VANGUARD WHITEHALL FUNDS - VYMI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Align Financial, LLC History New 1,029,196 1,029,196 0.6% — 1 +1,029,196 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 5,616,721 505,504 0.03% 0.03% 2 +165,264 3.03% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 5,576,910 501,921 0.04% 0.03% 3 +507,784 10.02% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,563,633 230,726 0.44% 0.42% 4 +119,392 4.88% Q4 2025 Feb 17, 2026
Orgel Wealth Management, LLC History Reduced 2,502,221 225,199 4.97% 4.89% 5 -27,434 -1.08% Q4 2025 Jan 07, 2026
LPL Financial LLC History Added to 2,227,661 200,489 0.05% 0.05% 6 +231,082 11.57% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 2,192,049 197,284 0.04% 0.03% 7 +119,705 5.78% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,991,608 179,244 0.05% 0.05% 8 +139,220 7.52% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 1,779,980 160,192 0.04% 0.03% 9 +361,866 25.52% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,733,531 156,017 0.1% 0.08% 10 +279,438 19.22% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 1,546,144 139,154 0.02% — 11 +1,546,144 New Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,376,242 123,861 0.04% 0.03% 12 +409,904 42.42% Q4 2025 Feb 18, 2026
UBS Group AG History Added to 1,369,343 123,240 0.02% 0.02% 13 +33,870 2.54% Q4 2025 Jan 29, 2026
Confluence Wealth Services, Inc. History Added to 1,336,183 120,256 4.98% 5.29% 14 +68,151 5.37% Q4 2025 Jan 28, 2026
JANE STREET GROUP, LLC History Added to 1,100,000 99,000 0.01% 0.01% 15 +700,000 175.0% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 888,953 80,005 0.1% 0.09% 16 +69,715 8.51% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 784,321 70,588 0.08% 0.07% 17 +40,246 5.41% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 609,616 61,667 0.09% 0.04% 18 +318,605 109.48% Q4 2025 Feb 18, 2026
Creative Planning History Added to 683,526 61,517 0.04% 0.04% 19 +4,841 0.71% Q4 2025 Feb 17, 2026
CWM, LLC History Reduced 619,181 55,726 0.15% 0.16% 20 -22,478 -3.5% Q4 2025 Jan 26, 2026
Summit Financial Wealth Advisors, LLC History Added to 597,971 53,817 7.7% 6.28% 21 +121,687 25.55% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Added to 595,934 53,634 0.06% 0.06% 22 +29,353 5.18% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 535,056 48,155 0.03% 0.02% 23 +73,114 15.83% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 513,991 46,259 0.06% 0.05% 24 +60,576 13.36% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 506,609 45,594 0.31% 0.31% 25 +14,413 2.93% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 451,955 40,675 0.0% 0.0% 26 +14,929 3.42% Q4 2025 Feb 11, 2026
Capital Advantage, Inc. History Added to 410,003 36,900 4.98% 5.02% 27 +15,777 4.0% Q4 2025 Jan 07, 2026
Barry Investment Advisors, LLC History Reduced 408,201 36,738 8.18% 8.03% 28 -3,969 -0.96% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Added to 405,278 36,475 0.07% 0.05% 29 +135,369 50.15% Q4 2025 Jan 23, 2026
LS Investment Advisors, LLC History Added to 396,610 35,694 5.0% 4.53% 30 +17,262 4.55% Q4 2025 Jan 26, 2026
OSAIC HOLDINGS, INC. History Added to 394,303 35,502 0.05% 0.04% 31 +52,285 15.29% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 383,576 34,521 0.04% 0.05% 32 +8,099 2.16% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 349,717 31,474 0.03% 0.03% 33 +19,699 5.97% Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History Added to 335,693 30,212 0.51% 0.42% 34 +59,431 21.51% Q4 2025 Feb 17, 2026
Hamilton Wealth, LLC History Added to 319,956 28,796 5.48% 5.37% 35 +15,946 5.25% Q4 2025 Feb 19, 2026
FIRST HAWAIIAN BANK History Reduced 318,258 28,643 3.81% 3.85% 36 -36,532 -10.3% Q4 2025 Jan 05, 2026
BURNS J W & CO INC/NY History Added to 306,217 27,559 3.05% 2.74% 37 +19,990 6.98% Q4 2025 Jan 12, 2026
Arlington Trust Co LLC History Reduced 304,208 27,378 2.79% 4.67% 38 -2,534 -0.83% Q4 2025 Jan 30, 2026
SWAN Capital LLC History Reduced 287,539 25,878 10.06% 9.95% 39 -2,237 -0.77% Q4 2025 Feb 12, 2026
BANK OF HAWAII History Reduced 282,995 25,469 1.26% 1.22% 40 -5,489 -1.9% Q4 2025 Mar 03, 2026
Cambridge Investment Research Advisors, Inc. History Added to 276,432 24,879 0.07% 0.06% 41 +36,257 15.1% Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Added to 271,346 24,421 0.04% 0.04% 42 +1,717 0.64% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 265,442 23,889 0.06% 0.04% 43 +78,952 42.34% Q4 2025 Feb 13, 2026
Ackerman Capital Advisors, LLC History Added to 261,073 23,496 4.72% 4.62% 44 +658 0.25% Q4 2025 Feb 11, 2026
Strategic Point Investment Advisors, LLC History Added to 251,976 22,677 3.14% 3.01% 45 +4,392 1.77% Q4 2025 Jan 15, 2026
MACKENZIE FINANCIAL CORP History Added to 250,983 22,644 0.03% 0.02% 46 +13,485 5.68% Q4 2025 Feb 18, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 250,248 22,522 0.45% 0.46% 47 -2,456 -0.97% Q4 2025 Feb 06, 2026
Main Line Retirement Advisors, LLC History Reduced 246,045 22,144 11.21% 10.99% 48 -6,962 -2.75% Q4 2025 Jan 21, 2026
AAF Wealth Management, LLC History Added to 240,698 21,662 9.13% 8.73% 49 +13,167 5.79% Q4 2025 Feb 06, 2026
TRUIST FINANCIAL CORP History Added to 235,523 21,197 0.03% 0.03% 50 +115 0.05% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Added to 232,860 20,957 0.05% 0.04% 51 +30,051 14.82% Q4 2025 Feb 11, 2026
American Investment Services, Inc. History Added to 224,655 20,218 4.69% 4.49% 52 +3,997 1.81% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 218,285 19,714 0.03% 0.01% 53 +175,043 404.8% Q4 2025 Mar 09, 2026
STIFEL FINANCIAL CORP History Added to 215,672 19,410 0.02% 0.02% 54 +10,507 5.12% Q4 2025 Feb 13, 2026
KWMG, LLC History Added to 211,341 19,020 1.64% 1.56% 55 +670 0.32% Q4 2025 Jan 16, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History Added to 207,470 18,672 0.01% 0.01% 56 +42,699 25.91% Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 207,417 18,667 0.07% — 57 +207,417 New Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Reduced 197,938 17,814 0.27% 0.29% 58 -10,064 -4.84% Q4 2025 Jan 13, 2026
CITIGROUP INC History Added to 192,495 17,324 0.01% 0.01% 59 +15,085 8.5% Q4 2025 Feb 13, 2026
New England Private Wealth Advisors LLC History Added to 191,181 17,206 2.14% 1.88% 60 +22,605 13.41% Q4 2025 Feb 13, 2026
Tull Financial Group, Inc. History Added to 174,241 15,681 6.72% 6.42% 61 +2,558 1.49% Q4 2025 Feb 12, 2026
SEGALL BRYANT & HAMILL, LLC History New 172,500 15,525 0.21% — 62 +172,500 New Q4 2025 Feb 13, 2026
Prentice Wealth Management LLC History Added to 169,112 15,220 3.48% 3.29% 63 +11,292 7.15% Q4 2025 Jan 30, 2026
Meeder Advisory Services, Inc. History Added to 166,627 14,996 0.64% 0.64% 64 +5,017 3.1% Q4 2025 Feb 11, 2026
Arkos Global Advisors History Reduced 166,484 14,984 1.91% 1.81% 65 -1,173 -0.7% Q4 2025 Feb 13, 2026
Human Investing LLC History Reduced 163,556 14,720 2.08% 2.06% 66 -1,114 -0.68% Q4 2025 Jan 27, 2026
Rockefeller Capital Management L.P. History Added to 163,080 14,677 0.03% 0.02% 67 +44,823 37.9% Q4 2025 Mar 16, 2026
BCS Wealth Management History Added to 161,300 14,517 1.47% 1.49% 68 +83,028 106.08% Q4 2025 Jan 26, 2026
Capital Advisors Wealth Management, LLC History Added to 160,514 14,446 1.97% 1.88% 69 +4,844 3.11% Q4 2025 Jan 21, 2026
Regal Investment Advisors LLC History Added to 159,714 14,374 0.86% 0.82% 70 +11,129 7.49% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Reduced 159,311 14,338 0.71% 0.84% 71 -8,939 -5.31% Q4 2025 Jan 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 159,180 14,326 0.01% 0.01% 72 +13,199 9.04% Q4 2025 Feb 10, 2026
Pinnacle Financial Group, LLC / IL History Added to 154,648 13,918 4.04% 3.88% 73 +3,033 2.0% Q4 2025 Feb 05, 2026
Unison Advisors LLC History Reduced 153,197 13,787 1.2% 1.18% 74 -131 -0.09% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Added to 149,486 13,453 0.6% 0.5% 75 +9,571 6.84% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 149,386 13,444 0.2% 0.18% 76 +1,013 0.68% Q4 2025 Feb 12, 2026
REGIMEN WEALTH, LLC History Reduced 147,358 13,262 3.88% 3.72% 77 -551 -0.37% Q4 2025 Feb 09, 2026
RTD Financial Advisors, Inc. History Reduced 144,335 12,990 1.59% 1.55% 78 -7,763 -5.1% Q4 2025 Jan 27, 2026
Clarity Wealth Advisors, LLC History Added to 143,420 12,907 2.63% 2.38% 79 +15,668 12.26% Q4 2025 Jan 23, 2026
Family Investment Center, Inc. History Reduced 141,353 12,721 2.57% 2.55% 80 -3,767 -2.6% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Added to 141,316 12,718 0.1% 0.11% 81 +8,315 6.25% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 138,264 12,534 0.44% 0.42% 82 +5,891 4.45% Q4 2025 Jan 08, 2026
Cedar Mountain Advisors, LLC History Added to 138,847 12,496 2.41% 2.27% 83 +1,271 0.92% Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Added to 135,236 12,171 0.04% 0.03% 84 +35,640 35.78% Q4 2025 Feb 06, 2026
Cerity Partners LLC History Added to 134,975 12,147 0.02% 0.0% 85 +99,927 285.11% Q4 2025 Feb 11, 2026
Kraft, Davis & Associates, LLC History Added to 131,210 12,039 2.7% 2.58% 86 +6,871 5.53% Q4 2025 Jan 14, 2026
Financial Perspectives, Inc History Added to 133,702 12,033 3.24% 2.92% 87 +9,402 7.56% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Added to 133,053 11,974 0.06% 0.05% 88 +4,041 3.13% Q4 2025 Feb 17, 2026
TBH Global Asset Management, LLC History Added to 89,858 11,918 1.99% 0.36% 89 +68,308 316.97% Q4 2025 Jan 29, 2026
Joel Isaacson & Co., LLC History Added to 132,287 11,905 0.39% 0.23% 90 +57,918 77.88% Q4 2025 Jan 30, 2026
EQUITABLE TRUST CO History Reduced 131,964 11,876 0.53% 0.52% 91 -711 -0.54% Q4 2025 Feb 02, 2026
Strategic Wealth Investment Group, LLC History Reduced 130,270 11,724 1.44% 1.24% 92 -43,787 -25.16% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 129,024 11,612 0.0% 0.0% 93 +94,701 275.91% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 123,593 11,123 0.14% 0.14% 94 -8,449 -6.4% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Added to 122,516 11,026 0.04% 0.05% 95 +719 0.59% Q4 2025 Feb 18, 2026
