iSHARES TRUST - SUB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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
MERCER GLOBAL ADVISORS INC /ADV History Added to 8,489,274 905,805 1.38% 1.38% 1 +723,145 9.31% Q4 2025 Feb 18, 2026
BANK OF AMERICA CORP /DE/ History Added to 8,326,351 888,421 0.06% 0.05% 2 +796,577 10.58% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 5,673,861 605,401 0.04% 0.04% 3 -818,445 -12.61% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 5,146,635 549,145 0.1% 0.1% 4 -163,072 -3.07% Q4 2025 Feb 10, 2026
Creative Planning History Added to 2,813,439 300,193 0.21% 0.22% 5 +59,945 2.18% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 2,797,826 298,528 0.29% 0.32% 6 +43,189 1.57% Q4 2025 Feb 13, 2026
ALLSTATE CORP History Added to 1,547,744 165,144 2.26% 0.12% 7 +1,500,244 3158.41% Q4 2025 Feb 09, 2026
CITIGROUP INC History Added to 1,392,758 148,607 0.07% 0.06% 8 +149,905 12.06% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,388,345 148,136 0.09% 0.09% 9 +65,447 4.95% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,287,347 137,359 0.33% 0.37% 10 -141,708 -9.92% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Added to 1,270,079 135,517 0.03% 0.03% 11 +14,450 1.15% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,252,435 133,634 0.25% 0.27% 12 +27,839 2.27% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,179,085 125,808 0.02% 0.02% 13 +64,717 5.81% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 1,033,462 110,270 0.03% 0.03% 14 +105,119 11.32% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 1,026,104 109,553 0.02% 0.02% 15 +6,233 0.61% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 873,911 93,246 0.11% 0.12% 16 +36,092 4.31% Q4 2025 Feb 13, 2026
Robinhood Asset Management, LLC History New 767,635 81,906 6.53% — 17 +767,635 New Q4 2025 Jan 21, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 694,485 74,101 0.02% 0.02% 18 +25,072 3.75% Q4 2025 Feb 10, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 674,815 72,002 0.24% 0.26% 19 +32,165 5.01% Q4 2025 Jan 15, 2026
Salomon & Ludwin, LLC History Added to 663,262 70,851 6.26% 6.1% 20 +27,347 4.3% Q4 2025 Jan 28, 2026
BANK OF MONTREAL /CAN/ History Added to 662,627 70,702 0.02% 0.02% 21 +52,821 8.66% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 640,659 68,358 0.0% 0.0% 22 +5,896 0.93% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 614,591 65,576 0.09% 0.08% 23 +4,877 0.8% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 600,735 64,098 0.26% — 24 +600,735 New Q4 2025 Feb 05, 2026
Focus Partners Wealth History Added to 547,619 58,431 0.07% 0.09% 25 +31,819 6.17% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 540,978 57,722 0.01% — 26 +540,978 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 530,406 56,594 0.07% 0.07% 27 -8,545 -1.59% Q4 2025 Jan 30, 2026
Heritage Investment Group, Inc. History Added to 524,218 55,934 8.51% 8.43% 28 +31,008 6.29% Q4 2025 Jan 30, 2026
RAYMOND JAMES FINANCIAL INC History Added to 521,665 55,661 0.02% 0.02% 29 +7,904 1.54% Q4 2025 Feb 18, 2026
Crestwood Advisors Group, LLC History Added to 508,002 54,203 0.9% 0.84% 30 +45,908 9.93% Q4 2025 Feb 03, 2026
HighTower Advisors, LLC History Added to 496,911 53,020 0.06% 0.06% 31 +19,997 4.19% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 477,090 50,905 0.07% 0.07% 32 +50,215 11.76% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 426,330 45,489 0.01% 0.01% 33 -2,362 -0.55% Q4 2025 Mar 25, 2026
Truepoint, Inc. History Added to 425,683 45,420 1.02% 1.03% 34 +12,650 3.06% Q4 2025 Feb 11, 2026
WIT, LLC History No change 418,588 44,663 0.9% 1.01% 35 0 0.0% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 411,059 43,859 0.87% 0.95% 36 +13,389 3.37% Q4 2025 Jan 21, 2026
WELLS FARGO & COMPANY/MN History Reduced 354,080 37,780 0.01% 0.01% 37 -8,193 -2.26% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 349,645 37,307 0.27% 0.27% 38 +28,141 8.75% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 344,839 36,794 0.26% 0.31% 39 +3,146 0.92% Q4 2025 Feb 18, 2026
DGS Capital Management, LLC History Added to 337,218 35,981 6.15% 6.06% 40 +25,067 8.03% Q4 2025 Feb 24, 2026
STIFEL FINANCIAL CORP History Reduced 315,642 33,679 0.03% 0.03% 41 -11,444 -3.5% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 292,949 31,257 0.06% 0.06% 42 +20,606 7.57% Q4 2025 Mar 16, 2026
RMR Wealth Builders History Added to 288,038 30,733 2.46% 2.42% 43 +16,729 6.17% Q4 2025 Jan 29, 2026
Willis Johnson & Associates, Inc. History Added to 287,811 30,709 1.89% 1.89% 44 +2,217 0.78% Q4 2025 Jan 22, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 281,586 30,045 0.5% 0.66% 45 -81,216 -22.39% Q4 2025 Jan 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 264,654 28,289 0.04% 0.04% 46 +22,783 9.42% Q4 2025 Jan 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 262,501 28,008 0.38% 0.39% 47 -750 -0.28% Q4 2025 Jan 30, 2026
OSAIC HOLDINGS, INC. History Reduced 262,290 27,990 0.04% 0.04% 48 -16,273 -5.84% Q4 2025 Feb 17, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 261,553 27,907 1.94% 1.9% 49 +15,279 6.2% Q4 2025 Jan 07, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 261,430 27,894 0.51% 0.54% 50 +2,343 0.9% Q4 2025 Jan 23, 2026
Cetera Investment Advisers History Added to 260,295 27,773 0.03% 0.03% 51 +9,378 3.74% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Added to 252,622 26,954 0.31% 0.3% 52 +7,583 3.09% Q4 2025 Jan 21, 2026
EP Wealth Advisors, LLC History New 245,347 26,178 0.14% — 53 +245,347 New Q4 2025 Feb 18, 2026
Safe Harbor Family Capital, LLC History New 230,806 24,627 21.64% — 54 +230,806 New Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 225,669 24,078 0.04% 0.04% 55 +4,622 2.09% Q4 2025 Feb 12, 2026
LVW Advisors, LLC History Added to 217,652 23,223 2.35% 2.36% 56 +1,547 0.72% Q4 2025 Jan 14, 2026
Freestone Capital Holdings, LLC History Added to 200,560 21,399 0.63% 0.52% 57 +40,062 24.96% Q4 2025 Jan 23, 2026
BAILARD, INC. History Added to 199,528 21,289 0.47% 0.28% 58 +77,237 63.16% Q4 2025 Feb 04, 2026
Betterment LLC History Reduced 199,422 21,278 0.04% 0.04% 59 -6,322 -3.07% Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Added to 197,312 21,053 0.3% 0.3% 60 +7,116 3.74% Q4 2025 Feb 02, 2026
Carnegie Investment Counsel History Reduced 195,892 20,901 0.39% 0.4% 61 -944 -0.48% Q4 2025 Jan 23, 2026
MATHER GROUP, LLC. History Added to 193,926 20,691 0.21% 0.2% 62 +9,426 5.11% Q4 2025 Jan 13, 2026
Legacy Edge Advisors, LLC History New 188,645 20,128 2.2% — 63 +188,645 New Q4 2025 Feb 02, 2026
Members Trust Co History Reduced 179,789 19,183 0.63% 0.63% 64 -853 -0.47% Q4 2025 Jan 15, 2026
BIP Wealth, LLC History Added to 178,009 18,993 0.67% 0.9% 65 +6,952 4.06% Q4 2025 Jan 21, 2026
Ascent Group, LLC History Added to 176,345 18,816 0.64% 0.6% 66 +16,719 10.47% Q4 2025 Jan 20, 2026
ALESCO ADVISORS LLC History Added to 175,005 18,673 0.48% 0.48% 67 +10,314 6.26% Q4 2025 Jan 28, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 174,281 18,595 2.68% 2.67% 68 +4,423 2.6% Q4 2025 Jan 28, 2026
One Capital Management, LLC History Added to 168,082 17,934 0.54% 0.54% 69 +9,352 5.89% Q4 2025 Feb 10, 2026
Ellevest, Inc. History Added to 159,210 16,987 2.35% 2.27% 70 +10,452 7.03% Q4 2025 Feb 10, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 159,194 16,986 0.63% 0.91% 71 -54,762 -25.59% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 158,478 16,909 0.14% 0.15% 72 +8,552 5.7% Q4 2025 Jan 26, 2026
COMERICA BANK History Reduced 156,602 16,709 0.07% 0.07% 73 -27,555 -14.96% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History Added to 154,590 16,494 0.83% 0.9% 74 +1,217 0.79% Q4 2025 Jan 05, 2026
BANK OF HAWAII History Reduced 151,440 16,158 0.8% 0.87% 75 -11,001 -6.77% Q4 2025 Mar 03, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 150,034 16,008 4.21% 4.05% 76 +15,039 11.14% Q4 2025 Feb 06, 2026
Prime Capital Investment Advisors, LLC History Added to 146,677 15,650 0.19% 0.19% 77 +5,418 3.84% Q4 2025 Jan 21, 2026
Dakota Wealth Management History Added to 144,633 15,432 0.27% 0.25% 78 +28,397 24.43% Q4 2025 Jan 13, 2026
Slow Capital, Inc. History Added to 140,319 14,972 1.79% 1.72% 79 +3,482 2.54% Q4 2025 Jan 26, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 136,832 14,599 1.23% 1.3% 80 -2,987 -2.14% Q4 2025 Feb 03, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 136,201 14,532 0.01% 0.01% 81 +12,805 10.38% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 132,212 14,106 0.3% 0.25% 82 +27,926 26.78% Q4 2025 Feb 05, 2026
Glenview Trust Co History Added to 130,662 13,941 0.22% 0.1% 83 +70,621 117.62% Q4 2025 Feb 09, 2026
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD History No change 130,304 13,903 1.04% 1.03% 84 0 0.0% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 128,990 13,763 0.03% 0.03% 85 +27,464 27.05% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK OF OMAHA History New 124,661 13,300 0.39% — 86 +124,661 New Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 122,239 13,042 0.07% 0.08% 87 -6,452 -5.01% Q4 2025 Feb 03, 2026
Oak Harvest Investment Services History Added to 120,817 12,891 1.41% 1.4% 88 +8,682 7.74% Q4 2025 Jan 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 118,892 12,685 0.18% 0.18% 89 +3,405 2.95% Q4 2025 Feb 09, 2026
M&T BANK CORP History Added to 118,032 12,593 0.04% 0.03% 90 +30,150 34.31% Q4 2025 Jan 30, 2026
Abundance Wealth Counselors History Added to 117,465 12,533 2.12% 2.04% 91 +5,881 5.27% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Reduced 115,639 12,338 0.02% 0.03% 92 -4,311 -3.59% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 113,764 12,138 0.0% — 93 +113,764 New Q4 2025 Feb 13, 2026
Grove Bank & Trust History Added to 113,700 12,131 1.36% 1.36% 94 +4,437 4.06% Q4 2025 Jan 08, 2026
Brookstone Capital Management History Added to 111,061 11,850 0.14% 0.13% 95 +10,165 10.07% Q4 2025 Jan 15, 2026
Mesirow Financial Investment Management, Inc. History Added to 110,894 11,832 0.24% 0.21% 96 +2,321 2.14% Q4 2025 Feb 05, 2026
Janney Montgomery Scott LLC History Added to 110,682 11,810 0.03% 0.02% 97 +19,238 21.04% Q4 2025 Feb 11, 2026
