VANGUARD INDEX FUNDS - VB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 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 Reduced 23,429,447 6,043,625 0.44% 0.4% 1 -29,252 -0.12% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 2,780,701 2,780,701 1.61% — 2 +2,780,701 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 7,864,543 2,028,659 0.12% 0.12% 3 +84,999 1.09% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 6,047,584 1,559,974 0.28% 0.3% 4 -63,556 -1.04% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 3,916,098 1,010,157 0.16% 0.15% 5 +65,686 1.71% Q4 2025 Jan 29, 2026
LPL Financial LLC History Reduced 3,913,394 1,009,459 0.28% 0.29% 6 -52,705 -1.33% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,244,942 837,032 0.25% 0.32% 7 -1,063,869 -24.69% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 3,195,143 824,187 1.26% 1.36% 8 +567 0.02% Q4 2025 Feb 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,747,982 708,841 0.45% 0.45% 9 +70,024 2.61% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,644,075 682,039 1.3% 1.3% 10 +130,946 5.21% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,499,811 644,826 0.39% 0.46% 11 -139,215 -5.28% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 2,398,754 618,601 0.14% 0.14% 12 +57,035 2.44% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,304,605 594,472 0.18% 0.18% 13 +82,577 3.72% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 2,202,948 568,251 0.09% — 14 +2,202,948 New Q4 2025 Feb 17, 2026
Creative Planning History Added to 2,125,744 548,335 0.39% 0.38% 15 +160,780 8.18% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 1,965,932 507,122 0.6% 0.6% 16 +142,357 7.81% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,942,995 501,195 0.27% 0.3% 17 +1,544 0.08% Q4 2025 Feb 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,815,002 468,179 0.07% 0.08% 18 -69,673 -3.7% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 1,735,268 447,612 0.08% 0.08% 19 -58,326 -3.25% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 1,685,486 434,771 0.05% 0.05% 20 +1,080 0.06% Q4 2025 Mar 25, 2026
Wealthfront Advisers LLC History Added to 1,567,975 404,459 0.9% 0.89% 21 +70,349 4.7% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 1,397,042 360,366 0.61% 0.55% 22 +127,698 10.06% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Added to 1,179,616 304,285 0.27% 0.27% 23 +30,883 2.69% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 1,168,300 301,363 0.33% 0.33% 24 +61,529 5.56% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 1,155,967 298,181 0.05% 0.05% 25 +26,980 2.39% Q4 2025 Feb 17, 2026
FMR LLC History Added to 1,150,035 296,651 0.02% 0.02% 26 +3,267 0.28% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 1,144,037 295,104 0.02% 0.02% 27 +29,929 2.69% Q4 2025 Feb 11, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 1,123,663 289,848 5.78% 5.64% 28 +7,065 0.63% Q4 2025 Feb 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 1,109,587 286,217 6.84% 6.77% 29 +31,278 2.9% Q4 2025 Feb 03, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 996,236 256,979 0.34% 0.35% 30 -53,942 -5.14% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 951,243 245,373 0.27% 0.27% 31 +11,184 1.19% Q4 2025 Feb 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 896,364 231,217 0.55% 0.58% 32 -37,628 -4.03% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 890,268 229,644 1.09% — 33 +890,268 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 834,564 215,275 0.07% 0.07% 34 +99,689 13.57% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 823,383 212,592 0.31% 0.3% 35 -8,291 -1.0% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 778,593 200,838 0.31% 0.31% 36 +27,498 3.66% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 770,780 198,836 0.29% 0.27% 37 +119,995 18.44% Q4 2025 Feb 11, 2026
Badgley Phelps Wealth Managers, LLC History Added to 765,825 197,544 3.62% 3.02% 38 +202,321 35.9% Q4 2025 Jan 28, 2026
Nicholas Hoffman & Company, LLC. History Added to 748,000 192,946 4.47% 4.58% 39 +3,769 0.51% Q4 2025 Feb 02, 2026
VANGUARD GROUP INC History Added to 643,588 166,013 0.0% 0.0% 40 +27,360 4.44% Q4 2025 Jan 29, 2026
DAVIS R M INC History Added to 589,056 151,947 2.62% 2.31% 41 +69,017 13.27% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 567,959 146,505 1.61% 1.65% 42 +11,028 1.98% Q4 2025 Feb 06, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 567,165 146,300 0.51% 0.31% 43 +267,816 89.47% Q4 2025 Jan 28, 2026
Corient Private Wealth LLC History Added to 11,331,335 142,799 0.19% 0.18% 44 +10,882,179 2422.81% Q4 2025 Mar 09, 2026
STATE STREET CORP History Reduced 553,389 142,746 0.0% 0.01% 45 -74,218 -11.83% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 546,407 140,945 1.78% 1.81% 46 +5,218 0.96% Q4 2025 Feb 09, 2026
COUNTRY TRUST BANK History Added to 515,265 132,912 2.41% 1.48% 47 +248,546 93.19% Q4 2025 Jan 21, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 506,835 130,738 0.99% 1.0% 48 +11,503 2.32% Q4 2025 Feb 12, 2026
1832 Asset Management L.P. History Added to 498,180 128,505 0.1% 0.1% 49 +1,370 0.28% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 493,412 127,277 0.49% — 50 +493,412 New Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Added to 452,974 116,844 1.5% 1.52% 51 +1,166 0.26% Q4 2025 Feb 05, 2026
