iSHARES TRUST - USMV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 301 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
MORGAN STANLEY History Added to 15,236,841 1,434,701 0.09% 0.09% 1 +465,870 3.15% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 13,773,118 1,296,876 0.4% 0.41% 2 +251,970 1.86% Q4 2025 Feb 18, 2026
BANK OF AMERICA CORP /DE/ History Reduced 13,023,458 1,226,288 0.09% 0.09% 3 -771,137 -5.59% Q4 2025 Feb 17, 2026
FMR LLC History Added to 12,210,947 1,149,782 0.06% 0.05% 4 +2,019,562 19.82% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 6,977,742 659,752 0.89% 0.98% 5 +145,843 2.13% Q4 2025 Jan 08, 2026
LPL Financial LLC History Reduced 6,288,665 592,140 0.16% 0.18% 6 -258,361 -3.95% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,669,005 439,633 0.24% 0.3% 7 -450,579 -8.8% Q4 2025 Feb 06, 2026
BlackRock, Inc. History Reduced 4,161,785 391,873 0.01% 0.01% 8 -552,000 -11.71% Q4 2025 Feb 12, 2026
Millburn Ridgefield LLC /DE/ History No change 3,752,960 353,378 8.42% 8.52% 9 0 0.0% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History No change 3,752,960 353,378 7.26% 7.2% 10 0 0.0% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 3,542,763 333,586 0.02% 0.02% 11 +198,476 5.93% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 3,509,626 330,466 0.06% 0.06% 12 +35,930 1.03% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,480,989 327,769 0.1% 0.1% 13 -281,172 -7.47% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 3,418,226 321,860 0.05% 0.05% 14 -127,752 -3.6% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 2,808,144 264,383 0.06% 0.06% 15 +217,072 8.38% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 2,492,600 234,703 0.33% 0.39% 16 -240,800 -8.81% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,123,167 199,917 0.22% 0.23% 17 +52,128 2.52% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,995,478 187,894 0.25% 0.25% 18 -40,843 -2.01% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,675,239 157,740 0.1% 0.11% 19 -122,022 -6.79% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 1,663,637 156,647 0.03% — 20 +1,663,637 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 1,554,364 146,358 0.3% 0.33% 21 -69,500 -4.28% Q4 2025 Jan 23, 2026
SEI INVESTMENTS CO History Added to 1,531,309 144,185 0.14% 0.15% 22 +26,166 1.74% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,418,508 133,567 0.35% 0.31% 23 +244,905 20.87% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 1,267,613 119,358 0.18% 0.2% 24 -18,813 -1.46% Q4 2025 Feb 18, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 1,234,101 116,202 0.95% 1.01% 25 -42,671 -3.34% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 1,225,619 115,409 0.13% 0.17% 26 +100,701 8.95% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 1,222,695 115,128 0.17% 0.18% 27 +49,558 4.22% Q4 2025 Feb 11, 2026
Horizon Investments, LLC History Reduced 1,191,694 112,209 1.42% 1.51% 28 -16,002 -1.33% Q4 2025 Feb 02, 2026
Mariner, LLC History Reduced 1,055,276 99,364 0.12% 0.15% 29 -161,667 -13.28% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,008,775 94,986 0.06% 0.06% 30 +141,987 16.38% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 974,737 91,808 0.13% 0.14% 31 -113,757 -10.45% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Reduced 893,591 84,140 0.83% 1.6% 32 -368,247 -29.18% Q4 2025 Feb 10, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 870,287 81,946 3.11% 2.29% 33 -37,000 -4.08% Q4 2025 Feb 04, 2026
Brookstone Capital Management History Reduced 854,348 80,445 0.92% 1.02% 34 -47,238 -5.24% Q4 2025 Jan 15, 2026
Russell Investments Group, Ltd. History Reduced 852,118 80,235 0.09% 0.1% 35 -46,828 -5.21% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 800,747 75,398 0.03% 0.0% 36 +793,173 10472.31% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 795,730 74,926 0.2% 0.22% 37 +11,205 1.43% Q4 2025 Jan 26, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 735,946 69,296 0.13% 0.15% 38 -24,078 -3.17% Q4 2025 Feb 17, 2026
Quotient Wealth Partners, LLC History Reduced 732,704 68,991 1.84% 2.79% 39 -339,509 -31.66% Q4 2025 Jan 22, 2026
US BANCORP \DE\ History Reduced 728,703 68,614 0.08% 0.09% 40 -51,658 -6.62% Q4 2025 Jan 30, 2026
MAI Capital Management History Added to 712,694 67,107 0.39% 0.3% 41 +206,721 40.86% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 671,440 63,223 0.15% 0.15% 42 +16,132 2.46% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Reduced 671,199 63,200 0.07% 0.07% 43 -2,351 -0.35% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Reduced 666,308 62,739 0.34% 0.38% 44 -38,272 -5.43% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 655,434 61,715 0.06% 0.05% 45 +45,471 7.45% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 573,795 54,028 1.32% 1.33% 46 +24,169 4.4% Q4 2025 Jan 28, 2026
Bank of New York Mellon Corp History Added to 536,968 50,560 0.01% 0.01% 47 +16,787 3.23% Q4 2025 Feb 10, 2026
BARCLAYS PLC History Added to 529,659 49,872 0.01% 0.01% 48 +29,388 5.87% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 508,271 47,858 0.12% 0.13% 49 +6,275 1.25% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 503,255 47,386 0.22% 0.24% 50 -7,750 -1.52% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Reduced 475,640 44,786 0.16% 0.21% 51 -20,591 -4.15% Q4 2025 Feb 18, 2026
Facet Wealth, Inc. History Added to 462,542 44,015 0.78% 0.88% 52 +17,357 3.9% Q4 2025 Jan 29, 2026
GLENMEDE TRUST CO NA History New 425,429 40,058 0.19% — 53 +425,429 New Q4 2025 Feb 17, 2026
Vestcor Inc History Added to 420,748 39,618 1.13% 0.22% 54 +342,610 438.47% Q4 2025 Feb 11, 2026
High Probability Advisors, LLC History Added to 382,490 36,015 4.8% 4.78% 55 +15,945 4.35% Q4 2025 Jan 29, 2026
Qube Research & Technologies Ltd History Added to 379,398 35,724 0.04% 0.03% 56 +30,103 8.62% Q4 2025 Feb 17, 2026
ARS Wealth Advisors Group, LLC History Reduced 377,494 35,544 3.2% 3.7% 57 -16,020 -4.07% Q4 2025 Jan 12, 2026
Klingman & Associates, LLC History Reduced 363,088 34,188 1.65% 1.78% 58 -7,492 -2.02% Q4 2025 Jan 29, 2026
TRUIST FINANCIAL CORP History Reduced 337,176 31,748 0.04% 0.08% 59 -282,611 -45.6% Q4 2025 Feb 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 322,060 30,325 0.11% 0.12% 60 -45,378 -12.35% Q4 2025 Jan 30, 2026
ALLIANCEBERNSTEIN L.P. History Added to 318,051 29,947 0.01% 0.0% 61 +258,392 433.11% Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 308,099 29,434 1.53% 1.55% 62 +9,641 3.23% Q4 2025 Mar 04, 2026
Lineweaver Wealth Advisors, LLC History Added to 311,983 29,376 3.98% 4.29% 63 +4,443 1.44% Q4 2025 Jan 14, 2026
PARK AVENUE SECURITIES LLC History Reduced 309,667 29,158 0.25% 0.25% 64 -22,051 -6.65% Q4 2025 Jan 05, 2026
Symmetry Partners, LLC History Added to 307,678 28,970 1.71% 3.07% 65 +11,088 3.74% Q4 2025 Jan 27, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 290,000 27,306 0.05% 0.02% 66 +172,000 145.76% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 282,483 26,598 0.32% 0.29% 67 -55,615 -16.45% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 280,368 26,399 0.11% 0.12% 68 +14,229 5.35% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 274,347 26,094 0.08% 0.08% 69 +6,378 2.38% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 271,919 25,603 0.09% 0.09% 70 +4,695 1.76% Q4 2025 Feb 06, 2026
GDS Wealth Management History Reduced 264,659 24,920 1.56% 1.91% 71 -38,763 -12.78% Q4 2025 Feb 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 261,676 24,639 0.45% 0.53% 72 -21,677 -7.65% Q4 2025 Jan 07, 2026
Cornerstone Wealth Management, LLC History Added to 253,762 23,894 1.24% 1.31% 73 +5,018 2.02% Q4 2025 Feb 05, 2026
Creative Planning History Reduced 250,310 23,569 0.02% 0.02% 74 -13,356 -5.07% Q4 2025 Feb 17, 2026
Well Done, LLC History Reduced 244,249 22,998 3.44% 4.01% 75 -3,170 -1.28% Q4 2025 Jan 13, 2026
Capital Advisors, Ltd. LLC History Reduced 242,057 22,792 2.57% 2.64% 76 -4,122 -1.67% Q4 2025 Jan 21, 2026
Stratos Wealth Partners, LTD. History Added to 241,476 22,737 0.26% 0.26% 77 +5,354 2.27% Q4 2025 Jan 20, 2026
Pacific Center for Financial Services History No change 238,345 22,676 5.78% 5.78% 78 0 0.0% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 238,418 22,449 0.16% 0.19% 79 +5,087 2.18% Q4 2025 Feb 18, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 236,531 22,271 0.3% 0.31% 80 -3,403 -1.42% Q4 2025 Jan 30, 2026
OneDigital Investment Advisors LLC History Reduced 234,598 22,089 0.22% 0.24% 81 -6,829 -2.83% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 233,684 22,003 0.01% 0.01% 82 -70,276 -23.12% Q4 2025 Feb 13, 2026
Cassia Capital Partners, LLC History Added to 227,493 21,422 11.59% 11.28% 83 +10,245 4.72% Q4 2025 Jan 16, 2026
Sanctuary Advisors, LLC History Added to 226,463 21,323 0.12% 0.11% 84 +17,072 8.15% Q4 2025 Jan 29, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 224,532 21,142 3.05% 3.17% 85 -3,373 -1.48% Q4 2025 Feb 06, 2026
Adaptive Financial Consulting, LLC History Added to 222,839 20,982 8.16% 8.21% 86 +6,973 3.23% Q4 2025 Feb 11, 2026
Journey Advisory Group, LLC History Added to 222,135 20,916 1.76% 1.54% 87 +2,878 1.31% Q4 2025 Jan 27, 2026
Lester Murray Antman dba SimplyRich History Added to 220,714 20,782 5.43% 5.41% 88 +10,019 4.76% Q4 2025 Jan 23, 2026
CHOREO, LLC History Reduced 216,979 20,601 0.26% 0.28% 89 -10,799 -4.74% Q4 2025 Jan 23, 2026
Valmark Advisers, Inc. History Reduced 214,795 20,225 0.25% 0.27% 90 -2,176 -1.0% Q4 2025 Jan 26, 2026
&PARTNERS History Added to 211,695 19,937 0.1% 0.1% 91 +52,001 32.56% Q4 2025 Feb 17, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 211,341 19,899 1.91% 1.94% 92 -631 -0.3% Q4 2025 Feb 23, 2026
Financial Enhancement Group LLC History Added to 203,637 19,211 2.5% 2.11% 93 +38,998 23.69% Q4 2025 Jan 23, 2026
Rockefeller Capital Management L.P. History Added to 202,560 19,073 0.03% 0.03% 94 +21,184 11.68% Q4 2025 Mar 16, 2026
INTRUST BANK NA History Added to 202,328 19,051 1.58% 1.54% 95 +7,085 3.63% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 202,099 19,029 0.13% 0.12% 96 +26,423 15.04% Q4 2025 Feb 17, 2026
Meridian Wealth Advisors, LLC History Added to 197,634 18,609 2.58% 1.9% 97 +56,912 40.44% Q4 2025 Feb 17, 2026
Wealth Advisors of Iowa, LLC History Added to 196,636 18,515 6.08% 6.26% 98 +3,272 1.69% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 193,885 18,256 0.11% 0.1% 99 +49,072 33.89% Q4 2025 Feb 17, 2026
Summit Wealth Partners, LLC History Reduced 188,694 17,767 3.28% 3.5% 100 -15,231 -7.47% Q4 2025 Jan 27, 2026
Syntegra Private Wealth Group, LLC History Reduced 186,379 17,549 1.61% 1.72% 101 -4,945 -2.58% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 186,307 17,542 0.07% 0.07% 102 -16,540 -8.15% Q4 2025 Jan 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 181,768 17,115 1.01% 1.12% 103 +8,365 4.82% Q4 2025 Feb 10, 2026
ANDERSON HOAGLAND & CO History Added to 181,591 17,098 1.47% 1.49% 104 +7,254 4.16% Q4 2025 Jan 05, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 176,499 16,619 3.0% 3.2% 105 -2,107 -1.18% Q4 2025 Jan 14, 2026
BARRETT & COMPANY, INC. History Added to 175,048 16,482 5.5% 5.5% 106 +6,328 3.75% Q4 2025 Jan 28, 2026
Darrow Company, Inc. History Added to 174,806 16,459 7.4% 7.58% 107 +2,383 1.38% Q4 2025 Jan 27, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 173,103 16,299 5.15% 5.26% 108 +4,632 2.75% Q4 2025 Feb 12, 2026
Asset Advisors Investment Management, LLC History Added to 172,019 16,197 1.49% 1.53% 109 +2,455 1.45% Q4 2025 Jan 23, 2026
Trinity Wealth Management, LLC History Added to 168,003 15,819 5.83% 5.91% 110 +2,344 1.41% Q4 2025 Jan 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 166,194 15,648 0.0% 0.0% 111 -54,231 -24.6% Q4 2025 Mar 25, 2026
Carrera Capital Advisors History Reduced 164,230 15,463 2.6% 2.97% 112 -9,862 -5.66% Q4 2025 Jan 30, 2026
Armbruster Capital Management, Inc. History Reduced 164,178 15,459 2.6% 2.69% 113 -2,184 -1.31% Q4 2025 Jan 23, 2026
TUDOR INVESTMENT CORP ET AL History New 164,073 15,449 0.03% — 114 +164,073 New Q4 2025 Feb 17, 2026
Leelyn Smith, LLC History Added to 157,105 14,793 2.14% 2.2% 115 +3,446 2.24% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History Reduced 156,430 14,729 0.08% 0.1% 116 -8,517 -5.16% Q4 2025 Feb 03, 2026
Modern Wealth Management, LLC History Reduced 156,103 14,698 0.27% 0.4% 117 -56,366 -26.53% Q4 2025 Feb 17, 2026
Sovereign Investment Advisors, LLC History Reduced 153,932 14,494 3.63% 11.68% 118 -296,127 -65.8% Q4 2025 Feb 13, 2026
Koenig Investment Advisory, LLC History New 148,155 14,341 11.63% — 119 +148,155 New Q4 2025 Mar 03, 2026
Sigma Planning Corp History Reduced 150,453 14,166 0.39% 0.41% 120 -2,445 -1.6% Q4 2025 Jan 30, 2026
Beacon Bank & Trust History Added to 146,907 13,832 2.81% 2.78% 121 +10,964 8.07% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 143,176 13,481 0.33% 0.34% 122 -4,925 -3.33% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 142,248 13,394 0.3% 0.25% 123 +40,424 39.7% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 139,648 13,149 0.11% 0.12% 124 +1,947 1.41% Q4 2025 Jan 26, 2026
D.A. DAVIDSON & CO. History Reduced 139,415 13,127 0.08% 0.1% 125 -20,451 -12.79% Q4 2025 Jan 29, 2026
KilterHowling LLC History Added to 137,205 12,919 6.55% 7.06% 126 +3,989 2.99% Q4 2025 Feb 13, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 136,396 12,908 5.79% 5.94% 127 -1,462 -1.06% Q4 2025 Jan 14, 2026
TD Capital Management LLC History Reduced 135,654 12,773 1.13% 1.26% 128 -11,140 -7.59% Q4 2025 Feb 26, 2026
KWMG, LLC History Added to 132,497 12,475 1.08% 1.07% 129 +4,484 3.5% Q4 2025 Jan 16, 2026
BEACON ADVISORS HOLDINGS, LLC History New 131,791 12,409 6.53% — 130 +131,791 New Q4 2025 Feb 27, 2026
White Pine Investment CO History Added to 130,874 12,323 2.9% 2.93% 131 +883 0.68% Q4 2025 Jan 28, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 130,306 12,269 6.84% — 132 +130,306 New Q4 2025 Feb 17, 2026
Legacy Advisory Services, LLC History Added to 130,020 12,242 9.2% 9.22% 133 +1,211 0.94% Q4 2025 Jan 23, 2026
Insight Wealth Strategies, LLC History Added to 129,626 12,205 1.4% 1.44% 134 +788 0.61% Q4 2025 Jan 02, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 129,481 12,191 0.76% 0.82% 135 +9,678 8.08% Q4 2025 Feb 11, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 125,786 11,844 4.17% 4.21% 136 -11,005 -8.05% Q4 2025 Jan 30, 2026
Fortune Financial Advisors, LLC History Reduced 125,399 11,807 7.96% 9.13% 137 -2,099 -1.65% Q4 2025 Jan 23, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 123,619 11,639 0.65% 0.8% 138 -12,913 -9.46% Q4 2025 Feb 04, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 122,762 11,559 3.86% 4.12% 139 -402 -0.33% Q4 2025 Jan 26, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 121,926 11,480 0.6% 0.72% 140 +1,209 1.0% Q4 2025 Jan 26, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 119,794 11,279 0.39% 0.39% 141 -1,133 -0.94% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 119,268 11,230 0.01% 0.01% 142 -6,427 -5.11% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Reduced 118,822 11,188 0.22% 0.29% 143 -22,213 -15.75% Q4 2025 Jan 21, 2026
Atom Investors LP History Added to 118,443 11,152 0.89% 0.78% 144 +10,899 10.13% Q4 2025 Feb 17, 2026
KENNEDY INVESTMENT GROUP History Added to 117,219 11,037 4.16% 4.17% 145 +6,942 6.3% Q4 2025 Feb 06, 2026
Capital Planning LLC History Reduced 116,412 10,901 3.05% 3.25% 146 -716 -0.61% Q4 2025 Jan 23, 2026
Portfolio Design Labs, LLC History Reduced 112,936 10,634 1.75% 2.01% 147 -10,398 -8.43% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 112,734 10,615 0.22% 0.21% 148 +2,152 1.95% Q4 2025 Feb 17, 2026
Winthrop Capital Management, LLC History Reduced 112,484 10,591 2.47% 2.68% 149 -3,889 -3.34% Q4 2025 Feb 10, 2026
Garrett Wealth Advisory Group, LLC History Reduced 112,093 10,554 1.99% 2.12% 150 -2,446 -2.14% Q4 2025 Feb 04, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 111,116 10,462 0.23% 0.27% 151 -8,942 -7.45% Q4 2025 Jan 27, 2026
AE Wealth Management LLC History Added to 111,002 10,451 0.06% 0.04% 152 +39,788 55.87% Q4 2025 Jan 26, 2026
Cresset Asset Management, LLC History Reduced 109,984 10,356 0.04% 0.05% 153 -575 -0.52% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Added to 109,629 10,322 0.82% 0.86% 154 +1,568 1.45% Q4 2025 Feb 04, 2026
JMAC ENTERPRISES LLC History Added to 108,684 10,233 1.96% 2.01% 155 +1,942 1.82% Q4 2025 Jan 21, 2026
SG Trading Solutions, LLC History New 108,078 10,177 2.36% — 156 +108,078 New Q4 2025 Feb 24, 2026
Brickley Wealth Management History Added to 106,499 10,027 1.69% 1.77% 157 +29 0.03% Q4 2025 Jan 29, 2026
Sowell Financial Services LLC History Reduced 105,799 9,961 0.37% 0.39% 158 -241 -0.23% Q4 2025 Jan 21, 2026
Ascent Group, LLC History Reduced 105,520 9,935 0.34% 0.38% 159 -6,292 -5.63% Q4 2025 Jan 20, 2026
Bellwether Advisors, LLC History Added to 104,166 9,808 1.57% 1.63% 160 +848 0.82% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Reduced 103,906 9,783 0.2% 0.25% 161 -10,355 -9.06% Q4 2025 Feb 03, 2026
Rakuten Investment Management, Inc. History No change 102,883 9,745 0.03% 0.03% 162 0 0.0% Q4 2025 Feb 17, 2026
Bay Rivers Group History Added to 103,116 9,709 3.93% 4.1% 163 +744 0.73% Q4 2025 Jan 07, 2026
Flagship Private Wealth, LLC History Reduced 101,787 9,584 3.77% 3.9% 164 -183 -0.18% Q4 2025 Feb 04, 2026
New England Private Wealth Advisors LLC History Reduced 101,575 9,564 1.19% 1.32% 165 -3,447 -3.28% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 100,406 9,454 0.01% 0.02% 166 -1,677 -1.64% Q4 2025 Feb 13, 2026
MorganRosel Wealth Management, LLC History Reduced 100,301 9,444 2.36% 2.61% 167 -5,503 -5.2% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 99,809 9,398 0.24% 0.26% 168 +868 0.88% Q4 2025 Feb 17, 2026
MA Private Wealth History Added to 98,840 9,306 1.55% 1.53% 169 +3,060 3.19% Q4 2025 Feb 03, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 98,039 9,243 8.58% — 170 +98,039 New Q4 2025 Feb 18, 2026
