VANGUARD INDEX FUNDS - VXF

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Added to 3,936,464 823,193 0.05% 0.05% 1 +293,651 8.06% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Reduced 3,395,096 709,982 1.59% 1.68% 2 -14,591 -0.43% Q4 2025 Jan 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 3,035,998 634,887 0.19% 0.17% 3 +147,937 5.12% Q4 2025 Feb 10, 2026
Align Financial, LLC History New 545,803 545,803 0.32% — 4 +545,803 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,883,916 393,964 0.03% 0.02% 5 +154,522 8.94% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 1,393,717 291,454 0.93% 0.86% 6 +102,717 7.96% Q4 2025 Feb 02, 2026
VANGUARD GROUP INC History Added to 1,381,682 288,936 0.0% 0.0% 7 +88,303 6.83% Q4 2025 Jan 29, 2026
ASSETMARK, INC History Added to 1,223,076 255,769 0.52% 0.53% 8 +43,928 3.73% Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,213,006 253,421 0.39% 0.34% 9 +239,786 24.64% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 1,031,067 215,616 0.06% 0.06% 10 +17,375 1.71% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 977,926 204,504 0.03% — 11 +977,926 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 920,011 192,340 0.22% 0.3% 12 +40,211 4.57% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 840,415 175,747 0.21% 0.24% 13 -142,520 -14.5% Q4 2025 Jan 30, 2026
Wealthspire Advisors, LLC History Reduced 835,091 174,634 1.39% 1.8% 14 -811,241 -49.28% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 811,830 169,769 0.25% 0.24% 15 +99,417 13.95% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 779,630 163,036 0.03% 0.02% 16 +193,176 32.94% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 774,025 161,864 0.05% 0.05% 17 +75,282 10.77% Q4 2025 Feb 18, 2026
Plante Moran Financial Advisors, LLC History Added to 764,572 159,887 10.12% 9.64% 18 +31,142 4.25% Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History Added to 738,542 154,443 0.54% 0.56% 19 +12,367 1.7% Q4 2025 Feb 06, 2026
SageView Advisory Group, LLC History Added to 648,820 135,681 4.59% 4.48% 20 +28,661 4.62% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 646,302 135,154 0.02% 0.02% 21 -2,173 -0.34% Q4 2025 Jan 29, 2026
GOLDMAN SACHS GROUP INC History Reduced 635,355 132,865 0.02% 0.02% 22 -56,291 -8.14% Q4 2025 Mar 25, 2026
NEPC LLC History Added to 626,535 131,020 2.79% 2.05% 23 +254,531 68.42% Q4 2025 Feb 17, 2026
Gleason Group, Inc. History Added to 608,152 127,176 12.47% 12.74% 24 +2,268 0.37% Q4 2025 Jan 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 517,375 108,193 2.3% 2.13% 25 +66,246 14.68% Q4 2025 Feb 05, 2026
Diversified Trust Co History Added to 503,116 105,211 1.94% 2.01% 26 +21,776 4.52% Q4 2025 Jan 09, 2026
Creative Planning History Added to 496,103 103,744 0.07% 0.08% 27 +3,584 0.73% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 431,867 90,312 0.24% 0.28% 28 -56,451 -11.56% Q4 2025 Feb 05, 2026
Stratos Wealth Partners, LTD. History Reduced 367,584 76,869 0.87% 1.16% 29 -100,752 -21.51% Q4 2025 Jan 20, 2026
Charter Oak Capital Management, LLC History Reduced 358,062 74,877 5.71% 5.95% 30 -4,059 -1.12% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 349,556 73,142 0.11% 0.13% 31 -85,182 -19.59% Q4 2025 Feb 17, 2026
Van Cleef Asset Management,Inc History Reduced 348,871 72,955 7.4% 7.46% 32 -1,939 -0.55% Q4 2025 Feb 09, 2026
CITIGROUP INC History Reduced 341,882 71,494 0.03% 0.04% 33 -58,460 -14.6% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 337,129 70,521 0.02% 0.02% 34 +11,807 3.63% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 316,950 66,280 0.13% 0.04% 35 +219,063 223.79% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 306,533 64,102 0.04% 0.05% 36 -51,322 -14.34% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 276,670 57,857 0.02% 0.02% 37 +11,454 4.32% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 273,217 57,135 0.03% 0.03% 38 +39,942 17.12% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 272,131 56,908 0.03% 0.04% 39 -121,412 -30.85% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Reduced 250,665 52,418 0.06% 0.06% 40 -1,687 -0.67% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 236,880 49,536 0.09% 0.1% 41 +4,268 1.83% Q4 2025 Mar 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 236,664 49,491 0.07% 0.08% 42 -49,057 -17.17% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Reduced 236,617 49,481 0.56% 0.6% 43 -19,954 -7.78% Q4 2025 Jan 16, 2026
NATIXIS ADVISORS, LLC History Reduced 234,211 48,978 0.07% 0.09% 44 -64,705 -21.65% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 229,859 48,086 0.06% 0.06% 45 +5,722 2.55% Q4 2025 Feb 13, 2026
Tenon Financial LLC History Added to 228,681 47,821 20.16% 19.04% 46 +51,451 29.03% Q4 2025 Jan 16, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Added to 224,143 46,872 2.97% 2.27% 47 +69,222 44.68% Q4 2025 Feb 04, 2026
GeoWealth Management, LLC History Added to 221,084 46,233 1.7% 1.64% 48 +6,171 2.87% Q4 2025 Feb 17, 2026
Voya Financial Advisors, Inc. History Reduced 207,817 44,075 4.23% 4.32% 49 -5,580 -2.61% Q4 2025 Feb 13, 2026
ACT WEALTH MANAGEMENT, LLC History Added to 203,414 42,537 13.91% 14.62% 50 +4,125 2.07% Q4 2025 Jan 15, 2026
James J. Burns & Company, LLC History Added to 200,791 41,989 5.79% 6.15% 51 +3,740 1.9% Q4 2025 Jan 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 196,301 41,050 0.53% 0.67% 52 -41,954 -17.61% Q4 2025 Feb 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 182,975 38,325 0.07% 0.01% 53 +151,710 485.24% Q4 2025 Feb 05, 2026
HCR Wealth Advisors History New 178,116 37,247 3.69% — 54 +178,116 New Q4 2025 Jan 27, 2026
MAYPORT, LLC History Added to 174,035 36,394 7.33% 7.72% 55 +3,895 2.29% Q4 2025 Jan 21, 2026
Legacy Private Trust Co. History Reduced 173,257 36,231 2.13% 2.16% 56 -35 -0.02% Q4 2025 Jan 08, 2026
LINCOLN NATIONAL CORP History Added to 170,604 35,676 1.04% 1.0% 57 +3,183 1.9% Q4 2025 Feb 09, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 160,820 33,630 3.24% 2.73% 58 +6,338 4.1% Q4 2025 Jan 12, 2026
Lido Advisors, LLC History Added to 149,857 31,370 0.09% 0.1% 59 +36 0.02% Q4 2025 Feb 10, 2026
MATHER GROUP, LLC. History Reduced 144,174 30,149 0.31% 0.31% 60 -1,449 -1.0% Q4 2025 Jan 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 143,730 30,056 0.07% 0.08% 61 -6,693 -4.45% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 140,926 29,470 0.36% 0.36% 62 +6,497 4.83% Q4 2025 Jan 26, 2026
Firestone Capital Management History Added to 137,811 28,818 6.11% 6.14% 63 +2,067 1.52% Q4 2025 Feb 09, 2026
SlateStone Wealth, LLC History Added to 133,986 28,019 2.34% 2.2% 64 +12,489 10.28% Q4 2025 Feb 11, 2026
FC Advisory LLC History Added to 132,051 27,614 7.93% 8.0% 65 +1,432 1.1% Q4 2025 Jan 13, 2026
Beacon Harbor Wealth Advisors, Inc. History Added to 129,036 26,984 5.98% 6.16% 66 +3,006 2.39% Q4 2025 Jan 23, 2026
New England Private Wealth Advisors LLC History Added to 120,631 25,226 3.14% 3.29% 67 +1,272 1.07% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 118,093 24,695 0.04% 0.03% 68 +25,332 27.31% Q4 2025 Feb 12, 2026
BLAIR WILLIAM & CO/IL History Added to 117,770 24,628 0.07% 0.04% 69 +40,389 52.19% Q4 2025 Feb 17, 2026
BIP Wealth, LLC History Added to 114,569 23,958 0.85% 1.18% 70 +51 0.04% Q4 2025 Jan 21, 2026
STIFEL FINANCIAL CORP History Added to 114,294 23,901 0.02% 0.02% 71 +4,092 3.71% Q4 2025 Feb 13, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 112,660 23,789 6.57% 7.16% 72 +424 0.38% Q4 2025 Jan 14, 2026
HARBOUR INVESTMENTS, INC. History Added to 111,596 23,336 0.47% 0.48% 73 +9,904 9.74% Q4 2025 Feb 09, 2026
Investment Planning Advisors, Inc. History Reduced 106,880 22,350 6.51% 10.78% 74 -56,796 -34.7% Q4 2025 Jan 20, 2026
FIRST HAWAIIAN BANK History Added to 106,655 22,303 2.97% 2.64% 75 +8,158 8.28% Q4 2025 Jan 05, 2026
Continuum Advisory, LLC History Added to 106,521 22,275 2.23% 2.28% 76 +3,284 3.18% Q4 2025 Feb 11, 2026
EARNEST PARTNERS LLC History Added to 96,458 20,171 0.09% 0.05% 77 +45,607 89.69% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Reduced 93,633 19,580 0.03% 0.03% 78 -17,379 -15.66% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 91,522 19,138 0.09% 0.09% 79 +3,561 4.05% Q4 2025 Feb 17, 2026
Winthrop Advisory Group LLC History Added to 90,608 18,948 1.61% 1.56% 80 +5,202 6.09% Q4 2025 Jan 21, 2026
Fairway Wealth LLC History Added to 90,205 18,863 5.09% 5.23% 81 +1,136 1.28% Q4 2025 Jan 28, 2026
Strategic Investment Advisors / MI History Added to 90,012 18,835 1.63% 1.56% 82 +7,575 9.19% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 90,023 18,825 0.0% 0.0% 83 +61,765 218.58% Q4 2025 Feb 12, 2026
FMR LLC History Added to 84,633 17,698 0.0% 0.0% 84 +4,255 5.29% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 84,531 17,676 0.03% 0.03% 85 +6,390 8.18% Q4 2025 Feb 05, 2026
SOL Capital Management CO History Reduced 84,482 17,667 1.59% 1.67% 86 -4,491 -5.05% Q4 2025 Jan 30, 2026
Affiance Financial, LLC History Reduced 80,694 16,874 2.71% 3.1% 87 -639 -0.79% Q4 2025 Jan 21, 2026
D.A. DAVIDSON & CO. History Added to 80,643 16,864 0.1% 0.1% 88 +2,318 2.96% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 80,300 16,792 0.02% 0.01% 89 +9,900 14.06% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Added to 79,917 16,712 1.24% 1.41% 90 +4,606 6.12% Q4 2025 Jan 28, 2026
Keel Point, LLC History Added to 79,547 16,634 1.0% 0.98% 91 +3,609 4.75% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Added to 79,024 16,427 0.4% 0.31% 92 +978 1.25% Q4 2025 Feb 11, 2026
Summit Wealth Group, LLC History Added to 78,495 16,414 3.83% 3.97% 93 +29 0.04% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 78,283 16,370 0.06% 0.07% 94 +1,173 1.52% Q4 2025 Feb 18, 2026
Aurdan Capital Management, LLC History Added to 77,078 16,118 4.97% 4.95% 95 +2,649 3.56% Q4 2025 Jan 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 73,634 15,398 0.24% 0.25% 96 -72 -0.1% Q4 2025 Feb 12, 2026
BRIGHTON SECURITIES CORP. History Added to 69,003 14,429 7.12% 7.45% 97 +693 1.01% Q4 2025 Mar 06, 2026
