SPDR INDEX SHARES FUNDS - SPDW

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
Creative Planning History Added to 125,134,437 5,557,220 3.98% 3.69% 1 +12,369,881 10.97% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 57,217,193 2,541,015 4.81% 4.78% 2 -1,272,327 -2.18% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 37,343,862 1,658,440 0.45% 0.42% 3 +3,292,815 9.67% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 29,790,838 1,323,011 5.42% — 4 +29,790,838 New Q4 2025 Feb 05, 2026
Auto-Owners Insurance Co History Added to 19,637,666 872,108 18.31% 16.83% 5 +4,407,000 28.94% Q4 2025 Mar 09, 2026
CWM, LLC History Added to 15,520,557 689,268 1.87% 1.88% 6 +886,729 6.06% Q4 2025 Jan 26, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 13,595,368 603,770 1.45% 1.41% 7 -35,715 -0.26% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 11,915,888 529,184 0.03% 0.03% 8 +1,725,089 16.93% Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 8,457,483 375,596 0.01% 0.01% 9 +2,559,918 43.41% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 8,396,055 372,868 0.06% 0.06% 10 -18,034 -0.21% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 7,967,012 353,815 0.1% 0.09% 11 +595,176 8.07% Q4 2025 Feb 10, 2026
Betterment LLC History Reduced 7,414,696 329,287 0.63% 0.63% 12 -83,364 -1.11% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Added to 6,962,463 309,202 0.02% 0.02% 13 +977,094 16.32% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 6,326,017 280,938 2.26% 2.28% 14 -195,873 -3.0% Q4 2025 Jan 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 5,711,513 253,648 0.34% 0.32% 15 -10,933 -0.19% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 5,294,541 235,130 0.21% 0.19% 16 +504,470 10.53% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 222,938 222,938 0.13% — 17 +222,938 New Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Reduced 4,805,656 213,419 2.7% 2.76% 18 -112,289 -2.28% Q4 2025 Feb 02, 2026
Mariner, LLC History Added to 4,659,049 206,918 0.25% 0.25% 19 +209,802 4.72% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 4,584,236 203,590 0.3% 0.3% 20 -483,155 -9.53% Q4 2025 Feb 17, 2026
Stadion Money Management, LLC History Reduced 4,406,021 195,671 15.86% 16.28% 21 -356,872 -7.49% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Reduced 4,283,987 190,254 5.18% 5.21% 22 -41,658 -0.96% Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Added to 4,024,099 178,709 1.98% 1.79% 23 +329,971 8.93% Q4 2025 Feb 02, 2026
HighTower Advisors, LLC History Added to 3,959,509 175,841 0.19% 0.17% 24 +360,479 10.02% Q4 2025 Feb 06, 2026
Strategies Wealth Advisors, LLC History Added to 3,566,337 158,381 15.87% 15.02% 25 +191,757 5.68% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,095,682 137,479 0.04% 0.05% 26 -314,163 -9.21% Q4 2025 Feb 18, 2026
Clearstead Advisors, LLC History Added to 3,041,981 135,094 1.7% 1.66% 27 +91,331 3.1% Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 2,922,308 129,779 0.5% — 28 +2,922,308 New Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,748,052 122,042 0.03% 0.03% 29 -146,298 -5.05% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,658,878 118,080 0.41% 0.34% 30 +517,179 24.15% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Added to 2,585,522 114,823 2.56% 1.44% 31 +1,588,557 159.34% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 2,585,420 114,818 0.78% 0.74% 32 +220,957 9.34% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,543,461 112,955 0.07% 0.07% 33 +50,489 2.03% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 2,306,902 102,449 0.1% 0.11% 34 +11,447 0.5% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History Added to 2,257,447 100,253 8.76% 8.15% 35 +160,863 7.67% Q4 2025 Jan 26, 2026
GeoWealth Management, LLC History Added to 2,231,870 99,117 3.65% 3.35% 36 +84,193 3.92% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 2,228,613 98,972 0.2% 0.17% 37 +340,752 18.05% Q4 2025 Jan 23, 2026
Gradient Investments LLC History Added to 2,185,934 97,077 1.54% 1.52% 38 +57,231 2.69% Q4 2025 Jan 08, 2026
Cetera Investment Advisers History Added to 2,151,393 95,543 0.1% 0.1% 39 +145,172 7.24% Q4 2025 Feb 17, 2026
McNamara Financial Services, Inc. History Reduced 2,147,540 95,372 18.09% 17.28% 40 -25,653 -1.18% Q4 2025 Jan 21, 2026
Advocacy Wealth Management, LLC History Added to 2,099,432 93,235 3.9% 3.71% 41 +101,531 5.08% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 2,018,443 92,040 0.12% 0.12% 42 +162,479 8.75% Q4 2025 Jan 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 2,054,436 91,237 1.58% 1.83% 43 +35,520 1.76% Q4 2025 Feb 19, 2026
Capital Asset Advisory Services LLC History Added to 1,982,606 90,406 3.63% 3.6% 44 +32,025 1.64% Q4 2025 Jan 09, 2026
Private Advisor Group, LLC History Reduced 2,013,003 89,397 0.42% 0.44% 45 -74,220 -3.56% Q4 2025 Feb 17, 2026
AlphaStar Capital Management, LLC History Added to 1,969,682 87,473 6.42% 6.69% 46 +154,804 8.53% Q4 2025 Feb 02, 2026
TRUIST FINANCIAL CORP History Added to 1,926,884 85,572 0.11% 0.04% 47 +1,239,029 180.13% Q4 2025 Feb 02, 2026
ROYAL BANK OF CANADA History New 1,880,757 83,524 0.01% — 48 +1,880,757 New Q4 2025 Feb 17, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 1,875,811 83,304 0.63% 0.62% 49 +184,890 10.93% Q4 2025 Jan 14, 2026
Savant Capital, LLC History Reduced 1,875,482 83,290 0.47% 0.51% 50 -79,269 -4.06% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 1,836,757 81,570 0.01% 0.0% 51 +133,543 7.84% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 1,805,415 80,178 0.2% 0.19% 52 +120,748 7.17% Q4 2025 Feb 13, 2026
VICUS CAPITAL History Added to 1,793,895 79,667 5.98% 4.15% 53 +525,242 41.4% Q4 2025 Jan 22, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 1,774,091 78,787 8.88% 8.76% 54 +48,826 2.83% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Added to 1,771,242 78,660 0.01% 0.01% 55 +150,461 9.28% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 1,731,970 76,917 0.65% 0.52% 56 +177,388 11.41% Q4 2025 Jan 05, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 1,637,282 72,711 1.09% 0.9% 57 +162,932 11.05% Q4 2025 Jan 05, 2026
Peterson Wealth Advisors, LLC History Added to 1,627,905 72,295 9.64% 10.46% 58 +12,630 0.78% Q4 2025 Jan 09, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 1,588,335 70,537 3.35% 3.29% 59 +4,527 0.29% Q4 2025 Jan 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 1,514,657 67,265 0.01% — 60 +1,514,657 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 1,628,648 67,067 0.09% 0.04% 61 +969,602 147.12% Q4 2025 Mar 09, 2026
Rockefeller Capital Management L.P. History Added to 1,460,149 64,845 0.12% 0.12% 62 +40,446 2.85% Q4 2025 Mar 16, 2026
Cambridge Investment Research Advisors, Inc. History Added to 1,443,886 64,123 0.17% 0.16% 63 +59,229 4.28% Q4 2025 Feb 05, 2026
Facet Wealth, Inc. History Reduced 1,316,376 62,317 1.1% 1.24% 64 -80,456 -5.76% Q4 2025 Jan 29, 2026
TRUEFG, LLC History Reduced 1,385,208 61,517 16.51% 16.46% 65 -7,472 -0.54% Q4 2025 Jan 21, 2026
Dakota Wealth Management History Added to 1,381,548 61,354 1.09% 1.06% 66 +146,926 11.9% Q4 2025 Jan 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,290,142 57,295 0.02% 0.03% 67 -581,473 -31.07% Q4 2025 Feb 17, 2026
Wealthcare Advisory Partners LLC History Added to 1,273,831 56,570 1.11% 1.13% 68 +8,196 0.65% Q4 2025 Jan 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,236,446 54,958 0.1% 0.0% 69 +1,181,078 2133.14% Q4 2025 Feb 05, 2026
Cerity Partners LLC History Added to 1,234,103 54,806 0.08% 0.04% 70 +658,516 114.41% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Added to 1,211,625 53,808 0.61% 0.6% 71 +25,172 2.12% Q4 2025 Jan 20, 2026
CGN Advisors LLC History Added to 1,185,872 52,664 4.17% 3.75% 72 +120,035 11.26% Q4 2025 Jan 05, 2026
Lifeworks Advisors, LLC History Added to 1,140,637 50,655 6.56% 5.9% 73 +105,354 10.18% Q4 2025 Feb 13, 2026
Walkner Condon Financial Advisors LLC History Added to 1,123,883 49,912 6.93% 5.79% 74 +269,518 31.55% Q4 2025 Jan 21, 2026
GREENLEAF TRUST History Added to 1,116,681 49,591 0.45% 0.04% 75 +1,013,336 980.54% Q4 2025 Jan 21, 2026
Clearwater Capital Advisors, LLC History Reduced 1,103,199 48,993 4.08% 4.04% 76 -4,840 -0.44% Q4 2025 Feb 09, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 1,046,118 47,995 2.24% 2.0% 77 +253,055 31.91% Q4 2025 Feb 03, 2026
Summit Global Investments History Added to 1,069,063 47,477 2.81% 1.85% 78 +327,436 44.15% Q4 2025 Feb 18, 2026
Global Strategic Investment Solutions, LLC History Reduced 1,035,338 45,979 4.49% 4.49% 79 -15,896 -1.51% Q4 2025 Jan 29, 2026
Boston Standard Wealth Management, LLC History Added to 991,592 44,036 7.27% 7.06% 80 +11,044 1.13% Q4 2025 Jan 07, 2026
Global Retirement Partners, LLC History Added to 977,517 43,411 0.77% 0.89% 81 +44,902 4.81% Q4 2025 Feb 06, 2026
Brio Consultants, LLC History Added to 972,284 43,179 5.61% 5.53% 82 +33,346 3.55% Q4 2025 Feb 04, 2026
Integrated Wealth Concepts LLC History Reduced 940,148 41,751 0.5% 0.42% 83 -146,533 -13.48% Q4 2025 Feb 13, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 928,458 41,232 12.61% 12.5% 84 +23,882 2.64% Q4 2025 Feb 12, 2026
Select Equity Group, L.P. History New 907,211 40,289 0.17% — 85 +907,211 New Q4 2025 Feb 17, 2026
KWB Wealth History Reduced 899,712 39,956 3.78% 4.29% 86 -58,254 -6.08% Q4 2025 Jan 12, 2026
Ballentine Partners, LLC History Reduced 886,952 39,389 0.55% 0.53% 87 -14 -0.0% Q4 2025 Feb 03, 2026
Goodman Financial Corp History Added to 818,239 36,337 6.88% 6.72% 88 +11,700 1.45% Q4 2025 Jan 08, 2026
MAI Capital Management History Added to 815,024 36,195 0.21% 0.22% 89 +1,723 0.21% Q4 2025 Feb 13, 2026
Garrett Wealth Advisory Group, LLC History Added to 811,349 36,032 6.81% 6.61% 90 +19,183 2.42% Q4 2025 Feb 04, 2026
Austin Private Wealth, LLC History Added to 798,373 35,455 2.63% 2.1% 91 +152,669 23.64% Q4 2025 Jan 20, 2026
IFP Advisors, Inc History Reduced 794,588 35,287 0.79% 0.9% 92 -12,209 -1.51% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Added to 788,646 35,023 0.25% 0.2% 93 +143,219 22.19% Q4 2025 Feb 13, 2026
ProVise Management Group, LLC History Added to 788,304 35,008 2.49% 2.47% 94 +4,895 0.62% Q4 2025 Jan 29, 2026
Meeder Advisory Services, Inc. History Reduced 780,026 34,640 1.49% 1.59% 95 -21,436 -2.67% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 772,680 34,314 0.01% 0.01% 96 -49,025 -5.97% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 755,317 33,543 0.82% 0.79% 97 +31,901 4.41% Q4 2025 Jan 28, 2026
