VANGUARD MALVERN FUNDS - VTIP

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
JPMORGAN CHASE & CO History Added to 30,130,365 1,490,247 0.09% 0.09% 1 +1,435,208 5.0% Q4 2025 Feb 11, 2026
LPL Financial LLC History Added to 18,490,336 914,531 0.25% 0.26% 2 +1,039,578 5.96% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 10,366,837 512,743 0.06% 0.05% 3 +1,877,940 22.12% Q4 2025 Mar 25, 2026
SEI INVESTMENTS CO History Added to 9,719,014 480,702 0.47% 0.47% 4 +1,134,562 13.22% Q4 2025 Feb 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 6,908,129 341,676 5.26% 4.59% 5 +1,950,826 39.35% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 6,716,272 332,186 4.09% 4.19% 6 +314,697 4.92% Q4 2025 Jan 26, 2026
FMR LLC History Reduced 5,091,855 251,843 0.01% 0.01% 7 -108,021 -2.08% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 4,899,017 242,305 0.01% 0.01% 8 +631,102 14.79% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,653,452 230,159 4.1% 4.36% 9 +352,889 8.21% Q4 2025 Jan 16, 2026
Focus Partners Wealth History Added to 4,254,717 210,438 0.24% 0.29% 10 +669,831 18.68% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 4,191,463 207,309 1.65% 2.01% 11 -3,396,021 -44.76% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,847,525 190,298 0.06% 0.06% 12 -25,419 -0.66% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,696,831 182,845 0.01% 0.01% 13 -109,357 -2.87% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 3,633,423 179,709 0.4% 0.09% 14 +2,900,809 395.95% Q4 2025 Jan 30, 2026
Savant Capital, LLC History Added to 3,594,862 177,801 1.01% 1.05% 15 +173,875 5.08% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 2,726,718 134,863 0.15% 0.15% 16 +169,575 6.63% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Added to 2,134,259 105,560 0.02% 0.02% 17 +82,182 4.0% Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History Added to 2,087,310 103,238 4.98% 4.55% 18 +307,650 17.29% Q4 2025 Jan 29, 2026
ALESCO ADVISORS LLC History Added to 2,038,807 100,839 2.61% 2.67% 19 +92,152 4.73% Q4 2025 Jan 28, 2026
EVOKE WEALTH, LLC History Added to 1,865,321 92,258 1.72% 1.26% 20 +631,583 51.19% Q4 2025 Feb 06, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 1,821,477 90,090 16.46% 16.46% 21 +98,628 5.72% Q4 2025 Feb 09, 2026
SATOVSKY ASSET MANAGEMENT LLC History Added to 1,655,868 81,899 15.87% 16.13% 22 +59,489 3.73% Q4 2025 Feb 13, 2026
BOK Financial Private Wealth, Inc. History Added to 1,573,390 77,819 4.76% 4.66% 23 +109,570 7.49% Q4 2025 Feb 06, 2026
Betterment LLC History Reduced 1,555,395 76,930 0.15% 0.16% 24 -83,443 -5.09% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History New 1,478,676 73,135 0.08% — 25 +1,478,676 New Q4 2025 Feb 17, 2026
True Link Financial Advisors, LLC History Added to 1,452,626 71,846 4.36% 4.43% 26 +92,296 6.78% Q4 2025 Jan 29, 2026
FIRST INTERSTATE BANK History New 1,376,014 68,057 3.65% — 27 +1,376,014 New Q4 2025 Jan 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,194,460 59,077 0.01% 0.01% 28 +31,399 2.7% Q4 2025 Feb 13, 2026
Fund Evaluation Group, LLC History Reduced 1,183,741 58,547 1.94% 2.19% 29 -10,383 -0.87% Q4 2025 Feb 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,101,118 54,461 0.67% 2.14% 30 -2,642,625 -70.59% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 1,041,217 51,498 0.01% 0.01% 31 -45,994 -4.23% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,031,922 51,038 0.03% 0.04% 32 -26,269 -2.48% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 1,027,588 50,824 0.1% 0.09% 33 +177,863 20.93% Q4 2025 Jan 23, 2026
Bank of New York Mellon Corp History Reduced 958,044 47,384 0.01% 0.01% 34 -12,956 -1.33% Q4 2025 Feb 10, 2026
Garde Capital, Inc. History Added to 923,594 45,680 2.71% 2.04% 35 +95,456 11.53% Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History Added to 920,002 45,503 0.79% 1.02% 36 +54,500 6.3% Q4 2025 Feb 09, 2026
OSAIC HOLDINGS, INC. History Reduced 908,542 44,938 0.07% 0.07% 37 -12,419 -1.35% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 906,209 44,821 0.05% 0.05% 38 +27,561 3.14% Q4 2025 Feb 17, 2026
Strategic Financial Services, Inc. History Added to 829,148 41,208 1.9% 1.98% 39 +51,618 6.64% Q4 2025 Feb 09, 2026
RAYMOND JAMES FINANCIAL INC History Added to 793,536 39,248 0.01% 0.01% 40 +63,804 8.74% Q4 2025 Feb 18, 2026
Adventist Health System/ West History No change 766,010 37,886 6.37% 6.32% 41 0 0.0% Q4 2025 Feb 18, 2026
TRUST CO OF VERMONT History Added to 732,514 36,230 1.51% 0.99% 42 +282,208 62.67% Q4 2025 Jan 16, 2026
Efficient Advisors, LLC History Added to 713,174 35,273 2.06% 1.98% 43 +20,070 2.9% Q4 2025 Jan 21, 2026
MOLLER WEALTH PARTNERS History Added to 709,958 35,114 7.35% 7.42% 44 +7,377 1.05% Q4 2025 Jan 08, 2026
Beacon Capital Management, Inc. History Reduced 703,402 34,790 1.86% 2.08% 45 -157,979 -18.34% Q4 2025 Feb 12, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 681,588 33,711 6.1% 5.76% 46 +77,357 12.8% Q4 2025 Jan 14, 2026
Pacific Sage Partners, LLC History Added to 680,517 33,658 5.33% 5.2% 47 +66,465 10.82% Q4 2025 Jan 16, 2026
Cornerstone National Bank & Trust Co History Added to 678,525 33,559 13.39% 13.37% 48 +31,135 4.81% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 669,149 33,096 0.05% 0.0% 49 +607,586 986.93% Q4 2025 Mar 09, 2026
Marotta Asset Management History Added to 656,977 32,494 6.02% 6.03% 50 +16,477 2.57% Q4 2025 Jan 07, 2026
Cerity Partners LLC History Reduced 644,577 31,880 0.05% 0.05% 51 -6,424 -0.99% Q4 2025 Feb 11, 2026
ALTFEST L J & CO INC History Reduced 624,486 30,887 3.38% 3.62% 52 -15,683 -2.45% Q4 2025 Jan 23, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Added to 623,127 30,819 19.88% 19.99% 53 +23,948 4.0% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 622,992 30,812 0.01% — 54 +622,992 New Q4 2025 Feb 17, 2026
Financial Plan, Inc. History New 592,384 29,299 3.36% — 55 +592,384 New Q4 2025 Jan 28, 2026
Greystone Financial Group, LLC History Reduced 581,891 28,780 4.49% 4.65% 56 -10,252 -1.73% Q4 2025 Jan 27, 2026
Stratos Investment Management, LLC History Added to 579,285 28,651 1.15% 1.14% 57 +32,708 5.98% Q4 2025 Jan 20, 2026
FINANCIAL CONSULATE, INC History Added to 557,604 27,579 3.77% 3.53% 58 +64,482 13.08% Q4 2025 Jan 22, 2026
3EDGE Asset Management, LP History Added to 554,367 27,424 1.42% 1.02% 59 +195,679 54.55% Q4 2025 Feb 06, 2026
BAILARD, INC. History New 538,707 26,644 0.59% — 60 +538,707 New Q4 2025 Feb 04, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 524,963 26,023 0.18% 0.16% 61 +104,379 24.82% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 522,421 25,838 0.13% — 62 +522,421 New Q4 2025 Feb 18, 2026
DEFINE FINANCIAL, LLC History Added to 510,398 25,244 14.31% 13.46% 63 +67,335 15.2% Q4 2025 Jan 13, 2026
Fiduciary Planning LLC History Added to 502,499 24,853 7.54% 7.68% 64 +6,300 1.27% Q4 2025 Jan 22, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 497,737 24,618 3.87% 3.73% 65 +51,178 11.46% Q4 2025 Jan 14, 2026
AMERIPRISE FINANCIAL INC History Reduced 489,631 24,218 0.01% 0.01% 66 -12,022 -2.4% Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History Added to 485,546 24,015 2.25% 2.23% 67 +27,838 6.08% Q4 2025 Jan 23, 2026
Arlington Financial Advisors, LLC History Reduced 463,471 22,923 3.28% 4.02% 68 -76,538 -14.17% Q4 2025 Jan 12, 2026
Alaska Permanent Capital Management, LLC History Reduced 437,746 21,642 1.64% 1.64% 69 -2,360 -0.54% Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 433,954 21,463 0.36% 0.19% 70 +201,544 86.72% Q4 2025 Feb 10, 2026
Whelan Financial History Added to 433,770 21,454 6.7% 6.74% 71 +13,487 3.21% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Added to 430,933 21,313 0.15% 0.13% 72 +123,793 40.31% Q4 2025 Feb 18, 2026
Sellwood Investment Partners LLC History Added to 425,432 21,041 8.22% 7.28% 73 +64,222 17.78% Q4 2025 Jan 26, 2026
ProVise Management Group, LLC History Added to 412,997 20,426 1.45% 1.52% 74 +6,158 1.51% Q4 2025 Jan 29, 2026
Fairway Wealth LLC History Reduced 1,103,967 20,315 5.48% 5.67% 75 -5,220 -0.47% Q4 2025 Jan 28, 2026
VAN STRUM & TOWNE INC. History Reduced 410,410 20,298 5.68% 6.6% 76 -33,087 -7.46% Q4 2025 Feb 03, 2026
Addison Advisors LLC History Added to 405,650 20,063 4.51% 4.25% 77 +43,917 12.14% Q4 2025 Feb 06, 2026
Brickley Wealth Management History Added to 404,963 20,029 3.38% 3.53% 78 +5,480 1.37% Q4 2025 Jan 29, 2026
Apella Capital, LLC History Added to 403,232 19,943 0.39% 0.44% 79 +8,141 2.06% Q4 2025 Jan 21, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History Added to 398,329 19,701 15.42% 15.4% 80 +12,803 3.32% Q4 2025 Jan 27, 2026
Beaird Harris Wealth Management, LLC History Reduced 396,529 19,612 1.35% 2.27% 81 -236,563 -37.37% Q4 2025 Feb 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 385,647 19,074 0.03% 0.02% 82 +59,809 18.36% Q4 2025 Feb 12, 2026
Deane Retirement Strategies, Inc. History Reduced 382,212 18,904 7.82% 8.32% 83 -52 -0.01% Q4 2025 Jan 28, 2026
Portland Global Advisors LLC History Added to 379,958 18,792 2.02% 2.07% 84 +14,121 3.86% Q4 2025 Feb 10, 2026
NKCFO LLC History No change 361,700 17,890 5.17% 5.51% 85 0 0.0% Q4 2025 Feb 02, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 357,905 17,701 2.04% 2.09% 86 +33,110 10.19% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 356,516 17,633 0.04% 0.02% 87 +193,842 119.16% Q4 2025 Feb 13, 2026
Emprise Bank History Added to 352,334 17,426 7.24% 7.51% 88 +8,557 2.49% Q4 2025 Jan 28, 2026
Equitable Holdings, Inc. History Added to 351,024 17,361 0.12% 0.12% 89 +23,964 7.33% Q4 2025 Feb 17, 2026
Burton Enright Welch History Added to 345,508 17,088 2.41% 2.36% 90 +36,725 11.89% Q4 2025 Feb 13, 2026
Chemistry Wealth Management LLC History Added to 343,863 17,007 3.18% 3.08% 91 +28,838 9.15% Q4 2025 Jan 06, 2026
Nova R Wealth, Inc. History Added to 339,368 16,785 6.12% 6.21% 92 +50,276 17.39% Q4 2025 Jan 14, 2026
STIFEL FINANCIAL CORP History Added to 336,837 16,659 0.01% 0.02% 93 +7,834 2.38% Q4 2025 Feb 13, 2026
BlackRock, Inc. History New 336,538 16,645 0.0% — 94 +336,538 New Q4 2025 Feb 12, 2026
Prosperity Planning, Inc. History Added to 336,401 16,638 4.35% 4.27% 95 +23,564 7.53% Q4 2025 Jan 14, 2026
MAYPORT, LLC History Added to 332,424 16,441 3.31% 2.9% 96 +68,264 25.84% Q4 2025 Jan 21, 2026
Asset Management One Co., Ltd. History Added to 330,367 16,339 0.05% 0.05% 97 +18,780 6.03% Q4 2025 Jan 27, 2026
