VANGUARD INDEX FUNDS - VTV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 136,148,963 26,003,090 1.89% 1.69% 1 +2,340,458 1.75% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 11,146,367 11,146,367 6.46% 2 +11,146,367 New Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 55,273,064 10,556,602 6.44% 6.86% 3 +1,306,280 2.42% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 33,171,922 6,335,506 0.38% 0.38% 4 -41,121 -0.12% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 20,283,049 3,873,859 1.15% 1.17% 5 -1,612,916 -7.37% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 12,642,287 2,414,550 0.39% 0.4% 6 -959,413 -7.05% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 11,182,864 2,135,037 0.48% 0.48% 7 +70,343 0.63% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 10,741,631 2,051,543 0.56% 0.58% 8 +158,367 1.5% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 8,759,680 1,673,011 0.52% 0.47% 9 +836,994 10.56% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 8,241,454 1,574,035 0.29% 0.27% 10 +536,461 6.96% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 7,915,910 1,511,859 7.86% 11 +7,915,910 New Q4 2025 Feb 18, 2026
Cetera Investment Advisers History Added to 7,443,431 1,421,620 1.55% 1.59% 12 +106,126 1.45% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 7,131,797 1,362,107 3.26% 2.95% 13 +617,155 9.47% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 6,385,243 1,219,517 2.32% 2.37% 14 +155,177 2.49% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 5,780,993 1,104,114 0.18% 15 +5,780,993 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 5,564,462 1,062,756 6.51% 6.51% 16 +106,000 1.94% Q4 2025 Jan 29, 2026
Mill Creek Capital Advisors, LLC History Reduced 5,221,026 997,163 20.32% 20.16% 17 -28,348 -0.54% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 5,055,379 965,552 1.15% 1.14% 18 +335,023 7.1% Q4 2025 Feb 13, 2026
Betterment LLC History Reduced 4,973,990 949,982 1.81% 1.87% 19 -106,045 -2.09% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 4,522,859 863,820 0.04% 0.04% 20 -4,902 -0.11% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 4,312,622 823,614 0.94% 0.97% 21 +1,101,815 34.32% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 4,243,341 810,435 0.44% 0.49% 22 -62,253 -1.45% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,093,400 781,798 0.49% 0.48% 23 +227,315 5.88% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 3,765,710 719,209 0.71% 0.73% 24 +109,590 3.0% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 3,749,143 716,049 0.04% 0.04% 25 +226,579 6.43% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Reduced 3,669,869 700,908 7.66% 7.91% 26 -65,242 -1.75% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 3,497,133 667,917 0.12% 0.12% 27 -17,049 -0.49% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 3,460,961 661,008 0.72% 0.69% 28 +208,749 6.42% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 3,277,770 626,021 4.74% 4.79% 29 +47,840 1.48% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 2,988,709 570,813 0.07% 0.07% 30 +58,933 2.01% Q4 2025 Mar 25, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 2,712,802 518,118 0.69% 0.79% 31 -571,833 -17.41% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 2,652,846 506,667 0.22% 0.21% 32 +166,698 6.71% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 2,608,888 498,271 0.66% 0.84% 33 -713,851 -21.48% Q4 2025 Feb 02, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 2,404,910 459,313 9.16% 8.9% 34 +1,175 0.05% Q4 2025 Feb 05, 2026
OSAIC HOLDINGS, INC. History Reduced 2,366,662 452,184 0.66% 0.62% 35 -21,558 -0.9% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 2,117,942 407,428 5.19% 5.11% 36 +23,777 1.14% Q4 2025 Jan 23, 2026
CBIZ Investment Advisory Services, LLC History Added to 2,109,504 402,894 15.24% 15.16% 37 +33,241 1.6% Q4 2025 Feb 09, 2026
BlackRock, Inc. History Added to 1,916,575 366,046 0.01% 0.0% 38 +1,449,836 310.63% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,734,226 340,414 0.46% 0.35% 39 +512,513 41.95% Q4 2025 Jan 08, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 1,729,977 330,408 4.26% 4.26% 40 +38,791 2.29% Q4 2025 Feb 09, 2026
Modera Wealth Management, LLC History Added to 1,703,688 325,387 3.76% 3.68% 41 +1,306 0.08% Q4 2025 Jan 21, 2026
STIFEL FINANCIAL CORP History Added to 1,674,538 319,819 0.29% 0.27% 42 +90,857 5.74% Q4 2025 Feb 13, 2026
Richard Bernstein Advisors LLC History Reduced 1,662,254 317,478 9.33% 8.99% 43 -30,209 -1.78% Q4 2025 Feb 03, 2026
Bell Bank History Added to 1,604,085 306,364 13.09% 11.76% 44 +147,681 10.14% Q4 2025 Jan 14, 2026
Facet Wealth, Inc. History Added to 1,535,058 304,386 5.39% 5.73% 45 +49,840 3.36% Q4 2025 Jan 29, 2026
Waldron Private Wealth LLC History Added to 1,581,258 302,004 11.94% 11.5% 46 +66,794 4.41% Q4 2025 Jan 14, 2026
LINCOLN NATIONAL CORP History Added to 1,494,671 285,467 8.35% 7.87% 47 +14,202 0.96% Q4 2025 Feb 09, 2026
Members Trust Co History Reduced 1,486,682 283,941 9.26% 9.19% 48 -12,209 -0.81% Q4 2025 Jan 15, 2026
Baird Financial Group, Inc. History Added to 1,486,260 283,860 0.44% 0.44% 49 +32,670 2.25% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,451,534 277,228 1.67% 1.9% 50 +32,842 2.31% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 1,440,253 275,073 0.56% 0.58% 51 -7,911 -0.55% Q4 2025 Jan 23, 2026
MML INVESTORS SERVICES, LLC History Added to 1,386,698 264,845 0.65% 0.64% 52 +98,105 7.61% Q4 2025 Feb 13, 2026
Retirement Investment Advisors, Inc. History Added to 1,375,849 262,773 21.18% 20.9% 53 +27,882 2.07% Q4 2025 Jan 21, 2026
Rockefeller Capital Management L.P. History Added to 1,347,298 257,320 0.46% 0.32% 54 +480,241 55.39% Q4 2025 Mar 16, 2026
Cerity Partners LLC History Added to 1,333,021 254,599 0.37% 0.31% 55 +316,182 31.09% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 1,302,280 248,722 1.7% 1.69% 56 +72,074 5.86% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 1,257,162 240,105 1.31% 1.19% 57 +56,630 4.72% Q4 2025 Jan 29, 2026
NewEdge Advisors, LLC History Added to 1,220,272 233,059 0.85% 0.93% 58 +125,474 11.46% Q4 2025 Feb 18, 2026
MATHER GROUP, LLC. History Reduced 1,166,166 222,726 2.29% 2.2% 59 -4,494 -0.38% Q4 2025 Jan 13, 2026
Corient Private Wealth LLC History Added to 1,314,315 215,847 0.29% 0.32% 60 +235,773 21.86% Q4 2025 Mar 09, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 1,117,089 213,352 1.72% 1.83% 61 -85,430 -7.1% Q4 2025 Jan 27, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,111,170 212,222 0.07% 0.07% 62 -155,924 -12.31% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Added to 1,090,271 208,230 12.34% 9.85% 63 +6,152 0.57% Q4 2025 Feb 10, 2026
Private Advisor Group, LLC History Added to 1,069,607 204,284 0.96% 0.9% 64 +86,153 8.76% Q4 2025 Feb 17, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 1,046,001 199,775 0.34% 65 +1,046,001 New Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Reduced 1,042,872 199,178 2.11% 2.28% 66 -78,227 -6.98% Q4 2025 Feb 10, 2026
Brookstone Capital Management History Added to 1,037,193 198,093 2.27% 2.15% 67 +72,296 7.49% Q4 2025 Jan 15, 2026
Beacon Pointe Advisors, LLC History Added to 993,992 189,842 1.33% 1.29% 68 +176,933 21.65% Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Added to 972,047 185,651 0.31% 0.3% 69 +19,288 2.02% Q4 2025 Feb 12, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 971,407 185,529 12.39% 12.15% 70 +5,085 0.53% Q4 2025 Jan 08, 2026
Merit Financial Group, LLC History Added to 969,104 185,089 1.48% 1.53% 71 +76,196 8.53% Q4 2025 Jan 26, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 946,946 180,857 0.48% 0.51% 72 -39,619 -4.02% Q4 2025 Feb 05, 2026
Creative Planning History Added to 938,262 179,198 0.13% 0.1% 73 +220,353 30.69% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 931,476 177,902 0.73% 0.68% 74 +139,176 17.57% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 898,024 171,513 0.46% 0.4% 75 +93,718 11.65% Q4 2025 Feb 17, 2026
Systematic Alpha Investments, LLC History No change 894,868 170,910 5.33% 5.49% 76 0 0.0% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 859,845 164,222 0.44% 0.31% 77 +303,741 54.62% Q4 2025 Jan 26, 2026
Thrive Wealth Management, LLC History Added to 832,005 158,904 23.34% 22.54% 78 +30,745 3.84% Q4 2025 Jan 12, 2026
US BANCORP \DE\ History Reduced 831,903 158,885 0.19% 0.19% 79 -8,271 -0.98% Q4 2025 Jan 30, 2026
Everhart Financial Group, Inc. History Added to 813,302 155,332 14.39% 14.11% 80 +58,548 7.76% Q4 2025 Jan 07, 2026
RMG Wealth Management LLC History Added to 775,119 153,984 19.94% 19.01% 81 +52,983 7.34% Q4 2025 Jan 29, 2026
71 West Capital Partners History New 805,934 153,925 7.08% 82 +805,934 New Q4 2025 Feb 17, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 773,840 147,795 14.59% 14.8% 83 -6,471 -0.83% Q4 2025 Feb 02, 2026
Gotham Asset Management, LLC History Added to 766,649 146,422 0.53% 0.16% 84 +566,649 283.32% Q4 2025 Feb 17, 2026
Saudi Central Bank History No change 756,686 144,519 5.4% 5.39% 85 0 0.0% Q4 2025 Feb 12, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 748,472 142,950 8.96% 8.74% 86 +40,127 5.66% Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Added to 741,134 141,549 0.79% 0.79% 87 +43,742 6.27% Q4 2025 Feb 03, 2026
Strategies Wealth Advisors, LLC History Added to 727,968 139,034 13.93% 13.49% 88 +32,333 4.65% Q4 2025 Feb 13, 2026
Mountain Capital Investment Advisors Inc. History Added to 683,529 135,058 21.78% 21.66% 89 +25,457 3.87% Q4 2025 Jan 28, 2026
NEPC LLC History Added to 704,920 134,632 2.87% 2.88% 90 +117,518 20.01% Q4 2025 Feb 17, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 703,637 134,386 11.28% 11.14% 91 +15,858 2.31% Q4 2025 Feb 03, 2026
Prime Capital Investment Advisors, LLC History Reduced 696,914 133,103 1.62% 1.69% 92 -24,144 -3.35% Q4 2025 Jan 21, 2026
Clearstead Advisors, LLC History Added to 694,349 132,613 1.67% 1.67% 93 +13,521 1.99% Q4 2025 Feb 09, 2026
Focused Wealth Management, Inc History Added to 680,890 130,043 13.59% 13.01% 94 +25,671 3.92% Q4 2025 Jan 29, 2026
Envestnet Portfolio Solutions, Inc. History Added to 659,149 125,890 0.44% 0.44% 95 +25,635 4.05% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 647,557 123,676 3.06% 3.15% 96 -3,791 -0.58% Q4 2025 Feb 09, 2026
Brickley Wealth Management History Reduced 641,354 122,492 20.65% 20.87% 97 -753 -0.12% Q4 2025 Jan 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 637,292 121,716 1.63% 1.69% 98 -20,291 -3.09% Q4 2025 Jan 30, 2026
SIMON QUICK ADVISORS, LLC History Added to 628,428 120,023 5.24% 5.02% 99 +33,225 5.58% Q4 2025 Jan 29, 2026
Foster Group, Inc. History Reduced 612,092 116,903 3.53% 3.68% 100 -16,745 -2.66% Q4 2025 Jan 12, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 609,367 116,383 4.34% 4.57% 101 -6,982 -1.13% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 603,448 115,252 0.85% 0.81% 102 +43,157 7.7% Q4 2025 Feb 12, 2026
Efficient Advisors, LLC History Reduced 582,862 111,320 6.5% 6.17% 103 -4,019 -0.68% Q4 2025 Jan 21, 2026
BOK Financial Private Wealth, Inc. History Reduced 577,300 110,258 6.75% 6.88% 104 -5,956 -1.02% Q4 2025 Feb 06, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 575,021 109,823 0.86% 0.89% 105 -12,692 -2.16% Q4 2025 Feb 03, 2026
IFC Advisors LLC History New 571,755 109,199 15.95% 106 +571,755 New Q4 2025 Feb 12, 2026
Bleakley Financial Group, LLC History Added to 566,924 108,276 1.88% 2.38% 107 +16,070 2.92% Q4 2025 Feb 09, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 564,272 107,770 6.52% 6.42% 108 +14,345 2.61% Q4 2025 Feb 13, 2026
Permanens Capital L.P. History Reduced 561,293 107,201 13.98% 18.35% 109 -95,062 -14.48% Q4 2025 Feb 17, 2026
RMR Wealth Builders History Added to 556,263 106,240 8.5% 8.38% 110 +22,121 4.14% Q4 2025 Jan 29, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 539,758 103,088 9.95% 9.89% 111 +15,886 3.03% Q4 2025 Feb 06, 2026
Lido Advisors, LLC History Added to 528,818 100,821 0.3% 0.2% 112 +180,398 51.78% Q4 2025 Feb 10, 2026
Pathway Financial Advisors LLC History Added to 506,913 99,502 12.5% 12.08% 113 +20,979 4.32% Q4 2025 Jan 14, 2026
Euclidean Capital LLC History New 520,000 99,314 26.88% 114 +520,000 New Q4 2025 Feb 17, 2026
Cornerstone Management, Inc. History Added to 518,964 99,116 16.16% 15.95% 115 +1,893 0.37% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Added to 512,882 97,955 0.15% 0.1% 116 +168,613 48.98% Q4 2025 Feb 05, 2026
BANK OF HAWAII History Reduced 503,578 96,178 4.75% 4.94% 117 -27,300 -5.14% Q4 2025 Mar 03, 2026
Nadler Financial Group, Inc. History Added to 502,189 95,913 8.92% 8.65% 118 +15,339 3.15% Q4 2025 Jan 28, 2026
Accredited Investors Inc. History Added to 499,930 95,481 5.07% 4.94% 119 +25,442 5.36% Q4 2025 Feb 05, 2026
CreativeOne Wealth, LLC History Added to 498,199 95,150 2.31% 2.14% 120 +27,976 5.95% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History Added to 490,263 93,635 3.3% 3.04% 121 +160,284 48.57% Q4 2025 Jan 21, 2026
Arax Advisory Partners History New 487,674 93,140 2.71% 122 +487,674 New Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 481,837 92,025 1.35% 1.34% 123 +9,962 2.11% Q4 2025 Feb 13, 2026
Trust Co of Tennessee History Reduced 481,251 91,915 18.26% 19.0% 124 -1,937 -0.4% Q4 2025 Jan 30, 2026
Savant Capital, LLC History Added to 471,585 90,068 0.51% 0.47% 125 +54,037 12.94% Q4 2025 Feb 10, 2026
&PARTNERS History Added to 466,133 89,054 0.47% 0.51% 126 +40,627 9.55% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 462,799 88,389 0.13% 0.15% 127 -4,250 -0.91% Q4 2025 Feb 18, 2026
Relyea Zuckerberg Hanson LLC History Added to 460,805 88,009 8.89% 8.94% 128 +4,674 1.02% Q4 2025 Jan 20, 2026
Clark Asset Management, LLC History Added to 457,865 87,447 9.08% 9.23% 129 +31,784 7.46% Q4 2025 Jan 27, 2026
VANGUARD GROUP INC History Added to 454,983 86,897 0.0% 0.0% 130 +39,923 9.62% Q4 2025 Jan 29, 2026
Pasadena Private Wealth, LLC History Added to 446,866 85,346 11.6% 11.63% 131 +13,491 3.11% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 439,554 84,037 0.15% 0.03% 132 +351,153 397.23% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Added to 438,263 83,703 0.9% 0.81% 133 +150,472 52.29% Q4 2025 Jan 23, 2026
Parkway Wealth Management Group, LLC History New 435,414 83,159 11.16% 134 +435,414 New Q4 2025 Feb 10, 2026
Allworth Financial LP History New 420,198 80,253 0.33% 135 +420,198 New Q4 2025 Feb 05, 2026
STEPHENS INC /AR/ History Added to 418,398 79,909 0.99% 0.96% 136 +15,629 3.88% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 416,342 79,516 0.44% 0.44% 137 +9,069 2.23% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Reduced 415,941 79,441 0.11% 0.14% 138 -109,919 -20.9% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 415,869 79,426 0.03% 0.03% 139 +11,300 2.79% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 407,960 77,916 0.01% 0.0% 140 +256,508 169.37% Q4 2025 Feb 17, 2026
Rodgers & Associates, LTD History Reduced 407,105 77,752 7.87% 7.86% 141 -1,904 -0.47% Q4 2025 Jan 22, 2026
Unison Advisors LLC History Added to 405,305 77,409 6.76% 6.84% 142 +4,852 1.21% Q4 2025 Jan 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 402,563 76,885 0.95% 0.95% 143 +13,535 3.48% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Reduced 387,599 74,027 0.84% 0.85% 144 -11,920 -2.98% Q4 2025 Feb 05, 2026
UMB Bank, n.a. History Added to 386,078 73,737 0.98% 0.22% 145 +306,453 384.87% Q4 2025 Feb 13, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 379,593 72,498 13.24% 13.19% 146 +7,220 1.94% Q4 2025 Jan 13, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 376,347 71,878 10.33% 147 +376,347 New Q4 2025 Jan 21, 2026
CSM Advisors, LLC History No change 366,983 70,091 1.9% 1.91% 148 0 0.0% Q4 2025 Feb 11, 2026
49 WEALTH MANAGEMENT, LLC History Added to 366,370 69,972 5.69% 5.53% 149 +51,658 16.41% Q4 2025 Feb 04, 2026
EVOKE WEALTH, LLC History Reduced 361,980 69,134 1.29% 1.4% 150 -8,065 -2.18% Q4 2025 Feb 06, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 358,385 68,447 3.56% 3.81% 151 -23,892 -6.25% Q4 2025 Jan 26, 2026
Japan Science & Technology Agency History No change 357,328 68,246 1.25% 1.19% 152 0 0.0% Q4 2025 Feb 06, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 356,046 68,001 5.5% 5.46% 153 -886 -0.25% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Reduced 354,990 67,799 1.04% 1.07% 154 -7,272 -2.01% Q4 2025 Jan 20, 2026
SAGE FINANCIAL GROUP INC History Reduced 353,213 67,460 4.46% 4.56% 155 -6,112 -1.7% Q4 2025 Jan 27, 2026
Koshinski Asset Management, Inc. History Added to 352,900 67,400 4.34% 4.22% 156 +15,730 4.67% Q4 2025 Feb 03, 2026
Advisors Capital Management, LLC History Added to 351,413 67,116 0.79% 0.77% 157 +17,904 5.37% Q4 2025 Jan 29, 2026
EverSource Wealth Advisors, LLC History Added to 351,076 67,051 2.47% 2.43% 158 +21,911 6.66% Q4 2025 Feb 06, 2026
Gleason Group, Inc. History Added to 350,666 66,973 6.57% 6.5% 159 +3,757 1.08% Q4 2025 Jan 15, 2026
Janney Montgomery Scott LLC History Added to 348,284 66,519 0.15% 0.15% 160 +3,572 1.04% Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 348,192 66,501 2.1% 2.16% 161 -7,262 -2.04% Q4 2025 Jan 30, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 343,484 65,602 4.14% 4.02% 162 +12,005 3.62% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 342,402 65,395 1.16% 1.29% 163 -4,038 -1.17% Q4 2025 Jan 16, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 338,587 64,666 0.03% 0.09% 164 -535,415 -61.26% Q4 2025 Feb 10, 2026
Grey Fox Wealth Advisors, LLC History Added to 337,318 64,424 13.19% 12.44% 165 +11,751 3.61% Q4 2025 Feb 12, 2026
EQUITABLE TRUST CO History Reduced 331,443 63,302 2.83% 2.89% 166 -5,976 -1.77% Q4 2025 Feb 02, 2026
Concurrent Investment Advisors, LLC History Added to 330,447 63,111 0.72% 0.95% 167 +31,912 10.69% Q4 2025 Jan 29, 2026
OLIO Financial Planning History Added to 325,982 62,259 17.46% 17.35% 168 +8,855 2.79% Q4 2025 Jan 21, 2026
Trust Co History Added to 318,316 60,795 5.7% 6.04% 169 +1,913 0.6% Q4 2025 Jan 15, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 311,253 59,446 1.2% 1.24% 170 -1,356 -0.43% Q4 2025 Feb 06, 2026
Warwick Investment Management, Inc. History Added to 308,508 58,921 9.08% 8.53% 171 +45,052 17.1% Q4 2025 Jan 15, 2026
M&T BANK CORP History Reduced 308,142 58,852 0.19% 0.2% 172 -4,677 -1.5% Q4 2025 Jan 30, 2026
Blue Edge Capital, LLC History Added to 305,343 58,317 7.8% 7.93% 173 +6,022 2.01% Q4 2025 Feb 12, 2026
Partners in Financial Planning History Added to 304,877 58,228 9.86% 9.72% 174 +3,401 1.13% Q4 2025 Feb 02, 2026
Affinity Capital Advisors, LLC History Added to 303,256 57,918 8.02% 8.21% 175 +16,734 5.84% Q4 2025 Jan 09, 2026
Foster Victor Wealth Advisors, LLC History Reduced 291,662 57,856 3.37% 3.43% 176 -2,064 -0.7% Q4 2025 Jan 26, 2026
Hirtle Callaghan & Co LLC History Reduced 302,816 57,834 1.97% 2.02% 177 -5,016 -1.63% Q4 2025 Feb 04, 2026
Waverly Advisors, LLC History Added to 301,211 57,528 0.47% 0.46% 178 +52,232 20.98% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 294,306 56,209 0.3% 0.27% 179 +18,253 6.61% Q4 2025 Jan 12, 2026
McIlrath & Eck, LLC History Added to 294,179 56,185 5.22% 5.21% 180 +23,772 8.79% Q4 2025 Feb 03, 2026
Wealthspire Advisors, LLC History Reduced 288,995 55,195 0.44% 0.57% 181 -291,515 -50.22% Q4 2025 Feb 13, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 283,710 54,185 2.25% 2.18% 182 +10,559 3.87% Q4 2025 Feb 13, 2026
Bishop & Co Investment Management, LLC History Added to 282,438 53,942 17.87% 17.41% 183 +3,357 1.2% Q4 2025 Jan 21, 2026
Savvy Advisors, Inc. History Added to 282,432 53,941 1.74% 1.58% 184 +97,899 53.05% Q4 2025 Jan 20, 2026
MAI Capital Management History Added to 280,648 53,600 0.31% 0.3% 185 +26,233 10.31% Q4 2025 Feb 13, 2026
OARSMAN CAPITAL, INC. History Added to 276,495 52,807 6.85% 6.79% 186 +16,649 6.41% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 276,181 52,747 0.04% 187 +276,181 New Q4 2025 Feb 13, 2026
Crane Advisory, LLC History Added to 264,300 52,040 7.87% 7.63% 188 +3,253 1.25% Q4 2025 Jan 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 267,311 51,053 2.81% 2.87% 189 -4,656 -1.71% Q4 2025 Feb 13, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 265,857 50,776 7.33% 7.38% 190 -4,638 -1.71% Q4 2025 Feb 06, 2026
MCF Advisors LLC History Added to 264,969 50,606 2.8% 2.95% 191 +7,194 2.79% Q4 2025 Feb 11, 2026
FIFTH THIRD BANCORP History Reduced 264,030 50,427 0.16% 0.17% 192 -15,525 -5.55% Q4 2025 Feb 02, 2026
Chaney Capital Management, Inc. History Added to 263,681 50,360 17.38% 17.24% 193 +3,080 1.18% Q4 2025 Jan 27, 2026
Cresset Asset Management, LLC History Added to 255,584 48,814 0.21% 0.21% 194 +3,927 1.56% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 254,131 48,536 2.68% 3.05% 195 -12,194 -4.58% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Reduced 252,746 48,271 0.55% 0.68% 196 -1,683 -0.66% Q4 2025 Feb 03, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 252,119 48,153 5.89% 5.8% 197 +10,723 4.44% Q4 2025 Jan 07, 2026
MGO ONE SEVEN LLC History Added to 251,376 48,010 0.98% 1.06% 198 +4,469 1.81% Q4 2025 Feb 03, 2026
FRANKLIN RESOURCES INC History Added to 250,436 47,830 0.01% 0.01% 199 +4,446 1.81% Q4 2025 Feb 11, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 247,174 47,207 5.16% 4.93% 200 +14,947 6.44% Q4 2025 Feb 18, 2026
TRUEFG, LLC History Added to 245,399 46,868 12.58% 12.59% 201 +1,063 0.44% Q4 2025 Jan 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 243,929 46,588 2.94% 2.92% 202 +11,066 4.75% Q4 2025 Feb 06, 2026
TL Private Wealth History Added to 235,176 46,287 17.82% 17.24% 203 +2,263 0.97% Q4 2025 Jan 12, 2026
Noble Family Wealth, LLC History Added to 240,499 45,932 9.68% 9.45% 204 +10,627 4.62% Q4 2025 Jan 07, 2026
INTEGRITY ALLIANCE, LLC. History Added to 240,263 45,887 1.67% 1.84% 205 +30,462 14.52% Q4 2025 Feb 09, 2026
Financial Engines Advisors L.L.C. History Reduced 237,644 45,387 0.09% 0.11% 206 -83,626 -26.03% Q4 2025 Feb 12, 2026
Wealth Analytics Partners, LLC History New 236,456 45,160 17.71% 207 +236,456 New Q4 2025 Feb 17, 2026
Strategic Investment Advisors / MI History Reduced 235,133 44,908 3.88% 3.95% 208 -428 -0.18% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 231,566 44,226 0.17% 0.17% 209 +4,277 1.88% Q4 2025 Feb 12, 2026
Focus Financial Network, Inc. History Added to 231,133 44,144 1.54% 0.42% 210 +168,218 267.37% Q4 2025 Jan 12, 2026
Hennion & Walsh Asset Management, Inc. History Added to 229,528 43,837 1.51% 1.48% 211 +11,089 5.08% Q4 2025 Jan 14, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 224,784 42,931 6.2% 5.48% 212 +33,560 17.55% Q4 2025 Jan 23, 2026
Dougherty Wealth Advisers LLC History Added to 223,310 42,649 24.1% 24.7% 213 +17,724 8.62% Q4 2025 Jan 29, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 222,186 42,435 2.54% 2.33% 214 +6,552 3.04% Q4 2025 Jan 20, 2026
COMERICA BANK History Added to 220,254 42,066 0.17% 0.15% 215 +1,628 0.74% Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History Added to 219,290 41,882 1.08% 1.34% 216 +3,714 1.72% Q4 2025 Feb 17, 2026
GOLDEN ROAD ADVISORS LLC History Added to 218,949 41,817 23.81% 22.75% 217 +8,203 3.89% Q4 2025 Feb 02, 2026
Financial Advisory Corp History Reduced 218,180 41,670 6.06% 6.2% 218 -7,765 -3.44% Q4 2025 Jan 27, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 214,953 41,053 17.59% 16.91% 219 +8,184 3.96% Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 212,730 40,629 0.72% 0.53% 220 +86,626 68.69% Q4 2025 Feb 06, 2026
Strategic Blueprint, LLC History Reduced 207,983 39,722 2.34% 2.84% 221 -141,031 -40.41% Q4 2025 Jan 30, 2026
Apella Capital, LLC History Added to 204,929 39,139 0.77% 0.84% 222 +468 0.23% Q4 2025 Jan 21, 2026
Berman McAleer LLC History Added to 204,439 39,045 5.34% 5.28% 223 +2,989 1.48% Q4 2025 Feb 05, 2026
Wealth Alliance Advisory Group, LLC History Added to 203,364 38,840 6.65% 6.67% 224 +5,053 2.55% Q4 2025 Jan 29, 2026
FLC Capital Advisors History Added to 202,894 38,750 7.15% 6.55% 225 +21,665 11.95% Q4 2025 Feb 11, 2026
Avior Wealth Management, LLC History Reduced 202,237 38,625 1.2% 1.22% 226 -1,432 -0.7% Q4 2025 Jan 06, 2026
Advisory Services Network, LLC History Added to 202,049 38,589 0.55% 0.54% 227 +5,463 2.78% Q4 2025 Feb 17, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 185,957 38,379 5.48% 4.88% 228 +24,243 14.99% Q4 2025 Feb 11, 2026
Jacobsen Capital Management History Added to 200,547 38,302 12.51% 11.82% 229 +13,488 7.21% Q4 2025 Jan 26, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 198,219 37,857 1.83% 0.97% 230 +112,367 130.88% Q4 2025 Jan 28, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 196,244 37,480 0.8% 0.81% 231 +2,771 1.43% Q4 2025 Feb 05, 2026
Penserra Capital Management LLC History Reduced 195,597 37,357 0.44% 0.55% 232 -52,195 -21.06% Q4 2025 Feb 12, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 192,923 36,846 1.87% 1.85% 233 +2,122 1.11% Q4 2025 Feb 03, 2026
NORTHERN TRUST CORP History Added to 189,548 36,201 0.0% 0.0% 234 +8,044 4.43% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 188,387 35,980 0.17% 235 +188,387 New Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 188,069 35,919 0.8% 0.81% 236 +6,469 3.56% Q4 2025 Jan 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 185,027 35,338 0.02% 0.01% 237 +99,108 115.35% Q4 2025 Feb 17, 2026
AAF Wealth Management, LLC History Added to 184,455 35,229 14.85% 15.13% 238 +5,396 3.01% Q4 2025 Feb 06, 2026
BROWN ADVISORY INC History Reduced 183,328 35,013 0.05% 0.04% 239 -467 -0.25% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 183,226 34,994 0.62% 0.34% 240 +93,055 103.2% Q4 2025 Jan 13, 2026
Trustees of Dartmouth College History No change 182,250 34,807 8.85% 8.73% 241 0 0.0% Q4 2025 Jan 14, 2026
FIRST AMERICAN TRUST, FSB History Reduced 182,020 34,763 2.39% 2.47% 242 -173 -0.09% Q4 2025 Feb 11, 2026
Sepio Capital, LP History Reduced 181,516 34,667 1.9% 2.19% 243 -16,848 -8.49% Q4 2025 Feb 12, 2026
NWAM LLC History Reduced 178,489 34,573 1.93% 1.84% 244 -3,383 -1.86% Q4 2025 Feb 04, 2026
