SPDR SERIES TRUST - SPYM

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 335 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
Betterment LLC History Added to 83,585,842 6,705,256 12.77% 12.16% 1 +5,039,605 6.42% Q4 2025 Feb 12, 2026
USS Investment Management Ltd History No change 66,398,232 5,326,798 24.76% 23.66% 2 0 0.0% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 57,574,162 4,618,604 2.82% 2.7% 3 +6,591,558 12.93% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 53,847,867 4,319,675 0.31% 0.35% 4 -11,593,314 -17.72% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 51,511,055 4,132,216 1.13% 1.11% 5 +3,050,730 6.3% Q4 2025 Feb 11, 2026
Creative Planning History Added to 32,800,149 2,631,227 1.88% 1.92% 6 +770,462 2.41% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 30,855,614 2,475,237 0.15% 0.07% 7 +16,607,351 116.56% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 17,891,359 1,435,244 0.43% 0.38% 8 +1,022,371 6.06% Q4 2025 Feb 10, 2026
NATIXIS History New 16,433,000 1,329,183 4.72% — 9 +16,433,000 New Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 10,606,949 850,889 0.13% 0.13% 10 +28,212 0.27% Q4 2025 Feb 19, 2026
CWM, LLC History Added to 10,359,261 831,020 2.25% 2.35% 11 +400,292 4.02% Q4 2025 Jan 26, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 9,989,832 801,384 4.17% 4.32% 12 0 0.0% Q4 2025 Feb 17, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 9,536,000 764,977 5.61% 5.67% 13 0 0.0% Q4 2025 Feb 04, 2026
GOLDMAN SACHS GROUP INC History Added to 9,113,267 731,066 0.09% 0.08% 14 +763,231 9.14% Q4 2025 Mar 25, 2026
JPMORGAN CHASE & CO History Added to 8,461,033 678,744 0.04% 0.04% 15 +213,761 2.59% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 7,471,643 599,423 0.88% 0.94% 16 -1,318,338 -15.0% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History Reduced 7,449,848 597,626 3.67% 3.76% 17 -221,438 -2.89% Q4 2025 Feb 17, 2026
Advance Capital Management, Inc. History Reduced 6,194,274 496,904 21.07% 25.78% 18 -1,390,160 -18.33% Q4 2025 Jan 06, 2026
OneDigital Investment Advisors LLC History Added to 6,123,760 491,248 4.81% 4.78% 19 +179,193 3.01% Q4 2025 Feb 13, 2026
1900 WEALTH MANAGEMENT LLC History Added to 5,951,853 477,457 30.62% 29.99% 20 +303,212 5.37% Q4 2025 Jan 20, 2026
TIG Advisors, LLC History Added to 5,946,012 476,980 22.1% 27.57% 21 +17,335 0.29% Q4 2025 Feb 17, 2026
GREENLEAF TRUST History Added to 5,464,262 438,343 4.02% 0.31% 22 +5,032,883 1166.7% Q4 2025 Jan 21, 2026
AMERIPRISE FINANCIAL INC History Added to 5,451,039 437,248 0.1% 0.08% 23 +817,009 17.63% Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,445,584 436,844 3.32% 3.3% 24 +486,375 9.81% Q4 2025 Jan 14, 2026
Allianz Asset Management GmbH History Added to 5,071,162 406,808 0.41% 0.05% 25 +4,443,717 708.22% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Added to 5,067,054 406,479 0.77% 0.75% 26 +73,227 1.47% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 4,917,441 394,477 8.4% 8.04% 27 +362,532 7.96% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Added to 4,808,867 385,767 1.81% 1.69% 28 +427,951 9.77% Q4 2025 Feb 17, 2026
GM Advisory Group, LLC History Added to 4,745,143 380,655 14.91% 15.19% 29 +185,616 4.07% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 4,608,449 369,689 0.12% 0.12% 30 -73,169 -1.56% Q4 2025 Feb 18, 2026
Cetera Investment Advisers History Added to 4,431,369 355,476 0.39% 0.38% 31 +216,006 5.12% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 4,330,088 347,359 6.82% 7.01% 32 +35,274 0.82% Q4 2025 Jan 14, 2026
HighTower Advisors, LLC History Added to 4,274,627 342,910 0.38% 0.34% 33 +423,754 11.0% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,096,080 328,587 0.21% 0.2% 34 +308,741 8.15% Q4 2025 Feb 10, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History No change 4,091,668 328,233 2.64% 2.62% 35 0 0.0% Q4 2025 Jan 27, 2026
Gradient Investments LLC History Added to 4,039,470 324,046 5.14% 4.9% 36 +289,798 7.73% Q4 2025 Jan 08, 2026
Kedalion Capital Management LLP History Reduced 3,840,000 308,044 7.56% 37.91% 37 -9,044,000 -70.2% Q4 2025 Jan 21, 2026
Capital Analysts, LLC History Reduced 3,816,895 306,191 9.32% 8.77% 38 -21,129 -0.55% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History Added to 3,809,436 305,593 5.16% 5.23% 39 +111,691 3.02% Q4 2025 Feb 17, 2026
Stadion Money Management, LLC History Reduced 3,793,589 304,321 24.67% 24.52% 40 -125,770 -3.21% Q4 2025 Feb 17, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 3,610,494 295,338 19.9% 0.2% 41 +3,577,727 10918.69% Q4 2025 Feb 13, 2026
Norinchukin Bank, The History No change 3,511,270 281,674 3.28% 3.69% 42 0 0.0% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 3,510,130 281,582 0.05% 0.05% 43 +184,119 5.54% Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History Added to 3,471,741 278,503 1.94% 1.52% 44 +793,178 29.61% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,324,859 270,701 0.37% 0.38% 45 +146,531 4.61% Q4 2025 Jan 08, 2026
Advocacy Wealth Management, LLC History Added to 3,249,653 260,687 10.91% 10.59% 46 +135,681 4.36% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Added to 3,241,367 260,022 0.37% 0.28% 47 +766,257 30.96% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 3,233,690 259,406 0.53% 0.54% 48 +43,978 1.38% Q4 2025 Jan 23, 2026
Composition Wealth, LLC History Added to 3,199,150 256,635 3.68% 3.28% 49 +402,945 14.41% Q4 2025 Feb 02, 2026
Mizuho Bank, Ltd. History Added to 3,170,000 254,297 30.26% 9.48% 50 +2,080,000 190.83% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 2,885,251 231,454 0.64% 0.66% 51 +213,100 7.97% Q4 2025 Jan 26, 2026
STATE STREET CORP History Added to 2,701,855 216,742 0.01% 0.0% 52 +1,133,005 72.22% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Added to 2,627,987 210,817 2.23% 2.18% 53 +74,299 2.91% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 2,460,143 197,352 0.72% 0.77% 54 +293,045 13.52% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 2,403,367 192,798 0.47% 0.43% 55 +334,337 16.16% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 2,368,026 189,963 3.37% 4.01% 56 +83,430 3.65% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 2,326,183 186,607 0.03% — 57 +2,326,183 New Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 2,316,179 185,833 0.22% 0.22% 58 +179,393 8.4% Q4 2025 Feb 13, 2026
Peterson Wealth Advisors, LLC History Reduced 2,297,743 184,324 24.57% 27.08% 59 -2,291 -0.1% Q4 2025 Jan 09, 2026
Larson Financial Group LLC History Added to 2,282,787 183,125 6.09% 5.69% 60 +204,057 9.82% Q4 2025 Feb 06, 2026
SPINNAKER TRUST History Added to 2,166,677 173,810 9.3% 9.24% 61 +41,590 1.96% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 2,137,148 171,442 0.45% 0.66% 62 -909,406 -29.85% Q4 2025 Feb 05, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History Added to 2,102,500 168,662 5.02% 4.43% 63 +802,500 61.73% Q4 2025 Feb 13, 2026
Ocean Park Asset Management, LLC History Added to 2,071,057 166,140 7.8% 6.65% 64 +12,401 0.6% Q4 2025 Jan 15, 2026
UBS Group AG History Reduced 2,051,846 164,599 0.03% 0.03% 65 -105,608 -4.9% Q4 2025 Jan 29, 2026
49 WEALTH MANAGEMENT, LLC History Added to 1,997,722 160,257 13.04% 12.91% 66 +249,716 14.29% Q4 2025 Feb 04, 2026
Tennessee Valley Asset Management Partners History Added to 1,933,836 155,132 20.11% 19.81% 67 +71,107 3.82% Q4 2025 Feb 05, 2026
VICUS CAPITAL History Added to 1,811,141 145,293 10.9% 8.49% 68 +392,593 27.68% Q4 2025 Jan 22, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 1,797,996 144,235 24.46% 22.21% 69 +139,774 8.43% Q4 2025 Jan 27, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,771,500 142,109 0.2% 0.36% 70 -1,311,800 -42.55% Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 1,744,238 139,922 8.37% 7.29% 71 +139,207 8.67% Q4 2025 Jan 20, 2026
UNIVEST FINANCIAL Corp History Reduced 1,705,726 136,833 7.25% 7.71% 72 -54,221 -3.08% Q4 2025 Feb 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 1,687,147 135,343 2.6% 2.65% 73 -2,144 -0.13% Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Added to 1,620,149 129,968 0.93% 0.72% 74 +354,527 28.01% Q4 2025 Feb 13, 2026
Sand Hill Global Advisors, LLC History Reduced 1,613,586 129,441 4.52% 4.61% 75 -59,149 -3.54% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Reduced 1,429,104 114,642 0.66% 0.72% 76 -13,518 -0.94% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 1,331,691 106,828 1.73% 1.98% 77 +94,133 7.61% Q4 2025 Mar 12, 2026
Revere Asset Management, Inc History Added to 1,282,605 102,890 36.21% 33.92% 78 +135,147 11.78% Q4 2025 Feb 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,255,872 100,746 0.13% 0.15% 79 -183,428 -12.74% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 1,249,128 100,205 1.13% 0.9% 80 +274,020 28.1% Q4 2025 Jan 20, 2026
RiverFront Investment Group, LLC History Added to 1,235,781 99,134 1.63% 1.7% 81 +287 0.02% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Reduced 1,225,539 98,312 3.36% 3.79% 82 -141,227 -10.33% Q4 2025 Jan 20, 2026
Kestra Advisory Services, LLC History Reduced 1,177,467 94,456 0.39% 0.44% 83 -42,378 -3.47% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,170,521 93,899 0.14% 0.14% 84 +100,017 9.34% Q4 2025 Feb 18, 2026
Crews Bank & Trust History Added to 1,136,405 91,162 13.05% 12.55% 85 +41,515 3.79% Q4 2025 Jan 21, 2026
Austin Private Wealth, LLC History Added to 1,133,896 90,961 6.76% 6.61% 86 +21,230 1.91% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 1,130,317 90,674 1.08% 0.81% 87 -22,562 -1.96% Q4 2025 Feb 13, 2026
KWB Wealth History Added to 1,113,942 89,360 8.46% 8.02% 88 +115,164 11.53% Q4 2025 Jan 12, 2026
WCG Wealth Advisors LLC History Added to 1,112,501 89,245 2.5% 1.53% 89 +801,849 258.12% Q4 2025 Feb 10, 2026
AlphaStar Capital Management, LLC History Reduced 1,089,630 87,410 6.41% 10.5% 90 -465,503 -29.93% Q4 2025 Feb 02, 2026
Brown Financial Advisory History Added to 1,056,203 84,728 42.82% 42.08% 91 +30,392 2.96% Q4 2025 Jan 29, 2026
Avidian Wealth Enterprises, LLC History Reduced 1,033,682 82,921 3.02% 3.07% 92 -5,551 -0.53% Q4 2025 Feb 02, 2026
Sterling Group Wealth Management, LLC History Reduced 1,030,149 82,638 40.0% 40.08% 93 -2,535 -0.25% Q4 2025 Jan 27, 2026
PARK AVENUE SECURITIES LLC History Added to 1,018,422 81,698 0.69% 0.57% 94 +83,717 8.96% Q4 2025 Jan 05, 2026
Intrua Financial, LLC History Added to 983,305 78,880 8.32% 7.82% 95 +63,766 6.93% Q4 2025 Feb 05, 2026
ST GERMAIN D J CO INC History Added to 971,008 77,894 3.03% 2.84% 96 +66,125 7.31% Q4 2025 Jan 29, 2026
One Day In July LLC History Added to 969,305 77,757 6.39% 5.91% 97 +77,689 8.71% Q4 2025 Feb 04, 2026
TECTONIC ADVISORS LLC History Added to 951,414 76,322 4.02% 4.05% 98 +4,731 0.5% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 950,070 76,214 1.39% 1.16% 99 +202,324 27.06% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 76,049 76,049 0.04% — 100 +76,049 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 935,150 75,017 0.03% 0.03% 101 0 0.0% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Added to 905,147 72,610 5.37% 6.26% 102 +10,303 1.15% Q4 2025 Jan 28, 2026
Penserra Capital Management LLC History Reduced 904,560 72,563 0.86% 1.11% 103 -282,114 -23.77% Q4 2025 Feb 12, 2026
Eagle Strategies LLC History Added to 891,706 71,532 9.14% 9.34% 104 +363 0.04% Q4 2025 Jan 23, 2026
Standpoint Asset Management, LLC History Reduced 889,500 71,355 16.3% 16.34% 105 -33,400 -3.62% Q4 2025 Feb 12, 2026
Allen Capital Group, LLC History Reduced 888,348 71,263 6.53% 6.71% 106 -19,314 -2.13% Q4 2025 Feb 09, 2026
Vertex Planning Partners, LLC History Added to 882,936 70,829 16.46% 13.14% 107 +8,215 0.94% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 879,835 70,580 0.01% 0.01% 108 -85,622 -8.87% Q4 2025 Feb 17, 2026
TAIYO LIFE INSURANCE CO History No change 855,500 68,628 5.87% 5.87% 109 0 0.0% Q4 2025 Jan 30, 2026
INTEGRITY ALLIANCE, LLC. History Added to 844,830 67,772 2.47% 2.99% 110 +33,928 4.18% Q4 2025 Feb 09, 2026
PRINCIPAL SECURITIES, INC. History Reduced 833,868 66,892 1.03% 1.2% 111 -99,263 -10.64% Q4 2025 Feb 12, 2026
Leading Edge Financial Planning LLC History Added to 831,668 66,716 15.2% 15.25% 112 +55,915 7.21% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Added to 831,519 66,704 2.14% 1.79% 113 +42,671 5.41% Q4 2025 Jan 09, 2026
Solitude Financial Services History Added to 829,478 66,540 21.94% 21.34% 114 +33,655 4.23% Q4 2025 Jan 15, 2026
CFS Investment Advisory Services, LLC History Added to 824,478 66,139 4.83% 4.76% 115 +20,272 2.52% Q4 2025 Feb 10, 2026
O'Brien Wealth Partners LLC History Reduced 812,351 65,166 8.62% 8.68% 116 -5,715 -0.7% Q4 2025 Jan 22, 2026
IAG Wealth Partners, LLC History Reduced 812,288 65,161 7.55% 7.66% 117 -2,187 -0.27% Q4 2025 Feb 10, 2026
KICKSTAND VENTURES, LLC. History Reduced 810,575 65,024 13.7% 13.99% 118 -1,098 -0.14% Q4 2025 Jan 29, 2026
Signal Advisors Wealth, LLC History Added to 803,731 64,475 5.13% 5.45% 119 +36,803 4.8% Q4 2025 Jan 13, 2026
Stone House Investment Management, LLC History New 797,710 63,992 9.93% — 120 +797,710 New Q4 2025 Jan 21, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 795,893 63,846 16.92% 18.53% 121 +333 0.04% Q4 2025 Jan 12, 2026
Detalus Advisors, LLC History Added to 795,620 63,824 15.56% 15.31% 122 +40,779 5.4% Q4 2025 Feb 03, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 778,986 62,490 19.31% 19.16% 123 +17,118 2.25% Q4 2025 Feb 12, 2026
Auour Investments LLC History Reduced 776,908 62,323 19.83% 20.96% 124 -44,794 -5.45% Q4 2025 Jan 12, 2026
Wealthspire Advisors, LLC History Reduced 766,919 61,522 0.49% 0.33% 125 -27,654 -3.48% Q4 2025 Feb 13, 2026
ODonnell Financial Services, LLC History Added to 766,923 61,522 21.03% 21.18% 126 +6,873 0.9% Q4 2025 Jan 29, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 761,515 61,088 21.65% 22.34% 127 -12,651 -1.63% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Reduced 744,242 59,703 1.54% 1.61% 128 -7,417 -0.99% Q4 2025 Feb 17, 2026
Private Wealth Group, LLC History Added to 743,023 59,605 28.59% 28.47% 129 +12,676 1.74% Q4 2025 Jan 12, 2026
New Perspectives, Inc History Added to 735,219 58,979 20.45% 25.62% 130 +4,532 0.62% Q4 2025 Jan 28, 2026
Americana Partners, LLC History Reduced 733,516 58,842 1.62% 1.89% 131 -66,558 -8.32% Q4 2025 Feb 06, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 732,162 58,734 2.37% 2.4% 132 -22,635 -3.0% Q4 2025 Feb 09, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 720,187 57,773 4.02% 4.05% 133 +5,795 0.81% Q4 2025 Jan 07, 2026
Western Wealth Management, LLC History Added to 718,479 57,636 2.66% 2.6% 134 +89,425 14.22% Q4 2025 Feb 05, 2026
HM PAYSON & CO History Added to 711,999 57,116 0.81% 0.79% 135 +11,839 1.69% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 700,995 55,749 0.17% 0.17% 136 +11,747 1.7% Q4 2025 Feb 10, 2026
WBH ADVISORY INC History Added to 692,609 55,561 4.11% 3.81% 137 +54,970 8.62% Q4 2025 Jan 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 679,588 54,920 0.1% 0.1% 138 +13,963 2.1% Q4 2025 Feb 05, 2026
Clear Creek Financial Management, LLC History Added to 684,287 54,893 4.48% 4.07% 139 +84,890 14.16% Q4 2025 Jan 23, 2026
Focus Partners Wealth History Added to 676,211 54,245 0.06% 0.03% 140 +433,323 178.4% Q4 2025 Feb 13, 2026
Tull Financial Group, Inc. History Added to 671,395 53,859 23.07% 22.99% 141 +6,798 1.02% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 670,081 53,753 0.58% 0.64% 142 +128,777 23.79% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Reduced 664,814 53,331 1.08% 1.2% 143 -7,957 -1.18% Q4 2025 Feb 09, 2026
Procyon Advisors, LLC History Added to 656,464 52,661 2.6% 2.22% 144 +178,461 37.33% Q4 2025 Jan 07, 2026
Global View Capital Management LLC History Added to 649,985 52,141 9.72% 10.22% 145 +35,546 5.79% Q4 2025 Jan 14, 2026
FIFTH THIRD BANCORP History Added to 649,465 52,100 0.17% 0.15% 146 +61,359 10.43% Q4 2025 Feb 02, 2026
Financial Enhancement Group LLC History Reduced 643,969 51,929 6.76% 7.05% 147 -19,257 -2.9% Q4 2025 Jan 23, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 645,628 51,792 0.95% 1.11% 148 -27,238 -4.05% Q4 2025 Jan 28, 2026
Bank of New York Mellon Corp History Added to 628,962 50,455 0.01% 0.01% 149 +105,109 20.06% Q4 2025 Feb 10, 2026
CCG WEALTH MANAGEMENT, LLC History Added to 626,996 50,297 21.55% 22.97% 150 +4,851 0.78% Q4 2025 Jan 21, 2026
Gladstone Institutional Advisory LLC History Reduced 613,111 49,183 1.86% 1.94% 151 -28,839 -4.49% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Reduced 605,575 48,579 0.56% 0.59% 152 -23,126 -3.68% Q4 2025 Jan 15, 2026
PSI Advisors, LLC History Added to 604,159 48,465 12.17% 11.89% 153 +14,917 2.53% Q4 2025 Feb 09, 2026
Cornerstone Wealth Management, LLC History Added to 602,166 48,305 2.51% 2.51% 154 +22,740 3.92% Q4 2025 Feb 05, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 601,095 48,219 13.75% 11.15% 155 +140,053 30.38% Q4 2025 Feb 11, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 596,970 47,888 3.24% 0.24% 156 +552,885 1254.13% Q4 2025 Jan 08, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 595,620 47,780 0.02% 0.02% 157 -4,478 -0.75% Q4 2025 Feb 02, 2026
Strategic Financial Partners, Ltd. History Added to 592,838 47,557 20.59% 20.84% 158 +11,927 2.05% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 583,941 46,843 0.32% 0.31% 159 +48,593 9.08% Q4 2025 Feb 17, 2026
One Wealth Advisors, LLC History Added to 581,253 46,628 5.7% 5.61% 160 +10,164 1.78% Q4 2025 Feb 02, 2026
First Heartland Consultants, Inc. History Added to 580,485 46,566 3.53% 3.66% 161 +1,569 0.27% Q4 2025 Jan 09, 2026
Compass Ion Advisors, LLC History Reduced 578,665 46,420 4.42% 4.42% 162 -6,707 -1.15% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Reduced 576,825 46,272 0.37% 0.45% 163 -337 -0.06% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 558,238 44,781 0.25% 0.26% 164 +17,161 3.17% Q4 2025 Feb 03, 2026
Petix & Botte Co History Added to 558,055 44,767 10.16% 8.57% 165 +83,873 17.69% Q4 2025 Feb 05, 2026
Geneos Wealth Management Inc. History Added to 552,035 44,284 1.08% 1.08% 166 +9,059 1.67% Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Reduced 551,439 44,236 0.99% 1.17% 167 -21,354 -3.73% Q4 2025 Feb 06, 2026
Rockbridge Investment Management, LCC History Added to 541,279 43,421 4.04% 3.69% 168 +64,335 13.49% Q4 2025 Feb 04, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 540,842 43,386 2.05% 2.06% 169 -62,617 -10.38% Q4 2025 Jan 21, 2026
JANE STREET GROUP, LLC History Added to 535,188 42,932 0.01% 0.0% 170 +217,378 68.4% Q4 2025 Feb 12, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 532,188 42,692 13.35% 13.64% 171 +6,253 1.19% Q4 2025 Jan 12, 2026
Jackson Wealth Management, LLC History Reduced 530,805 42,581 4.15% 4.42% 172 -33,262 -5.9% Q4 2025 Jan 20, 2026
Investment Planning Advisors, Inc. History Added to 524,092 42,042 12.24% 12.74% 173 +6,952 1.34% Q4 2025 Jan 20, 2026
Keystone Financial Group History Added to 523,900 42,027 3.11% 3.09% 174 +7,243 1.4% Q4 2025 Feb 06, 2026
MONECO ADVISORS, LLC History Added to 522,585 41,921 3.33% 2.81% 175 +92,425 21.49% Q4 2025 Feb 04, 2026
SOL Capital Management CO History Reduced 519,146 41,646 3.74% 4.38% 176 -104,168 -16.71% Q4 2025 Jan 30, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 513,392 41,184 6.4% 6.52% 177 -10,277 -1.96% Q4 2025 Jan 23, 2026
Highland Financial Advisors, LLC History Added to 508,404 40,784 11.31% 11.21% 178 +9,192 1.84% Q4 2025 Jan 23, 2026
Walkner Condon Financial Advisors LLC History Added to 505,783 40,573 5.64% 5.08% 179 +96,299 23.52% Q4 2025 Jan 21, 2026
Buttonwood Financial Group, LLC History Reduced 496,741 40,563 21.56% 23.17% 180 -184,952 -27.13% Q4 2025 Jan 13, 2026
Quantum Financial Planning Services, Inc. History Added to 505,571 40,556 14.7% 15.24% 181 +24,590 5.11% Q4 2025 Jan 15, 2026
NICOLET BANKSHARES INC History New 500,712 40,167 6.44% — 182 +500,712 New Q4 2025 Feb 09, 2026
Crown Wealth Group, LLC History Added to 494,893 39,700 11.09% 11.35% 183 +12,567 2.61% Q4 2025 Jan 28, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 492,086 39,475 2.81% 2.6% 184 -1,641 -0.33% Q4 2025 Jan 14, 2026
Bricktown Capital, LLC History No change 491,750 39,448 6.64% 6.35% 185 0 0.0% Q4 2025 Jan 15, 2026
Security Financial Services, INC. History Added to 485,406 38,939 6.11% 6.01% 186 +10,828 2.28% Q4 2025 Jan 27, 2026
Financial Insights, Inc. History Added to 484,113 38,835 13.02% 12.1% 187 +17,701 3.8% Q4 2025 Mar 31, 2026
Compass Financial Services Inc History Added to 477,690 38,320 16.52% 16.4% 188 +4,633 0.98% Q4 2025 Feb 27, 2026
Broadway Wealth Solutions, Inc. History Added to 473,455 37,980 20.28% 20.48% 189 +7,331 1.57% Q4 2025 Jan 29, 2026
Louisiana State Employees Retirement System History Reduced 459,900 36,893 0.63% 0.77% 190 -125,000 -21.37% Q4 2025 Jan 16, 2026
BlackRock, Inc. History Added to 459,713 36,878 0.0% 0.0% 191 +328,802 251.16% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Reduced 456,531 36,622 0.2% 0.19% 192 -47,197 -9.37% Q4 2025 Jan 29, 2026
