VANGUARD SCOTTSDALE FUNDS - VCSH

Detailed investor-level table based on 13F positions.

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 71,249,778 5,680,744 0.41% 0.38% 1 +2,051,450 2.96% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 19,425,956 1,548,831 0.09% 0.09% 2 +260,009 1.36% Q4 2025 Feb 13, 2026
PRUDENTIAL PLC History Added to 13,488,580 1,075,444 8.53% 7.3% 3 +1,063,112 8.56% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 6,916,463 551,449 0.16% 0.15% 4 +186,129 2.77% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Reduced 6,313,608 503,383 0.09% 0.1% 5 -27,982 -0.44% Q4 2025 Feb 13, 2026
NEPC LLC History Added to 5,763,304 459,508 9.79% 10.54% 6 +752,893 15.03% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 5,363,895 427,663 0.07% 0.07% 7 +67,797 1.28% Q4 2025 Jan 29, 2026
BARINGS LLC History No change 5,108,527 407,302 7.51% 7.77% 8 0 0.0% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 5,085,942 405,501 0.07% 9 +5,085,942 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,792,674 302,389 0.09% 0.09% 10 +150,319 4.13% Q4 2025 Feb 18, 2026
Sequoia Financial Advisors, LLC History Added to 3,449,814 275,053 1.53% 1.61% 11 +137,383 4.15% Q4 2025 Feb 03, 2026
LPL Financial LLC History Added to 3,412,035 272,041 0.07% 0.08% 12 +66,477 1.99% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 3,285,589 261,960 0.03% 0.03% 13 +190,432 6.15% Q4 2025 Mar 25, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 3,217,558 256,535 0.21% 14 +3,217,558 New Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Added to 2,972,914 237,030 0.45% 0.45% 15 +18,146 0.61% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 2,936,182 234,101 0.04% 0.04% 16 +154,430 5.55% Q4 2025 Feb 10, 2026
MATHER GROUP, LLC. History Added to 2,691,371 214,583 2.21% 2.05% 17 +154,954 6.11% Q4 2025 Jan 13, 2026
AMERIPRISE FINANCIAL INC History Added to 2,669,341 212,849 0.05% 0.05% 18 +204,345 8.29% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 2,429,096 193,671 3.45% 3.74% 19 +92,483 3.96% Q4 2025 Jan 16, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,243,553 178,878 0.11% 0.1% 20 +355,023 18.8% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 2,115,709 168,534 0.23% 0.11% 21 +1,274,252 151.43% Q4 2025 Mar 09, 2026
Janney Montgomery Scott LLC History Added to 2,100,506 167,473 0.38% 0.39% 22 +50,513 2.46% Q4 2025 Feb 11, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 1,979,951 158,177 1.1% 0.98% 23 +381,983 23.9% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 1,742,393 138,920 0.2% 0.2% 24 +186,055 11.95% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 1,701,641 135,671 0.18% 0.18% 25 +44,826 2.71% Q4 2025 Feb 02, 2026
South Dakota Investment Council History New 1,638,348 130,625 2.49% 26 +1,638,348 New Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 1,542,544 122,987 0.01% 0.01% 27 +83,428 5.72% Q4 2025 Feb 11, 2026
WestEnd Advisors, LLC History Added to 1,416,513 112,939 2.63% 2.6% 28 +26,149 1.88% Q4 2025 Jan 27, 2026
Align Financial, LLC History New 111,383 111,383 0.06% 29 +111,383 New Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 1,362,424 108,626 0.62% 0.53% 30 +305,120 28.86% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 1,355,733 108,092 0.12% 0.12% 31 +405,126 42.62% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 1,255,143 100,072 0.11% 0.11% 32 +70,724 5.97% Q4 2025 Feb 17, 2026
Creative Planning History Added to 1,227,371 97,858 0.07% 0.07% 33 +106,226 9.47% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,215,114 96,881 0.09% 0.07% 34 +215,215 21.52% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History Added to 1,177,936 93,916 5.13% 3.69% 35 +379,224 47.48% Q4 2025 Jan 30, 2026
Strategic Financial Services, Inc. History Added to 1,166,674 93,182 4.3% 4.24% 36 +109,976 10.41% Q4 2025 Feb 09, 2026
Steele Capital Management, Inc. History Added to 1,163,215 92,743 3.98% 3.92% 37 +58,021 5.25% Q4 2025 Jan 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 1,127,354 89,883 0.32% 0.31% 38 +37,794 3.47% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 1,063,335 84,779 0.91% 1.08% 39 +166,083 18.51% Q4 2025 Jan 23, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,032,269 82,302 0.03% 0.03% 40 -104,758 -9.21% Q4 2025 Feb 12, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 1,026,042 81,806 1.65% 1.62% 41 +37,073 3.75% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 1,007,033 80,291 0.22% 0.09% 42 +624,795 163.46% Q4 2025 Jan 26, 2026
Hilton Capital Management, LLC History Reduced 992,612 79,140 5.96% 6.46% 43 -5,946 -0.6% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 980,506 78,175 0.01% 0.01% 44 +9,270 0.95% Q4 2025 Feb 13, 2026
Busey Bank History Added to 968,022 77,180 2.03% 2.02% 45 +62,648 6.92% Q4 2025 Jan 27, 2026
Smithfield Trust Co History Reduced 960,454 76,599 3.39% 3.44% 46 -1,834 -0.19% Q4 2025 Feb 09, 2026
Stonebridge Capital Advisors LLC History Added to 949,785 75,726 5.25% 5.2% 47 +38,524 4.23% Q4 2025 Feb 12, 2026
Modera Wealth Management, LLC History Reduced 913,153 72,805 0.84% 0.86% 48 -17,500 -1.88% Q4 2025 Jan 21, 2026
Kohmann Bosshard Financial Services, LLC History Added to 881,142 70,342 6.29% 6.69% 49 +65,449 8.02% Q4 2025 Jan 30, 2026
Rockbridge Investment Management, LCC History Added to 879,717 70,139 6.52% 6.41% 50 +67,374 8.29% Q4 2025 Feb 04, 2026
RiverFront Investment Group, LLC History Added to 870,638 69,416 1.14% 1.21% 51 +6,077 0.7% Q4 2025 Feb 05, 2026
Resonant Capital Advisors, LLC History Added to 863,328 68,833 3.78% 3.83% 52 +40,526 4.93% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 850,025 67,772 0.35% 53 +850,025 New Q4 2025 Feb 18, 2026
Baird Financial Group, Inc. History Added to 849,724 67,748 0.11% 0.09% 54 +161,989 23.55% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 882,829 67,281 1.49% 1.57% 55 +21,577 2.51% Q4 2025 Feb 04, 2026
OSAIC HOLDINGS, INC. History Added to 822,535 65,590 0.1% 0.09% 56 +37,535 4.78% Q4 2025 Feb 17, 2026
BlueSky Wealth Advisors, LLC History Added to 822,153 65,550 8.64% 8.3% 57 +52,188 6.78% Q4 2025 Jan 26, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 821,288 65,481 2.67% 2.47% 58 +86,999 11.85% Q4 2025 Jan 16, 2026
Lutz Financial Services LLC History Added to 819,525 65,340 4.44% 4.31% 59 +73,823 9.9% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Added to 818,555 65,263 0.35% 0.35% 60 +8,107 1.0% Q4 2025 Jan 12, 2026
Quantum Financial Planning Services, Inc. History Added to 808,104 64,430 23.35% 25.35% 61 +23,864 3.04% Q4 2025 Jan 15, 2026
Mariner, LLC History Added to 780,501 62,229 0.07% 0.08% 62 +15,426 2.02% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 775,950 61,866 0.08% 0.09% 63 -67,405 -7.99% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 731,349 58,310 0.1% 0.09% 64 +177,692 32.09% Q4 2025 Mar 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 710,963 56,685 0.74% 0.76% 65 -5,776 -0.81% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Added to 685,058 54,619 0.6% 0.59% 66 +37,016 5.71% Q4 2025 Feb 02, 2026
North Star Investment Management Corp. History Added to 663,614 52,909 3.32% 3.13% 67 +54,828 9.01% Q4 2025 Jan 30, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 662,912 52,853 0.03% 0.03% 68 +1,968 0.3% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History Reduced 661,825 52,767 0.17% 0.18% 69 -12,485 -1.85% Q4 2025 Jan 15, 2026
Capital Investment Services of America, Inc. History Added to 654,689 52,198 4.93% 4.58% 70 +9,057 1.4% Q4 2025 Jan 29, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 642,407 51,219 0.03% 0.03% 71 -172,297 -21.15% Q4 2025 Feb 02, 2026
BARCLAYS PLC History Added to 633,761 50,529 0.01% 0.0% 72 +615,000 3278.08% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 633,324 50,494 1.08% 1.2% 73 -31,119 -4.68% Q4 2025 Feb 05, 2026
Liquid Strategies, LLC History Reduced 631,652 50,361 10.96% 10.7% 74 -18,125 -2.79% Q4 2025 Jan 27, 2026
Eaton-Cambridge Inc. History Added to 618,534 49,315 16.18% 15.94% 75 +45,306 7.9% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Reduced 614,077 48,954 8.97% 9.41% 76 -6,915 -1.11% Q4 2025 Jan 29, 2026
HighTower Advisors, LLC History Added to 608,850 48,543 0.05% 0.05% 77 +45,173 8.01% Q4 2025 Feb 06, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 607,216 48,413 0.37% 0.35% 78 +93,162 18.12% Q4 2025 Jan 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 603,041 48,080 0.07% 0.08% 79 -5,079 -0.84% Q4 2025 Feb 18, 2026
Trans-Canada Capital Inc. History No change 603,024 48,079 2.77% 2.93% 80 0 0.0% Q4 2025 Feb 09, 2026
PROFFITT & GOODSON INC History Added to 593,862 47,348 6.6% 6.36% 81 +39,507 7.13% Q4 2025 Jan 27, 2026
STEPHENS INC /AR/ History Reduced 576,507 45,964 0.57% 0.62% 82 -29,281 -4.83% Q4 2025 Feb 05, 2026
BCK Partners, Inc. History Added to 554,016 44,171 23.87% 23.05% 83 +18,524 3.46% Q4 2025 Jan 28, 2026
William Mack & Associates, Inc. History Added to 544,662 43,425 20.44% 20.6% 84 +65,376 13.64% Q4 2025 Feb 09, 2026
John A. Wolfe & Associates, Inc. History New 543,043 43,296 23.38% 85 +543,043 New Q4 2025 Mar 16, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 526,912 42,010 9.44% 9.03% 86 +40,006 8.22% Q4 2025 Jan 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 518,534 41,342 0.02% 0.02% 87 -34,570 -6.25% Q4 2025 Feb 10, 2026
Johnson Bixby & Associates, LLC History Added to 512,807 40,886 5.07% 4.51% 88 +73,008 16.6% Q4 2025 Jan 14, 2026
Zurich Insurance Group Ltd/FI History No change 512,721 40,879 0.28% 0.29% 89 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 510,154 40,674 0.01% 0.01% 90 +17,069 3.46% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 505,068 40,269 0.1% 0.1% 91 +17,771 3.65% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 493,398 39,392 0.05% 0.05% 92 +46,760 10.47% Q4 2025 Jan 08, 2026
Allen Investment Management, LLC History Added to 494,036 39,389 0.44% 0.43% 93 +14,897 3.11% Q4 2025 Feb 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 492,687 39,281 2.49% 2.49% 94 +15,319 3.21% Q4 2025 Jan 23, 2026
FIDELIS iM, LLC History Added to 481,717 38,407 14.91% 5.79% 95 +368,407 325.13% Q4 2025 Jan 23, 2026
Wealthspire Advisors, LLC History Added to 465,783 37,136 0.3% 0.18% 96 +40,033 9.4% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 456,427 36,390 0.26% 0.26% 97 +11,556 2.6% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Reduced 453,278 36,137 0.05% 0.1% 98 -226,102 -33.28% Q4 2025 Feb 13, 2026
Efficient Advisors, LLC History Added to 444,994 35,479 2.07% 1.98% 99 +6,038 1.38% Q4 2025 Jan 21, 2026
Sunburst Financial Group, LLC History Added to 441,743 35,220 7.13% 7.25% 100 +11,153 2.59% Q4 2025 Jan 21, 2026
American Money Management, LLC History Added to 438,852 34,989 5.5% 5.62% 101 +17,349 4.12% Q4 2025 Feb 10, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 426,252 34,019 9.39% 8.3% 102 +85,673 25.16% Q4 2025 Jan 14, 2026
American Financial Advisors, LLC History Added to 422,689 33,701 4.35% 4.27% 103 +7,653 1.84% Q4 2025 Feb 03, 2026
Allworth Financial LP History New 418,714 33,384 0.14% 104 +418,714 New Q4 2025 Feb 05, 2026
Quaker Wealth Management, LLC History Added to 413,405 32,960 10.44% 10.67% 105 +3,069 0.75% Q4 2025 Jan 28, 2026
Marks Wealth, LLC History New 411,182 32,783 10.97% 106 +411,182 New Q4 2025 Feb 02, 2026
Fischer Financial Services, Inc. History Added to 410,608 32,737 8.66% 8.63% 107 +9,600 2.39% Q4 2025 Feb 06, 2026
iA Global Asset Management Inc. History Added to 410,279 32,712 0.42% 0.44% 108 +7,384 1.83% Q4 2025 Feb 05, 2026
1834 INVESTMENT ADVISORS CO History Added to 407,772 32,511 4.08% 3.83% 109 +16,912 4.33% Q4 2025 Jan 29, 2026
OLD NATIONAL BANCORP /IN/ History Added to 405,781 32,352 0.54% 0.52% 110 +22,631 5.91% Q4 2025 Jan 28, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 405,068 32,296 1.02% 1.03% 111 +10,229 2.59% Q4 2025 Jan 30, 2026
Rothschild Wealth LLC History Added to 401,558 32,016 3.08% 0.11% 112 +395,395 6415.63% Q4 2025 Feb 17, 2026
Goodman Financial Corp History Added to 395,312 31,518 5.97% 5.63% 113 +33,574 9.28% Q4 2025 Jan 08, 2026
Apella Capital, LLC History Added to 394,423 31,447 0.62% 0.65% 114 +27,253 7.42% Q4 2025 Jan 21, 2026
Cambridge Investment Research Advisors, Inc. History Added to 394,072 31,419 0.08% 0.08% 115 +13,523 3.55% Q4 2025 Feb 05, 2026
Neuberger Berman Group LLC History Reduced 393,283 31,356 0.02% 0.02% 116 -207 -0.05% Q4 2025 Feb 13, 2026
Adaptive Financial Consulting, LLC History Reduced 389,790 31,077 12.09% 12.53% 117 -2,267 -0.58% Q4 2025 Feb 11, 2026
Wolff Financial Management LLC History Added to 385,423 30,729 6.91% 6.82% 118 +18,016 4.9% Q4 2025 Feb 06, 2026
Montis Financial, LLC History Added to 382,664 30,509 6.03% 6.63% 119 +23,084 6.42% Q4 2025 Feb 11, 2026
Zhang Financial LLC History Added to 382,608 30,505 1.14% 1.14% 120 +31,581 9.0% Q4 2025 Feb 10, 2026
Howard Capital Management Group, LLC History Reduced 369,869 29,489 1.86% 1.87% 121 -235 -0.06% Q4 2025 Jan 16, 2026
White Lighthouse Investment Management Inc. History Added to 365,920 29,174 4.07% 4.3% 122 +12,976 3.68% Q4 2025 Feb 09, 2026
ALBION FINANCIAL GROUP /UT History Added to 354,987 28,303 1.76% 1.69% 123 +3,957 1.13% Q4 2025 Jan 21, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 352,796 28,128 0.08% 0.09% 124 +12,840 3.78% Q4 2025 Jan 26, 2026
&PARTNERS History Reduced 347,658 27,729 0.15% 0.18% 125 -517 -0.15% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Reduced 338,884 27,019 0.22% 0.27% 126 -2,133 -0.63% Q4 2025 Feb 17, 2026
Bath Savings Trust Co History Reduced 338,426 26,982 2.69% 2.7% 127 -2,933 -0.86% Q4 2025 Jan 12, 2026
HOWE & RUSLING INC History Added to 338,156 26,961 1.78% 1.71% 128 +26,406 8.47% Q4 2025 Feb 17, 2026
McCarthy Asset Management, Inc. History New 335,478 26,747 13.96% 129 +335,478 New Q4 2025 Feb 03, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 330,128 26,321 0.05% 0.06% 130 -15,934 -4.6% Q4 2025 Feb 17, 2026
Towneley Capital Management, Inc / DE History Added to 326,904 26,064 5.5% 5.61% 131 +3,964 1.23% Q4 2025 Jan 30, 2026
Tower Research Capital LLC (TRC) History Added to 324,897 25,904 0.63% 0.34% 132 +172,240 112.83% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 324,000 25,832 0.06% 0.06% 133 0 0.0% Q4 2025 Feb 17, 2026
Baskin Financial Services Inc. History Added to 314,250 25,055 1.89% 1.83% 134 +3,518 1.13% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 311,101 24,804 0.31% 0.32% 135 +1,232 0.4% Q4 2025 Jan 29, 2026
Hardy Reed LLC History Added to 310,054 24,720 1.76% 1.52% 136 +52,315 20.3% Q4 2025 Feb 06, 2026
Graves Light Lenhart Wealth, Inc. History Added to 309,395 24,668 2.62% 2.61% 137 +15,621 5.32% Q4 2025 Jan 09, 2026
HRT FINANCIAL LP History New 309,262 24,657 0.08% 138 +309,262 New Q4 2025 Feb 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 308,422 24,590 1.55% 1.34% 139 +58,161 23.24% Q4 2025 Feb 06, 2026
Coyle Financial Counsel LLC History Added to 302,588 24,125 5.16% 5.38% 140 +10,847 3.72% Q4 2025 Feb 10, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 302,157 24,091 4.36% 5.59% 141 -69,581 -18.72% Q4 2025 Jan 14, 2026
Wescott Financial Advisory Group, LLC History Reduced 302,121 24,088 2.1% 2.19% 142 -3,652 -1.19% Q4 2025 Feb 12, 2026
Rodgers & Associates, LTD History Added to 301,520 24,040 2.43% 2.25% 143 +28,311 10.36% Q4 2025 Jan 22, 2026
JBGlobal.com LLC History Added to 296,123 23,609 29.72% 22.99% 144 +13,723 4.86% Q4 2025 Jan 06, 2026
CIBC Private Wealth Group LLC History Reduced 292,300 23,305 0.04% 0.04% 145 -1,583 -0.54% Q4 2025 Feb 12, 2026
PITTENGER & ANDERSON INC History Added to 290,949 23,197 0.89% 0.79% 146 +21,151 7.84% Q4 2025 Feb 02, 2026
Beacon Financial Strategies CORP History Added to 288,512 23,003 12.84% 13.44% 147 +3,551 1.25% Q4 2025 Jan 12, 2026
BCS Wealth Management History Added to 288,032 22,965 2.32% 2.28% 148 +161,696 127.99% Q4 2025 Jan 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 286,134 22,820 0.04% 0.02% 149 +127,679 80.58% Q4 2025 Feb 05, 2026
Longview Financial Advisors LLC History Added to 284,764 22,704 12.52% 12.89% 150 +4,944 1.77% Q4 2025 Jan 14, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 282,748 22,543 3.51% 3.44% 151 +11,840 4.37% Q4 2025 Jan 23, 2026
ShankerValleau Wealth Advisors, Inc. History Added to 282,239 22,502 6.1% 5.48% 152 +15,263 5.72% Q4 2025 Jan 06, 2026
Beacon Pointe Advisors, LLC History Reduced 281,622 22,453 0.16% 0.19% 153 -3,791 -1.33% Q4 2025 Feb 18, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 280,664 22,377 7.57% 8.06% 154 -1,049 -0.37% Q4 2025 Jan 20, 2026
WBH ADVISORY INC History Added to 273,520 21,807 1.61% 1.56% 155 +18,483 7.25% Q4 2025 Jan 26, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 271,827 21,672 1.37% 1.38% 156 +5,933 2.23% Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History Added to 268,609 21,416 5.12% 4.89% 157 +31,629 13.35% Q4 2025 Jan 12, 2026
WESCAP Management Group, Inc. History Added to 267,565 21,333 4.32% 3.72% 158 +45,956 20.74% Q4 2025 Feb 11, 2026
KWMG, LLC History Added to 262,254 20,909 1.8% 1.77% 159 +9,060 3.58% Q4 2025 Jan 16, 2026
Bear Mountain Capital, Inc. History Added to 260,660 20,800 6.71% 6.95% 160 +1,479 0.57% Q4 2025 Jan 22, 2026
VSM Wealth Advisory, LLC History Added to 259,590 20,686 6.21% 0.02% 161 +258,293 19914.65% Q4 2025 Feb 06, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 258,316 20,595 8.07% 13.14% 162 -155,909 -37.64% Q4 2025 Jan 07, 2026
Unison Advisors LLC History Added to 257,919 20,563 1.8% 1.82% 163 +8,792 3.53% Q4 2025 Jan 21, 2026
Greenspring Advisors, LLC History Added to 256,891 20,481 1.26% 0.52% 164 +219,967 595.73% Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History Reduced 254,475 20,289 0.01% 0.01% 165 -50,956 -16.68% Q4 2025 Feb 09, 2026
FIRST NATIONAL TRUST CO History Added to 254,341 20,278 0.68% 0.66% 166 +14,653 6.11% Q4 2025 Feb 09, 2026
Firestone Capital Management History Added to 253,926 20,245 4.29% 4.08% 167 +17,580 7.44% Q4 2025 Feb 09, 2026
ALERUS FINANCIAL NA History New 253,508 20,212 0.99% 168 +253,508 New Q4 2025 Feb 13, 2026
Matrix Trust Co History Added to 247,837 19,760 3.26% 3.07% 169 +2,604 1.06% Q4 2025 Jan 13, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 246,337 19,640 3.48% 3.3% 170 +24,268 10.93% Q4 2025 Feb 17, 2026
Paulson Wealth Management Inc. History Added to 245,899 19,605 4.53% 4.09% 171 +29,652 13.71% Q4 2025 Feb 05, 2026
Hiley Hunt Wealth Management History Added to 243,222 19,392 8.68% 8.05% 172 +29,087 13.58% Q4 2025 Jan 06, 2026
EverSource Wealth Advisors, LLC History Added to 238,835 19,042 0.7% 0.74% 173 +3,910 1.66% Q4 2025 Feb 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 238,760 19,036 0.53% 0.47% 174 +30,100 14.43% Q4 2025 Feb 03, 2026
Marion Wealth Management History Added to 236,999 18,924 4.21% 4.32% 175 +9,057 3.97% Q4 2025 Jan 26, 2026
Essex LLC History Reduced 232,201 18,513 3.28% 4.14% 176 -53,970 -18.86% Q4 2025 Jan 20, 2026
Northwest Bancshares, Inc. History Reduced 230,635 18,388 3.55% 4.82% 177 -132,608 -36.51% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 230,028 18,340 0.07% 0.09% 178 -6,137 -2.6% Q4 2025 Feb 18, 2026
