SCHWAB STRATEGIC TRUST - SCHD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 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
BANK OF AMERICA CORP /DE/ History Added to 46,945,144 1,287,705 0.09% 0.05% 1 +20,593,107 78.15% Q4 2025 Feb 17, 2026
Rakuten Investment Management, Inc. History No change 41,592,034 1,127,144 3.8% 4.01% 2 0 0.0% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 34,606,028 949,243 1.04% 1.11% 3 -409,891 -1.17% Q4 2025 Feb 17, 2026
LPL Financial LLC History Reduced 32,153,434 881,968 0.24% 0.29% 4 -4,139,914 -11.41% Q4 2025 Feb 11, 2026
SUMITOMO LIFE INSURANCE CO History No change 31,050,000 851,701 23.32% 26.32% 5 0 0.0% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 25,858,157 709,289 0.04% 0.05% 6 -1,367,596 -5.02% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 16,212,689 444,714 0.13% 0.14% 7 -1,812,868 -10.06% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 15,517,045 425,632 0.13% 0.14% 8 -905,362 -5.51% Q4 2025 Feb 18, 2026
UBS Group AG History Reduced 14,143,327 387,951 0.06% 0.06% 9 -379,333 -2.61% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 14,050,361 385,401 0.24% 0.28% 10 -1,501,774 -9.66% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Reduced 13,535,721 371,284 2.95% 4.04% 11 -14,745,621 -52.14% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Reduced 12,887,457 353,502 0.79% 0.84% 12 -281,404 -2.14% Q4 2025 Jan 30, 2026
WELLS FARGO & COMPANY/MN History Added to 10,203,553 279,883 0.05% 0.05% 13 +552,907 5.73% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Added to 10,106,223 277,213 7.75% 7.62% 14 +366,548 3.76% Q4 2025 Feb 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 10,008,633 274,536 0.37% 0.42% 15 -1,912,504 -16.04% Q4 2025 Feb 12, 2026
Cassaday & Co Wealth Management LLC History Added to 9,244,248 253,569 5.34% 3.82% 16 +3,170,728 52.21% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Reduced 9,198,155 252,327 0.37% 0.46% 17 -2,659,720 -22.43% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 8,596,926 235,911 0.05% 0.06% 18 -701,450 -7.54% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 7,995,065 219,304 0.04% — 19 +7,995,065 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 7,692,427 216,085 0.29% 0.48% 20 -3,884,043 -33.55% Q4 2025 Jan 08, 2026
CIBC WORLD MARKET INC. History Added to 7,022,759 192,634 0.31% 0.26% 21 +1,694,144 31.79% Q4 2025 Feb 10, 2026
Mariner, LLC History Reduced 6,899,443 189,251 0.23% 0.26% 22 -354,105 -4.88% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 6,369,444 174,714 0.46% 0.52% 23 -521,362 -7.57% Q4 2025 Feb 05, 2026
MML INVESTORS SERVICES, LLC History Added to 6,298,234 172,760 0.42% 0.43% 24 +345,987 5.81% Q4 2025 Feb 13, 2026
Keystone Financial Planning, Inc. History Reduced 6,037,750 165,615 48.03% 48.8% 25 -113,004 -1.84% Q4 2025 Jan 07, 2026
CWM, LLC History Added to 5,505,058 151,004 0.41% 0.44% 26 +111,563 2.07% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Reduced 5,432,741 149,020 0.22% 0.29% 27 -1,167,197 -17.68% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Reduced 5,411,808 148,445 0.16% 0.18% 28 -272,730 -4.8% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Added to 5,292,537 145,174 0.01% 0.01% 29 +675,686 14.64% Q4 2025 Feb 11, 2026
HHM Wealth Advisors, LLC History Reduced 5,018,281 137,651 16.2% 16.07% 30 -68,932 -1.36% Q4 2025 Jan 22, 2026
Creative Planning History Reduced 4,291,559 117,717 0.08% 0.09% 31 -110,336 -2.51% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 3,871,578 106,197 0.14% 0.14% 32 +36,366 0.95% Q4 2025 Feb 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 3,556,662 97,559 0.35% 0.35% 33 -112,097 -3.06% Q4 2025 Jan 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,513,200 96,367 0.01% 0.01% 34 +624,212 21.61% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Reduced 3,396,225 93,158 0.38% 0.43% 35 -49,973 -1.45% Q4 2025 Feb 13, 2026
Berger Financial Group, Inc History Added to 3,152,856 86,482 5.0% 4.99% 36 +95,645 3.13% Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,147,428 86,333 0.05% 0.05% 37 +264,868 9.19% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 2,737,782 75,097 0.31% — 38 +2,737,782 New Q4 2025 Feb 05, 2026
Valmark Advisers, Inc. History Reduced 2,627,467 72,071 0.89% 0.99% 39 -171,181 -6.12% Q4 2025 Jan 26, 2026
Cresset Asset Management, LLC History Added to 2,622,610 71,938 0.3% 0.29% 40 +151,643 6.14% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 2,550,170 69,951 0.22% 0.24% 41 -210,857 -7.64% Q4 2025 Feb 02, 2026
Bouchey Financial Group Ltd History Reduced 2,536,062 69,564 5.22% 6.51% 42 -559,812 -18.08% Q4 2025 Jan 16, 2026
Asset Advisors Investment Management, LLC History Reduced 2,534,491 69,521 6.41% 6.83% 43 -108,331 -4.1% Q4 2025 Jan 23, 2026
Charles Schwab Trust Bank History Added to 2,498,231 68,526 100.0% 100.0% 44 +480,472 23.81% Q4 2025 Feb 13, 2026
Golden Reserve Retirement LLC History Added to 2,399,550 65,819 12.15% 13.91% 45 +436,270 22.22% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 2,248,802 61,683 0.06% 0.06% 46 +27,340 1.23% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 2,246,369 61,617 0.35% 0.37% 47 +54,188 2.47% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 2,232,059 61,225 0.38% 0.38% 48 +44,509 2.03% Q4 2025 Jan 29, 2026
LVW Advisors, LLC History Reduced 2,228,967 61,140 6.2% 6.58% 49 -129,969 -5.51% Q4 2025 Jan 14, 2026
Focus Financial Network, Inc. History Reduced 2,183,630 59,896 2.09% 3.11% 50 -1,014,418 -31.72% Q4 2025 Jan 12, 2026
Baird Financial Group, Inc. History Reduced 2,115,357 58,024 0.09% 0.17% 51 -1,729,941 -44.99% Q4 2025 Feb 13, 2026
Summit Asset Management, LLC History Added to 2,036,541 55,862 7.9% 8.31% 52 +57,502 2.91% Q4 2025 Feb 09, 2026
CVA Family Office, LLC History Reduced 1,995,005 54,722 6.29% 7.62% 53 -173,351 -7.99% Q4 2025 Jan 12, 2026
Summit Financial Wealth Advisors, LLC History Reduced 1,981,994 54,366 7.78% 8.58% 54 -29,411 -1.46% Q4 2025 Jan 27, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 1,955,537 53,640 6.27% 6.65% 55 -34,712 -1.74% Q4 2025 Jan 12, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 1,888,374 51,798 1.81% 1.78% 56 -15,304 -0.8% Q4 2025 Feb 13, 2026
Spinnaker Investment Group, LLC History Added to 1,865,265 51,164 9.28% 9.46% 57 +21,877 1.19% Q4 2025 Jan 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,855,788 50,904 0.31% 0.06% 58 +1,549,082 505.07% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Reduced 1,847,216 50,669 0.56% 0.95% 59 -1,135,782 -38.08% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,789,062 50,338 0.08% 0.07% 60 +216,713 13.78% Q4 2025 Feb 18, 2026
Allied Investment Advisors, LLC History Added to 1,783,865 48,931 7.56% 7.42% 61 +75,604 4.43% Q4 2025 Feb 09, 2026
Whelan Financial History Added to 1,779,778 48,819 15.25% 15.3% 62 +11,531 0.65% Q4 2025 Feb 02, 2026
Scott Capital Advisors, LLC History Reduced 1,764,850 48,409 10.72% 11.59% 63 -118,563 -6.3% Q4 2025 Jan 12, 2026
BOKF, NA History Added to 1,756,113 48,170 0.74% 0.71% 64 +26,825 1.55% Q4 2025 Feb 03, 2026
Sarver Vrooman Wealth Advisors History Added to 1,747,762 47,941 27.34% 28.84% 65 +103,979 6.33% Q4 2025 Feb 10, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 1,725,899 47,341 16.16% 15.7% 66 +57,214 3.43% Q4 2025 Jan 05, 2026
STEPHENS INC /AR/ History Added to 1,708,508 46,864 0.58% 0.46% 67 +383,398 28.93% Q4 2025 Feb 05, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 1,699,154 46,607 5.86% 7.27% 68 -235,655 -12.18% Q4 2025 Jan 15, 2026
Main Street Financial Solutions, LLC History Reduced 1,689,595 46,345 3.47% 3.3% 69 -195,140 -10.35% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 1,674,883 45,942 0.37% 0.45% 70 +7,098 0.43% Q4 2025 Feb 17, 2026
CGC Financial Services, LLC History Added to 1,624,923 44,571 11.93% 12.01% 71 +30,202 1.89% Q4 2025 Feb 03, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 1,616,859 44,350 0.08% 0.09% 72 -82,525 -4.86% Q4 2025 Feb 17, 2026
Northwest Quadrant Wealth Management, LLC History Added to 1,614,185 44,277 9.16% 9.18% 73 +22,874 1.44% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,613,032 44,245 0.9% 1.19% 74 -303,894 -15.85% Q4 2025 Feb 09, 2026
Keudell/Morrison Wealth Management History New 1,595,818 43,773 9.2% — 75 +1,595,818 New Q4 2025 Feb 06, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 1,581,000 43,366 1.64% 1.14% 76 0 0.0% Q4 2025 Feb 04, 2026
HB Wealth Management, LLC History Added to 1,579,368 43,322 0.28% 0.28% 77 +82,207 5.49% Q4 2025 Jan 28, 2026
D. E. Shaw & Co., Inc. History Added to 1,579,109 43,314 0.02% 0.0% 78 +1,324,752 520.82% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 1,568,399 43,021 0.35% 0.21% 79 +737,892 88.85% Q4 2025 Jan 26, 2026
Focus Partners Wealth History Added to 1,568,181 42,994 0.05% 0.07% 80 +45,000 2.95% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,561,148 42,822 0.23% 0.32% 81 -474,533 -23.31% Q4 2025 Feb 12, 2026
Leelyn Smith, LLC History Added to 1,543,239 42,331 6.12% 6.04% 82 +74,407 5.07% Q4 2025 Jan 28, 2026
Beacon Pointe Advisors, LLC History Reduced 1,538,900 42,212 0.3% 0.39% 83 -129,320 -7.75% Q4 2025 Feb 18, 2026
Private Advisor Group, LLC History Reduced 1,533,988 42,077 0.2% 0.25% 84 -298,155 -16.27% Q4 2025 Feb 17, 2026
Evergreen Advisors, LLC History New 1,517,678 41,629 10.15% — 85 +1,517,678 New Q4 2025 Feb 05, 2026
PINNACLE ASSOCIATES LTD History Reduced 1,455,061 39,912 0.51% 0.53% 86 -20,925 -1.42% Q4 2025 Feb 05, 2026
Cedar Wealth Management, LLC History Reduced 1,445,198 39,641 11.86% 12.09% 87 -458 -0.03% Q4 2025 Feb 06, 2026
Noble Family Wealth, LLC History Added to 1,427,691 39,161 8.26% 8.24% 88 +58,501 4.27% Q4 2025 Jan 07, 2026
American Financial Advisors, LLC History Added to 1,412,038 38,732 5.0% 4.91% 89 +15,081 1.08% Q4 2025 Feb 03, 2026
CHOREO, LLC History Added to 1,379,427 38,141 0.49% 0.48% 90 +19,320 1.42% Q4 2025 Jan 23, 2026
CITADEL ADVISORS LLC History Added to 1,375,100 37,718 0.01% 0.01% 91 +112,794 8.94% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,349,031 37,353 0.07% 0.05% 92 +442,198 48.76% Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Reduced 1,356,938 37,220 0.27% 0.27% 93 -23,333 -1.69% Q4 2025 Feb 13, 2026
PLANNING DIRECTIONS INC History Reduced 1,344,660 36,884 18.59% 19.4% 94 -17,096 -1.26% Q4 2025 Jan 21, 2026
Janney Montgomery Scott LLC History Added to 1,313,568 36,031 0.08% 0.08% 95 +110,380 9.17% Q4 2025 Feb 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 1,307,883 35,875 0.44% 0.41% 96 -21,578 -1.62% Q4 2025 Feb 11, 2026
Curran Financial Partners, LLC History Added to 1,297,379 35,587 6.76% 6.47% 97 +99,987 8.35% Q4 2025 Jan 22, 2026