Blueprint Investment Partners LLC History Reduced 754,887 33,524 3.59% 4.78% 98 -39,582 -4.98% Q4 2025 Feb 17, 2026
Compton Financial Group, LLC History Added to 753,891 33,480 7.58% 7.45% 99 +30,837 4.26% Q4 2025 Feb 05, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Added to 751,303 33,365 12.6% 11.24% 100 +78,815 11.72% Q4 2025 Feb 13, 2026
Concord Wealth Partners History Added to 740,978 32,906 4.27% 4.13% 101 +42,405 6.07% Q4 2025 Jan 29, 2026
Concord Asset Management, LLC/VA History Added to 725,152 32,204 5.58% 5.41% 102 +28,915 4.15% Q4 2025 Jan 29, 2026
Auour Investments LLC History Added to 722,775 32,098 10.21% 9.17% 103 +64,311 9.77% Q4 2025 Jan 12, 2026
First Heartland Consultants, Inc. History Added to 721,548 32,043 2.43% 1.98% 104 +148,260 25.86% Q4 2025 Jan 09, 2026
Rinkey Investments History Reduced 694,494 30,842 7.83% 8.23% 105 -30,407 -4.19% Q4 2025 Feb 04, 2026
ERn Financial, LLC History Added to 684,153 30,383 5.71% 5.73% 106 +6,103 0.9% Q4 2025 Jan 15, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 682,158 30,294 14.35% 14.3% 107 +20,681 3.13% Q4 2025 Jan 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 677,819 30,101 0.61% 0.65% 108 -28,791 -4.07% Q4 2025 Feb 06, 2026
SigFig Wealth Management, LLC History Added to 664,539 29,577 0.88% 0.83% 109 +34,992 5.56% Q4 2025 Jan 16, 2026
Beacon Pointe Advisors, LLC History Added to 658,052 29,224 0.2% 0.15% 110 +250,391 61.42% Q4 2025 Feb 18, 2026
Flagstone Financial Management History Reduced 657,191 29,185 7.48% 7.49% 111 -6,344 -0.96% Q4 2025 Feb 09, 2026
Apella Capital, LLC History Added to 648,230 28,787 0.57% 0.58% 112 +46,167 7.67% Q4 2025 Jan 21, 2026
Bank of New York Mellon Corp History Reduced 629,645 27,962 0.0% 0.02% 113 -2,546,840 -80.18% Q4 2025 Feb 10, 2026
US BANCORP \DE\ History Reduced 628,166 27,896 0.03% 0.05% 114 -338,062 -34.99% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Added to 622,753 27,656 0.1% 0.11% 115 +65,419 11.74% Q4 2025 Feb 18, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 610,134 27,096 7.55% 7.51% 116 +2,438 0.4% Q4 2025 Jan 23, 2026
N.E.W. Advisory Services LLC History Added to 606,636 26,940 1.99% 1.9% 117 +109,024 21.91% Q4 2025 Jan 28, 2026
Wealth Advisors of Iowa, LLC History Added to 599,350 26,617 8.74% 1.48% 118 +498,079 491.83% Q4 2025 Feb 05, 2026
Ausdal Financial Partners, Inc. History Added to 596,228 26,478 1.23% 1.19% 119 +23,989 4.19% Q4 2025 Feb 13, 2026
Atlas Private Wealth Advisors History Added to 592,941 26,332 6.15% 5.73% 120 +45,896 8.39% Q4 2025 Feb 05, 2026
Second Line Capital, LLC History Added to 592,352 26,306 5.41% 5.17% 121 +8,954 1.53% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 588,550 26,137 0.76% — 122 +588,550 New Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 581,141 25,808 0.19% 0.18% 123 +49,066 9.22% Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History Reduced 577,520 25,647 4.66% 0.4% 124 -11,027 -1.87% Q4 2025 Mar 04, 2026
Astoria Portfolio Advisors LLC. History Added to 514,403 25,267 5.75% 4.8% 125 +93,865 22.32% Q4 2025 Feb 24, 2026
Headland Capital, LLC History Added to 567,881 25,219 7.02% 6.75% 126 +6,067 1.08% Q4 2025 Jan 28, 2026
Hobbs Group Advisors, LLC History Reduced 557,101 24,740 7.47% 7.48% 127 -4,882 -0.87% Q4 2025 Jan 28, 2026
GOLDMAN SACHS GROUP INC History Added to 555,712 24,679 0.0% 0.0% 128 +33,265 6.37% Q4 2025 Mar 25, 2026
Fiduciary Alliance LLC History Added to 550,098 24,429 1.6% 1.47% 129 +38,181 7.46% Q4 2025 Jan 22, 2026
BlackRock, Inc. History Added to 548,765 24,370 0.0% 0.0% 130 +254,754 86.65% Q4 2025 Feb 12, 2026
Treasure Coast Financial Planning History Added to 548,722 24,367 12.94% 13.06% 131 +1,642 0.3% Q4 2025 Jan 22, 2026
GM Advisory Group, LLC History Added to 544,260 24,170 0.95% 0.68% 132 +171,855 46.15% Q4 2025 Feb 13, 2026
BRIGHTON SECURITIES CORP. History Added to 540,176 23,989 11.84% 11.61% 133 +19,159 3.68% Q4 2025 Mar 06, 2026
Procyon Advisors, LLC History Added to 529,627 23,520 1.16% 1.31% 134 +13,728 2.66% Q4 2025 Jan 07, 2026
PROFFITT & GOODSON INC History Reduced 527,624 23,431 3.27% 3.31% 135 -11,170 -2.07% Q4 2025 Jan 27, 2026
JDM Financial Group LLC History Added to 654,429 23,359 9.07% 9.68% 136 +107,719 19.7% Q4 2025 Feb 02, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 524,179 23,278 1.12% 0.28% 137 +414,545 378.12% Q4 2025 Jan 28, 2026
Focus Partners Wealth History Added to 498,287 22,128 0.03% 0.03% 138 +108,835 27.95% Q4 2025 Feb 13, 2026
ST GERMAIN D J CO INC History Added to 493,599 21,920 0.85% 0.82% 139 +17,366 3.65% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Added to 476,080 21,142 0.17% 0.19% 140 +40,285 9.24% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 463,573 20,587 0.17% 0.1% 141 +218,847 89.43% Q4 2025 Jan 26, 2026
Leicht Financial Planning & Wealth Management, Inc. History Reduced 458,676 20,369 9.11% 8.92% 142 -3,885 -0.84% Q4 2025 Feb 04, 2026
Snowden Capital Advisors LLC History Added to 448,086 19,899 0.51% 0.5% 143 +19,318 4.51% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 443,857 19,711 0.21% 0.26% 144 +33,924 8.28% Q4 2025 Jan 23, 2026
Vivaldi Capital Management LP History Added to 441,270 19,596 2.66% 2.24% 145 +70,826 19.12% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Reduced 439,445 19,515 0.24% 0.24% 146 -3,136 -0.71% Q4 2025 Jan 26, 2026
Tennessee Valley Asset Management Partners History Added to 422,792 18,776 2.43% 2.32% 147 +23,197 5.81% Q4 2025 Feb 05, 2026
Diversify Advisory Services, LLC History Added to 402,443 18,625 0.59% 0.54% 148 +31,106 8.38% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Reduced 412,116 18,302 0.34% 0.37% 149 -5,589 -1.34% Q4 2025 Feb 03, 2026
FIDELITY D & D BANCORP INC History Reduced 407,041 18,076 7.81% 10.13% 150 -22,121 -5.15% Q4 2025 Feb 09, 2026
JT Stratford LLC History Reduced 400,327 17,778 2.28% 3.3% 151 -175,954 -30.53% Q4 2025 Feb 12, 2026
Mason & Associates, LLC History Reduced 400,124 17,769 4.04% 4.09% 152 -2,310 -0.57% Q4 2025 Jan 21, 2026
Values Added Financial LLC History Added to 398,570 17,700 7.47% 7.51% 153 +3,692 0.93% Q4 2025 Jan 16, 2026
Atria Investments, Inc History Reduced 396,652 17,615 0.2% 0.2% 154 -10,477 -2.57% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Reduced 394,802 17,561 0.43% 0.43% 155 -6,350 -1.58% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Reduced 385,458 17,118 2.61% 3.71% 156 -15,835 -3.95% Q4 2025 Feb 13, 2026
BANK HAPOALIM BM History No change 384,000 17,053 1.48% 2.02% 157 0 0.0% Q4 2025 Feb 17, 2026
Palatine Hill Wealth Management, LLC History New 376,695 16,729 13.49% — 158 +376,695 New Q4 2025 Feb 10, 2026
IAG Wealth Partners, LLC History Added to 376,541 16,722 1.94% 1.9% 159 +7,806 2.12% Q4 2025 Feb 10, 2026
Strategic Financial Planning, Inc. History Added to 371,396 16,492 9.38% 9.12% 160 +3,715 1.01% Q4 2025 Feb 17, 2026
Portside Wealth Group, LLC History Added to 371,006 16,476 2.22% 1.95% 161 +40,375 12.21% Q4 2025 Jan 21, 2026
Advyzon Investment Management, LLC History Added to 368,327 16,357 1.9% 2.51% 162 +26,119 7.63% Q4 2025 Feb 13, 2026
WRAPMANAGER INC History Reduced 368,187 16,351 5.53% 5.0% 163 -11,117 -2.93% Q4 2025 Feb 06, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 367,438 16,317 0.98% 0.86% 164 +21,213 6.13% Q4 2025 Jan 20, 2026
Rodgers & Associates, LTD History Added to 366,668 16,283 1.65% 1.6% 165 +4,311 1.19% Q4 2025 Jan 22, 2026
Belpointe Asset Management LLC History Added to 364,758 16,198 0.59% 0.41% 166 +114,097 45.52% Q4 2025 Jan 27, 2026
ABOUND FINANCIAL, LLC History Reduced 364,087 16,169 6.26% 6.6% 167 -21,668 -5.62% Q4 2025 Feb 17, 2026
Moss Adams Wealth Advisors LLC History Reduced 361,379 16,048 1.16% 1.28% 168 -22,791 -5.93% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Added to 357,300 15,867 0.07% 0.06% 169 +46,994 15.14% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 349,607 15,526 1.23% 1.04% 170 +57,320 19.61% Q4 2025 Feb 04, 2026
Plante Moran Financial Advisors, LLC History Reduced 349,598 15,525 0.98% 0.96% 171 -8,486 -2.37% Q4 2025 Feb 05, 2026
SEEDS INVESTOR LLC History Added to 349,515 15,521 2.98% 2.81% 172 +38,552 12.4% Q4 2025 Jan 27, 2026
SCS Capital Management LLC History No change 349,062 15,501 0.16% 0.16% 173 0 0.0% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 342,022 15,189 0.06% 0.06% 174 -5,550 -1.6% Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Added to 333,823 14,824 0.06% 0.06% 175 +22,875 7.36% Q4 2025 Feb 12, 2026
INVENIO WEALTH PARTNERS LLC History Reduced 333,280 14,800 5.5% 5.43% 176 -15,195 -4.36% Q4 2025 Feb 13, 2026
Probity Advisors, Inc. History Added to 331,650 14,728 2.36% 2.23% 177 +9,807 3.05% Q4 2025 Jan 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 327,354 14,537 0.36% 0.39% 178 -27,008 -7.62% Q4 2025 Feb 09, 2026
Gibbs Wealth Management History Reduced 315,518 14,479 3.5% 3.17% 179 -12,422 -3.79% Q4 2025 Jan 23, 2026
Strategic Financial Partners, Ltd. History Added to 324,656 14,418 6.24% 6.25% 180 +5,494 1.72% Q4 2025 Feb 11, 2026
Gradient Capital Advisors, LLC History Reduced 321,999 14,299 3.69% 3.84% 181 -12,842 -3.84% Q4 2025 Feb 06, 2026
Millington Financial Advisors, LLC History Added to 291,705 13,955 6.18% 4.27% 182 +85,388 41.39% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Reduced 311,809 13,847 0.08% 0.08% 183 -51,191 -14.1% Q4 2025 Jan 29, 2026
O'Connor Financial Group LLC History Reduced 290,400 13,573 5.41% 5.26% 184 -2,609 -0.89% Q4 2025 Jan 26, 2026
Sanchez Wealth Management Group History Added to 302,504 13,434 2.87% 1.85% 185 +108,256 55.73% Q4 2025 Feb 04, 2026
Aspire Private Capital, LLC History Added to 300,216 13,332 2.97% 1.34% 186 +149,109 98.68% Q4 2025 Jan 16, 2026
DORVAL Corp History Added to 300,148 13,329 4.25% 4.21% 187 +3,015 1.01% Q4 2025 Jan 26, 2026
Clear Retirement Advice LLC History New 279,687 13,271 10.32% — 188 +279,687 New Q4 2025 Feb 24, 2026
Partners in Financial Planning History Added to 290,406 12,896 2.18% 2.12% 189 +3,879 1.35% Q4 2025 Feb 02, 2026
Cornerstone Wealth Management, LLC History Added to 289,284 12,847 0.67% 0.63% 190 +23,086 8.67% Q4 2025 Feb 05, 2026
Aquire Wealth Advisors, LLC History Reduced 288,204 12,799 3.33% 3.14% 191 -10,118 -3.39% Q4 2025 Jan 07, 2026
Cascade Financial Partners, LLC History Reduced 287,779 12,780 1.3% 1.42% 192 -2,313 -0.8% Q4 2025 Feb 06, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 287,155 12,752 2.83% 8.76% 193 -605,040 -67.81% Q4 2025 Jan 13, 2026
Certified Advisory Corp History Reduced 284,641 12,640 1.15% 1.35% 194 -47,398 -14.27% Q4 2025 Jan 12, 2026