Rockefeller Capital Management L.P. History Added to 442,942 114,257 0.21% 0.19% 52 +58,771 15.3% Q4 2025 Mar 16, 2026
MML INVESTORS SERVICES, LLC History Added to 440,701 113,678 0.28% 0.27% 53 +45,221 11.43% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 437,146 113,284 0.2% 0.1% 54 +245,905 128.58% Q4 2025 Feb 05, 2026
Fusion Family Wealth, LLC History Added to 429,752 110,854 8.4% 7.88% 55 +15,934 3.85% Q4 2025 Feb 04, 2026
Efficient Advisors, LLC History Reduced 418,748 108,015 6.31% 6.31% 56 -21,448 -4.87% Q4 2025 Jan 21, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 398,194 107,277 0.15% 0.15% 57 +8,040 2.06% Q4 2025 Jan 08, 2026
NATIXIS ADVISORS, LLC History Reduced 414,563 106,937 0.15% 0.16% 58 -25,283 -5.75% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 413,837 106,749 0.14% 0.16% 59 -38,707 -8.55% Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 407,296 105,062 1.32% 1.3% 60 +14,827 3.78% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Reduced 398,598 102,818 0.82% 1.06% 61 -395,130 -49.78% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 396,925 102,387 0.27% 0.24% 62 +52,454 15.23% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 387,308 99,906 0.68% 0.69% 63 +16,092 4.33% Q4 2025 Feb 17, 2026
Baker Avenue Asset Management, LP History Added to 386,637 99,733 2.3% 2.33% 64 +4,330 1.13% Q4 2025 Feb 10, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 369,406 95,288 5.77% 5.73% 65 +9,594 2.67% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 365,511 94,283 0.44% 0.44% 66 +11,460 3.24% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 358,110 92,374 0.37% 0.34% 67 +995 0.28% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 355,506 91,702 0.0% 0.0% 68 +336,957 1816.58% Q4 2025 Feb 12, 2026
Heartwood Wealth Advisors LLC History Added to 352,930 91,038 8.39% 8.28% 69 +3,851 1.1% Q4 2025 Jan 12, 2026
Karpus Management, Inc. History Added to 334,706 86,337 2.65% 2.66% 70 +4,823 1.46% Q4 2025 Feb 17, 2026
Millburn Ridgefield LLC /DE/ History Reduced 323,914 83,553 1.99% 2.07% 71 -17,438 -5.11% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Reduced 323,914 83,553 1.72% 1.75% 72 -17,438 -5.11% Q4 2025 Feb 10, 2026
M&T BANK CORP History Reduced 313,812 80,947 0.26% 0.27% 73 -954 -0.3% Q4 2025 Jan 30, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 313,309 80,818 1.04% 1.07% 74 +2,046 0.66% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Reduced 309,381 79,804 0.25% 0.25% 75 -551 -0.18% Q4 2025 Feb 02, 2026
LINCOLN NATIONAL CORP History Added to 301,691 77,821 2.27% 2.12% 76 +9,128 3.12% Q4 2025 Feb 09, 2026
JANUS HENDERSON GROUP PLC History Reduced 300,051 77,398 0.03% 0.04% 77 -26,026 -7.98% Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 296,726 76,540 4.83% 4.89% 78 +604 0.2% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 292,043 75,332 0.15% 0.15% 79 +8,503 3.0% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Added to 286,260 73,840 0.59% 0.6% 80 +27,673 10.7% Q4 2025 Jan 26, 2026
Auto-Owners Insurance Co History Added to 281,628 72,645 1.53% 1.63% 81 +32,600 13.09% Q4 2025 Mar 09, 2026
PARK AVENUE SECURITIES LLC History Added to 278,965 71,958 0.61% 0.55% 82 +1,217 0.44% Q4 2025 Jan 05, 2026
Gibraltar Capital Management, Inc. History Reduced 278,719 71,895 12.23% 12.74% 83 -532 -0.19% Q4 2025 Feb 02, 2026
WIT, LLC History Added to 264,352 68,189 1.37% 1.5% 84 +3,797 1.46% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 263,672 68,016 0.08% 0.08% 85 -14,704 -5.28% Q4 2025 Jan 30, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 263,086 67,863 6.7% 6.86% 86 -2,122 -0.8% Q4 2025 Feb 02, 2026
PITTENGER & ANDERSON INC History Added to 261,700 67,505 2.6% 2.38% 87 +6,139 2.4% Q4 2025 Feb 02, 2026
Chandler Asset Management, Inc. History Added to 260,330 67,152 10.63% 10.38% 88 +11,655 4.69% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Reduced 260,127 67,103 0.08% 0.46% 89 -865,168 -76.88% Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History Added to 255,199 65,828 6.85% 6.89% 90 +1,508 0.59% Q4 2025 Feb 05, 2026
Smithfield Trust Co History Reduced 254,416 65,685 2.9% 2.93% 91 -2,670 -1.04% Q4 2025 Feb 09, 2026
CX Institutional History Reduced 233,647 60,269 1.8% 1.84% 92 -4,279 -1.8% Q4 2025 Feb 02, 2026
Betterment LLC History Reduced 229,220 59,127 0.11% 0.12% 93 -5,467 -2.33% Q4 2025 Feb 12, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 213,898 55,174 0.44% 0.47% 94 -11,692 -5.18% Q4 2025 Jan 27, 2026
CENTRAL TRUST Co History Added to 210,293 54,245 1.06% 1.05% 95 +12,640 6.4% Q4 2025 Feb 02, 2026
Kestra Advisory Services, LLC History Added to 210,019 54,174 0.22% 0.23% 96 +8,138 4.03% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 204,235 52,682 0.3% 0.31% 97 +7,470 3.8% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 202,242 52,168 1.72% 1.74% 98 +12,996 6.87% Q4 2025 Jan 30, 2026
Ellenbecker Investment Group History Added to 201,597 52,002 7.28% 7.46% 99 +2,624 1.32% Q4 2025 Jan 30, 2026
