VANGUARD GROUP INC - VOOG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History Reduced 2,177,638 968,156 0.06% 0.06% 1 -35,068 -1.58% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 848,649 377,301 0.02% 0.02% 2 +15,656 1.88% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 674,306 299,789 0.02% 0.02% 3 +16,186 2.46% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 622,039 276,552 0.04% 0.04% 4 -7,577 -1.2% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 581,778 258,652 0.07% 0.07% 5 +15,189 2.68% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 376,246 167,275 0.05% 0.04% 6 +29,632 8.55% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 312,759 138,994 0.03% 0.03% 7 +8,268 2.72% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 125,819 125,819 0.07% — 8 +125,819 New Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 256,585 114,075 2.43% 2.27% 9 +24,845 10.72% Q4 2025 Feb 05, 2026
Corient Private Wealth LLC History Reduced 224,263 99,434 0.14% 0.16% 10 -15,724 -6.55% Q4 2025 Mar 09, 2026
WELLS FARGO & COMPANY/MN History Added to 206,429 91,776 0.02% 0.02% 11 +10,390 5.3% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 195,852 87,261 0.13% 0.12% 12 +2,641 1.37% Q4 2025 Feb 17, 2026
Arista Wealth Management, LLC History Added to 190,784 84,820 10.43% 10.1% 13 +4,380 2.35% Q4 2025 Feb 09, 2026
RAYMOND JAMES FINANCIAL INC History Added to 177,428 78,882 0.02% 0.02% 14 +26,708 17.72% Q4 2025 Feb 18, 2026
Mariner, LLC History Reduced 161,672 71,877 0.09% 0.1% 15 -9,755 -5.69% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 144,513 64,248 2.12% 2.17% 16 +6,726 4.88% Q4 2025 Jan 30, 2026
Focus Partners Wealth History Added to 143,582 63,827 0.07% 0.1% 17 +5,138 3.71% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 109,329 48,606 0.07% 0.08% 18 +2,116 1.97% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 108,934 48,430 0.33% 0.33% 19 +4,740 4.55% Q4 2025 Feb 17, 2026
Shakespeare Wealth Management, LLC History Reduced 101,634 45,185 9.99% 10.19% 20 -1,205 -1.17% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 96,668 42,978 0.11% 0.12% 21 -5,307 -5.2% Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Added to 94,101 41,836 0.05% 0.04% 22 +4,415 4.92% Q4 2025 Feb 06, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 92,617 41,176 3.23% 3.24% 23 -227 -0.24% Q4 2025 Jan 14, 2026
Essex Financial Services, Inc. History Reduced 90,031 40,026 2.28% 2.38% 24 -1,160 -1.27% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 84,925 37,756 0.01% — 25 +84,925 New Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 84,491 37,563 0.74% 0.81% 26 +246 0.29% Q4 2025 Jan 21, 2026
Kropog Financial Group, LLC History Reduced 77,693 34,541 26.76% 27.81% 27 -258 -0.33% Q4 2025 Feb 05, 2026
GOLDMAN SACHS GROUP INC History Added to 76,077 33,823 0.0% 0.0% 28 +70,800 1341.67% Q4 2025 Mar 25, 2026
Private Advisor Group, LLC History Added to 73,280 32,579 0.15% 0.16% 29 +234 0.32% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 72,506 32,235 0.04% 0.03% 30 +8,081 12.54% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 71,648 31,854 0.13% 0.14% 31 +2,286 3.3% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 66,749 29,675 0.04% 0.04% 32 -3,925 -5.55% Q4 2025 Feb 12, 2026
FIL Ltd History New 61,392 27,429 0.02% — 33 +61,392 New Q4 2025 Feb 17, 2026
Connecticut Wealth Management, LLC History Reduced 61,651 27,409 1.19% 1.21% 34 -1,077 -1.72% Q4 2025 Feb 12, 2026
Wheelhouse Advisory Group LLC History Added to 60,990 27,309 10.39% 10.87% 35 +3,058 5.28% Q4 2025 Jan 29, 2026
Cornerstone Advisory, LLC History Reduced 60,915 27,082 2.58% 2.64% 36 -761 -1.23% Q4 2025 Jan 28, 2026
Principle Wealth Partners LLC History Reduced 57,848 25,718 1.45% 1.47% 37 -154 -0.27% Q4 2025 Feb 06, 2026
Merit Financial Group, LLC History Added to 53,951 23,986 0.19% 0.21% 38 +582 1.09% Q4 2025 Jan 26, 2026
Janney Montgomery Scott LLC History Reduced 52,311 23,257 0.05% 0.05% 39 -571 -1.08% Q4 2025 Feb 11, 2026
Battery Global Advisors, LLC History Added to 365,122 22,809 10.57% 0.24% 40 +363,964 31430.4% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 50,193 22,315 0.01% 0.01% 41 +2,079 4.32% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 48,339 21,490 0.01% 0.01% 42 +10,370 27.31% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 48,275 21,462 0.03% 0.03% 43 -6,724 -12.23% Q4 2025 Feb 02, 2026
Steffes Financial, Ltd. History New 47,352 21,052 10.99% — 44 +47,352 New Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Reduced 45,807 20,365 0.04% 0.05% 45 -486 -1.05% Q4 2025 Feb 17, 2026
Composition Wealth, LLC History Reduced 45,722 20,327 0.29% 0.3% 46 -992 -2.12% Q4 2025 Feb 02, 2026
ArchPoint Investors History No change 45,415 20,191 4.79% 5.43% 47 0 0.0% Q4 2025 Feb 13, 2026
RFG HOLDINGS, INC. History Added to 41,284 18,354 4.6% 4.58% 48 +542 1.33% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Reduced 41,271 18,348 0.61% 0.63% 49 -254 -0.61% Q4 2025 Feb 06, 2026
Stordahl Capital Management, Inc. History Reduced 40,296 17,915 3.69% 3.71% 50 -299 -0.74% Q4 2025 Jan 27, 2026
MML INVESTORS SERVICES, LLC History Added to 39,651 17,628 0.04% 0.04% 51 +7,686 24.05% Q4 2025 Feb 13, 2026
Keystone Financial Services, LLC History Reduced 39,563 17,589 11.98% 12.15% 52 -317 -0.79% Q4 2025 Jan 27, 2026
PARK AVENUE SECURITIES LLC History Added to 39,547 17,582 0.15% 0.13% 53 +1,612 4.25% Q4 2025 Jan 05, 2026
Cerro Pacific Wealth Advisors LLC History Added to 37,859 16,831 4.54% 4.22% 54 +2,479 7.01% Q4 2025 Feb 02, 2026
ENTRUST FINANCIAL LLC History New 36,933 16,420 12.2% — 55 +36,933 New Q4 2025 Feb 06, 2026
Graves Light Lenhart Wealth, Inc. History Added to 34,752 15,450 1.64% 1.64% 56 +814 2.4% Q4 2025 Jan 09, 2026
Rockefeller Capital Management L.P. History Added to 33,635 14,954 0.03% 0.02% 57 +15,508 85.55% Q4 2025 Mar 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 32,598 14,632 0.02% 0.02% 58 +1,371 4.39% Q4 2025 Jan 08, 2026
CONNING INC. History Added to 32,065 14,255 0.48% 0.43% 59 +2,050 6.83% Q4 2025 Feb 05, 2026
PRUDENTIAL FINANCIAL INC History No change 31,610 14,154 0.02% 0.02% 60 0 0.0% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 31,000 13,782 0.0% 0.0% 61 +1,800 6.16% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 30,810 13,697 0.9% 0.93% 62 -358 -1.15% Q4 2025 Jan 23, 2026
Gotham Asset Management, LLC History Added to 30,422 13,525 0.05% 0.06% 63 +506 1.69% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 29,244 13,001 0.02% 0.01% 64 +8,131 38.51% Q4 2025 Jan 30, 2026
Relyea Zuckerberg Hanson LLC History Added to 29,238 12,998 1.31% 1.34% 65 +50 0.17% Q4 2025 Jan 20, 2026
Betterment LLC History Reduced 29,073 12,926 0.02% 0.03% 66 -236 -0.81% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Added to 28,450 12,581 0.31% 0.24% 67 +143 0.51% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 27,269 12,128 0.01% 0.01% 68 +1,753 6.87% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 26,989 11,999 0.25% 0.28% 69 +5 0.02% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 26,630 11,839 0.01% 0.01% 70 +5,044 23.37% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Reduced 26,357 11,717 0.17% 0.18% 71 -1,054 -3.85% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 25,553 11,360 0.15% 0.16% 72 -546 -2.09% Q4 2025 Jan 30, 2026
FMR LLC History Added to 24,110 10,772 0.0% 0.0% 73 +2,099 9.54% Q4 2025 Feb 17, 2026
Creative Planning History Added to 23,312 10,364 0.01% 0.01% 74 +3,111 15.4% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 22,664 10,075 0.22% 0.21% 75 +946 4.36% Q4 2025 Feb 02, 2026
Belvedere Trading LLC History Reduced 22,300 9,914 0.01% 0.01% 76 -1,900 -7.85% Q4 2025 Feb 10, 2026
Strategies Wealth Advisors, LLC History Reduced 22,065 9,809 0.98% 1.0% 77 -42 -0.19% Q4 2025 Feb 13, 2026
Magnus Financial Group LLC History Reduced 21,933 9,751 0.74% 0.76% 78 -72 -0.33% Q4 2025 Jan 07, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 21,264 9,353 3.6% 4.05% 79 +416 2.0% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Reduced 20,695 9,200 0.05% 0.06% 80 -276 -1.32% Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History Added to 20,335 9,040 0.7% 0.69% 81 +440 2.21% Q4 2025 Feb 13, 2026
AA Financial Advisors, LLC History Reduced 20,272 9,012 1.67% 1.82% 82 -983 -4.62% Q4 2025 Jan 14, 2026
Cooper Financial Group History Reduced 19,783 8,795 0.94% 0.96% 83 -40 -0.2% Q4 2025 Jan 08, 2026
NewEdge Advisors, LLC History Reduced 17,777 7,903 0.03% 0.04% 84 -523 -2.86% Q4 2025 Feb 18, 2026
Brookstone Capital Management History Added to 17,572 7,812 0.09% 0.08% 85 +1,270 7.79% Q4 2025 Jan 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 17,243 7,666 0.03% 0.02% 86 +5,464 46.39% Q4 2025 Jan 30, 2026
Sanctuary Advisors, LLC History Reduced 16,672 7,412 0.04% 0.04% 87 -3,671 -18.05% Q4 2025 Jan 29, 2026
Keystone Financial Group History Added to 16,629 7,393 0.55% 0.5% 88 +1,596 10.62% Q4 2025 Feb 06, 2026
