VANGUARD INDEX FUNDS - VBR

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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
BANK OF AMERICA CORP /DE/ History Added to 15,999,348 3,388,501 0.25% 0.22% 1 +560,544 3.63% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 4,379,433 927,520 1.89% 1.91% 2 +113,412 2.66% Q4 2025 Jan 23, 2026
MORGAN STANLEY History Reduced 3,772,834 799,048 0.05% 0.05% 3 -58,046 -1.52% Q4 2025 Feb 13, 2026
Betterment LLC History Reduced 3,019,666 639,535 1.22% 1.28% 4 -80,400 -2.59% Q4 2025 Feb 12, 2026
Align Financial, LLC History New 459,936 459,936 0.27% — 5 +459,936 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,710,386 362,242 0.07% 0.07% 6 -66,256 -3.73% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Added to 1,620,708 343,249 9.86% 9.75% 7 +93,408 6.12% Q4 2025 Jan 20, 2026
SEI INVESTMENTS CO History Added to 1,492,797 316,163 0.31% 0.33% 8 +40,536 2.79% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 1,438,715 304,705 0.08% 0.09% 9 +8,609 0.6% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 1,391,151 294,631 0.05% 0.05% 10 -57,980 -4.0% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,347,287 285,341 0.08% 0.1% 11 -312,587 -18.83% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,236,013 261,775 0.5% 0.52% 12 +11,525 0.94% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,133,246 240,010 0.26% 0.26% 13 +62,346 5.82% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,054,552 223,343 0.07% 0.06% 14 +103,253 10.85% Q4 2025 Feb 18, 2026
Focus Partners Wealth History Added to 849,534 179,914 0.21% 0.19% 15 +297,074 53.77% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 845,509 179,070 0.11% 0.13% 16 -60,997 -6.73% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 825,195 174,768 0.1% 0.1% 17 +1,369 0.17% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 822,944 174,291 0.71% — 18 +822,944 New Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Reduced 811,935 171,959 0.19% 0.19% 19 -3,263 -0.4% Q4 2025 Feb 06, 2026
CHOREO, LLC History Added to 800,045 171,153 2.18% 2.15% 20 +14,156 1.8% Q4 2025 Jan 23, 2026
JPMORGAN CHASE & CO History Added to 748,345 158,492 0.01% 0.01% 21 +21,114 2.9% Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 741,951 157,138 0.38% 0.43% 22 -113,547 -13.27% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Reduced 713,304 151,057 0.03% 0.03% 23 -13,365 -1.84% Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History Reduced 634,982 134,482 1.38% 1.34% 24 -2,329 -0.37% Q4 2025 Jan 13, 2026
OSAIC HOLDINGS, INC. History Reduced 609,009 129,168 0.19% 0.26% 25 -276,445 -31.22% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 585,914 124,090 0.17% 0.16% 26 -3,472 -0.59% Q4 2025 Feb 12, 2026
Efficient Advisors, LLC History Reduced 567,985 120,293 7.02% 7.24% 27 -47,437 -7.71% Q4 2025 Jan 21, 2026
RWA WEALTH PARTNERS, LLC History Added to 496,724 105,201 1.15% 1.15% 28 +12,873 2.66% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 486,145 102,960 0.02% — 29 +486,145 New Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Added to 483,233 102,343 2.09% 2.07% 30 +692 0.14% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 474,832 100,564 0.18% 0.18% 31 +23,206 5.14% Q4 2025 Mar 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 455,082 100,122 0.14% 0.15% 32 -5,822 -1.26% Q4 2025 Jan 08, 2026
Mariner, LLC History Added to 471,283 99,825 0.12% 0.12% 33 +10,966 2.38% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 468,700 99,265 0.75% 0.75% 34 +19,316 4.3% Q4 2025 Feb 12, 2026
Retirement Investment Advisors, Inc. History Added to 393,715 83,384 6.72% 6.7% 35 +7,668 1.99% Q4 2025 Jan 21, 2026
JMG Financial Group, Ltd. History Reduced 388,085 82,192 2.31% 2.35% 36 -6,743 -1.71% Q4 2025 Feb 10, 2026
Retirement Systems of Alabama History No change 382,480 81,005 0.26% 0.27% 37 0 0.0% Q4 2025 Jan 15, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 381,201 80,734 5.39% 5.32% 38 +2,676 0.71% Q4 2025 Jan 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 366,780 77,680 0.05% 0.05% 39 -788 -0.21% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 357,653 75,751 0.07% 0.06% 40 +18,250 5.38% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 349,503 74,021 0.03% 0.03% 41 +3 0.0% Q4 2025 Feb 12, 2026
Modera Wealth Management, LLC History Reduced 347,369 73,569 0.85% 0.87% 42 -11,074 -3.09% Q4 2025 Jan 21, 2026
Corient Private Wealth LLC History Added to 342,596 71,983 0.1% 0.11% 43 +19,981 6.19% Q4 2025 Mar 09, 2026
Mokosak Advisory Group, LLC History Added to 323,418 68,500 17.19% 16.91% 44 +13,692 4.42% Q4 2025 Feb 03, 2026
Rodgers & Associates, LTD History Added to 319,068 67,575 6.84% 6.76% 45 +4,652 1.48% Q4 2025 Jan 22, 2026
GOLDMAN SACHS GROUP INC History Added to 316,670 67,067 0.01% 0.01% 46 +198 0.06% Q4 2025 Mar 25, 2026
Creative Planning History Added to 312,049 66,088 0.05% 0.05% 47 +4,833 1.57% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 308,452 65,327 0.39% 0.52% 48 -41,249 -11.8% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 308,069 65,245 0.27% 0.27% 49 +10,646 3.58% Q4 2025 Feb 17, 2026
1832 Asset Management L.P. History Reduced 301,566 63,868 0.05% 0.05% 50 -990 -0.33% Q4 2025 Feb 13, 2026
Bragg Financial Advisors, Inc History Added to 295,284 62,538 2.04% 2.03% 51 +1,237 0.42% Q4 2025 Feb 13, 2026
Mason Investment Advisory Services, Inc. History Added to 285,194 60,401 2.87% 2.93% 52 +3,710 1.32% Q4 2025 Feb 12, 2026
Financial Advisory Corp History Added to 284,736 60,304 8.77% 8.69% 53 +1,978 0.7% Q4 2025 Jan 27, 2026
Savant Capital, LLC History Reduced 281,708 59,663 0.34% 0.38% 54 -18,165 -6.06% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Reduced 267,844 56,726 0.71% 0.71% 55 -553 -0.21% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Added to 266,186 56,376 0.08% 0.09% 56 +10,552 4.13% Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 263,467 55,799 1.76% 1.82% 57 -4,189 -1.57% Q4 2025 Jan 30, 2026
WIT, LLC History No change 250,167 52,982 1.06% 1.18% 58 0 0.0% Q4 2025 Feb 17, 2026
BAILARD, INC. History Added to 249,231 52,784 1.17% 1.12% 59 +1,390 0.56% Q4 2025 Feb 04, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 246,488 52,203 0.01% 0.01% 60 -8,896 -3.48% Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 239,847 50,797 0.85% 0.81% 61 +631 0.26% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 227,217 48,122 0.06% 0.06% 62 +13,009 6.07% Q4 2025 Feb 02, 2026
Zhang Financial LLC History Reduced 226,870 48,048 1.79% 2.0% 63 -9,337 -3.95% Q4 2025 Feb 10, 2026
Abacus Planning Group, Inc. History Added to 215,550 45,651 6.08% 6.13% 64 +2,757 1.3% Q4 2025 Jan 16, 2026
MML INVESTORS SERVICES, LLC History Reduced 202,263 42,837 0.1% 0.11% 65 -2,721 -1.33% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 197,999 41,934 0.33% 0.39% 66 -161,467 -44.92% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 196,321 41,578 0.61% 0.62% 67 +2,066 1.06% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 193,127 40,902 0.28% 0.32% 68 -17,043 -8.11% Q4 2025 Feb 17, 2026
Opal Wealth Advisors, LLC History Added to 192,768 40,826 10.65% 10.91% 69 +4,947 2.63% Q4 2025 Jan 26, 2026
Foster Group, Inc. History Reduced 186,403 39,478 1.19% 1.3% 70 -12,544 -6.31% Q4 2025 Jan 12, 2026
Comprehensive Financial Management LLC History No change 184,376 39,049 1.18% 1.07% 71 0 0.0% Q4 2025 Feb 17, 2026
Strategies Wealth Advisors, LLC History Added to 180,173 38,158 3.82% 3.75% 72 +7,554 4.38% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 177,635 37,621 0.15% 0.14% 73 +34,828 24.39% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 173,948 36,840 0.1% 0.03% 74 +120,819 227.41% Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Added to 168,373 35,659 0.19% 0.16% 75 +15,549 10.17% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 165,723 35,098 0.09% 0.1% 76 -2,392 -1.42% Q4 2025 Feb 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 162,435 34,402 0.05% 0.06% 77 -8,095 -4.75% Q4 2025 Feb 18, 2026
Waldron Private Wealth LLC History Reduced 162,374 34,389 1.36% 1.41% 78 -3,784 -2.28% Q4 2025 Jan 14, 2026
SHUFRO ROSE & CO LLC History Added to 160,599 34,013 2.3% 0.66% 79 +117,329 271.16% Q4 2025 Feb 09, 2026
NATIXIS ADVISORS, LLC History Added to 160,053 33,897 0.05% 0.03% 80 +46,875 41.42% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 157,913 33,444 0.23% 0.18% 81 +58,414 58.71% Q4 2025 Feb 18, 2026
US BANCORP \DE\ History Added to 155,486 32,948 0.04% 0.04% 82 +3,875 2.56% Q4 2025 Jan 30, 2026
Asset Management Group, Inc. History Added to 149,918 31,751 5.14% 5.08% 83 +1,233 0.83% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 147,636 31,267 0.11% 0.14% 84 +3,275 2.27% Q4 2025 Feb 18, 2026
Pathstone Holdings, LLC History New 147,425 31,223 0.12% — 85 +147,425 New Q4 2025 Feb 13, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 147,254 31,186 6.92% 0.18% 86 +143,445 3765.95% Q4 2025 Jan 13, 2026
Private Advisor Group, LLC History Added to 146,032 30,928 0.15% 0.15% 87 +844 0.58% Q4 2025 Feb 17, 2026
Verus Financial Partners, Inc. History Reduced 137,820 30,925 2.85% 2.9% 88 -6,742 -4.66% Q4 2025 Feb 02, 2026
FMR LLC History Added to 143,985 30,494 0.0% 0.0% 89 +10,605 7.95% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 143,982 30,493 0.05% 0.05% 90 +6,392 4.65% Q4 2025 Feb 13, 2026
Marotta Asset Management History Added to 143,896 30,475 5.64% 5.42% 91 +6,386 4.64% Q4 2025 Jan 07, 2026
Merit Financial Group, LLC History Reduced 143,889 30,474 0.24% 0.31% 92 -16,853 -10.48% Q4 2025 Jan 26, 2026
Grove Street Fiduciary, LLC History New 141,499 29,968 12.53% — 93 +141,499 New Q4 2025 Feb 03, 2026
Aaron Wealth Advisors LLC History Added to 138,251 29,280 1.6% 1.69% 94 +1,571 1.15% Q4 2025 Jan 21, 2026
Plante Moran Financial Advisors, LLC History Added to 136,768 28,966 1.83% 1.55% 95 +18,336 15.48% Q4 2025 Feb 05, 2026
Northwest Quadrant Wealth Management, LLC History Added to 135,704 28,740 5.94% 5.88% 96 +2,275 1.71% Q4 2025 Jan 23, 2026
COMERICA BANK History Reduced 133,866 28,351 0.11% 0.11% 97 -1,498 -1.11% Q4 2025 Jan 29, 2026
McAdam, LLC History Added to 133,850 28,348 1.3% 1.34% 98 +3,350 2.57% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 133,619 28,299 0.35% 0.31% 99 +3,063 2.35% Q4 2025 Feb 11, 2026
Wealth Architects, LLC History Reduced 132,936 28,154 2.54% 2.64% 100 -1,036 -0.77% Q4 2025 Feb 17, 2026
