VANGUARD STAR FUNDS - VXUS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 237 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
VANGUARD GROUP INC History Added to 87,491,307 6,600,342 0.1% 0.09% 1 +3,056,564 3.62% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 19,938,014 1,504,123 0.11% 0.1% 2 +464,955 2.39% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 16,494,667 1,244,357 0.07% 0.05% 3 +4,651,939 39.28% Q4 2025 Feb 13, 2026
Rakuten Investment Management, Inc. History No change 15,070,900 1,102,285 3.71% 3.92% 4 0 0.0% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 11,876,876 895,991 0.27% 0.26% 5 -340,105 -2.78% Q4 2025 Feb 10, 2026
FLOW TRADERS U.S. LLC History New 11,030,823 832,165 27.27% — 6 +11,030,823 New Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 7,608,929 570,764 3.69% 3.57% 7 +399,897 5.55% Q4 2025 Jan 28, 2026
Cetera Investment Advisers History Added to 6,538,984 493,286 0.54% 0.56% 8 +4,832 0.07% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 6,359,382 479,752 1.27% 1.29% 9 -22,229 -0.35% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 5,883,288 443,835 3.53% 4.24% 10 -5,148,868 -46.67% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 5,152,926 388,736 2.78% 0.05% 11 +5,054,456 5132.99% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 4,881,320 368,249 0.08% 0.08% 12 +295,360 6.44% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 4,448,156 335,568 0.09% 0.09% 13 +424,875 10.56% Q4 2025 Feb 11, 2026
Sageworth Trust Co History Added to 4,193,535 316,360 13.55% 14.14% 14 +61,572 1.49% Q4 2025 Feb 03, 2026
ROYAL BANK OF CANADA History New 4,177,145 315,122 0.05% — 15 +4,177,145 New Q4 2025 Feb 17, 2026
UBS Group AG History Added to 4,000,968 301,833 0.05% 0.04% 16 +185,711 4.87% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 3,731,609 281,512 0.04% 0.06% 17 -1,893,544 -33.66% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 3,427,396 258,562 0.28% 0.27% 18 +146,434 4.46% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,191,019 247,697 0.34% 0.35% 19 +96,809 3.13% Q4 2025 Jan 08, 2026
SIGNATUREFD, LLC History Added to 3,262,620 246,132 3.76% 3.73% 20 +37,799 1.17% Q4 2025 Jan 20, 2026
WELLS FARGO & COMPANY/MN History Added to 3,009,514 227,037 0.04% 0.04% 21 +279,214 10.23% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,919,774 220,267 0.07% 0.07% 22 +144,784 5.22% Q4 2025 Feb 18, 2026
Angeles Investment Advisors, LLC History Reduced 2,842,794 214,460 14.31% 15.94% 23 -460,984 -13.95% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 2,648,030 199,767 0.09% 0.08% 24 +303,871 12.96% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 172,784 172,784 0.1% — 25 +172,784 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 2,416,134 167,665 0.23% 0.08% 26 +1,741,034 257.89% Q4 2025 Mar 09, 2026
UNIVEST FINANCIAL Corp History Added to 2,102,710 158,628 8.41% 8.58% 27 +15,960 0.76% Q4 2025 Feb 04, 2026
First American Financial Corp History Added to 2,090,160 157,681 42.23% 38.87% 28 +475,840 29.48% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 2,068,356 156,054 0.23% 0.21% 29 -30,641 -1.46% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 1,990,771 150,183 0.36% 0.24% 30 +383,923 23.89% Q4 2025 Feb 13, 2026
Zhang Financial LLC History Added to 1,880,287 141,848 5.29% 5.19% 31 +139,713 8.03% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 1,799,146 135,727 1.83% 2.4% 32 +85,635 5.0% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Added to 1,762,670 132,975 0.13% 0.13% 33 +79,846 4.74% Q4 2025 Feb 13, 2026
Charter Oak Capital Management, LLC History Added to 1,663,503 125,494 9.57% 9.02% 34 +98,512 6.29% Q4 2025 Jan 23, 2026
Cerity Partners LLC History Added to 1,645,587 124,170 0.18% 0.19% 35 +61,406 3.88% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,605,570 121,125 0.14% 0.16% 36 +238,502 17.45% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,502,638 113,359 0.4% 0.4% 37 +23,651 1.6% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Added to 1,490,572 112,448 0.01% 0.01% 38 +204,633 15.91% Q4 2025 Feb 11, 2026
LINCOLN NATIONAL CORP History Added to 1,480,151 111,662 3.26% 3.04% 39 +29,521 2.04% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,403,628 105,889 0.2% 0.21% 40 +23,045 1.67% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,392,855 105,076 5.79% 5.8% 41 +106,115 8.25% Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History Reduced 1,378,198 103,971 5.81% 6.63% 42 -342,550 -19.91% Q4 2025 Feb 06, 2026
SENTINEL TRUST CO LBA History Added to 1,364,993 102,975 10.14% 9.3% 43 +122,221 9.83% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,290,316 97,341 0.03% 0.03% 44 -2,677 -0.21% Q4 2025 Feb 17, 2026
Gleason Group, Inc. History Added to 1,268,372 95,685 9.38% 8.98% 45 +51,753 4.25% Q4 2025 Jan 15, 2026
3EDGE Asset Management, LP History Reduced 1,256,968 94,825 4.92% 6.81% 46 -386,703 -23.53% Q4 2025 Feb 06, 2026
St. Louis Trust Co History Reduced 1,205,345 90,931 10.43% 11.14% 47 -11,328 -0.93% Q4 2025 Feb 09, 2026
Global Endowment Management, LP History Added to 1,191,840 89,913 11.22% 10.87% 48 +9,968 0.84% Q4 2025 Feb 13, 2026
Penserra Capital Management LLC History Added to 1,187,606 89,592 1.06% 0.42% 49 +711,777 149.59% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 1,168,453 88,148 0.16% 0.16% 50 +51,380 4.6% Q4 2025 Mar 16, 2026
Capstone Financial Advisors, Inc. History Reduced 1,146,159 86,466 4.6% 4.56% 51 -44 -0.0% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 1,093,834 82,867 2.46% 0.02% 52 +1,090,127 29407.26% Q4 2025 Feb 13, 2026
Verus Financial Partners, Inc. History Reduced 1,016,907 81,210 7.47% 7.41% 53 -32,546 -3.1% Q4 2025 Feb 02, 2026
Provenance Wealth Advisors, LLC History Added to 1,028,032 77,554 8.6% 6.52% 54 +341,049 49.64% Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Added to 984,363 74,260 0.07% 0.06% 55 +18,799 1.95% Q4 2025 Feb 13, 2026
GREENWOOD GEARHART INC History Added to 981,146 74,017 4.07% 4.0% 56 +36,903 3.91% Q4 2025 Feb 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 978,734 73,835 0.1% 0.09% 57 +56,856 6.17% Q4 2025 Feb 12, 2026
Dakota Wealth Management History Added to 978,548 73,821 1.31% 0.86% 58 +394,868 67.65% Q4 2025 Jan 13, 2026
IEQ CAPITAL, LLC History Added to 962,753 72,630 0.22% 0.2% 59 +45,157 4.92% Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History Added to 928,962 70,081 9.18% 9.22% 60 +3,401 0.37% Q4 2025 Jan 12, 2026
Luminvest Wealth Management LLC History Added to 890,978 67,215 18.65% 18.6% 61 +114,039 14.68% Q4 2025 Jan 26, 2026
Caprock Group, LLC History Added to 886,642 66,888 1.41% 1.43% 62 +72,480 8.9% Q4 2025 Jan 28, 2026
Allen Investment Management, LLC History Added to 864,310 65,203 0.72% 0.48% 63 +276,204 46.97% Q4 2025 Feb 10, 2026
AMG National Trust Bank History Added to 847,317 63,921 1.5% 1.33% 64 +100,069 13.39% Q4 2025 Jan 30, 2026
Towneley Capital Management, Inc / DE History Added to 826,594 62,358 13.15% 12.96% 65 +14,435 1.78% Q4 2025 Jan 30, 2026
GOLDMAN SACHS GROUP INC History Added to 820,740 61,916 0.01% 0.01% 66 +15,780 1.96% Q4 2025 Mar 25, 2026
MML INVESTORS SERVICES, LLC History Added to 804,564 60,696 0.15% 0.14% 67 +70,464 9.6% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 772,753 58,296 0.36% 0.36% 68 -2,794 -0.36% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 768,776 57,996 0.01% 0.0% 69 +566,221 279.54% Q4 2025 Feb 17, 2026
Creative Planning History Added to 751,734 56,710 0.04% 0.04% 70 +38,837 5.45% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 729,541 55,036 0.42% 0.43% 71 +95 0.01% Q4 2025 Feb 12, 2026
Haverford Trust Co History Reduced 727,730 54,899 0.49% 0.49% 72 -12,363 -1.67% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 724,739 54,674 2.19% 2.16% 73 +691 0.1% Q4 2025 Jan 30, 2026
Equitable Holdings, Inc. History Added to 724,252 54,637 0.37% 0.37% 74 +37,928 5.53% Q4 2025 Feb 17, 2026
SAM Advisors, LLC History Reduced 722,438 54,500 17.24% 17.35% 75 -10,389 -1.42% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 703,128 53,043 0.25% 0.25% 76 +2,611 0.37% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 693,459 52,314 0.03% 0.03% 77 +88,634 14.65% Q4 2025 Feb 10, 2026
25 LLC History Added to 687,400 51,857 16.46% 15.83% 78 +54,422 8.6% Q4 2025 Jan 15, 2026
Topsail Wealth Management, LLC History Added to 674,934 50,917 7.46% 7.95% 79 +35,317 5.52% Q4 2025 Feb 04, 2026
Greenline Partners, LLC History Added to 660,050 49,794 5.7% 5.05% 80 +94,422 16.69% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 639,749 48,262 0.34% 0.15% 81 +400,954 167.91% Q4 2025 Feb 18, 2026
Efficient Advisors, LLC History Reduced 638,958 48,202 2.81% 2.69% 82 -11,283 -1.74% Q4 2025 Jan 21, 2026
Mesirow Financial Investment Management, Inc. History Reduced 635,392 47,934 0.98% 1.14% 83 -234,015 -26.92% Q4 2025 Feb 05, 2026
COMERICA BANK History Reduced 621,820 46,910 0.19% 0.18% 84 -22,671 -3.52% Q4 2025 Jan 29, 2026
Kestra Advisory Services, LLC History Reduced 596,961 45,034 0.19% 0.26% 85 -188,937 -24.04% Q4 2025 Feb 13, 2026
Peak Financial Management, Inc. History Reduced 595,252 44,905 11.58% 11.65% 86 -4,727 -0.79% Q4 2025 Jan 23, 2026
White Lighthouse Investment Management Inc. History Added to 593,492 44,773 6.25% 6.47% 87 +15,380 2.66% Q4 2025 Feb 09, 2026
GeoWealth Management, LLC History Reduced 584,305 44,079 1.62% 1.58% 88 -5,913 -1.0% Q4 2025 Feb 17, 2026
FMR LLC History Added to 579,471 43,715 0.0% 0.0% 89 +48,323 9.1% Q4 2025 Feb 17, 2026
James J. Burns & Company, LLC History Added to 573,760 43,284 5.97% 6.06% 90 +20,337 3.67% Q4 2025 Jan 23, 2026
Mariner, LLC History Added to 564,579 42,592 0.05% 0.05% 91 +52,114 10.17% Q4 2025 Feb 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 564,285 42,569 2.74% 2.83% 92 -20,602 -3.52% Q4 2025 Jan 26, 2026
N.E.W. Advisory Services LLC History Added to 537,175 40,524 3.0% 3.38% 93 +22,091 4.29% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Added to 534,894 40,352 0.01% 0.0% 94 +411,527 333.58% Q4 2025 Feb 17, 2026
Select Equity Group, L.P. History New 533,471 40,245 0.17% — 95 +533,471 New Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Added to 529,743 39,963 0.81% 0.8% 96 +64 0.01% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History Added to 527,003 39,757 3.33% 3.26% 97 +9,678 1.87% Q4 2025 Feb 02, 2026
Souders Financial Advisors History Added to 510,927 38,544 4.41% 4.41% 98 +5,774 1.14% Q4 2025 Feb 02, 2026
Joel Isaacson & Co., LLC History Added to 510,895 38,541 1.27% 1.15% 99 +76,311 17.56% Q4 2025 Jan 30, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 508,607 38,369 2.67% 2.68% 100 +4,641 0.92% Q4 2025 Jan 07, 2026
Tenon Financial LLC History Added to 502,297 37,893 15.97% 13.15% 101 +153,525 44.02% Q4 2025 Jan 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 497,971 37,566 0.06% 0.06% 102 +28,936 6.17% Q4 2025 Feb 18, 2026
Standpoint Asset Management, LLC History Reduced 494,500 37,305 8.52% 8.5% 103 -17,700 -3.46% Q4 2025 Feb 12, 2026
PRUDENTIAL PLC History Added to 491,000 37,041 0.29% 0.19% 104 +145,000 41.91% Q4 2025 Feb 11, 2026
BURRUS FINANCIAL SERVICES, INC. History Reduced 381,848 37,032 21.06% 16.81% 105 -117,058 -23.46% Q4 2025 Jan 30, 2026
Wealthfront Advisers LLC History Added to 487,630 36,786 0.08% 0.07% 106 +93,623 23.76% Q4 2025 Jan 30, 2026
WBH ADVISORY INC History Added to 480,838 36,274 2.69% 2.66% 107 +6,908 1.46% Q4 2025 Jan 26, 2026
Focus Financial Network, Inc. History Added to 470,925 35,526 1.24% 1.19% 108 +15,125 3.32% Q4 2025 Jan 12, 2026
Abacus Planning Group, Inc. History Added to 457,943 34,547 4.6% 4.62% 109 +2,212 0.49% Q4 2025 Jan 16, 2026
BlackRock, Inc. History Reduced 457,054 34,480 0.0% 0.0% 110 -29,648 -6.09% Q4 2025 Feb 12, 2026
Connecticut Wealth Management, LLC History Reduced 450,381 33,976 1.48% 1.47% 111 -1,677 -0.37% Q4 2025 Feb 12, 2026
Avantax Planning Partners, Inc. History Reduced 447,460 33,756 0.94% 0.99% 112 -22,161 -4.72% Q4 2025 Feb 05, 2026
Bragg Financial Advisors, Inc History Added to 431,710 32,568 1.06% 1.02% 113 +10,284 2.44% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 424,048 31,990 0.13% — 114 +424,048 New Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 418,028 31,535 0.12% — 115 +418,028 New Q4 2025 Feb 13, 2026
Arax Advisory Partners History Added to 412,278 31,122 0.91% 0.25% 116 +174,523 73.4% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 404,685 30,529 0.13% 0.12% 117 +17,374 4.49% Q4 2025 Feb 17, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 393,566 29,690 5.66% 9.9% 118 -300,159 -43.27% Q4 2025 Feb 13, 2026
Hardy Reed LLC History Reduced 385,689 29,096 2.07% 2.13% 119 -8,923 -2.26% Q4 2025 Feb 06, 2026
Betterment LLC History Added to 382,801 28,879 0.06% 0.05% 120 +27,490 7.74% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Added to 382,309 28,841 0.01% 0.01% 121 +27,295 7.69% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 381,595 28,787 0.02% 0.01% 122 +99,883 35.46% Q4 2025 Feb 17, 2026
CARL STUART INVESTMENT ADVISOR, INC History Added to 371,788 28,047 25.31% 24.43% 123 +17,842 5.04% Q4 2025 Feb 13, 2026
Sunflower Bank, N.A. History Reduced 371,254 28,007 7.06% 7.88% 124 -69,992 -15.86% Q4 2025 Jan 09, 2026
Joseph Group Capital Management History Added to 368,575 27,805 7.31% 6.29% 125 +64,962 21.4% Q4 2025 Jan 30, 2026
Stratos Wealth Partners, LTD. History Reduced 366,572 27,654 0.31% 0.33% 126 -9,269 -2.47% Q4 2025 Jan 20, 2026
Capital Investment Management, Inc. History New 353,449 26,664 9.33% — 127 +353,449 New Q4 2025 Apr 10, 2026
BOK Financial Private Wealth, Inc. History Reduced 348,219 26,269 1.61% 1.62% 128 -3,043 -0.87% Q4 2025 Feb 06, 2026
Prospera Capital Management, LLC History Reduced 348,116 26,261 13.25% 12.98% 129 -17,232 -4.72% Q4 2025 Jan 20, 2026
Manuka Financial, LLC History Added to 346,074 26,107 16.21% 15.27% 130 +9,814 2.92% Q4 2025 Jan 28, 2026
IMA Advisory Services, Inc. History Added to 342,421 25,822 2.48% 2.51% 131 +3,578 1.06% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 341,560 25,767 0.19% — 132 +341,560 New Q4 2025 Feb 18, 2026
Aperture Investors, LLC History No change 339,093 25,581 2.92% 3.41% 133 0 0.0% Q4 2025 Feb 17, 2026
Juno Financial Group LLC History New 325,919 24,587 9.84% — 134 +325,919 New Q4 2025 Jan 28, 2026
Waverly Advisors, LLC History Added to 317,798 23,974 0.19% 0.22% 135 +23,947 8.15% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 316,621 23,885 0.13% 0.19% 136 -198,501 -38.53% Q4 2025 Jan 29, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 316,607 23,884 4.32% 4.11% 137 +19,742 6.65% Q4 2025 Jan 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 315,340 23,789 4.51% 4.71% 138 +4,604 1.48% Q4 2025 Feb 09, 2026
Shelter Mutual Insurance Co History No change 314,823 23,750 5.3% 5.19% 139 0 0.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 310,786 23,445 0.01% 0.01% 140 +58,789 23.33% Q4 2025 Feb 06, 2026
Arbor Wealth Advisors LLC History Added to 310,463 23,421 16.69% 16.77% 141 +4,743 1.55% Q4 2025 Jan 12, 2026
Cairn Investment Group, Inc. History Added to 309,879 23,377 11.09% 10.27% 142 +3,185 1.04% Q4 2025 Feb 02, 2026
MAI Capital Management History Reduced 307,456 23,194 0.13% 0.14% 143 -4,621 -1.48% Q4 2025 Feb 13, 2026
Curran Financial Partners, LLC History Added to 306,224 23,101 4.39% 4.03% 144 +29,239 10.56% Q4 2025 Jan 22, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 299,460 22,591 3.26% 3.15% 145 +6,411 2.19% Q4 2025 Feb 06, 2026
Legacy Private Trust Co. History Reduced 297,556 22,447 1.32% 1.31% 146 -1,729 -0.58% Q4 2025 Jan 08, 2026
Professional Financial Advisors, LLC History Added to 296,914 22,399 4.58% 4.58% 147 +849 0.29% Q4 2025 Jan 15, 2026
TRUIST FINANCIAL CORP History Added to 295,481 22,291 0.03% 0.03% 148 +33,887 12.95% Q4 2025 Feb 02, 2026
Seneca Financial Advisors LLC History Added to 291,482 21,989 6.69% 6.2% 149 +33,058 12.79% Q4 2025 Jan 26, 2026
Choate Investment Advisors History New 288,569 21,769 0.43% — 150 +288,569 New Q4 2025 Feb 09, 2026
Alpha Cubed Investments, LLC History Added to 276,853 20,885 0.71% 0.64% 151 +27,763 11.15% Q4 2025 Feb 03, 2026
Family CFO Inc History Reduced 273,781 20,654 9.24% 9.28% 152 -662 -0.24% Q4 2025 Jan 23, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 271,724 20,498 0.32% 0.37% 153 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 271,210 20,460 0.25% 0.3% 154 -79,977 -22.77% Q4 2025 Feb 11, 2026
FIDELIS iM, LLC History Added to 264,027 19,918 7.73% 8.17% 155 +55,800 26.8% Q4 2025 Jan 23, 2026
CIBC WORLD MARKET INC. History Added to 260,783 19,673 0.03% 0.0% 156 +232,642 826.7% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 259,992 19,613 0.21% 0.07% 157 +192,570 285.62% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 259,979 19,612 0.4% 0.41% 158 +13,096 5.3% Q4 2025 Feb 09, 2026
Drystone LLC History Reduced 248,048 18,712 16.82% 16.48% 159 -1,191 -0.48% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Reduced 245,633 18,530 0.11% 0.35% 160 -545,779 -68.96% Q4 2025 Feb 10, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 244,408 18,438 5.6% 5.45% 161 +8,296 3.51% Q4 2025 Jan 13, 2026
OneDigital Investment Advisors LLC History Added to 238,779 18,013 0.18% 0.16% 162 +31,778 15.35% Q4 2025 Feb 13, 2026
Clarity Wealth Advisors, LLC History Added to 237,094 17,886 3.65% 3.62% 163 +13,432 6.01% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History Added to 236,918 17,873 0.63% 0.03% 164 +229,342 3027.22% Q4 2025 Jan 21, 2026
Sellwood Investment Partners LLC History Added to 236,564 17,846 6.97% 5.13% 165 +61,197 34.9% Q4 2025 Jan 26, 2026
Breakwater Investment Management History Reduced 235,490 17,765 6.43% 6.46% 166 -2,903 -1.22% Q4 2025 Feb 02, 2026
CSM Advisors, LLC History Added to 234,889 17,719 0.48% 0.34% 167 +69,887 42.36% Q4 2025 Feb 11, 2026
Gibson Wealth Advisors LLC History Added to 230,751 17,407 11.93% 11.64% 168 +8,541 3.84% Q4 2025 Jan 13, 2026
Cornerstone Wealth Management, LLC History Reduced 229,177 17,289 0.9% 0.95% 169 -5,750 -2.45% Q4 2025 Feb 05, 2026
WealthCollab, LLC History Added to 227,069 17,130 7.01% 7.2% 170 +13,500 6.32% Q4 2025 Jan 27, 2026
Index Fund Advisors, Inc. History Added to 225,385 17,003 0.8% 0.79% 171 +3,765 1.7% Q4 2025 Jan 29, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 222,891 16,814 0.35% 0.92% 172 +150,360 207.3% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 218,831 16,508 0.8% 0.66% 173 -265 -0.12% Q4 2025 Jan 27, 2026
Greenbush Financial Group, LLC History Added to 215,560 16,261 5.53% 5.43% 174 +23,041 11.97% Q4 2025 Jan 20, 2026
GuidedMoney, LLC History New 215,378 16,248 8.68% — 175 +215,378 New Q4 2025 Feb 23, 2026
Integrated Wealth Concepts LLC History Added to 215,139 16,230 0.19% 0.13% 176 +13,390 6.64% Q4 2025 Feb 13, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Added to 211,964 15,990 1.01% 1.02% 177 +13,638 6.88% Q4 2025 Feb 04, 2026
David Kennon Inc History Reduced 210,800 15,902 5.65% 5.72% 178 -5,557 -2.57% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Added to 209,981 15,840 0.06% 0.06% 179 +22,913 12.25% Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 209,584 15,811 0.03% 0.03% 180 +84,781 67.93% Q4 2025 Feb 17, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 209,170 15,779 4.34% 4.52% 181 -5,801 -2.7% Q4 2025 Jan 23, 2026
Brooklyn FI, LLC History Reduced 207,647 15,664 3.35% 3.46% 182 -3,905 -1.85% Q4 2025 Jan 21, 2026
SYM FINANCIAL Corp History Reduced 207,396 15,645 1.61% 1.8% 183 -21,246 -9.29% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History Reduced 204,182 15,403 0.82% 0.91% 184 -12,976 -5.98% Q4 2025 Jan 23, 2026
Apella Capital, LLC History Added to 202,986 15,313 0.3% 0.32% 185 +10,140 5.26% Q4 2025 Jan 21, 2026
Berman McAleer LLC History Added to 201,874 15,229 2.08% 2.04% 186 +2,923 1.47% Q4 2025 Feb 05, 2026
Mallini Complete Financial Planning LLC History Reduced 197,932 14,932 12.0% 11.94% 187 -1,923 -0.96% Q4 2025 Jan 06, 2026
CARDIFF PARK ADVISORS, LLC History Added to 197,205 14,877 1.22% 0.93% 188 +31,146 18.76% Q4 2025 Feb 17, 2026
CWS Financial Advisors, LLC History Added to 192,667 14,534 3.95% 3.84% 189 +4,166 2.21% Q4 2025 Feb 06, 2026
Prime Buchholz LLC History Reduced 192,540 14,525 8.62% 8.02% 190 -6,214 -3.13% Q4 2025 Feb 11, 2026
GRANVILLE CAPITAL, INC. History New 189,335 14,283 7.58% — 191 +189,335 New Q4 2025 Feb 13, 2026
Shade Tree Advisors LLC History Added to 186,861 14,096 10.71% 11.42% 192 +7,318 4.08% Q4 2025 Feb 04, 2026
Janney Montgomery Scott LLC History Added to 185,889 14,023 0.03% 0.03% 193 +11,898 6.84% Q4 2025 Feb 11, 2026
SVRN Asset Management, LLC History New 185,807 14,017 11.55% — 194 +185,807 New Q4 2025 Feb 13, 2026
Main Management LLC History Added to 183,780 13,864 1.0% 0.87% 195 +21,468 13.23% Q4 2025 Feb 10, 2026
Genesis Wealth Advisors, LLC History Added to 183,192 13,819 9.47% 9.25% 196 +4,587 2.57% Q4 2025 Feb 13, 2026
Swisher Financial Concepts, Inc. History Added to 182,041 13,733 7.8% 7.65% 197 +8,394 4.83% Q4 2025 Feb 10, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 181,923 13,724 0.93% 0.96% 198 -9,484 -4.95% Q4 2025 Feb 10, 2026
Tribridge Partners Financial LLC History Added to 181,019 13,656 5.73% 5.76% 199 +11,894 7.03% Q4 2025 Jan 26, 2026