Sage Advisory Services, Ltd.Co. History Added to 283,259 12,580 6.85% 4.28% 195 +92,651 48.61% Q4 2025 Jan 28, 2026
Roble, Belko & Company, Inc History Added to 276,274 12,269 1.61% 1.59% 196 +1,490 0.54% Q4 2025 Jan 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 275,440 12,232 0.15% 0.1% 197 +63,885 30.2% Q4 2025 Feb 11, 2026
Boltwood Capital Management History Reduced 275,270 12,224 3.18% 3.15% 198 -1,355 -0.49% Q4 2025 Jan 02, 2026
HORIZON FINANCIAL SERVICES, LLC History Reduced 274,991 12,212 5.56% 5.65% 199 -2,020 -0.73% Q4 2025 Jan 12, 2026
FMR LLC History Added to 271,428 12,054 0.0% 0.0% 200 +19,467 7.73% Q4 2025 Feb 17, 2026
Tortoise Investment Management, LLC History Added to 270,291 12,003 1.05% 0.94% 201 +24,010 9.75% Q4 2025 Feb 06, 2026
Signal Advisors Wealth, LLC History Added to 268,205 11,910 0.95% 0.82% 202 +57,382 27.22% Q4 2025 Jan 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 267,380 11,874 0.16% 0.12% 203 +117,347 78.21% Q4 2025 Feb 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 262,486 11,657 0.22% 0.22% 204 +6,073 2.37% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 260,986 11,590 0.24% 0.22% 205 +34,084 15.02% Q4 2025 Feb 09, 2026
BCS Wealth Management History Added to 260,348 11,561 1.17% 1.25% 206 +131,028 101.32% Q4 2025 Jan 26, 2026
Modera Wealth Management, LLC History Added to 260,131 11,552 0.13% 0.13% 207 +898 0.35% Q4 2025 Jan 21, 2026
Kagan Cocozza Asset Management History Added to 258,898 11,497 8.18% 8.19% 208 +6,211 2.46% Q4 2025 Jan 23, 2026
CITIGROUP INC History Reduced 255,965 11,367 0.01% 0.0% 209 -47 -0.02% Q4 2025 Feb 13, 2026
Macco Financial Group, Inc. History New 253,511 11,258 9.68% — 210 +253,511 New Q4 2025 Feb 24, 2026
&PARTNERS History Added to 251,063 11,149 0.06% 0.02% 211 +182,996 268.85% Q4 2025 Feb 17, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 247,876 11,008 1.23% 1.25% 212 -4,297 -1.7% Q4 2025 Jan 08, 2026
Empowered Funds, LLC History Added to 246,417 10,943 0.19% 0.09% 213 +42,444 20.81% Q4 2025 Feb 18, 2026
Collaborative Wealth Managment Inc. History Added to 243,839 10,828 3.82% 3.71% 214 +29,756 13.9% Q4 2025 Feb 09, 2026
Brookstone Capital Management History Reduced 242,401 10,765 0.12% 0.13% 215 -13,815 -5.39% Q4 2025 Jan 15, 2026
Rosenberg Matthew Hamilton History Added to 240,776 10,692 2.21% 2.22% 216 +319 0.13% Q4 2025 Jan 05, 2026
Amicus Financial Advisors, LLC History New 239,423 10,632 2.96% — 217 +239,423 New Q4 2025 Mar 02, 2026
Marathon Strategic Advisors, LLC History Reduced 239,399 10,631 8.12% 8.5% 218 -8,723 -3.52% Q4 2025 Feb 11, 2026
Lifestyle Asset Management, Inc. History Added to 238,786 10,604 3.45% 2.88% 219 +41,880 21.27% Q4 2025 Feb 11, 2026
Leslie Global Wealth, LLC History Added to 237,593 10,551 4.75% 4.66% 220 +5,274 2.27% Q4 2025 Feb 02, 2026
Financial Planning Fort Collins, LLC History New 237,065 10,528 9.24% — 221 +237,065 New Q4 2025 Feb 18, 2026
GREAT LAKES ADVISORS, LLC History Reduced 237,009 10,525 0.09% 0.09% 222 -2,942 -1.23% Q4 2025 Feb 12, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 236,614 10,508 0.14% 0.15% 223 -6,863 -2.82% Q4 2025 Feb 10, 2026
Montz Harcus Wealth Management LLC History Added to 233,443 10,367 4.2% 4.19% 224 +9,166 4.09% Q4 2025 Jan 22, 2026
NovaPoint Capital, LLC History Added to 232,568 10,328 2.66% 2.38% 225 +5,620 2.48% Q4 2025 Jan 21, 2026
AE Wealth Management LLC History Added to 232,180 10,311 0.06% 0.06% 226 +29,031 14.29% Q4 2025 Jan 26, 2026
New England Capital Financial Advisors LLC History Added to 231,729 10,291 4.02% 4.07% 227 +7,671 3.42% Q4 2025 Feb 02, 2026
Partnership Wealth Management, LLC History Added to 228,798 10,160 7.31% 7.31% 228 +6,833 3.08% Q4 2025 Jan 09, 2026
Wrenne Financial Planning LLC History Reduced 225,893 10,031 4.08% 4.16% 229 -1,349 -0.59% Q4 2025 Feb 10, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 224,221 9,957 0.24% 0.24% 230 +122 0.05% Q4 2025 Feb 03, 2026
Security Financial Services, INC. History Added to 222,641 9,887 1.55% 1.5% 231 +6,335 2.93% Q4 2025 Jan 27, 2026
Fairfield University History Reduced 221,341 9,829 4.95% 6.28% 232 -74,774 -25.25% Q4 2025 Feb 12, 2026
PECAUT & CO. History Added to 219,357 9,741 3.14% 2.8% 233 +15,897 7.81% Q4 2025 Feb 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 218,941 9,723 0.46% 0.58% 234 -91,907 -29.57% Q4 2025 Jan 21, 2026
TPG Financial Advisors, LLC History Added to 218,151 9,688 3.23% 3.02% 235 +28,531 15.05% Q4 2025 Feb 06, 2026
Mutual Advisors, LLC History Added to 217,111 9,641 0.21% 0.2% 236 +8,446 4.05% Q4 2025 Feb 02, 2026
Collier Financial History Reduced 216,507 9,615 7.22% 7.27% 237 -9,487 -4.2% Q4 2025 Feb 12, 2026
Delta Wealth Advisors LLC History Added to 214,070 9,506 7.96% 5.51% 238 +49,409 30.01% Q4 2025 Jan 28, 2026
Truepoint, Inc. History Reduced 213,757 9,492 0.21% 0.22% 239 -2,581 -1.19% Q4 2025 Feb 11, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History Added to 212,533 9,438 6.27% 6.03% 240 +10,390 5.14% Q4 2025 Jan 08, 2026
NBC SECURITIES, INC. History Added to 211,599 9,397 0.7% 0.62% 241 +24,408 13.04% Q4 2025 Jan 29, 2026
LEGACY SOLUTIONS, LLC History Reduced 209,763 9,315 8.18% 8.17% 242 -2,611 -1.23% Q4 2025 Jan 14, 2026
Fort Point Capital Partners LLC History Added to 200,771 9,269 1.04% 0.98% 243 +5,925 3.04% Q4 2025 Feb 13, 2026
Valtinson Bruner Financial Planning LLC History Added to 207,706 9,224 2.65% 2.5% 244 +10,575 5.36% Q4 2025 Feb 09, 2026
Xena Financial Planning, LLC History New 207,277 9,205 10.81% — 245 +207,277 New Q4 2025 Jan 15, 2026
Simplicity Wealth,LLC History Reduced 206,296 9,161 0.55% 0.61% 246 -40,833 -16.52% Q4 2025 Jan 30, 2026
Brown Financial Advisory History Reduced 206,217 9,158 4.63% 4.93% 247 -13,965 -6.34% Q4 2025 Jan 29, 2026
Orin Green Financial, LLC History Added to 203,794 9,050 3.62% 3.48% 248 +398 0.2% Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Added to 200,356 8,897 0.41% 0.37% 249 +37,067 22.7% Q4 2025 Feb 05, 2026
Fortitude Financial, LLC History New 196,375 8,721 7.4% — 250 +196,375 New Q4 2025 Jan 27, 2026
ATLAS CAPITAL ADVISORS INC. History New 195,516 8,682 0.97% — 251 +195,516 New Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 195,486 8,682 0.53% 0.5% 252 +7,819 4.17% Q4 2025 Feb 13, 2026
WBH ADVISORY INC History Added to 194,936 8,657 0.64% 0.6% 253 +9,924 5.36% Q4 2025 Jan 26, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 193,969 8,614 0.13% 0.13% 254 -2,875 -1.46% Q4 2025 Jan 22, 2026
Ignite Planners, LLC History Reduced 183,304 8,611 1.32% 1.3% 255 -2,026 -1.09% Q4 2025 Feb 06, 2026
VERUS CAPITAL PARTNERS, LLC History New 193,727 8,603 0.54% — 256 +193,727 New Q4 2025 Feb 11, 2026
Independent Advisor Alliance History Added to 187,950 8,346 0.2% 0.17% 257 +36,381 24.0% Q4 2025 Feb 04, 2026
CSM Advisors, LLC History Added to 187,025 8,306 0.23% 0.2% 258 +17,592 10.38% Q4 2025 Feb 11, 2026
AIRE ADVISORS, LLC History Reduced 185,230 8,226 1.5% 1.48% 259 -4,979 -2.62% Q4 2025 Feb 17, 2026
PLANWISER FINANCIAL, LLC History Added to 172,894 7,989 5.98% 4.03% 260 +56,453 48.48% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Added to 180,315 7,965 0.7% 0.65% 261 +15,016 9.08% Q4 2025 Jan 28, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 179,339 7,964 0.01% 0.01% 262 +47,865 36.41% Q4 2025 Feb 18, 2026
YHB Investment Advisors, Inc. History Added to 178,474 7,926 0.55% 0.44% 263 +38,984 27.95% Q4 2025 Jan 16, 2026
Spartan Planning & Wealth Management History Reduced 178,116 7,910 5.84% 6.3% 264 -10,456 -5.54% Q4 2025 Jan 08, 2026
IFS Advisors, LLC History New 176,753 7,849 4.08% — 265 +176,753 New Q4 2025 Jan 09, 2026
Seven Springs Wealth Group, LLC History Reduced 176,501 7,838 2.24% 1.83% 266 -537 -0.3% Q4 2025 Feb 10, 2026
Venturi Wealth Management, LLC History No change 176,445 7,835 0.35% 0.35% 267 0 0.0% Q4 2025 Jan 22, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 176,084 7,819 5.46% 5.54% 268 +8,947 5.35% Q4 2025 Feb 11, 2026
BIP Wealth, LLC History Reduced 175,870 7,810 0.28% 0.39% 269 -7,677 -4.18% Q4 2025 Jan 21, 2026
RWA WEALTH PARTNERS, LLC History Reduced 173,563 7,707 0.08% 0.09% 270 -4,256 -2.39% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Added to 172,267 7,650 1.32% 1.24% 271 +17,022 10.96% Q4 2025 Feb 12, 2026
Bay Capital Advisors, LLC History Added to 171,941 7,635 4.66% 4.47% 272 +11,358 7.07% Q4 2025 Jan 16, 2026
Ironwood Wealth Management, LLC. History Reduced 170,954 7,592 2.23% 2.48% 273 -2,303 -1.33% Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History Added to 170,722 7,581 0.18% 0.14% 274 +38,210 28.84% Q4 2025 Feb 13, 2026
Optimist Retirement Group LLC History Reduced 167,999 7,460 3.42% 3.25% 275 -330 -0.2% Q4 2025 Feb 09, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 167,212 7,425 1.14% 1.09% 276 +7,891 4.95% Q4 2025 Jan 12, 2026
NOVEM GROUP History Added to 166,505 7,394 0.85% 0.82% 277 +3,030 1.85% Q4 2025 Jan 27, 2026
Diligent Investors, LLC History Reduced 165,200 7,336 1.8% 1.82% 278 -2,731 -1.63% Q4 2025 Jan 23, 2026
XML Financial, LLC History Reduced 161,830 7,186 0.59% 0.57% 279 -2,991 -1.81% Q4 2025 Feb 11, 2026
BayBridge Capital Group, LLC History Reduced 161,000 7,150 4.43% 4.56% 280 -5,972 -3.58% Q4 2025 Jan 16, 2026
Luken Investment Analytics, LLC History Added to 158,091 7,020 2.77% 2.63% 281 +645 0.41% Q4 2025 Feb 03, 2026
Aerodigm Wealth, LLC History Reduced 156,056 6,930 2.44% 2.95% 282 -6,720 -4.13% Q4 2025 Feb 06, 2026
Bensler, LLC History Added to 155,000 6,883 0.69% 0.6% 283 +20,412 15.17% Q4 2025 Feb 04, 2026
Cresset Asset Management, LLC History Reduced 153,774 6,829 0.03% 0.03% 284 -96 -0.06% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Reduced 153,037 6,796 0.1% 0.13% 285 -50,010 -24.63% Q4 2025 Feb 09, 2026
Oregon Pacific Wealth Management, LLC History Reduced 152,585 6,776 7.0% 5.67% 286 -650 -0.42% Q4 2025 Jan 16, 2026
Battery Global Advisors, LLC History No change 152,557 6,775 3.14% 3.07% 287 0 0.0% Q4 2025 Feb 13, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 152,003 6,750 1.9% 1.86% 288 +3,557 2.4% Q4 2025 Jan 23, 2026
Continuum Advisory, LLC History Reduced 151,589 6,732 0.67% 0.75% 289 -15,033 -9.02% Q4 2025 Feb 11, 2026
Insight Advisors, LLC/ PA History Added to 150,719 6,693 1.01% 0.98% 290 +1,291 0.86% Q4 2025 Feb 11, 2026
Avior Wealth Management, LLC History Reduced 150,066 6,664 0.21% 0.21% 291 -3,358 -2.19% Q4 2025 Jan 06, 2026
Gateway Wealth Partners, LLC History Added to 149,353 6,632 0.74% 0.68% 292 +31,079 26.28% Q4 2025 Feb 11, 2026