Integrity Advisory Solutions, LLC History Reduced 229,363 18,287 2.63% 2.97% 179 -3,295 -1.42% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 228,878 18,248 0.47% 0.47% 180 -3,187 -1.37% Q4 2025 Jan 07, 2026
Employees' Retirement Fund of the City of Fort Worth History Reduced 226,264 18,040 8.07% 10.96% 181 -39,200 -14.77% Q4 2025 Feb 11, 2026
COMERICA BANK History Reduced 226,086 18,025 0.07% 0.07% 182 -20,948 -8.48% Q4 2025 Jan 29, 2026
Mason & Associates Inc History Added to 223,426 17,813 3.35% 3.34% 183 +16,205 7.82% Q4 2025 Feb 05, 2026
Wealth Management Nebraska History Added to 223,101 17,787 2.03% 2.08% 184 +4,576 2.09% Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Added to 221,157 17,632 0.57% 0.5% 185 +4,451 2.05% Q4 2025 Jan 09, 2026
PRINCIPAL SECURITIES, INC. History Added to 220,883 17,610 0.27% 0.25% 186 +33,909 18.14% Q4 2025 Feb 12, 2026
Hassell Wealth Management, LLC History Added to 220,574 17,592 5.88% 5.93% 187 +6,854 3.21% Q4 2025 Jan 26, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 219,043 17,464 1.14% 1.04% 188 +29,905 15.81% Q4 2025 Feb 05, 2026
Whelan Financial History Added to 218,538 17,423 5.44% 5.41% 189 +4,921 2.3% Q4 2025 Feb 02, 2026
Wealthspire Retirement, LLC History Added to 215,866 17,210 1.05% 1.04% 190 +12,748 6.28% Q4 2025 Feb 18, 2026
TL Private Wealth History Added to 212,662 16,961 6.53% 6.66% 191 +4,725 2.27% Q4 2025 Jan 12, 2026
Rakuten Investment Management, Inc. History No change 210,559 16,819 0.06% 0.06% 192 0 0.0% Q4 2025 Feb 17, 2026
Curbstone Financial Management Corp History Added to 210,916 16,816 3.22% 3.13% 193 +6,900 3.38% Q4 2025 Jan 23, 2026
Stone Summit Wealth LLC History Added to 207,820 16,569 4.49% 3.94% 194 +33,989 19.55% Q4 2025 Jan 27, 2026
PATTEN & PATTEN INC/TN History Added to 207,776 16,565 0.97% 0.91% 195 +13,500 6.95% Q4 2025 Feb 03, 2026
Foundation Wealth Management, LLC\PA History Added to 204,785 16,327 5.92% 5.14% 196 +38,862 23.42% Q4 2025 Jan 15, 2026
Horizon Investment Services, LLC History Added to 202,098 16,113 5.8% 5.41% 197 +22,743 12.68% Q4 2025 Feb 13, 2026
E&R Wealth Management, LLC History New 200,769 16,007 16.7% 198 +200,769 New Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History Added to 198,730 15,844 0.31% 0.53% 199 +21,993 12.44% Q4 2025 Feb 11, 2026
Orion Porfolio Solutions, LLC History Added to 197,659 15,759 0.12% 0.09% 200 +45,256 29.69% Q4 2025 Feb 12, 2026
Forbes Financial Planning, Inc. History Added to 194,538 15,520 9.07% 8.9% 201 +27,630 16.55% Q4 2025 Jan 26, 2026
Asio Capital, LLC History Added to 193,633 15,438 2.18% 2.21% 202 +8,553 4.62% Q4 2025 Jan 21, 2026
Kovitz Investment Group Partners, LLC History Reduced 193,488 15,426 0.34% 0.11% 203 -147,566 -43.27% Q4 2025 Feb 20, 2026
Private Advisor Group, LLC History Reduced 192,687 15,362 0.07% 0.08% 204 -3,359 -1.71% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 192,633 15,358 0.15% 0.15% 205 +8,890 4.84% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 192,062 15,313 0.01% 0.01% 206 -1,939 -1.0% Q4 2025 Feb 06, 2026
Asset Management Group, Inc. History Reduced 191,535 15,271 2.47% 2.64% 207 -10,028 -4.98% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 184,729 14,728 0.28% 0.3% 208 +3,557 1.96% Q4 2025 Feb 03, 2026
STALEY CAPITAL ADVISERS INC History Added to 183,978 14,668 0.6% 0.56% 209 +14,300 8.43% Q4 2025 Feb 05, 2026
Tandem Wealth Advisors LLC History Added to 183,383 14,617 6.55% 6.64% 210 +8,567 4.9% Q4 2025 Feb 12, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Reduced 182,553 14,554 0.92% 1.03% 211 -1,132 -0.62% Q4 2025 Feb 04, 2026
Twele Capital Management, Inc. History Added to 182,265 14,531 2.6% 2.58% 212 +7,108 4.06% Q4 2025 Jan 09, 2026
International City Management Association Retirement Corp History No change 181,600 14,478 7.35% 7.41% 213 0 0.0% Q4 2025 Jan 27, 2026
Florida Trust Wealth Management Co History Added to 181,509 14,471 0.4% 0.29% 214 +55,311 43.83% Q4 2025 Jan 20, 2026
ALLIANCEBERNSTEIN L.P. History Added to 179,646 14,323 0.0% 0.0% 215 +2,635 1.49% Q4 2025 Feb 17, 2026
Level Financial Advisors History Added to 179,485 14,310 3.78% 3.81% 216 +10,587 6.27% Q4 2025 Jan 26, 2026
Union Bancaire Privee, UBP SA History Reduced 179,019 14,287 0.17% 0.21% 217 -6,753 -3.64% Q4 2025 Jan 05, 2026
Stordahl Capital Management, Inc. History Added to 178,404 14,224 2.93% 2.92% 218 +4,338 2.49% Q4 2025 Jan 27, 2026
MidWestOne Financial Group, Inc. History Added to 178,381 14,222 1.58% 1.29% 219 +45,864 34.61% Q4 2025 Feb 12, 2026
Capital Group Private Client Services, Inc. History No change 178,161 14,204 0.23% 0.24% 220 0 0.0% Q4 2025 Feb 11, 2026
Cordant, Inc. History Reduced 178,144 14,203 5.96% 6.6% 221 -4,911 -2.68% Q4 2025 Jan 12, 2026
Valmark Advisers, Inc. History Added to 178,120 14,201 0.18% 0.17% 222 +14,327 8.75% Q4 2025 Jan 26, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 177,736 14,170 0.73% 0.72% 223 +895 0.51% Q4 2025 Feb 17, 2026
Lighthouse Financial LLC History Added to 175,877 14,022 9.16% 8.97% 224 +5,868 3.45% Q4 2025 Feb 17, 2026
Mustard Seed Financial, LLC History Added to 175,412 13,985 8.79% 7.84% 225 +22,730 14.89% Q4 2025 Jan 23, 2026
Compass Advisory Group LLC History Added to 172,049 13,717 3.71% 3.4% 226 +20,612 13.61% Q4 2025 Jan 21, 2026
Gradient Capital Advisors, LLC History Added to 171,922 13,707 3.53% 3.43% 227 +11,838 7.39% Q4 2025 Feb 06, 2026
PRUDENTIAL FINANCIAL INC History Added to 169,275 13,509 0.02% 0.02% 228 +6,116 3.75% Q4 2025 Feb 13, 2026
Seaside Wealth Management, Inc. History Added to 169,053 13,478 3.85% 3.5% 229 +21,622 14.67% Q4 2025 Feb 17, 2026
Grey Fox Wealth Advisors, LLC History Reduced 168,131 13,405 2.74% 2.94% 230 -11,996 -6.66% Q4 2025 Feb 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 165,544 13,198 0.05% 0.05% 231 +15,137 10.06% Q4 2025 Feb 09, 2026
SHUFRO ROSE & CO LLC History Added to 163,805 13,060 0.88% 0.91% 232 +23,098 16.42% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Reduced 161,861 12,974 0.24% 0.24% 233 -844 -0.52% Q4 2025 Feb 11, 2026
Mesirow Financial Investment Management, Inc. History Reduced 162,219 12,933 0.27% 0.53% 234 -205,216 -55.85% Q4 2025 Feb 05, 2026
Urban Financial Advisory Corp History Added to 160,831 12,823 5.04% 5.96% 235 +641 0.4% Q4 2025 Feb 04, 2026
Grove Bank & Trust History Added to 160,271 12,778 1.44% 1.46% 236 +4,634 2.98% Q4 2025 Jan 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 157,872 12,587 0.22% 0.13% 237 +79,164 100.58% Q4 2025 Feb 19, 2026
Savant Capital, LLC History Added to 157,209 12,534 0.07% 0.03% 239 +93,519 146.83% Q4 2025 Feb 10, 2026
TAGStone Capital, Inc. History Added to 157,212 12,534 4.67% 4.32% 240 +20,841 15.28% Q4 2025 Feb 10, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 157,207 12,534 0.65% 0.64% 238 +613 0.39% Q4 2025 Jan 27, 2026
CLUNE & ASSOCIATES, LTD. History Added to 155,797 12,421 2.68% 2.78% 241 +16,649 11.96% Q4 2025 Feb 09, 2026
Twin Cities Retirement Group LLC History New 154,963 12,355 11.92% 242 +154,963 New Q4 2025 Feb 09, 2026
MONTAG A & ASSOCIATES INC History Reduced 153,517 12,239 0.56% 0.58% 243 -3,512 -2.24% Q4 2025 Feb 02, 2026
49 WEALTH MANAGEMENT, LLC History Added to 153,489 12,237 1.0% 0.57% 244 +77,755 102.67% Q4 2025 Feb 04, 2026
Kestra Advisory Services, LLC History Added to 150,640 12,010 0.05% 0.02% 245 +97,741 184.77% Q4 2025 Feb 13, 2026
CAPSTONE CAPITAL LLC History Added to 150,484 11,998 7.8% 7.5% 246 +10,080 7.18% Q4 2025 Jan 22, 2026
DecisionPoint Financial, LLC History Added to 147,509 11,760 2.59% 2.57% 247 +9,411 6.81% Q4 2025 Jan 29, 2026
World Investment Advisors History Added to 146,958 11,716 0.19% 0.21% 248 +17,576 13.58% Q4 2025 Mar 12, 2026
Pinnacle Financial Partners, Inc. History New 146,684 11,695 0.09% 249 +146,684 New Q4 2025 Feb 18, 2026
NorthRock Partners, LLC History New 146,493 11,679 0.2% 250 +146,493 New Q4 2025 Feb 17, 2026
Napier Financial, LLC History New 145,683 11,615 2.9% 251 +145,683 New Q4 2025 Feb 11, 2026
VAN STRUM & TOWNE INC. History Reduced 145,240 11,579 3.24% 3.56% 252 -6,225 -4.11% Q4 2025 Feb 03, 2026
NewEdge Wealth, LLC History Reduced 144,572 11,526 0.13% 0.19% 253 -20,804 -12.58% Q4 2025 Feb 03, 2026
Providence First Trust Co History Added to 144,509 11,521 3.99% 3.83% 254 +6,406 4.64% Q4 2025 Feb 03, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 143,886 11,472 0.07% 0.08% 255 -1,443 -0.99% Q4 2025 Feb 17, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 142,478 11,359 2.38% 1.8% 256 +38,043 36.43% Q4 2025 Jan 21, 2026
Chesapeake Wealth Management History Added to 141,853 11,309 3.37% 3.34% 257 +5,001 3.65% Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History Reduced 141,756 11,302 0.06% 0.09% 258 -57,706 -28.93% Q4 2025 Jan 29, 2026
Roundview Capital LLC History Added to 140,465 11,199 0.69% 0.69% 259 +4,044 2.96% Q4 2025 Feb 09, 2026
Pointe Capital Management LLC History Added to 138,970 11,080 5.5% 4.76% 260 +17,197 14.12% Q4 2025 Feb 17, 2026
FIRST AMERICAN TRUST, FSB History Reduced 138,343 11,030 0.76% 1.18% 261 -64,608 -31.83% Q4 2025 Feb 11, 2026
Platt Investment Counsel, LLC History Added to 137,917 10,996 8.13% 8.58% 262 +1,632 1.2% Q4 2025 Jan 07, 2026
Finhabits Advisors LLC History New 137,124 10,932 10.26% 263 +137,124 New Q4 2025 Jan 29, 2026
Cherry Tree Wealth Management, LLC History Added to 136,840 10,910 2.3% 2.4% 264 +301 0.22% Q4 2025 Feb 10, 2026
Sage Financial Management Group, Inc. History Added to 136,603 10,891 3.33% 3.4% 265 +3,443 2.59% Q4 2025 Feb 05, 2026
Investments & Financial Planning, LLC History Added to 136,284 10,865 5.83% 3.74% 266 +49,651 57.31% Q4 2025 Feb 23, 2026
Checchi Capital Advisers, LLC History Added to 134,584 10,730 0.55% 0.55% 267 +1,730 1.3% Q4 2025 Jan 27, 2026
CONDOR CAPITAL MANAGEMENT History Added to 133,534 10,646 0.86% 0.87% 268 +1,131 0.85% Q4 2025 Feb 06, 2026
Magnus Financial Group LLC History Added to 132,857 10,592 0.81% 0.8% 269 +6,465 5.12% Q4 2025 Jan 07, 2026
Robertson Stephens Wealth Management, LLC History Added to 130,975 10,442 0.27% 0.31% 270 +1,541 1.19% Q4 2025 Feb 02, 2026
SouthState Bank Corp History Added to 129,136 10,296 0.46% 0.47% 271 +201 0.16% Q4 2025 Feb 11, 2026
Integrated Advisors Network LLC History Added to 128,845 10,272 0.45% 0.42% 272 +4,717 3.8% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 127,633 10,176 0.67% 0.71% 273 -3,055 -2.34% Q4 2025 Jan 23, 2026
Minot DeBlois Advisors LLC History Added to 127,127 10,135 9.1% 8.73% 274 +6,560 5.44% Q4 2025 Feb 13, 2026
VISTA INVESTMENT MANAGEMENT History Added to 126,335 10,072 3.32% 3.28% 275 +8,628 7.33% Q4 2025 Feb 17, 2026
DAGCO, INC. History Added to 125,409 9,998 2.31% 0.04% 276 +123,209 5600.41% Q4 2025 Jan 08, 2026
Powers Advisory Group, LLC History Added to 124,622 9,936 3.74% 3.66% 277 +9,738 8.48% Q4 2025 Jan 22, 2026
Disciplined Investments, LLC History Added to 123,096 9,814 3.77% 3.78% 278 +4,154 3.49% Q4 2025 Feb 05, 2026
Asset Advisory Group, Inc. History New 122,613 9,775 4.88% 279 +122,613 New Q4 2025 Feb 12, 2026
Milestone Investment Advisors LLC History Added to 119,896 9,559 2.31% 2.25% 280 +6,474 5.71% Q4 2025 Feb 11, 2026
Hurlow Wealth Management Group, Inc. History Added to 119,697 9,543 2.34% 2.3% 281 +8,349 7.5% Q4 2025 Feb 17, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 119,279 9,510 1.8% 1.16% 282 +50,219 72.72% Q4 2025 Jan 14, 2026
AA Financial Advisors, LLC History Added to 118,896 9,479 1.75% 1.27% 283 +38,252 47.43% Q4 2025 Jan 14, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 118,655 9,460 0.39% 0.39% 284 +3,671 3.19% Q4 2025 Feb 09, 2026
Leading Edge Financial Planning LLC History Added to 118,535 9,450 2.15% 2.14% 285 +12,021 11.29% Q4 2025 Jan 21, 2026
Luminvest Wealth Management LLC History Added to 118,128 9,418 2.61% 2.68% 286 +17,431 17.31% Q4 2025 Jan 26, 2026
PRIVATE MANAGEMENT GROUP INC History Reduced 117,463 9,365 0.27% 0.32% 287 -17,527 -12.98% Q4 2025 Feb 12, 2026
Whitegate Investment Counselors, Inc. History Added to 116,868 9,317 2.91% 2.91% 288 +6,207 5.61% Q4 2025 Feb 10, 2026
Oakwell Private Wealth Management, LLC History Added to 116,169 9,262 1.73% 1.72% 289 +8,987 8.38% Q4 2025 Jan 30, 2026
IMZ Advisory Inc History Added to 115,003 9,169 3.36% 3.3% 290 +4,120 3.72% Q4 2025 Jan 21, 2026
WEALTHSPAN PARTNERS, LLC History Added to 114,865 9,158 3.33% 2.83% 291 +22,035 23.74% Q4 2025 Jan 27, 2026
Fort Vancouver Investment Management, LLC History Added to 113,995 9,088 4.86% 4.95% 292 +2,434 2.18% Q4 2025 Feb 06, 2026
NBT BANK N A /NY History Reduced 3,401 9,067 0.59% 0.59% 293 -1 -0.03% Q4 2025 Jan 23, 2026
Pure Financial Advisors, LLC History Added to 113,405 9,041 1.64% 0.13% 294 +14,462 14.62% Q4 2025 Mar 04, 2026
Goldstone Financial Group, LLC History Added to 112,279 8,952 1.0% 1.02% 295 +3,999 3.69% Q4 2025 Feb 13, 2026
Curtis Advisory Group, LLC History Added to 112,152 8,941 1.88% 1.88% 296 +8,371 8.07% Q4 2025 Jan 23, 2026
Madison Asset Management, LLC History Reduced 111,584 8,896 0.1% 0.12% 297 -19,461 -14.85% Q4 2025 Feb 04, 2026
CITIGROUP INC History Added to 110,778 8,832 0.0% 0.0% 298 +1,968 1.81% Q4 2025 Feb 13, 2026
WASHINGTON TRUST Co History Reduced 110,174 8,784 0.29% 0.29% 299 -652 -0.59% Q4 2025 Feb 10, 2026
CWA Asset Management Group, LLC History Reduced 109,957 8,766 0.32% 0.44% 300 -37,117 -25.24% Q4 2025 Jan 07, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 109,803 8,754 2.17% 2.34% 301 -3,928 -3.45% Q4 2025 Jan 27, 2026
SpringVest Wealth Management LLC History Reduced 108,719 8,668 6.04% 6.44% 302 -849 -0.77% Q4 2025 Jan 23, 2026
Bryn Mawr Trust Advisors, LLC History Added to 108,632 8,661 0.42% 0.38% 303 +14,080 14.89% Q4 2025 Feb 04, 2026
ETF Portfolio Partners, Inc. History Added to 107,171 8,544 2.2% 2.25% 304 +1,210 1.14% Q4 2025 Jan 20, 2026
Telos Capital Management, Inc. History Added to 106,220 8,468 0.79% 0.77% 305 +5,775 5.75% Q4 2025 Jan 22, 2026
ORSER CAPITAL MANAGEMENT, LLC History Added to 106,060 8,456 4.78% 3.85% 306 +14,345 15.64% Q4 2025 Jan 12, 2026
Kensington Asset Management, LLC History New 104,498 8,339 0.43% 307 +104,498 New Q4 2025 Feb 13, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 102,982 8,210 2.45% 2.6% 308 +17 0.02% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 101,948 8,129 0.13% 0.14% 309 +2,079 2.08% Q4 2025 Feb 09, 2026
Certified Advisory Corp History Added to 101,311 8,077 0.74% 0.73% 310 +4,618 4.78% Q4 2025 Jan 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 100,653 8,025 0.14% 0.13% 311 +10,481 11.62% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Added to 100,207 7,989 0.22% 0.22% 312 +1,906 1.94% Q4 2025 Jan 30, 2026
OneAscent Financial Services LLC History Added to 97,906 7,806 0.72% 0.89% 313 +7,548 8.35% Q4 2025 Feb 11, 2026
Harbour Trust & Investment Management Co History Added to 97,765 7,794 0.8% 0.79% 314 +2,116 2.21% Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 96,925 7,727 0.0% 0.0% 315 +29,147 43.0% Q4 2025 Feb 17, 2026
Virtus Family Office LLC History Added to 96,746 7,713 6.65% 6.28% 316 +12,761 15.19% Q4 2025 Feb 03, 2026
Trellis Wealth Advisors LLC History Added to 96,651 7,706 3.01% 2.71% 317 +13,194 15.81% Q4 2025 Jan 26, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 95,664 7,627 0.39% 0.39% 318 +1,958 2.09% Q4 2025 Feb 03, 2026
Rossmore Private Capital History Added to 94,538 7,537 0.67% 0.71% 319 +11,943 14.46% Q4 2025 Feb 05, 2026
Verdence Capital Advisors LLC History Added to 94,323 7,520 0.45% 0.41% 320 +4,684 5.23% Q4 2025 Jan 29, 2026
McMill Wealth Management History Reduced 93,998 7,494 2.11% 2.17% 321 -1,216 -1.28% Q4 2025 Feb 23, 2026
Montecito Bank & Trust History Reduced 93,042 7,418 1.18% 1.26% 322 -8,182 -8.08% Q4 2025 Jan 09, 2026
Meridian Wealth Management, LLC History Added to 92,336 7,361 0.26% 0.25% 323 +11,446 14.15% Q4 2025 Feb 04, 2026
Financial Plan, Inc. History New 92,256 7,355 0.84% 324 +92,256 New Q4 2025 Jan 28, 2026
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 91,419 7,288 2.21% 2.44% 325 -12,600 -12.11% Q4 2025 Feb 12, 2026
Sharper & Granite LLC History Added to 91,185 7,270 2.56% 2.56% 326 +1,637 1.83% Q4 2025 Jan 27, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Reduced 91,125 7,265 1.18% 1.14% 327 -385 -0.42% Q4 2025 Jan 29, 2026
BLAIR WILLIAM & CO/IL History Added to 90,675 7,229 0.02% 0.01% 328 +65,219 256.2% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 90,465 7,212 0.0% 0.0% 329 -186,740 -67.37% Q4 2025 Feb 12, 2026
Cliffwater LLC History No change 90,207 7,192 1.51% 1.52% 330 0 0.0% Q4 2025 Feb 12, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 89,693 7,151 0.93% 0.92% 331 +1,410 1.6% Q4 2025 Jan 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 89,544 7,139 0.39% 0.31% 332 +22,287 33.14% Q4 2025 Jan 13, 2026
DDD Partners, LLC History Added to 88,742 7,075 0.45% 0.41% 333 +7,068 8.65% Q4 2025 Jan 22, 2026
Ameritas Investment Partners, Inc. History Added to 87,925 7,010 0.21% 0.2% 334 +6,042 7.38% Q4 2025 Feb 11, 2026
W.H. Cornerstone Investments Inc. History Reduced 87,306 6,960 4.2% 4.29% 335 -798 -0.91% Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 87,145 6,948 0.01% 0.09% 336 -811,255 -90.3% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 87,008 6,937 0.14% 0.16% 337 +716 0.83% Q4 2025 Feb 03, 2026
BOSTON FAMILY OFFICE LLC History Reduced 86,967 6,934 0.44% 0.45% 338 -1,693 -1.91% Q4 2025 Feb 13, 2026
Glenview Trust Co History Added to 86,586 6,903 0.11% 0.11% 339 +3,259 3.91% Q4 2025 Feb 09, 2026
Cascade Wealth Advisors, Inc History Added to 86,274 6,894 3.18% 2.75% 340 +16,128 22.99% Q4 2025 Feb 04, 2026
FIRST HORIZON CORP History Added to 85,870 6,846 0.31% 0.16% 341 +44,593 108.03% Q4 2025 Jan 27, 2026
Addison Capital Co History Added to 85,760 6,837 1.71% 1.86% 342 +6,903 8.75% Q4 2025 Feb 02, 2026
Tide Cove Capital Partners LLC History Added to 83,941 6,705 4.63% 4.73% 343 +6,700 8.67% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Reduced 83,794 6,680 0.1% 0.1% 344 -1,689 -1.98% Q4 2025 Feb 13, 2026
Florin Court Capital LLP History Reduced 83,104 6,625 9.23% 5.88% 345 -10,700 -11.41% Q4 2025 Feb 05, 2026
Perennial Advisors, LLC History Added to 82,642 6,589 1.1% 1.12% 346 +1,562 1.93% Q4 2025 Jan 12, 2026
Integrity Investment Advisors, LLC History Added to 82,251 6,557 3.61% 3.44% 347 +17,262 26.56% Q4 2025 Feb 13, 2026
Equita Financial Network, Inc. History Added to 81,839 6,524 1.97% 1.98% 348 +8,505 11.6% Q4 2025 Jan 29, 2026
FIRST NATIONAL BANK OF OMAHA History New 81,715 6,521 0.19% 349 +81,715 New Q4 2025 Feb 13, 2026
Balance Wealth, LLC History Reduced 81,451 6,494 2.08% 2.76% 350 -58,197 -41.67% Q4 2025 Jan 21, 2026
Perigon Wealth Management, LLC History Added to 81,406 6,490 0.12% 0.13% 351 +3,353 4.3% Q4 2025 Jan 16, 2026
Catalyst Capital Advisors LLC History No change 81,223 6,475 0.13% 0.13% 352 0 0.0% Q4 2025 Feb 10, 2026
OPPENHEIMER & CO INC History Added to 80,970 6,455 0.09% 0.08% 353 +438 0.54% Q4 2025 Feb 02, 2026
Hobart Private Capital, LLC History Added to 80,885 6,448 1.26% 1.22% 354 +7,934 10.88% Q4 2025 Jan 27, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 80,549 6,422 1.17% 1.19% 355 +1,610 2.04% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Added to 80,183 6,393 0.04% 0.04% 356 +4,125 5.42% Q4 2025 Jan 29, 2026
