iSHARES TRUST - EFV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
ENVESTNET ASSET MANAGEMENT INC History Reduced 52,878,367 3,776,044 1.12% 1.18% 1 -7,590,805 -12.55% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 19,536,098 1,395,072 0.38% 0.41% 2 -1,195,299 -5.77% Q4 2025 Feb 11, 2026
FMR LLC History Added to 17,034,406 1,216,426 0.06% 0.05% 3 +1,601,260 10.38% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 14,206,660 1,014,521 1.19% 1.13% 4 +210,510 1.5% Q4 2025 Jan 30, 2026
JPMORGAN CHASE & CO History Reduced 13,290,860 949,100 0.06% 0.06% 5 -1,010,231 -7.06% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 11,985,894 855,912 0.05% 0.05% 6 +231,177 1.97% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 9,605,829 685,952 0.05% 0.05% 7 -975,458 -9.22% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 7,400,273 528,453 1.86% 1.95% 8 -413,978 -5.3% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 6,770,170 483,474 0.29% 0.32% 9 -98,877 -1.44% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 5,908,212 421,905 3.58% 3.4% 10 -515,662 -8.03% Q4 2025 Jan 05, 2026
CWM, LLC History Reduced 5,503,686 393,018 1.06% 1.31% 11 -924,664 -14.38% Q4 2025 Jan 26, 2026
AMERIPRISE FINANCIAL INC History Reduced 5,084,208 362,998 0.08% 0.1% 12 -1,129,941 -18.18% Q4 2025 Feb 17, 2026
Auto-Owners Insurance Co History Added to 4,588,000 327,629 6.88% 6.94% 13 +625,000 15.77% Q4 2025 Mar 09, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 4,500,632 321,390 0.1% 0.1% 14 -341,152 -7.05% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 4,480,940 319,983 0.78% 0.81% 15 +22,903 0.51% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 4,278,404 305,520 0.01% 0.01% 16 -826,190 -16.19% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 3,894,184 278,083 0.3% 0.32% 17 -104,863 -2.62% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 3,120,918 222,865 0.04% — 18 +3,120,918 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 2,958,640 211,276 0.12% 0.13% 19 -159,889 -5.13% Q4 2025 Feb 06, 2026
UBS Group AG History Added to 2,946,552 210,413 0.03% 0.03% 20 +1,797 0.06% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Reduced 2,701,166 192,890 0.44% 0.5% 21 -404,586 -13.03% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Reduced 2,675,073 191,026 0.3% 0.29% 22 -5,139 -0.19% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 2,605,708 186,073 0.03% 0.03% 23 +36,270 1.41% Q4 2025 Feb 13, 2026
RiverFront Investment Group, LLC History Added to 2,561,235 182,897 3.02% 2.95% 24 +90,996 3.68% Q4 2025 Feb 05, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,434,640 173,857 0.05% 0.04% 25 +462,103 23.43% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Reduced 2,394,007 170,956 0.03% 0.03% 26 -195,059 -7.53% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 2,381,960 170,095 0.41% 0.38% 27 +45,196 1.93% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 2,272,686 162,292 1.3% 1.42% 28 -13,541 -0.59% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Reduced 2,035,939 145,386 0.53% 0.69% 29 -190,327 -8.55% Q4 2025 Feb 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,017,941 144,101 0.09% 0.08% 30 +351,926 21.12% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,928,740 137,731 2.45% 2.54% 31 +57,509 3.07% Q4 2025 Jan 16, 2026
OneDigital Investment Advisors LLC History Reduced 1,899,685 135,656 1.33% 1.53% 32 -298,292 -13.57% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 1,899,067 135,612 1.94% 1.91% 33 +18,652 0.99% Q4 2025 Feb 02, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,846,423 131,853 0.18% 0.17% 34 -45,317 -2.4% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 1,805,445 128,926 1.69% 2.05% 35 -270,309 -13.02% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Added to 1,736,536 124,006 0.68% 0.54% 36 +132,836 8.28% Q4 2025 Jan 29, 2026
JB Capital LLC History Reduced 1,663,171 118,767 4.85% 5.27% 37 -139,456 -7.74% Q4 2025 Jan 20, 2026
TRUIST FINANCIAL CORP History Added to 1,530,782 109,313 0.15% 0.12% 38 +190,546 14.22% Q4 2025 Feb 02, 2026
Focus Partners Wealth History Added to 1,503,714 107,371 0.12% 0.16% 39 +79,805 5.6% Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 1,494,583 106,728 1.23% 1.37% 40 -244,451 -14.06% Q4 2025 Jan 21, 2026
CITADEL ADVISORS LLC History Added to 1,463,540 104,511 0.02% 0.01% 41 +78,809 5.69% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 1,412,071 101,217 0.08% — 42 +1,412,071 New Q4 2025 Feb 13, 2026
ALESCO ADVISORS LLC History Reduced 1,342,233 95,848 2.48% 2.51% 43 -23,185 -1.7% Q4 2025 Jan 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,311,439 93,649 1.89% 1.86% 44 +23,619 1.83% Q4 2025 Feb 06, 2026
M&T BANK CORP History Reduced 1,288,135 91,985 0.3% 0.3% 45 -37,951 -2.86% Q4 2025 Jan 30, 2026
Savant Capital, LLC History Reduced 1,271,841 90,822 0.52% 0.54% 46 -47,579 -3.61% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Reduced 1,246,412 89,005 0.08% 0.08% 47 -49,399 -3.81% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 1,173,429 83,794 0.5% 0.66% 48 -183,320 -13.51% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 1,146,329 81,919 0.12% 0.11% 49 -56,785 -4.72% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 1,117,153 80,071 0.14% 0.17% 50 -135,431 -10.81% Q4 2025 Feb 05, 2026
ASPIRIANT, LLC History Reduced 1,090,928 77,903 2.24% 2.32% 51 -26,415 -2.36% Q4 2025 Jan 20, 2026
SOFI WEALTH, LLC History Added to 1,087,844 77,682 3.87% 3.81% 52 +45,865 4.4% Q4 2025 Jan 30, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 1,071,936 76,546 0.13% 0.02% 53 +939,424 708.94% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 1,066,702 76,173 0.01% 0.01% 54 +410,839 62.64% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 1,050,739 75,033 0.43% 0.45% 55 +10,167 0.98% Q4 2025 Jan 26, 2026
Advocacy Wealth Management, LLC History Reduced 1,024,723 73,175 3.06% 3.35% 56 -112,677 -9.91% Q4 2025 Feb 11, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 919,400 65,654 6.34% 6.21% 57 +15,290 1.69% Q4 2025 Feb 06, 2026
Hackensack Meridian Health, Inc. History New 895,000 63,911 5.83% — 58 +895,000 New Q4 2025 Feb 10, 2026
Dynasty Wealth Management, LLC History Reduced 883,762 63,109 0.62% 1.22% 59 -468,036 -34.62% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 882,607 63,026 0.24% — 60 +882,607 New Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 867,219 61,928 0.07% 0.07% 61 +52,047 6.38% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 832,835 59,472 0.12% 0.02% 62 +666,703 401.31% Q4 2025 Jan 23, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 799,161 57,068 0.15% 0.16% 63 -48,909 -5.77% Q4 2025 Feb 05, 2026
Angeles Investment Advisors, LLC History New 795,500 56,806 3.79% — 64 +795,500 New Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 785,187 56,070 0.08% 0.08% 65 +843 0.11% Q4 2025 Feb 10, 2026
BRAVE ASSET MANAGEMENT INC History Added to 722,977 51,627 12.15% 11.44% 66 +26,145 3.75% Q4 2025 Jan 08, 2026
FIRST AMERICAN TRUST, FSB History Reduced 721,094 51,493 3.54% 3.84% 67 -58,769 -7.54% Q4 2025 Feb 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 961,964 51,091 0.93% 1.49% 68 -409,508 -29.86% Q4 2025 Jan 07, 2026
Atria Investments, Inc History Reduced 707,982 50,557 0.57% 0.59% 69 -48,350 -6.39% Q4 2025 Feb 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 690,514 47,980 1.19% 0.83% 70 +203,148 41.68% Q4 2025 Feb 09, 2026
Austin Private Wealth, LLC History Reduced 660,825 47,189 3.51% 3.7% 71 -59,330 -8.24% Q4 2025 Jan 20, 2026
Pacific Life Fund Advisors LLC History Added to 641,242 45,791 4.72% 4.02% 72 +63,057 10.91% Q4 2025 Jan 26, 2026
Icon Wealth Advisors, LLC History Reduced 620,156 44,285 2.95% 3.01% 73 -33,967 -5.19% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 594,483 42,452 0.45% 0.43% 74 +177,363 42.52% Q4 2025 Jan 23, 2026
Beacon Pointe Advisors, LLC History Added to 579,012 41,347 0.29% 0.31% 75 +39,591 7.34% Q4 2025 Feb 18, 2026
Prosperity Consulting Group, LLC History Added to 568,364 40,586 1.83% 1.61% 76 +87,263 18.14% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Added to 557,540 39,964 0.05% 0.04% 77 +4,803 0.87% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 544,717 38,898 0.07% 0.06% 78 +56,203 11.5% Q4 2025 Mar 16, 2026
Octavia Wealth Advisors, LLC History Added to 542,046 38,707 3.7% 3.5% 79 +22,767 4.38% Q4 2025 Jan 23, 2026
UMB Bank, n.a. History Added to 531,265 37,937 0.5% 0.0% 80 +531,221 1207320.45% Q4 2025 Feb 13, 2026
Townsend & Associates, Inc History Added to 513,048 37,621 3.36% 3.31% 81 +1,193 0.23% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 521,893 37,268 1.36% 2.09% 82 -131,963 -20.18% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 515,158 36,787 0.0% 0.01% 83 -109,745 -17.56% Q4 2025 Mar 25, 2026
EP Wealth Advisors, LLC History New 512,232 36,578 0.19% — 84 +512,232 New Q4 2025 Feb 18, 2026
Waverly Advisors, LLC History Reduced 500,499 35,740 0.29% 0.35% 85 -18,393 -3.54% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 486,297 34,726 0.04% 0.03% 86 +34,286 7.59% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Added to 475,171 33,931 0.14% 0.15% 87 +7,690 1.64% Q4 2025 Feb 13, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 469,119 33,499 7.44% 1.54% 88 +370,194 374.22% Q4 2025 Jan 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 467,918 33,414 0.06% 0.08% 89 -115,422 -19.79% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 464,109 33,141 0.81% 0.78% 90 +11,519 2.55% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 464,024 33,135 0.01% 0.01% 91 +5,065 1.1% Q4 2025 Feb 11, 2026
West Wealth Group, LLC History Added to 457,719 32,685 6.78% 6.55% 92 +29,243 6.82% Q4 2025 Jan 26, 2026
Elgethun Capital Management History Added to 454,996 32,491 5.61% 5.23% 93 +32,916 7.8% Q4 2025 Feb 10, 2026
Ascent Group, LLC History Reduced 437,017 31,207 1.07% 1.18% 94 -55,017 -11.18% Q4 2025 Jan 20, 2026
CreativeOne Wealth, LLC History Reduced 431,644 30,823 0.75% 0.85% 95 -79,318 -15.52% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 420,835 30,051 0.05% 0.05% 96 -150 -0.04% Q4 2025 Jan 15, 2026
Sharkey, Howes & Javer History Reduced 417,539 29,816 3.79% 4.13% 97 -56,574 -11.93% Q4 2025 Jan 13, 2026
Affinity Capital Advisors, LLC History Added to 415,147 29,645 4.1% 4.12% 98 +21,528 5.47% Q4 2025 Jan 09, 2026
Focus Partners Advisor Solutions, LLC History Added to 407,562 29,104 0.36% 0.23% 99 +111,963 37.88% Q4 2025 Feb 11, 2026