25 LLC History Reduced 132,709 28,106 8.92% 13.66% 101 -59,499 -30.96% Q4 2025 Jan 15, 2026
BHK Investment Advisors, LLC History Added to 131,510 27,852 9.15% 9.08% 102 +15,046 12.92% Q4 2025 Feb 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 130,954 27,734 0.49% 0.55% 103 -1,320 -1.0% Q4 2025 Jan 16, 2026
World Investment Advisors History Reduced 125,279 26,532 0.43% 0.56% 104 -6,431 -4.88% Q4 2025 Mar 12, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 124,858 26,443 3.24% 6.3% 105 -99,504 -44.35% Q4 2025 Jan 09, 2026
Brickley Wealth Management History Added to 124,542 26,376 4.45% 4.52% 106 +264 0.21% Q4 2025 Jan 29, 2026
Grey Fox Wealth Advisors, LLC History Added to 122,772 26,001 5.32% 5.13% 107 +2,790 2.33% Q4 2025 Feb 12, 2026
Pasadena Private Wealth, LLC History Added to 118,751 25,150 3.42% 3.55% 108 +612 0.52% Q4 2025 Feb 10, 2026
Shakespeare Wealth Management, LLC History Added to 113,371 24,010 5.31% 5.3% 109 +1,829 1.64% Q4 2025 Feb 06, 2026
Atria Investments, Inc History Added to 111,820 23,682 0.27% 0.25% 110 +5,684 5.36% Q4 2025 Feb 05, 2026
FIDUCIENT ADVISORS LLC History Added to 106,353 22,524 2.79% 2.59% 111 +615 0.58% Q4 2025 Feb 10, 2026
Silver Coast Investments LLC History Reduced 104,680 22,170 7.64% 8.21% 112 -9,822 -8.58% Q4 2025 Jan 27, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 103,424 21,904 4.57% 4.59% 113 +2,646 2.63% Q4 2025 Jan 22, 2026
Partners in Financial Planning History Added to 101,609 21,519 3.64% 3.62% 114 +1,393 1.39% Q4 2025 Feb 02, 2026
PDS Planning, Inc History Reduced 98,861 20,937 1.4% 1.43% 115 -153 -0.15% Q4 2025 Jan 26, 2026
Coastline Trust Co History Reduced 96,980 20,539 1.93% 2.18% 116 -202 -0.21% Q4 2025 Jan 05, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 95,786 20,286 0.17% 0.15% 117 +9,171 10.59% Q4 2025 Feb 13, 2026
Avion Wealth History Added to 95,662 20,260 4.25% 4.21% 118 +1,624 1.73% Q4 2025 Jan 23, 2026
Avior Wealth Management, LLC History Reduced 93,577 19,818 0.62% 0.63% 119 -78 -0.08% Q4 2025 Jan 06, 2026
&PARTNERS History Added to 92,191 19,529 0.1% 0.11% 120 +9,328 11.26% Q4 2025 Feb 17, 2026
Strategic Investment Advisors / MI History Added to 88,207 18,694 1.62% 1.58% 121 +63,446 256.23% Q4 2025 Feb 17, 2026
Performa Ltd (US), LLC History Added to 87,613 18,555 4.71% 4.29% 122 +10,113 13.05% Q4 2025 Feb 10, 2026
Discipline Wealth Solutions, LLC History Added to 87,397 18,509 3.43% 1.19% 123 +65,735 303.46% Q4 2025 Jan 26, 2026
E&R Wealth Management, LLC History New 87,204 18,469 19.27% — 124 +87,204 New Q4 2025 Feb 11, 2026
Marmo Financial Group, LLC History Added to 85,159 18,035 8.54% 8.52% 125 +886 1.05% Q4 2025 Feb 03, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 84,951 17,991 0.58% 0.66% 126 -1,269 -1.47% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 84,411 17,877 0.06% 0.06% 127 -673 -0.79% Q4 2025 Feb 02, 2026
GLENMEDE TRUST CO NA History New 82,878 17,552 0.08% — 128 +82,878 New Q4 2025 Feb 17, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 80,476 17,044 3.11% 3.38% 129 -5,022 -5.87% Q4 2025 Feb 09, 2026
Brooklyn FI, LLC History Reduced 79,749 16,890 3.61% 3.84% 130 -2,343 -2.85% Q4 2025 Jan 21, 2026
Willis Investment Counsel History Added to 78,792 16,687 0.86% 0.62% 131 +24,344 44.71% Q4 2025 Jan 22, 2026
HILLMAN CO History No change 78,406 16,605 5.76% 5.05% 132 0 0.0% Q4 2025 Jan 16, 2026
MAI Capital Management History Added to 77,508 16,415 0.09% 0.08% 133 +14,563 23.14% Q4 2025 Feb 13, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 77,159 16,341 5.28% 5.39% 134 +2,923 3.94% Q4 2025 Feb 02, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 76,868 16,279 2.97% 2.92% 135 +3,158 4.28% Q4 2025 Jan 13, 2026
Family CFO Inc History Reduced 76,536 16,209 7.25% 7.38% 136 -225 -0.29% Q4 2025 Jan 23, 2026
D.A. DAVIDSON & CO. History Added to 75,445 15,978 0.1% 0.1% 137 +1,137 1.53% Q4 2025 Jan 29, 2026
LMG Wealth Partners, LLC History Reduced 75,342 15,956 2.98% 2.93% 138 -212 -0.28% Q4 2025 Feb 02, 2026
BENJAMIN EDWARDS INC History Added to 75,189 15,928 0.18% 0.17% 139 +2,628 3.62% Q4 2025 Feb 02, 2026
Steward Partners Investment Advisory, LLC History Added to 75,015 15,887 0.09% 0.09% 140 +1,066 1.44% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Reduced 74,677 15,815 0.09% 0.1% 141 -6,345 -7.83% Q4 2025 Feb 03, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 74,298 15,735 1.7% 1.63% 142 0 0.0% Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Added to 73,777 15,625 0.55% 0.57% 143 +3,123 4.42% Q4 2025 Feb 04, 2026
CULLEN/FROST BANKERS, INC. History Added to 73,363 15,537 0.17% 0.11% 144 +29,746 68.2% Q4 2025 Feb 06, 2026
Black Diamond Financial, LLC History Added to 72,320 15,316 1.61% 1.61% 145 +3,472 5.04% Q4 2025 Feb 03, 2026
Traveka Wealth, LLC History Added to 72,196 15,290 6.22% 6.66% 146 +704 0.98% Q4 2025 Jan 08, 2026
Advisory Services Network, LLC History Added to 71,733 15,192 0.21% 0.2% 147 +7,664 11.96% Q4 2025 Feb 17, 2026
ARVEST INVESTMENTS, INC. History Added to 71,359 15,113 2.12% 2.11% 148 +798 1.13% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History Added to 70,760 14,986 0.2% 0.05% 149 +53,096 300.59% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 69,276 14,672 0.18% 0.18% 150 +2,598 3.9% Q4 2025 Feb 10, 2026
Tradition Wealth Management, LLC History Reduced 67,795 14,358 1.03% 1.07% 151 -1,240 -1.8% Q4 2025 Feb 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 67,784 14,355 0.93% 0.94% 152 -259 -0.38% Q4 2025 Jan 26, 2026
Texas Yale Capital Corp. History Reduced 67,650 14,327 0.43% 0.45% 153 -199 -0.29% Q4 2025 Feb 10, 2026
BancFirst Trust & Investment Management History No change 65,865 14,090 5.81% 5.21% 154 0 0.0% Q4 2025 Jan 05, 2026
Jacobsen Capital Management History Reduced 66,185 14,017 4.58% 4.82% 155 -1,904 -2.8% Q4 2025 Jan 26, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 65,659 13,905 0.18% 0.19% 156 -2,601 -3.81% Q4 2025 Jan 22, 2026
Vestmark Advisory Solutions, Inc. History Added to 65,635 13,900 0.19% 0.2% 157 +15,006 29.64% Q4 2025 Feb 06, 2026
HB Wealth Management, LLC History Added to 64,301 13,618 0.09% 0.09% 158 +2,708 4.4% Q4 2025 Jan 28, 2026
Ancora Advisors LLC History Added to 63,552 13,459 0.28% 0.26% 159 +6 0.01% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 63,473 13,442 0.01% 0.01% 160 +20,390 47.33% Q4 2025 Feb 17, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 62,582 13,254 1.67% 1.88% 161 -3,010 -4.59% Q4 2025 Jan 15, 2026
Payne Capital Management, LLC History Added to 62,571 13,251 4.18% 4.06% 162 +2,199 3.64% Q4 2025 Feb 02, 2026
Bank of New York Mellon Corp History Reduced 62,314 13,197 0.0% 0.0% 163 -4,116 -6.2% Q4 2025 Feb 10, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 61,958 13,122 0.55% 0.54% 164 +1,655 2.74% Q4 2025 Feb 13, 2026
Checchi Capital Advisers, LLC History Reduced 61,834 13,095 0.67% 0.76% 165 -7,806 -11.21% Q4 2025 Jan 27, 2026
Apella Capital, LLC History Reduced 60,684 12,852 0.25% 0.3% 166 -4,389 -6.74% Q4 2025 Jan 21, 2026
Weinberger Asset Management, Inc History Reduced 60,160 12,741 4.59% 4.61% 167 -852 -1.4% Q4 2025 Feb 09, 2026
JMAC ENTERPRISES LLC History Added to 60,083 12,725 2.43% 2.42% 168 +1,491 2.54% Q4 2025 Jan 21, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 60,086 12,725 1.23% 1.26% 169 +462 0.77% Q4 2025 Feb 06, 2026
FLYWHEEL PRIVATE WEALTH LLC History Added to 59,615 12,625 7.88% 9.34% 170 +2,328 4.06% Q4 2025 Jan 14, 2026
Pure Financial Advisors, LLC History Added to 58,915 12,477 2.27% 0.19% 171 +2,741 4.88% Q4 2025 Mar 04, 2026
Eagle Strategies LLC History Added to 58,630 12,417 1.59% 1.59% 172 +1,776 3.12% Q4 2025 Jan 23, 2026
Cherry Tree Wealth Management, LLC History Added to 58,605 12,411 2.62% 2.68% 173 +203 0.35% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 58,483 12,386 0.03% 0.03% 174 +6,262 11.99% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Reduced 57,493 12,176 0.72% 0.59% 175 -296 -0.51% Q4 2025 Feb 10, 2026
Center for Financial Planning, Inc. History Reduced 57,300 12,135 1.26% 1.29% 176 -724 -1.25% Q4 2025 Feb 05, 2026
Praetorian Wealth Management, Inc. History Added to 57,105 12,094 2.4% 2.42% 177 +484 0.85% Q4 2025 Jan 14, 2026
Compound Planning, Inc. History Reduced 57,018 12,075 0.35% 0.4% 178 -2,001 -3.39% Q4 2025 Feb 19, 2026
Shepherd Financial Partners LLC History Reduced 56,128 11,887 1.1% 1.16% 179 -2,384 -4.07% Q4 2025 Feb 10, 2026
Veery Capital, LLC History Added to 54,583 11,560 3.55% 3.55% 180 +673 1.25% Q4 2025 Jan 27, 2026
Wharton Business Group, LLC History Reduced 54,088 11,455 0.44% 0.5% 181 -633 -1.16% Q4 2025 Feb 11, 2026
Capital Advantage, Inc. History Added to 54,068 11,451 1.54% 1.56% 182 +4,354 8.76% Q4 2025 Jan 07, 2026
Sepio Capital, LP History Added to 53,832 11,401 0.62% 0.66% 183 +475 0.89% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 53,487 11,333 0.09% — 184 +53,487 New Q4 2025 Feb 18, 2026
Fee-Only Financial Planning, L.C. History Reduced 52,710 11,163 6.51% 6.44% 185 -174 -0.33% Q4 2025 Jan 26, 2026
Steele Capital Management, Inc. History Added to 52,268 11,069 0.48% 0.47% 186 +1,227 2.4% Q4 2025 Jan 27, 2026
Forbes Financial Planning, Inc. History Added to 52,246 11,065 6.47% 6.31% 187 +6,920 15.27% Q4 2025 Jan 26, 2026
Janney Montgomery Scott LLC History Reduced 51,747 10,960 0.03% 0.03% 188 -1,856 -3.46% Q4 2025 Feb 11, 2026
Lansing Street Advisors History Reduced 51,620 10,932 2.79% 2.88% 189 -96 -0.19% Q4 2025 Jan 26, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 51,444 10,895 1.49% 1.73% 190 -6,897 -11.82% Q4 2025 Jan 23, 2026
Firestone Capital Management History Reduced 51,083 10,818 2.29% 2.32% 191 -431 -0.84% Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 51,014 10,804 0.12% 0.18% 192 +1,313 2.64% Q4 2025 Jan 29, 2026
Joel Isaacson & Co., LLC History Added to 50,737 10,745 0.35% 0.38% 193 +421 0.84% Q4 2025 Jan 30, 2026
Gladwyn Financial Advisors, Inc. History Added to 50,675 10,732 7.54% 7.47% 194 +765 1.53% Q4 2025 Jan 08, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 50,315 10,656 0.53% 0.53% 195 -198 -0.39% Q4 2025 Feb 02, 2026
One Degree Advisors Inc History Added to 49,986 10,586 2.91% 3.1% 196 +1,563 3.23% Q4 2025 Feb 06, 2026
Bishop & Co Investment Management, LLC History Reduced 49,976 10,584 3.51% 3.49% 197 -37 -0.07% Q4 2025 Jan 21, 2026
CX Institutional History Added to 49,862 10,560 0.31% 0.31% 198 +1,242 2.55% Q4 2025 Feb 02, 2026