COURIER CAPITAL LLC History Added to 121,951 10,975 0.62% 0.48% 96 +23,091 23.36% Q4 2025 Jan 29, 2026
Sanctuary Advisors, LLC History Reduced 121,598 10,943 0.06% 0.11% 97 -128,030 -51.29% Q4 2025 Jan 29, 2026
CROBAN History Added to 119,209 10,728 5.17% 6.69% 98 +678 0.57% Q4 2025 Feb 13, 2026
Drucker Wealth 3.0, LLC History Reduced 115,324 10,379 1.82% 1.86% 99 -8,403 -6.79% Q4 2025 Feb 03, 2026
Troutman Wealth Management, LLC History New 113,863 10,247 8.47% — 100 +113,863 New Q4 2025 Feb 18, 2026
MGO ONE SEVEN LLC History Reduced 112,848 10,156 0.21% 0.23% 101 -4,700 -4.0% Q4 2025 Feb 03, 2026
Eagle Strategies LLC History Added to 112,341 10,110 1.29% 1.19% 102 +7,537 7.19% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 111,992 10,079 0.16% 0.15% 103 +3,127 2.87% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 110,124 9,911 0.11% 0.11% 104 -3,731 -3.28% Q4 2025 Feb 13, 2026
SWEENEY & MICHEL, LLC History Reduced 98,453 9,853 2.91% 2.81% 105 -2,300 -2.28% Q4 2025 Feb 13, 2026
Atria Investments, Inc History Reduced 109,053 9,814 0.11% 0.11% 106 -3,639 -3.23% Q4 2025 Feb 05, 2026
WEST BANCORPORATION INC History Added to 106,549 9,589 5.02% 4.37% 107 +13,823 14.91% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History Added to 104,352 9,391 0.02% 0.02% 108 +27,776 36.27% Q4 2025 Jan 30, 2026
MARATHON CAPITAL MANAGEMENT History Added to 104,027 9,362 2.01% 1.97% 109 +2,448 2.41% Q4 2025 Jan 29, 2026
Tidal Investments LLC History New 102,171 9,195 0.02% — 110 +102,171 New Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 101,480 9,133 0.01% — 111 +101,480 New Q4 2025 Feb 13, 2026
Guardian Financial Partners, LLC History Reduced 100,278 9,025 3.81% 3.99% 112 -11,456 -10.25% Q4 2025 Jan 14, 2026
Employees' Retirement Fund of the City of Fort Worth History Reduced 100,000 9,000 4.03% 4.91% 113 -12,200 -10.87% Q4 2025 Feb 11, 2026
Quaker Wealth Management, LLC History Added to 99,167 8,925 2.83% 2.68% 114 +1,977 2.03% Q4 2025 Jan 28, 2026
Merit Financial Group, LLC History Reduced 96,608 8,694 0.07% 0.08% 115 -490 -0.5% Q4 2025 Jan 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 96,111 8,649 0.11% 0.1% 116 +6,112 6.79% Q4 2025 Jan 29, 2026
REBALANCE, LLC History Reduced 95,950 8,635 0.5% 0.54% 117 -10,266 -9.67% Q4 2025 Jan 15, 2026
HUB Investment Partners, LLC History Reduced 94,012 8,461 0.22% 0.28% 118 -7,153 -7.07% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 93,504 8,415 0.01% 0.01% 119 +9,330 11.08% Q4 2025 Feb 10, 2026
Moran Wealth Management, LLC History Added to 93,029 8,372 0.26% 0.21% 120 +10,981 13.38% Q4 2025 Jan 26, 2026
ADG Wealth Management Group, LLC History Added to 91,628 8,246 6.25% 6.16% 121 +58 0.06% Q4 2025 Jan 15, 2026
Ariston Services Group History Added to 90,173 8,115 4.76% 4.58% 122 +375 0.42% Q4 2025 Jan 23, 2026
Buska Wealth Management, LLC History Reduced 89,472 8,052 2.98% 2.6% 123 -12,973 -12.66% Q4 2025 Jan 22, 2026
Cherry Tree Wealth Management, LLC History Added to 88,492 7,964 1.68% 1.63% 124 +943 1.08% Q4 2025 Feb 10, 2026
Lebenthal Global Advisors, LLC History Added to 87,771 7,899 1.22% 0.52% 125 +52,780 150.84% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Added to 86,793 7,811 0.03% 0.02% 126 +22,635 35.28% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 86,715 7,804 0.0% 0.0% 127 +6,092 7.56% Q4 2025 Feb 12, 2026
Beta Wealth Group, Inc. History Added to 80,947 7,285 2.93% 2.62% 128 +2,513 3.2% Q4 2025 Feb 13, 2026
Apeiron RIA LLC History Reduced 75,780 7,252 1.47% 1.53% 129 -5,263 -6.49% Q4 2025 Feb 03, 2026
First PREMIER Bank History Added to 79,506 7,156 1.64% 1.48% 130 +2,614 3.4% Q4 2025 Jan 23, 2026
Lumbard & Kellner, LLC History Reduced 79,084 7,117 2.49% 2.5% 131 -1,062 -1.33% Q4 2025 Feb 03, 2026
CRA Financial Services, LLC History Added to 78,804 7,092 0.93% 0.58% 132 +28,560 56.84% Q4 2025 Jan 16, 2026
Walkner Condon Financial Advisors LLC History Reduced 78,035 7,023 0.98% 1.05% 133 -544 -0.69% Q4 2025 Jan 21, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 77,772 6,999 0.15% 0.15% 134 -2,692 -3.35% Q4 2025 Feb 18, 2026
Linscomb Wealth, Inc. History Reduced 77,429 6,968 0.29% 0.28% 135 -622 -0.8% Q4 2025 Feb 10, 2026
McKinley Carter Wealth Services, Inc. History Reduced 76,656 6,899 0.39% 0.34% 136 -301 -0.39% Q4 2025 Feb 06, 2026
VANGUARD GROUP INC History Added to 75,556 6,800 0.0% 0.0% 137 +14,169 23.08% Q4 2025 Jan 29, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 74,764 6,728 1.41% 1.19% 138 +11,183 17.59% Q4 2025 Jan 07, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Added to 74,239 6,681 1.38% 1.28% 139 +2,894 4.06% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 73,016 6,571 0.16% 0.09% 140 +30,319 71.01% Q4 2025 Feb 09, 2026
FRG Family Wealth Advisors LLC History Added to 72,890 6,560 1.02% 0.88% 141 +8,560 13.31% Q4 2025 Jan 21, 2026
&PARTNERS History Added to 72,234 6,501 0.03% 0.03% 142 +20,767 40.35% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 71,516 6,436 0.13% 0.12% 143 +841 1.19% Q4 2025 Jan 14, 2026
Axis Wealth Partners, LLC History Reduced 69,940 6,294 3.48% 3.5% 144 -676 -0.96% Q4 2025 Jan 30, 2026
FIDUCIARY ADVISORS, INC. History Added to 69,403 6,246 4.75% 4.55% 145 +2,843 4.27% Q4 2025 Jan 27, 2026
Mayfair Advisory Group, LLC History Added to 67,268 6,115 2.37% 2.42% 146 +572 0.86% Q4 2025 Jan 21, 2026
Gotham Asset Management, LLC History No change 66,893 6,020 0.02% 0.02% 147 0 0.0% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 66,087 5,947 0.03% 0.0% 148 +60,805 1151.17% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Reduced 66,011 5,940 0.09% 0.16% 149 -55,974 -45.89% Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History Added to 65,481 5,893 0.08% 0.07% 150 +2,462 3.91% Q4 2025 Feb 02, 2026
S. R. Schill & Associates History Reduced 64,419 5,797 4.09% 3.87% 151 -608 -0.93% Q4 2025 Jan 23, 2026
Heartwood Wealth Advisors LLC History Added to 63,635 5,727 0.53% 0.47% 152 +4,407 7.44% Q4 2025 Jan 12, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 63,263 5,693 1.9% 1.64% 153 +8,243 14.98% Q4 2025 Jan 26, 2026
Qube Research & Technologies Ltd History Added to 63,254 5,692 0.01% 0.0% 154 +60,499 2195.97% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Reduced 62,256 5,603 0.18% 0.18% 155 -618 -0.98% Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 58,162 5,257 0.07% 0.07% 156 -5,565 -8.73% Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Added to 58,115 5,230 0.04% 0.04% 157 +2,850 5.16% Q4 2025 Feb 18, 2026
Turning Point Benefit Group, Inc. History Added to 56,839 5,115 2.67% 2.4% 158 +9,988 21.32% Q4 2025 Jan 30, 2026
Fiduciary Group, LLC History Added to 56,823 5,114 0.43% 0.39% 159 +4,196 7.97% Q4 2025 Feb 12, 2026
Investment Advisory Group, LLC History Reduced 56,323 5,069 1.3% 1.3% 160 -6 -0.01% Q4 2025 Jan 23, 2026
Mechanics Bank Trust Department History Added to 55,904 5,031 0.66% 0.62% 161 +3,359 6.39% Q4 2025 Jan 14, 2026
John A. Wolfe & Associates, Inc. History New 5,580 5,011 2.71% — 162 +5,580 New Q4 2025 Mar 16, 2026
JFS WEALTH ADVISORS, LLC History Reduced 55,260 4,973 0.28% 0.28% 163 -1,802 -3.16% Q4 2025 Jan 14, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 54,814 4,933 1.33% 1.38% 164 -129 -0.23% Q4 2025 Feb 09, 2026
High Net Worth Advisory Group LLC History Added to 54,248 4,882 1.13% 1.09% 165 +790 1.48% Q4 2025 Jan 23, 2026
Note Advisors, LLC History Added to 51,460 4,772 2.45% 2.32% 166 +5,334 11.56% Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Reduced 51,975 4,698 0.18% 0.29% 167 -3,677 -6.61% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History No change 51,877 4,665 0.01% 0.01% 168 0 0.0% Q4 2025 Feb 17, 2026
Mission Hills Financial Advisory, LLC History Added to 51,327 4,619 2.44% 2.25% 169 +1,347 2.7% Q4 2025 Feb 02, 2026
5T Wealth, LLC History Added to 50,513 4,546 1.82% 1.78% 170 +2,358 4.9% Q4 2025 Jan 27, 2026
Zhang Financial LLC History Added to 50,107 4,509 0.17% 0.17% 171 +39 0.08% Q4 2025 Feb 10, 2026
Investor's Fiduciary Advisor Network, LLC History New 49,776 4,479 0.96% — 172 +49,776 New Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK OF OMAHA History New 47,720 4,313 0.13% — 173 +47,720 New Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 47,894 4,310 0.06% 0.06% 174 +9,667 25.29% Q4 2025 Feb 06, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 47,351 4,261 0.77% 0.68% 175 +2,399 5.34% Q4 2025 Jan 16, 2026
Cambridge Financial Group, LLC History Added to 53,056 4,253 1.48% 1.38% 176 +2,380 4.7% Q4 2025 Jan 09, 2026
COWA, LLC History Added to 46,552 4,189 1.27% 1.29% 177 +819 1.79% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Added to 46,148 4,153 0.24% 0.15% 178 +6,194 15.5% Q4 2025 Jan 30, 2026
Janney Capital Management LLC History Reduced 45,272 4,074 0.26% 0.24% 179 -373 -0.82% Q4 2025 Feb 11, 2026
180 WEALTH ADVISORS, LLC History Reduced 45,061 4,055 0.46% 0.47% 180 -79 -0.18% Q4 2025 Jan 09, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 44,950 4,045 0.07% 0.07% 181 -3,393 -7.02% Q4 2025 Jan 28, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 44,000 3,960 0.22% 0.01% 182 +41,398 1591.01% Q4 2025 Feb 17, 2026
Perissos Private Wealth Management, LLC History Reduced 43,453 3,910 3.37% 2.73% 183 -896 -2.02% Q4 2025 Feb 09, 2026
Duncan Williams Asset Management, LLC History Added to 39,591 3,858 0.96% 0.84% 184 +4,220 11.93% Q4 2025 Feb 05, 2026
Certified Advisory Corp History Added to 42,833 3,855 0.35% 0.34% 185 +518 1.22% Q4 2025 Jan 12, 2026
Global Retirement Partners, LLC History Added to 42,815 3,853 0.07% 0.03% 186 +24,892 138.88% Q4 2025 Feb 06, 2026
Essex Financial Services, Inc. History Added to 42,477 3,822 0.22% 0.19% 187 +5,569 15.09% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 42,388 3,814 0.02% — 188 +42,388 New Q4 2025 Feb 18, 2026