Van Hulzen Asset Management, LLC History Added to 98,158 9,242 0.68% 0.67% 171 +2,853 2.99% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Added to 97,101 9,143 0.05% 0.05% 172 +11,633 13.61% Q4 2025 Feb 10, 2026
M&T BANK CORP History Reduced 96,455 9,082 0.03% 0.03% 173 -4,275 -4.24% Q4 2025 Jan 30, 2026
Calamos Wealth Management LLC History Added to 95,191 8,963 0.31% 0.33% 174 +320 0.34% Q4 2025 Jan 29, 2026
Diversify Advisory Services, LLC History Reduced 93,831 8,859 0.28% 0.3% 175 -2,445 -2.54% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 93,655 8,818 0.1% 0.14% 176 +8,469 9.94% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Reduced 91,985 8,661 0.21% 0.22% 177 -619 -0.67% Q4 2025 Feb 17, 2026
COURIER CAPITAL LLC History Added to 90,904 8,559 0.48% 0.43% 178 +12,880 16.51% Q4 2025 Jan 29, 2026
BridgePort Financial Solutions, LLC History Reduced 90,771 8,546 2.3% 2.34% 179 -762 -0.83% Q4 2025 Jan 16, 2026
STOCK YARDS BANK & TRUST CO History Reduced 90,201 8,493 0.26% 0.28% 180 -5,194 -5.44% Q4 2025 Jan 21, 2026
KELLY FINANCIAL GROUP LLC History Added to 89,272 8,405 2.14% 2.16% 181 +3,808 4.46% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Reduced 88,242 8,308 0.13% 0.14% 182 -1,449 -1.62% Q4 2025 Feb 12, 2026
Custos Family Office, LLC History Reduced 87,678 8,255 5.63% 5.34% 183 -11,667 -11.74% Q4 2025 Feb 17, 2026
Torrey-Payne Wealth Management, LLC History New 85,719 8,187 7.34% — 184 +85,719 New Q4 2025 Feb 19, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 85,978 8,095 0.15% 0.04% 185 +64,803 306.04% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Added to 102,613 8,052 0.2% 0.19% 186 +84 0.08% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 85,277 8,029 0.39% 0.46% 187 +4,592 5.69% Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History Reduced 83,719 7,882 0.1% 0.13% 188 -17,595 -17.37% Q4 2025 Feb 09, 2026
Guardian Asset Advisors, LLC History Added to 83,668 7,878 4.1% 4.24% 189 +933 1.13% Q4 2025 Jan 29, 2026
ASPIRIANT, LLC History Reduced 83,206 7,834 0.23% 0.25% 190 -2,242 -2.62% Q4 2025 Jan 20, 2026
IBEX WEALTH ADVISORS History Reduced 83,168 7,831 0.77% 0.77% 191 -1,206 -1.43% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 82,983 7,813 0.05% 0.05% 192 +3,907 4.94% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 82,355 7,754 0.02% 0.02% 193 +19,276 30.56% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Reduced 81,339 7,658 0.02% 0.02% 194 -1,846 -2.22% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 80,000 7,532 0.02% 0.07% 195 -115,000 -58.97% Q4 2025 Jan 26, 2026
Modus Advisors, LLC History Reduced 79,573 7,492 1.98% 2.72% 196 -25,629 -24.36% Q4 2025 Feb 11, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Added to 79,079 7,446 6.15% 5.37% 198 +10,308 14.99% Q4 2025 Feb 13, 2026
L. Roy Papp & Associates, LLP History Added to 79,084 7,446 0.82% 0.81% 197 +3,736 4.96% Q4 2025 Jan 28, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History New 78,366 7,378 0.11% — 199 +78,366 New Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Added to 77,971 7,341 0.28% 0.28% 200 +1,354 1.77% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 77,958 7,340 0.05% 0.05% 201 +1,429 1.87% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 76,258 7,180 0.41% 0.44% 202 -271 -0.35% Q4 2025 Feb 10, 2026
Shore Point Advisors, LLC History Added to 75,687 7,126 3.02% 3.17% 203 +398 0.53% Q4 2025 Jan 23, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 75,411 7,100 2.46% 2.71% 204 -2,188 -2.82% Q4 2025 Jan 27, 2026
EP Wealth Advisors, LLC History New 75,327 7,092 0.04% — 205 +75,327 New Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Reduced 75,287 7,089 0.07% 0.07% 206 -310 -0.41% Q4 2025 Jan 13, 2026
Able Wealth Management LLC History Added to 74,863 7,049 2.23% 2.59% 207 +2,469 3.41% Q4 2025 Jan 27, 2026
Parallel Advisors, LLC History Reduced 74,807 7,043 0.13% 0.15% 208 -9,713 -11.49% Q4 2025 Feb 11, 2026
FAS Wealth Partners, Inc. History Added to 74,589 7,023 0.45% 0.48% 209 +263 0.35% Q4 2025 Feb 18, 2026
Avant Capital LLC History Reduced 74,484 7,013 4.81% 5.11% 210 -1,839 -2.41% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Reduced 74,296 6,996 0.11% 0.13% 211 -4,308 -5.48% Q4 2025 Feb 09, 2026
Western Wealth Management, LLC History Added to 74,251 6,991 0.32% 0.29% 212 +16,434 28.42% Q4 2025 Feb 05, 2026
BIRCHBROOK, INC. History Reduced 74,187 6,985 3.48% 3.68% 213 -636 -0.85% Q4 2025 Feb 04, 2026
Mayflower Financial Advisors, LLC History Reduced 73,952 6,963 0.84% 0.9% 214 -1,047 -1.4% Q4 2025 Jan 13, 2026
Orion Porfolio Solutions, LLC History Added to 73,906 6,958 0.05% 0.05% 215 +5,083 7.39% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History Reduced 73,022 6,875 0.23% 0.25% 216 -2,687 -3.55% Q4 2025 Feb 17, 2026
Mann Financial Group, Inc. History Reduced 72,324 6,810 6.59% 7.69% 217 -9,523 -11.64% Q4 2025 Feb 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 72,000 6,779 0.0% 0.0% 218 -75,971 -51.34% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 71,472 6,729 0.0% 0.0% 219 +4,836 7.26% Q4 2025 Feb 12, 2026
Per Stirling Capital Management, LLC. History Reduced 71,033 6,688 0.75% 1.0% 220 -16,743 -19.07% Q4 2025 Feb 17, 2026
Select Asset Management & Trust History No change 70,420 6,631 2.06% 2.06% 221 0 0.0% Q4 2025 Feb 10, 2026
Csenge Advisory Group History Added to 69,085 6,505 0.29% 0.31% 222 +283 0.41% Q4 2025 Feb 06, 2026
World Investment Advisors History Reduced 68,481 6,448 0.1% 0.13% 223 -192 -0.28% Q4 2025 Mar 12, 2026
Allred Capital Management, LLC History Added to 68,191 6,420 2.32% 2.24% 224 +453 0.67% Q4 2025 Feb 10, 2026
GUERRA PAN ADVISORS, LLC History Reduced 67,919 6,395 3.79% 3.96% 225 -830 -1.21% Q4 2025 Jan 13, 2026
Sound Portfolio Advisors, LLC History New 67,742 6,378 5.36% — 226 +67,742 New Q4 2025 Feb 05, 2026
Redwood Park Advisors LLC History Added to 67,453 6,351 4.32% 4.22% 227 +218 0.32% Q4 2025 Feb 17, 2026
Compass Financial Group, Inc. (Ohio) History New 67,323 6,339 4.64% — 228 +67,323 New Q4 2025 Mar 04, 2026
Wharton Business Group, LLC History Reduced 66,635 6,274 0.24% 0.28% 229 -1,259 -1.85% Q4 2025 Feb 11, 2026
Investment Advisory Group, LLC History Reduced 66,556 6,266 1.61% 1.76% 230 -1,421 -2.09% Q4 2025 Jan 23, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 66,247 6,253 0.01% 0.01% 231 -145 -0.22% Q4 2025 Feb 05, 2026
Family Manage LLC History Added to 66,326 6,245 0.79% 0.44% 232 +32,820 97.95% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 65,778 6,193 0.09% 0.09% 233 +555 0.85% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 67,565 6,187 0.01% 0.01% 234 +5,793 9.38% Q4 2025 Mar 09, 2026
Running Point Capital Advisors, LLC History Reduced 65,404 6,158 1.68% 1.84% 235 -6,878 -9.52% Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History Reduced 64,843 6,105 0.76% 0.82% 236 -2,351 -3.5% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Added to 64,543 6,077 0.05% 0.03% 237 +34,357 113.82% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Reduced 63,617 5,990 0.11% 0.13% 238 -4,668 -6.84% Q4 2025 Jan 16, 2026
Hibernia Wealth Partners, LLC History Added to 63,378 5,967 1.8% 2.33% 239 +25,216 66.08% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 62,293 5,865 0.07% 0.07% 240 -568 -0.9% Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 61,143 5,757 0.1% 0.09% 241 +17,138 38.95% Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History Added to 60,789 5,723 0.0% 0.0% 242 +2,076 3.54% Q4 2025 Feb 11, 2026
Dakota Wealth Management History Added to 60,438 5,690 0.1% 0.12% 243 +69 0.11% Q4 2025 Jan 13, 2026
Choate Investment Advisors History Reduced 60,422 5,689 0.11% 0.12% 244 -646 -1.06% Q4 2025 Feb 09, 2026
Sequent Asset Management, LLC History Added to 59,865 5,637 2.5% 2.58% 245 +2,913 5.11% Q4 2025 Feb 10, 2026
Colonial Trust Advisors History Added to 59,103 5,565 0.42% 0.4% 246 +4,483 8.21% Q4 2025 Feb 12, 2026
Arkadios Wealth Advisors History Reduced 58,778 5,534 0.11% 0.15% 247 -5,122 -8.02% Q4 2025 Feb 13, 2026
CFM WEALTH PARTNERS LLC History Added to 58,758 5,532 0.8% 0.8% 248 +514 0.88% Q4 2025 Jan 27, 2026
AlphaCore Capital LLC History Reduced 58,487 5,507 0.12% 0.2% 249 -3,084 -5.01% Q4 2025 Feb 05, 2026
ALLSTATE CORP History Added to 58,372 5,496 0.08% 0.1% 250 +12,640 27.64% Q4 2025 Feb 09, 2026
Allworth Financial LP History New 58,116 5,472 0.02% — 251 +58,116 New Q4 2025 Feb 05, 2026
WealthBridge Capital Management, LLC History Added to 57,965 5,458 1.24% 1.24% 252 +2,411 4.34% Q4 2025 Jan 21, 2026
JANE STREET GROUP, LLC History Added to 57,765 5,439 0.0% 0.0% 253 +25,217 77.48% Q4 2025 Feb 12, 2026
High Net Worth Advisory Group LLC History Reduced 57,526 5,416 1.25% 1.37% 254 -2,175 -3.64% Q4 2025 Jan 23, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 57,225 5,388 0.35% 0.37% 255 -383 -0.66% Q4 2025 Jan 20, 2026
CAMDEN NATIONAL BANK History Added to 56,594 5,328 0.73% 0.74% 256 +831 1.49% Q4 2025 Feb 10, 2026
Gotham Asset Management, LLC History Added to 56,069 5,279 0.02% 0.01% 257 +22,709 68.07% Q4 2025 Feb 17, 2026
M Holdings Securities, Inc. History New 55,600 5,235 0.37% — 258 +55,600 New Q4 2025 Feb 11, 2026
Apollon Financial, LLC History Reduced 55,131 5,191 0.75% 0.89% 259 -1,353 -2.4% Q4 2025 Jan 22, 2026
GTS SECURITIES LLC History New 54,400 5,122 0.17% — 260 +54,400 New Q4 2025 Feb 13, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Added to 54,063 5,090 3.75% 3.74% 261 +168 0.31% Q4 2025 Feb 05, 2026
Haverford Trust Co History No change 53,596 5,046 0.04% 0.05% 262 0 0.0% Q4 2025 Feb 13, 2026
TOMPKINS FINANCIAL CORP History Reduced 52,418 4,935 0.38% 0.42% 263 -501 -0.95% Q4 2025 Jan 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 52,236 4,918 0.06% 0.07% 264 +750 1.46% Q4 2025 Feb 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 52,197 4,914 0.53% 0.55% 265 +58 0.11% Q4 2025 Jan 28, 2026
Advisory Services Network, LLC History Added to 50,252 4,731 0.07% 0.07% 266 +463 0.93% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 50,158 4,722 0.09% 0.12% 267 +16,949 51.04% Q4 2025 Feb 11, 2026
Gateway Wealth Partners, LLC History Reduced 50,068 4,714 0.52% 0.8% 268 -11,864 -19.16% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 49,939 4,702 0.08% 0.09% 269 -319 -0.63% Q4 2025 Jan 22, 2026
Focus Financial Network, Inc. History Reduced 49,712 4,680 0.16% 0.18% 270 -2,886 -5.49% Q4 2025 Jan 12, 2026
McNaughton Wealth Management, LLC History Reduced 49,385 4,650 1.91% 1.98% 271 -58 -0.12% Q4 2025 Jan 12, 2026
Cordatus Wealth Management LLC History Added to 48,708 4,586 1.06% 1.08% 272 +630 1.31% Q4 2025 Jan 26, 2026
Milestone Investment Advisors LLC History Reduced 48,694 4,585 1.11% 1.15% 273 -21 -0.04% Q4 2025 Feb 11, 2026
Fragasso Financial Advisors Inc History Reduced 48,436 4,560 0.28% 0.3% 274 -1,533 -3.07% Q4 2025 Jan 07, 2026
Roehl & Yi Investment Advisors, LLC History New 48,398 4,557 1.81% — 275 +48,398 New Q4 2025 Feb 17, 2026
Alpine Bank Wealth Management History Reduced 47,365 4,459 0.63% 0.65% 276 -1,508 -3.09% Q4 2025 Jan 15, 2026
Vestmark Advisory Solutions, Inc. History Reduced 46,939 4,419 0.06% 0.17% 277 -46,371 -49.7% Q4 2025 Feb 06, 2026
Montecito Bank & Trust History Reduced 46,826 4,409 0.7% 0.76% 278 -4,569 -8.89% Q4 2025 Jan 09, 2026
Arax Advisory Partners History New 46,109 4,341 0.13% — 279 +46,109 New Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History Reduced 45,938 4,325 0.65% 0.72% 280 -2,075 -4.32% Q4 2025 Apr 07, 2026
COMMERCE BANK History Reduced 45,828 4,315 0.02% 0.02% 281 -206 -0.45% Q4 2025 Feb 13, 2026
Alternative Investment Advisors, LLC. History New 45,677 4,301 1.85% — 282 +45,677 New Q4 2025 Feb 24, 2026
Crestwood Advisors Group, LLC History Reduced 45,284 4,264 0.07% 0.07% 283 -291 -0.64% Q4 2025 Feb 03, 2026
Woodside Wealth Management LLC History Reduced 44,988 4,236 3.16% 3.39% 284 -163 -0.36% Q4 2025 Jan 30, 2026
FIDUCIARY TRUST CO History Reduced 44,726 4,211 0.05% 0.05% 285 -645 -1.42% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 44,382 4,179 0.05% 0.06% 286 -13,430 -23.23% Q4 2025 Feb 11, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 44,100 4,152 3.04% 3.14% 287 -1,059 -2.35% Q4 2025 Feb 12, 2026
COZAD ASSET MANAGEMENT INC History Reduced 43,943 4,137 0.32% 0.33% 288 -58 -0.13% Q4 2025 Feb 13, 2026
RHS Financial, LLC History Added to 43,812 4,125 2.01% 2.14% 289 +499 1.15% Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 43,611 4,106 0.19% 0.18% 290 -122 -0.28% Q4 2025 Jan 21, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 43,517 4,097 0.11% 0.12% 291 -703 -1.59% Q4 2025 Feb 13, 2026
ADE, LLC History Reduced 43,488 4,094 1.98% 2.23% 292 -2,879 -6.21% Q4 2025 Feb 10, 2026
Strategic Point Investment Advisors, LLC History Added to 42,752 4,025 0.56% 0.58% 293 +127 0.3% Q4 2025 Jan 15, 2026
Legacy Private Trust Co. History Reduced 42,723 4,022 0.24% 0.24% 294 -92 -0.21% Q4 2025 Jan 08, 2026
PECAUT & CO. History Added to 42,198 3,973 1.28% 1.26% 295 +1,046 2.54% Q4 2025 Feb 10, 2026
HHM Wealth Advisors, LLC History Reduced 41,983 3,953 0.47% 0.47% 296 -716 -1.68% Q4 2025 Jan 22, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 41,910 3,946 0.29% 0.31% 297 0 0.0% Q4 2025 Feb 09, 2026
Mandatum Life Insurance Co Ltd History No change 41,527 3,910 0.89% 0.94% 298 0 0.0% Q4 2025 Feb 11, 2026
CROBAN History Added to 41,502 3,907 1.88% 2.55% 299 +1,242 3.08% Q4 2025 Feb 13, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 41,464 3,904 0.56% 0.59% 300 -513 -1.22% Q4 2025 Jan 28, 2026
Castellan Group History New 41,342 3,892 0.49% — 301 +41,342 New Q4 2025 Jan 23, 2026
UMB Bank, n.a. History Added to 41,320 3,890 0.05% 0.06% 302 +1,457 3.66% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 41,048 3,864 0.07% 0.07% 303 +3,156 8.33% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Reduced 40,881 3,849 0.06% 0.06% 304 -3,006 -6.85% Q4 2025 Feb 09, 2026
Ashton Thomas Private Wealth, LLC History Reduced 40,646 3,827 0.09% 0.1% 305 -1,437 -3.41% Q4 2025 Jan 29, 2026
Trilogy Capital Inc. History Reduced 40,382 3,802 0.17% 0.19% 306 -1,817 -4.31% Q4 2025 Jan 22, 2026
Acorn Wealth Advisors, LLC History Reduced 40,319 3,796 1.13% 1.29% 307 -3,002 -6.93% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 40,298 3,794 0.04% 0.04% 308 +10,355 34.58% Q4 2025 Jan 23, 2026
MUIRFIELD WEALTH ADVISORS LLC History Added to 40,238 3,788 2.78% 2.84% 309 +25 0.06% Q4 2025 Feb 06, 2026
Cornerstone Planning, LLC History New 39,812 3,765 0.87% — 310 +39,812 New Q4 2025 Mar 17, 2026
Yeomans Consulting Group, Inc. History Added to 39,679 3,736 1.09% 1.27% 311 +800 2.06% Q4 2025 Jan 07, 2026
Mullooly Asset Management, Inc. History Added to 39,269 3,697 1.35% 1.3% 312 +3,672 10.32% Q4 2025 Feb 06, 2026
Bell Investment Advisors, Inc History Added to 39,024 3,674 0.58% 0.6% 313 +607 1.58% Q4 2025 Feb 24, 2026
Sarver Vrooman Wealth Advisors History Added to 38,989 3,671 2.09% 2.02% 314 +6,009 18.22% Q4 2025 Feb 10, 2026
Houlihan Financial Resource Group, Ltd. History Added to 38,735 3,660 1.39% 1.33% 315 +22,795 143.01% Q4 2025 Feb 10, 2026
Keystone Financial Group History Added to 38,829 3,656 0.27% 0.28% 316 +876 2.31% Q4 2025 Feb 06, 2026
CGN Advisors LLC History Added to 38,790 3,652 0.29% 0.3% 317 +597 1.56% Q4 2025 Jan 05, 2026
Weaver Consulting Group History Reduced 38,767 3,650 0.89% 0.96% 318 -1,075 -2.7% Q4 2025 Feb 10, 2026
Curtis Advisory Group, LLC History Reduced 38,646 3,638 0.76% 1.17% 319 -15,814 -29.04% Q4 2025 Jan 23, 2026
Prime Capital Investment Advisors, LLC History Reduced 38,091 3,586 0.04% 0.05% 320 -198 -0.52% Q4 2025 Jan 21, 2026
ENZI WEALTH History Reduced 37,879 3,584 1.26% 4.65% 321 -103,920 -73.29% Q4 2025 Jan 15, 2026
Hobbs Group Advisors, LLC History Reduced 37,940 3,572 1.08% 1.87% 322 -25,113 -39.83% Q4 2025 Jan 28, 2026
Tradition Wealth Management, LLC History Reduced 37,837 3,562 0.26% 0.36% 323 -13,143 -25.78% Q4 2025 Feb 11, 2026
Wells Financial Advisors INC History Reduced 37,565 3,537 6.72% 6.45% 324 -13,082 -25.83% Q4 2025 Feb 02, 2026
Strategic Blueprint, LLC History Added to 37,148 3,497 0.21% 0.15% 325 +336 0.91% Q4 2025 Jan 30, 2026
IFG Advisory, LLC History Reduced 37,069 3,490 0.15% 0.16% 326 -414 -1.1% Q4 2025 Feb 10, 2026
Petix & Botte Co History Reduced 36,952 3,479 0.79% 0.92% 327 -5,141 -12.21% Q4 2025 Feb 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 36,698 3,455 0.29% 0.3% 328 -65 -0.18% Q4 2025 Feb 03, 2026
CALTON & ASSOCIATES, INC. History Reduced 36,615 3,447 0.51% 0.57% 329 -3,344 -8.37% Q4 2025 Feb 10, 2026
Delta Wealth Advisors LLC History Added to 36,591 3,445 2.88% 2.57% 330 +2,014 5.82% Q4 2025 Jan 28, 2026
Carr Financial Group Corp History Reduced 36,514 3,438 0.91% 1.04% 331 -3,148 -7.94% Q4 2025 Jan 09, 2026
CORA CAPITAL ADVISORS LLC History Reduced 36,521 3,438 1.34% 1.48% 332 -29 -0.08% Q4 2025 Jan 28, 2026
INVESTMENT PARTNERS, LTD. History Added to 36,432 3,430 1.2% 1.22% 333 +59 0.16% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History Added to 36,406 3,427 0.08% — 334 +36,397 404411.11% Q4 2025 Feb 17, 2026
Cardinal Strategic Wealth Guidance History Added to 36,301 3,418 0.89% 0.93% 335 +139 0.38% Q4 2025 Jan 27, 2026
BOKF, NA History Added to 36,212 3,409 0.05% 0.0% 336 +35,573 5566.98% Q4 2025 Feb 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 36,125 3,401 0.07% 0.07% 337 +118 0.33% Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 36,000 3,389 0.01% — 338 +36,000 New Q4 2025 Feb 13, 2026
Perfromance Wealth Partners, LLC History Added to 35,861 3,376 0.09% 0.09% 339 +3,085 9.41% Q4 2025 Jan 21, 2026
CX Institutional History Reduced 35,390 3,332 0.1% 0.1% 340 -772 -2.13% Q4 2025 Feb 02, 2026
Reality Financial Planning Services, LLC History New 34,973 3,293 3.15% — 341 +34,973 New Q4 2025 Feb 12, 2026
Diversified Enterprises, LLC History Added to 34,957 3,291 0.2% 0.22% 342 +1,306 3.88% Q4 2025 Jan 28, 2026
Daiwa Securities Group Inc. History Reduced 34,890 3,285 0.01% 0.01% 343 -910 -2.54% Q4 2025 Feb 11, 2026
Lexington Hill Partners, LLC History New 34,820 3,278 2.46% — 345 +34,820 New Q4 2025 Feb 19, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 34,813 3,278 0.2% 0.21% 344 +1,565 4.71% Q4 2025 Feb 17, 2026
