SPDR SERIES TRUST - SPSM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 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
LPL Financial LLC History Added to 26,990,277 1,264,764 0.35% 0.35% 1 +1,362,095 5.31% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Reduced 21,127,449 990,032 1.88% 2.03% 2 -1,873,289 -8.14% Q4 2025 Feb 12, 2026
Betterment LLC History Added to 18,757,519 878,977 1.67% 1.66% 3 +614,934 3.39% Q4 2025 Feb 12, 2026
MORGAN STANLEY History Added to 13,747,260 644,196 0.04% 0.02% 4 +8,375,030 155.89% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 6,463,327 302,871 0.05% 0.05% 5 +100,394 1.58% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Reduced 5,302,606 248,480 3.06% 3.18% 6 -13,280 -0.25% Q4 2025 Jan 26, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,840,334 179,958 0.01% 0.01% 7 +567,637 17.34% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 3,798,684 177,980 0.04% 0.04% 8 +46,096 1.23% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,491,605 163,616 0.05% 0.05% 9 -390,898 -10.07% Q4 2025 Feb 10, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 3,480,713 163,106 2.47% 2.4% 10 +199,522 6.08% Q4 2025 Jan 22, 2026
Creative Planning History Reduced 2,793,205 130,889 0.09% 0.1% 11 -36,169 -1.28% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,578,563 120,831 0.04% 0.04% 12 -195,011 -7.03% Q4 2025 Feb 18, 2026
OSAIC HOLDINGS, INC. History Reduced 1,996,690 93,568 0.14% 0.15% 13 -260,308 -11.53% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,912,458 89,617 0.05% 0.05% 14 -19,020 -0.98% Q4 2025 Feb 06, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Added to 1,810,603 84,844 3.88% 2.72% 15 +6,486 0.36% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 1,809,499 84,793 8.85% 9.51% 16 +56,885 3.25% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 1,722,177 80,703 1.34% 1.31% 17 +55,342 3.32% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Added to 1,682,637 78,848 1.55% 1.59% 18 +38,971 2.37% Q4 2025 Jan 14, 2026
STATE STREET CORP History Reduced 1,659,396 77,759 0.0% 0.0% 19 -65,429 -3.79% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Reduced 1,541,745 72,246 0.15% 0.17% 20 -132,382 -7.91% Q4 2025 Jan 23, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,518,739 71,168 0.05% 0.05% 21 +42,322 2.87% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 1,338,313 62,713 0.07% 0.07% 22 +92,756 7.45% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 1,308,832 61,331 0.49% 0.53% 23 -104,370 -7.39% Q4 2025 Jan 27, 2026
MASON STREET ADVISORS, LLC History Added to 1,293,880 60,631 5.97% 5.59% 24 +130,180 11.19% Q4 2025 Feb 04, 2026
UBS Group AG History Reduced 1,286,446 60,282 0.01% 0.01% 25 -226,413 -14.97% Q4 2025 Jan 29, 2026
Dakota Wealth Management History Added to 1,278,412 59,906 1.06% 1.14% 26 +52,308 4.27% Q4 2025 Jan 13, 2026
STIFEL FINANCIAL CORP History Added to 1,197,065 56,094 0.05% 0.05% 27 +64,159 5.66% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 1,189,659 55,747 0.26% 0.28% 28 -24,581 -2.02% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 1,177,323 55,169 0.19% 0.21% 29 -77,527 -6.18% Q4 2025 Feb 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 1,130,882 52,993 1.02% 1.02% 30 +34,422 3.14% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 1,038,086 48,644 0.05% 0.06% 31 -20,612 -1.95% Q4 2025 Feb 06, 2026
Morningstar Investment Management LLC History Added to 1,011,729 47,410 2.8% 1.69% 32 +17,572 1.77% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 994,990 46,625 0.01% 0.01% 33 +102,413 11.47% Q4 2025 Feb 13, 2026
MIDLAND WEALTH ADVISORS, LLC History Added to 980,587 45,950 2.39% 2.4% 34 +12,850 1.33% Q4 2025 Jan 26, 2026
Equitable Holdings, Inc. History Added to 957,742 44,879 0.31% 0.32% 35 +17,117 1.82% Q4 2025 Feb 17, 2026
Stadion Money Management, LLC History Reduced 926,488 43,415 3.52% 3.72% 36 -78,994 -7.86% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 895,746 41,974 0.06% 0.05% 37 +1,281 0.14% Q4 2025 Feb 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 790,099 37,024 2.35% 2.33% 38 +20,560 2.67% Q4 2025 Jan 23, 2026
DAVENPORT & Co LLC History Added to 785,590 36,812 0.2% 0.18% 39 +48,810 6.62% Q4 2025 Jan 12, 2026
Align Financial, LLC History New 36,410 36,410 0.02% — 40 +36,410 New Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 775,506 36,340 0.05% 0.05% 41 -64,522 -7.68% Q4 2025 Feb 02, 2026
Focus Financial Network, Inc. History Added to 746,798 34,994 1.22% 1.19% 42 +25,512 3.54% Q4 2025 Jan 12, 2026
Peterson Wealth Advisors, LLC History Reduced 718,855 33,685 4.49% 5.03% 43 -10,284 -1.41% Q4 2025 Jan 09, 2026
Banco Santander, S.A. History New 696,741 32,649 0.24% — 44 +696,741 New Q4 2025 Feb 13, 2026
One Day In July LLC History Added to 679,174 31,826 2.61% 2.39% 45 +70,291 11.54% Q4 2025 Feb 04, 2026
ROYAL BANK OF CANADA History New 657,057 30,789 0.01% — 46 +657,057 New Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 649,968 30,457 0.21% 0.18% 47 +102,894 18.81% Q4 2025 Feb 11, 2026
CWM, LLC History Reduced 647,723 30,352 0.08% 0.09% 48 -6,752 -1.03% Q4 2025 Jan 26, 2026
ST GERMAIN D J CO INC History Added to 641,853 30,077 1.17% 1.12% 49 +35,821 5.91% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Reduced 635,944 29,804 0.04% 0.05% 50 -20,034 -3.05% Q4 2025 Mar 09, 2026
VICUS CAPITAL History Added to 626,745 29,369 2.2% 1.6% 51 +175,402 38.86% Q4 2025 Jan 22, 2026
BOKF, NA History Added to 625,365 29,304 0.45% 0.4% 52 +47,105 8.15% Q4 2025 Feb 03, 2026
RKL Wealth Management LLC History Added to 611,870 28,672 2.35% 2.04% 53 +94,168 18.19% Q4 2025 Feb 12, 2026
Compton Financial Group, LLC History Added to 606,332 28,412 6.43% 6.55% 54 +19,207 3.27% Q4 2025 Feb 05, 2026
KWB Wealth History Added to 603,914 28,299 2.68% 0.84% 55 +425,076 237.69% Q4 2025 Jan 12, 2026
ABOUND FINANCIAL, LLC History Reduced 584,730 27,400 10.6% 11.48% 56 -34,959 -5.64% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 582,737 27,307 0.16% 0.14% 57 +170,490 41.36% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 544,325 26,448 0.04% 0.04% 58 -32,317 -5.6% Q4 2025 Jan 08, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 563,967 26,427 1.16% 0.75% 59 +181,708 47.54% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 540,377 25,322 0.79% 0.77% 60 +20,959 4.04% Q4 2025 Jan 06, 2026
GREENLEAF TRUST History Added to 539,767 25,293 0.23% 0.02% 61 +498,307 1201.9% Q4 2025 Jan 21, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 533,566 25,003 0.07% 0.07% 62 -26,392 -4.71% Q4 2025 Feb 05, 2026
Crews Bank & Trust History Reduced 518,642 24,303 3.48% 4.09% 63 -84,599 -14.02% Q4 2025 Jan 21, 2026
SPINNAKER TRUST History Reduced 514,216 24,096 1.29% 1.34% 64 -5,645 -1.09% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 504,135 23,646 0.03% 0.03% 65 +19,695 4.07% Q4 2025 Feb 13, 2026
OARSMAN CAPITAL, INC. History Added to 489,940 22,958 2.98% 3.03% 66 +23,637 5.07% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 476,128 22,232 0.07% 0.07% 67 +6,748 1.44% Q4 2025 Feb 10, 2026
Garrett Wealth Advisory Group, LLC History Added to 464,725 21,777 4.12% 4.08% 68 +12,840 2.84% Q4 2025 Feb 04, 2026
Fund Evaluation Group, LLC History Reduced 454,388 21,292 0.7% 0.98% 69 -128,883 -22.1% Q4 2025 Feb 11, 2026
Legacy Edge Advisors, LLC History New 450,872 21,127 2.31% — 70 +450,872 New Q4 2025 Feb 02, 2026
Evernest Financial Advisors, LLC History Added to 399,782 20,568 4.31% 2.11% 71 +237,452 146.28% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 425,333 19,931 0.94% 0.68% 72 +87,596 25.94% Q4 2025 Jan 21, 2026
JPMORGAN CHASE & CO History Reduced 404,400 18,950 0.0% 0.0% 73 -12,154 -2.92% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History New 401,200 18,800 0.01% — 74 +401,200 New Q4 2025 Feb 10, 2026
Allen Capital Group, LLC History Added to 397,908 18,645 1.71% 1.72% 75 +4,636 1.18% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Added to 394,991 18,509 0.45% 0.43% 76 +26,206 7.11% Q4 2025 Jan 28, 2026
Financial Gravity Asset Management, Inc. History Added to 387,498 18,158 3.5% 3.36% 77 +20,582 5.61% Q4 2025 Feb 13, 2026
Boston Standard Wealth Management, LLC History Added to 386,674 18,119 2.99% 2.93% 78 +10,410 2.77% Q4 2025 Jan 07, 2026
Shepherd Financial Partners LLC History Added to 385,786 18,077 1.67% 1.63% 79 +16,682 4.52% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Reduced 385,647 18,071 0.15% 0.14% 80 -10,705 -2.7% Q4 2025 Jan 05, 2026
Leicht Financial Planning & Wealth Management, Inc. History Reduced 381,677 17,885 8.0% 8.1% 81 -6,027 -1.55% Q4 2025 Feb 04, 2026
Composition Wealth, LLC History Added to 381,412 17,872 0.26% 0.22% 82 +59,513 18.49% Q4 2025 Feb 02, 2026
Foguth Wealth Management, LLC. History New 357,830 16,925 2.62% — 83 +357,830 New Q4 2025 Jan 05, 2026
Atlas Private Wealth Advisors History Added to 356,452 16,703 3.9% 3.94% 84 +9,550 2.75% Q4 2025 Feb 05, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 350,243 16,412 2.66% 2.68% 85 +19,244 5.81% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 348,217 16,317 0.04% 0.04% 86 +31,816 10.06% Q4 2025 Feb 13, 2026
Hancock Prospecting Pty Ltd History No change 342,840 16,065 0.49% 0.52% 87 0 0.0% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 342,643 16,056 0.13% 0.15% 88 -15,052 -4.21% Q4 2025 Jan 26, 2026
Octavia Wealth Advisors, LLC History Reduced 337,402 15,810 1.51% 1.75% 89 -42,901 -11.28% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Added to 333,329 15,619 0.05% 0.05% 90 +14,066 4.41% Q4 2025 Feb 02, 2026
JNBA Financial Advisors History Reduced 331,663 15,541 1.36% 1.41% 91 -3,909 -1.16% Q4 2025 Jan 26, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 325,936 15,273 1.06% 1.06% 92 +8,911 2.81% Q4 2025 Jan 07, 2026
Integrated Wealth Concepts LLC History Reduced 322,302 15,103 0.18% 0.15% 93 -36,007 -10.05% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 320,541 15,020 0.15% 0.16% 94 -7,193 -2.19% Q4 2025 Feb 13, 2026
TPG Financial Advisors, LLC History Added to 318,743 14,936 4.99% 4.98% 95 +30,172 10.46% Q4 2025 Feb 06, 2026
Financial Security Advisor, Inc. History Added to 317,382 14,872 2.88% 3.07% 96 +5,770 1.85% Q4 2025 Feb 05, 2026
AlphaStar Capital Management, LLC History Added to 312,207 14,630 1.07% 1.01% 97 +59,217 23.41% Q4 2025 Feb 02, 2026