M&T BANK CORP History Reduced 49,517 10,486 0.03% 0.04% 199 -5,519 -10.03% Q4 2025 Jan 30, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 48,934 10,363 0.08% 0.0% 200 +47,633 3661.26% Q4 2025 Feb 11, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 48,400 10,250 3.69% 3.87% 201 -1,045 -2.11% Q4 2025 Jan 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 48,354 10,240 0.13% 0.13% 202 +989 2.09% Q4 2025 Jan 29, 2026
Balance Wealth, LLC History Reduced 47,740 10,110 3.24% 5.18% 203 -52,673 -52.46% Q4 2025 Jan 21, 2026
LMCG INVESTMENTS, LLC History Reduced 47,530 10,066 0.58% 0.61% 204 -2,165 -4.36% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 46,802 9,979 0.02% 0.0% 205 +45,256 2927.3% Q4 2025 Feb 05, 2026
Kohmann Bosshard Financial Services, LLC History Added to 46,926 9,941 0.89% 0.85% 206 +7,187 18.09% Q4 2025 Jan 30, 2026
SAGE FINANCIAL GROUP INC History Added to 46,643 9,878 0.65% 0.66% 207 +375 0.81% Q4 2025 Jan 27, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 46,437 9,835 2.75% 2.66% 208 +1,384 3.07% Q4 2025 Feb 02, 2026
EP Wealth Advisors, LLC History New 46,055 9,753 0.05% — 209 +46,055 New Q4 2025 Feb 18, 2026
Parallel Advisors, LLC History Reduced 45,957 9,733 0.18% 0.18% 210 -616 -1.32% Q4 2025 Feb 11, 2026
AE Wealth Management LLC History Added to 45,950 9,731 0.06% 0.06% 211 +2,141 4.89% Q4 2025 Jan 26, 2026
DAVENPORT & Co LLC History Added to 45,866 9,713 0.05% 0.05% 212 +355 0.78% Q4 2025 Jan 12, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 45,800 9,700 0.8% 0.75% 213 -842 -1.81% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 45,739 9,687 0.63% 0.61% 214 +2,599 6.02% Q4 2025 Jan 23, 2026
Spectrum Investment Advisors, Inc. History Added to 45,039 9,538 4.78% 5.02% 215 +633 1.43% Q4 2025 Jan 28, 2026
MAYPORT, LLC History Added to 45,002 9,530 1.92% 1.9% 216 +3,050 7.27% Q4 2025 Jan 21, 2026
Hegarty Advisors, LLC History New 44,812 9,492 8.24% — 217 +44,812 New Q4 2025 Jan 29, 2026
San Luis Wealth Advisors LLC History Added to 44,546 9,434 1.58% 1.4% 218 +7,237 19.4% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 44,528 9,430 0.17% 0.05% 219 +32,871 281.99% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 44,447 9,413 0.02% 0.01% 220 +26,218 143.83% Q4 2025 Feb 17, 2026
Wrenne Financial Planning LLC History Added to 43,943 9,306 3.79% 3.85% 221 +784 1.82% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 43,750 9,265 0.02% 0.0% 222 +32,895 303.04% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 42,941 9,094 0.0% 0.0% 223 -126 -0.29% Q4 2025 Feb 17, 2026
Clayton Financial Group LLC History Added to 42,721 9,047 4.61% 5.05% 224 +9,581 28.91% Q4 2025 Jan 21, 2026
Prosperity Planning, Inc. History Reduced 42,330 8,965 2.34% 2.42% 225 -592 -1.38% Q4 2025 Jan 14, 2026
BROWN ADVISORY INC History Reduced 41,576 8,805 0.01% 0.01% 226 -518 -1.23% Q4 2025 Feb 13, 2026
ATLAS CAPITAL ADVISORS INC. History New 41,257 8,737 0.97% — 227 +41,257 New Q4 2025 Feb 13, 2026
Symmetry Partners, LLC History Reduced 41,074 8,699 0.51% 1.57% 228 -28,052 -40.58% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Added to 41,008 8,684 0.17% 0.13% 229 +15,692 61.98% Q4 2025 Feb 13, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 40,744 8,629 5.74% 5.79% 230 -258 -0.63% Q4 2025 Jan 09, 2026
FIRST AMERICAN TRUST, FSB History Added to 40,477 8,572 0.59% 0.61% 231 +57 0.14% Q4 2025 Feb 11, 2026
Total Clarity Wealth Management, Inc. History Added to 40,430 8,562 2.07% 2.04% 232 +3,686 10.03% Q4 2025 Feb 02, 2026
Cornerstone Wealth Advisors, Inc. History Added to 40,347 8,545 1.99% 2.0% 233 +786 1.99% Q4 2025 Jan 14, 2026
Ifrah Financial Services, Inc. History Reduced 40,153 8,504 2.18% 2.2% 234 -443 -1.09% Q4 2025 Jan 22, 2026
Noble Family Wealth, LLC History Added to 39,971 8,465 1.78% 1.73% 235 +2,434 6.48% Q4 2025 Jan 07, 2026
Meramec Financial Planners, LLC History New 36,325 8,430 3.29% — 236 +36,325 New Q4 2025 Feb 10, 2026
Fortis Capital Management LLC History Added to 39,365 8,337 1.1% 1.14% 237 +404 1.04% Q4 2025 Feb 13, 2026
Plum Street Advisors, LLC History Reduced 39,278 8,318 2.96% 3.2% 238 -485 -1.22% Q4 2025 Feb 13, 2026
OLD NATIONAL BANCORP /IN/ History Added to 39,067 8,273 0.14% 0.13% 239 +3,401 9.54% Q4 2025 Jan 28, 2026
Leeward Financial Partners, LLC History Reduced 38,765 8,210 2.31% 2.33% 240 -511 -1.3% Q4 2025 Feb 09, 2026
Everhart Financial Group, Inc. History Added to 38,208 8,092 0.75% 0.76% 241 +1,863 5.13% Q4 2025 Jan 07, 2026
COURIER CAPITAL LLC History Added to 38,174 8,084 0.45% 0.45% 242 +267 0.7% Q4 2025 Jan 29, 2026
OpenArc Corporate Advisory, LLC History New 38,107 8,070 0.13% — 243 +38,107 New Q4 2025 Feb 13, 2026
RTD Financial Advisors, Inc. History Reduced 38,073 8,063 0.98% 0.98% 244 -960 -2.46% Q4 2025 Jan 27, 2026
SWAN Capital LLC History Reduced 38,020 8,052 3.13% 3.38% 245 -1,964 -4.91% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 37,828 8,011 0.23% — 246 +37,828 New Q4 2025 Feb 13, 2026
Nicholas Hoffman & Company, LLC. History Added to 37,773 7,999 0.19% 0.19% 247 +88 0.23% Q4 2025 Feb 02, 2026
Oath Planning, LLC History New 37,690 7,982 7.88% — 248 +37,690 New Q4 2025 Feb 12, 2026
Towerpoint Wealth, LLC History Added to 37,630 7,969 3.16% 3.15% 249 +775 2.1% Q4 2025 Jan 15, 2026
Quent Capital, LLC History Added to 37,595 7,962 0.57% 0.65% 250 +161 0.43% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO History Reduced 36,143 7,951 0.09% 0.09% 251 -30 -0.08% Q4 2025 Jan 26, 2026
DIVERSIFIED MANAGEMENT INC History New 37,476 7,936 1.85% — 252 +37,476 New Q4 2025 Jan 26, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 37,117 7,860 0.12% 0.12% 253 -1,370 -3.56% Q4 2025 Feb 12, 2026
Aurelius Family Office LLC History Added to 36,179 7,852 3.38% 3.19% 254 +1,818 5.29% Q4 2025 Jan 09, 2026
Fairway Financial, LLC History Added to 37,063 7,849 5.92% 5.9% 255 +1,201 3.35% Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 36,932 7,821 0.08% 0.11% 256 +872 2.42% Q4 2025 Jan 23, 2026
Relyea Zuckerberg Hanson LLC History Reduced 36,767 7,786 0.79% 0.85% 257 -1,966 -5.08% Q4 2025 Jan 20, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 36,745 7,782 1.79% 1.93% 258 -1,830 -4.74% Q4 2025 Jan 06, 2026
Elgethun Capital Management History Added to 36,597 7,750 1.34% 1.29% 259 +2,593 7.63% Q4 2025 Feb 10, 2026
Ameritas Advisory Services, LLC History Added to 36,275 7,682 0.29% 0.21% 260 +21,257 141.54% Q4 2025 Feb 04, 2026
SPINNAKER TRUST History Reduced 36,149 7,655 0.41% 0.42% 261 -468 -1.28% Q4 2025 Feb 10, 2026
White Lighthouse Investment Management Inc. History Added to 35,980 7,620 1.06% 1.11% 262 +1,032 2.95% Q4 2025 Feb 09, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 35,718 7,564 0.36% 0.36% 263 +11,395 46.85% Q4 2025 Feb 12, 2026
Arbor Wealth Advisors LLC History Added to 35,710 7,563 5.39% 5.55% 264 +68 0.19% Q4 2025 Jan 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 35,700 7,560 0.0% 0.0% 265 -17,758 -33.22% Q4 2025 Feb 17, 2026
Tacita Capital Inc History Reduced 35,337 7,484 4.34% 4.47% 266 -100 -0.28% Q4 2025 Feb 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 35,204 7,455 0.82% 0.85% 267 +225 0.64% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Reduced 35,194 7,453 0.39% 0.43% 268 -2,120 -5.68% Q4 2025 Feb 05, 2026
Granby Capital Management, LLC History No change 35,000 7,412 3.95% 3.88% 269 0 0.0% Q4 2025 Feb 17, 2026
Ackerman Capital Advisors, LLC History Added to 34,982 7,408 1.49% 1.53% 270 +62 0.18% Q4 2025 Feb 11, 2026
Clear Retirement Advice LLC History New 32,436 7,407 5.76% — 271 +32,436 New Q4 2025 Feb 24, 2026
Nabity-Jensen Investment Management Inc History Added to 34,833 7,377 5.0% 5.01% 272 +187 0.54% Q4 2025 Jan 26, 2026
Peak Retirement Planning, Inc. History Added to 34,743 7,358 1.72% 1.87% 273 +2,900 9.11% Q4 2025 Feb 10, 2026
ATMOS ADVISORY, LLC History Added to 34,233 7,250 4.2% 4.13% 274 +1,772 5.46% Q4 2025 Jan 21, 2026
Inlight Wealth Management, LLC History Added to 34,194 7,241 2.65% 1.55% 275 +18,349 115.8% Q4 2025 Jan 23, 2026
Facet Wealth, Inc. History Reduced 32,341 7,214 0.13% 0.19% 276 -10,511 -24.53% Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History Added to 33,827 7,164 0.17% 0.18% 277 +530 1.59% Q4 2025 Jan 29, 2026
Cannon Financial Strategists, Inc. History Reduced 33,780 7,154 0.99% 1.03% 278 -645 -1.87% Q4 2025 Feb 04, 2026
VANGUARD GROUP INC History Added to 33,770 7,152 0.0% 0.0% 279 +1,001 3.05% Q4 2025 Jan 29, 2026
Sterling Wealth Management, Inc. History Reduced 33,443 7,082 2.02% 2.32% 280 -3,242 -8.84% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History No change 32,961 7,051 0.01% 0.01% 281 0 0.0% Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Added to 355,427 7,025 1.19% 1.18% 282 +306 0.09% Q4 2025 Jan 20, 2026
GeoWealth Management, LLC History Reduced 33,144 7,019 0.26% 0.26% 283 -711 -2.1% Q4 2025 Feb 17, 2026
Whitegate Investment Counselors, Inc. History Reduced 32,743 6,934 2.17% 2.25% 284 -35 -0.11% Q4 2025 Feb 10, 2026
Redwood Investment Management, LLC History Added to 32,715 6,929 0.78% 0.65% 286 +4,042 14.1% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Added to 32,717 6,929 0.19% 0.19% 285 +503 1.56% Q4 2025 Feb 06, 2026
Chicago Partners Investment Group LLC History Reduced 30,847 6,923 0.17% 0.17% 287 -368 -1.18% Q4 2025 Jan 28, 2026
Pinnacle Financial Group, LLC / IL History Added to 32,574 6,898 2.0% 2.0% 288 +836 2.63% Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Reduced 32,435 6,869 0.02% 0.03% 290 -13,658 -29.63% Q4 2025 Feb 13, 2026
Compass Ion Advisors, LLC History Added to 32,437 6,869 0.65% 0.64% 289 +452 1.41% Q4 2025 Jan 29, 2026
RFG Advisory, LLC History Added to 31,909 6,758 0.13% 0.11% 291 +5,970 23.02% Q4 2025 Feb 03, 2026
Van Cleef Asset Management,Inc History Reduced 31,248 6,617 0.67% 0.66% 292 -106 -0.34% Q4 2025 Feb 09, 2026
SkyOak Wealth, LLC History Added to 31,207 6,609 1.19% 1.22% 293 +309 1.0% Q4 2025 Feb 05, 2026
ELEVATUS WELATH MANAGEMENT History New 31,168 6,600 1.8% — 294 +31,168 New Q4 2025 Jan 14, 2026
NBT BANK N A /NY History Added to 831 6,593 0.43% 0.43% 295 +3 0.36% Q4 2025 Jan 23, 2026
Wealthfront Advisers LLC History Reduced 30,976 6,560 0.01% 0.02% 296 -650 -2.06% Q4 2025 Jan 30, 2026
ASSOCIATED BANC-CORP History Added to 30,931 6,550 0.17% 0.14% 297 +5,394 21.12% Q4 2025 Feb 06, 2026
American Investment Services, Inc. History Reduced 30,642 6,489 1.51% 1.61% 298 -1,404 -4.38% Q4 2025 Feb 13, 2026