Milestone Asset Management Group, LLC History Added to 34,685 3,265 1.84% 1.82% 347 +4,333 14.28% Q4 2025 Feb 03, 2026
Sugar Maple Asset Management, LLC History Reduced 34,678 3,265 2.2% 2.51% 346 -2,167 -5.88% Q4 2025 Jan 20, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 34,550 3,253 0.86% 0.92% 348 +104 0.3% Q4 2025 Feb 06, 2026
Foster Group, Inc. History Reduced 34,522 3,250 0.1% 0.1% 349 -112 -0.32% Q4 2025 Jan 12, 2026
BCM ADVISORS, LLC History Reduced 34,107 3,236 0.62% 0.67% 350 -1,077 -3.06% Q4 2025 Jan 26, 2026
Delos Wealth Advisors, LLC History Added to 34,105 3,211 2.12% 2.09% 351 +1,494 4.58% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 34,044 3,205 0.07% 0.09% 352 -9,271 -21.4% Q4 2025 Feb 02, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 33,965 3,198 1.84% 1.9% 353 -358 -1.04% Q4 2025 Jan 15, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 33,646 3,168 0.46% — 354 +33,646 New Q4 2025 Feb 13, 2026
Syverson Strege & Co History Reduced 33,640 3,167 0.75% 0.77% 355 -66 -0.2% Q4 2025 Feb 09, 2026
Johnson Financial Group, Inc. History Reduced 33,608 3,164 0.12% 0.12% 356 -277 -0.82% Q4 2025 Feb 12, 2026
10Elms LLP History Reduced 33,485 3,152 2.89% 3.11% 357 -2,859 -7.87% Q4 2025 Feb 13, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 33,180 3,124 0.56% 0.57% 358 -313 -0.93% Q4 2025 Jan 16, 2026
Cyndeo Wealth Partners, LLC History Reduced 32,791 3,087 0.17% 0.18% 359 -1,065 -3.15% Q4 2025 Jan 07, 2026
NATIXIS ADVISORS, LLC History Added to 32,394 3,050 0.0% 0.0% 360 +3,119 10.65% Q4 2025 Feb 10, 2026
Aureum Wealth Management, LLC History New 32,390 3,049 2.83% — 361 +32,390 New Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 32,240 3,035 0.02% 0.02% 362 -298 -0.92% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 31,907 3,029 0.2% 0.06% 363 +24,072 307.24% Q4 2025 Jan 15, 2026
Tacita Capital Inc History Reduced 32,065 3,019 1.75% 1.9% 364 -958 -2.9% Q4 2025 Feb 11, 2026
Pallas Capital Advisors LLC History Reduced 31,990 3,012 0.1% 0.11% 365 -623 -1.91% Q4 2025 Jan 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 31,966 3,009 0.05% 0.04% 366 +12,248 62.12% Q4 2025 Feb 19, 2026
Emerald Advisors, LLC History Reduced 31,538 2,969 0.4% 0.57% 367 -13,648 -30.2% Q4 2025 Jan 27, 2026
Ameritas Advisory Services, LLC History Reduced 31,339 2,950 0.11% 0.21% 368 -2,517 -7.43% Q4 2025 Feb 04, 2026
Bowman & Co S.C. History Added to 31,020 2,921 1.23% 1.24% 369 +82 0.27% Q4 2025 Jan 23, 2026
Kastel Capital Advisors, LLC History New 30,899 2,909 1.79% — 370 +30,899 New Q4 2025 Feb 18, 2026
First Heartland Consultants, Inc. History Reduced 30,700 2,890 0.22% 0.24% 371 -723 -2.3% Q4 2025 Jan 09, 2026
GGM Financials LLC History Reduced 30,576 2,879 1.4% 1.68% 372 -4,369 -12.5% Q4 2025 Feb 04, 2026
Sherman Wealth Management LLC History New 30,410 2,863 2.49% — 373 +30,410 New Q4 2025 Jan 15, 2026
Aries Wealth Management History Reduced 30,085 2,832 0.63% 0.69% 374 -560 -1.83% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 29,836 2,809 0.09% 0.1% 375 +6,539 28.07% Q4 2025 Jan 20, 2026
One Wealth Advisors, LLC History Reduced 28,435 2,793 0.34% 0.42% 376 -7,027 -19.82% Q4 2025 Feb 02, 2026
Capital Investment Advisory Services, LLC History Reduced 29,455 2,773 0.2% 0.23% 377 -1,414 -4.58% Q4 2025 Jan 21, 2026
Mechanics Bank Trust Department History Reduced 29,396 2,767 0.36% 0.44% 378 -3,681 -11.13% Q4 2025 Jan 14, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 29,341 2,762 0.1% 0.11% 379 +121 0.41% Q4 2025 Feb 13, 2026
ETF Store, Inc. History Added to 29,275 2,756 2.81% 2.92% 380 +364 1.26% Q4 2025 Jan 22, 2026
Icon Wealth Advisors, LLC History Added to 29,239 2,753 0.18% 0.19% 381 +541 1.89% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 29,157 2,745 0.0% 0.0% 382 +7,249 33.09% Q4 2025 Feb 17, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 29,150 2,744 0.36% 0.36% 383 0 0.0% Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Reduced 29,072 2,737 0.12% 0.13% 384 -83 -0.28% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 28,669 2,699 0.17% 0.18% 385 -903 -3.05% Q4 2025 Jan 23, 2026
Golden State Wealth Management, LLC History Reduced 28,654 2,698 0.28% 0.31% 386 -888 -3.01% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 28,476 2,681 0.07% 0.07% 387 +1,976 7.46% Q4 2025 Feb 09, 2026
TD Waterhouse Canada Inc. History Added to 28,296 2,664 0.02% 0.02% 388 +1,851 7.0% Q4 2025 Jan 27, 2026
MCMORGAN & CO LLC History Reduced 28,130 2,648 0.44% 0.41% 389 -119 -0.42% Q4 2025 Feb 11, 2026
Berman McAleer LLC History Reduced 28,077 2,643 0.36% 0.38% 390 -745 -2.58% Q4 2025 Feb 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 27,985 2,635 0.09% 0.09% 391 -245 -0.87% Q4 2025 Feb 13, 2026
Wealth Management Partners, LLC History Reduced 27,859 2,623 0.75% 0.85% 392 -137 -0.49% Q4 2025 Jan 12, 2026
SAX WEALTH ADVISORS, LLC History Reduced 27,669 2,605 0.12% 0.14% 393 -61 -0.22% Q4 2025 Jan 12, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 26,906 2,588 2.53% — 394 +26,906 New Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 27,478 2,587 0.26% 0.28% 395 -1,128 -3.94% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Added to 26,524 2,497 0.15% 0.16% 396 +855 3.33% Q4 2025 Feb 17, 2026
Sheridan Capital Management, LLC History Added to 26,437 2,489 1.26% 1.28% 397 +1,011 3.98% Q4 2025 Jan 23, 2026
NWAM LLC History Added to 25,742 2,444 0.14% 0.13% 398 +369 1.45% Q4 2025 Feb 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 25,876 2,436 0.12% 0.24% 399 -10,078 -28.03% Q4 2025 Feb 12, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 25,835 2,432 2.0% 2.44% 400 -55 -0.21% Q4 2025 Feb 02, 2026
Symphony Financial Services, Inc. History Reduced 25,571 2,407 1.23% 1.31% 401 -91 -0.35% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 25,388 2,390 0.07% 0.07% 402 -887 -3.38% Q4 2025 Feb 11, 2026
Detalus Advisors, LLC History Reduced 25,375 2,389 0.58% 0.64% 403 -677 -2.6% Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Reduced 25,206 2,373 0.03% 0.04% 404 -578 -2.24% Q4 2025 Feb 02, 2026
WHITTIER TRUST CO History No change 25,011 2,364 0.03% 0.03% 405 0 0.0% Q4 2025 Jan 26, 2026
MGB Wealth Management, LLC History Added to 25,037 2,359 0.67% 0.67% 406 +21 0.08% Q4 2025 Feb 17, 2026
ACCREDITED INVESTOR SERVICES, LLC History Added to 25,047 2,358 1.56% 0.64% 407 +15,184 153.95% Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 25,028 2,356 0.0% 0.0% 408 +204 0.82% Q4 2025 Feb 17, 2026
Hansen & Associates Financial Group, Inc. History Added to 24,455 2,345 1.28% 8.67% 409 +2,507 11.42% Q4 2025 Feb 17, 2026
Macco Financial Group, Inc. History New 24,686 2,324 2.0% — 410 +24,686 New Q4 2025 Feb 24, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 24,656 2,321 0.05% 0.05% 411 -126 -0.51% Q4 2025 Feb 18, 2026
Santori & Peters, Inc. History Reduced 24,525 2,309 0.79% 0.85% 412 -492 -1.97% Q4 2025 Jan 15, 2026
Mascoma Wealth Management LLC History Reduced 24,406 2,298 0.49% 0.53% 413 -924 -3.65% Q4 2025 Feb 04, 2026
Summit Investment Advisory Services, LLC History Reduced 24,090 2,268 0.86% 0.94% 414 -591 -2.39% Q4 2025 Feb 04, 2026
Diversified Trust Co History Added to 24,006 2,260 0.04% 0.05% 415 +221 0.93% Q4 2025 Jan 09, 2026
TPG Advisors LLC History Added to 23,974 2,257 1.4% 1.47% 416 +464 1.97% Q4 2025 Jan 21, 2026
Strategic Investment Advisors / MI History Added to 23,682 2,231 0.19% 0.19% 417 +23,254 5433.18% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 23,671 2,228 0.03% 0.04% 418 0 0.0% Q4 2025 Jan 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 23,620 2,224 0.31% 0.37% 419 -800 -3.28% Q4 2025 Jan 12, 2026
HICKS CAPITAL MANAGEMENT LLC History Added to 23,532 2,215 2.23% 3.66% 420 +7 0.03% Q4 2025 Feb 05, 2026
ACT Advisors, LLC. History Reduced 23,243 2,188 0.86% 0.91% 421 -450 -1.9% Q4 2025 Jan 14, 2026
Hudson Oak Wealth Advisory LLC History New 23,236 2,187 1.93% — 422 +23,236 New Q4 2025 Jan 23, 2026
NewEdge Wealth, LLC History Added to 23,050 2,170 0.02% 0.03% 423 +32 0.14% Q4 2025 Feb 03, 2026
Centurion Wealth Management LLC History Reduced 22,994 2,165 0.47% 0.5% 424 -30 -0.13% Q4 2025 Jan 14, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 23,051 2,157 0.48% 0.58% 425 -556 -2.36% Q4 2025 Feb 04, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 22,901 2,156 0.45% 0.52% 426 +1,854 8.81% Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Reduced 22,827 2,149 0.25% 0.27% 427 -751 -3.19% Q4 2025 Feb 17, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 22,789 2,145 0.75% 0.67% 428 +5,077 28.66% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History Added to 22,742 2,141 0.37% 0.23% 430 +15,516 214.72% Q4 2025 Jan 26, 2026
HARBOUR INVESTMENTS, INC. History Added to 22,744 2,141 0.04% 0.05% 429 +1,360 6.36% Q4 2025 Feb 09, 2026
Advisory Alpha, LLC History Added to 22,704 2,138 0.06% 0.06% 431 +1,125 5.21% Q4 2025 Feb 06, 2026
Tranquilli Financial Advisor LLC History Reduced 22,641 2,131 1.24% 1.27% 432 -16 -0.07% Q4 2025 Jan 27, 2026
Ballew Advisors, Inc History Reduced 22,368 2,108 1.19% 1.19% 433 -78 -0.35% Q4 2025 Jan 14, 2026
Legacy Financial Advisors, Inc. History Reduced 22,320 2,101 0.29% 0.32% 434 -2,373 -9.61% Q4 2025 Feb 04, 2026
180 WEALTH ADVISORS, LLC History Reduced 22,200 2,090 0.24% 0.26% 435 -630 -2.76% Q4 2025 Jan 09, 2026
VANGUARD GROUP INC History Added to 22,113 2,082 0.0% 0.0% 436 +272 1.25% Q4 2025 Jan 29, 2026
Hilltop Partners LLC History Reduced 21,745 2,047 0.53% 0.62% 437 -183 -0.83% Q4 2025 Feb 10, 2026
Concentric Capital Strategies, LP History New 21,525 2,026 0.1% — 438 +21,525 New Q4 2025 Feb 17, 2026
CHILTON INVESTMENT CO INC. History No change 21,500 2,024 0.04% 0.04% 439 0 0.0% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Reduced 21,424 2,017 0.1% 0.11% 440 -310 -1.43% Q4 2025 Jan 26, 2026
Roof Eidam Maycock Peralta, LLC History Added to 21,359 2,011 0.46% 0.49% 441 +13 0.06% Q4 2025 Jan 26, 2026
Selby Wealth Management, LLC History New 21,253 2,001 0.81% — 442 +21,253 New Q4 2025 Feb 13, 2026
Bernardo Wealth Planning LLC History Reduced 20,938 1,971 0.38% 0.39% 443 -173 -0.82% Q4 2025 Jan 26, 2026
CoreCap Advisors, LLC History Added to 20,864 1,964 0.07% 0.07% 444 +753 3.74% Q4 2025 Jan 13, 2026
Friedenthal Financial History Reduced 20,845 1,962 1.01% 1.06% 445 -776 -3.59% Q4 2025 Jan 27, 2026
Tanglewood Legacy Advisors, LLC History Reduced 20,700 1,949 0.73% 0.78% 446 -588 -2.76% Q4 2025 Feb 06, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 20,602 1,939 0.41% 0.39% 447 -4,403 -17.61% Q4 2025 Feb 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 20,467 1,927 0.21% 0.23% 448 -446 -2.13% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 20,424 1,923 0.05% 0.06% 449 -521 -2.49% Q4 2025 Feb 02, 2026
Elevation Capital Advisory, LLC History Reduced 20,388 1,919 0.78% 3.03% 451 -59,257 -74.4% Q4 2025 Jan 26, 2026
Shepherd Financial Partners LLC History Reduced 20,390 1,919 0.18% 0.19% 450 -264 -1.28% Q4 2025 Feb 10, 2026
FORM Wealth Advisors, LLC History New 20,253 1,907 0.22% — 452 +20,253 New Q4 2025 Jan 28, 2026
Almanack Investment Partners, LLC. History Reduced 20,195 1,901 0.32% 0.3% 453 -124 -0.61% Q4 2025 Jan 29, 2026
Spire Wealth Management History Reduced 20,137 1,896 0.06% 0.07% 454 -507 -2.46% Q4 2025 Jan 14, 2026
GC Wealth Management RIA, LLC History Reduced 20,118 1,894 0.07% 0.06% 455 -400 -1.95% Q4 2025 Jan 30, 2026
INTEGRITY ALLIANCE, LLC. History Added to 19,879 1,871 0.07% 0.05% 456 +8,300 71.68% Q4 2025 Feb 09, 2026
Forum Private Client Group LLC History Reduced 19,837 1,867 0.64% 0.69% 457 -454 -2.24% Q4 2025 Feb 06, 2026
Braeburn Wealth Management LLC History New 19,784 1,862 0.95% — 458 +19,784 New Q4 2025 Feb 18, 2026
STEPHENS INC /AR/ History Reduced 19,748 1,859 0.02% 0.03% 459 -2,693 -12.0% Q4 2025 Feb 05, 2026
SWEENEY & MICHEL, LLC History Added to 19,314 1,854 0.55% 0.59% 461 +605 3.23% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Reduced 19,691 1,854 0.06% 0.06% 460 -285 -1.43% Q4 2025 Jan 06, 2026
Ascent Wealth Partners, LLC History Added to 19,646 1,849 0.21% 0.21% 462 +278 1.44% Q4 2025 Feb 02, 2026
HRT FINANCIAL LP History New 19,623 1,847 0.01% — 463 +19,623 New Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Added to 19,571 1,843 0.02% 0.02% 464 +183 0.94% Q4 2025 Feb 02, 2026
PCA Investment Advisory Services Inc. History Reduced 19,543 1,840 0.64% 0.79% 465 -2,814 -12.59% Q4 2025 Feb 10, 2026
COWA, LLC History Reduced 19,482 1,834 0.56% 0.63% 467 -536 -2.68% Q4 2025 Feb 12, 2026
Ellis Investment Partners, LLC History Reduced 19,487 1,834 0.32% 0.34% 466 -518 -2.59% Q4 2025 Feb 02, 2026
STRATEGY ASSET MANAGERS LLC History Added to 19,348 1,821 0.3% 0.32% 468 +711 3.81% Q4 2025 Feb 11, 2026
Capital Asset Advisory Services LLC History Reduced 19,165 1,812 0.07% 0.08% 469 -553 -2.8% Q4 2025 Jan 09, 2026
WELCH & FORBES LLC History No change 19,116 1,799 0.02% 0.02% 470 0 0.0% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Reduced 19,035 1,792 0.01% 0.01% 471 -3,362 -15.01% Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Reduced 18,885 1,778 0.01% 0.01% 472 -1,401 -6.91% Q4 2025 Jan 28, 2026
Summit Trail Advisors, LLC History Reduced 18,765 1,766 0.03% 0.03% 473 -4,456 -19.19% Q4 2025 Feb 17, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 18,763 1,766 1.21% 1.4% 474 -1,433 -7.1% Q4 2025 Jan 27, 2026
NorthRock Partners, LLC History Added to 18,693 1,760 0.03% 0.03% 475 +386 2.11% Q4 2025 Feb 17, 2026
Hoese & Co LLP History Reduced 18,685 1,759 1.25% 1.77% 476 -5,710 -23.41% Q4 2025 Jan 14, 2026
GFG Capital, LLC History Reduced 18,563 1,747 0.62% 0.63% 477 -485 -2.55% Q4 2025 Jan 15, 2026
Smart Money Group LLC History Added to 18,430 1,735 0.51% 0.52% 478 +4 0.02% Q4 2025 Jan 30, 2026
DecisionMap Wealth Management, LLC History Reduced 18,280 1,721 1.06% 1.53% 479 -6,823 -27.18% Q4 2025 Jan 07, 2026
Caprock Group, LLC History Added to 18,274 1,720 0.04% 0.04% 480 +1,712 10.34% Q4 2025 Jan 28, 2026
Intellectus Partners, LLC History Added to 18,149 1,708 0.33% 0.32% 481 +640 3.66% Q4 2025 Feb 10, 2026
Black Diamond Financial, LLC History Reduced 18,029 1,697 0.18% 0.2% 482 -687 -3.67% Q4 2025 Feb 03, 2026
Baring Financial LLC History Reduced 18,021 1,696 1.03% 1.18% 483 -139 -0.77% Q4 2025 Jan 07, 2026
Retirement Planning Group, LLC History Reduced 17,963 1,691 0.06% 0.06% 484 -658 -3.53% Q4 2025 Feb 03, 2026
Hershey Financial Advisers, LLC History New 17,906 1,686 1.43% — 485 +17,906 New Q4 2025 Feb 18, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 17,777 1,673 0.11% 0.11% 486 -517 -2.83% Q4 2025 Feb 17, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 17,713 1,667 0.59% 0.61% 487 -173 -0.97% Q4 2025 Jan 21, 2026
5T Wealth, LLC History Reduced 17,177 1,617 0.65% 0.8% 488 -2,189 -11.3% Q4 2025 Jan 27, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 17,138 1,613 0.05% 0.06% 489 -3,575 -17.26% Q4 2025 Jan 12, 2026
PRIVATE TRUST CO NA History Reduced 17,056 1,606 0.14% 0.14% 490 -181 -1.05% Q4 2025 Jan 26, 2026
SAXON INTERESTS, INC. History Reduced 17,043 1,604 0.56% 0.65% 491 -619 -3.5% Q4 2025 Feb 13, 2026
BCGM Wealth Management, LLC History Reduced 16,979 1,598 0.41% 0.47% 492 -1,878 -9.96% Q4 2025 Jan 07, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 16,857 1,597 0.42% 0.42% 493 -52 -0.31% Q4 2025 Jan 26, 2026
Centric Wealth Management History Reduced 16,700 1,592 0.34% 0.35% 494 -49 -0.29% Q4 2025 Feb 04, 2026
Smartleaf Asset Management LLC History Added to 16,581 1,574 0.06% 0.09% 495 +1,615 10.79% Q4 2025 Feb 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 16,639 1,568 0.07% 0.04% 496 +8,573 106.29% Q4 2025 Feb 03, 2026
Creekside Partners History Added to 16,659 1,568 0.66% 0.7% 497 +14 0.08% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 16,604 1,563 0.01% 0.01% 498 +1,204 7.82% Q4 2025 Feb 09, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 16,532 1,556 0.09% 0.08% 499 +2,108 14.61% Q4 2025 Feb 10, 2026
Aspire Growth Partners LLC History Reduced 16,423 1,546 1.08% 1.2% 500 -861 -4.98% Q4 2025 Feb 05, 2026
Milestones Private Investment Advisors LLC History Reduced 16,382 1,542 1.06% 1.18% 501 -1,820 -10.0% Q4 2025 Jan 26, 2026
SYNTAX RESEARCH, INC. History Added to 16,234 1,528 0.94% 0.92% 502 +1,131 7.49% Q4 2025 Feb 02, 2026
Wescott Financial Advisory Group, LLC History Added to 16,228 1,527 0.13% 0.14% 503 +67 0.41% Q4 2025 Feb 12, 2026
Wealth Enhancement Trust Services, Inc. History New 16,140 1,519 0.19% — 504 +16,140 New Q4 2025 Jan 27, 2026
New Insight Wealth Advisors History Added to 16,057 1,511 0.54% 0.5% 505 +2,157 15.52% Q4 2025 Feb 17, 2026
CCG WEALTH MANAGEMENT, LLC History No change 16,047 1,510 0.65% 0.72% 506 0 0.0% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Reduced 16,021 1,508 0.0% 0.0% 507 -1,420 -8.14% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Reduced 16,013 1,507 0.03% 0.03% 508 -606 -3.65% Q4 2025 Jan 14, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 15,994 1,505 0.03% 0.05% 510 -7,038 -30.56% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 15,993 1,505 0.07% 0.08% 509 -3,049 -16.01% Q4 2025 Feb 17, 2026
Golden State Equity Partners History Reduced 15,856 1,493 0.24% 0.26% 511 -408 -2.51% Q4 2025 Jan 29, 2026
Granite FO LLC History No change 15,822 1,489 0.79% 0.82% 512 0 0.0% Q4 2025 Feb 06, 2026
Cynosure Group, LLC History Reduced 15,812 1,488 0.15% 0.44% 513 -26,612 -62.73% Q4 2025 Feb 17, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 15,802 1,487 0.45% 0.47% 514 -147 -0.92% Q4 2025 Jan 29, 2026
BROWN ADVISORY INC History Added to 15,633 1,472 0.0% 0.0% 515 +350 2.29% Q4 2025 Feb 13, 2026
EWA, LLC History Added to 15,632 1,471 0.36% 0.32% 516 +3,426 28.07% Q4 2025 Feb 03, 2026
Kaydan Wealth Management, Inc. History Reduced 15,597 1,468 0.42% 0.44% 517 -675 -4.15% Q4 2025 Jan 12, 2026
CENTAURUS FINANCIAL, INC. History Added to 15,549 1,464 0.07% 0.06% 518 +2,952 23.43% Q4 2025 Feb 13, 2026
Kathmere Capital Management, LLC History Added to 15,552 1,464 0.1% 0.1% 519 +675 4.54% Q4 2025 Jan 13, 2026