First Command Advisory Services, Inc. History Reduced 199,609 51,488 0.36% 0.38% 100 -7,622 -3.68% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 196,142 50,594 1.25% 1.18% 101 +17,636 9.88% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 196,035 50,567 0.18% 0.21% 102 +12,768 6.97% Q4 2025 Feb 18, 2026
Janney Montgomery Scott LLC History Added to 193,410 49,890 0.11% 0.11% 103 +10,938 5.99% Q4 2025 Feb 11, 2026
CHOREO, LLC History Added to 184,004 47,927 0.61% 0.59% 104 +5,503 3.08% Q4 2025 Jan 23, 2026
American Trust History Reduced 185,395 47,822 4.02% 4.1% 105 -5,531 -2.9% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 172,254 47,311 1.17% 1.08% 106 +11,317 7.03% Q4 2025 Jan 28, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 177,519 45,791 0.61% 0.61% 107 +3,810 2.19% Q4 2025 Jan 30, 2026
ALPS ADVISORS INC History Reduced 172,790 44,571 0.26% 0.25% 108 -755 -0.44% Q4 2025 Feb 12, 2026
Johnson Financial Group, LLC History Added to 172,775 44,567 2.76% 2.65% 109 +58,669 51.42% Q4 2025 Feb 10, 2026
MilWealth Group LLC History Added to 172,321 44,450 10.58% 10.56% 110 +1,926 1.13% Q4 2025 Feb 02, 2026
TCV Trust & Wealth Management, Inc. History Added to 171,826 44,322 3.58% 3.62% 111 +1,958 1.15% Q4 2025 Jan 23, 2026
Garde Capital, Inc. History Added to 169,950 43,838 2.6% 2.1% 112 +572 0.34% Q4 2025 Feb 10, 2026
Ballast, Inc. History Added to 169,204 43,646 10.22% 10.32% 113 +1,768 1.06% Q4 2025 Feb 03, 2026
REGIONS FINANCIAL CORP History New 168,052 43,349 0.28% — 114 +168,052 New Q4 2025 Jan 27, 2026
Sanctuary Advisors, LLC History Added to 164,906 42,537 0.23% 0.17% 115 +32,135 24.2% Q4 2025 Jan 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 159,426 41,123 0.71% 0.78% 116 +15,115 10.47% Q4 2025 Feb 19, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 158,310 40,836 2.81% 2.97% 117 +2,852 1.83% Q4 2025 Feb 02, 2026
Parallel Advisors, LLC History Reduced 157,169 40,553 0.74% 0.74% 118 -930 -0.59% Q4 2025 Feb 11, 2026
Compound Planning, Inc. History Added to 154,846 39,942 1.17% 1.24% 119 +3,551 2.35% Q4 2025 Feb 19, 2026
Avior Wealth Management, LLC History Added to 153,865 39,663 1.24% 1.21% 120 +6,019 4.07% Q4 2025 Jan 06, 2026
Clark Asset Management, LLC History Added to 153,222 39,523 4.1% 4.06% 121 +15,778 11.48% Q4 2025 Jan 27, 2026
Wealthquest Corp History Added to 152,042 39,219 2.96% 3.03% 122 +2,478 1.66% Q4 2025 Feb 09, 2026
MPS Loria Financial Planners, LLC History Added to 151,840 39,166 10.07% 10.1% 123 +2,365 1.58% Q4 2025 Feb 03, 2026
Legacy Financial Group LLC History Reduced 143,618 39,088 4.83% 4.82% 124 -1,283 -0.89% Q4 2025 Feb 05, 2026
Connecticut Wealth Management, LLC History Reduced 149,803 38,641 1.68% 1.76% 125 -6,152 -3.94% Q4 2025 Feb 12, 2026
Investments & Financial Planning, LLC History Reduced 149,742 38,625 20.73% 20.99% 126 -3,025 -1.98% Q4 2025 Feb 23, 2026
Tidal Investments LLC History Added to 149,316 38,516 0.09% 0.04% 127 +77,764 108.68% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 148,238 38,337 0.2% 0.19% 128 +29,561 24.91% Q4 2025 Feb 17, 2026
AMG National Trust Bank History Added to 147,512 38,050 0.9% 0.83% 129 +12,775 9.48% Q4 2025 Jan 30, 2026
Beacon Pointe Advisors, LLC History Added to 146,498 37,789 0.26% 0.25% 130 +29,207 24.9% Q4 2025 Feb 18, 2026
Mountain Capital Investment Advisors Inc. History Added to 136,449 37,477 6.04% 5.89% 131 +5,242 4.0% Q4 2025 Jan 28, 2026
Aufman Associates Inc History Reduced 144,241 37,206 19.07% 20.67% 132 -215 -0.15% Q4 2025 Feb 11, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 144,028 37,152 1.08% 1.1% 133 -1,189 -0.82% Q4 2025 Feb 06, 2026
Lido Advisors, LLC History Added to 144,446 37,019 0.11% 0.1% 134 +22,269 18.23% Q4 2025 Feb 10, 2026
Apella Capital, LLC History Added to 140,905 36,346 0.72% 0.77% 135 +4,341 3.18% Q4 2025 Jan 21, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 137,938 35,581 5.25% 5.36% 136 +544 0.4% Q4 2025 Feb 03, 2026
Scott Capital Advisors, LLC History Reduced 134,837 34,781 7.71% 7.88% 137 -187 -0.14% Q4 2025 Jan 12, 2026
Capital Asset Advisory Services LLC History Added to 128,405 34,593 1.39% 1.36% 138 +4,149 3.34% Q4 2025 Jan 09, 2026
MOLLER WEALTH PARTNERS History Reduced 132,483 34,173 7.16% 7.04% 139 -286 -0.22% Q4 2025 Jan 08, 2026
CBIZ Investment Advisory Services, LLC History Added to 132,471 34,170 1.29% 1.31% 140 +1,057 0.8% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 130,888 33,762 0.0% 0.0% 141 -998 -0.76% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 130,665 33,705 0.21% 0.19% 142 +14,537 12.52% Q4 2025 Jan 29, 2026
AA Financial Advisors, LLC History Added to 130,593 33,686 6.23% 6.5% 143 +545 0.42% Q4 2025 Jan 14, 2026
Whelan Financial History Reduced 129,440 33,389 10.43% 10.44% 144 -144 -0.11% Q4 2025 Feb 02, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 128,597 33,171 1.3% 1.29% 145 +3,019 2.4% Q4 2025 Feb 04, 2026
Pure Financial Advisors, LLC History Added to 126,419 32,609 5.93% 0.51% 146 +130 0.1% Q4 2025 Mar 04, 2026
Randolph Co Inc History Added to 126,190 32,550 3.12% 3.11% 147 +198 0.16% Q4 2025 Feb 11, 2026
SCS Capital Management LLC History Reduced 125,385 32,343 0.34% 0.38% 148 -11,027 -8.08% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 125,200 32,295 0.26% 0.11% 149 +80,999 183.25% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 124,586 32,136 0.36% 0.43% 150 +7,662 6.55% Q4 2025 Feb 03, 2026