Mueller Wealth, LLC History New 455,796 36,563 30.26% — 193 +455,796 New Q4 2025 Feb 10, 2026
PFG Advisors History Added to 452,727 36,317 1.76% 1.15% 194 +94,946 26.54% Q4 2025 Jan 27, 2026
Richmond Investment Services, LLC History Added to 451,131 36,189 6.26% 6.06% 195 +35,386 8.51% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 448,229 35,956 0.89% 1.2% 196 -142,097 -24.07% Q4 2025 Feb 09, 2026
Ridgeline Wealth Planning, LLC History Added to 448,029 35,940 25.65% 26.09% 197 +4,556 1.03% Q4 2025 Feb 03, 2026
Bauman Advisory Group, LLC History New 445,771 35,759 28.82% — 199 +445,771 New Q4 2025 Feb 20, 2026
Merit Financial Group, LLC History Added to 445,773 35,759 0.29% 0.32% 198 +878 0.2% Q4 2025 Jan 26, 2026
CITADEL ADVISORS LLC History Reduced 445,100 35,705 0.01% 0.01% 200 -161,439 -26.62% Q4 2025 Feb 17, 2026
Montz Harcus Wealth Management LLC History Added to 440,475 35,334 14.32% 14.95% 201 +3,119 0.71% Q4 2025 Jan 22, 2026
LVW Advisors, LLC History Added to 434,372 34,845 3.53% 2.36% 202 +139,391 47.25% Q4 2025 Jan 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 428,624 34,384 0.26% 0.28% 203 -20,533 -4.57% Q4 2025 Feb 12, 2026
Horst & Graben Wealth Management LLC History Added to 423,839 34,026 5.13% 4.92% 204 +12,474 3.03% Q4 2025 Jan 27, 2026
Physician Wealth Advisors, Inc. History Added to 415,737 33,350 4.64% 4.5% 205 +12,060 2.99% Q4 2025 Jan 29, 2026
Wealthspire Retirement, LLC History Added to 413,637 33,181 2.02% 2.05% 206 +4,128 1.01% Q4 2025 Feb 18, 2026
Leo Wealth, LLC History New 412,887 33,152 2.4% — 207 +412,887 New Q4 2025 Jan 21, 2026
Carnegie Investment Counsel History Added to 412,877 33,120 0.61% 0.59% 208 +14,903 3.74% Q4 2025 Jan 23, 2026
Hills Bank & Trust Co History Added to 410,873 32,960 1.92% 1.64% 209 +55,384 15.58% Q4 2025 Feb 05, 2026
Macco Financial Group, Inc. History New 409,872 32,879 28.26% — 210 +409,872 New Q4 2025 Feb 24, 2026
Kelman-Lazarov, Inc. History Added to 409,641 32,861 4.69% 4.43% 211 +28,424 7.46% Q4 2025 Jan 26, 2026
Eldridge Investment Advisors, Inc. History Reduced 407,093 32,657 7.19% 7.26% 212 -58 -0.01% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 406,955 32,645 0.03% — 213 +406,955 New Q4 2025 Feb 12, 2026
Scarborough Advisors, LLC History Added to 399,204 32,024 5.41% 5.42% 214 +6,673 1.7% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 395,328 31,713 0.02% 0.02% 215 -3,900 -0.98% Q4 2025 Feb 13, 2026
Capital Investment Management, Inc. History New 385,991 30,964 10.83% — 216 +385,991 New Q4 2025 Apr 10, 2026
BANK OF NOVA SCOTIA History Added to 380,530 30,754 0.05% 0.05% 217 +41,390 12.2% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 381,223 30,581 0.22% 0.21% 218 +40,618 11.93% Q4 2025 Feb 12, 2026
Segment Wealth Management, LLC History Added to 372,711 29,898 1.73% 1.39% 219 +76,400 25.78% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Added to 367,791 29,504 1.37% 1.35% 220 +12,503 3.52% Q4 2025 Feb 13, 2026
Cypress Wealth Services, LLC History Added to 367,295 29,464 4.08% 4.12% 221 +45,952 14.3% Q4 2025 Jan 14, 2026
Leslie Global Wealth, LLC History Added to 364,129 29,210 13.14% 12.85% 222 +14,468 4.14% Q4 2025 Feb 02, 2026
Cerity Partners LLC History Reduced 363,942 29,195 0.04% 0.05% 223 -19,683 -5.13% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 362,880 29,121 1.41% 0.15% 224 +330,460 1019.31% Q4 2025 Jan 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 362,274 29,061 0.95% 0.94% 225 +13,035 3.73% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 360,601 28,927 0.01% 0.01% 226 +88,570 32.56% Q4 2025 Feb 12, 2026
Forefront Wealth Partners, LLC History Added to 356,488 28,597 13.54% 6.7% 227 +16,516 4.86% Q4 2025 Feb 06, 2026
HUB Investment Partners, LLC History Added to 355,786 28,541 0.74% 0.9% 228 +10,887 3.16% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Added to 355,367 28,507 2.14% 1.82% 229 +53,366 17.67% Q4 2025 Jan 29, 2026
Concurrent Investment Advisors, LLC History Added to 351,300 28,181 0.32% 0.22% 230 +189,575 117.22% Q4 2025 Jan 29, 2026
THRYVE WEALTH MANAGEMENT LLC History New 346,550 27,800 13.76% — 231 +346,550 New Q4 2025 Feb 25, 2026
RFG Advisory, LLC History Reduced 345,088 27,682 0.52% 0.57% 232 -7,028 -2.0% Q4 2025 Feb 03, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 344,543 27,639 3.85% 3.9% 233 -14,455 -4.03% Q4 2025 Jan 26, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 339,807 27,259 2.12% 0.0% 234 +339,735 471854.17% Q4 2025 Jan 20, 2026
Simplicity Wealth,LLC History Added to 337,798 27,098 1.62% 1.4% 235 +28,575 9.24% Q4 2025 Jan 30, 2026
FIFTH THIRD SECURITIES, INC. History Added to 337,687 27,089 1.77% 1.75% 236 +11,353 3.48% Q4 2025 Jan 23, 2026
Vivaldi Capital Management LP History Added to 335,360 26,902 3.66% 3.31% 237 +36,307 12.14% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 334,956 26,870 0.6% 0.02% 238 +328,918 5447.47% Q4 2025 Feb 05, 2026
NOVEM GROUP History Reduced 334,859 26,862 3.09% 3.24% 239 -18,516 -5.24% Q4 2025 Jan 27, 2026
SFG Wealth Management, LLC. History Added to 333,938 26,788 10.52% 0.36% 240 +323,293 3037.04% Q4 2025 Feb 03, 2026
Arvest Bank Trust Division History Added to 333,517 26,754 1.45% 0.58% 241 +199,397 148.67% Q4 2025 Feb 09, 2026
POM Investment Strategies, LLC History Added to 333,281 26,735 13.75% 13.56% 242 +14,786 4.64% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 330,517 26,514 0.01% 0.02% 243 +9,810 3.06% Q4 2025 Feb 06, 2026
Vestmark Advisory Solutions, Inc. History Added to 330,468 26,510 0.36% 0.35% 244 +99,221 42.91% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 329,149 26,404 0.02% 0.02% 245 +7,432 2.31% Q4 2025 Feb 13, 2026
TSA Wealth Managment LLC History Reduced 325,130 26,081 8.64% 8.85% 246 -6,978 -2.1% Q4 2025 Jan 22, 2026
Mayflower Financial Advisors, LLC History Added to 324,040 25,994 3.14% 3.15% 247 +4,061 1.27% Q4 2025 Jan 13, 2026
West Wealth Group, LLC History Added to 323,884 25,981 5.39% 5.52% 248 +11,170 3.57% Q4 2025 Jan 26, 2026
Maia Wealth LLC History Reduced 323,300 25,915 4.42% 4.9% 249 -39,871 -10.98% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 322,305 25,855 1.61% 0.21% 250 +285,829 783.61% Q4 2025 Feb 11, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 322,251 25,850 14.05% 14.37% 251 -4,062 -1.24% Q4 2025 Feb 05, 2026
Wealth Advisory Solutions, LLC History Reduced 320,837 25,737 6.0% 6.19% 252 -5,469 -1.68% Q4 2025 Jan 16, 2026
Wealth Advisors of Iowa, LLC History Reduced 320,790 25,733 8.45% 8.56% 253 -14 -0.0% Q4 2025 Feb 05, 2026
Lloyd Advisory Services, LLC. History Added to 320,397 25,702 9.97% 11.38% 254 +11,743 3.8% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Reduced 318,642 25,561 0.15% 0.18% 255 -50,762 -13.74% Q4 2025 Feb 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 317,471 25,467 0.37% 0.1% 256 +233,288 277.12% Q4 2025 Feb 12, 2026
SYKON CAPITAL LLC History Added to 315,691 25,324 8.13% 8.21% 257 +1,500 0.48% Q4 2025 Feb 12, 2026
Steele Capital Management, Inc. History Reduced 311,559 24,993 1.07% 1.09% 258 -2,472 -0.79% Q4 2025 Jan 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 310,786 24,931 0.01% 0.01% 259 +42,733 15.94% Q4 2025 Feb 17, 2026
Goodman Advisory Group, LLC History Reduced 310,506 24,908 6.13% 6.47% 260 -21,488 -6.47% Q4 2025 Feb 11, 2026
MidWestOne Financial Group, Inc. History Added to 309,089 24,795 2.75% 2.87% 261 +7,246 2.4% Q4 2025 Feb 12, 2026
Keel Point, LLC History Added to 308,292 24,731 1.49% 1.49% 262 +3 0.0% Q4 2025 Feb 12, 2026
CBM Financial, LLC History New 303,077 24,473 16.62% — 263 +303,077 New Q4 2025 Feb 19, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 304,665 24,440 3.97% 4.08% 264 +6,545 2.2% Q4 2025 Feb 11, 2026
Stonebrook Private Inc. History Added to 304,540 24,430 5.11% 2.68% 265 +146,152 92.27% Q4 2025 Feb 11, 2026
McMill Wealth Management History Reduced 304,128 24,397 6.86% 6.83% 266 -1,746 -0.57% Q4 2025 Feb 23, 2026
DAIDO LIFE INSURANCE CO History Added to 300,182 24,081 3.39% 1.74% 267 +145,397 93.93% Q4 2025 Feb 06, 2026
Arete Wealth Advisors, LLC History Reduced 299,575 24,032 1.46% 2.2% 268 -148,860 -33.2% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 299,212 24,002 0.04% 0.04% 269 -6,577 -2.15% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 298,724 23,963 1.04% 1.06% 270 +874 0.29% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Added to 297,116 23,834 1.24% 1.25% 271 +6,612 2.28% Q4 2025 Mar 04, 2026
MGO ONE SEVEN LLC History Added to 291,809 23,408 0.48% 0.27% 272 +141,957 94.73% Q4 2025 Feb 03, 2026
ARRIEN INVESTMENTS, INC. History Added to 290,173 23,277 13.13% 13.25% 273 +1,045 0.36% Q4 2025 Jan 30, 2026
Gateway Wealth Partners, LLC History Added to 284,720 22,840 2.54% 2.88% 274 +12,677 4.66% Q4 2025 Feb 11, 2026
Clarus Group, Inc. History Reduced 284,081 22,788 8.21% 7.94% 275 -7,342 -2.52% Q4 2025 Jan 16, 2026
Accelerate Investment Advisors LLC History Added to 282,374 22,652 15.26% 14.7% 276 +6,498 2.36% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Added to 280,232 22,480 0.55% 0.4% 277 +83,862 42.71% Q4 2025 Feb 04, 2026
Core Wealth Advisors, Inc. History Added to 276,516 22,182 5.76% 5.63% 278 +1,096 0.4% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 276,471 22,178 3.26% 3.13% 279 +10,018 3.76% Q4 2025 Feb 10, 2026
Kagan Cocozza Asset Management History Added to 274,562 22,025 15.67% 15.68% 280 +10,138 3.83% Q4 2025 Jan 23, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 269,851 21,647 6.34% 5.42% 281 +48,948 22.16% Q4 2025 Feb 13, 2026
Archford Capital Strategies, LLC History Reduced 269,002 21,579 2.51% 2.61% 282 -10,491 -3.75% Q4 2025 Jan 15, 2026
Diversify Advisory Services, LLC History Added to 263,151 21,415 0.68% 0.49% 283 +79,876 43.58% Q4 2025 Jan 23, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 266,614 21,387 7.41% 7.26% 284 +13,822 5.47% Q4 2025 Jan 27, 2026
TRUIST FINANCIAL CORP History Added to 265,197 21,274 0.03% 0.03% 285 +8,472 3.3% Q4 2025 Feb 02, 2026
Beacon Capital Management, Inc. History Reduced 264,331 21,204 1.13% 1.46% 286 -126,362 -32.34% Q4 2025 Feb 12, 2026
Atlas Private Wealth Advisors History Added to 263,012 21,098 4.93% 4.53% 287 +26,731 11.31% Q4 2025 Feb 05, 2026
Wise Wealth Partners History Added to 256,106 20,544 29.49% 28.67% 288 +16,359 6.82% Q4 2025 Jan 29, 2026
Legacy Advisory Services, LLC History Added to 253,869 20,365 15.31% 14.96% 289 +163 0.06% Q4 2025 Jan 23, 2026
Strategic Blueprint, LLC History Reduced 250,618 20,104 1.18% 0.88% 290 -7,018 -2.72% Q4 2025 Jan 30, 2026
Focus Financial Network, Inc. History Added to 248,554 19,938 0.69% 0.63% 291 +21,858 9.64% Q4 2025 Jan 12, 2026
US BANCORP \DE\ History Reduced 248,410 19,927 0.02% 0.06% 292 -415,273 -62.57% Q4 2025 Jan 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 248,277 19,916 2.23% 2.16% 293 +6,759 2.8% Q4 2025 Jan 22, 2026
Investors Research Corp History Added to 248,254 19,914 3.65% 3.5% 294 +7,063 2.93% Q4 2025 Jan 06, 2026
Corient Private Wealth LLC History Added to 260,321 19,759 0.03% 0.03% 295 +8,352 3.31% Q4 2025 Mar 09, 2026
TABLEAUX LLC History Reduced 242,920 19,592 13.87% 14.7% 296 -225,843 -48.18% Q4 2025 Feb 17, 2026
Luken Investment Analytics, LLC History Added to 240,385 19,283 7.61% 7.29% 297 +2,336 0.98% Q4 2025 Feb 03, 2026
Archer Investment Corp History Added to 239,916 19,246 4.34% 3.91% 298 +18,858 8.53% Q4 2025 Jan 30, 2026
Advisor OS, LLC History Reduced 239,641 19,224 1.55% 1.67% 299 -7,094 -2.88% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Added to 239,228 19,190 0.24% 0.02% 300 +219,783 1130.28% Q4 2025 Feb 11, 2026
Blue Water Asset Management History New 237,824 19,078 6.86% — 301 +237,824 New Q4 2025 Feb 05, 2026
Windsor Capital Management, LLC History Reduced 236,562 18,977 5.24% 5.31% 302 -8,800 -3.59% Q4 2025 Jan 15, 2026
Capital Advantage, Inc. History Added to 232,631 18,661 2.52% 2.44% 303 +25,391 12.25% Q4 2025 Jan 07, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 230,740 18,509 10.32% — 304 +230,740 New Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Added to 229,628 18,420 0.67% 0.57% 305 +38,131 19.91% Q4 2025 Jan 27, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 227,302 18,238 8.39% 8.65% 306 +7,999 3.65% Q4 2025 Feb 17, 2026
Bay Capital Advisors, LLC History Added to 227,071 18,215 11.11% 11.16% 307 +8,360 3.82% Q4 2025 Jan 16, 2026
Coppell Advisory Solutions LLC History Added to 231,181 18,135 1.79% 1.59% 308 +39,529 20.63% Q4 2025 Feb 17, 2026
Asset Allocation Strategies LLC History Added to 223,827 17,955 3.32% 2.91% 309 +36,137 19.25% Q4 2025 Feb 13, 2026
LEGACY SOLUTIONS, LLC History Reduced 223,648 17,941 15.76% 16.03% 310 -3,848 -1.69% Q4 2025 Jan 14, 2026
Curtis Advisory Group, LLC History Reduced 223,388 17,920 3.76% 4.95% 311 -55,099 -19.79% Q4 2025 Jan 23, 2026
Fortitude Financial, LLC History New 223,358 17,917 15.2% — 312 +223,358 New Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Added to 222,100 17,816 0.95% 0.89% 313 +20,804 10.34% Q4 2025 Jan 20, 2026
IMC-Chicago, LLC History New 221,234 17,747 0.01% — 314 +221,234 New Q4 2025 Jan 29, 2026
Gen-Wealth Partners Inc History Added to 218,868 17,557 5.63% 5.53% 315 +10,077 4.83% Q4 2025 Feb 13, 2026
Advisory Alpha, LLC History Reduced 218,742 17,547 0.48% 0.53% 316 -20,881 -8.71% Q4 2025 Feb 06, 2026
Valtinson Bruner Financial Planning LLC History Added to 217,816 17,473 5.03% 5.04% 317 +681 0.31% Q4 2025 Feb 09, 2026
S. R. Schill & Associates History Reduced 216,924 17,401 12.29% 12.13% 318 -3,555 -1.61% Q4 2025 Jan 23, 2026
ARWA LLC History New 216,443 17,363 10.14% — 319 +216,443 New Q4 2025 Feb 27, 2026
FMR LLC History Added to 215,901 17,319 0.0% 0.0% 320 +19,391 9.87% Q4 2025 Feb 17, 2026
RBF Capital, LLC History No change 214,574 17,213 0.76% 0.75% 321 0 0.0% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 212,842 17,074 0.6% 0.61% 322 -177 -0.08% Q4 2025 Jan 13, 2026
Forthright Family Wealth Advisory LLC History Added to 209,322 16,791 10.55% 9.98% 323 +2,048 0.99% Q4 2025 Feb 23, 2026
Merkkuri Wealth Advisors LLC History Reduced 205,912 16,518 11.24% 12.46% 324 -13,381 -6.1% Q4 2025 Jan 29, 2026
Brown Financial Advisors History Added to 204,769 16,426 6.01% 5.83% 325 +3,349 1.66% Q4 2025 Feb 17, 2026
Selective Wealth Management, Inc. History Added to 200,244 16,307 5.09% 4.71% 326 +14,311 7.7% Q4 2025 Jan 16, 2026
Chicago Partners Investment Group LLC History Added to 200,015 16,221 0.4% 0.4% 327 +9,109 4.77% Q4 2025 Jan 28, 2026
NBZ Investment Advisors LLC History Reduced 201,549 16,168 7.04% 15.39% 328 -175,094 -46.49% Q4 2025 Feb 03, 2026
Ridgeline Wealth, LLC History Reduced 201,328 16,150 11.2% 11.75% 329 -1,936 -0.95% Q4 2025 Jan 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 200,174 16,057 0.22% 0.19% 330 +27,362 15.83% Q4 2025 Jan 30, 2026
Kingsview Wealth Management, LLC History Added to 199,671 16,017 0.23% 0.15% 331 +77,929 64.01% Q4 2025 Feb 09, 2026
Mattson Financial Services, LLC History Added to 199,537 16,006 3.74% 3.43% 332 +16,560 9.05% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Added to 198,401 15,915 0.18% 0.16% 333 +14,902 8.12% Q4 2025 Feb 05, 2026
NovaPoint Capital, LLC History Added to 198,298 15,907 4.1% 3.69% 334 +5,628 2.92% Q4 2025 Jan 21, 2026
RENAISSANCE TECHNOLOGIES LLC History New 198,100 15,891 0.02% — 335 +198,100 New Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 197,877 15,873 0.03% 0.03% 336 +15,166 8.3% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 196,458 15,760 0.17% 0.17% 337 +2,825 1.46% Q4 2025 Feb 02, 2026
Cornerstone Wealth Group, LLC History Added to 194,179 15,577 1.06% 0.85% 338 +32,727 20.27% Q4 2025 Jan 26, 2026
Waterloo Capital, L.P. History Added to 194,087 15,569 1.12% 0.97% 339 +27,470 16.49% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Reduced 193,974 15,560 0.33% 0.37% 340 -18,302 -8.62% Q4 2025 Feb 02, 2026
Lord & Richards Wealth Management, LLC History Added to 193,455 15,518 13.33% 9.17% 341 +65,590 51.3% Q4 2025 Jan 15, 2026
RATIONAL ADVISORS, INC. History Reduced 192,951 15,478 1.59% 1.66% 342 -19,674 -9.25% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 191,715 15,379 0.3% 0.07% 343 +154,997 422.13% Q4 2025 Feb 13, 2026
SkyOak Wealth, LLC History Reduced 189,742 15,221 2.74% 2.88% 344 -4,889 -2.51% Q4 2025 Feb 05, 2026
Hobbs Group Advisors, LLC History Added to 188,556 15,125 4.56% 3.99% 345 +25,020 15.3% Q4 2025 Jan 28, 2026
Quadrant Private Wealth Management, LLC History Added to 188,544 15,124 2.48% 2.41% 346 +19,773 11.72% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History Added to 187,100 15,009 0.53% 0.33% 347 +76,434 69.07% Q4 2025 Feb 04, 2026
Fragasso Financial Advisors Inc History Added to 186,009 14,921 0.9% 0.83% 348 +16,767 9.91% Q4 2025 Jan 07, 2026
CSM Advisors, LLC History Added to 185,083 14,847 0.4% 0.37% 349 +15,406 9.08% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 184,821 14,826 1.33% 1.5% 350 -2,420 -1.29% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Added to 184,788 14,823 0.54% 0.54% 351 +5,953 3.33% Q4 2025 Jan 21, 2026
United Asset Strategies, Inc. History Added to 182,438 14,635 1.13% 1.14% 352 +1,793 0.99% Q4 2025 Jan 28, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 182,305 14,624 0.82% 0.84% 353 +9,412 5.44% Q4 2025 Feb 04, 2026
Hobbs Wealth Management, LLC History Added to 180,796 14,503 14.12% 11.78% 354 +1,466 0.82% Q4 2025 Jan 29, 2026
ABOUND FINANCIAL, LLC History Reduced 180,767 14,501 5.61% 6.17% 355 -16,126 -8.19% Q4 2025 Feb 17, 2026
Keystone Financial Services, LLC History Added to 179,994 14,439 9.83% 9.78% 356 +1,540 0.86% Q4 2025 Jan 27, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 179,049 14,363 0.01% 0.02% 357 -31,728 -15.05% Q4 2025 Feb 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 178,554 14,323 1.57% 1.6% 358 -2,427 -1.34% Q4 2025 Jan 20, 2026
Crestwood Advisors Group, LLC History Added to 178,461 14,316 0.24% 0.03% 359 +153,069 602.82% Q4 2025 Feb 03, 2026
Valmark Advisers, Inc. History Reduced 175,505 14,079 0.17% 0.18% 360 -1,395 -0.79% Q4 2025 Jan 26, 2026
LINCOLN CAPITAL CORP History Added to 175,313 14,063 5.0% 4.29% 361 +23,131 15.2% Q4 2025 Jan 23, 2026
Tidemark, LLC History Reduced 175,130 14,048 3.99% 5.26% 362 -55,413 -24.04% Q4 2025 Feb 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 175,018 14,039 0.18% 0.22% 363 -21,386 -10.89% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 174,780 14,020 0.2% 0.2% 364 +3,460 2.02% Q4 2025 Feb 17, 2026
Westwind Capital History Added to 174,318 13,984 2.86% 2.44% 365 +25,456 17.1% Q4 2025 Jan 09, 2026
PCG Wealth Advisors, LLC History Added to 173,960 13,955 3.95% 3.88% 366 +3,993 2.35% Q4 2025 Feb 05, 2026
Legacy Wealth Management, LLC / MS History Added to 173,850 13,946 3.72% 3.25% 367 +36,067 26.18% Q4 2025 Jan 05, 2026
BLAIR WILLIAM & CO/IL History Added to 173,758 13,938 0.04% 0.03% 368 +51,290 41.88% Q4 2025 Feb 17, 2026
OMNI 360 Wealth, Inc. History Reduced 170,730 13,870 7.1% 7.64% 369 -3,350 -1.92% Q4 2025 Jan 29, 2026
VestGen Advisors, LLC History Reduced 171,194 13,733 0.58% 1.47% 370 -392,990 -69.66% Q4 2025 Feb 17, 2026
RAINIER FAMILY WEALTH INC History Added to 171,051 13,721 10.34% 10.89% 371 +15,150 9.72% Q4 2025 Jan 20, 2026
WealthTrak Capital Management LLC History Reduced 169,979 13,635 9.76% 11.02% 372 -931 -0.54% Q4 2025 Feb 10, 2026
Fosun International Ltd History New 169,500 13,597 3.17% — 373 +169,500 New Q4 2025 Feb 11, 2026
Towercrest Capital Management History Reduced 169,228 13,575 2.14% 2.17% 374 -3,445 -2.0% Q4 2025 Jan 21, 2026
Tortoise Investment Management, LLC History Added to 167,397 13,428 1.18% 0.82% 375 +49,424 41.89% Q4 2025 Feb 06, 2026
Financial Futures Ltd Liability Co. History Added to 166,274 13,338 6.18% 6.21% 376 +3,240 1.99% Q4 2025 Jan 23, 2026
MKT Advisors LLC History Added to 164,649 13,323 4.55% 4.09% 377 +25,052 17.95% Q4 2025 Jan 08, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 165,548 13,280 1.39% 1.43% 378 +9,410 6.03% Q4 2025 Feb 13, 2026
OARSMAN CAPITAL, INC. History Added to 165,466 13,273 1.72% 1.69% 379 +11,426 7.42% Q4 2025 Feb 13, 2026
GenWealth Group, Inc. History Reduced 162,785 13,252 2.26% 2.39% 380 -1,168 -0.71% Q4 2025 Jan 12, 2026
Slagle Financial, LLC History Added to 163,927 13,150 4.59% 4.63% 381 +2,734 1.7% Q4 2025 Jan 26, 2026
Cannon Wealth Management Services, LLC History Reduced 160,236 12,854 9.07% 9.65% 382 -2,536 -1.56% Q4 2025 Jan 27, 2026
Janney Montgomery Scott LLC History Added to 160,042 12,839 0.03% 0.03% 383 +14,285 9.8% Q4 2025 Feb 11, 2026
Elevated Capital Advisors, LLC History Reduced 159,984 12,833 2.99% 3.26% 384 -7,365 -4.4% Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Added to 159,265 12,776 0.58% 0.53% 385 +15,718 10.95% Q4 2025 Feb 13, 2026
Total Clarity Wealth Management, Inc. History Reduced 158,643 12,726 3.08% 3.6% 386 -14,388 -8.32% Q4 2025 Feb 02, 2026
Daviman Financial, LLC History New 158,630 12,725 7.47% — 387 +158,630 New Q4 2025 Feb 06, 2026
Park Place Capital Corp History Added to 157,833 12,661 2.64% 2.41% 388 +12,100 8.3% Q4 2025 Jan 09, 2026