Madison Park Capital Advisors, LLC History Added to 178,537 13,468 10.93% 10.66% 200 +1,665 0.94% Q4 2025 Jan 20, 2026
New England Private Wealth Advisors LLC History Added to 178,486 13,467 1.68% 1.53% 201 +20,173 12.74% Q4 2025 Feb 13, 2026
Charis Legacy Partners, LLC History Added to 177,377 13,381 19.75% 18.6% 202 +7,669 4.52% Q4 2025 Jan 08, 2026
Diversified Trust Co History Added to 174,903 13,194 0.24% 0.25% 203 +2,137 1.24% Q4 2025 Jan 09, 2026
Calydon Capital History Added to 173,707 13,104 2.21% 1.08% 204 +81,400 88.18% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 173,371 13,079 0.07% 0.1% 205 -50,639 -22.61% Q4 2025 Feb 03, 2026
Callan Family Office, LLC History Added to 173,360 13,078 0.28% 0.33% 206 +31,569 22.26% Q4 2025 Feb 12, 2026
Dodds Wealth, LLC History Added to 172,760 13,033 3.2% 3.12% 207 +1,502 0.88% Q4 2025 Feb 11, 2026
Sageworth Trust Co of South Dakota History Added to 172,210 12,991 10.61% 10.25% 208 +24,265 16.4% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Added to 171,618 12,946 0.18% 0.13% 209 +50,867 42.13% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 171,531 12,940 0.16% 0.17% 210 -9,123 -5.05% Q4 2025 Jan 29, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 171,262 12,920 5.23% 5.7% 211 -10,708 -5.88% Q4 2025 Jan 22, 2026
Schulz Wealth, LTD. History Reduced 171,252 12,919 8.28% 8.39% 212 -1,478 -0.86% Q4 2025 Feb 05, 2026
McCarthy Asset Management, Inc. History Added to 170,686 12,876 6.72% 3.39% 213 +98,883 137.71% Q4 2025 Feb 03, 2026
BLAIR WILLIAM & CO/IL History Added to 168,572 12,717 0.03% 0.03% 214 +16,015 10.5% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 166,963 12,624 0.58% 0.05% 215 +161,443 2924.69% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 166,295 12,545 0.07% — 216 +166,295 New Q4 2025 Feb 18, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 164,157 12,383 3.9% 3.24% 217 -20,262 -10.99% Q4 2025 Feb 02, 2026
L.K. Benson & Company, P.C. History Added to 163,700 12,349 6.2% 6.37% 218 +2,873 1.79% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 162,612 12,267 0.24% 0.18% 219 +62,059 61.72% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Added to 160,680 12,121 0.17% 0.13% 220 +12,351 8.33% Q4 2025 Feb 02, 2026
Wrenne Financial Planning LLC History Added to 159,862 12,060 4.91% 5.0% 221 +799 0.5% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Added to 157,338 11,869 0.13% 0.13% 222 +6,131 4.05% Q4 2025 Feb 05, 2026
BARCLAYS PLC History Reduced 157,001 11,844 0.0% 0.0% 223 -20,313 -11.46% Q4 2025 Feb 13, 2026
OLD MISSION CAPITAL LLC History New 156,338 11,794 0.27% — 224 +156,338 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Reduced 155,937 11,763 0.6% 0.73% 225 -5,318 -3.3% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 154,700 11,670 0.01% 0.01% 226 +6,150 4.14% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Added to 154,351 11,644 0.56% 0.5% 227 +13,143 9.31% Q4 2025 Jan 20, 2026
CLUNE & ASSOCIATES, LTD. History Added to 153,131 11,552 2.49% 2.28% 228 +29,025 23.39% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 151,159 11,403 0.14% 0.15% 229 -13,588 -8.25% Q4 2025 Jan 21, 2026
IFP Advisors, Inc History Added to 151,023 11,393 0.26% 0.19% 230 +52,247 52.89% Q4 2025 Feb 06, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 150,974 11,389 0.36% 0.36% 231 +1,545 1.03% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Added to 150,537 11,356 0.06% 0.06% 232 +4,388 3.0% Q4 2025 Feb 12, 2026
Applied Capital LLC History Added to 150,088 11,322 4.36% 4.4% 233 +1,551 1.04% Q4 2025 Jan 16, 2026
BROWN ADVISORY INC History Added to 145,413 10,969 0.02% 0.01% 234 +26,032 21.81% Q4 2025 Feb 13, 2026
RESOLUTE CAPITAL, LLC History New 143,592 10,832 4.53% — 235 +143,592 New Q4 2025 Feb 10, 2026
BANK OF HAWAII History Added to 143,577 10,831 0.54% 0.53% 236 +321 0.22% Q4 2025 Mar 03, 2026
Sunesis Advisors, LLC History Added to 142,328 10,737 4.86% 4.88% 237 +17 0.01% Q4 2025 Feb 02, 2026
ST GERMAIN D J CO INC History Added to 141,915 10,706 0.42% 0.0% 238 +141,102 17355.72% Q4 2025 Jan 29, 2026
Axiom Financial Strategies, LLC History Reduced 141,621 10,683 4.5% 4.5% 239 -816 -0.57% Q4 2025 Jan 23, 2026
Intelligent Financial Strategies History Reduced 139,054 10,490 5.04% 5.01% 240 -1,052 -0.75% Q4 2025 Jan 26, 2026
XY Planning Network, Inc. History Added to 138,955 10,482 1.83% 1.32% 241 +82,957 148.14% Q4 2025 Jan 26, 2026
Avior Wealth Management, LLC History Added to 136,989 10,334 0.32% 0.3% 242 +8,398 6.53% Q4 2025 Jan 06, 2026
SCOTIA CAPITAL INC. History Added to 136,305 10,282 0.04% 0.04% 243 +23,165 20.47% Q4 2025 Feb 12, 2026
Wedmont Private Capital History Added to 132,533 10,235 0.36% 0.28% 244 +31,429 31.09% Q4 2025 Jan 08, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 134,425 10,141 1.78% 1.87% 245 +1,690 1.27% Q4 2025 Jan 21, 2026
MontVue Capital Management, Inc. History Reduced 133,481 10,069 6.7% 6.62% 246 -837 -0.62% Q4 2025 Jan 27, 2026
Center for Financial Planning, Inc. History Reduced 133,417 10,064 1.05% 1.06% 247 -1,428 -1.06% Q4 2025 Feb 05, 2026
New Covenant Trust Company, N.A. History Reduced 130,318 9,974 9.0% 9.36% 248 -6,565 -4.8% Q4 2025 Jan 13, 2026
BFSG, LLC History Added to 132,097 9,965 0.97% 0.86% 249 +10,957 9.04% Q4 2025 Jan 22, 2026
Optas, LLC History Added to 130,877 9,873 1.54% 1.61% 250 +1,370 1.06% Q4 2025 Jan 27, 2026
Nicholas Hoffman & Company, LLC. History Reduced 130,280 9,828 0.23% 0.23% 251 -307 -0.24% Q4 2025 Feb 02, 2026
BRIGHTON JONES LLC History Added to 129,852 9,796 0.36% 0.21% 252 +9,621 8.0% Q4 2025 Jan 27, 2026
FIDUCIARY ADVISORS, INC. History Added to 129,387 9,760 7.42% 7.59% 253 +1,452 1.13% Q4 2025 Jan 27, 2026
Northstar Group, Inc. History Added to 127,688 9,632 1.31% 1.18% 254 +17,166 15.53% Q4 2025 Feb 13, 2026
Beacon Financial Strategies CORP History Added to 127,499 9,618 5.37% 5.46% 255 +1,466 1.16% Q4 2025 Jan 12, 2026
M&T BANK CORP History Added to 125,996 9,505 0.03% 0.01% 256 +89,888 248.94% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 123,386 9,308 0.0% 0.0% 257 +41,416 50.53% Q4 2025 Feb 17, 2026
Wealth Enhancement Trust Services, Inc. History New 120,594 9,097 1.15% — 258 +120,594 New Q4 2025 Jan 27, 2026
M Wealth Management, LLC History Added to 120,484 9,089 7.91% 7.63% 259 +2,282 1.93% Q4 2025 Jan 29, 2026
Winthrop Advisory Group LLC History Added to 120,395 9,082 0.77% 0.76% 260 +2,719 2.31% Q4 2025 Jan 21, 2026
KMT WEALTH MANAGEMENT, LLC History Reduced 120,171 9,065 4.85% 5.13% 261 -9,400 -7.25% Q4 2025 Feb 05, 2026
ADE, LLC History Reduced 118,221 8,918 4.32% 4.39% 262 -23 -0.02% Q4 2025 Feb 10, 2026
Trellis Wealth Advisors LLC History Reduced 117,757 8,883 3.47% 3.53% 263 -255 -0.22% Q4 2025 Jan 26, 2026
Legacy Advisors, LLC History Added to 117,655 8,875 0.95% 0.41% 264 +72,219 158.95% Q4 2025 Jan 27, 2026
DRW Securities, LLC History Added to 117,283 8,847 0.23% 0.04% 265 +89,232 318.11% Q4 2025 Feb 12, 2026
B&D White Capital Company, LLC History Added to 116,505 8,789 1.02% 1.08% 266 +1,485 1.29% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 114,163 8,612 0.17% 0.03% 267 +102,462 875.67% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Reduced 113,358 8,551 0.16% 0.15% 268 -408 -0.36% Q4 2025 Feb 11, 2026
Vernal Point Advisors, LLC History Added to 113,010 8,525 3.52% 3.22% 269 +11,222 11.02% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 112,938 8,520 0.16% 0.16% 270 +2,549 2.31% Q4 2025 Feb 17, 2026
NWAM LLC History Added to 106,530 8,493 0.47% 0.4% 271 +8,977 9.2% Q4 2025 Feb 04, 2026
Latigo Investments, LLC History No change 110,240 8,316 4.09% 4.08% 272 0 0.0% Q4 2025 Feb 17, 2026
Clarity Capital Advisors, LLC History Added to 109,555 8,264 4.13% 4.31% 273 +1,794 1.66% Q4 2025 Feb 11, 2026
Brio Consultants, LLC History Added to 109,303 8,245 1.07% 1.08% 274 +2,740 2.57% Q4 2025 Feb 04, 2026
Freedom Day Solutions, LLC History Reduced 109,215 8,239 2.24% 2.38% 275 -9,915 -8.32% Q4 2025 Feb 04, 2026
GFS Advisors, LLC History Reduced 107,896 8,139 0.97% 1.03% 276 -2,323 -2.11% Q4 2025 Feb 11, 2026
MRWM Advisors, LLC History Reduced 107,486 8,108 4.35% 5.45% 277 -22,747 -17.47% Q4 2025 Jan 26, 2026
Summit Financial, LLC History Added to 106,674 8,047 0.12% 0.11% 278 +9,463 9.73% Q4 2025 Feb 13, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 105,443 7,954 5.55% 4.63% 279 +24,107 29.64% Q4 2025 Feb 11, 2026
Gordian Advisors LLC History Reduced 105,201 7,936 5.26% 5.29% 280 -1,948 -1.82% Q4 2025 Feb 09, 2026
Merit Financial Group, LLC History Reduced 104,828 7,908 0.06% 0.08% 281 -9,865 -8.6% Q4 2025 Jan 26, 2026
San Luis Wealth Advisors LLC History Added to 104,055 7,849 1.31% 1.21% 282 +12,563 13.73% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 103,798 7,830 0.13% 0.04% 283 +74,704 256.77% Q4 2025 Mar 12, 2026
Register Financial Advisors LLC History Added to 102,470 7,730 3.01% 2.83% 284 +4,478 4.57% Q4 2025 Jan 21, 2026
Gotham Asset Management, LLC History Added to 102,151 7,706 0.03% 0.02% 285 +26,712 35.41% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 100,903 7,612 0.01% 0.01% 286 +10,122 11.15% Q4 2025 Jan 30, 2026
GLENMEDE TRUST CO NA History New 100,810 7,605 0.04% — 287 +100,810 New Q4 2025 Feb 17, 2026
SOL Capital Management CO History Added to 100,125 7,553 0.68% 0.66% 288 +432 0.43% Q4 2025 Jan 30, 2026
BURNS J W & CO INC/NY History Added to 99,366 7,496 0.83% 0.79% 289 +4,020 4.22% Q4 2025 Jan 12, 2026
Atlantic Private Wealth, LLC History Reduced 99,188 7,482 4.78% 4.94% 290 -4,828 -4.64% Q4 2025 Feb 11, 2026
Downshift Financial, LLC History New 92,969 7,371 4.55% — 291 +92,969 New Q4 2025 Mar 11, 2026
EVOKE WEALTH, LLC History Added to 97,689 7,369 0.14% 0.14% 292 +1,542 1.6% Q4 2025 Feb 06, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 96,298 7,264 5.79% — 293 +96,298 New Q4 2025 Feb 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 95,469 7,202 0.3% 0.29% 294 +1,727 1.84% Q4 2025 Feb 09, 2026
GSG Advisors LLC History Added to 95,093 7,173 1.85% 1.82% 295 +1,902 2.04% Q4 2025 Jan 08, 2026
McClarren Financial Advisors, Inc. History Reduced 22,927 7,037 4.2% 4.08% 296 -54,231 -70.29% Q4 2025 Jan 13, 2026
BAILARD, INC. History Reduced 91,130 6,874 0.15% 0.15% 297 -914 -0.99% Q4 2025 Feb 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 89,484 6,750 0.42% 0.41% 298 +2,759 3.18% Q4 2025 Feb 17, 2026
Coyle Financial Counsel LLC History Added to 88,829 6,701 1.43% 1.46% 299 +2,372 2.74% Q4 2025 Feb 10, 2026
Altiora Financial Group, LLC History Added to 87,982 6,637 1.14% 1.14% 300 +3,404 4.02% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 87,849 6,627 0.02% 0.02% 301 +5,884 7.18% Q4 2025 Jan 30, 2026
FIRST HORIZON CORP History Reduced 87,634 6,611 0.3% 0.31% 302 -785 -0.89% Q4 2025 Jan 27, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 87,370 6,591 0.32% 0.33% 303 -1,062 -1.2% Q4 2025 Feb 11, 2026
Winter & Associates, Inc. History New 86,844 6,551 6.06% — 304 +86,844 New Q4 2025 Feb 13, 2026
Greenhouse Wealth Management, LLC History Added to 86,347 6,514 3.85% 3.76% 305 +1,172 1.38% Q4 2025 Jan 21, 2026
Hartmann Taylor Wealth Management, LLC History Added to 86,002 6,488 4.38% 4.17% 306 +7,032 8.9% Q4 2025 Jan 15, 2026
Cherry Tree Wealth Management, LLC History Reduced 85,988 6,486 1.37% 1.4% 307 -689 -0.79% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History Added to 85,663 6,462 0.34% 0.33% 308 +230 0.27% Q4 2025 Feb 11, 2026
CGN Advisors LLC History Added to 85,491 6,449 0.51% 0.49% 309 +4,193 5.16% Q4 2025 Jan 05, 2026
NewEdge Wealth, LLC History Added to 85,112 6,420 0.07% 0.07% 311 +22,238 35.37% Q4 2025 Feb 03, 2026
First Heartland Consultants, Inc. History Reduced 85,108 6,420 0.49% 0.62% 310 -19,275 -18.47% Q4 2025 Jan 09, 2026
Composition Wealth, LLC History Added to 82,701 6,238 0.09% 0.09% 312 +4,030 5.12% Q4 2025 Feb 02, 2026
Evanson Asset Management, LLC History Added to 82,370 6,213 0.34% 0.33% 313 +2,331 2.91% Q4 2025 Jan 12, 2026
Central Pacific Bank - Trust Division History No change 82,323 6,210 0.76% 0.73% 314 0 0.0% Q4 2025 Jan 07, 2026
Mustard Seed Financial, LLC History Reduced 81,951 6,182 3.89% 3.92% 315 -1,167 -1.4% Q4 2025 Jan 23, 2026
BOKF, NA History Reduced 81,634 6,158 0.09% 0.09% 316 -323 -0.39% Q4 2025 Feb 03, 2026
Silver Oak Advisory Group, Inc. History Reduced 81,459 6,145 2.78% 2.73% 317 -770 -0.94% Q4 2025 Feb 03, 2026
Pinnacle Wealth Management Group, Inc. History Added to 81,261 6,130 3.06% 2.95% 318 +2,998 3.83% Q4 2025 Jan 23, 2026
CATALYST PRIVATE WEALTH, LLC History Reduced 81,194 6,125 2.68% 2.66% 319 -1,158 -1.41% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Added to 80,569 6,078 0.14% 0.19% 320 +5,582 7.44% Q4 2025 Feb 05, 2026
Roundview Capital LLC History Reduced 80,128 6,044 0.37% 0.39% 321 -4,288 -5.08% Q4 2025 Feb 09, 2026
Valpey Financial Services, LLC History Added to 80,100 6,042 3.86% 3.81% 322 +763 0.96% Q4 2025 Mar 04, 2026
Tanager Wealth Management LLP History No change 79,855 6,024 0.6% 0.62% 323 0 0.0% Q4 2025 Jan 26, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 79,285 6,006 0.41% 0.42% 324 +3,810 5.05% Q4 2025 Jan 15, 2026
Valmark Advisers, Inc. History Added to 79,213 5,975 0.07% 0.07% 325 +4,308 5.75% Q4 2025 Jan 26, 2026
THEORY FINANCIAL LLC History Reduced 74,792 5,972 2.01% 2.36% 326 -14,736 -16.46% Q4 2025 Feb 10, 2026
Briggs Wealth Management, Inc History New 78,754 5,941 6.39% — 327 +78,754 New Q4 2025 Feb 19, 2026
Summit Wealth Group, LLC History Reduced 78,653 5,933 1.39% 1.41% 328 -587 -0.74% Q4 2025 Feb 06, 2026
AMES NATIONAL CORP History Added to 78,640 5,932 3.47% 3.42% 329 +325 0.41% Q4 2025 Feb 13, 2026
Tandem Investment Partners LLC History Reduced 78,445 5,917 4.99% 4.81% 330 -1,324 -1.66% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History Reduced 78,362 5,911 0.2% 0.22% 331 -8,943 -10.24% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 77,929 5,878 0.2% 0.18% 332 +6,756 9.49% Q4 2025 Jan 14, 2026
WoodTrust Financial Corp History Added to 77,454 5,843 0.68% 0.62% 333 +7,089 10.07% Q4 2025 Jan 30, 2026
Twin Tree Management, LP History New 77,300 5,831 0.05% — 334 +77,300 New Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 77,040 5,811 0.01% 0.01% 335 -189 -0.24% Q4 2025 Feb 11, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 70,424 5,785 0.83% 0.71% 336 +11,653 19.83% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 76,545 5,774 0.1% 0.05% 337 +47,235 161.16% Q4 2025 Feb 19, 2026
Global Trust Wealth Management LLC History New 75,863 5,723 4.24% — 338 +75,863 New Q4 2025 Jan 28, 2026
Greenwich Wealth Management LLC History Added to 75,739 5,714 0.25% 0.28% 339 +36 0.05% Q4 2025 Feb 10, 2026
Wick Capital Partners, LLC History Added to 75,585 5,702 1.02% 0.78% 340 +30,762 68.63% Q4 2025 Mar 02, 2026
Integrity Wealth Solutions LLC History Added to 75,282 5,679 2.25% 2.32% 341 +4,334 6.11% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History Added to 75,054 5,662 0.07% 0.05% 342 +23,455 45.46% Q4 2025 Feb 09, 2026
Red Wave Investments LLC History Reduced 75,002 5,658 1.68% 1.71% 343 -1,016 -1.34% Q4 2025 Feb 06, 2026
Madden Advisory Services, Inc. History Reduced 74,916 5,651 2.27% 2.16% 344 -1,091 -1.44% Q4 2025 Feb 11, 2026
Independent Advisor Alliance History Added to 74,582 5,626 0.14% 0.14% 345 +771 1.04% Q4 2025 Feb 04, 2026
Fire Capital Management LLC History Added to 74,451 5,616 2.8% 2.24% 346 +21,283 40.03% Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 74,358 5,609 0.26% 0.23% 347 +2,055 2.84% Q4 2025 Jan 21, 2026
Coastal Bridge Advisors, LLC History Added to 74,325 5,607 0.42% 0.29% 348 +21,525 40.77% Q4 2025 Feb 18, 2026
WARNER FINANCIAL, INC History Added to 73,665 5,557 1.93% 1.97% 349 +1,742 2.42% Q4 2025 Jan 21, 2026
Wescott Financial Advisory Group, LLC History Reduced 73,502 5,544 0.48% 0.65% 350 -25,043 -25.41% Q4 2025 Feb 12, 2026
Good Steward Wealth Advisors,LLC History Added to 73,332 5,532 3.65% 3.65% 351 +1,500 2.09% Q4 2025 Jan 22, 2026
Financial Architects, LLC History Added to 73,263 5,526 2.97% 3.01% 352 +1,088 1.51% Q4 2025 Jan 21, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 72,987 5,506 1.71% 2.15% 353 +3,354 4.82% Q4 2025 Jan 08, 2026
MGO ONE SEVEN LLC History Added to 72,932 5,502 0.11% 0.12% 354 +3,542 5.1% Q4 2025 Feb 03, 2026
Azimuth Capital Investment Management LLC History Added to 71,229 5,373 0.19% 0.19% 355 +29 0.04% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 70,859 5,345 0.06% 0.05% 356 +14,326 25.34% Q4 2025 Jan 15, 2026
Arista Wealth Management, LLC History Reduced 70,807 5,341 0.66% 0.71% 357 -6,954 -8.94% Q4 2025 Feb 09, 2026
PINNACLE ASSOCIATES LTD History Reduced 70,707 5,334 0.07% 0.07% 358 -806 -1.13% Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Added to 70,578 5,324 0.4% 0.35% 359 +9,112 14.82% Q4 2025 Feb 13, 2026
Orcam Financial Group History Reduced 70,282 5,302 3.97% 4.21% 360 -707 -1.0% Q4 2025 Feb 06, 2026
Linscomb Wealth, Inc. History Reduced 70,096 5,288 0.22% 0.23% 361 -1,994 -2.77% Q4 2025 Feb 10, 2026
Wayfinding Financial, LLC History Reduced 70,093 5,287 2.24% 2.48% 362 -8,288 -10.57% Q4 2025 Feb 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 69,559 5,247 0.88% — 363 +69,559 New Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 69,546 5,246 0.01% 0.01% 364 +14,080 25.38% Q4 2025 Jan 23, 2026
Walker Financial Services, Inc. History Reduced 69,326 5,230 1.9% 2.72% 365 -25,906 -27.2% Q4 2025 Jan 28, 2026
INTEGRATED WEALTHCARE, LLC History New 69,229 5,222 4.39% — 366 +69,229 New Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History Added to 69,207 5,220 0.06% 0.04% 367 +19,417 39.0% Q4 2025 Jan 21, 2026
JFS WEALTH ADVISORS, LLC History Added to 69,189 5,219 0.29% 0.29% 368 +1,675 2.48% Q4 2025 Jan 14, 2026
HUNTINGTON NATIONAL BANK History Added to 69,149 5,216 0.03% 0.03% 369 +1,946 2.9% Q4 2025 Feb 09, 2026
Warwick Investment Management, Inc. History Reduced 67,347 5,080 0.78% 0.88% 370 -1,684 -2.44% Q4 2025 Jan 15, 2026
Scott & Selber, Inc. History Added to 67,232 5,071 1.27% 1.25% 371 +387 0.58% Q4 2025 Jan 09, 2026
Main Street Financial Solutions, LLC History Added to 67,098 5,061 0.38% 0.31% 372 +1,648 2.52% Q4 2025 Feb 17, 2026
Prudent Man Advisors, LLC History Reduced 67,057 5,058 1.84% 1.85% 373 -1,150 -1.69% Q4 2025 Feb 11, 2026
Sterling Wealth Management, Inc. History Reduced 67,005 5,054 1.44% 1.59% 374 -4,432 -6.2% Q4 2025 Feb 17, 2026
TD Capital Management LLC History Added to 66,952 5,050 0.45% 0.41% 375 +4,563 7.31% Q4 2025 Feb 26, 2026
TD Waterhouse Canada Inc. History Added to 66,777 5,036 0.03% 0.03% 376 +3,282 5.17% Q4 2025 Jan 27, 2026
North Star Investment Management Corp. History Added to 66,465 5,014 0.31% 0.28% 377 +6,798 11.39% Q4 2025 Jan 30, 2026
MAYPORT, LLC History Added to 65,678 4,954 1.0% 1.03% 378 +858 1.32% Q4 2025 Jan 21, 2026
CITADEL ADVISORS LLC History Reduced 65,000 4,903 0.0% 0.0% 379 -18,416 -22.08% Q4 2025 Feb 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 64,600 4,873 1.02% 0.4% 380 +43,650 208.35% Q4 2025 Feb 13, 2026
Disciplined Investors, L.L.C. History Added to 64,177 4,841 3.18% 2.94% 381 +7,920 14.08% Q4 2025 Feb 10, 2026
TFO Wealth Partners, LLC History No change 64,151 4,839 0.72% 0.77% 382 0 0.0% Q4 2025 Feb 05, 2026
Sagace Wealth Management LLC History Reduced 64,111 4,836 3.28% 3.23% 383 -678 -1.05% Q4 2025 Feb 02, 2026
Cynosure Group, LLC History Added to 63,891 4,819 0.49% 0.42% 384 +11,381 21.67% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 63,820 4,814 0.01% 0.01% 385 -10,238 -13.82% Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Added to 63,702 4,805 0.56% 0.56% 386 +6 0.01% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 65,128 4,804 0.01% 0.01% 387 +1,887 2.98% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 63,559 4,794 0.1% 0.1% 388 -4,536 -6.66% Q4 2025 Feb 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 62,956 4,749 0.34% 0.29% 389 +6,328 11.17% Q4 2025 Feb 12, 2026
Shepherd Financial Partners LLC History No change 62,299 4,699 0.44% 0.44% 390 0 0.0% Q4 2025 Feb 10, 2026
Eschler Asset Management LLP History New 62,218 4,693 3.16% — 391 +62,218 New Q4 2025 Feb 13, 2026
Unconventional Investor, LLC History Added to 62,110 4,685 2.23% 2.17% 392 +3,156 5.35% Q4 2025 Feb 05, 2026
NBT BANK N A /NY History Added to 61,975 4,675 0.3% 0.18% 393 +25,250 68.75% Q4 2025 Jan 23, 2026
Fiduciary Group, LLC History Reduced 61,257 4,621 0.39% 0.4% 394 -1,245 -1.99% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 60,514 4,565 0.31% 0.34% 395 -874 -1.42% Q4 2025 Feb 02, 2026
Sovereign Investment Advisors, LLC History Added to 60,218 4,542 1.14% 1.19% 396 +836 1.41% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 59,722 4,505 0.52% 0.57% 397 -1,422 -2.33% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 59,573 4,494 0.08% 0.08% 398 +10,028 20.24% Q4 2025 Feb 06, 2026
Crescent Grove Advisors, LLC History Added to 59,465 4,486 0.42% 0.41% 399 +1,013 1.73% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Added to 59,417 4,482 0.21% 0.2% 400 +4,145 7.5% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 59,321 4,475 0.1% 0.1% 401 +604 1.03% Q4 2025 Feb 04, 2026
Hoxton Planning & Management, LLC History Added to 59,289 4,472 1.34% 1.05% 402 +14,815 33.31% Q4 2025 Feb 11, 2026