Fourth Dimension Wealth, LLC History Added to 146,525 6,507 2.37% 2.38% 293 +954 0.66% Q4 2025 Feb 04, 2026
Convergence Financial, LLC History Reduced 144,636 6,423 0.94% 1.13% 294 -31,811 -18.03% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 143,594 6,377 0.01% 0.0% 295 +102,941 253.22% Q4 2025 Feb 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 143,229 6,360 0.7% 0.69% 296 +1,116 0.79% Q4 2025 Jan 20, 2026
Raleigh Capital Management Inc. History Added to 142,944 6,348 2.3% 1.47% 297 +52,598 58.22% Q4 2025 Jan 21, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 141,850 6,299 0.25% 0.25% 298 -3,528 -2.43% Q4 2025 Feb 09, 2026
Sherman Wealth Management LLC History New 141,435 6,281 5.46% — 299 +141,435 New Q4 2025 Jan 15, 2026
Advisory Services Network, LLC History Added to 139,549 6,197 0.09% 0.03% 300 +93,256 201.45% Q4 2025 Feb 17, 2026
Vested Financial Planning, LLC History Added to 137,745 6,117 4.71% 4.48% 301 +8,584 6.65% Q4 2025 Jan 23, 2026
Red Wave Investments LLC History Added to 136,110 6,044 1.8% 1.74% 302 +3,497 2.64% Q4 2025 Feb 06, 2026
Schwallier Wealth Management LLC History Reduced 126,920 5,962 3.81% 3.59% 303 -7,607 -5.65% Q4 2025 Feb 11, 2026
Wilkins Miller Wealth Management, LLC History Reduced 133,947 5,948 3.54% 3.55% 304 -4 -0.0% Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 133,833 5,943 0.0% 0.0% 305 +33,367 33.21% Q4 2025 Feb 17, 2026
QP WEALTH MANAGEMENT, LLC History New 131,805 5,853 5.16% — 306 +131,805 New Q4 2025 Jan 07, 2026
Stratos Wealth Advisors, LLC History Reduced 131,436 5,837 0.28% 0.27% 307 -57 -0.04% Q4 2025 Jan 20, 2026
Yukon Wealth Management, Inc. History Added to 122,811 5,827 3.36% 1.61% 308 +7,979 6.95% Q4 2025 Feb 10, 2026
Hughes Financial Services, LLC History Reduced 130,451 5,793 0.91% 0.92% 309 -1,080 -0.82% Q4 2025 Feb 11, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 129,924 5,769 0.94% 0.96% 310 +1,515 1.18% Q4 2025 Feb 11, 2026
Symphony Financial, Ltd. Co. History Reduced 127,823 5,700 0.77% 0.67% 311 -732 -0.57% Q4 2025 Feb 11, 2026
Benchmark Financial, LLC History New 128,153 5,691 5.67% — 313 +128,153 New Q4 2025 Jan 27, 2026
Capital Analysts, LLC History Added to 128,150 5,691 0.17% 0.14% 312 +16,372 14.65% Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 127,505 5,662 0.03% 0.04% 314 -10,876 -7.86% Q4 2025 Feb 17, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 127,390 5,657 1.53% 1.64% 315 -2,487 -1.91% Q4 2025 Feb 09, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 124,122 5,512 1.75% 1.75% 316 -465 -0.37% Q4 2025 Feb 03, 2026
Montis Financial, LLC History Reduced 124,064 5,509 1.09% 1.26% 317 -4,038 -3.15% Q4 2025 Feb 11, 2026
Valpey Financial Services, LLC History Added to 124,004 5,507 3.52% 3.46% 318 +342 0.28% Q4 2025 Mar 04, 2026
Total Clarity Wealth Management, Inc. History Added to 122,651 5,446 1.32% 1.07% 319 +28,383 30.11% Q4 2025 Feb 02, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 122,357 5,433 0.0% 0.0% 320 +31,775 35.08% Q4 2025 Feb 17, 2026
WealthTrak Capital Management LLC History Reduced 121,596 5,400 3.87% 4.78% 321 -14,033 -10.35% Q4 2025 Feb 10, 2026
Occidental Asset Management, LLC History Reduced 121,246 5,384 0.65% 0.67% 322 -3,397 -2.73% Q4 2025 Jan 08, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 118,770 5,274 0.32% 0.32% 323 +1,177 1.0% Q4 2025 Feb 12, 2026
Breachway Investments LLC History New 116,503 5,173 5.46% — 324 +116,503 New Q4 2025 Jan 27, 2026
Integrity Wealth Solutions LLC History Added to 116,092 5,155 2.04% 2.17% 325 +2,195 1.93% Q4 2025 Feb 02, 2026
Smith Thornton Advisors LLC History Added to 115,654 5,136 2.61% 2.51% 326 +3,950 3.54% Q4 2025 Jan 14, 2026
Advisor OS, LLC History Added to 115,604 5,133 0.41% 0.3% 327 +34,022 41.7% Q4 2025 Feb 04, 2026
Towercrest Capital Management History Reduced 115,195 5,115 0.81% 0.81% 328 -3,051 -2.58% Q4 2025 Jan 21, 2026
Vertex Planning Partners, LLC History Reduced 114,648 5,091 1.18% 0.95% 329 -1,325 -1.14% Q4 2025 Feb 17, 2026
Heartwood Wealth Advisors LLC History No change 114,104 5,067 0.47% 0.46% 330 0 0.0% Q4 2025 Jan 12, 2026
Brown Financial Advisors History Reduced 113,902 5,058 1.85% 1.81% 331 -764 -0.67% Q4 2025 Feb 17, 2026
Tyche Wealth Partners LLC History Added to 113,458 5,038 0.8% 0.77% 332 +11,028 10.77% Q4 2025 Jan 23, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 112,330 4,988 1.51% 1.45% 333 -2,247 -1.96% Q4 2025 Feb 06, 2026
NWAM LLC History Added to 109,308 4,978 0.28% 0.25% 334 +3,884 3.68% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 111,994 4,973 1.34% 0.8% 335 +67,481 151.6% Q4 2025 Feb 09, 2026
CHOREO, LLC History Reduced 110,899 4,946 0.06% 0.07% 336 -6,568 -5.59% Q4 2025 Jan 23, 2026
International Private Wealth Advisors LLC History Added to 110,456 4,905 3.09% 2.54% 337 +16,036 16.98% Q4 2025 Jan 14, 2026
Hirtle Callaghan & Co LLC History Reduced 110,407 4,903 0.17% 0.17% 338 -2,992 -2.64% Q4 2025 Feb 04, 2026
Ervin Investment Management, LLC History Added to 109,553 4,865 2.73% 2.62% 339 +2,767 2.59% Q4 2025 Jan 23, 2026
Tranquilli Financial Advisor LLC History Reduced 109,326 4,855 2.82% 2.78% 340 -749 -0.68% Q4 2025 Jan 27, 2026
JANE STREET GROUP, LLC History New 108,156 4,803 0.0% — 341 +108,156 New Q4 2025 Feb 12, 2026
Visionary Wealth Advisors History Added to 107,290 4,764 0.21% 0.19% 342 +12,605 13.31% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 105,562 4,708 0.18% 0.27% 343 +4,585 4.54% Q4 2025 Feb 13, 2026
MidWestOne Financial Group, Inc. History Added to 105,611 4,690 0.52% 0.47% 344 +14,736 16.22% Q4 2025 Feb 12, 2026
Heritage Trust Co History Reduced 104,933 4,660 0.47% 0.5% 345 -4,686 -4.27% Q4 2025 Feb 10, 2026
DeDora Capital, Inc. History No change 104,837 4,655 1.1% 1.08% 346 0 0.0% Q4 2025 Jan 22, 2026
Vista Cima Wealth Management LLC History Added to 104,427 4,637 3.87% 3.65% 347 +1,963 1.92% Q4 2025 Feb 11, 2026
Balefire, LLC History Added to 103,155 4,581 0.89% 0.7% 348 +20,827 25.3% Q4 2025 Jan 12, 2026
Aspetuck Financial Management LLC History Added to 103,080 4,577 3.07% 2.96% 349 +1,949 1.93% Q4 2025 Feb 11, 2026
Trilogy Capital Inc. History Added to 102,750 4,563 0.2% 0.19% 350 +7,450 7.82% Q4 2025 Jan 22, 2026
Summit Financial, LLC History Reduced 102,495 4,551 0.07% 0.07% 351 -3,629 -3.42% Q4 2025 Feb 13, 2026
SYM FINANCIAL Corp History Added to 101,889 4,524 0.46% 0.32% 352 +32,736 47.34% Q4 2025 Feb 13, 2026
rebel Financial LLC History New 101,204 4,494 1.92% — 353 +101,204 New Q4 2025 Mar 27, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 100,918 4,481 3.89% 4.09% 354 -15,103 -13.02% Q4 2025 Feb 05, 2026
Norway Savings Bank History Added to 100,527 4,464 2.06% 2.06% 355 +785 0.79% Q4 2025 Jan 08, 2026
Keener Financial Planning LLC History Reduced 100,463 4,461 1.93% 2.06% 356 -3,533 -3.4% Q4 2025 Jan 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 99,594 4,422 0.32% 0.33% 357 0 0.0% Q4 2025 Feb 09, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 98,175 4,359 0.52% 0.51% 358 +5,832 6.32% Q4 2025 Jan 26, 2026
Oxinas Partners, LLC History Added to 98,115 4,357 2.1% 2.18% 359 +3,106 3.27% Q4 2025 Jan 26, 2026
PAX Financial Group, LLC History Reduced 97,762 4,341 0.75% 0.83% 360 -9,301 -8.69% Q4 2025 Feb 05, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 95,651 4,247 1.22% 1.25% 361 +433 0.45% Q4 2025 Feb 10, 2026
Opes Wealth Management LLC History Added to 94,862 4,212 0.69% 0.69% 362 +1,558 1.67% Q4 2025 Feb 02, 2026
Financial Insights, Inc. History Reduced 93,872 4,168 1.4% 1.33% 363 -258 -0.27% Q4 2025 Mar 31, 2026
NOVUS ADVISORS, LLC History Added to 93,095 4,134 9.24% 7.61% 364 +15,659 20.22% Q4 2025 Feb 13, 2026
Range Financial Group LLC History Added to 92,721 4,117 1.42% 1.33% 365 +6,614 7.68% Q4 2025 Jan 15, 2026
HBW ADVISORY SERVICES LLC History Reduced 92,195 4,094 0.44% 0.47% 366 -5,118 -5.26% Q4 2025 Jan 23, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 91,925 4,082 1.32% 2.1% 368 +12,745 16.1% Q4 2025 Jan 22, 2026
Towerpoint Wealth, LLC History Reduced 91,932 4,082 1.62% 1.62% 367 -758 -0.82% Q4 2025 Jan 15, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 91,498 4,063 0.01% 0.01% 369 +3,429 3.89% Q4 2025 Feb 17, 2026
JRM Investment Counsel, LLC History Added to 90,103 4,001 1.16% 1.14% 370 +1,190 1.34% Q4 2025 Feb 12, 2026
Larson Financial Group LLC History Reduced 89,745 3,985 0.13% 0.15% 371 -7,793 -7.99% Q4 2025 Feb 06, 2026
Global Endowment Management, LP History Added to 89,674 3,983 0.5% 0.46% 372 +4,408 5.17% Q4 2025 Feb 13, 2026
Weitzel Financial Services, Inc. History Added to 88,646 3,982 1.54% 1.37% 373 +9,525 12.04% Q4 2025 Feb 03, 2026
EP Wealth Advisors, LLC History New 89,337 3,967 0.02% — 374 +89,337 New Q4 2025 Feb 18, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 87,991 3,907 0.61% 0.71% 375 -3,027 -3.33% Q4 2025 Feb 03, 2026
Venture Visionary Partners LLC History Reduced 87,773 3,898 0.13% 0.13% 376 -2,288 -2.54% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 87,595 3,890 0.17% 0.49% 377 -256,886 -74.57% Q4 2025 Feb 17, 2026
Alliance Wealth Management Group History Reduced 87,291 3,876 0.85% 0.86% 378 -3,345 -3.69% Q4 2025 Jan 21, 2026
YANKCOM Partnership History No change 86,755 3,852 1.64% 1.67% 379 0 0.0% Q4 2025 Jan 20, 2026
Steele Capital Management, Inc. History Added to 86,196 3,827 0.16% 0.16% 380 +348 0.41% Q4 2025 Jan 27, 2026
Koshinski Asset Management, Inc. History Reduced 85,590 3,801 0.24% 0.26% 381 -5,695 -6.24% Q4 2025 Feb 03, 2026
Northwest Wealth Advisors, LLC History New 85,281 3,787 2.95% — 382 +85,281 New Q4 2025 Feb 06, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 84,361 3,746 0.24% 0.24% 383 +155 0.18% Q4 2025 Jan 23, 2026
Legacy Wealth Partners, LLC History New 83,725 3,718 0.96% — 384 +83,725 New Q4 2025 Feb 17, 2026
Cooksen Wealth, LLC History Reduced 81,950 3,639 2.66% 2.62% 385 -209 -0.25% Q4 2025 Jan 20, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 81,859 3,635 0.98% 0.97% 386 +899 1.11% Q4 2025 Jan 13, 2026
CABOT WEALTH MANAGEMENT INC History Added to 81,848 3,634 0.4% 0.37% 387 +4,783 6.21% Q4 2025 Feb 03, 2026
Gladstone Institutional Advisory LLC History Added to 81,656 3,626 0.14% 0.12% 388 +7,044 9.44% Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History No change 81,222 3,607 0.18% 0.18% 389 0 0.0% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Reduced 80,371 3,569 0.31% 0.33% 390 -6,947 -7.96% Q4 2025 Jan 26, 2026
BROWN ADVISORY INC History Added to 79,860 3,546 0.0% 0.0% 391 +24,238 43.58% Q4 2025 Feb 13, 2026
UNIVEST FINANCIAL Corp History Reduced 79,792 3,543 0.19% 0.21% 392 -6,407 -7.43% Q4 2025 Feb 04, 2026
