SPDR SERIES TRUST - SPMD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Creative Planning History Added to 92,668,609 5,366,439 3.84% 3.84% 1 +4,702,547 5.35% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 21,151,161 1,224,864 2.33% 2.27% 2 +1,024,884 5.09% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 12,844,472 743,823 0.2% 0.21% 3 +173,911 1.37% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 9,824,255 568,922 0.03% 0.01% 4 +6,634,293 207.97% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 7,041,736 407,786 5.03% 5.05% 5 +204,651 2.99% Q4 2025 Jan 26, 2026
CWM, LLC History Reduced 3,590,731 207,939 0.56% 0.81% 6 -1,137,753 -24.06% Q4 2025 Jan 26, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Added to 2,994,283 173,398 7.93% 5.56% 7 +12,240 0.41% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Reduced 2,985,544 172,892 3.71% 4.18% 8 -130,506 -4.19% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,864,656 165,892 0.05% 0.05% 9 -305,095 -9.63% Q4 2025 Feb 10, 2026
Facet Wealth, Inc. History Reduced 2,515,602 153,250 2.71% 3.44% 10 -394,874 -13.57% Q4 2025 Jan 29, 2026
HighTower Advisors, LLC History Reduced 2,015,678 116,727 0.13% 0.22% 11 -1,316,368 -39.51% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,959,117 113,452 0.07% 0.06% 12 +346,515 21.49% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 1,954,792 113,201 0.01% 0.01% 13 -270,736 -12.17% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 1,590,578 92,110 0.64% 0.54% 14 +278,553 21.23% Q4 2025 Feb 11, 2026
MASON STREET ADVISORS, LLC History Added to 1,587,390 91,925 9.04% 8.07% 15 +225,190 16.53% Q4 2025 Feb 04, 2026
OSAIC HOLDINGS, INC. History Reduced 1,530,807 88,651 0.13% 0.12% 16 -8,874 -0.58% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,459,420 84,515 0.01% 0.01% 17 +26,062 1.82% Q4 2025 Jan 29, 2026
Hancock Prospecting Pty Ltd History No change 1,410,470 81,680 2.51% 2.63% 18 0 0.0% Q4 2025 Feb 17, 2026
Auto-Owners Insurance Co History Added to 1,330,000 77,033 1.62% 1.54% 19 +290,000 27.88% Q4 2025 Mar 09, 2026
Hills Bank & Trust Co History Added to 1,278,725 74,050 4.31% 4.22% 20 +23,593 1.88% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,276,484 73,921 0.45% 0.44% 21 +215,776 20.34% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,208,337 69,974 0.01% 0.01% 22 +424,357 54.13% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,171,000 67,812 0.06% 0.0% 23 +1,170,500 234100.0% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 1,115,038 64,571 3.36% 3.47% 24 +18,009 1.64% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Added to 1,114,253 64,526 1.27% 1.27% 25 +50,917 4.79% Q4 2025 Jan 14, 2026
AlphaStar Capital Management, LLC History Added to 945,434 54,750 4.02% 3.64% 26 +207,407 28.1% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Reduced 906,463 52,493 0.01% 0.01% 27 -1,584 -0.17% Q4 2025 Mar 25, 2026
JNBA Financial Advisors History Added to 885,173 51,260 4.48% 4.47% 28 +24,186 2.81% Q4 2025 Jan 26, 2026
Koss-Olinger Consulting, LLC History Added to 884,396 51,215 3.97% 3.9% 29 +17,070 1.97% Q4 2025 Feb 10, 2026
VICUS CAPITAL History Added to 880,602 50,996 3.83% 2.81% 30 +237,930 37.02% Q4 2025 Jan 22, 2026
Private Advisor Group, LLC History Reduced 872,484 50,525 0.24% 0.25% 31 -29,632 -3.28% Q4 2025 Feb 17, 2026
GREENLEAF TRUST History Added to 801,325 46,404 0.43% 0.03% 32 +743,806 1293.15% Q4 2025 Jan 21, 2026
ROYAL BANK OF CANADA History New 794,749 46,023 0.01% — 33 +794,749 New Q4 2025 Feb 17, 2026
HHM Wealth Advisors, LLC History Reduced 781,091 45,232 5.32% 5.35% 34 -27,789 -3.44% Q4 2025 Jan 22, 2026
1900 WEALTH MANAGEMENT LLC History Added to 743,705 43,067 2.76% 2.68% 35 +51,897 7.5% Q4 2025 Jan 20, 2026
Peterson Wealth Advisors, LLC History Added to 735,546 42,595 5.68% 6.27% 36 +1,867 0.25% Q4 2025 Jan 09, 2026
RKL Wealth Management LLC History Added to 712,175 41,242 3.39% 2.9% 37 +117,200 19.7% Q4 2025 Feb 12, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 702,621 40,688 6.9% 6.04% 38 +84,538 13.68% Q4 2025 Jan 27, 2026
BLAIR WILLIAM & CO/IL History Added to 691,040 40,018 0.11% 0.1% 39 +14,100 2.08% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 682,016 39,495 0.76% 0.75% 40 +26,649 4.07% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 669,570 38,774 0.42% 0.51% 41 +83,711 14.29% Q4 2025 Jan 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 663,452 38,429 0.07% 0.0% 42 +648,370 4298.97% Q4 2025 Feb 05, 2026
Impact Partnership Wealth, LLC History Added to 641,279 37,136 4.76% 4.91% 43 +63,368 10.97% Q4 2025 Feb 10, 2026
Composition Wealth, LLC History Added to 631,056 36,544 0.52% 0.46% 44 +97,288 18.23% Q4 2025 Feb 02, 2026
BOKF, NA History Reduced 553,900 32,076 0.49% 0.48% 45 -4,531 -0.81% Q4 2025 Feb 03, 2026
Atlas Private Wealth Advisors History Added to 550,454 31,876 7.45% 7.36% 46 +24,742 4.71% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 525,998 30,460 0.21% 0.2% 47 +42,267 8.74% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 503,960 29,184 0.01% 0.01% 48 +82,211 19.49% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 495,167 28,675 0.07% 0.07% 49 +36,306 7.91% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 463,832 28,041 0.04% 0.04% 50 -11,031 -2.32% Q4 2025 Jan 08, 2026
OARSMAN CAPITAL, INC. History Added to 482,998 27,970 3.63% 3.51% 51 +44,673 10.19% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 472,712 27,298 0.04% 0.04% 52 +19,794 4.37% Q4 2025 Mar 09, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 470,304 27,235 0.95% 0.87% 53 +26,385 5.94% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Reduced 468,852 27,151 0.48% 0.61% 54 -8,279 -1.74% Q4 2025 Feb 06, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 451,746 26,160 1.82% 1.81% 55 +14,242 3.26% Q4 2025 Jan 07, 2026
ST GERMAIN D J CO INC History Added to 443,821 25,701 1.0% 0.98% 56 +15,937 3.72% Q4 2025 Jan 29, 2026
Envestnet Portfolio Solutions, Inc. History Added to 434,830 25,181 0.09% 0.09% 57 +21,102 5.1% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Reduced 426,437 24,694 0.05% 0.05% 58 -3,980 -0.92% Q4 2025 Jan 23, 2026
Financial Strategies Group, Inc. History Added to 403,487 24,350 4.41% 4.28% 59 +8,417 2.13% Q4 2025 Feb 05, 2026
Waverly Advisors, LLC History Added to 415,474 24,060 0.19% 0.2% 60 +58,834 16.5% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Added to 408,831 23,675 0.79% 0.75% 61 +24,167 6.28% Q4 2025 Feb 09, 2026
Integrity Advisory Solutions, LLC History Reduced 396,144 22,940 3.3% 3.71% 62 -9,972 -2.46% Q4 2025 Feb 09, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 383,952 22,234 6.8% 6.98% 63 +5,920 1.57% Q4 2025 Feb 12, 2026
RFG Advisory, LLC History Reduced 381,104 22,069 0.42% 0.48% 64 -27,042 -6.63% Q4 2025 Feb 03, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 371,967 21,540 6.31% 5.04% 65 +90,675 32.24% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Reduced 356,874 20,666 0.37% 0.5% 66 -74,316 -17.24% Q4 2025 Jan 13, 2026
Ellenbecker Investment Group History Added to 347,320 20,113 2.81% 2.69% 67 +28,314 8.88% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 343,730 19,905 0.04% 0.03% 68 +51,423 17.59% Q4 2025 Mar 16, 2026
Crews Bank & Trust History Reduced 341,144 19,755 2.83% 3.13% 69 -32,997 -8.82% Q4 2025 Jan 21, 2026
Savant Capital, LLC History Reduced 315,096 18,247 0.1% 0.13% 70 -70,655 -18.32% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 314,417 18,208 0.02% 0.02% 71 +18,115 6.11% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 313,662 18,164 0.44% 0.42% 72 +25,678 8.92% Q4 2025 Jan 28, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 306,938 17,774 1.99% 1.88% 73 +19,553 6.8% Q4 2025 Jan 22, 2026
Marathon Strategic Advisors, LLC History Added to 301,232 17,444 13.32% 10.21% 74 +78,279 35.11% Q4 2025 Feb 11, 2026
Shepherd Financial Partners LLC History Added to 301,134 17,438 1.62% 1.57% 75 +12,741 4.42% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 292,602 16,955 0.0% 0.0% 76 +1,834 0.63% Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Reduced 291,177 16,862 0.29% 0.24% 77 -8,400 -2.8% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 288,069 16,682 0.01% 0.01% 78 -62,900 -17.92% Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History Added to 287,163 16,629 3.2% 3.08% 79 +14,990 5.51% Q4 2025 Feb 13, 2026
New Perspectives, Inc History Added to 282,653 16,368 5.68% 7.09% 80 +5,837 2.11% Q4 2025 Jan 28, 2026
Allworth Financial LP History New 280,873 16,265 0.07% — 81 +280,873 New Q4 2025 Feb 05, 2026
Gladstone Institutional Advisory LLC History Added to 278,812 16,146 0.61% 0.48% 82 +61,977 28.58% Q4 2025 Feb 17, 2026
Penserra Capital Management LLC History Reduced 277,299 16,058 0.19% 0.23% 83 -59,793 -17.74% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History Added to 274,690 15,907 0.5% 0.46% 84 +26,079 10.49% Q4 2025 Jan 06, 2026
Alta Wealth Advisors LLC History Added to 274,510 15,896 5.31% 5.35% 85 +13,524 5.18% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Reduced 266,755 15,447 0.02% 0.02% 86 -59,783 -18.31% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 265,483 15,374 0.62% 0.62% 87 -495 -0.19% Q4 2025 Feb 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 263,580 15,263 0.2% 0.21% 88 -4,318 -1.61% Q4 2025 Feb 09, 2026
BlackRock, Inc. History Added to 253,906 14,703 0.0% 0.0% 89 +159,885 170.05% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 239,662 13,874 0.04% 0.04% 90 +5,186 2.21% Q4 2025 Feb 10, 2026
CITIZENS & NORTHERN CORP History Added to 235,643 13,646 3.38% 3.29% 91 +3,261 1.4% Q4 2025 Jan 28, 2026
Montz Harcus Wealth Management LLC History Added to 232,656 13,473 5.46% 5.74% 92 +2,860 1.24% Q4 2025 Jan 22, 2026
Bensler, LLC History Added to 230,749 13,362 1.34% 1.25% 93 +19,953 9.47% Q4 2025 Feb 04, 2026
FIFTH THIRD BANCORP History Reduced 230,526 13,349 0.04% 0.04% 94 -366 -0.16% Q4 2025 Feb 02, 2026
Advance Capital Management, Inc. History Added to 229,709 13,302 0.56% 0.56% 95 +3,549 1.57% Q4 2025 Jan 06, 2026
JPMORGAN CHASE & CO History Added to 229,423 13,285 0.0% 0.0% 96 +62,009 37.04% Q4 2025 Feb 11, 2026