Gradient Capital Advisors, LLC History Reduced 58,427 4,407 1.14% 1.17% 403 -1,153 -1.94% Q4 2025 Feb 06, 2026
Strategic Investment Solutions, Inc. /IL History Added to 57,335 4,367 1.05% 0.88% 404 +13,282 30.15% Q4 2025 Feb 27, 2026
Facet Wealth, Inc. History Added to 53,390 4,310 0.08% 0.02% 405 +39,390 281.36% Q4 2025 Jan 29, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 57,063 4,304 1.44% 1.41% 406 +1,573 2.83% Q4 2025 Jan 22, 2026
Empirical Finance, LLC History No change 57,025 4,301 0.21% 0.2% 407 0 0.0% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 56,506 4,262 0.0% 0.0% 408 +3,036 5.68% Q4 2025 Feb 10, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 56,405 4,255 0.13% 0.11% 409 +4,610 8.9% Q4 2025 Jan 13, 2026
Joel Adams & Associates, Inc. History Added to 56,316 4,248 3.19% 3.02% 410 +5,310 10.41% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Added to 55,714 4,203 0.22% 0.2% 411 +8,289 17.48% Q4 2025 Jan 20, 2026
VAN STRUM & TOWNE INC. History Added to 55,673 4,199 1.17% 0.75% 412 +20,872 59.98% Q4 2025 Feb 03, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 55,420 4,180 0.2% 0.03% 413 +48,291 677.39% Q4 2025 Jan 28, 2026
Perigon Wealth Management, LLC History Reduced 55,289 4,170 0.07% 0.08% 414 -747 -1.33% Q4 2025 Jan 16, 2026
PROFFITT & GOODSON INC History Reduced 55,103 4,156 0.58% 0.59% 415 -525 -0.94% Q4 2025 Jan 27, 2026
RWA WEALTH PARTNERS, LLC History Reduced 54,785 4,132 0.05% 0.06% 416 -13,691 -19.99% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History Added to 54,408 4,104 0.04% 0.04% 417 +2,414 4.64% Q4 2025 Jan 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 54,144 4,084 0.44% 0.49% 418 -6,183 -10.25% Q4 2025 Jan 28, 2026
EverSource Wealth Advisors, LLC History Reduced 53,350 4,024 0.15% 0.16% 419 -2,049 -3.7% Q4 2025 Feb 06, 2026
Global Trust Asset Management, LLC History Added to 53,261 4,018 1.59% 0.62% 420 +34,573 185.0% Q4 2025 Jan 20, 2026
BridgePort Financial Solutions, LLC History Reduced 52,704 3,975 1.07% 1.35% 421 -15,788 -23.05% Q4 2025 Jan 16, 2026
Financial Symmetry Inc History Added to 52,548 3,964 1.62% 1.25% 422 +14,544 38.27% Q4 2025 Jan 28, 2026
Cypress Capital, LLC History Reduced 51,909 3,916 1.1% 3.27% 423 -103,635 -66.63% Q4 2025 Feb 06, 2026
Headland Capital, LLC History Reduced 51,133 3,857 1.07% 1.12% 424 -2,970 -5.49% Q4 2025 Jan 28, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 50,574 3,815 0.83% 1.12% 425 -14,333 -22.08% Q4 2025 Feb 02, 2026
BBR PARTNERS, LLC History Added to 50,027 3,774 0.2% 0.21% 426 +70 0.14% Q4 2025 Feb 11, 2026
Portside Wealth Group, LLC History Added to 49,829 3,759 0.51% 0.42% 427 +8,554 20.72% Q4 2025 Jan 21, 2026
DIVERSIFIED MANAGEMENT INC History New 49,665 3,746 0.87% — 428 +49,665 New Q4 2025 Jan 26, 2026
Principle Wealth Partners LLC History Added to 49,560 3,738 0.21% 0.21% 429 +202 0.41% Q4 2025 Feb 06, 2026
Robertson Stephens Wealth Management, LLC History Reduced 49,465 3,731 0.1% 0.11% 430 -1,848 -3.6% Q4 2025 Feb 02, 2026
Verity Asset Management, Inc. History Reduced 49,334 3,721 1.6% 2.56% 431 -57,544 -53.84% Q4 2025 Jan 30, 2026
Regal Investment Advisors LLC History Added to 48,921 3,690 0.22% 0.13% 432 +21,800 80.38% Q4 2025 Feb 17, 2026
Everest Management Corp. History Added to 48,915 3,690 2.06% 2.27% 433 +431 0.89% Q4 2025 Feb 02, 2026
Selective Wealth Management, Inc. History Added to 46,852 3,682 1.15% 0.92% 434 +8,470 22.07% Q4 2025 Jan 16, 2026
Gateway Wealth Partners, LLC History Added to 48,774 3,679 0.41% 0.44% 436 +4,537 10.26% Q4 2025 Feb 11, 2026
WASHINGTON TRUST BANK History Reduced 48,777 3,679 0.26% 0.27% 435 -659 -1.33% Q4 2025 Feb 04, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 48,622 3,668 2.45% 2.29% 437 +1,580 3.36% Q4 2025 Jan 22, 2026
Atlas Legacy Advisors, LLC History Added to 48,539 3,661 0.64% 0.67% 438 +1,141 2.41% Q4 2025 Jan 29, 2026
Rothschild Wealth LLC History Added to 48,328 3,645 0.35% 0.2% 439 +35,640 280.9% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 48,182 3,634 0.01% 0.0% 440 +13,035 37.09% Q4 2025 Feb 12, 2026
Sage Investment Advisers LLC History New 47,861 3,610 2.71% — 442 +47,861 New Q4 2025 Feb 10, 2026
Smith & Howard Wealth Management, LLC History Added to 47,859 3,610 0.81% 0.78% 441 +2,038 4.45% Q4 2025 Feb 03, 2026
Leelyn Smith, LLC History Added to 47,762 3,603 0.52% 0.47% 443 +5,576 13.22% Q4 2025 Jan 28, 2026
SBI Securities Co., Ltd. History Added to 46,928 3,540 0.09% 0.08% 444 +5,183 12.42% Q4 2025 Feb 03, 2026
Roger Wittlin Investment Advisory, LLC History Added to 46,844 3,533 2.47% 1.82% 445 +2,190 4.9% Q4 2025 Jan 20, 2026
PROSPERITY BANCSHARES INC History New 46,514 3,509 3.17% — 446 +46,514 New Q4 2025 Feb 17, 2026
Bath Savings Trust Co History Added to 46,074 3,475 0.35% 0.32% 447 +1,777 4.01% Q4 2025 Jan 12, 2026
CreativeOne Wealth, LLC History Added to 46,061 3,474 0.08% 0.08% 448 +2,667 6.15% Q4 2025 Feb 13, 2026
Cushing Capital Partners, LLC History Reduced 45,948 3,466 2.57% 2.85% 449 -3,498 -7.07% Q4 2025 Jan 14, 2026
DAVENPORT & Co LLC History Added to 45,901 3,462 0.02% 0.01% 450 +13,471 41.54% Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Added to 45,828 3,457 0.02% 0.02% 451 +7,618 19.94% Q4 2025 Jan 26, 2026
Leo Wealth, LLC History Added to 45,762 3,452 0.25% 0.39% 452 +5,323 13.16% Q4 2025 Jan 21, 2026
WEDBUSH SECURITIES INC History Added to 45,642 3,443 0.1% 0.09% 453 +10,071 28.31% Q4 2025 Feb 12, 2026
Wealthspire Retirement, LLC History Added to 45,083 3,401 0.21% 0.2% 454 +2,605 6.13% Q4 2025 Feb 18, 2026
Friday Financial History Added to 44,846 3,383 1.19% 0.84% 455 +17,669 65.01% Q4 2025 Jan 09, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 44,586 3,363 0.18% 0.26% 456 +3,500 8.52% Q4 2025 Feb 09, 2026
Old Peak Finance LLC History New 44,538 3,359 2.07% — 457 +44,538 New Q4 2025 Feb 10, 2026
CWM, LLC History Added to 44,318 3,343 0.01% 0.01% 458 +6,796 18.11% Q4 2025 Jan 26, 2026
Cypress Point Wealth Management, LLC History Added to 44,299 3,341 0.73% 0.65% 459 +455 1.04% Q4 2025 Feb 02, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 44,278 3,340 0.22% 0.22% 460 -372 -0.83% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 44,180 3,332 0.02% 0.03% 461 -27,813 -38.63% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History Added to 44,126 3,328 0.53% 0.51% 462 +915 2.12% Q4 2025 Jan 23, 2026
BCS Wealth Management History Added to 43,874 3,309 0.33% 0.36% 463 +21,921 99.85% Q4 2025 Jan 26, 2026
BEACON ADVISORS HOLDINGS, LLC History New 43,711 3,297 1.74% — 464 +43,711 New Q4 2025 Feb 27, 2026
WADDELL & ASSOCIATES, LLC History Reduced 43,666 3,294 0.22% 0.28% 465 -1,341 -2.98% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Added to 43,574 3,287 0.0% 0.0% 466 +26,110 149.51% Q4 2025 Feb 11, 2026
LYNCH & ASSOCIATES/IN History Added to 43,149 3,255 0.62% 0.6% 467 +621 1.46% Q4 2025 Jan 07, 2026
OneAscent Financial Services LLC History Reduced 43,140 3,254 0.3% 1.85% 468 -162,280 -79.0% Q4 2025 Feb 11, 2026
Value Investment Professionals, LLC History New 43,041 3,247 3.4% — 469 +43,041 New Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 42,717 3,222 0.06% 0.06% 470 +4,246 11.04% Q4 2025 Feb 12, 2026
Alhambra Investment Management LLC History Added to 42,656 3,217 1.5% 1.46% 471 +922 2.21% Q4 2025 Jan 15, 2026
Accredited Investors Inc. History Reduced 42,468 3,203 0.17% 0.18% 472 -1,140 -2.61% Q4 2025 Feb 05, 2026
Gold Investment Management Ltd. History Added to 42,330 3,193 1.02% 1.03% 473 +464 1.11% Q4 2025 Jan 28, 2026
Carroll Advisory Group, LLC History New 42,206 3,184 1.38% — 474 +42,206 New Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Reduced 40,187 3,160 0.1% 0.11% 475 -1,747 -4.17% Q4 2025 Jan 23, 2026
PENNEY FINANCIAL, LLC History Added to 41,273 3,113 1.2% 1.24% 476 +3,624 9.63% Q4 2025 Jan 21, 2026
Essex Financial Services, Inc. History Added to 41,206 3,108 0.18% 0.17% 477 +2,530 6.54% Q4 2025 Feb 10, 2026
Bricktown Capital, LLC History No change 41,175 3,106 0.52% 0.5% 478 0 0.0% Q4 2025 Jan 15, 2026
Centric Wealth Management History Added to 38,731 3,102 0.66% 0.17% 479 +28,569 281.14% Q4 2025 Feb 04, 2026
New Republic Capital, LLC History Added to 41,116 3,101 0.83% 0.74% 480 +8,191 24.88% Q4 2025 Feb 10, 2026
Everhart Financial Group, Inc. History Added to 41,048 3,096 0.29% 0.3% 481 +69 0.17% Q4 2025 Jan 07, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 40,847 3,081 1.4% 1.09% 482 -1,439 -3.4% Q4 2025 Jan 23, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 40,798 3,077 2.89% — 483 +40,798 New Q4 2025 Feb 02, 2026
Canvas Wealth Advisors, LLC History Added to 40,387 3,046 0.52% 0.52% 485 +2,139 5.59% Q4 2025 Jan 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 40,389 3,046 0.19% 0.19% 484 +112 0.28% Q4 2025 Jan 23, 2026
RBF Capital, LLC History No change 40,000 3,017 0.13% 0.13% 486 0 0.0% Q4 2025 Feb 17, 2026
FIDUCIENT ADVISORS LLC History Reduced 39,825 3,004 0.37% 2.75% 487 -280,077 -87.55% Q4 2025 Feb 10, 2026
M Holdings Securities, Inc. History New 39,729 2,997 0.21% — 488 +39,729 New Q4 2025 Feb 11, 2026
O'Brien Wealth Partners LLC History No change 39,603 2,987 0.39% 0.39% 489 0 0.0% Q4 2025 Jan 22, 2026
Fort Henry Capital, LLC History Added to 39,574 2,985 1.83% 1.74% 490 +2,215 5.93% Q4 2025 Jan 23, 2026
Sicart Associates LLC History No change 39,326 2,966 0.79% 0.78% 491 0 0.0% Q4 2025 Jan 14, 2026
Aberdeen Wealth Management LLC History Added to 39,140 2,952 1.37% 1.77% 492 +791 2.06% Q4 2025 Feb 12, 2026
Kastel Capital Advisors, LLC History New 39,010 2,942 1.81% — 493 +39,010 New Q4 2025 Feb 18, 2026
Belpointe Asset Management LLC History Added to 38,968 2,939 0.11% 0.1% 494 +3,627 10.26% Q4 2025 Jan 27, 2026
Wellspring Financial Advisors, LLC History No change 2,933,385 2,933 0.23% 0.27% 495 0 0.0% Q4 2025 Feb 11, 2026
United Community Bank History Added to 38,876 2,932 1.11% 0.66% 496 +9,668 33.1% Q4 2025 Jan 30, 2026
J.W. COLE ADVISORS, INC. History Reduced 45,945 2,931 0.07% 0.1% 497 -25,280 -35.49% Q4 2025 Feb 11, 2026
Financial Planning Hawaii, Inc. History New 38,832 2,929 1.69% — 498 +38,832 New Q4 2025 Jan 15, 2026
Continuum Advisory, LLC History Reduced 38,676 2,917 0.29% 0.3% 499 -9 -0.02% Q4 2025 Feb 11, 2026
Curi Capital, LLC History Added to 38,604 2,912 0.05% 0.05% 500 +4,118 11.94% Q4 2025 Feb 17, 2026
Comprehensive Financial Management LLC History No change 38,568 2,909 0.09% 0.08% 501 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 38,422 2,899 0.0% 0.04% 502 -356,304 -90.27% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Reduced 37,481 2,899 0.06% 0.07% 503 -281 -0.74% Q4 2025 Jan 08, 2026
Woodside Wealth Management LLC History Added to 38,410 2,897 2.16% 2.14% 505 +1,468 3.97% Q4 2025 Jan 30, 2026
Glassman Wealth Services History Added to 38,413 2,897 0.39% 0.39% 504 +779 2.07% Q4 2025 Jan 28, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 38,244 2,885 0.24% 0.23% 506 +1,587 4.33% Q4 2025 Feb 03, 2026
Frank, Rimerman Advisors LLC History No change 38,234 2,884 0.18% 0.18% 507 0 0.0% Q4 2025 Jan 15, 2026
Pacific Park Financial, Inc. History New 37,880 2,857 1.78% — 508 +37,880 New Q4 2025 Jan 30, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 37,325 2,815 0.6% 0.49% 509 -2,595 -6.5% Q4 2025 Feb 17, 2026
Passumpsic Savings Bank History New 37,233 2,808 1.54% — 510 +37,233 New Q4 2025 Feb 05, 2026
Clayton Partners LLC History Reduced 37,199 2,806 2.03% 2.1% 511 -419 -1.11% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Added to 37,092 2,798 0.16% 0.15% 512 +3,012 8.84% Q4 2025 Feb 04, 2026
Brookwood Investment Group LLC History Reduced 36,924 2,785 0.33% 0.35% 513 -176 -0.47% Q4 2025 Jan 22, 2026
Gibraltar Capital Management, Inc. History No change 36,069 2,721 0.46% 0.48% 514 0 0.0% Q4 2025 Feb 02, 2026
Sigma Planning Corp History Added to 35,914 2,709 0.07% 0.06% 515 +5,098 16.54% Q4 2025 Jan 30, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 35,761 2,697 1.82% 2.67% 516 -18,903 -34.58% Q4 2025 Feb 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 32,763 2,691 0.78% 0.54% 517 +11,333 52.88% Q4 2025 Feb 10, 2026
Davidson Kahn Capital Management, LLC History Added to 35,399 2,670 1.39% 0.86% 518 +14,515 69.5% Q4 2025 Jan 28, 2026
COMMERCE BANK History Added to 35,195 2,655 0.01% 0.01% 519 +200 0.57% Q4 2025 Feb 13, 2026
Columbia Asset Management History Added to 34,694 2,617 0.47% 0.46% 520 +932 2.76% Q4 2025 Jan 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 34,627 2,612 0.05% 0.07% 521 -11,097 -24.27% Q4 2025 Feb 06, 2026
Reality Financial Planning Services, LLC History New 34,590 2,609 2.5% — 522 +34,590 New Q4 2025 Feb 12, 2026
Confluence Wealth Services, Inc. History Added to 34,212 2,580 0.11% 0.12% 523 +446 1.32% Q4 2025 Jan 28, 2026
Truepoint, Inc. History No change 34,144 2,575 0.06% 0.06% 524 0 0.0% Q4 2025 Feb 11, 2026
Kathmere Capital Management, LLC History Added to 34,085 2,571 0.17% 0.17% 525 +2,382 7.51% Q4 2025 Jan 13, 2026
NBC SECURITIES, INC. History Added to 33,989 2,564 0.19% 0.17% 526 +3,945 13.13% Q4 2025 Jan 29, 2026
PRINCIPAL SECURITIES, INC. History Added to 33,833 2,552 0.04% 0.03% 527 +7,037 26.26% Q4 2025 Feb 12, 2026
RFG Advisory, LLC History Added to 33,502 2,527 0.05% 0.05% 528 +1,588 4.98% Q4 2025 Feb 03, 2026
Graney & King, LLC History Added to 33,318 2,513 1.47% 1.64% 529 +1,153 3.58% Q4 2025 Feb 13, 2026
Brady Martz Wealth Solutions, LLC History Reduced 33,214 2,505 0.44% 0.46% 530 -932 -2.73% Q4 2025 Jan 15, 2026
OmniStar Financial Group, Inc. History Added to 33,180 2,503 1.47% 1.39% 531 +1,860 5.94% Q4 2025 Feb 17, 2026
Upper Left Wealth Management, LLC History Added to 33,011 2,490 1.52% 1.4% 532 +2,566 8.43% Q4 2025 Jan 22, 2026
Avalon Trust Co History Reduced 33,000 2,489 0.16% 0.2% 533 -8,000 -19.51% Q4 2025 Feb 09, 2026
CULBERTSON A N & CO INC History No change 32,875 2,480 0.34% 0.34% 534 0 0.0% Q4 2025 Jan 21, 2026
Family Investment Center, Inc. History Reduced 32,701 2,466 0.5% 0.52% 535 -1,391 -4.08% Q4 2025 Jan 23, 2026
Olde Wealth Management, LLC History Reduced 32,643 2,462 0.76% 0.76% 536 -117 -0.36% Q4 2025 Feb 12, 2026
Summit Trail Advisors, LLC History Added to 32,612 2,460 0.04% 0.01% 537 +23,050 241.06% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 32,532 2,457 0.0% 0.0% 538 +24,591 309.67% Q4 2025 Feb 05, 2026
OFC FINANCIAL PLANNING, LLC History Reduced 32,568 2,456 2.33% 2.45% 539 -1,126 -3.34% Q4 2025 Feb 04, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 32,180 2,427 0.55% 0.62% 540 -2,415 -6.98% Q4 2025 Jan 26, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 32,171 2,426 0.56% 0.56% 541 +234 0.73% Q4 2025 Jan 06, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Reduced 32,074 2,419 0.93% 0.97% 542 -1,841 -5.43% Q4 2025 Jan 21, 2026
NVWM, LLC History Added to 32,030 2,416 0.53% 0.52% 543 +309 0.97% Q4 2025 Jan 20, 2026
BOSTON FAMILY OFFICE LLC History Added to 32,003 2,414 0.15% 0.15% 544 +288 0.91% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Reduced 30,246 2,405 0.06% 0.06% 545 -1,506 -4.74% Q4 2025 Jan 28, 2026
CULLEN/FROST BANKERS, INC. History Added to 31,829 2,401 0.03% 0.02% 546 +3,817 13.63% Q4 2025 Feb 06, 2026
Financial Engines Advisors L.L.C. History Reduced 31,787 2,398 0.0% 0.01% 547 -9,965 -23.87% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Reduced 31,742 2,394 0.08% 0.08% 548 -1,015 -3.1% Q4 2025 Feb 03, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 31,703 2,391 0.39% 0.29% 549 +8,930 39.21% Q4 2025 Feb 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 31,624 2,385 1.04% 1.03% 550 +1,023 3.34% Q4 2025 Jan 29, 2026
S&T BANK/PA History No change 31,517 2,377 0.75% 0.65% 551 0 0.0% Q4 2025 Feb 13, 2026
Fortis Capital Advisors, LLC History Reduced 31,238 2,356 0.35% 0.36% 552 -116 -0.37% Q4 2025 Jan 27, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History Added to 31,204 2,354 6.61% 6.34% 553 +410 1.33% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 31,180 2,352 0.03% 0.0% 554 +29,140 1428.43% Q4 2025 Feb 13, 2026
NICOLET BANKSHARES INC History Added to 31,064 2,343 0.38% 0.31% 555 +4,376 16.4% Q4 2025 Feb 09, 2026
Human Investing LLC History Added to 31,041 2,341 0.33% 0.33% 556 +426 1.39% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 30,963 2,336 0.01% 0.01% 557 +3,124 11.22% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Added to 30,903 2,331 0.28% 0.27% 558 +1,100 3.69% Q4 2025 Jan 13, 2026
Serenus Wealth Advisors, LLC History Reduced 30,873 2,329 0.45% 0.39% 559 -158 -0.51% Q4 2025 Jan 28, 2026
Hills Bank & Trust Co History Added to 30,526 2,302 0.13% 0.13% 560 +473 1.57% Q4 2025 Feb 05, 2026
Arete Wealth Advisors, LLC History Reduced 30,506 2,301 0.14% 0.14% 561 -562 -1.81% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 30,235 2,280 0.02% 0.02% 562 -1,704 -5.34% Q4 2025 Feb 13, 2026
Avalon Advisory Group History Reduced 30,200 2,278 0.93% 1.02% 563 -4,040 -11.8% Q4 2025 Jan 29, 2026
FLAGSTAR ADVISORS INC History Reduced 30,109 2,271 0.76% 0.69% 564 -470 -1.54% Q4 2025 Jan 13, 2026
SilverOak Wealth Management LLC History Added to 30,065 2,268 0.36% 0.35% 565 +1,697 5.98% Q4 2025 Jan 28, 2026
Raab & Moskowitz Asset Management LLC History Added to 30,029 2,265 0.5% 0.48% 566 +898 3.08% Q4 2025 Jan 20, 2026
Traynor Capital Management, Inc. History Reduced 29,946 2,259 0.12% 0.14% 567 -4,052 -11.92% Q4 2025 Jan 12, 2026
Rockbridge Investment Management, LCC History Reduced 29,863 2,252 0.21% 0.26% 568 -5,601 -15.79% Q4 2025 Feb 04, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 29,764 2,245 0.0% 0.0% 569 +25,703 632.92% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Reduced 29,707 2,241 0.16% 0.17% 570 -68 -0.23% Q4 2025 Jan 21, 2026
FIRST MANHATTAN CO. LLC. History Reduced 29,663 2,237 0.01% 0.01% 571 -16 -0.05% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 29,613 2,233 2.13% — 572 +29,613 New Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Added to 29,578 2,231 0.02% 0.01% 573 +7,818 35.93% Q4 2025 Feb 12, 2026
INKWELL CAPITAL LLC History Reduced 29,370 2,215 2.25% 2.21% 574 -155 -0.52% Q4 2025 Feb 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 29,287 2,209 0.03% 0.03% 575 +3,703 14.47% Q4 2025 Feb 09, 2026
West Financial Advisors, LLC History Added to 29,284 2,209 0.37% 0.35% 576 +183 0.63% Q4 2025 Jan 13, 2026
Everstar Asset Management, LLC History Reduced 29,261 2,208 1.18% 1.24% 577 -424 -1.43% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History Reduced 29,217 2,204 0.1% 0.1% 578 -91 -0.31% Q4 2025 Jan 29, 2026
REGIONS FINANCIAL CORP History Reduced 29,020 2,189 0.01% 0.02% 579 -3,507 -10.78% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Reduced 28,985 2,186 0.13% 0.12% 580 -831 -2.79% Q4 2025 Feb 17, 2026
Alta Wealth Advisors LLC History No change 28,986 2,186 0.73% 0.76% 581 0 0.0% Q4 2025 Feb 03, 2026
CRA Financial Services, LLC History Added to 28,694 2,164 0.28% 0.21% 582 +7,298 34.11% Q4 2025 Jan 16, 2026
Nikulski Financial, Inc. History Reduced 28,685 2,163 0.52% 0.9% 583 -20,082 -41.18% Q4 2025 Jan 15, 2026
Moors & Cabot, Inc. History Added to 28,658 2,161 0.09% 0.05% 584 +12,612 78.6% Q4 2025 Feb 10, 2026
Asset Advisory Group, Inc. History New 28,625 2,159 1.08% — 586 +28,625 New Q4 2025 Feb 12, 2026
Savvy Advisors, Inc. History Added to 28,629 2,159 0.07% 0.07% 585 +6,514 29.46% Q4 2025 Jan 20, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 28,318 2,136 0.01% 0.0% 587 +22,363 375.53% Q4 2025 Feb 12, 2026
Unify Financial Advisors History New 28,166 2,124 2.21% — 588 +28,166 New Q4 2025 Apr 08, 2026
Sendero Wealth Management, LLC History Added to 28,071 2,117 0.23% 0.09% 589 +18,158 183.17% Q4 2025 Jan 13, 2026
Hyposwiss Advisors SA History New 27,936 2,107 2.07% — 590 +27,936 New Q4 2025 Feb 17, 2026
Clark Asset Management, LLC History Added to 27,646 2,085 0.22% 0.17% 592 +7,373 36.37% Q4 2025 Jan 27, 2026
Strategic Financial Services, Inc. History Reduced 25,725 2,085 0.1% 0.1% 591 -275 -1.06% Q4 2025 Feb 09, 2026
KFA Private Wealth Group, LLC History Added to 27,600 2,082 0.51% 0.57% 593 +467 1.72% Q4 2025 Jan 07, 2026
SwitchPoint Financial Planning, LLC History No change 27,588 2,081 1.46% 1.47% 594 0 0.0% Q4 2025 Feb 17, 2026
Waldron Private Wealth LLC History Added to 27,520 2,076 0.08% 0.08% 595 +29 0.11% Q4 2025 Jan 14, 2026
NorthRock Partners, LLC History Added to 27,442 2,070 0.03% 0.03% 596 +1,566 6.05% Q4 2025 Feb 17, 2026
Successful Portfolios LLC History Added to 26,448 2,058 1.05% 1.12% 597 +238 0.91% Q4 2025 Jan 23, 2026
United Financial Planning Group LLC History Added to 27,116 2,045 1.24% 1.25% 598 +136 0.5% Q4 2025 Feb 11, 2026
Troutman Wealth Management, LLC History New 27,082 2,043 1.69% — 599 +27,082 New Q4 2025 Feb 18, 2026
DSG Capital Advisors, LLC History New 25,725 2,022 0.31% — 600 +25,725 New Q4 2025 Jan 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 26,680 2,012 0.03% — 601 +26,680 New Q4 2025 Feb 09, 2026
Plancorp, LLC History Added to 26,484 1,997 0.06% 0.06% 602 +290 1.11% Q4 2025 Feb 05, 2026
Coordinated Financial Services, Inc. History Reduced 26,425 1,993 1.15% 1.33% 603 -1,794 -6.36% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Reduced 26,364 1,988 0.17% 0.17% 604 -39 -0.15% Q4 2025 Jan 26, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 26,298 1,983 0.71% 0.73% 605 -189 -0.71% Q4 2025 Jan 14, 2026