WBH ADVISORY INC History Added to 310,182 14,535 1.08% 1.09% 98 +1,056 0.34% Q4 2025 Jan 26, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 306,200 14,348 1.61% 1.56% 99 +11,062 3.75% Q4 2025 Jan 22, 2026
Impact Partnership Wealth, LLC History Added to 305,662 14,323 1.84% 1.95% 100 +23,008 8.14% Q4 2025 Feb 10, 2026
Austin Private Wealth, LLC History Reduced 303,728 14,232 1.06% 1.21% 101 -40,620 -11.8% Q4 2025 Jan 20, 2026
United Asset Strategies, Inc. History Added to 297,330 13,932 1.08% 1.09% 102 +4,372 1.49% Q4 2025 Jan 28, 2026
Windsor Capital Management, LLC History Reduced 296,955 13,915 3.84% 3.8% 103 -243 -0.08% Q4 2025 Jan 15, 2026
Sanctuary Advisors, LLC History Reduced 293,479 13,752 0.08% 0.07% 104 -3,599 -1.21% Q4 2025 Jan 29, 2026
Kestra Advisory Services, LLC History Added to 288,742 13,530 0.06% 0.06% 105 +4,157 1.46% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Added to 286,957 13,446 2.44% 0.21% 106 +1,000 0.35% Q4 2025 Mar 04, 2026
Taylor & Morgan Wealth Management, LLC History Added to 277,338 12,996 7.28% 7.85% 107 +1,401 0.51% Q4 2025 Jan 16, 2026
Carnegie Investment Counsel History Reduced 273,369 12,810 0.24% 0.25% 108 -13,305 -4.64% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 269,848 12,645 0.05% — 109 +269,848 New Q4 2025 Feb 05, 2026
UNIVEST FINANCIAL Corp History Reduced 269,306 12,619 0.67% 0.73% 110 -11,754 -4.18% Q4 2025 Feb 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 244,125 12,032 0.56% 0.42% 111 +85,482 53.88% Q4 2025 Feb 03, 2026
IHT Wealth Management, LLC History Reduced 252,515 11,832 0.29% 0.31% 112 -8,818 -3.37% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 250,029 11,716 0.26% 0.27% 113 -4,873 -1.91% Q4 2025 Feb 04, 2026
Global Retirement Partners, LLC History Reduced 249,324 11,683 0.21% 0.26% 114 -2,753 -1.09% Q4 2025 Feb 06, 2026
Kensington Asset Management, LLC History New 245,342 11,639 0.6% — 115 +245,342 New Q4 2025 Feb 13, 2026
Syntegra Private Wealth Group, LLC History Reduced 244,443 11,454 1.05% 1.09% 116 -4,030 -1.62% Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Added to 241,792 11,330 0.85% 0.83% 117 +8,868 3.81% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 237,573 11,132 0.23% 0.24% 118 +15,611 7.03% Q4 2025 Feb 03, 2026
Montz Harcus Wealth Management LLC History Added to 236,303 11,073 4.49% 4.52% 119 +12,813 5.73% Q4 2025 Jan 22, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 235,258 11,024 2.45% 8.92% 120 -604,149 -71.97% Q4 2025 Jan 13, 2026
Financial Insights, Inc. History Added to 230,128 10,783 3.61% 3.42% 121 +7,318 3.28% Q4 2025 Mar 31, 2026
NewEdge Advisors, LLC History Reduced 229,665 10,762 0.04% 0.05% 122 -27,477 -10.69% Q4 2025 Feb 18, 2026
SilverOak Wealth Management LLC History Added to 227,746 10,672 1.67% 0.57% 123 +155,262 214.2% Q4 2025 Jan 28, 2026
Richmond Investment Services, LLC History Added to 224,121 10,502 1.82% 1.68% 124 +28,680 14.67% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Reduced 224,056 10,499 0.06% 0.08% 125 -52,775 -19.06% Q4 2025 Feb 10, 2026
Western Wealth Management, LLC History Reduced 222,503 10,426 0.48% 0.57% 126 -8,929 -3.86% Q4 2025 Feb 05, 2026
Carroll Advisory Group, LLC History New 220,920 10,352 4.48% — 127 +220,920 New Q4 2025 Feb 09, 2026
Focus Partners Wealth History Added to 210,459 9,862 0.01% 0.01% 128 +63,567 43.27% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 210,089 9,844 0.11% 0.11% 129 +5,147 2.51% Q4 2025 Jan 20, 2026
ROYCE & ASSOCIATES LP History New 209,799 9,831 0.1% — 130 +209,799 New Q4 2025 Feb 09, 2026
Sterling Investment Advisors, Ltd. History Added to 81,705 9,819 1.81% 1.88% 131 +452 0.56% Q4 2025 Feb 09, 2026
Aspire Capital Advisors LLC History Added to 209,240 9,804 2.3% 2.35% 132 +3,787 1.84% Q4 2025 Jan 16, 2026
Tortoise Investment Management, LLC History Added to 207,692 9,732 0.85% 0.8% 133 +14,824 7.69% Q4 2025 Feb 06, 2026
Penserra Capital Management LLC History New 207,648 9,730 0.12% — 134 +207,648 New Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 204,141 9,566 0.24% 0.26% 135 -12,625 -5.82% Q4 2025 Feb 09, 2026
Gladstone Institutional Advisory LLC History Added to 198,503 9,301 0.35% 0.34% 136 +10,246 5.44% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Added to 190,447 8,924 0.32% 0.33% 137 +2,497 1.33% Q4 2025 Feb 02, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 185,575 8,696 0.35% 0.35% 138 -2,817 -1.5% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 185,314 8,683 0.0% 0.0% 139 -824 -0.44% Q4 2025 Mar 25, 2026
Hibernia Wealth Partners, LLC History Added to 181,470 8,503 2.56% 2.7% 140 +90,441 99.35% Q4 2025 Feb 12, 2026
RVW Wealth, LLC History Reduced 179,982 8,433 0.64% 0.67% 141 -6,635 -3.56% Q4 2025 Jan 12, 2026
Strategic Financial Planning, Inc. History Added to 178,434 8,361 4.76% 3.84% 142 +35,397 24.75% Q4 2025 Feb 17, 2026
Berkeley Capital Partners, LLC History Added to 177,692 8,326 1.96% 1.91% 143 +3,667 2.11% Q4 2025 Feb 05, 2026
WRAPMANAGER INC History Reduced 175,062 8,203 2.77% 2.56% 144 -4,751 -2.64% Q4 2025 Feb 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 173,070 8,200 0.01% 0.01% 145 +111,880 182.84% Q4 2025 Feb 05, 2026
Private Advisory Group LLC History Added to 174,227 8,164 0.64% 0.63% 146 +8,953 5.42% Q4 2025 Jan 15, 2026
Summit Global Investments History Added to 162,371 7,609 0.45% 0.31% 147 +49,595 43.98% Q4 2025 Feb 18, 2026
International City Management Association Retirement Corp History No change 161,660 7,575 3.85% 3.82% 148 0 0.0% Q4 2025 Jan 27, 2026
Bleakley Financial Group, LLC History New 160,869 7,538 0.13% — 149 +160,869 New Q4 2025 Feb 09, 2026
Bensler, LLC History Added to 159,689 7,483 0.75% 0.7% 150 +13,262 9.06% Q4 2025 Feb 04, 2026
Millington Financial Advisors, LLC History Reduced 143,783 7,394 3.28% 3.2% 151 -1,398 -0.96% Q4 2025 Feb 09, 2026
Vivaldi Capital Management LP History Added to 153,188 7,178 0.98% 0.89% 152 +16,874 12.38% Q4 2025 Feb 13, 2026
Warren Street Wealth Advisors, LLC History Reduced 151,388 7,094 2.03% 2.11% 153 -1,577 -1.03% Q4 2025 Jan 29, 2026
Collier Financial History Reduced 151,123 7,081 5.32% 5.48% 154 -6,262 -3.98% Q4 2025 Feb 12, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 151,085 7,079 0.25% 0.25% 155 -5,254 -3.36% Q4 2025 Feb 13, 2026
Orange Investment Advisors, Inc. History Added to 150,565 7,055 0.78% 0.72% 156 +654 0.44% Q4 2025 Feb 06, 2026
Private Wealth Group, LLC History Added to 150,035 7,030 3.37% 3.41% 157 +2,159 1.46% Q4 2025 Jan 12, 2026
AF Advisors, Inc. History Added to 150,000 7,029 2.67% 1.69% 158 +60,000 66.67% Q4 2025 Feb 06, 2026
Asset Management Group, Inc. History Reduced 147,346 6,904 1.12% 1.12% 159 -518 -0.35% Q4 2025 Feb 17, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History Added to 145,585 6,822 3.32% 3.19% 160 +3,000 2.1% Q4 2025 Feb 06, 2026
D.A. DAVIDSON & CO. History Added to 142,121 6,659 0.04% 0.04% 161 +88 0.06% Q4 2025 Jan 29, 2026
Advance Capital Management, Inc. History Reduced 141,121 6,612 0.28% 0.29% 162 -3,471 -2.4% Q4 2025 Jan 06, 2026
Portside Wealth Group, LLC History Added to 137,980 6,465 0.87% 0.8% 163 +13,257 10.63% Q4 2025 Jan 21, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 136,262 6,385 0.92% 0.81% 164 +16,832 14.09% Q4 2025 Jan 28, 2026
Leslie Global Wealth, LLC History Added to 135,398 6,344 2.85% 2.89% 165 +2,520 1.9% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History Reduced 134,896 6,321 0.12% 0.13% 166 -540 -0.4% Q4 2025 Feb 03, 2026
EVOLVE PRIVATE WEALTH, LLC History New 134,631 6,308 0.37% — 167 +134,631 New Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Reduced 132,319 6,200 0.28% 0.29% 168 -4,017 -2.95% Q4 2025 Jan 22, 2026
Advisor OS, LLC History Added to 131,154 6,145 0.5% 0.47% 169 +13,021 11.02% Q4 2025 Feb 04, 2026
IAG Wealth Partners, LLC History Added to 131,075 6,142 0.71% 0.7% 170 +5,526 4.4% Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Added to 129,990 6,091 0.01% 0.01% 171 +3,602 2.85% Q4 2025 Feb 13, 2026
Paulson Wealth Management Inc. History Added to 128,966 6,043 1.4% 1.33% 172 +7,521 6.19% Q4 2025 Feb 05, 2026
Midwest Trust Co History Added to 128,426 6,018 0.08% 0.07% 173 +4,589 3.71% Q4 2025 Feb 04, 2026
WCG Wealth Advisors LLC History Added to 127,960 5,996 0.17% 0.1% 174 +93,559 271.97% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Reduced 131,957 5,948 0.14% 0.12% 175 -2,861 -2.12% Q4 2025 Feb 11, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Reduced 126,910 5,947 2.25% 2.79% 176 -27,565 -17.84% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 124,840 5,850 0.01% 0.01% 177 +5,938 4.99% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 123,005 5,763 0.09% 0.08% 178 +18,783 18.02% Q4 2025 Feb 12, 2026
Gibbs Wealth Management History Reduced 116,256 5,726 1.39% 1.27% 179 -4,711 -3.89% Q4 2025 Jan 23, 2026
Resonant Capital Advisors, LLC History Reduced 121,692 5,702 0.31% 0.34% 180 -3,175 -2.54% Q4 2025 Jan 29, 2026
Rockefeller Capital Management L.P. History Reduced 120,095 5,627 0.01% 0.01% 181 -32,348 -21.22% Q4 2025 Mar 16, 2026
Cornerstone Wealth Management, LLC History Reduced 119,055 5,578 0.29% 0.31% 182 -2,333 -1.92% Q4 2025 Feb 05, 2026
Pachira Investments Inc. History Reduced 118,533 5,554 2.7% 3.65% 183 -21,859 -15.57% Q4 2025 Feb 02, 2026
Aspire Private Capital, LLC History Added to 117,846 5,522 1.23% 0.74% 184 +38,434 48.4% Q4 2025 Jan 16, 2026
Waverly Advisors, LLC History Added to 112,595 5,276 0.04% 0.05% 185 +436 0.39% Q4 2025 Feb 17, 2026
Hofer & Associates. Inc History Added to 111,889 5,243 2.78% 2.88% 186 +3,368 3.1% Q4 2025 Jan 15, 2026
Pathstone Holdings, LLC History New 110,522 5,179 0.02% — 187 +110,522 New Q4 2025 Feb 13, 2026
Fiduciary Group, LLC History Added to 109,121 5,113 0.43% 0.4% 188 +11,574 11.87% Q4 2025 Feb 12, 2026
Napier Financial, LLC History New 108,154 5,068 1.27% — 189 +108,154 New Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Reduced 107,335 5,029 0.01% 0.01% 190 -5,124 -4.56% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 107,000 5,014 0.0% 0.0% 191 -14,700 -12.08% Q4 2025 Jan 23, 2026
626 Financial, LLC History Reduced 106,124 4,972 2.14% 2.16% 192 -320 -0.3% Q4 2025 Feb 05, 2026
XY Planning Network, Inc. History Added to 105,459 4,941 0.86% 0.45% 193 +74,556 241.26% Q4 2025 Jan 26, 2026
Diversify Advisory Services, LLC History Added to 97,709 4,899 0.16% 0.14% 194 +3,835 4.09% Q4 2025 Jan 23, 2026