North Star Investment Management Corp. History Added to 328,718 16,258 1.02% 0.87% 98 +62,716 23.58% Q4 2025 Jan 30, 2026
Perigon Wealth Management, LLC History Reduced 327,547 16,200 0.29% 0.34% 99 -1,629 -0.49% Q4 2025 Jan 16, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 321,170 15,885 0.44% 0.43% 100 +18,956 6.27% Q4 2025 Feb 03, 2026
FRANKLIN RESOURCES INC History Reduced 319,501 15,802 0.0% 0.0% 101 -45,350 -12.43% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History New 310,537 15,359 0.0% — 102 +310,537 New Q4 2025 Feb 17, 2026
Lifeworks Advisors, LLC History Added to 309,233 15,294 1.98% 2.04% 103 +6,925 2.29% Q4 2025 Feb 13, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 307,241 15,214 1.44% 1.51% 104 +10,392 3.5% Q4 2025 Jan 22, 2026
Private Wealth Asset Management, LLC History Reduced 295,126 14,596 1.59% 1.94% 105 -29,934 -9.21% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 292,109 14,447 0.01% — 106 +292,109 New Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Added to 290,676 14,376 0.27% 0.27% 107 +6,745 2.38% Q4 2025 Jan 23, 2026
BOSTON FAMILY OFFICE LLC History Added to 283,269 14,010 0.89% 0.86% 108 +17,624 6.63% Q4 2025 Feb 13, 2026
SJS Investment Consulting Inc. History Added to 283,238 14,008 1.77% 1.68% 109 +41,279 17.06% Q4 2025 Jan 21, 2026
ATMOS ADVISORY, LLC History Added to 282,150 13,955 8.09% 8.31% 110 +12,722 4.72% Q4 2025 Jan 21, 2026
Verus Financial Partners, Inc. History New 277,475 13,743 1.26% — 111 +277,475 New Q4 2025 Feb 02, 2026
LPWM LLC History Added to 275,811 13,641 3.44% 3.56% 112 +12,184 4.62% Q4 2025 Jan 06, 2026
Wingate Wealth Advisors, Inc. History Added to 268,795 13,294 7.42% 6.8% 113 +74,772 38.54% Q4 2025 Jan 28, 2026
Alaska Wealth Advisors, LLC History Added to 268,754 13,292 1.69% 1.69% 114 +13,419 5.26% Q4 2025 Feb 13, 2026
SWAN Capital LLC History Added to 260,105 12,864 5.0% 4.67% 115 +32,371 14.21% Q4 2025 Feb 12, 2026
Glenview Trust Co History Added to 258,197 12,770 0.2% 0.19% 116 +22,459 9.53% Q4 2025 Feb 09, 2026
Baron Financial Group, LLC History Reduced 256,510 12,686 6.8% 7.21% 117 -3,525 -1.36% Q4 2025 Jan 09, 2026
Mariner, LLC History Added to 252,087 12,468 0.01% 0.02% 118 +15,953 6.76% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 246,442 12,189 0.03% 0.03% 119 +4,251 1.76% Q4 2025 Feb 05, 2026
Twelve Points Wealth Management LLC History Added to 245,708 12,162 2.74% 2.98% 120 +9,742 4.13% Q4 2025 Jan 23, 2026
SB Capital Management Inc History New 242,590 11,998 4.4% — 121 +242,590 New Q4 2025 Feb 20, 2026
Cresset Asset Management, LLC History Added to 239,373 11,839 0.05% 0.05% 122 +4,212 1.79% Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 237,509 11,764 0.61% 0.58% 123 +30,207 14.57% Q4 2025 Mar 04, 2026
AMG National Trust Bank History Reduced 236,758 11,710 0.28% 0.33% 124 -34,830 -12.82% Q4 2025 Jan 30, 2026
Creative Planning History Reduced 233,785 11,562 0.01% 0.01% 125 -35,949 -13.33% Q4 2025 Feb 17, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 229,976 11,374 3.03% 3.13% 126 +3,513 1.55% Q4 2025 Feb 05, 2026
CONNABLE OFFICE INC History Reduced 227,839 11,268 1.03% 1.22% 127 -32,875 -12.61% Q4 2025 Feb 03, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 224,632 11,110 1.24% 1.3% 128 +2,946 1.33% Q4 2025 Jan 08, 2026
55 North Private Wealth, LLC History New 217,623 10,763 2.84% — 129 +217,623 New Q4 2025 Jan 27, 2026
CITIGROUP INC History Added to 214,890 10,628 0.0% 0.0% 130 +6,596 3.17% Q4 2025 Feb 13, 2026
SCOTIA CAPITAL INC. History Added to 210,202 10,396 0.04% 0.04% 131 +12,066 6.09% Q4 2025 Feb 12, 2026
Ethos Financial Group, LLC History Added to 209,870 10,380 0.77% 0.66% 132 +45,003 27.3% Q4 2025 Jan 20, 2026
Stratos Wealth Advisors, LLC History Added to 209,681 10,370 0.5% 0.49% 133 +9,764 4.88% Q4 2025 Jan 20, 2026
LEUTHOLD GROUP, LLC History Reduced 209,416 10,357 1.12% 1.18% 134 -4,283 -2.0% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 207,389 10,257 0.11% 0.07% 135 +120,882 139.74% Q4 2025 Jan 23, 2026
Brady Martz Wealth Solutions, LLC History Added to 205,239 10,151 1.79% 1.77% 136 +12,802 6.65% Q4 2025 Jan 15, 2026
Colorado Capital Management, Inc. History Added to 203,074 10,044 3.77% 3.82% 137 +7,790 3.99% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Reduced 203,057 10,043 0.14% 0.22% 138 -97,900 -32.53% Q4 2025 Feb 17, 2026
Kondo Wealth Advisors, Inc. History Added to 202,873 10,034 3.84% 3.91% 139 +11,594 6.06% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Added to 202,482 10,014 0.04% 0.04% 140 +10,812 5.64% Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Added to 200,896 9,936 0.01% 0.01% 141 +15,829 8.55% Q4 2025 Feb 02, 2026
NVWM, LLC History Reduced 199,848 9,884 2.15% 2.59% 142 -27,793 -12.21% Q4 2025 Jan 20, 2026
Aurelius Family Office LLC History Added to 196,750 9,739 4.19% 4.18% 143 +11,300 6.09% Q4 2025 Jan 09, 2026
Opes Wealth Management LLC History New 196,030 9,695 1.58% — 144 +196,030 New Q4 2025 Feb 02, 2026
PRINCIPAL SECURITIES, INC. History Added to 194,851 9,637 0.15% 0.15% 145 +9,883 5.34% Q4 2025 Feb 12, 2026
Trust Co History Added to 194,347 9,612 0.9% 0.99% 146 +2,804 1.46% Q4 2025 Jan 15, 2026
Bulwark Capital Corp History Added to 192,290 9,510 6.76% 5.45% 147 +53,924 38.97% Q4 2025 Jan 12, 2026
FIDELIS iM, LLC History Added to 192,252 9,508 3.69% 1.14% 148 +157,452 452.45% Q4 2025 Jan 23, 2026
Procyon Advisors, LLC History Reduced 191,136 9,453 0.47% 0.59% 149 -4,884 -2.49% Q4 2025 Jan 07, 2026
SimpliFi, Inc. History Added to 186,039 9,201 3.89% 0.71% 150 +153,298 468.21% Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Added to 185,090 9,154 0.19% 0.2% 151 +11,831 6.83% Q4 2025 Feb 03, 2026
Financial & Tax Architects, LLC History New 183,575 9,079 2.04% — 152 +183,575 New Q4 2025 Jan 21, 2026
ADVOCATE GROUP LLC History Added to 183,481 9,074 1.47% 1.36% 153 +20,139 12.33% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Added to 181,890 8,996 0.11% 0.08% 154 +2,627 1.47% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 181,634 8,983 0.02% 0.02% 155 +9,586 5.57% Q4 2025 Mar 16, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 179,687 8,887 2.81% 2.97% 156 -4,115 -2.24% Q4 2025 Jan 27, 2026
Whitegate Investment Counselors, Inc. History Added to 179,299 8,868 2.77% 2.79% 157 +11,637 6.94% Q4 2025 Feb 10, 2026
LifeWealth Investments, LLC History New 178,203 8,813 2.79% — 158 +178,203 New Q4 2025 Jan 26, 2026
Finhabits Advisors LLC History New 177,786 8,793 8.25% — 159 +177,786 New Q4 2025 Jan 29, 2026
ShankerValleau Wealth Advisors, Inc. History Added to 177,672 8,787 2.38% 2.17% 160 +10,727 6.43% Q4 2025 Jan 06, 2026
Cherry Tree Wealth Management, LLC History Added to 176,041 8,707 1.84% 1.87% 161 +8,106 4.83% Q4 2025 Feb 10, 2026
Sovereign Financial Group, Inc. History Added to 171,963 8,505 1.47% 1.62% 162 +1,303 0.76% Q4 2025 Jan 07, 2026
Sepio Capital, LP History Reduced 170,915 8,453 0.46% 0.51% 163 -363 -0.21% Q4 2025 Feb 12, 2026
Clarity Capital Advisors, LLC History Added to 170,294 8,422 4.21% 4.46% 164 +8,561 5.29% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 170,251 8,420 0.03% — 165 +170,251 New Q4 2025 Feb 05, 2026
SVRN Asset Management, LLC History New 169,786 8,397 6.92% — 166 +169,786 New Q4 2025 Feb 13, 2026
HBE Wealth Management, LLC History New 169,652 8,390 7.89% — 167 +169,652 New Q4 2025 Jan 20, 2026
Wright Wealth LLC History New 165,620 8,191 5.34% — 168 +165,620 New Q4 2025 Feb 13, 2026
Graves Light Lenhart Wealth, Inc. History Added to 165,299 8,175 0.87% 0.88% 169 +9,465 6.07% Q4 2025 Jan 09, 2026
Guild Investment Management, Inc. History Added to 164,555 8,138 6.03% 2.15% 170 +111,160 208.18% Q4 2025 Jan 21, 2026
Cloud Capital Management, LLC History Added to 163,869 8,104 3.83% 4.28% 171 +3,361 2.09% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Added to 163,412 8,082 0.62% 0.6% 172 +12,075 7.98% Q4 2025 Jan 07, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 162,364 8,030 3.79% 3.71% 173 +10,084 6.62% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 161,182 7,972 0.04% 0.05% 174 -132 -0.08% Q4 2025 Feb 12, 2026
Roundview Capital LLC History Added to 158,642 7,846 0.48% 0.49% 175 +6,692 4.4% Q4 2025 Feb 09, 2026
North Ridge Wealth Advisors, Inc. History Reduced 158,621 7,845 4.39% 4.59% 176 -16 -0.01% Q4 2025 Feb 13, 2026
Family CFO Inc History Added to 157,927 7,811 3.49% 3.54% 177 +5,943 3.91% Q4 2025 Jan 23, 2026
Envestnet Portfolio Solutions, Inc. History Added to 156,785 7,754 0.03% 0.03% 178 +11,669 8.04% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 154,049 7,619 0.28% 0.35% 179 +8,325 5.71% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Added to 153,418 7,588 0.28% 0.02% 180 +147,379 2440.45% Q4 2025 Feb 04, 2026
Gradient Capital Advisors, LLC History Reduced 153,383 7,586 1.96% 2.1% 181 -1,119 -0.72% Q4 2025 Feb 06, 2026
Yeomans Consulting Group, Inc. History Added to 151,299 7,483 2.19% 1.12% 182 +86,585 133.8% Q4 2025 Jan 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 144,845 7,172 0.01% 0.01% 183 -2,252 -1.53% Q4 2025 Jan 08, 2026
Fort Vancouver Investment Management, LLC History Added to 144,260 7,135 3.81% 3.9% 184 +5,480 3.95% Q4 2025 Feb 06, 2026
TPG Financial Advisors, LLC History New 143,750 7,109 2.37% — 185 +143,750 New Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 143,404 7,092 0.01% 0.01% 186 +36,635 34.31% Q4 2025 Feb 18, 2026
XY Planning Network, Inc. History Added to 143,100 7,077 1.23% 1.42% 187 +60,124 72.46% Q4 2025 Jan 26, 2026
ATLAS CAPITAL ADVISORS INC. History New 141,028 6,975 0.78% — 188 +141,028 New Q4 2025 Feb 13, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 133,916 6,623 2.39% 2.42% 189 +6,517 5.12% Q4 2025 Jan 14, 2026
White Lighthouse Investment Management Inc. History Added to 131,912 6,524 0.91% 0.97% 190 +6,784 5.42% Q4 2025 Feb 09, 2026
Banco Santander, S.A. History New 130,387 6,448 0.05% — 191 +130,387 New Q4 2025 Feb 13, 2026
Elevation Capital Advisory, LLC History Added to 127,369 6,299 2.57% 0.48% 192 +103,632 436.58% Q4 2025 Jan 26, 2026
Plum Street Advisors, LLC History Added to 126,350 6,249 2.23% 2.13% 193 +17,305 15.87% Q4 2025 Feb 13, 2026
Peirce Capital Management, LLC History Added to 125,418 6,203 2.47% 2.54% 194 +4,516 3.74% Q4 2025 Feb 06, 2026
Tilson Financial Group, Inc. History Added to 125,215 6,193 1.91% 1.91% 195 +10,579 9.23% Q4 2025 Feb 05, 2026