MA Private Wealth History Reduced 398,430 28,451 4.75% 4.58% 100 -3,147 -0.78% Q4 2025 Feb 03, 2026
BANK OF MONTREAL /CAN/ History Added to 394,914 28,200 0.01% 0.01% 101 +69,419 21.33% Q4 2025 Feb 12, 2026
Stone House Investment Management, LLC History Reduced 389,941 27,845 4.32% 5.2% 102 -65,146 -14.32% Q4 2025 Jan 21, 2026
Lido Advisors, LLC History Added to 389,839 27,784 0.08% 0.0% 103 +374,670 2469.97% Q4 2025 Feb 10, 2026
Covenant Partners, LLC History Added to 380,699 27,185 7.95% 7.27% 104 +2,839 0.75% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Reduced 380,048 27,139 0.2% 0.2% 105 -532 -0.14% Q4 2025 Feb 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 377,283 26,941 0.85% 0.84% 106 -1,199 -0.32% Q4 2025 Jan 30, 2026
SteelPeak Wealth, LLC History Reduced 364,453 26,025 0.85% 0.95% 107 -56,833 -13.49% Q4 2025 Jan 20, 2026
MGO ONE SEVEN LLC History Added to 360,104 25,715 0.52% 0.43% 108 +83,596 30.23% Q4 2025 Feb 03, 2026
Valence8 US LP History Added to 359,673 25,684 7.61% 8.23% 109 +5,798 1.64% Q4 2025 Feb 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 346,209 25,065 0.03% 0.03% 110 +31,950 10.17% Q4 2025 Jan 08, 2026
Marks Group Wealth Management, Inc History Added to 349,440 24,953 2.39% 1.67% 111 +84,231 31.76% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Reduced 347,857 24,840 0.44% 0.5% 112 -16,901 -4.63% Q4 2025 Jan 16, 2026
Horst & Graben Wealth Management LLC History Reduced 341,264 24,373 3.68% 3.82% 113 -27,949 -7.57% Q4 2025 Jan 27, 2026
BOKF, NA History Added to 332,028 23,710 0.36% 0.32% 114 +13,609 4.27% Q4 2025 Feb 03, 2026
Arete Wealth Advisors, LLC History Reduced 330,083 23,571 1.43% 1.42% 115 -3,961 -1.19% Q4 2025 Feb 13, 2026
EQ LLC History Added to 329,964 23,562 6.79% 4.77% 116 +122,892 59.35% Q4 2025 Feb 10, 2026
Cardinal Strategic Wealth Guidance History Reduced 329,908 23,558 6.16% 7.15% 117 -61,828 -15.78% Q4 2025 Jan 27, 2026
Strategic Blueprint, LLC History Reduced 325,741 23,261 1.37% 1.17% 118 -68,758 -17.43% Q4 2025 Jan 30, 2026
Bruce G. Allen Investments, LLC History Reduced 324,859 23,198 15.69% 15.85% 119 -1,312 -0.4% Q4 2025 Feb 10, 2026
High Falls Advisors, Inc History Reduced 321,564 22,962 4.65% 5.24% 120 -53,824 -14.34% Q4 2025 Feb 18, 2026
Shakespeare Wealth Management, LLC History Added to 319,736 22,832 5.05% 4.93% 121 +373 0.12% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 319,604 22,822 0.03% 0.03% 122 +56,108 21.29% Q4 2025 Feb 18, 2026
World Investment Advisors History Added to 316,646 22,611 0.37% 0.07% 123 +263,000 490.25% Q4 2025 Mar 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 304,038 21,711 0.01% 0.01% 124 +12,476 4.28% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 299,946 21,419 0.27% 0.25% 125 +12,543 4.36% Q4 2025 Jan 29, 2026
&PARTNERS History Added to 295,785 21,144 0.11% 0.12% 126 +25,046 9.25% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 295,883 21,129 0.1% 0.09% 127 +14,725 5.24% Q4 2025 Feb 17, 2026
Keystone Financial Services History Reduced 294,919 21,060 6.36% 7.38% 128 -56,133 -15.99% Q4 2025 Feb 12, 2026
Integrated Wealth Concepts LLC History Reduced 293,054 20,926 0.25% 0.2% 129 -40,780 -12.22% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 288,048 20,569 0.68% 0.77% 130 -38,487 -11.79% Q4 2025 Feb 06, 2026
One Wealth Advisors, LLC History Reduced 287,528 20,532 2.51% 2.53% 131 -9,279 -3.13% Q4 2025 Feb 02, 2026
FIFTH THIRD BANCORP History Reduced 285,095 20,358 0.06% 0.06% 132 -8,515 -2.9% Q4 2025 Feb 02, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History Added to 282,299 20,159 13.4% 12.91% 133 +9,308 3.41% Q4 2025 Jan 08, 2026
Stonebrook Private Inc. History Added to 278,532 19,889 4.16% 3.94% 134 +9,577 3.56% Q4 2025 Feb 11, 2026
CFS Investment Advisory Services, LLC History Reduced 276,899 19,773 1.44% 1.55% 135 -27,182 -8.94% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Added to 276,641 19,754 0.48% 0.43% 136 +31,181 12.7% Q4 2025 Jan 29, 2026
PAX Financial Group, LLC History Reduced 276,503 19,745 3.4% 3.43% 137 -4,165 -1.48% Q4 2025 Feb 05, 2026
Checchi Capital Advisers, LLC History Reduced 271,956 19,420 0.99% 0.98% 138 -5,410 -1.95% Q4 2025 Jan 27, 2026
FAS Wealth Partners, Inc. History Reduced 269,685 19,258 1.24% 1.25% 139 -2,237 -0.82% Q4 2025 Feb 18, 2026
Physician Wealth Advisors, Inc. History Reduced 269,374 19,235 2.68% 2.75% 140 -15,500 -5.44% Q4 2025 Jan 29, 2026
WEALTH ALLIANCE, LLC History Reduced 266,023 18,996 1.86% 2.05% 141 -27,972 -9.51% Q4 2025 Feb 13, 2026
Long Run Wealth Advisors, LLC History Added to 258,023 18,425 3.47% 3.31% 142 +9,341 3.76% Q4 2025 Feb 02, 2026
Plancorp, LLC History Added to 254,002 18,138 0.55% 0.54% 143 +1,515 0.6% Q4 2025 Feb 05, 2026
Verdence Capital Advisors LLC History Reduced 249,330 17,804 1.05% 1.0% 144 -2,839 -1.13% Q4 2025 Jan 29, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 246,685 17,615 0.14% 0.13% 145 +8,460 3.55% Q4 2025 Feb 13, 2026
GREENLEAF TRUST History Reduced 245,885 17,558 0.16% 0.16% 146 -12,935 -5.0% Q4 2025 Jan 21, 2026
Cypress Wealth Services, LLC History Reduced 243,810 17,410 2.41% 2.82% 147 -9,674 -3.82% Q4 2025 Jan 14, 2026
Trek Financial, LLC History Reduced 242,558 17,321 1.0% 1.03% 148 -13,832 -5.39% Q4 2025 Feb 04, 2026
Global Retirement Partners, LLC History Added to 241,613 17,253 0.31% 0.27% 149 +62,095 34.59% Q4 2025 Feb 06, 2026
FIDUCIENT ADVISORS LLC History No change 238,902 17,059 2.11% 1.89% 150 0 0.0% Q4 2025 Feb 10, 2026
Keebeck Wealth Management History Reduced 238,679 17,044 1.97% 1.97% 151 -6,557 -2.67% Q4 2025 Feb 17, 2026
Accredited Investors Inc. History Reduced 238,444 17,027 0.9% 0.92% 152 -4,504 -1.85% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 238,239 17,012 0.44% 0.49% 153 +1,467 0.62% Q4 2025 Feb 02, 2026
Summit Trail Advisors, LLC History No change 238,137 17,005 0.29% 0.22% 154 0 0.0% Q4 2025 Feb 17, 2026
FINANCIAL LIFE ADVISORS History Reduced 237,662 16,971 5.23% 5.21% 155 -1,449 -0.61% Q4 2025 Jan 30, 2026
Wakefield Asset Management LLLP History Reduced 232,155 16,578 4.5% 4.4% 156 -5,570 -2.34% Q4 2025 Feb 05, 2026
hemming& Wealth Management, Inc. History New 231,867 16,557 11.33% — 157 +231,867 New Q4 2025 Mar 03, 2026
Meridian Wealth Partners, LLC History Reduced 231,096 16,502 2.27% 2.19% 158 -3,559 -1.52% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 226,998 16,209 0.02% — 159 +226,998 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 223,545 15,963 0.06% 0.06% 160 +6,580 3.03% Q4 2025 Jan 29, 2026
HighMark Wealth Management LLC History Added to 223,010 15,925 6.49% 6.65% 161 +769 0.35% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Added to 222,026 15,854 0.41% 0.39% 162 +2,544 1.16% Q4 2025 Feb 06, 2026
Yeomans Consulting Group, Inc. History New 220,550 15,749 4.61% — 163 +220,550 New Q4 2025 Jan 07, 2026
Triad Wealth Partners, LLC History Reduced 220,476 15,744 1.5% 1.95% 164 -2,593 -1.16% Q4 2025 Jan 22, 2026
Corient Private Wealth LLC History Added to 222,027 15,625 0.02% 0.02% 165 +20,230 10.02% Q4 2025 Mar 09, 2026
Creative Planning History Added to 217,995 15,566 0.01% 0.01% 166 +4,635 2.17% Q4 2025 Feb 17, 2026
Cullen Capital Management, LLC History Reduced 217,890 15,559 0.17% 0.17% 167 -13,742 -5.93% Q4 2025 Feb 13, 2026
SWMG, LLC History Reduced 197,137 15,345 4.26% 4.32% 168 -11,784 -5.64% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Reduced 211,142 15,077 0.08% 0.09% 169 -14,208 -6.3% Q4 2025 Feb 12, 2026
Apeiron RIA LLC History Reduced 199,831 15,048 3.05% 3.31% 170 -18,949 -8.66% Q4 2025 Feb 03, 2026
Kingdom Financial Group LLC. History Added to 207,729 14,833 4.58% 3.46% 171 +124,374 149.21% Q4 2025 Feb 06, 2026
Legacy Financial Group LLC History Reduced 190,504 14,741 1.82% 1.91% 172 -24,202 -11.27% Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Reduced 206,159 14,721 0.08% 0.09% 173 -13,107 -5.98% Q4 2025 Feb 03, 2026
Lineweaver Wealth Advisors, LLC History Added to 204,577 14,608 1.98% 1.98% 174 +5,598 2.81% Q4 2025 Jan 14, 2026
Elevated Financial Group LLC History New 204,133 14,577 5.04% — 175 +204,133 New Q4 2025 Jan 29, 2026
ONE Advisory Partners, LLC History Reduced 203,560 14,536 4.38% 4.81% 176 -30,205 -12.92% Q4 2025 Jan 12, 2026
Maia Wealth LLC History Reduced 182,123 14,365 2.45% 2.5% 177 -30,471 -14.33% Q4 2025 Feb 17, 2026
Kelly Financial Services LLC History Reduced 198,697 14,188 3.56% 3.82% 178 -18,629 -8.57% Q4 2025 Jan 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 198,345 14,163 0.11% 0.1% 179 +20,786 11.71% Q4 2025 Feb 12, 2026
Regal Investment Advisors LLC History Added to 196,879 14,059 0.84% 0.83% 180 +8,257 4.38% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 193,680 13,830 0.1% 0.1% 181 +447 0.23% Q4 2025 Feb 13, 2026
Quent Capital, LLC History Reduced 189,793 13,553 0.98% 1.08% 182 -628 -0.33% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History Reduced 189,143 13,506 0.15% 0.18% 183 -46,036 -19.57% Q4 2025 Jan 16, 2026
Baker Avenue Asset Management, LP History Added to 187,462 13,386 0.31% 0.3% 184 +3,958 2.16% Q4 2025 Feb 10, 2026
Apollon Wealth Management, LLC History Reduced 187,252 13,371 0.23% 0.24% 185 -8,815 -4.5% Q4 2025 Jan 22, 2026
Brookstone Capital Management History Reduced 186,541 13,320 0.15% 0.16% 186 -16,677 -8.21% Q4 2025 Jan 15, 2026
Integrated Capital Management, LLC History Added to 181,203 12,939 5.56% 5.21% 187 +9,825 5.73% Q4 2025 Jan 26, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 181,108 12,932 3.88% 4.46% 188 -26,834 -12.9% Q4 2025 Jan 23, 2026
CSM Advisors, LLC History Added to 181,057 12,929 0.35% 0.27% 189 +37,786 26.37% Q4 2025 Feb 11, 2026
SAX WEALTH ADVISORS, LLC History Added to 180,907 12,918 0.61% 0.2% 190 +125,664 227.47% Q4 2025 Jan 12, 2026
BLAIR WILLIAM & CO/IL History Added to 179,104 12,789 0.03% 0.03% 191 +9,587 5.66% Q4 2025 Feb 17, 2026
Rothschild Wealth LLC History Reduced 176,612 12,611 1.21% 3.8% 192 -80,245 -31.24% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Added to 176,389 12,595 0.44% 0.42% 193 +731 0.42% Q4 2025 Jan 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 176,278 12,588 1.31% 1.34% 194 +7,160 4.23% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 175,798 12,553 0.01% 0.0% 195 +21,208 13.72% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 175,629 12,541 0.26% 0.2% 196 +25,656 17.11% Q4 2025 Feb 17, 2026
Kilter Group LLC History Reduced 175,204 12,511 5.52% 7.03% 197 -44,522 -20.26% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 173,705 12,404 0.36% — 198 +173,705 New Q4 2025 Feb 13, 2026