Goldstone Financial Group, LLC History Added to 180,685 34,509 3.84% 3.8% 245 +8,246 4.78% Q4 2025 Feb 13, 2026
REGATTA CAPITAL GROUP, LLC History Added to 179,102 34,206 5.17% 5.13% 246 +4,780 2.74% Q4 2025 Jan 13, 2026
MA Private Wealth History Added to 178,299 34,053 5.68% 5.38% 247 +6,797 3.96% Q4 2025 Feb 03, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 177,905 33,978 3.73% 3.96% 248 -4,241 -2.33% Q4 2025 Feb 13, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 176,221 33,656 15.11% 15.41% 249 +3,831 2.22% Q4 2025 Jan 28, 2026
Cornerstone Wealth Advisors, Inc. History Added to 175,743 33,565 7.81% 7.81% 250 +2,676 1.55% Q4 2025 Jan 14, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 175,653 33,547 6.06% 5.81% 251 +2,430 1.4% Q4 2025 Jan 16, 2026
Hiley Hunt Wealth Management History Added to 174,632 33,352 14.92% 15.13% 252 +2,211 1.28% Q4 2025 Jan 06, 2026
Sageworth Trust Co History Reduced 174,303 33,290 1.43% 1.57% 253 -6,108 -3.39% Q4 2025 Feb 03, 2026
Hilltop Partners LLC History Added to 170,508 32,565 8.39% 9.26% 254 +4,326 2.6% Q4 2025 Feb 10, 2026
ACORN CREEK CAPITAL LLC History Added to 170,047 32,477 11.67% 11.62% 255 +4,976 3.01% Q4 2025 Feb 02, 2026
Modern Wealth Management, LLC History Added to 169,455 32,364 0.59% 0.62% 256 +1,173 0.7% Q4 2025 Feb 17, 2026
Bare Financial Services, Inc History Added to 168,965 32,270 8.98% 8.92% 257 +8,748 5.46% Q4 2025 Feb 06, 2026
WARNER FINANCIAL, INC History Added to 168,363 32,156 11.16% 11.42% 258 +4,413 2.69% Q4 2025 Jan 21, 2026
Arbor Wealth Advisors LLC History Added to 168,290 32,141 22.9% 23.25% 259 +1,302 0.78% Q4 2025 Jan 12, 2026
Fee-Only Financial Planning, L.C. History Reduced 166,630 31,824 18.55% 18.43% 260 -2,785 -1.64% Q4 2025 Jan 26, 2026
Kaydan Wealth Management, Inc. History Reduced 166,336 31,768 9.19% 8.97% 261 -2,085 -1.24% Q4 2025 Jan 12, 2026
Arkadios Wealth Advisors History Added to 162,346 31,006 0.6% 0.31% 262 +94,077 137.8% Q4 2025 Feb 13, 2026
Towerpoint Wealth, LLC History Added to 161,112 30,770 12.18% 11.98% 263 +4,168 2.66% Q4 2025 Jan 15, 2026
Freedom Investment Management, Inc. History Reduced 159,320 30,428 8.85% 8.3% 264 -8,963 -5.33% Q4 2025 Feb 06, 2026
Bragg Financial Advisors, Inc History Added to 157,892 30,155 0.98% 0.94% 265 +4,889 3.2% Q4 2025 Feb 13, 2026
Wealthspire Retirement, LLC History Reduced 156,581 29,905 1.82% 1.88% 266 -1,204 -0.76% Q4 2025 Feb 18, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 156,558 29,901 5.46% 5.59% 267 -1,321 -0.84% Q4 2025 Feb 09, 2026
Mesirow Financial Investment Management, Inc. History Reduced 156,185 29,829 0.61% 0.7% 268 -52,755 -25.25% Q4 2025 Feb 05, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 155,702 29,737 0.4% 0.41% 269 -8,780 -5.34% Q4 2025 Feb 13, 2026
United Financial Planning Group LLC History Added to 155,169 29,635 17.98% 0.01% 270 +155,120 316571.43% Q4 2025 Feb 11, 2026
ALLEN WEALTH MANAGEMENT, LLC History Reduced 152,940 29,210 17.58% 19.99% 271 -5,145 -3.25% Q4 2025 Jan 23, 2026
Waterford Advisors, LLC History Added to 152,498 29,125 11.38% 9.61% 272 +3,498 2.35% Q4 2025 Feb 20, 2026
Stratos Wealth Partners, LTD. History Added to 152,005 29,031 0.33% 0.31% 273 +9,307 6.52% Q4 2025 Jan 20, 2026
PRINCIPAL SECURITIES, INC. History Added to 150,849 28,810 0.44% 0.44% 274 +8,262 5.79% Q4 2025 Feb 12, 2026
Rise Advisors, LLC History Reduced 150,747 28,791 10.27% 14.77% 275 -70,025 -31.72% Q4 2025 Feb 11, 2026
Wealth Architects, LLC History Reduced 149,683 28,587 2.58% 2.68% 276 -2,611 -1.71% Q4 2025 Feb 17, 2026
FWG Holdings, LLC History No change 152,402 28,346 10.76% 12.23% 277 0 0.0% Q4 2025 Feb 02, 2026
Frisch Financial Group, Inc. History Added to 146,924 28,060 6.29% 6.22% 278 +4,339 3.04% Q4 2025 Feb 06, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Added to 146,777 28,032 9.05% 9.19% 279 +5,140 3.63% Q4 2025 Feb 02, 2026
Rochester Wealth Strategies, LLC History Added to 144,993 27,692 17.39% 17.26% 280 +3,555 2.51% Q4 2025 Jan 15, 2026
COURIER CAPITAL LLC History Added to 144,791 27,653 1.55% 1.54% 281 +960 0.67% Q4 2025 Jan 29, 2026
VALLEY NATIONAL ADVISERS INC History Added to 144,374 27,573 3.82% 3.34% 282 +28,618 24.72% Q4 2025 Jan 23, 2026
Lebenthal Global Advisors, LLC History Added to 144,038 27,509 4.24% 4.59% 283 +3,327 2.36% Q4 2025 Jan 28, 2026
Smith & Howard Wealth Management, LLC History Reduced 143,348 27,375 6.16% 6.19% 284 -722 -0.5% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Reduced 143,189 27,347 0.5% 0.49% 285 -424 -0.3% Q4 2025 Feb 11, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Added to 141,892 27,099 4.21% 4.15% 286 +1,890 1.35% Q4 2025 Jan 23, 2026
Financial Management Professionals, Inc. History Added to 140,571 26,847 2.77% 2.73% 287 +509 0.36% Q4 2025 Jan 27, 2026
First PREMIER Bank History Added to 139,344 26,613 6.1% 5.84% 288 +1,322 0.96% Q4 2025 Jan 23, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 138,777 26,505 2.86% 2.61% 289 +5,628 4.23% Q4 2025 Feb 17, 2026
Antonelli Financial Advisors, LLC History Added to 138,441 26,441 17.39% 15.34% 290 +17,328 14.31% Q4 2025 Jan 27, 2026
TD Capital Management LLC History Reduced 137,735 26,306 2.33% 2.32% 291 -463 -0.34% Q4 2025 Feb 26, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 137,050 26,175 2.63% 1.32% 292 +69,027 101.48% Q4 2025 Jan 27, 2026
25 LLC History Added to 136,400 26,050 8.27% 8.28% 293 +5,965 4.57% Q4 2025 Jan 15, 2026
FIFTH THIRD SECURITIES, INC. History Added to 135,632 25,904 1.69% 1.68% 294 +4,084 3.1% Q4 2025 Jan 23, 2026
PARK AVENUE SECURITIES LLC History Reduced 135,077 25,798 0.22% 0.2% 295 -4,092 -2.94% Q4 2025 Jan 05, 2026
Black Diamond Financial, LLC History Added to 134,771 25,740 2.71% 2.71% 296 +5,126 3.95% Q4 2025 Feb 03, 2026
Arcadia Wealth Management, LLC History Added to 134,561 25,699 9.56% 9.04% 297 +12,417 10.17% Q4 2025 Feb 03, 2026
Veery Capital, LLC History Added to 134,419 25,672 7.88% 7.79% 298 +2,153 1.63% Q4 2025 Jan 27, 2026
Parker Financial LLC History Added to 134,090 25,610 10.39% 10.23% 299 +303 0.23% Q4 2025 Feb 03, 2026
Certified Advisory Corp History Added to 133,139 25,428 2.32% 2.35% 300 +596 0.45% Q4 2025 Jan 12, 2026
WEALTHSPAN PARTNERS, LLC History Added to 132,245 25,257 9.18% 9.34% 301 +1,030 0.78% Q4 2025 Jan 27, 2026
Impact Partnership Wealth, LLC History Reduced 131,556 25,125 3.22% 4.03% 302 -13,809 -9.5% Q4 2025 Feb 10, 2026
Evolution Advisers, Inc. History Added to 131,486 25,112 10.87% 10.75% 303 +3,574 2.79% Q4 2025 Jan 23, 2026
White Lighthouse Investment Management Inc. History Added to 131,334 25,083 3.5% 3.58% 304 +5,564 4.42% Q4 2025 Feb 09, 2026
Prospera Financial Services Inc History Reduced 130,554 24,948 0.41% 0.43% 305 -5,441 -4.0% Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 130,382 24,901 0.05% 0.05% 306 +33,615 34.74% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 130,047 24,838 0.48% 0.5% 307 -2,701 -2.03% Q4 2025 Feb 12, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 129,802 24,790 1.59% 1.52% 308 +6,904 5.62% Q4 2025 Feb 04, 2026
Meridian Wealth Management, LLC History Added to 129,464 24,726 0.87% 0.9% 309 +3,333 2.64% Q4 2025 Feb 04, 2026
REAP Financial Group, LLC History Added to 129,239 24,683 5.01% 4.72% 310 +12,754 10.95% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Added to 128,907 24,620 0.64% 0.73% 311 +384 0.3% Q4 2025 Feb 02, 2026
BEACON FINANCIAL GROUP History New 128,741 24,588 2.45% 312 +128,741 New Q4 2025 Apr 01, 2026
SOL Capital Management CO History Reduced 128,036 24,454 2.2% 2.18% 313 -2,432 -1.86% Q4 2025 Jan 30, 2026
Clayton Financial Group LLC History Added to 128,026 24,451 12.47% 15.84% 314 +11,737 10.09% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Reduced 127,779 24,404 0.72% 0.82% 315 -7,421 -5.49% Q4 2025 Feb 19, 2026
Shore Point Advisors, LLC History Added to 226,259 24,163 10.23% 10.22% 316 +102,347 82.6% Q4 2025 Jan 23, 2026
Elm Partners Management LLC History Added to 125,961 24,057 1.09% 1.07% 317 +11,018 9.59% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Added to 125,729 24,013 0.51% 0.51% 318 +1,472 1.18% Q4 2025 Feb 02, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 124,741 23,824 3.37% 3.6% 319 +2,640 2.16% Q4 2025 Jan 12, 2026
Chicago Partners Investment Group LLC History Reduced 119,698 23,651 0.58% 0.59% 320 -1,266 -1.05% Q4 2025 Jan 28, 2026
Wealthcare Advisory Partners LLC History Reduced 121,482 23,201 0.46% 0.48% 321 -1,515 -1.23% Q4 2025 Jan 14, 2026
STALEY CAPITAL ADVISERS INC History Added to 119,354 22,795 0.94% 0.91% 322 +969 0.82% Q4 2025 Feb 05, 2026
SAPIENT CAPITAL LLC History Added to 117,538 22,610 0.32% 0.3% 323 +12,949 12.38% Q4 2025 Feb 05, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Reduced 117,874 22,512 5.92% 6.4% 324 -503 -0.42% Q4 2025 Feb 13, 2026
Boyd Wealth Management, LLC History Reduced 117,790 22,496 9.54% 9.56% 325 -1,262 -1.06% Q4 2025 Jan 28, 2026
Advantage Trust Co History Added to 117,505 22,442 10.11% 8.53% 326 +16,224 16.02% Q4 2025 Jan 29, 2026
Compton Wealth Advisory Group, LLC History Reduced 117,467 22,435 4.9% 5.09% 327 -564 -0.48% Q4 2025 Jan 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 117,038 22,353 1.03% 1.02% 328 -1,608 -1.36% Q4 2025 Feb 17, 2026
Oak Root LLC History Reduced 116,982 22,342 2.7% 2.6% 329 -3,228 -2.69% Q4 2025 Jan 16, 2026
Venture Visionary Partners LLC History Reduced 115,872 22,246 0.73% 0.75% 330 -1,144 -0.98% Q4 2025 Feb 13, 2026
Stephens Consulting, LLC History Added to 115,522 22,063 7.13% 7.37% 331 +13 0.01% Q4 2025 Jan 13, 2026
LaSalle St. Investment Advisors, LLC History Added to 115,377 22,035 3.55% 3.09% 332 +22,875 24.73% Q4 2025 Feb 17, 2026
E&R Wealth Management, LLC History New 115,235 22,008 22.97% 333 +115,235 New Q4 2025 Feb 11, 2026
BOKF, NA History Reduced 114,889 21,942 0.34% 0.34% 334 -6,892 -5.66% Q4 2025 Feb 03, 2026
Spire Wealth Management History Reduced 114,767 21,919 0.73% 0.75% 335 -2,620 -2.23% Q4 2025 Jan 14, 2026
Retirement Planning Group, LLC History Reduced 114,761 21,918 0.72% 0.91% 336 -25,379 -18.11% Q4 2025 Feb 03, 2026
FIRST HORIZON CORP History Added to 114,721 21,910 0.98% 0.96% 337 +5,532 5.07% Q4 2025 Jan 27, 2026
Firestone Capital Management History Reduced 112,823 21,548 4.57% 4.55% 338 -103 -0.09% Q4 2025 Feb 09, 2026
Heartwood Wealth Advisors LLC History Reduced 112,199 21,428 1.97% 1.96% 339 -395 -0.35% Q4 2025 Jan 12, 2026
MTC Wealth Management LLC History Reduced 112,138 21,417 10.05% 9.89% 340 -1,720 -1.51% Q4 2025 Jan 15, 2026
Sovereign Financial Group, Inc. History Reduced 111,969 21,385 3.68% 3.91% 341 -137 -0.12% Q4 2025 Jan 07, 2026
SEVEN MILE ADVISORY History Added to 111,154 21,229 3.65% 3.25% 342 +3,328 3.09% Q4 2025 Feb 13, 2026
Compass Planning Associates Inc History Reduced 111,132 21,225 14.7% 21.37% 343 -13,799 -11.05% Q4 2025 Jan 22, 2026
Nabity-Jensen Investment Management Inc History Added to 110,891 21,179 14.34% 14.15% 344 +1,411 1.29% Q4 2025 Jan 26, 2026
Schwallier Wealth Management LLC History Reduced 105,642 21,102 13.48% 12.98% 345 -5,879 -5.27% Q4 2025 Feb 11, 2026
Capital Investment Advisory Services, LLC History Added to 109,879 20,985 1.48% 1.57% 346 +3,780 3.56% Q4 2025 Jan 21, 2026
Werba Rubin Papier Wealth Management History Added to 109,844 20,979 5.68% 3.22% 347 +3,062 2.87% Q4 2025 Jan 27, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 108,606 20,742 10.52% 10.35% 348 +4,432 4.25% Q4 2025 Feb 17, 2026
Campbell Deegan Wealth Management, LLC History Added to 108,134 20,652 16.67% 17.48% 349 +3,171 3.02% Q4 2025 Jan 22, 2026
Aspen Wealth Strategies, LLC History Added to 107,349 20,502 11.22% 10.52% 350 +5,809 5.72% Q4 2025 Jan 28, 2026
Elite Financial, Inc. History Added to 106,615 20,362 9.26% 9.07% 351 +687 0.65% Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History Added to 106,476 20,335 0.92% 0.86% 352 +7,466 7.54% Q4 2025 Feb 13, 2026
R. W. Roge & Company, Inc. History Reduced 105,500 20,149 9.95% 10.14% 353 -544 -0.51% Q4 2025 Jan 23, 2026
VestGen Advisors, LLC History Reduced 105,029 20,059 0.85% 1.87% 354 -195,315 -65.03% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 105,000 20,053 0.38% 0.4% 355 +1,263 1.22% Q4 2025 Feb 03, 2026
STAR Financial Bank History Added to 104,564 19,970 10.2% 8.59% 356 +26,705 34.3% Q4 2025 Feb 13, 2026
Mayfair Advisory Group, LLC History Added to 103,156 19,889 7.72% 6.22% 357 +25,415 32.69% Q4 2025 Jan 21, 2026
AE Wealth Management LLC History Added to 103,606 19,787 0.11% 0.12% 358 +5,750 5.88% Q4 2025 Jan 26, 2026
JANUS HENDERSON GROUP PLC History Reduced 103,562 19,779 0.01% 0.01% 359 -1,335 -1.27% Q4 2025 Feb 17, 2026
Hartmann Taylor Wealth Management, LLC History Added to 103,455 19,758 13.34% 13.33% 360 +3,900 3.92% Q4 2025 Jan 15, 2026
Sightline Wealth Advisors, LLC History Reduced 103,396 19,747 8.42% 8.82% 361 -1,319 -1.26% Q4 2025 Jan 26, 2026
Steele Capital Management, Inc. History Added to 103,185 19,707 0.85% 0.78% 362 +9,522 10.17% Q4 2025 Jan 27, 2026
SWP FINANCIAL LLC History Added to 102,549 19,585 9.83% 7.77% 363 +20,757 25.38% Q4 2025 Jan 16, 2026
Bell Investment Advisors, Inc History Added to 102,294 19,537 3.09% 3.09% 364 +987 0.97% Q4 2025 Feb 24, 2026
Prism Advisors, Inc. History Reduced 101,637 19,411 5.17% 5.7% 365 -11,488 -10.16% Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History Reduced 101,548 19,394 0.24% 0.24% 366 -12,022 -10.59% Q4 2025 Feb 11, 2026
Bridgewealth Advisory Group, LLC History Added to 101,053 19,300 4.26% 3.58% 367 +18,227 22.01% Q4 2025 Feb 04, 2026
DeLarme Wealth Management, Inc. History New 100,969 19,284 13.69% 368 +100,969 New Q4 2025 Jan 26, 2026
Topel & Distasi Wealth Management, LLC History Added to 100,648 19,222 9.39% 9.08% 369 +1,931 1.96% Q4 2025 Feb 09, 2026
ASPIRIANT, LLC History Reduced 100,607 19,214 0.55% 0.58% 370 -1,777 -1.74% Q4 2025 Jan 20, 2026
JANE STREET GROUP, LLC History Reduced 100,407 19,176 0.0% 0.0% 371 -48,963 -32.78% Q4 2025 Feb 12, 2026
BlueStem Wealth Partners, LLC History Added to 99,977 19,094 2.11% 2.08% 372 +2,490 2.55% Q4 2025 Feb 06, 2026
Aspire Private Capital, LLC History Reduced 99,855 19,071 4.24% 3.99% 373 -2,926 -2.85% Q4 2025 Jan 16, 2026
Legacy Edge Advisors, LLC History New 99,732 19,047 2.09% 374 +99,732 New Q4 2025 Feb 02, 2026
Perkins Coie Trust Co History Added to 99,435 18,990 3.54% 3.44% 375 +1,311 1.34% Q4 2025 Jan 12, 2026
J.W. COLE ADVISORS, INC. History Added to 216,965 18,949 0.46% 0.77% 376 +593 0.27% Q4 2025 Feb 11, 2026
Midwest Financial Partners Investments, Inc. History New 98,887 18,886 10.49% 377 +98,887 New Q4 2025 Feb 06, 2026
Cherry Tree Wealth Management, LLC History Reduced 98,869 18,883 3.99% 4.06% 378 -236 -0.24% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History Added to 2,143 18,723 1.21% 1.21% 379 +728 51.45% Q4 2025 Jan 23, 2026
Cresta Advisors, Ltd. History Added to 97,956 18,708 7.84% 7.97% 380 +2,250 2.35% Q4 2025 Feb 03, 2026
Kingsview Wealth Management, LLC History Added to 96,437 18,418 0.27% 0.22% 381 +18,937 24.43% Q4 2025 Feb 09, 2026
Weaver Capital Management LLC History Added to 95,347 18,210 3.84% 2.82% 382 +25,506 36.52% Q4 2025 Jan 22, 2026
Stone Summit Wealth LLC History Reduced 95,135 18,169 4.93% 5.06% 383 -498 -0.52% Q4 2025 Jan 27, 2026
Falcon Wealth Planning History Reduced 94,940 18,132 1.53% 1.61% 384 -1,106 -1.15% Q4 2025 Feb 03, 2026
One Charles Private Wealth Services, LLC History Added to 94,480 18,044 4.66% 4.47% 385 +3,262 3.58% Q4 2025 Feb 06, 2026
Rinkey Investments History Added to 93,497 17,856 4.53% 4.47% 386 +3,232 3.58% Q4 2025 Feb 04, 2026
Beacon Financial Strategies CORP History Reduced 93,449 17,847 9.96% 10.29% 387 -87 -0.09% Q4 2025 Jan 12, 2026
Pure Financial Advisors, LLC History Reduced 92,503 17,667 3.21% 0.27% 388 -6 -0.01% Q4 2025 Mar 04, 2026
Souders Financial Advisors History Added to 91,860 17,544 2.01% 1.96% 389 +3,691 4.19% Q4 2025 Feb 02, 2026
BLUELINE ADVISORS LLC History New 91,449 17,465 14.25% 390 +91,449 New Q4 2025 Feb 10, 2026
Whitegate Investment Counselors, Inc. History Added to 90,975 17,375 5.43% 5.07% 391 +8,425 10.21% Q4 2025 Feb 10, 2026
Well Done, LLC History Added to 90,966 17,373 2.6% 0.91% 392 +62,422 218.69% Q4 2025 Jan 13, 2026
Global Strategic Investment Solutions, LLC History Added to 90,629 17,309 1.69% 1.68% 393 +119 0.13% Q4 2025 Jan 29, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 90,610 17,305 4.55% 9.84% 394 -97,342 -51.79% Q4 2025 Feb 06, 2026
FIRST UNITED BANK & TRUST History Added to 90,257 17,238 5.5% 5.37% 395 +1,580 1.78% Q4 2025 Jan 21, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 90,154 17,218 0.33% 0.35% 396 -4,529 -4.78% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 90,095 17,207 0.35% 0.36% 397 +5,946 7.07% Q4 2025 Feb 09, 2026
CX Institutional History Added to 89,672 17,126 0.51% 0.47% 398 +5,782 6.89% Q4 2025 Feb 02, 2026
Affiance Financial, LLC History Added to 89,155 17,027 2.74% 2.69% 399 +9,925 12.53% Q4 2025 Jan 21, 2026
Strategic Investment Solutions, Inc. /IL History Added to 88,514 16,988 4.08% 2.72% 401 +33,294 60.29% Q4 2025 Feb 27, 2026
ASSOCIATED BANC-CORP History Reduced 88,951 16,988 0.43% 0.44% 400 -854 -0.95% Q4 2025 Feb 06, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 88,781 16,965 0.5% 0.98% 402 +5,078 6.07% Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Added to 88,221 16,849 1.48% 1.4% 403 +3,746 4.43% Q4 2025 Feb 06, 2026
LM Advisors LLC History Reduced 3,199 16,747 0.3% 0.46% 404 -13,893 -81.28% Q4 2025 Feb 13, 2026
Greenbush Financial Group, LLC History Added to 86,671 16,553 5.63% 5.54% 405 +9,284 12.0% Q4 2025 Jan 20, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 86,485 16,517 0.18% 0.19% 406 +1,899 2.25% Q4 2025 Feb 02, 2026
Ellis Investment Partners, LLC History Added to 86,453 16,511 2.88% 2.79% 407 +3,585 4.33% Q4 2025 Feb 02, 2026
NOVEM GROUP History Added to 86,196 16,462 1.89% 1.87% 408 +774 0.91% Q4 2025 Jan 27, 2026
Ashton Thomas Private Wealth, LLC History Added to 85,989 16,422 0.4% 0.4% 409 +3,091 3.73% Q4 2025 Jan 29, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 85,885 16,403 4.92% 3.82% 410 +21,119 32.61% Q4 2025 Jan 23, 2026
Bay Harbor Wealth Management, LLC History Reduced 85,748 16,377 4.28% 4.35% 411 -84 -0.1% Q4 2025 Feb 02, 2026
Bruce G. Allen Investments, LLC History Added to 85,291 16,289 11.02% 10.26% 412 +8,447 10.99% Q4 2025 Feb 10, 2026
Essex Financial Services, Inc. History Added to 84,849 16,205 0.92% 0.93% 413 +1,626 1.95% Q4 2025 Feb 10, 2026
GILL CAPITAL PARTNERS, LLC History Added to 84,593 16,156 4.9% 4.67% 414 +2,662 3.25% Q4 2025 Feb 10, 2026
PCA Investment Advisory Services Inc. History Added to 84,570 16,151 5.65% 5.65% 415 +2,672 3.26% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Added to 84,490 16,136 0.56% 0.56% 416 +1,432 1.72% Q4 2025 Jan 13, 2026
Berger Financial Group, Inc History Added to 84,021 16,047 0.93% 0.91% 417 +2,748 3.38% Q4 2025 Jan 27, 2026
Plum Street Advisors, LLC History Added to 83,633 15,973 5.69% 5.81% 418 +2,948 3.65% Q4 2025 Feb 13, 2026
Gemmer Asset Management LLC History Reduced 83,144 15,879 1.22% 1.38% 419 -8,558 -9.33% Q4 2025 Jan 23, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 83,000 15,852 0.04% 0.05% 420 +450 0.55% Q4 2025 Jan 26, 2026
IHT Wealth Management, LLC History Added to 82,797 15,813 0.38% 0.36% 421 +7,349 9.74% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 82,359 15,729 0.26% 0.1% 422 +56,658 220.45% Q4 2025 Mar 12, 2026
Lutz Financial Services LLC History Reduced 81,790 15,621 1.06% 1.11% 423 -701 -0.85% Q4 2025 Feb 06, 2026
Prosperity Advisers, LLC History New 81,481 15,562 12.85% 424 +81,481 New Q4 2025 Jan 23, 2026
MATAURO, LLC History Added to 81,449 15,555 2.34% 2.31% 426 +3,576 4.59% Q4 2025 Jan 16, 2026
Composition Wealth, LLC History Reduced 81,446 15,555 0.22% 0.23% 425 -987 -1.2% Q4 2025 Feb 02, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 81,110 15,491 0.24% 0.28% 427 0 0.0% Q4 2025 Feb 17, 2026
Kathmere Capital Management, LLC History Added to 81,057 15,481 1.04% 1.05% 428 +1,397 1.75% Q4 2025 Jan 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 81,014 15,472 1.49% 1.2% 429 +4,738 6.21% Q4 2025 Jan 12, 2026
Valmark Advisers, Inc. History Added to 80,874 15,446 0.19% 0.18% 430 +4,755 6.25% Q4 2025 Jan 26, 2026
Wealthfront Advisers LLC History Added to 80,847 15,440 0.03% 0.03% 431 +6,878 9.3% Q4 2025 Jan 30, 2026
IEQ CAPITAL, LLC History Added to 80,758 15,424 0.05% 0.05% 432 +280 0.35% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Reduced 80,551 15,384 0.57% 1.38% 433 -32,211 -28.57% Q4 2025 Feb 04, 2026
Integrated Wealth Concepts LLC History Reduced 80,490 15,372 0.18% 0.25% 434 -67,935 -45.77% Q4 2025 Feb 13, 2026
TKG Advisors, LLC History Added to 80,051 15,289 6.17% 6.34% 435 +638 0.8% Q4 2025 Jan 29, 2026
CGN Advisors LLC History Added to 79,874 15,255 1.21% 1.18% 436 +2,826 3.67% Q4 2025 Jan 05, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 79,678 15,217 4.29% 4.26% 437 +1,399 1.79% Q4 2025 Jan 23, 2026
AJ Advisors, LLC History Added to 79,125 15,112 5.58% 5.76% 438 +3,694 4.9% Q4 2025 Jan 21, 2026
Inlight Wealth Management, LLC History Added to 79,037 15,095 5.53% 5.38% 439 +17,562 28.57% Q4 2025 Jan 23, 2026
WETZEL INVESTMENT ADVISORS, INC. History Added to 78,921 15,073 6.1% 6.09% 440 +2,787 3.66% Q4 2025 Jan 22, 2026
IFG Advisory, LLC History Added to 78,637 15,018 0.65% 0.65% 441 +1,911 2.49% Q4 2025 Feb 10, 2026
Outlook Wealth Advisors, LLC History Added to 78,501 14,992 3.39% 3.61% 442 +817 1.05% Q4 2025 Feb 11, 2026
Members Advisory Group LLC History Reduced 77,184 14,743 5.56% 7.03% 443 -29,327 -27.53% Q4 2025 Jan 27, 2026
Beacon Bridge Wealth Partners, LLC History Added to 77,041 14,714 4.89% 4.64% 444 +7,052 10.08% Q4 2025 Jan 27, 2026
Main Line Retirement Advisors, LLC History Added to 76,894 14,685 7.43% 5.34% 445 +21,118 37.86% Q4 2025 Jan 21, 2026
Breakwater Capital Group History Added to 76,516 14,613 2.04% 2.09% 446 +702 0.93% Q4 2025 Jan 09, 2026
Diversified Portfolios, Inc. History Reduced 76,282 14,569 1.21% 1.28% 447 -1,244 -1.6% Q4 2025 Feb 09, 2026
Brooklyn Investment Group History Added to 75,297 14,501 0.67% 0.09% 448 +71,650 1964.63% Q4 2025 Feb 12, 2026
E&G Advisors, LP History Added to 75,496 14,415 3.22% 3.24% 449 +877 1.18% Q4 2025 Jan 23, 2026
COMMERCE BANK History Added to 75,424 14,405 0.08% 0.07% 450 +10,200 15.64% Q4 2025 Feb 13, 2026
Emerald Advisors, LLC History Reduced 75,321 14,385 1.96% 2.01% 451 -5,968 -7.34% Q4 2025 Jan 27, 2026
Latigo Investments, LLC History No change 74,917 14,308 7.04% 7.04% 452 0 0.0% Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 74,859 14,297 0.12% 0.08% 453 +25,312 51.09% Q4 2025 Feb 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 74,600 14,247 0.84% 0.43% 454 +41,018 122.14% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Added to 74,550 14,238 0.25% 0.28% 455 +1,660 2.28% Q4 2025 Jan 16, 2026
Sowell Financial Services LLC History Added to 73,666 14,069 0.52% 0.52% 456 +1,053 1.45% Q4 2025 Jan 21, 2026
Pearl Planning LLC History New 73,188 13,978 8.55% 457 +73,188 New Q4 2025 Feb 03, 2026
Payne Capital Management, LLC History Added to 73,149 13,970 4.41% 4.34% 458 +903 1.25% Q4 2025 Feb 02, 2026
DiPaolo Financial Group, Inc. History New 73,061 13,953 14.85% 459 +73,061 New Q4 2025 Feb 24, 2026
Wellspring Financial Advisors, LLC History Added to 906,888 13,908 1.1% 1.19% 460 +3,642 0.4% Q4 2025 Feb 11, 2026
OpenArc Corporate Advisory, LLC History New 72,389 13,825 0.23% 461 +72,389 New Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History New 72,300 13,808 0.03% 462 +72,300 New Q4 2025 Feb 10, 2026
Perfromance Wealth Partners, LLC History Added to 71,788 13,710 0.37% 0.27% 463 +20,794 40.78% Q4 2025 Jan 21, 2026
Krilogy Financial LLC History Reduced 68,894 13,658 0.46% 0.49% 464 -995 -1.42% Q4 2025 Jan 27, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 70,111 13,647 7.26% 7.31% 465 -3,639 -4.93% Q4 2025 Jan 06, 2026
CJM Wealth Advisers, Ltd. History Reduced 71,425 13,641 4.08% 4.71% 466 -10,858 -13.2% Q4 2025 Jan 23, 2026
HTG Investment Advisors, Inc. History Added to 70,959 13,552 4.16% 4.2% 467 +4,095 6.12% Q4 2025 Feb 02, 2026
BENJAMIN EDWARDS INC History Added to 70,676 13,510 0.15% 0.14% 468 +4,559 6.9% Q4 2025 Feb 02, 2026
Cooksen Wealth, LLC History Added to 70,477 13,460 9.85% 9.79% 469 +172 0.24% Q4 2025 Jan 20, 2026
Thayer Financial, L.L.C. History New 70,463 13,457 14.22% 470 +70,463 New Q4 2025 Jan 12, 2026
Crusonia Wealth Advisors LLC History New 70,293 13,425 2.95% 471 +70,293 New Q4 2025 Feb 18, 2026
Sigma Planning Corp History Added to 70,078 13,410 0.37% 0.36% 472 +1,796 2.63% Q4 2025 Jan 30, 2026
Sandbox Financial Partners, LLC History Added to 70,047 13,378 3.7% 3.46% 473 +5,258 8.12% Q4 2025 Jan 07, 2026
Smartleaf Asset Management LLC History Added to 69,388 13,348 0.51% 0.42% 474 +32,532 88.27% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 69,884 13,347 0.13% 0.13% 475 +2,484 3.69% Q4 2025 Feb 13, 2026
Cercano Management LLC History No change 69,120 13,201 0.5% 0.49% 476 0 0.0% Q4 2025 Feb 10, 2026
Prosperitas Financial LLC History Added to 69,030 13,184 5.13% 5.3% 477 +475 0.69% Q4 2025 Feb 04, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 68,943 13,167 4.46% 4.62% 478 -253 -0.37% Q4 2025 Jan 20, 2026
IFP Advisors, Inc History Reduced 68,876 13,154 0.3% 0.36% 479 -5,804 -7.77% Q4 2025 Feb 06, 2026
First Heartland Consultants, Inc. History Added to 68,639 13,109 0.99% 1.01% 480 +1,800 2.69% Q4 2025 Jan 09, 2026
Erste Asset Management GmbH History Added to 68,600 13,101 0.11% 0.05% 481 +38,700 129.43% Q4 2025 Feb 11, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 68,376 13,059 1.05% 1.02% 482 +5,877 9.4% Q4 2025 Feb 12, 2026
Ausdal Financial Partners, Inc. History Added to 68,344 13,053 0.61% 0.59% 483 +2,898 4.43% Q4 2025 Feb 13, 2026
Madden Advisory Services, Inc. History Reduced 68,229 13,031 5.24% 5.2% 484 -3,765 -5.23% Q4 2025 Feb 11, 2026
Boston Partners History Added to 67,980 12,983 0.01% 0.01% 485 +5,593 8.97% Q4 2025 Feb 13, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 66,474 12,695 6.84% 6.78% 486 +3,078 4.86% Q4 2025 Jan 29, 2026