&PARTNERS History Reduced 103,610 4,855 0.03% 0.03% 195 -91 -0.09% Q4 2025 Feb 17, 2026
Tidal Investments LLC History New 102,373 4,797 0.01% — 196 +102,373 New Q4 2025 Feb 13, 2026
Premier Private Wealth Management LLC History New 95,808 4,792 4.97% — 197 +95,808 New Q4 2025 Feb 11, 2026
Sharkey, Howes & Javer History Reduced 101,181 4,741 0.6% 0.72% 198 -19,792 -16.36% Q4 2025 Jan 13, 2026
Larson Financial Group LLC History Reduced 101,047 4,735 0.16% 0.18% 199 -8,639 -7.88% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Added to 100,592 4,714 0.01% 0.01% 200 +10,908 12.16% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Reduced 100,569 4,712 0.0% 0.0% 201 -4,736 -4.5% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 97,778 4,581 0.09% 0.11% 202 -6,614 -6.34% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History Added to 96,627 4,527 0.1% 0.0% 203 +96,126 19186.83% Q4 2025 Feb 05, 2026
Shum Financial Group, Inc. History Reduced 96,189 4,507 3.25% 3.35% 204 -830 -0.86% Q4 2025 Jan 15, 2026
SEEDS INVESTOR LLC History Reduced 95,846 4,491 0.86% 1.02% 205 -8,555 -8.19% Q4 2025 Jan 27, 2026
AE Wealth Management LLC History Reduced 95,706 4,484 0.03% 0.03% 206 -10,601 -9.97% Q4 2025 Jan 26, 2026
Signal Advisors Wealth, LLC History Reduced 95,557 4,477 0.36% 0.48% 207 -19,084 -16.65% Q4 2025 Jan 13, 2026
SCS Capital Management LLC History Reduced 95,264 4,464 0.05% 0.05% 208 -7,660 -7.44% Q4 2025 Feb 10, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 94,117 4,410 1.55% 1.43% 209 -1,163 -1.22% Q4 2025 Jan 30, 2026
RAINIER FAMILY WEALTH INC History Added to 93,049 4,360 3.29% 3.34% 210 +12,123 14.98% Q4 2025 Jan 20, 2026
MJP ASSOCIATES INC /ADV History Added to 92,937 4,355 0.54% 0.48% 211 +13,991 17.72% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Added to 90,088 4,221 0.01% 0.01% 212 +7,732 9.39% Q4 2025 Feb 12, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 89,302 4,184 1.2% 1.16% 213 +7,424 9.07% Q4 2025 Feb 10, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 86,999 4,076 0.26% 0.28% 214 -790 -0.9% Q4 2025 Jan 20, 2026
NOTTINGHAM ADVISORS, INC. History Added to 94,653 4,075 0.57% 0.59% 215 +2,525 2.74% Q4 2025 Jan 26, 2026
Obermeyer Wealth Partners History Reduced 86,453 4,051 0.19% 0.2% 216 -4,312 -4.75% Q4 2025 Jan 29, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 86,137 4,036 0.06% 0.06% 217 +1,393 1.64% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History New 85,665 4,014 0.13% — 218 +85,665 New Q4 2025 Jan 14, 2026
CVFG LLC History Added to 84,466 3,958 2.71% 2.74% 219 +2,487 3.03% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 82,300 3,856 0.0% 0.0% 220 -11,812 -12.55% Q4 2025 Feb 17, 2026
Perennial Investment Advisors, LLC History Reduced 82,229 3,853 0.3% 0.32% 221 -2,835 -3.33% Q4 2025 Feb 17, 2026
Wealth Advisory Solutions, LLC History Added to 80,958 3,793 0.88% 0.89% 222 +1,313 1.65% Q4 2025 Jan 16, 2026
Compass Wealth Management LLC History Added to 80,831 3,787 0.94% 0.8% 223 +2,997 3.85% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 79,779 3,738 0.04% 0.04% 224 +6,670 9.12% Q4 2025 Feb 05, 2026
LEGACY SOLUTIONS, LLC History Added to 79,571 3,728 3.28% 3.19% 225 +2,934 3.83% Q4 2025 Jan 14, 2026
DDFG, Inc History Added to 78,829 3,693 0.81% 0.82% 226 +2,259 2.95% Q4 2025 Jan 08, 2026
Hughes Financial Services, LLC History Reduced 78,806 3,692 0.58% 0.59% 227 -993 -1.24% Q4 2025 Feb 11, 2026
ALESCO ADVISORS LLC History Added to 76,129 3,567 0.09% 0.07% 228 +21,645 39.73% Q4 2025 Jan 28, 2026
Chicago Partners Investment Group LLC History Reduced 70,285 3,507 0.09% 0.09% 229 -2,450 -3.37% Q4 2025 Jan 28, 2026
Golden State Wealth Management, LLC History Added to 74,745 3,502 0.37% 0.35% 230 +5,701 8.26% Q4 2025 Feb 13, 2026
Sage Financial Management Group, Inc. History Added to 74,258 3,479 1.06% 1.03% 231 +4,823 6.95% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Reduced 73,160 3,428 0.1% 0.1% 232 -541 -0.73% Q4 2025 Feb 11, 2026
MONECO ADVISORS, LLC History Added to 72,562 3,400 0.27% 0.26% 233 +6,247 9.42% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Reduced 72,525 3,398 0.02% 0.02% 234 -406 -0.56% Q4 2025 Feb 03, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 72,271 3,386 0.0% 0.0% 235 +8,369 13.1% Q4 2025 Feb 17, 2026
Destiny Capital Corp/CO History Reduced 70,897 3,322 1.71% 1.79% 237 -175 -0.25% Q4 2025 Jan 23, 2026
Kohmann Bosshard Financial Services, LLC History Added to 70,903 3,322 0.3% 0.34% 236 +3 0.0% Q4 2025 Jan 30, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 70,515 3,304 0.08% 0.08% 238 -1 -0.0% Q4 2025 Feb 03, 2026
Modera Wealth Management, LLC History Reduced 69,702 3,266 0.04% 0.04% 239 -2,077 -2.89% Q4 2025 Jan 21, 2026
Annex Advisory Services, LLC History Reduced 69,479 3,255 0.06% 0.07% 240 -1,867 -2.62% Q4 2025 Jan 26, 2026
Disciplined Investors, L.L.C. History Added to 69,086 3,237 2.12% 2.27% 241 +123 0.18% Q4 2025 Feb 10, 2026
PECAUT & CO. History Reduced 68,583 3,213 1.04% 1.04% 242 -1,000 -1.44% Q4 2025 Feb 10, 2026
Clarus Wealth Advisors History Reduced 65,193 3,213 1.33% 1.36% 243 -227 -0.35% Q4 2025 Jan 14, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 63,476 3,128 0.21% 0.22% 244 +2,110 3.44% Q4 2025 Feb 13, 2026
Breakwater Capital Group History Added to 66,316 3,107 0.43% 0.45% 245 +647 0.99% Q4 2025 Jan 09, 2026
Jacobi Capital Management LLC History Added to 65,905 3,088 0.18% 0.18% 246 +1,386 2.15% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 65,774 3,082 0.02% — 247 +65,774 New Q4 2025 Feb 18, 2026
IFP Advisors, Inc History Added to 65,136 3,052 0.07% 0.05% 248 +26,456 68.4% Q4 2025 Feb 06, 2026
Meridian Financial Advisors, LLC History Reduced 64,722 3,032 1.65% 1.71% 249 -929 -1.42% Q4 2025 Jan 23, 2026
Raleigh Capital Management Inc. History Reduced 64,259 3,011 1.09% 1.44% 250 -17,548 -21.45% Q4 2025 Jan 21, 2026
WLTH Capital Management, LLC History New 58,856 3,004 2.32% — 251 +58,856 New Q4 2025 Feb 24, 2026
Garden State Investment Advisory Services LLC History Reduced 63,372 2,972 0.65% 0.66% 252 -619 -0.97% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 62,690 2,937 0.02% 0.02% 253 +1,975 3.25% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 62,459 2,926 0.05% 0.07% 254 -12,306 -16.46% Q4 2025 Feb 19, 2026
Sowell Financial Services LLC History Added to 62,041 2,907 0.11% 0.11% 255 +1,849 3.07% Q4 2025 Jan 21, 2026
CreativeOne Wealth, LLC History Reduced 61,790 2,895 0.07% 0.08% 256 -9,683 -13.55% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Added to 61,688 2,890 0.13% 0.14% 257 +1,625 2.71% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 61,590 2,886 0.14% 0.14% 258 +396 0.65% Q4 2025 Jan 20, 2026
Wealthcare Capital Partners, LLC History Added to 61,487 2,881 1.35% 1.24% 259 +3,401 5.86% Q4 2025 Jan 14, 2026
Opal Wealth Advisors, LLC History Reduced 61,196 2,867 0.75% 0.8% 260 -557 -0.9% Q4 2025 Jan 26, 2026
Cyndeo Wealth Partners, LLC History Reduced 61,017 2,859 0.15% 0.19% 261 -13,278 -17.87% Q4 2025 Jan 07, 2026
Farther Finance Advisors, LLC History Added to 60,994 2,858 0.03% 0.04% 262 +3,049 5.26% Q4 2025 Jan 23, 2026
FMR LLC History Added to 60,452 2,832 0.0% 0.0% 263 +4,220 7.5% Q4 2025 Feb 17, 2026
Amicus Financial Advisors, LLC History New 60,269 2,824 0.79% — 264 +60,269 New Q4 2025 Mar 02, 2026
CFM WEALTH PARTNERS LLC History Reduced 60,179 2,819 0.41% 0.4% 265 -40 -0.07% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Reduced 59,788 2,801 0.25% 0.25% 266 -2,619 -4.2% Q4 2025 Jan 26, 2026
Modern Wealth Management, LLC History Reduced 59,392 2,783 0.05% 0.06% 267 -903 -1.5% Q4 2025 Feb 17, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 58,929 2,761 0.27% 0.24% 268 +7,932 15.55% Q4 2025 Jan 20, 2026
SECURIAN ASSET MANAGEMENT, INC History Added to 58,724 2,751 0.1% 0.05% 269 +15,700 36.49% Q4 2025 Feb 04, 2026
SkyOak Wealth, LLC History Added to 58,671 2,749 0.49% 0.51% 270 +750 1.29% Q4 2025 Feb 05, 2026
Jaffetilchin Investment Partners, LLC History Added to 58,433 2,738 0.16% 0.16% 271 +287 0.49% Q4 2025 Jan 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 56,764 2,665 0.13% 0.11% 272 +18,383 47.9% Q4 2025 Jan 28, 2026
RMR Capital Management, LLC History Reduced 56,058 2,626 1.89% 1.86% 273 -1,435 -2.5% Q4 2025 Feb 12, 2026
Bill Few Associates, Inc. History Added to 55,344 2,593 0.64% 0.61% 274 +3,993 7.78% Q4 2025 Jan 12, 2026
Ironwood Wealth Management, LLC. History Reduced 55,327 2,592 0.76% 0.87% 275 -574 -1.03% Q4 2025 Feb 02, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 55,205 2,586 0.9% 0.93% 276 +264 0.48% Q4 2025 Jan 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 55,020 2,578 0.08% 0.08% 277 +4,350 8.58% Q4 2025 Feb 13, 2026
Blueprint Investment Partners LLC History Added to 54,993 2,576 0.28% 0.24% 278 +17,924 48.35% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 54,829 2,569 0.0% 0.0% 279 -1,348 -2.4% Q4 2025 Feb 18, 2026
Marathon Strategic Advisors, LLC History Added to 54,514 2,554 1.95% 1.87% 280 +4,124 8.18% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Added to 53,559 2,509 0.0% 0.0% 281 +8,739 19.5% Q4 2025 Feb 11, 2026
Legend Financial Advisors, Inc. History Added to 53,300 2,497 1.51% 1.29% 282 +7,941 17.51% Q4 2025 Jan 23, 2026
Stablepoint Partners, LLC History Added to 53,214 2,493 0.39% 0.38% 283 +1,714 3.33% Q4 2025 Jan 13, 2026
Walkner Condon Financial Advisors LLC History Added to 53,075 2,487 0.35% 0.38% 284 +888 1.7% Q4 2025 Jan 21, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 52,678 2,468 0.18% 0.16% 285 +7,982 17.86% Q4 2025 Feb 04, 2026
BCGM Wealth Management, LLC History Reduced 52,418 2,456 0.63% 0.64% 286 -890 -1.67% Q4 2025 Jan 07, 2026
NorthRock Partners, LLC History Added to 52,318 2,451 0.04% 0.04% 287 +458 0.88% Q4 2025 Feb 17, 2026
Coastwise Capital Group, LLC History Added to 51,277 2,402 1.2% 1.53% 288 +4,381 9.34% Q4 2025 Feb 12, 2026
Maia Wealth LLC History Added to 47,501 2,394 0.41% 0.33% 289 +4,976 11.7% Q4 2025 Feb 17, 2026
Stone Summit Wealth LLC History Reduced 50,914 2,385 0.65% 0.68% 290 -943 -1.82% Q4 2025 Jan 27, 2026
G&S Capital LLC History Added to 50,323 2,358 0.83% 0.84% 291 +1,435 2.94% Q4 2025 Jan 28, 2026
AdvisorNet Financial, Inc History Added to 49,488 2,318 0.12% 0.12% 292 +2,468 5.25% Q4 2025 Jan 20, 2026
BANK OF MONTREAL /CAN/ History Added to 48,471 2,271 0.0% 0.0% 293 +11,567 31.34% Q4 2025 Feb 12, 2026
