VANGUARD SCOTTSDALE FUNDS - VONG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 51,255,902 6,240,406 0.45% 0.28% 1 +17,473,802 51.73% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 10,211,465 1,243,245 1.36% 1.47% 2 -317,906 -3.02% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 8,657,734 1,054,079 0.06% 0.06% 3 -164,298 -1.86% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 8,174,197 995,208 0.27% 0.27% 4 +494,747 6.44% Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 4,783,889 582,439 1.4% 1.4% 5 -4,101 -0.09% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 4,229,899 514,990 0.09% 0.09% 6 +245,413 6.16% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,975,571 483,985 0.11% 0.11% 7 -56,191 -1.39% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 3,737,172 455,000 0.07% 0.08% 8 -256,986 -6.43% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Added to 3,545,177 431,625 2.41% 2.33% 9 +364,951 11.48% Q4 2025 Feb 03, 2026
CITIGROUP INC History Reduced 3,491,303 425,066 0.19% 0.19% 10 -1,288 -0.04% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,421,091 416,517 0.12% 0.14% 11 -564,500 -14.16% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,109,784 378,616 0.12% 0.11% 12 +149,478 5.05% Q4 2025 Feb 18, 2026
Equitable Holdings, Inc. History Reduced 2,781,940 338,701 2.32% 2.59% 13 -137,582 -4.71% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Reduced 2,027,559 246,855 8.35% 8.76% 14 -79,459 -3.77% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,984,206 241,577 0.32% 0.34% 15 -187,978 -8.65% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Reduced 1,940,619 236,270 0.32% 0.32% 16 -42,374 -2.14% Q4 2025 Feb 02, 2026
HighTower Advisors, LLC History Reduced 1,825,441 222,247 0.24% 0.25% 17 -5,756 -0.31% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Reduced 1,583,087 192,741 0.44% 0.46% 18 -26,983 -1.68% Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,542,662 187,819 0.11% 0.12% 19 +107,407 7.48% Q4 2025 Feb 17, 2026
JABODON PT CO History New 1,459,482 177,692 23.51% — 20 +1,459,482 New Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 1,408,011 171,418 0.25% 0.26% 21 -160,948 -10.26% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 1,172,129 143,878 0.17% 0.17% 22 -33,705 -2.8% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 1,148,943 139,883 0.54% — 23 +1,148,943 New Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 1,094,697 133,280 0.02% — 24 +1,094,697 New Q4 2025 Feb 17, 2026
Quent Capital, LLC History Reduced 1,053,250 128,233 9.25% 10.81% 25 -17,154 -1.6% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,013,373 123,378 0.03% — 26 +1,013,373 New Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 956,277 116,426 0.8% 0.92% 27 -200,502 -17.33% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 918,998 111,888 0.06% 0.07% 28 +13,528 1.49% Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Reduced 879,675 107,100 1.86% 1.91% 29 -11,002 -1.24% Q4 2025 Jan 22, 2026
Beacon Pointe Advisors, LLC History Added to 863,428 105,122 0.74% 0.81% 30 +72,486 9.16% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 829,764 101,023 0.15% 0.13% 31 +188,695 29.43% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Reduced 900,735 97,309 0.13% 0.05% 32 -125,630 -12.24% Q4 2025 Mar 09, 2026
Aaron Wealth Advisors LLC History Added to 721,331 87,822 4.8% 4.79% 33 +49,931 7.44% Q4 2025 Jan 21, 2026
COMERICA BANK History Reduced 673,006 81,938 0.33% 0.31% 34 -3,801 -0.56% Q4 2025 Jan 29, 2026
JPMORGAN CHASE & CO History Reduced 667,565 81,276 0.01% 0.01% 35 -123,560 -15.62% Q4 2025 Feb 11, 2026
LPWM LLC History Added to 659,713 80,320 20.26% 20.71% 36 +15,390 2.39% Q4 2025 Jan 06, 2026
Global Strategic Investment Solutions, LLC History Reduced 633,842 77,170 7.54% 7.68% 37 -4,582 -0.72% Q4 2025 Jan 29, 2026
WestHill Financial Advisors, Inc. History Reduced 625,669 76,175 14.47% 14.87% 38 -3,922 -0.62% Q4 2025 Jan 21, 2026
SCS Capital Management LLC History Reduced 621,420 75,657 0.8% 0.82% 39 -885 -0.14% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Added to 594,100 72,331 0.1% 0.0% 40 +589,500 12815.22% Q4 2025 Feb 17, 2026
93 Financial Group, LLC History New 591,744 72,044 31.37% — 41 +591,744 New Q4 2025 Feb 20, 2026
FIFTH THIRD BANCORP History Reduced 589,417 71,761 0.23% 0.23% 42 -18,856 -3.1% Q4 2025 Feb 02, 2026
Wealthquest Corp History Reduced 582,273 70,891 5.35% 6.0% 43 -41,469 -6.65% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 579,537 70,558 0.01% 0.01% 44 +41,637 7.74% Q4 2025 Mar 25, 2026
Clearstead Advisors, LLC History Reduced 548,919 66,830 0.84% 0.89% 45 -14,622 -2.59% Q4 2025 Feb 09, 2026
Waldron Private Wealth LLC History Reduced 538,486 65,560 2.59% 2.65% 46 -3,596 -0.66% Q4 2025 Jan 14, 2026
Nadler Financial Group, Inc. History Reduced 529,869 64,511 6.0% 6.2% 47 -10,000 -1.85% Q4 2025 Jan 28, 2026
Hapanowicz & Associates Financial Services, Inc History Reduced 519,106 63,200 24.77% 29.3% 48 -7,639 -1.45% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 577,945 63,038 0.12% 0.13% 49 +48,997 9.26% Q4 2025 Feb 17, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 510,720 62,180 2.59% 2.52% 50 +23,880 4.91% Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 492,572 59,970 0.69% 0.69% 51 -161 -0.03% Q4 2025 Jan 21, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 477,053 58,081 3.72% 3.59% 52 +26,736 5.94% Q4 2025 Feb 04, 2026
ASSETMARK, INC History Reduced 455,472 55,453 0.11% 0.13% 53 -35,299 -7.19% Q4 2025 Jan 23, 2026
Cresset Asset Management, LLC History Added to 433,652 52,797 0.22% 0.0% 54 +426,508 5970.16% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 429,683 52,314 1.35% 1.35% 55 +18,573 4.52% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 422,415 51,429 0.06% 0.07% 56 -36,643 -7.98% Q4 2025 Feb 13, 2026
LVW Advisors, LLC History Reduced 412,627 50,237 5.09% 5.56% 57 -39,585 -8.75% Q4 2025 Jan 14, 2026
CITIZENS & NORTHERN CORP History Reduced 367,716 44,769 11.09% 11.85% 58 -29,052 -7.32% Q4 2025 Jan 28, 2026
STEPHENS INC /AR/ History Reduced 364,923 44,429 0.55% 0.57% 59 -7,940 -2.13% Q4 2025 Feb 05, 2026
Bank of New York Mellon Corp History Reduced 364,780 44,411 0.01% 0.01% 60 -11,323 -3.01% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 364,671 44,398 0.08% 0.07% 61 +67,245 22.61% Q4 2025 Mar 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 359,871 44,051 0.06% 0.07% 62 -3,851 -1.06% Q4 2025 Jan 08, 2026
COMMERCE BANK History Reduced 359,438 43,761 0.24% 0.26% 63 -29,135 -7.5% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 357,676 43,478 0.13% 0.14% 64 -19,712 -5.22% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 354,319 43,138 0.16% 0.19% 65 +9,153 2.65% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 346,230 42,153 0.1% 0.1% 66 +27,169 8.52% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Reduced 339,048 41,279 3.08% 3.25% 67 -10,388 -2.97% Q4 2025 Feb 13, 2026
Wealthspire Retirement, LLC History Added to 329,560 40,123 2.44% 2.39% 68 +19,273 6.21% Q4 2025 Feb 18, 2026
Pacific Life Fund Advisors LLC History Reduced 322,564 39,272 4.05% 4.14% 69 -12,423 -3.71% Q4 2025 Jan 26, 2026
Steele Capital Management, Inc. History Added to 301,550 36,713 1.58% 1.6% 70 +2,825 0.95% Q4 2025 Jan 27, 2026
Windward Private Wealth Management Inc. History Reduced 292,807 35,649 12.35% 12.93% 71 -18,151 -5.84% Q4 2025 Feb 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 289,724 35,273 2.22% 2.31% 72 +3,927 1.37% Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 288,172 35,084 0.01% 0.01% 73 -8,375 -2.82% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 281,588 34,283 0.21% 0.2% 74 +18,013 6.83% Q4 2025 Jan 29, 2026
Apella Capital, LLC History Added to 273,676 33,320 0.66% 0.61% 75 +43,231 18.76% Q4 2025 Jan 21, 2026
FIRST NATIONAL BANK OF OMAHA History New 268,429 32,949 0.98% — 76 +268,429 New Q4 2025 Feb 13, 2026
Alliance Wealth Advisors, LLC /UT History Added to 265,300 32,300 7.0% 0.46% 77 +249,123 1539.98% Q4 2025 Feb 02, 2026
MidWestOne Financial Group, Inc. History Added to 264,062 32,149 3.57% 3.82% 78 +2,805 1.07% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History Added to 256,890 31,276 0.59% 0.52% 79 +28,747 12.6% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Added to 248,090 30,204 0.01% 0.01% 80 +2,757 1.12% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 243,195 29,609 0.14% 0.1% 81 +67,512 38.43% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 240,652 29,299 0.62% 0.56% 82 +33,874 16.38% Q4 2025 Feb 05, 2026
Tolleson Wealth Management, Inc. History No change 230,015 28,004 4.04% 4.29% 83 0 0.0% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 229,063 27,888 0.07% 0.07% 84 +14,913 6.96% Q4 2025 Feb 05, 2026
Highland Financial Advisors, LLC History Reduced 227,962 27,754 7.7% 7.91% 85 -954 -0.42% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 224,998 27,393 0.05% 0.0% 86 +214,551 2053.71% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 223,600 27,223 0.21% 0.21% 87 +20,340 10.01% Q4 2025 Jan 14, 2026
GLENMEDE TRUST CO NA History New 223,090 27,161 0.13% — 88 +223,090 New Q4 2025 Feb 17, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 218,301 26,578 2.15% 2.19% 89 -3,917 -1.76% Q4 2025 Feb 06, 2026
IEQ CAPITAL, LLC History Reduced 212,420 25,862 0.08% 0.08% 90 -17,184 -7.48% Q4 2025 Feb 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Reduced 208,274 25,357 0.39% 0.46% 91 -1,634 -0.78% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 205,495 25,008 0.13% 0.16% 92 +2,764 1.36% Q4 2025 Feb 17, 2026
Bernardo Wealth Planning LLC History Reduced 201,944 24,586 4.69% 4.8% 93 -1,049 -0.52% Q4 2025 Jan 26, 2026
Wealth Dimensions Group, Ltd. History Reduced 199,958 24,344 4.83% 4.98% 94 -1,046 -0.52% Q4 2025 Feb 13, 2026
Perkins Coie Trust Co History Reduced 198,784 24,201 4.51% 4.66% 95 -6,622 -3.22% Q4 2025 Jan 12, 2026
Elite Financial, Inc. History Reduced 197,068 23,993 10.91% 11.29% 96 -1,827 -0.92% Q4 2025 Feb 12, 2026