WEDBUSH SECURITIES INC History Added to 66,344 12,671 0.37% 0.28% 487 +20,128 43.55% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 66,317 12,665 0.18% 0.18% 488 -12,502 -15.86% Q4 2025 Feb 02, 2026
Americana Partners, LLC History Reduced 66,167 12,637 0.35% 0.39% 489 -2,992 -4.33% Q4 2025 Feb 06, 2026
SouthState Bank Corp History Reduced 65,924 12,590 0.56% 0.59% 490 -2,604 -3.8% Q4 2025 Feb 11, 2026
Meramec Financial Planners, LLC History New 60,932 12,575 4.9% 491 +60,932 New Q4 2025 Feb 10, 2026
Trust Co of the South History Reduced 65,600 12,528 2.01% 2.06% 492 -1,055 -1.58% Q4 2025 Jan 05, 2026
Greenhouse Wealth Management, LLC History Reduced 65,586 12,526 7.41% 7.51% 493 -1,460 -2.18% Q4 2025 Jan 21, 2026
Leeward Financial Partners, LLC History Added to 65,576 12,524 3.52% 3.44% 494 +736 1.14% Q4 2025 Feb 09, 2026
MAYPORT, LLC History Reduced 65,482 12,506 2.52% 2.72% 495 -1,933 -2.87% Q4 2025 Jan 21, 2026
Integrity Wealth Solutions LLC History Added to 65,343 12,479 4.94% 4.89% 496 +6,504 11.05% Q4 2025 Feb 02, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 64,957 12,406 2.85% 2.82% 497 +1,982 3.15% Q4 2025 Jan 06, 2026
Guardian Wealth Management, Inc. History New 64,925 12,400 7.28% 498 +64,925 New Q4 2025 Feb 13, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 62,921 12,389 0.83% 0.81% 499 +7,074 12.67% Q4 2025 Feb 13, 2026
Zhang Financial LLC History Reduced 64,782 12,372 0.46% 0.49% 500 -463 -0.71% Q4 2025 Feb 10, 2026
Refined Wealth Management History Reduced 64,777 12,371 8.33% 7.79% 501 -224 -0.34% Q4 2025 Jan 15, 2026
FLOW TRADERS U.S. LLC History Added to 64,522 12,323 0.4% 0.08% 502 +53,926 508.93% Q4 2025 Feb 13, 2026
Cooper Capital Advisors LLC History Added to 64,198 12,261 7.72% 7.73% 503 +68 0.11% Q4 2025 Feb 12, 2026
Five Pine Wealth Management History Added to 64,028 12,228 7.84% 7.97% 504 +779 1.23% Q4 2025 Jan 21, 2026
Mokosak Advisory Group, LLC History Added to 63,956 12,214 3.07% 3.04% 505 +1,725 2.77% Q4 2025 Feb 03, 2026
AIRE ADVISORS, LLC History Reduced 62,774 11,989 2.19% 2.16% 506 -1,129 -1.77% Q4 2025 Feb 17, 2026
5th Street Advisors, LLC History Reduced 62,642 11,964 5.59% 6.42% 507 -6,897 -9.92% Q4 2025 Jan 30, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 62,258 11,890 0.09% 0.09% 508 +5,789 10.25% Q4 2025 Jan 14, 2026
Traveka Wealth, LLC History Added to 62,123 11,864 4.83% 5.11% 509 +788 1.28% Q4 2025 Jan 08, 2026
CENTRAL TRUST Co History Added to 61,867 11,815 0.23% 0.24% 510 +421 0.69% Q4 2025 Feb 02, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 61,465 11,739 5.68% 5.61% 511 +1,066 1.76% Q4 2025 Jan 14, 2026
Safir Wealth Advisors, LLC History Reduced 61,181 11,685 8.19% 8.1% 512 -336 -0.55% Q4 2025 Jan 06, 2026
WealthShield Partners, LLC History Reduced 61,162 11,681 1.29% 1.34% 513 -2,296 -3.62% Q4 2025 Feb 03, 2026
Kovack Advisors, Inc. History Added to 60,969 11,644 0.54% 0.69% 514 +21,833 55.79% Q4 2025 Feb 17, 2026
Roof Eidam Maycock Peralta, LLC History Added to 60,890 11,629 2.63% 0.88% 515 +41,460 213.38% Q4 2025 Jan 26, 2026
Midwest Trust Co History Added to 60,762 11,604 0.14% 0.11% 516 +15,602 34.55% Q4 2025 Feb 04, 2026
Cordoba Advisory Partners LLC History New 60,649 11,583 2.86% 518 +60,649 New Q4 2025 Feb 13, 2026
FF Advisors,LLC History Added to 60,650 11,583 5.16% 4.83% 517 +6,473 11.95% Q4 2025 Feb 13, 2026
Keystone Financial Group History Reduced 60,538 11,562 0.86% 0.88% 519 -1,196 -1.94% Q4 2025 Feb 06, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 60,442 11,543 0.37% 0.42% 520 -1,510 -2.44% Q4 2025 Feb 17, 2026
Caprock Group, LLC History Reduced 60,368 11,529 0.24% 0.28% 521 -1,715 -2.76% Q4 2025 Jan 28, 2026
G&S Capital LLC History Reduced 60,247 11,506 4.07% 4.18% 522 -463 -0.76% Q4 2025 Jan 28, 2026
Hurley Capital, LLC History Added to 60,210 11,499 6.44% 6.25% 523 +614 1.03% Q4 2025 Feb 17, 2026
Ellevest, Inc. History Added to 60,085 11,475 1.59% 1.57% 524 +1,261 2.14% Q4 2025 Feb 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 60,032 11,465 0.86% 0.87% 525 +3,262 5.75% Q4 2025 Jan 07, 2026
Cornerstone Wealth Management, LLC History Added to 59,870 11,434 0.59% 0.58% 526 +3,465 6.14% Q4 2025 Feb 05, 2026
KFA Private Wealth Group, LLC History Added to 59,820 11,425 2.78% 2.3% 527 +16,727 38.82% Q4 2025 Jan 07, 2026
EdgeRock Capital LLC History Reduced 59,770 11,415 3.04% 3.27% 528 -3,283 -5.21% Q4 2025 Jan 14, 2026
CWS Financial Advisors, LLC History Added to 59,763 11,414 3.1% 3.06% 529 +668 1.13% Q4 2025 Feb 06, 2026
American Investment Services, Inc. History Added to 59,640 11,390 2.64% 2.64% 530 +643 1.09% Q4 2025 Feb 13, 2026
Red Wave Investments LLC History Reduced 59,577 11,378 3.38% 3.41% 531 -66 -0.11% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 59,082 11,284 0.06% 0.05% 532 +9,793 19.87% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Added to 59,010 11,270 0.07% 0.07% 533 +2,562 4.54% Q4 2025 Jan 28, 2026
Quotient Wealth Partners, LLC History Reduced 58,756 11,221 0.3% 0.31% 534 -1,499 -2.49% Q4 2025 Jan 22, 2026
BTC Capital Management, Inc. History Added to 58,512 11,175 0.78% 0.74% 535 +1,397 2.45% Q4 2025 Jan 15, 2026
BCS Wealth Management History Added to 58,345 11,143 1.13% 1.24% 536 +28,931 98.36% Q4 2025 Jan 26, 2026
Dynamic Wealth Strategies, LLC History Added to 58,175 11,110 6.61% 6.86% 537 +3,080 5.59% Q4 2025 Feb 04, 2026
Abacus Planning Group, Inc. History Reduced 57,848 11,048 1.47% 1.49% 538 -15 -0.03% Q4 2025 Jan 16, 2026
Cassilly Financial Group LLC History New 57,841 11,047 9.77% 539 +57,841 New Q4 2025 Jan 15, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 57,705 11,021 3.82% 3.93% 540 +218 0.38% Q4 2025 Jan 27, 2026
Apollon Wealth Management, LLC History Reduced 57,652 11,010 0.19% 0.19% 541 -835 -1.43% Q4 2025 Jan 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 57,558 10,993 0.19% 0.2% 542 +6,619 12.99% Q4 2025 Feb 19, 2026
Snowden Capital Advisors LLC History Reduced 57,474 10,976 0.28% 0.3% 543 -424 -0.73% Q4 2025 Feb 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 57,175 10,919 3.18% 3.26% 544 +4,053 7.63% Q4 2025 Feb 11, 2026
Northstar Group, Inc. History Added to 56,940 10,874 1.48% 1.44% 545 +3,979 7.51% Q4 2025 Feb 13, 2026
Alliance Wealth Advisors, LLC History Added to 56,387 10,769 4.68% 4.42% 546 +3,485 6.59% Q4 2025 Jan 14, 2026
HRT FINANCIAL LP History Reduced 55,951 10,686 0.03% 0.04% 547 -3,495 -5.88% Q4 2025 Feb 12, 2026
RIVERSEDGE ADVISORS, LLC History Added to 55,862 10,669 1.73% 1.72% 548 +872 1.59% Q4 2025 Jan 07, 2026
Grove Bank & Trust History Added to 55,804 10,658 1.2% 1.2% 549 +612 1.11% Q4 2025 Jan 08, 2026
Lanham O'Dell & Company, Inc. History Reduced 55,738 10,645 3.06% 3.34% 550 -547 -0.97% Q4 2025 Jan 12, 2026
LeClair Wealth Partners LLC History Added to 55,521 10,603 6.15% 4.93% 551 +13,110 30.91% Q4 2025 Feb 11, 2026
Cranbrook Wealth Management, LLC History Reduced 55,066 10,517 2.07% 2.09% 552 -719 -1.29% Q4 2025 Jan 28, 2026
VSM Wealth Advisory, LLC History Added to 55,036 10,511 3.16% 3.14% 553 +927 1.71% Q4 2025 Feb 06, 2026
CORE WEALTH ADVISORS, LLC History New 54,426 10,394 8.19% 554 +54,426 New Q4 2025 Feb 10, 2026
Carter Financial, LLC History New 54,411 10,391 9.17% 555 +54,411 New Q4 2025 Mar 17, 2026
Family Manage LLC History Added to 54,264 10,363 1.31% 1.32% 556 +2,847 5.54% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 54,092 10,331 3.09% 3.12% 557 +397 0.74% Q4 2025 Jan 30, 2026
Per Stirling Capital Management, LLC. History Added to 54,017 10,316 1.16% 1.19% 558 +793 1.49% Q4 2025 Feb 17, 2026
UNIVEST FINANCIAL Corp History Added to 53,999 10,313 0.55% 0.49% 559 +6,807 14.42% Q4 2025 Feb 04, 2026
Advisors Preferred, LLC History Reduced 53,400 10,296 1.68% 1.51% 560 -1,500 -2.73% Q4 2025 Feb 02, 2026
One Capital Management, LLC History Added to 53,869 10,288 0.31% 0.24% 561 +12,993 31.79% Q4 2025 Feb 10, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 53,835 10,281 2.81% 6.4% 562 -65,032 -54.71% Q4 2025 Jan 14, 2026
NorthLanding Financial Partners, LLC History Added to 53,647 10,246 8.23% 8.18% 563 +1,064 2.02% Q4 2025 Jan 26, 2026
Tempo Wealth, LLC History New 53,534 10,224 1.82% 564 +53,534 New Q4 2025 Feb 25, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 53,464 10,211 0.54% 0.61% 565 +687 1.3% Q4 2025 Jan 26, 2026
Duncan Williams Asset Management, LLC History Added to 50,079 10,196 2.53% 2.49% 566 +2,653 5.59% Q4 2025 Feb 05, 2026
PFG Advisors History Reduced 53,037 10,129 0.49% 0.68% 567 -35,378 -40.01% Q4 2025 Jan 27, 2026
HORIZON BANCORP INC /IN/ History Reduced 53,024 10,127 4.93% 4.87% 568 -1,702 -3.11% Q4 2025 Feb 11, 2026
ATMOS ADVISORY, LLC History Added to 52,859 10,095 5.85% 5.68% 569 +2,868 5.74% Q4 2025 Jan 21, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 52,826 10,089 1.36% 1.29% 570 +3,262 6.58% Q4 2025 Feb 12, 2026
Raab & Moskowitz Asset Management LLC History Reduced 52,808 10,085 2.21% 2.21% 571 -289 -0.54% Q4 2025 Jan 20, 2026
Weinberger Asset Management, Inc History Reduced 52,639 10,053 3.62% 3.63% 572 -1,159 -2.15% Q4 2025 Feb 09, 2026
Prestige Wealth Management Group LLC History Added to 52,623 10,050 1.92% 1.88% 573 +639 1.23% Q4 2025 Feb 11, 2026
Connecticut Wealth Management, LLC History Reduced 51,786 9,890 0.43% 0.44% 574 -1,306 -2.46% Q4 2025 Feb 12, 2026
Summit Trail Advisors, LLC History Reduced 51,684 9,871 0.17% 0.14% 575 -2,884 -5.29% Q4 2025 Feb 17, 2026
Wealth Management Strategies, Inc. History Added to 51,627 9,860 4.54% 4.45% 576 +3,498 7.27% Q4 2025 Feb 17, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Added to 51,139 9,767 8.86% 8.49% 577 +2,657 5.48% Q4 2025 Feb 05, 2026
Vise Technologies, Inc. History Added to 51,114 9,762 0.19% 0.19% 578 +23,709 86.51% Q4 2025 Feb 11, 2026
CORA CAPITAL ADVISORS LLC History Added to 50,758 9,694 3.78% 3.97% 579 +727 1.45% Q4 2025 Jan 28, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 50,549 9,654 2.03% 1.5% 580 +19,666 63.68% Q4 2025 Feb 13, 2026
Cyndeo Wealth Partners, LLC History Reduced 50,468 9,638 0.52% 0.53% 581 -537 -1.05% Q4 2025 Jan 07, 2026
Forbes Financial Planning, Inc. History Added to 50,365 9,619 5.62% 4.33% 582 +15,534 44.6% Q4 2025 Jan 26, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 50,205 9,588 1.5% 1.55% 583 +5,024 11.12% Q4 2025 Feb 03, 2026
Manchester Capital Management LLC History Reduced 50,035 9,556 1.3% 1.27% 584 -362 -0.72% Q4 2025 Feb 11, 2026
Register Financial Advisors LLC History Added to 49,967 9,543 3.72% 3.48% 585 +2,471 5.2% Q4 2025 Jan 21, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 49,513 9,456 0.08% 0.07% 586 +15,366 45.0% Q4 2025 Jan 28, 2026
MACKENZIE FINANCIAL CORP History Added to 49,164 9,439 0.01% 0.01% 587 +2,846 6.14% Q4 2025 Feb 18, 2026
BLB&B Advisors, LLC History Reduced 49,228 9,402 0.39% 0.41% 588 -1,698 -3.33% Q4 2025 Jan 26, 2026
JMG Financial Group, Ltd. History Added to 49,185 9,393 0.26% 0.26% 589 +892 1.85% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Added to 49,150 9,386 0.74% 0.75% 590 +241 0.49% Q4 2025 Feb 17, 2026
Legacy Wealth Partners, LLC History New 48,754 9,311 2.41% 592 +48,754 New Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 48,755 9,311 0.06% 0.07% 591 -8,973 -15.54% Q4 2025 Feb 09, 2026
PINNACLE ASSOCIATES LTD History Reduced 48,565 9,275 0.12% 0.12% 593 -27 -0.06% Q4 2025 Feb 05, 2026
Level Financial Advisors History Added to 48,459 9,255 2.45% 2.43% 594 +2,256 4.88% Q4 2025 Jan 26, 2026
Lansing Street Advisors History Added to 48,312 9,227 2.36% 2.38% 595 +489 1.02% Q4 2025 Jan 26, 2026
SAX WEALTH ADVISORS, LLC History Added to 48,257 9,216 0.43% 0.29% 596 +19,483 67.71% Q4 2025 Jan 12, 2026
Clear Creek Financial Management, LLC History Reduced 48,071 9,181 0.75% 0.8% 597 -1,533 -3.09% Q4 2025 Jan 23, 2026
Coastal Bridge Advisors, LLC History Added to 47,892 9,146 0.68% 0.47% 598 +14,878 45.07% Q4 2025 Feb 18, 2026
Pinnacle Financial Partners, Inc. History New 47,732 9,118 0.07% 599 +47,732 New Q4 2025 Feb 18, 2026
Calydon Capital History New 47,675 9,105 1.54% 600 +47,675 New Q4 2025 Feb 17, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 47,557 9,082 3.58% 601 +47,557 New Q4 2025 Jan 15, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 47,528 9,077 2.04% 1.76% 602 +6,778 16.63% Q4 2025 Jan 14, 2026
Interchange Capital Partners, LLC History Added to 47,403 9,053 1.68% 1.73% 603 +81 0.17% Q4 2025 Jan 30, 2026
First County Bank /CT/ History Added to 47,113 8,998 4.71% 4.15% 604 +3,454 7.91% Q4 2025 Jan 14, 2026
TPG Financial Advisors, LLC History Added to 46,641 8,907 2.97% 3.24% 605 +51 0.11% Q4 2025 Feb 06, 2026
Vivid Wealth Management, LLC History Added to 46,335 8,849 3.44% 3.41% 606 +337 0.73% Q4 2025 Jan 30, 2026
Gladstone Institutional Advisory LLC History Reduced 46,222 8,827 0.33% 0.34% 607 -462 -0.99% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 46,200 8,823 0.0% 0.0% 608 -11,490 -19.92% Q4 2025 Feb 17, 2026
St. Louis Trust Co History Reduced 46,169 8,817 1.01% 1.08% 609 -418 -0.9% Q4 2025 Feb 09, 2026
Elevated Capital Advisors, LLC History Reduced 45,895 8,765 2.04% 2.15% 610 -367 -0.79% Q4 2025 Jan 27, 2026
Olistico Wealth, LLC History Added to 45,729 8,733 4.26% 4.34% 611 +1,650 3.74% Q4 2025 Jan 13, 2026
Regent Peak Wealth Advisors LLC History Reduced 45,652 8,719 1.72% 1.71% 612 -44 -0.1% Q4 2025 Jan 08, 2026
Vestwell Advisors, LLC History Reduced 45,522 8,694 1.28% 9.78% 613 -101,534 -69.04% Q4 2025 Feb 13, 2026
Drucker Wealth 3.0, LLC History Reduced 45,353 8,661 1.52% 1.55% 614 -1,464 -3.13% Q4 2025 Feb 03, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 45,331 8,657 1.09% 1.13% 615 -1,850 -3.92% Q4 2025 Feb 06, 2026
Accel Wealth Management History Added to 44,949 8,584 2.35% 2.28% 616 +2,967 7.07% Q4 2025 Jan 20, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 44,778 8,552 2.31% 2.36% 617 -1,464 -3.17% Q4 2025 Feb 02, 2026
Pathfinder Wealth Consulting, Inc. History New 44,664 8,530 5.38% 618 +44,664 New Q4 2025 Feb 09, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Added to 44,643 8,526 3.35% 3.22% 619 +1,376 3.18% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History New 44,260 8,453 0.11% 620 +44,260 New Q4 2025 Feb 06, 2026
Pathstone Holdings, LLC History New 44,169 8,435 0.03% 621 +44,169 New Q4 2025 Feb 13, 2026
Valpey Financial Services, LLC History Added to 43,924 8,389 5.36% 5.36% 622 +20 0.05% Q4 2025 Mar 04, 2026
M Holdings Securities, Inc. History Added to 43,820 8,369 0.6% 1.11% 623 +15,568 55.1% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History Reduced 43,774 8,360 0.09% 0.09% 624 -920 -2.06% Q4 2025 Jan 16, 2026
DRAVO BAY LLC History Added to 43,753 8,356 3.47% 3.39% 625 +2,630 6.4% Q4 2025 Jan 27, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 42,667 8,351 1.87% 1.88% 626 +3,494 8.92% Q4 2025 Feb 04, 2026
Kilter Group LLC History Reduced 43,722 8,350 3.69% 4.03% 627 -2,126 -4.64% Q4 2025 Feb 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 43,499 8,307 1.87% 1.89% 628 +273 0.63% Q4 2025 Jan 12, 2026
GoalFusion Wealth Management, LLC History Added to 43,372 8,283 3.83% 3.36% 629 +5,606 14.84% Q4 2025 Jan 06, 2026
Hardy Reed LLC History No change 43,281 8,266 0.59% 0.59% 630 0 0.0% Q4 2025 Feb 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 42,642 8,144 0.52% 0.53% 631 -183 -0.43% Q4 2025 Jan 26, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 42,588 8,133 1.74% 0.75% 632 +30,648 256.68% Q4 2025 Feb 12, 2026
CARDIFF PARK ADVISORS, LLC History Added to 41,670 7,958 0.65% 0.58% 633 +797 1.95% Q4 2025 Feb 17, 2026
Avestar Capital, LLC History Added to 41,653 7,955 0.52% 0.5% 634 +389 0.94% Q4 2025 Feb 10, 2026
Investment Advisory Group, LLC History Added to 41,647 7,954 2.05% 2.06% 635 +962 2.36% Q4 2025 Jan 23, 2026
Avantax Planning Partners, Inc. History Reduced 41,116 7,852 0.22% 0.22% 636 -762 -1.82% Q4 2025 Feb 05, 2026
Ballentine Partners, LLC History Added to 41,036 7,837 0.11% 0.11% 637 +44 0.11% Q4 2025 Feb 03, 2026
Thrive Capital Management, LLC History Added to 41,029 7,836 1.75% 1.58% 638 +8,148 24.78% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History Added to 40,649 7,763 0.16% 0.15% 639 +965 2.43% Q4 2025 Feb 17, 2026
CLUNE & ASSOCIATES, LTD. History Added to 40,490 7,733 1.67% 1.77% 640 +2,505 6.59% Q4 2025 Feb 09, 2026
Sharper & Granite LLC History Reduced 39,924 7,625 2.69% 2.69% 641 -288 -0.72% Q4 2025 Jan 27, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 40,194 7,621 2.07% 2.18% 642 +2,437 6.45% Q4 2025 Feb 10, 2026
INTEGRATED WEALTHCARE, LLC History New 39,871 7,614 6.4% 643 +39,871 New Q4 2025 Jan 23, 2026
FOCUSED ALPHA, LLC History New 39,860 7,612 2.24% 644 +39,860 New Q4 2025 Feb 13, 2026
Aries Wealth Management History Added to 39,721 7,586 1.68% 1.53% 645 +4,940 14.2% Q4 2025 Jan 30, 2026
Willis Johnson & Associates, Inc. History Reduced 39,136 7,474 0.46% 0.45% 646 -238 -0.6% Q4 2025 Jan 22, 2026
Autumn Glory Partners, LLC History Added to 39,091 7,465 2.62% 1.33% 647 +21,657 124.22% Q4 2025 Jan 27, 2026
Bravera Wealth History New 38,974 7,443 3.73% 648 +38,974 New Q4 2025 Apr 22, 2026
Private Wealth Advisors, LLC History Reduced 38,929 7,435 2.38% 2.49% 649 -763 -1.92% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 38,834 7,417 0.35% 0.31% 650 +668 1.75% Q4 2025 Jan 21, 2026
King Wealth Management Group History Added to 38,669 7,389 0.89% 0.75% 651 +6,833 21.46% Q4 2025 Feb 09, 2026
Mustard Seed Financial, LLC History Reduced 38,681 7,387 4.64% 4.65% 652 -133 -0.34% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Added to 44,860 7,340 0.16% 0.16% 653 +680 1.54% Q4 2025 Feb 04, 2026
Pine Valley Investments Ltd Liability Co History Reduced 38,188 7,293 0.34% 0.36% 654 -528 -1.36% Q4 2025 Feb 13, 2026
Birnam Oak Advisors, LP History No change 38,000 7,257 1.63% 1.63% 655 0 0.0% Q4 2025 Feb 17, 2026
Frontier Asset Management, LLC History Added to 37,899 7,238 1.68% 1.76% 656 +201 0.53% Q4 2025 Feb 04, 2026
Symmetry Partners, LLC History Reduced 37,647 7,190 0.43% 1.25% 658 -24,081 -39.01% Q4 2025 Jan 27, 2026
IPG Investment Advisors LLC History Added to 37,646 7,190 1.26% 1.22% 657 +1,024 2.8% Q4 2025 Feb 09, 2026
SigFig Wealth Management, LLC History Added to 37,479 7,158 0.21% 0.2% 659 +3,362 9.85% Q4 2025 Jan 16, 2026
Marietta Wealth Management, LLC History Added to 37,220 7,108 0.82% 0.85% 660 +74 0.2% Q4 2025 Jan 28, 2026
Family CFO Inc History Reduced 37,202 7,105 3.18% 3.22% 661 -249 -0.66% Q4 2025 Jan 23, 2026
LPWM LLC History Added to 36,790 7,026 1.77% 1.62% 662 +4,259 13.09% Q4 2025 Jan 06, 2026
TMB Capital Partners, LLC History New 36,775 7,023 2.4% 663 +36,775 New Q4 2025 Feb 19, 2026
Horizon Investments, LLC History Added to 36,694 7,008 0.09% 0.02% 664 +28,823 366.19% Q4 2025 Feb 02, 2026
Eagle Strategies LLC History Added to 36,491 6,969 0.89% 0.89% 665 +716 2.0% Q4 2025 Jan 23, 2026
Avant Capital LLC History Added to 36,434 6,958 4.78% 4.68% 666 +775 2.17% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 36,217 6,917 0.01% 0.01% 667 -7,399 -16.96% Q4 2025 Feb 13, 2026
UPTICK PARTNERS, LLC History Added to 36,051 6,885 1.47% 1.76% 668 +114 0.32% Q4 2025 Feb 02, 2026
Verdence Capital Advisors LLC History Added to 35,490 6,778 0.4% 0.38% 669 +98 0.28% Q4 2025 Jan 29, 2026
Curran Financial Partners, LLC History Added to 35,486 6,777 1.29% 1.01% 670 +8,205 30.08% Q4 2025 Jan 22, 2026
Painted Porch Advisors LLC History New 35,304 6,742 2.71% 671 +35,304 New Q4 2025 Mar 19, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 35,281 6,738 0.32% 0.41% 672 +4,094 13.13% Q4 2025 Feb 12, 2026
TFR Capital, LLC. History Added to 35,271 6,736 2.23% 2.16% 673 +552 1.59% Q4 2025 Jan 27, 2026
Paragon Capital Management Ltd History Added to 35,260 6,734 1.34% 1.22% 674 +395 1.13% Q4 2025 Jan 22, 2026
Tidal Investments LLC History Added to 34,931 6,671 0.02% 0.01% 675 +1,056 3.12% Q4 2025 Feb 13, 2026
Momentum Wealth Planning, LLC History New 34,840 6,654 5.19% 676 +34,840 New Q4 2025 Jan 28, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 34,818 6,649 0.48% 0.43% 677 +2,294 7.05% Q4 2025 Feb 12, 2026
Martel Wealth Advisors Inc History Reduced 34,644 6,616 1.13% 1.14% 678 -108 -0.31% Q4 2025 Jan 21, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 34,600 6,608 0.74% 0.81% 679 -2,720 -7.29% Q4 2025 Jan 08, 2026
Diversified Enterprises, LLC History Added to 34,546 6,597 0.39% 0.35% 680 +6,753 24.3% Q4 2025 Jan 28, 2026
Oak Harvest Investment Services History Added to 34,327 6,556 0.71% 0.67% 681 +3,324 10.72% Q4 2025 Jan 27, 2026
Laraway Financial Advisors Inc History Added to 34,232 6,537 4.26% 4.17% 682 +1,464 4.47% Q4 2025 Feb 13, 2026
Cascades Capital Asset Management, LLC History Added to 34,202 6,532 2.73% 1.55% 683 +15,332 81.25% Q4 2025 Feb 04, 2026
Joel Isaacson & Co., LLC History Added to 34,142 6,520 0.22% 0.18% 684 +8,056 30.88% Q4 2025 Jan 30, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 34,103 6,513 0.09% 0.08% 685 +4,212 14.09% Q4 2025 Feb 10, 2026
Integrated Investment Consultants, LLC History Reduced 34,041 6,501 1.28% 1.08% 686 -119 -0.35% Q4 2025 Mar 03, 2026
Washington Trust Advisors, Inc. History Added to 33,982 6,490 0.5% 0.48% 687 +375 1.12% Q4 2025 Feb 03, 2026
Texas Yale Capital Corp. History Added to 33,944 6,482 0.2% 0.2% 688 +167 0.49% Q4 2025 Feb 10, 2026
Greystone Financial Group, LLC History Added to 33,934 6,481 1.01% 0.97% 689 +479 1.43% Q4 2025 Jan 27, 2026
PLANWISER FINANCIAL, LLC History Reduced 32,615 6,472 4.84% 4.92% 690 -901 -2.69% Q4 2025 Feb 13, 2026
MRWM Advisors, LLC History Added to 33,734 6,442 3.46% 2.0% 691 +14,891 79.03% Q4 2025 Jan 26, 2026
Lake Hills Wealth Management, LLC History New 33,448 6,388 3.33% 692 +33,448 New Q4 2025 Jan 07, 2026
LifePlan Investment Advisors, Inc. History Added to 33,340 6,367 2.59% 2.35% 693 +3,301 10.99% Q4 2025 Feb 09, 2026
McAdam, LLC History Added to 33,332 6,365 0.29% 0.3% 694 +604 1.85% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 32,800 6,363 0.22% 0.22% 695 +1,009 3.17% Q4 2025 Jan 08, 2026
May Barnhard Investments LLC History Added to 33,294 6,358 3.0% 2.38% 696 +5,720 20.74% Q4 2025 Jan 28, 2026
FINANCIAL LIFE ADVISORS History Reduced 33,217 6,344 1.96% 2.1% 697 -1,895 -5.4% Q4 2025 Jan 30, 2026
Santori & Peters, Inc. History Reduced 33,211 6,342 2.16% 2.22% 698 -119 -0.36% Q4 2025 Jan 15, 2026
Beaumont Financial Advisors, LLC History Added to 33,103 6,322 0.42% 0.41% 699 +405 1.24% Q4 2025 Jan 16, 2026
Simmons Bank History Added to 33,079 6,317 0.42% 0.39% 700 +1,339 4.22% Q4 2025 Feb 05, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 33,060 6,314 0.33% 0.32% 701 -351 -1.05% Q4 2025 Jan 27, 2026
Journey Beyond Wealth, LLC History Added to 33,055 6,313 5.02% 5.06% 702 +63 0.19% Q4 2025 Jan 23, 2026
FIDUCIARY ADVISORS, INC. History Added to 32,858 6,275 4.77% 4.88% 703 +469 1.45% Q4 2025 Jan 27, 2026
Cornerstone Advisory, LLC History Added to 32,808 6,266 0.6% 0.6% 704 +91 0.28% Q4 2025 Jan 28, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 32,762 6,257 0.16% 0.29% 705 -25,540 -43.81% Q4 2025 Jan 23, 2026
Grandview Asset Management LLC History Added to 32,668 6,239 1.71% 1.51% 706 +3,782 13.09% Q4 2025 Jan 26, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 32,640 6,233 0.65% 0.64% 707 -8 -0.02% Q4 2025 Feb 12, 2026
Bath Savings Trust Co History Added to 32,417 6,191 0.62% 0.59% 708 +279 0.87% Q4 2025 Jan 12, 2026
Peak Retirement Planning, Inc. History Added to 32,383 6,184 1.45% 1.49% 709 +4,087 14.44% Q4 2025 Feb 10, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 32,224 6,154 2.28% 2.28% 710 -144 -0.44% Q4 2025 Feb 17, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 32,209 6,151 2.23% 711 +32,209 New Q4 2025 Mar 26, 2026
HBK Sorce Advisory LLC History Added to 29,605 6,110 0.14% 0.13% 712 +2,806 10.47% Q4 2025 Feb 09, 2026
Grey Ledge Advisors, LLC History Reduced 31,847 6,082 1.38% 1.36% 713 -387 -1.2% Q4 2025 Feb 05, 2026
Artesa Financial Group, LLC History New 31,742 6,062 6.24% 714 +31,742 New Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Added to 31,592 6,033 0.7% 0.95% 715 +2,048 6.93% Q4 2025 Feb 13, 2026
Midwestern Financial, LLC /IA History Reduced 31,466 6,009 4.97% 5.11% 716 -448 -1.4% Q4 2025 Feb 06, 2026
Clarity Capital Advisors, LLC History Added to 31,143 5,947 2.97% 3.06% 717 +1,004 3.33% Q4 2025 Feb 11, 2026
Winthrop Capital Management, LLC History Reduced 31,135 5,946 1.39% 1.42% 718 -356 -1.13% Q4 2025 Feb 10, 2026
Security Financial Services, INC. History Reduced 31,061 5,932 0.93% 0.97% 719 -1,014 -3.16% Q4 2025 Jan 27, 2026
Ascent Group, LLC History Reduced 31,040 5,928 0.2% 0.23% 720 -3,833 -10.99% Q4 2025 Jan 20, 2026
GREENBERG FINANCIAL GROUP History New 30,779 5,878 2.42% 721 +30,779 New Q4 2025 Jan 22, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 30,752 5,873 2.52% 2.59% 722 +440 1.45% Q4 2025 Jan 22, 2026
Dynamic Advisor Solutions LLC History Reduced 30,651 5,853 0.19% 0.29% 723 -23,071 -42.95% Q4 2025 Jan 09, 2026
Capital Advisors, Ltd. LLC History Added to 30,586 5,842 0.66% 0.64% 724 +31 0.1% Q4 2025 Jan 21, 2026
Capital Analysts, LLC History Reduced 30,419 5,809 0.18% 0.38% 725 -40,199 -56.92% Q4 2025 Feb 11, 2026
McLean Asset Management Corp History Reduced 29,322 5,796 1.04% 1.36% 726 -5,997 -16.98% Q4 2025 Jan 16, 2026
AGF MANAGEMENT LTD History Reduced 30,205 5,768 0.03% 0.03% 727 -2,050 -6.36% Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 30,203 5,768 0.19% 0.18% 728 +1,805 6.36% Q4 2025 Feb 13, 2026
GenTrust, LLC History Reduced 30,190 5,765 0.25% 0.27% 729 -1,566 -4.93% Q4 2025 Feb 02, 2026
Excelsior Advisor Network LLC History New 30,083 5,745 2.79% 730 +30,083 New Q4 2025 Feb 13, 2026
PACIFIC FINANCIAL GROUP INC History Added to 30,036 5,736 3.19% 1.93% 731 +16,041 114.62% Q4 2025 Feb 17, 2026
Intellectus Partners, LLC History Reduced 30,025 5,734 1.11% 1.11% 732 -491 -1.61% Q4 2025 Feb 10, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 35,152 5,709 1.85% 4.0% 733 +510 1.47% Q4 2025 Jan 22, 2026
Argent Trust Co History Reduced 29,891 5,708 0.2% 0.2% 734 -708 -2.31% Q4 2025 Feb 10, 2026
Wealth Preservation Advisors, LLC History Added to 29,865 5,703 2.87% 3.19% 735 +453 1.54% Q4 2025 Feb 23, 2026