SEMITAM BONAM LLC History Added to 48,313 2,263 1.88% 1.91% 294 +2,100 4.54% Q4 2025 Jan 20, 2026
Alta Wealth Advisors LLC History Added to 48,132 2,255 0.75% 0.8% 295 +148 0.31% Q4 2025 Feb 03, 2026
NBC SECURITIES, INC. History Added to 47,996 2,249 0.17% 0.15% 296 +6,994 17.06% Q4 2025 Jan 29, 2026
Orion Porfolio Solutions, LLC History Added to 47,783 2,239 0.02% 0.02% 297 +2,638 5.84% Q4 2025 Feb 12, 2026
Tandem Investment Partners LLC History Added to 47,528 2,227 1.88% 1.77% 298 +920 1.97% Q4 2025 Jan 21, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 47,487 2,225 0.25% 0.2% 299 +9,763 25.88% Q4 2025 Jan 08, 2026
Kingsview Wealth Management, LLC History Added to 47,457 2,223 0.03% 0.03% 300 +1,217 2.63% Q4 2025 Feb 09, 2026
Rothschild Wealth LLC History Added to 46,898 2,197 0.21% 0.44% 301 +2,818 6.39% Q4 2025 Feb 17, 2026
Fifth Third Wealth Advisors LLC History Added to 46,433 2,175 0.08% 0.07% 302 +5,682 13.94% Q4 2025 Jan 15, 2026
Apollon Wealth Management, LLC History Added to 46,336 2,171 0.04% 0.04% 303 +3,295 7.66% Q4 2025 Jan 22, 2026
Manhattan West Asset Management, LLC History Reduced 46,160 2,163 0.44% 0.48% 304 -3,179 -6.44% Q4 2025 Feb 02, 2026
Krilogy Financial LLC History Reduced 43,224 2,157 0.07% 0.08% 305 -671 -1.53% Q4 2025 Jan 27, 2026
IFG Advisors, LLC History Reduced 45,958 2,153 0.36% 0.35% 306 -152 -0.33% Q4 2025 Jan 13, 2026
Gambit Capital Management, LLC History New 45,810 2,146 1.54% — 307 +45,810 New Q4 2025 Feb 06, 2026
Fortitude Family Office, LLC History Reduced 45,375 2,126 0.49% 0.59% 308 -1,921 -4.06% Q4 2025 Jan 15, 2026
TrueWealth Financial Partners History New 45,276 2,121 1.75% — 309 +45,276 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 45,276 2,121 1.75% — 310 +45,276 New Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 44,986 2,108 0.03% 0.03% 311 +17,562 64.04% Q4 2025 Mar 12, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 42,697 2,104 1.95% — 312 +42,697 New Q4 2025 Feb 18, 2026
Affinity Capital Advisors, LLC History Reduced 44,692 2,094 0.29% 0.36% 313 -5,764 -11.42% Q4 2025 Jan 09, 2026
Concurrent Investment Advisors, LLC History Added to 44,616 2,090 0.02% 0.01% 314 +33,159 289.42% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 43,810 2,052 0.0% 0.0% 315 -1,016 -2.27% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Added to 43,775 2,051 0.12% 0.1% 316 +6,060 16.07% Q4 2025 Jan 30, 2026
Cresset Asset Management, LLC History Added to 43,555 2,041 0.01% 0.01% 317 +1,792 4.29% Q4 2025 Feb 17, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History Added to 43,393 2,033 1.36% 1.36% 318 +1,092 2.58% Q4 2025 Feb 10, 2026
Towercrest Capital Management History Reduced 43,343 2,031 0.32% 0.38% 319 -7,503 -14.76% Q4 2025 Jan 21, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 43,188 2,023 1.17% 1.17% 320 -314 -0.72% Q4 2025 Jan 15, 2026
NovaPoint Capital, LLC History Added to 43,135 2,021 0.52% 0.47% 321 +1,586 3.82% Q4 2025 Jan 21, 2026
Goodman Financial Corp History Reduced 42,863 2,008 0.38% 0.39% 322 -388 -0.9% Q4 2025 Jan 08, 2026
Sunflower Bank, N.A. History Reduced 42,585 1,995 0.5% 0.54% 323 -5,567 -11.56% Q4 2025 Jan 09, 2026
Wealth Advisors of Iowa, LLC History Reduced 42,571 1,994 0.65% 0.68% 324 -506 -1.17% Q4 2025 Feb 05, 2026
Shoker Investment Counsel, Inc. History Reduced 42,231 1,978 0.58% 0.58% 325 -26 -0.06% Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Reduced 42,034 1,969 0.04% 0.04% 326 -60 -0.14% Q4 2025 Jan 16, 2026
Louisiana State Employees Retirement System History New 42,000 1,968 0.03% — 327 +42,000 New Q4 2025 Jan 16, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 41,655 1,951 0.0% 0.0% 328 +10,462 33.54% Q4 2025 Feb 17, 2026
Forefront Wealth Partners, LLC History Added to 41,547 1,946 0.92% 0.48% 329 +345 0.84% Q4 2025 Feb 06, 2026
American Financial Advisors, LLC History Added to 40,096 1,878 0.24% 0.24% 330 +362 0.91% Q4 2025 Feb 03, 2026
WESCAP Management Group, Inc. History No change 39,272 1,840 0.37% 0.38% 331 0 0.0% Q4 2025 Feb 11, 2026
Bedel Financial Consulting, Inc. History Added to 39,215 1,837 0.2% 0.21% 332 +3,516 9.85% Q4 2025 Jan 28, 2026
Smartleaf Asset Management LLC History Added to 38,195 1,811 0.07% 0.04% 333 +22,863 149.12% Q4 2025 Feb 13, 2026
Lunt Capital Management, Inc. History Reduced 38,610 1,809 0.68% 0.69% 334 -532 -1.36% Q4 2025 Jan 23, 2026
Lebenthal Global Advisors, LLC History Added to 38,569 1,807 0.28% 0.3% 335 +1,216 3.26% Q4 2025 Jan 28, 2026
Marmo Financial Group, LLC History Reduced 38,429 1,800 0.85% 0.87% 336 -434 -1.12% Q4 2025 Feb 03, 2026
Sherman Asset Management, Inc. History Reduced 38,321 1,795 1.52% 1.58% 337 -1,256 -3.17% Q4 2025 Feb 05, 2026
21 West Wealth Management LLC History Added to 38,235 1,791 1.64% 1.64% 338 +806 2.15% Q4 2025 Jan 13, 2026
Gotham Asset Management, LLC History Added to 37,806 1,771 0.01% 0.01% 339 +7,167 23.39% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 37,475 1,756 0.0% 0.0% 340 -382 -1.01% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Added to 37,018 1,734 0.06% 0.02% 341 +24,430 194.07% Q4 2025 Jan 27, 2026
RAELIPSKIE PARTNERSHIP History New 36,615 1,715 0.72% — 342 +36,615 New Q4 2025 Feb 04, 2026
Balefire, LLC History Reduced 36,458 1,708 0.33% 0.38% 343 -4,211 -10.35% Q4 2025 Jan 12, 2026
CoreCap Advisors, LLC History Added to 36,432 1,707 0.06% 0.06% 344 +1,875 5.43% Q4 2025 Jan 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 35,987 1,686 0.01% 0.01% 345 -5,016 -12.23% Q4 2025 Feb 12, 2026
Legacy Wealth Partners, LLC History New 35,921 1,683 0.44% — 346 +35,921 New Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Added to 35,770 1,676 0.05% 0.05% 347 +272 0.77% Q4 2025 Jan 23, 2026
Crescent Grove Advisors, LLC History Reduced 35,732 1,674 0.16% 0.17% 348 -2,289 -6.02% Q4 2025 Feb 11, 2026
MFA Wealth Services History Reduced 35,539 1,665 1.12% 1.16% 349 -642 -1.77% Q4 2025 Jan 15, 2026
CSM Advisors, LLC History Added to 34,842 1,632 0.04% 0.04% 350 +4,876 16.27% Q4 2025 Feb 11, 2026
Armbruster Capital Management, Inc. History Added to 34,809 1,631 0.27% 0.26% 351 +1,799 5.45% Q4 2025 Jan 23, 2026
McNamara Financial Services, Inc. History Reduced 34,770 1,629 0.31% 3.88% 352 -415,545 -92.28% Q4 2025 Jan 21, 2026
Legacy Private Trust Co. History Added to 34,583 1,620 0.1% 0.1% 353 +22 0.06% Q4 2025 Jan 08, 2026
HM PAYSON & CO History Reduced 34,145 1,600 0.02% 0.06% 354 -57,035 -62.55% Q4 2025 Feb 12, 2026
SYON CAPITAL LLC History Added to 34,019 1,594 0.08% 0.08% 355 +333 0.99% Q4 2025 Feb 11, 2026
Global Strategic Investment Solutions, LLC History Reduced 33,917 1,589 0.16% 0.16% 356 -278 -0.81% Q4 2025 Jan 29, 2026
Higgins & Schmidt Wealth Strategies LLC History Reduced 33,781 1,582 0.75% 0.79% 357 -59 -0.17% Q4 2025 Jan 29, 2026
Alliance Wealth Management Group History Reduced 33,740 1,581 0.35% 0.42% 358 -6,755 -16.68% Q4 2025 Jan 21, 2026
B. Riley Wealth Advisors, Inc. History Added to 33,480 1,568 0.07% 0.07% 359 +1,859 5.88% Q4 2025 Feb 17, 2026
Blue Fin Capital, Inc. History Added to 33,206 1,556 0.24% 0.22% 360 +2,372 7.69% Q4 2025 Jan 23, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 33,186 1,555 0.56% 0.57% 361 -265 -0.79% Q4 2025 Feb 06, 2026
Northwest Wealth Advisors, LLC History New 33,035 1,548 1.2% — 362 +33,035 New Q4 2025 Feb 06, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 33,021 1,547 0.37% 0.36% 363 +1,670 5.33% Q4 2025 Jan 26, 2026
COURIER CAPITAL LLC History Added to 32,934 1,543 0.09% 0.06% 364 +9,622 41.27% Q4 2025 Jan 29, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 32,847 1,539 0.17% 0.19% 365 -3,523 -9.69% Q4 2025 Jan 28, 2026
Arete Wealth Advisors, LLC History Reduced 32,324 1,515 0.09% 0.1% 366 -2,134 -6.19% Q4 2025 Feb 13, 2026
Markin Asset Management, LP History New 32,245 1,511 1.66% — 367 +32,245 New Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 32,242 1,510 0.04% 0.03% 368 +4,448 16.0% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Reduced 32,223 1,509 0.0% 0.0% 369 -4,063 -11.2% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 31,815 1,490 0.0% 0.0% 370 -2,607 -7.57% Q4 2025 Feb 17, 2026
Drucker Wealth 3.0, LLC History Reduced 31,325 1,467 0.26% 0.26% 371 -536 -1.68% Q4 2025 Feb 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 31,105 1,453 0.47% 1.15% 372 -9,069 -22.57% Q4 2025 Jan 22, 2026
ARS Investment Partners, LLC History Added to 30,651 1,436 0.08% 0.09% 373 +2,040 7.13% Q4 2025 Feb 05, 2026
WHALEROCK POINT PARTNERS, LLC History No change 30,488 1,428 0.27% 0.29% 374 0 0.0% Q4 2025 Feb 13, 2026
FF Advisors,LLC History Reduced 30,214 1,415 0.63% 0.67% 375 -252 -0.83% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Reduced 30,173 1,413 0.0% 0.0% 376 -11,588 -27.75% Q4 2025 Feb 11, 2026
HEADINVEST, LLC History Added to 30,068 1,408 0.28% 0.29% 377 +260 0.87% Q4 2025 Feb 02, 2026
FNY Investment Advisers, LLC History New 30,000 1,405 0.4% — 378 +30,000 New Q4 2025 Jan 16, 2026
DELTEC ASSET MANAGEMENT LLC History Reduced 29,330 1,374 0.23% 0.3% 379 -10,500 -26.36% Q4 2025 Jan 29, 2026
Northwest Bancshares, Inc. History Reduced 29,338 1,374 0.27% 0.23% 380 -50 -0.17% Q4 2025 Feb 13, 2026
Global Financial Private Client, LLC History Reduced 29,052 1,361 0.48% 0.54% 381 -3,837 -11.67% Q4 2025 Jan 27, 2026
Lee-Kelleher Wealth Management History Reduced 29,028 1,360 0.81% 0.93% 382 -3,615 -11.07% Q4 2025 Jan 14, 2026
NOVUS ADVISORS, LLC History Reduced 28,908 1,354 3.03% 3.87% 383 -7,531 -20.67% Q4 2025 Feb 13, 2026
Bison Wealth, LLC History New 28,172 1,323 0.15% — 384 +28,172 New Q4 2025 Mar 24, 2026
Blueprint Financial Advisors LLC History Added to 28,151 1,319 0.2% 0.18% 385 +10,417 58.74% Q4 2025 Feb 13, 2026
Range Financial Group LLC History Reduced 28,076 1,315 0.46% 0.47% 386 -81 -0.29% Q4 2025 Jan 15, 2026
SWMG, LLC History Added to 25,447 1,308 0.36% 0.33% 387 +2,306 9.96% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 27,812 1,303 0.02% 0.03% 388 0 0.0% Q4 2025 Jan 16, 2026
SOL Capital Management CO History Reduced 27,765 1,301 0.12% 0.12% 389 -155 -0.56% Q4 2025 Jan 30, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 27,624 1,294 0.37% 0.62% 390 -15,554 -36.02% Q4 2025 Feb 11, 2026