Topsail Wealth Management, LLC History Added to 68,869 14,401 2.11% 1.66% 98 +22,038 47.06% Q4 2025 Feb 04, 2026
Asio Capital, LLC History Added to 68,550 14,335 2.02% 2.1% 99 +1,459 2.17% Q4 2025 Jan 21, 2026
HighTower Advisors, LLC History Added to 67,644 14,145 0.02% 0.01% 100 +8,001 13.41% Q4 2025 Feb 06, 2026
Applied Capital LLC History Added to 66,568 13,920 5.36% 5.5% 101 +1,396 2.14% Q4 2025 Jan 16, 2026
BOSTON FAMILY OFFICE LLC History Added to 66,251 13,854 0.88% 0.85% 102 +2,266 3.54% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 66,171 13,837 0.08% 0.07% 103 +10,388 18.62% Q4 2025 Feb 12, 2026
Columbia River Financial Group, LLC History Reduced 65,954 13,792 8.46% 9.1% 104 -4,240 -6.04% Q4 2025 Feb 12, 2026
Procyon Advisors, LLC History Added to 64,925 13,577 0.67% 0.79% 105 +1,494 2.36% Q4 2025 Jan 07, 2026
Linscomb Wealth, Inc. History Reduced 64,221 13,429 0.56% 0.58% 106 -613 -0.95% Q4 2025 Feb 10, 2026
West Financial Advisors, LLC History Reduced 63,139 13,203 2.23% 2.28% 107 -2,796 -4.24% Q4 2025 Jan 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 62,424 13,058 0.01% — 108 +62,424 New Q4 2025 Feb 13, 2026
Segment Wealth Management, LLC History Reduced 61,637 12,889 0.75% 0.79% 109 -948 -1.51% Q4 2025 Jan 29, 2026
Great Diamond Partners, LLC History Reduced 60,878 12,730 2.45% 2.52% 110 -1,284 -2.07% Q4 2025 Feb 06, 2026
Ballentine Partners, LLC History Reduced 60,744 12,702 0.18% 0.18% 111 -470 -0.77% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Added to 59,564 12,456 0.05% 0.05% 112 +2,941 5.19% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 58,447 12,222 0.03% 0.04% 113 +1,425 2.5% Q4 2025 Jan 26, 2026
Bank of New York Mellon Corp History Added to 58,370 12,206 0.0% 0.0% 114 +1,900 3.36% Q4 2025 Feb 10, 2026
Orion Porfolio Solutions, LLC History Added to 58,145 12,159 0.09% 0.08% 115 +5,989 11.48% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 55,008 11,971 0.02% 0.02% 116 -108 -0.2% Q4 2025 Jan 08, 2026
Corient Private Wealth LLC History Added to 56,990 11,964 0.02% 0.01% 117 +21,543 60.78% Q4 2025 Mar 09, 2026
Fiduciary Group, LLC History Reduced 55,461 11,597 0.97% 1.05% 118 -1,850 -3.23% Q4 2025 Feb 12, 2026
SMI Advisory Services, LLC History Reduced 52,599 11,530 1.99% 2.62% 119 -12,654 -19.39% Q4 2025 Jan 13, 2026
JPMORGAN CHASE & CO History Reduced 54,824 11,464 0.0% 0.0% 120 -2,715 -4.72% Q4 2025 Feb 11, 2026
Arax Advisory Partners History New 54,608 11,442 0.33% — 121 +54,608 New Q4 2025 Feb 13, 2026
Clifford Group, LLC History Added to 53,670 11,223 8.67% 8.7% 122 +288 0.54% Q4 2025 Feb 13, 2026
Fort Vancouver Investment Management, LLC History Added to 52,996 11,082 5.92% 5.97% 123 +1,667 3.25% Q4 2025 Feb 06, 2026
RIVERBRIDGE PARTNERS LLC History Added to 52,551 10,989 0.21% 0.15% 124 +10,560 25.15% Q4 2025 Jan 13, 2026
Mutual Advisors, LLC History Added to 52,398 10,957 0.23% 0.24% 125 +1,203 2.35% Q4 2025 Feb 02, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Added to 51,443 10,757 4.06% 4.14% 126 +818 1.62% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 49,560 10,364 0.05% — 127 +49,560 New Q4 2025 Feb 18, 2026
Journey Beyond Wealth, LLC History Reduced 49,272 10,303 8.2% 9.48% 128 -5,782 -10.5% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Added to 48,774 10,199 0.02% 0.02% 129 +1,732 3.68% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 47,723 9,979 0.13% 0.12% 130 +2,613 5.79% Q4 2025 Feb 09, 2026
World Investment Advisors History Added to 47,514 9,936 0.16% 0.18% 131 +6,192 14.98% Q4 2025 Mar 12, 2026
North Star Investment Management Corp. History Added to 46,775 9,781 0.61% 0.62% 132 +964 2.1% Q4 2025 Jan 30, 2026
MARQUETTE ASSOCIATES, INC. History Added to 46,568 9,738 12.47% 11.7% 133 +129 0.28% Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Added to 46,356 9,694 1.76% 0.15% 134 +2,036 4.59% Q4 2025 Mar 04, 2026
Prime Buchholz LLC History Reduced 45,210 9,454 5.61% 5.58% 135 -3,275 -6.75% Q4 2025 Feb 11, 2026
Gutierrez Wealth Advisory, LLC History Reduced 43,592 9,115 5.73% 5.92% 136 -646 -1.46% Q4 2025 Feb 06, 2026
LAM GROUP, INC. History Added to 43,410 9,077 5.19% 5.55% 137 +625 1.46% Q4 2025 Jan 23, 2026
MAI Capital Management History Reduced 43,139 9,021 0.05% 0.06% 138 -990 -2.24% Q4 2025 Feb 13, 2026
Plancorp, LLC History Reduced 42,721 8,933 0.27% 0.29% 139 -1,538 -3.47% Q4 2025 Feb 05, 2026
Advisor OS, LLC History Reduced 41,732 8,726 0.7% 0.75% 140 -25 -0.06% Q4 2025 Feb 04, 2026
IFG Advisory, LLC History Added to 41,680 8,716 0.38% 0.38% 141 +1,712 4.28% Q4 2025 Feb 10, 2026
Jessup Wealth Management, Inc History Added to 41,587 8,696 2.88% 3.13% 142 +1,450 3.61% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 41,519 8,682 0.18% 0.17% 143 +164 0.4% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 40,898 8,552 0.0% 0.0% 144 +12,936 46.26% Q4 2025 Feb 17, 2026
TD Capital Management LLC History Reduced 40,444 8,457 0.75% 0.78% 145 -863 -2.09% Q4 2025 Feb 26, 2026
Allworth Financial LP History New 40,118 8,389 0.03% — 146 +40,118 New Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 39,790 8,320 0.0% 0.0% 147 +6,810 20.65% Q4 2025 Feb 06, 2026
Brooklyn Investment Group History Added to 38,988 8,268 0.38% 0.2% 148 +31,387 412.93% Q4 2025 Feb 12, 2026
Compass Financial Group, INC/SD History Reduced 38,803 8,114 1.16% 1.25% 149 -776 -1.96% Q4 2025 Jan 27, 2026
VSM Wealth Advisory, LLC History Reduced 38,474 8,059 2.42% 2.56% 150 -841 -2.14% Q4 2025 Feb 06, 2026
OPPENHEIMER & CO INC History Reduced 37,787 7,902 0.11% 0.1% 151 -370 -0.97% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History New 37,336 7,807 0.14% — 152 +37,336 New Q4 2025 Feb 09, 2026
Clarius Group, LLC History Added to 37,255 7,790 0.44% 0.46% 153 +57 0.15% Q4 2025 Jan 14, 2026
Luminvest Wealth Management LLC History Added to 36,911 7,718 2.14% 1.74% 154 +11,450 44.97% Q4 2025 Jan 26, 2026
Boston Standard Wealth Management, LLC History Added to 36,741 7,683 1.27% 1.26% 155 +937 2.62% Q4 2025 Jan 07, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 35,458 7,415 1.31% 1.44% 156 -1,686 -4.54% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 34,546 7,224 0.03% — 157 +34,546 New Q4 2025 Feb 13, 2026
Parkway Wealth Management Group, LLC History New 34,527 7,220 0.97% — 158 +34,527 New Q4 2025 Feb 10, 2026
Prospera Capital Management, LLC History Reduced 33,381 6,980 3.52% 3.42% 159 -407 -1.2% Q4 2025 Jan 20, 2026
Savant Capital, LLC History Reduced 33,305 6,964 0.04% 0.04% 160 -1,462 -4.21% Q4 2025 Feb 10, 2026
Retirement Planning Group, LLC History Added to 33,226 6,948 0.23% 0.23% 161 +1,285 4.02% Q4 2025 Feb 03, 2026
BCS Wealth Management History Added to 32,957 6,892 0.7% 0.67% 162 +18,665 130.6% Q4 2025 Jan 26, 2026
TRUIST FINANCIAL CORP History Reduced 32,771 6,852 0.01% 0.01% 163 -7,823 -19.27% Q4 2025 Feb 02, 2026
COMERICA BANK History Added to 32,654 6,828 0.03% 0.03% 164 +868 2.73% Q4 2025 Jan 29, 2026
Trevian Wealth Management LLC History Added to 32,651 6,827 3.24% 3.49% 165 +1,556 5.0% Q4 2025 Feb 05, 2026
Long Island Wealth Management, Inc. History Reduced 32,380 6,771 3.2% 3.31% 166 -104 -0.32% Q4 2025 Jan 21, 2026
Arete Wealth Advisors, LLC History Added to 32,206 6,735 0.41% 0.39% 167 +2,082 6.91% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 31,802 6,650 0.1% 0.09% 168 +2,119 7.14% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Reduced 31,695 6,628 0.05% 0.06% 169 -1,852 -5.52% Q4 2025 Feb 18, 2026
Churchill Financial Advisors, LLC History New 31,499 6,587 2.01% — 170 +31,499 New Q4 2025 Feb 09, 2026
VICUS CAPITAL History Reduced 31,317 6,549 0.49% 0.51% 171 -648 -2.03% Q4 2025 Jan 22, 2026
Merit Financial Group, LLC History Added to 31,221 6,529 0.05% 0.06% 172 +84 0.27% Q4 2025 Jan 26, 2026
Prime Capital Investment Advisors, LLC History Reduced 30,891 6,459 0.08% 0.08% 173 -30 -0.1% Q4 2025 Jan 21, 2026
Compass Advisory Group LLC History Reduced 30,803 6,441 1.74% 1.81% 174 -11 -0.04% Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 30,732 6,426 0.35% 0.38% 175 -1,021 -3.22% Q4 2025 Feb 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 29,311 6,129 0.25% 0.27% 176 -1,262 -4.13% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 29,290 6,126 0.03% 0.02% 177 +18,276 165.93% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 28,792 6,020 0.02% 0.02% 178 +522 1.85% Q4 2025 Feb 09, 2026
SigFig Wealth Management, LLC History Reduced 28,639 5,989 0.18% 0.19% 179 -41 -0.14% Q4 2025 Jan 16, 2026
JFS WEALTH ADVISORS, LLC History No change 28,626 5,986 0.34% 0.35% 180 0 0.0% Q4 2025 Jan 14, 2026
Harfst & Associates, Inc. History Added to 28,294 5,916 1.07% 0.98% 181 +2,901 11.42% Q4 2025 Feb 10, 2026
Atlantic Private Wealth, LLC History Reduced 28,242 5,906 3.78% 3.86% 182 -282 -0.99% Q4 2025 Feb 11, 2026
Echo45 Advisors LLC History Added to 28,240 5,905 3.37% 3.4% 183 +529 1.91% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 27,935 5,841 0.04% 0.05% 184 -1,865 -6.26% Q4 2025 Feb 12, 2026
Eagle Capital Management, LLC History Added to 27,727 5,798 2.11% 2.19% 185 +95 0.34% Q4 2025 Jan 12, 2026
Charis Legacy Partners, LLC History Added to 26,964 5,638 8.32% 8.17% 186 +790 3.02% Q4 2025 Jan 08, 2026
Safir Wealth Advisors, LLC History Reduced 26,852 5,615 3.94% 3.99% 187 -130 -0.48% Q4 2025 Jan 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 26,813 5,607 0.11% 0.13% 188 -1,540 -5.43% Q4 2025 Feb 06, 2026
Warwick Investment Management, Inc. History Added to 26,708 5,585 0.86% 0.94% 189 +940 3.65% Q4 2025 Jan 15, 2026
Security National Bank History No change 26,355 5,511 0.79% 0.85% 190 0 0.0% Q4 2025 Feb 05, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Added to 25,889 5,413 0.07% 0.01% 191 +20,277 361.32% Q4 2025 Feb 11, 2026
MontVue Capital Management, Inc. History Reduced 24,939 5,215 3.47% 3.51% 192 -55 -0.22% Q4 2025 Jan 27, 2026
Ameritas Advisory Services, LLC History Added to 24,814 5,189 0.19% 0.15% 193 +14,206 133.92% Q4 2025 Feb 04, 2026
BFSG, LLC History Added to 24,007 5,020 0.49% 0.43% 194 +2,830 13.36% Q4 2025 Jan 22, 2026
