Dimensional ETF Trust - DFAC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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.
Showing first 800 of 1,171 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MERCER GLOBAL ADVISORS INC /ADV History Added to 64,358,203 2,547,943 3.88% 3.94% 1 +3,126,277 5.11% Q4 2025 Feb 18, 2026
Align Financial, LLC History New 1,811,084 1,811,084 1.05% — 2 +1,811,084 New Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 42,704,909 1,690,687 1.93% 2.65% 3 +180,988 0.43% Q4 2025 Feb 13, 2026
Forum Financial Management, LP History Added to 41,068,700 1,625,909 21.15% 21.13% 4 +1,029,990 2.57% Q4 2025 Jan 27, 2026
LPL Financial LLC History Added to 17,742,346 702,419 0.19% 0.2% 5 +242,867 1.39% Q4 2025 Feb 11, 2026
Focus Partners Advisor Solutions, LLC History Added to 15,939,127 631,030 7.74% 4.88% 6 +4,775,954 42.78% Q4 2025 Feb 11, 2026
Apella Capital, LLC History Added to 13,914,954 550,893 10.89% 11.46% 7 +394,315 2.92% Q4 2025 Jan 21, 2026
Greenspring Advisors, LLC History Added to 13,253,011 524,686 32.19% 51.87% 8 +5,647,549 74.26% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 12,092,107 478,726 0.14% 0.14% 9 -749,683 -5.84% Q4 2025 Feb 10, 2026
Rockwood Wealth Management, LLC History Added to 11,598,734 459,193 34.24% 33.97% 10 +576,648 5.23% Q4 2025 Jan 29, 2026
Plancorp, LLC History Reduced 10,428,380 412,859 12.48% 12.83% 11 -175,600 -1.66% Q4 2025 Feb 05, 2026
SJS Investment Consulting Inc. History Added to 9,111,768 360,734 45.64% 47.44% 12 +122,216 1.36% Q4 2025 Jan 21, 2026
Geometric Wealth Advisors History Added to 8,570,969 339,324 43.65% 43.71% 13 +66,382 0.78% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Added to 8,024,961 317,708 1.81% 1.73% 14 +636,230 8.61% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 7,956,573 315,000 0.42% 0.43% 15 -678,373 -7.86% Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Reduced 7,522,835 297,829 2.37% 1.55% 16 -156,016 -2.03% Q4 2025 Feb 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Added to 6,689,376 264,832 26.01% 25.68% 17 +110,729 1.68% Q4 2025 Feb 13, 2026
Symmetry Partners, LLC History Added to 6,500,481 257,354 15.23% 16.79% 18 +2,501,860 62.57% Q4 2025 Jan 27, 2026
Beacon Pointe Advisors, LLC History Added to 5,975,927 236,586 1.66% 1.84% 19 +355,581 6.33% Q4 2025 Feb 18, 2026
Allworth Financial LP History New 5,963,230 236,084 0.97% — 20 +5,963,230 New Q4 2025 Feb 05, 2026
HighTower Advisors, LLC History Reduced 5,738,089 227,170 0.25% 0.26% 21 -201,526 -3.39% Q4 2025 Feb 06, 2026
Capstone Financial Advisors, Inc. History Added to 5,480,371 216,967 11.55% 11.25% 22 +98,606 1.83% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 5,335,077 211,215 0.02% 0.01% 23 +374,918 7.56% Q4 2025 Feb 17, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 4,844,024 196,134 18.54% 19.06% 24 +8,466 0.18% Q4 2025 Jan 22, 2026
Modera Wealth Management, LLC History Reduced 4,848,102 191,936 2.22% 2.23% 25 -148,335 -2.97% Q4 2025 Jan 21, 2026
GeoWealth Management, LLC History Added to 4,843,821 191,766 7.07% 6.65% 26 +115,567 2.44% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 4,789,246 189,606 2.56% 3.4% 27 +168,615 3.65% Q4 2025 Feb 06, 2026
AWM CAPITAL, LLC History Added to 4,753,661 188,197 17.08% 16.5% 28 +48,980 1.04% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 4,641,003 183,737 0.29% 0.28% 29 +71,269 1.56% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,556,413 180,388 0.06% 0.04% 30 +1,058,996 30.28% Q4 2025 Feb 18, 2026
Heritage Financial Services, LLC History Reduced 4,520,404 178,962 14.94% 16.02% 31 -100,620 -2.18% Q4 2025 Feb 02, 2026
Corient Private Wealth LLC History Added to 4,512,180 178,640 0.24% 0.12% 32 +2,566,168 131.87% Q4 2025 Mar 09, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 4,365,195 176,746 26.08% 24.74% 33 +2,337,937 115.33% Q4 2025 Jan 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 4,346,500 175,992 0.24% 0.26% 34 -61,892 -1.4% Q4 2025 Jan 08, 2026
Asset Dedication, LLC History Added to 4,350,772 172,247 11.31% 11.05% 35 +88,285 2.07% Q4 2025 Jan 26, 2026
TFO Wealth Partners, LLC History Added to 4,256,625 168,519 25.22% 25.81% 36 +152,188 3.71% Q4 2025 Feb 05, 2026
Pure Financial Advisors, LLC History Reduced 4,249,910 168,253 30.59% 2.64% 37 -54,177 -1.26% Q4 2025 Mar 04, 2026
Stratos Investment Management, LLC History Added to 4,064,248 160,903 6.45% 6.3% 38 +103,827 2.62% Q4 2025 Jan 20, 2026
Austin Asset Management Co Inc History Reduced 4,033,193 159,674 26.23% 28.71% 39 -49,499 -1.21% Q4 2025 Feb 04, 2026
Evanson Asset Management, LLC History Added to 4,002,215 158,447 8.55% 8.68% 40 +10,941 0.27% Q4 2025 Jan 12, 2026
Cerity Partners LLC History Reduced 3,995,456 158,180 0.23% 0.25% 41 -43,011 -1.07% Q4 2025 Feb 11, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 3,965,406 156,990 12.89% 12.14% 42 -142,309 -3.46% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 3,939,898 155,980 1.53% 1.43% 43 +335,403 9.31% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 3,764,666 149,049 0.18% 0.18% 44 +63,208 1.71% Q4 2025 Feb 13, 2026
DecisionPoint Financial, LLC History Added to 3,745,838 148,297 32.63% 31.92% 45 +204,800 5.78% Q4 2025 Jan 29, 2026
McGlone Suttner Wealth Management, Inc. History Added to 3,744,276 148,235 19.94% 20.02% 46 +34,725 0.94% Q4 2025 Jan 15, 2026
Triune Financial Partners, LLC History Reduced 3,630,425 147,685 34.52% 35.53% 47 -26,452 -0.72% Q4 2025 Feb 02, 2026
JFS WEALTH ADVISORS, LLC History Added to 3,726,135 147,517 8.31% 7.79% 48 +274,729 7.96% Q4 2025 Jan 14, 2026
Burton Enright Welch History Added to 3,678,371 145,626 20.5% 20.55% 49 +148,893 4.22% Q4 2025 Feb 13, 2026
Onyx Financial Advisors, LLC History Added to 3,627,314 143,605 60.88% 61.25% 50 +38,022 1.06% Q4 2025 Jan 14, 2026
OSAIC HOLDINGS, INC. History Added to 3,617,152 143,208 0.21% 0.19% 51 +110,854 3.16% Q4 2025 Feb 17, 2026
United Wealth Management, LLC History Added to 3,609,921 142,916 36.97% 37.16% 52 +69,162 1.95% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History Added to 3,575,791 141,566 1.2% 1.01% 53 +221,753 6.61% Q4 2025 Jan 05, 2026
Rockbridge Investment Management, LCC History Added to 3,528,811 139,705 12.99% 12.89% 54 +143,932 4.25% Q4 2025 Feb 04, 2026
von Borstel & Associates, Inc. History Added to 3,424,288 135,567 31.78% 20.48% 55 +12,629 0.37% Q4 2025 Feb 12, 2026
Financial Plan, Inc. History New 3,337,061 132,114 15.17% — 56 +3,337,061 New Q4 2025 Jan 28, 2026
Zhang Financial LLC History Added to 3,321,411 131,494 4.9% 5.16% 57 +30,820 0.94% Q4 2025 Feb 10, 2026
Betterment LLC History Added to 3,271,394 129,514 0.25% 0.24% 58 +105,022 3.32% Q4 2025 Feb 12, 2026
Syverson Strege & Co History Reduced 3,225,954 127,715 30.23% 30.09% 59 -29,579 -0.91% Q4 2025 Feb 09, 2026
ROYAL BANK OF CANADA History New 3,110,653 123,151 0.02% — 60 +3,110,653 New Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 3,066,683 121,409 0.23% 0.23% 61 -106,541 -3.36% Q4 2025 Feb 12, 2026
Conrad Siegel Investment Advisors, Inc. History Reduced 3,031,043 119,998 22.76% 24.81% 62 -32,545 -1.06% Q4 2025 Jan 14, 2026
Core Wealth Management, Inc. History Reduced 3,028,721 119,907 37.35% 37.77% 63 -12,114 -0.4% Q4 2025 Jan 28, 2026
Millburn Ridgefield LLC /DE/ History No change 2,939,529 116,375 2.77% 2.71% 64 0 0.0% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History No change 2,939,529 116,375 2.39% 2.29% 65 0 0.0% Q4 2025 Feb 10, 2026
BCU Wealth Advisors, LLC History Added to 2,905,716 115,037 44.02% 43.99% 66 +86,318 3.06% Q4 2025 Jan 30, 2026
Altiora Financial Group, LLC History Reduced 2,901,645 114,876 19.8% 20.92% 67 -62,960 -2.12% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 2,826,409 111,897 6.7% 9.0% 68 -1,199,323 -29.79% Q4 2025 Jan 20, 2026
BetterWealth, LLC History Added to 2,801,085 110,894 25.29% 25.5% 69 +23,959 0.86% Q4 2025 Jan 15, 2026
Private Advisor Group, LLC History Added to 2,749,527 108,853 0.51% 0.49% 70 +190,753 7.45% Q4 2025 Feb 17, 2026
RAM Investment Partners, LLC History Added to 2,731,780 108,151 19.56% 19.71% 71 +8,093 0.3% Q4 2025 Feb 12, 2026
Integrity Advisory Solutions, LLC History Added to 2,725,874 107,917 15.54% 15.26% 72 +246,950 9.96% Q4 2025 Feb 09, 2026
New Capital Management LP History Added to 2,660,860 105,343 26.46% 26.79% 73 +8,985 0.34% Q4 2025 Jan 20, 2026
Warwick Investment Management, Inc. History Added to 2,606,340 103,185 15.9% 16.36% 74 +162,163 6.63% Q4 2025 Jan 15, 2026
HFM Investment Advisors, LLC History Added to 2,582,955 102,259 39.97% 39.93% 75 +30,834 1.21% Q4 2025 Feb 05, 2026
Integrated Wealth Concepts LLC History Reduced 2,558,844 101,304 1.2% 1.06% 76 -503,620 -16.44% Q4 2025 Feb 13, 2026
Eaton-Cambridge Inc. History Added to 2,554,389 101,128 33.18% 33.76% 77 +38,512 1.53% Q4 2025 Feb 13, 2026
Meridian Wealth Partners, LLC History Reduced 2,487,016 98,460 13.57% 14.07% 78 -163,908 -6.18% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 2,484,271 98,352 0.36% 0.55% 79 -630,366 -20.24% Q4 2025 Feb 18, 2026
Porter White Investment Advisors, Inc. History Reduced 2,420,584 95,830 39.3% 40.36% 80 -16,587 -0.68% Q4 2025 Jan 29, 2026
Creative Planning History Added to 2,417,020 95,689 0.07% 0.07% 81 +74,076 3.16% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 2,403,802 95,166 3.47% 4.07% 82 +161,487 7.2% Q4 2025 Feb 09, 2026
Prudent Man Investment Management, Inc. History Added to 2,383,883 94,377 31.74% 28.78% 83 +885,247 59.07% Q4 2025 Feb 12, 2026
LRI Investments, LLC History Reduced 2,333,788 92,394 7.46% 7.52% 84 -47,534 -2.0% Q4 2025 Feb 04, 2026
Ruedi Wealth Management, Inc. History Added to 2,333,207 92,371 24.21% 23.34% 85 +171,339 7.93% Q4 2025 Feb 06, 2026
Heritage Investment Group, Inc. History Added to 2,308,426 91,390 13.91% 13.72% 86 +86,234 3.88% Q4 2025 Jan 30, 2026
ASSETMARK, INC History Reduced 2,288,888 90,617 0.18% 0.19% 87 -24,098 -1.04% Q4 2025 Jan 23, 2026
ARK & TLK INVESTMENTS, LLC History Added to 2,287,320 90,554 24.91% 25.25% 88 +224,411 10.88% Q4 2025 Feb 10, 2026
TCI Wealth Advisors, Inc. History Added to 2,259,558 89,455 4.93% 4.81% 89 +167,430 8.0% Q4 2025 Feb 02, 2026
ShankerValleau Wealth Advisors, Inc. History Reduced 2,225,592 88,111 23.88% 22.39% 90 -35,495 -1.57% Q4 2025 Jan 06, 2026
Safeguard Investment Advisory Group, LLC History Reduced 2,180,942 86,343 22.09% 21.95% 91 -113,549 -4.95% Q4 2025 Feb 13, 2026
SC&H Financial Advisors, Inc. History Added to 2,173,247 86,038 13.31% 13.37% 92 +47,544 2.24% Q4 2025 Jan 21, 2026
Kestra Advisory Services, LLC History Reduced 2,172,109 85,993 0.35% 0.38% 93 -7,964 -0.37% Q4 2025 Feb 13, 2026
Verisail Partners, LLC History Reduced 2,170,862 85,944 35.3% 35.62% 94 -6,174 -0.28% Q4 2025 Jan 29, 2026