West Wealth Group, LLC History Added to 15,526 1,461 0.3% 0.31% 520 +833 5.67% Q4 2025 Jan 26, 2026
Claro Advisors Inc. History Added to 15,497 1,459 0.2% 0.2% 521 +1,172 8.18% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 15,456 1,455 0.0% 0.0% 522 +70 0.45% Q4 2025 Feb 17, 2026
Safeguard Investment Advisory Group, LLC History Reduced 15,304 1,441 0.37% 0.4% 523 -1,839 -10.73% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Reduced 15,243 1,435 0.11% 0.11% 524 -220 -1.42% Q4 2025 Jan 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 15,238 1,434 0.02% 0.02% 525 -520 -3.3% Q4 2025 Jan 29, 2026
MACQUARIE GROUP LTD History Added to 15,181 1,429 0.01% 0.0% 526 +10,696 238.48% Q4 2025 Feb 13, 2026
Southland Equity Partners LLC History Reduced 15,144 1,425 0.28% 0.29% 527 -103 -0.68% Q4 2025 Jan 14, 2026
Fortis Group Advisors, LLC History Reduced 15,002 1,424 0.24% 0.3% 528 -3,661 -19.62% Q4 2025 Feb 06, 2026
BXM Wealth LLC History No change 15,124 1,424 1.1% 1.36% 529 0 0.0% Q4 2025 Jan 20, 2026
Tranquility Partners, LLC History Added to 15,092 1,421 0.51% 0.47% 530 +342 2.32% Q4 2025 Feb 03, 2026
CFS Investment Advisory Services, LLC History Reduced 14,879 1,401 0.1% 0.11% 531 -647 -4.17% Q4 2025 Feb 10, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 14,874 1,400 0.29% 0.29% 532 +813 5.78% Q4 2025 Jan 21, 2026
TritonPoint Partners, LLC History New 14,747 1,388 0.74% — 536 +14,747 New Q4 2025 Feb 13, 2026
SHUFRO ROSE & CO LLC History Reduced 14,749 1,388 0.09% 0.14% 533 -3,718 -20.13% Q4 2025 Feb 09, 2026
PFG Advisors History Reduced 14,741 1,388 0.07% 0.07% 534 -2,584 -14.91% Q4 2025 Jan 27, 2026
Keystone Wealth Services, LLC History Reduced 14,746 1,388 0.29% 0.31% 535 -68 -0.46% Q4 2025 Jan 26, 2026
Jaffetilchin Investment Partners, LLC History Added to 14,708 1,384 0.08% 0.08% 537 +7 0.05% Q4 2025 Jan 15, 2026
Inscription Capital, LLC History Added to 14,592 1,373 0.14% 0.15% 538 +5 0.03% Q4 2025 Jan 29, 2026
Nova R Wealth, Inc. History Added to 14,572 1,372 0.5% 0.57% 539 +374 2.63% Q4 2025 Jan 14, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 14,571 1,372 0.56% 0.59% 540 -91 -0.62% Q4 2025 Jan 22, 2026
MCDONALD PARTNERS LLC History Reduced 14,500 1,365 0.43% 0.42% 541 -190 -1.29% Q4 2025 Feb 02, 2026
Karras Company, Inc. History New 14,454 1,360 1.33% — 542 +14,454 New Q4 2025 Feb 06, 2026
Purpose Unlimited Inc. History New 14,453 1,360 0.06% — 543 +14,453 New Q4 2025 Mar 20, 2026
IRON Financial LLC History Reduced 14,442 1,359 0.62% 0.66% 544 -37 -0.26% Q4 2025 Jan 22, 2026
Keating Financial Advisory Services, Inc. History New 14,372 1,353 0.18% — 545 +14,372 New Q4 2025 Feb 09, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 14,368 1,352 0.11% 0.11% 546 -522 -3.51% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 14,244 1,341 0.09% 0.11% 547 -888 -5.87% Q4 2025 Feb 03, 2026
Verdence Capital Advisors LLC History Reduced 14,190 1,336 0.08% 0.08% 548 -119 -0.83% Q4 2025 Jan 29, 2026
Atlas Legacy Advisors, LLC History Added to 14,174 1,334 0.23% 0.24% 549 +1,122 8.6% Q4 2025 Jan 29, 2026
NWF Advisory Services Inc. History Reduced 14,122 1,329 0.15% 0.18% 550 -2,773 -16.41% Q4 2025 Mar 03, 2026
Perennial Investment Advisors, LLC History Added to 14,072 1,325 0.1% 0.11% 551 +211 1.52% Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History No change 13,995 1,324 0.02% 0.02% 552 0 0.0% Q4 2025 Feb 05, 2026
Jacobi Capital Management LLC History Reduced 14,037 1,321 0.08% 0.08% 553 -133 -0.94% Q4 2025 Feb 13, 2026
Provident Wealth Management, LLC History Reduced 13,919 1,310 0.39% 0.41% 554 -267 -1.88% Q4 2025 Jan 28, 2026
Mosley Wealth Management History New 13,694 1,306 0.6% — 555 +13,694 New Q4 2025 Feb 12, 2026
Maia Wealth LLC History Added to 13,426 1,278 0.22% 0.19% 556 +1,273 10.47% Q4 2025 Feb 17, 2026
KW WEALTH MANAGEMENT LLC History Added to 13,553 1,276 1.94% 2.18% 557 +109 0.81% Q4 2025 Feb 25, 2026
ShoreHaven Wealth Partners, LLC History Added to 13,544 1,275 0.46% 0.45% 558 +760 5.94% Q4 2025 Feb 10, 2026
WCG Wealth Advisors LLC History New 13,429 1,264 0.04% — 559 +13,429 New Q4 2025 Feb 10, 2026
Insight Inv LLC History Added to 13,425 1,264 0.71% 0.64% 560 +2,045 17.97% Q4 2025 Feb 06, 2026
Goldstone Financial Group, LLC History Reduced 13,403 1,262 0.14% 0.15% 561 -85 -0.63% Q4 2025 Feb 13, 2026
Wealth Management Associates, Inc. History Added to 13,397 1,261 0.44% 0.44% 562 +250 1.9% Q4 2025 Jan 20, 2026
Cherry Tree Wealth Management, LLC History Reduced 13,373 1,259 0.27% 0.29% 563 -302 -2.21% Q4 2025 Feb 10, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 13,297 1,252 0.54% 0.58% 564 +51 0.39% Q4 2025 Jan 22, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 13,056 1,251 0.48% 0.7% 565 -3,991 -23.41% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 13,289 1,251 0.04% 0.04% 567 -1,162 -8.04% Q4 2025 Feb 19, 2026
Concentrum Wealth Management History Reduced 13,287 1,251 0.35% 0.38% 566 -408 -2.98% Q4 2025 Feb 04, 2026
SMITH, MOORE & CO. History Reduced 13,259 1,248 0.09% 0.1% 568 -1,047 -7.32% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History Reduced 13,188 1,241 0.17% 0.18% 569 -191 -1.43% Q4 2025 Jan 29, 2026
JMG Financial Group, Ltd. History No change 12,847 1,209 0.03% 0.03% 570 0 0.0% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History Added to 12,797 1,205 0.0% 0.0% 571 +4,635 56.79% Q4 2025 Feb 13, 2026
XTX Topco Ltd History New 12,795 1,204 0.03% — 572 +12,795 New Q4 2025 Feb 17, 2026
KERR FINANCIAL PLANNING Corp History Added to 12,688 1,202 1.62% 0.79% 573 +6,774 114.54% Q4 2025 Feb 10, 2026
Soltis Investment Advisors LLC History Added to 12,582 1,184 0.08% 0.07% 574 +2,523 25.08% Q4 2025 Apr 02, 2026
Mattern Wealth Management LLC History No change 12,518 1,178 0.23% 0.24% 575 0 0.0% Q4 2025 Jan 16, 2026
FLOW TRADERS U.S. LLC History New 12,424 1,170 0.04% — 576 +12,424 New Q4 2025 Feb 13, 2026
WT Wealth Management History Reduced 12,429 1,170 0.34% 0.35% 577 -316 -2.48% Q4 2025 Feb 02, 2026
Beta Wealth Group, Inc. History Reduced 12,304 1,158 0.47% 0.47% 578 -285 -2.26% Q4 2025 Feb 13, 2026
Ergawealth Advisors, Inc. History Reduced 12,206 1,149 0.53% 0.65% 579 -2,435 -16.63% Q4 2025 Jan 21, 2026
TBH Global Asset Management, LLC History Added to 12,191 1,147 0.19% 0.22% 580 +605 5.22% Q4 2025 Jan 29, 2026
VERITY Wealth Advisors History No change 12,102 1,139 0.71% 0.73% 581 0 0.0% Q4 2025 Jan 07, 2026
NorthCrest Asset Manangement, LLC History Added to 12,114 1,138 0.03% 0.03% 582 +947 8.48% Q4 2025 Jan 08, 2026
Strait & Sound Wealth Management LLC History Reduced 12,034 1,133 0.42% 0.46% 583 -592 -4.69% Q4 2025 Feb 04, 2026
K2 Financial Inc. History Added to 11,940 1,128 0.87% 0.9% 584 +47 0.4% Q4 2025 Jan 22, 2026
Kovack Advisors, Inc. History Added to 11,916 1,122 0.05% 0.07% 585 +4,118 52.81% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Reduced 11,821 1,113 0.05% 0.05% 586 -161 -1.34% Q4 2025 Feb 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 11,807 1,111 0.08% 0.08% 587 0 0.0% Q4 2025 Jan 08, 2026
CFO4Life Group, LLC History Reduced 11,768 1,108 0.16% 0.17% 588 -453 -3.71% Q4 2025 Feb 06, 2026
Bravias Capital Group, LLC History Reduced 11,731 1,104 0.67% 0.77% 589 -331 -2.74% Q4 2025 Jan 29, 2026
Goldstein Advisors, LLC History Reduced 11,712 1,102 0.13% 0.14% 590 -17 -0.14% Q4 2025 Feb 10, 2026
PMG Wealth Management, Inc. History Added to 11,558 1,088 0.8% 0.83% 591 +100 0.87% Q4 2025 Jan 23, 2026
Atlas Private Wealth Advisors History Reduced 11,435 1,076 0.25% 0.27% 592 -90 -0.78% Q4 2025 Feb 05, 2026
Princeton Global Asset Management LLC History New 11,400 1,073 0.17% — 593 +11,400 New Q4 2025 Jan 20, 2026
Advisor Resource Council History Reduced 11,362 1,069 0.38% 1.54% 594 -607 -5.07% Q4 2025 Feb 10, 2026
TTP Investments, Inc. History No change 11,344 1,068 0.35% 0.31% 595 0 0.0% Q4 2025 Jan 28, 2026
Destiny Wealth Partners, LLC History Reduced 11,152 1,065 0.12% 0.13% 596 -16 -0.14% Q4 2025 Feb 03, 2026
J.E. Simmons & Co., P.C. History New 11,269 1,061 0.69% — 597 +11,269 New Q4 2025 Feb 13, 2026
Snider Financial Group History Added to 11,198 1,054 0.28% 0.27% 598 +806 7.76% Q4 2025 Jan 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 11,051 1,040 0.12% 0.15% 600 -2,428 -18.01% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 11,055 1,040 0.04% 0.04% 599 +423 3.98% Q4 2025 Feb 09, 2026
Dorsey & Whitney Trust CO LLC History Added to 10,945 1,030 0.05% 0.05% 601 +742 7.27% Q4 2025 Feb 11, 2026
Guidance Point Advisors, LLC History Added to 10,926 1,028 0.24% 0.25% 602 +7 0.06% Q4 2025 Feb 11, 2026
Empowered Funds, LLC History New 10,864 1,022 0.02% — 603 +10,864 New Q4 2025 Feb 18, 2026
Ausdal Financial Partners, Inc. History Reduced 10,756 1,012 0.05% 0.07% 604 -4,798 -30.85% Q4 2025 Feb 13, 2026
Fort Point Capital Partners LLC History No change 10,699 1,011 0.11% 0.12% 605 0 0.0% Q4 2025 Feb 13, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 10,712 1,008 0.11% 0.11% 606 -100 -0.92% Q4 2025 Jan 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 10,702 1,007 0.08% 0.07% 607 +69 0.65% Q4 2025 Jan 23, 2026
Oxinas Partners, LLC History Added to 10,680 1,005 0.48% 0.51% 608 +729 7.33% Q4 2025 Jan 26, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 10,642 1,002 0.13% 0.14% 610 +24 0.23% Q4 2025 Feb 04, 2026
Lincoln Capital LLC History No change 10,650 1,002 0.18% 0.19% 609 0 0.0% Q4 2025 Jan 08, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 10,582 996 0.36% 0.39% 611 -200 -1.85% Q4 2025 Jan 13, 2026
Trust Point Inc. History No change 10,571 995 0.08% 0.08% 612 0 0.0% Q4 2025 Jan 13, 2026
AAF Wealth Management, LLC History Added to 10,564 994 0.42% 0.45% 613 +43 0.41% Q4 2025 Feb 06, 2026
Center For Asset Management LLC History Reduced 10,502 988 0.52% 0.57% 614 -670 -6.0% Q4 2025 Jan 21, 2026
Gen-Wealth Partners Inc History Added to 10,458 984 0.32% 0.31% 615 +952 10.01% Q4 2025 Feb 13, 2026
Great Diamond Partners, LLC History Reduced 10,363 975 0.19% 0.2% 616 -414 -3.84% Q4 2025 Feb 06, 2026
Arrowroot Family Office, LLC History Added to 10,334 973 0.35% 0.39% 617 +39 0.38% Q4 2025 Feb 11, 2026
Sound View Wealth Advisors Group, LLC History Reduced 10,280 967 0.06% 0.07% 618 -96 -0.93% Q4 2025 Jan 08, 2026
Three Magnolias Financial Advisors, LLC History Added to 10,278 967 0.6% 0.61% 619 +2 0.02% Q4 2025 Jan 20, 2026
Neuberger Berman Group LLC History Reduced 10,221 962 0.0% 0.0% 620 -114 -1.1% Q4 2025 Feb 13, 2026
C2C Wealth Management, LLC History No change 10,165 957 0.81% 0.83% 621 0 0.0% Q4 2025 Jan 21, 2026
VestGen Advisors, LLC History Reduced 10,160 956 0.04% 0.16% 623 -39,783 -79.66% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 10,160 956 0.0% 0.0% 622 -225 -2.17% Q4 2025 Feb 10, 2026
First Financial Bank - Trust Division History Reduced 10,091 950 0.08% 0.08% 624 -305 -2.93% Q4 2025 Jan 02, 2026
Wealthspire Advisors, LLC History Added to 10,075 948 0.01% 0.0% 625 +3,331 49.39% Q4 2025 Feb 13, 2026
Berkshire Money Management, Inc. History Reduced 10,062 947 0.09% 0.58% 626 -49,373 -83.07% Q4 2025 Jan 27, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 10,055 946 0.75% 0.79% 627 -300 -2.9% Q4 2025 Jan 16, 2026
ProVise Management Group, LLC History Added to 10,003 941 0.07% 0.07% 628 +235 2.41% Q4 2025 Jan 29, 2026
Raab & Moskowitz Asset Management LLC History Added to 9,942 936 0.2% 0.12% 629 +4,253 74.76% Q4 2025 Jan 20, 2026
DRAVO BAY LLC History Added to 9,947 936 0.39% 0.41% 630 +305 3.16% Q4 2025 Jan 27, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 9,891 931 0.02% 0.01% 631 +2,358 31.3% Q4 2025 Feb 05, 2026
Tolleson Wealth Management, Inc. History No change 9,890 931 0.13% 0.15% 632 0 0.0% Q4 2025 Feb 17, 2026
Sage Mountain Advisors LLC History Reduced 9,872 929 0.05% 0.1% 633 -8,175 -45.3% Q4 2025 Jan 23, 2026
KOM Wealth Management Group, LLC History Added to 9,811 923 0.65% 0.7% 634 +62 0.64% Q4 2025 Jan 23, 2026
OPPENHEIMER & CO INC History Added to 9,658 909 0.01% 0.01% 635 +227 2.41% Q4 2025 Feb 02, 2026
Wealthfront Advisers LLC History Added to 9,537 898 0.0% 0.0% 636 +782 8.93% Q4 2025 Jan 30, 2026
Opes Wealth Management LLC History Reduced 9,429 887 0.14% 0.16% 637 -465 -4.7% Q4 2025 Feb 02, 2026
PTM WEALTH MANAGEMENT, LLC History Reduced 9,390 882 0.5% 0.54% 638 -80 -0.84% Q4 2025 Jan 09, 2026
Northwest Financial Advisors History Reduced 9,361 881 1.81% 1.16% 639 -126 -1.33% Q4 2025 Jan 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 9,333 878 0.01% 0.01% 640 -889 -8.7% Q4 2025 Feb 12, 2026
Sachetta, LLC History Reduced 9,223 868 0.48% 0.61% 642 -8,137 -46.87% Q4 2025 Feb 02, 2026
Prosperity Consulting Group, LLC History No change 9,220 868 0.04% 0.04% 641 0 0.0% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 9,210 867 0.03% 0.03% 643 +400 4.54% Q4 2025 Feb 12, 2026
DAVENPORT & Co LLC History Added to 9,145 861 0.0% 0.0% 644 +6 0.07% Q4 2025 Jan 12, 2026
O'Brien Wealth Partners LLC History Reduced 9,119 858 0.11% 0.13% 646 -1,071 -10.51% Q4 2025 Jan 22, 2026
High Falls Advisors, Inc History Reduced 9,112 858 0.17% 0.19% 645 -670 -6.85% Q4 2025 Feb 18, 2026
Sovran Advisors, LLC History Added to 9,072 857 0.07% 0.07% 647 +166 1.86% Q4 2025 Jan 20, 2026
Fiduciary Group, LLC History No change 9,061 853 0.07% 0.08% 648 0 0.0% Q4 2025 Feb 12, 2026
Chatterton & Associates Inc. History New 9,040 851 0.73% — 649 +9,040 New Q4 2025 Jan 20, 2026
StrongBox Wealth, LLC History Added to 8,992 846 0.28% 0.28% 651 +150 1.7% Q4 2025 Jan 21, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 8,989 846 0.03% 0.03% 650 +58 0.65% Q4 2025 Jan 30, 2026
Trek Financial, LLC History Added to 8,970 844 0.05% 0.05% 652 +764 9.31% Q4 2025 Feb 04, 2026
Krilogy Financial LLC History Reduced 8,834 843 0.03% 0.03% 653 -243 -2.68% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Reduced 8,928 840 0.05% 0.05% 654 -284 -3.08% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Reduced 8,877 835 0.13% 0.36% 656 -15,385 -63.41% Q4 2025 Jan 08, 2026
Security Financial Services, INC. History Reduced 8,876 835 0.13% 0.14% 655 -47 -0.53% Q4 2025 Jan 27, 2026
FIRST TRUST ADVISORS LP History Reduced 8,758 824 0.0% 0.0% 657 -148 -1.66% Q4 2025 Feb 13, 2026
Schrum Private Wealth Management LLC History Reduced 8,735 822 0.61% 0.65% 658 -659 -7.02% Q4 2025 Feb 17, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 8,694 818 0.08% 0.08% 659 0 0.0% Q4 2025 Feb 06, 2026
Moran Wealth Management, LLC History New 8,683 817 0.03% — 661 +8,683 New Q4 2025 Jan 26, 2026
Sensible Money, LLC History Reduced 8,678 817 0.26% 0.29% 660 -161 -1.82% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Added to 8,669 816 0.0% 0.0% 662 +1,647 23.45% Q4 2025 Feb 02, 2026
Midwest Financial Group LLC History Added to 8,669 816 0.36% 0.39% 663 +15 0.17% Q4 2025 Jan 20, 2026
First Citizens Financial Corp History Reduced 8,637 813 0.4% 0.41% 664 -99 -1.13% Q4 2025 Jan 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 8,618 811 0.08% 0.1% 665 0 0.0% Q4 2025 Feb 13, 2026
LongView Wealth Management History Reduced 8,428 799 0.19% 0.26% 666 -1,695 -16.74% Q4 2025 Jan 13, 2026
Granite Bay Wealth Management, LLC History Added to 8,472 797 0.19% 0.17% 667 +1,652 24.22% Q4 2025 Feb 05, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 8,441 794 0.18% 0.19% 668 +12 0.14% Q4 2025 Jan 28, 2026
Financial Sense Advisors, Inc. History Added to 8,431 793 0.14% 0.14% 669 +25 0.3% Q4 2025 Feb 13, 2026
Brown Financial Advisory History No change 8,412 792 0.4% 0.42% 670 0 0.0% Q4 2025 Jan 29, 2026
Stonebrook Private Inc. History Added to 8,400 790 0.17% 0.17% 671 +345 4.28% Q4 2025 Feb 11, 2026
Tradewinds, LLC. History No change 8,375 788 0.19% 0.19% 672 0 0.0% Q4 2025 Feb 13, 2026
Bryant Woods Investment Advisors, LLC History Reduced 8,341 785 0.3% 0.31% 673 -55 -0.66% Q4 2025 Jan 23, 2026
Asset Dedication, LLC History Reduced 8,328 784 0.05% 0.05% 674 -161 -1.9% Q4 2025 Jan 26, 2026
Everhart Financial Group, Inc. History Added to 8,327 784 0.07% 0.08% 675 +28 0.34% Q4 2025 Jan 07, 2026
Advisors Capital Management, LLC History Added to 8,324 783 0.01% 0.0% 676 +5,729 220.77% Q4 2025 Jan 29, 2026
Richmond Investment Services, LLC History Reduced 8,290 780 0.13% 0.18% 677 -1,774 -17.63% Q4 2025 Feb 12, 2026
UPTICK PARTNERS, LLC History Reduced 8,253 777 0.17% 0.23% 678 -781 -8.65% Q4 2025 Feb 02, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 8,168 769 0.24% 0.33% 679 -104 -1.26% Q4 2025 Jan 08, 2026
PKS Advisory Services, LLC History Reduced 8,163 768 0.18% 0.2% 680 -1,961 -19.37% Q4 2025 Feb 02, 2026
BESSEMER GROUP INC History Reduced 8,136 766 0.0% 0.0% 681 -3,569 -30.49% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8,087 761 0.0% 0.0% 682 0 0.0% Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Reduced 7,978 756 0.02% 0.04% 684 -6,603 -45.28% Q4 2025 Jan 28, 2026
Apeiron RIA LLC History Reduced 7,988 756 0.15% 0.24% 685 -3,383 -29.75% Q4 2025 Feb 03, 2026
StoneX Group Inc. History Reduced 8,028 756 0.03% 0.04% 683 -456 -5.37% Q4 2025 Feb 12, 2026
Integrated Capital Management, LLC History Reduced 8,026 755 0.32% 0.34% 687 -47 -0.58% Q4 2025 Jan 26, 2026
AIMZ Investment Advisors, LLC History No change 8,024 755 0.22% 0.24% 686 0 0.0% Q4 2025 Feb 17, 2026
Brookwood Investment Group LLC History Added to 8,010 754 0.09% 0.1% 688 +148 1.88% Q4 2025 Jan 22, 2026
WFA of San Diego, LLC History Added to 7,999 753 0.55% 0.48% 689 +636 8.64% Q4 2025 Feb 17, 2026
Prasad Wealth Partners, LLC History Reduced 8,006 753 0.2% 0.22% 690 -290 -3.5% Q4 2025 Jan 27, 2026
Investment Partners Asset Management, Inc. History Added to 7,962 749 0.47% 0.49% 691 +157 2.01% Q4 2025 Jan 15, 2026
Beacon Financial Advisory LLC History Reduced 7,947 748 0.17% 0.22% 692 -2,030 -20.35% Q4 2025 Feb 17, 2026
MBE Wealth Management, LLC History Added to 7,918 745 0.31% 0.33% 693 +1 0.01% Q4 2025 Jan 21, 2026
Cassaday & Co Wealth Management LLC History No change 7,866 740 0.02% 0.02% 694 0 0.0% Q4 2025 Feb 03, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 7,843 738 0.02% 0.34% 695 -139,665 -94.68% Q4 2025 Jan 28, 2026