Arax Advisory Partners History New 124,526 32,121 0.94% — 151 +124,526 New Q4 2025 Feb 13, 2026
Brown Financial Advisory History Added to 124,007 31,987 16.17% 15.9% 152 +4,570 3.83% Q4 2025 Jan 29, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 123,668 31,900 4.54% 5.06% 153 -14,580 -10.55% Q4 2025 Jan 14, 2026
WP Advisors, LLC History Reduced 123,091 31,751 7.91% 8.48% 154 -8,168 -6.22% Q4 2025 Jan 28, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Added to 121,099 31,237 12.07% 12.04% 155 +54 0.04% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History Reduced 120,684 31,130 1.21% 1.24% 156 -743 -0.61% Q4 2025 Jan 29, 2026
Wolff Financial Management LLC History Added to 120,425 31,063 6.99% 6.95% 157 +2,724 2.31% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Added to 119,543 30,836 0.18% 0.12% 158 +41,110 52.41% Q4 2025 Feb 10, 2026
Composition Wealth, LLC History Reduced 119,442 30,810 0.44% 0.47% 159 -4,483 -3.62% Q4 2025 Feb 02, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 118,770 30,636 0.18% 0.21% 160 +1,308 1.11% Q4 2025 Feb 17, 2026
ASSOCIATED BANC-CORP History Added to 118,078 30,458 0.78% 0.71% 161 +12,585 11.93% Q4 2025 Feb 06, 2026
CreativeOne Wealth, LLC History Added to 116,804 30,129 0.73% 0.65% 162 +12,490 11.97% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 116,671 30,095 0.34% 0.33% 163 +8,710 8.07% Q4 2025 Jan 15, 2026
Orion Porfolio Solutions, LLC History Added to 116,667 30,094 0.22% 0.21% 164 +10,386 9.77% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 115,796 29,869 0.16% — 165 +115,796 New Q4 2025 Feb 18, 2026
CWM, LLC History Reduced 113,423 29,258 0.08% 0.09% 166 -2,764 -2.38% Q4 2025 Jan 26, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 113,387 29,248 0.0% 0.0% 167 +22,236 24.39% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 111,104 28,659 1.19% 1.22% 168 -1,977 -1.75% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 110,608 28,554 0.02% — 169 +110,608 New Q4 2025 Feb 13, 2026
BANK OF HAWAII History Added to 110,201 28,426 1.4% 1.39% 170 +534 0.49% Q4 2025 Mar 03, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Added to 109,261 28,183 10.45% 10.41% 171 +1,529 1.42% Q4 2025 Jan 22, 2026
Modera Wealth Management, LLC History Reduced 108,819 28,069 0.32% 0.33% 172 -1,703 -1.54% Q4 2025 Jan 21, 2026
Procyon Advisors, LLC History Reduced 108,810 28,067 1.39% 1.64% 173 -372 -0.34% Q4 2025 Jan 07, 2026
Howard Capital Management Group, LLC History Reduced 106,809 27,551 1.74% 1.73% 174 -955 -0.89% Q4 2025 Jan 16, 2026
SP Asset Management LLC History Reduced 104,542 26,966 2.13% 2.16% 175 -2,267 -2.12% Q4 2025 Jan 28, 2026
BLB&B Advisors, LLC History Reduced 104,165 26,869 1.12% 1.18% 176 -3,205 -2.99% Q4 2025 Jan 26, 2026
STEPHENS INC /AR/ History Reduced 101,507 26,183 0.33% 0.34% 177 -4,333 -4.09% Q4 2025 Feb 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 101,104 26,079 1.65% 1.63% 178 +2,804 2.85% Q4 2025 Jan 23, 2026
MBE Wealth Management, LLC History Added to 100,952 26,040 10.9% 10.9% 179 +1,825 1.84% Q4 2025 Jan 21, 2026
Steward Partners Investment Advisory, LLC History Reduced 98,749 25,472 0.14% 0.15% 180 -5,424 -5.21% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 98,231 25,338 0.37% 0.38% 181 +1,126 1.16% Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 97,187 25,069 1.57% 1.6% 182 +2,222 2.34% Q4 2025 Jan 21, 2026
3Chopt Investment Partners, LLC History Added to 97,022 25,026 5.61% 5.52% 183 +1,975 2.08% Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Added to 96,323 24,846 0.03% 0.03% 184 +29 0.03% Q4 2025 Feb 13, 2026
BURRUS FINANCIAL SERVICES, INC. History Added to 287,513 24,831 14.12% 10.02% 185 +201,591 234.62% Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History Reduced 94,158 24,289 0.04% 0.09% 186 -148,191 -61.15% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 93,768 24,187 0.01% 0.01% 187 +16,277 21.01% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History Added to 92,620 23,891 1.29% 1.24% 188 +4,971 5.67% Q4 2025 Jan 07, 2026
WBH ADVISORY INC History Reduced 92,302 23,809 1.76% 1.8% 189 -427 -0.46% Q4 2025 Jan 26, 2026
Financial Engines Advisors L.L.C. History Added to 91,868 23,697 0.04% 0.04% 190 +1,166 1.29% Q4 2025 Feb 12, 2026
Cadence Bank History Added to 89,357 23,049 1.35% 1.3% 191 +5,408 6.44% Q4 2025 Jan 30, 2026
Laird Norton Wetherby Trust Company, LLC History New 88,869 22,923 0.48% — 192 +88,869 New Q4 2025 Feb 17, 2026
Glenview Trust Co History Reduced 88,586 22,850 0.35% 0.36% 193 -1,166 -1.3% Q4 2025 Feb 09, 2026
Koshinski Asset Management, Inc. History Added to 87,749 22,634 1.46% 1.41% 194 +5,082 6.15% Q4 2025 Feb 03, 2026
Circle Wealth Management, LLC History Added to 87,586 22,592 0.35% 0.19% 195 +48,700 125.24% Q4 2025 Feb 13, 2026
Hurlow Wealth Management Group, Inc. History Added to 87,449 22,557 5.52% 5.7% 196 +908 1.05% Q4 2025 Feb 17, 2026
MONTAG A & ASSOCIATES INC History Reduced 86,859 22,405 1.02% 1.08% 197 -4,968 -5.41% Q4 2025 Feb 02, 2026
MANNING & NAPIER ADVISORS LLC History Added to 85,736 22,331 0.29% 0.14% 198 +41,519 93.9% Q4 2025 Feb 03, 2026