OneDigital Investment Advisors LLC History Reduced 15,128 6,725 0.07% 0.07% 89 -813 -5.1% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 14,629 6,522 0.01% 0.0% 90 +9,028 161.19% Q4 2025 Feb 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 14,613 6,496 0.71% 0.76% 91 -338 -2.26% Q4 2025 Feb 13, 2026
INVICTUS PRIVATE WEALTH, LLC History No change 14,521 6,455 0.39% 0.4% 92 0 0.0% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 14,100 6,268 0.0% 0.0% 93 +12,000 571.43% Q4 2025 Feb 12, 2026
GM Advisory Group, LLC History Added to 14,066 6,253 0.24% 0.26% 94 +25 0.18% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 13,654 6,070 0.0% 0.0% 95 +1,629 13.55% Q4 2025 Feb 17, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 13,611 6,051 0.68% 0.69% 96 -32 -0.23% Q4 2025 Jan 08, 2026
MGO ONE SEVEN LLC History Added to 13,508 6,005 0.12% 0.11% 97 +2,371 21.29% Q4 2025 Feb 03, 2026
Sigma Planning Corp History Added to 13,412 5,962 0.16% 0.15% 98 +957 7.68% Q4 2025 Jan 30, 2026
&PARTNERS History Added to 13,005 5,768 0.03% 0.03% 99 +2,504 23.85% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 12,907 5,738 0.02% 0.02% 100 +57 0.44% Q4 2025 Jan 29, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 12,864 5,719 2.08% 2.43% 101 -146 -1.12% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 12,486 5,551 0.0% — 102 +12,486 New Q4 2025 Feb 17, 2026
M3 Wealth Management, LLC History New 11,619 5,165 4.11% — 104 +11,619 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Reduced 11,619 5,165 4.11% 4.82% 103 -342 -2.86% Q4 2025 Feb 09, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 11,518 5,120 1.74% 1.6% 105 +752 6.98% Q4 2025 Jan 22, 2026
Mesirow Financial Investment Management, Inc. History Reduced 10,704 4,758 0.1% 0.09% 106 -454 -4.07% Q4 2025 Feb 05, 2026
Anson Capital, Inc. History Reduced 10,534 4,683 3.41% 3.81% 107 -1,139 -9.76% Q4 2025 Feb 04, 2026
R. W. Roge & Company, Inc. History Reduced 10,140 4,508 2.23% 2.28% 108 -55 -0.54% Q4 2025 Jan 23, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 10,066 4,475 1.3% 1.45% 109 -30 -0.3% Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History New 10,054 4,469 0.15% — 110 +10,054 New Q4 2025 Feb 13, 2026
CWM, LLC History Added to 10,027 4,458 0.01% 0.01% 111 +4,035 67.34% Q4 2025 Jan 26, 2026
Valmark Advisers, Inc. History Reduced 9,649 4,289 0.05% 0.06% 112 -204 -2.07% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History Added to 9,630 4,281 0.16% 0.2% 113 +35 0.36% Q4 2025 Feb 09, 2026
Zhang Financial LLC History Added to 9,573 4,256 0.16% 0.14% 114 +1,453 17.89% Q4 2025 Feb 10, 2026
Beacon Pointe Advisors, LLC History Added to 9,534 4,238 0.03% 0.03% 115 +149 1.59% Q4 2025 Feb 18, 2026
Royal Fund Management, LLC History Added to 9,291 4,137 0.38% 0.44% 116 +844 9.99% Q4 2025 Jan 15, 2026
Wealthfront Advisers LLC History Added to 9,248 4,111 0.01% 0.01% 117 +3,512 61.23% Q4 2025 Jan 30, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 9,228 4,102 0.01% 0.01% 118 -469 -4.84% Q4 2025 Feb 17, 2026
Verum Partners LLC History Reduced 9,162 4,073 0.82% 0.88% 119 -333 -3.51% Q4 2025 Jan 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 8,977 3,991 0.02% 0.02% 120 -82 -0.91% Q4 2025 Feb 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 8,948 3,978 0.08% 0.06% 121 +1,812 25.39% Q4 2025 Feb 12, 2026
Asset Management Group, Inc. History Reduced 8,829 3,925 0.63% 0.64% 122 -142 -1.58% Q4 2025 Feb 17, 2026
Oxford Wealth Group, LLC History New 8,710 3,872 1.88% — 123 +8,710 New Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History Reduced 8,628 3,835 0.2% 0.2% 124 -25 -0.29% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 8,333 3,704 0.04% 0.04% 125 +522 6.68% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 8,226 3,657 0.03% 0.04% 126 -8,196 -49.91% Q4 2025 Feb 13, 2026
Focused Wealth Management, Inc History Added to 8,054 3,580 0.37% 0.34% 127 +707 9.62% Q4 2025 Jan 29, 2026
First Bancorp, Inc /ME/ History No change 8,019 3,565 1.9% 1.86% 128 0 0.0% Q4 2025 Jan 26, 2026
Continuum Advisory, LLC History No change 8,000 3,556 0.36% 0.37% 129 0 0.0% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 7,953 3,535 0.01% 0.01% 130 +2,828 55.18% Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History New 7,884 3,505 0.09% — 131 +7,884 New Q4 2025 Feb 02, 2026
VANGUARD GROUP INC History Added to 7,880 3,503 0.0% 0.0% 132 +970 14.04% Q4 2025 Jan 29, 2026
PHILADELPHIA TRUST CO History No change 7,842 3,486 0.24% 0.24% 133 0 0.0% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Added to 7,489 3,329 0.06% 0.06% 134 +14 0.19% Q4 2025 Jan 22, 2026
Diversified Portfolios, Inc. History Reduced 7,352 3,268 0.27% 0.3% 135 -446 -5.72% Q4 2025 Feb 09, 2026
COMMONS CAPITAL, LLC History New 7,239 3,218 2.16% — 136 +7,239 New Q4 2025 Jan 05, 2026
Gladstone Institutional Advisory LLC History Reduced 7,103 3,158 0.12% 0.12% 137 -92 -1.28% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 7,101 3,157 0.11% 0.11% 138 +128 1.84% Q4 2025 Jan 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 6,868 3,053 0.02% 0.02% 139 -198 -2.8% Q4 2025 Feb 12, 2026
Virtue Capital Management, LLC History Reduced 6,824 3,035 0.47% 0.99% 140 -32,867 -82.81% Q4 2025 Feb 18, 2026
Cadence Bank History Added to 6,749 3,000 0.18% 0.15% 141 +1,169 20.95% Q4 2025 Jan 30, 2026
D.A. DAVIDSON & CO. History No change 6,734 2,993 0.02% 0.02% 142 0 0.0% Q4 2025 Jan 29, 2026
Garde Capital, Inc. History Reduced 6,677 2,968 0.18% 0.15% 143 -447 -6.27% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 6,352 2,824 0.0% 0.01% 144 -553 -8.01% Q4 2025 Feb 18, 2026
TOMPKINS FINANCIAL CORP History Reduced 6,300 2,800 0.22% 0.23% 145 -68 -1.07% Q4 2025 Jan 08, 2026
Concurrent Investment Advisors, LLC History Added to 6,156 2,736 0.03% 0.03% 146 +2,075 50.85% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Reduced 6,095 2,709 0.02% 0.02% 147 -33 -0.54% Q4 2025 Feb 03, 2026
Prospera Financial Services Inc History Reduced 6,033 2,683 0.04% 0.04% 148 -8 -0.13% Q4 2025 Feb 09, 2026
Sherman Wealth Management LLC History New 5,974 2,656 2.31% — 149 +5,974 New Q4 2025 Jan 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,938 2,639 0.01% 0.01% 150 +227 3.97% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History New 5,814 2,584 0.03% — 151 +5,814 New Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Added to 5,766 2,563 0.0% 5.58% 152 +3,005 108.84% Q4 2025 Feb 17, 2026
Diversify Advisory Services, LLC History Added to 5,735 2,562 0.08% 0.09% 153 +117 2.08% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Reduced 5,701 2,534 0.0% 0.0% 154 -44 -0.77% Q4 2025 Feb 13, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 5,586 2,483 0.16% 0.17% 155 -285 -4.85% Q4 2025 Jan 20, 2026
Ayalon Insurance Comp Ltd. History No change 5,531 2,459 0.6% 0.61% 156 0 0.0% Q4 2025 Jan 12, 2026
Orion Porfolio Solutions, LLC History Reduced 5,370 2,387 0.02% 0.02% 157 -25 -0.46% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History No change 5,243 2,331 0.04% 0.05% 158 0 0.0% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 5,210 2,316 0.0% 0.01% 159 -554 -9.61% Q4 2025 Feb 17, 2026
Windward Private Wealth Management Inc. History Reduced 5,199 2,311 0.8% 0.88% 161 -659 -11.25% Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 5,198 2,311 0.03% 0.03% 160 -141 -2.64% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History No change 5,034 2,259 0.02% 0.03% 162 0 0.0% Q4 2025 Jan 26, 2026
Cove Private Wealth, LLC History Added to 5,070 2,254 0.67% 0.67% 163 +230 4.75% Q4 2025 Jan 23, 2026
Sierra Capital LLC History Added to 5,048 2,244 0.24% 0.24% 164 +24 0.48% Q4 2025 Feb 18, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 5,046 2,243 0.64% 0.67% 165 +28 0.56% Q4 2025 Feb 11, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 4,904 2,180 0.79% 0.38% 166 +2,717 124.23% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Added to 4,881 2,170 0.08% 0.07% 167 +1,043 27.18% Q4 2025 Feb 06, 2026
Sound View Wealth Advisors Group, LLC History Added to 4,825 2,145 0.14% 0.14% 168 +229 4.98% Q4 2025 Jan 08, 2026
Significant Wealth Partners LLC History Added to 4,764 2,117 2.36% 0.86% 169 +714 17.63% Q4 2025 Jan 07, 2026
Farther Finance Advisors, LLC History Added to 4,652 2,068 0.02% 0.03% 170 +318 7.34% Q4 2025 Jan 23, 2026
Retirement Planning Group, LLC History Added to 4,612 2,050 0.07% 0.07% 171 +178 4.01% Q4 2025 Feb 03, 2026
GEN Financial Management, INC. History Reduced 4,576 2,034 1.28% 1.73% 172 -37 -0.8% Q4 2025 Jan 15, 2026
Essex Bank History Reduced 4,548 2,021 0.44% 0.45% 173 -22 -0.48% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Added to 4,517 2,008 0.01% 0.01% 174 +256 6.01% Q4 2025 Jan 26, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,493 1,997 0.0% 0.0% 175 +580 14.82% Q4 2025 Feb 06, 2026
CITIGROUP INC History Reduced 4,467 1,985 0.0% 0.0% 176 -202 -4.33% Q4 2025 Feb 13, 2026
Bawa N Mallick Trust History Added to 4,424 1,966 0.73% 0.73% 177 +2 0.05% Q4 2025 Mar 12, 2026