CHOREO, LLC History Reduced 26,153 1,981 0.03% 0.03% 606 -881 -3.26% Q4 2025 Jan 23, 2026
Retirement Investment Advisors, Inc. History Reduced 26,193 1,976 0.16% 0.17% 607 -1,003 -3.69% Q4 2025 Jan 21, 2026
Essex LLC History Reduced 26,154 1,973 0.35% 0.35% 608 -8 -0.03% Q4 2025 Jan 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 26,153 1,972 0.04% 0.03% 609 +4,425 20.37% Q4 2025 Jan 23, 2026
Wingate Wealth Advisors, Inc. History Reduced 26,106 1,969 1.1% 1.38% 610 -1,028 -3.79% Q4 2025 Jan 28, 2026
Hardin Capital Partners, LLC History Added to 26,099 1,968 0.93% 0.97% 611 +1,442 5.85% Q4 2025 Jan 09, 2026
Affiance Financial, LLC History Added to 26,086 1,967 0.32% 0.33% 612 +1,300 5.24% Q4 2025 Jan 21, 2026
Baldwin Investment Management, LLC History Added to 25,743 1,942 0.22% 0.21% 613 +479 1.9% Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History Added to 25,734 1,941 0.79% 0.84% 614 +459 1.82% Q4 2025 Jan 21, 2026
Clearstead Trust, LLC History Added to 25,565 1,928 0.3% 0.31% 615 +489 1.95% Q4 2025 Feb 09, 2026
Legacy Bridge, LLC History Added to 25,364 1,913 0.78% 0.77% 616 +5 0.02% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 25,319 1,910 0.07% 0.07% 617 +445 1.79% Q4 2025 Feb 12, 2026
Trinity Wealth Management, LLC History Added to 25,160 1,898 0.7% 0.67% 618 +777 3.19% Q4 2025 Jan 15, 2026
Lynch Asset Management, Inc. History No change 25,150 1,897 0.6% 0.59% 619 0 0.0% Q4 2025 Jan 23, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 23,755 1,892 2.44% 3.04% 620 -3,856 -13.97% Q4 2025 Feb 23, 2026
Mosaic Advisors LLC History No change 24,856 1,875 3.59% 4.42% 621 0 0.0% Q4 2025 Feb 18, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 24,777 1,869 0.0% — 622 +24,777 New Q4 2025 Feb 13, 2026
COGENT STRATEGIC WEALTH LLC History New 23,469 1,866 2.03% — 623 +23,469 New Q4 2025 Mar 02, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 24,232 1,828 0.44% 0.36% 624 +4,552 23.13% Q4 2025 Jan 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 24,148 1,821 0.06% 0.04% 625 +9,797 68.27% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 24,005 1,810 0.0% 0.0% 626 -25,276 -51.29% Q4 2025 Feb 09, 2026
Chicago Capital, LLC History Added to 23,916 1,804 0.04% 0.03% 627 +7,685 47.35% Q4 2025 Jan 26, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 23,761 1,792 0.62% 0.11% 628 +19,805 500.63% Q4 2025 Jan 27, 2026
GWN SECURITIES INC. History Added to 23,750 1,791 0.36% 0.39% 629 +925 4.05% Q4 2025 Feb 11, 2026
TABR Capital Management, LLC History Reduced 23,697 1,787 1.19% 14.0% 630 -255,566 -91.51% Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Reduced 23,618 1,781 0.06% 0.06% 631 -6,436 -21.41% Q4 2025 Jan 09, 2026
Empower Advisory Group, LLC History Added to 23,238 1,753 0.0% 0.0% 632 +4,898 26.71% Q4 2025 Feb 12, 2026
Investment Advisory Group, LLC History Added to 23,164 1,747 0.45% 0.45% 633 +609 2.7% Q4 2025 Jan 23, 2026
Apollon Financial, LLC History Added to 23,011 1,735 0.25% 0.28% 634 +243 1.07% Q4 2025 Jan 22, 2026
Strathmore Capital Advisors, Inc. History New 22,977 1,733 0.57% — 636 +22,977 New Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Added to 22,972 1,733 0.0% 0.0% 635 +3,902 20.46% Q4 2025 Feb 13, 2026
OLIO Financial Planning History Reduced 22,843 1,723 0.48% 0.5% 637 -152 -0.66% Q4 2025 Jan 21, 2026
Capital World Investors History New 22,663 1,716 0.0% — 638 +22,663 New Q4 2025 Feb 11, 2026
ATLAS CAPITAL ADVISORS INC. History New 22,528 1,699 0.19% — 640 +22,528 New Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Reduced 22,529 1,699 0.02% 0.02% 639 -2,191 -8.86% Q4 2025 Feb 10, 2026
FSA Investment Group, LLC History Added to 22,353 1,686 1.03% 0.91% 641 +2,635 13.36% Q4 2025 Jan 13, 2026
WESBANCO BANK INC History Added to 22,228 1,676 0.05% 0.04% 642 +626 2.9% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Reduced 22,191 1,674 0.03% 0.04% 643 -6,602 -22.93% Q4 2025 Jan 14, 2026
Calder Financial LLC History New 22,158 1,671 1.64% — 644 +22,158 New Q4 2025 Jan 23, 2026
D.B. Root & Company, LLC History Added to 22,096 1,666 0.41% 0.41% 645 +209 0.95% Q4 2025 Feb 03, 2026
Cannon Financial Strategists, Inc. History Added to 22,028 1,661 0.23% 0.23% 646 +392 1.81% Q4 2025 Feb 04, 2026
Arlington Trust Co LLC History Reduced 21,998 1,659 0.17% 0.3% 647 -800 -3.51% Q4 2025 Jan 30, 2026
Meridian Wealth Management, LLC History Added to 21,861 1,649 0.06% 0.06% 648 +498 2.33% Q4 2025 Feb 04, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 21,764 1,641 0.6% 0.63% 649 +1,615 8.02% Q4 2025 Feb 12, 2026
Creekside Partners History Reduced 21,703 1,637 0.69% 0.84% 650 -4,281 -16.48% Q4 2025 Feb 13, 2026
CACTI ASSET MANAGEMENT LLC History New 21,605 1,633 0.1% — 651 +21,605 New Q4 2025 Jan 02, 2026
Lionsbridge Wealth Management LLC History Added to 21,553 1,625 1.64% 1.49% 652 +940 4.56% Q4 2025 Jan 26, 2026
Almanack Investment Partners, LLC. History Reduced 21,504 1,622 0.28% 0.25% 653 -554 -2.51% Q4 2025 Jan 29, 2026
Forum Financial Management, LP History Added to 21,493 1,621 0.02% 0.02% 654 +6,129 39.89% Q4 2025 Jan 27, 2026
North Capital, Inc. History Added to 21,487 1,620 1.4% 1.2% 655 +326 1.54% Q4 2025 Feb 18, 2026
IHT Wealth Management, LLC History Added to 21,422 1,616 0.04% 0.04% 656 +1,245 6.17% Q4 2025 Feb 17, 2026
IRON Financial LLC History Added to 21,284 1,605 0.74% 0.74% 657 +234 1.11% Q4 2025 Jan 22, 2026
Cambridge Advisors Inc. History Added to 21,262 1,604 0.31% 0.29% 658 +1,395 7.02% Q4 2025 Jan 21, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 21,245 1,602 0.85% 0.75% 659 +2,680 14.44% Q4 2025 Feb 11, 2026
Seed Wealth Management, Inc. History No change 21,244 1,602 1.1% 1.08% 660 0 0.0% Q4 2025 Jan 21, 2026
DAVIS R M INC History No change 21,222 1,600 0.03% 0.03% 661 0 0.0% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 21,116 1,592 0.04% 0.02% 662 +8,011 61.13% Q4 2025 Jan 29, 2026
FIRST CITIZENS BANK & TRUST CO History New 20,950 1,580 0.03% — 663 +20,950 New Q4 2025 Feb 18, 2026
TWO SIGMA SECURITIES, LLC History Added to 20,890 1,575 0.22% 0.1% 664 +11,666 126.47% Q4 2025 Feb 17, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 20,867 1,574 0.11% 0.09% 666 +3,224 18.27% Q4 2025 Jan 08, 2026
Prospera Financial Services Inc History Added to 20,861 1,574 0.03% 0.02% 665 +1,246 6.35% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 20,843 1,572 0.13% 0.13% 667 0 0.0% Q4 2025 Feb 04, 2026
Duncan Williams Asset Management, LLC History Added to 19,559 1,569 0.39% 0.3% 668 +5,048 34.79% Q4 2025 Feb 05, 2026
Badgley Phelps Wealth Managers, LLC History Added to 20,473 1,544 0.03% 0.03% 669 +1,620 8.59% Q4 2025 Jan 28, 2026
ATLas Financial Planning LLC History New 20,414 1,540 1.51% — 670 +20,414 New Q4 2025 Feb 17, 2026
Pacific Center for Financial Services History No change 20,940 1,538 0.39% 0.39% 671 0 0.0% Q4 2025 Feb 17, 2026
Edge Financial Advisors LLC History Reduced 20,299 1,531 0.64% 0.71% 672 -1,200 -5.58% Q4 2025 Jan 28, 2026
Fonville Wealth Management LLC History Reduced 20,284 1,530 0.31% 0.34% 673 -152 -0.74% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History Added to 20,227 1,525 0.05% 0.04% 674 +2,991 17.35% Q4 2025 Feb 11, 2026
FLYWHEEL PRIVATE WEALTH LLC History Added to 20,159 1,520 0.95% 0.88% 675 +4,866 31.82% Q4 2025 Jan 14, 2026
Pitti Group Wealth Management, LLC History Reduced 20,083 1,515 1.25% 1.29% 676 -598 -2.89% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 20,046 1,512 0.0% — 677 +20,046 New Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 20,034 1,511 0.07% 0.08% 678 -2,147 -9.68% Q4 2025 Feb 11, 2026
UNITED BANK History No change 20,000 1,508 0.2% 0.18% 679 0 0.0% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 19,857 1,504 0.02% 0.02% 680 +786 4.12% Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History Added to 19,932 1,503 0.03% 0.02% 682 +5,704 40.09% Q4 2025 Feb 09, 2026
DeDora Capital, Inc. History Added to 19,930 1,503 0.36% 0.33% 681 +1,248 6.68% Q4 2025 Jan 22, 2026
Meridian Wealth Partners, LLC History Added to 19,806 1,494 0.21% 0.2% 683 +44 0.22% Q4 2025 Feb 13, 2026
Wiser Wealth Management, Inc History Reduced 19,770 1,491 0.33% 0.36% 684 -1,846 -8.54% Q4 2025 Jan 12, 2026
M3 Advisory Group, LLC History Added to 19,713 1,487 0.91% 0.85% 685 +1,095 5.88% Q4 2025 Jan 16, 2026
Smithfield Trust Co History Reduced 19,666 1,483 0.07% 0.08% 686 -3,457 -14.95% Q4 2025 Feb 09, 2026
NIXON PEABODY TRUST CO History Added to 19,646 1,482 0.11% 0.1% 687 +965 5.17% Q4 2025 Feb 06, 2026
Safe Harbor Fiduciary, LLC History New 19,585 1,477 1.31% — 689 +19,585 New Q4 2025 Feb 17, 2026
NOVEM GROUP History Reduced 19,584 1,477 0.17% 0.17% 688 -2 -0.01% Q4 2025 Jan 27, 2026
Concurrent Investment Advisors, LLC History Added to 19,485 1,469 0.02% 0.01% 690 +9,740 99.95% Q4 2025 Jan 29, 2026
Gridiron Partners, LLC History Reduced 19,427 1,465 0.83% 0.81% 691 -1,667,863 -98.85% Q4 2025 Jan 08, 2026
True Wealth Design, LLC History Added to 19,356 1,460 0.43% 0.02% 692 +18,602 2467.11% Q4 2025 Jan 08, 2026
Geneos Wealth Management Inc. History Added to 19,267 1,453 0.04% 0.03% 693 +5,210 37.06% Q4 2025 Jan 28, 2026
DecisionPoint Financial, LLC History Added to 19,065 1,438 0.32% 0.29% 694 +2,143 12.66% Q4 2025 Jan 29, 2026
Calamos Wealth Management LLC History No change 19,040 1,436 0.05% 0.05% 695 0 0.0% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History Reduced 19,023 1,435 0.02% 0.02% 697 -2,473 -11.5% Q4 2025 Jan 16, 2026
Bridgewater Advisors Inc. History Reduced 18,262 1,435 0.09% 0.09% 696 -232 -1.25% Q4 2025 Jan 23, 2026
Financial Connections Group, Inc. History Added to 18,970 1,431 0.49% 0.54% 698 +10 0.05% Q4 2025 Jan 23, 2026
FIRST COMMUNITY TRUST NA History Added to 18,831 1,420 1.06% 0.5% 699 +9,982 112.8% Q4 2025 Jan 16, 2026
True Vision MN LLC History Reduced 18,797 1,418 0.72% 0.73% 700 -315 -1.65% Q4 2025 Jan 14, 2026
NorthLanding Financial Partners, LLC History Reduced 18,778 1,416 1.14% 1.18% 701 -400 -2.09% Q4 2025 Jan 26, 2026
Strategies Wealth Advisors, LLC History Reduced 18,782 1,416 0.14% 0.14% 702 -23 -0.12% Q4 2025 Feb 13, 2026
WMG Financial Advisors, LLC History Reduced 18,610 1,403 0.58% 0.49% 704 -1,238 -6.24% Q4 2025 Jan 28, 2026
FIDUCIARY TRUST CO History No change 18,599 1,403 0.02% 0.02% 703 0 0.0% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Added to 18,511 1,396 0.14% 0.08% 705 +7,298 65.09% Q4 2025 Jan 13, 2026
Partners in Financial Planning History Reduced 18,517 1,396 0.24% 0.24% 706 -19 -0.1% Q4 2025 Feb 02, 2026
Cyndeo Wealth Partners, LLC History No change 18,399 1,388 0.07% 0.08% 707 0 0.0% Q4 2025 Jan 07, 2026
Elm Partners Management LLC History Added to 18,391 1,387 0.06% 0.07% 708 +43 0.23% Q4 2025 Feb 10, 2026
Clarius Group, LLC History Reduced 18,015 1,359 0.08% 0.09% 709 -1,663 -8.45% Q4 2025 Jan 14, 2026
Blankinship & Foster, LLC History Reduced 18,009 1,358 0.29% 0.29% 710 -20 -0.11% Q4 2025 Jan 23, 2026
BLB&B Advisors, LLC History Reduced 17,990 1,357 0.06% 0.06% 711 -333 -1.82% Q4 2025 Jan 26, 2026
DT Investment Partners, LLC History Reduced 17,948 1,353 0.11% 0.11% 712 -436 -2.37% Q4 2025 Feb 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 17,835 1,345 0.19% 0.15% 714 +5,134 40.42% Q4 2025 Jan 12, 2026
Tortoise Investment Management, LLC History Reduced 17,831 1,345 0.12% 0.12% 713 -226 -1.25% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 17,816 1,344 0.01% 0.0% 715 +10,081 130.33% Q4 2025 Feb 17, 2026
CORA CAPITAL ADVISORS LLC History Added to 17,731 1,337 0.52% 0.54% 716 +312 1.79% Q4 2025 Jan 28, 2026
Donalies Financial Planning, LLC History New 17,682 1,333 1.14% — 717 +17,682 New Q4 2025 Feb 17, 2026
CAPITAL CITY TRUST CO/FL History Added to 17,643 1,330 0.3% 0.29% 718 +1,256 7.66% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History Added to 17,143 1,330 0.01% 0.01% 719 +126 0.74% Q4 2025 Jan 26, 2026
First Command Advisory Services, Inc. History Reduced 17,526 1,322 0.01% 0.01% 720 -1,313 -6.97% Q4 2025 Feb 11, 2026
CoreCap Advisors, LLC History Added to 17,523 1,321 0.05% 0.03% 721 +6,078 53.11% Q4 2025 Jan 13, 2026
Hudock, Inc. History Added to 17,415 1,313 0.19% 0.18% 722 +1,164 7.16% Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History Added to 17,407 1,313 0.08% 0.08% 723 +144 0.83% Q4 2025 Jan 29, 2026
Integrated Advisors Network LLC History Added to 17,173 1,295 0.06% 0.05% 724 +269 1.59% Q4 2025 Feb 17, 2026
Milestone Investment Advisors LLC History Added to 17,159 1,294 0.31% 0.29% 725 +1,517 9.7% Q4 2025 Feb 11, 2026
Chevy Chase Trust Holdings, LLC History Added to 17,136 1,292 0.0% 0.0% 726 +1,740 11.3% Q4 2025 Feb 13, 2026
OAK FAMILY ADVISORS, LLC History Added to 17,122 1,291 0.35% 0.09% 727 +12,297 254.86% Q4 2025 Feb 03, 2026
ENTRUST FINANCIAL LLC History New 17,087 1,289 0.96% — 729 +17,087 New Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 17,099 1,289 0.05% 0.05% 728 +3,742 28.02% Q4 2025 Feb 09, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 16,987 1,281 0.37% 0.34% 730 +2,011 13.43% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 16,938 1,279 0.06% 0.05% 731 +993 6.23% Q4 2025 Feb 12, 2026
WEIK CAPITAL MANAGEMENT History Added to 16,800 1,267 0.47% 0.46% 732 +10 0.06% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 16,748 1,263 0.0% 0.01% 733 -79,465 -82.59% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 16,050 1,262 0.06% 0.06% 734 +864 5.69% Q4 2025 Jan 21, 2026
HARDING LOEVNER LP History New 16,692 1,259 0.01% — 735 +16,692 New Q4 2025 Feb 17, 2026
RIVERBRIDGE PARTNERS LLC History New 16,692 1,259 0.02% — 736 +16,692 New Q4 2025 Jan 13, 2026
Trueblood Wealth Management, LLC History Added to 16,673 1,257 0.49% 0.46% 737 +490 3.03% Q4 2025 Jan 21, 2026
HALL LAURIE J TRUSTEE History No change 16,629 1,254 0.42% 0.4% 738 0 0.0% Q4 2025 Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 16,480 1,243 0.02% 0.02% 739 -2,294 -12.22% Q4 2025 Feb 10, 2026
Csenge Advisory Group History Reduced 16,396 1,236 0.06% 0.08% 740 -5,561 -25.33% Q4 2025 Feb 06, 2026
Bedel Financial Consulting, Inc. History Reduced 16,362 1,234 0.13% 0.16% 741 -882 -5.11% Q4 2025 Jan 28, 2026
Pinnacle Financial Group, LLC / IL History No change 16,285 1,228 0.36% 0.36% 742 0 0.0% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Added to 16,244 1,225 0.04% 0.04% 743 +81 0.5% Q4 2025 Jan 20, 2026
SITTNER & NELSON, LLC History Added to 15,107 1,224 0.43% 0.25% 744 +5,565 58.32% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History New 16,221 1,223 0.07% — 746 +16,221 New Q4 2025 Jan 29, 2026
HBW ADVISORY SERVICES LLC History Reduced 16,216 1,223 0.13% 0.14% 745 -412 -2.48% Q4 2025 Jan 23, 2026
Werba Rubin Papier Wealth Management History Reduced 16,176 1,220 0.33% 0.19% 747 -30 -0.19% Q4 2025 Jan 27, 2026
Carter Financial, LLC History New 16,169 1,219 1.08% — 750 +16,169 New Q4 2025 Mar 17, 2026
Ellis Investment Partners, LLC History Added to 16,170 1,219 0.21% 0.19% 748 +1,848 12.9% Q4 2025 Feb 02, 2026
Red Door Wealth Management, LLC History Added to 16,165 1,219 0.13% 0.13% 749 +78 0.48% Q4 2025 Jan 20, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 16,139 1,217 0.07% 0.07% 751 +427 2.72% Q4 2025 Feb 10, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 16,108 1,215 0.36% 0.36% 752 +287 1.81% Q4 2025 Feb 13, 2026
Capital Wealth Alliance, LLC History Added to 14,767 1,213 0.52% 0.45% 753 +2,416 19.56% Q4 2025 Feb 17, 2026
Wallace Advisory Group, LLC History Reduced 15,985 1,205 1.26% 1.05% 754 -3,016 -15.87% Q4 2025 Jan 23, 2026
Avidian Wealth Enterprises, LLC History Added to 15,922 1,201 0.04% 0.04% 755 +2,884 22.12% Q4 2025 Feb 02, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 14,988 1,196 0.8% 0.74% 756 +731 5.13% Q4 2025 Feb 17, 2026
Cambria Investment Management, L.P. History Reduced 15,846 1,195 0.07% 0.07% 757 -689 -4.17% Q4 2025 Feb 17, 2026
Independent Family Office, LLC History No change 15,774 1,189 0.5% 0.49% 758 0 0.0% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 15,646 1,180 0.02% 0.02% 759 +63 0.4% Q4 2025 Jan 30, 2026
Tilson Financial Group, Inc. History Reduced 15,638 1,179 0.36% 0.38% 760 -46 -0.29% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 15,503 1,174 0.04% 0.06% 763 +2,247 16.95% Q4 2025 Feb 13, 2026
SC&H Financial Advisors, Inc. History Added to 15,565 1,174 0.18% 0.18% 762 +351 2.31% Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History Added to 15,572 1,174 0.06% 0.06% 761 +102 0.66% Q4 2025 Feb 10, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 15,447 1,165 0.63% 0.65% 764 -277 -1.76% Q4 2025 Feb 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 15,276 1,152 0.01% 0.01% 765 0 0.0% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Added to 15,259 1,151 0.03% 0.05% 766 +3,881 34.11% Q4 2025 Feb 10, 2026
Nabity-Jensen Investment Management Inc History Added to 15,240 1,149 0.78% 0.68% 767 +1,813 13.5% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Added to 15,169 1,144 0.05% 0.05% 768 +941 6.61% Q4 2025 Feb 10, 2026
Lummis Asset Management, LP History Reduced 15,081 1,137 0.7% 0.73% 769 -14 -0.09% Q4 2025 Feb 10, 2026
Kaydan Wealth Management, Inc. History Reduced 15,065 1,136 0.33% 0.33% 770 -571 -3.65% Q4 2025 Jan 12, 2026
ProVise Management Group, LLC History Reduced 14,980 1,130 0.08% 0.08% 771 -402 -2.61% Q4 2025 Jan 29, 2026
Obermeyer Wealth Partners History New 14,929 1,126 0.05% — 772 +14,929 New Q4 2025 Jan 29, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 14,930 1,126 0.77% 0.81% 773 +178 1.21% Q4 2025 Feb 05, 2026
VestGen Investment Management History Added to 14,924 1,125 0.62% 0.61% 774 +1,202 8.76% Q4 2025 Feb 18, 2026
Auxano Advisors, LLC History Added to 14,918 1,125 0.22% 0.23% 775 +271 1.85% Q4 2025 Feb 06, 2026
Capital Group Private Client Services, Inc. History Reduced 14,914 1,125 0.02% 0.02% 776 -28 -0.19% Q4 2025 Feb 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 14,899 1,123 0.02% 0.02% 777 -1,206 -7.49% Q4 2025 Jan 22, 2026
Investment Research & Advisory Group, Inc. History Added to 14,867 1,121 0.37% 0.36% 778 +578 4.05% Q4 2025 Jan 20, 2026
Bryant Woods Investment Advisors, LLC History No change 14,817 1,117 0.43% 0.43% 779 0 0.0% Q4 2025 Jan 23, 2026
Aufman Associates Inc History Added to 14,665 1,106 0.57% 0.6% 780 +260 1.8% Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 14,614 1,102 0.06% 0.05% 781 +3,321 29.41% Q4 2025 Jan 26, 2026
Etesian Wealth Advisors, Inc. History Reduced 14,605 1,101 0.35% 0.38% 782 -901 -5.81% Q4 2025 Feb 11, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 14,586 1,100 0.29% 0.29% 783 +135 0.93% Q4 2025 Feb 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 14,550 1,097 0.03% 0.03% 784 -444 -2.96% Q4 2025 Feb 03, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 14,439 1,089 0.52% 0.51% 785 +208 1.46% Q4 2025 Jan 21, 2026
Diversified Portfolios, Inc. History Added to 14,409 1,087 0.09% 0.08% 786 +1,818 14.44% Q4 2025 Feb 09, 2026
Intrinsic Value Partners, LLC History Reduced 14,417 1,087 0.82% 0.89% 787 -500 -3.35% Q4 2025 Jan 21, 2026
Magnolia Private Wealth, LLC History No change 14,317 1,080 0.75% 0.77% 788 0 0.0% Q4 2025 Feb 06, 2026
Berger Financial Group, Inc History Added to 14,261 1,075 0.06% 0.05% 789 +1,829 14.71% Q4 2025 Jan 27, 2026
Old North State Wealth Management, LLC History Added to 14,259 1,075 0.51% 0.45% 790 +1,062 8.05% Q4 2025 Jan 23, 2026
Roehl & Yi Investment Advisors, LLC History New 22,611 1,073 0.43% — 791 +22,611 New Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 14,218 1,072 0.04% 0.04% 792 -822 -5.47% Q4 2025 Feb 09, 2026
Hurley Capital, LLC History Reduced 14,200 1,071 0.6% 0.6% 793 -359 -2.47% Q4 2025 Feb 17, 2026
BAYBAN History New 14,181 1,069 0.94% — 794 +14,181 New Q4 2025 Mar 05, 2026
Discipline Wealth Solutions, LLC History Added to 14,107 1,064 0.2% 0.09% 795 +9,624 214.68% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Added to 14,037 1,059 0.01% 0.01% 796 +757 5.7% Q4 2025 Feb 02, 2026
14B Captial Management LP History New 14,000 1,056 0.85% — 798 +14,000 New Q4 2025 Feb 17, 2026
Matrix Trust Co History Reduced 14,000 1,056 0.17% 0.19% 797 -2,179 -13.47% Q4 2025 Jan 13, 2026
O'ROURKE & COMPANY, Inc History Added to 13,941 1,051 0.41% 0.37% 799 +1,776 14.6% Q4 2025 Jan 28, 2026
Lebenthal Global Advisors, LLC History Added to 13,875 1,046 0.16% 0.15% 800 +2,132 18.16% Q4 2025 Jan 28, 2026
Tolleson Wealth Management, Inc. History Reduced 13,831 1,043 0.15% 0.18% 801 -1,743 -11.19% Q4 2025 Feb 17, 2026
Cambridge Financial Group, LLC History Added to 15,112 1,036 0.36% 0.32% 802 +1,603 11.87% Q4 2025 Jan 09, 2026
Mutual Advisors, LLC History Added to 13,711 1,034 0.02% 0.02% 803 +93 0.68% Q4 2025 Feb 02, 2026
Ankerstar Wealth, LLC History New 13,703 1,033 1.03% — 804 +13,703 New Q4 2025 Feb 12, 2026
Keystone Financial Group History Added to 13,566 1,023 0.08% 0.08% 805 +118 0.88% Q4 2025 Feb 06, 2026
Ervin Investment Management, LLC History Reduced 13,539 1,021 0.57% 0.58% 806 -270 -1.96% Q4 2025 Jan 23, 2026
Koshinski Asset Management, Inc. History Added to 13,513 1,019 0.07% 0.05% 807 +3,735 38.2% Q4 2025 Feb 03, 2026
Farnam Financial LLC History Reduced 13,469 1,016 0.76% 0.9% 808 -2,249 -14.31% Q4 2025 Jan 26, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 13,458 1,015 0.01% 0.01% 809 +5,815 76.08% Q4 2025 Feb 10, 2026