OPTIMA CAPITAL LLC History New 79,184 3,516 1.52% — 393 +79,184 New Q4 2025 Jan 23, 2026
PUFF WEALTH MANAGEMENT, LLC History Added to 77,866 3,498 4.52% 4.16% 395 +13,910 21.75% Q4 2025 Jan 07, 2026
G&S Capital LLC History Added to 78,785 3,498 1.24% 1.18% 394 +4,046 5.41% Q4 2025 Jan 28, 2026
NBT BANK N A /NY History Reduced 78,186 3,488 0.23% 0.22% 396 -414 -0.53% Q4 2025 Jan 23, 2026
Global Financial Private Client, LLC History Added to 78,099 3,468 1.22% 0.92% 397 +17,676 29.25% Q4 2025 Jan 27, 2026
SOL Capital Management CO History Added to 77,850 3,457 0.31% 0.27% 398 +6,308 8.82% Q4 2025 Jan 30, 2026
Paladin Wealth, LLC History Added to 77,833 3,456 2.36% 2.05% 399 +11,725 17.74% Q4 2025 Jan 15, 2026
Quent Capital, LLC History Added to 77,757 3,453 0.25% 0.28% 400 +679 0.88% Q4 2025 Jan 29, 2026
Downshift Financial, LLC History New 73,221 3,427 2.11% — 401 +73,221 New Q4 2025 Mar 11, 2026
Idaho Trust Co History Reduced 77,042 3,420 1.13% 1.26% 402 -10,348 -11.84% Q4 2025 Feb 05, 2026
Equita Financial Network, Inc. History Added to 76,798 3,410 1.03% 1.11% 403 +28 0.04% Q4 2025 Jan 29, 2026
American Investment Services, Inc. History Reduced 76,172 3,382 0.78% 0.82% 404 -3,956 -4.94% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 76,151 3,381 0.04% 0.04% 405 +18,369 31.79% Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History Added to 75,868 3,369 0.08% 0.08% 406 +6,428 9.26% Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History Reduced 75,465 3,351 0.06% 0.06% 407 -5,318 -6.58% Q4 2025 Feb 11, 2026
World Investment Advisors History Added to 75,207 3,339 0.05% 0.02% 408 +57,060 314.43% Q4 2025 Mar 12, 2026
BLAIR WILLIAM & CO/IL History Added to 74,507 3,308 0.01% 0.01% 409 +6,799 10.04% Q4 2025 Feb 17, 2026
Virtue Capital Management, LLC History Added to 73,092 3,284 0.51% 0.27% 410 +52,145 248.94% Q4 2025 Feb 18, 2026
SkyOak Wealth, LLC History Added to 73,878 3,280 0.59% 0.6% 411 +85 0.12% Q4 2025 Feb 05, 2026
One Capital Management, LLC History Added to 73,176 3,249 0.1% 0.08% 412 +16,550 29.23% Q4 2025 Feb 10, 2026
21 West Wealth Management LLC History Added to 73,021 3,242 2.96% 2.94% 413 +568 0.78% Q4 2025 Jan 13, 2026
WLTH Capital Management, LLC History New 65,443 3,194 2.47% — 414 +65,443 New Q4 2025 Feb 24, 2026
VISTA INVESTMENT MANAGEMENT History Added to 71,619 3,180 1.05% 0.97% 415 +6,860 10.59% Q4 2025 Feb 17, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 71,467 3,173 0.5% 0.6% 416 -13,141 -15.53% Q4 2025 Jan 14, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 70,878 3,147 2.05% 2.02% 417 -713 -1.0% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 70,602 3,135 0.04% 0.04% 418 -2,486 -3.4% Q4 2025 Jan 21, 2026
Summit Trail Advisors, LLC History Added to 69,571 3,089 0.05% 0.04% 419 +6,512 10.33% Q4 2025 Feb 17, 2026
Mattson Financial Services, LLC History Reduced 69,162 3,071 0.72% 0.76% 420 -4,990 -6.73% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 68,553 3,044 0.03% 0.03% 421 -8,137 -10.61% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Reduced 68,479 3,041 0.3% 0.3% 422 -881 -1.27% Q4 2025 Jan 13, 2026
Life Planning Partners, Inc History Reduced 68,210 3,029 2.32% 2.7% 423 -18,226 -21.09% Q4 2025 Jan 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 68,092 3,023 0.0% 0.0% 424 +9,088 15.4% Q4 2025 Feb 06, 2026
Carroll Advisory Group, LLC History New 67,095 2,979 1.29% — 425 +67,095 New Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History Added to 66,518 2,954 0.1% 0.08% 426 +23,653 55.18% Q4 2025 Jan 20, 2026
JFS WEALTH ADVISORS, LLC History Reduced 65,961 2,929 0.17% 0.17% 427 -853 -1.28% Q4 2025 Jan 14, 2026
PCG Wealth Advisors, LLC History Added to 65,692 2,917 0.83% 0.69% 428 +10,308 18.61% Q4 2025 Feb 05, 2026
Lunt Capital Management, Inc. History Reduced 64,288 2,855 1.07% 1.08% 429 -1,560 -2.37% Q4 2025 Jan 23, 2026
Trinity Wealth Management, LLC History Added to 63,640 2,826 1.04% 0.94% 430 +5,324 9.13% Q4 2025 Jan 15, 2026
SIMON QUICK ADVISORS, LLC History Reduced 63,037 2,799 0.12% 0.14% 431 -8,732 -12.17% Q4 2025 Jan 29, 2026
Ascent Group, LLC History Added to 62,576 2,779 0.1% 0.08% 432 +8,188 15.05% Q4 2025 Jan 20, 2026
Columbia River Financial Group, LLC History Added to 62,273 2,765 1.7% 1.64% 433 +1,700 2.81% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 61,827 2,745 0.1% 0.1% 434 +1,765 2.94% Q4 2025 Jan 21, 2026
Glen Eagle Advisors, LLC History Reduced 61,678 2,739 0.37% 0.37% 435 -459 -0.74% Q4 2025 Feb 13, 2026
ABLE Financial Group, LLC History Reduced 61,070 2,712 0.55% 0.57% 436 -50 -0.08% Q4 2025 Jan 23, 2026
Baron Financial Group, LLC History Reduced 60,898 2,704 1.45% 1.44% 437 -670 -1.09% Q4 2025 Jan 09, 2026
Sharkey, Howes & Javer History Added to 60,748 2,697 0.34% 0.11% 438 +41,477 215.23% Q4 2025 Jan 13, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 58,053 2,679 0.18% 0.21% 439 -5,703 -8.95% Q4 2025 Feb 13, 2026
Forefront Wealth Partners, LLC History Added to 60,295 2,677 1.27% 0.52% 440 +11,681 24.03% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Reduced 60,080 2,668 0.05% 0.08% 441 -40,237 -40.11% Q4 2025 Feb 17, 2026
FF Advisors,LLC History Reduced 59,813 2,656 1.18% 1.23% 442 -315 -0.52% Q4 2025 Feb 13, 2026
Breakwater Investment Management History Reduced 59,773 2,654 0.96% 0.95% 443 -139 -0.23% Q4 2025 Feb 02, 2026
Landmark Wealth Management, LLC History Reduced 59,481 2,641 1.01% 1.04% 444 -1,664 -2.72% Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Added to 58,785 2,610 0.08% 0.08% 445 +131 0.22% Q4 2025 Feb 19, 2026
Chicago Capital, LLC History Added to 58,000 2,575 0.06% 0.02% 446 +38,000 190.0% Q4 2025 Jan 26, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 57,846 2,568 0.77% 0.79% 447 -348 -0.6% Q4 2025 Jan 23, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 57,563 2,556 0.23% 0.25% 448 -5 -0.01% Q4 2025 Jan 30, 2026
Livet Wealth, LLC History New 56,930 2,528 1.56% — 449 +56,930 New Q4 2025 Feb 13, 2026
Opus Capital Group, LLC History Reduced 56,649 2,516 0.27% 0.27% 450 -132 -0.23% Q4 2025 Jan 30, 2026
Janney Montgomery Scott LLC History Added to 55,756 2,476 0.01% 0.0% 451 +26,117 88.12% Q4 2025 Feb 11, 2026
FIRST MANHATTAN CO. LLC. History Added to 55,118 2,447 0.01% 0.01% 452 +10,176 22.64% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 54,891 2,437 0.04% 0.01% 453 +35,434 182.11% Q4 2025 Feb 12, 2026
Perennial Investment Advisors, LLC History Reduced 53,724 2,385 0.19% 0.19% 454 -64 -0.12% Q4 2025 Feb 17, 2026
United Asset Strategies, Inc. History Reduced 53,688 2,384 0.18% 0.18% 455 -59 -0.11% Q4 2025 Jan 28, 2026
AdvisorNet Financial, Inc History Added to 53,547 2,378 0.13% 0.13% 456 +849 1.61% Q4 2025 Jan 20, 2026
Financial Connections Group, Inc. History Added to 53,169 2,361 0.81% 0.88% 457 +236 0.45% Q4 2025 Jan 23, 2026
Clear Creek Financial Management, LLC History Added to 53,147 2,360 0.19% 0.12% 458 +20,988 65.26% Q4 2025 Jan 23, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 53,117 2,358 0.51% 0.66% 459 -12,960 -19.61% Q4 2025 Feb 02, 2026
Rockbridge Investment Management, LCC History Reduced 52,544 2,333 0.22% 0.23% 460 -991 -1.85% Q4 2025 Feb 04, 2026
Andrews Advisory Associates, LLC History New 52,127 2,314 1.23% — 461 +52,127 New Q4 2025 Feb 18, 2026
NewEdge Wealth, LLC History Added to 52,036 2,310 0.03% 0.03% 462 +9 0.02% Q4 2025 Feb 03, 2026
BYRNE FINANCIAL FREEDOM, LLC History Reduced 51,595 2,291 1.05% 1.11% 463 -664 -1.27% Q4 2025 Feb 04, 2026
Gainplan LLC History Added to 51,199 2,273 0.85% 0.91% 464 +977 1.95% Q4 2025 Jan 23, 2026
Tilson Financial Group, Inc. History Reduced 51,173 2,272 0.7% 0.72% 465 -210 -0.41% Q4 2025 Feb 05, 2026
LOCKERMAN FINANCIAL GROUP, INC. History Added to 50,591 2,246 4.31% 2.04% 466 +12,681 33.45% Q4 2025 Jan 21, 2026
Financial Network Wealth Advisors LLC History Added to 49,852 2,213 2.31% 2.23% 467 +2,194 4.6% Q4 2025 Feb 13, 2026
StoneX Group Inc. History Added to 49,487 2,205 0.1% 0.09% 468 +843 1.73% Q4 2025 Feb 12, 2026
Wedmont Private Capital History Added to 48,358 2,197 0.08% 0.07% 469 +5,495 12.82% Q4 2025 Jan 08, 2026
Bell Bank History Added to 49,351 2,191 0.09% 0.06% 470 +19,033 62.78% Q4 2025 Jan 14, 2026
Zhang Financial LLC History Reduced 49,049 2,178 0.08% 0.09% 471 -478 -0.97% Q4 2025 Feb 10, 2026
ACT Advisors, LLC. History Reduced 48,922 2,172 0.86% 0.87% 472 -1,348 -2.68% Q4 2025 Jan 14, 2026
Worth Financial Advisory Group, LLC History Added to 48,642 2,160 1.05% 1.14% 473 +1,264 2.67% Q4 2025 Jan 16, 2026
Sherman Asset Management, Inc. History Reduced 48,370 2,148 1.82% 1.84% 474 -1,391 -2.8% Q4 2025 Feb 05, 2026
Maridea Wealth Management LLC History Added to 48,309 2,145 0.32% 0.31% 475 +2,241 4.86% Q4 2025 Jan 08, 2026
Private Wealth Group, LLC History Added to 47,908 2,127 1.02% 1.0% 476 +993 2.12% Q4 2025 Jan 12, 2026
Rehmann Capital Advisory Group History Added to 47,441 2,106 0.11% 0.11% 477 +1,990 4.38% Q4 2025 Mar 04, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 47,365 2,103 0.47% 0.41% 478 +7,967 20.22% Q4 2025 Jan 09, 2026
INVESTMENT PARTNERS, LTD. History Reduced 47,329 2,101 0.74% 0.82% 479 -7,069 -12.99% Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History No change 47,171 2,094 0.11% 0.12% 480 0 0.0% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 47,100 2,091 0.01% 0.01% 481 +5,448 13.08% Q4 2025 Feb 11, 2026
Outlook Wealth Advisors, LLC History Added to 46,648 2,071 0.47% 0.41% 482 +8,327 21.73% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Added to 43,782 2,063 0.42% 0.4% 483 +2,564 6.22% Q4 2025 Feb 03, 2026
Comprehensive Money Management Services LLC History Reduced 46,192 2,051 1.41% 1.4% 484 -110 -0.24% Q4 2025 Jan 22, 2026
Stablepoint Partners, LLC History Added to 45,768 2,032 0.32% 0.3% 485 +1,484 3.35% Q4 2025 Jan 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 45,743 2,031 0.11% 0.09% 486 +10,111 28.38% Q4 2025 Feb 04, 2026
Caitlin John, LLC History Reduced 45,070 2,001 1.31% 1.69% 487 -11,649 -20.54% Q4 2025 Feb 18, 2026
Capital Planning Advisors, LLC History Added to 45,020 1,999 0.27% 0.25% 488 +1,625 3.74% Q4 2025 Feb 17, 2026
Gambit Capital Management, LLC History New 44,545 1,978 1.41% — 489 +44,545 New Q4 2025 Feb 06, 2026
STEVENS CAPITAL PARTNERS History Added to 44,481 1,975 0.52% 0.52% 490 +3,863 9.51% Q4 2025 Jan 27, 2026
Legacy Private Trust Co. History Reduced 44,468 1,974 0.12% 0.11% 491 -619 -1.37% Q4 2025 Jan 08, 2026
IRON Financial LLC History Reduced 43,972 1,952 0.9% 0.94% 492 -2,081 -4.52% Q4 2025 Jan 22, 2026