EdgeRock Capital LLC History No change 7,846 738 0.2% 0.21% 696 0 0.0% Q4 2025 Jan 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 7,837 737 0.06% 0.06% 697 +936 13.56% Q4 2025 Jan 27, 2026
Illumine Investment Management, LLC History No change 7,822 736 0.54% 0.53% 698 0 0.0% Q4 2025 Feb 09, 2026
Alta Wealth Advisors LLC History Added to 7,735 728 0.24% 0.26% 699 +220 2.93% Q4 2025 Feb 03, 2026
Greater Midwest Financial Group, LLC History Added to 7,711 726 0.41% 0.47% 700 +31 0.4% Q4 2025 Feb 17, 2026
Cypress Wealth Services, LLC History Reduced 7,635 718 0.1% 0.25% 702 -8,368 -52.29% Q4 2025 Jan 14, 2026
PDS Planning, Inc History Added to 7,627 718 0.05% 0.05% 701 +31 0.41% Q4 2025 Jan 26, 2026
Fifth Third Wealth Advisors LLC History Added to 7,616 717 0.03% 0.03% 703 +6 0.08% Q4 2025 Jan 15, 2026
LS Investment Advisors, LLC History Reduced 7,601 715 0.1% 0.1% 704 -214 -2.74% Q4 2025 Jan 26, 2026
JB Capital LLC History Added to 7,576 713 0.03% 0.03% 705 +537 7.63% Q4 2025 Jan 20, 2026
HORAN Wealth, LLC History Added to 7,559 711 0.11% 0.11% 706 +71 0.95% Q4 2025 Feb 04, 2026
Veery Capital, LLC History No change 7,534 709 0.22% 0.23% 707 0 0.0% Q4 2025 Jan 27, 2026
Intrua Financial, LLC History Reduced 7,520 708 0.07% 0.13% 708 -4,662 -38.27% Q4 2025 Feb 05, 2026
E&G Advisors, LP History Reduced 7,514 707 0.16% 0.17% 710 -200 -2.59% Q4 2025 Jan 23, 2026
CENTRAL TRUST Co History No change 7,514 707 0.01% 0.01% 709 0 0.0% Q4 2025 Feb 02, 2026
CLG LLC History Reduced 7,496 705 0.18% 0.22% 711 -1,155 -13.35% Q4 2025 Jan 15, 2026
Sterling Group Wealth Management, LLC History No change 7,485 704 0.34% 0.35% 712 0 0.0% Q4 2025 Jan 27, 2026
FRG Family Wealth Advisors LLC History Reduced 7,475 703 0.11% 0.13% 713 -810 -9.78% Q4 2025 Jan 21, 2026
BostonPremier Wealth LLC History Reduced 7,465 702 0.36% 0.4% 714 -970 -11.5% Q4 2025 Jan 13, 2026
JGP Wealth Management, LLC History New 7,450 701 0.07% — 715 +7,450 New Q4 2025 Jan 12, 2026
Twelve Points Wealth Management LLC History Reduced 7,408 701 0.16% 0.18% 716 -132 -1.75% Q4 2025 Jan 23, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 7,450 701 0.0% 0.0% 717 -2 -0.03% Q4 2025 Feb 11, 2026
United Advisor Group, LLC History Reduced 7,401 696 0.09% 0.11% 718 -1,022 -12.13% Q4 2025 Jan 26, 2026
Polaris Investment Advisors, LLC History New 7,375 694 0.5% — 719 +7,375 New Q4 2025 Jan 15, 2026
WBH ADVISORY INC History Reduced 7,361 693 0.05% 0.07% 720 -2,102 -22.21% Q4 2025 Jan 26, 2026
Midwest Trust Co History Added to 7,370 693 0.01% 0.01% 721 +523 7.64% Q4 2025 Feb 04, 2026
Post Resch Tallon Group Inc. History Added to 7,358 692 0.58% 0.61% 722 +100 1.38% Q4 2025 Jan 09, 2026
POTENTIA WEALTH History Reduced 7,330 690 0.25% 0.27% 723 -13 -0.18% Q4 2025 Feb 13, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 7,285 686 0.24% 0.25% 724 +46 0.64% Q4 2025 Jan 12, 2026
Avidian Wealth Enterprises, LLC History Added to 7,276 685 0.02% 0.03% 725 +98 1.37% Q4 2025 Feb 02, 2026
Quadrant Private Wealth Management, LLC History Reduced 7,270 684 0.11% 0.13% 726 -287 -3.8% Q4 2025 Jan 26, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 7,256 683 0.2% 0.2% 727 0 0.0% Q4 2025 Feb 12, 2026
Bouchey Financial Group Ltd History No change 7,193 677 0.05% 0.05% 728 0 0.0% Q4 2025 Jan 16, 2026
Sovereign Financial Group, Inc. History Reduced 7,149 673 0.12% 0.13% 729 -245 -3.31% Q4 2025 Jan 07, 2026
Stonehearth Capital Management, LLC History No change 7,141 672 0.25% 0.26% 730 0 0.0% Q4 2025 Jan 13, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 7,134 671 0.07% 0.07% 731 -243 -3.29% Q4 2025 Feb 02, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 7,094 667 0.21% 0.26% 732 -1,269 -15.17% Q4 2025 Jan 12, 2026
waypoint wealth counsel History Added to 7,049 663 0.24% 0.26% 733 +27 0.38% Q4 2025 Jan 28, 2026
Signal Advisors Wealth, LLC History Reduced 7,014 660 0.05% 0.09% 735 -3,699 -34.53% Q4 2025 Jan 13, 2026
Ewing Morris & Co. Investment Partners Ltd. History Added to 6,930 660 0.29% 0.24% 734 +930 15.5% Q4 2025 Feb 17, 2026
ONE Advisory Partners, LLC History Reduced 6,991 658 0.2% 0.23% 736 -849 -10.83% Q4 2025 Jan 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 6,963 655 0.01% 0.03% 737 -12,347 -63.94% Q4 2025 Feb 17, 2026
Heck Capital Advisors, LLC History Reduced 6,937 653 0.05% 0.05% 738 -391 -5.34% Q4 2025 Jan 16, 2026
Garde Capital, Inc. History Reduced 6,929 652 0.04% 0.03% 739 -353 -4.85% Q4 2025 Feb 10, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 6,881 647 0.03% 0.03% 740 +77 1.13% Q4 2025 Feb 10, 2026
W ADVISORS, LLC History Reduced 6,864 646 0.32% 0.39% 742 -851 -11.03% Q4 2025 Feb 13, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 6,871 646 0.09% 0.09% 741 -230 -3.24% Q4 2025 Jan 26, 2026
Aventus Investment Advisors, Inc. History Reduced 6,859 645 0.52% 0.56% 744 -58 -0.84% Q4 2025 Jan 14, 2026
Professional Financial Advisors, LLC History Added to 6,857 645 0.13% 0.14% 743 +20 0.29% Q4 2025 Jan 15, 2026
WESPAC Advisors SoCal, LLC History New 6,826 642 0.13% — 745 +6,826 New Q4 2025 Jan 07, 2026
Mission Creek Capital Partners, Inc. History New 6,793 639 0.13% — 746 +6,793 New Q4 2025 Feb 12, 2026
Yukon Wealth Management, Inc. History Reduced 6,715 638 0.37% 0.23% 747 -619 -8.44% Q4 2025 Feb 10, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 6,760 636 0.04% 0.04% 748 -525 -7.21% Q4 2025 Jan 21, 2026
LiftPoint Family Wealth Advisors LLC History New 6,749 635 0.54% — 751 +6,749 New Q4 2025 Feb 13, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 6,751 635 0.2% 0.06% 750 +4,011 146.39% Q4 2025 Feb 02, 2026
PATTEN & PATTEN INC/TN History Reduced 6,747 635 0.04% 0.04% 749 -25 -0.37% Q4 2025 Feb 03, 2026
Wealthspire Retirement, LLC History No change 6,743 634 0.04% 0.04% 752 0 0.0% Q4 2025 Feb 18, 2026
Cambria Investment Management, L.P. History New 6,671 628 0.04% — 753 +6,671 New Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 6,671 628 0.04% 0.04% 754 -764 -10.28% Q4 2025 Jan 30, 2026
Vertex Planning Partners, LLC History Reduced 6,559 617 0.14% 0.13% 755 -500 -7.08% Q4 2025 Feb 17, 2026
JT Stratford LLC History No change 6,532 615 0.08% 0.08% 756 0 0.0% Q4 2025 Feb 12, 2026
Austin Private Wealth, LLC History Added to 6,528 614 0.05% 0.04% 757 +699 11.99% Q4 2025 Jan 20, 2026
Stonebridge Financial Planning Group, LLC History No change 6,530 614 0.22% 0.23% 758 0 0.0% Q4 2025 Feb 05, 2026
Horizon Wealth Management, LLC History Added to 6,506 612 0.1% 0.09% 759 +25 0.39% Q4 2025 Feb 04, 2026
Belpointe Asset Management LLC History Added to 6,493 611 0.02% 0.02% 760 +123 1.93% Q4 2025 Jan 27, 2026
WADDELL & ASSOCIATES, LLC History No change 6,470 609 0.04% 0.05% 761 0 0.0% Q4 2025 Feb 11, 2026
Cornell Pochily Investment Advisors, Inc. History Added to 6,446 606 0.18% 0.18% 762 +10 0.16% Q4 2025 Jan 20, 2026
Radnor Capital Management, LLC History No change 6,434 605 0.09% 0.09% 763 0 0.0% Q4 2025 Feb 06, 2026
FF Advisors,LLC History Added to 6,424 604 0.27% 0.29% 764 +30 0.47% Q4 2025 Feb 13, 2026
Tennessee Valley Asset Management Partners History Added to 6,333 596 0.08% 0.08% 765 +368 6.17% Q4 2025 Feb 05, 2026
Clear Point Advisors Inc. History Reduced 6,321 595 0.46% 0.51% 766 -627 -9.02% Q4 2025 Feb 10, 2026
Exchange Bank History No change 6,300 593 0.41% 0.42% 767 0 0.0% Q4 2025 Jan 13, 2026
4J Wealth Management LLC History Reduced 6,275 590 0.34% 0.35% 768 -25 -0.4% Q4 2025 Jan 15, 2026
GatePass Capital, LLC History Reduced 6,249 588 0.3% 0.34% 769 -1 -0.02% Q4 2025 Feb 09, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 6,187 582 0.32% 0.27% 770 0 0.0% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History Added to 6,180 581 0.04% 0.04% 773 +13 0.21% Q4 2025 Feb 20, 2026
ASSOCIATED BANC-CORP History No change 6,175 581 0.01% 0.02% 771 0 0.0% Q4 2025 Feb 06, 2026
PARTHENON LLC History No change 6,174 581 0.06% 0.07% 772 0 0.0% Q4 2025 Jan 23, 2026
Meridian Wealth Management, LLC History Added to 6,143 578 0.02% 0.02% 774 +38 0.62% Q4 2025 Feb 04, 2026
PFG Private Wealth Management, LLC History New 6,119 576 0.25% — 777 +6,119 New Q4 2025 Jan 15, 2026
WEALTH ALLIANCE, LLC History Added to 6,122 576 0.06% 0.06% 776 +249 4.24% Q4 2025 Feb 13, 2026
Venturi Wealth Management, LLC History Added to 6,123 576 0.03% 0.03% 775 +1 0.02% Q4 2025 Jan 22, 2026
HEADINVEST, LLC History Reduced 6,111 575 0.11% 0.14% 778 -895 -12.77% Q4 2025 Feb 02, 2026
Relyea Zuckerberg Hanson LLC History Added to 6,076 572 0.06% 0.06% 779 +24 0.4% Q4 2025 Jan 20, 2026
UNITED BANK History No change 6,000 564 0.07% 0.07% 780 0 0.0% Q4 2025 Feb 13, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,981 563 0.02% 0.02% 781 0 0.0% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History No change 5,982 563 0.06% 0.07% 782 0 0.0% Q4 2025 Jan 12, 2026
WEBSTER BANK, N. A. History Reduced 5,978 562 0.05% 0.06% 783 -89 -1.47% Q4 2025 Jan 23, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 5,968 558 0.09% 0.1% 784 -195 -3.16% Q4 2025 Jan 08, 2026
LifeSteps Financial, Inc. History Reduced 5,923 557 0.36% 0.37% 786 -112 -1.86% Q4 2025 Jan 28, 2026
SFMG, LLC History Reduced 5,923 557 0.04% 0.04% 785 -62 -1.04% Q4 2025 Feb 10, 2026
GEM Asset Management, LLC History No change 5,866 552 0.25% 0.26% 787 0 0.0% Q4 2025 Jan 09, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 5,856 551 0.09% — 788 +5,856 New Q4 2025 Feb 12, 2026
Agate Pass Investment Management, LLC History No change 5,832 549 0.2% 0.21% 789 0 0.0% Q4 2025 Jan 08, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 5,822 548 0.46% 0.67% 790 -2,778 -32.3% Q4 2025 Jan 23, 2026
Eldridge Investment Advisors, Inc. History Added to 5,811 547 0.12% 0.12% 791 +100 1.75% Q4 2025 Feb 11, 2026
17 CAPITAL PARTNERS, LLC History New 5,807 546 0.28% — 793 +5,807 New Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Reduced 5,808 546 0.02% 0.02% 792 -440 -7.04% Q4 2025 Jan 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 5,770 543 0.43% — 795 +5,770 New Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Added to 5,768 543 0.01% 0.01% 794 +1,100 23.56% Q4 2025 Feb 04, 2026
DARA CAPITAL US, INC. History New 5,749 541 0.48% — 797 +5,749 New Q4 2025 Jan 23, 2026
Altus Wealth Group LLC History Reduced 5,751 541 0.22% 0.26% 796 -985 -14.62% Q4 2025 Feb 13, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 5,742 540 0.12% 0.14% 798 -225 -3.77% Q4 2025 Jan 06, 2026
RWA WEALTH PARTNERS, LLC History Added to 5,729 539 0.01% 0.01% 799 +323 5.97% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History New 5,707 537 0.0% — 800 +5,707 New Q4 2025 Jan 27, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 5,703 537 0.0% — 801 +5,703 New Q4 2025 Feb 05, 2026
Castle Rock Wealth Management, LLC History Reduced 5,679 537 0.12% 0.13% 802 -595 -9.48% Q4 2025 Feb 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 5,688 535 0.01% 0.0% 803 +2,540 80.69% Q4 2025 Feb 09, 2026
RFG Advisory, LLC History Added to 5,692 535 0.01% 0.01% 804 +2,420 73.96% Q4 2025 Feb 03, 2026
Concord Wealth Partners History Reduced 5,663 533 0.07% 0.08% 805 -211 -3.59% Q4 2025 Jan 29, 2026
Brady Martz Wealth Solutions, LLC History No change 5,664 533 0.09% 0.1% 806 0 0.0% Q4 2025 Jan 15, 2026
New Hampshire Trust History No change 5,645 531 0.1% 0.1% 807 0 0.0% Q4 2025 Jan 29, 2026
EQ LLC History Reduced 5,639 530 0.15% 0.2% 809 -504 -8.2% Q4 2025 Feb 10, 2026
FINANCIAL LIFE ADVISORS History Reduced 5,632 530 0.16% 0.18% 808 -251 -4.27% Q4 2025 Jan 30, 2026
Mainstream Capital Management LLC History Reduced 5,628 529 0.35% 0.4% 810 -630 -10.07% Q4 2025 Jan 21, 2026
Barnes Wealth Management Group, Inc History Reduced 5,629 529 0.28% 0.3% 811 -193 -3.32% Q4 2025 Feb 24, 2026
JFS WEALTH ADVISORS, LLC History Reduced 5,608 528 0.03% 0.04% 812 -1,118 -16.62% Q4 2025 Jan 14, 2026
Glenview Trust Co History Reduced 5,617 528 0.01% 0.01% 813 -175 -3.02% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History No change 5,610 528 0.19% 0.19% 814 0 0.0% Q4 2025 Jan 22, 2026
Keystone Financial Group, Inc. History Added to 5,607 527 0.28% 0.3% 815 +9 0.16% Q4 2025 Jan 16, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 5,592 526 0.09% 0.08% 816 +416 8.04% Q4 2025 Jan 28, 2026
Gallacher Capital Management LLC History Reduced 5,579 525 0.2% 0.21% 817 -22 -0.39% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 5,568 524 0.0% — 818 +5,568 New Q4 2025 Feb 13, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 5,565 524 0.24% 0.26% 819 -9 -0.16% Q4 2025 Jan 16, 2026
Higgins & Schmidt Wealth Strategies LLC History No change 5,568 524 0.25% 0.27% 820 0 0.0% Q4 2025 Jan 29, 2026
COFG Advisors, LLC History New 5,507 518 0.13% — 824 +5,507 New Q4 2025 Feb 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 5,507 518 0.1% 0.1% 822 +82 1.51% Q4 2025 Jan 28, 2026
WEALTHGARDEN F.S. LLC History Added to 5,427 518 0.34% 0.36% 823 +74 1.38% Q4 2025 Feb 11, 2026
WARNER FINANCIAL, INC History No change 5,501 518 0.18% 0.2% 821 0 0.0% Q4 2025 Jan 21, 2026
Harpswell Capital Advisors, LLC History New 5,500 517 0.41% — 825 +5,500 New Q4 2025 Feb 11, 2026
Centennial Advisors, LLC History New 5,479 515 0.67% — 827 +5,479 New Q4 2025 Jan 22, 2026
SHP Wealth Management History New 5,474 515 0.04% — 826 +5,474 New Q4 2025 Mar 04, 2026
FourThought Financial Partners, LLC History No change 5,441 512 0.04% 0.05% 828 0 0.0% Q4 2025 Feb 06, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 5,424 510 0.03% 0.03% 829 0 0.0% Q4 2025 Jan 09, 2026
Joel Adams & Associates, Inc. History Reduced 5,405 508 0.38% 0.43% 830 -214 -3.81% Q4 2025 Jan 27, 2026
Inspire Advisors, LLC History Added to 5,373 505 0.05% 0.04% 831 +622 13.09% Q4 2025 Feb 13, 2026
Patten Group, Inc. History Reduced 5,353 504 0.09% 0.11% 832 -533 -9.06% Q4 2025 Jan 23, 2026
Smith Partners Wealth Management, LLC History New 5,343 503 0.46% — 835 +5,343 New Q4 2025 Feb 13, 2026
Gibson Capital, LLC History Reduced 5,346 503 0.09% 0.1% 834 -533 -9.07% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,326 503 0.01% 0.01% 833 0 0.0% Q4 2025 Jan 26, 2026
Pinnacle Family Advisors, LLC History Reduced 5,334 502 0.22% 0.23% 837 -133 -2.43% Q4 2025 Feb 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 5,334 502 0.06% 0.06% 836 0 0.0% Q4 2025 Jan 22, 2026
Independent Advisor Alliance History Added to 5,274 496 0.01% 0.01% 838 +890 20.3% Q4 2025 Feb 04, 2026
Briggs Wealth Management, Inc History New 5,262 495 0.53% — 840 +5,262 New Q4 2025 Feb 19, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 5,267 495 0.08% 0.09% 839 -150 -2.77% Q4 2025 Feb 11, 2026
Kingsman Wealth Management, Inc. History Reduced 5,256 494 0.27% 0.3% 841 -478 -8.34% Q4 2025 Jan 22, 2026
Pathfinder Wealth Consulting, Inc. History New 5,246 493 0.31% — 842 +5,246 New Q4 2025 Feb 09, 2026
Galvin, Gaustad & Stein, LLC History New 5,230 492 0.04% — 843 +5,230 New Q4 2025 Jan 23, 2026
Old North State Trust, LLC History New 5,192 489 0.29% — 844 +5,192 New Q4 2025 Mar 24, 2026
Trust Co of the South History No change 5,195 489 0.08% 0.08% 845 0 0.0% Q4 2025 Jan 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 5,187 488 0.01% 0.01% 846 -13 -0.25% Q4 2025 Feb 10, 2026
Boreal Capital Management LLC History No change 5,177 487 0.37% 0.4% 847 0 0.0% Q4 2025 Feb 17, 2026
Sage Capital Advisors,llc History No change 5,168 486 0.12% 0.12% 848 0 0.0% Q4 2025 Jan 06, 2026
New Republic Capital, LLC History Reduced 5,149 484 0.13% 0.16% 850 -452 -8.07% Q4 2025 Feb 10, 2026
LCNB CORP History No change 5,150 484 0.16% 0.17% 849 0 0.0% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History Reduced 5,136 483 0.06% 0.07% 852 -491 -8.73% Q4 2025 Feb 12, 2026
FIFTH THIRD SECURITIES, INC. History Added to 5,135 483 0.03% 0.03% 851 +408 8.63% Q4 2025 Jan 23, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 5,137 483 0.11% 0.12% 853 +28 0.55% Q4 2025 Jan 09, 2026
Opulen Financial Group LLC History Added to 5,129 482 0.35% 0.37% 854 +9 0.18% Q4 2025 Feb 10, 2026
GUIDANCE CAPITAL, INC History Reduced 5,087 481 0.12% 0.15% 855 -1,139 -18.29% Q4 2025 Jan 23, 2026
Welch Group, LLC History New 5,104 480 0.02% — 856 +5,104 New Q4 2025 Jan 26, 2026
Larson Financial Group LLC History Added to 5,092 479 0.02% 0.02% 857 +17 0.33% Q4 2025 Feb 06, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 5,045 475 0.01% 0.01% 858 +278 5.83% Q4 2025 Feb 02, 2026
WESBANCO BANK INC History Reduced 5,013 472 0.01% 0.01% 859 -265 -5.02% Q4 2025 Feb 03, 2026
Balance Wealth, LLC History Reduced 5,004 471 0.15% 0.13% 862 -661 -11.67% Q4 2025 Jan 21, 2026
SHELTON CAPITAL MANAGEMENT History No change 5,004 471 0.01% 0.01% 860 0 0.0% Q4 2025 Feb 17, 2026
Berkeley, Inc History No change 5,012 471 0.15% 0.15% 861 0 0.0% Q4 2025 Jan 26, 2026
GREENLEAF TRUST History Reduced 5,001 470 0.0% 0.0% 863 -327 -6.14% Q4 2025 Jan 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 4,970 467 0.15% 0.34% 864 -719 -12.64% Q4 2025 Jan 22, 2026
Grandview Asset Management LLC History Reduced 4,943 465 0.13% 0.17% 865 -1,257 -20.27% Q4 2025 Jan 26, 2026
MANAGED ASSET PORTFOLIOS, LLC History New 4,918 463 0.06% — 866 +4,918 New Q4 2025 Jan 29, 2026
New World Advisors LLC History Added to 4,921 463 0.08% 0.08% 867 +385 8.49% Q4 2025 Feb 06, 2026
Columbus Macro, LLC History Reduced 4,889 460 0.05% 0.06% 868 -233 -4.55% Q4 2025 Jan 15, 2026
Moment Partners, LLC History Reduced 4,888 460 0.09% 0.09% 869 -200 -3.93% Q4 2025 Feb 10, 2026
First Bank & Trust History No change 4,883 459 0.07% 0.08% 870 0 0.0% Q4 2025 Jan 12, 2026
Worth Financial Advisory Group, LLC History Reduced 4,841 455 0.22% 0.27% 871 -200 -3.97% Q4 2025 Jan 16, 2026
PLANNING DIRECTIONS INC History Added to 4,822 454 0.23% 0.24% 872 +13 0.27% Q4 2025 Jan 21, 2026
Aerodigm Wealth, LLC History No change 4,817 453 0.16% 0.19% 873 0 0.0% Q4 2025 Feb 06, 2026
Institute for Wealth Management, LLC. History Reduced 4,797 451 0.05% 0.09% 874 -4,239 -46.91% Q4 2025 Jan 27, 2026
Vanguard Personalized Indexing Management, LLC History No change 4,781 450 0.0% 0.0% 875 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 4,774 449 0.0% — 876 +4,774 New Q4 2025 Feb 18, 2026
