VANGUARD INDEX FUNDS - VOT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Added to 2,972,164 829,650 0.05% 0.05% 1 +43,368 1.48% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 2,218,378 619,238 1.26% 1.36% 2 +61,388 2.85% Q4 2025 Jan 23, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,102,848 586,988 0.04% 0.04% 3 +175,387 9.1% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,777,796 496,254 0.08% 4 +1,777,796 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 1,615,293 450,893 0.08% 0.09% 5 +40,251 2.56% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 1,405,344 392,287 2.04% 6 +1,405,344 New Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,104,059 308,186 0.17% 0.2% 7 -11,797 -1.06% Q4 2025 Feb 06, 2026
Truepoint, Inc. History Added to 1,068,574 298,281 6.71% 7.13% 8 +25,761 2.47% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 1,060,148 295,929 0.05% 0.05% 9 -10,431 -0.97% Q4 2025 Jan 29, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 984,312 274,760 2.21% 2.25% 10 +47,735 5.1% Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 902,235 251,849 0.16% 0.14% 11 +163,438 22.12% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 882,883 246,447 0.15% 0.16% 12 +76,421 9.48% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 876,401 244,638 0.07% 0.07% 13 +55,656 6.78% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 675,777 188,636 0.06% 0.06% 14 +24,728 3.8% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 672,555 187,737 1.42% 1.45% 15 +51,255 8.25% Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 612,630 171,010 0.41% 0.45% 16 -12,302 -1.97% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 555,289 155,003 0.05% 0.04% 17 +108,818 24.37% Q4 2025 Feb 18, 2026
STIFEL FINANCIAL CORP History Added to 504,141 140,731 0.13% 0.13% 18 +22,982 4.78% Q4 2025 Feb 13, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 454,773 126,945 8.48% 8.87% 19 +7,008 1.57% Q4 2025 Jan 08, 2026
Rockefeller Capital Management L.P. History Reduced 424,430 118,475 0.21% 0.25% 20 -2,811 -0.66% Q4 2025 Mar 16, 2026
AMERIPRISE FINANCIAL INC History Added to 363,929 101,553 0.02% 0.02% 21 +60,230 19.83% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 349,157 97,435 3.04% 3.25% 22 +5,566 1.62% Q4 2025 Jan 06, 2026
Align Financial, LLC History New 96,582 96,582 0.06% 23 +96,582 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 332,626 92,849 0.12% 0.14% 24 -24,694 -6.91% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 281,923 78,695 0.1% 0.1% 25 +22,508 8.68% Q4 2025 Feb 02, 2026
FMR LLC History Added to 250,251 69,855 0.0% 0.0% 26 +1,068 0.43% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Reduced 249,113 69,537 0.56% 0.74% 27 -4,473 -1.76% Q4 2025 Feb 17, 2026
Busey Bank History Added to 240,737 67,199 1.77% 0.04% 28 +235,362 4378.83% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Added to 224,545 62,679 0.07% 0.08% 29 +1,693 0.76% Q4 2025 Feb 17, 2026
Orgel Wealth Management, LLC History Reduced 215,245 60,083 1.33% 1.47% 30 -4,208 -1.92% Q4 2025 Jan 07, 2026
McAdam, LLC History Added to 203,205 56,722 2.6% 2.8% 31 +9,583 4.95% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Added to 186,801 52,143 0.36% 0.39% 32 +4,639 2.55% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 182,929 51,084 0.06% 0.04% 33 +56,533 44.73% Q4 2025 Jan 30, 2026
Private Advisor Group, LLC History Added to 181,462 50,653 0.24% 0.26% 34 +2,332 1.3% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 174,148 48,611 0.08% 0.01% 35 +151,715 676.3% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 170,336 47,548 0.06% 0.06% 36 +7,418 4.55% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 165,013 46,061 0.0% 0.0% 37 +5,989 3.77% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 161,397 45,052 0.11% 0.13% 38 +1,003 0.63% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 161,214 45,001 0.02% 0.03% 39 -54,513 -25.27% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 158,280 44,216 0.06% 0.13% 40 -150,477 -48.74% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 149,851 43,263 0.06% 0.07% 41 +2,560 1.74% Q4 2025 Jan 08, 2026
Trust Co History Added to 154,389 43,096 4.04% 4.53% 42 +3,511 2.33% Q4 2025 Jan 15, 2026
1832 Asset Management L.P. History Added to 152,879 42,674 0.03% 0.03% 43 +6,547 4.47% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 145,233 40,540 0.15% 0.19% 44 +5,292 3.78% Q4 2025 Feb 18, 2026
Kestra Advisory Services, LLC History Added to 143,255 39,988 0.16% 0.17% 45 +17,070 13.53% Q4 2025 Feb 13, 2026
Creative Planning History Reduced 138,561 38,677 0.03% 0.03% 46 -12 -0.01% Q4 2025 Feb 17, 2026
KWMG, LLC History Added to 137,813 38,469 3.32% 3.5% 47 +1,981 1.46% Q4 2025 Jan 16, 2026
HighTower Advisors, LLC History Added to 133,573 37,285 0.04% 0.04% 48 +1,080 0.82% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 131,898 36,818 0.1% 0.06% 49 +59,536 82.28% Q4 2025 Jan 26, 2026
Wilmington Savings Fund Society, FSB History Reduced 115,759 32,312 0.76% 0.84% 50 -2,723 -2.3% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Added to 113,656 31,732 0.35% 0.35% 51 +6,903 6.47% Q4 2025 Feb 02, 2026
WoodTrust Financial Corp History Added to 109,078 30,448 3.55% 3.8% 52 +375 0.34% Q4 2025 Jan 30, 2026
Bragg Financial Advisors, Inc History Added to 108,818 30,375 0.99% 1.01% 53 +5,054 4.87% Q4 2025 Feb 13, 2026
Glenview Trust Co History Added to 106,471 29,720 0.46% 0.47% 54 +6,442 6.44% Q4 2025 Feb 09, 2026
Cassaday & Co Wealth Management LLC History Reduced 104,768 29,244 0.62% 0.72% 55 -1,164 -1.1% Q4 2025 Feb 03, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 102,874 28,716 1.38% 1.51% 56 -765 -0.74% Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 101,398 28,304 0.3% 0.32% 57 +28,437 38.98% Q4 2025 Jan 23, 2026
Rodgers & Associates, LTD History Added to 97,285 27,156 2.75% 2.86% 58 +2,946 3.12% Q4 2025 Jan 22, 2026
Adventist Health System/ West History No change 96,768 27,011 4.54% 4.63% 59 0 0.0% Q4 2025 Feb 18, 2026
BHK Investment Advisors, LLC History Added to 96,154 26,840 8.82% 9.44% 60 +10,097 11.73% Q4 2025 Feb 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 95,219 26,579 0.66% 0.58% 61 +19,360 25.52% Q4 2025 Feb 09, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 93,548 26,112 4.77% 4.81% 62 +7,253 8.4% Q4 2025 Jan 13, 2026
Dakota Wealth Management History Added to 92,587 25,844 0.46% 0.51% 63 +6,129 7.09% Q4 2025 Jan 13, 2026
AIRE ADVISORS, LLC History Added to 87,075 24,306 4.44% 4.62% 64 +413 0.48% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 86,435 24,127 0.05% 0.05% 65 +1,896 2.24% Q4 2025 Feb 12, 2026
Black Diamond Financial, LLC History Added to 83,429 23,288 2.46% 2.58% 66 +5,119 6.54% Q4 2025 Feb 03, 2026
Praetorian Wealth Management, Inc. History Added to 83,096 23,195 4.6% 4.96% 67 +746 0.91% Q4 2025 Jan 14, 2026
NATIXIS ADVISORS, LLC History Added to 82,780 23,107 0.03% 0.04% 68 +1,023 1.25% Q4 2025 Feb 10, 2026
ASSOCIATED BANC-CORP History Added to 80,175 22,380 0.57% 0.3% 69 +41,891 109.42% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Added to 89,061 21,910 0.03% 0.04% 70 +11,544 14.89% Q4 2025 Mar 09, 2026
MAI Capital Management History Reduced 75,344 21,031 0.12% 0.14% 71 -1,226 -1.6% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 72,212 20,157 0.14% 0.18% 72 +1,294 1.82% Q4 2025 Feb 18, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 71,437 19,941 1.61% 1.76% 73 -1,776 -2.43% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Added to 65,824 18,373 0.05% 0.04% 74 +17,218 35.42% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 65,595 18,310 0.04% 0.02% 75 +31,147 90.42% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 65,257 18,215 0.41% 0.49% 76 +1,544 2.42% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 64,369 17,968 0.09% 0.12% 77 +2,730 4.43% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 63,945 17,879 0.14% 78 +63,945 New Q4 2025 Feb 18, 2026
Focus Partners Wealth History Added to 62,227 17,370 0.02% 0.03% 79 +5,031 8.8% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 61,411 17,142 0.04% 0.04% 80 +3,641 6.3% Q4 2025 Feb 11, 2026
Roberts Financial Services LLC History Added to 59,122 16,503 5.18% 5.5% 81 +1,208 2.09% Q4 2025 Jan 23, 2026
Eagle Strategies LLC History Added to 58,276 16,267 2.08% 2.22% 82 +1,735 3.07% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Added to 57,925 16,169 0.03% 0.03% 83 +1,068 1.88% Q4 2025 Feb 13, 2026
Marion Wealth Management History Added to 55,658 15,716 3.49% 3.8% 84 +1,179 2.16% Q4 2025 Jan 26, 2026
Opes Wealth Management LLC History Added to 55,345 15,448 2.52% 2.77% 85 +805 1.48% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 53,239 14,861 0.04% 0.04% 86 +7,961 17.58% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 52,480 14,649 0.12% 0.16% 87 -49,246 -48.41% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 51,501 14,376 0.08% 0.11% 88 -13,698 -21.01% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 51,344 14,332 0.05% 0.04% 89 +4,189 8.88% Q4 2025 Feb 02, 2026
Clayton Financial Group LLC History Added to 51,124 14,270 7.28% 9.07% 90 +8,855 20.95% Q4 2025 Jan 21, 2026
Axiom Financial Strategies, LLC History Added to 50,304 14,041 5.91% 6.21% 91 +1,176 2.39% Q4 2025 Jan 23, 2026
Payne Capital Management, LLC History Added to 49,574 13,838 4.37% 4.59% 92 +1,090 2.25% Q4 2025 Feb 02, 2026
COMMERCE BANK History Added to 49,451 13,803 0.08% 0.08% 93 +1,728 3.62% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 48,809 13,624 0.0% 0.0% 94 +22,943 88.7% Q4 2025 Feb 17, 2026
Davis Investment Partners, LLC History Reduced 47,669 13,402 4.69% 5.04% 95 -2,587 -5.15% Q4 2025 Jan 06, 2026
Meramec Financial Planners, LLC History New 48,546 13,299 5.18% 96 +48,546 New Q4 2025 Feb 10, 2026
Strategic Investment Advisors / MI History Added to 47,548 13,282 1.15% 1.2% 97 +2,278 5.03% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Reduced 46,907 13,093 0.47% 0.77% 98 -22,017 -31.94% Q4 2025 Jan 27, 2026
Robertson Stephens Wealth Management, LLC History Added to 46,551 12,994 0.34% 0.4% 99 +1,018 2.24% Q4 2025 Feb 02, 2026