RoundAngle Advisors LLC History Added to 29,777 5,687 4.14% 3.96% 736 +2,333 8.5% Q4 2025 Jan 12, 2026
United Advisor Group, LLC History Reduced 29,718 5,675 0.71% 0.86% 737 -4,341 -12.75% Q4 2025 Jan 26, 2026
ATLAS CAPITAL ADVISORS INC. History New 29,698 5,672 0.63% 738 +29,698 New Q4 2025 Feb 13, 2026
Avise Financial Cooperative, Inc. History New 29,636 5,660 5.1% 739 +29,636 New Q4 2025 Feb 11, 2026
N.E.W. Advisory Services LLC History Reduced 29,476 5,629 0.42% 0.5% 740 -515 -1.72% Q4 2025 Jan 28, 2026
ArchPoint Investors History No change 29,467 5,627 1.33% 1.52% 741 0 0.0% Q4 2025 Feb 13, 2026
Rothschild Wealth LLC History New 29,192 5,575 0.54% 742 +29,192 New Q4 2025 Feb 17, 2026
DAVIDSON TRUST CO History Added to 29,165 5,570 2.32% 2.09% 743 +1,974 7.26% Q4 2025 Jan 27, 2026
Valence8 US LP History Reduced 29,121 5,561 1.65% 5.02% 744 -49,431 -62.93% Q4 2025 Feb 09, 2026
Kuhn & Co Investment Counsel History Added to 29,090 5,555 3.7% 3.85% 745 +2,986 11.44% Q4 2025 Feb 09, 2026
Koss-Olinger Consulting, LLC History Reduced 29,080 5,554 0.43% 0.52% 746 -6,696 -18.72% Q4 2025 Feb 10, 2026
Chris Bulman Inc History Added to 29,077 5,553 2.46% 2.59% 747 +1,324 4.77% Q4 2025 Jan 14, 2026
Claris Financial LLC History Added to 29,052 5,548 2.95% 2.75% 748 +3,123 12.04% Q4 2025 Feb 19, 2026
GREAT LAKES ADVISORS, LLC History Added to 29,026 5,543 0.05% 0.04% 749 +5,124 21.44% Q4 2025 Feb 12, 2026
Ackerman Capital Advisors, LLC History Reduced 28,996 5,537 1.11% 1.43% 750 -7,615 -20.8% Q4 2025 Feb 11, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 28,920 5,523 3.18% 3.21% 751 -772 -2.6% Q4 2025 Jan 15, 2026
Manuka Financial, LLC History Reduced 28,906 5,520 3.43% 3.39% 752 -301 -1.03% Q4 2025 Jan 28, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Added to 28,846 5,509 4.37% 4.19% 753 +736 2.62% Q4 2025 Jan 16, 2026
TCI Wealth Advisors, Inc. History Reduced 28,799 5,500 0.3% 0.32% 754 -237 -0.82% Q4 2025 Feb 02, 2026
ORSER CAPITAL MANAGEMENT, LLC History Reduced 28,679 5,477 3.1% 2.83% 755 -135 -0.47% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Added to 28,547 5,452 0.13% 0.11% 756 +5,685 24.87% Q4 2025 Feb 04, 2026
Prostatis Group LLC History Reduced 28,526 5,448 1.3% 1.38% 757 -907 -3.08% Q4 2025 Feb 17, 2026
STEVENS CAPITAL PARTNERS History Reduced 28,462 5,435 1.42% 1.6% 758 -305 -1.06% Q4 2025 Jan 27, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 28,432 5,430 0.04% 0.05% 759 -1,460 -4.88% Q4 2025 Feb 13, 2026
Opus Capital Group, LLC History Reduced 28,267 5,399 0.58% 0.6% 760 -166 -0.58% Q4 2025 Jan 30, 2026
Long Island Wealth Management, Inc. History Added to 28,263 5,397 2.55% 2.54% 761 +260 0.93% Q4 2025 Jan 21, 2026
Red Tortoise LLC History Reduced 28,173 5,380 2.28% 2.29% 762 -111 -0.39% Q4 2025 Jan 22, 2026
Windward Private Wealth Management Inc. History Reduced 28,073 5,361 1.86% 1.92% 763 -1,762 -5.91% Q4 2025 Feb 02, 2026
Stratos Wealth Advisors, LLC History Reduced 27,920 5,332 0.26% 0.26% 764 -723 -2.52% Q4 2025 Jan 20, 2026
TSFG, LLC History Reduced 27,907 5,330 0.8% 0.88% 765 -1,917 -6.43% Q4 2025 Feb 04, 2026
Destination Wealth Management History Added to 27,721 5,294 0.14% 0.14% 766 +555 2.04% Q4 2025 Feb 13, 2026
Sound View Wealth Advisors Group, LLC History Added to 27,550 5,261 0.35% 0.35% 767 +283 1.04% Q4 2025 Jan 08, 2026
Chesley Taft & Associates LLC History Added to 27,522 5,256 0.21% 0.19% 768 +3,920 16.61% Q4 2025 Jan 14, 2026
Gateway Wealth Partners, LLC History Added to 27,392 5,231 0.58% 0.63% 769 +2,511 10.09% Q4 2025 Feb 11, 2026
Winthrop Advisory Group LLC History Added to 27,311 5,216 0.44% 0.43% 770 +986 3.75% Q4 2025 Jan 21, 2026
Idaho Trust Co History Reduced 27,221 5,198 1.72% 1.84% 771 -2,030 -6.94% Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 27,082 5,172 0.0% 772 +27,082 New Q4 2025 Feb 13, 2026
FLAGSTAR ADVISORS INC History Added to 27,071 5,170 1.73% 1.53% 773 +403 1.51% Q4 2025 Jan 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 27,065 5,169 0.4% 0.43% 774 -6,121 -18.44% Q4 2025 Jan 23, 2026
KELLEHER FINANCIAL ADVISORS History Added to 27,045 5,165 1.18% 1.24% 775 +478 1.8% Q4 2025 Jan 20, 2026
IMG Wealth Management, Inc. History New 27,011 5,158 3.28% 776 +27,011 New Q4 2025 Feb 05, 2026
Novak & Powell Financial Services, Inc. History Reduced 27,000 5,156 2.69% 2.67% 777 -259 -0.95% Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Reduced 26,965 5,150 0.31% 0.37% 778 -4,358 -13.91% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Added to 26,861 5,130 0.5% 0.14% 779 +19,590 269.43% Q4 2025 Jan 13, 2026
Compass Ion Advisors, LLC History Reduced 26,850 5,128 0.49% 0.5% 780 -786 -2.84% Q4 2025 Jan 29, 2026
IF Advisors, LLC History New 26,839 5,125 4.16% 781 +26,839 New Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 26,774 5,113 0.11% 0.17% 782 +481 1.83% Q4 2025 Feb 05, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 26,718 5,102 0.09% 0.1% 783 -505 -1.86% Q4 2025 Jan 23, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 26,682 5,095 1.1% 1.11% 784 -315 -1.17% Q4 2025 Jan 26, 2026
Bank of Jackson Hole Trust History Added to 26,675 5,094 2.42% 2.24% 785 +2,715 11.33% Q4 2025 Feb 12, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 26,656 5,091 0.04% 0.0% 786 +23,339 703.62% Q4 2025 Feb 11, 2026
Stone Wealth Partners History New 26,555 5,071 4.52% 787 +26,555 New Q4 2025 Feb 24, 2026
BRIGHTON SECURITIES CORP. History Added to 26,410 5,044 2.49% 1.93% 788 +6,498 32.63% Q4 2025 Mar 06, 2026
Newton One Investments LLC History Added to 26,402 5,042 1.49% 1.42% 789 +658 2.56% Q4 2025 Jan 23, 2026
Prospect Financial Services LLC History Reduced 26,391 5,040 2.89% 2.94% 790 -1,019 -3.72% Q4 2025 Feb 06, 2026
Motiv8 Investments LLC History Added to 26,371 5,037 2.75% 2.59% 791 +251 0.96% Q4 2025 Feb 13, 2026
Vivaldi Capital Management LP History Added to 26,349 5,032 0.68% 0.63% 792 +2,447 10.24% Q4 2025 Feb 13, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 26,306 5,024 1.81% 1.84% 793 -82 -0.31% Q4 2025 Jan 14, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 26,279 5,019 0.45% 0.36% 794 +5,432 26.06% Q4 2025 Jan 16, 2026
Troutman Wealth Management, LLC History New 26,206 5,005 4.14% 795 +26,206 New Q4 2025 Feb 18, 2026
Continuum Advisory, LLC History Added to 26,127 4,989 0.5% 0.5% 796 +661 2.6% Q4 2025 Feb 11, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 26,106 4,985 2.3% 797 +26,106 New Q4 2025 Feb 17, 2026
CATALYST PRIVATE WEALTH, LLC History Reduced 25,986 4,963 2.17% 2.17% 798 -554 -2.09% Q4 2025 Jan 14, 2026
Root Financial Partners, LLC History Added to 25,779 4,923 0.25% 0.24% 799 +4,883 23.37% Q4 2025 Feb 10, 2026
Calder Financial LLC History New 25,410 4,852 4.76% 800 +25,410 New Q4 2025 Jan 23, 2026
Rehmann Capital Advisory Group History Added to 25,379 4,847 0.25% 0.26% 801 +56 0.22% Q4 2025 Mar 04, 2026
Beaumont Asset Management, L.L.C. History Reduced 25,321 4,836 2.42% 2.81% 802 -4,612 -15.41% Q4 2025 Jan 21, 2026
BARRETT & COMPANY, INC. History Reduced 25,316 4,835 1.61% 1.66% 803 -643 -2.48% Q4 2025 Jan 28, 2026
American Alpha Advisors, LLC History Added to 25,208 4,814 2.85% 2.87% 804 +2,991 13.46% Q4 2025 Feb 17, 2026
Jefferson Bridge Capital, LLC History New 25,179 4,809 4.84% 805 +25,179 New Q4 2025 Jan 21, 2026
Empower Advisory Group, LLC History Added to 25,150 4,803 0.01% 0.01% 806 +2,243 9.79% Q4 2025 Feb 12, 2026
Blueprint Investment Partners LLC History Reduced 25,056 4,785 0.51% 0.81% 807 -5,908 -19.08% Q4 2025 Feb 17, 2026
Emergent Wealth Advisors, LLC History Added to 25,054 4,785 2.69% 2.51% 808 +1,954 8.46% Q4 2025 Jan 14, 2026
Intrinsic Value Partners, LLC History Added to 24,852 4,746 3.56% 3.55% 809 +1,320 5.61% Q4 2025 Jan 21, 2026
Ironsides Asset Advisors, LLC History Reduced 24,820 4,740 1.2% 1.2% 810 -125 -0.5% Q4 2025 Feb 12, 2026
Acropolis Investment Management, LLC History Added to 24,818 4,739 0.21% 0.22% 811 +396 1.62% Q4 2025 Jan 14, 2026
WBH ADVISORY INC History Reduced 24,772 4,731 0.35% 0.41% 812 -4,016 -13.95% Q4 2025 Jan 26, 2026
Charter Oak Capital Management, LLC History Added to 24,776 4,731 0.36% 0.36% 813 +380 1.56% Q4 2025 Jan 23, 2026
Victrix Investment Advisors History New 24,766 4,730 1.83% 814 +24,766 New Q4 2025 Feb 11, 2026
LifeSteps Financial, Inc. History Added to 24,764 4,729 3.03% 2.92% 815 +394 1.62% Q4 2025 Jan 28, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 24,654 4,708 0.26% 0.3% 816 -1,825 -6.89% Q4 2025 Feb 04, 2026
Sonoma Allocations LLC History Added to 23,393 4,701 1.56% 1.44% 817 +1,889 8.78% Q4 2025 Feb 23, 2026
Dana Investment Advisors, Inc. History Reduced 24,551 4,689 0.14% 0.16% 818 -4,097 -14.3% Q4 2025 Feb 05, 2026
Luminvest Wealth Management LLC History Added to 24,518 4,682 1.3% 1.2% 819 +4,701 23.72% Q4 2025 Jan 26, 2026
Maxele Advisors, LLC History Added to 24,445 4,668 3.79% 3.63% 820 +1,871 8.29% Q4 2025 Feb 05, 2026
Leo Wealth, LLC History Added to 24,407 4,661 0.34% 0.37% 821 +9,139 59.86% Q4 2025 Jan 21, 2026
Fonville Wealth Management LLC History Added to 24,370 4,654 0.95% 0.93% 822 +2,331 10.58% Q4 2025 Jan 23, 2026
First Financial Bank - Trust Division History Reduced 24,338 4,648 0.38% 0.4% 823 -704 -2.81% Q4 2025 Jan 02, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 24,311 4,643 0.08% 0.09% 824 -3,726 -13.29% Q4 2025 Jan 28, 2026
Birchcreek Wealth Management, LLC History Added to 24,249 4,631 2.27% 2.27% 825 +635 2.69% Q4 2025 Jan 16, 2026
Indivisible Partners History New 24,283 4,629 0.5% 826 +24,283 New Q4 2025 Feb 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 24,132 4,608 1.24% 0.06% 827 +23,356 3009.79% Q4 2025 Feb 09, 2026
CULBERTSON A N & CO INC History Reduced 24,034 4,590 0.63% 0.64% 828 -55 -0.23% Q4 2025 Jan 21, 2026
Pallas Capital Advisors LLC History Added to 23,999 4,583 0.15% 0.13% 829 +4,378 22.31% Q4 2025 Jan 14, 2026
Glass Jacobson Investment Advisors llc History Reduced 23,964 4,576 1.65% 1.66% 830 -591 -2.41% Q4 2025 Jan 22, 2026
Base Wealth Management LLC History Added to 23,954 4,574 2.46% 2.3% 831 +2,294 10.59% Q4 2025 Jan 21, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 23,898 4,564 0.67% 832 +23,898 New Q4 2025 Feb 13, 2026
Harbor Asset Planning, Inc. History Added to 23,720 4,530 3.87% 3.89% 833 +417 1.79% Q4 2025 Jan 26, 2026
Auxano Advisors, LLC History Added to 23,717 4,529 0.89% 0.94% 834 +110 0.47% Q4 2025 Feb 06, 2026
FineMark National Bank & Trust History Added to 23,540 4,495 0.14% 0.12% 835 +3,842 19.5% Q4 2025 Feb 12, 2026
Moors & Cabot, Inc. History Added to 23,379 4,465 0.19% 0.13% 836 +7,078 43.42% Q4 2025 Feb 10, 2026
Bonfire Financial History Reduced 23,370 4,463 3.33% 3.62% 837 -1,772 -7.05% Q4 2025 Jan 27, 2026
FIRST MANHATTAN CO. LLC. History Reduced 23,308 4,451 0.01% 0.01% 838 -1,475 -5.95% Q4 2025 Feb 17, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 23,252 4,440 0.74% 0.79% 839 -689 -2.88% Q4 2025 Feb 10, 2026
Trinity Financial Advisors LLC History Reduced 23,216 4,433 1.24% 1.44% 840 -3,334 -12.56% Q4 2025 Jan 13, 2026
Wealth Advisory Solutions, LLC History Added to 23,212 4,433 1.03% 1.0% 841 +971 4.37% Q4 2025 Jan 16, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 23,144 4,420 0.07% 0.07% 842 -1,163 -4.78% Q4 2025 Jan 22, 2026
Amicus Financial Advisors, LLC History New 23,132 4,417 1.23% 843 +23,132 New Q4 2025 Mar 02, 2026
NorthStar Asset Management LLC /NJ/ History Added to 23,032 4,398 1.98% 2.03% 844 +275 1.21% Q4 2025 Feb 10, 2026
Monument Group Wealth Advisors, LLC History Added to 22,951 4,383 2.39% 2.4% 845 +1,136 5.21% Q4 2025 Jan 15, 2026
WADDELL & ASSOCIATES, LLC History Added to 22,944 4,382 0.3% 0.36% 846 +373 1.65% Q4 2025 Feb 11, 2026
Wescott Financial Advisory Group, LLC History Added to 22,914 4,376 0.38% 0.38% 847 +108 0.47% Q4 2025 Feb 12, 2026
Old North State Wealth Management, LLC History Added to 22,826 4,363 2.05% 1.84% 849 +1,750 8.3% Q4 2025 Jan 23, 2026
Clarius Group, LLC History Reduced 22,845 4,363 0.25% 0.25% 848 -85 -0.37% Q4 2025 Jan 14, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 22,824 4,359 2.19% 1.7% 851 +6,536 40.13% Q4 2025 Jan 23, 2026
WESCAP Management Group, Inc. History Added to 22,823 4,359 0.88% 0.77% 850 +3,150 16.01% Q4 2025 Feb 11, 2026
City State Bank History Added to 22,670 4,329 1.19% 1.15% 852 +1,242 5.8% Q4 2025 Jan 28, 2026
Livet Wealth, LLC History New 22,653 4,326 2.66% 853 +22,653 New Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Added to 22,645 4,324 0.32% 0.27% 854 +250 1.12% Q4 2025 Feb 17, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 22,500 4,297 1.85% 1.89% 855 0 0.0% Q4 2025 Jan 12, 2026
Csenge Advisory Group History Added to 22,488 4,295 0.19% 0.15% 856 +5,577 32.98% Q4 2025 Feb 06, 2026
Tradewinds, LLC. History Added to 22,488 4,294 1.02% 0.63% 857 +8,670 62.74% Q4 2025 Feb 13, 2026
VeraBank, N.A. History Reduced 22,394 4,277 0.78% 0.8% 858 -601 -2.61% Q4 2025 Feb 11, 2026
Fourth Dimension Wealth, LLC History Reduced 22,382 4,274 1.56% 1.6% 859 -129 -0.57% Q4 2025 Feb 04, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 22,373 4,273 1.5% 1.62% 860 -4,437 -16.55% Q4 2025 Jan 30, 2026
Curi Capital, LLC History Reduced 22,346 4,267 0.07% 0.08% 861 -485 -2.12% Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History Reduced 22,340 4,266 0.12% 0.12% 862 -33 -0.15% Q4 2025 Jan 20, 2026
SUMMIT WEALTH GROUP LLC / CO History New 22,214 4,242 0.56% 863 +22,214 New Q4 2025 Feb 04, 2026
Lodestone Wealth Management LLC History Reduced 22,205 4,240 1.73% 2.03% 864 -2,055 -8.47% Q4 2025 Jan 15, 2026
AMARA FINANCIAL, LLC. History Reduced 22,063 4,213 2.92% 3.04% 865 -40 -0.18% Q4 2025 Feb 03, 2026
Balentine LLC History Reduced 22,057 4,212 0.16% 0.18% 866 -3,553 -13.87% Q4 2025 Feb 02, 2026
Archford Capital Strategies, LLC History Reduced 22,054 4,212 0.49% 0.52% 867 -1,234 -5.3% Q4 2025 Jan 15, 2026
Redwood Family Wealth LLC History New 21,928 4,188 4.12% 868 +21,928 New Q4 2025 Mar 06, 2026
MONTAG A & ASSOCIATES INC History Reduced 21,854 4,173 0.19% 0.22% 869 -3,355 -13.31% Q4 2025 Feb 02, 2026
Northern Lights Advisors, Inc. History New 21,816 4,166 2.86% 870 +21,816 New Q4 2025 Apr 20, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 21,754 4,154 0.16% 0.14% 871 +3,116 16.72% Q4 2025 Feb 04, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 21,669 4,138 1.68% 1.67% 872 +162 0.75% Q4 2025 Feb 11, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 21,652 4,135 0.58% 0.61% 873 +226 1.05% Q4 2025 Feb 13, 2026
Broadleaf Partners, LLC History Added to 21,610 4,127 0.87% 0.43% 874 +10,584 95.99% Q4 2025 Feb 13, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 21,586 4,122 0.39% 0.39% 875 +35 0.16% Q4 2025 Feb 17, 2026
Goodman Financial Corp History Reduced 21,578 4,121 0.78% 0.78% 876 -47 -0.22% Q4 2025 Jan 08, 2026
Veratis Advisors, Inc. History New 19,983 4,112 3.25% 877 +19,983 New Q4 2025 Feb 18, 2026
NORTHSTAR ASSET MANAGEMENT Co History Added to 21,515 4,109 0.87% 0.83% 878 +855 4.14% Q4 2025 Jan 27, 2026
Weitzel Financial Services, Inc. History Added to 21,274 4,102 1.59% 1.48% 879 +1,546 7.84% Q4 2025 Feb 03, 2026
Triune Financial Partners, LLC History Reduced 20,529 4,100 0.96% 0.98% 880 -427 -2.04% Q4 2025 Feb 02, 2026
Dorsey & Whitney Trust CO LLC History Added to 21,444 4,095 0.22% 0.21% 881 +250 1.18% Q4 2025 Feb 11, 2026
Hudson Oak Wealth Advisory LLC History New 21,425 4,091 3.61% 883 +21,425 New Q4 2025 Jan 23, 2026
TAGStone Capital, Inc. History Added to 21,425 4,091 1.52% 1.49% 882 +1,415 7.07% Q4 2025 Feb 10, 2026
Hubbell Strickland Wealth Management, LLC History Added to 21,388 4,084 1.64% 1.63% 884 +118 0.55% Q4 2025 Jan 20, 2026
United Bank History Reduced 21,094 4,028 1.37% 1.38% 885 -249 -1.17% Q4 2025 Feb 05, 2026
Compass Advisory Group LLC History Added to 21,084 4,026 1.09% 1.1% 886 +120 0.57% Q4 2025 Jan 21, 2026
MONECO ADVISORS, LLC History Added to 21,043 4,018 0.32% 0.3% 887 +1,615 8.31% Q4 2025 Feb 04, 2026
Prosperity Consulting Group, LLC History Added to 20,950 4,001 0.18% 0.18% 888 +846 4.21% Q4 2025 Feb 17, 2026
Quadcap Wealth Management, LLC History Reduced 20,920 3,995 0.46% 0.46% 889 -73 -0.35% Q4 2025 Jan 29, 2026
Disciplined Investments, LLC History Reduced 20,898 3,991 1.53% 1.66% 890 -1,520 -6.78% Q4 2025 Feb 05, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 20,876 3,987 0.45% 0.46% 891 -272 -1.29% Q4 2025 Jan 14, 2026
OneAscent Financial Services LLC History Added to 20,713 3,956 0.36% 0.06% 893 +17,916 640.54% Q4 2025 Feb 11, 2026
Carnegie Investment Counsel History Reduced 20,715 3,956 0.07% 0.07% 892 -498 -2.35% Q4 2025 Jan 23, 2026
SEEDS INVESTOR LLC History Added to 20,714 3,956 0.76% 0.81% 894 +29 0.14% Q4 2025 Jan 27, 2026
Beacon Financial Advisory LLC History Added to 20,704 3,954 0.92% 0.87% 895 +500 2.47% Q4 2025 Feb 17, 2026
BKM Wealth Management, LLC History Added to 20,619 3,938 1.44% 1.29% 896 +1,907 10.19% Q4 2025 Jan 29, 2026
FIDUCIARY FAMILY OFFICE, LLC History Reduced 20,565 3,927 1.13% 1.29% 897 -3,775 -15.51% Q4 2025 Feb 10, 2026
ARRIEN INVESTMENTS, INC. History Added to 20,531 3,921 2.21% 2.1% 898 +1,246 6.46% Q4 2025 Jan 30, 2026
Magnus Financial Group LLC History Reduced 20,451 3,905 0.3% 0.3% 899 -54 -0.26% Q4 2025 Jan 07, 2026
Quest 10 Wealth Builders, Inc. History Reduced 20,443 3,904 3.49% 3.66% 901 -852 -4.0% Q4 2025 Jan 29, 2026
GFS Advisors, LLC History No change 20,445 3,904 0.46% 0.49% 900 0 0.0% Q4 2025 Feb 11, 2026
Glenview Trust Co History Added to 20,387 3,893 0.06% 0.06% 902 +517 2.6% Q4 2025 Feb 09, 2026
Cascade Wealth Advisors, Inc History Added to 19,623 3,891 1.79% 1.77% 903 +360 1.87% Q4 2025 Feb 04, 2026
Hilltop Holdings Inc. History Added to 20,328 3,882 0.23% 0.2% 904 +309 1.54% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 20,323 3,881 0.19% 0.2% 905 -1,796 -8.12% Q4 2025 Feb 04, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 20,279 3,873 1.41% 1.09% 906 +6,656 48.86% Q4 2025 Feb 12, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 20,236 3,864 0.37% 0.36% 907 +28 0.14% Q4 2025 Feb 23, 2026
Dentgroup LLC History Reduced 20,212 3,860 2.65% 3.07% 908 -5,288 -20.74% Q4 2025 Jan 28, 2026
WoodTrust Financial Corp History Added to 20,193 3,857 0.45% 0.42% 909 +1,254 6.62% Q4 2025 Jan 30, 2026
Total Wealth Planning, LLC History Reduced 20,187 3,855 8.25% 6.98% 911 -303,418 -93.76% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 20,188 3,855 0.44% 0.48% 910 0 0.0% Q4 2025 Feb 17, 2026
Pioneer Wealth Management Group History Added to 20,125 3,843 1.17% 1.2% 912 +222 1.12% Q4 2025 Jan 12, 2026
ERn Financial, LLC History Reduced 20,105 3,839 0.72% 0.74% 913 -95 -0.47% Q4 2025 Jan 15, 2026
MOKAN Wealth Management Inc. History Added to 20,088 3,838 1.7% 1.58% 914 +3,272 19.46% Q4 2025 Jan 26, 2026
Anchor Investment Management, LLC History Added to 20,087 3,836 0.31% 0.29% 915 +1,024 5.37% Q4 2025 Feb 26, 2026
DT Investment Partners, LLC History Added to 20,025 3,824 0.32% 0.31% 916 +435 2.22% Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History Reduced 20,014 3,822 0.2% 0.21% 917 -26 -0.13% Q4 2025 Jan 23, 2026
Belpointe Asset Management LLC History Reduced 20,000 3,820 0.14% 0.16% 918 -2,836 -12.42% Q4 2025 Jan 27, 2026
Milestone Investment Advisors LLC History Added to 19,889 3,798 0.92% 0.92% 919 +40 0.2% Q4 2025 Feb 11, 2026
Diversified Trust Co History Reduced 19,869 3,794 0.07% 0.08% 920 -1,552 -7.25% Q4 2025 Jan 09, 2026
HARRIS ASSOCIATES L P History Added to 19,859 3,792 0.0% 0.0% 921 +19,111 2554.95% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Added to 19,794 3,780 0.14% 0.13% 922 +1,256 6.78% Q4 2025 Feb 02, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 19,775 3,776 3.54% 923 +19,775 New Q4 2025 Feb 02, 2026
Archvest Wealth Advisors, Inc. History Added to 19,748 3,771 2.41% 3.15% 924 +654 3.43% Q4 2025 Feb 13, 2026
Chemistry Wealth Management LLC History Reduced 19,745 3,771 0.71% 0.71% 925 -23 -0.12% Q4 2025 Jan 06, 2026
Powerhouse Assets LLC History New 19,739 3,770 3.32% 926 +19,739 New Q4 2025 Jan 15, 2026
Segment Wealth Management, LLC History No change 19,590 3,741 0.22% 0.22% 927 0 0.0% Q4 2025 Jan 29, 2026
Wilson & Boucher Capital Management, LLC History Added to 19,576 3,738 2.45% 2.16% 928 +1,982 11.27% Q4 2025 Feb 05, 2026
Evanson Asset Management, LLC History Added to 19,568 3,737 0.2% 0.2% 929 +896 4.8% Q4 2025 Jan 12, 2026
Hexagon Capital Partners LLC History Reduced 19,501 3,724 0.69% 0.75% 930 -526 -2.63% Q4 2025 Feb 06, 2026
NICOLET BANKSHARES INC History Added to 19,454 3,715 0.6% 0.58% 931 +203 1.05% Q4 2025 Feb 09, 2026
Litman Gregory Wealth Management LLC History Added to 19,405 3,706 0.27% 0.26% 932 +346 1.82% Q4 2025 Feb 12, 2026
Francis Financial, Inc. History Added to 19,305 3,687 0.72% 0.64% 933 +116 0.6% Q4 2025 Feb 11, 2026
Tacita Capital Inc History Reduced 19,163 3,659 2.12% 2.19% 934 -255 -1.31% Q4 2025 Feb 11, 2026
NWF Advisory Services Inc. History Reduced 19,140 3,655 0.4% 0.4% 935 -416 -2.13% Q4 2025 Mar 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 19,091 3,646 0.2% 0.18% 936 +2,435 14.62% Q4 2025 Jan 13, 2026
Insight Advisors, LLC/ PA History No change 19,070 3,642 0.55% 0.54% 937 0 0.0% Q4 2025 Feb 11, 2026
Uptown Financial Advisors LLC History Reduced 18,984 3,625 2.6% 2.99% 938 -505 -2.59% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History New 18,923 3,614 0.02% 939 +18,923 New Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 18,915 3,612 0.12% 0.13% 940 -1,438 -7.07% Q4 2025 Feb 17, 2026
Strategic Financial Partners, Ltd. History Reduced 18,884 3,606 1.56% 1.66% 941 -532 -2.74% Q4 2025 Feb 11, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Added to 18,880 3,605 1.51% 1.33% 942 +2,087 12.43% Q4 2025 Feb 13, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 18,637 3,559 0.39% 0.39% 943 -30 -0.16% Q4 2025 Jan 20, 2026
Principle Wealth Partners LLC History Reduced 18,629 3,558 0.2% 0.2% 944 -68 -0.36% Q4 2025 Feb 06, 2026
Qube Research & Technologies Ltd History Added to 18,612 3,554 0.0% 0.0% 945 +10,918 141.9% Q4 2025 Feb 17, 2026
Prosperity Planning, Inc. History Reduced 18,594 3,551 0.93% 1.08% 946 -2,821 -13.17% Q4 2025 Jan 14, 2026
Portus Wealth Advisors, LLC History Added to 18,544 3,541 3.34% 3.33% 947 +633 3.53% Q4 2025 Jan 27, 2026
Mayflower Financial Advisors, LLC History Added to 18,540 3,540 0.43% 0.39% 948 +1,710 10.16% Q4 2025 Jan 13, 2026
LongView Wealth Management History Reduced 17,892 3,522 0.85% 0.94% 949 -651 -3.51% Q4 2025 Jan 13, 2026
JFS WEALTH ADVISORS, LLC History Added to 18,394 3,513 0.2% 0.2% 950 +165 0.91% Q4 2025 Jan 14, 2026
PRIVATE TRUST CO NA History Added to 18,380 3,510 0.31% 0.3% 951 +391 2.17% Q4 2025 Jan 26, 2026
Angeles Investment Advisors, LLC History No change 18,360 3,506 0.23% 0.22% 952 0 0.0% Q4 2025 Feb 17, 2026
Discipline Wealth Solutions, LLC History Added to 18,353 3,505 0.65% 0.55% 953 +7,097 63.05% Q4 2025 Jan 26, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 18,231 3,481 0.01% 0.01% 954 +1,206 7.08% Q4 2025 Jan 30, 2026
Capital Investment Advisors, LLC History Added to 18,094 3,455 0.05% 0.03% 955 +7,329 68.08% Q4 2025 Jan 13, 2026
Stonebridge Financial Group, LLC / MO History New 18,000 3,437 2.97% 957 +18,000 New Q4 2025 Feb 04, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 17,996 3,437 0.0% 0.0% 956 +6,556 57.31% Q4 2025 Feb 02, 2026
SYON CAPITAL LLC History Added to 17,954 3,429 0.17% 0.18% 958 +293 1.66% Q4 2025 Feb 11, 2026
SwitchPoint Financial Planning, LLC History No change 17,673 3,375 2.36% 2.39% 959 0 0.0% Q4 2025 Feb 17, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 17,581 3,357 1.63% 1.43% 960 +1,716 10.82% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 17,478 3,338 0.15% 0.16% 961 +1,468 9.17% Q4 2025 Feb 05, 2026
Wilmington Savings Fund Society, FSB History Reduced 17,387 3,320 0.08% 0.08% 962 -170 -0.97% Q4 2025 Feb 12, 2026
SAWGRASS ASSET MANAGEMENT LLC History Reduced 17,359 3,315 0.41% 0.42% 963 -785 -4.33% Q4 2025 Feb 09, 2026
GC Wealth Management RIA, LLC History Added to 17,320 3,307 0.12% 0.11% 964 +74 0.43% Q4 2025 Jan 30, 2026
VestGen Investment Management History Added to 17,300 3,304 1.83% 1.4% 965 +4,784 38.22% Q4 2025 Feb 18, 2026
Nikulski Financial, Inc. History Reduced 17,290 3,302 0.79% 1.36% 966 -11,626 -40.21% Q4 2025 Jan 15, 2026
PFG Investments, LLC History Added to 17,291 3,302 0.16% 0.16% 967 +785 4.76% Q4 2025 Jan 26, 2026
Prospera Capital Management, LLC History Reduced 17,264 3,297 1.66% 1.58% 968 -288 -1.64% Q4 2025 Jan 20, 2026
Aristotle Capital Management, LLC History Added to 17,170 3,279 0.01% 0.0% 969 +11,134 184.46% Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 16,950 3,260 0.22% 0.16% 970 +5,231 44.64% Q4 2025 Jan 15, 2026
Crestwood Advisors Group, LLC History Added to 17,045 3,255 0.05% 0.05% 971 +2,528 17.41% Q4 2025 Feb 03, 2026
CWA Asset Management Group, LLC History Reduced 16,878 3,223 0.12% 0.12% 972 -273 -1.59% Q4 2025 Jan 07, 2026
Smith Partners Wealth Management, LLC History New 16,870 3,222 2.96% 973 +16,870 New Q4 2025 Feb 13, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 16,809 3,210 0.03% 0.03% 974 0 0.0% Q4 2025 Feb 03, 2026
Aptus Capital Advisors, LLC History Added to 16,787 3,206 0.02% 0.02% 975 +966 6.11% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Reduced 16,161 3,205 0.1% 0.12% 977 -3,498 -17.79% Q4 2025 Jan 23, 2026
AdvisorNet Financial, Inc History Reduced 16,782 3,205 0.17% 0.19% 976 -1,658 -8.99% Q4 2025 Jan 20, 2026
KITCHING PARTNERS, LLC History Added to 16,780 3,204 2.92% 1.47% 978 +8,447 101.37% Q4 2025 Feb 18, 2026
Donalies Financial Planning, LLC History New 16,751 3,199 2.72% 980 +16,751 New Q4 2025 Feb 17, 2026
Private Wealth Asset Management, LLC History Reduced 16,751 3,199 0.35% 0.54% 979 -7,695 -31.48% Q4 2025 Feb 10, 2026
Cloud Capital Management, LLC History Added to 16,690 3,187 1.51% 1.6% 981 +433 2.66% Q4 2025 Feb 12, 2026
KEYVANTAGE WEALTH, LLC History Reduced 16,654 3,180 1.36% 1.59% 982 -3,678 -18.09% Q4 2025 Feb 10, 2026
Salomon & Ludwin, LLC History Reduced 16,318 3,176 0.28% 0.28% 983 -162 -0.98% Q4 2025 Jan 28, 2026
SeaCrest Wealth Management, LLC History Reduced 16,345 3,171 0.32% 0.34% 984 -811 -4.73% Q4 2025 Jan 12, 2026