Curran Financial Partners, LLC History Added to 86,511 22,315 4.24% 3.81% 199 +10,756 14.2% Q4 2025 Jan 22, 2026
HB Wealth Management, LLC History Added to 85,990 22,181 0.14% 0.14% 200 +2,861 3.44% Q4 2025 Jan 28, 2026
Summit Trail Advisors, LLC History Reduced 85,594 22,079 0.38% 0.33% 201 -7,107 -7.67% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History No change 85,513 22,058 1.95% 2.08% 202 0 0.0% Q4 2025 Jan 16, 2026
Koesten, Hirschmann & Crabtree, INC. History Reduced 84,697 21,847 10.75% 10.39% 203 -942 -1.1% Q4 2025 Feb 09, 2026
Bleakley Financial Group, LLC History Added to 83,925 21,648 0.38% 0.49% 204 +1,370 1.66% Q4 2025 Feb 09, 2026
AlphaCore Capital LLC History Added to 83,303 21,488 0.48% 0.49% 205 +26,263 46.04% Q4 2025 Feb 05, 2026
Focus Partners Advisor Solutions, LLC History Reduced 83,002 21,410 0.26% 0.32% 206 -28,119 -25.3% Q4 2025 Feb 11, 2026
FIRST MANHATTAN CO. LLC. History Added to 82,749 21,345 0.06% 0.05% 207 +3,710 4.69% Q4 2025 Feb 17, 2026
BCK Partners, Inc. History Reduced 82,019 21,156 11.43% 11.54% 208 -2,271 -2.69% Q4 2025 Jan 28, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 81,626 21,055 5.01% 5.12% 209 +462 0.57% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Added to 81,562 21,038 0.91% 0.89% 210 +1,198 1.49% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History Added to 81,513 21,026 0.6% 0.59% 211 +6,246 8.3% Q4 2025 Jan 20, 2026
Nuveen, LLC History Reduced 81,080 20,914 0.01% 0.01% 212 -27,800 -25.53% Q4 2025 Feb 12, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 80,411 20,741 0.39% 0.44% 213 -6,425 -7.4% Q4 2025 Feb 10, 2026
Whitegate Investment Counselors, Inc. History Added to 80,010 20,638 6.45% 6.64% 214 +639 0.81% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 79,687 20,555 0.07% 0.07% 215 +4,995 6.69% Q4 2025 Feb 06, 2026
SIMON QUICK ADVISORS, LLC History Added to 79,554 20,520 0.9% 0.87% 216 +4,080 5.41% Q4 2025 Jan 29, 2026
TECTONIC ADVISORS LLC History Added to 79,357 20,470 1.08% 1.03% 217 +4,863 6.53% Q4 2025 Jan 23, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 79,308 20,457 1.83% 2.16% 218 -3,456 -4.18% Q4 2025 Jan 30, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 79,060 20,393 1.97% 2.05% 219 -437 -0.55% Q4 2025 Feb 06, 2026
Noble Family Wealth, LLC History Added to 78,920 20,357 4.29% 3.85% 220 +10,177 14.8% Q4 2025 Jan 07, 2026
DeDora Capital, Inc. History Added to 78,867 20,343 4.82% 4.7% 221 +2,350 3.07% Q4 2025 Jan 22, 2026
Twele Capital Management, Inc. History Added to 78,139 20,155 3.6% 3.65% 222 +404 0.52% Q4 2025 Jan 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 77,696 20,041 0.64% 0.67% 223 +47 0.06% Q4 2025 Jan 12, 2026
Compton Wealth Advisory Group, LLC History Reduced 77,122 19,893 4.35% 4.64% 224 -1,688 -2.14% Q4 2025 Jan 13, 2026
Charles Schwab Trust Co History Reduced 76,433 19,715 1.3% 1.34% 225 -950 -1.23% Q4 2025 Jan 09, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 75,146 19,383 4.39% 4.68% 226 -528 -0.7% Q4 2025 Jan 26, 2026
Elm Partners Management LLC History Reduced 74,845 19,306 0.88% 0.98% 227 -2,164 -2.81% Q4 2025 Feb 10, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 74,674 19,262 0.54% 0.54% 228 +165 0.22% Q4 2025 Jan 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 74,620 19,248 0.21% 0.21% 229 +6,185 9.04% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 73,463 18,949 0.23% 0.24% 230 -29,989 -28.99% Q4 2025 Feb 13, 2026
Drucker Wealth 3.0, LLC History Added to 73,093 18,854 3.31% 3.26% 231 +977 1.35% Q4 2025 Feb 03, 2026
SAM Advisors, LLC History Added to 72,561 18,717 5.92% 5.89% 232 +643 0.89% Q4 2025 Feb 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 72,085 18,594 0.36% 0.36% 233 +1,244 1.76% Q4 2025 Feb 12, 2026
Strategic Investment Advisors / MI History Added to 71,858 18,539 1.6% 1.59% 234 +71,808 143616.0% Q4 2025 Feb 17, 2026
SAGE RHINO CAPITAL LLC History Added to 71,749 18,507 3.49% 3.49% 235 +773 1.09% Q4 2025 Jan 30, 2026
Marietta Wealth Management, LLC History Added to 71,456 18,431 2.13% 2.21% 236 +468 0.66% Q4 2025 Jan 28, 2026
Stephens Consulting, LLC History Added to 71,033 18,323 5.92% 0.92% 237 +60,417 569.11% Q4 2025 Jan 13, 2026
Fiduciary Wealth Partners, LLC History Reduced 70,887 18,285 7.5% 7.59% 238 -221 -0.31% Q4 2025 Jan 28, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 69,662 17,969 0.01% 0.01% 239 -2,686 -3.71% Q4 2025 Feb 17, 2026
Crane Advisory, LLC History Reduced 65,994 17,964 2.72% 2.86% 240 -5,285 -7.41% Q4 2025 Jan 15, 2026
McIlrath & Eck, LLC History Added to 69,557 17,942 1.67% 1.7% 241 +4,978 7.71% Q4 2025 Feb 03, 2026
Allworth Financial LP History New 69,310 17,878 0.07% — 242 +69,310 New Q4 2025 Feb 05, 2026
Wealthspire Retirement, LLC History Added to 69,135 17,833 1.08% 1.11% 243 +814 1.19% Q4 2025 Feb 18, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 68,728 17,728 0.1% 0.09% 244 +5,161 8.12% Q4 2025 Feb 11, 2026
Acropolis Investment Management, LLC History Reduced 68,467 17,661 0.79% 0.85% 245 -2,008 -2.85% Q4 2025 Jan 14, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 68,419 17,648 2.88% 2.7% 246 +5,057 7.98% Q4 2025 Jan 27, 2026
Gemmer Asset Management LLC History Reduced 68,354 17,632 1.36% 1.4% 247 -92 -0.13% Q4 2025 Jan 23, 2026