Turtle Creek Wealth Advisors, LLC History Added to 4,093 1,819 0.14% 0.12% 178 +1,073 35.53% Q4 2025 Jan 28, 2026
SIMON QUICK ADVISORS, LLC History No change 4,084 1,815 0.08% 0.08% 179 0 0.0% Q4 2025 Jan 29, 2026
BALANCED WEALTH GROUP LLC History Reduced 4,111 1,797 0.66% 0.71% 180 -14 -0.34% Q4 2025 Jan 13, 2026
Austin Wealth Management, LLC History Reduced 4,019 1,793 0.26% 0.27% 181 -9 -0.22% Q4 2025 Jan 26, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 4,023 1,788 0.52% 0.53% 182 +1 0.02% Q4 2025 Jan 08, 2026
Simplicity Wealth,LLC History Reduced 3,971 1,765 0.11% 0.17% 183 -2,670 -40.2% Q4 2025 Jan 30, 2026
ENTREWEALTH, LLC History Reduced 4,019 1,756 0.79% 0.9% 184 -9 -0.22% Q4 2025 Feb 13, 2026
Axis Wealth Partners, LLC History Reduced 3,936 1,750 0.97% 1.01% 186 -19 -0.48% Q4 2025 Jan 30, 2026
RWA WEALTH PARTNERS, LLC History No change 3,938 1,750 0.02% 0.02% 185 0 0.0% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 3,914 1,740 0.08% 0.09% 187 +472 13.71% Q4 2025 Jan 28, 2026
World Investment Advisors History Added to 3,899 1,733 0.03% 0.01% 188 +3,246 497.09% Q4 2025 Mar 12, 2026
MAI Capital Management History Reduced 3,893 1,730 0.01% 0.01% 189 -18 -0.46% Q4 2025 Feb 13, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 3,836 1,705 0.54% 0.54% 190 -1,335 -25.82% Q4 2025 Feb 02, 2026
PINNACLE ASSOCIATES LTD History Added to 3,832 1,703 0.02% 0.02% 191 +5 0.13% Q4 2025 Feb 05, 2026
High Note Wealth, LLC History No change 3,785 1,682 0.33% 0.33% 192 0 0.0% Q4 2025 Feb 05, 2026
Safe Harbor Family Capital, LLC History New 3,699 1,644 1.44% — 193 +3,699 New Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Added to 3,614 1,606 0.02% 0.02% 194 +191 5.58% Q4 2025 Feb 17, 2026
HFG Advisors, Inc. History No change 3,587 1,594 1.16% 1.15% 195 0 0.0% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 3,515 1,562 0.0% 0.0% 196 +422 13.64% Q4 2025 Feb 17, 2026
KWB Wealth History Reduced 3,503 1,557 0.15% 0.15% 197 -22 -0.62% Q4 2025 Jan 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,459 1,537 0.01% 0.01% 198 +35 1.02% Q4 2025 Feb 06, 2026
Grantvest Financial Group LLC History Added to 3,434 1,526 0.98% 0.97% 199 +210 6.51% Q4 2025 Feb 02, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 3,432 1,525 0.72% 0.74% 200 -20 -0.58% Q4 2025 Feb 06, 2026
Modera Wealth Management, LLC History Added to 3,421 1,521 0.02% 0.02% 201 +212 6.61% Q4 2025 Jan 21, 2026
CENTAURUS FINANCIAL, INC. History Reduced 3,384 1,505 0.07% 0.08% 202 -380 -10.1% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 3,281 1,458 0.03% 0.03% 203 -22 -0.67% Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History No change 3,262 1,450 0.43% 0.42% 204 0 0.0% Q4 2025 Jan 22, 2026
Americana Partners, LLC History No change 3,251 1,445 0.04% 0.04% 205 0 0.0% Q4 2025 Feb 06, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 3,150 1,400 0.1% 0.1% 206 0 0.0% Q4 2025 Feb 02, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 3,100 1,378 0.63% 0.64% 207 0 0.0% Q4 2025 Jan 26, 2026
One Capital Management, LLC History Reduced 3,085 1,371 0.04% 0.04% 208 -31 -0.99% Q4 2025 Feb 10, 2026
Compass Financial Group, INC/SD History No change 3,079 1,368 0.2% 0.2% 209 0 0.0% Q4 2025 Jan 27, 2026
Summit Asset Management, LLC History No change 3,029 1,346 0.19% 0.2% 210 0 0.0% Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History No change 3,028 1,346 0.08% 0.08% 211 0 0.0% Q4 2025 Jan 14, 2026
Penobscot Investment Management Company, Inc. History Reduced 2,990 1,329 0.1% 0.1% 212 -127 -4.07% Q4 2025 Jan 27, 2026
Steward Partners Investment Advisory, LLC History Reduced 2,948 1,310 0.01% 0.02% 213 -6,886 -70.02% Q4 2025 Feb 12, 2026
Triton Wealth Management, PLLC History Added to 2,946 1,294 0.49% 0.42% 214 +484 19.66% Q4 2025 Feb 05, 2026
MSH Capital Advisors LLC History New 2,910 1,293 0.28% — 215 +2,910 New Q4 2025 Feb 09, 2026
Armor Investment Advisors, LLC History Reduced 2,907 1,292 0.48% 1.73% 216 -9,630 -76.81% Q4 2025 Feb 05, 2026
Investment Insight Wealth Management, LLC History New 2,906 1,291 1.27% — 217 +2,906 New Q4 2025 Feb 24, 2026
Compound Planning, Inc. History Added to 2,902 1,290 0.04% 0.04% 218 +167 6.11% Q4 2025 Feb 19, 2026
Cornerstone Wealth Management, LLC History No change 2,901 1,289 0.07% 0.07% 219 0 0.0% Q4 2025 Feb 05, 2026
NICOLET BANKSHARES INC History No change 2,841 1,263 0.2% 0.2% 220 0 0.0% Q4 2025 Feb 09, 2026
Financial Engines Advisors L.L.C. History Reduced 2,808 1,248 0.0% 0.0% 221 -381 -11.95% Q4 2025 Feb 12, 2026
Investment Advisory Group, LLC History Reduced 2,793 1,241 0.32% 0.33% 222 -5 -0.18% Q4 2025 Jan 23, 2026
Apollon Financial, LLC History Reduced 2,779 1,235 0.18% 0.2% 223 -2 -0.07% Q4 2025 Jan 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 2,761 1,227 0.02% 0.02% 224 +312 12.74% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Added to 2,748 1,221 0.03% 0.03% 225 +100 3.78% Q4 2025 Feb 03, 2026
Ameritas Advisory Services, LLC History Added to 2,746 1,220 0.05% 0.06% 227 +559 25.56% Q4 2025 Feb 04, 2026
PRIVATE TRUST CO NA History Reduced 2,746 1,220 0.11% 0.11% 226 -40 -1.44% Q4 2025 Jan 26, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 2,737 1,216 0.33% 0.41% 228 -309 -10.14% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 2,706 1,203 0.0% — 229 +2,706 New Q4 2025 Feb 05, 2026
Gutierrez Wealth Advisory, LLC History Added to 2,697 1,199 0.75% 0.75% 230 +3 0.11% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History New 2,687 1,194 0.02% — 231 +2,687 New Q4 2025 Feb 05, 2026
Hiley Hunt Wealth Management History Reduced 2,663 1,183 0.53% 0.56% 232 -74 -2.7% Q4 2025 Jan 06, 2026
Pathstone Holdings, LLC History New 2,627 1,167 0.0% — 233 +2,627 New Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 2,585 1,149 0.04% 0.05% 234 -720 -21.79% Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 2,553 1,134 0.01% — 235 +2,553 New Q4 2025 Feb 09, 2026
AmeriServ Wealth Advisors History Reduced 2,541 1,129 0.66% 0.63% 236 -308 -10.81% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,530 1,124 0.0% — 237 +2,530 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 2,488 1,106 0.02% 0.02% 238 +503 25.34% Q4 2025 Feb 06, 2026
Wealthcare Advisory Partners LLC History No change 2,484 1,104 0.02% 0.02% 239 0 0.0% Q4 2025 Jan 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 2,475 1,100 0.06% 0.05% 240 +507 25.76% Q4 2025 Jan 13, 2026
Insight Advisors, LLC/ PA History Reduced 2,467 1,096 0.17% 0.18% 241 -223 -8.29% Q4 2025 Feb 11, 2026
Vise Technologies, Inc. History Added to 2,405 1,069 0.02% 0.02% 242 +1,091 83.03% Q4 2025 Feb 11, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 2,389 1,061 0.32% 0.33% 243 +4 0.17% Q4 2025 Jan 13, 2026
Bank of New York Mellon Corp History Reduced 2,384 1,059 0.0% 0.0% 244 -300 -11.18% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History Added to 2,272 1,010 0.0% 0.0% 245 +93 4.27% Q4 2025 Feb 13, 2026
CWS Financial Advisors, LLC History Added to 2,270 1,009 0.27% 0.27% 246 +35 1.57% Q4 2025 Feb 06, 2026
Integrated Wealth Concepts LLC History Reduced 2,259 1,004 0.01% 0.01% 247 -1,540 -40.54% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 2,240 996 0.01% — 248 +2,240 New Q4 2025 Feb 18, 2026
SAX WEALTH ADVISORS, LLC History Reduced 2,241 996 0.05% 0.05% 249 -46 -2.01% Q4 2025 Jan 12, 2026
Ignite Planners, LLC History Reduced 2,227 994 0.15% 0.16% 250 -52 -2.28% Q4 2025 Feb 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 2,202 978 0.01% 0.01% 251 +305 16.08% Q4 2025 Jan 29, 2026
Bank of New Hampshire History New 2,193 974 0.22% — 252 +2,193 New Q4 2025 Mar 16, 2026
Elite Financial, Inc. History No change 2,185 971 0.44% 0.45% 253 0 0.0% Q4 2025 Feb 12, 2026
PFG Advisors History Reduced 2,170 964 0.05% 0.04% 254 -185 -7.86% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 2,090 929 0.02% 0.01% 255 +798 61.76% Q4 2025 Feb 09, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 2,037 912 0.06% 0.13% 256 -1,912 -48.42% Q4 2025 Jan 15, 2026
Carnegie Investment Counsel History Added to 2,051 911 0.02% 0.02% 257 +12 0.59% Q4 2025 Jan 23, 2026
MCGUIRE CAPITAL ADVISORS INC History New 2,042 907 0.58% — 258 +2,042 New Q4 2025 Feb 19, 2026
Focus Partners Advisor Solutions, LLC History Added to 2,037 906 0.01% 0.0% 259 +1,339 191.83% Q4 2025 Feb 11, 2026
Empower Advisory Group, LLC History Added to 2,036 905 0.0% 0.0% 260 +782 62.36% Q4 2025 Feb 12, 2026
Lansing Street Advisors History Added to 2,035 904 0.23% 0.23% 261 +2 0.1% Q4 2025 Jan 26, 2026
United Advisor Group, LLC History Added to 2,018 897 0.11% 0.12% 262 +18 0.9% Q4 2025 Jan 26, 2026
Archer Investment Corp History No change 2,004 891 0.2% 0.2% 263 0 0.0% Q4 2025 Jan 30, 2026
Main Street Financial Solutions, LLC History Added to 1,993 886 0.07% 0.05% 264 +30 1.53% Q4 2025 Feb 17, 2026
Laurel Wealth Planning LLC History Reduced 1,985 882 0.49% 0.48% 265 -115 -5.48% Q4 2025 Jan 23, 2026
J. Derek Lewis & Associates Inc. History New 1,977 878 0.21% — 266 +1,977 New Q4 2025 Mar 23, 2026
