VANGUARD INDEX FUNDS - VUG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 636 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 47,877,294 23,357,416 1.7% 1.53% 1 +788,896 1.68% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 39,381,983 19,213,009 11.71% 11.43% 2 +4,166,873 11.83% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 14,385,761 7,018,239 0.42% 0.43% 3 -387,829 -2.63% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 7,655,628 3,734,874 1.11% 1.15% 4 -662,910 -7.97% Q4 2025 Feb 10, 2026
Financial Engines Advisors L.L.C. History Reduced 6,494,674 3,168,491 6.0% 6.24% 5 -321,775 -4.72% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 5,614,562 2,739,120 0.44% 0.44% 6 -189,706 -3.27% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 5,490,898 2,678,789 0.73% 0.76% 7 +24,146 0.44% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 4,323,403 2,109,215 0.38% 0.38% 8 +110,503 2.62% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 3,886,318 1,896,045 0.43% 0.43% 9 +18,225 0.47% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 3,601,607 1,757,085 4.21% 4.09% 10 +89,760 2.56% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 3,464,230 1,690,059 8.78% 11 +3,464,230 New Q4 2025 Feb 18, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,328,739 1,623,953 0.51% 0.39% 12 +785,519 30.89% Q4 2025 Feb 18, 2026
FMR LLC History Reduced 2,589,110 1,263,123 0.06% 0.07% 13 -32,333 -1.23% Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Reduced 2,481,930 1,210,834 24.67% 24.95% 14 -43,760 -1.73% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,286,543 1,115,512 0.61% 0.68% 15 -41,880 -1.8% Q4 2025 Feb 06, 2026
RWA WEALTH PARTNERS, LLC History Added to 2,240,580 1,093,088 11.95% 11.77% 16 +79,472 3.68% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 2,187,648 1,067,266 0.17% 17 +2,187,648 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 2,124,859 1,036,254 1.13% 1.16% 18 +49,310 2.38% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 1,913,713 933,624 0.16% 0.17% 19 -17,642 -0.91% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 1,832,360 893,937 1.06% 1.11% 20 +43,348 2.42% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 877,660 877,660 0.51% 21 +877,660 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 1,792,931 874,699 0.05% 0.05% 22 +52,721 3.03% Q4 2025 Feb 11, 2026
D.A. DAVIDSON & CO. History Reduced 1,773,369 865,155 5.3% 5.44% 23 -604 -0.03% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,751,624 854,547 0.54% 0.57% 24 -24,482 -1.38% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,651,530 805,715 1.07% 1.06% 25 -60,285 -3.52% Q4 2025 Feb 12, 2026
Balentine LLC History Added to 1,590,672 776,025 29.44% 26.76% 26 +76,192 5.03% Q4 2025 Feb 02, 2026
HighTower Advisors, LLC History Reduced 1,576,796 769,255 0.84% 0.87% 27 -19,881 -1.25% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Reduced 1,456,421 710,534 0.7% 0.76% 28 -8,470 -0.58% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 1,559,140 701,986 0.95% 1.06% 29 +153,643 10.93% Q4 2025 Mar 09, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 1,370,951 668,832 5.06% 5.23% 30 -1,744 -0.13% Q4 2025 Feb 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,310,572 639,375 1.22% 1.43% 31 -156,019 -10.64% Q4 2025 Feb 17, 2026
Perfromance Wealth Partners, LLC History Reduced 1,279,517 624,225 16.92% 17.27% 32 -11,149 -0.86% Q4 2025 Jan 21, 2026
Modera Wealth Management, LLC History Reduced 1,196,788 583,865 6.75% 6.77% 33 -22,066 -1.81% Q4 2025 Jan 21, 2026
GOLDMAN SACHS GROUP INC History Added to 1,180,163 575,753 0.07% 0.07% 34 +11,681 1.0% Q4 2025 Mar 25, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 1,087,893 530,739 4.27% 4.21% 35 +13,243 1.23% Q4 2025 Jan 27, 2026
TRUIST FINANCIAL CORP History Added to 1,078,000 525,912 0.7% 0.68% 36 +22,728 2.15% Q4 2025 Feb 02, 2026
OSAIC HOLDINGS, INC. History Added to 1,028,568 502,164 0.73% 0.67% 37 +21,056 2.09% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,025,872 500,481 10.08% 10.42% 38 +7,410 0.73% Q4 2025 Feb 06, 2026
CHOREO, LLC History Reduced 1,016,084 499,598 6.37% 6.37% 39 -1,872 -0.18% Q4 2025 Jan 23, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 981,225 478,700 9.55% 9.74% 40 -41,691 -4.08% Q4 2025 Feb 05, 2026
CITIGROUP INC History Added to 934,721 456,013 0.2% 0.19% 41 +56,703 6.46% Q4 2025 Feb 13, 2026
CBIZ Investment Advisory Services, LLC History Added to 827,704 403,803 15.27% 15.54% 42 +48 0.01% Q4 2025 Feb 09, 2026
Merit Financial Group, LLC History Added to 817,895 399,018 3.2% 3.57% 43 +7,018 0.87% Q4 2025 Jan 26, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 816,840 398,503 0.56% 0.62% 44 -49,260 -5.69% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 792,014 386,391 2.64% 3.05% 45 -73,122 -8.45% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 773,761 377,487 0.92% 0.94% 46 +36,314 4.92% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 741,333 361,711 0.33% 0.33% 47 -5,505 -0.74% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 736,666 359,390 2.91% 3.51% 48 +3,430 0.47% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 706,264 340,715 0.39% 0.44% 49 +135,824 23.81% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 691,736 337,470 1.84% 1.57% 50 -47,236 -6.39% Q4 2025 Jan 29, 2026
LINCOLN NATIONAL CORP History Reduced 666,181 325,003 9.5% 9.22% 51 -7,970 -1.18% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 643,577 313,976 0.85% 0.75% 52 +124,594 24.01% Q4 2025 Jan 26, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 625,220 305,019 3.93% 4.16% 53 -19,339 -3.0% Q4 2025 Feb 09, 2026
Baird Financial Group, Inc. History Added to 625,110 304,966 0.48% 0.45% 54 +35,172 5.96% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 608,419 298,269 0.4% 0.43% 55 +14,506 2.44% Q4 2025 Jan 08, 2026
CULLEN/FROST BANKERS, INC. History Added to 610,480 297,828 3.28% 3.22% 56 +32,974 5.71% Q4 2025 Feb 06, 2026
Wealthspire Advisors, LLC History Reduced 599,927 292,680 2.33% 2.31% 57 -322,957 -34.99% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 592,916 289,260 0.52% 0.4% 58 +171,125 40.57% Q4 2025 Mar 16, 2026
Waldron Private Wealth LLC History Added to 591,692 288,664 11.41% 11.1% 59 +21,409 3.75% Q4 2025 Jan 14, 2026
Bell Bank History Added to 590,640 288,149 12.31% 11.81% 60 +22,343 3.93% Q4 2025 Jan 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 588,771 287,237 0.04% 0.05% 61 -21,061 -3.45% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 574,349 280,201 1.15% 1.11% 62 +69,158 13.69% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Reduced 556,035 271,267 0.4% 0.45% 63 -16,517 -2.88% Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 542,351 264,591 1.59% 1.84% 64 +8,853 1.66% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 536,198 261,589 0.08% 0.08% 65 -13,600 -2.47% Q4 2025 Feb 17, 2026
Retirement Investment Advisors, Inc. History Reduced 526,861 257,034 20.71% 21.07% 66 -1,669 -0.32% Q4 2025 Jan 21, 2026
Beacon Pointe Advisors, LLC History Added to 522,057 254,690 1.79% 1.92% 67 +48,761 10.3% Q4 2025 Feb 18, 2026
Cambridge Investment Research Advisors, Inc. History Added to 512,844 250,196 0.66% 0.66% 68 +12,205 2.44% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Added to 509,821 248,721 0.51% 0.51% 69 +15,254 3.08% Q4 2025 Jan 23, 2026
MATHER GROUP, LLC. History Reduced 487,825 237,990 2.45% 2.37% 70 -1,040 -0.21% Q4 2025 Jan 13, 2026
Private Advisor Group, LLC History Added to 464,381 226,552 1.07% 1.04% 71 +21,905 4.95% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Reduced 450,769 219,911 13.03% 10.8% 72 -11,486 -2.48% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Added to 447,284 218,163 6.8% 6.81% 73 +6,620 1.5% Q4 2025 Jan 06, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 419,131 204,477 12.38% 12.42% 74 +5,641 1.36% Q4 2025 Feb 13, 2026
Truepoint, Inc. History Reduced 413,468 201,714 4.54% 4.69% 75 -7,004 -1.67% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Added to 409,394 199,726 2.28% 2.3% 76 +7,818 1.95% Q4 2025 Jan 15, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 406,187 198,162 12.42% 12.47% 77 +13,260 3.37% Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 405,902 198,023 0.72% 0.88% 78 +3,934 0.98% Q4 2025 Feb 18, 2026
Creative Planning History Added to 379,265 185,028 0.13% 0.11% 79 +68,857 22.18% Q4 2025 Feb 17, 2026
BOK Financial Private Wealth, Inc. History Reduced 359,171 175,224 10.72% 11.88% 80 -34,064 -8.66% Q4 2025 Feb 06, 2026
Japan Science & Technology Agency History No change 350,953 171,215 3.15% 3.0% 81 0 0.0% Q4 2025 Feb 06, 2026
BANK OF HAWAII History Added to 347,034 169,304 8.37% 8.16% 82 +6,260 1.84% Q4 2025 Mar 03, 2026
NATIXIS ADVISORS, LLC History Added to 777,791 162,652 0.23% 0.05% 83 +25,132 3.34% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 329,844 160,917 17.64% 18.3% 84 +2,653 0.81% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 327,710 159,876 0.25% 0.18% 85 +82,237 33.5% Q4 2025 Feb 05, 2026
Cornerstone Management, Inc. History Reduced 321,170 156,685 25.55% 26.22% 86 -9,437 -2.85% Q4 2025 Feb 06, 2026
Rezny Wealth Management, Inc. History Added to 320,962 156,584 31.56% 31.7% 87 +4,236 1.34% Q4 2025 Feb 03, 2026
SIMON QUICK ADVISORS, LLC History Added to 320,457 156,338 6.82% 6.18% 88 +35,819 12.58% Q4 2025 Jan 29, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 317,708 154,997 10.35% 10.22% 89 +1,473 0.47% Q4 2025 Jan 08, 2026
Orion Porfolio Solutions, LLC History Added to 316,871 154,588 1.13% 1.07% 90 +28,428 9.86% Q4 2025 Feb 12, 2026
Betterment LLC History Added to 314,854 153,605 0.29% 0.29% 91 +8,948 2.93% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Added to 309,261 150,876 0.84% 0.78% 92 +41,472 15.49% Q4 2025 Feb 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 308,007 149,824 0.23% 0.27% 93 -26,156 -7.83% Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 304,755 148,677 0.02% 0.02% 94 -39,089 -11.37% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 300,632 146,746 0.77% 0.73% 95 +63,662 26.87% Q4 2025 Feb 17, 2026
Howard Capital Management Inc. History Reduced 296,447 144,624 1.87% 1.88% 96 -697 -0.23% Q4 2025 Jan 23, 2026
US BANCORP \DE\ History Reduced 292,462 142,680 0.17% 0.17% 97 -9,003 -2.99% Q4 2025 Jan 30, 2026
Venturi Wealth Management, LLC History Reduced 289,434 141,202 6.27% 6.46% 98 -724 -0.25% Q4 2025 Jan 22, 2026
Everhart Financial Group, Inc. History Added to 284,541 138,816 12.86% 12.62% 99 +21,967 8.37% Q4 2025 Jan 07, 2026
GLENMEDE TRUST CO NA History New 267,583 130,543 0.62% 100 +267,583 New Q4 2025 Feb 17, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 262,647 128,135 12.37% 12.71% 101 +887 0.34% Q4 2025 Feb 06, 2026
Strategies Wealth Advisors, LLC History Reduced 262,150 127,892 12.81% 13.21% 102 -2,676 -1.01% Q4 2025 Feb 13, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 257,227 125,490 3.59% 3.53% 103 +5,388 2.14% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 250,815 122,362 3.56% 104 +250,815 New Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 249,896 121,914 0.33% 0.26% 105 +47,670 23.57% Q4 2025 Feb 17, 2026
Mountain Capital Investment Advisors Inc. History Added to 251,790 121,740 19.64% 20.57% 106 +9,370 3.87% Q4 2025 Jan 28, 2026
Relyea Zuckerberg Hanson LLC History Reduced 243,326 118,708 11.99% 12.31% 107 -766 -0.31% Q4 2025 Jan 20, 2026
Summit Financial, LLC History Added to 243,232 118,662 1.74% 1.7% 108 +10,609 4.56% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Reduced 240,299 117,232 2.3% 2.45% 109 -4,173 -1.71% Q4 2025 Feb 02, 2026
White Lighthouse Investment Management Inc. History Added to 240,210 117,188 16.36% 17.41% 110 +2,054 0.86% Q4 2025 Feb 09, 2026
RMR Wealth Builders History Added to 238,376 116,294 9.3% 9.44% 111 +3,487 1.48% Q4 2025 Jan 29, 2026
Trust Co of Tennessee History Reduced 235,723 115,004 22.85% 23.99% 112 -1,504 -0.63% Q4 2025 Jan 30, 2026
Martel Wealth Advisors Inc History Reduced 228,862 111,652 19.07% 19.29% 113 -775 -0.34% Q4 2025 Jan 21, 2026
71 West Capital Partners History New 228,527 111,489 5.13% 114 +228,527 New Q4 2025 Feb 17, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 228,416 111,435 0.88% 0.89% 115 -813 -0.35% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Added to 227,342 110,911 0.61% 0.62% 116 +829 0.37% Q4 2025 Feb 12, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 224,017 109,287 9.17% 9.26% 117 +1,619 0.73% Q4 2025 Feb 03, 2026
Kensington Asset Management, LLC History No change 220,810 108,570 5.61% 6.35% 118 0 0.0% Q4 2025 Feb 13, 2026
HCR Wealth Advisors History Added to 217,235 105,980 10.5% 10.86% 119 +272 0.13% Q4 2025 Jan 27, 2026
Pinnacle Financial Partners, Inc. History New 213,783 104,321 0.79% 120 +213,783 New Q4 2025 Feb 18, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 231,026 102,470 2.54% 2.65% 121 -2,782 -1.19% Q4 2025 Feb 09, 2026
CITADEL ADVISORS LLC History Added to 204,200 99,621 0.01% 0.01% 122 +106,599 109.22% Q4 2025 Feb 17, 2026
Members Trust Co History Reduced 203,891 99,470 3.24% 3.22% 123 -174 -0.09% Q4 2025 Jan 15, 2026
CSM Advisors, LLC History Added to 201,497 98,303 2.67% 2.7% 124 +110 0.05% Q4 2025 Feb 11, 2026
Clark Asset Management, LLC History Added to 198,665 96,920 10.06% 10.85% 125 +4,039 2.08% Q4 2025 Jan 27, 2026
Envestnet Portfolio Solutions, Inc. History Added to 197,979 96,586 0.34% 0.32% 126 +15,650 8.58% Q4 2025 Feb 06, 2026
Pathway Financial Advisors LLC History Added to 196,117 96,142 12.08% 12.13% 127 +6,335 3.34% Q4 2025 Jan 14, 2026
Allworth Financial LP History New 196,274 95,754 0.39% 128 +196,274 New Q4 2025 Feb 05, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 194,217 94,750 9.35% 9.89% 129 -8,536 -4.21% Q4 2025 Feb 02, 2026
EverSource Wealth Advisors, LLC History Added to 192,796 94,057 3.46% 3.41% 130 +13,082 7.28% Q4 2025 Feb 06, 2026
VANGUARD GROUP INC History Added to 192,097 93,716 0.0% 0.0% 131 +2,678 1.41% Q4 2025 Jan 29, 2026
CreativeOne Wealth, LLC History Added to 191,065 93,212 2.26% 2.22% 132 +1,167 0.61% Q4 2025 Feb 13, 2026
One Day In July LLC History Added to 190,484 92,929 7.63% 7.57% 133 +3,918 2.1% Q4 2025 Feb 04, 2026
Cresset Asset Management, LLC History Added to 188,912 92,162 0.39% 0.39% 134 +1,865 1.0% Q4 2025 Feb 17, 2026
Advisors Capital Management, LLC History Added to 188,852 92,133 1.08% 1.01% 135 +18,684 10.98% Q4 2025 Jan 29, 2026
Parkway Wealth Management Group, LLC History New 188,429 91,927 12.33% 136 +188,429 New Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 184,006 89,769 0.29% 0.3% 137 -14,677 -7.39% Q4 2025 Feb 02, 2026
Lido Advisors, LLC History Added to 181,934 88,605 0.26% 0.22% 138 +38,745 27.06% Q4 2025 Feb 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 180,365 87,992 0.67% 0.67% 139 +16,873 10.32% Q4 2025 Jan 14, 2026
Pasadena Private Wealth, LLC History Added to 179,724 87,680 11.92% 12.29% 140 +1,608 0.9% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Reduced 177,130 86,414 0.01% 0.01% 141 -1,324 -0.74% Q4 2025 Feb 17, 2026
Crane Advisory, LLC History Added to 175,086 86,235 13.04% 13.08% 142 +4,005 2.34% Q4 2025 Jan 15, 2026
Bleakley Financial Group, LLC History Added to 176,241 85,981 1.49% 0.27% 143 +151,539 613.47% Q4 2025 Feb 09, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 171,961 83,892 0.58% 0.52% 144 +8,263 5.05% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 169,023 82,459 1.1% 0.2% 145 +140,512 492.83% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 455,261 81,967 8.96% 8.52% 146 +299,247 191.81% Q4 2025 Feb 18, 2026
STEVENS CAPITAL PARTNERS History Added to 167,647 81,788 21.41% 22.54% 147 +10,176 6.46% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 166,796 81,372 1.01% 1.02% 148 +3,760 2.31% Q4 2025 Jan 29, 2026
McIlrath & Eck, LLC History Reduced 162,275 79,167 7.35% 8.17% 149 -2,678 -1.62% Q4 2025 Feb 03, 2026
Permanens Capital L.P. History Reduced 161,547 78,812 10.28% 18.17% 150 -92,228 -36.34% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Reduced 160,721 78,539 2.56% 2.69% 151 -2,823 -1.73% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 159,836 77,978 0.3% 152 +159,836 New Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 157,828 76,998 0.18% 0.18% 153 -2,882 -1.79% Q4 2025 Feb 11, 2026
Florida Trust Wealth Management Co History Reduced 156,960 76,574 2.11% 2.15% 154 -265 -0.17% Q4 2025 Jan 20, 2026
SIGNATUREFD, LLC History Reduced 155,481 75,853 1.16% 1.2% 155 -2,886 -1.82% Q4 2025 Jan 20, 2026
Atria Investments, Inc History Reduced 155,270 75,750 0.86% 0.9% 156 -8,352 -5.1% Q4 2025 Feb 05, 2026
Hirtle Callaghan & Co LLC History Reduced 153,555 74,913 2.55% 2.63% 157 -2,259 -1.45% Q4 2025 Feb 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 151,507 73,914 0.01% 0.0% 158 +141,411 1400.66% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 148,649 71,872 1.77% 1.94% 159 +1,161 0.79% Q4 2025 Jan 28, 2026
SAGE FINANCIAL GROUP INC History Reduced 144,167 70,333 4.65% 4.85% 160 -4,497 -3.02% Q4 2025 Jan 27, 2026
Blue Edge Capital, LLC History Added to 143,736 70,123 9.38% 9.65% 161 +2,135 1.51% Q4 2025 Feb 12, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 143,401 69,959 12.78% 13.01% 162 +563 0.39% Q4 2025 Jan 13, 2026
Nadler Financial Group, Inc. History Reduced 142,785 69,659 6.48% 6.56% 163 -756 -0.53% Q4 2025 Jan 28, 2026
INSPIRION WEALTH ADVISORS, LLC History Added to 141,720 69,139 8.47% 6.94% 164 +12,528 9.7% Q4 2025 Jan 09, 2026
Brickley Wealth Management History Reduced 141,198 68,884 11.61% 12.02% 165 -2,567 -1.79% Q4 2025 Jan 29, 2026
Destination Wealth Management History Reduced 141,104 68,839 1.8% 1.93% 166 -5,081 -3.48% Q4 2025 Feb 13, 2026
Strategic Investment Solutions, Inc. /IL History Added to 140,778 68,776 16.54% 17.44% 167 +3,312 2.41% Q4 2025 Feb 27, 2026
BOKF, NA History Reduced 140,202 68,398 1.05% 1.03% 168 -2,770 -1.94% Q4 2025 Feb 03, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 140,010 68,305 4.31% 4.28% 169 +2,473 1.8% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Added to 139,581 68,095 0.85% 0.83% 170 +4,392 3.25% Q4 2025 Feb 05, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 138,428 67,533 5.47% 5.57% 171 -3,362 -2.37% Q4 2025 Feb 06, 2026
Magnus Financial Group LLC History Added to 138,166 67,405 5.15% 5.1% 172 +3,523 2.62% Q4 2025 Jan 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 137,601 67,187 0.12% 0.03% 173 +110,682 411.17% Q4 2025 Feb 05, 2026
DAVENPORT & Co LLC History Added to 135,982 66,340 0.35% 0.34% 174 +3,911 2.96% Q4 2025 Jan 12, 2026
COMERICA BANK History Added to 135,476 66,093 0.26% 0.24% 175 +1,307 0.97% Q4 2025 Jan 29, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 135,411 66,061 0.03% 0.04% 176 +19,158 16.48% Q4 2025 Feb 17, 2026
Affinity Capital Advisors, LLC History Added to 135,179 65,948 9.13% 9.58% 177 +6,167 4.78% Q4 2025 Jan 09, 2026
Gleason Group, Inc. History Reduced 135,137 65,927 6.46% 6.56% 178 -969 -0.71% Q4 2025 Jan 15, 2026
Partners in Financial Planning History Reduced 134,018 65,382 11.07% 11.52% 179 -4,898 -3.53% Q4 2025 Feb 02, 2026
BANK OF MONTREAL /CAN/ History Added to 133,850 65,300 0.02% 0.02% 180 +2,799 2.14% Q4 2025 Feb 12, 2026
Trust Co History Added to 132,291 64,539 6.05% 6.44% 181 +1,038 0.79% Q4 2025 Jan 15, 2026
Checchi Capital Advisers, LLC History Reduced 131,460 64,134 3.28% 3.39% 182 -4,616 -3.39% Q4 2025 Jan 27, 2026
Systematic Alpha Investments, LLC History No change 130,672 63,749 1.99% 2.06% 183 0 0.0% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 127,121 62,017 1.39% 1.58% 184 +395 0.31% Q4 2025 Feb 06, 2026
Quantum Financial Planning Services, Inc. History Added to 125,393 61,174 22.17% 23.78% 185 +2,793 2.28% Q4 2025 Jan 15, 2026
FRANKLIN RESOURCES INC History Added to 124,656 60,814 0.01% 0.01% 186 +21,549 20.9% Q4 2025 Feb 11, 2026
Strategic Investment Advisors / MI History Added to 124,581 60,777 5.26% 5.35% 187 +32,133 34.76% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 123,306 60,155 0.69% 0.88% 188 +16,568 15.52% Q4 2025 Jan 29, 2026
Connecticut Wealth Management, LLC History Reduced 123,276 60,141 2.61% 2.63% 189 -370 -0.3% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Reduced 122,440 59,733 3.36% 3.56% 190 -5,372 -4.2% Q4 2025 Feb 06, 2026
Rolek Wealth Management LLC History Added to 119,495 58,296 39.97% 42.35% 191 +1,891 1.61% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 119,316 58,209 1.14% 0.74% 192 +77,940 188.37% Q4 2025 Feb 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 118,818 57,966 1.39% 1.43% 193 -1,983 -1.64% Q4 2025 Feb 03, 2026
Grey Fox Wealth Advisors, LLC History Reduced 118,405 57,765 11.82% 11.84% 194 -2,530 -2.09% Q4 2025 Feb 12, 2026
PFG Advisors History Reduced 117,736 57,438 2.79% 2.72% 195 -20,541 -14.85% Q4 2025 Jan 27, 2026
SP Asset Management LLC History Reduced 115,844 56,515 4.47% 4.41% 196 -54 -0.05% Q4 2025 Jan 28, 2026
MAI Capital Management History Added to 114,772 55,992 0.32% 0.33% 197 +5,960 5.48% Q4 2025 Feb 13, 2026
Chaney Capital Management, Inc. History Reduced 113,332 55,290 19.08% 19.59% 198 -1,816 -1.58% Q4 2025 Jan 27, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 113,197 55,224 0.85% 0.9% 199 +10,164 9.86% Q4 2025 Feb 17, 2026
M&T BANK CORP History Added to 113,131 55,192 0.18% 0.18% 200 +3,793 3.47% Q4 2025 Jan 30, 2026
GOLDEN ROAD ADVISORS LLC History Added to 112,188 54,732 31.16% 30.08% 201 +3,815 3.52% Q4 2025 Feb 02, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 112,136 54,706 3.27% 3.03% 202 +3,322 3.05% Q4 2025 Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 111,967 54,624 0.72% 0.8% 203 -3,096 -2.69% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 110,289 53,805 0.11% 0.1% 204 +31,955 40.79% Q4 2025 Feb 17, 2026
Summit Financial Wealth Advisors, LLC History Reduced 110,018 53,673 7.68% 8.41% 205 -2,572 -2.28% Q4 2025 Jan 27, 2026
TL Private Wealth History Reduced 108,682 53,365 20.54% 21.2% 206 -1,530 -1.39% Q4 2025 Jan 12, 2026
American Trust History Added to 108,857 53,106 4.46% 4.04% 207 +9,106 9.13% Q4 2025 Feb 17, 2026
Wealth Analytics Partners, LLC History New 107,670 52,527 20.6% 208 +107,670 New Q4 2025 Feb 17, 2026
Fee-Only Financial Planning, L.C. History Reduced 107,003 52,202 30.43% 30.56% 209 -2,199 -2.01% Q4 2025 Jan 26, 2026
MBM WEALTH CONSULTANTS, LLC History Reduced 105,757 51,594 12.27% 12.71% 210 -981 -0.92% Q4 2025 Jan 26, 2026
CFS Investment Advisory Services, LLC History Reduced 105,736 51,584 3.77% 3.86% 211 -506 -0.48% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 105,173 51,309 0.11% 0.12% 212 +1,719 1.66% Q4 2025 Jan 30, 2026
Bishop & Co Investment Management, LLC History Reduced 102,981 50,240 16.64% 16.62% 213 -636 -0.61% Q4 2025 Jan 21, 2026
Dodds Wealth, LLC History Reduced 102,781 50,142 12.3% 12.47% 214 -2,191 -2.09% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Added to 102,530 50,021 0.07% 0.04% 215 +31,076 43.49% Q4 2025 Feb 13, 2026
Rise Advisors, LLC History Added to 101,388 49,463 17.64% 15.76% 216 +9,789 10.69% Q4 2025 Feb 11, 2026
Jacobsen Capital Management History Reduced 101,169 49,356 16.12% 16.5% 217 -366 -0.36% Q4 2025 Jan 26, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 100,995 49,271 1.56% 1.54% 218 +2,478 2.52% Q4 2025 Jan 30, 2026
Strata Wealth Advisors, LLC History Reduced 99,767 48,672 13.54% 13.39% 219 -5,975 -5.65% Q4 2025 Feb 12, 2026
Cornerstone Wealth Advisors, Inc. History Added to 99,655 48,617 11.31% 11.5% 220 +608 0.61% Q4 2025 Jan 14, 2026
Duncan Williams Asset Management, LLC History Added to 102,995 48,136 11.96% 13.68% 221 +1,596 1.57% Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 98,543 48,075 0.85% 0.59% 222 +43,184 78.01% Q4 2025 Feb 06, 2026
Root Financial Partners, LLC History Added to 98,538 48,072 2.46% 2.21% 223 +23,734 31.73% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Added to 97,191 47,415 0.85% 0.88% 224 +6,952 7.7% Q4 2025 Jan 16, 2026
Global Strategic Investment Solutions, LLC History Reduced 97,092 47,367 4.63% 4.66% 225 -178 -0.18% Q4 2025 Jan 29, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 96,781 47,215 20.23% 19.75% 226 +2,865 3.05% Q4 2025 Feb 05, 2026
First Pacific Financial History Reduced 95,394 46,539 6.08% 6.44% 227 -1,259 -1.3% Q4 2025 Jan 16, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 95,335 46,510 8.4% 7.72% 228 +5,894 6.59% Q4 2025 Jan 16, 2026
Ocean Park Asset Management, LLC History Added to 94,697 46,198 2.17% 1.46% 229 +20,749 28.06% Q4 2025 Jan 15, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 98,009 45,926 6.56% 7.26% 230 +8,051 8.95% Q4 2025 Feb 11, 2026
FIRST HORIZON CORP History Added to 94,103 45,909 2.05% 1.97% 231 +6,532 7.46% Q4 2025 Jan 27, 2026
JNBA Financial Advisors History Reduced 94,079 45,897 4.01% 4.12% 232 -487 -0.51% Q4 2025 Jan 26, 2026
Certified Advisory Corp History Added to 93,213 45,474 4.14% 4.22% 233 +602 0.65% Q4 2025 Jan 12, 2026
Gotham Asset Management, LLC History Added to 92,450 45,102 0.16% 0.17% 234 +9,550 11.52% Q4 2025 Feb 17, 2026
Black Diamond Financial, LLC History Reduced 91,970 44,868 4.73% 5.04% 235 -1,846 -1.97% Q4 2025 Feb 03, 2026
GenWealth Group, Inc. History Added to 91,201 44,709 7.62% 7.87% 236 +3,044 3.45% Q4 2025 Jan 12, 2026
OpenArc Corporate Advisory, LLC History New 91,484 44,631 0.74% 237 +91,484 New Q4 2025 Feb 13, 2026
Wolff Financial Management LLC History Added to 91,456 44,617 10.03% 10.14% 238 +422 0.46% Q4 2025 Feb 06, 2026
IEQ CAPITAL, LLC History Reduced 91,365 44,573 0.13% 0.14% 239 -2,737 -2.91% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Reduced 90,923 44,357 0.25% 0.28% 240 -1,989 -2.14% Q4 2025 Jan 26, 2026
TRITONPOINT WEALTH, LLC History Reduced 90,782 44,288 4.49% 3.8% 241 -1,555 -1.68% Q4 2025 Jan 20, 2026
Strategic Blueprint, LLC History Reduced 89,331 43,580 2.57% 1.89% 242 -1,103 -1.22% Q4 2025 Jan 30, 2026
Savant Capital, LLC History Reduced 89,129 43,482 0.25% 0.69% 243 -147,978 -62.41% Q4 2025 Feb 10, 2026