Morningstar Investment Management LLC History No change 124,391 6,152 0.36% 0.23% 196 0 0.0% Q4 2025 Feb 09, 2026
Friday Financial History Added to 122,018 6,034 2.13% 2.15% 197 +20,584 20.29% Q4 2025 Jan 09, 2026
Breakwater Capital Group History Added to 121,802 6,024 0.84% 0.83% 198 +11,211 10.14% Q4 2025 Jan 09, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Added to 120,548 5,962 3.73% 3.51% 199 +15,069 14.29% Q4 2025 Feb 24, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 120,024 5,936 0.0% 0.0% 200 +7,319 6.49% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History New 116,867 5,780 0.12% — 201 +116,867 New Q4 2025 Feb 12, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 116,819 5,777 0.3% 0.29% 202 +4,210 3.74% Q4 2025 Feb 17, 2026
Essential Planning, LLC. History Reduced 115,356 5,705 1.82% 2.08% 203 -4,145 -3.47% Q4 2025 Jan 15, 2026
TME FINANCIAL, INC. History Reduced 114,792 5,677 3.99% 4.72% 204 -9,627 -7.74% Q4 2025 Jan 27, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 114,778 5,676 0.47% 0.46% 205 -3,510 -2.97% Q4 2025 Feb 17, 2026
Meritas Wealth Management, LLC History Added to 114,277 5,652 2.72% 2.74% 206 +4,847 4.43% Q4 2025 Jan 14, 2026
Private Advisor Group, LLC History Added to 113,441 5,610 0.03% 0.03% 207 +8,238 7.83% Q4 2025 Feb 17, 2026
Greenbush Financial Group, LLC History Added to 111,584 5,518 1.88% 1.92% 208 +12,614 12.75% Q4 2025 Jan 20, 2026
Spire Wealth Management History Added to 109,031 5,392 0.18% 0.17% 209 +9,612 9.67% Q4 2025 Jan 14, 2026
Curran Financial Partners, LLC History Added to 106,656 5,275 1.0% 0.91% 210 +15,353 16.82% Q4 2025 Jan 22, 2026
Shotwell Rutter Baer Inc History Added to 104,480 5,172 3.11% 2.98% 211 +12,246 13.28% Q4 2025 Jan 12, 2026
Kestra Advisory Services, LLC History Added to 104,547 5,170 0.02% 0.02% 212 +30,112 40.45% Q4 2025 Feb 13, 2026
Certified Advisory Corp History Added to 104,296 5,158 0.47% 0.47% 213 +7,553 7.81% Q4 2025 Jan 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 101,721 5,031 0.32% 0.33% 214 +2,167 2.18% Q4 2025 Jan 26, 2026
Aspirean Wealth, LLC History New 101,407 5,015 5.48% — 215 +101,407 New Q4 2025 Feb 17, 2026
ANDERSON HOAGLAND & CO History Added to 100,743 4,982 0.43% 0.35% 216 +22,796 29.25% Q4 2025 Jan 05, 2026
Manuka Financial, LLC History Added to 99,304 4,911 3.05% 3.12% 217 +101 0.1% Q4 2025 Jan 28, 2026
POINCIANA ADVISORS GROUP, LLC History Reduced 99,106 4,901 3.87% 4.35% 218 -2,616 -2.57% Q4 2025 Feb 09, 2026
Austin Asset Management Co Inc History Reduced 97,902 4,842 0.8% 0.98% 219 -8,234 -7.76% Q4 2025 Feb 04, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 97,007 4,797 0.85% 0.9% 220 +1,655 1.74% Q4 2025 Feb 17, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Added to 96,853 4,790 0.82% 0.8% 221 +5,237 5.72% Q4 2025 Feb 09, 2026
Destiny Wealth Partners, LLC History Reduced 95,845 4,747 0.54% 0.7% 222 -16,627 -14.78% Q4 2025 Feb 03, 2026
Sequoia Financial Advisors, LLC History Reduced 93,240 4,611 0.03% 0.03% 223 -18,096 -16.25% Q4 2025 Feb 03, 2026
FIDUCIARY TRUST CO History Reduced 92,523 4,576 0.05% 0.05% 224 -1,811 -1.92% Q4 2025 Feb 13, 2026
Hoese & Co LLP History Added to 91,772 4,538 3.24% 2.07% 225 +38,363 71.83% Q4 2025 Jan 14, 2026
Petersen Hastings Wealth Advisors Inc. History New 90,582 4,480 0.43% — 226 +90,582 New Q4 2025 Feb 11, 2026
AMES NATIONAL CORP History Added to 90,564 4,479 2.62% 2.62% 227 +3,300 3.78% Q4 2025 Feb 13, 2026
Symmetry Partners, LLC History Added to 90,473 4,474 0.26% 0.41% 228 +15,480 20.64% Q4 2025 Jan 27, 2026
Squire Investment Management Company, LLC History Added to 89,722 4,437 1.34% 1.39% 229 +5,339 6.33% Q4 2025 Jan 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 89,491 4,426 0.11% 0.12% 230 -1,809 -1.98% Q4 2025 Feb 09, 2026
Aerodigm Wealth, LLC History Added to 86,101 4,258 1.5% 1.6% 231 +9,973 13.1% Q4 2025 Feb 06, 2026
Lutz Financial Services LLC History Reduced 85,530 4,230 0.29% 0.31% 232 -19 -0.02% Q4 2025 Feb 06, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 85,416 4,224 1.43% 1.4% 233 +8,045 10.4% Q4 2025 Jan 20, 2026
WEST PACES ADVISORS INC. History Reduced 84,189 4,163 0.81% 0.98% 234 -13,102 -13.47% Q4 2025 Jan 21, 2026
Genesis Wealth Advisors, LLC History Added to 83,912 4,150 2.84% 2.9% 235 +2,591 3.19% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 81,721 4,125 0.01% 0.01% 236 -152 -0.19% Q4 2025 Feb 10, 2026
Hurlow Wealth Management Group, Inc. History Added to 83,092 4,109 1.01% 0.96% 237 +10,124 13.87% Q4 2025 Feb 17, 2026
Belleair Asset Management, LLC History New 82,575 4,084 3.89% — 238 +82,575 New Q4 2025 Jan 30, 2026
ASPIRIANT, LLC History Reduced 81,710 4,041 0.12% 0.13% 239 -898 -1.09% Q4 2025 Jan 20, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 80,120 3,962 1.24% 1.33% 240 +1,644 2.09% Q4 2025 Jan 07, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 79,850 3,949 0.01% 0.01% 241 -14,000 -14.92% Q4 2025 Jan 26, 2026
Passive Capital Management, LLC. History Reduced 78,774 3,896 1.22% 1.3% 242 -53 -0.07% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Added to 77,454 3,830 0.02% 0.02% 243 +15,763 25.55% Q4 2025 Jan 29, 2026
Secure Asset Management, LLC History Added to 77,262 3,821 0.6% 0.6% 244 +4,927 6.81% Q4 2025 Jan 20, 2026
CogentBlue Wealth Advisors, LLC History Reduced 76,258 3,771 2.57% 2.88% 245 -7,095 -8.51% Q4 2025 Jan 16, 2026
FIRST HAWAIIAN BANK History Reduced 75,696 3,743 0.5% 0.59% 246 -14,696 -16.26% Q4 2025 Jan 05, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 75,612 3,739 0.07% 0.07% 247 +7,953 11.75% Q4 2025 Jan 23, 2026
RAM Investment Partners, LLC History Added to 75,444 3,731 0.67% 0.71% 248 +1,112 1.5% Q4 2025 Feb 12, 2026
FIRST AMERICAN TRUST, FSB History Reduced 74,956 3,707 0.25% 0.29% 249 -4,639 -5.83% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Added to 74,472 3,683 0.0% 0.0% 250 +498 0.67% Q4 2025 Jan 30, 2026
SFM, LLC History Added to 72,981 3,609 2.11% 2.04% 251 +3,753 5.42% Q4 2025 Jan 23, 2026
Southeast Asset Advisors, LLC History New 72,820 3,601 0.34% — 252 +72,820 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 71,201 3,521 0.06% 0.06% 253 +17,763 33.24% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 70,978 3,511 0.01% 0.0% 254 +50,092 239.84% Q4 2025 Jan 26, 2026
Private Wealth Management Group, LLC History Added to 70,836 3,503 0.94% 0.98% 255 +651 0.93% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Added to 70,671 3,495 0.01% 0.01% 256 +982 1.41% Q4 2025 Feb 13, 2026
K2 Financial Inc. History Added to 69,617 3,446 2.66% 2.45% 257 +8,658 14.2% Q4 2025 Jan 22, 2026
Chesley Taft & Associates LLC History Added to 69,499 3,437 0.14% 0.13% 258 +8,600 14.12% Q4 2025 Jan 14, 2026
Chicago Partners Investment Group LLC History Added to 69,237 3,429 0.08% 0.09% 259 +3,325 5.04% Q4 2025 Jan 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 69,164 3,420 0.0% 0.0% 260 +21,920 46.4% Q4 2025 Feb 17, 2026
Prism Planning Partners LLC History New 68,754 3,400 3.81% — 261 +68,754 New Q4 2025 Feb 11, 2026
Almanack Investment Partners, LLC. History Reduced 68,119 3,369 0.57% 0.64% 262 -13,907 -16.95% Q4 2025 Jan 29, 2026
IFG Advisory, LLC History Added to 67,346 3,330 0.15% 0.14% 263 +7,361 12.27% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 67,256 3,326 0.01% 0.01% 264 +2,118 3.25% Q4 2025 Feb 17, 2026
Comprehensive Money Management Services LLC History Reduced 67,236 3,325 2.29% 2.88% 265 -13,200 -16.41% Q4 2025 Jan 22, 2026
M&T BANK CORP History Added to 66,993 3,313 0.01% 0.0% 266 +57,418 599.67% Q4 2025 Jan 30, 2026
Fortune Financial Advisors, LLC History Added to 66,790 3,303 2.23% 2.39% 267 +3,934 6.26% Q4 2025 Jan 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 66,505 3,289 0.07% 0.06% 268 +13,763 26.09% Q4 2025 Feb 05, 2026
NEPC LLC History No change 65,564 3,242 0.07% 0.09% 269 0 0.0% Q4 2025 Feb 17, 2026
Sagace Wealth Management LLC History Added to 65,293 3,229 2.19% 2.21% 270 +1,148 1.79% Q4 2025 Feb 02, 2026
Dynamic Advisor Solutions LLC History Reduced 65,253 3,227 0.1% 0.11% 271 -6,859 -9.51% Q4 2025 Jan 09, 2026
PALLADIEM, LLC History New 64,782 3,204 3.04% — 272 +64,782 New Q4 2025 Feb 11, 2026
Cranbrook Wealth Management, LLC History Added to 64,298 3,180 0.63% 0.63% 273 +2,105 3.38% Q4 2025 Jan 28, 2026
Integrated Advisors Network LLC History Added to 64,099 3,170 0.14% 0.13% 274 +1,437 2.29% Q4 2025 Feb 17, 2026
SAGE RHINO CAPITAL LLC History Added to 62,769 3,104 0.59% 0.59% 275 +2,076 3.42% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Added to 62,394 3,086 0.02% 0.03% 276 +2,000 3.31% Q4 2025 Jan 26, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 61,803 3,056 0.02% 0.03% 277 -8,950 -12.65% Q4 2025 Jan 14, 2026
Liberty Capital Management, Inc. History Added to 61,721 3,052 0.57% 0.58% 278 +1,119 1.85% Q4 2025 Jan 26, 2026
ARK & TLK INVESTMENTS, LLC History Added to 61,656 3,049 0.84% 0.87% 279 +7,399 13.64% Q4 2025 Feb 10, 2026
FINANCIAL LIFE ADVISORS History Added to 61,087 3,021 0.93% 0.94% 280 +3,496 6.07% Q4 2025 Jan 30, 2026
Opus Financial Solutions LLC History New 61,049 3,019 2.85% — 281 +61,049 New Q4 2025 Feb 17, 2026
OMNI 360 Wealth, Inc. History Added to 60,010 2,972 1.52% 1.58% 282 +4,252 7.63% Q4 2025 Jan 29, 2026
Advisory Alpha, LLC History Reduced 59,842 2,959 0.08% 0.08% 283 -198 -0.33% Q4 2025 Feb 06, 2026
Generations Wealth, LLC History New 59,450 2,940 3.01% — 284 +59,450 New Q4 2025 Feb 13, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 59,372 2,936 1.09% 1.11% 285 +1,463 2.53% Q4 2025 Feb 17, 2026
Farrell Financial LLC History Added to 59,249 2,930 1.73% 1.8% 286 +2,507 4.42% Q4 2025 Jan 12, 2026
Richmond Brothers, Inc. History Reduced 59,000 2,918 1.86% 2.77% 287 -27,613 -31.88% Q4 2025 Feb 12, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Added to 58,388 2,887 0.41% 0.37% 288 +8,465 16.96% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Reduced 58,286 2,882 0.17% 0.28% 289 -27,792 -32.29% Q4 2025 Feb 17, 2026
Avant Financial Advisors LLC History Added to 57,395 2,838 2.04% 2.02% 290 +4,464 8.43% Q4 2025 Jan 15, 2026
Centurion Wealth Management LLC History Added to 56,975 2,817 0.62% 0.65% 291 +759 1.35% Q4 2025 Jan 14, 2026
Sharper & Granite LLC History Added to 55,988 2,769 0.98% 0.95% 292 +3,410 6.49% Q4 2025 Jan 27, 2026
Boston Standard Wealth Management, LLC History Added to 55,906 2,765 0.46% 0.46% 293 +2,239 4.17% Q4 2025 Jan 07, 2026