Coastline Complete Wealth LLC History New 1,967 874 0.55% — 267 +1,967 New Q4 2025 Feb 24, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 1,955 869 0.09% 0.09% 268 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 1,949 866 0.01% — 269 +1,949 New Q4 2025 Feb 18, 2026
Blackston Financial Advisory Group, LLC History Reduced 1,940 862 0.52% 0.53% 270 -111 -5.41% Q4 2025 Feb 06, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 1,921 854 0.01% 0.01% 271 -277 -12.6% Q4 2025 Feb 13, 2026
MidFirst Bank History New 1,907 847 0.07% — 272 +1,907 New Q4 2025 Feb 25, 2026
Gateway Wealth Partners, LLC History Added to 1,870 831 0.09% 0.1% 273 +116 6.61% Q4 2025 Feb 11, 2026
COMMERCE BANK History No change 1,867 830 0.0% 0.0% 274 0 0.0% Q4 2025 Feb 13, 2026
Nicholas Hoffman & Company, LLC. History Reduced 1,856 825 0.02% 0.02% 275 -35 -1.85% Q4 2025 Feb 02, 2026
PFG Investments, LLC History Reduced 1,830 813 0.04% 0.04% 276 -48 -2.56% Q4 2025 Jan 26, 2026
One Day In July LLC History Added to 1,822 810 0.07% 0.07% 277 +20 1.11% Q4 2025 Feb 04, 2026
Activest Wealth Management History Added to 1,800 800 0.15% — 278 +1,799 179900.0% Q4 2025 Jan 30, 2026
Accredited Investors Inc. History Added to 1,789 795 0.04% 0.04% 279 +1 0.06% Q4 2025 Feb 05, 2026
Independent Advisor Alliance History Added to 1,778 790 0.02% 0.02% 280 +8 0.45% Q4 2025 Feb 04, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 1,773 788 0.03% 0.03% 281 -34 -1.88% Q4 2025 Jan 12, 2026
CreativeOne Wealth, LLC History Added to 1,756 780 0.02% 0.01% 282 +474 36.97% Q4 2025 Feb 13, 2026
Hobart Private Capital, LLC History No change 1,717 763 0.15% 0.16% 283 0 0.0% Q4 2025 Jan 27, 2026
Wealthquest Corp History New 1,712 761 0.06% — 284 +1,712 New Q4 2025 Feb 09, 2026
OneAscent Financial Services LLC History New 1,701 756 0.07% — 285 +1,701 New Q4 2025 Feb 11, 2026
Birchcreek Wealth Management, LLC History No change 1,692 752 0.37% 0.38% 286 0 0.0% Q4 2025 Jan 16, 2026
Fortis Capital Advisors, LLC History Reduced 1,673 744 0.11% 0.13% 288 -205 -10.92% Q4 2025 Jan 27, 2026
GREENLEAF TRUST History No change 1,675 744 0.01% 0.01% 287 0 0.0% Q4 2025 Jan 21, 2026
CapWealth Advisors, LLC History No change 1,663 739 0.05% 0.05% 289 0 0.0% Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Reduced 1,646 731 0.02% 0.02% 290 -141 -7.89% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Reduced 1,639 728 0.02% 0.02% 293 -472 -22.36% Q4 2025 Feb 03, 2026
Fisher Asset Management, LLC History Added to 1,639 728 0.0% 0.0% 291 +298 22.22% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History No change 1,639 728 0.01% 0.01% 292 0 0.0% Q4 2025 Feb 02, 2026
Security Financial Services, INC. History Reduced 1,613 717 0.11% 0.11% 294 -14 -0.86% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Added to 1,593 708 0.01% 0.02% 295 +153 10.63% Q4 2025 Feb 13, 2026
Fairscale Capital, LLC History Added to 1,572 698 0.46% 0.46% 296 +47 3.08% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Added to 1,566 696 0.1% 0.09% 297 +207 15.23% Q4 2025 Feb 10, 2026
Sterling Investment Counsel, LLC History No change 1,536 683 0.2% 0.21% 298 0 0.0% Q4 2025 Jan 27, 2026
HOLDERNESS INVESTMENTS CO History Added to 1,533 681 0.14% 0.12% 299 +133 9.5% Q4 2025 Feb 10, 2026
WealthCare Investment Partners, LLC History Added to 1,519 675 0.2% 0.22% 300 +2 0.13% Q4 2025 Jan 06, 2026
Maia Wealth LLC History Reduced 1,545 665 0.11% 0.15% 301 -439 -22.13% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,495 664 0.01% 0.01% 302 +113 8.18% Q4 2025 Jan 23, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,484 659 0.11% 0.12% 303 0 0.0% Q4 2025 Jan 26, 2026
ABLE Financial Group, LLC History Added to 1,480 657 0.13% 0.13% 304 +64 4.52% Q4 2025 Jan 23, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,459 648 0.0% 0.0% 305 -39 -2.6% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Added to 1,442 641 0.03% 0.03% 307 +164 12.83% Q4 2025 Feb 06, 2026
Fort Sheridan Advisors LLC History Added to 1,444 641 0.08% 0.08% 306 +50 3.59% Q4 2025 Feb 10, 2026
GPS Wealth Strategies Group, LLC History Reduced 1,434 637 0.54% 0.1% 308 -826 -36.55% Q4 2025 Feb 06, 2026
Pacific Point Advisors, LLC History No change 1,435 637 0.34% 0.36% 309 0 0.0% Q4 2025 Jan 21, 2026
Arkos Global Advisors History No change 1,427 634 0.08% 0.08% 310 0 0.0% Q4 2025 Feb 13, 2026
Rodgers & Associates, LTD History Reduced 1,424 633 0.06% 0.06% 311 -18 -1.25% Q4 2025 Jan 22, 2026
Tradewinds, LLC. History Added to 1,423 632 0.15% 0.15% 312 +21 1.5% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 1,434 625 0.0% 0.0% 313 -1 -0.07% Q4 2025 Feb 10, 2026
Fifth Third Wealth Advisors LLC History No change 1,406 625 0.02% 0.02% 314 0 0.0% Q4 2025 Jan 15, 2026
Hilton Head Capital Partners, LLC History New 1,376 611 0.36% — 316 +1,376 New Q4 2025 Feb 11, 2026
MWA Asset Management History Reduced 1,376 611 0.34% 0.35% 315 -63 -4.38% Q4 2025 Jan 29, 2026
Soltis Investment Advisors LLC History New 1,366 607 0.04% — 317 +1,366 New Q4 2025 Apr 02, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 1,356 602 0.04% 0.04% 318 0 0.0% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 1,348 599 0.0% 0.0% 319 -9 -0.66% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Added to 1,325 589 0.01% 0.01% 320 +9 0.68% Q4 2025 Jan 20, 2026
Venturi Wealth Management, LLC History Reduced 1,324 588 0.03% 0.03% 321 -162 -10.9% Q4 2025 Jan 22, 2026
James J. Burns & Company, LLC History Added to 1,322 587 0.08% 0.09% 322 +1 0.08% Q4 2025 Jan 23, 2026
Southland Equity Partners LLC History Added to 1,319 586 0.12% 0.11% 323 +81 6.54% Q4 2025 Jan 14, 2026
MATHER GROUP, LLC. History Added to 1,308 581 0.01% 0.01% 324 +145 12.47% Q4 2025 Jan 13, 2026
CARDIFF PARK ADVISORS, LLC History Added to 1,303 579 0.05% 0.02% 325 +596 84.3% Q4 2025 Feb 17, 2026
London & Capital Asset Management Ltd History New 1,295 575 0.01% — 326 +1,295 New Q4 2025 Feb 17, 2026
Guidance Point Advisors, LLC History Added to 1,289 573 0.13% 0.13% 327 +87 7.24% Q4 2025 Feb 11, 2026
Saxony Capital Management, LLC History Added to 1,287 572 0.35% 0.29% 328 +258 25.07% Q4 2025 Jan 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 1,272 565 0.02% 0.02% 329 +1 0.08% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 1,268 563 0.01% 0.01% 330 +76 6.38% Q4 2025 Feb 11, 2026
Black Diamond Financial, LLC History No change 1,263 561 0.06% 0.06% 331 0 0.0% Q4 2025 Feb 03, 2026
Invesco Ltd. History No change 1,258 559 0.0% 0.0% 332 0 0.0% Q4 2025 Feb 19, 2026
FIFTH THIRD BANCORP History Reduced 1,252 556 0.0% 0.0% 333 -10 -0.79% Q4 2025 Feb 02, 2026
Gemmer Asset Management LLC History Added to 1,240 551 0.04% 0.04% 334 +29 2.39% Q4 2025 Jan 23, 2026
Advisors Capital Management, LLC History Added to 1,239 550 0.01% 0.01% 335 +50 4.21% Q4 2025 Jan 29, 2026
Clark Capital Management Group, Inc. History New 1,206 536 0.0% — 336 +1,206 New Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Reduced 1,203 534 0.01% 0.01% 337 -185 -13.33% Q4 2025 Feb 06, 2026
BOK Financial Private Wealth, Inc. History Reduced 1,200 533 0.03% 0.03% 338 -71 -5.59% Q4 2025 Feb 06, 2026
ASPIRIANT, LLC History Added to 1,198 532 0.02% 0.01% 339 +93 8.42% Q4 2025 Jan 20, 2026
CDKV HOLDINGS LLC History New 1,195 531 0.44% — 341 +1,195 New Q4 2025 Feb 17, 2026
IFG Advisors, LLC History No change 1,195 531 0.09% 0.08% 340 0 0.0% Q4 2025 Jan 13, 2026
Clean Yield Group History Added to 1,192 529 0.15% 0.03% 343 +985 475.85% Q4 2025 Jan 26, 2026
ASSETMARK, INC History Added to 1,190 529 0.0% 0.0% 342 +411 52.76% Q4 2025 Jan 23, 2026
Bluesphere Advisors LLC History Reduced 1,184 526 0.23% 0.29% 344 -294 -19.89% Q4 2025 Jan 21, 2026
FRANKLIN RESOURCES INC History No change 1,169 519 0.0% 0.0% 345 0 0.0% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 1,153 512 0.0% — 346 +1,153 New Q4 2025 Feb 17, 2026
Aspire Growth Partners LLC History Reduced 1,149 510 0.36% 0.38% 347 -50 -4.17% Q4 2025 Feb 05, 2026
WATERS PARKERSON & CO., LLC History New 1,141 507 0.02% — 348 +1,141 New Q4 2025 Feb 12, 2026
Ring Mountain Capital, LLC History No change 1,124 502 0.26% 0.27% 349 0 0.0% Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,126 500 0.0% 0.0% 350 +400 55.1% Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History No change 1,119 497 0.01% 0.01% 351 0 0.0% Q4 2025 Feb 05, 2026
Haverford Trust Co History New 1,110 493 0.0% — 352 +1,110 New Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History Reduced 1,107 492 0.06% 0.09% 353 -502 -31.2% Q4 2025 Jan 22, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,106 491 0.03% 0.03% 354 0 0.0% Q4 2025 Feb 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History New 1,103 490 0.01% — 355 +1,103 New Q4 2025 Jan 13, 2026
626 Financial, LLC History Reduced 1,097 487 0.21% 0.21% 356 -9 -0.81% Q4 2025 Feb 05, 2026
Fragasso Financial Advisors Inc History Added to 1,091 485 0.03% 0.03% 357 +1 0.09% Q4 2025 Jan 07, 2026
REGIONS FINANCIAL CORP History Added to 1,080 480 0.0% 0.0% 358 +18 1.69% Q4 2025 Jan 27, 2026