TD Capital Management LLC History Added to 110,417 11,781 1.05% 0.99% 98 +7,041 6.81% Q4 2025 Feb 26, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 101,479 10,828 0.14% 0.12% 99 +13,600 15.48% Q4 2025 Feb 10, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 100,909 10,766 1.18% 1.21% 100 +576 0.57% Q4 2025 Jan 20, 2026
Partners in Financial Planning History Added to 100,240 10,695 1.81% 1.81% 101 +2,285 2.33% Q4 2025 Feb 02, 2026
PDS Planning, Inc History Added to 99,658 10,633 0.71% 0.59% 102 +19,584 24.46% Q4 2025 Jan 26, 2026
Waterway Wealth Management, LLC History Reduced 97,972 10,453 2.37% 2.75% 103 -10,130 -9.37% Q4 2025 Feb 17, 2026
Altiora Financial Group, LLC History Added to 97,867 10,442 1.8% 0.42% 104 +76,229 352.29% Q4 2025 Feb 12, 2026
Smithfield Trust Co History Added to 97,830 10,434 0.46% 0.42% 105 +10,256 11.71% Q4 2025 Feb 09, 2026
Aaron Wealth Advisors LLC History Added to 97,296 10,381 0.57% 0.58% 106 +4,984 5.4% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Added to 95,662 10,207 0.06% 0.02% 107 +61,372 178.98% Q4 2025 Jan 29, 2026
Wealthcare Advisory Partners LLC History Added to 95,649 10,205 0.2% 0.13% 108 +37,626 64.85% Q4 2025 Jan 14, 2026
Quent Capital, LLC History Added to 94,282 10,059 0.73% 0.72% 109 +13,487 16.69% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Reduced 93,139 9,937 0.05% 0.05% 110 -5,666 -5.73% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Added to 91,727 9,787 0.33% 0.29% 111 +12,133 15.24% Q4 2025 Feb 17, 2026
MBL Wealth, LLC History Added to 91,668 9,780 0.78% 0.83% 112 +2,835 3.19% Q4 2025 Jan 21, 2026
Corient Private Wealth LLC History Reduced 90,413 9,647 0.01% 0.02% 113 -6,646 -6.85% Q4 2025 Mar 09, 2026
Integrated Advisors Network LLC History Reduced 87,943 9,383 0.42% 0.41% 114 -2,923 -3.22% Q4 2025 Feb 17, 2026
Alaethes Wealth, LLC History Reduced 86,378 9,216 2.59% 2.93% 115 -10,250 -10.61% Q4 2025 Feb 12, 2026
Pasadena Private Wealth, LLC History Added to 85,066 9,076 1.23% 1.31% 116 +22 0.03% Q4 2025 Feb 10, 2026
PARK AVENUE SECURITIES LLC History Added to 85,007 9,070 0.08% 0.07% 117 +2,314 2.8% Q4 2025 Jan 05, 2026
Northeast Financial Group, Inc. History Added to 84,556 9,022 2.04% 2.06% 119 +7,268 9.4% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Reduced 84,555 9,022 0.51% 0.53% 118 -72 -0.09% Q4 2025 Jan 14, 2026
Baird Financial Group, Inc. History Added to 83,926 8,954 0.01% 0.01% 120 +10,213 13.86% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 82,048 8,754 0.03% 0.04% 121 +7,809 10.52% Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Added to 81,952 8,744 0.02% 0.02% 122 +6,926 9.23% Q4 2025 Feb 05, 2026
Investment Research Partners LLC History Reduced 81,546 8,700 3.73% 4.01% 123 -2,158 -2.58% Q4 2025 Feb 12, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 77,478 8,283 0.56% 0.56% 124 +9,629 14.19% Q4 2025 Feb 13, 2026
CONDOR CAPITAL MANAGEMENT History Added to 75,734 8,080 0.65% 0.65% 125 +892 1.19% Q4 2025 Feb 06, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 74,815 7,982 0.12% 0.13% 126 -3,929 -4.99% Q4 2025 Jan 22, 2026
Zhang Financial LLC History Added to 74,231 7,920 0.3% 0.31% 127 +2,529 3.53% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Reduced 74,150 7,911 0.26% 0.36% 128 -114 -0.15% Q4 2025 Jan 20, 2026
DEUTSCHE BANK AG\ History Added to 73,321 7,823 0.0% 0.0% 129 +2 0.0% Q4 2025 Feb 11, 2026
MidFirst Bank History New 72,984 7,787 0.62% — 130 +72,984 New Q4 2025 Feb 25, 2026
Kestra Advisory Services, LLC History Added to 72,754 7,762 0.03% 0.03% 131 +19,351 36.24% Q4 2025 Feb 13, 2026
Clearwater Capital Advisors, LLC History Reduced 72,714 7,758 0.65% 0.67% 132 -1,061 -1.44% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Reduced 71,290 7,606 0.0% 0.0% 133 -3,572 -4.77% Q4 2025 Feb 17, 2026
Meridian Wealth Partners, LLC History Reduced 70,474 7,519 1.04% 1.11% 134 -4,875 -6.47% Q4 2025 Feb 13, 2026
Brio Consultants, LLC History Added to 69,893 7,457 0.97% 0.96% 135 +4,216 6.42% Q4 2025 Feb 04, 2026
Chesley Taft & Associates LLC History Added to 69,057 7,368 0.29% 0.27% 136 +9,480 15.91% Q4 2025 Jan 14, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 67,377 7,189 3.61% 4.04% 137 0 0.0% Q4 2025 Jan 23, 2026
Bragg Financial Advisors, Inc History Added to 67,327 7,183 0.23% 0.23% 138 +3,467 5.43% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 66,886 7,136 0.08% 0.05% 139 +25,738 62.55% Q4 2025 Jan 20, 2026
World Investment Advisors History Added to 66,597 7,105 0.12% 0.14% 140 +903 1.37% Q4 2025 Mar 12, 2026
TRUIST FINANCIAL CORP History Added to 65,219 6,958 0.01% 0.01% 141 +18,866 40.7% Q4 2025 Feb 02, 2026
Larson Financial Group LLC History Reduced 64,861 6,920 0.23% 0.27% 142 -6,801 -9.49% Q4 2025 Feb 06, 2026
Vestmark Advisory Solutions, Inc. History Added to 64,707 6,904 0.09% 0.13% 143 +975 1.53% Q4 2025 Feb 06, 2026
Elmwood Wealth Management, Inc. History Added to 62,958 6,717 2.12% 2.32% 144 +1,535 2.5% Q4 2025 Jan 08, 2026
Opus Capital Group, LLC History Reduced 62,805 6,701 0.73% 0.8% 145 -3,945 -5.91% Q4 2025 Jan 30, 2026
Ackerman Capital Advisors, LLC History Reduced 62,084 6,624 1.33% 1.42% 146 -1,536 -2.41% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 61,728 6,586 0.04% 0.04% 147 -2,059 -3.23% Q4 2025 Feb 10, 2026
Single Point Partners, LLC History Added to 61,419 6,553 1.3% 1.32% 148 +564 0.93% Q4 2025 Jan 26, 2026
GWN SECURITIES INC. History Reduced 61,383 6,549 1.33% 1.98% 149 -18,553 -23.21% Q4 2025 Feb 11, 2026
Lutz Financial Services LLC History Reduced 57,779 6,165 0.42% 0.51% 150 -7,974 -12.13% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 57,131 6,095 0.04% 0.02% 151 +25,912 83.0% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History New 56,927 6,074 0.04% — 152 +56,927 New Q4 2025 Jan 27, 2026
Joel Isaacson & Co., LLC History Added to 56,294 6,006 0.2% 0.15% 153 +16,969 43.15% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 55,334 5,904 0.07% 0.07% 154 +4,592 9.05% Q4 2025 Jan 29, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 54,849 5,852 0.83% 0.76% 155 +8,119 17.37% Q4 2025 Feb 13, 2026
Life Planning Partners, Inc History Added to 54,624 5,828 4.46% 4.14% 156 +1,476 2.78% Q4 2025 Jan 16, 2026
Morton Brown Family Wealth, LLC History Reduced 53,804 5,740 1.56% 1.77% 157 -3,910 -6.77% Q4 2025 Jan 28, 2026
CWM, LLC History Added to 53,524 5,711 0.02% 0.01% 158 +8,486 18.84% Q4 2025 Jan 26, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 52,757 5,629 0.1% 0.11% 159 +652 1.25% Q4 2025 Jan 16, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 52,557 5,607 1.21% 1.3% 160 -131 -0.25% Q4 2025 Jan 20, 2026
Avantax Planning Partners, Inc. History Reduced 52,220 5,571 0.16% 0.18% 161 -6,951 -11.75% Q4 2025 Feb 05, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 52,014 5,549 0.62% 0.65% 162 -701 -1.33% Q4 2025 Jan 08, 2026
Waverly Advisors, LLC History Added to 51,686 5,514 0.04% 0.05% 163 +898 1.77% Q4 2025 Feb 17, 2026
ANDERSON HOAGLAND & CO History Added to 51,555 5,500 0.47% 0.46% 164 +3,593 7.49% Q4 2025 Jan 05, 2026
DURANTE & WATERS, LLC History Added to 50,598 5,398 3.77% 3.66% 165 +4,000 8.58% Q4 2025 Jan 30, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 50,374 5,374 0.98% 0.97% 166 +2,488 5.2% Q4 2025 Jan 13, 2026
GREENLEAF TRUST History Reduced 50,241 5,360 0.05% 0.07% 167 -17,341 -25.66% Q4 2025 Jan 21, 2026
ASSETMARK, INC History Reduced 49,950 5,329 0.01% 0.01% 168 -2,584 -4.92% Q4 2025 Jan 23, 2026
Pine Harbor Wealth Management, LLC History Reduced 49,839 5,317 1.63% 1.74% 169 -972 -1.91% Q4 2025 Jan 20, 2026
Rockwood Wealth Management, LLC History Added to 49,462 5,277 0.39% 0.42% 170 +335 0.68% Q4 2025 Jan 29, 2026
Yeomans Consulting Group, Inc. History Added to 49,074 5,236 1.53% 0.87% 171 +25,288 106.31% Q4 2025 Jan 07, 2026
McNamara Financial Services, Inc. History Added to 48,534 5,178 0.98% 0.93% 172 +1,727 3.69% Q4 2025 Jan 21, 2026
Wealthspire Advisors, LLC History Reduced 48,230 5,146 0.04% 0.05% 173 -47,704 -49.73% Q4 2025 Feb 13, 2026
Private Wealth Management Group, LLC History Added to 47,385 5,055 1.35% 1.37% 174 +869 1.87% Q4 2025 Jan 23, 2026
Prospera Financial Services Inc History Added to 47,135 5,029 0.08% 0.09% 175 +373 0.8% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 47,131 5,028 0.0% 0.0% 176 +1,171 2.55% Q4 2025 Feb 06, 2026
Diversified Portfolios, Inc. History Reduced 46,929 5,007 0.42% 0.57% 177 -13,628 -22.5% Q4 2025 Feb 09, 2026
FIRST AMERICAN TRUST, FSB History Added to 45,994 4,907 0.34% 0.34% 178 +1,699 3.84% Q4 2025 Feb 11, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Reduced 45,920 4,899 4.06% 4.28% 179 -276 -0.6% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 45,682 4,874 0.09% 0.09% 180 +4,069 9.78% Q4 2025 Jan 16, 2026
XML Financial, LLC History Reduced 45,478 4,852 0.4% 0.41% 181 -1,603 -3.4% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Reduced 44,557 4,754 0.0% 0.0% 182 -3,137 -6.58% Q4 2025 Feb 09, 2026
Syntegra Private Wealth Group, LLC History Added to 44,230 4,719 0.43% 0.37% 183 +7,239 19.57% Q4 2025 Feb 10, 2026
Symmetry Partners, LLC History Added to 43,510 4,642 0.27% 0.44% 184 +5,294 13.85% Q4 2025 Jan 27, 2026
UMB Bank, n.a. History Added to 43,263 4,616 0.06% 0.04% 185 +16,616 62.36% Q4 2025 Feb 13, 2026
INVESTED ADVISORS History Added to 43,193 4,608 4.77% 6.24% 186 +2,593 6.39% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 43,158 4,605 0.05% 0.04% 187 +20,436 89.94% Q4 2025 Jan 23, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 42,891 4,576 0.02% 0.02% 188 -1,067 -2.43% Q4 2025 Feb 09, 2026
Valmark Advisers, Inc. History Added to 42,724 4,558 0.06% 0.05% 190 +3,892 10.02% Q4 2025 Jan 26, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 42,722 4,558 0.29% 0.31% 189 -865 -1.98% Q4 2025 Jan 26, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Reduced 42,697 4,555 0.64% 0.67% 191 -355 -0.82% Q4 2025 Jan 14, 2026
NATIXIS ADVISORS, LLC History Added to 42,437 4,528 0.01% 0.01% 192 +7,496 21.45% Q4 2025 Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 42,074 4,489 0.06% 0.06% 193 -1,424 -3.27% Q4 2025 Feb 09, 2026
CLUNE & ASSOCIATES, LTD. History Added to 41,324 4,409 0.95% 0.93% 194 +6,379 18.25% Q4 2025 Feb 09, 2026
Baron Financial Group, LLC History Added to 40,945 4,368 2.34% 2.29% 195 +1,850 4.73% Q4 2025 Jan 09, 2026
Greenspring Advisors, LLC History Added to 40,866 4,360 0.27% 0.37% 196 +21,461 110.6% Q4 2025 Feb 10, 2026