Destiny Wealth Partners, LLC History Added to 89,310 43,474 4.99% 4.91% 244 +5,685 6.8% Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History Added to 88,670 43,258 0.88% 0.96% 245 +2,309 2.67% Q4 2025 Feb 03, 2026
Wealth Management Strategies, Inc. History Added to 87,465 42,670 19.65% 19.6% 246 +4,950 6.0% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Reduced 86,464 42,182 1.95% 1.95% 247 -1,580 -1.79% Q4 2025 Feb 17, 2026
Sandbox Financial Partners, LLC History Added to 86,195 42,050 11.64% 11.37% 248 +3,408 4.12% Q4 2025 Jan 07, 2026
Newton One Investments LLC History Reduced 85,702 41,810 12.33% 12.53% 249 -2,526 -2.86% Q4 2025 Jan 23, 2026
NWAM LLC History Reduced 85,751 41,790 2.33% 2.3% 250 -2,364 -2.68% Q4 2025 Feb 04, 2026
GoalVest Advisory LLC History Added to 84,385 41,168 7.89% 8.12% 251 +4,560 5.71% Q4 2025 Jan 05, 2026
FWG Holdings, LLC History No change 81,284 40,988 15.56% 17.69% 252 0 0.0% Q4 2025 Feb 02, 2026
Scott Capital Advisors, LLC History Reduced 83,059 40,521 8.98% 9.26% 253 -959 -1.14% Q4 2025 Jan 12, 2026
Stratos Investment Management, LLC History Reduced 82,474 40,236 1.61% 1.65% 254 -1,001 -1.2% Q4 2025 Jan 20, 2026
Dougherty Wealth Advisers LLC History Reduced 81,561 39,790 22.49% 25.76% 255 -1,797 -2.16% Q4 2025 Jan 29, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 80,658 39,350 2.57% 2.68% 256 -1,032 -1.26% Q4 2025 Jan 23, 2026
Beacon Capital Management, LLC History Reduced 80,407 39,227 6.08% 5.78% 257 -4,435 -5.23% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 79,659 38,862 0.01% 0.01% 258 -12,387 -13.46% Q4 2025 Feb 12, 2026
American Investment Services, Inc. History Reduced 79,205 38,640 8.97% 9.19% 259 -576 -0.72% Q4 2025 Feb 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 79,105 38,593 4.72% 4.79% 260 +1,708 2.21% Q4 2025 Jan 07, 2026
Marble Wealth, LLC History New 78,323 38,210 5.31% 261 +78,323 New Q4 2025 Feb 10, 2026
Joel Isaacson & Co., LLC History Added to 78,164 38,133 1.26% 1.35% 262 +191 0.24% Q4 2025 Jan 30, 2026
HARBOUR INVESTMENTS, INC. History Added to 77,250 37,687 0.76% 0.77% 263 +6,089 8.56% Q4 2025 Feb 09, 2026
TD Capital Management LLC History Reduced 77,079 37,603 3.34% 3.35% 264 -478 -0.62% Q4 2025 Feb 26, 2026
HB Wealth Management, LLC History Reduced 76,627 37,383 0.24% 0.25% 265 -841 -1.09% Q4 2025 Jan 28, 2026
Compound Planning, Inc. History Reduced 76,108 37,129 1.09% 1.25% 266 -4,312 -5.36% Q4 2025 Feb 19, 2026
McNamara Financial Services, Inc. History Added to 76,072 37,112 7.04% 0.13% 267 +74,642 5219.72% Q4 2025 Jan 21, 2026
Pure Financial Advisors, LLC History Added to 75,837 36,997 6.73% 0.58% 268 +393 0.52% Q4 2025 Mar 04, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 75,755 36,957 13.43% 14.43% 269 -3,084 -3.91% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Added to 75,453 36,810 0.0% 0.0% 270 +58,297 339.81% Q4 2025 Feb 12, 2026
Arcadia Wealth Management, LLC History Added to 75,435 36,801 13.69% 12.99% 271 +7,128 10.44% Q4 2025 Feb 03, 2026
Prospera Financial Services Inc History Added to 74,235 36,242 0.59% 0.6% 272 +987 1.35% Q4 2025 Feb 09, 2026
Retirement Planning Group, LLC History Reduced 74,036 36,119 1.19% 1.4% 273 -9,763 -11.65% Q4 2025 Feb 03, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 73,738 35,973 5.08% 5.42% 274 -653 -0.88% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 73,718 35,964 0.51% 0.47% 275 +6,299 9.34% Q4 2025 Feb 17, 2026
Alpine Bank Wealth Management History Reduced 73,627 35,919 5.08% 5.01% 276 -599 -0.81% Q4 2025 Jan 15, 2026
AIRE ADVISORS, LLC History Reduced 73,520 35,867 6.56% 6.48% 277 -918 -1.23% Q4 2025 Feb 17, 2026
ANDERSON HOAGLAND & CO History Reduced 73,181 35,702 3.07% 3.23% 278 -1,787 -2.38% Q4 2025 Jan 05, 2026
Karpus Management, Inc. History Added to 72,958 35,593 1.09% 1.09% 279 +1,155 1.61% Q4 2025 Feb 17, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 72,250 35,247 9.24% 9.9% 280 -3,077 -4.08% Q4 2025 Feb 06, 2026
Evolution Advisers, Inc. History Added to 71,017 34,646 15.0% 15.05% 281 +1,536 2.21% Q4 2025 Jan 23, 2026
Bragg Financial Advisors, Inc History Added to 70,951 34,614 1.13% 1.06% 282 +4,410 6.63% Q4 2025 Feb 13, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 70,041 34,170 9.64% 9.78% 283 +255 0.37% Q4 2025 Jan 23, 2026
Tilson Financial Group, Inc. History Added to 69,625 33,967 10.45% 10.88% 284 +614 0.89% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Added to 69,454 33,883 0.49% 0.39% 285 +16,695 31.64% Q4 2025 Feb 09, 2026
CoreCap Advisors, LLC History Reduced 69,423 33,868 1.18% 1.22% 286 -543 -0.78% Q4 2025 Jan 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 68,531 33,438 0.69% 0.8% 287 -24,821 -26.59% Q4 2025 Feb 05, 2026
Blankinship & Foster, LLC History Reduced 68,535 33,435 7.23% 7.36% 288 -1,612 -2.3% Q4 2025 Jan 23, 2026
Penserra Capital Management LLC History Reduced 67,949 33,149 0.39% 0.54% 289 -25,857 -27.56% Q4 2025 Feb 12, 2026
EVERETT HARRIS & CO /CA/ History Added to 67,839 33,095 0.4% 0.4% 290 +816 1.22% Q4 2025 Feb 11, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Reduced 67,467 32,914 14.78% 15.84% 291 -1,435 -2.08% Q4 2025 Jan 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 67,117 32,743 0.63% 0.65% 292 -303 -0.45% Q4 2025 Feb 12, 2026
Brookwood Investment Group LLC History Added to 66,997 32,684 3.92% 4.01% 293 +2,230 3.44% Q4 2025 Jan 22, 2026
DeDora Capital, Inc. History Reduced 66,806 32,592 7.71% 8.1% 294 -3,146 -4.5% Q4 2025 Jan 22, 2026
Belpointe Asset Management LLC History Added to 66,770 32,575 1.18% 1.18% 295 +2,236 3.46% Q4 2025 Jan 27, 2026
Meridian Wealth Management, LLC History Reduced 66,450 32,418 1.14% 1.26% 296 -2,662 -3.85% Q4 2025 Feb 04, 2026
R. W. Roge & Company, Inc. History Reduced 66,043 32,219 15.92% 16.43% 297 -784 -1.17% Q4 2025 Jan 23, 2026
Marmo Financial Group, LLC History Reduced 65,993 32,195 15.24% 15.41% 298 -347 -0.52% Q4 2025 Feb 03, 2026
Crews Bank & Trust History Added to 65,500 31,954 4.57% 4.41% 299 +2,683 4.27% Q4 2025 Jan 21, 2026
DAGCO, INC. History Added to 64,763 31,595 7.3% 7.58% 300 +1,879 2.99% Q4 2025 Jan 08, 2026
Ellis Investment Partners, LLC History Added to 64,683 31,556 5.5% 5.52% 301 +1,003 1.58% Q4 2025 Feb 02, 2026
Parker Financial LLC History Reduced 64,453 31,444 12.75% 12.83% 302 -753 -1.15% Q4 2025 Feb 03, 2026
Trek Financial, LLC History Reduced 64,262 31,350 1.82% 2.15% 303 -11,002 -14.62% Q4 2025 Feb 04, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 64,050 31,247 0.67% 0.72% 304 -2,460 -3.7% Q4 2025 Feb 05, 2026
WARNER FINANCIAL, INC History Added to 63,645 31,050 10.78% 11.39% 305 +76 0.12% Q4 2025 Jan 21, 2026
Carter Financial, LLC History New 63,613 31,034 27.38% 306 +63,613 New Q4 2025 Mar 17, 2026
Cannon Financial Strategists, Inc. History Reduced 63,551 31,004 4.31% 4.45% 307 -1,340 -2.07% Q4 2025 Feb 04, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 63,346 30,904 1.63% 0.85% 308 +34,964 123.19% Q4 2025 Jan 26, 2026
Sovereign Financial Group, Inc. History Added to 63,254 30,859 5.32% 5.54% 309 +1,567 2.54% Q4 2025 Jan 07, 2026
BlueStem Wealth Partners, LLC History Reduced 62,886 30,679 3.39% 13.78% 310 -188,082 -74.94% Q4 2025 Feb 06, 2026
Towerpoint Wealth, LLC History Reduced 62,533 30,507 12.08% 12.38% 311 -548 -0.87% Q4 2025 Jan 15, 2026
REAP Financial Group, LLC History Added to 61,971 30,233 6.14% 5.98% 312 +4,613 8.04% Q4 2025 Feb 10, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 61,809 30,154 8.75% 8.93% 313 -298 -0.48% Q4 2025 Jan 08, 2026
Waterford Advisors, LLC History Reduced 61,689 30,095 11.76% 10.74% 314 -3,095 -4.78% Q4 2025 Feb 20, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Reduced 61,594 30,049 9.7% 10.83% 315 -3,286 -5.06% Q4 2025 Feb 02, 2026
Taylor Financial Group, Inc. History Reduced 61,350 29,930 17.59% 17.09% 316 -589 -0.95% Q4 2025 Feb 06, 2026
Stratos Wealth Partners, LTD. History Added to 60,886 29,704 0.34% 0.32% 317 +3,469 6.04% Q4 2025 Jan 20, 2026
COMMERCE BANK History Added to 60,632 29,579 0.16% 0.15% 318 +3,699 6.5% Q4 2025 Feb 13, 2026
Wealth Alliance Advisory Group, LLC History Added to 60,189 29,363 5.03% 5.17% 319 +473 0.79% Q4 2025 Jan 29, 2026
BTC Capital Management, Inc. History Reduced 59,784 29,166 2.03% 1.99% 320 -146 -0.24% Q4 2025 Jan 15, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 59,628 29,090 14.11% 13.53% 321 +1,158 1.98% Q4 2025 Feb 13, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 59,533 29,043 3.02% 2.99% 322 +109 0.18% Q4 2025 Feb 12, 2026
Investment Advisory Group, LLC History Added to 59,286 28,923 7.44% 7.48% 323 +1,966 3.43% Q4 2025 Jan 23, 2026
VeraBank, N.A. History Added to 59,057 28,811 5.24% 5.17% 324 +1,390 2.41% Q4 2025 Feb 11, 2026
Francis Financial, Inc. History Added to 58,682 28,628 5.59% 4.83% 325 +2,015 3.56% Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Reduced 58,498 28,539 0.34% 0.28% 326 -6,359 -9.8% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 58,353 28,468 0.31% 0.16% 327 +35,913 160.04% Q4 2025 Jan 23, 2026
Beaumont Financial Advisors, LLC History Reduced 58,267 28,426 1.87% 1.89% 328 -574 -0.98% Q4 2025 Jan 16, 2026
United Financial Planning Group LLC History Reduced 58,192 28,389 17.22% 18.48% 329 -3,035 -4.96% Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 56,817 27,718 0.62% 0.66% 330 -1,105 -1.91% Q4 2025 Jan 27, 2026
Veery Capital, LLC History Added to 56,628 27,626 8.48% 8.49% 331 +548 0.98% Q4 2025 Jan 27, 2026
Clayton Financial Group LLC History Added to 56,512 27,569 14.06% 18.2% 332 +4,575 8.81% Q4 2025 Jan 21, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 56,369 27,500 1.73% 1.8% 333 +599 1.07% Q4 2025 Feb 06, 2026
Krilogy Financial LLC History Reduced 56,417 27,462 0.93% 1.06% 334 -576 -1.01% Q4 2025 Jan 27, 2026
BEACON FINANCIAL GROUP History New 55,904 27,273 2.71% 335 +55,904 New Q4 2025 Apr 01, 2026
Trust Co of the South History Added to 55,781 27,214 4.38% 4.37% 336 +907 1.65% Q4 2025 Jan 05, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 55,745 27,195 0.51% 0.58% 337 -4,691 -7.76% Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 55,169 26,914 0.44% 0.26% 338 +28,957 110.47% Q4 2025 Mar 12, 2026
Hiley Hunt Wealth Management History Reduced 54,796 26,732 11.96% 13.25% 339 -3,908 -6.66% Q4 2025 Jan 06, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 54,705 26,688 21.17% 21.74% 340 -2,057 -3.62% Q4 2025 Jan 16, 2026
ACORN CREEK CAPITAL LLC History Added to 54,569 26,622 9.57% 9.78% 341 +541 1.0% Q4 2025 Feb 02, 2026
25 LLC History Added to 54,499 26,588 8.44% 7.62% 342 +7,814 16.74% Q4 2025 Jan 15, 2026
Berkshire Money Management, Inc. History Added to 54,479 26,578 2.54% 2.62% 343 +1,475 2.78% Q4 2025 Jan 27, 2026
J.W. COLE ADVISORS, INC. History Added to 121,365 26,494 0.64% 1.11% 344 +409 0.34% Q4 2025 Feb 11, 2026
Dakota Wealth Management History Added to 54,294 26,487 0.47% 0.45% 345 +8,120 17.59% Q4 2025 Jan 13, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 53,989 26,339 16.11% 15.88% 346 +1,670 3.19% Q4 2025 Jan 15, 2026
OPPENHEIMER & CO INC History Reduced 53,574 26,136 0.37% 0.37% 347 -10,131 -15.9% Q4 2025 Feb 02, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Added to 52,950 25,832 10.14% 9.99% 348 +715 1.37% Q4 2025 Jan 30, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 52,211 25,471 3.76% 4.12% 349 -3,724 -6.66% Q4 2025 Feb 03, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 52,000 25,368 0.07% 0.08% 350 -2,000 -3.7% Q4 2025 Jan 26, 2026
LVW Advisors, LLC History Reduced 51,904 25,321 2.57% 2.99% 351 -9,057 -14.86% Q4 2025 Jan 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 51,359 25,055 7.29% 7.91% 352 +1,310 2.62% Q4 2025 Feb 11, 2026
ASSOCIATED BANC-CORP History Reduced 50,946 24,854 0.64% 0.66% 353 -1,410 -2.69% Q4 2025 Feb 06, 2026
Zhang Financial LLC History Added to 50,797 24,781 0.92% 0.69% 354 +15,555 44.14% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 50,408 24,592 0.79% 0.25% 355 +39,128 346.88% Q4 2025 Jan 20, 2026
Advantage Trust Co History Added to 50,322 24,550 11.06% 10.73% 356 +792 1.6% Q4 2025 Jan 29, 2026
Regal Investment Advisors LLC History Added to 50,018 24,401 1.46% 1.52% 357 +1,268 2.6% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 49,833 24,311 1.29% 1.2% 358 +5,733 13.0% Q4 2025 Jan 20, 2026
LaSalle St. Investment Advisors, LLC History Added to 49,743 24,267 3.91% 3.5% 359 +8,984 22.04% Q4 2025 Feb 17, 2026
Whitegate Investment Counselors, Inc. History Reduced 49,730 24,261 7.58% 8.01% 360 -993 -1.96% Q4 2025 Feb 10, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 49,504 24,151 1.0% 0.95% 361 +3,299 7.14% Q4 2025 Feb 13, 2026
Arista Wealth Management, LLC History No change 49,193 23,999 2.95% 2.94% 362 0 0.0% Q4 2025 Feb 09, 2026
Peterson Wealth Services History Added to 48,904 23,858 6.1% 6.98% 363 +46,641 2061.03% Q4 2025 Feb 12, 2026
Noble Family Wealth, LLC History Added to 48,711 23,764 5.01% 5.03% 364 +1,179 2.48% Q4 2025 Jan 07, 2026
Piedmont Capital Management, LLC History Added to 48,641 23,730 12.11% 12.29% 365 +192 0.4% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 48,578 23,699 0.23% 0.22% 366 +3,365 7.44% Q4 2025 Feb 13, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 48,360 23,593 3.4% 3.08% 367 +4,450 10.13% Q4 2025 Feb 06, 2026
IAG Wealth Partners, LLC History Reduced 48,355 23,590 2.73% 2.81% 368 -456 -0.93% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Reduced 48,109 23,470 0.02% 0.02% 369 -1,912 -3.82% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 47,918 23,377 0.52% 0.17% 370 +37,099 342.91% Q4 2025 Feb 05, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 47,749 23,294 3.62% 3.74% 371 -1,405 -2.86% Q4 2025 Jan 23, 2026
INTEGRATED WEALTHCARE, LLC History New 47,626 23,234 19.54% 372 +47,626 New Q4 2025 Jan 23, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 47,530 23,196 2.07% 2.35% 373 -262 -0.55% Q4 2025 Jan 30, 2026
Warwick Investment Management, Inc. History Added to 47,204 23,029 3.55% 2.58% 374 +16,194 52.22% Q4 2025 Jan 15, 2026
Atlantic Union Bankshares Corp History Added to 47,132 22,993 0.43% 0.4% 375 +3,187 7.25% Q4 2025 Feb 04, 2026
Arkadios Wealth Advisors History Added to 47,065 22,961 0.45% 0.33% 376 +18,463 64.55% Q4 2025 Feb 13, 2026
Legacy Edge Advisors, LLC History New 46,722 22,793 2.5% 377 +46,722 New Q4 2025 Feb 02, 2026
Bay Harbor Wealth Management, LLC History Reduced 46,717 22,791 5.95% 6.16% 378 -786 -1.65% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History Reduced 46,693 22,779 0.43% 0.61% 379 -14,465 -23.65% Q4 2025 Feb 03, 2026
Prosperity Planning, Inc. History Added to 46,671 22,768 5.96% 6.04% 380 +19 0.04% Q4 2025 Jan 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 46,669 22,767 0.13% 0.12% 381 +2,313 5.21% Q4 2025 Feb 11, 2026
Oak Root LLC History Reduced 46,470 22,670 2.74% 2.73% 382 -2,596 -5.29% Q4 2025 Jan 16, 2026
VestGen Advisors, LLC History Reduced 46,443 22,657 0.96% 0.78% 383 -2,650 -5.4% Q4 2025 Feb 17, 2026
IVC Wealth Advisors LLC History Reduced 46,428 22,650 9.85% 10.03% 384 -349 -0.75% Q4 2025 Jan 16, 2026
Rochester Wealth Strategies, LLC History Added to 46,356 22,615 14.2% 14.47% 385 +239 0.52% Q4 2025 Jan 15, 2026
B&D White Capital Company, LLC History Reduced 46,259 22,567 2.61% 3.32% 386 -7,856 -14.52% Q4 2025 Feb 13, 2026
Regent Peak Wealth Advisors LLC History Reduced 45,851 22,368 4.41% 4.42% 387 -164 -0.36% Q4 2025 Jan 08, 2026
O'Brien Wealth Partners LLC History Reduced 45,530 22,212 2.94% 3.0% 388 -617 -1.34% Q4 2025 Jan 22, 2026
SAPIENT CAPITAL LLC History Added to 45,085 22,167 0.31% 0.28% 389 +6,444 16.68% Q4 2025 Feb 05, 2026
MONECO ADVISORS, LLC History Reduced 45,220 22,060 1.75% 1.84% 390 -614 -1.34% Q4 2025 Feb 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 45,063 21,984 3.7% 391 +45,063 New Q4 2025 Feb 12, 2026
STAGE HARBOR FINANCIAL, LLC History Added to 44,540 21,729 14.65% 15.34% 392 +829 1.9% Q4 2025 Feb 17, 2026
NORTHSTAR ASSET MANAGEMENT Co History Added to 44,411 21,666 4.6% 4.48% 393 +917 2.11% Q4 2025 Jan 27, 2026
One Capital Management, LLC History Added to 44,408 21,665 0.65% 0.6% 394 +4,947 12.54% Q4 2025 Feb 10, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 44,376 21,649 3.91% 3.87% 395 +1,548 3.61% Q4 2025 Jan 14, 2026
Smartleaf Asset Management LLC History Added to 43,997 21,632 0.82% 0.51% 396 +26,603 152.94% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History Added to 44,264 21,594 0.76% 0.96% 397 +3,706 9.14% Q4 2025 Jan 21, 2026
Leeward Financial Partners, LLC History Reduced 43,860 21,397 6.01% 6.27% 398 -2,062 -4.49% Q4 2025 Feb 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 43,711 21,324 4.8% 5.04% 399 -1,043 -2.33% Q4 2025 Jan 12, 2026
Werba Rubin Papier Wealth Management History Added to 43,375 21,160 5.73% 3.28% 400 +1,048 2.48% Q4 2025 Jan 27, 2026
Pinion Investment Advisors, LLC History Added to 43,162 21,056 5.14% 5.66% 401 +842 1.99% Q4 2025 Jan 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 42,949 20,952 1.23% 1.31% 402 +2,758 6.86% Q4 2025 Feb 10, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 42,854 20,906 4.74% 5.05% 403 -442 -1.02% Q4 2025 Jan 26, 2026
Olistico Wealth, LLC History Added to 42,604 20,784 10.14% 10.77% 404 +124 0.29% Q4 2025 Jan 13, 2026
Impact Partnership Wealth, LLC History Added to 42,397 20,683 2.65% 2.8% 405 +3,149 8.02% Q4 2025 Feb 10, 2026
Prime Capital Investment Advisors, LLC History Added to 42,275 20,624 0.25% 0.25% 406 +526 1.26% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Added to 41,799 20,392 0.03% 0.03% 407 +1,614 4.02% Q4 2025 Feb 12, 2026
Cornerstone Advisory, LLC History Added to 41,656 20,322 1.94% 1.82% 408 +3,026 7.83% Q4 2025 Jan 28, 2026
ROMANO BROTHERS AND COMPANY History Added to 41,648 20,318 2.31% 2.21% 409 +1,282 3.18% Q4 2025 Jan 14, 2026
Aspire Private Capital, LLC History Reduced 41,596 20,292 4.51% 4.47% 410 -4,832 -10.41% Q4 2025 Jan 16, 2026
Milestone Investment Advisors LLC History Reduced 41,415 20,204 4.89% 5.01% 411 -655 -1.56% Q4 2025 Feb 11, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 41,279 20,138 2.25% 2.44% 412 -2,566 -5.85% Q4 2025 Jan 08, 2026
GILL CAPITAL PARTNERS, LLC History Reduced 41,267 20,132 6.1% 6.15% 413 -723 -1.72% Q4 2025 Feb 10, 2026
Synergy Investment Management, LLC History Reduced 41,260 20,129 7.13% 7.81% 414 -1,360 -3.19% Q4 2025 Feb 06, 2026
Apella Capital, LLC History Reduced 41,003 20,003 0.4% 0.44% 415 -897 -2.14% Q4 2025 Jan 21, 2026
Curran Financial Partners, LLC History Added to 40,791 19,900 3.78% 3.41% 416 +4,876 13.58% Q4 2025 Jan 22, 2026
Onyx Bridge Wealth Group LLC History Added to 40,590 19,802 2.11% 2.09% 417 +423 1.05% Q4 2025 Feb 18, 2026
Focus Partners Advisor Solutions, LLC History Added to 40,581 19,798 0.24% 0.21% 418 +3,055 8.14% Q4 2025 Feb 11, 2026
Aries Wealth Management History Added to 40,491 19,753 4.37% 4.31% 419 +2,474 6.51% Q4 2025 Jan 30, 2026
StoneX Group Inc. History Reduced 40,199 19,690 0.85% 0.85% 420 -635 -1.56% Q4 2025 Feb 12, 2026
Heartwood Wealth Advisors LLC History Added to 40,345 19,682 1.81% 1.78% 421 +487 1.22% Q4 2025 Jan 12, 2026
Texas Yale Capital Corp. History Added to 40,315 19,668 0.6% 0.41% 422 +12,910 47.11% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 40,061 19,543 0.47% 0.39% 423 +7,615 23.47% Q4 2025 Feb 17, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 39,875 19,453 9.87% 9.86% 424 +1,115 2.88% Q4 2025 Feb 17, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 39,722 19,378 5.1% 9.29% 425 -29,266 -42.42% Q4 2025 Feb 06, 2026
Tidal Investments LLC History Added to 39,679 19,357 0.05% 0.01% 426 +25,772 185.32% Q4 2025 Feb 13, 2026
Enclave Advisors LLC History Added to 39,547 19,293 2.73% 2.72% 427 +2,462 6.64% Q4 2025 Jan 14, 2026
Silicon Valley Capital Partners History Added to 39,540 19,290 1.76% 1.75% 428 +770 1.99% Q4 2025 Feb 13, 2026
Ausdal Financial Partners, Inc. History Reduced 39,307 19,176 0.89% 0.94% 429 -1,098 -2.72% Q4 2025 Feb 13, 2026
Systelligence, LLC History Added to 39,222 19,134 3.64% 3.44% 430 +1,385 3.66% Q4 2025 Jan 22, 2026
CORA CAPITAL ADVISORS LLC History Added to 39,164 19,106 7.44% 7.73% 431 +1,274 3.36% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Added to 39,090 19,070 0.22% 0.28% 432 +234 0.6% Q4 2025 Feb 03, 2026
SCS Capital Management LLC History Reduced 39,049 19,050 0.2% 0.21% 433 -1,580 -3.89% Q4 2025 Feb 10, 2026
VVR Holdings LLC History New 39,036 19,043 9.9% 434 +39,036 New Q4 2025 Feb 11, 2026
Gemmer Asset Management LLC History Added to 38,764 18,911 1.46% 1.39% 435 +2,921 8.15% Q4 2025 Jan 23, 2026
FC Advisory LLC History Reduced 38,659 18,860 5.42% 5.54% 436 -832 -2.11% Q4 2025 Jan 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 38,624 18,843 0.49% 0.69% 437 -8,625 -18.25% Q4 2025 Feb 02, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 38,345 18,706 1.51% 1.58% 438 +656 1.74% Q4 2025 Feb 12, 2026
Quotient Wealth Partners, LLC History Reduced 38,332 18,700 0.5% 0.51% 439 -288 -0.75% Q4 2025 Jan 22, 2026
Koshinski Asset Management, Inc. History Added to 38,052 18,563 1.2% 1.21% 440 +429 1.14% Q4 2025 Feb 03, 2026
Eagle Strategies LLC History Reduced 38,034 18,555 2.37% 2.47% 441 -491 -1.27% Q4 2025 Jan 23, 2026
Topel & Distasi Wealth Management, LLC History Reduced 37,974 18,526 9.05% 9.83% 442 -3,565 -8.58% Q4 2025 Feb 09, 2026
Falcon Wealth Planning History Reduced 37,811 18,446 1.55% 1.67% 443 -945 -2.44% Q4 2025 Feb 03, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 37,589 18,338 0.25% 0.25% 444 -7 -0.02% Q4 2025 Jan 30, 2026
Cyndeo Wealth Partners, LLC History Reduced 37,526 18,307 0.99% 1.04% 445 -1,373 -3.53% Q4 2025 Jan 07, 2026
NOVEM GROUP History Added to 37,426 18,258 2.1% 2.05% 446 +895 2.45% Q4 2025 Jan 27, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 37,341 18,217 2.45% 2.39% 447 +1,719 4.83% Q4 2025 Feb 12, 2026
Archford Capital Strategies, LLC History Reduced 37,007 18,054 2.1% 2.16% 448 -802 -2.12% Q4 2025 Jan 15, 2026
LOOMIS SAYLES & CO L P History Added to 36,970 18,036 0.02% 0.0% 449 +32,331 696.94% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 36,905 18,004 0.44% 0.46% 450 +111 0.3% Q4 2025 Jan 29, 2026
GenTrust, LLC History Reduced 36,746 17,926 0.77% 0.84% 451 -1,547 -4.04% Q4 2025 Feb 02, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 36,494 17,803 2.24% 2.3% 452 -809 -2.17% Q4 2025 Feb 06, 2026
Berger Financial Group, Inc History Added to 36,241 17,680 1.02% 1.03% 453 +366 1.02% Q4 2025 Jan 27, 2026
Sowell Financial Services LLC History Reduced 36,219 17,669 0.65% 0.69% 454 -1,075 -2.88% Q4 2025 Jan 21, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 36,185 17,653 6.12% 6.48% 455 -685 -1.86% Q4 2025 Jan 27, 2026
Smith & Howard Wealth Management, LLC History Reduced 36,009 17,567 3.95% 3.99% 456 -91 -0.25% Q4 2025 Feb 03, 2026
Rodgers & Associates, LTD History Reduced 35,949 17,538 1.78% 1.78% 457 -65 -0.18% Q4 2025 Jan 22, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 35,930 17,528 7.65% 7.9% 458 +80 0.22% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Reduced 35,523 17,330 0.45% 0.47% 459 -139 -0.39% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Reduced 35,487 17,312 0.34% 0.36% 460 -177 -0.5% Q4 2025 Jan 14, 2026
Geneos Wealth Management Inc. History Added to 35,298 17,220 0.42% 0.41% 461 +1,696 5.05% Q4 2025 Jan 28, 2026
Payne Capital Management, LLC History Reduced 34,946 17,048 5.38% 5.52% 462 -822 -2.3% Q4 2025 Feb 02, 2026
Arete Wealth Advisors, LLC History Reduced 34,838 16,996 1.03% 1.11% 463 -2,201 -5.94% Q4 2025 Feb 13, 2026
Addison Advisors LLC History Reduced 34,754 16,955 3.81% 3.93% 464 -545 -1.54% Q4 2025 Feb 06, 2026
DiPaolo Financial Group, Inc. History New 34,643 16,900 17.99% 465 +34,643 New Q4 2025 Feb 24, 2026
Salomon & Ludwin, LLC History Reduced 34,474 16,837 1.49% 1.52% 466 -564 -1.61% Q4 2025 Jan 28, 2026
DDFG, Inc History Reduced 34,395 16,779 3.67% 4.1% 467 -2,608 -7.05% Q4 2025 Jan 08, 2026
Gladstone Institutional Advisory LLC History Added to 34,277 16,722 0.63% 0.57% 468 +3,347 10.82% Q4 2025 Feb 17, 2026
PCA Investment Advisory Services Inc. History Added to 33,820 16,499 5.77% 5.63% 469 +2,100 6.62% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Added to 33,714 16,447 0.35% 0.35% 470 +1,080 3.31% Q4 2025 Feb 02, 2026
One Charles Private Wealth Services, LLC History Added to 33,694 16,438 4.25% 4.05% 471 +1,525 4.74% Q4 2025 Feb 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 33,273 16,232 1.95% 2.03% 472 -2,576 -7.19% Q4 2025 Feb 13, 2026
Procyon Advisors, LLC History Reduced 33,208 16,200 0.8% 0.96% 473 -578 -1.71% Q4 2025 Jan 07, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 33,124 16,159 0.07% 0.02% 474 +21,499 184.94% Q4 2025 Feb 12, 2026
Mayfair Advisory Group, LLC History Added to 33,231 16,156 6.27% 6.33% 475 +2,470 8.03% Q4 2025 Jan 21, 2026
Horizon Family Wealth, Inc. History Reduced 32,958 16,078 8.56% 9.28% 476 -698 -2.07% Q4 2025 Feb 09, 2026
BLUELINE ADVISORS LLC History New 32,937 16,068 13.11% 477 +32,937 New Q4 2025 Feb 10, 2026
Five Pine Wealth Management History Reduced 32,669 15,937 10.22% 10.79% 478 -631 -1.89% Q4 2025 Jan 21, 2026
First Heartland Consultants, Inc. History Added to 32,539 15,874 1.2% 1.25% 479 +223 0.69% Q4 2025 Jan 09, 2026
Beirne Wealth Consulting Services, LLC History Added to 32,234 15,725 4.55% 3.71% 480 +65 0.2% Q4 2025 Jan 29, 2026
EMC Capital Management History Reduced 32,079 15,679 6.96% 9.69% 481 -10,640 -24.91% Q4 2025 Mar 09, 2026
Safir Wealth Advisors, LLC History Reduced 32,093 15,656 10.98% 11.2% 482 -964 -2.92% Q4 2025 Jan 06, 2026
Financial Connections Group, Inc. History Reduced 31,890 15,558 5.35% 5.97% 483 -30 -0.09% Q4 2025 Jan 23, 2026
Oak Harvest Investment Services History Added to 31,807 15,517 1.69% 1.67% 484 +2,014 6.76% Q4 2025 Jan 27, 2026
Midwest Trust Co History Added to 31,736 15,482 0.19% 0.18% 485 +2,527 8.65% Q4 2025 Feb 04, 2026
Apollon Wealth Management, LLC History Added to 31,569 15,401 0.27% 0.25% 486 +2,716 9.41% Q4 2025 Jan 22, 2026