GOLDEN ROAD ADVISORS LLC History Reduced 68,122 17,572 10.0% 10.12% 248 -630 -0.92% Q4 2025 Feb 02, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 64,451 17,363 0.36% 0.35% 249 +70 0.11% Q4 2025 Jan 26, 2026
Abound Wealth Management History Added to 67,193 17,332 4.06% 4.25% 250 +391 0.59% Q4 2025 Jan 12, 2026
INSPIRION WEALTH ADVISORS, LLC History Added to 66,971 17,275 2.12% 0.07% 251 +64,792 2973.47% Q4 2025 Jan 09, 2026
World Investment Advisors History Added to 66,846 17,242 0.28% 0.25% 252 +19,436 41.0% Q4 2025 Mar 12, 2026
AGF MANAGEMENT LTD History Reduced 66,579 17,174 0.07% 0.07% 253 -368 -0.55% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 65,352 16,857 0.19% 0.2% 254 -4,616 -6.6% Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 64,584 16,659 0.21% 0.22% 255 -1,112 -1.69% Q4 2025 Jan 29, 2026
AJ Advisors, LLC History Added to 64,044 16,520 6.1% 6.35% 256 +3,075 5.04% Q4 2025 Jan 21, 2026
Concurrent Investment Advisors, LLC History Added to 63,820 16,462 0.19% 0.21% 257 +15,441 31.92% Q4 2025 Jan 29, 2026
True North Advisors, LLC History New 63,812 16,460 2.13% — 258 +63,812 New Q4 2025 Jan 22, 2026
Cresset Asset Management, LLC History Added to 63,036 16,260 0.07% 0.07% 259 +2,226 3.66% Q4 2025 Feb 17, 2026
Nelson Capital Management, LLC History Reduced 62,859 16,214 1.9% 1.91% 260 -356 -0.56% Q4 2025 Feb 10, 2026
Wealth Architects, LLC History Reduced 62,056 16,007 1.44% 1.5% 261 -586 -0.94% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 61,622 15,895 0.13% 0.12% 262 +4,057 7.05% Q4 2025 Feb 13, 2026
BURLING WEALTH PARTNERS, LLC History Added to 60,785 15,679 2.44% 2.41% 263 +3,451 6.02% Q4 2025 Feb 06, 2026
BLAIR WILLIAM & CO/IL History Added to 60,762 15,673 0.04% 0.04% 264 +1,162 1.95% Q4 2025 Feb 17, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 60,354 15,568 0.23% 0.23% 265 -711 -1.16% Q4 2025 Feb 12, 2026
Tribridge Partners Financial LLC History Added to 60,193 15,526 6.51% 6.61% 266 +4,062 7.24% Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 57,607 15,408 0.54% 0.53% 267 +1,337 2.38% Q4 2025 Jan 08, 2026
McAdam, LLC History Added to 59,692 15,397 0.7% 0.72% 268 +2,300 4.01% Q4 2025 Feb 13, 2026
Plum Street Advisors, LLC History Added to 58,842 15,178 5.41% 5.62% 269 +1,570 2.74% Q4 2025 Feb 13, 2026
Trust Co of the South History Reduced 58,550 15,102 2.43% 2.67% 270 -4,812 -7.59% Q4 2025 Jan 05, 2026
Aries Wealth Management History Added to 58,035 14,970 3.31% 3.14% 271 +5,890 11.3% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Added to 57,614 14,861 0.55% 0.57% 272 +823 1.45% Q4 2025 Feb 06, 2026
Capital Group Private Client Services, Inc. History Added to 57,398 14,806 0.24% 0.22% 273 +5,926 11.51% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 56,994 14,701 0.31% 0.31% 274 +2,679 4.93% Q4 2025 Feb 05, 2026
Dunhill Financial, LLC History Added to 57,382 14,660 3.59% 3.37% 275 +6,569 12.93% Q4 2025 Jan 29, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 52,700 14,616 2.09% 1.96% 276 +5,382 11.37% Q4 2025 Feb 11, 2026
ALLIANZ SE History No change 56,605 14,601 0.19% 0.31% 277 0 0.0% Q4 2025 Feb 13, 2026
ATMOS ADVISORY, LLC History Added to 56,579 14,594 8.46% 8.33% 278 +2,817 5.24% Q4 2025 Jan 21, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 56,415 14,552 0.64% 0.84% 279 -20,976 -27.1% Q4 2025 Feb 17, 2026
ETF Portfolio Partners, Inc. History Added to 56,025 14,451 3.73% 3.73% 280 +942 1.71% Q4 2025 Jan 20, 2026
GoalFusion Wealth Management, LLC History Added to 55,882 14,414 6.67% 6.69% 281 +770 1.4% Q4 2025 Jan 06, 2026
White Wing Wealth Management History Added to 55,341 14,275 8.52% 8.61% 282 +955 1.76% Q4 2025 Jan 15, 2026
RFG HOLDINGS, INC. History Added to 54,863 14,152 3.55% 3.52% 283 +1,223 2.28% Q4 2025 Jan 23, 2026
McClarren Financial Advisors, Inc. History Added to 55,648 14,135 8.43% 8.65% 284 +1,734 3.22% Q4 2025 Jan 13, 2026
Focused Wealth Management, Inc History Added to 54,191 13,978 1.46% 1.4% 285 +2,543 4.92% Q4 2025 Jan 29, 2026
NorthRock Partners, LLC History Added to 54,025 13,935 0.24% 0.01% 286 +51,511 2048.97% Q4 2025 Feb 17, 2026
VSM Wealth Advisory, LLC History Reduced 53,889 13,900 4.17% 4.35% 287 -1,118 -2.03% Q4 2025 Feb 06, 2026
Ameritas Advisory Services, LLC History Added to 53,849 13,890 0.52% 0.27% 288 +37,333 226.04% Q4 2025 Feb 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 53,725 13,858 0.25% 0.28% 289 -1,872 -3.37% Q4 2025 Jan 16, 2026
SAGE FINANCIAL GROUP INC History Added to 53,169 13,714 0.91% 0.91% 290 +817 1.56% Q4 2025 Jan 27, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 50,012 13,613 0.92% 0.81% 291 +9,415 23.19% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 52,610 13,570 0.44% 0.53% 292 +6,926 15.16% Q4 2025 Jan 20, 2026
Rossmore Private Capital History Added to 52,303 13,491 1.2% 1.28% 293 +5,671 12.16% Q4 2025 Feb 05, 2026
PDS Planning, Inc History Added to 52,076 13,432 0.9% 0.89% 294 +1,215 2.39% Q4 2025 Jan 26, 2026
CRA Financial Services, LLC History Reduced 51,887 13,384 1.75% 2.2% 295 -11,377 -17.98% Q4 2025 Jan 16, 2026
Riverview Capital Advisers, LLC History Reduced 51,834 13,370 4.05% 3.85% 296 -510 -0.97% Q4 2025 Feb 17, 2026