SNS Financial Group, LLC History No change 43,537 1,933 0.17% 0.16% 493 0 0.0% Q4 2025 Feb 02, 2026
FIFTH THIRD BANCORP History Added to 42,890 1,904 0.01% 0.0% 494 +6,368 17.44% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History Added to 42,079 1,868 0.03% 0.03% 495 +428 1.03% Q4 2025 Jan 22, 2026
MCF Advisors LLC History Reduced 41,315 1,834 0.1% 0.11% 496 -186 -0.45% Q4 2025 Feb 11, 2026
Tempus Wealth Planning, LLC History Added to 41,235 1,831 0.42% 0.4% 497 +899 2.23% Q4 2025 Jan 16, 2026
McNaughton Wealth Management, LLC History Added to 40,987 1,820 0.75% 0.7% 498 +1,938 4.96% Q4 2025 Jan 12, 2026
Krilogy Financial LLC History Added to 38,279 1,796 0.06% 0.06% 499 +207 0.54% Q4 2025 Jan 27, 2026
Wealthspire Retirement, LLC History Reduced 40,396 1,793 0.11% 0.12% 500 -3,738 -8.47% Q4 2025 Feb 18, 2026
Enclave Advisors LLC History Added to 40,068 1,779 0.25% 0.2% 501 +8,870 28.43% Q4 2025 Jan 14, 2026
McKinley Carter Wealth Services, Inc. History Reduced 40,045 1,778 0.1% 0.13% 502 -16,717 -29.45% Q4 2025 Feb 06, 2026
PW ADVISORS, LLC \ FL History New 39,756 1,765 1.42% — 503 +39,756 New Q4 2025 Feb 17, 2026
Clarkston Capital Partners, LLC History No change 39,500 1,754 0.04% 0.04% 504 0 0.0% Q4 2025 Feb 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 39,263 1,743 0.19% 0.39% 505 -41,497 -51.38% Q4 2025 Jan 28, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 39,094 1,736 0.01% 0.01% 506 +2,137 5.78% Q4 2025 Feb 12, 2026
Bill Few Associates, Inc. History Added to 38,801 1,723 0.42% 0.4% 507 +2,558 7.06% Q4 2025 Jan 12, 2026
Vise Technologies, Inc. History Added to 37,480 1,664 0.03% 0.03% 508 +16,139 75.62% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Added to 37,459 1,663 0.0% 0.0% 509 +1,107 3.05% Q4 2025 Feb 13, 2026
Fullerton Advisors, LLC History New 37,418 1,661 1.66% — 510 +37,418 New Q4 2025 Feb 02, 2026
Barnes Wealth Management Group, Inc History Reduced 37,020 1,644 0.88% 0.91% 511 -1,790 -4.61% Q4 2025 Feb 24, 2026
Hibernia Wealth Partners, LLC History Added to 36,713 1,630 0.49% 0.52% 512 +17,904 95.19% Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Reduced 36,631 1,626 0.02% 0.02% 513 -382 -1.03% Q4 2025 Feb 02, 2026
Wealthcare Capital Partners, LLC History Added to 36,480 1,620 0.76% 0.7% 514 +1,007 2.84% Q4 2025 Jan 14, 2026
Vericrest Private Wealth History New 36,372 1,615 1.44% — 515 +36,372 New Q4 2025 Mar 12, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 36,004 1,598 0.7% 0.68% 516 +1,599 4.65% Q4 2025 Jan 29, 2026
Blue Capital, Inc. History Reduced 35,954 1,596 1.14% 1.2% 517 -1,724 -4.58% Q4 2025 Feb 23, 2026
Detalus Advisors, LLC History Added to 35,615 1,581 0.39% 0.32% 519 +6,740 23.34% Q4 2025 Feb 03, 2026
USAdvisors Wealth Management, LLC History Reduced 35,611 1,581 0.52% 0.53% 518 -234 -0.65% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Added to 35,377 1,571 0.0% 0.0% 520 +2,002 6.0% Q4 2025 Feb 17, 2026
True North Advisors, LLC History New 35,286 1,567 0.2% — 521 +35,286 New Q4 2025 Jan 22, 2026
BECKER CAPITAL MANAGEMENT INC History New 35,138 1,560 0.04% — 522 +35,138 New Q4 2025 Feb 13, 2026
Laurel Wealth Planning LLC History Reduced 35,020 1,555 0.86% 0.83% 523 -1,626 -4.44% Q4 2025 Jan 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 34,914 1,550 0.05% 0.06% 524 -3,709 -9.6% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Reduced 34,913 1,550 0.2% 0.2% 525 -720 -2.02% Q4 2025 Jan 23, 2026
Meridian Wealth Management, LLC History Reduced 34,868 1,548 0.05% 0.06% 526 -764 -2.14% Q4 2025 Feb 04, 2026
BALLAST ADVISORS LLC History Reduced 34,840 1,547 0.43% 0.42% 527 -714 -2.01% Q4 2025 Feb 03, 2026
WealthPoint Financial, LLC History New 34,533 1,533 1.33% — 528 +34,533 New Q4 2025 Feb 19, 2026
Goldstein Advisors, LLC History Reduced 34,508 1,532 0.17% 0.21% 529 -6,632 -16.12% Q4 2025 Feb 10, 2026
Qube Research & Technologies Ltd History Added to 34,417 1,528 0.0% 0.0% 530 +33,199 2725.7% Q4 2025 Feb 17, 2026
COURIER CAPITAL LLC History Reduced 33,970 1,508 0.08% 0.09% 531 -3,566 -9.5% Q4 2025 Jan 29, 2026
Black Diamond Financial, LLC History Added to 33,872 1,504 0.16% 0.15% 532 +2,531 8.08% Q4 2025 Feb 03, 2026
Realta Investment Advisors History Added to 33,702 1,496 0.49% 0.45% 533 +2,214 7.03% Q4 2025 Jan 20, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 33,639 1,493 0.11% 0.06% 534 +14,262 73.6% Q4 2025 Jan 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History Added to 33,256 1,476 0.77% 0.66% 536 +5,659 20.51% Q4 2025 Jan 29, 2026
FreeGulliver LLC History Reduced 33,256 1,476 0.54% 0.64% 535 -404 -1.2% Q4 2025 Feb 12, 2026
TKG Advisors, LLC History Reduced 33,170 1,473 0.59% 0.61% 537 -318 -0.95% Q4 2025 Jan 29, 2026
Pinnacle Family Advisors, LLC History Reduced 33,040 1,467 0.65% 1.43% 538 -43,493 -56.83% Q4 2025 Feb 17, 2026
DRAVO BAY LLC History Reduced 33,053 1,467 0.61% 0.63% 539 -94 -0.28% Q4 2025 Jan 27, 2026
Legacy Edge Advisors, LLC History New 32,613 1,448 0.16% — 540 +32,613 New Q4 2025 Feb 02, 2026
Altrius Capital Management Inc History Added to 32,179 1,429 0.3% 0.3% 541 +1,497 4.88% Q4 2025 Feb 02, 2026
Triad Wealth Partners, LLC History Reduced 32,148 1,427 0.14% 0.19% 542 -2,153 -6.28% Q4 2025 Jan 22, 2026
Sterling Wealth Management, Inc. History Reduced 31,918 1,417 0.4% 0.44% 543 -1,805 -5.35% Q4 2025 Feb 17, 2026
CALTON & ASSOCIATES, INC. History Reduced 31,896 1,416 0.21% 0.21% 544 -508 -1.57% Q4 2025 Feb 10, 2026
Balboa Wealth Partners History Added to 31,543 1,400 0.23% 0.17% 546 +8,890 39.24% Q4 2025 Jan 16, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 31,535 1,400 0.33% 0.32% 545 +1,165 3.84% Q4 2025 Jan 26, 2026
GERMAN AMERICAN BANCORP, INC. History No change 31,453 1,396 0.12% 0.12% 547 0 0.0% Q4 2025 Feb 17, 2026
Peirce Capital Management, LLC History No change 31,302 1,390 0.55% 0.56% 548 0 0.0% Q4 2025 Feb 06, 2026
TFB Advisors LLC History Added to 30,630 1,360 0.38% 0.38% 549 +241 0.79% Q4 2025 Feb 13, 2026
CORDA Investment Management, LLC. History Added to 30,460 1,352 0.1% 0.08% 550 +2,216 7.85% Q4 2025 Feb 03, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 30,419 1,350 0.09% 0.09% 551 -1,426 -4.48% Q4 2025 Jan 26, 2026
Kraft, Davis & Associates, LLC History Added to 29,389 1,348 0.3% 0.29% 552 +1,854 6.73% Q4 2025 Jan 14, 2026
Paladin Advisory Group, LLC History Reduced 30,316 1,346 0.98% 1.71% 553 -20,822 -40.72% Q4 2025 Jan 21, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 30,292 1,345 0.49% 0.44% 554 +4,821 18.93% Q4 2025 Jan 26, 2026
Golden State Wealth Management, LLC History Added to 30,084 1,336 0.14% 0.13% 555 +1,951 6.93% Q4 2025 Feb 13, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 29,731 1,320 0.05% 0.06% 556 -1,031 -3.35% Q4 2025 Feb 13, 2026
River Street Advisors LLC History Added to 29,471 1,308 0.49% 0.46% 557 +1,628 5.85% Q4 2025 Jan 26, 2026
Keystone Wealth Services, LLC History Reduced 29,318 1,302 0.27% 0.28% 558 -764 -2.54% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Added to 28,599 1,270 0.08% 0.05% 559 +5,039 21.39% Q4 2025 Feb 17, 2026
LWM Advisory Services, LLC History Added to 28,106 1,248 0.73% 0.59% 560 +4,537 19.25% Q4 2025 Feb 12, 2026
Seaside Wealth Management, Inc. History Added to 27,878 1,238 0.35% 0.35% 562 +374 1.36% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 27,889 1,238 0.03% 0.03% 561 +239 0.86% Q4 2025 Feb 03, 2026
Narus Financial Partners, LLC History Added to 27,824 1,235 0.34% 0.32% 563 +307 1.12% Q4 2025 Feb 09, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 27,679 1,229 0.22% 0.21% 564 -351 -1.25% Q4 2025 Jan 14, 2026
FIRST TRUST ADVISORS LP History Added to 27,619 1,226 0.0% 0.0% 565 +494 1.82% Q4 2025 Feb 13, 2026
Seneca Financial Advisors LLC History Added to 27,609 1,226 0.37% 0.38% 566 +477 1.76% Q4 2025 Jan 26, 2026
Brand Asset Management Group, Inc. History Added to 27,558 1,223 0.34% 0.33% 568 +75 0.27% Q4 2025 Feb 11, 2026
BANK OF HAWAII History No change 27,549 1,223 0.06% 0.06% 567 0 0.0% Q4 2025 Mar 03, 2026
Keystone Financial Group History Added to 27,274 1,211 0.09% 0.09% 569 +663 2.49% Q4 2025 Feb 06, 2026
CoreCap Advisors, LLC History Added to 27,156 1,205 0.04% 0.04% 570 +275 1.02% Q4 2025 Jan 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 26,923 1,195 0.02% 0.02% 571 -321 -1.18% Q4 2025 Feb 09, 2026
MGB Wealth Management, LLC History Added to 26,865 1,193 0.34% 0.3% 572 +1,915 7.68% Q4 2025 Feb 17, 2026
Tannin Capital LLC History New 26,718 1,186 1.06% — 573 +26,718 New Q4 2025 Feb 17, 2026
MidAtlantic Capital Management, Inc. History Added to 26,615 1,181 0.76% 0.78% 574 +15 0.06% Q4 2025 Feb 10, 2026
Great Diamond Partners, LLC History Reduced 26,098 1,159 0.22% 0.28% 575 -7,207 -21.64% Q4 2025 Feb 06, 2026
Fortis Group Advisors, LLC History Added to 24,405 1,145 0.19% 0.17% 576 +1,981 8.83% Q4 2025 Feb 06, 2026
WealthCare Investment Partners, LLC History Added to 25,319 1,137 0.33% 0.34% 577 +762 3.1% Q4 2025 Jan 06, 2026
Petersen Hastings Wealth Advisors Inc. History New 25,517 1,133 0.11% — 578 +25,517 New Q4 2025 Feb 11, 2026
M&T BANK CORP History Reduced 25,412 1,128 0.0% 0.0% 579 -2,858 -10.11% Q4 2025 Jan 30, 2026
FWG Investments, LLC. History Reduced 25,336 1,125 0.72% 0.75% 580 -210 -0.82% Q4 2025 Jan 28, 2026
U.S. Capital Wealth Advisors, LLC History Added to 25,088 1,114 0.03% 0.03% 581 +1,603 6.83% Q4 2025 Jan 23, 2026
BANK OF MONTREAL /CAN/ History Reduced 24,904 1,105 0.0% 0.0% 582 -3,069 -10.97% Q4 2025 Feb 12, 2026
BOKF, NA History No change 24,634 1,093 0.02% 0.02% 583 0 0.0% Q4 2025 Feb 03, 2026
PFG Advisors History Reduced 24,377 1,082 0.05% 0.2% 584 -89,171 -78.53% Q4 2025 Jan 27, 2026
IFG Advisors, LLC History Added to 24,327 1,080 0.18% 0.17% 585 +424 1.77% Q4 2025 Jan 13, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 24,268 1,077 0.02% 0.02% 586 +1,561 6.87% Q4 2025 Feb 10, 2026
CAMBIENT FAMILY OFFICE, LLC History New 24,125 1,071 0.15% — 587 +24,125 New Q4 2025 Feb 20, 2026
HANCOCK WHITNEY CORP History Added to 23,854 1,059 0.02% 0.02% 588 +1,430 6.38% Q4 2025 Feb 17, 2026
A4 Wealth Advisors LLC History Reduced 23,669 1,051 0.91% 1.18% 590 -9,082 -27.73% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 23,679 1,051 0.01% 0.01% 589 +446 1.92% Q4 2025 Feb 09, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 23,610 1,048 0.83% — 591 +23,610 New Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 23,571 1,046 0.03% 0.03% 592 +835 3.67% Q4 2025 Jan 30, 2026
Wallace Advisory Group, LLC History Reduced 23,377 1,038 1.09% 0.79% 593 -816 -3.37% Q4 2025 Jan 23, 2026