ForthRight Wealth Management, LLC History Added to 1,262,314 34,625 9.95% 9.99% 98 +3,327 0.26% Q4 2025 Jan 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 1,210,219 33,196 0.72% 0.71% 99 +5,149 0.43% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 1,200,142 32,845 0.1% 0.1% 100 +16,735 1.41% Q4 2025 Feb 10, 2026
CRA Financial Services, LLC History Reduced 1,175,074 32,232 4.22% 4.52% 101 -34,399 -2.84% Q4 2025 Jan 16, 2026
First Command Advisory Services, Inc. History Added to 1,158,286 31,771 0.22% 0.22% 102 +51,253 4.63% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Reduced 1,139,550 31,257 0.21% 0.31% 103 -403,700 -26.16% Q4 2025 Feb 17, 2026
Steele Capital Management, Inc. History Reduced 1,124,984 30,858 1.32% 1.42% 104 -49,419 -4.21% Q4 2025 Jan 27, 2026
Coastal Bridge Advisors, LLC History Added to 1,113,617 30,546 2.28% 2.17% 105 +61,820 5.88% Q4 2025 Feb 18, 2026
BLAIR WILLIAM & CO/IL History Reduced 1,093,230 29,987 0.08% 0.09% 106 -115,631 -9.57% Q4 2025 Feb 17, 2026
eCIO, Inc. History Added to 1,088,202 29,849 13.9% 9.98% 107 +108,400 11.06% Q4 2025 Jan 20, 2026
ARGENT CAPITAL MANAGEMENT LLC History New 1,086,931 29,814 0.85% — 108 +1,086,931 New Q4 2025 Jan 05, 2026
Intergy Private Wealth, LLC History Added to 1,082,362 29,689 8.96% 8.73% 109 +59,749 5.84% Q4 2025 Jan 22, 2026
Aspire Capital Advisors LLC History Added to 1,063,961 29,184 6.86% 6.96% 110 +30,146 2.92% Q4 2025 Jan 16, 2026
Souders Financial Advisors History Added to 1,061,955 29,129 3.34% 3.36% 111 +25,835 2.49% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Added to 1,052,607 28,873 0.1% 0.12% 112 +111,550 11.85% Q4 2025 Feb 18, 2026
Stratos Wealth Partners, LTD. History Added to 1,043,579 28,625 0.32% 0.33% 113 +27,812 2.74% Q4 2025 Jan 20, 2026
Walker Financial Services, Inc. History Reduced 1,037,577 28,460 10.31% 12.58% 114 -146,915 -12.4% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Added to 1,036,896 28,442 0.3% 0.28% 115 +358,353 52.81% Q4 2025 Jan 23, 2026
Ausdal Financial Partners, Inc. History Reduced 1,009,545 27,691 1.28% 1.43% 116 -69,911 -6.48% Q4 2025 Feb 13, 2026
ALBION FINANCIAL GROUP /UT History Reduced 1,008,987 27,676 1.72% 1.71% 117 -28,268 -2.73% Q4 2025 Jan 21, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 995,400 27,303 0.08% 0.08% 118 -147,400 -12.9% Q4 2025 Feb 17, 2026
Whitaker-Myers Wealth Managers, LTD. History Reduced 975,957 26,770 5.58% 6.05% 119 -40,221 -3.96% Q4 2025 Jan 22, 2026
Regal Investment Advisors LLC History Reduced 966,159 26,501 1.58% 1.78% 120 -37,686 -3.75% Q4 2025 Feb 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 957,238 26,257 0.5% 0.52% 121 +7,973 0.84% Q4 2025 Feb 12, 2026
Newman Dignan & Sheerar, Inc. History Added to 955,038 26,196 5.46% 5.43% 122 +33,253 3.61% Q4 2025 Jan 22, 2026
CENTRAL TRUST Co History Reduced 944,133 25,897 0.51% 0.58% 123 -75,589 -7.41% Q4 2025 Feb 02, 2026
Eagle Capital Management, LLC History Added to 926,878 25,424 9.25% 9.52% 124 +4,735 0.51% Q4 2025 Jan 12, 2026
Financial Insights, Inc. History Added to 909,673 24,952 8.36% 8.17% 125 +6,165 0.68% Q4 2025 Mar 31, 2026
Pathstone Holdings, LLC History New 902,359 24,751 0.1% — 126 +902,359 New Q4 2025 Feb 13, 2026
SRH ADVISORS, LLC History Reduced 882,564 24,208 6.97% 7.25% 127 -26,997 -2.97% Q4 2025 Jan 21, 2026
Capital Advantage, Inc. History Added to 876,084 24,030 3.24% 3.57% 128 +7,726 0.89% Q4 2025 Jan 07, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 872,914 23,944 8.43% 8.4% 129 -78,280 -8.23% Q4 2025 Jan 30, 2026
Apriem Advisors History Added to 868,131 23,812 2.19% 2.05% 130 +75,886 9.58% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Reduced 861,205 23,622 1.26% 1.47% 131 -93,457 -9.79% Q4 2025 Jan 20, 2026
Nadler Financial Group, Inc. History Reduced 860,902 23,614 2.2% 2.39% 132 -56,244 -6.13% Q4 2025 Jan 28, 2026
MANNING & NAPIER ADVISORS LLC History Added to 846,278 23,382 0.3% 0.25% 133 +114,629 15.67% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Reduced 850,937 23,341 0.46% 0.89% 134 -713,055 -45.59% Q4 2025 Jan 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 846,959 23,232 0.06% 0.19% 135 -1,380,502 -61.98% Q4 2025 Jan 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 838,743 23,006 0.17% 0.15% 136 +164,256 24.35% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 833,383 22,859 0.0% 0.0% 137 +227,654 37.58% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 827,982 22,716 0.03% 0.04% 138 +498 0.06% Q4 2025 Mar 09, 2026
Joule Financial, LLC History Added to 819,168 22,469 6.73% 6.57% 139 +15,284 1.9% Q4 2025 Jan 20, 2026
Sigma Planning Corp History Added to 833,241 22,438 0.62% 0.63% 140 +19,272 2.37% Q4 2025 Jan 30, 2026
LongView Wealth Management History Reduced 785,876 22,397 5.41% 5.99% 141 -24,194 -2.99% Q4 2025 Jan 13, 2026
McCarthy Asset Management, Inc. History Reduced 816,140 22,386 11.69% 14.78% 142 -27,083 -3.21% Q4 2025 Feb 03, 2026
Leo Wealth, LLC History Added to 802,763 22,018 1.6% 0.11% 143 +772,780 2577.39% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Added to 801,521 21,985 0.97% 0.8% 144 +99,911 14.24% Q4 2025 Feb 17, 2026
FINANCIAL CONSULATE, INC History Added to 794,902 21,804 2.98% 3.04% 145 +6,831 0.87% Q4 2025 Jan 22, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 791,506 21,710 16.2% 16.84% 146 +33,110 4.37% Q4 2025 Feb 10, 2026
WIT, LLC History No change 786,995 21,587 0.43% 0.49% 147 0 0.0% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 785,237 21,539 0.8% 1.27% 148 +71,962 10.09% Q4 2025 Feb 04, 2026
IFP Advisors, Inc History Added to 781,983 21,449 0.48% 0.55% 149 +6,186 0.8% Q4 2025 Feb 06, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 780,928 21,420 1.83% 1.52% 150 +398,669 104.29% Q4 2025 Feb 11, 2026
Tradition Wealth Management, LLC History Reduced 778,729 21,360 1.53% 1.59% 151 -8,918 -1.13% Q4 2025 Feb 11, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 776,322 21,294 2.14% 3.5% 152 -451,789 -36.79% Q4 2025 Jan 27, 2026
Ledyard National Bank History Added to 759,812 20,841 1.8% 1.79% 153 +26,667 3.64% Q4 2025 Jan 21, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 756,860 20,760 0.66% 0.68% 154 -12,720 -1.65% Q4 2025 Jan 30, 2026
PFG Advisors History Reduced 746,643 20,480 0.99% 0.85% 155 -10,004 -1.32% Q4 2025 Jan 27, 2026
Advisors Preferred, LLC History Added to 736,630 20,426 3.33% 2.88% 156 +27,200 3.83% Q4 2025 Feb 02, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 743,973 20,407 0.43% 0.49% 157 -53,770 -6.74% Q4 2025 Feb 05, 2026
Point72 Asset Management, L.P. History New 730,300 20,032 0.02% — 158 +730,300 New Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 730,090 20,026 0.01% 0.0% 159 +718,177 6028.52% Q4 2025 Feb 17, 2026
REGIMEN WEALTH, LLC History Added to 726,612 19,930 5.83% 5.87% 160 +2,563 0.35% Q4 2025 Feb 09, 2026
Curi Capital, LLC History Reduced 724,612 19,876 0.34% 0.38% 161 -36,494 -4.79% Q4 2025 Feb 17, 2026
Brady Martz Wealth Solutions, LLC History Reduced 722,971 19,831 3.49% 3.92% 162 -67,842 -8.58% Q4 2025 Jan 15, 2026
Prosperity Consulting Group, LLC History Reduced 710,873 19,499 0.88% 1.11% 163 -114,748 -13.9% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Reduced 692,188 19,459 0.63% 0.65% 164 -953 -0.14% Q4 2025 Feb 13, 2026
Elite Financial, Inc. History Added to 708,945 19,446 8.84% 8.69% 165 +500 0.07% Q4 2025 Feb 12, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 707,671 19,411 4.31% 4.59% 166 -25,809 -3.52% Q4 2025 Jan 13, 2026
Richardson Capital Management LLC History Reduced 706,448 19,377 9.72% 10.07% 167 -69,630 -8.97% Q4 2025 Jan 30, 2026
Legacy Edge Advisors, LLC History New 701,321 19,237 2.11% — 168 +701,321 New Q4 2025 Feb 02, 2026
DAGCO, INC. History Reduced 697,212 19,124 4.42% 4.8% 169 -1,764 -0.25% Q4 2025 Jan 08, 2026
EQUITABLE TRUST CO History Added to 696,237 19,097 0.85% 0.87% 170 +5,101 0.74% Q4 2025 Feb 02, 2026
SUMMIT WEALTH GROUP LLC / CO History New 695,654 19,081 2.53% — 171 +695,654 New Q4 2025 Feb 04, 2026
Southland Equity Partners LLC History Reduced 692,254 18,988 3.75% 3.83% 172 -663 -0.1% Q4 2025 Jan 14, 2026
OneDigital Investment Advisors LLC History Reduced 688,038 18,872 0.18% 0.21% 173 -72,153 -9.49% Q4 2025 Feb 13, 2026
Paradigm, Strategies in Wealth Management, LLC History Reduced 685,166 18,794 12.33% 12.44% 174 -26,620 -3.74% Q4 2025 Jan 22, 2026
Asset One Wealth Management LLC History New 626,380 18,791 2.57% — 175 +626,380 New Q4 2025 Feb 17, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 688,647 18,769 1.68% 2.5% 176 -206,402 -23.06% Q4 2025 Jan 30, 2026
Midwest Trust Co History Added to 684,271 18,769 0.23% 0.19% 177 +161,469 30.89% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Added to 682,965 18,733 0.38% 0.4% 178 +53,168 8.44% Q4 2025 Feb 03, 2026
Graves Light Lenhart Wealth, Inc. History Added to 672,914 18,458 1.96% 1.92% 179 +38,126 6.01% Q4 2025 Jan 09, 2026
Asset Allocation Strategies LLC History Added to 671,752 18,426 3.41% 3.56% 180 +12,537 1.9% Q4 2025 Feb 13, 2026
Global Wealth Management, LLC History Reduced 667,332 18,304 9.85% 10.16% 181 -41,524 -5.86% Q4 2025 Jan 26, 2026
Weitzel Financial Services, Inc. History Added to 657,547 18,233 7.06% 6.83% 182 +27,514 4.37% Q4 2025 Feb 03, 2026
RFG Advisory, LLC History Reduced 663,632 18,203 0.34% 0.4% 183 -41,146 -5.84% Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 661,823 18,153 0.31% 0.39% 184 -5,149 -0.77% Q4 2025 Feb 19, 2026
Advisory Services Network, LLC History Added to 661,336 18,140 0.26% 0.26% 185 +7,445 1.14% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 660,621 18,120 0.01% 0.01% 186 -87,426 -11.69% Q4 2025 Feb 13, 2026
Skyline Advisors, Inc. History Added to 655,927 17,992 6.01% 6.13% 187 +4,368 0.67% Q4 2025 Jan 12, 2026
Wealthspire Retirement, LLC History Reduced 653,686 17,930 1.09% 2.0% 188 -495,968 -43.14% Q4 2025 Feb 18, 2026
Jaffetilchin Investment Partners, LLC History Added to 652,905 17,909 1.05% 1.04% 189 +14,387 2.25% Q4 2025 Jan 15, 2026
Principle Wealth Partners LLC History Reduced 648,597 17,791 1.0% 1.14% 190 -70,579 -9.81% Q4 2025 Feb 06, 2026
Stonehearth Capital Management, LLC History Added to 646,819 17,742 6.56% 6.51% 191 +30,403 4.93% Q4 2025 Jan 13, 2026
MORTON COMMUNITY BANK History Added to 590,801 17,617 3.81% 3.54% 192 +19,317 3.38% Q4 2025 Feb 13, 2026
Powers Advisory Group, LLC History Reduced 640,562 17,570 6.62% 7.14% 193 -15,867 -2.42% Q4 2025 Jan 22, 2026
DAVENPORT & Co LLC History Added to 627,914 17,223 0.09% 0.09% 194 +38,866 6.6% Q4 2025 Jan 12, 2026
Advisory Alpha, LLC History Added to 623,081 17,091 0.47% 0.47% 195 +3,252 0.52% Q4 2025 Feb 06, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Reduced 619,658 16,997 6.01% 6.17% 196 -5,135 -0.82% Q4 2025 Jan 16, 2026
OPPENHEIMER & CO INC History Reduced 611,786 16,781 0.24% 0.21% 197 -20,232 -3.2% Q4 2025 Feb 02, 2026