Curbstone Financial Management Corp History Added to 40,260 4,295 0.82% 0.78% 197 +2,350 6.2% Q4 2025 Jan 23, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 39,850 4,251 0.22% 0.22% 198 0 0.0% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Reduced 39,713 4,237 0.51% 0.54% 199 -230 -0.58% Q4 2025 Jan 13, 2026
Cascade Financial Partners, LLC History Added to 39,353 4,198 0.43% 0.37% 200 +9,451 31.61% Q4 2025 Feb 06, 2026
AMG National Trust Bank History Added to 38,828 4,142 0.1% 0.09% 201 +2,664 7.37% Q4 2025 Jan 30, 2026
Mullooly Asset Management, Inc. History Added to 38,636 4,122 1.51% 1.49% 202 +2,139 5.86% Q4 2025 Feb 06, 2026
Patten Group, Inc. History Reduced 38,253 4,081 0.75% 0.96% 203 -7,719 -16.79% Q4 2025 Jan 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 38,115 4,066 0.22% 0.29% 204 -6,919 -15.36% Q4 2025 Feb 17, 2026
Manhattan West Asset Management, LLC History Reduced 37,872 4,040 0.83% 0.86% 205 -73 -0.19% Q4 2025 Feb 02, 2026
GERMAN AMERICAN BANCORP, INC. History Added to 37,573 4,009 0.34% 0.35% 206 +930 2.54% Q4 2025 Feb 17, 2026
Prosperity Planning, Inc. History Added to 37,539 4,005 1.05% 1.02% 207 +2,219 6.28% Q4 2025 Jan 14, 2026
IF Advisors, LLC History New 37,378 3,988 3.24% — 208 +37,378 New Q4 2025 Feb 10, 2026
May Hill Capital, LLC History Added to 37,152 3,964 0.52% 0.61% 209 +17,532 89.36% Q4 2025 Feb 05, 2026
K2 Financial Inc. History Added to 36,525 3,903 3.02% 3.12% 210 +120 0.33% Q4 2025 Jan 22, 2026
MBM WEALTH CONSULTANTS, LLC History Reduced 36,474 3,891 0.93% 1.0% 211 -1,149 -3.05% Q4 2025 Jan 26, 2026
Alhambra Investment Management LLC History Added to 34,791 3,712 1.73% 1.59% 212 +3,384 10.77% Q4 2025 Jan 15, 2026
NORTH DALLAS BANK & TRUST CO History New 34,761 3,708 2.42% — 213 +34,761 New Q4 2025 Feb 11, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 34,474 3,678 2.8% 2.87% 214 +492 1.45% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 34,246 3,654 0.01% 0.01% 215 -13 -0.04% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 34,199 3,649 0.07% 0.06% 216 +4,140 13.77% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History New 33,872 3,614 0.0% — 217 +33,872 New Q4 2025 Feb 10, 2026
Wealth Architects, LLC History Added to 33,751 3,601 0.32% 0.31% 218 +3,267 10.72% Q4 2025 Feb 17, 2026
Charles Schwab Trust Co History Added to 33,758 3,601 0.24% 0.24% 219 +924 2.81% Q4 2025 Jan 09, 2026
BCO Wealth Management LLC History Added to 33,460 3,570 2.19% 1.78% 220 +8,147 32.19% Q4 2025 Jan 14, 2026
Integrated Wealth Concepts LLC History Reduced 32,959 3,516 0.04% 0.08% 221 -48,013 -59.3% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 32,919 3,512 0.04% 0.05% 222 +572 1.77% Q4 2025 Feb 09, 2026
Avidian Wealth Enterprises, LLC History Reduced 32,832 3,503 0.13% 0.13% 223 -208 -0.63% Q4 2025 Feb 02, 2026
Financial Plan, Inc. History New 32,714 3,490 0.4% — 224 +32,714 New Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Reduced 32,317 3,448 0.11% 0.11% 225 -1,828 -5.35% Q4 2025 Jan 09, 2026
Sigma Planning Corp History Added to 31,952 3,409 0.09% 0.09% 226 +1,119 3.63% Q4 2025 Jan 30, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 31,914 3,405 0.37% 0.37% 227 +212 0.67% Q4 2025 Jan 29, 2026
Equita Financial Network, Inc. History Added to 30,770 3,283 0.99% 1.04% 228 +2,078 7.24% Q4 2025 Jan 29, 2026
FIRST COMMUNITY TRUST NA History Added to 30,662 3,271 2.44% 0.2% 229 +28,201 1145.92% Q4 2025 Jan 16, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 30,465 3,250 0.22% 0.23% 230 -2,141 -6.57% Q4 2025 Jan 27, 2026
LJI Wealth Management, LLC History Added to 30,252 3,227 0.49% 0.54% 231 +1,041 3.56% Q4 2025 Feb 03, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 30,150 3,217 0.24% 0.25% 232 +410 1.38% Q4 2025 Feb 04, 2026
Fonville Wealth Management LLC History Added to 29,878 3,187 0.65% 0.68% 233 +1,409 4.95% Q4 2025 Jan 23, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 29,843 3,184 0.1% 0.1% 234 +255 0.86% Q4 2025 Jan 30, 2026
CAMBIENT FAMILY OFFICE, LLC History New 29,840 3,183 0.45% — 235 +29,840 New Q4 2025 Feb 20, 2026
Lido Advisors, LLC History Added to 29,815 3,182 0.01% 0.01% 236 +3,301 12.45% Q4 2025 Feb 10, 2026
Root Financial Partners, LLC History Added to 29,743 3,173 0.16% 0.15% 237 +6,827 29.79% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Reduced 29,472 3,144 0.09% 0.1% 238 -418 -1.4% Q4 2025 Feb 19, 2026
Choate Investment Advisors History No change 28,825 3,075 0.06% 0.06% 239 0 0.0% Q4 2025 Feb 09, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 28,524 3,043 0.8% 0.9% 240 -2,095 -6.84% Q4 2025 Feb 06, 2026
CARDIFF PARK ADVISORS, LLC History Added to 28,390 3,029 0.25% 0.23% 241 +84 0.3% Q4 2025 Feb 17, 2026
Hudson Oak Wealth Advisory LLC History New 28,211 3,010 2.66% — 242 +28,211 New Q4 2025 Jan 23, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 27,927 2,979 0.73% 1.02% 243 -9,310 -25.0% Q4 2025 Jan 23, 2026
MAI Capital Management History Added to 27,672 2,952 0.02% 0.02% 244 +80 0.29% Q4 2025 Feb 13, 2026
Highview Capital Management LLC/DE/ History No change 27,614 2,946 1.04% 1.08% 245 0 0.0% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Added to 27,503 2,934 0.0% 0.0% 246 +16,091 141.0% Q4 2025 Feb 12, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 27,201 2,902 0.42% 0.47% 247 -1,689 -5.85% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Reduced 27,051 2,886 0.03% 0.04% 248 -4,286 -13.68% Q4 2025 Feb 05, 2026
Ironwood Wealth Management, LLC. History Added to 26,879 2,867 0.84% 0.96% 249 +102 0.38% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History Added to 26,655 2,844 0.05% 0.05% 250 +2,903 12.22% Q4 2025 Feb 03, 2026
Johnson Bixby & Associates, LLC History Reduced 26,603 2,838 0.35% 0.47% 251 -7,757 -22.58% Q4 2025 Jan 14, 2026
ROGCO, LP History Added to 26,427 2,819 0.93% 0.84% 252 +4,161 18.69% Q4 2025 Jan 30, 2026
NewEdge Wealth, LLC History Reduced 25,824 2,755 0.03% 0.06% 253 -10,406 -28.72% Q4 2025 Feb 03, 2026
Dynasty Wealth Management, LLC History Added to 25,820 2,754 0.03% 0.03% 254 +3,762 17.06% Q4 2025 Feb 10, 2026
BWM Planning, LLC History Added to 25,806 2,753 0.74% 0.28% 255 +17,080 195.74% Q4 2025 Jan 14, 2026
FIDUCIARY TRUST CO History Reduced 25,540 2,725 0.03% 0.03% 256 -934 -3.53% Q4 2025 Feb 13, 2026
Stone Summit Wealth LLC History Added to 25,321 2,701 0.73% 0.73% 257 +1,339 5.58% Q4 2025 Jan 27, 2026
Brewster Financial Planning LLC History Added to 24,831 2,649 1.63% 1.43% 258 +3,584 16.87% Q4 2025 Jan 14, 2026
North Star Investment Management Corp. History Added to 24,630 2,628 0.16% 0.02% 259 +22,380 994.67% Q4 2025 Jan 30, 2026
PENNEY FINANCIAL, LLC History Added to 24,606 2,625 1.01% 1.13% 261 +1,025 4.35% Q4 2025 Jan 21, 2026
Omega Financial Group, LLC History Added to 24,606 2,625 0.86% 0.86% 260 +221 0.91% Q4 2025 Jan 28, 2026
Rehmann Capital Advisory Group History Added to 24,378 2,601 0.14% 0.11% 262 +6,393 35.55% Q4 2025 Mar 04, 2026
Confluence Wealth Services, Inc. History Added to 24,242 2,586 0.11% 0.12% 263 +596 2.52% Q4 2025 Jan 28, 2026
FC Advisory LLC History Added to 23,639 2,522 0.72% 0.73% 264 +307 1.32% Q4 2025 Jan 13, 2026
CHOREO, LLC History Reduced 23,601 2,518 0.03% 0.03% 265 -472 -1.96% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Added to 23,580 2,515 0.04% 0.03% 266 +4,887 26.14% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History Reduced 23,393 2,496 0.22% 0.24% 267 -234 -0.99% Q4 2025 Jan 16, 2026
McBroom & Associates, LLC History Added to 23,383 2,494 1.21% 1.09% 268 +1,830 8.49% Q4 2025 Jan 20, 2026
Unison Advisors LLC History Added to 23,274 2,483 0.22% 0.23% 269 +7 0.03% Q4 2025 Jan 21, 2026
Ally Invest Advisors Inc. History Added to 23,247 2,480 0.17% 0.16% 270 +1,804 8.41% Q4 2025 Feb 13, 2026
Bonfire Financial History Reduced 23,010 2,455 1.83% 1.98% 271 -1,164 -4.82% Q4 2025 Jan 27, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 22,984 2,452 0.21% 0.22% 272 +8,892 63.1% Q4 2025 Feb 11, 2026
Destination Wealth Management History Added to 22,913 2,444 0.06% 0.04% 273 +8,425 58.15% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 22,813 2,434 0.02% 0.03% 274 -772 -3.27% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Added to 22,788 2,431 0.16% 0.16% 275 +1,138 5.26% Q4 2025 Jan 23, 2026
Narus Financial Partners, LLC History Reduced 22,657 2,417 0.67% 0.66% 276 -68 -0.3% Q4 2025 Feb 09, 2026
Safir Wealth Advisors, LLC History No change 22,591 2,410 1.69% 1.7% 277 0 0.0% Q4 2025 Jan 06, 2026
FMR LLC History Added to 22,551 2,406 0.0% 0.0% 278 +4,550 25.28% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 22,115 2,359 0.0% 0.0% 279 +5,799 35.54% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 21,879 2,334 0.01% — 280 +21,879 New Q4 2025 Feb 13, 2026
Triad Wealth Partners, LLC History Added to 21,830 2,329 0.22% 0.11% 281 +13,905 175.46% Q4 2025 Jan 22, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 21,494 2,293 0.23% 0.11% 282 +11,365 112.2% Q4 2025 Jan 20, 2026
Walkner Condon Financial Advisors LLC History Reduced 21,406 2,284 0.32% 0.36% 283 -75 -0.35% Q4 2025 Jan 21, 2026
Pinnacle Bancorp, Inc. History Added to 21,383 2,281 0.67% 0.67% 284 +54 0.25% Q4 2025 Jan 22, 2026
SteelPeak Wealth, LLC History Reduced 21,274 2,269 0.07% 0.08% 285 -341 -1.58% Q4 2025 Jan 20, 2026
KFA Private Wealth Group, LLC History Added to 21,216 2,263 0.55% 0.58% 286 +2,146 11.25% Q4 2025 Jan 07, 2026
Mutual Advisors, LLC History Reduced 21,150 2,256 0.05% 0.05% 287 -542 -2.5% Q4 2025 Feb 02, 2026
Aspen Wealth Management LLC History Reduced 20,843 2,223 0.47% 0.55% 288 -2,204 -9.56% Q4 2025 Jan 05, 2026
Belleair Asset Management, LLC History New 20,660 2,204 2.1% — 289 +20,660 New Q4 2025 Jan 30, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 20,575 2,195 0.0% 0.0% 290 +70 0.34% Q4 2025 Feb 17, 2026
Hirtle Callaghan & Co LLC History Added to 20,547 2,192 0.07% 0.06% 291 +3,449 20.17% Q4 2025 Feb 04, 2026
Avant Financial Advisors LLC History Added to 20,501 2,187 1.57% 1.44% 292 +2,646 14.82% Q4 2025 Jan 15, 2026
PRINCIPAL SECURITIES, INC. History Reduced 20,437 2,180 0.03% 0.04% 293 -110 -0.54% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History Added to 20,314 2,167 0.04% 0.02% 294 +15,360 310.05% Q4 2025 Feb 11, 2026