Transamerica Financial Advisors, LLC History Reduced 80,083 6,385 0.53% 0.59% 357 -9,429 -10.53% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History New 78,934 6,293 0.86% 358 +78,934 New Q4 2025 Feb 17, 2026
Bedel Financial Consulting, Inc. History Added to 77,550 6,183 0.67% 0.55% 359 +23,198 42.68% Q4 2025 Jan 28, 2026
GRAND WEALTH MANAGEMENT, LLC History Added to 77,026 6,141 2.78% 2.54% 360 +11,127 16.88% Q4 2025 Jan 26, 2026
Galvin, Gaustad & Stein, LLC History Reduced 76,971 6,136 0.48% 0.5% 361 -330 -0.43% Q4 2025 Jan 23, 2026
Kraft, Davis & Associates, LLC History Added to 76,141 6,078 1.36% 0.21% 362 +65,514 616.49% Q4 2025 Jan 14, 2026
Sand Hill Global Advisors, LLC History No change 76,186 6,074 0.21% 0.21% 363 0 0.0% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Reduced 74,740 5,959 0.04% 0.04% 364 -9,305 -11.07% Q4 2025 Feb 09, 2026
AGF MANAGEMENT LTD History Reduced 74,615 5,949 0.03% 0.03% 365 -1,545 -2.03% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 74,425 5,933 0.02% 0.02% 366 +2,712 3.78% Q4 2025 Feb 06, 2026
Black Diamond Financial, LLC History Reduced 73,794 5,883 0.62% 0.69% 367 -3,372 -4.37% Q4 2025 Feb 03, 2026
Strategic Wealth Advisors LLC History New 73,769 5,881 5.03% 368 +73,769 New Q4 2025 Feb 03, 2026
Wealthfront Advisers LLC History Added to 73,490 5,859 0.01% 0.01% 369 +11,913 19.35% Q4 2025 Jan 30, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 73,311 5,845 0.33% 0.34% 370 0 0.0% Q4 2025 Jan 23, 2026
ARROW FINANCIAL CORP History Added to 73,115 5,829 0.58% 0.55% 371 +6,186 9.24% Q4 2025 Feb 05, 2026
CHRISTINE MESSMER PC History New 72,596 5,788 3.77% 372 +72,596 New Q4 2025 Feb 03, 2026
SCOTIA CAPITAL INC. History Added to 72,249 5,760 0.02% 0.02% 373 +4,119 6.05% Q4 2025 Feb 12, 2026
Arkos Global Advisors History Reduced 71,327 5,687 0.73% 1.0% 374 -27,038 -27.49% Q4 2025 Feb 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 71,089 5,667 0.16% 0.16% 375 +383 0.54% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Added to 71,056 5,665 0.36% 0.35% 376 +4,975 7.53% Q4 2025 Feb 03, 2026
FCA CORP /TX History Added to 70,783 5,643 1.59% 1.55% 377 +1,082 1.55% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Reduced 70,725 5,638 0.19% 0.22% 378 -7,357 -9.42% Q4 2025 Feb 06, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 70,337 5,607 0.32% 0.33% 379 +1,221 1.77% Q4 2025 Jan 22, 2026
CHOREO, LLC History Reduced 70,052 5,590 0.07% 0.12% 380 -42,721 -37.88% Q4 2025 Jan 23, 2026
Clearstead Advisors, LLC History Added to 70,102 5,589 0.07% 0.01% 381 +55,867 392.46% Q4 2025 Feb 09, 2026
EVERETT HARRIS & CO /CA/ History Reduced 69,930 5,575 0.07% 0.09% 382 -22,950 -24.71% Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 69,900 5,573 0.12% 0.14% 384 -5,090 -6.79% Q4 2025 Jan 27, 2026
HARBOUR INVESTMENTS, INC. History Added to 69,905 5,573 0.11% 0.12% 383 +1,774 2.6% Q4 2025 Feb 09, 2026
Traub Capital Management LLC History Reduced 69,842 5,568 5.36% 5.6% 385 -954 -1.35% Q4 2025 Jan 29, 2026
Rezny Wealth Management, Inc. History Reduced 69,695 5,556 1.12% 1.3% 386 -8,293 -10.63% Q4 2025 Feb 03, 2026
Oak Harvest Investment Services History Added to 69,417 5,534 0.6% 0.55% 387 +10,098 17.02% Q4 2025 Jan 27, 2026
WHITTIER TRUST CO History Reduced 69,138 5,519 0.06% 0.07% 388 -7,092 -9.3% Q4 2025 Jan 26, 2026
Phoenix Financial Ltd. History Added to 69,087 5,502 0.06% 0.07% 389 +32 0.05% Q4 2025 Feb 05, 2026
FineMark National Bank & Trust History Reduced 68,853 5,489 0.17% 0.18% 390 -301 -0.44% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Reduced 68,142 5,433 0.2% 0.24% 391 -9,008 -11.68% Q4 2025 Jan 27, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 67,930 5,414 0.06% 0.07% 392 +4,058 6.35% Q4 2025 Feb 10, 2026
Morton Brown Family Wealth, LLC History Added to 67,779 5,404 1.47% 1.33% 393 +9,574 16.45% Q4 2025 Jan 28, 2026
CAMBIENT FAMILY OFFICE, LLC History New 67,607 5,390 0.77% 394 +67,607 New Q4 2025 Feb 20, 2026
HORAN Wealth, LLC History Added to 67,223 5,359 0.82% 0.85% 395 +20 0.03% Q4 2025 Feb 04, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 66,200 5,278 0.45% 0.58% 396 +16,331 32.75% Q4 2025 Feb 11, 2026
SPROTT INC. History Added to 65,400 5,214 0.18% 0.15% 397 +11,700 21.79% Q4 2025 Feb 12, 2026
CARDIFF PARK ADVISORS, LLC History Added to 65,262 5,203 0.43% 0.37% 398 +4,668 7.7% Q4 2025 Feb 17, 2026
Kure Advisory, LLC History Added to 65,265 5,203 2.91% 3.0% 399 +4,543 7.48% Q4 2025 Jan 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 64,707 5,159 0.06% 0.04% 400 +26,029 67.3% Q4 2025 Feb 10, 2026
Forum Private Client Group LLC History Added to 64,627 5,152 1.76% 1.45% 401 +13,849 27.27% Q4 2025 Feb 06, 2026
Climber Capital SA History New 86,320 5,140 3.35% 402 +86,320 New Q4 2025 Feb 03, 2026
Massachusetts Wealth Management History Added to 64,401 5,134 2.39% 2.38% 403 +4,299 7.15% Q4 2025 Jan 26, 2026
PLANNING DIRECTIONS INC History Reduced 64,013 5,103 2.57% 2.83% 404 -3,722 -5.49% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 63,974 5,100 0.13% 0.11% 405 +11,733 22.46% Q4 2025 Feb 09, 2026
XY Planning Network, Inc. History Added to 63,865 5,091 0.89% 0.94% 406 +29,279 84.66% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History Added to 63,044 5,026 0.11% 0.12% 407 +5,632 9.81% Q4 2025 Feb 06, 2026
HM PAYSON & CO History Added to 63,024 5,024 0.07% 0.07% 408 +3,825 6.46% Q4 2025 Feb 12, 2026
Warwick Investment Management, Inc. History Reduced 63,005 5,023 0.77% 0.93% 409 -3,881 -5.8% Q4 2025 Jan 15, 2026
M&T BANK CORP History Added to 62,927 5,017 0.02% 0.02% 410 +296 0.47% Q4 2025 Jan 30, 2026
Arcataur Capital Management LLC History Reduced 62,823 5,008 1.43% 1.49% 411 -525 -0.83% Q4 2025 Jan 27, 2026
ZACKS INVESTMENT MANAGEMENT History New 62,763 5,004 0.04% 412 +62,763 New Q4 2025 Feb 17, 2026
truNorth Financial Services, Inc. History New 62,333 4,969 5.39% 413 +62,333 New Q4 2025 Feb 17, 2026
Invesco Ltd. History Reduced 61,485 4,902 0.0% 0.0% 414 -1,020 -1.63% Q4 2025 Feb 19, 2026
PARK AVENUE SECURITIES LLC History Added to 61,384 4,894 0.04% 0.03% 415 +11,196 22.31% Q4 2025 Jan 05, 2026
Blue Trust, Inc. History Added to 61,305 4,887 0.06% 0.05% 416 +967 1.6% Q4 2025 Jan 16, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 60,755 4,843 0.58% 0.51% 417 +7,010 13.04% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History New 60,570 4,829 0.42% 418 +60,570 New Q4 2025 Feb 06, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History New 60,131 4,794 0.39% 419 +60,131 New Q4 2025 Feb 17, 2026
Ankerstar Wealth, LLC History New 59,941 4,779 4.76% 420 +59,941 New Q4 2025 Feb 12, 2026
MIDDLETON & CO INC/MA History Reduced 59,471 4,741 0.5% 0.56% 421 -5,050 -7.83% Q4 2025 Jan 29, 2026
CWC Advisors, LLC. History Added to 59,285 4,726 2.28% 2.29% 422 +803 1.37% Q4 2025 Jan 26, 2026
Gladwyn Financial Advisors, Inc. History Added to 59,250 4,723 3.32% 3.29% 423 +1,915 3.34% Q4 2025 Jan 08, 2026
Argent Trust Co History Added to 59,134 4,714 0.16% 0.11% 424 +19,970 50.99% Q4 2025 Feb 10, 2026
Strategent Financial, LLC History Added to 59,107 4,712 2.98% 2.17% 425 +21,149 55.72% Q4 2025 Jan 29, 2026
Equitable Holdings, Inc. History Added to 58,440 4,659 0.03% 0.03% 426 +10,804 22.68% Q4 2025 Feb 17, 2026
Coastal Bridge Advisors, LLC History Added to 58,057 4,628 0.34% 0.33% 427 +3,078 5.6% Q4 2025 Feb 18, 2026
EFG International AG History New 57,942 4,619 0.09% 428 +57,942 New Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Added to 57,795 4,607 0.21% 0.18% 429 +8,147 16.41% Q4 2025 Feb 17, 2026
Madden Advisory Services, Inc. History Added to 57,697 4,600 1.85% 1.72% 430 +2,286 4.13% Q4 2025 Feb 11, 2026
CreativeOne Wealth, LLC History Reduced 57,466 4,581 0.11% 0.12% 431 -1,761 -2.97% Q4 2025 Feb 13, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 57,415 4,577 0.34% 0.35% 432 +168 0.29% Q4 2025 Feb 05, 2026
Connecticut Wealth Management, LLC History Reduced 57,329 4,570 0.2% 0.22% 433 -5,642 -8.96% Q4 2025 Feb 12, 2026
Savvy Advisors, Inc. History Added to 57,028 4,546 0.15% 0.11% 434 +27,279 91.7% Q4 2025 Jan 20, 2026
Patten Group, Inc. History Reduced 56,722 4,522 0.84% 0.92% 435 -2,622 -4.42% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Reduced 56,712 4,521 0.04% 0.05% 436 -11,403 -16.74% Q4 2025 Jan 26, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 56,092 4,472 1.96% 1.95% 437 +1,876 3.46% Q4 2025 Feb 05, 2026
Shotwell Rutter Baer Inc History Added to 55,239 4,407 2.65% 2.68% 438 +3,071 5.89% Q4 2025 Jan 12, 2026
Intrua Financial, LLC History Added to 55,176 4,399 0.46% 0.47% 439 +531 0.97% Q4 2025 Feb 05, 2026
Vestmark Advisory Solutions, Inc. History Added to 54,471 4,343 0.06% 0.06% 440 +12,253 29.02% Q4 2025 Feb 06, 2026
Sightline Wealth Advisors, LLC History Added to 54,421 4,339 1.85% 1.65% 441 +8,609 18.79% Q4 2025 Jan 26, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 54,108 4,314 0.35% 0.32% 442 +8,491 18.61% Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 53,315 4,250 0.05% 0.05% 443 +13,204 32.92% Q4 2025 Jan 29, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 53,205 4,242 1.23% 1.21% 444 +2,841 5.64% Q4 2025 Jan 08, 2026
Fortress Financial Solutions, LLC History Added to 53,051 4,229 4.33% 4.27% 445 +3,967 8.08% Q4 2025 Jan 23, 2026
Good Steward Wealth Advisors,LLC History Added to 53,004 4,226 2.79% 2.6% 446 +6,000 12.76% Q4 2025 Jan 22, 2026
Bull Street Advisors, LLC History No change 52,817 4,211 1.96% 1.97% 447 0 0.0% Q4 2025 Jan 28, 2026
Robinson Value Management, Ltd. History Reduced 52,750 4,205 2.27% 11.2% 448 -188,790 -78.16% Q4 2025 Jan 12, 2026
Composition Wealth, LLC History Reduced 52,581 4,192 0.06% 0.06% 449 -1,534 -2.83% Q4 2025 Feb 02, 2026
Chandler Asset Management, Inc. History Added to 52,370 4,175 0.66% 0.69% 450 +120 0.23% Q4 2025 Feb 13, 2026
Wood Tarver Financial Group, LLC History Reduced 52,151 4,158 1.17% 4.96% 451 -158,290 -75.22% Q4 2025 Feb 12, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 51,699 4,121 1.36% 1.39% 452 -266 -0.51% Q4 2025 Jan 27, 2026
Visionary Wealth Advisors History Added to 51,562 4,111 0.19% 0.11% 453 +20,975 68.57% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 51,524 4,107 0.05% 0.06% 454 -16,095 -23.8% Q4 2025 Feb 05, 2026
Saranac Partners Ltd History Reduced 51,185 4,080 1.59% 0.74% 455 -80 -0.16% Q4 2025 Feb 06, 2026
Thomasville National Bank History Reduced 51,158 4,078 0.25% 0.28% 456 -3,821 -6.95% Q4 2025 Jan 26, 2026
Redhawk Wealth Advisors, Inc. History Added to 50,995 4,065 0.46% 0.41% 457 +6,372 14.28% Q4 2025 Jan 14, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 50,873 4,056 1.14% 1.16% 458 -312 -0.61% Q4 2025 Feb 02, 2026
Anchor Investment Management, LLC History Reduced 50,660 4,039 0.33% 0.37% 459 -5,056 -9.07% Q4 2025 Feb 26, 2026
Ashton Thomas Private Wealth, LLC History Added to 50,259 4,007 0.1% 0.1% 460 +2,611 5.48% Q4 2025 Jan 29, 2026
JNBA Financial Advisors History Reduced 50,254 4,006 0.35% 0.39% 461 -3,302 -6.17% Q4 2025 Jan 26, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 50,244 4,005 0.25% 0.27% 462 0 0.0% Q4 2025 Feb 10, 2026
HTG Investment Advisors, Inc. History Added to 50,158 3,999 1.23% 0.44% 463 +33,715 205.04% Q4 2025 Feb 02, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 50,110 3,995 0.19% 0.22% 464 -4,900 -8.91% Q4 2025 Jan 27, 2026
LFA - Lugano Financial Advisors SA History Reduced 50,020 3,988 2.06% 2.11% 465 -152 -0.3% Q4 2025 Jan 29, 2026
Cresset Asset Management, LLC History Added to 49,744 3,966 0.02% 0.0% 466 +39,161 370.04% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Added to 49,530 3,949 0.01% 0.01% 467 +1,300 2.7% Q4 2025 Feb 11, 2026
BIP Wealth, LLC History Reduced 49,477 3,944 0.14% 0.2% 468 -1,094 -2.16% Q4 2025 Jan 21, 2026
NavPoint Financial, Inc. History Added to 49,301 3,930 1.68% 1.95% 469 +2,775 5.96% Q4 2025 Jan 20, 2026
Betterment LLC History Added to 49,265 3,928 0.01% 0.01% 470 +1,262 2.63% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Reduced 49,267 3,928 0.07% 0.09% 471 -925 -1.84% Q4 2025 Feb 06, 2026
Eukles Asset Management History Added to 49,161 3,919 1.52% 1.39% 472 +4,600 10.32% Q4 2025 Feb 09, 2026
Alpha Cubed Investments, LLC History Reduced 48,915 3,899 0.13% 0.14% 473 -1,647 -3.26% Q4 2025 Feb 03, 2026
Marietta Wealth Management, LLC History Added to 48,659 3,879 0.45% 0.45% 474 +2,311 4.99% Q4 2025 Jan 28, 2026
FIDUCIARY ADVISORS, INC. History Added to 48,600 3,874 2.95% 3.05% 475 +1,435 3.04% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 48,391 3,858 0.18% 0.19% 476 +2,126 4.6% Q4 2025 Jan 26, 2026
Stirlingshire Investments, Inc. History New 48,211 3,843 3.41% 477 +48,211 New Q4 2025 Feb 11, 2026
MMA ASSET MANAGEMENT LLC History Added to 47,571 3,792 1.35% 1.23% 478 +1,426 3.09% Q4 2025 Feb 03, 2026
Farrell Financial LLC History Added to 47,546 3,790 2.24% 2.32% 479 +1,316 2.85% Q4 2025 Jan 12, 2026
Greenline Partners, LLC History Added to 47,401 3,779 0.43% 0.45% 480 +881 1.89% Q4 2025 Feb 17, 2026
Fiduciary Group, LLC History Reduced 47,304 3,771 0.32% 0.34% 481 -1,497 -3.07% Q4 2025 Feb 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 47,188 3,762 0.05% 0.06% 482 -4,457 -8.63% Q4 2025 Feb 09, 2026
LAZARD ASSET MANAGEMENT LLC History No change 46,720 3,725 0.01% 0.01% 483 0 0.0% Q4 2025 Feb 17, 2026
ALESCO ADVISORS LLC History Reduced 46,706 3,723 0.1% 0.12% 484 -10,987 -19.04% Q4 2025 Jan 28, 2026
PRESILIUM PRIVATE WEALTH, LLC History Reduced 46,614 3,716 0.68% 0.94% 485 -15,356 -24.78% Q4 2025 Jan 13, 2026
Mutual Advisors, LLC History Added to 46,605 3,715 0.08% 0.05% 486 +17,918 62.46% Q4 2025 Feb 02, 2026
Sterling Financial Planning, Inc. History Added to 46,528 3,709 1.12% 1.05% 487 +4,723 11.3% Q4 2025 Jan 27, 2026
Guardian Wealth Management, Inc. History Added to 46,038 3,670 2.16% 1.77% 488 +8,491 22.61% Q4 2025 Feb 13, 2026
Windward Private Wealth Management Inc. History Added to 45,898 3,659 1.27% 1.21% 489 +2,050 4.68% Q4 2025 Feb 02, 2026
TriaGen Wealth Management LLC History Reduced 45,243 3,607 0.93% 0.94% 490 -37 -0.08% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 45,223 3,605 0.09% 0.08% 491 +7,294 19.23% Q4 2025 Jan 23, 2026
CULBERTSON A N & CO INC History Added to 45,158 3,600 0.49% 0.51% 492 +396 0.88% Q4 2025 Jan 21, 2026
Brucke Financial, Inc. History Added to 44,904 3,580 1.96% 1.91% 493 +4,066 9.96% Q4 2025 Jan 12, 2026
Rathbones Group PLC History Added to 44,799 3,571 0.01% 0.01% 494 +10,073 29.01% Q4 2025 Feb 06, 2026
COURIER CAPITAL LLC History Reduced 44,601 3,556 0.2% 0.22% 495 -3,632 -7.53% Q4 2025 Jan 29, 2026
Topel & Distasi Wealth Management, LLC History Added to 44,263 3,529 1.72% 1.71% 496 +922 2.13% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History Reduced 44,192 3,523 1.27% 1.33% 497 -1,944 -4.21% Q4 2025 Jan 22, 2026
Parkside Financial Bank & Trust History Reduced 44,150 3,520 0.26% 0.4% 498 -20,000 -31.18% Q4 2025 Feb 13, 2026
Guardian Asset Advisors, LLC History Added to 42,935 3,423 1.78% 1.83% 499 +332 0.78% Q4 2025 Jan 29, 2026
SIMON QUICK ADVISORS, LLC History Added to 42,632 3,399 0.15% 0.15% 500 +2,271 5.63% Q4 2025 Jan 29, 2026
TruWealth Advisors, LLC History Added to 42,363 3,377 0.17% 0.15% 501 +5,357 14.48% Q4 2025 Jan 07, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 41,878 3,338 0.22% 0.23% 502 -1,023 -2.38% Q4 2025 Jan 26, 2026
VICUS CAPITAL History Added to 41,772 3,330 0.25% 0.25% 503 +1,039 2.55% Q4 2025 Jan 22, 2026
Edgestream Partners, L.P. History Reduced 41,640 3,319 0.09% 0.31% 504 -91,140 -68.64% Q4 2025 Feb 13, 2026
WEIK CAPITAL MANAGEMENT History Reduced 41,588 3,315 1.24% 1.29% 505 -1,638 -3.79% Q4 2025 Feb 11, 2026
Pacific Park Financial, Inc. History New 41,301 3,292 2.06% 506 +41,301 New Q4 2025 Jan 30, 2026
WESBANCO BANK INC History Added to 41,080 3,275 0.09% 0.07% 507 +11,318 38.03% Q4 2025 Feb 03, 2026
Total Wealth Planning, LLC History Reduced 41,054 3,273 7.0% 5.98% 508 -605,322 -93.65% Q4 2025 Feb 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 41,012 3,269 0.11% 0.11% 509 -525 -1.26% Q4 2025 Feb 11, 2026
Intelligent Financial Strategies History Reduced 40,667 3,242 1.56% 1.59% 510 -319 -0.78% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Reduced 40,650 3,241 0.04% 0.08% 511 -48,687 -54.5% Q4 2025 Feb 11, 2026
J.Safra Asset Management Corp History Added to 40,515 3,230 0.17% 0.17% 512 +5,482 15.65% Q4 2025 Feb 11, 2026
Compass Ion Advisors, LLC History Reduced 40,355 3,217 0.31% 0.32% 513 -1,322 -3.17% Q4 2025 Jan 29, 2026
EQUITY INVESTMENT CORP History Added to 40,361 3,217 0.06% 0.07% 514 +1,075 2.74% Q4 2025 Feb 12, 2026
Capasso Planning Partners LLC History Added to 40,313 3,214 1.76% 1.87% 515 +2,109 5.52% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 39,958 3,185 0.0% 516 +39,958 New Q4 2025 Feb 13, 2026
ADVISORY RESEARCH INC History Added to 39,811 3,174 0.4% 0.4% 517 +1,254 3.25% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 39,683 3,163 0.15% 0.1% 518 +9,748 32.56% Q4 2025 Jan 21, 2026
FAGAN ASSOCIATES, INC. History Reduced 39,627 3,159 0.42% 0.44% 519 -663 -1.65% Q4 2025 Jan 30, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Added to 39,592 3,156 2.04% 2.03% 520 +1,018 2.64% Q4 2025 Jan 29, 2026
Diversified Portfolios, Inc. History Reduced 39,543 3,152 0.26% 0.29% 521 -1,352 -3.31% Q4 2025 Feb 09, 2026
Wedmont Private Capital History Added to 39,420 3,146 0.11% 0.11% 522 +1,627 4.31% Q4 2025 Jan 08, 2026
MidAtlantic Capital Management, Inc. History Added to 39,348 3,137 2.01% 2.09% 523 +1,036 2.7% Q4 2025 Feb 10, 2026
MANNING & NAPIER ADVISORS LLC History Added to 39,183 3,127 0.04% 0.03% 524 +8,184 26.4% Q4 2025 Feb 03, 2026
Resona Asset Management Co.,Ltd. History Reduced 38,949 3,105 0.01% 0.02% 525 -12,080 -23.67% Q4 2025 Feb 06, 2026
Cedar Point Capital Partners, LLC History Added to 38,821 3,095 1.98% 1.97% 526 +1,286 3.43% Q4 2025 Feb 11, 2026
Forza Wealth Management, LLC History Reduced 38,811 3,094 1.12% 1.23% 527 -1,460 -3.63% Q4 2025 Feb 02, 2026
Kastel Capital Advisors, LLC History New 38,633 3,080 1.89% 528 +38,633 New Q4 2025 Feb 18, 2026
Asset Allocation & Management Company, LLC History Reduced 38,470 3,067 1.22% 1.47% 529 -5,017 -11.54% Q4 2025 Jan 12, 2026
SSA SWISS ADVISORS AG History Reduced 38,142 3,041 1.42% 1.85% 530 -11,824 -23.66% Q4 2025 Feb 26, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 38,131 3,040 0.0% 0.0% 531 -55,723 -59.37% Q4 2025 Feb 17, 2026
REDMONT WEALTH ADVISORS LLC History Reduced 38,014 3,030 4.59% 4.25% 532 -169 -0.44% Q4 2025 Feb 06, 2026
IBEX WEALTH ADVISORS History Added to 37,907 3,022 0.3% 0.29% 533 +340 0.91% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 37,846 3,017 0.06% 0.07% 534 -9,046 -19.29% Q4 2025 Feb 04, 2026
Rockwood Wealth Management, LLC History Reduced 37,844 3,017 0.22% 0.24% 535 -286 -0.75% Q4 2025 Jan 29, 2026
Central Pacific Bank - Trust Division History Added to 37,812 3,014 0.37% 0.36% 536 +317 0.85% Q4 2025 Jan 07, 2026
Avant Financial Advisors LLC History Added to 37,742 3,009 2.16% 2.22% 537 +836 2.27% Q4 2025 Jan 15, 2026