Brookstone Capital Management History Reduced 611,138 16,763 0.19% 0.22% 198 -75,541 -11.0% Q4 2025 Jan 15, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 603,549 16,555 1.39% 1.38% 199 +11,050 1.86% Q4 2025 Jan 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 600,635 16,475 1.13% 1.26% 200 -14,179 -2.31% Q4 2025 Feb 02, 2026
Integrated Investment Consultants, LLC History Added to 587,348 16,110 3.16% 2.6% 201 +25,983 4.63% Q4 2025 Mar 03, 2026
JANE STREET GROUP, LLC History Reduced 586,500 16,087 0.0% 0.0% 202 -254,418 -30.25% Q4 2025 Feb 12, 2026
Prepared Retirement Institute LLC History Reduced 584,075 16,021 8.06% 8.38% 203 -5,110 -0.87% Q4 2025 Jan 29, 2026
FMR LLC History Added to 582,869 15,988 0.0% 0.0% 204 +108,172 22.79% Q4 2025 Feb 17, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Reduced 577,340 15,839 2.12% 2.23% 205 -9,253 -1.58% Q4 2025 Jan 21, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 576,328 15,808 3.41% 3.34% 206 +20,556 3.7% Q4 2025 Jan 26, 2026
Silver Coast Investments LLC History Reduced 573,260 15,724 5.42% 7.73% 207 -251,064 -30.46% Q4 2025 Jan 27, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 570,602 15,651 6.35% 5.91% 208 +50,728 9.76% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 561,938 15,413 0.27% 0.29% 209 +90,656 19.24% Q4 2025 Feb 06, 2026
Sound View Wealth Advisors Group, LLC History Added to 549,366 15,069 1.01% 0.98% 210 +28,380 5.45% Q4 2025 Jan 08, 2026
Opulen Financial Group LLC History Added to 544,113 14,925 10.87% 10.6% 211 +32,121 6.27% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 532,354 14,602 0.0% 0.0% 212 -425,291 -44.41% Q4 2025 Mar 25, 2026
Montis Financial, LLC History Added to 530,958 14,564 2.88% 3.17% 213 +27,852 5.54% Q4 2025 Feb 11, 2026
Hidden Cove Wealth Management, LLC History Reduced 530,591 14,554 9.42% 9.88% 214 -17,350 -3.17% Q4 2025 Feb 02, 2026
SCOTIA CAPITAL INC. History Reduced 524,769 14,394 0.06% 0.06% 215 -15,620 -2.89% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 523,834 14,368 0.03% 0.02% 216 +82,981 18.82% Q4 2025 Mar 16, 2026
Mayflower Financial Advisors, LLC History Added to 523,314 14,354 1.74% 1.62% 217 +51,058 10.81% Q4 2025 Jan 13, 2026
Financial Guidance Group, Inc. History Added to 522,436 14,330 5.86% 6.29% 218 +8,914 1.74% Q4 2025 Jan 26, 2026
Capital Asset Advisory Services LLC History Reduced 505,898 14,210 0.57% 0.61% 219 -9,468 -1.84% Q4 2025 Jan 09, 2026
Twin Tree Management, LP History Reduced 512,300 14,052 0.12% 0.13% 220 -603,200 -54.07% Q4 2025 Feb 11, 2026
Whitegate Investment Counselors, Inc. History Reduced 503,228 13,803 4.31% 4.66% 221 -15,467 -2.98% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Added to 499,464 13,700 0.2% 0.2% 222 +17,763 3.69% Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 498,098 13,662 2.34% 2.42% 223 -13,520 -2.64% Q4 2025 Jan 26, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 498,082 13,662 5.83% 6.0% 224 -13,272 -2.6% Q4 2025 Jan 22, 2026
Sanctuary Advisors, LLC History Reduced 497,404 13,643 0.07% 0.13% 225 -306,251 -38.11% Q4 2025 Jan 29, 2026
Mutual Advisors, LLC History Reduced 494,351 13,560 0.29% 0.31% 226 -25,424 -4.89% Q4 2025 Feb 02, 2026
Curbstone Financial Management Corp History Added to 490,186 13,445 2.57% 2.38% 227 +35,980 7.92% Q4 2025 Jan 23, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 487,419 13,369 3.91% 2.71% 228 +170,638 53.87% Q4 2025 Feb 13, 2026
Koshinski Asset Management, Inc. History Reduced 484,663 13,294 0.86% 0.96% 229 -37,915 -7.26% Q4 2025 Feb 03, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 460,502 13,216 2.97% 3.29% 230 -7,734 -1.65% Q4 2025 Feb 04, 2026
Winthrop Capital Management, LLC History Reduced 480,369 13,177 3.07% 3.19% 231 -2,670 -0.55% Q4 2025 Feb 10, 2026
Courage Miller Partners, LLC History Added to 478,290 13,119 3.95% 3.85% 232 +7,167 1.52% Q4 2025 Jan 26, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 478,235 13,117 0.01% 0.01% 233 +137,904 40.52% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 477,819 13,106 0.07% 0.08% 234 +22,813 5.01% Q4 2025 Feb 17, 2026
GSG Advisors LLC History Reduced 476,989 13,083 3.38% 3.51% 235 -5,311 -1.1% Q4 2025 Jan 08, 2026
truNorth Financial Services, Inc. History New 471,940 12,945 14.04% — 236 +471,940 New Q4 2025 Feb 17, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 471,283 12,927 2.77% 4.34% 237 +2,486 0.53% Q4 2025 Feb 12, 2026
Carnegie Investment Counsel History Added to 470,751 12,912 0.24% 0.19% 238 +105,601 28.92% Q4 2025 Jan 23, 2026
BCS Wealth Management History Added to 462,787 12,694 1.28% 1.77% 239 +175,410 61.04% Q4 2025 Jan 26, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 456,668 12,526 6.87% 6.96% 240 +10,047 2.25% Q4 2025 Jan 08, 2026
TRUE Private Wealth Advisors History Reduced 456,327 12,517 1.25% 1.29% 241 -7,045 -1.52% Q4 2025 Feb 13, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 453,950 12,451 3.94% 4.03% 242 +4,324 0.96% Q4 2025 Feb 12, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 452,880 12,422 3.46% 3.64% 243 -31,493 -6.5% Q4 2025 Jan 13, 2026
Coastwise Capital Group, LLC History Added to 451,277 12,378 6.18% 8.33% 244 +17,768 4.1% Q4 2025 Feb 12, 2026
Sunburst Financial Group, LLC History Reduced 451,228 12,377 2.5% 2.69% 245 -17,243 -3.68% Q4 2025 Jan 21, 2026
Schaeffer Financial LLC History Reduced 447,825 12,283 10.72% 14.76% 246 -148,768 -24.94% Q4 2025 Jan 30, 2026
Lighthouse Wealth Management Inc. History Reduced 447,543 12,276 8.39% 10.14% 247 -10,172 -2.22% Q4 2025 Jan 15, 2026
INTEGRITY ALLIANCE, LLC. History Added to 445,522 12,220 0.45% 0.07% 248 +393,450 755.59% Q4 2025 Feb 09, 2026
AE Wealth Management LLC History Added to 444,170 12,183 0.07% 0.05% 249 +128,220 40.58% Q4 2025 Jan 26, 2026
Kingsview Wealth Management, LLC History Reduced 441,969 12,123 0.17% 0.19% 250 -8,253 -1.83% Q4 2025 Feb 09, 2026
Dakota Wealth Management History Reduced 441,353 12,106 0.21% 0.25% 251 -21,945 -4.74% Q4 2025 Jan 13, 2026
Parallel Advisors, LLC History Reduced 439,958 12,068 0.22% 0.25% 252 -53,237 -10.79% Q4 2025 Feb 11, 2026
Fidelis Wealth Advisors LLC History New 438,784 12,035 17.45% — 253 +438,784 New Q4 2025 Feb 13, 2026
Legacy Financial Strategies, LLC History Reduced 436,844 11,982 2.12% 2.33% 254 -35,912 -7.6% Q4 2025 Jan 23, 2026
Monetary Solutions, Ltd History New 435,975 11,958 11.78% — 255 +435,975 New Q4 2025 Feb 23, 2026
EP Wealth Advisors, LLC History New 433,095 11,879 0.06% — 256 +433,095 New Q4 2025 Feb 18, 2026
Next Level Wealth Planning, LLC History Added to 430,902 11,819 6.29% 6.33% 257 +20,443 4.98% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 429,988 11,794 0.19% 0.19% 258 +88,313 25.85% Q4 2025 Mar 12, 2026
SURIENCE PRIVATE WEALTH LLC History New 428,701 11,759 12.63% — 259 +428,701 New Q4 2025 Jan 16, 2026
XML Financial, LLC History Added to 423,055 11,604 0.95% 0.94% 260 +2,241 0.53% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Added to 421,413 11,559 0.13% 0.12% 261 +23,121 5.81% Q4 2025 Feb 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 418,884 11,489 0.6% 0.72% 262 -6,962 -1.63% Q4 2025 Jan 26, 2026
Family Capital Management, Inc. History Reduced 418,109 11,468 5.09% 5.9% 263 -34,834 -7.69% Q4 2025 Jan 27, 2026
Orion Porfolio Solutions, LLC History Added to 417,751 11,458 0.08% 0.04% 264 +225,439 117.23% Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 414,837 11,378 0.23% 0.25% 265 -19,306 -4.45% Q4 2025 Feb 06, 2026
Avior Wealth Management, LLC History Reduced 411,981 11,297 0.35% 0.37% 266 -9,218 -2.19% Q4 2025 Jan 06, 2026
Savvy Advisors, Inc. History Added to 410,392 11,257 0.36% 0.39% 267 +103,193 33.59% Q4 2025 Jan 20, 2026
Bruce G. Allen Investments, LLC History Added to 409,630 11,236 7.6% 5.85% 268 +110,671 37.02% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Reduced 408,315 11,200 0.13% 0.21% 269 -32,082 -7.28% Q4 2025 Jan 29, 2026
BlueChip Wealth Advisors LLC History Added to 407,222 11,170 4.69% 4.58% 270 +14,401 3.67% Q4 2025 Feb 05, 2026
Acorn Wealth Advisors, LLC History Reduced 405,562 11,124 3.31% 3.69% 271 -25,740 -5.97% Q4 2025 Feb 10, 2026
Canvas Wealth Advisors, LLC History Reduced 405,333 11,118 1.89% 2.05% 272 -5,169 -1.26% Q4 2025 Jan 12, 2026
Atria Investments, Inc History Added to 402,093 11,029 0.13% 0.12% 273 +7,325 1.86% Q4 2025 Feb 05, 2026
Charles Schwab Trust Co History Reduced 393,610 10,796 0.71% 0.75% 274 -10,113 -2.5% Q4 2025 Jan 09, 2026
ASSETMARK, INC History Added to 391,544 10,740 0.02% 0.02% 275 +10,755 2.82% Q4 2025 Jan 23, 2026
Sequoia Financial Advisors, LLC History Reduced 389,715 10,689 0.06% 0.07% 276 -17,632 -4.33% Q4 2025 Feb 03, 2026
Midwest Financial Group LLC History Reduced 389,507 10,684 4.72% 6.8% 277 -133,129 -25.47% Q4 2025 Jan 20, 2026
Prosperitas Financial LLC History Added to 388,103 10,645 4.14% 4.14% 278 +22,553 6.17% Q4 2025 Feb 04, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Reduced 387,107 10,618 6.24% 6.31% 279 -17,053 -4.22% Q4 2025 Feb 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 386,974 10,614 3.49% 3.34% 280 +21,415 5.86% Q4 2025 Jan 27, 2026
Keystone Financial Group, Inc. History Added to 385,136 10,564 5.53% 5.51% 281 +26,903 7.51% Q4 2025 Jan 16, 2026
Yukon Wealth Management, Inc. History Reduced 339,666 10,533 6.07% 4.71% 282 -186,750 -35.48% Q4 2025 Feb 10, 2026
Baker Ellis Asset Management LLC History Reduced 383,354 10,515 1.27% 1.33% 283 -11,586 -2.93% Q4 2025 Jan 21, 2026
Clay Northam Wealth Management, LLC History Reduced 382,942 10,504 5.83% 6.06% 284 -5,780 -1.49% Q4 2025 Feb 17, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 382,443 10,490 2.6% 2.55% 285 +36,172 10.45% Q4 2025 Feb 06, 2026
Lakeshore Financial Planning, Inc. History Reduced 381,981 10,477 3.74% 3.93% 286 -6,028 -1.55% Q4 2025 Feb 17, 2026
Winthrop Advisory Group LLC History Added to 380,637 10,440 0.88% 0.86% 287 +19,488 5.4% Q4 2025 Jan 21, 2026
American Alpha Advisors, LLC History Added to 380,629 10,440 6.17% 7.1% 288 +5,038 1.34% Q4 2025 Feb 17, 2026
Fairway Financial, LLC History Added to 378,572 10,384 7.84% 7.78% 289 +16,945 4.69% Q4 2025 Feb 04, 2026
DHJJ Financial Advisors, Ltd. History Reduced 375,973 10,312 3.42% 3.56% 290 -8,129 -2.12% Q4 2025 Jan 23, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 375,537 10,300 0.64% 0.74% 291 +1,611 0.43% Q4 2025 Feb 11, 2026
Red Mountain Financial, LLC History Reduced 375,335 10,295 10.11% 10.45% 292 -1,714 -0.45% Q4 2025 Jan 26, 2026
Foster Victor Wealth Advisors, LLC History Added to 356,179 10,293 0.6% 0.03% 293 +340,396 2156.73% Q4 2025 Jan 26, 2026
Modern Wealth Management, LLC History Added to 374,530 10,273 0.19% 0.16% 294 +80,236 27.26% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 367,991 10,094 0.04% 0.04% 295 -13,502 -3.54% Q4 2025 Feb 06, 2026
COZAD ASSET MANAGEMENT INC History Reduced 367,440 10,078 0.78% 0.87% 296 -32,645 -8.16% Q4 2025 Feb 13, 2026