Stewardship Advisors, LLC History Added to 4,762 448 0.1% 0.1% 877 +190 4.16% Q4 2025 Jan 15, 2026
WealthPlan Investment Management, LLC History Reduced 4,703 442 0.03% 0.03% 878 -70 -1.47% Q4 2025 Feb 05, 2026
Enclave Advisors LLC History Reduced 4,685 441 0.06% 0.07% 880 -315 -6.3% Q4 2025 Jan 14, 2026
SAGE FINANCIAL GROUP INC History No change 4,690 441 0.03% 0.03% 879 0 0.0% Q4 2025 Jan 27, 2026
BAYBAN History New 4,677 440 0.39% — 882 +4,677 New Q4 2025 Mar 05, 2026
Federation des caisses Desjardins du Quebec History Reduced 4,675 440 0.0% 0.0% 881 -572 -10.9% Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History Reduced 4,670 439 0.02% 0.02% 883 -907 -16.26% Q4 2025 Jan 16, 2026
Venture Visionary Partners LLC History No change 4,668 439 0.01% 0.02% 884 0 0.0% Q4 2025 Feb 13, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 4,624 435 0.35% 0.36% 885 0 0.0% Q4 2025 Feb 10, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,611 434 0.01% 0.01% 886 -23 -0.5% Q4 2025 Jan 12, 2026
TCI Wealth Advisors, Inc. History No change 4,580 431 0.02% 0.03% 887 0 0.0% Q4 2025 Feb 02, 2026
Roxbury Financial LLC History Added to 4,565 429 0.38% 0.4% 888 +13 0.29% Q4 2025 Jan 05, 2026
Tempo Wealth, LLC History New 4,552 428 0.08% — 889 +4,552 New Q4 2025 Feb 25, 2026
AdvisorNet Financial, Inc History Reduced 4,537 427 0.02% 0.03% 890 -460 -9.21% Q4 2025 Jan 20, 2026
GAMMA Investing LLC History Added to 4,529 426 0.02% 0.01% 893 +2,000 79.08% Q4 2025 Jan 05, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 4,531 426 0.01% 0.01% 892 -298 -6.17% Q4 2025 Jan 23, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 4,525 426 0.02% 0.02% 891 0 0.0% Q4 2025 Feb 17, 2026
Joseph Group Capital Management History Reduced 4,515 425 0.11% 0.13% 894 -235 -4.95% Q4 2025 Jan 30, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 4,496 423 0.12% 0.13% 895 +160 3.69% Q4 2025 Jan 21, 2026
Latitude Advisors, LLC History Reduced 4,492 423 0.19% 0.2% 896 -20 -0.44% Q4 2025 Jan 27, 2026
Skyline Advisors, Inc. History Added to 4,473 421 0.14% 0.14% 897 +61 1.38% Q4 2025 Jan 12, 2026
AlphaStar Capital Management, LLC History Added to 4,468 420 0.03% 0.03% 898 +260 6.18% Q4 2025 Feb 02, 2026
MKT Advisors LLC History Added to 4,460 419 0.14% 0.16% 899 +10 0.22% Q4 2025 Jan 08, 2026
Smart Portfolios, LLC History Reduced 4,427 416 0.41% 0.41% 900 -37 -0.83% Q4 2025 Jan 30, 2026
FLAGSTAR ADVISORS INC History Added to 4,405 414 0.14% 0.13% 901 +22 0.5% Q4 2025 Jan 13, 2026
Atlas Brown,Inc. History Added to 4,373 411 0.12% 0.12% 902 +128 3.02% Q4 2025 Jan 09, 2026
Ledyard National Bank History Added to 4,353 409 0.04% 0.04% 903 +19 0.44% Q4 2025 Jan 21, 2026
OMNI 360 Wealth, Inc. History Reduced 4,296 406 0.21% 0.26% 904 -532 -11.02% Q4 2025 Jan 29, 2026
CAP Partners, LLC History Reduced 4,303 405 0.23% 0.24% 905 -107 -2.43% Q4 2025 Feb 04, 2026
Arete Wealth Advisors, LLC History Reduced 4,274 402 0.02% 0.03% 906 -659 -13.36% Q4 2025 Feb 13, 2026
Kelly Financial Services LLC History Reduced 4,273 402 0.1% 0.11% 907 -24 -0.56% Q4 2025 Jan 13, 2026
Legacy Trust History No change 4,265 401 0.08% 0.08% 908 0 0.0% Q4 2025 Jan 22, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 4,249 400 0.04% 0.04% 909 0 0.0% Q4 2025 Jan 30, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 4,235 398 0.18% 0.2% 910 -19 -0.45% Q4 2025 Feb 17, 2026
Balefire, LLC History Reduced 4,223 397 0.08% 0.08% 911 -33 -0.78% Q4 2025 Jan 12, 2026
EVERPAR ADVISORS LLC History Added to 4,169 392 0.15% 0.12% 913 +1,008 31.89% Q4 2025 Jan 07, 2026
Hobart Private Capital, LLC History Added to 4,173 392 0.08% 0.08% 912 +214 5.41% Q4 2025 Jan 27, 2026
Five Pine Wealth Management History Reduced 4,173 392 0.25% 0.27% 914 -28 -0.67% Q4 2025 Jan 21, 2026
WealthPLAN Partners, LLC History Added to 4,160 391 0.06% 0.06% 915 +105 2.59% Q4 2025 Feb 12, 2026
Golden Reserve Retirement LLC History New 4,143 390 0.07% — 917 +4,143 New Q4 2025 Jan 29, 2026
Stokes Family Office, LLC History Reduced 4,149 390 0.04% 0.04% 916 -573 -12.13% Q4 2025 Feb 18, 2026
Outlook Wealth Advisors, LLC History Reduced 4,114 387 0.09% 0.1% 918 -28 -0.68% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Added to 4,110 386 0.0% 0.0% 919 +40 0.98% Q4 2025 Feb 12, 2026
BEACON FINANCIAL GROUP History New 4,079 384 0.04% — 920 +4,079 New Q4 2025 Apr 01, 2026
SUMMIT WEALTH GROUP LLC / CO History New 4,046 380 0.05% — 921 +4,046 New Q4 2025 Feb 04, 2026
EVOLVE PRIVATE WEALTH, LLC History New 4,033 379 0.02% — 923 +4,033 New Q4 2025 Feb 17, 2026
Apex Wealth Management, LLC History Added to 4,022 379 0.38% 0.27% 922 +75 1.9% Q4 2025 Jan 26, 2026
Stone House Investment Management, LLC History Added to 4,022 378 0.06% 0.06% 925 +48 1.21% Q4 2025 Jan 21, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 4,016 378 0.17% 0.18% 926 +16 0.4% Q4 2025 Jan 28, 2026
McKinley Carter Wealth Services, Inc. History Added to 4,022 378 0.02% 0.02% 924 +4 0.1% Q4 2025 Feb 06, 2026
Ariadne Wealth Management, LP History No change 3,976 378 0.16% 0.17% 927 0 0.0% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History New 4,011 377 0.03% — 928 +4,011 New Q4 2025 Feb 13, 2026
Grove Bank & Trust History No change 4,000 376 0.04% 0.04% 929 0 0.0% Q4 2025 Jan 08, 2026
Blue Zone Wealth Advisors, LLC History Reduced 3,993 375 0.07% 0.08% 930 -86 -2.11% Q4 2025 Jan 21, 2026
GenTrust, LLC History No change 3,974 374 0.02% 0.02% 931 0 0.0% Q4 2025 Feb 02, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 3,963 373 0.11% 0.12% 932 +7 0.18% Q4 2025 Feb 10, 2026
Harbor Group, Inc. History New 3,937 370 0.06% — 933 +3,937 New Q4 2025 Jan 12, 2026
Stillwater Wealth Management Group History Reduced 3,935 370 0.25% 0.42% 934 -2,350 -37.39% Q4 2025 Jan 27, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 3,911 368 0.05% 0.05% 935 0 0.0% Q4 2025 Jan 14, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 3,900 367 0.06% 0.07% 936 0 0.0% Q4 2025 Jan 15, 2026
Obermeyer Wealth Partners History New 3,890 366 0.02% — 937 +3,890 New Q4 2025 Jan 29, 2026
Sterling Investment Counsel, LLC History Added to 3,938 366 0.1% 0.1% 938 +749 23.49% Q4 2025 Jan 27, 2026
KPP Advisory Services LLC History Reduced 3,876 364 0.05% 0.06% 939 -423 -9.84% Q4 2025 Feb 02, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 3,860 363 0.15% 0.16% 940 +63 1.66% Q4 2025 Feb 18, 2026
46 Peaks LLC History New 3,845 362 0.27% — 941 +3,845 New Q4 2025 Feb 26, 2026
INVESTED ADVISORS History New 3,844 361 0.37% — 942 +3,844 New Q4 2025 Jan 26, 2026
Register Financial Advisors LLC History Reduced 3,832 360 0.14% 0.16% 943 -426 -10.0% Q4 2025 Jan 21, 2026
Secure Asset Management, LLC History Reduced 3,796 357 0.06% 0.06% 944 -108 -2.77% Q4 2025 Jan 20, 2026
Value Investment Professionals, LLC History New 3,776 355 0.37% — 947 +3,776 New Q4 2025 Feb 11, 2026
SHAYNE & JACOBS, LLC History Reduced 3,780 355 0.11% 0.11% 946 -60 -1.56% Q4 2025 Jan 27, 2026
Destination Wealth Management History No change 3,774 355 0.01% 0.01% 945 0 0.0% Q4 2025 Feb 13, 2026
HANCOCK WHITNEY CORP History No change 3,764 354 0.01% 0.01% 948 0 0.0% Q4 2025 Feb 17, 2026
Triton Financial Group Inc History No change 3,753 353 0.23% 0.24% 949 0 0.0% Q4 2025 Feb 03, 2026
Chancellor Financial Group WB LP History Reduced 3,743 352 0.24% 0.26% 951 -188 -4.78% Q4 2025 Feb 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 3,744 352 0.01% 0.01% 950 +20 0.54% Q4 2025 Feb 12, 2026
1ST SOURCE BANK History New 3,724 350 0.02% — 952 +3,724 New Q4 2025 Feb 05, 2026
Fisher Asset Management, LLC History Added to 3,700 348 0.0% 0.0% 953 +349 10.41% Q4 2025 Feb 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 3,703 348 0.02% 0.03% 957 -146 -3.79% Q4 2025 Feb 12, 2026
SeaCrest Wealth Management, LLC History Reduced 3,700 348 0.04% 0.04% 955 -8 -0.22% Q4 2025 Jan 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 3,703 348 0.0% 0.0% 954 0 0.0% Q4 2025 Feb 09, 2026
Alan B Lancz & Associates, Inc. History No change 3,700 348 0.31% 0.32% 956 0 0.0% Q4 2025 Feb 06, 2026
Cascades Capital Asset Management, LLC History Reduced 3,687 347 0.15% 1.64% 958 -35,411 -90.57% Q4 2025 Feb 04, 2026
Beaumont Financial Advisors, LLC History Reduced 3,683 346 0.02% 0.02% 959 -198 -5.1% Q4 2025 Jan 16, 2026
Smithfield Trust Co History Reduced 3,678 345 0.02% 0.02% 960 -8 -0.22% Q4 2025 Feb 09, 2026
Fermata Advisors, LLC History Reduced 3,663 344 0.08% 0.09% 961 -79 -2.11% Q4 2025 Jan 08, 2026
Chris Bulman Inc History Added to 3,658 344 0.15% 0.17% 962 +73 2.04% Q4 2025 Jan 14, 2026
McElhenny Sheffield Capital Management, LLC History No change 3,653 343 0.08% 0.08% 963 0 0.0% Q4 2025 Jan 21, 2026
Rothschild Wealth LLC History Added to 3,638 342 0.03% 0.07% 964 +180 5.21% Q4 2025 Feb 17, 2026
Trademark Financial Management, LLC History Reduced 3,633 342 0.19% 0.21% 966 -155 -4.09% Q4 2025 Jan 28, 2026
Phillips Wealth Planners LLC History Reduced 3,629 342 0.27% 0.29% 965 -43 -1.17% Q4 2025 Feb 10, 2026
Harborfront Financial Group LLC History New 3,628 341 2.54% — 968 +3,628 New Q4 2025 Feb 17, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 3,632 341 0.07% 0.07% 967 0 0.0% Q4 2025 Feb 12, 2026
Pettinga Financial Advisors LLC History New 3,621 340 0.06% — 969 +3,621 New Q4 2025 Feb 12, 2026
Titiun Yejiel History New 3,605 339 0.41% — 971 +3,605 New Q4 2025 Apr 10, 2026
Aspect Partners, LLC History Reduced 3,609 339 0.15% 0.17% 970 -341 -8.63% Q4 2025 Jan 23, 2026
WASHINGTON TRUST Co History Reduced 3,584 337 0.01% 0.01% 972 -266 -6.91% Q4 2025 Feb 10, 2026
GREENWOOD GEARHART INC History No change 3,589 337 0.02% 0.02% 973 0 0.0% Q4 2025 Feb 04, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 3,589 337 0.02% 0.02% 974 0 0.0% Q4 2025 Feb 13, 2026
Symphony Financial, Ltd. Co. History No change 3,550 337 0.05% 0.04% 975 0 0.0% Q4 2025 Feb 11, 2026
Realta Investment Advisors History Added to 3,558 335 0.11% 0.09% 977 +750 26.71% Q4 2025 Jan 20, 2026
B. Riley Wealth Advisors, Inc. History Reduced 3,564 335 0.02% 0.02% 976 -294 -7.62% Q4 2025 Feb 17, 2026
TSA Wealth Managment LLC History Added to 3,561 335 0.11% 0.11% 978 +124 3.61% Q4 2025 Jan 22, 2026
Opus Financial Solutions LLC History New 3,556 334 0.32% — 980 +3,556 New Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Added to 3,556 334 0.01% 0.01% 979 +177 5.24% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 3,542 333 0.01% 0.01% 981 +8 0.23% Q4 2025 Feb 06, 2026
ZEVIN ASSET MANAGEMENT LLC History New 3,535 332 0.04% — 982 +3,535 New Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History Added to 3,522 331 0.07% 0.08% 983 +4 0.11% Q4 2025 Feb 11, 2026
Talisman Wealth Advisors LLC History Reduced 3,511 330 0.26% 0.33% 984 -735 -17.31% Q4 2025 Feb 20, 2026
IMG Wealth Management, Inc. History No change 3,474 327 0.21% 0.22% 985 0 0.0% Q4 2025 Feb 05, 2026
Banco Santander, S.A. History New 3,449 324 0.0% — 986 +3,449 New Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Added to 3,444 324 0.1% 0.1% 987 +92 2.74% Q4 2025 Jan 26, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 3,436 323 0.0% 0.0% 988 -12 -0.35% Q4 2025 Jan 22, 2026
Bedel Financial Consulting, Inc. History New 3,415 321 0.03% — 989 +3,415 New Q4 2025 Jan 28, 2026
Sageworth Trust Co of South Dakota History No change 3,400 320 0.26% 0.3% 990 0 0.0% Q4 2025 Jan 30, 2026
BOSTON FAMILY OFFICE LLC History Added to 3,389 319 0.02% 0.02% 991 +39 1.16% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 3,379 318 0.0% 0.01% 992 -758 -18.32% Q4 2025 Feb 05, 2026
Uniting Wealth Partners, LLC History Added to 3,382 318 0.1% 0.06% 994 +497 17.23% Q4 2025 Feb 13, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 3,373 318 0.22% 0.23% 993 0 0.0% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Added to 3,318 312 0.0% 0.0% 995 +244 7.94% Q4 2025 Feb 12, 2026
Revisor Wealth Management LLC History Reduced 3,273 310 0.08% 0.15% 996 -1,210 -26.99% Q4 2025 Jan 27, 2026
ASL Financial, LLC History New 3,287 309 0.24% — 999 +3,287 New Q4 2025 Jan 20, 2026
TRUE Private Wealth Advisors History Added to 3,286 309 0.03% 0.03% 998 +1 0.03% Q4 2025 Feb 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 3,284 309 0.07% 0.08% 997 0 0.0% Q4 2025 Jan 20, 2026
Foguth Wealth Management, LLC. History New 3,294 308 0.05% — 1001 +3,294 New Q4 2025 Jan 05, 2026
Connecticut Wealth Management, LLC History No change 3,276 308 0.01% 0.01% 1000 0 0.0% Q4 2025 Feb 12, 2026
FCA CORP /TX History Added to 3,263 307 0.09% 0.09% 1002 +5 0.15% Q4 2025 Feb 11, 2026
BCS Wealth Management History New 3,242 305 0.03% — 1003 +3,242 New Q4 2025 Jan 26, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 3,244 305 0.02% 0.01% 1004 +846 35.28% Q4 2025 Jan 20, 2026
WealthShield Partners, LLC History Reduced 3,238 304 0.03% 0.04% 1005 -110 -3.29% Q4 2025 Feb 03, 2026
Rockwood Wealth Management, LLC History Added to 3,207 301 0.02% 0.02% 1006 +159 5.22% Q4 2025 Jan 29, 2026
Accurate Wealth Management, LLC History Reduced 3,174 300 0.04% 0.04% 1007 -171 -5.11% Q4 2025 Jan 14, 2026
Bison Wealth, LLC History New 3,240 299 0.03% — 1008 +3,240 New Q4 2025 Mar 24, 2026
WESCAP Management Group, Inc. History No change 3,163 297 0.06% 0.06% 1009 0 0.0% Q4 2025 Feb 11, 2026
Winthrop Advisory Group LLC History Reduced 3,143 295 0.02% 0.03% 1011 -390 -11.04% Q4 2025 Jan 21, 2026
Betterment LLC History Added to 3,133 295 0.0% 0.0% 1010 +237 8.18% Q4 2025 Feb 12, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 3,123 294 0.13% 0.15% 1012 0 0.0% Q4 2025 Feb 10, 2026
OneAscent Wealth Management LLC History Reduced 3,109 292 0.1% 0.1% 1013 -19 -0.61% Q4 2025 Feb 11, 2026
Front Row Advisors LLC History No change 3,093 291 0.1% 0.1% 1014 0 0.0% Q4 2025 Feb 12, 2026
TSFG, LLC History Reduced 3,078 290 0.04% 0.06% 1016 -818 -21.0% Q4 2025 Feb 04, 2026
Balentine LLC History Added to 3,089 290 0.01% 0.01% 1015 +3 0.1% Q4 2025 Feb 02, 2026
Clearwater Capital Advisors, LLC History No change 3,075 289 0.02% 0.02% 1017 0 0.0% Q4 2025 Feb 09, 2026
Prostatis Group LLC History Reduced 3,069 288 0.07% 0.08% 1018 -309 -9.15% Q4 2025 Feb 17, 2026
Noble Wealth Management PBC History Reduced 3,054 287 0.14% 0.16% 1021 -76 -2.43% Q4 2025 Jan 05, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 3,050 287 0.01% 0.01% 1019 +1 0.03% Q4 2025 Jan 14, 2026
Fluent Financial, LLC History No change 3,051 287 0.11% 0.11% 1020 0 0.0% Q4 2025 Jan 14, 2026
Archer Investment Corp History Added to 3,040 286 0.06% 0.07% 1022 +1 0.03% Q4 2025 Jan 30, 2026
Capital Investment Advisors, LLC History Added to 3,031 285 0.0% 0.0% 1023 +212 7.52% Q4 2025 Jan 13, 2026
Marble Wealth, LLC History New 3,019 284 0.04% — 1026 +3,019 New Q4 2025 Feb 10, 2026
Intelligence Driven Advisers, LLC History Reduced 3,021 284 0.04% 0.04% 1025 -27 -0.89% Q4 2025 Jan 23, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,020 284 0.01% 0.01% 1024 0 0.0% Q4 2025 Feb 13, 2026
Lantz Financial LLC History Reduced 3,009 283 0.06% 0.06% 1028 -53 -1.73% Q4 2025 Jan 14, 2026
BURNS J W & CO INC/NY History Added to 3,009 283 0.03% 0.03% 1027 +9 0.3% Q4 2025 Jan 12, 2026
Rosenberg Matthew Hamilton History No change 3,006 283 0.06% 0.06% 1029 0 0.0% Q4 2025 Jan 05, 2026
SYM FINANCIAL Corp History Added to 2,977 280 0.03% 0.03% 1030 +68 2.34% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Reduced 1,894 280 0.02% 0.02% 1031 -1 -0.05% Q4 2025 Jan 23, 2026
Badgley Phelps Wealth Managers, LLC History Added to 2,973 279 0.01% 0.01% 1032 +273 10.11% Q4 2025 Jan 28, 2026
TFB Advisors LLC History Added to 2,968 279 0.08% 0.08% 1033 +36 1.23% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History New 2,943 277 0.0% — 1034 +2,943 New Q4 2025 Feb 17, 2026
LVZ, Inc. History No change 2,948 277 0.03% 0.03% 1035 0 0.0% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Reduced 2,929 276 0.01% 0.02% 1036 -195 -6.24% Q4 2025 Jan 21, 2026
Silver Grove Financial Group, Inc. History Reduced 2,938 276 0.24% 0.27% 1038 -84 -2.78% Q4 2025 Feb 17, 2026
Nautilus Advisors LLC History No change 2,935 276 0.18% 0.19% 1037 0 0.0% Q4 2025 Jan 22, 2026
Pine Harbor Wealth Management, LLC History New 2,911 274 0.08% — 1040 +2,911 New Q4 2025 Jan 20, 2026
Arcadia Wealth Management, LLC History Reduced 2,912 274 0.1% 0.12% 1039 -164 -5.33% Q4 2025 Feb 03, 2026
Successful Portfolios LLC History Reduced 2,892 273 0.14% 0.19% 1042 -512 -15.04% Q4 2025 Jan 23, 2026
Vision Capital Management, Inc. History No change 2,908 273 0.03% 0.03% 1041 0 0.0% Q4 2025 Jan 27, 2026
Wilmington Savings Fund Society, FSB History Added to 2,895 272 0.01% 0.01% 1043 +375 14.88% Q4 2025 Feb 12, 2026
Carl P. Sherr & Co., LLC History No change 2,865 272 0.12% 0.13% 1044 0 0.0% Q4 2025 Feb 09, 2026
Beacon Capital Management, LLC History Added to 2,862 269 0.04% 0.04% 1046 +120 4.38% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History No change 2,864 269 0.0% 0.0% 1045 0 0.0% Q4 2025 Feb 17, 2026
August Group Capital Ltd History New 2,847 268 0.3% — 1048 +2,847 New Q4 2025 Feb 12, 2026
Sandbox Financial Partners, LLC History Reduced 2,856 268 0.07% 0.08% 1047 -3 -0.1% Q4 2025 Jan 07, 2026
Clarity Financial LLC History No change 2,843 267 0.02% 0.03% 1049 0 0.0% Q4 2025 Jan 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 2,807 264 0.01% 0.02% 1050 -409 -12.72% Q4 2025 Jan 13, 2026
Grey Ledge Advisors, LLC History Added to 2,805 264 0.06% 0.06% 1051 +5 0.18% Q4 2025 Feb 05, 2026
Proficio Capital Partners LLC History No change 2,800 263 0.02% 0.02% 1052 0 0.0% Q4 2025 Feb 12, 2026
Rossby Financial, LCC History Added to 2,791 262 0.08% 0.0% 1053 +2,687 2583.65% Q4 2025 Feb 12, 2026
Concord Asset Management, LLC/VA History Reduced 2,779 261 0.05% 0.05% 1054 -1 -0.04% Q4 2025 Jan 29, 2026
Ridgeline Wealth, LLC History Reduced 2,763 260 0.18% 0.2% 1056 -125 -4.33% Q4 2025 Jan 08, 2026
Boston Trust Walden Corp History No change 2,767 260 0.0% 0.0% 1055 0 0.0% Q4 2025 Jan 28, 2026
Perissos Private Wealth Management, LLC History No change 2,765 260 0.22% 0.19% 1057 0 0.0% Q4 2025 Feb 09, 2026
Lifeworks Advisors, LLC History Reduced 2,760 259 0.03% 0.08% 1059 -3,499 -55.9% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Added to 2,752 259 0.01% 0.01% 1058 +165 6.38% Q4 2025 Jan 20, 2026