KEB ASSET MANAGEMENT, LLC History Added to 2,121,369 83,985 17.02% 17.73% 95 +71,881 3.51% Q4 2025 Jan 09, 2026
GRAND WEALTH MANAGEMENT, LLC History Added to 2,085,651 82,570 37.44% 37.74% 96 +57,891 2.85% Q4 2025 Jan 26, 2026
SAX WEALTH ADVISORS, LLC History Reduced 2,054,917 81,354 3.83% 4.3% 97 -19,234 -0.93% Q4 2025 Jan 12, 2026
Warburton Capital Management, LLC History Reduced 2,033,971 80,524 45.47% 47.36% 98 -1,311 -0.06% Q4 2025 Jan 23, 2026
Sensible Money, LLC History Added to 2,030,499 80,387 25.67% 25.89% 99 +55,622 2.82% Q4 2025 Feb 09, 2026
Monument Group Wealth Advisors, LLC History Added to 1,968,050 77,915 42.47% 44.11% 100 +25,540 1.31% Q4 2025 Jan 15, 2026
Parkshore Wealth Management, Inc. History Added to 1,953,753 77,349 29.04% 28.8% 101 +121,554 6.63% Q4 2025 Feb 09, 2026
Planning Center, Inc. History Reduced 1,921,660 76,078 7.77% 8.38% 102 -148,446 -7.17% Q4 2025 Feb 02, 2026
VANCE WEALTH, LLC History Added to 1,905,792 75,450 22.41% 21.59% 103 +84,970 4.67% Q4 2025 Feb 17, 2026
BRIGHTON JONES LLC History Reduced 1,887,933 74,743 2.76% 1.78% 104 -40,407 -2.1% Q4 2025 Jan 27, 2026
MASTER'S WEALTH MANAGEMENT INC. History Added to 1,874,718 74,220 26.69% 29.56% 105 +108,759 6.16% Q4 2025 Jan 21, 2026
Cetera Investment Advisers History Added to 1,861,113 73,681 0.08% 0.06% 106 +462,428 33.06% Q4 2025 Feb 17, 2026
ANDREWS, LUCIA WEALTH MANAGEMENT LLC History Reduced 1,848,865 73,196 43.5% 43.11% 107 -6,452 -0.35% Q4 2025 Jan 26, 2026
Mattern Wealth Management LLC History Added to 1,833,381 72,583 13.97% 13.88% 108 +30,752 1.71% Q4 2025 Jan 16, 2026
HB Wealth Management, LLC History Reduced 1,819,746 72,043 0.47% 0.48% 109 -17,225 -0.94% Q4 2025 Jan 28, 2026
CAPSTONE CAPITAL LLC History Added to 1,815,402 71,871 46.7% 44.4% 110 +93,070 5.4% Q4 2025 Jan 22, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 1,799,605 71,246 1.08% 1.12% 111 -44,308 -2.4% Q4 2025 Jan 22, 2026
One Degree Advisors Inc History Added to 1,799,272 71,233 19.58% 21.16% 112 +10,773 0.6% Q4 2025 Feb 06, 2026
BAKER BOYER NATIONAL BANK History Reduced 1,787,342 70,760 21.36% 23.19% 113 -22,115 -1.22% Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Added to 1,739,921 68,883 0.0% 0.0% 114 +4,460 0.26% Q4 2025 Feb 11, 2026
WorthPointe, LLC History Reduced 1,723,318 68,226 17.92% 25.22% 115 -20,778 -1.19% Q4 2025 Jan 26, 2026
MASECO LLP History Added to 1,714,096 67,852 2.95% 2.77% 116 +230,979 15.57% Q4 2025 Jan 22, 2026
Straight Path Wealth Management History Added to 1,702,126 67,387 18.17% 16.78% 117 +89,196 5.53% Q4 2025 Feb 11, 2026
Shearwater Capital LLC History Reduced 1,692,313 66,998 38.46% 38.78% 118 -1,966 -0.12% Q4 2025 Jan 13, 2026
Chico Wealth RIA History Added to 1,684,338 66,682 43.44% 43.35% 119 +30,506 1.84% Q4 2025 Feb 10, 2026
CLARIS ADVISORS, LLC / MO / History Reduced 1,647,505 65,224 19.88% 20.82% 120 -23,526 -1.41% Q4 2025 Jan 16, 2026
Tillman Hartley LLC History Reduced 1,641,700 64,994 16.31% 16.97% 121 -58,387 -3.43% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 1,615,975 63,976 0.47% 0.47% 122 +54,624 3.5% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Added to 1,598,205 63,784 2.42% 0.54% 123 +1,370,784 602.75% Q4 2025 Feb 13, 2026
Discipline Wealth Solutions, LLC History Added to 1,600,389 63,359 11.74% 11.42% 124 +477,461 42.52% Q4 2025 Jan 26, 2026
COMERICA BANK History Reduced 1,600,324 63,356 0.25% 0.24% 125 -33,723 -2.06% Q4 2025 Jan 29, 2026
Creative Capital Management Investments LLC History Added to 1,584,561 62,732 18.93% 19.29% 126 +19,321 1.23% Q4 2025 Jan 23, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 1,582,714 62,659 1.18% 1.31% 127 -122,681 -7.19% Q4 2025 Feb 10, 2026
Financial Symmetry Inc History Added to 1,580,617 62,576 25.52% 26.32% 128 +58,805 3.86% Q4 2025 Jan 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 1,579,638 62,537 0.82% 0.39% 129 +880,512 125.94% Q4 2025 Feb 10, 2026
Ballentine Capital Advisors, Inc History Added to 1,549,891 61,360 25.84% 25.95% 130 +28,110 1.85% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Added to 1,548,995 61,324 1.2% 1.22% 131 +29,884 1.97% Q4 2025 Jan 14, 2026
Perigon Wealth Management, LLC History Reduced 1,544,016 61,127 1.09% 1.23% 132 -19,661 -1.26% Q4 2025 Jan 16, 2026
Glassman Wealth Services History Added to 1,528,980 60,532 8.17% 8.16% 133 +22,952 1.52% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,507,675 59,688 0.03% 0.03% 134 +378,063 33.47% Q4 2025 Feb 17, 2026
EARNED WEALTH ADVISORS, LLC History Reduced 1,475,990 58,434 18.85% 9.53% 135 -23,474 -1.57% Q4 2025 Jan 27, 2026
Morton Capital Management LLC/CA History Added to 1,418,804 56,170 8.63% 8.6% 136 +59,187 4.35% Q4 2025 Feb 03, 2026
Strathmore Capital Advisors, Inc. History Added to 1,409,282 55,793 18.29% 18.33% 137 +249,934 21.56% Q4 2025 Feb 13, 2026
Grunden Financial Advisory, Inc. History Reduced 1,380,842 54,667 21.36% 22.19% 138 -34,596 -2.44% Q4 2025 Jan 27, 2026
UBS Group AG History Reduced 1,377,498 54,535 0.01% 0.01% 139 -5,928 -0.43% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 1,375,525 54,457 0.28% — 140 +1,375,525 New Q4 2025 Feb 18, 2026
Aspen Capital Management, LLC History Added to 1,375,265 54,446 13.48% 12.76% 141 +77,225 5.95% Q4 2025 Jan 29, 2026
Wealth Advisors Northwest LLC History Added to 1,372,781 54,348 24.1% 23.78% 142 +97,874 7.68% Q4 2025 Jan 16, 2026
True Wealth Design, LLC History Reduced 1,364,046 54,002 15.83% 16.31% 143 -19,433 -1.4% Q4 2025 Jan 08, 2026
Applied Capital LLC History Added to 1,351,505 53,506 20.59% 20.61% 144 +25,063 1.89% Q4 2025 Jan 16, 2026
Passive Capital Management, LLC. History Added to 1,348,728 53,396 16.7% 16.38% 145 +46,354 3.56% Q4 2025 Feb 05, 2026
Efficient Advisors, LLC History Reduced 1,326,179 52,503 3.06% 3.48% 146 -275,273 -17.19% Q4 2025 Jan 21, 2026
Cypress Point Wealth Management, LLC History Added to 1,306,938 51,741 11.29% 9.86% 147 +43,633 3.45% Q4 2025 Feb 02, 2026
Trust Co of the South History Reduced 1,289,418 51,048 8.21% 8.39% 148 -21,705 -1.66% Q4 2025 Jan 05, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 1,261,235 49,932 7.86% 8.09% 149 -10,732 -0.84% Q4 2025 Jan 14, 2026
Lauterbach Financial Advisors, LLC History Reduced 1,249,821 49,480 24.2% 24.5% 150 -13,800 -1.09% Q4 2025 Feb 13, 2026
RS CRUM INC. History Reduced 1,247,673 49,395 9.87% 10.77% 151 -7,984 -0.64% Q4 2025 Feb 17, 2026
Midwest Heritage Bank, FSB History Reduced 1,235,099 48,897 16.88% 16.91% 152 -3,390 -0.27% Q4 2025 Feb 04, 2026
DEMMING FINANCIAL SERVICES CORP /ADV History New 1,216,820 48,174 36.22% — 153 +1,216,820 New Q4 2025 Mar 12, 2026
Vannoy Advisory Group, Inc. History Added to 1,178,091 46,640 29.56% 29.57% 154 +4,924 0.42% Q4 2025 Jan 15, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 1,174,084 46,481 14.53% 15.21% 155 -16,939 -1.42% Q4 2025 Jan 12, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Added to 1,171,454 46,377 18.93% 19.22% 156 +9,129 0.79% Q4 2025 Jan 08, 2026
Rather & Kittrell, Inc. History Reduced 1,157,544 45,827 7.38% 7.92% 157 -15,469 -1.32% Q4 2025 Jan 28, 2026
FMB WEALTH MANAGEMENT History Added to 1,132,662 44,842 17.69% 17.67% 158 +50,743 4.69% Q4 2025 Jan 22, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Reduced 1,131,138 44,781 13.59% 14.08% 159 -30,678 -2.64% Q4 2025 Jan 13, 2026
North Ridge Wealth Advisors, Inc. History Added to 1,123,490 44,478 24.9% 23.98% 160 +36,408 3.35% Q4 2025 Feb 13, 2026
BANNERMAN WEALTH MANAGEMENT GROUP, LLC History Added to 1,123,240 44,469 31.53% 31.8% 161 +4,300 0.38% Q4 2025 Jan 07, 2026
Equitable Holdings, Inc. History Added to 1,094,430 43,328 0.3% 0.31% 162 +7,410 0.68% Q4 2025 Feb 17, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History Reduced 1,070,079 42,364 15.16% 14.57% 163 -10,794 -1.0% Q4 2025 Jan 16, 2026
Vestment Financial LLC History Added to 1,037,532 42,206 21.89% 22.3% 164 +28,830 2.86% Q4 2025 Jan 23, 2026
Abel Hall, LLC History Added to 1,058,653 41,912 9.79% 16.11% 165 +24,380 2.36% Q4 2025 Feb 17, 2026
Squire Investment Management Company, LLC History Added to 1,050,100 41,573 12.58% 12.94% 166 +20,516 1.99% Q4 2025 Jan 22, 2026
Momentous Wealth Management, Inc. History Added to 1,044,688 41,359 23.45% 20.56% 167 +203,803 24.24% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 1,042,266 41,263 0.44% 0.35% 168 +435,823 71.87% Q4 2025 Jan 23, 2026
Capstone Wealth Management, Inc. History New 1,034,677 41,014 35.94% — 169 +1,034,677 New Q4 2025 Feb 20, 2026
Platform Wealth Management, LLC History New 1,032,484 40,876 10.87% — 170 +1,032,484 New Q4 2025 Feb 11, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 1,032,480 40,875 4.47% 3.56% 171 +221,248 27.27% Q4 2025 Feb 18, 2026
Johnson Wealth Management, LLC History New 1,021,161 40,427 20.12% — 172 +1,021,161 New Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,014,430 40,161 0.11% 0.16% 173 -488,826 -32.52% Q4 2025 Feb 05, 2026
Vantage Point Financial LLC History Added to 985,172 39,002 13.95% 13.67% 174 +70,754 7.74% Q4 2025 Feb 02, 2026
Vested Financial Planning, LLC History Added to 982,386 38,892 29.95% 30.53% 175 +6,438 0.66% Q4 2025 Jan 23, 2026
MML INVESTORS SERVICES, LLC History Added to 978,602 38,742 0.09% 0.1% 176 +21,791 2.28% Q4 2025 Feb 13, 2026
Mills Wealth Advisors LLC History Added to 970,963 38,440 15.16% 14.65% 177 +37,244 3.99% Q4 2025 Jan 27, 2026
Cardinal Point Capital Management ULC History Added to 969,697 38,390 2.51% 2.49% 178 +35,598 3.81% Q4 2025 Feb 05, 2026
Trellis Wealth Advisors LLC History Reduced 955,750 37,838 14.8% 15.97% 179 -61,354 -6.03% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Reduced 954,564 37,791 1.65% 1.71% 180 -18,207 -1.87% Q4 2025 Feb 10, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Added to 946,601 37,475 15.31% 15.4% 181 +123 0.01% Q4 2025 Jan 09, 2026
Parker Financial LLC History Reduced 945,085 37,416 15.18% 15.12% 182 -10,755 -1.13% Q4 2025 Feb 03, 2026
Arcadia Wealth Management, Inc. History Added to 940,985 37,253 21.37% 21.99% 183 +2,216 0.24% Q4 2025 Feb 10, 2026
Private Wealth Management Group, LLC History Added to 934,536 36,998 9.88% 9.86% 184 +5,775 0.62% Q4 2025 Jan 23, 2026
Rachor Investment Advisory Services, LLC History New 932,059 36,900 19.58% — 185 +932,059 New Q4 2025 Jan 30, 2026
Watchman Group, Inc. History Reduced 930,471 36,837 8.79% 8.7% 186 -1,299 -0.14% Q4 2025 Feb 06, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 930,282 36,829 6.66% 6.67% 187 +11,671 1.27% Q4 2025 Jan 14, 2026
XY Planning Network, Inc. History Added to 917,707 36,332 6.33% 5.57% 188 +461,029 100.95% Q4 2025 Jan 26, 2026
DiNuzzo Private Wealth, Inc. History Reduced 907,983 35,947 3.91% 3.96% 189 -16,139 -1.75% Q4 2025 Jan 16, 2026