Madison Asset Management, LLC History No change 365,292 10,019 0.12% 0.11% 297 0 0.0% Q4 2025 Feb 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 363,040 9,958 0.12% 0.14% 298 -37,226 -9.3% Q4 2025 Jan 29, 2026
Redhawk Wealth Advisors, Inc. History Reduced 362,691 9,948 1.12% 1.17% 299 -5,827 -1.58% Q4 2025 Jan 14, 2026
Bell Investment Advisors, Inc History Added to 361,691 9,921 1.57% 1.57% 300 +10,615 3.02% Q4 2025 Feb 24, 2026
Integrated Wealth Concepts LLC History Reduced 359,822 9,869 0.12% 0.21% 301 -504,559 -58.37% Q4 2025 Feb 13, 2026
Latko Wealth Management, Ltd. History Reduced 358,922 9,845 4.82% 6.35% 302 -100,214 -21.83% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 357,170 9,797 0.13% 0.13% 303 +5,834 1.66% Q4 2025 Jan 30, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 353,931 9,708 2.33% 2.4% 304 -2,588 -0.73% Q4 2025 Feb 02, 2026
Mission Hills Financial Advisory, LLC History Added to 352,317 9,664 5.1% 4.83% 305 +19,072 5.72% Q4 2025 Feb 02, 2026
Platform Technology Partners History Added to 350,652 9,618 2.05% 2.11% 306 +27,926 8.65% Q4 2025 Feb 13, 2026
Joseph Group Capital Management History Added to 350,536 9,615 2.53% 2.61% 307 +11,794 3.48% Q4 2025 Jan 30, 2026
Asset Allocation & Management Company, LLC History Added to 349,963 9,599 3.82% 3.8% 308 +20,336 6.17% Q4 2025 Jan 12, 2026
Orgel Wealth Management, LLC History Reduced 349,405 9,584 0.21% 0.25% 309 -46,308 -11.7% Q4 2025 Jan 07, 2026
Meridian Financial Advisors, LLC History Reduced 349,101 9,575 5.21% 5.58% 310 -13,693 -3.77% Q4 2025 Jan 23, 2026
Dynamic Advisor Solutions LLC History Added to 346,845 9,513 0.31% 0.27% 311 +3,728 1.09% Q4 2025 Jan 09, 2026
Arkadios Wealth Advisors History Added to 343,793 9,430 0.18% 0.21% 312 +23,158 7.22% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 343,149 9,412 1.03% 0.95% 313 +38,195 12.52% Q4 2025 Feb 18, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 342,376 9,391 0.39% 0.45% 314 -52,403 -13.27% Q4 2025 Feb 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 337,500 9,257 0.0% 0.0% 315 +337,404 351462.5% Q4 2025 Feb 10, 2026
FRG Family Wealth Advisors LLC History Reduced 334,028 9,162 1.42% 1.53% 316 -14,478 -4.15% Q4 2025 Jan 21, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 330,394 9,128 0.62% 0.65% 317 +14,612 4.63% Q4 2025 Jan 15, 2026
Compass Wealth Management, LLC/GA History Reduced 328,224 9,003 3.71% 4.49% 318 -43,501 -11.7% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Reduced 328,170 9,001 0.71% 0.84% 319 -38,628 -10.53% Q4 2025 Feb 04, 2026
HBW ADVISORY SERVICES LLC History Reduced 328,036 8,998 0.98% 1.04% 320 -9,821 -2.91% Q4 2025 Jan 23, 2026
Mayfair Advisory Group, LLC History Reduced 324,317 8,993 3.49% 4.09% 321 -25,354 -7.25% Q4 2025 Jan 21, 2026
Fiduciary Alliance LLC History Reduced 327,173 8,974 0.59% 0.6% 322 -1,644 -0.5% Q4 2025 Jan 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 326,653 8,960 0.22% 0.31% 323 -111,818 -25.5% Q4 2025 Feb 09, 2026
Friday Financial History Added to 325,574 8,930 3.15% 3.14% 324 +51,278 18.69% Q4 2025 Jan 09, 2026
MBA Advisors LLC History Added to 325,460 8,927 3.6% 3.62% 325 +14,740 4.74% Q4 2025 Jan 21, 2026
Juno Financial Group LLC History New 323,802 8,881 3.56% — 326 +323,802 New Q4 2025 Jan 28, 2026
Duncan Williams Asset Management, LLC History Reduced 285,319 8,847 2.2% 3.58% 327 -180,791 -38.79% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History Reduced 322,291 8,840 0.17% 0.24% 328 -145,570 -31.11% Q4 2025 Feb 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 322,117 8,835 0.43% 0.47% 329 +39,996 14.18% Q4 2025 Jan 28, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 320,603 8,794 2.51% 3.6% 330 -106,061 -24.86% Q4 2025 Feb 11, 2026
Purpose Unlimited Inc. History New 320,000 8,777 0.4% — 331 +320,000 New Q4 2025 Mar 20, 2026
Robbins Farley History Added to 319,061 8,751 3.97% 3.48% 332 +12,084 3.94% Q4 2025 Jan 23, 2026
YHB Investment Advisors, Inc. History Reduced 318,815 8,745 0.6% 0.64% 333 -2,344 -0.73% Q4 2025 Jan 16, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 316,421 8,679 5.86% 5.46% 334 +15,496 5.15% Q4 2025 Feb 04, 2026
Johnson & White Wealth Management, LLC History Added to 314,558 8,628 3.75% 3.86% 335 +5,738 1.86% Q4 2025 Feb 05, 2026
STEVENS CAPITAL PARTNERS History Added to 313,559 8,600 2.25% 2.35% 336 +25,284 8.77% Q4 2025 Jan 27, 2026
MCF Advisors LLC History Added to 313,299 8,593 0.47% 0.06% 337 +279,941 839.2% Q4 2025 Feb 11, 2026
New Insight Wealth Advisors History Reduced 312,677 8,576 3.06% 4.05% 338 -82,122 -20.8% Q4 2025 Feb 17, 2026
MSH Capital Advisors LLC History Added to 312,579 8,574 1.83% 2.19% 339 +13,474 4.5% Q4 2025 Feb 09, 2026
Annex Advisory Services, LLC History Added to 312,387 8,568 0.16% 0.01% 340 +302,535 3070.8% Q4 2025 Jan 26, 2026
Diversified Enterprises, LLC History Reduced 309,260 8,483 0.5% 0.62% 342 -28,767 -8.51% Q4 2025 Jan 28, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Added to 309,278 8,483 4.92% 4.72% 341 +9,679 3.23% Q4 2025 Jan 07, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 306,885 8,417 1.17% 1.57% 343 -63,700 -17.19% Q4 2025 Jan 23, 2026
PENNEY FINANCIAL, LLC History Added to 306,674 8,412 3.25% 3.74% 344 +439 0.14% Q4 2025 Jan 21, 2026
IFG Advisory, LLC History Added to 306,423 8,405 0.37% 0.28% 345 +77,939 34.11% Q4 2025 Feb 10, 2026
Drucker Wealth 3.0, LLC History Reduced 305,036 8,367 1.47% 1.59% 346 -21,489 -6.58% Q4 2025 Feb 03, 2026
MADDEN SECURITIES Corp History Reduced 304,920 8,363 2.55% 2.58% 347 -4,540 -1.47% Q4 2025 Feb 04, 2026
PITTENGER & ANDERSON INC History Reduced 304,340 8,348 0.32% 0.33% 348 -20,663 -6.36% Q4 2025 Feb 02, 2026
M&T BANK CORP History Added to 304,250 8,345 0.03% 0.01% 349 +166,546 120.94% Q4 2025 Jan 30, 2026
Mesirow Financial Investment Management, Inc. History Reduced 304,087 8,341 0.17% 0.23% 350 -159,194 -34.36% Q4 2025 Feb 05, 2026
DMKC Advisory Services, LLC History Added to 302,599 8,300 3.64% 3.04% 351 +82,919 37.75% Q4 2025 Jan 30, 2026
Coquina Private Wealth LLC History New 302,276 8,291 6.65% — 352 +302,276 New Q4 2025 Jan 29, 2026
Karras Company, Inc. History New 301,607 8,273 8.07% — 353 +301,607 New Q4 2025 Feb 06, 2026
Avant Capital LLC History Reduced 300,914 8,254 5.67% 5.97% 354 -9,981 -3.21% Q4 2025 Feb 13, 2026
Appalachian Capital Management Ltd History New 299,378 8,211 6.58% — 355 +299,378 New Q4 2025 Feb 17, 2026
FourThought Financial Partners, LLC History Added to 298,361 8,184 0.69% 0.16% 356 +232,934 356.02% Q4 2025 Feb 06, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 298,000 8,174 0.0% 0.0% 357 +86,400 40.83% Q4 2025 Jan 23, 2026
Kure Advisory, LLC History Added to 297,636 8,164 4.57% 4.68% 358 +19,818 7.13% Q4 2025 Jan 08, 2026
Livet Wealth, LLC History New 294,428 8,076 4.97% — 359 +294,428 New Q4 2025 Feb 13, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 291,786 8,018 6.76% — 360 +291,786 New Q4 2025 Jan 20, 2026
Marble Wealth, LLC History New 292,173 8,014 1.11% — 361 +292,173 New Q4 2025 Feb 10, 2026
Navalign, LLC History Added to 290,702 7,973 1.96% 1.96% 362 +18,127 6.65% Q4 2025 Feb 05, 2026
Belpointe Asset Management LLC History Added to 290,552 7,969 0.29% 0.28% 363 +21,367 7.94% Q4 2025 Jan 27, 2026
Compound Planning, Inc. History Added to 289,463 7,939 0.23% 0.25% 364 +1,095 0.38% Q4 2025 Feb 19, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 316,430 7,910 3.11% 3.76% 365 -29,361 -8.49% Q4 2025 Jan 30, 2026
Blue Barn Wealth, LLC History Reduced 288,349 7,909 11.52% 6.41% 366 -246,430 -46.08% Q4 2025 Feb 10, 2026
Hudock, Inc. History Reduced 288,219 7,905 1.16% 1.46% 367 -64,126 -18.2% Q4 2025 Feb 12, 2026
Curtis Advisory Group, LLC History Reduced 288,013 7,900 1.66% 1.83% 368 -7,899 -2.67% Q4 2025 Jan 23, 2026
LaSalle St. Investment Advisors, LLC History Added to 285,665 7,835 1.26% 1.22% 369 +36,025 14.43% Q4 2025 Feb 17, 2026
Sage Financial Management Group, Inc. History Reduced 285,427 7,829 2.39% 2.58% 370 -10,952 -3.7% Q4 2025 Feb 05, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Reduced 285,269 7,824 1.05% 1.42% 371 -38,670 -11.94% Q4 2025 Feb 17, 2026
Guardian Financial Partners, LLC History Reduced 283,878 7,786 3.28% 3.48% 372 -18,093 -5.99% Q4 2025 Jan 14, 2026
Northeast Financial Group, Inc. History Added to 283,676 7,782 1.76% 1.83% 373 +14,069 5.22% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 283,259 7,769 0.63% 0.62% 374 +23,950 9.24% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 281,622 7,725 0.06% — 375 +281,622 New Q4 2025 Feb 18, 2026
HBK Sorce Advisory LLC History Added to 244,681 7,700 0.18% 0.15% 376 +19,624 8.72% Q4 2025 Feb 09, 2026
SevenBridge Financial Group, LLC History Reduced 262,910 7,671 1.23% 1.24% 377 -14,798 -5.33% Q4 2025 Feb 02, 2026
ORG Partners LLC History Reduced 279,654 7,670 1.35% 1.4% 378 -925 -0.33% Q4 2025 Jan 14, 2026
IEQ CAPITAL, LLC History Reduced 279,597 7,669 0.02% 0.02% 379 -1,365 -0.49% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History New 278,597 7,641 0.02% — 380 +278,597 New Q4 2025 Feb 12, 2026
COLUMBIA ADVISORY PARTNERS LLC History Reduced 277,356 7,607 5.18% 6.76% 381 -80,789 -22.56% Q4 2025 Jan 22, 2026
Davis Capital Management History Reduced 276,544 7,585 5.22% 5.38% 382 -7,742 -2.72% Q4 2025 Jan 28, 2026
Stratos Wealth Advisors, LLC History Added to 276,133 7,574 0.37% 0.32% 383 +29,408 11.92% Q4 2025 Jan 20, 2026
NBT BANK N A /NY History Added to 273,772 7,518 0.49% 0.49% 384 +555 0.2% Q4 2025 Jan 23, 2026
DT Investment Partners, LLC History Reduced 270,515 7,420 0.61% 0.65% 385 -9,515 -3.4% Q4 2025 Feb 10, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 269,617 7,395 2.12% 2.27% 386 -6,575 -2.38% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 269,420 7,390 0.19% 0.2% 387 +3,543 1.33% Q4 2025 Jan 23, 2026
Investors Research Corp History Added to 267,435 7,335 1.34% 1.29% 388 +12,861 5.05% Q4 2025 Jan 06, 2026
Clearstead Advisors, LLC History Reduced 266,862 7,320 0.09% 0.11% 389 -42,940 -13.86% Q4 2025 Feb 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 265,768 7,290 0.24% 0.27% 391 -18,085 -6.37% Q4 2025 Feb 13, 2026
PINKERTON WEALTH, LLC History Reduced 265,780 7,290 0.75% 0.78% 390 -1,612 -0.6% Q4 2025 Feb 06, 2026
Econ Financial Services Corp History New 264,057 7,243 3.63% — 392 +264,057 New Q4 2025 Jan 15, 2026
Crescent Sterling, Ltd. History Added to 263,398 7,225 7.41% 7.2% 393 +12,639 5.04% Q4 2025 Jan 07, 2026
Phil A. Younker & Associates, Ltd. History Added to 263,047 7,215 5.03% 5.49% 394 +383 0.15% Q4 2025 Jan 27, 2026
Womack Financial LLC History Reduced 262,792 7,208 5.32% 5.64% 395 -9,402 -3.45% Q4 2025 Feb 10, 2026