Arrowroot Family Office, LLC History Added to 193,440 23,551 8.57% 8.64% 97 +13,753 7.65% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 193,068 23,506 0.42% 0.38% 98 +53,542 38.37% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Reduced 177,810 21,648 0.02% 0.02% 99 -7,422 -4.01% Q4 2025 Feb 13, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 175,023 21,309 9.16% 9.28% 100 +7,074 4.21% Q4 2025 Jan 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 173,715 21,149 0.26% 0.26% 101 +9,717 5.93% Q4 2025 Jan 29, 2026
One Capital Management, LLC History Added to 170,656 20,777 0.63% 0.55% 102 +27,325 19.06% Q4 2025 Feb 10, 2026
Evergreen Wealth Partners LLC History New 169,760 20,668 17.41% — 103 +169,760 New Q4 2025 Feb 05, 2026
HB Wealth Management, LLC History Added to 169,328 20,615 0.13% 0.14% 104 +143 0.08% Q4 2025 Jan 28, 2026
Haverford Trust Co History Added to 164,778 20,061 0.18% 0.15% 105 +27,724 20.23% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 161,087 19,612 0.07% 0.08% 106 -17,827 -9.96% Q4 2025 Jan 30, 2026
HBK Sorce Advisory LLC History Reduced 166,672 19,582 0.45% 0.53% 107 -7,762 -4.45% Q4 2025 Feb 09, 2026
Advisors Capital Management, LLC History Added to 160,762 19,572 0.23% 0.19% 108 +32,093 24.94% Q4 2025 Jan 29, 2026
Merit Financial Group, LLC History Added to 159,448 19,412 0.16% 0.11% 109 +62,623 64.68% Q4 2025 Jan 26, 2026
Arax Advisory Partners History New 157,288 19,149 0.56% — 110 +157,288 New Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 156,518 19,056 0.03% 0.03% 111 +277 0.18% Q4 2025 Feb 13, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 150,820 18,362 0.89% 0.96% 112 -8,850 -5.54% Q4 2025 Jan 27, 2026
Lebenthal Global Advisors, LLC History Added to 145,351 17,696 2.73% 2.67% 113 +18,495 14.58% Q4 2025 Jan 28, 2026
M&T BANK CORP History Reduced 135,701 16,521 0.05% 0.06% 114 -7,496 -5.23% Q4 2025 Jan 30, 2026
Joel Isaacson & Co., LLC History Added to 135,497 16,496 0.54% 0.58% 115 +1,397 1.04% Q4 2025 Jan 30, 2026
FourThought Financial Partners, LLC History Added to 131,598 16,022 1.35% 1.28% 116 +10,342 8.53% Q4 2025 Feb 06, 2026
Strategic Financial Partners, Ltd. History Reduced 130,682 15,910 6.89% 7.29% 117 -1,434 -1.09% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 130,676 15,909 0.03% 0.03% 118 +29,424 29.06% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 130,168 15,847 0.08% 0.08% 119 +6,461 5.22% Q4 2025 Jan 13, 2026
CONNABLE OFFICE INC History Reduced 128,915 15,695 1.44% 1.45% 120 -906 -0.7% Q4 2025 Feb 03, 2026
Brand Asset Management Group, Inc. History Reduced 126,731 15,429 4.31% 4.37% 121 -2,220 -1.72% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Added to 126,072 15,349 0.06% 0.06% 122 +10,677 9.25% Q4 2025 Feb 13, 2026
Integrated Investment Consultants, LLC History Reduced 121,824 14,832 2.91% 2.52% 123 -1,324 -1.08% Q4 2025 Mar 03, 2026
Creative Planning History Reduced 121,604 14,805 0.01% 0.01% 124 -1,001 -0.82% Q4 2025 Feb 17, 2026
71 West Capital Partners History New 121,294 14,767 0.68% — 125 +121,294 New Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 120,350 14,652 0.72% 0.84% 126 +2,426 2.06% Q4 2025 Jan 07, 2026
VANCE WEALTH, LLC History Added to 116,042 14,128 4.2% 4.17% 127 +3,395 3.01% Q4 2025 Feb 17, 2026
Advisors Preferred, LLC History No change 115,590 14,037 2.29% 2.07% 128 0 0.0% Q4 2025 Feb 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 107,868 13,133 0.02% — 129 +107,868 New Q4 2025 Feb 05, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 106,237 12,934 0.26% 0.26% 130 -992 -0.93% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 105,092 12,794 0.01% 0.0% 131 +55,919 113.72% Q4 2025 Feb 17, 2026
Livet Wealth, LLC History New 104,286 12,696 7.82% — 132 +104,286 New Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 104,134 12,678 0.09% 0.09% 133 -98 -0.09% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 103,858 12,644 0.83% 0.97% 134 -14,344 -12.14% Q4 2025 Jan 23, 2026
Mutual Advisors, LLC History Reduced 103,311 12,578 0.27% 0.32% 135 -15,945 -13.37% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History Reduced 99,763 12,146 0.25% 0.35% 136 -63,495 -38.89% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 97,306 11,944 0.45% 0.66% 137 +7,891 8.83% Q4 2025 Feb 13, 2026
FMR LLC History Added to 96,766 11,781 0.0% 0.0% 138 +22,937 31.07% Q4 2025 Feb 17, 2026
Apollon Financial, LLC History Added to 95,554 11,633 1.69% 1.81% 139 +5,149 5.7% Q4 2025 Jan 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 94,332 11,484 0.06% 0.06% 140 +6,386 7.26% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 92,500 11,261 0.06% 0.1% 141 -74,361 -44.56% Q4 2025 Jan 29, 2026
Bare Financial Services, Inc History Added to 91,866 11,184 3.11% 3.06% 142 +6,698 7.86% Q4 2025 Feb 06, 2026
Brandywine Asset Management, Inc. History New 95,215 11,131 7.82% — 143 +95,215 New Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 90,935 11,071 0.27% 0.3% 144 -4,972 -5.18% Q4 2025 Feb 09, 2026
Base Wealth Management LLC History Added to 89,817 10,935 5.89% 5.85% 145 +4,658 5.47% Q4 2025 Jan 21, 2026
NATIXIS ADVISORS, LLC History Reduced 89,576 10,906 0.02% 0.02% 146 -1,418 -1.56% Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 87,474 10,650 0.2% 0.23% 147 -8,641 -8.99% Q4 2025 Feb 12, 2026
World Investment Advisors History Added to 84,279 10,260 0.17% 0.08% 148 +52,850 168.16% Q4 2025 Mar 12, 2026
Royal Fund Management, LLC History Added to 84,092 10,244 0.93% 0.74% 149 +32,874 64.18% Q4 2025 Jan 15, 2026
Hurley Capital, LLC History Added to 83,338 10,146 5.68% 5.62% 150 +342 0.41% Q4 2025 Feb 17, 2026
WIN ADVISORS, INC History Reduced 82,751 10,074 4.28% 6.13% 151 -21,798 -20.85% Q4 2025 Feb 04, 2026
Pinnacle Financial Partners, Inc. History New 82,648 10,062 0.08% — 152 +82,648 New Q4 2025 Feb 18, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 80,384 9,786 4.88% 4.85% 153 -266 -0.33% Q4 2025 Jan 30, 2026
Diversified Enterprises, LLC History Added to 80,311 9,777 0.58% 0.6% 154 +6,826 9.29% Q4 2025 Jan 28, 2026
Darrow Company, Inc. History Reduced 78,676 9,578 4.3% 4.41% 155 -186 -0.24% Q4 2025 Jan 27, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 78,371 9,541 0.36% 0.07% 156 +62,966 408.74% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 78,034 9,500 0.0% 0.0% 157 +30,568 64.4% Q4 2025 Feb 02, 2026
Virtue Capital Management, LLC History Added to 77,578 9,421 1.45% 0.04% 158 +76,640 8170.58% Q4 2025 Feb 18, 2026
Summit Financial Strategies, Inc. History New 76,027 9,256 0.76% — 159 +76,027 New Q4 2025 Jan 27, 2026
SWAN Capital LLC History Reduced 75,155 9,150 3.56% 3.96% 160 -6,006 -7.4% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Reduced 73,853 8,991 0.32% 0.38% 161 -8,212 -10.01% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Added to 71,005 8,644 0.0% 0.0% 162 +63,668 867.77% Q4 2025 Feb 12, 2026
Investors Research Corp History Added to 70,717 8,609 1.58% 1.46% 163 +5,412 8.29% Q4 2025 Jan 06, 2026
Summit Trail Advisors, LLC History Added to 69,581 8,471 0.15% 0.11% 164 +2,880 4.32% Q4 2025 Feb 17, 2026
Philip James Wealth Mangement, LLC History Added to 68,057 8,285 0.96% 0.95% 165 +295 0.44% Q4 2025 Jan 20, 2026
Blue Barn Wealth, LLC History Reduced 65,558 7,981 11.62% 8.77% 166 -100,153 -60.44% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Added to 64,364 7,836 0.23% 0.25% 167 +345 0.54% Q4 2025 Feb 12, 2026
Safe Harbor Family Capital, LLC History New 64,138 7,808 6.86% — 168 +64,138 New Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Added to 63,991 7,790 0.06% 0.05% 169 +6,396 11.11% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 63,774 7,764 0.07% 0.05% 170 +14,596 29.68% Q4 2025 Jan 05, 2026
Rodgers & Associates, LTD History Reduced 62,981 7,667 0.78% 0.81% 171 -1,942 -2.99% Q4 2025 Jan 22, 2026
New Millennium Group LLC History Added to 62,340 7,589 3.29% 1.53% 172 +34,633 125.0% Q4 2025 Feb 06, 2026
Winthrop Advisory Group LLC History Added to 61,791 7,523 0.64% 0.13% 173 +49,091 386.54% Q4 2025 Jan 21, 2026
Fifth Third Wealth Advisors LLC History Added to 61,633 7,503 0.26% 0.27% 174 +1,784 2.98% Q4 2025 Jan 15, 2026
Nicholson Meyer Capital Management, Inc. History Added to 61,178 7,448 5.63% 5.66% 175 +19 0.03% Q4 2025 Jan 28, 2026
US BANCORP \DE\ History Added to 61,152 7,445 0.01% 0.01% 176 +2,223 3.77% Q4 2025 Jan 30, 2026
Cascade Wealth Advisors, Inc History Added to 59,567 7,254 3.34% 3.51% 177 +2,101 3.66% Q4 2025 Feb 04, 2026
Advisory Resource Group History Added to 59,465 7,239 1.27% 1.22% 178 +3,211 5.71% Q4 2025 Feb 12, 2026
HRT FINANCIAL LP History Reduced 59,421 7,234 0.02% 0.03% 179 -12,388 -17.25% Q4 2025 Feb 12, 2026
ERn Financial, LLC History Reduced 59,310 7,221 1.36% 1.42% 180 -278 -0.47% Q4 2025 Jan 15, 2026
IFP Advisors, Inc History Reduced 58,926 7,174 0.16% 0.19% 181 -2,719 -4.41% Q4 2025 Feb 06, 2026
MAI Capital Management History Reduced 58,534 7,126 0.04% 0.04% 182 -953 -1.6% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 57,816 7,039 0.1% 0.11% 183 +592 1.03% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 57,615 7,014 0.0% 0.0% 184 +6,960 13.74% Q4 2025 Feb 10, 2026
Legacy Edge Advisors, LLC History New 57,295 6,975 0.76% — 185 +57,295 New Q4 2025 Feb 02, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 57,030 6,943 0.5% 0.52% 186 +1,794 3.25% Q4 2025 Feb 09, 2026
Aurelius Family Office LLC History Added to 53,071 6,467 2.78% 2.8% 187 +899 1.72% Q4 2025 Jan 09, 2026
Curtis Advisory Group, LLC History Added to 52,672 6,412 1.35% 1.38% 188 +2,136 4.23% Q4 2025 Jan 23, 2026
GOLDEN ROAD ADVISORS LLC History Added to 52,611 6,405 3.65% 3.58% 189 +1,236 2.41% Q4 2025 Feb 02, 2026
Monument Capital Management History New 52,274 6,364 1.58% — 190 +52,274 New Q4 2025 Jan 26, 2026
Crumly & Associates Inc. History Reduced 52,275 6,364 1.33% 1.41% 191 -1,070 -2.01% Q4 2025 Jan 14, 2026
Sowell Financial Services LLC History Added to 51,967 6,327 0.23% 0.22% 192 +3,793 7.87% Q4 2025 Jan 21, 2026
AMG National Trust Bank History Added to 51,937 6,323 0.15% 0.08% 193 +24,126 86.75% Q4 2025 Jan 30, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 50,940 6,201 0.39% 0.4% 194 +76 0.15% Q4 2025 Feb 17, 2026