Schulz Wealth, LTD. History Added to 899,072 35,594 22.81% 22.31% 190 +24,161 2.76% Q4 2025 Feb 05, 2026
Lutz Financial Services LLC History Added to 896,946 35,510 2.42% 2.34% 191 +60,481 7.23% Q4 2025 Feb 06, 2026
Chicago Partners Investment Group LLC History Reduced 862,871 35,049 0.86% 0.91% 192 -18,422 -2.09% Q4 2025 Jan 28, 2026
B&D White Capital Company, LLC History Added to 875,107 34,645 4.01% 4.3% 193 +5,567 0.64% Q4 2025 Feb 13, 2026
BCO Wealth Management LLC History Added to 854,456 33,827 20.75% 20.87% 194 +34,474 4.2% Q4 2025 Jan 14, 2026
HTG Investment Advisors, Inc. History Added to 852,380 33,745 10.37% 10.51% 195 +42,200 5.21% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Added to 845,890 33,488 4.2% 3.92% 196 +99,254 13.29% Q4 2025 Jan 08, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 839,263 33,226 0.06% 0.07% 197 -2,714 -0.32% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 827,986 32,779 0.04% 0.04% 198 -8,359 -1.0% Q4 2025 Feb 02, 2026
Babb Wealth Advisors LLC History Added to 815,566 32,288 18.23% 18.46% 199 +79,295 10.77% Q4 2025 Feb 11, 2026
JP Wealth Management, Inc. History Reduced 809,294 32,039 22.65% 21.5% 200 -19,150 -2.31% Q4 2025 Jan 15, 2026
UMB Bank, n.a. History Reduced 807,793 31,980 0.43% 0.46% 201 -1,372 -0.17% Q4 2025 Feb 13, 2026
Peirce Capital Management, LLC History Reduced 805,384 31,885 12.69% 13.08% 202 -10,688 -1.31% Q4 2025 Feb 06, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 804,494 31,849 4.11% 4.59% 203 -40,133 -4.75% Q4 2025 Feb 04, 2026
MilWealth Group LLC History Reduced 799,156 31,638 7.53% 7.53% 204 -1,608 -0.2% Q4 2025 Feb 02, 2026
QUARRY HILL ADVISORS, LLC History Added to 796,184 31,520 14.65% 15.0% 205 +38,046 5.02% Q4 2025 Jan 26, 2026
Beacon Financial Strategies CORP History No change 790,195 31,283 17.46% 17.98% 206 0 0.0% Q4 2025 Jan 12, 2026
marrick wealth, LLC History New 790,116 31,280 25.6% — 207 +790,116 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 780,809 30,912 0.06% 0.05% 208 +336,526 75.75% Q4 2025 Feb 17, 2026
Old Peak Finance LLC History New 779,444 30,858 19.04% — 209 +779,444 New Q4 2025 Feb 10, 2026
Pacific Asset Management, LLC History Added to 766,407 30,342 18.22% 19.72% 210 +13,513 1.79% Q4 2025 Jan 28, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Reduced 758,615 30,033 18.59% 19.56% 211 -5,081 -0.67% Q4 2025 Feb 10, 2026
SageOak Financial, LLC History Reduced 754,119 29,855 21.61% 21.82% 212 -15,161 -1.97% Q4 2025 Feb 13, 2026
Wheels Up Wealth, Inc. History New 751,008 29,732 27.7% — 213 +751,008 New Q4 2025 Feb 17, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 749,732 29,681 4.19% 4.35% 214 +36,568 5.13% Q4 2025 Jan 12, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 741,779 29,367 1.89% 1.93% 215 -16,865 -2.22% Q4 2025 Jan 26, 2026
Wolfstich Capital, LLC History Added to 738,437 29,234 26.94% 31.6% 216 +336,935 83.92% Q4 2025 Jan 14, 2026
Cloud Capital Management, LLC History Added to 737,116 29,182 13.78% 13.67% 217 +64,560 9.6% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Reduced 734,073 29,061 0.93% 1.31% 218 -434,931 -37.21% Q4 2025 Jan 09, 2026
New Dimensions Wealth Management, LLC History Reduced 729,752 28,890 24.7% 24.92% 219 -7,741 -1.05% Q4 2025 Feb 03, 2026
MATHER GROUP, LLC. History Reduced 726,382 28,757 0.3% 0.29% 220 -7,651 -1.04% Q4 2025 Jan 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 724,680 28,690 0.75% 0.85% 221 -5,403 -0.74% Q4 2025 Feb 02, 2026
Aurelius Family Office LLC History Reduced 708,356 28,440 12.23% 12.3% 222 -8,805 -1.23% Q4 2025 Jan 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 715,356 28,320 0.5% 0.55% 223 -787 -0.11% Q4 2025 Jan 16, 2026
SwitchPoint Financial Planning, LLC History Added to 713,645 28,253 19.79% 19.64% 224 +10,626 1.51% Q4 2025 Feb 17, 2026
Aspen Wealth Management LLC History Reduced 708,683 28,056 5.89% 6.38% 225 -35,825 -4.81% Q4 2025 Jan 05, 2026
RCS Financial Planning, LLC History Reduced 706,410 27,966 12.05% 12.7% 226 -37,203 -5.0% Q4 2025 Jan 15, 2026
American Capital Advisory, LLC History Reduced 703,849 27,865 12.07% 12.86% 227 -15,062 -2.1% Q4 2025 Jan 30, 2026
ABLE Financial Group, LLC History Added to 703,042 27,833 5.65% 5.67% 228 +25,164 3.71% Q4 2025 Jan 23, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 696,900 27,590 0.04% 0.08% 229 -767,500 -52.41% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 690,258 27,327 1.01% 1.12% 230 -43,344 -5.91% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 689,181 27,284 0.54% 0.41% 231 +149,114 27.61% Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History Reduced 687,201 27,206 1.45% 1.53% 232 -13,994 -2.0% Q4 2025 Jan 20, 2026
Longview Financial Advisors LLC History Reduced 687,034 27,199 15.0% 15.35% 233 -3,269 -0.47% Q4 2025 Jan 14, 2026
Generations Wealth, LLC History New 676,317 26,775 27.4% — 234 +676,317 New Q4 2025 Feb 13, 2026
LifeGuide Financial Advisors, LLC History Added to 670,853 26,693 8.86% 8.23% 235 +50,769 8.19% Q4 2025 Jan 05, 2026
Savvy Advisors, Inc. History Added to 669,772 26,516 0.86% 1.09% 236 +54,614 8.88% Q4 2025 Jan 20, 2026
SCRATCH CAPITAL LLC History Added to 647,416 25,631 16.77% 15.4% 237 +42,033 6.94% Q4 2025 Jan 13, 2026
Financial Harvest, LLC History Added to 642,432 25,433 15.7% 15.93% 238 +29,554 4.82% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Reduced 641,167 25,383 1.32% 1.37% 239 -8,779 -1.35% Q4 2025 Mar 04, 2026
Financial Alternatives, Inc History Added to 640,550 25,359 14.74% 14.64% 240 +13,623 2.17% Q4 2025 Feb 04, 2026
Retirement Solution LLC History Added to 622,843 24,658 5.46% 5.3% 241 +46,920 8.15% Q4 2025 Jan 29, 2026
Wealth Management Strategies, Inc. History Added to 612,771 24,259 11.17% 11.23% 242 +25,026 4.26% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Added to 607,176 24,038 1.78% 2.05% 243 +12,135 2.04% Q4 2025 Jan 28, 2026
Investment Advisory Group, LLC History Added to 597,596 23,658 6.09% 6.12% 244 +13,661 2.34% Q4 2025 Jan 23, 2026
Cambridge Financial Group, LLC History Reduced 678,784 23,570 8.19% 8.54% 245 -8,962 -1.3% Q4 2025 Jan 09, 2026
CWM, LLC History Added to 595,143 23,562 0.06% 0.07% 246 +12,588 2.16% Q4 2025 Jan 26, 2026
CFS Investment Advisory Services, LLC History Added to 588,905 23,314 1.7% 1.6% 247 +37,356 6.77% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 585,019 23,160 0.01% 0.02% 248 -5,712 -0.97% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History Reduced 579,442 22,940 0.56% 0.58% 249 -14,980 -2.52% Q4 2025 Jan 28, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 554,892 21,968 5.76% 5.91% 250 -4,309 -0.77% Q4 2025 Feb 06, 2026
Parkwoods Wealth Partners, LLC History Added to 551,249 21,823 6.42% 6.91% 251 +25,830 4.92% Q4 2025 Jan 15, 2026
Signature Resources Capital Management, LLC History Added to 550,052 21,776 11.01% 10.99% 252 +29,095 5.58% Q4 2025 Jan 21, 2026
COGENT STRATEGIC WEALTH LLC History New 533,715 21,679 23.64% — 253 +533,715 New Q4 2025 Mar 02, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 542,967 21,496 7.43% 8.45% 254 -13,169 -2.37% Q4 2025 Jan 08, 2026
Pinnacle Financial Group, LLC / IL History Added to 542,531 21,478 6.23% 6.25% 255 +6,478 1.21% Q4 2025 Feb 05, 2026
Vistica Wealth Advisors, LLC History New 535,865 21,214 21.12% — 256 +535,865 New Q4 2025 Feb 13, 2026
Kilner Capital Advisors, LLC History New 530,877 21,017 20.06% — 257 +530,877 New Q4 2025 Feb 11, 2026
Visionary Wealth Advisors History Added to 529,844 20,976 0.95% 0.85% 258 +55,508 11.7% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 527,299 20,875 0.17% 0.2% 259 -41,951 -7.37% Q4 2025 Jan 26, 2026
Corus Family Wealth Advisors History Added to 525,961 20,822 16.62% 14.1% 260 +28,818 5.8% Q4 2025 Feb 04, 2026
Hill Investment Group Partners, LLC History Reduced 515,960 20,426 2.43% 2.86% 261 -92,454 -15.2% Q4 2025 Feb 17, 2026
tru Independence LLC History Added to 508,034 20,113 5.07% 4.81% 262 +27,770 5.78% Q4 2025 Jan 22, 2026
Approach Retirement Advisors, LLC History New 506,806 20,064 17.28% — 263 +506,806 New Q4 2025 Jan 29, 2026
MORGAN STANLEY History Reduced 505,370 20,007 0.0% 0.0% 264 -28,533 -5.34% Q4 2025 Feb 13, 2026
Trajan Wealth LLC History Reduced 499,485 19,774 0.82% 0.86% 265 -16,066 -3.12% Q4 2025 Feb 06, 2026
JDH Wealth Management, LLC History Added to 496,744 19,666 13.48% 13.6% 266 +146 0.03% Q4 2025 Jan 05, 2026
STIFEL FINANCIAL CORP History Added to 487,307 19,292 0.02% 0.02% 267 +36,867 8.18% Q4 2025 Feb 13, 2026
Kane Co Wealth Management, Inc. History New 483,347 19,135 16.87% — 268 +483,347 New Q4 2025 Feb 05, 2026
Daner Wealth Management, LLC History Reduced 460,238 19,012 11.64% 11.64% 269 -3,141 -0.68% Q4 2025 Feb 11, 2026
CVA Family Office, LLC History Added to 468,583 18,551 2.13% 2.31% 270 +2,324 0.5% Q4 2025 Jan 12, 2026
Simplicity Wealth,LLC History Reduced 466,734 18,477 1.1% 1.06% 271 -10,092 -2.12% Q4 2025 Jan 30, 2026
VESTIA PERSONAL WEALTH ADVISORS History Added to 453,922 18,049 9.17% 9.26% 272 +31,182 7.38% Q4 2025 Jan 27, 2026
Sequoia Financial Advisors, LLC History Reduced 455,552 18,035 0.1% 0.11% 273 -276 -0.06% Q4 2025 Feb 03, 2026
Keudell/Morrison Wealth Management History New 452,125 17,899 3.76% — 274 +452,125 New Q4 2025 Feb 06, 2026
Acorn Wealth Advisors, LLC History Added to 447,300 17,708 5.28% 3.02% 275 +197,115 78.79% Q4 2025 Feb 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Added to 447,143 17,702 11.08% 10.89% 276 +17,753 4.13% Q4 2025 Feb 24, 2026
PW ADVISORS, LLC \ FL History New 438,998 17,379 13.95% — 277 +438,998 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Reduced 426,588 16,888 0.86% 1.21% 278 -84,461 -16.53% Q4 2025 Feb 10, 2026
E6 Portfolios, LLC History New 424,818 16,818 19.24% — 279 +424,818 New Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Added to 424,183 16,793 0.2% 0.19% 280 +27,246 6.86% Q4 2025 Jan 21, 2026
Cravens & Co Advisors, LLC History Added to 411,210 16,715 10.95% 10.62% 281 +7,976 1.98% Q4 2025 Feb 10, 2026
ENTRUST FINANCIAL LLC History New 419,537 16,609 12.34% — 282 +419,537 New Q4 2025 Feb 06, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History Reduced 419,405 16,604 9.02% 9.24% 283 -3,536 -0.84% Q4 2025 Feb 02, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 405,767 16,064 6.01% 6.16% 284 +460 0.11% Q4 2025 Jan 08, 2026
Rockefeller Capital Management L.P. History Reduced 402,832 15,948 0.03% 0.04% 285 -115,359 -22.26% Q4 2025 Mar 16, 2026
Silver Oak Advisory Group, Inc. History Added to 400,421 15,852 7.17% 6.94% 286 +2,523 0.63% Q4 2025 Feb 03, 2026
Aerodigm Wealth, LLC History Reduced 399,223 15,805 5.56% 6.64% 287 -8,919 -2.19% Q4 2025 Feb 06, 2026
Summit Wealth Group, LLC History Reduced 394,752 15,628 3.65% 3.74% 288 -5,721 -1.43% Q4 2025 Feb 06, 2026