Fortis Group Advisors, LLC History Reduced 155,203 12,633 2.12% 3.31% 389 -84,108 -35.15% Q4 2025 Feb 06, 2026
MidFirst Bank History New 157,429 12,628 1.01% — 390 +157,429 New Q4 2025 Feb 25, 2026
Stone Summit Wealth LLC History Added to 156,733 12,573 3.41% 1.91% 391 +70,978 82.77% Q4 2025 Jan 27, 2026
Ethos Financial Group, LLC History Reduced 153,470 12,311 0.91% 1.07% 392 -20,255 -11.66% Q4 2025 Jan 20, 2026
Astoria Portfolio Advisors LLC. History Reduced 152,304 12,228 2.78% 3.29% 393 -6,034 -3.81% Q4 2025 Feb 24, 2026
Independent Wealth Network Inc. History Added to 152,138 12,204 3.73% 3.76% 394 +2,846 1.91% Q4 2025 Jan 26, 2026
M1 Capital Management LLC History Added to 150,657 12,085 5.04% 4.87% 395 +6,628 4.6% Q4 2025 Feb 13, 2026
Marathon Strategic Advisors, LLC History Reduced 149,672 12,006 9.17% 9.82% 396 -6,987 -4.46% Q4 2025 Feb 11, 2026
Clarity Retirement & Wealth, LLC History New 149,175 11,966 10.53% — 397 +149,175 New Q4 2025 Feb 11, 2026
WELCH CAPITAL PARTNERS LLC/NY History Reduced 148,207 11,889 2.38% 2.43% 398 -2,233 -1.48% Q4 2025 Feb 12, 2026
Savvy Advisors, Inc. History Added to 147,748 11,852 0.38% 0.09% 399 +122,398 482.83% Q4 2025 Jan 20, 2026
DAVENPORT & Co LLC History Added to 147,073 11,798 0.06% 0.06% 400 +8,198 5.9% Q4 2025 Jan 12, 2026
Perennial Investment Advisors, LLC History Reduced 145,781 11,695 0.92% 0.95% 401 -574 -0.39% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 145,091 11,639 0.04% — 402 +145,091 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 145,023 11,633 0.02% 0.02% 403 +15,771 12.2% Q4 2025 Mar 16, 2026
Ashton Thomas Private Wealth, LLC History Reduced 143,721 11,529 0.28% 0.43% 404 -68,715 -32.35% Q4 2025 Jan 29, 2026
Paladin Wealth, LLC History Added to 143,654 11,523 7.87% 6.76% 405 +24,619 20.68% Q4 2025 Jan 15, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 143,410 11,504 3.62% 4.31% 406 -86,461 -37.61% Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History Added to 140,715 11,288 0.27% 0.27% 407 +806 0.58% Q4 2025 Feb 13, 2026
Wealthcare Capital Partners, LLC History Reduced 139,972 11,228 5.26% 5.17% 408 -3,606 -2.51% Q4 2025 Jan 14, 2026
Guardian Asset Advisors, LLC History Added to 139,255 11,171 5.81% 5.75% 409 +2,840 2.08% Q4 2025 Jan 29, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 137,541 11,033 1.15% 1.08% 410 +6,239 4.75% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Added to 136,085 10,952 0.36% 0.32% 411 +15,825 13.16% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Reduced 136,452 10,946 2.4% 2.44% 412 -3,341 -2.39% Q4 2025 Jan 21, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 135,658 10,882 3.45% 3.51% 413 -542 -0.4% Q4 2025 Feb 03, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Reduced 135,620 10,879 9.78% 9.98% 414 -2,166 -1.57% Q4 2025 Jan 23, 2026
JBR Co Financial Management Inc History Added to 135,446 10,865 4.55% 4.35% 415 +4,318 3.29% Q4 2025 Jan 06, 2026
Vantage Point Financial LLC History Added to 133,913 10,742 3.84% 3.72% 416 +11,428 9.33% Q4 2025 Feb 02, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 133,493 10,708 0.37% 0.37% 417 +1,015 0.77% Q4 2025 Feb 12, 2026
One Degree Advisors Inc History Added to 133,163 10,682 2.94% 3.12% 418 +3,143 2.42% Q4 2025 Feb 06, 2026
BIP Wealth, LLC History Added to 130,403 10,460 0.37% 0.49% 419 +4,003 3.17% Q4 2025 Jan 21, 2026
Integrity Advisory Solutions, LLC History Added to 130,323 10,454 1.51% 1.5% 420 +10,714 8.96% Q4 2025 Feb 09, 2026
Cordoba Advisory Partners LLC History New 128,987 10,347 2.56% — 422 +128,987 New Q4 2025 Feb 13, 2026
ARVEST INVESTMENTS, INC. History Added to 128,988 10,347 1.45% 0.21% 421 +110,582 600.79% Q4 2025 Jan 20, 2026
Apeiron RIA LLC History Reduced 125,250 10,245 2.08% 2.53% 423 -18,921 -13.12% Q4 2025 Feb 03, 2026
StoneCrest Wealth Management, Inc. History Added to 127,642 10,239 4.13% 4.09% 424 +8,486 7.12% Q4 2025 Jan 16, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 127,427 10,222 0.76% 0.76% 425 +3,642 2.94% Q4 2025 Feb 04, 2026
Black Swift Group, LLC History Added to 127,212 10,196 1.7% 1.69% 426 +4,669 3.81% Q4 2025 Feb 10, 2026
Pine Valley Investments Ltd Liability Co History Added to 126,865 10,177 0.47% 0.47% 427 +4,194 3.42% Q4 2025 Feb 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 124,211 9,964 1.46% 1.43% 428 +3,708 3.08% Q4 2025 Feb 09, 2026
Strategic Advisors LLC History Added to 123,448 9,903 1.55% 1.43% 429 +9,513 8.35% Q4 2025 Feb 10, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Reduced 122,793 9,850 3.52% 3.55% 430 -22 -0.02% Q4 2025 Feb 06, 2026
Turning Point Benefit Group, Inc. History Reduced 121,980 9,785 5.11% 6.59% 431 -16,969 -12.21% Q4 2025 Jan 30, 2026
OPTIMA CAPITAL LLC History Added to 121,873 9,776 4.23% 0.33% 432 +113,258 1314.66% Q4 2025 Jan 23, 2026
Jump Financial, LLC History New 121,614 9,755 0.12% — 433 +121,614 New Q4 2025 Feb 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 121,474 9,744 1.07% 0.06% 434 +115,286 1863.06% Q4 2025 Feb 13, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 120,474 9,664 0.4% 0.46% 435 -15,896 -11.66% Q4 2025 Feb 13, 2026
Upper Left Wealth Management, LLC History Added to 120,443 9,661 5.89% 5.51% 436 +8,364 7.46% Q4 2025 Jan 22, 2026
EP Wealth Advisors, LLC History New 120,364 9,655 0.05% — 437 +120,364 New Q4 2025 Feb 18, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 120,002 9,626 0.6% 0.57% 439 +8,332 7.46% Q4 2025 Feb 17, 2026
Clarus Wealth Advisors History Reduced 117,948 9,626 3.99% 4.13% 438 -554 -0.47% Q4 2025 Jan 14, 2026
ALESCO ADVISORS LLC History Added to 119,399 9,578 0.25% 0.2% 440 +23,306 24.25% Q4 2025 Jan 28, 2026
Columbia River Financial Group, LLC History Reduced 119,369 9,575 5.88% 6.23% 441 -6,724 -5.33% Q4 2025 Feb 12, 2026
Apollon Financial, LLC History Reduced 119,311 9,571 1.39% 1.68% 442 -9,854 -7.63% Q4 2025 Jan 22, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 118,956 9,542 0.95% 0.84% 443 +13,920 13.25% Q4 2025 Jan 20, 2026
Tower View Wealth Management LLC History Added to 118,769 9,527 4.71% 4.52% 444 +7,271 6.52% Q4 2025 Jan 23, 2026
Bull Oak Capital, LLC History Reduced 118,301 9,490 3.88% 4.04% 445 -3,016 -2.49% Q4 2025 Feb 02, 2026
Arcadia Wealth Management, LLC History Reduced 117,295 9,409 3.5% 3.66% 446 -386 -0.33% Q4 2025 Feb 03, 2026
Cobblestone Asset Management LLC History Reduced 116,867 9,375 4.21% 4.25% 447 -1,702 -1.44% Q4 2025 Jan 15, 2026
Golden State Wealth Management, LLC History Added to 116,592 9,353 0.99% 0.97% 448 +3,830 3.4% Q4 2025 Feb 13, 2026
Worth Asset Management, LLC History Reduced 115,677 9,279 3.94% 4.61% 449 -15,135 -11.57% Q4 2025 Jan 14, 2026
Transamerica Financial Advisors, LLC History Reduced 115,627 9,275 0.77% 0.77% 450 -2,989 -2.52% Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Added to 115,395 9,256 0.66% 0.66% 451 +1,840 1.62% Q4 2025 Feb 11, 2026
Empower Advisory Group, LLC History Reduced 114,862 9,214 0.02% 0.03% 452 -45,712 -28.47% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 113,381 9,095 0.06% 0.06% 453 +19,576 20.87% Q4 2025 Feb 18, 2026
Summit Financial, LLC History Added to 112,802 9,048 0.13% 0.11% 454 +20,826 22.64% Q4 2025 Feb 13, 2026
UPTICK PARTNERS, LLC History Added to 112,593 9,032 1.93% 0.16% 455 +104,570 1303.38% Q4 2025 Feb 02, 2026
Independence Wealth Advisors, LLC History New 112,084 8,991 5.06% — 456 +112,084 New Q4 2025 Jan 09, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 111,331 8,930 3.52% 2.87% 457 -17,580 -13.64% Q4 2025 Feb 11, 2026
Triad Wealth Partners, LLC History Added to 111,097 8,912 0.85% 1.11% 458 +1,428 1.3% Q4 2025 Jan 22, 2026
Cooper Capital Advisors LLC History Added to 111,006 8,904 5.61% 5.34% 459 +5,437 5.15% Q4 2025 Feb 12, 2026
Morling Financial Advisors, LLC History Reduced 109,702 8,800 2.77% 2.89% 460 -2,009 -1.8% Q4 2025 Feb 06, 2026
ARQ WEALTH ADVISORS, LLC History Added to 109,266 8,765 2.37% 2.37% 461 +6,869 6.71% Q4 2025 Feb 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 108,341 8,691 0.19% 0.2% 462 +146 0.13% Q4 2025 Jan 27, 2026
Adams Wealth Management History Reduced 106,269 8,524 1.82% 1.95% 463 -9,895 -8.52% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 106,269 8,524 1.58% 1.83% 464 -9,895 -8.52% Q4 2025 Feb 18, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 105,436 8,458 0.45% 0.11% 465 +81,872 347.45% Q4 2025 Jan 26, 2026
HBK INVESTMENTS L P History Added to 105,288 8,446 0.07% 0.05% 466 +50,418 91.89% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 103,984 8,302 0.04% 0.04% 467 +33,157 46.81% Q4 2025 Feb 17, 2026
BlackDiamond Wealth Management, LLC History Reduced 101,136 8,257 4.02% 4.94% 468 -14,384 -12.45% Q4 2025 Feb 10, 2026
MMA ASSET MANAGEMENT LLC History Reduced 102,806 8,247 2.94% 5.47% 469 -106,428 -50.87% Q4 2025 Feb 03, 2026
Encompass More Asset Management History Added to 101,957 8,178 1.51% 1.42% 470 +7,544 7.99% Q4 2025 Feb 03, 2026
Convergence Financial, LLC History Added to 101,683 8,156 1.19% 1.17% 471 +2,569 2.59% Q4 2025 Feb 11, 2026
Regal Investment Advisors LLC History Added to 101,524 8,144 0.49% 0.24% 472 +53,820 112.82% Q4 2025 Feb 17, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 101,472 8,139 0.09% 0.1% 473 +54 0.05% Q4 2025 Feb 10, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 101,450 8,138 2.63% 5.08% 474 -3,066 -2.93% Q4 2025 Jan 22, 2026
Apollon Wealth Management, LLC History Added to 101,165 8,115 0.14% 0.12% 475 +11,820 13.23% Q4 2025 Jan 22, 2026
Perennial Advisors, LLC History Added to 100,781 8,084 1.36% 0.81% 476 +41,423 69.79% Q4 2025 Jan 12, 2026
Vise Technologies, Inc. History Added to 100,546 8,065 0.16% 0.14% 477 +54,151 116.72% Q4 2025 Feb 11, 2026
Trinity Wealth Management, LLC History Added to 100,222 8,039 2.96% 2.65% 478 +10,089 11.19% Q4 2025 Jan 15, 2026
River Street Advisors LLC History Added to 99,629 7,992 2.99% 2.83% 479 +6,593 7.09% Q4 2025 Jan 26, 2026
FFG RETIREMENT ADVISORS LLC History Added to 99,309 7,966 4.94% 4.76% 480 +1,361 1.39% Q4 2025 Jan 12, 2026
Values Added Financial LLC History Reduced 99,309 7,966 3.36% 3.47% 481 -261 -0.26% Q4 2025 Jan 16, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 98,759 7,922 0.94% 0.94% 482 +5,286 5.66% Q4 2025 Jan 26, 2026
ALBION FINANCIAL GROUP /UT History Added to 98,686 7,916 0.49% 0.0% 483 +98,504 54123.08% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Added to 98,584 7,908 0.01% 0.0% 484 +79,335 412.15% Q4 2025 Feb 12, 2026
Gambit Capital Management, LLC History New 98,525 7,903 5.65% — 485 +98,525 New Q4 2025 Feb 06, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 97,736 7,840 1.8% — 486 +97,736 New Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Added to 97,670 7,835 0.04% 0.04% 487 +6,900 7.6% Q4 2025 Feb 12, 2026
COMERICA BANK History Added to 97,406 7,813 0.03% 0.01% 488 +56,712 139.36% Q4 2025 Jan 29, 2026
ERn Financial, LLC History Added to 97,067 7,786 1.46% 1.48% 489 +1,282 1.34% Q4 2025 Jan 15, 2026
Balefire, LLC History Added to 96,484 7,739 1.51% 1.47% 490 +2,551 2.72% Q4 2025 Jan 12, 2026
Range Financial Group LLC History Added to 96,326 7,727 2.67% 2.59% 491 +4,809 5.25% Q4 2025 Jan 15, 2026
JPL Wealth Management, LLC History Added to 95,557 7,665 1.87% 0.15% 492 +87,586 1098.81% Q4 2025 Feb 12, 2026
SUTTON PLACE INVESTORS LLC History Reduced 94,580 7,587 4.17% 4.34% 493 -2,676 -2.75% Q4 2025 Jan 21, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 94,517 7,582 2.67% 2.59% 494 -7,809 -7.63% Q4 2025 Jan 30, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 94,328 7,567 0.61% 0.63% 495 -3,226 -3.31% Q4 2025 Feb 06, 2026
Midwest Heritage Bank, FSB History Reduced 93,664 7,513 2.59% 2.61% 496 -308 -0.33% Q4 2025 Feb 04, 2026
NORTHERN TRUST CORP History Added to 93,387 7,491 0.0% 0.0% 497 +1,245 1.35% Q4 2025 Feb 17, 2026
Aspire Private Capital, LLC History Added to 92,232 7,398 1.65% 1.45% 498 +1,348 1.48% Q4 2025 Jan 16, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 91,641 7,351 1.08% 1.21% 499 -8,994 -8.94% Q4 2025 Feb 03, 2026
SK Wealth Management, LLC History Added to 89,340 7,294 2.03% 1.42% 500 +40,969 84.7% Q4 2025 Jan 30, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 89,673 7,247 0.49% 0.55% 501 -3,345 -3.6% Q4 2025 Jan 15, 2026
E&G Advisors, LP History Added to 89,458 7,176 1.6% 1.55% 502 +4,632 5.46% Q4 2025 Jan 23, 2026
Shepherd Financial Partners LLC History Added to 88,080 7,065 0.65% 0.66% 503 +87 0.1% Q4 2025 Feb 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 87,746 7,038 1.19% — 504 +87,746 New Q4 2025 Feb 12, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 86,556 6,943 2.6% 2.83% 505 -5,159 -5.63% Q4 2025 Jan 08, 2026
Tandem Investment Partners LLC History Reduced 85,865 6,888 5.81% 5.72% 506 -3,090 -3.47% Q4 2025 Jan 21, 2026
Trademark Financial Management, LLC History Added to 85,692 6,874 3.78% 2.37% 507 +33,663 64.7% Q4 2025 Jan 28, 2026
Commonwealth Financial Services, LLC History Reduced 84,508 6,779 1.12% 1.13% 508 -58 -0.07% Q4 2025 Feb 06, 2026
Copia Wealth Management History Reduced 83,756 6,718 4.8% 4.96% 509 -1,396 -1.64% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 83,402 6,690 0.04% 0.03% 510 +11,064 15.29% Q4 2025 Feb 11, 2026
JNBA Financial Advisors History Added to 83,149 6,670 0.58% 0.3% 511 +40,992 97.24% Q4 2025 Jan 26, 2026
Financial Guidance Group, Inc. History Added to 82,741 6,637 2.71% 2.47% 512 +12,273 17.42% Q4 2025 Jan 26, 2026
Prime Capital Investment Advisors, LLC History Added to 82,458 6,614 0.08% 0.06% 513 +20,461 33.0% Q4 2025 Jan 21, 2026
Madison Asset Management, LLC History Reduced 81,327 6,524 0.08% 0.08% 514 -16,347 -16.74% Q4 2025 Feb 04, 2026
Clearview Wealth Advisors LLC History Added to 81,063 6,502 4.12% 4.02% 515 +997 1.25% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 80,755 6,478 0.11% 0.17% 516 -19,331 -19.31% Q4 2025 Feb 19, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 80,299 6,441 0.0% 0.0% 517 +12,605 18.62% Q4 2025 Feb 10, 2026
Sanchez Wealth Management Group History Added to 79,160 6,350 1.36% 1.01% 518 +21,086 36.31% Q4 2025 Feb 04, 2026
BROGAN FINANCIAL, INC. History Added to 78,848 6,325 2.76% 2.47% 519 +4,920 6.66% Q4 2025 Feb 12, 2026
Continuum Advisory, LLC History Reduced 78,740 6,316 0.63% 0.73% 520 -9,398 -10.66% Q4 2025 Feb 11, 2026
Compass Wealth Management LLC History Added to 78,371 6,286 1.57% 1.1% 521 +15,620 24.89% Q4 2025 Feb 11, 2026
Transcendent Capital Group LLC History Reduced 77,917 6,250 2.83% 2.73% 522 -26 -0.03% Q4 2025 Jan 26, 2026
Horizon Wealth Management, LLC History Added to 77,479 6,215 0.96% 0.89% 523 +63 0.08% Q4 2025 Feb 04, 2026
National Wealth Management Group, LLC History Added to 77,160 6,189 2.15% 1.68% 524 +20,329 35.77% Q4 2025 Jan 12, 2026
Carroll Advisory Group, LLC History New 76,614 6,145 2.66% — 525 +76,614 New Q4 2025 Feb 09, 2026
Ciovacco Capital Management LLC History Reduced 75,659 6,069 3.04% 3.12% 526 -3,448 -4.36% Q4 2025 Feb 09, 2026
NWAM LLC History Reduced 74,420 6,065 0.34% 0.7% 527 -88,851 -54.42% Q4 2025 Feb 04, 2026
Advisors Preferred, LLC History Added to 75,405 6,061 0.99% 0.73% 528 +12,800 20.45% Q4 2025 Feb 02, 2026
Etesian Wealth Advisors, Inc. History Added to 74,953 6,012 1.89% 1.65% 529 +11,208 17.58% Q4 2025 Feb 11, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 74,574 5,982 0.68% 0.72% 530 -3,205 -4.12% Q4 2025 Jan 14, 2026
Blue Capital, Inc. History Reduced 74,530 5,978 4.26% 4.4% 531 -1,022 -1.35% Q4 2025 Feb 23, 2026
Abound Wealth Management History Added to 74,262 5,957 1.4% 1.25% 532 +10,390 16.27% Q4 2025 Jan 12, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 73,914 5,929 0.01% 29.88% 533 -8,237 -10.03% Q4 2025 Feb 17, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 73,649 5,908 1.95% 1.92% 534 +65 0.09% Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Added to 72,899 5,891 0.22% 0.23% 535 +25,680 54.38% Q4 2025 Feb 13, 2026
Midwest Trust Co History Reduced 73,400 5,888 0.07% 0.07% 536 -161 -0.22% Q4 2025 Feb 04, 2026
Brown Miller Wealth Management, LLC History Added to 73,337 5,883 1.63% 1.44% 537 +8,570 13.23% Q4 2025 Jan 23, 2026
GTS SECURITIES LLC History Added to 72,839 5,843 0.2% 0.18% 538 +12,106 19.93% Q4 2025 Feb 13, 2026
BUSH INVESTMENT GROUP, LLC History Reduced 72,819 5,841 3.27% 3.4% 539 -403 -0.55% Q4 2025 Mar 05, 2026
Cushing Capital Partners, LLC History Added to 72,499 5,815 4.31% 3.87% 540 +9,476 15.04% Q4 2025 Jan 14, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 72,053 5,780 0.4% 0.39% 541 +308 0.43% Q4 2025 Jan 28, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 71,779 5,758 2.96% 3.25% 542 -1,835 -2.49% Q4 2025 Feb 10, 2026
Legacy Capital Group California, Inc. History Reduced 71,287 5,718 1.39% 1.48% 543 -2,920 -3.93% Q4 2025 Jan 28, 2026
Meridian Financial Advisors, LLC History Added to 71,179 5,710 3.11% 2.81% 544 +7,568 11.9% Q4 2025 Jan 23, 2026
COURIER CAPITAL LLC History Reduced 71,158 5,708 0.32% 0.33% 545 -1,320 -1.82% Q4 2025 Jan 29, 2026
HBK Sorce Advisory LLC History Reduced 69,656 5,660 0.13% 0.15% 546 -5,483 -7.3% Q4 2025 Feb 09, 2026
Syntegra Private Wealth Group, LLC History Reduced 69,827 5,601 0.51% 0.52% 547 -1,057 -1.49% Q4 2025 Feb 10, 2026
Tilson Financial Group, Inc. History Added to 69,606 5,583 1.72% 1.75% 548 +1,705 2.51% Q4 2025 Feb 05, 2026
TRUEFG, LLC History Added to 69,266 5,556 1.49% 1.47% 549 +1,293 1.9% Q4 2025 Jan 21, 2026
Wilian Securities, LLC History New 69,026 5,537 5.97% — 550 +69,026 New Q4 2025 Feb 06, 2026
OLD MISSION CAPITAL LLC History Added to 224,620 5,478 0.13% 0.02% 551 +80,720 56.09% Q4 2025 Feb 17, 2026
Timmons Wealth Management, LLC History New 68,147 5,466 5.38% — 552 +68,147 New Q4 2025 Feb 12, 2026
McKinley Carter Wealth Services, Inc. History Reduced 68,064 5,460 0.3% 0.31% 553 -8,269 -10.83% Q4 2025 Feb 06, 2026
WealthPoint Financial, LLC History New 68,027 5,457 4.75% — 554 +68,027 New Q4 2025 Feb 19, 2026
Redwood Investment Management, LLC History Added to 67,755 5,435 0.61% 0.5% 555 +9,219 15.75% Q4 2025 Feb 17, 2026
THEORY FINANCIAL LLC History Added to 66,662 5,433 1.83% 1.81% 556 +1,698 2.61% Q4 2025 Feb 10, 2026
Uniting Wealth Partners, LLC History New 66,951 5,370 1.65% — 557 +66,951 New Q4 2025 Feb 13, 2026
Per Stirling Capital Management, LLC. History Added to 66,017 5,295 0.59% 0.62% 558 +266 0.4% Q4 2025 Feb 17, 2026
Aldebaran Financial Inc. History Added to 65,238 5,272 4.88% 4.17% 559 +12,076 22.72% Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History Reduced 65,578 5,260 0.06% 0.06% 560 -5,372 -7.57% Q4 2025 Jan 21, 2026
Maridea Wealth Management LLC History Added to 64,621 5,183 0.78% 0.79% 561 +128 0.2% Q4 2025 Jan 08, 2026
Parallel Advisors, LLC History Added to 64,510 5,175 0.09% 0.09% 562 +2,085 3.34% Q4 2025 Feb 11, 2026
Financial Security Advisor, Inc. History Reduced 64,425 5,168 1.0% 1.08% 563 -418 -0.64% Q4 2025 Feb 05, 2026
Perigon Wealth Management, LLC History Reduced 64,296 5,157 0.09% 0.1% 564 -351 -0.54% Q4 2025 Jan 16, 2026
Catalina Capital Group, LLC History Added to 63,965 5,131 3.11% 3.04% 565 +430 0.68% Q4 2025 Jan 16, 2026
Pure Financial Advisors, LLC History Added to 63,904 5,126 0.93% 0.01% 566 +56,958 820.01% Q4 2025 Mar 04, 2026
Lifeworks Advisors, LLC History Reduced 63,733 5,112 0.66% 0.67% 567 -72 -0.11% Q4 2025 Feb 13, 2026
Marathon Mission, Inc. History Reduced 62,992 5,053 2.92% 3.08% 568 -2,880 -4.37% Q4 2025 Jan 05, 2026
GeoWealth Management, LLC History Added to 62,889 5,044 0.19% 0.15% 569 +10,803 20.74% Q4 2025 Feb 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 62,713 5,030 4.16% 2.93% 570 +26,254 72.01% Q4 2025 Feb 10, 2026
Alpha Financial Partners, LLC History Added to 62,701 5,029 3.07% 3.19% 571 +16 0.03% Q4 2025 Feb 10, 2026
MLP3, LLC History New 62,422 5,007 5.47% — 572 +62,422 New Q4 2025 Feb 13, 2026
ATX Financial Planning, LLC History New 62,236 4,992 3.85% — 573 +62,236 New Q4 2025 Feb 19, 2026
Orange Investment Advisors, Inc. History Added to 62,193 4,989 0.55% 0.34% 574 +21,090 51.31% Q4 2025 Feb 06, 2026
Parcion Private Wealth LLC History Reduced 61,871 4,963 0.3% 0.31% 575 -661 -1.06% Q4 2025 Jan 26, 2026
Beaumont Financial Advisors, LLC History Reduced 61,822 4,959 0.33% 0.33% 576 -1,379 -2.18% Q4 2025 Jan 16, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 61,722 4,951 0.17% 0.17% 577 -443 -0.71% Q4 2025 Feb 13, 2026
Brio Consultants, LLC History Added to 61,446 4,929 0.64% 0.18% 578 +45,065 275.11% Q4 2025 Feb 04, 2026
Manhattan West Asset Management, LLC History Reduced 60,787 4,876 1.0% 1.38% 579 -22,347 -26.88% Q4 2025 Feb 02, 2026
Vectors Research Management, LLC History Reduced 60,725 4,871 1.49% 1.54% 580 -1,628 -2.61% Q4 2025 Feb 03, 2026
Vestment Financial LLC History Added to 59,545 4,862 2.52% 2.58% 581 +2,194 3.83% Q4 2025 Jan 23, 2026
Prostatis Group LLC History Reduced 60,592 4,860 1.16% 1.22% 582 -1,442 -2.32% Q4 2025 Feb 17, 2026
LifeWealth Investments, LLC History Reduced 60,164 4,826 1.53% 1.71% 583 -6,155 -9.28% Q4 2025 Jan 26, 2026