TSA Wealth Managment LLC History Reduced 173,538 12,392 4.1% 4.61% 199 -26,276 -13.15% Q4 2025 Jan 22, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 171,880 12,273 0.76% 0.75% 200 +376 0.22% Q4 2025 Feb 17, 2026
Able Wealth Management LLC History Added to 171,171 12,223 3.87% 3.53% 201 +32,550 23.48% Q4 2025 Jan 27, 2026
Advisory Services Network, LLC History Reduced 170,621 12,184 0.17% 0.18% 202 -11,634 -6.38% Q4 2025 Feb 17, 2026
Van Hulzen Asset Management, LLC History Added to 169,462 12,101 0.89% 0.77% 203 +17,686 11.65% Q4 2025 Feb 06, 2026
RTD Financial Advisors, Inc. History Reduced 168,378 12,023 1.47% 1.41% 204 -4,624 -2.67% Q4 2025 Jan 27, 2026
Snowden Capital Advisors LLC History Added to 167,720 11,976 0.31% 0.3% 205 +7,669 4.79% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Reduced 165,107 11,790 1.3% 1.42% 206 -19,646 -10.63% Q4 2025 Feb 03, 2026
L2 Asset Management, LLC History Added to 163,742 11,692 1.56% 1.1% 207 +51,630 46.05% Q4 2025 Feb 17, 2026
Pettinga Financial Advisors LLC History Reduced 162,122 11,577 2.2% 2.83% 208 -51,569 -24.13% Q4 2025 Feb 12, 2026
Invst, LLC History Reduced 162,134 11,577 1.26% 1.6% 209 -45,014 -21.73% Q4 2025 Feb 11, 2026
Simplicity Wealth,LLC History Added to 159,611 11,397 0.68% 0.58% 210 +12,866 8.77% Q4 2025 Jan 30, 2026
Bay Harbor Wealth Management, LLC History Reduced 159,204 11,368 2.97% 3.11% 211 -10,380 -6.12% Q4 2025 Feb 02, 2026
BIP Wealth, LLC History Added to 158,554 11,322 0.4% 0.52% 212 +2,278 1.46% Q4 2025 Jan 21, 2026
Security Financial Services, INC. History Reduced 152,022 10,855 1.7% 2.09% 213 -38,155 -20.06% Q4 2025 Jan 27, 2026
Cerity Partners LLC History Reduced 150,573 10,752 0.02% 0.02% 214 -6,772 -4.3% Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Reduced 145,539 10,672 0.91% 1.03% 215 -24,069 -14.19% Q4 2025 Jan 20, 2026
PRINCIPAL SECURITIES, INC. History Added to 147,933 10,563 0.16% 0.13% 216 +28,722 24.09% Q4 2025 Feb 12, 2026
Forthright Family Wealth Advisory LLC History Added to 147,906 10,561 6.64% 6.05% 217 +2,745 1.89% Q4 2025 Feb 23, 2026
Shum Financial Group, Inc. History Added to 147,386 10,524 7.58% 7.19% 218 +5,326 3.75% Q4 2025 Jan 15, 2026
Ball & Co Wealth Management Inc. History Added to 146,628 10,470 6.74% 1.33% 219 +117,241 398.96% Q4 2025 Jan 23, 2026
McLean Asset Management Corp History Reduced 141,977 10,423 1.87% 2.03% 220 -2,049 -1.42% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History Added to 145,679 10,403 0.17% 0.12% 221 +42,336 40.97% Q4 2025 Feb 09, 2026
LifeWealth Investments, LLC History Added to 144,065 10,287 3.26% 3.02% 222 +8,963 6.63% Q4 2025 Jan 26, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 143,955 10,280 2.88% 2.7% 223 +3,131 2.22% Q4 2025 Feb 02, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 143,504 10,247 4.04% 2.67% 224 +5,198 3.76% Q4 2025 Feb 11, 2026
BOK Financial Private Wealth, Inc. History Reduced 143,305 10,233 0.63% 0.61% 225 -591 -0.41% Q4 2025 Feb 06, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 139,920 10,172 0.47% 0.02% 226 +134,961 2721.54% Q4 2025 Feb 03, 2026
Concurrent Investment Advisors, LLC History Added to 140,035 9,999 0.11% 0.1% 227 +58,131 70.97% Q4 2025 Jan 29, 2026
N.E.W. Advisory Services LLC History Added to 139,344 9,950 0.74% 0.71% 228 +22,254 19.01% Q4 2025 Jan 28, 2026
WCG Wealth Advisors LLC History Added to 139,208 9,941 0.28% 0.45% 229 +32,970 31.03% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Added to 138,772 9,909 0.19% 0.18% 230 +8,231 6.31% Q4 2025 Jan 14, 2026
COMMERCE BANK History Reduced 138,425 9,884 0.05% 0.05% 231 -1,923 -1.37% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 138,220 9,870 0.04% — 232 +138,220 New Q4 2025 Feb 05, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 134,841 9,624 1.24% 1.2% 233 +9,057 7.2% Q4 2025 Feb 04, 2026
STALEY CAPITAL ADVISERS INC History Added to 134,193 9,582 0.4% 0.37% 234 +840 0.63% Q4 2025 Feb 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 133,951 9,565 0.6% 0.56% 235 +11,825 9.68% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Added to 131,883 9,417 0.17% 0.13% 236 +34,473 35.39% Q4 2025 Feb 17, 2026
M1 Capital Management LLC History Reduced 131,720 9,406 3.93% 3.98% 237 -4,254 -3.13% Q4 2025 Feb 13, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 131,090 9,361 2.93% 2.94% 238 +165 0.13% Q4 2025 Jan 12, 2026
Johnson Financial Group, Inc. History Added to 130,357 9,308 0.35% 0.33% 239 +930 0.72% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 129,253 9,229 0.0% 0.0% 240 +3,562 2.83% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 124,182 8,901 0.11% 0.12% 241 -10,590 -7.86% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 123,689 8,832 0.3% 0.28% 242 +580 0.47% Q4 2025 Jan 14, 2026
CoreCap Advisors, LLC History Added to 123,503 8,819 0.31% 0.29% 243 +6,652 5.69% Q4 2025 Jan 13, 2026
UNIQUE WEALTH, LLC History Reduced 123,455 8,815 1.23% 1.67% 244 -44,464 -26.48% Q4 2025 Jan 06, 2026
Apella Capital, LLC History Reduced 122,155 8,723 0.17% 0.2% 245 -10,070 -7.62% Q4 2025 Jan 21, 2026
Fifth Third Wealth Advisors LLC History Added to 121,516 8,677 0.3% 0.04% 246 +105,134 641.77% Q4 2025 Jan 15, 2026
Mayflower Financial Advisors, LLC History Reduced 120,247 8,586 1.04% 1.1% 247 -8,420 -6.54% Q4 2025 Jan 13, 2026
SigFig Wealth Management, LLC History Reduced 118,268 8,445 0.25% 0.26% 248 -8,067 -6.39% Q4 2025 Jan 16, 2026
Callan Family Office, LLC History Added to 117,982 8,425 0.18% 0.23% 249 +13,063 12.45% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 116,748 8,337 0.25% 0.28% 250 -22,844 -16.36% Q4 2025 Feb 11, 2026
Gen-Wealth Partners Inc History Added to 114,855 8,201 2.63% 2.45% 251 +8,024 7.51% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 114,832 8,200 0.04% — 252 +114,832 New Q4 2025 Feb 17, 2026
Brady Martz Wealth Solutions, LLC History Added to 114,755 8,194 1.44% 1.39% 253 +1,719 1.52% Q4 2025 Jan 15, 2026
LiftPoint Family Wealth Advisors LLC History New 114,370 8,167 6.97% — 254 +114,370 New Q4 2025 Feb 13, 2026
1ST SOURCE BANK History Reduced 114,319 8,163 0.43% 0.43% 255 -6,610 -5.47% Q4 2025 Feb 05, 2026
Capital Advantage, Inc. History Added to 113,882 8,132 1.1% 1.15% 256 +803 0.71% Q4 2025 Jan 07, 2026
North Star Investment Management Corp. History Added to 113,454 8,101 0.51% 0.49% 257 +1,740 1.56% Q4 2025 Jan 30, 2026
Hobbs Wealth Management, LLC History Reduced 112,653 8,044 7.83% 6.64% 258 -3,998 -3.43% Q4 2025 Jan 29, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 101,982 8,018 2.34% 2.28% 259 +3,667 3.73% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 111,549 7,965 0.15% 0.13% 260 +29,769 36.4% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Added to 108,065 7,716 0.33% 0.24% 261 +2,108 1.99% Q4 2025 Feb 17, 2026
Lansing Street Advisors History Added to 107,388 7,668 1.96% 1.88% 262 +2,849 2.73% Q4 2025 Jan 26, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 106,639 7,615 3.92% 4.57% 263 -12,761 -10.69% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 106,429 7,600 0.0% 0.0% 264 +57,290 116.59% Q4 2025 Feb 02, 2026
Kathmere Capital Management, LLC History Reduced 106,413 7,598 0.51% 0.52% 265 -1,461 -1.35% Q4 2025 Jan 13, 2026
COURIER CAPITAL LLC History Added to 105,098 7,505 0.42% 0.41% 266 +318 0.3% Q4 2025 Jan 29, 2026
SOL Capital Management CO History Added to 104,712 7,477 0.67% 0.63% 267 +1,290 1.25% Q4 2025 Jan 30, 2026
Quadrant Private Wealth Management, LLC History Reduced 104,675 7,474 1.23% 1.36% 268 -5,260 -4.78% Q4 2025 Jan 26, 2026
Seneca Financial Advisors LLC History Added to 103,527 7,392 2.25% 2.16% 269 +6,201 6.37% Q4 2025 Jan 26, 2026
Sterling Capital Management LLC History Reduced 101,822 7,271 0.12% 0.13% 270 -32,961 -24.45% Q4 2025 Feb 13, 2026
ATLAS CAPITAL ADVISORS INC. History New 100,800 7,198 0.8% — 271 +100,800 New Q4 2025 Feb 13, 2026
True Vision MN LLC History Reduced 99,945 7,137 3.63% 4.07% 272 -15,267 -13.25% Q4 2025 Jan 14, 2026
Mosley Wealth Management History New 104,404 7,123 3.26% — 273 +104,404 New Q4 2025 Feb 12, 2026
CORE WEALTH ADVISORS, LLC History New 99,501 7,105 5.6% — 274 +99,501 New Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 98,908 7,063 0.15% 0.07% 275 +50,191 103.03% Q4 2025 Feb 05, 2026
Daviman Financial, LLC History New 98,886 7,061 4.14% — 276 +98,886 New Q4 2025 Feb 06, 2026
Beacon Bridge Wealth Partners, LLC History Added to 98,258 7,016 2.33% 2.28% 277 +3,955 4.19% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Added to 98,030 7,000 0.08% 0.07% 278 +15,535 18.83% Q4 2025 Jan 20, 2026
Dorsey & Whitney Trust CO LLC History Added to 97,745 6,979 0.37% 0.34% 279 +3,608 3.83% Q4 2025 Feb 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 97,317 6,949 1.99% 2.57% 280 -25,207 -20.57% Q4 2025 Feb 11, 2026
ShoreHaven Wealth Partners, LLC History Reduced 97,287 6,947 2.5% 2.79% 281 -14,162 -12.71% Q4 2025 Feb 10, 2026
Advyzon Investment Management, LLC History Added to 97,078 6,932 0.8% 0.18% 282 +81,885 538.97% Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History Reduced 96,916 6,920 0.12% 0.12% 283 -1,033 -1.05% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Reduced 92,942 6,902 2.79% 2.88% 284 -6,853 -6.87% Q4 2025 Feb 11, 2026
Gotham Asset Management, LLC History Added to 96,240 6,872 0.03% 0.03% 285 +7,511 8.47% Q4 2025 Feb 17, 2026
Scissortail Wealth Management, LLC History Reduced 96,226 6,871 1.57% 1.43% 286 -374 -0.39% Q4 2025 Jan 29, 2026
Avantax Planning Partners, Inc. History Reduced 96,063 6,859 0.19% 0.2% 287 -6,502 -6.34% Q4 2025 Feb 05, 2026
Pinnacle Financial Partners, Inc. History New 95,300 6,805 0.05% — 288 +95,300 New Q4 2025 Feb 18, 2026
Montecito Bank & Trust History Added to 94,039 6,715 1.07% 0.98% 289 +1,055 1.13% Q4 2025 Jan 09, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 92,794 6,626 4.47% 4.7% 290 -1,923 -2.03% Q4 2025 Feb 17, 2026
Landing Point Financial Group, LLC History Added to 91,979 6,568 3.28% 3.03% 291 +6,312 7.37% Q4 2025 Feb 11, 2026
Polaris Investment Advisors, LLC History New 91,514 6,535 4.72% — 293 +91,514 New Q4 2025 Jan 15, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 91,516 6,535 2.78% 3.07% 292 -9,477 -9.38% Q4 2025 Feb 18, 2026
Midwest Capital Advisors, LLC History Added to 91,041 6,501 3.11% 0.21% 294 +84,618 1317.42% Q4 2025 Jan 29, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 88,958 6,352 1.68% 2.34% 295 -27,126 -23.37% Q4 2025 Jan 12, 2026