Prosperity Advisers, LLC History New 31,530 15,382 12.7% 487 +31,530 New Q4 2025 Jan 23, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 31,451 15,344 3.23% 2.82% 488 +8,947 39.76% Q4 2025 Feb 13, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 31,368 15,303 4.59% 4.86% 489 -722 -2.25% Q4 2025 Jan 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 31,309 15,274 1.15% 1.13% 490 +2,832 9.94% Q4 2025 Jan 07, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 31,245 15,243 0.73% 0.75% 491 -84 -0.27% Q4 2025 Feb 10, 2026
Kathmere Capital Management, LLC History Reduced 31,158 15,200 1.02% 1.09% 492 -1,002 -3.12% Q4 2025 Jan 13, 2026
Clarius Group, LLC History Reduced 31,107 15,175 0.87% 0.9% 493 -704 -2.21% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 31,063 15,154 0.12% 0.11% 494 +4,494 16.91% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 31,057 15,151 0.55% 0.41% 495 +12,851 70.59% Q4 2025 Feb 09, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 30,895 15,088 0.45% 0.79% 496 +4,655 17.74% Q4 2025 Feb 13, 2026
SOL Capital Management CO History Added to 30,703 14,979 1.35% 1.31% 497 +295 0.97% Q4 2025 Jan 30, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Added to 30,666 14,978 7.97% 6.88% 498 +3,669 13.59% Q4 2025 Jan 06, 2026
SouthState Bank Corp History Added to 30,663 14,959 0.67% 0.67% 499 +559 1.86% Q4 2025 Feb 11, 2026
Kraft, Davis & Associates, LLC History Reduced 30,447 14,948 3.35% 3.65% 500 -461 -1.49% Q4 2025 Jan 14, 2026
Thayer Financial, L.L.C. History New 30,540 14,899 15.75% 501 +30,540 New Q4 2025 Jan 12, 2026
Great Diamond Partners, LLC History Reduced 30,323 14,793 2.85% 2.91% 502 -954 -3.05% Q4 2025 Feb 06, 2026
Thrive Wealth Management, LLC History Reduced 30,322 14,792 2.17% 2.23% 503 -490 -1.59% Q4 2025 Jan 12, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 30,292 14,778 4.91% 5.27% 504 -610 -1.97% Q4 2025 Jan 27, 2026
SWP FINANCIAL LLC History Reduced 30,165 14,716 7.38% 7.38% 505 -19 -0.06% Q4 2025 Jan 16, 2026
Financial Insights, Inc. History Reduced 30,125 14,697 4.93% 5.08% 506 -1,846 -5.77% Q4 2025 Mar 31, 2026
MCF Advisors LLC History Added to 30,042 14,656 0.81% 0.88% 507 +55 0.18% Q4 2025 Feb 11, 2026
Brooklyn Investment Group History New 29,596 14,577 0.67% 508 +29,596 New Q4 2025 Feb 12, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 29,862 14,568 2.37% 2.4% 509 -36 -0.12% Q4 2025 Jan 07, 2026
Fusion Capital, LLC History Added to 29,769 14,523 4.08% 4.26% 510 +453 1.55% Q4 2025 Feb 04, 2026
Integrity Wealth Solutions LLC History Added to 29,727 14,502 5.74% 6.3% 511 +260 0.88% Q4 2025 Feb 02, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 29,681 14,480 3.59% 3.83% 512 +36 0.12% Q4 2025 Feb 06, 2026
Richmond Investment Services, LLC History Reduced 29,170 14,236 2.46% 2.96% 513 -4,015 -12.1% Q4 2025 Feb 12, 2026
Kendall Capital Management History Added to 29,114 14,203 2.97% 2.69% 514 +4,240 17.05% Q4 2025 Jan 16, 2026
REGIONS FINANCIAL CORP History New 29,055 14,174 0.09% 515 +29,055 New Q4 2025 Jan 27, 2026
BLB&B Advisors, LLC History Added to 28,918 14,108 0.59% 0.58% 516 +1,112 4.0% Q4 2025 Jan 26, 2026
Capital Advisors, Ltd. LLC History Reduced 28,761 14,031 1.58% 1.64% 517 -1,530 -5.05% Q4 2025 Jan 21, 2026
IFG Advisory, LLC History Added to 28,647 13,975 0.61% 0.61% 518 +750 2.69% Q4 2025 Feb 10, 2026
Coastal Bridge Advisors, LLC History Added to 28,636 13,970 1.04% 0.96% 519 +2,166 8.18% Q4 2025 Feb 18, 2026
Uptown Financial Advisors LLC History Reduced 28,269 13,791 9.88% 12.31% 520 -2,887 -9.27% Q4 2025 Jan 23, 2026
Third View Private Wealth, LLC History New 28,068 13,693 1.84% 521 +28,068 New Q4 2025 Jan 23, 2026
GENTRY PRIVATE WEALTH, LLC History Added to 27,974 13,647 8.6% 8.54% 522 +2,399 9.38% Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History Reduced 27,794 13,559 0.17% 0.18% 523 -558 -1.97% Q4 2025 Feb 09, 2026
Lansing Street Advisors History Added to 27,743 13,534 3.46% 3.5% 524 +259 0.94% Q4 2025 Jan 26, 2026
NWF Advisory Services Inc. History Reduced 27,699 13,513 1.49% 1.49% 525 -670 -2.36% Q4 2025 Mar 03, 2026
Cranbrook Wealth Management, LLC History Reduced 27,541 13,436 2.65% 2.7% 526 -485 -1.73% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 27,433 13,383 0.63% 0.57% 527 -52 -0.19% Q4 2025 Jan 21, 2026
Birnam Oak Advisors, LP History No change 27,100 13,221 2.96% 2.98% 528 0 0.0% Q4 2025 Feb 17, 2026
JMG Financial Group, Ltd. History Reduced 26,912 13,129 0.37% 0.39% 529 -1,952 -6.76% Q4 2025 Feb 10, 2026
Hubbell Strickland Wealth Management, LLC History Reduced 26,886 13,116 5.28% 5.32% 530 -84 -0.31% Q4 2025 Jan 20, 2026
Compass Financial Group, Inc. (Ohio) History New 26,834 13,091 9.58% 531 +26,834 New Q4 2025 Mar 04, 2026
Facet Wealth, Inc. History Added to 26,594 13,021 0.23% 0.26% 532 +666 2.57% Q4 2025 Jan 29, 2026
Thrive Capital Management, LLC History Added to 26,684 13,018 2.9% 2.78% 533 +4,250 18.94% Q4 2025 Feb 09, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 26,561 12,958 0.11% 0.09% 534 -95 -0.36% Q4 2025 Feb 17, 2026
Ironsides Asset Advisors, LLC History Reduced 26,562 12,958 3.28% 3.29% 535 -50 -0.19% Q4 2025 Feb 12, 2026
Novak & Powell Financial Services, Inc. History Reduced 26,145 12,755 6.65% 6.74% 536 -563 -2.11% Q4 2025 Feb 10, 2026
Prostatis Group LLC History Added to 26,095 12,730 3.04% 2.83% 537 +2,533 10.75% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 25,935 12,652 0.7% 0.77% 538 -292 -1.11% Q4 2025 Feb 17, 2026
CWS Financial Advisors, LLC History Reduced 25,878 12,624 3.43% 3.46% 539 -116 -0.45% Q4 2025 Feb 06, 2026
Battery Global Advisors, LLC History Added to 234,448 12,603 5.84% 2.76% 540 +222,207 1815.27% Q4 2025 Feb 13, 2026
Hurlow Wealth Management Group, Inc. History Reduced 25,676 12,526 3.07% 3.37% 541 -1,454 -5.36% Q4 2025 Feb 17, 2026
Sage Mountain Advisors LLC History Added to 25,554 12,466 0.66% 0.7% 542 +107 0.42% Q4 2025 Jan 23, 2026
Columbia River Financial Group, LLC History Reduced 25,537 12,458 7.65% 8.39% 543 -1,910 -6.96% Q4 2025 Feb 12, 2026
FINANCIAL LIFE ADVISORS History Added to 25,519 12,449 3.84% 3.92% 544 +80 0.31% Q4 2025 Jan 30, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 25,497 12,438 4.9% 545 +25,497 New Q4 2025 Jan 15, 2026
Caprock Group, LLC History Reduced 25,465 12,423 0.26% 0.29% 547 -530 -2.04% Q4 2025 Jan 28, 2026
Segment Wealth Management, LLC History Reduced 25,466 12,423 0.72% 0.75% 546 -482 -1.86% Q4 2025 Jan 29, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 25,305 12,345 1.01% 0.95% 548 -463 -1.8% Q4 2025 Feb 17, 2026
Leo Wealth, LLC History Added to 25,291 12,335 0.89% 0.7% 549 +14,066 125.31% Q4 2025 Jan 21, 2026
Crown Wealth Group, LLC History Reduced 25,236 12,311 3.44% 4.3% 550 -4,632 -15.51% Q4 2025 Jan 28, 2026
Elevated Capital Advisors, LLC History Reduced 25,116 12,252 2.86% 3.14% 551 -1,175 -4.47% Q4 2025 Jan 27, 2026
BCS Wealth Management History Added to 24,835 12,116 1.22% 1.34% 552 +12,444 100.43% Q4 2025 Jan 26, 2026
First PREMIER Bank History Added to 24,732 12,065 2.77% 2.47% 553 +2,006 8.83% Q4 2025 Jan 23, 2026
Visionary Wealth Advisors History Added to 24,648 12,024 0.54% 0.49% 554 +2,816 12.9% Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History Reduced 24,495 11,950 1.56% 1.69% 555 -551 -2.2% Q4 2025 Jan 14, 2026
rebel Financial LLC History New 24,447 11,926 5.1% 556 +24,447 New Q4 2025 Mar 27, 2026
AGF MANAGEMENT LTD History Reduced 24,333 11,871 0.05% 0.05% 557 -672 -2.69% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Reduced 24,317 11,863 0.88% 1.06% 558 -402 -1.63% Q4 2025 Jan 28, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 24,223 11,817 0.55% 0.56% 559 +599 2.54% Q4 2025 Feb 11, 2026
Maridea Wealth Management LLC History Reduced 24,203 11,807 1.77% 2.0% 560 -2,293 -8.65% Q4 2025 Jan 08, 2026
Nabity-Jensen Investment Management Inc History Added to 24,180 11,796 7.99% 7.93% 561 +330 1.38% Q4 2025 Jan 26, 2026
Wellspring Financial Advisors, LLC History Added to 1,038,520 11,795 0.93% 0.93% 562 +3,186 0.31% Q4 2025 Feb 11, 2026
FWG Investments, LLC. History Added to 24,146 11,780 7.5% 6.24% 563 +5,163 27.2% Q4 2025 Jan 28, 2026
Ameritas Advisory Services, LLC History Added to 24,038 11,727 0.44% 0.62% 564 +4,322 21.92% Q4 2025 Feb 04, 2026
FIRST UNITED BANK & TRUST History Added to 23,931 11,674 3.73% 3.68% 565 +321 1.36% Q4 2025 Jan 21, 2026
BRIGHTON SECURITIES CORP. History Added to 23,920 11,669 5.76% 4.59% 566 +5,556 30.25% Q4 2025 Mar 06, 2026
FLOW TRADERS U.S. LLC History New 23,793 11,608 0.38% 567 +23,793 New Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Reduced 23,767 11,594 1.7% 1.72% 568 -74 -0.31% Q4 2025 Feb 10, 2026
GC Wealth Management RIA, LLC History Reduced 23,670 11,547 0.42% 0.39% 569 -1,141 -4.6% Q4 2025 Jan 30, 2026
Meramec Financial Planners, LLC History New 24,568 11,512 4.49% 570 +24,568 New Q4 2025 Feb 10, 2026
Fonville Wealth Management LLC History Added to 23,552 11,489 2.35% 2.37% 571 +1,590 7.24% Q4 2025 Jan 23, 2026
Capital Investment Advisory Services, LLC History Added to 23,385 11,408 0.81% 0.88% 572 +291 1.26% Q4 2025 Jan 21, 2026
MOKAN Wealth Management Inc. History Added to 23,372 11,401 5.06% 3.31% 573 +9,672 70.6% Q4 2025 Jan 26, 2026
Blueprint Investment Partners LLC History Added to 23,356 11,394 1.22% 1.5% 574 +1,168 5.26% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 23,347 11,390 0.21% 0.21% 575 -785 -3.25% Q4 2025 Feb 11, 2026
Peak Retirement Planning, Inc. History Added to 23,346 11,389 2.67% 2.92% 576 +1,694 7.82% Q4 2025 Feb 10, 2026
Avion Wealth History Added to 23,312 11,373 2.39% 2.05% 577 +3,378 16.95% Q4 2025 Jan 23, 2026
Cassilly Financial Group LLC History New 23,224 11,330 10.02% 578 +23,224 New Q4 2025 Jan 15, 2026
Perennial Investment Advisors, LLC History Added to 23,218 11,328 0.89% 0.91% 579 +332 1.45% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Reduced 23,215 11,325 0.67% 0.67% 580 -22 -0.09% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 23,071 11,255 0.21% 0.21% 581 +30 0.13% Q4 2025 Jan 23, 2026
Petix & Botte Co History Added to 22,958 11,200 2.54% 2.53% 582 +67 0.29% Q4 2025 Feb 05, 2026
Bath Savings Trust Co History Reduced 22,860 11,152 1.11% 1.16% 583 -1,584 -6.48% Q4 2025 Jan 12, 2026
Hofer & Associates. Inc History Added to 22,758 11,102 5.88% 6.15% 584 +365 1.63% Q4 2025 Jan 15, 2026
Smith Partners Wealth Management, LLC History New 22,688 11,068 10.18% 585 +22,688 New Q4 2025 Feb 13, 2026
Veratis Advisors, Inc. History New 24,081 11,034 8.73% 586 +24,081 New Q4 2025 Feb 18, 2026
PARK AVENUE SECURITIES LLC History Reduced 22,613 11,032 0.09% 0.09% 587 -796 -3.4% Q4 2025 Jan 05, 2026
VSM Wealth Advisory, LLC History Added to 22,538 10,995 3.3% 3.28% 588 +550 2.5% Q4 2025 Feb 06, 2026
Ted Buchan & Co History Added to 22,494 10,974 4.03% 3.93% 589 +1,568 7.49% Q4 2025 Feb 11, 2026
Intergy Private Wealth, LLC History Added to 22,334 10,895 3.29% 3.31% 590 +241 1.09% Q4 2025 Jan 22, 2026
Woodside Wealth Management LLC History Added to 22,293 10,875 8.12% 8.31% 591 +318 1.45% Q4 2025 Jan 30, 2026
Agate Pass Investment Management, LLC History Added to 22,237 10,848 4.03% 3.57% 592 +2,653 13.55% Q4 2025 Jan 08, 2026
ERn Financial, LLC History Reduced 22,224 10,842 2.04% 2.13% 593 -264 -1.17% Q4 2025 Jan 15, 2026
Mustard Seed Financial, LLC History Added to 22,198 10,829 6.81% 6.55% 594 +964 4.54% Q4 2025 Jan 23, 2026
Essex Financial Services, Inc. History Added to 22,165 10,813 0.62% 0.6% 595 +1,100 5.22% Q4 2025 Feb 10, 2026
Register Financial Advisors LLC History Added to 22,083 10,773 4.19% 4.13% 596 +188 0.86% Q4 2025 Jan 21, 2026
Sightline Wealth Advisors, LLC History Added to 21,951 10,709 4.56% 4.47% 597 +1,306 6.33% Q4 2025 Jan 26, 2026
Cornerstone Wealth Management, LLC History Reduced 21,815 10,642 0.55% 0.61% 598 -1,057 -4.62% Q4 2025 Feb 05, 2026
Tide Cove Capital Partners LLC History Added to 22,327 10,601 7.32% 7.6% 599 +2,438 12.26% Q4 2025 Feb 10, 2026
LifeGoal Investments, LLC History Added to 21,682 10,577 7.05% 7.65% 600 +2,493 12.99% Q4 2025 Jan 15, 2026
Brio Consultants, LLC History Reduced 21,579 10,527 1.37% 1.46% 601 -615 -2.77% Q4 2025 Feb 04, 2026
Royal Fund Management, LLC History Added to 21,453 10,496 0.95% 1.05% 602 +3,115 16.99% Q4 2025 Jan 15, 2026
Claris Financial LLC History Added to 21,408 10,443 5.56% 5.83% 603 +12 0.06% Q4 2025 Feb 19, 2026
Jump Financial, LLC History New 21,385 10,432 0.13% 604 +21,385 New Q4 2025 Feb 17, 2026
Mathes Company, Inc. History Added to 21,275 10,379 3.7% 3.65% 605 +55 0.26% Q4 2025 Feb 09, 2026
HORIZON BANCORP INC /IN/ History Reduced 21,256 10,370 5.05% 5.07% 606 -920 -4.15% Q4 2025 Feb 11, 2026
Washington Trust Advisors, Inc. History Reduced 21,225 10,354 0.79% 0.78% 607 -23 -0.11% Q4 2025 Feb 03, 2026
Kovack Advisors, Inc. History Added to 21,184 10,334 0.48% 0.68% 608 +6,024 39.74% Q4 2025 Feb 17, 2026
Clearwater Capital Advisors, LLC History Reduced 21,110 10,298 0.86% 0.87% 609 -212 -0.99% Q4 2025 Feb 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 21,042 10,265 0.35% 0.36% 610 +81 0.39% Q4 2025 Feb 12, 2026
Keystone Financial Group History Added to 21,021 10,255 0.76% 0.67% 611 +2,788 15.29% Q4 2025 Feb 06, 2026
Level Financial Advisors History Added to 20,890 10,191 2.69% 2.5% 612 +2,428 13.15% Q4 2025 Jan 26, 2026
Acropolis Investment Management, LLC History Reduced 20,811 10,152 0.46% 0.49% 613 -1,088 -4.97% Q4 2025 Jan 14, 2026
SUMMIT WEALTH GROUP LLC / CO History New 20,779 10,137 1.34% 614 +20,779 New Q4 2025 Feb 04, 2026
Freedom Financial Partners LLC History Added to 20,624 10,061 3.66% 3.75% 615 +117 0.57% Q4 2025 Jan 06, 2026
HUNTINGTON NATIONAL BANK History Reduced 20,499 10,000 0.06% 0.06% 616 -678 -3.2% Q4 2025 Feb 09, 2026
Valeo Financial Advisors, LLC History Reduced 20,478 9,990 0.22% 0.23% 617 -891 -4.17% Q4 2025 Feb 04, 2026
Ethos Financial Group, LLC History Reduced 20,295 9,901 0.73% 0.77% 618 -217 -1.06% Q4 2025 Jan 20, 2026
Madison Park Capital Advisors, LLC History Added to 20,244 9,876 8.01% 7.92% 619 +127 0.63% Q4 2025 Jan 20, 2026
Latigo Investments, LLC History No change 20,175 9,842 4.84% 4.88% 620 0 0.0% Q4 2025 Feb 17, 2026
Pathfinder Wealth Consulting, Inc. History New 20,169 9,839 6.21% 621 +20,169 New Q4 2025 Feb 09, 2026
DRAVO BAY LLC History Reduced 19,979 9,747 4.05% 4.25% 622 -82 -0.41% Q4 2025 Jan 27, 2026
Wealthspire Retirement, LLC History Reduced 19,980 9,747 0.59% 0.61% 623 -25 -0.12% Q4 2025 Feb 18, 2026
Riverview Capital Advisers, LLC History Reduced 19,863 9,690 2.93% 2.8% 624 -298 -1.48% Q4 2025 Feb 17, 2026
Quaker Wealth Management, LLC History Added to 19,838 9,678 3.07% 3.07% 625 +176 0.9% Q4 2025 Jan 28, 2026
Laurel Wealth Advisors LLC History Reduced 19,762 9,640 1.27% 1.39% 626 -903 -4.37% Q4 2025 Jan 30, 2026
Pine Valley Investments Ltd Liability Co History Reduced 19,691 9,606 0.45% 0.47% 627 -350 -1.75% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Added to 19,616 9,569 1.49% 1.27% 628 +1,904 10.75% Q4 2025 Jan 21, 2026
Hilltop Holdings Inc. History Added to 19,348 9,438 0.56% 0.48% 629 +536 2.85% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Added to 19,217 9,375 0.42% 0.4% 630 +1,811 10.4% Q4 2025 Feb 06, 2026
CGN Advisors LLC History Added to 19,104 9,319 0.74% 0.71% 631 +1,206 6.74% Q4 2025 Jan 05, 2026
UPTICK PARTNERS, LLC History Added to 19,093 9,314 1.99% 2.32% 632 +664 3.6% Q4 2025 Feb 02, 2026
Wind River Trust Co History No change 19,070 9,303 3.47% 3.38% 633 0 0.0% Q4 2025 Feb 05, 2026
Disciplined Investors, L.L.C. History Added to 19,030 9,283 6.09% 5.99% 634 +1,477 8.41% Q4 2025 Feb 10, 2026
Kure Advisory, LLC History Added to 18,993 9,266 5.18% 5.5% 635 +428 2.31% Q4 2025 Jan 08, 2026
WEDBUSH SECURITIES INC History Added to 18,975 9,257 0.27% 0.28% 636 +860 4.75% Q4 2025 Feb 12, 2026
WIN ADVISORS, INC History Reduced 18,963 9,251 3.93% 9.63% 637 -22,279 -54.02% Q4 2025 Feb 04, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 18,937 9,238 2.54% 2.62% 638 -153 -0.8% Q4 2025 Jan 23, 2026
Kassira Wealth Management LLC History Reduced 18,915 9,227 8.75% 9.52% 639 -1,692 -8.21% Q4 2025 Feb 03, 2026
Diversified Portfolios, Inc. History Added to 18,788 9,165 0.76% 0.77% 640 +475 2.59% Q4 2025 Feb 09, 2026
Curi Capital, LLC History Reduced 18,444 8,997 0.16% 0.17% 641 -336 -1.79% Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Added to 18,307 8,931 0.28% 0.22% 642 +4,491 32.51% Q4 2025 Feb 12, 2026
Fifth Third Wealth Advisors LLC History Added to 18,298 8,926 0.31% 0.27% 643 +3,174 20.99% Q4 2025 Jan 15, 2026
Main Line Retirement Advisors, LLC History Reduced 18,282 8,919 4.51% 6.4% 644 -7,712 -29.67% Q4 2025 Jan 21, 2026
CUMBERLAND ADVISORS INC History Added to 18,203 8,880 3.37% 2.73% 645 +3,385 22.84% Q4 2025 Feb 02, 2026
Goodman Advisory Group, LLC History Reduced 18,203 8,880 2.19% 2.36% 646 -1,607 -8.11% Q4 2025 Feb 11, 2026
LifePlan Investment Advisors, Inc. History Added to 18,161 8,860 3.61% 3.34% 647 +1,543 9.29% Q4 2025 Feb 09, 2026
Rinkey Investments History Reduced 18,148 8,853 2.25% 2.39% 648 -650 -3.46% Q4 2025 Feb 04, 2026
GoalFusion Wealth Management, LLC History Added to 18,082 8,821 4.08% 3.2% 649 +4,092 29.25% Q4 2025 Jan 06, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 18,077 8,819 1.22% 1.07% 650 +1,401 8.4% Q4 2025 Jan 20, 2026
McKinley Carter Wealth Services, Inc. History Reduced 18,023 8,792 0.49% 0.46% 651 -452 -2.45% Q4 2025 Feb 06, 2026
Bonfire Financial History Reduced 17,952 8,758 6.54% 6.8% 652 -487 -2.64% Q4 2025 Jan 27, 2026
Horizon Investments, LLC History Added to 17,929 8,746 0.11% 0.11% 653 +414 2.36% Q4 2025 Feb 02, 2026
Prestige Wealth Management Group LLC History Reduced 17,929 8,746 1.67% 1.68% 654 -154 -0.85% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History Added to 17,844 8,705 0.13% 0.11% 655 +3,817 27.21% Q4 2025 Jan 13, 2026
HTG Investment Advisors, Inc. History Added to 17,825 8,696 2.67% 2.65% 656 +1,387 8.44% Q4 2025 Feb 02, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 17,797 8,682 0.45% 0.44% 657 -286 -1.58% Q4 2025 Jan 27, 2026
WealthShield Partners, LLC History Reduced 17,728 8,648 0.95% 0.98% 658 -318 -1.76% Q4 2025 Feb 03, 2026
Tower View Wealth Management LLC History Added to 17,692 8,631 4.27% 3.97% 659 +1,684 10.52% Q4 2025 Jan 23, 2026
MidAtlantic Capital Management, Inc. History Reduced 17,607 8,589 5.5% 6.65% 660 -2,705 -13.32% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 17,580 8,576 0.24% 0.23% 661 +994 5.99% Q4 2025 Jan 30, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 17,554 8,563 2.86% 2.82% 662 +716 4.25% Q4 2025 Jan 22, 2026
Yoder Wealth Management, Inc. History Reduced 17,555 8,548 3.89% 4.67% 663 -3,059 -14.84% Q4 2025 Jan 22, 2026
Northstar Group, Inc. History Added to 17,352 8,465 1.15% 1.21% 664 +11 0.06% Q4 2025 Feb 13, 2026
Abbot Financial Management, Inc. History Added to 17,341 8,459 3.51% 3.54% 665 +85 0.49% Q4 2025 Feb 13, 2026
Winthrop Advisory Group LLC History Reduced 17,329 8,454 0.72% 0.83% 666 -2,501 -12.61% Q4 2025 Jan 21, 2026
CENTAURUS FINANCIAL, INC. History Reduced 17,320 8,450 0.39% 0.4% 667 -644 -3.58% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History Reduced 17,296 8,438 0.73% 0.73% 668 -225 -1.28% Q4 2025 Feb 02, 2026
MTC Wealth Management LLC History Reduced 17,294 8,436 3.96% 4.03% 669 -742 -4.11% Q4 2025 Jan 15, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 17,282 8,430 0.27% 0.32% 670 -901 -4.96% Q4 2025 Feb 17, 2026
Dentgroup LLC History Reduced 17,229 8,405 5.77% 5.92% 671 -1,882 -9.85% Q4 2025 Jan 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 17,142 8,363 0.27% 0.27% 672 +706 4.3% Q4 2025 Feb 13, 2026
Emerald Advisors, LLC History Reduced 17,097 8,340 1.13% 1.21% 673 -1,909 -10.04% Q4 2025 Jan 27, 2026
Gateway Wealth Partners, LLC History Added to 17,053 8,319 0.93% 1.03% 674 +1,111 6.97% Q4 2025 Feb 11, 2026
Scott & Selber, Inc. History Added to 17,048 8,317 2.09% 2.08% 675 +33 0.19% Q4 2025 Jan 09, 2026
Capital Planning LLC History Added to 17,058 8,293 2.32% 2.33% 676 +403 2.42% Q4 2025 Jan 23, 2026
Aspen Wealth Management LLC History Reduced 16,940 8,264 1.74% 1.87% 677 -654 -3.72% Q4 2025 Jan 05, 2026
GSG Advisors LLC History Added to 16,924 8,256 2.13% 2.04% 678 +915 5.72% Q4 2025 Jan 08, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 16,740 8,244 0.56% 0.68% 679 -1,460 -8.02% Q4 2025 Feb 13, 2026
FIRST AMERICAN TRUST, FSB History Added to 16,846 8,218 0.56% 0.56% 680 +721 4.47% Q4 2025 Feb 11, 2026
Asset Advisory Group, Inc. History New 16,836 8,216 4.1% 681 +16,836 New Q4 2025 Feb 12, 2026
M3 Advisory Group, LLC History Reduced 16,823 8,207 5.0% 5.04% 682 -28 -0.17% Q4 2025 Jan 16, 2026
Cornerstone Wealth Group, LLC History Added to 16,779 8,185 0.56% 0.47% 683 +2,374 16.48% Q4 2025 Jan 26, 2026
Clarus Wealth Advisors History Reduced 16,646 8,176 3.39% 3.55% 684 -31 -0.19% Q4 2025 Jan 14, 2026
Valpey Financial Services, LLC History Reduced 16,744 8,168 5.21% 5.47% 685 -678 -3.89% Q4 2025 Mar 04, 2026
ELEMENT POINTE ADVISORS, LLC History No change 16,714 8,153 1.58% 1.71% 686 0 0.0% Q4 2025 Feb 13, 2026
Triad Wealth Partners, LLC History Added to 16,618 8,107 0.77% 1.0% 687 +376 2.31% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Added to 16,589 8,096 0.09% 0.08% 688 +2,499 17.74% Q4 2025 Feb 02, 2026
PACIFIC FINANCIAL GROUP INC History Added to 16,556 8,077 4.49% 2.62% 689 +9,188 124.7% Q4 2025 Feb 17, 2026
Simmons Bank History Reduced 16,539 8,068 0.54% 0.54% 690 -452 -2.66% Q4 2025 Feb 05, 2026
Campbell Deegan Wealth Management, LLC History Reduced 16,534 8,066 6.51% 7.24% 691 -368 -2.18% Q4 2025 Jan 22, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 16,527 8,064 0.0% 0.0% 692 +12,553 315.88% Q4 2025 Feb 13, 2026
St. Louis Trust Co History Reduced 16,440 8,020 0.92% 1.04% 693 -949 -5.46% Q4 2025 Feb 09, 2026
Rehmann Capital Advisory Group History Added to 16,387 7,994 0.42% 0.41% 694 +380 2.37% Q4 2025 Mar 04, 2026
M Holdings Securities, Inc. History New 16,279 7,942 0.57% 695 +16,279 New Q4 2025 Feb 11, 2026
Weinberger Asset Management, Inc History Reduced 16,149 7,878 2.84% 2.88% 696 -435 -2.62% Q4 2025 Feb 09, 2026
SBI Securities Co., Ltd. History Added to 16,105 7,856 0.2% 0.19% 697 +261 1.65% Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 16,052 7,831 0.14% 0.14% 698 +2,694 20.17% Q4 2025 Feb 19, 2026
Kelman-Lazarov, Inc. History Added to 16,045 7,827 1.12% 1.08% 699 +843 5.55% Q4 2025 Jan 26, 2026
Glen Eagle Advisors, LLC History Added to 16,029 7,820 1.06% 1.03% 700 +640 4.16% Q4 2025 Feb 13, 2026
GUIDANCE CAPITAL, INC History Added to 16,234 7,808 1.91% 1.67% 701 +3,132 23.9% Q4 2025 Jan 23, 2026
Capital Analysts, LLC History Reduced 15,971 7,791 0.24% 0.54% 702 -22,343 -58.32% Q4 2025 Feb 11, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 15,961 7,786 4.49% 4.53% 703 -311 -1.91% Q4 2025 Jan 15, 2026
LongView Wealth Management History Reduced 15,809 7,786 1.88% 2.09% 704 -304 -1.89% Q4 2025 Jan 13, 2026
Spire Wealth Management History Reduced 15,801 7,708 0.26% 0.3% 706 -2,358 -12.99% Q4 2025 Jan 14, 2026
Parkside Financial Bank & Trust History Reduced 15,801 7,708 0.58% 0.59% 705 -234 -1.46% Q4 2025 Feb 13, 2026
Disciplined Investments, LLC History Reduced 15,791 7,704 2.96% 3.12% 707 -575 -3.51% Q4 2025 Feb 05, 2026
Stone Summit Wealth LLC History Added to 15,740 7,678 2.08% 2.09% 708 +358 2.33% Q4 2025 Jan 27, 2026
Cascades Capital Asset Management, LLC History Added to 15,629 7,624 3.19% 2.99% 709 +1,461 10.31% Q4 2025 Feb 04, 2026
Capital Management Associates, Inc History Added to 15,627 7,623 1.69% 1.03% 710 +7,716 97.54% Q4 2025 Jan 21, 2026
MA Private Wealth History Reduced 15,602 7,611 1.27% 1.26% 711 -36 -0.23% Q4 2025 Feb 03, 2026
Western Wealth Management, LLC History Added to 15,542 7,582 0.35% 0.36% 712 +1,234 8.62% Q4 2025 Feb 05, 2026
Revolve Wealth Partners, LLC History Added to 15,510 7,566 0.89% 0.87% 713 +421 2.79% Q4 2025 Jan 20, 2026
HILL ISLAND FINANCIAL LLC History Reduced 15,389 7,507 1.8% 2.0% 714 -1,305 -7.82% Q4 2025 Jan 22, 2026
Pine Harbor Wealth Management, LLC History Reduced 15,375 7,500 2.3% 2.6% 715 -1,539 -9.1% Q4 2025 Jan 20, 2026
High Net Worth Advisory Group LLC History Reduced 15,295 7,462 1.72% 1.8% 716 -329 -2.11% Q4 2025 Jan 23, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 15,285 7,456 5.47% 5.55% 717 -314 -2.01% Q4 2025 Feb 06, 2026
VICUS CAPITAL History Reduced 15,218 7,424 0.56% 0.62% 718 -1,788 -10.51% Q4 2025 Jan 22, 2026
CPA Asset Management Group, LLC History Added to 15,117 7,374 2.59% 2.29% 719 +2,715 21.89% Q4 2025 Jan 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 15,032 7,333 0.85% 0.94% 720 -401 -2.6% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 15,027 7,331 0.12% 0.13% 721 +425 2.91% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Added to 14,903 7,270 1.11% 1.33% 722 +2,102 16.42% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Added to 14,859 7,248 0.02% 0.02% 723 +1,350 9.99% Q4 2025 Feb 12, 2026
Cohen Klingenstein LLC History Added to 14,851 7,245 0.22% 0.22% 724 +118 0.8% Q4 2025 Jan 20, 2026
Infinity Wealth Counsel, LLC History Reduced 14,840 7,239 6.59% 7.08% 725 -399 -2.62% Q4 2025 Jan 15, 2026
Security Financial Services, INC. History Reduced 14,625 7,134 1.12% 1.18% 726 -557 -3.67% Q4 2025 Jan 27, 2026
Laraway Financial Advisors Inc History Added to 14,598 7,121 4.64% 4.57% 727 +650 4.66% Q4 2025 Feb 13, 2026
Diversified Enterprises, LLC History Added to 14,573 7,109 0.42% 0.4% 728 +2,082 16.67% Q4 2025 Jan 28, 2026
NCM Capital Management, LLC History Reduced 14,497 7,072 2.62% 2.79% 730 -489 -3.26% Q4 2025 Mar 02, 2026
Advisory Alpha, LLC History Reduced 14,493 7,072 0.19% 0.2% 729 -419 -2.81% Q4 2025 Feb 06, 2026
Dynamic Advisor Solutions LLC History Reduced 14,450 7,049 0.23% 0.25% 731 -3,684 -20.32% Q4 2025 Jan 09, 2026
Avidian Wealth Enterprises, LLC History Added to 14,440 7,044 0.26% 0.26% 732 +104 0.73% Q4 2025 Feb 02, 2026
55 North Private Wealth, LLC History New 14,431 7,040 1.86% 733 +14,431 New Q4 2025 Jan 27, 2026
Capital Planning Advisors, LLC History Reduced 14,394 7,022 0.94% 0.95% 734 -21 -0.15% Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History Added to 14,346 6,999 1.22% 1.8% 735 +2,268 18.78% Q4 2025 Jan 26, 2026