Strategic Wealth Advisors LLC History New 30,576 6,475 5.54% — 299 +30,576 New Q4 2025 Feb 03, 2026
Thrive Capital Management, LLC History Added to 30,456 6,450 1.44% 1.37% 300 +5,097 20.1% Q4 2025 Feb 09, 2026
Smartleaf Asset Management LLC History Added to 30,113 6,442 0.24% 0.04% 301 +27,092 896.79% Q4 2025 Feb 13, 2026
Trust Point Inc. History Added to 30,358 6,429 0.51% 0.4% 302 +6,633 27.96% Q4 2025 Jan 13, 2026
AGF MANAGEMENT LTD History Reduced 30,200 6,396 0.03% 0.03% 303 -110 -0.36% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Reduced 30,104 6,375 0.02% 0.02% 304 -503 -1.64% Q4 2025 Feb 17, 2026
Cornerstone Management, Inc. History Reduced 29,867 6,325 1.03% 1.03% 305 -45 -0.15% Q4 2025 Feb 06, 2026
BIP Wealth, LLC History Added to 29,820 6,315 0.22% 0.29% 306 +1,629 5.78% Q4 2025 Jan 21, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 29,719 6,294 2.7% 2.56% 307 +1,753 6.27% Q4 2025 Feb 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 29,585 6,265 0.53% 0.49% 308 +2,282 8.36% Q4 2025 Feb 03, 2026
General Partner, Inc. History Added to 29,451 6,237 3.54% 3.37% 309 +92 0.31% Q4 2025 Jan 06, 2026
Quadcap Wealth Management, LLC History Reduced 29,181 6,180 0.71% 0.72% 310 -139 -0.47% Q4 2025 Jan 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 29,147 6,173 0.12% 0.12% 311 +2,184 8.1% Q4 2025 Feb 06, 2026
REGIONS FINANCIAL CORP History New 29,026 6,147 0.04% — 312 +29,026 New Q4 2025 Jan 27, 2026
Ausdal Financial Partners, Inc. History Added to 28,978 6,137 0.28% 0.28% 313 +1,199 4.32% Q4 2025 Feb 13, 2026
Mainsail Financial Group, LLC History Added to 28,931 6,127 2.55% 2.52% 314 +894 3.19% Q4 2025 Jan 23, 2026
NWAM LLC History Reduced 27,979 6,102 0.34% 0.32% 315 -685 -2.39% Q4 2025 Feb 04, 2026
Columbus Macro, LLC History Added to 28,800 6,099 0.67% 0.68% 316 +87 0.3% Q4 2025 Jan 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 28,557 6,048 0.16% 0.16% 317 -1,750 -5.77% Q4 2025 Jan 07, 2026
Creekside Partners History Added to 28,518 6,039 2.55% 2.6% 318 +194 0.68% Q4 2025 Feb 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 28,456 6,026 0.83% 0.79% 319 -86 -0.3% Q4 2025 Jan 20, 2026
ARS Wealth Advisors Group, LLC History Reduced 28,231 5,979 0.54% 0.93% 320 -16,929 -37.49% Q4 2025 Jan 12, 2026
Brookstone Capital Management History Reduced 28,123 5,956 0.07% 0.07% 321 -862 -2.97% Q4 2025 Jan 15, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 28,125 5,956 1.78% 1.84% 322 +295 1.06% Q4 2025 Jan 26, 2026
Towne Trust Company, N.A History Added to 28,107 5,952 1.86% 1.62% 323 +4,006 16.62% Q4 2025 Jan 26, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Reduced 28,016 5,933 0.58% 0.6% 324 -491 -1.72% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Reduced 27,533 5,831 0.0% 0.0% 325 -153 -0.55% Q4 2025 Feb 17, 2026
Elite Financial, Inc. History Reduced 27,395 5,801 2.64% 2.63% 326 -317 -1.14% Q4 2025 Feb 12, 2026
Alpha Omega Wealth Management LLC History Added to 27,166 5,753 0.95% 0.93% 327 +485 1.82% Q4 2025 Jan 22, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 27,094 5,738 5.38% — 328 +27,094 New Q4 2025 Feb 02, 2026
TME FINANCIAL, INC. History Reduced 26,956 5,708 4.01% 4.64% 329 -2,726 -9.18% Q4 2025 Jan 27, 2026
LifePlan Investment Advisors, Inc. History Added to 26,918 5,701 2.32% 2.32% 330 +438 1.65% Q4 2025 Feb 09, 2026
Cornerstone Advisory, LLC History Reduced 26,762 5,667 0.54% 0.55% 331 -152 -0.56% Q4 2025 Jan 28, 2026
Vickerman Investment Advisors, Inc. History Added to 26,457 5,603 1.12% 1.04% 332 +1,850 7.52% Q4 2025 Feb 12, 2026
Chemistry Wealth Management LLC History Reduced 26,357 5,582 1.04% 1.07% 333 -123 -0.46% Q4 2025 Jan 06, 2026
PFG Advisors History Reduced 26,265 5,562 0.27% 0.24% 334 -1,932 -6.85% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 26,262 5,561 0.14% 0.14% 335 +875 3.45% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 26,078 5,522 0.07% 0.07% 336 -469 -1.77% Q4 2025 Jan 21, 2026
SEVEN MILE ADVISORY History Added to 25,997 5,505 0.95% 0.87% 337 +226 0.88% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Reduced 25,919 5,489 0.05% 0.06% 338 -1,056 -3.91% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 25,788 5,461 0.07% 0.07% 339 +1,286 5.25% Q4 2025 Feb 04, 2026
Sigma Planning Corp History Added to 25,558 5,412 0.15% 0.15% 340 +1 0.0% Q4 2025 Jan 30, 2026
Barry Investment Advisors, LLC History Added to 25,326 5,363 1.19% 1.21% 341 +266 1.06% Q4 2025 Feb 09, 2026
New Age Alpha Advisors, LLC History Added to 25,285 5,355 0.23% 0.13% 342 +10,796 74.51% Q4 2025 Feb 09, 2026
Sharper & Granite LLC History Reduced 25,086 5,312 1.87% 1.88% 343 -109 -0.43% Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 24,919 5,277 0.03% 0.03% 344 +1,374 5.84% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 24,829 5,258 0.19% 0.18% 345 +6,752 37.35% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Added to 24,800 5,252 0.0% 0.0% 346 +4,640 23.02% Q4 2025 Feb 17, 2026
Cambridge Financial Group, LLC History Added to 25,342 5,244 1.82% 1.51% 347 +2,909 12.97% Q4 2025 Jan 09, 2026
Regal Investment Advisors LLC History Added to 24,671 5,225 0.31% 0.3% 348 +2,904 13.34% Q4 2025 Feb 17, 2026
LAM GROUP, INC. History No change 24,520 5,193 2.97% 3.17% 349 0 0.0% Q4 2025 Jan 23, 2026
Lutz Financial Services LLC History Added to 24,507 5,190 0.35% 0.37% 350 +11 0.04% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Reduced 24,475 5,183 0.09% 0.09% 351 -626 -2.49% Q4 2025 Jan 22, 2026
Obsido Oy History Added to 24,393 5,166 3.17% 3.24% 352 +1,053 4.51% Q4 2025 Feb 17, 2026
Ervin Investment Management, LLC History Added to 24,379 5,163 2.89% 2.87% 353 +362 1.51% Q4 2025 Jan 23, 2026
Bay Rivers Group History Added to 24,331 5,153 2.08% 2.06% 354 +901 3.85% Q4 2025 Jan 07, 2026
E&G Advisors, LP History Added to 24,237 5,126 1.15% 1.17% 355 +180 0.75% Q4 2025 Jan 23, 2026
Zeit Capital LLC History Reduced 24,187 5,122 3.46% 3.44% 356 -35 -0.14% Q4 2025 Jan 26, 2026
Stone Summit Wealth LLC History Reduced 23,318 4,938 1.34% 1.41% 357 -430 -1.81% Q4 2025 Jan 27, 2026
Institute for Wealth Management, LLC. History Added to 23,298 4,934 0.52% 0.45% 358 +2,519 12.12% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 23,242 4,891 0.01% 0.02% 359 +22 0.09% Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Added to 23,085 4,889 0.18% 0.18% 360 +567 2.52% Q4 2025 Feb 02, 2026
Bangor Savings Bank History Reduced 23,037 4,879 0.39% 0.41% 361 -425 -1.81% Q4 2025 Jan 16, 2026
Truepoint, Inc. History Reduced 22,974 4,865 0.11% 0.11% 362 -190 -0.82% Q4 2025 Feb 11, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 22,900 4,849 2.17% 2.47% 363 0 0.0% Q4 2025 Feb 11, 2026
RF&L WEALTH MANAGEMENT, LLC History Added to 22,823 4,833 2.71% 2.78% 364 +146 0.64% Q4 2025 Jan 09, 2026
Perigon Wealth Management, LLC History Reduced 22,812 4,831 0.09% 0.1% 365 -171 -0.74% Q4 2025 Jan 16, 2026
TFB Advisors LLC History Reduced 22,686 4,804 1.34% 1.37% 366 -13 -0.06% Q4 2025 Feb 13, 2026
Stokes Family Office, LLC History Reduced 22,630 4,792 0.44% 0.45% 367 -306 -1.33% Q4 2025 Feb 18, 2026
CSM Advisors, LLC History Added to 22,531 4,772 0.13% 0.11% 368 +3,038 15.59% Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Reduced 29,299 4,715 0.1% 0.11% 369 -1,342 -4.38% Q4 2025 Feb 04, 2026
CULBERTSON A N & CO INC History Added to 22,229 4,707 0.65% 0.62% 370 +1,285 6.14% Q4 2025 Jan 21, 2026
FIRST HORIZON CORP History Added to 22,208 4,703 0.21% 0.22% 371 +1 0.0% Q4 2025 Jan 27, 2026
CGN Advisors LLC History Added to 21,786 4,614 0.37% 0.36% 372 +685 3.25% Q4 2025 Jan 05, 2026
Seek First Inc. History Added to 21,713 4,598 3.17% 3.21% 373 +343 1.61% Q4 2025 Jan 30, 2026
Glass Jacobson Investment Advisors llc History Reduced 21,611 4,576 1.65% 1.83% 374 -2,633 -10.86% Q4 2025 Jan 22, 2026
Mission Creek Capital Partners, Inc. History Reduced 21,520 4,557 0.92% 0.9% 375 -324 -1.48% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Added to 21,491 4,551 0.04% 0.03% 376 +8,691 67.9% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 21,450 4,542 0.09% 0.05% 377 +14,919 228.43% Q4 2025 Feb 11, 2026
Roof Eidam Maycock Peralta, LLC History Added to 21,415 4,535 1.03% 1.07% 378 +256 1.21% Q4 2025 Jan 26, 2026
Tortoise Investment Management, LLC History Reduced 21,047 4,457 0.39% 0.39% 379 -102 -0.48% Q4 2025 Feb 06, 2026
Marble Harbor Investment Counsel, LLC History Added to 20,944 4,435 0.47% 0.42% 380 +1,804 9.43% Q4 2025 Feb 06, 2026
KPP Advisory Services LLC History Reduced 20,930 4,432 0.64% 1.02% 381 -12,053 -36.54% Q4 2025 Feb 02, 2026
TriaGen Wealth Management LLC History Added to 20,739 4,392 1.14% 1.1% 382 +485 2.39% Q4 2025 Jan 27, 2026
Alhambra Investment Management LLC History Added to 20,603 4,363 2.03% 2.04% 383 +2 0.01% Q4 2025 Jan 15, 2026
Beaumont Asset Management, L.L.C. History Reduced 20,561 4,354 2.18% 2.17% 384 -120 -0.58% Q4 2025 Jan 21, 2026
Rockbridge Investment Management, LCC History Reduced 20,374 4,314 0.4% 0.49% 385 -3,338 -14.08% Q4 2025 Feb 04, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 20,214 4,281 1.01% 1.02% 386 +282 1.41% Q4 2025 Feb 02, 2026
Strategic Advisors LLC History Added to 20,191 4,276 0.67% 0.21% 387 +13,847 218.27% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 20,176 4,273 0.02% 0.02% 388 +628 3.21% Q4 2025 Feb 12, 2026
Ascent Group, LLC History Reduced 20,170 4,271 0.15% 0.15% 389 -650 -3.12% Q4 2025 Jan 20, 2026
Valpey Financial Services, LLC History Added to 20,162 4,270 2.73% 2.75% 390 +44 0.22% Q4 2025 Mar 04, 2026
SNS Financial Group, LLC History Reduced 20,124 4,262 0.37% 0.37% 391 -123 -0.61% Q4 2025 Feb 02, 2026
Hilltop National Bank History Added to 20,055 4,247 1.03% 0.96% 392 +1,287 6.86% Q4 2025 Jan 07, 2026
Clearstead Advisors, LLC History Reduced 19,887 4,211 0.05% 0.06% 393 -474 -2.33% Q4 2025 Feb 09, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 19,886 4,211 0.46% 0.47% 394 +257 1.31% Q4 2025 Feb 18, 2026
CreativeOne Wealth, LLC History Added to 19,703 4,173 0.1% 0.1% 395 +234 1.2% Q4 2025 Feb 13, 2026
LOM Asset Management Ltd History Added to 19,636 4,158 1.2% 1.2% 396 +846 4.5% Q4 2025 Jan 23, 2026
Falcon Wealth Planning History Reduced 19,479 4,125 0.35% 0.37% 397 -183 -0.93% Q4 2025 Feb 03, 2026