Advisory Alpha, LLC History Added to 46,487 12,976 0.35% 0.38% 100 +84 0.18% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 45,966 12,830 0.02% 0.03% 101 -80 -0.17% Q4 2025 Feb 17, 2026
Avantax Planning Partners, Inc. History Reduced 45,816 12,789 0.36% 0.41% 102 -2,288 -4.76% Q4 2025 Feb 05, 2026
Compton Wealth Advisory Group, LLC History Reduced 45,794 12,782 2.79% 3.17% 103 -751 -1.61% Q4 2025 Jan 13, 2026
GHP Investment Advisors, Inc. History Added to 45,616 12,733 0.52% 0.56% 104 +619 1.38% Q4 2025 Jan 27, 2026
FIRST HORIZON CORP History Reduced 45,532 12,709 0.57% 0.63% 105 -3 -0.01% Q4 2025 Jan 27, 2026
D.A. DAVIDSON & CO. History Added to 44,533 12,431 0.08% 0.08% 106 +1,597 3.72% Q4 2025 Jan 29, 2026
Midwest Trust Co History Added to 44,284 12,361 0.15% 0.14% 107 +8,172 22.63% Q4 2025 Feb 04, 2026
ARVEST INVESTMENTS, INC. History Added to 43,770 12,218 1.72% 1.77% 108 +1,880 4.49% Q4 2025 Jan 20, 2026
Allworth Financial LP History New 43,573 12,163 0.05% 109 +43,573 New Q4 2025 Feb 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 43,143 12,042 0.6% 0.63% 110 -217 -0.5% Q4 2025 Feb 02, 2026
LMCG INVESTMENTS, LLC History Reduced 42,990 12,000 0.69% 0.77% 111 -1,640 -3.67% Q4 2025 Feb 03, 2026
BOKF, NA History Added to 42,582 11,886 0.18% 0.17% 112 +4,140 10.77% Q4 2025 Feb 03, 2026
NorthStar Asset Management LLC /NJ/ History Added to 42,450 11,849 5.33% 5.69% 113 +1,997 4.94% Q4 2025 Feb 10, 2026
Wolff Financial Management LLC History Added to 40,661 11,350 2.55% 2.75% 114 +284 0.7% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 39,317 10,975 0.02% 0.02% 115 +2,637 7.19% Q4 2025 Feb 18, 2026
INSPIRION WEALTH ADVISORS, LLC History Added to 39,238 10,952 1.34% 0.32% 116 +29,989 324.24% Q4 2025 Jan 09, 2026
Connecticut Wealth Management, LLC History Added to 38,447 10,732 0.47% 0.5% 117 +40 0.1% Q4 2025 Feb 12, 2026
REGIMEN WEALTH, LLC History Reduced 38,204 10,664 3.12% 3.34% 118 -137 -0.36% Q4 2025 Feb 09, 2026
Ocean Park Asset Management, LLC History Reduced 37,660 10,512 0.49% 1.18% 119 -60,007 -61.44% Q4 2025 Jan 15, 2026
Addison Advisors LLC History Added to 37,299 10,411 2.34% 2.5% 120 +659 1.8% Q4 2025 Feb 06, 2026
INSPIRE TRUST CO, N.A. History Added to 36,500 10,188 1.67% 1.63% 121 +6,000 19.67% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 36,299 10,132 0.04% 0.04% 122 +833 2.35% Q4 2025 Jan 29, 2026
SAGE FINANCIAL GROUP INC History Added to 36,290 10,129 0.67% 0.71% 123 +678 1.9% Q4 2025 Jan 27, 2026
Sanctuary Advisors, LLC History Added to 36,218 10,110 0.06% 0.04% 124 +9,581 35.97% Q4 2025 Jan 29, 2026
Marietta Wealth Management, LLC History Added to 36,160 10,093 1.17% 1.27% 125 +745 2.1% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Reduced 36,100 10,076 0.11% 0.16% 126 -2,652 -6.84% Q4 2025 Feb 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 35,940 10,032 0.18% 0.2% 127 +1,126 3.23% Q4 2025 Jan 16, 2026
Gladwyn Financial Advisors, Inc. History Added to 35,337 9,863 6.93% 7.21% 128 +1,149 3.36% Q4 2025 Jan 08, 2026
RTD Financial Advisors, Inc. History Reduced 35,132 9,806 1.2% 1.28% 129 -1,138 -3.14% Q4 2025 Jan 27, 2026
Fusion Capital, LLC History Added to 33,173 9,260 2.6% 2.56% 130 +2,977 9.86% Q4 2025 Feb 04, 2026
Sound Income Strategies, LLC History Added to 32,373 9,237 0.44% 0.3% 131 +13,623 72.66% Q4 2025 Jan 21, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 32,991 9,209 4.41% 4.71% 132 +85 0.26% Q4 2025 Jan 21, 2026
Prosperity Planning, Inc. History Added to 32,398 9,043 2.37% 2.56% 133 +102 0.32% Q4 2025 Jan 14, 2026
OLD NATIONAL BANCORP /IN/ History Added to 32,364 9,034 0.15% 0.13% 134 +6,333 24.33% Q4 2025 Jan 28, 2026
MorganRosel Wealth Management, LLC History Added to 32,270 9,007 2.25% 2.42% 135 +414 1.3% Q4 2025 Feb 13, 2026
Operose Advisors LLC History Reduced 32,111 8,963 2.09% 2.81% 136 -6,231 -16.25% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 32,070 8,952 0.11% 0.12% 137 +1,105 3.57% Q4 2025 Jan 29, 2026
SWAN Capital LLC History Reduced 31,979 8,926 3.47% 3.98% 138 -1,465 -4.38% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 31,662 8,837 0.01% 0.01% 139 +4,239 15.46% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Reduced 30,898 8,625 0.09% 0.1% 140 -308 -0.99% Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History Added to 30,746 8,582 2.39% 2.5% 141 +2,237 7.85% Q4 2025 Feb 06, 2026
CX Institutional History Added to 30,063 8,392 0.25% 0.26% 142 +489 1.65% Q4 2025 Feb 02, 2026
Hapanowicz & Associates Financial Services, Inc History Added to 29,468 8,226 3.22% 3.94% 143 +417 1.44% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 29,406 8,208 0.21% 0.23% 144 -1,325 -4.31% Q4 2025 Jan 07, 2026
BANK OF MONTREAL /CAN/ History Added to 29,342 8,190 0.0% 0.0% 145 +383 1.32% Q4 2025 Feb 12, 2026
Newbridge Financial Services Group, Inc. History Added to 29,181 8,145 1.26% 1.15% 146 +3,072 11.77% Q4 2025 Jan 21, 2026
Transamerica Financial Advisors, LLC History Reduced 29,109 8,125 0.68% 0.77% 147 -2,283 -7.27% Q4 2025 Feb 13, 2026
PITTENGER & ANDERSON INC History Reduced 28,760 8,028 0.31% 0.31% 148 -220 -0.76% Q4 2025 Feb 02, 2026
Ally Invest Advisors Inc. History Added to 28,443 7,939 0.55% 0.58% 149 +781 2.82% Q4 2025 Feb 13, 2026
360 Financial, Inc. History Reduced 28,123 7,850 2.37% 2.79% 150 -1,398 -4.74% Q4 2025 Feb 13, 2026
Provident Wealth Management, LLC History Added to 28,051 7,830 2.32% 2.45% 151 +430 1.56% Q4 2025 Jan 28, 2026
Ascent Group, LLC History Reduced 27,422 7,654 0.26% 0.29% 152 -189 -0.68% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Added to 27,094 7,563 0.01% 0.01% 153 +3,603 15.34% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 26,953 7,523 0.31% 0.33% 154 +339 1.27% Q4 2025 Feb 09, 2026
Texas Yale Capital Corp. History Added to 26,898 7,508 0.23% 0.21% 155 +4,456 19.86% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Added to 26,846 7,493 0.45% 0.51% 156 +415 1.57% Q4 2025 Feb 17, 2026
Everhart Financial Group, Inc. History Added to 26,609 7,427 0.69% 0.71% 157 +2,417 9.99% Q4 2025 Jan 07, 2026
GOLDMAN SACHS GROUP INC History Reduced 26,604 7,426 0.0% 0.0% 158 -13,075 -32.95% Q4 2025 Mar 25, 2026
JMG Financial Group, Ltd. History Reduced 26,029 7,265 0.2% 0.23% 159 -913 -3.39% Q4 2025 Feb 10, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 25,971 7,250 2.03% 2.18% 160 -323 -1.23% Q4 2025 Feb 02, 2026
Redwood Investment Management, LLC History Added to 25,816 7,206 0.81% 0.73% 161 +2,829 12.31% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 24,955 6,965 0.52% 0.55% 162 +2,379 10.54% Q4 2025 Jan 07, 2026
Aprio Wealth Management, LLC History Reduced 24,834 6,932 0.4% 0.75% 163 -846 -3.29% Q4 2025 Jan 29, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 24,773 6,915 0.45% 0.51% 164 -479 -1.9% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 24,717 6,899 0.08% 0.11% 165 +2,788 12.71% Q4 2025 Jan 29, 2026
Capital Investment Counsel, LLC History Added to 24,652 6,881 0.96% 1.05% 166 +302 1.24% Q4 2025 Feb 02, 2026
Aufman Associates Inc History Reduced 24,637 6,877 3.52% 4.1% 167 -185 -0.75% Q4 2025 Feb 11, 2026
STEPHENS INC /AR/ History Added to 24,636 6,876 0.09% 0.09% 168 +798 3.35% Q4 2025 Feb 05, 2026
PARK AVENUE SECURITIES LLC History Added to 24,352 6,798 0.06% 0.05% 169 +442 1.85% Q4 2025 Jan 05, 2026
Ameritas Advisory Services, LLC History Added to 23,987 6,695 0.25% 0.06% 170 +20,699 629.53% Q4 2025 Feb 04, 2026
NORTHERN TRUST CORP History Added to 23,980 6,693 0.0% 0.0% 171 +6,747 39.15% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Reduced 23,893 6,669 0.04% 0.05% 172 -104 -0.43% Q4 2025 Jan 28, 2026
KIECKHEFER GROUP LLC History Reduced 23,527 6,567 3.12% 3.25% 173 -99 -0.42% Q4 2025 Jan 15, 2026
Cranbrook Wealth Management, LLC History Reduced 23,353 6,518 1.29% 1.39% 174 -279 -1.18% Q4 2025 Jan 28, 2026
Kingsview Wealth Management, LLC History Added to 22,878 6,386 0.09% 0.06% 175 +9,863 75.78% Q4 2025 Feb 09, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 22,550 6,294 0.4% 0.43% 176 -79 -0.35% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 22,069 6,160 0.05% 0.06% 177 +798 3.75% Q4 2025 Jan 26, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 21,967 6,131 1.9% 2.63% 178 +659 3.09% Q4 2025 Jan 08, 2026
Zeit Capital LLC History Reduced 21,935 6,122 4.13% 4.39% 179 -73 -0.33% Q4 2025 Jan 26, 2026
HFG Advisors, Inc. History Reduced 21,454 5,988 4.34% 4.65% 180 -4 -0.02% Q4 2025 Feb 13, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 21,088 5,886 0.85% 0.98% 181 -571 -2.64% Q4 2025 Jan 23, 2026
IVC Wealth Advisors LLC History Reduced 20,962 5,851 2.54% 2.99% 182 -1,836 -8.05% Q4 2025 Jan 16, 2026
SOA Wealth Advisors, LLC. History Reduced 20,949 5,847 0.99% 1.09% 183 -776 -3.57% Q4 2025 Jan 20, 2026
Meridian Wealth Management, LLC History Reduced 20,809 5,810 0.2% 0.24% 184 -374 -1.77% Q4 2025 Feb 04, 2026
INTEGRITY ALLIANCE, LLC. History Added to 20,785 5,801 0.21% 0.24% 185 +3,412 19.64% Q4 2025 Feb 09, 2026
Waterford Advisors, LLC History New 22,986 5,773 2.26% 186 +22,986 New Q4 2025 Feb 20, 2026
Asset Management Group, Inc. History Added to 20,538 5,733 0.93% 0.99% 187 +35 0.17% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 20,356 5,682 0.11% 0.13% 188 -584 -2.79% Q4 2025 Feb 02, 2026
PLANNING DIRECTIONS INC History Added to 20,135 5,620 2.83% 2.92% 189 +1,077 5.65% Q4 2025 Jan 21, 2026
MMA ASSET MANAGEMENT LLC History Added to 20,054 5,597 2.0% 1.92% 190 +480 2.45% Q4 2025 Feb 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 19,858 5,543 0.07% 0.08% 191 +599 3.11% Q4 2025 Jan 30, 2026
May Barnhard Investments LLC History Added to 19,849 5,540 2.62% 2.69% 192 +104 0.53% Q4 2025 Jan 28, 2026
Goepper Burkhardt LLC History Reduced 19,735 5,508 1.79% 2.09% 193 -1,105 -5.3% Q4 2025 Feb 09, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 19,307 5,389 0.59% 0.67% 194 -186 -0.95% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Reduced 19,239 5,370 0.06% 0.06% 195 -5 -0.03% Q4 2025 Jan 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 19,104 5,332 0.83% 1.0% 196 +562 3.03% Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Added to 19,077 5,325 0.1% 0.11% 197 +453 2.43% Q4 2025 Jan 16, 2026