Insight Advisors, LLC/ PA History Reduced 14,335 6,994 1.06% 1.05% 736 -11 -0.08% Q4 2025 Feb 11, 2026
Estate Counselors, LLC History Reduced 14,191 6,923 0.58% 0.61% 737 -518 -3.52% Q4 2025 Feb 02, 2026
Advocacy Wealth Management, LLC History Added to 14,183 6,919 0.29% 0.29% 738 +412 2.99% Q4 2025 Feb 11, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 14,124 6,890 0.82% 0.91% 739 -633 -4.29% Q4 2025 Jan 26, 2026
Fourth Dimension Wealth, LLC History Reduced 14,105 6,881 2.51% 2.59% 740 -73 -0.51% Q4 2025 Feb 04, 2026
Idaho Trust Co History Reduced 14,097 6,877 2.28% 2.68% 741 -2,498 -15.05% Q4 2025 Feb 05, 2026
Pandora Wealth, Inc. History Reduced 14,071 6,864 4.17% 4.11% 742 -78 -0.55% Q4 2025 Feb 04, 2026
Winslow Capital Management, LLC History Added to 14,044 6,851 0.02% 0.0% 743 +11,529 458.41% Q4 2025 Feb 12, 2026
Summit Wealth Partners, LLC History Added to 13,995 6,827 1.26% 1.05% 744 +1,853 15.26% Q4 2025 Jan 27, 2026
Winthrop Capital Management, LLC History Reduced 13,961 6,811 1.59% 1.65% 745 -222 -1.57% Q4 2025 Feb 10, 2026
Aptus Capital Advisors, LLC History Added to 13,926 6,793 0.05% 0.05% 746 +1,012 7.84% Q4 2025 Feb 13, 2026
Willis Johnson & Associates, Inc. History Reduced 13,859 6,761 0.42% 0.43% 747 -763 -5.22% Q4 2025 Jan 22, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 13,847 6,755 0.1% 0.11% 748 -127 -0.91% Q4 2025 Jan 22, 2026
Angeles Investment Advisors, LLC History Reduced 13,844 6,753 0.45% 0.44% 749 -43 -0.31% Q4 2025 Feb 17, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 13,808 6,736 3.66% 3.17% 750 +2,052 17.45% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 13,784 6,724 0.04% 0.04% 751 +22 0.16% Q4 2025 Feb 12, 2026
Journey Beyond Wealth, LLC History Reduced 13,651 6,659 5.3% 5.85% 752 -1,167 -7.88% Q4 2025 Jan 23, 2026
WEST BANCORPORATION INC History Added to 13,639 6,653 3.49% 2.77% 753 +3,265 31.47% Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 13,539 6,605 0.32% 0.33% 754 +2,210 19.51% Q4 2025 Jan 28, 2026
TPG Financial Advisors, LLC History Reduced 13,463 6,568 2.19% 3.19% 755 -4,370 -24.51% Q4 2025 Feb 06, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 13,387 6,530 0.07% 0.11% 756 -5,711 -29.9% Q4 2025 Feb 02, 2026
Autumn Glory Partners, LLC History Added to 13,377 6,526 2.29% 0.17% 757 +12,494 1414.95% Q4 2025 Jan 27, 2026
Compton Wealth Advisory Group, LLC History Reduced 13,365 6,520 1.43% 1.62% 758 -1,186 -8.15% Q4 2025 Jan 13, 2026
SMITH, MOORE & CO. History Reduced 13,290 6,483 0.49% 0.49% 759 -27 -0.2% Q4 2025 Jan 23, 2026
Quadcap Wealth Management, LLC History Reduced 13,281 6,479 0.74% 0.77% 760 -322 -2.37% Q4 2025 Jan 29, 2026
Motiv8 Investments LLC History Added to 13,190 6,435 3.51% 3.35% 761 +46 0.35% Q4 2025 Feb 13, 2026
Altiora Financial Group, LLC History Added to 13,174 6,427 1.11% 0.94% 762 +2,499 23.41% Q4 2025 Feb 12, 2026
Manuka Financial, LLC History Reduced 13,153 6,416 3.98% 4.13% 763 -709 -5.11% Q4 2025 Jan 28, 2026
Composition Wealth, LLC History Added to 13,116 6,398 0.09% 0.09% 764 +840 6.84% Q4 2025 Feb 02, 2026
GFS Advisors, LLC History No change 13,091 6,386 0.76% 0.8% 765 0 0.0% Q4 2025 Feb 11, 2026
CX Institutional History Reduced 13,044 6,364 0.19% 0.2% 766 -820 -5.91% Q4 2025 Feb 02, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 13,037 6,360 0.2% 0.2% 767 -386 -2.88% Q4 2025 Jan 14, 2026
Wedmont Private Capital History Added to 12,866 6,323 0.22% 0.22% 768 +671 5.5% Q4 2025 Jan 08, 2026
CULBERTSON A N & CO INC History Added to 12,953 6,319 0.87% 0.88% 769 +39 0.3% Q4 2025 Jan 21, 2026
Carnegie Investment Counsel History Reduced 12,941 6,313 0.12% 0.12% 770 -184 -1.4% Q4 2025 Jan 23, 2026
ASPIRIANT, LLC History Added to 12,917 6,301 0.18% 0.19% 771 +144 1.13% Q4 2025 Jan 20, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 12,894 6,290 2.57% 2.61% 772 0 0.0% Q4 2025 Jan 09, 2026
Valmark Advisers, Inc. History Added to 12,876 6,281 0.08% 0.08% 773 +546 4.43% Q4 2025 Jan 26, 2026
Drucker Wealth 3.0, LLC History Reduced 12,869 6,278 1.1% 1.25% 774 -1,720 -11.79% Q4 2025 Feb 03, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 12,811 6,249 0.53% 0.53% 775 -81 -0.63% Q4 2025 Jan 15, 2026
Bawa N Mallick Trust History No change 12,750 6,220 2.31% 2.31% 776 0 0.0% Q4 2025 Mar 12, 2026
Alexis Investment Partners, LLC History Added to 12,605 6,197 2.31% 0.5% 777 +480 3.96% Q4 2025 Jan 29, 2026
Emergent Wealth Advisors, LLC History Added to 12,695 6,193 3.48% 3.48% 778 +181 1.45% Q4 2025 Jan 14, 2026
NESTEGG ADVISORS, INC. History Added to 12,679 6,185 5.28% 5.15% 779 +583 4.82% Q4 2025 Jan 21, 2026
Strategic Financial Partners, Ltd. History Reduced 12,671 6,181 2.68% 2.82% 780 -166 -1.29% Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History Reduced 12,643 6,168 2.06% 2.14% 781 -396 -3.04% Q4 2025 Jan 28, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 12,546 6,120 0.6% 0.4% 782 +4,138 49.22% Q4 2025 Jan 20, 2026
Tempo Wealth, LLC History New 12,486 6,091 1.09% 783 +12,486 New Q4 2025 Feb 25, 2026
Fiduciary Alliance LLC History Added to 12,438 6,067 0.4% 0.35% 784 +1,504 13.76% Q4 2025 Jan 22, 2026
SEEDS INVESTOR LLC History Added to 12,378 6,038 1.16% 1.22% 785 +283 2.34% Q4 2025 Jan 27, 2026
Choate Investment Advisors History Reduced 12,334 6,017 0.12% 0.12% 786 -193 -1.54% Q4 2025 Feb 09, 2026
CDKV HOLDINGS LLC History New 12,286 5,993 5.01% 787 +12,286 New Q4 2025 Feb 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 12,245 5,973 2.76% 788 +12,245 New Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Reduced 12,227 5,965 0.14% 0.14% 789 -41 -0.33% Q4 2025 Feb 12, 2026
Institute for Wealth Management, LLC. History Added to 12,207 5,955 0.63% 0.39% 790 +4,497 58.33% Q4 2025 Jan 27, 2026
Jefferson Bridge Capital, LLC History New 12,196 5,950 5.99% 791 +12,196 New Q4 2025 Jan 21, 2026
Asset Allocation & Management Company, LLC History No change 12,189 5,947 2.37% 2.47% 792 0 0.0% Q4 2025 Jan 12, 2026
Indivisible Partners History New 12,197 5,946 0.64% 793 +12,197 New Q4 2025 Feb 03, 2026
JENNISON ASSOCIATES LLC History Added to 12,181 5,942 0.0% 0.0% 794 +9,395 337.22% Q4 2025 Jan 30, 2026
Wells Financial Advisors INC History Reduced 12,131 5,918 11.25% 12.01% 795 -6,586 -35.19% Q4 2025 Feb 02, 2026
Platform Technology Partners History Added to 12,129 5,917 1.26% 1.24% 796 +1,317 12.18% Q4 2025 Feb 13, 2026
Finward Bancorp History Reduced 12,118 5,911 4.59% 4.52% 797 -280 -2.26% Q4 2025 Jan 21, 2026
KTF INVESTMENTS, LLC History New 12,059 5,883 0.97% 798 +12,059 New Q4 2025 Jan 30, 2026
MONTAG A & ASSOCIATES INC History Added to 12,055 5,881 0.27% 0.23% 799 +1,692 16.33% Q4 2025 Feb 02, 2026
SENTINEL PENSION ADVISORS, LLC History Reduced 12,049 5,878 0.9% 0.94% 800 -164 -1.34% Q4 2025 Jan 12, 2026
Hexagon Capital Partners LLC History Reduced 12,010 5,859 1.08% 1.19% 801 -398 -3.21% Q4 2025 Feb 06, 2026
Ciovacco Capital Management LLC History Reduced 12,005 5,857 2.93% 2.93% 802 -145 -1.19% Q4 2025 Feb 09, 2026
Greystone Financial Group, LLC History Added to 11,983 5,846 0.91% 0.88% 803 +203 1.72% Q4 2025 Jan 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 11,929 5,819 0.02% 0.02% 804 -137 -1.14% Q4 2025 Jan 30, 2026
PLANWISER FINANCIAL, LLC History Added to 12,196 5,818 4.35% 4.52% 805 +855 7.54% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Added to 11,914 5,812 0.2% 0.2% 806 +454 3.96% Q4 2025 Jan 12, 2026
MSH Capital Advisors LLC History Reduced 11,912 5,811 1.24% 1.54% 807 -106 -0.88% Q4 2025 Feb 09, 2026
ROMAN BUTLER FULLERTON & CO History Added to 12,065 5,803 1.52% 1.62% 808 +89 0.74% Q4 2025 Jan 26, 2026
Family CFO Inc History No change 11,825 5,768 2.58% 2.61% 809 0 0.0% Q4 2025 Jan 23, 2026
Wescott Financial Advisory Group, LLC History Reduced 11,794 5,754 0.5% 0.6% 810 -2,119 -15.23% Q4 2025 Feb 12, 2026
Cascade Wealth Advisors, Inc History Reduced 11,611 5,685 2.62% 2.89% 811 -222 -1.88% Q4 2025 Feb 04, 2026
Crusonia Wealth Advisors LLC History New 11,641 5,679 1.25% 812 +11,641 New Q4 2025 Feb 18, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 11,613 5,665 0.1% 0.1% 813 +1,547 15.37% Q4 2025 Jan 16, 2026
NORDEN GROUP LLC History Added to 11,584 5,651 0.55% 0.13% 814 +8,927 335.98% Q4 2025 Jan 13, 2026
SAX WEALTH ADVISORS, LLC History Reduced 11,477 5,599 0.26% 0.3% 815 -180 -1.54% Q4 2025 Jan 12, 2026
City State Bank History Added to 11,476 5,598 1.53% 1.5% 817 +667 6.17% Q4 2025 Jan 28, 2026
EQUITABLE TRUST CO History Added to 11,475 5,598 0.25% 0.25% 816 +221 1.96% Q4 2025 Feb 02, 2026
FDx Advisors, Inc. History Reduced 11,472 5,597 2.85% 1.74% 818 -190 -1.63% Q4 2025 Feb 10, 2026
EnRich Financial Partners LLC History Reduced 11,474 5,597 1.53% 1.59% 819 -164 -1.41% Q4 2025 Jan 28, 2026
Gilliland Jeter Wealth Management LLC History Reduced 11,425 5,573 1.68% 1.69% 820 -12 -0.1% Q4 2025 Jan 23, 2026
Chris Bulman Inc History Added to 11,408 5,565 2.46% 2.73% 821 +60 0.53% Q4 2025 Jan 14, 2026
DAVIDSON TRUST CO History Added to 11,364 5,544 2.31% 2.07% 822 +912 8.73% Q4 2025 Jan 27, 2026
Grandview Asset Management LLC History Added to 11,343 5,533 1.52% 1.45% 823 +557 5.16% Q4 2025 Jan 26, 2026
EARNED WEALTH ADVISORS, LLC History Added to 11,332 5,528 1.78% 0.8% 824 +1,191 11.74% Q4 2025 Jan 27, 2026
Clarity Capital Advisors, LLC History Reduced 11,313 5,519 2.76% 2.96% 825 -29 -0.26% Q4 2025 Feb 11, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 11,292 5,508 0.26% 0.27% 826 -95 -0.83% Q4 2025 Feb 04, 2026
FSM Wealth Advisors, LLC History Reduced 11,270 5,497 0.75% 0.8% 827 -509 -4.32% Q4 2025 Jan 23, 2026
Fisher Asset Management, LLC History Added to 11,261 5,494 0.0% 0.0% 828 +2,359 26.5% Q4 2025 Feb 09, 2026
FORONJY FINANCIAL LLC History Added to 11,237 5,482 2.29% 2.35% 829 +30 0.27% Q4 2025 Feb 03, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Reduced 11,235 5,480 1.44% 1.65% 830 -631 -5.32% Q4 2025 Feb 13, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 11,204 5,465 0.72% 0.17% 831 +8,474 310.4% Q4 2025 Feb 10, 2026
OneAscent Financial Services LLC History Added to 11,189 5,458 0.5% 0.11% 832 +9,320 498.66% Q4 2025 Feb 11, 2026
Ascent Group, LLC History Reduced 11,162 5,445 0.19% 0.23% 833 -2,266 -16.88% Q4 2025 Jan 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 11,147 5,438 0.23% 0.23% 834 -114 -1.01% Q4 2025 Feb 09, 2026
Bay Rivers Group History Reduced 11,116 5,422 2.19% 2.48% 835 -1,190 -9.67% Q4 2025 Jan 07, 2026
FF Advisors,LLC History Reduced 11,085 5,407 2.41% 2.54% 836 -5 -0.05% Q4 2025 Feb 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 13,851 5,400 1.75% 4.24% 837 -398 -2.79% Q4 2025 Jan 22, 2026
SteelPeak Wealth, LLC History Reduced 11,056 5,393 0.18% 0.3% 838 -7,818 -41.42% Q4 2025 Jan 20, 2026
Apex Wealth Management, LLC History Reduced 11,089 5,379 5.46% 5.01% 839 -3,524 -24.12% Q4 2025 Jan 26, 2026
KG&L Capital Management,LLC History Added to 11,012 5,372 1.33% 1.36% 840 +418 3.95% Q4 2025 Jan 23, 2026
May Barnhard Investments LLC History Added to 10,999 5,366 2.54% 2.38% 841 +300 2.8% Q4 2025 Jan 28, 2026
GREAT LAKES ADVISORS, LLC History Reduced 10,975 5,354 0.04% 0.04% 842 -4 -0.04% Q4 2025 Feb 12, 2026
Madison Asset Management, LLC History Reduced 10,964 5,348 0.06% 0.07% 843 -2,225 -16.87% Q4 2025 Feb 04, 2026
Coastline Complete Wealth LLC History New 10,903 5,319 3.35% 844 +10,903 New Q4 2025 Feb 24, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 10,881 5,308 1.92% 845 +10,881 New Q4 2025 Mar 26, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 10,878 5,306 0.83% 0.89% 846 +800 7.94% Q4 2025 Feb 03, 2026
CATALYST PRIVATE WEALTH, LLC History Reduced 10,854 5,295 2.31% 2.33% 847 -233 -2.1% Q4 2025 Jan 14, 2026
Stokes Family Office, LLC History Reduced 10,727 5,233 0.48% 1.02% 848 -11,598 -51.95% Q4 2025 Feb 18, 2026
Pallas Capital Advisors LLC History Added to 10,711 5,225 0.17% 0.17% 849 +1,319 14.04% Q4 2025 Jan 14, 2026
Community Bank of Raymore History Added to 10,695 5,217 3.55% 2.82% 850 +2,188 25.72% Q4 2025 Jan 23, 2026
PLANNING DIRECTIONS INC History Reduced 10,661 5,200 2.62% 2.9% 851 -911 -7.87% Q4 2025 Jan 21, 2026
HBK Sorce Advisory LLC History Reduced 11,056 5,180 0.12% 0.13% 852 -79 -0.71% Q4 2025 Feb 09, 2026
WBH ADVISORY INC History Added to 10,594 5,168 0.38% 0.36% 853 +895 9.23% Q4 2025 Jan 26, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 10,557 5,150 0.52% 0.55% 854 -452 -4.11% Q4 2025 Jan 27, 2026
Fulcrum Capital LLC History Reduced 10,536 5,140 1.03% 1.05% 855 -130 -1.22% Q4 2025 Jan 15, 2026
NorthStar Asset Management LLC /NJ/ History Reduced 10,362 5,055 2.27% 2.41% 856 -144 -1.37% Q4 2025 Feb 10, 2026
KWMG, LLC History Reduced 10,355 5,051 0.44% 0.44% 857 -138 -1.32% Q4 2025 Jan 16, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 10,287 5,018 0.54% 0.54% 858 +262 2.61% Q4 2025 Jan 28, 2026
Kuhn & Co Investment Counsel History Added to 10,284 5,017 3.34% 2.9% 859 +2,639 34.52% Q4 2025 Feb 09, 2026
Wick Capital Partners, LLC History Added to 10,243 4,997 0.9% 0.7% 860 +4,077 66.12% Q4 2025 Mar 02, 2026
Lewis Asset Management, LLC History Added to 10,235 4,993 2.03% 1.96% 861 +300 3.02% Q4 2025 Jan 15, 2026
OPINICUS CAPITAL, INC. History Reduced 10,231 4,991 3.48% 3.52% 862 -351 -3.32% Q4 2025 Feb 04, 2026
WoodTrust Financial Corp History Added to 10,216 4,984 0.58% 0.56% 863 +376 3.82% Q4 2025 Jan 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 10,212 4,982 0.0% 864 +10,212 New Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Reduced 10,202 4,977 0.07% 0.07% 865 -10 -0.1% Q4 2025 Feb 17, 2026
Brindle & Bay Financial Advisors, LLC History New 10,169 4,960 3.3% 866 +10,169 New Q4 2025 Jan 29, 2026
United Advisor Group, LLC History Added to 10,149 4,951 0.62% 0.65% 867 +18 0.18% Q4 2025 Jan 26, 2026
SOA Wealth Advisors, LLC. History Reduced 10,113 4,933 0.83% 0.85% 868 -202 -1.96% Q4 2025 Jan 20, 2026
May Hill Capital, LLC History Added to 10,108 4,931 0.64% 0.71% 869 +5,051 99.88% Q4 2025 Feb 05, 2026
Sandy Cove Advisors, LLC History Added to 10,098 4,926 1.46% 0.55% 870 +6,494 180.19% Q4 2025 Feb 09, 2026
Troutman Wealth Management, LLC History New 10,094 4,924 4.07% 871 +10,094 New Q4 2025 Feb 18, 2026
BridgePort Financial Solutions, LLC History Reduced 10,089 4,921 1.32% 1.31% 872 -57 -0.56% Q4 2025 Jan 16, 2026
ST GERMAIN D J CO INC History Added to 10,080 4,917 0.19% 0.18% 873 +738 7.9% Q4 2025 Jan 29, 2026
Integrated Investment Consultants, LLC History Added to 10,061 4,908 0.96% 0.82% 874 +20 0.2% Q4 2025 Mar 03, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 10,048 4,902 0.16% 0.12% 875 +2,814 38.9% Q4 2025 Jan 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 10,022 4,889 0.1% 876 +10,022 New Q4 2025 Feb 17, 2026
Bravias Capital Group, LLC History Reduced 9,985 4,871 2.95% 3.23% 877 -90 -0.89% Q4 2025 Jan 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 9,930 4,844 0.27% 0.24% 878 +1,112 12.61% Q4 2025 Jan 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 9,917 4,838 0.13% 0.13% 879 -208 -2.05% Q4 2025 Jan 23, 2026
Private Wealth Asset Management, LLC History Reduced 9,916 4,837 0.53% 0.7% 880 -2,464 -19.9% Q4 2025 Feb 10, 2026
Tradition Wealth Management, LLC History Reduced 9,895 4,827 0.35% 0.36% 881 -279 -2.74% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 9,777 4,792 0.1% 0.08% 882 +1,620 19.86% Q4 2025 Jan 26, 2026
NIXON PEABODY TRUST CO History Added to 9,822 4,791 0.36% 0.33% 883 +522 5.61% Q4 2025 Feb 06, 2026
Quest 10 Wealth Builders, Inc. History Reduced 9,811 4,786 4.28% 4.49% 884 -348 -3.43% Q4 2025 Jan 29, 2026
COZAD ASSET MANAGEMENT INC History Added to 9,802 4,782 0.37% 0.37% 885 +129 1.33% Q4 2025 Feb 13, 2026
KCM INVESTMENT ADVISORS LLC History Added to 9,763 4,763 0.15% 0.14% 886 +536 5.81% Q4 2025 Feb 13, 2026
SUTTON PLACE INVESTORS LLC History Added to 9,754 4,758 2.61% 2.66% 887 +13 0.13% Q4 2025 Jan 21, 2026
Blue Trust, Inc. History Reduced 9,734 4,748 0.05% 0.06% 888 -713 -6.82% Q4 2025 Jan 16, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 9,714 4,739 1.73% 1.17% 889 +4,035 71.05% Q4 2025 Feb 12, 2026
Birchcreek Wealth Management, LLC History Reduced 9,711 4,737 2.33% 2.42% 890 -54 -0.55% Q4 2025 Jan 16, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 9,660 4,712 3.11% 3.13% 891 -600 -5.85% Q4 2025 Feb 10, 2026
Churchill Financial Advisors, LLC History New 9,655 4,710 1.44% 892 +9,655 New Q4 2025 Feb 09, 2026
Prospera Capital Management, LLC History Reduced 9,609 4,687 2.37% 2.32% 893 -416 -4.15% Q4 2025 Jan 20, 2026
SageView Advisory Group, LLC History Reduced 9,606 4,686 0.16% 0.17% 894 -454 -4.51% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Added to 9,539 4,653 0.1% 0.09% 895 +1,630 20.61% Q4 2025 Feb 03, 2026
Moors & Cabot, Inc. History Added to 9,527 4,647 0.2% 0.17% 896 +1,174 14.05% Q4 2025 Feb 10, 2026
Fortis Group Advisors, LLC History Added to 9,587 4,617 0.77% 0.8% 897 +308 3.32% Q4 2025 Feb 06, 2026
Glass Jacobson Investment Advisors llc History Reduced 9,453 4,611 1.66% 1.82% 898 -1,050 -10.0% Q4 2025 Jan 22, 2026
Veridan Wealth LLC History Added to 9,408 4,589 1.54% 1.55% 899 +18 0.19% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Added to 9,406 4,588 0.13% 0.12% 900 +603 6.85% Q4 2025 Feb 03, 2026
Calder Financial LLC History New 9,382 4,577 4.49% 901 +9,382 New Q4 2025 Jan 23, 2026
AlTi Global, Inc. History No change 9,285 4,529 0.1% 0.1% 902 0 0.0% Q4 2025 Feb 13, 2026
ORG Partners LLC History Added to 9,200 4,497 0.79% 0.8% 903 +59 0.65% Q4 2025 Jan 14, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 9,512 4,495 1.01% 1.13% 904 +385 4.22% Q4 2025 Feb 04, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 9,176 4,476 0.29% 0.3% 905 -121 -1.3% Q4 2025 Jan 20, 2026
Squarepoint Ops LLC History Added to 9,158 4,467 0.0% 0.0% 906 +6,554 251.69% Q4 2025 Feb 13, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 9,100 4,439 1.91% 2.05% 907 -400 -4.21% Q4 2025 Jan 12, 2026
Charter Oak Capital Management, LLC History Reduced 9,094 4,436 0.34% 0.37% 908 -642 -6.59% Q4 2025 Jan 23, 2026
PFG Investments, LLC History Reduced 9,086 4,432 0.21% 0.23% 909 -90 -0.98% Q4 2025 Jan 26, 2026
Houlihan Financial Resource Group, Ltd. History Added to 9,113 4,417 1.68% 1.97% 910 +4,435 94.81% Q4 2025 Feb 10, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 9,034 4,408 2.64% 2.55% 911 +673 8.05% Q4 2025 Feb 03, 2026
Sound View Wealth Advisors Group, LLC History Reduced 9,022 4,401 0.3% 0.3% 912 -169 -1.84% Q4 2025 Jan 08, 2026
Anchor Investment Management, LLC History Added to 9,000 4,390 0.36% 0.32% 913 +916 11.33% Q4 2025 Feb 26, 2026
Covington Investment Advisors Inc. History Added to 8,973 4,378 0.6% 0.55% 914 +261 3.0% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Added to 8,947 4,364 0.0% 0.0% 915 +568 6.78% Q4 2025 Feb 10, 2026
GPS Wealth Strategies Group, LLC History Reduced 8,924 4,353 3.71% 2.48% 916 -39,995 -81.76% Q4 2025 Feb 06, 2026
Madison Wealth Partners, Inc History Added to 8,924 4,353 0.79% 0.84% 917 +99 1.12% Q4 2025 Feb 10, 2026
Bison Wealth, LLC History New 9,868 4,344 0.49% 918 +9,868 New Q4 2025 Mar 24, 2026
Center for Financial Planning, Inc. History No change 8,899 4,341 0.45% 0.46% 919 0 0.0% Q4 2025 Feb 05, 2026
Aaron Wealth Advisors LLC History Reduced 8,885 4,334 0.24% 0.25% 920 -3 -0.03% Q4 2025 Jan 21, 2026
Global Financial Private Client, LLC History Reduced 8,883 4,333 1.52% 1.64% 921 -691 -7.22% Q4 2025 Jan 27, 2026
Edge Financial Advisors LLC History Reduced 8,856 4,320 1.82% 1.9% 922 -12 -0.14% Q4 2025 Jan 28, 2026
Total Wealth Planning, LLC History Reduced 8,837 4,311 9.22% 8.21% 923 -139,093 -94.03% Q4 2025 Feb 13, 2026
Allen Investment Management, LLC History Added to 8,825 4,305 0.05% 0.05% 924 +207 2.4% Q4 2025 Feb 10, 2026
Worth Asset Management, LLC History Reduced 8,773 4,279 1.81% 2.26% 925 -1,698 -16.22% Q4 2025 Jan 14, 2026
Mezzasalma Advisors, LLC History Added to 18,036 4,271 1.03% 1.06% 927 +9,367 108.05% Q4 2025 Jan 21, 2026
Gradient Capital Advisors, LLC History Reduced 8,755 4,271 1.1% 1.16% 926 -276 -3.06% Q4 2025 Feb 06, 2026
FIDUCIENT ADVISORS LLC History Reduced 8,729 4,258 0.53% 0.49% 928 -70 -0.8% Q4 2025 Feb 10, 2026
Probity Advisors, Inc. History Reduced 8,714 4,251 0.68% 0.71% 929 -383 -4.21% Q4 2025 Jan 27, 2026
Kaydan Wealth Management, Inc. History Added to 8,708 4,248 1.23% 1.19% 930 +9 0.1% Q4 2025 Jan 12, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 8,695 4,241 1.97% 2.05% 931 -107 -1.22% Q4 2025 Jan 15, 2026
KELLEHER FINANCIAL ADVISORS History Added to 8,675 4,232 0.97% 0.99% 932 +373 4.49% Q4 2025 Jan 20, 2026
ELEVATUS WELATH MANAGEMENT History Added to 8,657 4,223 1.15% 1.14% 933 +403 4.88% Q4 2025 Jan 14, 2026
Compass Financial Group, INC/SD History Reduced 8,635 4,212 0.6% 0.64% 934 -268 -3.01% Q4 2025 Jan 27, 2026
Opus Financial Solutions LLC History New 8,571 4,181 3.95% 935 +8,571 New Q4 2025 Feb 17, 2026
Level Wealth Management LLC History Added to 8,494 4,143 2.12% 0.46% 936 +6,655 361.88% Q4 2025 Feb 02, 2026
Summit Trail Advisors, LLC History Added to 8,483 4,138 0.07% 0.05% 937 +529 6.65% Q4 2025 Feb 17, 2026
Fort Vancouver Investment Management, LLC History Reduced 8,468 4,131 2.21% 2.39% 938 -502 -5.6% Q4 2025 Feb 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 8,449 4,122 0.24% 0.23% 939 +774 10.08% Q4 2025 Feb 10, 2026
Oxford Wealth Group, LLC History New 8,410 4,102 1.99% 940 +8,410 New Q4 2025 Feb 10, 2026
Keel Point, LLC History Added to 8,390 4,093 0.25% 0.25% 941 +18 0.22% Q4 2025 Feb 12, 2026
Axis Wealth Partners, LLC History Added to 8,383 4,089 2.26% 2.27% 942 +289 3.57% Q4 2025 Jan 30, 2026
PINNACLE ASSOCIATES LTD History Added to 8,378 4,087 0.05% 0.05% 943 +968 13.06% Q4 2025 Feb 05, 2026
American Capital Advisory, LLC History Reduced 8,352 4,074 1.76% 1.9% 944 -185 -2.17% Q4 2025 Jan 30, 2026
Rossby Financial, LCC History Added to 8,333 4,065 1.25% 0.1% 945 +7,704 1224.8% Q4 2025 Feb 12, 2026
STAR Financial Bank History New 8,329 4,063 2.08% 946 +8,329 New Q4 2025 Feb 13, 2026
Integrated Wealth Management History New 8,306 4,052 4.56% 947 +8,306 New Q4 2025 Mar 03, 2026
Accurate Wealth Management, LLC History Reduced 8,244 4,048 0.51% 0.52% 948 -32 -0.39% Q4 2025 Jan 14, 2026
Meeder Advisory Services, Inc. History Added to 8,295 4,046 0.17% 0.18% 949 +76 0.92% Q4 2025 Feb 11, 2026
Financial Alternatives, Inc History No change 8,281 4,039 2.35% 2.4% 950 0 0.0% Q4 2025 Feb 04, 2026
GREENLEAF TRUST History Added to 8,235 4,017 0.04% 0.03% 951 +1,399 20.47% Q4 2025 Jan 21, 2026
Plancorp, LLC History Reduced 8,232 4,015 0.12% 0.13% 952 -243 -2.87% Q4 2025 Feb 05, 2026
Plante Moran Financial Advisors, LLC History Reduced 8,227 4,013 0.25% 0.28% 953 -1,184 -12.58% Q4 2025 Feb 05, 2026
Keebeck Wealth Management History Reduced 8,205 4,003 0.46% 0.47% 954 -9 -0.11% Q4 2025 Feb 17, 2026
Outlook Wealth Advisors, LLC History Reduced 8,147 3,974 0.9% 0.98% 955 -77 -0.94% Q4 2025 Feb 11, 2026
Prospect Financial Services LLC History Reduced 8,141 3,971 2.28% 2.27% 956 -89 -1.08% Q4 2025 Feb 06, 2026
HHM Wealth Advisors, LLC History Reduced 8,102 3,952 0.47% 0.48% 957 -580 -6.68% Q4 2025 Jan 22, 2026
Raab & Moskowitz Asset Management LLC History Reduced 8,096 3,949 0.86% 0.87% 958 -1 -0.01% Q4 2025 Jan 20, 2026
EVOKE WEALTH, LLC History Reduced 8,081 3,942 0.07% 0.1% 959 -1,966 -19.57% Q4 2025 Feb 06, 2026
Stonebridge Financial Planning Group, LLC History Added to 8,079 3,941 1.42% 1.38% 960 +411 5.36% Q4 2025 Feb 05, 2026
Canvas Wealth Advisors, LLC History Reduced 8,077 3,940 0.67% 0.73% 961 -264 -3.17% Q4 2025 Jan 12, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Added to 8,037 3,921 1.94% 2.02% 962 +346 4.5% Q4 2025 Jan 30, 2026
Vines Capital Management, LLC History New 8,011 3,908 3.81% 964 +8,011 New Q4 2025 Feb 17, 2026
ORSER CAPITAL MANAGEMENT, LLC History Reduced 8,012 3,908 2.21% 2.03% 963 -40 -0.5% Q4 2025 Jan 12, 2026
RVW Wealth, LLC History Reduced 7,976 3,891 0.3% 0.3% 965 -27 -0.34% Q4 2025 Jan 12, 2026
Forum Private Client Group LLC History Reduced 7,975 3,890 1.33% 1.38% 966 -127 -1.57% Q4 2025 Feb 06, 2026
McAdam, LLC History Added to 7,967 3,886 0.18% 0.17% 967 +567 7.66% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 7,953 3,880 0.3% 0.34% 968 -2,036 -20.38% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 7,904 3,856 0.06% 0.06% 969 +138 1.78% Q4 2025 Feb 12, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 7,905 3,856 0.22% 0.22% 970 0 0.0% Q4 2025 Jan 23, 2026
Embree Financial Group History Added to 7,860 3,834 0.47% 0.5% 971 +24 0.31% Q4 2025 Jan 14, 2026
Capital Squared Financial LLC History Added to 7,844 3,826 2.98% 3.14% 972 +309 4.1% Q4 2025 Apr 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 7,794 3,802 0.06% 0.06% 973 +82 1.06% Q4 2025 Jan 28, 2026
RCS Financial Planning, LLC History Added to 7,766 3,788 1.63% 1.6% 974 +219 2.9% Q4 2025 Jan 15, 2026
Advisor OS, LLC History Added to 7,760 3,785 0.3% 0.31% 975 +187 2.47% Q4 2025 Feb 04, 2026
EVERMAY WEALTH MANAGEMENT LLC History Added to 7,718 3,765 0.42% 0.41% 976 +264 3.54% Q4 2025 Jan 22, 2026
Argent Trust Co History Added to 7,695 3,754 0.13% 0.1% 977 +2,072 36.85% Q4 2025 Feb 10, 2026
Allegheny Financial Group History Added to 7,666 3,740 0.55% 0.49% 978 +2,156 39.13% Q4 2025 Feb 02, 2026
Aspen Grove Capital, LLC History Reduced 7,657 3,737 0.65% 0.62% 979 -69 -0.89% Q4 2025 Feb 17, 2026
MJP ASSOCIATES INC /ADV History Added to 7,623 3,718 0.47% 0.47% 980 +200 2.69% Q4 2025 Feb 06, 2026
Coastline Trust Co History No change 7,590 3,702 0.35% 0.39% 981 0 0.0% Q4 2025 Jan 05, 2026
Latko Wealth Management, Ltd. History Reduced 7,572 3,693 1.81% 2.41% 982 -2,330 -23.53% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Added to 7,551 3,683 0.37% 0.37% 983 +334 4.63% Q4 2025 Feb 11, 2026
HANOVER ADVISORS INC History Reduced 7,549 3,682 1.43% 1.43% 984 -132 -1.72% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 7,535 3,675 0.3% 0.3% 985 +406 5.7% Q4 2025 Jan 23, 2026
Covenant Asset Management, LLC History Added to 7,483 3,650 0.43% 0.4% 986 +132 1.8% Q4 2025 Jan 30, 2026