Cascade Financial Partners, LLC History Added to 228,332 13,222 1.34% 1.48% 97 +3,277 1.46% Q4 2025 Feb 06, 2026
IAG Wealth Partners, LLC History Added to 226,396 13,110 1.52% 1.47% 98 +12,633 5.91% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 221,964 12,853 0.01% 0.01% 99 +68,776 44.9% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 218,396 12,647 0.11% 0.09% 100 +16,567 8.21% Q4 2025 Jan 05, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 217,367 12,587 5.96% 6.02% 101 +8,895 4.27% Q4 2025 Jan 29, 2026
WBH ADVISORY INC History Reduced 209,498 12,132 0.9% 0.92% 102 -1,027 -0.49% Q4 2025 Jan 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 209,344 12,123 0.09% 0.09% 103 +573 0.27% Q4 2025 Feb 12, 2026
TPG Financial Advisors, LLC History Added to 206,071 11,933 3.98% 3.81% 104 +27,392 15.33% Q4 2025 Feb 06, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 198,523 11,496 2.55% 8.92% 105 -481,323 -70.8% Q4 2025 Jan 13, 2026
WRAPMANAGER INC History Reduced 194,322 11,253 3.8% 3.52% 106 -5,551 -2.78% Q4 2025 Feb 06, 2026
Octavia Wealth Advisors, LLC History Added to 192,426 11,143 1.06% 1.03% 107 +11,873 6.58% Q4 2025 Jan 23, 2026
Stewardship Advisors, LLC History Added to 192,018 11,119 2.57% 1.39% 108 +89,016 86.42% Q4 2025 Jan 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 188,747 10,930 0.03% 0.03% 109 +7,857 4.34% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 186,599 10,805 0.01% 0.01% 110 +16,235 9.53% Q4 2025 Feb 17, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 186,518 10,801 3.8% 3.5% 111 -2,539 -1.34% Q4 2025 Jan 30, 2026
PSI Advisors, LLC History Reduced 185,953 10,768 2.7% 2.91% 112 -11,292 -5.72% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 184,441 10,680 0.06% 0.04% 113 +40,672 28.29% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Reduced 183,062 10,601 0.04% 0.05% 114 -3,154 -1.69% Q4 2025 Feb 18, 2026
Western Wealth Management, LLC History Reduced 181,980 10,538 0.49% 0.57% 115 -8,335 -4.38% Q4 2025 Feb 05, 2026
Zhang Financial LLC History Added to 176,251 10,206 0.38% 0.4% 116 +3,179 1.84% Q4 2025 Feb 10, 2026
FF Advisors,LLC History Added to 174,902 10,128 4.51% 4.3% 117 +17,748 11.29% Q4 2025 Feb 13, 2026
Collaborative Wealth Managment Inc. History Added to 174,808 10,123 3.57% 3.98% 118 +2,901 1.69% Q4 2025 Feb 09, 2026
Austin Private Wealth, LLC History Added to 172,846 10,009 0.74% 0.7% 119 +10,510 6.47% Q4 2025 Jan 20, 2026
Warren Street Wealth Advisors, LLC History Added to 172,139 9,968 2.85% 2.9% 120 +2,199 1.29% Q4 2025 Jan 29, 2026
Lumbard & Kellner, LLC History Reduced 170,262 9,859 3.45% 3.79% 121 -9,891 -5.49% Q4 2025 Feb 03, 2026
CGN Advisors LLC History Reduced 169,858 9,836 0.78% 0.8% 122 -761 -0.45% Q4 2025 Jan 05, 2026
Windsor Capital Management, LLC History Reduced 167,745 9,714 2.68% 2.72% 123 -4,804 -2.78% Q4 2025 Jan 15, 2026
XY Planning Network, Inc. History Added to 167,277 9,686 1.69% 1.53% 124 +84,684 102.53% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 163,586 9,473 0.04% — 125 +163,586 New Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 156,056 9,037 0.2% 0.04% 126 +133,318 586.32% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 155,761 9,020 0.07% 0.05% 127 -8,157 -4.98% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 152,021 8,803 0.01% 0.01% 128 +13 0.01% Q4 2025 Feb 02, 2026
Millington Financial Advisors, LLC History Added to 138,433 8,711 3.86% 3.75% 129 +1,651 1.21% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 144,296 8,356 0.01% 0.01% 130 +16,129 12.58% Q4 2025 Feb 11, 2026
Berkeley Capital Partners, LLC History Added to 143,068 8,285 1.95% 1.9% 131 +2,566 1.83% Q4 2025 Feb 05, 2026
BOK Financial Private Wealth, Inc. History Reduced 142,024 8,224 0.5% 0.53% 132 -6,119 -4.13% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Reduced 137,324 7,952 0.0% 0.0% 133 -42,474 -23.62% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 136,696 7,916 0.06% 0.06% 134 -3,202 -2.29% Q4 2025 Feb 12, 2026
Vivaldi Capital Management LP History Added to 132,527 7,674 1.04% 0.97% 135 +13,015 10.89% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 124,908 7,631 0.19% 0.18% 136 +2,732 2.24% Q4 2025 Jan 28, 2026
Carnegie Investment Counsel History Added to 131,661 7,624 0.14% 0.14% 137 +3,422 2.67% Q4 2025 Jan 23, 2026
ABOUND FINANCIAL, LLC History Reduced 129,478 7,498 2.9% 3.02% 138 -2,635 -1.99% Q4 2025 Feb 17, 2026
AF Advisors, Inc. History No change 128,000 7,412 2.82% 2.97% 139 0 0.0% Q4 2025 Feb 06, 2026
Louisiana State Employees Retirement System History Reduced 127,900 7,406 0.13% 0.12% 140 -1,300 -1.01% Q4 2025 Jan 16, 2026
IHT Wealth Management, LLC History Added to 127,133 7,362 0.18% 0.18% 141 +4,305 3.5% Q4 2025 Feb 17, 2026
Private Wealth Group, LLC History Added to 126,564 7,329 3.52% 3.52% 142 +3,006 2.43% Q4 2025 Jan 12, 2026
INSPIRE TRUST CO, N.A. History New 124,891 7,232 1.19% — 143 +124,891 New Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Reduced 124,075 7,185 0.07% 0.09% 144 -28,666 -18.77% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 123,576 7,156 0.08% 0.1% 145 -21,988 -15.11% Q4 2025 Jan 20, 2026
KWB Wealth History Added to 122,666 7,103 0.67% 0.65% 146 +15,003 13.94% Q4 2025 Jan 12, 2026
Modera Wealth Management, LLC History Reduced 121,039 7,009 0.08% 0.08% 147 -3,536 -2.84% Q4 2025 Jan 21, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 120,940 7,003 0.01% 0.01% 148 -8,601 -6.64% Q4 2025 Feb 12, 2026
NOTTINGHAM ADVISORS, INC. History Added to 128,625 6,937 0.97% 0.99% 149 +4,314 3.47% Q4 2025 Jan 26, 2026
PINKERTON WEALTH, LLC History Reduced 117,010 6,776 0.69% 0.74% 150 -3,104 -2.58% Q4 2025 Feb 06, 2026
Syntegra Private Wealth Group, LLC History Reduced 112,966 6,541 0.6% 0.62% 151 -2,671 -2.31% Q4 2025 Feb 10, 2026
PECAUT & CO. History Reduced 109,970 6,368 2.05% 2.04% 152 -1,007 -0.91% Q4 2025 Feb 10, 2026
Gradient Investments LLC History Added to 109,289 6,328 0.1% 0.07% 153 +39,837 57.36% Q4 2025 Jan 08, 2026
Resonant Capital Advisors, LLC History Added to 107,417 6,220 0.34% 0.36% 154 +173 0.16% Q4 2025 Jan 29, 2026
SHERMAN PORFOLIOS, LLC History New 101,776 5,893 0.4% — 155 +101,776 New Q4 2025 Feb 17, 2026
Bill Few Associates, Inc. History Added to 101,437 5,874 1.44% 1.4% 156 +6,142 6.45% Q4 2025 Jan 12, 2026
Symphony Financial, Ltd. Co. History Added to 99,132 5,800 0.78% 0.68% 157 +1,354 1.38% Q4 2025 Feb 11, 2026
ODonnell Financial Services, LLC History Added to 99,984 5,790 1.98% 1.95% 158 +4,258 4.45% Q4 2025 Jan 29, 2026
VERUS CAPITAL PARTNERS, LLC History New 99,668 5,771 0.36% — 159 +99,668 New Q4 2025 Feb 11, 2026
Tennessee Valley Asset Management Partners History Added to 99,312 5,751 0.75% 0.73% 160 +5,214 5.54% Q4 2025 Feb 05, 2026
Financial Engines Advisors L.L.C. History Reduced 99,257 5,747 0.01% 0.01% 161 -1,590 -1.58% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History Added to 96,848 5,608 0.76% 0.7% 162 +8,219 9.27% Q4 2025 Feb 13, 2026
CarsonAllaria Wealth Management, Ltd. History Added to 96,472 5,586 2.77% 2.57% 163 +10,034 11.61% Q4 2025 Jan 22, 2026
Pachira Investments Inc. History Reduced 94,297 5,460 2.66% 3.55% 164 -16,075 -14.56% Q4 2025 Feb 02, 2026
CVFG LLC History Added to 93,416 5,409 3.71% 3.75% 165 +2,615 2.88% Q4 2025 Feb 06, 2026
Addison Capital Co History Added to 92,253 5,342 1.33% 1.0% 166 +32,931 55.51% Q4 2025 Feb 02, 2026
GeoWealth Management, LLC History Added to 92,191 5,338 0.2% 0.17% 167 +9,340 11.27% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Added to 91,249 5,284 0.25% 0.24% 168 +3,083 3.5% Q4 2025 Feb 13, 2026
Hibernia Wealth Partners, LLC History Added to 88,406 5,119 1.54% 1.66% 169 +43,203 95.58% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 86,468 5,007 0.06% 0.07% 170 -56,020 -39.32% Q4 2025 Feb 13, 2026
Register Financial Advisors LLC History Added to 85,894 4,974 1.94% 1.79% 171 +6,295 7.91% Q4 2025 Jan 21, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 85,356 4,942 0.11% 0.12% 172 +135 0.16% Q4 2025 Jan 27, 2026
TRUEFG, LLC History Added to 83,014 4,807 1.29% 1.22% 173 +5,558 7.18% Q4 2025 Jan 21, 2026
Wealth Advisory Solutions, LLC History Added to 82,772 4,793 1.12% 1.11% 174 +2,742 3.43% Q4 2025 Jan 16, 2026
VISTA INVESTMENT MANAGEMENT History Added to 81,584 4,724 1.56% 1.51% 175 +5,910 7.81% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 81,066 4,694 0.0% 0.0% 176 +14,433 21.66% Q4 2025 Feb 17, 2026
Atlanta Consulting Group Advisors, LLC History Added to 80,373 4,654 1.05% 1.12% 177 +462 0.58% Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Reduced 80,174 4,642 0.03% 0.04% 178 -2,784 -3.36% Q4 2025 Feb 18, 2026
IFG Advisory, LLC History Added to 79,375 4,596 0.2% 0.2% 179 +1,801 2.32% Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 78,755 4,560 0.86% 0.91% 180 -5,652 -6.7% Q4 2025 Feb 12, 2026
G&S Capital LLC History Added to 77,525 4,489 1.59% 1.56% 181 +3,888 5.28% Q4 2025 Jan 28, 2026
Jacksonville Wealth Management, LLC History Added to 77,246 4,473 3.17% 3.11% 182 +3,119 4.21% Q4 2025 Feb 04, 2026
Omnitrust Wealth Management, Inc History New 76,958 4,456 5.66% — 183 +76,958 New Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 76,939 4,455 0.0% 0.0% 184 -1,793 -2.28% Q4 2025 Feb 13, 2026
Compass Wealth Management LLC History Added to 76,227 4,414 1.1% 0.93% 185 +3,041 4.16% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Added to 74,477 4,312 0.03% 0.03% 186 +5,251 7.59% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 74,057 4,288 0.2% 0.35% 187 -68,439 -48.03% Q4 2025 Jan 21, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 73,200 4,239 0.0% 0.0% 188 -20,600 -21.96% Q4 2025 Jan 23, 2026
Mayflower Financial Advisors, LLC History Reduced 72,824 4,217 0.51% 0.56% 189 -4,581 -5.92% Q4 2025 Jan 13, 2026
Pure Financial Advisors, LLC History Reduced 69,630 4,032 0.73% 0.07% 190 -2,078 -2.9% Q4 2025 Mar 04, 2026
ArborFi Advisors, LLC History Added to 69,576 4,029 3.27% 3.21% 191 +569 0.82% Q4 2025 Jan 29, 2026
FORONJY FINANCIAL LLC History Reduced 69,249 4,010 1.67% 1.95% 192 -8,679 -11.14% Q4 2025 Feb 03, 2026