Triad Wealth Partners, LLC History New 1,077 478 0.05% — 359 +1,077 New Q4 2025 Jan 22, 2026
Koshinski Asset Management, Inc. History Added to 1,066 473 0.03% 0.03% 360 +1 0.09% Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History Added to 1,062 472 0.02% 0.02% 361 +249 30.63% Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Added to 1,060 471 0.01% 0.01% 364 +427 67.46% Q4 2025 Feb 17, 2026
COWA, LLC History Added to 1,068 471 0.14% 0.14% 363 +87 8.87% Q4 2025 Feb 12, 2026
Western Wealth Management, LLC History Reduced 1,060 471 0.02% 0.03% 362 -49 -4.42% Q4 2025 Feb 05, 2026
Manhattan West Asset Management, LLC History Reduced 1,061 471 0.1% 0.1% 365 -12 -1.12% Q4 2025 Feb 02, 2026
Vigil Wealth Management, LLC History New 1,055 469 0.39% — 368 +1,055 New Q4 2025 Feb 10, 2026
W ADVISORS, LLC History Added to 1,057 469 0.24% 0.24% 367 +30 2.92% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 1,057 469 0.01% 0.01% 366 0 0.0% Q4 2025 Jan 27, 2026
OLD NATIONAL BANCORP /IN/ History No change 1,049 466 0.01% 0.01% 369 0 0.0% Q4 2025 Jan 28, 2026
Smith Salley Wealth Management History No change 1,050 466 0.02% 0.02% 370 0 0.0% Q4 2025 Jan 27, 2026
DB Fitzpatrick & Co, Inc History Added to 1,048 465 0.41% 0.31% 372 +257 32.49% Q4 2025 Jan 15, 2026
Walker Asset Management, LLC History Added to 1,047 465 0.25% 0.24% 373 +57 5.76% Q4 2025 Jan 16, 2026
Bragg Financial Advisors, Inc History No change 1,048 465 0.02% 0.02% 371 0 0.0% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 1,045 464 0.0% 0.0% 374 +60 6.09% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 1,045 464 0.0% 0.0% 375 +43 4.29% Q4 2025 Feb 17, 2026
Squire Investment Management Company, LLC History Reduced 1,040 462 0.14% 0.17% 376 -136 -11.56% Q4 2025 Jan 22, 2026
StoneX Group Inc. History Reduced 1,024 455 0.02% 0.02% 377 -113 -9.94% Q4 2025 Feb 12, 2026
Pasadena Private Wealth, LLC History No change 1,025 455 0.06% 0.06% 378 0 0.0% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,021 453 0.01% 0.01% 379 -102 -9.08% Q4 2025 Feb 09, 2026
Legacy Edge Advisors, LLC History New 1,019 452 0.05% — 380 +1,019 New Q4 2025 Feb 02, 2026
CIBC Private Wealth Group LLC History Added to 1,008 448 0.0% 0.0% 381 +415 69.98% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Added to 1,006 447 0.0% 0.0% 382 +213 26.86% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 986 438 0.01% 0.01% 383 -1 -0.1% Q4 2025 Feb 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 982 436 0.0% 0.0% 384 +53 5.71% Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History No change 975 436 0.01% 0.01% 385 0 0.0% Q4 2025 Feb 05, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 965 435 0.03% 0.03% 386 +45 4.89% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History New 976 433 0.01% — 387 +976 New Q4 2025 Feb 09, 2026
Swisher Financial Concepts, Inc. History New 974 433 0.25% — 388 +974 New Q4 2025 Feb 10, 2026
Burton Enright Welch History No change 966 429 0.06% 0.06% 389 0 0.0% Q4 2025 Feb 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 950 422 0.09% 0.1% 390 0 0.0% Q4 2025 Jan 12, 2026
Mill Creek Capital Advisors, LLC History No change 949 421 0.01% 0.01% 391 0 0.0% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 945 420 0.0% 0.0% 392 +72 8.25% Q4 2025 Feb 17, 2026
Net Worth Advisory Group History Reduced 929 413 0.08% 0.16% 393 -337 -26.62% Q4 2025 Jan 14, 2026
Regal Investment Advisors LLC History Reduced 928 412 0.02% 0.03% 394 -2 -0.22% Q4 2025 Feb 17, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 925 411 0.04% 0.04% 395 +2 0.22% Q4 2025 Jan 30, 2026
Westwind Capital History New 918 408 0.08% — 396 +918 New Q4 2025 Jan 09, 2026
Arete Wealth Advisors, LLC History Reduced 916 407 0.02% 0.03% 397 -218 -19.22% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 912 405 0.01% 0.01% 398 +64 7.55% Q4 2025 Jan 28, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 907 403 0.03% 0.03% 399 +26 2.95% Q4 2025 Feb 11, 2026
GW HENSSLER & ASSOCIATES LTD History No change 900 400 0.02% 0.02% 400 0 0.0% Q4 2025 Feb 10, 2026
Indivisible Partners History New 900 399 0.04% — 401 +900 New Q4 2025 Feb 03, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 894 397 0.12% 0.11% 403 +22 2.52% Q4 2025 Feb 05, 2026
Vident Advisory, LLC History Reduced 895 397 0.0% 0.0% 402 -6 -0.67% Q4 2025 Feb 18, 2026
Cape Investment Advisory, Inc. History Added to 893 396 0.12% 0.06% 404 +752 533.33% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Added to 889 395 0.01% 0.01% 405 +129 16.97% Q4 2025 Feb 06, 2026
Quotient Wealth Partners, LLC History Reduced 887 394 0.01% 0.01% 406 -97 -9.86% Q4 2025 Jan 22, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 872 387 0.01% 0.01% 407 +20 2.35% Q4 2025 Feb 06, 2026
Naviter Wealth, LLC History Reduced 853 379 0.05% 0.06% 408 -242 -22.1% Q4 2025 Jan 21, 2026
HB Wealth Management, LLC History Added to 853 379 0.0% 0.0% 409 +226 36.04% Q4 2025 Jan 28, 2026
BlackRock, Inc. History Added to 848 377 0.0% 0.0% 410 +515 154.65% Q4 2025 Feb 12, 2026
NRI Wealth Management LC History Reduced 848 377 0.19% 0.2% 411 -7 -0.82% Q4 2025 Jan 22, 2026
BOKF, NA History Added to 847 376 0.01% 0.0% 412 +100 13.39% Q4 2025 Feb 03, 2026
Roberts Wealth Advisors, LLC History Reduced 847 376 0.1% 0.1% 413 -58 -6.41% Q4 2025 Jan 13, 2026
Apeiron RIA LLC History Added to 836 374 0.08% 0.08% 415 +18 2.2% Q4 2025 Feb 03, 2026
INSIGHT 2811, INC. History Added to 843 374 0.16% 0.16% 414 +5 0.6% Q4 2025 Feb 03, 2026
SIMPLEX TRADING, LLC History New 822 365 0.0% — 416 +822 New Q4 2025 Feb 11, 2026
Silicon Valley Capital Partners History Added to 814 361 0.03% 0.03% 417 +1 0.12% Q4 2025 Feb 13, 2026
Valued Retirements, Inc. History No change 811 360 0.35% 0.36% 418 0 0.0% Q4 2025 Feb 09, 2026
WealthBridge Capital Management, LLC History Reduced 806 358 0.08% 0.08% 419 -6 -0.74% Q4 2025 Jan 21, 2026
Northeast Financial Group, Inc. History Reduced 798 355 0.08% 0.09% 421 -19 -2.33% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History No change 800 355 0.0% 0.0% 420 0 0.0% Q4 2025 Mar 20, 2026
McAdam, LLC History Reduced 797 354 0.02% 0.02% 423 -114 -12.51% Q4 2025 Feb 13, 2026
Calamos Advisors LLC History Reduced 798 354 0.0% 0.0% 422 -75 -8.59% Q4 2025 Jan 29, 2026
SageView Advisory Group, LLC History Reduced 795 353 0.01% 0.01% 424 -56 -6.58% Q4 2025 Feb 17, 2026
Terra Nova Asset Management LLC History Added to 790 351 0.23% 0.16% 425 +200 33.9% Q4 2025 Jan 14, 2026
Maridea Wealth Management LLC History Reduced 791 351 0.05% 0.06% 426 -56 -6.61% Q4 2025 Jan 08, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 782 347 0.14% 0.09% 427 +47 6.39% Q4 2025 Feb 11, 2026
Dakota Wealth Management History New 780 346 0.01% — 428 +780 New Q4 2025 Jan 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 763 339 0.03% 0.03% 429 0 0.0% Q4 2025 Jan 30, 2026
Jaffetilchin Investment Partners, LLC History Reduced 762 338 0.02% 0.02% 430 -63 -7.64% Q4 2025 Jan 15, 2026
Florida Trust Wealth Management Co History Reduced 757 336 0.01% 0.01% 432 -25 -3.2% Q4 2025 Jan 20, 2026
Reynders McVeigh Capital Management, LLC History No change 756 336 0.02% 0.02% 431 0 0.0% Q4 2025 Feb 02, 2026
Focus Financial Network, Inc. History Added to 753 334 0.01% 0.01% 433 +290 62.63% Q4 2025 Jan 12, 2026
NewEdge Wealth, LLC History Added to 750 333 0.0% 0.0% 434 +198 35.87% Q4 2025 Feb 03, 2026
COOPER/HAIMS ADVISORS, LLC History Reduced 748 332 0.15% 0.15% 435 -14 -1.84% Q4 2025 Feb 11, 2026
National Wealth Management Group, LLC History New 745 331 0.11% — 437 +745 New Q4 2025 Jan 12, 2026
New England Private Wealth Advisors LLC History Reduced 745 331 0.04% 0.05% 436 -136 -15.44% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 741 329 0.01% 0.01% 438 +7 0.95% Q4 2025 Jan 29, 2026
Revisor Wealth Management LLC History No change 738 327 0.09% 0.11% 439 0 0.0% Q4 2025 Jan 27, 2026
Richwood Investment Advisors, LLC History No change 746 326 0.23% 0.25% 440 0 0.0% Q4 2025 Feb 12, 2026
AMERIFLEX GROUP, INC. History Reduced 732 325 0.17% 0.22% 441 -631 -46.29% Q4 2025 Feb 18, 2026
ForthRight Wealth Management, LLC History Reduced 727 323 0.09% 0.1% 443 -55 -7.03% Q4 2025 Jan 13, 2026
Roundview Capital LLC History No change 728 323 0.02% 0.02% 442 0 0.0% Q4 2025 Feb 09, 2026
Wealthspire Retirement, LLC History Added to 725 322 0.02% 0.02% 444 +1 0.14% Q4 2025 Feb 18, 2026
Chancellor Financial Group WB LP History No change 725 322 0.22% 0.22% 445 0 0.0% Q4 2025 Feb 05, 2026
Evergreen Wealth Partners LLC History New 720 320 0.27% — 447 +720 New Q4 2025 Feb 05, 2026
Evelyn Partners Asset Management Ltd History No change 720 320 0.08% 0.07% 446 0 0.0% Q4 2025 Feb 13, 2026
Cloud Capital Management, LLC History Reduced 709 315 0.15% 0.2% 448 -177 -19.98% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History No change 707 314 0.0% 0.0% 449 0 0.0% Q4 2025 Feb 09, 2026
FLAGSTAR ADVISORS INC History No change 708 314 0.11% 0.09% 450 0 0.0% Q4 2025 Jan 13, 2026