KICKSTAND VENTURES, LLC. History Added to 88,790 6,340 1.34% 1.29% 296 +2,104 2.43% Q4 2025 Jan 29, 2026
Equitable Holdings, Inc. History Added to 88,425 6,314 0.04% 0.04% 297 +13,726 18.38% Q4 2025 Feb 17, 2026
Lantz Financial LLC History Reduced 87,595 6,255 1.32% 1.38% 298 -4,073 -4.44% Q4 2025 Jan 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 86,545 6,180 0.01% 0.01% 299 -34,166 -28.3% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Reduced 85,654 6,116 0.28% 0.29% 300 -4,056 -4.52% Q4 2025 Feb 06, 2026
Koss-Olinger Consulting, LLC History Reduced 85,342 6,094 0.47% 0.53% 301 -15,178 -15.1% Q4 2025 Feb 10, 2026
Clifford Group, LLC History Added to 84,957 6,066 4.68% 4.47% 302 +373 0.44% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 84,013 5,999 0.13% 0.13% 303 +8 0.01% Q4 2025 Feb 02, 2026
Eaton Financial Holdings Company, LLC History No change 83,013 5,927 1.59% 1.59% 304 0 0.0% Q4 2025 Feb 09, 2026
CURTIS WEALTH MANAGEMENT LLC History New 79,666 5,916 5.15% — 305 +79,666 New Q4 2025 Feb 11, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 82,248 5,873 2.2% 2.42% 306 -8,469 -9.34% Q4 2025 Jan 08, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 82,044 5,858 1.14% 1.29% 307 -7,398 -8.27% Q4 2025 Feb 04, 2026
Noble Family Wealth, LLC History Added to 80,205 5,727 1.21% 1.13% 308 +4,684 6.2% Q4 2025 Jan 07, 2026
Parkside Financial Bank & Trust History Added to 79,956 5,709 0.43% 0.34% 309 +14,443 22.05% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 79,710 5,692 0.06% 0.06% 310 -4,545 -5.39% Q4 2025 Feb 13, 2026
Wealth Architects, LLC History Reduced 79,407 5,670 0.51% 0.51% 311 -980 -1.22% Q4 2025 Feb 17, 2026
ROCKLAND TRUST CO History Added to 79,208 5,656 0.22% 0.22% 312 +1,618 2.09% Q4 2025 Jan 15, 2026
COREPATH WEALTH PARTNERS LLC History Added to 76,767 5,598 3.75% 3.8% 313 +373 0.49% Q4 2025 Jan 15, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 78,093 5,576 0.15% 0.14% 314 -1,009 -1.28% Q4 2025 Jan 23, 2026
United Asset Strategies, Inc. History Added to 78,063 5,574 0.43% 0.42% 315 +1,525 1.99% Q4 2025 Jan 28, 2026
PFG Advisors History Reduced 77,534 5,536 0.27% 0.27% 316 -19,846 -20.38% Q4 2025 Jan 27, 2026
5T Wealth, LLC History Reduced 77,352 5,522 2.21% 2.46% 317 -6,015 -7.22% Q4 2025 Jan 27, 2026
Gilbert Capital Group, Inc. History New 77,216 5,513 4.14% — 318 +77,216 New Q4 2025 Jan 23, 2026
Symmetry Partners, LLC History Reduced 76,589 5,469 0.32% 0.99% 319 -57,641 -42.94% Q4 2025 Jan 27, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 75,742 5,408 1.83% 1.87% 320 -1,253 -1.63% Q4 2025 Jan 20, 2026
Tradition Wealth Management, LLC History Reduced 75,580 5,397 0.39% 0.4% 321 -4,228 -5.3% Q4 2025 Feb 11, 2026
ELEVATE WEALTH ADVISORY, INC History Reduced 75,589 5,397 3.69% 3.81% 322 -1,771 -2.29% Q4 2025 Jan 27, 2026
180 WEALTH ADVISORS, LLC History Reduced 75,368 5,382 0.61% 0.64% 323 -2,539 -3.26% Q4 2025 Jan 09, 2026
Geneos Wealth Management Inc. History Added to 75,309 5,377 0.13% 0.12% 324 +5,604 8.04% Q4 2025 Jan 28, 2026
Quadrature Capital Ltd History New 74,866 5,346 0.05% — 325 +74,866 New Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 74,094 5,291 0.33% 0.36% 326 -324 -0.44% Q4 2025 Feb 11, 2026
Riverwater Partners LLC History No change 72,288 5,162 2.0% 2.03% 327 0 0.0% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Reduced 72,233 5,158 0.12% 0.14% 328 -6,453 -8.2% Q4 2025 Feb 06, 2026
Centerline Wealth Advisors, LLC History Added to 72,164 5,153 1.87% 1.63% 329 +17,005 30.83% Q4 2025 Jan 08, 2026
Diversify Advisory Services, LLC History Reduced 69,764 5,124 0.16% 0.19% 330 -12,878 -15.58% Q4 2025 Jan 23, 2026
Braun-Bostich & Associates Inc. History Reduced 71,302 5,091 3.14% 3.4% 331 -8,287 -10.41% Q4 2025 Jan 14, 2026
Zhang Financial LLC History Added to 70,262 5,017 0.19% 0.19% 332 +301 0.43% Q4 2025 Feb 10, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 70,189 5,012 0.55% 0.53% 333 +1,527 2.22% Q4 2025 Feb 18, 2026
Cranbrook Wealth Management, LLC History Added to 68,662 4,903 0.97% 0.92% 334 +1,091 1.61% Q4 2025 Jan 28, 2026
Gateway Wealth Partners, LLC History Reduced 68,493 4,891 0.54% 0.65% 335 -3,018 -4.22% Q4 2025 Feb 11, 2026
Quantum Portfolio Management LLC History Reduced 68,283 4,876 2.15% 2.23% 336 -42,326 -38.27% Q4 2025 Feb 12, 2026
Yukon Wealth Management, Inc. History Reduced 62,792 4,858 2.8% 1.41% 337 -843 -1.32% Q4 2025 Feb 10, 2026
Efficient Advisors, LLC History Reduced 67,824 4,843 0.28% 0.27% 338 -3,425 -4.81% Q4 2025 Jan 21, 2026
Harbor Group, Inc. History Reduced 67,391 4,812 0.72% 0.74% 339 -917 -1.34% Q4 2025 Jan 12, 2026
Davis Wealth Advisors, LLC History New 66,895 4,776 3.97% — 340 +66,895 New Q4 2025 Feb 17, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 66,814 4,771 1.09% 1.15% 341 -4,108 -5.79% Q4 2025 Jan 06, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 65,465 4,674 0.74% 0.77% 342 -3,146 -4.59% Q4 2025 Jan 14, 2026
Vestmark Advisory Solutions, Inc. History Reduced 64,972 4,639 0.06% 0.18% 343 -75,933 -53.89% Q4 2025 Feb 06, 2026
Addison Capital Co History Added to 64,902 4,634 1.16% 0.91% 344 +19,404 42.65% Q4 2025 Feb 02, 2026
Clark Capital Management Group, Inc. History Added to 64,402 4,598 0.03% 0.01% 345 +40,591 170.47% Q4 2025 Feb 17, 2026
Synergy Investment Management, LLC History Added to 64,127 4,579 1.62% 1.49% 346 +6,437 11.16% Q4 2025 Feb 06, 2026
Net Worth Advisory Group History Added to 63,220 4,514 0.91% 0.23% 347 +51,237 427.58% Q4 2025 Jan 14, 2026
IF Advisors, LLC History New 62,578 4,468 3.63% — 349 +62,578 New Q4 2025 Feb 10, 2026
Retirement Wealth Solutions LLC History Added to 62,582 4,468 2.82% 2.77% 348 +334 0.54% Q4 2025 Jan 07, 2026
Disciplined Investments, LLC History Reduced 62,462 4,460 1.71% 1.71% 350 -883 -1.39% Q4 2025 Feb 05, 2026
STOCK YARDS BANK & TRUST CO History Added to 62,405 4,456 0.14% 0.12% 351 +7,122 12.88% Q4 2025 Jan 21, 2026
Cornerstone Planning Group LLC History Reduced 58,398 4,379 0.68% 0.66% 352 -1,947 -3.23% Q4 2025 Feb 02, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 61,238 4,373 0.68% 0.67% 353 -742 -1.2% Q4 2025 Jan 23, 2026
Narus Financial Partners, LLC History Added to 61,207 4,370 1.2% 1.13% 354 +192 0.31% Q4 2025 Feb 09, 2026
FFG RETIREMENT ADVISORS LLC History Reduced 60,779 4,340 2.69% 3.49% 355 -22,119 -26.68% Q4 2025 Jan 12, 2026
Integrity Advisory Solutions, LLC History Added to 60,620 4,328 0.62% 0.63% 356 +2,291 3.93% Q4 2025 Feb 09, 2026
Meramec Financial Planners, LLC History New 55,406 4,312 1.68% — 357 +55,406 New Q4 2025 Feb 10, 2026
MMA ASSET MANAGEMENT LLC History Reduced 60,373 4,311 1.54% 1.45% 358 -3,566 -5.58% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Added to 60,132 4,294 0.03% 0.02% 359 +11,203 22.9% Q4 2025 Jan 27, 2026
Telos Capital Management, Inc. History Reduced 59,752 4,266 0.4% 0.4% 360 -2,237 -3.61% Q4 2025 Jan 22, 2026
RWA WEALTH PARTNERS, LLC History Added to 59,652 4,259 0.05% 0.0% 361 +56,529 1810.09% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Reduced 59,285 4,233 0.01% 0.01% 362 -359 -0.6% Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 58,452 4,189 0.16% 0.2% 363 +9,680 19.85% Q4 2025 Feb 13, 2026
Portfolio Resources Advisor Group, Inc. History New 57,638 4,115 4.11% — 364 +57,638 New Q4 2025 Feb 13, 2026
Redwood Investment Management, LLC History Reduced 57,496 4,106 0.46% 0.49% 365 -9,039 -13.59% Q4 2025 Feb 17, 2026
Barnes Wealth Management Group, Inc History Reduced 57,438 4,101 2.19% 2.62% 366 -12,715 -18.12% Q4 2025 Feb 24, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 56,842 4,059 0.2% 0.03% 367 +51,221 911.24% Q4 2025 Feb 12, 2026
Maryland State Retirement & Pension System History Reduced 56,456 4,031 0.08% 0.13% 368 -35,344 -38.5% Q4 2025 Feb 17, 2026
RCS Financial Planning, LLC History Reduced 56,235 4,015 1.73% 1.81% 370 -3,884 -6.46% Q4 2025 Jan 15, 2026
IFG Advisory, LLC History Added to 56,236 4,015 0.17% 0.17% 369 +1,672 3.06% Q4 2025 Feb 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 56,048 4,002 0.24% 0.18% 371 +11,343 25.37% Q4 2025 Jan 20, 2026
THEORY FINANCIAL LLC History Reduced 53,710 3,989 1.34% 1.42% 372 -4,967 -8.46% Q4 2025 Feb 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 55,780 3,983 0.06% 0.06% 373 +362 0.65% Q4 2025 Feb 12, 2026
Avidian Wealth Enterprises, LLC History Reduced 55,060 3,931 0.14% 0.16% 374 -8,651 -13.58% Q4 2025 Feb 02, 2026
Foundation Wealth Management, LLC History Reduced 54,222 3,873 2.55% 2.48% 375 -2,993 -5.23% Q4 2025 Jan 27, 2026
Vise Technologies, Inc. History Added to 54,014 3,857 0.08% 0.07% 376 +25,729 90.96% Q4 2025 Feb 11, 2026
ADE, LLC History Reduced 53,884 3,847 1.86% 1.85% 377 -51 -0.09% Q4 2025 Feb 10, 2026
Centurion Wealth Management LLC History Reduced 53,623 3,829 0.84% 0.9% 378 -4,390 -7.57% Q4 2025 Jan 14, 2026
W ADVISORS, LLC History Reduced 52,897 3,777 1.9% 1.91% 379 -558 -1.04% Q4 2025 Feb 13, 2026
EHRLICH FINANCIAL GROUP History Reduced 52,648 3,759 2.14% 2.84% 380 -17,916 -25.39% Q4 2025 Jan 06, 2026
VANCE WEALTH, LLC History Reduced 52,631 3,758 1.12% 1.13% 381 -1,314 -2.44% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 52,579 3,754 1.01% 0.24% 382 +44,092 519.52% Q4 2025 Feb 09, 2026
Hoxton Planning & Management, LLC History Reduced 52,506 3,749 1.12% 1.36% 383 -9,865 -15.82% Q4 2025 Feb 11, 2026
McNaughton Wealth Management, LLC History Reduced 52,065 3,717 1.53% 2.32% 384 -28,973 -35.75% Q4 2025 Jan 12, 2026
FIRST FOUNDATION ADVISORS History Added to 51,439 3,673 0.14% 0.12% 385 +5,546 12.08% Q4 2025 Feb 04, 2026
AMG National Trust Bank History Reduced 51,416 3,671 0.09% 0.09% 386 -801 -1.53% Q4 2025 Jan 30, 2026
Advisory Alpha, LLC History Added to 51,149 3,652 0.1% 0.09% 387 +4,429 9.48% Q4 2025 Feb 06, 2026
B. Riley Wealth Advisors, Inc. History Reduced 51,017 3,643 0.17% 0.18% 388 -5,017 -8.95% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Added to 50,356 3,595 0.27% 0.24% 389 +3,922 8.45% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History New 50,200 3,584 0.01% — 390 +50,200 New Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 50,130 3,579 0.13% 0.14% 391 -3,649 -6.79% Q4 2025 Feb 06, 2026
LifePlan Investment Advisors, Inc. History Added to 49,859 3,560 1.45% 1.36% 392 +2,211 4.64% Q4 2025 Feb 09, 2026