BESSEMER GROUP INC History Added to 394,043 15,600 0.02% 0.0% 289 +379,926 2691.27% Q4 2025 Feb 05, 2026
Capstone Wealth Management, LLC History Reduced 391,703 15,507 11.32% 11.64% 290 -453 -0.12% Q4 2025 Jan 20, 2026
Vise Technologies, Inc. History Added to 391,198 15,487 0.3% 0.03% 291 +369,067 1667.65% Q4 2025 Feb 11, 2026
Sensenig Capital Advisors, Inc History New 390,151 15,446 15.69% — 292 +390,151 New Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History New 387,820 15,353 0.1% — 293 +387,820 New Q4 2025 Jan 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 378,452 14,982 0.11% 0.11% 294 +19,056 5.3% Q4 2025 Feb 12, 2026
Five Oceans Advisors History Added to 375,157 14,852 5.25% 5.3% 295 +1,633 0.44% Q4 2025 Jan 16, 2026
FMR LLC History Added to 372,256 14,737 0.0% 0.0% 296 +43,251 13.15% Q4 2025 Feb 17, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 359,960 14,632 0.68% 0.87% 297 -28,154 -7.25% Q4 2025 Feb 03, 2026
Integrated Advisors Network LLC History Reduced 366,525 14,510 0.64% 0.6% 298 -3,054 -0.83% Q4 2025 Feb 17, 2026
Pollock Investment Advisors, LLC History Added to 359,703 14,240 10.47% 4.86% 299 +198,735 123.46% Q4 2025 Feb 12, 2026
NWAM LLC History Reduced 352,616 14,085 0.79% 0.74% 300 -1,008 -0.29% Q4 2025 Feb 04, 2026
CreativeOne Wealth, LLC History Added to 345,912 13,694 0.33% 0.32% 301 +3,787 1.11% Q4 2025 Feb 13, 2026
Foundry Financial LLC History New 345,417 13,675 7.18% — 302 +345,417 New Q4 2025 Feb 17, 2026
Hassell Wealth Management, LLC History Reduced 333,783 13,581 4.54% 4.69% 303 -17,010 -4.85% Q4 2025 Jan 26, 2026
Austin Wealth Management, LLC History Reduced 332,572 13,449 1.99% 2.26% 304 -41,487 -11.09% Q4 2025 Jan 26, 2026
Austin Private Wealth, LLC History Added to 332,981 13,182 0.98% 0.93% 305 +13,502 4.23% Q4 2025 Jan 20, 2026
Two West Capital Advisors LLC History Added to 332,128 13,148 7.64% 7.7% 306 +5,828 1.79% Q4 2025 Jan 13, 2026
Arax Advisory Partners History New 330,859 13,098 0.38% — 307 +330,859 New Q4 2025 Feb 13, 2026
Oceanside Advisors LLC History Reduced 329,564 13,047 7.91% 7.97% 308 -997 -0.3% Q4 2025 Jan 26, 2026
Family Office Research LLC History Reduced 324,951 12,994 5.31% 5.57% 309 -5,272 -1.6% Q4 2025 Feb 09, 2026
Winthrop Advisory Group LLC History Reduced 322,510 12,768 1.08% 1.11% 310 -7,342 -2.23% Q4 2025 Jan 21, 2026
Donalies Financial Planning, LLC History New 321,727 12,737 10.85% — 311 +321,727 New Q4 2025 Feb 17, 2026
ASPIRIANT, LLC History Added to 320,175 12,675 0.36% 0.38% 312 +8 0.0% Q4 2025 Jan 20, 2026
McLean Asset Management Corp History Reduced 311,615 12,648 2.27% 2.55% 313 -6,644 -2.09% Q4 2025 Jan 16, 2026
Stratos Wealth Partners, LTD. History Reduced 313,313 12,404 0.14% 0.15% 314 -11,834 -3.64% Q4 2025 Jan 20, 2026
MELFA WEALTH MANAGEMENT, INC. History Reduced 312,016 12,352 7.12% 7.11% 315 -2,410 -0.77% Q4 2025 Jan 16, 2026
Cherry Tree Wealth Management, LLC History Reduced 311,253 12,322 2.6% 2.68% 316 -5,727 -1.81% Q4 2025 Feb 10, 2026
Apollon Financial, LLC History Added to 309,507 12,253 1.78% 1.77% 317 +32,785 11.85% Q4 2025 Jan 22, 2026
McCartney Wealth Management LLC History New 308,747 12,223 10.55% — 318 +308,747 New Q4 2025 Feb 17, 2026
Waterfront Wealth Inc. History Added to 296,768 12,108 2.3% 2.34% 319 +200 0.07% Q4 2025 Jan 27, 2026
TANDEMGROWTH FINANCIAL ADVISORS LLC History New 305,252 12,084 10.55% — 321 +305,252 New Q4 2025 Feb 12, 2026
Great Lakes Retirement, Inc. History Reduced 305,250 12,084 1.26% 1.3% 320 -3,868 -1.25% Q4 2025 Feb 12, 2026
Cedar Wealth Management, LLC History No change 302,298 11,967 3.58% 3.57% 322 0 0.0% Q4 2025 Feb 06, 2026
Avantax Planning Partners, Inc. History Reduced 301,378 11,931 0.33% 0.46% 323 -114,212 -27.48% Q4 2025 Feb 05, 2026
Great Waters Wealth Management History Added to 300,851 11,910 1.31% 1.36% 324 +1,619 0.54% Q4 2025 Jan 15, 2026
Ferguson Johnson Wealth Management Inc History New 299,784 11,868 9.87% — 325 +299,784 New Q4 2025 Feb 06, 2026
M Holdings Securities, Inc. History Added to 298,856 11,832 0.85% 2.41% 326 +2,686 0.91% Q4 2025 Feb 11, 2026
Vigil Wealth Management, LLC History New 295,213 11,687 9.72% — 327 +295,213 New Q4 2025 Feb 10, 2026
Forthright Family Wealth Advisory LLC History Added to 293,543 11,621 7.3% 6.82% 328 +5,789 2.01% Q4 2025 Feb 23, 2026
SageView Advisory Group, LLC History Reduced 292,990 11,599 0.39% 0.4% 329 -7,795 -2.59% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 290,879 11,523 0.02% 0.0% 330 +276,936 1986.2% Q4 2025 Feb 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 290,006 11,481 0.22% 0.69% 331 -606,168 -67.64% Q4 2025 Feb 12, 2026
Foundation Wealth Management, LLC\PA History Reduced 287,195 11,370 4.13% 4.87% 332 -38,781 -11.9% Q4 2025 Jan 15, 2026
Pathstone Holdings, LLC History New 287,193 11,369 0.04% — 333 +287,193 New Q4 2025 Feb 13, 2026
WealthSpring Partners, LLC History New 286,312 11,335 11.61% — 334 +286,312 New Q4 2025 Feb 12, 2026
RF&L WEALTH MANAGEMENT, LLC History Reduced 284,805 11,275 6.32% 6.48% 335 -1,440 -0.5% Q4 2025 Jan 09, 2026
Tortoise Investment Management, LLC History Reduced 284,441 11,261 0.99% 1.0% 336 -7,629 -2.61% Q4 2025 Feb 06, 2026
Avion Wealth History Reduced 278,926 11,042 2.32% 2.41% 337 -12,468 -4.28% Q4 2025 Jan 23, 2026
Gemmer Asset Management LLC History Added to 277,720 10,994 0.85% 0.84% 338 +7,179 2.65% Q4 2025 Jan 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 276,967 10,965 0.19% 0.12% 339 +127,129 84.84% Q4 2025 Feb 19, 2026
Hippocratic Financial Advisors, LLC History Reduced 272,913 10,804 4.98% 5.13% 340 -3,339 -1.21% Q4 2025 Jan 20, 2026
AssuredPartners Investment Advisors, LLC History Added to 268,219 10,618 1.58% 2.19% 341 +13,037 5.11% Q4 2025 Feb 03, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 267,062 10,573 8.23% — 342 +267,062 New Q4 2025 Mar 05, 2026
CONQUIS FINANCIAL LLC History Added to 263,702 10,439 8.98% 7.41% 343 +60,888 30.02% Q4 2025 Feb 11, 2026
Red Wave Investments LLC History Reduced 262,428 10,389 3.09% 3.13% 344 -2,040 -0.77% Q4 2025 Feb 06, 2026
HEFFERNAN ADVISORY, INC History New 255,100 10,099 9.67% — 345 +255,100 New Q4 2025 Feb 03, 2026
Fort Point Capital Partners LLC History Reduced 246,258 10,042 1.13% 1.17% 346 -10,728 -4.17% Q4 2025 Feb 13, 2026
Note Advisors, LLC History Added to 246,533 9,999 5.13% 3.16% 347 +108,690 78.85% Q4 2025 Feb 18, 2026
Sterling Wealth Management, Inc. History Reduced 251,213 9,945 2.84% 3.11% 348 -14,731 -5.54% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 247,106 9,782 0.47% 0.39% 349 -2,622 -1.05% Q4 2025 Jan 27, 2026
Triad Wealth Partners, LLC History Added to 242,661 9,606 0.91% 1.07% 350 +27,218 12.63% Q4 2025 Jan 22, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Reduced 240,907 9,537 2.77% 2.81% 351 -2,159 -0.89% Q4 2025 Jan 08, 2026
CLUNE & ASSOCIATES, LTD. History Added to 239,321 9,474 2.05% 2.18% 352 +12,765 5.63% Q4 2025 Feb 09, 2026
Legacy Advisors, LLC History No change 238,363 9,436 1.01% 1.14% 353 0 0.0% Q4 2025 Jan 27, 2026
CITIZENS & NORTHERN CORP History Added to 238,023 9,423 2.33% 2.22% 354 +5,622 2.42% Q4 2025 Jan 28, 2026
BDFS Capital LLC History New 236,084 9,346 4.72% — 355 +236,084 New Q4 2025 Feb 26, 2026
SUTTON PLACE INVESTORS LLC History Added to 234,472 9,282 5.1% 5.14% 356 +515 0.22% Q4 2025 Jan 21, 2026
Arista Wealth Management, LLC History Added to 233,846 9,257 1.14% 1.12% 357 +11 0.0% Q4 2025 Feb 09, 2026
Index Fund Advisors, Inc. History Added to 232,355 9,198 0.43% 0.2% 358 +123,714 113.87% Q4 2025 Jan 29, 2026
PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV History New 228,982 9,065 8.5% — 359 +228,982 New Q4 2025 Feb 19, 2026
POINCIANA ADVISORS GROUP, LLC History Reduced 224,246 8,877 7.0% 7.34% 360 -1,077 -0.48% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 221,929 8,786 0.0% 0.0% 361 +19,110 9.42% Q4 2025 Feb 13, 2026
Woodside Wealth Management LLC History Added to 220,019 8,710 6.5% 6.69% 362 +123 0.06% Q4 2025 Jan 30, 2026
Investmark Advisory Group LLC History Reduced 219,652 8,696 3.7% 3.7% 363 -1,733 -0.78% Q4 2025 Jan 28, 2026
Freedom Financial Partners LLC History Reduced 218,990 8,669 3.15% 3.24% 364 -1,589 -0.72% Q4 2025 Jan 06, 2026
CGN Advisors LLC History Reduced 212,115 8,397 0.67% 0.71% 365 -12,591 -5.6% Q4 2025 Jan 05, 2026
Bridgewater Advisors Inc. History Reduced 206,602 8,379 0.54% 0.56% 366 -5,128 -2.42% Q4 2025 Jan 23, 2026
VSM Wealth Advisory, LLC History Added to 211,021 8,352 2.51% 2.51% 367 +2,114 1.01% Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History Reduced 204,859 8,110 3.51% 3.86% 368 -1,691 -0.82% Q4 2025 Jan 23, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 203,989 8,075 2.83% 2.84% 369 -46 -0.02% Q4 2025 Feb 09, 2026
Arnold Financial Planning LLC History New 203,159 8,043 8.29% — 370 +203,159 New Q4 2025 Jan 27, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 202,669 8,023 1.93% 3.16% 371 -107,267 -34.61% Q4 2025 Feb 27, 2026
Essential Planning, LLC. History Added to 200,754 7,947 2.53% 2.05% 372 +46,395 30.06% Q4 2025 Jan 15, 2026
Archford Capital Strategies, LLC History Added to 195,698 7,747 0.9% 0.88% 373 +3,205 1.66% Q4 2025 Jan 15, 2026
MB Generational Wealth, LLC History Added to 193,836 7,673 4.06% 2.45% 374 +93,716 93.6% Q4 2025 Feb 10, 2026
Berger Financial Group, Inc History Added to 192,279 7,612 0.44% 0.43% 375 +5,832 3.13% Q4 2025 Jan 27, 2026
SEI INVESTMENTS CO History Added to 185,485 7,343 0.01% 0.01% 376 +37,207 25.09% Q4 2025 Feb 13, 2026
Asset Advisory Group, Inc. History New 185,000 7,324 3.66% — 377 +185,000 New Q4 2025 Feb 12, 2026
IFG Advisors, LLC History Reduced 184,452 7,302 1.22% 1.16% 378 -524 -0.28% Q4 2025 Jan 13, 2026
Nicholas Hoffman & Company, LLC. History Reduced 178,814 7,079 0.16% 0.17% 379 -2,648 -1.46% Q4 2025 Feb 02, 2026
Qube Research & Technologies Ltd History Added to 178,153 7,053 0.01% 0.0% 380 +101,123 131.28% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 177,832 7,040 0.0% 0.0% 381 +34,147 23.77% Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 177,130 7,012 0.12% 0.15% 382 +444 0.25% Q4 2025 Feb 06, 2026
HMV Wealth Advisors, LLC History Reduced 176,310 6,980 3.49% 3.82% 383 -3,932 -2.18% Q4 2025 Jan 20, 2026
Physician Wealth Solutions Inc. History Reduced 170,275 6,741 2.86% 3.48% 384 -36,484 -17.65% Q4 2025 Jan 12, 2026
BROWN ADVISORY INC History Added to 169,362 6,705 0.01% 0.01% 385 +63,329 59.73% Q4 2025 Feb 13, 2026
Kaufman Rossin Wealth, LLC History Reduced 168,990 6,690 3.48% 3.6% 386 -1,731 -1.01% Q4 2025 Jan 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 167,973 6,650 0.51% 0.47% 387 -4,042 -2.35% Q4 2025 Jan 23, 2026