NCM Capital Management, LLC History Added to 262,623 7,203 2.67% 2.72% 396 +5,597 2.18% Q4 2025 Mar 02, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 262,479 7,199 2.25% 2.56% 397 -35,588 -11.94% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History Reduced 262,405 7,197 0.48% 0.92% 398 -226,991 -46.38% Q4 2025 Feb 20, 2026
Per Stirling Capital Management, LLC. History Reduced 260,283 7,139 0.8% 0.86% 399 -2,127 -0.81% Q4 2025 Feb 17, 2026
Old Port Advisors History Added to 259,568 7,119 1.75% 1.74% 400 +5,915 2.33% Q4 2025 Jan 08, 2026
SCS Capital Management LLC History Reduced 259,350 7,113 0.08% 0.08% 401 -6,613 -2.49% Q4 2025 Feb 10, 2026
Arrowroot Family Office, LLC History Reduced 258,447 7,089 2.58% 2.85% 402 -3,238 -1.24% Q4 2025 Feb 11, 2026
Tudor Financial Inc. History Added to 258,144 7,080 3.62% 3.64% 403 +7,116 2.83% Q4 2025 Feb 13, 2026
Centric Wealth Management History Added to 235,797 7,073 1.49% 1.37% 404 +5,357 2.32% Q4 2025 Feb 04, 2026
New England Private Wealth Advisors LLC History Reduced 257,601 7,065 0.88% 1.09% 405 -45,902 -15.12% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 253,943 7,016 0.27% 0.34% 406 +52,802 26.25% Q4 2025 Feb 13, 2026
Goldstone Financial Group, LLC History Added to 255,581 7,010 0.78% 0.75% 407 +24,018 10.37% Q4 2025 Feb 13, 2026
Trek Financial, LLC History Added to 255,443 7,006 0.41% 0.37% 408 +26,527 11.59% Q4 2025 Feb 04, 2026
Chicago Partners Investment Group LLC History Added to 239,861 6,989 0.17% 0.17% 409 +378 0.16% Q4 2025 Jan 28, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 253,201 6,945 3.33% 3.35% 410 +1,908 0.76% Q4 2025 Jan 21, 2026
Compass Financial Group, Inc. (Ohio) History New 252,519 6,926 5.07% — 411 +252,519 New Q4 2025 Mar 04, 2026
Burns Matteson Capital Management, LLC History Reduced 252,456 6,924 2.43% 2.74% 412 -1,367 -0.54% Q4 2025 Jan 15, 2026
Kellett Wealth Advisors, LLC History Added to 251,806 6,907 3.95% 3.45% 413 +42,162 20.11% Q4 2025 Jan 23, 2026
Financial Partners Group, Inc History Reduced 231,428 6,901 0.8% 0.88% 414 -28,073 -10.82% Q4 2025 Feb 03, 2026
Yelin Lapidot Holdings Management Ltd. History No change 251,541 6,899 1.38% 1.44% 415 0 0.0% Q4 2025 Feb 05, 2026
Michels Family Financial, LLC History Added to 250,692 6,876 5.05% 5.0% 416 +15,539 6.61% Q4 2025 Feb 19, 2026
Plancorp, LLC History Reduced 250,456 6,869 0.21% 0.23% 417 -15,694 -5.9% Q4 2025 Feb 05, 2026
IMA Advisory Services, Inc. History Reduced 250,392 6,868 0.66% 1.72% 418 -373,999 -59.9% Q4 2025 Feb 11, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 250,116 6,860 0.22% 0.22% 419 +296 0.12% Q4 2025 Jan 14, 2026
NWAM LLC History Added to 236,665 6,823 0.38% 0.34% 420 +5,834 2.53% Q4 2025 Feb 04, 2026
Intrua Financial, LLC History Added to 248,518 6,816 0.72% 0.55% 421 +63,516 34.33% Q4 2025 Feb 05, 2026
Continuum Advisory, LLC History Reduced 248,206 6,808 0.68% 0.77% 422 -18,368 -6.89% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 246,400 6,758 0.01% 0.01% 423 -33,543 -11.98% Q4 2025 Feb 13, 2026
TruWealth Advisors, LLC History Reduced 245,401 6,757 0.33% 0.36% 424 -18,199 -6.9% Q4 2025 Jan 07, 2026
JNBA Financial Advisors History Reduced 246,152 6,751 0.59% 0.71% 425 -41,890 -14.54% Q4 2025 Jan 26, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 245,683 6,739 0.74% 0.79% 426 -8,485 -3.34% Q4 2025 Jan 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 242,594 6,654 0.42% 0.45% 427 -8,980 -3.57% Q4 2025 Jan 23, 2026
Visionary Wealth Advisors History Reduced 241,638 6,628 0.3% 0.31% 428 -3,066 -1.25% Q4 2025 Feb 13, 2026
Cornerstone Planning Group LLC History Added to 225,867 6,617 1.03% 0.0% 429 +225,135 30756.15% Q4 2025 Feb 02, 2026
Canal Capital Management, LLC History New 241,124 6,614 0.94% — 430 +241,124 New Q4 2025 Jan 06, 2026
NORTHERN TRUST CORP History Reduced 240,365 6,593 0.0% 0.0% 431 -23,446 -8.89% Q4 2025 Feb 17, 2026
CapWealth Advisors, LLC History Reduced 238,062 6,530 0.45% 0.46% 432 -8,192 -3.33% Q4 2025 Feb 06, 2026
Fifth Third Wealth Advisors LLC History Added to 237,945 6,526 0.23% 0.22% 433 +19,718 9.04% Q4 2025 Jan 15, 2026
High Net Worth Advisory Group LLC History Added to 237,862 6,524 1.5% 1.56% 434 +19 0.01% Q4 2025 Jan 23, 2026
Goepper Burkhardt LLC History Reduced 236,868 6,497 2.12% 3.54% 435 -143,335 -37.7% Q4 2025 Feb 09, 2026
St. Johns Investment Management Company, LLC History Added to 235,650 6,463 2.7% 2.58% 436 +13,415 6.04% Q4 2025 Jan 29, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 235,100 6,448 0.38% 0.75% 437 -170,856 -42.09% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 234,331 6,427 0.01% 0.01% 438 +656 0.28% Q4 2025 Feb 12, 2026
Asset Advisory Group, Inc. History New 233,864 6,414 3.2% — 439 +233,864 New Q4 2025 Feb 12, 2026
Family Investment Center, Inc. History Reduced 232,137 6,367 1.29% 1.43% 440 -20,273 -8.03% Q4 2025 Jan 23, 2026
BEACON ADVISORS HOLDINGS, LLC History New 229,827 6,304 3.32% — 441 +229,827 New Q4 2025 Feb 27, 2026
MFA Wealth Services History Reduced 228,026 6,254 4.23% 4.33% 442 -1,579 -0.69% Q4 2025 Jan 15, 2026
BROWN ADVISORY INC History Added to 227,544 6,241 0.01% 0.01% 443 +517 0.23% Q4 2025 Feb 13, 2026
Adams Asset Advisors, LLC History Reduced 227,090 6,229 0.82% 0.82% 444 -4,499 -1.94% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Reduced 224,835 6,167 0.36% 0.35% 445 -73,064 -24.53% Q4 2025 Jan 30, 2026
USAdvisors Wealth Management, LLC History Added to 224,641 6,161 2.03% 2.09% 446 +2,414 1.09% Q4 2025 Feb 05, 2026
ROVIN CAPITAL /UT/ /ADV History Reduced 222,178 6,094 1.62% 1.66% 447 -4,413 -1.95% Q4 2025 Feb 09, 2026
Uniting Wealth Partners, LLC History Added to 222,016 6,089 1.87% 1.38% 448 +8,076 3.77% Q4 2025 Feb 13, 2026
MRWM Advisors, LLC History Reduced 221,348 6,071 3.26% 4.51% 449 -69,160 -23.81% Q4 2025 Jan 26, 2026
Barry Investment Advisors, LLC History Reduced 220,803 6,056 1.35% 1.42% 450 -4,920 -2.18% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Added to 220,217 6,040 0.09% 0.08% 451 +20,220 10.11% Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 219,951 6,033 0.08% 0.04% 452 +102,720 87.62% Q4 2025 Feb 10, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 210,756 6,031 0.28% 0.32% 453 +695 0.33% Q4 2025 Feb 03, 2026
Texas Yale Capital Corp. History Added to 218,937 6,005 0.18% 0.18% 454 +13,163 6.4% Q4 2025 Feb 10, 2026
Global Strategic Investment Solutions, LLC History No change 218,814 6,002 0.59% 0.6% 455 0 0.0% Q4 2025 Jan 29, 2026
WMS Group LLC History New 217,410 5,963 7.58% — 456 +217,410 New Q4 2025 Mar 03, 2026
Allen Capital Group, LLC History Added to 216,355 5,934 0.54% 0.49% 457 +24,074 12.52% Q4 2025 Feb 09, 2026
Talisman Wealth Advisors LLC History Added to 215,520 5,918 4.6% 4.77% 458 +4,532 2.15% Q4 2025 Feb 20, 2026
Alliance Wealth Management Group History Reduced 214,553 5,885 1.29% 1.3% 459 -267 -0.12% Q4 2025 Jan 21, 2026
Towercrest Capital Management History Reduced 214,553 5,885 0.93% 0.94% 460 -267 -0.12% Q4 2025 Jan 21, 2026
SHERMAN PORFOLIOS, LLC History New 214,000 5,870 0.4% — 461 +214,000 New Q4 2025 Feb 17, 2026
Dorato Capital Management History New 201,969 5,865 4.4% — 462 +201,969 New Q4 2025 Jan 16, 2026
SMITH, MOORE & CO. History Reduced 213,662 5,860 0.44% 0.59% 463 -68,685 -24.33% Q4 2025 Jan 23, 2026
FIDUCIARY TRUST CO History Reduced 213,488 5,855 0.07% 0.07% 464 -22,893 -9.68% Q4 2025 Feb 13, 2026
BEACON FINANCIAL PLANNING, INC History Added to 213,475 5,855 2.82% 2.94% 465 +5,441 2.62% Q4 2025 Jan 22, 2026
Certified Advisory Corp History Reduced 213,140 5,846 0.53% 0.61% 466 -20,754 -8.87% Q4 2025 Jan 12, 2026
CoreCap Advisors, LLC History Reduced 212,388 5,825 0.2% 0.24% 467 -30,707 -12.63% Q4 2025 Jan 13, 2026
Moran Wealth Management, LLC History Added to 211,835 5,810 0.18% 0.15% 468 +33,837 19.01% Q4 2025 Jan 26, 2026
Excelsior Advisor Network LLC History New 211,583 5,803 2.82% — 469 +211,583 New Q4 2025 Feb 13, 2026
Andrews Advisory Associates, LLC History New 210,961 5,786 3.08% — 470 +210,961 New Q4 2025 Feb 18, 2026
Milestone Investment Advisors LLC History Reduced 210,871 5,784 1.4% 1.48% 471 -6,786 -3.12% Q4 2025 Feb 11, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 210,749 5,780 0.85% — 472 +210,749 New Q4 2025 Feb 13, 2026
FIRST MERCHANTS CORP History Reduced 210,080 5,762 0.21% 0.26% 473 -40,962 -16.32% Q4 2025 Jan 12, 2026
United Bank History Added to 210,092 5,762 1.95% 1.92% 474 +7,544 3.72% Q4 2025 Feb 05, 2026
Insight Advisors, LLC/ PA History Reduced 209,513 5,746 0.87% 0.88% 475 -2,634 -1.24% Q4 2025 Feb 11, 2026
AlphaCore Capital LLC History Added to 209,097 5,735 0.13% 0.11% 476 +91,569 77.91% Q4 2025 Feb 05, 2026
Premier Private Wealth Management LLC History New 190,874 5,726 5.93% — 477 +190,874 New Q4 2025 Feb 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 208,666 5,723 0.27% 0.24% 478 +9,015 4.52% Q4 2025 Jan 21, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 206,758 5,671 0.82% 0.8% 479 +7,020 3.51% Q4 2025 Feb 06, 2026
PRINCIPAL SECURITIES, INC. History Added to 206,537 5,665 0.09% 0.09% 480 +1,573 0.77% Q4 2025 Feb 12, 2026
Legacy Advisors, LLC History Added to 205,284 5,630 0.6% 0.69% 481 +753 0.37% Q4 2025 Jan 27, 2026
Holos Integrated Wealth LLC History Added to 202,169 5,606 3.13% 2.41% 482 +48,067 31.19% Q4 2025 Jan 05, 2026
IHT Wealth Management, LLC History Reduced 201,441 5,525 0.13% 0.22% 483 -124,048 -38.11% Q4 2025 Feb 17, 2026
Sendero Wealth Management, LLC History Reduced 200,578 5,501 0.61% 0.69% 484 -16,548 -7.62% Q4 2025 Jan 13, 2026
Bensler, LLC History Reduced 198,172 5,435 0.54% 0.6% 485 -13,471 -6.36% Q4 2025 Feb 04, 2026
Legacy Private Trust Co. History Reduced 198,129 5,434 0.32% 0.32% 486 -892 -0.45% Q4 2025 Jan 08, 2026
Red Door Wealth Management, LLC History Reduced 197,654 5,421 0.56% 0.59% 487 -7,152 -3.49% Q4 2025 Jan 20, 2026
Merkkuri Wealth Advisors LLC History Reduced 197,078 5,405 3.68% 6.66% 488 -139,258 -41.4% Q4 2025 Jan 29, 2026
Alpha Omega Wealth Management LLC History Added to 195,264 5,356 0.89% 0.88% 489 +2,005 1.04% Q4 2025 Jan 22, 2026
PCA Investment Advisory Services Inc. History Reduced 195,148 5,352 1.87% 2.2% 490 -22,454 -10.32% Q4 2025 Feb 10, 2026
Exeter Financial, LLC History Added to 195,085 5,351 2.28% 2.16% 491 +11,573 6.31% Q4 2025 Jan 07, 2026
WealthPLAN Partners, LLC History Reduced 193,573 5,309 0.79% 0.87% 492 -19,159 -9.01% Q4 2025 Feb 12, 2026
CHANNEL WEALTH LLC History Reduced 191,481 5,252 1.33% 2.81% 493 -193,884 -50.31% Q4 2025 Feb 03, 2026
Eagle Strategies LLC History Added to 190,844 5,234 0.67% 0.69% 494 +3,219 1.72% Q4 2025 Jan 23, 2026
PFG Investments, LLC History Added to 189,143 5,188 0.24% 0.26% 495 +7,682 4.23% Q4 2025 Jan 26, 2026
Hofer & Associates. Inc History Added to 188,626 5,174 2.74% 2.84% 496 +6,744 3.71% Q4 2025 Jan 15, 2026
Spire Wealth Management History Added to 188,076 5,158 0.17% 0.17% 497 +2,282 1.23% Q4 2025 Jan 14, 2026