Clear Harbor Asset Management, LLC History New 700 311 0.02% — 451 +700 New Q4 2025 Feb 10, 2026
Vigilare Wealth Management History New 699 310 0.1% — 453 +699 New Q4 2025 Jan 07, 2026
WILLNER & HELLER, LLC History Added to 699 310 0.22% 0.23% 454 +1 0.14% Q4 2025 Jan 12, 2026
Chicago Partners Investment Group LLC History No change 698 310 0.01% 0.01% 452 0 0.0% Q4 2025 Jan 28, 2026
Pacific Center for Financial Services History No change 708 308 0.08% 0.08% 455 0 0.0% Q4 2025 Feb 17, 2026
TruWealth Advisors, LLC History No change 690 306 0.01% 0.02% 456 0 0.0% Q4 2025 Jan 07, 2026
Physician Wealth Advisors, Inc. History New 687 305 0.04% — 457 +687 New Q4 2025 Jan 29, 2026
Aegis Wealth Management, Inc. History New 685 304 0.24% — 460 +685 New Q4 2025 Feb 05, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 685 304 0.03% 0.03% 458 0 0.0% Q4 2025 Feb 06, 2026
Perfromance Wealth Partners, LLC History No change 686 304 0.01% 0.01% 459 0 0.0% Q4 2025 Jan 21, 2026
My Personal CFO, LLC History New 674 299 0.12% — 461 +674 New Q4 2025 Jan 15, 2026
Sepio Capital, LP History Reduced 672 298 0.02% 0.02% 463 -116 -14.72% Q4 2025 Feb 12, 2026
First Heartland Consultants, Inc. History No change 671 298 0.02% 0.02% 462 0 0.0% Q4 2025 Jan 09, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 672 298 0.04% 0.04% 464 0 0.0% Q4 2025 Feb 10, 2026
Pacific Asset Management, LLC History Added to 667 296 0.18% 0.2% 465 +1 0.15% Q4 2025 Jan 28, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 665 295 0.07% 0.07% 466 0 0.0% Q4 2025 Feb 17, 2026
Smith & Howard Wealth Management, LLC History New 663 294 0.07% — 467 +663 New Q4 2025 Feb 03, 2026
LifeGoal Investments, LLC History Reduced 659 293 0.2% 0.25% 469 -28 -4.08% Q4 2025 Jan 15, 2026
Members Trust Co History No change 661 293 0.01% 0.01% 468 0 0.0% Q4 2025 Jan 15, 2026
Capital Analysts, LLC History Added to 654 291 0.01% 0.0% 470 +539 468.7% Q4 2025 Feb 11, 2026
Carmel Capital Partners, LLC History New 651 289 0.1% — 471 +651 New Q4 2025 Jan 29, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 649 288 0.02% 0.02% 472 -27 -3.99% Q4 2025 Feb 10, 2026
waypoint wealth counsel History Reduced 644 286 0.1% 0.11% 473 -9 -1.38% Q4 2025 Jan 28, 2026
New Perspectives, Inc History New 640 284 0.1% — 474 +640 New Q4 2025 Jan 28, 2026
SteelPeak Wealth, LLC History New 638 283 0.01% — 475 +638 New Q4 2025 Jan 20, 2026
ZACKS INVESTMENT MANAGEMENT History New 635 282 0.0% — 476 +635 New Q4 2025 Feb 17, 2026
SevenBridge Financial Group, LLC History No change 629 282 0.05% 0.05% 477 0 0.0% Q4 2025 Feb 02, 2026
Clarity Wealth Advisors, LLC History Reduced 632 281 0.06% 0.06% 478 -34 -5.11% Q4 2025 Jan 23, 2026
Financial Alternatives, Inc History Added to 622 276 0.16% 0.16% 479 +2 0.32% Q4 2025 Feb 04, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 617 274 0.04% 0.05% 480 -36 -5.51% Q4 2025 Jan 23, 2026
LongView Wealth Management History No change 608 274 0.07% 0.07% 481 0 0.0% Q4 2025 Jan 13, 2026
Accretive Wealth Partners, LLC History No change 612 272 0.08% 0.08% 482 0 0.0% Q4 2025 Jan 28, 2026
Savvy Advisors, Inc. History Reduced 611 271 0.01% 0.01% 484 -134 -17.99% Q4 2025 Jan 20, 2026
Beaumont Financial Advisors, LLC History No change 611 271 0.02% 0.02% 483 0 0.0% Q4 2025 Jan 16, 2026
Hurlow Wealth Management Group, Inc. History Added to 606 269 0.07% 0.06% 485 +103 20.48% Q4 2025 Feb 17, 2026
Curran Financial Partners, LLC History New 604 268 0.05% — 486 +604 New Q4 2025 Jan 22, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 601 267 0.11% 0.11% 487 -15 -2.44% Q4 2025 Jan 09, 2026
Eddie Patel Inc History New 595 264 0.2% — 489 +595 New Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History No change 595 264 0.06% 0.07% 488 0 0.0% Q4 2025 Jan 29, 2026
Bison Wealth, LLC History New 641 263 0.03% — 490 +641 New Q4 2025 Mar 24, 2026
NWAM LLC History Added to 586 262 0.01% 0.01% 491 +1 0.17% Q4 2025 Feb 04, 2026
Bernardo Wealth Planning LLC History No change 588 261 0.05% 0.05% 492 0 0.0% Q4 2025 Jan 26, 2026
VESTOR CAPITAL, LLC History Reduced 190 260 0.02% 0.02% 493 -395 -67.52% Q4 2025 Feb 11, 2026
Retirement Solution LLC History No change 587 260 0.06% 0.06% 494 0 0.0% Q4 2025 Jan 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 584 259 0.0% 0.01% 496 -503 -46.27% Q4 2025 Jan 16, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 584 259 0.01% 0.01% 495 0 0.0% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History No change 575 257 0.01% 0.02% 497 0 0.0% Q4 2025 Feb 13, 2026
Crumly & Associates Inc. History No change 578 256 0.05% 0.05% 498 0 0.0% Q4 2025 Jan 14, 2026
Shelter Rock Management, LLC History New 574 255 0.26% — 500 +574 New Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Added to 575 255 0.0% 0.0% 499 +35 6.48% Q4 2025 Feb 12, 2026
ARS Wealth Advisors Group, LLC History No change 571 253 0.02% 0.02% 501 0 0.0% Q4 2025 Jan 12, 2026
CHANNEL WEALTH LLC History Reduced 568 252 0.06% 0.07% 502 -1 -0.18% Q4 2025 Feb 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 565 251 0.0% 0.01% 503 -190 -25.17% Q4 2025 Jan 07, 2026
TBH Global Asset Management, LLC History New 564 250 0.04% — 504 +564 New Q4 2025 Jan 29, 2026
Innovative Wealth Building LLC History Reduced 560 249 0.18% 0.26% 505 -198 -26.12% Q4 2025 Feb 17, 2026
Delta Investment Management, LLC History Reduced 560 248 0.04% 0.05% 506 -60 -9.68% Q4 2025 Jan 30, 2026
CENTRAL TRUST Co History No change 551 244 0.0% 0.0% 507 0 0.0% Q4 2025 Feb 02, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 548 243 0.01% 0.01% 508 0 0.0% Q4 2025 Feb 09, 2026
PACIFIC SUN FINANCIAL CORP History No change 545 242 0.12% 0.11% 509 0 0.0% Q4 2025 Feb 05, 2026
PRINCIPAL SECURITIES, INC. History Reduced 544 241 0.0% 0.0% 510 -36 -6.21% Q4 2025 Feb 12, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 542 240 0.13% — 511 +542 New Q4 2025 Feb 23, 2026
U.S. Capital Wealth Advisors, LLC History New 531 236 0.01% — 512 +531 New Q4 2025 Jan 23, 2026
Coquina Private Wealth LLC History New 531 236 0.19% — 513 +531 New Q4 2025 Jan 29, 2026
Ballentine Partners, LLC History New 525 233 0.0% — 514 +525 New Q4 2025 Feb 03, 2026
Concord Wealth Partners History Added to 522 232 0.03% 0.03% 515 +17 3.37% Q4 2025 Jan 29, 2026
Veracity Capital LLC History Reduced 518 230 0.07% 0.08% 516 -30 -5.47% Q4 2025 Jan 29, 2026
CHAPIN DAVIS, INC. History No change 509 226 0.05% 0.05% 517 0 0.0% Q4 2025 Jan 30, 2026
NorthRock Partners, LLC History Added to 507 225 0.0% 0.0% 519 +31 6.51% Q4 2025 Feb 17, 2026
Linscomb Wealth, Inc. History No change 508 225 0.01% 0.01% 518 0 0.0% Q4 2025 Feb 10, 2026
AMG National Trust Bank History No change 505 224 0.01% 0.01% 520 0 0.0% Q4 2025 Jan 30, 2026
Werba Rubin Papier Wealth Management History New 503 223 0.06% — 524 +503 New Q4 2025 Jan 27, 2026
Beacon Capital Management, LLC History New 502 223 0.03% — 523 +502 New Q4 2025 Feb 13, 2026
Valtinson Bruner Financial Planning LLC History Reduced 502 223 0.06% 0.07% 521 -30 -5.64% Q4 2025 Feb 09, 2026
Occidental Asset Management, LLC History Added to 502 223 0.03% 0.03% 522 +1 0.2% Q4 2025 Jan 08, 2026
Cordoba Advisory Partners LLC History New 501 222 0.05% — 528 +501 New Q4 2025 Feb 13, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 501 222 0.01% 0.01% 526 +1 0.2% Q4 2025 Feb 12, 2026
Baker Ellis Asset Management LLC History No change 500 222 0.03% 0.03% 525 0 0.0% Q4 2025 Jan 21, 2026
BHK Investment Advisors, LLC History No change 500 222 0.07% 0.08% 527 0 0.0% Q4 2025 Feb 03, 2026
Atlantic Union Bankshares Corp History Added to 498 221 0.0% 0.0% 529 +3 0.61% Q4 2025 Feb 04, 2026
ALLIANCEBERNSTEIN L.P. History No change 496 220 0.0% 0.0% 530 0 0.0% Q4 2025 Feb 17, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 495 219 0.03% 0.04% 532 -327 -39.78% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Added to 493 219 0.01% 0.01% 531 +33 7.17% Q4 2025 Feb 13, 2026
Foguth Wealth Management, LLC. History New 490 217 0.03% — 533 +490 New Q4 2025 Jan 05, 2026
MCF Advisors LLC History Added to 486 216 0.01% 0.0% 534 +305 168.51% Q4 2025 Feb 11, 2026
Great Point Wealth Advisors, LLC History No change 485 215 0.04% 0.04% 535 0 0.0% Q4 2025 Jan 26, 2026
Octavia Wealth Advisors, LLC History New 483 214 0.02% — 537 +483 New Q4 2025 Jan 23, 2026
JGP Wealth Management, LLC History No change 483 214 0.02% 0.02% 536 0 0.0% Q4 2025 Jan 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 480 213 0.02% 0.02% 538 0 0.0% Q4 2025 Jan 22, 2026
Marshall Financial Group, LLC History New 479 212 0.04% — 539 +479 New Q4 2025 Jan 09, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 475 211 0.14% 0.02% 542 +391 465.48% Q4 2025 Feb 02, 2026
Beacon Financial Advisory LLC History Reduced 475 211 0.05% 0.05% 540 -3 -0.63% Q4 2025 Feb 17, 2026
Lauterbach Financial Advisors, LLC History No change 475 211 0.1% 0.1% 541 0 0.0% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 468 208 0.01% — 543 +468 New Q4 2025 Feb 10, 2026