BLUELINE ADVISORS LLC History New 37,600 2,997 2.45% 539 +37,600 New Q4 2025 Feb 10, 2026
Axos Invest Inc. History Reduced 37,596 2,997 2.2% 2.27% 538 -282 -0.74% Q4 2025 Jan 23, 2026
Coston, McIsaac & Partners History Added to 37,186 2,964 0.69% 0.7% 540 +217 0.59% Q4 2025 Feb 03, 2026
Chicago Partners Investment Group LLC History Reduced 37,112 2,963 0.07% 0.08% 541 -1,417 -3.68% Q4 2025 Jan 28, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 36,938 2,945 0.87% 0.93% 542 -488 -1.3% Q4 2025 Jan 21, 2026
Ramsay, Stattman, Vela & Price, Inc. History Added to 36,560 2,914 0.52% 0.51% 543 +1,128 3.18% Q4 2025 Jan 23, 2026
Agate Pass Investment Management, LLC History Added to 36,400 2,902 1.08% 1.09% 544 +500 1.39% Q4 2025 Jan 08, 2026
VERUS WEALTH MANAGEMENT, LLC History Added to 36,295 2,893 2.7% 2.39% 545 +4,315 13.49% Q4 2025 Jan 16, 2026
Walkner Condon Financial Advisors LLC History Added to 36,289 2,890 0.4% 0.41% 546 +4,204 13.1% Q4 2025 Jan 21, 2026
HEADINVEST, LLC History Reduced 36,247 2,889 0.57% 0.61% 547 -825 -2.23% Q4 2025 Feb 02, 2026
Cloud Capital Management, LLC History Added to 36,020 2,871 1.36% 1.43% 548 +2,144 6.33% Q4 2025 Feb 12, 2026
StoneX Group Inc. History Added to 35,991 2,869 0.12% 0.04% 549 +24,748 220.12% Q4 2025 Feb 12, 2026
Trinity Financial Advisors LLC History Added to 35,952 2,866 0.8% 0.69% 550 +6,229 20.96% Q4 2025 Jan 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 35,831 2,856 0.0% 0.0% 551 +21,376 147.88% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 35,310 2,815 0.04% 0.04% 552 +1,271 3.73% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 35,198 2,806 0.76% 0.0% 553 +35,108 39008.89% Q4 2025 Feb 09, 2026
OpenArc Corporate Advisory, LLC History New 35,133 2,801 0.05% 554 +35,133 New Q4 2025 Feb 13, 2026
Continuum Advisory, LLC History Added to 34,886 2,781 0.28% 0.28% 555 +1,597 4.8% Q4 2025 Feb 11, 2026
Novak & Powell Financial Services, Inc. History Reduced 34,759 2,771 1.45% 1.48% 556 -403 -1.15% Q4 2025 Feb 10, 2026
Atlanta Consulting Group Advisors, LLC History Reduced 34,721 2,768 0.63% 0.68% 557 -99 -0.28% Q4 2025 Feb 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 34,673 2,764 0.09% 0.07% 558 +4,966 16.72% Q4 2025 Jan 13, 2026
Foster Group, Inc. History Added to 34,558 2,755 0.08% 0.08% 559 +699 2.06% Q4 2025 Jan 12, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 34,389 2,741 0.3% 0.3% 560 +151 0.44% Q4 2025 Jan 29, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 34,370 2,740 0.02% 0.02% 561 +6,082 21.5% Q4 2025 Jan 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 34,267 2,732 0.2% 0.17% 562 +4,789 16.25% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 34,222 2,728 0.04% 0.03% 563 +11,037 47.6% Q4 2025 Jan 30, 2026
Modus Advisors, LLC History Added to 34,107 2,719 0.72% 0.73% 564 +651 1.95% Q4 2025 Feb 11, 2026
Avidian Wealth Enterprises, LLC History Reduced 33,682 2,685 0.1% 0.1% 565 -986 -2.84% Q4 2025 Feb 02, 2026
Five Pine Wealth Management History Added to 33,452 2,667 1.71% 1.66% 566 +2,772 9.04% Q4 2025 Jan 21, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Added to 33,458 2,667 0.94% 0.93% 567 +1,309 4.07% Q4 2025 Jan 16, 2026
CONSILIO WEALTH ADVISORS, LLC History New 33,078 2,637 0.77% 568 +33,078 New Q4 2025 Mar 19, 2026
Linscomb Wealth, Inc. History Reduced 33,061 2,635 0.11% 0.14% 569 -8,871 -21.16% Q4 2025 Feb 10, 2026
Meridian Financial Advisors, LLC History Added to 32,870 2,620 1.43% 1.28% 570 +4,417 15.52% Q4 2025 Jan 23, 2026
Clear Retirement Advice LLC History New 32,538 2,593 2.02% 571 +32,538 New Q4 2025 Feb 24, 2026
Insight Wealth Partners, LLC History Reduced 32,436 2,586 0.35% 0.79% 572 -178 -0.55% Q4 2025 Feb 17, 2026
Northeast Financial Group, Inc. History Added to 32,408 2,585 0.58% 0.63% 574 +662 2.09% Q4 2025 Feb 17, 2026
Hirtle Callaghan & Co LLC History No change 32,423 2,585 0.09% 0.09% 573 0 0.0% Q4 2025 Feb 04, 2026
McDonough Capital Management, Inc History Reduced 32,299 2,575 1.26% 1.31% 575 -281 -0.86% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History Reduced 32,175 2,565 0.08% 0.09% 576 -988 -2.98% Q4 2025 Jan 06, 2026
HB Wealth Management, LLC History Added to 32,089 2,558 0.02% 0.02% 577 +2,968 10.19% Q4 2025 Jan 28, 2026
Jacobi Capital Management LLC History Added to 31,973 2,549 0.15% 0.15% 578 +1,301 4.24% Q4 2025 Feb 13, 2026
North Forty Two & Co. History Added to 31,859 2,540 2.4% 2.27% 579 +2,788 9.59% Q4 2025 Feb 09, 2026
Cadence Bank History Added to 31,810 2,536 0.15% 0.14% 580 +3,533 12.49% Q4 2025 Jan 30, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 31,743 2,530 0.09% 0.1% 581 +660 2.12% Q4 2025 Jan 28, 2026
Ancora Advisors LLC History Reduced 31,550 2,515 0.05% 0.05% 582 -152 -0.48% Q4 2025 Feb 17, 2026
Plum Street Advisors, LLC History Reduced 31,278 2,493 0.89% 1.04% 583 -2,524 -7.47% Q4 2025 Feb 13, 2026
4WEALTH ADVISORS, INC. History Added to 31,239 2,490 2.12% 2.2% 584 +420 1.36% Q4 2025 Jan 21, 2026
SYKON CAPITAL LLC History Reduced 31,191 2,486 0.8% 1.12% 585 -10,673 -25.49% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 31,015 2,472 0.09% 0.09% 586 +1,340 4.52% Q4 2025 Jan 21, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 30,997 2,471 1.96% 2.15% 587 -2,677 -7.95% Q4 2025 Jan 16, 2026
Hegarty Advisors, LLC History New 30,960 2,468 2.14% 588 +30,960 New Q4 2025 Jan 29, 2026
LifeWealth Investments, LLC History Added to 30,870 2,461 0.78% 0.71% 589 +3,994 14.86% Q4 2025 Jan 26, 2026
Transcendent Capital Group LLC History Added to 30,812 2,456 1.11% 1.07% 590 +879 2.94% Q4 2025 Jan 26, 2026
Insight Inv LLC History Added to 30,627 2,441 1.37% 1.42% 591 +435 1.44% Q4 2025 Feb 06, 2026
FIDUCIARY TRUST CO History Reduced 30,439 2,426 0.03% 0.03% 592 -915 -2.92% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 30,019 2,393 0.03% 0.03% 593 -902 -2.92% Q4 2025 Feb 12, 2026
Titiun Yejiel History New 30,000 2,391 2.87% 594 +30,000 New Q4 2025 Apr 10, 2026
REGIONS FINANCIAL CORP History New 29,920 2,385 0.02% 595 +29,920 New Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Added to 29,883 2,382 0.01% 0.01% 596 +396 1.34% Q4 2025 Feb 12, 2026
Braun-Bostich & Associates Inc. History Added to 29,796 2,375 1.47% 1.46% 597 +722 2.48% Q4 2025 Jan 14, 2026
Topsail Wealth Management, LLC History Reduced 29,487 2,350 0.34% 0.4% 598 -450 -1.5% Q4 2025 Feb 04, 2026
Winter & Associates, Inc. History New 29,388 2,343 2.17% 599 +29,388 New Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 29,076 2,318 0.4% 0.33% 600 +5,012 20.83% Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 29,048 2,315 0.16% 601 +29,048 New Q4 2025 Feb 03, 2026
ASSETMARK, INC History Reduced 28,953 2,308 0.0% 0.02% 602 -71,491 -71.17% Q4 2025 Jan 23, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 28,912 2,305 0.61% 0.62% 603 +405 1.42% Q4 2025 Feb 05, 2026
ETF Store, Inc. History Added to 28,794 2,295 2.34% 2.24% 604 +2,319 8.76% Q4 2025 Jan 22, 2026
GREENBERG FINANCIAL GROUP History New 28,359 2,261 0.93% 605 +28,359 New Q4 2025 Jan 22, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 28,315 2,257 1.13% 1.27% 606 0 0.0% Q4 2025 Jan 23, 2026
KEYVANTAGE WEALTH, LLC History Reduced 28,275 2,254 0.96% 3.95% 607 -89,473 -75.99% Q4 2025 Feb 10, 2026
Sagace Wealth Management LLC History Added to 28,215 2,249 1.53% 1.52% 608 +256 0.92% Q4 2025 Feb 02, 2026
TD Waterhouse Canada Inc. History Added to 28,123 2,242 0.01% 0.01% 609 +3,097 12.38% Q4 2025 Jan 27, 2026
CALTON & ASSOCIATES, INC. History Added to 28,116 2,241 0.33% 0.16% 610 +14,961 113.73% Q4 2025 Feb 10, 2026
Kuhn & Co Investment Counsel History Added to 28,067 2,237 1.49% 1.72% 611 +890 3.27% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 28,001 2,232 0.07% 0.07% 612 +946 3.5% Q4 2025 Jan 14, 2026
Martin Capital Advisors, LLP History Reduced 27,860 2,221 1.3% 1.37% 613 -510 -1.8% Q4 2025 Jan 26, 2026
Virtue Capital Management, LLC History Added to 27,767 2,214 0.34% 0.11% 614 +15,518 126.69% Q4 2025 Feb 18, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 27,680 2,206 0.15% 0.06% 615 +16,255 142.28% Q4 2025 Jan 08, 2026
PROSPERITY BANCSHARES INC History New 27,612 2,201 1.99% 616 +27,612 New Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Added to 27,610 2,201 0.03% 0.04% 617 +191 0.7% Q4 2025 Jan 13, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 27,493 2,192 0.18% 0.14% 618 +7,590 38.13% Q4 2025 Feb 09, 2026
Strategic Blueprint, LLC History Reduced 27,406 2,185 0.13% 0.1% 619 -360 -1.3% Q4 2025 Jan 30, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Added to 27,303 2,176 0.37% 0.37% 620 +626 2.35% Q4 2025 Jan 21, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 27,025 2,154 1.01% 1.0% 622 +486 1.83% Q4 2025 Jan 26, 2026
Narus Financial Partners, LLC History Added to 27,017 2,154 0.59% 0.59% 621 +43 0.16% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 26,785 2,135 0.22% 0.29% 623 -4,478 -14.32% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Reduced 26,728 2,131 0.05% 0.06% 624 -3,479 -11.52% Q4 2025 Feb 04, 2026
D.B. Root & Company, LLC History Reduced 26,494 2,112 0.52% 0.6% 625 -3,273 -11.0% Q4 2025 Feb 03, 2026
FIRST HAWAIIAN BANK History No change 26,458 2,109 0.28% 0.27% 626 0 0.0% Q4 2025 Jan 05, 2026
PALLADIEM, LLC History New 26,376 2,105 2.0% 627 +26,376 New Q4 2025 Feb 11, 2026
Accurate Wealth Management, LLC History Added to 26,266 2,094 0.27% 0.26% 629 +1,499 6.05% Q4 2025 Jan 14, 2026
Gladstone Institutional Advisory LLC History Added to 26,272 2,094 0.08% 0.08% 628 +1,372 5.51% Q4 2025 Feb 17, 2026
PW Nova Financial Services LLC History New 26,081 2,080 0.79% 630 +26,081 New Q4 2025 Apr 09, 2026
Wilmington Savings Fund Society, FSB History Reduced 25,962 2,069 0.05% 0.05% 631 -1,658 -6.0% Q4 2025 Feb 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 25,923 2,066 0.23% 0.29% 632 -5,928 -18.61% Q4 2025 Jan 20, 2026
Snowden Capital Advisors LLC History Reduced 25,797 2,056 0.05% 0.06% 633 -309 -1.18% Q4 2025 Feb 17, 2026
Chemistry Wealth Management LLC History Reduced 25,613 2,042 0.38% 0.4% 634 -489 -1.87% Q4 2025 Jan 06, 2026
Tidal Investments LLC History No change 25,539 2,036 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 13, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 25,526 2,035 1.7% 1.83% 636 0 0.0% Q4 2025 Feb 03, 2026
Valley Financial Group, Inc. History Reduced 25,274 2,015 1.13% 1.68% 637 -11,704 -31.65% Q4 2025 Feb 18, 2026
Essex Financial Services, Inc. History Added to 25,096 2,000 0.11% 0.12% 638 +888 3.67% Q4 2025 Feb 10, 2026
Prosperity Advisers, LLC History New 24,941 1,988 1.64% 640 +24,941 New Q4 2025 Jan 23, 2026
Investment Advisory Group, LLC History Reduced 24,934 1,988 0.51% 0.56% 639 -673 -2.63% Q4 2025 Jan 23, 2026
CGN Advisors LLC History Added to 24,865 1,982 0.16% 0.16% 641 +1,069 4.49% Q4 2025 Jan 05, 2026
GeoWealth Management, LLC History Added to 24,827 1,979 0.07% 0.04% 642 +12,178 96.28% Q4 2025 Feb 17, 2026
Cornerstone Financial Management LLC History New 24,812 1,978 1.86% 643 +24,812 New Q4 2025 Feb 13, 2026
IFG Advisors, LLC History Added to 24,788 1,976 0.33% 0.2% 644 +9,755 64.89% Q4 2025 Jan 13, 2026
Compass Financial Group, Inc. History No change 24,783 1,975 0.87% 0.89% 645 0 0.0% Q4 2025 Feb 05, 2026
Mayflower Financial Advisors, LLC History Added to 24,547 1,957 0.24% 0.25% 646 +43 0.18% Q4 2025 Jan 13, 2026
London & Capital Asset Management Ltd History New 24,403 1,945 0.02% 647 +24,403 New Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Reduced 24,387 1,944 0.13% 0.24% 648 -19,142 -43.98% Q4 2025 Apr 02, 2026
US BANCORP \DE\ History Added to 24,252 1,933 0.0% 0.0% 649 +1,270 5.53% Q4 2025 Jan 30, 2026
Saba Capital Management, L.P. History New 24,140 1,924 0.06% 650 +24,140 New Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 24,052 1,919 0.0% 651 +24,052 New Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 24,072 1,919 0.09% 0.16% 652 +2,821 13.27% Q4 2025 Feb 17, 2026
Hexagon Capital Partners LLC History Added to 24,065 1,918 0.35% 0.35% 653 +1,930 8.72% Q4 2025 Feb 06, 2026
Cumberland Partners Ltd History No change 24,000 1,913 0.12% 0.13% 654 0 0.0% Q4 2025 Feb 06, 2026
Carr Financial Group Corp History Reduced 23,956 1,910 0.51% 0.56% 655 -1,437 -5.66% Q4 2025 Jan 09, 2026
MBE Wealth Management, LLC History Added to 23,813 1,898 0.79% 0.82% 656 +8 0.03% Q4 2025 Jan 21, 2026
Rosenberg Matthew Hamilton History Reduced 23,790 1,896 0.39% 0.46% 657 -2,765 -10.41% Q4 2025 Jan 05, 2026
Storen Legacy Partners, LLC History New 23,752 1,893 0.59% 658 +23,752 New Q4 2025 Mar 05, 2026
BURLING WEALTH PARTNERS, LLC History Added to 23,563 1,878 0.29% 0.14% 659 +13,048 124.09% Q4 2025 Feb 06, 2026
Factorial Partners, LLC History Reduced 23,500 1,873 1.24% 3.5% 660 -40,200 -63.11% Q4 2025 Feb 10, 2026
Level Wealth Management LLC History Added to 23,469 1,871 0.96% 0.95% 661 +916 4.06% Q4 2025 Feb 02, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 23,281 1,856 0.19% 0.19% 662 +369 1.61% Q4 2025 Feb 12, 2026
Aries Wealth Management History Reduced 23,187 1,848 0.41% 0.44% 663 -60 -0.26% Q4 2025 Jan 30, 2026
Gordian Advisors LLC History Added to 23,157 1,846 1.22% 1.23% 664 +258 1.13% Q4 2025 Feb 09, 2026
A. D. Beadell Investment Counsel, Inc. History Added to 23,026 1,835 1.19% 1.25% 665 +20 0.09% Q4 2025 Jan 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 22,958 1,830 0.21% 0.2% 666 +3,695 19.18% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 22,900 1,825 0.01% 0.01% 667 +3,522 18.18% Q4 2025 Feb 11, 2026
Alta Wealth Advisors LLC History Added to 22,856 1,822 0.61% 0.65% 668 +2 0.01% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Added to 22,574 1,799 0.04% 0.04% 669 +267 1.2% Q4 2025 Jan 14, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 22,460 1,790 0.88% 0.4% 670 +11,654 107.85% Q4 2025 Feb 17, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 22,401 1,786 0.76% 0.76% 671 +371 1.68% Q4 2025 Jan 22, 2026
Stonekeep Investments, LLC History Reduced 22,152 1,766 1.13% 1.19% 672 -1,409 -5.98% Q4 2025 Jan 07, 2026
Clear Point Advisors Inc. History Added to 22,001 1,754 1.36% 1.28% 673 +1,380 6.69% Q4 2025 Feb 10, 2026
Berkeley Capital Partners, LLC History Added to 21,855 1,742 0.41% 0.37% 674 +2,243 11.44% Q4 2025 Feb 05, 2026
New England Private Wealth Advisors LLC History Added to 21,682 1,728 0.22% 0.21% 675 +1,593 7.93% Q4 2025 Feb 13, 2026
GM Advisory Group, LLC History Reduced 21,500 1,714 0.07% 0.07% 676 -268 -1.23% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History No change 21,234 1,692 0.02% 0.02% 677 0 0.0% Q4 2025 Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 21,184 1,689 0.02% 0.02% 678 -437 -2.02% Q4 2025 Feb 09, 2026
Clarity Capital Advisors, LLC History Added to 21,081 1,680 0.84% 0.82% 680 +2,285 12.16% Q4 2025 Feb 11, 2026
PKS Advisory Services, LLC History Added to 21,077 1,680 0.38% 0.34% 679 +959 4.77% Q4 2025 Feb 02, 2026
GTS SECURITIES LLC History Added to 21,001 1,674 0.06% 0.04% 681 +8,574 68.99% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 22,741 1,658 0.04% 0.04% 682 -257 -1.12% Q4 2025 Feb 11, 2026
Bakala Capital LLC History Added to 20,754 1,654 7.82% 8.77% 683 +433 2.13% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Reduced 20,592 1,642 0.1% 0.13% 684 -4,847 -19.05% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History Reduced 20,527 1,636 0.19% 0.23% 685 -1,363 -6.23% Q4 2025 Jan 12, 2026
Washington Trust Advisors, Inc. History Added to 20,418 1,627 0.12% 0.12% 686 +1,044 5.39% Q4 2025 Feb 03, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 20,175 1,608 0.35% 0.36% 687 +730 3.75% Q4 2025 Jan 20, 2026
TBH Global Asset Management, LLC History New 19,181 1,606 0.27% 688 +19,181 New Q4 2025 Jan 29, 2026
Long Island Wealth Management, Inc. History Added to 20,149 1,606 0.76% 0.76% 689 +569 2.91% Q4 2025 Jan 21, 2026
Friedenthal Financial History Added to 19,993 1,594 0.82% 0.76% 690 +1,683 9.19% Q4 2025 Jan 27, 2026
Summit Wealth Partners, LLC History Reduced 19,818 1,580 0.29% 0.31% 691 -1,477 -6.94% Q4 2025 Jan 27, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 19,743 1,574 0.08% 0.08% 692 -50 -0.25% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Added to 19,680 1,572 0.0% 0.0% 693 +1,522 8.38% Q4 2025 Feb 10, 2026
AXS Investments LLC History Reduced 19,717 1,572 0.75% 0.69% 694 -64 -0.32% Q4 2025 Feb 10, 2026
Sovereign Investment Advisors, LLC History Added to 19,667 1,568 0.39% 0.35% 695 +3,639 22.7% Q4 2025 Feb 13, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 19,540 1,557 0.49% 0.44% 696 +2,754 16.41% Q4 2025 Feb 10, 2026
Great Diamond Partners, LLC History Reduced 19,250 1,534 0.3% 0.3% 697 -350 -1.79% Q4 2025 Feb 06, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 19,196 1,530 0.26% 698 +19,196 New Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History Reduced 19,159 1,527 0.05% 0.06% 699 -2,638 -12.1% Q4 2025 Feb 17, 2026
Powell Investment Advisors, LLC History No change 19,085 1,521 0.52% 0.53% 700 0 0.0% Q4 2025 Feb 09, 2026
Scott Capital Advisors, LLC History Added to 19,039 1,517 0.34% 0.3% 701 +2,348 14.07% Q4 2025 Jan 12, 2026
SONATA CAPITAL GROUP INC History Added to 19,007 1,515 0.55% 0.56% 702 +29 0.15% Q4 2025 Jan 26, 2026
Ramiah Investment Group History Added to 18,995 1,514 1.48% 1.44% 703 +755 4.14% Q4 2025 Jan 28, 2026
Choate Investment Advisors History Reduced 18,836 1,501 0.03% 0.04% 704 -2,999 -13.73% Q4 2025 Feb 09, 2026
Vontobel Holding Ltd. History Added to 18,808 1,499 0.0% 0.0% 706 +271 1.46% Q4 2025 Feb 13, 2026
Ironwood Investment Counsel, LLC History Reduced 18,808 1,499 0.21% 0.22% 705 -147 -0.78% Q4 2025 Feb 06, 2026
Houlihan Financial Resource Group, Ltd. History Added to 18,743 1,497 0.57% 0.73% 707 +8,384 80.93% Q4 2025 Feb 10, 2026
Stockman Wealth Management, Inc. History No change 18,775 1,496 0.17% 0.19% 708 0 0.0% Q4 2025 Jan 29, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 18,718 1,492 0.37% 0.37% 709 +813 4.54% Q4 2025 Jan 23, 2026
First County Bank /CT/ History No change 18,635 1,485 0.78% 0.76% 710 0 0.0% Q4 2025 Jan 14, 2026
Empowered Funds, LLC History New 18,615 1,484 0.03% 711 +18,615 New Q4 2025 Feb 18, 2026
Pitcairn Wealth Advisors LLC History New 18,536 1,477 0.13% 712 +18,536 New Q4 2025 Feb 13, 2026
Berkshire Money Management, Inc. History Added to 18,513 1,476 0.14% 0.15% 713 +745 4.19% Q4 2025 Jan 27, 2026
Simplicity Wealth,LLC History Added to 18,306 1,459 0.09% 0.07% 714 +2,263 14.11% Q4 2025 Jan 30, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 18,288 1,458 0.09% 0.09% 715 +800 4.57% Q4 2025 Feb 04, 2026
Cypress Capital, LLC History Reduced 18,271 1,456 0.41% 0.42% 716 -47 -0.26% Q4 2025 Feb 06, 2026
BridgePort Financial Solutions, LLC History Added to 18,225 1,453 0.39% 0.37% 717 +782 4.48% Q4 2025 Jan 16, 2026
Beaumont Financial Advisors, LLC History Added to 18,206 1,451 0.1% 0.1% 718 +1 0.01% Q4 2025 Jan 16, 2026
Clearwater Capital Advisors, LLC History Reduced 18,197 1,450 0.12% 0.24% 720 -17,751 -49.38% Q4 2025 Feb 09, 2026
Krilogy Financial LLC History Added to 18,156 1,450 0.05% 0.05% 719 +1,152 6.77% Q4 2025 Jan 27, 2026