BDFS Capital LLC History New 2,750 258 0.13% — 1063 +2,750 New Q4 2025 Feb 26, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 2,742 258 0.03% 0.05% 1060 -1,866 -40.49% Q4 2025 Feb 03, 2026
CRUX WEALTH ADVISORS History Added to 2,743 258 0.1% 0.1% 1062 +11 0.4% Q4 2025 Jan 21, 2026
PGIM Custom Harvest LLC History Added to 2,748 258 0.0% 0.0% 1061 +1 0.04% Q4 2025 Feb 17, 2026
TFR Capital, LLC. History Reduced 2,731 257 0.09% 0.09% 1064 -256 -8.57% Q4 2025 Jan 27, 2026
PALISADE CAPITAL MANAGEMENT, LP History New 2,721 256 0.01% — 1065 +2,721 New Q4 2025 Feb 17, 2026
Optimist Retirement Group LLC History No change 2,712 255 0.12% 0.12% 1066 0 0.0% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Reduced 2,703 254 0.05% 0.0% 1067 -20 -0.73% Q4 2025 Mar 04, 2026
Wagner Wealth Management, LLC History No change 2,705 254 0.05% 0.06% 1068 0 0.0% Q4 2025 Jan 30, 2026
KICKSTAND VENTURES, LLC. History Reduced 2,697 253 0.05% 0.06% 1069 -22 -0.81% Q4 2025 Jan 29, 2026
Connecticut Capital Management Group, LLC History New 2,680 252 0.24% — 1073 +2,680 New Q4 2025 Feb 09, 2026
Harbour Capital Advisors, LLC History No change 2,700 252 0.05% 0.05% 1070 0 0.0% Q4 2025 Jan 07, 2026
InTrack Investment Management Inc History No change 2,681 252 0.14% 0.15% 1071 0 0.0% Q4 2025 Jan 14, 2026
HMV Wealth Advisors, LLC History No change 2,681 252 0.13% 0.14% 1072 0 0.0% Q4 2025 Jan 20, 2026
Continuum Advisory, LLC History Added to 2,674 251 0.03% 0.03% 1074 +1 0.04% Q4 2025 Feb 11, 2026
Fiduciary Alliance LLC History Reduced 2,659 250 0.02% 0.02% 1075 -140 -5.0% Q4 2025 Jan 22, 2026
Alpha Financial Partners, LLC History New 2,655 249 0.15% — 1076 +2,655 New Q4 2025 Feb 10, 2026
M3 Advisory Group, LLC History Added to 2,640 248 0.15% 0.16% 1078 +1 0.04% Q4 2025 Jan 16, 2026
Foster Victor Wealth Advisors, LLC History No change 2,632 248 0.01% 0.02% 1077 0 0.0% Q4 2025 Jan 26, 2026
Storen Legacy Partners, LLC History New 2,633 247 0.08% — 1079 +2,633 New Q4 2025 Mar 05, 2026
Kovitz Investment Group Partners, LLC History Reduced 2,592 244 0.01% 0.04% 1081 -113,515 -97.77% Q4 2025 Feb 20, 2026
Capital Advantage, Inc. History No change 2,595 244 0.03% 0.04% 1080 0 0.0% Q4 2025 Jan 07, 2026
PATTON FUND MANAGEMENT, INC. History No change 2,593 244 0.03% 0.04% 1082 0 0.0% Q4 2025 Jan 23, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 2,587 243 0.03% 0.03% 1083 -5 -0.19% Q4 2025 Feb 18, 2026
Clarity Capital Advisors, LLC History No change 2,583 243 0.12% 0.13% 1084 0 0.0% Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History New 2,570 242 0.03% — 1087 +2,570 New Q4 2025 Feb 13, 2026
United Community Bank History Reduced 2,575 242 0.09% 0.08% 1086 -175 -6.36% Q4 2025 Jan 30, 2026
Argent Trust Co History Reduced 2,578 242 0.01% 0.01% 1085 -55 -2.09% Q4 2025 Feb 10, 2026
Avalon Trust Co History Reduced 2,550 240 0.02% 0.04% 1088 -3,800 -59.84% Q4 2025 Feb 09, 2026
Mill Creek Capital Advisors, LLC History Added to 2,550 240 0.0% 0.0% 1089 +1 0.04% Q4 2025 Feb 13, 2026
FLP Wealth Management, LLC History New 5,555 239 0.56% — 1093 +5,555 New Q4 2025 Jan 20, 2026
VISTA INVESTMENT PARTNERS II, LLC History Reduced 2,539 239 0.1% 0.12% 1091 -238 -8.57% Q4 2025 Jan 22, 2026
Reyes Financial Architecture, Inc. History Reduced 2,539 239 0.15% 0.16% 1092 -14 -0.55% Q4 2025 Jan 26, 2026
NCM Capital Management, LLC History No change 2,539 239 0.09% 0.09% 1090 0 0.0% Q4 2025 Mar 02, 2026
Bridgewater Advisors Inc. History No change 2,530 238 0.02% 0.02% 1094 0 0.0% Q4 2025 Jan 23, 2026
CWS Financial Advisors, LLC History New 2,518 237 0.06% — 1096 +2,518 New Q4 2025 Feb 06, 2026
Thrive Wealth Management, LLC History Added to 2,526 237 0.03% 0.04% 1097 +20 0.8% Q4 2025 Jan 12, 2026
Commonwealth Financial Services, LLC History No change 2,526 237 0.04% 0.04% 1095 0 0.0% Q4 2025 Feb 06, 2026
Community Bank, N.A. History No change 2,500 235 0.03% 0.03% 1098 0 0.0% Q4 2025 Feb 04, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 2,482 233 0.02% 0.03% 1099 +19 0.77% Q4 2025 Feb 09, 2026
Balboa Wealth Partners History No change 2,482 233 0.04% 0.04% 1100 0 0.0% Q4 2025 Jan 16, 2026
HBW ADVISORY SERVICES LLC History Reduced 2,473 232 0.03% 0.03% 1101 -6 -0.24% Q4 2025 Jan 23, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 2,461 231 0.02% 0.02% 1102 +70 2.93% Q4 2025 Jan 23, 2026
Trueblood Wealth Management, LLC History Added to 2,461 231 0.09% 0.09% 1103 +10 0.41% Q4 2025 Jan 21, 2026
Chesley Taft & Associates LLC History New 2,450 230 0.01% — 1104 +2,450 New Q4 2025 Jan 14, 2026
McAdam, LLC History Reduced 2,451 230 0.01% 0.01% 1105 -677 -21.64% Q4 2025 Feb 13, 2026
Integrity Financial Corp /WA History Reduced 2,443 230 0.12% 0.13% 1108 -354 -12.66% Q4 2025 Feb 13, 2026
Insight Advisors, LLC/ PA History Reduced 2,444 230 0.03% 0.04% 1107 -254 -9.41% Q4 2025 Feb 11, 2026
JIM SAULNIER & ASSOCIATES, LLC History Added to 2,443 230 0.12% 0.13% 1109 +4 0.16% Q4 2025 Jan 29, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 2,443 230 0.15% 0.15% 1110 +3 0.12% Q4 2025 Feb 10, 2026
Global Strategic Investment Solutions, LLC History No change 2,447 230 0.02% 0.02% 1106 0 0.0% Q4 2025 Jan 29, 2026
Westside Investment Management, Inc. History Reduced 2,438 229 0.04% 0.04% 1113 -15 -0.61% Q4 2025 Jan 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 2,442 229 0.01% 0.02% 1111 0 0.0% Q4 2025 Feb 05, 2026
S&T BANK/PA History No change 2,442 229 0.07% 0.07% 1112 0 0.0% Q4 2025 Feb 13, 2026
Carson Advisory Inc. History Added to 2,427 228 0.12% 0.12% 1115 +54 2.28% Q4 2025 Feb 12, 2026
Horst & Graben Wealth Management LLC History Added to 2,432 228 0.03% 0.04% 1114 +1 0.04% Q4 2025 Jan 27, 2026
Clearview Wealth Advisors LLC History Reduced 2,421 227 0.14% 0.17% 1116 -336 -12.19% Q4 2025 Feb 17, 2026
Integrity Advisory Solutions, LLC History Reduced 2,414 227 0.03% 0.04% 1118 -174 -6.72% Q4 2025 Feb 09, 2026
MSH Capital Advisors LLC History Added to 2,411 227 0.05% 0.06% 1117 +14 0.58% Q4 2025 Feb 09, 2026
Kingdom Financial Group LLC. History New 2,408 226 0.07% — 1121 +2,408 New Q4 2025 Feb 06, 2026
MOODY LYNN & LIEBERSON, LLC History No change 2,407 226 0.01% 0.01% 1119 0 0.0% Q4 2025 Jan 15, 2026
Vermillion & White Wealth Management Group, LLC History No change 2,404 226 0.12% 0.13% 1120 0 0.0% Q4 2025 Feb 18, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 2,390 225 0.15% 0.22% 1122 -756 -24.03% Q4 2025 Feb 17, 2026
Sonoma Allocations LLC History Added to 2,366 225 0.07% 0.08% 1123 +10 0.42% Q4 2025 Feb 23, 2026
FIRST NATIONAL TRUST CO History New 2,385 224 0.01% — 1124 +2,385 New Q4 2025 Feb 09, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 2,372 223 0.0% 0.0% 1125 0 0.0% Q4 2025 Jan 13, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 2,359 222 0.0% 0.0% 1126 -516 -17.95% Q4 2025 Feb 17, 2026
Breakwater Capital Group History Added to 2,352 221 0.03% 0.03% 1130 +173 7.94% Q4 2025 Jan 09, 2026
TD ASSET MANAGEMENT INC History Added to 2,354 221 0.0% 0.0% 1127 +172 7.88% Q4 2025 Feb 10, 2026
Cypress Capital Group History No change 2,355 221 0.02% 0.03% 1128 0 0.0% Q4 2025 Feb 11, 2026
MMA ASSET MANAGEMENT LLC History No change 2,351 221 0.08% 0.07% 1129 0 0.0% Q4 2025 Feb 03, 2026
LEGACY SOLUTIONS, LLC History No change 2,349 221 0.19% 0.2% 1131 0 0.0% Q4 2025 Jan 14, 2026
Frederick Financial Consultants, LLC History No change 2,350 221 0.12% 0.13% 1132 0 0.0% Q4 2025 Feb 10, 2026
LEUTHOLD GROUP, LLC History Reduced 2,338 220 0.02% 0.02% 1133 -45 -1.89% Q4 2025 Feb 05, 2026
Morey & Quinn Wealth Partners, LLC History No change 2,347 220 0.16% 0.16% 1134 0 0.0% Q4 2025 Jan 27, 2026
WPG Advisers, LLC History Added to 2,313 217 0.16% 0.17% 1136 +39 1.72% Q4 2025 Jan 28, 2026
MTM Investment Management, LLC History No change 2,311 217 0.07% 0.07% 1135 0 0.0% Q4 2025 Feb 09, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 2,301 216 0.1% 0.13% 1137 -450 -16.36% Q4 2025 Feb 05, 2026
Kelman-Lazarov, Inc. History No change 2,301 216 0.03% 0.03% 1138 0 0.0% Q4 2025 Jan 26, 2026
Modera Wealth Management, LLC History Reduced 2,293 215 0.0% 0.0% 1139 -543 -19.15% Q4 2025 Jan 21, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 2,266 213 0.08% 1.07% 1141 -24,058 -91.39% Q4 2025 Feb 12, 2026
HBK Sorce Advisory LLC History New 2,225 213 0.0% — 1140 +2,225 New Q4 2025 Feb 09, 2026
Shared Vision Wealth Group LLC History Reduced 2,227 212 0.09% 0.09% 1142 -132 -5.6% Q4 2025 Feb 11, 2026
Greenwich Wealth Management LLC History New 2,240 211 0.01% — 1143 +2,240 New Q4 2025 Feb 10, 2026
Magnus Financial Group LLC History New 2,239 210 0.02% — 1145 +2,239 New Q4 2025 Jan 07, 2026
Archford Capital Strategies, LLC History No change 2,237 210 0.02% 0.03% 1144 0 0.0% Q4 2025 Jan 15, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 2,220 209 0.01% 0.01% 1146 -657 -22.84% Q4 2025 Feb 10, 2026
Landing Point Financial Group, LLC History Added to 2,222 209 0.1% 0.11% 1147 +1 0.05% Q4 2025 Feb 11, 2026
Unified Investment Management History Added to 2,228 209 0.21% 0.21% 1148 +1 0.04% Q4 2025 Feb 09, 2026
Davis Wealth Advisors, LLC History New 2,217 208 0.17% — 1150 +2,217 New Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Reduced 2,218 208 0.03% 0.06% 1149 -1,520 -40.66% Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Reduced 2,203 207 0.0% 0.0% 1151 -1,704 -43.61% Q4 2025 Feb 10, 2026
Charter Oak Capital Management, LLC History Reduced 2,199 207 0.02% 0.02% 1152 -29 -1.3% Q4 2025 Jan 23, 2026
Plus Group Wealth Advisors LLC History New 2,189 206 0.23% — 1156 +2,189 New Q4 2025 Feb 05, 2026
Glen Eagle Advisors, LLC History Added to 2,192 206 0.03% 0.03% 1155 +1 0.05% Q4 2025 Feb 13, 2026
COOPER/HAIMS ADVISORS, LLC History No change 2,194 206 0.09% 0.1% 1153 0 0.0% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History No change 2,195 206 0.02% 0.02% 1154 0 0.0% Q4 2025 Jan 28, 2026
Cadence Bank History Reduced 2,184 205 0.01% 0.01% 1157 -138 -5.94% Q4 2025 Jan 30, 2026
Kraft, Davis & Associates, LLC History Reduced 2,175 205 0.05% 0.05% 1158 -16 -0.73% Q4 2025 Jan 14, 2026
Pacific Point Advisors, LLC History New 2,169 204 0.11% — 1160 +2,169 New Q4 2025 Jan 21, 2026
PURSUE WEALTH PARTNERS LLC History New 2,165 204 0.1% — 1159 +2,165 New Q4 2025 Jan 26, 2026
Scott & Selber, Inc. History Added to 2,160 203 0.05% 0.05% 1161 +1 0.05% Q4 2025 Jan 09, 2026
Crew Capital Management, Ltd History No change 2,166 203 0.13% 0.14% 1162 0 0.0% Q4 2025 Jan 16, 2026
Wedmont Private Capital History Added to 2,152 202 0.01% 0.01% 1164 +30 1.41% Q4 2025 Jan 08, 2026
Tortoise Investment Management, LLC History No change 2,147 202 0.02% 0.02% 1163 0 0.0% Q4 2025 Feb 06, 2026
QTR Family Wealth, LLC History New 2,096 201 0.09% — 1166 +2,096 New Q4 2025 Feb 13, 2026
Gryphon Financial Partners LLC History Reduced 2,137 201 0.02% 0.02% 1165 -111 -4.94% Q4 2025 Jan 08, 2026
Retirement Wealth Solutions LLC History Added to 2,125 200 0.13% 0.11% 1168 +286 15.55% Q4 2025 Jan 07, 2026
Baker Ellis Asset Management LLC History No change 2,125 200 0.02% 0.02% 1167 0 0.0% Q4 2025 Jan 21, 2026
American Wealth Advisors, LLC History Reduced 2,097 197 0.19% 0.2% 1169 -32 -1.5% Q4 2025 Jan 26, 2026
Providence Capital Advisors, LLC History No change 2,072 195 0.03% 0.03% 1170 0 0.0% Q4 2025 Feb 12, 2026
Lodestone Wealth Management LLC History New 2,051 193 0.08% — 1171 +2,051 New Q4 2025 Jan 15, 2026
Anchor Investment Management, LLC History Added to 1,991 187 0.02% 0.02% 1172 +4 0.2% Q4 2025 Feb 26, 2026
BLUELINE ADVISORS LLC History New 1,981 186 0.15% — 1173 +1,981 New Q4 2025 Feb 10, 2026
Lloyd Advisory Services, LLC. History New 1,937 182 0.07% — 1174 +1,937 New Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Added to 1,900 180 0.03% 0.03% 1175 +47 2.54% Q4 2025 Feb 02, 2026
Atlantic Private Wealth, LLC History No change 1,912 180 0.12% 0.12% 1176 0 0.0% Q4 2025 Feb 11, 2026
FSA Advisors, Inc. History New 51,958 176 0.12% — 1177 +51,958 New Q4 2025 Feb 02, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 1,848 174 0.06% 0.06% 1178 0 0.0% Q4 2025 Jan 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,844 173 0.01% 0.01% 1179 0 0.0% Q4 2025 Feb 10, 2026
Key FInancial Inc History Added to 1,809 170 0.03% 0.03% 1180 +44 2.49% Q4 2025 Feb 09, 2026
Millstone Evans Group, LLC History Added to 1,782 167 0.1% 0.1% 1181 +106 6.32% Q4 2025 Feb 02, 2026
Founders Financial Alliance, LLC History Reduced 1,763 166 0.03% 0.06% 1182 -1,603 -47.62% Q4 2025 Feb 12, 2026
Signature Resources Capital Management, LLC History Added to 1,676 157 0.08% 0.07% 1183 +305 22.25% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 1,630 153 0.04% 0.06% 1184 +141 9.47% Q4 2025 Feb 09, 2026
Caldwell Trust Co History No change 1,595 150 0.01% 0.01% 1185 0 0.0% Q4 2025 Jan 30, 2026
Citizens National Bank Trust Department History No change 1,591 149 0.03% 0.03% 1186 0 0.0% Q4 2025 Jan 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,529 144 0.0% 0.0% 1187 0 0.0% Q4 2025 Feb 13, 2026
Team Financial Group, LLC History Added to 1,522 143 0.06% 0.07% 1188 +6 0.4% Q4 2025 Jan 13, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,488 140 0.01% 0.01% 1189 0 0.0% Q4 2025 Feb 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,468 138 0.05% 0.01% 1190 +1,386 1690.24% Q4 2025 Jan 20, 2026
RED REEF ADVISORS LLC History New 1,437 135 0.14% — 1191 +1,437 New Q4 2025 Apr 08, 2026
WOLFF WIESE MAGANA LLC History No change 1,430 134 0.07% 0.08% 1192 0 0.0% Q4 2025 Jan 14, 2026
Financial Perspectives, Inc History Added to 1,415 133 0.04% 0.03% 1193 +184 14.95% Q4 2025 Jan 28, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 1,403 132 0.04% 0.04% 1194 -165 -10.52% Q4 2025 Jan 23, 2026
VALLEY WEALTH MANAGERS, INC. History No change 1,404 132 0.01% 0.01% 1195 0 0.0% Q4 2025 Feb 04, 2026
Bangor Savings Bank History No change 1,397 131 0.01% 0.01% 1196 0 0.0% Q4 2025 Jan 16, 2026
Parkside Financial Bank & Trust History No change 1,399 131 0.01% 0.01% 1197 0 0.0% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 1,365 128 0.01% 0.01% 1198 -20 -1.44% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History No change 1,348 126 0.04% 0.04% 1199 0 0.0% Q4 2025 Jan 13, 2026
Washington Trust Advisors, Inc. History No change 1,300 122 0.01% 0.01% 1200 0 0.0% Q4 2025 Feb 03, 2026
Coston, McIsaac & Partners History No change 1,293 121 0.03% 0.03% 1201 0 0.0% Q4 2025 Feb 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,265 119 0.01% 0.01% 1202 0 0.0% Q4 2025 Jan 07, 2026
ORG Wealth Partners, LLC History Added to 1,233 116 0.03% 0.02% 1203 +48 4.05% Q4 2025 Jan 14, 2026
Root Financial Partners, LLC History Reduced 1,197 112 0.01% 0.01% 1204 -22 -1.8% Q4 2025 Feb 10, 2026
American Capital Advisory, LLC History Added to 1,127 106 0.05% 0.04% 1205 +178 18.76% Q4 2025 Jan 30, 2026
First Pacific Financial History Added to 1,078 101 0.01% 0.01% 1207 +5 0.47% Q4 2025 Jan 16, 2026
JNBA Financial Advisors History No change 1,082 101 0.01% 0.01% 1206 0 0.0% Q4 2025 Jan 26, 2026
TRUST CO OF TOLEDO NA /OH/ History New 1,051 98 0.01% — 1208 +1,051 New Q4 2025 Jan 20, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 1,033 97 0.01% 0.0% 1209 +816 376.04% Q4 2025 Feb 09, 2026
Dunhill Financial, LLC History Reduced 1,032 97 0.02% 0.03% 1210 -50 -4.62% Q4 2025 Jan 29, 2026
Manchester Capital Management LLC History New 1,011 95 0.01% — 1213 +1,011 New Q4 2025 Feb 11, 2026
ST GERMAIN D J CO INC History Reduced 1,012 95 0.0% 0.0% 1212 -36 -3.44% Q4 2025 Jan 29, 2026
HAZLETT, BURT & WATSON, INC. History Added to 1,009 95 0.03% 0.03% 1211 +1 0.1% Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 998 94 0.0% 0.0% 1214 +308 44.64% Q4 2025 Feb 09, 2026
MCF Advisors LLC History Added to 993 93 0.01% 0.0% 1215 +681 218.27% Q4 2025 Feb 11, 2026
Merited Wealth, LLC History New 949 89 0.08% — 1216 +949 New Q4 2025 Mar 26, 2026
Estate Planners Group, LLC History New 931 87 0.04% — 1217 +931 New Q4 2025 Apr 07, 2026
Atlantic Union Bankshares Corp History Reduced 895 84 0.0% 0.0% 1218 -25 -2.72% Q4 2025 Feb 04, 2026
Birchwood Financial Partners, Inc. History New 883 83 0.08% — 1220 +883 New Q4 2025 Feb 19, 2026
Private Wealth Asset Management, LLC History No change 885 83 0.01% 0.01% 1219 0 0.0% Q4 2025 Feb 10, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 839 79 0.02% 0.02% 1221 -175 -17.26% Q4 2025 Jan 23, 2026
Jackson Hole Capital Partners, LLC History No change 834 78 0.01% 0.01% 1222 0 0.0% Q4 2025 Jan 30, 2026
Corsicana & Co. History No change 835 78 0.04% 0.04% 1223 0 0.0% Q4 2025 Jan 07, 2026
Family Capital Trust Co History Reduced 820 77 0.03% 2.16% 1224 -67,111 -98.79% Q4 2025 Jan 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 821 77 0.01% 0.01% 1225 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Bancorp, Inc. History New 805 75 0.02% — 1226 +805 New Q4 2025 Jan 22, 2026
DUNCKER STREETT & CO INC History No change 767 72 0.01% 0.01% 1227 0 0.0% Q4 2025 Jan 27, 2026
CrossGen Wealth, LLC History New 746 70 0.06% — 1229 +746 New Q4 2025 Feb 19, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 748 70 0.0% 0.0% 1228 -225 -23.12% Q4 2025 Jan 07, 2026
UNION SAVINGS BANK History New 740 69 0.03% — 1230 +740 New Q4 2025 Mar 06, 2026
Westfuller Advisors, LLC History Added to 740 69 0.03% 0.03% 1231 +3 0.41% Q4 2025 Jan 21, 2026
Arlington Trust Co LLC History Reduced 728 68 0.01% 0.03% 1233 -800 -52.36% Q4 2025 Jan 30, 2026
Avion Wealth History Added to 726 68 0.01% 0.01% 1232 +422 138.82% Q4 2025 Jan 23, 2026
Orion Capital Management LLC History No change 700 65 0.02% 0.02% 1234 0 0.0% Q4 2025 Feb 03, 2026
Tidemark, LLC History No change 680 64 0.02% 0.02% 1235 0 0.0% Q4 2025 Feb 10, 2026
Strategic Wealth Advisors LLC History New 670 63 0.05% — 1236 +670 New Q4 2025 Feb 03, 2026
Aventura Private Wealth, LLC History No change 664 62 0.02% 0.02% 1237 0 0.0% Q4 2025 Jan 07, 2026
OPTIMA CAPITAL LLC History New 641 60 0.03% — 1238 +641 New Q4 2025 Jan 23, 2026
Comprehensive Financial Planning, Inc./PA History Added to 631 59 0.04% 0.04% 1239 +1 0.16% Q4 2025 Feb 11, 2026