Gibraltar Capital Management, Inc. History Reduced 16,573 3,165 0.54% 0.56% 985 -140 -0.84% Q4 2025 Feb 02, 2026
Net Worth Advisory Group History Added to 16,544 3,159 0.64% 0.3% 986 +10,914 193.85% Q4 2025 Jan 14, 2026
StoneX Group Inc. History Reduced 16,466 3,148 0.14% 0.31% 987 -21,935 -57.12% Q4 2025 Feb 12, 2026
UNITED BANK History No change 16,446 3,141 0.41% 0.37% 988 0 0.0% Q4 2025 Feb 13, 2026
Pillar Financial Advisors, LLC History Added to 16,384 3,129 1.89% 1.88% 989 +320 1.99% Q4 2025 Feb 02, 2026
MSH Capital Advisors LLC History Reduced 16,370 3,126 0.67% 0.82% 990 -139 -0.84% Q4 2025 Feb 09, 2026
44 WEALTH MANAGEMENT LLC History New 16,340 3,120 1.05% 991 +16,340 New Q4 2025 Feb 09, 2026
L.K. Benson & Company, P.C. History Reduced 16,326 3,118 1.56% 1.68% 992 -366 -2.19% Q4 2025 Feb 06, 2026
Sovran Advisors, LLC History Added to 15,714 3,117 0.26% 0.06% 993 +11,878 309.65% Q4 2025 Jan 20, 2026
Simplicity Wealth,LLC History Added to 16,313 3,115 0.19% 0.14% 994 +3,150 23.93% Q4 2025 Jan 30, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 16,222 3,098 0.05% 0.04% 995 +79 0.49% Q4 2025 Feb 12, 2026
Infinity Wealth Counsel, LLC History Added to 16,171 3,088 2.81% 2.9% 996 +95 0.59% Q4 2025 Jan 15, 2026
Kendall Capital Management History Added to 16,165 3,087 0.65% 0.29% 997 +9,256 133.97% Q4 2025 Jan 16, 2026
SHP Wealth Management History New 16,140 3,082 0.24% 998 +16,140 New Q4 2025 Mar 04, 2026
Hilltop National Bank History Added to 16,108 3,076 0.74% 0.73% 999 +169 1.06% Q4 2025 Jan 07, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 16,012 3,058 2.06% 2.34% 1000 -1,136 -6.62% Q4 2025 Feb 17, 2026
REDW Wealth LLC History Added to 16,011 3,057 1.17% 0.9% 1001 +3,232 25.29% Q4 2025 Jan 28, 2026
Oath Planning, LLC History New 15,998 3,055 3.01% 1002 +15,998 New Q4 2025 Feb 12, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 15,992 3,054 0.82% 0.85% 1003 -352 -2.15% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History Added to 15,914 3,039 0.06% 0.05% 1004 +451 2.92% Q4 2025 Feb 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 15,897 3,036 0.18% 0.16% 1005 +2,137 15.53% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History Reduced 15,886 3,033 0.07% 0.08% 1006 -1,482 -8.53% Q4 2025 Jan 28, 2026
Johnson Financial Group, Inc. History Reduced 15,770 3,011 0.11% 0.11% 1007 -248 -1.55% Q4 2025 Feb 12, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 15,719 3,002 1.0% 0.88% 1008 +1,904 13.78% Q4 2025 Jan 22, 2026
Taylor Financial Group, Inc. History Added to 15,642 2,987 1.76% 1.66% 1009 +151 0.97% Q4 2025 Feb 06, 2026
Ironwood Financial, llc History Added to 15,158 2,984 0.51% 0.41% 1010 +2,728 21.95% Q4 2025 Jan 15, 2026
VICUS CAPITAL History Added to 15,541 2,968 0.22% 0.22% 1011 +32 0.21% Q4 2025 Jan 22, 2026
Kelman-Lazarov, Inc. History Reduced 15,535 2,966 0.42% 0.43% 1012 -2 -0.01% Q4 2025 Jan 26, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 15,471 2,954 0.47% 0.48% 1013 -8 -0.05% Q4 2025 Feb 04, 2026
Gilliland Jeter Wealth Management LLC History No change 15,402 2,941 0.89% 0.89% 1014 0 0.0% Q4 2025 Jan 23, 2026
Aspen Grove Capital, LLC History Reduced 15,390 2,939 0.51% 0.49% 1015 -170 -1.09% Q4 2025 Feb 17, 2026
FDx Advisors, Inc. History Added to 15,332 2,928 1.49% 0.81% 1016 +869 6.01% Q4 2025 Feb 10, 2026
Keebeck Wealth Management History Reduced 15,301 2,922 0.34% 0.34% 1017 -78 -0.51% Q4 2025 Feb 17, 2026
WEST BANCORPORATION INC History Added to 15,275 2,917 1.53% 1.5% 1018 +816 5.64% Q4 2025 Jan 29, 2026
Lavaca Capital LLC History No change 15,212 2,905 0.47% 0.49% 1019 0 0.0% Q4 2025 Feb 13, 2026
Allegheny Financial Group History Added to 15,204 2,903 0.43% 0.28% 1020 +7,089 87.36% Q4 2025 Feb 02, 2026
May Hill Capital, LLC History Added to 15,086 2,881 0.38% 0.42% 1021 +7,481 98.37% Q4 2025 Feb 05, 2026
Marotta Asset Management History Reduced 15,023 2,869 0.53% 0.6% 1023 -2,146 -12.5% Q4 2025 Jan 07, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 15,024 2,869 1.25% 1.27% 1022 +191 1.29% Q4 2025 Jan 29, 2026
Veridan Wealth LLC History Added to 15,021 2,868 0.96% 0.96% 1024 +125 0.84% Q4 2025 Feb 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 15,003 2,865 0.45% 0.49% 1025 -786 -4.98% Q4 2025 Jan 14, 2026
XML Financial, LLC History Reduced 14,954 2,856 0.23% 0.34% 1026 -7,338 -32.92% Q4 2025 Feb 11, 2026
Fifth Third Wealth Advisors LLC History Added to 14,919 2,849 0.1% 0.07% 1027 +4,542 43.77% Q4 2025 Jan 15, 2026
Kraft, Davis & Associates, LLC History Added to 14,486 2,847 0.64% 0.23% 1028 +9,522 191.82% Q4 2025 Jan 14, 2026
Parkside Financial Bank & Trust History Added to 14,879 2,841 0.21% 0.2% 1029 +651 4.58% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Reduced 14,826 2,831 0.18% 0.18% 1030 -202 -1.34% Q4 2025 Jan 30, 2026
Invst, LLC History Added to 14,751 2,817 0.31% 0.3% 1031 +453 3.17% Q4 2025 Feb 11, 2026
High Net Worth Advisory Group LLC History Added to 14,725 2,812 0.65% 0.64% 1032 +366 2.55% Q4 2025 Jan 23, 2026
Precision Wealth Strategies, LLC History Reduced 14,720 2,811 0.91% 1.12% 1033 -3,858 -20.77% Q4 2025 Jan 30, 2026
Meeder Advisory Services, Inc. History Added to 14,717 2,810 0.12% 0.12% 1034 +423 2.96% Q4 2025 Feb 11, 2026
Advisory Alpha, LLC History Added to 14,629 2,794 0.08% 0.07% 1035 +600 4.28% Q4 2025 Feb 06, 2026
GenWealth Group, Inc. History Added to 14,178 2,782 0.47% 0.42% 1036 +1,942 15.87% Q4 2025 Jan 12, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 14,501 2,769 0.65% 0.61% 1037 +1,237 9.33% Q4 2025 Feb 02, 2026
GAMMA Investing LLC History Added to 14,497 2,768 0.14% 0.15% 1038 +372 2.63% Q4 2025 Jan 05, 2026
Jacobi Capital Management LLC History Added to 14,473 2,764 0.16% 0.16% 1039 +204 1.43% Q4 2025 Feb 13, 2026
Genesis Financial Group, LLC History New 14,469 2,763 1.6% 1040 +14,469 New Q4 2025 Jan 16, 2026
AIMZ Investment Advisors, LLC History Added to 14,393 2,748 0.79% 0.7% 1041 +2,395 19.96% Q4 2025 Feb 17, 2026
GM Advisory Group, LLC History Added to 14,366 2,743 0.11% 0.09% 1042 +3,552 32.85% Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Added to 14,336 2,738 0.03% 0.03% 1043 +175 1.24% Q4 2025 Feb 10, 2026
LRI Investments, LLC History Reduced 14,333 2,737 0.22% 0.22% 1044 -173 -1.19% Q4 2025 Feb 04, 2026
Sterling Group Wealth Management, LLC History Reduced 14,302 2,731 1.32% 1.32% 1045 -5 -0.03% Q4 2025 Jan 27, 2026
SlateStone Wealth, LLC History Reduced 14,256 2,723 0.23% 0.24% 1046 -525 -3.55% Q4 2025 Feb 11, 2026
Midwest Capital Advisors, LLC History Added to 14,227 2,717 1.3% 1.28% 1047 +7 0.05% Q4 2025 Jan 29, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 14,201 2,712 0.35% 0.39% 1048 -678 -4.56% Q4 2025 Feb 04, 2026
McCartney Wealth Management LLC History New 14,182 2,708 2.34% 1049 +14,182 New Q4 2025 Feb 17, 2026
K2 Financial Inc. History Added to 13,846 2,707 2.09% 2.05% 1050 +29 0.21% Q4 2025 Jan 22, 2026
Forza Wealth Management, LLC History Added to 14,002 2,674 0.97% 1.0% 1052 +20 0.14% Q4 2025 Feb 02, 2026
Sageworth Trust Co of South Dakota History No change 14,003 2,674 2.18% 2.46% 1051 0 0.0% Q4 2025 Jan 30, 2026
Brindle & Bay Financial Advisors, LLC History New 13,996 2,673 1.78% 1053 +13,996 New Q4 2025 Jan 29, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 13,989 2,671 2.13% 1054 +13,989 New Q4 2025 Feb 12, 2026
XY Planning Network, Inc. History Added to 13,983 2,670 0.47% 0.35% 1055 +8,135 139.11% Q4 2025 Jan 26, 2026
MOR Wealth Management, LLC History New 13,973 2,668 1.22% 1056 +13,973 New Q4 2025 Jan 15, 2026
EVERPAR ADVISORS LLC History Added to 13,928 2,660 0.99% 0.28% 1057 +10,136 267.3% Q4 2025 Jan 07, 2026
ADE, LLC History Reduced 13,895 2,653 1.28% 1.32% 1058 -149 -1.06% Q4 2025 Feb 10, 2026
HARMONY ASSET MANAGEMENT LLC History Added to 13,828 2,640 0.89% 0.66% 1059 +3,559 34.66% Q4 2025 Feb 06, 2026
Shepherd Financial Partners LLC History Added to 13,803 2,636 0.24% 0.24% 1060 +13 0.09% Q4 2025 Feb 10, 2026
Global Trust Wealth Management LLC History New 13,798 2,635 1.95% 1061 +13,798 New Q4 2025 Jan 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 13,686 2,613 0.04% 0.04% 1062 -48 -0.35% Q4 2025 Feb 09, 2026
Rockbridge Investment Management, LCC History Reduced 13,674 2,611 0.24% 0.27% 1063 -1,059 -7.19% Q4 2025 Feb 04, 2026
Klingman & Associates, LLC History Added to 13,601 2,597 0.13% 0.06% 1064 +7,545 124.59% Q4 2025 Jan 29, 2026
Jaffetilchin Investment Partners, LLC History Added to 13,569 2,591 0.15% 0.14% 1065 +737 5.74% Q4 2025 Jan 15, 2026
Cypress Point Wealth Management, LLC History Reduced 13,557 2,589 0.57% 0.52% 1066 -229 -1.66% Q4 2025 Feb 02, 2026
Alta Wealth Advisors LLC History Added to 13,499 2,578 0.86% 0.86% 1067 +696 5.44% Q4 2025 Feb 03, 2026
SFAM, LLC History New 13,450 2,568 2.35% 1069 +13,450 New Q4 2025 Feb 12, 2026
CENTAURUS FINANCIAL, INC. History Reduced 13,445 2,568 0.12% 0.13% 1068 -1,060 -7.31% Q4 2025 Feb 13, 2026
Narus Financial Partners, LLC History Reduced 13,433 2,565 0.71% 0.84% 1070 -2,957 -18.04% Q4 2025 Feb 09, 2026
Hurlow Wealth Management Group, Inc. History Reduced 13,352 2,550 0.62% 0.66% 1071 -358 -2.61% Q4 2025 Feb 17, 2026
First Bancorp, Inc /ME/ History No change 13,330 2,545 1.35% 1.32% 1072 0 0.0% Q4 2025 Jan 26, 2026
Atlas Brown,Inc. History Added to 13,299 2,539 0.75% 0.73% 1073 +13 0.1% Q4 2025 Jan 09, 2026
MGB Wealth Management, LLC History Added to 13,247 2,531 0.72% 0.41% 1075 +5,546 72.02% Q4 2025 Feb 17, 2026
True Link Financial Advisors, LLC History Reduced 13,256 2,531 0.15% 0.16% 1074 -73 -0.55% Q4 2025 Jan 29, 2026
Integrity Advisory Solutions, LLC History Added to 13,244 2,529 0.36% 0.35% 1076 +1,351 11.36% Q4 2025 Feb 09, 2026
Cambria Investment Management, L.P. History Added to 13,241 2,528 0.15% 0.01% 1077 +12,055 1016.44% Q4 2025 Feb 17, 2026
Alpine Bank Wealth Management History No change 13,220 2,524 0.36% 0.35% 1078 0 0.0% Q4 2025 Jan 15, 2026
ST GERMAIN D J CO INC History Added to 13,157 2,512 0.1% 0.08% 1079 +1,943 17.33% Q4 2025 Jan 29, 2026
Asset Dedication, LLC History Reduced 13,129 2,507 0.16% 0.17% 1080 -530 -3.88% Q4 2025 Jan 26, 2026
WEBSTER BANK, N. A. History Reduced 13,115 2,504 0.23% 0.24% 1081 -85 -0.64% Q4 2025 Jan 23, 2026
TME FINANCIAL, INC. History Added to 13,076 2,497 1.75% 1.55% 1082 +1,990 17.95% Q4 2025 Jan 27, 2026
Arbor Investment Advisors, LLC History Added to 13,045 2,491 0.33% 0.25% 1083 +2,688 25.95% Q4 2025 Jan 23, 2026
Plancorp, LLC History Reduced 13,031 2,488 0.08% 0.08% 1084 -206 -1.56% Q4 2025 Feb 05, 2026
Ehrenkranz Partners L.P. History Added to 13,004 2,483 2.81% 2.13% 1085 +15 0.12% Q4 2025 Feb 17, 2026
Wise Wealth Partners History New 12,971 2,477 3.56% 1087 +12,971 New Q4 2025 Jan 29, 2026
Kestra Investment Management, LLC History Added to 12,974 2,477 0.06% 0.06% 1086 +417 3.32% Q4 2025 Feb 09, 2026
COOKSON PEIRCE & CO INC History Reduced 12,932 2,469 0.1% 0.1% 1088 -92 -0.71% Q4 2025 Feb 11, 2026
Freestone Capital Holdings, LLC History Added to 12,912 2,466 0.07% 0.07% 1089 +1,465 12.8% Q4 2025 Jan 23, 2026
Tradition Wealth Management, LLC History Reduced 12,877 2,459 0.18% 0.18% 1090 -55 -0.43% Q4 2025 Feb 11, 2026
SMITH, MOORE & CO. History Added to 12,873 2,458 0.19% 0.16% 1091 +1,345 11.67% Q4 2025 Jan 23, 2026
Keel Point, LLC History Reduced 12,875 2,458 0.15% 0.15% 1092 -143 -1.1% Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History Added to 12,866 2,457 0.02% 0.01% 1093 +3,265 34.01% Q4 2025 Feb 17, 2026
Balefire, LLC History Added to 12,836 2,451 0.48% 0.47% 1094 +337 2.7% Q4 2025 Jan 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 12,764 2,437 0.15% 0.16% 1096 +1,144 9.85% Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 12,764 2,437 0.11% 0.11% 1095 +353 2.84% Q4 2025 Feb 11, 2026
OPAL CAPITAL LLC History New 11,815 2,434 0.61% 1097 +11,815 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 12,668 2,419 0.33% 1098 +12,668 New Q4 2025 Feb 09, 2026
Next Level Private LLC History Added to 12,660 2,417 0.63% 0.68% 1099 +100 0.8% Q4 2025 Jan 07, 2026
Fermata Advisors, LLC History Reduced 12,636 2,413 0.58% 0.62% 1100 -417 -3.19% Q4 2025 Jan 08, 2026
Nalls Sherbakoff Group, LLC History Reduced 12,613 2,408 1.74% 1.86% 1101 -2,158 -14.61% Q4 2025 Mar 12, 2026
Beaird Harris Wealth Management, LLC History Reduced 12,519 2,391 0.16% 0.17% 1102 -144 -1.14% Q4 2025 Feb 23, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 12,518 2,390 1.18% 1.26% 1103 +185 1.5% Q4 2025 Jan 30, 2026
PRECEDENT WEALTH PARTNERS, LLC History New 12,479 2,383 0.5% 1104 +12,479 New Q4 2025 Jan 07, 2026
Asempa Wealth Advisors History New 12,421 2,372 2.04% 1106 +12,421 New Q4 2025 Jan 08, 2026
Probity Advisors, Inc. History Reduced 12,423 2,372 0.38% 0.39% 1105 -523 -4.04% Q4 2025 Jan 27, 2026
Edgestream Partners, L.P. History New 12,399 2,368 0.07% 1107 +12,399 New Q4 2025 Feb 13, 2026
Zinnia Wealth Advisory, LLC History New 12,391 2,366 2.56% 1108 +12,391 New Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Added to 12,321 2,353 0.4% 0.39% 1109 +47 0.38% Q4 2025 Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 12,271 2,344 0.03% 0.03% 1110 -13 -0.11% Q4 2025 Feb 10, 2026
One Day In July LLC History Added to 12,261 2,341 0.19% 0.19% 1111 +244 2.03% Q4 2025 Feb 04, 2026
WealthTrak Capital Management LLC History Added to 12,253 2,340 1.68% 1.74% 1112 +945 8.36% Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History Added to 12,114 2,313 0.1% 0.09% 1113 +880 7.83% Q4 2025 Jan 27, 2026
SteelPeak Wealth, LLC History Reduced 12,086 2,308 0.08% 0.12% 1114 -6,414 -34.67% Q4 2025 Jan 20, 2026
RTD Financial Advisors, Inc. History Reduced 12,070 2,305 0.28% 0.38% 1115 -4,744 -28.21% Q4 2025 Jan 27, 2026
Acorn Wealth Advisors, LLC History Reduced 12,039 2,299 0.68% 0.71% 1116 -91 -0.75% Q4 2025 Feb 10, 2026
FIDUCIARY TRUST CO History Reduced 12,008 2,293 0.03% 0.03% 1117 -56 -0.46% Q4 2025 Feb 13, 2026
American Institute for Advanced Investment Management, LLP History Reduced 12,006 2,292 1.47% 1.47% 1118 -46 -0.38% Q4 2025 Feb 04, 2026
Regal Investment Advisors LLC History Added to 11,835 2,260 0.14% 0.14% 1119 +145 1.24% Q4 2025 Feb 17, 2026
Golden State Equity Partners History Added to 11,793 2,252 0.36% 0.18% 1120 +5,960 102.18% Q4 2025 Jan 29, 2026
Signal Advisors Wealth, LLC History Added to 11,786 2,250 0.18% 0.18% 1121 +1,164 10.96% Q4 2025 Jan 13, 2026
Topsail Wealth Management, LLC History Reduced 11,739 2,241 0.33% 0.43% 1123 -1,778 -13.15% Q4 2025 Feb 04, 2026
PDS Planning, Inc History Added to 11,735 2,241 0.15% 0.15% 1122 +167 1.44% Q4 2025 Jan 26, 2026
Wick Capital Partners, LLC History Added to 11,812 2,239 0.4% 0.38% 1124 +3,308 38.9% Q4 2025 Mar 02, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 11,713 2,237 0.06% 0.07% 1125 -250 -2.09% Q4 2025 Feb 13, 2026
Balboa Wealth Partners History Reduced 11,703 2,235 0.37% 0.39% 1126 -549 -4.48% Q4 2025 Jan 16, 2026
Fjell Capital, LLC History Reduced 11,668 2,228 1.71% 1.94% 1127 -158 -1.34% Q4 2025 Jan 12, 2026
Intelligence Driven Advisers, LLC History Reduced 11,646 2,224 0.32% 0.38% 1128 -2,984 -20.4% Q4 2025 Jan 23, 2026
Integrated Wealth Management History New 11,637 2,222 2.5% 1130 +11,637 New Q4 2025 Mar 03, 2026
Procyon Advisors, LLC History Added to 11,635 2,222 0.11% 0.12% 1129 +793 7.31% Q4 2025 Jan 07, 2026
McMill Wealth Management History No change 11,618 2,218 0.62% 0.62% 1131 0 0.0% Q4 2025 Feb 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 11,610 2,217 0.37% 1132 +11,610 New Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History Added to 11,459 2,209 0.0% 0.0% 1133 +1,521 15.3% Q4 2025 Jan 15, 2026
Capital Squared Financial LLC History Added to 11,546 2,205 1.72% 1.8% 1134 +408 3.66% Q4 2025 Apr 17, 2026
MilWealth Group LLC History Added to 11,527 2,201 0.52% 0.5% 1135 +459 4.15% Q4 2025 Feb 02, 2026
Opus Financial Solutions LLC History New 11,523 2,200 2.08% 1136 +11,523 New Q4 2025 Feb 17, 2026
Center for Financial Planning, Inc. History No change 11,487 2,193 0.23% 0.23% 1137 0 0.0% Q4 2025 Feb 05, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Reduced 11,464 2,189 1.67% 1.7% 1138 -22 -0.19% Q4 2025 Feb 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 11,458 2,188 0.25% 0.25% 1139 -302 -2.57% Q4 2025 Jan 22, 2026
TFB Advisors LLC History Reduced 11,442 2,185 0.61% 0.64% 1140 -421 -3.55% Q4 2025 Feb 13, 2026
Choate Investment Advisors History Added to 11,429 2,182 0.04% 0.04% 1141 +259 2.32% Q4 2025 Feb 09, 2026
GREENLEAF TRUST History Added to 11,401 2,177 0.02% 0.02% 1142 +1,898 19.97% Q4 2025 Jan 21, 2026
PCM Encore, LLC History New 11,378 2,173 0.46% 1143 +11,378 New Q4 2025 Feb 13, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History Added to 11,357 2,169 1.7% 1.6% 1144 +468 4.3% Q4 2025 Jan 27, 2026
Larson Financial Group LLC History Added to 11,333 2,164 0.07% 0.07% 1145 +49 0.43% Q4 2025 Feb 06, 2026
Evergreen Wealth Management, LLC History Reduced 11,306 2,159 1.09% 1.16% 1146 -613 -5.14% Q4 2025 Feb 06, 2026
Sagace Wealth Management LLC History Added to 11,250 2,148 1.46% 1.39% 1147 +265 2.41% Q4 2025 Feb 02, 2026
Richmond Investment Services, LLC History Reduced 11,226 2,143 0.37% 0.4% 1148 -172 -1.51% Q4 2025 Feb 12, 2026
Everest Management Corp. History Reduced 11,218 2,142 1.19% 1.4% 1149 -596 -5.04% Q4 2025 Feb 02, 2026
Strive Financial Group ,LLC History New 11,200 2,139 1.06% 1150 +11,200 New Q4 2025 Feb 18, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History Reduced 11,180 2,135 1.16% 1.24% 1151 -548 -4.67% Q4 2025 Feb 02, 2026
OBSIDIAN CIO, LLC History Reduced 11,143 2,128 3.15% 4.36% 1153 -166,887 -93.74% Q4 2025 Feb 18, 2026
HANOVER ADVISORS INC History Reduced 11,142 2,128 0.83% 0.81% 1152 -43 -0.38% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 11,125 2,124 0.09% 0.08% 1154 +36 0.32% Q4 2025 Feb 09, 2026
SHUTTLEWORTH & Co History Added to 11,110 2,121 1.94% 1.5% 1155 +2,272 25.71% Q4 2025 Feb 13, 2026
Camarda Financial Advisors, LLC History Added to 11,096 2,119 0.81% 0.68% 1156 +1,173 11.82% Q4 2025 Feb 17, 2026
Apeiron RIA LLC History Reduced 11,083 2,116 0.43% 0.55% 1157 -1,911 -14.71% Q4 2025 Feb 03, 2026
Evansbrook LLC History New 11,020 2,104 1.41% 1158 +11,020 New Q4 2025 Feb 19, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 11,000 2,100 0.0% 0.01% 1159 -15,400 -58.33% Q4 2025 Feb 12, 2026
Gradient Capital Advisors, LLC History Reduced 10,993 2,099 0.54% 0.56% 1160 -132 -1.19% Q4 2025 Feb 06, 2026
AlTi Global, Inc. History Added to 10,974 2,095 0.04% 0.05% 1161 +354 3.33% Q4 2025 Feb 13, 2026
Stonehearth Capital Management, LLC History Reduced 10,940 2,089 0.77% 0.8% 1162 -114 -1.03% Q4 2025 Jan 13, 2026
DEUTSCHE BANK AG\ History Reduced 10,906 2,082 0.0% 0.0% 1163 -1,612 -12.88% Q4 2025 Feb 11, 2026
55 North Private Wealth, LLC History New 10,896 2,080 0.55% 1164 +10,896 New Q4 2025 Jan 27, 2026
RCS Financial Planning, LLC History Added to 10,889 2,079 0.9% 0.87% 1165 +418 3.99% Q4 2025 Jan 15, 2026
Verum Partners LLC History Reduced 10,874 2,076 0.42% 0.43% 1166 -64 -0.59% Q4 2025 Jan 14, 2026
NIXON PEABODY TRUST CO History Added to 10,865 2,075 0.16% 0.15% 1167 +180 1.68% Q4 2025 Feb 06, 2026
Greenspring Advisors, LLC History Added to 10,785 2,059 0.13% 0.05% 1168 +9,399 678.14% Q4 2025 Feb 10, 2026
Fortitude Advisory Group L.L.C. History Added to 10,777 2,058 0.87% 0.99% 1169 +940 9.56% Q4 2025 Feb 13, 2026
Bernardo Wealth Planning LLC History Reduced 10,753 2,053 0.39% 0.4% 1170 -56 -0.52% Q4 2025 Jan 26, 2026
Russell Investments Group, Ltd. History Reduced 10,714 2,046 0.0% 0.05% 1171 -222,097 -95.4% Q4 2025 Feb 17, 2026
Paragon Private Wealth Management, LLC History Reduced 10,711 2,045 0.63% 0.7% 1172 -791 -6.88% Q4 2025 Feb 11, 2026
rebel Financial LLC History New 10,707 2,044 0.87% 1173 +10,707 New Q4 2025 Mar 27, 2026
Cooke Wealth Management, LLC History New 10,320 2,040 1.78% 1174 +10,320 New Q4 2025 Jan 21, 2026
Confluence Wealth Services, Inc. History Added to 10,673 2,038 0.08% 0.1% 1175 +230 2.2% Q4 2025 Jan 28, 2026
Capital Asset Advisory Services LLC History Added to 10,344 2,030 0.08% 0.08% 1176 +713 7.4% Q4 2025 Jan 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 10,603 2,025 0.08% 0.08% 1177 +160 1.53% Q4 2025 Feb 09, 2026
Wiser Advisor Group LLC History Added to 10,607 2,025 2.32% 2.44% 1178 +63 0.6% Q4 2025 Feb 09, 2026
Blueprint Financial Advisors LLC History Reduced 10,557 2,016 0.31% 0.65% 1180 -5,560 -34.5% Q4 2025 Feb 13, 2026
Covenant Asset Management, LLC History Reduced 10,557 2,016 0.24% 0.23% 1179 -134 -1.25% Q4 2025 Jan 30, 2026
AVALON CAPITAL MANAGEMENT History New 10,541 2,013 0.48% 1182 +10,541 New Q4 2025 Feb 11, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 10,543 2,013 0.38% 0.27% 1181 +183 1.77% Q4 2025 Feb 02, 2026
Weaver Consulting Group History Added to 10,536 2,012 0.49% 0.23% 1183 +5,787 121.86% Q4 2025 Feb 10, 2026
WASHINGTON TRUST Co History Reduced 10,443 1,994 0.07% 0.07% 1184 -466 -4.27% Q4 2025 Feb 10, 2026
Parsonex Advisory Services, Inc. History Added to 10,409 1,988 1.27% 1.29% 1185 +228 2.24% Q4 2025 Feb 12, 2026
RCW Management, LLC History New 10,404 1,987 2.01% 1186 +10,404 New Q4 2025 Jan 30, 2026
Millington Financial Advisors, LLC History Added to 9,600 1,981 0.88% 0.85% 1187 +151 1.6% Q4 2025 Feb 09, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 10,319 1,970 0.38% 0.41% 1188 -1,557 -13.11% Q4 2025 Feb 09, 2026
McClarren Financial Advisors, Inc. History Reduced 6,735 1,968 1.17% 1.22% 1189 -3,648 -35.13% Q4 2025 Jan 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 10,297 1,966 0.12% 0.11% 1190 +935 9.99% Q4 2025 Jan 23, 2026
McKinley Carter Wealth Services, Inc. History Added to 10,292 1,965 0.11% 0.1% 1191 +234 2.33% Q4 2025 Feb 06, 2026
BLODGETT WEALTH ADVISORS, LLC History Added to 10,293 1,965 1.37% 0.03% 1192 +135 1.33% Q4 2025 Jan 29, 2026
Jackson Hole Capital Partners, LLC History No change 10,263 1,960 0.34% 0.33% 1193 0 0.0% Q4 2025 Jan 30, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 10,257 1,958 0.01% 0.0% 1194 +6,406 166.35% Q4 2025 Feb 12, 2026
Circle Wealth Management, LLC History No change 10,101 1,929 0.03% 0.04% 1195 0 0.0% Q4 2025 Feb 13, 2026
Sollinda Capital Management LLC History New 10,096 1,928 0.49% 1196 +10,096 New Q4 2025 Jan 15, 2026
THEORY FINANCIAL LLC History Reduced 9,630 1,909 0.64% 0.79% 1197 -2,341 -19.56% Q4 2025 Feb 10, 2026
Pekin Hardy Strauss, Inc. History Added to 9,995 1,908 0.18% 0.15% 1198 +1,850 22.71% Q4 2025 Jan 30, 2026
Crews Bank & Trust History Added to 9,972 1,904 0.27% 0.26% 1199 +460 4.84% Q4 2025 Jan 21, 2026
Alpha Cubed Investments, LLC History Reduced 9,954 1,901 0.07% 0.07% 1200 -176 -1.74% Q4 2025 Feb 03, 2026
North Ridge Wealth Advisors, Inc. History No change 9,933 1,897 1.06% 1.06% 1201 0 0.0% Q4 2025 Feb 13, 2026
Truepoint, Inc. History Reduced 9,926 1,895 0.04% 0.04% 1202 -57 -0.57% Q4 2025 Feb 11, 2026
DMKC Advisory Services, LLC History No change 9,907 1,892 0.83% 0.94% 1203 0 0.0% Q4 2025 Jan 30, 2026
Tillman Hartley LLC History Added to 9,898 1,890 0.47% 0.47% 1204 +236 2.44% Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History Reduced 9,867 1,884 0.2% 0.2% 1205 -280 -2.76% Q4 2025 Jan 27, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 9,843 1,880 0.34% 0.36% 1206 -318 -3.13% Q4 2025 Jan 14, 2026
Lifeworks Advisors, LLC History Reduced 9,842 1,879 0.24% 0.27% 1207 -1,067 -9.78% Q4 2025 Feb 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 9,832 1,877 0.02% 0.02% 1208 +1,898 23.92% Q4 2025 Feb 10, 2026
Atlas Legacy Advisors, LLC History Added to 9,831 1,877 0.33% 0.33% 1209 +626 6.8% Q4 2025 Jan 29, 2026
Seek First Inc. History Reduced 9,755 1,863 1.28% 1.32% 1210 -125 -1.27% Q4 2025 Jan 30, 2026
Investors Portfolio Services LLC History New 9,751 1,862 1.68% 1211 +9,751 New Q4 2025 Feb 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 9,692 1,850 0.04% 0.05% 1212 -501 -4.92% Q4 2025 Feb 03, 2026
Rollins Financial Advisors, LLC History Reduced 9,618 1,836 0.27% 0.28% 1213 -289 -2.92% Q4 2025 Feb 04, 2026
Key FInancial Inc History Added to 9,605 1,834 0.33% 0.32% 1214 +239 2.55% Q4 2025 Feb 09, 2026
EHRLICH FINANCIAL GROUP History Reduced 9,604 1,834 1.04% 1.09% 1215 -219 -2.23% Q4 2025 Jan 06, 2026
Integrated Advisors Network LLC History Added to 9,601 1,833 0.08% 0.07% 1216 +110 1.16% Q4 2025 Feb 17, 2026
BOS Asset Management, LLC History Added to 9,595 1,832 0.49% 0.5% 1217 +11 0.11% Q4 2025 Jan 09, 2026
Salus Financial Advisors, LLC History No change 9,593 1,832 1.1% 1.1% 1218 0 0.0% Q4 2025 Jan 21, 2026
Bison Wealth, LLC History New 9,415 1,831 0.21% 1219 +9,415 New Q4 2025 Mar 24, 2026
TRITONPOINT WEALTH, LLC History Reduced 9,487 1,811 0.18% 0.22% 1220 -4,297 -31.17% Q4 2025 Jan 20, 2026
Accurate Wealth Management, LLC History Added to 9,193 1,809 0.23% 0.23% 1221 +31 0.34% Q4 2025 Jan 14, 2026
Disciplined Investors, L.L.C. History Added to 9,458 1,806 1.18% 1.24% 1222 +147 1.58% Q4 2025 Feb 10, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 9,153 1,799 0.08% 0.09% 1223 +850 10.24% Q4 2025 Feb 03, 2026
SCOTIA CAPITAL INC. History Added to 9,419 1,798 0.01% 0.01% 1224 +370 4.09% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Added to 9,402 1,795 0.05% 0.05% 1225 +736 8.49% Q4 2025 Feb 13, 2026
Bay Capital Advisors, LLC History Reduced 9,380 1,791 1.09% 1.14% 1226 -20 -0.21% Q4 2025 Jan 16, 2026
Camelot Portfolios, LLC History Reduced 9,356 1,786 1.09% 1.28% 1227 -2,292 -19.68% Q4 2025 Jan 29, 2026
Stokes Family Office, LLC History New 9,318 1,779 0.16% 1228 +9,318 New Q4 2025 Feb 18, 2026
Montecito Bank & Trust History Added to 9,286 1,773 0.28% 0.22% 1229 +1,600 20.82% Q4 2025 Jan 09, 2026
Squire Investment Management Company, LLC History Added to 9,237 1,764 0.53% 0.52% 1230 +664 7.75% Q4 2025 Jan 22, 2026
RiverFront Investment Group, LLC History Reduced 9,236 1,763 0.03% 0.03% 1231 -138 -1.47% Q4 2025 Feb 05, 2026
Badgley Phelps Wealth Managers, LLC History Added to 9,212 1,759 0.03% 0.03% 1232 +2,060 28.8% Q4 2025 Jan 28, 2026
Summit Financial Strategies, Inc. History Added to 9,206 1,758 0.14% 0.13% 1233 +846 10.12% Q4 2025 Jan 27, 2026