Forum Financial Management, LP History Reduced 7,452 3,635 0.05% 0.05% 987 -117 -1.55% Q4 2025 Jan 27, 2026
Wilson & Boucher Capital Management, LLC History No change 7,445 3,632 2.39% 2.35% 988 0 0.0% Q4 2025 Feb 05, 2026
Compass Planning Associates Inc History Added to 7,412 3,615 2.5% 1.26% 989 +4,547 158.71% Q4 2025 Jan 22, 2026
Smithfield Trust Co History Reduced 7,398 3,611 0.16% 0.16% 990 -186 -2.45% Q4 2025 Feb 09, 2026
Wisconsin Wealth Advisors, LLC History Added to 7,393 3,606 3.53% 3.21% 991 +352 5.0% Q4 2025 Jan 07, 2026
Signal Advisors Wealth, LLC History Added to 7,376 3,598 0.29% 0.29% 992 +632 9.37% Q4 2025 Jan 13, 2026
Busey Bank History Added to 7,368 3,594 0.09% 0.05% 993 +3,281 80.28% Q4 2025 Jan 27, 2026
ROTHSCHILD INVESTMENT LLC History Added to 7,353 3,587 0.2% 0.2% 994 +27 0.37% Q4 2025 Feb 10, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 7,328 3,575 0.17% 0.15% 995 +2,914 66.02% Q4 2025 Feb 12, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 7,307 3,564 1.1% 1.0% 996 +429 6.24% Q4 2025 Jan 20, 2026
GHP Investment Advisors, Inc. History Added to 7,297 3,560 0.15% 0.14% 997 +229 3.24% Q4 2025 Jan 27, 2026
PGIM Custom Harvest LLC History Added to 7,296 3,559 0.05% 0.05% 998 +58 0.8% Q4 2025 Feb 17, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 7,269 3,546 0.95% 1.07% 999 -806 -9.98% Q4 2025 Feb 11, 2026
JT Stratford LLC History Added to 7,250 3,536 0.45% 0.4% 1000 +1,029 16.54% Q4 2025 Feb 12, 2026
ArchPoint Investors History No change 7,220 3,522 0.84% 0.95% 1001 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 7,194 3,509 0.0% 0.0% 1002 +822 12.9% Q4 2025 Feb 17, 2026
SHARPEPOINT LLC History New 7,147 3,486 2.09% 1003 +7,147 New Q4 2025 Feb 11, 2026
United Community Bank History Added to 7,128 3,477 1.31% 0.78% 1004 +1,897 36.26% Q4 2025 Jan 30, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 7,120 3,473 0.66% 0.45% 1005 +346 5.11% Q4 2025 Feb 02, 2026
Vestmark Advisory Solutions, Inc. History Added to 7,106 3,466 0.05% 0.03% 1006 +3,766 112.75% Q4 2025 Feb 06, 2026
ProVise Management Group, LLC History Added to 7,016 3,422 0.24% 0.25% 1007 +3 0.04% Q4 2025 Jan 29, 2026
Net Worth Advisory Group History Added to 6,997 3,413 0.69% 0.27% 1008 +5,083 265.57% Q4 2025 Jan 14, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 6,988 3,409 0.33% 0.32% 1009 -52 -0.74% Q4 2025 Feb 23, 2026
Southland Equity Partners LLC History Added to 6,961 3,395 0.67% 0.67% 1010 +94 1.37% Q4 2025 Jan 14, 2026
KFA Private Wealth Group, LLC History Added to 6,956 3,393 0.83% 0.93% 1011 +172 2.54% Q4 2025 Jan 07, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 6,939 3,385 1.82% 1.9% 1012 +32 0.46% Q4 2025 Jan 29, 2026
Klingman & Associates, LLC History Added to 6,917 3,374 0.16% 0.09% 1013 +3,107 81.55% Q4 2025 Jan 29, 2026
Chicago Capital, LLC History No change 6,917 3,374 0.08% 0.08% 1014 0 0.0% Q4 2025 Jan 26, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 6,900 3,366 2.68% 1015 +6,900 New Q4 2025 Feb 12, 2026
Wealth Enhancement Trust Services, Inc. History New 6,898 3,365 0.43% 1016 +6,898 New Q4 2025 Jan 27, 2026
Greenspring Advisors, LLC History Added to 6,890 3,361 0.21% 0.08% 1017 +5,990 665.56% Q4 2025 Feb 10, 2026
Invst, LLC History Added to 6,886 3,359 0.37% 0.35% 1018 +389 5.99% Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 6,867 3,350 0.04% 0.04% 1019 +3 0.04% Q4 2025 Jan 22, 2026
SFAM, LLC History New 6,829 3,331 3.05% 1020 +6,829 New Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Added to 6,812 3,323 0.06% 0.05% 1021 +680 11.09% Q4 2025 Feb 03, 2026
Ancora Advisors LLC History Added to 6,799 3,316 0.07% 0.06% 1022 +252 3.85% Q4 2025 Feb 17, 2026
Caldwell Trust Co History Added to 6,748 3,292 0.29% 0.29% 1023 +326 5.08% Q4 2025 Jan 30, 2026
Main Street Financial Solutions, LLC History Reduced 6,722 3,279 0.25% 0.34% 1024 -4,253 -38.75% Q4 2025 Feb 17, 2026
UNIVEST FINANCIAL Corp History Added to 6,721 3,278 0.17% 0.18% 1025 +83 1.25% Q4 2025 Feb 04, 2026
Clark Capital Management Group, Inc. History Added to 6,709 3,273 0.02% 0.01% 1026 +2,690 66.93% Q4 2025 Feb 17, 2026
Genesis Financial Group, LLC History New 6,699 3,268 1.9% 1027 +6,699 New Q4 2025 Jan 16, 2026
BKM Wealth Management, LLC History Added to 6,655 3,246 1.19% 1.07% 1028 +590 9.73% Q4 2025 Jan 29, 2026
Advance Capital Management, Inc. History Reduced 6,620 3,229 0.14% 0.16% 1029 -864 -11.54% Q4 2025 Jan 06, 2026
Columbia Asset Management History Added to 6,594 3,216 0.57% 0.58% 1030 +129 2.0% Q4 2025 Jan 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 6,584 3,212 1.12% 0.01% 1031 +6,577 93957.14% Q4 2025 Jan 20, 2026
FENIMORE ASSET MANAGEMENT INC History No change 6,581 3,210 0.07% 0.06% 1032 0 0.0% Q4 2025 Feb 02, 2026
Strategic Equity Management History Added to 6,576 3,207 1.09% 1.16% 1033 +24 0.37% Q4 2025 Feb 09, 2026
Fjell Capital, LLC History Reduced 6,530 3,185 2.44% 2.82% 1034 -154 -2.3% Q4 2025 Jan 12, 2026
Independent Wealth Network Inc. History Added to 6,528 3,184 0.97% 0.95% 1035 +363 5.89% Q4 2025 Jan 26, 2026
MILLENNIUM MANAGEMENT LLC History Added to 6,501 3,171 0.0% 0.0% 1036 +4,246 188.29% Q4 2025 Feb 17, 2026
Ironwood Financial, llc History Added to 6,440 3,171 0.54% 0.5% 1037 +513 8.66% Q4 2025 Jan 15, 2026
Ballentine Partners, LLC History Reduced 6,491 3,166 0.04% 0.04% 1038 -102 -1.55% Q4 2025 Feb 03, 2026
TORRAY INVESTMENT PARTNERS LLC History Reduced 6,436 3,139 0.45% 0.56% 1039 -2,222 -25.66% Q4 2025 Jan 28, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 6,427 3,135 0.05% 0.05% 1040 -264 -3.95% Q4 2025 Feb 09, 2026
Reynders McVeigh Capital Management, LLC History Added to 6,408 3,126 0.15% 0.14% 1041 +210 3.39% Q4 2025 Feb 02, 2026
Rockwood Wealth Management, LLC History Added to 6,396 3,120 0.23% 0.23% 1042 +521 8.87% Q4 2025 Jan 29, 2026
Red Wave Investments LLC History Reduced 6,391 3,117 0.93% 0.97% 1043 -193 -2.93% Q4 2025 Feb 06, 2026
ADIRONDACK TRUST CO History Added to 6,388 3,116 1.02% 1.02% 1044 +75 1.19% Q4 2025 Jan 08, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 6,372 3,108 0.5% 0.53% 1045 -187 -2.85% Q4 2025 Feb 04, 2026
Asempa Wealth Advisors History New 6,359 3,102 2.67% 1046 +6,359 New Q4 2025 Jan 08, 2026
Dorsey & Whitney Trust CO LLC History Added to 6,355 3,100 0.16% 0.16% 1047 +187 3.03% Q4 2025 Feb 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 6,347 3,096 0.06% 0.05% 1048 +881 16.12% Q4 2025 Jan 07, 2026
Smith Salley Wealth Management History Reduced 6,330 3,088 0.15% 0.16% 1049 -74 -1.16% Q4 2025 Jan 27, 2026
VestGen Investment Management History Reduced 6,319 3,082 1.71% 1.98% 1050 -565 -8.21% Q4 2025 Feb 18, 2026
Sagace Wealth Management LLC History Reduced 6,284 3,065 2.08% 2.12% 1051 -212 -3.26% Q4 2025 Feb 02, 2026
DAVIS R M INC History Reduced 6,282 3,064 0.05% 0.05% 1052 -67 -1.06% Q4 2025 Feb 12, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 6,256 3,052 0.12% 0.12% 1053 +2 0.03% Q4 2025 Feb 09, 2026
Summit Investment Advisory Services, LLC History Added to 6,244 3,046 1.15% 1.19% 1054 +18 0.29% Q4 2025 Feb 04, 2026
American Institute for Advanced Investment Management, LLP History Reduced 6,236 3,042 1.96% 2.0% 1055 -125 -1.97% Q4 2025 Feb 04, 2026
Excelsior Advisor Network LLC History New 6,216 3,032 1.47% 1056 +6,216 New Q4 2025 Feb 13, 2026
RoundAngle Advisors LLC History Added to 6,206 3,027 2.2% 2.06% 1057 +649 11.68% Q4 2025 Jan 12, 2026
PRIVATE TRUST CO NA History Added to 6,173 3,011 0.26% 0.26% 1058 +78 1.28% Q4 2025 Jan 26, 2026
Accretive Wealth Partners, LLC History Reduced 6,167 3,008 0.89% 0.91% 1059 -33 -0.53% Q4 2025 Jan 28, 2026
Geometric Wealth Advisors History Reduced 6,149 2,999 0.39% 0.4% 1060 -41 -0.66% Q4 2025 Feb 06, 2026
Diversified Trust Co History Reduced 6,100 2,976 0.05% 0.07% 1061 -1,218 -16.64% Q4 2025 Jan 09, 2026
Trinity Financial Advisors LLC History Reduced 6,101 2,976 0.83% 0.85% 1062 -13 -0.21% Q4 2025 Jan 13, 2026
MOTCO History Reduced 6,080 2,966 0.27% 0.27% 1063 -29 -0.47% Q4 2025 Feb 06, 2026
SageGuard Financial Group, LLC History New 6,079 2,965 0.47% 1064 +6,079 New Q4 2025 Jan 27, 2026
CFO CAPITAL MANAGEMENT LLC History New 6,049 2,951 2.21% 1065 +6,049 New Q4 2025 Mar 02, 2026
L. Roy Papp & Associates, LLP History Reduced 6,042 2,947 0.33% 0.38% 1066 -1,050 -14.81% Q4 2025 Jan 28, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 6,017 2,935 1.37% 1.56% 1067 -507 -7.77% Q4 2025 Jan 22, 2026
Jordan Park Group LLC History No change 6,000 2,927 0.17% 0.16% 1068 0 0.0% Q4 2025 Feb 10, 2026
Kestra Investment Management, LLC History Added to 5,991 2,922 0.07% 0.07% 1069 +200 3.45% Q4 2025 Feb 09, 2026
Carl P. Sherr & Co., LLC History Reduced 6,066 2,921 1.3% 1.42% 1071 -188 -3.01% Q4 2025 Feb 09, 2026
IPG Investment Advisors LLC History Added to 5,989 2,921 0.51% 0.51% 1070 +25 0.42% Q4 2025 Feb 09, 2026
SwitchPoint Financial Planning, LLC History Reduced 5,987 2,920 2.05% 2.08% 1072 -6 -0.1% Q4 2025 Feb 17, 2026
Sendero Wealth Management, LLC History Added to 5,948 2,901 0.32% 0.06% 1073 +4,917 476.92% Q4 2025 Jan 13, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 5,903 2,879 0.08% 0.08% 1074 -13 -0.22% Q4 2025 Jan 12, 2026
Apeiron RIA LLC History Reduced 5,908 2,876 0.58% 0.76% 1076 -1,124 -15.98% Q4 2025 Feb 03, 2026
Silver Lake Advisory, LLC History Reduced 5,896 2,876 1.12% 1.14% 1075 -48 -0.81% Q4 2025 Jan 09, 2026
ADE, LLC History Added to 5,889 2,873 1.39% 1.43% 1077 +2 0.03% Q4 2025 Feb 10, 2026
Jackson Hole Capital Partners, LLC History No change 5,865 2,861 0.49% 0.48% 1078 0 0.0% Q4 2025 Jan 30, 2026
PW Nova Financial Services LLC History New 5,882 2,860 1.08% 1079 +5,882 New Q4 2025 Apr 09, 2026
RS CRUM INC. History No change 5,840 2,849 0.57% 0.62% 1080 0 0.0% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 5,824 2,841 0.18% 0.19% 1081 +438 8.13% Q4 2025 Feb 11, 2026
Sunburst Financial Group, LLC History Reduced 5,811 2,835 0.57% 0.59% 1082 -52 -0.89% Q4 2025 Jan 21, 2026
Gallagher Capital Advisors, LLC History New 5,751 2,829 1.83% 1083 +5,751 New Q4 2025 Feb 12, 2026
NICOLET BANKSHARES INC History Added to 5,794 2,826 0.45% 0.39% 1084 +782 15.6% Q4 2025 Feb 09, 2026
MilWealth Group LLC History Reduced 5,794 2,826 0.67% 0.68% 1085 -7 -0.12% Q4 2025 Feb 02, 2026
EWA, LLC History Reduced 5,778 2,818 0.69% 0.77% 1086 -3 -0.05% Q4 2025 Feb 03, 2026
REDW Wealth LLC History Reduced 5,751 2,805 1.07% 1.09% 1087 -266 -4.42% Q4 2025 Jan 28, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 5,745 2,802 0.2% 0.14% 1088 +1,900 49.41% Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Reduced 5,776 2,801 0.09% 0.1% 1090 -153 -2.58% Q4 2025 Jan 23, 2026
Triangle Securities Wealth Management History Added to 5,741 2,801 0.59% 0.61% 1089 +108 1.92% Q4 2025 Jan 13, 2026
HANCOCK WHITNEY CORP History Reduced 5,741 2,800 0.05% 0.05% 1091 -120 -2.05% Q4 2025 Feb 17, 2026
Quadrant Private Wealth Management, LLC History No change 5,738 2,799 0.46% 0.5% 1092 0 0.0% Q4 2025 Jan 26, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 5,737 2,798 0.18% 0.15% 1093 +1,158 25.29% Q4 2025 Jan 23, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 5,745 2,796 1.86% 1.9% 1095 +100 1.77% Q4 2025 Feb 17, 2026
Fort Sheridan Advisors LLC History Added to 5,733 2,796 0.36% 0.35% 1094 +97 1.72% Q4 2025 Feb 10, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 5,727 2,793 0.02% 0.01% 1096 +1,340 30.54% Q4 2025 Jan 09, 2026
Wealth Preservation Advisors, LLC History Reduced 5,724 2,792 1.41% 1.65% 1097 -199 -3.36% Q4 2025 Feb 23, 2026
WESPAC Advisors, LLC History Reduced 5,722 2,791 1.51% 1.76% 1098 -547 -8.73% Q4 2025 Jan 14, 2026
Riggs Asset Managment Co. Inc. History Added to 5,706 2,783 0.56% 0.57% 1099 +212 3.86% Q4 2025 Jan 29, 2026
Blue Zone Wealth Advisors, LLC History No change 5,688 2,774 0.53% 0.54% 1100 0 0.0% Q4 2025 Jan 21, 2026
Americana Partners, LLC History Added to 5,681 2,771 0.08% 0.07% 1101 +774 15.77% Q4 2025 Feb 06, 2026
FULTON BANK, N.A. History Reduced 5,666 2,764 0.1% 0.1% 1102 -30 -0.53% Q4 2025 Jan 08, 2026
EVERPAR ADVISORS LLC History Added to 5,657 2,759 1.02% 0.32% 1103 +3,963 233.94% Q4 2025 Jan 07, 2026
WESPAC Advisors SoCal, LLC History Added to 5,636 2,749 0.55% 0.49% 1104 +639 12.79% Q4 2025 Jan 07, 2026
Independent Advisor Alliance History Added to 5,621 2,742 0.07% 0.05% 1105 +1,652 41.62% Q4 2025 Feb 04, 2026
Stephens Consulting, LLC History Reduced 5,621 2,742 0.89% 0.95% 1106 -173 -2.99% Q4 2025 Jan 13, 2026
TFB Advisors LLC History Added to 5,608 2,735 0.76% 0.65% 1107 +898 19.07% Q4 2025 Feb 13, 2026
Accent Capital Management, LLC History Reduced 13,430 2,733 1.17% 2.13% 1108 -19,779 -59.56% Q4 2025 Feb 09, 2026
MONEYWISE, INC. History Reduced 5,600 2,732 1.14% 1.23% 1109 -54 -0.96% Q4 2025 Feb 05, 2026
CERTUITY, LLC History Added to 5,551 2,708 0.17% 0.18% 1110 +59 1.07% Q4 2025 Jan 30, 2026
Tannin Capital LLC History New 5,531 2,698 2.41% 1111 +5,531 New Q4 2025 Feb 17, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 5,521 2,693 0.46% 0.45% 1112 0 0.0% Q4 2025 Jan 27, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 5,518 2,692 0.03% 0.04% 1113 -346 -5.9% Q4 2025 Feb 10, 2026
Golden State Equity Partners History Added to 5,493 2,679 0.43% 0.4% 1114 +487 9.73% Q4 2025 Jan 29, 2026
Bowman & Co S.C. History Added to 5,477 2,672 1.13% 1.11% 1115 +8 0.15% Q4 2025 Jan 23, 2026
WEALTH EFFECTS LLC History Reduced 5,453 2,660 0.83% 0.9% 1116 -402 -6.87% Q4 2025 Jan 26, 2026
Bridgewater Advisors Inc. History Reduced 5,575 2,659 0.17% 0.19% 1117 -113 -1.99% Q4 2025 Jan 23, 2026
PATTEN & PATTEN INC/TN History Added to 5,439 2,653 0.16% 0.15% 1118 +11 0.2% Q4 2025 Feb 03, 2026
Coppell Advisory Solutions LLC History Added to 5,361 2,635 0.26% 0.25% 1119 +496 10.2% Q4 2025 Feb 17, 2026
K2 Financial Inc. History Reduced 5,364 2,618 2.02% 2.12% 1120 -130 -2.37% Q4 2025 Jan 22, 2026
Safe Harbor Fiduciary, LLC History New 5,356 2,612 2.31% 1121 +5,356 New Q4 2025 Feb 17, 2026
Northern Lights Advisors, Inc. History New 5,356 2,612 1.79% 1122 +5,356 New Q4 2025 Apr 20, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 5,352 2,611 0.14% 0.15% 1123 0 0.0% Q4 2025 Feb 13, 2026
Key FInancial Inc History Added to 5,333 2,601 0.47% 0.47% 1124 +73 1.39% Q4 2025 Feb 09, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 5,299 2,585 0.03% 0.03% 1125 -325 -5.78% Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 5,300 2,585 0.55% 0.89% 1126 -160 -2.93% Q4 2025 Feb 12, 2026
TRUEFG, LLC History Added to 5,274 2,572 0.69% 0.69% 1127 +43 0.82% Q4 2025 Jan 21, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 5,270 2,570 0.43% 0.45% 1128 -71 -1.33% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History Reduced 5,268 2,569 0.11% 0.13% 1129 -1,213 -18.72% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Reduced 5,219 2,558 0.03% 0.03% 1130 -232 -4.26% Q4 2025 Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 5,241 2,556 0.18% 0.15% 1131 +886 20.34% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History Added to 5,238 2,555 0.15% 0.1% 1132 +1,462 38.72% Q4 2025 Jan 30, 2026
Iron Gate Global Advisors LLC History Added to 5,237 2,554 0.26% 0.22% 1133 +720 15.94% Q4 2025 Feb 17, 2026
Cassady Wealth & Retirement Planning, LLC History New 5,225 2,549 1.66% 1134 +5,225 New Q4 2025 Apr 02, 2026
Evergreen Wealth Management, LLC History Reduced 5,209 2,541 1.28% 1.37% 1135 -241 -4.42% Q4 2025 Feb 06, 2026
Wingate Wealth Advisors, Inc. History Added to 5,199 2,536 1.41% 1.66% 1136 +187 3.73% Q4 2025 Jan 28, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 5,150 2,512 0.19% 0.19% 1137 0 0.0% Q4 2025 Feb 04, 2026
Greenhouse Wealth Management, LLC History Reduced 5,142 2,508 1.48% 1.49% 1138 -22 -0.43% Q4 2025 Jan 21, 2026
Atlas Legacy Advisors, LLC History Added to 5,117 2,496 0.44% 0.45% 1140 +217 4.43% Q4 2025 Jan 29, 2026
Pinnacle Bancorp, Inc. History Reduced 5,117 2,496 0.73% 0.74% 1139 -125 -2.38% Q4 2025 Jan 22, 2026
Intrua Financial, LLC History Added to 5,114 2,494 0.26% 0.18% 1141 +1,568 44.22% Q4 2025 Feb 05, 2026
CWA Asset Management Group, LLC History Added to 5,085 2,480 0.09% 0.09% 1142 +59 1.17% Q4 2025 Jan 07, 2026
Legacy Financial Group LLC History Added to 5,297 2,475 0.31% 0.32% 1143 +135 2.62% Q4 2025 Feb 05, 2026
Sunbelt Securities, Inc. History Reduced 5,037 2,457 0.16% 0.18% 1144 -330 -6.15% Q4 2025 Feb 20, 2026
Arsenal Capital Advisors LLC History New 5,009 2,443 1.73% 1145 +5,009 New Q4 2025 Feb 11, 2026
Graetz Wealth LLC History New 4,987 2,433 2.21% 1147 +4,987 New Q4 2025 Feb 12, 2026
WORLD EQUITY GROUP, INC. History Added to 4,989 2,433 0.68% 0.52% 1146 +249 5.25% Q4 2025 Jan 12, 2026
DT Investment Partners, LLC History Added to 4,978 2,428 0.2% 0.2% 1148 +10 0.2% Q4 2025 Feb 10, 2026
Foguth Wealth Management, LLC. History New 4,991 2,426 0.38% 1149 +4,991 New Q4 2025 Jan 05, 2026
Marks Group Wealth Management, Inc History No change 4,969 2,424 0.23% 0.22% 1150 0 0.0% Q4 2025 Feb 11, 2026
Mayflower Financial Advisors, LLC History Added to 4,948 2,413 0.29% 0.25% 1152 +869 21.3% Q4 2025 Jan 13, 2026
SeaCrest Wealth Management, LLC History Added to 4,911 2,413 0.24% 0.24% 1151 +231 4.94% Q4 2025 Jan 12, 2026
Next Capital Management LLC History Reduced 4,942 2,411 0.77% 0.82% 1153 -210 -4.08% Q4 2025 Feb 11, 2026
Compass Ion Advisors, LLC History Reduced 4,941 2,410 0.23% 0.27% 1154 -865 -14.9% Q4 2025 Jan 29, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 4,930 2,405 0.65% 0.06% 1155 +4,643 1617.77% Q4 2025 Feb 09, 2026
Vantage Financial Partners, LLC History Added to 4,925 2,402 0.49% 0.5% 1156 +9 0.18% Q4 2025 Feb 03, 2026
Harbour Capital Advisors, LLC History No change 4,927 2,395 0.49% 0.49% 1157 0 0.0% Q4 2025 Jan 07, 2026
BXM Wealth LLC History Added to 4,900 2,390 1.84% 2.18% 1158 +106 2.21% Q4 2025 Jan 20, 2026
Daybright Advisory Services, Inc. History New 4,899 2,389 0.64% 1159 +4,899 New Q4 2025 Feb 12, 2026
KLCM Advisors, Inc. History New 4,891 2,386 0.2% 1160 +4,891 New Q4 2025 Feb 04, 2026
KANE INVESTMENT MANAGEMENT, INC. History Added to 4,884 2,382 1.16% 1.11% 1162 +106 2.22% Q4 2025 Feb 13, 2026
Silver Coast Investments LLC History Added to 4,884 2,382 0.82% 0.8% 1161 +32 0.66% Q4 2025 Jan 27, 2026
Stratos Wealth Advisors, LLC History Reduced 4,881 2,381 0.11% 1.31% 1163 -52,139 -91.44% Q4 2025 Jan 20, 2026
KPP Advisory Services LLC History Added to 4,880 2,380 0.35% 0.34% 1164 +38 0.78% Q4 2025 Feb 02, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 4,866 2,374 2.23% 1165 +4,866 New Q4 2025 Feb 02, 2026
Camarda Financial Advisors, LLC History Added to 4,844 2,363 0.9% 0.74% 1166 +640 15.22% Q4 2025 Feb 17, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 4,837 2,359 2.21% 1167 +4,837 New Q4 2025 Feb 05, 2026
Evanson Asset Management, LLC History Added to 4,833 2,357 0.13% 0.13% 1168 +65 1.36% Q4 2025 Jan 12, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 4,812 2,347 0.92% 1.17% 1169 -1,324 -21.58% Q4 2025 Jan 07, 2026
Occidental Asset Management, LLC History Added to 4,804 2,343 0.28% 0.25% 1170 +670 16.21% Q4 2025 Jan 08, 2026
Powell Investment Advisors, LLC History Reduced 4,793 2,338 0.8% 0.83% 1171 -124 -2.52% Q4 2025 Feb 09, 2026
PECAUT & CO. History Reduced 4,783 2,333 0.75% 0.74% 1172 -6 -0.13% Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History Added to 4,771 2,328 0.28% 0.29% 1173 +5 0.1% Q4 2025 Jan 20, 2026
Paragon Private Wealth Management, LLC History Reduced 4,753 2,318 0.71% 0.76% 1174 -56 -1.16% Q4 2025 Feb 11, 2026
Strategic Advocates LLC History Added to 4,702 2,312 0.59% 0.58% 1175 +30 0.64% Q4 2025 Feb 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 4,736 2,310 0.3% 0.34% 1176 -230 -4.63% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Added to 4,709 2,297 0.08% 0.08% 1177 +90 1.95% Q4 2025 Feb 06, 2026
Faithward Advisors, LLC History Added to 4,705 2,295 0.34% 0.25% 1178 +1,141 32.01% Q4 2025 Feb 17, 2026
Asset Dedication, LLC History Reduced 4,700 2,292 0.15% 0.16% 1179 -368 -7.26% Q4 2025 Jan 26, 2026
Wealth Watch Advisors, INC History Reduced 4,649 2,268 0.84% 0.95% 1180 -178 -3.69% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Added to 4,641 2,263 0.04% 0.04% 1181 +200 4.5% Q4 2025 Feb 17, 2026
Element Squared LLC History Added to 4,632 2,260 1.23% 0.73% 1183 +1,953 72.9% Q4 2025 Jan 20, 2026
Barnes Wealth Management Group, Inc History Reduced 4,634 2,260 1.21% 1.29% 1182 -267 -5.45% Q4 2025 Feb 24, 2026
Heritage Financial Services, LLC History No change 4,617 2,252 0.19% 0.2% 1184 0 0.0% Q4 2025 Feb 02, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 4,612 2,250 0.05% 0.05% 1185 -359 -7.22% Q4 2025 Feb 18, 2026
Olde Wealth Management, LLC History Reduced 4,600 2,244 0.69% 0.71% 1186 -27 -0.58% Q4 2025 Feb 12, 2026
Balefire, LLC History Reduced 4,597 2,242 0.44% 0.45% 1187 -87 -1.86% Q4 2025 Jan 12, 2026
Ballast Financial Advisors LLC History New 4,575 2,231 2.3% 1189 +4,575 New Q4 2025 Feb 17, 2026
UNITED BANK History No change 4,574 2,231 0.29% 0.26% 1188 0 0.0% Q4 2025 Feb 13, 2026
Trilogy Capital Inc. History Added to 4,569 2,229 0.1% 0.1% 1190 +110 2.47% Q4 2025 Jan 22, 2026
Ally Invest Advisors Inc. History Added to 4,550 2,219 0.15% 0.15% 1191 +54 1.2% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Reduced 4,547 2,218 0.1% 0.11% 1192 -138 -2.95% Q4 2025 Feb 17, 2026
Ponta Wealth Partners, LLC History New 4,545 2,217 2.07% 1193 +4,545 New Q4 2025 Feb 03, 2026
TECTONIC ADVISORS LLC History Added to 4,536 2,212 0.12% 0.11% 1194 +308 7.28% Q4 2025 Jan 23, 2026
Freestone Capital Holdings, LLC History Added to 4,527 2,208 0.07% 0.06% 1195 +594 15.1% Q4 2025 Jan 23, 2026
Founders Financial Alliance, LLC History Reduced 4,527 2,208 0.42% 0.42% 1196 -170 -3.62% Q4 2025 Feb 12, 2026
Capital Investment Counsel, LLC History Added to 4,520 2,205 0.31% 0.17% 1197 +2,125 88.73% Q4 2025 Feb 02, 2026
Maia Wealth LLC History Reduced 4,788 2,203 0.38% 1.0% 1198 -7,226 -60.15% Q4 2025 Feb 17, 2026
Synergy Asset Management, LLC History Reduced 4,511 2,200 0.23% 0.28% 1200 -12,155 -72.93% Q4 2025 Jan 13, 2026
GM Advisory Group, LLC History Added to 4,510 2,200 0.09% 0.09% 1199 +179 4.13% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History Reduced 4,493 2,191 0.88% 0.88% 1201 -124 -2.69% Q4 2025 Feb 06, 2026
Sovran Advisors, LLC History Added to 4,496 2,183 0.19% 0.17% 1202 +655 17.05% Q4 2025 Jan 20, 2026
Bedel Financial Consulting, Inc. History Reduced 4,471 2,181 0.23% 0.28% 1203 -80 -1.76% Q4 2025 Jan 28, 2026
Clarendon Private LLC History No change 4,453 2,172 1.84% 1.94% 1204 0 0.0% Q4 2025 Feb 05, 2026
CIBC WORLD MARKET INC. History Reduced 4,452 2,171 0.0% 0.0% 1205 -623 -12.28% Q4 2025 Feb 10, 2026
Retirement Planning Co of New England, Inc. History Added to 4,446 2,169 0.87% 0.85% 1206 +42 0.95% Q4 2025 Jan 28, 2026
Mission Creek Capital Partners, Inc. History Added to 4,438 2,165 0.44% 0.39% 1207 +313 7.59% Q4 2025 Feb 12, 2026
Douglass Winthrop Advisors, LLC History No change 4,430 2,161 0.04% 0.04% 1208 0 0.0% Q4 2025 Feb 12, 2026
Avant Capital LLC History Reduced 4,413 2,152 1.48% 1.52% 1209 -90 -2.0% Q4 2025 Feb 13, 2026
Rollins Financial Advisors, LLC History Reduced 4,392 2,142 0.31% 0.32% 1210 -34 -0.77% Q4 2025 Feb 04, 2026
Walkner Condon Financial Advisors LLC History Added to 4,372 2,132 0.3% 0.31% 1211 +260 6.32% Q4 2025 Jan 21, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 4,351 2,122 0.23% 0.25% 1212 -315 -6.75% Q4 2025 Jan 09, 2026
Goldstein Advisors, LLC History Reduced 4,349 2,121 0.24% 0.26% 1213 -89 -2.01% Q4 2025 Feb 10, 2026
Livet Wealth, LLC History New 4,343 2,118 1.3% 1214 +4,343 New Q4 2025 Feb 13, 2026
Stonebrook Private Inc. History Reduced 4,337 2,115 0.44% 0.45% 1215 -5 -0.12% Q4 2025 Feb 11, 2026
Nicholas Hoffman & Company, LLC. History Added to 4,317 2,105 0.05% 0.05% 1216 +64 1.5% Q4 2025 Feb 02, 2026
COMMUNITY TRUST & INVESTMENT CO History Added to 4,301 2,098 0.11% 0.11% 1217 +6 0.14% Q4 2025 Jan 09, 2026
Cypress Point Wealth Management, LLC History Reduced 4,298 2,096 0.46% 0.43% 1218 -105 -2.38% Q4 2025 Feb 02, 2026
STALEY CAPITAL ADVISERS INC History Added to 4,284 2,089 0.09% 0.08% 1219 +15 0.35% Q4 2025 Feb 05, 2026
CGC Financial Services, LLC History Added to 4,281 2,088 0.56% 0.48% 1220 +686 19.08% Q4 2025 Feb 03, 2026
Marquette Asset Management, LLC History No change 4,274 2,085 0.31% 0.31% 1221 0 0.0% Q4 2025 Jan 16, 2026
Kearns & Associates LLC History Added to 4,267 2,081 1.08% 1.09% 1222 +1 0.02% Q4 2025 Jan 08, 2026
Saiph Capital, LLC History Reduced 4,216 2,057 0.74% 0.75% 1224 -155 -3.55% Q4 2025 Feb 12, 2026
Alta Wealth Advisors LLC History Reduced 4,218 2,057 0.69% 0.74% 1223 -79 -1.84% Q4 2025 Feb 03, 2026
Taylor Hoffman Capital Management LLC History Reduced 4,209 2,053 0.62% 0.65% 1225 -92 -2.14% Q4 2025 Feb 11, 2026
Tradewinds, LLC. History Added to 4,207 2,052 0.49% 0.47% 1226 +151 3.72% Q4 2025 Feb 13, 2026
Boyd Wealth Management, LLC History Reduced 4,203 2,050 0.87% 0.88% 1228 -80 -1.87% Q4 2025 Jan 28, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Added to 4,204 2,050 0.93% 0.93% 1227 +26 0.62% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 4,201 2,049 0.14% 0.12% 1229 +630 17.64% Q4 2025 Feb 03, 2026
White Knight Strategic Wealth Advisors, LLC History Reduced 4,201 2,049 1.5% 1.59% 1230 -2 -0.05% Q4 2025 Feb 20, 2026
TMB Capital Partners, LLC History New 4,198 2,047 0.7% 1232 +4,198 New Q4 2025 Feb 19, 2026
Next Level Private LLC History Added to 4,197 2,047 0.54% 0.59% 1231 +1 0.02% Q4 2025 Jan 07, 2026
Accel Wealth Management History Added to 4,193 2,045 0.56% 0.57% 1233 +134 3.3% Q4 2025 Jan 20, 2026
Compass Advisory Group LLC History Reduced 4,189 2,043 0.55% 0.57% 1234 -73 -1.71% Q4 2025 Jan 21, 2026
Obermeyer Wealth Partners History Added to 4,175 2,036 0.09% 0.09% 1235 +343 8.95% Q4 2025 Jan 29, 2026
Madden Advisory Services, Inc. History Added to 4,161 2,029 0.82% 0.67% 1236 +542 14.98% Q4 2025 Feb 11, 2026
Wiser Advisor Group LLC History Reduced 4,154 2,026 2.32% 2.52% 1237 -66 -1.56% Q4 2025 Feb 09, 2026
Glenview Trust Co History Added to 4,147 2,023 0.03% 0.03% 1238 +2 0.05% Q4 2025 Feb 09, 2026