Round Rock Advisors LLC History Reduced 18,113 1,444 0.22% 0.24% 721 -528 -2.83% Q4 2025 Apr 07, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 18,033 1,437 0.11% 0.12% 722 -859 -4.55% Q4 2025 Feb 04, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 17,953 1,431 0.14% 0.11% 723 +3,588 24.98% Q4 2025 Jan 20, 2026
MFA Wealth Services History Added to 17,891 1,426 0.96% 0.95% 724 +757 4.42% Q4 2025 Jan 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 17,869 1,424 0.05% 0.04% 725 +2,795 18.54% Q4 2025 Feb 12, 2026
Elite Financial, Inc. History Added to 17,860 1,423 0.65% 0.63% 726 +670 3.9% Q4 2025 Feb 12, 2026
Clarity Wealth Development LLC History Added to 17,810 1,419 1.2% 1.19% 727 +1,410 8.6% Q4 2025 Feb 11, 2026
Fortis Capital Management LLC History Reduced 17,734 1,413 0.19% 0.2% 728 -12 -0.07% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 17,700 1,411 0.93% 1.56% 729 -12,734 -41.84% Q4 2025 Feb 10, 2026
Independence Bank of Kentucky History No change 17,635 1,406 0.17% 0.18% 730 0 0.0% Q4 2025 Jan 20, 2026
PDS Planning, Inc History Reduced 17,568 1,400 0.09% 0.1% 731 -788 -4.29% Q4 2025 Jan 26, 2026
Capital Asset Advisory Services LLC History Added to 17,522 1,398 0.06% 0.04% 732 +5,407 44.63% Q4 2025 Jan 09, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 17,455 1,391 0.12% 0.13% 733 -1,793 -9.32% Q4 2025 Feb 03, 2026
BHK Investment Advisors, LLC History Reduced 17,444 1,390 0.46% 0.56% 734 -1,450 -7.67% Q4 2025 Feb 03, 2026
Exchange Bank History Added to 17,427 1,389 0.96% 0.93% 735 +574 3.41% Q4 2025 Jan 13, 2026
Ellis Investment Partners, LLC History Reduced 17,288 1,378 0.24% 0.25% 736 -347 -1.97% Q4 2025 Feb 02, 2026
Cambridge Advisors Inc. History Added to 17,278 1,377 0.26% 0.27% 737 +74 0.43% Q4 2025 Jan 21, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 17,173 1,369 0.09% 0.09% 738 -354 -2.02% Q4 2025 Jan 21, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 16,867 1,344 0.19% 0.21% 739 -1,750 -9.4% Q4 2025 Jan 14, 2026
Fullerton Advisors, LLC History New 16,852 1,343 1.34% 740 +16,852 New Q4 2025 Feb 02, 2026
Crabel Capital Management, LLC History Added to 16,693 1,330 1.01% 0.72% 741 +6,618 65.69% Q4 2025 Feb 17, 2026
Kelman-Lazarov, Inc. History Added to 16,672 1,329 0.19% 0.19% 742 +232 1.41% Q4 2025 Jan 26, 2026
Nabity-Jensen Investment Management Inc History Added to 16,659 1,328 0.9% 0.89% 743 +606 3.77% Q4 2025 Jan 26, 2026
BANK HAPOALIM BM History Added to 16,486 1,314 0.11% 0.16% 744 +252 1.55% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 16,442 1,310 0.08% 0.09% 745 +326 2.02% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Added to 16,419 1,309 0.0% 0.0% 746 +1,613 10.89% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 16,398 1,307 0.01% 0.01% 747 +636 4.04% Q4 2025 Feb 06, 2026
EASTERN BANK History Added to 16,390 1,306 0.02% 0.01% 748 +6,900 72.71% Q4 2025 Jan 14, 2026
Creegan & Nassoura Financial Group, LLC History New 16,320 1,301 0.85% 749 +16,320 New Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Reduced 16,172 1,289 0.07% 0.07% 750 -211 -1.29% Q4 2025 Mar 04, 2026
FMR LLC History Added to 16,087 1,282 0.0% 0.0% 751 +1,602 11.06% Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Added to 16,050 1,279 0.07% 0.04% 752 +6,722 72.06% Q4 2025 Jan 12, 2026
BFSG, LLC History Added to 16,050 1,279 0.12% 0.11% 753 +1,232 8.31% Q4 2025 Jan 22, 2026
Retirement Investment Advisors, Inc. History Reduced 16,034 1,278 0.1% 0.11% 754 -1,031 -6.04% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Reduced 16,012 1,276 0.01% 0.02% 755 -1,934 -10.78% Q4 2025 Jan 15, 2026
Axis Wealth Partners, LLC History Added to 15,980 1,274 0.7% 0.74% 756 +83 0.52% Q4 2025 Jan 30, 2026
MISSION WEALTH MANAGEMENT, LP History New 15,974 1,273 0.03% 757 +15,974 New Q4 2025 Feb 05, 2026
Curi Capital, LLC History Added to 15,916 1,268 0.02% 0.02% 758 +358 2.3% Q4 2025 Feb 17, 2026
KINTRA WEALTH, LLC History New 15,856 1,264 0.18% 759 +15,856 New Q4 2025 Feb 18, 2026
Octavia Wealth Advisors, LLC History Reduced 15,772 1,257 0.12% 0.13% 760 -495 -3.04% Q4 2025 Jan 23, 2026
Blue Edge Capital, LLC History Added to 15,643 1,247 0.17% 0.06% 761 +10,150 184.78% Q4 2025 Feb 12, 2026
Aegis Wealth Management LLC History Added to 15,609 1,244 0.7% 0.66% 762 +125 0.81% Q4 2025 Jan 14, 2026
Stelac Advisory Services LLC History No change 15,501 1,235 0.44% 0.43% 763 0 0.0% Q4 2025 Feb 12, 2026
ATX Financial Planning, LLC History New 15,404 1,228 0.95% 764 +15,404 New Q4 2025 Feb 19, 2026
YHB Investment Advisors, Inc. History Reduced 15,328 1,222 0.08% 0.09% 765 -673 -4.21% Q4 2025 Jan 16, 2026
New Insight Wealth Advisors History Added to 15,315 1,221 0.44% 0.44% 766 +595 4.04% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Added to 15,258 1,216 0.09% 0.11% 767 +166 1.1% Q4 2025 Jan 28, 2026
SHP Wealth Management History New 15,117 1,205 0.09% 768 +15,117 New Q4 2025 Mar 04, 2026
Indivisible Partners History New 15,090 1,203 0.13% 769 +15,090 New Q4 2025 Feb 03, 2026
Conservest Capital Advisors, Inc. History Added to 14,931 1,190 0.11% 0.05% 770 +8,185 121.33% Q4 2025 Feb 12, 2026
CWS Financial Advisors, LLC History Added to 14,894 1,187 0.32% 0.08% 772 +11,089 291.43% Q4 2025 Feb 06, 2026
FIRST TRUST ADVISORS LP History Added to 14,891 1,187 0.0% 0.0% 771 +373 2.57% Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Added to 14,879 1,186 0.0% 0.0% 773 +6,430 76.1% Q4 2025 Feb 17, 2026
Creekside Partners History Added to 14,738 1,175 0.5% 0.52% 774 +68 0.46% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 14,656 1,168 0.34% 0.35% 775 0 0.0% Q4 2025 Jan 22, 2026
Tillman Hartley LLC History No change 14,649 1,167 0.29% 0.3% 776 0 0.0% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 14,534 1,158 0.09% 0.33% 777 -44,024 -75.18% Q4 2025 Jan 23, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 14,401 1,148 0.78% 0.82% 778 0 0.0% Q4 2025 Feb 13, 2026
Bauman Advisory Group, LLC History New 14,380 1,146 0.92% 779 +14,380 New Q4 2025 Feb 20, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 14,352 1,144 0.91% 780 +14,352 New Q4 2025 Feb 11, 2026
NorthCrest Asset Manangement, LLC History Reduced 14,314 1,142 0.03% 0.03% 781 -1,671 -10.45% Q4 2025 Jan 08, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 14,300 1,140 0.0% 0.0% 782 +1,600 12.6% Q4 2025 Feb 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 14,275 1,138 0.04% 0.03% 783 +3,677 34.7% Q4 2025 Feb 13, 2026
CURIO WEALTH, LLC History Reduced 14,279 1,137 0.4% 0.48% 784 -351 -2.4% Q4 2025 Feb 11, 2026
Trivium Point Advisory, LLC History Added to 14,221 1,133 0.11% 0.09% 786 +3,617 34.11% Q4 2025 Jan 26, 2026
Cambria Investment Management, L.P. History Added to 14,213 1,133 0.07% 0.07% 785 +374 2.7% Q4 2025 Feb 17, 2026
Mezzasalma Advisors, LLC History Added to 14,109 1,125 0.27% 0.28% 787 +194 1.39% Q4 2025 Jan 21, 2026
Algorithmic Investment Models, LLC History Reduced 14,041 1,119 1.38% 0.77% 788 -520 -3.57% Q4 2025 Feb 10, 2026
WULFF, HANSEN & CO. History Reduced 13,945 1,111 0.93% 1.0% 789 -592 -4.07% Q4 2025 Feb 03, 2026
M3 Wealth Management, LLC History New 13,923 1,110 0.88% 791 +13,923 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Added to 13,923 1,110 0.88% 0.84% 790 +2,520 22.1% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 13,884 1,107 0.0% 0.0% 792 +11,276 432.36% Q4 2025 Feb 17, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 13,866 1,105 0.12% 0.12% 793 +27 0.2% Q4 2025 Jan 28, 2026
RoundAngle Advisors LLC History Added to 13,850 1,104 0.8% 0.85% 794 +64 0.46% Q4 2025 Jan 12, 2026
WoodTrust Financial Corp History Added to 13,750 1,096 0.13% 0.1% 795 +3,752 37.53% Q4 2025 Jan 30, 2026
VERITY Wealth Advisors History Added to 13,618 1,085 0.67% 0.68% 796 +47 0.35% Q4 2025 Jan 07, 2026
Stratos Wealth Partners, LTD. History Reduced 13,584 1,083 0.01% 0.01% 797 -33 -0.24% Q4 2025 Jan 20, 2026
Lee Financial Co History New 13,486 1,075 0.15% 799 +13,486 New Q4 2025 Jan 22, 2026
TRUE Private Wealth Advisors History Added to 13,494 1,075 0.11% 0.1% 800 +1,316 10.81% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 13,490 1,075 0.01% 0.01% 798 -549 -3.91% Q4 2025 Feb 05, 2026
Garden State Investment Advisory Services LLC History Added to 13,385 1,068 0.24% 0.23% 803 +366 2.81% Q4 2025 Feb 17, 2026
Summit Global Investments History Added to 13,396 1,068 0.06% 0.06% 801 +68 0.51% Q4 2025 Feb 18, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 13,399 1,068 0.12% 0.13% 802 0 0.0% Q4 2025 Feb 11, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Added to 13,362 1,065 0.45% 0.31% 804 +4,174 45.43% Q4 2025 Feb 13, 2026
Alteri Wealth LLC History Added to 13,352 1,064 0.34% 0.36% 805 +217 1.65% Q4 2025 Feb 11, 2026
Quartz Partners, LLC History Reduced 13,303 1,060 0.39% 0.39% 806 -84 -0.63% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History No change 13,240 1,055 0.02% 0.02% 807 0 0.0% Q4 2025 Feb 13, 2026
Peregrine Asset Advisers, Inc. History Reduced 13,222 1,054 0.3% 0.32% 808 -199 -1.48% Q4 2025 Feb 02, 2026
Westmount Partners, LLC History Added to 13,144 1,047 0.26% 0.27% 809 +4 0.03% Q4 2025 Jan 15, 2026
Rothschild Capital Partners, LLC History Added to 13,069 1,041 0.24% 0.18% 810 +3,267 33.33% Q4 2025 Feb 17, 2026
Jackson Hole Capital Partners, LLC History No change 12,983 1,035 0.18% 0.18% 811 0 0.0% Q4 2025 Jan 30, 2026
Sage Capital Advisors,llc History Added to 12,932 1,031 0.25% 0.25% 812 +4 0.03% Q4 2025 Jan 06, 2026
M Holdings Securities, Inc. History New 12,889 1,028 0.07% 813 +12,889 New Q4 2025 Feb 11, 2026
Pekin Hardy Strauss, Inc. History Added to 12,856 1,025 0.09% 0.1% 814 +949 7.97% Q4 2025 Jan 30, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 12,829 1,022 0.18% 0.17% 816 +1,802 16.34% Q4 2025 Feb 06, 2026
Grandview Asset Management LLC History Reduced 12,828 1,022 0.28% 0.3% 815 -350 -2.66% Q4 2025 Jan 26, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 12,786 1,019 0.05% 0.05% 817 +3,349 35.49% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Reduced 12,783 1,019 0.02% 0.03% 818 -381 -2.89% Q4 2025 Jan 28, 2026
POWER WEALTH MANAGEMENT LLC History Added to 12,789 1,019 0.36% 0.37% 819 +38 0.3% Q4 2025 Feb 17, 2026
Grand Central Investment Group History New 12,753 1,016 0.74% 820 +12,753 New Q4 2025 Feb 18, 2026
Kingsview Wealth Management, LLC History Reduced 12,732 1,015 0.01% 0.02% 821 -1,323 -9.41% Q4 2025 Feb 09, 2026
Cambridge Financial Group, LLC History Reduced 12,675 1,011 0.35% 0.39% 823 -2,607 -17.06% Q4 2025 Jan 09, 2026
Loudon Investment Management, LLC History Added to 12,692 1,011 0.53% 0.52% 822 +375 3.04% Q4 2025 Feb 12, 2026
CHAPIN DAVIS, INC. History Added to 12,634 1,007 0.24% 0.24% 824 +593 4.92% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History Reduced 12,564 1,001 0.0% 0.0% 825 -3,718 -22.84% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 12,532 999 0.06% 0.06% 826 -2,616 -17.27% Q4 2025 Feb 17, 2026
Altus Wealth Group LLC History Reduced 12,541 999 0.4% 0.44% 827 -881 -6.56% Q4 2025 Feb 13, 2026
Ridgeline Wealth Planning, LLC History Added to 12,505 997 0.71% 0.69% 828 +951 8.23% Q4 2025 Feb 03, 2026
LifePlan Financial, LLC History Reduced 12,503 996 0.76% 0.8% 829 -213 -1.68% Q4 2025 Jan 20, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 12,413 989 0.03% 0.0% 830 +12,254 7706.92% Q4 2025 Jan 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 12,394 988 0.0% 0.04% 831 -107,787 -89.69% Q4 2025 Jan 15, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 12,294 980 0.02% 0.02% 832 +1,381 12.65% Q4 2025 Jan 23, 2026
Atlas Brown,Inc. History Added to 12,268 978 0.29% 0.29% 833 +5 0.04% Q4 2025 Jan 09, 2026
SRH ADVISORS, LLC History Added to 12,236 975 0.28% 0.14% 834 +6,275 105.27% Q4 2025 Jan 21, 2026
Ballast Financial Advisors LLC History New 12,129 967 1.0% 835 +12,129 New Q4 2025 Feb 17, 2026
Winch Advisory Services, LLC History Added to 12,099 964 0.21% 0.19% 836 +1,771 17.15% Q4 2025 Feb 03, 2026
SHAYNE & JACOBS, LLC History Reduced 12,085 963 0.29% 0.3% 837 -115 -0.94% Q4 2025 Jan 27, 2026
Sovereign Financial Group, Inc. History Reduced 12,059 961 0.17% 0.19% 838 -605 -4.78% Q4 2025 Jan 07, 2026
Frank, Rimerman Advisors LLC History Added to 12,048 960 0.06% 0.06% 839 +474 4.1% Q4 2025 Jan 15, 2026
HT Partners LLC History Added to 12,038 959 0.29% 0.29% 840 +84 0.7% Q4 2025 Jan 21, 2026
Discipline Wealth Solutions, LLC History Added to 11,962 953 0.18% 0.16% 841 +4,234 54.79% Q4 2025 Jan 26, 2026
NOVEM GROUP History Added to 11,936 951 0.11% 0.11% 842 +327 2.82% Q4 2025 Jan 27, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 11,908 949 0.27% 0.29% 843 -12 -0.1% Q4 2025 Feb 11, 2026
L. Roy Papp & Associates, LLP History Reduced 11,900 948 0.1% 0.11% 844 -267 -2.19% Q4 2025 Jan 28, 2026
Obermeyer Wealth Partners History Reduced 11,825 942 0.04% 0.04% 845 -13 -0.11% Q4 2025 Jan 29, 2026
RCW Management, LLC History New 11,806 941 0.95% 846 +11,806 New Q4 2025 Jan 30, 2026
Meredith Wealth Planning History Added to 11,785 939 0.28% 0.29% 847 +243 2.11% Q4 2025 Jan 16, 2026
Shelter Mutual Insurance Co History No change 11,762 937 0.21% 0.21% 848 0 0.0% Q4 2025 Feb 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 11,680 931 0.15% 849 +11,680 New Q4 2025 Feb 18, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 11,625 926 0.12% 0.13% 850 +1,425 13.97% Q4 2025 Feb 17, 2026
Ariadne Wealth Management, LP History Added to 11,571 925 0.38% 0.4% 851 +459 4.13% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Added to 11,548 920 0.03% 0.05% 852 +1,609 16.19% Q4 2025 Feb 04, 2026
Boreal Capital Management LLC History Reduced 11,494 916 0.69% 0.88% 853 -2,148 -15.75% Q4 2025 Feb 17, 2026
Riverview Capital Advisers, LLC History Added to 11,417 910 0.28% 0.07% 854 +8,457 285.71% Q4 2025 Feb 17, 2026
BluePrint Investing LLC History New 11,395 908 0.72% 855 +11,395 New Q4 2025 Feb 05, 2026
City State Bank History Reduced 11,320 902 0.25% 0.26% 856 -95 -0.83% Q4 2025 Jan 28, 2026
FIDUCIENT ADVISORS LLC History Added to 11,224 894 0.11% 0.1% 857 +4 0.04% Q4 2025 Feb 10, 2026
HHM Wealth Advisors, LLC History No change 11,102 885 0.1% 0.1% 858 0 0.0% Q4 2025 Jan 22, 2026
Western Wealth Management, LLC History Added to 11,041 880 0.04% 0.04% 859 +1,586 16.77% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,936 873 0.02% 0.02% 860 0 0.0% Q4 2025 Jan 26, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 10,893 868 0.14% 0.14% 861 +90 0.83% Q4 2025 Feb 11, 2026
Arkadios Wealth Advisors History Added to 10,804 861 0.02% 0.02% 862 +2,041 23.29% Q4 2025 Feb 13, 2026
Prepared Retirement Institute LLC History Added to 10,752 857 0.43% 0.44% 863 +126 1.19% Q4 2025 Jan 29, 2026
Prosperity Planning, Inc. History Reduced 10,663 850 0.22% 0.23% 864 -98 -0.91% Q4 2025 Jan 14, 2026
Pallas Capital Advisors LLC History No change 10,665 850 0.03% 0.03% 865 0 0.0% Q4 2025 Jan 14, 2026
Cascades Capital Asset Management, LLC History Reduced 10,468 834 0.35% 0.39% 866 -600 -5.42% Q4 2025 Feb 04, 2026
SAX WEALTH ADVISORS, LLC History Reduced 10,451 833 0.04% 0.05% 867 -189 -1.78% Q4 2025 Jan 12, 2026
Compound Planning, Inc. History Reduced 10,434 831 0.02% 0.03% 868 -484 -4.43% Q4 2025 Feb 19, 2026
Orin Green Financial, LLC History Reduced 10,401 829 0.33% 0.36% 870 -935 -8.25% Q4 2025 Feb 06, 2026
IPG Investment Advisors LLC History No change 10,400 829 0.15% 0.15% 869 0 0.0% Q4 2025 Feb 09, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 10,393 828 0.26% 0.23% 871 +1,817 21.19% Q4 2025 Jan 07, 2026
TMB Capital Partners, LLC History New 10,362 826 0.28% 873 +10,362 New Q4 2025 Feb 19, 2026
CIBC WORLD MARKET INC. History Added to 10,361 826 0.0% 0.0% 872 +212 2.09% Q4 2025 Feb 10, 2026
SteelPeak Wealth, LLC History Reduced 10,350 825 0.03% 0.04% 874 -5,566 -34.97% Q4 2025 Jan 20, 2026
Eagle Bay Advisors LLC History Reduced 10,290 820 0.6% 1.2% 875 -8,767 -46.0% Q4 2025 Jan 23, 2026
Pictet North America Advisors SA History Added to 10,270 818 0.08% 0.05% 877 +3,790 58.49% Q4 2025 Jan 16, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 10,259 818 0.04% 0.05% 876 +998 10.78% Q4 2025 Jan 26, 2026
LEUTHOLD GROUP, LLC History Reduced 10,259 817 0.09% 0.1% 878 -896 -8.03% Q4 2025 Feb 05, 2026
PETRA FINANCIAL ADVISORS INC History Added to 10,226 815 0.48% 0.48% 879 +15 0.15% Q4 2025 Jan 21, 2026
Essex Bank History Added to 10,218 814 0.18% 0.18% 880 +22 0.22% Q4 2025 Feb 02, 2026
Arrowroot Family Office, LLC History New 10,190 812 0.3% 882 +10,190 New Q4 2025 Feb 11, 2026
SkyOak Wealth, LLC History No change 10,186 812 0.15% 0.15% 881 0 0.0% Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History Reduced 10,146 808 0.02% 0.02% 883 -14 -0.14% Q4 2025 Feb 02, 2026
WEALTH EFFECTS LLC History Added to 10,120 806 0.25% 0.26% 884 +2 0.02% Q4 2025 Jan 26, 2026
Zuckerman Investment Group, LLC History Added to 10,050 801 0.07% 0.07% 885 +178 1.8% Q4 2025 Feb 13, 2026
WEST PACES ADVISORS INC. History New 10,020 798 0.15% 886 +10,020 New Q4 2025 Jan 21, 2026
Wharton Business Group, LLC History Added to 10,005 797 0.03% 0.03% 887 +155 1.57% Q4 2025 Feb 11, 2026
Bare Financial Services, Inc History Added to 9,890 788 0.22% 0.23% 888 +317 3.31% Q4 2025 Feb 06, 2026
Gridiron Partners, LLC History Reduced 9,871 787 0.45% 0.45% 889 -36,917 -78.9% Q4 2025 Jan 08, 2026
ARWA LLC History New 9,839 784 0.46% 890 +9,839 New Q4 2025 Feb 27, 2026
V2 Financial group LLC History Added to 9,807 781 0.38% 0.43% 891 +100 1.03% Q4 2025 Jan 21, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 9,756 777 0.19% 0.31% 892 -4,777 -32.87% Q4 2025 Feb 27, 2026
Prime Capital Investment Advisors, LLC History Added to 9,666 770 0.01% 0.01% 893 +3,641 60.43% Q4 2025 Jan 21, 2026
Arax Advisory Partners History Reduced 9,643 768 0.02% 0.37% 894 -249,079 -96.27% Q4 2025 Feb 13, 2026
Advyzon Investment Management, LLC History Added to 9,532 759 0.09% 0.1% 895 +2,282 31.48% Q4 2025 Feb 13, 2026
WJ Financial Advisors LLC History Added to 9,525 759 0.68% 0.6% 896 +1,812 23.49% Q4 2025 Feb 02, 2026
UMB Bank, n.a. History New 9,505 757 0.01% 897 +9,505 New Q4 2025 Feb 13, 2026
Summa Corp. History No change 9,500 757 0.32% 0.33% 898 0 0.0% Q4 2025 Jan 21, 2026
GDS Wealth Management History Reduced 9,458 754 0.05% 0.05% 899 -694 -6.84% Q4 2025 Feb 02, 2026
Caldwell Trust Co History Added to 9,359 746 0.07% 0.01% 900 +8,679 1276.32% Q4 2025 Jan 30, 2026
Cooper Financial Group History Reduced 9,340 744 0.08% 0.1% 902 -1,441 -13.37% Q4 2025 Jan 08, 2026
ProVise Management Group, LLC History Reduced 9,339 744 0.05% 0.06% 901 -280 -2.91% Q4 2025 Jan 29, 2026
Advisory Alpha, LLC History Reduced 9,306 742 0.02% 0.03% 903 -2,456 -20.88% Q4 2025 Feb 06, 2026
KELLEHER FINANCIAL ADVISORS History Added to 9,285 740 0.17% 0.16% 904 +1,435 18.28% Q4 2025 Jan 20, 2026
Sandy Cove Advisors, LLC History Added to 9,268 738 0.22% 0.18% 905 +2,320 33.39% Q4 2025 Feb 09, 2026
Seven Post Investment Office LP History New 9,255 737 0.26% 906 +9,255 New Q4 2025 Jan 29, 2026
Freestone Capital Holdings, LLC History Added to 9,207 734 0.02% 0.02% 907 +1,419 18.22% Q4 2025 Jan 23, 2026
Mission Creek Capital Partners, Inc. History Reduced 9,196 733 0.15% 0.16% 908 -990 -9.72% Q4 2025 Feb 12, 2026
Focus Financial Network, Inc. History New 9,092 724 0.03% 909 +9,092 New Q4 2025 Jan 12, 2026