BROWN ADVISORY INC History Reduced 49,836 3,558 0.0% 0.0% 393 -390 -0.78% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO History Added to 48,893 3,539 0.04% 0.04% 394 +235 0.48% Q4 2025 Jan 26, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 49,488 3,533 0.93% 0.91% 395 +3,022 6.5% Q4 2025 Feb 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 49,351 3,524 0.39% 0.39% 396 -165 -0.33% Q4 2025 Jan 08, 2026
Dynamic Wealth Strategies, LLC History Added to 49,161 3,510 2.09% 2.21% 397 +345 0.71% Q4 2025 Feb 04, 2026
RFG Advisory, LLC History Reduced 48,353 3,452 0.06% 0.08% 398 -9,053 -15.77% Q4 2025 Feb 03, 2026
SAGE FINANCIAL GROUP INC History Added to 47,932 3,422 0.23% 0.21% 399 +1,536 3.31% Q4 2025 Jan 27, 2026
BlackDiamond Wealth Management, LLC History Reduced 42,959 3,377 1.65% 1.86% 400 -7,390 -14.68% Q4 2025 Feb 10, 2026
REGIMEN WEALTH, LLC History Added to 47,047 3,359 0.98% 0.93% 401 +1,024 2.22% Q4 2025 Feb 09, 2026
Salus Financial Advisors, LLC History Reduced 46,491 3,319 1.99% 2.01% 402 -1,457 -3.04% Q4 2025 Jan 21, 2026
Mill Creek Capital Advisors, LLC History Reduced 46,315 3,307 0.07% 0.08% 403 -9,593 -17.16% Q4 2025 Feb 13, 2026
Wealth Quarterback LLC History Added to 46,307 3,306 1.19% 1.09% 404 +4,717 11.34% Q4 2025 Jan 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 46,204 3,299 0.0% 0.01% 405 -744,388 -94.16% Q4 2025 Feb 17, 2026
WARNER FINANCIAL, INC History Added to 46,198 3,299 1.15% 1.13% 406 +1,433 3.2% Q4 2025 Jan 21, 2026
Brookwood Investment Group LLC History Reduced 46,176 3,297 0.4% 0.42% 407 -1,434 -3.01% Q4 2025 Jan 22, 2026
OneAscent Family Office, LLC History New 45,898 3,277 2.22% — 408 +45,898 New Q4 2025 Feb 11, 2026
Key FInancial Inc History Reduced 45,878 3,276 0.6% 0.63% 409 -4,188 -8.36% Q4 2025 Feb 09, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 45,326 3,236 0.38% 0.4% 410 -303 -0.66% Q4 2025 Jan 26, 2026
WealthPoint Financial, LLC History New 45,296 3,234 2.81% — 411 +45,296 New Q4 2025 Feb 19, 2026
BEAM WEALTH ADVISORS, INC. History Added to 45,262 3,232 0.89% 0.81% 412 +1,212 2.75% Q4 2025 Feb 04, 2026
NewEdge Wealth, LLC History Reduced 45,231 3,229 0.04% 0.04% 413 -344 -0.75% Q4 2025 Feb 03, 2026
Chatterton & Associates Inc. History New 45,002 3,213 2.75% — 414 +45,002 New Q4 2025 Jan 20, 2026
BridgePort Financial Solutions, LLC History Reduced 44,727 3,193 0.86% 0.93% 415 -6,273 -12.3% Q4 2025 Jan 16, 2026
BUSH INVESTMENT GROUP, LLC History Reduced 44,422 3,172 1.77% 1.98% 416 -4,850 -9.84% Q4 2025 Mar 05, 2026
Beirne Wealth Consulting Services, LLC History Added to 44,338 3,167 0.92% 0.71% 417 +686 1.57% Q4 2025 Jan 29, 2026
Ifrah Financial Services, Inc. History Reduced 43,405 3,099 0.8% 0.78% 418 -799 -1.81% Q4 2025 Jan 22, 2026
Claro Advisors Inc. History Reduced 43,332 3,094 0.42% 0.47% 419 -3,900 -8.26% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Reduced 43,173 3,083 0.04% 0.13% 420 -83,314 -65.87% Q4 2025 Feb 09, 2026
OMNI 360 Wealth, Inc. History Added to 41,783 3,067 1.57% 1.57% 421 +432 1.04% Q4 2025 Jan 29, 2026
BLALOCK WILLIAMS, LLC History Reduced 42,609 3,042 2.43% 2.64% 422 -1,789 -4.03% Q4 2025 Feb 02, 2026
Ironwood Investment Counsel, LLC History Reduced 40,454 3,040 0.42% 0.43% 423 -371 -0.91% Q4 2025 Feb 06, 2026
HARBOUR INVESTMENTS, INC. History Reduced 42,412 3,028 0.06% 0.07% 424 -1,573 -3.58% Q4 2025 Feb 09, 2026
Patten Group, Inc. History Added to 42,136 3,008 0.56% 0.48% 425 +5,474 14.93% Q4 2025 Jan 23, 2026
Dentgroup LLC History Reduced 41,467 2,961 2.03% 1.85% 426 -727 -1.72% Q4 2025 Jan 28, 2026
Quantinno Capital Management LP History Added to 41,222 2,943 0.01% 0.01% 427 +10,918 36.03% Q4 2025 Feb 17, 2026
Sterling Wealth Management, Inc. History Reduced 41,075 2,933 0.84% 0.87% 428 -1,184 -2.8% Q4 2025 Feb 17, 2026
Summit Financial Strategies, Inc. History Reduced 41,008 2,928 0.24% 0.25% 429 -1,251 -2.96% Q4 2025 Jan 27, 2026
Ridgeline Wealth, LLC History Reduced 40,683 2,905 2.01% 2.07% 430 -648 -1.57% Q4 2025 Jan 08, 2026
A4 Wealth Advisors LLC History Added to 40,674 2,904 2.51% 1.77% 431 +9,755 31.55% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Reduced 40,614 2,900 0.03% 0.03% 432 -1,758 -4.15% Q4 2025 Feb 10, 2026
Belpointe Asset Management LLC History Added to 40,514 2,893 0.1% 0.1% 433 +309 0.77% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 40,514 2,893 0.43% 0.43% 434 +309 0.77% Q4 2025 Jan 27, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 40,296 2,877 0.47% — 435 +40,296 New Q4 2025 Feb 18, 2026
SkyView Investment Advisors, LLC History Added to 40,101 2,864 0.36% 0.34% 436 +196 0.49% Q4 2025 Feb 18, 2026
Commonwealth Retirement Investments LLC History Reduced 40,063 2,860 0.92% 0.96% 437 -1,466 -3.53% Q4 2025 Feb 11, 2026
Synergy Asset Management, LLC History Added to 40,036 2,858 0.3% 0.01% 438 +36,224 950.26% Q4 2025 Jan 13, 2026
BCU Wealth Advisors, LLC History Reduced 39,720 2,836 1.09% 1.24% 439 -5,362 -11.89% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Reduced 39,565 2,825 0.02% 0.02% 440 -684 -1.7% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History New 38,803 2,770 0.0% — 441 +38,803 New Q4 2025 Mar 20, 2026
OpenArc Corporate Advisory, LLC History New 38,722 2,765 0.05% — 442 +38,722 New Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 38,250 2,731 0.13% 0.13% 443 -5,760 -13.09% Q4 2025 Jan 21, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 38,163 2,725 0.99% 0.73% 444 +12,912 51.13% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Reduced 37,509 2,678 0.1% 0.1% 445 -999 -2.59% Q4 2025 Jan 21, 2026
Clear Creek Financial Management, LLC History Added to 37,374 2,668 0.22% 0.22% 446 +325 0.88% Q4 2025 Jan 23, 2026
Revolve Wealth Partners, LLC History Reduced 37,164 2,653 0.31% 0.31% 447 -359 -0.96% Q4 2025 Jan 20, 2026
Koshinski Asset Management, Inc. History Added to 37,001 2,642 0.17% 0.16% 448 +1,447 4.07% Q4 2025 Feb 03, 2026
Index Technologies Group LLC History New 36,893 2,634 2.75% — 449 +36,893 New Q4 2025 Feb 12, 2026
WealthTrak Capital Management LLC History Added to 36,078 2,576 1.84% 1.47% 450 +9,790 37.24% Q4 2025 Feb 10, 2026
WealthPLAN Partners, LLC History Reduced 35,744 2,552 0.38% 0.39% 451 -2,190 -5.77% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Reduced 35,708 2,549 0.07% 0.07% 452 -366 -1.01% Q4 2025 Jan 30, 2026
VPR Management LLC History No change 35,700 2,549 1.14% 1.1% 453 0 0.0% Q4 2025 Feb 13, 2026
Key Capital Management, INC History New 35,657 2,546 2.52% — 454 +35,657 New Q4 2025 Jan 26, 2026
WEDBUSH SECURITIES INC History Reduced 35,632 2,544 0.07% 0.08% 455 -510 -1.41% Q4 2025 Feb 12, 2026
KEB ASSET MANAGEMENT, LLC History No change 35,581 2,540 0.51% 0.54% 456 0 0.0% Q4 2025 Jan 09, 2026
Interchange Capital Partners, LLC History Reduced 35,568 2,539 0.47% 0.52% 457 -3,611 -9.22% Q4 2025 Jan 30, 2026
WEALTHGARDEN F.S. LLC History Reduced 33,474 2,486 1.64% 1.76% 458 -2,482 -6.9% Q4 2025 Feb 11, 2026
CogentBlue Wealth Advisors, LLC History No change 34,431 2,458 1.67% 1.59% 459 0 0.0% Q4 2025 Jan 16, 2026
ORG Partners LLC History Added to 33,967 2,425 0.43% 0.4% 460 +3,294 10.74% Q4 2025 Jan 14, 2026
Sagace Wealth Management LLC History Added to 33,949 2,424 1.64% 1.54% 461 +590 1.77% Q4 2025 Feb 02, 2026
Columbus Macro, LLC History Added to 33,833 2,416 0.26% 0.24% 462 +2,245 7.11% Q4 2025 Jan 15, 2026
J.W. COLE ADVISORS, INC. History Added to 41,423 2,410 0.06% 0.05% 463 +1,445 3.61% Q4 2025 Feb 11, 2026
Pitcairn Wealth Advisors LLC History New 33,549 2,395 0.22% — 464 +33,549 New Q4 2025 Feb 13, 2026
Wingate Wealth Advisors, Inc. History Added to 33,473 2,390 1.33% 1.53% 465 +948 2.91% Q4 2025 Jan 28, 2026
NAVELLIER & ASSOCIATES INC History No change 33,333 2,380 0.27% 0.23% 466 0 0.0% Q4 2025 Feb 03, 2026
New World Advisors LLC History Added to 33,297 2,377 0.41% 0.24% 467 +13,945 72.06% Q4 2025 Feb 06, 2026
MGB Wealth Management, LLC History Added to 33,206 2,372 0.68% 0.18% 468 +23,837 254.42% Q4 2025 Feb 17, 2026
Asempa Wealth Advisors History New 33,093 2,363 2.04% — 469 +33,093 New Q4 2025 Jan 08, 2026
Mason Investment Advisory Services, Inc. History Added to 33,071 2,361 0.11% 0.11% 470 +535 1.64% Q4 2025 Feb 12, 2026
First Heartland Consultants, Inc. History Reduced 32,968 2,354 0.18% 0.2% 471 -3,482 -9.55% Q4 2025 Jan 09, 2026
Cornerstone Financial Management LLC History New 32,507 2,321 2.18% — 472 +32,507 New Q4 2025 Feb 13, 2026
Venturi Wealth Management, LLC History Added to 32,060 2,289 0.1% 0.1% 473 +47 0.15% Q4 2025 Jan 22, 2026
J.M. Arbour, LLC History New 31,956 2,282 2.28% — 475 +31,956 New Q4 2025 Jan 26, 2026
Signal Advisors Wealth, LLC History Reduced 31,965 2,282 0.18% 0.23% 474 -5,346 -14.33% Q4 2025 Jan 13, 2026
CENTRAL TRUST Co History Reduced 31,364 2,239 0.04% 0.05% 476 -1,559 -4.74% Q4 2025 Feb 02, 2026
M Holdings Securities, Inc. History Added to 31,261 2,232 0.16% 0.18% 477 +18,463 144.26% Q4 2025 Feb 11, 2026
SELDON CAPITAL LP History No change 31,000 2,213 0.77% 0.74% 478 0 0.0% Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History New 30,946 2,209 0.38% — 479 +30,946 New Q4 2025 Jan 26, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 30,829 2,201 0.14% 0.1% 480 +9,000 41.23% Q4 2025 Feb 17, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 30,702 2,192 1.42% 1.9% 481 -21,146 -40.78% Q4 2025 Feb 09, 2026
Tempus Wealth Planning, LLC History Reduced 30,699 2,192 0.5% 0.5% 482 -1,105 -3.47% Q4 2025 Jan 16, 2026
SUTTON PLACE INVESTORS LLC History Reduced 30,174 2,154 1.18% 1.35% 483 -4,633 -13.31% Q4 2025 Jan 21, 2026
Cresset Asset Management, LLC History Added to 29,852 2,131 0.01% 0.01% 484 +2,995 11.15% Q4 2025 Feb 17, 2026
Petersen Hastings Wealth Advisors Inc. History New 29,841 2,130 0.2% — 485 +29,841 New Q4 2025 Feb 11, 2026
Neumann Capital Management, LLC History No change 29,785 2,126 0.61% 0.59% 486 0 0.0% Q4 2025 Jan 14, 2026
Breakwater Capital Group History Added to 29,597 2,113 0.29% 0.29% 487 +729 2.53% Q4 2025 Jan 09, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 29,581 2,112 0.02% 0.03% 488 -1,410 -4.55% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Reduced 29,420 2,100 0.02% 0.02% 489 -28,336 -49.06% Q4 2025 Feb 13, 2026
OBSIDIAN CIO, LLC History Reduced 28,990 2,070 3.07% 3.29% 490 -340,156 -92.15% Q4 2025 Feb 18, 2026
Arlington Capital Management, Inc. History Added to 28,759 2,053 1.26% 1.25% 491 +10 0.03% Q4 2025 Jan 06, 2026
Merkkuri Wealth Advisors LLC History Reduced 28,557 2,039 1.39% 1.53% 492 -2,586 -8.3% Q4 2025 Jan 29, 2026
Golden State Wealth Management, LLC History Added to 28,512 2,036 0.22% 0.19% 493 +2,979 11.67% Q4 2025 Feb 13, 2026