Investors Research Corp History Added to 42,041 3,783 0.69% 0.6% 189 +4,009 10.54% Q4 2025 Jan 06, 2026
Farther Finance Advisors, LLC History Added to 41,632 3,746 0.04% 0.04% 190 +7,570 22.22% Q4 2025 Jan 23, 2026
Montecito Bank & Trust History Reduced 41,401 3,726 0.59% 0.55% 191 -151 -0.36% Q4 2025 Jan 09, 2026
Valmark Advisers, Inc. History Added to 41,155 3,703 0.05% 0.04% 192 +2,069 5.29% Q4 2025 Jan 26, 2026
Mountain Capital Investment Advisors Inc. History Reduced 39,426 3,697 0.6% 0.59% 193 -217 -0.55% Q4 2025 Jan 28, 2026
Lido Advisors, LLC History Added to 41,675 3,635 0.01% 0.01% 194 +743 1.82% Q4 2025 Feb 10, 2026
Safe Harbor Family Capital, LLC History New 39,889 3,590 3.15% — 195 +39,889 New Q4 2025 Jan 30, 2026
Prospera Financial Services Inc History Added to 39,588 3,563 0.06% 0.05% 196 +1,735 4.58% Q4 2025 Feb 09, 2026
Navis Wealth Advisors, LLC History New 39,474 3,552 1.5% — 197 +39,474 New Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 38,680 3,481 0.02% 0.02% 198 +6,047 18.53% Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 38,494 3,464 0.07% 0.07% 199 +2,912 8.18% Q4 2025 Feb 13, 2026
Ally Invest Advisors Inc. History Added to 38,403 3,456 0.24% 0.21% 200 +3,569 10.25% Q4 2025 Feb 13, 2026
Richard W. Paul & Associates, LLC History Added to 37,673 3,390 1.13% 0.17% 201 +31,747 535.72% Q4 2025 Feb 12, 2026
Cornerstone Advisory, LLC History Added to 37,664 3,389 0.32% 0.31% 202 +917 2.5% Q4 2025 Jan 28, 2026
Roble, Belko & Company, Inc History Added to 36,612 3,295 0.43% 0.41% 203 +1,210 3.42% Q4 2025 Jan 12, 2026
J.W. COLE ADVISORS, INC. History Reduced 36,991 3,262 0.08% 0.06% 204 -772 -2.04% Q4 2025 Feb 11, 2026
HOWE & RUSLING INC History Added to 36,060 3,245 0.21% 0.21% 205 +317 0.89% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 36,029 3,242 0.05% 0.04% 206 +3,667 11.33% Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History Added to 35,527 3,197 0.29% 0.26% 207 +3,759 11.83% Q4 2025 Feb 18, 2026
Breakwater Investment Management History Added to 35,513 3,196 1.16% 1.08% 208 +809 2.33% Q4 2025 Feb 02, 2026
CoreFirst Bank & Trust History Reduced 34,938 3,144 1.7% 1.69% 209 -2,019 -5.46% Q4 2025 Feb 11, 2026
FMR LLC History Added to 34,710 3,123 0.0% 0.0% 210 +3,351 10.69% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 34,319 3,088 0.02% 0.02% 211 +3,425 11.09% Q4 2025 Feb 12, 2026
Element Wealth, LLC History Added to 34,051 3,064 1.26% 1.21% 212 +1,149 3.49% Q4 2025 Feb 13, 2026
Wise Wealth Partners History Added to 32,895 2,960 4.25% 3.89% 213 +2,820 9.38% Q4 2025 Jan 29, 2026
EVOLVE PRIVATE WEALTH, LLC History New 32,792 2,951 0.17% — 214 +32,792 New Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History Added to 32,557 2,943 0.04% 0.04% 215 +878 2.77% Q4 2025 Feb 05, 2026
Evanson Asset Management, LLC History Added to 31,741 2,856 0.15% 0.15% 216 +41 0.13% Q4 2025 Jan 12, 2026
SJS Investment Consulting Inc. History No change 31,649 2,848 0.36% 0.37% 217 0 0.0% Q4 2025 Jan 21, 2026
Decker Retirement Planning Inc. History Added to 31,370 2,823 1.4% 1.4% 218 +1,382 4.61% Q4 2025 Jan 26, 2026
Legacy Advisors, LLC History No change 31,351 2,821 0.3% 0.33% 219 0 0.0% Q4 2025 Jan 27, 2026
Crews Bank & Trust History Added to 31,036 2,793 0.4% 0.37% 220 +855 2.83% Q4 2025 Jan 21, 2026
Rothschild Wealth LLC History New 30,889 2,780 0.27% — 221 +30,889 New Q4 2025 Feb 17, 2026
Interchange Capital Partners, LLC History Reduced 30,746 2,767 0.51% 0.52% 222 -721 -2.29% Q4 2025 Jan 30, 2026
GOLDMAN SACHS GROUP INC History Added to 30,485 2,743 0.0% 0.0% 223 +657 2.2% Q4 2025 Mar 25, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 30,455 2,740 0.07% 0.08% 224 -7,652 -20.08% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 30,323 2,729 0.02% 0.02% 225 +702 2.37% Q4 2025 Jan 05, 2026
SCS Capital Management LLC History No change 30,309 2,727 0.03% 0.03% 226 0 0.0% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Added to 30,291 2,725 0.02% 0.02% 227 +3,053 11.21% Q4 2025 Jan 27, 2026
NWF Advisory Services Inc. History Reduced 29,943 2,694 0.3% 0.29% 228 -1,204 -3.87% Q4 2025 Mar 03, 2026
Gilbert Capital Group, Inc. History New 29,726 2,675 2.01% — 229 +29,726 New Q4 2025 Jan 23, 2026
MOTCO History Added to 29,147 2,623 0.24% 0.22% 230 +69 0.24% Q4 2025 Feb 06, 2026
Aspire Capital Advisors LLC History Added to 28,491 2,564 0.6% 0.57% 231 +1,319 4.85% Q4 2025 Jan 16, 2026
Venturi Wealth Management, LLC History New 28,323 2,549 0.11% — 232 +28,323 New Q4 2025 Jan 22, 2026
Raab & Moskowitz Asset Management LLC History Added to 27,266 2,453 0.54% 0.09% 233 +22,270 445.76% Q4 2025 Jan 20, 2026
Plan Group Financial, LLC History Reduced 27,033 2,432 0.63% 0.62% 234 -128 -0.47% Q4 2025 Feb 03, 2026
Quantinno Capital Management LP History Added to 26,439 2,379 0.0% 0.0% 235 +5,920 28.85% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 25,819 2,357 0.0% 0.0% 236 +1,367 5.59% Q4 2025 Jan 08, 2026
US BANCORP \DE\ History Added to 26,060 2,345 0.0% 0.0% 237 +145 0.56% Q4 2025 Jan 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 25,977 2,337 0.0% — 238 +25,977 New Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 25,389 2,285 0.05% 0.04% 239 +6,977 37.89% Q4 2025 Feb 05, 2026
Anchor Investment Management, LLC History Reduced 25,208 2,268 0.18% 0.18% 240 -521 -2.02% Q4 2025 Feb 26, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 25,177 2,265 0.3% 0.25% 241 +4,457 21.51% Q4 2025 Jan 21, 2026
Allianz Asset Management GmbH History Added to 24,982 2,248 0.0% 0.0% 243 +1,831 7.91% Q4 2025 Feb 11, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 24,981 2,248 0.6% 0.59% 242 -125 -0.5% Q4 2025 Feb 11, 2026
MASECO LLP History New 24,657 2,218 0.1% — 244 +24,657 New Q4 2025 Jan 22, 2026
Verity Asset Management, Inc. History New 24,391 2,195 0.94% — 245 +24,391 New Q4 2025 Jan 30, 2026
Caprock Group, LLC History Reduced 24,173 2,175 0.05% 0.05% 246 -790 -3.16% Q4 2025 Jan 28, 2026
10Elms LLP History Added to 24,078 2,167 1.99% 1.74% 247 +1,220 5.34% Q4 2025 Feb 13, 2026
Milestone Asset Management Group, LLC History Added to 23,928 2,153 1.22% 1.03% 248 +4,672 24.26% Q4 2025 Feb 03, 2026
TPG Advisors LLC History Added to 23,722 2,134 1.33% 1.04% 249 +5,053 27.07% Q4 2025 Jan 21, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 23,400 2,106 0.34% 0.36% 250 0 0.0% Q4 2025 Jan 26, 2026
SCOTIA CAPITAL INC. History Added to 23,247 2,092 0.01% 0.01% 251 +623 2.75% Q4 2025 Feb 12, 2026
Talisman Wealth Advisors LLC History Reduced 23,206 2,089 1.63% 2.08% 252 -6,389 -21.59% Q4 2025 Feb 20, 2026
BLAIR WILLIAM & CO/IL History Added to 23,194 2,087 0.01% 0.0% 253 +5,012 27.57% Q4 2025 Feb 17, 2026
OMC Financial Services LTD History Added to 23,040 2,073 0.77% 0.7% 254 +685 3.06% Q4 2025 Jan 06, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 22,821 2,053 0.51% 0.51% 255 +386 1.72% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Added to 22,735 2,046 0.11% 0.11% 256 +270 1.2% Q4 2025 Jan 20, 2026
COMERICA BANK History Reduced 22,436 2,019 0.01% 0.01% 257 -4,769 -17.53% Q4 2025 Jan 29, 2026
Rosenberg Matthew Hamilton History Added to 22,386 2,014 0.42% 0.39% 258 +1,113 5.23% Q4 2025 Jan 05, 2026
Summit Financial, LLC History Added to 21,982 1,978 0.03% 0.02% 259 +4,076 22.76% Q4 2025 Feb 13, 2026
MBA Advisors LLC History Added to 21,957 1,976 0.8% 0.74% 260 +1,422 6.92% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 21,750 1,957 0.03% 0.03% 261 +4,619 26.96% Q4 2025 Mar 12, 2026
Meridian Wealth Management, LLC History Added to 21,684 1,951 0.07% 0.02% 262 +16,135 290.77% Q4 2025 Feb 04, 2026
one8zero8, LLC History Added to 21,660 1,949 0.42% 0.4% 263 +5 0.02% Q4 2025 Feb 17, 2026
Kuhn & Co Investment Counsel History Added to 21,410 1,926 1.28% 1.39% 264 +683 3.3% Q4 2025 Feb 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 21,289 1,915 0.43% 0.42% 265 +727 3.54% Q4 2025 Jan 09, 2026
Saxony Capital Management, LLC History Added to 20,741 1,866 1.14% 0.98% 266 +3,211 18.32% Q4 2025 Jan 15, 2026
Fortis Group Advisors, LLC History New 19,414 1,847 0.31% — 267 +19,414 New Q4 2025 Feb 06, 2026
NWAM LLC History Added to 20,224 1,846 0.1% 0.09% 268 +363 1.83% Q4 2025 Feb 04, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 19,997 1,836 0.02% 0.02% 269 0 0.0% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History No change 20,054 1,804 0.01% 0.01% 270 0 0.0% Q4 2025 Feb 13, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 19,994 1,799 0.06% 0.06% 271 -1,186 -5.6% Q4 2025 Jan 14, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 19,930 1,794 1.23% 1.19% 272 +133 0.67% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 19,932 1,793 0.0% 0.0% 273 +5,843 41.47% Q4 2025 Feb 17, 2026
Sara-Bay Financial History Added to 19,771 1,787 0.53% 0.41% 274 +2,578 14.99% Q4 2025 Jan 20, 2026
Rockingstone Advisors LLC History Added to 19,860 1,787 0.81% 0.8% 275 +745 3.9% Q4 2025 Jan 28, 2026
CGN Advisors LLC History Added to 19,664 1,769 0.14% 0.13% 276 +1,065 5.73% Q4 2025 Jan 05, 2026
Glass Jacobson Investment Advisors llc History Reduced 19,616 1,765 0.63% 0.62% 277 -523 -2.6% Q4 2025 Jan 22, 2026
Avantax Planning Partners, Inc. History Added to 19,605 1,764 0.05% 0.05% 278 +141 0.72% Q4 2025 Feb 05, 2026
Englebert Financial Advisers, LLC History New 19,408 1,746 2.0% — 279 +19,408 New Q4 2025 Feb 04, 2026
Access Investment Management LLC History No change 20,545 1,739 0.47% 0.47% 280 0 0.0% Q4 2025 Feb 02, 2026
HBW ADVISORY SERVICES LLC History Added to 19,216 1,729 0.19% 0.18% 281 +281 1.48% Q4 2025 Jan 23, 2026
Forest Hill Capital, LLC History No change 19,200 1,728 0.88% 0.96% 282 0 0.0% Q4 2025 Feb 17, 2026
BG Investment Services, LLC History Added to 19,140 1,722 1.53% 1.39% 283 +2,436 14.58% Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Reduced 19,113 1,720 0.04% 0.05% 284 -1,378 -6.72% Q4 2025 Feb 06, 2026