Pines Wealth Management, LLC History Added to 20,309 2,166 0.7% 0.69% 295 +1,030 5.34% Q4 2025 Feb 02, 2026
Meridian Wealth Management, LLC History Added to 19,839 2,116 0.07% 0.07% 296 +3,869 24.23% Q4 2025 Feb 04, 2026
Wiser Wealth Management, Inc History Added to 19,810 2,113 0.47% 0.46% 297 +995 5.29% Q4 2025 Jan 12, 2026
Carr Financial Group Corp History Added to 19,730 2,105 0.56% 0.57% 298 +156 0.8% Q4 2025 Jan 09, 2026
FLC Capital Advisors History Added to 19,686 2,100 0.39% 0.38% 299 +1,246 6.76% Q4 2025 Feb 11, 2026
Evensky & Katz LLC History Added to 19,465 2,077 0.12% 0.11% 300 +1,914 10.91% Q4 2025 Feb 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 19,410 2,071 0.04% 0.04% 301 -1,991 -9.3% Q4 2025 Jan 07, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 19,283 2,057 0.46% 0.84% 302 -14,229 -42.46% Q4 2025 Jan 12, 2026
1900 WEALTH MANAGEMENT LLC History Added to 19,209 2,049 0.13% 0.04% 303 +14,281 289.79% Q4 2025 Jan 20, 2026
FORONJY FINANCIAL LLC History Added to 19,178 2,046 0.85% 0.81% 304 +1,831 10.56% Q4 2025 Feb 03, 2026
Red Tortoise LLC History No change 19,161 2,044 0.87% 0.89% 305 0 0.0% Q4 2025 Jan 22, 2026
NDWM LLC History Reduced 18,976 2,024 1.34% 1.73% 306 -4,869 -20.42% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History Added to 18,901 2,016 0.09% 0.09% 308 +556 3.03% Q4 2025 Jan 29, 2026
Pure Financial Advisors, LLC History Reduced 18,897 2,016 0.37% 0.03% 307 -364 -1.89% Q4 2025 Mar 04, 2026
Beaird Harris Wealth Management, LLC History Added to 18,776 2,003 0.14% 0.14% 309 +657 3.63% Q4 2025 Feb 23, 2026
Global Retirement Partners, LLC History Added to 18,717 1,997 0.04% 0.01% 310 +13,920 290.18% Q4 2025 Feb 06, 2026
KWMG, LLC History Reduced 18,631 1,987 0.17% 0.21% 311 -3,579 -16.11% Q4 2025 Jan 16, 2026
Midwestern Financial, LLC /IA History Reduced 18,218 1,943 1.61% 1.71% 312 -446 -2.39% Q4 2025 Feb 06, 2026
Allegheny Financial Group History Reduced 18,064 1,927 0.29% 0.36% 313 -2 -0.01% Q4 2025 Feb 02, 2026
Smith Thornton Advisors LLC History Reduced 17,969 1,917 0.98% 1.02% 314 -253 -1.39% Q4 2025 Jan 14, 2026
Trivium Point Advisory, LLC History Added to 17,950 1,915 0.19% 0.19% 315 +700 4.06% Q4 2025 Jan 26, 2026
Per Stirling Capital Management, LLC. History Reduced 17,880 1,907 0.21% 0.23% 316 -513 -2.79% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 17,633 1,889 0.05% 0.04% 317 +3,349 23.45% Q4 2025 Jan 28, 2026
AlphaCore Capital LLC History Added to 17,685 1,886 0.04% 0.01% 318 +16,187 1080.57% Q4 2025 Feb 05, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 17,510 1,868 0.09% 0.09% 319 +1,275 7.85% Q4 2025 Feb 03, 2026
Hobart Private Capital, LLC History Reduced 17,480 1,865 0.36% 0.39% 320 -143 -0.81% Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Reduced 17,372 1,853 0.01% 0.01% 321 -3,585 -17.11% Q4 2025 Feb 12, 2026
WLTH Capital Management, LLC History New 17,167 1,843 1.43% — 322 +17,167 New Q4 2025 Feb 24, 2026
OLD MISSION CAPITAL LLC History New 17,232 1,838 0.04% — 323 +17,232 New Q4 2025 Feb 17, 2026
ACCREDITED INVESTOR SERVICES, LLC History Reduced 17,226 1,838 1.22% 1.26% 324 -13 -0.08% Q4 2025 Feb 09, 2026
Aptus Capital Advisors, LLC History Added to 17,216 1,836 0.01% 0.01% 325 +5,610 48.34% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 17,132 1,827 0.07% 0.06% 326 +1,915 12.58% Q4 2025 Feb 06, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 17,025 1,816 1.12% 1.21% 327 0 0.0% Q4 2025 Feb 10, 2026
MAYPORT, LLC History Reduced 17,001 1,814 0.37% 0.49% 328 -4,200 -19.81% Q4 2025 Jan 21, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 16,945 1,808 0.05% 0.05% 329 +250 1.5% Q4 2025 Feb 13, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 16,876 1,800 0.59% 0.63% 330 -695 -3.96% Q4 2025 Jan 27, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 16,843 1,797 1.2% 1.25% 332 -341 -1.98% Q4 2025 Feb 05, 2026
Bangor Savings Bank History Added to 16,848 1,797 0.14% 0.15% 331 +234 1.41% Q4 2025 Jan 16, 2026
Apeiron RIA LLC History Reduced 16,732 1,788 0.36% 0.41% 333 -357 -2.09% Q4 2025 Feb 03, 2026
Ballast Rock Private Wealth LLC History New 16,216 1,730 1.08% — 334 +16,216 New Q4 2025 Feb 04, 2026
SFAM, LLC History New 16,189 1,727 1.58% — 335 +16,189 New Q4 2025 Feb 12, 2026
Cypress Capital Group History Added to 16,035 1,710 0.19% 0.2% 336 +495 3.19% Q4 2025 Feb 11, 2026
Advisory Alpha, LLC History Reduced 16,022 1,709 0.05% 0.05% 337 -394 -2.4% Q4 2025 Feb 06, 2026
ADE, LLC History Reduced 15,996 1,706 0.83% 1.03% 338 -3,074 -16.12% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 15,916 1,699 0.0% 0.0% 339 -1,780 -10.06% Q4 2025 Feb 05, 2026
Galvin, Gaustad & Stein, LLC History Reduced 15,696 1,674 0.13% 0.15% 340 -1,918 -10.89% Q4 2025 Jan 23, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 15,464 1,650 0.18% 0.06% 342 +10,490 210.9% Q4 2025 Feb 04, 2026
Roth Financial Partners LLC History Added to 15,465 1,650 0.54% 0.55% 341 +60 0.39% Q4 2025 Jan 29, 2026
L.K. Benson & Company, P.C. History Added to 15,443 1,647 0.83% 0.86% 343 +517 3.46% Q4 2025 Feb 06, 2026
IFG Advisors, LLC History Added to 15,377 1,640 0.27% 0.24% 344 +1,685 12.31% Q4 2025 Jan 13, 2026
Olde Wealth Management, LLC History No change 15,362 1,639 0.5% 0.5% 345 0 0.0% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 15,271 1,629 0.02% 0.01% 346 +7,003 84.7% Q4 2025 Feb 13, 2026
Crusonia Wealth Advisors LLC History New 15,082 1,609 0.35% — 347 +15,082 New Q4 2025 Feb 18, 2026
GREENWOOD GEARHART INC History No change 15,000 1,600 0.09% 0.09% 348 0 0.0% Q4 2025 Feb 04, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 14,691 1,567 0.45% 0.41% 349 +2,275 18.32% Q4 2025 Feb 10, 2026
Wedmont Private Capital History Reduced 14,596 1,560 0.05% 0.06% 350 -1,697 -10.42% Q4 2025 Jan 08, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 14,542 1,551 1.05% 0.95% 351 +1,176 8.8% Q4 2025 Feb 04, 2026
Seaside Wealth Management, Inc. History Reduced 14,373 1,533 0.44% 0.47% 352 -353 -2.4% Q4 2025 Feb 17, 2026
Rosenberg Matthew Hamilton History Added to 14,326 1,528 0.32% 0.28% 353 +2,258 18.71% Q4 2025 Jan 05, 2026
Evernest Financial Advisors, LLC History Added to 14,187 1,521 0.32% 0.37% 354 +1,939 15.83% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 14,020 1,495 0.03% 0.02% 355 +2,304 19.67% Q4 2025 Feb 11, 2026
AE Wealth Management LLC History Added to 13,990 1,492 0.01% 0.0% 356 +11,353 430.53% Q4 2025 Jan 26, 2026
Godshalk Welsh Capital Management, Inc. History Added to 13,950 1,488 0.85% 0.83% 357 +325 2.39% Q4 2025 Feb 12, 2026
Heartwood Wealth Advisors LLC History Reduced 13,868 1,479 0.14% 0.18% 358 -4,611 -24.95% Q4 2025 Jan 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 13,754 1,467 0.03% 0.02% 359 +2,786 25.4% Q4 2025 Feb 19, 2026
Soltis Investment Advisors LLC History Reduced 13,710 1,462 0.1% 0.11% 360 -1,347 -8.95% Q4 2025 Apr 02, 2026
GTS SECURITIES LLC History New 13,595 1,450 0.05% — 361 +13,595 New Q4 2025 Feb 13, 2026
True Link Financial Advisors, LLC History No change 13,470 1,437 0.09% 0.09% 362 0 0.0% Q4 2025 Jan 29, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 13,433 1,433 0.48% 0.52% 363 -131 -0.97% Q4 2025 Jan 20, 2026
McNaughton Wealth Management, LLC History Reduced 13,376 1,427 0.59% 0.7% 364 -2,209 -14.17% Q4 2025 Jan 12, 2026
Rockbridge Investment Management, LCC History Added to 13,300 1,419 0.13% 0.14% 365 +46 0.35% Q4 2025 Feb 04, 2026
Financial Strategies Group, Inc. History Added to 13,229 1,414 0.26% 0.26% 366 +407 3.17% Q4 2025 Feb 05, 2026
Stewardship Advisors, LLC History Added to 13,243 1,413 0.33% 0.33% 367 +108 0.82% Q4 2025 Jan 15, 2026
FSM Wealth Advisors, LLC History Reduced 13,176 1,405 0.19% 0.2% 368 -184 -1.38% Q4 2025 Jan 23, 2026
Smith & Howard Wealth Management, LLC History Reduced 13,140 1,402 0.32% 0.4% 369 -3,206 -19.61% Q4 2025 Feb 03, 2026
Plancorp, LLC History No change 13,118 1,399 0.04% 0.04% 370 0 0.0% Q4 2025 Feb 05, 2026
RCS Financial Planning, LLC History Added to 13,093 1,397 0.6% 0.62% 371 +28 0.21% Q4 2025 Jan 15, 2026
First Heartland Consultants, Inc. History Reduced 12,976 1,384 0.1% 0.15% 372 -4,680 -26.51% Q4 2025 Jan 09, 2026
Running Point Capital Advisors, LLC History Added to 12,943 1,381 0.38% 0.37% 373 +129 1.01% Q4 2025 Feb 17, 2026
Veratis Advisors, Inc. History New 12,856 1,380 1.09% — 374 +12,856 New Q4 2025 Feb 18, 2026
Beacon Harbor Wealth Advisors, Inc. History No change 12,911 1,377 0.31% 0.32% 375 0 0.0% Q4 2025 Jan 23, 2026
Orange Investment Advisors, Inc. History Added to 12,753 1,360 0.15% 0.13% 376 +700 5.81% Q4 2025 Feb 06, 2026
Strategic Blueprint, LLC History Reduced 12,646 1,349 0.08% 0.06% 377 -309 -2.39% Q4 2025 Jan 30, 2026
White Lighthouse Investment Management Inc. History No change 12,636 1,348 0.19% 0.21% 378 0 0.0% Q4 2025 Feb 09, 2026
Edgestream Partners, L.P. History Added to 12,572 1,341 0.04% 0.01% 379 +7,822 164.67% Q4 2025 Feb 13, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 12,511 1,334 0.06% 0.07% 380 -674 -5.11% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History Added to 12,369 1,319 0.03% 0.03% 381 +2,168 21.25% Q4 2025 Feb 06, 2026
Capital Investment Advisors, LLC History Added to 12,350 1,317 0.02% 0.02% 382 +39 0.32% Q4 2025 Jan 13, 2026
IAM Advisory, LLC History Reduced 12,322 1,314 0.29% 0.38% 384 -3,331 -21.28% Q4 2025 Jan 07, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 12,298 1,314 0.45% 0.48% 383 +92 0.75% Q4 2025 Jan 12, 2026
McAdam, LLC History Reduced 12,248 1,306 0.06% 0.07% 385 -247 -1.98% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 12,226 1,304 0.0% 0.0% 386 +4,922 67.39% Q4 2025 Feb 17, 2026
Wingate Wealth Advisors, Inc. History Added to 12,210 1,302 0.73% 0.4% 387 +6,776 124.7% Q4 2025 Jan 28, 2026
Redhawk Wealth Advisors, Inc. History Reduced 12,141 1,295 0.15% 0.19% 388 -3,390 -21.83% Q4 2025 Jan 14, 2026
FIRST NATIONAL TRUST CO History Added to 11,991 1,279 0.04% 0.04% 389 +950 8.6% Q4 2025 Feb 09, 2026
Cresset Asset Management, LLC History Reduced 11,890 1,268 0.01% 0.01% 390 -5,539 -31.78% Q4 2025 Feb 17, 2026
Boltwood Capital Management History Added to 11,855 1,264 0.33% 0.33% 391 +420 3.67% Q4 2025 Jan 02, 2026