Wealth Enhancement Trust Services, Inc. History New 19,003 5,304 0.67% 198 +19,003 New Q4 2025 Jan 27, 2026
FIRST UNITED BANK & TRUST History Added to 18,508 5,166 1.65% 1.67% 199 +1,036 5.93% Q4 2025 Jan 21, 2026
TME FINANCIAL, INC. History Added to 18,493 5,162 3.63% 2.22% 200 +8,423 83.64% Q4 2025 Jan 27, 2026
Caprock Group, LLC History Reduced 18,393 5,134 0.11% 0.13% 201 -296 -1.58% Q4 2025 Jan 28, 2026
Prosperity Consulting Group, LLC History Reduced 18,375 5,129 0.23% 0.28% 202 -1,151 -5.89% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 18,244 5,092 0.12% 0.13% 203 +912 5.26% Q4 2025 Jan 29, 2026
Bleakley Financial Group, LLC History New 18,104 5,053 0.09% 204 +18,104 New Q4 2025 Feb 09, 2026
NWAM LLC History Added to 17,807 4,989 0.28% 0.28% 205 +223 1.27% Q4 2025 Feb 04, 2026
Ausdal Financial Partners, Inc. History Added to 17,373 4,849 0.22% 0.24% 206 +728 4.37% Q4 2025 Feb 13, 2026
Baring Financial LLC History Added to 16,996 4,744 2.89% 2.95% 207 +2,267 15.39% Q4 2025 Jan 07, 2026
Peak Retirement Planning, Inc. History Reduced 16,739 4,672 1.09% 2.19% 208 -9,727 -36.75% Q4 2025 Feb 10, 2026
Arax Advisory Partners History New 16,427 4,585 0.13% 209 +16,427 New Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 16,354 4,565 0.37% 0.42% 210 +10 0.06% Q4 2025 Feb 12, 2026
Destiny Wealth Partners, LLC History Added to 16,030 4,544 0.52% 0.57% 211 +163 1.03% Q4 2025 Feb 03, 2026
MONECO ADVISORS, LLC History Added to 16,248 4,535 0.36% 0.39% 212 +488 3.1% Q4 2025 Feb 04, 2026
Sagace Wealth Management LLC History Reduced 16,025 4,473 3.03% 3.24% 213 -221 -1.36% Q4 2025 Feb 02, 2026
Financial Engines Advisors L.L.C. History Reduced 15,669 4,373 0.01% 0.01% 214 -357 -2.23% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 15,653 4,369 0.05% 0.06% 215 -1,731 -9.96% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Reduced 15,273 4,263 0.02% 0.03% 216 -96 -0.62% Q4 2025 Feb 10, 2026
Ifrah Financial Services, Inc. History Reduced 15,156 4,230 1.09% 1.18% 217 -298 -1.93% Q4 2025 Jan 22, 2026
Thrive Capital Management, LLC History Reduced 15,068 4,205 0.94% 1.82% 218 -8,917 -37.18% Q4 2025 Feb 09, 2026
MidAtlantic Capital Management, Inc. History Added to 15,040 4,198 2.69% 2.99% 219 +135 0.91% Q4 2025 Feb 10, 2026
Keel Point, LLC History Added to 14,694 4,101 0.25% 0.26% 220 +137 0.94% Q4 2025 Feb 12, 2026
Cordoba Advisory Partners LLC History New 14,503 4,051 1.0% 221 +14,503 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 14,289 3,988 0.02% 222 +14,289 New Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 14,178 3,957 0.08% 0.08% 223 +1,828 14.8% Q4 2025 Feb 02, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 14,050 3,921 0.08% 0.08% 224 -158 -1.11% Q4 2025 Feb 12, 2026
Berman McAleer LLC History New 13,834 3,861 0.53% 225 +13,834 New Q4 2025 Feb 05, 2026
Willis Johnson & Associates, Inc. History Reduced 13,799 3,851 0.24% 0.26% 226 -605 -4.2% Q4 2025 Jan 22, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 13,520 3,849 2.05% 2.2% 227 -593 -4.2% Q4 2025 Jan 06, 2026
Cohen Klingenstein LLC History Added to 13,785 3,847 0.12% 0.12% 228 +220 1.62% Q4 2025 Jan 20, 2026
LifePlan Investment Advisors, Inc. History Added to 13,669 3,815 1.55% 1.65% 229 +297 2.22% Q4 2025 Feb 09, 2026
JPL Wealth Management, LLC History Reduced 13,599 3,795 0.92% 0.97% 230 -360 -2.58% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Reduced 13,279 3,764 0.13% 0.16% 231 -1,224 -8.44% Q4 2025 Jan 27, 2026
rebel Financial LLC History New 13,260 3,701 1.58% 232 +13,260 New Q4 2025 Mar 27, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 13,221 3,690 0.46% 0.41% 233 +3,045 29.92% Q4 2025 Jan 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 13,192 3,682 0.0% 0.0% 234 +1,095 9.05% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 12,845 3,671 0.13% 0.14% 235 -184 -1.41% Q4 2025 Jan 08, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 13,119 3,662 1.21% 1.38% 236 -910 -6.49% Q4 2025 Jan 27, 2026
MSH Capital Advisors LLC History Reduced 12,891 3,598 0.77% 1.02% 237 -11 -0.09% Q4 2025 Feb 09, 2026
TFB Advisors LLC History Added to 12,847 3,586 1.0% 1.09% 238 +77 0.6% Q4 2025 Feb 13, 2026
STEPH & CO History Added to 12,816 3,577 1.03% 1.13% 239 +211 1.67% Q4 2025 Jan 23, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 12,797 3,572 0.23% 0.26% 240 -848 -6.21% Q4 2025 Feb 04, 2026
Apollon Wealth Management, LLC History Reduced 12,786 3,569 0.06% 0.07% 241 -59 -0.46% Q4 2025 Jan 22, 2026
Cresset Asset Management, LLC History Added to 12,783 3,568 0.02% 0.02% 242 +1,071 9.14% Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Added to 12,724 3,551 0.11% 0.1% 243 +707 5.88% Q4 2025 Jan 09, 2026
White Lighthouse Investment Management Inc. History Added to 12,700 3,545 0.49% 0.54% 244 +708 5.9% Q4 2025 Feb 09, 2026
Wealthcare Advisory Partners LLC History Reduced 12,691 3,542 0.07% 0.08% 245 -695 -5.19% Q4 2025 Jan 14, 2026
Focus Partners Advisor Solutions, LLC History Added to 12,392 3,459 0.04% 0.04% 246 +1,828 17.3% Q4 2025 Feb 11, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 12,363 3,451 0.39% 0.44% 247 -563 -4.36% Q4 2025 Jan 08, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 12,255 3,420 0.33% 0.29% 248 +406 3.43% Q4 2025 Jan 12, 2026
SilverOak Wealth Management LLC History Added to 12,055 3,364 0.53% 0.57% 249 +569 4.95% Q4 2025 Jan 28, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 11,955 3,337 0.0% 250 +11,955 New Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Reduced 11,655 3,291 0.08% 0.09% 251 -173 -1.46% Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History Reduced 11,678 3,259 0.04% 0.05% 252 -130 -1.1% Q4 2025 Feb 09, 2026
Sovran Advisors, LLC History Added to 11,298 3,236 0.27% 0.2% 253 +3,300 41.26% Q4 2025 Jan 20, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 11,533 3,219 0.72% 0.79% 254 +40 0.35% Q4 2025 Jan 12, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 11,499 3,209 1.6% 1.78% 255 -653 -5.37% Q4 2025 Jan 30, 2026
Sterling Financial Planning, Inc. History Added to 11,295 3,153 0.95% 0.99% 256 +573 5.34% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 11,294 3,152 0.11% 0.12% 257 -462 -3.93% Q4 2025 Feb 17, 2026
Stratos Wealth Advisors, LLC History Added to 11,287 3,150 0.15% 0.16% 258 +38 0.34% Q4 2025 Jan 20, 2026
Ballentine Partners, LLC History Reduced 11,250 3,140 0.04% 0.05% 259 -654 -5.49% Q4 2025 Feb 03, 2026
Crestwood Advisors Group, LLC History Added to 11,212 3,129 0.05% 0.06% 260 +20 0.18% Q4 2025 Feb 03, 2026
CITIGROUP INC History Added to 11,152 3,112 0.0% 0.0% 261 +495 4.64% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 11,073 3,090 0.04% 0.04% 262 -3,711 -25.1% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 11,024 3,077 0.0% 0.0% 263 +3,210 41.08% Q4 2025 Feb 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 10,965 3,060 0.19% 0.21% 264 0 0.0% Q4 2025 Jan 23, 2026
Strategic Wealth Advisors LLC History New 10,899 3,042 2.6% 265 +10,899 New Q4 2025 Feb 03, 2026
World Investment Advisors History Reduced 10,885 3,038 0.05% 0.07% 266 -586 -5.11% Q4 2025 Mar 12, 2026
IHT Wealth Management, LLC History Reduced 10,819 3,019 0.07% 0.11% 267 -3,905 -26.52% Q4 2025 Feb 17, 2026
SOL Capital Management CO History No change 10,807 3,017 0.27% 0.28% 268 0 0.0% Q4 2025 Jan 30, 2026
Mustard Seed Financial, LLC History Added to 10,727 2,994 1.88% 1.93% 270 +492 4.81% Q4 2025 Jan 23, 2026
Checchi Capital Advisers, LLC History Reduced 10,727 2,994 0.15% 0.17% 269 -166 -1.52% Q4 2025 Jan 27, 2026
IFG Advisory, LLC History Added to 10,661 2,975 0.13% 0.14% 271 +218 2.09% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 10,637 2,969 0.01% 0.0% 272 +6,170 138.12% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Reduced 10,630 2,967 0.01% 0.01% 273 -900 -7.81% Q4 2025 Jan 30, 2026
PFG Advisors History Reduced 10,554 2,945 0.14% 0.13% 274 -614 -5.5% Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Added to 10,521 2,936 0.05% 0.05% 275 +94 0.9% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History New 10,435 2,912 0.02% 276 +10,435 New Q4 2025 Jan 27, 2026
Tower View Wealth Management LLC History Reduced 10,416 2,907 1.44% 1.62% 277 -214 -2.01% Q4 2025 Jan 23, 2026
KPP Advisory Services LLC History Added to 10,377 2,896 0.42% 0.45% 278 +88 0.86% Q4 2025 Feb 02, 2026
Prospera Financial Services Inc History Added to 10,358 2,892 0.05% 0.05% 279 +896 9.47% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Added to 10,349 2,888 0.02% 0.02% 280 +380 3.81% Q4 2025 Jan 12, 2026
Orion Porfolio Solutions, LLC History Added to 10,273 2,867 0.02% 0.01% 281 +4,459 76.69% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History Reduced 10,124 2,826 0.32% 0.34% 282 -80 -0.78% Q4 2025 Jan 21, 2026
WealthShield Partners, LLC History Reduced 10,095 2,819 0.31% 0.35% 283 -324 -3.11% Q4 2025 Feb 03, 2026
WEALTH ALLIANCE, LLC History Reduced 10,033 2,800 0.27% 0.32% 284 -532 -5.04% Q4 2025 Feb 13, 2026
Werba Rubin Papier Wealth Management History Added to 10,031 2,800 0.76% 0.45% 285 +521 5.48% Q4 2025 Jan 27, 2026
Joseph P. Lucia & Associates, LLC History Reduced 10,029 2,799 1.01% 1.17% 286 -564 -5.32% Q4 2025 Jan 28, 2026
CHOREO, LLC History Added to 9,917 2,797 0.04% 0.04% 287 +258 2.67% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 9,980 2,785 0.06% 0.06% 288 +1,169 13.27% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History Added to 9,826 2,742 0.17% 0.12% 289 +3,270 49.88% Q4 2025 Feb 05, 2026
CJM Wealth Advisers, Ltd. History Added to 9,617 2,684 0.8% 0.87% 290 +2 0.02% Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 9,611 2,682 0.16% 0.17% 291 +951 10.98% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 9,578 2,673 0.04% 0.04% 292 +4 0.04% Q4 2025 Feb 13, 2026
Intergy Private Wealth, LLC History No change 9,481 2,646 0.8% 0.87% 293 0 0.0% Q4 2025 Jan 22, 2026
Fingerlakes Wealth Management, Inc. History Reduced 9,468 2,643 1.68% 1.85% 294 -188 -1.95% Q4 2025 Feb 05, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 9,466 2,642 0.08% 0.09% 295 -231 -2.38% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 9,416 2,628 0.03% 0.06% 296 -7,413 -44.05% Q4 2025 Jan 15, 2026