GEM Asset Management, LLC History Added to 50,513 6,198 2.76% 2.78% 195 +2,082 4.3% Q4 2025 Jan 09, 2026
COZAD ASSET MANAGEMENT INC History Added to 49,186 5,988 0.46% 0.47% 196 +375 0.77% Q4 2025 Feb 13, 2026
Blue Capital, Inc. History Reduced 48,525 5,907 4.21% 4.53% 197 -2,083 -4.12% Q4 2025 Feb 23, 2026
Frederick Financial Consultants, LLC History Reduced 48,021 5,846 3.2% 3.39% 198 -2,178 -4.34% Q4 2025 Feb 10, 2026
Zhang Financial LLC History Added to 47,612 5,796 0.22% 0.19% 199 +8,870 22.9% Q4 2025 Feb 10, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 47,571 5,791 0.05% 0.05% 200 -1,440 -2.94% Q4 2025 Feb 13, 2026
Empire Life Investments Inc. History Reduced 47,230 5,750 0.32% 0.36% 201 -3,415 -6.74% Q4 2025 Feb 04, 2026
RFG Advisory, LLC History Reduced 47,067 5,730 0.11% 0.17% 202 -21,017 -30.87% Q4 2025 Feb 03, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 46,466 5,657 0.35% 0.38% 203 +2,815 6.45% Q4 2025 Feb 11, 2026
Facet Wealth, Inc. History Reduced 46,054 5,608 0.1% 0.12% 204 -224 -0.48% Q4 2025 Jan 29, 2026
BROWN ADVISORY INC History Added to 45,864 5,583 0.01% 0.0% 205 +38,987 566.92% Q4 2025 Feb 13, 2026
Stegner Investment Associates Inc. History Added to 45,634 5,556 2.95% 3.01% 206 +5 0.01% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 45,585 5,550 0.06% 0.07% 207 +4,494 10.94% Q4 2025 Jan 23, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 45,470 5,535 0.04% 0.04% 208 +1,893 4.34% Q4 2025 Feb 12, 2026
Relyea Zuckerberg Hanson LLC History Added to 44,753 5,448 0.55% 0.53% 209 +3,184 7.66% Q4 2025 Jan 20, 2026
CKW FINANCIAL GROUP History Added to 44,597 5,430 0.59% 0.58% 210 +743 1.69% Q4 2025 Jan 26, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 44,501 5,418 0.09% 0.09% 211 -620 -1.37% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Added to 44,474 5,414 0.54% 0.57% 212 +49 0.11% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Added to 44,437 5,410 0.03% 0.03% 213 +177 0.4% Q4 2025 Feb 10, 2026
Andina Capital Management, LLC History Reduced 43,989 5,355 3.24% 3.01% 214 -156 -0.35% Q4 2025 Feb 12, 2026
FIRST NATIONAL TRUST CO History Added to 43,929 5,348 0.18% 0.17% 215 +3,297 8.11% Q4 2025 Feb 09, 2026
Certified Advisory Corp History Added to 43,345 5,277 0.48% 0.49% 216 +652 1.53% Q4 2025 Jan 12, 2026
Wealth Advisory Team LLC History New 43,280 5,269 4.66% — 217 +43,280 New Q4 2025 Feb 05, 2026
Accretive Wealth Partners, LLC History Added to 42,028 5,116 1.52% 1.35% 218 +5,320 14.49% Q4 2025 Jan 28, 2026
Legacy Financial Advisors, Inc. History Reduced 41,812 5,090 0.7% 0.72% 219 -1,771 -4.06% Q4 2025 Feb 04, 2026
PFG Advisors History Reduced 41,225 5,019 0.24% 0.2% 220 -56 -0.14% Q4 2025 Jan 27, 2026
SAPIENT CAPITAL LLC History Reduced 40,739 5,000 0.07% 0.08% 221 -829 -1.99% Q4 2025 Feb 05, 2026
SIGNATUREFD, LLC History Reduced 40,944 4,984 0.08% 0.08% 222 -81 -0.2% Q4 2025 Jan 20, 2026
OpenArc Corporate Advisory, LLC History New 40,686 4,953 0.08% — 223 +40,686 New Q4 2025 Feb 13, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 39,782 4,843 1.67% 1.77% 224 -14 -0.04% Q4 2025 Feb 10, 2026
Auour Investments LLC History Reduced 39,664 4,829 1.54% 1.7% 225 -3,595 -8.31% Q4 2025 Jan 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 38,323 4,704 0.32% 0.32% 226 +3,169 9.01% Q4 2025 Jan 15, 2026
Linscomb Wealth, Inc. History Reduced 38,530 4,691 0.2% 0.21% 227 -1,273 -3.2% Q4 2025 Feb 10, 2026
Baker Avenue Asset Management, LP History Reduced 38,260 4,658 0.11% 0.11% 228 -316 -0.82% Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History Added to 38,098 4,638 0.25% 0.26% 229 +17 0.04% Q4 2025 Jan 23, 2026
TAGStone Capital, Inc. History Added to 38,005 4,627 1.72% 1.79% 230 +487 1.3% Q4 2025 Feb 10, 2026
Portfolio Strategies, Inc. History Added to 37,859 4,609 0.53% 0.48% 231 +3,429 9.96% Q4 2025 Jan 27, 2026
HSBC HOLDINGS PLC History New 37,580 4,575 0.0% — 232 +37,580 New Q4 2025 Mar 20, 2026
Callan Family Office, LLC History New 37,446 4,559 0.1% — 233 +37,446 New Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Reduced 37,041 4,509 0.2% 0.24% 234 -3,333 -8.26% Q4 2025 Feb 17, 2026
Americana Partners, LLC History Added to 36,485 4,442 0.12% 0.12% 235 +2,377 6.97% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History Added to 36,450 4,437 0.15% 0.15% 236 +2,091 6.09% Q4 2025 Jan 13, 2026
TCV Trust & Wealth Management, Inc. History Added to 36,408 4,432 0.36% 0.28% 237 +8,751 31.64% Q4 2025 Jan 23, 2026
Prosperity Wealth Management, Inc. History New 36,211 4,408 1.47% — 238 +36,211 New Q4 2025 Mar 27, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Added to 35,915 4,372 0.24% 0.24% 239 +38 0.11% Q4 2025 Jan 22, 2026
Maridea Wealth Management LLC History Added to 35,789 4,357 0.65% 0.53% 240 +7,957 28.59% Q4 2025 Jan 08, 2026
IFG Advisory, LLC History Added to 35,398 4,309 0.19% 0.17% 241 +3,916 12.44% Q4 2025 Feb 10, 2026
One Day In July LLC History Reduced 35,136 4,277 0.35% 0.38% 242 -2,085 -5.6% Q4 2025 Feb 04, 2026
Mezzasalma Advisors, LLC History Added to 41,624 4,262 1.02% 1.11% 243 +5,472 15.14% Q4 2025 Jan 21, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 34,384 4,186 0.02% 0.02% 244 +1,299 3.93% Q4 2025 Feb 12, 2026
Diversified Portfolios, Inc. History Reduced 33,833 4,119 0.34% 0.36% 245 -202 -0.59% Q4 2025 Feb 09, 2026
WFA of San Diego, LLC History Added to 33,483 4,076 2.98% 2.74% 246 +190 0.57% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History Reduced 33,175 4,039 0.3% 0.32% 247 -183 -0.55% Q4 2025 Jan 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 33,059 4,024 0.01% 0.01% 248 -5,224 -13.65% Q4 2025 Feb 18, 2026
Focus Financial Network, Inc. History Added to 32,081 3,905 0.14% 0.13% 249 +1,656 5.44% Q4 2025 Jan 12, 2026
Michels Family Financial, LLC History Added to 31,939 3,888 2.86% 2.79% 250 +2,250 7.58% Q4 2025 Feb 19, 2026
Prospera Financial Services Inc History Reduced 31,831 3,875 0.06% 0.07% 251 -375 -1.16% Q4 2025 Feb 09, 2026
Ballentine Partners, LLC History No change 31,707 3,860 0.05% 0.05% 252 0 0.0% Q4 2025 Feb 03, 2026
Tennessee Valley Asset Management Partners History Added to 31,617 3,849 0.5% 0.5% 253 +833 2.71% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Added to 31,482 3,832 0.09% 0.1% 254 +1,307 4.33% Q4 2025 Feb 17, 2026
Indivisible Partners History New 31,366 3,818 0.41% — 255 +31,366 New Q4 2025 Feb 03, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 30,535 3,717 0.0% 0.0% 256 +30,465 43521.43% Q4 2025 Feb 10, 2026
COFG Advisors, LLC History New 29,783 3,626 0.9% — 257 +29,783 New Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Added to 28,971 3,527 0.02% 0.02% 258 +458 1.61% Q4 2025 Jan 12, 2026
Atria Investments, Inc History Added to 28,650 3,488 0.04% 0.03% 259 +6,138 27.27% Q4 2025 Feb 05, 2026
Spectrum Investment Advisors, Inc. History Added to 28,553 3,476 1.74% 1.8% 260 +945 3.42% Q4 2025 Jan 28, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 28,536 3,474 0.19% 0.17% 261 +5,473 23.73% Q4 2025 Feb 04, 2026
CWM, LLC History Added to 27,621 3,363 0.01% 0.0% 262 +14,217 106.07% Q4 2025 Jan 26, 2026
Westshore Wealth, LLC History Added to 27,628 3,363 1.11% 0.78% 263 +8,581 45.05% Q4 2025 Feb 25, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 27,010 3,288 0.16% 0.08% 264 +15,814 141.25% Q4 2025 Jan 28, 2026
Wealthcare Advisory Partners LLC History Reduced 26,532 3,230 0.06% 0.07% 265 -712 -2.61% Q4 2025 Jan 14, 2026
Mill Creek Capital Advisors, LLC History No change 26,313 3,203 0.07% 0.07% 266 0 0.0% Q4 2025 Feb 13, 2026
Inspire Advisors, LLC History Added to 26,287 3,200 0.29% 0.25% 267 +4,496 20.63% Q4 2025 Feb 13, 2026
Operose Advisors LLC History Reduced 26,187 3,188 0.74% 0.8% 268 -586 -2.19% Q4 2025 Feb 10, 2026
Western Wealth Management, LLC History Added to 26,161 3,185 0.15% 0.16% 269 +960 3.81% Q4 2025 Feb 05, 2026
Schneider Downs Wealth Management Advisors, LP History No change 26,116 3,179 0.36% 0.37% 270 0 0.0% Q4 2025 Feb 12, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 26,028 3,168 0.92% 0.81% 271 +5,595 27.38% Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Reduced 26,274 3,165 0.08% 0.09% 272 -37 -0.14% Q4 2025 Jan 28, 2026
Valtrion Capital Management, LLC History Reduced 25,816 3,143 3.13% 3.35% 273 -15 -0.06% Q4 2025 Feb 11, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 25,726 3,132 0.0% 0.0% 274 -986 -3.69% Q4 2025 Feb 12, 2026
Badgley Phelps Wealth Managers, LLC History Added to 25,149 3,061 0.06% 0.05% 275 +4,113 19.55% Q4 2025 Jan 28, 2026
OPPENHEIMER & CO INC History Added to 25,107 3,056 0.04% 0.03% 276 +5,474 27.88% Q4 2025 Feb 02, 2026
M3 Advisory Group, LLC History Reduced 25,054 3,050 1.86% 1.93% 277 -683 -2.65% Q4 2025 Jan 16, 2026
Focus Partners Wealth History Reduced 24,647 3,000 0.0% 0.03% 278 -129,401 -84.0% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Reduced 24,309 2,983 0.1% 0.11% 279 -1,091 -4.3% Q4 2025 Jan 08, 2026
Sunpointe, LLC History Added to 24,449 2,976 0.99% 0.94% 280 +2,833 13.11% Q4 2025 Jan 23, 2026
Hilltop Holdings Inc. History Added to 23,737 2,889 0.17% 0.13% 281 +2,702 12.85% Q4 2025 Feb 17, 2026
SHIKIAR ASSET MANAGEMENT INC History No change 23,500 2,861 0.71% 0.71% 282 0 0.0% Q4 2025 Jan 22, 2026
Sound Financial Strategies Group, LLC History Reduced 23,239 2,829 2.0% 2.08% 283 -423 -1.79% Q4 2025 Feb 03, 2026
VALLEY NATIONAL ADVISERS INC History Added to 22,869 2,783 0.39% 0.41% 284 +1,026 4.7% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Added to 22,676 2,760 0.03% 0.02% 285 +5,604 32.83% Q4 2025 Jan 15, 2026
STEPH & CO History Reduced 22,615 2,753 0.79% 0.87% 286 -1,032 -4.36% Q4 2025 Jan 23, 2026
Grey Fox Wealth Advisors, LLC History Added to 22,565 2,747 0.56% 0.55% 287 +20 0.09% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Added to 21,884 2,664 0.03% 0.03% 288 +19 0.09% Q4 2025 Jan 21, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 21,672 2,638 0.73% 0.78% 289 -712 -3.18% Q4 2025 Jan 23, 2026
NORTHERN TRUST CORP History Added to 21,665 2,637 0.0% 0.0% 290 +1,919 9.72% Q4 2025 Feb 17, 2026