Concorde Asset Management, LLC History Added to 28,473 2,033 0.81% 0.8% 494 +247 0.88% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Reduced 28,469 2,032 0.02% 0.02% 495 -4,100 -12.59% Q4 2025 Feb 02, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 28,327 2,022 1.01% 1.12% 496 -4,644 -14.09% Q4 2025 Jan 30, 2026
Kovack Advisors, Inc. History Added to 27,971 1,997 0.09% 0.04% 497 +22,425 404.35% Q4 2025 Feb 17, 2026
Clearview Wealth Advisors LLC History Reduced 27,936 1,994 1.26% 1.66% 498 -10,341 -27.02% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 27,805 1,985 0.0% 0.0% 499 -5,508 -16.53% Q4 2025 Feb 12, 2026
Emergent Wealth Advisors, LLC History Reduced 27,653 1,974 1.11% 1.16% 500 -1,934 -6.54% Q4 2025 Jan 14, 2026
Virtus Family Office LLC History Added to 27,425 1,958 1.69% 1.61% 501 +2,026 7.98% Q4 2025 Feb 03, 2026
Weil Company, Inc. History Reduced 27,377 1,954 0.45% 0.46% 502 -994 -3.5% Q4 2025 Jan 14, 2026
Risk Paradigm Group, LLC History New 27,280 1,948 1.87% — 503 +27,280 New Q4 2025 Feb 17, 2026
Windward Private Wealth Management Inc. History Reduced 26,844 1,916 0.66% 0.64% 504 -601 -2.19% Q4 2025 Feb 02, 2026
OPPENHEIMER & CO INC History Added to 26,709 1,907 0.03% 0.02% 505 +2,420 9.96% Q4 2025 Feb 02, 2026
Sovereign Financial Group, Inc. History Reduced 26,643 1,902 0.33% 0.38% 506 -3,518 -11.66% Q4 2025 Jan 07, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 26,424 1,886 1.57% 1.56% 507 -1,543 -5.52% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 26,223 1,872 0.01% 0.01% 508 +1,130 4.5% Q4 2025 Feb 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 26,061 1,861 0.01% 0.01% 509 +818 3.24% Q4 2025 Jan 30, 2026
UNIVEST FINANCIAL Corp History Added to 26,002 1,856 0.1% 0.1% 510 +62 0.24% Q4 2025 Feb 04, 2026
McAdam, LLC History Added to 25,971 1,854 0.08% 0.08% 511 +1,761 7.27% Q4 2025 Feb 13, 2026
Aprio Wealth Management, LLC History Reduced 23,207 1,850 0.11% 0.16% 512 -377 -1.6% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 25,889 1,848 0.03% 0.04% 513 -1,014 -3.77% Q4 2025 Jan 23, 2026
Cassilly Financial Group LLC History New 25,696 1,834 1.62% — 514 +25,696 New Q4 2025 Jan 15, 2026
RPg Family Wealth Advisory, LLC History Reduced 25,409 1,814 0.4% 0.39% 515 -701 -2.68% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Reduced 25,396 1,813 0.01% 0.01% 516 -470 -1.82% Q4 2025 Jan 12, 2026
Cyndeo Wealth Partners, LLC History Reduced 25,322 1,808 0.1% 0.16% 517 -16,657 -39.68% Q4 2025 Jan 07, 2026
Vantus Wealth LLC History New 25,158 1,796 1.32% — 518 +25,158 New Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Added to 24,754 1,767 0.02% 0.02% 519 +7,685 45.02% Q4 2025 Feb 09, 2026
Clayton Financial Group LLC History Added to 24,612 1,757 0.9% 0.83% 520 +7,812 46.5% Q4 2025 Jan 21, 2026
FIRST HORIZON CORP History Reduced 24,492 1,748 0.08% 0.08% 521 -16 -0.07% Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 24,456 1,746 0.02% 0.02% 522 +1,531 6.68% Q4 2025 Feb 09, 2026
Keel Point, LLC History No change 24,239 1,730 0.1% 0.1% 523 0 0.0% Q4 2025 Feb 12, 2026
FWG Investments, LLC. History Added to 24,202 1,728 1.1% 1.11% 524 +372 1.56% Q4 2025 Jan 28, 2026
Beacon Financial Advisory LLC History Reduced 23,972 1,711 0.4% 0.4% 525 -1,405 -5.54% Q4 2025 Feb 17, 2026
Raleigh Capital Management Inc. History Reduced 23,851 1,703 0.62% 0.65% 526 -1,543 -6.08% Q4 2025 Jan 21, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 23,297 1,663 0.18% 0.17% 527 +1,418 6.48% Q4 2025 Jan 28, 2026
Atlatl Advisers LLC History Added to 23,174 1,654 0.63% 0.61% 528 +498 2.2% Q4 2025 Feb 09, 2026
CIBC Private Wealth Group LLC History Added to 22,668 1,618 0.0% 0.0% 529 +15,323 208.62% Q4 2025 Feb 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 22,480 1,605 0.03% 0.03% 530 +537 2.45% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History Reduced 22,463 1,604 0.03% 0.03% 531 -334 -1.47% Q4 2025 Feb 06, 2026
Rockingstone Advisors LLC History Added to 22,395 1,599 0.73% 0.71% 532 +1,220 5.76% Q4 2025 Jan 28, 2026
MATHER GROUP, LLC. History Reduced 22,379 1,598 0.02% 0.02% 533 -5,644 -20.14% Q4 2025 Jan 13, 2026
Stegner Investment Associates Inc. History Reduced 22,283 1,591 0.85% 1.0% 534 -4,672 -17.33% Q4 2025 Jan 30, 2026
Accelerate Investment Advisors LLC History Reduced 22,203 1,585 1.07% 1.11% 535 -1,911 -7.92% Q4 2025 Jan 12, 2026
Compound Planning, Inc. History Reduced 22,170 1,583 0.05% 0.05% 536 -695 -3.04% Q4 2025 Feb 19, 2026
Operose Advisors LLC History Added to 21,998 1,570 0.37% 0.37% 537 +196 0.9% Q4 2025 Feb 10, 2026
SWP FINANCIAL LLC History Added to 21,822 1,558 0.78% 0.7% 538 +1,552 7.66% Q4 2025 Jan 16, 2026
RDA Financial Network History Added to 21,715 1,550 0.37% 0.36% 539 +306 1.43% Q4 2025 Jan 06, 2026
GGM Financials LLC History Added to 21,693 1,549 0.75% 0.72% 540 +594 2.82% Q4 2025 Feb 04, 2026
Nicholas Hoffman & Company, LLC. History Reduced 21,605 1,542 0.04% 0.04% 541 -2,003 -8.48% Q4 2025 Feb 02, 2026
Independence Bank of Kentucky History Added to 21,579 1,540 0.19% 0.18% 542 +643 3.07% Q4 2025 Jan 20, 2026
Discipline Wealth Solutions, LLC History Reduced 21,561 1,539 0.29% 0.47% 543 -4,998 -18.82% Q4 2025 Jan 26, 2026
InvesTrust History Added to 21,459 1,532 0.59% 0.42% 544 +4,344 25.38% Q4 2025 Jan 14, 2026
Quartz Partners, LLC History Added to 21,442 1,531 0.57% 0.5% 545 +1,000 4.89% Q4 2025 Feb 13, 2026
Axis Wealth Partners, LLC History Added to 21,404 1,528 0.84% 0.83% 546 +409 1.95% Q4 2025 Jan 30, 2026
Campion Asset Management History Reduced 21,328 1,523 1.06% 1.03% 547 -121 -0.56% Q4 2025 Feb 17, 2026
Foundation Wealth Management, LLC\PA History Reduced 21,229 1,515 0.55% 0.6% 548 -1,743 -7.59% Q4 2025 Jan 15, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 21,146 1,510 0.69% 0.84% 549 -3,571 -14.45% Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 21,065 1,504 0.07% 0.06% 550 +685 3.36% Q4 2025 Feb 13, 2026
Wilkerson Advisory Group LLC History New 20,458 1,460 0.51% — 551 +20,458 New Q4 2025 Feb 13, 2026
Two West Capital Advisors LLC History Reduced 20,375 1,454 0.85% 0.95% 552 -2,540 -11.08% Q4 2025 Jan 13, 2026
Archer Investment Management, LLC History New 20,283 1,448 0.78% — 553 +20,283 New Q4 2025 Jan 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History New 20,236 1,445 0.79% — 554 +20,236 New Q4 2025 Feb 05, 2026
Arcadia Wealth Management, LLC History Reduced 20,087 1,434 0.53% 0.54% 555 -77 -0.38% Q4 2025 Feb 03, 2026
Aspire Private Capital, LLC History Reduced 19,844 1,417 0.32% 0.41% 556 -9,501 -32.38% Q4 2025 Jan 16, 2026
McMill Wealth Management History Added to 19,760 1,411 0.4% 0.38% 557 +164 0.84% Q4 2025 Feb 23, 2026
CULLEN/FROST BANKERS, INC. History New 19,668 1,404 0.02% — 558 +19,668 New Q4 2025 Feb 06, 2026
Latitude Advisors, LLC History Added to 19,617 1,400 0.62% 0.59% 559 +441 2.3% Q4 2025 Jan 27, 2026
Lifeworks Advisors, LLC History Reduced 19,507 1,392 0.18% 0.18% 560 -411 -2.06% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Added to 19,094 1,363 0.04% 0.02% 561 +7,743 68.21% Q4 2025 Feb 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 19,074 1,362 0.19% 0.2% 563 +24 0.13% Q4 2025 Feb 13, 2026
Avantra Family Wealth, Inc. History Added to 19,078 1,362 0.99% 0.97% 562 +16 0.08% Q4 2025 Jan 21, 2026
Quadcap Wealth Management, LLC History No change 18,938 1,352 0.15% 0.15% 564 0 0.0% Q4 2025 Jan 29, 2026
JDH Wealth Management, LLC History Reduced 18,888 1,348 0.92% 0.93% 565 -422 -2.19% Q4 2025 Jan 05, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 18,701 1,335 0.46% 0.56% 566 -2,104 -10.11% Q4 2025 Jan 08, 2026
Mainstream Capital Management LLC History Reduced 18,665 1,332 0.87% 0.95% 567 -2,344 -11.16% Q4 2025 Jan 21, 2026
MSH Capital Advisors LLC History Added to 18,635 1,330 0.28% 0.31% 568 +1,614 9.48% Q4 2025 Feb 09, 2026
Powerhouse Assets LLC History New 18,598 1,328 1.17% — 569 +18,598 New Q4 2025 Jan 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 18,548 1,324 0.1% 0.13% 570 -8,413 -31.2% Q4 2025 Jan 23, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 18,434 1,316 0.27% 0.28% 571 +409 2.27% Q4 2025 Feb 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 18,421 1,315 1.09% 0.79% 572 +7,118 62.97% Q4 2025 Feb 10, 2026
GatePass Capital, LLC History Added to 18,319 1,308 0.67% 0.39% 573 +8,455 85.72% Q4 2025 Feb 09, 2026
CLUNE & ASSOCIATES, LTD. History Added to 18,264 1,304 0.28% 0.28% 574 +1,751 10.6% Q4 2025 Feb 09, 2026
WealthPlan Investment Management, LLC History Reduced 18,198 1,299 0.08% 0.09% 576 -811 -4.27% Q4 2025 Feb 05, 2026
Westside Investment Management, Inc. History Reduced 18,198 1,299 0.21% 0.2% 575 -516 -2.76% Q4 2025 Jan 23, 2026
Betterment LLC History Reduced 18,051 1,289 0.0% 0.0% 577 -393 -2.13% Q4 2025 Feb 12, 2026
Riverbend Wealth Management, LLC History Added to 18,044 1,288 0.8% 0.82% 578 +752 4.35% Q4 2025 Jan 29, 2026
TBH Global Asset Management, LLC History Added to 17,480 1,287 0.21% 0.05% 579 +13,521 341.53% Q4 2025 Jan 29, 2026
Kassira Wealth Management LLC History Reduced 17,991 1,284 1.22% 1.18% 580 -1 -0.01% Q4 2025 Feb 03, 2026
GC Wealth Management RIA, LLC History Reduced 17,883 1,277 0.05% 0.04% 581 -11 -0.06% Q4 2025 Jan 30, 2026
FIRST NATIONAL BANK OF OMAHA History New 17,783 1,274 0.04% — 582 +17,783 New Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Added to 17,823 1,272 0.17% 0.09% 583 +9,188 106.4% Q4 2025 Feb 17, 2026
Cooper Financial Group History Reduced 17,704 1,264 0.13% 0.14% 584 -1,617 -8.37% Q4 2025 Jan 08, 2026
SHUFRO ROSE & CO LLC History Reduced 17,651 1,260 0.09% 0.2% 585 -23,222 -56.82% Q4 2025 Feb 09, 2026
Western Wealth Management, LLC History Added to 17,590 1,256 0.06% 0.06% 586 +1,813 11.49% Q4 2025 Feb 05, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 17,566 1,254 0.2% 0.22% 587 -1,461 -7.68% Q4 2025 Feb 04, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 17,545 1,252 0.27% 0.45% 588 -2,185 -11.07% Q4 2025 Feb 12, 2026
Etesian Wealth Advisors, Inc. History Added to 17,517 1,250 0.39% 0.21% 589 +8,172 87.45% Q4 2025 Feb 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 17,422 1,244 0.0% — 590 +17,422 New Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 17,295 1,235 0.11% 0.1% 591 +63 0.37% Q4 2025 Jan 26, 2026
LRI Investments, LLC History Reduced 17,275 1,233 0.1% 0.1% 592 -161 -0.92% Q4 2025 Feb 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 17,120 1,222 0.06% 0.12% 593 -13,127 -43.4% Q4 2025 Jan 28, 2026
Catalina Capital Group, LLC History Reduced 16,941 1,209 0.73% 0.89% 595 -4,666 -21.59% Q4 2025 Jan 16, 2026