Oxinas Partners, LLC History Added to 19,110 1,719 0.83% 0.83% 285 +784 4.28% Q4 2025 Jan 26, 2026
Mutual Advisors, LLC History Added to 18,883 1,699 0.04% 0.02% 286 +8,011 73.68% Q4 2025 Feb 02, 2026
ALPS ADVISORS INC History No change 18,860 1,697 0.01% 0.01% 287 0 0.0% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 18,784 1,690 0.01% — 288 +18,784 New Q4 2025 Feb 05, 2026
Tempus Wealth Planning, LLC History Added to 18,610 1,674 0.38% 0.36% 289 +146 0.79% Q4 2025 Jan 16, 2026
HUNTINGTON NATIONAL BANK History No change 18,452 1,660 0.01% 0.01% 290 0 0.0% Q4 2025 Feb 09, 2026
Monetary Solutions, Ltd History New 18,255 1,642 1.62% — 291 +18,255 New Q4 2025 Feb 23, 2026
BigSur Wealth Management LLC History Added to 18,171 1,635 0.4% 0.38% 292 +70 0.39% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Added to 17,889 1,610 0.14% 0.09% 293 +5,650 46.16% Q4 2025 Jan 26, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Added to 17,636 1,587 0.49% 0.44% 294 +648 3.81% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 17,432 1,568 0.02% 0.02% 295 -6,528 -27.25% Q4 2025 Feb 13, 2026
BRIGHTON SECURITIES CORP. History Reduced 17,377 1,563 0.77% 0.79% 296 -626 -3.48% Q4 2025 Mar 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 17,112 1,540 0.07% 0.06% 297 +530 3.2% Q4 2025 Jan 21, 2026
IHT Wealth Management, LLC History Added to 17,066 1,535 0.04% 0.03% 298 +862 5.32% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 16,924 1,523 0.01% 0.01% 299 +3,759 28.55% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 16,891 1,520 0.02% 0.02% 300 -2,176 -11.41% Q4 2025 Jan 21, 2026
Ascent Group, LLC History Added to 16,834 1,515 0.05% 0.05% 301 +134 0.8% Q4 2025 Jan 20, 2026
Principle Wealth Partners LLC History Reduced 16,645 1,498 0.08% 0.09% 302 -1,000 -5.67% Q4 2025 Feb 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 16,560 1,490 0.03% 0.03% 303 +242 1.48% Q4 2025 Jan 16, 2026
WEXFORD CAPITAL LP History No change 16,456 1,481 0.29% 0.2% 304 0 0.0% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 16,391 1,475 0.02% 0.02% 305 -805 -4.68% Q4 2025 Jan 20, 2026
Apella Capital, LLC History Reduced 16,320 1,468 0.03% 0.03% 306 -246 -1.48% Q4 2025 Jan 21, 2026
Garton & Associates Financial Advisors LLC History New 16,235 1,461 0.82% — 307 +16,235 New Q4 2025 Feb 18, 2026
Focus Partners Advisor Solutions, LLC History Added to 16,093 1,448 0.02% 0.01% 308 +3,012 23.03% Q4 2025 Feb 11, 2026
Bravias Capital Group, LLC History Added to 15,768 1,419 0.86% 0.89% 309 +3 0.02% Q4 2025 Jan 29, 2026
GLENMEDE TRUST CO NA History New 15,345 1,381 0.01% — 310 +15,345 New Q4 2025 Feb 17, 2026
First Citizens Asset Management, Inc. History Added to 15,193 1,367 0.48% 0.4% 311 +1,922 14.48% Q4 2025 Feb 05, 2026
Cadence Bank History Reduced 15,108 1,359 0.08% 0.08% 312 -39 -0.26% Q4 2025 Jan 30, 2026
PFG Advisors History New 14,998 1,349 0.07% — 313 +14,998 New Q4 2025 Jan 27, 2026
NOVEM GROUP History Added to 14,682 1,321 0.15% 0.14% 314 +828 5.98% Q4 2025 Jan 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 14,676 1,320 0.03% 0.03% 315 +5 0.03% Q4 2025 Jan 27, 2026
HARBOUR INVESTMENTS, INC. History Added to 14,640 1,317 0.03% 0.03% 316 +1,007 7.39% Q4 2025 Feb 09, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 14,608 1,314 0.44% 0.45% 317 -212 -1.43% Q4 2025 Jan 20, 2026
Spire Wealth Management History Added to 14,398 1,295 0.04% 0.01% 318 +11,576 410.21% Q4 2025 Jan 14, 2026
Resolute Advisors LLC History Added to 14,041 1,263 0.41% 0.21% 319 +4,308 44.26% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 13,692 1,232 0.33% — 320 +13,692 New Q4 2025 Feb 09, 2026
Roehl & Yi Investment Advisors, LLC History New 13,661 1,229 0.49% — 321 +13,661 New Q4 2025 Feb 17, 2026
Harvest Investment Services, LLC History Reduced 13,597 1,223 0.23% 0.23% 322 -128 -0.93% Q4 2025 Feb 17, 2026
New Republic Capital, LLC History No change 13,562 1,220 0.33% 0.35% 323 0 0.0% Q4 2025 Feb 10, 2026
Millstone Evans Group, LLC History Added to 13,552 1,219 0.72% 0.2% 324 +9,917 272.82% Q4 2025 Feb 02, 2026
Creekside Partners History Reduced 13,486 1,213 0.51% 0.5% 325 -23 -0.17% Q4 2025 Feb 13, 2026
McNamara Financial Services, Inc. History Reduced 13,466 1,211 0.23% 0.22% 326 -216 -1.58% Q4 2025 Jan 21, 2026
DAVENPORT & Co LLC History Added to 13,355 1,201 0.01% 0.0% 327 +2,587 24.02% Q4 2025 Jan 12, 2026
Moors & Cabot, Inc. History Added to 13,254 1,192 0.05% 0.05% 328 +675 5.37% Q4 2025 Feb 10, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 13,152 1,183 0.27% 0.3% 329 -1,383 -9.51% Q4 2025 Jan 06, 2026
Compound Planning, Inc. History Added to 13,096 1,178 0.03% 0.03% 330 +1,537 13.3% Q4 2025 Feb 19, 2026
COZAD ASSET MANAGEMENT INC History Added to 13,052 1,174 0.09% 0.03% 331 +8,736 202.41% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 13,055 1,174 0.01% 0.01% 332 +960 7.94% Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History Added to 12,895 1,160 0.99% 0.95% 333 +283 2.24% Q4 2025 Jan 26, 2026
MN Wealth Advisors, LLC History Added to 12,854 1,156 0.58% 0.58% 334 +98 0.77% Q4 2025 Feb 02, 2026
Independent Advisor Alliance History Added to 12,762 1,148 0.03% 0.03% 335 +683 5.65% Q4 2025 Feb 04, 2026
FLC Capital Advisors History Added to 12,720 1,144 0.21% 0.19% 336 +915 7.75% Q4 2025 Feb 11, 2026
AssuredPartners Investment Advisors, LLC History New 12,686 1,141 0.17% — 337 +12,686 New Q4 2025 Feb 03, 2026
GSG Advisors LLC History Added to 12,646 1,138 0.29% 0.28% 338 +46 0.37% Q4 2025 Jan 08, 2026
Ankerstar Wealth, LLC History New 12,572 1,131 1.13% — 339 +12,572 New Q4 2025 Feb 12, 2026
American National Bank of Texas History Added to 12,516 1,126 1.08% 0.9% 340 +1,210 10.7% Q4 2025 Jan 08, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History New 12,434 1,119 0.41% — 341 +12,434 New Q4 2025 Feb 12, 2026
Proficio Capital Partners LLC History New 12,360 1,112 0.08% — 342 +12,360 New Q4 2025 Feb 12, 2026
PINNACLE ASSOCIATES LTD History Reduced 12,348 1,111 0.01% 0.01% 343 -206 -1.64% Q4 2025 Feb 05, 2026
M Holdings Securities, Inc. History Added to 12,296 1,107 0.08% 0.22% 344 +275 2.29% Q4 2025 Feb 11, 2026
SIMON QUICK ADVISORS, LLC History No change 12,310 1,107 0.05% 0.05% 345 0 0.0% Q4 2025 Jan 29, 2026
CHOREO, LLC History Reduced 12,233 1,105 0.01% 0.01% 346 -15 -0.12% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Reduced 12,175 1,095 0.04% 0.04% 347 -384 -3.06% Q4 2025 Feb 06, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 11,872 1,068 0.37% 0.35% 348 +518 4.56% Q4 2025 Feb 09, 2026
Wealthspire Retirement, LLC History Added to 11,764 1,058 0.06% 0.05% 349 +1,737 17.32% Q4 2025 Feb 18, 2026
Barnes Wealth Management Group, Inc History Reduced 11,717 1,054 0.56% 0.57% 350 -420 -3.46% Q4 2025 Feb 24, 2026
FAGAN ASSOCIATES, INC. History Reduced 11,684 1,051 0.14% 0.14% 351 -77 -0.65% Q4 2025 Jan 30, 2026
BROWN ADVISORY INC History Added to 11,536 1,038 0.0% 0.0% 352 +4,136 55.89% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 11,513 1,036 0.03% 0.02% 353 +3,436 42.54% Q4 2025 Feb 02, 2026
Roof Eidam Maycock Peralta, LLC History Added to 11,442 1,029 0.23% 0.23% 354 +92 0.81% Q4 2025 Jan 26, 2026
Formidable Asset Management, LLC History Added to 12,145 1,028 0.15% 0.15% 355 +281 2.37% Q4 2025 Jan 16, 2026
FAS Wealth Partners, Inc. History Added to 11,229 1,010 0.07% 0.06% 356 +105 0.94% Q4 2025 Feb 18, 2026
Charter Oak Capital Management, LLC History Added to 11,186 1,006 0.08% 0.07% 357 +1,028 10.12% Q4 2025 Jan 23, 2026
Western Wealth Management, LLC History New 11,005 990 0.05% — 358 +11,005 New Q4 2025 Feb 05, 2026
Harpswell Capital Advisors, LLC History No change 11,000 990 0.78% 0.89% 359 0 0.0% Q4 2025 Feb 11, 2026
CAMDEN NATIONAL BANK History Added to 10,816 973 0.13% 0.13% 360 +122 1.14% Q4 2025 Feb 10, 2026
Tudor Financial Inc. History Added to 10,753 967 0.49% 0.45% 361 +662 6.56% Q4 2025 Feb 13, 2026
Betterment LLC History Added to 10,696 963 0.0% 0.0% 362 +604 5.98% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 10,648 958 0.11% 0.12% 363 0 0.0% Q4 2025 Jan 12, 2026
Ifrah Financial Services, Inc. History Added to 10,639 957 0.25% 0.23% 364 +187 1.79% Q4 2025 Jan 22, 2026
Composition Wealth, LLC History Added to 10,547 949 0.01% 0.01% 365 +3,844 57.35% Q4 2025 Feb 02, 2026
Mascagni Wealth Management, Inc. History Added to 10,430 938 0.7% 0.64% 366 +573 5.81% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 10,377 933 0.01% 0.01% 367 +746 7.75% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Reduced 10,360 932 0.01% 0.01% 368 -288 -2.7% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Added to 10,343 930 0.0% 0.0% 369 +377 3.78% Q4 2025 Feb 12, 2026
Thrive Capital Management, LLC History Reduced 10,324 929 0.21% 0.24% 370 -659 -6.0% Q4 2025 Feb 09, 2026
OneAscent Financial Services LLC History New 10,297 926 0.09% — 371 +10,297 New Q4 2025 Feb 11, 2026
WEBSTER BANK, N. A. History No change 10,244 921 0.09% 0.08% 372 0 0.0% Q4 2025 Jan 23, 2026
CARDIFF PARK ADVISORS, LLC History Added to 10,186 916 0.08% 0.07% 373 +44 0.43% Q4 2025 Feb 17, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 10,174 915 0.42% 0.41% 374 +25 0.25% Q4 2025 Jan 26, 2026
Ashton Thomas Private Wealth, LLC History Reduced 9,996 899 0.02% 0.02% 375 -37 -0.37% Q4 2025 Jan 29, 2026
TFB Advisors LLC History Added to 9,896 890 0.25% 0.24% 376 +72 0.73% Q4 2025 Feb 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 9,888 889 0.11% 0.08% 377 +1,529 18.29% Q4 2025 Feb 13, 2026
Meridian Financial Advisors, LLC History Added to 9,746 877 0.48% 0.46% 378 +118 1.23% Q4 2025 Jan 23, 2026
STAR Financial Bank History Added to 9,718 874 0.45% 0.42% 379 +1,300 15.44% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Added to 9,668 870 0.03% 0.02% 380 +1,224 14.5% Q4 2025 Jan 16, 2026