Capital International Investors History New 13,397 1,014 0.0% — 811 +13,397 New Q4 2025 Feb 11, 2026
FULTON BANK, N.A. History Added to 13,443 1,014 0.04% 0.03% 810 +768 6.06% Q4 2025 Jan 08, 2026
Stonekeep Investments, LLC History No change 13,428 1,013 0.65% 0.62% 812 0 0.0% Q4 2025 Jan 07, 2026
Arkos Global Advisors History No change 13,402 1,011 0.13% 0.13% 813 0 0.0% Q4 2025 Feb 13, 2026
Urban Wealth Management, LLC History New 13,361 1,007 0.94% — 815 +13,361 New Q4 2025 Jan 30, 2026
Western Wealth Management, LLC History Added to 13,359 1,007 0.05% 0.02% 814 +8,997 206.26% Q4 2025 Feb 05, 2026
Procyon Advisors, LLC History Reduced 13,330 1,005 0.05% 0.06% 816 -695 -4.96% Q4 2025 Jan 07, 2026
Mission Creek Capital Partners, Inc. History Added to 13,265 1,000 0.2% 0.07% 817 +8,693 190.14% Q4 2025 Feb 12, 2026
Welch Group, LLC History No change 13,239 998 0.04% 0.04% 818 0 0.0% Q4 2025 Jan 26, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 13,223 997 0.46% 0.44% 819 0 0.0% Q4 2025 Jan 26, 2026
CHRISTINE MESSMER PC History New 13,192 995 0.65% — 821 +13,192 New Q4 2025 Feb 03, 2026
SAX WEALTH ADVISORS, LLC History Reduced 13,199 995 0.05% 0.06% 820 -1,085 -7.6% Q4 2025 Jan 12, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 13,184 994 0.43% 0.41% 822 +1,263 10.59% Q4 2025 Jan 22, 2026
Liberty Capital Management, Inc. History Reduced 13,173 993 0.18% 0.28% 823 -6,909 -34.4% Q4 2025 Jan 26, 2026
Exit Wealth Advisors, LLC. History Reduced 13,160 992 0.59% 0.68% 824 -651 -4.71% Q4 2025 Feb 10, 2026
Quadrant Private Wealth Management, LLC History Added to 13,112 989 0.16% 0.11% 825 +4,858 58.86% Q4 2025 Jan 26, 2026
STEPHENS INC /AR/ History Added to 12,945 976 0.01% 0.01% 826 +1,219 10.4% Q4 2025 Feb 05, 2026
Glass Jacobson Investment Advisors llc History Added to 12,861 970 0.35% 0.33% 827 +599 4.89% Q4 2025 Jan 22, 2026
RKL Wealth Management LLC History Added to 12,787 964 0.08% 0.08% 828 +159 1.26% Q4 2025 Feb 12, 2026
Capital Research Global Investors History New 12,709 962 0.0% — 829 +12,709 New Q4 2025 Feb 11, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 12,765 962 0.31% 0.39% 830 -2,742 -17.68% Q4 2025 Jan 27, 2026
CERTUITY, LLC History Added to 12,741 961 0.06% 0.04% 831 +4,159 48.46% Q4 2025 Jan 30, 2026
Wealth Architects, LLC History Added to 12,626 952 0.09% 0.09% 832 +5 0.04% Q4 2025 Feb 17, 2026
SYKON CAPITAL LLC History Reduced 12,612 951 0.31% 6.71% 833 -261,150 -95.39% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 12,576 948 0.02% 0.02% 834 +2,976 31.0% Q4 2025 Feb 09, 2026
FC Advisory LLC History Added to 12,560 947 0.27% 0.27% 835 +83 0.67% Q4 2025 Jan 13, 2026
Morton Brown Family Wealth, LLC History Reduced 12,530 945 0.26% 0.28% 836 -843 -6.3% Q4 2025 Jan 28, 2026
Compound Planning, Inc. History Added to 12,519 944 0.03% 0.02% 837 +5,094 68.61% Q4 2025 Feb 19, 2026
Aurdan Capital Management, LLC History No change 12,498 942 0.29% 0.29% 838 0 0.0% Q4 2025 Jan 12, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 12,460 940 0.54% 0.53% 839 +42 0.34% Q4 2025 Jan 16, 2026
MASECO LLP History New 12,452 939 0.04% — 841 +12,452 New Q4 2025 Jan 22, 2026
Wealth Group Ltd History Added to 12,450 939 0.21% 0.21% 840 +355 2.94% Q4 2025 Jan 12, 2026
Apollon Wealth Management, LLC History Added to 12,364 932 0.02% 0.01% 842 +4,809 63.65% Q4 2025 Jan 22, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 12,295 927 0.07% 0.03% 843 +6,938 129.51% Q4 2025 Feb 12, 2026
B. Riley Wealth Advisors, Inc. History Added to 12,228 922 0.04% 0.04% 844 +375 3.16% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 12,204 920 0.02% 0.02% 845 +7,433 155.8% Q4 2025 Feb 17, 2026
DiPaolo Financial Group, Inc. History New 12,071 910 0.97% — 846 +12,071 New Q4 2025 Feb 24, 2026
Veratis Advisors, Inc. History New 11,080 908 0.72% — 848 +11,080 New Q4 2025 Feb 18, 2026
Certified Advisory Corp History Added to 12,049 908 0.08% 0.08% 847 +982 8.87% Q4 2025 Jan 12, 2026
CWA Asset Management Group, LLC History Added to 12,027 907 0.03% 0.02% 849 +4,061 50.98% Q4 2025 Jan 07, 2026
SJS Investment Consulting Inc. History Added to 12,000 905 0.11% 0.11% 850 +1,000 9.09% Q4 2025 Jan 21, 2026
McAdam, LLC History Added to 11,944 901 0.04% 0.03% 851 +3,361 39.16% Q4 2025 Feb 13, 2026
Icon Wealth Advisors, LLC History Added to 11,950 901 0.06% 0.05% 852 +1,395 13.22% Q4 2025 Feb 13, 2026
Ballentine Partners, LLC History Added to 11,904 898 0.01% 0.01% 853 +2,005 20.25% Q4 2025 Feb 03, 2026
Meredith Wealth Planning History Reduced 11,913 898 0.27% 0.28% 854 -132 -1.1% Q4 2025 Jan 16, 2026
Rooted Wealth Advisors, Inc. History Added to 11,140 893 0.25% 0.22% 855 +1,406 14.44% Q4 2025 Feb 09, 2026
Valley Financial Group, Inc. History Reduced 11,769 887 0.5% 0.96% 856 -11,412 -49.23% Q4 2025 Feb 18, 2026
High Net Worth Advisory Group LLC History Added to 11,734 885 0.2% 0.15% 857 +3,077 35.54% Q4 2025 Jan 23, 2026
UNIQUE WEALTH, LLC History Added to 11,727 884 0.12% 0.05% 859 +7,229 160.72% Q4 2025 Jan 06, 2026
AGF MANAGEMENT LTD History Added to 11,730 884 0.0% 0.0% 858 +1,225 11.66% Q4 2025 Feb 17, 2026
Peterson Wealth Advisors, LLC History Added to 11,701 882 0.12% 0.13% 860 +58 0.5% Q4 2025 Jan 09, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 11,615 876 0.07% 0.06% 861 +1,402 13.73% Q4 2025 Jan 27, 2026
Gradient Investments LLC History Added to 11,550 871 0.01% 0.01% 862 +711 6.56% Q4 2025 Jan 08, 2026
Freedom Investment Management, Inc. History Added to 11,528 869 0.25% 0.22% 863 +105 0.92% Q4 2025 Feb 06, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 11,470 865 0.13% 0.13% 865 -5 -0.04% Q4 2025 Jan 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 11,467 865 0.19% 0.19% 864 +1 0.01% Q4 2025 Jan 26, 2026
Chesley Taft & Associates LLC History Added to 11,458 864 0.03% 0.03% 866 +2,103 22.48% Q4 2025 Jan 14, 2026
Drucker Wealth 3.0, LLC History Reduced 11,446 863 0.15% 0.16% 867 -570 -4.74% Q4 2025 Feb 03, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Reduced 11,421 861 0.42% 1.75% 868 -27,438 -70.61% Q4 2025 Feb 17, 2026
VERITY Wealth Advisors History No change 11,409 860 0.53% 0.53% 869 0 0.0% Q4 2025 Jan 07, 2026
Providence First Trust Co History Added to 11,391 859 0.3% 0.28% 870 +279 2.51% Q4 2025 Feb 03, 2026
LPWM LLC History New 11,347 856 0.22% — 871 +11,347 New Q4 2025 Jan 06, 2026
Traveka Wealth, LLC History Added to 11,355 856 0.35% 0.37% 872 +1 0.01% Q4 2025 Jan 08, 2026
Palisade Asset Management, LLC History Added to 11,261 849 0.08% 0.08% 873 +227 2.06% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Added to 11,230 847 0.01% 0.01% 874 +2,445 27.83% Q4 2025 Jan 13, 2026
Essential Planning, LLC. History Reduced 11,207 845 0.27% 0.3% 875 -463 -3.97% Q4 2025 Jan 15, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 11,179 843 0.28% 0.31% 876 -761 -6.37% Q4 2025 Jan 27, 2026
Aspire Private Capital, LLC History Reduced 11,144 840 0.19% 0.17% 877 -352 -3.06% Q4 2025 Jan 16, 2026
Amicus Financial Advisors, LLC History New 11,106 837 0.23% — 878 +11,106 New Q4 2025 Mar 02, 2026
Carl P. Sherr & Co., LLC History No change 10,500 836 0.37% 0.37% 879 0 0.0% Q4 2025 Feb 09, 2026
J.M. Arbour, LLC History New 11,023 831 0.83% — 880 +11,023 New Q4 2025 Jan 26, 2026
Stratos Investment Management, LLC History Reduced 11,012 830 0.03% 0.03% 881 -39 -0.35% Q4 2025 Jan 20, 2026
Tennessee Valley Asset Management Partners History Added to 10,951 826 0.11% 0.11% 882 +107 0.99% Q4 2025 Feb 05, 2026
EdgeRock Capital LLC History Added to 10,937 825 0.22% 0.17% 884 +2,670 32.3% Q4 2025 Jan 14, 2026
Onyx Bridge Wealth Group LLC History Added to 10,937 825 0.09% 0.09% 883 +1 0.01% Q4 2025 Feb 18, 2026
Anchor Investment Management, LLC History Added to 10,886 821 0.07% 0.06% 885 +487 4.68% Q4 2025 Feb 26, 2026
Daviman Financial, LLC History New 10,861 819 0.48% — 886 +10,861 New Q4 2025 Feb 06, 2026
Tradition Wealth Management, LLC History Added to 10,813 815 0.06% 0.05% 887 +1,133 11.7% Q4 2025 Feb 11, 2026
SEMITAM BONAM LLC History Added to 10,811 815 0.68% 0.71% 888 +6 0.06% Q4 2025 Jan 20, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 10,783 813 0.37% 0.28% 889 +2,813 35.29% Q4 2025 Jan 26, 2026
Pasadena Private Wealth, LLC History Added to 10,742 810 0.11% 0.11% 890 +670 6.65% Q4 2025 Feb 10, 2026
Jupiter Wealth Management LLC History No change 9,865 810 0.36% 0.34% 891 0 0.0% Q4 2025 Feb 13, 2026
Quent Capital, LLC History Added to 10,701 807 0.06% 0.06% 892 +1,733 19.32% Q4 2025 Jan 29, 2026
Federation des caisses Desjardins du Quebec History Added to 10,624 801 0.0% 0.0% 893 +120 1.14% Q4 2025 Feb 12, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 10,600 799 0.11% 0.04% 894 +7,194 211.22% Q4 2025 Feb 13, 2026
Carson Advisory Inc. History Added to 10,603 799 0.42% 0.4% 895 +384 3.76% Q4 2025 Feb 12, 2026
Interchange Capital Partners, LLC History New 10,565 797 0.15% — 896 +10,565 New Q4 2025 Jan 30, 2026
Kingsview Wealth Management, LLC History Added to 10,559 796 0.01% 0.01% 897 +1,116 11.82% Q4 2025 Feb 09, 2026
Vawter Financial, Ltd. History Added to 10,522 793 0.33% 0.35% 898 +47 0.45% Q4 2025 Feb 02, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 10,088 792 0.05% 0.04% 900 +2,479 32.58% Q4 2025 Feb 13, 2026
EASTERN BANK History No change 10,500 792 0.01% 0.01% 899 0 0.0% Q4 2025 Jan 14, 2026
Clear Creek Financial Management, LLC History Added to 10,481 790 0.06% 0.04% 901 +4,220 67.4% Q4 2025 Jan 23, 2026
Silver Grove Financial Group, Inc. History Added to 10,481 790 0.68% 0.49% 903 +3,416 48.35% Q4 2025 Feb 17, 2026
Midwest Trust Co History Reduced 10,478 790 0.01% 0.01% 902 -260 -2.42% Q4 2025 Feb 04, 2026
Peak Retirement Planning, Inc. History New 10,450 788 0.18% — 904 +10,450 New Q4 2025 Feb 10, 2026
CVFG LLC History No change 10,426 786 0.54% 0.55% 905 0 0.0% Q4 2025 Feb 06, 2026
Kovack Advisors, Inc. History Added to 10,401 784 0.04% 0.07% 906 +826 8.63% Q4 2025 Feb 17, 2026
SECURED RETIREMENT ADVISORS, LLC History Reduced 10,401 784 0.44% 0.43% 907 -156 -1.48% Q4 2025 Jan 30, 2026
PFG Investments, LLC History Reduced 10,370 782 0.04% 0.04% 908 -208 -1.97% Q4 2025 Jan 26, 2026
Long Run Wealth Advisors, LLC History Added to 10,326 778 0.15% 0.13% 910 +1,544 17.58% Q4 2025 Feb 02, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 10,316 778 0.03% 0.03% 909 -201 -1.91% Q4 2025 Feb 13, 2026
GERBER, LLC History Added to 10,292 776 0.43% 0.44% 912 +702 7.32% Q4 2025 Jan 21, 2026
NTV ASSET MANAGEMENT LLC History Added to 10,286 776 0.08% 0.08% 911 +118 1.16% Q4 2025 Jan 20, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 10,274 775 0.08% 0.06% 913 +3,255 46.37% Q4 2025 Feb 18, 2026
Vermillion Wealth Management, Inc. History Added to 10,262 774 0.31% 0.19% 914 +781 8.24% Q4 2025 Feb 11, 2026
Burton Enright Welch History Added to 10,234 772 0.11% 0.09% 916 +1,882 22.53% Q4 2025 Feb 13, 2026
Falcon Wealth Planning History Added to 10,241 772 0.07% 0.07% 915 +101 1.0% Q4 2025 Feb 03, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 10,125 763 0.12% 0.12% 917 -150 -1.46% Q4 2025 Feb 11, 2026
ALTFEST L J & CO INC History Reduced 10,067 759 0.08% 0.16% 918 -9,559 -48.71% Q4 2025 Jan 23, 2026
CFS Investment Advisory Services, LLC History Added to 10,037 757 0.06% 0.04% 919 +2,640 35.69% Q4 2025 Feb 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 9,996 754 0.06% 0.05% 920 +1,986 24.79% Q4 2025 Jan 07, 2026
Destination Wealth Management History Added to 9,970 752 0.02% 0.01% 922 +4,530 83.27% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History No change 9,978 752 0.02% 0.02% 921 0 0.0% Q4 2025 Feb 12, 2026
Austin Private Wealth, LLC History Reduced 9,946 750 0.06% 0.06% 923 -144 -1.43% Q4 2025 Jan 20, 2026
Advisory Alpha, LLC History Reduced 9,935 749 0.02% 0.03% 924 -2,559 -20.48% Q4 2025 Feb 06, 2026
Birchcreek Wealth Management, LLC History Added to 9,934 749 0.37% 0.35% 926 +642 6.91% Q4 2025 Jan 16, 2026
Klingman & Associates, LLC History Reduced 9,939 749 0.04% 0.04% 925 -549 -5.23% Q4 2025 Jan 29, 2026
Sloy Dahl & Holst, LLC History Added to 9,913 747 0.09% 0.05% 927 +3,031 44.04% Q4 2025 Feb 04, 2026
Capital Asset Managemnet, LLC History New 9,829 741 0.82% — 928 +9,829 New Q4 2025 Apr 07, 2026
RIVERSEDGE ADVISORS, LLC History No change 9,816 740 0.12% 0.12% 929 0 0.0% Q4 2025 Jan 07, 2026
Gryphon Financial Partners LLC History Added to 9,784 738 0.08% 0.02% 930 +7,003 251.82% Q4 2025 Jan 08, 2026
Pure Financial Advisors, LLC History Reduced 9,749 735 0.13% 0.01% 931 -976 -9.1% Q4 2025 Mar 04, 2026
Ballast, Inc. History New 9,724 733 0.17% — 934 +9,724 New Q4 2025 Feb 03, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 9,722 733 0.01% 0.01% 932 +4,430 83.71% Q4 2025 Feb 13, 2026
McIlrath & Eck, LLC History No change 9,726 733 0.07% 0.07% 933 0 0.0% Q4 2025 Feb 03, 2026
Strategic Financial Partners, Ltd. History Reduced 9,607 724 0.31% 0.33% 936 -114 -1.17% Q4 2025 Feb 11, 2026
Johnson Financial Group, Inc. History Reduced 9,604 724 0.03% 0.03% 935 -29 -0.3% Q4 2025 Feb 12, 2026
One Day In July LLC History Added to 9,536 719 0.06% 0.04% 937 +3,691 63.15% Q4 2025 Feb 04, 2026
Ancora Advisors LLC History Reduced 9,454 713 0.01% 0.01% 938 -303 -3.11% Q4 2025 Feb 17, 2026
Laurel Wealth Planning LLC History Reduced 9,444 712 0.39% 0.4% 939 -738 -7.25% Q4 2025 Jan 23, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 9,385 708 0.07% 0.09% 940 -821 -8.04% Q4 2025 Feb 13, 2026
Asset Management Group, Inc. History Added to 9,376 707 0.11% 0.11% 941 +164 1.78% Q4 2025 Feb 17, 2026
Novak & Powell Financial Services, Inc. History Added to 9,348 705 0.37% 0.36% 942 +59 0.64% Q4 2025 Feb 10, 2026
OPAL CAPITAL LLC History New 8,579 704 0.18% — 944 +8,579 New Q4 2025 Feb 17, 2026
Krilogy Financial LLC History No change 8,824 704 0.02% 0.02% 943 0 0.0% Q4 2025 Jan 27, 2026
Sowell Financial Services LLC History Added to 9,324 703 0.03% 0.02% 945 +1,134 13.85% Q4 2025 Jan 21, 2026
Quadrature Capital Ltd History New 9,225 695 0.01% — 946 +9,225 New Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Reduced 9,220 695 0.03% 0.04% 947 -1,655 -15.22% Q4 2025 Feb 17, 2026
Goldstein Advisors, LLC History Added to 9,114 687 0.08% 0.08% 948 +229 2.58% Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 9,039 682 0.01% 0.01% 949 -1,324 -12.78% Q4 2025 Feb 09, 2026
Willis Johnson & Associates, Inc. History Added to 9,020 680 0.04% 0.02% 950 +4,084 82.74% Q4 2025 Jan 22, 2026
ASPIRIANT, LLC History Reduced 9,005 679 0.02% 0.08% 951 -26,124 -74.37% Q4 2025 Jan 20, 2026
EWA, LLC History Added to 8,995 678 0.17% 0.18% 952 +160 1.81% Q4 2025 Feb 03, 2026
Oak Wealth Advisors LLC History Reduced 8,985 677 0.39% 0.39% 953 -62 -0.69% Q4 2025 Feb 11, 2026
Archer Investment Corp History Reduced 8,945 674 0.15% 0.36% 954 -12,663 -58.6% Q4 2025 Jan 30, 2026
MCF Advisors LLC History No change 8,934 673 0.04% 0.04% 955 0 0.0% Q4 2025 Feb 11, 2026
Blackhawk Capital Partners, LLC History New 8,870 669 0.25% — 956 +8,870 New Q4 2025 Feb 04, 2026
Evolution Advisers, Inc. History Added to 8,875 669 0.29% 0.29% 957 +105 1.2% Q4 2025 Jan 23, 2026
Sunpointe, LLC History New 8,823 665 0.22% — 958 +8,823 New Q4 2025 Jan 23, 2026
Flower City Capital History Reduced 8,768 661 0.34% 0.61% 959 -6,676 -43.23% Q4 2025 Jan 22, 2026
RAM Investment Partners, LLC History No change 8,767 661 0.12% 0.12% 960 0 0.0% Q4 2025 Feb 12, 2026
Hardworking Capital Advisors, LLC History New 8,723 658 0.6% — 962 +8,723 New Q4 2025 Feb 12, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 8,735 658 0.04% 0.05% 961 -707 -7.49% Q4 2025 Jan 27, 2026
Maia Wealth LLC History Added to 7,993 656 0.11% 0.09% 964 +726 9.99% Q4 2025 Feb 17, 2026
Fermata Advisors, LLC History Added to 8,706 656 0.16% 0.16% 963 +1 0.01% Q4 2025 Jan 08, 2026
Geometric Wealth Advisors History Added to 8,676 654 0.08% 0.08% 965 +969 12.57% Q4 2025 Feb 06, 2026
Virtue Capital Management, LLC History Reduced 8,468 648 0.1% 0.18% 967 -6,591 -43.77% Q4 2025 Feb 18, 2026
49 WEALTH MANAGEMENT, LLC History Reduced 8,596 648 0.05% 0.06% 968 -582 -6.34% Q4 2025 Feb 04, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 8,595 648 0.16% 0.16% 966 +124 1.46% Q4 2025 Jan 23, 2026
LANE BROTHERS & CO INC History New 8,568 646 0.47% — 969 +8,568 New Q4 2025 Mar 13, 2026
First Bank & Trust History No change 8,567 646 0.11% 0.11% 970 0 0.0% Q4 2025 Jan 12, 2026
MARQUETTE ASSOCIATES, INC. History Reduced 8,539 644 0.82% 0.78% 971 -268 -3.04% Q4 2025 Feb 17, 2026
Quantum Financial Planning Services, Inc. History No change 8,542 644 0.23% 0.25% 972 0 0.0% Q4 2025 Jan 15, 2026
Ullmann Wealth Partners Group, LLC History No change 8,625 643 0.07% 0.07% 973 0 0.0% Q4 2025 Feb 12, 2026
Kera Capital Partners, Inc. History No change 8,075 643 0.08% 0.09% 974 0 0.0% Q4 2025 Feb 23, 2026
Second Line Capital, LLC History Reduced 8,500 641 0.13% 0.13% 975 -10 -0.12% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 8,475 639 0.02% 0.01% 976 +5,650 200.0% Q4 2025 Feb 06, 2026
Boyd Wealth Management, LLC History No change 8,476 639 0.27% 0.27% 977 0 0.0% Q4 2025 Jan 28, 2026
Advisors Capital Management, LLC History Added to 8,428 635 0.01% 0.0% 978 +3,747 80.05% Q4 2025 Jan 29, 2026
Busey Bank History No change 8,424 635 0.02% 0.02% 979 0 0.0% Q4 2025 Jan 27, 2026
Bison Wealth, LLC History New 8,482 633 0.07% — 980 +8,482 New Q4 2025 Mar 24, 2026
JMG Financial Group, Ltd. History Added to 8,388 632 0.02% 0.02% 981 +4 0.05% Q4 2025 Feb 10, 2026
LMCG INVESTMENTS, LLC History Added to 8,325 628 0.04% 0.04% 982 +195 2.4% Q4 2025 Feb 03, 2026
Paladin Advisory Group, LLC History No change 8,276 624 0.46% 0.47% 983 0 0.0% Q4 2025 Jan 21, 2026
Bravias Capital Group, LLC History Added to 8,232 621 0.38% 0.29% 984 +2,232 37.2% Q4 2025 Jan 29, 2026
Financial Network Wealth Advisors LLC History Added to 8,199 618 0.64% 0.62% 985 +503 6.54% Q4 2025 Feb 13, 2026
Walkner Condon Financial Advisors LLC History Reduced 8,177 616 0.09% 0.11% 987 -1,077 -11.64% Q4 2025 Jan 21, 2026
Elmwood Wealth Management, Inc. History Added to 8,175 616 0.19% 0.21% 986 +32 0.39% Q4 2025 Jan 08, 2026
Columbus Macro, LLC History Reduced 8,149 614 0.07% 0.45% 988 -45,923 -84.93% Q4 2025 Jan 15, 2026
Heartwood Wealth Advisors LLC History No change 8,131 613 0.06% 0.06% 989 0 0.0% Q4 2025 Jan 12, 2026
Integris Wealth Management, LLC History Reduced 8,119 612 0.14% 0.15% 990 -168 -2.03% Q4 2025 Jan 21, 2026
Intrua Financial, LLC History Added to 8,089 610 0.06% 0.03% 991 +4,540 127.92% Q4 2025 Feb 05, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 8,070 608 0.0% — 992 +8,070 New Q4 2025 Feb 17, 2026
Allegheny Financial Group History Added to 8,058 607 0.09% 0.08% 995 +2,196 37.46% Q4 2025 Feb 02, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 8,049 607 0.03% 0.03% 994 -400 -4.73% Q4 2025 Feb 04, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 8,050 607 0.03% 0.03% 993 0 0.0% Q4 2025 Jan 27, 2026
Independence Bank of Kentucky History Reduced 8,034 606 0.08% 0.08% 996 -205 -2.49% Q4 2025 Jan 20, 2026
VIRTUE ASSET MANAGEMENT LLC History Reduced 8,044 606 0.48% 0.49% 997 -133 -1.63% Q4 2025 Feb 10, 2026
KCM INVESTMENT ADVISORS LLC History Added to 8,004 603 0.02% 0.01% 998 +5,228 188.33% Q4 2025 Feb 13, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 7,933 598 0.41% 0.4% 999 0 0.0% Q4 2025 Feb 02, 2026
Baker Avenue Asset Management, LP History New 7,925 597 0.01% — 1000 +7,925 New Q4 2025 Feb 10, 2026
Athena Investment Management History Added to 7,902 596 0.31% 0.22% 1001 +2,084 35.82% Q4 2025 Feb 12, 2026
WEALTH EFFECTS LLC History Added to 7,875 594 0.19% 0.18% 1002 +111 1.43% Q4 2025 Jan 26, 2026
JDH Wealth Management, LLC History No change 7,880 594 0.41% 0.41% 1003 0 0.0% Q4 2025 Jan 05, 2026
Sovereign Financial Group, Inc. History Added to 7,867 593 0.1% 0.08% 1004 +1,934 32.6% Q4 2025 Jan 07, 2026
CURA WEALTH ADVISORS, LLC History Added to 7,854 592 0.22% 0.2% 1005 +559 7.66% Q4 2025 Jan 23, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 7,844 591 0.05% 0.05% 1006 -214 -2.66% Q4 2025 Feb 17, 2026
Oxler Private Wealth LLC History Added to 7,819 589 0.17% 0.17% 1007 +70 0.9% Q4 2025 Jan 23, 2026
Prosperity Planning, Inc. History Added to 7,797 588 0.15% 0.15% 1008 +3 0.04% Q4 2025 Jan 14, 2026
180 WEALTH ADVISORS, LLC History Added to 7,772 586 0.07% 0.07% 1009 +118 1.54% Q4 2025 Jan 09, 2026
Davis Investment Partners, LLC History Added to 7,654 585 0.2% 0.15% 1010 +1,668 27.87% Q4 2025 Jan 06, 2026
Whitcomb & Hess, Inc. History No change 7,473 583 0.14% 0.14% 1011 0 0.0% Q4 2025 Jan 14, 2026
Retirement Wealth Solutions LLC History Added to 7,720 582 0.37% 0.35% 1013 +519 7.21% Q4 2025 Jan 07, 2026
KELLEHER FINANCIAL ADVISORS History No change 7,720 582 0.13% 0.14% 1012 0 0.0% Q4 2025 Jan 20, 2026
HBK Sorce Advisory LLC History Added to 7,155 579 0.01% 0.01% 1014 +2,998 72.12% Q4 2025 Feb 09, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 7,675 578 0.12% 0.12% 1015 +2,860 59.4% Q4 2025 Feb 12, 2026
HF Advisory Group, LLC History Reduced 7,613 574 0.2% 0.25% 1017 -1,751 -18.7% Q4 2025 Jan 23, 2026
Russell Investments Group, Ltd. History Added to 7,611 574 0.0% 0.0% 1016 +1,406 22.66% Q4 2025 Feb 17, 2026
Solidarity Wealth, LLC History Added to 7,570 571 0.12% 0.11% 1019 +379 5.27% Q4 2025 Jan 29, 2026
Atlantic Union Bankshares Corp History No change 7,582 571 0.01% 0.01% 1018 0 0.0% Q4 2025 Feb 04, 2026