Seek First Inc. History Reduced 187,947 5,155 3.55% 3.82% 498 -6,716 -3.45% Q4 2025 Jan 30, 2026
White Lighthouse Investment Management Inc. History Added to 187,668 5,147 0.72% 0.51% 499 +64,483 52.35% Q4 2025 Feb 09, 2026
WEDBUSH SECURITIES INC History Added to 186,559 5,117 0.15% 0.16% 500 +3,186 1.74% Q4 2025 Feb 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 186,419 5,113 0.3% 0.36% 501 -27,321 -12.78% Q4 2025 Feb 10, 2026
Apollon Wealth Management, LLC History Reduced 186,404 5,113 0.09% 0.09% 502 -4,054 -2.13% Q4 2025 Jan 22, 2026
Quantinno Capital Management LP History Added to 185,480 5,087 0.01% 0.01% 503 +16,393 9.7% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 184,903 5,076 0.15% — 504 +184,903 New Q4 2025 Feb 13, 2026
Global Financial Private Client, LLC History Reduced 185,012 5,074 1.78% 1.94% 505 -14,486 -7.26% Q4 2025 Jan 27, 2026
CreativeOne Wealth, LLC History Reduced 183,510 5,033 0.12% 0.12% 506 -2,667 -1.43% Q4 2025 Feb 13, 2026
Smithfield Trust Co History Reduced 182,941 5,019 0.22% 0.23% 507 -4,031 -2.16% Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History Added to 182,953 5,018 0.0% 0.01% 508 +4,587 2.57% Q4 2025 Feb 13, 2026
D.B. Root & Company, LLC History Reduced 180,430 4,949 1.21% 1.44% 509 -26,845 -12.95% Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History Added to 179,854 4,933 1.52% 0.12% 510 +175,406 3943.48% Q4 2025 Feb 17, 2026
WEALTHSPAN PARTNERS, LLC History Added to 179,033 4,910 1.78% 1.36% 511 +48,538 37.2% Q4 2025 Jan 27, 2026
HC Advisors, LLC History Added to 178,715 4,902 3.39% 3.42% 512 +258 0.14% Q4 2025 Feb 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 177,838 4,878 0.04% 0.04% 513 +5,386 3.12% Q4 2025 Feb 13, 2026
FAGAN ASSOCIATES, INC. History Added to 177,446 4,867 0.65% 0.66% 514 +1,949 1.11% Q4 2025 Jan 30, 2026
Onyx Bridge Wealth Group LLC History Reduced 176,749 4,848 0.52% 1.6% 515 -363,277 -67.27% Q4 2025 Feb 18, 2026
J. Mark Nickell & Co. History New 176,069 4,829 4.46% — 516 +176,069 New Q4 2025 Feb 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 175,888 4,824 0.77% 0.94% 517 -19,979 -10.2% Q4 2025 Jan 22, 2026
Joseph P. Lucia & Associates, LLC History Added to 174,673 4,791 1.73% 1.71% 518 +9,051 5.46% Q4 2025 Jan 28, 2026
Guild Investment Management, Inc. History Added to 174,170 4,777 3.54% 3.46% 519 +14,505 9.08% Q4 2025 Jan 21, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 173,859 4,768 3.64% 3.43% 520 +16,368 10.39% Q4 2025 Feb 17, 2026
Berkeley, Inc History Reduced 172,905 4,742 1.51% 1.54% 521 -2,383 -1.36% Q4 2025 Jan 26, 2026
TrueWealth Advisors, LLC History Reduced 171,894 4,715 1.22% 1.41% 522 -19,547 -10.21% Q4 2025 Jan 07, 2026
JT Stratford LLC History Reduced 171,752 4,711 0.6% 0.65% 523 -5,442 -3.07% Q4 2025 Feb 12, 2026
RETIREMENT PLANNING GROUP, LLC / NY History Added to 171,629 4,707 3.21% 2.24% 524 +62,066 56.65% Q4 2025 Feb 02, 2026
Avidian Wealth Enterprises, LLC History Reduced 170,364 4,673 0.17% 0.18% 525 -6,064 -3.44% Q4 2025 Feb 02, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 169,910 4,660 0.01% — 526 +169,910 New Q4 2025 Feb 17, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 169,879 4,659 0.15% 0.16% 527 -17,327 -9.26% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Reduced 169,768 4,656 0.08% 0.1% 528 -12,492 -6.85% Q4 2025 Jan 16, 2026
FLC Capital Advisors History Reduced 169,562 4,651 0.86% 0.91% 529 -3,462 -2.0% Q4 2025 Feb 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 169,110 4,638 0.06% 0.05% 530 +9,165 5.73% Q4 2025 Feb 02, 2026
Vista Cima Wealth Management LLC History Added to 167,649 4,598 3.83% 3.59% 531 +9,844 6.24% Q4 2025 Feb 11, 2026
Alpha Cubed Investments, LLC History Added to 164,993 4,525 0.15% 0.15% 532 +3,101 1.92% Q4 2025 Feb 03, 2026
Robertson Stephens Wealth Management, LLC History Reduced 164,774 4,519 0.12% 0.14% 533 -3,749 -2.22% Q4 2025 Feb 02, 2026
Signal Advisors Wealth, LLC History Added to 164,347 4,508 0.36% 0.29% 534 +48,744 42.16% Q4 2025 Jan 13, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 157,354 4,503 4.18% — 535 +157,354 New Q4 2025 Feb 18, 2026
US BANCORP \DE\ History Reduced 163,875 4,495 0.01% 0.01% 536 -283 -0.17% Q4 2025 Jan 30, 2026
Pallas Capital Advisors LLC History Added to 163,065 4,472 0.15% 0.16% 537 +2,744 1.71% Q4 2025 Jan 14, 2026
MBE Wealth Management, LLC History Reduced 162,818 4,466 1.87% 1.97% 538 -4,250 -2.54% Q4 2025 Jan 21, 2026
LYNCH & ASSOCIATES/IN History Reduced 162,740 4,463 0.84% 0.87% 539 -1,841 -1.12% Q4 2025 Jan 07, 2026
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 161,400 4,427 1.34% 1.52% 540 -29,100 -15.28% Q4 2025 Feb 12, 2026
BARNES PETTEY FINANCIAL ADVISORS, LLC History Reduced 160,629 4,406 2.18% 2.93% 541 -35,351 -18.04% Q4 2025 Jan 30, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 160,120 4,392 1.52% 1.51% 542 +9,298 6.16% Q4 2025 Jan 27, 2026
Chris Bulman Inc History Reduced 159,619 4,378 1.94% 2.99% 543 -58,979 -26.98% Q4 2025 Jan 14, 2026
OLIO Financial Planning History Added to 159,440 4,373 1.23% 1.27% 544 +900 0.57% Q4 2025 Jan 21, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 159,122 4,364 0.45% 0.46% 545 -1,865 -1.16% Q4 2025 Feb 12, 2026
Foguth Wealth Management, LLC. History New 157,252 4,360 0.68% — 546 +157,252 New Q4 2025 Jan 05, 2026
Jefferies Financial Group Inc. History Added to 158,338 4,343 0.02% 0.0% 547 +135,700 599.43% Q4 2025 Feb 09, 2026
Cresta Advisors, Ltd. History Added to 158,290 4,341 1.82% 1.81% 548 +9,587 6.45% Q4 2025 Feb 03, 2026
Oxinas Partners, LLC History Added to 157,483 4,319 2.08% 2.14% 549 +10,812 7.37% Q4 2025 Jan 26, 2026
Game Plan Financial Advisors, LLC History Reduced 155,845 4,274 1.72% 1.76% 550 -168 -0.11% Q4 2025 Jan 14, 2026
Paradigm Capital Management, LLC/NV History Added to 155,390 4,262 3.96% 3.92% 551 +10,741 7.43% Q4 2025 Feb 06, 2026
CAMDEN NATIONAL BANK History Added to 154,918 4,249 0.58% 0.57% 552 +6,261 4.21% Q4 2025 Feb 10, 2026
Betterment LLC History Added to 153,306 4,205 0.01% 0.01% 553 +47,638 45.08% Q4 2025 Feb 12, 2026
Nikulski Financial, Inc. History Added to 151,584 4,157 0.99% 0.99% 554 +6,924 4.79% Q4 2025 Jan 15, 2026
ROMAN BUTLER FULLERTON & CO History Added to 141,230 4,119 1.08% 0.96% 555 +7,862 5.89% Q4 2025 Jan 26, 2026
KKM Financial LLC History New 150,096 4,117 0.73% — 556 +150,096 New Q4 2025 Feb 18, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 149,704 4,106 0.29% 0.34% 557 -28,145 -15.83% Q4 2025 Feb 12, 2026
Decker Retirement Planning Inc. History Added to 149,592 4,103 2.04% 2.05% 558 +12,894 9.43% Q4 2025 Jan 26, 2026
Emerald Advisors, LLC History Added to 149,553 4,102 0.56% 0.5% 559 +12,103 8.81% Q4 2025 Jan 27, 2026
MOR Wealth Management, LLC History New 148,746 4,080 1.86% — 560 +148,746 New Q4 2025 Jan 15, 2026
Keystone Financial Services, LLC History Reduced 147,611 4,048 2.76% 2.85% 561 -1,455 -0.98% Q4 2025 Jan 27, 2026
Independent Advisor Alliance History Added to 147,069 4,034 0.1% 0.04% 562 +85,241 137.87% Q4 2025 Feb 04, 2026
Prospera Financial Services Inc History Reduced 146,998 4,033 0.07% 0.07% 563 -4,056 -2.69% Q4 2025 Feb 09, 2026
Auxano Advisors, LLC History Reduced 146,948 4,030 0.8% 0.95% 564 -16,504 -10.1% Q4 2025 Feb 06, 2026
Breakwater Investment Management History Added to 146,518 4,018 1.45% 1.39% 565 +8,592 6.23% Q4 2025 Feb 02, 2026
Kovack Advisors, Inc. History Added to 146,092 4,007 0.19% 0.17% 566 +79,397 119.04% Q4 2025 Feb 17, 2026
Axis Wealth Partners, LLC History Reduced 145,872 4,001 2.21% 2.36% 567 -2,054 -1.39% Q4 2025 Jan 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 144,812 3,972 1.16% 1.94% 568 -70,763 -32.83% Q4 2025 Feb 11, 2026
IRON Financial LLC History Added to 144,304 3,958 1.82% 1.22% 569 +50,626 54.04% Q4 2025 Jan 22, 2026
Gradient Capital Advisors, LLC History Reduced 143,660 3,940 1.02% 1.06% 570 -952 -0.66% Q4 2025 Feb 06, 2026
Soltis Investment Advisors LLC History Added to 143,131 3,926 0.26% 0.24% 571 +13,659 10.55% Q4 2025 Apr 02, 2026
RVW Wealth, LLC History Reduced 142,469 3,907 0.3% 0.33% 572 -12,770 -8.23% Q4 2025 Jan 12, 2026
Caprock Group, LLC History Reduced 141,922 3,892 0.08% 0.12% 573 -32,432 -18.6% Q4 2025 Jan 28, 2026
WealthPlan Investment Management, LLC History Reduced 141,645 3,885 0.25% 0.28% 574 -13,709 -8.82% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 141,560 3,882 0.02% 0.02% 575 +46,490 48.9% Q4 2025 Feb 12, 2026
Compass Financial Group, INC/SD History Added to 141,410 3,878 0.55% 0.57% 576 +1,815 1.3% Q4 2025 Jan 27, 2026
GM Advisory Group, LLC History Reduced 141,306 3,876 0.15% 0.21% 577 -35,493 -20.08% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 141,209 3,873 0.04% 0.05% 578 +13,730 10.77% Q4 2025 Feb 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 140,446 3,852 0.41% 0.48% 579 -17,876 -11.29% Q4 2025 Jan 28, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 140,021 3,840 1.12% 1.05% 580 +8,219 6.24% Q4 2025 Feb 12, 2026
Vermillion Wealth Management, Inc. History Reduced 140,012 3,840 1.56% 1.05% 581 -1,953 -1.38% Q4 2025 Feb 11, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 139,177 3,818 0.35% 0.37% 582 -3,727 -2.61% Q4 2025 Jan 12, 2026
TWO SIGMA SECURITIES, LLC History Added to 138,944 3,811 0.52% 0.45% 583 +28,363 25.65% Q4 2025 Feb 17, 2026
AMG National Trust Bank History Reduced 138,903 3,810 0.09% 0.09% 584 -3,047 -2.15% Q4 2025 Jan 30, 2026
Capital Investment Advisory Services, LLC History Added to 138,503 3,799 0.27% 0.25% 585 +24,551 21.55% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Reduced 159,928 3,796 0.09% 0.1% 586 -37,967 -19.19% Q4 2025 Feb 11, 2026
Evolution Wealth Advisors, LLC History Added to 138,398 3,796 0.38% 0.5% 587 +781 0.57% Q4 2025 Jan 12, 2026
Gladstone Institutional Advisory LLC History Added to 136,854 3,753 0.14% 0.14% 588 +796 0.59% Q4 2025 Feb 17, 2026
Genesee Capital Advisors, LLC History Added to 136,703 3,749 1.51% 1.3% 589 +26,928 24.53% Q4 2025 Jan 16, 2026
Transcendent Capital Group LLC History Added to 136,601 3,746 1.7% 1.62% 590 +3,829 2.88% Q4 2025 Jan 26, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 135,285 3,710 2.02% 2.13% 591 -3,287 -2.37% Q4 2025 Feb 05, 2026
Liberty Capital Management, Inc. History Added to 134,833 3,698 0.69% 0.62% 592 +14,286 11.85% Q4 2025 Jan 26, 2026
BXM Wealth LLC History Added to 134,698 3,694 2.85% 1.23% 593 +84,985 170.95% Q4 2025 Jan 20, 2026
SFM, LLC History Added to 134,468 3,688 2.16% 2.01% 594 +7,543 5.94% Q4 2025 Jan 23, 2026
Warwick Investment Management, Inc. History Reduced 134,295 3,683 0.57% 0.65% 595 -2,038 -1.49% Q4 2025 Jan 15, 2026
Northstar Group, Inc. History Reduced 134,036 3,676 0.5% 0.54% 596 -574 -0.43% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History Reduced 133,634 3,665 2.72% 3.45% 597 -29,265 -17.97% Q4 2025 Jan 28, 2026