DEARBORN PARTNERS LLC History Added to 59,982 4,811 0.24% 0.17% 584 +13,575 29.25% Q4 2025 Feb 11, 2026
Fonville Wealth Management LLC History Added to 59,445 4,768 0.97% 1.03% 585 +1,149 1.97% Q4 2025 Jan 23, 2026
URS Advisory LLC History New 58,870 4,722 3.92% — 586 +58,870 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 58,351 4,680 1.26% 0.03% 587 +57,453 6397.88% Q4 2025 Feb 09, 2026
Lunt Capital Management, Inc. History Added to 58,183 4,667 1.75% 1.68% 588 +2,090 3.73% Q4 2025 Jan 23, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 57,928 4,646 0.93% 0.81% 589 +7,736 15.41% Q4 2025 Jan 27, 2026
Chatterton & Associates Inc. History New 56,943 4,567 3.91% — 590 +56,943 New Q4 2025 Jan 20, 2026
Traynor Capital Management, Inc. History Reduced 55,254 4,432 0.24% 0.28% 591 -6,968 -11.2% Q4 2025 Jan 12, 2026
Robertson Stephens Wealth Management, LLC History Reduced 55,189 4,427 0.12% 0.13% 592 -1,551 -2.73% Q4 2025 Feb 02, 2026
Downshift Financial, LLC History New 55,594 4,426 2.73% — 593 +55,594 New Q4 2025 Mar 11, 2026
Bestgate Wealth Advisors, LLC History Reduced 54,100 4,339 7.62% 7.67% 594 -1,399 -2.52% Q4 2025 Jan 16, 2026
Oregon Pacific Wealth Management, LLC History Added to 53,948 4,327 4.47% 2.44% 595 +17,907 49.69% Q4 2025 Jan 16, 2026
High Probability Advisors, LLC History Added to 53,760 4,312 0.58% 0.52% 596 +5,472 11.33% Q4 2025 Jan 29, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 53,718 4,309 1.57% 0.18% 597 +48,440 917.77% Q4 2025 Feb 12, 2026
Alaska Wealth Advisors, LLC History Added to 53,550 4,295 0.55% 0.48% 598 +6,291 13.31% Q4 2025 Feb 13, 2026
CURTIS WEALTH MANAGEMENT LLC History New 52,675 4,293 3.74% — 599 +52,675 New Q4 2025 Feb 11, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 53,192 4,267 0.36% 0.1% 600 +38,767 268.75% Q4 2025 Jan 15, 2026
SEMITAM BONAM LLC History Added to 53,091 4,258 3.55% 3.44% 601 +3,934 8.0% Q4 2025 Jan 20, 2026
Beacon Financial Advisory LLC History Added to 52,540 4,214 0.98% 0.94% 602 +971 1.88% Q4 2025 Feb 17, 2026
HF Advisory Group, LLC History Added to 52,531 4,213 1.47% 1.49% 603 +648 1.25% Q4 2025 Jan 23, 2026
Integrated Wealth Management History New 52,440 4,206 4.73% — 604 +52,440 New Q4 2025 Mar 03, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 52,332 4,198 1.2% 1.22% 605 +1,679 3.31% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 52,142 4,182 0.01% 0.01% 607 +12,943 33.02% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Added to 52,136 4,182 0.3% 0.31% 606 +2,444 4.92% Q4 2025 Jan 21, 2026
Trek Financial, LLC History Added to 52,125 4,181 0.24% 0.24% 608 +1,348 2.65% Q4 2025 Feb 04, 2026
Compass Financial Group, Inc. History Reduced 52,038 4,174 1.84% 1.85% 609 -472 -0.9% Q4 2025 Feb 05, 2026
NorthCrest Asset Manangement, LLC History Reduced 51,492 4,166 0.09% 0.11% 610 -9,386 -15.42% Q4 2025 Jan 08, 2026
Tempus Wealth Planning, LLC History Added to 51,873 4,161 0.95% 0.88% 611 +3,048 6.24% Q4 2025 Jan 16, 2026
Synergy Investment Management, LLC History Reduced 51,297 4,115 1.46% 1.54% 612 -72 -0.14% Q4 2025 Feb 06, 2026
Palatine Hill Wealth Management, LLC History New 51,275 4,113 3.32% — 613 +51,275 New Q4 2025 Feb 10, 2026
Balentine LLC History Reduced 51,252 4,111 0.16% 0.15% 614 -888 -1.7% Q4 2025 Feb 02, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 51,217 4,108 0.1% 0.01% 615 +46,933 1095.54% Q4 2025 Feb 03, 2026
WealthPLAN Partners, LLC History Added to 51,129 4,101 0.61% 0.56% 616 +3,801 8.03% Q4 2025 Feb 12, 2026
ACT Advisors, LLC. History Reduced 50,932 4,085 1.61% 1.65% 617 -1,243 -2.38% Q4 2025 Jan 14, 2026
IMG Wealth Management, Inc. History New 50,871 4,080 2.59% — 618 +50,871 New Q4 2025 Feb 05, 2026
Latitude Advisors, LLC History Added to 50,797 4,074 1.79% 1.73% 619 +2,269 4.68% Q4 2025 Jan 27, 2026
Schrum Private Wealth Management LLC History Added to 50,689 4,066 3.01% 2.76% 620 +2,619 5.45% Q4 2025 Feb 17, 2026
COHEN & STEERS, INC. History New 50,500 4,051 0.01% — 621 +50,500 New Q4 2025 Feb 13, 2026
Emergent Wealth Advisors, LLC History Reduced 50,486 4,050 2.28% 2.59% 622 -6,486 -11.38% Q4 2025 Jan 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 50,220 4,028 0.08% 0.09% 623 -4,427 -8.1% Q4 2025 Feb 05, 2026
McNamara Financial Services, Inc. History Reduced 49,869 4,000 0.76% 2.24% 624 -103,916 -67.57% Q4 2025 Jan 21, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Reduced 49,821 3,996 1.54% 1.55% 625 -724 -1.43% Q4 2025 Jan 21, 2026
CATALYST PRIVATE WEALTH, LLC History No change 49,489 3,970 1.73% 1.7% 626 0 0.0% Q4 2025 Jan 14, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 48,506 3,891 0.07% 0.07% 627 +275 0.57% Q4 2025 Jan 23, 2026
Aureum Wealth Management, LLC History New 48,295 3,874 3.6% — 628 +48,295 New Q4 2025 Jan 28, 2026
CERTUITY, LLC History New 48,180 3,865 0.24% — 629 +48,180 New Q4 2025 Jan 30, 2026
Cassilly Financial Group LLC History New 48,164 3,863 3.41% — 630 +48,164 New Q4 2025 Jan 15, 2026
PKS Advisory Services, LLC History Added to 16,825 3,848 0.88% 0.41% 631 +2,960 21.35% Q4 2025 Feb 02, 2026
McHugh Group, LLC History Added to 47,881 3,840 2.18% 2.16% 632 +1,679 3.63% Q4 2025 Feb 02, 2026
SHUTTLEWORTH & Co History Added to 47,677 3,824 3.5% 2.3% 633 +15,312 47.31% Q4 2025 Feb 13, 2026
MSH Capital Advisors LLC History Added to 47,481 3,808 0.81% 0.9% 634 +4,379 10.16% Q4 2025 Feb 09, 2026
Federation des caisses Desjardins du Quebec History Reduced 47,402 3,802 0.01% 0.01% 635 -950 -1.96% Q4 2025 Feb 12, 2026
Galvin, Gaustad & Stein, LLC History Added to 47,254 3,790 0.3% 0.03% 636 +43,154 1052.54% Q4 2025 Jan 23, 2026
BEACON FINANCIAL GROUP History New 46,363 3,719 0.37% — 637 +46,363 New Q4 2025 Apr 01, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 46,005 3,690 3.48% 3.38% 638 +545 1.2% Q4 2025 Jan 27, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 45,977 3,688 0.88% 0.86% 639 +1,601 3.61% Q4 2025 Jan 26, 2026
Clarity Financial LLC History Reduced 45,863 3,679 0.34% 0.37% 640 -2,345 -4.86% Q4 2025 Jan 28, 2026
Dakota Wealth Management History Added to 45,775 3,672 0.07% 0.07% 641 +2,214 5.08% Q4 2025 Jan 13, 2026
Centennial Advisors, LLC History New 45,322 3,635 4.72% — 642 +45,322 New Q4 2025 Jan 22, 2026
Cercano Management LLC History No change 45,151 3,622 0.14% 0.14% 643 0 0.0% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History Added to 44,969 3,607 0.1% 0.1% 644 +1 0.0% Q4 2025 Feb 05, 2026
Spectrum Strategic Capital Management, LLC History Reduced 44,865 3,599 1.91% 3.07% 645 -31,711 -41.41% Q4 2025 Feb 05, 2026
YHB Investment Advisors, Inc. History Added to 44,862 3,598 0.25% 0.22% 646 +7,321 19.5% Q4 2025 Jan 16, 2026
HWG Holdings LP History Added to 44,860 3,598 0.87% 0.89% 647 +119 0.27% Q4 2025 Jan 12, 2026
FIRST TRUST ADVISORS LP History Reduced 44,839 3,596 0.0% 0.0% 648 -7,292 -13.99% Q4 2025 Feb 13, 2026
Vickerman Investment Advisors, Inc. History Reduced 44,274 3,551 0.71% 0.71% 649 -413 -0.92% Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History Reduced 44,237 3,548 0.31% 0.32% 650 -965 -2.13% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Reduced 44,032 3,532 0.13% 0.31% 651 -17,122 -28.0% Q4 2025 Feb 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 43,656 3,502 0.27% 0.3% 652 -10,672 -19.64% Q4 2025 Jan 23, 2026
Fiduciary Alliance LLC History Added to 43,650 3,501 0.23% 0.06% 653 +32,596 294.88% Q4 2025 Jan 22, 2026
Elm Partners Management LLC History Added to 42,976 3,447 0.16% 0.15% 654 +3,878 9.92% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 42,691 3,424 0.22% 0.22% 655 +1,371 3.32% Q4 2025 Feb 06, 2026
MN Wealth Advisors, LLC History Added to 42,609 3,418 1.73% 1.77% 656 +349 0.83% Q4 2025 Feb 02, 2026
Safe Harbor Wealth Advisors, LLC History New 42,401 3,398 3.29% — 657 +42,401 New Q4 2025 Feb 13, 2026
Westover Capital Advisors, LLC History Added to 42,162 3,382 0.62% 0.5% 658 +7,586 21.94% Q4 2025 Feb 09, 2026
New Insight Wealth Advisors History Added to 42,135 3,380 1.21% 1.09% 659 +5,295 14.37% Q4 2025 Feb 17, 2026
Fourth Dimension Wealth, LLC History Reduced 42,095 3,376 1.23% 1.36% 660 -3,323 -7.32% Q4 2025 Feb 04, 2026
International Private Wealth Advisors LLC History Reduced 42,048 3,373 2.12% 2.08% 661 -167 -0.4% Q4 2025 Jan 14, 2026
XY Planning Network, Inc. History New 41,795 3,352 0.58% — 662 +41,795 New Q4 2025 Jan 26, 2026
Insight Advisors, LLC/ PA History Added to 41,710 3,346 0.51% 0.37% 663 +10,540 33.81% Q4 2025 Feb 11, 2026
Asempa Wealth Advisors History New 41,623 3,339 2.88% — 664 +41,623 New Q4 2025 Jan 08, 2026
Goodman Financial Corp History Reduced 41,420 3,322 0.63% 0.66% 665 -2,152 -4.94% Q4 2025 Jan 08, 2026
Lebenthal Global Advisors, LLC History Reduced 41,311 3,313 0.51% 0.58% 666 -1,269 -2.98% Q4 2025 Jan 28, 2026
Gilbert & Cook, Inc. History Added to 41,198 3,304 0.42% 0.39% 667 +2,428 6.26% Q4 2025 Jan 07, 2026
Apella Capital, LLC History Added to 40,999 3,288 0.06% 0.07% 668 +513 1.27% Q4 2025 Jan 21, 2026
CAMBIENT FAMILY OFFICE, LLC History New 40,918 3,282 0.47% — 669 +40,918 New Q4 2025 Feb 20, 2026
IFC & Insurance Marketing, Inc. History New 40,900 3,281 3.25% — 670 +40,900 New Q4 2025 Feb 12, 2026
BARCLAYS PLC History Added to 40,800 3,272 0.0% 0.0% 671 +39,450 2922.22% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Added to 40,153 3,270 0.28% 0.28% 672 +214 0.54% Q4 2025 Jan 20, 2026
JDM Financial Group LLC History Reduced 40,746 3,268 1.27% 1.38% 673 -1,342 -3.19% Q4 2025 Feb 02, 2026
WEDBUSH SECURITIES INC History Added to 40,617 3,258 0.1% 0.02% 674 +33,486 469.58% Q4 2025 Feb 12, 2026
JSF Financial, LLC History Added to 40,295 3,232 0.67% 0.69% 675 +353 0.88% Q4 2025 Feb 04, 2026
USAdvisors Wealth Management, LLC History Added to 40,186 3,223 1.06% 1.08% 676 +241 0.6% Q4 2025 Feb 05, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 40,108 3,217 0.26% 0.27% 677 +175 0.44% Q4 2025 Feb 12, 2026
Intrepid Financial Planning Group LLC History Added to 40,091 3,216 1.22% 1.19% 678 +89 0.22% Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History Reduced 40,003 3,209 0.39% 0.47% 679 -6,026 -13.09% Q4 2025 Jan 22, 2026
RMR Wealth Builders History Added to 39,913 3,201 0.26% 0.26% 680 +80 0.2% Q4 2025 Jan 29, 2026
Csenge Advisory Group History Reduced 39,700 3,184 0.14% 0.18% 681 -8,603 -17.81% Q4 2025 Feb 06, 2026
Parkway Wealth Management Group, LLC History New 39,619 3,178 0.43% — 682 +39,619 New Q4 2025 Feb 10, 2026
Bison Wealth, LLC History New 41,487 3,166 0.36% — 683 +41,487 New Q4 2025 Mar 24, 2026
Corundum Group, Inc. History Added to 39,180 3,143 1.05% 0.11% 684 +35,713 1030.08% Q4 2025 Jan 12, 2026
Premier Private Wealth Management LLC History New 38,263 3,131 3.24% — 685 +38,263 New Q4 2025 Feb 11, 2026
A4 Wealth Advisors LLC History Reduced 38,359 3,077 2.66% 3.48% 686 -14,361 -27.24% Q4 2025 Feb 13, 2026
Annex Advisory Services, LLC History Reduced 38,226 3,066 0.06% 0.07% 687 -3,775 -8.99% Q4 2025 Jan 26, 2026
Fortitude Family Office, LLC History Reduced 37,620 3,017 0.7% 0.83% 688 -1,587 -4.05% Q4 2025 Jan 15, 2026
Cape Investment Advisory, Inc. History Added to 37,574 3,014 0.93% 1.75% 689 +14,880 65.57% Q4 2025 Feb 17, 2026
Arista Wealth Management, LLC History Added to 37,225 2,986 0.37% 0.36% 690 +669 1.83% Q4 2025 Feb 09, 2026
Q3 Asset Management History Reduced 37,121 2,977 0.68% 2.33% 691 -49,710 -57.25% Q4 2025 Jan 27, 2026
Renasant Bank History Reduced 36,563 2,933 1.99% 1.96% 692 -2,896 -7.34% Q4 2025 Jan 30, 2026
Advyzon Investment Management, LLC History Reduced 36,450 2,924 0.34% 0.59% 693 -7,479 -17.03% Q4 2025 Feb 13, 2026
Hofer & Associates. Inc History Added to 36,151 2,900 1.54% 1.34% 694 +6,182 20.63% Q4 2025 Jan 15, 2026
NOVUS ADVISORS, LLC History Reduced 36,153 2,900 6.48% 6.84% 695 -1,879 -4.94% Q4 2025 Feb 13, 2026
Retirement Planning Group, LLC History Reduced 36,053 2,892 0.09% 0.11% 696 -3,482 -8.81% Q4 2025 Feb 03, 2026
Vivid Wealth Management, LLC History Added to 35,927 2,882 1.12% 1.05% 697 +2,323 6.91% Q4 2025 Jan 30, 2026
Worth Financial Advisory Group, LLC History Reduced 35,549 2,851 1.38% 1.56% 698 -3 -0.01% Q4 2025 Jan 16, 2026
Compound Planning, Inc. History Added to 35,521 2,849 0.08% 0.09% 699 +959 2.77% Q4 2025 Feb 19, 2026
Strategic Financial Concepts, LLC History Added to 35,418 2,841 2.6% 0.34% 700 +5,435 18.13% Q4 2025 Feb 09, 2026
American Financial Advisors, LLC History Reduced 35,215 2,824 0.36% 0.36% 701 -287 -0.81% Q4 2025 Feb 03, 2026
Stratos Investment Management, LLC History Reduced 35,183 2,822 0.11% 0.12% 702 -703 -1.96% Q4 2025 Jan 20, 2026
Schneider Downs Wealth Management Advisors, LP History No change 34,814 2,792 0.31% 0.32% 703 0 0.0% Q4 2025 Feb 12, 2026
Connecticut Wealth Management, LLC History Added to 34,803 2,791 0.12% 0.09% 704 +7,848 29.12% Q4 2025 Feb 12, 2026
Delta Wealth Advisors LLC History Reduced 34,698 2,783 2.33% 7.85% 705 -93,314 -72.89% Q4 2025 Jan 28, 2026
ETF Store, Inc. History Added to 34,526 2,769 2.82% 2.61% 706 +3,131 9.97% Q4 2025 Jan 22, 2026
PCB Capital LLC History New 34,358 2,756 4.42% — 707 +34,358 New Q4 2025 Apr 09, 2026
PRIVATE TRUST CO NA History Added to 33,957 2,724 0.24% 0.22% 708 +2,093 6.57% Q4 2025 Jan 26, 2026
Wright Wealth LLC History New 33,903 2,719 1.77% — 709 +33,903 New Q4 2025 Feb 13, 2026
Facet Wealth, Inc. History Added to 32,616 2,668 0.05% 0.05% 710 +1,485 4.77% Q4 2025 Jan 29, 2026
American Investment Services, Inc. History Reduced 33,075 2,653 0.62% 0.7% 711 -3,881 -10.5% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 32,838 2,634 0.03% — 712 +32,838 New Q4 2025 Feb 02, 2026
Pitti Group Wealth Management, LLC History Reduced 32,778 2,629 2.16% 2.21% 713 -342 -1.03% Q4 2025 Feb 13, 2026
Maple Capital Management, Inc. History New 32,749 2,627 0.17% — 714 +32,749 New Q4 2025 Feb 03, 2026
CAP Partners, LLC History Added to 32,605 2,615 1.48% 1.4% 715 +1,039 3.29% Q4 2025 Feb 04, 2026
WorthPointe, LLC History New 32,538 2,610 0.69% — 716 +32,538 New Q4 2025 Jan 26, 2026
Triumph Capital Management History Added to 32,430 2,601 0.56% 0.65% 717 +1,674 5.44% Q4 2025 Feb 12, 2026
Key Client Fiduciary Advisors, LLC History Added to 31,772 2,548 0.87% 0.78% 718 +1,541 5.1% Q4 2025 Jan 28, 2026
Elevation Wealth Management LLC History New 31,365 2,516 2.41% — 719 +31,365 New Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 31,341 2,514 0.01% 0.0% 720 +10,548 50.73% Q4 2025 Feb 13, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 31,125 2,496 0.68% 0.68% 721 +134 0.43% Q4 2025 Jan 13, 2026
Edgestream Partners, L.P. History Added to 30,961 2,483 0.07% 0.06% 722 +6,251 25.3% Q4 2025 Feb 13, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 30,881 2,482 3.21% 2.65% 723 +8,601 38.6% Q4 2025 Jan 07, 2026
Heritage Family Offices, LLP History Added to 30,937 2,481 1.13% 0.87% 724 +7,117 29.88% Q4 2025 Jan 12, 2026
Summit Financial Wealth Advisors, LLC History New 30,675 2,460 0.35% — 725 +30,675 New Q4 2025 Jan 27, 2026
RWA WEALTH PARTNERS, LLC History Reduced 30,632 2,457 0.03% 0.09% 726 -69,671 -69.46% Q4 2025 Feb 12, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 30,011 2,450 0.71% 0.55% 727 +9,364 45.35% Q4 2025 Feb 10, 2026
Integrity Wealth Solutions LLC History Reduced 30,408 2,439 0.96% 1.06% 728 -19 -0.06% Q4 2025 Feb 02, 2026
Aspen Wealth Strategies, LLC History Added to 30,312 2,431 1.33% 0.12% 729 +27,554 999.06% Q4 2025 Jan 28, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 30,134 2,417 1.14% 1.42% 730 -7,497 -19.92% Q4 2025 Feb 13, 2026
My Personal CFO, LLC History New 30,061 2,411 1.01% — 731 +30,061 New Q4 2025 Jan 15, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 30,033 2,409 0.54% 0.57% 732 +39 0.13% Q4 2025 Jan 09, 2026
SBI Securities Co., Ltd. History Added to 29,810 2,391 0.06% 0.05% 733 +2,680 9.88% Q4 2025 Feb 03, 2026
Corsicana & Co. History Added to 29,785 2,389 1.34% 1.18% 734 +3,035 11.35% Q4 2025 Jan 07, 2026
HUNTINGTON NATIONAL BANK History Added to 29,724 2,384 0.01% 0.01% 735 +3,427 13.03% Q4 2025 Feb 09, 2026
NewEdge Wealth, LLC History Added to 29,462 2,363 0.03% 0.03% 736 +974 3.42% Q4 2025 Feb 03, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 29,329 2,352 0.32% 0.31% 737 +3 0.01% Q4 2025 Jan 20, 2026
Narus Financial Partners, LLC History Added to 29,212 2,343 0.65% 0.62% 738 +167 0.57% Q4 2025 Feb 09, 2026
SMART Wealth LLC History Added to 29,186 2,341 0.71% 0.85% 739 +517 1.8% Q4 2025 Jan 26, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History No change 29,074 2,332 0.04% 0.79% 740 0 0.0% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History Added to 28,980 2,325 0.17% 0.33% 741 +9,238 46.79% Q4 2025 Feb 11, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 28,924 2,320 0.65% 0.63% 742 +1,581 5.78% Q4 2025 Jan 23, 2026
Envestnet Portfolio Solutions, Inc. History Added to 28,846 2,314 0.01% 0.01% 743 +8,470 41.57% Q4 2025 Feb 06, 2026
SFM, LLC History Added to 28,680 2,300 1.35% 0.57% 744 +16,236 130.47% Q4 2025 Jan 23, 2026
Gould Capital, LLC History Added to 28,538 2,289 1.41% 0.93% 745 +9,342 48.67% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 28,511 2,287 0.0% 0.0% 746 +72 0.25% Q4 2025 Feb 09, 2026
WealthShield Partners, LLC History Reduced 28,489 2,285 0.25% 0.25% 747 -88 -0.31% Q4 2025 Feb 03, 2026
October Effect Ltd History Reduced 28,221 2,263 2.49% 2.54% 748 -1,190 -4.05% Q4 2025 Jan 20, 2026
Neuberger Berman Group LLC History Added to 28,193 2,261 0.0% 0.0% 749 +4,074 16.89% Q4 2025 Feb 13, 2026
SHAKER INVESTMENTS LLC/OH History Added to 27,934 2,240 0.93% 0.77% 750 +3,475 14.21% Q4 2025 Jan 30, 2026
Pinnacle Family Advisors, LLC History Reduced 27,873 2,235 0.98% 1.03% 751 -2,304 -7.63% Q4 2025 Feb 17, 2026
Realta Investment Advisors History Reduced 27,847 2,233 0.73% 0.75% 752 -955 -3.32% Q4 2025 Jan 20, 2026
HORAN Wealth, LLC History Added to 27,646 2,217 0.34% 0.33% 753 +1,132 4.27% Q4 2025 Feb 04, 2026
Stegent Equity Advisors, Inc. History Added to 27,591 2,213 1.72% 1.73% 754 +511 1.89% Q4 2025 Jan 14, 2026
Aspen Wealth Management LLC History Reduced 27,225 2,183 0.46% 0.5% 755 -1,276 -4.48% Q4 2025 Jan 05, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 27,178 2,180 0.06% 0.05% 756 +3,006 12.44% Q4 2025 Feb 13, 2026
Teamwork Financial Advisors, LLC History Reduced 27,105 2,174 0.22% 0.22% 757 -371 -1.35% Q4 2025 Jan 09, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 27,017 2,167 1.69% — 758 +27,017 New Q4 2025 Mar 05, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 27,003 2,166 0.06% 0.06% 759 -208 -0.76% Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Added to 74,800 2,158 0.05% 0.1% 760 +5,526 7.98% Q4 2025 Feb 11, 2026
Great Lakes Retirement, Inc. History Reduced 26,862 2,154 0.22% 0.25% 761 -2,628 -8.91% Q4 2025 Feb 12, 2026
TrueWealth Advisors, LLC History Added to 26,620 2,135 0.55% 0.55% 762 +447 1.71% Q4 2025 Jan 07, 2026
Prospect Financial Services LLC History Reduced 26,526 2,127 1.22% 1.23% 763 -749 -2.75% Q4 2025 Feb 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 26,407 2,118 0.15% 0.14% 764 +435 1.67% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Added to 26,351 2,113 0.1% 0.1% 765 +1,395 5.59% Q4 2025 Feb 17, 2026
PEAK FINANCIAL ADVISORS LLC History Added to 26,273 2,107 0.95% 0.19% 766 +21,228 420.77% Q4 2025 Jan 12, 2026
Dentgroup LLC History Added to 26,134 2,096 1.44% 1.26% 767 +1,213 4.87% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Reduced 26,073 2,091 0.13% 0.14% 768 -134 -0.51% Q4 2025 Feb 03, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Added to 26,057 2,090 1.71% 1.67% 769 +767 3.03% Q4 2025 Feb 03, 2026
Raab & Moskowitz Asset Management LLC History Reduced 26,040 2,088 0.46% 0.46% 770 -372 -1.41% Q4 2025 Jan 20, 2026
Holistic Financial Partners History Added to 25,989 2,084 0.76% 0.75% 771 +2,661 11.41% Q4 2025 Jan 07, 2026
Schwallier Wealth Management LLC History Reduced 25,550 2,079 1.33% 1.46% 772 -4,340 -14.52% Q4 2025 Feb 11, 2026
Evanson Asset Management, LLC History Added to 25,781 2,068 0.11% 0.11% 773 +1,712 7.11% Q4 2025 Jan 12, 2026
Cascade Financial Partners, LLC History Added to 25,759 2,066 0.21% 0.22% 774 +740 2.96% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Added to 25,668 2,059 0.0% 0.0% 775 +1,316 5.4% Q4 2025 Feb 13, 2026
Wagner Wealth Management, Corp History New 25,655 2,058 2.03% — 776 +25,655 New Q4 2025 Feb 12, 2026
Rooted Wealth Advisors, Inc. History Reduced 25,485 2,057 0.58% 0.62% 777 -528 -2.03% Q4 2025 Feb 09, 2026
Metis Global Partners, LLC History Reduced 25,621 2,055 0.05% 0.06% 778 -5,788 -18.43% Q4 2025 Feb 11, 2026
Bleakley Financial Group, LLC History Added to 25,560 2,050 0.04% 0.05% 779 +178 0.7% Q4 2025 Feb 09, 2026
VANGUARD GROUP INC History Added to 25,407 2,038 0.0% 0.0% 780 +7,749 43.88% Q4 2025 Jan 29, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 25,386 2,036 0.67% 0.7% 781 -138 -0.54% Q4 2025 Feb 17, 2026
Fulcrum Capital LLC History No change 25,338 2,032 0.41% 0.41% 782 0 0.0% Q4 2025 Jan 15, 2026
Barnes Wealth Management Group, Inc History Reduced 25,264 2,026 1.08% 1.14% 783 -1,265 -4.77% Q4 2025 Feb 24, 2026
ACCESS FINANCIAL SERVICES, INC. History Added to 25,079 2,011 0.73% 0.71% 784 +138 0.55% Q4 2025 Jan 21, 2026