AE Wealth Management LLC History Added to 9,609 864 0.0% 0.0% 381 +1,645 20.66% Q4 2025 Jan 26, 2026
CLUNE & ASSOCIATES, LTD. History Added to 9,610 864 0.19% 0.17% 382 +1,444 17.68% Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,437 849 0.04% 0.03% 383 +3,389 56.04% Q4 2025 Jan 28, 2026
Busey Bank History Reduced 9,369 843 0.02% 0.02% 384 -175 -1.83% Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History Reduced 9,276 834 0.03% 0.03% 385 -264 -2.77% Q4 2025 Jan 27, 2026
Infinity Wealth Counsel, LLC History No change 9,104 819 0.75% 0.75% 386 0 0.0% Q4 2025 Jan 15, 2026
ARWA LLC History New 9,061 815 0.48% — 387 +9,061 New Q4 2025 Feb 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 9,023 812 0.03% 0.03% 388 0 0.0% Q4 2025 Jan 12, 2026
Excelsior Advisor Network LLC History New 9,003 810 0.39% — 389 +9,003 New Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 8,980 808 0.14% — 390 +8,980 New Q4 2025 Feb 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 8,967 807 0.06% — 391 +8,967 New Q4 2025 Feb 09, 2026
WESPAC Advisors, LLC History Reduced 8,882 799 0.43% 0.46% 392 -339 -3.68% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 8,698 782 0.01% 0.0% 393 +4,481 106.26% Q4 2025 Feb 13, 2026
Sage Capital Advisors,llc History Added to 8,648 778 0.18% 0.15% 394 +1,240 16.74% Q4 2025 Jan 06, 2026
FIRST MANHATTAN CO. LLC. History Added to 8,640 777 0.0% 0.0% 395 +240 2.86% Q4 2025 Feb 17, 2026
XML Financial, LLC History Reduced 8,634 777 0.06% 0.06% 396 -162 -1.84% Q4 2025 Feb 11, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History New 8,609 774 0.52% — 397 +8,609 New Q4 2025 Jan 07, 2026
Simplicity Wealth,LLC History Reduced 8,502 765 0.05% 0.04% 398 -573 -6.31% Q4 2025 Jan 30, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 8,475 762 0.41% 0.43% 399 -475 -5.31% Q4 2025 Feb 05, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Reduced 8,400 756 0.37% 3.77% 400 -3,747 -30.85% Q4 2025 Feb 17, 2026
TMB Capital Partners, LLC History New 8,286 745 0.25% — 401 +8,286 New Q4 2025 Feb 19, 2026
StrongBox Wealth, LLC History Added to 8,225 740 0.24% 0.17% 402 +2,222 37.01% Q4 2025 Jan 21, 2026
Keudell/Morrison Wealth Management History New 8,210 738 0.16% — 403 +8,210 New Q4 2025 Feb 06, 2026
Summit Wealth Group, LLC History Added to 8,199 737 0.17% 0.17% 404 +6 0.07% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Added to 8,159 734 0.01% 0.01% 405 +82 1.02% Q4 2025 Feb 17, 2026
Signal Advisors Wealth, LLC History Added to 8,122 730 0.06% 0.03% 406 +4,254 109.98% Q4 2025 Jan 13, 2026
Parkside Financial Bank & Trust History New 8,020 721 0.05% — 408 +8,020 New Q4 2025 Feb 13, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 8,016 721 0.11% 0.1% 407 -39 -0.48% Q4 2025 Feb 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,994 719 0.0% 0.0% 409 +1,100 15.96% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Added to 7,979 718 0.1% 0.04% 410 +4,228 112.72% Q4 2025 Feb 13, 2026
Vickerman Investment Advisors, Inc. History New 7,860 707 0.14% — 411 +7,860 New Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 7,823 704 0.05% 0.05% 412 -6 -0.08% Q4 2025 Feb 02, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 7,812 703 0.43% 0.42% 413 +32 0.41% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Added to 7,798 701 0.01% 0.01% 414 +1,483 23.48% Q4 2025 Jan 15, 2026
Cottage Street Advisors LLC History Reduced 7,791 701 0.3% 0.28% 415 -45 -0.57% Q4 2025 Jan 26, 2026
SAX WEALTH ADVISORS, LLC History Added to 7,757 698 0.03% 0.03% 416 +157 2.07% Q4 2025 Jan 12, 2026
Fonville Wealth Management LLC History Reduced 7,743 696 0.14% 0.15% 417 -273 -3.41% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Added to 7,700 693 0.04% 0.02% 419 +2,955 62.28% Q4 2025 Feb 10, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 7,703 693 0.0% 0.0% 418 +553 7.73% Q4 2025 Feb 17, 2026
Sageworth Trust Co History No change 7,657 689 0.03% 0.03% 420 0 0.0% Q4 2025 Feb 03, 2026
Vise Technologies, Inc. History Added to 7,608 684 0.01% 0.01% 421 +4,864 177.26% Q4 2025 Feb 11, 2026
Mesirow Financial Investment Management, Inc. History Added to 7,516 676 0.01% 0.01% 422 +20 0.27% Q4 2025 Feb 05, 2026
MCF Advisors LLC History Added to 7,494 674 0.04% 0.0% 423 +7,296 3684.85% Q4 2025 Feb 11, 2026
INTEGRITY ALLIANCE, LLC. History New 7,463 671 0.02% — 424 +7,463 New Q4 2025 Feb 09, 2026
Ancora Advisors LLC History Added to 7,325 659 0.01% 0.01% 426 +42 0.58% Q4 2025 Feb 17, 2026
Legacy Private Trust Co. History No change 7,330 659 0.04% 0.04% 425 0 0.0% Q4 2025 Jan 08, 2026
Sovereign Financial Group, Inc. History Added to 7,275 654 0.11% 0.11% 427 +554 8.24% Q4 2025 Jan 07, 2026
Wealth Dimensions Group, Ltd. History Reduced 7,247 652 0.13% 0.13% 428 -246 -3.28% Q4 2025 Feb 13, 2026
Disciplined Investors, L.L.C. History Added to 7,248 652 0.43% 0.43% 429 +126 1.77% Q4 2025 Feb 10, 2026
Madison Wealth Partners, Inc History Added to 7,107 639 0.12% 0.06% 430 +3,711 109.28% Q4 2025 Feb 10, 2026
Wilkins Miller Wealth Management, LLC History Added to 7,080 637 0.38% 0.37% 431 +57 0.81% Q4 2025 Jan 21, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 7,048 634 0.17% 0.17% 432 0 0.0% Q4 2025 Jan 28, 2026
Quadrature Capital Ltd History New 6,988 628 0.01% — 433 +6,988 New Q4 2025 Feb 17, 2026
PACIFIC FINANCIAL GROUP INC History Added to 6,945 625 0.35% 0.36% 434 +1,223 21.37% Q4 2025 Feb 17, 2026
Aspen Wealth Strategies, LLC History Reduced 6,923 623 0.34% 0.34% 435 -234 -3.27% Q4 2025 Jan 28, 2026
Financial Insights, Inc. History Added to 6,908 621 0.21% 0.18% 436 +550 8.65% Q4 2025 Mar 31, 2026
Pasadena Private Wealth, LLC History Added to 6,889 619 0.08% 0.08% 438 +413 6.38% Q4 2025 Feb 10, 2026
Apollon Financial, LLC History Added to 6,888 619 0.09% 0.09% 439 +201 3.01% Q4 2025 Jan 22, 2026
Berkeley Capital Partners, LLC History Added to 6,879 619 0.15% 0.14% 437 +64 0.94% Q4 2025 Feb 05, 2026
Apollon Wealth Management, LLC History Added to 6,829 614 0.01% 0.01% 440 +1,109 19.39% Q4 2025 Jan 22, 2026
NORTHERN TRUST CORP History Added to 6,818 613 0.0% 0.0% 441 +2,539 59.34% Q4 2025 Feb 17, 2026
EVOKE WEALTH, LLC History Added to 6,780 610 0.01% 0.01% 442 +285 4.39% Q4 2025 Feb 06, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 6,775 609 0.2% 0.2% 443 -174 -2.5% Q4 2025 Jan 27, 2026
Nikulski Financial, Inc. History Added to 6,713 604 0.14% 0.09% 444 +2,707 67.57% Q4 2025 Jan 15, 2026
Cresset Asset Management, LLC History Added to 6,720 604 0.0% 0.0% 445 +27 0.4% Q4 2025 Feb 17, 2026
Cascade Financial Partners, LLC History No change 6,628 596 0.06% 0.06% 446 0 0.0% Q4 2025 Feb 06, 2026
HF Advisory Group, LLC History Reduced 6,597 593 0.21% 0.25% 447 -1,411 -17.62% Q4 2025 Jan 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 6,545 589 0.04% 0.04% 448 +60 0.93% Q4 2025 Jan 23, 2026
DMKC Advisory Services, LLC History No change 6,397 575 0.25% 0.27% 449 0 0.0% Q4 2025 Jan 30, 2026
CoreCap Advisors, LLC History Added to 6,357 572 0.02% 0.02% 450 +268 4.4% Q4 2025 Jan 13, 2026
Hyundai Investments Co., Ltd. History New 6,299 569 0.55% — 451 +6,299 New Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 6,179 556 0.02% 0.02% 452 +52 0.85% Q4 2025 Jan 20, 2026
Visionary Wealth Advisors History Added to 6,157 554 0.02% 0.02% 453 +388 6.73% Q4 2025 Feb 13, 2026
Friday Financial History Added to 6,064 545 0.19% 0.21% 454 +47 0.78% Q4 2025 Jan 09, 2026
Selby Wealth Management, LLC History New 6,045 544 0.22% — 455 +6,045 New Q4 2025 Feb 13, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 6,017 541 0.15% 0.15% 456 0 0.0% Q4 2025 Jan 22, 2026
Net Worth Advisory Group History New 6,001 540 0.11% — 457 +6,001 New Q4 2025 Jan 14, 2026
CIBC WORLD MARKET INC. History Reduced 5,984 538 0.0% 0.0% 458 -903 -13.11% Q4 2025 Feb 10, 2026
Red Tortoise LLC History Added to 5,959 536 0.23% 0.22% 459 +61 1.03% Q4 2025 Jan 22, 2026
StoneX Group Inc. History Added to 5,900 532 0.02% 0.02% 460 +598 11.28% Q4 2025 Feb 12, 2026
INVESTMENT COUNSEL CO OF NEVADA History Added to 5,876 528 1.13% 0.93% 461 +499 9.28% Q4 2025 Feb 13, 2026
Luminvest Wealth Management LLC History Added to 5,832 524 0.15% 0.12% 463 +1,359 30.38% Q4 2025 Jan 26, 2026
Beacon Financial Advisory LLC History Added to 5,825 524 0.12% 0.11% 462 +3 0.05% Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History New 5,822 523 0.02% — 464 +5,822 New Q4 2025 Jan 30, 2026
Collaborative Wealth Managment Inc. History Reduced 5,792 521 0.18% 0.21% 465 -486 -7.74% Q4 2025 Feb 09, 2026
Financially in Tune, LLC History New 5,735 516 0.48% — 466 +5,735 New Q4 2025 Feb 27, 2026
Heritage Wealth Management, Inc. History New 5,600 504 0.14% — 468 +5,600 New Q4 2025 Jan 26, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 5,610 504 0.23% 0.24% 467 -275 -4.67% Q4 2025 Jan 22, 2026
Clearstead Advisors, LLC History Added to 5,591 503 0.01% 0.01% 469 +33 0.59% Q4 2025 Feb 09, 2026
Pegasus Asset Management, Inc. History No change 5,589 503 0.15% 0.15% 470 0 0.0% Q4 2025 Feb 02, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 5,575 501 0.01% 0.0% 471 +2,503 81.48% Q4 2025 Feb 10, 2026
DOVER ADVISORS, LLC History Reduced 5,542 498 0.19% 0.19% 472 -103 -1.82% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 5,497 494 0.01% 0.02% 473 0 0.0% Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 5,446 490 0.04% 0.05% 474 0 0.0% Q4 2025 Jan 30, 2026
Integris Wealth Management, LLC History Reduced 5,393 485 0.11% 0.11% 475 -13 -0.24% Q4 2025 Jan 21, 2026
FIFTH THIRD BANCORP History Added to 5,378 484 0.0% 0.0% 476 +1,378 34.45% Q4 2025 Feb 02, 2026
Main Street Financial Solutions, LLC History Added to 5,380 484 0.04% 0.03% 477 +618 12.98% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Added to 5,351 482 0.01% 0.01% 478 +2,408 81.82% Q4 2025 Feb 11, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 5,351 481 0.07% 0.06% 480 +506 10.44% Q4 2025 Jan 12, 2026