HORAN Wealth, LLC History Added to 4,146 2,022 0.31% 0.31% 1239 +90 2.22% Q4 2025 Feb 04, 2026
FIRST TRUST ADVISORS LP History Added to 4,144 2,021 0.0% 0.0% 1240 +105 2.6% Q4 2025 Feb 13, 2026
CBM Financial, LLC History New 4,349 2,011 1.37% 1241 +4,349 New Q4 2025 Feb 19, 2026
Jaffetilchin Investment Partners, LLC History Added to 4,089 1,994 0.12% 0.11% 1242 +165 4.2% Q4 2025 Jan 15, 2026
CRA Financial Services, LLC History Reduced 4,088 1,994 0.26% 0.27% 1243 -86 -2.06% Q4 2025 Jan 16, 2026
Rossmore Private Capital History Reduced 4,086 1,993 0.18% 0.21% 1244 -2 -0.05% Q4 2025 Feb 05, 2026
ICONIQ Capital, LLC History Added to 4,080 1,990 0.03% 0.02% 1245 +1 0.02% Q4 2025 Feb 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 4,069 1,985 0.03% 0.03% 1246 +102 2.57% Q4 2025 Jan 13, 2026
Aventus Investment Advisors, Inc. History Reduced 4,069 1,985 1.61% 1.67% 1247 -4 -0.1% Q4 2025 Jan 14, 2026
Park Place Capital Corp History Added to 4,063 1,981 0.41% 0.41% 1248 +1 0.02% Q4 2025 Jan 09, 2026
GAMMA Investing LLC History Reduced 4,056 1,978 0.1% 0.12% 1249 -435 -9.69% Q4 2025 Jan 05, 2026
NorthLanding Financial Partners, LLC History Reduced 4,052 1,976 1.59% 1.65% 1250 -63 -1.53% Q4 2025 Jan 26, 2026
Baker Avenue Asset Management, LP History Added to 4,045 1,973 0.05% 0.03% 1251 +1,354 50.32% Q4 2025 Feb 10, 2026
Arlington Capital Management, Inc. History Added to 4,020 1,961 1.21% 1.21% 1252 +63 1.59% Q4 2025 Jan 06, 2026
FOCUSED ALPHA, LLC History New 4,018 1,960 0.58% 1254 +4,018 New Q4 2025 Feb 13, 2026
SFM, LLC History No change 4,019 1,960 1.15% 1.12% 1253 0 0.0% Q4 2025 Jan 23, 2026
Icon Wealth Advisors, LLC History Reduced 4,011 1,957 0.13% 0.13% 1255 -1 -0.02% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Reduced 4,006 1,954 0.01% 0.02% 1256 -978 -19.62% Q4 2025 Jan 27, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 4,003 1,952 0.9% 0.89% 1257 +27 0.68% Q4 2025 Jan 28, 2026
PARK NATIONAL CORP /OH/ History Reduced 3,995 1,949 0.06% 0.06% 1258 -28 -0.7% Q4 2025 Jan 05, 2026
Oakworth Capital, Inc. History Reduced 3,994 1,948 0.11% 0.11% 1259 -3 -0.08% Q4 2025 Jan 30, 2026
Acorn Wealth Advisors, LLC History Added to 3,982 1,942 0.58% 0.59% 1260 +64 1.63% Q4 2025 Feb 10, 2026
Detalus Advisors, LLC History No change 3,981 1,942 0.47% 0.49% 1261 0 0.0% Q4 2025 Feb 03, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History Added to 3,979 1,941 1.33% 1.31% 1262 +181 4.77% Q4 2025 Feb 09, 2026
West Financial Advisors, LLC History Reduced 3,944 1,923 0.32% 0.44% 1263 -1,634 -29.29% Q4 2025 Jan 13, 2026
LifeSteps Financial, Inc. History Reduced 3,937 1,920 1.23% 1.28% 1264 -210 -5.06% Q4 2025 Jan 28, 2026
North Ridge Wealth Advisors, Inc. History Reduced 3,925 1,914 1.07% 1.08% 1265 -10 -0.25% Q4 2025 Feb 13, 2026
Breakwater Capital Group History Added to 3,912 1,908 0.27% 0.28% 1266 +10 0.26% Q4 2025 Jan 09, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 3,904 1,904 0.88% 0.97% 1267 -136 -3.37% Q4 2025 Feb 17, 2026
Sage Financial Management Group, Inc. History Added to 3,888 1,896 0.58% 0.58% 1269 +71 1.86% Q4 2025 Feb 05, 2026
Asset Management Group, Inc. History Reduced 3,888 1,896 0.31% 0.31% 1268 -7 -0.18% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History New 3,873 1,889 0.05% 1270 +3,873 New Q4 2025 Feb 17, 2026
IFC Advisors LLC History Reduced 3,865 1,885 0.28% 0.35% 1271 -158 -3.93% Q4 2025 Feb 12, 2026
Fusion Family Wealth, LLC History No change 3,844 1,875 0.14% 0.14% 1272 0 0.0% Q4 2025 Feb 04, 2026
Yelin Lapidot Holdings Management Ltd. History No change 3,835 1,870 0.37% 0.39% 1273 0 0.0% Q4 2025 Feb 05, 2026
RETIREMENT GUYS FORMULA LLC History Added to 4,234 1,868 0.85% 0.64% 1274 +31 0.74% Q4 2025 Jan 23, 2026
Spinnaker Investment Group, LLC History Reduced 3,828 1,867 0.34% 0.37% 1275 -243 -5.97% Q4 2025 Jan 12, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 3,826 1,866 0.27% 1276 +3,826 New Q4 2025 Feb 13, 2026
CRUX WEALTH ADVISORS History Reduced 3,818 1,862 0.69% 0.74% 1277 -101 -2.58% Q4 2025 Jan 21, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 3,813 1,860 0.92% 0.92% 1278 0 0.0% Q4 2025 Feb 13, 2026
WealthCare Investment Partners, LLC History Reduced 3,818 1,856 0.54% 0.61% 1279 -61 -1.57% Q4 2025 Jan 06, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 3,803 1,855 0.06% 0.08% 1280 -1,124 -22.81% Q4 2025 Feb 12, 2026
GeoWealth Management, LLC History Reduced 3,802 1,854 0.07% 0.08% 1281 -563 -12.9% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History No change 3,797 1,852 0.0% 0.0% 1282 0 0.0% Q4 2025 Feb 11, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,796 1,851 0.02% 0.02% 1283 -45 -1.17% Q4 2025 Feb 13, 2026
Arkos Global Advisors History Reduced 3,787 1,848 0.24% 0.27% 1285 -567 -13.02% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 3,789 1,848 0.06% 0.07% 1284 -218 -5.44% Q4 2025 Feb 13, 2026
SkyOak Wealth, LLC History Added to 3,775 1,841 0.33% 0.34% 1286 +11 0.29% Q4 2025 Feb 05, 2026
BURNEY CO/ History Added to 3,758 1,833 0.06% 0.05% 1287 +286 8.24% Q4 2025 Jan 23, 2026
Goodwin Investment Advisory History Added to 3,757 1,832 2.01% 1.84% 1288 +183 5.12% Q4 2025 Feb 09, 2026
Lantz Financial LLC History Added to 3,750 1,829 0.39% 0.39% 1289 +117 3.22% Q4 2025 Jan 14, 2026
FIRST MANHATTAN CO. LLC. History Reduced 3,741 1,825 0.0% 0.01% 1290 -235 -5.91% Q4 2025 Feb 17, 2026
Prepared Retirement Institute LLC History Added to 3,739 1,824 0.92% 0.93% 1291 +22 0.59% Q4 2025 Jan 29, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 3,717 1,822 0.5% 0.36% 1292 +1,244 50.3% Q4 2025 Jan 14, 2026
Lifeworks Advisors, LLC History Added to 3,723 1,816 0.24% 0.24% 1293 +33 0.89% Q4 2025 Feb 13, 2026
River Wealth Advisors LLC History No change 3,704 1,807 0.2% 0.21% 1294 0 0.0% Q4 2025 Feb 13, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 3,702 1,806 0.59% 0.59% 1295 +3 0.08% Q4 2025 Jan 27, 2026
Equity Wealth Partners, LLC History Reduced 3,694 1,802 1.17% 1.8% 1297 -941 -20.3% Q4 2025 Jan 26, 2026
Twin Lakes Capital Management, LLC History Added to 3,695 1,802 0.8% 0.82% 1296 +7 0.19% Q4 2025 Feb 04, 2026
Harbor Group, Inc. History Reduced 3,691 1,800 0.27% 0.29% 1298 -64 -1.7% Q4 2025 Jan 12, 2026
Lincoln Capital LLC History Added to 3,669 1,790 0.32% 0.31% 1299 +207 5.98% Q4 2025 Jan 08, 2026
TCW GROUP INC History New 3,659 1,785 0.01% 1300 +3,659 New Q4 2025 Feb 17, 2026
Lloyd Advisory Services, LLC. History Reduced 3,661 1,785 0.69% 0.84% 1301 -50 -1.35% Q4 2025 Feb 06, 2026
ADVOCATE GROUP LLC History No change 3,649 1,780 0.29% 0.29% 1302 0 0.0% Q4 2025 Jan 20, 2026
New Republic Capital, LLC History Added to 3,647 1,779 0.47% 0.26% 1304 +1,904 109.24% Q4 2025 Feb 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,647 1,779 0.12% 0.11% 1303 +533 17.12% Q4 2025 Feb 02, 2026
LaFleur & Godfrey LLC History Added to 3,645 1,778 0.22% 0.2% 1305 +267 7.9% Q4 2025 Feb 03, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 3,643 1,777 0.89% 0.98% 1306 0 0.0% Q4 2025 Jan 23, 2026
Western Reserve Capital Management, LLC History New 3,642 1,776 1.66% 1307 +3,642 New Q4 2025 Feb 10, 2026
Cordoba Advisory Partners LLC History New 3,638 1,774 0.44% 1308 +3,638 New Q4 2025 Feb 13, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 3,633 1,772 0.11% 0.12% 1309 0 0.0% Q4 2025 Feb 10, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 3,626 1,768 0.1% 0.07% 1310 +1,127 45.1% Q4 2025 Feb 04, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,623 1,767 0.05% 0.05% 1311 +529 17.1% Q4 2025 Feb 13, 2026
PAX Financial Group, LLC History Reduced 3,623 1,767 0.3% 0.33% 1312 -208 -5.43% Q4 2025 Feb 05, 2026
Bogart Wealth, LLC History Added to 3,616 1,763 0.07% 0.04% 1313 +1,333 58.39% Q4 2025 Jan 30, 2026
Northwest Bancshares, Inc. History Reduced 3,604 1,758 0.34% 0.29% 1314 -93 -2.52% Q4 2025 Feb 13, 2026
PCM Encore, LLC History New 3,595 1,753 0.37% 1315 +3,595 New Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History Reduced 3,591 1,751 0.23% 0.23% 1316 -27 -0.75% Q4 2025 Feb 12, 2026
Confluence Wealth Services, Inc. History Reduced 3,589 1,750 0.07% 0.1% 1317 -506 -12.36% Q4 2025 Jan 28, 2026
Westmount Partners, LLC History Added to 3,589 1,750 0.44% 0.45% 1318 +3 0.08% Q4 2025 Jan 15, 2026
Investments & Financial Planning, LLC History Reduced 3,583 1,748 0.94% 1.02% 1319 -374 -9.45% Q4 2025 Feb 23, 2026
OPTIMA CAPITAL LLC History Reduced 3,575 1,744 0.76% 0.92% 1320 -372 -9.42% Q4 2025 Jan 23, 2026
Athena Investment Management History Added to 3,566 1,739 0.89% 0.87% 1321 +82 2.35% Q4 2025 Feb 12, 2026
SK Wealth Management, LLC History Reduced 3,583 1,738 0.48% 0.72% 1322 -386 -9.73% Q4 2025 Jan 30, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 3,561 1,737 0.57% 0.47% 1323 +644 22.08% Q4 2025 Jan 27, 2026
Cherry Tree Wealth Management, LLC History Added to 3,559 1,736 0.37% 0.37% 1324 +90 2.59% Q4 2025 Feb 10, 2026
Midwest Financial Partners Investments, Inc. History New 3,553 1,733 0.96% 1325 +3,553 New Q4 2025 Feb 06, 2026
William Mack & Associates, Inc. History Added to 3,548 1,730 0.81% 0.85% 1326 +246 7.45% Q4 2025 Feb 09, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History Reduced 3,535 1,724 0.09% 0.1% 1327 -100 -2.75% Q4 2025 Jan 30, 2026
DeLarme Wealth Management, Inc. History New 3,533 1,723 1.22% 1328 +3,533 New Q4 2025 Jan 26, 2026
Foster Group, Inc. History Reduced 3,528 1,721 0.05% 0.07% 1329 -1,125 -24.18% Q4 2025 Jan 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 3,485 1,713 0.12% 0.33% 1330 -5,782 -62.39% Q4 2025 Jan 15, 2026
GRANVILLE CAPITAL, INC. History New 3,509 1,711 0.91% 1331 +3,509 New Q4 2025 Feb 13, 2026
Cedar Mountain Advisors, LLC History Reduced 3,493 1,704 0.33% 0.33% 1332 -12 -0.34% Q4 2025 Feb 11, 2026
Eldridge Investment Advisors, Inc. History Added to 3,492 1,703 0.38% 0.37% 1333 +136 4.05% Q4 2025 Feb 11, 2026
Austin Wealth Management, LLC History Added to 3,482 1,699 0.25% 0.16% 1334 +1,351 63.4% Q4 2025 Jan 26, 2026
Hilltop National Bank History Added to 3,464 1,689 0.41% 0.4% 1335 +86 2.55% Q4 2025 Jan 07, 2026
Brady Martz Wealth Solutions, LLC History Added to 3,452 1,684 0.3% 0.23% 1337 +831 31.71% Q4 2025 Jan 15, 2026
Grange Capital, LLC History Reduced 3,453 1,684 1.62% 1.64% 1336 -85 -2.4% Q4 2025 Feb 03, 2026
Provenance Wealth Advisors, LLC History Reduced 3,448 1,682 0.19% 0.26% 1338 -703 -16.94% Q4 2025 Jan 26, 2026
Zinnia Wealth Advisory, LLC History New 3,444 1,680 1.82% 1339 +3,444 New Q4 2025 Feb 13, 2026
360 Financial, Inc. History Added to 3,434 1,675 0.51% 0.52% 1340 +31 0.91% Q4 2025 Feb 13, 2026
London & Capital Asset Management Ltd History New 3,424 1,670 0.02% 1341 +3,424 New Q4 2025 Feb 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 3,414 1,666 0.45% 0.6% 1342 -628 -15.54% Q4 2025 Feb 10, 2026
OBSIDIAN CIO, LLC History Reduced 3,414 1,665 2.47% 2.51% 1343 -36,502 -91.45% Q4 2025 Feb 18, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 3,410 1,663 0.24% 0.25% 1344 +16 0.47% Q4 2025 Feb 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 3,402 1,660 0.0% 0.0% 1345 +61 1.83% Q4 2025 Feb 17, 2026
LRI Investments, LLC History Added to 3,399 1,658 0.13% 0.13% 1346 +80 2.41% Q4 2025 Feb 04, 2026
Capital Group Private Client Services, Inc. History Reduced 3,395 1,656 0.03% 0.03% 1347 -481 -12.41% Q4 2025 Feb 11, 2026
Manchester Capital Management LLC History Reduced 3,391 1,654 0.23% 0.23% 1348 -85 -2.45% Q4 2025 Feb 11, 2026
Donalies Financial Planning, LLC History New 3,385 1,651 1.41% 1349 +3,385 New Q4 2025 Feb 17, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 3,382 1,649 0.55% 0.6% 1350 -185 -5.19% Q4 2025 Jan 26, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 3,368 1,643 0.11% 0.11% 1351 -214 -5.97% Q4 2025 Jan 27, 2026
Petersen Hastings Wealth Advisors Inc. History New 3,362 1,640 0.16% 1352 +3,362 New Q4 2025 Feb 11, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 3,361 1,639 0.39% 0.39% 1353 +50 1.51% Q4 2025 Feb 02, 2026
SFG Wealth Management, LLC. History No change 3,351 1,634 0.64% 0.7% 1354 0 0.0% Q4 2025 Feb 03, 2026
INGALLS & SNYDER LLC History Reduced 3,347 1,633 0.06% 0.06% 1355 -547 -14.05% Q4 2025 Feb 13, 2026
Boston Trust Walden Corp History No change 3,334 1,626 0.01% 0.01% 1356 0 0.0% Q4 2025 Jan 28, 2026
Pekin Hardy Strauss, Inc. History Added to 3,328 1,623 0.15% 0.15% 1357 +180 5.72% Q4 2025 Jan 30, 2026
Operose Advisors LLC History Added to 3,328 1,623 0.38% 0.4% 1358 +1 0.03% Q4 2025 Feb 10, 2026
Cosner Financial Group, LLC History Reduced 3,326 1,622 0.83% 0.86% 1359 -20 -0.6% Q4 2025 Jan 30, 2026
Precision Wealth Strategies, LLC History Reduced 3,322 1,620 0.52% 0.73% 1360 -1,349 -28.88% Q4 2025 Jan 30, 2026
Legacy Wealth Partners, LLC History New 3,319 1,619 0.42% 1361 +3,319 New Q4 2025 Feb 17, 2026
Legacy Advisors, LLC History Added to 3,315 1,617 0.17% 0.19% 1362 +105 3.27% Q4 2025 Jan 27, 2026
Graney & King, LLC History Reduced 3,316 1,617 0.95% 1.11% 1363 -29 -0.87% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History Added to 3,309 1,614 0.13% 0.09% 1364 +1,129 51.79% Q4 2025 Feb 13, 2026
TME FINANCIAL, INC. History Added to 3,305 1,612 1.13% 1.07% 1365 +325 10.91% Q4 2025 Jan 27, 2026
McAlister, Sweet & Associates, Inc. History Reduced 3,299 1,609 1.22% 1.06% 1366 -50 -1.49% Q4 2025 Jan 02, 2026
Bank of New Hampshire History New 3,294 1,607 0.36% 1367 +3,294 New Q4 2025 Mar 16, 2026
DMKC Advisory Services, LLC History Added to 3,291 1,605 0.7% 0.68% 1368 +500 17.91% Q4 2025 Jan 30, 2026
Breakwater Investment Management History No change 3,284 1,602 0.58% 0.58% 1369 0 0.0% Q4 2025 Feb 02, 2026
Jackson Wealth Management, LLC History Reduced 3,280 1,600 0.16% 0.16% 1370 -137 -4.01% Q4 2025 Jan 20, 2026
Team Hewins, LLC History No change 3,272 1,596 0.51% 0.53% 1371 0 0.0% Q4 2025 Jan 28, 2026
Aprio Wealth Management, LLC History Added to 3,223 1,594 0.09% 0.13% 1372 +405 14.37% Q4 2025 Jan 29, 2026
New England Private Wealth Advisors LLC History Reduced 3,256 1,588 0.2% 0.21% 1373 -37 -1.12% Q4 2025 Feb 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 3,255 1,587 0.5% 0.51% 1374 -109 -3.24% Q4 2025 Jan 27, 2026
ARQ WEALTH ADVISORS, LLC History No change 3,228 1,574 0.42% 0.46% 1375 0 0.0% Q4 2025 Feb 09, 2026
Curtis Advisory Group, LLC History Reduced 3,205 1,563 0.33% 0.38% 1376 -259 -7.48% Q4 2025 Jan 23, 2026
CHAPIN DAVIS, INC. History Added to 3,194 1,557 0.36% 0.38% 1377 +1 0.03% Q4 2025 Jan 30, 2026
Alpha Cubed Investments, LLC History Added to 3,186 1,554 0.05% 0.05% 1378 +46 1.46% Q4 2025 Feb 03, 2026
Aureus Asset Management, LLC History Reduced 3,183 1,552 0.1% 0.24% 1379 -4,625 -59.23% Q4 2025 Feb 17, 2026
Holos Integrated Wealth LLC History Reduced 3,186 1,549 0.86% 0.9% 1380 -82 -2.51% Q4 2025 Jan 05, 2026
Dana Investment Advisors, Inc. History Reduced 3,172 1,547 0.05% 0.05% 1381 -291 -8.4% Q4 2025 Feb 05, 2026
Rather & Kittrell, Inc. History Added to 3,146 1,534 0.25% 0.21% 1383 +686 27.89% Q4 2025 Jan 28, 2026
Cohen Investment Advisors LLC History Added to 3,146 1,534 0.71% 0.72% 1384 +56 1.81% Q4 2025 Jan 15, 2026
MATRIX ASSET ADVISORS INC/NY History No change 3,145 1,534 0.14% 0.14% 1382 0 0.0% Q4 2025 Jan 16, 2026
Buck Wealth Strategies, LLC History Reduced 3,144 1,533 0.19% 0.25% 1386 -600 -16.03% Q4 2025 Feb 03, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 3,144 1,533 0.14% 0.14% 1385 -158 -4.78% Q4 2025 Jan 30, 2026
Portside Wealth Group, LLC History Added to 3,126 1,525 0.21% 0.08% 1387 +1,965 169.25% Q4 2025 Jan 21, 2026
Three Magnolias Financial Advisors, LLC History Added to 3,121 1,522 0.95% 0.9% 1388 +102 3.38% Q4 2025 Jan 20, 2026
Del-Sette Capital Management, LLC History No change 3,107 1,515 0.93% 0.93% 1389 0 0.0% Q4 2025 Feb 02, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 3,083 1,504 0.03% 0.03% 1390 -50 -1.6% Q4 2025 Feb 17, 2026
First County Bank /CT/ History Reduced 3,077 1,501 0.79% 1.6% 1391 -3,457 -52.91% Q4 2025 Jan 14, 2026
Fielder Capital Group LLC History Reduced 3,066 1,495 0.32% 0.33% 1392 -1 -0.03% Q4 2025 Feb 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 3,051 1,488 0.21% 0.23% 1393 +53 1.77% Q4 2025 Jan 12, 2026
Northwest Wealth Advisors, LLC History New 3,049 1,487 1.16% 1394 +3,049 New Q4 2025 Feb 06, 2026
TRUST CO OF VERMONT History Added to 3,038 1,482 0.06% 0.06% 1395 +195 6.86% Q4 2025 Jan 16, 2026
Generations Wealth, LLC History New 3,035 1,480 1.51% 1399 +3,035 New Q4 2025 Feb 13, 2026
HARMONY ASSET MANAGEMENT LLC History Added to 3,034 1,480 0.5% 0.4% 1397 +589 24.09% Q4 2025 Feb 06, 2026
Nautilus Advisors LLC History Reduced 3,034 1,480 0.97% 1.02% 1400 -129 -4.08% Q4 2025 Jan 22, 2026
WealthTrak Capital Management LLC History Reduced 3,034 1,480 1.06% 1.25% 1398 -126 -3.99% Q4 2025 Feb 10, 2026
Ruggaard & Associates LLC History Added to 3,035 1,480 0.58% 0.53% 1396 +106 3.62% Q4 2025 Feb 20, 2026
Rockbridge Investment Management, LCC History Added to 3,032 1,479 0.14% 0.14% 1401 +25 0.83% Q4 2025 Feb 04, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 3,019 1,472 0.62% 0.62% 1403 +6 0.2% Q4 2025 Jan 14, 2026
G&S Capital LLC History Added to 3,019 1,472 0.52% 0.53% 1402 +4 0.13% Q4 2025 Jan 28, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 3,000 1,464 0.82% 0.74% 1404 0 0.0% Q4 2025 Jan 15, 2026
CVA Family Office, LLC History Reduced 2,999 1,463 0.17% 0.19% 1405 -61 -1.99% Q4 2025 Jan 12, 2026
Providence Capital Advisors, LLC History No change 2,995 1,461 0.25% 0.25% 1406 0 0.0% Q4 2025 Feb 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 2,974 1,460 0.07% 0.08% 1408 +78 2.69% Q4 2025 Feb 03, 2026
Independence Bank of Kentucky History Added to 2,994 1,460 0.18% 0.18% 1407 +15 0.5% Q4 2025 Jan 20, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 2,985 1,456 0.51% 0.56% 1409 +42 1.43% Q4 2025 Feb 13, 2026
Cambria Investment Management, L.P. History New 2,983 1,455 0.08% 1410 +2,983 New Q4 2025 Feb 17, 2026
Bull Oak Capital, LLC History No change 2,981 1,454 0.59% 0.61% 1411 0 0.0% Q4 2025 Feb 02, 2026
Convergence Financial, LLC History Added to 2,978 1,452 0.21% 0.19% 1412 +291 10.83% Q4 2025 Feb 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 2,974 1,450 0.09% 0.09% 1413 +1 0.03% Q4 2025 Jan 23, 2026
Passive Capital Management, LLC. History No change 2,965 1,446 0.45% 0.46% 1414 0 0.0% Q4 2025 Feb 05, 2026
Strait & Sound Wealth Management LLC History Reduced 2,962 1,445 0.54% 0.55% 1415 -35 -1.17% Q4 2025 Feb 04, 2026
LIBRA WEALTH LLC History Added to 2,961 1,444 0.4% 0.39% 1416 +222 8.11% Q4 2025 Jan 28, 2026
Innovative Wealth Building LLC History Added to 2,959 1,443 1.05% 0.96% 1418 +400 15.63% Q4 2025 Feb 17, 2026
Baring Financial LLC History Reduced 2,959 1,443 0.88% 1.0% 1417 -113 -3.68% Q4 2025 Jan 07, 2026
Journey Advisory Group, LLC History Reduced 2,952 1,440 0.12% 0.11% 1420 -194 -6.17% Q4 2025 Jan 27, 2026
HEADINVEST, LLC History Added to 2,952 1,440 0.29% 0.29% 1419 +5 0.17% Q4 2025 Feb 02, 2026
180 WEALTH ADVISORS, LLC History Reduced 2,947 1,437 0.16% 0.17% 1421 -13 -0.44% Q4 2025 Jan 09, 2026
Shepherd Financial Partners LLC History No change 2,937 1,432 0.13% 0.13% 1422 0 0.0% Q4 2025 Feb 10, 2026
Camelot Portfolios, LLC History Reduced 2,935 1,431 0.88% 1.04% 1423 -731 -19.94% Q4 2025 Jan 29, 2026
PRINCIPAL FINANCIAL GROUP INC History New 2,931 1,430 0.0% 1424 +2,931 New Q4 2025 Feb 02, 2026
FARMERS TRUST CO History Reduced 2,925 1,426 0.23% 0.24% 1425 -10 -0.34% Q4 2025 Jan 06, 2026
Hurley Capital, LLC History Reduced 2,903 1,416 0.79% 0.78% 1426 -5 -0.17% Q4 2025 Feb 17, 2026
Golden State Wealth Management, LLC History Reduced 2,889 1,409 0.15% 0.15% 1427 -8 -0.28% Q4 2025 Feb 13, 2026
Realta Investment Advisors History Added to 2,888 1,408 0.46% 0.42% 1428 +290 11.16% Q4 2025 Jan 20, 2026
KilterHowling LLC History Reduced 2,875 1,402 0.71% 0.96% 1429 -732 -20.29% Q4 2025 Feb 13, 2026
Cornell Pochily Investment Advisors, Inc. History Added to 2,868 1,399 0.41% 0.4% 1430 +90 3.24% Q4 2025 Jan 20, 2026
FIRST NATIONAL TRUST CO History Added to 2,867 1,398 0.05% 0.04% 1431 +386 15.56% Q4 2025 Feb 09, 2026
Sageworth Trust Co History Reduced 2,864 1,397 0.06% 0.07% 1433 -241 -7.76% Q4 2025 Feb 03, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Added to 2,865 1,397 0.09% 0.09% 1432 +67 2.39% Q4 2025 Jan 26, 2026
Stablepoint Partners, LLC History Added to 2,857 1,393 0.22% 0.2% 1434 +254 9.76% Q4 2025 Jan 13, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 2,948 1,392 0.54% 1.71% 1435 -4,994 -62.88% Q4 2025 Feb 12, 2026
Mach-1 Financial Group, LLC History Added to 2,848 1,389 0.29% 0.14% 1436 +1,021 55.88% Q4 2025 Feb 06, 2026
John W. Brooker & Co., CPAs History New 2,839 1,385 2.48% 1437 +2,839 New Q4 2025 Jan 13, 2026
Edgestream Partners, L.P. History Added to 2,835 1,383 0.04% 0.03% 1438 +763 36.82% Q4 2025 Feb 13, 2026
Highview Capital Management LLC/DE/ History New 2,823 1,377 0.49% 1439 +2,823 New Q4 2025 Jan 27, 2026
First Command Advisory Services, Inc. History Reduced 2,811 1,371 0.01% 0.01% 1440 -212 -7.01% Q4 2025 Feb 11, 2026
Capital Asset Managemnet, LLC History New 2,807 1,369 1.52% 1442 +2,807 New Q4 2025 Apr 07, 2026
HF Advisory Group, LLC History Added to 2,807 1,369 0.48% 0.48% 1441 +99 3.66% Q4 2025 Jan 23, 2026
HBW ADVISORY SERVICES LLC History Added to 2,801 1,366 0.15% 0.15% 1443 +75 2.75% Q4 2025 Jan 23, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Reduced 2,802 1,366 0.46% 0.46% 1444 -36 -1.27% Q4 2025 Jan 22, 2026
Qube Research & Technologies Ltd History Reduced 2,791 1,361 0.0% 0.0% 1445 -1,200 -30.07% Q4 2025 Feb 17, 2026
Michels Family Financial, LLC History Added to 2,777 1,355 1.0% 0.99% 1446 +139 5.27% Q4 2025 Feb 19, 2026
Annex Advisory Services, LLC History Reduced 2,774 1,353 0.03% 0.03% 1447 -37 -1.32% Q4 2025 Jan 26, 2026
Gilbert & Cook, Inc. History Reduced 2,775 1,353 0.17% 0.17% 1448 -10 -0.36% Q4 2025 Jan 07, 2026
Jacobi Capital Management LLC History Added to 2,769 1,350 0.08% 0.08% 1449 +25 0.91% Q4 2025 Feb 13, 2026
Johnson Financial Group, LLC History Added to 2,765 1,348 0.08% 0.05% 1450 +1,670 152.51% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Added to 2,769 1,343 0.06% 0.06% 1451 +428 18.28% Q4 2025 Jan 21, 2026
Gladwyn Financial Advisors, Inc. History Reduced 2,753 1,342 0.94% 0.95% 1453 -21 -0.76% Q4 2025 Jan 08, 2026
Circle Wealth Management, LLC History Reduced 2,752 1,342 0.02% 0.03% 1452 -6 -0.22% Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Added to 2,744 1,338 0.31% 0.29% 1454 +124 4.73% Q4 2025 Feb 17, 2026
Intellectus Partners, LLC History Added to 2,730 1,331 0.26% 0.21% 1455 +485 21.6% Q4 2025 Feb 10, 2026
Traynor Capital Management, Inc. History Reduced 2,727 1,330 0.07% 0.08% 1456 -271 -9.04% Q4 2025 Jan 12, 2026
Strategic Wealth Investment Group, LLC History Reduced 2,726 1,329 0.16% 0.17% 1457 -1,450 -34.72% Q4 2025 Feb 11, 2026
Private Advisory Group LLC History Reduced 2,723 1,328 0.1% 0.11% 1458 -40 -1.45% Q4 2025 Jan 15, 2026
Sterling Wealth Management, Inc. History Reduced 2,721 1,327 0.38% 0.58% 1459 -1,285 -32.08% Q4 2025 Feb 17, 2026
Hoxton Planning & Management, LLC History Reduced 2,713 1,323 0.4% 0.43% 1461 -75 -2.69% Q4 2025 Feb 11, 2026
Claro Advisors Inc. History No change 2,713 1,323 0.18% 0.19% 1460 0 0.0% Q4 2025 Feb 17, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 2,709 1,321 0.29% 0.3% 1462 -56 -2.03% Q4 2025 Jan 13, 2026
Flagship Private Wealth, LLC History Reduced 2,708 1,321 0.52% 0.53% 1463 -18 -0.66% Q4 2025 Feb 04, 2026
Marion Wealth Management History No change 2,733 1,321 0.29% 0.31% 1464 0 0.0% Q4 2025 Jan 26, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 2,707 1,320 0.56% 0.56% 1465 -31 -1.13% Q4 2025 Jan 30, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 2,700 1,317 0.21% 0.23% 1467 -18 -0.66% Q4 2025 Jan 22, 2026
FIDUCIARY TRUST CO History Added to 2,701 1,317 0.01% 0.01% 1466 +17 0.63% Q4 2025 Feb 13, 2026
Fortis Capital Advisors, LLC History Added to 2,698 1,316 0.19% 0.2% 1468 +47 1.77% Q4 2025 Jan 27, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 2,689 1,311 1.09% 1.12% 1469 0 0.0% Q4 2025 Jan 08, 2026
Johnson Financial Group, Inc. History Added to 2,681 1,307 0.05% 0.05% 1470 +24 0.9% Q4 2025 Feb 12, 2026
Luminvest Wealth Management LLC History New 2,677 1,305 0.36% 1471 +2,677 New Q4 2025 Jan 26, 2026
VALLEY NATIONAL ADVISERS INC History Added to 2,671 1,303 0.18% 0.12% 1472 +1,010 60.81% Q4 2025 Jan 23, 2026
Marin Bay Wealth Advisors, LLC History New 2,667 1,300 0.74% 1473 +2,667 New Q4 2025 Feb 17, 2026
TSFG, LLC History Reduced 2,652 1,294 0.19% 0.2% 1474 -1 -0.04% Q4 2025 Feb 04, 2026
RTD Financial Advisors, Inc. History Reduced 2,652 1,293 0.16% 0.33% 1476 -3,096 -53.86% Q4 2025 Jan 27, 2026
Haverford Trust Co History Reduced 2,651 1,293 0.01% 0.01% 1475 -51 -1.89% Q4 2025 Feb 13, 2026
Alteri Wealth LLC History Added to 2,648 1,291 0.42% 0.41% 1477 +180 7.29% Q4 2025 Feb 11, 2026
Herold Advisors, Inc. History Added to 2,644 1,289 0.29% 0.29% 1478 +2 0.08% Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History No change 2,643 1,289 0.08% 0.08% 1479 0 0.0% Q4 2025 Jan 15, 2026
Alpha Omega Wealth Management LLC History Reduced 2,641 1,288 0.21% 0.21% 1480 -25 -0.94% Q4 2025 Jan 22, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 2,629 1,282 0.04% 0.04% 1481 -222 -7.79% Q4 2025 Feb 03, 2026
ZACKS INVESTMENT MANAGEMENT History New 2,625 1,281 0.01% 1482 +2,625 New Q4 2025 Feb 17, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 2,626 1,281 0.15% 0.15% 1483 +48 1.86% Q4 2025 Feb 03, 2026
NorthCrest Asset Manangement, LLC History Reduced 2,621 1,280 0.03% 0.03% 1484 -79 -2.93% Q4 2025 Jan 08, 2026
Thayer Partners, LLC / MA History New 2,614 1,275 0.62% 1485 +2,614 New Q4 2025 Feb 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 2,613 1,274 0.0% 0.0% 1486 -60 -2.24% Q4 2025 Feb 13, 2026
Harbor Asset Planning, Inc. History Reduced 2,610 1,273 1.09% 1.12% 1487 -3 -0.11% Q4 2025 Jan 26, 2026
Sherman Wealth Management LLC History New 2,608 1,272 1.1% 1488 +2,608 New Q4 2025 Jan 15, 2026