Imprint Wealth LLC History Added to 24,525 1,967 9.19% 4.79% 785 +5,427 28.42% Q4 2025 Feb 17, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 24,457 1,961 0.3% 0.31% 786 +12 0.05% Q4 2025 Jan 12, 2026
Treasure Coast Financial Planning History No change 24,411 1,958 1.04% 1.07% 787 0 0.0% Q4 2025 Jan 22, 2026
Pinion Investment Advisors, LLC History Reduced 24,326 1,951 0.48% 0.54% 788 -696 -2.78% Q4 2025 Jan 29, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 24,295 1,948 0.65% 0.66% 789 -300 -1.22% Q4 2025 Feb 06, 2026
MFG WEALTH MANAGEMENT, INC. History Added to 24,268 1,946 1.52% 1.42% 790 +175 0.73% Q4 2025 Jan 07, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 24,257 1,945 0.06% 0.06% 791 -686 -2.75% Q4 2025 Jan 30, 2026
Momentum Wealth Planning, LLC History Reduced 24,064 1,930 1.51% 1.52% 792 -902 -3.61% Q4 2025 Jan 28, 2026
Stonebridge Financial Group, LLC History Added to 24,005 1,925 0.16% 0.14% 794 +3,353 16.24% Q4 2025 Jan 21, 2026
SIG BROKERAGE, LP History No change 24,000 1,925 0.06% 0.05% 793 0 0.0% Q4 2025 Feb 17, 2026
INTEGRITY WEALTH ADVISORS, INC. History New 23,579 1,919 1.31% — 795 +23,579 New Q4 2025 Feb 17, 2026
CGN Advisors LLC History Added to 23,897 1,917 0.15% 0.15% 796 +242 1.02% Q4 2025 Jan 05, 2026
NORDEN GROUP LLC History Added to 23,829 1,911 0.19% 0.16% 797 +3,314 16.15% Q4 2025 Jan 13, 2026
FORONJY FINANCIAL LLC History Reduced 23,809 1,909 0.8% 0.84% 799 -537 -2.21% Q4 2025 Feb 03, 2026
Redwood Financial Network Corp History Reduced 23,799 1,909 1.22% 1.2% 798 -397 -1.64% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Reduced 23,797 1,908 0.1% 0.12% 800 -1,276 -5.09% Q4 2025 Feb 10, 2026
Secure Asset Management, LLC History Added to 23,741 1,904 0.3% 0.29% 801 +1,719 7.81% Q4 2025 Jan 20, 2026
Sigma Planning Corp History Added to 23,389 1,876 0.05% 0.05% 802 +156 0.67% Q4 2025 Jan 30, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 23,385 1,875 0.18% 0.18% 803 +1,096 4.92% Q4 2025 Jan 22, 2026
EverSource Wealth Advisors, LLC History Added to 23,156 1,857 0.07% 0.06% 804 +4,554 24.48% Q4 2025 Feb 06, 2026
Northstar Advisory Group, LLC History Added to 22,930 1,839 0.65% 0.2% 805 +16,585 261.39% Q4 2025 Jan 15, 2026
One Capital Management, LLC History Added to 22,852 1,833 0.06% 0.06% 806 +592 2.66% Q4 2025 Feb 10, 2026
Moors & Cabot, Inc. History Added to 22,815 1,830 0.08% 0.07% 807 +1,983 9.52% Q4 2025 Feb 10, 2026
Fermata Advisors, LLC History Reduced 22,823 1,830 0.44% 0.47% 808 -868 -3.66% Q4 2025 Jan 08, 2026
Concord Wealth Partners History Added to 22,676 1,819 0.24% 0.22% 809 +2,253 11.03% Q4 2025 Jan 29, 2026
Advisor Resource Council History New 22,011 1,800 0.64% — 810 +22,011 New Q4 2025 Feb 10, 2026
Triton Financial Group Inc History Reduced 22,254 1,785 1.18% 1.18% 811 -263 -1.17% Q4 2025 Feb 03, 2026
Ranch Capital Advisors Inc. History Added to 22,230 1,783 0.66% 0.64% 812 +1,277 6.09% Q4 2025 Feb 05, 2026
INVESTED ADVISORS History Added to 22,200 1,780 1.84% 1.84% 813 +4,014 22.07% Q4 2025 Jan 26, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 22,173 1,778 0.11% 0.11% 814 0 0.0% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO History No change 21,811 1,775 0.02% 0.02% 815 0 0.0% Q4 2025 Jan 26, 2026
RDA Financial Network History Added to 22,107 1,773 0.43% 0.43% 816 +27 0.12% Q4 2025 Jan 06, 2026
APS Management Group, Inc. History Reduced 21,964 1,761 1.51% 1.53% 817 -126 -0.57% Q4 2025 Jan 28, 2026
STEPHENS INC /AR/ History Added to 21,805 1,749 0.02% 0.01% 818 +16,150 285.59% Q4 2025 Feb 05, 2026
FWG Investments, LLC. History Added to 21,439 1,719 1.1% 1.09% 819 +1,217 6.02% Q4 2025 Jan 28, 2026
Collier Financial History Added to 21,147 1,696 1.27% 1.22% 821 +409 1.97% Q4 2025 Feb 12, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 21,145 1,696 0.1% 0.11% 820 +7 0.03% Q4 2025 Feb 12, 2026
NVWM, LLC History New 21,063 1,689 0.37% — 822 +21,063 New Q4 2025 Jan 20, 2026
Indivisible Partners History New 20,982 1,683 0.18% — 823 +20,982 New Q4 2025 Feb 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 20,890 1,675 0.02% 0.02% 824 -1,206 -5.46% Q4 2025 Feb 09, 2026
RIA Advisory Group LLC History Reduced 20,836 1,671 0.4% 0.43% 825 -448 -2.1% Q4 2025 Feb 02, 2026
BankPlus Trust Department History Reduced 20,761 1,665 0.44% 0.52% 826 -4,247 -16.98% Q4 2025 Jan 27, 2026
Acorn Wealth Advisors, LLC History Added to 20,676 1,658 0.49% 0.5% 827 +359 1.77% Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 20,545 1,648 0.35% 0.52% 829 +1,075 5.52% Q4 2025 Feb 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 20,551 1,648 0.01% 0.01% 828 +124 0.61% Q4 2025 Feb 09, 2026
Prosperity Financial Group, Inc. History Added to 20,289 1,627 0.59% 0.55% 830 +920 4.75% Q4 2025 Jan 26, 2026
Financial Planning Navigators CORP History New 20,223 1,622 0.74% — 831 +20,223 New Q4 2025 Jan 16, 2026
GoalVest Advisory LLC History No change 20,117 1,613 0.31% 0.33% 832 0 0.0% Q4 2025 Jan 05, 2026
Wilkins Miller Wealth Management, LLC History Reduced 20,103 1,612 0.96% 0.98% 833 -179 -0.88% Q4 2025 Jan 21, 2026
Concord Asset Management, LLC/VA History Added to 20,008 1,605 0.28% 0.27% 834 +1,177 6.25% Q4 2025 Jan 29, 2026
EJMK Ventures LLC History New 19,793 1,587 0.98% — 835 +19,793 New Q4 2025 Mar 03, 2026
Richard W. Paul & Associates, LLC History Reduced 19,776 1,586 0.53% 0.58% 836 -2,010 -9.23% Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 19,688 1,579 0.09% — 837 +19,688 New Q4 2025 Feb 10, 2026
Stirlingshire Investments, Inc. History New 19,676 1,578 1.4% — 838 +19,676 New Q4 2025 Feb 11, 2026
United Advisor Group, LLC History Added to 19,674 1,578 0.2% 0.18% 839 +2,423 14.05% Q4 2025 Jan 26, 2026
ZEGA Investments, LLC History Added to 19,614 1,573 0.19% 0.16% 840 +4,637 30.96% Q4 2025 Jan 27, 2026
Caitlin John, LLC History Reduced 19,557 1,568 1.03% 1.09% 841 -514 -2.56% Q4 2025 Feb 18, 2026
Omnitrust Wealth Management, Inc History New 19,432 1,558 1.98% — 842 +19,432 New Q4 2025 Feb 11, 2026
Wealth Group Ltd History Added to 19,282 1,546 0.35% 0.35% 843 +32 0.17% Q4 2025 Jan 12, 2026
CIBC WORLD MARKETS CORP History New 19,231 1,542 0.01% — 844 +19,231 New Q4 2025 Feb 12, 2026
Hartford Financial Management Inc. History Added to 19,223 1,542 0.4% 0.39% 845 +247 1.3% Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History Reduced 19,220 1,541 0.09% 0.13% 846 -8,620 -30.96% Q4 2025 Jan 29, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 19,220 1,541 0.46% 0.48% 847 -1 -0.01% Q4 2025 Jan 23, 2026
SMITH, MOORE & CO. History Added to 19,053 1,528 0.12% 0.11% 848 +4 0.02% Q4 2025 Jan 23, 2026
Harbor Group, Inc. History Added to 18,995 1,523 0.23% 0.12% 849 +9,346 96.86% Q4 2025 Jan 12, 2026
Private Advisory Group LLC History Added to 18,609 1,492 0.12% 0.1% 850 +2,541 15.81% Q4 2025 Jan 15, 2026
Redhawk Wealth Advisors, Inc. History Added to 18,549 1,488 0.17% 0.15% 851 +2,553 15.96% Q4 2025 Jan 14, 2026
Cooper Financial Group History Reduced 18,510 1,484 0.16% 0.16% 852 -437 -2.31% Q4 2025 Jan 08, 2026
Orin Green Financial, LLC History Reduced 18,354 1,472 0.59% 0.59% 853 -488 -2.59% Q4 2025 Feb 06, 2026
Nemes Rush Group LLC History Reduced 18,290 1,467 0.14% 0.14% 854 -157 -0.85% Q4 2025 Feb 11, 2026
Anchor Investment Management, LLC History Added to 18,269 1,465 0.12% 0.11% 855 +1,075 6.25% Q4 2025 Feb 26, 2026
Wealthfront Advisers LLC History Added to 18,007 1,444 0.0% 0.0% 856 +6,587 57.68% Q4 2025 Jan 30, 2026
Bensler, LLC History Reduced 17,948 1,439 0.14% 0.15% 857 -673 -3.61% Q4 2025 Feb 04, 2026
MAI Capital Management History Added to 17,830 1,430 0.01% 0.01% 858 +550 3.18% Q4 2025 Feb 13, 2026
Legacy Edge Advisors, LLC History New 17,774 1,425 0.16% — 859 +17,774 New Q4 2025 Feb 02, 2026
Kathmere Capital Management, LLC History Reduced 17,626 1,413 0.1% 0.1% 860 -141 -0.79% Q4 2025 Jan 13, 2026
Hilltop Holdings Inc. History Reduced 17,604 1,412 0.08% 0.09% 861 -3,365 -16.05% Q4 2025 Feb 17, 2026
Resonant Capital Advisors, LLC History No change 17,515 1,405 0.08% 0.08% 862 0 0.0% Q4 2025 Jan 29, 2026
Landmark Wealth Management, LLC History Added to 17,466 1,401 0.54% 0.54% 863 +192 1.11% Q4 2025 Feb 05, 2026
THOMPSON DAVIS & CO., INC. History Added to 17,450 1,399 0.84% 0.71% 864 +2,750 18.71% Q4 2025 Jan 12, 2026
Quest 10 Wealth Builders, Inc. History Reduced 17,307 1,388 1.24% 1.27% 865 -252 -1.44% Q4 2025 Jan 29, 2026
Pallas Capital Advisors LLC History Reduced 17,244 1,383 0.05% 0.05% 866 -40 -0.23% Q4 2025 Jan 14, 2026
Clear Point Advisors Inc. History Added to 17,140 1,374 1.07% 1.04% 867 +18 0.11% Q4 2025 Feb 10, 2026
BLUE JEAN FINANCIAL LLC History New 16,979 1,362 1.11% — 868 +16,979 New Q4 2025 Feb 13, 2026
TD Capital Management LLC History New 16,952 1,359 0.12% — 869 +16,952 New Q4 2025 Feb 26, 2026
Storen Legacy Partners, LLC History New 16,947 1,359 0.43% — 870 +16,947 New Q4 2025 Mar 05, 2026
360 Financial, Inc. History Added to 16,873 1,353 0.41% 0.41% 871 +563 3.45% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History Reduced 16,829 1,350 0.11% 0.11% 872 -1,009 -5.66% Q4 2025 Feb 13, 2026
Axiom Financial Strategies, LLC History Added to 16,749 1,343 0.57% 0.55% 873 +317 1.93% Q4 2025 Jan 23, 2026
W.H. Cornerstone Investments Inc. History Reduced 16,572 1,329 0.8% 0.79% 874 -36 -0.22% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Reduced 16,514 1,324 0.0% 0.0% 875 -22,548 -57.72% Q4 2025 Feb 17, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 16,500 1,323 0.46% 0.52% 876 -465 -2.74% Q4 2025 Jan 08, 2026
Golden State Equity Partners History Reduced 16,468 1,321 0.21% 0.22% 877 -325 -1.94% Q4 2025 Jan 29, 2026
Jaffetilchin Investment Partners, LLC History Added to 16,434 1,318 0.08% 0.08% 878 +188 1.16% Q4 2025 Jan 15, 2026
Outlook Wealth Advisors, LLC History Added to 16,418 1,317 0.3% 0.17% 879 +7,453 83.13% Q4 2025 Feb 11, 2026
FSA Advisors, Inc. History New 16,360 1,312 0.91% — 880 +16,360 New Q4 2025 Feb 02, 2026
Summit Global Investments History Added to 16,320 1,309 0.08% 0.05% 881 +6,169 60.77% Q4 2025 Feb 18, 2026
Millennium Capital Advisors, LLC History Added to 16,217 1,300 0.77% 0.77% 882 +40 0.25% Q4 2025 Feb 05, 2026
Cherry Tree Wealth Management, LLC History Added to 16,125 1,293 0.27% 0.27% 883 +457 2.92% Q4 2025 Feb 10, 2026
Professional Financial Advisors, LLC History Reduced 15,943 1,278 0.26% 0.27% 884 -278 -1.71% Q4 2025 Jan 15, 2026
Urban Wealth Management, LLC History New 15,922 1,277 1.19% — 885 +15,922 New Q4 2025 Jan 30, 2026
Fortis Capital Advisors, LLC History Added to 15,738 1,262 0.19% 0.19% 886 +396 2.58% Q4 2025 Jan 27, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 15,741 1,262 0.01% 0.02% 887 -76 -0.48% Q4 2025 Feb 02, 2026
Ayalon Insurance Comp Ltd. History No change 15,660 1,256 0.3% 0.31% 888 0 0.0% Q4 2025 Jan 12, 2026
Bluesphere Advisors LLC History Reduced 15,599 1,251 0.55% 0.58% 889 -480 -2.99% Q4 2025 Jan 21, 2026
SAX WEALTH ADVISORS, LLC History Reduced 15,583 1,250 0.06% 0.07% 890 -932 -5.64% Q4 2025 Jan 12, 2026
Summit Investment Advisory Services, LLC History Reduced 15,464 1,240 0.47% 0.49% 891 -396 -2.5% Q4 2025 Feb 04, 2026
SEEDS INVESTOR LLC History Added to 15,214 1,220 0.23% 0.19% 892 +3,514 30.03% Q4 2025 Jan 27, 2026
Serenus Wealth Advisors, LLC History Added to 15,152 1,215 0.24% 0.2% 893 +271 1.82% Q4 2025 Jan 28, 2026
Quadcap Wealth Management, LLC History Reduced 15,142 1,214 0.14% 0.14% 894 -93 -0.61% Q4 2025 Jan 29, 2026
Virtue Capital Management, LLC History Added to 14,922 1,199 0.18% 0.09% 895 +1,861 14.25% Q4 2025 Feb 18, 2026
Gotham Asset Management, LLC History Added to 14,937 1,198 0.0% 0.0% 896 +4,395 41.69% Q4 2025 Feb 17, 2026
Onyx Bridge Wealth Group LLC History Reduced 14,810 1,188 0.13% 0.13% 897 -458 -3.0% Q4 2025 Feb 18, 2026
WealthCare Investment Partners, LLC History Reduced 14,786 1,188 0.35% 0.39% 898 -339 -2.24% Q4 2025 Jan 06, 2026
Resurgent Financial Advisors LLC History Added to 14,809 1,187 0.6% 0.52% 899 +1,306 9.67% Q4 2025 Feb 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History No change 14,786 1,186 0.13% 0.13% 900 0 0.0% Q4 2025 Jan 08, 2026
tru Independence LLC History Reduced 14,751 1,183 0.3% 0.32% 902 -874 -5.59% Q4 2025 Jan 22, 2026
Fulcrum Equity Management History Reduced 14,758 1,183 1.13% 1.19% 901 -264 -1.76% Q4 2025 Jan 06, 2026
Fingerlakes Wealth Management, Inc. History Reduced 14,725 1,181 0.75% 0.75% 903 -13 -0.09% Q4 2025 Feb 05, 2026
Runnymede Capital Advisors, Inc. History New 14,711 1,180 0.68% — 905 +14,711 New Q4 2025 Jan 21, 2026
Trivant Custom Portfolio Group, LLC History Added to 14,711 1,180 0.68% 0.57% 904 +511 3.6% Q4 2025 Jan 21, 2026
TLWM History Added to 14,648 1,175 0.22% 0.2% 906 +489 3.45% Q4 2025 Jan 12, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 14,534 1,165 0.25% 0.28% 907 -996 -6.41% Q4 2025 Jan 20, 2026
LOM Asset Management Ltd History Added to 14,500 1,163 0.34% 0.19% 909 +6,500 81.25% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 14,498 1,163 0.01% 0.02% 908 -2,290 -13.64% Q4 2025 Jan 29, 2026
Whelan Financial History No change 14,484 1,161 0.36% 0.36% 910 0 0.0% Q4 2025 Feb 02, 2026
WEALTHGARDEN F.S. LLC History Added to 14,235 1,160 0.76% 0.75% 911 +967 7.29% Q4 2025 Feb 11, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 14,378 1,155 0.18% 0.19% 912 -442 -2.98% Q4 2025 Jan 08, 2026
Nicholas Wealth, LLC. History New 14,397 1,154 0.78% — 913 +14,397 New Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 14,146 1,134 0.0% 0.0% 914 -23,553 -62.48% Q4 2025 Feb 13, 2026
4WEALTH ADVISORS, INC. History Added to 14,101 1,131 0.97% 0.97% 915 +240 1.73% Q4 2025 Jan 21, 2026
Kingdom Financial Group LLC. History Added to 14,084 1,129 0.35% 0.38% 916 +6,105 76.51% Q4 2025 Feb 06, 2026
Embree Financial Group History Added to 13,894 1,114 0.14% 0.15% 917 +30 0.22% Q4 2025 Jan 14, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 13,795 1,106 0.12% 0.13% 918 -940 -6.38% Q4 2025 Jan 28, 2026
MGB Wealth Management, LLC History Added to 13,761 1,104 0.32% 0.25% 919 +2,503 22.23% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 13,699 1,098 0.0% 0.0% 920 +697 5.36% Q4 2025 Feb 11, 2026
LEIGH BALDWIN & CO., LLC History Reduced 13,659 1,096 0.72% 0.64% 921 -824 -5.69% Q4 2025 Feb 12, 2026
MBE Wealth Management, LLC History Added to 13,596 1,090 0.46% 0.45% 922 +301 2.26% Q4 2025 Jan 21, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 13,578 1,089 0.09% 0.12% 923 -5,606 -29.22% Q4 2025 Feb 17, 2026
Retirement Planning Co of New England, Inc. History Reduced 13,570 1,088 0.44% 0.46% 924 -1,098 -7.49% Q4 2025 Jan 28, 2026
WealthPlan Investment Management, LLC History Reduced 13,384 1,073 0.07% 0.07% 925 -553 -3.97% Q4 2025 Feb 05, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 13,330 1,069 0.14% 0.14% 926 0 0.0% Q4 2025 Feb 17, 2026
Estate Counselors, LLC History Reduced 13,208 1,059 0.09% 0.14% 927 -7,298 -35.59% Q4 2025 Feb 02, 2026
Confluence Wealth Services, Inc. History Added to 13,183 1,057 0.04% 0.05% 928 +93 0.71% Q4 2025 Jan 28, 2026
AMJ Financial Wealth Management History Added to 13,092 1,050 0.25% 0.23% 929 +587 4.69% Q4 2025 Feb 05, 2026
Summit Financial Consulting LLC History Reduced 12,995 1,042 0.76% 0.87% 932 -860 -6.21% Q4 2025 Jan 23, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Added to 12,996 1,042 0.18% 0.17% 930 +665 5.39% Q4 2025 Jan 21, 2026
Community Bank, N.A. History Reduced 12,992 1,042 0.12% 0.13% 931 -222 -1.68% Q4 2025 Feb 04, 2026
Mason Investment Advisory Services, Inc. History No change 12,988 1,041 0.05% 0.05% 933 0 0.0% Q4 2025 Feb 12, 2026
Accurate Wealth Management, LLC History Reduced 12,801 1,037 0.13% 0.13% 934 -170 -1.31% Q4 2025 Jan 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 12,825 1,028 0.13% 0.14% 935 +339 2.72% Q4 2025 Feb 04, 2026
Legacy Capital Wealth Partners, LLC History Reduced 12,787 1,025 0.22% 0.24% 936 -1,373 -9.7% Q4 2025 Jan 16, 2026
VCI Wealth Management LLC History New 12,760 1,023 0.28% — 938 +12,760 New Q4 2025 Jan 27, 2026
Avior Wealth Management, LLC History Added to 12,755 1,023 0.03% 0.03% 937 +689 5.71% Q4 2025 Jan 06, 2026
Emerald Advisors, LLC History Added to 12,568 1,008 0.14% 0.12% 939 +835 7.12% Q4 2025 Jan 27, 2026
Athena Wealth Management, LLC History New 12,437 997 0.97% — 940 +12,437 New Q4 2025 Apr 17, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 12,348 990 0.14% 0.09% 941 +5,312 75.5% Q4 2025 Jan 12, 2026
Clearstead Advisors, LLC History Reduced 12,330 989 0.01% 0.01% 942 -621 -4.79% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History Added to 12,302 986 0.01% 0.01% 943 +2,401 24.25% Q4 2025 Jan 27, 2026
Optivise Advisory Services LLC History Added to 12,252 982 0.57% 0.18% 945 +8,287 209.0% Q4 2025 Jan 12, 2026
True Vision MN LLC History Reduced 12,247 982 0.5% 0.52% 944 -484 -3.8% Q4 2025 Jan 14, 2026
Asset One Wealth Management LLC History New 11,961 978 0.13% — 946 +11,961 New Q4 2025 Feb 17, 2026
Mendel Money Management History Added to 12,163 975 0.41% 0.17% 948 +6,897 130.97% Q4 2025 Jan 29, 2026
Capital Advisors, Ltd. LLC History Added to 12,159 975 0.11% 0.11% 947 +3 0.02% Q4 2025 Jan 21, 2026
Transce3nd, LLC History Reduced 11,884 972 7.84% 8.89% 949 -4,721 -28.43% Q4 2025 Feb 06, 2026
Gallagher Fiduciary Advisors, LLC History Added to 12,111 971 0.03% 0.03% 950 +3,333 37.97% Q4 2025 Feb 17, 2026
Fiduciary Planning LLC History Added to 12,057 967 0.29% 0.29% 951 +10 0.08% Q4 2025 Jan 22, 2026
Spire Wealth Management History Reduced 12,020 964 0.03% 0.04% 952 -3,064 -20.31% Q4 2025 Jan 14, 2026
Beckerman Institutional, LLC History Added to 11,958 959 0.54% 0.55% 953 +108 0.91% Q4 2025 Feb 10, 2026
Flagship Private Wealth, LLC History Reduced 11,919 956 0.38% 0.51% 954 -4,275 -26.4% Q4 2025 Feb 04, 2026
Rockwood Wealth Management, LLC History Reduced 11,882 953 0.07% 0.08% 955 -507 -4.09% Q4 2025 Jan 29, 2026
Troutman Wealth Management, LLC History New 11,816 947 0.78% — 956 +11,816 New Q4 2025 Feb 18, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 11,776 944 0.23% 0.22% 957 -889 -7.02% Q4 2025 Jan 08, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 11,779 944 0.0% 0.0% 958 -837 -6.63% Q4 2025 Feb 11, 2026
Global Endowment Management, LP History New 11,731 941 0.12% — 959 +11,731 New Q4 2025 Feb 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 11,724 940 0.03% 0.03% 960 0 0.0% Q4 2025 Jan 14, 2026
Deane Retirement Strategies, Inc. History Reduced 11,669 936 0.39% 0.4% 961 -124 -1.05% Q4 2025 Jan 28, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 11,650 934 0.11% 0.08% 962 +3,762 47.69% Q4 2025 Feb 17, 2026
Next Level Wealth Planning, LLC History Reduced 11,637 933 0.5% 0.52% 964 -121 -1.03% Q4 2025 Jan 26, 2026
Vantage Investment Partners, LLC History No change 11,641 933 0.06% 0.06% 963 0 0.0% Q4 2025 Feb 06, 2026
PCA Investment Advisory Services Inc. History Reduced 11,622 932 0.33% 0.34% 965 -237 -2.0% Q4 2025 Feb 10, 2026
G&S Capital LLC History Added to 11,522 924 0.33% 0.31% 966 +724 6.7% Q4 2025 Jan 28, 2026
Allworth Financial LP History New 11,511 923 0.0% — 967 +11,511 New Q4 2025 Feb 05, 2026
STEVENS CAPITAL PARTNERS History Added to 11,465 919 0.24% 0.24% 968 +1,277 12.53% Q4 2025 Jan 27, 2026
Invst, LLC History Reduced 11,455 918 0.1% 0.1% 969 -81 -0.7% Q4 2025 Feb 11, 2026
GK Wealth Management LLC History Added to 11,405 914 0.61% 0.65% 970 +64 0.56% Q4 2025 Jan 05, 2026
LongView Wealth Management History Added to 11,100 907 0.22% 0.21% 971 +1,185 11.95% Q4 2025 Jan 13, 2026
Liberty Atlantic Advisors LLC History New 11,270 904 0.89% — 972 +11,270 New Q4 2025 Feb 03, 2026
Chemistry Wealth Management LLC History Reduced 11,232 901 0.17% 0.19% 973 -1,137 -9.19% Q4 2025 Jan 06, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 11,216 899 0.64% — 974 +11,216 New Q4 2025 Feb 13, 2026
Five Oceans Advisors History Reduced 11,185 897 0.32% 0.32% 975 -60 -0.53% Q4 2025 Jan 16, 2026
Strong Retirement Solutions LLC History New 11,173 896 0.6% — 976 +11,173 New Q4 2025 Feb 18, 2026
FreeGulliver LLC History Reduced 11,132 893 0.33% 0.44% 977 -1,393 -11.12% Q4 2025 Feb 12, 2026
WORLD EQUITY GROUP, INC. History Reduced 11,125 892 0.25% 0.21% 978 -635 -5.4% Q4 2025 Jan 12, 2026
Impact Partnership Wealth, LLC History Added to 11,117 891 0.11% 0.12% 979 +950 9.34% Q4 2025 Feb 10, 2026
Copley Financial Group, Inc. History Reduced 11,044 885 0.55% 0.62% 980 -436 -3.8% Q4 2025 Feb 17, 2026
Smith Asset Management Co., LLC History Added to 10,983 881 0.73% 0.63% 981 +1,612 17.2% Q4 2025 Feb 19, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 10,982 880 1.69% 1.08% 982 +1 0.01% Q4 2025 Jan 21, 2026
Crew Capital Management, Ltd History Added to 10,863 871 0.55% 0.57% 983 +53 0.49% Q4 2025 Jan 16, 2026
Stokes Family Office, LLC History Added to 10,837 869 0.08% 0.08% 984 +177 1.66% Q4 2025 Feb 18, 2026
Marks Group Wealth Management, Inc History New 10,760 863 0.08% — 985 +10,760 New Q4 2025 Feb 11, 2026
Vermillion & White Wealth Management Group, LLC History No change 10,739 861 0.47% 0.48% 986 0 0.0% Q4 2025 Feb 18, 2026