Dana Investment Advisors, Inc. History Added to 7,562 570 0.02% 0.02% 1020 +382 5.32% Q4 2025 Feb 05, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 7,481 564 0.04% 0.04% 1021 -283 -3.65% Q4 2025 Feb 04, 2026
Chesapeake Wealth Management History Added to 7,475 563 0.17% 0.16% 1022 +275 3.82% Q4 2025 Feb 03, 2026
First Citizens Financial Corp History Reduced 7,469 563 0.28% 0.28% 1023 -173 -2.26% Q4 2025 Jan 06, 2026
Axis Wealth Partners, LLC History Reduced 7,468 563 0.31% 0.33% 1024 -131 -1.72% Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History Reduced 7,399 558 0.0% 0.0% 1025 -707 -8.72% Q4 2025 Feb 05, 2026
Summit Asset Management, LLC History No change 7,385 557 0.08% 0.08% 1026 0 0.0% Q4 2025 Feb 09, 2026
Hopwood Financial Services, Inc. History No change 7,371 556 0.39% 0.36% 1027 0 0.0% Q4 2025 Jan 16, 2026
SUMMIT WEALTH GROUP LLC / CO History New 7,359 555 0.07% — 1029 +7,359 New Q4 2025 Feb 04, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 7,366 555 0.16% 0.12% 1028 +2,136 40.84% Q4 2025 Jan 08, 2026
Freestone Capital Holdings, LLC History Reduced 7,352 554 0.02% 0.02% 1030 -810 -9.92% Q4 2025 Jan 23, 2026
Impact Capital Partners LLC History Reduced 7,345 554 0.16% 0.17% 1031 -233 -3.07% Q4 2025 Jan 07, 2026
Prepared Retirement Institute LLC History Added to 7,314 551 0.28% 0.26% 1032 +555 8.21% Q4 2025 Jan 29, 2026
Livet Wealth, LLC History New 7,297 550 0.34% — 1033 +7,297 New Q4 2025 Feb 13, 2026
Consolidated Portfolio Review Corp History New 7,271 548 0.05% — 1035 +7,271 New Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History No change 7,271 548 0.03% 0.03% 1034 0 0.0% Q4 2025 Feb 17, 2026
Colonial Trust Advisors History No change 7,240 546 0.04% 0.04% 1036 0 0.0% Q4 2025 Feb 12, 2026
Riverview Trust Co History No change 7,239 546 0.66% 0.64% 1037 0 0.0% Q4 2025 Jan 26, 2026
S.A. Mason LLC History Added to 7,235 545 0.22% 0.23% 1038 +75 1.05% Q4 2025 Jan 29, 2026
PDS Planning, Inc History Added to 7,214 544 0.04% 0.02% 1039 +3,173 78.52% Q4 2025 Jan 26, 2026
Sage Investment Counsel LLC History Added to 7,198 543 0.6% 0.58% 1043 +6 0.08% Q4 2025 Jan 23, 2026
HANCOCK WHITNEY CORP History No change 7,206 543 0.01% 0.01% 1040 0 0.0% Q4 2025 Feb 17, 2026
WESTWOOD HOLDINGS GROUP INC History No change 7,202 543 0.0% 0.0% 1041 0 0.0% Q4 2025 Feb 17, 2026
BWM Planning, LLC History No change 7,211 543 0.15% 0.16% 1042 0 0.0% Q4 2025 Jan 14, 2026
Keyes, Stange & Wooten Wealth Management, LLC History Reduced 7,188 542 0.26% 0.26% 1044 -258 -3.46% Q4 2025 Feb 10, 2026
WP Advisors, LLC History Added to 7,180 541 0.13% 0.13% 1045 +127 1.8% Q4 2025 Jan 28, 2026
SimpliFi, Inc. History Reduced 7,169 540 0.23% 0.28% 1046 -1,862 -20.62% Q4 2025 Jan 23, 2026
Rinkey Investments History Added to 7,163 540 0.14% 0.12% 1047 +749 11.68% Q4 2025 Feb 04, 2026
Mayfair Advisory Group, LLC History Added to 7,066 540 0.21% 0.22% 1048 +118 1.7% Q4 2025 Jan 21, 2026
Bowman & Co S.C. History Added to 7,171 540 0.23% 0.22% 1049 +104 1.47% Q4 2025 Jan 23, 2026
Great Hill Capital LLC History No change 7,105 536 0.05% 0.08% 1050 0 0.0% Q4 2025 Jan 26, 2026
Heritage Family Offices, LLP History New 7,068 533 0.24% — 1051 +7,068 New Q4 2025 Jan 12, 2026
SAGE FINANCIAL GROUP INC History Reduced 7,063 532 0.04% 0.04% 1052 -224 -3.07% Q4 2025 Jan 27, 2026
GTS SECURITIES LLC History New 7,035 530 0.02% — 1053 +7,035 New Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 7,013 529 0.01% 0.01% 1054 +883 14.4% Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 6,990 527 0.03% 0.02% 1055 +1,146 19.61% Q4 2025 Mar 04, 2026
Elm3 Financial Group, LLC History Reduced 6,994 527 0.44% 0.43% 1056 -110 -1.55% Q4 2025 Jan 22, 2026
TSFG, LLC History Added to 6,941 524 0.08% 0.08% 1057 +19 0.27% Q4 2025 Feb 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 6,927 522 0.03% 0.03% 1058 +1,430 26.01% Q4 2025 Feb 06, 2026
Jacobi Capital Management LLC History Added to 6,862 517 0.03% 0.03% 1059 +29 0.42% Q4 2025 Feb 13, 2026
MOKAN Wealth Management Inc. History Added to 6,838 515 0.23% 0.18% 1061 +1,989 41.02% Q4 2025 Jan 26, 2026
Ally Invest Advisors Inc. History Added to 6,829 515 0.04% 0.03% 1060 +1,310 23.74% Q4 2025 Feb 13, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,804 513 0.13% 0.11% 1062 +184 2.78% Q4 2025 Jan 08, 2026
Steffes Financial, Ltd. History New 6,798 512 0.27% — 1064 +6,798 New Q4 2025 Feb 17, 2026
Northwest Financial Advisors History No change 6,792 512 1.05% 0.64% 1063 0 0.0% Q4 2025 Jan 26, 2026
MILLER HOWARD INVESTMENTS INC /NY History New 6,779 511 0.02% — 1065 +6,779 New Q4 2025 Jan 27, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 6,768 510 0.05% 0.05% 1066 +357 5.57% Q4 2025 Jan 27, 2026
Ballast Rock Private Wealth LLC History New 6,754 509 0.32% — 1068 +6,754 New Q4 2025 Feb 04, 2026
Rossby Financial, LCC History Reduced 6,749 509 0.16% 0.18% 1067 -558 -7.64% Q4 2025 Feb 12, 2026
ELEVATE WEALTH ADVISORY, INC History New 6,738 508 0.35% — 1071 +6,738 New Q4 2025 Jan 27, 2026
TRUE Private Wealth Advisors History Reduced 6,739 508 0.05% 0.08% 1069 -4,167 -38.21% Q4 2025 Feb 13, 2026
Symphony Financial, Ltd. Co. History Added to 6,721 508 0.07% 0.06% 1070 +438 6.97% Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 6,714 506 0.01% 0.01% 1072 +289 4.5% Q4 2025 Jan 22, 2026
Magnus Financial Group LLC History Added to 6,687 504 0.04% 0.04% 1073 +254 3.95% Q4 2025 Jan 07, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 6,674 503 0.04% 0.04% 1074 -320 -4.58% Q4 2025 Jan 23, 2026
NWF Advisory Services Inc. History Reduced 6,677 503 0.06% 0.05% 1075 -112 -1.65% Q4 2025 Mar 03, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 6,626 499 0.03% 0.03% 1076 -85 -1.27% Q4 2025 Feb 17, 2026
Lakewood Asset Management LLC History Added to 6,606 498 0.29% 0.29% 1078 +118 1.82% Q4 2025 Jan 26, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 6,609 498 0.17% 0.18% 1077 0 0.0% Q4 2025 Feb 09, 2026
Milestone Asset Management Group, LLC History Added to 6,580 496 0.28% 0.27% 1079 +620 10.4% Q4 2025 Feb 03, 2026
Oregon Pacific Wealth Management, LLC History Reduced 6,565 495 0.51% 0.43% 1080 -140 -2.09% Q4 2025 Jan 16, 2026
Colter Lewis Investment Partners LLC History New 6,527 492 0.57% — 1082 +6,527 New Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Reduced 6,526 492 0.04% 0.04% 1081 -202 -3.0% Q4 2025 Jan 13, 2026
Madison Wealth Partners, Inc History Reduced 6,509 491 0.09% 0.15% 1084 -3,653 -35.95% Q4 2025 Feb 10, 2026
LBJ Family Wealth Advisors, Ltd. History No change 6,502 491 0.27% 0.26% 1083 0 0.0% Q4 2025 Jan 02, 2026
Greenspring Advisors, LLC History New 6,506 490 0.03% — 1088 +6,506 New Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History New 6,501 490 0.0% — 1085 +6,501 New Q4 2025 Feb 12, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 6,506 490 0.02% 0.01% 1087 +4,210 183.36% Q4 2025 Jan 23, 2026
Stockman Wealth Management, Inc. History No change 6,501 490 0.06% 0.06% 1086 0 0.0% Q4 2025 Jan 29, 2026
SeaCrest Wealth Management, LLC History Added to 6,292 485 0.05% 0.05% 1089 +216 3.55% Q4 2025 Jan 12, 2026
Prairiewood Capital, LLC History No change 6,412 483 0.15% 0.16% 1090 0 0.0% Q4 2025 Jan 26, 2026
GW&K Investment Management, LLC History Added to 6,372 481 0.0% 0.0% 1091 +1 0.02% Q4 2025 Feb 11, 2026
Newman Dignan & Sheerar, Inc. History Added to 6,375 480 0.1% 0.09% 1092 +702 12.37% Q4 2025 Jan 22, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 6,340 478 0.15% 0.15% 1093 0 0.0% Q4 2025 Feb 10, 2026
Hubbell Strickland Wealth Management, LLC History Added to 6,274 473 0.19% 0.16% 1094 +1,085 20.91% Q4 2025 Jan 20, 2026
OpenArc Corporate Advisory, LLC History New 6,238 470 0.01% — 1096 +6,238 New Q4 2025 Feb 13, 2026
Accretive Wealth Partners, LLC History No change 6,234 470 0.14% 0.14% 1095 0 0.0% Q4 2025 Jan 28, 2026
Salus Financial Advisors, LLC History No change 6,222 469 0.28% 0.28% 1097 0 0.0% Q4 2025 Jan 21, 2026
Soltis Investment Advisors LLC History Added to 6,211 468 0.03% 0.02% 1098 +2,738 78.84% Q4 2025 Apr 02, 2026
REGIMEN WEALTH, LLC History Added to 6,170 465 0.14% 0.13% 1099 +48 0.78% Q4 2025 Feb 09, 2026
PLANNING DIRECTIONS INC History Reduced 6,152 464 0.23% 0.25% 1100 -298 -4.62% Q4 2025 Jan 21, 2026
Balboa Wealth Partners History Added to 6,124 461 0.08% 0.07% 1101 +940 18.13% Q4 2025 Jan 16, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 6,103 460 0.01% 0.01% 1102 +1 0.02% Q4 2025 Feb 10, 2026
Capasso Planning Partners LLC History New 6,096 459 0.25% — 1103 +6,096 New Q4 2025 Feb 17, 2026
Charles Schwab Trust Co History No change 6,008 453 0.03% 0.03% 1104 0 0.0% Q4 2025 Jan 09, 2026
Summit Global Investments History New 5,957 449 0.03% — 1105 +5,957 New Q4 2025 Feb 18, 2026
Breakwater Capital Group History Added to 5,964 449 0.06% 0.06% 1106 +6 0.1% Q4 2025 Jan 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,925 446 0.02% 0.02% 1107 0 0.0% Q4 2025 Jan 13, 2026
Note Advisors, LLC History No change 5,686 446 0.23% 0.25% 1108 0 0.0% Q4 2025 Feb 18, 2026
Opus Financial Solutions LLC History New 5,908 445 0.42% — 1109 +5,908 New Q4 2025 Feb 17, 2026
Caerus Investment Advisors, LLC History New 5,886 444 0.14% — 1110 +5,886 New Q4 2025 Feb 12, 2026
Unison Advisors LLC History Added to 5,884 443 0.04% 0.04% 1112 +63 1.08% Q4 2025 Jan 21, 2026
CHILTON INVESTMENT CO INC. History No change 5,880 443 0.01% 0.01% 1111 0 0.0% Q4 2025 Feb 17, 2026
Tradewinds, LLC. History Added to 5,872 442 0.11% 0.09% 1113 +1,117 23.49% Q4 2025 Feb 13, 2026
Waycross Investment Management Co History New 5,824 439 0.39% — 1115 +5,824 New Q4 2025 Jan 08, 2026
VestGen Advisors, LLC History New 5,820 439 0.02% — 1116 +5,820 New Q4 2025 Feb 17, 2026
Sovran Advisors, LLC History Added to 5,597 439 0.04% 0.04% 1117 +121 2.21% Q4 2025 Jan 20, 2026
Anson Capital, Inc. History Added to 5,825 439 0.32% 0.31% 1114 +110 1.92% Q4 2025 Feb 04, 2026
Gutierrez Wealth Advisory, LLC History Reduced 5,804 437 0.27% 0.29% 1118 -413 -6.64% Q4 2025 Feb 06, 2026
American Financial Advisors, LLC History Added to 5,770 435 0.06% 0.05% 1120 +162 2.89% Q4 2025 Feb 03, 2026
Pinnacle Bancorp, Inc. History No change 5,772 435 0.13% 0.13% 1119 0 0.0% Q4 2025 Jan 22, 2026
MidFirst Bank History New 5,761 434 0.03% — 1121 +5,761 New Q4 2025 Feb 25, 2026
Millstone Evans Group, LLC History Added to 5,728 432 0.25% 0.16% 1123 +2,338 68.97% Q4 2025 Feb 02, 2026
TFB Advisors LLC History Added to 5,738 432 0.12% 0.12% 1122 +145 2.59% Q4 2025 Feb 13, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 5,717 431 0.12% 0.11% 1124 +97 1.73% Q4 2025 Feb 11, 2026
Eldridge Investment Advisors, Inc. History Added to 5,703 430 0.09% 0.1% 1125 +4 0.07% Q4 2025 Feb 11, 2026
Annandale Capital, LLC History No change 5,700 430 0.05% 0.07% 1126 0 0.0% Q4 2025 Feb 12, 2026
Cassaday & Co Wealth Management LLC History Added to 5,699 429 0.01% 0.0% 1127 +2,894 103.17% Q4 2025 Feb 03, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 5,681 428 0.03% 0.02% 1128 +1,264 28.62% Q4 2025 Feb 03, 2026
First City Capital Management, Inc. History Added to 5,645 425 0.22% 0.22% 1129 +5 0.09% Q4 2025 Jan 14, 2026
SIMPLEX TRADING, LLC History Added to 5,608 423 0.0% 0.0% 1130 +2,954 111.3% Q4 2025 Feb 11, 2026
MONEY CONCEPTS CAPITAL CORP History New 5,602 422 0.02% — 1131 +5,602 New Q4 2025 Feb 04, 2026
Hobbs Group Advisors, LLC History Added to 5,578 420 0.13% 0.13% 1132 +11 0.2% Q4 2025 Jan 28, 2026
Main Line Retirement Advisors, LLC History Added to 5,565 419 0.21% 0.21% 1134 +99 1.81% Q4 2025 Jan 21, 2026
McLean Asset Management Corp History Added to 5,343 419 0.08% 0.08% 1135 +4 0.07% Q4 2025 Jan 16, 2026
BECKER CAPITAL MANAGEMENT INC History No change 5,558 419 0.01% 0.01% 1133 0 0.0% Q4 2025 Feb 13, 2026
Wealth Management Strategies, Inc. History Added to 5,548 418 0.19% 0.2% 1136 +100 1.84% Q4 2025 Feb 17, 2026
Archer Investment Management, LLC History New 5,525 416 0.22% — 1138 +5,525 New Q4 2025 Jan 12, 2026
CFC Planning Co LLC History Added to 5,527 416 0.32% 0.33% 1137 +46 0.84% Q4 2025 Jan 30, 2026
Beaumont Financial Advisors, LLC History Reduced 5,500 414 0.03% 0.03% 1140 -38 -0.69% Q4 2025 Jan 16, 2026
YHB Investment Advisors, Inc. History Added to 5,490 414 0.03% 0.03% 1139 +30 0.55% Q4 2025 Jan 16, 2026
McGrath & Associates, Inc. History Added to 5,454 411 0.58% 0.36% 1141 +2,163 65.72% Q4 2025 Feb 10, 2026
Ruane, Cunniff & Goldfarb L.P. History Added to 5,438 410 0.01% 0.01% 1142 +137 2.58% Q4 2025 Feb 13, 2026
Claro Advisors Inc. History Added to 5,441 410 0.06% 0.06% 1143 +94 1.76% Q4 2025 Feb 17, 2026
LIBRA WEALTH LLC History No change 5,440 410 0.11% 0.12% 1144 0 0.0% Q4 2025 Jan 28, 2026
HT Partners LLC History Added to 5,430 409 0.12% 0.11% 1145 +652 13.65% Q4 2025 Jan 21, 2026
COMMONS CAPITAL, LLC History New 5,419 408 0.27% — 1148 +5,419 New Q4 2025 Jan 05, 2026
LJI Wealth Management, LLC History Added to 5,411 408 0.06% 0.04% 1149 +2,144 65.63% Q4 2025 Feb 03, 2026
BAHL & GAYNOR INC History Reduced 5,418 408 0.0% 0.0% 1146 -905 -14.31% Q4 2025 Feb 12, 2026
Equita Financial Network, Inc. History Added to 5,415 408 0.12% 0.13% 1150 +83 1.56% Q4 2025 Jan 29, 2026
WIMMER ASSOCIATES 1, LLC History No change 5,420 408 0.19% 0.19% 1147 0 0.0% Q4 2025 Feb 13, 2026
Crews Bank & Trust History Added to 5,346 403 0.06% 0.02% 1152 +3,176 146.36% Q4 2025 Jan 21, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 5,344 403 0.01% 0.01% 1151 +75 1.42% Q4 2025 Feb 12, 2026
Rossmore Private Capital History Added to 5,335 402 0.04% 0.02% 1153 +2,250 72.93% Q4 2025 Feb 05, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 5,329 402 0.32% 0.32% 1154 0 0.0% Q4 2025 Feb 09, 2026
Basepoint Wealth LLC History Added to 5,312 400 0.24% 0.27% 1156 +86 1.65% Q4 2025 Feb 10, 2026
Monument Group Wealth Advisors, LLC History No change 5,312 400 0.22% 0.23% 1155 0 0.0% Q4 2025 Jan 15, 2026
AlTi Global, Inc. History Added to 5,295 399 0.01% 0.01% 1157 +112 2.16% Q4 2025 Feb 13, 2026
KOM Wealth Management Group, LLC History Added to 5,286 398 0.28% 0.26% 1158 +606 12.95% Q4 2025 Jan 23, 2026
Gibbs Wealth Management History Added to 5,085 395 0.1% 0.08% 1159 +302 6.31% Q4 2025 Jan 23, 2026
HUB Investment Partners, LLC History Reduced 5,233 394 0.01% 0.02% 1161 -1,074 -17.03% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Reduced 5,087 394 0.02% 0.02% 1160 -144 -2.75% Q4 2025 Jan 09, 2026
Gladstone Institutional Advisory LLC History Added to 5,219 393 0.01% 0.01% 1163 +1,140 27.95% Q4 2025 Feb 17, 2026
DAVIDSON INVESTMENT ADVISORS History No change 5,212 393 0.02% 0.02% 1162 0 0.0% Q4 2025 Jan 27, 2026
WorthPointe, LLC History Added to 5,180 390 0.1% 0.14% 1165 +163 3.25% Q4 2025 Jan 26, 2026
Cottage Street Advisors LLC History Added to 5,179 390 0.16% 0.16% 1164 +92 1.81% Q4 2025 Jan 26, 2026
Citrine Capital LLC History No change 5,165 389 0.18% 0.18% 1166 0 0.0% Q4 2025 Jan 20, 2026
Rodgers & Associates, LTD History New 5,147 388 0.04% — 1169 +5,147 New Q4 2025 Jan 22, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 5,152 388 0.01% 0.01% 1168 -921 -15.17% Q4 2025 Jan 23, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 5,150 388 0.02% 0.02% 1167 -200 -3.74% Q4 2025 Jan 27, 2026
Global Assets Advisory, LLC History Reduced 5,148 388 0.11% 0.11% 1170 -50 -0.96% Q4 2025 Feb 09, 2026
Lansing Street Advisors History Added to 5,136 387 0.1% 0.1% 1171 +206 4.18% Q4 2025 Jan 26, 2026
FRG Family Wealth Advisors LLC History No change 5,113 385 0.06% 0.06% 1172 0 0.0% Q4 2025 Jan 21, 2026
FOCUSED ALPHA, LLC History New 5,089 383 0.11% — 1174 +5,089 New Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 5,086 383 0.01% 0.01% 1173 +8 0.16% Q4 2025 Jan 12, 2026
Kraft, Davis & Associates, LLC History Reduced 4,874 380 0.09% 0.09% 1176 -214 -4.21% Q4 2025 Jan 14, 2026
Brown Miller Wealth Management, LLC History No change 5,039 380 0.1% 0.1% 1175 0 0.0% Q4 2025 Jan 23, 2026
626 Financial, LLC History Added to 5,027 379 0.16% 0.16% 1177 +72 1.45% Q4 2025 Feb 05, 2026
WORLD EQUITY GROUP, INC. History Added to 5,016 378 0.11% 0.07% 1178 +1,070 27.12% Q4 2025 Jan 12, 2026
Beacon Capital Management, LLC History Added to 5,013 378 0.06% 0.05% 1179 +680 15.69% Q4 2025 Feb 13, 2026
Sound View Wealth Advisors Group, LLC History Added to 5,003 377 0.03% 0.02% 1180 +575 12.99% Q4 2025 Jan 08, 2026
Western Pacific Wealth Management, LP History No change 5,000 377 0.37% 0.36% 1181 0 0.0% Q4 2025 Feb 04, 2026
Foster Group, Inc. History Reduced 4,977 375 0.01% 0.01% 1183 -1,374 -21.63% Q4 2025 Jan 12, 2026
KWMG, LLC History Reduced 4,979 375 0.03% 0.03% 1182 -43 -0.86% Q4 2025 Jan 16, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 6,627 375 0.12% 0.3% 1184 0 0.0% Q4 2025 Jan 22, 2026
Jacobs Equity LLC History New 4,963 374 0.36% — 1185 +4,963 New Q4 2025 Feb 19, 2026
Hurlow Wealth Management Group, Inc. History Added to 4,947 373 0.09% 0.07% 1186 +1,000 25.34% Q4 2025 Feb 17, 2026
Level Wealth Management LLC History Reduced 4,937 372 0.19% 0.19% 1187 -49 -0.98% Q4 2025 Feb 02, 2026
FourThought Financial Partners, LLC History Added to 4,924 371 0.03% 0.03% 1188 +1,036 26.65% Q4 2025 Feb 06, 2026
BTG Pactual Asset Management US LLC History Added to 5,329 368 0.04% 0.01% 1189 +1,480 38.45% Q4 2025 Feb 17, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 4,865 367 0.06% 0.06% 1190 -130 -2.6% Q4 2025 Jan 14, 2026
Bulltick Wealth Management, LLC History No change 4,866 367 0.08% 0.08% 1191 0 0.0% Q4 2025 Feb 17, 2026
Crumly & Associates Inc. History No change 4,838 364 0.08% 0.08% 1192 0 0.0% Q4 2025 Jan 14, 2026
CFO4Life Group, LLC History Added to 4,812 362 0.05% 0.05% 1193 +31 0.65% Q4 2025 Feb 06, 2026
Rialto Wealth Management, LLC History Added to 4,788 361 0.09% 0.01% 1196 +4,502 1574.13% Q4 2025 Jan 12, 2026
Crestwood Advisors Group, LLC History No change 4,791 361 0.01% 0.01% 1194 0 0.0% Q4 2025 Feb 03, 2026
MUSTICO FINANCIAL GROUP, INC. History No change 4,640 361 0.28% 0.35% 1195 0 0.0% Q4 2025 Feb 17, 2026
Running Point Capital Advisors, LLC History Reduced 4,780 360 0.1% 0.17% 1197 -3,863 -44.7% Q4 2025 Feb 17, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History New 4,762 359 0.11% — 1198 +4,762 New Q4 2025 Feb 11, 2026
Larry Mathis Financial Planning, LLC History New 4,761 359 0.32% — 1199 +4,761 New Q4 2025 Mar 11, 2026
OAK HARBOR WEALTH PARTNERS, LLC History New 4,757 358 0.09% — 1202 +4,757 New Q4 2025 Feb 02, 2026
Schrum Private Wealth Management LLC History Added to 4,754 358 0.26% 0.17% 1203 +1,502 46.19% Q4 2025 Feb 17, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 4,746 358 0.02% 0.02% 1200 -196 -3.97% Q4 2025 Jan 23, 2026
Relyea Zuckerberg Hanson LLC History Added to 4,757 358 0.04% 0.04% 1201 +76 1.62% Q4 2025 Jan 20, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History New 4,730 356 0.02% — 1204 +4,730 New Q4 2025 Feb 12, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 4,712 355 0.11% 0.09% 1205 +880 22.96% Q4 2025 Feb 12, 2026
Carnegie Investment Counsel History New 4,699 354 0.01% — 1207 +4,699 New Q4 2025 Jan 23, 2026
Sankala Group LLC History New 4,225 354 0.28% — 1208 +4,225 New Q4 2025 Mar 02, 2026
FIFTH THIRD BANCORP History Reduced 4,697 354 0.0% 0.0% 1206 -296 -5.93% Q4 2025 Feb 02, 2026
Glenview Trust Co History New 4,683 353 0.01% — 1209 +4,683 New Q4 2025 Feb 09, 2026
Balefire, LLC History Added to 4,683 353 0.07% 0.05% 1210 +1,406 42.91% Q4 2025 Jan 12, 2026
Avestar Capital, LLC History Added to 4,669 352 0.02% 0.02% 1211 +2 0.04% Q4 2025 Feb 10, 2026
Trust Co History New 4,663 351 0.03% — 1212 +4,663 New Q4 2025 Jan 15, 2026
WealthPlan Investment Management, LLC History Added to 4,645 350 0.02% 0.02% 1213 +377 8.83% Q4 2025 Feb 05, 2026
Key FInancial Inc History Added to 4,638 349 0.06% 0.06% 1214 +259 5.91% Q4 2025 Feb 09, 2026
Sepio Capital, LP History Added to 4,618 348 0.02% 0.02% 1215 +126 2.8% Q4 2025 Feb 12, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 4,605 347 0.03% 0.03% 1216 -1,450 -23.95% Q4 2025 Jan 12, 2026
Johnson & White Wealth Management, LLC History Reduced 4,594 346 0.15% 0.15% 1217 -19 -0.41% Q4 2025 Feb 05, 2026
Capital Advantage, Inc. History New 4,577 345 0.05% — 1219 +4,577 New Q4 2025 Jan 07, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 4,579 345 0.16% 0.16% 1218 +20 0.44% Q4 2025 Feb 13, 2026
Sonoma Allocations LLC History New 4,314 344 0.11% — 1220 +4,314 New Q4 2025 Feb 23, 2026
Proactive Wealth Strategies LLC History New 4,559 343 0.14% — 1221 +4,559 New Q4 2025 Feb 05, 2026
MARS JEWETT FINANCIAL GROUP, INC. History New 4,125 342 0.1% — 1224 +4,125 New Q4 2025 Feb 17, 2026
Heritage Financial Services, LLC History Reduced 4,536 342 0.03% 0.03% 1223 -500 -9.93% Q4 2025 Feb 02, 2026
Jaffetilchin Investment Partners, LLC History Added to 4,534 342 0.02% 0.02% 1222 +80 1.8% Q4 2025 Jan 15, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Added to 4,510 340 0.04% 0.04% 1225 +341 8.18% Q4 2025 Feb 10, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 4,491 338 0.24% 0.28% 1226 0 0.0% Q4 2025 Feb 04, 2026
J HAGAN CAPITAL, INC. History New 4,470 337 0.19% — 1228 +4,470 New Q4 2025 Feb 17, 2026
First PREMIER Bank History Added to 4,473 337 0.08% 0.07% 1227 +178 4.14% Q4 2025 Jan 23, 2026
Summit Investment Advisory Services, LLC History Added to 4,457 336 0.13% 0.13% 1229 +67 1.53% Q4 2025 Feb 04, 2026