ORG Partners LLC History Added to 5,353 481 0.08% 0.08% 481 +265 5.21% Q4 2025 Jan 14, 2026
Bell Bank History Added to 5,345 481 0.02% 0.02% 479 +227 4.44% Q4 2025 Jan 14, 2026
TRUE Private Wealth Advisors History Added to 5,312 478 0.05% 0.03% 482 +1,895 55.46% Q4 2025 Feb 13, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 5,278 475 0.21% 0.23% 483 0 0.0% Q4 2025 Feb 10, 2026
Ipsen Advisor Group LLC History Reduced 5,233 470 0.33% 0.37% 484 -898 -14.65% Q4 2025 Feb 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 5,158 464 0.03% 0.04% 485 -1,065 -17.11% Q4 2025 Feb 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 5,137 462 0.03% 0.02% 486 +273 5.61% Q4 2025 Jan 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 5,100 459 0.13% 0.12% 487 +400 8.51% Q4 2025 Feb 11, 2026
Balboa Wealth Partners History Added to 5,089 458 0.08% 0.07% 488 +3 0.06% Q4 2025 Jan 16, 2026
Ameritas Advisory Services, LLC History Reduced 5,058 455 0.02% 0.03% 489 -424 -7.73% Q4 2025 Feb 04, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 5,044 453 0.11% 0.09% 490 +700 16.11% Q4 2025 Jan 23, 2026
Patten Group, Inc. History Added to 5,001 450 0.08% 0.07% 491 +781 18.51% Q4 2025 Jan 23, 2026
Mattern Wealth Management LLC History Added to 5,000 450 0.09% 0.08% 492 +300 6.38% Q4 2025 Jan 16, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 4,931 443 0.01% 0.01% 494 -874 -15.06% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 4,928 443 0.03% 0.03% 493 +571 13.11% Q4 2025 Jan 23, 2026
Level Wealth Management LLC History Reduced 4,912 442 0.23% 0.24% 495 -421 -7.89% Q4 2025 Feb 02, 2026
Triad Wealth Partners, LLC History Added to 4,816 433 0.04% 0.04% 496 +1,188 32.75% Q4 2025 Jan 22, 2026
RDA Financial Network History Reduced 4,803 432 0.1% 0.1% 497 -62 -1.27% Q4 2025 Jan 06, 2026
Newport Capital Group, LLC History No change 4,807 432 0.26% 0.26% 498 0 0.0% Q4 2025 Feb 13, 2026
Lantern Wealth Advisors, LLC History Added to 4,756 428 0.23% 0.13% 500 +1,867 64.62% Q4 2025 Feb 17, 2026
Westshore Wealth, LLC History No change 4,756 428 0.14% 0.14% 499 0 0.0% Q4 2025 Feb 25, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 4,754 427 0.0% — 501 +4,754 New Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Added to 4,716 424 0.0% 0.0% 502 +1,422 43.17% Q4 2025 Jan 28, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 4,679 421 0.04% — 503 +4,679 New Q4 2025 Feb 09, 2026
Schiavi & Co LLC History Added to 4,668 420 0.13% 0.13% 504 +49 1.06% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 4,660 419 0.01% 0.01% 505 +2,600 126.21% Q4 2025 Feb 05, 2026
Gateway Wealth Partners, LLC History Added to 4,617 415 0.05% 0.05% 507 +28 0.61% Q4 2025 Feb 11, 2026
Aldebaran Financial Inc. History No change 4,600 415 0.38% 0.39% 506 0 0.0% Q4 2025 Jan 23, 2026
Copia Wealth Management History New 4,603 414 0.3% — 508 +4,603 New Q4 2025 Feb 06, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 4,551 409 0.04% 0.05% 509 -846 -15.68% Q4 2025 Feb 18, 2026
Opal Wealth Advisors, LLC History Reduced 4,542 408 0.11% 0.11% 510 -19 -0.42% Q4 2025 Jan 26, 2026
COFG Advisors, LLC History New 4,483 403 0.1% — 511 +4,483 New Q4 2025 Feb 10, 2026
INVESTED ADVISORS History New 4,416 397 0.41% — 512 +4,416 New Q4 2025 Jan 26, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 4,333 389 0.1% 0.09% 513 +249 6.1% Q4 2025 Feb 09, 2026
Cornerstone Financial Management LLC History New 4,320 388 0.36% — 514 +4,320 New Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History New 4,209 378 0.0% — 516 +4,209 New Q4 2025 Feb 10, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 4,204 378 0.18% 0.17% 515 +19 0.45% Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History Added to 4,172 375 0.06% 0.06% 517 +41 0.99% Q4 2025 Feb 24, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 4,153 373 0.01% 0.01% 518 -343 -7.63% Q4 2025 Feb 05, 2026
3Chopt Investment Partners, LLC History Reduced 4,114 370 0.08% 0.08% 519 -62 -1.48% Q4 2025 Feb 10, 2026
VAN DEN BERG MANAGEMENT I, INC History Reduced 4,074 366 0.08% 0.09% 520 -60 -1.45% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History Reduced 3,972 360 0.04% 0.04% 521 -171 -4.13% Q4 2025 Jan 12, 2026
FOCUS Wealth Advisors, LLC History No change 4,009 360 0.17% 0.16% 522 0 0.0% Q4 2025 Jan 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 3,976 357 0.0% — 524 +3,976 New Q4 2025 Jan 30, 2026
FIRST HORIZON CORP History Added to 3,970 357 0.02% 0.01% 523 +1,750 78.83% Q4 2025 Jan 27, 2026
Mach-1 Financial Group, LLC History Added to 3,961 356 0.07% 0.04% 525 +1,116 39.23% Q4 2025 Feb 06, 2026
Prosperitas Financial LLC History Added to 3,947 355 0.14% 0.13% 527 +259 7.02% Q4 2025 Feb 04, 2026
Mraz, Amerine & Associates, Inc. History No change 3,950 355 0.05% 0.05% 526 0 0.0% Q4 2025 Feb 06, 2026
Discipline Wealth Solutions, LLC History Added to 3,915 352 0.07% 0.07% 529 +696 21.62% Q4 2025 Jan 26, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 3,921 352 0.12% 0.11% 528 0 0.0% Q4 2025 Jan 22, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 3,898 350 0.0% 0.0% 530 -553 -12.42% Q4 2025 Feb 11, 2026
GLOBALT Investments LLC / GA History Reduced 3,859 347 0.01% 0.01% 531 -113 -2.84% Q4 2025 Feb 06, 2026
Fiduciary Alliance LLC History New 3,828 344 0.02% — 532 +3,828 New Q4 2025 Jan 22, 2026
Fortis Capital Advisors, LLC History Reduced 3,814 343 0.05% 0.05% 534 -56 -1.45% Q4 2025 Jan 27, 2026
Charles Schwab Trust Co History No change 3,815 343 0.02% 0.02% 533 0 0.0% Q4 2025 Jan 09, 2026
Insight Advisors, LLC/ PA History Added to 3,768 339 0.05% 0.05% 536 +7 0.19% Q4 2025 Feb 11, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 3,775 339 0.02% 0.02% 535 0 0.0% Q4 2025 Feb 02, 2026
Quartz Partners, LLC History Added to 3,702 333 0.12% 0.11% 537 +105 2.92% Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Added to 3,671 330 0.02% 0.02% 538 +16 0.44% Q4 2025 Jan 30, 2026
Baron Wealth Management LLC History Added to 3,659 329 0.1% 0.1% 540 +38 1.05% Q4 2025 Jan 14, 2026
Avior Wealth Management, LLC History Reduced 3,658 329 0.01% 0.01% 539 -16 -0.44% Q4 2025 Jan 06, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Added to 3,600 324 0.13% 0.1% 541 +800 28.57% Q4 2025 Feb 04, 2026
NewEdge Wealth, LLC History Reduced 3,551 319 0.0% 0.01% 542 -834 -19.02% Q4 2025 Feb 03, 2026
Wealth Management Associates, Inc. History Added to 3,555 319 0.11% 0.1% 543 +115 3.34% Q4 2025 Jan 20, 2026
CURA WEALTH ADVISORS, LLC History No change 3,525 317 0.12% 0.11% 544 0 0.0% Q4 2025 Jan 23, 2026
Mason Investment Advisory Services, Inc. History No change 3,514 316 0.01% 0.01% 545 0 0.0% Q4 2025 Feb 12, 2026
Legacy Trust History No change 3,500 315 0.06% 0.06% 546 0 0.0% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History Added to 3,491 314 0.01% 0.0% 547 +2,023 137.81% Q4 2025 Feb 11, 2026
IRON Financial LLC History Added to 3,468 312 0.14% 0.14% 548 +22 0.64% Q4 2025 Jan 22, 2026
Modera Wealth Management, LLC History Reduced 3,454 310 0.0% 0.0% 549 -20 -0.58% Q4 2025 Jan 21, 2026
SWS Partners History Reduced 3,426 308 0.07% 0.08% 551 -619 -15.3% Q4 2025 Jan 16, 2026
Capital Investment Advisory Services, LLC History Added to 3,423 308 0.02% 0.02% 550 +616 21.95% Q4 2025 Jan 21, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 3,433 308 0.13% 0.13% 552 +32 0.94% Q4 2025 Feb 05, 2026
RAINIER FAMILY WEALTH INC History New 3,400 306 0.23% — 554 +3,400 New Q4 2025 Jan 20, 2026
MONECO ADVISORS, LLC History Added to 3,403 306 0.02% 0.02% 553 +620 22.28% Q4 2025 Feb 04, 2026
TWO SIGMA SECURITIES, LLC History Added to 3,396 305 0.04% 0.03% 555 +720 26.91% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 3,373 303 0.02% 0.02% 556 -68 -1.98% Q4 2025 Jan 29, 2026
City State Bank History Added to 3,360 302 0.08% 0.02% 557 +2,690 401.49% Q4 2025 Jan 28, 2026
OakTrust Wealth Advisors, LLC History New 3,346 301 0.28% — 558 +3,346 New Q4 2025 Feb 27, 2026
Lewis Asset Management, LLC History No change 3,325 299 0.12% 0.12% 559 0 0.0% Q4 2025 Jan 15, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 3,322 298 0.02% — 560 +3,322 New Q4 2025 Jan 20, 2026
M Wealth Management, LLC History No change 3,290 296 0.26% 0.24% 561 0 0.0% Q4 2025 Jan 29, 2026
Independence Asset Advisors, LLC History New 3,251 292 0.16% — 562 +3,251 New Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History Added to 3,207 288 0.01% 0.01% 564 +149 4.87% Q4 2025 Jan 28, 2026
STALEY CAPITAL ADVISERS INC History No change 3,200 288 0.01% 0.01% 563 0 0.0% Q4 2025 Feb 05, 2026
Perigon Wealth Management, LLC History Reduced 3,195 287 0.01% 0.01% 565 -38 -1.18% Q4 2025 Jan 16, 2026
Cape Investment Advisory, Inc. History New 3,171 285 0.09% — 566 +3,171 New Q4 2025 Feb 17, 2026
Yukon Wealth Management, Inc. History No change 2,886 281 0.16% 0.08% 567 0 0.0% Q4 2025 Feb 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 3,104 279 0.01% 0.01% 568 +60 1.97% Q4 2025 Feb 09, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 3,099 278 0.05% 0.04% 569 +522 20.26% Q4 2025 Jan 21, 2026
Empower Advisory Group, LLC History Added to 3,095 278 0.0% 0.0% 570 +104 3.48% Q4 2025 Feb 12, 2026
Curi Capital, LLC History New 3,085 277 0.0% — 571 +3,085 New Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 3,085 277 0.01% 0.01% 574 +281 10.02% Q4 2025 Feb 13, 2026
Avestar Capital, LLC History Reduced 3,078 277 0.02% 0.02% 575 -204 -6.22% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Added to 3,083 277 0.02% 0.02% 573 +194 6.72% Q4 2025 Feb 03, 2026
NESTEGG ADVISORS, INC. History Added to 3,080 277 0.24% 0.23% 576 +32 1.05% Q4 2025 Jan 21, 2026
Dorsey & Whitney Trust CO LLC History No change 3,081 277 0.01% 0.01% 572 0 0.0% Q4 2025 Feb 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History New 3,058 275 0.04% — 577 +3,058 New Q4 2025 Feb 04, 2026
Allegheny Financial Group History Added to 3,056 275 0.04% 0.05% 578 +32 1.06% Q4 2025 Feb 02, 2026