Capital Investment Advisors, LLC History Added to 10,696 858 0.01% 0.01% 987 +1,835 20.71% Q4 2025 Jan 13, 2026
Kelsey Financial, LLC History New 10,601 850 0.73% — 988 +10,601 New Q4 2025 Jan 23, 2026
D.A. DAVIDSON & CO. History Reduced 10,590 849 0.01% 0.01% 989 -738 -6.51% Q4 2025 Jan 29, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Reduced 10,594 849 0.65% 0.66% 990 -25 -0.24% Q4 2025 Feb 17, 2026
Breachway Investments LLC History New 10,547 846 0.89% — 991 +10,547 New Q4 2025 Jan 27, 2026
Stewardship Advisors, LLC History Added to 10,534 845 0.2% 0.18% 992 +917 9.54% Q4 2025 Jan 15, 2026
KPP Advisory Services LLC History Reduced 10,538 845 0.12% 0.13% 993 -473 -4.3% Q4 2025 Feb 02, 2026
Exit Wealth Advisors, LLC. History Added to 10,530 844 0.5% 0.55% 994 +62 0.59% Q4 2025 Feb 10, 2026
Taylor Securities Services, Inc. History New 10,500 842 0.38% — 995 +10,500 New Q4 2025 Mar 05, 2026
Reliant Investment Partners, LLC History No change 10,494 841 0.66% 0.65% 996 0 0.0% Q4 2025 Feb 06, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 10,452 838 0.63% 0.67% 997 -45 -0.43% Q4 2025 Feb 10, 2026
Destiny Capital Corp/CO History Reduced 10,437 837 0.43% 0.49% 998 -1,162 -10.02% Q4 2025 Jan 23, 2026
SIMON QUICK ADVISORS, LLC History Added to 10,411 835 0.04% 0.04% 999 +76 0.74% Q4 2025 Jan 29, 2026
LANE BROTHERS & CO INC History New 10,405 834 0.6% — 1000 +10,405 New Q4 2025 Mar 13, 2026
William Mack & Associates, Inc. History Reduced 10,400 834 0.39% 0.48% 1001 -970 -8.53% Q4 2025 Feb 09, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 10,271 832 0.22% 0.23% 1002 -372 -3.5% Q4 2025 Jan 26, 2026
Pacific Excel Wealth Advisors, Inc. History New 10,342 829 1.57% — 1004 +10,342 New Q4 2025 Feb 18, 2026
Investments & Financial Planning, LLC History Reduced 10,335 829 0.44% 0.49% 1003 -1,135 -9.9% Q4 2025 Feb 23, 2026
Souders Financial Advisors History New 10,328 828 0.09% — 1005 +10,328 New Q4 2025 Feb 02, 2026
Brooklyn FI, LLC History New 10,319 827 0.18% — 1006 +10,319 New Q4 2025 Jan 21, 2026
Prospera Financial Services Inc History Added to 10,301 826 0.01% 0.01% 1007 +3,831 59.21% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History Added to 10,260 823 0.02% 0.02% 1008 +3 0.03% Q4 2025 Feb 04, 2026
Magnus Financial Group LLC History Added to 10,231 820 0.06% 0.06% 1009 +481 4.93% Q4 2025 Jan 07, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 10,194 817 0.01% 0.01% 1010 +311 3.15% Q4 2025 Feb 13, 2026
Evernest Financial Advisors, LLC History Reduced 10,000 816 0.17% 0.22% 1011 -1 -0.01% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 10,141 813 0.02% 0.01% 1012 +2,957 41.16% Q4 2025 Feb 10, 2026
Riggs Asset Managment Co. Inc. History Added to 10,118 811 0.16% 0.16% 1013 +496 5.15% Q4 2025 Jan 29, 2026
Sharkey, Howes & Javer History Added to 10,101 810 0.1% 0.06% 1014 +4,094 68.15% Q4 2025 Jan 13, 2026
Hemenway Trust Co LLC History Reduced 10,085 809 0.06% 0.06% 1015 -702 -6.51% Q4 2025 Feb 03, 2026
American Money Management, LLC History Reduced 10,009 802 0.13% 0.13% 1016 -138 -1.36% Q4 2025 Feb 10, 2026
Cutler Capital Management, LLC History New 9,995 801 0.23% — 1017 +9,995 New Q4 2025 Feb 13, 2026
Key FInancial Inc History Added to 9,987 801 0.15% 0.14% 1018 +319 3.3% Q4 2025 Feb 09, 2026
Coordinated Financial Services, Inc. History Added to 9,972 799 0.46% 0.5% 1019 +12 0.12% Q4 2025 Feb 09, 2026
Berger Financial Group, Inc History Reduced 9,936 797 0.05% 0.05% 1020 -938 -8.63% Q4 2025 Jan 27, 2026
CORRADO ADVISORS, LLC History Reduced 9,842 789 0.4% 0.43% 1021 -280 -2.77% Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 9,754 782 0.01% — 1022 +9,754 New Q4 2025 Feb 18, 2026
Chris Bulman Inc History Reduced 9,726 780 0.34% 0.39% 1023 -220 -2.21% Q4 2025 Jan 14, 2026
Trilogy Capital Inc. History Reduced 9,695 777 0.03% 0.04% 1024 -402 -3.98% Q4 2025 Jan 22, 2026
CULLEN INVESTMENT GROUP, LTD. History New 9,500 775 0.1% — 1025 +9,500 New Q4 2025 Jan 12, 2026
AssuredPartners Investment Advisors, LLC History Reduced 9,620 771 0.11% 0.22% 1026 -2,987 -23.69% Q4 2025 Feb 03, 2026
Hughes Financial Services, LLC History Reduced 9,602 770 0.12% 0.12% 1027 -47 -0.49% Q4 2025 Feb 11, 2026
CIBC WORLD MARKET INC. History Added to 9,471 759 0.0% 0.0% 1028 +3,989 72.77% Q4 2025 Feb 10, 2026
REGIMEN WEALTH, LLC History Added to 9,371 751 0.22% 0.22% 1029 +6 0.06% Q4 2025 Feb 09, 2026
Sankala Group LLC History New 9,288 750 0.6% — 1030 +9,288 New Q4 2025 Mar 02, 2026
Empirical Asset Management, LLC History Reduced 9,604 742 0.21% 0.25% 1033 -2,447 -20.31% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 9,256 742 0.0% 0.01% 1031 -402 -4.16% Q4 2025 Feb 17, 2026
Inspire Advisors, LLC History Reduced 9,261 742 0.07% 0.07% 1032 -25 -0.27% Q4 2025 Feb 13, 2026
Arlington Trust Co LLC History Reduced 9,245 741 0.08% 0.14% 1034 -950 -9.32% Q4 2025 Jan 30, 2026
Kovack Advisors, Inc. History New 9,217 739 0.03% — 1035 +9,217 New Q4 2025 Feb 17, 2026
Optimist Retirement Group LLC History Reduced 9,241 739 0.34% 0.34% 1036 -312 -3.27% Q4 2025 Feb 09, 2026
Defender Capital, LLC. History New 9,200 738 0.24% — 1037 +9,200 New Q4 2025 Jan 12, 2026
High Note Wealth, LLC History Added to 9,204 738 0.14% 0.14% 1038 +310 3.49% Q4 2025 Feb 05, 2026
Laurel Wealth Advisors LLC History Reduced 9,192 737 0.1% 0.1% 1039 -188 -2.0% Q4 2025 Jan 30, 2026
SteelPeak Wealth, LLC History Reduced 9,177 736 0.02% 0.03% 1040 -715 -7.23% Q4 2025 Jan 20, 2026
Summit Financial Strategies, Inc. History Reduced 9,151 734 0.06% 0.06% 1041 -302 -3.19% Q4 2025 Jan 27, 2026
Strategic Investment Advisors / MI History Reduced 9,102 730 0.06% 0.06% 1042 -102,208 -91.82% Q4 2025 Feb 17, 2026
Mission Creek Capital Partners, Inc. History Reduced 8,989 721 0.15% 0.14% 1043 -20 -0.22% Q4 2025 Feb 12, 2026
Meeder Advisory Services, Inc. History Added to 8,978 720 0.03% 0.03% 1044 +979 12.24% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 8,953 718 0.03% 0.02% 1045 +1,935 27.57% Q4 2025 Feb 12, 2026
Cranbrook Wealth Management, LLC History Reduced 8,918 715 0.14% 0.15% 1046 -583 -6.14% Q4 2025 Jan 28, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 8,913 714 0.41% 0.36% 1047 +985 12.42% Q4 2025 Jan 15, 2026
Kestra Investment Management, LLC History Added to 8,878 712 0.02% 0.01% 1048 +2,179 32.53% Q4 2025 Feb 09, 2026
Blue Edge Capital, LLC History Added to 8,798 705 0.09% 0.03% 1049 +5,933 207.09% Q4 2025 Feb 12, 2026
Capital Planning Advisors, LLC History Reduced 8,788 704 0.09% 0.1% 1050 -195 -2.17% Q4 2025 Feb 17, 2026
Clarity Asset Management, Inc. History Added to 8,569 687 0.38% 0.32% 1051 +1,199 16.27% Q4 2025 Feb 13, 2026
Asset Dedication, LLC History Added to 8,517 683 0.04% 0.04% 1052 +1,042 13.94% Q4 2025 Jan 26, 2026
ASPIRIANT, LLC History Added to 8,423 675 0.02% 0.01% 1053 +2,727 47.88% Q4 2025 Jan 20, 2026
Beta Wealth Group, Inc. History Reduced 8,219 659 0.26% 0.25% 1054 -16 -0.19% Q4 2025 Feb 13, 2026
Precision Wealth Strategies, LLC History Added to 8,103 650 0.21% 0.2% 1055 +191 2.41% Q4 2025 Jan 30, 2026
Altrius Capital Management Inc History Added to 8,095 649 0.14% 0.14% 1056 +366 4.74% Q4 2025 Feb 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,059 646 0.0% 0.0% 1057 0 0.0% Q4 2025 Jan 30, 2026
Plante Moran Financial Advisors, LLC History Added to 7,998 641 0.04% 0.04% 1058 +93 1.18% Q4 2025 Feb 05, 2026
Global Strategic Investment Solutions, LLC History No change 8,000 641 0.06% 0.06% 1059 0 0.0% Q4 2025 Jan 29, 2026
Acropolis Investment Management, LLC History Added to 7,982 640 0.03% 0.03% 1060 +3 0.04% Q4 2025 Jan 14, 2026
Laurel Wealth Planning LLC History Reduced 7,976 639 0.35% 0.57% 1061 -5,718 -41.76% Q4 2025 Jan 23, 2026
Nikulski Financial, Inc. History Reduced 7,934 636 0.15% 0.28% 1062 -6,241 -44.03% Q4 2025 Jan 15, 2026
Mach-1 Financial Group, LLC History Reduced 7,855 630 0.13% 1.5% 1063 -111,754 -93.43% Q4 2025 Feb 06, 2026
Presper Financial Architects, LLC History Added to 7,746 621 0.35% 0.35% 1065 +39 0.51% Q4 2025 Feb 05, 2026
Abundance Wealth Counselors History No change 7,752 621 0.1% 0.1% 1064 0 0.0% Q4 2025 Jan 26, 2026
Raleigh Capital Management Inc. History Added to 7,689 616 0.22% 0.22% 1066 +288 3.89% Q4 2025 Jan 21, 2026
RB Capital Management, LLC History Added to 7,646 613 0.12% 0.08% 1067 +2,476 47.89% Q4 2025 Feb 03, 2026
Sovereign Financial Group, Inc. History Reduced 7,642 613 0.11% 0.12% 1068 -644 -7.77% Q4 2025 Jan 07, 2026
COMMERCE BANK History Added to 7,616 610 0.0% 0.0% 1069 +82 1.09% Q4 2025 Feb 13, 2026
PFG Private Wealth Management, LLC History Reduced 7,551 605 0.26% 1.06% 1070 -22,876 -75.18% Q4 2025 Jan 15, 2026
Expressive Wealth LLC History New 7,546 605 0.65% — 1071 +7,546 New Q4 2025 Feb 09, 2026
Opulen Financial Group LLC History Added to 7,521 603 0.44% 0.44% 1072 +22 0.29% Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 7,505 602 0.01% 0.01% 1073 +118 1.6% Q4 2025 Feb 06, 2026
Pacific Park Financial, Inc. History New 7,440 596 0.37% — 1075 +7,440 New Q4 2025 Jan 30, 2026
Accredited Investors Inc. History Added to 7,438 596 0.03% 0.03% 1074 +608 8.9% Q4 2025 Feb 05, 2026
Synergy Asset Management, LLC History Reduced 7,369 591 0.06% 0.09% 1076 -26,777 -78.42% Q4 2025 Jan 13, 2026
Three Seasons Wealth, LLC History Added to 7,366 590 0.06% 0.05% 1077 +484 7.03% Q4 2025 Jan 15, 2026
Manske Wealth Management History New 7,348 589 0.17% — 1080 +7,348 New Q4 2025 Feb 03, 2026
Wedmont Private Capital History Reduced 7,267 589 0.02% 0.02% 1079 -671 -8.45% Q4 2025 Jan 08, 2026
Jacobi Capital Management LLC History Reduced 7,345 589 0.03% 0.04% 1078 -101 -1.36% Q4 2025 Feb 13, 2026
Lavaca Capital LLC History Reduced 7,295 585 0.09% 0.1% 1081 -196 -2.62% Q4 2025 Feb 13, 2026
McLaughlin Asset Management, Inc. History New 7,286 584 0.52% — 1082 +7,286 New Q4 2025 Feb 20, 2026
Jefferies Financial Group Inc. History Added to 7,247 581 0.0% 0.0% 1083 +31 0.43% Q4 2025 Feb 09, 2026
BlueChip Wealth Advisors LLC History Added to 7,219 579 0.24% 0.19% 1085 +1,664 29.95% Q4 2025 Feb 05, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 7,167 579 0.16% 0.18% 1084 -194 -2.64% Q4 2025 Jan 14, 2026
Centric Wealth Management History Added to 7,047 576 0.12% 0.1% 1086 +1,530 27.73% Q4 2025 Feb 04, 2026
Legacy Financial Group LLC History Added to 7,137 576 0.07% 0.06% 1087 +961 15.56% Q4 2025 Feb 05, 2026
AlTi Global, Inc. History Reduced 7,131 572 0.01% 0.02% 1088 -1,937 -21.36% Q4 2025 Feb 13, 2026
THREADGILL FINANCIAL, LLC History Added to 7,061 566 0.23% 0.27% 1089 +17 0.24% Q4 2025 Jan 08, 2026
Curbstone Financial Management Corp History No change 7,000 561 0.11% 0.11% 1090 0 0.0% Q4 2025 Jan 23, 2026
Paladin Advisory Group, LLC History Added to 6,988 560 0.41% 0.26% 1091 +2,655 61.27% Q4 2025 Jan 21, 2026
Portland Financial Advisors Inc History No change 6,971 559 1.19% 1.16% 1092 0 0.0% Q4 2025 Feb 06, 2026
Orgel Wealth Management, LLC History Added to 6,966 558 0.01% 0.01% 1093 +811 13.18% Q4 2025 Jan 07, 2026
Wall Street Financial Group, Inc. History Added to 6,803 557 0.41% 0.21% 1094 +3,219 89.82% Q4 2025 Jan 16, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 6,900 553 0.01% 0.01% 1095 -900 -11.54% Q4 2025 Feb 17, 2026
Klaas Financial Asset Advisors, LLC History New 6,828 547 0.08% — 1096 +6,828 New Q4 2025 Jan 27, 2026
Trivium Point Advisory, LLC History Reduced 6,782 544 0.05% 0.05% 1097 -90 -1.31% Q4 2025 Jan 26, 2026
Provident Wealth Management, LLC History Added to 6,771 543 0.16% 0.16% 1098 +18 0.27% Q4 2025 Jan 28, 2026
Southland Equity Partners LLC History Added to 6,759 542 0.11% 0.1% 1099 +334 5.2% Q4 2025 Jan 14, 2026
FSR Wealth Management Ltd. History Reduced 6,630 531 0.62% 0.92% 1102 -3,306 -33.27% Q4 2025 Jan 27, 2026
Advisors Capital Management, LLC History Added to 6,623 531 0.01% 0.01% 1101 +4 0.06% Q4 2025 Jan 29, 2026
M&T BANK CORP History No change 6,621 531 0.0% 0.0% 1100 0 0.0% Q4 2025 Jan 30, 2026
Wayfinding Financial, LLC History Added to 6,602 529 0.22% 0.22% 1103 +125 1.93% Q4 2025 Feb 12, 2026
HBW ADVISORY SERVICES LLC History Reduced 6,549 525 0.06% 0.09% 1104 -3,727 -36.27% Q4 2025 Jan 23, 2026
Graetz Wealth LLC History New 6,527 523 0.48% — 1105 +6,527 New Q4 2025 Feb 12, 2026
Relyea Zuckerberg Hanson LLC History Added to 6,518 522 0.05% 0.05% 1106 +19 0.29% Q4 2025 Jan 20, 2026
FIRST NATIONAL BANK OF OMAHA History New 6,412 518 0.02% — 1107 +6,412 New Q4 2025 Feb 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 6,468 518 0.07% 0.06% 1108 +1,335 26.01% Q4 2025 Jan 23, 2026
TSG Advice Partners, LLC History New 6,434 516 0.08% — 1109 +6,434 New Q4 2025 Feb 17, 2026
Leverty Financial Group, LLC History Reduced 6,367 510 0.12% 0.19% 1111 -3,102 -32.76% Q4 2025 Jan 09, 2026
Carmel Capital Partners, LLC History Added to 6,358 510 0.18% 0.19% 1110 +666 11.7% Q4 2025 Jan 29, 2026
VISIONARY HORIZONS, LLC History Added to 6,334 508 0.26% 0.26% 1112 +410 6.92% Q4 2025 Jan 23, 2026
Magnolia Private Wealth, LLC History Added to 6,298 505 0.35% 0.31% 1114 +818 14.93% Q4 2025 Feb 06, 2026
MY Wealth Management Inc. History No change 6,301 505 0.44% 0.43% 1113 0 0.0% Q4 2025 Feb 10, 2026
Waterway Wealth Management, LLC History Added to 6,283 504 0.11% 0.09% 1115 +1,368 27.83% Q4 2025 Feb 17, 2026
Joel Adams & Associates, Inc. History Added to 6,274 503 0.38% 0.36% 1116 +637 11.3% Q4 2025 Jan 27, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 6,130 500 0.02% 0.03% 1117 +471 8.32% Q4 2025 Feb 03, 2026
Integrated Advisors Network LLC History Added to 6,231 499 0.02% 0.02% 1118 +191 3.16% Q4 2025 Feb 17, 2026
Destiny Wealth Partners, LLC History Reduced 6,134 499 0.06% 0.06% 1119 -55 -0.89% Q4 2025 Feb 03, 2026
Global Trust Asset Management, LLC History Reduced 6,209 498 0.2% 0.29% 1120 -1,993 -24.3% Q4 2025 Jan 20, 2026
Milestone Asset Management Group, LLC History Reduced 6,216 498 0.28% 0.31% 1121 -123 -1.94% Q4 2025 Feb 03, 2026
Northstar Group, Inc. History No change 6,175 495 0.07% 0.07% 1122 0 0.0% Q4 2025 Feb 13, 2026
FLC Capital Advisors History No change 6,151 493 0.09% 0.09% 1123 0 0.0% Q4 2025 Feb 11, 2026
Lantern Wealth Advisors, LLC History Added to 6,119 490 0.26% 0.17% 1125 +1,926 45.93% Q4 2025 Feb 17, 2026
CPC Advisors, LLC History Added to 6,112 490 0.05% 0.05% 1124 +33 0.54% Q4 2025 Jan 28, 2026
Flower City Capital History Added to 6,096 489 0.25% 0.25% 1127 +274 4.71% Q4 2025 Jan 22, 2026
Ironwood Financial, llc History Added to 5,982 489 0.08% 0.08% 1126 +7 0.12% Q4 2025 Jan 15, 2026
Plan A Wealth LLC History Reduced 6,077 487 0.24% 0.3% 1129 -1,503 -19.83% Q4 2025 Feb 06, 2026
Trust Co of the South History No change 6,079 487 0.08% 0.08% 1128 0 0.0% Q4 2025 Jan 05, 2026
MJP ASSOCIATES INC /ADV History Reduced 6,051 485 0.06% 0.08% 1130 -1,497 -19.83% Q4 2025 Feb 06, 2026
Drucker Wealth 3.0, LLC History Reduced 6,055 485 0.09% 0.09% 1131 -581 -8.76% Q4 2025 Feb 03, 2026
Shira Ridge Wealth Management History Reduced 6,038 484 0.19% 0.2% 1132 -13 -0.21% Q4 2025 Jan 12, 2026
PAX Financial Group, LLC History Reduced 6,032 483 0.08% 0.09% 1133 -479 -7.36% Q4 2025 Feb 05, 2026
Waterfront Wealth Inc. History Added to 6,022 482 0.09% 0.06% 1134 +2,387 65.67% Q4 2025 Jan 27, 2026
Liberty Capital Management, Inc. History No change 5,954 477 0.09% 0.09% 1135 0 0.0% Q4 2025 Jan 26, 2026
Capital Asset Advisory Services LLC History No change 5,854 476 0.02% 0.02% 1136 0 0.0% Q4 2025 Jan 09, 2026
Sonoma Allocations LLC History Added to 5,814 475 0.16% 0.15% 1137 +337 6.15% Q4 2025 Feb 23, 2026
Wilson & Boucher Capital Management, LLC History No change 5,900 473 0.31% 0.3% 1138 0 0.0% Q4 2025 Feb 05, 2026
Targeted Financial Services LLC History New 5,877 471 0.41% — 1140 +5,877 New Q4 2025 Mar 03, 2026
Vontobel Holding Ltd. History Added to 5,873 471 0.0% 0.0% 1139 +2,612 80.1% Q4 2025 Feb 13, 2026
May Barnhard Investments LLC History Added to 5,868 470 0.22% 0.12% 1141 +2,608 80.0% Q4 2025 Jan 28, 2026
Financial Life Planners History Added to 5,865 470 0.34% 0.31% 1142 +17 0.29% Q4 2025 Jan 29, 2026
B. Riley Wealth Advisors, Inc. History Reduced 5,849 469 0.02% 0.02% 1143 -579 -9.01% Q4 2025 Feb 17, 2026
Vigilare Wealth Management History Reduced 5,857 469 0.16% 0.16% 1144 -95 -1.6% Q4 2025 Jan 07, 2026
Fisher Asset Management, LLC History Reduced 5,678 455 0.0% 0.0% 1145 -2,416 -29.85% Q4 2025 Feb 09, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 5,627 451 0.04% 0.04% 1146 0 0.0% Q4 2025 Jan 12, 2026
CWA Asset Management Group, LLC History Added to 5,614 450 0.02% 0.01% 1147 +541 10.66% Q4 2025 Jan 07, 2026
HB Wealth Management, LLC History Added to 5,593 448 0.0% 0.0% 1148 +21 0.38% Q4 2025 Jan 28, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 5,577 447 0.03% 0.03% 1149 +78 1.42% Q4 2025 Feb 10, 2026
TPG Financial Advisors, LLC History No change 5,575 447 0.15% 0.16% 1150 0 0.0% Q4 2025 Feb 06, 2026
Bright Futures Wealth Management, LLC. History Reduced 5,570 446 0.33% 0.35% 1151 -129 -2.26% Q4 2025 Feb 05, 2026
Colonial River Investments, LLC History Reduced 5,557 445 0.16% 0.21% 1152 -1,576 -22.09% Q4 2025 Feb 04, 2026
Westside Investment Management, Inc. History Added to 5,544 444 0.07% 0.07% 1153 +80 1.46% Q4 2025 Jan 23, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 5,402 433 0.3% 0.32% 1154 -11 -0.2% Q4 2025 Feb 05, 2026
Ancora Advisors LLC History New 5,338 428 0.01% — 1155 +5,338 New Q4 2025 Feb 17, 2026
VESTIA PERSONAL WEALTH ADVISORS History Added to 84,950 427 0.22% 0.25% 1157 +2,799 3.41% Q4 2025 Jan 27, 2026
Essex Bank History Added to 5,334 427 0.09% 0.09% 1156 +307 6.11% Q4 2025 Feb 02, 2026
Approach Retirement Advisors, LLC History New 5,305 425 0.37% — 1158 +5,305 New Q4 2025 Jan 29, 2026
DGS Capital Management, LLC History Added to 5,285 423 0.07% 0.05% 1159 +1,706 47.67% Q4 2025 Feb 24, 2026
Arrowroot Family Office, LLC History Reduced 5,270 422 0.15% 0.17% 1160 -142 -2.62% Q4 2025 Feb 11, 2026
Patten Group, Inc. History Reduced 5,256 421 0.08% 0.08% 1161 -201 -3.68% Q4 2025 Jan 23, 2026
Networth Advisors, LLC History New 5,219 418 0.31% — 1162 +5,219 New Q4 2025 Jan 22, 2026
High Falls Advisors, Inc History Added to 5,179 415 0.08% 0.08% 1163 +116 2.29% Q4 2025 Feb 18, 2026
Hardy Reed LLC History No change 5,177 415 0.03% 0.03% 1164 0 0.0% Q4 2025 Feb 06, 2026
Traveka Wealth, LLC History New 5,134 411 0.17% — 1165 +5,134 New Q4 2025 Jan 08, 2026
BECK CAPITAL MANAGEMENT, LLC History New 5,107 409 0.1% — 1166 +5,107 New Q4 2025 Feb 13, 2026
Canvas Wealth Advisors, LLC History Added to 5,097 408 0.07% 0.05% 1167 +1,692 49.69% Q4 2025 Jan 12, 2026
Bernardo Wealth Planning LLC History Added to 5,085 407 0.08% 0.08% 1168 +24 0.47% Q4 2025 Jan 26, 2026
AJ Advisors, LLC History Reduced 5,048 404 0.15% 0.18% 1171 -522 -9.37% Q4 2025 Jan 21, 2026
Laraway Financial Advisors Inc History Reduced 5,044 404 0.26% 0.27% 1170 -52 -1.02% Q4 2025 Feb 13, 2026
ROMANO BROTHERS AND COMPANY History No change 5,042 404 0.05% 0.05% 1169 0 0.0% Q4 2025 Jan 14, 2026
TCP Asset Management, LLC History No change 5,040 404 0.07% 0.07% 1172 0 0.0% Q4 2025 Jan 07, 2026
Buska Wealth Management, LLC History Added to 5,024 403 0.15% 0.09% 1173 +983 24.33% Q4 2025 Jan 22, 2026
Diligent Investors, LLC History Reduced 5,000 401 0.1% 0.11% 1174 -370 -6.89% Q4 2025 Jan 23, 2026
3EDGE Asset Management, LP History Reduced 5,002 401 0.02% 0.02% 1175 -40 -0.79% Q4 2025 Feb 06, 2026
Conservest Capital Advisors, Inc. History Added to 4,976 399 0.04% 0.03% 1176 +1,103 28.48% Q4 2025 Feb 12, 2026
Santori & Peters, Inc. History No change 4,984 399 0.14% 0.14% 1177 0 0.0% Q4 2025 Jan 15, 2026
Nicholas Hoffman & Company, LLC. History Added to 4,958 397 0.01% 0.01% 1179 +1,838 58.91% Q4 2025 Feb 02, 2026
ABNER HERRMAN & BROCK LLC History Reduced 4,950 397 0.04% 0.04% 1178 -219 -4.24% Q4 2025 Jan 06, 2026
Unify Financial Advisors History New 4,932 395 0.41% — 1180 +4,932 New Q4 2025 Apr 08, 2026
Heartwood Wealth Advisors LLC History No change 4,876 391 0.04% 0.04% 1181 0 0.0% Q4 2025 Jan 12, 2026
Stratos Wealth Advisors, LLC History Reduced 4,865 390 0.02% 0.04% 1182 -7,019 -59.06% Q4 2025 Jan 20, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 4,847 388 0.04% 0.04% 1183 +25 0.52% Q4 2025 Jan 27, 2026
Fortis Advisors, LLC History Added to 4,812 386 0.21% 0.21% 1184 +14 0.29% Q4 2025 Feb 10, 2026
Buck Wealth Strategies, LLC History Reduced 4,807 385 0.05% 0.06% 1187 -1,145 -19.24% Q4 2025 Feb 03, 2026
Steigerwald, Gordon & Koch Inc. History No change 4,804 385 0.04% 0.04% 1185 0 0.0% Q4 2025 Jan 23, 2026
Intelligence Driven Advisers, LLC History No change 4,800 385 0.06% 0.05% 1186 0 0.0% Q4 2025 Jan 23, 2026
FINANCIAL CONSULATE, INC History Added to 4,759 381 0.05% 0.04% 1188 +707 17.45% Q4 2025 Jan 22, 2026
Arax Advisory Partners History New 4,745 380 0.01% — 1189 +4,745 New Q4 2025 Feb 13, 2026
Rayburn West Financial Services LLC History New 4,736 379 0.24% — 1190 +4,736 New Q4 2025 Feb 05, 2026
FIDUCIENT ADVISORS LLC History No change 4,690 376 0.05% 0.04% 1191 0 0.0% Q4 2025 Feb 10, 2026
Frisch Financial Group, Inc. History Reduced 4,671 374 0.08% 0.1% 1192 -780 -14.31% Q4 2025 Feb 06, 2026