Haverford Trust Co History Reduced 9,203 1,757 0.02% 0.02% 1234 -531 -5.46% Q4 2025 Feb 13, 2026
PLANNING DIRECTIONS INC History Added to 9,177 1,752 0.88% 0.87% 1235 +215 2.4% Q4 2025 Jan 21, 2026
CAMBIAR INVESTORS LLC History Added to 9,150 1,747 0.08% 0.03% 1236 +5,911 182.49% Q4 2025 Jan 23, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Added to 9,125 1,742 0.1% 0.09% 1237 +45 0.5% Q4 2025 Jan 22, 2026
FIRST TRUST ADVISORS LP History Reduced 9,113 1,740 0.0% 0.0% 1238 -281 -2.99% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History Reduced 9,079 1,733 0.28% 0.29% 1239 -181 -1.95% Q4 2025 Jan 20, 2026
Hegarty Advisors, LLC History New 9,069 1,732 1.5% 1241 +9,069 New Q4 2025 Jan 29, 2026
Sandy Cove Advisors, LLC History Reduced 9,069 1,732 0.51% 0.55% 1240 -132 -1.43% Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 8,986 1,716 0.05% 0.06% 1242 -1,236 -12.09% Q4 2025 Jan 12, 2026
CDKV HOLDINGS LLC History New 8,926 1,704 1.43% 1243 +8,926 New Q4 2025 Feb 17, 2026
Canvas Wealth Advisors, LLC History Reduced 8,900 1,699 0.29% 0.42% 1244 -3,424 -27.78% Q4 2025 Jan 12, 2026
4Thought Financial Group Inc. History Added to 8,891 1,698 0.84% 0.29% 1246 +5,853 192.66% Q4 2025 Jan 29, 2026
Sonoma Private Wealth LLC History Added to 8,891 1,698 2.05% 1.89% 1247 +415 4.9% Q4 2025 Feb 17, 2026
Iowa State Bank History No change 8,891 1,698 0.32% 0.32% 1245 0 0.0% Q4 2025 Jan 06, 2026
American Trust History Reduced 8,879 1,695 0.14% 0.53% 1248 -25,031 -73.82% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 8,835 1,687 0.0% 0.0% 1249 +649 7.93% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 8,766 1,674 0.11% 0.13% 1250 -13 -0.15% Q4 2025 Feb 03, 2026
Fisher Asset Management, LLC History Added to 8,764 1,673 0.0% 0.0% 1251 +650 8.01% Q4 2025 Feb 09, 2026
WORLD EQUITY GROUP, INC. History Added to 8,748 1,670 0.47% 0.33% 1252 +1,060 13.79% Q4 2025 Jan 12, 2026
DAVIS R M INC History Added to 8,744 1,670 0.03% 0.03% 1253 +385 4.61% Q4 2025 Feb 12, 2026
Caldwell Trust Co History No change 8,744 1,670 0.15% 0.15% 1254 0 0.0% Q4 2025 Jan 30, 2026
Pinnacle Financial Group, LLC / IL History Added to 8,743 1,669 0.48% 0.42% 1257 +1,342 18.13% Q4 2025 Feb 05, 2026
CRA Financial Services, LLC History Reduced 8,739 1,669 0.22% 0.23% 1255 -209 -2.34% Q4 2025 Jan 16, 2026
SBI Securities Co., Ltd. History Reduced 8,740 1,669 0.04% 0.04% 1256 -55 -0.63% Q4 2025 Feb 03, 2026
RETIREMENT GUYS FORMULA LLC History Added to 8,973 1,657 0.76% 0.49% 1258 +1,225 15.81% Q4 2025 Jan 23, 2026
Bridgewater Advisors Inc. History Reduced 8,339 1,655 0.11% 0.11% 1259 -85 -1.01% Q4 2025 Jan 23, 2026
Astra Wealth Partners LLC History Reduced 8,621 1,646 0.97% 1.09% 1260 -142 -1.62% Q4 2025 Feb 02, 2026
Fiduciary Alliance LLC History Added to 8,584 1,639 0.11% 0.09% 1261 +1,421 19.84% Q4 2025 Jan 22, 2026
Keystone Wealth Services, LLC History Reduced 8,530 1,629 0.34% 0.36% 1262 -446 -4.97% Q4 2025 Jan 26, 2026
Soltis Investment Advisors LLC History Reduced 8,516 1,626 0.11% 0.11% 1263 -368 -4.14% Q4 2025 Apr 02, 2026
Curated Wealth Partners LLC History Added to 8,512 1,625 0.18% 0.19% 1264 +4 0.05% Q4 2025 Jan 12, 2026
Destiny Wealth Partners, LLC History Reduced 8,183 1,622 0.19% 0.19% 1265 -260 -3.08% Q4 2025 Feb 03, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 8,470 1,617 0.06% 0.05% 1266 -1 -0.01% Q4 2025 Feb 13, 2026
Legacy Capital Wealth Partners, LLC History Added to 8,429 1,609 0.35% 0.34% 1267 +7 0.08% Q4 2025 Jan 16, 2026
Summit Financial Wealth Advisors, LLC History Added to 8,409 1,606 0.23% 0.24% 1268 +291 3.58% Q4 2025 Jan 27, 2026
Guardian Asset Advisors, LLC History Added to 8,410 1,606 0.84% 0.82% 1269 +257 3.15% Q4 2025 Jan 29, 2026
Wingate Wealth Advisors, Inc. History Reduced 8,401 1,604 0.89% 1.09% 1270 -42 -0.5% Q4 2025 Jan 28, 2026
FLYWHEEL PRIVATE WEALTH LLC History Added to 8,394 1,603 1.0% 1.22% 1271 +12 0.14% Q4 2025 Jan 14, 2026
Orcam Financial Group History Reduced 8,384 1,601 1.2% 1.27% 1272 -51 -0.6% Q4 2025 Feb 06, 2026
WESBANCO BANK INC History Added to 8,363 1,597 0.04% 0.04% 1273 +891 11.92% Q4 2025 Feb 03, 2026
Michels Family Financial, LLC History Added to 8,356 1,595 1.17% 1.18% 1274 +195 2.39% Q4 2025 Feb 19, 2026
MidAtlantic Capital Management, Inc. History Added to 8,296 1,584 1.01% 1.02% 1275 +261 3.25% Q4 2025 Feb 10, 2026
Wolff Financial Management LLC History Added to 8,289 1,583 0.36% 0.35% 1276 +120 1.47% Q4 2025 Feb 06, 2026
CALTON & ASSOCIATES, INC. History Reduced 8,258 1,577 0.23% 0.25% 1277 -617 -6.95% Q4 2025 Feb 10, 2026
Charis Legacy Partners, LLC History Reduced 8,252 1,576 2.33% 2.71% 1278 -1,493 -15.32% Q4 2025 Jan 08, 2026
Capital Advisors Wealth Management, LLC History Reduced 8,248 1,575 0.21% 0.22% 1279 -25 -0.3% Q4 2025 Jan 21, 2026
RS CRUM INC. History Reduced 8,200 1,566 0.31% 0.34% 1280 -100 -1.2% Q4 2025 Feb 17, 2026
Embree Financial Group History Reduced 8,195 1,565 0.19% 0.21% 1281 -376 -4.39% Q4 2025 Jan 14, 2026
TRUST CO OF VERMONT History Added to 8,152 1,556 0.06% 0.06% 1282 +290 3.69% Q4 2025 Jan 16, 2026
GTS SECURITIES LLC History Reduced 8,127 1,552 0.05% 0.07% 1283 -2,103 -20.56% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History Reduced 8,118 1,550 0.21% 0.21% 1284 -79 -0.96% Q4 2025 Feb 12, 2026
BBR PARTNERS, LLC History No change 8,092 1,545 0.08% 0.09% 1285 0 0.0% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History Added to 8,082 1,543 0.17% 0.17% 1286 +82 1.03% Q4 2025 Jan 15, 2026
Hopwood Financial Services, Inc. History Added to 8,056 1,538 1.08% 1.0% 1287 +37 0.46% Q4 2025 Jan 16, 2026
MASECO LLP History New 8,047 1,537 0.07% 1289 +8,047 New Q4 2025 Jan 22, 2026
New England Private Wealth Advisors LLC History Reduced 8,052 1,537 0.19% 0.2% 1288 -354 -4.21% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Added to 7,968 1,532 0.15% 0.16% 1290 +41 0.52% Q4 2025 Feb 17, 2026
Woodside Wealth Management LLC History Reduced 7,981 1,524 1.14% 1.17% 1291 -5 -0.06% Q4 2025 Jan 30, 2026
Taylor Hoffman Capital Management LLC History Added to 7,976 1,523 0.46% 0.47% 1292 +3 0.04% Q4 2025 Feb 11, 2026
ADVOCATE GROUP LLC History No change 7,948 1,517 0.25% 0.24% 1293 0 0.0% Q4 2025 Jan 20, 2026
Ally Invest Advisors Inc. History Added to 7,932 1,514 0.1% 0.1% 1294 +566 7.68% Q4 2025 Feb 13, 2026
Synergy Investment Management, LLC History Reduced 7,932 1,514 0.54% 0.59% 1295 -345 -4.17% Q4 2025 Feb 06, 2026
Tennessee Valley Asset Management Partners History Added to 7,890 1,506 0.2% 0.19% 1296 +222 2.9% Q4 2025 Feb 05, 2026
Galvin, Gaustad & Stein, LLC History Added to 7,870 1,503 0.12% 0.11% 1297 +881 12.61% Q4 2025 Jan 23, 2026
Summit Investment Advisory Services, LLC History Added to 7,857 1,500 0.57% 0.58% 1298 +23 0.29% Q4 2025 Feb 04, 2026
KEB ASSET MANAGEMENT, LLC History Reduced 7,814 1,492 0.3% 0.35% 1299 -559 -6.68% Q4 2025 Jan 09, 2026
PGIM Custom Harvest LLC History Reduced 7,797 1,489 0.02% 0.02% 1300 -91 -1.15% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History Reduced 7,792 1,488 0.12% 0.12% 1301 -21 -0.27% Q4 2025 Feb 13, 2026
RDA Financial Network History Added to 7,787 1,487 0.36% 0.35% 1302 +240 3.18% Q4 2025 Jan 06, 2026
Daybright Advisory Services, Inc. History New 7,784 1,486 0.4% 1303 +7,784 New Q4 2025 Feb 12, 2026
WEALTH ALLIANCE, LLC History Added to 7,772 1,484 0.15% 0.14% 1304 +314 4.21% Q4 2025 Feb 13, 2026
Helium Advisors LLC History Reduced 7,753 1,480 1.5% 1.22% 1305 -92 -1.17% Q4 2025 Feb 12, 2026
Graney & King, LLC History No change 7,679 1,466 0.86% 0.99% 1306 0 0.0% Q4 2025 Feb 13, 2026
Index Fund Advisors, Inc. History Reduced 7,667 1,464 0.07% 0.07% 1307 -15 -0.2% Q4 2025 Jan 29, 2026
Capital Management Associates, Inc History Added to 7,650 1,461 0.32% 0.38% 1308 +20 0.26% Q4 2025 Jan 21, 2026
Pine Harbor Wealth Management, LLC History Reduced 7,632 1,457 0.45% 0.47% 1309 -305 -3.84% Q4 2025 Jan 20, 2026
CFS Investment Advisory Services, LLC History Added to 7,613 1,454 0.11% 0.11% 1310 +73 0.97% Q4 2025 Feb 10, 2026
Asset One Wealth Management LLC History New 7,209 1,452 0.2% 1312 +7,209 New Q4 2025 Feb 17, 2026
Allied Investment Advisors, LLC History Reduced 7,606 1,452 0.22% 0.25% 1311 -682 -8.23% Q4 2025 Feb 09, 2026
Clearwave Capital, LLC History New 7,561 1,444 1.07% 1313 +7,561 New Q4 2025 Mar 02, 2026
BAKER BOYER NATIONAL BANK History Added to 7,547 1,441 0.44% 0.46% 1314 +186 2.53% Q4 2025 Feb 03, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 7,530 1,438 0.08% 0.08% 1315 -120 -1.57% Q4 2025 Jan 09, 2026
Financial Perspectives, Inc History Added to 7,467 1,426 0.38% 0.35% 1316 +705 10.43% Q4 2025 Jan 28, 2026
Fortis Capital Advisors, LLC History Added to 7,433 1,419 0.21% 0.21% 1317 +353 4.99% Q4 2025 Jan 27, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 7,427 1,418 0.18% 0.18% 1318 +218 3.02% Q4 2025 Jan 15, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 7,388 1,411 0.2% 0.19% 1319 +170 2.36% Q4 2025 Jan 14, 2026
Lynch Investment Planning, LLC History New 7,359 1,405 1.35% 1320 +7,359 New Q4 2025 Feb 24, 2026
Intrua Financial, LLC History Added to 7,355 1,404 0.15% 0.11% 1321 +2,160 41.58% Q4 2025 Feb 05, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 7,336 1,401 0.0% 0.0% 1322 +4,629 171.0% Q4 2025 Jan 22, 2026
Ted Buchan & Co History Reduced 7,330 1,400 0.51% 0.6% 1323 -832 -10.19% Q4 2025 Feb 11, 2026
BLVD Private Wealth, LLC History Added to 7,315 1,397 1.22% 1.01% 1324 +981 15.49% Q4 2025 Jan 27, 2026
Founders Financial Alliance, LLC History Reduced 7,275 1,389 0.26% 0.27% 1325 -393 -5.13% Q4 2025 Feb 12, 2026
MTM Investment Management, LLC History Reduced 7,239 1,382 0.44% 0.43% 1326 -72 -0.98% Q4 2025 Feb 09, 2026
Freedom Financial Partners LLC History Added to 7,220 1,378 0.5% 0.51% 1327 +34 0.47% Q4 2025 Jan 06, 2026
Mission Creek Capital Partners, Inc. History Added to 7,210 1,376 0.28% 0.25% 1328 +323 4.69% Q4 2025 Feb 12, 2026
Ballast Rock Private Wealth LLC History New 7,183 1,371 0.86% 1329 +7,183 New Q4 2025 Feb 04, 2026
Marks Group Wealth Management, Inc History No change 7,172 1,369 0.13% 0.12% 1330 0 0.0% Q4 2025 Feb 11, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 7,261 1,367 0.09% 0.07% 1331 +1,657 29.57% Q4 2025 Feb 05, 2026
Capital World Investors History Added to 7,094 1,364 0.0% 0.0% 1332 +3,076 76.56% Q4 2025 Feb 11, 2026
Hoxton Planning & Management, LLC History Reduced 7,142 1,363 0.41% 0.43% 1333 -56 -0.78% Q4 2025 Feb 11, 2026
Amplius Wealth Advisors, LLC History Added to 7,135 1,362 0.11% 0.11% 1334 +111 1.58% Q4 2025 Jan 12, 2026
Journey Advisory Group, LLC History Reduced 7,128 1,361 0.11% 0.1% 1335 -393 -5.23% Q4 2025 Jan 27, 2026
Walkner Condon Financial Advisors LLC History Added to 7,110 1,357 0.19% 0.21% 1336 +64 0.91% Q4 2025 Jan 21, 2026
Wealth Enhancement Trust Services, Inc. History New 7,105 1,356 0.17% 1337 +7,105 New Q4 2025 Jan 27, 2026
Colorado Capital Management, Inc. History Reduced 7,084 1,353 0.51% 0.61% 1338 -1,347 -15.98% Q4 2025 Jan 23, 2026
Obermeyer Wealth Partners History Reduced 7,048 1,346 0.06% 0.06% 1339 -243 -3.33% Q4 2025 Jan 29, 2026
InTrack Investment Management Inc History Added to 7,050 1,346 0.75% 0.78% 1340 +36 0.51% Q4 2025 Jan 14, 2026
Rockwood Wealth Management, LLC History Added to 7,042 1,344 0.1% 0.09% 1341 +1,099 18.49% Q4 2025 Jan 29, 2026
Alteri Wealth LLC History Added to 7,027 1,342 0.43% 0.32% 1342 +2,096 42.51% Q4 2025 Feb 11, 2026
Evolution Wealth Advisors, LLC History No change 7,010 1,338 0.13% 0.18% 1343 0 0.0% Q4 2025 Jan 12, 2026
Midwest Financial Group LLC History Added to 6,986 1,334 0.59% 0.46% 1344 +1,759 33.65% Q4 2025 Jan 20, 2026
FOSTER & MOTLEY INC History Added to 6,981 1,333 0.07% 0.07% 1345 +201 2.96% Q4 2025 Jan 15, 2026
Gladwyn Financial Advisors, Inc. History Added to 6,943 1,325 0.93% 0.92% 1346 +63 0.92% Q4 2025 Jan 08, 2026
Ponta Wealth Partners, LLC History New 6,936 1,324 1.23% 1349 +6,936 New Q4 2025 Feb 03, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 6,934 1,324 0.61% 0.63% 1347 +245 3.66% Q4 2025 Feb 17, 2026
Geometric Wealth Advisors History Reduced 6,934 1,324 0.17% 0.17% 1348 -59 -0.84% Q4 2025 Feb 06, 2026
Essex LLC History Added to 6,926 1,322 0.23% 0.23% 1350 +65 0.95% Q4 2025 Jan 20, 2026
Aegis Wealth Management LLC History Reduced 6,902 1,318 0.75% 1.97% 1351 -12,818 -65.0% Q4 2025 Jan 14, 2026
Forum Financial Management, LP History Reduced 6,900 1,317 0.02% 0.02% 1352 -1,028 -12.97% Q4 2025 Jan 27, 2026
Fairman Group, LLC History Added to 6,897 1,317 1.05% 1.03% 1353 +69 1.01% Q4 2025 Feb 13, 2026
Legacy Advisors, LLC History Added to 6,874 1,312 0.14% 0.15% 1354 +461 7.19% Q4 2025 Jan 27, 2026
BURNS J W & CO INC/NY History Reduced 6,859 1,310 0.15% 0.15% 1355 -363 -5.03% Q4 2025 Jan 12, 2026
TRUE Private Wealth Advisors History Added to 6,860 1,310 0.13% 0.13% 1356 +94 1.39% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 6,849 1,308 0.0% 1357 +6,849 New Q4 2025 Feb 17, 2026
Austin Wealth Management, LLC History Added to 6,659 1,302 0.19% 0.07% 1358 +4,318 184.45% Q4 2025 Jan 26, 2026
Vawter Financial, Ltd. History Added to 6,808 1,300 0.55% 0.58% 1359 +11 0.16% Q4 2025 Feb 02, 2026
KLCM Advisors, Inc. History New 6,797 1,298 0.11% 1360 +6,797 New Q4 2025 Feb 04, 2026
COMPASS CAPITAL MANAGEMENT, INC History Added to 6,777 1,294 0.07% 0.05% 1361 +1,699 33.46% Q4 2025 Feb 12, 2026
Purkiss Capital Advisors LLC History Reduced 6,778 1,294 0.61% 0.62% 1362 -194 -2.78% Q4 2025 Feb 04, 2026
Equity Wealth Partners, LLC History Reduced 6,734 1,286 0.83% 1.19% 1364 -1,101 -14.05% Q4 2025 Jan 26, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 6,246 1,286 0.49% 0.55% 1363 -511 -7.56% Q4 2025 Feb 12, 2026
Capital International Investors History Added to 6,679 1,284 0.0% 0.0% 1365 +3,183 91.05% Q4 2025 Feb 11, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 6,727 1,284 0.09% 0.1% 1366 -12 -0.18% Q4 2025 Feb 09, 2026
Wells Financial Advisors INC History Reduced 6,715 1,282 2.44% 2.9% 1368 -4,891 -42.14% Q4 2025 Feb 02, 2026
ROBERTS GLORE & CO INC /IL/ History No change 6,717 1,282 0.34% 0.34% 1367 0 0.0% Q4 2025 Feb 05, 2026
Capstone Wealth Management Group LLC History Added to 6,699 1,279 0.77% 0.78% 1369 +166 2.54% Q4 2025 Jan 09, 2026
WP Advisors, LLC History Added to 6,659 1,271 0.32% 0.3% 1370 +248 3.87% Q4 2025 Jan 28, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 6,637 1,267 0.22% 0.07% 1371 +4,472 206.56% Q4 2025 Jan 26, 2026
Aspen Capital Management, LLC History Reduced 6,620 1,264 0.31% 0.32% 1372 -58 -0.87% Q4 2025 Jan 29, 2026
Level Wealth Management LLC History Added to 6,560 1,252 0.64% 0.18% 1373 +4,697 252.12% Q4 2025 Feb 02, 2026
Operose Advisors LLC History Added to 6,552 1,251 0.29% 0.3% 1374 +12 0.18% Q4 2025 Feb 10, 2026
Selective Wealth Management, Inc. History Added to 6,278 1,245 0.39% 0.38% 1375 +9 0.14% Q4 2025 Jan 16, 2026
Platform Technology Partners History Added to 6,517 1,244 0.26% 0.29% 1376 +16 0.25% Q4 2025 Feb 13, 2026
GuidedMoney, LLC History New 6,511 1,243 0.66% 1377 +6,511 New Q4 2025 Feb 23, 2026
Cohen Investment Advisors LLC History Added to 6,507 1,242 0.57% 0.56% 1378 +279 4.48% Q4 2025 Jan 15, 2026
Wealthcare Capital Partners, LLC History Added to 6,489 1,239 0.58% 0.52% 1380 +452 7.49% Q4 2025 Jan 14, 2026
Global Financial Private Client, LLC History Reduced 6,492 1,239 0.43% 0.44% 1379 -121 -1.83% Q4 2025 Jan 27, 2026
Evernest Financial Advisors, LLC History Added to 6,013 1,238 0.26% 0.31% 1381 +86 1.45% Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History Added to 6,481 1,237 0.11% 0.12% 1382 +47 0.73% Q4 2025 Jan 30, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 6,473 1,236 0.35% 0.38% 1383 -54 -0.83% Q4 2025 Feb 11, 2026
Pinnacle Bancorp, Inc. History Reduced 6,467 1,235 0.36% 0.36% 1384 -152 -2.3% Q4 2025 Jan 22, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 6,460 1,233 0.18% 0.16% 1385 +805 14.24% Q4 2025 Feb 05, 2026
WIMMER ASSOCIATES 1, LLC History Added to 6,381 1,218 0.57% 0.57% 1386 +75 1.19% Q4 2025 Feb 13, 2026
Wealth Management Partners, LLC History Reduced 6,364 1,215 0.35% 0.39% 1387 -275 -4.14% Q4 2025 Jan 12, 2026
PECAUT & CO. History Added to 6,355 1,213 0.39% 0.38% 1388 +83 1.32% Q4 2025 Feb 10, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 6,338 1,210 0.03% 0.02% 1389 +184 2.99% Q4 2025 Feb 12, 2026
Ardent Capital Management, Inc. History No change 6,315 1,206 0.48% 0.5% 1390 0 0.0% Q4 2025 Feb 12, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 6,293 1,201 1.41% 1.4% 1391 0 0.0% Q4 2025 Feb 11, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 6,241 1,191 0.44% 0.92% 1392 -7,081 -53.15% Q4 2025 Jan 21, 2026
CVA Family Office, LLC History Reduced 6,225 1,188 0.14% 0.15% 1393 -107 -1.69% Q4 2025 Jan 12, 2026
GERBER, LLC History Added to 6,193 1,182 0.66% 0.67% 1394 +431 7.48% Q4 2025 Jan 21, 2026
Baring Financial LLC History Added to 6,186 1,181 0.72% 0.75% 1395 +273 4.62% Q4 2025 Jan 07, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 6,178 1,179 0.01% 0.01% 1397 -1,349 -17.92% Q4 2025 Feb 13, 2026
Smithfield Trust Co History Reduced 6,198 1,179 0.05% 0.05% 1396 -130 -2.05% Q4 2025 Feb 09, 2026
Rathbones Group PLC History Added to 6,163 1,177 0.0% 0.0% 1398 +118 1.95% Q4 2025 Feb 06, 2026
Crescent Grove Advisors, LLC History Added to 6,152 1,174 0.11% 0.11% 1399 +3 0.05% Q4 2025 Feb 11, 2026
Advisor OS, LLC History Added to 6,135 1,171 0.09% 0.09% 1400 +564 10.12% Q4 2025 Feb 04, 2026
CORDA Investment Management, LLC. History Reduced 6,092 1,163 0.08% 0.08% 1401 -319 -4.98% Q4 2025 Feb 03, 2026
Mraz, Amerine & Associates, Inc. History Reduced 6,088 1,162 0.17% 0.18% 1402 -195 -3.1% Q4 2025 Feb 06, 2026
Magnolia Private Wealth, LLC History Reduced 6,061 1,157 0.81% 0.85% 1403 -167 -2.68% Q4 2025 Feb 06, 2026
National Wealth Management Group, LLC History Added to 6,043 1,154 0.4% 0.19% 1404 +3,363 125.49% Q4 2025 Jan 12, 2026
AMG National Trust Bank History Reduced 6,022 1,150 0.03% 0.03% 1405 -57 -0.94% Q4 2025 Jan 30, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 5,781 1,149 0.3% 0.32% 1406 -563 -8.87% Q4 2025 Jan 26, 2026
Breakwater Investment Management History Added to 6,013 1,148 0.42% 0.35% 1407 +883 17.21% Q4 2025 Feb 02, 2026
GeoWealth Management, LLC History Reduced 6,001 1,146 0.04% 0.05% 1408 -1,237 -17.09% Q4 2025 Feb 17, 2026
Asset Advisory Group, Inc. History New 5,994 1,145 0.57% 1410 +5,994 New Q4 2025 Feb 12, 2026
Fort Sheridan Advisors LLC History Added to 5,997 1,145 0.15% 0.14% 1409 +91 1.54% Q4 2025 Feb 10, 2026
BRAVE ASSET MANAGEMENT INC History Added to 5,994 1,144 0.27% 0.27% 1411 +81 1.37% Q4 2025 Jan 08, 2026
Unconventional Investor, LLC History Added to 5,984 1,142 0.54% 0.55% 1412 +61 1.03% Q4 2025 Feb 05, 2026
Cannon Financial Strategists, Inc. History Added to 5,963 1,138 0.16% 0.16% 1413 +124 2.12% Q4 2025 Feb 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 5,956 1,137 0.11% 0.11% 1414 +280 4.93% Q4 2025 Jan 20, 2026
Transamerica Financial Advisors, LLC History Added to 5,950 1,136 0.09% 0.06% 1415 +1,908 47.2% Q4 2025 Feb 13, 2026
Checchi Capital Advisers, LLC History Added to 5,942 1,134 0.06% 0.06% 1416 +5 0.08% Q4 2025 Jan 27, 2026
KG&L Capital Management,LLC History Added to 5,909 1,128 0.28% 0.26% 1417 +634 12.02% Q4 2025 Jan 23, 2026
DARA CAPITAL US, INC. History New 5,905 1,127 1.0% 1418 +5,905 New Q4 2025 Jan 23, 2026
Rather & Kittrell, Inc. History No change 5,893 1,125 0.18% 0.19% 1419 0 0.0% Q4 2025 Jan 28, 2026
Aspen Wealth Management LLC History No change 5,890 1,125 0.24% 0.24% 1420 0 0.0% Q4 2025 Jan 05, 2026
Keener Financial Planning LLC History Added to 5,881 1,123 0.49% 0.5% 1421 +69 1.19% Q4 2025 Jan 23, 2026
Elevated Financial Group LLC History New 5,852 1,117 0.39% 1422 +5,852 New Q4 2025 Jan 29, 2026
Englebert Financial Advisers, LLC History New 5,833 1,114 1.27% 1423 +5,833 New Q4 2025 Feb 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 5,831 1,113 0.01% 0.01% 1424 +4 0.07% Q4 2025 Jan 22, 2026
Buck Wealth Strategies, LLC History Reduced 5,825 1,112 0.14% 0.18% 1425 -1,073 -15.56% Q4 2025 Feb 03, 2026
Battery Global Advisors, LLC History Reduced 3,680 1,111 0.51% 0.54% 1426 -2,433 -39.8% Q4 2025 Feb 13, 2026
Copia Wealth Management History Reduced 5,812 1,110 0.79% 0.82% 1427 -110 -1.86% Q4 2025 Feb 06, 2026
Southland Equity Partners LLC History Added to 5,805 1,108 0.22% 0.22% 1428 +53 0.92% Q4 2025 Jan 14, 2026
MB Generational Wealth, LLC History No change 5,781 1,104 0.58% 0.68% 1429 0 0.0% Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Reduced 5,763 1,100 0.08% 0.1% 1430 -865 -13.05% Q4 2025 Jan 29, 2026
Osprey Private Wealth LLC History New 5,757 1,099 0.32% 1431 +5,757 New Q4 2025 Feb 04, 2026
Abbot Financial Management, Inc. History Reduced 5,740 1,096 0.45% 0.48% 1432 -230 -3.85% Q4 2025 Feb 13, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 5,735 1,095 0.21% 0.24% 1433 -296 -4.91% Q4 2025 Jan 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 5,730 1,094 0.19% 0.18% 1434 -28 -0.49% Q4 2025 Jan 27, 2026
TrustBank History New 5,728 1,093 0.46% 1435 +5,728 New Q4 2025 Feb 09, 2026
SECURITY NATIONAL BANK OF SO DAK History Added to 5,719 1,092 0.54% 0.53% 1436 +65 1.15% Q4 2025 Feb 13, 2026
Bedel Financial Consulting, Inc. History Added to 5,715 1,091 0.12% 0.13% 1437 +62 1.1% Q4 2025 Jan 28, 2026
Advance Capital Management, Inc. History Reduced 5,698 1,088 0.05% 0.06% 1438 -1,381 -19.51% Q4 2025 Jan 06, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 5,682 1,085 0.19% 0.18% 1439 +408 7.74% Q4 2025 Feb 17, 2026
Navis Wealth Advisors, LLC History Added to 5,657 1,080 0.46% 0.2% 1440 +4,222 294.22% Q4 2025 Feb 13, 2026
Approach Retirement Advisors, LLC History New 5,632 1,075 0.93% 1442 +5,632 New Q4 2025 Jan 29, 2026
Berkeley Capital Partners, LLC History Added to 5,632 1,075 0.25% 0.25% 1441 +29 0.52% Q4 2025 Feb 05, 2026
Round Rock Advisors LLC History Added to 5,625 1,074 0.16% 0.16% 1444 +139 2.53% Q4 2025 Apr 07, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 5,624 1,074 0.13% 0.14% 1443 -5 -0.09% Q4 2025 Jan 09, 2026
MJP ASSOCIATES INC /ADV History Added to 5,616 1,072 0.13% 0.13% 1445 +480 9.35% Q4 2025 Feb 06, 2026
Aurelius Family Office LLC History Reduced 5,511 1,072 0.46% 0.49% 1447 -368 -6.26% Q4 2025 Jan 09, 2026
ALESCO ADVISORS LLC History Reduced 5,616 1,072 0.03% 0.03% 1446 -54 -0.95% Q4 2025 Jan 28, 2026
Redwood Financial Network Corp History Reduced 5,608 1,071 0.68% 0.73% 1448 -551 -8.95% Q4 2025 Feb 10, 2026
Creekside Partners History Added to 5,608 1,071 0.45% 0.46% 1449 +7 0.12% Q4 2025 Feb 13, 2026
Cedar Mountain Advisors, LLC History No change 5,606 1,070 0.21% 0.2% 1450 0 0.0% Q4 2025 Feb 11, 2026
Bull Oak Capital, LLC History No change 5,606 1,070 0.44% 0.44% 1451 0 0.0% Q4 2025 Feb 02, 2026
Veltria Advisors Corp. History No change 5,388 1,069 4.66% 4.42% 1452 0 0.0% Q4 2025 Jan 30, 2026
FIRST NATIONAL TRUST CO History Added to 5,593 1,068 0.04% 0.04% 1453 +31 0.56% Q4 2025 Feb 09, 2026
Latitude Advisors, LLC History Added to 5,546 1,059 0.47% 0.46% 1454 +136 2.51% Q4 2025 Jan 27, 2026
Capital Investment Counsel, LLC History Added to 5,541 1,058 0.15% 0.15% 1455 +40 0.73% Q4 2025 Feb 02, 2026
J. Derek Lewis & Associates Inc. History New 5,540 1,057 0.25% 1458 +5,540 New Q4 2025 Mar 23, 2026
Verity Asset Management, Inc. History Reduced 5,537 1,057 0.45% 0.67% 1456 -5,455 -49.63% Q4 2025 Jan 30, 2026
Brown Miller Wealth Management, LLC History No change 5,535 1,057 0.29% 0.29% 1457 0 0.0% Q4 2025 Jan 23, 2026
Stratos Investment Management, LLC History Reduced 5,533 1,056 0.04% 0.04% 1459 -43 -0.77% Q4 2025 Jan 20, 2026
InvesTrust History Added to 5,523 1,054 0.41% 0.36% 1460 +195 3.66% Q4 2025 Jan 14, 2026
Briggs Wealth Management, Inc History New 5,518 1,053 1.13% 1462 +5,518 New Q4 2025 Feb 19, 2026
Silver Grove Financial Group, Inc. History Added to 5,516 1,053 0.91% 0.95% 1463 +127 2.36% Q4 2025 Feb 17, 2026
LIBRA WEALTH LLC History Added to 5,518 1,053 0.29% 0.3% 1461 +120 2.22% Q4 2025 Jan 28, 2026
BridgePort Financial Solutions, LLC History Reduced 5,498 1,050 0.28% 0.28% 1464 -153 -2.71% Q4 2025 Jan 16, 2026
ENTREWEALTH, LLC History Added to 5,082 1,048 0.47% 0.11% 1465 +3,962 353.75% Q4 2025 Feb 13, 2026
Rede Wealth, LLC History New 5,487 1,047 0.36% 1466 +5,487 New Q4 2025 Jan 23, 2026
PATRON PARTNERS, LLC History Reduced 5,456 1,042 0.46% 0.46% 1467 -22 -0.4% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History Reduced 5,446 1,040 0.11% 0.11% 1468 -57 -1.04% Q4 2025 Feb 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 5,442 1,039 0.36% 0.0% 1469 +5,434 67925.0% Q4 2025 Jan 20, 2026
KPP Advisory Services LLC History Added to 5,423 1,035 0.15% 0.14% 1470 +184 3.51% Q4 2025 Feb 02, 2026
Strathmore Capital Advisors, Inc. History New 5,419 1,034 0.34% 1471 +5,419 New Q4 2025 Feb 13, 2026
Hudock, Inc. History Added to 5,405 1,032 0.15% 0.15% 1472 +215 4.14% Q4 2025 Feb 12, 2026
Barry Investment Advisors, LLC History Reduced 5,397 1,030 0.23% 0.24% 1473 -175 -3.14% Q4 2025 Feb 09, 2026
Peak Financial Management, Inc. History Reduced 5,385 1,028 0.27% 0.27% 1474 -188 -3.37% Q4 2025 Jan 23, 2026
Accelerate Investment Advisors LLC History Reduced 5,378 1,027 0.69% 0.73% 1475 -393 -6.81% Q4 2025 Jan 12, 2026
Ballast Financial Advisors LLC History New 5,357 1,023 1.05% 1477 +5,357 New Q4 2025 Feb 17, 2026
Serenus Wealth Advisors, LLC History Added to 5,359 1,023 0.2% 0.17% 1476 +17 0.32% Q4 2025 Jan 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 5,307 1,013 0.25% 0.25% 1478 0 0.0% Q4 2025 Jan 23, 2026
Armbruster Capital Management, Inc. History No change 5,305 1,013 0.17% 0.17% 1479 0 0.0% Q4 2025 Jan 23, 2026
Engineers Gate Manager LP History Reduced 5,299 1,012 0.01% 0.02% 1480 -4,911 -48.1% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Reduced 5,302 1,012 0.02% 0.02% 1481 -414 -7.24% Q4 2025 Feb 17, 2026
Oak Wealth Advisors LLC History Reduced 5,284 1,009 0.58% 0.62% 1483 -376 -6.64% Q4 2025 Feb 11, 2026
626 Financial, LLC History No change 5,287 1,009 0.43% 0.43% 1482 0 0.0% Q4 2025 Feb 05, 2026
Annandale Capital, LLC History No change 5,261 1,005 0.12% 0.17% 1484 0 0.0% Q4 2025 Feb 12, 2026
Maridea Wealth Management LLC History Reduced 5,238 1,000 0.15% 0.33% 1485 -6,128 -53.92% Q4 2025 Jan 08, 2026