Main Street Financial Solutions, LLC History Reduced 21,623 2,632 0.2% 0.23% 291 -7,646 -26.12% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 21,372 2,602 0.03% 0.02% 292 +10,723 100.69% Q4 2025 Jan 29, 2026
Diversify Advisory Services, LLC History Added to 20,900 2,530 0.08% 0.09% 293 +524 2.57% Q4 2025 Jan 23, 2026
Blackston Financial Advisory Group, LLC History Reduced 20,738 2,524 1.54% 1.53% 294 -693 -3.23% Q4 2025 Feb 06, 2026
Avior Wealth Management, LLC History Reduced 20,713 2,521 0.08% 0.09% 295 -1,381 -6.25% Q4 2025 Jan 06, 2026
Glass Jacobson Investment Advisors llc History Reduced 20,700 2,520 0.91% 0.98% 296 -1,707 -7.62% Q4 2025 Jan 22, 2026
ZACKS INVESTMENT MANAGEMENT History New 20,604 2,508 0.02% — 297 +20,604 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 20,502 2,496 0.03% 0.03% 298 -469 -2.24% Q4 2025 Jan 20, 2026
U.S. Capital Wealth Advisors, LLC History Added to 19,964 2,430 0.06% 0.03% 299 +9,833 97.06% Q4 2025 Jan 23, 2026
FIDUCIARY TRUST CO History Reduced 19,952 2,429 0.03% 0.03% 300 -222 -1.1% Q4 2025 Feb 13, 2026
REDW Wealth LLC History Added to 19,223 2,340 0.89% 0.64% 301 +5,178 36.87% Q4 2025 Jan 28, 2026
Wealthspire Advisors, LLC History Added to 19,135 2,329 0.02% 0.01% 302 +597 3.22% Q4 2025 Feb 13, 2026
Cynosure Group, LLC History Reduced 3,398 2,327 0.24% 3.34% 303 -251,940 -98.67% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Reduced 18,885 2,299 0.1% 0.12% 304 -2,295 -10.84% Q4 2025 Jan 29, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 18,708 2,277 0.02% 0.02% 305 -860 -4.39% Q4 2025 Feb 05, 2026
Westview Management dba Westview Investment Advisors History New 18,624 2,267 1.08% — 306 +18,624 New Q4 2025 Jan 09, 2026
Carnegie Investment Counsel History Added to 18,475 2,249 0.04% 0.04% 307 +37 0.2% Q4 2025 Jan 23, 2026
VANGUARD GROUP INC History Reduced 18,445 2,245 0.0% 0.0% 308 -600 -3.15% Q4 2025 Jan 29, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 18,399 2,240 0.47% 0.58% 309 -2,448 -11.74% Q4 2025 Feb 03, 2026
Embree Financial Group History Added to 18,321 2,230 0.27% 0.3% 310 +16 0.09% Q4 2025 Jan 14, 2026
Fort Sheridan Advisors LLC History Added to 18,302 2,228 0.28% 0.28% 311 +835 4.78% Q4 2025 Feb 10, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History Added to 18,230 2,219 1.0% 1.0% 312 +545 3.08% Q4 2025 Feb 10, 2026
Clarion Wealth Managment Partners, LLC History Reduced 17,774 2,164 2.0% 2.12% 313 -39 -0.22% Q4 2025 Feb 05, 2026
Axis Wealth Partners, LLC History Added to 17,630 2,146 1.19% 0.99% 314 +3,564 25.34% Q4 2025 Jan 30, 2026
Balentine LLC History Reduced 17,601 2,142 0.08% 0.09% 315 -3,060 -14.81% Q4 2025 Feb 02, 2026
TCW GROUP INC History New 17,435 2,122 0.02% — 316 +17,435 New Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 16,903 2,057 0.01% 0.01% 317 +1,454 9.41% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 16,767 2,041 0.0% 0.0% 318 +1,797 12.0% Q4 2025 Feb 17, 2026
Next Level Private LLC History Reduced 16,504 2,009 0.53% 0.59% 319 -280 -1.67% Q4 2025 Jan 07, 2026
ETF Portfolio Partners, Inc. History Reduced 16,441 2,001 0.52% 0.57% 320 -1,454 -8.13% Q4 2025 Jan 20, 2026
HARBOUR INVESTMENTS, INC. History Added to 16,377 1,993 0.04% 0.04% 321 +1,643 11.15% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Reduced 16,207 1,973 0.03% 0.04% 322 -4,664 -22.35% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History No change 16,176 1,969 0.12% 0.09% 323 0 0.0% Q4 2025 Feb 10, 2026
FULTON BANK, N.A. History Added to 16,142 1,965 0.07% 0.06% 324 +2,425 17.68% Q4 2025 Jan 08, 2026
Retirement Planning Group, LLC History No change 16,025 1,951 0.06% 0.07% 325 0 0.0% Q4 2025 Feb 03, 2026
Nemes Rush Group LLC History Added to 15,723 1,914 0.18% 0.0% 326 +15,708 104720.0% Q4 2025 Feb 11, 2026
Financial Alternatives, Inc History Reduced 15,579 1,896 1.1% 1.2% 327 -912 -5.53% Q4 2025 Feb 04, 2026
WEBSTER BANK, N. A. History Added to 15,527 1,890 0.18% 0.18% 328 +40 0.26% Q4 2025 Jan 23, 2026
Waterloo Capital, L.P. History Added to 15,336 1,867 0.13% 0.12% 329 +1,759 12.96% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Reduced 15,205 1,851 0.03% 0.03% 330 -85 -0.56% Q4 2025 Feb 13, 2026
AMG Asset Management Group, Inc. History New 14,971 1,822 5.87% — 331 +14,971 New Q4 2025 Mar 17, 2026
CHOREO, LLC History Reduced 14,811 1,818 0.02% 0.02% 332 -149 -1.0% Q4 2025 Jan 23, 2026
DEUTSCHE BANK AG\ History Added to 14,800 1,801 0.0% 0.0% 333 +8,800 146.67% Q4 2025 Feb 11, 2026
Thomasville National Bank History Added to 14,590 1,776 0.11% 0.11% 334 +117 0.81% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Reduced 14,583 1,775 0.09% 0.1% 335 -40 -0.27% Q4 2025 Jan 20, 2026
Fund Evaluation Group, LLC History No change 14,570 1,773 0.06% 0.06% 336 0 0.0% Q4 2025 Feb 11, 2026
Elevation Capital Advisory, LLC History Reduced 14,562 1,772 0.72% 4.39% 337 -76,571 -84.02% Q4 2025 Jan 26, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 14,510 1,766 0.14% 0.1% 338 +2,566 21.48% Q4 2025 Jan 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 14,449 1,759 0.02% 0.02% 339 -143 -0.98% Q4 2025 Feb 09, 2026
Valpey Financial Services, LLC History Reduced 14,268 1,737 1.11% 1.15% 340 -368 -2.51% Q4 2025 Mar 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 14,230 1,732 0.1% 0.1% 341 +512 3.73% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 14,112 1,718 0.08% 0.08% 342 +30 0.21% Q4 2025 Jan 27, 2026
Duncan Williams Asset Management, LLC History Added to 14,679 1,713 0.43% 0.49% 343 +121 0.83% Q4 2025 Feb 05, 2026
Aquire Wealth Advisors, LLC History Reduced 13,965 1,700 0.44% 1.1% 344 -22,976 -62.2% Q4 2025 Jan 07, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 13,788 1,678 0.21% 0.2% 345 +1,928 16.26% Q4 2025 Jan 15, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 13,739 1,673 0.92% 0.88% 346 +330 2.46% Q4 2025 Jan 02, 2026
Perigon Wealth Management, LLC History Added to 13,688 1,666 0.03% 0.03% 347 +1 0.01% Q4 2025 Jan 16, 2026
Pacific Capital Wealth Advisors, Inc. History No change 13,610 1,657 0.28% 0.28% 348 0 0.0% Q4 2025 Jan 26, 2026
3Chopt Investment Partners, LLC History No change 13,460 1,638 0.37% 0.37% 349 0 0.0% Q4 2025 Feb 10, 2026
Institute for Wealth Management, LLC. History Reduced 13,426 1,634 0.17% 0.18% 350 -1,020 -7.06% Q4 2025 Jan 27, 2026
Global View Capital Management LLC History Added to 13,274 1,616 0.3% 0.34% 351 +68 0.51% Q4 2025 Jan 14, 2026
Arkadios Wealth Advisors History Reduced 13,228 1,610 0.03% 0.04% 353 -1,914 -12.64% Q4 2025 Feb 13, 2026
CERTUITY, LLC History Added to 13,230 1,610 0.1% 0.11% 352 +14 0.11% Q4 2025 Jan 30, 2026
JANE STREET GROUP, LLC History Reduced 13,149 1,600 0.0% 0.0% 354 -54,466 -80.55% Q4 2025 Feb 12, 2026
Curi Capital, LLC History No change 13,105 1,595 0.03% 0.03% 355 0 0.0% Q4 2025 Feb 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 13,075 1,591 0.15% 0.16% 356 +653 5.26% Q4 2025 Jan 22, 2026
MidAtlantic Capital Management, Inc. History No change 13,026 1,585 1.01% 1.07% 357 0 0.0% Q4 2025 Feb 10, 2026
Fortis Capital Advisors, LLC History Added to 12,934 1,574 0.23% 0.25% 358 +37 0.29% Q4 2025 Jan 27, 2026
Princeton Global Asset Management LLC History Reduced 12,894 1,569 0.25% 0.27% 359 -580 -4.3% Q4 2025 Jan 20, 2026
SONATA CAPITAL GROUP INC History Added to 12,857 1,565 0.57% 0.55% 360 +601 4.9% Q4 2025 Jan 26, 2026
Gotham Asset Management, LLC History No change 12,786 1,556 0.01% 0.01% 361 0 0.0% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 12,605 1,534 0.0% 0.0% 362 +81 0.65% Q4 2025 Feb 17, 2026
Moors & Cabot, Inc. History Added to 12,548 1,527 0.07% 0.06% 363 +577 4.82% Q4 2025 Feb 10, 2026
Atlanta Consulting Group Advisors, LLC History Added to 12,254 1,491 0.34% 0.36% 364 +81 0.67% Q4 2025 Feb 11, 2026
FSM Wealth Advisors, LLC History Added to 12,233 1,489 0.2% 0.21% 365 +6 0.05% Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Added to 12,194 1,484 0.04% 0.03% 366 +519 4.45% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 12,104 1,473 0.02% 0.01% 367 -1,129 -8.53% Q4 2025 Feb 13, 2026
HERITAGE OAK WEALTH ADVISORS LLC History New 12,065 1,468 0.54% — 368 +12,065 New Q4 2025 Jan 21, 2026
Sigma Planning Corp History Added to 11,639 1,417 0.04% 0.01% 369 +7,459 178.44% Q4 2025 Jan 30, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Reduced 11,613 1,413 1.08% 1.12% 370 -49 -0.42% Q4 2025 Feb 17, 2026
DAVIDSON TRUST CO History Reduced 11,565 1,408 0.59% 0.64% 371 -1,319 -10.24% Q4 2025 Jan 27, 2026
Diversified Trust Co History Added to 11,290 1,374 0.03% 0.02% 372 +1,087 10.65% Q4 2025 Jan 09, 2026
BAKER BOYER NATIONAL BANK History No change 11,249 1,369 0.41% 0.45% 373 0 0.0% Q4 2025 Feb 03, 2026
Checchi Capital Advisers, LLC History Added to 11,219 1,365 0.07% 0.04% 374 +4,879 76.96% Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Reduced 11,205 1,364 0.04% 0.04% 375 -150 -1.32% Q4 2025 Feb 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 11,196 1,363 0.48% 0.49% 376 +10 0.09% Q4 2025 Jan 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 11,096 1,350 0.04% 0.04% 377 +1,306 13.34% Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History New 10,917 1,329 0.0% — 378 +10,917 New Q4 2025 Feb 13, 2026
Compass Ion Advisors, LLC History Reduced 10,849 1,320 0.13% 0.13% 379 -10 -0.09% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Reduced 10,617 1,292 0.06% 0.07% 380 -1,213 -10.25% Q4 2025 Feb 13, 2026
Accurate Wealth Management, LLC History Added to 10,553 1,292 0.16% 0.16% 381 +544 5.44% Q4 2025 Jan 14, 2026
EP Wealth Advisors, LLC History New 10,580 1,288 0.01% — 382 +10,580 New Q4 2025 Feb 18, 2026
B. Riley Wealth Advisors, Inc. History Reduced 10,103 1,230 0.06% 0.06% 383 -2 -0.02% Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History No change 10,071 1,226 0.01% 0.01% 384 0 0.0% Q4 2025 Feb 12, 2026
Robinhood Asset Management, LLC History New 10,049 1,223 0.1% — 385 +10,049 New Q4 2025 Jan 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 10,042 1,222 0.06% 0.05% 386 +5 0.05% Q4 2025 Jan 21, 2026
HUNTINGTON NATIONAL BANK History Reduced 10,027 1,220 0.01% 0.01% 387 -164 -1.61% Q4 2025 Feb 09, 2026
BECKER CAPITAL MANAGEMENT INC History No change 10,000 1,217 0.03% 0.04% 388 0 0.0% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 9,924 1,208 0.01% 0.01% 389 +1,148 13.08% Q4 2025 Feb 12, 2026