BankPlus Trust Department History No change 630 59 0.02% 0.02% 1240 0 0.0% Q4 2025 Jan 27, 2026
Laurel Wealth Advisors LLC History New 615 57 0.01% — 1241 +615 New Q4 2025 Jan 30, 2026
Hyposwiss Advisors SA History New 600 56 0.05% — 1243 +600 New Q4 2025 Feb 17, 2026
ESL Trust Services, LLC History No change 595 56 0.01% 0.01% 1242 0 0.0% Q4 2025 Feb 10, 2026
Minot DeBlois Advisors LLC History Reduced 565 53 0.05% 0.1% 1244 -593 -51.21% Q4 2025 Feb 13, 2026
CURIO WEALTH, LLC History No change 545 51 0.02% 0.02% 1245 0 0.0% Q4 2025 Feb 11, 2026
YANKCOM Partnership History New 541 50 0.02% — 1246 +541 New Q4 2025 Jan 20, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 529 49 0.02% 0.02% 1247 0 0.0% Q4 2025 Jan 30, 2026
Steigerwald, Gordon & Koch Inc. History Added to 512 48 0.0% 0.0% 1248 +2 0.39% Q4 2025 Jan 23, 2026
SIMPLEX TRADING, LLC History Reduced 502 47 0.0% 0.0% 1250 -2,461 -83.06% Q4 2025 Feb 11, 2026
Measured Wealth Private Client Group, LLC History New 501 47 0.01% — 1251 +501 New Q4 2025 Feb 10, 2026
Triumph Capital Management History New 500 47 0.01% — 1252 +500 New Q4 2025 Feb 12, 2026
Plante Moran Financial Advisors, LLC History Added to 506 47 0.0% 0.0% 1249 +197 63.75% Q4 2025 Feb 05, 2026
Compass Financial Services Inc History Added to 491 46 0.02% 0.02% 1254 +2 0.41% Q4 2025 Feb 27, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 491 46 0.0% 0.0% 1253 0 0.0% Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 472 44 0.02% — 1256 +472 New Q4 2025 Feb 17, 2026
CNB Bank History No change 471 44 0.02% 0.02% 1255 0 0.0% Q4 2025 Feb 11, 2026
BOK Financial Private Wealth, Inc. History No change 450 42 0.0% 0.0% 1257 0 0.0% Q4 2025 Feb 06, 2026
VALLEY NATIONAL ADVISERS INC History No change 438 41 0.01% 0.01% 1258 0 0.0% Q4 2025 Jan 23, 2026
Luken Investment Analytics, LLC History No change 425 40 0.02% 0.02% 1259 0 0.0% Q4 2025 Feb 03, 2026
BFSG, LLC History No change 423 39 0.0% 0.0% 1260 0 0.0% Q4 2025 Jan 22, 2026
Crews Bank & Trust History No change 420 39 0.01% 0.01% 1261 0 0.0% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Added to 401 37 0.0% 0.0% 1262 +1 0.25% Q4 2025 Jan 16, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 385 36 0.02% 0.02% 1266 +75 24.19% Q4 2025 Feb 02, 2026
HOWE & RUSLING INC History Added to 389 36 0.0% 0.0% 1263 +41 11.78% Q4 2025 Feb 17, 2026
Global Wealth Strategies & Associates History No change 388 36 0.01% 0.01% 1264 0 0.0% Q4 2025 Jan 02, 2026
JDM Financial Group LLC History No change 383 36 0.01% 0.02% 1265 0 0.0% Q4 2025 Feb 02, 2026
ENTRUST FINANCIAL LLC History New 374 35 0.03% — 1269 +374 New Q4 2025 Feb 06, 2026
Missouri Trust & Investment Co History No change 373 35 0.01% 0.01% 1267 0 0.0% Q4 2025 Feb 13, 2026
Beaird Harris Wealth Management, LLC History No change 373 35 0.0% 0.0% 1268 0 0.0% Q4 2025 Feb 23, 2026
Newton One Investments LLC History Reduced 368 34 0.01% 0.02% 1270 -238 -39.27% Q4 2025 Jan 23, 2026
Commonwealth Retirement Investments LLC History New 360 33 0.01% — 1272 +360 New Q4 2025 Feb 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 359 33 0.0% 0.0% 1271 0 0.0% Q4 2025 Feb 12, 2026
Eagle Bay Advisors LLC History New 347 32 0.02% — 1274 +347 New Q4 2025 Jan 23, 2026
Garton & Associates Financial Advisors LLC History New 345 32 0.02% — 1276 +345 New Q4 2025 Feb 18, 2026
Horrell Capital Management, Inc. History No change 340 32 0.01% 0.01% 1273 0 0.0% Q4 2025 Feb 03, 2026
Valued Wealth Advisors LLC History No change 340 32 0.01% 0.01% 1275 0 0.0% Q4 2025 Jan 30, 2026
Abound Wealth Management History Added to 333 31 0.01% 0.0% 1279 +271 437.1% Q4 2025 Jan 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 334 31 0.01% 0.01% 1277 0 0.0% Q4 2025 Feb 12, 2026
Operose Advisors LLC History No change 331 31 0.01% 0.01% 1278 0 0.0% Q4 2025 Feb 10, 2026
Ankerstar Wealth, LLC History New 325 30 0.03% — 1280 +325 New Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History No change 318 29 0.0% 0.0% 1281 0 0.0% Q4 2025 Feb 03, 2026
FIRST HORIZON CORP History Reduced 305 28 0.0% 0.0% 1282 -492 -61.73% Q4 2025 Jan 27, 2026
Elevated Capital Advisors, LLC History New 306 28 0.01% — 1283 +306 New Q4 2025 Jan 27, 2026
VSM Wealth Advisory, LLC History No change 303 28 0.01% 0.01% 1284 0 0.0% Q4 2025 Feb 06, 2026
Center for Financial Planning, Inc. History No change 293 27 0.0% 0.0% 1285 0 0.0% Q4 2025 Feb 05, 2026
Investors Research Corp History New 271 25 0.0% — 1287 +271 New Q4 2025 Jan 06, 2026
McIlrath & Eck, LLC History No change 274 25 0.0% 0.0% 1286 0 0.0% Q4 2025 Feb 03, 2026
Frankly Finances, LLC History New 262 24 0.02% — 1290 +262 New Q4 2025 Jan 26, 2026
LRI Investments, LLC History Reduced 257 24 0.0% 0.0% 1289 -67 -20.68% Q4 2025 Feb 04, 2026
Centennial Bank/AR/ History No change 258 24 0.01% 0.01% 1288 0 0.0% Q4 2025 Feb 17, 2026
Key Capital Management, INC History New 245 23 0.02% — 1291 +245 New Q4 2025 Jan 26, 2026
Bogart Wealth, LLC History Added to 235 22 0.0% 0.0% 1292 +32 15.76% Q4 2025 Jan 30, 2026
Fairway Wealth LLC History New 229 21 0.01% — 1297 +229 New Q4 2025 Jan 28, 2026
Nemes Rush Group LLC History New 225 21 0.0% — 1296 +225 New Q4 2025 Feb 11, 2026
Legacy Wealth Managment, LLC/ID History Added to 227 21 0.01% 0.0% 1298 +203 845.83% Q4 2025 Feb 03, 2026
Ameritas Investment Partners, Inc. History Added to 230 21 0.0% 0.0% 1293 +1 0.44% Q4 2025 Feb 11, 2026
Moisand Fitzgerald Tamayo, LLC History No change 225 21 0.0% 0.0% 1294 0 0.0% Q4 2025 Jan 14, 2026
Kozak & Associates, Inc. History No change 223 21 0.0% 0.0% 1295 0 0.0% Q4 2025 Jan 12, 2026
Raleigh Capital Management Inc. History Reduced 214 20 0.01% 0.01% 1300 -18 -7.76% Q4 2025 Jan 21, 2026
SITTNER & NELSON, LLC History No change 216 20 0.01% 0.01% 1299 0 0.0% Q4 2025 Feb 11, 2026
GPS Wealth Strategies Group, LLC History Reduced 196 18 0.02% 0.35% 1301 -34,958 -99.44% Q4 2025 Feb 06, 2026
Quest 10 Wealth Builders, Inc. History Reduced 181 17 0.02% 0.02% 1304 -8 -4.23% Q4 2025 Jan 29, 2026
ACIMA PRIVATE WEALTH, LLC History No change 188 17 0.01% 0.01% 1302 0 0.0% Q4 2025 Jan 15, 2026
Caitlin John, LLC History No change 189 17 0.01% 0.01% 1303 0 0.0% Q4 2025 Feb 18, 2026
Murphy & Mullick Capital Management Corp History No change 184 17 0.01% 0.01% 1305 0 0.0% Q4 2025 Feb 10, 2026
Wilkerson Advisory Group LLC History New 176 16 0.01% — 1309 +176 New Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 170 16 0.01% — 1310 +170 New Q4 2025 Feb 10, 2026
Heritage Wealth Advisors History No change 180 16 0.0% 0.0% 1306 0 0.0% Q4 2025 Feb 13, 2026
Crewe Advisors LLC History No change 171 16 0.0% 0.0% 1307 0 0.0% Q4 2025 Jan 16, 2026
Prestige Wealth Management Group LLC History No change 172 16 0.0% 0.0% 1308 0 0.0% Q4 2025 Feb 11, 2026
Copia Wealth Management History No change 163 15 0.01% 0.01% 1311 0 0.0% Q4 2025 Feb 06, 2026
IMA Advisory Services, Inc. History No change 149 14 0.0% 0.0% 1312 0 0.0% Q4 2025 Feb 11, 2026
Newbridge Financial Services Group, Inc. History No change 156 14 0.0% 0.0% 1313 0 0.0% Q4 2025 Jan 21, 2026
AMERIFLEX GROUP, INC. History Reduced 142 13 0.01% 0.01% 1317 -142 -50.0% Q4 2025 Feb 18, 2026
Cape Investment Advisory, Inc. History Added to 148 13 0.0% 0.0% 1314 +112 311.11% Q4 2025 Feb 17, 2026
Wealth Watch Advisors, INC History Added to 144 13 0.0% 0.0% 1315 +32 28.57% Q4 2025 Feb 17, 2026
Alexis Investment Partners, LLC History No change 142 13 0.0% 0.0% 1316 0 0.0% Q4 2025 Jan 29, 2026
New Millennium Group LLC History No change 137 12 0.01% 0.01% 1318 0 0.0% Q4 2025 Feb 06, 2026
OBSIDIAN CIO, LLC History Reduced 122 11 0.02% 0.07% 1321 -5,454 -97.81% Q4 2025 Feb 18, 2026
Garner Asset Management Corp History New 120 11 0.0% — 1319 +120 New Q4 2025 Feb 03, 2026
Quent Capital, LLC History Added to 117 11 0.0% 0.0% 1322 +27 30.0% Q4 2025 Jan 29, 2026
Financial Gravity Asset Management, Inc. History Reduced 126 11 0.0% 0.0% 1320 -26 -17.11% Q4 2025 Feb 13, 2026
Security National Bank History New 100 9 0.0% — 1323 +100 New Q4 2025 Feb 05, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 106 9 0.0% 0.0% 1324 -78 -42.39% Q4 2025 Feb 10, 2026
IFC & Insurance Marketing, Inc. History New 90 8 0.01% — 1328 +90 New Q4 2025 Feb 12, 2026
MidFirst Bank History New 87 8 0.0% — 1327 +87 New Q4 2025 Feb 25, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 85 8 0.0% 0.0% 1325 0 0.0% Q4 2025 Feb 03, 2026
Collier Financial History No change 89 8 0.01% 0.01% 1326 0 0.0% Q4 2025 Feb 12, 2026
CITY HOLDING CO History No change 81 7 0.0% 0.0% 1329 0 0.0% Q4 2025 Jan 22, 2026
EASTERN BANK History Reduced 66 6 0.0% 0.0% 1330 -300 -81.97% Q4 2025 Jan 14, 2026
FINANCIAL CONSULATE, INC History New 67 6 0.0% — 1331 +67 New Q4 2025 Jan 22, 2026
Vermillion Wealth Management, Inc. History Added to 67 6 0.0% 0.0% 1332 +1 1.52% Q4 2025 Feb 11, 2026
CGC Financial Services, LLC History No change 68 6 0.0% 0.0% 1333 0 0.0% Q4 2025 Feb 03, 2026
Strive Financial Group ,LLC History New 57 5 0.0% — 1334 +57 New Q4 2025 Feb 18, 2026
Bay Harbor Wealth Management, LLC History New 47 4 0.0% — 1337 +47 New Q4 2025 Feb 02, 2026
VIRTUS ADVISERS, LLC History Added to 45 4 0.0% 0.0% 1335 +9 25.0% Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History No change 45 4 0.0% 0.0% 1336 0 0.0% Q4 2025 Jan 22, 2026
Provenance Wealth Advisors, LLC History No change 51 4 0.0% 0.0% 1338 0 0.0% Q4 2025 Jan 26, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 35 3 0.0% 0.0% 1341 -124 -77.99% Q4 2025 Feb 12, 2026
NorthAvenue LLC History New 41 3 0.0% — 1343 +41 New Q4 2025 Apr 02, 2026
COUNTRY TRUST BANK History No change 36 3 0.0% 0.0% 1339 0 0.0% Q4 2025 Jan 21, 2026
MOTCO History No change 38 3 0.0% 0.0% 1340 0 0.0% Q4 2025 Feb 06, 2026
Central Pacific Bank - Trust Division History No change 40 3 0.0% 0.0% 1342 0 0.0% Q4 2025 Jan 07, 2026
ATWOOD & PALMER INC History New 31 2 0.0% — 1344 +31 New Q4 2025 Jan 28, 2026
Planning Project LLC History New 29 2 0.0% — 1347 +29 New Q4 2025 Feb 12, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 22 2 0.0% 0.0% 1345 0 0.0% Q4 2025 Feb 17, 2026
1620 INVESTMENT ADVISORS, INC. History No change 30 2 0.0% 0.0% 1346 0 0.0% Q4 2025 Feb 05, 2026
MCGUIRE CAPITAL ADVISORS INC History New 21 1 0.0% — 1353 +21 New Q4 2025 Feb 19, 2026
Networth Advisors, LLC History New 13 1 0.0% — 1352 +13 New Q4 2025 Jan 22, 2026
Park Square Financial Group, LLC History Added to 18 1 0.01% 0.0% 1351 +2 12.5% Q4 2025 Feb 05, 2026
Transamerica Financial Advisors, LLC History Reduced 11 1 0.0% 0.0% 1349 -1 -8.33% Q4 2025 Feb 13, 2026
PITTENGER & ANDERSON INC History No change 17 1 0.0% 0.0% 1348 0 0.0% Q4 2025 Feb 02, 2026
N.E.W. Advisory Services LLC History No change 11 1 0.0% 0.0% 1350 0 0.0% Q4 2025 Jan 28, 2026
Junto Capital Management LP History Closed out 0 0 — 1.74% — -894,548 -100.0% Q3 2025 Nov 14, 2025
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 — 0.04% — -306,619 -100.0% Q3 2025 Nov 14, 2025
SPRENG CAPITAL MANAGEMENT, INC. History Closed out 0 0 — 2.84% — -74,812 -100.0% Q3 2025 Oct 22, 2025
Ball & Co Wealth Management Inc. History Closed out 0 0 — 4.52% — -71,424 -100.0% Q3 2025 Oct 24, 2025
ALTFEST L J & CO INC History Closed out 0 0 — 0.67% — -62,933 -100.0% Q3 2025 Oct 21, 2025
Forefront Wealth Partners, LLC History Closed out 0 0 — 1.09% — -45,630 -100.0% Q3 2025 Oct 20, 2025
Forefront Analytics, LLC History Closed out 0 0 — 4.14% — -45,153 -100.0% Q3 2025 Nov 21, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -23,100 -100.0% Q3 2025 Nov 13, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.17% — -21,263 -100.0% Q3 2025 Oct 15, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.03% — -14,657 -100.0% Q3 2025 Oct 14, 2025
Retireful, LLC History Closed out 0 0 — 1.22% — -13,250 -100.0% Q3 2025 Oct 17, 2025
Empire Life Investments Inc. History Closed out 0 0 — 0.07% — -12,400 -100.0% Q3 2025 Nov 12, 2025
J HAGAN CAPITAL, INC. History Closed out 0 0 — 0.71% — -12,302 -100.0% Q3 2025 Nov 13, 2025
Oregon Pacific Wealth Management, LLC History Closed out 0 0 — 0.91% — -11,019 -100.0% Q3 2025 Oct 22, 2025
Independence Asset Advisors, LLC History Closed out 0 0 — 0.42% — -10,336 -100.0% Q3 2025 Nov 03, 2025
MEITAV INVESTMENT HOUSE LTD History Closed out 0 0 — 0.01% — -9,652 -100.0% Q3 2025 Oct 29, 2025
WIN ADVISORS, INC History Closed out 0 0 — 0.44% — -9,450 -100.0% Q3 2025 Nov 04, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.1% — -8,531 -100.0% Q3 2025 Nov 12, 2025
Crossmark Global Holdings, Inc. History Closed out 0 0 — 0.01% — -8,405 -100.0% Q3 2025 Nov 12, 2025
KM Capital Management Ltd. History Closed out 0 0 — 0.27% — -6,110 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.01% — -4,385 -100.0% Q3 2025 Nov 12, 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.0% — -3,571 -100.0% Q3 2025 Nov 10, 2025
IPG Investment Advisors LLC History Closed out 0 0 — 0.06% — -3,441 -100.0% Q3 2025 Nov 13, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.04% — -3,366 -100.0% Q3 2025 Oct 27, 2025
Erickson Financial Group, LLC History Closed out 0 0 — 0.16% — -2,734 -100.0% Q3 2025 Oct 28, 2025
Aspire Private Capital, LLC History Closed out 0 0 — 0.05% — -2,618 -100.0% Q3 2025 Nov 19, 2025
Mach-1 Financial Group, LLC History Closed out 0 0 — 0.04% — -2,588 -100.0% Q3 2025 Nov 12, 2025
SYON CAPITAL LLC History Closed out 0 0 — 0.01% — -2,578 -100.0% Q3 2025 Nov 07, 2025
Chokshi & Queen Wealth Advisors, Inc History Closed out 0 0 — 0.13% — -2,564 -100.0% Q3 2025 Oct 23, 2025
Bryn Mawr Trust Advisors, LLC History Closed out 0 0 — 0.01% — -2,539 -100.0% Q3 2025 Nov 04, 2025
BSW Wealth Partners History Closed out 0 0 — 0.03% — -2,522 -100.0% Q3 2025 Oct 15, 2025
Platform Technology Partners History Closed out 0 0 — 0.06% — -2,500 -100.0% Q3 2025 Oct 29, 2025
J. Goldman & Co LP History Closed out 0 0 — 0.01% — -2,483 -100.0% Q3 2025 Nov 14, 2025
Advocacy Wealth Management, LLC History Closed out 0 0 — 0.01% — -2,472 -100.0% Q3 2025 Nov 14, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.03% — -2,442 -100.0% Q3 2025 Nov 13, 2025
Baker Avenue Asset Management, LP History Closed out 0 0 — 0.01% — -2,416 -100.0% Q3 2025 Oct 31, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.1% — -2,355 -100.0% Q3 2025 Oct 28, 2025
BRIDGES INVESTMENT MANAGEMENT INC History Closed out 0 0 — 0.0% — -2,345 -100.0% Q3 2025 Nov 04, 2025
LVM CAPITAL MANAGEMENT LTD/MI History Closed out 0 0 — 0.02% — -2,280 -100.0% Q3 2025 Oct 09, 2025
Wealth Quarterback LLC History Closed out 0 0 — 0.08% — -2,212 -100.0% Q3 2025 Oct 20, 2025
WORLD EQUITY GROUP, INC. History Closed out 0 0 — 0.05% — -2,209 -100.0% Q3 2025 Oct 24, 2025
Global Assets Advisory, LLC History Closed out 0 0 — 0.06% — -2,204 -100.0% Q3 2025 Oct 31, 2025
Ipsen Advisor Group LLC History Closed out 0 0 — 0.15% — -2,187 -100.0% Q3 2025 Nov 06, 2025
ALLIUM FINANCIAL ADVISORS, LLC History Closed out 0 0 — 0.17% — -2,155 -100.0% Q3 2025 Nov 14, 2025
APPLETON PARTNERS INC/MA History Closed out 0 0 — 0.01% — -2,134 -100.0% Q3 2025 Nov 05, 2025
Straight Path Wealth Management History Closed out 0 0 — 0.05% — -2,130 -100.0% Q3 2025 Nov 03, 2025
Capital Group Private Client Services, Inc. History Closed out 0 0 — 0.0% — -2,105 -100.0% Q3 2025 Nov 13, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.01% — -1,760 -100.0% Q3 2025 Nov 13, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.01% — -1,200 -100.0% Q3 2025 Oct 06, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.07% — -1,197 -100.0% Q3 2025 Oct 15, 2025
POM Investment Strategies, LLC History Closed out 0 0 — 0.05% — -1,000 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 — 0.03% — -956 -100.0% Q3 2025 Nov 07, 2025
Graney & King, LLC History Closed out 0 0 — 0.06% — -865 -100.0% Q3 2025 Nov 13, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.02% — -818 -100.0% Q3 2025 Oct 21, 2025
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -788 -100.0% Q3 2025 Oct 31, 2025
EPG Wealth Management LLC History Closed out 0 0 — 0.01% — -539 -100.0% Q3 2025 Nov 03, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.06% — -484 -100.0% Q3 2025 Nov 07, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.09% — -470 -100.0% Q3 2025 Nov 17, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -365 -100.0% Q3 2025 Oct 29, 2025
Rice Partnership, LLC History Closed out 0 0 — 0.0% — -243 -100.0% Q3 2025 Nov 10, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.01% — -224 -100.0% Q3 2025 Nov 07, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.0% — -164 -100.0% Q3 2025 Nov 14, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.01% — -164 -100.0% Q3 2025 Oct 07, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.01% — -145 -100.0% Q3 2025 Nov 06, 2025
RMG Wealth Management LLC History Closed out 0 0 — 0.0% — -132 -100.0% Q3 2025 Oct 30, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.0% — -83 -100.0% Q3 2025 Jan 12, 2026
GODSEY & GIBB, INC History Closed out 0 0 — 0.0% — -80 -100.0% Q3 2025 Oct 24, 2025
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2025 Oct 31, 2025
Goodman Advisory Group, LLC History Closed out 0 0 — 0.0% — -47 -100.0% Q3 2025 Nov 13, 2025
Financial Life Planners History Closed out 0 0 — 0.0% — -43 -100.0% Q3 2025 Nov 13, 2025
Dogwood Wealth Management LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2025 Nov 12, 2025
Tripletail Wealth Management, LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Oct 20, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -17 -100.0% Q3 2025 Nov 14, 2025
NVWM, LLC History New 8 0 — — — +8 New Q4 2025 Jan 20, 2026
Smallwood Wealth Investment Management, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2025 Oct 17, 2025
Cloud Capital Management, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2025 Nov 03, 2025
HighMark Wealth Management LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Oct 20, 2025
Scarborough Advisors, LLC History No change 742 0 — — — 0 0.0% Q4 2025 Feb 17, 2026
Creative Capital Management Investments LLC History No change 6 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Turning Point Benefit Group, Inc. History No change 5 0 — — — 0 0.0% Q4 2025 Jan 30, 2026