Fragasso Financial Advisors Inc History Reduced 23,957 5,009 0.3% 0.32% 195 -10 -0.04% Q4 2025 Jan 07, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 23,663 4,948 2.0% 2.13% 196 -130 -0.55% Q4 2025 Jan 22, 2026
Diversified Enterprises, LLC History Added to 23,597 4,934 0.29% 0.29% 198 +2,743 13.15% Q4 2025 Jan 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 23,598 4,934 0.06% 0.07% 197 -256 -1.07% Q4 2025 Jan 22, 2026
Snowden Capital Advisors LLC History Added to 23,536 4,921 0.13% 0.13% 199 +14 0.06% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 22,977 4,804 0.06% 0.06% 200 +1,064 4.86% Q4 2025 Jan 30, 2026
Emergent Wealth Advisors, LLC History Reduced 22,485 4,702 2.64% 3.42% 201 -6,156 -21.49% Q4 2025 Jan 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 22,411 4,686 0.0% 0.0% 202 +12,260 120.78% Q4 2025 Feb 17, 2026
Western Reserve Capital Management, LLC History New 22,318 4,667 4.35% — 203 +22,318 New Q4 2025 Feb 10, 2026
Hamrick Investment Counsel, llc History New 22,013 4,603 3.42% — 204 +22,013 New Q4 2025 Mar 31, 2026
Boston Trust Walden Corp History Added to 21,824 4,563 0.03% 0.0% 205 +20,797 2025.02% Q4 2025 Jan 28, 2026
Janney Montgomery Scott LLC History Reduced 21,659 4,529 0.01% 0.01% 206 -481 -2.17% Q4 2025 Feb 11, 2026
Pitcairn Wealth Advisors LLC History New 21,544 4,505 0.41% — 207 +21,544 New Q4 2025 Feb 13, 2026
Coyle Financial Counsel LLC History Reduced 21,334 4,461 0.95% 1.06% 208 -649 -2.95% Q4 2025 Feb 10, 2026
United Community Bank History Added to 21,332 4,460 1.69% 1.21% 209 +2,695 14.46% Q4 2025 Jan 30, 2026
NorthRock Partners, LLC History Added to 21,307 4,455 0.08% 0.08% 210 +1,372 6.88% Q4 2025 Feb 17, 2026
Wealth Group Ltd History Reduced 21,200 4,433 0.99% 1.7% 211 -13,909 -39.62% Q4 2025 Jan 12, 2026
Strategic Financial Planning, Inc. History Reduced 21,020 4,395 2.5% 2.55% 212 -6 -0.03% Q4 2025 Feb 17, 2026
Curtis Advisory Group, LLC History Added to 20,873 4,364 0.92% 0.84% 213 +3,116 17.55% Q4 2025 Jan 23, 2026
Farther Finance Advisors, LLC History Added to 20,768 4,342 0.05% 0.07% 214 +180 0.87% Q4 2025 Jan 23, 2026
Vident Advisory, LLC History Reduced 20,715 4,332 0.04% 0.04% 215 -1,166 -5.33% Q4 2025 Feb 18, 2026
Geneos Wealth Management Inc. History Added to 20,466 4,279 0.1% 0.1% 216 +1,244 6.47% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Reduced 20,363 4,258 0.0% 0.0% 217 -460 -2.21% Q4 2025 Feb 17, 2026
Opulen Financial Group LLC History Added to 20,292 4,243 3.09% 3.21% 218 +36 0.18% Q4 2025 Feb 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 20,150 4,213 0.23% 0.28% 219 -3,344 -14.23% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 20,085 4,200 0.02% — 220 +20,085 New Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 19,828 4,146 0.07% 0.08% 221 +813 4.28% Q4 2025 Jan 13, 2026
Concurrent Investment Advisors, LLC History Added to 19,788 4,138 0.05% 0.06% 222 +2,174 12.34% Q4 2025 Jan 29, 2026
L.K. Benson & Company, P.C. History Reduced 19,734 4,127 2.07% 2.35% 223 -1,060 -5.1% Q4 2025 Feb 06, 2026
CONNABLE OFFICE INC History Added to 19,180 4,010 0.37% 0.35% 224 +938 5.14% Q4 2025 Feb 03, 2026
Empower Advisory Group, LLC History Added to 18,995 3,972 0.01% 0.01% 225 +4,668 32.58% Q4 2025 Feb 12, 2026
SIMON QUICK ADVISORS, LLC History No change 18,612 3,892 0.17% 0.18% 226 0 0.0% Q4 2025 Jan 29, 2026
Mission Hills Financial Advisory, LLC History Added to 18,454 3,859 2.04% 2.02% 227 +252 1.38% Q4 2025 Feb 02, 2026
Baker Ellis Asset Management LLC History Reduced 18,274 3,821 0.46% 0.5% 228 -1,025 -5.31% Q4 2025 Jan 21, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 18,210 3,808 0.51% 0.25% 229 +10,700 142.48% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 18,199 3,806 0.12% — 230 +18,199 New Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 18,170 3,799 0.21% 0.05% 231 +14,638 414.44% Q4 2025 Feb 04, 2026
Vested Financial Planning, LLC History Added to 17,820 3,726 2.87% 2.84% 232 +1,108 6.63% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 17,575 3,675 0.12% 0.11% 233 +2,412 15.91% Q4 2025 Jan 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 17,402 3,639 0.25% 0.27% 234 -1,007 -5.47% Q4 2025 Jan 08, 2026
Retirement Wealth Solutions LLC History Reduced 17,357 3,629 2.29% 2.39% 235 -18 -0.1% Q4 2025 Jan 07, 2026
Regal Investment Advisors LLC History Reduced 17,005 3,556 0.21% 0.24% 236 -343 -1.98% Q4 2025 Feb 17, 2026
Values Added Financial LLC History Reduced 16,463 3,442 1.45% 1.55% 237 -173 -1.04% Q4 2025 Jan 16, 2026
River Wealth Advisors LLC History Reduced 16,391 3,427 0.38% 0.41% 238 -201 -1.21% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 16,109 3,368 0.05% 0.05% 239 +27 0.17% Q4 2025 Feb 13, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 16,085 3,363 0.12% 0.11% 240 -12 -0.07% Q4 2025 Feb 12, 2026
Jordan Park Group LLC History No change 16,014 3,348 0.19% 0.19% 241 0 0.0% Q4 2025 Feb 10, 2026
Partners in Financial Planning History Reduced 15,915 3,328 0.56% 0.58% 242 -114 -0.71% Q4 2025 Feb 02, 2026
Quantinno Capital Management LP History Added to 15,847 3,314 0.01% 0.01% 243 +1,375 9.5% Q4 2025 Feb 17, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 15,755 3,294 2.61% — 244 +15,755 New Q4 2025 Feb 11, 2026
DEUTSCHE BANK AG\ History Added to 15,590 3,260 0.0% 0.0% 245 +4,492 40.48% Q4 2025 Feb 11, 2026
HBW ADVISORY SERVICES LLC History Reduced 15,580 3,258 0.35% 0.37% 246 -45 -0.29% Q4 2025 Jan 23, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 15,494 3,240 0.37% 0.38% 247 +1,395 9.89% Q4 2025 Feb 17, 2026
Xena Financial Planning, LLC History New 15,459 3,232 3.8% — 248 +15,459 New Q4 2025 Jan 15, 2026
Gotham Asset Management, LLC History No change 15,450 3,230 0.01% 0.01% 249 0 0.0% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 14,889 3,227 0.11% 0.11% 250 +1,042 7.53% Q4 2025 Jan 08, 2026
Penn Capital Management Company, LLC History Added to 15,384 3,225 0.26% 0.08% 251 +10,620 222.92% Q4 2025 Feb 09, 2026
Balentine LLC History No change 15,375 3,215 0.12% 0.12% 252 0 0.0% Q4 2025 Feb 02, 2026
WEALTH ALLIANCE, LLC History Added to 15,081 3,153 0.31% 0.31% 253 +631 4.37% Q4 2025 Feb 13, 2026
Family CFO Inc History Added to 15,080 3,153 1.41% 1.44% 254 +121 0.81% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 15,066 3,150 0.03% 0.03% 255 +241 1.63% Q4 2025 Feb 17, 2026
Roundview Capital LLC History Added to 14,670 3,067 0.19% 0.19% 256 +134 0.92% Q4 2025 Feb 09, 2026
Fullerton Advisors, LLC History New 14,603 3,053 3.05% — 257 +14,603 New Q4 2025 Feb 02, 2026
Stembrook Asset Management, LLC History New 14,449 3,021 2.85% — 258 +14,449 New Q4 2025 Feb 13, 2026
WARNER FINANCIAL, INC History Reduced 14,357 3,002 1.04% 1.12% 259 -10 -0.07% Q4 2025 Jan 21, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 14,101 2,948 0.28% 0.31% 260 -700 -4.73% Q4 2025 Feb 06, 2026
Single Point Partners, LLC History Added to 13,984 2,924 0.58% 0.59% 261 +21 0.15% Q4 2025 Jan 26, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 13,852 2,896 2.21% 2.29% 262 +97 0.71% Q4 2025 Feb 17, 2026
CWS Financial Advisors, LLC History Reduced 13,483 2,819 0.77% 0.89% 263 -1,835 -11.98% Q4 2025 Feb 06, 2026
Atlatl Advisers LLC History Added to 13,407 2,803 1.07% 1.08% 264 +452 3.49% Q4 2025 Feb 09, 2026
Petersen Hastings Wealth Advisors Inc. History New 13,375 2,797 0.27% — 265 +13,375 New Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History No change 13,370 2,795 0.05% 0.05% 266 0 0.0% Q4 2025 Feb 04, 2026
GREAT LAKES ADVISORS, LLC History New 13,285 2,778 0.02% — 267 +13,285 New Q4 2025 Feb 12, 2026
Betterment LLC History Added to 13,031 2,725 0.01% 0.01% 268 +248 1.94% Q4 2025 Feb 12, 2026
Choate Investment Advisors History Reduced 12,962 2,710 0.05% 0.06% 269 -104 -0.8% Q4 2025 Feb 09, 2026
Trust Point Inc. History No change 12,826 2,682 0.21% 0.22% 270 0 0.0% Q4 2025 Jan 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 12,728 2,661 0.06% — 271 +12,728 New Q4 2025 Feb 17, 2026
Telos Capital Management, Inc. History Reduced 12,709 2,657 0.25% 0.29% 272 -1,725 -11.95% Q4 2025 Jan 22, 2026
Coastline Trust Co History No change 12,651 2,645 0.25% 0.28% 273 0 0.0% Q4 2025 Jan 05, 2026
LaSalle St. Investment Advisors, LLC History Added to 12,628 2,640 0.43% 0.47% 274 +80 0.64% Q4 2025 Feb 17, 2026
Pacific Center for Financial Services History No change 12,500 2,616 0.67% 0.67% 275 0 0.0% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 12,506 2,615 0.09% 0.09% 276 +297 2.43% Q4 2025 Feb 06, 2026
Lionsbridge Wealth Management LLC History Reduced 12,347 2,582 2.61% 2.55% 277 -33 -0.27% Q4 2025 Jan 26, 2026
Jacobi Capital Management LLC History Added to 12,342 2,580 0.15% 0.15% 278 +460 3.87% Q4 2025 Feb 13, 2026
Argent Trust Co History Added to 12,333 2,579 0.09% 0.09% 279 +187 1.54% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 12,218 2,555 0.03% 0.03% 280 -454 -3.58% Q4 2025 Jan 29, 2026
VestGen Advisors, LLC History New 12,161 2,543 0.11% — 281 +12,161 New Q4 2025 Feb 17, 2026
Five Pine Wealth Management History Added to 12,148 2,540 1.63% 1.71% 282 +58 0.48% Q4 2025 Jan 21, 2026
Hills Bank & Trust Co History Reduced 11,948 2,498 0.15% 0.15% 283 -150 -1.24% Q4 2025 Feb 05, 2026
Flagship Private Wealth, LLC History Reduced 11,860 2,480 0.97% 1.03% 284 -402 -3.28% Q4 2025 Feb 04, 2026
Western Wealth Management, LLC History Added to 11,636 2,433 0.11% 0.02% 285 +9,956 592.62% Q4 2025 Feb 05, 2026
LM Advisors LLC History Reduced 500 2,389 0.04% 0.07% 286 -1,889 -79.07% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Added to 11,378 2,379 0.14% 0.1% 287 +139 1.24% Q4 2025 Jan 30, 2026
QUADRANT CAPITAL GROUP LLC History No change 11,356 2,374 0.07% 0.08% 288 0 0.0% Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History New 11,244 2,351 0.0% — 289 +11,244 New Q4 2025 Feb 13, 2026
Fee-Only Financial Planning, L.C. History No change 11,194 2,340 1.36% 1.37% 290 0 0.0% Q4 2025 Jan 26, 2026
Apollon Financial, LLC History Reduced 11,135 2,328 0.34% 0.55% 291 -4,637 -29.4% Q4 2025 Jan 22, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 11,012 2,302 0.62% 0.69% 292 -97 -0.87% Q4 2025 Feb 09, 2026