Strategic Financial Services, Inc. History Added to 11,713 1,255 0.06% 0.03% 392 +5,321 83.24% Q4 2025 Feb 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 11,559 1,234 0.0% 0.0% 393 -1,991 -14.69% Q4 2025 Feb 05, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 11,527 1,229 0.34% 0.69% 394 -8,942 -43.69% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 11,432 1,219 0.0% 0.0% 395 +522 4.78% Q4 2025 Jan 30, 2026
GenTrust, LLC History Reduced 11,368 1,212 0.05% 0.06% 396 -1,338 -10.53% Q4 2025 Feb 02, 2026
Human Investing LLC History Reduced 11,342 1,210 0.17% 0.19% 397 -884 -7.23% Q4 2025 Jan 27, 2026
Intergy Private Wealth, LLC History Added to 11,347 1,210 0.37% 0.38% 398 +21 0.19% Q4 2025 Jan 22, 2026
StoneX Group Inc. History Added to 11,254 1,200 0.05% 0.03% 399 +4,255 60.79% Q4 2025 Feb 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 11,192 1,194 0.01% — 400 +11,192 New Q4 2025 Feb 17, 2026
Diversified Enterprises, LLC History Added to 11,178 1,192 0.07% 0.07% 401 +777 7.47% Q4 2025 Jan 28, 2026
Avid Wealth Partners LLC History Reduced 11,076 1,181 0.58% 0.63% 402 -766 -6.47% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Added to 11,057 1,179 0.04% 0.03% 403 +909 8.96% Q4 2025 Feb 11, 2026
PINNEY & SCOFIELD, INC. History No change 10,985 1,172 0.67% 0.73% 404 0 0.0% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History Reduced 10,973 1,170 0.47% 0.55% 405 -1,937 -15.0% Q4 2025 Feb 06, 2026
Bull Street Advisors, LLC History Added to 10,875 1,160 0.54% 0.54% 406 +50 0.46% Q4 2025 Jan 28, 2026
CX Institutional History Added to 10,851 1,158 0.03% 0.03% 407 +330 3.14% Q4 2025 Feb 02, 2026
Shore Point Advisors, LLC History Added to 10,818 1,154 0.49% 0.44% 408 +1,527 16.44% Q4 2025 Jan 23, 2026
Premier Path Wealth Partners, LLC History Reduced 10,627 1,133 0.15% 0.17% 409 -1,519 -12.51% Q4 2025 Jan 22, 2026
United Advisor Group, LLC History Added to 10,595 1,130 0.14% 0.15% 410 +280 2.71% Q4 2025 Jan 26, 2026
SAX WEALTH ADVISORS, LLC History Added to 10,579 1,128 0.05% 0.06% 411 +602 6.03% Q4 2025 Jan 12, 2026
TOMPKINS FINANCIAL CORP History No change 10,467 1,116 0.09% 0.09% 412 0 0.0% Q4 2025 Jan 08, 2026
Exchange Bank History No change 10,435 1,113 0.77% 0.77% 413 0 0.0% Q4 2025 Jan 13, 2026
Midwest Trust Co History Added to 10,404 1,110 0.01% 0.0% 414 +7,233 228.1% Q4 2025 Feb 04, 2026
BENJAMIN EDWARDS INC History Added to 10,333 1,104 0.01% 0.01% 415 +1,681 19.43% Q4 2025 Feb 02, 2026
Dynamic Wealth Strategies, LLC History Reduced 10,341 1,103 0.66% 0.8% 416 -874 -7.79% Q4 2025 Feb 04, 2026
VestGen Advisors, LLC History Added to 10,328 1,101 0.05% 0.02% 417 +3,775 57.61% Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 10,220 1,090 0.07% 0.07% 418 0 0.0% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 10,205 1,088 0.01% 0.01% 419 +2,912 39.93% Q4 2025 Jan 29, 2026
Peak Wealth Management LLC History New 10,110 1,078 0.9% — 421 +10,110 New Q4 2025 Feb 04, 2026
RiverFront Investment Group, LLC History Added to 10,111 1,078 0.02% 0.02% 420 +840 9.06% Q4 2025 Feb 05, 2026
Capital Investment Advisory Services, LLC History Added to 10,092 1,076 0.08% 0.01% 422 +9,396 1350.0% Q4 2025 Jan 21, 2026
MainStreet Investment Advisors LLC History Added to 10,084 1,075 0.15% 0.14% 423 +15 0.15% Q4 2025 Feb 10, 2026
TruNorth Capital Management, LLC History No change 10,070 1,074 0.2% 0.21% 424 0 0.0% Q4 2025 Feb 11, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 10,030 1,070 0.03% 0.03% 425 -1,080 -9.72% Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Added to 9,970 1,063 0.12% 0.12% 426 +163 1.66% Q4 2025 Feb 17, 2026
American Wealth Advisors, LLC History Added to 9,965 1,063 1.04% 1.05% 427 +2 0.02% Q4 2025 Jan 26, 2026
ARS Wealth Advisors Group, LLC History Added to 9,924 1,058 0.1% 0.09% 428 +1,124 12.77% Q4 2025 Jan 12, 2026
Cosner Financial Group, LLC History Reduced 9,873 1,053 0.54% 0.57% 429 -104 -1.04% Q4 2025 Jan 30, 2026
Timonier Family Office, LTD. History Reduced 9,807 1,046 0.33% 0.43% 430 -2,408 -19.71% Q4 2025 Feb 04, 2026
ST GERMAIN D J CO INC History Added to 9,741 1,039 0.04% 0.04% 431 +929 10.54% Q4 2025 Jan 29, 2026
Edgemoor Investment Advisors, Inc. History Added to 9,518 1,015 0.08% 0.07% 432 +1,565 19.68% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 9,356 998 0.0% 0.0% 433 +110 1.19% Q4 2025 Feb 06, 2026
Legacy Private Trust Co. History Reduced 9,313 993 0.06% 0.14% 434 -12,073 -56.45% Q4 2025 Jan 08, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 9,296 991 0.06% 0.04% 435 +2,467 36.13% Q4 2025 Jan 20, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 9,262 988 0.47% 0.47% 436 +203 2.24% Q4 2025 Feb 13, 2026
ORG Partners LLC History Added to 9,211 983 0.17% 0.18% 437 +62 0.68% Q4 2025 Jan 14, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 9,147 975 0.68% 0.75% 438 +45 0.49% Q4 2025 Feb 11, 2026
Rinkey Investments History No change 9,058 966 0.25% 0.26% 439 0 0.0% Q4 2025 Feb 04, 2026
SONATA CAPITAL GROUP INC History No change 9,036 964 0.35% 0.36% 440 0 0.0% Q4 2025 Jan 26, 2026
Berger Financial Group, Inc History Added to 9,017 962 0.06% 0.06% 441 +40 0.45% Q4 2025 Jan 27, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 9,005 960 0.17% 0.13% 442 +2,440 37.17% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History Reduced 8,993 959 0.07% 0.08% 443 -235 -2.55% Q4 2025 Jan 20, 2026
Envision Financial LLC History Reduced 8,972 957 0.51% 0.56% 444 -119 -1.31% Q4 2025 Jan 07, 2026
IFG Advisory, LLC History Added to 8,967 956 0.04% 0.04% 445 +1,181 15.17% Q4 2025 Feb 10, 2026
NWAM LLC History Reduced 8,957 955 0.05% 0.07% 446 -3,598 -28.66% Q4 2025 Feb 04, 2026
Vantage Point Financial LLC History New 8,944 954 0.34% — 447 +8,944 New Q4 2025 Feb 02, 2026
DRAVO BAY LLC History Added to 8,939 953 0.4% 0.39% 448 +627 7.54% Q4 2025 Jan 27, 2026
Prairiewood Capital, LLC History Added to 8,883 947 0.29% 0.31% 449 +206 2.37% Q4 2025 Jan 26, 2026
Fragasso Financial Advisors Inc History No change 8,817 940 0.06% 0.06% 450 0 0.0% Q4 2025 Jan 07, 2026
MONTAG A & ASSOCIATES INC History Reduced 8,779 936 0.04% 0.06% 451 -2,706 -23.56% Q4 2025 Feb 02, 2026
Objective Capital Management, LLC History Added to 8,775 936 0.95% 0.91% 452 +506 6.12% Q4 2025 Feb 04, 2026
CGN Advisors LLC History Reduced 8,742 932 0.07% 0.08% 453 -531 -5.73% Q4 2025 Jan 05, 2026
Amplius Wealth Advisors, LLC History No change 8,708 929 0.08% 0.08% 454 0 0.0% Q4 2025 Jan 12, 2026
Ameritas Advisory Services, LLC History Added to 8,700 928 0.03% 0.0% 455 +8,586 7531.58% Q4 2025 Feb 04, 2026
Rock Point Advisors, LLC History Added to 8,680 926 0.23% 0.24% 456 +41 0.47% Q4 2025 Feb 04, 2026
CHATHAM CAPITAL GROUP, INC. History No change 8,675 925 0.13% 0.13% 457 0 0.0% Q4 2025 Jan 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 8,653 923 0.0% 0.0% 458 -492 -5.38% Q4 2025 Jan 30, 2026
Gradient Investments LLC History Added to 8,659 923 0.01% 0.01% 459 +452 5.51% Q4 2025 Jan 08, 2026
HSBC HOLDINGS PLC History New 8,632 921 0.0% — 460 +8,632 New Q4 2025 Mar 20, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 8,639 921 0.02% 0.02% 461 -185 -2.1% Q4 2025 Jan 07, 2026
CVA Family Office, LLC History Reduced 8,602 917 0.11% 0.13% 462 -819 -8.69% Q4 2025 Jan 12, 2026
TriaGen Wealth Management LLC History No change 8,541 911 0.24% 0.24% 463 0 0.0% Q4 2025 Jan 27, 2026
Wright Wealth LLC History New 8,482 905 0.59% — 464 +8,482 New Q4 2025 Feb 13, 2026
WHITE PINE CAPITAL LLC History Added to 8,424 898 0.25% 0.18% 465 +2,575 44.02% Q4 2025 Feb 09, 2026
POSTROCK PARTNERS LLC History No change 8,400 896 0.39% 0.4% 466 0 0.0% Q4 2025 Jan 16, 2026
Procyon Advisors, LLC History Added to 8,357 891 0.04% 0.04% 467 +1,652 24.64% Q4 2025 Jan 07, 2026
Jordan Park Group LLC History Added to 8,329 888 0.05% 0.04% 468 +1,790 27.37% Q4 2025 Feb 10, 2026
Aviance Capital Partners, LLC History Added to 8,184 873 0.1% 0.1% 469 +18 0.22% Q4 2025 Feb 06, 2026
LeConte Wealth Management, LLC History Added to 7,960 849 0.55% 0.53% 470 +574 7.77% Q4 2025 Jan 15, 2026
NBT BANK N A /NY History No change 7,955 848 0.05% 0.06% 471 0 0.0% Q4 2025 Jan 23, 2026
Plum Street Advisors, LLC History Added to 7,887 841 0.3% 0.32% 472 +15 0.19% Q4 2025 Feb 13, 2026
HILL ISLAND FINANCIAL LLC History Added to 7,866 839 0.2% 0.18% 473 +1,013 14.78% Q4 2025 Jan 22, 2026
Joel Adams & Associates, Inc. History Reduced 7,863 838 0.63% 0.69% 474 -100 -1.26% Q4 2025 Jan 27, 2026
Everhart Financial Group, Inc. History Added to 7,825 834 0.08% 0.08% 475 +111 1.44% Q4 2025 Jan 07, 2026
Westover Capital Advisors, LLC History Added to 7,778 829 0.15% 0.14% 476 +779 11.13% Q4 2025 Feb 09, 2026
Silver Grove Financial Group, Inc. History Added to 7,717 823 0.71% 0.76% 477 +190 2.52% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 7,701 821 0.01% 0.01% 478 +1,219 18.81% Q4 2025 Feb 17, 2026
O'Domhnaill Enterprises, Inc. History New 7,632 814 0.76% — 479 +7,632 New Q4 2025 Feb 17, 2026
Linscomb Wealth, Inc. History Reduced 7,624 813 0.03% 0.04% 480 -603 -7.33% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 7,606 811 0.05% 0.07% 481 -2,296 -23.19% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,606 811 0.02% 0.02% 482 0 0.0% Q4 2025 Feb 09, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 7,593 810 0.67% 0.8% 483 0 0.0% Q4 2025 Feb 02, 2026
VISTA INVESTMENT MANAGEMENT History No change 7,588 809 0.27% 0.28% 484 0 0.0% Q4 2025 Feb 17, 2026
PATTEN & PATTEN INC/TN History Reduced 7,440 793 0.05% 0.05% 485 -180 -2.36% Q4 2025 Feb 03, 2026
Scott Capital Advisors, LLC History Reduced 7,402 789 0.17% 0.24% 486 -2,650 -26.36% Q4 2025 Jan 12, 2026
Neuberger Berman Group LLC History Added to 7,390 788 0.0% 0.0% 487 +1,360 22.55% Q4 2025 Feb 13, 2026
Trinity Wealth Management, LLC History Added to 7,372 786 0.29% 0.29% 488 +32 0.44% Q4 2025 Jan 15, 2026
HARBOUR INVESTMENTS, INC. History Reduced 7,359 785 0.02% 0.02% 489 -74 -1.0% Q4 2025 Feb 09, 2026
New World Advisors LLC History Reduced 7,355 784 0.13% 0.16% 490 -960 -11.55% Q4 2025 Feb 06, 2026
Compass Financial Group, Inc. History Added to 7,336 782 0.35% 0.33% 491 +411 5.94% Q4 2025 Feb 05, 2026
Koss-Olinger Consulting, LLC History New 7,290 778 0.06% — 492 +7,290 New Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Reduced 7,152 763 0.08% 0.08% 493 -62 -0.86% Q4 2025 Feb 11, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 7,096 757 0.01% 0.01% 494 0 0.0% Q4 2025 Jan 15, 2026