Cambridge Financial Group, LLC History Added to 132,738 3,646 1.27% 1.13% 598 +4,570 3.57% Q4 2025 Jan 09, 2026
FOCUSED ALPHA, LLC History New 132,606 3,637 1.07% — 599 +132,606 New Q4 2025 Feb 13, 2026
Roundview Capital LLC History Reduced 132,575 3,636 0.22% 0.24% 600 -6,691 -4.8% Q4 2025 Feb 09, 2026
COMERICA BANK History Reduced 131,587 3,609 0.01% 0.01% 601 -13,716 -9.44% Q4 2025 Jan 29, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 131,526 3,607 1.28% 1.19% 602 +10,055 8.28% Q4 2025 Jan 09, 2026
Horizon Investments, LLC History Reduced 130,764 3,586 0.05% 0.13% 603 -224,118 -63.15% Q4 2025 Feb 02, 2026
Cambridge Advisors Inc. History Reduced 130,726 3,585 0.68% 0.71% 604 -2,282 -1.72% Q4 2025 Jan 21, 2026
McAdam, LLC History Reduced 130,354 3,575 0.16% 0.18% 605 -3,505 -2.62% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 129,852 3,561 0.13% 0.17% 606 -26,815 -17.12% Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Reduced 129,635 3,555 0.16% 0.21% 607 -14,111 -9.82% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Added to 129,571 3,554 0.06% 0.01% 609 +108,030 501.51% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 129,592 3,554 0.02% 0.02% 608 +13,733 11.85% Q4 2025 Feb 10, 2026
SIMON QUICK ADVISORS, LLC History Reduced 129,459 3,551 0.15% 0.16% 610 -773 -0.59% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Reduced 122,060 3,543 0.3% 0.32% 611 -15,677 -11.38% Q4 2025 Jan 20, 2026
TPG Advisors LLC History Added to 128,771 3,532 2.2% 2.25% 612 +3,669 2.93% Q4 2025 Jan 21, 2026
Capital Investment Advisors, LLC History Reduced 128,603 3,527 0.05% 0.06% 613 -3,941 -2.97% Q4 2025 Jan 13, 2026
COMMERCE BANK History Added to 128,154 3,515 0.02% 0.02% 614 +476 0.37% Q4 2025 Feb 13, 2026
Beckerman Institutional, LLC History Added to 127,963 3,510 1.97% 1.95% 615 +6,805 5.62% Q4 2025 Feb 10, 2026
Anchor Investment Management, LLC History Reduced 127,948 3,509 0.29% 0.29% 616 -1,421 -1.1% Q4 2025 Feb 26, 2026
BESSEMER GROUP INC History Reduced 127,608 3,500 0.01% 0.01% 617 -3,650 -2.78% Q4 2025 Feb 05, 2026
Cedarwood Wealth LLC History New 119,868 3,497 3.9% — 619 +119,868 New Q4 2025 Mar 05, 2026
Equity Wealth Partners, LLC History Reduced 127,523 3,497 2.27% 3.77% 618 -42,491 -24.99% Q4 2025 Jan 26, 2026
Mainsail Financial Group, LLC History Reduced 127,076 3,485 1.45% 1.5% 620 -495 -0.39% Q4 2025 Jan 23, 2026
CENTAURUS FINANCIAL, INC. History Reduced 126,889 3,481 0.16% 0.19% 621 -22,322 -14.96% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Reduced 125,905 3,453 0.12% 0.27% 622 -129,349 -50.67% Q4 2025 Feb 04, 2026
First Heartland Consultants, Inc. History Added to 125,858 3,452 0.26% 0.27% 623 +2,372 1.92% Q4 2025 Jan 09, 2026
Portus Wealth Advisors, LLC History Added to 125,667 3,447 3.25% 3.34% 624 +2,878 2.34% Q4 2025 Jan 27, 2026
BKM Wealth Management, LLC History Added to 125,571 3,444 1.26% 1.17% 625 +9,802 8.47% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Reduced 125,131 3,432 0.26% 0.27% 626 -2,147 -1.69% Q4 2025 Jan 29, 2026
Sachetta, LLC History Added to 124,550 3,416 1.87% 1.24% 627 +2,948 2.42% Q4 2025 Feb 02, 2026
Garden State Investment Advisory Services LLC History Reduced 123,674 3,394 0.75% 0.82% 628 -11,473 -8.49% Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Reduced 123,506 3,387 0.51% 0.59% 629 -17,344 -12.31% Q4 2025 Jan 08, 2026
Olistico Wealth, LLC History Added to 122,625 3,363 1.64% 1.33% 630 +30,207 32.69% Q4 2025 Jan 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 122,141 3,350 0.05% 0.05% 631 +31,010 34.03% Q4 2025 Feb 06, 2026
Worth Financial Advisory Group, LLC History Reduced 121,914 3,344 1.62% 1.95% 632 -5,600 -4.39% Q4 2025 Jan 16, 2026
Total Clarity Wealth Management, Inc. History Added to 121,869 3,342 0.81% 0.85% 633 +4,496 3.83% Q4 2025 Feb 02, 2026
Csenge Advisory Group History Reduced 121,699 3,338 0.15% 0.18% 634 -18,534 -13.22% Q4 2025 Feb 06, 2026
Hilton Head Capital Partners, LLC History New 121,376 3,329 1.95% — 635 +121,376 New Q4 2025 Feb 11, 2026
Mengis Capital Management, Inc. History Added to 120,583 3,307 0.58% 0.6% 636 +9,720 8.77% Q4 2025 Mar 05, 2026
CORDA Investment Management, LLC. History Added to 120,547 3,306 0.24% 0.15% 637 +42,879 55.21% Q4 2025 Feb 03, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 120,284 3,299 1.26% 1.12% 638 +25,638 27.09% Q4 2025 Jan 27, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 120,268 3,298 0.79% 1.03% 639 -21,721 -15.3% Q4 2025 Feb 27, 2026
MOKAN Wealth Management Inc. History Reduced 120,140 3,295 1.46% 1.91% 640 -19,157 -13.75% Q4 2025 Jan 26, 2026
United Advisor Group, LLC History Added to 120,066 3,293 0.41% 0.26% 642 +50,135 71.69% Q4 2025 Jan 26, 2026
COWA, LLC History Reduced 120,086 3,293 1.0% 1.16% 641 -7,940 -6.2% Q4 2025 Feb 12, 2026
Financial Designs Corp History Added to 119,581 3,280 1.86% 1.8% 643 +3,452 2.97% Q4 2025 Jan 23, 2026
WARNER FINANCIAL, INC History Added to 118,667 3,255 1.13% 1.16% 644 +4,601 4.03% Q4 2025 Jan 21, 2026
Orion Capital Management LLC History Reduced 117,979 3,236 1.09% 1.22% 645 -10,441 -8.13% Q4 2025 Feb 03, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 117,639 3,226 0.88% 0.98% 646 +2,032 1.76% Q4 2025 Feb 10, 2026
North Forty Two & Co. History Added to 117,188 3,214 3.03% 2.32% 647 +30,110 34.58% Q4 2025 Feb 09, 2026
WBH ADVISORY INC History Added to 116,709 3,201 0.24% 0.24% 648 +1,304 1.13% Q4 2025 Jan 26, 2026
FSC Wealth Advisors, LLC History Reduced 116,031 3,182 5.16% 2.6% 649 -49,387 -29.86% Q4 2025 Jan 22, 2026
Tenzing Financial LLC History New 114,648 3,144 2.55% — 650 +114,648 New Q4 2025 Feb 13, 2026
LifeSteps Financial, Inc. History Added to 114,061 3,128 2.0% 1.97% 651 +1,648 1.47% Q4 2025 Jan 28, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 113,639 3,117 0.18% 0.18% 652 +59 0.05% Q4 2025 Jan 23, 2026
StoneX Group Inc. History Added to 113,372 3,110 0.13% 0.13% 653 +146 0.13% Q4 2025 Feb 12, 2026
SageGuard Financial Group, LLC History New 113,284 3,107 0.49% — 654 +113,284 New Q4 2025 Jan 27, 2026
ProVise Management Group, LLC History Reduced 113,146 3,103 0.22% 0.26% 655 -17,213 -13.2% Q4 2025 Jan 29, 2026
McGrath & Associates, Inc. History Added to 112,693 3,091 4.39% 4.56% 656 +317 0.28% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History Added to 112,317 3,080 0.08% 0.07% 657 +13,317 13.45% Q4 2025 Jan 28, 2026
CAP Partners, LLC History Reduced 111,967 3,071 1.74% 1.78% 658 -2,771 -2.42% Q4 2025 Feb 04, 2026
WealthCare Investment Partners, LLC History Reduced 110,651 3,068 0.89% 1.19% 659 -22,139 -16.67% Q4 2025 Jan 06, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 111,779 3,066 0.56% 0.54% 660 -1,675 -1.48% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History Reduced 111,773 3,065 0.0% 0.0% 661 -2,321 -2.03% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 111,399 3,055 0.0% 0.0% 662 +952 0.86% Q4 2025 Feb 12, 2026
Coordinated Financial Services, Inc. History Added to 111,205 3,050 1.75% 1.82% 663 +7,399 7.13% Q4 2025 Feb 09, 2026
Fortis Capital Management LLC History Added to 110,893 3,041 0.4% 0.4% 664 +6,281 6.0% Q4 2025 Feb 13, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 110,850 3,040 0.05% 0.06% 665 -16,241 -12.78% Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History Added to 110,746 3,037 0.19% 0.13% 667 +34,128 44.54% Q4 2025 Jan 30, 2026
FIRST NATIONAL TRUST CO History Added to 110,730 3,037 0.1% 0.1% 666 +1,923 1.77% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Reduced 109,836 3,012 0.1% 0.11% 668 -7,072 -6.05% Q4 2025 Feb 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 109,540 3,004 0.0% 0.0% 669 -14,082 -11.39% Q4 2025 Feb 06, 2026
Woodside Wealth Management LLC History Added to 109,081 2,992 2.23% 2.34% 670 +328 0.3% Q4 2025 Jan 30, 2026
Madden Advisory Services, Inc. History Reduced 108,705 2,981 1.2% 1.16% 671 -869 -0.79% Q4 2025 Feb 11, 2026
BFSG, LLC History Reduced 108,280 2,970 0.29% 0.42% 672 -50,295 -31.72% Q4 2025 Jan 22, 2026
Ellenbecker Investment Group History Reduced 108,287 2,970 0.42% 0.47% 673 -7,494 -6.47% Q4 2025 Jan 30, 2026
Zullo Investment Group, Inc. History Added to 108,022 2,963 1.08% 1.09% 674 +188 0.17% Q4 2025 Jan 26, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 107,995 2,962 0.68% 0.65% 675 +8,393 8.43% Q4 2025 Jan 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 107,737 2,955 0.04% 0.08% 676 -88,723 -45.16% Q4 2025 Feb 10, 2026
Concord Wealth Partners History Reduced 107,352 2,944 0.38% 0.42% 677 -2,929 -2.66% Q4 2025 Jan 29, 2026
SeaCrest Wealth Management, LLC History Reduced 104,592 2,918 0.3% 0.32% 678 -6,520 -5.87% Q4 2025 Jan 12, 2026
Glassy Mountain Advisors, Inc. History Added to 105,502 2,893 0.87% 0.86% 679 +683 0.65% Q4 2025 Feb 10, 2026
Nabity-Jensen Investment Management Inc History Reduced 104,369 2,862 1.94% 2.29% 680 -16,854 -13.9% Q4 2025 Jan 26, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 104,252 2,859 0.98% 1.07% 681 -1,433 -1.36% Q4 2025 Feb 10, 2026
Bell Bank History Added to 104,155 2,856 0.12% 0.08% 682 +36,212 53.3% Q4 2025 Jan 14, 2026
CWS Financial Advisors, LLC History Added to 104,151 2,856 0.78% 0.77% 683 +2,291 2.25% Q4 2025 Feb 06, 2026
PKS Advisory Services, LLC History Added to 104,000 2,852 0.65% 0.58% 684 +1,451 1.41% Q4 2025 Feb 02, 2026
Independent Solutions Wealth Management, LLC History Added to 103,863 2,848 0.52% 0.5% 685 +1,354 1.32% Q4 2025 Feb 05, 2026
Choate Investment Advisors History No change 103,014 2,825 0.06% 0.06% 686 0 0.0% Q4 2025 Feb 09, 2026
Princeton Global Asset Management LLC History Added to 102,924 2,823 0.46% 0.44% 687 +5,815 5.99% Q4 2025 Jan 20, 2026
Milestones Private Investment Advisors LLC History Reduced 102,615 2,814 1.94% 2.47% 688 -29,971 -22.6% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 102,454 2,810 0.06% 0.01% 689 +90,528 759.08% Q4 2025 Feb 11, 2026
Chesapeake Wealth Management History Reduced 102,438 2,809 0.84% 0.88% 690 -2,859 -2.72% Q4 2025 Feb 03, 2026
Investment Advisory Group, LLC History Reduced 102,129 2,801 0.72% 0.89% 691 -17,316 -14.5% Q4 2025 Jan 23, 2026
Sage Investment Advisers LLC History New 101,817 2,792 2.09% — 692 +101,817 New Q4 2025 Feb 10, 2026
Clearstead Trust, LLC History Reduced 101,741 2,790 0.44% 0.53% 693 -12,101 -10.63% Q4 2025 Feb 09, 2026
Safeguard Investment Advisory Group, LLC History Reduced 101,724 2,790 0.71% 0.71% 694 -3,210 -3.06% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History Reduced 101,560 2,785 0.24% 0.27% 695 -14,161 -12.24% Q4 2025 Feb 02, 2026
Selby Wealth Management, LLC History New 101,517 2,784 1.12% — 696 +101,517 New Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 99,717 2,782 0.1% 0.1% 699 +4,959 5.23% Q4 2025 Jan 08, 2026
Argent Trust Co History Added to 101,445 2,782 0.1% 0.09% 697 +4,380 4.51% Q4 2025 Feb 10, 2026