EnRich Financial Partners LLC History Added to 4,463 336 0.09% 0.09% 1230 +51 1.16% Q4 2025 Jan 28, 2026
Parkwoods Wealth Partners, LLC History New 4,452 335 0.1% — 1231 +4,452 New Q4 2025 Jan 15, 2026
EVERETT HARRIS & CO /CA/ History New 4,412 332 0.0% — 1232 +4,412 New Q4 2025 Feb 11, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 4,401 331 0.03% 0.03% 1233 -475 -9.74% Q4 2025 Jan 16, 2026
New World Advisors LLC History No change 4,398 331 0.06% 0.06% 1234 0 0.0% Q4 2025 Feb 06, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 4,377 330 0.04% 0.03% 1235 +1,082 32.84% Q4 2025 Jan 26, 2026
Spinnaker Investment Group, LLC History Added to 4,363 329 0.06% 0.05% 1236 +390 9.82% Q4 2025 Jan 12, 2026
Evergreen Wealth Management, LLC History Reduced 4,373 329 0.17% 0.17% 1237 -154 -3.4% Q4 2025 Feb 06, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 4,370 329 0.18% 0.18% 1238 +78 1.82% Q4 2025 Jan 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,352 328 0.01% 0.01% 1240 +699 19.13% Q4 2025 Jan 16, 2026
ROMANO BROTHERS AND COMPANY History Added to 4,354 328 0.04% 0.03% 1239 +348 8.69% Q4 2025 Jan 14, 2026
RIDGECREST WEALTH PARTNERS, LLC History Added to 4,342 327 0.18% 0.1% 1241 +1,225 39.3% Q4 2025 Jan 22, 2026
FWG Investments, LLC. History Added to 4,339 327 0.21% 0.19% 1242 +635 17.14% Q4 2025 Jan 28, 2026
Texas Capital Bank Wealth Management Services Inc History New 4,323 326 0.02% — 1243 +4,323 New Q4 2025 Feb 09, 2026
Prudent Man Investment Management, Inc. History Reduced 4,333 326 0.11% 0.21% 1245 -2,124 -32.89% Q4 2025 Feb 12, 2026
Cohen Investment Advisors LLC History Added to 4,322 326 0.15% 0.15% 1244 +241 5.91% Q4 2025 Jan 15, 2026
Walleye Partners, LLC History New 4,313 325 0.36% — 1247 +4,313 New Q4 2025 Jan 28, 2026
Golden State Wealth Management, LLC History No change 4,310 325 0.03% 0.03% 1246 0 0.0% Q4 2025 Feb 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 4,307 324 0.02% 0.02% 1248 0 0.0% Q4 2025 Feb 12, 2026
Montz Harcus Wealth Management LLC History Added to 4,242 320 0.13% 0.13% 1249 +202 5.0% Q4 2025 Jan 22, 2026
Windsor Advisory Group, LLC History New 4,227 318 0.28% — 1250 +4,227 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 4,224 318 0.04% — 1251 +4,224 New Q4 2025 Feb 09, 2026
BetterWealth, LLC History No change 4,215 317 0.07% 0.07% 1252 0 0.0% Q4 2025 Jan 15, 2026
Security Financial Services, INC. History Reduced 4,189 316 0.05% 0.05% 1254 -186 -4.25% Q4 2025 Jan 27, 2026
NCM Capital Management, LLC History No change 4,192 316 0.12% 0.12% 1253 0 0.0% Q4 2025 Mar 02, 2026
Gemmer Asset Management LLC History Added to 4,181 315 0.02% 0.02% 1256 +541 14.86% Q4 2025 Jan 23, 2026
Synergy Financial Group, LTD History Added to 4,187 315 0.22% 0.21% 1257 +29 0.7% Q4 2025 Feb 17, 2026
WRAPMANAGER INC History No change 4,183 315 0.11% 0.09% 1255 0 0.0% Q4 2025 Feb 06, 2026
Flagship Private Wealth, LLC History Reduced 4,169 314 0.12% 0.14% 1258 -410 -8.95% Q4 2025 Feb 04, 2026
Fortis Advisors, LLC History New 4,149 313 0.17% — 1260 +4,149 New Q4 2025 Feb 10, 2026
DEARBORN PARTNERS LLC History Added to 4,150 313 0.02% 0.01% 1259 +650 18.57% Q4 2025 Feb 11, 2026
BEACON FINANCIAL PLANNING, INC History Added to 4,160 313 0.15% 0.16% 1261 +44 1.07% Q4 2025 Jan 22, 2026
Williams Jones Wealth Management, LLC. History Reduced 4,136 312 0.0% 0.0% 1262 -100 -2.36% Q4 2025 Feb 13, 2026
Midwest Capital Advisors, LLC History Reduced 4,132 311 0.15% 0.15% 1265 -167 -3.88% Q4 2025 Jan 29, 2026
Clearbridge Investments, LLC History Reduced 4,130 311 0.0% 0.0% 1263 -115 -2.71% Q4 2025 Feb 11, 2026
Nova R Wealth, Inc. History Added to 4,132 311 0.11% 0.13% 1264 +15 0.36% Q4 2025 Jan 14, 2026
ASL Financial, LLC History New 4,119 310 0.24% — 1266 +4,119 New Q4 2025 Jan 20, 2026
Goldenstone Wealth Management LLC History New 4,106 309 0.23% — 1269 +4,106 New Q4 2025 Feb 06, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History New 4,103 309 0.06% — 1267 +4,103 New Q4 2025 Feb 12, 2026
Tillman Hartley LLC History No change 4,106 309 0.08% 0.08% 1268 0 0.0% Q4 2025 Feb 13, 2026
KLINGENSTEIN FIELDS & CO LP History No change 4,085 308 0.01% 0.01% 1270 0 0.0% Q4 2025 Feb 13, 2026
Archford Capital Strategies, LLC History New 4,047 305 0.04% — 1271 +4,047 New Q4 2025 Jan 15, 2026
Garde Capital, Inc. History Added to 4,055 305 0.02% 0.01% 1272 +268 7.08% Q4 2025 Feb 10, 2026
Genesis Financial Group, LLC History New 4,037 304 0.18% — 1273 +4,037 New Q4 2025 Jan 16, 2026
Rakuten Securities, Inc. History Added to 4,019 303 0.1% 0.04% 1275 +2,675 199.03% Q4 2025 Jan 29, 2026
INSIGHT 2811, INC. History No change 4,017 303 0.13% 0.13% 1274 0 0.0% Q4 2025 Feb 03, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 4,014 302 0.0% 0.0% 1277 +157 4.07% Q4 2025 Feb 02, 2026
Beaumont Asset Management, L.L.C. History Added to 4,007 302 0.15% 0.15% 1276 +14 0.35% Q4 2025 Jan 21, 2026
Granite Bay Wealth Management, LLC History Added to 4,000 301 0.07% 0.06% 1278 +1,000 33.33% Q4 2025 Feb 05, 2026
Nicholas Wealth, LLC. History New 3,967 299 0.2% — 1281 +3,967 New Q4 2025 Feb 17, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 3,964 299 0.08% 0.11% 1280 -1,322 -25.01% Q4 2025 Feb 09, 2026
BANTAMAC CAPITAL, LLC History Added to 3,975 299 0.14% 0.11% 1279 +958 31.75% Q4 2025 Feb 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 3,968 299 0.01% 0.0% 1282 +661 19.99% Q4 2025 Jan 07, 2026
ALERUS FINANCIAL NA History New 3,959 298 0.01% — 1283 +3,959 New Q4 2025 Feb 13, 2026
RiverFront Investment Group, LLC History No change 3,952 298 0.0% 0.01% 1284 0 0.0% Q4 2025 Feb 05, 2026
Pinion Investment Advisors, LLC History No change 3,957 298 0.07% 0.08% 1285 0 0.0% Q4 2025 Jan 29, 2026
BURNEY CO/ History New 3,936 296 0.01% — 1287 +3,936 New Q4 2025 Jan 23, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 3,934 296 0.1% 0.1% 1288 +70 1.81% Q4 2025 Jan 29, 2026
LANDAAS & CO /WI /ADV History No change 3,924 296 0.07% 0.07% 1286 0 0.0% Q4 2025 Jan 21, 2026
Edgestream Partners, L.P. History Added to 3,923 295 0.01% 0.01% 1289 +1,200 44.07% Q4 2025 Feb 13, 2026
Hixon Zuercher, LLC History New 3,908 294 0.09% — 1290 +3,908 New Q4 2025 Jan 26, 2026
Financial Freedom, LLC History Added to 3,910 294 0.15% 0.13% 1291 +213 5.76% Q4 2025 Feb 17, 2026
Community Bank, N.A. History No change 3,885 293 0.03% 0.03% 1292 0 0.0% Q4 2025 Feb 04, 2026
JBR Co Financial Management Inc History No change 3,890 293 0.12% 0.12% 1293 0 0.0% Q4 2025 Jan 06, 2026
IPG Investment Advisors LLC History New 3,870 291 0.05% — 1294 +3,870 New Q4 2025 Feb 09, 2026
Ring Mountain Capital, LLC History New 3,705 291 0.15% — 1295 +3,705 New Q4 2025 Jan 27, 2026
SWEENEY & MICHEL, LLC History New 3,495 290 0.09% — 1298 +3,495 New Q4 2025 Feb 13, 2026
Farrell Financial LLC History Added to 3,852 290 0.17% 0.16% 1299 +336 9.56% Q4 2025 Jan 12, 2026
Keel Point, LLC History Added to 3,845 290 0.02% 0.02% 1297 +273 7.64% Q4 2025 Feb 12, 2026
L. Roy Papp & Associates, LLP History Added to 3,854 290 0.03% 0.03% 1296 +87 2.31% Q4 2025 Jan 28, 2026
Premier Path Wealth Partners, LLC History New 3,841 289 0.04% — 1303 +3,841 New Q4 2025 Jan 22, 2026
Laurel Wealth Advisors LLC History New 3,836 289 0.04% — 1301 +3,836 New Q4 2025 Jan 30, 2026
Oliver Luxxe Assets LLC History Added to 3,841 289 0.04% 0.04% 1300 +542 16.43% Q4 2025 Jan 08, 2026
United Advisor Group, LLC History Added to 3,842 289 0.04% 0.04% 1304 +239 6.63% Q4 2025 Jan 26, 2026
Hobart Private Capital, LLC History Added to 3,842 289 0.06% 0.06% 1302 +8 0.21% Q4 2025 Jan 27, 2026
BCS Private Wealth Management, Inc. History No change 3,843 289 0.1% 0.1% 1305 0 0.0% Q4 2025 Jan 26, 2026
Strategic Investment Advisors / MI History No change 3,814 287 0.02% 0.03% 1306 0 0.0% Q4 2025 Feb 17, 2026
PRIVATE CLIENT SERVICES, LLC History New 3,798 286 0.09% — 1307 +3,798 New Q4 2025 Jan 07, 2026
Great Lakes Retirement, Inc. History New 3,787 285 0.03% — 1308 +3,787 New Q4 2025 Feb 12, 2026
Maxele Advisors, LLC History New 3,765 284 0.23% — 1309 +3,765 New Q4 2025 Feb 05, 2026
TUCKER ASSET MANAGEMENT LLC History New 3,763 283 0.08% — 1311 +3,763 New Q4 2025 Feb 05, 2026
Inlet Private Wealth, LLC History No change 3,762 283 0.07% 0.06% 1310 0 0.0% Q4 2025 Jan 21, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 3,734 282 0.0% 0.0% 1312 -66 -1.74% Q4 2025 Feb 10, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 3,732 281 0.03% 0.11% 1314 -10,693 -74.13% Q4 2025 Feb 02, 2026
Gould Capital, LLC History Added to 3,726 281 0.17% 0.11% 1315 +1,328 55.38% Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History No change 3,731 281 0.0% 0.0% 1313 0 0.0% Q4 2025 Feb 10, 2026
Alpha Financial Partners, LLC History Added to 3,716 280 0.17% 0.15% 1317 +614 19.79% Q4 2025 Feb 10, 2026
IFG Advisors, LLC History Added to 3,723 280 0.05% 0.04% 1316 +47 1.28% Q4 2025 Jan 13, 2026
Black Diamond Financial, LLC History Reduced 3,665 276 0.03% 0.03% 1318 -77 -2.06% Q4 2025 Feb 03, 2026
HTG Investment Advisors, Inc. History No change 3,668 276 0.08% 0.09% 1319 0 0.0% Q4 2025 Feb 02, 2026
TPG Advisors LLC History No change 3,671 276 0.17% 0.18% 1320 0 0.0% Q4 2025 Jan 21, 2026
Princeton Global Asset Management LLC History New 3,655 275 0.04% — 1321 +3,655 New Q4 2025 Jan 20, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History New 3,635 274 0.21% — 1324 +3,635 New Q4 2025 Jan 27, 2026
Grey Fox Wealth Advisors, LLC History Added to 3,634 274 0.06% 0.05% 1323 +45 1.25% Q4 2025 Feb 12, 2026
DUNCKER STREETT & CO INC History Added to 3,644 274 0.05% 0.05% 1322 +4 0.11% Q4 2025 Jan 27, 2026
Addison Advisors LLC History Added to 3,624 273 0.06% 0.06% 1325 +79 2.23% Q4 2025 Feb 06, 2026
Mattern Wealth Management LLC History Added to 3,610 272 0.05% 0.05% 1326 +112 3.2% Q4 2025 Jan 16, 2026
Embree Financial Group History Added to 3,618 272 0.03% 0.04% 1327 +33 0.92% Q4 2025 Jan 14, 2026
Fund Advisors of America Inc/FL History New 3,604 271 0.25% — 1329 +3,604 New Q4 2025 Mar 13, 2026
GoalVest Advisory LLC History No change 3,602 271 0.05% 0.06% 1328 0 0.0% Q4 2025 Jan 05, 2026
Innova Wealth Partners History New 3,580 270 0.14% — 1331 +3,580 New Q4 2025 Jan 07, 2026
ASHTON THOMAS SECURITIES, LLC History No change 3,579 270 0.05% 0.04% 1330 0 0.0% Q4 2025 Feb 02, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 3,438 268 0.01% 0.01% 1333 +84 2.5% Q4 2025 Feb 03, 2026
Armbruster Capital Management, Inc. History No change 3,560 268 0.05% 0.04% 1332 0 0.0% Q4 2025 Jan 23, 2026
Aspen Capital Management, LLC History No change 3,545 267 0.07% 0.07% 1334 0 0.0% Q4 2025 Jan 29, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,527 266 0.01% 0.01% 1335 +249 7.6% Q4 2025 Feb 13, 2026
JIM SAULNIER & ASSOCIATES, LLC History Added to 3,520 265 0.14% 0.14% 1336 +36 1.03% Q4 2025 Jan 29, 2026
NerdWallet Wealth Partners, LLC History No change 3,524 265 0.12% 0.13% 1337 0 0.0% Q4 2025 Jan 13, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 3,508 264 0.06% 0.06% 1338 +320 10.04% Q4 2025 Jan 09, 2026
Ignite Planners, LLC History New 3,306 263 0.04% — 1339 +3,306 New Q4 2025 Feb 06, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 3,479 262 0.03% 0.03% 1340 -184 -5.02% Q4 2025 Feb 03, 2026
Per Stirling Capital Management, LLC. History Added to 3,479 262 0.03% 0.03% 1341 +56 1.64% Q4 2025 Feb 17, 2026
Verum Partners LLC History Reduced 3,464 261 0.05% 0.13% 1343 -4,647 -57.29% Q4 2025 Jan 14, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,465 261 0.03% 0.03% 1342 0 0.0% Q4 2025 Feb 13, 2026
Heritage Wealth Advisors History No change 3,449 260 0.01% 0.01% 1344 0 0.0% Q4 2025 Feb 13, 2026
NATURAL INVESTMENTS, LLC History New 3,431 258 0.06% — 1345 +3,431 New Q4 2025 Jan 23, 2026
VERUS CAPITAL PARTNERS, LLC History New 3,408 257 0.02% — 1346 +3,408 New Q4 2025 Feb 11, 2026
Archvest Wealth Advisors, Inc. History Reduced 3,414 257 0.16% 0.23% 1347 -152 -4.26% Q4 2025 Feb 13, 2026
IF Advisors, LLC History New 3,406 256 0.21% — 1351 +3,406 New Q4 2025 Feb 10, 2026
First Pacific Financial History Added to 3,398 256 0.03% 0.02% 1349 +1,712 101.54% Q4 2025 Jan 16, 2026
Symmetry Partners, LLC History Added to 3,406 256 0.02% 0.03% 1348 +30 0.89% Q4 2025 Jan 27, 2026
Capstone Wealth Management, LLC History No change 3,397 256 0.19% 0.19% 1350 0 0.0% Q4 2025 Jan 20, 2026
Poehling Capital Management, INC. History New 3,370 254 0.05% — 1352 +3,370 New Q4 2025 Feb 06, 2026
Thrive Capital Management, LLC History Added to 3,365 253 0.06% 0.05% 1353 +637 23.35% Q4 2025 Feb 09, 2026
Hamilton Point Investment Advisors, LLC History New 3,347 252 0.04% — 1354 +3,347 New Q4 2025 Feb 12, 2026
RCS Financial Planning, LLC History Added to 3,350 252 0.11% 0.1% 1356 +382 12.87% Q4 2025 Jan 15, 2026
BHK Investment Advisors, LLC History No change 3,350 252 0.08% 0.09% 1355 0 0.0% Q4 2025 Feb 03, 2026
My Personal CFO, LLC History New 3,337 251 0.1% — 1357 +3,337 New Q4 2025 Jan 15, 2026
Heritage Wealth Management, Inc. History No change 3,331 251 0.07% 0.07% 1358 0 0.0% Q4 2025 Jan 26, 2026
Fjell Capital, LLC History New 3,319 250 0.19% — 1360 +3,319 New Q4 2025 Jan 12, 2026
Well Done, LLC History No change 3,322 250 0.04% 0.04% 1359 0 0.0% Q4 2025 Jan 13, 2026
Wealthquest Corp History New 3,313 249 0.02% — 1361 +3,313 New Q4 2025 Feb 09, 2026
Rolek Wealth Management LLC History New 3,304 249 0.17% — 1366 +3,304 New Q4 2025 Jan 26, 2026
KENNEDY INVESTMENT GROUP History New 3,303 249 0.09% — 1364 +3,303 New Q4 2025 Feb 06, 2026
WealthShield Partners, LLC History Added to 3,308 249 0.03% 0.03% 1363 +60 1.85% Q4 2025 Feb 03, 2026
Stordahl Capital Management, Inc. History No change 3,304 249 0.05% 0.05% 1362 0 0.0% Q4 2025 Jan 27, 2026
Christensen, King & Associates Investment Services, Inc. History No change 3,305 249 0.11% 0.1% 1365 0 0.0% Q4 2025 Jan 22, 2026
American Investment Services, Inc. History Reduced 3,291 248 0.06% 0.06% 1368 -222 -6.32% Q4 2025 Feb 13, 2026
Baker Ellis Asset Management LLC History No change 3,300 248 0.03% 0.03% 1367 0 0.0% Q4 2025 Jan 21, 2026
Northeast Financial Group, Inc. History No change 3,285 247 0.06% 0.06% 1369 0 0.0% Q4 2025 Feb 17, 2026
Sage Capital Advisors,llc History Added to 3,270 246 0.06% 0.05% 1371 +483 17.33% Q4 2025 Jan 06, 2026
SNS Financial Group, LLC History Added to 3,264 246 0.02% 0.02% 1370 +12 0.37% Q4 2025 Feb 02, 2026
QUARRY HILL ADVISORS, LLC History No change 3,266 246 0.11% 0.12% 1372 0 0.0% Q4 2025 Jan 26, 2026
Integrated Wealth Management History New 3,259 245 0.28% — 1374 +3,259 New Q4 2025 Mar 03, 2026
Caldwell Trust Co History Added to 3,256 245 0.02% 0.0% 1373 +2,840 682.69% Q4 2025 Jan 30, 2026
UPTICK PARTNERS, LLC History Reduced 3,245 244 0.05% 0.07% 1375 -201 -5.83% Q4 2025 Feb 02, 2026
Clearwave Capital, LLC History New 3,225 243 0.18% — 1376 +3,225 New Q4 2025 Mar 02, 2026
CABOT WEALTH MANAGEMENT INC History New 3,219 242 0.03% — 1377 +3,219 New Q4 2025 Feb 03, 2026
Nadler Financial Group, Inc. History New 3,214 242 0.02% — 1378 +3,214 New Q4 2025 Jan 28, 2026
LongView Wealth Management History Added to 3,084 242 0.06% 0.06% 1379 +16 0.52% Q4 2025 Jan 13, 2026
Roth Financial Partners LLC History Added to 3,191 240 0.08% 0.08% 1380 +46 1.46% Q4 2025 Jan 29, 2026
Emprise Bank History New 3,168 238 0.1% — 1382 +3,168 New Q4 2025 Jan 28, 2026
Reflection Asset Management History New 3,091 238 0.17% — 1383 +3,091 New Q4 2025 Mar 02, 2026
MilWealth Group LLC History Reduced 3,157 238 0.06% 0.06% 1381 -8 -0.25% Q4 2025 Feb 02, 2026
OMNI 360 Wealth, Inc. History Added to 3,030 237 0.12% 0.12% 1384 +6 0.2% Q4 2025 Jan 29, 2026
Capital Advisors Wealth Management, LLC History New 3,141 236 0.03% — 1386 +3,141 New Q4 2025 Jan 21, 2026
Latitude Advisors, LLC History New 3,129 236 0.1% — 1387 +3,129 New Q4 2025 Jan 27, 2026
Montis Financial, LLC History Reduced 3,130 236 0.05% 0.05% 1388 -117 -3.6% Q4 2025 Feb 11, 2026
Exeter Financial, LLC History Added to 3,141 236 0.1% 0.1% 1385 +2 0.06% Q4 2025 Jan 07, 2026
FF Advisors,LLC History No change 3,130 236 0.11% 0.11% 1389 0 0.0% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History New 3,090 234 0.02% — 1391 +3,090 New Q4 2025 Feb 17, 2026
SATOVSKY ASSET MANAGEMENT LLC History Added to 3,110 234 0.05% 0.04% 1390 +55 1.8% Q4 2025 Feb 13, 2026
Ellevest, Inc. History New 3,099 233 0.03% — 1392 +3,099 New Q4 2025 Feb 10, 2026
Tiller Private Wealth, Inc. History No change 3,080 232 0.08% 0.08% 1393 0 0.0% Q4 2025 Jan 14, 2026
Invst, LLC History Reduced 3,069 231 0.03% 0.03% 1394 -168 -5.19% Q4 2025 Feb 11, 2026
Ameritas Advisory Services, LLC History Added to 3,050 230 0.01% 0.01% 1396 +1,079 54.74% Q4 2025 Feb 04, 2026
Rockwood Wealth Management, LLC History Reduced 3,053 230 0.02% 0.02% 1397 -128 -4.02% Q4 2025 Jan 29, 2026
Sand Hill Global Advisors, LLC History No change 3,057 230 0.01% 0.01% 1395 0 0.0% Q4 2025 Feb 12, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 3,046 229 0.03% 0.03% 1399 +28 0.93% Q4 2025 Jan 21, 2026
Fairman Group, LLC History Reduced 3,036 229 0.18% 0.18% 1400 -26 -0.85% Q4 2025 Feb 13, 2026
Treasure Coast Financial Planning History Reduced 3,037 229 0.12% 0.12% 1398 -13 -0.43% Q4 2025 Jan 22, 2026
Blue Chip Partners, LLC History New 3,035 228 0.02% — 1401 +3,035 New Q4 2025 Feb 18, 2026
National Wealth Management Group, LLC History Reduced 3,021 227 0.08% 0.1% 1403 -437 -12.64% Q4 2025 Jan 12, 2026
LEGACY FINANCIAL GROUP, INC. History Added to 3,015 227 0.06% 0.06% 1402 +1 0.03% Q4 2025 Feb 06, 2026
Ballast Financial Advisors LLC History New 3,007 226 0.23% — 1408 +3,007 New Q4 2025 Feb 17, 2026
Opulen Financial Group LLC History Added to 3,000 226 0.16% 0.17% 1407 +13 0.44% Q4 2025 Feb 10, 2026
1832 Asset Management L.P. History No change 3,000 226 0.0% 0.0% 1404 0 0.0% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 3,000 226 0.02% 0.02% 1405 0 0.0% Q4 2025 Feb 12, 2026
JMAC ENTERPRISES LLC History No change 3,000 226 0.04% 0.04% 1406 0 0.0% Q4 2025 Jan 21, 2026
Beacon Financial Advisory LLC History New 2,971 224 0.05% — 1409 +2,971 New Q4 2025 Feb 17, 2026
Summit Financial Strategies, Inc. History Reduced 2,958 223 0.02% 0.02% 1410 -12 -0.4% Q4 2025 Jan 27, 2026
Fairway Wealth LLC History Added to 2,944 222 0.06% 0.06% 1412 +56 1.94% Q4 2025 Jan 28, 2026
SVB WEALTH LLC History No change 2,944 222 0.01% 0.01% 1411 0 0.0% Q4 2025 Feb 04, 2026
WealthBridge Capital Management, LLC History New 2,939 221 0.05% — 1413 +2,939 New Q4 2025 Jan 21, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 2,937 221 0.12% — 1414 +2,937 New Q4 2025 Feb 23, 2026
William Howard & Co Financial Advisors Inc History New 2,926 220 0.19% — 1415 +2,926 New Q4 2025 Jan 21, 2026
Rubicon Advisors, GP History New 2,919 220 0.2% — 1416 +2,919 New Q4 2025 Mar 09, 2026
Miller Capital Partners, Inc. History New 2,910 219 0.11% — 1420 +2,910 New Q4 2025 Feb 17, 2026
R.H. Investment Group, LLC History New 2,905 219 0.18% — 1419 +2,905 New Q4 2025 Jan 16, 2026
Morton Capital Management LLC/CA History New 2,904 219 0.03% — 1418 +2,904 New Q4 2025 Feb 03, 2026
Golden State Equity Partners History No change 2,912 219 0.04% 0.04% 1417 0 0.0% Q4 2025 Jan 29, 2026
Joule Financial, LLC History New 2,878 217 0.07% — 1422 +2,878 New Q4 2025 Jan 20, 2026
FOSTER & MOTLEY INC History New 2,873 217 0.01% — 1421 +2,873 New Q4 2025 Jan 15, 2026
Belleair Asset Management, LLC History New 2,867 216 0.21% — 1424 +2,867 New Q4 2025 Jan 30, 2026
Oak Harvest Investment Services History No change 2,864 216 0.02% 0.02% 1423 0 0.0% Q4 2025 Jan 27, 2026
Kestra Investment Management, LLC History Reduced 2,851 215 0.01% 0.01% 1425 -662 -18.84% Q4 2025 Feb 09, 2026
Octavia Wealth Advisors, LLC History New 2,837 214 0.02% — 1428 +2,837 New Q4 2025 Jan 23, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,837 214 0.14% 0.14% 1426 0 0.0% Q4 2025 Feb 17, 2026
AMI INVESTMENT MANAGEMENT INC History No change 2,837 214 0.05% 0.05% 1427 0 0.0% Q4 2025 Jan 14, 2026
Cassilly Financial Group LLC History New 2,836 213 0.19% — 1430 +2,836 New Q4 2025 Jan 15, 2026
TruNorth Capital Management, LLC History Added to 2,828 213 0.04% 0.0% 1429 +2,731 2815.46% Q4 2025 Feb 11, 2026
FSA Advisors, Inc. History Reduced 2,812 212 0.15% 0.38% 1434 -3,794 -57.43% Q4 2025 Feb 02, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 2,817 212 0.01% — 1433 +2,817 New Q4 2025 Feb 10, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Added to 2,819 212 0.01% 0.01% 1431 +50 1.81% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 2,817 212 0.04% 0.04% 1432 0 0.0% Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History No change 2,819 212 0.09% 0.1% 1435 0 0.0% Q4 2025 Jan 23, 2026
Conrad Siegel Investment Advisors, Inc. History New 2,801 211 0.04% — 1436 +2,801 New Q4 2025 Jan 14, 2026
Diversified Enterprises, LLC History Reduced 2,805 211 0.01% 0.01% 1437 -20 -0.71% Q4 2025 Jan 28, 2026
Golden Reserve Retirement LLC History New 2,787 210 0.04% — 1440 +2,787 New Q4 2025 Jan 29, 2026
Fiscal Wisdom Wealth Management, LLC History Reduced 2,785 210 0.2% 0.22% 1439 -354 -11.28% Q4 2025 Jan 27, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 2,794 210 0.04% 0.05% 1438 -102 -3.52% Q4 2025 Jan 07, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 2,774 209 0.08% 0.11% 1441 -320 -10.34% Q4 2025 Feb 17, 2026
KICKSTAND VENTURES, LLC. History Reduced 2,775 209 0.04% 0.05% 1442 -276 -9.05% Q4 2025 Jan 29, 2026