Williams Jones Wealth Management, LLC. History Added to 2,603 1,269 0.01% 0.01% 1489 +496 23.54% Q4 2025 Feb 13, 2026
Seneschal Advisors, LLC History Reduced 2,601 1,268 0.93% 0.99% 1490 -250 -8.77% Q4 2025 Feb 13, 2026
Englebert Financial Advisers, LLC History New 2,594 1,265 1.45% 1492 +2,594 New Q4 2025 Feb 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 2,595 1,265 0.31% 0.26% 1491 +217 9.13% Q4 2025 Jan 08, 2026
Wealthquest Corp History New 2,591 1,264 0.1% 1493 +2,591 New Q4 2025 Feb 09, 2026
Symmetry Partners, LLC History Added to 2,583 1,260 0.07% 0.13% 1494 +10 0.39% Q4 2025 Jan 27, 2026
Soltis Investment Advisors LLC History Reduced 2,577 1,257 0.08% 0.16% 1495 -2,279 -46.93% Q4 2025 Apr 02, 2026
Summit Global Investments History Reduced 2,563 1,250 0.07% 0.07% 1496 -16 -0.62% Q4 2025 Feb 18, 2026
Horizon Investment Services, LLC History Added to 2,559 1,248 0.45% 0.44% 1497 +115 4.71% Q4 2025 Feb 13, 2026
Bouchey Financial Group Ltd History No change 2,559 1,248 0.09% 0.09% 1498 0 0.0% Q4 2025 Jan 16, 2026
Linscomb Wealth, Inc. History Reduced 2,557 1,247 0.05% 0.06% 1499 -399 -13.5% Q4 2025 Feb 10, 2026
Indiana Trust & Investment Management Co History No change 2,554 1,245 0.37% 0.37% 1500 0 0.0% Q4 2025 Jan 21, 2026
Bridgewealth Advisory Group, LLC History Reduced 2,547 1,242 0.27% 0.31% 1502 -246 -8.81% Q4 2025 Feb 04, 2026
Summit Financial Strategies, Inc. History Added to 2,547 1,242 0.1% 0.1% 1501 +171 7.2% Q4 2025 Jan 27, 2026
TCI Wealth Advisors, Inc. History Added to 2,544 1,241 0.07% 0.07% 1503 +2 0.08% Q4 2025 Feb 02, 2026
LPWM LLC History Added to 2,509 1,224 0.31% 0.32% 1504 +12 0.48% Q4 2025 Jan 06, 2026
Sonoma Private Wealth LLC History Added to 2,497 1,218 1.47% 1.35% 1505 +146 6.21% Q4 2025 Feb 17, 2026
Madrid Wealth Management, LLC History New 2,490 1,215 0.99% 1507 +2,490 New Q4 2025 Feb 02, 2026
Latitude Advisors, LLC History Added to 2,491 1,215 0.53% 0.51% 1506 +157 6.73% Q4 2025 Jan 27, 2026
Traction Financial Partners, LLC History No change 2,490 1,214 0.72% 0.74% 1508 0 0.0% Q4 2025 Jan 29, 2026
Farmers National Bank History New 2,487 1,213 0.27% 1509 +2,487 New Q4 2025 Mar 12, 2026
Revisor Wealth Management LLC History Added to 2,505 1,213 0.32% 0.13% 1510 +1,752 232.67% Q4 2025 Jan 27, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 2,480 1,209 0.08% 0.08% 1511 -7 -0.28% Q4 2025 Feb 17, 2026
Frontier Asset Management, LLC History Added to 2,472 1,205 0.28% 0.23% 1513 +590 31.35% Q4 2025 Feb 04, 2026
Conservest Capital Advisors, Inc. History Reduced 2,470 1,205 0.11% 0.11% 1512 -21 -0.84% Q4 2025 Feb 12, 2026
Hughes Financial Services, LLC History No change 2,455 1,197 0.19% 0.19% 1514 0 0.0% Q4 2025 Feb 11, 2026
HUB Investment Partners, LLC History Reduced 2,452 1,196 0.03% 0.05% 1515 -664 -21.31% Q4 2025 Feb 17, 2026
Orgel Wealth Management, LLC History Added to 2,450 1,195 0.03% 0.03% 1516 +133 5.74% Q4 2025 Jan 07, 2026
Gryphon Financial Partners LLC History New 2,447 1,193 0.13% 1517 +2,447 New Q4 2025 Jan 08, 2026
VIAWEALTH, LLC History Reduced 2,442 1,191 0.67% 0.67% 1518 -101 -3.97% Q4 2025 Feb 10, 2026
RKL Wealth Management LLC History Added to 2,438 1,189 0.1% 0.1% 1519 +16 0.66% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK SIOUX FALLS History Reduced 2,428 1,184 0.35% 0.51% 1520 -960 -28.34% Q4 2025 Jan 30, 2026
IFG Advisors, LLC History Added to 2,415 1,178 0.2% 0.18% 1521 +54 2.29% Q4 2025 Jan 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,413 1,177 0.0% 24.94% 1522 -8,787 -78.46% Q4 2025 Feb 17, 2026
Elm Partners Management LLC History Added to 2,414 1,177 0.05% 0.04% 1524 +711 41.75% Q4 2025 Feb 10, 2026
Strategic Financial Services, Inc. History Added to 2,512 1,177 0.05% 0.06% 1523 +86 3.54% Q4 2025 Feb 09, 2026
Interchange Capital Partners, LLC History Reduced 2,413 1,177 0.22% 0.23% 1525 -6 -0.25% Q4 2025 Jan 30, 2026
PDS Planning, Inc History Reduced 2,411 1,176 0.08% 0.08% 1526 -14 -0.58% Q4 2025 Jan 26, 2026
AVISO WEALTH MANAGEMENT History Added to 2,409 1,175 0.49% 0.49% 1527 +81 3.48% Q4 2025 Feb 13, 2026
Winch Advisory Services, LLC History Added to 2,404 1,172 0.26% 0.25% 1528 +77 3.31% Q4 2025 Feb 03, 2026
AMG National Trust Bank History Added to 2,399 1,170 0.03% 0.03% 1529 +67 2.87% Q4 2025 Jan 30, 2026
Nordwand Advisors, LLC History No change 2,400 1,170 0.2% 0.18% 1530 0 0.0% Q4 2025 Feb 03, 2026
Everstar Asset Management, LLC History Reduced 2,389 1,165 0.62% 0.66% 1532 -27 -1.12% Q4 2025 Feb 05, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 2,388 1,165 0.27% 0.27% 1531 0 0.0% Q4 2025 Jan 06, 2026
Evolution Wealth Advisors, LLC History No change 2,386 1,164 0.12% 0.15% 1533 0 0.0% Q4 2025 Jan 12, 2026
Badgley Phelps Wealth Managers, LLC History Added to 2,381 1,161 0.02% 0.02% 1534 +487 25.71% Q4 2025 Jan 28, 2026
Tanglewood Legacy Advisors, LLC History No change 2,380 1,161 0.44% 0.44% 1535 0 0.0% Q4 2025 Feb 06, 2026
Wealth Advisors of Iowa, LLC History Added to 2,370 1,156 0.38% 0.38% 1536 +55 2.38% Q4 2025 Feb 05, 2026
Stark Wealth Management LLC History Reduced 2,361 1,151 4.32% 5.97% 1537 -362 -13.29% Q4 2025 Feb 17, 2026
DIVERSIFIED MANAGEMENT INC History New 2,359 1,150 0.27% 1538 +2,359 New Q4 2025 Jan 26, 2026
Towercrest Capital Management History Added to 2,356 1,149 0.18% 0.17% 1539 +165 7.53% Q4 2025 Jan 21, 2026
Alley Investment Management Company, LLC History Reduced 2,354 1,148 0.13% 0.13% 1540 -21 -0.88% Q4 2025 Jan 27, 2026
Avantax Planning Partners, Inc. History Reduced 2,352 1,147 0.03% 0.04% 1541 -405 -14.69% Q4 2025 Feb 05, 2026
Cottage Street Advisors LLC History Added to 2,348 1,145 0.48% 0.4% 1542 +390 19.92% Q4 2025 Jan 26, 2026
First Bancorp, Inc /ME/ History Reduced 2,333 1,138 0.61% 0.62% 1543 -96 -3.95% Q4 2025 Jan 26, 2026
Focused Wealth Management, Inc History Reduced 2,329 1,136 0.12% 0.13% 1544 -160 -6.43% Q4 2025 Jan 29, 2026
Chemistry Wealth Management LLC History Reduced 2,330 1,136 0.21% 0.22% 1545 -36 -1.52% Q4 2025 Jan 06, 2026
Silver Grove Financial Group, Inc. History Added to 2,322 1,132 0.98% 1.0% 1546 +125 5.69% Q4 2025 Feb 17, 2026
Investmark Advisory Group LLC History Reduced 2,316 1,130 0.48% 0.51% 1547 -118 -4.85% Q4 2025 Jan 28, 2026
SHP Wealth Management History New 2,312 1,128 0.09% 1548 +2,312 New Q4 2025 Mar 04, 2026
Wealth Architects, LLC History Added to 2,300 1,122 0.1% 0.1% 1549 +4 0.17% Q4 2025 Feb 17, 2026
FRG Family Wealth Advisors LLC History No change 2,298 1,121 0.17% 0.18% 1550 0 0.0% Q4 2025 Jan 21, 2026
LJI Wealth Management, LLC History Added to 2,292 1,118 0.17% 0.17% 1551 +285 14.2% Q4 2025 Feb 03, 2026
Cane Capital Partners, LLC History New 2,287 1,115 0.44% 1552 +2,287 New Q4 2025 Jan 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 2,280 1,112 0.02% 0.02% 1553 +6 0.26% Q4 2025 Feb 12, 2026
J HAGAN CAPITAL, INC. History Reduced 2,276 1,110 0.61% 2.51% 1554 -6,364 -73.66% Q4 2025 Feb 17, 2026
Brown Miller Wealth Management, LLC History Reduced 2,274 1,109 0.31% 0.33% 1555 -190 -7.71% Q4 2025 Jan 23, 2026
Redwood Financial Network Corp History Reduced 2,273 1,108 0.71% 0.73% 1556 -141 -5.84% Q4 2025 Feb 10, 2026
MKT Advisors LLC History Added to 2,265 1,106 0.38% 0.3% 1557 +590 35.22% Q4 2025 Jan 08, 2026
Talisman Wealth Advisors LLC History Added to 2,262 1,104 0.86% 0.87% 1558 +65 2.96% Q4 2025 Feb 20, 2026
Strive Financial Group ,LLC History New 2,259 1,102 0.55% 1559 +2,259 New Q4 2025 Feb 18, 2026
Wealth Dimensions Group, Ltd. History Reduced 2,257 1,101 0.22% 0.22% 1560 -14 -0.62% Q4 2025 Feb 13, 2026
Tenon Financial LLC History Reduced 2,256 1,100 0.46% 0.62% 1563 -257 -10.23% Q4 2025 Jan 16, 2026
AAF Wealth Management, LLC History Added to 2,255 1,100 0.46% 0.45% 1562 +170 8.15% Q4 2025 Feb 06, 2026
Allen Capital Group, LLC History Added to 2,256 1,100 0.1% 0.1% 1561 +53 2.41% Q4 2025 Feb 09, 2026
CAPITAL ADVISORS INC/OK History Added to 2,248 1,096 0.02% 0.02% 1564 +91 4.22% Q4 2025 Jan 15, 2026
PITTENGER & ANDERSON INC History Added to 2,245 1,095 0.04% 0.03% 1565 +307 15.84% Q4 2025 Feb 02, 2026
Black Swift Group, LLC History No change 2,244 1,094 0.18% 0.19% 1566 0 0.0% Q4 2025 Feb 10, 2026
PINNEY & SCOFIELD, INC. History Added to 2,236 1,091 0.62% 0.52% 1567 +496 28.51% Q4 2025 Feb 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 2,234 1,089 0.9% 1.05% 1568 +92 4.3% Q4 2025 Feb 10, 2026
Mascagni Wealth Management, Inc. History Reduced 2,231 1,088 0.81% 0.83% 1569 -18 -0.8% Q4 2025 Feb 11, 2026
Charis Legacy Partners, LLC History Reduced 2,230 1,087 1.6% 1.61% 1571 -27 -1.2% Q4 2025 Jan 08, 2026
Roundview Capital LLC History Added to 2,230 1,087 0.07% 0.07% 1570 +5 0.22% Q4 2025 Feb 09, 2026
Waterfront Wealth Inc. History Added to 2,232 1,084 0.21% 0.22% 1572 +38 1.73% Q4 2025 Jan 27, 2026
NATURAL INVESTMENTS, LLC History New 2,220 1,083 0.27% 1573 +2,220 New Q4 2025 Jan 23, 2026
MYECFO, LLC History Reduced 2,214 1,080 0.46% 0.48% 1574 -4 -0.18% Q4 2025 Jan 12, 2026
RHS Financial, LLC History Added to 2,204 1,075 0.52% 0.47% 1576 +325 17.3% Q4 2025 Jan 16, 2026
HOLDERNESS INVESTMENTS CO History Reduced 2,205 1,075 0.22% 0.23% 1575 -105 -4.55% Q4 2025 Feb 10, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 2,194 1,070 0.17% 0.17% 1577 +203 10.2% Q4 2025 Feb 11, 2026
Alaska Wealth Advisors, LLC History Reduced 2,188 1,067 0.14% 0.14% 1578 -68 -3.01% Q4 2025 Feb 13, 2026
ZEGA Investments, LLC History Added to 2,179 1,063 0.13% 0.13% 1579 +217 11.06% Q4 2025 Jan 27, 2026
KW WEALTH MANAGEMENT LLC History Reduced 2,162 1,054 1.6% 1.85% 1581 -98 -4.34% Q4 2025 Feb 25, 2026
Abacus Wealth Partners, LLC History Reduced 2,162 1,054 0.1% 0.15% 1580 -25 -1.14% Q4 2025 Feb 05, 2026
THRYVE WEALTH MANAGEMENT LLC History New 2,158 1,052 0.52% 1582 +2,158 New Q4 2025 Feb 25, 2026
RiverFront Investment Group, LLC History Reduced 2,154 1,050 0.02% 0.02% 1583 -144 -6.27% Q4 2025 Feb 05, 2026
HILLTOP WEALTH ADVISORS, LLC History Reduced 2,148 1,047 0.53% 0.54% 1584 -17 -0.79% Q4 2025 Jan 14, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 2,146 1,046 0.03% 0.03% 1585 0 0.0% Q4 2025 Jan 28, 2026
WEBSTER BANK, N. A. History No change 2,139 1,043 0.1% 0.1% 1586 0 0.0% Q4 2025 Jan 23, 2026
SVB WEALTH LLC History Reduced 2,136 1,041 0.06% 0.06% 1587 -25 -1.16% Q4 2025 Feb 04, 2026
CHANNEL WEALTH LLC History Added to 2,131 1,039 0.26% 0.27% 1589 +2 0.09% Q4 2025 Feb 03, 2026
Crescent Grove Advisors, LLC History No change 2,130 1,039 0.1% 0.1% 1588 0 0.0% Q4 2025 Feb 11, 2026
Integrity Advisory Solutions, LLC History Added to 2,127 1,037 0.15% 0.14% 1590 +300 16.42% Q4 2025 Feb 09, 2026
Empirical Asset Management, LLC History Added to 11,269 1,035 0.29% 0.28% 1591 +10 0.09% Q4 2025 Feb 06, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 2,116 1,032 0.73% 0.86% 1592 -202 -8.71% Q4 2025 Feb 13, 2026
Aufman Associates Inc History Added to 2,112 1,030 0.53% 0.55% 1593 +64 3.13% Q4 2025 Feb 11, 2026
GABLES CAPITAL MANAGEMENT INC. History Added to 2,103 1,025 0.43% 0.4% 1594 +131 6.64% Q4 2025 Feb 06, 2026
DiNuzzo Private Wealth, Inc. History No change 2,102 1,025 0.11% 0.11% 1595 0 0.0% Q4 2025 Jan 16, 2026
SHAYNE & JACOBS, LLC History No change 2,100 1,024 0.31% 0.31% 1596 0 0.0% Q4 2025 Jan 27, 2026
Fiduciary Group, LLC History Added to 2,092 1,020 0.09% 0.07% 1597 +378 22.05% Q4 2025 Feb 12, 2026
AIMZ Investment Advisors, LLC History Reduced 2,089 1,019 0.29% 0.33% 1598 -89 -4.09% Q4 2025 Feb 17, 2026
Wealth Management Partners, LLC History Reduced 2,090 1,019 0.29% 0.33% 1599 -66 -3.06% Q4 2025 Jan 12, 2026
SEVEN MILE ADVISORY History No change 2,078 1,013 0.17% 0.16% 1600 0 0.0% Q4 2025 Feb 13, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 2,076 1,012 0.16% 0.11% 1601 +676 48.29% Q4 2025 Feb 11, 2026
PROFFITT & GOODSON INC History Reduced 2,071 1,010 0.14% 0.15% 1602 -37 -1.76% Q4 2025 Jan 27, 2026
X-Square Capital, LLC History Added to 2,068 1,009 0.33% 0.31% 1603 +20 0.98% Q4 2025 Feb 11, 2026
FORMULATE FINANCIAL LLC History No change 2,069 1,009 1.18% 1.23% 1604 0 0.0% Q4 2025 Feb 11, 2026
TritonPoint Partners, LLC History New 2,066 1,007 0.54% 1605 +2,066 New Q4 2025 Feb 13, 2026
Prosperity Wealth Management, Inc. History New 2,060 1,004 0.33% 1606 +2,060 New Q4 2025 Mar 27, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 2,059 1,004 0.76% 0.85% 1607 -203 -8.97% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Added to 2,056 1,003 0.22% 0.2% 1608 +165 8.73% Q4 2025 Jan 21, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,056 1,002 0.07% 0.07% 1609 0 0.0% Q4 2025 Jan 08, 2026
XXI WEALTH, LLC History New 2,050 1,000 0.61% 1610 +2,050 New Q4 2025 Feb 12, 2026
Newman Dignan & Sheerar, Inc. History Reduced 2,038 994 0.21% 0.21% 1611 -19 -0.92% Q4 2025 Jan 22, 2026
InvesTrust History Added to 2,037 993 0.38% 0.34% 1612 +82 4.19% Q4 2025 Jan 14, 2026
McLean Asset Management Corp History Reduced 2,041 990 0.18% 0.21% 1613 -105 -4.89% Q4 2025 Jan 16, 2026
Windsor Capital Management, LLC History Reduced 2,022 986 0.27% 0.27% 1614 -3 -0.15% Q4 2025 Jan 15, 2026
One Wealth Advisors, LLC History Added to 2,019 984 0.12% 0.12% 1615 +1 0.05% Q4 2025 Feb 02, 2026
Meridian Wealth Advisors, LLC History No change 2,016 983 0.14% 0.14% 1616 0 0.0% Q4 2025 Feb 17, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,006 982 0.01% 0.01% 1617 0 0.0% Q4 2025 Jan 28, 2026
Opulen Financial Group LLC History Reduced 2,004 977 0.71% 0.73% 1618 -7 -0.35% Q4 2025 Feb 10, 2026
WILLNER & HELLER, LLC History Added to 2,000 975 0.7% 0.73% 1619 +5 0.25% Q4 2025 Jan 12, 2026
Sequent Planning LLC History Added to 1,998 974 0.25% 0.24% 1620 +229 12.95% Q4 2025 Feb 05, 2026
Apollon Financial, LLC History Reduced 1,997 974 0.14% 0.16% 1621 -4 -0.2% Q4 2025 Jan 22, 2026
W ADVISORS, LLC History Reduced 1,995 973 0.49% 0.51% 1623 -40 -1.97% Q4 2025 Feb 13, 2026
MOULTON WEALTH MANAGEMENT, INC History Added to 2,002 973 0.92% 0.69% 1622 +23 1.16% Q4 2025 Jan 13, 2026
Brand Asset Management Group, Inc. History Reduced 1,984 967 0.27% 0.31% 1624 -317 -13.78% Q4 2025 Feb 11, 2026
Legacy Wealth Managment, LLC/ID History Added to 1,980 965 0.46% 0.03% 1626 +1,860 1550.0% Q4 2025 Feb 03, 2026
Vision Capital Management, Inc. History Added to 1,979 965 0.12% 0.12% 1625 +21 1.07% Q4 2025 Jan 27, 2026
Argentarii, LLC History Added to 1,978 964 0.31% 0.37% 1627 +39 2.01% Q4 2025 Jan 13, 2026
Shared Vision Wealth Group LLC History No change 1,978 963 0.39% 0.4% 1628 0 0.0% Q4 2025 Feb 11, 2026
THOMPSON DAVIS & CO., INC. History Added to 1,973 962 0.58% 0.56% 1629 +64 3.35% Q4 2025 Jan 12, 2026
Fingerlakes Wealth Management, Inc. History Reduced 1,970 961 0.61% 0.69% 1630 -248 -11.18% Q4 2025 Feb 05, 2026
Van Hulzen Asset Management, LLC History Reduced 1,967 959 0.07% 0.08% 1631 -200 -9.23% Q4 2025 Feb 06, 2026
Archer Investment Corp History Reduced 1,965 958 0.22% 0.22% 1632 -51 -2.53% Q4 2025 Jan 30, 2026
GWN SECURITIES INC. History Added to 1,959 955 0.19% 0.16% 1633 +488 33.17% Q4 2025 Feb 11, 2026
Clarity Financial LLC History Added to 1,959 955 0.09% 0.09% 1635 +43 2.24% Q4 2025 Jan 28, 2026
S.A. Mason LLC History Added to 1,958 955 0.38% 0.41% 1634 +3 0.15% Q4 2025 Jan 29, 2026
Long Island Wealth Management, Inc. History Added to 1,948 950 0.45% 0.45% 1636 +1 0.05% Q4 2025 Jan 21, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 1,932 942 0.09% 0.09% 1637 +21 1.1% Q4 2025 Feb 17, 2026
BOS Asset Management, LLC History No change 1,929 941 0.25% 0.26% 1638 0 0.0% Q4 2025 Jan 09, 2026
TruWealth Advisors, LLC History Reduced 1,924 938 0.05% 0.05% 1640 -173 -8.25% Q4 2025 Jan 07, 2026
Canal Capital Management, LLC History Added to 1,925 938 0.13% 0.13% 1639 +108 5.94% Q4 2025 Jan 06, 2026
Advyzon Investment Management, LLC History Added to 1,922 937 0.11% 0.09% 1641 +824 75.05% Q4 2025 Feb 13, 2026
J. Safra Sarasin Holding AG History Added to 1,912 932 0.02% 0.01% 1644 +661 52.84% Q4 2025 Jan 15, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 1,912 932 0.15% 0.16% 1643 -120 -5.91% Q4 2025 Jan 14, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,911 932 0.45% 0.44% 1642 0 0.0% Q4 2025 Feb 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 1,907 930 0.12% 0.12% 1645 0 0.0% Q4 2025 Jan 14, 2026
Elgethun Capital Management History New 1,894 924 0.16% 1646 +1,894 New Q4 2025 Feb 10, 2026
BankPlus Trust Department History No change 1,889 921 0.24% 0.24% 1647 0 0.0% Q4 2025 Jan 27, 2026
Merited Wealth, LLC History New 1,886 920 0.85% 1648 +1,886 New Q4 2025 Mar 26, 2026
Bay Capital Advisors, LLC History Added to 1,876 915 0.56% 0.58% 1649 +12 0.64% Q4 2025 Jan 16, 2026
Private Capital Management, LLC History Reduced 1,870 912 0.08% 0.09% 1650 -306 -14.06% Q4 2025 Feb 17, 2026
Glassman Wealth Services History Reduced 1,870 912 0.12% 0.13% 1651 -1 -0.05% Q4 2025 Jan 28, 2026
Atlantic Private Wealth, LLC History Added to 1,861 907 0.58% 0.58% 1652 +3 0.16% Q4 2025 Feb 11, 2026
SPINNAKER TRUST History Added to 1,857 905 0.05% 0.04% 1653 +170 10.08% Q4 2025 Feb 10, 2026
HFG Wealth Management, LLC History Reduced 1,854 904 0.5% 0.48% 1654 -2 -0.11% Q4 2025 Jan 16, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,850 902 0.05% 0.05% 1655 0 0.0% Q4 2025 Feb 03, 2026
New Perspectives, Inc History Added to 1,829 892 0.31% 0.39% 1656 +10 0.55% Q4 2025 Jan 28, 2026
Raleigh Capital Management Inc. History Reduced 1,825 890 0.32% 0.35% 1657 -121 -6.22% Q4 2025 Jan 21, 2026
Single Point Partners, LLC History No change 1,822 888 0.18% 0.18% 1658 0 0.0% Q4 2025 Jan 26, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 1,817 886 0.16% 0.15% 1659 +139 8.28% Q4 2025 Jan 21, 2026
Semus Wealth Partners LLC History Added to 1,816 886 0.48% 0.49% 1660 +3 0.17% Q4 2025 Jan 27, 2026
Timmons Wealth Management, LLC History New 1,811 883 0.87% 1661 +1,811 New Q4 2025 Feb 12, 2026
Elite Financial, Inc. History No change 1,805 880 0.4% 0.41% 1662 0 0.0% Q4 2025 Feb 12, 2026
Narwhal Capital Management History No change 1,800 878 0.06% 0.06% 1663 0 0.0% Q4 2025 Jan 30, 2026
Clearwave Capital, LLC History New 1,792 874 0.65% 1664 +1,792 New Q4 2025 Mar 02, 2026
Richard W. Paul & Associates, LLC History Reduced 1,785 870 0.29% 0.29% 1666 -7 -0.39% Q4 2025 Feb 12, 2026
AMARA FINANCIAL, LLC. History Added to 1,784 870 0.6% 0.63% 1665 +1 0.06% Q4 2025 Feb 03, 2026
Prosperity Financial Group, Inc. History Added to 1,781 868 0.31% 0.31% 1667 +23 1.31% Q4 2025 Jan 26, 2026
ENTREWEALTH, LLC History New 1,849 866 0.39% 1668 +1,849 New Q4 2025 Feb 13, 2026
SIERRA OCEAN, LLC History No change 1,773 865 0.72% 0.71% 1669 0 0.0% Q4 2025 Feb 06, 2026
Ullmann Wealth Partners Group, LLC History No change 1,733 864 0.09% 0.09% 1670 0 0.0% Q4 2025 Feb 12, 2026
STOCK YARDS BANK & TRUST CO History Added to 1,771 863 0.03% 0.03% 1671 +49 2.85% Q4 2025 Jan 21, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 1,769 863 0.25% 0.25% 1672 0 0.0% Q4 2025 Feb 04, 2026
Octavia Wealth Advisors, LLC History Added to 1,768 862 0.08% 0.08% 1673 +108 6.51% Q4 2025 Jan 23, 2026
King Wealth Management Group History Reduced 1,761 859 0.1% 0.11% 1674 -9 -0.51% Q4 2025 Feb 09, 2026
LANE BROTHERS & CO INC History New 1,757 857 0.62% 1675 +1,757 New Q4 2025 Mar 13, 2026
YHB Investment Advisors, Inc. History Added to 1,757 857 0.06% 0.06% 1676 +7 0.4% Q4 2025 Jan 16, 2026
ADVISORTRUST PARTNERS, LLC History New 1,755 856 0.38% 1677 +1,755 New Q4 2025 Mar 10, 2026
TRUE Private Wealth Advisors History Added to 1,754 855 0.09% 0.08% 1678 +31 1.8% Q4 2025 Feb 13, 2026
Pillar Financial Advisors, LLC History Reduced 1,748 852 0.51% 0.53% 1679 -20 -1.13% Q4 2025 Feb 02, 2026
MGB Wealth Management, LLC History Added to 1,744 851 0.24% 0.18% 1680 +397 29.47% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History Added to 1,740 848 0.05% 0.04% 1681 +134 8.34% Q4 2025 Feb 11, 2026
Sterling Financial Planning, Inc. History Added to 1,738 848 0.26% 0.26% 1682 +6 0.35% Q4 2025 Jan 27, 2026
Colonial River Investments, LLC History Reduced 1,734 846 0.3% 0.32% 1684 -76 -4.2% Q4 2025 Feb 04, 2026
Cooper Financial Group History Reduced 1,736 846 0.09% 0.09% 1683 -19 -1.08% Q4 2025 Jan 08, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,731 844 0.0% 0.0% 1685 -149 -7.93% Q4 2025 Feb 17, 2026
PETREDIS INVESTMENT ADVISORS LLC History Added to 1,731 844 0.07% 0.07% 1686 +18 1.05% Q4 2025 Jan 14, 2026
MEANS INVESTMENT CO., INC. History Added to 1,728 843 0.07% 0.07% 1687 +5 0.29% Q4 2025 Jan 26, 2026
Valued Retirements, Inc. History No change 1,728 842 0.82% 0.85% 1688 0 0.0% Q4 2025 Feb 09, 2026
SFMG, LLC History No change 1,713 835 0.06% 0.06% 1689 0 0.0% Q4 2025 Feb 10, 2026
Vantage Point Financial LLC History Reduced 1,707 832 0.3% 0.34% 1691 -112 -6.16% Q4 2025 Feb 02, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 1,707 832 0.18% 0.19% 1690 -13 -0.76% Q4 2025 Jan 20, 2026
Hobbs Group Advisors, LLC History Added to 1,704 831 0.25% 0.19% 1692 +413 31.99% Q4 2025 Jan 28, 2026
NBC SECURITIES, INC. History Added to 1,701 830 0.06% 0.06% 1693 +6 0.35% Q4 2025 Jan 29, 2026
4WEALTH ADVISORS, INC. History Added to 1,701 829 0.71% 0.71% 1694 +41 2.47% Q4 2025 Jan 21, 2026
First National Advisers, LLC History No change 1,695 826 0.11% 0.11% 1695 0 0.0% Q4 2025 Feb 04, 2026
Seneca Financial Advisors LLC History No change 1,693 825 0.25% 0.26% 1696 0 0.0% Q4 2025 Jan 26, 2026
Collaborative Wealth Managment Inc. History Added to 1,691 824 0.29% 0.3% 1697 +135 8.68% Q4 2025 Feb 09, 2026
CONTINUUM WEALTH ADVISORS, LLC History Added to 1,686 822 0.32% 0.22% 1698 +586 53.27% Q4 2025 Feb 04, 2026
WRAPMANAGER INC History Reduced 1,682 820 0.28% 0.28% 1699 -230 -12.03% Q4 2025 Feb 06, 2026
DENVER WEALTH MANAGEMENT, INC. History Added to 1,677 818 0.29% 0.3% 1700 +3 0.18% Q4 2025 Feb 13, 2026
Amicus Financial Advisors, LLC History New 1,675 817 0.23% 1701 +1,675 New Q4 2025 Mar 02, 2026
Valtinson Bruner Financial Planning LLC History Reduced 1,673 816 0.23% 0.25% 1702 -54 -3.13% Q4 2025 Feb 09, 2026
Mason Investment Advisory Services, Inc. History Reduced 1,671 815 0.04% 0.04% 1703 -28 -1.65% Q4 2025 Feb 12, 2026
Freedom Investment Management, Inc. History Reduced 1,669 814 0.24% 0.21% 1704 -24 -1.42% Q4 2025 Feb 06, 2026
Milestone Asset Management Group, LLC History Added to 1,664 811 0.46% 0.47% 1705 +101 6.46% Q4 2025 Feb 03, 2026
DBK Financial Counsel, LLC History No change 1,659 809 0.62% 0.67% 1706 0 0.0% Q4 2025 Jan 26, 2026
Shira Ridge Wealth Management History Reduced 1,656 807 0.32% 0.34% 1707 -6 -0.36% Q4 2025 Jan 12, 2026
Keudell/Morrison Wealth Management History New 1,653 806 0.17% 1709 +1,653 New Q4 2025 Feb 06, 2026
Maltin Wealth Management, Inc. History Reduced 1,654 806 0.32% 0.35% 1708 -86 -4.94% Q4 2025 Jan 15, 2026
Crewe Advisors LLC History Added to 1,648 804 0.07% 0.07% 1711 +34 2.11% Q4 2025 Jan 16, 2026
Narus Financial Partners, LLC History Added to 1,650 804 0.22% 0.21% 1710 +31 1.91% Q4 2025 Feb 09, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 1,648 803 0.07% 0.08% 1712 -190 -10.34% Q4 2025 Feb 17, 2026
Buttonwood Financial Advisors Inc. History Reduced 1,641 800 0.27% 0.29% 1714 -98 -5.64% Q4 2025 Feb 04, 2026
Northstar Advisory Group, LLC History Reduced 1,642 800 0.28% 0.33% 1713 -46 -2.73% Q4 2025 Jan 15, 2026
Clarity Wealth Advisors, LLC History Reduced 1,639 799 0.16% 0.18% 1716 -75 -4.38% Q4 2025 Jan 23, 2026
Capital Asset Advisory Services LLC History Added to 1,630 799 0.03% 0.03% 1715 +22 1.37% Q4 2025 Jan 09, 2026
Avestar Capital, LLC History No change 1,634 797 0.05% 0.05% 1717 0 0.0% Q4 2025 Feb 10, 2026
AF Advisors, Inc. History No change 1,635 797 0.3% 0.32% 1718 0 0.0% Q4 2025 Feb 06, 2026
Everest Management Corp. History Added to 1,629 794 0.44% 0.5% 1719 +1 0.06% Q4 2025 Feb 02, 2026
Arlington Financial Advisors, LLC History No change 1,626 793 0.11% 0.11% 1720 0 0.0% Q4 2025 Jan 12, 2026
KITCHING PARTNERS, LLC History Reduced 1,625 792 0.72% 1.32% 1721 -1,294 -44.33% Q4 2025 Feb 18, 2026
WPG Advisers, LLC History Reduced 1,623 791 0.59% 0.61% 1723 -22 -1.34% Q4 2025 Jan 28, 2026
FLC Capital Advisors History Added to 1,622 791 0.15% 0.15% 1722 +12 0.75% Q4 2025 Feb 11, 2026
Bank of Jackson Hole Trust History Reduced 1,621 790 0.37% 0.4% 1724 -30 -1.82% Q4 2025 Feb 12, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 1,618 789 0.26% 0.3% 1727 -203 -11.15% Q4 2025 Jan 27, 2026
Rialto Wealth Management, LLC History Reduced 1,619 789 0.19% 0.21% 1726 -106 -6.14% Q4 2025 Jan 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 1,618 789 0.18% 0.2% 1725 -78 -4.6% Q4 2025 Jan 09, 2026
Meridian Financial Advisors, LLC History Reduced 1,616 788 0.43% 0.45% 1728 -51 -3.06% Q4 2025 Jan 23, 2026
Colonial Trust Advisors History No change 1,608 784 0.06% 0.06% 1729 0 0.0% Q4 2025 Feb 12, 2026
Firestone Capital Management History Added to 1,605 783 0.17% 0.17% 1730 +3 0.19% Q4 2025 Feb 09, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 1,600 780 0.19% 0.18% 1731 0 0.0% Q4 2025 Feb 18, 2026
Oath Planning, LLC History New 1,595 778 0.77% 1732 +1,595 New Q4 2025 Feb 12, 2026
Cannell & Spears LLC History Added to 1,594 777 0.01% 0.01% 1733 +2 0.13% Q4 2025 Feb 17, 2026
Clarion Wealth Managment Partners, LLC History No change 1,595 777 0.72% 0.75% 1734 0 0.0% Q4 2025 Feb 05, 2026
Discipline Wealth Solutions, LLC History Added to 1,587 774 0.14% 0.2% 1735 +36 2.32% Q4 2025 Jan 26, 2026
CFO4Life Group, LLC History Added to 1,583 772 0.11% 0.11% 1736 +3 0.19% Q4 2025 Feb 06, 2026
Nova R Wealth, Inc. History New 1,576 768 0.28% 1737 +1,576 New Q4 2025 Jan 14, 2026
Financial Perspectives, Inc History Added to 1,573 767 0.21% 0.21% 1738 +2 0.13% Q4 2025 Jan 28, 2026
JB Capital LLC History Added to 1,565 763 0.03% 0.03% 1739 +249 18.92% Q4 2025 Jan 20, 2026
Verity Asset Management, Inc. History Reduced 1,561 761 0.33% 0.48% 1741 -1,523 -49.38% Q4 2025 Jan 30, 2026
CHILTON INVESTMENT CO INC. History No change 1,561 761 0.02% 0.02% 1740 0 0.0% Q4 2025 Feb 17, 2026
Stockman Wealth Management, Inc. History Added to 1,559 760 0.09% 0.09% 1742 +49 3.25% Q4 2025 Jan 29, 2026
Pursuit Wealth Management LLC History New 1,556 759 0.65% 1744 +1,556 New Q4 2025 Jan 26, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 1,558 759 0.05% 0.05% 1743 +1 0.06% Q4 2025 Feb 05, 2026