Pinnacle Family Advisors, LLC History New 27,550 1,290 0.57% — 391 +27,550 New Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 27,471 1,287 0.0% 0.0% 392 +1,890 7.39% Q4 2025 Feb 17, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 27,241 1,276 0.07% 0.07% 393 +1,054 4.02% Q4 2025 Feb 04, 2026
Transamerica Financial Advisors, LLC History Added to 27,226 1,275 0.11% 0.1% 394 +130 0.48% Q4 2025 Feb 13, 2026
South Shore Capital Advisors History New 27,134 1,271 0.93% — 395 +27,134 New Q4 2025 Jan 21, 2026
D. E. Shaw & Co., Inc. History New 27,012 1,265 0.0% — 396 +27,012 New Q4 2025 Feb 17, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 26,864 1,258 0.37% 0.37% 397 +959 3.7% Q4 2025 Jan 21, 2026
GeoWealth Management, LLC History Reduced 26,792 1,255 0.05% 0.05% 398 -5,109 -16.02% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 26,506 1,242 0.07% 0.06% 399 +5,312 25.06% Q4 2025 Feb 17, 2026
AGH Wealth Advisors, LLC History Added to 26,380 1,236 0.93% 0.89% 400 +263 1.01% Q4 2025 Feb 04, 2026
CFS Investment Advisory Services, LLC History Added to 26,358 1,235 0.09% 0.08% 401 +2,100 8.66% Q4 2025 Feb 10, 2026
Zinnia Wealth Advisory, LLC History New 26,340 1,234 1.33% — 402 +26,340 New Q4 2025 Feb 13, 2026
Kagan Cocozza Asset Management History Reduced 26,322 1,233 0.88% 0.93% 403 -335 -1.26% Q4 2025 Jan 23, 2026
River Street Advisors LLC History Added to 26,079 1,222 0.46% 0.46% 404 +296 1.15% Q4 2025 Jan 26, 2026
Key FInancial Inc History Added to 26,077 1,221 0.22% 0.21% 405 +1,070 4.28% Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History Added to 25,992 1,218 0.0% 0.0% 406 +8,041 44.79% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Reduced 25,769 1,207 0.07% 0.06% 407 -1,729 -6.29% Q4 2025 Jan 30, 2026
FIDUCIARY TRUST CO History Reduced 25,712 1,204 0.01% 0.01% 408 -833 -3.14% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History Reduced 25,488 1,194 0.48% 0.48% 409 -479 -1.84% Q4 2025 Feb 06, 2026
Intrua Financial, LLC History Reduced 25,304 1,185 0.13% 0.13% 410 -586 -2.26% Q4 2025 Feb 05, 2026
COMERICA BANK History Reduced 25,223 1,181 0.0% 0.0% 411 -1,976 -7.26% Q4 2025 Jan 29, 2026
Moors & Cabot, Inc. History Added to 25,179 1,179 0.05% 0.05% 412 +150 0.6% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 25,156 1,178 0.02% 0.02% 413 +4,134 19.67% Q4 2025 Feb 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 25,614 1,165 0.11% 0.11% 414 0 0.0% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 24,714 1,158 0.05% 0.05% 415 +1,342 5.74% Q4 2025 Feb 10, 2026
Values Added Financial LLC History Added to 24,591 1,152 0.49% 0.49% 416 +846 3.56% Q4 2025 Jan 16, 2026
Gateway Wealth Partners, LLC History Reduced 24,467 1,146 0.13% 0.16% 417 -966 -3.8% Q4 2025 Feb 11, 2026
McMill Wealth Management History No change 24,349 1,140 0.32% 0.32% 418 0 0.0% Q4 2025 Feb 23, 2026
Nikulski Financial, Inc. History Reduced 23,998 1,124 0.27% 0.36% 420 -6,621 -21.62% Q4 2025 Jan 15, 2026
Meridian Wealth Management, LLC History Added to 23,997 1,124 0.04% 0.04% 419 +1,290 5.68% Q4 2025 Feb 04, 2026
Clearstead Advisors, LLC History Added to 23,676 1,109 0.01% 0.01% 421 +832 3.64% Q4 2025 Feb 09, 2026
Breachway Investments LLC History New 23,665 1,108 1.17% — 422 +23,665 New Q4 2025 Jan 27, 2026
BENJAMIN EDWARDS INC History Reduced 23,643 1,107 0.01% 0.01% 423 -371 -1.54% Q4 2025 Feb 02, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 23,610 1,106 0.35% 0.36% 424 -113 -0.48% Q4 2025 Feb 03, 2026
TD Capital Management LLC History Reduced 23,590 1,105 0.1% 0.1% 425 -418 -1.74% Q4 2025 Feb 26, 2026
Venturi Wealth Management, LLC History Reduced 23,446 1,098 0.05% 0.05% 426 -932 -3.82% Q4 2025 Jan 22, 2026
Vise Technologies, Inc. History Added to 23,119 1,083 0.02% 0.03% 427 +7,002 43.44% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Added to 22,637 1,060 0.02% 0.01% 428 +6,235 38.01% Q4 2025 Feb 13, 2026
Koshinski Asset Management, Inc. History Added to 22,533 1,055 0.07% 0.06% 429 +4,821 27.22% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 22,276 1,043 0.01% 0.01% 430 +5,511 32.87% Q4 2025 Feb 17, 2026
Eldridge Investment Advisors, Inc. History Reduced 22,203 1,040 0.23% 0.37% 431 -13,317 -37.49% Q4 2025 Feb 11, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 21,846 1,023 0.12% 0.13% 432 +641 3.02% Q4 2025 Jan 26, 2026
International Private Wealth Advisors LLC History Reduced 21,655 1,014 0.64% 0.75% 433 -3,928 -15.35% Q4 2025 Jan 14, 2026
BCS Wealth Management History Added to 21,590 1,011 0.1% 0.12% 434 +10,545 95.47% Q4 2025 Jan 26, 2026
TKG Advisors, LLC History Reduced 21,593 1,011 0.41% 0.43% 435 -310 -1.42% Q4 2025 Jan 29, 2026
MAI Capital Management History Reduced 21,539 1,009 0.01% 0.01% 436 -1,535 -6.65% Q4 2025 Feb 13, 2026
Keener Financial Planning LLC History No change 21,419 1,003 0.43% 0.46% 437 0 0.0% Q4 2025 Jan 23, 2026
Alaska Wealth Advisors, LLC History Added to 21,023 985 0.13% 0.11% 438 +3,196 17.93% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Reduced 20,418 956 0.03% 0.04% 439 -5,970 -22.62% Q4 2025 Jan 20, 2026
HORAN Wealth, LLC History Added to 20,309 951 0.15% 0.15% 440 +48 0.24% Q4 2025 Feb 04, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 19,956 935 0.2% 0.27% 441 -5,157 -20.54% Q4 2025 Feb 02, 2026
Berman McAleer LLC History Added to 19,902 932 0.13% 0.12% 442 +1,002 5.3% Q4 2025 Feb 05, 2026
Idaho Trust Co History Reduced 19,775 926 0.31% 0.37% 443 -3,684 -15.7% Q4 2025 Feb 05, 2026
SFG Wealth Management, LLC. History Added to 19,750 925 0.36% 0.37% 444 +1,115 5.98% Q4 2025 Feb 03, 2026
Elyxium Wealth, LLC History New 19,641 920 0.26% — 445 +19,641 New Q4 2025 Feb 05, 2026
CX Institutional History Reduced 19,412 910 0.03% 0.04% 446 -6,859 -26.11% Q4 2025 Feb 02, 2026
COMMERCE BANK History Added to 19,351 906 0.01% 0.0% 447 +14,439 293.95% Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Reduced 19,115 895 0.13% 0.15% 449 -1,842 -8.79% Q4 2025 Jan 08, 2026
Axis Wealth Partners, LLC History Reduced 19,117 895 0.49% 0.52% 448 -5 -0.03% Q4 2025 Jan 30, 2026
Elgethun Capital Management History Reduced 19,062 893 0.15% 0.19% 450 -3,529 -15.62% Q4 2025 Feb 10, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Reduced 19,030 891 1.71% 1.38% 451 -4,566 -19.35% Q4 2025 Jan 21, 2026
Seaside Wealth Management, Inc. History Reduced 19,003 890 0.25% 0.27% 452 -425 -2.19% Q4 2025 Feb 17, 2026
Delta Wealth Advisors LLC History Reduced 18,889 885 0.74% 0.68% 453 -14 -0.07% Q4 2025 Jan 28, 2026
Ranch Capital Advisors Inc. History Added to 18,821 881 0.32% 0.32% 454 +911 5.09% Q4 2025 Feb 05, 2026
Integrity Wealth Solutions LLC History Added to 18,696 876 0.35% 0.38% 455 +80 0.43% Q4 2025 Feb 02, 2026
Pitcairn Wealth Advisors LLC History New 18,501 866 0.08% — 456 +18,501 New Q4 2025 Feb 13, 2026
WULFF, HANSEN & CO. History Reduced 18,455 864 0.72% 0.8% 457 -1,740 -8.62% Q4 2025 Feb 03, 2026
NORDEN GROUP LLC History Reduced 18,245 854 0.08% 0.09% 458 -591 -3.14% Q4 2025 Jan 13, 2026
Vestmark Advisory Solutions, Inc. History New 18,186 852 0.01% — 459 +18,186 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 18,186 852 0.04% 0.01% 460 +13,734 308.49% Q4 2025 Feb 12, 2026
TITLEIST ASSET MANAGEMENT, LLC History Reduced 17,981 842 0.07% 0.07% 461 -45 -0.25% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 17,865 837 0.06% 0.05% 462 +4,250 31.22% Q4 2025 Jan 07, 2026
Troutman Wealth Management, LLC History New 17,830 835 0.69% — 464 +17,830 New Q4 2025 Feb 18, 2026
Outlook Wealth Advisors, LLC History Reduced 17,838 835 0.19% 0.26% 463 -4,294 -19.4% Q4 2025 Feb 11, 2026
Beckerman Institutional, LLC History Added to 17,588 824 0.46% 0.45% 465 +1,174 7.15% Q4 2025 Feb 10, 2026
Financial Network Wealth Advisors LLC History Added to 17,558 822 0.86% 0.84% 466 +898 5.39% Q4 2025 Feb 13, 2026
Downshift Financial, LLC History New 16,406 819 0.51% — 467 +16,406 New Q4 2025 Mar 11, 2026
Tidemark, LLC History Reduced 17,358 813 0.23% 0.26% 468 -1,783 -9.32% Q4 2025 Feb 10, 2026
Worth Financial Advisory Group, LLC History Added to 17,268 809 0.39% 0.45% 469 +51 0.3% Q4 2025 Jan 16, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 17,229 807 0.03% 0.04% 470 -2,482 -12.59% Q4 2025 Feb 13, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 16,800 787 0.08% 0.08% 471 -148 -0.87% Q4 2025 Feb 06, 2026
Comprehensive Money Management Services LLC History No change 16,800 787 0.54% 0.55% 472 0 0.0% Q4 2025 Jan 22, 2026
Saxony Capital Management, LLC History New 16,776 786 0.48% — 473 +16,776 New Q4 2025 Jan 15, 2026
Opulen Financial Group LLC History Added to 16,747 784 0.57% 0.57% 474 +579 3.58% Q4 2025 Feb 10, 2026
Colonial River Investments, LLC History Reduced 16,708 782 0.28% 0.34% 475 -3,062 -15.49% Q4 2025 Feb 04, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 16,695 782 0.17% 0.21% 476 -1,955 -10.48% Q4 2025 Jan 09, 2026
Aldebaran Financial Inc. History Reduced 16,483 781 0.72% 0.79% 477 -511 -3.01% Q4 2025 Jan 23, 2026
Columbia River Financial Group, LLC History Added to 16,629 779 0.48% 0.48% 478 +9 0.05% Q4 2025 Feb 12, 2026
Summit Investment Advisory Services, LLC History Added to 16,521 774 0.29% 0.29% 479 +636 4.0% Q4 2025 Feb 04, 2026
American Trust History Added to 16,493 772 0.06% 0.06% 480 +213 1.31% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 16,371 767 0.01% 0.01% 481 +4,240 34.95% Q4 2025 Feb 02, 2026
CITADEL ADVISORS LLC History Reduced 16,361 766 0.0% 0.0% 482 -14,011 -46.13% Q4 2025 Feb 17, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 16,310 764 0.64% — 483 +16,310 New Q4 2025 Feb 13, 2026
CGN Advisors LLC History Reduced 16,254 761 0.06% 0.07% 484 -849 -4.96% Q4 2025 Jan 05, 2026
Legacy Wealth Management, LLC / MS History Added to 16,132 755 0.2% 0.18% 485 +2,930 22.19% Q4 2025 Jan 05, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 16,098 754 0.34% — 486 +16,098 New Q4 2025 Feb 06, 2026
Redwood Financial Network Corp History Added to 16,071 753 0.48% 0.44% 487 +951 6.29% Q4 2025 Feb 10, 2026
F/m Investments LLC History Reduced 16,064 752 0.03% 0.07% 488 -25,546 -61.39% Q4 2025 Feb 03, 2026
POM Investment Strategies, LLC History Added to 16,068 752 0.39% 0.38% 489 +820 5.38% Q4 2025 Feb 17, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 15,933 746 0.21% 0.21% 490 -430 -2.63% Q4 2025 Jan 13, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 15,904 745 0.2% 0.2% 492 +390 2.51% Q4 2025 Jan 13, 2026