Asset Management Group, Inc. History Added to 51,805 13,363 2.16% 2.14% 297 +271 0.53% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 51,454 13,272 0.13% 0.13% 298 +3,044 6.29% Q4 2025 Feb 13, 2026
Clarity Wealth Advisors, LLC History Added to 51,430 13,266 2.71% 2.76% 299 +2,125 4.31% Q4 2025 Jan 23, 2026
Sage Mountain Advisors LLC History Added to 51,310 13,235 0.7% 0.66% 300 +6,041 13.34% Q4 2025 Jan 23, 2026
Quantinno Capital Management LP History Added to 51,066 13,172 0.03% 0.02% 301 +18,443 56.53% Q4 2025 Feb 17, 2026
CAPITAL ADVISORS INC/OK History Reduced 50,875 13,123 0.21% 0.22% 302 -282 -0.55% Q4 2025 Jan 15, 2026
KTF INVESTMENTS, LLC History New 50,638 13,062 2.15% — 303 +50,638 New Q4 2025 Jan 30, 2026
BENJAMIN EDWARDS INC History Reduced 50,352 12,997 0.14% 0.15% 304 -150 -0.3% Q4 2025 Feb 02, 2026
Arbor Wealth Advisors LLC History Added to 50,370 12,993 9.26% 9.56% 305 +10 0.02% Q4 2025 Jan 12, 2026
Dakota Wealth Management History Added to 50,223 12,955 0.23% 0.07% 306 +36,771 273.35% Q4 2025 Jan 13, 2026
OPPENHEIMER & CO INC History Added to 49,996 12,896 0.18% 0.15% 307 +342 0.69% Q4 2025 Feb 02, 2026
St. Louis Trust Co History Reduced 49,927 12,878 1.48% 1.59% 308 -228 -0.45% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO History Reduced 47,790 12,875 0.14% 0.14% 309 -636 -1.31% Q4 2025 Jan 26, 2026
Bear Mountain Capital, Inc. History Reduced 46,422 12,802 4.13% 4.01% 310 -117 -0.25% Q4 2025 Jan 22, 2026
STALEY CAPITAL ADVISERS INC History Reduced 49,374 12,735 0.53% 0.52% 311 -298 -0.6% Q4 2025 Feb 05, 2026
IFC Advisors LLC History Added to 49,283 12,712 1.86% 0.05% 312 +48,201 4454.81% Q4 2025 Feb 12, 2026
Roberts Wealth Advisors, LLC History Added to 49,198 12,690 3.31% 3.27% 313 +841 1.74% Q4 2025 Jan 13, 2026
Vawter Financial, Ltd. History Added to 48,725 12,568 5.31% 5.54% 314 +735 1.53% Q4 2025 Feb 02, 2026
Ashton Thomas Private Wealth, LLC History Reduced 48,372 12,477 0.3% 0.32% 315 -350 -0.72% Q4 2025 Jan 29, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 48,005 12,382 0.16% 0.16% 316 -257 -0.53% Q4 2025 Jan 22, 2026
High Note Wealth, LLC History Added to 47,793 12,328 2.41% 2.4% 317 +668 1.42% Q4 2025 Feb 05, 2026
Cherry Tree Wealth Management, LLC History Added to 47,621 12,283 2.59% 2.55% 318 +1,992 4.37% Q4 2025 Feb 10, 2026
GeoWealth Management, LLC History Reduced 47,492 12,250 0.45% 0.45% 319 -969 -2.0% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 47,393 12,225 0.14% 0.14% 320 +639 1.37% Q4 2025 Jan 20, 2026
David Kennon Inc History Reduced 47,353 12,214 4.34% 4.38% 321 -483 -1.01% Q4 2025 Jan 26, 2026
Kathmere Capital Management, LLC History Added to 47,246 12,187 0.82% 0.85% 322 +114 0.24% Q4 2025 Jan 13, 2026
Ballentine Partners, LLC History Added to 47,101 12,149 0.17% 0.16% 323 +565 1.21% Q4 2025 Feb 03, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 47,077 12,143 3.01% 3.17% 324 +783 1.69% Q4 2025 Feb 06, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 47,029 12,131 2.54% 2.45% 325 +2,381 5.33% Q4 2025 Jan 21, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 46,835 12,081 1.08% 1.07% 326 -1,049 -2.19% Q4 2025 Jan 30, 2026
Mason & Associates, LLC History Reduced 46,741 12,056 2.74% 2.93% 327 -2,548 -5.17% Q4 2025 Jan 21, 2026
Smith & Howard Wealth Management, LLC History Reduced 46,528 12,002 2.7% 3.07% 328 -5,836 -11.15% Q4 2025 Feb 03, 2026
May Hill Capital, LLC History Added to 46,438 11,978 1.57% 1.89% 329 +21,063 83.01% Q4 2025 Feb 05, 2026
Capital Planning LLC History Added to 45,004 11,770 3.3% 3.31% 330 +422 0.95% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 43,156 11,760 0.55% 0.64% 331 -465 -1.07% Q4 2025 Feb 03, 2026
ARROW FINANCIAL CORP History Reduced 45,248 11,671 1.16% 1.23% 332 -2,114 -4.46% Q4 2025 Feb 05, 2026
DORVAL Corp History Added to 45,204 11,660 3.72% 3.64% 333 +1,967 4.55% Q4 2025 Jan 26, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 45,192 11,657 0.7% 0.72% 334 -3,737 -7.64% Q4 2025 Jan 20, 2026
Spectrum Financial Alliance Ltd LLC History Reduced 45,190 11,656 2.3% 2.84% 335 -395 -0.87% Q4 2025 Jan 30, 2026
James J. Burns & Company, LLC History Added to 44,953 11,595 1.6% 1.62% 336 +2,196 5.14% Q4 2025 Jan 23, 2026
Caprock Group, LLC History Added to 44,718 11,535 0.24% 0.28% 337 +367 0.83% Q4 2025 Jan 28, 2026
Farther Finance Advisors, LLC History Added to 44,315 11,430 0.12% 0.12% 338 +13,825 45.34% Q4 2025 Jan 23, 2026
Leeward Financial Partners, LLC History Added to 44,292 11,425 3.21% 3.16% 339 +675 1.55% Q4 2025 Feb 09, 2026
HARBOR ADVISORY CORP /MA/ History Added to 44,096 11,374 3.44% 3.21% 340 +1,394 3.26% Q4 2025 Feb 06, 2026
Cynosure Group, LLC History Reduced 43,649 11,259 1.15% 1.32% 341 -4,277 -8.92% Q4 2025 Feb 17, 2026
Fee-Only Financial Planning, L.C. History Reduced 43,560 11,236 6.55% 6.5% 342 -247 -0.56% Q4 2025 Jan 26, 2026
Archford Capital Strategies, LLC History Added to 43,535 11,229 1.31% 1.08% 343 +7,715 21.54% Q4 2025 Jan 15, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 43,506 11,222 0.29% 0.32% 344 -2,839 -6.13% Q4 2025 Jan 23, 2026
Wealth Analytics Partners, LLC History New 43,390 11,192 4.39% — 345 +43,390 New Q4 2025 Feb 17, 2026
JDM Financial Group LLC History Added to 90,503 11,173 4.34% 4.59% 346 +44,476 96.63% Q4 2025 Feb 02, 2026