Montis Financial, LLC History Reduced 166,318 6,584 1.3% 1.55% 388 -7,533 -4.33% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Added to 166,200 6,579 0.08% 0.07% 389 +10,182 6.53% Q4 2025 Jan 15, 2026
Venture Visionary Partners LLC History Added to 163,498 6,472 0.21% 0.21% 390 +3,233 2.02% Q4 2025 Feb 13, 2026
BlueSky Wealth Advisors, LLC History No change 163,179 6,460 0.85% 0.85% 391 0 0.0% Q4 2025 Jan 26, 2026
TrueWealth Financial Partners History New 162,753 6,443 5.32% — 392 +162,753 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 162,252 6,423 5.3% — 393 +162,252 New Q4 2025 Feb 05, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 162,156 6,419 1.58% 3.39% 394 -199,163 -55.12% Q4 2025 Jan 08, 2026
Financial Council, LLC History Added to 160,420 6,351 2.54% 2.61% 395 +7,698 5.04% Q4 2025 Feb 05, 2026
Keystone Financial Group, Inc. History Added to 159,383 6,309 3.3% 2.54% 396 +42,374 36.21% Q4 2025 Jan 16, 2026
Midwest Trust Co History Reduced 157,707 6,243 0.08% 0.08% 397 -2,423 -1.51% Q4 2025 Feb 04, 2026
Sowell Financial Services LLC History Reduced 156,910 6,212 0.23% 0.24% 398 -2,366 -1.49% Q4 2025 Jan 21, 2026
Valued Wealth Advisors LLC History Reduced 154,748 6,126 2.69% 2.78% 399 -653 -0.42% Q4 2025 Jan 30, 2026
First Financial Group Corp History Reduced 154,423 6,113 5.2% 5.41% 400 -7,466 -4.61% Q4 2025 Jan 28, 2026
Wealth Architects, LLC History Added to 153,848 6,090 0.55% 0.55% 401 +3,575 2.38% Q4 2025 Feb 17, 2026
Integrity Wealth Solutions LLC History Reduced 150,513 5,958 2.36% 2.59% 402 -338 -0.22% Q4 2025 Feb 02, 2026
GEM Asset Management, LLC History Added to 147,651 5,947 2.65% 2.66% 403 +2,608 1.8% Q4 2025 Jan 09, 2026
Abacus Wealth Partners, LLC History Reduced 150,209 5,946 0.58% 0.84% 404 -1,307 -0.86% Q4 2025 Feb 05, 2026
HBE Wealth Management, LLC History New 149,817 5,931 5.58% — 405 +149,817 New Q4 2025 Jan 20, 2026
Prospect Financial Group LLC History Added to 149,434 5,916 5.5% 5.61% 406 +428 0.29% Q4 2025 Feb 10, 2026
Excelsior Advisor Network LLC History New 146,217 5,788 2.81% — 407 +146,217 New Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 145,945 5,777 0.27% 0.28% 408 +7,130 5.14% Q4 2025 Feb 05, 2026
Running Point Capital Advisors, LLC History Reduced 144,446 5,718 1.56% 1.52% 409 -2,425 -1.65% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 143,665 5,687 0.03% 0.03% 410 -398 -0.28% Q4 2025 Feb 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 143,274 5,672 0.12% 0.17% 411 -109,327 -43.28% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Added to 141,924 5,618 0.0% 0.0% 412 +12,202 9.41% Q4 2025 Feb 17, 2026
Oath Planning, LLC History New 141,482 5,601 5.53% — 413 +141,482 New Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 141,444 5,599 0.1% 0.1% 414 -6,300 -4.26% Q4 2025 Jan 22, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 141,178 5,589 5.24% — 415 +141,178 New Q4 2025 Feb 02, 2026
Physician Wealth Advisors, Inc. History Reduced 139,698 5,530 0.77% 0.79% 416 -5,127 -3.54% Q4 2025 Jan 29, 2026
Aprio Wealth Management, LLC History Reduced 139,500 5,522 0.32% 0.54% 417 -2,010 -1.42% Q4 2025 Jan 29, 2026
AE Wealth Management LLC History Added to 139,229 5,512 0.03% 0.03% 418 +20,315 17.08% Q4 2025 Jan 26, 2026
Ariadne Wealth Management, LP History Reduced 135,002 5,487 2.27% 2.4% 419 -3,470 -2.51% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Reduced 131,756 5,375 0.18% 0.19% 420 -786 -0.59% Q4 2025 Jan 27, 2026
GC Wealth Management RIA, LLC History Reduced 135,251 5,354 0.2% 0.18% 421 -5,200 -3.7% Q4 2025 Jan 30, 2026
Werba Rubin Papier Wealth Management History Added to 135,208 5,352 1.45% 0.8% 422 +6,357 4.93% Q4 2025 Jan 27, 2026
WPWealth LLP History Reduced 135,123 5,349 0.84% 0.88% 423 -4,742 -3.39% Q4 2025 Feb 13, 2026
ENTREWEALTH, LLC History Reduced 128,044 5,286 2.38% 2.78% 424 -12,267 -8.74% Q4 2025 Feb 13, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History Reduced 133,517 5,285 0.91% 0.91% 425 -2,950 -2.16% Q4 2025 Feb 09, 2026
Heritage Wealth Management, Inc. /CA/ History Reduced 131,673 5,212 3.31% 3.42% 426 -731 -0.55% Q4 2025 Feb 04, 2026
RVW Wealth, LLC History Reduced 128,610 5,091 0.39% 0.43% 427 -14,289 -10.0% Q4 2025 Jan 12, 2026
Beckerman Institutional, LLC History Added to 128,329 5,080 2.85% 2.82% 428 +4,333 3.49% Q4 2025 Feb 10, 2026
RFG Advisory, LLC History Reduced 128,171 5,074 0.1% 0.11% 429 -6,253 -4.65% Q4 2025 Feb 03, 2026
Caerus Investment Advisors, LLC History No change 126,041 4,989 1.62% 1.99% 430 0 0.0% Q4 2025 Feb 12, 2026
Twin Cities Retirement Group LLC History New 125,454 4,966 4.79% — 431 +125,454 New Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History Reduced 125,241 4,958 0.01% 0.01% 432 -624 -0.5% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 124,096 4,912 0.03% 0.03% 433 +973 0.79% Q4 2025 Feb 12, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Reduced 123,746 4,899 1.01% 1.06% 434 -6,058 -4.67% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History Reduced 123,326 4,882 0.13% 0.13% 435 -586 -0.47% Q4 2025 Feb 03, 2026
Alpha Financial Advisors, LLC History Reduced 121,933 4,827 1.48% 1.67% 436 -923 -0.75% Q4 2025 Jan 20, 2026
Aptus Capital Advisors, LLC History Reduced 120,636 4,775 0.03% 0.04% 437 -9,362 -7.2% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 120,355 4,764 0.08% 0.07% 438 +20,562 20.6% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Reduced 119,626 4,735 0.03% 0.03% 439 -2,016 -1.66% Q4 2025 Jan 29, 2026
Tranquilli Financial Advisor LLC History Added to 119,429 4,728 2.74% 2.69% 440 +1,262 1.07% Q4 2025 Jan 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 119,367 4,725 0.03% 0.03% 441 -1,914 -1.58% Q4 2025 Feb 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 117,345 4,646 0.06% 0.04% 442 +43,690 59.32% Q4 2025 Feb 10, 2026
M Wealth Management, LLC History Reduced 116,649 4,618 4.02% 4.28% 443 -9,680 -7.66% Q4 2025 Jan 29, 2026
Atlas Private Wealth Advisors History Added to 116,598 4,616 1.08% 1.0% 444 +10,587 9.99% Q4 2025 Feb 05, 2026
CURIO WEALTH, LLC History Added to 114,469 4,593 1.63% 1.64% 445 +10,955 10.58% Q4 2025 Feb 11, 2026
Arbor Wealth Advisors LLC History No change 115,776 4,583 3.27% 3.33% 446 0 0.0% Q4 2025 Jan 12, 2026
Mutual Advisors, LLC History Reduced 115,487 4,572 0.1% 0.1% 447 -941 -0.81% Q4 2025 Feb 02, 2026
McGrath & Associates, Inc. History Added to 114,723 4,541 6.45% 6.07% 449 +8,763 8.27% Q4 2025 Feb 10, 2026
PRIVATE TRUST CO NA History Added to 114,706 4,541 0.4% 0.37% 448 +6,455 5.96% Q4 2025 Jan 26, 2026
NorthRock Partners, LLC History Added to 112,300 4,445 0.07% 0.02% 450 +84,434 303.0% Q4 2025 Feb 17, 2026
BluePrint Investing LLC History New 111,626 4,419 3.52% — 451 +111,626 New Q4 2025 Feb 05, 2026
AlphaCore Capital LLC History Reduced 111,588 4,417 0.1% 0.15% 452 -1,978 -1.74% Q4 2025 Feb 05, 2026
VANGUARD GROUP INC History No change 111,471 4,413 0.0% 0.0% 453 0 0.0% Q4 2025 Jan 29, 2026
Balance Wealth, LLC History Reduced 109,918 4,351 1.4% 1.06% 454 -1,856 -1.66% Q4 2025 Jan 21, 2026
True North Advisors, LLC History Added to 109,176 4,322 0.56% 0.49% 455 +29,273 36.64% Q4 2025 Jan 22, 2026
Clarity Capital Advisors, LLC History Added to 108,746 4,305 2.15% 2.28% 456 +95 0.09% Q4 2025 Feb 11, 2026
Everest Management Corp. History Reduced 108,049 4,277 2.39% 2.8% 457 -6,000 -5.26% Q4 2025 Feb 02, 2026
KOM Wealth Management Group, LLC History Reduced 108,004 4,275 3.02% 3.36% 458 -7,098 -6.17% Q4 2025 Jan 23, 2026
McCarthy Asset Management, Inc. History Reduced 106,985 4,235 2.21% 3.94% 459 -52,076 -32.74% Q4 2025 Feb 03, 2026
Stratos Wealth Advisors, LLC History Added to 106,951 4,234 0.2% 0.2% 460 +200 0.19% Q4 2025 Jan 20, 2026
Advisors Capital Management, LLC History No change 105,199 4,164 0.05% 0.05% 461 0 0.0% Q4 2025 Jan 29, 2026
Aegis Wealth Management LLC History Added to 104,501 4,137 2.34% 2.05% 462 +5,474 5.53% Q4 2025 Jan 14, 2026
Clark Asset Management, LLC History Reduced 104,312 4,129 0.43% 0.47% 463 -639 -0.61% Q4 2025 Jan 27, 2026
Belleair Asset Management, LLC History New 104,045 4,119 3.92% — 464 +104,045 New Q4 2025 Jan 30, 2026
Meridian Wealth Management, LLC History Reduced 102,898 4,073 0.14% 0.15% 465 -944 -0.91% Q4 2025 Feb 04, 2026
Retirement Planning Group, LLC History Added to 102,318 4,050 0.13% 0.14% 466 +9 0.01% Q4 2025 Feb 03, 2026
Total Clarity Wealth Management, Inc. History Added to 102,152 4,044 0.98% 1.05% 467 +175 0.17% Q4 2025 Feb 02, 2026
INTEGRATED WEALTHCARE, LLC History New 100,641 3,984 3.35% — 468 +100,641 New Q4 2025 Jan 23, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 99,261 3,929 3.87% — 469 +99,261 New Q4 2025 Jan 26, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 98,703 3,907 0.1% 0.12% 470 -26,109 -20.92% Q4 2025 Feb 09, 2026
Curi Capital, LLC History Added to 97,805 3,872 0.07% 0.07% 471 +20 0.02% Q4 2025 Feb 17, 2026
USAdvisors Wealth Management, LLC History Reduced 96,598 3,824 1.26% 1.35% 472 -5,104 -5.02% Q4 2025 Feb 05, 2026
Orion Capital Management LLC History Reduced 95,395 3,776 1.27% 1.28% 473 -165 -0.17% Q4 2025 Feb 03, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 94,976 3,760 0.37% 0.41% 474 -9,074 -8.72% Q4 2025 Feb 02, 2026
TUDOR INVESTMENT CORP ET AL History Added to 94,836 3,754 0.01% 4.92% 475 +67,376 245.36% Q4 2025 Feb 17, 2026
Intelligent Financial Strategies History Added to 93,931 3,718 1.79% 1.76% 476 +47 0.05% Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 91,981 3,705 0.13% 0.11% 477 +17,206 23.01% Q4 2025 Jan 08, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 93,174 3,688 5.35% 6.34% 478 -2,529 -2.64% Q4 2025 Jan 28, 2026
C M BIDWELL & ASSOCIATES LTD History Added to 93,149 3,687 1.74% 1.71% 479 +929 1.01% Q4 2025 Feb 13, 2026
SUMMIT WEALTH GROUP LLC / CO History New 92,480 3,661 0.49% — 480 +92,480 New Q4 2025 Feb 04, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 92,057 3,644 2.89% 2.94% 481 0 0.0% Q4 2025 Feb 09, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 89,230 3,632 0.24% 0.33% 482 -21,488 -19.41% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 89,407 3,568 0.05% 0.04% 483 +8,220 10.12% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 89,946 3,560 0.0% 0.0% 484 +19,200 27.14% Q4 2025 Feb 17, 2026
Nautilus Advisors LLC History Added to 89,506 3,543 2.31% 2.28% 485 +1,638 1.86% Q4 2025 Jan 22, 2026
Buttonwood Financial Advisors Inc. History No change 88,260 3,494 1.16% 1.17% 486 0 0.0% Q4 2025 Feb 04, 2026
Eaton Financial Holdings Company, LLC History Added to 87,117 3,448 0.93% 0.86% 487 +7,589 9.54% Q4 2025 Feb 09, 2026
Lido Advisors, LLC History No change 89,078 3,447 0.01% 0.01% 488 0 0.0% Q4 2025 Feb 10, 2026
Freestone Capital Holdings, LLC History Reduced 87,036 3,445 0.1% 0.1% 489 -3 -0.0% Q4 2025 Jan 23, 2026