Visionary Wealth Advisors History Added to 9,370 2,615 0.12% 0.11% 297 +1,230 15.11% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 9,367 2,614 0.03% 0.03% 298 -27 -0.29% Q4 2025 Jan 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,163 2,557 0.01% 0.01% 299 +1,740 23.44% Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 9,140 2,551 0.02% 0.02% 300 -560 -5.77% Q4 2025 Feb 17, 2026
Magnus Financial Group LLC History Reduced 9,107 2,542 0.19% 0.21% 301 -1 -0.01% Q4 2025 Jan 07, 2026
Advisory Services Network, LLC History Added to 8,881 2,478 0.04% 0.03% 302 +1,005 12.76% Q4 2025 Feb 17, 2026
Cooksen Wealth, LLC History Added to 8,877 2,478 1.81% 1.94% 303 +36 0.41% Q4 2025 Jan 20, 2026
Westwood Wealth Management History New 8,828 2,464 1.85% 304 +8,828 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Added to 8,828 2,464 1.85% 1.66% 305 +1,709 24.01% Q4 2025 Jan 13, 2026
Meridian Financial Advisors, LLC History Reduced 8,802 2,456 1.34% 1.47% 306 -96 -1.08% Q4 2025 Jan 23, 2026
VANGUARD GROUP INC History Reduced 8,760 2,445 0.0% 0.0% 307 -231 -2.57% Q4 2025 Jan 29, 2026
Base Wealth Management LLC History Added to 8,746 2,441 1.31% 1.32% 308 +837 10.58% Q4 2025 Jan 21, 2026
TSFG, LLC History Reduced 8,549 2,386 0.36% 0.41% 309 -216 -2.46% Q4 2025 Feb 04, 2026
J.W. COLE ADVISORS, INC. History Reduced 14,198 2,372 0.06% 0.08% 310 -87 -0.61% Q4 2025 Feb 11, 2026
FIRST AMERICAN TRUST, FSB History Added to 8,491 2,370 0.16% 0.16% 311 +901 11.87% Q4 2025 Feb 11, 2026
TRITONPOINT WEALTH, LLC History Added to 8,492 2,370 0.24% 0.21% 312 +50 0.59% Q4 2025 Jan 20, 2026
GC Wealth Management RIA, LLC History Reduced 8,482 2,367 0.09% 0.08% 313 -90 -1.05% Q4 2025 Jan 30, 2026
ERn Financial, LLC History Reduced 8,468 2,363 0.44% 0.5% 314 -73 -0.85% Q4 2025 Jan 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 8,459 2,361 0.15% 0.15% 315 +837 10.98% Q4 2025 Feb 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 8,410 2,350 0.0% 0.0% 316 +7,409 740.16% Q4 2025 Feb 05, 2026
Insight Advisors, LLC/ PA History Reduced 8,380 2,339 0.35% 0.38% 317 -101 -1.19% Q4 2025 Feb 11, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 8,249 2,302 0.83% 318 +8,249 New Q4 2025 Mar 26, 2026
Kassira Wealth Management LLC History Added to 8,216 2,293 2.18% 2.32% 319 +31 0.38% Q4 2025 Feb 03, 2026
Main Street Financial Solutions, LLC History Reduced 8,180 2,283 0.17% 0.16% 320 -498 -5.74% Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 8,087 2,257 0.38% 321 +8,087 New Q4 2025 Feb 12, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 8,000 2,233 0.81% 1.36% 322 -2,800 -25.93% Q4 2025 Feb 12, 2026
STEVENS CAPITAL PARTNERS History Added to 7,947 2,218 0.58% 0.65% 323 +515 6.93% Q4 2025 Jan 27, 2026
LOWE BROCKENBROUGH & CO INC History No change 7,915 2,209 0.11% 0.12% 324 0 0.0% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 7,762 2,166 0.04% 0.03% 325 +3,372 76.81% Q4 2025 Feb 06, 2026
Americana Partners, LLC History No change 7,755 2,164 0.06% 0.07% 326 0 0.0% Q4 2025 Feb 06, 2026
ProVise Management Group, LLC History Reduced 7,705 2,150 0.15% 0.17% 327 -198 -2.51% Q4 2025 Jan 29, 2026
Weinberger Asset Management, Inc History Reduced 7,686 2,145 0.77% 0.87% 328 -463 -5.68% Q4 2025 Feb 09, 2026
Joel Isaacson & Co., LLC History Added to 7,672 2,141 0.07% 0.08% 329 +94 1.24% Q4 2025 Jan 30, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 7,600 2,121 0.57% 330 +7,600 New Q4 2025 Feb 09, 2026
Colonial Trust Co / SC History Reduced 7,572 2,113 0.28% 0.3% 331 -129 -1.68% Q4 2025 Feb 12, 2026
CARL STUART INVESTMENT ADVISOR, INC History Reduced 7,461 2,082 1.88% 2.08% 332 -81 -1.07% Q4 2025 Feb 13, 2026
Simmons Bank History Reduced 7,421 2,071 0.14% 0.15% 333 -317 -4.1% Q4 2025 Feb 05, 2026
Silver Lake Advisory, LLC History Reduced 7,389 2,062 0.8% 0.87% 334 -29 -0.39% Q4 2025 Jan 09, 2026
Asset Allocation & Management Company, LLC History No change 7,329 2,046 0.81% 0.91% 335 0 0.0% Q4 2025 Jan 12, 2026
Venture Visionary Partners LLC History Reduced 7,315 2,042 0.07% 0.08% 336 -233 -3.09% Q4 2025 Feb 13, 2026
LOWERY THOMAS, LLC History Added to 7,304 2,038 1.15% 1.22% 337 +105 1.46% Q4 2025 Jan 26, 2026
Brindle & Bay Financial Advisors, LLC History New 7,287 2,034 1.35% 338 +7,287 New Q4 2025 Jan 29, 2026
NBT BANK N A /NY History Added to 7,485 2,017 0.13% 0.14% 339 +35 0.47% Q4 2025 Jan 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 7,173 2,002 0.15% 0.19% 340 -1,216 -14.5% Q4 2025 Feb 09, 2026
Redhawk Wealth Advisors, Inc. History Added to 7,111 1,984 0.22% 0.18% 341 +1,695 31.3% Q4 2025 Jan 14, 2026
Arkadios Wealth Advisors History Added to 7,083 1,977 0.04% 0.05% 342 +657 10.22% Q4 2025 Feb 13, 2026
Fee-Only Financial Planning, L.C. History Reduced 7,063 1,971 1.15% 1.21% 343 -15 -0.21% Q4 2025 Jan 26, 2026
Indivisible Partners History New 7,050 1,967 0.21% 344 +7,050 New Q4 2025 Feb 03, 2026
Institute for Wealth Management, LLC. History Added to 7,003 1,954 0.21% 0.21% 345 +217 3.2% Q4 2025 Jan 27, 2026
Maridea Wealth Management LLC History Added to 6,994 1,952 0.29% 0.3% 346 +495 7.62% Q4 2025 Jan 08, 2026
FineMark National Bank & Trust History New 6,923 1,932 0.06% 347 +6,923 New Q4 2025 Feb 12, 2026
Fortis Capital Advisors, LLC History Reduced 6,916 1,930 0.28% 0.33% 348 -88 -1.26% Q4 2025 Jan 27, 2026
High Net Worth Advisory Group LLC History Added to 6,888 1,922 0.44% 0.25% 349 +3,305 92.24% Q4 2025 Jan 23, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Reduced 6,998 1,917 0.27% 0.35% 350 -318 -4.35% Q4 2025 Feb 11, 2026
OneAscent Financial Services LLC History New 6,862 1,915 0.18% 351 +6,862 New Q4 2025 Feb 11, 2026
Horizon Investments, LLC History Added to 6,846 1,910 0.02% 0.02% 352 +884 14.83% Q4 2025 Feb 02, 2026
Washington Trust Advisors, Inc. History Reduced 6,824 1,904 0.15% 0.15% 353 -11 -0.16% Q4 2025 Feb 03, 2026
Sigma Planning Corp History Added to 6,740 1,881 0.05% 0.05% 354 +676 11.15% Q4 2025 Jan 30, 2026
JANE STREET GROUP, LLC History Added to 6,726 1,877 0.0% 0.0% 355 +4,523 205.31% Q4 2025 Feb 12, 2026
FAS Wealth Partners, Inc. History Reduced 6,700 1,870 0.12% 0.14% 356 -239 -3.44% Q4 2025 Feb 18, 2026
Net Worth Advisory Group History Added to 6,602 1,843 0.37% 0.17% 357 +4,556 222.68% Q4 2025 Jan 14, 2026
WAYSTONE ADVISORS LLC History New 6,482 1,809 1.55% 358 +6,482 New Q4 2025 Feb 09, 2026
NORDEN GROUP LLC History Added to 6,429 1,794 0.18% 0.12% 359 +2,293 55.44% Q4 2025 Jan 13, 2026
Quadrant Private Wealth Management, LLC History No change 6,416 1,790 0.29% 0.34% 360 0 0.0% Q4 2025 Jan 26, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 6,352 1,773 1.32% 1.52% 361 0 0.0% Q4 2025 Feb 10, 2026
Envision Financial Planning, LLC History Added to 6,348 1,771 0.67% 0.79% 362 +5 0.08% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 6,303 1,759 0.06% 363 +6,303 New Q4 2025 Feb 13, 2026
Mascagni Wealth Management, Inc. History Added to 6,300 1,758 1.31% 1.43% 364 +4 0.06% Q4 2025 Feb 11, 2026
Richard P Slaughter Associates Inc History Reduced 6,280 1,752 0.37% 0.42% 365 -423 -6.31% Q4 2025 Jan 12, 2026
Berkshire Money Management, Inc. History New 6,200 1,730 0.17% 366 +6,200 New Q4 2025 Jan 27, 2026
Sequoia Financial Advisors, LLC History Added to 6,174 1,723 0.01% 0.01% 367 +1,592 34.74% Q4 2025 Feb 03, 2026
Fifth Third Wealth Advisors LLC History New 6,165 1,720 0.06% 368 +6,165 New Q4 2025 Jan 15, 2026
MidWestOne Financial Group, Inc. History Reduced 6,148 1,716 0.19% 0.22% 369 -109 -1.74% Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History Added to 6,140 1,713 0.24% 0.27% 370 +279 4.76% Q4 2025 Jan 23, 2026
Brady Martz Wealth Solutions, LLC History Reduced 6,107 1,704 0.3% 0.33% 371 -55 -0.89% Q4 2025 Jan 15, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 6,103 1,703 0.52% 0.55% 372 +93 1.55% Q4 2025 Jan 13, 2026
Geneva Partners, LLC History Reduced 6,097 1,701 0.61% 0.67% 373 -177 -2.82% Q4 2025 Feb 03, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 6,084 1,698 0.03% 0.04% 374 +304 5.26% Q4 2025 Feb 06, 2026
Jacobs Equity LLC History New 6,080 1,697 1.63% 375 +6,080 New Q4 2025 Feb 19, 2026
COZAD ASSET MANAGEMENT INC History Added to 6,056 1,690 0.13% 0.13% 376 +397 7.02% Q4 2025 Feb 13, 2026
CITY HOLDING CO History Reduced 6,053 1,689 0.21% 0.22% 377 -40 -0.66% Q4 2025 Jan 22, 2026
Argent Trust Co History Reduced 6,025 1,681 0.06% 0.06% 378 -125 -2.03% Q4 2025 Feb 10, 2026
Family Manage LLC History Reduced 6,008 1,677 0.21% 0.25% 379 -187 -3.02% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 6,000 1,674 0.0% 0.0% 380 -1,300 -17.81% Q4 2025 Feb 12, 2026
1834 INVESTMENT ADVISORS CO History Added to 5,884 1,642 0.21% 0.16% 381 +1,310 28.64% Q4 2025 Jan 29, 2026
Frisch Financial Group, Inc. History Reduced 5,867 1,637 0.37% 0.4% 382 -16 -0.27% Q4 2025 Feb 06, 2026
Mainstream Capital Management LLC History Reduced 5,817 1,623 1.06% 1.23% 383 -469 -7.46% Q4 2025 Jan 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 5,802 1,619 0.01% 0.01% 384 +833 16.76% Q4 2025 Jan 30, 2026
UPTICK PARTNERS, LLC History Reduced 5,764 1,608 0.34% 0.54% 385 -1,266 -18.01% Q4 2025 Feb 02, 2026
Hilltop National Bank History Added to 5,732 1,600 0.39% 0.4% 386 +201 3.63% Q4 2025 Jan 07, 2026
First PREMIER Bank History Added to 5,724 1,598 0.37% 0.29% 387 +1,322 30.03% Q4 2025 Jan 23, 2026
AE Wealth Management LLC History Reduced 5,679 1,585 0.01% 0.01% 388 -615 -9.77% Q4 2025 Jan 26, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 5,644 1,575 0.08% 0.06% 389 +2,274 67.48% Q4 2025 Jan 28, 2026
Center For Asset Management LLC History Reduced 5,626 1,570 0.82% 0.89% 390 -84 -1.47% Q4 2025 Jan 21, 2026
Generations Wealth, LLC History New 5,622 1,569 1.61% 391 +5,622 New Q4 2025 Feb 13, 2026
Community Financial Services Group, LLC History Reduced 5,588 1,559 0.29% 0.31% 392 -111 -1.95% Q4 2025 Jan 15, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 5,545 1,547 0.1% 0.12% 393 -104 -1.84% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 5,513 1,538 0.02% 0.02% 394 -260 -4.5% Q4 2025 Feb 02, 2026
Falcon Wealth Planning History Reduced 5,501 1,535 0.13% 0.15% 395 -115 -2.05% Q4 2025 Feb 03, 2026