SOL Capital Management CO History Reduced 68,375 3,960 0.36% 0.36% 193 -1,205 -1.73% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 67,246 3,894 0.05% 0.05% 194 +5,409 8.75% Q4 2025 Jan 29, 2026
Zinnia Wealth Advisory, LLC History New 66,872 3,872 4.19% — 195 +66,872 New Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 66,632 3,858 0.02% 0.02% 196 +3,513 5.57% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 65,661 3,802 0.01% 0.01% 197 +982 1.52% Q4 2025 Feb 17, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 65,583 3,797 1.02% 1.21% 198 -5,825 -8.16% Q4 2025 Feb 09, 2026
Manhattan West Asset Management, LLC History Reduced 65,441 3,789 0.78% 0.81% 199 -1,925 -2.86% Q4 2025 Feb 02, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Added to 65,414 3,788 1.43% 1.35% 200 +4,859 8.02% Q4 2025 Feb 13, 2026
Tradewinds Capital Management, LLC History Added to 64,165 3,715 0.78% 0.72% 201 +7,831 13.9% Q4 2025 Jan 14, 2026
Benchmark Financial, LLC History New 63,171 3,658 3.65% — 202 +63,171 New Q4 2025 Jan 27, 2026
FLOW TRADERS U.S. LLC History New 62,968 3,646 0.12% — 203 +62,968 New Q4 2025 Feb 13, 2026
Aspetuck Financial Management LLC History Added to 62,660 3,628 2.44% 2.42% 204 +840 1.36% Q4 2025 Feb 11, 2026
BANK OF NOVA SCOTIA History New 62,200 3,602 0.01% — 205 +62,200 New Q4 2025 Feb 13, 2026
CHEMUNG CANAL TRUST CO History No change 60,994 3,532 0.7% 0.7% 206 0 0.0% Q4 2025 Jan 14, 2026
Apollon Wealth Management, LLC History Added to 59,297 3,433 0.06% 0.05% 207 +5,573 10.37% Q4 2025 Jan 22, 2026
Lynx Investment Advisory History Reduced 59,248 3,431 1.87% 2.13% 208 -3,017 -4.85% Q4 2025 Feb 05, 2026
Kagan Cocozza Asset Management History Reduced 59,059 3,420 2.43% 2.57% 209 -187 -0.32% Q4 2025 Jan 23, 2026
Golden State Wealth Management, LLC History Reduced 58,936 3,413 0.36% 0.38% 210 -1,289 -2.14% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 58,618 3,394 0.08% 0.08% 211 +1,818 3.2% Q4 2025 Feb 06, 2026
Breachway Investments LLC History New 57,564 3,333 3.52% — 212 +57,564 New Q4 2025 Jan 27, 2026
Capital Investment Advisory Services, LLC History Reduced 57,440 3,326 0.24% 0.26% 213 -906 -1.55% Q4 2025 Jan 21, 2026
NorthCrest Asset Manangement, LLC History Added to 55,825 3,319 0.07% 0.07% 214 +1,671 3.09% Q4 2025 Jan 08, 2026
Post Resch Tallon Group Inc. History Added to 57,214 3,313 2.8% 2.38% 215 +10,220 21.75% Q4 2025 Jan 09, 2026
Atria Investments, Inc History Added to 56,586 3,276 0.04% 0.04% 216 +2,631 4.88% Q4 2025 Feb 05, 2026
Perennial Investment Advisors, LLC History Reduced 56,189 3,254 0.26% 0.27% 217 -935 -1.64% Q4 2025 Feb 17, 2026
Jacobi Capital Management LLC History Added to 55,868 3,235 0.19% 0.18% 218 +2,979 5.63% Q4 2025 Feb 13, 2026
Total Clarity Wealth Management, Inc. History Added to 54,973 3,183 0.77% 0.36% 219 +31,397 133.17% Q4 2025 Feb 02, 2026
Crestwood Advisors Group, LLC History Added to 54,188 3,138 0.05% 0.05% 220 +1,377 2.61% Q4 2025 Feb 03, 2026
Aspire Private Capital, LLC History Added to 53,946 3,123 0.69% 0.64% 221 +150 0.28% Q4 2025 Jan 16, 2026
United Asset Strategies, Inc. History Added to 53,813 3,116 0.24% 0.24% 222 +1,215 2.31% Q4 2025 Jan 28, 2026
NovaPoint Capital, LLC History Reduced 52,906 3,063 0.79% 0.74% 223 -22 -0.04% Q4 2025 Jan 21, 2026
Independent Advisor Alliance History Added to 52,408 3,034 0.07% 0.03% 224 +30,277 136.81% Q4 2025 Feb 04, 2026
Signal Advisors Wealth, LLC History Reduced 51,844 3,002 0.24% 0.27% 225 -86 -0.17% Q4 2025 Jan 13, 2026
Capital Analysts, LLC History Added to 51,580 2,987 0.09% 0.07% 226 +7,917 18.13% Q4 2025 Feb 11, 2026
Madison Asset Management, LLC History Reduced 51,395 2,976 0.03% 0.03% 227 -1,657 -3.12% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 51,254 2,968 0.06% 0.06% 228 +2,097 4.27% Q4 2025 Feb 09, 2026
Retirement Planning Group, LLC History Reduced 51,246 2,967 0.1% 0.11% 229 -3,455 -6.32% Q4 2025 Feb 03, 2026
Blueprint Investment Partners LLC History Added to 50,684 2,935 0.31% 0.39% 230 +1,616 3.29% Q4 2025 Feb 17, 2026
Walkner Condon Financial Advisors LLC History Added to 50,295 2,912 0.4% 0.45% 231 +1,012 2.05% Q4 2025 Jan 21, 2026
&PARTNERS History Added to 50,251 2,910 0.02% 0.02% 232 +744 1.5% Q4 2025 Feb 17, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 50,244 2,909 0.22% 0.22% 233 +885 1.79% Q4 2025 Feb 04, 2026
POWER WEALTH MANAGEMENT LLC History Added to 50,102 2,901 1.02% 1.02% 234 +955 1.94% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 50,054 2,898 0.15% 0.15% 235 +2,956 6.28% Q4 2025 Jan 20, 2026
Destiny Capital Corp/CO History Reduced 49,831 2,885 1.48% 1.56% 236 -200 -0.4% Q4 2025 Jan 23, 2026
TILIA FIDUCIARY PARTNERS, INC. History Added to 49,645 2,874 1.59% 1.34% 237 +9,125 22.52% Q4 2025 Jan 12, 2026
Luminist Capital LLC History Reduced 49,559 2,869 3.54% 2.82% 238 -7,430 -13.04% Q4 2025 Feb 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 49,507 2,866 0.32% 0.23% 239 +14,577 41.73% Q4 2025 Jan 08, 2026
Range Financial Group LLC History Added to 49,287 2,854 0.99% 1.01% 240 +506 1.04% Q4 2025 Jan 15, 2026
Tandem Investment Partners LLC History Reduced 49,095 2,843 2.4% 2.32% 241 -330 -0.67% Q4 2025 Jan 21, 2026
Intrua Financial, LLC History Added to 48,853 2,829 0.3% 0.13% 242 +28,363 138.42% Q4 2025 Feb 05, 2026
Stratos Wealth Advisors, LLC History Added to 48,436 2,804 0.14% 0.13% 243 +1,598 3.41% Q4 2025 Jan 20, 2026
Fiduciary Group, LLC History Added to 48,018 2,780 0.23% 0.2% 244 +8,779 22.37% Q4 2025 Feb 12, 2026
Carroll Advisory Group, LLC History New 47,990 2,779 1.2% — 245 +47,990 New Q4 2025 Feb 09, 2026
Shum Financial Group, Inc. History Added to 47,332 2,740 1.97% 2.0% 246 +508 1.08% Q4 2025 Jan 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 47,177 2,732 0.04% 0.05% 247 +2,935 6.63% Q4 2025 Feb 06, 2026
Sharkey, Howes & Javer History Reduced 46,948 2,718 0.35% 0.44% 248 -13,291 -22.06% Q4 2025 Jan 13, 2026
Modern Wealth Management, LLC History Added to 46,315 2,682 0.05% 0.04% 249 +13,364 40.56% Q4 2025 Feb 17, 2026
POM Investment Strategies, LLC History Added to 46,080 2,668 1.37% 1.33% 250 +3,427 8.03% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Added to 45,887 2,657 0.16% 0.12% 251 +8,936 24.18% Q4 2025 Jan 30, 2026
Wealthcare Capital Partners, LLC History Added to 45,536 2,636 1.24% 1.1% 252 +3,540 8.43% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Added to 45,032 2,607 0.0% 0.0% 253 +4,299 10.55% Q4 2025 Feb 10, 2026
Wealthquest Corp History Reduced 44,985 2,605 0.2% 0.23% 254 -6,283 -12.26% Q4 2025 Feb 09, 2026
Kohmann Bosshard Financial Services, LLC History No change 44,891 2,599 0.23% 0.26% 255 0 0.0% Q4 2025 Jan 30, 2026
MONECO ADVISORS, LLC History Added to 44,243 2,562 0.2% 0.18% 256 +6,454 17.08% Q4 2025 Feb 04, 2026
Towercrest Capital Management History Reduced 43,716 2,531 0.4% 0.41% 257 -845 -1.9% Q4 2025 Jan 21, 2026
21 West Wealth Management LLC History Added to 43,419 2,514 2.3% 2.32% 258 +700 1.64% Q4 2025 Jan 13, 2026
ALESCO ADVISORS LLC History Added to 41,942 2,428 0.06% 0.04% 259 +13,140 45.62% Q4 2025 Jan 28, 2026
Charles Schwab Trust Co History No change 41,854 2,423 0.16% 0.16% 260 0 0.0% Q4 2025 Jan 09, 2026
Gambit Capital Management, LLC History New 41,751 2,417 1.73% — 261 +41,751 New Q4 2025 Feb 06, 2026
SEMITAM BONAM LLC History Added to 41,487 2,402 2.0% 1.92% 262 +3,883 10.33% Q4 2025 Jan 20, 2026
Breakwater Capital Group History Added to 40,779 2,361 0.33% 0.11% 263 +27,478 206.59% Q4 2025 Jan 09, 2026
STEVENS CAPITAL PARTNERS History Added to 40,414 2,340 0.61% 0.65% 264 +2,592 6.85% Q4 2025 Jan 27, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 40,236 2,330 0.26% 0.27% 265 -560 -1.37% Q4 2025 Jan 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 39,745 2,301 0.06% 0.06% 266 -440 -1.09% Q4 2025 Feb 09, 2026
Wealth Enhancement Trust Services, Inc. History New 39,612 2,293 0.29% — 267 +39,612 New Q4 2025 Jan 27, 2026
Sterling Investment Advisors, Ltd. History Reduced 39,098 2,264 0.42% 0.44% 268 -538 -1.36% Q4 2025 Feb 09, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 38,300 2,217 0.22% 0.18% 269 +6,914 22.03% Q4 2025 Jan 20, 2026
FMR LLC History Added to 37,607 2,177 0.0% 0.0% 270 +2,135 6.02% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Reduced 37,033 2,144 0.57% 1.26% 271 -44,869 -54.78% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History New 36,539 2,115 0.02% — 272 +36,539 New Q4 2025 Jan 29, 2026
JSF Financial, LLC History Added to 36,431 2,109 0.44% 0.45% 273 +1,293 3.68% Q4 2025 Feb 04, 2026
MMA ASSET MANAGEMENT LLC History Reduced 36,219 2,097 0.75% 1.35% 274 -34,385 -48.7% Q4 2025 Feb 03, 2026
BCS Wealth Management History Added to 35,669 2,065 0.21% 0.22% 275 +18,631 109.35% Q4 2025 Jan 26, 2026
S.A. Mason LLC History Added to 35,199 2,038 0.81% 0.88% 276 +415 1.19% Q4 2025 Jan 29, 2026
Financial Enhancement Group LLC History Reduced 32,771 2,022 0.26% 0.25% 277 -164 -0.5% Q4 2025 Jan 23, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 34,679 2,008 0.0% 0.0% 278 +1,894 5.78% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History Reduced 34,668 2,007 0.19% 0.2% 279 -1,389 -3.85% Q4 2025 Feb 11, 2026
Alliance Wealth Management Group History Reduced 34,543 2,000 0.44% 0.45% 280 -784 -2.22% Q4 2025 Jan 21, 2026
Kestra Advisory Services, LLC History Added to 34,434 1,994 0.01% 0.01% 281 +189 0.55% Q4 2025 Feb 13, 2026
UNIVEST FINANCIAL Corp History Added to 34,266 1,984 0.11% 0.09% 282 +5,063 17.34% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Added to 33,941 1,965 0.07% 0.06% 283 +1,531 4.72% Q4 2025 Feb 06, 2026
Alaska Wealth Advisors, LLC History Added to 33,620 1,946 0.25% 0.22% 284 +4,721 16.34% Q4 2025 Feb 13, 2026
TKG Advisors, LLC History Added to 33,444 1,936 0.78% 0.82% 285 +50 0.15% Q4 2025 Jan 29, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 32,172 1,863 0.03% 0.03% 286 -1,573 -4.66% Q4 2025 Feb 12, 2026
Orange Investment Advisors, Inc. History Added to 31,765 1,839 0.2% 0.18% 287 +1,654 5.49% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 31,659 1,833 0.0% 0.0% 288 +21,746 219.37% Q4 2025 Feb 17, 2026