Rothschild Wealth LLC History No change 4,662 374 0.04% 0.08% 1193 0 0.0% Q4 2025 Feb 17, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 4,642 372 0.04% 0.04% 1194 -83 -1.76% Q4 2025 Feb 04, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 4,632 371 0.07% 0.07% 1195 -227 -4.67% Q4 2025 Jan 28, 2026
Claro Advisors Inc. History Reduced 4,602 369 0.05% 0.05% 1196 -15 -0.32% Q4 2025 Feb 17, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 4,551 365 0.04% 0.05% 1197 -480 -9.54% Q4 2025 Jan 09, 2026
Fifth Third Wealth Advisors LLC History New 4,539 364 0.01% — 1198 +4,539 New Q4 2025 Jan 15, 2026
CIBC Asset Management Inc History New 4,532 363 0.0% — 1199 +4,532 New Q4 2025 Feb 10, 2026
Willis Johnson & Associates, Inc. History Reduced 4,537 363 0.02% 0.02% 1200 -35 -0.77% Q4 2025 Jan 22, 2026
Retirement Management Systems Inc. History New 4,469 358 0.09% — 1202 +4,469 New Q4 2025 Feb 12, 2026
Two West Capital Advisors LLC History Added to 4,474 358 0.21% 0.15% 1201 +1,359 43.63% Q4 2025 Jan 13, 2026
Woodside Wealth Management LLC History Added to 4,447 356 0.27% 0.27% 1203 +16 0.36% Q4 2025 Jan 30, 2026
Ignite Planners, LLC History Added to 4,362 355 0.05% 0.05% 1204 +464 11.9% Q4 2025 Feb 06, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 4,389 352 0.16% — 1208 +4,389 New Q4 2025 Feb 17, 2026
WEALTH ALLIANCE, LLC History Reduced 4,390 352 0.03% 0.05% 1205 -1,504 -25.52% Q4 2025 Feb 13, 2026
Cerro Pacific Wealth Advisors LLC History No change 4,388 352 0.09% 0.09% 1206 0 0.0% Q4 2025 Feb 02, 2026
Howard Capital Management Group, LLC History No change 4,396 352 0.02% 0.02% 1207 0 0.0% Q4 2025 Jan 16, 2026
Mystic Asset Management, Inc. History Added to 4,376 351 0.08% 0.06% 1209 +800 22.37% Q4 2025 Jan 28, 2026
Hillman Capital Management, Inc. History New 4,362 349 0.22% — 1210 +4,362 New Q4 2025 Feb 17, 2026
Green Ridge Wealth Planning LLC History New 4,355 349 0.18% — 1211 +4,355 New Q4 2025 Mar 11, 2026
Certified Advisory Corp History Added to 4,349 348 0.03% 0.03% 1212 +12 0.28% Q4 2025 Jan 12, 2026
Euro Pacific Asset Management, LLC History Added to 4,331 347 0.04% 0.03% 1214 +1,027 31.08% Q4 2025 Jan 21, 2026
Inscription Capital, LLC History Added to 4,329 347 0.04% 0.04% 1213 +66 1.55% Q4 2025 Jan 29, 2026
Element Wealth, LLC History Added to 4,302 345 0.14% 0.15% 1215 +14 0.33% Q4 2025 Feb 13, 2026
CRUX WEALTH ADVISORS History New 4,298 344 0.13% — 1218 +4,298 New Q4 2025 Jan 21, 2026
MATHER GROUP, LLC. History Reduced 4,296 344 0.0% 0.0% 1216 -248 -5.46% Q4 2025 Jan 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 4,292 344 0.07% 0.08% 1217 +157 3.8% Q4 2025 Feb 13, 2026
DAGCO, INC. History Reduced 4,281 343 0.08% 0.09% 1219 -204 -4.55% Q4 2025 Jan 08, 2026
Strong Tower Advisory Services History Reduced 4,272 342 0.06% 0.7% 1220 -42,800 -90.92% Q4 2025 Jan 23, 2026
Platform Technology Partners History Added to 4,235 339 0.07% 0.07% 1221 +390 10.14% Q4 2025 Feb 13, 2026
GUIDANCE CAPITAL, INC History Added to 4,167 337 0.08% 0.09% 1222 +64 1.56% Q4 2025 Jan 23, 2026
Widmann Financial Services, Inc. History Added to 4,183 335 0.2% 0.19% 1224 +215 5.42% Q4 2025 Feb 18, 2026
BCGM Wealth Management, LLC History Added to 4,187 335 0.09% 0.08% 1223 +56 1.36% Q4 2025 Jan 07, 2026
Kovitz Investment Group Partners, LLC History Reduced 4,157 333 0.01% 0.09% 1225 -280,213 -98.54% Q4 2025 Feb 20, 2026
Tarbox Family Office, Inc. History New 4,142 332 0.05% — 1226 +4,142 New Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History Reduced 4,144 332 0.01% 0.02% 1227 -3,056 -42.44% Q4 2025 Feb 17, 2026
AMARA FINANCIAL, LLC. History Added to 4,128 331 0.23% 0.24% 1228 +7 0.17% Q4 2025 Feb 03, 2026
Signature Equity Partners, LLC History New 4,124 330 0.18% — 1230 +4,124 New Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 4,124 330 0.01% 0.01% 1229 -854 -17.16% Q4 2025 Jan 20, 2026
Schulz Wealth, LTD. History Added to 4,110 329 0.21% 0.21% 1231 +23 0.56% Q4 2025 Feb 05, 2026
Selby Wealth Management, LLC History New 4,092 328 0.13% — 1232 +4,092 New Q4 2025 Feb 13, 2026
Concorde Asset Management, LLC History Reduced 4,056 325 0.13% 0.14% 1233 -70 -1.7% Q4 2025 Feb 13, 2026
Apriem Advisors History Reduced 4,041 324 0.03% 0.03% 1235 -593 -12.8% Q4 2025 Feb 13, 2026
Opus Capital Group, LLC History Reduced 4,035 324 0.04% 0.04% 1234 -228 -5.35% Q4 2025 Jan 30, 2026
Fiduciary Group, LLC History Added to 4,038 323 0.03% 0.03% 1236 +95 2.41% Q4 2025 Feb 12, 2026
Western Financial Corp/CA History Reduced 4,019 322 0.13% 0.14% 1237 -160 -3.83% Q4 2025 Jan 21, 2026
Successful Portfolios LLC History New 3,933 321 0.16% — 1239 +3,933 New Q4 2025 Jan 23, 2026
Argent Trust Co History No change 4,011 321 0.01% 0.01% 1238 0 0.0% Q4 2025 Feb 10, 2026
Zhang Financial LLC History New 3,988 319 0.01% — 1240 +3,988 New Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 3,965 318 0.02% 0.02% 1241 +53 1.35% Q4 2025 Jan 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 3,972 318 0.0% 0.0% 1242 0 0.0% Q4 2025 Feb 13, 2026
HARBOR ADVISORY CORP /MA/ History No change 3,936 315 0.1% 0.09% 1243 0 0.0% Q4 2025 Feb 06, 2026
Briaud Financial Planning, Inc History No change 3,905 313 0.08% 0.1% 1244 0 0.0% Q4 2025 Jan 28, 2026
SMI Advisory Services, LLC History Reduced 3,816 312 0.05% 0.06% 1245 -41 -1.06% Q4 2025 Jan 13, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 3,878 311 0.1% 0.1% 1246 -71 -1.8% Q4 2025 Jan 07, 2026
Investment Research Partners LLC History Added to 3,878 311 0.13% 0.14% 1247 +14 0.36% Q4 2025 Feb 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 3,854 309 0.01% 0.01% 1248 -90 -2.28% Q4 2025 Jan 16, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 3,844 308 0.22% 0.23% 1250 -15 -0.39% Q4 2025 Feb 13, 2026
Edgemoor Investment Advisors, Inc. History No change 3,847 308 0.02% 0.02% 1249 0 0.0% Q4 2025 Feb 10, 2026
Prosperity Wealth Management, Inc. History New 3,835 307 0.1% — 1251 +3,835 New Q4 2025 Mar 27, 2026
Van Diest Capital, LLC History New 3,808 305 0.46% — 1253 +3,808 New Q4 2025 Feb 19, 2026
Meridian Wealth Advisors, LLC History Added to 3,808 305 0.04% 0.04% 1252 +4 0.11% Q4 2025 Feb 17, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 3,786 303 0.25% 0.25% 1254 +203 5.67% Q4 2025 Jan 08, 2026
FF Advisors,LLC History No change 3,783 303 0.13% 0.14% 1255 0 0.0% Q4 2025 Feb 13, 2026
Integrity Investment Advisors, LLC History New 3,762 301 0.17% — 1257 +3,762 New Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History New 3,761 301 0.0% — 1256 +3,761 New Q4 2025 Feb 17, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Reduced 3,746 300 0.03% 0.05% 1259 -2,790 -42.69% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 3,745 300 0.01% 0.01% 1258 +940 33.51% Q4 2025 Jan 23, 2026
OBSIDIAN CIO, LLC History Added to 3,736 299 0.44% 0.03% 1260 +828 28.47% Q4 2025 Feb 18, 2026
Presidio Capital Management, LLC History Added to 3,738 299 0.09% 0.09% 1261 +498 15.37% Q4 2025 Jan 15, 2026
Peak Retirement Planning, Inc. History New 3,693 296 0.07% — 1262 +3,693 New Q4 2025 Feb 10, 2026
Balboa Wealth Partners History Added to 3,688 295 0.05% 0.04% 1263 +595 19.24% Q4 2025 Jan 16, 2026
Cambria Investment Management, L.P. History Added to 3,662 293 0.02% 0.01% 1264 +833 29.45% Q4 2025 Feb 17, 2026
Elser Financial Planning, Inc History New 3,646 292 0.21% — 1265 +3,646 New Q4 2025 Jan 15, 2026
Founders Financial Alliance, LLC History Added to 3,614 289 0.05% 0.04% 1266 +977 37.05% Q4 2025 Feb 12, 2026
Plan Group Financial, LLC History Reduced 3,604 289 0.08% 0.09% 1267 -611 -14.5% Q4 2025 Feb 03, 2026
James J. Burns & Company, LLC History New 3,575 286 0.04% — 1268 +3,575 New Q4 2025 Jan 23, 2026
Atlanta Consulting Group Advisors, LLC History Added to 3,561 285 0.06% 0.05% 1269 +754 26.86% Q4 2025 Feb 11, 2026
SHP Wealth Management History New 3,516 282 0.02% — 1271 +3,516 New Q4 2025 Mar 04, 2026
Cresset Asset Management, LLC History Added to 3,520 282 0.0% 0.0% 1270 +309 9.62% Q4 2025 Feb 17, 2026
McAdam, LLC History New 3,493 280 0.01% — 1272 +3,493 New Q4 2025 Feb 13, 2026
Trail Ridge Investment Advisors, LLC History Reduced 3,501 280 0.12% 0.14% 1274 -531 -13.17% Q4 2025 Jan 28, 2026
SlateStone Wealth, LLC History No change 3,496 280 0.02% 0.02% 1273 0 0.0% Q4 2025 Feb 11, 2026
Boulder Wealth Advisors, LLC History Reduced 3,486 279 0.12% 0.13% 1275 -187 -5.09% Q4 2025 Feb 05, 2026
Rossby Financial, LCC History Reduced 3,444 276 0.09% 0.11% 1276 -844 -19.68% Q4 2025 Feb 12, 2026
ProVise Management Group, LLC History Reduced 3,429 275 0.02% 0.02% 1277 -125 -3.52% Q4 2025 Jan 29, 2026
Claris Financial LLC History Reduced 3,417 274 0.15% 0.23% 1278 -1,843 -35.04% Q4 2025 Feb 19, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 3,405 273 0.04% 0.05% 1279 -70 -2.01% Q4 2025 Feb 04, 2026
Pictet North America Advisors SA History New 3,362 269 0.03% — 1280 +3,362 New Q4 2025 Jan 16, 2026
Colter Lewis Investment Partners LLC History New 3,358 269 0.31% — 1281 +3,358 New Q4 2025 Feb 17, 2026
Capasso Planning Partners LLC History Added to 3,353 268 0.15% 0.16% 1282 +97 2.98% Q4 2025 Feb 17, 2026
Cypress Capital Management LLC (WY) History No change 3,333 267 0.25% 0.24% 1283 0 0.0% Q4 2025 Feb 09, 2026
FULTON BANK, N.A. History No change 3,319 266 0.01% 0.01% 1284 0 0.0% Q4 2025 Jan 08, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 3,304 265 0.11% 0.12% 1285 +10 0.3% Q4 2025 Jan 22, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 3,296 264 0.02% 0.01% 1286 +22 0.67% Q4 2025 Jan 23, 2026
Sunburst Financial Group, LLC History New 3,283 263 0.05% — 1288 +3,283 New Q4 2025 Jan 21, 2026
SOMERVILLE KURT F History Added to 3,290 263 0.04% 0.04% 1287 +290 9.67% Q4 2025 Feb 17, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 3,286 263 0.16% 0.17% 1289 0 0.0% Q4 2025 Feb 24, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History New 3,264 261 0.0% — 1290 +3,264 New Q4 2025 Feb 13, 2026
Legacy Wealth Partners, LLC History New 3,254 261 0.07% — 1291 +3,254 New Q4 2025 Feb 17, 2026
Glenview Trust Co History New 3,244 260 0.0% — 1293 +3,244 New Q4 2025 Feb 09, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 3,243 260 0.01% 0.01% 1292 -151 -4.45% Q4 2025 Feb 10, 2026
Penbrook Management LLC History Reduced 3,200 256 0.18% 0.19% 1294 -300 -8.57% Q4 2025 Jan 06, 2026
City Center Advisors, LLC History Added to 3,190 255 0.23% 0.21% 1296 +460 16.85% Q4 2025 Jan 05, 2026
Shotwell Rutter Baer Inc History Reduced 3,154 255 0.15% 0.16% 1295 -77 -2.38% Q4 2025 Jan 12, 2026
Castleview Partners, LLC History New 3,172 254 0.13% — 1297 +3,172 New Q4 2025 Jan 12, 2026
CHOREO, LLC History Reduced 3,123 252 0.0% 0.0% 1298 -104 -3.22% Q4 2025 Jan 23, 2026
FineMark National Bank & Trust History Added to 3,137 251 0.01% 0.01% 1299 +22 0.71% Q4 2025 Feb 12, 2026
Boomfish Wealth Group, LLC History No change 3,067 246 0.13% 0.13% 1300 0 0.0% Q4 2025 Jan 21, 2026
NDVR, Inc. History No change 3,077 246 0.2% 0.2% 1301 0 0.0% Q4 2025 Feb 12, 2026
Blue Line Capital, LLC / IL History New 3,059 245 0.29% — 1304 +3,059 New Q4 2025 Feb 17, 2026
Aaron Wealth Advisors LLC History Reduced 3,055 245 0.01% 0.01% 1303 -122 -3.84% Q4 2025 Jan 21, 2026
Linscomb Wealth, Inc. History No change 3,056 245 0.01% 0.01% 1302 0 0.0% Q4 2025 Feb 10, 2026
New Harbor Financial Group, LLC History Reduced 3,050 244 0.04% 0.08% 1305 -2,006 -39.68% Q4 2025 Jan 30, 2026
Fusion Family Wealth, LLC History Reduced 3,045 244 0.02% 0.02% 1306 -822 -21.26% Q4 2025 Feb 04, 2026
Cedar Wealth Management, LLC History Added to 3,031 243 0.07% 0.01% 1307 +2,753 990.29% Q4 2025 Feb 06, 2026
WBI INVESTMENTS, LLC History Reduced 3,025 242 0.06% 0.06% 1308 -17 -0.56% Q4 2025 Feb 13, 2026
Bawa N Mallick Trust History No change 3,000 240 0.09% 0.09% 1309 0 0.0% Q4 2025 Mar 12, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 2,983 239 0.08% 0.09% 1312 +5 0.17% Q4 2025 Feb 13, 2026
MOLLER WEALTH PARTNERS History No change 2,984 239 0.05% 0.05% 1310 0 0.0% Q4 2025 Jan 08, 2026
Sequent Asset Management, LLC History No change 2,983 239 0.11% 0.11% 1311 0 0.0% Q4 2025 Feb 10, 2026
M3 Advisory Group, LLC History No change 2,975 238 0.15% 0.15% 1313 0 0.0% Q4 2025 Jan 16, 2026
Iron Gate Global Advisors LLC History Reduced 2,956 237 0.02% 0.02% 1314 -12 -0.4% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 2,929 234 0.01% 0.01% 1317 +234 8.68% Q4 2025 Jan 26, 2026
Sequent Planning LLC History Reduced 2,929 234 0.06% 0.07% 1318 -70 -2.33% Q4 2025 Feb 05, 2026
Crescent Grove Advisors, LLC History No change 2,929 234 0.02% 0.02% 1315 0 0.0% Q4 2025 Feb 11, 2026
Kaydan Wealth Management, Inc. History No change 2,925 234 0.07% 0.07% 1316 0 0.0% Q4 2025 Jan 12, 2026
Orion Capital Management LLC History Reduced 2,914 233 0.08% 0.1% 1319 -721 -19.83% Q4 2025 Feb 03, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 2,906 233 0.03% 0.03% 1320 +91 3.23% Q4 2025 Jan 23, 2026
F/m Investments LLC History Added to 2,897 232 0.01% 0.01% 1321 +35 1.22% Q4 2025 Feb 03, 2026
Second Line Capital, LLC History New 2,882 231 0.05% — 1322 +2,882 New Q4 2025 Feb 17, 2026
Wilkerson Advisory Group LLC History New 2,881 231 0.08% — 1324 +2,881 New Q4 2025 Feb 13, 2026
Breakwater Investment Management History No change 2,887 231 0.08% 0.08% 1323 0 0.0% Q4 2025 Feb 02, 2026
SageGuard Financial Group, LLC History New 2,868 230 0.04% — 1327 +2,868 New Q4 2025 Jan 27, 2026
Center For Asset Management LLC History Added to 2,878 230 0.12% 0.12% 1326 +112 4.05% Q4 2025 Jan 21, 2026
MRWM Advisors, LLC History Added to 2,877 230 0.12% 0.13% 1325 +10 0.35% Q4 2025 Jan 26, 2026
Pinnacle Bancorp, Inc. History Reduced 2,857 229 0.07% 0.07% 1328 -41 -1.41% Q4 2025 Jan 22, 2026
CX Institutional History Reduced 2,828 227 0.01% 0.01% 1329 -538 -15.98% Q4 2025 Feb 02, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Added to 2,834 227 0.21% 0.2% 1330 +46 1.65% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 2,813 225 0.02% 0.03% 1333 -1,853 -39.71% Q4 2025 Feb 03, 2026
Busey Bank History No change 2,805 225 0.01% 0.01% 1331 0 0.0% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History No change 2,805 225 0.02% 0.02% 1332 0 0.0% Q4 2025 Feb 13, 2026
CogentBlue Wealth Advisors, LLC History No change 2,796 224 0.15% 0.15% 1334 0 0.0% Q4 2025 Jan 16, 2026
EWA, LLC History New 2,786 223 0.05% — 1337 +2,786 New Q4 2025 Feb 03, 2026
Measured Risk Portfolios, Inc. History Added to 2,787 223 0.22% 0.2% 1336 +65 2.39% Q4 2025 Jan 27, 2026
WELCH & FORBES LLC History Added to 2,786 223 0.0% 0.0% 1335 +11 0.4% Q4 2025 Feb 10, 2026
DAVIS R M INC History New 2,777 222 0.0% — 1338 +2,777 New Q4 2025 Feb 12, 2026
Werba Rubin Papier Wealth Management History New 2,768 222 0.06% — 1340 +2,768 New Q4 2025 Jan 27, 2026
BROWN WEALTH MANAGEMENT, LLC History New 2,768 222 0.06% — 1341 +2,768 New Q4 2025 Feb 06, 2026
Kendall Capital Management History No change 2,768 222 0.05% 0.05% 1339 0 0.0% Q4 2025 Jan 16, 2026
Valeo Financial Advisors, LLC History New 2,766 221 0.0% — 1343 +2,766 New Q4 2025 Feb 04, 2026
Oldfather Financial Services, LLC History New 2,763 221 0.07% — 1345 +2,763 New Q4 2025 Jan 16, 2026
Main Street Financial Solutions, LLC History Added to 2,767 221 0.02% 0.01% 1344 +52 1.92% Q4 2025 Feb 17, 2026
FAGAN ASSOCIATES, INC. History No change 2,759 221 0.03% 0.03% 1342 0 0.0% Q4 2025 Jan 30, 2026
REGIONS FINANCIAL CORP History New 2,754 220 0.0% — 1346 +2,754 New Q4 2025 Jan 27, 2026
Hippocratic Financial Advisors, LLC History Added to 2,744 220 0.1% 0.1% 1348 +8 0.29% Q4 2025 Jan 20, 2026
Coastal Bridge Advisors, LLC History No change 2,754 220 0.02% 0.02% 1347 0 0.0% Q4 2025 Feb 18, 2026
Broussard Financial Group LLC History New 2,738 219 0.18% — 1349 +2,738 New Q4 2025 Feb 02, 2026
SigFig Wealth Management, LLC History New 2,722 218 0.01% — 1350 +2,722 New Q4 2025 Jan 16, 2026
Lakeshore Financial Planning, Inc. History New 2,713 217 0.08% — 1353 +2,713 New Q4 2025 Feb 17, 2026
Silver Grove Financial Group, Inc. History New 2,710 217 0.19% — 1355 +2,710 New Q4 2025 Feb 17, 2026
Cornerstone Planning Group LLC History Added to 2,662 217 0.03% 0.02% 1352 +1,784 203.19% Q4 2025 Feb 02, 2026
Rockline Wealth Management, LLC History Reduced 2,710 217 0.04% 0.05% 1354 -316 -10.44% Q4 2025 Feb 10, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,716 217 0.14% 0.14% 1351 0 0.0% Q4 2025 Feb 17, 2026
Markin Asset Management, LP History New 2,685 215 0.24% — 1356 +2,685 New Q4 2025 Feb 13, 2026
Quartz Partners, LLC History New 2,677 214 0.08% — 1357 +2,677 New Q4 2025 Feb 13, 2026
Moran Wealth Management, LLC History New 2,659 213 0.01% — 1358 +2,659 New Q4 2025 Jan 26, 2026
Symphony Financial, Ltd. Co. History New 2,623 211 0.03% — 1360 +2,623 New Q4 2025 Feb 11, 2026
Williams Jones Wealth Management, LLC. History Added to 2,636 211 0.0% 0.0% 1359 +34 1.31% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History No change 2,633 211 0.01% 0.01% 1361 0 0.0% Q4 2025 Jan 23, 2026
Essex Financial Services, Inc. History New 2,619 210 0.01% — 1363 +2,619 New Q4 2025 Feb 10, 2026
CULBERTSON A N & CO INC History Reduced 2,624 210 0.03% 0.03% 1362 -250 -8.7% Q4 2025 Jan 21, 2026
Kapstone Financial Advisors LLC History No change 2,610 209 0.1% 0.1% 1364 0 0.0% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 2,593 208 0.0% — 1365 +2,593 New Q4 2025 Feb 17, 2026
MFA Wealth Services History Added to 2,599 208 0.14% 0.14% 1366 +8 0.31% Q4 2025 Jan 15, 2026
Florida Trust Wealth Management Co History New 2,581 207 0.01% — 1368 +2,581 New Q4 2025 Jan 20, 2026
Salomon & Ludwin, LLC History Added to 2,561 207 0.02% 0.01% 1369 +1,636 176.86% Q4 2025 Jan 28, 2026
Beech Hill Advisors, Inc. History Added to 2,592 207 0.1% 0.09% 1367 +36 1.41% Q4 2025 Jan 14, 2026
Members Trust Co History No change 2,580 206 0.01% 0.01% 1370 0 0.0% Q4 2025 Jan 15, 2026
Alpha Cubed Investments, LLC History New 2,548 204 0.01% — 1371 +2,548 New Q4 2025 Feb 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 2,548 204 0.01% — 1372 +2,548 New Q4 2025 Feb 12, 2026
TOWNSQUARE CAPITAL LLC History Reduced 2,534 203 0.05% 0.06% 1373 -2,114 -45.48% Q4 2025 Feb 11, 2026
STRATEGY ASSET MANAGERS LLC History New 2,528 202 0.03% — 1374 +2,528 New Q4 2025 Feb 11, 2026
Note Advisors, LLC History New 2,504 201 0.1% — 1376 +2,504 New Q4 2025 Feb 18, 2026
Strategic Financial Services, Inc. History Reduced 2,485 201 0.01% 0.01% 1375 -111 -4.28% Q4 2025 Feb 09, 2026
Sightline Wealth Advisors, LLC History New 2,504 200 0.09% — 1377 +2,504 New Q4 2025 Jan 26, 2026
PGIM Custom Harvest LLC History New 2,497 200 0.0% — 1378 +2,497 New Q4 2025 Feb 17, 2026
Barnes Dennig Private Wealth Management LLC History Added to 2,451 196 0.2% 0.11% 1379 +1,143 87.39% Q4 2025 Jan 14, 2026
Financial Gravity Asset Management, Inc. History Reduced 2,426 194 0.04% 0.04% 1380 -310 -11.33% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Reduced 2,413 193 0.0% 0.0% 1381 -236 -8.91% Q4 2025 Feb 17, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 2,397 192 0.03% 0.02% 1382 +643 36.66% Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History Added to 2,322 186 0.03% 0.02% 1383 +180 8.4% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 2,287 183 0.16% — 1384 +2,287 New Q4 2025 Feb 10, 2026
Glassman Wealth Services History Reduced 2,205 176 0.02% 0.02% 1385 -2 -0.09% Q4 2025 Jan 28, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 2,139 171 0.01% 0.01% 1386 0 0.0% Q4 2025 Jan 26, 2026
BLUELINE ADVISORS LLC History New 2,067 165 0.13% — 1387 +2,067 New Q4 2025 Feb 10, 2026
Park Square Financial Group, LLC History Added to 2,348 161 0.96% 0.79% 1388 +22 0.95% Q4 2025 Feb 05, 2026
Graney & King, LLC History Added to 1,996 160 0.09% 0.11% 1390 +1 0.05% Q4 2025 Feb 13, 2026
Indiana Trust & Investment Management Co History No change 2,000 160 0.05% 0.05% 1389 0 0.0% Q4 2025 Jan 21, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 1,930 154 0.01% 0.01% 1391 -572 -22.86% Q4 2025 Feb 12, 2026
Darwin Wealth Management, LLC History Added to 1,864 149 0.05% 0.04% 1392 +291 18.5% Q4 2025 Jan 22, 2026
Quent Capital, LLC History Added to 1,846 148 0.01% 0.0% 1393 +1,731 1505.22% Q4 2025 Jan 29, 2026
Crewe Advisors LLC History Added to 1,833 147 0.01% 0.01% 1394 +520 39.6% Q4 2025 Jan 16, 2026
GROUP ONE TRADING LLC History New 1,755 140 0.0% — 1395 +1,755 New Q4 2025 Feb 12, 2026
Strategic Advocates LLC History Added to 1,700 137 0.04% 0.02% 1396 +872 105.31% Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 1,702 136 0.02% — 1397 +1,702 New Q4 2025 Feb 09, 2026
Team Financial Group, LLC History Added to 1,683 134 0.06% 0.05% 1398 +239 16.55% Q4 2025 Jan 13, 2026
Financial Connections Group, Inc. History Added to 1,682 134 0.05% 0.05% 1399 +1 0.06% Q4 2025 Jan 23, 2026
Winthrop Capital Management, LLC History No change 1,650 132 0.03% 0.03% 1400 0 0.0% Q4 2025 Feb 10, 2026
Safe Harbor Fiduciary, LLC History New 1,611 129 0.11% — 1401 +1,611 New Q4 2025 Feb 17, 2026
Northwest Capital Management Inc History Reduced 1,547 124 0.54% 0.16% 1402 -401 -20.59% Q4 2025 Jan 26, 2026
Princeton Global Asset Management LLC History New 1,518 121 0.02% — 1404 +1,518 New Q4 2025 Jan 20, 2026