NORTHERN TRUST CORP History Reduced 55,889 2,764 0.0% 0.0% 294 -1,249 -2.19% Q4 2025 Feb 17, 2026
JMG Financial Group, Ltd. History Added to 55,487 2,744 0.08% 0.08% 295 +194 0.35% Q4 2025 Feb 10, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 55,261 2,733 0.52% 0.57% 296 +1,481 2.75% Q4 2025 Jan 14, 2026
Sigma Planning Corp History Added to 55,139 2,727 0.08% 0.08% 297 +2,715 5.18% Q4 2025 Jan 30, 2026
Heritage Trust Co History Reduced 55,016 2,721 0.28% 0.3% 298 -1,181 -2.1% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 54,874 2,714 0.04% 0.04% 299 -2,692 -4.68% Q4 2025 Jan 22, 2026
Atria Investments, Inc History Added to 54,655 2,703 0.03% 0.03% 300 +302 0.56% Q4 2025 Feb 05, 2026
Dorsey & Whitney Trust CO LLC History No change 53,826 2,662 0.14% 0.14% 301 0 0.0% Q4 2025 Feb 11, 2026
Barry Investment Advisors, LLC History Reduced 53,462 2,644 0.59% 0.74% 302 -9,961 -15.71% Q4 2025 Feb 09, 2026
Modera Wealth Management, LLC History Added to 53,211 2,631 0.03% 0.03% 303 +826 1.58% Q4 2025 Jan 21, 2026
Lakewood Asset Management LLC History Added to 53,132 2,627 1.54% 1.48% 304 +4,707 9.72% Q4 2025 Jan 26, 2026
Asset Allocation Strategies LLC History Reduced 52,559 2,599 0.48% 0.58% 305 -5,730 -9.83% Q4 2025 Feb 13, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 52,476 2,595 0.64% 0.64% 306 +910 1.76% Q4 2025 Jan 23, 2026
Summit Global Investments History Added to 51,904 2,567 0.15% 0.15% 307 +2,692 5.47% Q4 2025 Feb 18, 2026
OneDigital Investment Advisors LLC History Added to 51,729 2,558 0.03% 0.02% 308 +3,943 8.25% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History Reduced 51,412 2,542 1.04% 1.17% 309 -167 -0.32% Q4 2025 Jan 15, 2026
D.A. DAVIDSON & CO. History Added to 51,348 2,539 0.02% 0.02% 310 +4,140 8.77% Q4 2025 Jan 29, 2026
Sterling Financial Planning, Inc. History Added to 50,818 2,513 0.76% 0.74% 311 +4,586 9.92% Q4 2025 Jan 27, 2026
Veery Capital, LLC History Added to 50,658 2,505 0.77% 0.78% 312 +1,981 4.07% Q4 2025 Jan 27, 2026
STALEY CAPITAL ADVISERS INC History Added to 50,425 2,494 0.1% 0.08% 313 +13,000 34.74% Q4 2025 Feb 05, 2026
Apriem Advisors History Added to 50,259 2,485 0.23% 0.24% 314 +282 0.56% Q4 2025 Feb 13, 2026
HTG Investment Advisors, Inc. History Added to 49,832 2,464 0.76% 0.81% 315 +2,371 5.0% Q4 2025 Feb 02, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 49,778 2,462 0.25% 0.25% 316 +2,626 5.57% Q4 2025 Jan 27, 2026
Hegarty Advisors, LLC History New 48,927 2,419 2.1% — 317 +48,927 New Q4 2025 Jan 29, 2026
Gilbert Capital Group, Inc. History Added to 48,731 2,410 1.81% 1.82% 318 +2,280 4.91% Q4 2025 Jan 23, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 48,597 2,403 0.09% 0.1% 319 -3,052 -5.91% Q4 2025 Feb 13, 2026
Compton Financial Group, LLC History Reduced 48,414 2,394 0.54% 0.7% 320 -9,213 -15.99% Q4 2025 Feb 05, 2026
Florin Court Capital LLP History No change 48,100 2,379 3.31% 1.91% 321 0 0.0% Q4 2025 Feb 05, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 47,858 2,367 0.0% 0.0% 322 +2,828 6.28% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Added to 47,824 2,365 0.07% 0.06% 323 +10,223 27.19% Q4 2025 Feb 19, 2026
New Dimensions Wealth Management, LLC History Reduced 47,599 2,354 2.01% 2.13% 324 -403 -0.84% Q4 2025 Feb 03, 2026
SpringVest Wealth Management LLC History Reduced 47,563 2,352 1.64% 2.17% 325 -10,671 -18.32% Q4 2025 Jan 23, 2026
AVALON CAPITAL MANAGEMENT History Reduced 46,924 2,320 0.56% 0.71% 326 -9,942 -17.48% Q4 2025 Feb 11, 2026
Altiora Financial Group, LLC History Reduced 46,844 2,316 0.4% 0.46% 327 -3,352 -6.68% Q4 2025 Feb 12, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 46,662 2,307 0.15% 0.22% 328 -15,601 -25.06% Q4 2025 Jan 23, 2026
BBR PARTNERS, LLC History No change 46,632 2,306 0.12% 0.14% 329 0 0.0% Q4 2025 Feb 11, 2026
Hirtle Callaghan & Co LLC History No change 46,159 2,283 0.08% 0.08% 330 0 0.0% Q4 2025 Feb 04, 2026
CGN Advisors LLC History Added to 45,847 2,267 0.18% 0.18% 331 +3,501 8.27% Q4 2025 Jan 05, 2026
Arbor Investment Advisors, LLC History Reduced 45,575 2,254 0.3% 0.3% 332 -591 -1.28% Q4 2025 Jan 23, 2026
HEADINVEST, LLC History Added to 45,560 2,253 0.45% 0.44% 333 +3,708 8.86% Q4 2025 Feb 02, 2026
Vistica Wealth Advisors, LLC History New 45,504 2,250 2.24% — 334 +45,504 New Q4 2025 Feb 13, 2026
Balanced Rock Investment Advisors LLC History Added to 45,470 2,248 1.6% 1.63% 335 +1,525 3.47% Q4 2025 Feb 13, 2026
Ifrah Financial Services, Inc. History Added to 45,422 2,246 0.58% 0.58% 336 +1,532 3.49% Q4 2025 Jan 22, 2026
Motley Fool Wealth Management, LLC History Added to 45,207 2,235 0.17% 0.15% 337 +1,248 2.84% Q4 2025 Feb 11, 2026
EQUITY INVESTMENT CORP History Added to 45,058 2,228 0.04% 0.05% 338 +140 0.31% Q4 2025 Feb 12, 2026
Approach Retirement Advisors, LLC History New 44,950 2,223 1.92% — 339 +44,950 New Q4 2025 Jan 29, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 44,116 2,181 1.49% 1.45% 340 +4,637 11.75% Q4 2025 Jan 27, 2026
Silver Oak Advisory Group, Inc. History Reduced 43,647 2,158 0.98% 1.01% 341 -472 -1.07% Q4 2025 Feb 03, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 43,594 2,156 0.6% 0.63% 342 +699 1.63% Q4 2025 Jan 23, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 43,464 2,149 1.47% 1.18% 343 +12,113 38.64% Q4 2025 Feb 05, 2026
Columbus Macro, LLC History Reduced 43,298 2,141 0.23% 0.28% 344 -5,779 -11.78% Q4 2025 Jan 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 43,237 2,138 0.0% 0.0% 345 +7,491 20.96% Q4 2025 Feb 06, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 43,231 2,138 0.56% 0.59% 346 +455 1.06% Q4 2025 Feb 06, 2026
Triad Wealth Partners, LLC History Reduced 43,217 2,137 0.2% 0.39% 347 -15,914 -26.91% Q4 2025 Jan 22, 2026
Edgestream Partners, L.P. History Reduced 42,451 2,099 0.06% 0.07% 348 -8,149 -16.1% Q4 2025 Feb 13, 2026
Zeit Capital LLC History Reduced 42,135 2,084 1.41% 1.45% 349 -4 -0.01% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Added to 42,104 2,082 0.04% 0.05% 350 +834 2.02% Q4 2025 Feb 13, 2026
Seed Wealth Management, Inc. History Reduced 42,043 2,079 1.43% 1.68% 351 -5,884 -12.28% Q4 2025 Jan 21, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History Reduced 41,603 2,057 0.74% 0.74% 352 -464 -1.1% Q4 2025 Jan 16, 2026
Perfromance Wealth Partners, LLC History Added to 41,350 2,045 0.06% 0.06% 353 +32 0.08% Q4 2025 Jan 21, 2026
PARK AVENUE SECURITIES LLC History Added to 41,247 2,040 0.02% 0.02% 354 +58 0.14% Q4 2025 Jan 05, 2026
KEYVANTAGE WEALTH, LLC History New 41,227 2,039 0.87% — 355 +41,227 New Q4 2025 Feb 10, 2026
Pinnacle Financial Partners, Inc. History New 40,917 2,023 0.02% — 356 +40,917 New Q4 2025 Feb 18, 2026
Amicus Financial Advisors, LLC History New 40,194 1,987 0.55% — 357 +40,194 New Q4 2025 Mar 02, 2026
Bristlecone Value Partners, LLC History New 39,846 1,970 2.27% — 358 +39,846 New Q4 2025 Feb 13, 2026
Cypress Capital, LLC History Added to 39,748 1,965 0.55% 0.56% 359 +896 2.31% Q4 2025 Feb 06, 2026
Retirement Planning Group, LLC History No change 39,643 1,960 0.06% 0.07% 360 0 0.0% Q4 2025 Feb 03, 2026
Centennial Advisors, LLC History New 38,863 1,922 2.5% — 361 +38,863 New Q4 2025 Jan 22, 2026
Timber Creek Capital Management LLC History Reduced 38,399 1,899 0.44% 0.47% 362 -15 -0.04% Q4 2025 Jan 23, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 38,098 1,884 0.06% 0.06% 363 +3,038 8.67% Q4 2025 Jan 30, 2026
J. Team Financial, Inc. History Added to 37,916 1,875 1.87% 1.95% 364 +2 0.01% Q4 2025 Jan 29, 2026
DORVAL Corp History Reduced 37,500 1,854 0.59% 0.63% 365 -353 -0.93% Q4 2025 Jan 26, 2026
Sheridan Capital Management, LLC History Added to 37,153 1,837 0.93% 0.96% 366 +1,328 3.71% Q4 2025 Jan 23, 2026
TILIA FIDUCIARY PARTNERS, INC. History Added to 36,941 1,827 1.01% 0.95% 367 +4,501 13.87% Q4 2025 Jan 12, 2026
Level Financial Advisors History Reduced 36,832 1,821 0.48% 0.55% 368 -1,644 -4.27% Q4 2025 Jan 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 36,775 1,818 0.09% 0.08% 369 -119 -0.32% Q4 2025 Jan 21, 2026
Clear Creek Financial Management, LLC History Added to 36,608 1,810 0.15% 0.14% 370 +4,142 12.76% Q4 2025 Jan 23, 2026
Aegis Wealth Management LLC History Added to 36,303 1,795 1.01% 0.97% 371 +702 1.97% Q4 2025 Jan 14, 2026
Disciplined Investments, LLC History Reduced 36,289 1,794 0.69% 0.78% 372 -2,288 -5.93% Q4 2025 Feb 05, 2026
Greenspring Advisors, LLC History New 36,139 1,787 0.11% — 373 +36,139 New Q4 2025 Feb 10, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 36,023 1,781 0.26% 0.26% 374 +1,484 4.3% Q4 2025 Feb 06, 2026
Visionary Wealth Advisors History Reduced 36,007 1,780 0.08% 0.11% 375 -9,058 -20.1% Q4 2025 Feb 13, 2026
Crabel Capital Management, LLC History Added to 35,699 1,765 1.33% 0.67% 376 +20,905 141.31% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 35,259 1,744 0.0% 0.0% 377 -1,704 -4.61% Q4 2025 Feb 11, 2026
Conservest Capital Advisors, Inc. History Added to 35,056 1,733 0.16% 0.14% 378 +4,313 14.03% Q4 2025 Feb 12, 2026
GC Wealth Management RIA, LLC History Reduced 34,898 1,726 0.06% 0.09% 379 -17,846 -33.84% Q4 2025 Jan 30, 2026
Seneschal Advisors, LLC History Added to 34,835 1,722 1.27% 0.97% 380 +8,519 32.37% Q4 2025 Feb 13, 2026
L. Roy Papp & Associates, LLP History No change 34,697 1,716 0.19% 0.2% 381 0 0.0% Q4 2025 Jan 28, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 34,620 1,714 0.08% 0.12% 382 -6,175 -15.14% Q4 2025 Feb 03, 2026
ArchPoint Investors History No change 34,614 1,712 0.41% 0.48% 383 0 0.0% Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History Reduced 34,378 1,700 0.61% 0.68% 385 -2,673 -7.21% Q4 2025 Jan 22, 2026
One Wealth Map LLC History Added to 34,260 1,700 0.87% 0.89% 384 +801 2.39% Q4 2025 Feb 04, 2026
Clearstead Advisors, LLC History Added to 33,612 1,662 0.02% 0.0% 386 +30,487 975.58% Q4 2025 Feb 09, 2026
Csenge Advisory Group History Added to 33,614 1,662 0.08% 0.07% 387 +6,495 23.95% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 33,341 1,649 0.1% 0.1% 388 +4,098 14.01% Q4 2025 Feb 06, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 33,219 1,642 0.43% 1.27% 389 -56,213 -62.86% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Added to 32,815 1,623 0.01% 0.01% 390 +1,496 4.78% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Added to 32,704 1,617 0.01% 0.02% 391 +378 1.17% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 32,355 1,600 0.01% 0.01% 392 +2,793 9.45% Q4 2025 Jan 29, 2026