Cavalier Investments, LLC History Reduced 31,639 1,832 0.09% 0.17% 289 -4,424 -12.27% Q4 2025 Feb 13, 2026
Meridian Financial Advisors, LLC History Reduced 31,179 1,805 0.98% 1.01% 290 -210 -0.67% Q4 2025 Jan 23, 2026
Key FInancial Inc History Added to 30,972 1,793 0.33% 0.32% 291 +773 2.56% Q4 2025 Feb 09, 2026
RAINIER FAMILY WEALTH INC History Added to 30,437 1,762 1.33% 1.42% 292 +2,629 9.45% Q4 2025 Jan 20, 2026
Balance Wealth, LLC History Added to 30,080 1,741 0.56% 0.34% 293 +5,841 24.1% Q4 2025 Jan 21, 2026
Blueprint Financial Advisors LLC History Added to 29,751 1,722 0.26% 0.36% 294 +703 2.42% Q4 2025 Feb 13, 2026
Kelman-Lazarov, Inc. History Added to 29,376 1,701 0.24% 0.25% 295 +354 1.22% Q4 2025 Jan 26, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 29,345 1,699 1.48% 1.61% 296 -4,974 -14.49% Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 29,293 1,696 0.03% 0.02% 297 +13,244 82.52% Q4 2025 Mar 12, 2026
Downshift Financial, LLC History New 27,128 1,651 1.02% — 298 +27,128 New Q4 2025 Mar 11, 2026
Summit Investment Advisory Services, LLC History Added to 28,186 1,632 0.62% 0.63% 299 +297 1.06% Q4 2025 Feb 04, 2026
CreativeOne Wealth, LLC History Added to 28,170 1,631 0.04% 0.04% 300 +1,656 6.25% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Added to 27,985 1,620 0.06% 0.02% 301 +18,750 203.03% Q4 2025 Jan 27, 2026
Advisor Resource Council History Added to 27,094 1,617 0.57% 0.72% 302 +17,717 188.94% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Reduced 27,776 1,608 0.02% 0.02% 303 -29 -0.1% Q4 2025 Feb 09, 2026
Raleigh Capital Management Inc. History Added to 27,577 1,596 0.58% 0.57% 304 +1,385 5.29% Q4 2025 Jan 21, 2026
Kraft, Davis & Associates, LLC History Added to 26,153 1,591 0.36% 0.36% 305 +207 0.8% Q4 2025 Jan 14, 2026
CFS Investment Advisory Services, LLC History Added to 27,269 1,579 0.12% 0.1% 306 +2,811 11.49% Q4 2025 Feb 10, 2026
Compton Financial Group, LLC History Reduced 26,680 1,545 0.35% 0.37% 307 -502 -1.85% Q4 2025 Feb 05, 2026
J.W. COLE ADVISORS, INC. History Reduced 32,035 1,528 0.04% 0.04% 308 -2,739 -7.88% Q4 2025 Feb 11, 2026
Eldridge Investment Advisors, Inc. History Added to 26,034 1,507 0.33% 0.33% 309 +659 2.6% Q4 2025 Feb 11, 2026
Roundview Capital LLC History Added to 25,768 1,492 0.09% 0.08% 310 +3,335 14.87% Q4 2025 Feb 09, 2026
WCG Wealth Advisors LLC History Reduced 25,536 1,477 0.04% 0.09% 311 -693 -2.64% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Reduced 24,923 1,443 0.01% 0.01% 312 -1,400 -5.32% Q4 2025 Feb 17, 2026
BLUE JEAN FINANCIAL LLC History New 24,621 1,425 1.16% — 313 +24,621 New Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 24,431 1,414 0.05% 0.05% 314 +1,395 6.06% Q4 2025 Jan 13, 2026
SIMON QUICK ADVISORS, LLC History Added to 23,504 1,361 0.06% 0.06% 315 +26 0.11% Q4 2025 Jan 29, 2026
CLEAR INVESTMENT RESEARCH, LLC History Added to 23,260 1,346 2.23% 1.54% 316 +3,148 15.65% Q4 2025 Feb 09, 2026
NewEdge Wealth, LLC History Added to 23,237 1,345 0.02% 0.02% 317 +221 0.96% Q4 2025 Feb 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 23,079 1,336 0.02% 0.02% 318 -84 -0.36% Q4 2025 Jan 30, 2026
Asset One Wealth Management LLC History New 21,958 1,334 0.18% — 319 +21,958 New Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 22,186 1,328 0.05% 0.05% 320 -294 -1.31% Q4 2025 Jan 08, 2026
Pinnacle Family Advisors, LLC History New 22,855 1,323 0.58% — 321 +22,855 New Q4 2025 Feb 17, 2026
Armbruster Capital Management, Inc. History Added to 22,741 1,316 0.22% 0.2% 322 +1,726 8.21% Q4 2025 Jan 23, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 21,482 1,304 0.09% 0.14% 323 -9,214 -30.02% Q4 2025 Feb 13, 2026
PAX Financial Group, LLC History Reduced 22,416 1,298 0.22% 0.25% 324 -1,772 -7.33% Q4 2025 Feb 05, 2026
Merit Financial Group, LLC History Reduced 22,021 1,275 0.01% 0.02% 325 -12,336 -35.91% Q4 2025 Jan 26, 2026
Fingerlakes Wealth Management, Inc. History Reduced 21,965 1,272 0.81% 0.87% 326 -1,246 -5.37% Q4 2025 Feb 05, 2026
Brio Consultants, LLC History Reduced 21,870 1,266 0.16% 0.19% 327 -1,715 -7.27% Q4 2025 Feb 04, 2026
Delta Wealth Advisors LLC History Added to 21,328 1,235 1.03% 0.95% 328 +14 0.07% Q4 2025 Jan 28, 2026
Curbstone Financial Management Corp History Reduced 21,250 1,230 0.24% 0.24% 329 -450 -2.07% Q4 2025 Jan 23, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 20,812 1,205 0.07% 0.07% 330 +1,947 10.32% Q4 2025 Feb 04, 2026
Northwest Wealth Advisors, LLC History New 20,466 1,185 0.92% — 331 +20,466 New Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Added to 20,265 1,173 0.1% 0.1% 332 +145 0.72% Q4 2025 Jan 26, 2026
Saxony Capital Management, LLC History New 20,146 1,166 0.71% — 333 +20,146 New Q4 2025 Jan 15, 2026
Fifth Third Wealth Advisors LLC History Added to 20,132 1,165 0.04% 0.03% 334 +6,725 50.16% Q4 2025 Jan 15, 2026
WADDELL & ASSOCIATES, LLC History Reduced 20,006 1,158 0.08% 0.1% 335 -18 -0.09% Q4 2025 Feb 11, 2026
L2 Asset Management, LLC History Added to 19,953 1,155 0.15% 0.08% 336 +10,468 110.36% Q4 2025 Feb 17, 2026
Evernest Financial Advisors, LLC History Added to 18,285 1,152 0.24% 0.29% 337 +289 1.61% Q4 2025 Feb 13, 2026
Sterling Investment Counsel, LLC History Added to 19,703 1,141 0.33% 0.36% 338 +12 0.06% Q4 2025 Jan 27, 2026
CIBC Private Wealth Group LLC History Added to 19,694 1,140 0.0% 0.0% 339 +73 0.37% Q4 2025 Feb 12, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 19,594 1,134 0.31% 0.31% 340 +428 2.23% Q4 2025 Jan 13, 2026
Quadcap Wealth Management, LLC History Reduced 19,116 1,107 0.13% 0.13% 341 -246 -1.27% Q4 2025 Jan 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 18,969 1,100 0.36% 0.68% 342 -118 -0.62% Q4 2025 Jan 22, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Added to 18,948 1,097 0.35% 0.35% 343 +87 0.46% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 18,511 1,071 0.02% 0.01% 344 +3,212 20.99% Q4 2025 Feb 17, 2026
Lifeworks Advisors, LLC History Added to 18,411 1,066 0.14% 0.14% 345 +7 0.04% Q4 2025 Feb 13, 2026
Gateway Wealth Partners, LLC History Reduced 18,387 1,064 0.12% 0.28% 346 -17,728 -49.09% Q4 2025 Feb 11, 2026
National Wealth Management Group, LLC History Added to 18,330 1,061 0.37% 0.38% 347 +564 3.17% Q4 2025 Jan 12, 2026
TSG Advice Partners, LLC History New 18,299 1,059 0.16% — 348 +18,299 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Reduced 17,957 1,039 0.02% 0.02% 349 -89 -0.49% Q4 2025 Feb 13, 2026
Strategic Financial Planning, Inc. History Added to 17,904 1,036 0.59% 0.5% 350 +2,657 17.43% Q4 2025 Feb 17, 2026
Comprehensive Money Management Services LLC History Added to 17,870 1,034 0.71% 0.72% 351 +20 0.11% Q4 2025 Jan 22, 2026
Apollon Financial, LLC History Reduced 17,823 1,032 0.15% 0.18% 352 -1,506 -7.79% Q4 2025 Jan 22, 2026
Trinity Wealth Management, LLC History Added to 17,758 1,028 0.38% 0.34% 353 +1,708 10.64% Q4 2025 Jan 15, 2026
BIP Wealth, LLC History Reduced 17,577 1,017 0.04% 0.05% 354 -526 -2.91% Q4 2025 Jan 21, 2026
Mattson Financial Services, LLC History Added to 17,550 1,016 0.24% 0.18% 355 +4,611 35.64% Q4 2025 Feb 12, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 17,512 1,014 0.14% 0.13% 356 0 0.0% Q4 2025 Jan 20, 2026
BANK OF MONTREAL /CAN/ History Added to 17,461 1,011 0.0% 0.0% 357 +6,351 57.16% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History New 17,438 1,009 0.02% — 358 +17,438 New Q4 2025 Feb 11, 2026
High Probability Advisors, LLC History Added to 17,172 994 0.13% 0.12% 359 +1,829 11.92% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Reduced 17,100 990 0.0% 0.0% 360 -170 -0.98% Q4 2025 Feb 11, 2026
Capital Management Associates, Inc History Added to 17,064 988 0.22% 0.26% 361 +63 0.37% Q4 2025 Jan 21, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 17,963 982 0.09% 0.09% 362 0 0.0% Q4 2025 Feb 13, 2026
Hobbs Group Advisors, LLC History Reduced 16,705 967 0.29% 0.32% 363 -1,200 -6.7% Q4 2025 Jan 28, 2026
Compound Planning, Inc. History Reduced 16,422 951 0.03% 0.03% 364 -161 -0.97% Q4 2025 Feb 19, 2026
Orin Green Financial, LLC History Added to 16,400 949 0.38% 0.37% 365 +33 0.2% Q4 2025 Feb 06, 2026
River Street Advisors LLC History Added to 16,346 946 0.35% 0.35% 366 +340 2.12% Q4 2025 Jan 26, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 16,043 941 0.15% 0.16% 367 -562 -3.38% Q4 2025 Jan 08, 2026
DUNCKER STREETT & CO INC History Reduced 16,210 938 0.17% 0.16% 368 -46 -0.28% Q4 2025 Jan 27, 2026
FRANKLIN RESOURCES INC History Reduced 16,021 927 0.0% 0.0% 369 -1,000 -5.88% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 15,927 922 0.24% — 370 +15,927 New Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Reduced 15,771 913 0.04% 0.04% 371 -515 -3.16% Q4 2025 Jan 22, 2026
Retirement Planning Co of New England, Inc. History Added to 15,738 911 0.37% 0.35% 372 +433 2.83% Q4 2025 Jan 28, 2026
McKinley Carter Wealth Services, Inc. History Reduced 15,717 910 0.05% 0.06% 373 -4,348 -21.67% Q4 2025 Feb 06, 2026
Aldebaran Financial Inc. History Added to 15,433 903 0.84% 0.82% 374 +1,053 7.32% Q4 2025 Jan 23, 2026
FELL CAPITAL MANAGEMENT /ADV History New 15,415 892 0.87% — 375 +15,415 New Q4 2025 Mar 27, 2026
SEEDS INVESTOR LLC History Reduced 15,418 892 0.17% 0.23% 376 -3,809 -19.81% Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Reduced 14,576 890 0.03% 0.03% 377 -1,197 -7.59% Q4 2025 Jan 27, 2026
Worth Financial Advisory Group, LLC History Added to 15,364 889 0.43% 0.49% 379 +163 1.07% Q4 2025 Jan 16, 2026
WorthPointe, LLC History Reduced 15,359 889 0.23% 0.33% 378 -28 -0.18% Q4 2025 Jan 26, 2026
Ranch Capital Advisors Inc. History Added to 15,334 887 0.33% 0.32% 380 +845 5.83% Q4 2025 Feb 05, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 15,245 882 0.31% 0.32% 381 -166 -1.08% Q4 2025 Feb 13, 2026
Brand Asset Management Group, Inc. History Reduced 15,172 878 0.25% 0.25% 382 -619 -3.92% Q4 2025 Feb 11, 2026
Grey Ledge Advisors, LLC History Added to 15,120 875 0.2% 0.19% 383 +580 3.99% Q4 2025 Feb 05, 2026
Balefire, LLC History Added to 15,023 869 0.17% 0.17% 384 +290 1.97% Q4 2025 Jan 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 14,939 865 0.01% 0.02% 385 -1,501 -9.13% Q4 2025 Feb 19, 2026