WHITE PINE CAPITAL LLC History Reduced 15,916 745 0.2% 0.21% 491 -85 -0.53% Q4 2025 Feb 09, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 15,625 732 0.26% 0.27% 493 -38 -0.24% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 15,564 729 0.01% — 494 +15,564 New Q4 2025 Feb 18, 2026
Timmons Wealth Management, LLC History New 15,314 717 0.71% — 495 +15,314 New Q4 2025 Feb 12, 2026
Collaborative Wealth Managment Inc. History Added to 15,160 710 0.25% 0.28% 496 +35 0.23% Q4 2025 Feb 09, 2026
Lifeworks Advisors, LLC History Added to 14,965 701 0.09% 0.09% 497 +16 0.11% Q4 2025 Feb 13, 2026
PENOBSCOT WEALTH MANAGEMENT History Reduced 14,866 696 0.22% 0.23% 498 -354 -2.33% Q4 2025 Feb 12, 2026
Fourth Dimension Wealth, LLC History Added to 14,836 695 0.25% 0.25% 499 +647 4.56% Q4 2025 Feb 04, 2026
BankPlus Trust Department History No change 14,830 694 0.18% 0.18% 500 0 0.0% Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Reduced 14,683 688 0.03% 0.03% 501 -868 -5.58% Q4 2025 Feb 13, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Added to 14,600 684 0.29% 0.28% 502 +183 1.27% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History No change 14,497 679 0.01% 0.01% 503 0 0.0% Q4 2025 Feb 06, 2026
VISTA INVESTMENT MANAGEMENT History Added to 14,386 674 0.22% 0.17% 504 +3,832 36.31% Q4 2025 Feb 17, 2026
Balboa Wealth Partners History Reduced 14,377 673 0.11% 0.15% 505 -4,052 -21.99% Q4 2025 Jan 16, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 14,145 669 0.11% 0.12% 506 -810 -5.42% Q4 2025 Jan 08, 2026
Advisor Resource Council History New 13,440 666 0.24% — 507 +13,440 New Q4 2025 Feb 10, 2026
American Investment Services, Inc. History Reduced 14,119 661 0.15% 0.21% 508 -4,735 -25.11% Q4 2025 Feb 13, 2026
Sunburst Financial Group, LLC History Reduced 14,062 658 0.13% 0.15% 509 -1,150 -7.56% Q4 2025 Jan 21, 2026
Keystone Financial Group History Added to 13,970 654 0.05% 0.04% 510 +1,599 12.93% Q4 2025 Feb 06, 2026
TSG Advice Partners, LLC History New 13,851 649 0.1% — 511 +13,851 New Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 13,698 641 0.01% 0.01% 512 -625 -4.36% Q4 2025 Jan 21, 2026
E&G Advisors, LP History Added to 13,609 637 0.14% 0.15% 513 +78 0.58% Q4 2025 Jan 23, 2026
Indie Asset Partners, LLC History Reduced 13,583 636 0.71% 0.85% 514 -222 -1.61% Q4 2025 Feb 03, 2026
NWAM LLC History Reduced 12,730 634 0.04% 0.03% 515 -23 -0.18% Q4 2025 Feb 04, 2026
Brown Financial Advisory History No change 13,495 632 0.32% 0.33% 516 0 0.0% Q4 2025 Jan 29, 2026
Wall Capital Group, Inc. History New 13,471 631 0.6% — 517 +13,471 New Q4 2025 Feb 17, 2026
Excelsior Advisor Network LLC History New 13,337 624 0.3% — 518 +13,337 New Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Added to 13,285 622 0.07% 0.05% 519 +3,252 32.41% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History Reduced 13,188 618 0.02% 0.03% 520 -373 -2.75% Q4 2025 Jan 21, 2026
Retirement Planning Co of New England, Inc. History Reduced 13,178 617 0.25% 0.27% 521 -1,180 -8.22% Q4 2025 Jan 28, 2026
Apella Capital, LLC History Reduced 13,142 615 0.01% 0.02% 522 -9,266 -41.35% Q4 2025 Jan 21, 2026
Tilson Financial Group, Inc. History Reduced 12,990 608 0.19% 0.2% 523 -438 -3.26% Q4 2025 Feb 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 12,960 607 0.01% 0.01% 524 -1,094 -7.78% Q4 2025 Jan 30, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 12,971 607 0.0% 0.0% 525 +495 3.97% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 12,940 606 0.0% 0.0% 526 +7,610 142.78% Q4 2025 Feb 13, 2026
Tennessee Valley Asset Management Partners History Added to 12,809 600 0.08% 0.07% 527 +1,466 12.92% Q4 2025 Feb 05, 2026
Third View Private Wealth, LLC History New 12,658 593 0.08% — 529 +12,658 New Q4 2025 Jan 23, 2026
Horizon Wealth Management, LLC History Added to 12,669 593 0.09% 0.09% 528 +1 0.01% Q4 2025 Feb 04, 2026
Valpey Financial Services, LLC History Added to 12,540 587 0.37% 0.32% 530 +1,916 18.03% Q4 2025 Mar 04, 2026
Investment Planning Advisors, Inc. History Reduced 12,426 582 0.17% 0.18% 531 -201 -1.59% Q4 2025 Jan 20, 2026
PFG Advisors History Reduced 12,417 581 0.03% 0.09% 532 -33,974 -73.23% Q4 2025 Jan 27, 2026
WealthPoint Financial, LLC History New 12,361 579 0.5% — 533 +12,361 New Q4 2025 Feb 19, 2026
McClarren Financial Advisors, Inc. History Reduced 5,236 575 0.34% 0.36% 534 -3,276 -38.49% Q4 2025 Jan 13, 2026
VestGen Advisors, LLC History Reduced 12,239 573 0.02% 0.07% 535 -35,653 -74.44% Q4 2025 Feb 17, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 12,227 572 0.28% 0.28% 536 -252 -2.02% Q4 2025 Feb 05, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History No change 12,226 572 0.28% 0.31% 537 0 0.0% Q4 2025 Jan 30, 2026
Advisory Alpha, LLC History Reduced 12,094 566 0.02% 0.02% 538 -3,256 -21.21% Q4 2025 Feb 06, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History New 11,991 561 0.03% — 539 +11,991 New Q4 2025 Jan 26, 2026
Caitlin John, LLC History Added to 11,873 556 0.36% 0.35% 540 +933 8.53% Q4 2025 Feb 18, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 11,860 555 0.2% 0.31% 541 -5,107 -30.1% Q4 2025 Jan 26, 2026
Salomon & Ludwin, LLC History No change 11,447 548 0.05% 0.05% 542 0 0.0% Q4 2025 Jan 28, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 11,693 547 0.12% 0.14% 543 -1,412 -10.77% Q4 2025 Jan 20, 2026
VCI Wealth Management LLC History Added to 11,670 546 0.15% 0.1% 544 +4,890 72.12% Q4 2025 Jan 27, 2026
FULTON BANK, N.A. History Added to 11,587 542 0.02% 0.01% 545 +4,443 62.19% Q4 2025 Jan 08, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 11,543 540 0.03% — 546 +11,543 New Q4 2025 Feb 10, 2026
Essex Bank History Added to 11,493 538 0.12% 0.11% 547 +1,406 13.94% Q4 2025 Feb 02, 2026
Mutual Advisors, LLC History Added to 11,456 536 0.01% 0.01% 548 +822 7.73% Q4 2025 Feb 02, 2026
Synergy Investment Management, LLC History Reduced 11,418 535 0.19% 0.24% 549 -2,379 -17.24% Q4 2025 Feb 06, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 10,792 533 0.69% 0.87% 550 -1,979 -15.5% Q4 2025 Feb 23, 2026
McGuire Investment Group, LLC History No change 11,357 532 0.06% 0.06% 551 0 0.0% Q4 2025 Jan 26, 2026
Fingerlakes Wealth Management, Inc. History Reduced 11,351 531 0.34% 0.37% 552 -849 -6.96% Q4 2025 Feb 05, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 11,304 529 0.38% — 553 +11,304 New Q4 2025 Feb 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 11,265 527 0.42% — 554 +11,265 New Q4 2025 Feb 11, 2026
STEPHENS INC /AR/ History Added to 11,196 524 0.01% 0.01% 555 +238 2.17% Q4 2025 Feb 05, 2026
Sovereign Financial Group, Inc. History Reduced 11,110 520 0.09% 0.1% 557 -70 -0.63% Q4 2025 Jan 07, 2026
LYNCH & ASSOCIATES/IN History No change 11,114 520 0.1% 0.1% 556 0 0.0% Q4 2025 Jan 07, 2026
Bank of Marin History Reduced 11,060 518 0.36% 0.37% 558 -167 -1.49% Q4 2025 Feb 17, 2026
Elite Financial, Inc. History Added to 11,054 518 0.24% 0.24% 559 +2 0.02% Q4 2025 Feb 12, 2026
ERn Financial, LLC History Reduced 11,042 517 0.1% 0.1% 560 -252 -2.23% Q4 2025 Jan 15, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 10,860 508 0.1% 0.1% 561 +532 5.15% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 10,697 501 0.01% 0.01% 562 -606 -5.36% Q4 2025 Jan 29, 2026
Montis Financial, LLC History Reduced 10,680 500 0.1% 0.11% 563 -4 -0.04% Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History Reduced 10,657 499 0.05% 0.05% 564 -499 -4.47% Q4 2025 Feb 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 10,636 498 0.03% 0.03% 565 +591 5.88% Q4 2025 Feb 06, 2026
EXENCIAL WEALTH ADVISORS, LLC History No change 10,643 498 0.02% 0.02% 566 0 0.0% Q4 2025 Jan 30, 2026
Latitude Advisors, LLC History Added to 10,560 494 0.22% 0.21% 567 +543 5.42% Q4 2025 Jan 27, 2026
Graney & King, LLC History Added to 10,537 493 0.29% 0.34% 568 +23 0.22% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 10,437 489 0.0% 0.0% 569 +22 0.21% Q4 2025 Feb 18, 2026
Spinnaker Investment Group, LLC History Added to 10,392 486 0.09% 0.08% 570 +747 7.74% Q4 2025 Jan 12, 2026
Snowden Capital Advisors LLC History Added to 10,350 485 0.01% 0.01% 571 +629 6.47% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 10,347 484 0.0% 0.0% 572 +298 2.97% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 10,313 483 0.02% 0.02% 575 +1,696 19.68% Q4 2025 Jan 20, 2026
Mengis Capital Management, Inc. History Added to 10,314 483 0.09% 0.09% 573 +552 5.65% Q4 2025 Mar 05, 2026
Templeton & Phillips Capital Management, LLC History Reduced 10,319 483 0.32% 0.35% 574 -62 -0.6% Q4 2025 Feb 13, 2026
Curi Capital, LLC History Added to 10,201 478 0.01% 0.01% 576 +1,551 17.93% Q4 2025 Feb 17, 2026
Second Line Capital, LLC History Reduced 10,196 477 0.1% 0.1% 577 -115 -1.12% Q4 2025 Feb 17, 2026
PCA Investment Advisory Services Inc. History Reduced 10,145 475 0.17% 0.22% 578 -2,816 -21.73% Q4 2025 Feb 10, 2026
ACT Advisors, LLC. History Reduced 10,096 473 0.19% 0.19% 579 -231 -2.24% Q4 2025 Jan 14, 2026
MAYPORT, LLC History No change 10,000 468 0.09% 0.1% 580 0 0.0% Q4 2025 Jan 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 9,927 465 0.36% — 581 +9,927 New Q4 2025 Mar 05, 2026
Claro Advisors Inc. History Added to 9,846 461 0.06% 0.07% 582 +42 0.43% Q4 2025 Feb 17, 2026
Vawter Financial, Ltd. History Added to 9,803 459 0.19% 0.21% 583 +2 0.02% Q4 2025 Feb 02, 2026
Mystic Asset Management, Inc. History Reduced 9,795 458 0.1% 0.1% 584 -75 -0.76% Q4 2025 Jan 28, 2026
Symphony Financial, Ltd. Co. History Reduced 9,552 450 0.06% 0.07% 585 -2,059 -17.73% Q4 2025 Feb 11, 2026
Anchor Investment Management, LLC History Reduced 9,587 449 0.04% 0.04% 586 -276 -2.8% Q4 2025 Feb 26, 2026
Legacy Advisors, LLC History No change 9,475 443 0.05% 0.05% 587 0 0.0% Q4 2025 Jan 27, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 9,379 439 0.02% 0.02% 588 0 0.0% Q4 2025 Feb 13, 2026
Astoria Portfolio Advisors LLC. History Added to 8,727 438 0.1% 0.08% 589 +1,804 26.06% Q4 2025 Feb 24, 2026
Grove Bank & Trust History Reduced 9,192 430 0.05% 0.06% 591 -1,801 -16.38% Q4 2025 Jan 08, 2026
Sand Hill Global Advisors, LLC History Reduced 9,187 430 0.02% 0.02% 590 -1,738 -15.91% Q4 2025 Feb 12, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 9,160 429 0.24% — 592 +9,160 New Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Reduced 9,164 429 0.03% 0.03% 593 -2,482 -21.31% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 9,158 429 0.01% 0.01% 594 +2,200 31.62% Q4 2025 Feb 09, 2026