Blue Zone Wealth Advisors, LLC History Added to 16,937 1,209 0.23% 0.21% 594 +1,558 10.13% Q4 2025 Jan 21, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 16,923 1,208 0.38% 0.78% 596 -31,437 -65.01% Q4 2025 Feb 02, 2026
Portside Wealth Group, LLC History Added to 16,864 1,204 0.16% 0.11% 597 +5,526 48.74% Q4 2025 Jan 21, 2026
Ascension Capital Advisors, Inc. History No change 16,815 1,200 0.41% 0.44% 598 0 0.0% Q4 2025 Feb 10, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 16,740 1,195 0.3% 0.33% 600 -2,179 -11.52% Q4 2025 Jan 27, 2026
Private Wealth Asset Management, LLC History Added to 16,745 1,195 0.13% 0.13% 599 +345 2.1% Q4 2025 Feb 10, 2026
Evanson Asset Management, LLC History Added to 16,684 1,191 0.06% 0.06% 601 +1,042 6.66% Q4 2025 Jan 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 16,580 1,183 0.03% 0.03% 602 0 0.0% Q4 2025 Jan 27, 2026
Horizon Investments, LLC History Added to 16,563 1,182 0.01% 0.01% 603 +10,393 168.44% Q4 2025 Feb 02, 2026
Transamerica Financial Advisors, LLC History Added to 16,549 1,181 0.1% 0.06% 604 +6,680 67.69% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 16,343 1,167 0.07% 0.03% 605 +10,155 164.11% Q4 2025 Feb 10, 2026
Falcon Wealth Planning History Reduced 16,329 1,166 0.1% 0.11% 606 -1,792 -9.89% Q4 2025 Feb 03, 2026
Fonville Wealth Management LLC History Added to 16,168 1,154 0.24% 0.25% 607 +10 0.06% Q4 2025 Jan 23, 2026
Horizon Wealth Management, LLC History New 16,150 1,153 0.18% — 608 +16,150 New Q4 2025 Feb 04, 2026
First Citizens Financial Corp History Added to 16,132 1,151 0.57% 0.53% 609 +305 1.93% Q4 2025 Jan 06, 2026
Quest 10 Wealth Builders, Inc. History Added to 16,082 1,148 1.03% 1.0% 610 +20 0.12% Q4 2025 Jan 29, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 15,895 1,135 0.02% 0.02% 611 -628 -3.8% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Reduced 15,361 1,128 0.05% 0.09% 612 -8,989 -36.92% Q4 2025 Jan 21, 2026
Madden Advisory Services, Inc. History Added to 15,740 1,124 0.45% 0.4% 613 +489 3.21% Q4 2025 Feb 11, 2026
BCS Wealth Management History Added to 15,686 1,119 0.11% 0.12% 614 +7,759 97.88% Q4 2025 Jan 26, 2026
Semus Wealth Partners LLC History Reduced 15,663 1,118 0.6% 0.63% 615 -743 -4.53% Q4 2025 Jan 27, 2026
Richmond Investment Services, LLC History Added to 15,548 1,110 0.19% 0.19% 616 +195 1.27% Q4 2025 Feb 12, 2026
J. Derek Lewis & Associates Inc. History New 15,368 1,097 0.26% — 617 +15,368 New Q4 2025 Mar 23, 2026
ARK & TLK INVESTMENTS, LLC History No change 15,273 1,090 0.3% 0.33% 618 0 0.0% Q4 2025 Feb 10, 2026
Sierra Capital LLC History No change 15,250 1,089 0.12% 0.11% 619 0 0.0% Q4 2025 Feb 18, 2026
WORLD EQUITY GROUP, INC. History Reduced 15,244 1,088 0.3% 1.15% 621 -59,228 -79.53% Q4 2025 Jan 12, 2026
SouthState Bank Corp History Added to 15,245 1,088 0.05% 0.04% 620 +1,322 9.5% Q4 2025 Feb 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 14,359 1,086 0.01% 0.01% 622 0 0.0% Q4 2025 Jan 28, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 15,194 1,085 0.01% 0.01% 623 -764 -4.79% Q4 2025 Jan 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 15,146 1,081 0.02% 0.02% 624 +30 0.2% Q4 2025 Jan 22, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 15,094 1,077 0.91% 0.91% 625 +187 1.25% Q4 2025 Jan 26, 2026
NWAM LLC History Reduced 14,447 1,068 0.06% 0.14% 626 -23,169 -61.59% Q4 2025 Feb 04, 2026
Intrua Financial, LLC History Reduced 14,629 1,044 0.11% 0.13% 627 -2,640 -15.29% Q4 2025 Feb 05, 2026
O'Connor Financial Group LLC History Reduced 14,143 1,043 0.42% 0.41% 628 -216 -1.5% Q4 2025 Jan 26, 2026
Legacy Wealth Partners, LLC History New 14,599 1,042 0.27% — 629 +14,599 New Q4 2025 Feb 17, 2026
Resurgent Financial Advisors LLC History Reduced 14,532 1,037 0.52% 0.57% 630 -2,697 -15.65% Q4 2025 Feb 12, 2026
FIDUCIARY ADVISORS, INC. History Reduced 14,507 1,035 0.79% 0.84% 631 -779 -5.1% Q4 2025 Jan 27, 2026
ASL Financial, LLC History New 14,421 1,029 0.81% — 633 +14,421 New Q4 2025 Jan 20, 2026
Turtle Creek Wealth Advisors, LLC History Added to 14,422 1,029 0.08% 0.08% 632 +1,084 8.13% Q4 2025 Jan 28, 2026
EWA, LLC History Added to 14,357 1,025 0.25% 0.25% 634 +893 6.63% Q4 2025 Feb 03, 2026
McCartney Wealth Management LLC History New 13,913 993 0.86% — 635 +13,913 New Q4 2025 Feb 17, 2026
GFS Advisors, LLC History No change 13,831 987 0.12% 0.12% 636 0 0.0% Q4 2025 Feb 11, 2026
Mesirow Financial Investment Management, Inc. History Reduced 13,788 984 0.02% 0.02% 637 -1,758 -11.31% Q4 2025 Feb 05, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 13,720 979 0.03% 0.04% 638 -1,104 -7.45% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 13,686 977 0.04% 0.04% 639 +5,749 72.43% Q4 2025 Feb 04, 2026
Financial Management Professionals, Inc. History Reduced 13,395 956 0.1% 0.11% 640 -2,214 -14.18% Q4 2025 Jan 27, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 13,369 954 0.01% 0.01% 641 0 0.0% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Reduced 13,264 947 0.01% 0.01% 642 -527 -3.82% Q4 2025 Jan 29, 2026
IEQ CAPITAL, LLC History Added to 13,170 940 0.0% 0.0% 643 +6,087 85.94% Q4 2025 Feb 13, 2026
Central Pacific Bank - Trust Division History New 13,146 938 0.12% — 644 +13,146 New Q4 2025 Jan 07, 2026
Lantern Wealth Advisors, LLC History Reduced 13,130 937 0.5% 0.53% 645 -1,684 -11.37% Q4 2025 Feb 17, 2026
American Financial Advisors, LLC History Reduced 12,992 927 0.12% 0.12% 646 -357 -2.67% Q4 2025 Feb 03, 2026
VestGen Investment Management History Added to 12,915 922 0.51% 0.49% 647 +911 7.59% Q4 2025 Feb 18, 2026
Hardin Capital Partners, LLC History Added to 12,912 922 0.44% 0.47% 648 +5 0.04% Q4 2025 Jan 09, 2026
Heritage Family Offices, LLP History Reduced 12,827 915 0.42% 0.45% 649 -1,357 -9.57% Q4 2025 Jan 12, 2026
OPINICUS CAPITAL, INC. History Reduced 12,806 914 0.64% 0.6% 650 -50 -0.39% Q4 2025 Feb 04, 2026
Stokes Family Office, LLC History Reduced 12,701 906 0.08% 0.08% 651 -251 -1.94% Q4 2025 Feb 18, 2026
Argent Trust Co History Added to 12,620 901 0.03% 0.03% 652 +1,972 18.52% Q4 2025 Feb 10, 2026
FLP Wealth Management, LLC History Added to 12,711 900 2.12% 2.05% 653 +1,969 18.33% Q4 2025 Jan 20, 2026
Rialto Wealth Management, LLC History No change 12,487 891 0.21% 0.22% 654 0 0.0% Q4 2025 Jan 12, 2026
NORTHLAND SECURITIES, INC. History New 12,448 888 0.85% — 655 +12,448 New Q4 2025 Jan 23, 2026
Rehmann Capital Advisory Group History Added to 12,404 885 0.05% 0.02% 656 +7,733 165.55% Q4 2025 Mar 04, 2026
MN Wealth Advisors, LLC History Reduced 12,381 884 0.45% 0.48% 657 -822 -6.23% Q4 2025 Feb 02, 2026
JT Stratford LLC History Reduced 12,366 883 0.11% 0.13% 658 -1,709 -12.14% Q4 2025 Feb 12, 2026
Asset Dedication, LLC History No change 12,337 880 0.06% 0.06% 659 0 0.0% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Reduced 12,263 875 0.03% 0.13% 660 -38,927 -76.04% Q4 2025 Feb 17, 2026
BEACON FINANCIAL GROUP History New 12,245 874 0.09% — 661 +12,245 New Q4 2025 Apr 01, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History New 12,122 865 0.0% — 662 +12,122 New Q4 2025 Jan 13, 2026
25 LLC History Added to 12,056 860 0.27% 0.27% 663 +146 1.23% Q4 2025 Jan 15, 2026
StoneX Group Inc. History Reduced 12,035 859 0.04% 0.04% 664 -540 -4.29% Q4 2025 Feb 12, 2026
Wealthfront Advisers LLC History Added to 11,954 853 0.0% 0.0% 665 +2,592 27.69% Q4 2025 Jan 30, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 11,931 851 0.02% 0.03% 666 -2,087 -14.89% Q4 2025 Feb 13, 2026
CHILTON INVESTMENT CO INC. History No change 11,900 849 0.02% 0.02% 667 0 0.0% Q4 2025 Feb 17, 2026
SMART Wealth LLC History Added to 11,889 848 0.26% 0.23% 669 +2,938 32.82% Q4 2025 Jan 26, 2026
Sound Financial Strategies Group, LLC History Reduced 11,878 848 0.6% 0.59% 668 -97 -0.81% Q4 2025 Feb 03, 2026
PUREfi Wealth, LLC History Reduced 11,770 840 0.64% 0.69% 670 -1,457 -11.02% Q4 2025 Jan 12, 2026
CAMBIENT FAMILY OFFICE, LLC History New 11,659 832 0.12% — 671 +11,659 New Q4 2025 Feb 20, 2026
Legacy Wealth Asset Management, LLC History Added to 11,625 830 0.2% 0.08% 672 +7,032 153.1% Q4 2025 Jan 12, 2026
Capital Investment Advisory Services, LLC History Added to 11,622 829 0.06% 0.05% 673 +1,898 19.52% Q4 2025 Jan 21, 2026
Manhattan West Asset Management, LLC History Added to 11,490 820 0.17% 0.16% 674 +256 2.28% Q4 2025 Feb 02, 2026
MILLENNIUM MANAGEMENT LLC History New 11,391 813 0.0% — 675 +11,391 New Q4 2025 Feb 17, 2026
Allegheny Financial Group History Added to 11,324 808 0.12% 0.12% 676 +2,077 22.46% Q4 2025 Feb 02, 2026
Accurate Wealth Management, LLC History Reduced 11,149 808 0.1% 0.1% 677 -34 -0.3% Q4 2025 Jan 14, 2026
Balefire, LLC History New 11,302 807 0.16% — 678 +11,302 New Q4 2025 Jan 12, 2026
Pallas Capital Advisors LLC History Added to 11,277 805 0.03% 0.03% 679 +71 0.63% Q4 2025 Jan 14, 2026
BWM Planning, LLC History Added to 11,167 797 0.21% 0.22% 680 +307 2.83% Q4 2025 Jan 14, 2026
Northwest Capital Management Inc History Reduced 11,045 788 3.42% 4.58% 681 -53,194 -82.81% Q4 2025 Jan 26, 2026
Financial Perspectives, Inc History Added to 11,007 786 0.21% 0.19% 682 +1,136 11.51% Q4 2025 Jan 28, 2026
MAI Capital Management History Added to 11,000 785 0.0% 0.0% 683 +1,818 19.8% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Reduced 10,963 782 0.03% 0.05% 684 -7,017 -39.03% Q4 2025 Feb 17, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 10,900 778 0.12% 0.14% 685 0 0.0% Q4 2025 Jan 26, 2026
Keystone Wealth Services, LLC History Added to 10,874 776 0.16% 0.13% 686 +2,325 27.2% Q4 2025 Jan 26, 2026
Ariadne Wealth Management, LP History No change 9,845 776 0.32% 0.31% 687 0 0.0% Q4 2025 Feb 13, 2026
Foster Group, Inc. History Reduced 10,814 772 0.02% 0.02% 688 -11 -0.1% Q4 2025 Jan 12, 2026
Per Stirling Capital Management, LLC. History Added to 10,722 765 0.09% 0.06% 689 +2,815 35.6% Q4 2025 Feb 17, 2026
VERITY Wealth Advisors History New 10,635 759 0.47% — 690 +10,635 New Q4 2025 Jan 07, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 10,466 747 0.01% 0.01% 691 +6 0.06% Q4 2025 Feb 05, 2026
Blue Capital, Inc. History Reduced 10,449 746 0.53% 0.6% 692 -1,501 -12.56% Q4 2025 Feb 23, 2026
Ausdal Financial Partners, Inc. History Reduced 10,418 743 0.03% 0.04% 693 -2,014 -16.2% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Added to 10,398 742 0.03% 0.03% 694 +70 0.68% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Reduced 10,363 740 0.02% 0.03% 695 -522 -4.8% Q4 2025 Jan 20, 2026