Genesis Financial Group, LLC History New 5,487 1,531 0.89% 396 +5,487 New Q4 2025 Jan 16, 2026
Csenge Advisory Group History Reduced 5,469 1,526 0.07% 0.08% 397 -314 -5.43% Q4 2025 Feb 06, 2026
Cornerstone Advisory, LLC History Added to 5,467 1,525 0.15% 0.15% 398 +334 6.51% Q4 2025 Jan 28, 2026
Wescott Financial Advisory Group, LLC History Added to 5,462 1,524 0.13% 0.14% 399 +59 1.09% Q4 2025 Feb 12, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 5,446 1,520 0.01% 0.01% 400 +1,173 27.45% Q4 2025 Jan 09, 2026
Novak & Powell Financial Services, Inc. History No change 5,437 1,517 0.79% 0.84% 401 0 0.0% Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Reduced 5,364 1,497 0.01% 0.02% 403 -632 -10.54% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Added to 5,142 1,497 0.0% 0.0% 402 +84 1.66% Q4 2025 Feb 10, 2026
AMERIFLEX GROUP, INC. History Reduced 5,345 1,492 0.77% 1.18% 404 -5,329 -49.93% Q4 2025 Feb 18, 2026
SUMMIT WEALTH GROUP LLC / CO History New 5,343 1,491 0.2% 405 +5,343 New Q4 2025 Feb 04, 2026
FC Advisory LLC History Added to 5,333 1,488 0.43% 0.45% 406 +72 1.37% Q4 2025 Jan 13, 2026
Sterling Investment Counsel, LLC History Added to 5,707 1,475 0.42% 0.11% 407 +4,582 407.29% Q4 2025 Jan 27, 2026
Legacy Edge Advisors, LLC History New 5,276 1,472 0.16% 408 +5,276 New Q4 2025 Feb 02, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,141 1,435 0.0% 0.0% 409 +887 20.85% Q4 2025 Feb 17, 2026
Graetz Wealth LLC History New 5,115 1,427 1.3% 410 +5,115 New Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 5,105 1,425 0.04% 0.13% 411 -9,803 -65.76% Q4 2025 Feb 11, 2026
Shira Ridge Wealth Management History Reduced 5,093 1,421 0.57% 1.94% 412 -10,489 -67.31% Q4 2025 Jan 12, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 5,083 1,418 0.44% 0.42% 413 +680 15.44% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History Added to 4,897 1,413 0.02% 0.0% 414 +3,530 258.23% Q4 2025 Jan 26, 2026
MGO ONE SEVEN LLC History Added to 5,045 1,408 0.03% 0.03% 415 +350 7.45% Q4 2025 Feb 03, 2026
Next Capital Management LLC History No change 5,020 1,401 0.45% 0.49% 416 0 0.0% Q4 2025 Feb 11, 2026
Sierra Capital LLC History Added to 5,005 1,397 0.15% 0.16% 417 +51 1.03% Q4 2025 Feb 18, 2026
Baldwin Investment Management, LLC History Reduced 5,000 1,395 0.16% 0.17% 418 -150 -2.91% Q4 2025 Feb 13, 2026
Wood Tarver Financial Group, LLC History Added to 4,987 1,392 0.39% 0.43% 419 +37 0.75% Q4 2025 Feb 12, 2026
TPG Financial Advisors, LLC History Added to 4,968 1,386 0.46% 0.51% 420 +301 6.45% Q4 2025 Feb 06, 2026
WARNER FINANCIAL, INC History Added to 4,932 1,377 0.48% 0.54% 421 +13 0.26% Q4 2025 Jan 21, 2026
Composition Wealth, LLC History Added to 4,900 1,367 0.02% 0.02% 422 +283 6.13% Q4 2025 Feb 02, 2026
BCS Wealth Management History Added to 4,894 1,366 0.14% 0.16% 423 +2,447 100.0% Q4 2025 Jan 26, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Added to 4,882 1,362 0.37% 0.38% 424 +395 8.8% Q4 2025 Jan 26, 2026
IEQ CAPITAL, LLC History Reduced 4,853 1,354 0.0% 0.0% 425 -148 -2.96% Q4 2025 Feb 13, 2026
Williams Jones Wealth Management, LLC. History Added to 4,821 1,345 0.02% 0.01% 426 +1,864 63.04% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Reduced 4,811 1,342 0.03% 0.04% 427 -1 -0.02% Q4 2025 Jan 28, 2026
Michels Family Financial, LLC History Added to 4,797 1,338 0.98% 1.06% 428 +173 3.74% Q4 2025 Feb 19, 2026
American Institute for Advanced Investment Management, LLP History No change 4,777 1,333 0.86% 0.92% 429 0 0.0% Q4 2025 Feb 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 4,733 1,321 0.03% 0.04% 430 -514 -9.8% Q4 2025 Feb 03, 2026
Nova Wealth Management, Inc. History Added to 4,735 1,321 0.91% 0.89% 431 +435 10.12% Q4 2025 Jan 14, 2026
Royal Fund Management, LLC History Added to 4,701 1,317 0.12% 0.16% 432 +250 5.62% Q4 2025 Jan 15, 2026
Dentgroup LLC History Reduced 4,721 1,317 0.9% 0.92% 433 -150 -3.08% Q4 2025 Jan 28, 2026
Colonial Trust Advisors History Reduced 4,665 1,302 0.1% 0.11% 434 -112 -2.34% Q4 2025 Feb 12, 2026
BEACON ADVISORS HOLDINGS, LLC History New 4,657 1,299 0.68% 435 +4,657 New Q4 2025 Feb 27, 2026
Alpine Bank Wealth Management History Reduced 4,604 1,285 0.18% 0.2% 436 -243 -5.01% Q4 2025 Jan 15, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 4,473 1,281 0.09% 0.11% 438 -205 -4.38% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History No change 4,591 1,281 0.07% 0.08% 437 0 0.0% Q4 2025 Feb 06, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 4,556 1,271 0.29% 0.35% 439 -366 -7.44% Q4 2025 Jan 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,470 1,247 0.28% 0.3% 440 +304 7.3% Q4 2025 Jan 09, 2026
Evergreen Wealth Management, LLC History Reduced 4,456 1,243 0.63% 0.72% 441 -229 -4.89% Q4 2025 Feb 06, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,397 1,227 0.06% 0.07% 442 -425 -8.81% Q4 2025 Feb 17, 2026
Fairscale Capital, LLC History No change 4,385 1,224 0.81% 0.89% 443 0 0.0% Q4 2025 Feb 17, 2026
BANK OF HAWAII History Reduced 4,368 1,219 0.06% 0.08% 444 -749 -14.64% Q4 2025 Mar 03, 2026
Tower Research Capital LLC (TRC) History Added to 4,346 1,213 0.03% 0.0% 445 +4,339 61985.71% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 4,196 1,211 0.03% 0.01% 446 +1,994 90.55% Q4 2025 Jan 26, 2026
Manchester Capital Management LLC History Reduced 4,337 1,210 0.16% 0.18% 447 -94 -2.12% Q4 2025 Feb 11, 2026
BKM Wealth Management, LLC History Added to 4,333 1,209 0.44% 0.43% 448 +368 9.28% Q4 2025 Jan 29, 2026
Autumn Glory Partners, LLC History New 4,300 1,200 0.42% 449 +4,300 New Q4 2025 Jan 27, 2026
St. Louis Trust Co History No change 4,289 1,197 0.14% 0.16% 450 0 0.0% Q4 2025 Feb 09, 2026
MEMBERS WEALTH LLC History Reduced 4,210 1,193 0.75% 0.88% 451 -526 -11.11% Q4 2025 Jan 28, 2026
Pure Financial Advisors, LLC History Reduced 4,242 1,184 0.22% 0.02% 452 -196 -4.42% Q4 2025 Mar 04, 2026
Ironwood Financial, llc History Added to 4,083 1,169 0.2% 0.2% 453 +306 8.1% Q4 2025 Jan 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 4,181 1,167 0.04% 0.04% 454 +431 11.49% Q4 2025 Feb 13, 2026
Accel Wealth Management History No change 4,178 1,166 0.32% 0.36% 455 0 0.0% Q4 2025 Jan 20, 2026
Friday Financial History Added to 4,161 1,161 0.41% 0.31% 456 +1,602 62.6% Q4 2025 Jan 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,153 1,159 0.04% 0.06% 457 -1,527 -26.88% Q4 2025 Jan 12, 2026
LM Advisors LLC History Reduced 321 1,150 0.02% 0.05% 459 -829 -72.09% Q4 2025 Feb 13, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 4,122 1,150 0.03% 0.04% 458 -185 -4.3% Q4 2025 Jan 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 4,057 1,132 0.0% 0.0% 460 +503 14.15% Q4 2025 Feb 06, 2026
CIBC WORLD MARKET INC. History Reduced 4,043 1,128 0.0% 0.0% 461 -1,574 -28.02% Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Reduced 4,024 1,123 0.26% 0.25% 462 -35 -0.86% Q4 2025 Feb 02, 2026
Total Wealth Planning, LLC History Reduced 4,016 1,120 2.4% 2.21% 463 -60,927 -93.82% Q4 2025 Feb 13, 2026
BEACON FINANCIAL PLANNING, INC History Added to 4,003 1,117 0.54% 0.61% 466 +9 0.23% Q4 2025 Jan 22, 2026
Integrated Investment Consultants, LLC History No change 4,004 1,117 0.22% 0.2% 464 0 0.0% Q4 2025 Mar 03, 2026
Heartwood Wealth Advisors LLC History No change 4,005 1,117 0.1% 0.11% 465 0 0.0% Q4 2025 Jan 12, 2026
SAWGRASS ASSET MANAGEMENT LLC History Reduced 4,000 1,116 0.14% 0.33% 467 -5,080 -55.95% Q4 2025 Feb 09, 2026
SIMON QUICK ADVISORS, LLC History Reduced 3,967 1,107 0.05% 0.06% 468 -267 -6.31% Q4 2025 Jan 29, 2026
Greenhouse Wealth Management, LLC History Added to 3,895 1,087 0.64% 0.69% 469 +1 0.03% Q4 2025 Jan 21, 2026
BlackRock, Inc. History Added to 3,889 1,085 0.0% 0.0% 471 +1,924 97.91% Q4 2025 Feb 12, 2026
Whitegate Investment Counselors, Inc. History Added to 3,889 1,085 0.34% 0.38% 470 +1 0.03% Q4 2025 Feb 10, 2026
Vise Technologies, Inc. History Added to 3,873 1,081 0.02% 0.03% 472 +758 24.33% Q4 2025 Feb 11, 2026
Mathes Company, Inc. History Reduced 3,820 1,066 0.38% 0.61% 473 -2,000 -34.36% Q4 2025 Feb 09, 2026
XML Financial, LLC History Reduced 3,813 1,064 0.09% 0.09% 474 -10 -0.26% Q4 2025 Feb 11, 2026
Clearwater Capital Advisors, LLC History Reduced 3,776 1,054 0.09% 0.1% 475 -21 -0.55% Q4 2025 Feb 09, 2026
Koshinski Asset Management, Inc. History No change 3,774 1,053 0.07% 0.07% 476 0 0.0% Q4 2025 Feb 03, 2026
JNBA Financial Advisors History Reduced 3,771 1,052 0.09% 0.1% 477 -13 -0.34% Q4 2025 Jan 26, 2026
Brooklyn Investment Group History New 3,699 1,048 0.05% 478 +3,699 New Q4 2025 Feb 12, 2026
SC&H Financial Advisors, Inc. History Added to 3,751 1,046 0.16% 0.17% 479 +129 3.56% Q4 2025 Jan 21, 2026
Nalls Sherbakoff Group, LLC History Reduced 3,734 1,042 0.75% 0.97% 480 -1,160 -23.7% Q4 2025 Mar 12, 2026
DeLarme Wealth Management, Inc. History New 3,709 1,035 0.74% 481 +3,709 New Q4 2025 Jan 26, 2026
Tannin Capital LLC History New 3,694 1,031 0.92% 482 +3,694 New Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 3,683 1,028 0.05% 0.06% 483 +53 1.46% Q4 2025 Feb 05, 2026
Spire Wealth Management History Reduced 3,643 1,016 0.03% 0.29% 484 -24,992 -87.28% Q4 2025 Jan 14, 2026
HORIZON BANCORP INC /IN/ History Reduced 3,633 1,014 0.49% 0.52% 485 -75 -2.02% Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,632 1,013 0.05% 0.05% 486 0 0.0% Q4 2025 Feb 11, 2026
Apollon Financial, LLC History Added to 3,620 1,010 0.15% 0.15% 487 +580 19.08% Q4 2025 Jan 22, 2026
EverSource Wealth Advisors, LLC History Reduced 3,616 1,009 0.04% 0.05% 488 -791 -17.95% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Added to 3,585 1,000 0.0% 0.0% 489 +2,261 170.77% Q4 2025 Feb 17, 2026
Oxinas Partners, LLC History Added to 3,545 989 0.48% 0.56% 490 +3 0.08% Q4 2025 Jan 26, 2026
Finward Bancorp History No change 3,535 986 0.77% 0.79% 491 0 0.0% Q4 2025 Jan 21, 2026
Capital Management Associates, Inc History New 3,520 982 0.22% 493 +3,520 New Q4 2025 Jan 21, 2026
Cornerstone Wealth Management, LLC History Reduced 3,519 982 0.05% 0.06% 492 -214 -5.73% Q4 2025 Feb 05, 2026
Briggs Wealth Management, Inc History New 3,508 979 1.05% 494 +3,508 New Q4 2025 Feb 19, 2026