THOMPSON DAVIS & CO., INC. History Added to 5,232 999 0.6% 0.52% 1486 +677 14.86% Q4 2025 Jan 12, 2026
LaFleur & Godfrey LLC History Added to 5,233 999 0.12% 0.11% 1487 +524 11.13% Q4 2025 Feb 03, 2026
Odyssey Capital Advisors, Inc. History New 5,225 998 0.89% 1488 +5,225 New Q4 2025 Feb 05, 2026
O'Connor Financial Group LLC History Added to 5,043 996 0.4% 0.39% 1489 +2 0.04% Q4 2025 Jan 26, 2026
FC Advisory LLC History Added to 5,211 995 0.29% 0.28% 1490 +141 2.78% Q4 2025 Jan 13, 2026
Johnson Wealth Management, LLC History New 5,195 992 0.49% 1492 +5,195 New Q4 2025 Feb 11, 2026
Bowman & Co S.C. History Reduced 5,196 992 0.42% 0.42% 1491 -173 -3.22% Q4 2025 Jan 23, 2026
Caitlin John, LLC History Reduced 5,168 987 0.65% 0.68% 1493 -77 -1.47% Q4 2025 Feb 18, 2026
Longview Financial Advisors, Inc. History Added to 5,157 984 0.67% 0.69% 1494 +2 0.04% Q4 2025 Feb 02, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 5,145 982 0.07% 0.06% 1496 +716 16.17% Q4 2025 Feb 02, 2026
1ST SOURCE BANK History Reduced 5,143 982 0.05% 0.05% 1495 -259 -4.79% Q4 2025 Feb 05, 2026
OFC FINANCIAL PLANNING, LLC History Reduced 5,144 982 0.93% 0.95% 1497 -7 -0.14% Q4 2025 Feb 04, 2026
CIBC WORLD MARKET INC. History Reduced 5,138 981 0.0% 0.0% 1498 -611 -10.63% Q4 2025 Feb 10, 2026
ORG Partners LLC History Reduced 5,126 980 0.17% 0.18% 1499 -133 -2.53% Q4 2025 Jan 14, 2026
Essex Bank History No change 5,127 979 0.21% 0.22% 1500 0 0.0% Q4 2025 Feb 02, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 5,124 978 0.02% 0.01% 1501 +819 19.02% Q4 2025 Jan 13, 2026
Elgethun Capital Management History New 5,116 977 0.17% 1502 +5,116 New Q4 2025 Feb 10, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 5,114 976 0.24% 0.24% 1503 0 0.0% Q4 2025 Feb 09, 2026
Alaska Wealth Advisors, LLC History Added to 5,097 973 0.12% 0.12% 1504 +18 0.35% Q4 2025 Feb 13, 2026
Impact Capital Partners LLC History Added to 5,075 969 0.29% 0.16% 1505 +2,146 73.27% Q4 2025 Jan 07, 2026
James J. Burns & Company, LLC History Added to 5,073 968 0.13% 0.14% 1506 +97 1.95% Q4 2025 Jan 23, 2026
ANCHYRA PARTNERS LLC History New 5,062 966 0.3% 1508 +5,062 New Q4 2025 Jan 29, 2026
HBW ADVISORY SERVICES LLC History Reduced 5,059 966 0.1% 0.11% 1507 -22 -0.43% Q4 2025 Jan 23, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 5,054 965 0.23% 0.12% 1510 +2,497 97.65% Q4 2025 Feb 02, 2026
Onyx Bridge Wealth Group LLC History Added to 5,054 965 0.1% 0.1% 1509 +108 2.18% Q4 2025 Feb 18, 2026
Silver Oak Advisory Group, Inc. History Reduced 5,051 964 0.44% 0.43% 1511 -62 -1.21% Q4 2025 Feb 03, 2026
TruNorth Capital Management, LLC History Reduced 5,039 962 0.18% 0.19% 1512 -36 -0.71% Q4 2025 Feb 11, 2026
Vantage Financial Partners, LLC History Added to 5,029 960 0.19% 0.19% 1513 +114 2.32% Q4 2025 Feb 03, 2026
Heritage Wealth Management, Inc. /CA/ History Reduced 5,025 959 0.61% 1.16% 1514 -4,267 -45.92% Q4 2025 Feb 04, 2026
RF&L WEALTH MANAGEMENT, LLC History Added to 5,018 958 0.54% 0.54% 1517 +60 1.21% Q4 2025 Jan 09, 2026
C M BIDWELL & ASSOCIATES LTD History Reduced 5,016 958 0.45% 0.45% 1515 -23 -0.46% Q4 2025 Feb 13, 2026
TFC Financial Management, Inc. History Added to 5,019 958 0.12% 0.12% 1516 +5 0.1% Q4 2025 Jan 23, 2026
Ariston Services Group History Added to 5,009 956 0.56% 0.5% 1518 +587 13.27% Q4 2025 Jan 23, 2026
Heritage Investment Group, Inc. History Reduced 4,991 953 0.15% 0.15% 1519 -21 -0.42% Q4 2025 Jan 30, 2026
Fairscale Capital, LLC History No change 4,991 953 0.63% 0.64% 1520 0 0.0% Q4 2025 Feb 17, 2026
Colter Lewis Investment Partners LLC History New 4,985 952 1.1% 1521 +4,985 New Q4 2025 Feb 17, 2026
Western Reserve Capital Management, LLC History New 4,976 950 0.89% 1522 +4,976 New Q4 2025 Feb 10, 2026
SUTTON PLACE INVESTORS LLC History Added to 4,973 949 0.52% 0.53% 1523 +5 0.1% Q4 2025 Jan 21, 2026
Petix & Botte Co History Added to 4,962 947 0.21% 0.21% 1524 +188 3.94% Q4 2025 Feb 05, 2026
River Wealth Advisors LLC History Reduced 4,943 944 0.11% 0.11% 1525 -307 -5.85% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History Added to 4,938 943 0.06% 0.06% 1526 +178 3.74% Q4 2025 Feb 17, 2026
Apollon Financial, LLC History Reduced 4,928 941 0.14% 0.17% 1527 -424 -7.92% Q4 2025 Jan 22, 2026
Texas Bank & Trust Co History No change 4,918 939 0.34% 0.35% 1528 0 0.0% Q4 2025 Feb 06, 2026
Lumbard & Kellner, LLC History No change 4,893 934 0.33% 0.34% 1529 0 0.0% Q4 2025 Feb 03, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 4,705 932 0.01% 0.01% 1530 0 0.0% Q4 2025 Jan 28, 2026
Capital Asset Managemnet, LLC History New 4,879 931 1.03% 1532 +4,879 New Q4 2025 Apr 07, 2026
Graetz Wealth LLC History New 4,876 931 0.85% 1531 +4,876 New Q4 2025 Feb 12, 2026
Talisman Wealth Advisors LLC History Reduced 4,861 928 0.72% 0.76% 1533 -61 -1.24% Q4 2025 Feb 20, 2026
Compass Financial Group, Inc. (Ohio) History New 4,853 926 0.68% 1534 +4,853 New Q4 2025 Mar 04, 2026
Allred Capital Management, LLC History Added to 4,844 925 0.33% 0.29% 1535 +411 9.27% Q4 2025 Feb 10, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 4,787 914 0.23% 0.24% 1536 -915 -16.05% Q4 2025 Jan 08, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 4,632 909 0.02% 0.01% 1538 +2,447 111.99% Q4 2025 Jan 26, 2026
Waterfront Wealth Inc. History Added to 4,585 909 0.17% 0.17% 1540 +77 1.71% Q4 2025 Jan 27, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 4,760 909 0.3% 0.3% 1539 +17 0.36% Q4 2025 Jan 27, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 5,212 909 0.08% 0.08% 1537 0 0.0% Q4 2025 Feb 13, 2026
Northwest Bancshares, Inc. History No change 4,753 907 0.18% 0.15% 1541 0 0.0% Q4 2025 Feb 13, 2026
Larry Mathis Financial Planning, LLC History New 4,745 906 0.8% 1542 +4,745 New Q4 2025 Mar 11, 2026
Williams Jones Wealth Management, LLC. History Added to 4,743 905 0.01% 0.01% 1543 +418 9.66% Q4 2025 Feb 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 4,742 905 0.06% 0.06% 1544 -337 -6.64% Q4 2025 Feb 17, 2026
Investments & Financial Planning, LLC History Reduced 4,736 904 0.49% 0.76% 1545 -2,810 -37.24% Q4 2025 Feb 23, 2026
Estate Counselors, LLC History Reduced 4,728 903 0.08% 0.09% 1547 -684 -12.64% Q4 2025 Feb 02, 2026
DEARBORN PARTNERS LLC History No change 4,729 903 0.05% 0.04% 1546 0 0.0% Q4 2025 Feb 11, 2026
MARS JEWETT FINANCIAL GROUP, INC. History New 4,355 900 0.27% 1550 +4,355 New Q4 2025 Feb 17, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 4,715 900 0.35% 0.38% 1549 -105 -2.18% Q4 2025 Feb 04, 2026
Curtis Advisory Group, LLC History Reduced 4,716 900 0.19% 0.2% 1548 -92 -1.91% Q4 2025 Jan 23, 2026
Smith Asset Management Co., LLC History Added to 4,700 897 0.74% 0.64% 1551 +674 16.74% Q4 2025 Feb 19, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 4,692 896 0.03% 0.06% 1552 -4,000 -46.02% Q4 2025 Feb 13, 2026
CWC Advisors, LLC. History Added to 4,693 896 0.43% 0.4% 1553 +275 6.22% Q4 2025 Jan 26, 2026
Triad Wealth Partners, LLC History Added to 4,672 892 0.08% 0.11% 1555 +106 2.32% Q4 2025 Jan 22, 2026
tru Independence LLC History Added to 4,673 892 0.22% 0.22% 1554 +38 0.82% Q4 2025 Jan 22, 2026
Snider Financial Group History Reduced 4,655 889 0.24% 0.28% 1557 -802 -14.7% Q4 2025 Jan 21, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 4,656 889 0.31% 0.39% 1558 -618 -11.72% Q4 2025 Jan 08, 2026
American Money Management, LLC History Added to 4,656 889 0.14% 0.14% 1556 +219 4.94% Q4 2025 Feb 10, 2026
Calamos Wealth Management LLC History Reduced 4,653 888 0.03% 0.03% 1559 -493 -9.58% Q4 2025 Jan 29, 2026
Galaxy Group Investments LLC History New 4,640 886 0.11% 1560 +4,640 New Q4 2025 Mar 23, 2026
Venturi Wealth Management, LLC History Reduced 4,614 881 0.04% 0.04% 1561 -11 -0.24% Q4 2025 Jan 22, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 4,578 874 0.31% 0.3% 1562 -9 -0.2% Q4 2025 Jan 21, 2026
Conservest Capital Advisors, Inc. History No change 4,569 872 0.08% 0.08% 1563 0 0.0% Q4 2025 Feb 12, 2026
Buska Wealth Management, LLC History Reduced 4,561 871 0.32% 0.29% 1564 -538 -10.55% Q4 2025 Jan 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 4,554 869 0.02% 0.02% 1565 +94 2.11% Q4 2025 Jan 07, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 4,552 869 0.59% 0.59% 1566 0 0.0% Q4 2025 Feb 02, 2026
Tranquility Partners, LLC History Added to 4,527 864 0.31% 0.24% 1567 +650 16.77% Q4 2025 Feb 03, 2026
Aprio Wealth Management, LLC History Added to 4,078 861 0.05% 0.06% 1568 +1,104 37.12% Q4 2025 Jan 29, 2026
Heritage Wealth Advisors History No change 4,487 856 0.03% 0.04% 1569 0 0.0% Q4 2025 Feb 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 4,478 855 0.01% 1570 +4,478 New Q4 2025 Feb 17, 2026
FIRST COMMUNITY TRUST NA History Added to 4,461 852 0.64% 0.64% 1571 +42 0.95% Q4 2025 Jan 16, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 4,454 850 0.14% 0.14% 1573 +105 2.41% Q4 2025 Feb 11, 2026
DGS Capital Management, LLC History Added to 4,453 850 0.15% 0.15% 1572 +51 1.16% Q4 2025 Feb 24, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 4,445 848 0.6% 0.71% 1574 -441 -9.03% Q4 2025 Feb 13, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 4,434 846 0.36% 0.36% 1575 -86 -1.9% Q4 2025 Jan 30, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 4,418 843 0.03% 0.03% 1576 +848 23.75% Q4 2025 Jan 28, 2026
M3 Advisory Group, LLC History Added to 4,401 840 0.51% 0.51% 1577 +35 0.8% Q4 2025 Jan 16, 2026
SHUFRO ROSE & CO LLC History Reduced 4,375 835 0.06% 0.06% 1578 -104 -2.32% Q4 2025 Feb 09, 2026
Foundation Wealth Management, LLC\PA History Reduced 4,347 830 0.3% 0.33% 1580 -162 -3.59% Q4 2025 Jan 15, 2026
Detalus Advisors, LLC History Reduced 4,347 830 0.2% 0.21% 1579 -8 -0.18% Q4 2025 Feb 03, 2026
Heritage Financial Services, LLC History No change 4,342 829 0.07% 0.07% 1581 0 0.0% Q4 2025 Feb 02, 2026
Baker Avenue Asset Management, LP History Added to 4,340 828 0.02% 0.01% 1582 +3,081 244.72% Q4 2025 Feb 10, 2026
Realta Investment Advisors History Added to 4,335 827 0.27% 0.17% 1583 +1,684 63.52% Q4 2025 Jan 20, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 4,330 826 0.24% 0.23% 1584 +41 0.96% Q4 2025 Feb 12, 2026
BlueSky Wealth Advisors, LLC History No change 4,326 826 0.11% 0.11% 1585 0 0.0% Q4 2025 Jan 26, 2026
Linscomb Wealth, Inc. History Reduced 4,322 825 0.03% 0.04% 1586 -107 -2.42% Q4 2025 Feb 10, 2026
Diligent Investors, LLC History Reduced 4,323 825 0.2% 0.21% 1587 -50 -1.14% Q4 2025 Jan 23, 2026
Ashford Advisors, LLC History No change 4,293 819 0.18% 0.18% 1588 0 0.0% Q4 2025 Jan 23, 2026
LAM GROUP, INC. History Reduced 4,275 816 0.47% 0.52% 1590 -230 -5.11% Q4 2025 Jan 23, 2026
SJS Investment Consulting Inc. History Reduced 4,274 816 0.1% 0.11% 1589 -66 -1.52% Q4 2025 Jan 21, 2026
TritonPoint Partners, LLC History New 4,257 813 0.43% 1591 +4,257 New Q4 2025 Feb 13, 2026
Code Waechter LLC History Added to 4,248 811 0.52% 0.49% 1593 +248 6.2% Q4 2025 Jan 26, 2026
Patten Group, Inc. History Reduced 4,251 811 0.15% 0.16% 1592 -121 -2.77% Q4 2025 Jan 23, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 4,241 810 0.54% 0.59% 1594 -157 -3.57% Q4 2025 Jan 07, 2026
Nova R Wealth, Inc. History New 4,237 809 0.29% 1595 +4,237 New Q4 2025 Jan 14, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 4,228 807 0.09% 0.08% 1596 +716 20.39% Q4 2025 Feb 04, 2026
Fort Point Capital Partners LLC History Added to 4,047 803 0.09% 0.08% 1597 +476 13.33% Q4 2025 Feb 13, 2026
PENOBSCOT WEALTH MANAGEMENT History Reduced 4,205 803 0.25% 0.25% 1598 -20 -0.47% Q4 2025 Feb 12, 2026
Murphy Pohlad Asset Management LLC History Added to 4,197 801 0.31% 0.3% 1599 +146 3.6% Q4 2025 Feb 09, 2026
Portside Wealth Group, LLC History Added to 4,189 800 0.11% 0.04% 1601 +2,808 203.33% Q4 2025 Jan 21, 2026
Horizon Investment Services, LLC History Reduced 4,190 800 0.29% 0.31% 1600 -193 -4.4% Q4 2025 Feb 13, 2026
Baron Wealth Management LLC History Added to 4,187 799 0.25% 0.19% 1602 +1,096 35.46% Q4 2025 Jan 14, 2026
Sound Income Strategies, LLC History Added to 4,018 797 0.04% 0.03% 1603 +1,361 51.22% Q4 2025 Jan 21, 2026
Lincoln Capital LLC History Added to 4,163 795 0.14% 0.15% 1604 +1 0.02% Q4 2025 Jan 08, 2026
Passive Capital Management, LLC. History No change 4,153 793 0.25% 0.25% 1605 0 0.0% Q4 2025 Feb 05, 2026
J. Safra Sarasin Holding AG History No change 4,150 792 0.01% 0.01% 1606 0 0.0% Q4 2025 Jan 15, 2026
HEADINVEST, LLC History Reduced 4,146 791 0.16% 0.17% 1607 -200 -4.6% Q4 2025 Feb 02, 2026
Tanglewood Legacy Advisors, LLC History Added to 4,145 791 0.3% 0.29% 1608 +65 1.59% Q4 2025 Feb 06, 2026
Baker Ellis Asset Management LLC History No change 4,140 790 0.1% 0.1% 1609 0 0.0% Q4 2025 Jan 21, 2026
DecisionMap Wealth Management, LLC History Reduced 4,128 788 0.49% 0.51% 1610 -108 -2.55% Q4 2025 Jan 07, 2026
Pacific Point Advisors, LLC History No change 4,129 788 0.42% 0.45% 1611 0 0.0% Q4 2025 Jan 21, 2026
Advocate Investing Services LLC History New 4,121 787 0.7% 1613 +4,121 New Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,123 787 0.18% 0.18% 1612 +256 6.62% Q4 2025 Jan 09, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History Reduced 4,115 785 0.04% 0.04% 1615 -175 -4.08% Q4 2025 Jan 30, 2026
UHLMANN PRICE SECURITIES, LLC History Added to 4,112 785 0.47% 0.46% 1614 +33 0.81% Q4 2025 Jan 12, 2026
Keystone Financial Group, Inc. History Added to 4,112 785 0.41% 0.43% 1616 +20 0.49% Q4 2025 Jan 16, 2026
Clear Retirement Advice LLC History New 3,851 784 0.61% 1618 +3,851 New Q4 2025 Feb 24, 2026
Richard W. Paul & Associates, LLC History Added to 4,107 784 0.26% 0.26% 1617 +70 1.73% Q4 2025 Feb 12, 2026
John W. Brooker & Co., CPAs History Added to 4,074 778 1.39% 1.04% 1619 +1,329 48.42% Q4 2025 Jan 13, 2026
Triangle Securities Wealth Management History Reduced 4,060 775 0.16% 0.17% 1620 -32 -0.78% Q4 2025 Jan 13, 2026
Summit Wealth Partners, LLC History Added to 4,044 772 0.14% 0.13% 1621 +201 5.23% Q4 2025 Jan 27, 2026
Stelac Advisory Services LLC History Reduced 4,040 771 0.27% 0.34% 1622 -1,160 -22.31% Q4 2025 Feb 12, 2026
Bouchey Financial Group Ltd History No change 4,041 771 0.06% 0.06% 1623 0 0.0% Q4 2025 Jan 16, 2026
Holos Integrated Wealth LLC History No change 4,003 771 0.43% 0.43% 1624 0 0.0% Q4 2025 Jan 05, 2026
Insight Inv LLC History No change 4,030 769 0.43% 0.44% 1625 0 0.0% Q4 2025 Feb 06, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 4,024 768 0.24% 0.25% 1626 +52 1.31% Q4 2025 Jan 07, 2026
Team Hewins, LLC History No change 4,010 765 0.25% 0.25% 1627 0 0.0% Q4 2025 Jan 28, 2026
CAPITAL ADVISORS INC/OK History Reduced 3,998 763 0.01% 0.01% 1628 -47 -1.16% Q4 2025 Jan 15, 2026
Trail Ridge Investment Advisors, LLC History Reduced 3,989 761 0.33% 0.33% 1629 -15 -0.37% Q4 2025 Jan 28, 2026
Legacy Wealth Managment, LLC/ID History Added to 3,975 759 0.36% 0.04% 1630 +3,528 789.26% Q4 2025 Feb 03, 2026
Elmwood Wealth Management, Inc. History New 3,973 758 0.24% 1633 +3,973 New Q4 2025 Jan 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 3,994 758 0.01% 0.01% 1631 +945 30.99% Q4 2025 Feb 09, 2026
Grove Street Fiduciary, LLC History Added to 3,969 758 0.32% 0.35% 1634 +1 0.03% Q4 2025 Feb 03, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,974 758 0.02% 0.02% 1632 0 0.0% Q4 2025 Feb 12, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 3,964 757 0.15% 0.17% 1635 -400 -9.17% Q4 2025 Jan 27, 2026
WPG Advisers, LLC History Added to 3,967 757 0.56% 0.57% 1636 +21 0.53% Q4 2025 Jan 28, 2026
Guardian Capital, LLC History New 3,949 754 0.68% 1637 +3,949 New Q4 2025 Feb 05, 2026
Roehl & Yi Investment Advisors, LLC History New 3,938 752 0.3% 1638 +3,938 New Q4 2025 Feb 17, 2026
Capital Group Private Client Services, Inc. History Added to 3,930 750 0.01% 0.01% 1639 +396 11.21% Q4 2025 Feb 11, 2026
Harpswell Capital Advisors, LLC History Reduced 3,925 749 0.59% 0.89% 1641 -1,100 -21.89% Q4 2025 Feb 11, 2026
Cypress Wealth Services, LLC History Added to 3,924 749 0.1% 0.11% 1640 +296 8.16% Q4 2025 Jan 14, 2026
1900 WEALTH MANAGEMENT LLC History No change 3,919 748 0.05% 0.05% 1642 0 0.0% Q4 2025 Jan 20, 2026
Ankerstar Wealth, LLC History New 3,911 747 0.74% 1644 +3,911 New Q4 2025 Feb 12, 2026
Red Door Wealth Management, LLC History Added to 3,913 747 0.08% 0.07% 1643 +344 9.64% Q4 2025 Jan 20, 2026
Hidden Cove Wealth Management, LLC History Reduced 3,909 746 0.48% 0.66% 1645 -1,438 -26.89% Q4 2025 Feb 02, 2026
CGC Financial Services, LLC History No change 3,909 746 0.2% 0.2% 1646 0 0.0% Q4 2025 Feb 03, 2026
Icon Wealth Advisors, LLC History Added to 3,895 744 0.05% 0.05% 1647 +10 0.26% Q4 2025 Feb 13, 2026
JP Wealth Management, Inc. History No change 3,900 744 0.53% 0.49% 1648 0 0.0% Q4 2025 Jan 15, 2026
SpringVest Wealth Management LLC History Added to 3,885 741 0.52% 0.53% 1649 +49 1.28% Q4 2025 Jan 23, 2026
LMG Wealth Partners, LLC History Added to 3,854 735 0.14% 0.13% 1651 +115 3.08% Q4 2025 Feb 02, 2026
Roxbury Financial LLC History Added to 3,853 735 0.66% 0.66% 1652 +17 0.44% Q4 2025 Jan 05, 2026
One Wealth Advisors, LLC History No change 3,851 735 0.09% 0.09% 1650 0 0.0% Q4 2025 Feb 02, 2026
RPG Investment Advisory, LLC History Added to 3,841 733 0.08% 0.08% 1653 +94 2.51% Q4 2025 Jan 20, 2026
X-Square Capital, LLC History Reduced 3,811 728 0.24% 0.27% 1654 -750 -16.44% Q4 2025 Feb 11, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 3,812 728 0.1% 0.09% 1655 +1 0.03% Q4 2025 Jan 20, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 3,809 727 0.11% 0.11% 1656 +106 2.86% Q4 2025 Jan 12, 2026
Finward Bancorp History Added to 3,791 724 0.56% 0.51% 1657 +163 4.49% Q4 2025 Jan 21, 2026
Balanced Rock Investment Advisors LLC History Added to 3,792 724 0.51% 0.52% 1658 +7 0.18% Q4 2025 Feb 13, 2026
NORTHLAND SECURITIES, INC. History New 3,775 720 0.69% 1659 +3,775 New Q4 2025 Jan 23, 2026
Hamilton Point Investment Advisors, LLC History Reduced 3,772 720 0.11% 0.12% 1660 -262 -6.49% Q4 2025 Feb 12, 2026
Syntegra Private Wealth Group, LLC History Added to 3,773 720 0.07% 0.06% 1661 +240 6.79% Q4 2025 Feb 10, 2026
apricus wealth, LLC History Reduced 3,762 718 0.37% 0.38% 1662 -25 -0.66% Q4 2025 Jan 15, 2026
Kastel Capital Advisors, LLC History New 3,754 717 0.44% 1664 +3,754 New Q4 2025 Feb 18, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 3,758 717 0.54% 0.61% 1663 -448 -10.65% Q4 2025 Feb 13, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 3,752 716 0.04% 0.09% 1665 -1,866 -33.21% Q4 2025 Feb 09, 2026
Investmark Advisory Group LLC History Added to 3,748 715 0.3% 0.3% 1666 +34 0.92% Q4 2025 Jan 28, 2026
Johnson Financial Group, LLC History New 3,743 714 0.04% 1667 +3,743 New Q4 2025 Feb 10, 2026
London & Capital Asset Management Ltd History New 3,742 714 0.01% 1668 +3,742 New Q4 2025 Feb 17, 2026
Life Planning Partners, Inc History Added to 3,725 711 0.54% 0.51% 1669 +1 0.03% Q4 2025 Jan 16, 2026
Mason Investment Advisory Services, Inc. History Reduced 3,704 707 0.03% 0.03% 1670 -53 -1.41% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Added to 3,693 705 0.02% 0.02% 1671 +165 4.68% Q4 2025 Feb 11, 2026
Thayer Partners, LLC / MA History New 3,690 704 0.34% 1672 +3,690 New Q4 2025 Feb 05, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 3,677 703 0.19% 0.07% 1674 +2,483 207.96% Q4 2025 Jan 14, 2026
GWN SECURITIES INC. History Added to 3,681 703 0.14% 0.14% 1673 +347 10.41% Q4 2025 Feb 11, 2026
ACCREDITED INVESTOR SERVICES, LLC History Reduced 3,682 703 0.47% 0.47% 1675 -20 -0.54% Q4 2025 Feb 09, 2026
Rothschild Capital Partners, LLC History Reduced 3,673 701 0.16% 0.21% 1676 -1,206 -24.72% Q4 2025 Feb 17, 2026
Fielder Capital Group LLC History Reduced 3,665 700 0.15% 0.16% 1677 -3 -0.08% Q4 2025 Feb 10, 2026
Westmount Partners, LLC History No change 3,662 699 0.17% 0.18% 1678 0 0.0% Q4 2025 Jan 15, 2026
AMERICAN NATIONAL BANK & TRUST History No change 3,659 698 0.07% 0.07% 1679 0 0.0% Q4 2025 Jan 20, 2026
Avantra Family Wealth, Inc. History New 3,649 696 0.5% 1680 +3,649 New Q4 2025 Jan 21, 2026
Planned Solutions, Inc. History Added to 3,638 694 0.22% 0.23% 1681 +46 1.28% Q4 2025 Jan 28, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 3,626 692 0.1% 0.08% 1682 +787 27.72% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History Reduced 3,628 692 0.04% 0.04% 1683 -2 -0.06% Q4 2025 Feb 05, 2026
EFG International AG History New 3,617 690 0.01% 1684 +3,617 New Q4 2025 Feb 17, 2026
ARK & TLK INVESTMENTS, LLC History No change 3,609 689 0.19% 0.21% 1685 0 0.0% Q4 2025 Feb 10, 2026
DUTCH ASSET Corp History New 3,595 687 0.53% 1688 +3,595 New Q4 2025 Mar 11, 2026
Jefferies Financial Group Inc. History Added to 3,601 687 0.0% 0.0% 1686 +36 1.01% Q4 2025 Feb 09, 2026
Indiana Trust & Investment Management Co History No change 3,601 687 0.2% 0.2% 1687 0 0.0% Q4 2025 Jan 21, 2026
Olde Wealth Management, LLC History Added to 3,594 686 0.21% 0.18% 1690 +546 17.91% Q4 2025 Feb 12, 2026
Hartford Funds Management Co LLC History Added to 3,596 686 0.06% 0.05% 1689 +236 7.02% Q4 2025 Feb 06, 2026
L. Roy Papp & Associates, LLP History Added to 3,592 685 0.08% 0.08% 1691 +3 0.08% Q4 2025 Jan 28, 2026
180 WEALTH ADVISORS, LLC History Reduced 3,586 684 0.08% 0.08% 1692 -103 -2.79% Q4 2025 Jan 09, 2026
Ranch Capital Advisors Inc. History Added to 3,574 682 0.25% 0.18% 1693 +1,114 45.28% Q4 2025 Feb 05, 2026
Austin Asset Management Co Inc History Added to 3,573 682 0.11% 0.11% 1694 +367 11.45% Q4 2025 Feb 04, 2026
Arlington Financial Advisors, LLC History No change 3,570 681 0.1% 0.1% 1695 0 0.0% Q4 2025 Jan 12, 2026
Independent Wealth Network Inc. History Added to 3,558 679 0.21% 0.2% 1697 +276 8.41% Q4 2025 Jan 26, 2026
Pines Wealth Management, LLC History Reduced 3,559 679 0.22% 0.22% 1698 -18 -0.5% Q4 2025 Feb 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,557 679 0.02% 0.02% 1696 0 0.0% Q4 2025 Feb 03, 2026
Legacy Private Trust Co. History Reduced 3,555 678 0.04% 0.04% 1699 -221 -5.85% Q4 2025 Jan 08, 2026
DB&C Advisors, LLC History New 3,543 676 0.85% 1701 +3,543 New Q4 2025 Feb 11, 2026
Altiora Financial Group, LLC History Reduced 3,540 676 0.12% 0.12% 1700 -75 -2.07% Q4 2025 Feb 12, 2026
Planning Center, Inc. History Reduced 3,536 675 0.07% 0.07% 1704 -49 -1.37% Q4 2025 Feb 02, 2026
First National Advisers, LLC History Added to 3,535 675 0.09% 0.09% 1705 +43 1.23% Q4 2025 Feb 04, 2026
CERTUITY, LLC History Reduced 3,537 675 0.04% 0.05% 1702 -4 -0.11% Q4 2025 Jan 30, 2026
Carl P. Sherr & Co., LLC History No change 3,381 675 0.3% 0.3% 1703 0 0.0% Q4 2025 Feb 09, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 3,419 673 0.45% 0.62% 1707 -1,124 -24.74% Q4 2025 Jan 15, 2026
San Luis Wealth Advisors LLC History Reduced 3,527 673 0.11% 0.12% 1706 -42 -1.18% Q4 2025 Jan 26, 2026
FAS Wealth Partners, Inc. History Added to 3,522 672 0.04% 0.04% 1709 +108 3.16% Q4 2025 Feb 18, 2026
PROFFITT & GOODSON INC History No change 3,521 672 0.09% 0.09% 1708 0 0.0% Q4 2025 Jan 27, 2026
Busey Bank History Added to 3,512 670 0.02% 0.02% 1710 +301 9.37% Q4 2025 Jan 27, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 3,500 668 0.61% 1711 +3,500 New Q4 2025 Feb 13, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 3,488 666 0.26% 0.25% 1712 +106 3.13% Q4 2025 Feb 17, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 3,476 663 0.02% 0.02% 1713 -402 -10.37% Q4 2025 Jan 12, 2026
Shira Ridge Wealth Management History Added to 3,473 663 0.27% 0.27% 1714 +8 0.23% Q4 2025 Jan 12, 2026
Envision Financial Planning, LLC History No change 3,476 663 0.25% 0.27% 1715 0 0.0% Q4 2025 Feb 17, 2026
Forefront Analytics, LLC History Reduced 3,465 661 0.58% 2.95% 1716 -12,979 -78.93% Q4 2025 Feb 17, 2026
TrueWealth Advisors, LLC History Reduced 3,456 660 0.17% 0.19% 1717 -226 -6.14% Q4 2025 Jan 07, 2026
Samalin Investment Counsel, LLC History Reduced 3,445 658 0.23% 0.22% 1718 -41 -1.18% Q4 2025 Jan 30, 2026
Portland Financial Advisors Inc History No change 3,444 657 1.4% 1.37% 1719 0 0.0% Q4 2025 Feb 06, 2026
FSA Advisors, Inc. History No change 3,433 655 0.46% 0.51% 1720 0 0.0% Q4 2025 Feb 02, 2026
Quartz Partners, LLC History Reduced 3,423 653 0.24% 0.23% 1721 -16 -0.47% Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History Added to 3,411 651 0.06% 0.06% 1722 +88 2.65% Q4 2025 Feb 09, 2026
Laird Norton Wetherby Trust Company, LLC History New 3,405 650 0.01% 1723 +3,405 New Q4 2025 Feb 17, 2026
Windsor Capital Management, LLC History Reduced 3,405 650 0.18% 0.18% 1724 -6 -0.18% Q4 2025 Jan 15, 2026
Tilson Financial Group, Inc. History Added to 3,390 647 0.2% 0.21% 1725 +8 0.24% Q4 2025 Feb 05, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 3,378 645 0.04% 0.02% 1726 +1,688 99.88% Q4 2025 Jan 07, 2026
JT Stratford LLC History Reduced 3,378 645 0.08% 0.08% 1727 -21 -0.62% Q4 2025 Feb 12, 2026
Collaborative Wealth Managment Inc. History Added to 3,358 641 0.23% 0.22% 1729 +409 13.87% Q4 2025 Feb 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 3,357 641 0.0% 0.0% 1728 +30 0.9% Q4 2025 Feb 09, 2026
Edge Financial Advisors LLC History Added to 3,357 641 0.27% 0.28% 1730 +9 0.27% Q4 2025 Jan 28, 2026
PW ADVISORS, LLC \ FL History New 3,354 640 0.51% 1732 +3,354 New Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 3,356 640 0.09% 0.09% 1731 -56 -1.64% Q4 2025 Feb 13, 2026
PAX Financial Group, LLC History Reduced 3,346 639 0.11% 0.14% 1733 -679 -16.87% Q4 2025 Feb 05, 2026
VPR Management LLC History No change 3,350 639 0.28% 0.28% 1734 0 0.0% Q4 2025 Feb 13, 2026
Dynamic Financial Group History Reduced 3,346 638 0.54% 0.64% 1735 -603 -15.27% Q4 2025 Jan 26, 2026
River Street Advisors LLC History Reduced 3,338 637 0.24% 0.26% 1736 -211 -5.95% Q4 2025 Jan 26, 2026
Wealth Dimensions Group, Ltd. History Added to 3,331 636 0.13% 0.11% 1737 +352 11.82% Q4 2025 Feb 13, 2026
FIDUCIENT ADVISORS LLC History New 3,328 635 0.08% 1738 +3,328 New Q4 2025 Feb 10, 2026
Bogart Wealth, LLC History Added to 3,316 633 0.03% 0.02% 1739 +32 0.97% Q4 2025 Jan 30, 2026
Ethos Financial Group, LLC History Reduced 3,307 631 0.05% 0.12% 1741 -4,679 -58.59% Q4 2025 Jan 20, 2026
Pacific Sage Partners, LLC History Added to 3,305 631 0.1% 0.09% 1740 +384 13.15% Q4 2025 Jan 16, 2026