OpenArc Corporate Advisory, LLC History New 3,055 274 0.0% — 579 +3,055 New Q4 2025 Feb 13, 2026
Gryphon Financial Partners LLC History New 3,030 272 0.03% — 580 +3,030 New Q4 2025 Jan 08, 2026
Florida Trust Wealth Management Co History No change 3,000 270 0.01% 0.01% 581 0 0.0% Q4 2025 Jan 20, 2026
Winthrop Advisory Group LLC History Added to 2,979 268 0.02% 0.02% 582 +292 10.87% Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History Reduced 2,963 266 0.02% 0.02% 583 -1,830 -38.18% Q4 2025 Jan 29, 2026
Jaffetilchin Investment Partners, LLC History New 2,953 265 0.02% — 584 +2,953 New Q4 2025 Jan 15, 2026
Long Run Wealth Advisors, LLC History Added to 2,951 265 0.05% 0.05% 585 +79 2.75% Q4 2025 Feb 02, 2026
Brady Martz Wealth Solutions, LLC History No change 2,914 262 0.05% 0.04% 586 0 0.0% Q4 2025 Jan 15, 2026
Gradient Capital Advisors, LLC History Reduced 2,894 260 0.07% 0.07% 587 -139 -4.58% Q4 2025 Feb 06, 2026
Texas Capital Bank Wealth Management Services Inc History New 2,883 259 0.01% — 589 +2,883 New Q4 2025 Feb 09, 2026
Abacus Planning Group, Inc. History No change 2,882 259 0.03% 0.03% 588 0 0.0% Q4 2025 Jan 16, 2026
Snowden Capital Advisors LLC History New 2,835 255 0.01% — 590 +2,835 New Q4 2025 Feb 17, 2026
Integrity Advisory Solutions, LLC History Reduced 2,815 253 0.04% 0.04% 591 -30 -1.05% Q4 2025 Feb 09, 2026
Brown Miller Wealth Management, LLC History No change 2,781 250 0.07% 0.07% 592 0 0.0% Q4 2025 Jan 23, 2026
Redwood Investment Management, LLC History Reduced 2,771 249 0.03% 0.03% 593 -11 -0.4% Q4 2025 Feb 17, 2026
Savant Capital, LLC History New 2,759 248 0.0% — 594 +2,759 New Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 2,754 247 0.0% 0.0% 596 +2,543 1205.21% Q4 2025 Jan 22, 2026
Cornerstone Wealth Group, LLC History Reduced 2,750 247 0.02% 0.02% 595 -9 -0.33% Q4 2025 Jan 26, 2026
Breakwater Capital Group History No change 2,719 244 0.03% 0.03% 597 0 0.0% Q4 2025 Jan 09, 2026
apricus wealth, LLC History Added to 2,700 243 0.12% 0.12% 598 +100 3.85% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History New 2,666 239 0.01% — 600 +2,666 New Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Reduced 2,660 239 0.01% 0.01% 599 -113 -4.08% Q4 2025 Feb 17, 2026
THOMPSON DAVIS & CO., INC. History New 2,650 238 0.14% — 601 +2,650 New Q4 2025 Jan 12, 2026
Alchemi Wealth, LLC History New 2,640 237 0.13% — 602 +2,640 New Q4 2025 Feb 13, 2026
Atlantic Private Wealth, LLC History No change 2,632 236 0.15% 0.14% 603 0 0.0% Q4 2025 Feb 11, 2026
SURIENCE PRIVATE WEALTH LLC History New 2,590 233 0.25% — 605 +2,590 New Q4 2025 Jan 16, 2026
Aptus Capital Advisors, LLC History Added to 2,591 233 0.0% 0.0% 604 +1,317 103.38% Q4 2025 Feb 13, 2026
Commonwealth Retirement Investments LLC History New 2,575 231 0.07% — 606 +2,575 New Q4 2025 Feb 11, 2026
KERR FINANCIAL PLANNING Corp History Added to 2,500 229 0.31% 0.15% 608 +1,250 100.0% Q4 2025 Feb 10, 2026
Essex Bank History No change 2,545 229 0.05% 0.05% 607 0 0.0% Q4 2025 Feb 02, 2026
Shepherd Street Advisors LLC History New 2,537 228 0.22% — 609 +2,537 New Q4 2025 Feb 10, 2026
LIBRA WEALTH LLC History No change 2,525 227 0.06% 0.06% 610 0 0.0% Q4 2025 Jan 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History New 2,521 226 0.0% — 611 +2,521 New Q4 2025 Feb 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History New 2,500 225 0.0% — 612 +2,500 New Q4 2025 Feb 10, 2026
JT Stratford LLC History Added to 2,511 225 0.03% 0.03% 614 +94 3.89% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 2,500 225 0.07% 0.07% 613 0 0.0% Q4 2025 Jan 30, 2026
Concord Wealth Partners History No change 2,500 225 0.03% 0.03% 615 0 0.0% Q4 2025 Jan 29, 2026
Freestone Capital Holdings, LLC History New 2,491 224 0.01% — 616 +2,491 New Q4 2025 Jan 23, 2026
Breachway Investments LLC History New 2,458 221 0.23% — 617 +2,458 New Q4 2025 Jan 27, 2026
White Lighthouse Investment Management Inc. History Reduced 2,442 219 0.03% 0.03% 618 -51 -2.05% Q4 2025 Feb 09, 2026
AMI INVESTMENT MANAGEMENT INC History New 2,414 217 0.05% — 619 +2,414 New Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 2,393 215 0.01% 0.01% 620 -36 -1.48% Q4 2025 Feb 06, 2026
Beacon Capital Management, LLC History New 2,381 214 0.03% — 621 +2,381 New Q4 2025 Feb 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,335 210 0.02% 0.03% 622 -304 -11.52% Q4 2025 Jan 08, 2026
DiPaolo Financial Group, Inc. History New 2,329 209 0.22% — 624 +2,329 New Q4 2025 Feb 24, 2026
Bogart Wealth, LLC History Added to 2,327 209 0.01% 0.01% 623 +504 27.65% Q4 2025 Jan 30, 2026
Accredited Investors Inc. History New 2,310 207 0.01% — 626 +2,310 New Q4 2025 Feb 05, 2026
MONEY CONCEPTS CAPITAL CORP History New 2,308 207 0.01% — 625 +2,308 New Q4 2025 Feb 04, 2026
Facet Wealth, Inc. History New 2,170 207 0.0% — 627 +2,170 New Q4 2025 Jan 29, 2026
Gladstone Institutional Advisory LLC History New 2,295 206 0.01% — 628 +2,295 New Q4 2025 Feb 17, 2026
Vantage Point Financial LLC History New 2,290 206 0.07% — 629 +2,290 New Q4 2025 Feb 02, 2026
WEALTH ALLIANCE, LLC History New 2,287 205 0.02% — 630 +2,287 New Q4 2025 Feb 13, 2026
Bill Few Associates, Inc. History New 2,282 205 0.05% — 631 +2,282 New Q4 2025 Jan 12, 2026
Clark Asset Management, LLC History New 2,276 204 0.02% — 634 +2,276 New Q4 2025 Jan 27, 2026
STOCK YARDS BANK & TRUST CO History New 2,275 204 0.01% — 632 +2,275 New Q4 2025 Jan 21, 2026
Advisor OS, LLC History New 2,275 204 0.02% — 633 +2,275 New Q4 2025 Feb 04, 2026
Syverson Strege & Co History New 2,251 202 0.05% — 635 +2,251 New Q4 2025 Feb 09, 2026
Trek Financial, LLC History New 2,249 202 0.01% — 636 +2,249 New Q4 2025 Feb 04, 2026
Creative Capital Management Investments LLC History No change 2,252 202 0.06% 0.06% 637 0 0.0% Q4 2025 Jan 23, 2026
FOCUSED ALPHA, LLC History New 2,241 201 0.06% — 639 +2,241 New Q4 2025 Feb 13, 2026
Cambria Investment Management, L.P. History New 2,240 201 0.01% — 638 +2,240 New Q4 2025 Feb 17, 2026
CNB Bank History No change 2,170 195 0.08% 0.08% 640 0 0.0% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 2,093 188 0.01% 0.01% 641 +127 6.46% Q4 2025 Jan 05, 2026
Team Financial Group, LLC History Added to 1,988 178 0.08% 0.08% 642 +19 0.96% Q4 2025 Jan 13, 2026
Stephens Consulting, LLC History Reduced 1,703 153 0.05% 0.05% 644 -87 -4.86% Q4 2025 Jan 13, 2026
BFSG, LLC History Added to 1,700 153 0.01% 0.01% 643 +17 1.01% Q4 2025 Jan 22, 2026
Laurel Wealth Advisors LLC History New 1,625 146 0.02% — 645 +1,625 New Q4 2025 Jan 30, 2026
Russell Investments Group, Ltd. History Reduced 1,615 145 0.0% 0.0% 646 -175 -9.78% Q4 2025 Feb 17, 2026
Stone House Investment Management, LLC History Added to 1,605 144 0.02% 0.02% 647 +2 0.12% Q4 2025 Jan 21, 2026
Nalls Sherbakoff Group, LLC History No change 1,575 141 0.1% 0.09% 648 0 0.0% Q4 2025 Mar 12, 2026
BAYBAN History New 1,454 130 0.11% — 649 +1,454 New Q4 2025 Mar 05, 2026
Colonial Trust Advisors History New 1,412 127 0.01% — 650 +1,412 New Q4 2025 Feb 12, 2026
BankPlus Trust Department History Added to 1,340 120 0.03% 0.02% 651 +289 27.5% Q4 2025 Jan 27, 2026
TFC Financial Management, Inc. History Added to 1,328 119 0.01% 0.01% 652 +753 130.96% Q4 2025 Jan 23, 2026
HHM Wealth Advisors, LLC History Reduced 1,321 118 0.01% 0.04% 653 -2,522 -65.63% Q4 2025 Jan 22, 2026
Colonial Trust Co / SC History No change 1,315 118 0.02% 0.01% 654 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 1,300 117 0.0% — 655 +1,300 New Q4 2025 Feb 13, 2026
Topsail Wealth Management, LLC History No change 1,255 112 0.02% 0.02% 656 0 0.0% Q4 2025 Feb 04, 2026
FRANKLIN RESOURCES INC History Added to 1,231 110 0.0% 0.0% 657 +1,125 1061.32% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Added to 1,222 109 0.0% 0.0% 658 +945 341.16% Q4 2025 Feb 12, 2026
Kentucky Trust Co History Added to 1,200 108 0.06% 0.04% 659 +405 50.94% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History New 1,173 105 0.03% — 660 +1,173 New Q4 2025 Jan 29, 2026
AMERIFLEX GROUP, INC. History Reduced 1,140 102 0.05% 0.07% 661 -1,140 -50.0% Q4 2025 Feb 18, 2026
SIGNATUREFD, LLC History No change 1,112 100 0.0% 0.0% 662 0 0.0% Q4 2025 Jan 20, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 1,094 98 0.04% 0.04% 663 0 0.0% Q4 2025 Jan 27, 2026
Sunbelt Securities, Inc. History No change 1,023 92 0.01% 0.01% 664 0 0.0% Q4 2025 Feb 20, 2026
Caitlin John, LLC History New 1,000 90 0.06% — 665 +1,000 New Q4 2025 Feb 18, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 964 88 0.0% 0.0% 666 -1 -0.1% Q4 2025 Jan 26, 2026
Signature Equity Partners, LLC History New 963 86 0.05% — 667 +963 New Q4 2025 Feb 17, 2026
Tidemark, LLC History Reduced 953 85 0.02% 0.06% 668 -1,653 -63.43% Q4 2025 Feb 10, 2026
Clean Yield Group History No change 865 77 0.02% 0.02% 669 0 0.0% Q4 2025 Jan 26, 2026
WPG Advisers, LLC History Reduced 814 73 0.05% 0.06% 670 -71 -8.02% Q4 2025 Jan 28, 2026
ADIRONDACK TRUST CO History Reduced 800 72 0.02% 0.02% 672 -5 -0.62% Q4 2025 Jan 08, 2026
UMB Bank, n.a. History No change 806 72 0.0% 0.0% 671 0 0.0% Q4 2025 Feb 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 787 70 0.2% 0.19% 673 0 0.0% Q4 2025 Feb 17, 2026
Hurley Capital, LLC History Added to 756 68 0.04% 0.04% 674 +7 0.93% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History New 708 63 0.0% — 675 +708 New Q4 2025 Feb 12, 2026
Retirement Wealth Solutions LLC History No change 701 63 0.04% 0.04% 676 0 0.0% Q4 2025 Jan 07, 2026
Atlantic Union Bankshares Corp History No change 675 60 0.0% 0.0% 677 0 0.0% Q4 2025 Feb 04, 2026
Archer Investment Corp History No change 676 60 0.01% 0.01% 678 0 0.0% Q4 2025 Jan 30, 2026
Running Point Capital Advisors, LLC History Added to 656 59 0.02% 0.01% 679 +42 6.84% Q4 2025 Feb 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 637 57 0.02% 0.02% 680 -19 -2.9% Q4 2025 Jan 09, 2026
Bay Harbor Wealth Management, LLC History No change 623 56 0.01% 0.01% 681 0 0.0% Q4 2025 Feb 02, 2026