Key FInancial Inc History Added to 23,137 1,027 0.19% 0.18% 594 +950 4.28% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 22,936 1,018 0.01% 0.01% 595 +1,000 4.56% Q4 2025 Feb 03, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 22,868 1,015 0.31% 0.29% 596 +1,998 9.57% Q4 2025 Feb 12, 2026
Wealth Advisors Northwest LLC History Reduced 22,844 1,014 0.45% 0.49% 597 -620 -2.64% Q4 2025 Jan 16, 2026
Voya Financial Advisors, Inc. History Added to 22,567 1,006 0.1% 0.09% 598 +1,330 6.26% Q4 2025 Feb 13, 2026
Kelman-Lazarov, Inc. History Added to 22,584 1,002 0.14% 0.08% 599 +10,250 83.1% Q4 2025 Jan 26, 2026
Csenge Advisory Group History Added to 22,516 999 0.05% 0.04% 600 +2,736 13.83% Q4 2025 Feb 06, 2026
Dorsey & Whitney Trust CO LLC History Reduced 22,468 997 0.05% 0.05% 601 -1,314 -5.53% Q4 2025 Feb 11, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 22,431 996 0.12% 0.12% 602 0 0.0% Q4 2025 Jan 12, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 22,332 991 0.18% 0.17% 603 +1,584 7.63% Q4 2025 Feb 06, 2026
Bison Wealth, LLC History New 22,301 986 0.11% — 604 +22,301 New Q4 2025 Mar 24, 2026
WFA of San Diego, LLC History Reduced 22,058 979 0.72% 0.65% 605 -366 -1.63% Q4 2025 Feb 17, 2026
Quadrature Capital Ltd History New 21,822 969 0.01% — 606 +21,822 New Q4 2025 Feb 17, 2026
Newport Capital Group, LLC History Reduced 21,830 969 0.59% 0.59% 607 -274 -1.24% Q4 2025 Feb 13, 2026
Balentine LLC History Reduced 21,814 968 0.04% 0.04% 608 -3,849 -15.0% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History Reduced 21,754 966 0.03% 0.04% 609 -4,565 -17.34% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 20,889 927 0.03% 0.01% 611 +18,426 748.11% Q4 2025 Feb 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 20,891 927 0.0% 0.0% 610 0 0.0% Q4 2025 Jan 30, 2026
Destiny Capital Corp/CO History No change 20,843 925 0.48% 0.49% 612 0 0.0% Q4 2025 Jan 23, 2026
Rock Point Advisors, LLC History Added to 20,798 923 0.23% 0.23% 613 +700 3.48% Q4 2025 Feb 04, 2026
Elyxium Wealth, LLC History New 20,768 922 0.26% — 614 +20,768 New Q4 2025 Feb 05, 2026
Allen Capital Group, LLC History Reduced 20,662 917 0.08% 0.08% 615 -27 -0.13% Q4 2025 Feb 09, 2026
Leverty Financial Group, LLC History No change 20,634 916 0.22% 0.23% 616 0 0.0% Q4 2025 Jan 09, 2026
CITADEL ADVISORS LLC History Reduced 20,569 913 0.0% 0.0% 617 -4,700 -18.6% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 20,491 910 0.01% — 618 +20,491 New Q4 2025 Feb 18, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 20,359 904 0.33% 0.27% 619 +5,484 36.87% Q4 2025 Feb 12, 2026
Resurgent Financial Advisors LLC History Added to 20,317 902 0.45% 0.38% 621 +2,150 11.83% Q4 2025 Feb 12, 2026
Strategic Blueprint, LLC History Reduced 20,315 902 0.05% 0.04% 620 -1,043 -4.88% Q4 2025 Jan 30, 2026
Laird Norton Wetherby Trust Company, LLC History New 20,253 899 0.02% — 622 +20,253 New Q4 2025 Feb 17, 2026
Maia Wealth LLC History Reduced 18,448 897 0.15% 0.14% 623 -56 -0.3% Q4 2025 Feb 17, 2026
Colonial Trust Co / SC History No change 20,195 896 0.12% 0.12% 624 0 0.0% Q4 2025 Feb 12, 2026
Uptown Financial Advisors LLC History Added to 20,121 893 0.64% 0.69% 625 +575 2.94% Q4 2025 Jan 23, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 20,054 890 0.22% 0.18% 626 +1,437 7.72% Q4 2025 Jan 08, 2026
Canal Capital Management, LLC History Added to 19,717 875 0.12% 0.12% 627 +256 1.32% Q4 2025 Jan 06, 2026
Vantus Wealth LLC History New 19,559 868 0.64% — 628 +19,559 New Q4 2025 Feb 10, 2026
Rooted Wealth Advisors, Inc. History Reduced 18,252 866 0.24% 0.25% 629 -368 -1.98% Q4 2025 Feb 09, 2026
BALANCED WEALTH GROUP LLC History No change 20,082 865 0.32% 0.36% 630 0 0.0% Q4 2025 Jan 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 19,351 859 0.01% — 631 +19,351 New Q4 2025 Feb 17, 2026
KINTRA WEALTH, LLC History Added to 19,230 854 0.12% 0.44% 632 +1,181 6.54% Q4 2025 Feb 18, 2026
Professional Financial Advisors, LLC History Added to 19,083 847 0.17% 0.17% 633 +610 3.3% Q4 2025 Jan 15, 2026
FRANKLIN RESOURCES INC History No change 19,061 846 0.0% 0.0% 634 0 0.0% Q4 2025 Feb 11, 2026
STEPHENS INC /AR/ History Added to 18,946 841 0.01% 0.01% 635 +1 0.01% Q4 2025 Feb 05, 2026
Sigma Planning Corp History Added to 18,850 837 0.02% 0.02% 636 +602 3.3% Q4 2025 Jan 30, 2026
CogentBlue Wealth Advisors, LLC History Added to 18,856 837 0.57% 0.55% 637 +3 0.02% Q4 2025 Jan 16, 2026
WealthShield Partners, LLC History Reduced 18,836 836 0.09% 0.09% 638 -127 -0.67% Q4 2025 Feb 03, 2026
Acropolis Investment Management, LLC History Reduced 18,517 822 0.04% 0.04% 639 -480 -2.53% Q4 2025 Jan 14, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 18,385 816 0.51% 0.52% 640 0 0.0% Q4 2025 Feb 24, 2026
October Effect Ltd History Added to 18,315 813 0.9% 0.73% 641 +2,933 19.07% Q4 2025 Jan 20, 2026
Steward Partners Investment Advisory, LLC History Reduced 18,295 812 0.0% 0.0% 642 -86 -0.47% Q4 2025 Feb 12, 2026
McClarren Financial Advisors, Inc. History Reduced 2,962 811 0.48% 0.49% 644 -13,952 -82.49% Q4 2025 Jan 13, 2026
IEQ CAPITAL, LLC History Added to 18,264 811 0.0% 0.0% 643 +4,591 33.58% Q4 2025 Feb 13, 2026
Upper Left Wealth Management, LLC History Reduced 18,068 802 0.49% 0.5% 645 -644 -3.44% Q4 2025 Jan 22, 2026
M Holdings Securities, Inc. History New 17,987 799 0.06% — 646 +17,987 New Q4 2025 Feb 11, 2026
Port Capital LLC History No change 18,000 799 0.03% 0.03% 647 0 0.0% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 17,921 795 0.05% 0.04% 648 +2,509 16.28% Q4 2025 Feb 06, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 17,774 789 0.66% — 649 +17,774 New Q4 2025 Feb 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 17,733 787 0.04% 0.02% 650 +8,763 97.69% Q4 2025 Jan 26, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 17,663 784 0.61% — 651 +17,663 New Q4 2025 Mar 05, 2026
Bolthouse Investments, LLC History No change 17,438 774 0.69% 0.68% 652 0 0.0% Q4 2025 Jan 27, 2026
Clark Asset Management, LLC History Reduced 17,382 771 0.08% 0.11% 654 -3,906 -18.35% Q4 2025 Jan 27, 2026
Lumbard & Kellner, LLC History No change 17,381 771 0.27% 0.27% 653 0 0.0% Q4 2025 Feb 03, 2026
Prospect Financial Group LLC History No change 17,090 758 0.7% 0.71% 655 0 0.0% Q4 2025 Feb 10, 2026
Plan A Wealth LLC History Reduced 17,020 755 0.37% 0.48% 656 -5,136 -23.18% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History New 16,953 752 0.01% — 657 +16,953 New Q4 2025 Feb 13, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 16,541 734 0.23% 0.23% 658 -45 -0.27% Q4 2025 Jan 12, 2026
BSW Wealth Partners History Reduced 16,461 731 0.09% 0.09% 659 -695 -4.05% Q4 2025 Jan 23, 2026
WCG Wealth Advisors LLC History New 16,457 730 0.02% — 660 +16,457 New Q4 2025 Feb 10, 2026
Stone Summit Wealth LLC History Added to 16,311 724 0.2% 0.19% 662 +916 5.95% Q4 2025 Jan 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 16,323 724 0.01% 0.01% 661 0 0.0% Q4 2025 Jan 16, 2026
RMR Wealth Builders History Added to 16,236 721 0.06% 0.06% 663 +262 1.64% Q4 2025 Jan 29, 2026
Turtle Creek Wealth Advisors, LLC History No change 16,257 721 0.06% 0.06% 664 0 0.0% Q4 2025 Jan 28, 2026
Spectrum Planning & Advisory Services Inc. History Added to 16,052 712 0.37% 0.35% 665 +1,628 11.29% Q4 2025 Feb 10, 2026
Blue Barn Wealth, LLC History Reduced 15,989 710 1.03% 1.4% 666 -58,594 -78.56% Q4 2025 Feb 10, 2026
Coordinated Financial Services, Inc. History Added to 15,929 707 0.41% 0.42% 667 +531 3.45% Q4 2025 Feb 09, 2026
Redwood Financial Network Corp History Added to 15,810 702 0.45% 0.38% 668 +1,618 11.4% Q4 2025 Feb 10, 2026
LANE BROTHERS & CO INC History New 15,681 696 0.5% — 669 +15,681 New Q4 2025 Mar 13, 2026
FSA Advisors, Inc. History Added to 27,074 693 0.48% 0.32% 670 +17,725 189.59% Q4 2025 Feb 02, 2026
Canvas Wealth Advisors, LLC History No change 15,565 691 0.12% 0.12% 671 0 0.0% Q4 2025 Jan 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 15,525 689 0.02% 0.02% 672 +315 2.07% Q4 2025 Jan 27, 2026
Berger Financial Group, Inc History Reduced 15,441 685 0.04% 0.04% 673 -7 -0.05% Q4 2025 Jan 27, 2026
Running Point Capital Advisors, LLC History No change 15,369 682 0.19% 0.18% 674 0 0.0% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 15,314 680 0.02% 0.02% 676 +1,665 12.2% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History No change 14,917 680 0.01% 0.01% 675 0 0.0% Q4 2025 Jan 26, 2026
Western Reserve Capital Management, LLC History New 15,201 675 0.63% — 677 +15,201 New Q4 2025 Feb 10, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 15,135 672 0.01% 0.01% 678 -1,216 -7.44% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Added to 15,124 671 0.21% — 680 +15,113 137390.91% Q4 2025 Feb 17, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 15,100 671 0.06% 0.06% 679 0 0.0% Q4 2025 Jan 12, 2026
Wilmington Savings Fund Society, FSB History Added to 15,079 669 0.02% 0.0% 681 +14,979 14979.0% Q4 2025 Feb 12, 2026
Aegis Wealth Management, Inc. History New 14,980 665 0.52% — 682 +14,980 New Q4 2025 Feb 05, 2026
Pacifica Partners Inc. History Added to 14,745 662 0.29% 0.2% 683 +1,750 13.47% Q4 2025 Jan 09, 2026
Impact Partnership Wealth, LLC History Added to 14,890 661 0.08% 0.05% 684 +6,401 75.4% Q4 2025 Feb 10, 2026
Triumph Capital Management History Added to 14,806 657 0.14% 0.13% 685 +3,626 32.43% Q4 2025 Feb 12, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 14,681 651 0.1% 0.1% 686 -453 -2.99% Q4 2025 Feb 03, 2026
Brooklyn Investment Group History New 14,541 648 0.03% — 687 +14,541 New Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History No change 14,500 643 0.02% 0.02% 688 0 0.0% Q4 2025 Feb 10, 2026
E6 Portfolios, LLC History New 14,452 641 0.73% — 691 +14,452 New Q4 2025 Feb 13, 2026
TLWM History Added to 14,446 641 0.12% 0.11% 690 +481 3.44% Q4 2025 Jan 12, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 14,440 641 0.06% 0.06% 689 +42 0.29% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History Reduced 14,403 639 0.0% 0.0% 692 -375 -2.54% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History Added to 14,397 639 0.01% 0.01% 693 +252 1.78% Q4 2025 Feb 06, 2026
Yoder Wealth Management, Inc. History No change 14,300 635 0.29% 0.29% 694 0 0.0% Q4 2025 Jan 22, 2026
Vantage Point Financial LLC History Added to 14,295 634 0.23% 0.23% 695 +213 1.51% Q4 2025 Feb 02, 2026
Coastline Complete Wealth LLC History New 14,269 633 0.4% — 696 +14,269 New Q4 2025 Feb 24, 2026
Hurley Capital, LLC History Reduced 14,171 629 0.35% 0.37% 697 -1,255 -8.14% Q4 2025 Feb 17, 2026
BCK Partners, Inc. History Reduced 14,164 629 0.34% 0.33% 698 -192 -1.34% Q4 2025 Jan 28, 2026