UMB Bank, n.a. History Added to 10,991 2,298 0.03% 0.02% 293 +4,424 67.37% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 10,954 2,290 0.01% 0.01% 294 +1,299 13.45% Q4 2025 Jan 29, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 10,910 2,281 0.03% 0.03% 295 0 0.0% Q4 2025 Feb 12, 2026
May Hill Capital, LLC History Added to 10,735 2,244 0.29% 0.34% 296 +5,151 92.25% Q4 2025 Feb 05, 2026
Zhang Financial LLC History Added to 10,338 2,161 0.08% 0.09% 297 +187 1.84% Q4 2025 Feb 10, 2026
Oak Root LLC History Reduced 10,245 2,142 0.26% 0.28% 298 -1,467 -12.53% Q4 2025 Jan 16, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 10,031 2,097 0.67% 0.69% 299 -5 -0.05% Q4 2025 Feb 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 9,985 2,088 0.01% 0.01% 300 +1,401 16.32% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Reduced 9,963 2,083 0.0% 0.0% 301 -1,468 -12.84% Q4 2025 Feb 12, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 9,904 2,071 0.17% 0.18% 302 +164 1.68% Q4 2025 Jan 27, 2026
TFC Financial Management, Inc. History No change 9,903 2,070 0.26% 0.27% 303 0 0.0% Q4 2025 Jan 23, 2026
Tidal Investments LLC History Added to 9,873 2,064 0.0% 0.0% 304 +290 3.03% Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 9,847 2,059 0.1% 0.1% 305 -1,775 -15.27% Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,777 2,044 0.01% 0.01% 306 0 0.0% Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 9,749 2,038 0.0% 0.01% 307 -533 -5.18% Q4 2025 Feb 11, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 9,713 2,031 0.13% 0.13% 308 0 0.0% Q4 2025 Jan 26, 2026
Equitable Holdings, Inc. History Reduced 9,666 2,021 0.01% 0.02% 309 -175 -1.78% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 9,668 2,021 0.1% 0.12% 310 +123 1.29% Q4 2025 Feb 10, 2026
TFB Advisors LLC History Reduced 9,638 2,015 0.56% 0.62% 311 -356 -3.56% Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 9,548 1,996 0.01% 0.0% 312 +4,499 89.11% Q4 2025 Feb 13, 2026
Bestgate Wealth Advisors, LLC History Added to 9,422 1,970 3.46% 3.47% 313 +22 0.23% Q4 2025 Jan 16, 2026
Briggs Wealth Management, Inc History New 9,380 1,961 2.11% — 314 +9,380 New Q4 2025 Feb 19, 2026
HB Wealth Management, LLC History Added to 9,252 1,934 0.01% 0.01% 315 +482 5.5% Q4 2025 Jan 28, 2026
Facet Wealth, Inc. History Added to 8,797 1,921 0.03% 0.03% 316 +1,724 24.37% Q4 2025 Jan 29, 2026
Birchwood Financial Partners, Inc. History New 9,185 1,920 1.91% — 318 +9,185 New Q4 2025 Feb 19, 2026
Koshinski Asset Management, Inc. History Added to 9,185 1,920 0.12% 0.13% 317 +146 1.62% Q4 2025 Feb 03, 2026
KWB Wealth History Reduced 9,057 1,893 0.18% 0.2% 319 -137 -1.49% Q4 2025 Jan 12, 2026
Daybright Advisory Services, Inc. History New 8,966 1,875 0.5% — 320 +8,966 New Q4 2025 Feb 12, 2026
Tradition Wealth Management, LLC History Added to 8,946 1,870 0.13% 0.14% 321 +9 0.1% Q4 2025 Feb 11, 2026
Miller Capital Partners, Inc. History New 8,883 1,857 0.94% — 322 +8,883 New Q4 2025 Feb 17, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 8,824 1,845 0.27% 0.28% 323 -47 -0.53% Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Reduced 8,772 1,834 0.04% 0.05% 324 -879 -9.11% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Added to 8,750 1,829 0.08% 0.09% 325 +102 1.18% Q4 2025 Jan 28, 2026
Neuberger Berman Group LLC History No change 8,671 1,813 0.0% 0.0% 326 0 0.0% Q4 2025 Feb 13, 2026
Calder Financial LLC History New 8,668 1,812 1.78% — 327 +8,668 New Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 8,558 1,789 0.06% 0.06% 328 +49 0.58% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 8,394 1,755 0.13% 0.14% 329 +22 0.26% Q4 2025 Jan 07, 2026
Cypress Capital Group History No change 8,320 1,739 0.19% 0.21% 330 0 0.0% Q4 2025 Feb 11, 2026
Sellwood Investment Partners LLC History Added to 8,295 1,734 0.68% 0.58% 331 +1,341 19.28% Q4 2025 Jan 26, 2026
Fifth Third Wealth Advisors LLC History Added to 8,186 1,711 0.06% 0.06% 332 +25 0.31% Q4 2025 Jan 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 8,166 1,707 0.01% 0.01% 333 -152 -1.83% Q4 2025 Jan 30, 2026
RFG Advisory, LLC History Added to 8,068 1,687 0.03% 0.03% 334 +594 7.95% Q4 2025 Feb 03, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 7,955 1,663 0.11% 0.11% 335 +15 0.19% Q4 2025 Jan 23, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 7,849 1,643 0.22% 0.23% 336 -150 -1.88% Q4 2025 Jan 21, 2026
Summit Trail Advisors, LLC History No change 7,800 1,631 0.03% 0.02% 337 0 0.0% Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 7,790 1,629 0.19% 0.15% 339 +3,523 82.56% Q4 2025 Feb 13, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 7,792 1,629 0.82% 0.92% 338 0 0.0% Q4 2025 Jan 23, 2026
GFS Advisors, LLC History No change 7,622 1,593 0.19% 0.2% 340 0 0.0% Q4 2025 Feb 11, 2026
PINNACLE ASSOCIATES LTD History No change 7,550 1,578 0.02% 0.02% 341 0 0.0% Q4 2025 Feb 05, 2026
BostonPremier Wealth LLC History Reduced 7,539 1,576 0.81% 0.8% 342 -129 -1.68% Q4 2025 Jan 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 7,500 1,568 0.11% 0.12% 343 0 0.0% Q4 2025 Feb 02, 2026
Selective Wealth Management, Inc. History Reduced 7,060 1,562 0.49% 0.48% 344 -88 -1.23% Q4 2025 Jan 16, 2026
Center For Asset Management LLC History Added to 7,448 1,557 0.81% 0.77% 345 +521 7.52% Q4 2025 Jan 21, 2026
Atria Investments, Inc History Added to 7,401 1,547 0.02% 0.02% 346 +468 6.75% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Added to 7,379 1,543 0.04% 0.02% 347 +3,241 78.32% Q4 2025 Feb 06, 2026
Successful Portfolios LLC History Added to 7,046 1,541 0.79% 0.8% 348 +497 7.59% Q4 2025 Jan 23, 2026
Grant Street Asset Management, Inc. History Added to 7,362 1,539 0.31% 0.32% 349 +100 1.38% Q4 2025 Jan 28, 2026
GSG Advisors LLC History Added to 7,348 1,536 0.4% 0.41% 350 +20 0.27% Q4 2025 Jan 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 7,335 1,534 0.02% 0.02% 351 +6 0.08% Q4 2025 Feb 09, 2026
Legacy Wealth Partners, LLC History New 7,279 1,522 0.39% — 352 +7,279 New Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 7,240 1,514 0.02% 0.01% 353 +2,905 67.01% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 7,212 1,508 0.0% — 354 +7,212 New Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 7,107 1,486 0.01% — 355 +7,107 New Q4 2025 Jan 27, 2026
CGN Advisors LLC History Added to 7,110 1,486 0.12% 0.1% 356 +1,063 17.58% Q4 2025 Jan 05, 2026
Ausdal Financial Partners, Inc. History Added to 7,024 1,468 0.07% 0.07% 357 +335 5.01% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 6,669 1,451 0.03% 0.03% 358 0 0.0% Q4 2025 Jan 26, 2026
NBC SECURITIES, INC. History Added to 6,932 1,449 0.11% 0.11% 359 +128 1.88% Q4 2025 Jan 29, 2026
Destiny Wealth Partners, LLC History No change 6,583 1,442 0.17% 0.17% 360 0 0.0% Q4 2025 Feb 03, 2026
Pinnacle Financial Partners, Inc. History New 6,814 1,425 0.01% — 361 +6,814 New Q4 2025 Feb 18, 2026
Opus Financial Solutions LLC History New 6,804 1,422 1.34% — 362 +6,804 New Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,787 1,419 0.07% 0.07% 363 -60 -0.88% Q4 2025 Feb 17, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 6,785 1,418 0.13% 0.15% 364 -94 -1.37% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History Added to 6,714 1,404 0.02% 0.02% 365 +612 10.03% Q4 2025 Feb 06, 2026
Bull Street Advisors, LLC History Added to 6,680 1,397 0.65% 0.64% 366 +130 1.98% Q4 2025 Jan 28, 2026
Global Strategic Investment Solutions, LLC History Added to 6,647 1,389 0.14% 0.14% 367 +12 0.18% Q4 2025 Jan 29, 2026
Yoffe Investment Management, LLC History No change 6,633 1,387 1.77% 1.81% 368 0 0.0% Q4 2025 Jan 26, 2026
Ridge Creek Global, Inc History New 6,460 1,350 1.13% — 369 +6,460 New Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History No change 6,429 1,344 0.18% 0.18% 370 0 0.0% Q4 2025 Jan 12, 2026
Burton Enright Welch History Reduced 6,360 1,330 0.19% 0.2% 371 -4 -0.06% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Reduced 6,351 1,328 0.05% 0.05% 372 -197 -3.01% Q4 2025 Jan 20, 2026
Cascade Financial Partners, LLC History Reduced 6,303 1,318 0.13% 0.15% 373 -31 -0.49% Q4 2025 Feb 06, 2026
FIDUCIARY TRUST CO History No change 6,263 1,309 0.01% 0.01% 374 0 0.0% Q4 2025 Feb 13, 2026
PARK NATIONAL CORP /OH/ History No change 6,259 1,308 0.04% 0.04% 375 0 0.0% Q4 2025 Jan 05, 2026
NewEdge Wealth, LLC History Added to 6,237 1,304 0.01% 0.02% 376 +465 8.06% Q4 2025 Feb 03, 2026
Apella Capital, LLC History Added to 6,220 1,300 0.03% 0.03% 377 +386 6.62% Q4 2025 Jan 21, 2026
Blue Chip Partners, LLC History Added to 6,189 1,294 0.09% 0.1% 378 +72 1.18% Q4 2025 Feb 18, 2026
SAGE RHINO CAPITAL LLC History No change 6,157 1,287 0.24% 0.25% 379 0 0.0% Q4 2025 Jan 30, 2026
FF Advisors,LLC History No change 6,150 1,286 0.57% 0.62% 380 0 0.0% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Reduced 6,158 1,277 0.04% 0.04% 381 -418 -6.36% Q4 2025 Jan 30, 2026
Wealth Advisory Solutions, LLC History Added to 6,076 1,270 0.3% 0.31% 382 +25 0.41% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 6,059 1,266 0.02% 0.02% 383 +953 18.66% Q4 2025 Feb 12, 2026
Stokes Family Office, LLC History No change 6,000 1,254 0.11% 0.12% 384 0 0.0% Q4 2025 Feb 18, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 5,965 1,247 0.54% 0.6% 385 -221 -3.57% Q4 2025 Jan 29, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 5,935 1,241 0.15% 0.18% 386 -601 -9.2% Q4 2025 Jan 07, 2026
Excelsior Advisor Network LLC History New 5,915 1,236 0.6% — 387 +5,915 New Q4 2025 Feb 13, 2026
GuidedMoney, LLC History New 5,898 1,233 0.66% — 388 +5,898 New Q4 2025 Feb 23, 2026
CHOREO, LLC History Reduced 5,802 1,225 0.02% 0.02% 389 -219 -3.64% Q4 2025 Jan 23, 2026
Worth Financial Advisory Group, LLC History Added to 5,827 1,218 0.59% 0.67% 390 +145 2.55% Q4 2025 Jan 16, 2026
Fire Capital Management LLC History No change 5,814 1,215 0.61% 0.7% 391 0 0.0% Q4 2025 Feb 03, 2026
NICOLET BANKSHARES INC History Added to 5,804 1,213 0.19% 0.12% 392 +2,109 57.08% Q4 2025 Feb 09, 2026
EVOKE WEALTH, LLC History Added to 5,745 1,201 0.02% 0.01% 393 +3,622 170.61% Q4 2025 Feb 06, 2026