Blume Capital Management, Inc. History No change 606 54 0.01% 0.01% 682 0 0.0% Q4 2025 Feb 05, 2026
TSFG, LLC History Added to 587 53 0.01% 0.01% 683 +6 1.03% Q4 2025 Feb 04, 2026
Vermillion Wealth Management, Inc. History Added to 568 51 0.02% 0.01% 685 +64 12.7% Q4 2025 Feb 11, 2026
Crewe Advisors LLC History No change 569 51 0.0% 0.0% 684 0 0.0% Q4 2025 Jan 16, 2026
BROWN BROTHERS HARRIMAN & CO History No change 527 47 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 12, 2026
Winthrop Capital Management, LLC History Added to 510 46 0.01% 0.01% 687 +4 0.79% Q4 2025 Feb 10, 2026
WealthShield Partners, LLC History New 503 45 0.0% — 688 +503 New Q4 2025 Feb 03, 2026
CX Institutional History Added to 497 45 0.0% 0.0% 689 +267 116.09% Q4 2025 Feb 02, 2026
Steigerwald, Gordon & Koch Inc. History Added to 492 44 0.0% 0.0% 690 +392 392.0% Q4 2025 Jan 23, 2026
Kimelman & Baird, LLC History No change 488 43 0.0% 0.0% 691 0 0.0% Q4 2025 Feb 06, 2026
Smithfield Trust Co History No change 461 42 0.0% 0.0% 692 0 0.0% Q4 2025 Feb 09, 2026
Asset Dedication, LLC History Added to 466 41 0.0% 0.0% 693 +147 46.08% Q4 2025 Jan 26, 2026
ST GERMAIN D J CO INC History Added to 455 40 0.0% 0.0% 694 +97 27.09% Q4 2025 Jan 29, 2026
Jackson Hole Capital Partners, LLC History No change 426 38 0.01% 0.01% 695 0 0.0% Q4 2025 Jan 30, 2026
Hara Capital LLC History No change 400 36 0.02% 0.02% 696 0 0.0% Q4 2025 Jan 15, 2026
EASTERN BANK History No change 395 35 0.0% 0.0% 697 0 0.0% Q4 2025 Jan 14, 2026
Triumph Capital Management History New 382 34 0.01% — 698 +382 New Q4 2025 Feb 12, 2026
N.E.W. Advisory Services LLC History Added to 357 32 0.0% 0.0% 699 +4 1.13% Q4 2025 Jan 28, 2026
Meramec Financial Planners, LLC History New 325 31 0.01% — 702 +325 New Q4 2025 Feb 10, 2026
Transce3nd, LLC History Reduced 332 31 0.25% 0.2% 701 -4 -1.19% Q4 2025 Feb 06, 2026
American Capital Advisory, LLC History No change 350 31 0.01% 0.01% 700 0 0.0% Q4 2025 Jan 30, 2026
Westside Investment Management, Inc. History No change 341 30 0.0% 0.0% 703 0 0.0% Q4 2025 Jan 23, 2026
Game Plan Financial Advisors, LLC History New 333 29 0.01% — 704 +333 New Q4 2025 Jan 14, 2026
EPG Wealth Management LLC History Added to 316 28 0.01% 0.01% 706 +4 1.28% Q4 2025 Jan 28, 2026
Indiana Trust & Investment Management Co History No change 317 28 0.01% 0.01% 705 0 0.0% Q4 2025 Jan 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,932 28 0.01% 0.1% 707 0 0.0% Q4 2025 Jan 22, 2026
Newbridge Financial Services Group, Inc. History Added to 306 27 0.0% 0.0% 708 +3 0.99% Q4 2025 Jan 21, 2026
FINANCIAL CONSULATE, INC History Added to 299 26 0.0% 0.0% 709 +107 55.73% Q4 2025 Jan 22, 2026
Strive Financial Group ,LLC History New 281 25 0.01% — 710 +281 New Q4 2025 Feb 18, 2026
Morton Brown Family Wealth, LLC History No change 268 24 0.01% 0.01% 711 0 0.0% Q4 2025 Jan 28, 2026
MGB Wealth Management, LLC History New 250 22 0.01% — 712 +250 New Q4 2025 Feb 17, 2026
Blue Trust, Inc. History New 234 21 0.0% — 713 +234 New Q4 2025 Jan 16, 2026
Golden State Wealth Management, LLC History Added to 226 20 0.0% 0.0% 714 +1 0.44% Q4 2025 Feb 13, 2026
Ulland Investment Advisors, LLC History No change 220 20 0.02% 0.01% 715 0 0.0% Q4 2025 Jan 08, 2026
Federation des caisses Desjardins du Quebec History Added to 212 19 0.0% 0.0% 716 +52 32.5% Q4 2025 Feb 12, 2026
LGT Financial Advisors LLC History Reduced 205 18 0.11% 0.04% 717 -36 -14.94% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History No change 204 18 0.01% 0.01% 718 0 0.0% Q4 2025 Feb 12, 2026
WHI TRUST Co LLC History New 199 17 0.01% — 719 +199 New Q4 2025 Feb 05, 2026
VAN ECK ASSOCIATES CORP History No change 178 16 0.0% 0.0% 720 0 0.0% Q4 2025 Feb 13, 2026
Beaird Harris Wealth Management, LLC History Reduced 177 15 0.0% 0.0% 721 -55 -23.71% Q4 2025 Feb 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 155 13 0.01% — 724 +155 New Q4 2025 Mar 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 152 13 0.0% 0.0% 722 0 0.0% Q4 2025 Feb 10, 2026
Comprehensive Financial Planning, Inc./PA History No change 151 13 0.01% 0.01% 723 0 0.0% Q4 2025 Feb 11, 2026
BOK Financial Private Wealth, Inc. History Reduced 126 11 0.0% 0.01% 725 -2,162 -94.49% Q4 2025 Feb 06, 2026
Dynamic Wealth Strategies, LLC History New 124 11 0.01% — 728 +124 New Q4 2025 Feb 04, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 126 11 0.0% 0.0% 726 +2 1.61% Q4 2025 Jan 27, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 122 11 0.0% 0.0% 727 +2 1.67% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Reduced 121 10 0.0% 0.0% 730 -493 -80.29% Q4 2025 Feb 06, 2026
Kingdom Financial Group LLC. History New 118 10 0.0% — 731 +118 New Q4 2025 Feb 06, 2026
CENTRAL TRUST Co History New 112 10 0.0% — 729 +112 New Q4 2025 Feb 02, 2026
IFC & Insurance Marketing, Inc. History New 111 10 0.01% — 732 +111 New Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History No change 110 9 0.0% 0.0% 733 0 0.0% Q4 2025 Feb 11, 2026
WestEnd Advisors, LLC History No change 104 9 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 27, 2026
Measured Wealth Private Client Group, LLC History No change 108 9 0.0% 0.0% 735 0 0.0% Q4 2025 Feb 10, 2026
Caldwell Trust Co History No change 109 9 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 30, 2026
Armor Investment Advisors, LLC History New 95 8 0.0% — 738 +95 New Q4 2025 Feb 05, 2026
ALLIANZ SE History No change 94 8 0.0% 0.0% 737 0 0.0% Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Added to 78 7 0.0% 0.0% 742 +45 136.36% Q4 2025 Feb 02, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 81 7 0.0% 0.0% 739 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Bancorp, Inc. History No change 80 7 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 22, 2026
Key FInancial Inc History No change 83 7 0.0% 0.0% 741 0 0.0% Q4 2025 Feb 09, 2026
Aventura Private Wealth, LLC History New 76 6 0.0% — 744 +76 New Q4 2025 Jan 07, 2026
Financial Freedom, LLC History Added to 68 6 0.0% 0.0% 743 +1 1.49% Q4 2025 Feb 17, 2026
Princeton Global Asset Management LLC History New 60 5 0.0% — 746 +60 New Q4 2025 Jan 20, 2026
Wells Financial Advisors INC History New 60 5 0.01% — 747 +60 New Q4 2025 Feb 02, 2026
Farmers & Merchants Trust Co of Chambersburg PA History New 50 5 0.0% — 745 +50 New Q4 2025 Feb 02, 2026
USA FINANCIAL FORMULAS History Reduced 42 3 0.0% 0.15% 748 -9,796 -99.57% Q4 2025 Jan 14, 2026
POM Investment Strategies, LLC History No change 42 3 0.0% 0.0% 749 0 0.0% Q4 2025 Feb 17, 2026
McIlrath & Eck, LLC History New 25 2 0.0% — 750 +25 New Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History No change 28 2 0.0% 0.0% 751 0 0.0% Q4 2025 Jan 29, 2026
DHJJ Financial Advisors, Ltd. History No change 26 2 0.0% 0.0% 752 0 0.0% Q4 2025 Jan 23, 2026
SHP Wealth Management History New 22 1 0.0% — 754 +22 New Q4 2025 Mar 04, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 15 1 0.0% 0.0% 753 0 0.0% Q4 2025 Jan 30, 2026
Gould Capital, LLC History No change 16 1 0.0% 0.0% 755 0 0.0% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History Closed out 0 0 — 0.39% — -120,142 -100.0% Q3 2025 Nov 14, 2025
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.21% — -14,048 -100.0% Q3 2025 Nov 04, 2025
FIRST CITIZENS INVESTOR SERVICES, INC. History Closed out 0 0 — 0.35% — -10,812 -100.0% Q3 2025 Nov 04, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.09% — -9,995 -100.0% Q3 2025 Nov 03, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -8,090 -100.0% Q3 2025 Nov 10, 2025
True Link Financial Advisors, LLC History Closed out 0 0 — 0.03% — -6,000 -100.0% Q3 2025 Nov 06, 2025
VestGen Advisors, LLC History Closed out 0 0 — 0.02% — -5,550 -100.0% Q3 2025 Nov 14, 2025
FSC Wealth Advisors, LLC History Closed out 0 0 — 0.26% — -5,374 -100.0% Q3 2025 Oct 17, 2025
Phraction Management LLC History Closed out 0 0 — 0.11% — -4,640 -100.0% Q3 2025 Oct 09, 2025
COMMERCE BANK History Closed out 0 0 — 0.0% — -3,838 -100.0% Q3 2025 Nov 12, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -3,197 -100.0% Q3 2025 Oct 14, 2025
American Trust History Closed out 0 0 — 0.02% — -3,131 -100.0% Q3 2025 Nov 17, 2025
Destination Wealth Management History Closed out 0 0 — 0.01% — -2,829 -100.0% Q3 2025 Nov 14, 2025
Advisory Alpha, LLC History Closed out 0 0 — 0.01% — -2,755 -100.0% Q3 2025 Nov 12, 2025
HM PAYSON & CO History Closed out 0 0 — 0.0% — -2,500 -100.0% Q3 2025 Oct 17, 2025
Oregon Pacific Wealth Management, LLC History Closed out 0 0 — 0.18% — -2,460 -100.0% Q3 2025 Oct 22, 2025
Cascade Wealth Advisors, Inc History Closed out 0 0 — 0.1% — -2,320 -100.0% Q3 2025 Nov 12, 2025
Keener Financial Planning LLC History Closed out 0 0 — 0.06% — -1,509 -100.0% Q3 2025 Nov 07, 2025
Signature Resources Capital Management, LLC History Closed out 0 0 — 0.04% — -951 -100.0% Q3 2025 Oct 16, 2025
Towne Trust Company, N.A History Closed out 0 0 — 0.02% — -738 -100.0% Q3 2025 Oct 08, 2025
BALLAST ADVISORS LLC History Closed out 0 0 — 0.02% — -682 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -270 -100.0% Q3 2025 Nov 14, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -230 -100.0% Q3 2025 Mar 31, 2026
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -178 -100.0% Q3 2025 Oct 21, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.0% — -175 -100.0% Q3 2025 Nov 13, 2025
MassMutual Private Wealth & Trust, FSB History Closed out 0 0 — 0.0% — -36 -100.0% Q3 2025 Oct 22, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -25 -100.0% Q3 2025 Oct 07, 2025
Tower Research Capital LLC (TRC) History Reduced 3 0 — 0.0% — -11 -78.57% Q4 2025 Feb 17, 2026
Main Street Group, LTD History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 07, 2025
Clearstead Trust, LLC History No change 8 0 — — — 0 0.0% Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History No change 9 0 — — — 0 0.0% Q4 2025 Jan 21, 2026