Mullooly Asset Management, Inc. History No change 466 207 0.08% 0.08% 544 0 0.0% Q4 2025 Feb 06, 2026
Legacy Advisors, LLC History Reduced 464 206 0.02% 0.04% 547 -240 -34.09% Q4 2025 Jan 27, 2026
GHP Investment Advisors, Inc. History Added to 464 206 0.01% 0.0% 546 +189 68.73% Q4 2025 Jan 27, 2026
WBH ADVISORY INC History No change 466 206 0.02% 0.02% 545 0 0.0% Q4 2025 Jan 26, 2026
Summa Corp. History Reduced 461 204 0.09% 0.18% 551 -466 -50.27% Q4 2025 Jan 21, 2026
Truepoint, Inc. History Reduced 459 204 0.0% 0.01% 548 -204 -30.77% Q4 2025 Feb 11, 2026
AlphaCore Capital LLC History Reduced 460 204 0.0% 0.01% 549 -34 -6.88% Q4 2025 Feb 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 460 204 0.03% 0.03% 550 0 0.0% Q4 2025 Jan 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 456 202 0.02% 0.04% 552 -885 -66.0% Q4 2025 Jan 23, 2026
SOA Wealth Advisors, LLC. History No change 454 201 0.03% 0.03% 553 0 0.0% Q4 2025 Jan 20, 2026
Capital Management Associates, Inc History New 452 200 0.04% — 555 +452 New Q4 2025 Jan 21, 2026
GeoWealth Management, LLC History New 451 200 0.01% — 554 +451 New Q4 2025 Feb 17, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 450 200 0.19% — 556 +450 New Q4 2025 Feb 05, 2026
Arax Advisory Partners History Reduced 447 198 0.01% 0.01% 557 -3,701 -89.22% Q4 2025 Feb 13, 2026
Cheviot Value Management, LLC History New 435 197 0.02% — 558 +435 New Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Added to 442 196 0.0% 0.0% 559 +421 2004.76% Q4 2025 Jan 27, 2026
HOERTKORN RICHARD CHARLES History Added to 434 192 0.07% 0.02% 560 +289 199.31% Q4 2025 Jan 27, 2026
SIGNATUREFD, LLC History Added to 421 187 0.0% 0.0% 561 +45 11.97% Q4 2025 Jan 20, 2026
GAMMA Investing LLC History Reduced 420 186 0.01% 0.01% 562 -13 -3.0% Q4 2025 Jan 05, 2026
AdvisorNet Financial, Inc History Reduced 389 172 0.01% 0.01% 563 -13 -3.23% Q4 2025 Jan 20, 2026
HM PAYSON & CO History No change 367 163 0.0% 0.0% 564 0 0.0% Q4 2025 Feb 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 340 151 0.01% 0.01% 565 0 0.0% Q4 2025 Jan 26, 2026
Salomon & Ludwin, LLC History No change 340 151 0.01% 0.01% 566 0 0.0% Q4 2025 Jan 28, 2026
Rialto Wealth Management, LLC History Reduced 335 148 0.04% 0.04% 567 -7 -2.05% Q4 2025 Jan 12, 2026
Fairway Wealth LLC History Reduced 317 140 0.04% 0.04% 568 -10 -3.06% Q4 2025 Jan 28, 2026
Sage Mountain Advisors LLC History Added to 314 139 0.01% 0.0% 569 +248 375.76% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History No change 294 131 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 279 124 0.0% 0.0% 571 +65 30.37% Q4 2025 Jan 22, 2026
Princeton Global Asset Management LLC History No change 263 116 0.02% 0.02% 572 0 0.0% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 249 110 0.01% — 573 +249 New Q4 2025 Jan 21, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 247 109 0.0% 0.0% 574 -138 -35.84% Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History Reduced 232 105 0.02% 0.03% 575 -2,440 -91.32% Q4 2025 Feb 02, 2026
Asset Dedication, LLC History Reduced 228 101 0.01% 0.01% 576 -11 -4.6% Q4 2025 Jan 26, 2026
Ransom Advisory, Ltd History New 227 100 0.04% — 578 +227 New Q4 2025 Jan 06, 2026
Golden State Wealth Management, LLC History No change 225 100 0.01% 0.01% 577 0 0.0% Q4 2025 Feb 13, 2026
1 NORTH WEALTH SERVICES LLC History Added to 221 98 0.03% 0.02% 579 +126 132.63% Q4 2025 Feb 13, 2026
Spire Wealth Management History Added to 222 98 0.0% 0.0% 580 +41 22.65% Q4 2025 Jan 14, 2026
MidAtlantic Capital Management, Inc. History New 210 93 0.06% — 581 +210 New Q4 2025 Feb 10, 2026
Glen Eagle Advisors, LLC History No change 206 91 0.01% 0.01% 582 0 0.0% Q4 2025 Feb 13, 2026
Abound Wealth Management History Reduced 196 87 0.02% 0.05% 584 -297 -60.24% Q4 2025 Jan 12, 2026
Newbridge Financial Services Group, Inc. History Added to 197 87 0.01% 0.01% 583 +24 13.87% Q4 2025 Jan 21, 2026
UNION SAVINGS BANK History New 190 84 0.04% — 585 +190 New Q4 2025 Mar 06, 2026
Tripletail Wealth Management, LLC History Reduced 190 84 0.11% 0.15% 588 -100 -34.48% Q4 2025 Feb 12, 2026
VSM Wealth Advisory, LLC History Reduced 189 84 0.03% 0.03% 587 -25 -11.68% Q4 2025 Feb 06, 2026
Hilltop National Bank History No change 191 84 0.02% 0.02% 586 0 0.0% Q4 2025 Jan 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 181 80 0.01% — 590 +181 New Q4 2025 Feb 03, 2026
Clarity Asset Management, Inc. History Added to 181 80 0.04% 0.04% 589 +1 0.56% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 176 78 0.01% 0.0% 591 +141 402.86% Q4 2025 Jan 21, 2026
New England Capital Financial Advisors LLC History No change 169 75 0.03% 0.03% 592 0 0.0% Q4 2025 Feb 02, 2026
Sound Income Strategies, LLC History Added to 160 71 0.0% 0.0% 593 +109 213.73% Q4 2025 Jan 21, 2026
WFA of San Diego, LLC History Added to 159 70 0.05% 0.04% 594 +19 13.57% Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History No change 149 66 0.01% 0.01% 595 0 0.0% Q4 2025 Feb 26, 2026
Plante Moran Financial Advisors, LLC History Reduced 148 65 0.0% 0.01% 596 -66 -30.84% Q4 2025 Feb 05, 2026
Cherry Tree Wealth Management, LLC History No change 137 60 0.01% 0.01% 597 0 0.0% Q4 2025 Feb 10, 2026
HighMark Wealth Management LLC History Added to 134 59 0.02% 0.02% 598 +23 20.72% Q4 2025 Feb 05, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 133 59 0.02% 0.02% 599 0 0.0% Q4 2025 Jan 09, 2026
Hartford Financial Management Inc. History No change 131 58 0.02% 0.02% 600 0 0.0% Q4 2025 Jan 21, 2026
Bogart Wealth, LLC History Reduced 130 57 0.0% 0.0% 601 -10 -7.14% Q4 2025 Jan 30, 2026
JDM Financial Group LLC History Reduced 128 56 0.02% 0.03% 602 -12 -8.57% Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Added to 122 54 0.0% 0.0% 603 +48 64.86% Q4 2025 Jan 29, 2026
BARRETT & COMPANY, INC. History No change 119 53 0.02% 0.02% 604 0 0.0% Q4 2025 Jan 28, 2026
HHM Wealth Advisors, LLC History New 107 47 0.01% — 605 +107 New Q4 2025 Jan 22, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 102 46 0.0% 0.0% 606 +7 7.37% Q4 2025 Feb 09, 2026
Arlington Trust Co LLC History Reduced 102 45 0.0% 0.01% 607 -41 -28.67% Q4 2025 Jan 30, 2026
SJS Investment Consulting Inc. History New 100 44 0.01% — 609 +100 New Q4 2025 Jan 21, 2026
IFC & Insurance Marketing, Inc. History New 99 44 0.04% — 611 +99 New Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History No change 100 44 0.01% 0.01% 608 0 0.0% Q4 2025 Jan 22, 2026
Provenance Wealth Advisors, LLC History No change 100 44 0.0% 0.01% 610 0 0.0% Q4 2025 Jan 26, 2026
Birchwood Financial Partners, Inc. History New 97 43 0.04% — 612 +97 New Q4 2025 Feb 19, 2026
LOWE BROCKENBROUGH & CO INC History Added to 90 40 0.0% 0.0% 613 +60 200.0% Q4 2025 Feb 11, 2026
Caitlin John, LLC History No change 91 40 0.03% 0.03% 614 0 0.0% Q4 2025 Feb 18, 2026
Harbor Asset Planning, Inc. History New 87 38 0.03% — 616 +87 New Q4 2025 Jan 26, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 86 38 0.0% 0.0% 615 -1 -1.15% Q4 2025 Jan 14, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 84 37 0.0% 0.0% 618 -25 -22.94% Q4 2025 Feb 03, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 85 37 0.01% 0.01% 617 0 0.0% Q4 2025 Jan 27, 2026
Bear Mountain Capital, Inc. History No change 84 37 0.01% 0.01% 619 0 0.0% Q4 2025 Jan 22, 2026
Qube Research & Technologies Ltd History Reduced 80 35 0.0% 0.0% 620 -278 -77.65% Q4 2025 Feb 17, 2026
Strive Financial Group ,LLC History New 78 34 0.02% — 621 +78 New Q4 2025 Feb 18, 2026
Garner Asset Management Corp History New 75 33 0.01% — 622 +75 New Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History No change 73 32 0.0% 0.0% 623 0 0.0% Q4 2025 Feb 20, 2026
QUADRANT CAPITAL GROUP LLC History No change 74 32 0.0% 0.0% 624 0 0.0% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History New 69 30 0.0% — 625 +69 New Q4 2025 Jan 21, 2026
Financial Perspectives, Inc History Reduced 68 30 0.01% 0.01% 626 -5 -6.85% Q4 2025 Jan 28, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 64 28 0.0% 0.0% 627 0 0.0% Q4 2025 Jan 26, 2026
Westside Investment Management, Inc. History No change 62 27 0.0% 0.0% 628 0 0.0% Q4 2025 Jan 23, 2026
Wilmington Savings Fund Society, FSB History Added to 60 26 0.0% 0.0% 629 +10 20.0% Q4 2025 Feb 12, 2026
Colonial Trust Advisors History No change 60 26 0.0% 0.0% 630 0 0.0% Q4 2025 Feb 12, 2026
LOM Asset Management Ltd History No change 60 26 0.01% 0.01% 631 0 0.0% Q4 2025 Jan 23, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 57 25 0.0% 0.0% 632 +32 128.0% Q4 2025 Feb 17, 2026
Signature Resources Capital Management, LLC History No change 55 24 0.01% 0.01% 633 0 0.0% Q4 2025 Jan 21, 2026
Nemes Rush Group LLC History New 51 22 0.0% — 636 +51 New Q4 2025 Feb 11, 2026
TSFG, LLC History Added to 49 22 0.0% 0.0% 635 +2 4.26% Q4 2025 Feb 04, 2026
West Branch Capital LLC History No change 50 22 0.01% 0.01% 634 0 0.0% Q4 2025 Jan 16, 2026
ROTHSCHILD INVESTMENT LLC History Added to 43 19 0.0% 0.0% 637 +5 13.16% Q4 2025 Feb 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 43 19 0.0% 0.0% 638 0 0.0% Q4 2025 Jan 23, 2026