Smartleaf Asset Management LLC History Added to 32,318 1,598 0.06% 0.01% 393 +30,644 1830.59% Q4 2025 Feb 13, 2026
MASECO LLP History New 32,302 1,597 0.07% — 394 +32,302 New Q4 2025 Jan 22, 2026
Aptus Capital Advisors, LLC History Added to 32,065 1,585 0.01% 0.0% 395 +21,893 215.23% Q4 2025 Feb 13, 2026
Evanson Asset Management, LLC History Added to 31,677 1,566 0.08% 0.06% 396 +10,347 48.51% Q4 2025 Jan 12, 2026
Aries Wealth Management History Added to 31,566 1,561 0.35% 0.37% 397 +421 1.35% Q4 2025 Jan 30, 2026
AXS Investments LLC History Added to 31,466 1,556 0.75% 0.69% 398 +250 0.8% Q4 2025 Feb 10, 2026
JT Stratford LLC History Added to 30,697 1,518 0.19% 0.2% 399 +629 2.09% Q4 2025 Feb 12, 2026
Baker Ellis Asset Management LLC History New 30,400 1,503 0.18% — 400 +30,400 New Q4 2025 Jan 21, 2026
WASHINGTON TRUST BANK History Added to 30,016 1,484 0.1% 0.08% 401 +7,466 33.11% Q4 2025 Feb 04, 2026
Rinkey Investments History Reduced 29,983 1,482 0.38% 0.41% 402 -268 -0.89% Q4 2025 Feb 04, 2026
Oak Harvest Investment Services History Added to 29,712 1,469 0.16% 0.16% 403 +3,329 12.62% Q4 2025 Jan 27, 2026
Breakwater Investment Management History Added to 29,326 1,450 0.52% 0.55% 404 +36 0.12% Q4 2025 Feb 02, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 29,100 1,439 0.46% 0.32% 405 -9,797 -25.19% Q4 2025 Jan 27, 2026
CIBC Private Wealth Group LLC History Added to 28,868 1,427 0.0% 0.0% 406 +24,978 642.11% Q4 2025 Feb 12, 2026
HANOVER ADVISORS INC History Reduced 28,793 1,424 0.55% 0.6% 407 -1,616 -5.31% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Added to 28,703 1,419 0.1% 0.1% 408 +2,033 7.62% Q4 2025 Jan 13, 2026
Benin Management CORP History New 28,666 1,417 0.32% — 409 +28,666 New Q4 2025 Jan 12, 2026
Calder Financial LLC History New 28,572 1,413 1.39% — 410 +28,572 New Q4 2025 Jan 23, 2026
Foundation Wealth Management, LLC\PA History Reduced 28,508 1,410 0.51% 1.62% 411 -54,084 -65.48% Q4 2025 Jan 15, 2026
Forum Financial Management, LP History Reduced 28,464 1,407 0.02% 0.02% 412 -132 -0.46% Q4 2025 Jan 27, 2026
Rede Wealth, LLC History Added to 28,406 1,404 0.49% 0.27% 413 +21,474 309.78% Q4 2025 Jan 23, 2026
Cassady Wealth & Retirement Planning, LLC History New 28,080 1,388 0.91% — 414 +28,080 New Q4 2025 Apr 02, 2026
Pekin Hardy Strauss, Inc. History Added to 27,953 1,382 0.13% 0.13% 415 +1,550 5.87% Q4 2025 Jan 30, 2026
Kaufman Rossin Wealth, LLC History Added to 27,885 1,379 0.72% 0.67% 416 +3,658 15.1% Q4 2025 Jan 14, 2026
Coston, McIsaac & Partners History Reduced 27,647 1,367 0.32% 0.34% 417 -316 -1.13% Q4 2025 Feb 03, 2026
Savvy Advisors, Inc. History Added to 27,617 1,365 0.04% 0.03% 419 +15,435 126.7% Q4 2025 Jan 20, 2026
Continuum Advisory, LLC History Added to 27,610 1,365 0.14% 0.14% 418 +1,203 4.56% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Added to 27,350 1,352 0.02% 0.01% 420 +6,940 34.0% Q4 2025 Jan 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 27,312 1,350 0.03% 0.03% 421 +3,661 15.48% Q4 2025 Feb 06, 2026
World Investment Advisors History Added to 26,923 1,331 0.02% 0.01% 422 +14,470 116.2% Q4 2025 Mar 12, 2026
Tranquilli Financial Advisor LLC History Reduced 26,729 1,322 0.77% 1.24% 423 -14,772 -35.59% Q4 2025 Jan 27, 2026
Discipline Wealth Solutions, LLC History Added to 26,623 1,316 0.24% 0.27% 424 +6,229 30.54% Q4 2025 Jan 26, 2026
TWO SIGMA SECURITIES, LLC History Added to 26,534 1,312 0.18% 0.04% 425 +20,638 350.03% Q4 2025 Feb 17, 2026
Maltin Wealth Management, Inc. History Added to 26,438 1,307 0.52% 0.51% 426 +2,357 9.79% Q4 2025 Jan 15, 2026
Marathon Strategic Advisors, LLC History Reduced 26,421 1,306 1.0% 1.07% 427 -40 -0.15% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 26,303 1,300 0.02% — 428 +26,303 New Q4 2025 Feb 19, 2026
S.A. Mason LLC History Reduced 25,864 1,279 0.51% 0.71% 429 -6,000 -18.83% Q4 2025 Jan 29, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 25,858 1,278 0.11% 0.11% 430 +11,520 80.35% Q4 2025 Feb 11, 2026
BRIGHTON SECURITIES CORP. History Added to 25,704 1,271 0.63% 0.55% 431 +4,672 22.21% Q4 2025 Mar 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 25,354 1,253 0.0% 0.0% 432 +380 1.52% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 25,207 1,246 0.0% 0.0% 433 +19,090 312.08% Q4 2025 Feb 17, 2026
Donalies Financial Planning, LLC History New 25,173 1,245 1.06% — 434 +25,173 New Q4 2025 Feb 17, 2026
Tradewinds, LLC. History Reduced 24,799 1,226 0.29% 1.24% 435 -75,551 -75.29% Q4 2025 Feb 13, 2026
Mustard Seed Financial, LLC History Added to 24,258 1,199 0.75% 0.79% 436 +102 0.42% Q4 2025 Jan 23, 2026
CLUNE & ASSOCIATES, LTD. History Added to 23,958 1,184 0.26% 0.29% 437 +762 3.29% Q4 2025 Feb 09, 2026
MAI Capital Management History Reduced 23,824 1,178 0.01% 0.02% 438 -32,283 -57.54% Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 23,813 1,178 0.08% 0.01% 439 +20,895 716.07% Q4 2025 Jan 15, 2026
Innovative Wealth Building LLC History Reduced 23,753 1,174 0.86% 0.98% 440 -1,000 -4.04% Q4 2025 Feb 17, 2026
Strategic Investment Solutions, Inc. /IL History Added to 23,371 1,170 0.28% 0.18% 441 +9,982 74.55% Q4 2025 Feb 27, 2026
MA Private Wealth History Added to 23,537 1,164 0.19% 0.18% 443 +2,795 13.48% Q4 2025 Feb 03, 2026
FDx Advisors, Inc. History Reduced 23,531 1,164 0.59% 0.38% 442 -1,585 -6.31% Q4 2025 Feb 10, 2026
Sage Capital Management, LLC History Added to 23,402 1,157 0.53% 0.52% 444 +516 2.25% Q4 2025 Jan 15, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 23,254 1,150 0.13% 0.12% 445 +2,750 13.41% Q4 2025 Jan 20, 2026
Midwest Trust Co History Added to 22,775 1,126 0.01% 0.01% 446 +179 0.79% Q4 2025 Feb 04, 2026
Successful Portfolios LLC History Added to 22,480 1,112 0.57% 0.66% 447 +30 0.13% Q4 2025 Jan 23, 2026
MFA Wealth Services History Added to 22,447 1,110 0.75% 0.76% 448 +807 3.73% Q4 2025 Jan 15, 2026
Mutual Advisors, LLC History Reduced 22,309 1,103 0.02% 0.03% 449 -435 -1.91% Q4 2025 Feb 02, 2026
Orion Porfolio Solutions, LLC History Added to 22,280 1,101 0.01% 0.01% 450 +1,773 8.65% Q4 2025 Feb 12, 2026
Ares Financial Consulting, LLC History New 22,089 1,092 1.04% — 451 +22,089 New Q4 2025 Jan 30, 2026
FC Advisory LLC History Added to 21,907 1,083 0.31% 0.32% 452 +360 1.67% Q4 2025 Jan 13, 2026
CLARIS ADVISORS, LLC / MO / History Added to 21,797 1,078 0.33% 0.21% 453 +9,969 84.28% Q4 2025 Jan 16, 2026
Tortoise Investment Management, LLC History Added to 21,385 1,057 0.09% 0.01% 454 +20,000 1444.04% Q4 2025 Feb 06, 2026
Capstone Wealth Management, LLC History Added to 21,311 1,054 0.77% 0.63% 455 +5,192 32.21% Q4 2025 Jan 20, 2026
Jackson Hole Capital Partners, LLC History Added to 21,155 1,046 0.18% 0.18% 456 +442 2.13% Q4 2025 Jan 30, 2026
AssuredPartners Investment Advisors, LLC History Added to 20,926 1,035 0.15% 0.12% 457 +9,948 90.62% Q4 2025 Feb 03, 2026
Prosperity Advisers, LLC History New 20,888 1,033 0.85% — 458 +20,888 New Q4 2025 Jan 23, 2026
Brookwood Investment Group LLC History Added to 20,696 1,023 0.12% 0.09% 459 +7,020 51.33% Q4 2025 Jan 22, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 20,630 1,021 0.0% 0.0% 460 -4,941 -19.32% Q4 2025 Feb 05, 2026
Stewardship Advisors, LLC History Added to 20,482 1,013 0.23% 0.21% 461 +2,759 15.57% Q4 2025 Jan 15, 2026
Unison Advisors LLC History Added to 20,467 1,012 0.09% 0.09% 462 +549 2.76% Q4 2025 Jan 21, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 20,425 1,010 0.01% 0.01% 463 -6,501 -24.14% Q4 2025 Feb 02, 2026
Bulltick Wealth Management, LLC History Added to 20,276 1,002 0.21% 0.22% 464 +2,032 11.14% Q4 2025 Feb 17, 2026
Round Rock Advisors LLC History Reduced 20,219 1,000 0.15% 0.17% 465 -610 -2.93% Q4 2025 Jan 27, 2026
FMB WEALTH MANAGEMENT History Added to 20,099 994 0.39% 0.13% 466 +13,915 225.02% Q4 2025 Jan 22, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 20,068 992 0.24% 0.49% 467 -22,558 -52.92% Q4 2025 Jan 08, 2026
BCS Private Wealth Management, Inc. History Reduced 19,973 987 0.34% 0.41% 468 -2,650 -11.71% Q4 2025 Jan 26, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Added to 19,691 973 0.4% 0.41% 469 +543 2.84% Q4 2025 Jan 09, 2026
Ledyard National Bank History No change 19,626 970 0.08% 0.09% 470 0 0.0% Q4 2025 Jan 21, 2026
L.K. Benson & Company, P.C. History Added to 19,568 967 0.49% 0.48% 471 +2,115 12.12% Q4 2025 Feb 06, 2026
Independent Wealth Network Inc. History Added to 19,298 954 0.29% 0.31% 472 +299 1.57% Q4 2025 Jan 26, 2026
PRIVATE TRUST CO NA History Added to 19,285 953 0.08% 0.08% 473 +792 4.28% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Added to 19,281 953 0.05% 0.05% 474 +358 1.89% Q4 2025 Jan 20, 2026
JDH Wealth Management, LLC History Reduced 19,167 948 0.65% 0.69% 475 -124 -0.64% Q4 2025 Jan 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 19,160 947 0.06% 0.06% 476 +1,049 5.79% Q4 2025 Jan 23, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 19,143 946 0.01% 0.01% 477 -898 -4.48% Q4 2025 Feb 10, 2026
DENALI ADVISORS LLC History Added to 19,101 944 0.1% 0.05% 478 +11,133 139.72% Q4 2025 Feb 03, 2026
Larson Financial Group LLC History Reduced 19,032 941 0.03% 0.04% 479 -785 -3.96% Q4 2025 Feb 06, 2026
Laurel Wealth Advisors LLC History Added to 18,985 938 0.12% 0.12% 480 +1,700 9.84% Q4 2025 Jan 30, 2026
One Degree Advisors Inc History Added to 18,958 937 0.26% 0.24% 481 +3,653 23.87% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 18,840 931 0.01% 0.0% 482 +11,085 142.94% Q4 2025 Feb 11, 2026
LaSalle St. Investment Advisors, LLC History Reduced 18,818 930 0.15% 0.19% 483 -1,791 -8.69% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Added to 18,818 930 0.03% 0.03% 484 +275 1.48% Q4 2025 Jan 12, 2026
Financial Planning Navigators CORP History New 18,768 928 0.43% — 486 +18,768 New Q4 2025 Jan 16, 2026
BIP Wealth, LLC History Added to 18,765 928 0.03% 0.04% 485 +2,987 18.93% Q4 2025 Jan 21, 2026
Mengis Capital Management, Inc. History Reduced 18,740 926 0.16% 0.19% 487 -164 -0.87% Q4 2025 Mar 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 18,046 892 0.03% 0.03% 488 +320 1.81% Q4 2025 Feb 13, 2026
SteelPeak Wealth, LLC History Reduced 18,028 891 0.03% 0.03% 489 -482 -2.6% Q4 2025 Jan 20, 2026
NorthRock Partners, LLC History Reduced 17,962 888 0.01% 0.05% 490 -37,231 -67.46% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 17,932 886 0.02% 0.02% 491 -1,454 -7.5% Q4 2025 Feb 13, 2026