Compound Planning, Inc. History Added to 3,485 972 0.03% 0.03% 495 +480 15.97% Q4 2025 Feb 19, 2026
Oakworth Capital, Inc. History No change 3,475 970 0.05% 0.06% 496 0 0.0% Q4 2025 Jan 30, 2026
Savvy Advisors, Inc. History Added to 3,467 967 0.03% 0.04% 497 +159 4.81% Q4 2025 Jan 20, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 3,460 965 0.21% 0.26% 498 -349 -9.16% Q4 2025 Jan 13, 2026
Gotham Asset Management, LLC History Added to 3,452 963 0.0% 0.0% 499 +520 17.74% Q4 2025 Feb 17, 2026
Smithfield Trust Co History Reduced 3,437 962 0.04% 0.05% 500 -278 -7.48% Q4 2025 Feb 09, 2026
Essex Financial Services, Inc. History Added to 3,439 960 0.05% 0.03% 501 +1,867 118.77% Q4 2025 Feb 10, 2026
Owen LaRue, LLC History Reduced 3,436 959 0.36% 0.85% 502 -3,882 -53.05% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History No change 3,394 947 0.02% 0.02% 503 0 0.0% Q4 2025 Feb 04, 2026
Certified Advisory Corp History Added to 3,387 945 0.09% 0.09% 504 +54 1.62% Q4 2025 Jan 12, 2026
SAPIENT CAPITAL LLC History Added to 3,313 934 0.01% 0.01% 505 +163 5.17% Q4 2025 Feb 05, 2026
WESBANCO BANK INC History Added to 3,332 930 0.03% 0.03% 506 +249 8.08% Q4 2025 Feb 03, 2026
First Financial Bank - Trust Division History Reduced 3,328 928 0.08% 0.08% 507 -16 -0.48% Q4 2025 Jan 02, 2026
Tempo Wealth, LLC History New 3,321 927 0.17% 508 +3,321 New Q4 2025 Feb 25, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 3,283 916 0.01% 0.01% 509 +176 5.66% Q4 2025 Feb 13, 2026
Legacy Financial Group LLC History Reduced 3,375 916 0.11% 0.13% 510 -35 -1.03% Q4 2025 Feb 05, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,262 910 0.03% 0.03% 511 0 0.0% Q4 2025 Feb 03, 2026
McNamara Financial Services, Inc. History Reduced 3,259 909 0.17% 0.18% 512 -37 -1.12% Q4 2025 Jan 21, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 3,252 907 0.0% 0.0% 513 -15 -0.46% Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History No change 3,226 900 0.03% 0.03% 514 0 0.0% Q4 2025 Jan 29, 2026
Freestone Capital Holdings, LLC History Added to 3,218 898 0.03% 0.03% 515 +300 10.28% Q4 2025 Jan 23, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 3,212 896 0.02% 0.02% 516 +140 4.56% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History No change 3,165 884 0.0% 0.0% 517 0 0.0% Q4 2025 Feb 05, 2026
NICOLET BANKSHARES INC History Added to 3,157 881 0.14% 0.05% 518 +2,144 211.65% Q4 2025 Feb 09, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Added to 3,147 878 0.2% 0.19% 519 +382 13.82% Q4 2025 Feb 13, 2026
Provident Living Financial Services, Inc. History New 3,109 867 0.85% 521 +3,109 New Q4 2025 Jan 21, 2026
FIRST MANHATTAN CO. LLC. History Added to 3,108 867 0.0% 0.0% 520 +53 1.73% Q4 2025 Feb 17, 2026
Tyche Wealth Partners LLC History Added to 3,095 863 0.14% 0.12% 522 +786 34.04% Q4 2025 Jan 23, 2026
FLAGSTAR ADVISORS INC History Reduced 3,089 862 0.29% 0.33% 523 -521 -14.43% Q4 2025 Jan 13, 2026
Gryphon Financial Partners LLC History Added to 3,091 862 0.09% 0.1% 524 +9 0.29% Q4 2025 Jan 08, 2026
Revolve Wealth Partners, LLC History No change 3,060 854 0.1% 0.11% 525 0 0.0% Q4 2025 Jan 20, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 3,022 843 0.02% 0.02% 526 -66 -2.14% Q4 2025 Jan 23, 2026
Investor's Fiduciary Advisor Network, LLC History New 3,013 841 0.18% 527 +3,013 New Q4 2025 Feb 12, 2026
Wick Capital Partners, LLC History Reduced 3,008 839 0.15% 0.21% 528 -3 -0.1% Q4 2025 Mar 02, 2026
SHERMAN PORFOLIOS, LLC History New 3,003 838 0.06% 530 +3,003 New Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 3,004 838 0.02% 0.02% 529 +46 1.56% Q4 2025 Jan 23, 2026
Plancorp, LLC History Reduced 3,002 837 0.03% 0.03% 531 -142 -4.52% Q4 2025 Feb 05, 2026
Wealth Preservation Advisors, LLC History Reduced 2,990 834 0.42% 0.51% 532 -7 -0.23% Q4 2025 Feb 23, 2026
Sowell Financial Services LLC History Reduced 2,966 828 0.03% 0.03% 533 -65 -2.14% Q4 2025 Jan 21, 2026
Modera Wealth Management, LLC History Reduced 2,964 827 0.01% 0.01% 534 -118 -3.83% Q4 2025 Jan 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 2,957 825 0.01% 0.02% 535 +10 0.34% Q4 2025 Jan 07, 2026
Founders Financial Alliance, LLC History Added to 2,917 814 0.15% 0.16% 536 +25 0.86% Q4 2025 Feb 12, 2026
CARDIFF PARK ADVISORS, LLC History Added to 2,919 814 0.07% 0.07% 537 +5 0.17% Q4 2025 Feb 17, 2026
Tudor Financial Inc. History Added to 2,916 813 0.42% 0.4% 538 +347 13.51% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 2,908 811 0.02% 0.02% 539 +124 4.45% Q4 2025 Feb 04, 2026
Signal Advisors Wealth, LLC History Added to 2,884 805 0.06% 0.07% 541 +236 8.91% Q4 2025 Jan 13, 2026
Strategic Financial Partners, Ltd. History Reduced 2,883 805 0.35% 0.39% 542 -40 -1.37% Q4 2025 Feb 11, 2026
Waterfront Wealth Inc. History No change 2,835 805 0.15% 0.17% 540 0 0.0% Q4 2025 Jan 27, 2026
Legacy Capital Wealth Partners, LLC History No change 2,882 804 0.17% 0.18% 543 0 0.0% Q4 2025 Jan 16, 2026
AVISO WEALTH MANAGEMENT History Added to 2,867 800 0.34% 0.36% 544 +90 3.24% Q4 2025 Feb 13, 2026
Anchor Investment Management, LLC History Added to 2,837 791 0.06% 0.06% 545 +319 12.67% Q4 2025 Feb 26, 2026
Burns Matteson Capital Management, LLC History Reduced 2,833 790 0.28% 0.35% 546 -195 -6.44% Q4 2025 Jan 15, 2026
Bouvel Investment Partners, LLC History Added to 2,781 776 0.22% 0.22% 547 +276 11.02% Q4 2025 Jan 23, 2026
WEDBUSH SECURITIES INC History Added to 2,764 772 0.02% 0.03% 548 +126 4.78% Q4 2025 Feb 12, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,767 772 0.05% 0.06% 549 0 0.0% Q4 2025 Jan 28, 2026
Independent Wealth Network Inc. History Reduced 2,761 770 0.24% 0.26% 550 -26 -0.93% Q4 2025 Jan 26, 2026
Bernardo Wealth Planning LLC History No change 2,720 759 0.14% 0.16% 551 0 0.0% Q4 2025 Jan 26, 2026
WORLD EQUITY GROUP, INC. History Reduced 2,715 757 0.21% 0.4% 552 -3,309 -54.93% Q4 2025 Jan 12, 2026
Sepio Capital, LP History Reduced 2,713 757 0.04% 0.05% 553 -9 -0.33% Q4 2025 Feb 12, 2026
Bridgewater Advisors Inc. History No change 2,676 756 0.05% 0.05% 554 0 0.0% Q4 2025 Jan 23, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 2,614 741 0.19% 0.21% 555 -100 -3.68% Q4 2025 Jan 26, 2026
Enclave Advisors LLC History No change 2,656 741 0.11% 0.12% 556 0 0.0% Q4 2025 Jan 14, 2026
WASHINGTON TRUST BANK History Reduced 2,624 732 0.05% 0.06% 557 -30 -1.13% Q4 2025 Feb 04, 2026
Smartleaf Asset Management LLC History Reduced 2,593 731 0.03% 0.08% 558 -1,570 -37.71% Q4 2025 Feb 13, 2026
VANCE WEALTH, LLC History Added to 2,614 729 0.22% 0.21% 559 +250 10.58% Q4 2025 Feb 17, 2026
Richmond Investment Services, LLC History Reduced 2,608 727 0.13% 0.15% 560 -222 -7.84% Q4 2025 Feb 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,601 726 0.01% 0.01% 561 0 0.0% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,593 723 0.0% 0.0% 562 +380 17.17% Q4 2025 Feb 12, 2026
NorthRock Partners, LLC History Added to 2,576 719 0.01% 0.01% 563 +566 28.16% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 2,576 719 0.01% 0.01% 564 +321 14.24% Q4 2025 Feb 11, 2026
Goelzer Investment Management, Inc. History Added to 2,567 716 0.03% 0.03% 565 +603 30.7% Q4 2025 Jan 14, 2026
Advocate Investing Services LLC History New 2,533 707 0.63% 567 +2,533 New Q4 2025 Feb 12, 2026
Strategic Financial Services, Inc. History Added to 2,582 707 0.03% 0.03% 566 +220 9.31% Q4 2025 Feb 09, 2026
AMARA FINANCIAL, LLC. History Added to 2,514 701 0.49% 0.5% 568 +184 7.9% Q4 2025 Feb 03, 2026
Advisors Capital Management, LLC History Added to 2,486 694 0.01% 0.01% 569 +173 7.48% Q4 2025 Jan 29, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 2,486 693 0.0% 0.0% 570 -58 -2.28% Q4 2025 Feb 17, 2026
Roof Eidam Maycock Peralta, LLC History No change 2,480 692 0.16% 0.18% 571 0 0.0% Q4 2025 Jan 26, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 2,472 690 0.1% 0.11% 572 +25 1.02% Q4 2025 Feb 03, 2026
Bridgewealth Advisory Group, LLC History No change 2,468 688 0.15% 0.17% 573 0 0.0% Q4 2025 Feb 04, 2026
Pinion Investment Advisors, LLC History Added to 2,448 683 0.17% 0.19% 574 +48 2.0% Q4 2025 Jan 29, 2026
Thayer Partners, LLC / MA History New 2,398 669 0.33% 577 +2,398 New Q4 2025 Feb 05, 2026
CreativeOne Wealth, LLC History Reduced 2,399 669 0.02% 0.02% 576 -981 -29.02% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History No change 2,398 669 0.02% 0.02% 575 0 0.0% Q4 2025 Jan 20, 2026
Evolution Advisers, Inc. History No change 2,389 667 0.29% 0.32% 578 0 0.0% Q4 2025 Jan 23, 2026
GWN SECURITIES INC. History Added to 2,386 666 0.13% 0.15% 579 +259 12.18% Q4 2025 Feb 11, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 2,394 660 0.25% 0.36% 580 -516 -17.73% Q4 2025 Feb 12, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 2,365 660 0.08% 0.1% 581 -276 -10.45% Q4 2025 Jan 26, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 2,343 654 0.11% 0.12% 582 -18 -0.76% Q4 2025 Jan 27, 2026
Pinnacle Bancorp, Inc. History Reduced 2,335 651 0.19% 0.21% 583 -114 -4.65% Q4 2025 Jan 22, 2026
WEST BANCORPORATION INC History Reduced 2,318 647 0.34% 0.39% 584 -49 -2.07% Q4 2025 Jan 29, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 2,310 644 0.0% 0.01% 585 -240 -9.41% Q4 2025 Jan 14, 2026
Clear Harbor Asset Management, LLC History No change 2,308 644 0.04% 0.05% 586 0 0.0% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 2,272 634 0.03% 0.04% 587 +46 2.07% Q4 2025 Jan 20, 2026
One Capital Management, LLC History Reduced 2,270 633 0.02% 0.03% 588 -457 -16.76% Q4 2025 Feb 10, 2026
Resurgent Financial Advisors LLC History Added to 2,270 633 0.32% 0.32% 589 +20 0.89% Q4 2025 Feb 12, 2026
Bank of Marin History Reduced 2,257 630 0.43% 0.48% 590 -38 -1.66% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 2,229 622 0.0% 0.0% 591 -828 -27.09% Q4 2025 Feb 13, 2026
SGL Investment Advisors, Inc. History Added to 2,336 622 0.25% 0.24% 592 +354 17.86% Q4 2025 Feb 06, 2026
Mill Creek Capital Advisors, LLC History Reduced 2,204 615 0.01% 0.01% 594 -55 -2.43% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 2,205 615 0.04% 0.04% 593 -41 -1.83% Q4 2025 Jan 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,189 611 0.0% 595 +2,189 New Q4 2025 Feb 13, 2026