Clarus Group, Inc. History Reduced 7,093 756 0.27% 0.3% 495 -1,024 -12.62% Q4 2025 Jan 16, 2026
Discipline Wealth Solutions, LLC History Reduced 7,066 753 0.14% 0.24% 496 -1,371 -16.25% Q4 2025 Jan 26, 2026
OpenArc Corporate Advisory, LLC History New 6,934 739 0.01% — 497 +6,934 New Q4 2025 Feb 13, 2026
Wescott Financial Advisory Group, LLC History Reduced 6,905 736 0.06% 0.13% 498 -7,109 -50.73% Q4 2025 Feb 12, 2026
SAPIENT CAPITAL LLC History Added to 6,871 733 0.01% 0.0% 499 +4,607 203.49% Q4 2025 Feb 05, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 6,834 729 0.07% 0.14% 500 -6,713 -49.55% Q4 2025 Jan 20, 2026
Capital Investment Services of America, Inc. History No change 6,750 720 0.07% 0.06% 501 0 0.0% Q4 2025 Jan 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 6,742 719 0.04% 0.04% 502 +260 4.01% Q4 2025 Jan 26, 2026
Archford Capital Strategies, LLC History Reduced 6,650 709 0.08% 0.09% 504 -305 -4.39% Q4 2025 Jan 15, 2026
DEAN INVESTMENT ASSOCIATES, LLC History No change 6,650 709 0.1% 0.1% 503 0 0.0% Q4 2025 Feb 17, 2026
Sunbeam Capital Management, LLC History Reduced 6,642 708 0.42% 0.68% 505 -3,564 -34.92% Q4 2025 Feb 13, 2026
COLLECTIVE FAMILY OFFICE LLC History New 6,570 701 0.16% — 506 +6,570 New Q4 2025 Jan 06, 2026
ZEVIN ASSET MANAGEMENT LLC History New 6,541 697 0.09% — 507 +6,541 New Q4 2025 Feb 12, 2026
Investment Planning Advisors, Inc. History Reduced 6,531 696 0.2% 0.22% 508 -120 -1.8% Q4 2025 Jan 20, 2026
Brady Martz Wealth Solutions, LLC History Reduced 6,473 690 0.12% 0.13% 509 -96 -1.46% Q4 2025 Jan 15, 2026
INVESTMENT PARTNERS, LTD. History Reduced 6,460 689 0.24% 0.3% 510 -1,558 -19.43% Q4 2025 Feb 10, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Reduced 6,399 682 0.11% 0.12% 511 -306 -4.56% Q4 2025 Jan 21, 2026
Flaharty Asset Management, LLC History Added to 6,312 673 0.08% 0.03% 512 +3,806 151.88% Q4 2025 Feb 06, 2026
Lineweaver Wealth Advisors, LLC History Added to 6,231 664 0.09% 0.09% 513 +284 4.78% Q4 2025 Jan 14, 2026
Hilltop Partners LLC History Added to 6,219 663 0.17% 0.2% 514 +1 0.02% Q4 2025 Feb 10, 2026
Relyea Zuckerberg Hanson LLC History Added to 6,163 657 0.07% 0.05% 515 +1,389 29.1% Q4 2025 Jan 20, 2026
ArborFi Advisors, LLC History Added to 6,161 657 0.53% 0.49% 516 +514 9.1% Q4 2025 Jan 29, 2026
Rockport Wealth LLC History No change 6,150 656 0.13% 0.13% 517 0 0.0% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 6,074 648 0.02% — 518 +6,074 New Q4 2025 Feb 13, 2026
Orgel Wealth Management, LLC History Added to 6,039 644 0.01% 0.01% 519 +159 2.7% Q4 2025 Jan 07, 2026
Ashton Thomas Private Wealth, LLC History Reduced 6,022 642 0.02% 0.02% 520 -869 -12.61% Q4 2025 Jan 29, 2026
Aspen Wealth Strategies, LLC History Reduced 6,010 641 0.35% 0.36% 521 -120 -1.96% Q4 2025 Jan 28, 2026
Central Pacific Bank - Trust Division History Reduced 5,968 636 0.08% 0.09% 522 -1,087 -15.41% Q4 2025 Jan 07, 2026
YHB Investment Advisors, Inc. History Reduced 5,933 633 0.04% 0.05% 523 -232 -3.76% Q4 2025 Jan 16, 2026
CITIZENS & NORTHERN CORP History No change 5,929 632 0.16% 0.16% 524 0 0.0% Q4 2025 Jan 28, 2026
PETRA FINANCIAL ADVISORS INC History Added to 5,863 625 0.37% 0.36% 525 +45 0.77% Q4 2025 Jan 21, 2026
TAGStone Capital, Inc. History Reduced 5,834 622 0.23% 0.25% 526 -114 -1.92% Q4 2025 Feb 10, 2026
Tilson Financial Group, Inc. History Added to 5,712 609 0.19% 0.2% 528 +31 0.55% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 5,709 609 0.0% 0.0% 527 0 0.0% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 5,705 608 0.07% 0.1% 530 +299 5.53% Q4 2025 Feb 13, 2026
LIBRA WEALTH LLC History No change 5,699 608 0.17% 0.18% 529 0 0.0% Q4 2025 Jan 28, 2026
Accurate Wealth Management, LLC History Added to 5,677 607 0.08% 0.06% 531 +1,790 46.05% Q4 2025 Jan 14, 2026
Parkside Financial Bank & Trust History Reduced 5,671 605 0.05% 0.05% 532 -289 -4.85% Q4 2025 Feb 13, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 5,624 601 0.09% 0.09% 534 +2,935 109.15% Q4 2025 Jan 07, 2026
Vivaldi Capital Management LP History Reduced 5,639 601 0.08% 0.11% 533 -1,867 -24.87% Q4 2025 Feb 13, 2026
SP Asset Management LLC History Added to 5,625 600 0.05% 0.05% 535 +48 0.86% Q4 2025 Jan 28, 2026
Clear Creek Financial Management, LLC History Added to 5,620 599 0.05% 0.05% 536 +279 5.22% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History Reduced 5,587 596 0.08% 0.14% 537 -3,537 -38.77% Q4 2025 Jan 29, 2026
WJ Wealth Management, LLC History Reduced 5,577 595 0.26% 0.28% 538 -472 -7.8% Q4 2025 Feb 05, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,563 593 0.0% 0.0% 539 +1,443 35.02% Q4 2025 Feb 17, 2026
Haverford Trust Co History Added to 5,531 590 0.01% 0.0% 540 +479 9.48% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 5,527 589 0.02% 0.1% 541 -21,369 -79.45% Q4 2025 Jan 14, 2026
Code Waechter LLC History Reduced 5,514 588 0.38% 0.41% 542 -431 -7.25% Q4 2025 Jan 26, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 5,508 587 0.04% 0.04% 543 +125 2.32% Q4 2025 Jan 23, 2026
NOVEM GROUP History Reduced 5,443 580 0.07% 0.08% 544 -1,296 -19.23% Q4 2025 Jan 27, 2026
Quadrant Private Wealth Management, LLC History New 5,414 577 0.09% — 545 +5,414 New Q4 2025 Jan 26, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 5,411 577 0.37% 0.38% 546 0 0.0% Q4 2025 Jan 29, 2026
Beaumont Financial Advisors, LLC History Reduced 5,385 574 0.04% 0.05% 547 -1,900 -26.08% Q4 2025 Jan 16, 2026
Colonial Trust Co / SC History No change 5,376 573 0.08% 0.08% 548 0 0.0% Q4 2025 Feb 12, 2026
L. Roy Papp & Associates, LLP History Added to 5,350 570 0.06% 0.05% 549 +1,000 22.99% Q4 2025 Jan 28, 2026
Synergy Investment Management, LLC History Added to 5,332 568 0.2% 0.21% 550 +155 2.99% Q4 2025 Feb 06, 2026
W.H. Cornerstone Investments Inc. History Added to 5,312 566 0.34% 0.31% 551 +524 10.94% Q4 2025 Feb 10, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 5,297 565 0.02% 0.02% 552 0 0.0% Q4 2025 Jan 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 5,264 561 0.01% 0.02% 553 -489 -8.5% Q4 2025 Feb 03, 2026
Chesapeake Wealth Management History No change 5,250 560 0.17% 0.17% 554 0 0.0% Q4 2025 Feb 03, 2026
Ausdal Financial Partners, Inc. History Reduced 5,193 554 0.03% 0.03% 555 -646 -11.06% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 5,168 551 0.01% 0.01% 556 0 0.0% Q4 2025 Feb 12, 2026
WBH ADVISORY INC History No change 5,148 549 0.04% 0.04% 557 0 0.0% Q4 2025 Jan 26, 2026
Efficient Advisors, LLC History Reduced 5,120 546 0.03% 0.03% 558 -478 -8.54% Q4 2025 Jan 21, 2026
Onyx Bridge Wealth Group LLC History Added to 5,100 544 0.06% 0.06% 559 +44 0.87% Q4 2025 Feb 18, 2026
Waldron Private Wealth LLC History Reduced 5,091 543 0.02% 0.04% 560 -3,188 -38.51% Q4 2025 Jan 14, 2026
Revolve Wealth Partners, LLC History No change 5,078 541 0.06% 0.07% 561 0 0.0% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Added to 5,066 540 0.02% 0.02% 562 +136 2.76% Q4 2025 Jan 13, 2026
Csenge Advisory Group History Added to 5,053 539 0.02% 0.02% 563 +652 14.81% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 5,044 538 0.0% 0.0% 564 +660 15.05% Q4 2025 Feb 17, 2026
Colonial Trust Advisors History No change 5,020 535 0.04% 0.04% 565 0 0.0% Q4 2025 Feb 12, 2026
Helium Advisors LLC History Reduced 5,009 534 0.54% 0.45% 567 -37 -0.73% Q4 2025 Feb 12, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 5,000 534 0.07% 0.07% 566 0 0.0% Q4 2025 Jan 21, 2026
Austin Private Wealth, LLC History Reduced 5,003 533 0.04% 0.06% 568 -2,927 -36.91% Q4 2025 Jan 20, 2026
Princeton Global Asset Management LLC History Reduced 4,990 532 0.09% 0.09% 569 -130 -2.54% Q4 2025 Jan 20, 2026
FF Advisors,LLC History No change 4,912 524 0.23% 0.25% 570 0 0.0% Q4 2025 Feb 13, 2026
Rodgers & Associates, LTD History Added to 4,905 523 0.05% 0.04% 571 +1,386 39.39% Q4 2025 Jan 22, 2026
Essex Financial Services, Inc. History No change 4,879 520 0.03% 0.03% 572 0 0.0% Q4 2025 Feb 10, 2026
Wealthcare Capital Partners, LLC History Added to 4,852 517 0.24% 0.21% 573 +499 11.46% Q4 2025 Jan 14, 2026
Rede Wealth, LLC History New 4,804 512 0.18% — 574 +4,804 New Q4 2025 Jan 23, 2026
London & Capital Asset Management Ltd History New 4,798 511 0.01% — 575 +4,798 New Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 4,678 499 0.0% 0.0% 576 -370 -7.33% Q4 2025 Jan 12, 2026
Biltmore Family Office, LLC History No change 4,680 499 0.07% 0.07% 577 0 0.0% Q4 2025 Feb 04, 2026
Stratos Investment Management, LLC History Reduced 4,667 498 0.02% 0.02% 578 -315 -6.32% Q4 2025 Jan 20, 2026
Cannon Wealth Management Services, LLC History Added to 4,668 498 0.35% 0.36% 579 +174 3.87% Q4 2025 Jan 27, 2026
Polaris Investment Advisors, LLC History New 4,634 494 0.36% — 580 +4,634 New Q4 2025 Jan 15, 2026
POWER WEALTH MANAGEMENT LLC History Reduced 4,624 493 0.17% 0.18% 581 -81 -1.72% Q4 2025 Feb 17, 2026
Cloud Capital Management, LLC History New 4,628 492 0.23% — 582 +4,628 New Q4 2025 Feb 12, 2026
Flagship Private Wealth, LLC History Reduced 4,608 491 0.19% 0.22% 583 -448 -8.86% Q4 2025 Feb 04, 2026
Parkwoods Wealth Partners, LLC History New 4,595 490 0.14% — 584 +4,595 New Q4 2025 Jan 15, 2026
BCS Wealth Management History Added to 4,584 489 0.05% 0.05% 585 +2,292 100.0% Q4 2025 Jan 26, 2026
J.W. COLE ADVISORS, INC. History Added to 4,567 487 0.01% 0.01% 586 +902 24.61% Q4 2025 Feb 11, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 4,561 486 0.33% 0.37% 588 -188 -3.96% Q4 2025 Jan 27, 2026
Kingsview Wealth Management, LLC History Reduced 4,563 486 0.01% 0.01% 587 -30 -0.65% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Added to 4,543 484 0.01% 0.01% 589 +300 7.07% Q4 2025 Feb 05, 2026
GC Wealth Management RIA, LLC History No change 4,507 480 0.02% 0.02% 590 0 0.0% Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History Added to 4,472 477 0.01% 0.0% 591 +1,063 31.18% Q4 2025 Feb 06, 2026
HRT FINANCIAL LP History New 4,441 473 0.0% — 592 +4,441 New Q4 2025 Feb 12, 2026
Madison Wealth Partners, Inc History Reduced 4,405 469 0.09% 0.11% 593 -661 -13.05% Q4 2025 Feb 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 4,387 468 0.29% 0.31% 594 0 0.0% Q4 2025 Feb 24, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 4,365 465 0.13% 0.14% 595 +6 0.14% Q4 2025 Feb 11, 2026