WestHill Financial Advisors, Inc. History No change 86,838 3,437 0.65% 0.66% 490 0 0.0% Q4 2025 Jan 21, 2026
OneAscent Family Office, LLC History Added to 86,678 3,431 2.33% 2.71% 491 +199 0.23% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Added to 84,002 3,418 0.11% 0.03% 492 +57,902 221.85% Q4 2025 Jan 23, 2026
Legacy Capital Wealth Partners, LLC History Reduced 86,010 3,405 0.73% 0.73% 493 -889 -1.02% Q4 2025 Jan 16, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 85,187 3,372 0.11% 0.12% 494 -3,855 -4.33% Q4 2025 Feb 13, 2026
ACCREDITED INVESTOR SERVICES, LLC History Reduced 83,831 3,318 2.2% 2.23% 495 -241 -0.29% Q4 2025 Feb 09, 2026
LJI Wealth Management, LLC History Added to 83,526 3,306 0.5% 0.12% 496 +65,099 353.28% Q4 2025 Feb 03, 2026
Concord Wealth Partners History Added to 83,311 3,298 0.43% 0.44% 497 +668 0.81% Q4 2025 Jan 29, 2026
Financial Insights, Inc. History Reduced 82,912 3,282 1.1% 1.14% 498 -6,340 -7.1% Q4 2025 Mar 31, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 82,893 3,281 1.19% 1.28% 500 -3,983 -4.58% Q4 2025 Jan 27, 2026
Samalin Investment Counsel, LLC History Added to 82,887 3,281 1.16% 1.06% 499 +3,349 4.21% Q4 2025 Jan 30, 2026
Kure Advisory, LLC History Reduced 82,055 3,248 1.82% 1.96% 501 -161 -0.2% Q4 2025 Jan 08, 2026
Caprock Group, LLC History Added to 81,688 3,234 0.07% 0.08% 502 +68 0.08% Q4 2025 Jan 28, 2026
Pioneer Wealth Management Group History Added to 81,467 3,225 0.98% 1.01% 503 +73 0.09% Q4 2025 Jan 12, 2026
City State Bank History Added to 81,031 3,208 0.88% 0.87% 504 +2,771 3.54% Q4 2025 Jan 28, 2026
25 LLC History Reduced 79,670 3,154 1.0% 1.05% 505 -25 -0.03% Q4 2025 Jan 15, 2026
Cresset Asset Management, LLC History Reduced 79,607 3,151 0.01% 0.05% 506 -216,518 -73.12% Q4 2025 Feb 17, 2026
Hartmann Taylor Wealth Management, LLC History No change 79,593 3,151 2.13% 2.2% 507 0 0.0% Q4 2025 Jan 15, 2026
Ares Financial Consulting, LLC History New 78,834 3,121 2.97% — 508 +78,834 New Q4 2025 Jan 30, 2026
EVOKE WEALTH, LLC History Added to 78,214 3,096 0.06% 0.06% 509 +1,421 1.85% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History Reduced 74,638 2,954 0.1% 0.11% 510 -1,380 -1.82% Q4 2025 Jan 14, 2026
Prosperity Planning, Inc. History Reduced 74,557 2,951 0.77% 0.96% 511 -17,641 -19.13% Q4 2025 Jan 14, 2026
L2 Asset Management, LLC History New 73,846 2,923 0.39% — 512 +73,846 New Q4 2025 Feb 17, 2026
Atwater Malick LLC History Added to 73,075 2,893 0.8% 0.82% 513 +164 0.22% Q4 2025 Jan 23, 2026
Keener Financial Planning LLC History Added to 72,937 2,887 1.25% 1.12% 514 +10,355 16.55% Q4 2025 Jan 23, 2026
Baker Avenue Asset Management, LP History No change 72,633 2,875 0.07% 0.07% 515 0 0.0% Q4 2025 Feb 10, 2026
Liberty Capital Management, Inc. History No change 72,322 2,863 0.53% 0.52% 516 0 0.0% Q4 2025 Jan 26, 2026
Marietta Wealth Management, LLC History No change 72,158 2,856 0.33% 0.34% 517 0 0.0% Q4 2025 Jan 28, 2026
NICOLET BANKSHARES INC History Added to 71,746 2,840 0.46% 0.23% 518 +34,004 90.1% Q4 2025 Feb 09, 2026
Seneschal Advisors, LLC History Reduced 71,473 2,829 2.08% 2.15% 520 -5,435 -7.07% Q4 2025 Feb 13, 2026
WealthCollab, LLC History No change 71,464 2,829 1.16% 1.26% 519 0 0.0% Q4 2025 Jan 27, 2026
YARGER WEALTH STRATEGIES, LLC History Reduced 71,075 2,813 1.21% 1.27% 521 -483 -0.67% Q4 2025 Jan 22, 2026
Ashton Thomas Private Wealth, LLC History Added to 70,526 2,792 0.07% 0.07% 522 +1,178 1.7% Q4 2025 Jan 29, 2026
Torren Management, LLC History New 70,227 2,780 1.42% — 523 +70,227 New Q4 2025 Jan 30, 2026
Lakeridge Wealth Management LLC History Reduced 69,877 2,766 1.26% 1.31% 524 -6,678 -8.72% Q4 2025 Jan 07, 2026
RB Capital Management, LLC History Added to 69,393 2,747 0.55% 0.54% 525 +1,594 2.35% Q4 2025 Feb 03, 2026
Merited Wealth, LLC History New 69,325 2,744 2.54% — 526 +69,325 New Q4 2025 Mar 26, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 69,303 2,743 0.01% 0.01% 527 -1,985 -2.78% Q4 2025 Feb 11, 2026
49 WEALTH MANAGEMENT, LLC History Added to 68,930 2,728 0.22% 0.24% 528 +2,148 3.22% Q4 2025 Feb 04, 2026
Strategent Financial, LLC History Added to 68,785 2,723 1.72% 1.86% 529 +1,518 2.26% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 68,162 2,698 0.0% 0.0% 530 +32,043 88.72% Q4 2025 Feb 12, 2026
Seaside Wealth Management, Inc. History Reduced 67,152 2,658 0.76% 0.77% 531 -16 -0.02% Q4 2025 Feb 17, 2026
DAVIS R M INC History No change 65,594 2,596 0.04% 0.04% 532 0 0.0% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 65,077 2,576 0.03% 0.04% 533 -3,820 -5.54% Q4 2025 Jan 30, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 64,802 2,565 0.16% 0.19% 534 -7,524 -10.4% Q4 2025 Jan 20, 2026
M&T BANK CORP History Reduced 64,557 2,555 0.01% 0.01% 535 -701 -1.07% Q4 2025 Jan 30, 2026
Sage Mountain Advisors LLC History No change 64,523 2,554 0.14% 0.14% 536 0 0.0% Q4 2025 Jan 23, 2026
Accurate Wealth Management, LLC History Added to 62,536 2,543 0.32% 0.31% 537 +1,100 1.79% Q4 2025 Jan 14, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 64,225 2,542 0.99% 1.05% 538 -5,048 -7.29% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 63,973 2,532 0.08% 0.09% 539 -5,331 -7.69% Q4 2025 Jan 30, 2026
CENTRAL TRUST Co History Added to 63,797 2,525 0.05% 0.05% 540 +1,292 2.07% Q4 2025 Feb 02, 2026
HUB Investment Partners, LLC History Reduced 63,115 2,498 0.06% 0.09% 541 -7,888 -11.11% Q4 2025 Feb 17, 2026
NerdWallet Wealth Partners, LLC History No change 62,617 2,479 1.11% 1.18% 542 0 0.0% Q4 2025 Jan 13, 2026
Aviance Capital Partners, LLC History Added to 62,044 2,456 0.28% 0.28% 543 +113 0.18% Q4 2025 Feb 06, 2026
FAMILY WEALTH PARTNERS, LLC History No change 61,978 2,453 0.88% 0.9% 544 0 0.0% Q4 2025 Jan 14, 2026
Amicus Financial Advisors, LLC History New 61,929 2,451 0.68% — 545 +61,929 New Q4 2025 Mar 02, 2026
Quad-Cities Investment Group, LLC History Added to 60,667 2,401 0.99% 0.97% 546 +1,603 2.71% Q4 2025 Jan 14, 2026
Brooklyn FI, LLC History No change 59,966 2,374 0.51% 0.52% 547 0 0.0% Q4 2025 Jan 21, 2026
Cascade Wealth Advisors, Inc History Reduced 57,612 2,355 1.09% 1.12% 548 -630 -1.08% Q4 2025 Feb 04, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 59,236 2,345 0.26% 0.27% 549 -218 -0.37% Q4 2025 Jan 08, 2026
Grey Fox Wealth Advisors, LLC History Reduced 58,679 2,323 0.48% 0.47% 550 -734 -1.24% Q4 2025 Feb 12, 2026
KM Capital Management Ltd. History Added to 58,675 2,322 1.19% 1.04% 551 +135 0.23% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 58,201 2,304 0.04% 0.01% 552 +35,359 154.8% Q4 2025 Jan 20, 2026
Schneider Downs Wealth Management Advisors, LP History No change 57,831 2,289 0.26% 0.26% 553 0 0.0% Q4 2025 Feb 12, 2026
STOLZ & ASSOCIATES, PS History New 57,546 2,278 1.76% — 554 +57,546 New Q4 2025 Feb 06, 2026
HFG Wealth Management, LLC History Reduced 57,387 2,271 1.25% 1.33% 555 -6,125 -9.64% Q4 2025 Jan 16, 2026
PDS Planning, Inc History No change 57,351 2,270 0.15% 0.15% 556 0 0.0% Q4 2025 Jan 26, 2026
Aquire Wealth Advisors, LLC History No change 57,169 2,263 0.59% 0.54% 557 0 0.0% Q4 2025 Jan 07, 2026
AMERIPRISE FINANCIAL INC History Added to 57,012 2,257 0.0% 0.0% 558 +10,725 23.17% Q4 2025 Feb 17, 2026
Axis Wealth Partners, LLC History Added to 56,969 2,255 1.25% 1.17% 559 +4,943 9.5% Q4 2025 Jan 30, 2026
Capital Group Private Client Services, Inc. History Reduced 56,951 2,254 0.04% 0.22% 560 -288,337 -83.51% Q4 2025 Feb 11, 2026
Kestra Investment Management, LLC History Added to 56,620 2,241 0.05% 0.06% 561 +814 1.46% Q4 2025 Feb 09, 2026
Freedom Investment Management, Inc. History Added to 56,492 2,236 0.65% 0.56% 562 +1,655 3.02% Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 56,184 2,224 0.04% — 563 +56,184 New Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 55,714 2,205 0.07% 0.07% 564 +115 0.21% Q4 2025 Feb 06, 2026
WCG Wealth Advisors LLC History Reduced 55,264 2,187 0.06% 0.14% 565 -3,212 -5.49% Q4 2025 Feb 10, 2026
Keating Financial Advisory Services, Inc. History New 54,589 2,161 0.29% — 566 +54,589 New Q4 2025 Feb 09, 2026
NorthAvenue LLC History New 54,144 2,143 1.77% — 567 +54,144 New Q4 2025 Apr 02, 2026
US BANCORP \DE\ History Reduced 54,058 2,140 0.0% 0.0% 568 -6,279 -10.41% Q4 2025 Jan 30, 2026
Parkside Financial Bank & Trust History Added to 53,606 2,122 0.16% 0.16% 569 +461 0.87% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 53,300 2,110 0.03% 0.03% 570 -1,989 -3.6% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 53,075 2,101 0.0% 0.0% 571 0 0.0% Q4 2025 Feb 06, 2026
Sterling Wealth Advisors Inc History Added to 52,427 2,075 1.25% 0.92% 573 +14,866 39.58% Q4 2025 Jan 26, 2026
American Financial Advisors, LLC History Added to 52,423 2,075 0.27% 0.26% 572 +121 0.23% Q4 2025 Feb 03, 2026
MJP ASSOCIATES INC /ADV History Added to 52,196 2,066 0.26% 0.26% 574 +32 0.06% Q4 2025 Feb 06, 2026
Advisor OS, LLC History Added to 52,196 2,066 0.17% 0.17% 575 +32 0.06% Q4 2025 Feb 04, 2026
Stirlingshire Investments, Inc. History New 52,038 2,060 1.83% — 576 +52,038 New Q4 2025 Feb 11, 2026
GREAT OAK CAPITAL PARTNERS, LLC History Reduced 51,647 2,055 0.52% 0.55% 577 -3,030 -5.54% Q4 2025 Jan 06, 2026
Rialto Wealth Management, LLC History Added to 51,862 2,053 0.49% 0.34% 578 +17,827 52.38% Q4 2025 Jan 12, 2026
Cadent Capital Advisors, LLC History No change 51,653 2,044 0.52% 0.53% 579 0 0.0% Q4 2025 Jan 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 51,113 2,023 0.0% 0.0% 581 -54,403 -51.56% Q4 2025 Feb 17, 2026
COOKSON PEIRCE & CO INC History Reduced 51,105 2,023 0.08% 0.08% 580 -2,522 -4.7% Q4 2025 Feb 11, 2026
Cassaday & Co Wealth Management LLC History No change 50,831 2,012 0.04% 0.05% 582 0 0.0% Q4 2025 Feb 03, 2026
Level Wealth Management LLC History Reduced 50,789 2,010 1.03% 1.06% 584 -1,259 -2.42% Q4 2025 Feb 02, 2026
Strategic Blueprint, LLC History Reduced 50,771 2,010 0.12% 0.09% 583 -632 -1.23% Q4 2025 Jan 30, 2026
Shakespeare Wealth Management, LLC History Added to 49,820 1,972 0.44% 0.43% 585 +648 1.32% Q4 2025 Feb 06, 2026
Lexington Hill Partners, LLC History New 49,667 1,966 1.48% — 586 +49,667 New Q4 2025 Feb 19, 2026
Beaird Harris Wealth Management, LLC History Added to 49,566 1,962 0.14% 0.14% 587 +16 0.03% Q4 2025 Feb 23, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 49,580 1,962 0.21% 0.21% 588 +8 0.02% Q4 2025 Jan 28, 2026
Olistico Wealth, LLC History No change 49,092 1,943 0.95% 1.0% 589 0 0.0% Q4 2025 Jan 13, 2026
Landing Point Financial Group, LLC History Reduced 47,812 1,892 0.94% 0.98% 590 -777 -1.6% Q4 2025 Feb 11, 2026
Storgate, LLC History New 47,540 1,882 1.55% — 591 +47,540 New Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History Reduced 47,413 1,877 0.1% 0.11% 592 -999 -2.06% Q4 2025 Jan 30, 2026