Fusion Family Wealth, LLC History No change 14,891 862 0.07% 0.06% 386 0 0.0% Q4 2025 Feb 04, 2026
Tidemark, LLC History Reduced 14,870 861 0.24% 0.26% 387 -743 -4.76% Q4 2025 Feb 10, 2026
Second Line Capital, LLC History Reduced 14,806 857 0.18% 0.18% 388 -352 -2.32% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 14,713 852 0.02% 0.02% 389 -136 -0.92% Q4 2025 Feb 04, 2026
Global Financial Private Client, LLC History Added to 14,690 850 0.3% 0.29% 390 +654 4.66% Q4 2025 Jan 27, 2026
NOVUS ADVISORS, LLC History Added to 14,455 837 1.87% 1.86% 391 +305 2.16% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History No change 14,276 826 0.06% 0.06% 392 0 0.0% Q4 2025 Jan 20, 2026
Valpey Financial Services, LLC History Added to 14,064 814 0.52% 0.48% 393 +1,139 8.81% Q4 2025 Mar 04, 2026
HORAN Wealth, LLC History Added to 14,053 813 0.12% 0.13% 394 +2 0.01% Q4 2025 Feb 04, 2026
Dorsey & Whitney Trust CO LLC History No change 14,024 812 0.04% 0.04% 395 0 0.0% Q4 2025 Feb 11, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 14,014 811 0.24% 0.25% 396 -4 -0.03% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Reduced 13,755 796 0.0% 0.0% 397 -66 -0.48% Q4 2025 Feb 05, 2026
Sachetta, LLC History Reduced 13,653 790 0.43% 0.31% 398 -724 -5.04% Q4 2025 Feb 02, 2026
TWO SIGMA SECURITIES, LLC History New 13,550 784 0.11% — 399 +13,550 New Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Reduced 13,551 784 0.02% 0.02% 400 -35 -0.26% Q4 2025 Feb 06, 2026
WHITE PINE CAPITAL LLC History No change 13,511 782 0.22% 0.22% 401 0 0.0% Q4 2025 Feb 09, 2026
Taylor & Morgan Wealth Management, LLC History Added to 13,474 780 0.44% 0.41% 402 +1,749 14.92% Q4 2025 Jan 16, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 13,401 776 0.11% 0.12% 403 -552 -3.96% Q4 2025 Jan 28, 2026
Legacy Edge Advisors, LLC History New 13,367 774 0.08% — 405 +13,367 New Q4 2025 Feb 02, 2026
MGB Wealth Management, LLC History Added to 13,366 774 0.22% 0.22% 404 +21 0.16% Q4 2025 Feb 17, 2026
Park Place Capital Corp History Added to 13,290 769 0.16% 0.16% 406 +49 0.37% Q4 2025 Jan 09, 2026
F/m Investments LLC History Added to 13,257 767 0.03% 0.03% 407 +445 3.47% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History No change 13,244 766 0.06% 0.06% 408 0 0.0% Q4 2025 Jan 23, 2026
Fortitude Family Office, LLC History Reduced 13,197 764 0.18% 0.21% 409 -177 -1.32% Q4 2025 Jan 15, 2026
COMERICA BANK History Added to 12,955 750 0.0% 0.0% 410 +1,485 12.95% Q4 2025 Jan 29, 2026
Arete Wealth Advisors, LLC History Added to 12,954 750 0.05% 0.04% 411 +595 4.81% Q4 2025 Feb 13, 2026
ERn Financial, LLC History Reduced 12,940 749 0.14% 0.15% 412 -52 -0.4% Q4 2025 Jan 15, 2026
Inman Jager Wealth Management, LLC History Added to 12,903 747 0.46% 0.15% 413 +8,806 214.94% Q4 2025 Jan 26, 2026
Caitlin John, LLC History Added to 12,836 743 0.49% 0.29% 414 +5,485 74.62% Q4 2025 Feb 18, 2026
Vawter Financial, Ltd. History No change 12,747 738 0.31% 0.33% 415 0 0.0% Q4 2025 Feb 02, 2026
Drucker Wealth 3.0, LLC History Added to 12,709 735 0.13% 0.12% 417 +580 4.78% Q4 2025 Feb 03, 2026
HBK Sorce Advisory LLC History No change 11,688 735 0.02% 0.02% 416 0 0.0% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Reduced 12,526 725 0.04% 0.04% 418 -804 -6.03% Q4 2025 Jan 23, 2026
Ascent Group, LLC History Reduced 12,412 718 0.02% 0.03% 419 -325 -2.55% Q4 2025 Jan 20, 2026
ATLAS CAPITAL ADVISORS INC. History New 12,235 708 0.08% — 420 +12,235 New Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Reduced 12,216 707 0.05% 0.05% 421 -199 -1.6% Q4 2025 Feb 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 12,200 706 0.08% 0.09% 422 0 0.0% Q4 2025 Feb 17, 2026
PFG Advisors History Added to 12,162 704 0.03% 0.03% 423 +459 3.92% Q4 2025 Jan 27, 2026
Maridea Wealth Management LLC History Added to 12,045 697 0.1% 0.1% 424 +229 1.94% Q4 2025 Jan 08, 2026
Anfield Capital Management, LLC History No change 11,859 686 0.22% 0.2% 425 0 0.0% Q4 2025 Feb 03, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 11,839 685 0.49% — 426 +11,839 New Q4 2025 Feb 13, 2026
Stegent Equity Advisors, Inc. History Reduced 11,675 676 0.53% 0.55% 427 -168 -1.42% Q4 2025 Jan 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 11,664 675 0.0% 0.0% 428 +2,768 31.12% Q4 2025 Feb 18, 2026
COURIER CAPITAL LLC History Added to 11,593 671 0.04% 0.04% 429 +346 3.08% Q4 2025 Jan 29, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 11,529 667 0.01% 0.01% 430 +1 0.01% Q4 2025 Feb 13, 2026
Jump Financial, LLC History Added to 11,506 666 0.01% 0.01% 431 +356 3.19% Q4 2025 Feb 17, 2026
Up Capital Management, Inc. History New 11,468 664 0.59% — 433 +11,468 New Q4 2025 Mar 23, 2026
Bleakley Financial Group, LLC History New 11,467 664 0.01% — 432 +11,467 New Q4 2025 Feb 09, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 11,200 648 0.02% 0.02% 434 -300 -2.61% Q4 2025 Feb 04, 2026
International Private Wealth Advisors LLC History Added to 11,121 643 0.4% 0.37% 435 +894 8.74% Q4 2025 Jan 14, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 4,947 626 0.3% — 436 +4,947 New Q4 2025 Jan 09, 2026
PRINCIPAL SECURITIES, INC. History Added to 10,795 625 0.01% 0.0% 437 +6,756 167.27% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 10,798 625 0.0% 0.0% 438 +310 2.96% Q4 2025 Feb 13, 2026
Investment Planning Advisors, Inc. History Reduced 10,757 622 0.18% 0.2% 439 -349 -3.14% Q4 2025 Jan 20, 2026
Summit Financial, LLC History New 10,702 619 0.01% — 440 +10,702 New Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History No change 10,630 615 0.07% 0.07% 441 0 0.0% Q4 2025 Jan 20, 2026
NATIXIS ADVISORS, LLC History Added to 10,427 604 0.0% 0.0% 442 +118 1.14% Q4 2025 Feb 10, 2026
Flagship Private Wealth, LLC History Added to 10,387 601 0.24% 0.19% 443 +1,957 23.21% Q4 2025 Feb 04, 2026
Charter Oak Capital Management, LLC History Added to 10,367 600 0.05% 0.05% 444 +113 1.1% Q4 2025 Jan 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 10,339 598 0.47% — 445 +10,339 New Q4 2025 Feb 11, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 10,279 595 0.0% 0.0% 446 +486 4.96% Q4 2025 Feb 11, 2026
Ameritas Advisory Services, LLC History Added to 10,149 587 0.02% 0.03% 447 +1,062 11.69% Q4 2025 Feb 04, 2026
Pine Valley Investments Ltd Liability Co History Added to 10,036 581 0.03% 0.03% 448 +8 0.08% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Reduced 9,921 574 0.0% 0.0% 449 -4,755 -32.4% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Added to 9,854 570 0.02% 0.01% 450 +5,787 142.29% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 9,837 569 0.02% 0.01% 451 +2,695 37.73% Q4 2025 Feb 13, 2026
Leslie Global Wealth, LLC History Reduced 9,700 561 0.25% 0.27% 452 -292 -2.92% Q4 2025 Feb 02, 2026
Gen-Wealth Partners Inc History Added to 9,673 560 0.18% 0.18% 453 +474 5.15% Q4 2025 Feb 13, 2026
Narus Financial Partners, LLC History Reduced 9,562 553 0.15% 0.16% 454 -523 -5.19% Q4 2025 Feb 09, 2026
Fiduciary Alliance LLC History Added to 9,503 550 0.04% 0.03% 455 +2,878 43.44% Q4 2025 Jan 22, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 9,464 548 0.16% 0.16% 456 +95 1.01% Q4 2025 Feb 10, 2026
Goldstein Advisors, LLC History No change 9,452 547 0.06% 0.07% 457 0 0.0% Q4 2025 Feb 10, 2026
Fourth Dimension Wealth, LLC History Added to 9,407 544 0.2% 0.19% 459 +888 10.42% Q4 2025 Feb 04, 2026
DAVENPORT & Co LLC History Added to 9,399 544 0.0% 0.0% 458 +712 8.2% Q4 2025 Jan 12, 2026
Steward Partners Investment Advisory, LLC History Added to 9,359 541 0.0% 0.0% 460 +936 11.11% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 9,310 539 0.0% 0.0% 461 -901 -8.82% Q4 2025 Feb 06, 2026
Lutz Financial Services LLC History No change 9,264 536 0.04% 0.04% 462 0 0.0% Q4 2025 Feb 06, 2026
Laraway Financial Advisors Inc History Added to 9,188 532 0.35% 0.31% 463 +1,354 17.28% Q4 2025 Feb 13, 2026
Hidden Cove Wealth Management, LLC History Reduced 9,119 528 0.34% 0.35% 464 -178 -1.91% Q4 2025 Feb 02, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 9,050 524 0.1% 0.11% 465 -45 -0.49% Q4 2025 Jan 27, 2026
MOTCO History No change 9,028 522 0.05% 0.05% 466 0 0.0% Q4 2025 Feb 06, 2026
Strategic Financial Concepts, LLC History Reduced 8,963 519 0.47% 0.23% 467 -18,219 -67.03% Q4 2025 Feb 09, 2026
Sollinda Capital Management LLC History Reduced 8,955 518 0.13% 0.23% 468 -5,870 -39.6% Q4 2025 Jan 15, 2026
Outlook Wealth Advisors, LLC History Added to 8,881 514 0.12% 0.12% 469 +160 1.83% Q4 2025 Feb 11, 2026
COMMERCE BANK History Added to 8,867 513 0.0% 0.0% 470 +113 1.29% Q4 2025 Feb 13, 2026
Keystone Financial Group History Reduced 8,846 512 0.04% 0.15% 471 -1,699 -16.11% Q4 2025 Feb 06, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 8,828 511 0.98% 0.62% 472 +271 3.17% Q4 2025 Jan 21, 2026
Ironwood Wealth Management, LLC. History Added to 8,761 507 0.15% 0.17% 473 +11 0.13% Q4 2025 Feb 02, 2026
Jordan Park Group LLC History New 8,698 503 0.03% — 474 +8,698 New Q4 2025 Feb 10, 2026
Tyche Wealth Partners LLC History Reduced 8,649 500 0.08% 0.09% 475 -792 -8.39% Q4 2025 Jan 23, 2026
Americana Partners, LLC History Added to 8,632 499 0.01% 0.01% 476 +1 0.01% Q4 2025 Feb 06, 2026
Garrett Wealth Advisory Group, LLC History Added to 8,517 493 0.09% 0.09% 477 +325 3.97% Q4 2025 Feb 04, 2026
Neuberger Berman Group LLC History No change 8,424 487 0.0% 0.0% 478 0 0.0% Q4 2025 Feb 13, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 8,360 484 0.27% — 479 +8,360 New Q4 2025 Feb 17, 2026
Claro Advisors Inc. History Reduced 8,300 480 0.07% 0.07% 480 -76 -0.91% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History No change 8,127 470 0.0% 0.0% 481 0 0.0% Q4 2025 Feb 13, 2026
Falcon Wealth Planning History Reduced 8,019 464 0.04% 0.04% 482 -3 -0.04% Q4 2025 Feb 03, 2026
EVOKE WEALTH, LLC History Added to 7,956 460 0.01% 0.01% 483 +249 3.23% Q4 2025 Feb 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 7,885 456 0.01% 0.01% 484 +15 0.19% Q4 2025 Jan 23, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 7,862 455 0.28% 0.3% 485 0 0.0% Q4 2025 Feb 24, 2026
Texas Yale Capital Corp. History Added to 7,850 454 0.01% 0.01% 486 +900 12.95% Q4 2025 Feb 10, 2026