Krilogy Financial LLC History Reduced 18,372 4,122 0.14% 0.15% 398 -696 -3.65% Q4 2025 Jan 27, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 19,325 4,092 2.84% 3.11% 399 -441 -2.23% Q4 2025 Jan 23, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 19,228 4,072 0.06% 0.06% 400 +1,005 5.52% Q4 2025 Feb 12, 2026
BlueSky Wealth Advisors, LLC History Added to 19,149 4,055 0.53% 0.5% 401 +1,274 7.13% Q4 2025 Jan 26, 2026
Wealthcare Advisory Partners LLC History Reduced 19,095 4,044 0.08% 0.08% 402 -451 -2.31% Q4 2025 Jan 14, 2026
Diversified Portfolios, Inc. History Reduced 19,035 4,031 0.34% 0.36% 403 -387 -1.99% Q4 2025 Feb 09, 2026
Martel Wealth Advisors Inc History Reduced 18,950 4,013 0.69% 0.7% 404 -98 -0.51% Q4 2025 Jan 21, 2026
CANTOR FITZGERALD, L. P. History New 18,936 4,010 0.06% — 405 +18,936 New Q4 2025 Feb 17, 2026
Ally Invest Advisors Inc. History Added to 18,679 3,956 0.27% 0.27% 406 +609 3.37% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 18,650 3,949 0.1% 0.12% 407 -4,823 -20.55% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 18,590 3,937 0.08% 0.09% 408 +255 1.39% Q4 2025 Feb 09, 2026
Wedmont Private Capital History Added to 18,045 3,925 0.14% 0.14% 409 +42 0.23% Q4 2025 Jan 08, 2026
THEORY FINANCIAL LLC History Reduced 17,327 3,888 1.31% 1.37% 410 -1,313 -7.04% Q4 2025 Feb 10, 2026
STEVENS CAPITAL PARTNERS History Added to 18,293 3,874 1.01% 1.03% 411 +1,819 11.04% Q4 2025 Jan 27, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 18,164 3,846 0.54% 0.59% 412 +141 0.78% Q4 2025 Jan 12, 2026
Aspen Wealth Strategies, LLC History Added to 18,116 3,836 2.1% 1.97% 413 +1,087 6.38% Q4 2025 Jan 28, 2026
Belpointe Asset Management LLC History Reduced 18,107 3,835 0.14% 0.19% 414 -5,894 -24.56% Q4 2025 Jan 27, 2026
PITTENGER & ANDERSON INC History No change 18,055 3,823 0.15% 0.14% 415 0 0.0% Q4 2025 Feb 02, 2026
CENTRAL TRUST Co History Reduced 17,978 3,807 0.07% 0.09% 416 -1,698 -8.63% Q4 2025 Feb 02, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 17,951 3,801 0.42% 0.42% 417 -493 -2.67% Q4 2025 Jan 29, 2026
CWA Asset Management Group, LLC History Added to 17,695 3,747 0.14% 0.14% 418 +1 0.01% Q4 2025 Jan 07, 2026
Echo45 Advisors LLC History Added to 17,639 3,735 2.13% 2.09% 419 +548 3.21% Q4 2025 Feb 06, 2026
Rialto Wealth Management, LLC History Added to 17,497 3,705 0.89% 0.89% 420 +1,048 6.37% Q4 2025 Jan 12, 2026
Koshinski Asset Management, Inc. History Reduced 17,467 3,699 0.24% 0.57% 421 -22,919 -56.75% Q4 2025 Feb 03, 2026
BlackRock, Inc. History Added to 17,391 3,683 0.0% 0.0% 422 +12,955 292.04% Q4 2025 Feb 12, 2026
Goepper Burkhardt LLC History Reduced 17,340 3,672 1.2% 1.53% 423 -4,145 -19.29% Q4 2025 Feb 09, 2026
CWC Advisors, LLC. History Reduced 17,212 3,645 1.76% 1.8% 424 -403 -2.29% Q4 2025 Jan 26, 2026
Integrated Wealth Concepts LLC History Reduced 17,188 3,640 0.04% 0.04% 425 -4,983 -22.48% Q4 2025 Feb 13, 2026
Integrity Wealth Solutions LLC History Reduced 17,175 3,637 1.44% 1.63% 426 -326 -1.86% Q4 2025 Feb 02, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 17,160 3,634 1.04% 1.02% 427 0 0.0% Q4 2025 Feb 10, 2026
FAS Wealth Partners, Inc. History Reduced 17,013 3,603 0.23% 0.24% 428 -207 -1.2% Q4 2025 Feb 18, 2026
Index Fund Advisors, Inc. History Reduced 16,975 3,595 0.17% 0.18% 429 -508 -2.91% Q4 2025 Jan 29, 2026
WARNER FINANCIAL, INC History Added to 16,971 3,594 1.25% 1.32% 430 +24 0.14% Q4 2025 Jan 21, 2026
Fluent Financial, LLC History New 16,803 3,558 1.36% — 431 +16,803 New Q4 2025 Jan 14, 2026
Cranbrook Wealth Management, LLC History Reduced 16,747 3,546 0.7% 0.7% 432 -51 -0.3% Q4 2025 Jan 28, 2026
Heartwood Wealth Advisors LLC History Added to 16,728 3,542 0.33% 0.3% 433 +1,446 9.46% Q4 2025 Jan 12, 2026
Wolff Financial Management LLC History Added to 16,622 3,520 0.79% 0.8% 434 +102 0.62% Q4 2025 Feb 06, 2026
NewEdge Wealth, LLC History Added to 16,609 3,517 0.04% 0.05% 435 +414 2.56% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History Added to 16,603 3,516 0.2% 0.2% 436 +1 0.01% Q4 2025 Jan 14, 2026
Werba Rubin Papier Wealth Management History Reduced 16,555 3,506 0.95% 0.57% 437 -221 -1.32% Q4 2025 Jan 27, 2026
FDx Advisors, Inc. History Reduced 16,507 3,496 1.78% 1.05% 438 -539 -3.16% Q4 2025 Feb 10, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 15,714 3,487 0.16% 0.19% 439 -23 -0.15% Q4 2025 Feb 03, 2026
May Barnhard Investments LLC History Added to 16,335 3,459 1.63% 1.57% 440 +59 0.36% Q4 2025 Jan 28, 2026
Essex Financial Services, Inc. History Added to 16,316 3,455 0.2% 0.19% 441 +733 4.7% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 16,274 3,446 0.22% 0.23% 442 +65 0.4% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Added to 16,254 3,442 0.13% 0.13% 443 +888 5.78% Q4 2025 Feb 06, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 16,211 3,433 2.74% — 444 +16,211 New Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Added to 16,181 3,426 0.08% 0.08% 445 +788 5.12% Q4 2025 Jan 28, 2026
rebel Financial LLC History New 15,962 3,380 1.44% — 447 +15,962 New Q4 2025 Mar 27, 2026
3Chopt Investment Partners, LLC History No change 15,961 3,380 0.76% 0.76% 446 0 0.0% Q4 2025 Feb 10, 2026
Forza Wealth Management, LLC History No change 15,924 3,372 1.22% 1.27% 448 0 0.0% Q4 2025 Feb 02, 2026
Midwestern Financial, LLC /IA History Added to 15,858 3,358 2.78% 2.74% 449 +557 3.64% Q4 2025 Feb 06, 2026
Evanson Asset Management, LLC History Added to 15,818 3,350 0.18% 0.18% 450 +349 2.26% Q4 2025 Jan 12, 2026
NerdWallet Wealth Partners, LLC History Added to 15,867 3,350 1.5% 1.61% 451 +69 0.44% Q4 2025 Jan 13, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 15,774 3,340 0.21% 0.21% 452 +10 0.06% Q4 2025 Jan 07, 2026
Pathway Financial Advisors LLC History No change 15,133 3,329 0.42% 0.42% 453 0 0.0% Q4 2025 Jan 14, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Added to 15,718 3,328 1.66% 1.55% 454 +816 5.48% Q4 2025 Jan 30, 2026
Stratos Wealth Advisors, LLC History Added to 15,622 3,308 0.16% 0.15% 455 +938 6.39% Q4 2025 Jan 20, 2026
WealthShield Partners, LLC History Reduced 15,567 3,297 0.36% 0.41% 456 -1,729 -10.0% Q4 2025 Feb 03, 2026
Greenhouse Wealth Management, LLC History Reduced 15,255 3,230 1.91% 1.99% 457 -648 -4.07% Q4 2025 Jan 21, 2026
AdvisorNet Financial, Inc History Added to 15,240 3,227 0.17% 0.18% 458 +236 1.57% Q4 2025 Jan 20, 2026
Linscomb Wealth, Inc. History Added to 15,161 3,210 0.13% 0.13% 459 +531 3.63% Q4 2025 Feb 10, 2026
Avantax Planning Partners, Inc. History Reduced 15,154 3,209 0.09% 0.11% 460 -2,648 -14.87% Q4 2025 Feb 05, 2026
Brindle & Bay Financial Advisors, LLC History New 15,076 3,193 2.13% — 461 +15,076 New Q4 2025 Jan 29, 2026
Choate Investment Advisors History Reduced 15,074 3,192 0.06% 0.09% 462 -4,773 -24.05% Q4 2025 Feb 09, 2026
Sageworth Trust Co History Reduced 15,006 3,178 0.14% 0.15% 463 -81 -0.54% Q4 2025 Feb 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 14,935 3,163 0.02% 0.02% 464 -36 -0.24% Q4 2025 Feb 11, 2026
Access Investment Management LLC History No change 15,000 3,130 0.84% 0.84% 465 0 0.0% Q4 2025 Feb 02, 2026
Envision Financial LLC History Reduced 14,778 3,129 1.65% 1.85% 466 -688 -4.45% Q4 2025 Jan 07, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 14,667 3,106 0.52% — 467 +14,667 New Q4 2025 Feb 12, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 14,397 3,049 0.48% 0.52% 468 +721 5.27% Q4 2025 Feb 03, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 14,280 3,024 0.44% 0.5% 469 -1,165 -7.54% Q4 2025 Jan 23, 2026
MSH Capital Advisors LLC History Reduced 14,283 3,024 0.65% 0.8% 470 -4 -0.03% Q4 2025 Feb 09, 2026
SONATA CAPITAL GROUP INC History Added to 14,224 3,012 1.09% 1.07% 471 +282 2.02% Q4 2025 Jan 26, 2026
OLIO Financial Planning History Reduced 14,048 2,975 0.83% 0.91% 472 -786 -5.3% Q4 2025 Jan 21, 2026
NorthLanding Financial Partners, LLC History Added to 14,039 2,973 2.39% 2.37% 473 +408 2.99% Q4 2025 Jan 26, 2026
55 North Private Wealth, LLC History New 13,857 2,934 0.77% — 474 +13,857 New Q4 2025 Jan 27, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 13,712 2,933 0.2% 0.22% 475 -72 -0.52% Q4 2025 Jan 15, 2026
CHRISTINE MESSMER PC History New 13,837 2,930 1.91% — 476 +13,837 New Q4 2025 Feb 03, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 13,776 2,917 0.46% 0.53% 477 -1,610 -10.46% Q4 2025 Jan 14, 2026
Opulen Financial Group LLC History Added to 13,704 2,902 2.11% 2.15% 478 +90 0.66% Q4 2025 Feb 10, 2026
Spire Wealth Management History Added to 13,672 2,895 0.1% 0.1% 479 +130 0.96% Q4 2025 Jan 14, 2026
FOSTER & MOTLEY INC History Reduced 13,629 2,887 0.15% 0.17% 480 -1,440 -9.56% Q4 2025 Jan 15, 2026
Vawter Financial, Ltd. History No change 13,607 2,881 1.22% 1.29% 481 0 0.0% Q4 2025 Feb 02, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 13,530 2,865 0.32% 0.36% 482 -1,418 -9.49% Q4 2025 Jan 08, 2026
Gibraltar Capital Management, Inc. History Added to 13,515 2,862 0.49% 0.48% 483 +799 6.28% Q4 2025 Feb 02, 2026
Financial Engines Advisors L.L.C. History Reduced 13,513 2,861 0.01% 0.01% 484 -83 -0.61% Q4 2025 Feb 12, 2026
Pillar Financial Advisors, LLC History No change 13,500 2,859 1.72% 1.77% 485 0 0.0% Q4 2025 Feb 02, 2026
CITIGROUP INC History Reduced 13,475 2,853 0.0% 0.0% 486 -7,329 -35.23% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 16,702 2,852 0.07% 0.07% 487 -1,254 -6.98% Q4 2025 Feb 11, 2026
Acropolis Investment Management, LLC History Added to 13,388 2,835 0.13% 0.13% 488 +280 2.14% Q4 2025 Jan 14, 2026
McKinley Carter Wealth Services, Inc. History Reduced 13,347 2,826 0.16% 0.15% 489 -336 -2.46% Q4 2025 Feb 06, 2026
Composition Wealth, LLC History Reduced 13,303 2,817 0.04% 0.04% 490 -602 -4.33% Q4 2025 Feb 02, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 13,174 2,790 0.06% 0.06% 491 -1,883 -12.51% Q4 2025 Feb 05, 2026
AMG National Trust Bank History Reduced 13,156 2,786 0.07% 0.07% 492 -80 -0.6% Q4 2025 Jan 30, 2026
Verity Asset Management, Inc. History Reduced 13,118 2,778 1.19% 2.02% 493 -16,580 -55.83% Q4 2025 Jan 30, 2026
Federation des caisses Desjardins du Quebec History Reduced 13,016 2,756 0.01% 0.01% 494 -55 -0.42% Q4 2025 Feb 12, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 12,952 2,743 0.31% 0.32% 495 +120 0.94% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 12,929 2,738 0.04% 0.04% 496 +543 4.38% Q4 2025 Feb 12, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 12,892 2,730 0.92% 0.99% 497 -341 -2.58% Q4 2025 Jan 20, 2026
O'ROURKE & COMPANY, Inc History Reduced 12,811 2,713 1.06% 1.13% 498 -118 -0.91% Q4 2025 Jan 28, 2026