CENTRAL TRUST Co History Added to 1,517 121 0.0% 0.0% 1403 +337 28.56% Q4 2025 Feb 02, 2026
NEPC LLC History New 1,438 115 0.0% — 1406 +1,438 New Q4 2025 Feb 17, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 1,438 115 0.02% 0.02% 1405 -169 -10.52% Q4 2025 Feb 02, 2026
New Republic Capital, LLC History New 1,410 113 0.03% — 1408 +1,410 New Q4 2025 Feb 10, 2026
Newbridge Financial Services Group, Inc. History Added to 1,420 113 0.02% 0.02% 1407 +2 0.14% Q4 2025 Jan 21, 2026
Rialto Wealth Management, LLC History Reduced 1,396 111 0.03% 0.03% 1409 -90 -6.06% Q4 2025 Jan 12, 2026
BALLAST ADVISORS LLC History Reduced 1,261 101 0.03% 0.03% 1410 -123 -8.89% Q4 2025 Feb 03, 2026
LOWE BROCKENBROUGH & CO INC History Added to 1,243 99 0.0% 0.0% 1411 +1 0.08% Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History No change 1,244 99 0.01% 0.01% 1412 0 0.0% Q4 2025 Feb 10, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 1,213 97 0.03% 0.02% 1413 +165 15.74% Q4 2025 Feb 05, 2026
Harbor Asset Planning, Inc. History Added to 1,192 95 0.08% 0.08% 1414 +4 0.34% Q4 2025 Jan 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 1,165 93 0.03% — 1415 +1,165 New Q4 2025 Jan 20, 2026
HFM Investment Advisors, LLC History Added to 1,154 92 0.04% 0.03% 1416 +116 11.18% Q4 2025 Feb 05, 2026
Centerpoint Advisors, LLC History No change 1,119 90 0.03% 0.03% 1417 0 0.0% Q4 2025 Feb 13, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 1,097 88 0.02% — 1418 +1,097 New Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History Reduced 1,102 88 0.04% 0.07% 1419 -1,015 -47.95% Q4 2025 Feb 03, 2026
Beaird Harris Wealth Management, LLC History Added to 1,077 86 0.01% 0.01% 1420 +82 8.24% Q4 2025 Feb 23, 2026
New Millennium Group LLC History Added to 1,061 85 0.04% 0.03% 1421 +145 15.83% Q4 2025 Feb 06, 2026
Wealth Enhancement Trust Services, Inc. History New 1,054 84 0.01% — 1423 +1,054 New Q4 2025 Jan 27, 2026
Sound Income Strategies, LLC History Added to 1,036 84 0.0% 0.0% 1422 +425 69.56% Q4 2025 Jan 21, 2026
Clearstead Trust, LLC History Added to 1,037 83 0.01% 0.01% 1424 +387 59.54% Q4 2025 Feb 09, 2026
Meramec Financial Planners, LLC History New 1,000 81 0.03% — 1425 +1,000 New Q4 2025 Feb 10, 2026
Dunhill Financial, LLC History Added to 1,004 80 0.02% 0.02% 1426 +2 0.2% Q4 2025 Jan 29, 2026
United Community Bank History Reduced 985 79 0.03% 0.03% 1428 -210 -17.57% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History No change 993 79 0.01% 0.01% 1427 0 0.0% Q4 2025 Feb 20, 2026
North Ridge Wealth Advisors, Inc. History Added to 975 78 0.04% 0.04% 1429 +55 5.98% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 943 75 0.01% 0.01% 1430 0 0.0% Q4 2025 Jan 20, 2026
Smithfield Trust Co History No change 924 74 0.0% 0.0% 1431 0 0.0% Q4 2025 Feb 09, 2026
Winch Advisory Services, LLC History Reduced 920 73 0.02% 0.02% 1432 -23 -2.44% Q4 2025 Feb 03, 2026
Rosenberg Matthew Hamilton History No change 913 73 0.02% 0.02% 1433 0 0.0% Q4 2025 Jan 05, 2026
Commonwealth Retirement Investments LLC History New 897 71 0.02% — 1434 +897 New Q4 2025 Feb 11, 2026
Wealth Watch Advisors, INC History Added to 882 70 0.03% 0.02% 1436 +336 61.54% Q4 2025 Feb 17, 2026
CVA Family Office, LLC History No change 879 70 0.01% 0.01% 1435 0 0.0% Q4 2025 Jan 12, 2026
Vermillion Wealth Management, Inc. History No change 859 68 0.03% 0.02% 1437 0 0.0% Q4 2025 Feb 11, 2026
Hurley Capital, LLC History Added to 817 65 0.04% 0.03% 1439 +151 22.67% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 818 65 0.0% 0.0% 1438 +2 0.25% Q4 2025 Feb 10, 2026
Global Wealth Strategies & Associates History No change 799 64 0.02% 0.02% 1440 0 0.0% Q4 2025 Jan 02, 2026
Basepoint Wealth LLC History New 786 63 0.04% — 1441 +786 New Q4 2025 Feb 10, 2026
WINNOW WEALTH LLC History Added to 755 61 0.05% 0.05% 1443 +2 0.27% Q4 2025 Feb 11, 2026
Washington Trust Advisors, Inc. History No change 766 61 0.0% 0.0% 1442 0 0.0% Q4 2025 Feb 03, 2026
MassMutual Private Wealth & Trust, FSB History No change 750 60 0.0% 0.0% 1444 0 0.0% Q4 2025 Jan 07, 2026
Signature Resources Capital Management, LLC History Added to 740 59 0.03% 0.03% 1446 +23 3.21% Q4 2025 Jan 21, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 745 59 0.03% 0.02% 1445 0 0.0% Q4 2025 Jan 30, 2026
GW&K Investment Management, LLC History No change 708 57 0.0% 0.0% 1447 0 0.0% Q4 2025 Feb 11, 2026
CURIO WEALTH, LLC History New 699 56 0.02% — 1450 +699 New Q4 2025 Feb 11, 2026
FAS Wealth Partners, Inc. History Added to 706 56 0.0% 0.0% 1449 +398 129.22% Q4 2025 Feb 18, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 700 56 0.01% 0.01% 1448 0 0.0% Q4 2025 Feb 10, 2026
Miller Capital Partners, Inc. History New 671 53 0.03% — 1451 +671 New Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Reduced 649 52 0.01% 0.02% 1452 -316 -32.75% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History Added to 80 51 0.0% 0.0% 1453 +2 2.56% Q4 2025 Jan 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 641 51 0.0% 0.0% 1454 0 0.0% Q4 2025 Jan 07, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 625 50 0.01% 0.01% 1455 -8 -1.26% Q4 2025 Jan 15, 2026
North Star Investment Management Corp. History Added to 586 47 0.0% 0.0% 1456 +2 0.34% Q4 2025 Jan 30, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 582 46 0.03% 0.03% 1457 0 0.0% Q4 2025 Feb 17, 2026
Pacifica Partners Inc. History No change 580 46 0.02% 0.02% 1458 0 0.0% Q4 2025 Jan 09, 2026
Strive Financial Group ,LLC History New 557 44 0.02% — 1460 +557 New Q4 2025 Feb 18, 2026
Comprehensive Financial Planning, Inc./PA History No change 559 44 0.03% 0.03% 1459 0 0.0% Q4 2025 Feb 11, 2026
Quattro Advisors LLC History New 536 43 0.03% — 1461 +536 New Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 515 41 0.0% 0.0% 1462 0 0.0% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History No change 512 41 0.0% 0.0% 1463 0 0.0% Q4 2025 Jan 05, 2026
SWAN Capital LLC History New 508 40 0.02% — 1466 +508 New Q4 2025 Feb 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 499 40 0.01% 0.01% 1464 +1 0.2% Q4 2025 Jan 23, 2026
WEBSTER BANK, N. A. History No change 500 40 0.0% 0.0% 1465 0 0.0% Q4 2025 Jan 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 474 38 0.0% 0.0% 1467 -35 -6.88% Q4 2025 Jan 23, 2026
Heritage Wealth Advisors History No change 484 38 0.0% 0.0% 1468 0 0.0% Q4 2025 Feb 13, 2026
Frazier Financial Advisors, LLC History No change 463 37 0.02% 0.02% 1469 0 0.0% Q4 2025 Feb 09, 2026
Modus Advisors, LLC History New 453 36 0.01% — 1470 +453 New Q4 2025 Feb 11, 2026
Retirement Wealth Solutions LLC History No change 440 35 0.02% 0.02% 1471 0 0.0% Q4 2025 Jan 07, 2026
Valued Wealth Advisors LLC History New 433 34 0.01% — 1474 +433 New Q4 2025 Jan 30, 2026
Investment Research & Advisory Group, Inc. History New 430 34 0.01% — 1473 +430 New Q4 2025 Jan 20, 2026
Prestige Wealth Management Group LLC History No change 429 34 0.01% 0.01% 1472 0 0.0% Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History New 400 32 0.0% — 1475 +400 New Q4 2025 Jan 22, 2026
CONQUIS FINANCIAL LLC History New 384 30 0.03% — 1476 +384 New Q4 2025 Feb 11, 2026
CDKV HOLDINGS LLC History New 378 30 0.03% — 1477 +378 New Q4 2025 Feb 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 363 29 0.01% 0.02% 1479 -210 -36.65% Q4 2025 Jan 09, 2026
BFSG, LLC History Added to 372 29 0.0% 0.0% 1478 +206 124.1% Q4 2025 Jan 22, 2026
ORG Wealth Partners, LLC History Reduced 363 29 0.01% 0.01% 1480 -13 -3.46% Q4 2025 Jan 14, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 345 28 0.0% 0.0% 1481 +170 97.14% Q4 2025 Feb 09, 2026
VSM Wealth Advisory, LLC History No change 346 27 0.01% 0.01% 1482 0 0.0% Q4 2025 Feb 06, 2026
HHM Wealth Advisors, LLC History Reduced 305 24 0.0% 0.01% 1484 -311 -50.49% Q4 2025 Jan 22, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 300 24 0.01% 0.01% 1483 0 0.0% Q4 2025 Feb 12, 2026
Reyes Financial Architecture, Inc. History No change 300 24 0.01% 0.02% 1485 0 0.0% Q4 2025 Jan 26, 2026
Bogart Wealth, LLC History New 290 23 0.0% — 1487 +290 New Q4 2025 Jan 30, 2026
FIRST COMMUNITY TRUST NA History No change 292 23 0.02% 0.02% 1486 0 0.0% Q4 2025 Jan 16, 2026
Atlantic Private Wealth, LLC History Added to 270 21 0.01% 0.01% 1488 +1 0.37% Q4 2025 Feb 11, 2026
DiNuzzo Private Wealth, Inc. History No change 270 21 0.0% 0.0% 1489 0 0.0% Q4 2025 Jan 16, 2026
Jessup Wealth Management, Inc History New 256 20 0.01% — 1491 +256 New Q4 2025 Feb 11, 2026
Tradewinds Capital Management, LLC History No change 256 20 0.0% 0.0% 1490 0 0.0% Q4 2025 Jan 14, 2026
Strengthening Families & Communities, LLC History Added to 246 19 0.01% 0.0% 1492 +7 2.93% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History No change 233 18 0.0% 0.0% 1493 0 0.0% Q4 2025 Jan 21, 2026
Inlight Wealth Management, LLC History No change 223 17 0.01% 0.01% 1494 0 0.0% Q4 2025 Jan 23, 2026
Wells Financial Advisors INC History Reduced 200 16 0.03% 1.36% 1497 -12,815 -98.46% Q4 2025 Feb 02, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 200 16 0.01% — 1498 +200 New Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 207 16 0.0% 0.0% 1495 -15 -6.76% Q4 2025 Feb 11, 2026
Pacific Center for Financial Services History No change 212 16 0.0% 0.0% 1496 0 0.0% Q4 2025 Feb 17, 2026
RHL GROUP, LLC History New 196 15 0.01% — 1500 +196 New Q4 2025 Feb 09, 2026
Navalign, LLC History New 189 15 0.0% — 1499 +189 New Q4 2025 Feb 05, 2026
Ankerstar Wealth, LLC History New 180 14 0.01% — 1503 +180 New Q4 2025 Feb 12, 2026
Wagner Wealth Management, LLC History Reduced 179 14 0.0% 0.0% 1502 -50 -21.83% Q4 2025 Jan 30, 2026
HAZLETT, BURT & WATSON, INC. History No change 169 14 0.0% 0.0% 1501 0 0.0% Q4 2025 Feb 10, 2026
YANKCOM Partnership History New 171 13 0.01% — 1506 +171 New Q4 2025 Jan 20, 2026
Key Capital Management, INC History New 167 13 0.01% — 1507 +167 New Q4 2025 Jan 26, 2026
Rakuten Securities, Inc. History Added to 167 13 0.0% 0.0% 1505 +33 24.63% Q4 2025 Jan 29, 2026
Oakworth Capital, Inc. History No change 172 13 0.0% 0.0% 1504 0 0.0% Q4 2025 Jan 30, 2026
FIDUCIARY ADVISORS, INC. History Reduced 152 12 0.01% 0.11% 1511 -1,525 -90.94% Q4 2025 Jan 27, 2026
MCF Advisors LLC History Reduced 159 12 0.0% 0.0% 1508 -726 -82.03% Q4 2025 Feb 11, 2026
New England Capital Financial Advisors LLC History Added to 151 12 0.0% 0.0% 1510 +1 0.67% Q4 2025 Feb 02, 2026
EPG Wealth Management LLC History No change 154 12 0.0% 0.0% 1509 0 0.0% Q4 2025 Jan 28, 2026
ORG Partners LLC History Reduced 146 11 0.0% 0.0% 1514 -181 -55.35% Q4 2025 Jan 14, 2026
Pillar Financial Advisors, LLC History New 147 11 0.01% — 1515 +147 New Q4 2025 Feb 02, 2026
Camelot Portfolios, LLC History New 138 11 0.01% — 1512 +138 New Q4 2025 Jan 29, 2026
Blue Trust, Inc. History Reduced 145 11 0.0% 0.0% 1513 -54 -27.14% Q4 2025 Jan 16, 2026
Cornerstone Financial Management LLC History New 132 10 0.01% — 1519 +132 New Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History No change 128 10 0.0% 0.0% 1516 0 0.0% Q4 2025 Feb 13, 2026
Providence Capital Advisors, LLC History No change 125 10 0.0% 0.0% 1517 0 0.0% Q4 2025 Feb 12, 2026
Missouri Trust & Investment Co History No change 125 10 0.0% 0.0% 1518 0 0.0% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 117 9 0.0% 0.0% 1521 -527 -81.83% Q4 2025 Feb 12, 2026
Integrity Financial Corp /WA History New 122 9 0.0% — 1522 +122 New Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History New 119 9 0.0% — 1520 +119 New Q4 2025 Feb 06, 2026
Mowery & Schoenfeld Wealth Management, LLC History New 104 8 0.01% — 1524 +104 New Q4 2025 Jan 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 104 8 0.0% 0.0% 1523 0 0.0% Q4 2025 Feb 12, 2026
EASTERN BANK History No change 97 7 0.0% 0.0% 1525 0 0.0% Q4 2025 Jan 14, 2026
Roxbury Financial LLC History No change 97 7 0.01% 0.01% 1526 0 0.0% Q4 2025 Jan 05, 2026
BESSEMER GROUP INC History Reduced 72 6 0.0% 0.0% 1527 -231 -76.24% Q4 2025 Feb 05, 2026
Clayton Financial Group LLC History New 80 6 0.0% — 1529 +80 New Q4 2025 Jan 21, 2026
BIRCHBROOK, INC. History New 76 6 0.0% — 1530 +76 New Q4 2025 Feb 04, 2026
TSFG, LLC History No change 74 6 0.0% 0.0% 1528 0 0.0% Q4 2025 Feb 04, 2026
Center for Financial Planning, Inc. History Reduced 68 5 0.0% 0.0% 1531 -401 -85.5% Q4 2025 Feb 05, 2026
FIRST HORIZON CORP History New 53 4 0.0% — 1532 +53 New Q4 2025 Jan 27, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 50 4 0.0% — 1533 +50 New Q4 2025 Feb 11, 2026
HORIZON FINANCIAL SERVICES, LLC History New 48 3 0.0% — 1536 +48 New Q4 2025 Jan 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 45 3 0.0% — 1535 +45 New Q4 2025 Feb 13, 2026
Birchwood Financial Partners, Inc. History New 38 3 0.0% — 1540 +38 New Q4 2025 Feb 19, 2026
Ameritas Investment Partners, Inc. History No change 43 3 0.0% 0.0% 1534 0 0.0% Q4 2025 Feb 11, 2026
Bay Harbor Wealth Management, LLC History No change 40 3 0.0% 0.0% 1537 0 0.0% Q4 2025 Feb 02, 2026
Avion Wealth History No change 46 3 0.0% 0.0% 1538 0 0.0% Q4 2025 Jan 23, 2026
DHJJ Financial Advisors, Ltd. History No change 48 3 0.0% 0.0% 1539 0 0.0% Q4 2025 Jan 23, 2026
Garton & Associates Financial Advisors LLC History New 35 2 0.0% — 1547 +35 New Q4 2025 Feb 18, 2026
MCGUIRE CAPITAL ADVISORS INC History New 27 2 0.0% — 1548 +27 New Q4 2025 Feb 19, 2026
HORIZON BANCORP INC /IN/ History No change 29 2 0.0% 0.0% 1541 0 0.0% Q4 2025 Feb 11, 2026
WOLFF WIESE MAGANA LLC History No change 36 2 0.0% 0.0% 1542 0 0.0% Q4 2025 Jan 14, 2026
SOA Wealth Advisors, LLC. History No change 31 2 0.0% 0.0% 1543 0 0.0% Q4 2025 Jan 20, 2026
Operose Advisors LLC History No change 30 2 0.0% 0.0% 1544 0 0.0% Q4 2025 Feb 10, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 28 2 0.0% 0.0% 1545 0 0.0% Q4 2025 Feb 10, 2026
Topsail Wealth Management, LLC History No change 31 2 0.0% 0.0% 1546 0 0.0% Q4 2025 Feb 04, 2026
Stephens Consulting, LLC History New 19 1 0.0% — 1552 +19 New Q4 2025 Jan 13, 2026
KERR FINANCIAL PLANNING Corp History New 19 1 0.0% — 1557 +19 New Q4 2025 Feb 10, 2026
Elyxium Wealth, LLC History New 15 1 0.0% — 1556 +15 New Q4 2025 Feb 05, 2026
DB Fitzpatrick & Co, Inc History Added to 21 1 0.0% — 1551 +9 75.0% Q4 2025 Jan 15, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 20 1 0.0% 0.0% 1553 +5 33.33% Q4 2025 Jan 28, 2026
Davis Capital Management History No change 21 1 0.0% 0.0% 1549 0 0.0% Q4 2025 Jan 28, 2026
MTM Investment Management, LLC History No change 14 1 0.0% 0.0% 1550 0 0.0% Q4 2025 Feb 09, 2026
WealthCollab, LLC History No change 21 1 0.0% 0.0% 1554 0 0.0% Q4 2025 Jan 27, 2026
Principia Wealth Advisory, LLC History No change 20 1 0.0% 0.0% 1555 0 0.0% Q4 2025 Feb 10, 2026
MARSHALL WACE, LLP History Closed out 0 0 — 0.09% — -1,178,666 -100.0% Q3 2025 Nov 13, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 9.57% — -996,297 -100.0% Q3 2025 Oct 31, 2025
IHT Wealth Management, LLC History Closed out 0 0 — 1.5% — -758,546 -100.0% Q3 2025 Nov 14, 2025
Wealth Management Nebraska History Closed out 0 0 — 5.24% — -561,408 -100.0% Q3 2025 Nov 03, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 — 0.01% — -430,955 -100.0% Q3 2025 Nov 14, 2025
Municipal Employees' Retirement System of Michigan History Closed out 0 0 — 0.17% — -188,205 -100.0% Q3 2025 Nov 12, 2025
Tower Research Capital LLC (TRC) History Reduced 9 0 — 0.36% — -168,588 -99.99% Q4 2025 Feb 17, 2026
MOULTON WEALTH MANAGEMENT, INC History Closed out 0 0 — 9.41% — -165,096 -100.0% Q3 2025 Oct 08, 2025
Ascension Capital Advisors, Inc. History Closed out 0 0 — 2.68% — -87,859 -100.0% Q3 2025 Nov 10, 2025
POTOMAC FUND MANAGEMENT INC /ADV History Closed out 0 0 — 0.13% — -37,732 -100.0% Q3 2025 Nov 12, 2025
Palumbo Wealth Management LLC History Closed out 0 0 — — — -28,049 -100.0% Q3 2025 Nov 10, 2025
Migdal Insurance & Financial Holdings Ltd. History Closed out 0 0 — 0.02% — -24,345 -100.0% Q3 2025 Oct 30, 2025
Hershey Financial Advisers, LLC History Closed out 0 0 — 1.42% — -21,195 -100.0% Q3 2025 Nov 17, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -16,631 -100.0% Q3 2025 Oct 14, 2025
Davies Financial Advisors, Inc. History Closed out 0 0 — 1.05% — -16,578 -100.0% Q3 2025 Oct 15, 2025
Keystone Wealth Services, LLC History Closed out 0 0 — 0.26% — -15,000 -100.0% Q3 2025 Oct 22, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.12% — -12,642 -100.0% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -12,281 -100.0% Q3 2025 Nov 14, 2025
Global X Japan Co., Ltd. History Closed out 0 0 — 0.06% — -9,560 -100.0% Q3 2025 Oct 15, 2025
Talisman Wealth Advisors LLC History Closed out 0 0 — 0.48% — -7,476 -100.0% Q3 2025 Nov 14, 2025
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 — 0.1% — -7,317 -100.0% Q3 2025 Oct 09, 2025
BAILARD, INC. History Closed out 0 0 — 0.01% — -6,653 -100.0% Q3 2025 Oct 30, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.08% — -6,357 -100.0% Q3 2025 Nov 14, 2025
FSC Wealth Advisors, LLC History Closed out 0 0 — 0.23% — -5,205 -100.0% Q3 2025 Oct 17, 2025
Safeguard Investment Advisory Group, LLC History Closed out 0 0 — 0.09% — -4,704 -100.0% Q3 2025 Nov 13, 2025
Revisor Wealth Management LLC History Closed out 0 0 — 0.12% — -4,319 -100.0% Q3 2025 Oct 15, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.03% — -4,158 -100.0% Q3 2025 Nov 03, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.67% — -3,988 -100.0% Q3 2025 Nov 17, 2025
OKABENA INVESTMENT SERVICES INC History Closed out 0 0 — 0.06% — -3,951 -100.0% Q3 2025 Nov 12, 2025
Foster Group, Inc. History Closed out 0 0 — 0.01% — -3,318 -100.0% Q3 2025 Oct 14, 2025
Clark Asset Management, LLC History Closed out 0 0 — 0.03% — -3,316 -100.0% Q3 2025 Oct 20, 2025
Beacon Capital Management, LLC History Closed out 0 0 — 0.03% — -3,057 -100.0% Q3 2025 Nov 07, 2025
LaSalle St. Investment Advisors, LLC History Closed out 0 0 — 0.04% — -2,933 -100.0% Q3 2025 Nov 13, 2025
Kera Capital Partners, Inc. History Closed out 0 0 — 0.03% — -2,904 -100.0% Q3 2025 Oct 27, 2025
CLARIS ADVISORS, LLC / MO / History Closed out 0 0 — 0.07% — -2,896 -100.0% Q3 2025 Oct 06, 2025
Mascagni Wealth Management, Inc. History Closed out 0 0 — 0.17% — -2,738 -100.0% Q3 2025 Oct 15, 2025
Naviter Wealth, LLC History Closed out 0 0 — 0.02% — -2,727 -100.0% Q3 2025 Nov 06, 2025
Stark Wealth Management LLC History Closed out 0 0 — 0.92% — -2,583 -100.0% Q3 2025 Feb 17, 2026
UMB Bank, n.a. History Closed out 0 0 — 0.0% — -2,581 -100.0% Q3 2025 Nov 04, 2025
ABSHER WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.02% — -1,698 -100.0% Q3 2025 Oct 22, 2025
BOKF, NA History Closed out 0 0 — 0.0% — -1,240 -100.0% Q3 2025 Nov 13, 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Closed out 0 0 — 0.0% — -765 -100.0% Q3 2025 Nov 13, 2025
Decker Retirement Planning Inc. History Closed out 0 0 — 0.03% — -669 -100.0% Q3 2025 Oct 27, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.03% — -649 -100.0% Q3 2025 Oct 27, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.01% — -160 -100.0% Q3 2025 Jan 12, 2026
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.01% — -132 -100.0% Q3 2025 Nov 07, 2025
REAP Financial Group, LLC History Closed out 0 0 — 0.0% — -128 -100.0% Q3 2025 Nov 06, 2025
DT Investment Partners, LLC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Oct 22, 2025
Corundum Trust Company, INC History Closed out 0 0 — 0.01% — -89 -100.0% Q3 2025 Oct 24, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.0% — -81 -100.0% Q3 2025 Nov 03, 2025
Blume Capital Management, Inc. History Reduced 4 0 — 0.0% — -64 -94.12% Q4 2025 Feb 05, 2026
Aventura Private Wealth, LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Jan 07, 2026
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2025 Oct 29, 2025
Manchester Capital Management LLC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Nov 14, 2025
Register Financial Advisors LLC History New 12 0 — — — +12 New Q4 2025 Jan 21, 2026
Quaker Wealth Management, LLC History New 10 0 — — — +10 New Q4 2025 Jan 28, 2026
Cresta Advisors, Ltd. History New 6 0 — — — +6 New Q4 2025 Feb 03, 2026
Kozak & Associates, Inc. History Closed out 0 0 — — — -4 -100.0% Q3 2025 Nov 18, 2025
GODSEY & GIBB, INC History New 3 0 — — — +3 New Q4 2025 Jan 27, 2026
Solstein Capital, LLC History New 3 0 — — — +3 New Q4 2025 Feb 13, 2026
Longview Financial Advisors LLC History New 3 0 — — — +3 New Q4 2025 Jan 14, 2026
Activest Wealth Management History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 03, 2025
HOWE & RUSLING INC History No change 8 0 — — — 0 0.0% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History No change 9 0 — — — 0 0.0% Q4 2025 Jan 08, 2026
Truvestments Capital LLC History No change 3 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Nalls Sherbakoff Group, LLC History No change 10 0 — — — 0 0.0% Q4 2025 Mar 12, 2026
Fairway Wealth LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Bank of Jackson Hole Trust History No change 3 0 — — — 0 0.0% Q4 2025 Feb 12, 2026
Dogwood Wealth Management LLC History No change 7 0 — — — 0 0.0% Q4 2025 Feb 04, 2026
MASECO LLP History No change 8 0 — — — 0 0.0% Q4 2025 Jan 22, 2026