Legacy Wealth Partners, LLC History New 2,163 603 0.16% 596 +2,163 New Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 2,160 602 0.0% 0.0% 597 +79 3.8% Q4 2025 Feb 09, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 2,158 602 0.03% 0.03% 598 +3 0.14% Q4 2025 Jan 21, 2026
CROBAN History Reduced 2,131 594 0.29% 0.52% 599 -501 -19.03% Q4 2025 Feb 13, 2026
WP Advisors, LLC History Added to 2,107 588 0.15% 0.16% 600 +7 0.33% Q4 2025 Jan 28, 2026
Powell Investment Advisors, LLC History No change 2,109 588 0.2% 0.22% 601 0 0.0% Q4 2025 Feb 09, 2026
EWA, LLC History No change 2,104 587 0.14% 0.17% 602 0 0.0% Q4 2025 Feb 03, 2026
Gladstone Institutional Advisory LLC History Reduced 2,095 585 0.02% 0.02% 603 -13 -0.62% Q4 2025 Feb 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 2,098 585 0.06% 0.06% 604 0 0.0% Q4 2025 Jan 22, 2026
Merited Wealth, LLC History New 2,093 584 0.54% 606 +2,093 New Q4 2025 Mar 26, 2026
Trilogy Capital Inc. History Reduced 2,094 584 0.03% 0.03% 605 -21 -0.99% Q4 2025 Jan 22, 2026
Empower Advisory Group, LLC History Added to 2,083 581 0.0% 0.0% 607 +843 67.98% Q4 2025 Feb 12, 2026
FWG Investments, LLC. History Added to 2,071 578 0.37% 0.15% 608 +1,309 171.78% Q4 2025 Jan 28, 2026
Petix & Botte Co History Reduced 2,058 574 0.13% 0.14% 609 -78 -3.65% Q4 2025 Feb 05, 2026
Axecap Investments, LLC History New 2,053 573 0.35% 610 +2,053 New Q4 2025 Jan 29, 2026
Cypress Wealth Services, LLC History New 2,042 570 0.08% 611 +2,042 New Q4 2025 Jan 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,039 569 0.04% 0.04% 612 0 0.0% Q4 2025 Feb 12, 2026
Keystone Financial Services, LLC History Reduced 2,038 568 0.39% 0.43% 613 -48 -2.3% Q4 2025 Jan 27, 2026
Collaborative Wealth Managment Inc. History New 2,029 566 0.2% 614 +2,029 New Q4 2025 Feb 09, 2026
Wilkerson Advisory Group LLC History New 2,000 558 0.2% 615 +2,000 New Q4 2025 Feb 13, 2026
Golden State Equity Partners History New 1,999 557 0.09% 616 +1,999 New Q4 2025 Jan 29, 2026
Smith Asset Management Co., LLC History Reduced 1,993 556 0.46% 0.5% 617 -14 -0.7% Q4 2025 Feb 19, 2026
Stratos Investment Management, LLC History Reduced 1,968 549 0.02% 0.02% 618 -3 -0.15% Q4 2025 Jan 20, 2026
DDFG, Inc History Reduced 1,963 548 0.12% 0.13% 621 -9 -0.46% Q4 2025 Jan 08, 2026
DAVIS R M INC History No change 1,965 548 0.01% 0.01% 619 0 0.0% Q4 2025 Feb 12, 2026
Rehmann Capital Advisory Group History No change 1,966 548 0.03% 0.03% 620 0 0.0% Q4 2025 Mar 04, 2026
FDx Advisors, Inc. History Reduced 1,949 544 0.28% 0.17% 622 -12 -0.61% Q4 2025 Feb 10, 2026
Bishop & Co Investment Management, LLC History No change 1,952 544 0.18% 0.19% 623 0 0.0% Q4 2025 Jan 21, 2026
Meeder Advisory Services, Inc. History Added to 1,928 538 0.02% 0.03% 624 +44 2.34% Q4 2025 Feb 11, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 1,903 531 0.15% 0.12% 625 +498 35.44% Q4 2025 Feb 12, 2026
MCF Advisors LLC History Added to 1,899 530 0.03% 0.03% 626 +118 6.63% Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,874 523 0.01% 0.01% 627 +600 47.1% Q4 2025 Jan 27, 2026
F/m Investments LLC History No change 1,862 519 0.02% 0.02% 628 0 0.0% Q4 2025 Feb 03, 2026
Meridian Wealth Advisors, LLC History Added to 1,855 517 0.07% 0.08% 629 +1 0.05% Q4 2025 Feb 17, 2026
J HAGAN CAPITAL, INC. History Reduced 1,849 516 0.29% 1.21% 631 -4,979 -72.92% Q4 2025 Feb 17, 2026
AssuredPartners Investment Advisors, LLC History New 1,851 516 0.08% 630 +1,851 New Q4 2025 Feb 03, 2026
WILLNER & HELLER, LLC History Reduced 1,846 515 0.37% 0.46% 633 -216 -10.48% Q4 2025 Jan 12, 2026
HUB Investment Partners, LLC History No change 1,847 515 0.01% 0.02% 632 0 0.0% Q4 2025 Feb 17, 2026
ICONIQ Capital, LLC History No change 1,840 513 0.01% 0.01% 634 0 0.0% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 1,835 512 0.0% 0.0% 635 +92 5.28% Q4 2025 Feb 12, 2026
Howard Capital Management Inc. History New 1,828 510 0.01% 636 +1,828 New Q4 2025 Jan 23, 2026
Milestone Investment Advisors LLC History Reduced 1,828 510 0.12% 0.14% 637 -115 -5.92% Q4 2025 Feb 11, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Added to 1,826 509 0.21% 0.23% 638 +1 0.05% Q4 2025 Feb 04, 2026
Triton Wealth Management, PLLC History Reduced 1,873 507 0.19% 0.21% 639 -2 -0.11% Q4 2025 Feb 05, 2026
Financial Freedom, LLC History Added to 1,820 507 0.25% 0.27% 640 +1 0.05% Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History Added to 1,812 505 0.09% 0.1% 641 +1 0.06% Q4 2025 Jan 07, 2026
Archford Capital Strategies, LLC History No change 1,804 503 0.06% 0.06% 642 0 0.0% Q4 2025 Jan 15, 2026
SeaCrest Wealth Management, LLC History Reduced 1,748 499 0.05% 0.06% 643 -65 -3.59% Q4 2025 Jan 12, 2026
Passive Capital Management, LLC. History No change 1,789 499 0.16% 0.17% 644 0 0.0% Q4 2025 Feb 05, 2026
Prime Capital Investment Advisors, LLC History Added to 1,787 498 0.01% 0.01% 645 +38 2.17% Q4 2025 Jan 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 1,776 495 0.01% 0.01% 646 -12 -0.67% Q4 2025 Feb 09, 2026
StoneX Group Inc. History Reduced 1,763 492 0.02% 0.05% 647 -2,210 -55.63% Q4 2025 Feb 12, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 1,760 491 0.18% 0.21% 648 -87 -4.71% Q4 2025 Jan 27, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,757 490 0.03% 0.02% 649 +364 26.13% Q4 2025 Jan 14, 2026
Ledyard National Bank History Reduced 1,751 488 0.04% 0.05% 650 -52 -2.88% Q4 2025 Jan 21, 2026
Old North State Wealth Management, LLC History Reduced 1,746 488 0.23% 0.24% 651 -14 -0.8% Q4 2025 Jan 23, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History No change 1,739 485 0.24% 0.25% 652 0 0.0% Q4 2025 Feb 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 1,731 483 0.17% 0.18% 653 -9 -0.52% Q4 2025 Jan 21, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 1,730 482 0.03% 0.1% 654 -4,049 -70.06% Q4 2025 Jan 20, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 1,729 482 0.05% 0.06% 655 -52 -2.92% Q4 2025 Jan 28, 2026
DEARBORN PARTNERS LLC History No change 1,721 480 0.02% 0.02% 656 0 0.0% Q4 2025 Feb 11, 2026
Peterson Wealth Advisors, LLC History Added to 1,702 475 0.06% 0.05% 657 +603 54.87% Q4 2025 Jan 09, 2026
Curi Capital, LLC History Reduced 1,689 471 0.01% 0.01% 658 -200 -10.59% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History No change 1,688 471 0.03% 0.04% 659 0 0.0% Q4 2025 Jan 28, 2026
Rockbridge Investment Management, LCC History Reduced 1,682 469 0.04% 0.05% 660 -15 -0.88% Q4 2025 Feb 04, 2026
Everstar Asset Management, LLC History No change 1,670 466 0.25% 0.28% 661 0 0.0% Q4 2025 Feb 05, 2026
UNIVEST FINANCIAL Corp History Added to 1,662 463 0.02% 0.03% 662 +3 0.18% Q4 2025 Feb 04, 2026
Aaron Wealth Advisors LLC History No change 1,651 460 0.03% 0.03% 663 0 0.0% Q4 2025 Jan 21, 2026
GEN Financial Management, INC. History No change 1,640 457 0.29% 0.41% 664 0 0.0% Q4 2025 Jan 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 1,628 454 0.01% 0.02% 665 -3,676 -69.31% Q4 2025 Feb 10, 2026
TECTONIC ADVISORS LLC History Added to 1,595 445 0.02% 0.02% 666 +235 17.28% Q4 2025 Jan 23, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,590 443 0.21% 0.23% 667 0 0.0% Q4 2025 Feb 05, 2026
RFG Advisory, LLC History Added to 1,587 442 0.01% 0.01% 669 +101 6.8% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History Reduced 1,585 442 0.04% 0.04% 668 -65 -3.94% Q4 2025 Jan 26, 2026
BEACON FINANCIAL GROUP History New 1,566 437 0.04% 670 +1,566 New Q4 2025 Apr 01, 2026
KLCM Advisors, Inc. History New 1,564 436 0.04% 671 +1,564 New Q4 2025 Feb 04, 2026
Integrated Advisors Network LLC History No change 1,559 435 0.02% 0.02% 672 0 0.0% Q4 2025 Feb 17, 2026
WRAPMANAGER INC History Reduced 1,556 434 0.15% 0.18% 673 -487 -23.84% Q4 2025 Feb 06, 2026
49 WEALTH MANAGEMENT, LLC History Added to 1,544 430 0.03% 0.04% 676 +39 2.59% Q4 2025 Feb 04, 2026
Russell Investments Group, Ltd. History Added to 1,543 430 0.0% 0.0% 675 +7 0.46% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 1,544 430 0.02% 0.02% 674 0 0.0% Q4 2025 Feb 09, 2026
CAPITAL INSIGHT PARTNERS, LLC History New 1,532 427 0.09% 677 +1,532 New Q4 2025 Feb 17, 2026
Creekside Partners History Added to 1,511 421 0.18% 0.19% 678 +4 0.27% Q4 2025 Feb 13, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 1,504 419 0.06% 679 +1,504 New Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 1,503 419 0.01% 0.0% 680 +673 81.08% Q4 2025 Jan 26, 2026
BLB&B Advisors, LLC History Added to 1,504 419 0.02% 0.02% 681 +271 21.98% Q4 2025 Jan 26, 2026
Reynders McVeigh Capital Management, LLC History No change 1,500 419 0.02% 0.02% 682 0 0.0% Q4 2025 Feb 02, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,500 418 0.09% 0.09% 683 0 0.0% Q4 2025 Jan 27, 2026
RFG HOLDINGS, INC. History Added to 1,494 417 0.1% 0.11% 684 +5 0.34% Q4 2025 Jan 23, 2026
Vestmark Advisory Solutions, Inc. History New 1,488 415 0.01% 685 +1,488 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 1,488 415 0.02% 686 +1,488 New Q4 2025 Feb 12, 2026
MOLLER WEALTH PARTNERS History Reduced 1,482 413 0.09% 0.2% 687 -1,794 -54.76% Q4 2025 Jan 08, 2026
Morton Brown Family Wealth, LLC History Reduced 1,480 413 0.11% 0.15% 688 -277 -15.77% Q4 2025 Jan 28, 2026
Madison Park Capital Advisors, LLC History Added to 1,481 413 0.34% 0.36% 689 +5 0.34% Q4 2025 Jan 20, 2026
LAKE STREET PRIVATE WEALTH, LLC History No change 1,478 412 0.05% 0.06% 690 0 0.0% Q4 2025 Jan 07, 2026
Acropolis Investment Management, LLC History Added to 1,475 411 0.02% 0.02% 691 +52 3.65% Q4 2025 Jan 14, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,467 410 0.02% 0.02% 692 -114 -7.21% Q4 2025 Feb 13, 2026
Intelligence Driven Advisers, LLC History Reduced 1,466 409 0.06% 0.06% 693 -43 -2.85% Q4 2025 Jan 23, 2026
Freedom Investment Management, Inc. History Reduced 1,430 399 0.12% 0.2% 694 -1,109 -43.68% Q4 2025 Feb 06, 2026
Copia Wealth Management History Reduced 1,432 399 0.29% 0.32% 695 -12 -0.83% Q4 2025 Feb 06, 2026
D. E. Shaw & Co., Inc. History No change 1,424 397 0.0% 0.0% 696 0 0.0% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 1,391 388 0.02% 697 +1,391 New Q4 2025 Feb 10, 2026