Apella Capital, LLC History Added to 7,813 452 0.01% 0.01% 487 +350 4.69% Q4 2025 Jan 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 7,790 451 0.03% 0.03% 488 +687 9.67% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 7,748 448 0.01% 0.01% 489 -87 -1.11% Q4 2025 Feb 09, 2026
Opulen Financial Group LLC History Added to 7,638 442 0.32% 0.31% 490 +378 5.21% Q4 2025 Feb 10, 2026
Landmark Wealth Management, LLC History Reduced 7,629 441 0.17% 0.18% 491 -368 -4.6% Q4 2025 Feb 05, 2026
SFM, LLC History Reduced 7,497 434 0.25% 0.25% 492 -43 -0.57% Q4 2025 Jan 23, 2026
Destination Wealth Management History Reduced 7,451 431 0.01% 0.01% 493 -1,127 -13.14% Q4 2025 Feb 13, 2026
Mystic Asset Management, Inc. History Added to 7,446 431 0.1% 0.09% 494 +275 3.83% Q4 2025 Jan 28, 2026
SMI Advisory Services, LLC History Reduced 7,080 430 0.07% 0.08% 495 -637 -8.25% Q4 2025 Jan 13, 2026
Independent Wealth Network Inc. History Added to 7,409 429 0.13% 0.13% 496 +69 0.94% Q4 2025 Jan 26, 2026
THOMPSON DAVIS & CO., INC. History Added to 7,375 427 0.26% 0.25% 497 +425 6.12% Q4 2025 Jan 12, 2026
Curi Capital, LLC History Added to 7,369 426 0.01% 0.01% 498 +1 0.01% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 7,333 424 0.03% 0.04% 499 -324 -4.23% Q4 2025 Jan 07, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 7,322 423 0.02% 0.02% 500 -1,015 -12.17% Q4 2025 Feb 13, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 7,275 421 0.01% 0.01% 501 0 0.0% Q4 2025 Jan 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 7,112 411 0.01% 0.01% 502 -196 -2.68% Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History Reduced 7,021 411 0.07% 0.07% 503 -174 -2.42% Q4 2025 Jan 23, 2026
DAVIS R M INC History Reduced 7,096 410 0.01% 0.01% 504 -3,755 -34.61% Q4 2025 Feb 12, 2026
Valtinson Bruner Financial Planning LLC History Reduced 6,982 404 0.12% 0.12% 505 -327 -4.47% Q4 2025 Feb 09, 2026
Marion Wealth Management History Reduced 6,586 402 0.09% 0.09% 507 -103 -1.54% Q4 2025 Jan 26, 2026
Sigma Planning Corp History Added to 6,949 402 0.01% 0.01% 506 +26 0.38% Q4 2025 Jan 30, 2026
NWAM LLC History Added to 6,549 397 0.02% 0.02% 508 +78 1.21% Q4 2025 Feb 04, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 6,814 394 0.06% 0.06% 509 +25 0.37% Q4 2025 Jan 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 6,744 390 0.02% — 510 +6,744 New Q4 2025 Feb 10, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 6,363 387 0.02% 0.02% 511 +382 6.39% Q4 2025 Feb 03, 2026
KPP Advisory Services LLC History Added to 6,673 386 0.06% 0.04% 512 +2,109 46.21% Q4 2025 Feb 02, 2026
SAX WEALTH ADVISORS, LLC History Added to 6,619 383 0.02% 0.02% 513 +1,297 24.37% Q4 2025 Jan 12, 2026
Chevy Chase Trust Holdings, LLC History No change 6,566 380 0.0% 0.0% 514 0 0.0% Q4 2025 Feb 13, 2026
Astoria Portfolio Advisors LLC. History Added to 6,086 378 0.09% 0.08% 515 +603 11.0% Q4 2025 Feb 24, 2026
American Money Management, LLC History No change 6,505 376 0.06% 0.06% 516 0 0.0% Q4 2025 Feb 10, 2026
Stablepoint Partners, LLC History Reduced 6,486 375 0.06% 0.06% 517 -351 -5.13% Q4 2025 Jan 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 6,454 373 0.02% 0.02% 518 +1,886 41.29% Q4 2025 Jan 28, 2026
Spinnaker Investment Group, LLC History Added to 6,365 368 0.07% 0.06% 519 +397 6.65% Q4 2025 Jan 12, 2026
HARMONY ASSET MANAGEMENT LLC History No change 6,315 365 0.12% 0.12% 520 0 0.0% Q4 2025 Feb 06, 2026
Tandem Wealth Advisors LLC History New 6,217 360 0.16% — 521 +6,217 New Q4 2025 Feb 12, 2026
Values Added Financial LLC History No change 6,118 354 0.15% 0.16% 522 0 0.0% Q4 2025 Jan 16, 2026
Legacy Financial Strategies, LLC History Added to 6,102 353 0.06% 0.06% 523 +4 0.07% Q4 2025 Jan 23, 2026
Wealth Advisors of Tampa Bay, LLC History No change 6,080 352 0.12% 0.12% 524 0 0.0% Q4 2025 Feb 09, 2026
Beckerman Institutional, LLC History No change 6,081 352 0.2% 0.2% 525 0 0.0% Q4 2025 Feb 10, 2026
Balboa Wealth Partners History Added to 5,999 347 0.06% 0.06% 526 +43 0.72% Q4 2025 Jan 16, 2026
Advisor OS, LLC History Reduced 5,907 342 0.03% 0.55% 527 -106,388 -94.74% Q4 2025 Feb 04, 2026
WealthPoint Financial, LLC History New 5,894 341 0.3% — 528 +5,894 New Q4 2025 Feb 19, 2026
MJP ASSOCIATES INC /ADV History Reduced 5,852 338 0.04% 0.83% 529 -104,228 -94.68% Q4 2025 Feb 06, 2026
Scarborough Advisors, LLC History Added to 5,838 338 0.06% 0.06% 530 +2 0.03% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,813 336 0.0% 0.0% 531 +133 2.34% Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History Reduced 5,810 336 0.06% 0.06% 532 -106 -1.79% Q4 2025 Jan 07, 2026
Advisors Capital Management, LLC History Reduced 5,787 335 0.0% 0.0% 533 -14 -0.24% Q4 2025 Jan 29, 2026
Cassaday & Co Wealth Management LLC History Added to 5,762 333 0.01% 0.01% 534 +684 13.47% Q4 2025 Feb 03, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 5,733 332 0.12% 0.15% 535 -868 -13.15% Q4 2025 Jan 26, 2026
Vertex Planning Partners, LLC History Reduced 5,702 330 0.08% 0.06% 536 -224 -3.78% Q4 2025 Feb 17, 2026
Wescott Financial Advisory Group, LLC History New 5,686 329 0.03% — 537 +5,686 New Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 5,650 327 0.01% 0.01% 538 +42 0.75% Q4 2025 Jan 21, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 5,638 326 0.07% 0.07% 539 0 0.0% Q4 2025 Jan 07, 2026
VCI Wealth Management LLC History Reduced 5,628 325 0.09% 0.46% 540 -20,753 -78.67% Q4 2025 Jan 27, 2026
Safe Harbor Wealth Advisors, LLC History New 5,228 323 0.31% — 541 +5,228 New Q4 2025 Feb 13, 2026
APS Management Group, Inc. History Added to 5,553 321 0.27% 0.28% 542 +14 0.25% Q4 2025 Jan 28, 2026
WLTH Capital Management, LLC History New 5,112 319 0.25% — 545 +5,112 New Q4 2025 Feb 24, 2026
NorthRock Partners, LLC History Reduced 5,514 319 0.01% 0.01% 544 -389 -6.59% Q4 2025 Feb 17, 2026
ROMAN BUTLER FULLERTON & CO History Added to 5,179 319 0.08% 0.08% 543 +12 0.23% Q4 2025 Jan 26, 2026
MAI Capital Management History Added to 5,429 314 0.0% 0.0% 546 +136 2.57% Q4 2025 Feb 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 5,405 313 0.07% 0.1% 548 -1,504 -21.77% Q4 2025 Jan 09, 2026
Ironwood Financial, llc History Added to 5,156 313 0.05% 0.05% 547 +1 0.02% Q4 2025 Jan 15, 2026
Truepoint, Inc. History Added to 5,388 312 0.01% 0.01% 549 +24 0.45% Q4 2025 Feb 11, 2026
BridgePort Financial Solutions, LLC History Added to 5,388 312 0.08% 0.08% 550 +19 0.35% Q4 2025 Jan 16, 2026
Barnes Wealth Management Group, Inc History Reduced 5,386 311 0.17% 0.3% 551 -4,016 -42.71% Q4 2025 Feb 24, 2026
Canvas Wealth Advisors, LLC History Reduced 5,324 308 0.05% 0.06% 552 -48 -0.89% Q4 2025 Jan 12, 2026
Amicus Financial Advisors, LLC History New 5,317 307 0.09% — 555 +5,317 New Q4 2025 Mar 02, 2026
Orion Capital Management LLC History Reduced 5,315 307 0.1% 0.11% 554 -300 -5.34% Q4 2025 Feb 03, 2026
USAdvisors Wealth Management, LLC History Added to 5,306 307 0.1% 0.1% 553 +80 1.53% Q4 2025 Feb 05, 2026
Innovative Wealth Building LLC History New 5,271 305 0.22% — 556 +5,271 New Q4 2025 Feb 17, 2026
Acorn Wealth Advisors, LLC History Reduced 5,253 304 0.09% 0.09% 557 -56 -1.05% Q4 2025 Feb 10, 2026
WealthPLAN Partners, LLC History No change 5,230 302 0.05% 0.04% 558 0 0.0% Q4 2025 Feb 12, 2026
Latitude Advisors, LLC History Added to 5,209 301 0.13% 0.12% 559 +674 14.86% Q4 2025 Jan 27, 2026
Milestone Asset Management Group, LLC History Added to 5,176 299 0.17% 0.19% 560 +8 0.15% Q4 2025 Feb 03, 2026
Continuum Advisory, LLC History Reduced 5,130 297 0.03% 0.03% 561 -5 -0.1% Q4 2025 Feb 11, 2026
DECISION INVESTMENTS, INC History New 5,110 295 0.32% — 564 +5,110 New Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History New 5,103 295 0.0% — 562 +5,103 New Q4 2025 Feb 09, 2026
Capital Advisors, Ltd. LLC History No change 5,100 295 0.03% 0.03% 563 0 0.0% Q4 2025 Jan 21, 2026
Diligent Investors, LLC History Added to 5,065 293 0.07% 0.07% 565 +1 0.02% Q4 2025 Jan 23, 2026
VestGen Advisors, LLC History Reduced 5,054 292 0.01% 0.03% 566 -8,655 -63.13% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 4,985 288 0.0% 0.0% 567 -467 -8.57% Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History Added to 4,964 287 0.01% 0.02% 568 +1,333 36.71% Q4 2025 Feb 17, 2026
MATAURO, LLC History Reduced 4,957 287 0.04% 0.05% 569 -486 -8.93% Q4 2025 Jan 16, 2026
Hilltop Holdings Inc. History Reduced 4,935 285 0.02% 0.02% 570 -133 -2.62% Q4 2025 Feb 17, 2026
Mattern Wealth Management LLC History No change 4,906 284 0.05% 0.06% 571 0 0.0% Q4 2025 Jan 16, 2026
Estate Counselors, LLC History Reduced 4,860 281 0.02% 0.03% 572 -2,170 -30.87% Q4 2025 Feb 02, 2026
PCG Wealth Advisors, LLC History No change 4,839 280 0.08% 0.08% 573 0 0.0% Q4 2025 Feb 05, 2026
Optimist Retirement Group LLC History Added to 4,813 278 0.13% 0.12% 574 +3 0.06% Q4 2025 Feb 09, 2026
Fullerton Advisors, LLC History New 4,764 275 0.27% — 575 +4,764 New Q4 2025 Feb 02, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 4,681 271 0.22% 0.17% 576 +1,699 56.98% Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 4,626 267 0.0% — 577 +4,626 New Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 4,611 267 0.0% 0.01% 578 -36 -0.77% Q4 2025 Jan 16, 2026
Midwestern Financial, LLC /IA History Added to 4,606 266 0.22% 0.22% 579 +17 0.37% Q4 2025 Feb 06, 2026
Spectrum Planning & Advisory Services Inc. History Added to 4,581 265 0.14% 0.15% 580 +20 0.44% Q4 2025 Feb 10, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 4,549 263 0.04% 0.05% 581 -353 -7.2% Q4 2025 Feb 03, 2026
Investmark Advisory Group LLC History Reduced 4,534 262 0.11% 0.16% 582 -2,000 -30.61% Q4 2025 Jan 28, 2026
QRG CAPITAL MANAGEMENT, INC. History New 4,522 261 0.0% — 583 +4,522 New Q4 2025 Feb 02, 2026
Capital CS Group, LLC History Added to 4,495 260 0.4% 0.38% 585 +256 6.04% Q4 2025 Jan 09, 2026
Goodman Financial Corp History Reduced 4,491 260 0.05% 0.05% 584 -35 -0.77% Q4 2025 Jan 08, 2026
Paladin Wealth, LLC History New 4,484 259 0.18% — 586 +4,484 New Q4 2025 Jan 15, 2026
October Effect Ltd History Added to 4,488 259 0.29% 0.24% 587 +676 17.73% Q4 2025 Jan 20, 2026