Security Financial Services, INC. History Reduced 9,054 424 0.07% 0.08% 595 -1,665 -15.53% Q4 2025 Jan 27, 2026
Parcion Private Wealth LLC History No change 8,980 420 0.03% 0.03% 596 0 0.0% Q4 2025 Jan 26, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 8,872 415 0.22% — 599 +8,872 New Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History New 8,859 415 0.04% — 597 +8,859 New Q4 2025 Feb 12, 2026
Caldwell Trust Co History Reduced 8,862 415 0.04% 0.04% 598 -185 -2.04% Q4 2025 Jan 30, 2026
Ameritas Advisory Services, LLC History Added to 8,833 413 0.02% 0.02% 600 +3,123 54.69% Q4 2025 Feb 04, 2026
Narus Financial Partners, LLC History Reduced 8,768 410 0.11% 0.11% 601 -78 -0.88% Q4 2025 Feb 09, 2026
Independent Wealth Network Inc. History Added to 8,699 407 0.12% 0.13% 602 +99 1.15% Q4 2025 Jan 26, 2026
Sunpointe, LLC History Reduced 8,631 404 0.13% 0.15% 603 -342 -3.81% Q4 2025 Jan 23, 2026
GM Advisory Group, LLC History Added to 8,606 403 0.02% 0.01% 604 +1,247 16.95% Q4 2025 Feb 13, 2026
Keudell/Morrison Wealth Management History New 8,532 399 0.08% — 607 +8,532 New Q4 2025 Feb 06, 2026
Verdence Capital Advisors LLC History Reduced 8,527 399 0.02% 0.02% 606 -117 -1.35% Q4 2025 Jan 29, 2026
WealthPLAN Partners, LLC History Added to 8,533 399 0.06% 0.06% 605 +45 0.53% Q4 2025 Feb 12, 2026
Tyche Wealth Partners LLC History Reduced 8,482 397 0.06% 0.08% 609 -893 -9.53% Q4 2025 Jan 23, 2026
First Heartland Consultants, Inc. History Reduced 8,483 397 0.03% 0.03% 608 -55 -0.64% Q4 2025 Jan 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 8,466 396 0.03% 0.03% 610 +43 0.51% Q4 2025 Jan 23, 2026
Laraway Financial Advisors Inc History Added to 8,445 395 0.26% 0.24% 611 +775 10.1% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 8,109 394 0.01% 0.01% 612 -75 -0.92% Q4 2025 Jan 26, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 8,306 389 0.05% 0.03% 613 +3,811 84.78% Q4 2025 Jan 12, 2026
October Effect Ltd History Added to 8,293 388 0.43% 0.34% 614 +1,532 22.66% Q4 2025 Jan 20, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 8,190 383 0.08% 0.1% 615 -1,608 -16.41% Q4 2025 Jan 07, 2026
Retirement Planning Group, LLC History Reduced 8,116 380 0.01% 0.01% 616 -210 -2.52% Q4 2025 Feb 03, 2026
Sankala Group LLC History New 7,411 374 0.3% — 619 +7,411 New Q4 2025 Mar 02, 2026
Keel Point, LLC History Added to 7,983 374 0.02% 0.02% 617 +22 0.28% Q4 2025 Feb 12, 2026
Colonial Trust Co / SC History No change 8,000 374 0.05% 0.05% 618 0 0.0% Q4 2025 Feb 12, 2026
Sterling Wealth Management, Inc. History No change 7,975 373 0.11% 0.11% 620 0 0.0% Q4 2025 Feb 17, 2026
Sandy Cove Advisors, LLC History Reduced 7,942 372 0.11% 0.13% 621 -572 -6.72% Q4 2025 Feb 09, 2026
E6 Portfolios, LLC History New 7,938 371 0.42% — 623 +7,938 New Q4 2025 Feb 13, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 7,920 371 0.12% 0.13% 622 -210 -2.58% Q4 2025 Feb 06, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 7,895 370 0.13% 0.18% 624 -1,244 -13.61% Q4 2025 Feb 12, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 7,896 370 0.05% 0.05% 625 0 0.0% Q4 2025 Jan 20, 2026
Oakwell Private Wealth Management, LLC History No change 7,911 370 0.07% 0.07% 626 0 0.0% Q4 2025 Jan 30, 2026
Oath Planning, LLC History New 7,885 369 0.36% — 628 +7,885 New Q4 2025 Feb 12, 2026
Vertex Planning Partners, LLC History Reduced 7,880 369 0.09% 0.08% 627 -1,255 -13.74% Q4 2025 Feb 17, 2026
Richard W. Paul & Associates, LLC History Reduced 7,836 367 0.12% 0.15% 629 -1,751 -18.26% Q4 2025 Feb 12, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 7,735 362 0.19% 0.21% 630 -327 -4.06% Q4 2025 Feb 10, 2026
Plan A Wealth LLC History Reduced 7,707 361 0.18% 0.26% 631 -3,418 -30.72% Q4 2025 Feb 06, 2026
MMA ASSET MANAGEMENT LLC History Reduced 7,695 360 0.13% 0.2% 632 -5,448 -41.45% Q4 2025 Feb 03, 2026
Wallace Advisory Group, LLC History Added to 7,658 358 0.38% 0.26% 633 +69 0.91% Q4 2025 Jan 23, 2026
BLB&B Advisors, LLC History No change 7,601 356 0.01% 0.02% 634 0 0.0% Q4 2025 Jan 26, 2026
Waterloo Capital, L.P. History New 7,592 355 0.03% — 635 +7,592 New Q4 2025 Feb 10, 2026
Integrity Financial Corp /WA History Reduced 7,559 354 0.18% 0.22% 637 -2,346 -23.69% Q4 2025 Feb 13, 2026
Fusion Family Wealth, LLC History Reduced 7,571 354 0.03% 0.03% 636 -308 -3.91% Q4 2025 Feb 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 7,526 352 0.09% 0.07% 638 +678 9.9% Q4 2025 Jan 08, 2026
Coordinated Financial Services, Inc. History Added to 7,514 352 0.2% 0.22% 639 +30 0.4% Q4 2025 Feb 09, 2026
Venture Visionary Partners LLC History New 7,453 349 0.01% — 640 +7,453 New Q4 2025 Feb 13, 2026
Center For Asset Management LLC History Reduced 7,433 348 0.18% 0.2% 641 -476 -6.02% Q4 2025 Jan 21, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 7,321 347 0.02% 0.03% 642 -213 -2.83% Q4 2025 Jan 15, 2026
Compound Planning, Inc. History Reduced 7,349 344 0.01% 0.01% 643 -840 -10.26% Q4 2025 Feb 19, 2026
PAX Financial Group, LLC History Reduced 7,314 342 0.06% 0.07% 644 -1,457 -16.61% Q4 2025 Feb 05, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 7,292 341 0.08% 0.08% 645 +172 2.42% Q4 2025 Feb 17, 2026
MONEYWISE, INC. History Reduced 7,259 340 0.14% 0.17% 647 -780 -9.7% Q4 2025 Feb 05, 2026
WELCH & FORBES LLC History No change 7,263 340 0.0% 0.0% 646 0 0.0% Q4 2025 Feb 10, 2026
William Mack & Associates, Inc. History No change 7,260 340 0.16% 0.18% 648 0 0.0% Q4 2025 Feb 09, 2026
Hopwood Financial Services, Inc. History Added to 7,214 338 0.24% 0.22% 649 +7 0.1% Q4 2025 Jan 16, 2026
US BANCORP \DE\ History Added to 7,138 334 0.0% 0.0% 650 +702 10.91% Q4 2025 Jan 30, 2026
FIRST TRUST ADVISORS LP History Added to 7,073 331 0.0% 0.0% 651 +176 2.55% Q4 2025 Feb 13, 2026
Carr Financial Group Corp History Reduced 7,052 330 0.09% 0.1% 652 -539 -7.1% Q4 2025 Jan 09, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 7,025 329 0.01% 0.01% 653 -1,078 -13.3% Q4 2025 Feb 11, 2026
Triumph Capital Management History Reduced 7,025 329 0.07% 0.1% 654 -769 -9.87% Q4 2025 Feb 12, 2026
Ketron Financial History New 7,003 328 0.11% — 656 +7,003 New Q4 2025 Feb 24, 2026
VESTIA PERSONAL WEALTH ADVISORS History Added to 6,491 328 0.17% 0.17% 655 +65 1.01% Q4 2025 Jan 27, 2026
Piscataqua Savings Bank History New 6,980 327 0.23% — 658 +6,980 New Q4 2025 Jan 16, 2026
Intrepid Financial Planning Group LLC History Added to 6,986 327 0.12% 0.12% 657 +8 0.11% Q4 2025 Feb 13, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 6,937 325 0.1% — 659 +6,937 New Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History Added to 6,927 324 0.14% 0.15% 660 +34 0.49% Q4 2025 Jan 23, 2026
N.E.W. Advisory Services LLC History Added to 6,866 321 0.02% 0.01% 661 +3,628 112.04% Q4 2025 Jan 28, 2026
Avantax Planning Partners, Inc. History Added to 6,822 319 0.01% 0.01% 662 +119 1.78% Q4 2025 Feb 05, 2026
CLUNE & ASSOCIATES, LTD. History Added to 6,826 319 0.07% 0.08% 663 +74 1.1% Q4 2025 Feb 09, 2026
INTEGRITY ALLIANCE, LLC. History New 6,741 315 0.01% — 664 +6,741 New Q4 2025 Feb 09, 2026
Founders Financial Alliance, LLC History Reduced 6,711 314 0.06% 0.22% 665 -18,534 -73.42% Q4 2025 Feb 12, 2026
OpenArc Corporate Advisory, LLC History New 6,669 312 0.01% — 668 +6,669 New Q4 2025 Feb 13, 2026
High Probability Advisors, LLC History Added to 6,664 312 0.04% 0.04% 667 +689 11.53% Q4 2025 Jan 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 6,668 312 0.01% 0.01% 666 0 0.0% Q4 2025 Jan 12, 2026
Brookstone Capital Management History Reduced 6,638 311 0.0% 0.01% 669 -2,584 -28.02% Q4 2025 Jan 15, 2026
USAdvisors Wealth Management, LLC History Added to 6,648 311 0.1% 0.1% 670 +74 1.13% Q4 2025 Feb 05, 2026
TILIA FIDUCIARY PARTNERS, INC. History New 6,629 310 0.17% — 671 +6,629 New Q4 2025 Jan 12, 2026
EJMK Ventures LLC History New 6,586 308 0.19% — 672 +6,586 New Q4 2025 Mar 03, 2026
JDM Financial Group LLC History Reduced 6,536 306 0.12% 0.13% 673 -128 -1.92% Q4 2025 Feb 02, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 6,515 305 0.02% 0.02% 675 -1,147 -14.97% Q4 2025 Jan 21, 2026
Duncan Williams Asset Management, LLC History Reduced 6,060 305 0.08% 0.08% 676 -364 -5.67% Q4 2025 Feb 05, 2026
FIDELITY D & D BANCORP INC History No change 6,518 305 0.13% 0.17% 674 0 0.0% Q4 2025 Feb 09, 2026
Empowered Funds, LLC History New 6,506 304 0.01% — 677 +6,506 New Q4 2025 Feb 18, 2026
MBE Wealth Management, LLC History Reduced 6,488 304 0.13% 0.13% 678 -24 -0.37% Q4 2025 Jan 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 6,433 301 0.0% 0.0% 679 +1,259 24.33% Q4 2025 Feb 11, 2026
Sherman Wealth Management LLC History New 6,352 297 0.26% — 681 +6,352 New Q4 2025 Jan 15, 2026
Onyx Bridge Wealth Group LLC History Reduced 6,346 297 0.03% 0.04% 680 -691 -9.82% Q4 2025 Feb 18, 2026
May Barnhard Investments LLC History Added to 6,306 295 0.14% 0.13% 682 +16 0.25% Q4 2025 Jan 28, 2026
Sovran Advisors, LLC History Reduced 5,835 293 0.02% 0.03% 684 -1,485 -20.29% Q4 2025 Jan 20, 2026
Acropolis Investment Management, LLC History No change 6,258 293 0.01% 0.01% 683 0 0.0% Q4 2025 Jan 14, 2026
PCG Wealth Advisors, LLC History New 6,230 291 0.08% — 685 +6,230 New Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 6,206 290 0.01% 0.0% 686 -1,570 -20.19% Q4 2025 Feb 17, 2026
Diversified Enterprises, LLC History No change 6,191 290 0.02% 0.02% 687 0 0.0% Q4 2025 Jan 28, 2026
Argent Trust Co History Added to 6,168 289 0.01% 0.01% 688 +269 4.56% Q4 2025 Feb 10, 2026
Keebeck Wealth Management History No change 6,168 289 0.03% 0.03% 689 0 0.0% Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History New 6,159 288 0.07% — 690 +6,159 New Q4 2025 Feb 02, 2026
Adams Wealth Management History Reduced 6,132 287 0.06% 0.06% 691 -375 -5.76% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 6,132 287 0.05% 0.06% 692 -375 -5.76% Q4 2025 Feb 18, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 6,113 286 0.0% 0.0% 693 -707 -10.37% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Added to 5,711 285 0.06% 0.05% 694 +465 8.86% Q4 2025 Feb 03, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 6,000 281 0.04% 0.04% 695 0 0.0% Q4 2025 Feb 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 5,996 280 0.0% 0.0% 696 -304 -4.83% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,986 280 0.0% 0.0% 698 -130 -2.13% Q4 2025 Feb 11, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 5,977 280 0.04% 0.04% 697 +29 0.49% Q4 2025 Jan 12, 2026