WealthCollab, LLC History No change 5,710 1,194 0.49% 0.55% 394 0 0.0% Q4 2025 Jan 27, 2026
Centerpoint Advisors, LLC History Reduced 5,671 1,186 0.36% 0.38% 395 -130 -2.24% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 5,665 1,184 0.0% 0.0% 396 -100 -1.73% Q4 2025 Feb 12, 2026
McClarren Financial Advisors, Inc. History Reduced 3,930 1,182 0.71% 0.73% 397 -1,176 -23.03% Q4 2025 Jan 13, 2026
TruWealth Advisors, LLC History Reduced 5,651 1,181 0.06% 0.06% 398 -211 -3.6% Q4 2025 Jan 07, 2026
Wealthcare Advisory Partners LLC History Reduced 5,587 1,168 0.02% 0.03% 399 -198 -3.42% Q4 2025 Jan 14, 2026
AE Wealth Management LLC History Added to 5,425 1,134 0.01% 0.01% 400 +123 2.32% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History New 5,409 1,131 0.02% — 401 +5,409 New Q4 2025 Feb 11, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 5,384 1,125 0.07% 0.08% 402 -75 -1.37% Q4 2025 Jan 21, 2026
EverSource Wealth Advisors, LLC History Reduced 5,365 1,121 0.04% 0.05% 403 -638 -10.63% Q4 2025 Feb 06, 2026
Prospera Financial Services Inc History Reduced 5,268 1,101 0.02% 0.02% 404 -54 -1.01% Q4 2025 Feb 09, 2026
Kovack Advisors, Inc. History Added to 5,198 1,087 0.05% 0.08% 405 +1,057 25.53% Q4 2025 Feb 17, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 5,201 1,087 0.23% 0.24% 406 +54 1.05% Q4 2025 Jan 07, 2026
DGS Capital Management, LLC History Reduced 5,185 1,084 0.19% 0.2% 407 -11 -0.21% Q4 2025 Feb 24, 2026
Advisory Services Network, LLC History Reduced 5,060 1,058 0.01% 0.02% 408 -387 -7.1% Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Added to 5,057 1,057 0.02% 0.01% 409 +1,388 37.83% Q4 2025 Jan 13, 2026
Advance Capital Management, Inc. History Added to 5,034 1,052 0.04% 0.05% 410 +33 0.66% Q4 2025 Jan 06, 2026
Coastal Bridge Advisors, LLC History Added to 5,011 1,047 0.08% 0.08% 411 +32 0.64% Q4 2025 Feb 18, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 5,000 1,045 0.0% 0.0% 412 -5,400 -51.92% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Added to 4,977 1,040 0.0% 0.0% 413 +583 13.27% Q4 2025 Feb 17, 2026
FULTON BANK, N.A. History Added to 4,972 1,039 0.04% 0.03% 414 +367 7.97% Q4 2025 Jan 08, 2026
SCS Capital Management LLC History Reduced 4,940 1,033 0.01% 0.01% 415 -1,059 -17.65% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 4,931 1,031 0.03% 0.03% 416 0 0.0% Q4 2025 Feb 09, 2026
WAYSTONE ADVISORS LLC History New 4,900 1,024 0.88% — 417 +4,900 New Q4 2025 Feb 09, 2026
F/m Investments LLC History No change 4,891 1,022 0.04% 0.04% 418 0 0.0% Q4 2025 Feb 03, 2026
StoneX Group Inc. History Added to 4,877 1,021 0.04% 0.04% 419 +3 0.06% Q4 2025 Feb 12, 2026
GOLDEN ROAD ADVISORS LLC History Reduced 4,861 1,016 0.58% 0.6% 420 -129 -2.59% Q4 2025 Feb 02, 2026
Meridian Wealth Management, LLC History Reduced 4,806 1,004 0.04% 0.04% 421 -6 -0.12% Q4 2025 Feb 04, 2026
First Growth Capital LLC History New 4,590 1,001 0.89% — 422 +4,590 New Q4 2025 Feb 19, 2026
Tanager Wealth Management LLP History Added to 4,736 990 0.1% 0.1% 423 +73 1.57% Q4 2025 Jan 26, 2026
IEQ CAPITAL, LLC History Reduced 4,729 988 0.0% 0.01% 424 -6,153 -56.54% Q4 2025 Feb 13, 2026
Red Mountain Financial, LLC History Reduced 4,723 987 0.97% 1.04% 425 -151 -3.1% Q4 2025 Jan 26, 2026
MCF Advisors LLC History Added to 4,694 981 0.05% 0.02% 426 +2,787 146.15% Q4 2025 Feb 11, 2026
Integrated Wealth Concepts LLC History Reduced 4,696 981 0.01% 0.01% 427 -854 -15.39% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Reduced 4,671 977 0.04% 0.05% 428 -326 -6.52% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Reduced 4,451 968 0.01% 0.01% 429 -63 -1.4% Q4 2025 Jan 26, 2026
49 WEALTH MANAGEMENT, LLC History New 4,589 959 0.08% — 430 +4,589 New Q4 2025 Feb 04, 2026
CRUX WEALTH ADVISORS History Reduced 4,579 957 0.36% 0.68% 431 -3,658 -44.41% Q4 2025 Jan 21, 2026
Caprock Group, LLC History Added to 4,511 943 0.02% 0.02% 432 +8 0.18% Q4 2025 Jan 28, 2026
Sage Mountain Advisors LLC History No change 4,450 930 0.05% 0.05% 433 0 0.0% Q4 2025 Jan 23, 2026
Stephens Consulting, LLC History No change 4,423 925 0.3% 0.32% 434 0 0.0% Q4 2025 Jan 13, 2026
Belvedere Trading LLC History Reduced 4,400 920 0.0% 0.0% 435 -2,400 -35.29% Q4 2025 Feb 10, 2026
Victrix Investment Advisors History New 4,397 919 0.36% — 436 +4,397 New Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 4,340 916 0.06% 0.06% 438 +204 4.93% Q4 2025 Jan 15, 2026
WASHINGTON TRUST BANK History No change 4,383 916 0.06% 0.07% 437 0 0.0% Q4 2025 Feb 04, 2026
Bank of Marin History Reduced 4,375 914 0.63% 0.66% 439 -66 -1.49% Q4 2025 Feb 17, 2026
Aries Wealth Management History No change 4,369 913 0.2% 0.22% 440 0 0.0% Q4 2025 Jan 30, 2026
Advisors Capital Management, LLC History Reduced 4,359 911 0.01% 0.01% 441 -5 -0.11% Q4 2025 Jan 29, 2026
NICOLET ADVISORY SERVICES, LLC History New 4,134 906 0.06% — 442 +4,134 New Q4 2025 Feb 13, 2026
Flaharty Asset Management, LLC History Added to 4,318 902 0.11% 0.09% 443 +797 22.64% Q4 2025 Feb 06, 2026
Stablepoint Partners, LLC History Reduced 4,297 898 0.14% 0.16% 444 -372 -7.97% Q4 2025 Jan 13, 2026
Joel Isaacson & Co., LLC History Added to 4,272 893 0.03% 0.03% 445 +1 0.02% Q4 2025 Jan 30, 2026
Secure Asset Management, LLC History Added to 4,261 891 0.14% 0.15% 446 +1 0.02% Q4 2025 Jan 20, 2026
Brookstone Capital Management History Reduced 4,244 887 0.01% 0.01% 447 -1,002 -19.1% Q4 2025 Jan 15, 2026
SC&H Financial Advisors, Inc. History Added to 4,237 886 0.14% 0.13% 448 +284 7.18% Q4 2025 Jan 21, 2026
Focus Financial Network, Inc. History Added to 4,236 885 0.03% 0.03% 449 +1 0.02% Q4 2025 Jan 12, 2026
SouthState Bank Corp History Reduced 4,218 882 0.04% 0.04% 450 -340 -7.46% Q4 2025 Feb 11, 2026
CVFG LLC History Reduced 4,206 879 0.6% 0.64% 452 -6 -0.14% Q4 2025 Feb 06, 2026
Crewe Advisors LLC History No change 4,207 879 0.08% 0.08% 451 0 0.0% Q4 2025 Jan 16, 2026
WESPAC Advisors, LLC History Added to 4,201 878 0.48% 0.29% 453 +1,798 74.82% Q4 2025 Jan 14, 2026
HUB Investment Partners, LLC History Added to 4,147 867 0.02% 0.03% 454 +2 0.05% Q4 2025 Feb 17, 2026
Perennial Advisors, LLC History Added to 4,116 860 0.14% 0.14% 455 +222 5.7% Q4 2025 Jan 12, 2026
BURLING WEALTH PARTNERS, LLC History Added to 4,110 859 0.13% 0.14% 456 +30 0.74% Q4 2025 Feb 06, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 4,107 858 0.16% 0.17% 457 -193 -4.49% Q4 2025 Jan 14, 2026
Fiduciary Wealth Partners, LLC History Added to 4,092 855 0.35% 0.36% 458 +12 0.29% Q4 2025 Jan 28, 2026
Syverson Strege & Co History No change 4,079 853 0.2% 0.2% 459 0 0.0% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History Added to 4,064 849 0.0% 0.0% 460 +170 4.37% Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Added to 4,051 847 0.06% 0.07% 461 +2 0.05% Q4 2025 Jan 21, 2026
Curbstone Financial Management Corp History Reduced 4,020 840 0.16% 0.48% 462 -7,850 -66.13% Q4 2025 Jan 23, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 4,017 840 0.06% 0.05% 463 +748 22.88% Q4 2025 Feb 03, 2026
Greenspring Advisors, LLC History New 4,008 838 0.05% — 464 +4,008 New Q4 2025 Feb 10, 2026
Westfuller Advisors, LLC History Reduced 4,001 836 0.34% 0.43% 465 -472 -10.55% Q4 2025 Jan 21, 2026
Canandaigua National Trust Co of Florida History New 3,997 835 0.52% — 466 +3,997 New Q4 2025 Jan 30, 2026
Traveka Wealth, LLC History Added to 3,987 833 0.34% 0.33% 467 +452 12.79% Q4 2025 Jan 08, 2026
OPAL CAPITAL LLC History New 3,764 826 0.21% — 468 +3,764 New Q4 2025 Feb 17, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 3,919 819 0.6% 0.61% 470 -82 -2.05% Q4 2025 Feb 12, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 3,917 819 0.2% 0.21% 469 +6 0.15% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Reduced 3,889 813 0.01% 0.01% 471 -413 -9.6% Q4 2025 Feb 05, 2026
Capital Advisors Wealth Management, LLC History Added to 3,850 805 0.11% 0.09% 472 +903 30.64% Q4 2025 Jan 21, 2026
Tradewinds, LLC. History Added to 3,818 798 0.19% 0.18% 473 +197 5.44% Q4 2025 Feb 13, 2026
Stratos Investment Management, LLC History Added to 3,784 791 0.03% 0.02% 474 +1,162 44.32% Q4 2025 Jan 20, 2026
First Heartland Consultants, Inc. History Added to 3,772 788 0.06% 0.06% 475 +293 8.42% Q4 2025 Jan 09, 2026
Caldwell Trust Co History Added to 3,768 787 0.07% 0.01% 476 +3,307 717.35% Q4 2025 Jan 30, 2026
Beaumont Financial Advisors, LLC History Reduced 3,749 783 0.05% 0.05% 477 -22 -0.58% Q4 2025 Jan 16, 2026
Bluesphere Advisors LLC History Added to 3,733 780 0.34% 0.36% 478 +11 0.3% Q4 2025 Jan 21, 2026
Holos Integrated Wealth LLC History Reduced 3,678 778 0.43% 0.45% 479 -100 -2.65% Q4 2025 Jan 05, 2026
BCR Wealth Strategies, LLC History Reduced 3,719 777 0.26% 0.29% 480 -216 -5.49% Q4 2025 Jan 23, 2026
EASTERN BANK History Added to 3,709 775 0.01% 0.01% 481 +650 21.25% Q4 2025 Jan 14, 2026
WEDBUSH SECURITIES INC History Added to 3,701 774 0.02% 0.02% 482 +137 3.84% Q4 2025 Feb 12, 2026
ORG Partners LLC History No change 3,702 774 0.14% 0.14% 483 0 0.0% Q4 2025 Jan 14, 2026
ASPIRIANT, LLC History Reduced 3,680 769 0.02% 0.04% 484 -2,113 -36.48% Q4 2025 Jan 20, 2026
Midwest Trust Co History Added to 3,664 766 0.01% 0.01% 485 +1,392 61.27% Q4 2025 Feb 04, 2026
BridgePort Financial Solutions, LLC History Reduced 3,605 753 0.2% 0.35% 487 -2,656 -42.42% Q4 2025 Jan 16, 2026
Sunflower Bank, N.A. History No change 3,605 753 0.19% 0.18% 486 0 0.0% Q4 2025 Jan 09, 2026
Colter Lewis Investment Partners LLC History New 3,584 749 0.87% — 489 +3,584 New Q4 2025 Feb 17, 2026
Sage Capital Advisors,llc History Added to 3,585 749 0.18% 0.17% 488 +220 6.54% Q4 2025 Jan 06, 2026
Inscription Capital, LLC History Added to 3,562 744 0.08% 0.08% 491 +25 0.71% Q4 2025 Jan 29, 2026
Bouchey Financial Group Ltd History No change 3,561 744 0.06% 0.06% 490 0 0.0% Q4 2025 Jan 16, 2026
Callan Family Office, LLC History New 3,535 739 0.02% — 492 +3,535 New Q4 2025 Feb 12, 2026
LPWM LLC History Added to 3,521 736 0.19% 0.2% 493 +28 0.8% Q4 2025 Jan 06, 2026
Archer Investment Corp History Reduced 3,501 732 0.17% 0.21% 494 -1,009 -22.37% Q4 2025 Jan 30, 2026