Prosperity Consulting Group, LLC History Added to 4,354 464 0.02% 0.02% 596 +115 2.71% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History Added to 4,346 463 0.02% 0.02% 597 +81 1.9% Q4 2025 Feb 11, 2026
LaFleur & Godfrey LLC History No change 4,310 459 0.06% 0.06% 598 0 0.0% Q4 2025 Feb 03, 2026
Boston Trust Walden Corp History No change 4,281 456 0.0% 0.0% 599 0 0.0% Q4 2025 Jan 28, 2026
Apex Wealth Management, LLC History Reduced 4,227 452 0.46% 3.0% 600 -35,015 -89.23% Q4 2025 Jan 26, 2026
TSFG, LLC History Added to 4,217 450 0.07% 0.06% 601 +930 28.29% Q4 2025 Feb 04, 2026
FOSTER & MOTLEY INC History Reduced 4,199 448 0.02% 0.02% 602 -78 -1.82% Q4 2025 Jan 15, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 4,126 442 0.02% — 603 +4,126 New Q4 2025 Feb 03, 2026
Shepherd Street Advisors LLC History New 4,128 440 0.42% — 604 +4,128 New Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Added to 4,086 436 0.01% 0.01% 605 +10 0.25% Q4 2025 Jan 08, 2026
PRIVATE TRUST CO NA History Added to 4,081 435 0.04% 0.01% 606 +2,871 237.27% Q4 2025 Jan 26, 2026
Cherry Tree Wealth Management, LLC History Reduced 4,006 427 0.09% 0.1% 607 -249 -5.85% Q4 2025 Feb 10, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 4,000 426 0.04% 0.04% 608 +460 12.99% Q4 2025 Feb 09, 2026
HCR Wealth Advisors History No change 4,000 426 0.04% 0.04% 609 0 0.0% Q4 2025 Jan 27, 2026
Sage Financial Management Group, Inc. History Added to 3,958 422 0.13% 0.12% 610 +311 8.53% Q4 2025 Feb 05, 2026
Investments & Financial Planning, LLC History Reduced 3,957 422 0.23% 0.23% 612 -33 -0.83% Q4 2025 Feb 23, 2026
Mezzasalma Advisors, LLC History Added to 3,956 422 0.1% 0.11% 611 +24 0.61% Q4 2025 Jan 21, 2026
Summit Wealth Partners, LLC History Added to 3,962 422 0.08% 0.08% 613 +13 0.33% Q4 2025 Jan 27, 2026
Aerodigm Wealth, LLC History No change 3,950 421 0.15% 0.18% 614 0 0.0% Q4 2025 Feb 06, 2026
CWA Asset Management Group, LLC History Added to 3,938 420 0.02% 0.01% 615 +507 14.78% Q4 2025 Jan 07, 2026
WPG Advisers, LLC History Added to 3,918 418 0.31% 0.32% 616 +35 0.9% Q4 2025 Jan 28, 2026
Team Financial Group, LLC History Reduced 3,904 416 0.19% 0.2% 617 -128 -3.17% Q4 2025 Jan 13, 2026
BCGM Wealth Management, LLC History Reduced 3,826 408 0.1% 0.12% 618 -317 -7.65% Q4 2025 Jan 07, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 3,796 405 0.04% 0.05% 620 -806 -17.51% Q4 2025 Jan 28, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 3,796 405 0.24% 0.25% 619 0 0.0% Q4 2025 Feb 13, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 3,789 404 0.09% 0.1% 621 -180 -4.54% Q4 2025 Jan 13, 2026
WARNER FINANCIAL, INC History No change 3,784 404 0.14% 0.15% 622 0 0.0% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO History No change 3,764 402 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 26, 2026
Traction Financial Partners, LLC History Reduced 3,741 399 0.24% 0.25% 624 -60 -1.58% Q4 2025 Jan 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 3,739 398 0.0% 0.0% 626 -2,828 -43.06% Q4 2025 Feb 11, 2026
GRANDFIELD & DODD, LLC History No change 3,735 398 0.02% 0.02% 625 0 0.0% Q4 2025 Feb 10, 2026
Cannon Financial Strategists, Inc. History No change 3,738 398 0.06% 0.06% 627 0 0.0% Q4 2025 Feb 04, 2026
Approach Retirement Advisors, LLC History New 3,709 395 0.34% — 629 +3,709 New Q4 2025 Jan 29, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 3,703 395 0.06% 0.08% 628 -789 -17.56% Q4 2025 Jan 07, 2026
McKinley Carter Wealth Services, Inc. History Reduced 3,687 393 0.02% 0.02% 630 -81 -2.15% Q4 2025 Feb 06, 2026
Patriot Financial Group Insurance Agency, LLC History No change 3,687 393 0.05% 0.05% 631 0 0.0% Q4 2025 Jan 26, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 3,667 391 0.31% 0.31% 632 0 0.0% Q4 2025 Jan 16, 2026
Cornerstone Investment Partners, LLC History Reduced 3,653 389 0.02% 0.02% 633 -52 -1.4% Q4 2025 Jan 29, 2026
Bernardo Wealth Planning LLC History Reduced 3,630 387 0.07% 0.08% 634 -226 -5.86% Q4 2025 Jan 26, 2026
CAPSTONE CAPITAL LLC History No change 3,632 387 0.25% 0.26% 635 0 0.0% Q4 2025 Jan 22, 2026
Armor Investment Advisors, LLC History Reduced 3,615 385 0.14% 0.15% 636 -759 -17.35% Q4 2025 Feb 05, 2026
Gibbs Wealth Management History No change 3,582 383 0.09% 0.09% 637 0 0.0% Q4 2025 Jan 23, 2026
Marshall Financial Group, LLC History Reduced 3,565 380 0.07% 0.09% 638 -595 -14.3% Q4 2025 Jan 09, 2026
Collaborative Wealth Managment Inc. History Added to 3,562 380 0.13% 0.15% 639 +1 0.03% Q4 2025 Feb 09, 2026
Capital Analysts, LLC History Reduced 3,538 378 0.01% 0.01% 640 -708 -16.67% Q4 2025 Feb 11, 2026
WEST PACES ADVISORS INC. History Added to 3,535 377 0.07% 0.04% 641 +1,610 83.64% Q4 2025 Jan 21, 2026
Baker Avenue Asset Management, LP History No change 3,504 373 0.01% 0.01% 642 0 0.0% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 3,487 372 0.01% 0.01% 643 -14 -0.4% Q4 2025 Jan 26, 2026
Petersen Hastings Wealth Advisors Inc. History New 3,482 371 0.04% — 644 +3,482 New Q4 2025 Feb 11, 2026
FLOW TRADERS U.S. LLC History Reduced 3,467 370 0.01% 0.42% 645 -93,954 -96.44% Q4 2025 Feb 13, 2026
Investment Advisory Group, LLC History New 3,464 369 0.09% — 646 +3,464 New Q4 2025 Jan 23, 2026
Park Place Capital Corp History Added to 3,443 367 0.08% 0.08% 647 +29 0.85% Q4 2025 Jan 09, 2026
CROBAN History Reduced 3,394 362 0.17% 0.33% 648 -1,233 -26.65% Q4 2025 Feb 13, 2026
Probity Advisors, Inc. History Reduced 3,345 356 0.06% 0.07% 650 -430 -11.39% Q4 2025 Jan 27, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 3,358 356 0.03% 0.03% 649 0 0.0% Q4 2025 Feb 13, 2026
Heritage Wealth Management, Inc. /CA/ History No change 3,340 356 0.23% 0.24% 651 0 0.0% Q4 2025 Feb 04, 2026
Balanced Rock Investment Advisors LLC History Reduced 3,331 355 0.25% 0.29% 652 -353 -9.58% Q4 2025 Feb 13, 2026
American Institute for Advanced Investment Management, LLP History New 3,300 352 0.23% — 653 +3,300 New Q4 2025 Feb 04, 2026
Traveka Wealth, LLC History No change 3,296 351 0.14% 0.16% 654 0 0.0% Q4 2025 Jan 08, 2026
Riverbend Wealth Management, LLC History No change 3,285 350 0.22% 0.24% 655 0 0.0% Q4 2025 Jan 29, 2026
CAP Partners, LLC History Added to 3,253 347 0.2% 0.18% 656 +230 7.61% Q4 2025 Feb 04, 2026
Main Line Retirement Advisors, LLC History Reduced 3,246 346 0.18% 0.81% 657 -11,521 -78.02% Q4 2025 Jan 21, 2026
IHT Wealth Management, LLC History Added to 3,216 343 0.01% 0.01% 658 +817 34.06% Q4 2025 Feb 17, 2026
Venturi Wealth Management, LLC History Added to 3,206 342 0.02% 0.01% 659 +401 14.3% Q4 2025 Jan 22, 2026
Horst & Graben Wealth Management LLC History Added to 3,205 342 0.05% 0.05% 660 +27 0.85% Q4 2025 Jan 27, 2026
BTC Capital Management, Inc. History New 3,194 340 0.02% — 661 +3,194 New Q4 2025 Jan 15, 2026
NTV ASSET MANAGEMENT LLC History Added to 3,186 339 0.04% 0.02% 662 +1,198 60.26% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Added to 3,124 333 0.01% 0.01% 663 +923 41.94% Q4 2025 Jan 27, 2026
Foster Group, Inc. History Reduced 3,116 332 0.01% 0.01% 664 -7 -0.22% Q4 2025 Jan 12, 2026
WealthShield Partners, LLC History Reduced 3,109 331 0.04% 0.06% 665 -1,517 -32.79% Q4 2025 Feb 03, 2026
Apollon Wealth Management, LLC History Reduced 3,107 331 0.01% 0.01% 666 -2 -0.06% Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History Added to 3,098 330 0.02% 0.01% 667 +1,062 52.16% Q4 2025 Feb 05, 2026
BALLAST ADVISORS LLC History No change 3,094 330 0.09% 0.09% 668 0 0.0% Q4 2025 Feb 03, 2026
Two West Capital Advisors LLC History Added to 3,081 328 0.19% 0.19% 670 +91 3.04% Q4 2025 Jan 13, 2026
Blue Trust, Inc. History Added to 3,082 328 0.0% 0.0% 669 +43 1.41% Q4 2025 Jan 16, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 3,080 328 0.1% 0.1% 671 +26 0.85% Q4 2025 Jan 30, 2026
XY Planning Network, Inc. History Reduced 3,066 327 0.06% 0.11% 672 -90 -2.85% Q4 2025 Jan 26, 2026
RWA WEALTH PARTNERS, LLC History New 3,058 326 0.0% — 673 +3,058 New Q4 2025 Feb 12, 2026
Capasso Planning Partners LLC History Reduced 3,055 326 0.18% 0.29% 674 -1,441 -32.05% Q4 2025 Feb 17, 2026
Trust Co History Added to 3,030 323 0.03% 0.03% 675 +673 28.55% Q4 2025 Jan 15, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 3,005 320 0.0% 0.01% 679 -674 -18.32% Q4 2025 Jan 22, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 3,000 320 0.01% 0.01% 676 0 0.0% Q4 2025 Feb 06, 2026
EVERETT HARRIS & CO /CA/ History No change 3,000 320 0.0% 0.0% 677 0 0.0% Q4 2025 Feb 11, 2026
Busey Bank History No change 3,000 320 0.01% 0.01% 678 0 0.0% Q4 2025 Jan 27, 2026
Wealthspire Retirement, LLC History No change 3,005 320 0.02% 0.02% 680 0 0.0% Q4 2025 Feb 18, 2026
FIRST MANHATTAN CO. LLC. History New 2,992 319 0.0% — 681 +2,992 New Q4 2025 Feb 17, 2026
Second Line Capital, LLC History New 2,990 319 0.07% — 682 +2,990 New Q4 2025 Feb 17, 2026
Maia Wealth LLC History Reduced 2,970 318 0.05% 0.06% 683 -439 -12.88% Q4 2025 Feb 17, 2026
Wise Wealth Partners History Added to 2,981 318 0.46% 0.48% 684 +25 0.85% Q4 2025 Jan 29, 2026
Alta Wealth Advisors LLC History Added to 2,972 317 0.11% 0.11% 685 +6 0.2% Q4 2025 Feb 03, 2026
Legacy Financial Strategies, LLC History Added to 2,955 315 0.06% 0.06% 686 +10 0.34% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Added to 2,948 314 0.01% 0.01% 687 +25 0.86% Q4 2025 Feb 04, 2026
One Wealth Advisors, LLC History Reduced 2,933 312 0.04% 0.08% 688 -3,044 -50.93% Q4 2025 Feb 02, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 2,929 312 0.05% 0.05% 690 +251 9.37% Q4 2025 Feb 04, 2026
Integris Wealth Management, LLC History No change 2,927 312 0.07% 0.08% 689 0 0.0% Q4 2025 Jan 21, 2026
Generations Wealth, LLC History New 2,910 310 0.32% — 691 +2,910 New Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History New 2,903 309 0.03% — 692 +2,903 New Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 2,905 309 0.01% 0.01% 693 +124 4.46% Q4 2025 Feb 13, 2026
FLAGSTAR ADVISORS INC History Added to 2,891 308 0.1% 0.09% 694 +254 9.63% Q4 2025 Jan 13, 2026
STOCK YARDS BANK & TRUST CO History New 2,869 306 0.01% — 695 +2,869 New Q4 2025 Jan 21, 2026
Coordinated Financial Services, Inc. History Added to 2,839 302 0.17% 0.19% 696 +23 0.82% Q4 2025 Feb 09, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 2,829 301 0.11% 0.11% 697 +99 3.63% Q4 2025 Feb 09, 2026