Sage Financial Management Group, Inc. History No change 3,302 630 0.19% 0.2% 1742 0 0.0% Q4 2025 Feb 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,279 626 0.01% 0.01% 1743 0 0.0% Q4 2025 Feb 12, 2026
CPR Investments Inc. History Reduced 3,268 624 0.42% 0.5% 1744 -660 -16.8% Q4 2025 Jan 14, 2026
Argentarii, LLC History Added to 3,272 624 0.2% 0.23% 1745 +195 6.34% Q4 2025 Jan 13, 2026
Axis Wealth Partners, LLC History Added to 3,250 620 0.34% 0.33% 1746 +212 6.98% Q4 2025 Jan 30, 2026
HOWARD BAILEY SECURITIES, LLC History Reduced 3,242 619 0.24% 0.23% 1750 -1,004 -23.65% Q4 2025 Feb 11, 2026
Legacy Financial Group LLC History Reduced 3,043 619 0.08% 0.08% 1748 -39 -1.27% Q4 2025 Feb 05, 2026
GSG Advisors LLC History Added to 3,243 619 0.16% 0.16% 1749 +17 0.53% Q4 2025 Jan 08, 2026
DDD Partners, LLC History No change 3,245 619 0.04% 0.04% 1747 0 0.0% Q4 2025 Jan 22, 2026
IRON Financial LLC History New 3,232 617 0.28% 1751 +3,232 New Q4 2025 Jan 22, 2026
Yoder Wealth Management, Inc. History No change 3,218 614 0.28% 0.28% 1752 0 0.0% Q4 2025 Jan 22, 2026
Meridian Wealth Partners, LLC History Reduced 3,185 608 0.08% 0.09% 1754 -252 -7.33% Q4 2025 Feb 13, 2026
Towercrest Capital Management History Reduced 3,187 608 0.1% 0.1% 1753 -21 -0.65% Q4 2025 Jan 21, 2026
Northstar Advisory Group, LLC History Reduced 3,174 606 0.22% 0.25% 1755 -57 -1.76% Q4 2025 Jan 15, 2026
Milestone Asset Management Group, LLC History Added to 3,173 606 0.34% 0.37% 1756 +12 0.38% Q4 2025 Feb 03, 2026
Vantage Point Financial LLC History Added to 3,162 603 0.22% 0.23% 1757 +13 0.41% Q4 2025 Feb 02, 2026
Rockingstone Advisors LLC History Added to 3,148 601 0.27% 0.23% 1758 +655 26.27% Q4 2025 Jan 28, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 3,144 600 0.28% 0.26% 1759 0 0.0% Q4 2025 Jan 26, 2026
Ullmann Wealth Partners Group, LLC History No change 3,227 599 0.06% 0.07% 1760 0 0.0% Q4 2025 Feb 12, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 3,132 598 0.42% 0.44% 1761 +17 0.55% Q4 2025 Jan 23, 2026
First Pacific Financial History Added to 3,130 597 0.08% 0.06% 1762 +741 31.02% Q4 2025 Jan 16, 2026
Elser Financial Planning, Inc History Added to 3,121 596 0.43% 0.68% 1763 +97 3.21% Q4 2025 Jan 15, 2026
Barnes Wealth Management Group, Inc History Added to 3,117 595 0.32% 0.32% 1764 +4 0.13% Q4 2025 Feb 24, 2026
Tenon Financial LLC History Added to 3,107 593 0.25% 0.24% 1766 +597 23.78% Q4 2025 Jan 16, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 3,110 593 0.07% 0.08% 1765 -501 -13.87% Q4 2025 Feb 13, 2026
MERITAGE PORTFOLIO MANAGEMENT History Added to 3,092 590 0.04% 0.04% 1767 +7 0.23% Q4 2025 Jan 27, 2026
Cladis Investment Advisory, LLC History No change 3,088 589 0.32% 0.33% 1768 0 0.0% Q4 2025 Feb 13, 2026
Trilogy Capital Inc. History No change 3,082 588 0.03% 0.03% 1769 0 0.0% Q4 2025 Jan 22, 2026
Peak Planning Group, LLC History New 3,076 587 0.16% 1771 +3,076 New Q4 2025 Feb 13, 2026
Trek Financial, LLC History Added to 3,076 587 0.03% 0.02% 1770 +846 37.94% Q4 2025 Feb 04, 2026
Goepper Burkhardt LLC History Reduced 3,070 586 0.19% 0.29% 1773 -1,469 -32.36% Q4 2025 Feb 09, 2026
Raleigh Capital Management Inc. History Reduced 3,070 586 0.21% 0.26% 1774 -562 -15.47% Q4 2025 Jan 21, 2026
Ariadne Wealth Management, LP History Added to 2,867 586 0.24% 0.22% 1775 +284 10.99% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 3,069 586 0.0% 0.0% 1772 -159 -4.93% Q4 2025 Feb 13, 2026
MEANS INVESTMENT CO., INC. History Reduced 3,063 585 0.05% 0.05% 1776 -149 -4.64% Q4 2025 Jan 26, 2026
Coordinated Financial Services, Inc. History Added to 3,050 582 0.33% 0.35% 1778 +141 4.85% Q4 2025 Feb 09, 2026
CM WEALTH ADVISORS LLC History No change 3,048 582 0.13% 0.15% 1777 0 0.0% Q4 2025 Jan 26, 2026
Owen LaRue, LLC History New 3,040 580 0.22% 1779 +3,040 New Q4 2025 Feb 05, 2026
Clarion Wealth Managment Partners, LLC History Added to 3,038 580 0.54% 0.54% 1780 +108 3.69% Q4 2025 Feb 05, 2026
Holland Advisory Services, Inc. History Added to 3,027 578 0.78% 0.77% 1782 +2 0.07% Q4 2025 Jan 12, 2026
Next Capital Management LLC History No change 3,031 578 0.19% 0.19% 1781 0 0.0% Q4 2025 Feb 11, 2026
Global Trust Asset Management, LLC History Reduced 3,019 576 0.23% 0.45% 1783 -2,297 -43.21% Q4 2025 Jan 20, 2026
Convergence Financial, LLC History Added to 3,011 575 0.08% 0.06% 1784 +779 34.9% Q4 2025 Feb 11, 2026
Arsenal Capital Advisors LLC History New 3,003 573 0.41% 1788 +3,003 New Q4 2025 Feb 11, 2026
Cassaday & Co Wealth Management LLC History Reduced 3,003 573 0.01% 0.02% 1787 -1,216 -28.82% Q4 2025 Feb 03, 2026
Beacon Capital Management, LLC History Added to 3,000 573 0.09% 0.06% 1786 +887 41.98% Q4 2025 Feb 13, 2026
LANDAAS & CO /WI /ADV History No change 3,003 573 0.13% 0.13% 1785 0 0.0% Q4 2025 Jan 21, 2026
New Republic Capital, LLC History Reduced 2,991 571 0.15% 0.21% 1791 -650 -17.85% Q4 2025 Feb 10, 2026
DB Fitzpatrick & Co, Inc History Added to 2,991 571 0.51% 0.4% 1790 +614 25.83% Q4 2025 Jan 15, 2026
SilverOak Wealth Management LLC History No change 2,994 571 0.09% 0.09% 1789 0 0.0% Q4 2025 Jan 28, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 2,980 569 0.19% 0.18% 1793 +200 7.19% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History Reduced 2,982 569 0.04% 0.04% 1792 -177 -5.6% Q4 2025 Feb 20, 2026
PKS Advisory Services, LLC History Reduced 2,960 565 0.13% 0.2% 1794 -2,218 -42.84% Q4 2025 Feb 02, 2026
BTG Pactual Asset Management US LLC History Reduced 3,184 562 0.05% 0.04% 1795 -2,037 -39.02% Q4 2025 Feb 17, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 2,939 561 0.02% 0.02% 1796 -105 -3.45% Q4 2025 Feb 13, 2026
Mirador Capital Partners LP History Added to 2,932 560 0.08% 0.06% 1797 +471 19.14% Q4 2025 Jan 14, 2026
Stonebridge Financial Planning Group, LLC History Added to 2,937 560 0.2% 0.2% 1799 +94 3.31% Q4 2025 Feb 05, 2026
Colony Family Offices, LLC History No change 2,936 560 0.14% 0.14% 1798 0 0.0% Q4 2025 Jan 22, 2026
Annex Advisory Services, LLC History Added to 2,924 558 0.01% 0.01% 1801 +1,386 90.12% Q4 2025 Jan 26, 2026
Portland Global Advisors LLC History Added to 2,924 558 0.06% 0.06% 1800 +200 7.34% Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History Reduced 2,917 557 0.11% 0.12% 1802 -295 -9.18% Q4 2025 Feb 13, 2026
Putney Financial Group LLC History Reduced 2,918 557 0.52% 0.57% 1804 -187 -6.02% Q4 2025 Jan 23, 2026
SIERRA OCEAN, LLC History No change 2,920 557 0.46% 0.46% 1803 0 0.0% Q4 2025 Feb 06, 2026
SPINNAKER TRUST History Added to 2,907 555 0.03% 0.03% 1805 +340 13.25% Q4 2025 Feb 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 2,903 554 0.1% 0.07% 1806 +1,000 52.55% Q4 2025 Feb 09, 2026
Archer Investment Corp History Reduced 2,899 553 0.12% 0.16% 1808 -788 -21.37% Q4 2025 Jan 30, 2026
Fiduciary Group, LLC History Added to 2,897 553 0.05% 0.05% 1807 +26 0.91% Q4 2025 Feb 12, 2026
Silver Coast Investments LLC History Reduced 2,886 551 0.19% 0.38% 1810 -2,994 -50.92% Q4 2025 Jan 27, 2026
ASL Financial, LLC History New 2,889 551 0.43% 1811 +2,889 New Q4 2025 Jan 20, 2026
Total Clarity Wealth Management, Inc. History Reduced 2,888 551 0.13% 0.15% 1809 -141 -4.66% Q4 2025 Feb 02, 2026
DOVER ADVISORS, LLC History Added to 2,881 550 0.21% 0.21% 1813 +95 3.41% Q4 2025 Feb 10, 2026
Leading Edge Financial Planning LLC History Reduced 2,883 550 0.13% 0.14% 1814 -7 -0.24% Q4 2025 Jan 21, 2026
Ballast, Inc. History No change 2,881 550 0.13% 0.13% 1812 0 0.0% Q4 2025 Feb 03, 2026
WRAPMANAGER INC History Reduced 2,872 548 0.19% 0.22% 1816 -971 -25.27% Q4 2025 Feb 06, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,870 548 0.01% 0.01% 1815 +352 13.98% Q4 2025 Feb 06, 2026
Saxony Capital Management, LLC History Added to 2,851 544 0.33% 0.31% 1817 +288 11.24% Q4 2025 Jan 15, 2026
Cambridge Advisors Inc. History No change 2,850 544 0.1% 0.1% 1818 0 0.0% Q4 2025 Jan 21, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 2,846 543 0.09% 1819 +2,846 New Q4 2025 Feb 18, 2026
Indie Asset Partners, LLC History Added to 2,844 543 0.61% 0.35% 1820 +1,440 102.56% Q4 2025 Feb 03, 2026
MidFirst Bank History New 2,838 542 0.04% 1823 +2,838 New Q4 2025 Feb 25, 2026
SVB WEALTH LLC History Reduced 2,843 542 0.03% 0.03% 1821 -2 -0.07% Q4 2025 Feb 04, 2026
Meridian Wealth Advisors, LLC History Added to 2,842 542 0.08% 0.08% 1822 +1 0.04% Q4 2025 Feb 17, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 2,835 541 0.06% 0.06% 1824 0 0.0% Q4 2025 Feb 03, 2026
Madison Wealth Partners, Inc History Added to 2,830 540 0.1% 0.09% 1825 +260 10.12% Q4 2025 Feb 10, 2026
Archer Investment Management, LLC History Added to 2,830 540 0.29% 0.32% 1826 +3 0.11% Q4 2025 Jan 12, 2026
JIM SAULNIER & ASSOCIATES, LLC History Added to 2,824 539 0.28% 0.26% 1827 +324 12.96% Q4 2025 Jan 29, 2026
Blue Zone Wealth Advisors, LLC History No change 2,817 538 0.1% 0.1% 1828 0 0.0% Q4 2025 Jan 21, 2026
Revolve Wealth Partners, LLC History Added to 2,815 537 0.06% 0.04% 1829 +826 41.53% Q4 2025 Jan 20, 2026
Asset Allocation Strategies LLC History Added to 2,809 536 0.1% 0.1% 1830 +129 4.81% Q4 2025 Feb 13, 2026
Highland Financial Advisors, LLC History No change 2,795 533 0.15% 0.15% 1831 0 0.0% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History New 2,788 532 0.01% 1832 +2,788 New Q4 2025 Feb 12, 2026
Robinhood Asset Management, LLC History New 2,786 532 0.04% 1833 +2,786 New Q4 2025 Jan 21, 2026
Polaris Investment Advisors, LLC History New 2,779 530 0.38% 1834 +2,779 New Q4 2025 Jan 15, 2026
Evercore Wealth Management, LLC History Added to 2,773 529 0.01% 0.01% 1836 +190 7.36% Q4 2025 Feb 17, 2026
McGlone Suttner Wealth Management, Inc. History Added to 2,773 529 0.07% 0.07% 1838 +85 3.16% Q4 2025 Jan 15, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Added to 2,653 529 0.68% 0.72% 1835 +32 1.22% Q4 2025 Feb 23, 2026
Allie Family Office LLC History No change 2,771 529 0.25% 0.25% 1837 0 0.0% Q4 2025 Feb 13, 2026
Brady Martz Wealth Solutions, LLC History New 2,766 528 0.09% 1839 +2,766 New Q4 2025 Jan 15, 2026
10Elms LLP History Reduced 2,761 527 0.48% 0.5% 1840 -200 -6.75% Q4 2025 Feb 13, 2026
Safeguard Investment Advisory Group, LLC History Added to 2,754 526 0.13% 0.12% 1841 +113 4.28% Q4 2025 Feb 13, 2026
NCM Capital Management, LLC History No change 2,752 525 0.19% 0.2% 1842 0 0.0% Q4 2025 Mar 02, 2026
Portfolio Resources Advisor Group, Inc. History New 2,742 523 0.52% 1843 +2,742 New Q4 2025 Feb 13, 2026
FSM Wealth Advisors, LLC History Added to 2,726 520 0.07% 0.07% 1845 +190 7.49% Q4 2025 Jan 23, 2026
ICONIQ Capital, LLC History No change 2,724 520 0.01% 0.01% 1844 0 0.0% Q4 2025 Feb 13, 2026
WealthCollab, LLC History Added to 2,722 519 0.21% 0.02% 1846 +2,449 897.07% Q4 2025 Jan 27, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 2,642 518 0.08% 0.08% 1847 +1,332 101.68% Q4 2025 Jan 07, 2026
Cannell & Spears LLC History No change 2,708 517 0.01% 0.01% 1848 0 0.0% Q4 2025 Feb 17, 2026
Blue Chip Partners, LLC History Added to 2,704 516 0.04% 0.04% 1849 +28 1.05% Q4 2025 Feb 18, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History No change 2,704 516 0.08% 0.08% 1850 0 0.0% Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 2,696 515 0.16% 0.31% 1851 +1,020 60.86% Q4 2025 Feb 17, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 2,692 514 0.16% 0.2% 1852 +190 7.59% Q4 2025 Jan 08, 2026
BURNEY CO/ History Reduced 2,686 513 0.02% 0.02% 1853 -244 -8.33% Q4 2025 Jan 23, 2026
Harbor Group, Inc. History Added to 2,687 513 0.08% 0.08% 1855 +27 1.02% Q4 2025 Jan 12, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 2,689 513 0.05% 0.05% 1854 0 0.0% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2,682 512 0.03% 0.03% 1856 +4 0.15% Q4 2025 Feb 10, 2026
Glassman Wealth Services History Added to 2,676 511 0.07% 0.07% 1857 +13 0.49% Q4 2025 Jan 28, 2026
West Financial Advisors, LLC History Added to 2,680 511 0.09% 0.08% 1858 +5 0.19% Q4 2025 Jan 13, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 2,669 509 0.04% 0.05% 1859 -310 -10.41% Q4 2025 Feb 17, 2026
Capital Developers, LLC History New 2,661 508 0.46% 1861 +2,661 New Q4 2025 Jan 30, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 2,662 508 0.04% 0.04% 1860 +1 0.04% Q4 2025 Jan 27, 2026
Omnia Family Wealth, LLC History New 2,656 507 0.15% 1862 +2,656 New Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History Added to 2,655 507 0.12% 0.08% 1864 +1,056 66.04% Q4 2025 Jan 12, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 2,656 507 0.15% 0.16% 1863 0 0.0% Q4 2025 Jan 13, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 2,653 506 0.04% 0.05% 1866 -353 -11.74% Q4 2025 Jan 16, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 2,654 506 0.16% 0.15% 1865 -74 -2.71% Q4 2025 Jan 20, 2026
Merrion Investment Management Co, LLC History No change 2,650 506 0.27% 0.28% 1867 0 0.0% Q4 2025 Feb 17, 2026
Financial Planning Navigators CORP History New 2,643 504 0.23% 1869 +2,643 New Q4 2025 Jan 16, 2026
ZynergyRetirementPlanningLLC History No change 2,643 504 0.31% 0.31% 1868 0 0.0% Q4 2025 Jan 09, 2026
Abound Wealth Management History Reduced 2,637 503 0.12% 0.13% 1872 -203 -7.15% Q4 2025 Jan 12, 2026
Alliance Wealth Management Group History Reduced 2,635 503 0.11% 0.11% 1871 -21 -0.79% Q4 2025 Jan 21, 2026
FULTON BANK, N.A. History No change 2,636 503 0.02% 0.02% 1870 0 0.0% Q4 2025 Jan 08, 2026
BARLOW WEALTH PARTNERS, LLC History No change 2,552 502 0.05% 0.05% 1873 0 0.0% Q4 2025 Jan 15, 2026
Miller Capital Partners, Inc. History New 2,625 501 0.25% 1874 +2,625 New Q4 2025 Feb 17, 2026
Strid Group, LLC History No change 2,621 500 0.06% 0.06% 1875 0 0.0% Q4 2025 Jan 26, 2026
Retirement Planning Co of New England, Inc. History Added to 2,615 499 0.2% 0.18% 1876 +240 10.11% Q4 2025 Jan 28, 2026
Goldstein Advisors, LLC History No change 2,612 498 0.06% 0.06% 1877 0 0.0% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History New 2,603 497 0.0% 1878 +2,603 New Q4 2025 Feb 13, 2026
Hills Bank & Trust Co History New 2,597 496 0.03% 1879 +2,597 New Q4 2025 Feb 05, 2026
Financial Insights, Inc. History Reduced 2,600 496 0.17% 0.16% 1880 -50 -1.89% Q4 2025 Mar 31, 2026
E6 Portfolios, LLC History New 2,588 494 0.57% 1881 +2,588 New Q4 2025 Feb 13, 2026
Cottage Street Advisors LLC History Added to 2,585 493 0.21% 0.17% 1882 +463 21.82% Q4 2025 Jan 26, 2026
GPS Wealth Strategies Group, LLC History Reduced 2,572 491 0.42% 0.24% 1883 -9,652 -78.96% Q4 2025 Feb 06, 2026
United Wealth Management, LLC History New 2,566 490 0.13% 1884 +2,566 New Q4 2025 Feb 11, 2026
Summit Global Investments History Reduced 2,548 487 0.03% 0.03% 1885 -33 -1.28% Q4 2025 Feb 18, 2026
MKT Advisors LLC History No change 2,500 486 0.17% 0.17% 1886 0 0.0% Q4 2025 Jan 08, 2026
PCG Wealth Advisors, LLC History Added to 2,540 485 0.14% 0.12% 1887 +273 12.04% Q4 2025 Feb 05, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 2,530 483 0.14% 0.14% 1888 -58 -2.24% Q4 2025 Jan 22, 2026
Newman Dignan & Sheerar, Inc. History Reduced 2,528 482 0.1% 0.19% 1889 -2,155 -46.02% Q4 2025 Jan 22, 2026
Brand Asset Management Group, Inc. History Added to 2,526 482 0.13% 0.13% 1890 +10 0.4% Q4 2025 Feb 11, 2026
DiNuzzo Private Wealth, Inc. History Added to 2,493 476 0.05% 0.05% 1891 +4 0.16% Q4 2025 Jan 16, 2026
American State Bank (Iowa) History Added to 2,487 475 0.23% 0.22% 1892 +172 7.43% Q4 2025 Apr 14, 2026
Synergy Financial Group, LTD History Added to 2,483 474 0.33% 0.3% 1894 +102 4.28% Q4 2025 Feb 17, 2026
Tyche Wealth Partners LLC History Added to 2,483 474 0.08% 0.08% 1895 +9 0.36% Q4 2025 Jan 23, 2026
Verus Financial Partners, Inc. History Added to 2,391 474 0.04% 0.04% 1893 +2 0.08% Q4 2025 Feb 02, 2026
Center For Asset Management LLC History Added to 2,472 472 0.25% 0.24% 1897 +7 0.28% Q4 2025 Jan 21, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,475 472 0.03% 0.03% 1896 0 0.0% Q4 2025 Jan 21, 2026
Bryant Woods Investment Advisors, LLC History No change 2,475 472 0.18% 0.18% 1898 0 0.0% Q4 2025 Jan 23, 2026
Stone House Investment Management, LLC History Added to 2,467 471 0.07% 0.08% 1899 +8 0.33% Q4 2025 Jan 21, 2026
Opulen Financial Group LLC History Added to 2,463 470 0.34% 0.35% 1900 +7 0.29% Q4 2025 Feb 10, 2026
WealthPlan Investment Management, LLC History Added to 2,454 468 0.03% 0.03% 1901 +18 0.74% Q4 2025 Feb 05, 2026
Drake & Associates, LLC History Added to 2,446 467 0.09% 0.07% 1903 +764 45.42% Q4 2025 Feb 23, 2026
Oakworth Capital, Inc. History No change 2,446 467 0.03% 0.03% 1902 0 0.0% Q4 2025 Jan 30, 2026
Wealth Group Ltd History Added to 2,442 466 0.1% 0.1% 1904 +182 8.05% Q4 2025 Jan 12, 2026
Fortis Capital Management LLC History Reduced 2,430 464 0.06% 0.07% 1905 -121 -4.74% Q4 2025 Feb 13, 2026
Carr Financial Group Corp History Reduced 2,431 464 0.12% 0.13% 1906 -89 -3.53% Q4 2025 Jan 09, 2026
Equita Financial Network, Inc. History Added to 2,426 463 0.14% 0.1% 1907 +845 53.45% Q4 2025 Jan 29, 2026
Global Wealth Strategies & Associates History Reduced 2,412 460 0.11% 0.19% 1908 -1,482 -38.06% Q4 2025 Jan 02, 2026
Brookwood Investment Group LLC History Added to 2,411 460 0.06% 0.06% 1909 +12 0.5% Q4 2025 Jan 22, 2026
NESTEGG ADVISORS, INC. History Added to 2,408 459 0.39% 0.19% 1911 +1,241 106.34% Q4 2025 Jan 21, 2026
BAILARD, INC. History No change 2,406 459 0.01% 0.01% 1910 0 0.0% Q4 2025 Feb 04, 2026
Platt Wealth Management LLC History New 2,400 458 0.45% 1913 +2,400 New Q4 2025 Feb 06, 2026
Plan A Wealth LLC History Added to 2,401 458 0.22% 0.15% 1912 +768 47.03% Q4 2025 Feb 06, 2026
Ironwood Investment Counsel, LLC History Added to 2,388 456 0.06% 0.06% 1914 +5 0.21% Q4 2025 Feb 06, 2026
MEMBERS WEALTH LLC History Added to 2,304 456 0.29% 0.27% 1915 +1 0.04% Q4 2025 Jan 28, 2026
Dunhill Financial, LLC History Added to 2,385 455 0.11% 0.06% 1916 +1,111 87.21% Q4 2025 Jan 29, 2026
MassMutual Private Wealth & Trust, FSB History Added to 2,379 454 0.01% 0.01% 1917 +132 5.87% Q4 2025 Jan 07, 2026
JUNCTURE WEALTH STRATEGIES, LLC History No change 2,375 453 0.15% 0.15% 1918 0 0.0% Q4 2025 Jan 27, 2026
Able Wealth Management LLC History New 2,358 450 0.14% 1919 +2,358 New Q4 2025 Jan 27, 2026
Sequent Planning LLC History New 2,347 448 0.11% 1921 +2,347 New Q4 2025 Feb 05, 2026
Brooklyn FI, LLC History Added to 2,349 448 0.1% 0.07% 1920 +701 42.54% Q4 2025 Jan 21, 2026
Cooper Financial Group History Added to 2,345 447 0.05% 0.04% 1922 +601 34.46% Q4 2025 Jan 08, 2026
Strategic Financial Concepts, LLC History Reduced 2,339 446 0.41% 0.52% 1923 -16,987 -87.9% Q4 2025 Feb 09, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 2,337 446 0.31% 0.34% 1924 +14 0.6% Q4 2025 Feb 11, 2026
Maia Wealth LLC History Reduced 2,179 445 0.08% 0.63% 1926 -17,737 -89.06% Q4 2025 Feb 17, 2026
FWG Investments, LLC. History New 2,332 445 0.28% 1925 +2,332 New Q4 2025 Jan 28, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 2,316 442 0.0% 0.0% 1927 -755 -24.58% Q4 2025 Feb 17, 2026
TCP Asset Management, LLC History Added to 2,314 442 0.07% 0.07% 1928 +333 16.81% Q4 2025 Jan 07, 2026
High Point Wealth Management, LLC History New 2,305 440 0.41% 1929 +2,305 New Q4 2025 Jan 29, 2026
LOGAN CAPITAL MANAGEMENT INC History New 2,302 439 0.02% 1930 +2,302 New Q4 2025 Feb 12, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 2,298 438 0.26% 0.25% 1931 -16 -0.69% Q4 2025 Jan 21, 2026
Sterling Wealth Management, Inc. History Reduced 2,296 438 0.12% 0.13% 1932 -1 -0.04% Q4 2025 Feb 17, 2026
Note Advisors, LLC History Reduced 2,205 437 0.22% 0.24% 1934 -6 -0.27% Q4 2025 Feb 18, 2026
Solidarity Wealth, LLC History No change 2,293 437 0.09% 0.09% 1933 0 0.0% Q4 2025 Jan 29, 2026
White Wing Wealth Management History Added to 2,287 436 0.26% 0.21% 1935 +507 28.48% Q4 2025 Jan 15, 2026
FWL INVESTMENT MANAGEMENT, LLC History Reduced 2,278 435 0.1% 0.11% 1936 -70 -2.98% Q4 2025 Feb 17, 2026
Summit Asset Management, LLC History Reduced 2,275 434 0.06% 0.07% 1937 -80 -3.4% Q4 2025 Feb 09, 2026
O'ROURKE & COMPANY, Inc History Reduced 2,273 434 0.17% 0.18% 1938 -56 -2.4% Q4 2025 Jan 28, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 2,272 433 0.1% 0.14% 1939 -972 -29.96% Q4 2025 Jan 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 2,263 432 0.12% 0.13% 1940 0 0.0% Q4 2025 Feb 11, 2026
Horizon Wealth Management, LLC History No change 2,260 431 0.07% 0.06% 1941 0 0.0% Q4 2025 Feb 04, 2026
Signature Equity Partners, LLC History New 2,251 429 0.24% 1947 +2,251 New Q4 2025 Feb 17, 2026
TCW GROUP INC History New 2,249 429 0.0% 1943 +2,249 New Q4 2025 Feb 17, 2026
ROMANO BROTHERS AND COMPANY History Added to 2,249 429 0.05% 0.04% 1942 +500 28.59% Q4 2025 Jan 14, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 2,251 429 0.01% 0.01% 1944 +82 3.78% Q4 2025 Feb 18, 2026
SACHEM HILL LLC History Added to 2,249 429 0.08% 0.08% 1946 +1 0.04% Q4 2025 Feb 12, 2026
PENNINGTON PARTNERS & CO., LLC History No change 2,250 429 0.17% 0.2% 1945 0 0.0% Q4 2025 Feb 17, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 2,241 428 0.08% 0.14% 1949 -1,761 -44.0% Q4 2025 Jan 28, 2026
ROCKLAND TRUST CO History Added to 2,245 428 0.02% 0.01% 1948 +726 47.79% Q4 2025 Jan 15, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 2,237 427 0.03% 0.03% 1950 +1 0.04% Q4 2025 Jan 08, 2026
ARS Wealth Advisors Group, LLC History Added to 2,236 426 0.04% 0.04% 1952 +4 0.18% Q4 2025 Jan 12, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 2,234 426 0.13% 0.14% 1951 0 0.0% Q4 2025 Jan 12, 2026
CHRISTINE MESSMER PC History New 2,229 425 0.28% 1954 +2,229 New Q4 2025 Feb 03, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Reduced 2,226 425 0.29% 0.33% 1953 -276 -11.03% Q4 2025 Feb 09, 2026
Capstone Financial Advisors, Inc. History Added to 2,221 424 0.02% 0.02% 1955 +194 9.57% Q4 2025 Feb 17, 2026
PRUDENT INVESTORS NETWORK, INC. History Added to 2,225 424 0.1% 0.09% 1956 +172 8.38% Q4 2025 Feb 05, 2026
HHM Wealth Advisors, LLC History Added to 2,211 422 0.05% 0.04% 1957 +139 6.71% Q4 2025 Jan 22, 2026
jvl associates llc History Added to 2,213 422 0.14% 0.14% 1958 +2 0.09% Q4 2025 Jan 09, 2026
Cane Capital Partners, LLC History New 2,209 421 0.17% 1960 +2,209 New Q4 2025 Jan 21, 2026
Fairvoy Private Wealth, LLC History Reduced 2,207 421 0.09% 0.1% 1959 -205 -8.5% Q4 2025 Jan 14, 2026
PATTEN & PATTEN INC/TN History No change 2,204 420 0.02% 0.02% 1961 0 0.0% Q4 2025 Feb 03, 2026
Telos Capital Management, Inc. History Added to 2,194 419 0.04% 0.02% 1962 +886 67.74% Q4 2025 Jan 22, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 2,199 419 0.1% 0.11% 1963 0 0.0% Q4 2025 Feb 06, 2026
CROBAN History No change 2,187 417 0.2% 0.27% 1964 0 0.0% Q4 2025 Feb 13, 2026
Laurel Wealth Advisors LLC History No change 2,181 416 0.06% 0.06% 1965 0 0.0% Q4 2025 Jan 30, 2026
Kingsman Wealth Management, Inc. History Added to 2,173 415 0.22% 0.22% 1966 +22 1.02% Q4 2025 Jan 22, 2026
Three Magnolias Financial Advisors, LLC History Added to 2,166 413 0.26% 0.25% 1967 +21 0.98% Q4 2025 Jan 20, 2026
ARS Investment Partners, LLC History Added to 2,159 412 0.02% 0.02% 1968 +160 8.0% Q4 2025 Feb 05, 2026
FIDELITY D & D BANCORP INC History Added to 2,159 412 0.18% 0.21% 1969 +139 6.88% Q4 2025 Feb 09, 2026
Westwood Wealth Management History New 2,156 411 0.31% 1970 +2,156 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Added to 2,156 411 0.31% 0.32% 1971 +8 0.37% Q4 2025 Jan 13, 2026
Comprehensive Money Management Services LLC History No change 2,155 411 0.28% 0.28% 1972 0 0.0% Q4 2025 Jan 22, 2026
Wealth Quarterback LLC History Added to 2,143 409 0.15% 0.15% 1973 +10 0.47% Q4 2025 Jan 15, 2026
MKD WEALTH COACHES, LLC History No change 2,131 407 0.41% 0.4% 1974 0 0.0% Q4 2025 Jan 12, 2026
Pictet North America Advisors SA History No change 2,133 407 0.04% 0.04% 1975 0 0.0% Q4 2025 Jan 16, 2026
RED REEF ADVISORS LLC History New 2,130 406 0.41% 1976 +2,130 New Q4 2025 Apr 08, 2026
Integrated Capital Management, LLC History Added to 2,122 405 0.17% 0.18% 1977 +13 0.62% Q4 2025 Jan 26, 2026
Farmers National Bank History New 2,118 404 0.09% 1978 +2,118 New Q4 2025 Mar 12, 2026
Mach-1 Financial Group, LLC History Reduced 2,113 403 0.08% 0.35% 1979 -9,780 -82.23% Q4 2025 Feb 06, 2026
STRATEGIC PLANNING GROUP, LLC History Added to 2,111 403 0.05% 0.05% 1980 +24 1.15% Q4 2025 Feb 04, 2026
Bangor Savings Bank History Added to 2,107 402 0.03% 0.03% 1981 +216 11.42% Q4 2025 Jan 16, 2026
NorthCrest Asset Manangement, LLC History No change 2,062 401 0.01% 0.01% 1982 0 0.0% Q4 2025 Jan 08, 2026
STOCK YARDS BANK & TRUST CO History Added to 2,098 400 0.01% 0.01% 1983 +539 34.57% Q4 2025 Jan 21, 2026
Foundry Financial LLC History New 2,093 399 0.21% 1985 +2,093 New Q4 2025 Feb 17, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Reduced 2,094 399 0.26% 0.26% 1984 -10 -0.48% Q4 2025 Feb 13, 2026
TOWNSQUARE CAPITAL LLC History Reduced 2,085 398 0.09% 0.06% 1986 -161 -7.17% Q4 2025 Feb 11, 2026
Atlanta Consulting Group Advisors, LLC History No change 2,086 398 0.09% 0.1% 1987 0 0.0% Q4 2025 Feb 11, 2026
Kelly Financial Services LLC History Reduced 2,077 396 0.1% 0.12% 1990 -408 -16.42% Q4 2025 Jan 13, 2026
Mason & Associates, LLC History Reduced 2,074 396 0.09% 0.1% 1989 -82 -3.8% Q4 2025 Jan 21, 2026
Scott & Selber, Inc. History Added to 2,074 396 0.1% 0.1% 1988 +12 0.58% Q4 2025 Jan 09, 2026
Hobbs Group Advisors, LLC History Added to 2,068 395 0.12% 0.07% 1991 +855 70.49% Q4 2025 Jan 28, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 2,069 395 0.17% 0.17% 1992 +2 0.1% Q4 2025 Jan 22, 2026
Applied Capital LLC History No change 2,062 393 0.15% 0.15% 1993 0 0.0% Q4 2025 Jan 16, 2026
EWA, LLC History Added to 2,054 392 0.1% 0.06% 1994 +976 90.54% Q4 2025 Feb 03, 2026
TABLEAUX LLC History New 2,044 391 0.28% 1995 +2,044 New Q4 2025 Feb 17, 2026
Stablepoint Partners, LLC History Added to 2,046 390 0.06% 0.06% 1997 +124 6.45% Q4 2025 Jan 13, 2026
Advocacy Wealth Management, LLC History No change 2,042 390 0.02% 0.02% 1996 0 0.0% Q4 2025 Feb 11, 2026
Austin Private Wealth, LLC History Reduced 2,041 389 0.03% 0.03% 1998 -34 -1.64% Q4 2025 Jan 20, 2026
MOTIVE WEALTH ADVISORS History Added to 2,030 387 0.16% 0.14% 2000 +224 12.4% Q4 2025 Jan 15, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 2,028 387 0.02% 0.02% 1999 -144 -6.63% Q4 2025 Feb 17, 2026