Arrow Investment Advisors, LLC History Reduced 1,555 758 0.84% 1.45% 1745 -1,185 -43.25% Q4 2025 Feb 09, 2026
Ellsworth Advisors, LLC History Reduced 1,558 756 0.15% 0.16% 1746 -34 -2.14% Q4 2025 Jan 16, 2026
MASECO LLP History New 1,544 753 0.03% 1747 +1,544 New Q4 2025 Jan 22, 2026
Keystone Wealth Services, LLC History Reduced 1,542 752 0.16% 0.17% 1748 -65 -4.04% Q4 2025 Jan 26, 2026
Galvin, Gaustad & Stein, LLC History Reduced 1,538 750 0.06% 0.08% 1750 -540 -25.99% Q4 2025 Jan 23, 2026
Legacy Wealth Management, Inc History No change 1,538 750 0.04% 0.04% 1749 0 0.0% Q4 2025 Jan 21, 2026
FLAGSTAR ADVISORS INC History Added to 1,534 748 0.25% 0.2% 1751 +157 11.4% Q4 2025 Jan 13, 2026
Gambit Capital Management, LLC History New 1,533 747 0.53% 1753 +1,533 New Q4 2025 Feb 06, 2026
Nelson Capital Management, LLC History No change 1,533 747 0.09% 0.09% 1752 0 0.0% Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Reduced 1,521 741 0.17% 0.17% 1754 -189 -11.05% Q4 2025 Feb 02, 2026
Blue Chip Partners, LLC History Added to 1,520 741 0.05% 0.05% 1755 +3 0.2% Q4 2025 Feb 18, 2026
Main Street Group, LTD History Added to 1,513 738 0.25% 0.12% 1756 +671 79.69% Q4 2025 Jan 26, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 1,512 737 0.23% 0.28% 1757 +135 9.8% Q4 2025 Jan 08, 2026
Empire Financial Management Company, LLC History No change 1,511 737 0.16% 0.17% 1758 0 0.0% Q4 2025 Feb 12, 2026
Breachway Investments LLC History New 1,510 736 0.78% 1759 +1,510 New Q4 2025 Jan 27, 2026
Benin Management CORP History Added to 1,508 735 0.16% 0.17% 1760 +13 0.87% Q4 2025 Jan 12, 2026
Bernardo Wealth Planning LLC History Reduced 1,507 735 0.14% 0.14% 1761 -11 -0.72% Q4 2025 Jan 26, 2026
Arrowroot Family Office, LLC History Reduced 1,505 734 0.27% 0.37% 1763 -432 -22.3% Q4 2025 Feb 11, 2026
Cypress Wealth Services, LLC History Added to 1,506 734 0.1% 0.11% 1762 +165 12.3% Q4 2025 Jan 14, 2026
Accredited Investors Inc. History No change 1,503 733 0.04% 0.04% 1764 0 0.0% Q4 2025 Feb 05, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 1,502 732 0.07% 0.07% 1765 0 0.0% Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History Reduced 1,496 729 0.18% 0.49% 1768 -2,413 -61.73% Q4 2025 Jan 29, 2026
Capital Advisors Wealth Management, LLC History Reduced 1,496 729 0.1% 0.11% 1767 -94 -5.91% Q4 2025 Jan 21, 2026
Jefferies Financial Group Inc. History Added to 1,495 729 0.0% 0.0% 1766 +3 0.2% Q4 2025 Feb 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 1,494 728 0.01% 0.01% 1769 -5 -0.33% Q4 2025 Feb 12, 2026
Plum Street Advisors, LLC History New 1,490 726 0.26% 1770 +1,490 New Q4 2025 Feb 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 1,488 725 0.03% 0.03% 1771 -16 -1.06% Q4 2025 Feb 13, 2026
Morton Capital Management LLC/CA History Added to 1,487 725 0.11% 0.12% 1772 +6 0.41% Q4 2025 Feb 03, 2026
FAS Wealth Partners, Inc. History Reduced 1,485 724 0.05% 0.05% 1773 -103 -6.49% Q4 2025 Feb 18, 2026
ACCREDITED INVESTOR SERVICES, LLC History Reduced 1,481 722 0.48% 0.51% 1774 -54 -3.52% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Reduced 1,475 719 0.0% 0.0% 1775 -474 -24.32% Q4 2025 Feb 12, 2026
BALLAST ADVISORS LLC History Added to 1,475 719 0.2% 0.17% 1776 +181 13.99% Q4 2025 Feb 03, 2026
Strid Group, LLC History Added to 1,473 718 0.09% 0.08% 1777 +120 8.87% Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 1,464 714 0.39% 1778 +1,464 New Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 1,464 714 0.04% 1779 +1,464 New Q4 2025 Feb 17, 2026
Eagle Bay Advisors LLC History Reduced 1,463 713 0.52% 0.61% 1781 -146 -9.07% Q4 2025 Jan 23, 2026
WFA of San Diego, LLC History Reduced 1,462 713 0.52% 0.48% 1780 -15 -1.02% Q4 2025 Feb 17, 2026
Osprey Private Wealth LLC History Added to 1,461 712 0.2% 0.1% 1782 +911 165.64% Q4 2025 Feb 04, 2026
Sepio Capital, LP History Reduced 1,459 711 0.04% 0.06% 1784 -763 -34.34% Q4 2025 Feb 12, 2026
M Wealth Management, LLC History Added to 1,458 711 0.62% 0.61% 1785 +3 0.21% Q4 2025 Jan 29, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 1,459 711 0.14% 0.14% 1783 0 0.0% Q4 2025 Feb 12, 2026
WATERS PARKERSON & CO., LLC History New 1,456 710 0.03% 1786 +1,456 New Q4 2025 Feb 12, 2026
RAM Investment Partners, LLC History Added to 1,457 710 0.13% 0.13% 1787 +12 0.83% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,450 707 0.0% 0.0% 1788 -372 -20.42% Q4 2025 Feb 10, 2026
Castleview Partners, LLC History Added to 1,451 707 0.35% 0.37% 1789 +42 2.98% Q4 2025 Jan 12, 2026
DOVER ADVISORS, LLC History Added to 1,447 705 0.27% 0.25% 1790 +147 11.31% Q4 2025 Feb 10, 2026
Value Investment Professionals, LLC History New 1,442 703 0.74% 1793 +1,442 New Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History Added to 1,433 703 0.0% 0.0% 1791 +700 95.5% Q4 2025 Jan 15, 2026
Balboa Wealth Partners History Added to 1,442 703 0.12% 0.11% 1792 +75 5.49% Q4 2025 Jan 16, 2026
Tanager Wealth Management LLP History Added to 1,439 702 0.07% 0.07% 1794 +49 3.53% Q4 2025 Jan 26, 2026
Curated Wealth Partners LLC History No change 1,438 701 0.08% 0.08% 1795 0 0.0% Q4 2025 Jan 12, 2026
VANCE WEALTH, LLC History Reduced 1,436 700 0.21% 0.22% 1796 -74 -4.9% Q4 2025 Feb 17, 2026
Lynx Investment Advisory History Reduced 1,434 699 0.38% 0.41% 1797 -8 -0.55% Q4 2025 Feb 05, 2026
MOR Wealth Management, LLC History New 1,432 698 0.32% 1799 +1,432 New Q4 2025 Jan 15, 2026
Gradient Investments LLC History Added to 1,431 698 0.01% 0.01% 1798 +44 3.17% Q4 2025 Jan 08, 2026
CLG LLC History Added to 1,425 695 0.17% 0.16% 1801 +224 18.65% Q4 2025 Jan 15, 2026
MKD WEALTH COACHES, LLC History No change 1,425 695 0.69% 0.68% 1800 0 0.0% Q4 2025 Jan 12, 2026
Elevation Wealth Management LLC History New 1,417 690 0.66% 1803 +1,417 New Q4 2025 Feb 12, 2026
BOSTON FAMILY OFFICE LLC History No change 1,414 690 0.04% 0.04% 1802 0 0.0% Q4 2025 Feb 13, 2026
Farrell Financial LLC History Added to 1,414 689 0.41% 0.4% 1804 +74 5.52% Q4 2025 Jan 12, 2026
UNIQUE WEALTH, LLC History Added to 1,408 686 0.1% 0.09% 1805 +69 5.15% Q4 2025 Jan 06, 2026
Viewpoint Capital Management LLC History No change 1,406 685 0.3% 0.3% 1806 0 0.0% Q4 2025 Feb 11, 2026
Proactive Wealth Strategies LLC History Added to 1,403 684 0.27% 0.27% 1808 +88 6.69% Q4 2025 Feb 05, 2026
Financial Futures Ltd Liability Co. History No change 1,404 684 0.32% 0.33% 1807 0 0.0% Q4 2025 Jan 23, 2026
McGlone Suttner Wealth Management, Inc. History Added to 1,398 682 0.09% 0.06% 1810 +501 55.85% Q4 2025 Jan 15, 2026
Calamos Wealth Management LLC History Reduced 1,399 682 0.02% 0.03% 1809 -72 -4.89% Q4 2025 Jan 29, 2026
Planned Solutions, Inc. History Added to 1,397 681 0.22% 0.22% 1811 +48 3.56% Q4 2025 Jan 28, 2026
Bey-Douglas LLC History Reduced 1,396 680 0.54% 0.51% 1813 -28 -1.97% Q4 2025 Feb 13, 2026
jvl associates llc History No change 1,394 680 0.22% 0.22% 1812 0 0.0% Q4 2025 Jan 09, 2026
CURA WEALTH ADVISORS, LLC History Added to 1,393 679 0.26% 0.24% 1814 +100 7.73% Q4 2025 Jan 23, 2026
truNorth Financial Services, Inc. History New 1,391 678 0.74% 1816 +1,391 New Q4 2025 Feb 17, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,390 678 0.04% 0.04% 1815 0 0.0% Q4 2025 Feb 12, 2026
Fermata Advisors, LLC History Added to 1,381 673 0.16% 0.15% 1817 +157 12.83% Q4 2025 Jan 08, 2026
Redhawk Wealth Advisors, Inc. History Added to 1,379 672 0.08% 0.07% 1818 +104 8.16% Q4 2025 Jan 14, 2026
Integrated Financial Solutions, Inc. History No change 1,377 671 0.4% 0.45% 1819 0 0.0% Q4 2025 Jan 23, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,369 668 0.05% 0.06% 1820 0 0.0% Q4 2025 Jan 28, 2026
Portfolio Resources Advisor Group, Inc. History New 1,369 667 0.67% 1821 +1,369 New Q4 2025 Feb 13, 2026
Indie Asset Partners, LLC History Added to 1,366 666 0.74% 0.59% 1824 +446 48.48% Q4 2025 Feb 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 1,366 666 0.33% 0.34% 1822 -47 -3.33% Q4 2025 Jan 30, 2026
LEE DANNER & BASS INC History Added to 1,366 666 0.05% 0.05% 1823 +1 0.07% Q4 2025 Jan 29, 2026
Integrity Financial Corp /WA History Added to 1,365 665 0.34% 0.3% 1826 +35 2.63% Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History Reduced 1,364 665 0.01% 0.01% 1825 -12 -0.87% Q4 2025 Jan 21, 2026
Navalign, LLC History Reduced 1,360 663 0.16% 0.19% 1827 -137 -9.15% Q4 2025 Feb 05, 2026
Walker Asset Management, LLC History Added to 1,360 663 0.36% 0.36% 1828 +1 0.07% Q4 2025 Jan 16, 2026
WealthBridge Capital Management, LLC History Added to 1,354 660 0.15% 0.15% 1829 +20 1.5% Q4 2025 Jan 21, 2026
Carroll Advisory Group, LLC History New 1,352 659 0.29% 1830 +1,352 New Q4 2025 Feb 09, 2026
Daviman Financial, LLC History New 1,349 658 0.39% 1833 +1,349 New Q4 2025 Feb 06, 2026
WP Advisors, LLC History Reduced 1,350 658 0.16% 0.17% 1832 -44 -3.16% Q4 2025 Jan 28, 2026
EASTERN BANK History No change 1,350 658 0.01% 0.01% 1831 0 0.0% Q4 2025 Jan 14, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 1,348 657 0.19% 0.2% 1834 +12 0.9% Q4 2025 Feb 10, 2026
NORTHLAND SECURITIES, INC. History New 1,345 656 0.63% 1835 +1,345 New Q4 2025 Jan 23, 2026
Carnegie Lake Advisors LLC History Added to 1,347 656 0.25% 0.25% 1836 +1 0.07% Q4 2025 Feb 10, 2026
Fortis Capital Management LLC History Reduced 1,342 654 0.09% 0.09% 1837 -40 -2.89% Q4 2025 Feb 13, 2026
Alaethes Wealth, LLC History Added to 1,340 653 0.18% 0.11% 1838 +538 67.08% Q4 2025 Feb 12, 2026
TI-TRUST, INC History Reduced 1,337 652 0.4% 0.41% 1839 -20 -1.47% Q4 2025 Jan 23, 2026
Community Bank, N.A. History Added to 1,333 650 0.08% 0.06% 1841 +268 25.16% Q4 2025 Feb 04, 2026
North Star Investment Management Corp. History Added to 1,334 650 0.04% 0.04% 1840 +11 0.83% Q4 2025 Jan 30, 2026
Thomasville National Bank History No change 1,331 649 0.04% 0.04% 1842 0 0.0% Q4 2025 Jan 26, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 1,330 648 0.22% 0.28% 1844 -358 -21.21% Q4 2025 Jan 05, 2026
waypoint wealth counsel History Reduced 1,330 648 0.24% 0.26% 1845 -65 -4.66% Q4 2025 Jan 28, 2026
Fragasso Financial Advisors Inc History Added to 1,328 648 0.04% 0.04% 1843 +19 1.45% Q4 2025 Jan 07, 2026
Center For Asset Management LLC History Added to 1,326 646 0.34% 0.34% 1846 +9 0.68% Q4 2025 Jan 21, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Reduced 1,320 643 0.46% 0.58% 1847 -320 -19.51% Q4 2025 Jan 07, 2026
Wealth Group Ltd History Added to 1,310 639 0.14% 0.14% 1848 +57 4.55% Q4 2025 Jan 12, 2026
Fairscale Capital, LLC History Added to 1,308 638 0.42% 0.39% 1850 +132 11.22% Q4 2025 Feb 17, 2026
Abound Wealth Management History Added to 1,309 638 0.15% 0.16% 1849 +2 0.15% Q4 2025 Jan 12, 2026
EFG International AG History New 1,307 637 0.01% 1852 +1,307 New Q4 2025 Feb 17, 2026
Berkeley Capital Partners, LLC History Reduced 1,307 637 0.15% 0.15% 1851 -49 -3.61% Q4 2025 Feb 05, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,304 636 0.5% 1854 +1,304 New Q4 2025 Feb 11, 2026
WealthPlan Investment Management, LLC History Added to 1,304 636 0.04% 0.04% 1853 +90 7.41% Q4 2025 Feb 05, 2026
Mosley Wealth Management History New 1,305 635 0.29% 1855 +1,305 New Q4 2025 Feb 12, 2026
PW ADVISORS, LLC \ FL History New 1,300 633 0.51% 1857 +1,300 New Q4 2025 Feb 17, 2026
Financial Security Advisor, Inc. History Added to 1,299 633 0.12% 0.13% 1856 +2 0.15% Q4 2025 Feb 05, 2026
Peak Wealth Management LLC History New 1,297 632 0.53% 1858 +1,297 New Q4 2025 Feb 04, 2026
Pointe Capital Management LLC History No change 1,295 631 0.31% 0.3% 1859 0 0.0% Q4 2025 Feb 17, 2026
GK Wealth Management LLC History Added to 1,292 630 0.42% 0.25% 1860 +578 80.95% Q4 2025 Jan 05, 2026
Monument Group Wealth Advisors, LLC History Added to 1,273 621 0.34% 0.25% 1861 +391 44.33% Q4 2025 Jan 15, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 1,271 620 0.29% 0.3% 1862 -120 -8.63% Q4 2025 Jan 26, 2026
Cascade Financial Partners, LLC History No change 1,272 620 0.06% 0.07% 1863 0 0.0% Q4 2025 Feb 06, 2026
SigFig Wealth Management, LLC History Reduced 1,264 619 0.02% 0.02% 1864 -4 -0.32% Q4 2025 Jan 16, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 1,267 618 0.22% 0.24% 1865 -115 -8.32% Q4 2025 Jan 21, 2026
Sterling Investment Advisors, Ltd. History Reduced 1,268 618 0.11% 0.12% 1866 -9 -0.7% Q4 2025 Feb 09, 2026
Ellevest, Inc. History Reduced 1,263 616 0.09% 0.09% 1867 -97 -7.13% Q4 2025 Feb 10, 2026
Second Line Capital, LLC History Added to 1,262 615 0.13% 0.11% 1869 +166 15.15% Q4 2025 Feb 17, 2026
Flower City Capital History Reduced 1,262 615 0.31% 0.33% 1868 -2 -0.16% Q4 2025 Jan 22, 2026
Goepper Burkhardt LLC History Reduced 1,259 614 0.2% 0.29% 1870 -530 -29.63% Q4 2025 Feb 09, 2026
Cladis Investment Advisory, LLC History Reduced 1,260 614 0.34% 0.36% 1872 -35 -2.7% Q4 2025 Feb 13, 2026
Essex LLC History Added to 1,259 614 0.11% 0.11% 1871 +1 0.08% Q4 2025 Jan 20, 2026
Hamilton Wealth, LLC History Added to 1,257 613 0.12% 0.08% 1873 +506 67.38% Q4 2025 Feb 19, 2026
Retirement Solution LLC History Added to 1,256 612 0.14% 0.13% 1874 +113 9.89% Q4 2025 Jan 29, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Added to 1,254 611 0.1% 0.1% 1875 +36 2.96% Q4 2025 Feb 17, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 1,248 609 0.03% 0.02% 1876 +377 43.28% Q4 2025 Jan 23, 2026
Rodgers Brothers Inc. History No change 1,247 608 0.07% 0.07% 1877 0 0.0% Q4 2025 Feb 13, 2026
Kastel Capital Advisors, LLC History New 1,245 607 0.37% 1879 +1,245 New Q4 2025 Feb 18, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 1,245 607 0.0% 0.0% 1878 +764 158.84% Q4 2025 Jan 22, 2026
Per Stirling Capital Management, LLC. History Added to 1,238 604 0.07% 0.05% 1880 +299 31.84% Q4 2025 Feb 17, 2026
Mason & Associates Inc History No change 1,240 604 0.11% 0.12% 1881 0 0.0% Q4 2025 Feb 05, 2026
Approach Retirement Advisors, LLC History New 1,233 601 0.52% 1882 +1,233 New Q4 2025 Jan 29, 2026
Impact Capital Partners LLC History New 1,230 600 0.18% 1884 +1,230 New Q4 2025 Jan 07, 2026
Mason & Associates, LLC History Reduced 1,231 600 0.14% 0.14% 1883 -1 -0.08% Q4 2025 Jan 21, 2026
Redwood Investment Management, LLC History Reduced 1,227 599 0.07% 0.28% 1885 -4,244 -77.57% Q4 2025 Feb 17, 2026
MOTIVE WEALTH ADVISORS History Added to 1,227 598 0.25% 0.24% 1886 +53 4.51% Q4 2025 Jan 15, 2026
Kovitz Investment Group Partners, LLC History Reduced 1,224 597 0.01% 0.26% 1887 -138,549 -99.12% Q4 2025 Feb 20, 2026
Ipsen Advisor Group LLC History Reduced 1,225 597 0.42% 0.46% 1889 -109 -8.17% Q4 2025 Feb 11, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 1,229 597 0.09% 0.1% 1888 -12 -0.97% Q4 2025 Jan 08, 2026
PROSPERITY BANCSHARES INC History New 1,222 596 0.54% 1890 +1,222 New Q4 2025 Feb 17, 2026
Kropog Financial Group, LLC History Added to 1,222 596 0.46% 0.48% 1891 +2 0.16% Q4 2025 Feb 05, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 1,221 595 0.19% 0.19% 1892 +56 4.81% Q4 2025 Jan 07, 2026
Granite Bay Wealth Management, LLC History Added to 1,219 594 0.14% 0.11% 1893 +306 33.52% Q4 2025 Feb 05, 2026
Coordinated Financial Services, Inc. History Added to 1,219 594 0.34% 0.37% 1894 +11 0.91% Q4 2025 Feb 09, 2026
Keystone Financial Group, Inc. History Added to 1,216 593 0.31% 0.33% 1895 +2 0.16% Q4 2025 Jan 16, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 1,212 591 0.17% 0.17% 1896 -5 -0.41% Q4 2025 Feb 12, 2026
Cape Investment Advisory, Inc. History Added to 1,210 590 0.18% 0.35% 1897 +470 63.51% Q4 2025 Feb 17, 2026
Syntegra Private Wealth Group, LLC History Added to 1,209 589 0.05% 0.05% 1898 +45 3.87% Q4 2025 Feb 10, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 1,206 588 0.19% 0.25% 1900 -965 -44.45% Q4 2025 Feb 02, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Reduced 1,207 588 0.38% 0.38% 1899 -12 -0.98% Q4 2025 Feb 13, 2026
MBL Wealth, LLC History Added to 1,204 587 0.05% 0.02% 1901 +701 139.36% Q4 2025 Jan 21, 2026
Odyssey Capital Advisors, Inc. History New 1,202 586 0.52% 1902 +1,202 New Q4 2025 Feb 05, 2026
CHASE INVESTMENT COUNSEL CORP History No change 1,200 585 0.16% 0.17% 1903 0 0.0% Q4 2025 Feb 05, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 1,200 585 0.14% 0.15% 1904 0 0.0% Q4 2025 Feb 17, 2026
Salus Financial Advisors, LLC History No change 1,200 585 0.35% 0.35% 1905 0 0.0% Q4 2025 Jan 21, 2026
Financial Gravity Asset Management, Inc. History No change 1,197 583 0.11% 0.11% 1906 0 0.0% Q4 2025 Feb 13, 2026
Towneley Capital Management, Inc / DE History Reduced 1,193 582 0.12% 0.13% 1907 -14 -1.16% Q4 2025 Jan 30, 2026
Vivaldi Capital Management LP History Added to 1,191 581 0.08% 0.08% 1908 +46 4.02% Q4 2025 Feb 13, 2026
USA FINANCIAL FORMULAS History New 1,190 580 0.11% 1909 +1,190 New Q4 2025 Jan 14, 2026
MOSAIC FINANCIAL GROUP, LLC History Reduced 1,189 580 0.4% 0.45% 1910 -126 -9.58% Q4 2025 Feb 13, 2026
SilverOak Wealth Management LLC History Added to 1,188 579 0.09% 0.09% 1911 +32 2.77% Q4 2025 Jan 28, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 1,180 578 0.09% 0.1% 1912 +519 78.52% Q4 2025 Jan 07, 2026
Westside Investment Management, Inc. History Reduced 1,181 576 0.09% 0.09% 1913 -10 -0.84% Q4 2025 Jan 23, 2026
Inscription Capital, LLC History Reduced 1,173 572 0.06% 0.06% 1914 -28 -2.33% Q4 2025 Jan 29, 2026
Midwest Capital Advisors, LLC History Added to 1,174 572 0.27% 0.27% 1915 +2 0.17% Q4 2025 Jan 29, 2026
Balanced Rock Investment Advisors LLC History Reduced 1,172 571 0.41% 0.46% 1917 -154 -11.61% Q4 2025 Feb 13, 2026
DGS Capital Management, LLC History Reduced 1,171 571 0.1% 0.11% 1916 -45 -3.7% Q4 2025 Feb 24, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History New 1,170 570 0.22% 1918 +1,170 New Q4 2025 Jan 21, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 1,166 568 0.03% 0.03% 1919 0 0.0% Q4 2025 Feb 17, 2026
Legacy Private Trust Co. History No change 1,165 568 0.03% 0.03% 1920 0 0.0% Q4 2025 Jan 08, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 1,160 565 0.0% 0.0% 1921 +564 94.63% Q4 2025 Feb 12, 2026
Pachira Investments Inc. History Added to 1,158 564 0.27% 0.29% 1922 +87 8.12% Q4 2025 Feb 02, 2026
Tennessee Valley Asset Management Partners History Added to 1,155 563 0.07% 0.07% 1923 +127 12.35% Q4 2025 Feb 05, 2026
Sharper & Granite LLC History No change 1,154 562 0.2% 0.2% 1924 0 0.0% Q4 2025 Jan 27, 2026
Beacon Wealthcare LLC History Reduced 1,150 561 0.19% 0.26% 1925 -415 -26.52% Q4 2025 Jan 06, 2026
Ballast Rock Private Wealth LLC History New 1,146 559 0.35% 1927 +1,146 New Q4 2025 Feb 04, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Reduced 1,146 559 0.21% 0.23% 1926 -73 -5.99% Q4 2025 Feb 13, 2026
Welch Group, LLC History Reduced 1,142 557 0.02% 0.02% 1928 -31 -2.64% Q4 2025 Jan 26, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 1,142 556 0.04% 0.02% 1929 +488 74.62% Q4 2025 Feb 04, 2026
Kelly Financial Services LLC History Reduced 1,140 556 0.14% 0.17% 1930 -222 -16.3% Q4 2025 Jan 13, 2026
Portland Global Advisors LLC History Added to 1,138 555 0.06% 0.04% 1931 +413 56.97% Q4 2025 Feb 10, 2026
FourThought Financial Partners, LLC History Added to 1,137 554 0.05% 0.04% 1932 +135 13.47% Q4 2025 Feb 06, 2026
Red Door Wealth Management, LLC History Reduced 1,134 553 0.06% 0.07% 1933 -153 -11.89% Q4 2025 Jan 20, 2026
Portland Financial Advisors Inc History No change 1,134 553 1.18% 1.16% 1934 0 0.0% Q4 2025 Feb 06, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 1,131 551 0.08% 0.08% 1936 +37 3.38% Q4 2025 Jan 21, 2026
Twele Capital Management, Inc. History Reduced 1,131 551 0.1% 0.1% 1935 -13 -1.14% Q4 2025 Jan 09, 2026
BSW Wealth Partners History Reduced 1,127 550 0.07% 0.08% 1937 -187 -14.23% Q4 2025 Jan 23, 2026
MBE Wealth Management, LLC History Reduced 1,128 550 0.23% 0.24% 1938 -18 -1.57% Q4 2025 Jan 21, 2026
North Forty Two & Co. History No change 1,128 550 0.52% 0.53% 1939 0 0.0% Q4 2025 Feb 09, 2026
Hegarty Advisors, LLC History New 1,122 547 0.47% 1941 +1,122 New Q4 2025 Jan 29, 2026
Widmann Financial Services, Inc. History Added to 1,123 547 0.33% 0.31% 1940 +100 9.78% Q4 2025 Feb 18, 2026
TriaGen Wealth Management LLC History No change 1,116 544 0.14% 0.14% 1942 0 0.0% Q4 2025 Jan 27, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 1,115 543 0.23% 0.21% 1944 +90 8.78% Q4 2025 Jan 22, 2026
Integrated Capital Management, LLC History Reduced 1,115 543 0.23% 0.25% 1945 -18 -1.59% Q4 2025 Jan 26, 2026
GFG Capital, LLC History No change 1,114 543 0.19% 0.18% 1943 0 0.0% Q4 2025 Jan 15, 2026
Payne Capital LLC History No change 1,108 540 0.55% 0.54% 1946 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Family Advisors, LLC History No change 1,105 539 0.24% 0.23% 1947 0 0.0% Q4 2025 Feb 17, 2026
Boreal Capital Management LLC History No change 1,106 539 0.41% 0.43% 1948 0 0.0% Q4 2025 Feb 17, 2026
WASHINGTON TRUST Co History Reduced 1,104 538 0.02% 0.02% 1949 -395 -26.35% Q4 2025 Feb 10, 2026
WEST PACES ADVISORS INC. History Added to 1,099 536 0.1% 0.05% 1955 +592 116.77% Q4 2025 Jan 21, 2026
RDA Financial Network History Reduced 1,100 536 0.13% 0.13% 1953 -33 -2.91% Q4 2025 Jan 06, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 1,114 536 0.69% 0.8% 1950 -21 -1.85% Q4 2025 Feb 23, 2026
National Wealth Management Group, LLC History Added to 1,100 536 0.19% 0.2% 1954 +18 1.66% Q4 2025 Jan 12, 2026
SIERRA SUMMIT ADVISORS LLC History Added to 1,099 536 0.08% 0.08% 1956 +17 1.57% Q4 2025 Feb 06, 2026
Denver PWM, LLC History No change 1,225 536 0.18% 0.17% 1951 0 0.0% Q4 2025 Feb 11, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 1,100 536 0.09% 0.09% 1952 0 0.0% Q4 2025 Jan 27, 2026
JGP Wealth Management, LLC History Added to 1,097 535 0.06% 0.06% 1957 +35 3.3% Q4 2025 Jan 12, 2026
Topsail Wealth Management, LLC History No change 1,097 535 0.08% 0.09% 1958 0 0.0% Q4 2025 Feb 04, 2026
Opes Wealth Management LLC History No change 1,095 534 0.09% 0.09% 1959 0 0.0% Q4 2025 Feb 02, 2026
J. Derek Lewis & Associates Inc. History New 1,092 533 0.12% 1961 +1,092 New Q4 2025 Mar 23, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,093 533 0.36% 0.36% 1960 0 0.0% Q4 2025 Feb 02, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 1,092 532 0.13% 0.07% 1962 +480 78.43% Q4 2025 Feb 02, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 1,090 531 0.08% 0.08% 1963 0 0.0% Q4 2025 Feb 12, 2026
StoneCrest Wealth Management, Inc. History Reduced 1,087 530 0.21% 0.24% 1965 -74 -6.37% Q4 2025 Jan 16, 2026
FIDELITY D & D BANCORP INC History Reduced 1,088 530 0.23% 0.29% 1964 -13 -1.18% Q4 2025 Feb 09, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 1,085 529 0.11% 0.12% 1966 -28 -2.52% Q4 2025 Jan 22, 2026
MidWestOne Financial Group, Inc. History Reduced 1,080 526 0.06% 0.09% 1967 -472 -30.41% Q4 2025 Feb 12, 2026
Capital Investment Services of America, Inc. History Reduced 1,077 525 0.05% 0.05% 1968 -139 -11.43% Q4 2025 Jan 29, 2026
Integrity Investment Advisors, LLC History Added to 1,074 524 0.29% 0.22% 1971 +367 51.91% Q4 2025 Feb 13, 2026
HAZLETT, BURT & WATSON, INC. History Added to 1,072 524 0.17% 0.16% 1969 +138 14.78% Q4 2025 Feb 10, 2026
GreatBanc Trust CO History No change 1,075 524 0.37% 0.35% 1970 0 0.0% Q4 2025 Feb 12, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 1,072 522 0.13% 0.37% 1973 -1,945 -64.47% Q4 2025 Jan 27, 2026
Oxbow Advisors, LLC History Added to 1,070 522 0.05% 0.05% 1972 +15 1.42% Q4 2025 Feb 04, 2026
Cedarwood Wealth LLC History New 1,070 521 0.58% 1975 +1,070 New Q4 2025 Mar 05, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 1,068 521 0.07% 0.05% 1974 +252 30.88% Q4 2025 Jan 15, 2026
Westfuller Advisors, LLC History Reduced 1,066 520 0.21% 0.24% 1980 -55 -4.91% Q4 2025 Jan 21, 2026
Garrett Wealth Advisory Group, LLC History Added to 1,066 520 0.1% 0.1% 1977 +2 0.19% Q4 2025 Feb 04, 2026
FAIRFIELD, BUSH & CO. History Added to 1,068 520 0.27% 0.26% 1976 +1 0.09% Q4 2025 Feb 13, 2026
Quad-Cities Investment Group, LLC History No change 1,067 520 0.21% 0.22% 1978 0 0.0% Q4 2025 Jan 14, 2026
BancFirst Trust & Investment Management History No change 1,059 520 0.21% 0.19% 1979 0 0.0% Q4 2025 Jan 05, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 1,065 519 0.14% 0.17% 1982 -77 -6.74% Q4 2025 Feb 10, 2026
Zullo Investment Group, Inc. History No change 1,065 519 0.19% 0.19% 1981 0 0.0% Q4 2025 Jan 26, 2026
Koenig Investment Advisory, LLC History New 1,111 517 0.42% 1983 +1,111 New Q4 2025 Mar 03, 2026
Apriem Advisors History No change 1,059 516 0.05% 0.05% 1984 0 0.0% Q4 2025 Feb 13, 2026
Missouri Trust & Investment Co History Reduced 1,056 515 0.15% 0.15% 1986 -24 -2.22% Q4 2025 Feb 13, 2026
TCFG WEALTH MANAGEMENT, LLC History No change 1,057 515 0.2% 0.2% 1985 0 0.0% Q4 2025 Feb 13, 2026
Briaud Financial Planning, Inc History Added to 1,054 514 0.13% 0.13% 1987 +242 29.8% Q4 2025 Jan 28, 2026
WELCH & FORBES LLC History Added to 1,053 513 0.01% 0.0% 1988 +215 25.66% Q4 2025 Feb 10, 2026
Nemes Rush Group LLC History Added to 1,050 512 0.05% 0.05% 1989 +50 5.0% Q4 2025 Feb 11, 2026
Trademark Financial Management, LLC History Added to 1,046 510 0.28% 0.29% 1992 +24 2.35% Q4 2025 Jan 28, 2026
FIRST FOUNDATION ADVISORS History No change 1,047 510 0.02% 0.02% 1990 0 0.0% Q4 2025 Feb 04, 2026
PENOBSCOT WEALTH MANAGEMENT History No change 1,047 510 0.16% 0.16% 1991 0 0.0% Q4 2025 Feb 12, 2026
Braun-Bostich & Associates Inc. History Added to 1,045 509 0.31% 0.29% 1993 +75 7.73% Q4 2025 Jan 14, 2026
Allred Capital Management, LLC History Reduced 1,041 508 0.18% 0.22% 1995 -298 -22.26% Q4 2025 Feb 10, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Added to 1,043 508 0.42% 0.41% 1994 +1 0.1% Q4 2025 Feb 13, 2026
Oxinas Partners, LLC History Reduced 1,036 505 0.24% 0.27% 1996 -14 -1.33% Q4 2025 Jan 26, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 1,037 505 0.05% 0.05% 1997 -12 -1.14% Q4 2025 Jan 22, 2026
ARS Wealth Advisors Group, LLC History Added to 1,034 504 0.05% 0.05% 1999 +1 0.1% Q4 2025 Jan 12, 2026
Cascade Investment Advisors, Inc. History No change 1,034 504 0.3% 0.3% 1998 0 0.0% Q4 2025 Jan 14, 2026
Granite FO LLC History No change 1,028 501 0.27% 0.27% 2000 0 0.0% Q4 2025 Feb 06, 2026