TPG Advisors LLC History Added to 17,892 884 0.55% 0.59% 492 +238 1.35% Q4 2025 Jan 21, 2026
Parkwoods Wealth Partners, LLC History Added to 17,714 876 0.26% 0.23% 493 +4,649 35.58% Q4 2025 Jan 15, 2026
Midwestern Financial, LLC /IA History Added to 17,653 873 0.72% 0.6% 494 +3,804 27.47% Q4 2025 Feb 06, 2026
KPP Advisory Services LLC History Reduced 17,599 870 0.13% 0.14% 495 -1,505 -7.88% Q4 2025 Feb 02, 2026
N.E.W. Advisory Services LLC History Added to 17,527 866 0.06% 0.07% 496 +2,622 17.59% Q4 2025 Jan 28, 2026
EPG Wealth Management LLC History Reduced 17,438 862 0.23% 0.25% 497 -740 -4.07% Q4 2025 Jan 28, 2026
Main Street Financial Solutions, LLC History Reduced 17,353 858 0.06% 0.06% 498 -2,448 -12.36% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 17,221 851 0.04% 0.02% 499 +10,178 144.51% Q4 2025 Feb 05, 2026
Fischer Financial Services, Inc. History Added to 17,190 850 0.22% 0.21% 500 +1,465 9.32% Q4 2025 Feb 06, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 17,109 846 0.79% — 501 +17,109 New Q4 2025 Feb 02, 2026
&PARTNERS History Added to 16,983 839 0.0% 0.01% 502 +1,380 8.84% Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Added to 16,850 833 0.01% 0.01% 503 +17 0.1% Q4 2025 Feb 09, 2026
Beckerman Institutional, LLC History No change 16,691 825 0.46% 0.5% 504 0 0.0% Q4 2025 Feb 10, 2026
Diversified Enterprises, LLC History Added to 16,518 816 0.05% 0.04% 505 +6,176 59.72% Q4 2025 Jan 28, 2026
Prostatis Group LLC History Added to 16,468 814 0.19% 0.21% 506 +255 1.57% Q4 2025 Feb 17, 2026
Physician Wealth Solutions Inc. History No change 16,356 808 0.34% 0.36% 507 0 0.0% Q4 2025 Jan 12, 2026
HMV Wealth Advisors, LLC History Added to 16,172 799 0.4% 0.39% 508 +2,052 14.53% Q4 2025 Jan 20, 2026
United Advisor Group, LLC History Added to 16,141 798 0.1% 0.1% 509 +1,840 12.87% Q4 2025 Jan 26, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 15,895 786 0.03% 0.03% 510 +539 3.51% Q4 2025 Feb 09, 2026
Pallas Capital Advisors LLC History Reduced 15,860 784 0.03% 0.03% 512 -559 -3.4% Q4 2025 Jan 14, 2026
Avion Wealth History Reduced 15,858 784 0.16% 0.17% 511 -92 -0.58% Q4 2025 Jan 23, 2026
Mraz, Amerine & Associates, Inc. History Reduced 15,784 780 0.12% 0.13% 513 -619 -3.77% Q4 2025 Feb 06, 2026
Center For Asset Management LLC History Added to 15,762 779 0.41% 0.39% 514 +1,203 8.26% Q4 2025 Jan 21, 2026
Meridian Wealth Management, LLC History Added to 15,640 773 0.03% 0.03% 515 +212 1.37% Q4 2025 Feb 04, 2026
Wealthcare Advisory Partners LLC History Reduced 15,595 771 0.02% 0.02% 516 -46 -0.29% Q4 2025 Jan 14, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 15,498 766 0.12% 0.14% 517 +124 0.81% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History New 15,250 754 0.0% — 518 +15,250 New Q4 2025 Mar 20, 2026
Bryn Mawr Trust Advisors, LLC History Added to 15,118 747 0.04% 0.03% 519 +3,898 34.74% Q4 2025 Feb 04, 2026
Clearbridge Investments, LLC History No change 15,000 741 0.0% 0.0% 520 0 0.0% Q4 2025 Feb 11, 2026
Strategic Investment Advisors / MI History Added to 14,730 728 0.06% 0.06% 521 +1,486 11.22% Q4 2025 Feb 17, 2026
GenTrust, LLC History Added to 14,538 719 0.03% 0.03% 522 +621 4.46% Q4 2025 Feb 02, 2026
Brookstone Capital Management History Added to 14,361 710 0.01% 0.01% 523 +3,506 32.3% Q4 2025 Jan 15, 2026
Concurrent Investment Advisors, LLC History Added to 14,169 700 0.01% 0.01% 524 +604 4.45% Q4 2025 Jan 29, 2026
Wellington Shields & Co., LLC History No change 14,000 692 0.17% 0.18% 525 0 0.0% Q4 2025 Feb 09, 2026
Smith Partners Wealth Management, LLC History New 13,801 682 0.63% — 526 +13,801 New Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Reduced 13,333 659 0.01% 0.01% 528 -417 -3.03% Q4 2025 Feb 04, 2026
WESBANCO BANK INC History No change 13,328 659 0.02% 0.02% 527 0 0.0% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Reduced 13,200 652 0.0% 0.0% 529 -32,300 -70.99% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 13,162 650 0.0% 0.0% 530 +482 3.8% Q4 2025 Jan 26, 2026
PURE PORTFOLIOS HOLDINGS LLC History Reduced 13,117 648 0.2% 0.21% 531 -129 -0.97% Q4 2025 Jan 30, 2026
Adams Wealth Management History Reduced 12,998 642 0.14% 0.16% 532 -1,571 -10.78% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 12,998 642 0.12% 0.15% 533 -1,571 -10.78% Q4 2025 Feb 18, 2026
J.W. COLE ADVISORS, INC. History Added to 13,016 641 0.02% 0.01% 534 +616 4.97% Q4 2025 Feb 11, 2026
Signal Advisors Wealth, LLC History Reduced 12,923 639 0.05% 0.06% 535 -469 -3.5% Q4 2025 Jan 13, 2026
GOLDEN ROAD ADVISORS LLC History Reduced 12,876 636 0.36% 0.41% 536 -1,242 -8.8% Q4 2025 Feb 02, 2026
Hardin Capital Partners, LLC History Added to 12,854 635 0.3% 0.34% 537 +249 1.98% Q4 2025 Jan 09, 2026
FLAGSTAR ADVISORS INC History Added to 12,773 631 0.21% 0.19% 538 +341 2.74% Q4 2025 Jan 13, 2026
CoreCap Advisors, LLC History Added to 12,755 630 0.02% 0.02% 539 +1,205 10.43% Q4 2025 Jan 13, 2026
Pathstone Holdings, LLC History New 12,680 627 0.0% — 541 +12,680 New Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Added to 12,692 627 0.07% 0.07% 540 +603 4.99% Q4 2025 Feb 17, 2026
Roble, Belko & Company, Inc History Reduced 12,628 625 0.08% 0.1% 542 -2,026 -13.83% Q4 2025 Jan 12, 2026
OneAscent Financial Services LLC History Reduced 12,622 624 0.06% 0.14% 543 -10,729 -45.95% Q4 2025 Feb 11, 2026
Private Harbour Investment Management & Counsel, LLC History Added to 12,395 613 0.64% 0.65% 544 +25 0.2% Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Added to 12,216 604 0.02% 0.02% 545 +1,803 17.31% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 12,100 598 0.01% 0.0% 546 +6,558 118.33% Q4 2025 Jan 30, 2026
Montis Financial, LLC History Reduced 12,018 594 0.12% 0.15% 547 -626 -4.95% Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Added to 12,006 593 0.07% 0.1% 548 +535 4.66% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Reduced 11,976 592 0.02% 0.02% 549 -197 -1.62% Q4 2025 Jan 30, 2026
SkyOak Wealth, LLC History No change 11,795 583 0.1% 0.11% 550 0 0.0% Q4 2025 Feb 05, 2026
American Investment Services, Inc. History Added to 11,777 582 0.14% 0.13% 551 +912 8.39% Q4 2025 Feb 13, 2026
17 CAPITAL PARTNERS, LLC History New 11,705 578 0.3% — 552 +11,705 New Q4 2025 Feb 13, 2026
Black Diamond Financial, LLC History Reduced 11,649 576 0.06% 0.08% 553 -3,264 -21.89% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History New 11,542 570 0.0% — 554 +11,542 New Q4 2025 Feb 17, 2026
BridgePort Financial Solutions, LLC History Added to 11,502 568 0.15% 0.16% 555 +4 0.03% Q4 2025 Jan 16, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 11,475 567 0.01% 0.01% 556 +895 8.46% Q4 2025 Jan 29, 2026
MONECO ADVISORS, LLC History Added to 11,292 558 0.04% 0.04% 557 +867 8.32% Q4 2025 Feb 04, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 11,203 554 0.17% 0.07% 558 +6,988 165.79% Q4 2025 Feb 06, 2026
Arkos Global Advisors History No change 11,102 549 0.07% 0.07% 559 0 0.0% Q4 2025 Feb 13, 2026
Caldwell Trust Co History No change 11,120 549 0.05% 0.05% 560 0 0.0% Q4 2025 Jan 30, 2026
Northstar Group, Inc. History Added to 11,077 547 0.07% 0.08% 561 +16 0.14% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 11,030 545 0.01% 0.02% 562 -766 -6.49% Q4 2025 Jan 29, 2026
GUGGENHEIM CAPITAL LLC History Reduced 10,942 541 0.0% 0.0% 563 -382 -3.37% Q4 2025 Feb 17, 2026
SHAYNE & JACOBS, LLC History No change 10,950 541 0.16% 0.17% 564 0 0.0% Q4 2025 Jan 27, 2026
HBW ADVISORY SERVICES LLC History Reduced 10,891 538 0.06% 0.06% 565 -67 -0.61% Q4 2025 Jan 23, 2026
Pillar Financial Advisors, LLC History Reduced 10,864 537 0.32% 0.4% 566 -1,800 -14.21% Q4 2025 Feb 02, 2026
OakTrust Wealth Advisors, LLC History New 10,783 533 0.49% — 567 +10,783 New Q4 2025 Feb 27, 2026
Richmond Investment Services, LLC History Added to 10,758 532 0.09% 0.08% 568 +2,213 25.9% Q4 2025 Feb 12, 2026
Inman Jager Wealth Management, LLC History Reduced 10,725 530 0.32% 0.35% 569 -16 -0.15% Q4 2025 Jan 26, 2026
TBH Global Asset Management, LLC History New 10,680 528 0.09% — 570 +10,680 New Q4 2025 Jan 29, 2026
Capital Investment Services of America, Inc. History No change 10,673 527 0.05% 0.05% 571 0 0.0% Q4 2025 Jan 29, 2026
Ballentine Partners, LLC History Added to 10,627 525 0.01% 0.01% 572 +279 2.7% Q4 2025 Feb 03, 2026
Envision Financial LLC History Reduced 10,584 523 0.28% 0.36% 573 -1,715 -13.94% Q4 2025 Jan 07, 2026
CHOREO, LLC History Reduced 10,548 521 0.01% 0.01% 574 -1,553 -12.83% Q4 2025 Jan 23, 2026
Thayer Partners, LLC / MA History New 10,518 520 0.25% — 575 +10,518 New Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 10,237 506 0.01% 0.01% 576 +105 1.04% Q4 2025 Feb 17, 2026
Gateway Wealth Partners, LLC History Reduced 10,170 503 0.06% 0.43% 578 -52,727 -83.83% Q4 2025 Feb 11, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 10,184 503 0.08% 0.08% 577 +74 0.73% Q4 2025 Feb 11, 2026
Aberdeen Group plc History Added to 10,074 498 0.0% 0.0% 579 +2,506 33.11% Q4 2025 Jan 16, 2026
COGENT STRATEGIC WEALTH LLC History New 9,904 490 0.53% — 580 +9,904 New Q4 2025 Mar 02, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 9,840 486 0.22% 0.22% 581 +571 6.16% Q4 2025 Jan 12, 2026
LAM GROUP, INC. History New 9,813 485 0.28% — 582 +9,813 New Q4 2025 Jan 23, 2026
Silver Grove Financial Group, Inc. History Added to 9,820 485 0.42% 0.45% 583 +379 4.01% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Added to 9,734 481 0.01% 0.01% 584 +387 4.14% Q4 2025 Feb 05, 2026
American Trust History Added to 9,712 480 0.04% 0.03% 585 +3,545 57.48% Q4 2025 Feb 17, 2026
Synergy Asset Management, LLC History Added to 9,646 477 0.05% 0.02% 586 +1,358 16.39% Q4 2025 Jan 13, 2026
Oath Planning, LLC History New 9,632 476 0.47% — 589 +9,632 New Q4 2025 Feb 12, 2026
Facet Wealth, Inc. History New 9,598 476 0.01% — 588 +9,598 New Q4 2025 Jan 29, 2026
UMB Bank, n.a. History Added to 9,628 476 0.01% 0.01% 587 +1,407 17.11% Q4 2025 Feb 13, 2026
Private Wealth Advisors, LLC History New 9,549 472 0.15% — 590 +9,549 New Q4 2025 Feb 06, 2026
Coordinated Financial Services, Inc. History Added to 9,494 469 0.27% 0.31% 591 +67 0.71% Q4 2025 Feb 09, 2026
Elevated Capital Advisors, LLC History Reduced 9,459 467 0.11% 0.12% 592 -142 -1.48% Q4 2025 Jan 27, 2026