Five Oceans Advisors History Added to 4,459 258 0.09% 0.09% 588 +98 2.25% Q4 2025 Jan 16, 2026
VANGUARD GROUP INC History New 4,448 257 0.0% — 589 +4,448 New Q4 2025 Jan 29, 2026
Valeo Financial Advisors, LLC History Reduced 4,455 257 0.01% 0.01% 590 -1,392 -23.81% Q4 2025 Feb 04, 2026
HUB Investment Partners, LLC History New 4,357 252 0.01% — 592 +4,357 New Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Added to 4,363 252 0.01% 0.01% 591 +202 4.85% Q4 2025 Feb 04, 2026
Savvy Advisors, Inc. History Reduced 4,320 250 0.01% 0.02% 593 -4,109 -48.75% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Added to 4,317 249 0.0% 0.0% 594 +108 2.57% Q4 2025 Feb 13, 2026
Dynamic Financial Group History Added to 4,306 249 0.21% 0.21% 595 +18 0.42% Q4 2025 Jan 26, 2026
Altrius Capital Management Inc History Added to 4,298 248 0.05% 0.05% 598 +255 6.31% Q4 2025 Feb 02, 2026
SigFig Wealth Management, LLC History Added to 4,296 248 0.01% 0.01% 596 +67 1.58% Q4 2025 Jan 16, 2026
Tranquility Partners, LLC History No change 4,288 248 0.09% 0.08% 597 0 0.0% Q4 2025 Feb 03, 2026
My Personal CFO, LLC History New 4,228 244 0.1% — 600 +4,228 New Q4 2025 Jan 15, 2026
Acropolis Investment Management, LLC History Added to 4,218 244 0.01% 0.01% 599 +6 0.14% Q4 2025 Jan 14, 2026
HEADINVEST, LLC History Added to 4,174 241 0.05% 0.04% 601 +404 10.72% Q4 2025 Feb 02, 2026
WFA of San Diego, LLC History Reduced 4,163 241 0.18% 0.16% 602 -13 -0.31% Q4 2025 Feb 17, 2026
Round Rock Advisors LLC History Added to 4,145 240 0.04% 0.04% 603 +120 2.98% Q4 2025 Jan 27, 2026
Rialto Wealth Management, LLC History No change 4,147 240 0.06% 0.06% 604 0 0.0% Q4 2025 Jan 12, 2026
Brown Financial Advisors History New 4,108 237 0.09% — 605 +4,108 New Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 4,088 236 0.0% 0.0% 606 -159 -3.74% Q4 2025 Feb 03, 2026
Precision Wealth Strategies, LLC History Reduced 4,047 234 0.08% 0.15% 608 -4,253 -51.24% Q4 2025 Jan 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 4,043 234 0.01% — 607 +4,043 New Q4 2025 Jan 26, 2026
Old Port Advisors History Reduced 4,026 233 0.06% 0.06% 609 -102 -2.47% Q4 2025 Jan 08, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 4,015 232 0.08% 0.09% 610 +348 9.49% Q4 2025 Feb 12, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History New 3,990 231 0.02% — 611 +3,990 New Q4 2025 Feb 11, 2026
Convergence Financial, LLC History Reduced 4,006 231 0.03% 0.03% 613 -19 -0.47% Q4 2025 Feb 11, 2026
True North Advisors, LLC History No change 3,992 231 0.03% 0.04% 612 0 0.0% Q4 2025 Jan 22, 2026
US BANCORP \DE\ History Added to 3,920 227 0.0% 0.0% 614 +118 3.1% Q4 2025 Jan 30, 2026
MSH Capital Advisors LLC History Reduced 3,921 227 0.05% 0.06% 615 -45 -1.13% Q4 2025 Feb 09, 2026
NORDEN GROUP LLC History Added to 3,875 224 0.02% 0.02% 616 +34 0.89% Q4 2025 Jan 13, 2026
Vestment Financial LLC History No change 3,679 223 0.12% 0.12% 617 0 0.0% Q4 2025 Jan 23, 2026
WEALTHGARDEN F.S. LLC History New 3,639 222 0.15% — 619 +3,639 New Q4 2025 Feb 11, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 3,843 222 0.01% 0.01% 618 +123 3.31% Q4 2025 Feb 17, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Reduced 3,804 220 0.09% 0.1% 620 -145 -3.67% Q4 2025 Feb 13, 2026
MARIPAU WEALTH MANAGEMENT LLC History New 3,801 219 0.1% — 621 +3,801 New Q4 2025 Feb 17, 2026
SFG Wealth Management, LLC. History New 3,778 218 0.09% — 622 +3,778 New Q4 2025 Feb 03, 2026
Grey Fox Wealth Advisors, LLC History Added to 3,748 217 0.04% 0.04% 623 +3 0.08% Q4 2025 Feb 12, 2026
Diversify Advisory Services, LLC History New 3,516 216 0.01% — 624 +3,516 New Q4 2025 Jan 23, 2026
Magnolia Private Wealth, LLC History No change 3,742 216 0.15% 0.16% 625 0 0.0% Q4 2025 Feb 06, 2026
Denver PWM, LLC History No change 3,953 214 0.07% 0.07% 626 0 0.0% Q4 2025 Feb 11, 2026
Guardian Wealth Advisors, LLC History Reduced 3,665 212 0.12% 0.12% 628 -60 -1.61% Q4 2025 Feb 02, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 3,674 212 0.07% 0.07% 627 0 0.0% Q4 2025 Jan 12, 2026
HB Wealth Management, LLC History No change 3,658 211 0.0% 0.0% 629 0 0.0% Q4 2025 Jan 28, 2026
Certified Advisory Corp History New 3,614 209 0.02% — 630 +3,614 New Q4 2025 Jan 12, 2026
SIGNATUREFD, LLC History Added to 3,576 207 0.0% 0.0% 631 +117 3.38% Q4 2025 Jan 20, 2026
NBC SECURITIES, INC. History Added to 3,550 205 0.02% 0.01% 632 +172 5.09% Q4 2025 Jan 29, 2026
SUMMIT WEALTH GROUP LLC / CO History New 3,538 204 0.03% — 633 +3,538 New Q4 2025 Feb 04, 2026
Professional Financial Advisors, LLC History New 3,516 203 0.04% — 634 +3,516 New Q4 2025 Jan 15, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History New 3,499 202 0.1% — 636 +3,499 New Q4 2025 Jan 30, 2026
STEPHENS INC /AR/ History New 3,489 202 0.0% — 635 +3,489 New Q4 2025 Feb 05, 2026
ForthRight Wealth Management, LLC History Reduced 3,499 202 0.06% 0.07% 637 -773 -18.09% Q4 2025 Jan 13, 2026
Maia Wealth LLC History New 3,258 201 0.03% — 638 +3,258 New Q4 2025 Feb 17, 2026
Arlington Trust Co LLC History No change 3,436 198 0.02% 0.04% 639 0 0.0% Q4 2025 Jan 30, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 3,195 185 0.01% 0.01% 640 0 0.0% Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,177 183 0.01% 0.06% 641 -10,988 -77.57% Q4 2025 Feb 03, 2026
Newbridge Financial Services Group, Inc. History Added to 3,174 183 0.03% 0.03% 642 +8 0.25% Q4 2025 Jan 21, 2026
JDM Financial Group LLC History Reduced 3,158 182 0.07% 0.08% 643 -29 -0.91% Q4 2025 Feb 02, 2026
Smartleaf Asset Management LLC History Added to 2,909 170 0.01% 0.01% 644 +435 17.58% Q4 2025 Feb 13, 2026
Triumph Capital Management History New 2,579 149 0.03% — 645 +2,579 New Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 2,524 146 0.0% 0.0% 646 -93 -3.55% Q4 2025 Feb 17, 2026
Richard W. Paul & Associates, LLC History Reduced 2,518 145 0.05% 0.05% 647 -296 -10.52% Q4 2025 Feb 12, 2026
Front Row Advisors LLC History No change 2,491 144 0.05% 0.05% 648 0 0.0% Q4 2025 Feb 12, 2026
Financial Freedom, LLC History Reduced 2,214 128 0.06% 0.11% 649 -1,630 -42.4% Q4 2025 Feb 17, 2026
CX Institutional History Reduced 2,174 126 0.0% 0.0% 650 -616 -22.08% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History Reduced 2,140 123 0.0% 0.01% 651 -3,000 -58.37% Q4 2025 Feb 17, 2026
GGM Financials LLC History Reduced 2,088 120 0.06% 0.06% 652 -28 -1.32% Q4 2025 Feb 04, 2026
Longview Financial Advisors LLC History Added to 2,009 116 0.06% 0.07% 653 +2 0.1% Q4 2025 Jan 14, 2026
Parallel Advisors, LLC History Added to 1,997 115 0.0% 0.0% 654 +95 4.99% Q4 2025 Feb 11, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,921 111 0.01% 0.01% 655 -33 -1.69% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History No change 1,851 111 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 26, 2026
Team Financial Group, LLC History Added to 1,872 108 0.05% 0.04% 657 +237 14.5% Q4 2025 Jan 13, 2026
Hilltop National Bank History No change 1,776 102 0.02% 0.02% 658 0 0.0% Q4 2025 Jan 07, 2026
UMB Bank, n.a. History New 1,632 94 0.0% — 659 +1,632 New Q4 2025 Feb 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,620 93 0.01% 0.01% 660 0 0.0% Q4 2025 Jan 23, 2026
Rossmore Private Capital History Added to 1,579 91 0.01% 0.01% 661 +602 61.62% Q4 2025 Feb 05, 2026
Spire Wealth Management History No change 1,513 87 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 14, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 1,506 87 0.06% 0.07% 663 0 0.0% Q4 2025 Feb 10, 2026
Paladin Advisory Group, LLC History Reduced 1,390 80 0.06% 0.07% 664 -244 -14.93% Q4 2025 Jan 21, 2026
Strive Financial Group ,LLC History New 1,312 75 0.04% — 665 +1,312 New Q4 2025 Feb 18, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 1,230 74 0.0% 0.0% 666 -50 -3.91% Q4 2025 Jan 26, 2026
WealthShield Partners, LLC History Added to 1,247 72 0.01% 0.01% 667 +4 0.32% Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History Added to 1,232 71 0.02% 0.06% 668 +228 22.71% Q4 2025 Feb 17, 2026
Litman Gregory Wealth Management LLC History New 1,200 69 0.01% — 669 +1,200 New Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 1,193 69 0.0% 0.0% 670 -44 -3.56% Q4 2025 Feb 03, 2026
Graney & King, LLC History No change 1,148 66 0.04% 0.04% 671 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,084 62 0.0% 0.0% 672 +2 0.18% Q4 2025 Jan 14, 2026
AMERICAN NATIONAL BANK & TRUST History No change 1,059 61 0.01% 0.01% 673 0 0.0% Q4 2025 Jan 20, 2026
IFC & Insurance Marketing, Inc. History New 918 53 0.05% — 674 +918 New Q4 2025 Feb 12, 2026
Millstone Evans Group, LLC History No change 900 52 0.03% 0.03% 675 0 0.0% Q4 2025 Feb 02, 2026
Arax Advisory Partners History New 895 51 0.0% — 676 +895 New Q4 2025 Feb 13, 2026
TOMPKINS FINANCIAL CORP History New 851 49 0.0% — 678 +851 New Q4 2025 Jan 08, 2026
HUNTINGTON NATIONAL BANK History Added to 847 49 0.0% 0.0% 677 +261 44.54% Q4 2025 Feb 09, 2026
Barnes Dennig Private Wealth Management LLC History Added to 824 47 0.05% 0.02% 679 +494 149.7% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History No change 806 46 0.0% 0.0% 680 0 0.0% Q4 2025 Feb 17, 2026
Caldwell Trust Co History New 758 43 0.0% — 682 +758 New Q4 2025 Jan 30, 2026
DecisionPoint Financial, LLC History Added to 752 43 0.01% 0.01% 681 +140 22.88% Q4 2025 Jan 29, 2026
CENTRAL TRUST Co History Added to 731 42 0.0% 0.0% 683 +174 31.24% Q4 2025 Feb 02, 2026
ROTHSCHILD INVESTMENT LLC History Added to 731 42 0.0% 0.0% 684 +2 0.27% Q4 2025 Feb 10, 2026
IMA Advisory Services, Inc. History No change 700 40 0.0% 0.0% 685 0 0.0% Q4 2025 Feb 11, 2026
Collier Financial History Added to 690 39 0.03% 0.01% 686 +520 305.88% Q4 2025 Feb 12, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 652 38 0.0% 0.0% 687 -948 -59.25% Q4 2025 Feb 03, 2026
Winch Advisory Services, LLC History Added to 640 37 0.01% 0.01% 688 +2 0.31% Q4 2025 Feb 03, 2026
SITTNER & NELSON, LLC History No change 565 35 0.01% 0.01% 689 0 0.0% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History New 601 34 0.0% — 690 +601 New Q4 2025 Feb 17, 2026
OPTIMA CAPITAL LLC History New 572 33 0.01% — 691 +572 New Q4 2025 Jan 23, 2026