Paulson Wealth Management Inc. History Reduced 1,387 387 0.09% 0.13% 698 -550 -28.39% Q4 2025 Feb 05, 2026
Noble Wealth Management PBC History No change 1,375 383 0.19% 0.21% 699 0 0.0% Q4 2025 Jan 05, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 1,351 381 0.03% 0.03% 700 +13 0.97% Q4 2025 Jan 15, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,358 379 0.03% 701 +1,358 New Q4 2025 Feb 03, 2026
Kovack Advisors, Inc. History New 1,355 378 0.02% 702 +1,355 New Q4 2025 Feb 17, 2026
Lodestone Wealth Management LLC History Added to 1,356 378 0.15% 0.18% 703 +25 1.88% Q4 2025 Jan 15, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 1,356 378 0.11% 0.12% 704 0 0.0% Q4 2025 Feb 11, 2026
Haverford Trust Co History No change 1,339 373 0.0% 0.0% 705 0 0.0% Q4 2025 Feb 13, 2026
Sara-Bay Financial History Added to 1,313 370 0.11% 0.09% 706 +182 16.09% Q4 2025 Jan 20, 2026
CHAPIN DAVIS, INC. History No change 1,321 368 0.09% 0.1% 707 0 0.0% Q4 2025 Jan 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 1,316 367 0.02% 0.02% 708 +5 0.38% Q4 2025 Jan 13, 2026
Partners in Financial Planning History Reduced 1,313 366 0.06% 0.07% 710 -66 -4.79% Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 1,310 366 0.0% 0.01% 709 -65 -4.73% Q4 2025 Feb 10, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 1,310 365 0.04% 0.05% 711 -89 -6.36% Q4 2025 Feb 13, 2026
Patten Group, Inc. History Reduced 1,300 362 0.07% 0.09% 712 -210 -13.91% Q4 2025 Jan 23, 2026
M&T BANK CORP History Added to 1,296 361 0.0% 0.0% 713 +295 29.47% Q4 2025 Jan 30, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 1,295 361 0.01% 0.01% 714 -122 -8.61% Q4 2025 Feb 05, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 1,292 360 0.01% 0.01% 715 -775 -37.49% Q4 2025 Feb 05, 2026
Continuum Advisory, LLC History Added to 1,293 360 0.04% 0.04% 716 +130 11.18% Q4 2025 Feb 11, 2026
Wealthspire Retirement, LLC History Added to 1,293 360 0.02% 0.02% 717 +34 2.7% Q4 2025 Feb 18, 2026
Klingman & Associates, LLC History No change 1,288 359 0.02% 0.02% 718 0 0.0% Q4 2025 Jan 29, 2026
AIMZ Investment Advisors, LLC History New 1,285 358 0.1% 720 +1,285 New Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 1,281 358 0.02% 0.05% 719 -1,240 -49.19% Q4 2025 Feb 13, 2026
Caldwell Trust Co History Added to 1,281 357 0.03% 0.03% 721 +54 4.4% Q4 2025 Jan 30, 2026
CALTON & ASSOCIATES, INC. History No change 1,278 356 0.05% 0.06% 722 0 0.0% Q4 2025 Feb 10, 2026
Pacific Excel Wealth Advisors, Inc. History New 1,253 349 0.66% 725 +1,253 New Q4 2025 Feb 18, 2026
HSBC HOLDINGS PLC History New 1,252 349 0.0% 723 +1,252 New Q4 2025 Mar 20, 2026
Duncan Williams Asset Management, LLC History Added to 1,287 349 0.09% 0.11% 724 +4 0.31% Q4 2025 Feb 05, 2026
Leading Edge Financial Planning LLC History Reduced 1,249 348 0.08% 0.53% 726 -5,973 -82.71% Q4 2025 Jan 21, 2026
Wells Financial Advisors INC History Reduced 1,246 347 0.66% 0.53% 727 -95 -7.08% Q4 2025 Feb 02, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 1,242 346 0.11% 0.13% 728 -123 -9.01% Q4 2025 Jan 27, 2026
Asset Dedication, LLC History No change 1,238 345 0.02% 0.02% 729 0 0.0% Q4 2025 Jan 26, 2026
Dorsey & Whitney Trust CO LLC History Added to 1,219 340 0.02% 0.02% 730 +132 12.14% Q4 2025 Feb 11, 2026
BLALOCK WILLIAMS, LLC History Reduced 1,218 339 0.27% 0.42% 731 -412 -25.28% Q4 2025 Feb 02, 2026
Summit Financial, LLC History New 1,214 338 0.0% 732 +1,214 New Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 1,213 338 0.0% 0.0% 734 +283 30.43% Q4 2025 Feb 02, 2026
New Hampshire Trust History No change 1,212 338 0.07% 0.07% 733 0 0.0% Q4 2025 Jan 29, 2026
Balboa Wealth Partners History Reduced 1,197 334 0.06% 0.13% 736 -1,385 -53.64% Q4 2025 Jan 16, 2026
Wilson & Boucher Capital Management, LLC History No change 1,200 334 0.22% 0.23% 735 0 0.0% Q4 2025 Feb 05, 2026
LWM ADVISORS INC History No change 1,182 329 0.29% 0.31% 737 0 0.0% Q4 2025 Jan 09, 2026
KEYVANTAGE WEALTH, LLC History Reduced 1,176 328 0.14% 0.16% 739 -86 -6.81% Q4 2025 Feb 10, 2026
CM WEALTH ADVISORS LLC History No change 1,177 328 0.07% 0.09% 738 0 0.0% Q4 2025 Jan 26, 2026
Artesa Financial Group, LLC History New 1,173 327 0.34% 743 +1,173 New Q4 2025 Feb 11, 2026
CULBERTSON A N & CO INC History Reduced 1,175 327 0.04% 0.05% 741 -5 -0.42% Q4 2025 Jan 21, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,175 327 0.01% 0.01% 740 0 0.0% Q4 2025 Feb 13, 2026
Independent Solutions Wealth Management, LLC History No change 1,172 327 0.06% 0.06% 742 0 0.0% Q4 2025 Feb 05, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 1,145 319 0.3% 747 +1,145 New Q4 2025 Feb 05, 2026
Refined Wealth Management History New 1,143 319 0.21% 744 +1,143 New Q4 2025 Jan 15, 2026
Taylor & Morgan Wealth Management, LLC History Added to 1,143 319 0.18% 0.2% 745 +56 5.15% Q4 2025 Jan 16, 2026
Scott Capital Advisors, LLC History No change 1,144 319 0.07% 0.08% 746 0 0.0% Q4 2025 Jan 12, 2026
NWF Advisory Services Inc. History Reduced 1,140 318 0.04% 0.04% 748 -144 -11.21% Q4 2025 Mar 03, 2026
FIDUCIARY TRUST CO History Reduced 1,131 315 0.0% 0.0% 749 -63 -5.28% Q4 2025 Feb 13, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 1,121 313 0.09% 0.13% 751 -348 -23.69% Q4 2025 Feb 10, 2026
UNIQUE WEALTH, LLC History Added to 1,122 313 0.04% 0.04% 750 +262 30.47% Q4 2025 Jan 06, 2026
Argent Advisors, Inc. History No change 1,120 312 0.09% 0.1% 752 0 0.0% Q4 2025 Feb 11, 2026
Headland Capital, LLC History No change 1,119 312 0.09% 0.09% 753 0 0.0% Q4 2025 Jan 28, 2026
American Trust History Reduced 1,116 311 0.03% 0.03% 755 -39 -3.38% Q4 2025 Feb 17, 2026
GoalVest Advisory LLC History No change 1,117 311 0.06% 0.07% 754 0 0.0% Q4 2025 Jan 05, 2026
Zhang Financial LLC History Added to 1,111 310 0.01% 0.01% 756 +1 0.09% Q4 2025 Feb 10, 2026
Gallacher Capital Management LLC History No change 1,111 310 0.12% 0.13% 757 0 0.0% Q4 2025 Feb 03, 2026
Auxano Advisors, LLC History Added to 1,105 308 0.06% 0.05% 759 +309 38.82% Q4 2025 Feb 06, 2026
MBL Wealth, LLC History Reduced 1,105 308 0.02% 0.03% 760 -8 -0.72% Q4 2025 Jan 21, 2026
Schneider Downs Wealth Management Advisors, LP History No change 1,105 308 0.03% 0.04% 758 0 0.0% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 1,099 306 0.01% 0.02% 761 +37 3.48% Q4 2025 Jan 26, 2026
Argentarii, LLC History Reduced 1,096 305 0.1% 0.14% 762 -87 -7.35% Q4 2025 Jan 13, 2026
Soltis Investment Advisors LLC History Added to 1,089 303 0.02% 0.02% 763 +216 24.74% Q4 2025 Apr 02, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 1,086 303 0.1% 0.2% 764 +9 0.84% Q4 2025 Jan 22, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History New 1,082 302 0.02% 765 +1,082 New Q4 2025 Feb 10, 2026
L. Roy Papp & Associates, LLP History Reduced 1,077 300 0.03% 0.07% 766 -1,123 -51.05% Q4 2025 Jan 28, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Reduced 1,075 300 0.19% 0.22% 767 -75 -6.52% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Reduced 1,074 299 0.02% 0.03% 769 -620 -36.6% Q4 2025 Jan 30, 2026
BOK Financial Private Wealth, Inc. History Added to 1,074 299 0.02% 0.02% 768 +119 12.46% Q4 2025 Feb 06, 2026
Snider Financial Group History Reduced 1,061 296 0.08% 0.09% 770 -63 -5.6% Q4 2025 Jan 21, 2026
SMITH, MOORE & CO. History Added to 1,050 292 0.02% 0.02% 771 +40 3.96% Q4 2025 Jan 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,047 292 0.0% 0.0% 772 -7 -0.66% Q4 2025 Feb 09, 2026
Kendall Capital Management History No change 1,041 290 0.06% 0.07% 773 0 0.0% Q4 2025 Jan 16, 2026
Larson Financial Group LLC History Added to 1,037 289 0.01% 0.01% 774 +213 25.85% Q4 2025 Feb 06, 2026
MOR Wealth Management, LLC History New 1,032 288 0.13% 776 +1,032 New Q4 2025 Jan 15, 2026
CPA Asset Management Group, LLC History No change 1,032 288 0.1% 0.12% 775 0 0.0% Q4 2025 Jan 13, 2026
STAGE HARBOR FINANCIAL, LLC History No change 1,015 283 0.19% 0.22% 777 0 0.0% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History New 1,012 282 0.0% 778 +1,012 New Q4 2025 Feb 17, 2026
Redmond Asset Management, LLC History No change 1,013 282 0.07% 0.07% 779 0 0.0% Q4 2025 Feb 09, 2026
Beacon Financial Advisory LLC History New 1,007 281 0.07% 781 +1,007 New Q4 2025 Feb 17, 2026
New England Private Wealth Advisors LLC History No change 1,007 281 0.03% 0.04% 780 0 0.0% Q4 2025 Feb 13, 2026
S.A. Mason LLC History No change 1,000 279 0.11% 0.13% 782 0 0.0% Q4 2025 Jan 29, 2026
City State Bank History No change 1,002 279 0.08% 0.08% 783 0 0.0% Q4 2025 Jan 28, 2026
WealthBridge Capital Management, LLC History No change 997 278 0.06% 0.07% 784 0 0.0% Q4 2025 Jan 21, 2026
Long Island Wealth Management, Inc. History No change 996 278 0.13% 0.14% 785 0 0.0% Q4 2025 Jan 21, 2026
William Mack & Associates, Inc. History No change 999 278 0.13% 0.16% 786 0 0.0% Q4 2025 Feb 09, 2026
Castle Rock Wealth Management, LLC History Added to 1,022 276 0.06% 0.07% 787 +2 0.2% Q4 2025 Feb 05, 2026
Accredited Investors Inc. History No change 982 274 0.01% 0.02% 788 0 0.0% Q4 2025 Feb 05, 2026
Garden State Investment Advisory Services LLC History No change 981 274 0.06% 0.06% 789 0 0.0% Q4 2025 Feb 17, 2026
Forum Financial Management, LP History No change 980 273 0.0% 0.0% 790 0 0.0% Q4 2025 Jan 27, 2026
WATERS PARKERSON & CO., LLC History New 976 272 0.01% 791 +976 New Q4 2025 Feb 12, 2026
Martel Wealth Advisors Inc History No change 975 272 0.05% 0.05% 792 0 0.0% Q4 2025 Jan 21, 2026
Evernest Financial Advisors, LLC History No change 979 270 0.06% 0.08% 793 0 0.0% Q4 2025 Feb 13, 2026
Sicart Associates LLC History No change 965 269 0.07% 0.08% 794 0 0.0% Q4 2025 Jan 14, 2026
Galvin, Gaustad & Stein, LLC History No change 960 267 0.02% 0.02% 795 0 0.0% Q4 2025 Jan 23, 2026
Daviman Financial, LLC History New 955 266 0.16% 796 +955 New Q4 2025 Feb 06, 2026
Legacy Wealth Managment, LLC/ID History Added to 947 264 0.13% 0.01% 797 +904 2102.33% Q4 2025 Feb 03, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 947 264 0.16% 0.18% 798 -5 -0.53% Q4 2025 Jan 20, 2026
Strategic Blueprint, LLC History Added to 944 263 0.02% 0.01% 799 +30 3.28% Q4 2025 Jan 30, 2026
Columbus Macro, LLC History No change 936 261 0.03% 0.03% 800 0 0.0% Q4 2025 Jan 15, 2026