Caitlin John, LLC History Reduced 9,085 724 0.47% 0.51% 910 -178 -1.92% Q4 2025 Feb 18, 2026
WFA of San Diego, LLC History Added to 9,070 723 0.53% 0.49% 911 +110 1.23% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History Reduced 9,056 722 0.02% 1.65% 912 -498,592 -98.22% Q4 2025 Feb 13, 2026
Miller Capital Partners, Inc. History New 9,040 720 0.36% 913 +9,040 New Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 9,012 718 0.04% 914 +9,012 New Q4 2025 Feb 17, 2026
Vantage Financial Partners, LLC History Reduced 8,974 715 0.15% 0.15% 916 -207 -2.25% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History Added to 8,978 715 0.06% 0.06% 915 +142 1.61% Q4 2025 Jan 26, 2026
Centurion Wealth Management LLC History Added to 8,935 712 0.16% 0.16% 917 +362 4.22% Q4 2025 Jan 14, 2026
NWAM LLC History Reduced 8,916 711 0.04% 0.04% 919 -1,097 -10.96% Q4 2025 Feb 04, 2026
WEDBUSH SECURITIES INC History Reduced 8,915 711 0.02% 0.02% 918 -278 -3.02% Q4 2025 Feb 12, 2026
Bank of New Hampshire History New 8,885 708 0.16% 920 +8,885 New Q4 2025 Mar 16, 2026
Claris Financial LLC History Reduced 8,877 707 0.38% 0.42% 921 -416 -4.48% Q4 2025 Feb 19, 2026
IEQ CAPITAL, LLC History Reduced 8,865 706 0.0% 0.0% 922 -1,211 -12.02% Q4 2025 Feb 13, 2026
Winthrop Capital Management, LLC History Added to 8,858 706 0.16% 0.16% 923 +477 5.69% Q4 2025 Feb 10, 2026
Balboa Wealth Partners History Added to 8,835 704 0.12% 0.11% 924 +814 10.15% Q4 2025 Jan 16, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 8,808 702 0.33% 0.3% 925 +1,035 13.32% Q4 2025 Feb 13, 2026
ANB BANK History No change 8,735 696 0.28% 0.28% 926 0 0.0% Q4 2025 Feb 13, 2026
REDW Wealth LLC History Reduced 8,708 694 0.26% 0.31% 927 -1,491 -14.62% Q4 2025 Jan 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 8,688 692 0.04% 0.04% 928 +713 8.94% Q4 2025 Feb 17, 2026
ORRSTOWN FINANCIAL SERVICES INC History Added to 8,670 691 0.12% 0.09% 929 +2,321 36.56% Q4 2025 Jan 15, 2026
F/m Investments LLC History No change 8,671 691 0.03% 0.03% 930 0 0.0% Q4 2025 Feb 03, 2026
MITCHELL SINKLER & STARR/PA History No change 8,655 690 0.31% 0.31% 931 0 0.0% Q4 2025 Feb 11, 2026
Hidden Cove Wealth Management, LLC History Reduced 8,629 687 0.44% 0.62% 932 -3,162 -26.82% Q4 2025 Feb 02, 2026
Keener Financial Planning LLC History Added to 8,606 686 0.3% 0.29% 933 +716 9.07% Q4 2025 Jan 23, 2026
Baker Avenue Asset Management, LP History No change 8,584 684 0.02% 0.02% 934 0 0.0% Q4 2025 Feb 10, 2026
PFG Advisors History Added to 8,496 677 0.03% 0.02% 936 +1,409 19.88% Q4 2025 Jan 27, 2026
ATWOOD & PALMER INC History No change 8,500 677 0.04% 0.04% 935 0 0.0% Q4 2025 Jan 28, 2026
Pines Wealth Management, LLC History Added to 8,431 672 0.22% 0.22% 937 +414 5.16% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History Reduced 8,416 671 0.01% 0.02% 938 -2,495 -22.87% Q4 2025 Jan 22, 2026
Heritage Trust Co History No change 8,413 670 0.07% 0.07% 939 0 0.0% Q4 2025 Feb 10, 2026
Empirical Asset Management, LLC History Reduced 8,366 667 0.19% 0.24% 940 -2,577 -23.55% Q4 2025 Feb 06, 2026
Woodside Wealth Management LLC History Reduced 8,324 663 0.49% 0.53% 942 -13 -0.16% Q4 2025 Jan 30, 2026
FIRST INTERSTATE BANK History No change 8,322 663 0.04% 0.04% 941 0 0.0% Q4 2025 Jan 29, 2026
Berger Financial Group, Inc History Added to 8,312 662 0.04% 0.04% 943 +231 2.86% Q4 2025 Jan 27, 2026
FC Advisory LLC History Reduced 8,299 661 0.19% 0.21% 944 -473 -5.39% Q4 2025 Jan 13, 2026
IHT Wealth Management, LLC History Reduced 8,243 657 0.02% 0.03% 945 -7,654 -48.15% Q4 2025 Feb 17, 2026
Weaver Consulting Group History Added to 8,208 654 0.16% 0.15% 947 +652 8.63% Q4 2025 Feb 10, 2026
BARRETT & COMPANY, INC. History Added to 8,204 654 0.22% 0.22% 946 +16 0.2% Q4 2025 Jan 28, 2026
Cypress Wealth Services, LLC History Added to 8,086 644 0.09% 0.11% 948 +1 0.01% Q4 2025 Jan 14, 2026
Monetary Solutions, Ltd History New 8,021 639 0.63% 949 +8,021 New Q4 2025 Feb 23, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Added to 7,753 638 0.82% 0.54% 950 +3,210 70.66% Q4 2025 Feb 23, 2026
Garner Asset Management Corp History New 8,000 637 0.24% 951 +8,000 New Q4 2025 Feb 03, 2026
Wallington Asset Management, LLC History Added to 7,895 629 0.08% 0.08% 952 +640 8.82% Q4 2025 Jan 14, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History No change 7,880 628 0.15% 0.14% 953 0 0.0% Q4 2025 Feb 13, 2026
Iron Gate Global Advisors LLC History New 7,867 627 0.06% 954 +7,867 New Q4 2025 Feb 17, 2026
Aprio Wealth Management, LLC History New 7,848 625 0.04% 955 +7,848 New Q4 2025 Jan 29, 2026
Midwest Trust Co History Reduced 7,821 623 0.01% 0.02% 956 -9,214 -54.09% Q4 2025 Feb 04, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 7,778 620 0.03% 0.02% 957 +3,367 76.33% Q4 2025 Feb 04, 2026
Advisor OS, LLC History Reduced 7,784 620 0.05% 0.05% 958 -116 -1.47% Q4 2025 Feb 04, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 7,772 619 0.21% 0.23% 959 -320 -3.95% Q4 2025 Jan 27, 2026
Hudson Oak Wealth Advisory LLC History New 7,734 616 0.54% 960 +7,734 New Q4 2025 Jan 23, 2026
Legacy Advisory Services, LLC History Added to 7,700 613 0.46% 0.46% 962 +98 1.29% Q4 2025 Jan 23, 2026
ArchPoint Investors History No change 7,700 613 0.15% 0.17% 961 0 0.0% Q4 2025 Feb 13, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Added to 7,635 608 0.16% 0.14% 963 +953 14.26% Q4 2025 Feb 06, 2026
Murphy & Mullick Capital Management Corp History Reduced 7,617 607 0.44% 0.51% 964 -977 -11.37% Q4 2025 Feb 10, 2026
REICON WEALTH ADVISORS, LLC History New 7,595 605 0.44% 965 +7,595 New Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 7,590 605 0.0% 966 +7,590 New Q4 2025 Feb 13, 2026
Pillar Financial Advisors, LLC History Reduced 7,540 601 0.36% 0.51% 968 -2,573 -25.44% Q4 2025 Feb 02, 2026
Wealthcare Capital Partners, LLC History Added to 7,543 601 0.28% 0.25% 967 +831 12.38% Q4 2025 Jan 14, 2026
DUNCKER STREETT & CO INC History Reduced 7,519 599 0.11% 0.11% 969 -701 -8.53% Q4 2025 Jan 27, 2026
BESSEMER GROUP INC History Added to 7,492 597 0.0% 0.0% 970 +1,345 21.88% Q4 2025 Feb 05, 2026
Integrated Investment Consultants, LLC History Reduced 7,437 592 0.12% 0.12% 972 -1,641 -18.08% Q4 2025 Mar 03, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 7,437 592 0.1% 0.09% 971 0 0.0% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Added to 7,358 586 0.03% 0.03% 974 +227 3.18% Q4 2025 Jan 05, 2026
JFS WEALTH ADVISORS, LLC History No change 7,360 586 0.03% 0.03% 973 0 0.0% Q4 2025 Jan 14, 2026
Bulwark Capital Corp History Reduced 7,232 576 0.41% 0.52% 975 -1,090 -13.1% Q4 2025 Jan 12, 2026
ForthRight Wealth Management, LLC History New 7,112 567 0.16% 976 +7,112 New Q4 2025 Jan 13, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 7,080 564 0.02% 0.02% 977 +1,157 19.53% Q4 2025 Feb 13, 2026
Coordinated Financial Services, Inc. History Reduced 7,085 564 0.32% 0.37% 978 -135 -1.87% Q4 2025 Feb 09, 2026
Alaethes Wealth, LLC History New 7,052 562 0.16% 979 +7,052 New Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History Reduced 6,997 559 0.14% 0.24% 980 -4,302 -38.07% Q4 2025 Jan 29, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 7,000 558 0.47% 982 +7,000 New Q4 2025 Feb 13, 2026
WMS Group LLC History New 7,000 558 0.71% 983 +7,000 New Q4 2025 Mar 03, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 7,008 558 0.16% 0.17% 981 -421 -5.67% Q4 2025 Jan 23, 2026
GenTrust, LLC History Added to 6,997 557 0.02% 0.02% 984 +1,070 18.05% Q4 2025 Feb 02, 2026
Csenge Advisory Group History Added to 6,998 557 0.03% 0.03% 985 +127 1.85% Q4 2025 Feb 06, 2026
Brindle & Bay Financial Advisors, LLC History New 6,854 546 0.36% 987 +6,854 New Q4 2025 Jan 29, 2026
WealthCollab, LLC History Added to 6,851 546 0.22% 0.24% 986 +213 3.21% Q4 2025 Jan 27, 2026
Orcam Financial Group History Reduced 6,802 542 0.41% 0.59% 988 -2,330 -25.51% Q4 2025 Feb 06, 2026
Everstar Asset Management, LLC History Reduced 6,793 541 0.29% 0.31% 989 -162 -2.33% Q4 2025 Feb 05, 2026
HANCOCK WHITNEY CORP History Reduced 6,779 540 0.01% 0.01% 990 -573 -7.79% Q4 2025 Feb 17, 2026
Fourth Dimension Wealth, LLC History Reduced 6,706 534 0.19% 0.2% 991 -15 -0.22% Q4 2025 Feb 04, 2026
Objectivity Squared, LLC History Added to 6,682 532 0.3% 0.24% 993 +1,707 34.31% Q4 2025 Feb 02, 2026
LaFleur & Godfrey LLC History No change 6,675 532 0.06% 0.06% 992 0 0.0% Q4 2025 Feb 03, 2026
Lansing Street Advisors History Added to 6,654 530 0.14% 0.14% 994 +98 1.49% Q4 2025 Jan 26, 2026
Ignite Planners, LLC History Added to 6,588 527 0.08% 0.08% 995 +492 8.07% Q4 2025 Feb 06, 2026
Crescent Sterling, Ltd. History New 6,576 524 0.54% 996 +6,576 New Q4 2025 Jan 07, 2026
First International Bank of Israel Ltd. History Reduced 6,574 524 0.25% 0.3% 997 -24 -0.36% Q4 2025 Feb 12, 2026
FWG Holdings, LLC History No change 6,549 523 0.2% 0.23% 998 0 0.0% Q4 2025 Feb 02, 2026
Uncommon Cents Investing LLC History Added to 6,549 522 0.13% 0.13% 999 +4 0.06% Q4 2025 Jan 15, 2026
Clear Creek Financial Management, LLC History Added to 6,521 519 0.04% 0.04% 1000 +502 8.34% Q4 2025 Jan 23, 2026
APS Management Group, Inc. History Added to 6,451 514 0.44% 0.45% 1001 +91 1.43% Q4 2025 Jan 28, 2026
Advisors Asset Management, Inc. History Reduced 6,376 508 0.01% 0.01% 1002 -2,395 -27.31% Q4 2025 Feb 12, 2026
Stonebridge Financial Planning Group, LLC History Reduced 6,367 507 0.18% 0.2% 1003 -253 -3.82% Q4 2025 Feb 05, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 6,244 497 0.27% 0.32% 1004 -778 -11.08% Q4 2025 Jan 12, 2026
SAGE RHINO CAPITAL LLC History No change 6,231 496 0.09% 0.1% 1005 0 0.0% Q4 2025 Jan 30, 2026
Charter Oak Capital Management, LLC History Added to 6,200 494 0.04% 0.03% 1006 +1,701 37.81% Q4 2025 Jan 23, 2026
Bragg Financial Advisors, Inc History Reduced 6,190 493 0.02% 0.02% 1008 -94 -1.5% Q4 2025 Feb 13, 2026
ZWJ INVESTMENT COUNSEL INC History No change 6,191 493 0.02% 0.02% 1007 0 0.0% Q4 2025 Jan 23, 2026
Heartwood Wealth Advisors LLC History No change 6,184 493 0.05% 0.05% 1009 0 0.0% Q4 2025 Jan 12, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 6,141 490 0.07% 0.09% 1010 -2,106 -25.54% Q4 2025 Jan 21, 2026
Y.D. More Investments Ltd History Added to 6,123 488 0.02% 0.03% 1011 +440 7.74% Q4 2025 Jan 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 6,119 487 0.03% 0.05% 1012 -4,974 -44.84% Q4 2025 Jan 20, 2026
TCI Wealth Advisors, Inc. History Added to 5,986 477 0.03% 0.01% 1013 +3,162 111.97% Q4 2025 Feb 02, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 5,963 475 0.19% 0.19% 1014 0 0.0% Q4 2025 Feb 13, 2026
Seelaus Asset Management LLC History Reduced 5,957 474 0.38% 0.38% 1015 -7 -0.12% Q4 2025 Feb 04, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 5,933 473 0.08% 0.08% 1016 +428 7.77% Q4 2025 Feb 11, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 5,909 471 0.23% 0.22% 1017 +819 16.09% Q4 2025 Jan 30, 2026
Ausdal Financial Partners, Inc. History Added to 5,901 470 0.02% 0.02% 1018 +821 16.16% Q4 2025 Feb 13, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 5,903 470 0.17% 0.17% 1019 +76 1.3% Q4 2025 Jan 14, 2026
Stonebridge Financial Group, LLC History Added to 5,838 465 0.04% 0.04% 1020 +65 1.13% Q4 2025 Jan 21, 2026
Q3 Asset Management History Reduced 5,826 464 0.11% 0.19% 1021 -1,025 -14.96% Q4 2025 Jan 27, 2026
Prospect Financial Services LLC History Reduced 5,814 463 0.27% 0.27% 1022 -166 -2.78% Q4 2025 Feb 06, 2026
SEIZERT CAPITAL PARTNERS, LLC History Added to 5,806 462 0.02% 0.02% 1023 +85 1.49% Q4 2025 Feb 02, 2026
Keating Financial Advisory Services, Inc. History New 5,784 461 0.06% 1024 +5,784 New Q4 2025 Feb 09, 2026
INTEGRITY ALLIANCE, LLC. History New 5,762 459 0.02% 1025 +5,762 New Q4 2025 Feb 09, 2026
Procyon Advisors, LLC History Added to 5,735 457 0.02% 0.03% 1026 +12 0.21% Q4 2025 Jan 07, 2026
Harvest Investment Services, LLC History Added to 5,726 456 0.09% 0.09% 1027 +46 0.81% Q4 2025 Feb 17, 2026
Madison Wealth Partners, Inc History New 5,715 455 0.08% 1029 +5,715 New Q4 2025 Feb 10, 2026
WEALTH ALLIANCE, LLC History Added to 5,709 455 0.04% 0.05% 1028 +83 1.48% Q4 2025 Feb 13, 2026
Compass Financial Group, INC/SD History Reduced 5,675 452 0.06% 0.08% 1030 -962 -14.49% Q4 2025 Jan 27, 2026
Hyundai Investments Co., Ltd. History New 5,639 450 0.44% 1032 +5,639 New Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 5,645 450 0.01% 0.01% 1031 +31 0.55% Q4 2025 Jan 23, 2026
Tortoise Investment Management, LLC History Reduced 5,630 448 0.04% 0.06% 1033 -2,365 -29.58% Q4 2025 Feb 06, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 5,615 447 0.0% 0.0% 1034 0 0.0% Q4 2025 Jan 15, 2026
BANQUE PICTET & CIE SA History Reduced 5,595 446 0.0% 0.0% 1035 -2,136 -27.63% Q4 2025 Jan 16, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 5,598 446 0.01% 0.01% 1036 +267 5.01% Q4 2025 Jan 12, 2026
FIFTH THIRD BANCORP History Added to 5,590 445 0.0% 0.0% 1037 +900 19.19% Q4 2025 Feb 02, 2026
MGO Private Wealth, LLC History Added to 5,519 440 0.27% 0.26% 1039 +16 0.29% Q4 2025 Feb 10, 2026
Darrow Company, Inc. History No change 5,521 440 0.2% 0.21% 1038 0 0.0% Q4 2025 Jan 27, 2026
Hilltop Partners LLC History Reduced 5,445 434 0.11% 0.14% 1040 -266 -4.66% Q4 2025 Feb 10, 2026
RMR Wealth Builders History Reduced 5,398 430 0.03% 0.04% 1041 -269 -4.75% Q4 2025 Jan 29, 2026
COMMERCE BANK History Added to 5,387 429 0.0% 0.0% 1042 +217 4.2% Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Added to 5,346 426 0.07% 0.07% 1043 +72 1.37% Q4 2025 Jan 20, 2026
Praetorian Wealth Management, Inc. History Added to 5,342 425 0.08% 0.08% 1044 +212 4.13% Q4 2025 Jan 14, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 5,285 421 0.31% 0.35% 1045 -552 -9.46% Q4 2025 Feb 06, 2026
Security Financial Services, INC. History Added to 5,270 420 0.07% 0.07% 1046 +154 3.01% Q4 2025 Jan 27, 2026
CV Advisors LLC History No change 5,267 419 0.11% 0.12% 1047 0 0.0% Q4 2025 Jan 20, 2026
SHAKER INVESTMENTS LLC/OH History Added to 5,244 418 0.17% 0.17% 1048 +74 1.43% Q4 2025 Jan 30, 2026
Plotkin Financial Advisors, LLC History Reduced 5,240 417 0.2% 0.22% 1049 -212 -3.89% Q4 2025 Feb 19, 2026
Future Financial Wealth Managment LLC History Added to 5,200 414 0.28% 0.26% 1050 +100 1.96% Q4 2025 Jan 21, 2026
DMC Group, LLC History Added to 5,145 410 0.27% 0.25% 1051 +535 11.61% Q4 2025 Jan 21, 2026
SC&H Financial Advisors, Inc. History No change 5,144 410 0.06% 0.07% 1052 0 0.0% Q4 2025 Jan 21, 2026
Anson Capital, Inc. History Added to 5,141 409 0.3% 0.3% 1053 +72 1.42% Q4 2025 Feb 04, 2026
Nadler Financial Group, Inc. History New 5,119 408 0.04% 1054 +5,119 New Q4 2025 Jan 28, 2026
LVW Advisors, LLC History Added to 5,118 408 0.04% 0.02% 1055 +2,518 96.85% Q4 2025 Jan 14, 2026
Barnes Wealth Management Group, Inc History Added to 5,087 405 0.22% 0.22% 1057 +111 2.23% Q4 2025 Feb 24, 2026
CENTAURUS FINANCIAL, INC. History Reduced 5,076 405 0.02% 0.02% 1056 -27 -0.53% Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 5,071 404 0.01% 0.01% 1058 0 0.0% Q4 2025 Feb 12, 2026
Livet Wealth, LLC History New 5,066 403 0.25% 1060 +5,066 New Q4 2025 Feb 13, 2026
Essential Planning, LLC. History Reduced 5,063 403 0.13% 0.19% 1059 -1,848 -26.74% Q4 2025 Jan 15, 2026
SG Americas Securities, LLC History No change 5,041 402 0.0% 0.0% 1061 0 0.0% Q4 2025 Jan 09, 2026
Main Management LLC History No change 4,954 395 0.03% 0.03% 1062 0 0.0% Q4 2025 Feb 10, 2026
KPP Advisory Services LLC History Added to 4,948 394 0.06% 0.06% 1064 +292 6.27% Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Added to 4,945 394 0.03% 0.03% 1063 +229 4.86% Q4 2025 Jan 29, 2026
Prospera Capital Management, LLC History Added to 4,941 393 0.2% 0.14% 1067 +1,304 35.85% Q4 2025 Jan 20, 2026
White Knight Strategic Wealth Advisors, LLC History Reduced 4,937 393 0.29% 0.34% 1066 -436 -8.11% Q4 2025 Feb 20, 2026
Boston Trust Walden Corp History Added to 4,936 393 0.0% 0.0% 1065 +375 8.22% Q4 2025 Jan 28, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 4,883 390 0.06% 0.04% 1068 +1,709 53.84% Q4 2025 Feb 11, 2026
Vista Cima Wealth Management LLC History Added to 4,882 389 0.32% 0.32% 1070 +28 0.58% Q4 2025 Feb 11, 2026
Redwood Financial Network Corp History Added to 4,884 389 0.25% 0.25% 1069 +3 0.06% Q4 2025 Feb 10, 2026
Beacon Bank & Trust History Reduced 4,878 388 0.08% 0.1% 1072 -718 -12.83% Q4 2025 Feb 17, 2026
Sound View Wealth Advisors Group, LLC History Reduced 4,878 388 0.03% 0.03% 1071 -15 -0.31% Q4 2025 Jan 08, 2026
Integrated Wealth Concepts LLC History Reduced 4,845 386 0.0% 0.01% 1073 -4,795 -49.74% Q4 2025 Feb 13, 2026
Churchill Financial Advisors, LLC History New 4,833 385 0.12% 1076 +4,833 New Q4 2025 Feb 09, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 4,841 385 0.03% 0.03% 1074 -750 -13.41% Q4 2025 Jan 23, 2026
Keebeck Wealth Management History No change 4,840 385 0.04% 0.05% 1075 0 0.0% Q4 2025 Feb 17, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 4,825 384 0.03% 0.04% 1077 -659 -12.02% Q4 2025 Jan 16, 2026
Midwest Financial Group LLC History Reduced 4,813 383 0.17% 0.19% 1080 -225 -4.47% Q4 2025 Jan 20, 2026
Carter Financial Group, INC. History Added to 4,808 383 0.23% 0.23% 1079 +105 2.23% Q4 2025 Feb 13, 2026
Raab & Moskowitz Asset Management LLC History Reduced 4,814 383 0.08% 0.09% 1078 -50 -1.03% Q4 2025 Jan 20, 2026
CRA Financial Services, LLC History New 4,799 382 0.05% 1081 +4,799 New Q4 2025 Jan 16, 2026
Verum Partners LLC History Added to 4,804 382 0.08% 0.08% 1082 +25 0.52% Q4 2025 Jan 14, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 4,783 381 0.03% 0.03% 1083 -222 -4.44% Q4 2025 Feb 02, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 4,774 380 0.31% 0.51% 1084 -1,692 -26.17% Q4 2025 Feb 02, 2026
Capital Investment Advisory Services, LLC History Added to 4,765 379 0.03% 0.03% 1085 +667 16.28% Q4 2025 Jan 21, 2026
Gilbert Capital Group, Inc. History Added to 4,734 377 0.28% 0.26% 1087 +555 13.28% Q4 2025 Jan 23, 2026
Windsor Capital Management, LLC History Reduced 4,740 377 0.1% 0.11% 1086 -213 -4.3% Q4 2025 Jan 15, 2026
EQ WEALTH ADVISORS, LLC History Added to 4,739 377 0.22% 0.25% 1088 +6 0.13% Q4 2025 Feb 02, 2026
Life Planning Partners, Inc History Added to 4,728 376 0.29% 0.2% 1091 +1,262 36.41% Q4 2025 Jan 16, 2026
Williams Jones Wealth Management, LLC. History Added to 4,722 376 0.0% 0.0% 1089 +924 24.33% Q4 2025 Feb 13, 2026
RAM Investment Partners, LLC History Added to 4,720 376 0.07% 0.07% 1092 +15 0.32% Q4 2025 Feb 12, 2026
Thrive Wealth Management, LLC History No change 4,725 376 0.06% 0.06% 1090 0 0.0% Q4 2025 Jan 12, 2026
Downshift Financial, LLC History New 4,677 373 0.23% 1093 +4,677 New Q4 2025 Mar 11, 2026
WealthShield Partners, LLC History Reduced 4,669 372 0.04% 0.05% 1094 -994 -17.55% Q4 2025 Feb 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 4,675 372 0.0% 0.01% 1095 -775 -14.22% Q4 2025 Feb 10, 2026
Navigation Wealth Management, Inc. History Added to 4,673 372 0.55% 0.5% 1096 +395 9.23% Q4 2025 Jan 29, 2026
Altiora Financial Group, LLC History Added to 4,641 370 0.06% 0.07% 1097 +51 1.11% Q4 2025 Feb 12, 2026
CLARIS ADVISORS, LLC / MO / History No change 4,631 369 0.11% 0.13% 1098 0 0.0% Q4 2025 Jan 16, 2026