Vise Technologies, Inc. History New 9,406 465 0.01% — 593 +9,406 New Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Reduced 9,320 460 0.0% 0.01% 594 -2,332 -20.01% Q4 2025 Jan 13, 2026
Root Financial Partners, LLC History Reduced 9,298 459 0.02% 0.03% 595 -74 -0.79% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History No change 9,213 455 0.02% 0.02% 596 0 0.0% Q4 2025 Jan 14, 2026
Ascent Group, LLC History Reduced 9,132 451 0.02% 0.21% 597 -108,347 -92.23% Q4 2025 Jan 20, 2026
FIDUCIARY ADVISORS, INC. History Added to 9,080 449 0.34% 0.23% 598 +3,420 60.42% Q4 2025 Jan 27, 2026
Birchcreek Wealth Management, LLC History New 9,069 448 0.22% — 599 +9,069 New Q4 2025 Jan 16, 2026
BOKF, NA History Reduced 9,000 445 0.01% 0.01% 600 -800 -8.16% Q4 2025 Feb 03, 2026
Shared Vision Wealth Group LLC History No change 8,885 440 0.18% 0.19% 601 0 0.0% Q4 2025 Feb 11, 2026
Old North State Trust, LLC History New 8,732 432 0.26% — 602 +8,732 New Q4 2025 Mar 24, 2026
Kovack Advisors, Inc. History Added to 8,679 429 0.02% 0.04% 603 +436 5.29% Q4 2025 Feb 17, 2026
Peak Retirement Planning, Inc. History Added to 8,567 423 0.1% 0.11% 604 +520 6.46% Q4 2025 Feb 10, 2026
Lynx Investment Advisory History Added to 8,537 422 0.23% 0.2% 606 +1,771 26.17% Q4 2025 Feb 05, 2026
Johnson Financial Group, LLC History No change 8,536 422 0.03% 0.04% 605 0 0.0% Q4 2025 Feb 10, 2026
Hershey Financial Advisers, LLC History Reduced 8,451 417 0.35% 0.47% 607 -2,434 -22.36% Q4 2025 Feb 18, 2026
CFS Investment Advisory Services, LLC History Added to 8,430 416 0.03% 0.02% 609 +3,628 75.55% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 8,423 416 0.02% 0.02% 608 +1,454 20.86% Q4 2025 Feb 17, 2026
MCF Advisors LLC History New 8,408 415 0.02% — 610 +8,408 New Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History Reduced 8,285 409 0.08% 0.08% 611 -13 -0.16% Q4 2025 Feb 11, 2026
Southland Equity Partners LLC History Reduced 8,258 408 0.08% 0.1% 613 -1,173 -12.44% Q4 2025 Jan 14, 2026
Trilogy Capital Inc. History Reduced 8,251 408 0.02% 0.02% 612 -255 -3.0% Q4 2025 Jan 22, 2026
PROFFITT & GOODSON INC History Added to 8,203 405 0.06% 0.05% 614 +1,099 15.47% Q4 2025 Jan 27, 2026
Creekside Partners History No change 8,152 403 0.17% 0.18% 615 0 0.0% Q4 2025 Feb 13, 2026
Brewster Financial Planning LLC History Added to 8,086 399 0.25% 0.24% 616 +449 5.88% Q4 2025 Jan 14, 2026
Main Street Group, LTD History Reduced 8,078 399 0.14% 0.12% 617 -153 -1.86% Q4 2025 Jan 26, 2026
CALTON & ASSOCIATES, INC. History Reduced 7,972 394 0.06% 0.08% 618 -2,512 -23.96% Q4 2025 Feb 10, 2026
Provident Living Financial Services, Inc. History New 7,905 390 0.38% — 620 +7,905 New Q4 2025 Jan 21, 2026
Heritage Wealth Management, Inc. History New 7,888 390 0.11% — 619 +7,888 New Q4 2025 Jan 26, 2026
FLOW TRADERS U.S. LLC History Reduced 7,858 389 0.01% 0.03% 621 -5,026 -39.01% Q4 2025 Feb 13, 2026
Marex Group plc History Reduced 7,861 388 0.0% 0.01% 622 -28,466 -78.36% Q4 2025 Feb 12, 2026
CHAPMAN FINANCIAL GROUP, LLC History Added to 7,825 387 0.26% 0.22% 623 +1,600 25.7% Q4 2025 Feb 02, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 7,797 385 0.02% 0.05% 624 -9,250 -54.26% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 7,702 380 0.02% 0.03% 625 -2,008 -20.68% Q4 2025 Jan 30, 2026
Composition Wealth, LLC History Added to 7,654 378 0.01% 0.01% 626 +546 7.68% Q4 2025 Feb 02, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 7,525 372 0.23% 0.3% 627 0 0.0% Q4 2025 Jan 14, 2026
Resurgent Financial Advisors LLC History Added to 7,519 371 0.19% 0.15% 628 +1,636 27.81% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 7,500 370 0.01% 0.01% 629 -1,444 -16.14% Q4 2025 Jan 22, 2026
Frisch Financial Group, Inc. History Added to 7,492 370 0.08% 0.09% 630 +246 3.39% Q4 2025 Feb 06, 2026
LifePlan Investment Advisors, Inc. History Added to 7,287 360 0.15% 0.13% 631 +1,132 18.39% Q4 2025 Feb 09, 2026
Summit Financial Strategies, Inc. History Added to 7,265 359 0.03% 0.03% 632 +564 8.42% Q4 2025 Jan 27, 2026
Capstone Wealth Management Group LLC History Added to 7,097 351 0.21% 0.2% 633 +1,000 16.4% Q4 2025 Jan 09, 2026
SBI Securities Co., Ltd. History Added to 7,070 349 0.01% 0.01% 634 +937 15.28% Q4 2025 Feb 03, 2026
Eagle Bay Advisors LLC History Added to 7,060 349 0.25% 0.27% 635 +128 1.85% Q4 2025 Jan 23, 2026
Sowell Financial Services LLC History Added to 7,042 348 0.01% 0.01% 636 +667 10.46% Q4 2025 Jan 21, 2026
WJ Financial Advisors LLC History Reduced 6,999 346 0.31% 0.35% 637 -100 -1.41% Q4 2025 Feb 02, 2026
Trademark Financial Management, LLC History Reduced 6,940 343 0.19% 0.25% 638 -1,416 -16.95% Q4 2025 Jan 28, 2026
Sankala Group LLC History New 6,867 342 0.27% — 639 +6,867 New Q4 2025 Mar 02, 2026
Matrix Trust Co History Reduced 6,885 341 0.06% 0.23% 640 -21,923 -76.1% Q4 2025 Jan 13, 2026
Prosperity Wealth Management, Inc. History New 6,864 339 0.11% — 641 +6,864 New Q4 2025 Mar 27, 2026
Dakota Wealth Management History Reduced 6,843 338 0.01% 0.01% 642 -821 -10.71% Q4 2025 Jan 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 6,798 336 0.04% 0.04% 643 +527 8.4% Q4 2025 Feb 18, 2026
Topel & Distasi Wealth Management, LLC History Added to 6,716 332 0.16% 0.16% 644 +300 4.68% Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History Added to 6,705 331 0.0% 0.0% 645 +1,353 25.28% Q4 2025 Feb 02, 2026
McGrath & Associates, Inc. History Reduced 6,614 327 0.46% 0.6% 646 -1,316 -16.6% Q4 2025 Feb 10, 2026
Hilltop Holdings Inc. History Reduced 6,581 325 0.02% 0.03% 647 -3,357 -33.78% Q4 2025 Feb 17, 2026
Chicago Capital, LLC History No change 6,553 324 0.01% 0.01% 648 0 0.0% Q4 2025 Jan 26, 2026
SAX WEALTH ADVISORS, LLC History Added to 6,510 321 0.02% 0.01% 649 +1,453 28.73% Q4 2025 Jan 12, 2026
Wealthspire Retirement, LLC History Reduced 6,508 321 0.02% 0.02% 650 -210 -3.13% Q4 2025 Feb 18, 2026
Hyundai Investments Co., Ltd. History New 6,469 320 0.31% — 651 +6,469 New Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 6,431 318 0.02% 0.06% 652 -13,084 -67.05% Q4 2025 Feb 13, 2026
Accurate Wealth Management, LLC History Added to 6,425 318 0.04% 0.04% 653 +467 7.84% Q4 2025 Jan 14, 2026
Merited Wealth, LLC History New 6,411 317 0.29% — 654 +6,411 New Q4 2025 Mar 26, 2026
Advisors Asset Management, Inc. History Added to 6,390 316 0.01% 0.0% 655 +3,361 110.96% Q4 2025 Feb 12, 2026
PETRA FINANCIAL ADVISORS INC History Added to 6,389 316 0.19% 0.15% 656 +1,434 28.94% Q4 2025 Jan 21, 2026
EHRLICH FINANCIAL GROUP History Added to 6,352 314 0.18% 0.15% 657 +1,259 24.72% Q4 2025 Jan 06, 2026
WealthTrak Capital Management LLC History Reduced 6,329 313 0.22% 0.31% 659 -1,225 -16.22% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Added to 6,332 313 0.02% 0.02% 658 +365 6.12% Q4 2025 Feb 17, 2026
DUTCH ASSET Corp History New 6,300 312 0.24% — 660 +6,300 New Q4 2025 Mar 11, 2026
FIFTH THIRD BANCORP History Added to 6,269 310 0.0% 0.0% 661 +5,287 538.39% Q4 2025 Feb 02, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 6,234 308 0.08% 0.09% 662 0 0.0% Q4 2025 Feb 11, 2026
Riverbend Wealth Management, LLC History Added to 6,172 305 0.19% 0.15% 663 +1,794 40.98% Q4 2025 Jan 29, 2026
Five Oceans Advisors History Added to 6,158 304 0.11% 0.11% 664 +49 0.8% Q4 2025 Jan 16, 2026
Wedmont Private Capital History Reduced 6,104 302 0.01% 0.03% 665 -9,081 -59.8% Q4 2025 Jan 08, 2026
Bragg Financial Advisors, Inc History Added to 6,098 301 0.01% 0.01% 666 +698 12.93% Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History Added to 6,098 301 0.19% 0.2% 667 +440 7.78% Q4 2025 Feb 10, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 6,079 300 0.02% 0.02% 668 +253 4.34% Q4 2025 Feb 11, 2026
Berger Financial Group, Inc History New 6,047 299 0.02% — 669 +6,047 New Q4 2025 Jan 27, 2026
W.H. Cornerstone Investments Inc. History Added to 6,041 298 0.18% 0.18% 670 +162 2.76% Q4 2025 Feb 10, 2026
Dogwood Wealth Management LLC History Added to 5,998 296 0.13% 0.12% 672 +944 18.68% Q4 2025 Feb 04, 2026
Red Wave Investments LLC History No change 5,997 296 0.09% 0.09% 671 0 0.0% Q4 2025 Feb 06, 2026
PFG Investments, LLC History Reduced 5,840 288 0.01% 0.02% 673 -347 -5.61% Q4 2025 Jan 26, 2026
SageView Advisory Group, LLC History Added to 5,822 287 0.01% 0.01% 674 +144 2.54% Q4 2025 Feb 17, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 5,778 285 0.02% 0.01% 675 +1,600 38.3% Q4 2025 Feb 05, 2026
Integrity Advisory Solutions, LLC History Added to 5,772 285 0.04% 0.03% 677 +1,451 33.58% Q4 2025 Feb 09, 2026
Capital Investment Advisory Services, LLC History Added to 5,773 285 0.02% 0.02% 676 +193 3.46% Q4 2025 Jan 21, 2026
Wilmington Savings Fund Society, FSB History Reduced 5,755 284 0.01% 0.01% 678 -126 -2.14% Q4 2025 Feb 12, 2026
Alhambra Investment Management LLC History Added to 5,718 282 0.13% 0.14% 679 +39 0.69% Q4 2025 Jan 15, 2026
Maia Wealth LLC History Added to 5,632 280 0.05% 0.04% 681 +493 9.59% Q4 2025 Feb 17, 2026
Wealth Dimensions Group, Ltd. History No change 5,664 280 0.06% 0.06% 680 0 0.0% Q4 2025 Feb 13, 2026
Portfolio Resources Advisor Group, Inc. History New 5,617 277 0.28% — 682 +5,617 New Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 5,579 275 0.01% 0.01% 683 -91 -1.6% Q4 2025 Feb 12, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 5,525 273 0.13% 0.25% 685 -5,115 -48.07% Q4 2025 Jan 14, 2026
Physician Wealth Advisors, Inc. History No change 5,534 273 0.04% 0.04% 684 0 0.0% Q4 2025 Jan 29, 2026
Tenzing Financial LLC History New 5,509 272 0.22% — 686 +5,509 New Q4 2025 Feb 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History New 5,424 269 0.1% — 687 +5,424 New Q4 2025 Feb 12, 2026
One Capital Management, LLC History Reduced 5,397 266 0.01% 0.14% 688 -82,105 -93.83% Q4 2025 Feb 10, 2026
GRAND WEALTH MANAGEMENT, LLC History Added to 5,398 266 0.12% 0.13% 689 +35 0.65% Q4 2025 Jan 26, 2026
Mission Creek Capital Partners, Inc. History Reduced 5,374 265 0.05% 0.08% 690 -2,790 -34.17% Q4 2025 Feb 12, 2026
Archer Investment Corp History Reduced 5,341 264 0.06% 0.06% 691 -299 -5.3% Q4 2025 Jan 30, 2026
OAK FAMILY ADVISORS, LLC History Reduced 5,333 263 0.07% 0.09% 692 -1,754 -24.75% Q4 2025 Feb 03, 2026
BluePrint Investing LLC History New 5,307 262 0.21% — 693 +5,307 New Q4 2025 Feb 05, 2026
KW WEALTH MANAGEMENT LLC History Reduced 5,292 261 0.4% 0.47% 694 -180 -3.29% Q4 2025 Feb 25, 2026
Skyline Advisors, Inc. History Reduced 5,267 260 0.09% 0.2% 695 -6,303 -54.48% Q4 2025 Jan 12, 2026