Alta Wealth Advisors LLC History New 10,356 739 0.25% — 697 +10,356 New Q4 2025 Feb 03, 2026
Magnus Financial Group LLC History Reduced 10,361 739 0.06% 0.06% 696 -36 -0.35% Q4 2025 Jan 07, 2026
PFG Investments, LLC History Added to 10,318 736 0.03% 0.03% 698 +3,209 45.14% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,131 733 0.02% 0.01% 699 0 0.0% Q4 2025 Jan 26, 2026
Pinnacle Family Advisors, LLC History Reduced 10,222 729 0.32% 0.35% 700 -1,545 -13.13% Q4 2025 Feb 17, 2026
Waldron Private Wealth LLC History Added to 10,176 726 0.03% 0.03% 701 +7 0.07% Q4 2025 Jan 14, 2026
Kestra Investment Management, LLC History Added to 10,140 724 0.02% 0.01% 702 +3,243 47.02% Q4 2025 Feb 09, 2026
Fisher Asset Management, LLC History Added to 10,097 721 0.0% 0.0% 703 +5,003 98.21% Q4 2025 Feb 09, 2026
Fragasso Financial Advisors Inc History Added to 10,101 721 0.04% 0.04% 704 +100 1.0% Q4 2025 Jan 07, 2026
Cherry Tree Wealth Management, LLC History Added to 10,031 716 0.15% 0.14% 705 +409 4.25% Q4 2025 Feb 10, 2026
HB Wealth Management, LLC History New 9,912 707 0.0% — 706 +9,912 New Q4 2025 Jan 28, 2026
Aurelius Family Office LLC History Reduced 9,704 704 0.3% 0.34% 707 -1,722 -15.07% Q4 2025 Jan 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 9,845 703 0.01% 0.01% 708 +307 3.22% Q4 2025 Feb 10, 2026
Stirlingshire Investments, Inc. History New 9,778 698 0.62% — 709 +9,778 New Q4 2025 Feb 11, 2026
ALTFEST L J & CO INC History Added to 9,744 695 0.08% 0.07% 710 +61 0.63% Q4 2025 Jan 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 9,725 694 0.01% 0.01% 711 +578 6.32% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Reduced 9,732 694 0.13% 0.01% 712 -338 -3.36% Q4 2025 Mar 04, 2026
GWN SECURITIES INC. History Reduced 9,711 693 0.14% 0.19% 713 -2,489 -20.4% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Reduced 9,709 693 0.01% 0.02% 714 -54 -0.55% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History Added to 9,697 692 0.01% 0.01% 715 +5,458 128.76% Q4 2025 Feb 11, 2026
Samalin Investment Counsel, LLC History Added to 9,651 689 0.24% 0.21% 716 +518 5.67% Q4 2025 Jan 30, 2026
Pointe Capital Management LLC History Added to 9,564 682 0.34% 0.28% 717 +1,109 13.12% Q4 2025 Feb 17, 2026
Centennial Advisors, LLC History New 9,494 677 0.88% — 718 +9,494 New Q4 2025 Jan 22, 2026
Aegis Wealth Management, Inc. History New 9,430 673 0.53% — 721 +9,430 New Q4 2025 Feb 05, 2026
Decker Retirement Planning Inc. History Added to 9,438 673 0.33% 0.32% 720 +944 11.11% Q4 2025 Jan 26, 2026
MOTIVE WEALTH ADVISORS History No change 9,437 673 0.29% 0.28% 719 0 0.0% Q4 2025 Jan 15, 2026
Bison Wealth, LLC History New 9,433 671 0.08% — 722 +9,433 New Q4 2025 Mar 24, 2026
HAZLETT, BURT & WATSON, INC. History Added to 9,395 670 0.21% 0.19% 723 +1,515 19.23% Q4 2025 Feb 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 9,330 666 0.11% — 724 +9,330 New Q4 2025 Feb 12, 2026
Montis Financial, LLC History Added to 9,303 664 0.13% 0.12% 725 +1,682 22.07% Q4 2025 Feb 11, 2026
Midwest Heritage Bank, FSB History Reduced 9,208 657 0.23% 0.23% 726 -337 -3.53% Q4 2025 Feb 04, 2026
Valeo Financial Advisors, LLC History Reduced 9,118 651 0.01% 0.01% 727 -284 -3.02% Q4 2025 Feb 04, 2026
Quotient Wealth Partners, LLC History Reduced 9,045 645 0.02% 0.02% 728 -3,941 -30.35% Q4 2025 Jan 22, 2026
Fulcrum Equity Management History Reduced 8,995 642 0.61% 0.63% 729 -166 -1.81% Q4 2025 Jan 06, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 8,998 642 0.11% 0.11% 730 0 0.0% Q4 2025 Feb 10, 2026
Lodestone Wealth Management LLC History No change 8,982 641 0.26% 0.27% 731 0 0.0% Q4 2025 Jan 15, 2026
Bryn Mawr Trust Advisors, LLC History No change 8,885 634 0.03% 0.03% 732 0 0.0% Q4 2025 Feb 04, 2026
Innova Wealth Partners History Added to 8,865 633 0.32% 0.3% 734 +570 6.87% Q4 2025 Jan 07, 2026
Vermillion & White Wealth Management Group, LLC History Added to 8,872 633 0.34% 0.34% 733 +1 0.01% Q4 2025 Feb 18, 2026
Walleye Partners, LLC History New 8,769 626 0.7% — 736 +8,769 New Q4 2025 Jan 28, 2026
Perennial Investment Advisors, LLC History Reduced 8,772 626 0.05% 0.05% 735 -792 -8.28% Q4 2025 Feb 17, 2026
Facet Wealth, Inc. History Added to 8,334 625 0.01% 0.01% 737 +3,040 57.42% Q4 2025 Jan 29, 2026
Parkway Wealth Management Group, LLC History New 8,706 621 0.08% — 738 +8,706 New Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 8,666 618 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History Reduced 8,650 617 0.03% 0.02% 740 -125 -1.42% Q4 2025 Jan 27, 2026
Essex Bank History Reduced 8,621 615 0.13% 0.13% 741 -12 -0.14% Q4 2025 Feb 02, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 8,569 611 0.07% 0.09% 742 -1,998 -18.91% Q4 2025 Feb 17, 2026
Argent Advisors, Inc. History Added to 8,500 607 0.17% 0.16% 743 +587 7.42% Q4 2025 Feb 11, 2026
Milestone Asset Management Group, LLC History Added to 8,481 605 0.34% 0.36% 744 +92 1.1% Q4 2025 Feb 03, 2026
Curi Capital, LLC History Added to 8,453 603 0.01% 0.01% 745 +547 6.92% Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Added to 8,409 600 0.03% 0.03% 746 +36 0.43% Q4 2025 Feb 05, 2026
MidWestOne Financial Group, Inc. History Reduced 8,321 594 0.07% 0.07% 747 -598 -6.7% Q4 2025 Feb 12, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 8,269 590 0.1% 0.1% 748 -360 -4.17% Q4 2025 Feb 11, 2026
Freestone Capital Holdings, LLC History Added to 8,255 589 0.02% 0.02% 749 +725 9.63% Q4 2025 Jan 23, 2026
Visionary Wealth Advisors History Added to 8,202 585 0.03% 0.03% 750 +17 0.21% Q4 2025 Feb 13, 2026
Pinnacle Bancorp, Inc. History No change 8,176 583 0.17% 0.16% 751 0 0.0% Q4 2025 Jan 22, 2026
LongView Wealth Management History Added to 7,992 582 0.14% 0.07% 752 +4,002 100.3% Q4 2025 Jan 13, 2026
BAM Wealth Management, LLC History Reduced 8,093 577 0.42% 0.46% 753 -581 -6.7% Q4 2025 Jan 20, 2026
STRATEGY ASSET MANAGERS LLC History New 8,073 576 0.09% — 754 +8,073 New Q4 2025 Feb 11, 2026
DIVERSIFIED MANAGEMENT INC History New 7,970 569 0.13% — 755 +7,970 New Q4 2025 Jan 26, 2026
Red Tortoise LLC History No change 7,966 568 0.24% 0.23% 756 0 0.0% Q4 2025 Jan 22, 2026
Harbour Capital Advisors, LLC History No change 7,859 567 0.12% 0.11% 757 0 0.0% Q4 2025 Jan 07, 2026
NBT BANK N A /NY History Added to 71 565 0.04% 0.04% 758 +3 4.41% Q4 2025 Jan 23, 2026
CLARIS ADVISORS, LLC / MO / History Added to 7,854 560 0.17% 0.17% 760 +88 1.13% Q4 2025 Jan 16, 2026
CGN Advisors LLC History Added to 7,844 560 0.04% 0.04% 759 +8 0.1% Q4 2025 Jan 05, 2026
Algorithmic Investment Models, LLC History New 7,728 551 0.68% — 761 +7,728 New Q4 2025 Feb 10, 2026
First Citizens Asset Management, Inc. History Reduced 7,700 549 0.19% 0.2% 762 -531 -6.45% Q4 2025 Feb 05, 2026
QUARRY HILL ADVISORS, LLC History Reduced 7,663 547 0.25% 0.29% 763 -631 -7.61% Q4 2025 Jan 26, 2026
Friday Financial History Added to 7,651 546 0.19% 0.09% 764 +4,647 154.69% Q4 2025 Jan 09, 2026
ORG Wealth Partners, LLC History Reduced 7,632 545 0.13% 0.11% 765 -66 -0.86% Q4 2025 Jan 14, 2026
Lloyd Advisory Services, LLC. History Added to 7,601 542 0.21% 0.22% 766 +736 10.72% Q4 2025 Feb 06, 2026
Balance Wealth, LLC History Added to 7,549 539 0.17% 0.13% 767 +1 0.01% Q4 2025 Jan 21, 2026
Cape Investment Advisory, Inc. History Added to 7,505 535 0.16% 0.48% 768 +328 4.57% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Added to 7,486 534 0.01% 0.01% 770 +20 0.27% Q4 2025 Feb 03, 2026
Palisade Asset Management, LLC History No change 7,482 534 0.05% 0.05% 769 0 0.0% Q4 2025 Feb 13, 2026
Pacific Excel Wealth Advisors, Inc. History New 7,463 533 1.01% — 771 +7,463 New Q4 2025 Feb 18, 2026
Elevation Wealth Management LLC History New 7,426 530 0.51% — 772 +7,426 New Q4 2025 Feb 12, 2026
American Trust History Reduced 7,395 528 0.04% 0.05% 773 -891 -10.75% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 7,345 524 0.03% 0.03% 774 +99 1.37% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 7,324 523 0.01% 0.01% 775 +1,332 22.23% Q4 2025 Feb 04, 2026
Michels Family Financial, LLC History Added to 7,322 522 0.38% 0.38% 776 +207 2.91% Q4 2025 Feb 19, 2026
Tranquility Partners, LLC History No change 7,293 520 0.19% 0.17% 777 0 0.0% Q4 2025 Feb 03, 2026
LANE BROTHERS & CO INC History New 7,242 517 0.37% — 778 +7,242 New Q4 2025 Mar 13, 2026
Continuum Advisory, LLC History Reduced 7,209 514 0.05% 0.06% 779 -864 -10.7% Q4 2025 Feb 11, 2026
Fortis Capital Management LLC History New 7,180 512 0.07% — 780 +7,180 New Q4 2025 Feb 13, 2026
Legacy Edge Advisors, LLC History New 7,074 505 0.06% — 781 +7,074 New Q4 2025 Feb 02, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 7,063 504 0.01% 0.01% 782 +843 13.55% Q4 2025 Feb 10, 2026
Lauterbach Financial Advisors, LLC History Reduced 7,006 500 0.24% 0.26% 783 -541 -7.17% Q4 2025 Feb 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 6,985 498 0.03% 0.03% 784 -1,815 -20.63% Q4 2025 Jan 27, 2026
NOVUS ADVISORS, LLC History Added to 6,948 496 1.11% 1.06% 785 +144 2.12% Q4 2025 Feb 13, 2026
MainStreet Investment Advisors LLC History No change 6,938 495 0.07% 0.06% 786 0 0.0% Q4 2025 Feb 10, 2026
Gilman Hill Asset Management, LLC History No change 6,904 493 0.08% 0.07% 787 0 0.0% Q4 2025 Jan 12, 2026
Bedminster, LLC History New 6,893 492 0.45% — 788 +6,893 New Q4 2025 Feb 05, 2026
Gilliland Jeter Wealth Management LLC History Added to 6,856 489 0.15% 0.13% 789 +813 13.45% Q4 2025 Jan 23, 2026
Prosperity Planning, Inc. History Reduced 6,820 487 0.13% 0.13% 790 -366 -5.09% Q4 2025 Jan 14, 2026
Aerodigm Wealth, LLC History Added to 6,823 487 0.17% 0.19% 791 +55 0.81% Q4 2025 Feb 06, 2026
Summit Financial, LLC History Reduced 6,801 485 0.01% 0.01% 793 -2,309 -25.35% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Added to 6,796 485 0.01% 0.01% 792 +103 1.54% Q4 2025 Jan 07, 2026
Fermata Advisors, LLC History Reduced 6,732 480 0.12% 0.12% 794 -27 -0.4% Q4 2025 Jan 08, 2026
Krilogy Financial LLC History Added to 6,429 477 0.02% 0.02% 795 +35 0.55% Q4 2025 Jan 27, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 6,663 475 0.12% 0.08% 796 +1,543 30.14% Q4 2025 Jan 08, 2026
Plante Moran Financial Advisors, LLC History Added to 6,647 474 0.03% 0.02% 797 +1,123 20.33% Q4 2025 Feb 05, 2026
Well Done, LLC History Added to 6,605 471 0.07% 0.07% 798 +150 2.32% Q4 2025 Jan 13, 2026
Spinnaker Investment Group, LLC History Added to 6,575 469 0.09% 0.08% 799 +172 2.69% Q4 2025 Jan 12, 2026
Hidden Cove Wealth Management, LLC History Added to 6,561 468 0.3% 0.22% 800 +1,739 36.06% Q4 2025 Feb 02, 2026