Secure Asset Management, LLC History New 4,620 368 0.06% 1099 +4,620 New Q4 2025 Jan 20, 2026
Regal Investment Advisors LLC History Reduced 4,615 367 0.02% 0.03% 1100 -1,026 -18.19% Q4 2025 Feb 17, 2026
1492 Capital Management LLC History Reduced 4,613 367 0.14% 0.15% 1101 -100 -2.12% Q4 2025 Feb 10, 2026
Trek Financial, LLC History Added to 4,599 366 0.02% 0.02% 1102 +21 0.46% Q4 2025 Feb 04, 2026
Evolution Advisers, Inc. History Added to 4,578 365 0.16% 0.16% 1103 +124 2.78% Q4 2025 Jan 23, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 4,572 364 0.04% 0.03% 1104 +965 26.75% Q4 2025 Jan 20, 2026
FIRST FOUNDATION ADVISORS History Added to 4,571 364 0.01% 0.01% 1105 +356 8.45% Q4 2025 Feb 04, 2026
Invariant Investment Management History New 4,555 363 0.23% 1107 +4,555 New Q4 2025 Jan 26, 2026
Saxony Capital Management, LLC History Reduced 4,561 363 0.22% 0.25% 1106 -155 -3.29% Q4 2025 Jan 15, 2026
Chicago Capital, LLC History Reduced 4,514 359 0.01% 0.01% 1108 -2,805 -38.32% Q4 2025 Jan 26, 2026
Mengis Capital Management, Inc. History New 4,495 358 0.06% 1109 +4,495 New Q4 2025 Mar 05, 2026
EJMK Ventures LLC History New 4,466 356 0.22% 1110 +4,466 New Q4 2025 Mar 03, 2026
Physician Wealth Advisors, Inc. History Reduced 4,452 354 0.05% 0.05% 1111 -257 -5.46% Q4 2025 Jan 29, 2026
CFC Planning Co LLC History No change 4,408 351 0.27% 0.29% 1112 0 0.0% Q4 2025 Jan 30, 2026
Thrive Capital Management, LLC History Reduced 4,393 350 0.08% 0.24% 1113 -7,397 -62.74% Q4 2025 Feb 09, 2026
Rollins Financial Advisors, LLC History New 4,395 350 0.05% 1114 +4,395 New Q4 2025 Feb 04, 2026
Crews Bank & Trust History Reduced 4,396 350 0.05% 0.06% 1116 -1,000 -18.53% Q4 2025 Jan 21, 2026
Aspetuck Financial Management LLC History Reduced 4,400 350 0.24% 0.25% 1115 -200 -4.35% Q4 2025 Feb 11, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 4,353 347 0.05% 0.06% 1117 -475 -9.84% Q4 2025 Jan 14, 2026
ADE, LLC History No change 4,354 347 0.17% 0.18% 1118 0 0.0% Q4 2025 Feb 10, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 4,350 347 0.02% 0.02% 1119 0 0.0% Q4 2025 Feb 03, 2026
SeaCrest Wealth Management, LLC History Added to 4,319 344 0.03% 0.03% 1120 +176 4.25% Q4 2025 Jan 12, 2026
SWEENEY & MICHEL, LLC History Added to 4,285 342 0.1% 0.11% 1121 +46 1.09% Q4 2025 Feb 13, 2026
Tempo Wealth, LLC History New 4,287 341 0.06% 1122 +4,287 New Q4 2025 Feb 25, 2026
Pacific Point Advisors, LLC History No change 4,250 338 0.18% 0.2% 1123 0 0.0% Q4 2025 Jan 21, 2026
Estate Counselors, LLC History Reduced 4,195 334 0.03% 0.99% 1124 -140,425 -97.1% Q4 2025 Feb 02, 2026
Coppell Advisory Solutions LLC History Added to 4,175 333 0.03% 0.03% 1125 +132 3.26% Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Reduced 4,163 331 0.01% 0.01% 1126 -64 -1.51% Q4 2025 Jan 20, 2026
Community Bank, N.A. History Reduced 4,152 330 0.04% 0.04% 1127 -375 -8.28% Q4 2025 Feb 04, 2026
IVC Wealth Advisors LLC History Added to 4,137 329 0.14% 0.14% 1128 +128 3.19% Q4 2025 Jan 16, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 4,125 328 0.12% 0.18% 1130 -1,689 -29.05% Q4 2025 Jan 13, 2026
Element Wealth, LLC History Reduced 4,116 328 0.14% 0.14% 1129 -21 -0.51% Q4 2025 Feb 13, 2026
GC Wealth Management RIA, LLC History Added to 4,108 327 0.01% 0.01% 1131 +34 0.83% Q4 2025 Jan 30, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Reduced 4,100 326 0.05% 3.4% 1132 -38,500 -90.38% Q4 2025 Feb 11, 2026
Dakota Wealth Management History Added to 4,050 322 0.01% 0.01% 1133 +662 19.54% Q4 2025 Jan 13, 2026
Columbus Macro, LLC History Added to 4,042 322 0.04% 0.03% 1134 +226 5.92% Q4 2025 Jan 15, 2026
SOL Capital Management CO History No change 4,020 321 0.03% 0.03% 1135 0 0.0% Q4 2025 Jan 30, 2026
Fiduciary Alliance LLC History Added to 4,015 320 0.02% 0.02% 1137 +760 23.35% Q4 2025 Jan 22, 2026
Pine Haven Investment Counsel, Inc History No change 4,014 320 0.23% 0.23% 1136 0 0.0% Q4 2025 Jan 08, 2026
HUB Investment Partners, LLC History Reduced 4,013 319 0.01% 0.01% 1138 -1,108 -21.64% Q4 2025 Feb 17, 2026
Matisse Capital History No change 4,000 318 0.14% 0.14% 1139 0 0.0% Q4 2025 Jan 29, 2026
DiNuzzo Private Wealth, Inc. History New 3,964 316 0.03% 1140 +3,964 New Q4 2025 Jan 16, 2026
OneAscent Family Office, LLC History No change 3,974 316 0.21% 0.26% 1141 0 0.0% Q4 2025 Feb 11, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Reduced 3,944 314 0.21% 0.23% 1142 -11 -0.28% Q4 2025 Feb 09, 2026
Cannon Financial Strategists, Inc. History Added to 3,942 314 0.04% 0.04% 1143 +8 0.2% Q4 2025 Feb 04, 2026
SBI Securities Co., Ltd. History Added to 3,929 313 0.01% 0.0% 1144 +2,728 227.14% Q4 2025 Feb 03, 2026
CoreCap Advisors, LLC History Reduced 3,934 313 0.01% 0.01% 1145 -512 -11.52% Q4 2025 Jan 13, 2026
Van Diest Capital, LLC History New 3,889 310 0.46% 1146 +3,889 New Q4 2025 Feb 19, 2026
Maridea Wealth Management LLC History Reduced 3,859 307 0.05% 0.05% 1149 -113 -2.84% Q4 2025 Jan 08, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 3,861 307 0.01% 0.01% 1147 +55 1.45% Q4 2025 Feb 03, 2026
Cunning Capital Partners, LP History No change 3,850 307 0.14% 0.14% 1148 0 0.0% Q4 2025 Feb 11, 2026
Index Fund Advisors, Inc. History Added to 3,834 305 0.01% 0.01% 1151 +753 24.44% Q4 2025 Jan 29, 2026
Coastline Trust Co History Reduced 3,837 305 0.03% 0.03% 1150 -250 -6.12% Q4 2025 Jan 05, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History No change 3,827 305 0.02% 0.02% 1152 0 0.0% Q4 2025 Jan 08, 2026
Trilogy Capital Inc. History Added to 3,825 304 0.01% 0.01% 1153 +400 11.68% Q4 2025 Jan 22, 2026
BCS Private Wealth Management, Inc. History No change 3,810 303 0.1% 0.11% 1154 0 0.0% Q4 2025 Jan 26, 2026
Fonville Wealth Management LLC History Reduced 3,766 300 0.06% 0.07% 1155 -101 -2.61% Q4 2025 Jan 23, 2026
Accel Wealth Management History Added to 3,742 298 0.08% 0.09% 1156 +43 1.16% Q4 2025 Jan 20, 2026
Winthrop Advisory Group LLC History Added to 3,719 296 0.03% 0.02% 1157 +1,076 40.71% Q4 2025 Jan 21, 2026
CERTUITY, LLC History Reduced 3,710 295 0.02% 0.03% 1158 -2,528 -40.53% Q4 2025 Jan 30, 2026
VANGUARD GROUP INC History Added to 3,696 294 0.0% 0.0% 1159 +31 0.85% Q4 2025 Jan 29, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 3,639 290 0.05% 0.06% 1160 -265 -6.79% Q4 2025 Feb 11, 2026
Team Financial Group, LLC History Added to 3,641 290 0.13% 0.13% 1161 +154 4.42% Q4 2025 Jan 13, 2026
Wiser Wealth Management, Inc History New 3,625 289 0.06% 1163 +3,625 New Q4 2025 Jan 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 3,628 289 0.0% 0.0% 1164 +485 15.43% Q4 2025 Feb 11, 2026
HANOVER ADVISORS INC History No change 3,632 289 0.11% 0.11% 1162 0 0.0% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 3,584 285 0.01% 0.01% 1165 -106 -2.87% Q4 2025 Feb 06, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 3,547 283 0.11% 1166 +3,547 New Q4 2025 Feb 12, 2026
Stephens Consulting, LLC History Reduced 3,544 282 0.09% 0.11% 1167 -506 -12.49% Q4 2025 Jan 13, 2026
Vident Advisory, LLC History No change 3,533 281 0.0% 0.0% 1168 0 0.0% Q4 2025 Feb 18, 2026
Meriwether Wealth & Planning, LLC History No change 3,526 281 0.16% 0.16% 1169 0 0.0% Q4 2025 Jan 14, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 3,517 280 0.08% 0.12% 1170 -1,231 -25.93% Q4 2025 Feb 11, 2026
Institute for Wealth Management, LLC. History Reduced 3,506 279 0.03% 0.07% 1171 -5,073 -59.13% Q4 2025 Jan 27, 2026
Affinity Capital Advisors, LLC History Reduced 3,499 278 0.04% 0.06% 1172 -1,147 -24.69% Q4 2025 Jan 09, 2026
Triton Financial Group Inc History No change 3,490 278 0.18% 0.19% 1173 0 0.0% Q4 2025 Feb 03, 2026
Biltmore Family Office, LLC History Added to 3,484 277 0.04% 0.03% 1174 +491 16.4% Q4 2025 Feb 04, 2026
Great Waters Wealth Management History Reduced 3,452 275 0.03% 0.03% 1175 -29 -0.83% Q4 2025 Jan 15, 2026
McIlrath & Eck, LLC History Added to 3,438 274 0.03% 0.01% 1176 +2,792 432.2% Q4 2025 Feb 03, 2026
Penobscot Investment Management Company, Inc. History No change 3,390 270 0.02% 0.02% 1177 0 0.0% Q4 2025 Jan 27, 2026
C2C Wealth Management, LLC History No change 3,394 270 0.23% 0.23% 1178 0 0.0% Q4 2025 Jan 21, 2026
Faithward Advisors, LLC History Added to 3,377 269 0.04% 0.03% 1179 +487 16.85% Q4 2025 Feb 17, 2026
Bellecapital International Ltd. History No change 3,371 268 0.05% 0.04% 1180 0 0.0% Q4 2025 Feb 02, 2026
Smartleaf Asset Management LLC History Reduced 3,357 267 0.01% 0.02% 1182 -965 -22.33% Q4 2025 Feb 13, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 3,350 267 0.17% 0.17% 1181 0 0.0% Q4 2025 Feb 13, 2026
Banco Santander, S.A. History New 3,328 265 0.0% 1183 +3,328 New Q4 2025 Feb 13, 2026
Legacy Edge Advisors, LLC History New 3,315 264 0.03% 1186 +3,315 New Q4 2025 Feb 02, 2026
Latko Wealth Management, Ltd. History Reduced 3,313 264 0.13% 0.15% 1185 -269 -7.51% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Reduced 3,315 264 0.01% 0.02% 1184 -240 -6.75% Q4 2025 Feb 05, 2026
Bigelow Investment Advisors, LLC History Reduced 3,308 263 0.1% 0.12% 1188 -445 -11.86% Q4 2025 Jan 28, 2026
Liberty Capital Management, Inc. History Reduced 3,303 263 0.05% 0.05% 1187 -82 -2.42% Q4 2025 Jan 26, 2026
Summit Financial Strategies, Inc. History New 3,281 261 0.02% 1189 +3,281 New Q4 2025 Jan 27, 2026
LAKE STREET PRIVATE WEALTH, LLC History New 3,278 261 0.03% 1191 +3,278 New Q4 2025 Jan 07, 2026
TOWNSQUARE CAPITAL LLC History Reduced 3,280 261 0.06% 0.04% 1190 -75 -2.24% Q4 2025 Feb 11, 2026
Beaird Harris Wealth Management, LLC History Added to 3,276 261 0.02% 0.02% 1192 +48 1.49% Q4 2025 Feb 23, 2026
PEOPLES BANK /OH History New 3,252 259 0.16% 1193 +3,252 New Q4 2025 Jan 29, 2026
Elm Partners Management LLC History No change 3,255 259 0.01% 0.01% 1194 0 0.0% Q4 2025 Feb 10, 2026
Tyche Wealth Partners LLC History Added to 3,239 258 0.04% 0.05% 1195 +1 0.03% Q4 2025 Jan 23, 2026
Glen Eagle Advisors, LLC History Added to 3,239 258 0.04% 0.04% 1196 +1 0.03% Q4 2025 Feb 13, 2026
Boyd Wealth Management, LLC History New 3,198 254 0.11% 1198 +3,198 New Q4 2025 Jan 28, 2026
STOCK YARDS BANK & TRUST CO History No change 3,193 254 0.01% 0.01% 1197 0 0.0% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History Reduced 3,177 253 0.01% 0.01% 1199 -67 -2.07% Q4 2025 Jan 29, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 3,149 251 0.11% 0.12% 1200 +46 1.48% Q4 2025 Jan 28, 2026
Opus Financial Solutions LLC History New 3,142 250 0.24% 1201 +3,142 New Q4 2025 Feb 17, 2026
Portfolio Resources Advisor Group, Inc. History New 3,115 248 0.25% 1204 +3,115 New Q4 2025 Feb 13, 2026
LifeGoal Investments, LLC History New 3,113 248 0.17% 1205 +3,113 New Q4 2025 Jan 15, 2026
Investmark Advisory Group LLC History Added to 3,110 248 0.11% 0.11% 1203 +17 0.55% Q4 2025 Jan 28, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 3,107 248 0.01% 0.01% 1202 -10 -0.32% Q4 2025 Feb 12, 2026
BEACON FINANCIAL GROUP History New 3,109 247 0.02% 1206 +3,109 New Q4 2025 Apr 01, 2026
Covenant Asset Management, LLC History Reduced 3,102 247 0.03% 0.03% 1207 -14 -0.45% Q4 2025 Jan 30, 2026
SMART Wealth LLC History Added to 3,097 246 0.07% 0.09% 1209 +44 1.44% Q4 2025 Jan 26, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 3,088 246 0.02% 0.03% 1208 +10 0.32% Q4 2025 Jan 27, 2026
Triad Wealth Partners, LLC History New 3,082 245 0.02% 1211 +3,082 New Q4 2025 Jan 22, 2026
NICOLET BANKSHARES INC History No change 3,080 245 0.04% 0.04% 1210 0 0.0% Q4 2025 Feb 09, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 3,065 244 0.0% 0.0% 1212 0 0.0% Q4 2025 Jan 13, 2026
ATLANTIC FAMILY WEALTH, LLC History New 3,010 239 0.18% 1214 +3,010 New Q4 2025 Feb 12, 2026
Harrington Investments, INC History No change 3,000 239 0.12% 0.12% 1213 0 0.0% Q4 2025 Jan 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 2,989 238 0.0% 0.0% 1215 -165 -5.23% Q4 2025 Feb 12, 2026
Investors Research Corp History Added to 2,997 238 0.04% 0.04% 1216 +30 1.01% Q4 2025 Jan 06, 2026
Tarbox Family Office, Inc. History Added to 2,973 237 0.04% 0.03% 1217 +42 1.43% Q4 2025 Jan 21, 2026
Activest Wealth Management History Added to 2,940 234 0.04% 0.05% 1219 +43 1.48% Q4 2025 Jan 30, 2026
McKinley Carter Wealth Services, Inc. History Reduced 2,938 234 0.01% 0.01% 1218 -32 -1.08% Q4 2025 Feb 06, 2026
Pine Valley Investments Ltd Liability Co History Added to 2,939 234 0.01% 0.01% 1220 +6 0.2% Q4 2025 Feb 13, 2026
SageGuard Financial Group, LLC History New 2,919 232 0.04% 1221 +2,919 New Q4 2025 Jan 27, 2026
Legacy Capital Group California, Inc. History New 2,898 231 0.06% 1222 +2,898 New Q4 2025 Jan 28, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 2,909 231 0.12% 0.12% 1223 +226 8.42% Q4 2025 Jan 29, 2026
SECURED RETIREMENT ADVISORS, LLC History New 2,872 228 0.13% 1224 +2,872 New Q4 2025 Jan 30, 2026
Silver Oak Advisory Group, Inc. History Reduced 2,853 227 0.1% 0.11% 1226 -119 -4.0% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Reduced 2,856 227 0.02% 0.02% 1225 -111 -3.74% Q4 2025 Jan 23, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 2,846 226 0.03% 0.04% 1227 -1,051 -26.97% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Reduced 2,846 226 0.0% 0.0% 1228 -689 -19.49% Q4 2025 Jan 26, 2026
Kelsey Financial, LLC History New 2,825 225 0.19% 1230 +2,825 New Q4 2025 Jan 23, 2026
Capital Advantage, Inc. History Reduced 2,823 225 0.03% 0.03% 1229 -18 -0.63% Q4 2025 Jan 07, 2026
Shared Vision Wealth Group LLC History New 2,802 223 0.09% 1231 +2,802 New Q4 2025 Feb 11, 2026
Clark Asset Management, LLC History New 2,798 223 0.02% 1232 +2,798 New Q4 2025 Jan 27, 2026
M1 Capital Management LLC History New 2,795 222 0.09% 1238 +2,795 New Q4 2025 Feb 13, 2026
SVB WEALTH LLC History New 2,789 222 0.01% 1234 +2,789 New Q4 2025 Feb 04, 2026
Aspen Wealth Management LLC History Reduced 2,785 222 0.05% 0.06% 1235 -596 -17.63% Q4 2025 Jan 05, 2026
David Kennon Inc History Added to 2,785 222 0.08% 0.08% 1237 +151 5.73% Q4 2025 Jan 26, 2026
United Financial Planning Group LLC History Added to 2,785 222 0.13% 0.13% 1239 +98 3.65% Q4 2025 Feb 11, 2026
Schaeffer Financial LLC History Added to 2,791 222 0.19% 0.2% 1236 +37 1.34% Q4 2025 Jan 30, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 2,788 222 0.01% 0.01% 1233 -1 -0.04% Q4 2025 Jan 14, 2026
Wayfinding Financial, LLC History New 2,771 220 0.09% 1240 +2,771 New Q4 2025 Feb 12, 2026
Roger Wittlin Investment Advisory, LLC History Added to 2,766 220 0.15% 0.12% 1241 +41 1.5% Q4 2025 Jan 20, 2026
Genesis Wealth Advisors, LLC History No change 2,753 219 0.15% 0.16% 1242 0 0.0% Q4 2025 Feb 13, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 2,723 217 0.07% 0.07% 1243 +9 0.33% Q4 2025 Jan 20, 2026
Key FInancial Inc History Added to 2,715 216 0.04% 0.04% 1244 +314 13.08% Q4 2025 Feb 09, 2026
Navalign, LLC History No change 2,706 215 0.05% 0.06% 1245 0 0.0% Q4 2025 Feb 05, 2026
KM Capital Management Ltd. History Reduced 2,678 213 0.11% 0.14% 1247 -1,225 -31.39% Q4 2025 Feb 17, 2026
WORLD EQUITY GROUP, INC. History Reduced 2,683 213 0.06% 0.05% 1246 -30 -1.11% Q4 2025 Jan 12, 2026
Archford Capital Strategies, LLC History No change 2,663 212 0.02% 0.03% 1248 0 0.0% Q4 2025 Jan 15, 2026
Madrid Wealth Management, LLC History New 2,650 211 0.17% 1251 +2,650 New Q4 2025 Feb 02, 2026
Talisman Wealth Advisors LLC History New 2,527 211 0.16% 1249 +2,527 New Q4 2025 Feb 20, 2026
Breakwater Investment Management History Reduced 2,656 211 0.08% 0.08% 1250 -108 -3.91% Q4 2025 Feb 02, 2026
LEE DANNER & BASS INC History New 2,634 210 0.02% 1252 +2,634 New Q4 2025 Jan 29, 2026
Legacy Capital Wealth Partners, LLC History No change 2,643 210 0.05% 0.05% 1253 0 0.0% Q4 2025 Jan 16, 2026
Wealth Enhancement Trust Services, Inc. History New 2,600 207 0.03% 1254 +2,600 New Q4 2025 Jan 27, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History New 2,589 206 0.16% 1255 +2,589 New Q4 2025 Feb 17, 2026
RETIREMENT GUYS FORMULA LLC History No change 2,576 205 0.09% 0.07% 1256 0 0.0% Q4 2025 Jan 23, 2026
Verisail Partners, LLC History Added to 2,566 204 0.08% 0.09% 1258 +37 1.46% Q4 2025 Jan 29, 2026
JCIC Asset Management Inc. History No change 2,560 204 0.06% 0.06% 1257 0 0.0% Q4 2025 Jan 22, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 2,548 203 0.0% 0.0% 1260 -381 -13.01% Q4 2025 Feb 12, 2026
AdvisorNet Financial, Inc History Added to 2,549 203 0.01% 0.01% 1259 +323 14.51% Q4 2025 Jan 20, 2026
PATTON ALBERTSON MILLER GROUP, LLC History New 2,543 202 0.02% 1261 +2,543 New Q4 2025 Feb 03, 2026
M3 Advisory Group, LLC History New 2,522 201 0.12% 1263 +2,522 New Q4 2025 Jan 16, 2026
Tanager Wealth Management LLP History No change 2,530 201 0.02% 0.02% 1262 0 0.0% Q4 2025 Jan 26, 2026
MB, LEVIS & ASSOCIATES, LLC History New 2,503 199 0.08% 1264 +2,503 New Q4 2025 Jan 14, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 2,375 189 0.1% 0.1% 1265 0 0.0% Q4 2025 Feb 17, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 2,156 171 0.03% 0.02% 1266 +27 1.27% Q4 2025 Feb 02, 2026
Family CFO Inc History New 2,134 170 0.08% 1267 +2,134 New Q4 2025 Jan 23, 2026
NVWM, LLC History Reduced 2,124 169 0.04% 0.04% 1268 -92 -4.15% Q4 2025 Jan 20, 2026
Godfrey Financial Associates, Inc. History New 2,112 168 0.15% 1269 +2,112 New Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History Added to 2,041 163 0.03% 0.01% 1270 +1,291 172.13% Q4 2025 Feb 02, 2026
Wellington Shields & Co., LLC History New 2,000 159 0.04% 1271 +2,000 New Q4 2025 Feb 09, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 1,987 158 0.03% 0.03% 1272 0 0.0% Q4 2025 Jan 12, 2026
SIGNATUREFD, LLC History Added to 1,916 152 0.0% 0.0% 1273 +351 22.43% Q4 2025 Jan 20, 2026
Manchester Capital Management LLC History No change 1,903 151 0.02% 0.02% 1274 0 0.0% Q4 2025 Feb 11, 2026
Rossby Financial, LCC History Added to 1,784 142 0.04% 0.01% 1275 +1,419 388.77% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Reduced 1,773 141 0.01% 0.01% 1276 -1,312 -42.53% Q4 2025 Jan 21, 2026
Pacifica Partners Inc. History No change 1,779 141 0.06% 0.05% 1277 0 0.0% Q4 2025 Jan 09, 2026
FINANCIAL CONSULATE, INC History New 1,717 136 0.02% 1279 +1,717 New Q4 2025 Jan 22, 2026
Westchester Capital Management, Inc. History No change 1,715 136 0.03% 0.03% 1278 0 0.0% Q4 2025 Feb 13, 2026
PINNEY & SCOFIELD, INC. History Added to 1,652 131 0.07% 0.07% 1280 +260 18.68% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History Reduced 1,655 131 0.1% 0.11% 1281 -138 -7.7% Q4 2025 Jan 28, 2026
Garton & Associates Financial Advisors LLC History New 1,551 123 0.07% 1283 +1,551 New Q4 2025 Feb 18, 2026
Capital Analysts, LLC History Added to 1,537 123 0.0% 0.0% 1282 +42 2.81% Q4 2025 Feb 11, 2026
Tower View Wealth Management LLC History Added to 1,479 117 0.06% 0.06% 1284 +21 1.44% Q4 2025 Jan 23, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 1,428 113 0.01% 0.01% 1285 -124 -7.99% Q4 2025 Jan 20, 2026
BankPlus Trust Department History No change 1,400 111 0.03% 0.03% 1286 0 0.0% Q4 2025 Jan 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,348 107 0.05% 0.05% 1287 0 0.0% Q4 2025 Jan 30, 2026
Bernard Wealth Management Corp. History No change 1,349 107 0.04% 0.04% 1288 0 0.0% Q4 2025 Jan 15, 2026