LONDON CO OF VIRGINIA History Added to 3,494 730 0.0% 0.0% 495 +2,942 532.97% Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Reduced 3,448 721 0.04% 0.04% 496 -70 -1.99% Q4 2025 Jan 12, 2026
Petix & Botte Co History No change 3,430 717 0.16% 0.17% 497 0 0.0% Q4 2025 Feb 05, 2026
Forum Financial Management, LP History No change 3,430 717 0.01% 0.01% 498 0 0.0% Q4 2025 Jan 27, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 3,415 714 0.01% 0.01% 499 +140 4.27% Q4 2025 Feb 13, 2026
Creekside Partners History Added to 3,407 712 0.3% 0.31% 500 +10 0.29% Q4 2025 Feb 13, 2026
RPG Investment Advisory, LLC History Added to 3,396 710 0.08% 0.08% 501 +125 3.82% Q4 2025 Jan 20, 2026
Synergy Investment Management, LLC History Reduced 3,369 704 0.25% 0.28% 502 -76 -2.21% Q4 2025 Feb 06, 2026
Texas Yale Capital Corp. History No change 3,365 703 0.02% 0.02% 503 0 0.0% Q4 2025 Feb 10, 2026
PUREfi Wealth, LLC History No change 3,359 702 0.54% 0.54% 504 0 0.0% Q4 2025 Jan 12, 2026
Mathes Company, Inc. History Reduced 3,350 701 0.25% 0.45% 505 -2,600 -43.7% Q4 2025 Feb 09, 2026
Wealth Architects, LLC History Reduced 3,291 688 0.06% 0.07% 506 -330 -9.11% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 3,270 683 0.02% 0.02% 507 -48 -1.45% Q4 2025 Feb 04, 2026
Mason Investment Advisory Services, Inc. History Reduced 3,247 678 0.03% 0.03% 508 -42 -1.28% Q4 2025 Feb 12, 2026
Element Wealth, LLC History New 3,183 665 0.27% — 509 +3,183 New Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 3,174 663 0.01% 0.01% 510 -65 -2.01% Q4 2025 Jan 21, 2026
Prosperity Consulting Group, LLC History Reduced 3,134 655 0.03% 0.04% 511 -312 -9.05% Q4 2025 Feb 17, 2026
Odyssey Capital Advisors, Inc. History New 3,132 654 0.58% — 512 +3,132 New Q4 2025 Feb 05, 2026
Clarity Capital Advisors, LLC History Added to 3,111 650 0.32% 0.35% 513 +5 0.16% Q4 2025 Feb 11, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 3,085 645 0.22% 0.25% 514 +106 3.56% Q4 2025 Jan 08, 2026
Financial Harvest, LLC History No change 3,086 645 0.4% 0.44% 515 0 0.0% Q4 2025 Feb 10, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,062 640 0.02% 0.02% 516 0 0.0% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Added to 3,045 636 0.01% 0.01% 517 +91 3.08% Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,028 633 0.01% 0.01% 518 0 0.0% Q4 2025 Jan 16, 2026
Sequoia Financial Advisors, LLC History Reduced 3,022 631 0.0% 0.0% 519 -3 -0.1% Q4 2025 Feb 03, 2026
SAPIENT CAPITAL LLC History No change 2,986 630 0.01% 0.01% 520 0 0.0% Q4 2025 Feb 05, 2026
Venture Visionary Partners LLC History Reduced 3,008 629 0.02% 0.02% 521 -116 -3.71% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 3,003 628 0.03% 0.03% 522 +6 0.2% Q4 2025 Jan 21, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 3,000 627 0.1% 0.1% 523 0 0.0% Q4 2025 Jan 28, 2026
ARS Investment Partners, LLC History No change 2,975 622 0.04% 0.04% 524 0 0.0% Q4 2025 Feb 05, 2026
King Wealth Management Group History Added to 2,964 620 0.07% 0.08% 525 +7 0.24% Q4 2025 Feb 09, 2026
Perigon Wealth Management, LLC History Added to 2,957 618 0.01% 0.01% 526 +374 14.48% Q4 2025 Jan 16, 2026
Taylor & Morgan Wealth Management, LLC History New 2,953 617 0.35% — 527 +2,953 New Q4 2025 Jan 16, 2026
Global Retirement Partners, LLC History Added to 2,923 611 0.01% 0.01% 528 +527 21.99% Q4 2025 Feb 06, 2026
Narwhal Capital Management History Reduced 2,917 610 0.04% 0.05% 529 -63 -2.11% Q4 2025 Jan 30, 2026
Montecito Bank & Trust History No change 2,900 606 0.1% 0.09% 530 0 0.0% Q4 2025 Jan 09, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 2,885 603 0.18% 0.19% 531 +8 0.28% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 2,864 599 0.01% 0.0% 532 +1,041 57.1% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History No change 2,838 593 0.05% 0.05% 533 0 0.0% Q4 2025 Jan 26, 2026
Busey Bank History New 2,835 592 0.02% — 534 +2,835 New Q4 2025 Jan 27, 2026
Bogart Wealth, LLC History Reduced 2,834 592 0.02% 0.03% 535 -432 -13.23% Q4 2025 Jan 30, 2026
Magnolia Private Wealth, LLC History No change 2,812 588 0.41% 0.43% 536 0 0.0% Q4 2025 Feb 06, 2026
LongView Wealth Management History Added to 2,670 585 0.14% 0.14% 537 +158 6.29% Q4 2025 Jan 13, 2026
FIDUCIENT ADVISORS LLC History New 2,782 581 0.07% — 538 +2,782 New Q4 2025 Feb 10, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 2,770 579 0.03% 0.03% 539 0 0.0% Q4 2025 Feb 03, 2026
Koenig Investment Advisory, LLC History New 2,634 577 0.47% — 540 +2,634 New Q4 2025 Mar 03, 2026
Wescott Financial Advisory Group, LLC History No change 2,746 574 0.05% 0.05% 541 0 0.0% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 2,740 573 0.01% 0.01% 542 +306 12.57% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 2,727 570 0.01% 0.01% 543 0 0.0% Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Reduced 2,712 567 0.05% 0.05% 544 -237 -8.04% Q4 2025 Feb 06, 2026
Accurate Wealth Management, LLC History Reduced 2,590 566 0.07% 0.07% 545 -27 -1.03% Q4 2025 Jan 14, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 2,635 551 0.06% 0.06% 546 -68 -2.52% Q4 2025 Jan 22, 2026
Ballast, Inc. History No change 2,625 548 0.13% 0.13% 547 0 0.0% Q4 2025 Feb 03, 2026
Russell Investments Group, Ltd. History Reduced 2,608 545 0.0% 0.0% 548 -291 -10.04% Q4 2025 Feb 17, 2026
Meridian Wealth Partners, LLC History No change 2,608 545 0.08% 0.08% 549 0 0.0% Q4 2025 Feb 13, 2026
17 CAPITAL PARTNERS, LLC History Added to 2,604 544 0.28% 0.29% 550 +72 2.84% Q4 2025 Feb 13, 2026
Drucker Wealth 3.0, LLC History Added to 2,597 543 0.1% 0.09% 551 +136 5.53% Q4 2025 Feb 03, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 2,594 542 0.1% 0.11% 552 +57 2.25% Q4 2025 Jan 14, 2026
Newton One Investments LLC History Reduced 2,572 537 0.16% 0.16% 553 -18 -0.69% Q4 2025 Jan 23, 2026
Alpha Omega Wealth Management LLC History No change 2,543 531 0.09% 0.09% 554 0 0.0% Q4 2025 Jan 22, 2026
FIRST MERCHANTS CORP History Added to 2,479 518 0.02% 0.02% 555 +76 3.16% Q4 2025 Jan 12, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 2,452 512 0.48% 0.43% 556 +261 11.91% Q4 2025 Jan 27, 2026
L. Roy Papp & Associates, LLP History Reduced 2,447 511 0.06% 0.07% 557 -329 -11.85% Q4 2025 Jan 28, 2026
M3 Advisory Group, LLC History Reduced 2,443 510 0.31% 0.33% 558 -75 -2.98% Q4 2025 Jan 16, 2026
Essex Financial Services, Inc. History Reduced 2,427 507 0.03% 0.03% 559 -24 -0.98% Q4 2025 Feb 10, 2026
TRUEFG, LLC History Added to 2,406 503 0.13% 0.14% 561 +57 2.43% Q4 2025 Jan 21, 2026
BSW Wealth Partners History No change 2,410 503 0.06% 0.06% 560 0 0.0% Q4 2025 Jan 23, 2026
Mesirow Financial Investment Management, Inc. History Added to 2,402 502 0.01% 0.01% 562 +31 1.31% Q4 2025 Feb 05, 2026
Redwood Investment Management, LLC History Reduced 2,388 499 0.06% 0.06% 563 -206 -7.94% Q4 2025 Feb 17, 2026
Boston Partners History New 2,381 497 0.0% — 564 +2,381 New Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Added to 2,380 497 0.03% 0.02% 565 +785 49.22% Q4 2025 Jan 20, 2026
Eagle Strategies LLC History Reduced 2,355 492 0.06% 0.07% 566 -50 -2.08% Q4 2025 Jan 23, 2026
Rossby Financial, LCC History Added to 2,350 491 0.15% 0.08% 567 +1,175 100.0% Q4 2025 Feb 12, 2026
Eaton Financial Holdings Company, LLC History Added to 2,319 485 0.13% 0.14% 568 +7 0.3% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Added to 2,319 484 0.02% 0.01% 569 +853 58.19% Q4 2025 Jan 21, 2026
Veridan Wealth LLC History Added to 2,309 482 0.16% 0.17% 571 +7 0.3% Q4 2025 Feb 13, 2026
Crescent Grove Advisors, LLC History No change 2,308 482 0.04% 0.05% 570 0 0.0% Q4 2025 Feb 11, 2026
Michels Family Financial, LLC History Added to 2,279 476 0.35% 0.37% 572 +7 0.31% Q4 2025 Feb 19, 2026
Sandbox Financial Partners, LLC History Added to 2,276 475 0.13% 0.14% 573 +8 0.35% Q4 2025 Jan 07, 2026
Obermeyer Wealth Partners History Added to 2,268 474 0.02% 0.01% 574 +1,076 90.27% Q4 2025 Jan 29, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,271 474 0.05% 0.05% 575 0 0.0% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History No change 2,270 474 0.01% 0.01% 576 0 0.0% Q4 2025 Jan 29, 2026
COMMERCE BANK History Added to 2,250 470 0.0% 0.0% 577 +14 0.63% Q4 2025 Feb 13, 2026
Olistico Wealth, LLC History Reduced 2,238 468 0.23% 0.25% 578 -61 -2.65% Q4 2025 Jan 13, 2026
Rathbones Group PLC History Reduced 2,232 466 0.0% 0.0% 579 -200 -8.22% Q4 2025 Feb 06, 2026
Strathmore Capital Advisors, Inc. History New 2,225 465 0.15% — 581 +2,225 New Q4 2025 Feb 13, 2026
Manhattan West Asset Management, LLC History Reduced 2,226 465 0.1% 0.12% 580 -433 -16.28% Q4 2025 Feb 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 2,224 465 0.01% 0.01% 582 +15 0.68% Q4 2025 Jan 07, 2026
Chesley Taft & Associates LLC History Added to 2,218 463 0.02% 0.02% 583 +93 4.38% Q4 2025 Jan 14, 2026
Moors & Cabot, Inc. History Reduced 2,203 460 0.02% 0.02% 585 -34 -1.52% Q4 2025 Feb 10, 2026
AMG National Trust Bank History No change 2,201 460 0.01% 0.01% 584 0 0.0% Q4 2025 Jan 30, 2026
Smartleaf Asset Management LLC History Reduced 2,169 458 0.02% 0.03% 586 -259 -10.67% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Added to 2,153 450 0.01% 0.01% 587 +119 5.85% Q4 2025 Feb 02, 2026
First County Bank /CT/ History No change 2,154 450 0.24% 0.23% 588 0 0.0% Q4 2025 Jan 14, 2026
Parallel Advisors, LLC History Added to 2,139 447 0.01% 0.01% 589 +89 4.34% Q4 2025 Feb 11, 2026
Next Level Private LLC History Added to 2,125 444 0.12% 0.13% 590 +6 0.28% Q4 2025 Jan 07, 2026
HANOVER ADVISORS INC History No change 2,123 443 0.17% 0.17% 591 0 0.0% Q4 2025 Feb 17, 2026
Hardworking Capital Advisors, LLC History New 2,115 442 0.4% — 592 +2,115 New Q4 2025 Feb 12, 2026
Legacy Edge Advisors, LLC History New 2,072 433 0.05% — 593 +2,072 New Q4 2025 Feb 02, 2026
Keystone Financial Group History Reduced 2,057 430 0.03% 0.04% 595 -709 -25.63% Q4 2025 Feb 06, 2026
FIRST MANHATTAN CO. LLC. History Added to 2,057 430 0.0% 0.0% 594 +10 0.49% Q4 2025 Feb 17, 2026
Baker Avenue Asset Management, LP History New 2,053 429 0.01% — 596 +2,053 New Q4 2025 Feb 10, 2026