CITY HOLDING CO History New 9,907 1,206 0.15% — 390 +9,907 New Q4 2025 Jan 22, 2026
Asset One Wealth Management LLC History New 9,951 1,197 0.16% — 391 +9,951 New Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Added to 9,807 1,194 0.05% 0.05% 392 +378 4.01% Q4 2025 Jan 22, 2026
Kraft, Davis & Associates, LLC History Reduced 9,747 1,193 0.27% 0.32% 393 -1,047 -9.7% Q4 2025 Jan 14, 2026
Goelzer Investment Management, Inc. History Reduced 9,622 1,171 0.05% 0.06% 395 -189 -1.93% Q4 2025 Jan 14, 2026
ALESCO ADVISORS LLC History No change 9,624 1,171 0.03% 0.03% 394 0 0.0% Q4 2025 Jan 28, 2026
BEARING POINT CAPITAL, LLC History New 9,474 1,153 0.18% — 396 +9,474 New Q4 2025 Feb 10, 2026
MTM Investment Management, LLC History Added to 9,403 1,144 0.37% 0.36% 397 +3 0.03% Q4 2025 Feb 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 9,249 1,126 0.02% 0.02% 398 +252 2.8% Q4 2025 Feb 06, 2026
American Money Management, LLC History Reduced 9,247 1,125 0.18% 0.19% 399 -228 -2.41% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Added to 9,190 1,118 0.06% 0.06% 400 +50 0.55% Q4 2025 Mar 04, 2026
Excelsior Advisor Network LLC History New 9,138 1,112 0.54% — 401 +9,138 New Q4 2025 Feb 13, 2026
Calamos Wealth Management LLC History Added to 9,123 1,110 0.04% 0.02% 402 +4,177 84.45% Q4 2025 Jan 29, 2026
Resolute Wealth Strategies, LLC History Added to 8,820 1,073 0.47% 0.42% 403 +1,188 15.57% Q4 2025 Feb 06, 2026
MSH Capital Advisors LLC History New 8,757 1,066 0.23% — 404 +8,757 New Q4 2025 Feb 09, 2026
McAdam, LLC History Added to 8,707 1,060 0.05% 0.05% 405 +316 3.77% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 8,700 1,059 0.0% 0.0% 406 0 0.0% Q4 2025 Feb 05, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 8,592 1,046 0.1% 0.1% 407 -59 -0.68% Q4 2025 Jan 20, 2026
ForthRight Wealth Management, LLC History No change 8,531 1,038 0.3% 0.3% 408 0 0.0% Q4 2025 Jan 13, 2026
Fisher Asset Management, LLC History Added to 8,495 1,034 0.0% 0.0% 409 +5,835 219.36% Q4 2025 Feb 09, 2026
Beaumont Financial Advisors, LLC History No change 8,488 1,033 0.07% 0.07% 410 0 0.0% Q4 2025 Jan 16, 2026
Capital Investment Advisors, LLC History Added to 8,385 1,020 0.02% 0.02% 411 +334 4.15% Q4 2025 Jan 13, 2026
Clark Capital Management Group, Inc. History New 8,374 1,019 0.01% — 412 +8,374 New Q4 2025 Feb 17, 2026
Freedom Investment Management, Inc. History Reduced 8,362 1,018 0.3% 0.27% 413 -264 -3.06% Q4 2025 Feb 06, 2026
Brio Consultants, LLC History Added to 8,360 1,017 0.13% 0.05% 414 +5,268 170.38% Q4 2025 Feb 04, 2026
Key Client Fiduciary Advisors, LLC History Reduced 8,296 1,010 0.34% 0.33% 415 -83 -0.99% Q4 2025 Jan 28, 2026
Capstone Wealth Management, Inc. History New 8,242 1,002 0.88% — 416 +8,242 New Q4 2025 Feb 20, 2026
Bison Wealth, LLC History New 9,064 998 0.11% — 418 +9,064 New Q4 2025 Mar 24, 2026
BOKF, NA History Reduced 8,199 998 0.02% 0.02% 417 -4,642 -36.15% Q4 2025 Feb 03, 2026
Solutions 4 Wealth, Ltd History Added to 8,174 995 1.5% 1.08% 419 +2,411 41.84% Q4 2025 Feb 09, 2026
Capital Planning LLC History Added to 8,178 993 0.28% 0.24% 420 +1,232 17.74% Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 8,097 985 0.06% — 421 +8,097 New Q4 2025 Feb 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 8,046 980 0.31% 0.34% 422 0 0.0% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 8,010 975 0.02% 0.01% 423 +1,183 17.33% Q4 2025 Feb 12, 2026
Verum Partners LLC History Reduced 7,927 965 0.19% 0.22% 424 -528 -6.24% Q4 2025 Jan 14, 2026
Chevy Chase Trust Holdings, LLC History Added to 7,852 955 0.0% 0.0% 425 +352 4.69% Q4 2025 Feb 13, 2026
Flaharty Asset Management, LLC History Added to 7,839 954 0.12% 0.09% 426 +2,253 40.33% Q4 2025 Feb 06, 2026
Lee-Kelleher Wealth Management History Reduced 7,824 952 0.57% 0.65% 427 -922 -10.54% Q4 2025 Jan 14, 2026
Robertson Stephens Wealth Management, LLC History New 7,812 951 0.02% — 428 +7,812 New Q4 2025 Feb 02, 2026
Allspring Global Investments Holdings, LLC History Added to 7,819 949 0.0% 0.0% 429 +70 0.9% Q4 2025 Jan 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,769 945 0.05% 0.06% 430 +79 1.03% Q4 2025 Jan 26, 2026
IHT Wealth Management, LLC History Added to 7,718 939 0.02% 0.02% 431 +704 10.04% Q4 2025 Feb 17, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 7,672 934 0.33% 0.34% 432 0 0.0% Q4 2025 Feb 06, 2026
NBC SECURITIES, INC. History Reduced 7,634 929 0.07% 0.07% 433 -198 -2.53% Q4 2025 Jan 29, 2026
Calydon Capital History No change 7,633 929 0.16% 0.15% 434 0 0.0% Q4 2025 Feb 17, 2026
BEACON FINANCIAL PLANNING, INC History Added to 7,623 928 0.45% 0.27% 435 +3,222 73.21% Q4 2025 Jan 22, 2026
Keystone Financial Group History Added to 7,612 926 0.07% 0.07% 436 +86 1.14% Q4 2025 Feb 06, 2026
WORLD EQUITY GROUP, INC. History Added to 7,559 920 0.26% 0.2% 437 +331 4.58% Q4 2025 Jan 12, 2026
Bluesphere Advisors LLC History No change 7,550 919 0.41% 0.42% 438 0 0.0% Q4 2025 Jan 21, 2026
Santori & Peters, Inc. History Reduced 7,499 913 0.31% 0.32% 439 -52 -0.69% Q4 2025 Jan 15, 2026
United Advisor Group, LLC History Added to 7,495 912 0.11% 0.11% 440 +762 11.32% Q4 2025 Jan 26, 2026
Cordatus Wealth Management LLC History Reduced 7,485 911 0.21% 0.21% 441 -51 -0.68% Q4 2025 Jan 26, 2026
Braun-Bostich & Associates Inc. History No change 7,477 910 0.56% 0.57% 442 0 0.0% Q4 2025 Jan 14, 2026
Ponta Wealth Partners, LLC History New 7,456 907 0.84% — 443 +7,456 New Q4 2025 Feb 03, 2026
Sovereign Financial Group, Inc. History Reduced 7,421 903 0.16% 0.17% 444 -158 -2.08% Q4 2025 Jan 07, 2026
Parallel Advisors, LLC History Added to 7,409 902 0.02% 0.01% 445 +1,152 18.41% Q4 2025 Feb 11, 2026
Berman McAleer LLC History Added to 7,410 902 0.12% 0.11% 446 +710 10.6% Q4 2025 Feb 05, 2026
VestGen Advisors, LLC History New 7,158 871 0.04% — 447 +7,158 New Q4 2025 Feb 17, 2026
Balefire, LLC History Reduced 7,049 858 0.17% 0.17% 448 -198 -2.73% Q4 2025 Jan 12, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 6,917 842 0.49% 0.49% 449 -94 -1.34% Q4 2025 Jan 21, 2026
SENTINEL TRUST CO LBA History No change 6,885 838 0.08% 0.08% 450 0 0.0% Q4 2025 Jan 29, 2026
Truepoint, Inc. History Reduced 6,868 836 0.02% 0.02% 451 -27 -0.39% Q4 2025 Feb 11, 2026
RAINIER FAMILY WEALTH INC History No change 6,764 823 0.62% 0.73% 452 0 0.0% Q4 2025 Jan 20, 2026
VICUS CAPITAL History Added to 6,759 822 0.06% 0.05% 453 +800 13.43% Q4 2025 Jan 22, 2026
Vontobel Holding Ltd. History Reduced 6,659 810 0.0% 0.0% 454 -125 -1.84% Q4 2025 Feb 13, 2026
SteelPeak Wealth, LLC History Added to 6,640 808 0.03% 0.02% 455 +2,039 44.32% Q4 2025 Jan 20, 2026
OLD MISSION CAPITAL LLC History Reduced 6,587 801 0.02% 0.04% 456 -10,013 -60.32% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Reduced 6,538 795 0.03% 0.04% 457 -2,248 -25.59% Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Added to 6,521 793 0.03% 0.03% 458 +32 0.49% Q4 2025 Jan 30, 2026
Total Clarity Wealth Management, Inc. History Added to 6,498 791 0.19% 0.08% 459 +4,146 176.28% Q4 2025 Feb 02, 2026
FIRST MANHATTAN CO. LLC. History Reduced 6,456 786 0.0% 0.0% 460 -120 -1.82% Q4 2025 Feb 17, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 6,454 785 0.13% 0.12% 461 +344 5.63% Q4 2025 Feb 04, 2026
Arista Wealth Management, LLC History Added to 6,366 775 0.1% 0.09% 462 +48 0.76% Q4 2025 Feb 09, 2026
EQ LLC History No change 6,351 773 0.22% 0.26% 463 0 0.0% Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History Added to 6,321 765 0.06% 0.07% 465 +183 2.98% Q4 2025 Jan 20, 2026
Koshinski Asset Management, Inc. History Added to 6,291 765 0.05% 0.05% 464 +147 2.39% Q4 2025 Feb 03, 2026
Invesco Ltd. History Added to 6,245 760 0.0% 0.0% 466 +1,476 30.95% Q4 2025 Feb 19, 2026
Financial Guidance Group, Inc. History No change 6,250 760 0.31% 0.34% 467 0 0.0% Q4 2025 Jan 26, 2026
Financial Engines Advisors L.L.C. History Added to 6,224 757 0.0% 0.0% 468 +41 0.66% Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History Reduced 6,206 755 0.03% 0.04% 469 -114 -1.8% Q4 2025 Feb 13, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 6,168 750 0.23% 0.23% 470 +7 0.11% Q4 2025 Jan 13, 2026
Betterment LLC History Added to 6,128 746 0.0% 0.0% 471 +887 16.92% Q4 2025 Feb 12, 2026
Green Ridge Wealth Planning LLC History New 6,125 745 0.38% — 472 +6,125 New Q4 2025 Mar 11, 2026
Cedar Wealth Management, LLC History New 6,109 743 0.22% — 473 +6,109 New Q4 2025 Feb 06, 2026
Independent Advisor Alliance History No change 6,018 732 0.02% 0.02% 474 0 0.0% Q4 2025 Feb 04, 2026
CENTAURUS FINANCIAL, INC. History Added to 5,902 719 0.03% 0.03% 475 +1,255 27.01% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 5,896 717 0.01% 0.01% 477 +608 11.5% Q4 2025 Feb 04, 2026
CURA WEALTH ADVISORS, LLC History Added to 5,894 717 0.27% 0.25% 476 +560 10.5% Q4 2025 Jan 23, 2026
Arsenal Capital Advisors LLC History New 5,821 708 0.5% — 478 +5,821 New Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 5,620 684 0.0% 0.0% 479 +1,994 54.99% Q4 2025 Feb 17, 2026
BARCLAYS PLC History New 5,600 681 0.0% — 480 +5,600 New Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,578 679 0.01% 0.06% 481 -40,514 -87.9% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 5,557 676 0.17% — 484 +5,557 New Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 5,557 676 0.04% 0.04% 482 +230 4.32% Q4 2025 Feb 05, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 5,560 676 0.23% 0.26% 483 +59 1.07% Q4 2025 Jan 08, 2026
1832 Asset Management L.P. History Added to 5,535 673 0.0% 0.0% 485 +494 9.8% Q4 2025 Feb 13, 2026
Stone House Investment Management, LLC History Added to 5,451 663 0.1% 0.1% 486 +317 6.17% Q4 2025 Jan 21, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,423 660 0.01% 0.01% 487 +242 4.67% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 5,392 656 0.01% 0.01% 488 -349 -6.08% Q4 2025 Feb 05, 2026
PRIVATE TRUST CO NA History Added to 5,382 655 0.06% 0.05% 489 +222 4.3% Q4 2025 Jan 26, 2026