Financial Freedom, LLC History Reduced 12,725 2,695 1.34% 1.41% 499 -852 -6.28% Q4 2025 Feb 17, 2026
Alpine Bank Wealth Management History No change 12,685 2,686 0.38% 0.37% 500 0 0.0% Q4 2025 Jan 15, 2026
Beaird Harris Wealth Management, LLC History Added to 12,619 2,672 0.18% 0.19% 501 +28 0.22% Q4 2025 Feb 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 12,591 2,666 0.06% 0.05% 502 +2,345 22.89% Q4 2025 Feb 05, 2026
LS Investment Advisors, LLC History Reduced 12,457 2,638 0.37% 0.37% 503 -221 -1.74% Q4 2025 Jan 26, 2026
Arista Wealth Management, LLC History Reduced 12,445 2,635 0.32% 0.35% 504 -1,165 -8.56% Q4 2025 Feb 09, 2026
Trust Co of the South History Reduced 12,402 2,626 0.42% 0.48% 505 -1,526 -10.96% Q4 2025 Jan 05, 2026
REBALANCE, LLC History Added to 12,287 2,602 0.15% 0.15% 506 +7 0.06% Q4 2025 Jan 15, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 12,187 2,581 0.69% 0.84% 507 -2,580 -17.47% Q4 2025 Feb 05, 2026
IVC Wealth Advisors LLC History Added to 12,186 2,580 1.12% 1.07% 508 +710 6.19% Q4 2025 Jan 16, 2026
Capital Advisors Wealth Management, LLC History Reduced 12,125 2,567 0.35% 0.36% 510 -62 -0.51% Q4 2025 Jan 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 12,125 2,567 0.16% 0.17% 509 +2 0.02% Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Reduced 12,064 2,554 0.05% 0.06% 511 -197 -1.61% Q4 2025 Feb 03, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 11,919 2,524 0.11% 0.11% 512 -444 -3.59% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 11,898 2,519 0.06% 0.06% 513 +1,356 12.86% Q4 2025 Feb 06, 2026
SouthState Bank Corp History Reduced 11,686 2,474 0.11% 0.12% 514 -362 -3.0% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Added to 11,657 2,468 0.01% 0.01% 515 +4,654 66.46% Q4 2025 Feb 09, 2026
Wealthspire Retirement, LLC History Added to 11,648 2,466 0.15% 0.14% 516 +1,041 9.81% Q4 2025 Feb 18, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 11,624 2,461 0.15% 0.12% 517 +2,271 24.28% Q4 2025 Feb 10, 2026
Plancorp, LLC History Reduced 11,553 2,446 0.07% 0.08% 518 -236 -2.0% Q4 2025 Feb 05, 2026
North Star Investment Management Corp. History Reduced 11,543 2,444 0.15% 0.16% 519 -407 -3.41% Q4 2025 Jan 30, 2026
Sterling Financial Planning, Inc. History Reduced 11,462 2,427 0.73% 0.75% 520 -2 -0.02% Q4 2025 Jan 27, 2026
Telos Capital Management, Inc. History Reduced 11,343 2,402 0.22% 0.23% 521 -274 -2.36% Q4 2025 Jan 22, 2026
Gradient Capital Advisors, LLC History Reduced 11,326 2,398 0.62% 0.65% 522 -230 -1.99% Q4 2025 Feb 06, 2026
Prospera Financial Services Inc History Reduced 11,280 2,394 0.04% 0.04% 523 -975 -7.96% Q4 2025 Feb 09, 2026
CLUNE & ASSOCIATES, LTD. History Added to 11,306 2,394 0.52% 0.58% 524 +263 2.38% Q4 2025 Feb 09, 2026
Nikulski Financial, Inc. History Reduced 11,271 2,387 0.57% 0.75% 525 -3,045 -21.27% Q4 2025 Jan 15, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 11,154 2,362 0.76% 0.46% 526 -2,363 -17.48% Q4 2025 Jan 27, 2026
Midwest Financial Group LLC History Added to 11,076 2,345 1.04% 1.09% 527 +126 1.15% Q4 2025 Jan 20, 2026
Mustard Seed Financial, LLC History Added to 11,048 2,339 1.47% 1.46% 528 +191 1.76% Q4 2025 Jan 23, 2026
SHAYNE & JACOBS, LLC History No change 10,942 2,317 0.7% 0.71% 529 0 0.0% Q4 2025 Jan 27, 2026
SEEDS INVESTOR LLC History Added to 10,940 2,316 0.44% 0.48% 530 +93 0.86% Q4 2025 Jan 27, 2026
FIDUCIARY ADVISORS, INC. History Added to 10,920 2,312 1.76% 1.79% 531 +279 2.62% Q4 2025 Jan 27, 2026
FIRST UNITED BANK & TRUST History Added to 10,832 2,294 0.73% 0.62% 532 +1,716 18.82% Q4 2025 Jan 21, 2026
Sage Mountain Advisors LLC History No change 10,797 2,286 0.12% 0.13% 533 0 0.0% Q4 2025 Jan 23, 2026
Simmons Bank History Reduced 10,684 2,262 0.15% 0.15% 534 -397 -3.58% Q4 2025 Feb 05, 2026
Matisse Capital History No change 10,652 2,255 1.01% 1.0% 535 0 0.0% Q4 2025 Jan 29, 2026
Powerhouse Assets LLC History New 10,622 2,249 1.98% — 536 +10,622 New Q4 2025 Jan 15, 2026
RoundAngle Advisors LLC History Added to 10,614 2,247 1.64% 1.67% 537 +297 2.88% Q4 2025 Jan 12, 2026
Monetary Solutions, Ltd History New 10,598 2,244 2.21% — 538 +10,598 New Q4 2025 Feb 23, 2026
WP Advisors, LLC History Reduced 10,550 2,234 0.56% 0.63% 539 -1,398 -11.7% Q4 2025 Jan 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 10,528 2,229 0.01% 0.01% 540 -135 -1.27% Q4 2025 Jan 30, 2026
Stratos Wealth Partners, LTD. History Added to 10,496 2,222 0.03% 0.03% 541 +65 0.62% Q4 2025 Jan 20, 2026
Arlington Financial Advisors, LLC History New 10,477 2,218 0.32% — 542 +10,477 New Q4 2025 Jan 12, 2026
Livet Wealth, LLC History New 10,438 2,210 1.36% — 543 +10,438 New Q4 2025 Feb 13, 2026
Coquina Private Wealth LLC History New 10,418 2,206 1.77% — 544 +10,418 New Q4 2025 Jan 29, 2026
SlateStone Wealth, LLC History Reduced 10,411 2,205 0.18% 0.19% 545 -124 -1.18% Q4 2025 Feb 11, 2026
CJM Wealth Advisers, Ltd. History Reduced 10,402 2,203 0.66% 0.67% 546 -65 -0.62% Q4 2025 Jan 23, 2026
Quotient Wealth Partners, LLC History Reduced 10,397 2,201 0.06% 0.06% 547 -319 -2.98% Q4 2025 Jan 22, 2026
BTC Capital Management, Inc. History Added to 10,313 2,184 0.15% 0.14% 548 +602 6.2% Q4 2025 Jan 15, 2026
Newton One Investments LLC History Added to 10,255 2,171 0.64% 0.63% 549 +34 0.33% Q4 2025 Jan 23, 2026
Advyzon Investment Management, LLC History Added to 10,241 2,169 0.25% 0.34% 550 +873 9.32% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 10,227 2,166 0.17% 0.18% 551 +79 0.78% Q4 2025 Feb 04, 2026
Family Legacy, Inc. History Added to 10,223 2,165 0.65% 0.64% 552 +198 1.98% Q4 2025 Feb 04, 2026
Probity Advisors, Inc. History Reduced 10,219 2,164 0.35% 0.36% 553 -308 -2.93% Q4 2025 Jan 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 10,188 2,157 0.03% 0.03% 554 -17 -0.17% Q4 2025 Jan 22, 2026
USAdvisors Wealth Management, LLC History Added to 10,123 2,143 0.71% 0.7% 555 +326 3.33% Q4 2025 Feb 05, 2026
Roundview Capital LLC History No change 10,032 2,124 0.13% 0.13% 556 0 0.0% Q4 2025 Feb 09, 2026
One Charles Private Wealth Services, LLC History Added to 10,004 2,118 0.55% 0.55% 557 +2 0.02% Q4 2025 Feb 06, 2026
Archford Capital Strategies, LLC History Reduced 9,997 2,117 0.25% 0.26% 558 -323 -3.13% Q4 2025 Jan 15, 2026
Fortitude Family Office, LLC History No change 10,000 2,117 0.49% 0.56% 559 0 0.0% Q4 2025 Jan 15, 2026
BESSEMER GROUP INC History Added to 9,990 2,116 0.0% 0.0% 560 +87 0.88% Q4 2025 Feb 05, 2026
OPTIMA CAPITAL LLC History Reduced 9,951 2,107 0.91% 1.21% 561 -1,948 -16.37% Q4 2025 Jan 23, 2026
Red Tortoise LLC History Added to 9,937 2,104 0.89% 0.68% 562 +2,372 31.35% Q4 2025 Jan 22, 2026
WAYSTONE ADVISORS LLC History New 9,925 2,102 1.8% — 564 +9,925 New Q4 2025 Feb 09, 2026
RMR Capital Management, LLC History Reduced 9,928 2,102 1.51% 1.57% 563 -823 -7.66% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Added to 9,905 2,097 0.05% 0.07% 565 +531 5.66% Q4 2025 Feb 05, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 9,885 2,093 0.3% 0.32% 566 -201 -1.99% Q4 2025 Feb 13, 2026
Center For Asset Management LLC History Reduced 9,815 2,078 1.09% 1.15% 567 -488 -4.74% Q4 2025 Jan 21, 2026
180 WEALTH ADVISORS, LLC History Reduced 9,731 2,060 0.23% 0.25% 568 -119 -1.21% Q4 2025 Jan 09, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 9,654 2,044 0.26% 0.27% 569 +473 5.15% Q4 2025 Feb 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 9,505 2,013 0.03% 0.03% 570 0 0.0% Q4 2025 Feb 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 9,481 2,007 0.11% 0.1% 571 +643 7.28% Q4 2025 Jan 13, 2026
Curtis Advisory Group, LLC History Added to 9,450 2,001 0.42% 0.45% 572 +38 0.4% Q4 2025 Jan 23, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 9,433 1,997 0.06% 0.06% 573 -20 -0.21% Q4 2025 Feb 03, 2026
Greenspring Advisors, LLC History Added to 9,423 1,995 0.12% 0.12% 574 +6,198 192.19% Q4 2025 Feb 10, 2026
IF Advisors, LLC History New 9,309 1,971 1.6% — 575 +9,309 New Q4 2025 Feb 10, 2026
Sowell Financial Services LLC History Reduced 9,274 1,964 0.07% 0.08% 576 -308 -3.21% Q4 2025 Jan 21, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 9,267 1,962 0.52% 0.76% 577 -3,680 -28.42% Q4 2025 Feb 06, 2026
Magnus Financial Group LLC History Reduced 9,200 1,948 0.15% 0.15% 578 -190 -2.02% Q4 2025 Jan 07, 2026
Walkner Condon Financial Advisors LLC History Reduced 9,172 1,942 0.27% 0.31% 579 -118 -1.27% Q4 2025 Jan 21, 2026
Triune Financial Partners, LLC History Reduced 8,701 1,941 0.45% 0.48% 580 -398 -4.37% Q4 2025 Feb 02, 2026
Financially in Tune, LLC History New 9,161 1,940 1.81% — 581 +9,161 New Q4 2025 Feb 27, 2026
Donalies Financial Planning, LLC History New 9,130 1,933 1.65% — 582 +9,130 New Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 9,124 1,932 0.14% 0.13% 583 -40 -0.44% Q4 2025 Feb 12, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 9,085 1,924 0.47% 0.9% 584 -9,937 -52.24% Q4 2025 Jan 08, 2026
Topsail Wealth Management, LLC History No change 9,071 1,921 0.28% 0.32% 585 0 0.0% Q4 2025 Feb 04, 2026
Shared Vision Wealth Group LLC History Added to 8,527 1,913 0.77% 0.51% 586 +2,778 48.32% Q4 2025 Feb 11, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 9,001 1,906 0.69% 0.73% 588 -202 -2.19% Q4 2025 Jan 27, 2026
Guidance Point Advisors, LLC History Added to 9,002 1,906 0.44% 0.45% 587 +55 0.61% Q4 2025 Feb 11, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 8,993 1,904 0.31% 0.34% 589 -728 -7.49% Q4 2025 Jan 07, 2026
O'Connor Financial Group LLC History Added to 8,487 1,904 0.76% 0.74% 590 +81 0.96% Q4 2025 Jan 26, 2026
CHILTON INVESTMENT CO INC. History No change 8,986 1,903 0.04% 0.04% 591 0 0.0% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Reduced 8,963 1,898 0.09% 0.09% 592 -45 -0.5% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 8,962 1,897 0.04% 0.04% 593 +67 0.75% Q4 2025 Feb 02, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 8,941 1,893 0.34% 0.32% 594 +500 5.92% Q4 2025 Jan 16, 2026
Pioneer Wealth Management Group History Added to 8,890 1,882 0.57% 0.59% 595 +194 2.23% Q4 2025 Jan 12, 2026
OFC FINANCIAL PLANNING, LLC History Added to 8,888 1,882 1.79% 1.8% 596 +175 2.01% Q4 2025 Feb 04, 2026
Kingsview Wealth Management, LLC History Added to 8,860 1,876 0.03% 0.03% 597 +431 5.11% Q4 2025 Feb 09, 2026
MB Generational Wealth, LLC History Added to 8,833 1,870 0.99% 1.12% 598 +406 4.82% Q4 2025 Feb 10, 2026