Quad-Cities Investment Group, LLC History Added to 2,034 425 0.18% 0.17% 597 +115 5.99% Q4 2025 Jan 14, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 2,020 422 0.04% 0.05% 598 -102 -4.81% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 2,020 422 0.01% 0.01% 599 -93 -4.4% Q4 2025 Feb 19, 2026
SPINNAKER TRUST History No change 2,010 420 0.02% 0.02% 600 0 0.0% Q4 2025 Feb 10, 2026
Garde Capital, Inc. History No change 2,000 418 0.02% 0.02% 601 0 0.0% Q4 2025 Feb 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 1,999 418 0.06% 0.07% 602 0 0.0% Q4 2025 Jan 12, 2026
Nautilus Advisors LLC History No change 2,000 418 0.27% 0.28% 603 0 0.0% Q4 2025 Jan 22, 2026
Orgel Wealth Management, LLC History No change 1,993 416 0.01% 0.01% 604 0 0.0% Q4 2025 Jan 07, 2026
TRUST CO OF VERMONT History Reduced 1,975 413 0.02% 0.02% 605 -386 -16.35% Q4 2025 Jan 16, 2026
Austin Private Wealth, LLC History Reduced 1,962 410 0.03% 0.04% 607 -671 -25.48% Q4 2025 Jan 20, 2026
Truepoint, Inc. History No change 1,962 410 0.01% 0.01% 606 0 0.0% Q4 2025 Feb 11, 2026
London & Capital Asset Management Ltd History New 1,959 409 0.0% — 608 +1,959 New Q4 2025 Feb 17, 2026
KFA Private Wealth Group, LLC History No change 1,951 408 0.1% 0.12% 609 0 0.0% Q4 2025 Jan 07, 2026
SAXON INTERESTS, INC. History Reduced 1,948 407 0.14% 0.16% 611 -10 -0.51% Q4 2025 Feb 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,948 407 0.07% 0.07% 610 0 0.0% Q4 2025 Jan 26, 2026
SIGNATUREFD, LLC History No change 1,943 406 0.01% 0.01% 612 0 0.0% Q4 2025 Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 1,917 400 0.01% 0.01% 613 +31 1.64% Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History No change 1,900 397 0.03% 0.03% 614 0 0.0% Q4 2025 Feb 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,900 397 0.02% 0.02% 615 0 0.0% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 1,890 395 0.01% 0.02% 616 +147 8.43% Q4 2025 Feb 09, 2026
Schiavi & Co LLC History Added to 1,891 395 0.13% 0.13% 617 +2 0.11% Q4 2025 Feb 13, 2026
CRA Financial Services, LLC History New 1,886 394 0.05% — 618 +1,886 New Q4 2025 Jan 16, 2026
Ferguson Johnson Wealth Management Inc History New 1,886 394 0.33% — 619 +1,886 New Q4 2025 Feb 06, 2026
Cornerstone Planning Group LLC History Added to 1,790 390 0.06% 0.0% 620 +1,628 1004.94% Q4 2025 Feb 02, 2026
Worth Asset Management, LLC History Reduced 1,864 389 0.16% 0.28% 621 -1,135 -37.85% Q4 2025 Jan 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 1,858 388 0.05% 0.05% 622 -35 -1.85% Q4 2025 Jan 12, 2026
Cedar Mountain Advisors, LLC History No change 1,859 388 0.07% 0.08% 623 0 0.0% Q4 2025 Feb 11, 2026
NIXON PEABODY TRUST CO History No change 1,850 386 0.03% 0.03% 624 0 0.0% Q4 2025 Feb 06, 2026
M&T BANK CORP History Reduced 1,827 382 0.0% 0.0% 625 -357 -16.35% Q4 2025 Jan 30, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 1,755 382 0.09% 0.09% 626 +2 0.11% Q4 2025 Feb 04, 2026
Heritage Family Offices, LLP History No change 1,827 382 0.17% 0.18% 627 0 0.0% Q4 2025 Jan 12, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 1,804 377 0.02% 0.02% 628 +59 3.38% Q4 2025 Feb 13, 2026
Teamwork Financial Advisors, LLC History No change 1,800 376 0.04% 0.04% 629 0 0.0% Q4 2025 Jan 09, 2026
Rodgers & Associates, LTD History Added to 1,789 374 0.04% 0.04% 630 +66 3.83% Q4 2025 Jan 22, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 1,789 374 0.02% 0.02% 631 +13 0.73% Q4 2025 Jan 20, 2026
Badgley Phelps Wealth Managers, LLC History No change 1,775 371 0.01% 0.01% 632 0 0.0% Q4 2025 Jan 28, 2026
MKT Advisors LLC History No change 1,725 370 0.13% 0.13% 633 0 0.0% Q4 2025 Jan 08, 2026
Hershey Financial Advisers, LLC History Added to 1,769 369 0.31% 0.28% 634 +226 14.65% Q4 2025 Feb 18, 2026
Breakwater Capital Group History Added to 1,760 368 0.05% 0.05% 635 +59 3.47% Q4 2025 Jan 09, 2026
Bay Capital Advisors, LLC History No change 1,760 368 0.22% 0.24% 636 0 0.0% Q4 2025 Jan 16, 2026
Evercore Wealth Management, LLC History No change 1,755 367 0.01% 0.01% 637 0 0.0% Q4 2025 Feb 17, 2026
Milestone Investment Advisors LLC History No change 1,758 367 0.09% 0.09% 638 0 0.0% Q4 2025 Feb 11, 2026
Harpswell Capital Advisors, LLC History New 1,754 366 0.29% — 640 +1,754 New Q4 2025 Feb 11, 2026
Castle Rock Wealth Management, LLC History Added to 1,726 366 0.08% 0.08% 639 +3 0.17% Q4 2025 Feb 05, 2026
Walkner Condon Financial Advisors LLC History Reduced 1,747 365 0.05% 0.06% 641 -64 -3.53% Q4 2025 Jan 21, 2026
Downshift Financial, LLC History New 1,734 364 0.22% — 643 +1,734 New Q4 2025 Mar 11, 2026
Mayflower Financial Advisors, LLC History Added to 1,743 364 0.04% 0.04% 642 +30 1.75% Q4 2025 Jan 13, 2026
Savvy Advisors, Inc. History Added to 1,737 363 0.01% 0.02% 644 +31 1.82% Q4 2025 Jan 20, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 1,736 363 0.08% 0.12% 645 +2 0.12% Q4 2025 Feb 12, 2026
Accredited Investors Inc. History Reduced 1,730 361 0.02% 0.03% 646 -1,183 -40.61% Q4 2025 Feb 05, 2026
Laurel Wealth Advisors LLC History No change 1,725 360 0.05% 0.05% 647 0 0.0% Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History New 1,703 356 0.01% — 648 +1,703 New Q4 2025 Feb 03, 2026
MITCHELL SINKLER & STARR/PA History No change 1,700 355 0.16% 0.16% 649 0 0.0% Q4 2025 Feb 11, 2026
Cannell & Spears LLC History No change 1,700 355 0.01% 0.01% 650 0 0.0% Q4 2025 Feb 17, 2026
Merited Wealth, LLC History New 1,696 354 0.33% — 651 +1,696 New Q4 2025 Mar 26, 2026
Prospect Financial Group LLC History No change 1,692 353 0.33% 0.35% 652 0 0.0% Q4 2025 Feb 10, 2026
Enclave Advisors LLC History No change 1,687 352 0.05% 0.05% 653 0 0.0% Q4 2025 Jan 14, 2026
Bryant Woods Investment Advisors, LLC History No change 1,680 351 0.14% 0.14% 654 0 0.0% Q4 2025 Jan 23, 2026
71 West Capital Partners History New 1,673 349 0.02% — 655 +1,673 New Q4 2025 Feb 17, 2026
New Perspectives, Inc History Reduced 1,668 348 0.12% 0.16% 656 -13 -0.77% Q4 2025 Jan 28, 2026
MASECO LLP History New 1,651 345 0.02% — 657 +1,651 New Q4 2025 Jan 22, 2026
Unconventional Investor, LLC History Added to 1,648 344 0.16% 0.17% 658 +1 0.06% Q4 2025 Feb 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 1,639 342 0.06% 0.07% 659 0 0.0% Q4 2025 Feb 09, 2026
Prepared Retirement Institute LLC History No change 1,638 342 0.17% 0.18% 660 0 0.0% Q4 2025 Jan 29, 2026
Stonebridge Capital Advisors LLC History No change 1,629 340 0.02% 0.02% 661 0 0.0% Q4 2025 Feb 12, 2026
PARK AVENUE SECURITIES LLC History Added to 1,621 339 0.0% 0.0% 662 +51 3.25% Q4 2025 Jan 05, 2026
Manuka Financial, LLC History Added to 1,625 339 0.21% 0.21% 663 +1 0.06% Q4 2025 Jan 28, 2026
HORAN Wealth, LLC History Added to 1,616 338 0.05% 0.05% 665 +233 16.85% Q4 2025 Feb 04, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 1,619 338 0.0% 0.0% 664 -4 -0.25% Q4 2025 Feb 17, 2026
Smithfield Trust Co History No change 1,609 337 0.01% 0.02% 666 0 0.0% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Reduced 1,602 335 0.01% 0.01% 667 -77 -4.59% Q4 2025 Jan 27, 2026
NWF Advisory Services Inc. History Reduced 1,606 335 0.04% 0.04% 671 -73 -4.35% Q4 2025 Mar 03, 2026
Ruggaard & Associates LLC History Added to 1,604 335 0.13% 0.12% 670 +12 0.75% Q4 2025 Feb 20, 2026
Leo Wealth, LLC History Added to 1,603 335 0.02% 0.04% 669 +5 0.31% Q4 2025 Jan 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,606 335 0.06% 0.06% 668 0 0.0% Q4 2025 Jan 27, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 1,600 334 0.21% — 672 +1,600 New Q4 2025 Feb 13, 2026
Clientfirst Wealth Management, LLC History No change 1,591 332 0.27% 0.27% 673 0 0.0% Q4 2025 Feb 06, 2026
Glenview Trust Co History No change 1,583 331 0.01% 0.01% 674 0 0.0% Q4 2025 Feb 09, 2026
Innova Wealth Partners History Reduced 1,582 330 0.17% 0.23% 675 -469 -22.87% Q4 2025 Jan 07, 2026
ALERUS FINANCIAL NA History New 1,575 329 0.02% — 676 +1,575 New Q4 2025 Feb 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 1,612 329 0.11% 0.21% 677 +28 1.77% Q4 2025 Jan 22, 2026
Cassaday & Co Wealth Management LLC History No change 1,571 328 0.01% 0.01% 678 0 0.0% Q4 2025 Feb 03, 2026
Trek Financial, LLC History No change 1,566 327 0.02% 0.02% 679 0 0.0% Q4 2025 Feb 04, 2026
Interchange Capital Partners, LLC History Added to 1,563 326 0.06% 0.06% 680 +2 0.13% Q4 2025 Jan 30, 2026
Balefire, LLC History Reduced 1,549 323 0.06% 0.07% 681 -26 -1.65% Q4 2025 Jan 12, 2026
Juno Financial Group LLC History New 1,527 319 0.13% — 682 +1,527 New Q4 2025 Jan 28, 2026
Northstar Group, Inc. History Added to 1,523 318 0.04% 0.05% 683 +1 0.07% Q4 2025 Feb 13, 2026
Heartwood Wealth Advisors LLC History No change 1,517 317 0.03% 0.03% 684 0 0.0% Q4 2025 Jan 12, 2026
GW&K Investment Management, LLC History Added to 1,513 316 0.0% 0.0% 685 +952 169.7% Q4 2025 Feb 11, 2026
Quadcap Wealth Management, LLC History No change 1,515 316 0.04% 0.04% 686 0 0.0% Q4 2025 Jan 29, 2026
SEI INVESTMENTS CO History New 1,508 315 0.0% — 687 +1,508 New Q4 2025 Feb 13, 2026
Foguth Wealth Management, LLC. History New 1,492 315 0.05% — 690 +1,492 New Q4 2025 Jan 05, 2026
Clearstead Trust, LLC History No change 1,508 315 0.05% 0.05% 688 0 0.0% Q4 2025 Feb 09, 2026
Global Assets Advisory, LLC History No change 1,510 315 0.09% 0.09% 689 0 0.0% Q4 2025 Feb 09, 2026
Mirador Capital Partners LP History Reduced 1,500 313 0.04% 0.05% 691 -137 -8.37% Q4 2025 Jan 14, 2026
THOMPSON DAVIS & CO., INC. History Reduced 1,492 312 0.19% 0.2% 692 -50 -3.24% Q4 2025 Jan 12, 2026
Biltmore Family Office, LLC History Reduced 1,492 312 0.04% 0.04% 693 -13 -0.86% Q4 2025 Feb 04, 2026
Brown Financial Advisory History No change 1,487 311 0.16% 0.16% 694 0 0.0% Q4 2025 Jan 29, 2026
NCM Capital Management, LLC History No change 1,487 310 0.11% 0.12% 695 0 0.0% Q4 2025 Mar 02, 2026
Polaris Investment Advisors, LLC History New 1,479 309 0.22% — 696 +1,479 New Q4 2025 Jan 15, 2026
Dynamic Advisor Solutions LLC History Reduced 1,474 308 0.01% 0.01% 697 -562 -27.6% Q4 2025 Jan 09, 2026
Westmount Partners, LLC History No change 1,476 308 0.08% 0.08% 698 0 0.0% Q4 2025 Jan 15, 2026
Meriwether Wealth & Planning, LLC History No change 1,476 308 0.17% 0.18% 699 0 0.0% Q4 2025 Jan 14, 2026