BEAM WEALTH ADVISORS, INC. History Added to 101,424 2,782 0.76% 0.75% 698 +585 0.58% Q4 2025 Feb 04, 2026
WCG Wealth Advisors LLC History Added to 101,284 2,778 0.08% 0.15% 700 +12,392 13.94% Q4 2025 Feb 10, 2026
Raab & Moskowitz Asset Management LLC History Added to 100,978 2,769 0.61% 0.55% 701 +10,693 11.84% Q4 2025 Jan 20, 2026
Scott & Selber, Inc. History Reduced 100,825 2,765 0.69% 0.72% 702 -2,971 -2.86% Q4 2025 Jan 09, 2026
HEADINVEST, LLC History Reduced 100,556 2,758 0.55% 0.57% 703 -335 -0.33% Q4 2025 Feb 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 100,211 2,748 0.04% 0.03% 704 +29,850 42.42% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Added to 99,965 2,742 0.1% 0.1% 705 +6,173 6.58% Q4 2025 Jan 21, 2026
LS Investment Advisors, LLC History Reduced 99,526 2,730 0.38% 0.42% 706 -9,754 -8.93% Q4 2025 Jan 26, 2026
Aspen Grove Capital, LLC History Reduced 98,914 2,713 0.47% 0.5% 707 -10,273 -9.41% Q4 2025 Feb 17, 2026
BlueStem Wealth Partners, LLC History Reduced 98,456 2,700 0.3% 0.31% 708 -1,522 -1.52% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 98,001 2,688 0.01% 0.01% 709 +11,062 12.72% Q4 2025 Feb 11, 2026
Everhart Financial Group, Inc. History Reduced 97,982 2,687 0.25% 0.29% 710 -8,031 -7.58% Q4 2025 Jan 07, 2026
Crewe Advisors LLC History Added to 97,242 2,667 0.24% 0.25% 711 +2,065 2.17% Q4 2025 Jan 16, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 96,630 2,650 1.94% 2.03% 712 -3,449 -3.45% Q4 2025 Feb 06, 2026
John W. Brooker & Co., CPAs History Added to 96,538 2,648 4.74% 5.03% 713 +5,797 6.39% Q4 2025 Jan 13, 2026
Krilogy Financial LLC History Added to 90,703 2,646 0.09% 0.08% 714 +6,453 7.66% Q4 2025 Jan 27, 2026
Freestate Advisors LLC History Added to 96,458 2,645 2.15% 2.01% 715 +8,534 9.71% Q4 2025 Jan 12, 2026
NWF Advisory Services Inc. History Reduced 96,361 2,643 0.29% 0.42% 716 -44,165 -31.43% Q4 2025 Mar 03, 2026
Roehl & Yi Investment Advisors, LLC History New 128,837 2,630 1.04% — 717 +128,837 New Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 95,410 2,617 0.58% 0.65% 718 -2,332 -2.39% Q4 2025 Jan 09, 2026
Verus Financial Partners, Inc. History Reduced 89,623 2,615 0.24% 2.72% 719 -944,739 -91.34% Q4 2025 Feb 02, 2026
Atlas Wealth Partners, LLC History Added to 95,289 2,613 2.87% 2.62% 720 +1,173 1.25% Q4 2025 Jan 26, 2026
Revolve Wealth Partners, LLC History Reduced 94,945 2,604 0.31% 0.31% 721 -196 -0.21% Q4 2025 Jan 20, 2026
10Elms LLP History Reduced 94,613 2,595 2.38% 2.61% 723 -11,731 -11.03% Q4 2025 Feb 13, 2026
FMA Wealth Management, LLC History Reduced 94,611 2,595 1.68% 1.86% 722 -4,424 -4.47% Q4 2025 Jan 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 94,403 2,589 0.17% 0.18% 724 -4,845 -4.88% Q4 2025 Jan 23, 2026
Jacobi Capital Management LLC History Reduced 93,857 2,574 0.15% 0.17% 725 -5,497 -5.53% Q4 2025 Feb 13, 2026
Hurley Capital, LLC History Added to 93,499 2,564 1.43% 1.36% 726 +5,101 5.77% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 92,513 2,537 0.01% 0.01% 727 -597 -0.64% Q4 2025 Feb 09, 2026
WELCH & FORBES LLC History Reduced 92,277 2,531 0.03% 0.03% 728 -1,233 -1.32% Q4 2025 Feb 10, 2026
Caldwell Trust Co History Added to 92,078 2,525 0.22% 0.23% 729 +2,967 3.33% Q4 2025 Jan 30, 2026
Journey Beyond Wealth, LLC History New 91,979 2,522 2.01% — 730 +91,979 New Q4 2025 Jan 23, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 91,816 2,518 0.8% 1.5% 731 -63,933 -41.05% Q4 2025 Feb 10, 2026
Sound Income Strategies, LLC History Added to 86,484 2,499 0.12% 0.05% 732 +53,395 161.37% Q4 2025 Jan 21, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 90,929 2,494 2.35% 2.21% 733 +4,594 5.32% Q4 2025 Jan 27, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 90,635 2,486 1.82% 1.63% 734 +14,598 19.2% Q4 2025 Feb 20, 2026
Cypress Wealth Services, LLC History Reduced 90,509 2,482 0.34% 0.45% 735 -9,182 -9.21% Q4 2025 Jan 14, 2026
Vident Advisory, LLC History Reduced 90,479 2,481 0.02% 0.02% 736 -510 -0.56% Q4 2025 Feb 18, 2026
Bryn Mawr Trust Advisors, LLC History Added to 90,440 2,480 0.12% 0.12% 737 +3,886 4.49% Q4 2025 Feb 04, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 90,178 2,473 0.71% 0.73% 738 0 0.0% Q4 2025 Feb 04, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 90,791 2,469 1.14% 1.06% 739 +13,753 17.85% Q4 2025 Feb 17, 2026
Texas Capital Bank Wealth Management Services Inc History New 89,992 2,468 0.14% — 741 +89,992 New Q4 2025 Feb 09, 2026
BLB&B Advisors, LLC History Added to 89,998 2,468 0.1% 0.09% 740 +15,423 20.68% Q4 2025 Jan 26, 2026
MITCHELL SINKLER & STARR/PA History Reduced 89,807 2,463 1.11% 1.13% 742 -1,900 -2.07% Q4 2025 Feb 11, 2026
XY Planning Network, Inc. History Added to 89,258 2,448 0.43% 0.45% 743 +39,695 80.09% Q4 2025 Jan 26, 2026
MYECFO, LLC History Added to 89,185 2,446 1.04% 1.08% 744 +2,258 2.6% Q4 2025 Jan 12, 2026
Stonebridge Financial Planning Group, LLC History Reduced 88,983 2,440 0.88% 0.92% 745 -1,076 -1.19% Q4 2025 Feb 05, 2026
Opes Wealth Management LLC History Added to 88,808 2,435 0.4% 0.42% 746 +883 1.0% Q4 2025 Feb 02, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 88,414 2,425 0.36% 0.37% 747 -349 -0.39% Q4 2025 Feb 09, 2026
Piedmont Capital Management, LLC/NC History New 88,180 2,418 1.59% — 749 +88,180 New Q4 2025 Feb 13, 2026
EASTERN BANK History Reduced 88,168 2,418 0.04% 0.04% 748 -3,940 -4.28% Q4 2025 Jan 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 88,034 2,414 0.03% 0.03% 750 -3,260 -3.57% Q4 2025 Jan 21, 2026
Millennium Capital Advisors, LLC History Reduced 88,019 2,414 1.42% 1.5% 751 -2,860 -3.15% Q4 2025 Feb 05, 2026
Providence Capital Advisors, LLC History Added to 87,126 2,389 0.4% 0.38% 752 +6,015 7.42% Q4 2025 Feb 12, 2026
WEALTHGARDEN F.S. LLC History Added to 81,527 2,378 1.57% 1.53% 753 +1,971 2.48% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Reduced 85,493 2,345 0.14% 0.18% 754 -35,857 -29.55% Q4 2025 Feb 17, 2026
RIA Advisory Group LLC History Added to 85,314 2,340 0.56% 0.59% 755 +412 0.49% Q4 2025 Feb 02, 2026
SpringVest Wealth Management LLC History Added to 85,282 2,339 1.63% 1.71% 756 +45 0.05% Q4 2025 Jan 23, 2026
WESBANCO BANK INC History Reduced 85,202 2,337 0.06% 0.09% 757 -32,805 -27.8% Q4 2025 Feb 03, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 83,988 2,303 0.62% 0.78% 758 -19,416 -18.78% Q4 2025 Feb 11, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 83,289 2,284 0.27% 0.25% 759 +10,504 14.43% Q4 2025 Jan 26, 2026
B. Riley Wealth Advisors, Inc. History Reduced 83,023 2,277 0.11% 0.12% 760 -14,323 -14.71% Q4 2025 Feb 17, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 82,998 2,276 0.3% 0.27% 761 +14,666 21.46% Q4 2025 Jan 21, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 82,961 2,275 1.55% 0.37% 762 +64,718 354.76% Q4 2025 Feb 05, 2026
Physician Wealth Advisors, Inc. History Reduced 82,682 2,267 0.32% 0.33% 763 -1,474 -1.75% Q4 2025 Jan 29, 2026
Directional Asset Management History New 82,615 2,266 1.99% — 764 +82,615 New Q4 2025 Jan 29, 2026
Barnes Wealth Management Group, Inc History Reduced 82,553 2,264 1.21% 1.28% 765 -2,346 -2.76% Q4 2025 Feb 24, 2026
BlackRock, Inc. History Added to 81,831 2,244 0.0% 0.0% 766 +41,725 104.04% Q4 2025 Feb 12, 2026
Fermata Advisors, LLC History Reduced 81,473 2,234 0.54% 0.57% 768 -1,330 -1.61% Q4 2025 Jan 08, 2026
Balentine LLC History No change 81,459 2,234 0.08% 0.08% 767 0 0.0% Q4 2025 Feb 02, 2026
Synergy Investment Management, LLC History Reduced 81,136 2,225 0.79% 1.06% 770 -20,499 -20.17% Q4 2025 Feb 06, 2026
Great Waters Wealth Management History Added to 81,142 2,225 0.24% 0.26% 769 +1,527 1.92% Q4 2025 Jan 15, 2026
Second Half Financial Partners, LLC History Reduced 81,107 2,224 0.99% 0.98% 771 -164 -0.2% Q4 2025 Jan 26, 2026
Bangor Savings Bank History Reduced 80,720 2,214 0.18% 0.18% 772 -578 -0.71% Q4 2025 Jan 16, 2026
Smith Partners Wealth Management, LLC History New 80,482 2,207 2.03% — 773 +80,482 New Q4 2025 Feb 13, 2026
Aprio Wealth Management, LLC History Added to 79,182 2,200 0.13% 0.21% 774 +426 0.54% Q4 2025 Jan 29, 2026
J HAGAN CAPITAL, INC. History New 79,785 2,188 1.21% — 776 +79,785 New Q4 2025 Feb 17, 2026
Miramar Capital, LLC History Added to 79,770 2,188 0.48% 0.47% 775 +2,161 2.78% Q4 2025 Feb 11, 2026
RDA Financial Network History Added to 79,637 2,184 0.53% 0.49% 777 +7,314 10.11% Q4 2025 Jan 06, 2026
Financial Engines Advisors L.L.C. History Added to 79,504 2,180 0.0% 0.0% 778 +9,845 14.13% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Reduced 79,438 2,178 0.05% 0.07% 779 -36,598 -31.54% Q4 2025 Feb 04, 2026
Bison Wealth, LLC History New 71,541 2,174 0.24% — 780 +71,541 New Q4 2025 Mar 24, 2026
Pasadena Private Wealth, LLC History Reduced 78,885 2,163 0.29% 0.32% 781 -2,039 -2.52% Q4 2025 Feb 10, 2026
Armor Investment Advisors, LLC History Reduced 78,705 2,158 0.79% 0.82% 782 -16,646 -17.46% Q4 2025 Feb 05, 2026
Centennial Advisors, LLC History New 78,569 2,155 2.8% — 783 +78,569 New Q4 2025 Jan 22, 2026
Fairscale Capital, LLC History Added to 77,985 2,139 1.42% 1.38% 784 +4,392 5.97% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 77,726 2,132 0.04% 0.05% 785 -18,345 -19.1% Q4 2025 Jan 16, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 77,668 2,130 0.1% 0.1% 786 +25,185 47.99% Q4 2025 Feb 12, 2026
Note Advisors, LLC History Added to 73,039 2,129 1.09% 1.08% 787 +6,660 10.03% Q4 2025 Feb 18, 2026
Clarius Group, LLC History Added to 76,831 2,107 0.12% 0.12% 788 +1,985 2.65% Q4 2025 Jan 14, 2026
Boyer Financial Services, Inc. History New 75,591 2,096 2.22% — 789 +75,591 New Q4 2025 Jan 30, 2026
CPC Advisors, LLC History Reduced 76,402 2,095 0.21% 0.23% 790 -2,371 -3.01% Q4 2025 Jan 28, 2026
MassMutual Private Wealth & Trust, FSB History Added to 75,875 2,081 0.05% 0.04% 791 +11,650 18.14% Q4 2025 Jan 07, 2026
MainStreet Investment Advisors LLC History Added to 75,875 2,081 0.3% 0.25% 792 +8,265 12.22% Q4 2025 Feb 10, 2026
Aurora Private Wealth, Inc. History New 74,967 2,054 1.35% — 793 +74,967 New Q4 2025 Feb 02, 2026
Peregrine Asset Advisers, Inc. History Added to 74,575 2,045 0.58% 0.61% 794 +17 0.02% Q4 2025 Feb 02, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 74,510 2,043 0.56% 0.65% 795 -6,855 -8.42% Q4 2025 Jan 26, 2026
Latitude Advisors, LLC History Added to 74,303 2,038 0.9% 0.91% 796 +1,397 1.92% Q4 2025 Jan 27, 2026
Retirement Planning Group, LLC History Added to 74,048 2,031 0.07% 0.07% 797 +209 0.28% Q4 2025 Feb 03, 2026
MFG WEALTH MANAGEMENT, INC. History Added to 73,230 2,008 1.56% 1.5% 798 +462 0.63% Q4 2025 Jan 07, 2026
Core Wealth Advisors, Inc. History Added to 72,896 1,999 0.52% 0.48% 799 +5,854 8.73% Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Added to 72,793 1,996 0.05% 0.05% 800 +13,069 21.88% Q4 2025 Feb 17, 2026