Pine Harbor Wealth Management, LLC History Added to 5,271 260 0.08% 0.08% 696 +224 4.44% Q4 2025 Jan 20, 2026
KOM Wealth Management Group, LLC History New 5,229 258 0.18% — 697 +5,229 New Q4 2025 Jan 23, 2026
May Hill Capital, LLC History New 5,221 258 0.03% — 698 +5,221 New Q4 2025 Feb 05, 2026
Wrenne Financial Planning LLC History Added to 5,214 257 0.1% 0.09% 701 +1,219 30.51% Q4 2025 Feb 10, 2026
Keystone Financial Group, Inc. History Reduced 5,205 257 0.13% 0.15% 702 -162 -3.02% Q4 2025 Jan 16, 2026
Towneley Capital Management, Inc / DE History Added to 5,214 257 0.05% 0.06% 699 +72 1.4% Q4 2025 Jan 30, 2026
Cascade Financial Partners, LLC History Added to 5,212 257 0.03% 0.03% 700 +1 0.02% Q4 2025 Feb 06, 2026
Essex Financial Services, Inc. History Reduced 5,196 256 0.01% 0.05% 703 -10,514 -66.93% Q4 2025 Feb 10, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 5,165 255 0.05% 0.05% 704 0 0.0% Q4 2025 Jan 23, 2026
Prime Capital Investment Advisors, LLC History Reduced 5,148 254 0.0% 0.01% 705 -5,064 -49.59% Q4 2025 Jan 21, 2026
CAMBIENT FAMILY OFFICE, LLC History New 5,128 253 0.04% — 707 +5,128 New Q4 2025 Feb 20, 2026
eCIO, Inc. History Added to 5,123 253 0.12% 0.09% 706 +218 4.44% Q4 2025 Jan 20, 2026
Arnold Financial Planning LLC History New 5,094 251 0.26% — 709 +5,094 New Q4 2025 Jan 27, 2026
WealthCare Investment Partners, LLC History Added to 5,092 251 0.07% 0.08% 708 +105 2.11% Q4 2025 Jan 06, 2026
Evercore Wealth Management, LLC History Added to 5,071 250 0.0% 0.0% 710 +241 4.99% Q4 2025 Feb 17, 2026
WMG Financial Advisors, LLC History Added to 5,045 249 0.1% 0.08% 711 +223 4.62% Q4 2025 Jan 28, 2026
GeoWealth Management, LLC History Reduced 5,018 248 0.01% 0.01% 712 -810 -13.9% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History New 4,963 245 0.0% — 713 +4,963 New Q4 2025 Feb 05, 2026
Bank of Jackson Hole Trust History No change 4,945 244 0.12% 0.13% 714 0 0.0% Q4 2025 Feb 12, 2026
Eldridge Investment Advisors, Inc. History Reduced 4,931 243 0.05% 0.06% 715 -216 -4.2% Q4 2025 Feb 11, 2026
Archvest Wealth Advisors, Inc. History Added to 4,853 240 0.15% 0.22% 716 +23 0.48% Q4 2025 Feb 13, 2026
Key FInancial Inc History Added to 4,797 237 0.04% 0.04% 717 +61 1.29% Q4 2025 Feb 09, 2026
Tribridge Partners Financial LLC History New 4,712 233 0.1% — 719 +4,712 New Q4 2025 Jan 26, 2026
Lakeshore Financial Planning, Inc. History Reduced 4,714 233 0.08% 0.09% 718 -77 -1.61% Q4 2025 Feb 17, 2026
TruNorth Capital Management, LLC History No change 4,705 232 0.04% 0.05% 720 0 0.0% Q4 2025 Feb 11, 2026
Blue Sky Capital Consultants Group, Inc. History New 4,673 231 0.1% — 721 +4,673 New Q4 2025 Jan 23, 2026
Belpointe Asset Management LLC History Reduced 4,663 230 0.01% 0.02% 722 -4,522 -49.23% Q4 2025 Jan 27, 2026
Elser Financial Planning, Inc History No change 4,653 230 0.17% 0.28% 723 0 0.0% Q4 2025 Jan 15, 2026
Jacobi Capital Management LLC History Added to 4,589 226 0.01% 0.01% 724 +99 2.2% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 4,540 224 0.0% 0.01% 725 -1,561 -25.59% Q4 2025 Feb 09, 2026
Pinnacle Bancorp, Inc. History Reduced 4,549 224 0.07% 0.07% 726 -5 -0.11% Q4 2025 Jan 22, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 4,512 223 0.16% 0.17% 730 +121 2.76% Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History Added to 4,514 223 0.01% 0.01% 728 +17 0.38% Q4 2025 Feb 17, 2026
Palisade Asset Management, LLC History No change 4,513 223 0.02% 0.02% 727 0 0.0% Q4 2025 Feb 13, 2026
MGO Private Wealth, LLC History No change 4,518 223 0.14% 0.14% 729 0 0.0% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Added to 4,460 221 0.0% 0.0% 731 +3,115 231.6% Q4 2025 Feb 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 4,476 221 0.01% 0.01% 732 +175 4.07% Q4 2025 Jan 28, 2026
Cardinal Point Capital Management ULC History No change 4,421 218 0.01% 0.02% 733 0 0.0% Q4 2025 Feb 05, 2026
WPG Advisers, LLC History Added to 4,400 217 0.16% 0.15% 736 +595 15.64% Q4 2025 Jan 28, 2026
Diversify Advisory Services, LLC History Added to 4,392 217 0.01% 0.01% 734 +145 3.41% Q4 2025 Jan 23, 2026
Golden Bell Financial Planning LLC History Added to 4,407 217 0.18% 0.19% 735 +118 2.75% Q4 2025 Feb 03, 2026
JNBA Financial Advisors History No change 4,370 216 0.02% 0.02% 737 0 0.0% Q4 2025 Jan 26, 2026
Fortis Capital Management LLC History New 4,364 215 0.03% — 738 +4,364 New Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 4,329 214 0.01% 0.22% 739 -99,589 -95.83% Q4 2025 Jan 27, 2026
Sequent Planning LLC History Reduced 4,337 214 0.05% 0.07% 740 -319 -6.85% Q4 2025 Feb 05, 2026
Alliance Wealth Advisors, LLC /UT History New 4,254 210 0.05% — 741 +4,254 New Q4 2025 Feb 02, 2026
Soltis Investment Advisors LLC History Reduced 4,226 209 0.01% 0.01% 743 -16 -0.38% Q4 2025 Apr 02, 2026
VERITY Wealth Advisors History No change 4,239 209 0.13% 0.14% 742 0 0.0% Q4 2025 Jan 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,222 208 0.0% 0.0% 744 -2,389 -36.14% Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 4,212 208 0.01% 0.01% 745 +475 12.71% Q4 2025 Jan 14, 2026
Gryphon Financial Partners LLC History Added to 4,173 206 0.02% 0.02% 746 +83 2.03% Q4 2025 Jan 08, 2026
Firestone Capital Management History New 4,153 205 0.04% — 748 +4,153 New Q4 2025 Feb 09, 2026
Birchwood Financial Partners, Inc. History New 4,147 205 0.2% — 749 +4,147 New Q4 2025 Feb 19, 2026
GWN SECURITIES INC. History Reduced 4,157 205 0.04% 0.06% 747 -588 -12.39% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Added to 4,115 203 0.02% 0.01% 750 +1,861 82.56% Q4 2025 Jan 29, 2026
Kohmann Bosshard Financial Services, LLC History Added to 4,104 202 0.02% 0.02% 751 +38 0.93% Q4 2025 Jan 30, 2026
FIRST HORIZON CORP History No change 3,915 193 0.01% 0.01% 752 0 0.0% Q4 2025 Jan 27, 2026
CENTRAL TRUST Co History No change 3,412 168 0.0% 0.0% 753 0 0.0% Q4 2025 Feb 02, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 3,400 168 0.03% 0.03% 754 0 0.0% Q4 2025 Feb 10, 2026
Hilltop National Bank History No change 3,313 163 0.04% 0.04% 755 0 0.0% Q4 2025 Jan 07, 2026
Hanson & Doremus Investment Management History No change 3,038 150 0.02% 0.02% 756 0 0.0% Q4 2025 Jan 20, 2026
Asset Dedication, LLC History No change 3,005 148 0.01% 0.01% 757 0 0.0% Q4 2025 Jan 26, 2026
Legacy Bridge, LLC History No change 2,588 128 0.05% 0.05% 758 0 0.0% Q4 2025 Jan 23, 2026
Rialto Wealth Management, LLC History Added to 2,583 127 0.03% 0.03% 759 +8 0.31% Q4 2025 Jan 12, 2026
Parallel Advisors, LLC History Added to 2,458 121 0.0% 0.0% 760 +121 5.18% Q4 2025 Feb 11, 2026
Anchor Investment Management, LLC History Added to 2,371 117 0.01% 0.01% 761 +59 2.55% Q4 2025 Feb 26, 2026
BANK OF MONTREAL /CAN/ History Added to 2,304 113 0.0% 0.0% 762 +155 7.21% Q4 2025 Feb 12, 2026
TD Capital Management LLC History Added to 2,298 113 0.01% 0.01% 763 +62 2.77% Q4 2025 Feb 26, 2026
Capital Analysts, LLC History Added to 2,076 103 0.0% 0.0% 764 +76 3.8% Q4 2025 Feb 11, 2026
Stelac Advisory Services LLC History No change 2,055 101 0.04% 0.04% 765 0 0.0% Q4 2025 Feb 12, 2026
Minot DeBlois Advisors LLC History No change 2,041 100 0.09% 0.09% 766 0 0.0% Q4 2025 Feb 13, 2026
ROGCO, LP History Added to 1,820 90 0.03% 0.01% 767 +1,469 418.52% Q4 2025 Jan 30, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 1,814 89 0.0% 0.0% 768 +1,360 299.56% Q4 2025 Feb 12, 2026
TD Waterhouse Canada Inc. History Added to 1,789 88 0.0% 0.0% 769 +1,051 142.41% Q4 2025 Jan 27, 2026
Parkside Financial Bank & Trust History Reduced 1,612 79 0.01% 0.01% 770 -475 -22.76% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 1,600 79 0.0% 0.0% 771 0 0.0% Q4 2025 Jan 30, 2026
Quent Capital, LLC History New 1,595 78 0.01% — 772 +1,595 New Q4 2025 Jan 29, 2026
CBIZ Investment Advisory Services, LLC History No change 1,561 77 0.0% 0.0% 773 0 0.0% Q4 2025 Feb 09, 2026
Triumph Capital Management History New 1,524 75 0.02% — 774 +1,524 New Q4 2025 Feb 12, 2026
Cape Investment Advisory, Inc. History Added to 1,492 73 0.02% 0.07% 776 +109 7.88% Q4 2025 Feb 17, 2026
DecisionPoint Financial, LLC History No change 1,487 73 0.02% 0.02% 775 0 0.0% Q4 2025 Jan 29, 2026
Coastline Trust Co History No change 1,470 72 0.01% 0.01% 777 0 0.0% Q4 2025 Jan 05, 2026
Washington Trust Advisors, Inc. History No change 1,368 67 0.01% 0.01% 778 0 0.0% Q4 2025 Feb 03, 2026
BARD ASSOCIATES INC History Reduced 1,347 66 0.02% 0.05% 779 -2,653 -66.33% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History No change 1,301 64 0.0% 0.0% 780 0 0.0% Q4 2025 Feb 02, 2026
Murphy & Mullick Capital Management Corp History No change 1,247 61 0.04% 0.05% 781 0 0.0% Q4 2025 Feb 10, 2026
Transamerica Financial Advisors, LLC History Added to 1,195 59 0.0% 0.0% 782 +286 31.46% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History New 1,122 55 0.02% — 783 +1,122 New Q4 2025 Jan 23, 2026
Tanglewood Legacy Advisors, LLC History New 1,000 49 0.02% — 785 +1,000 New Q4 2025 Feb 06, 2026
Versant Capital Management, Inc History No change 1,000 49 0.01% 0.01% 784 0 0.0% Q4 2025 Jan 08, 2026
Torren Management, LLC History New 944 46 0.02% — 788 +944 New Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History Reduced 947 46 0.0% 0.0% 786 -126 -11.74% Q4 2025 Feb 06, 2026
VSM Wealth Advisory, LLC History Reduced 950 46 0.01% 0.02% 787 -24 -2.46% Q4 2025 Feb 06, 2026
EverSource Wealth Advisors, LLC History Reduced 920 45 0.0% 0.0% 789 -301 -24.65% Q4 2025 Feb 06, 2026
Arax Advisory Partners History New 782 38 0.0% — 790 +782 New Q4 2025 Feb 13, 2026
HFM Investment Advisors, LLC History Reduced 759 37 0.01% 0.02% 791 -122 -13.85% Q4 2025 Feb 05, 2026
Wealth Watch Advisors, INC History New 725 35 0.01% — 795 +725 New Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Reduced 726 35 0.0% 0.0% 793 -572 -44.07% Q4 2025 Jan 30, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 721 35 0.0% 0.0% 794 +19 2.71% Q4 2025 Jan 08, 2026
MOTCO History No change 720 35 0.0% 0.0% 792 0 0.0% Q4 2025 Feb 06, 2026
Millstone Evans Group, LLC History Added to 703 34 0.02% 0.01% 796 +297 73.15% Q4 2025 Feb 02, 2026
First Pacific Financial History Reduced 623 30 0.0% 0.0% 797 -32 -4.89% Q4 2025 Jan 16, 2026
AMERIFLEX GROUP, INC. History Reduced 608 30 0.02% 0.01% 798 -32 -5.0% Q4 2025 Feb 18, 2026
IFP Advisors, Inc History Reduced 601 29 0.0% 0.0% 799 -149 -19.87% Q4 2025 Feb 06, 2026
10Elms LLP History No change 594 29 0.03% 0.03% 800 0 0.0% Q4 2025 Feb 13, 2026