United Advisor Group, LLC History Reduced 5,891 276 0.03% 0.04% 700 -336 -5.4% Q4 2025 Jan 26, 2026
SAPIENT CAPITAL LLC History No change 5,828 276 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 05, 2026
Capital Asset Advisory Services LLC History Reduced 5,670 275 0.01% 0.02% 701 -2,026 -26.33% Q4 2025 Jan 09, 2026
Quest 10 Wealth Builders, Inc. History Added to 5,819 272 0.24% 0.24% 702 +154 2.72% Q4 2025 Jan 29, 2026
Milestone Asset Management Group, LLC History Added to 5,776 270 0.15% 0.17% 703 +11 0.19% Q4 2025 Feb 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 5,743 269 0.13% 0.14% 704 -239 -4.0% Q4 2025 Jan 30, 2026
Mascagni Wealth Management, Inc. History Added to 5,733 268 0.2% 0.2% 705 +156 2.8% Q4 2025 Feb 11, 2026
Strategic Financial Concepts, LLC History Reduced 5,711 267 0.24% 3.96% 707 -581,939 -99.03% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History Reduced 5,705 267 0.01% 0.01% 706 -1,842 -24.41% Q4 2025 Feb 06, 2026
Stirlingshire Investments, Inc. History New 5,680 266 0.24% — 711 +5,680 New Q4 2025 Feb 11, 2026
Acorn Wealth Advisors, LLC History Added to 5,677 266 0.08% 0.08% 710 +185 3.37% Q4 2025 Feb 10, 2026
Ironwood Financial, llc History Added to 5,400 266 0.05% 0.04% 708 +1 0.02% Q4 2025 Jan 15, 2026
Rehmann Capital Advisory Group History No change 5,686 266 0.01% 0.01% 709 0 0.0% Q4 2025 Mar 04, 2026
Brio Consultants, LLC History Reduced 5,661 265 0.03% 0.04% 712 -1,003 -15.05% Q4 2025 Feb 04, 2026
Continuum Advisory, LLC History Reduced 5,635 264 0.03% 0.03% 713 -206 -3.53% Q4 2025 Feb 11, 2026
Red Mountain Financial, LLC History Added to 5,583 261 0.26% 0.24% 715 +440 8.56% Q4 2025 Jan 26, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 5,141 261 0.07% 0.07% 714 -178 -3.35% Q4 2025 Jan 26, 2026
Optimist Retirement Group LLC History Added to 5,556 260 0.12% 0.12% 716 +5 0.09% Q4 2025 Feb 09, 2026
National Wealth Management Group, LLC History Added to 5,529 259 0.09% 0.1% 717 +20 0.36% Q4 2025 Jan 12, 2026
PSI Advisors, LLC History Added to 5,515 258 0.06% 0.07% 718 +11 0.2% Q4 2025 Feb 09, 2026
MidAtlantic Capital Management, Inc. History No change 5,512 258 0.17% 0.17% 719 0 0.0% Q4 2025 Feb 10, 2026
Aspen Wealth Management LLC History Added to 5,489 257 0.05% 0.06% 720 +20 0.37% Q4 2025 Jan 05, 2026
Wealthspire Advisors, LLC History Added to 5,466 256 0.0% 0.0% 721 +170 3.21% Q4 2025 Feb 13, 2026
TSFG, LLC History Reduced 5,442 255 0.04% 0.04% 722 -277 -4.84% Q4 2025 Feb 04, 2026
Keating Financial Advisory Services, Inc. History New 5,402 253 0.03% — 723 +5,402 New Q4 2025 Feb 09, 2026
Stegent Equity Advisors, Inc. History No change 5,371 251 0.2% 0.2% 724 0 0.0% Q4 2025 Jan 14, 2026
SUMMIT WEALTH GROUP LLC / CO History New 5,336 250 0.03% — 725 +5,336 New Q4 2025 Feb 04, 2026
Aegis Wealth Management, Inc. History New 5,320 249 0.2% — 727 +5,320 New Q4 2025 Feb 05, 2026
Cranbrook Wealth Management, LLC History Reduced 5,321 249 0.05% 0.05% 726 -239 -4.3% Q4 2025 Jan 28, 2026
Beaumont Financial Advisors, LLC History Reduced 5,297 248 0.02% 0.02% 729 -92 -1.71% Q4 2025 Jan 16, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 5,295 248 0.09% 0.09% 728 +2 0.04% Q4 2025 Jan 21, 2026
Main Street Financial Solutions, LLC History New 5,287 247 0.02% — 730 +5,287 New Q4 2025 Feb 17, 2026
AIFG Consultants Ltd. History Reduced 5,288 247 0.42% 0.51% 731 -944 -15.15% Q4 2025 Feb 04, 2026
STOCK YARDS BANK & TRUST CO History No change 5,255 246 0.01% 0.01% 732 0 0.0% Q4 2025 Jan 21, 2026
True Vision MN LLC History Reduced 5,242 245 0.12% 0.14% 733 -510 -8.87% Q4 2025 Jan 14, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 5,226 244 0.02% 0.02% 734 +24 0.46% Q4 2025 Feb 11, 2026
Trinity Wealth Management, LLC History Added to 5,198 243 0.09% 0.08% 735 +475 10.06% Q4 2025 Jan 15, 2026
Bernard Wealth Management Corp. History No change 5,202 243 0.1% 0.1% 736 0 0.0% Q4 2025 Jan 15, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 5,119 242 0.07% 0.07% 737 -126 -2.4% Q4 2025 Jan 14, 2026
Whitegate Investment Counselors, Inc. History No change 5,155 241 0.08% 0.08% 738 0 0.0% Q4 2025 Feb 10, 2026
Precision Wealth Strategies, LLC History Reduced 5,071 237 0.08% 0.15% 739 -4,870 -48.99% Q4 2025 Jan 30, 2026
Rock Point Advisors, LLC History Added to 5,019 235 0.06% 0.06% 741 +20 0.4% Q4 2025 Feb 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 5,016 235 0.01% 0.01% 740 0 0.0% Q4 2025 Jan 27, 2026
Davies Financial Advisors, Inc. History Reduced 4,977 233 0.43% 0.6% 745 -11,038 -68.92% Q4 2025 Jan 27, 2026
NewEdge Wealth, LLC History New 4,974 233 0.0% — 744 +4,974 New Q4 2025 Feb 03, 2026
Main Line Retirement Advisors, LLC History Added to 4,985 233 0.12% 0.12% 743 +25 0.5% Q4 2025 Jan 21, 2026
Dorsey & Whitney Trust CO LLC History No change 4,981 233 0.01% 0.01% 742 0 0.0% Q4 2025 Feb 11, 2026
Wealthquest Corp History New 4,953 232 0.02% — 746 +4,953 New Q4 2025 Feb 09, 2026
Kelman-Lazarov, Inc. History Reduced 4,968 232 0.03% 0.03% 747 -21 -0.42% Q4 2025 Jan 26, 2026
YHB Investment Advisors, Inc. History New 4,939 231 0.02% — 748 +4,939 New Q4 2025 Jan 16, 2026
Lavaca Capital LLC History Added to 4,907 229 0.04% 0.01% 750 +3,487 245.56% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Reduced 4,904 229 0.01% 0.01% 749 -938 -16.06% Q4 2025 Jan 30, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Added to 4,904 229 0.04% 0.04% 751 +24 0.49% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History New 4,884 228 0.0% — 752 +4,884 New Q4 2025 Feb 06, 2026
Smith & Howard Wealth Management, LLC History New 4,878 228 0.05% — 753 +4,878 New Q4 2025 Feb 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 4,865 227 0.0% 0.0% 754 -1,561 -24.29% Q4 2025 Feb 10, 2026
Pettinga Financial Advisors LLC History New 4,778 223 0.04% — 756 +4,778 New Q4 2025 Feb 12, 2026
High Falls Advisors, Inc History No change 4,779 223 0.05% 0.05% 755 0 0.0% Q4 2025 Feb 18, 2026
ECLECTIC ASSOCIATES INC /ADV History New 4,757 222 0.03% — 757 +4,757 New Q4 2025 Feb 03, 2026
Hamilton Wealth, LLC History New 4,721 221 0.04% — 758 +4,721 New Q4 2025 Feb 19, 2026
Marion Wealth Management History Reduced 4,434 221 0.05% 0.05% 759 -60 -1.34% Q4 2025 Jan 26, 2026
Arlington Trust Co LLC History No change 4,736 221 0.02% 0.04% 760 0 0.0% Q4 2025 Jan 30, 2026
MATAURO, LLC History Added to 4,698 220 0.03% 0.03% 761 +23 0.49% Q4 2025 Jan 16, 2026
Stanich Group LLC History Reduced 4,680 219 0.17% 0.13% 762 -11 -0.23% Q4 2025 Jan 23, 2026
Richard Bernstein Advisors LLC History Reduced 4,611 216 0.01% 0.01% 763 -870 -15.87% Q4 2025 Feb 03, 2026
Ameritas Investment Partners, Inc. History Added to 4,582 214 0.01% 0.01% 764 +124 2.78% Q4 2025 Feb 11, 2026
Kelly Financial Services LLC History Reduced 4,559 213 0.05% 0.08% 765 -1,744 -27.67% Q4 2025 Jan 13, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 4,544 212 0.03% 0.04% 766 -217 -4.56% Q4 2025 Feb 06, 2026
Capital Investment Advisory Services, LLC History Reduced 4,520 211 0.01% 0.02% 767 -230 -4.84% Q4 2025 Jan 21, 2026
Professional Financial Advisors, LLC History Reduced 4,513 211 0.04% 0.04% 768 -32 -0.7% Q4 2025 Jan 15, 2026
Alpha Cubed Investments, LLC History New 4,489 210 0.01% — 769 +4,489 New Q4 2025 Feb 03, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 4,489 210 0.02% 0.02% 770 -107 -2.33% Q4 2025 Jan 14, 2026
Pine Valley Investments Ltd Liability Co History Added to 4,485 210 0.01% 0.01% 772 +15 0.34% Q4 2025 Feb 13, 2026
Glenview Trust Co History No change 4,500 210 0.0% 0.0% 771 0 0.0% Q4 2025 Feb 09, 2026
Counterweight Ventures, LLC History No change 4,489 210 0.12% 0.12% 773 0 0.0% Q4 2025 Jan 15, 2026
Guardian Wealth Advisors, LLC History Reduced 4,477 209 0.12% 0.12% 774 -185 -3.97% Q4 2025 Feb 02, 2026
CCG WEALTH MANAGEMENT, LLC History New 4,460 208 0.09% — 775 +4,460 New Q4 2025 Jan 21, 2026
GSG Advisors LLC History No change 4,448 208 0.05% 0.05% 776 0 0.0% Q4 2025 Jan 08, 2026
POWER WEALTH MANAGEMENT LLC History No change 4,438 207 0.07% 0.07% 777 0 0.0% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Added to 4,381 205 0.0% 0.0% 778 +2,063 89.0% Q4 2025 Feb 02, 2026
FSA Advisors, Inc. History New 4,334 203 0.14% — 779 +4,334 New Q4 2025 Feb 02, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History New 4,333 203 0.09% — 780 +4,333 New Q4 2025 Feb 18, 2026
Capital Advisors, Ltd. LLC History Added to 4,426 202 0.02% 0.01% 781 +2,953 200.48% Q4 2025 Jan 21, 2026
Fox Financial, Inc History Reduced 4,323 202 0.16% 0.18% 782 -618 -12.51% Q4 2025 Feb 09, 2026
Wilson & Boucher Capital Management, LLC History New 4,300 201 0.13% — 783 +4,300 New Q4 2025 Feb 05, 2026
Elevation Wealth Management LLC History New 4,282 200 0.19% — 784 +4,282 New Q4 2025 Feb 12, 2026
Independence Bank of Kentucky History No change 4,233 198 0.02% 0.03% 785 0 0.0% Q4 2025 Jan 20, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 3,913 183 0.0% 0.0% 786 -64 -1.61% Q4 2025 Feb 05, 2026
HAZLETT, BURT & WATSON, INC. History Added to 3,851 182 0.06% 0.04% 787 +1,465 61.4% Q4 2025 Feb 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 3,863 181 0.15% 0.07% 788 +2,468 176.92% Q4 2025 Feb 10, 2026
Sachetta, LLC History No change 3,619 169 0.09% 0.06% 789 0 0.0% Q4 2025 Feb 02, 2026
TCTC Holdings, LLC History No change 3,514 164 0.0% 0.0% 790 0 0.0% Q4 2025 Feb 12, 2026
S.A. Mason LLC History Added to 3,499 163 0.06% 0.06% 791 +615 21.32% Q4 2025 Jan 29, 2026
GGM Financials LLC History Reduced 3,369 157 0.08% 0.08% 793 -31 -0.91% Q4 2025 Feb 04, 2026
Park Place Capital Corp History Added to 3,365 157 0.03% 0.03% 792 +16 0.48% Q4 2025 Jan 09, 2026
Newbridge Financial Services Group, Inc. History No change 3,111 145 0.02% 0.02% 794 0 0.0% Q4 2025 Jan 21, 2026
Global Trust Asset Management, LLC History New 2,998 140 0.06% — 795 +2,998 New Q4 2025 Jan 20, 2026
Sound Income Strategies, LLC History Added to 2,795 140 0.01% 0.0% 796 +1,072 62.22% Q4 2025 Jan 21, 2026
Cape Investment Advisory, Inc. History Added to 2,964 138 0.04% 0.1% 797 +659 28.59% Q4 2025 Feb 17, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 2,938 137 0.1% 0.11% 798 0 0.0% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,890 135 0.0% — 799 +2,890 New Q4 2025 Feb 13, 2026
Joseph Group Capital Management History Added to 2,717 127 0.03% 0.04% 801 +18 0.67% Q4 2025 Jan 30, 2026