Richard W. Paul & Associates, LLC History Added to 14,121 627 0.21% 0.19% 699 +806 6.05% Q4 2025 Feb 12, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 13,995 623 0.17% 0.12% 700 +4,948 54.69% Q4 2025 Jan 14, 2026
Cedar Point Capital Partners, LLC History Reduced 14,004 621 0.4% 0.45% 701 -1,999 -12.49% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History No change 13,953 619 0.02% 0.02% 702 0 0.0% Q4 2025 Jan 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 13,919 618 0.05% 0.05% 703 0 0.0% Q4 2025 Jan 07, 2026
Anchor Investment Management, LLC History No change 13,667 606 0.05% 0.05% 704 0 0.0% Q4 2025 Feb 26, 2026
AIFG Consultants Ltd. History Reduced 13,603 604 1.04% 1.18% 705 -2,096 -13.35% Q4 2025 Feb 04, 2026
Ellevest, Inc. History Added to 13,541 601 0.08% 0.04% 706 +6,527 93.06% Q4 2025 Feb 10, 2026
Hershey Financial Advisers, LLC History Added to 13,538 601 0.51% 0.43% 707 +1,829 15.62% Q4 2025 Feb 18, 2026
NATIXIS ADVISORS, LLC History New 13,490 599 0.0% — 708 +13,490 New Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Added to 12,754 596 0.01% 0.01% 709 +1,721 15.6% Q4 2025 Jan 28, 2026
Glassman Wealth Services History Added to 13,443 596 0.08% 0.08% 710 +233 1.76% Q4 2025 Jan 28, 2026
CAPITAL ADVISORS INC/OK History Added to 13,387 594 0.01% 0.0% 711 +6,608 97.48% Q4 2025 Jan 15, 2026
Belleair Asset Management, LLC History New 13,291 590 0.56% — 713 +13,291 New Q4 2025 Jan 30, 2026
CARDIFF PARK ADVISORS, LLC History Added to 13,300 590 0.05% 0.04% 712 +367 2.84% Q4 2025 Feb 17, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 13,277 589 0.06% 0.06% 714 +507 3.97% Q4 2025 Feb 13, 2026
Astoria Strategic Wealth, Inc. History Added to 13,178 585 0.15% 0.14% 716 +102 0.78% Q4 2025 Feb 05, 2026
Lantz Financial LLC History Reduced 13,190 585 0.12% 0.13% 715 -29 -0.22% Q4 2025 Jan 14, 2026
RF&L WEALTH MANAGEMENT, LLC History Reduced 13,170 584 0.33% 0.33% 717 -55 -0.42% Q4 2025 Jan 09, 2026
Family Legacy, Inc. History Reduced 13,137 583 0.17% 0.17% 718 -10 -0.08% Q4 2025 Feb 04, 2026
Altus Wealth Group LLC History Reduced 13,033 578 0.23% 0.24% 719 -784 -5.67% Q4 2025 Feb 13, 2026
Shepherd Financial Partners LLC History No change 12,998 577 0.05% 0.05% 720 0 0.0% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 12,927 574 0.01% 0.01% 721 +893 7.42% Q4 2025 Jan 29, 2026
Nicholas Hoffman & Company, LLC. History Added to 12,861 571 0.01% 0.01% 722 +2,872 28.75% Q4 2025 Feb 02, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 12,775 567 0.17% 0.11% 723 +4,500 54.38% Q4 2025 Jan 21, 2026
Quantum Financial Planning Services, Inc. History Added to 12,714 564 0.2% 0.14% 725 +4,393 52.79% Q4 2025 Jan 15, 2026
Wealthfront Advisers LLC History Reduced 12,722 564 0.0% 0.0% 724 -170 -1.32% Q4 2025 Jan 30, 2026
Strategic Investment Advisors / MI History Added to 12,685 563 0.05% 0.03% 726 +4,658 58.03% Q4 2025 Feb 17, 2026
Redwood Investment Management, LLC History Added to 12,582 559 0.06% 0.05% 727 +1,554 14.09% Q4 2025 Feb 17, 2026
Pacific Park Financial, Inc. History New 12,528 556 0.35% — 728 +12,528 New Q4 2025 Jan 30, 2026
Intrua Financial, LLC History Reduced 12,283 545 0.06% 0.1% 729 -8,545 -41.03% Q4 2025 Feb 05, 2026
Sequent Asset Management, LLC History No change 12,129 539 0.24% 0.25% 730 0 0.0% Q4 2025 Feb 10, 2026
Banco Santander, S.A. History New 12,039 534 0.0% — 731 +12,039 New Q4 2025 Feb 13, 2026
Kelly Financial Services LLC History Added to 11,992 532 0.13% 0.1% 732 +2,586 27.49% Q4 2025 Jan 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 11,976 531 0.07% 0.07% 733 0 0.0% Q4 2025 Jan 20, 2026
Advance Capital Management, Inc. History Reduced 11,938 530 0.02% 0.03% 734 -1,638 -12.07% Q4 2025 Jan 06, 2026
Avantax Planning Partners, Inc. History No change 11,876 527 0.01% 0.01% 735 0 0.0% Q4 2025 Feb 05, 2026
Intrepid Financial Planning Group LLC History Reduced 11,774 522 0.2% 0.19% 737 -55 -0.46% Q4 2025 Feb 13, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 11,762 522 0.1% 0.1% 736 +35 0.3% Q4 2025 Jan 27, 2026
SteelPeak Wealth, LLC History Added to 11,750 521 0.02% 0.02% 738 +138 1.19% Q4 2025 Jan 20, 2026
Onyx Bridge Wealth Group LLC History Reduced 11,638 516 0.05% 0.06% 739 -658 -5.35% Q4 2025 Feb 18, 2026
Curi Capital, LLC History Added to 11,440 508 0.01% 0.0% 740 +6,687 140.69% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 21,690 503 0.01% 0.01% 741 +4,533 26.42% Q4 2025 Feb 11, 2026
Howard Capital Management Group, LLC History No change 11,200 497 0.03% 0.03% 742 0 0.0% Q4 2025 Jan 16, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 11,112 494 0.23% 0.16% 744 +3,878 53.61% Q4 2025 Feb 17, 2026
LINCOLN CAPITAL CORP History No change 11,143 494 0.18% 0.17% 743 0 0.0% Q4 2025 Jan 23, 2026
Acorn Wealth Advisors, LLC History Reduced 11,112 493 0.15% 0.16% 745 -865 -7.22% Q4 2025 Feb 10, 2026
Coppell Advisory Solutions LLC History Reduced 11,034 492 0.05% 0.18% 746 -28,810 -72.31% Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Added to 11,072 491 0.02% 0.02% 747 +311 2.89% Q4 2025 Feb 03, 2026
Safe Harbor Wealth Advisors, LLC History New 10,074 490 0.47% — 749 +10,074 New Q4 2025 Feb 13, 2026
Integrated Investment Consultants, LLC History No change 11,040 490 0.1% 0.08% 748 0 0.0% Q4 2025 Mar 03, 2026
DELTA FINANCIAL ADVISORS LLC History New 11,020 489 0.13% — 750 +11,020 New Q4 2025 Feb 06, 2026
OakTrust Wealth Advisors, LLC History New 11,000 488 0.45% — 751 +11,000 New Q4 2025 Feb 27, 2026
KPP Advisory Services LLC History Added to 10,875 482 0.07% 0.07% 752 +325 3.08% Q4 2025 Feb 02, 2026
REAP Financial Group, LLC History Added to 10,808 479 0.1% 0.1% 753 +60 0.56% Q4 2025 Feb 10, 2026
Leo Wealth, LLC History Added to 10,725 476 0.03% 0.06% 754 +127 1.2% Q4 2025 Jan 21, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 10,715 475 0.39% 0.18% 757 +6,617 161.47% Q4 2025 Feb 10, 2026
American Institute for Advanced Investment Management, LLP History Reduced 10,709 475 0.31% 0.32% 756 -769 -6.7% Q4 2025 Feb 04, 2026
SMITH, MOORE & CO. History No change 10,704 475 0.04% 0.04% 755 0 0.0% Q4 2025 Jan 23, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 10,660 473 0.49% 0.45% 758 -62 -0.58% Q4 2025 Jan 20, 2026
Quest 10 Wealth Builders, Inc. History Added to 10,589 470 0.42% 0.4% 759 +552 5.5% Q4 2025 Jan 29, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 10,516 467 0.03% 0.03% 760 -135 -1.27% Q4 2025 Jan 27, 2026
United Advisor Group, LLC History Added to 10,499 466 0.06% 0.05% 761 +1,736 19.81% Q4 2025 Jan 26, 2026
BURNEY CO/ History No change 10,484 465 0.01% 0.01% 762 0 0.0% Q4 2025 Jan 23, 2026
4WEALTH ADVISORS, INC. History Added to 10,385 461 0.39% 0.38% 763 +352 3.51% Q4 2025 Jan 21, 2026
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC History New 10,320 458 0.39% — 764 +10,320 New Q4 2025 Jan 20, 2026
VANGUARD GROUP INC History Added to 10,311 457 0.0% 0.0% 765 +2,182 26.84% Q4 2025 Jan 29, 2026
Asset Dedication, LLC History Added to 10,282 456 0.03% 0.03% 766 +172 1.7% Q4 2025 Jan 26, 2026
Plan Group Financial, LLC History Reduced 10,250 455 0.12% 0.13% 767 -1,037 -9.19% Q4 2025 Feb 03, 2026
Evanson Asset Management, LLC History No change 10,235 454 0.02% 0.02% 768 0 0.0% Q4 2025 Jan 12, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 10,212 453 0.05% 0.03% 769 +3,543 53.13% Q4 2025 Feb 04, 2026
Cannon Financial Strategists, Inc. History Added to 10,214 453 0.06% 0.06% 771 +26 0.26% Q4 2025 Feb 04, 2026
WealthPlan Investment Management, LLC History Reduced 10,203 453 0.03% 0.03% 770 -3 -0.03% Q4 2025 Feb 05, 2026
Diversified Enterprises, LLC History Added to 10,192 452 0.03% 0.02% 772 +1,500 17.26% Q4 2025 Jan 28, 2026
Portland Financial Advisors Inc History Added to 10,092 448 0.95% 0.88% 774 +476 4.95% Q4 2025 Feb 06, 2026
Bravias Capital Group, LLC History Added to 10,100 448 0.27% 0.29% 773 +82 0.82% Q4 2025 Jan 29, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 10,083 447 0.03% 0.02% 775 +2,715 36.85% Q4 2025 Jan 23, 2026
Prasad Wealth Partners, LLC History Added to 10,024 445 0.12% 0.12% 776 +175 1.78% Q4 2025 Jan 27, 2026
McAdam, LLC History Reduced 10,018 444 0.02% 0.02% 777 -113 -1.12% Q4 2025 Feb 13, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 9,996 443 0.19% 0.13% 778 +3,270 48.62% Q4 2025 Feb 18, 2026
Clark Capital Management Group, Inc. History Added to 9,935 441 0.0% 0.0% 779 +1,031 11.58% Q4 2025 Feb 17, 2026
Sensible Money, LLC History Added to 9,868 438 0.14% 0.14% 780 +172 1.77% Q4 2025 Feb 09, 2026
Empower Advisory Group, LLC History Reduced 9,860 437 0.0% 0.0% 781 -176 -1.75% Q4 2025 Feb 12, 2026
Claro Advisors Inc. History Added to 9,834 436 0.06% 0.06% 782 +134 1.38% Q4 2025 Feb 17, 2026
American Trust History Added to 9,804 435 0.04% 0.03% 783 +106 1.09% Q4 2025 Feb 17, 2026
Keel Point, LLC History Reduced 9,739 432 0.03% 0.03% 784 -3 -0.03% Q4 2025 Feb 12, 2026
Main Street Financial Solutions, LLC History Reduced 9,663 429 0.03% 0.03% 785 -764 -7.33% Q4 2025 Feb 17, 2026
FELL CAPITAL MANAGEMENT /ADV History New 9,653 428 0.42% — 786 +9,653 New Q4 2025 Mar 27, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 9,630 427 0.05% 0.03% 787 +4,800 99.38% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 9,621 427 0.01% 0.01% 788 +1,941 25.27% Q4 2025 Jan 20, 2026
TME FINANCIAL, INC. History Added to 9,468 420 0.29% 0.3% 789 +40 0.42% Q4 2025 Jan 27, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 9,433 418 0.01% 0.02% 791 -3,425 -26.64% Q4 2025 Jan 14, 2026
GW&K Investment Management, LLC History No change 9,414 418 0.0% 0.0% 790 0 0.0% Q4 2025 Feb 11, 2026
WEALTHGARDEN F.S. LLC History Added to 8,870 416 0.27% 0.23% 795 +1,522 20.71% Q4 2025 Feb 11, 2026
Willis Johnson & Associates, Inc. History Reduced 9,381 416 0.03% 0.03% 793 -658 -6.55% Q4 2025 Jan 22, 2026
Vermillion & White Wealth Management Group, LLC History Reduced 9,388 416 0.23% 0.23% 794 -1 -0.01% Q4 2025 Feb 18, 2026
MBL Wealth, LLC History No change 9,375 416 0.03% 0.04% 792 0 0.0% Q4 2025 Jan 21, 2026
Advisors Capital Management, LLC History Reduced 9,331 414 0.0% 0.01% 796 -568 -5.74% Q4 2025 Jan 29, 2026
Perigon Wealth Management, LLC History Reduced 9,285 412 0.01% 0.01% 797 -987 -9.61% Q4 2025 Jan 16, 2026
Alta Wealth Advisors LLC History Added to 9,236 410 0.14% 0.13% 798 +654 7.62% Q4 2025 Feb 03, 2026
Urban Financial Advisory Corp History Added to 9,248 410 0.16% 0.18% 799 +234 2.6% Q4 2025 Feb 04, 2026
Richard P Slaughter Associates Inc History Reduced 9,207 408 0.09% 0.1% 800 -1,951 -17.49% Q4 2025 Jan 12, 2026