Painted Porch Advisors LLC History New 1,453 303 0.12% — 700 +1,453 New Q4 2025 Mar 19, 2026
Claro Advisors Inc. History No change 1,444 301 0.04% 0.04% 701 0 0.0% Q4 2025 Feb 17, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 1,436 300 0.28% — 702 +1,436 New Q4 2025 Feb 05, 2026
SVB WEALTH LLC History No change 1,433 299 0.02% 0.02% 703 0 0.0% Q4 2025 Feb 04, 2026
IHT Wealth Management, LLC History New 1,429 298 0.01% — 705 +1,429 New Q4 2025 Feb 17, 2026
EVERETT HARRIS & CO /CA/ History New 1,426 298 0.0% — 704 +1,426 New Q4 2025 Feb 11, 2026
Shakespeare Wealth Management, LLC History No change 1,408 294 0.06% 0.07% 706 0 0.0% Q4 2025 Feb 06, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 1,397 292 0.19% 0.19% 707 0 0.0% Q4 2025 Feb 17, 2026
Lantern Wealth Advisors, LLC History No change 1,392 291 0.15% 0.15% 708 0 0.0% Q4 2025 Feb 17, 2026
Heritage Financial Services, LLC History No change 1,391 290 0.02% 0.03% 709 0 0.0% Q4 2025 Feb 02, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 1,381 288 0.0% 0.0% 710 +121 9.6% Q4 2025 Feb 02, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 1,376 287 0.01% 0.01% 711 -2 -0.15% Q4 2025 Feb 10, 2026
Houlihan Financial Resource Group, Ltd. History New 1,370 286 0.11% — 713 +1,370 New Q4 2025 Feb 10, 2026
Intelligent Financial Strategies History Reduced 1,372 286 0.14% 0.14% 714 -47 -3.31% Q4 2025 Jan 26, 2026
VISTA CAPITAL PARTNERS, INC. History No change 1,372 286 0.03% 0.03% 712 0 0.0% Q4 2025 Feb 02, 2026
Welch Group, LLC History No change 1,365 285 0.01% 0.01% 715 0 0.0% Q4 2025 Jan 26, 2026
Geometric Wealth Advisors History Added to 1,358 283 0.04% 0.04% 716 +3 0.22% Q4 2025 Feb 06, 2026
Ellsworth Advisors, LLC History Added to 1,276 282 0.06% 0.06% 718 +4 0.31% Q4 2025 Jan 16, 2026
Berger Financial Group, Inc History No change 1,351 282 0.02% 0.02% 717 0 0.0% Q4 2025 Jan 27, 2026
Davis Investment Partners, LLC History No change 1,334 282 0.1% 0.1% 719 0 0.0% Q4 2025 Jan 06, 2026
Rockwood Wealth Management, LLC History Added to 1,344 281 0.02% 0.02% 720 +286 27.03% Q4 2025 Jan 29, 2026
WORLD EQUITY GROUP, INC. History Added to 1,332 278 0.08% 0.06% 721 +25 1.91% Q4 2025 Jan 12, 2026
Everhart Financial Group, Inc. History Added to 1,328 277 0.03% 0.02% 722 +144 12.16% Q4 2025 Jan 07, 2026
INSPIRION WEALTH ADVISORS, LLC History New 1,321 276 0.03% — 724 +1,321 New Q4 2025 Jan 09, 2026
Invesco Ltd. History Added to 1,322 276 0.0% 0.0% 723 +323 32.33% Q4 2025 Feb 19, 2026
Colonial Trust Advisors History Added to 1,316 275 0.02% 0.02% 725 +250 23.45% Q4 2025 Feb 12, 2026
Donalies Financial Planning, LLC History New 1,311 274 0.23% — 726 +1,311 New Q4 2025 Feb 17, 2026
Midway Capital Research & Management History New 1,301 272 0.27% — 728 +1,301 New Q4 2025 Mar 03, 2026
Avior Wealth Management, LLC History Added to 1,305 272 0.01% 0.01% 727 +50 3.98% Q4 2025 Jan 06, 2026
Wealth Dimensions Group, Ltd. History Added to 1,300 271 0.05% 0.06% 729 +1 0.08% Q4 2025 Feb 13, 2026
BEACON ADVISORS HOLDINGS, LLC History New 1,291 270 0.14% — 733 +1,291 New Q4 2025 Feb 27, 2026
Summit Global Investments History Reduced 1,289 270 0.02% 0.02% 731 -14 -1.07% Q4 2025 Feb 18, 2026
Fiera Capital Corp History No change 1,292 270 0.0% 0.0% 730 0 0.0% Q4 2025 Feb 11, 2026
Passive Capital Management, LLC. History No change 1,295 270 0.08% 0.09% 732 0 0.0% Q4 2025 Feb 05, 2026
Verum Partners LLC History Reduced 1,280 267 0.05% 0.07% 734 -346 -21.28% Q4 2025 Jan 14, 2026
CAMBIAR INVESTORS LLC History New 1,272 266 0.01% — 735 +1,272 New Q4 2025 Jan 23, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 1,256 263 0.0% 0.0% 736 0 0.0% Q4 2025 Feb 10, 2026
Mill Creek Capital Advisors, LLC History No change 1,258 263 0.01% 0.01% 737 0 0.0% Q4 2025 Feb 13, 2026
Auour Investments LLC History No change 1,256 262 0.08% 0.09% 738 0 0.0% Q4 2025 Jan 12, 2026
Total Clarity Wealth Management, Inc. History Reduced 1,244 260 0.06% 0.07% 740 -35 -2.74% Q4 2025 Feb 02, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 1,243 260 0.04% 0.04% 739 +1 0.08% Q4 2025 Jan 12, 2026
Fisher Asset Management, LLC History Added to 1,235 258 0.0% 0.0% 741 +14 1.15% Q4 2025 Feb 09, 2026
NBT BANK N A /NY History No change 1,226 256 0.02% 0.02% 742 0 0.0% Q4 2025 Jan 23, 2026
Mach-1 Financial Group, LLC History New 1,219 255 0.05% — 743 +1,219 New Q4 2025 Feb 06, 2026
Apollon Wealth Management, LLC History Added to 1,203 251 0.0% 0.0% 744 +1 0.08% Q4 2025 Jan 22, 2026
SVRN Asset Management, LLC History New 1,200 250 0.21% — 746 +1,200 New Q4 2025 Feb 13, 2026
BASSO CAPITAL MANAGEMENT, L.P. History No change 1,198 250 0.15% 0.17% 745 0 0.0% Q4 2025 Feb 17, 2026
Beacon Financial Advisory LLC History Reduced 1,195 249 0.06% 0.07% 748 -216 -15.31% Q4 2025 Feb 17, 2026
Broadview Financial Management, LLC History No change 1,193 249 0.17% 0.17% 747 0 0.0% Q4 2025 Feb 13, 2026
Farmers National Bank History New 1,167 244 0.05% — 749 +1,167 New Q4 2025 Mar 12, 2026
Nicholas Hoffman & Company, LLC. History No change 1,169 244 0.01% 0.01% 750 0 0.0% Q4 2025 Feb 02, 2026
PFG Investments, LLC History Reduced 1,166 243 0.01% 0.01% 751 -35 -2.91% Q4 2025 Jan 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 1,153 241 0.01% 0.01% 752 +26 2.31% Q4 2025 Jan 27, 2026
Manchester Capital Management LLC History No change 1,151 240 0.03% 0.03% 753 0 0.0% Q4 2025 Feb 11, 2026
JGP Wealth Management, LLC History New 1,140 238 0.02% — 755 +1,140 New Q4 2025 Jan 12, 2026
Goodman Financial Corp History No change 1,141 238 0.05% 0.05% 754 0 0.0% Q4 2025 Jan 08, 2026
Pinion Investment Advisors, LLC History Added to 1,135 237 0.06% 0.06% 757 +57 5.29% Q4 2025 Jan 29, 2026
Clark Capital Management Group, Inc. History Added to 1,135 237 0.0% 0.0% 756 +13 1.16% Q4 2025 Feb 17, 2026
VANCE WEALTH, LLC History No change 1,138 237 0.07% 0.07% 758 0 0.0% Q4 2025 Feb 17, 2026
Adirondack Capital Advisors, LLC History New 1,130 236 0.16% — 761 +1,130 New Q4 2025 Feb 03, 2026
Gladstone Institutional Advisory LLC History Added to 1,129 236 0.01% 0.01% 760 +9 0.8% Q4 2025 Feb 17, 2026
Haverford Trust Co History No change 1,131 236 0.0% 0.0% 759 0 0.0% Q4 2025 Feb 13, 2026
ABLE Financial Group, LLC History New 1,124 235 0.05% — 762 +1,124 New Q4 2025 Jan 23, 2026
Advisory Alpha, LLC History Reduced 1,116 233 0.01% 0.02% 763 -2,479 -68.96% Q4 2025 Feb 06, 2026
One Day In July LLC History Added to 1,105 231 0.02% 0.02% 764 +26 2.41% Q4 2025 Feb 04, 2026
MassMutual Private Wealth & Trust, FSB History New 1,097 229 0.01% — 765 +1,097 New Q4 2025 Jan 07, 2026
Diversify Advisory Services, LLC History Added to 1,037 229 0.01% 0.01% 766 +58 5.92% Q4 2025 Jan 23, 2026
Taylor Securities Services, Inc. History New 1,088 227 0.1% — 769 +1,088 New Q4 2025 Mar 05, 2026
Aptus Capital Advisors, LLC History Reduced 1,090 227 0.0% 0.0% 767 -64 -5.55% Q4 2025 Feb 13, 2026
Red Door Wealth Management, LLC History Added to 1,088 227 0.02% 0.02% 768 +2 0.18% Q4 2025 Jan 20, 2026
Marotta Asset Management History No change 1,085 226 0.04% 0.04% 770 0 0.0% Q4 2025 Jan 07, 2026
Carnegie Investment Counsel History New 1,076 225 0.0% — 771 +1,076 New Q4 2025 Jan 23, 2026
Daviman Financial, LLC History New 1,075 224 0.13% — 775 +1,075 New Q4 2025 Feb 06, 2026
FRANKLIN RESOURCES INC History Added to 1,075 224 0.0% 0.0% 772 +204 23.42% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Added to 1,072 224 0.03% 0.03% 774 +52 5.1% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,072 224 0.01% 0.01% 773 +8 0.75% Q4 2025 Feb 06, 2026
Capital Group Private Client Services, Inc. History Added to 1,069 223 0.0% 0.0% 777 +25 2.39% Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History No change 1,030 223 0.02% 0.02% 776 0 0.0% Q4 2025 Jan 12, 2026
Mallini Complete Financial Planning LLC History No change 1,069 223 0.18% 0.18% 778 0 0.0% Q4 2025 Jan 06, 2026
BAKER BOYER NATIONAL BANK History Reduced 1,062 222 0.07% 0.07% 779 -9 -0.84% Q4 2025 Feb 03, 2026
Litman Gregory Wealth Management LLC History No change 1,033 222 0.02% 0.02% 780 0 0.0% Q4 2025 Feb 12, 2026
Realta Investment Advisors History No change 1,062 222 0.07% 0.07% 781 0 0.0% Q4 2025 Jan 20, 2026
ORBA Wealth Advisors, L.L.C. History No change 1,061 221 0.19% 0.18% 782 0 0.0% Q4 2025 Feb 05, 2026
Stratos Wealth Advisors, LLC History Added to 1,052 220 0.01% 0.01% 783 +6 0.57% Q4 2025 Jan 20, 2026
Bath Savings Trust Co History Reduced 1,039 217 0.02% 0.02% 784 -28 -2.62% Q4 2025 Jan 12, 2026
Fearless Solutions, LLC dba Best Invest History No change 1,040 217 0.13% 0.14% 785 0 0.0% Q4 2025 Jan 20, 2026
Plan Group Financial, LLC History Reduced 1,034 216 0.06% 0.06% 787 -47 -4.35% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History No change 1,033 216 0.02% 0.02% 786 0 0.0% Q4 2025 Jan 23, 2026
Alta Wealth Advisors LLC History Added to 1,029 215 0.07% 0.07% 788 +72 7.52% Q4 2025 Feb 03, 2026
Robertson Stephens Wealth Management, LLC History Reduced 1,020 213 0.01% 0.01% 789 -178 -14.86% Q4 2025 Feb 02, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 1,023 213 0.1% 0.1% 790 +3 0.29% Q4 2025 Jan 26, 2026
PGIM Custom Harvest LLC History New 1,015 212 0.0% — 791 +1,015 New Q4 2025 Feb 17, 2026
Kingsman Wealth Management, Inc. History Added to 1,018 212 0.11% 0.12% 792 +3 0.3% Q4 2025 Jan 22, 2026
Alliance Wealth Management Group History No change 1,011 211 0.05% 0.05% 793 0 0.0% Q4 2025 Jan 21, 2026
Towercrest Capital Management History No change 1,011 211 0.03% 0.03% 794 0 0.0% Q4 2025 Jan 21, 2026
BEACON FINANCIAL GROUP History New 1,000 209 0.02% — 797 +1,000 New Q4 2025 Apr 01, 2026
Freestone Capital Holdings, LLC History Reduced 1,002 209 0.01% 0.01% 796 -204 -16.92% Q4 2025 Jan 23, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 1,000 209 0.01% 0.01% 795 0 0.0% Q4 2025 Jan 23, 2026
Sterling Investment Advisors, Ltd. History No change 1,000 209 0.04% 0.04% 798 0 0.0% Q4 2025 Feb 09, 2026
AF Advisors, Inc. History No change 1,000 209 0.08% 0.08% 799 0 0.0% Q4 2025 Feb 06, 2026
Bawa N Mallick Trust History No change 1,000 209 0.08% 0.08% 800 0 0.0% Q4 2025 Mar 12, 2026