WESBANCO BANK INC History Reduced 8,826 1,869 0.05% 0.06% 599 -1,266 -12.54% Q4 2025 Feb 03, 2026
NorthRock Partners, LLC History Reduced 8,780 1,859 0.03% 0.03% 600 -361 -3.95% Q4 2025 Feb 17, 2026
Grove Bank & Trust History Reduced 8,702 1,842 0.21% 0.21% 601 -65 -0.74% Q4 2025 Jan 08, 2026
DUNCKER STREETT & CO INC History Reduced 8,662 1,834 0.33% 0.32% 602 -43 -0.49% Q4 2025 Jan 27, 2026
VANCE WEALTH, LLC History Reduced 8,630 1,827 0.54% 0.57% 603 -167 -1.9% Q4 2025 Feb 17, 2026
InvesTrust History Added to 8,583 1,817 0.7% 0.65% 604 +134 1.59% Q4 2025 Jan 14, 2026
Compton Wealth Advisory Group, LLC History No change 8,547 1,810 0.4% 0.41% 605 0 0.0% Q4 2025 Jan 13, 2026
Argent Trust Co History No change 8,483 1,796 0.06% 0.06% 606 0 0.0% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 8,462 1,792 0.08% 0.08% 607 +14 0.17% Q4 2025 Feb 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 8,453 1,790 0.83% — 608 +8,453 New Q4 2025 Feb 17, 2026
Breakwater Capital Group History Added to 8,448 1,789 0.25% 0.26% 609 +125 1.5% Q4 2025 Jan 09, 2026
Parkside Financial Bank & Trust History Added to 8,447 1,788 0.13% 0.11% 611 +1,860 28.24% Q4 2025 Feb 13, 2026
CHAPIN DAVIS, INC. History Added to 8,444 1,788 0.42% 0.43% 610 +33 0.39% Q4 2025 Jan 30, 2026
TRITONPOINT WEALTH, LLC History Reduced 8,442 1,787 0.18% 0.19% 612 -2,105 -19.96% Q4 2025 Jan 20, 2026
Windward Private Wealth Management Inc. History Reduced 8,412 1,781 0.62% 0.64% 613 -489 -5.49% Q4 2025 Feb 02, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 8,408 1,780 0.0% 0.0% 614 0 0.0% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 8,318 1,779 0.02% 0.01% 615 +3,750 82.09% Q4 2025 Feb 05, 2026
Payne Capital LLC History Reduced 8,346 1,767 1.8% 1.78% 616 -89 -1.06% Q4 2025 Jan 20, 2026
Paragon Capital Management Ltd History Reduced 8,335 1,765 0.35% 0.33% 617 -36 -0.43% Q4 2025 Jan 22, 2026
Jacobs Equity LLC History New 8,305 1,758 1.69% — 618 +8,305 New Q4 2025 Feb 19, 2026
Diversified Enterprises, LLC History Added to 8,293 1,756 0.1% 0.1% 619 +1,396 20.24% Q4 2025 Jan 28, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 7,827 1,756 1.17% 1.04% 620 +663 9.25% Q4 2025 Feb 17, 2026
Tranquility Partners, LLC History Reduced 8,271 1,751 0.63% 0.6% 621 -230 -2.71% Q4 2025 Feb 03, 2026
Vestwell Advisors, LLC History Added to 8,230 1,743 0.26% 0.54% 622 +1,012 14.02% Q4 2025 Feb 13, 2026
City State Bank History No change 8,183 1,733 0.47% 0.49% 623 0 0.0% Q4 2025 Jan 28, 2026
Strategic Blueprint, LLC History Added to 8,178 1,732 0.1% 0.06% 624 +1,530 23.01% Q4 2025 Jan 30, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 8,157 1,727 0.03% 0.03% 625 +377 4.85% Q4 2025 Feb 12, 2026
FINANCIAL COUNSELORS INC History Reduced 8,106 1,716 2.38% 3.64% 626 -5,017 -38.23% Q4 2025 Feb 03, 2026
Klingman & Associates, LLC History Added to 8,030 1,700 0.08% 0.04% 627 +4,144 106.64% Q4 2025 Jan 29, 2026
Stirlingshire Investments, Inc. History New 7,975 1,689 1.5% — 628 +7,975 New Q4 2025 Feb 11, 2026
SC&H Financial Advisors, Inc. History Added to 7,949 1,683 0.26% 0.25% 629 +624 8.52% Q4 2025 Jan 21, 2026
OneAscent Financial Services LLC History Added to 7,939 1,681 0.15% 0.03% 630 +6,890 656.82% Q4 2025 Feb 11, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 7,839 1,660 0.1% 0.09% 631 +1,221 18.45% Q4 2025 Feb 17, 2026
McGlone Suttner Wealth Management, Inc. History Reduced 7,821 1,656 0.22% 0.23% 632 -113 -1.42% Q4 2025 Jan 15, 2026
Monument Group Wealth Advisors, LLC History Reduced 7,805 1,653 0.9% 1.01% 633 -422 -5.13% Q4 2025 Jan 15, 2026
BOKF, NA History Reduced 7,773 1,646 0.03% 0.03% 634 -824 -9.58% Q4 2025 Feb 03, 2026
Clarity Capital Advisors, LLC History Added to 7,767 1,644 0.82% 0.87% 635 +68 0.88% Q4 2025 Feb 11, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 7,706 1,633 0.53% 0.96% 636 +264 3.55% Q4 2025 Jan 22, 2026
Focus Financial Network, Inc. History Reduced 7,649 1,619 0.06% 0.06% 637 -388 -4.83% Q4 2025 Jan 12, 2026
Alteri Wealth LLC History Added to 7,589 1,607 0.52% 0.51% 638 +442 6.18% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History Reduced 7,534 1,595 0.07% 0.07% 639 -414 -5.21% Q4 2025 Jan 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 7,499 1,588 0.12% 0.08% 640 +3,132 71.72% Q4 2025 Jan 07, 2026
Infinity Wealth Counsel, LLC History Added to 7,502 1,588 1.45% 1.48% 641 +175 2.39% Q4 2025 Jan 15, 2026
BigSur Wealth Management LLC History No change 7,466 1,581 0.38% 0.38% 642 0 0.0% Q4 2025 Jan 27, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 7,462 1,580 0.25% 0.25% 643 -194 -2.53% Q4 2025 Jan 23, 2026
Hardy Reed LLC History No change 7,436 1,574 0.11% 0.11% 644 0 0.0% Q4 2025 Feb 06, 2026
Baker Ellis Asset Management LLC History Added to 7,382 1,563 0.19% 0.18% 645 +236 3.3% Q4 2025 Jan 21, 2026
Michels Family Financial, LLC History Added to 7,378 1,562 1.15% 1.16% 646 +260 3.65% Q4 2025 Feb 19, 2026
BANK OF HAWAII History Reduced 7,371 1,561 0.08% 0.08% 647 -126 -1.68% Q4 2025 Mar 03, 2026
Soltis Investment Advisors LLC History Added to 7,368 1,560 0.1% 0.07% 648 +2,595 54.37% Q4 2025 Apr 02, 2026
SIMON QUICK ADVISORS, LLC History No change 7,299 1,545 0.07% 0.07% 649 0 0.0% Q4 2025 Jan 29, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,273 1,540 0.08% 0.09% 650 +21 0.29% Q4 2025 Jan 26, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 7,271 1,539 0.07% 0.09% 651 +234 3.33% Q4 2025 Jan 28, 2026
One Day In July LLC History Reduced 7,245 1,534 0.13% 0.13% 652 -5 -0.07% Q4 2025 Feb 04, 2026
BCS Wealth Management History Added to 7,237 1,532 0.15% 0.17% 653 +3,671 102.94% Q4 2025 Jan 26, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 7,210 1,527 0.33% 0.57% 654 -796 -9.94% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Reduced 7,178 1,520 0.02% 0.02% 655 -348 -4.62% Q4 2025 Jan 16, 2026
Ballentine Partners, LLC History Reduced 7,142 1,512 0.02% 0.02% 656 -64 -0.89% Q4 2025 Feb 03, 2026
3EDGE Asset Management, LP History Reduced 7,095 1,502 0.08% 0.09% 657 -385 -5.15% Q4 2025 Feb 06, 2026
Cooksen Wealth, LLC History Reduced 7,080 1,499 1.1% 1.15% 658 -297 -4.03% Q4 2025 Jan 20, 2026
Precision Wealth Strategies, LLC History Reduced 7,065 1,496 0.48% 0.54% 659 -901 -11.31% Q4 2025 Jan 30, 2026
Legacy Edge Advisors, LLC History New 7,016 1,485 0.16% — 660 +7,016 New Q4 2025 Feb 02, 2026
Asset Dedication, LLC History Added to 6,984 1,479 0.1% 0.1% 661 +117 1.7% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Added to 6,909 1,463 0.01% 0.01% 662 +428 6.6% Q4 2025 Feb 12, 2026
Forest Hill Capital, LLC History No change 6,900 1,461 0.75% 0.85% 663 0 0.0% Q4 2025 Feb 17, 2026
FULTON BANK, N.A. History No change 6,895 1,460 0.05% 0.05% 664 0 0.0% Q4 2025 Jan 08, 2026
Graetz Wealth LLC History New 6,881 1,457 1.33% — 667 +6,881 New Q4 2025 Feb 12, 2026
JT Stratford LLC History Added to 6,881 1,457 0.19% 0.12% 666 +2,610 61.11% Q4 2025 Feb 12, 2026
Intellectus Partners, LLC History Reduced 6,882 1,457 0.28% 0.3% 665 -500 -6.77% Q4 2025 Feb 10, 2026
BSW Wealth Partners History Reduced 6,860 1,452 0.17% 0.21% 668 -1,262 -15.54% Q4 2025 Jan 23, 2026
Evergreen Wealth Management, LLC History Reduced 6,830 1,446 0.73% 0.78% 669 -293 -4.11% Q4 2025 Feb 06, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 6,814 1,443 0.68% 0.68% 670 +3 0.04% Q4 2025 Feb 13, 2026
McNamara Financial Services, Inc. History Reduced 6,779 1,435 0.27% 0.27% 671 -178 -2.56% Q4 2025 Jan 21, 2026
GFS Advisors, LLC History No change 6,764 1,432 0.17% 0.18% 672 0 0.0% Q4 2025 Feb 11, 2026
ALESCO ADVISORS LLC History Added to 6,746 1,428 0.04% 0.04% 673 +281 4.35% Q4 2025 Jan 28, 2026
Aegis Wealth Management LLC History Reduced 6,735 1,426 0.81% 1.23% 674 -4,283 -38.87% Q4 2025 Jan 14, 2026
Genesis Financial Group, LLC History New 6,695 1,417 0.82% — 675 +6,695 New Q4 2025 Jan 16, 2026
Brand Asset Management Group, Inc. History Reduced 6,675 1,413 0.4% 0.48% 676 -1,515 -18.5% Q4 2025 Feb 11, 2026
WealthCare Investment Partners, LLC History Reduced 6,591 1,413 0.41% 0.45% 677 -98 -1.47% Q4 2025 Jan 06, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 6,667 1,412 0.02% 0.02% 678 +279 4.37% Q4 2025 Feb 09, 2026
DRAVO BAY LLC History Added to 6,665 1,411 0.59% 0.6% 679 +125 1.91% Q4 2025 Jan 27, 2026
Trilogy Capital Inc. History Added to 6,621 1,402 0.06% 0.04% 680 +2,663 67.28% Q4 2025 Jan 22, 2026
Coordinated Financial Services, Inc. History Added to 6,619 1,401 0.81% 0.86% 681 +192 2.99% Q4 2025 Feb 09, 2026
Newman Dignan & Sheerar, Inc. History Reduced 6,612 1,400 0.29% 0.3% 682 -52 -0.78% Q4 2025 Jan 22, 2026
Fortis Capital Advisors, LLC History Added to 6,614 1,400 0.21% 0.22% 683 +29 0.44% Q4 2025 Jan 27, 2026
PLANNING DIRECTIONS INC History Reduced 6,570 1,391 0.7% 0.72% 684 -12 -0.18% Q4 2025 Jan 21, 2026
ProVise Management Group, LLC History Reduced 6,548 1,386 0.1% 0.11% 685 -299 -4.37% Q4 2025 Jan 29, 2026
Trust Co History Added to 6,543 1,385 0.13% 0.11% 686 +1,153 21.39% Q4 2025 Jan 15, 2026
Friday Financial History Added to 6,526 1,382 0.49% 0.36% 687 +2,433 59.44% Q4 2025 Jan 09, 2026
Weitzel Financial Services, Inc. History Added to 6,403 1,373 0.53% 0.52% 688 +188 3.02% Q4 2025 Feb 03, 2026
CIBC WORLD MARKET INC. History Added to 6,473 1,370 0.0% 0.0% 689 +547 9.23% Q4 2025 Feb 10, 2026
Kovack Advisors, Inc. History Added to 6,447 1,365 0.06% 0.09% 691 +1,701 35.84% Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Reduced 6,446 1,365 0.04% 0.04% 690 -341 -5.02% Q4 2025 Jan 09, 2026
Dynamic Financial Group History Added to 6,434 1,362 1.16% 1.13% 692 +206 3.31% Q4 2025 Jan 26, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 6,426 1,360 0.31% 0.31% 693 +106 1.68% Q4 2025 Jan 12, 2026
Arbor Investment Advisors, LLC History Reduced 6,393 1,353 0.18% 0.17% 694 -56 -0.87% Q4 2025 Jan 23, 2026
Stembrook Asset Management, LLC History New 6,379 1,351 1.28% — 695 +6,379 New Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 6,378 1,350 0.04% 0.04% 696 +204 3.3% Q4 2025 Feb 13, 2026
BKM Wealth Management, LLC History Added to 6,317 1,337 0.49% 0.42% 697 +910 16.83% Q4 2025 Jan 29, 2026
1834 INVESTMENT ADVISORS CO History Reduced 6,301 1,334 0.17% 0.17% 698 -264 -4.02% Q4 2025 Jan 29, 2026
WEALTH ALLIANCE, LLC History Reduced 6,272 1,328 0.13% 0.14% 699 -415 -6.21% Q4 2025 Feb 13, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 6,250 1,323 0.11% 0.11% 700 -92 -1.45% Q4 2025 Feb 06, 2026