AlphaCore Capital LLC History Added to 5,366 653 0.01% 0.01% 490 +3,857 255.6% Q4 2025 Feb 05, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 5,340 650 0.05% 0.06% 491 0 0.0% Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 5,333 649 0.01% 0.02% 492 -1,684 -24.0% Q4 2025 Feb 19, 2026
Dakota Wealth Management History New 5,306 645 0.01% — 493 +5,306 New Q4 2025 Jan 13, 2026
Paladin Advisory Group, LLC History Added to 5,290 644 0.47% 0.24% 494 +2,782 110.93% Q4 2025 Jan 21, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 5,170 629 0.13% 0.2% 495 -2,448 -32.13% Q4 2025 Jan 07, 2026
Lewis Asset Management, LLC History Reduced 5,057 615 0.25% 0.25% 497 -33 -0.65% Q4 2025 Jan 15, 2026
FIRST FINANCIAL BANKSHARES INC History No change 5,053 615 0.01% 0.01% 496 0 0.0% Q4 2025 Feb 12, 2026
MOR Wealth Management, LLC History New 5,013 610 0.28% — 499 +5,013 New Q4 2025 Jan 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 5,011 610 0.01% 0.01% 498 -1,584 -24.02% Q4 2025 Feb 10, 2026
Black Diamond Financial, LLC History New 5,000 608 0.06% — 500 +5,000 New Q4 2025 Feb 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 4,998 608 0.08% 0.1% 501 -1,090 -17.9% Q4 2025 Feb 04, 2026
ADVISORTRUST PARTNERS, LLC History New 4,976 605 0.27% — 502 +4,976 New Q4 2025 Mar 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 4,961 603 0.04% 0.05% 503 -274 -5.23% Q4 2025 Feb 02, 2026
J.W. COLE ADVISORS, INC. History Reduced 14,338 599 0.01% 0.04% 504 -2,138 -12.98% Q4 2025 Feb 11, 2026
Trust Point Inc. History Added to 4,861 591 0.05% 0.05% 505 +113 2.38% Q4 2025 Jan 13, 2026
SCOTIA CAPITAL INC. History Added to 4,744 577 0.0% 0.0% 506 +154 3.36% Q4 2025 Feb 12, 2026
PGIM Custom Harvest LLC History Reduced 4,728 575 0.01% 0.01% 507 -14 -0.3% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History No change 4,721 574 0.02% 0.02% 508 0 0.0% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Reduced 4,710 573 0.0% 0.01% 509 -14,088 -74.94% Q4 2025 Jan 26, 2026
Fairway Wealth LLC History Added to 4,683 570 0.15% 0.12% 510 +1,001 27.19% Q4 2025 Jan 28, 2026
BOK Financial Private Wealth, Inc. History No change 4,660 567 0.03% 0.04% 511 0 0.0% Q4 2025 Feb 06, 2026
Wharton Business Group, LLC History No change 4,660 567 0.02% 0.02% 512 0 0.0% Q4 2025 Feb 11, 2026
Thoma Capital Management LLC History New 4,646 565 0.33% — 513 +4,646 New Q4 2025 Jan 08, 2026
Ashton Thomas Private Wealth, LLC History Added to 4,626 563 0.01% 0.01% 514 +31 0.67% Q4 2025 Jan 29, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 4,608 561 0.05% 0.05% 515 +52 1.14% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Added to 4,597 559 0.1% 0.09% 516 +589 14.7% Q4 2025 Feb 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 4,582 557 0.09% — 517 +4,582 New Q4 2025 Feb 12, 2026
BlueStem Wealth Partners, LLC History Reduced 4,551 554 0.06% 0.07% 518 -420 -8.45% Q4 2025 Feb 06, 2026
Fortitude Advisory Group L.L.C. History Added to 4,541 552 0.23% 0.29% 519 +3 0.07% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History No change 4,531 551 0.03% 0.03% 520 0 0.0% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,527 551 0.01% 0.01% 521 0 0.0% Q4 2025 Jan 16, 2026
Ancora Advisors LLC History Added to 4,494 547 0.01% 0.01% 522 +1,787 66.01% Q4 2025 Feb 17, 2026
Fermata Advisors, LLC History Added to 4,476 544 0.13% 0.11% 523 +999 28.73% Q4 2025 Jan 08, 2026
New England Private Wealth Advisors LLC History Reduced 4,411 537 0.07% 0.08% 524 -537 -10.85% Q4 2025 Feb 13, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,384 533 0.15% 0.17% 525 0 0.0% Q4 2025 Feb 10, 2026
Hirtle Callaghan & Co LLC History No change 4,321 526 0.02% 0.02% 526 0 0.0% Q4 2025 Feb 04, 2026
Ignite Planners, LLC History Reduced 4,374 525 0.08% 0.09% 527 -129 -2.86% Q4 2025 Feb 06, 2026
Emerald Advisors, LLC History Reduced 4,312 524 0.07% 0.08% 528 -455 -9.54% Q4 2025 Jan 27, 2026
Vise Technologies, Inc. History New 4,281 521 0.01% — 529 +4,281 New Q4 2025 Feb 11, 2026
United Community Bank History No change 4,277 520 0.2% 0.16% 530 0 0.0% Q4 2025 Jan 30, 2026
Opus Capital Group, LLC History Reduced 4,224 514 0.06% 0.19% 531 -9,505 -69.23% Q4 2025 Jan 30, 2026
Impact Capital Partners LLC History New 4,224 514 0.15% — 532 +4,224 New Q4 2025 Jan 07, 2026
CRA Financial Services, LLC History Added to 4,215 513 0.07% 0.07% 533 +25 0.6% Q4 2025 Jan 16, 2026
Kohmann Bosshard Financial Services, LLC History No change 4,209 512 0.05% 0.05% 534 0 0.0% Q4 2025 Jan 30, 2026
Integrated Advisors Network LLC History Added to 4,124 502 0.02% 0.01% 535 +1,919 87.03% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History No change 4,096 498 0.01% 0.01% 536 0 0.0% Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Added to 4,053 493 0.03% 0.01% 537 +2,543 168.41% Q4 2025 Feb 10, 2026
Private Wealth Asset Management, LLC History No change 4,048 492 0.05% 0.06% 538 0 0.0% Q4 2025 Feb 10, 2026
Rothschild Wealth LLC History Added to 4,023 489 0.05% 0.06% 539 +1,654 69.82% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 3,994 486 0.0% — 540 +3,994 New Q4 2025 Feb 05, 2026
Ellenbecker Investment Group History Reduced 3,966 482 0.07% 0.13% 541 -3,253 -45.06% Q4 2025 Jan 30, 2026
Essex Financial Services, Inc. History Reduced 3,956 481 0.03% 0.03% 542 -130 -3.18% Q4 2025 Feb 10, 2026
JPL Wealth Management, LLC History No change 3,863 470 0.11% 0.11% 543 0 0.0% Q4 2025 Feb 12, 2026
Legacy Wealth Asset Management, LLC History No change 3,819 464 0.11% 0.11% 544 0 0.0% Q4 2025 Jan 12, 2026
New Republic Capital, LLC History No change 3,800 462 0.12% 0.14% 545 0 0.0% Q4 2025 Feb 10, 2026
Regent Peak Wealth Advisors LLC History No change 3,773 459 0.09% 0.09% 546 0 0.0% Q4 2025 Jan 08, 2026
Aurora Private Wealth, Inc. History New 3,773 457 0.3% — 548 +3,773 New Q4 2025 Feb 02, 2026
INTEGRITY ALLIANCE, LLC. History Added to 3,760 457 0.02% 0.02% 547 +717 23.56% Q4 2025 Feb 09, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 3,714 452 0.02% 0.02% 549 -85 -2.24% Q4 2025 Feb 17, 2026
Proficio Capital Partners LLC History Added to 3,705 451 0.03% 0.03% 550 +520 16.33% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Added to 3,697 450 0.02% 0.02% 551 +790 27.18% Q4 2025 Feb 06, 2026
JMG Financial Group, Ltd. History No change 3,689 449 0.01% 0.01% 552 0 0.0% Q4 2025 Feb 10, 2026
My Personal CFO, LLC History New 3,663 446 0.19% — 553 +3,663 New Q4 2025 Jan 15, 2026
Bond & Devick Financial Network, Inc. History No change 3,656 445 0.13% 0.13% 554 0 0.0% Q4 2025 Jan 14, 2026
Rathbones Group PLC History No change 3,650 444 0.0% 0.0% 555 0 0.0% Q4 2025 Feb 06, 2026
Inman Jager Wealth Management, LLC History No change 3,644 443 0.27% 0.28% 556 0 0.0% Q4 2025 Jan 26, 2026
OneDigital Investment Advisors LLC History Added to 3,624 441 0.0% 0.0% 557 +38 1.06% Q4 2025 Feb 13, 2026
SAX WEALTH ADVISORS, LLC History No change 3,627 441 0.02% 0.02% 558 0 0.0% Q4 2025 Jan 12, 2026
Per Stirling Capital Management, LLC. History Added to 3,612 439 0.05% 0.05% 559 +11 0.31% Q4 2025 Feb 17, 2026
Gilliland Jeter Wealth Management LLC History Added to 3,597 437 0.13% 0.13% 560 +2 0.06% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO History No change 3,559 435 0.0% 0.0% 561 0 0.0% Q4 2025 Jan 26, 2026
TME FINANCIAL, INC. History Reduced 3,563 433 0.3% 0.33% 562 -135 -3.65% Q4 2025 Jan 27, 2026
DGS Capital Management, LLC History Reduced 3,555 432 0.07% 0.19% 563 -5,291 -59.81% Q4 2025 Feb 24, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 3,541 431 0.01% — 565 +3,541 New Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History No change 3,542 431 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History No change 3,521 428 0.01% 0.01% 566 0 0.0% Q4 2025 Jan 30, 2026
Sepio Capital, LP History No change 3,517 428 0.02% 0.03% 567 0 0.0% Q4 2025 Feb 12, 2026
Elite Life Management LLC History Reduced 3,617 424 0.69% 0.92% 568 -150 -3.98% Q4 2025 Feb 09, 2026
United Capital Management of KS, Inc. History No change 3,410 415 0.06% 0.06% 569 0 0.0% Q4 2025 Feb 17, 2026
Park Capital Management, LLC / WI History No change 3,400 413 0.3% 0.33% 570 0 0.0% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Added to 3,381 411 0.0% 0.0% 571 +909 36.77% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History No change 3,332 405 0.01% 0.01% 572 0 0.0% Q4 2025 Feb 12, 2026
HFG Advisors, Inc. History No change 3,298 401 0.29% 0.29% 573 0 0.0% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 3,258 396 0.01% 0.01% 574 -2,061 -38.75% Q4 2025 Feb 17, 2026
Foundation Wealth Management, LLC History Reduced 3,250 395 0.26% 0.31% 575 -825 -20.25% Q4 2025 Jan 27, 2026
SeaCrest Wealth Management, LLC History No change 3,218 394 0.04% 0.04% 576 0 0.0% Q4 2025 Jan 12, 2026
STOCK YARDS BANK & TRUST CO History New 3,235 393 0.01% — 577 +3,235 New Q4 2025 Jan 21, 2026
Colter Lewis Investment Partners LLC History New 3,196 389 0.45% — 578 +3,196 New Q4 2025 Feb 17, 2026
Tranquility Partners, LLC History No change 3,180 387 0.14% 0.13% 579 0 0.0% Q4 2025 Feb 03, 2026
Leo Wealth, LLC History New 3,143 382 0.03% — 580 +3,143 New Q4 2025 Jan 21, 2026
D'Orazio & Associates, Inc. History Added to 3,132 381 0.05% 0.05% 581 +210 7.19% Q4 2025 Feb 04, 2026
SC&H Financial Advisors, Inc. History Added to 3,127 380 0.06% 0.06% 582 +2 0.06% Q4 2025 Jan 21, 2026
White Lighthouse Investment Management Inc. History Reduced 3,115 379 0.05% 0.06% 583 -270 -7.98% Q4 2025 Feb 09, 2026
Alteri Wealth LLC History No change 3,116 379 0.12% 0.13% 584 0 0.0% Q4 2025 Feb 11, 2026
Park Edge Advisors, LLC History Reduced 3,100 377 0.09% 0.1% 585 -446 -12.58% Q4 2025 Jan 16, 2026
CWA Asset Management Group, LLC History Reduced 3,086 375 0.01% 0.02% 586 -308 -9.07% Q4 2025 Jan 07, 2026
MWA Asset Management History Added to 3,042 370 0.21% 0.2% 587 +38 1.26% Q4 2025 Jan 29, 2026
Trexquant Investment LP History Added to 3,028 368 0.0% 0.0% 588 +3 0.1% Q4 2025 Feb 17, 2026
Avant Capital LLC History Added to 2,996 364 0.25% 0.23% 589 +263 9.62% Q4 2025 Feb 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 2,983 363 0.08% 0.08% 591 +506 20.43% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Reduced 2,990 363 0.01% 0.01% 590 -131 -4.2% Q4 2025 Feb 03, 2026