Compass Financial Services Inc History Added to 553 32 0.01% 0.01% 692 +2 0.36% Q4 2025 Feb 27, 2026
Bernard Wealth Management Corp. History No change 565 32 0.01% 0.01% 693 0 0.0% Q4 2025 Jan 15, 2026
Elyxium Wealth, LLC History New 535 31 0.01% — 694 +535 New Q4 2025 Feb 05, 2026
Stone House Investment Management, LLC History Added to 535 30 0.0% 0.0% 695 +197 58.28% Q4 2025 Jan 21, 2026
Crewe Advisors LLC History Added to 534 30 0.0% 0.0% 696 +182 51.7% Q4 2025 Jan 16, 2026
Center for Financial Planning, Inc. History Added to 513 29 0.0% 0.0% 698 +32 6.65% Q4 2025 Feb 05, 2026
GHP Investment Advisors, Inc. History Added to 513 29 0.0% 0.0% 697 +2 0.39% Q4 2025 Jan 27, 2026
LRI Investments, LLC History No change 509 29 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 04, 2026
AMERIFLEX GROUP, INC. History New 496 28 0.01% — 701 +496 New Q4 2025 Feb 18, 2026
Root Financial Partners, LLC History Reduced 485 28 0.0% 0.0% 700 -178 -26.85% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 460 26 0.0% 0.0% 702 0 0.0% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History No change 425 24 0.0% 0.0% 703 0 0.0% Q4 2025 Feb 20, 2026
ORG Partners LLC History No change 430 24 0.0% 0.0% 704 0 0.0% Q4 2025 Jan 14, 2026
GPS Wealth Strategies Group, LLC History Reduced 392 22 0.02% 0.06% 706 -9,777 -96.15% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 373 22 0.0% 0.0% 705 -204 -35.36% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Reduced 365 21 0.0% 0.0% 707 -225 -38.14% Q4 2025 Feb 06, 2026
Comprehensive Financial Planning, Inc./PA History New 356 20 0.01% — 708 +356 New Q4 2025 Feb 11, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 314 18 0.0% — 709 +314 New Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History New 300 17 0.0% — 710 +300 New Q4 2025 Feb 11, 2026
Kingdom Financial Group LLC. History New 298 17 0.01% — 711 +298 New Q4 2025 Feb 06, 2026
North Ridge Wealth Advisors, Inc. History Added to 285 16 0.01% 0.01% 712 +14 5.17% Q4 2025 Feb 13, 2026
Cranbrook Wealth Management, LLC History Added to 253 14 0.0% 0.0% 713 +18 7.66% Q4 2025 Jan 28, 2026
Safe Harbor Fiduciary, LLC History New 233 13 0.01% — 715 +233 New Q4 2025 Feb 17, 2026
Wilkerson Advisory Group LLC History New 229 13 0.0% — 716 +229 New Q4 2025 Feb 13, 2026
Deane Retirement Strategies, Inc. History Added to 226 13 0.01% 0.0% 714 +25 12.44% Q4 2025 Jan 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 220 12 0.0% — 717 +220 New Q4 2025 Feb 09, 2026
Lodestone Wealth Management LLC History New 204 11 0.0% — 721 +204 New Q4 2025 Jan 15, 2026
Trust Co History New 191 11 0.0% — 719 +191 New Q4 2025 Jan 15, 2026
Oakworth Capital, Inc. History No change 199 11 0.0% 0.0% 718 0 0.0% Q4 2025 Jan 30, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 190 11 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 02, 2026
Realta Investment Advisors History Added to 173 10 0.0% 0.0% 722 +155 861.11% Q4 2025 Jan 20, 2026
HFM Investment Advisors, LLC History Added to 179 10 0.0% 0.0% 724 +23 14.74% Q4 2025 Feb 05, 2026
Topsail Wealth Management, LLC History No change 189 10 0.0% 0.0% 723 0 0.0% Q4 2025 Feb 04, 2026
First Pacific Financial History New 164 9 0.0% — 727 +164 New Q4 2025 Jan 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 157 9 0.0% — 725 +157 New Q4 2025 Feb 13, 2026
BLUELINE ADVISORS LLC History New 156 9 0.01% — 730 +156 New Q4 2025 Feb 10, 2026
Vermillion Wealth Management, Inc. History Added to 163 9 0.0% 0.0% 726 +52 46.85% Q4 2025 Feb 11, 2026
Covestor Ltd History Added to 155 9 0.0% 0.0% 728 +24 18.32% Q4 2025 Feb 06, 2026
Coston, McIsaac & Partners History No change 169 9 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 03, 2026
CITIGROUP INC History New 133 7 0.0% — 731 +133 New Q4 2025 Feb 13, 2026
HOEY INVESTMENTS, INC History New 124 7 0.0% — 733 +124 New Q4 2025 Jan 28, 2026
BFSG, LLC History Reduced 125 7 0.0% 0.0% 732 -13 -9.42% Q4 2025 Jan 22, 2026
Quest 10 Wealth Builders, Inc. History Added to 117 6 0.01% 0.0% 736 +98 515.79% Q4 2025 Jan 29, 2026
FINANCIAL CONSULATE, INC History No change 118 6 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 22, 2026
Frazier Financial Advisors, LLC History No change 116 6 0.0% 0.0% 735 0 0.0% Q4 2025 Feb 09, 2026
MASECO LLP History No change 111 6 0.0% 0.0% 737 0 0.0% Q4 2025 Jan 22, 2026
Manchester Capital Management LLC History New 100 5 0.0% — 739 +100 New Q4 2025 Feb 11, 2026
Atlantic Private Wealth, LLC History Added to 91 5 0.0% 0.0% 743 +1 1.11% Q4 2025 Feb 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 90 5 0.0% 0.0% 738 0 0.0% Q4 2025 Jan 28, 2026
Asset Dedication, LLC History No change 88 5 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 26, 2026
Investors Research Corp History No change 101 5 0.0% 0.0% 741 0 0.0% Q4 2025 Jan 06, 2026
CVA Family Office, LLC History No change 100 5 0.0% 0.0% 742 0 0.0% Q4 2025 Jan 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 90 5 0.0% 0.0% 744 0 0.0% Q4 2025 Feb 09, 2026
Breakwater Investment Management History No change 90 5 0.0% 0.0% 745 0 0.0% Q4 2025 Feb 02, 2026
REAP Financial Group, LLC History No change 103 5 0.0% 0.0% 746 0 0.0% Q4 2025 Feb 10, 2026
PITTENGER & ANDERSON INC History New 79 4 0.0% — 747 +79 New Q4 2025 Feb 02, 2026
Rossby Financial, LCC History Reduced 71 4 0.0% 0.0% 752 -14 -16.47% Q4 2025 Feb 12, 2026
IMG Wealth Management, Inc. History Added to 73 4 0.0% 0.0% 751 +10 15.87% Q4 2025 Feb 05, 2026
FAS Wealth Partners, Inc. History No change 82 4 0.0% 0.0% 748 0 0.0% Q4 2025 Feb 18, 2026
Carolina Wealth Advisors, LLC History No change 70 4 0.0% 0.0% 749 0 0.0% Q4 2025 Jan 21, 2026
1620 INVESTMENT ADVISORS, INC. History No change 78 4 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 05, 2026
Security National Bank History Reduced 53 3 0.0% 0.0% 756 -258 -82.96% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 62 3 0.0% — 753 +62 New Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 52 3 0.0% — 754 +52 New Q4 2025 Jan 20, 2026
Johnson Financial Group, Inc. History No change 54 3 0.0% 0.0% 755 0 0.0% Q4 2025 Feb 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 55 3 0.0% 0.0% 757 0 0.0% Q4 2025 Jan 20, 2026
Woodside Wealth Management LLC History No change 66 3 0.0% 0.0% 758 0 0.0% Q4 2025 Jan 30, 2026
FIDUCIARY ADVISORS, INC. History New 45 2 0.0% — 762 +45 New Q4 2025 Jan 27, 2026
Pillar Financial Advisors, LLC History New 41 2 0.0% — 763 +41 New Q4 2025 Feb 02, 2026
Community Bank, N.A. History No change 45 2 0.0% 0.0% 759 0 0.0% Q4 2025 Feb 04, 2026
Sound Income Strategies, LLC History No change 43 2 0.0% 0.0% 760 0 0.0% Q4 2025 Jan 21, 2026
TUCKER ASSET MANAGEMENT LLC History No change 45 2 0.0% 0.0% 761 0 0.0% Q4 2025 Feb 05, 2026
Beaird Harris Wealth Management, LLC History New 34 1 0.0% — 771 +34 New Q4 2025 Feb 23, 2026
Tower Research Capital LLC (TRC) History New 23 1 0.0% — 766 +23 New Q4 2025 Feb 17, 2026
SHP Wealth Management History New 22 1 0.0% — 768 +22 New Q4 2025 Mar 04, 2026
BROWN BROTHERS HARRIMAN & CO History No change 27 1 0.0% 0.0% 764 0 0.0% Q4 2025 Feb 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 24 1 0.0% 0.0% 765 0 0.0% Q4 2025 Jan 30, 2026
Archer Investment Corp History No change 24 1 0.0% 0.0% 767 0 0.0% Q4 2025 Jan 30, 2026
Fortis Group Advisors, LLC History No change 20 1 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 06, 2026
Running Point Capital Advisors, LLC History No change 23 1 0.0% 0.0% 770 0 0.0% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.91% — -1,881,210 -100.0% Q3 2025 Oct 14, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 3.71% — -406,116 -100.0% Q3 2025 Nov 12, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 2.74% — -390,903 -100.0% Q3 2025 Oct 31, 2025
Farrow Financial, Inc. History Closed out 0 0 — 1.61% — -48,572 -100.0% Q3 2025 Nov 03, 2025
WealthTrak Capital Management LLC History Closed out 0 0 — 1.46% — -31,057 -100.0% Q3 2025 Nov 14, 2025
HM PAYSON & CO History Closed out 0 0 — 0.02% — -29,207 -100.0% Q3 2025 Oct 17, 2025
Municipal Employees' Retirement System of Michigan History Closed out 0 0 — 0.02% — -26,947 -100.0% Q3 2025 Nov 12, 2025
Keystone Wealth Services, LLC History Closed out 0 0 — 0.33% — -26,826 -100.0% Q3 2025 Oct 22, 2025
M Holdings Securities, Inc. History Closed out 0 0 — 0.24% — -19,944 -100.0% Q3 2025 Nov 13, 2025
Synergy Asset Management, LLC History Closed out 0 0 — 0.02% — -11,273 -100.0% Q3 2025 Oct 21, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -10,100 -100.0% Q3 2025 Nov 13, 2025
Coppell Advisory Solutions LLC History Closed out 0 0 — 0.06% — -9,659 -100.0% Q3 2025 Nov 14, 2025
ABSHER WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -7,251 -100.0% Q3 2025 Oct 22, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -6,874 -100.0% Q3 2025 Oct 14, 2025
Worth Asset Management, LLC History Closed out 0 0 — 0.17% — -6,641 -100.0% Q3 2025 Oct 17, 2025
Prime Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -4,782 -100.0% Q3 2025 Nov 05, 2025
Focus Financial Network, Inc. History Closed out 0 0 — 0.01% — -4,773 -100.0% Q3 2025 Oct 10, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.03% — -4,381 -100.0% Q3 2025 Nov 12, 2025
Trexquant Investment LP History Closed out 0 0 — 0.0% — -4,170 -100.0% Q3 2025 Nov 14, 2025
Procyon Advisors, LLC History Closed out 0 0 — 0.01% — -3,808 -100.0% Q3 2025 Oct 28, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.08% — -3,027 -100.0% Q3 2025 Nov 07, 2025
SYM FINANCIAL Corp History Closed out 0 0 — 0.01% — -2,000 -100.0% Q3 2025 Nov 03, 2025
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — 0.01% — -1,132 -100.0% Q3 2025 Oct 09, 2025
Legacy Wealth Managment, LLC/ID History Reduced 16 0 — 0.02% — -959 -98.36% Q4 2025 Feb 03, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 — 0.0% — -953 -100.0% Q3 2025 Nov 12, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.02% — -488 -100.0% Q3 2025 Nov 06, 2025
BALLAST ADVISORS LLC History Closed out 0 0 — 0.01% — -455 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -323 -100.0% Q3 2025 Nov 07, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.01% — -277 -100.0% Q3 2025 Nov 10, 2025