Mendota Financial Group, LLC History Reduced 1,317 105 0.08% 0.1% 1290 -350 -21.0% Q4 2025 Jan 20, 2026
Mascoma Wealth Management LLC History No change 1,325 105 0.02% 0.02% 1289 0 0.0% Q4 2025 Feb 04, 2026
S.A. Mason LLC History No change 1,285 102 0.04% 0.05% 1291 0 0.0% Q4 2025 Jan 29, 2026
DT Investment Partners, LLC History New 1,261 100 0.01% 1292 +1,261 New Q4 2025 Feb 10, 2026
Palouse Capital Management, Inc. History Reduced 1,249 99 0.06% 0.06% 1293 -36 -2.8% Q4 2025 Jan 23, 2026
AlphaCore Capital LLC History No change 1,219 97 0.0% 0.0% 1294 0 0.0% Q4 2025 Feb 05, 2026
MOTCO History Reduced 1,200 95 0.01% 0.01% 1295 -316 -20.84% Q4 2025 Feb 06, 2026
IFC & Insurance Marketing, Inc. History New 1,181 94 0.09% 1296 +1,181 New Q4 2025 Feb 12, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 1,150 91 0.26% 0.26% 1297 0 0.0% Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History Added to 1,138 90 0.08% 0.08% 1298 +9 0.8% Q4 2025 Jan 26, 2026
Wellington Shields Capital Management, LLC History New 1,125 89 0.01% 1299 +1,125 New Q4 2025 Feb 09, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 1,122 89 0.06% 0.08% 1300 -250 -18.22% Q4 2025 Feb 02, 2026
Meramec Financial Planners, LLC History New 1,067 85 0.03% 1301 +1,067 New Q4 2025 Feb 10, 2026
Ares Financial Consulting, LLC History New 1,060 84 0.08% 1302 +1,060 New Q4 2025 Jan 30, 2026
MASECO LLP History Added to 1,040 82 0.0% 0.0% 1303 +6 0.58% Q4 2025 Jan 22, 2026
MCF Advisors LLC History New 980 78 0.0% 1304 +980 New Q4 2025 Feb 11, 2026
Vermillion Wealth Management, Inc. History Reduced 983 78 0.03% 0.02% 1305 -42 -4.1% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History Added to 987 78 0.01% 0.01% 1306 +8 0.82% Q4 2025 Feb 13, 2026
Dorato Capital Management History New 969 77 0.06% 1308 +969 New Q4 2025 Jan 16, 2026
Bangor Savings Bank History No change 972 77 0.01% 0.01% 1307 0 0.0% Q4 2025 Jan 16, 2026
HAZLETT, BURT & WATSON, INC. History Added to 951 75 0.02% 0.02% 1309 +314 49.29% Q4 2025 Feb 10, 2026
Running Point Capital Advisors, LLC History Added to 937 74 0.02% 0.02% 1311 +126 15.54% Q4 2025 Feb 17, 2026
Front Row Advisors LLC History No change 936 74 0.02% 0.02% 1310 0 0.0% Q4 2025 Feb 12, 2026
Lodestone Wealth Management LLC History New 910 72 0.03% 1312 +910 New Q4 2025 Jan 15, 2026
Federation des caisses Desjardins du Quebec History Reduced 846 67 0.0% 0.0% 1313 -85 -9.13% Q4 2025 Feb 12, 2026
WINNOW WEALTH LLC History Reduced 835 66 0.05% 0.06% 1314 -186 -18.22% Q4 2025 Feb 11, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 826 65 0.04% 0.04% 1315 -1 -0.12% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History New 746 59 0.0% 1316 +746 New Q4 2025 Feb 09, 2026
BOKF, NA History No change 737 58 0.0% 0.0% 1317 0 0.0% Q4 2025 Feb 03, 2026
Canton Hathaway, LLC History No change 700 55 0.01% 0.01% 1318 0 0.0% Q4 2025 Jan 21, 2026
Sunrise Financial Services, LLC History New 673 53 0.04% 1321 +673 New Q4 2025 Feb 11, 2026
Trifecta Capital Advisors, LLC History No change 668 53 0.01% 0.01% 1319 0 0.0% Q4 2025 Jan 30, 2026
Graney & King, LLC History No change 677 53 0.03% 0.04% 1320 0 0.0% Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History Reduced 638 50 0.0% 0.0% 1322 -338 -34.63% Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History No change 638 50 0.0% 0.0% 1323 0 0.0% Q4 2025 Jan 30, 2026
Blume Capital Management, Inc. History No change 610 48 0.01% 0.01% 1324 0 0.0% Q4 2025 Feb 05, 2026
Davidson Capital Management Inc. History New 598 47 0.01% 1325 +598 New Q4 2025 Jan 28, 2026
Cape Investment Advisory, Inc. History New 554 44 0.01% 1326 +554 New Q4 2025 Feb 17, 2026
EPG Wealth Management LLC History Added to 547 43 0.01% 0.01% 1328 +8 1.48% Q4 2025 Jan 28, 2026
Hurley Capital, LLC History No change 540 43 0.02% 0.02% 1327 0 0.0% Q4 2025 Feb 17, 2026
MGB Wealth Management, LLC History New 522 41 0.01% 1329 +522 New Q4 2025 Feb 17, 2026
Bank of Jackson Hole Trust History Reduced 520 41 0.02% 0.02% 1330 -14 -2.62% Q4 2025 Feb 12, 2026
Westside Investment Management, Inc. History No change 500 39 0.01% 0.01% 1331 0 0.0% Q4 2025 Jan 23, 2026
Avion Wealth History No change 500 39 0.01% 0.01% 1332 0 0.0% Q4 2025 Jan 23, 2026
Colonial Trust Advisors History Added to 456 36 0.0% 0.0% 1333 +367 412.36% Q4 2025 Feb 12, 2026
Greykasell Wealth Strategies, Inc. History Added to 454 36 0.01% 0.01% 1334 +6 1.34% Q4 2025 Feb 11, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 430 34 0.02% 0.02% 1335 0 0.0% Q4 2025 Feb 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 409 32 0.01% 0.01% 1337 +6 1.49% Q4 2025 Jan 09, 2026
WOLFF WIESE MAGANA LLC History No change 414 32 0.02% 0.02% 1336 0 0.0% Q4 2025 Jan 14, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 400 31 0.0% 0.0% 1338 -243 -37.79% Q4 2025 Feb 10, 2026
Jessup Wealth Management, Inc History New 375 29 0.01% 1340 +375 New Q4 2025 Feb 11, 2026
FIRST COMMUNITY TRUST NA History No change 369 29 0.02% 0.02% 1339 0 0.0% Q4 2025 Jan 16, 2026
Capital Advisors, Ltd. LLC History Reduced 352 28 0.0% 0.01% 1341 -413 -53.99% Q4 2025 Jan 21, 2026
Costello Asset Management, INC History Added to 356 28 0.01% 0.01% 1342 +1 0.28% Q4 2025 Feb 03, 2026
Camelot Portfolios, LLC History New 342 27 0.02% 1343 +342 New Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History New 334 26 0.01% 1344 +334 New Q4 2025 Jan 23, 2026
Crewe Advisors LLC History Added to 303 24 0.0% 0.0% 1345 +12 4.12% Q4 2025 Jan 16, 2026
LGT Financial Advisors LLC History No change 311 24 0.15% 0.05% 1346 0 0.0% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 292 23 0.0% 0.03% 1349 -2,692 -90.21% Q4 2025 Jan 23, 2026
Asset Dedication, LLC History Reduced 300 23 0.0% 0.0% 1347 -300 -50.0% Q4 2025 Jan 26, 2026
Hilton Head Capital Partners, LLC History New 299 23 0.01% 1351 +299 New Q4 2025 Feb 11, 2026
Financial Freedom, LLC History Reduced 297 23 0.01% 0.02% 1350 -161 -35.15% Q4 2025 Feb 17, 2026
Financial Management Professionals, Inc. History No change 300 23 0.0% 0.0% 1348 0 0.0% Q4 2025 Jan 27, 2026
TRUST CO OF VERMONT History New 275 21 0.0% 1352 +275 New Q4 2025 Jan 16, 2026
HighMark Wealth Management LLC History New 268 21 0.01% 1353 +268 New Q4 2025 Feb 05, 2026
Orion Capital Management LLC History Added to 273 21 0.01% 0.0% 1354 +139 103.73% Q4 2025 Feb 03, 2026
CX Institutional History Reduced 256 20 0.0% 0.0% 1356 -441 -63.27% Q4 2025 Feb 02, 2026
Sunbelt Securities, Inc. History Added to 261 20 0.0% 0.0% 1355 +165 171.88% Q4 2025 Feb 20, 2026
Center for Financial Planning, Inc. History No change 250 19 0.0% 0.0% 1357 0 0.0% Q4 2025 Feb 05, 2026
Vermillion & White Wealth Management Group, LLC History No change 245 19 0.01% 0.01% 1358 0 0.0% Q4 2025 Feb 18, 2026
Roxbury Financial LLC History Reduced 230 18 0.02% 0.11% 1361 -1,228 -84.22% Q4 2025 Jan 05, 2026
Signature Resources Capital Management, LLC History New 231 18 0.01% 1359 +231 New Q4 2025 Jan 21, 2026
Tidemark, LLC History No change 226 18 0.01% 0.01% 1360 0 0.0% Q4 2025 Feb 10, 2026
S&T BANK/PA History No change 225 17 0.01% 0.0% 1362 0 0.0% Q4 2025 Feb 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 225 17 0.01% 0.01% 1363 0 0.0% Q4 2025 Feb 12, 2026
Gold Investment Management Ltd. History No change 202 16 0.01% 0.01% 1364 0 0.0% Q4 2025 Jan 28, 2026
MilWealth Group LLC History Added to 192 15 0.0% 0.0% 1367 +3 1.59% Q4 2025 Feb 02, 2026
Measured Wealth Private Client Group, LLC History Reduced 197 15 0.0% 0.0% 1365 -1 -0.51% Q4 2025 Feb 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 200 15 0.0% 0.01% 1366 0 0.0% Q4 2025 Jan 23, 2026
REAP Financial Group, LLC History Reduced 179 14 0.0% 0.0% 1368 -1 -0.56% Q4 2025 Feb 10, 2026
Clearstead Trust, LLC History Reduced 173 13 0.0% 0.0% 1369 -85 -32.95% Q4 2025 Feb 09, 2026
CBIZ Investment Advisory Services, LLC History No change 164 13 0.0% 0.0% 1370 0 0.0% Q4 2025 Feb 09, 2026
Paladin Advisory Group, LLC History No change 175 13 0.01% 0.01% 1371 0 0.0% Q4 2025 Jan 21, 2026
Navigoe, LLC History No change 170 13 0.01% 0.01% 1372 0 0.0% Q4 2025 Feb 03, 2026
Westfuller Advisors, LLC History No change 156 12 0.0% 0.01% 1373 0 0.0% Q4 2025 Jan 21, 2026
Private Wealth Asset Management, LLC History New 149 11 0.0% 1376 +149 New Q4 2025 Feb 10, 2026
Covestor Ltd History Added to 144 11 0.01% 0.01% 1377 +2 1.41% Q4 2025 Feb 06, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 142 11 0.0% 0.0% 1374 0 0.0% Q4 2025 Jan 07, 2026
Piscataqua Savings Bank History No change 150 11 0.01% 0.01% 1375 0 0.0% Q4 2025 Jan 16, 2026
Holos Integrated Wealth LLC History No change 137 10 0.01% 0.01% 1378 0 0.0% Q4 2025 Jan 05, 2026
Anfield Capital Management, LLC History Reduced 113 9 0.0% 0.0% 1381 -61 -35.06% Q4 2025 Feb 03, 2026
Horizon Investments, LLC History Reduced 117 9 0.0% 0.0% 1380 -3 -2.5% Q4 2025 Feb 02, 2026
Indiana Trust & Investment Management Co History No change 122 9 0.0% 0.0% 1379 0 0.0% Q4 2025 Jan 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 94 7 0.01% 1385 +94 New Q4 2025 Mar 05, 2026
FEDERATED HERMES, INC. History New 92 7 0.0% 1382 +92 New Q4 2025 Feb 12, 2026
DHJJ Financial Advisors, Ltd. History No change 92 7 0.0% 0.0% 1383 0 0.0% Q4 2025 Jan 23, 2026
Millstone Evans Group, LLC History No change 96 7 0.0% 0.0% 1384 0 0.0% Q4 2025 Feb 02, 2026
AMERIFLEX GROUP, INC. History Reduced 86 6 0.0% 0.0% 1388 -86 -50.0% Q4 2025 Feb 18, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History New 84 6 0.0% 1386 +84 New Q4 2025 Feb 02, 2026
Kilter Group LLC History Added to 86 6 0.0% 0.0% 1389 +22 34.38% Q4 2025 Feb 13, 2026
Cedar Mountain Advisors, LLC History Added to 81 6 0.0% 0.0% 1387 +1 1.25% Q4 2025 Feb 11, 2026
Concord Wealth Partners History Reduced 65 5 0.0% 0.02% 1393 -1,375 -95.49% Q4 2025 Jan 29, 2026
ENTRUST FINANCIAL LLC History New 73 5 0.0% 1396 +73 New Q4 2025 Feb 06, 2026
Strive Financial Group ,LLC History New 67 5 0.0% 1395 +67 New Q4 2025 Feb 18, 2026
SJS Investment Consulting Inc. History Added to 66 5 0.0% 1394 +55 500.0% Q4 2025 Jan 21, 2026
Salomon & Ludwin, LLC History Reduced 73 5 0.0% 0.0% 1392 -3 -3.95% Q4 2025 Jan 28, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 75 5 0.0% 0.0% 1390 0 0.0% Q4 2025 Feb 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 68 5 0.0% 0.0% 1391 0 0.0% Q4 2025 Feb 09, 2026
SIMPLEX TRADING, LLC History Reduced 52 4 0.0% 0.0% 1397 -866 -94.34% Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Reduced 56 4 0.0% 0.0% 1399 -682 -92.41% Q4 2025 Feb 10, 2026
Luminist Capital LLC History No change 58 4 0.0% 0.0% 1398 0 0.0% Q4 2025 Feb 13, 2026
Aventus Investment Advisors, Inc. History No change 54 4 0.0% 0.0% 1400 0 0.0% Q4 2025 Jan 14, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 40 3 0.0% 0.09% 1404 -6,146 -99.35% Q4 2025 Feb 10, 2026
Kingdom Financial Group LLC. History New 49 3 0.0% 1405 +49 New Q4 2025 Feb 06, 2026
New Republic Capital, LLC History New 44 3 0.0% 1406 +44 New Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History New 37 3 0.0% 1401 +37 New Q4 2025 Jan 20, 2026
FAS Wealth Partners, Inc. History No change 43 3 0.0% 0.0% 1402 0 0.0% Q4 2025 Feb 18, 2026
Archer Investment Corp History No change 42 3 0.0% 0.0% 1403 0 0.0% Q4 2025 Jan 30, 2026
TUCKER ASSET MANAGEMENT LLC History New 34 2 0.0% 1408 +34 New Q4 2025 Feb 05, 2026
Davis Capital Management History No change 31 2 0.0% 0.0% 1407 0 0.0% Q4 2025 Jan 28, 2026
Colonial Trust Co / SC History No change 30 2 0.0% 0.0% 1409 0 0.0% Q4 2025 Feb 12, 2026
Triumph Capital Management History New 24 1 0.0% 1410 +24 New Q4 2025 Feb 12, 2026
MCGUIRE CAPITAL ADVISORS INC History New 24 1 0.0% 1414 +24 New Q4 2025 Feb 19, 2026
Quest 10 Wealth Builders, Inc. History Reduced 13 1 0.0% 0.0% 1413 -1 -7.14% Q4 2025 Jan 29, 2026
Hara Capital LLC History No change 15 1 0.0% 0.0% 1411 0 0.0% Q4 2025 Jan 15, 2026
LRI Investments, LLC History No change 20 1 0.0% 0.0% 1412 0 0.0% Q4 2025 Feb 04, 2026
D. E. Shaw & Co., Inc. History Closed out 0 0 0.28% -6,241,037 -100.0% Q3 2025 Nov 14, 2025
Penserra Capital Management LLC History Closed out 0 0 0.25% -266,141 -100.0% Q3 2025 Nov 04, 2025
AllSquare Wealth Management LLC History Closed out 0 0 10.44% -247,555 -100.0% Q3 2025 Jan 12, 2026
Mach-1 Financial Group, LLC History Closed out 0 0 2.97% -232,658 -100.0% Q3 2025 Nov 12, 2025
Silphium Asset Management Ltd History Closed out 0 0 4.14% -175,000 -100.0% Q3 2025 Nov 04, 2025
UG Investment Advisers Ltd. History Closed out 0 0 2.15% -171,647 -100.0% Q3 2025 Oct 31, 2025
My Personal CFO, LLC History Closed out 0 0 5.14% -165,923 -100.0% Q3 2025 Oct 21, 2025
Marex Group plc History Closed out 0 0 0.08% -137,000 -100.0% Q3 2025 Nov 14, 2025
Financial & Tax Architects, LLC History Closed out 0 0 2.1% -119,209 -100.0% Q3 2025 Nov 05, 2025
Econ Financial Services Corp History Closed out 0 0 2.51% -63,076 -100.0% Q3 2025 Oct 21, 2025
Whalen Wealth Management Inc. History Closed out 0 0 2.25% -48,126 -100.0% Q3 2025 Oct 09, 2025
BERKSHIRE ASSET MANAGEMENT LLC/PA History Closed out 0 0 0.09% -27,581 -100.0% Q3 2025 Nov 07, 2025
Quadrature Capital Ltd History Closed out 0 0 0.02% -23,896 -100.0% Q3 2025 Nov 13, 2025
Allianz Asset Management GmbH History Closed out 0 0 0.0% -22,300 -100.0% Q3 2025 Nov 04, 2025
Rede Wealth, LLC History Closed out 0 0 1.2% -19,057 -100.0% Q3 2025 Oct 29, 2025
WASHINGTON CAPITAL MANAGEMENT, INC History Closed out 0 0 1.02% -17,925 -100.0% Q3 2025 Oct 28, 2025
Manhattan West Asset Management, LLC History Closed out 0 0 0.24% -14,245 -100.0% Q3 2025 Nov 24, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 0.14% -13,936 -100.0% Q3 2025 Nov 12, 2025
Motiv8 Investments LLC History Closed out 0 0 0.54% -12,724 -100.0% Q3 2025 Oct 23, 2025
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Closed out 0 0 0.02% -12,182 -100.0% Q3 2025 Oct 14, 2025
Independence Asset Advisors, LLC History Closed out 0 0 0.36% -10,720 -100.0% Q3 2025 Nov 03, 2025
PALISADE CAPITAL MANAGEMENT, LP History Closed out 0 0 0.02% -10,000 -100.0% Q3 2025 Nov 14, 2025
Warren Street Wealth Advisors, LLC History Closed out 0 0 0.23% -9,528 -100.0% Q3 2025 Oct 17, 2025
Garde Capital, Inc. History Closed out 0 0 0.03% -8,148 -100.0% Q3 2025 Dec 16, 2025
Stratos Wealth Advisors, LLC History Closed out 0 0 0.03% -8,128 -100.0% Q3 2025 Nov 06, 2025
IAMS WEALTH MANAGEMENT, LLC History Closed out 0 0 0.26% -8,121 -100.0% Q3 2025 Oct 15, 2025
FDx Advisors, Inc. History Closed out 0 0 0.18% -7,694 -100.0% Q3 2025 Nov 04, 2025
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Closed out 0 0 0.1% -7,018 -100.0% Q3 2025 Oct 20, 2025
CAPITAL INSIGHT PARTNERS, LLC History Closed out 0 0 0.09% -7,007 -100.0% Q3 2025 Oct 14, 2025
Southeast Asset Advisors, LLC History Closed out 0 0 0.06% -6,631 -100.0% Q3 2025 Nov 07, 2025
BRIGHTON JONES LLC History Closed out 0 0 0.01% -5,445 -100.0% Q3 2025 Oct 14, 2025
Brand Asset Management Group, Inc. History Closed out 0 0 0.12% -5,350 -100.0% Q3 2025 Nov 12, 2025
Blue Barn Wealth, LLC History Closed out 0 0 0.18% -5,057 -100.0% Q3 2025 Nov 14, 2025
BECKER CAPITAL MANAGEMENT INC History Closed out 0 0 0.01% -4,981 -100.0% Q3 2025 Nov 12, 2025
Headlands Technologies LLC History Closed out 0 0 0.03% -4,833 -100.0% Q3 2025 Nov 12, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -4,734 -100.0% Q3 2025 Nov 14, 2025
Roberts Wealth Advisors, LLC History Closed out 0 0 0.07% -3,244 -100.0% Q3 2025 Oct 21, 2025
Signal Advisors Wealth, LLC History Closed out 0 0 0.02% -3,142 -100.0% Q3 2025 Oct 10, 2025
FIRST MERCHANTS CORP History Closed out 0 0 0.01% -3,134 -100.0% Q3 2025 Oct 22, 2025
Tenon Financial LLC History Closed out 0 0 0.13% -3,119 -100.0% Q3 2025 Oct 15, 2025
Premier Financial Group History Closed out 0 0 0.07% -3,100 -100.0% Q3 2025 Oct 20, 2025
Intelligence Driven Advisers, LLC History Closed out 0 0 0.03% -3,082 -100.0% Q3 2025 Nov 10, 2025
Idaho Trust Co History Closed out 0 0 0.08% -3,078 -100.0% Q3 2025 Nov 14, 2025
Perennial Investment Advisors, LLC History Closed out 0 0 0.02% -3,046 -100.0% Q3 2025 Nov 12, 2025
Kintayl Capital LP History Closed out 0 0 0.15% -3,029 -100.0% Q3 2025 Nov 14, 2025
United Community Bank History Closed out 0 0 0.07% -3,019 -100.0% Q3 2025 Nov 04, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -2,994 -100.0% Q3 2025 Nov 14, 2025
Forvis Mazars Wealth Advisors, LLC History Closed out 0 0 0.0% -2,964 -100.0% Q3 2025 Oct 30, 2025
WealthPLAN Partners, LLC History Closed out 0 0 0.04% -2,955 -100.0% Q3 2025 Oct 27, 2025
Strategic Wealth Investment Group, LLC History Closed out 0 0 0.02% -2,542 -100.0% Q3 2025 Nov 14, 2025
Blossom Wealth Management History Closed out 0 0 0.33% -2,531 -100.0% Q3 2025 Oct 22, 2025
Trinity Wealth Management, LLC History Closed out 0 0 0.08% -2,530 -100.0% Q3 2025 Oct 08, 2025
Harel Insurance Investments & Financial Services Ltd. History Closed out 0 0 0.0% -2,046 -100.0% Q3 2025 Oct 29, 2025
Cheviot Value Management, LLC History Reduced 2 0 0.01% -1,260 -99.84% Q4 2025 Feb 03, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -1,166 -100.0% Q3 2025 Nov 13, 2025
Founders Financial Alliance, LLC History Closed out 0 0 0.02% -1,079 -100.0% Q3 2025 Nov 07, 2025
Balentine LLC History Closed out 0 0 0.0% -577 -100.0% Q3 2025 Nov 07, 2025
Newbridge Financial Services Group, Inc. History Closed out 0 0 0.01% -469 -100.0% Q3 2025 Nov 13, 2025
Legacy Wealth Managment, LLC/ID History Closed out 0 0 0.02% -441 -100.0% Q3 2025 Nov 12, 2025
Versant Capital Management, Inc History Closed out 0 0 0.0% -410 -100.0% Q3 2025 Oct 27, 2025
Imprint Wealth LLC History Closed out 0 0 0.08% -324 -100.0% Q3 2025 Nov 14, 2025
Sachetta, LLC History Closed out 0 0 0.01% -300 -100.0% Q3 2025 Oct 24, 2025
Park Place Capital Corp History Closed out 0 0 0.0% -280 -100.0% Q3 2025 Oct 22, 2025
Aspect Partners, LLC History Closed out 0 0 0.01% -248 -100.0% Q3 2025 Nov 06, 2025
TruNorth Capital Management, LLC History Closed out 0 0 0.0% -238 -100.0% Q3 2025 Oct 21, 2025
DELTA ASSET MANAGEMENT LLC/TN History Closed out 0 0 0.0% -175 -100.0% Q3 2025 Nov 04, 2025
Financial Gravity Asset Management, Inc. History Closed out 0 0 0.0% -165 -100.0% Q3 2025 Nov 14, 2025
Global Trust Asset Management, LLC History Closed out 0 0 0.0% -104 -100.0% Q3 2025 Oct 28, 2025
Abound Wealth Management History Closed out 0 0 0.0% -99 -100.0% Q3 2025 Oct 10, 2025
Financial Connections Group, Inc. History Closed out 0 0 0.0% -94 -100.0% Q3 2025 Oct 10, 2025
Financial Life Planners History Closed out 0 0 0.0% -76 -100.0% Q3 2025 Nov 13, 2025
Rise Advisors, LLC History Closed out 0 0 0.0% -64 -100.0% Q3 2025 Oct 08, 2025
Northwest Capital Management Inc History Closed out 0 0 0.0% -48 -100.0% Q3 2025 Oct 20, 2025
First Pacific Financial History New 6 0 +6 New Q4 2025 Jan 16, 2026
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Nov 07, 2025
Clayton Financial Group LLC History New 2 0 +2 New Q4 2025 Jan 21, 2026
BNP PARIBAS History No change 1 0 0 0.0% Q4 2025 Feb 10, 2026
HOEY INVESTMENTS, INC History No change 1 0 0 0.0% Q4 2025 Jan 28, 2026
New Millennium Group LLC History No change 8 0 0 0.0% Q4 2025 Feb 06, 2026
Values First Advisors, Inc. History No change 2 0 0 0.0% Q4 2025 Jan 30, 2026
American Wealth Advisors, LLC History No change 4 0 0 0.0% Q4 2025 Jan 26, 2026