Carrera Capital Advisors History New 2,959 360 0.06% — 592 +2,959 New Q4 2025 Jan 30, 2026
Geneos Wealth Management Inc. History Reduced 2,950 359 0.01% 0.01% 594 -116 -3.78% Q4 2025 Jan 28, 2026
Merkkuri Wealth Advisors LLC History Added to 2,949 359 0.24% 0.26% 595 +3 0.1% Q4 2025 Jan 29, 2026
Nelson Capital Management, LLC History No change 2,951 359 0.04% 0.04% 593 0 0.0% Q4 2025 Feb 10, 2026
Blake Schutter Theil Wealth Advisors, LLC History Added to 2,931 356 0.29% 0.23% 596 +980 50.23% Q4 2025 Feb 02, 2026
Fulcrum Equity Management History Added to 2,891 352 0.34% 0.35% 597 +16 0.56% Q4 2025 Jan 06, 2026
Gladstone Institutional Advisory LLC History Added to 2,897 352 0.01% 0.01% 598 +9 0.31% Q4 2025 Feb 17, 2026
Smart Portfolios, LLC History No change 2,861 348 0.35% 0.33% 599 0 0.0% Q4 2025 Jan 30, 2026
HUB Investment Partners, LLC History No change 2,853 347 0.01% 0.01% 600 0 0.0% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Added to 2,822 343 0.02% 0.03% 601 +151 5.65% Q4 2025 Jan 21, 2026
Old North State Wealth Management, LLC History Reduced 2,814 342 0.16% 0.18% 604 -424 -13.09% Q4 2025 Jan 23, 2026
Cedar Point Capital Partners, LLC History Added to 2,811 342 0.22% 0.21% 602 +96 3.54% Q4 2025 Feb 11, 2026
Equita Financial Network, Inc. History No change 2,811 342 0.1% 0.11% 603 0 0.0% Q4 2025 Jan 29, 2026
Rialto Wealth Management, LLC History No change 2,814 342 0.08% 0.09% 605 0 0.0% Q4 2025 Jan 12, 2026
McCartney Wealth Management LLC History New 2,765 336 0.29% — 606 +2,765 New Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 2,748 334 0.01% 0.01% 608 +384 16.24% Q4 2025 Feb 06, 2026
First City Capital Management, Inc. History No change 2,744 334 0.18% 0.18% 607 0 0.0% Q4 2025 Jan 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 2,724 331 0.0% 0.0% 609 +305 12.61% Q4 2025 Jan 30, 2026
EVERETT HARRIS & CO /CA/ History No change 2,725 331 0.0% 0.0% 610 0 0.0% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History Reduced 2,711 330 0.01% 0.01% 611 -225 -7.66% Q4 2025 Feb 17, 2026
Fairvoy Private Wealth, LLC History No change 2,691 327 0.07% 0.07% 612 0 0.0% Q4 2025 Jan 14, 2026
MITCHELL SINKLER & STARR/PA History Added to 2,655 323 0.15% 0.14% 613 +50 1.92% Q4 2025 Feb 11, 2026
Cape Investment Advisory, Inc. History Added to 2,621 319 0.1% 0.02% 615 +2,460 1527.95% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 2,622 319 0.0% 0.0% 614 +1 0.04% Q4 2025 Feb 03, 2026
Traction Financial Partners, LLC History Reduced 2,599 316 0.19% 0.19% 616 -23 -0.88% Q4 2025 Jan 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 2,582 314 0.01% 0.01% 617 +3 0.12% Q4 2025 Feb 03, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 2,576 313 0.06% 0.07% 618 +244 10.46% Q4 2025 Feb 10, 2026
CULLINAN ASSOCIATES INC History New 2,541 309 0.02% — 619 +2,541 New Q4 2025 Jan 30, 2026
Wealthfront Advisers LLC History New 2,498 304 0.0% — 620 +2,498 New Q4 2025 Jan 30, 2026
Newport Capital Group, LLC History Reduced 2,503 304 0.19% 0.19% 621 -22 -0.87% Q4 2025 Feb 13, 2026
SVB WEALTH LLC History No change 2,483 302 0.02% 0.02% 622 0 0.0% Q4 2025 Feb 04, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Reduced 2,457 299 0.57% 0.43% 624 -383 -13.49% Q4 2025 Jan 21, 2026
Evanson Asset Management, LLC History No change 2,462 299 0.02% 0.02% 623 0 0.0% Q4 2025 Jan 12, 2026
James Reed Financial Services, Inc. History Reduced 2,450 298 0.24% 0.27% 625 -50 -2.0% Q4 2025 Jan 14, 2026
Quotient Wealth Partners, LLC History No change 2,444 297 0.01% 0.01% 626 0 0.0% Q4 2025 Jan 22, 2026
Signature Equity Partners, LLC History New 2,436 296 0.16% — 628 +2,436 New Q4 2025 Feb 17, 2026
Plan Group Financial, LLC History Reduced 2,435 296 0.08% 0.1% 627 -527 -17.79% Q4 2025 Feb 03, 2026
SkyOak Wealth, LLC History Reduced 2,419 294 0.05% 0.07% 629 -503 -17.21% Q4 2025 Feb 05, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,407 293 0.0% 0.0% 630 0 0.0% Q4 2025 Jan 28, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 2,409 293 0.09% 0.1% 631 0 0.0% Q4 2025 Jan 12, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 2,402 292 0.0% 0.0% 632 -1,224 -33.76% Q4 2025 Feb 13, 2026
TECTONIC ADVISORS LLC History Added to 2,388 290 0.02% 0.02% 633 +3 0.13% Q4 2025 Jan 23, 2026
MOTIVE WEALTH ADVISORS History New 2,368 288 0.12% — 634 +2,368 New Q4 2025 Jan 15, 2026
GM Advisory Group, LLC History Reduced 2,365 287 0.01% 0.01% 635 -1 -0.04% Q4 2025 Feb 13, 2026
Valued Retirements, Inc. History No change 2,356 286 0.28% 0.29% 636 0 0.0% Q4 2025 Feb 09, 2026
Heritage Wealth Management, Inc. History No change 2,340 284 0.08% 0.08% 637 0 0.0% Q4 2025 Jan 26, 2026
Vertex Planning Partners, LLC History Added to 2,310 281 0.07% 0.05% 639 +324 16.31% Q4 2025 Feb 17, 2026
Sicart Associates LLC History No change 2,313 281 0.07% 0.08% 638 0 0.0% Q4 2025 Jan 14, 2026
Bawa N Mallick Trust History No change 2,300 280 0.1% 0.1% 640 0 0.0% Q4 2025 Mar 12, 2026
GoalVest Advisory LLC History New 2,293 279 0.05% — 641 +2,293 New Q4 2025 Jan 05, 2026
GENTRY PRIVATE WEALTH, LLC History No change 2,293 279 0.18% 0.19% 642 0 0.0% Q4 2025 Jan 28, 2026
Krilogy Financial LLC History Added to 2,277 276 0.01% 0.01% 643 +12 0.53% Q4 2025 Jan 27, 2026
Coordinated Financial Services, Inc. History Added to 2,240 272 0.16% 0.14% 646 +431 23.83% Q4 2025 Feb 09, 2026
Freestone Capital Holdings, LLC History No change 2,236 272 0.01% 0.01% 644 0 0.0% Q4 2025 Jan 23, 2026
Amplius Wealth Advisors, LLC History No change 2,235 272 0.02% 0.02% 645 0 0.0% Q4 2025 Jan 12, 2026
Evelyn Partners Asset Management Ltd History New 2,226 271 0.06% — 648 +2,226 New Q4 2025 Feb 13, 2026
Ellevest, Inc. History Reduced 2,234 271 0.04% 0.04% 647 -99 -4.24% Q4 2025 Feb 10, 2026
Empowered Funds, LLC History New 2,209 268 0.0% — 649 +2,209 New Q4 2025 Feb 18, 2026
Grant Street Asset Management, Inc. History New 2,195 267 0.05% — 652 +2,195 New Q4 2025 Jan 28, 2026
Capital Analysts, LLC History Added to 2,187 267 0.01% 0.01% 650 +194 9.73% Q4 2025 Feb 11, 2026
Capital Planning Advisors, LLC History No change 2,198 267 0.04% 0.04% 651 0 0.0% Q4 2025 Feb 17, 2026
North Star Investment Management Corp. History Added to 2,177 265 0.02% 0.02% 653 +2 0.09% Q4 2025 Jan 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 2,136 260 0.04% 0.04% 654 -149 -6.52% Q4 2025 Feb 02, 2026
JACOBS & CO/CA History No change 2,100 255 0.02% 0.02% 655 0 0.0% Q4 2025 Jan 05, 2026
Evercore Wealth Management, LLC History No change 2,101 255 0.0% 0.0% 656 0 0.0% Q4 2025 Feb 17, 2026
Horst & Graben Wealth Management LLC History No change 2,101 255 0.04% 0.04% 657 0 0.0% Q4 2025 Jan 27, 2026
Financial Planning Hawaii, Inc. History New 2,091 254 0.15% — 658 +2,091 New Q4 2025 Jan 15, 2026
KEB ASSET MANAGEMENT, LLC History Reduced 2,081 253 0.05% 0.06% 659 -187 -8.25% Q4 2025 Jan 09, 2026
Level Financial Advisors History Reduced 2,063 251 0.07% 0.07% 660 -27 -1.29% Q4 2025 Jan 26, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 2,056 250 0.0% 0.01% 661 -1,710 -45.41% Q4 2025 Jan 07, 2026
Dynamic Advisor Solutions LLC History New 2,042 248 0.01% — 662 +2,042 New Q4 2025 Jan 09, 2026
Savvy Advisors, Inc. History New 2,034 247 0.01% — 663 +2,034 New Q4 2025 Jan 20, 2026
NTV ASSET MANAGEMENT LLC History No change 2,024 246 0.03% 0.03% 664 0 0.0% Q4 2025 Jan 20, 2026
Occidental Asset Management, LLC History No change 2,020 245 0.03% 0.03% 665 0 0.0% Q4 2025 Jan 08, 2026
EASTERN BANK History Reduced 2,008 244 0.0% 0.0% 667 -183 -8.35% Q4 2025 Jan 14, 2026
PHILADELPHIA TRUST CO History No change 2,000 244 0.02% 0.02% 666 0 0.0% Q4 2025 Feb 12, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 2,000 243 0.07% 0.08% 669 -156 -7.24% Q4 2025 Jan 22, 2026
ASPIRIANT, LLC History No change 2,001 243 0.01% 0.01% 668 0 0.0% Q4 2025 Jan 20, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 1,991 242 0.04% 0.04% 670 0 0.0% Q4 2025 Feb 03, 2026
MY Wealth Management Inc. History New 1,981 241 0.21% — 672 +1,981 New Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Reduced 1,982 241 0.0% 0.0% 671 -307 -13.41% Q4 2025 Feb 17, 2026
PUREfi Wealth, LLC History No change 1,986 241 0.18% 0.18% 673 0 0.0% Q4 2025 Jan 12, 2026
Tannin Capital LLC History New 1,978 240 0.21% — 675 +1,978 New Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History No change 1,972 240 0.0% 0.0% 674 0 0.0% Q4 2025 Feb 12, 2026
INSPIRION WEALTH ADVISORS, LLC History New 1,962 238 0.03% — 676 +1,962 New Q4 2025 Jan 09, 2026
UNIQUE WEALTH, LLC History No change 1,940 236 0.03% 0.03% 677 0 0.0% Q4 2025 Jan 06, 2026
Clarendon Private LLC History Added to 1,936 235 0.2% 0.21% 678 +3 0.16% Q4 2025 Feb 05, 2026
Veracity Capital LLC History No change 1,926 234 0.07% 0.07% 679 0 0.0% Q4 2025 Jan 29, 2026
Financial Freedom, LLC History Added to 1,892 230 0.11% 0.11% 681 +2 0.11% Q4 2025 Feb 17, 2026
NOTTINGHAM ADVISORS, INC. History No change 1,894 230 0.03% 0.03% 680 0 0.0% Q4 2025 Jan 26, 2026
PATRON PARTNERS, LLC History Added to 1,889 229 0.1% 0.1% 682 +1 0.05% Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History New 1,878 228 0.01% — 683 +1,878 New Q4 2025 Feb 17, 2026
HM PAYSON & CO History No change 1,865 227 0.0% 0.0% 684 0 0.0% Q4 2025 Feb 12, 2026
Edge Financial Advisors LLC History Reduced 1,826 222 0.09% 0.1% 685 -29 -1.56% Q4 2025 Jan 28, 2026
Abel Hall, LLC History No change 1,816 221 0.05% 0.09% 686 0 0.0% Q4 2025 Feb 17, 2026
180 WEALTH ADVISORS, LLC History Reduced 1,810 220 0.03% 0.03% 687 -4 -0.22% Q4 2025 Jan 09, 2026
VeraBank, N.A. History Reduced 1,803 219 0.04% 0.04% 688 -9 -0.5% Q4 2025 Feb 11, 2026
Roxbury Financial LLC History Added to 1,804 219 0.2% 0.2% 690 +2 0.11% Q4 2025 Jan 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,801 219 0.0% 0.0% 689 0 0.0% Q4 2025 Jan 22, 2026
Parcion Private Wealth LLC History No change 1,776 216 0.01% 0.01% 691 0 0.0% Q4 2025 Jan 26, 2026
Firestone Capital Management History Added to 1,773 215 0.05% 0.05% 692 +2 0.11% Q4 2025 Feb 09, 2026
Trellis Wealth Advisors LLC History Added to 1,771 215 0.08% 0.09% 693 +2 0.11% Q4 2025 Jan 26, 2026
Caprock Group, LLC History Reduced 1,756 213 0.0% 0.01% 694 -182 -9.39% Q4 2025 Jan 28, 2026