ECLECTIC ASSOCIATES INC /ADV History New 2,760 208 0.03% — 1443 +2,760 New Q4 2025 Feb 03, 2026
Stanley-Laman Group, Ltd. History New 2,745 207 0.03% — 1445 +2,745 New Q4 2025 Jan 23, 2026
Allen Capital Group, LLC History No change 2,757 207 0.02% 0.02% 1444 0 0.0% Q4 2025 Feb 09, 2026
Paradigm Capital Management, LLC/NV History No change 2,750 207 0.19% 0.2% 1446 0 0.0% Q4 2025 Feb 06, 2026
Advyzon Investment Management, LLC History No change 2,756 207 0.02% 0.03% 1447 0 0.0% Q4 2025 Feb 13, 2026
Patten Group, Inc. History New 2,740 206 0.04% — 1448 +2,740 New Q4 2025 Jan 23, 2026
Edge Wealth Management LLC History New 2,723 205 0.04% — 1449 +2,723 New Q4 2025 Jan 12, 2026
KEB ASSET MANAGEMENT, LLC History New 2,715 204 0.04% — 1450 +2,715 New Q4 2025 Jan 09, 2026
Carnegie Lake Advisors LLC History New 2,705 204 0.08% — 1451 +2,705 New Q4 2025 Feb 10, 2026
Carr Financial Group Corp History New 2,698 203 0.05% — 1453 +2,698 New Q4 2025 Jan 09, 2026
High Probability Advisors, LLC History New 2,698 203 0.03% — 1454 +2,698 New Q4 2025 Jan 29, 2026
Cornerstone Advisory, LLC History Reduced 2,700 203 0.02% 0.03% 1452 -875 -24.48% Q4 2025 Jan 28, 2026
Financial Sense Advisors, Inc. History New 2,679 202 0.04% — 1455 +2,679 New Q4 2025 Feb 13, 2026
Cannon Advisors, Inc. History New 2,581 202 0.14% — 1456 +2,581 New Q4 2025 Jan 15, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History New 2,657 200 0.08% — 1457 +2,657 New Q4 2025 Feb 13, 2026
Pacific Asset Management, LLC History New 2,652 200 0.12% — 1459 +2,652 New Q4 2025 Jan 28, 2026
Wealth Watch Advisors, INC History Added to 2,653 200 0.07% 0.07% 1458 +340 14.7% Q4 2025 Feb 17, 2026
Bell Investment Advisors, Inc History Added to 2,576 194 0.03% 0.03% 1460 +8 0.31% Q4 2025 Feb 24, 2026
CNB Bank History No change 2,543 191 0.08% 0.08% 1461 0 0.0% Q4 2025 Feb 11, 2026
Clarity Asset Management, Inc. History No change 2,544 191 0.11% 0.1% 1462 0 0.0% Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History No change 2,491 188 0.02% 0.02% 1463 0 0.0% Q4 2025 Jan 20, 2026
CoreFirst Bank & Trust History No change 2,430 183 0.1% 0.1% 1464 0 0.0% Q4 2025 Feb 11, 2026
CONQUIS FINANCIAL LLC History No change 2,281 172 0.15% 0.16% 1465 0 0.0% Q4 2025 Feb 11, 2026
Fairscale Capital, LLC History Added to 2,260 170 0.11% 0.09% 1466 +373 19.77% Q4 2025 Feb 17, 2026
Gen-Wealth Partners Inc History Added to 156,567 161 0.05% 0.0% 1468 +156,499 230145.59% Q4 2025 Feb 13, 2026
VSM Wealth Advisory, LLC History New 2,142 161 0.05% — 1469 +2,142 New Q4 2025 Feb 06, 2026
Creative Capital Management Investments LLC History No change 2,147 161 0.05% 0.05% 1467 0 0.0% Q4 2025 Jan 23, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 2,130 160 0.0% 0.0% 1470 +1,791 528.32% Q4 2025 Feb 05, 2026
STEPH & CO History Added to 2,116 159 0.05% 0.04% 1471 +132 6.65% Q4 2025 Jan 23, 2026
TFC Financial Management, Inc. History Added to 2,114 159 0.02% 0.02% 1472 +28 1.34% Q4 2025 Jan 23, 2026
ORG Partners LLC History Added to 2,095 158 0.03% 0.03% 1473 +171 8.89% Q4 2025 Jan 14, 2026
Dunhill Financial, LLC History Added to 2,069 156 0.04% 0.03% 1474 +725 53.94% Q4 2025 Jan 29, 2026
IFC & Insurance Marketing, Inc. History New 2,054 155 0.15% — 1475 +2,054 New Q4 2025 Feb 12, 2026
Ramirez Asset Management, Inc. History New 2,000 150 0.02% — 1476 +2,000 New Q4 2025 Feb 11, 2026
CX Institutional History Reduced 1,980 149 0.0% 0.0% 1477 -40 -1.98% Q4 2025 Feb 02, 2026
Financial Perspectives, Inc History Added to 1,959 147 0.04% 0.04% 1478 +30 1.56% Q4 2025 Jan 28, 2026
Caitlin John, LLC History Reduced 1,947 146 0.1% 0.1% 1479 -31 -1.57% Q4 2025 Feb 18, 2026
CVA Family Office, LLC History No change 1,908 143 0.02% 0.02% 1480 0 0.0% Q4 2025 Jan 12, 2026
HM PAYSON & CO History No change 1,860 140 0.0% 0.0% 1481 0 0.0% Q4 2025 Feb 12, 2026
Plante Moran Financial Advisors, LLC History No change 1,856 140 0.01% 0.01% 1482 0 0.0% Q4 2025 Feb 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,843 139 0.01% 0.01% 1483 0 0.0% Q4 2025 Jan 20, 2026
HAZLETT, BURT & WATSON, INC. History Added to 1,777 134 0.04% 0.0% 1484 +1,723 3190.74% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History No change 1,764 133 0.01% 0.01% 1485 0 0.0% Q4 2025 Jan 30, 2026
Hamrick Investment Counsel, llc History New 1,741 131 0.1% — 1488 +1,741 New Q4 2025 Mar 31, 2026
CBIZ Investment Advisory Services, LLC History Added to 1,739 131 0.0% 0.0% 1486 +337 24.04% Q4 2025 Feb 09, 2026
Pillar Financial Advisors, LLC History Reduced 1,737 131 0.08% 0.08% 1487 -38 -2.14% Q4 2025 Feb 02, 2026
Asset Dedication, LLC History Reduced 1,671 126 0.01% 0.01% 1489 -195 -10.45% Q4 2025 Jan 26, 2026
Cascades Capital Asset Management, LLC History Added to 1,638 123 0.05% 0.05% 1490 +152 10.23% Q4 2025 Feb 04, 2026
Olistico Wealth, LLC History New 1,611 121 0.06% — 1491 +1,611 New Q4 2025 Jan 13, 2026
Solstein Capital, LLC History New 1,560 117 0.05% — 1492 +1,560 New Q4 2025 Feb 13, 2026
Glen Eagle Advisors, LLC History Added to 1,534 115 0.02% 0.0% 1493 +1,351 738.25% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 1,520 114 0.02% 0.02% 1494 -594 -28.1% Q4 2025 Jan 23, 2026
Sunbelt Securities, Inc. History Added to 1,501 113 0.01% 0.0% 1495 +1,361 972.14% Q4 2025 Feb 20, 2026
Manchester Capital Management LLC History Reduced 1,491 112 0.02% 0.02% 1496 -172 -10.34% Q4 2025 Feb 11, 2026
Acumen Wealth Advisors, LLC History New 1,442 108 0.03% — 1497 +1,442 New Q4 2025 Feb 13, 2026
INVESTMENT COUNSEL CO OF NEVADA History New 1,429 107 0.23% — 1498 +1,429 New Q4 2025 Feb 13, 2026
Strive Financial Group ,LLC History New 1,403 105 0.05% — 1499 +1,403 New Q4 2025 Feb 18, 2026
SOA Wealth Advisors, LLC. History Added to 1,387 104 0.02% 0.02% 1500 +9 0.65% Q4 2025 Jan 20, 2026
Frankly Finances, LLC History New 1,350 101 0.09% — 1501 +1,350 New Q4 2025 Jan 26, 2026
AMERIFLEX GROUP, INC. History Reduced 1,327 100 0.05% 0.06% 1502 -1,022 -43.51% Q4 2025 Feb 18, 2026
HighMark Wealth Management LLC History Added to 1,302 98 0.04% 0.04% 1505 +121 10.25% Q4 2025 Feb 05, 2026
Cedar Mountain Advisors, LLC History Added to 1,310 98 0.02% 0.02% 1503 +24 1.87% Q4 2025 Feb 11, 2026
Pacifica Partners Inc. History Added to 1,291 98 0.04% 0.03% 1504 +22 1.73% Q4 2025 Jan 09, 2026
FINANCIAL CONSULATE, INC History Added to 1,277 96 0.01% 0.01% 1506 +124 10.75% Q4 2025 Jan 22, 2026
Godfrey Financial Associates, Inc. History New 1,251 94 0.08% — 1507 +1,251 New Q4 2025 Feb 10, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 1,209 91 0.11% 0.11% 1508 0 0.0% Q4 2025 Feb 11, 2026
Signature Equity Partners, LLC History New 1,171 88 0.05% — 1511 +1,171 New Q4 2025 Feb 17, 2026
Coastline Trust Co History No change 1,178 88 0.01% 0.01% 1509 0 0.0% Q4 2025 Jan 05, 2026
Coston, McIsaac & Partners History No change 1,176 88 0.02% 0.02% 1510 0 0.0% Q4 2025 Feb 03, 2026
Birchwood Financial Partners, Inc. History New 1,164 87 0.09% — 1512 +1,164 New Q4 2025 Feb 19, 2026
CURIO WEALTH, LLC History Added to 1,140 86 0.03% 0.03% 1514 +12 1.06% Q4 2025 Feb 11, 2026
ADIRONDACK TRUST CO History No change 1,141 86 0.03% 0.03% 1513 0 0.0% Q4 2025 Jan 08, 2026
CENTRAL TRUST Co History Added to 1,126 84 0.0% 0.0% 1515 +50 4.65% Q4 2025 Feb 02, 2026
Legacy Wealth Managment, LLC/ID History No change 1,050 79 0.04% 0.03% 1516 0 0.0% Q4 2025 Feb 03, 2026
TRUST CO OF VERMONT History Added to 1,013 76 0.0% — 1517 +1,011 50550.0% Q4 2025 Jan 16, 2026
Centerpoint Advisors, LLC History No change 1,000 75 0.02% 0.02% 1518 0 0.0% Q4 2025 Feb 13, 2026
Avion Wealth History No change 985 74 0.02% 0.02% 1519 0 0.0% Q4 2025 Jan 23, 2026
Sawyer & Company, Inc History Reduced 980 73 0.03% 0.03% 1520 -89 -8.33% Q4 2025 Feb 02, 2026
BARRETT & COMPANY, INC. History No change 950 71 0.02% 0.02% 1521 0 0.0% Q4 2025 Jan 28, 2026
Tidemark, LLC History Added to 933 70 0.02% 0.02% 1522 +3 0.32% Q4 2025 Feb 10, 2026
MV CAPITAL MANAGEMENT, INC. History No change 899 67 0.01% 0.01% 1523 0 0.0% Q4 2025 Feb 23, 2026
Hilltop National Bank History Added to 862 65 0.02% 0.01% 1524 +185 27.33% Q4 2025 Jan 07, 2026
YANKCOM Partnership History No change 823 62 0.03% 0.03% 1525 0 0.0% Q4 2025 Jan 20, 2026
NEPC LLC History New 821 61 0.0% — 1526 +821 New Q4 2025 Feb 17, 2026
Abound Wealth Management History Added to 803 60 0.01% 0.0% 1529 +746 1308.77% Q4 2025 Jan 12, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 803 60 0.03% 0.02% 1527 0 0.0% Q4 2025 Jan 30, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 800 60 0.01% 0.01% 1528 0 0.0% Q4 2025 Feb 10, 2026
WINNOW WEALTH LLC History No change 798 60 0.04% 0.05% 1530 0 0.0% Q4 2025 Feb 11, 2026
SHP Wealth Management History New 785 59 0.0% — 1531 +785 New Q4 2025 Mar 04, 2026
Comprehensive Financial Planning, Inc./PA History Added to 793 59 0.04% 0.02% 1534 +410 107.05% Q4 2025 Feb 11, 2026
Colonial Trust Co / SC History Added to 784 59 0.01% 0.01% 1533 +14 1.82% Q4 2025 Feb 12, 2026
Davis Capital Management History No change 793 59 0.04% 0.04% 1532 0 0.0% Q4 2025 Jan 28, 2026
Capital Analysts, LLC History Reduced 753 57 0.0% 0.01% 1535 -1,654 -68.72% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History New 740 55 0.0% — 1537 +740 New Q4 2025 Jan 30, 2026
MassMutual Private Wealth & Trust, FSB History No change 739 55 0.0% 0.0% 1536 0 0.0% Q4 2025 Jan 07, 2026
Investors Portfolio Services LLC History New 719 54 0.05% — 1539 +719 New Q4 2025 Feb 09, 2026
Quantum Capital Management, LLC / NJ History Reduced 725 54 0.01% 0.01% 1538 -13 -1.76% Q4 2025 Feb 13, 2026
Cetera Trust Company, N.A History No change 700 52 0.03% 0.03% 1540 0 0.0% Q4 2025 Feb 13, 2026
Hara Capital LLC History No change 700 52 0.03% 0.03% 1541 0 0.0% Q4 2025 Jan 15, 2026
Transce3nd, LLC History No change 630 51 0.41% — 1542 0 0.0% Q4 2025 Feb 06, 2026
Dougherty Wealth Advisers LLC History No change 674 50 0.03% 0.03% 1543 0 0.0% Q4 2025 Jan 29, 2026
CDKV HOLDINGS LLC History New 655 49 0.04% — 1544 +655 New Q4 2025 Feb 17, 2026
Dorato Capital Management History New 570 44 0.03% — 1546 +570 New Q4 2025 Jan 16, 2026
Wiser Advisor Group LLC History Reduced 587 44 0.05% 0.06% 1545 -104 -15.05% Q4 2025 Feb 09, 2026
Seneschal Advisors, LLC History Reduced 576 43 0.03% 0.03% 1548 -88 -13.25% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History No change 583 43 0.0% 0.0% 1547 0 0.0% Q4 2025 Feb 02, 2026
RMG Wealth Management LLC History New 462 42 0.01% — 1550 +462 New Q4 2025 Jan 29, 2026
Winch Advisory Services, LLC History Added to 569 42 0.01% 0.01% 1549 +10 1.79% Q4 2025 Feb 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 555 41 0.01% 0.02% 1553 -97 -14.88% Q4 2025 Jan 09, 2026
JNBA Financial Advisors History No change 555 41 0.0% 0.0% 1551 0 0.0% Q4 2025 Jan 26, 2026
Jackson, Grant Investment Advisers, Inc. History No change 545 41 0.01% 0.01% 1552 0 0.0% Q4 2025 Jan 27, 2026
Newbridge Financial Services Group, Inc. History Added to 535 40 0.01% 0.01% 1554 +9 1.71% Q4 2025 Jan 21, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 521 39 0.01% 0.01% 1556 -10 -1.88% Q4 2025 Jan 20, 2026
Hartford Financial Management Inc. History No change 528 39 0.01% 0.01% 1555 0 0.0% Q4 2025 Jan 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 514 38 0.01% 0.01% 1557 +414 414.0% Q4 2025 Jan 20, 2026
Grove Bank & Trust History Reduced 492 37 0.0% 0.0% 1559 -11 -2.19% Q4 2025 Jan 08, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 477 37 0.0% 0.0% 1558 0 0.0% Q4 2025 Jan 26, 2026
Bank of New Hampshire History New 479 36 0.01% — 1560 +479 New Q4 2025 Mar 16, 2026
Timmons Wealth Management, LLC History New 473 35 0.03% — 1563 +473 New Q4 2025 Feb 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 470 35 0.03% — 1562 +470 New Q4 2025 Feb 10, 2026
Concord Wealth Partners History Added to 466 35 0.0% 0.0% 1561 +1 0.22% Q4 2025 Jan 29, 2026
CITIGROUP INC History Reduced 453 34 0.0% 0.0% 1564 -8,688 -95.04% Q4 2025 Feb 13, 2026
Cornerstone Financial Management LLC History New 458 34 0.03% — 1565 +458 New Q4 2025 Feb 13, 2026
Navalign, LLC History New 445 33 0.01% — 1566 +445 New Q4 2025 Feb 05, 2026
Harbor Asset Planning, Inc. History Added to 446 33 0.03% 0.03% 1567 +8 1.83% Q4 2025 Jan 26, 2026
Tower Research Capital LLC (TRC) History Added to 435 32 0.0% — 1568 +433 21650.0% Q4 2025 Feb 17, 2026
Triumph Capital Management History New 424 32 0.01% — 1569 +424 New Q4 2025 Feb 12, 2026
KERR FINANCIAL PLANNING Corp History Added to 419 32 0.04% 0.02% 1573 +209 99.52% Q4 2025 Feb 10, 2026
EMC Capital Management History Added to 412 32 0.01% 0.01% 1570 +8 1.98% Q4 2025 Mar 09, 2026
Private Wealth Management Group, LLC History Added to 437 32 0.01% 0.01% 1572 +3 0.69% Q4 2025 Jan 23, 2026
City State Bank History No change 427 32 0.01% 0.01% 1571 0 0.0% Q4 2025 Jan 28, 2026
Strategic Wealth Advisors LLC History New 400 30 0.03% — 1575 +400 New Q4 2025 Feb 03, 2026
NorthAvenue LLC History New 398 30 0.02% — 1576 +398 New Q4 2025 Apr 02, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 402 30 0.01% 0.01% 1574 +7 1.77% Q4 2025 Jan 27, 2026
DEUTSCHE BANK AG\ History No change 386 29 0.0% 0.0% 1577 0 0.0% Q4 2025 Feb 11, 2026
Lloyd Advisory Services, LLC. History New 378 28 0.01% — 1578 +378 New Q4 2025 Feb 06, 2026
ATWOOD & PALMER INC History No change 322 24 0.0% 0.0% 1579 0 0.0% Q4 2025 Jan 28, 2026
CGC Financial Services, LLC History No change 310 23 0.01% 0.01% 1580 0 0.0% Q4 2025 Feb 03, 2026
Sunrise Financial Services, LLC History New 294 22 0.02% — 1582 +294 New Q4 2025 Feb 11, 2026
Estate Planners Group, LLC History New 292 22 0.01% — 1583 +292 New Q4 2025 Apr 07, 2026
Bay Harbor Wealth Management, LLC History No change 294 22 0.01% 0.01% 1581 0 0.0% Q4 2025 Feb 02, 2026
Cape Investment Advisory, Inc. History New 265 19 0.01% — 1586 +265 New Q4 2025 Feb 17, 2026
Missouri Trust & Investment Co History Reduced 262 19 0.01% 0.01% 1585 -240 -47.81% Q4 2025 Feb 13, 2026
VAN ECK ASSOCIATES CORP History No change 251 19 0.0% 0.0% 1584 0 0.0% Q4 2025 Feb 13, 2026
Mountain Hill Investment Partners Corp. History Added to 214 16 0.01% — 1587 +213 21300.0% Q4 2025 Jan 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 201 15 0.0% 0.0% 1588 0 0.0% Q4 2025 Feb 03, 2026
Key Capital Management, INC History New 182 13 0.01% — 1590 +182 New Q4 2025 Jan 26, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 177 13 0.0% 0.01% 1589 +3 1.72% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History Reduced 161 12 0.0% 0.0% 1591 -68 -29.69% Q4 2025 Jan 29, 2026
JDM Financial Group LLC History No change 163 12 0.0% 0.0% 1592 0 0.0% Q4 2025 Feb 02, 2026
North Ridge Wealth Advisors, Inc. History Reduced 155 11 0.01% 0.02% 1594 -378 -70.92% Q4 2025 Feb 13, 2026
BURKETT FINANCIAL SERVICES, LLC History New 153 11 0.0% — 1593 +153 New Q4 2025 Jan 05, 2026
EFG International AG History New 140 10 0.0% — 1596 +140 New Q4 2025 Feb 17, 2026
Advantage Trust Co History No change 137 10 0.0% 0.0% 1595 0 0.0% Q4 2025 Jan 29, 2026
SRH ADVISORS, LLC History No change 128 9 0.0% 0.0% 1597 0 0.0% Q4 2025 Jan 21, 2026
Twin Lakes Capital Management, LLC History No change 100 7 0.0% 0.0% 1598 0 0.0% Q4 2025 Feb 04, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 92 6 0.0% 0.0% 1599 0 0.0% Q4 2025 Jan 14, 2026
Aspect Partners, LLC History Reduced 67 5 0.0% 0.13% 1602 -3,693 -98.22% Q4 2025 Jan 23, 2026
American Capital Advisory, LLC History Added to 74 5 0.0% 0.0% 1603 +1 1.37% Q4 2025 Jan 30, 2026
PITTENGER & ANDERSON INC History No change 75 5 0.0% 0.0% 1600 0 0.0% Q4 2025 Feb 02, 2026
Fortis Group Advisors, LLC History No change 73 5 0.0% 0.0% 1601 0 0.0% Q4 2025 Feb 06, 2026
CITY HOLDING CO History New 50 3 0.0% — 1604 +50 New Q4 2025 Jan 22, 2026
Elevated Capital Advisors, LLC History New 49 3 0.0% — 1605 +49 New Q4 2025 Jan 27, 2026
Inlight Wealth Management, LLC History New 19 1 0.0% — 1607 +19 New Q4 2025 Jan 23, 2026
Game Plan Financial Advisors, LLC History New 17 1 0.0% — 1608 +17 New Q4 2025 Jan 14, 2026
Navigoe, LLC History Added to 16 1 0.0% — 1610 +7 77.78% Q4 2025 Feb 03, 2026
Byrne Asset Management LLC History Added to 21 1 0.0% 0.0% 1609 +6 40.0% Q4 2025 Jan 12, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 21 1 0.0% 0.0% 1611 +1 5.0% Q4 2025 Jan 14, 2026
Moisand Fitzgerald Tamayo, LLC History No change 14 1 0.0% 0.0% 1606 0 0.0% Q4 2025 Jan 14, 2026
Silphium Asset Management Ltd History Closed out 0 0 — 9.54% — -439,000 -100.0% Q3 2025 Nov 04, 2025
Lindenwold Advisors, INC History Closed out 0 0 — 11.61% — -334,556 -100.0% Q3 2025 Dec 16, 2025
Strategic Blueprint, LLC History Closed out 0 0 — 0.71% — -222,102 -100.0% Q3 2025 Oct 23, 2025
Marex Group plc History Closed out 0 0 — 0.08% — -161,900 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.03% — -115,246 -100.0% Q3 2025 Nov 10, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.91% — -78,562 -100.0% Q3 2025 Nov 14, 2025
McAlister, Sweet & Associates, Inc. History Closed out 0 0 — 3.54% — -73,027 -100.0% Q3 2025 Oct 02, 2025
PFG Private Wealth Management, LLC History Closed out 0 0 — 2.32% — -70,948 -100.0% Q3 2025 Nov 06, 2025
ARIEL INVESTMENTS, LLC History Closed out 0 0 — 0.06% — -70,469 -100.0% Q3 2025 Nov 14, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.02% — -43,234 -100.0% Q3 2025 Oct 23, 2025
RFP Financial Group LLC History Closed out 0 0 — 0.63% — -26,261 -100.0% Q3 2025 Nov 12, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.91% — -23,565 -100.0% Q3 2025 Jan 12, 2026
FreeGulliver LLC History Closed out 0 0 — 0.58% — -17,855 -100.0% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.01% — -16,535 -100.0% Q3 2025 Nov 13, 2025
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 — 0.01% — -15,156 -100.0% Q3 2025 Oct 14, 2025
Ocean Park Asset Management, LLC History Closed out 0 0 — 0.05% — -15,156 -100.0% Q3 2025 Oct 20, 2025
Farmers & Merchants Trust Co of Long Beach History Closed out 0 0 — 0.2% — -12,572 -100.0% Q3 2025 Oct 27, 2025
Silver Coast Investments LLC History Closed out 0 0 — 0.2% — -8,091 -100.0% Q3 2025 Oct 30, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.08% — -7,545 -100.0% Q3 2025 Nov 13, 2025
Lunt Capital Management, Inc. History Closed out 0 0 — 0.21% — -7,488 -100.0% Q3 2025 Nov 12, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.03% — -7,115 -100.0% Q3 2025 Oct 21, 2025
Accurate Wealth Management, LLC History Closed out 0 0 — 0.05% — -5,542 -100.0% Q3 2025 Oct 20, 2025
DONALDSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -5,425 -100.0% Q3 2025 Nov 04, 2025
Annex Advisory Services, LLC History Closed out 0 0 — 0.01% — -5,182 -100.0% Q3 2025 Oct 17, 2025
Luminist Capital LLC History Closed out 0 0 — 0.32% — -5,072 -100.0% Q3 2025 Nov 14, 2025
Thrive Wealth Management, LLC History Closed out 0 0 — 0.05% — -4,775 -100.0% Q3 2025 Oct 07, 2025
REDW Wealth LLC History Closed out 0 0 — 0.12% — -4,204 -100.0% Q3 2025 Oct 31, 2025
Life Planning Partners, Inc History Closed out 0 0 — 0.21% — -3,974 -100.0% Q3 2025 Oct 24, 2025
Endowment Wealth Management, Inc. History Closed out 0 0 — 0.13% — -3,911 -100.0% Q3 2025 Nov 06, 2025
Whitaker-Myers Wealth Managers, LTD. History Closed out 0 0 — 0.06% — -3,894 -100.0% Q3 2025 Oct 16, 2025
TCI Wealth Advisors, Inc. History Closed out 0 0 — 0.02% — -3,617 -100.0% Q3 2025 Oct 14, 2025
ELEVATUS WELATH MANAGEMENT History Closed out 0 0 — 0.08% — -3,590 -100.0% Q3 2025 Nov 13, 2025
Strategic Wealth Investment Group, LLC History Closed out 0 0 — 0.02% — -3,398 -100.0% Q3 2025 Nov 14, 2025
AMERICAN NATIONAL BANK & TRUST History Closed out 0 0 — 0.02% — -3,360 -100.0% Q3 2025 Oct 21, 2025
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Closed out 0 0 — 0.03% — -2,901 -100.0% Q3 2025 Oct 24, 2025
Rock Point Advisors, LLC History Closed out 0 0 — 0.06% — -2,850 -100.0% Q3 2025 Nov 12, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.01% — -2,837 -100.0% Q3 2025 Oct 30, 2025
Rockingstone Advisors LLC History Closed out 0 0 — 0.1% — -2,800 -100.0% Q3 2025 Oct 09, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,602 -100.0% Q3 2025 Oct 07, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.06% — -1,580 -100.0% Q3 2025 Nov 03, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.02% — -877 -100.0% Q3 2025 Nov 13, 2025
Tanglewood Legacy Advisors, LLC History Closed out 0 0 — 0.02% — -749 -100.0% Q3 2025 Nov 07, 2025
Minot DeBlois Advisors LLC History Closed out 0 0 — 0.05% — -736 -100.0% Q3 2025 Nov 13, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -279 -100.0% Q3 2025 Nov 03, 2025
REAP Financial Group, LLC History Closed out 0 0 — 0.0% — -245 -100.0% Q3 2025 Nov 06, 2025
GODSEY & GIBB, INC History Closed out 0 0 — 0.0% — -41 -100.0% Q3 2025 Oct 24, 2025
Commonwealth Retirement Investments LLC History New 9 0 — — — +9 New Q4 2025 Feb 11, 2026
Newton One Investments LLC History Closed out 0 0 — — — -6 -100.0% Q3 2025 Oct 10, 2025
Cheviot Value Management, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 03, 2026
1620 INVESTMENT ADVISORS, INC. History No change 13 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
PFS Partners, LLC History No change 3 0 — — — 0 0.0% Q4 2025 Jan 16, 2026
Valued Wealth Advisors LLC History No change 1 0 — — — 0 0.0% Q4 2025 Jan 30, 2026
BIRCHBROOK, INC. History No change 7 0 — — — 0 0.0% Q4 2025 Feb 04, 2026
Aventura Private Wealth, LLC History No change 13 0 — — — 0 0.0% Q4 2025 Jan 07, 2026