Longview Financial Advisors LLC History Reduced 2,811 299 0.16% 0.29% 699 -1,883 -40.12% Q4 2025 Jan 14, 2026
Private Wealth Asset Management, LLC History Reduced 2,806 299 0.03% 0.04% 698 -491 -14.89% Q4 2025 Feb 10, 2026
Firestone Capital Management History Added to 2,794 298 0.06% 0.06% 700 +350 14.32% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Reduced 2,790 297 0.01% 0.05% 702 -4,600 -62.25% Q4 2025 Feb 13, 2026
BDFS Capital LLC History New 2,789 297 0.15% — 703 +2,789 New Q4 2025 Feb 26, 2026
XTX Topco Ltd History New 2,787 297 0.01% — 701 +2,787 New Q4 2025 Feb 17, 2026
Hurlow Wealth Management Group, Inc. History Added to 2,721 290 0.07% 0.07% 704 +67 2.52% Q4 2025 Feb 17, 2026
BURLING WEALTH PARTNERS, LLC History New 2,710 289 0.04% — 705 +2,710 New Q4 2025 Feb 06, 2026
Hills Bank & Trust Co History No change 2,702 288 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 05, 2026
Sovereign Financial Group, Inc. History Added to 2,697 287 0.05% 0.05% 707 +196 7.84% Q4 2025 Jan 07, 2026
Kovack Advisors, Inc. History Reduced 2,666 284 0.01% 0.03% 708 -250 -8.57% Q4 2025 Feb 17, 2026
High Falls Advisors, Inc History Reduced 2,653 283 0.06% 0.07% 709 -371 -12.27% Q4 2025 Feb 18, 2026
BFSG, LLC History Added to 2,646 282 0.03% 0.02% 710 +702 36.11% Q4 2025 Jan 22, 2026
BALDWIN WEALTH PARTNERS LLC/MA History New 2,640 281 0.02% — 711 +2,640 New Q4 2025 Jan 07, 2026
Essential Planning, LLC. History No change 2,640 281 0.09% 0.1% 712 0 0.0% Q4 2025 Jan 15, 2026
Atlas Legacy Advisors, LLC History Reduced 2,633 280 0.05% 0.06% 715 -312 -10.59% Q4 2025 Jan 29, 2026
Diversify Advisory Services, LLC History Reduced 2,618 280 0.01% 0.01% 713 -242 -8.46% Q4 2025 Jan 23, 2026
KEYVANTAGE WEALTH, LLC History Reduced 2,627 280 0.12% 0.12% 714 -58 -2.16% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 2,600 277 0.0% 0.0% 716 -2,642 -50.4% Q4 2025 Feb 02, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 2,601 277 0.53% 0.35% 717 +22 0.85% Q4 2025 Jan 21, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Reduced 2,568 274 0.03% 0.03% 719 -95 -3.57% Q4 2025 Jan 29, 2026
VERITY Wealth Advisors History No change 2,568 274 0.17% 0.17% 718 0 0.0% Q4 2025 Jan 07, 2026
Focus Partners Advisor Solutions, LLC History Reduced 2,553 272 0.0% 0.05% 720 -38,559 -93.79% Q4 2025 Feb 11, 2026
KINTRA WEALTH, LLC History New 2,557 272 0.04% — 721 +2,557 New Q4 2025 Feb 18, 2026
Hidden Cove Wealth Management, LLC History No change 2,545 271 0.18% 0.18% 722 0 0.0% Q4 2025 Feb 02, 2026
John A. Wolfe & Associates, Inc. History New 486,884 270 0.15% — 724 +486,884 New Q4 2025 Mar 16, 2026
HORAN Wealth, LLC History Added to 2,531 270 0.04% 0.03% 723 +486 23.77% Q4 2025 Feb 04, 2026
PROFFITT & GOODSON INC History Added to 2,523 269 0.04% 0.04% 725 +38 1.53% Q4 2025 Jan 27, 2026
TruWealth Advisors, LLC History Added to 2,524 269 0.01% 0.01% 726 +2 0.08% Q4 2025 Jan 07, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 2,501 266 0.02% 0.02% 727 -350 -12.28% Q4 2025 Feb 09, 2026
Main Street Financial Solutions, LLC History Added to 2,483 264 0.02% 0.02% 728 +3 0.12% Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History No change 2,452 262 0.03% 0.03% 729 0 0.0% Q4 2025 Jan 21, 2026
NBC SECURITIES, INC. History Reduced 2,440 260 0.02% 0.02% 730 -550 -18.39% Q4 2025 Jan 29, 2026
Arkadios Wealth Advisors History Reduced 2,442 260 0.01% 0.01% 731 -128 -4.98% Q4 2025 Feb 13, 2026
Wellspring Financial Advisors, LLC History Added to 2,413 257 0.02% 0.02% 732 +3 0.12% Q4 2025 Feb 11, 2026
Omnia Family Wealth, LLC History New 2,403 256 0.08% — 733 +2,403 New Q4 2025 Jan 16, 2026
Winthrop Advisory Group LLC History Added to 2,395 255 0.02% 0.02% 734 +44 1.87% Q4 2025 Jan 21, 2026
Lodestone Wealth Management LLC History No change 2,398 255 0.1% 0.12% 735 0 0.0% Q4 2025 Jan 15, 2026
Elevated Financial Group LLC History New 2,386 254 0.09% — 737 +2,386 New Q4 2025 Jan 29, 2026
Sowell Financial Services LLC History Added to 2,386 254 0.01% 0.01% 736 +39 1.66% Q4 2025 Jan 21, 2026
Robertson Stephens Wealth Management, LLC History Reduced 2,373 253 0.01% 0.01% 739 -219 -8.45% Q4 2025 Feb 02, 2026
CALTON & ASSOCIATES, INC. History Reduced 2,379 253 0.04% 0.04% 738 -25 -1.04% Q4 2025 Feb 10, 2026
Nautilus Advisors LLC History No change 2,370 252 0.16% 0.17% 740 0 0.0% Q4 2025 Jan 22, 2026
SUTTON PLACE INVESTORS LLC History Reduced 2,354 251 0.14% 0.16% 741 -205 -8.01% Q4 2025 Jan 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,346 250 0.0% 0.0% 742 0 0.0% Q4 2025 Feb 05, 2026
Rialto Wealth Management, LLC History Reduced 2,335 249 0.06% 0.14% 743 -2,791 -54.45% Q4 2025 Jan 12, 2026
Embree Financial Group History Added to 2,332 248 0.03% 0.03% 744 +20 0.87% Q4 2025 Jan 14, 2026
Jaffetilchin Investment Partners, LLC History No change 2,317 247 0.01% 0.01% 745 0 0.0% Q4 2025 Jan 15, 2026
Chatterton & Associates Inc. History New 2,293 244 0.21% — 747 +2,293 New Q4 2025 Jan 20, 2026
WEALTH EFFECTS LLC History Reduced 2,292 244 0.08% 0.11% 746 -951 -29.32% Q4 2025 Jan 26, 2026
Guardian Asset Advisors, LLC History Added to 2,287 243 0.13% 0.13% 748 +16 0.7% Q4 2025 Jan 29, 2026
White & Co Financial Planning Inc History No change 2,277 242 0.18% 0.18% 749 0 0.0% Q4 2025 Jan 20, 2026
Portfolio Design Labs, LLC History Reduced 2,266 241 0.04% 0.05% 751 -339 -13.01% Q4 2025 Feb 11, 2026
VCI Wealth Management LLC History Added to 2,266 241 0.07% 0.06% 750 +263 13.13% Q4 2025 Jan 27, 2026
Arete Wealth Advisors, LLC History No change 2,240 239 0.01% 0.01% 752 0 0.0% Q4 2025 Feb 13, 2026
Wealth Advisory Solutions, LLC History No change 2,222 237 0.06% 0.06% 753 0 0.0% Q4 2025 Jan 16, 2026
THRYVE WEALTH MANAGEMENT LLC History New 2,210 235 0.12% — 754 +2,210 New Q4 2025 Feb 25, 2026
MCF Advisors LLC History New 2,192 233 0.01% — 755 +2,192 New Q4 2025 Feb 11, 2026
Eagle Strategies LLC History Added to 2,189 233 0.03% 0.03% 756 +16 0.74% Q4 2025 Jan 23, 2026
Eagle Bay Advisors LLC History New 2,180 232 0.17% — 757 +2,180 New Q4 2025 Jan 23, 2026
Westside Investment Management, Inc. History No change 2,172 231 0.04% 0.04% 758 0 0.0% Q4 2025 Jan 23, 2026
Pacific Park Financial, Inc. History New 2,138 228 0.14% — 760 +2,138 New Q4 2025 Jan 30, 2026
Agate Pass Investment Management, LLC History Reduced 2,141 228 0.08% 0.11% 759 -500 -18.93% Q4 2025 Jan 08, 2026
Lansing Street Advisors History Reduced 2,126 226 0.06% 0.08% 762 -558 -20.79% Q4 2025 Jan 26, 2026
Gemmer Asset Management LLC History Added to 2,122 226 0.02% 0.02% 761 +17 0.81% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Reduced 2,103 224 0.0% 0.04% 763 -14,734 -87.51% Q4 2025 Feb 17, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 2,097 223 0.05% 0.05% 764 +40 1.94% Q4 2025 Jan 28, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 2,080 221 0.11% 0.1% 765 0 0.0% Q4 2025 Feb 13, 2026
Wealth Dimensions Group, Ltd. History No change 2,035 217 0.04% 0.04% 766 0 0.0% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History New 2,028 216 0.01% — 767 +2,028 New Q4 2025 Jan 22, 2026
Northstar Financial Companies, Inc. History New 2,014 214 0.17% — 768 +2,014 New Q4 2025 Feb 09, 2026
M3 Wealth Management, LLC History New 2,014 214 0.17% — 769 +2,014 New Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,000 213 0.02% 0.02% 770 0 0.0% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History No change 2,000 213 0.01% 0.01% 771 0 0.0% Q4 2025 Jan 23, 2026
Goldstone Financial Group, LLC History No change 1,998 213 0.02% 0.03% 772 0 0.0% Q4 2025 Feb 13, 2026
Columbus Macro, LLC History Added to 1,993 212 0.02% 0.02% 774 +96 5.06% Q4 2025 Jan 15, 2026
Keel Point, LLC History No change 1,994 212 0.01% 0.01% 773 0 0.0% Q4 2025 Feb 12, 2026
High Probability Advisors, LLC History Added to 1,971 210 0.03% 0.03% 776 +21 1.08% Q4 2025 Jan 29, 2026
FIRST CITIZENS BANK & TRUST CO History No change 1,972 210 0.0% 0.0% 775 0 0.0% Q4 2025 Feb 18, 2026
WASHINGTON TRUST BANK History Reduced 1,952 208 0.01% 0.02% 777 -933 -32.34% Q4 2025 Feb 04, 2026
Curtis Advisory Group, LLC History Added to 1,950 208 0.04% 0.05% 778 +9 0.46% Q4 2025 Jan 23, 2026
Foundation Wealth Management, LLC\PA History No change 1,949 207 0.08% 0.08% 779 0 0.0% Q4 2025 Jan 15, 2026
FIRST HAWAIIAN BANK History No change 1,935 206 0.03% 0.03% 780 0 0.0% Q4 2025 Jan 05, 2026
Uptown Financial Advisors LLC History No change 1,935 206 0.15% 0.17% 781 0 0.0% Q4 2025 Jan 23, 2026
Integrity Financial Corp /WA History Added to 1,925 205 0.1% 0.06% 782 +680 54.62% Q4 2025 Feb 13, 2026
Legacy Wealth Partners, LLC History New 1,916 204 0.05% — 783 +1,916 New Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History No change 1,907 203 0.0% 0.01% 784 0 0.0% Q4 2025 Jan 28, 2026
FIRST INTERSTATE BANK History No change 1,895 202 0.01% 0.01% 785 0 0.0% Q4 2025 Jan 29, 2026
Jessup Wealth Management, Inc History Reduced 1,884 201 0.07% 0.16% 786 -2,248 -54.4% Q4 2025 Feb 11, 2026
Jefferies Financial Group Inc. History New 1,880 200 0.0% — 787 +1,880 New Q4 2025 Feb 09, 2026
Shotwell Rutter Baer Inc History New 1,873 200 0.12% — 789 +1,873 New Q4 2025 Jan 12, 2026
Johnson Financial Group, Inc. History No change 1,883 200 0.01% 0.01% 788 0 0.0% Q4 2025 Feb 12, 2026
Pandora Wealth, Inc. History No change 1,800 192 0.12% 0.12% 790 0 0.0% Q4 2025 Feb 04, 2026
Tower Research Capital LLC (TRC) History Reduced 1,785 190 0.0% 0.17% 791 -55,695 -96.89% Q4 2025 Feb 17, 2026
Strategic Investment Solutions, Inc. /IL History Added to 1,691 180 0.04% 0.05% 792 +14 0.83% Q4 2025 Feb 27, 2026
Measured Wealth Private Client Group, LLC History New 1,577 168 0.04% — 793 +1,577 New Q4 2025 Feb 10, 2026
Cornerstone Financial Management LLC History New 1,483 158 0.15% — 794 +1,483 New Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History No change 1,427 152 0.02% 0.02% 795 0 0.0% Q4 2025 Feb 13, 2026
Independence Bank of Kentucky History No change 1,365 145 0.02% 0.02% 796 0 0.0% Q4 2025 Jan 20, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,300 138 0.03% 0.04% 797 0 0.0% Q4 2025 Jan 27, 2026
SOFI WEALTH, LLC History Added to 1,141 121 0.01% 0.01% 798 +266 30.4% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History Reduced 1,068 113 0.01% 0.01% 799 -19 -1.75% Q4 2025 Feb 20, 2026
Bank of Jackson Hole Trust History No change 903 96 0.05% 0.05% 800 0 0.0% Q4 2025 Feb 12, 2026