Advisor OS, LLC History New 1,721 209 0.02% — 695 +1,721 New Q4 2025 Feb 04, 2026
Directional Asset Management History New 1,708 207 0.18% — 697 +1,708 New Q4 2025 Jan 29, 2026
Aspen Capital Management, LLC History No change 1,701 207 0.05% 0.05% 696 0 0.0% Q4 2025 Jan 29, 2026
Premier Path Wealth Partners, LLC History No change 1,694 206 0.03% 0.03% 698 0 0.0% Q4 2025 Jan 22, 2026
Quantum Financial Planning Services, Inc. History New 1,691 205 0.07% — 701 +1,691 New Q4 2025 Jan 15, 2026
Keel Point, LLC History New 1,684 205 0.01% — 699 +1,684 New Q4 2025 Feb 12, 2026
ELEVATUS WELATH MANAGEMENT History Added to 1,690 205 0.06% 0.06% 700 +30 1.81% Q4 2025 Jan 14, 2026
Accredited Investors Inc. History No change 1,676 204 0.01% 0.01% 702 0 0.0% Q4 2025 Feb 05, 2026
Murphy & Mullick Capital Management Corp History No change 1,680 204 0.15% 0.15% 703 0 0.0% Q4 2025 Feb 10, 2026
Hilltop Partners LLC History Reduced 1,664 202 0.05% 0.06% 705 -9 -0.54% Q4 2025 Feb 10, 2026
A&I FINANCIAL SERVICES, LLC History No change 1,660 202 0.1% 0.1% 704 0 0.0% Q4 2025 Jan 28, 2026
Crews Bank & Trust History No change 1,656 201 0.03% 0.03% 706 0 0.0% Q4 2025 Jan 21, 2026
Snider Financial Group History Reduced 1,643 200 0.05% 0.12% 707 -2,080 -55.87% Q4 2025 Jan 21, 2026
Caitlin John, LLC History No change 1,628 198 0.13% 0.14% 708 0 0.0% Q4 2025 Feb 18, 2026
Jackson, Grant Investment Advisers, Inc. History No change 1,600 194 0.06% 0.06% 709 0 0.0% Q4 2025 Jan 27, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,600 194 0.05% 0.05% 710 0 0.0% Q4 2025 Feb 17, 2026
Signature Resources Capital Management, LLC History No change 1,600 194 0.1% 0.11% 711 0 0.0% Q4 2025 Jan 21, 2026
Gen-Wealth Partners Inc History No change 1,578 192 0.06% 0.06% 712 0 0.0% Q4 2025 Feb 13, 2026
Whipplewood Advisors, LLC History No change 1,558 189 0.12% 0.12% 713 0 0.0% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Added to 1,481 180 0.0% 0.0% 714 +15 1.02% Q4 2025 Jan 16, 2026
TRUST CO OF VERMONT History Added to 1,423 173 0.01% 0.01% 715 +23 1.64% Q4 2025 Jan 16, 2026
Pinnacle Bancorp, Inc. History No change 1,412 171 0.05% 0.05% 716 0 0.0% Q4 2025 Jan 22, 2026
CENTRAL TRUST Co History Reduced 1,379 167 0.0% 0.0% 717 -110 -7.39% Q4 2025 Feb 02, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 1,302 159 0.0% 0.0% 718 -1,929 -59.7% Q4 2025 Jan 28, 2026
MidFirst Bank History New 1,314 159 0.01% — 719 +1,314 New Q4 2025 Feb 25, 2026
ENTRUST FINANCIAL LLC History New 1,314 159 0.12% — 720 +1,314 New Q4 2025 Feb 06, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 1,300 158 0.01% 0.01% 721 -7 -0.54% Q4 2025 Jan 08, 2026
Avion Wealth History Added to 1,271 154 0.03% 0.03% 722 +1 0.08% Q4 2025 Jan 23, 2026
Private Wealth Management Group, LLC History No change 1,197 145 0.04% 0.04% 723 0 0.0% Q4 2025 Jan 23, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,054 128 0.01% 0.01% 724 0 0.0% Q4 2025 Jan 23, 2026
MCGUIRE CAPITAL ADVISORS INC History New 1,014 123 0.08% — 725 +1,014 New Q4 2025 Feb 19, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History New 996 121 0.07% — 726 +996 New Q4 2025 Jan 22, 2026
Archer Investment Corp History No change 978 119 0.03% 0.03% 727 0 0.0% Q4 2025 Jan 30, 2026
Asset Dedication, LLC History No change 970 118 0.01% 0.01% 728 0 0.0% Q4 2025 Jan 26, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 898 109 0.04% 0.04% 729 0 0.0% Q4 2025 Jan 20, 2026
Eukles Asset Management History No change 884 107 0.04% 0.04% 730 0 0.0% Q4 2025 Feb 09, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 879 107 0.09% 0.11% 731 0 0.0% Q4 2025 Feb 10, 2026
Concord Wealth Partners History Added to 844 102 0.01% 0.01% 733 +166 24.48% Q4 2025 Jan 29, 2026
Trust Co History Added to 844 102 0.01% 0.01% 732 +44 5.5% Q4 2025 Jan 15, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 792 96 0.01% 0.01% 734 0 0.0% Q4 2025 Jan 26, 2026
SFAM, LLC History New 760 92 0.08% — 735 +760 New Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History New 743 90 0.0% — 736 +743 New Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 728 88 0.01% — 737 +728 New Q4 2025 Feb 09, 2026
ADIRONDACK TRUST CO History Added to 714 86 0.03% 0.02% 738 +140 24.39% Q4 2025 Jan 08, 2026
Financial Perspectives, Inc History No change 687 83 0.02% 0.02% 739 0 0.0% Q4 2025 Jan 28, 2026
Strategic Investment Solutions, Inc. /IL History Added to 677 82 0.02% 0.02% 740 +1 0.15% Q4 2025 Feb 27, 2026
Godfrey Financial Associates, Inc. History New 666 81 0.07% — 741 +666 New Q4 2025 Feb 10, 2026
WealthShield Partners, LLC History No change 653 79 0.01% 0.01% 742 0 0.0% Q4 2025 Feb 03, 2026
ORG Partners LLC History No change 644 78 0.01% 0.01% 743 0 0.0% Q4 2025 Jan 14, 2026
Larson Financial Group LLC History Reduced 636 77 0.0% 0.0% 745 -127 -16.64% Q4 2025 Feb 06, 2026
Vermillion Wealth Management, Inc. History Added to 634 77 0.03% 0.02% 746 +1 0.16% Q4 2025 Feb 11, 2026
JNBA Financial Advisors History No change 635 77 0.01% 0.01% 744 0 0.0% Q4 2025 Jan 26, 2026
Key FInancial Inc History No change 640 77 0.01% 0.01% 747 0 0.0% Q4 2025 Feb 09, 2026
Newbridge Financial Services Group, Inc. History No change 635 77 0.01% 0.01% 748 0 0.0% Q4 2025 Jan 21, 2026
Newton One Investments LLC History Reduced 631 76 0.02% 0.02% 749 -24 -3.66% Q4 2025 Jan 23, 2026
Garton & Associates Financial Advisors LLC History New 612 74 0.04% — 750 +612 New Q4 2025 Feb 18, 2026
JFS WEALTH ADVISORS, LLC History Reduced 590 71 0.0% 0.0% 751 -5 -0.84% Q4 2025 Jan 14, 2026
Disciplina Capital Management LLC History New 560 68 0.01% — 753 +560 New Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History Added to 561 68 0.01% 0.01% 752 +102 22.22% Q4 2025 Feb 03, 2026
GGM Financials LLC History Added to 541 65 0.03% 0.03% 755 +1 0.19% Q4 2025 Feb 04, 2026
TOMPKINS FINANCIAL CORP History No change 542 65 0.01% 0.01% 754 0 0.0% Q4 2025 Jan 08, 2026
Asset Management One Co., Ltd. History Added to 526 64 0.0% 0.0% 756 +84 19.0% Q4 2025 Jan 27, 2026
Qube Research & Technologies Ltd History Reduced 507 61 0.0% 0.0% 757 -2,701 -84.2% Q4 2025 Feb 17, 2026
SOA Wealth Advisors, LLC. History No change 506 61 0.01% 0.01% 758 0 0.0% Q4 2025 Jan 20, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 499 60 0.0% — 761 +499 New Q4 2025 Feb 03, 2026
Independence Bank of Kentucky History Reduced 497 60 0.01% 0.01% 760 -50 -9.14% Q4 2025 Jan 20, 2026
Indiana Trust & Investment Management Co History No change 500 60 0.02% 0.02% 759 0 0.0% Q4 2025 Jan 21, 2026
City State Bank History No change 500 60 0.02% 0.02% 762 0 0.0% Q4 2025 Jan 28, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 500 60 0.13% 0.12% 763 0 0.0% Q4 2025 Feb 13, 2026
Coastline Trust Co History No change 475 57 0.01% 0.01% 764 0 0.0% Q4 2025 Jan 05, 2026
Spire Wealth Management History No change 475 57 0.0% 0.0% 765 0 0.0% Q4 2025 Jan 14, 2026
Copia Wealth Management History No change 468 56 0.04% 0.04% 766 0 0.0% Q4 2025 Feb 06, 2026
Golden State Wealth Management, LLC History Added to 436 53 0.01% 0.0% 767 +78 21.79% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History New 404 49 0.02% — 768 +404 New Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Reduced 400 48 0.0% 0.0% 769 -300 -42.86% Q4 2025 Feb 12, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 380 46 0.01% 0.01% 770 0 0.0% Q4 2025 Jan 28, 2026
Cranbrook Wealth Management, LLC History No change 375 45 0.01% 0.01% 771 0 0.0% Q4 2025 Jan 28, 2026
Greykasell Wealth Strategies, Inc. History No change 372 45 0.02% 0.02% 772 0 0.0% Q4 2025 Feb 11, 2026
Peachtree Investment Partners, LLC History No change 363 44 0.01% 0.01% 773 0 0.0% Q4 2025 Feb 11, 2026
WEST PACES ADVISORS INC. History New 345 42 0.01% — 774 +345 New Q4 2025 Jan 21, 2026
CDKV HOLDINGS LLC History New 328 39 0.03% — 775 +328 New Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Reduced 314 38 0.0% 0.0% 776 -159 -33.62% Q4 2025 Jan 27, 2026
New England Capital Financial Advisors LLC History No change 300 36 0.01% 0.02% 777 0 0.0% Q4 2025 Feb 02, 2026
FAS Wealth Partners, Inc. History New 283 34 0.0% — 778 +283 New Q4 2025 Feb 18, 2026
QUADRANT CAPITAL GROUP LLC History New 260 31 0.0% — 780 +260 New Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 257 31 0.0% 0.0% 779 0 0.0% Q4 2025 Feb 10, 2026
EPG Wealth Management LLC History No change 259 31 0.01% 0.01% 781 0 0.0% Q4 2025 Jan 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 244 29 0.0% 0.0% 782 -50 -17.01% Q4 2025 Feb 03, 2026
Westside Investment Management, Inc. History No change 245 29 0.0% 0.0% 783 0 0.0% Q4 2025 Jan 23, 2026
First Pacific Financial History Reduced 238 28 0.0% 0.0% 784 -4 -1.65% Q4 2025 Jan 16, 2026
Triumph Capital Management History New 216 26 0.01% — 785 +216 New Q4 2025 Feb 12, 2026
DecisionPoint Financial, LLC History Added to 207 25 0.01% 0.0% 786 +27 15.0% Q4 2025 Jan 29, 2026
Rossby Financial, LCC History No change 209 25 0.01% 0.01% 787 0 0.0% Q4 2025 Feb 12, 2026
Investment Research & Advisory Group, Inc. History New 205 24 0.01% — 788 +205 New Q4 2025 Jan 20, 2026
Glen Eagle Advisors, LLC History New 202 24 0.0% — 789 +202 New Q4 2025 Feb 13, 2026
YANKCOM Partnership History New 189 23 0.01% — 790 +189 New Q4 2025 Jan 20, 2026
Nova Wealth Management, Inc. History No change 194 23 0.02% 0.02% 791 0 0.0% Q4 2025 Jan 14, 2026
CULLEN/FROST BANKERS, INC. History No change 187 22 0.0% 0.0% 792 0 0.0% Q4 2025 Feb 06, 2026
BAYBAN History New 173 21 0.02% — 793 +173 New Q4 2025 Mar 05, 2026
Measured Wealth Private Client Group, LLC History No change 160 19 0.01% 0.01% 794 0 0.0% Q4 2025 Feb 10, 2026
Central Pacific Bank - Trust Division History No change 162 19 0.0% 0.0% 795 0 0.0% Q4 2025 Jan 07, 2026
Global Trust Asset Management, LLC History Reduced 150 18 0.01% 0.11% 796 -1,800 -92.31% Q4 2025 Jan 20, 2026
Integrity Financial Corp /WA History New 156 18 0.01% — 797 +156 New Q4 2025 Feb 13, 2026
Tidemark, LLC History No change 140 17 0.0% 0.0% 798 0 0.0% Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 123 15 0.0% 0.0% 799 -503 -80.35% Q4 2025 Feb 09, 2026
Lodestone Wealth Management LLC History New 130 15 0.01% — 802 +130 New Q4 2025 Jan 15, 2026