Robertson Stephens Wealth Management, LLC History Reduced 6,226 1,318 0.03% 0.04% 701 -55 -0.88% Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Reduced 6,201 1,313 0.15% 0.21% 702 -1,747 -21.98% Q4 2025 Jan 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 6,197 1,312 0.0% 0.0% 703 0 0.0% Q4 2025 Feb 17, 2026
UPTICK PARTNERS, LLC History Added to 6,189 1,310 0.28% 0.28% 704 +1,065 20.78% Q4 2025 Feb 02, 2026
Savvy Advisors, Inc. History Added to 6,173 1,307 0.04% 0.05% 705 +896 16.98% Q4 2025 Jan 20, 2026
Cove Private Wealth, LLC History No change 6,165 1,305 0.39% 0.41% 706 0 0.0% Q4 2025 Jan 23, 2026
Maridea Wealth Management LLC History Added to 6,151 1,302 0.2% 0.2% 708 +95 1.57% Q4 2025 Jan 08, 2026
Cadent Capital Advisors, LLC History Reduced 6,150 1,302 0.33% 0.34% 707 -2 -0.03% Q4 2025 Jan 13, 2026
FSA Investment Group, LLC History Added to 6,142 1,300 0.79% 0.8% 709 +5 0.08% Q4 2025 Jan 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 6,134 1,299 0.08% 0.08% 710 -631 -9.33% Q4 2025 Jan 20, 2026
Three Arch Wealth Management LLC History New 6,092 1,290 0.24% — 711 +6,092 New Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 6,084 1,288 0.0% 0.0% 712 +5,343 721.05% Q4 2025 Feb 13, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 6,064 1,284 0.5% 0.49% 713 +105 1.76% Q4 2025 Feb 17, 2026
Community Financial Services Group, LLC History Reduced 6,041 1,279 0.23% 0.29% 714 -1,568 -20.61% Q4 2025 Jan 15, 2026
Meridian Financial Advisors, LLC History Reduced 6,006 1,272 0.69% 0.72% 715 -120 -1.96% Q4 2025 Jan 23, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 5,996 1,269 0.61% 0.61% 716 -50 -0.83% Q4 2025 Feb 05, 2026
Texas Bank & Trust Co History Added to 5,972 1,264 0.46% 0.47% 717 +58 0.98% Q4 2025 Feb 06, 2026
VSM Wealth Advisory, LLC History Added to 5,917 1,252 0.38% 0.31% 719 +1,095 22.71% Q4 2025 Feb 06, 2026
Revisor Wealth Management LLC History Reduced 5,529 1,252 0.34% 0.4% 718 -93 -1.65% Q4 2025 Jan 27, 2026
Bruce G. Allen Investments, LLC History Added to 5,900 1,249 0.84% 0.8% 720 +526 9.79% Q4 2025 Feb 10, 2026
Total Wealth Planning, LLC History Reduced 5,862 1,241 2.66% 2.62% 721 -102,813 -94.61% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Reduced 5,862 1,241 0.0% 0.0% 722 -812 -12.17% Q4 2025 Feb 12, 2026
Insight Advisors, LLC/ PA History Reduced 5,818 1,232 0.19% 0.19% 723 -18 -0.31% Q4 2025 Feb 11, 2026
Indivisible Partners History New 5,799 1,228 0.13% — 724 +5,799 New Q4 2025 Feb 03, 2026
TRUE Private Wealth Advisors History Reduced 5,789 1,226 0.12% 0.13% 725 -525 -8.31% Q4 2025 Feb 13, 2026
Strategic Financial Partners, Ltd. History Reduced 5,775 1,223 0.53% 0.56% 726 -94 -1.6% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Reduced 5,766 1,221 0.03% 0.03% 727 -482 -7.71% Q4 2025 Jan 28, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 5,754 1,218 0.34% 0.4% 728 -302 -4.99% Q4 2025 Feb 10, 2026
Apriem Advisors History Reduced 5,745 1,216 0.11% 0.11% 729 -2 -0.03% Q4 2025 Feb 13, 2026
Harpswell Capital Advisors, LLC History Added to 5,736 1,214 0.96% 1.01% 731 +650 12.78% Q4 2025 Feb 11, 2026
WESCAP Management Group, Inc. History No change 5,736 1,214 0.25% 0.25% 730 0 0.0% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 5,700 1,207 0.0% 0.0% 732 -3,900 -40.63% Q4 2025 Feb 12, 2026
United Advisor Group, LLC History Added to 5,670 1,200 0.15% 0.16% 733 +5 0.09% Q4 2025 Jan 26, 2026
Mascagni Wealth Management, Inc. History Reduced 5,633 1,193 0.89% 0.95% 734 -286 -4.83% Q4 2025 Feb 11, 2026
Sherman Wealth Management LLC History New 5,597 1,185 1.03% — 735 +5,597 New Q4 2025 Jan 15, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 5,589 1,183 0.17% 0.17% 736 -40 -0.71% Q4 2025 Jan 14, 2026
Coastal Bridge Advisors, LLC History Added to 5,567 1,179 0.09% 0.08% 737 +680 13.91% Q4 2025 Feb 18, 2026
St. Louis Trust Co History No change 5,564 1,178 0.14% 0.14% 738 0 0.0% Q4 2025 Feb 09, 2026
Clear Point Advisors Inc. History Reduced 5,559 1,177 0.91% 0.94% 739 -265 -4.55% Q4 2025 Feb 10, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 5,552 1,175 0.26% 0.28% 740 +64 1.17% Q4 2025 Jan 09, 2026
Compass Financial Group, INC/SD History Added to 5,539 1,173 0.17% 0.17% 741 +58 1.06% Q4 2025 Jan 27, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 5,537 1,172 0.87% 0.94% 742 0 0.0% Q4 2025 Feb 10, 2026
Petix & Botte Co History Reduced 5,506 1,166 0.26% 0.29% 745 -462 -7.74% Q4 2025 Feb 05, 2026
GHP Investment Advisors, Inc. History Reduced 5,506 1,166 0.05% 0.05% 743 -46 -0.83% Q4 2025 Jan 27, 2026
Certified Advisory Corp History Added to 5,506 1,166 0.11% 0.11% 744 +37 0.68% Q4 2025 Jan 12, 2026
Topel & Distasi Wealth Management, LLC History No change 5,505 1,165 0.57% 0.57% 746 0 0.0% Q4 2025 Feb 09, 2026
MidAtlantic Capital Management, Inc. History No change 5,474 1,159 0.74% 0.78% 747 0 0.0% Q4 2025 Feb 10, 2026
Level Financial Advisors History Reduced 5,418 1,147 0.3% 0.34% 748 -319 -5.56% Q4 2025 Jan 26, 2026
TruNorth Capital Management, LLC History No change 5,382 1,139 0.22% 0.22% 749 0 0.0% Q4 2025 Feb 11, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 5,363 1,135 0.51% 0.53% 750 +54 1.02% Q4 2025 Jan 28, 2026
Resurgent Financial Advisors LLC History Added to 5,291 1,120 0.56% 0.53% 751 +71 1.36% Q4 2025 Feb 12, 2026
Main Street Financial Solutions, LLC History Reduced 5,286 1,119 0.08% 0.07% 752 -100 -1.86% Q4 2025 Feb 17, 2026
Iron Gate Global Advisors LLC History Added to 5,278 1,117 0.11% 0.11% 753 +78 1.5% Q4 2025 Feb 17, 2026
Meritas Wealth Management, LLC History Added to 5,277 1,117 0.54% 0.54% 754 +15 0.29% Q4 2025 Jan 14, 2026
Painted Porch Advisors LLC History New 5,266 1,115 0.45% — 755 +5,266 New Q4 2025 Mar 19, 2026
Bestgate Wealth Advisors, LLC History Added to 5,212 1,103 1.94% 1.64% 756 +769 17.31% Q4 2025 Jan 16, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 5,204 1,102 0.12% 0.13% 757 -41 -0.78% Q4 2025 Jan 14, 2026
Diversify Advisory Services, LLC History Added to 4,901 1,102 0.03% 0.03% 758 +3 0.06% Q4 2025 Jan 23, 2026
Grange Capital, LLC History Reduced 5,169 1,094 1.05% 1.08% 759 -184 -3.44% Q4 2025 Feb 03, 2026
John A. Wolfe & Associates, Inc. History New 5,164 1,093 0.59% — 760 +5,164 New Q4 2025 Mar 16, 2026
King Wealth Management Group History Reduced 5,149 1,091 0.13% 0.14% 761 -116 -2.2% Q4 2025 Feb 09, 2026
High Net Worth Advisory Group LLC History Reduced 5,125 1,085 0.25% 0.27% 762 -302 -5.56% Q4 2025 Jan 23, 2026
Dentgroup LLC History No change 5,111 1,082 0.74% 0.69% 763 0 0.0% Q4 2025 Jan 28, 2026
WEDBUSH SECURITIES INC History Added to 5,102 1,081 0.03% 0.03% 764 +243 5.0% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History No change 5,097 1,079 0.02% 0.02% 765 0 0.0% Q4 2025 Feb 06, 2026
Ballast Financial Advisors LLC History New 5,064 1,072 1.1% — 766 +5,064 New Q4 2025 Feb 17, 2026
American Financial Advisors, LLC History Added to 5,027 1,064 0.14% 0.13% 767 +41 0.82% Q4 2025 Feb 03, 2026
Pekin Hardy Strauss, Inc. History Added to 5,020 1,063 0.1% 0.1% 768 +190 3.93% Q4 2025 Jan 30, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 5,000 1,059 0.01% 0.0% 769 +2,000 66.67% Q4 2025 Feb 13, 2026
PURE PORTFOLIOS HOLDINGS LLC History No change 4,993 1,057 0.32% 0.33% 770 0 0.0% Q4 2025 Jan 30, 2026
McClarren Financial Advisors, Inc. History Added to 5,785 1,051 0.63% 0.7% 771 +646 12.57% Q4 2025 Jan 13, 2026
Principia Wealth Advisory, LLC History Reduced 4,961 1,050 0.66% 0.94% 772 -1,565 -23.98% Q4 2025 Feb 10, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 4,937 1,045 0.18% — 773 +4,936 493600.0% Q4 2025 Feb 10, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Reduced 4,925 1,043 0.65% 0.82% 774 -974 -16.51% Q4 2025 Feb 10, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 4,923 1,042 0.56% 0.59% 775 +24 0.49% Q4 2025 Jan 29, 2026
Net Worth Advisory Group History Added to 4,905 1,038 0.21% 0.08% 776 +3,651 291.15% Q4 2025 Jan 14, 2026
Visionary Wealth Advisors History Reduced 4,883 1,034 0.05% 0.05% 777 -182 -3.59% Q4 2025 Feb 13, 2026
RFP Financial Group LLC History No change 4,880 1,033 0.49% 0.41% 778 0 0.0% Q4 2025 Feb 13, 2026
LongView Wealth Management History Reduced 4,608 1,022 0.25% 0.27% 779 -120 -2.54% Q4 2025 Jan 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 4,825 1,021 0.15% 0.17% 780 -439 -8.34% Q4 2025 Feb 03, 2026
Fermata Advisors, LLC History Reduced 4,820 1,020 0.24% 0.26% 782 -184 -3.68% Q4 2025 Jan 08, 2026
Kathmere Capital Management, LLC History Added to 4,817 1,020 0.07% 0.07% 781 +39 0.82% Q4 2025 Jan 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 4,809 1,018 0.08% 0.07% 783 -297 -5.82% Q4 2025 Jan 23, 2026
Saxony Capital Management, LLC History Added to 4,797 1,015 0.62% 0.53% 784 +947 24.6% Q4 2025 Jan 15, 2026
Mesirow Financial Investment Management, Inc. History Reduced 4,791 1,014 0.02% 0.02% 785 -1,608 -25.13% Q4 2025 Feb 05, 2026
Schwallier Wealth Management LLC History Reduced 4,543 1,013 0.65% 0.74% 786 -1,150 -20.2% Q4 2025 Feb 11, 2026
Asempa Wealth Advisors History New 4,780 1,012 0.87% — 787 +4,780 New Q4 2025 Jan 08, 2026
KEB ASSET MANAGEMENT, LLC History Reduced 4,725 1,000 0.2% 0.22% 788 -80 -1.66% Q4 2025 Jan 09, 2026
Spinnaker Investment Group, LLC History Added to 4,706 996 0.18% 0.14% 789 +1,067 29.32% Q4 2025 Jan 12, 2026
Providence Capital Advisors, LLC History Reduced 4,698 994 0.17% 0.18% 790 -209 -4.26% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 4,681 991 0.02% 0.02% 791 +578 14.09% Q4 2025 Feb 03, 2026
Sagace Wealth Management LLC History Added to 4,683 991 0.67% 0.66% 792 +41 0.88% Q4 2025 Feb 02, 2026
Retirement Planning Group, LLC History Reduced 4,668 988 0.03% 0.04% 793 -657 -12.34% Q4 2025 Feb 03, 2026
Octavia Wealth Advisors, LLC History Reduced 4,663 987 0.09% 0.11% 794 -405 -7.99% Q4 2025 Jan 23, 2026
Baldwin Investment Management, LLC History Reduced 4,654 985 0.11% 0.11% 795 -87 -1.84% Q4 2025 Feb 13, 2026
Cypress Point Wealth Management, LLC History Added to 4,643 983 0.21% 0.2% 796 +22 0.48% Q4 2025 Feb 02, 2026
Burns Matteson Capital Management, LLC History Reduced 4,633 981 0.34% 0.39% 797 -150 -3.14% Q4 2025 Jan 15, 2026
Capital Analysts, LLC History Reduced 4,612 977 0.03% 0.03% 798 -215 -4.45% Q4 2025 Feb 11, 2026
Beacon Financial Advisory LLC History Reduced 4,600 974 0.23% 0.22% 799 -33 -0.71% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 4,588 971 0.04% 0.04% 800 +123 2.75% Q4 2025 Feb 06, 2026