New Millennium Group LLC History Reduced 42 18 0.01% 0.01% 641 -10 -19.23% Q4 2025 Feb 06, 2026
Johnson Financial Group, Inc. History No change 41 18 0.0% 0.0% 639 0 0.0% Q4 2025 Feb 12, 2026
CX Institutional History No change 41 18 0.0% 0.0% 640 0 0.0% Q4 2025 Feb 02, 2026
DUNCKER STREETT & CO INC History No change 40 17 0.0% 0.0% 642 0 0.0% Q4 2025 Jan 27, 2026
Avion Wealth History No change 40 17 0.0% 0.0% 643 0 0.0% Q4 2025 Jan 23, 2026
Litman Gregory Wealth Management LLC History New 38 16 0.0% — 644 +38 New Q4 2025 Feb 12, 2026
Quaker Wealth Management, LLC History No change 36 16 0.01% 0.0% 645 0 0.0% Q4 2025 Jan 28, 2026
Beaird Harris Wealth Management, LLC History No change 37 16 0.0% 0.0% 646 0 0.0% Q4 2025 Feb 23, 2026
Key Capital Management, INC History New 33 14 0.01% — 648 +33 New Q4 2025 Jan 26, 2026
TOTH FINANCIAL ADVISORY CORP History No change 33 14 0.0% 0.0% 647 0 0.0% Q4 2025 Jan 20, 2026
Corsicana & Co. History No change 30 13 0.01% 0.01% 649 0 0.0% Q4 2025 Jan 07, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 27 12 0.0% 0.0% 651 -5 -15.63% Q4 2025 Feb 27, 2026
North Star Investment Management Corp. History No change 27 12 0.0% 0.0% 650 0 0.0% Q4 2025 Jan 30, 2026
Kingdom Financial Group LLC. History New 25 11 0.0% — 653 +25 New Q4 2025 Feb 06, 2026
Godfrey Financial Associates, Inc. History New 25 11 0.01% — 654 +25 New Q4 2025 Feb 10, 2026
ATWOOD & PALMER INC History No change 25 11 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 28, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 24 10 0.01% 0.01% 655 0 0.0% Q4 2025 Jan 08, 2026
Roble, Belko & Company, Inc History New 20 9 0.0% — 657 +20 New Q4 2025 Jan 12, 2026
ST GERMAIN D J CO INC History No change 21 9 0.0% 0.0% 656 0 0.0% Q4 2025 Jan 29, 2026
Glass Jacobson Investment Advisors llc History Reduced 18 8 0.0% 0.01% 660 -23 -56.1% Q4 2025 Jan 22, 2026
Steigerwald, Gordon & Koch Inc. History No change 20 8 0.0% 0.0% 658 0 0.0% Q4 2025 Jan 23, 2026
Addison Advisors LLC History No change 20 8 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 06, 2026
Crewe Advisors LLC History New 16 7 0.0% — 661 +16 New Q4 2025 Jan 16, 2026
High Point Wealth Management, LLC History New 16 7 0.01% — 663 +16 New Q4 2025 Jan 29, 2026
Federation des caisses Desjardins du Quebec History No change 16 7 0.0% 0.0% 662 0 0.0% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 15 6 0.0% 0.01% 665 -450 -96.77% Q4 2025 Jan 07, 2026
Olistico Wealth, LLC History New 14 6 0.0% — 669 +14 New Q4 2025 Jan 13, 2026
Beacon Financial Strategies CORP History New 14 6 0.0% — 670 +14 New Q4 2025 Jan 12, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History No change 15 6 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 10, 2026
Perkins Coie Trust Co History No change 15 6 0.0% 0.0% 666 0 0.0% Q4 2025 Jan 12, 2026
Cranbrook Wealth Management, LLC History No change 15 6 0.0% 0.0% 667 0 0.0% Q4 2025 Jan 28, 2026
Investment Research & Advisory Group, Inc. History No change 14 6 0.0% 0.0% 668 0 0.0% Q4 2025 Jan 20, 2026
Cresta Advisors, Ltd. History New 12 5 0.0% — 671 +12 New Q4 2025 Feb 03, 2026
Laurel Wealth Advisors LLC History New 12 4 0.0% — 674 +12 New Q4 2025 Jan 30, 2026
Nvest Wealth Strategies, Inc. History New 11 4 0.0% — 677 +11 New Q4 2025 Jan 28, 2026
Financial Management Professionals, Inc. History New 10 4 0.0% — 673 +10 New Q4 2025 Jan 27, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 9 4 0.0% 0.0% 672 0 0.0% Q4 2025 Jan 30, 2026
ORG Partners LLC History No change 10 4 0.0% 0.0% 675 0 0.0% Q4 2025 Jan 14, 2026
Strategic Advocates LLC History No change 10 4 0.0% 0.0% 676 0 0.0% Q4 2025 Feb 11, 2026
JNBA Financial Advisors History No change 8 3 0.0% 0.0% 678 0 0.0% Q4 2025 Jan 26, 2026
Morse Asset Management, Inc History No change 8 3 0.0% 0.0% 679 0 0.0% Q4 2025 Feb 03, 2026
Central Pacific Bank - Trust Division History No change 7 3 0.0% 0.0% 680 0 0.0% Q4 2025 Jan 07, 2026
Elevated Capital Advisors, LLC History New 5 2 0.0% — 682 +5 New Q4 2025 Jan 27, 2026
Quattro Advisors LLC History New 5 2 0.0% — 686 +5 New Q4 2025 Feb 13, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 6 2 0.0% 0.0% 681 0 0.0% Q4 2025 Jan 23, 2026
Luminist Capital LLC History No change 5 2 0.0% 0.0% 683 0 0.0% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History No change 5 2 0.0% 0.0% 684 0 0.0% Q4 2025 Feb 12, 2026
Aventura Private Wealth, LLC History No change 5 2 0.0% 0.0% 685 0 0.0% Q4 2025 Jan 07, 2026
Tradewinds Capital Management, LLC History Reduced 3 1 0.0% 0.0% 689 -21 -87.5% Q4 2025 Jan 14, 2026
FAS Wealth Partners, Inc. History New 4 1 0.0% — 688 +4 New Q4 2025 Feb 18, 2026
HOLLENCREST CAPITAL MANAGEMENT History New 3 1 0.0% — 687 +3 New Q4 2025 Feb 12, 2026
Miller Global Investments, LLC History New 3 1 0.0% — 690 +3 New Q4 2025 Jan 05, 2026
Stenger Family Office, LLC History Closed out 0 0 — 2.82% — -195,024 -100.0% Q3 2025 Oct 29, 2025
Ethos Financial Group, LLC History Closed out 0 0 — 0.61% — -17,904 -100.0% Q3 2025 Oct 23, 2025
SoundView Advisors Inc. History Closed out 0 0 — 0.57% — -14,961 -100.0% Q3 2025 Oct 10, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.57% — -10,448 -100.0% Q3 2025 Nov 12, 2025
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.0% — -7,200 -100.0% Q3 2025 Nov 13, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.03% — -2,514 -100.0% Q3 2025 Nov 14, 2025
NOVARE CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.08% — -2,464 -100.0% Q3 2025 Nov 03, 2025
CONDOR CAPITAL MANAGEMENT History Closed out 0 0 — 0.05% — -1,398 -100.0% Q3 2025 Nov 07, 2025
CALIBER WEALTH MANAGEMENT, LLC / KS History Closed out 0 0 — 0.07% — -1,392 -100.0% Q3 2025 Nov 05, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -1,262 -100.0% Q3 2025 Nov 10, 2025
Elevation Capital Advisory, LLC History Closed out 0 0 — 0.21% — -1,187 -100.0% Q3 2025 Oct 30, 2025
Traynor Capital Management, Inc. History Closed out 0 0 — 0.03% — -1,173 -100.0% Q3 2025 Nov 03, 2025
D. E. Shaw & Co., Inc. History Closed out 0 0 — 0.0% — -947 -100.0% Q3 2025 Nov 14, 2025
Scientech Research LLC History Closed out 0 0 — 0.13% — -857 -100.0% Q3 2025 Nov 14, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.0% — -813 -100.0% Q3 2025 Nov 06, 2025
Acropolis Investment Management, LLC History Closed out 0 0 — 0.02% — -770 -100.0% Q3 2025 Oct 07, 2025
IFG Advisory, LLC History Closed out 0 0 — 0.01% — -680 -100.0% Q3 2025 Nov 12, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.01% — -578 -100.0% Q3 2025 Oct 21, 2025
Summit Place Financial Advisors, LLC History Closed out 0 0 — 0.11% — -557 -100.0% Q3 2025 Oct 23, 2025
Tactive Advisors, LLC History Closed out 0 0 — 0.07% — -529 -100.0% Q3 2025 Oct 14, 2025
Vanguard Personalized Indexing Management, LLC History Closed out 0 0 — 0.0% — -520 -100.0% Q3 2025 Oct 31, 2025
CWA Asset Management Group, LLC History Closed out 0 0 — 0.01% — -512 -100.0% Q3 2025 Oct 22, 2025
Bridgewater Advisors Inc. History Closed out 0 0 — 0.02% — -500 -100.0% Q3 2025 Nov 10, 2025
Headlands Technologies LLC History Closed out 0 0 — 0.02% — -482 -100.0% Q3 2025 Nov 12, 2025
Sandbox Financial Partners, LLC History Closed out 0 0 — 0.06% — -477 -100.0% Q3 2025 Oct 17, 2025
WELCH & FORBES LLC History Closed out 0 0 — 0.0% — -465 -100.0% Q3 2025 Nov 04, 2025
Heritage Financial Services, LLC History Closed out 0 0 — 0.02% — -464 -100.0% Q3 2025 Oct 30, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -430 -100.0% Q3 2025 Nov 14, 2025
Center for Financial Planning, Inc. History Closed out 0 0 — 0.01% — -202 -100.0% Q3 2025 Nov 06, 2025
Evergreen Private Wealth LLC History Closed out 0 0 — 0.03% — -188 -100.0% Q3 2025 Oct 24, 2025
Delos Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -80 -100.0% Q3 2025 Nov 14, 2025
HOWE & RUSLING INC History Closed out 0 0 — 0.0% — -77 -100.0% Q3 2025 Nov 05, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.01% — -64 -100.0% Q3 2025 Oct 08, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.01% — -45 -100.0% Q3 2025 Nov 13, 2025
Blue Trust, Inc. History Reduced 2 0 — 0.0% — -28 -93.33% Q4 2025 Jan 16, 2026
JPL Wealth Management, LLC History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Nov 14, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Oct 29, 2025
MTM Investment Management, LLC History Closed out 0 0 — 0.0% — -5 -100.0% Q3 2025 Nov 03, 2025
Mowery & Schoenfeld Wealth Management, LLC History Closed out 0 0 — 0.0% — -3 -100.0% Q3 2025 Oct 27, 2025
Prudent Man Investment Management, Inc. History Closed out 0 0 — 0.0% — -3 -100.0% Q3 2025 Nov 05, 2025
SHP Wealth Management History New 2 0 — — — +2 New Q4 2025 Mar 04, 2026
Triumph Capital Management History New 1 0 — — — +1 New Q4 2025 Feb 12, 2026
United Financial Planning Group LLC History New 1 0 — — — +1 New Q4 2025 Feb 11, 2026
Glassman Wealth Services History No change 1 0 — — — 0 0.0% Q4 2025 Jan 28, 2026
Private Wealth Management Group, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 23, 2026