Csenge Advisory Group History Added to 47,237 1,870 0.08% 0.08% 593 +1,559 3.41% Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History Reduced 47,196 1,868 0.01% 0.01% 594 -882 -1.83% Q4 2025 Feb 02, 2026
Ballentine Partners, LLC History No change 46,170 1,827 0.03% 0.02% 595 0 0.0% Q4 2025 Feb 03, 2026
Wealthspire Retirement, LLC History Added to 45,878 1,816 0.11% 0.11% 596 +106 0.23% Q4 2025 Feb 18, 2026
Riverbend Wealth Management, LLC History Added to 45,788 1,812 1.12% 0.83% 597 +15,049 48.96% Q4 2025 Jan 29, 2026
Coston, McIsaac & Partners History Added to 45,468 1,800 0.42% 0.39% 598 +3,076 7.26% Q4 2025 Feb 03, 2026
Selective Wealth Management, Inc. History Added to 43,461 1,772 0.55% 0.24% 599 +24,464 128.78% Q4 2025 Jan 16, 2026
NATIXIS ADVISORS, LLC History Added to 44,565 1,764 0.0% 0.0% 600 +6,581 17.33% Q4 2025 Feb 10, 2026
Live Oak Private Wealth LLC History Added to 44,168 1,748 0.24% 0.22% 601 +4,099 10.23% Q4 2025 Jan 23, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 43,835 1,735 0.11% 0.12% 602 +440 1.01% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Reduced 43,729 1,731 0.03% 0.03% 603 -810 -1.82% Q4 2025 Feb 11, 2026
World Investment Advisors History Added to 43,389 1,717 0.03% 0.03% 604 +4,841 12.56% Q4 2025 Mar 12, 2026
IMA Advisory Services, Inc. History Reduced 43,095 1,706 0.16% 0.17% 605 -50 -0.12% Q4 2025 Feb 11, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 42,815 1,695 0.57% 0.57% 606 0 0.0% Q4 2025 Jan 22, 2026
Concurrent Investment Advisors, LLC History Added to 42,656 1,688 0.02% 0.02% 607 +9,754 29.65% Q4 2025 Jan 29, 2026
Maia Wealth LLC History New 41,183 1,674 0.29% — 609 +41,183 New Q4 2025 Feb 17, 2026
Roundview Capital LLC History Added to 42,304 1,674 0.1% 0.1% 608 +98 0.23% Q4 2025 Feb 09, 2026
Integrity Investment Advisors, LLC History Reduced 40,329 1,596 0.88% 1.22% 610 -7,287 -15.3% Q4 2025 Feb 13, 2026
Shotwell Rutter Baer Inc History Reduced 38,776 1,568 0.94% 1.03% 611 -2,371 -5.76% Q4 2025 Jan 12, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 39,579 1,566 0.46% 0.45% 612 0 0.0% Q4 2025 Feb 12, 2026
Disciplined Equity Management, Inc. History Added to 39,180 1,551 0.8% 0.76% 613 +2,820 7.76% Q4 2025 Jan 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 39,113 1,548 0.1% 0.1% 614 0 0.0% Q4 2025 Feb 17, 2026
Wilkerson Advisory Group LLC History New 39,057 1,546 0.54% — 615 +39,057 New Q4 2025 Feb 13, 2026
Probity Advisors, Inc. History No change 38,944 1,541 0.25% 0.24% 616 0 0.0% Q4 2025 Jan 27, 2026
Mason Investment Advisory Services, Inc. History Reduced 38,862 1,538 0.07% 0.08% 618 -231 -0.59% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 38,853 1,538 0.03% 0.04% 617 0 0.0% Q4 2025 Jan 27, 2026
Florida Trust Wealth Management Co History No change 38,593 1,527 0.04% 0.04% 619 0 0.0% Q4 2025 Jan 20, 2026
Archer Investment Management, LLC History Reduced 38,343 1,517 0.82% 1.14% 620 -9,760 -20.29% Q4 2025 Jan 12, 2026
Stone Summit Wealth LLC History Reduced 38,243 1,514 0.41% 0.44% 621 -2,359 -5.81% Q4 2025 Jan 27, 2026
Lifeworks Advisors, LLC History Added to 37,694 1,492 0.19% 0.19% 622 +330 0.88% Q4 2025 Feb 13, 2026
Pathfinder Wealth Consulting, Inc. History New 37,608 1,488 0.94% — 623 +37,608 New Q4 2025 Feb 09, 2026
SeaBridge Investment Advisors LLC History Reduced 37,542 1,486 0.25% 0.24% 624 -493 -1.3% Q4 2025 Jan 26, 2026
Avant Financial Advisors LLC History Reduced 37,285 1,476 1.06% 1.09% 626 -250 -0.67% Q4 2025 Jan 15, 2026
Connecticut Wealth Management, LLC History No change 37,293 1,476 0.06% 0.06% 625 0 0.0% Q4 2025 Feb 12, 2026
UNIVEST FINANCIAL Corp History No change 36,795 1,456 0.08% 0.08% 627 0 0.0% Q4 2025 Feb 04, 2026
Vermillion Wealth Management, Inc. History Reduced 36,258 1,435 0.58% 0.38% 628 -439 -1.2% Q4 2025 Feb 11, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 36,236 1,434 0.16% 0.16% 629 -215 -0.59% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 36,213 1,433 0.01% 0.01% 630 0 0.0% Q4 2025 Feb 13, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 35,902 1,432 0.1% 0.1% 631 +799 2.28% Q4 2025 Jan 15, 2026
Brewster Financial Planning LLC History Reduced 35,885 1,420 0.87% 0.89% 632 -636 -1.74% Q4 2025 Jan 14, 2026
Quantum Financial Advisors, LLC History No change 35,487 1,404 0.16% 0.17% 633 0 0.0% Q4 2025 Jan 12, 2026
FIRST MERCHANTS CORP History No change 35,422 1,402 0.05% 0.05% 634 0 0.0% Q4 2025 Jan 12, 2026
Advyzon Investment Management, LLC History Added to 35,215 1,394 0.16% 0.15% 635 +12,138 52.6% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History No change 35,127 1,391 0.04% 0.04% 636 0 0.0% Q4 2025 Feb 12, 2026
Facet Wealth, Inc. History Added to 33,936 1,387 0.02% 0.02% 637 +11,327 50.1% Q4 2025 Jan 29, 2026
Kingsview Wealth Management, LLC History Added to 34,829 1,378 0.02% 0.02% 638 +77 0.22% Q4 2025 Feb 09, 2026
HBK Sorce Advisory LLC History New 32,757 1,352 0.03% — 639 +32,757 New Q4 2025 Feb 09, 2026
Cooper Financial Group History Added to 33,879 1,341 0.14% 0.13% 640 +3,837 12.77% Q4 2025 Jan 08, 2026
Laird Norton Wetherby Trust Company, LLC History New 33,583 1,329 0.03% — 641 +33,583 New Q4 2025 Feb 17, 2026
Exeter Financial, LLC History Added to 33,389 1,321 0.56% 0.47% 642 +5,428 19.41% Q4 2025 Jan 07, 2026
Signal Advisors Wealth, LLC History New 33,097 1,310 0.1% — 643 +33,097 New Q4 2025 Jan 13, 2026
Francis Financial, Inc. History Added to 32,895 1,302 0.25% 0.1% 644 +18,019 121.13% Q4 2025 Feb 11, 2026
Rise Advisors, LLC History Added to 32,824 1,299 0.46% 0.45% 645 +76 0.23% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 32,695 1,294 0.01% 0.01% 646 -267 -0.81% Q4 2025 Jan 29, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 32,603 1,290 0.12% 0.13% 647 +74 0.23% Q4 2025 Feb 06, 2026
COMMERCE BANK History Added to 32,451 1,284 0.01% 0.01% 648 +132 0.41% Q4 2025 Feb 13, 2026
Almanack Investment Partners, LLC. History Reduced 32,346 1,280 0.22% 0.2% 649 -605 -1.84% Q4 2025 Jan 29, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 32,293 1,278 0.29% 0.3% 650 0 0.0% Q4 2025 Jan 06, 2026
Cedar Point Capital Partners, LLC History No change 32,274 1,277 0.82% 0.82% 651 0 0.0% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 32,100 1,270 0.0% 0.0% 652 +4,809 17.62% Q4 2025 Feb 12, 2026
LOWE BROCKENBROUGH & CO INC History No change 31,964 1,265 0.06% 0.06% 653 0 0.0% Q4 2025 Feb 11, 2026
OMNI 360 Wealth, Inc. History Added to 31,152 1,264 0.65% 0.67% 654 +22 0.07% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Added to 31,887 1,262 0.03% 0.03% 655 +325 1.03% Q4 2025 Feb 06, 2026
Heritage Wealth Advisors History Reduced 31,658 1,253 0.05% 0.05% 656 -747 -2.31% Q4 2025 Feb 13, 2026
rebel Financial LLC History New 31,596 1,250 0.53% — 657 +31,596 New Q4 2025 Mar 27, 2026
Bank of New York Mellon Corp History No change 31,488 1,246 0.0% 0.0% 658 0 0.0% Q4 2025 Feb 10, 2026
FSM Wealth Advisors, LLC History Added to 31,119 1,232 0.17% 0.17% 659 +10 0.03% Q4 2025 Jan 23, 2026
High Probability Advisors, LLC History No change 30,828 1,220 0.16% 0.16% 660 0 0.0% Q4 2025 Jan 29, 2026
Cogent Private Wealth, Inc. History New 30,698 1,215 0.93% — 661 +30,698 New Q4 2025 Feb 10, 2026
Symphony Financial, Ltd. Co. History Added to 30,391 1,212 0.16% 0.14% 662 +70 0.23% Q4 2025 Feb 11, 2026
Tranquility Partners, LLC History Reduced 30,439 1,205 0.43% 0.4% 663 -150 -0.49% Q4 2025 Feb 03, 2026
Wharton Business Group, LLC History No change 30,402 1,203 0.05% 0.05% 664 0 0.0% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History No change 30,235 1,197 0.05% 0.05% 665 0 0.0% Q4 2025 Feb 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 30,232 1,196 0.01% 0.03% 666 -19,509 -39.22% Q4 2025 Jan 29, 2026
LAM GROUP, INC. History Reduced 29,800 1,179 0.67% 0.87% 667 -6,780 -18.53% Q4 2025 Jan 23, 2026
HANCOCK WHITNEY CORP History Reduced 29,484 1,167 0.02% 0.02% 668 -439 -1.47% Q4 2025 Feb 17, 2026
Confluence Wealth Services, Inc. History Added to 29,110 1,152 0.05% 0.05% 669 +3,790 14.97% Q4 2025 Jan 28, 2026
Northeast Financial Group, Inc. History Reduced 29,070 1,150 0.26% 0.28% 670 -4 -0.01% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 52,876 1,148 0.03% 0.05% 671 -10,837 -17.01% Q4 2025 Feb 11, 2026
Brooklyn Investment Group History Reduced 28,725 1,148 0.05% 0.14% 672 -305 -1.05% Q4 2025 Feb 12, 2026
Stewardship Advisors, LLC History Reduced 28,986 1,147 0.27% 0.28% 674 -1,286 -4.25% Q4 2025 Jan 15, 2026
Gibraltar Capital Management, Inc. History Added to 28,976 1,147 0.2% 0.19% 673 +916 3.26% Q4 2025 Feb 02, 2026
VICTORY FINANCIAL GROUP, LLC History New 28,814 1,140 0.14% — 675 +28,814 New Q4 2025 Jan 15, 2026
Obermeyer Wealth Partners History No change 28,757 1,138 0.05% 0.05% 676 0 0.0% Q4 2025 Jan 29, 2026
Hilltop Holdings Inc. History Added to 28,528 1,129 0.07% 0.04% 677 +9,606 50.77% Q4 2025 Feb 17, 2026
TruNorth Capital Management, LLC History No change 28,519 1,129 0.21% 0.22% 678 0 0.0% Q4 2025 Feb 11, 2026
Advisory Services Network, LLC History Added to 28,514 1,128 0.02% 0.02% 679 +1,905 7.16% Q4 2025 Feb 17, 2026
Fortis Capital Advisors, LLC History New 28,458 1,126 0.17% — 682 +28,458 New Q4 2025 Jan 27, 2026
Belpointe Asset Management LLC History Added to 28,458 1,126 0.04% 0.01% 680 +22,856 408.0% Q4 2025 Jan 27, 2026
JB Capital LLC History Added to 28,463 1,126 0.05% 0.05% 681 +53 0.19% Q4 2025 Jan 20, 2026
WASHINGTON TRUST Co History No change 28,438 1,125 0.04% 0.04% 683 0 0.0% Q4 2025 Feb 10, 2026
Disciplined Investors, L.L.C. History Added to 28,308 1,120 0.73% 0.78% 684 +37 0.13% Q4 2025 Feb 10, 2026
Aspire Private Capital, LLC History Reduced 28,118 1,113 0.25% 0.26% 685 -4,773 -14.51% Q4 2025 Jan 16, 2026
Perennial Investment Advisors, LLC History Reduced 27,949 1,106 0.09% 0.09% 686 -22 -0.08% Q4 2025 Feb 17, 2026
ERn Financial, LLC History Reduced 27,877 1,103 0.21% 0.21% 687 -123 -0.44% Q4 2025 Jan 15, 2026
Blue Trust, Inc. History Added to 27,853 1,102 0.01% 0.01% 688 +2,013 7.79% Q4 2025 Jan 16, 2026
FFT WEALTH MANAGEMENT LLC History No change 27,708 1,096 0.21% 0.2% 689 0 0.0% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History Added to 27,667 1,095 0.0% 0.0% 690 +3,342 13.74% Q4 2025 Feb 12, 2026
Solutions 4 Wealth, Ltd History Added to 27,550 1,090 1.65% 1.43% 691 +3,669 15.36% Q4 2025 Feb 09, 2026
Trailhead Planners LLC History New 26,996 1,068 1.05% — 692 +26,996 New Q4 2025 Feb 12, 2026
Oakwell Private Wealth Management, LLC History Reduced 26,857 1,063 0.2% 0.22% 693 -996 -3.58% Q4 2025 Jan 30, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 26,774 1,059 0.22% 0.27% 694 -403 -1.48% Q4 2025 Feb 13, 2026
a16z Perennial Management, L.P. History No change 26,550 1,051 0.08% 0.08% 695 0 0.0% Q4 2025 Feb 10, 2026
DGS Capital Management, LLC History No change 26,450 1,047 0.18% 0.19% 696 0 0.0% Q4 2025 Feb 24, 2026
Astra Wealth Partners LLC History No change 26,442 1,046 0.61% 0.68% 697 0 0.0% Q4 2025 Feb 02, 2026
Envestnet Portfolio Solutions, Inc. History Added to 26,403 1,045 0.0% 0.0% 698 +74 0.28% Q4 2025 Feb 06, 2026
Fortis Advisors, LLC History Added to 26,223 1,038 0.56% 0.57% 699 +61 0.23% Q4 2025 Feb 10, 2026
Busey Bank History Added to 26,077 1,032 0.03% 0.02% 700 +4,160 18.98% Q4 2025 Jan 27, 2026
Kovack Advisors, Inc. History Added to 25,894 1,025 0.05% 0.07% 702 +5,272 25.56% Q4 2025 Feb 17, 2026
ST GERMAIN D J CO INC History No change 25,901 1,025 0.04% 0.04% 701 0 0.0% Q4 2025 Jan 29, 2026
Sand Hill Global Advisors, LLC History Reduced 25,882 1,024 0.04% 0.04% 703 -841 -3.15% Q4 2025 Feb 12, 2026
MGB Wealth Management, LLC History Added to 25,871 1,024 0.29% 0.28% 704 +60 0.23% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 25,725 1,018 0.04% 0.02% 705 +17,437 210.39% Q4 2025 Feb 04, 2026
Affinity Capital Advisors, LLC History No change 25,646 1,015 0.14% 0.15% 706 0 0.0% Q4 2025 Jan 09, 2026
Renasant Bank History Reduced 25,633 1,014 0.69% 0.68% 707 -2,283 -8.18% Q4 2025 Jan 30, 2026
MGO ONE SEVEN LLC History Reduced 25,461 1,008 0.02% 0.02% 708 -247 -0.96% Q4 2025 Feb 03, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 25,368 1,004 0.01% 0.01% 709 +11,852 87.69% Q4 2025 Feb 02, 2026
Quadcap Wealth Management, LLC History New 25,223 998 0.11% — 710 +25,223 New Q4 2025 Jan 29, 2026
Richard P Slaughter Associates Inc History No change 25,188 997 0.21% 0.21% 711 0 0.0% Q4 2025 Jan 12, 2026
Blue Chip Partners, LLC History Added to 24,994 989 0.07% 0.07% 712 +58 0.23% Q4 2025 Feb 18, 2026
Pinnacle Financial Partners, Inc. History New 24,802 981 0.01% — 714 +24,802 New Q4 2025 Feb 18, 2026
Gradient Capital Advisors, LLC History Added to 24,803 981 0.25% 0.25% 713 +273 1.11% Q4 2025 Feb 06, 2026
Citrine Capital LLC History Added to 24,525 970 0.45% 0.42% 715 +767 3.23% Q4 2025 Jan 20, 2026
RHL GROUP, LLC History New 24,499 969 0.78% — 716 +24,499 New Q4 2025 Feb 09, 2026
Meredith Wealth Planning History Added to 24,255 960 0.29% 0.29% 718 +343 1.43% Q4 2025 Jan 16, 2026
CoreCap Advisors, LLC History Added to 24,260 960 0.03% 0.03% 717 +1 0.0% Q4 2025 Jan 13, 2026
CRA Financial Services, LLC History No change 24,193 957 0.13% 0.13% 719 0 0.0% Q4 2025 Jan 16, 2026
Empower Advisory Group, LLC History Added to 24,102 954 0.0% 0.0% 720 +10,536 77.66% Q4 2025 Feb 12, 2026
S. R. Schill & Associates History Added to 23,947 948 0.67% 0.65% 721 +55 0.23% Q4 2025 Jan 23, 2026
CarsonAllaria Wealth Management, Ltd. History Reduced 23,965 948 0.47% 0.48% 722 -22 -0.09% Q4 2025 Jan 22, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 23,816 942 0.0% 0.0% 723 +4,267 21.83% Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History Added to 23,430 927 0.55% 0.56% 724 +434 1.89% Q4 2025 Feb 02, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 23,185 917 0.63% 0.65% 725 -86 -0.37% Q4 2025 Jan 27, 2026
Boyce & Associates Wealth Consulting, Inc. History Added to 23,044 912 0.76% 0.65% 727 +2,486 12.09% Q4 2025 Jan 20, 2026
GW HENSSLER & ASSOCIATES LTD History No change 23,038 912 0.04% 0.04% 726 0 0.0% Q4 2025 Feb 10, 2026
Pitcairn Wealth Advisors LLC History New 22,603 894 0.08% — 728 +22,603 New Q4 2025 Feb 13, 2026
Murphy Pohlad Asset Management LLC History No change 22,504 890 0.34% 0.34% 729 0 0.0% Q4 2025 Feb 09, 2026
Eldridge Investment Advisors, Inc. History Added to 22,397 886 0.2% 0.19% 730 +1,219 5.76% Q4 2025 Feb 11, 2026
Quadrant Private Wealth Management, LLC History No change 22,372 885 0.15% 0.16% 731 0 0.0% Q4 2025 Jan 26, 2026
Beacon Financial Advisory LLC History Reduced 22,285 882 0.2% 0.22% 732 -2,676 -10.72% Q4 2025 Feb 17, 2026
CERTUITY, LLC History No change 21,994 870 0.05% 0.06% 733 0 0.0% Q4 2025 Jan 30, 2026
Yardley Wealth Management LLC History Reduced 21,949 868 0.46% 0.47% 734 -113 -0.51% Q4 2025 Feb 05, 2026
Northwest Wealth Advisors, LLC History New 21,595 854 0.66% — 735 +21,595 New Q4 2025 Feb 06, 2026
Empire Financial Management Company, LLC History New 21,537 852 0.19% — 737 +21,537 New Q4 2025 Feb 12, 2026
Boston Trust Walden Corp History No change 21,537 852 0.01% 0.01% 736 0 0.0% Q4 2025 Jan 28, 2026
Sprinkle Financial Consultants LLC History Added to 21,389 846 0.43% 0.46% 738 +51 0.24% Q4 2025 Jan 08, 2026
Hopwood Financial Services, Inc. History Reduced 21,326 844 0.59% 0.58% 739 -1,044 -4.67% Q4 2025 Jan 16, 2026
Keel Point, LLC History Reduced 21,179 838 0.05% 0.05% 741 -521 -2.4% Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History Reduced 21,192 838 0.01% 0.01% 740 -422 -1.95% Q4 2025 Feb 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 21,126 836 0.03% 0.03% 742 +403 1.94% Q4 2025 Jan 14, 2026
Shore Point Advisors, LLC History Reduced 21,084 834 0.35% 0.36% 743 -22 -0.1% Q4 2025 Jan 23, 2026
Partners in Financial Planning History Added to 20,871 826 0.14% 0.14% 744 +27 0.13% Q4 2025 Feb 02, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 20,573 814 0.45% 0.45% 745 +47 0.23% Q4 2025 Jan 08, 2026
Keystone Financial Services History Reduced 20,070 794 0.24% 0.26% 746 -1,865 -8.5% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 20,000 791 0.0% 0.0% 747 -10,500 -34.43% Q4 2025 Feb 17, 2026
Security Financial Services, INC. History Reduced 19,939 789 0.12% 0.13% 748 -192 -0.95% Q4 2025 Jan 27, 2026
Essex Financial Services, Inc. History Added to 19,789 783 0.04% 0.02% 749 +11,119 128.25% Q4 2025 Feb 10, 2026
Revisor Wealth Management LLC History No change 19,221 783 0.21% 0.26% 750 0 0.0% Q4 2025 Jan 27, 2026
bLong Financial, LLC History No change 19,784 783 0.55% 0.53% 751 0 0.0% Q4 2025 Feb 05, 2026
Washington Trust Advisors, Inc. History Added to 19,532 773 0.06% 0.06% 752 +12 0.06% Q4 2025 Feb 03, 2026
Global Trust Wealth Management LLC History New 19,461 770 0.57% — 753 +19,461 New Q4 2025 Jan 28, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 19,415 768 0.27% 0.3% 754 -2,115 -9.82% Q4 2025 Jan 09, 2026
SAGE RHINO CAPITAL LLC History Added to 19,391 767 0.14% 0.14% 755 +59 0.31% Q4 2025 Jan 30, 2026
Mendota Financial Group, LLC History Reduced 19,324 765 0.56% 0.57% 756 -401 -2.03% Q4 2025 Jan 20, 2026
KPP Advisory Services LLC History No change 19,298 764 0.11% 0.11% 757 0 0.0% Q4 2025 Feb 02, 2026
ANDERSON HOAGLAND & CO History No change 19,248 762 0.07% 0.07% 758 0 0.0% Q4 2025 Jan 05, 2026
MAYPORT, LLC History New 19,005 752 0.15% — 759 +19,005 New Q4 2025 Jan 21, 2026
Summit Financial, LLC History Added to 18,987 751 0.01% 0.01% 760 +8 0.04% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 18,809 744 0.01% 0.02% 761 +24 0.13% Q4 2025 Feb 06, 2026
Icon Wealth Advisors, LLC History Reduced 18,672 739 0.05% 0.11% 764 -24,000 -56.24% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 18,685 739 0.01% 0.01% 762 -1,491 -7.39% Q4 2025 Feb 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 18,667 739 0.01% 0.01% 763 0 0.0% Q4 2025 Feb 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 18,522 733 0.02% 0.03% 765 -1,380 -6.93% Q4 2025 Feb 11, 2026
STAGE HARBOR FINANCIAL, LLC History No change 18,527 733 0.49% 0.52% 766 0 0.0% Q4 2025 Feb 17, 2026
AlphaStar Capital Management, LLC History New 18,293 724 0.05% — 767 +18,293 New Q4 2025 Feb 02, 2026
Tower Research Capital LLC (TRC) History Reduced 18,231 721 0.02% 0.02% 768 -3,954 -17.82% Q4 2025 Feb 17, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Reduced 18,145 718 0.51% 0.61% 770 -384 -2.07% Q4 2025 Feb 04, 2026
Cherry Creek Investment Advisors, Inc. History No change 18,157 718 0.31% 0.3% 769 0 0.0% Q4 2025 Jan 15, 2026
Cadence Bank History Reduced 18,131 717 0.04% 0.04% 771 -591 -3.16% Q4 2025 Jan 30, 2026
Institute for Wealth Management, LLC. History Reduced 18,091 716 0.08% 0.1% 772 -5,768 -24.18% Q4 2025 Jan 27, 2026
MONEY CONCEPTS CAPITAL CORP History New 18,044 714 0.04% — 773 +18,044 New Q4 2025 Feb 04, 2026
Pettinga Financial Advisors LLC History Reduced 18,026 713 0.14% 0.14% 774 -4 -0.02% Q4 2025 Feb 12, 2026
Patriot Financial Group Insurance Agency, LLC History No change 18,012 713 0.08% 0.09% 775 0 0.0% Q4 2025 Jan 26, 2026
Colonial Trust Co / SC History No change 17,949 710 0.09% 0.09% 776 0 0.0% Q4 2025 Feb 12, 2026
CAPITAL ADVISORS INC/OK History No change 17,909 709 0.01% 0.01% 777 0 0.0% Q4 2025 Jan 15, 2026
O'Brien Wealth Partners LLC History New 17,820 705 0.09% — 778 +17,820 New Q4 2025 Jan 22, 2026
Foster Victor Wealth Advisors, LLC History Added to 17,205 700 0.04% 0.04% 779 +39 0.23% Q4 2025 Jan 26, 2026
Autumn Glory Partners, LLC History No change 17,584 696 0.24% 0.28% 780 0 0.0% Q4 2025 Jan 27, 2026
Empowered Funds, LLC History New 17,530 694 0.01% — 781 +17,530 New Q4 2025 Feb 18, 2026
Janney Montgomery Scott LLC History Added to 17,409 689 0.0% 0.0% 782 +513 3.04% Q4 2025 Feb 11, 2026
TI-TRUST, INC History Reduced 17,375 687 0.42% 0.45% 783 -1,020 -5.54% Q4 2025 Jan 23, 2026
Blume Capital Management, Inc. History Reduced 17,308 685 0.12% 0.15% 784 -3,350 -16.22% Q4 2025 Feb 05, 2026
Bay Capital Advisors, LLC History Added to 17,310 685 0.42% 0.43% 785 +14 0.08% Q4 2025 Jan 16, 2026
Acropolis Investment Management, LLC History No change 17,233 682 0.03% 0.03% 786 0 0.0% Q4 2025 Jan 14, 2026
Claris Financial LLC History New 17,198 680 0.36% — 787 +17,198 New Q4 2025 Feb 19, 2026
Meeder Advisory Services, Inc. History Reduced 17,172 679 0.03% 0.03% 788 -360 -2.05% Q4 2025 Feb 11, 2026
National Wealth Management Group, LLC History Added to 17,174 679 0.24% 0.25% 789 +16 0.09% Q4 2025 Jan 12, 2026
VanderPol Investments L.L.C. History Added to 17,074 675 1.17% 1.04% 790 +1,651 10.7% Q4 2025 Feb 04, 2026
REBALANCE, LLC History Added to 16,996 672 0.04% 0.04% 791 +39 0.23% Q4 2025 Jan 15, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 16,947 670 0.37% 0.37% 792 +862 5.36% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History New 16,918 669 0.01% — 793 +16,918 New Q4 2025 Feb 13, 2026
CogentBlue Wealth Advisors, LLC History No change 16,741 662 0.45% 0.44% 794 0 0.0% Q4 2025 Jan 16, 2026
FIRST TRUST ADVISORS LP History Added to 16,692 660 0.0% 0.0% 795 +8 0.05% Q4 2025 Feb 13, 2026
Evolution Advisers, Inc. History No change 16,680 660 0.29% 0.29% 796 0 0.0% Q4 2025 Jan 23, 2026
CPA Asset Management Group, LLC History No change 16,675 660 0.23% 0.25% 797 0 0.0% Q4 2025 Jan 13, 2026
WBH ADVISORY INC History No change 16,464 651 0.05% 0.05% 798 0 0.0% Q4 2025 Jan 26, 2026
Baring Financial LLC History Reduced 16,268 644 0.39% 4.0% 800 -136,008 -89.32% Q4 2025 Jan 07, 2026
CALTON & ASSOCIATES, INC. History New 16,274 644 0.09% — 799 +16,274 New Q4 2025 Feb 10, 2026