Fonville Wealth Management LLC History Added to 43,179 11,137 2.28% 2.44% 347 +510 1.2% Q4 2025 Jan 23, 2026
CSM Advisors, LLC History Added to 43,102 11,117 0.3% 0.27% 348 +5,198 13.71% Q4 2025 Feb 11, 2026
CITADEL ADVISORS LLC History Added to 42,904 11,067 0.0% 0.0% 349 +18,819 78.14% Q4 2025 Feb 17, 2026
Agate Pass Investment Management, LLC History Added to 42,875 11,059 4.11% 4.06% 350 +915 2.18% Q4 2025 Jan 08, 2026
NORTHSTAR ASSET MANAGEMENT Co History Added to 42,761 11,030 2.34% 2.31% 351 +457 1.08% Q4 2025 Jan 27, 2026
Apollon Wealth Management, LLC History Reduced 42,724 11,020 0.19% 0.2% 352 -711 -1.64% Q4 2025 Jan 22, 2026
Madrona Financial Services, LLC History Added to 42,603 10,989 2.35% 2.37% 353 +391 0.93% Q4 2025 Jan 22, 2026
Red Wave Investments LLC History Added to 42,541 10,973 3.26% 3.32% 354 +24 0.06% Q4 2025 Feb 06, 2026
Berman McAleer LLC History Reduced 42,161 10,875 1.49% 1.58% 355 -2,163 -4.88% Q4 2025 Feb 05, 2026
FIDUCIARY ADVISORS, INC. History Added to 42,123 10,865 8.26% 8.41% 356 +1,164 2.84% Q4 2025 Jan 27, 2026
Praetorian Wealth Management, Inc. History Reduced 41,792 10,780 2.14% 2.2% 357 -443 -1.05% Q4 2025 Jan 14, 2026
Discipline Wealth Solutions, LLC History Added to 41,746 10,768 2.0% 0.67% 358 +31,821 320.61% Q4 2025 Jan 26, 2026
Perigon Wealth Management, LLC History Reduced 41,687 10,753 0.19% 0.23% 359 -2,072 -4.74% Q4 2025 Jan 16, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 41,430 10,686 5.76% 5.76% 360 +1,925 4.87% Q4 2025 Jan 29, 2026
Capital Management Associates, Inc History Added to 41,414 10,682 2.36% 1.9% 361 +13,783 49.88% Q4 2025 Jan 21, 2026
Beacon Financial Strategies CORP History Added to 41,311 10,656 5.95% 6.19% 362 +77 0.19% Q4 2025 Jan 12, 2026
TD Capital Management LLC History Reduced 41,080 10,596 0.94% 0.94% 363 -40 -0.1% Q4 2025 Feb 26, 2026
Horizons Wealth Management History Added to 41,077 10,595 6.94% 6.94% 364 +986 2.46% Q4 2025 Jan 05, 2026
EARNED WEALTH ADVISORS, LLC History Added to 40,969 10,567 3.41% 1.45% 365 +6,352 18.35% Q4 2025 Jan 27, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 40,650 10,485 1.31% 1.09% 366 +5,865 16.86% Q4 2025 Feb 09, 2026
BOK Financial Private Wealth, Inc. History Reduced 40,556 10,461 0.64% 0.71% 367 -3,479 -7.9% Q4 2025 Feb 06, 2026
25 LLC History Reduced 40,247 10,381 3.29% 4.57% 368 -12,494 -23.69% Q4 2025 Jan 15, 2026
HUNTINGTON NATIONAL BANK History Reduced 40,026 10,324 0.06% 0.07% 369 -6,184 -13.38% Q4 2025 Feb 09, 2026
SouthState Bank Corp History Added to 39,752 10,253 0.46% 0.42% 370 +3,793 10.55% Q4 2025 Feb 11, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 39,702 10,241 0.13% 0.13% 371 -130 -0.33% Q4 2025 Feb 10, 2026
Signal Advisors Wealth, LLC History Added to 39,640 10,225 0.81% 0.79% 372 +5,549 16.28% Q4 2025 Jan 13, 2026
CULBERTSON A N & CO INC History Reduced 39,626 10,221 1.4% 1.44% 373 -520 -1.3% Q4 2025 Jan 21, 2026
BlueSky Wealth Advisors, LLC History Reduced 39,530 10,196 1.34% 1.36% 374 -275 -0.69% Q4 2025 Jan 26, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 39,433 10,171 0.8% 0.81% 375 -525 -1.31% Q4 2025 Jan 14, 2026
Brick & Kyle, Associates History Reduced 39,412 10,166 3.6% 3.71% 376 -139 -0.35% Q4 2025 Feb 13, 2026
Beirne Wealth Consulting Services, LLC History Reduced 39,384 10,159 2.94% 2.47% 377 -1,033 -2.56% Q4 2025 Jan 29, 2026
Ellevest, Inc. History Added to 39,351 10,150 1.4% 1.38% 378 +1,395 3.68% Q4 2025 Feb 10, 2026
Single Point Partners, LLC History Reduced 39,285 10,133 2.0% 2.03% 379 -24 -0.06% Q4 2025 Jan 26, 2026
Kearns & Associates LLC History Added to 39,028 10,067 5.2% 5.26% 380 +24 0.06% Q4 2025 Jan 08, 2026
Brooklyn FI, LLC History Added to 38,993 10,058 2.15% 2.02% 381 +3,604 10.18% Q4 2025 Jan 21, 2026
Empower Advisory Group, LLC History Added to 38,984 10,055 0.03% 0.02% 382 +4,511 13.09% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 38,934 10,043 0.22% 0.23% 383 +330 0.85% Q4 2025 Jan 27, 2026
Napier Financial, LLC History New 38,917 10,038 2.51% — 384 +38,917 New Q4 2025 Feb 11, 2026
Chesley Taft & Associates LLC History Added to 38,368 9,897 0.39% 0.38% 385 +2,975 8.41% Q4 2025 Jan 14, 2026
Code Waechter LLC History Reduced 37,962 9,792 6.29% 7.05% 386 -4,278 -10.13% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Added to 37,724 9,730 0.52% 0.51% 387 +2,376 6.72% Q4 2025 Jan 20, 2026
Legacy Wealth Partners, LLC History New 37,414 9,650 2.5% — 388 +37,414 New Q4 2025 Feb 17, 2026
Cornerstone National Bank & Trust Co History Added to 37,242 9,606 3.83% 3.83% 389 +295 0.8% Q4 2025 Jan 29, 2026
PRINCIPAL SECURITIES, INC. History Added to 37,145 9,581 0.15% 0.15% 390 +859 2.37% Q4 2025 Feb 12, 2026
Crusonia Wealth Advisors LLC History New 37,079 9,564 2.1% — 391 +37,079 New Q4 2025 Feb 18, 2026
TriaGen Wealth Management LLC History Added to 37,004 9,545 2.47% 2.42% 392 +516 1.41% Q4 2025 Jan 27, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 36,573 9,433 0.32% 0.33% 393 -2,151 -5.55% Q4 2025 Feb 12, 2026
Black Diamond Financial, LLC History Reduced 36,399 9,389 0.99% 1.04% 394 -239 -0.65% Q4 2025 Feb 03, 2026
Field & Main Bank History Added to 36,334 9,372 2.7% 2.55% 395 +2,333 6.86% Q4 2025 Jan 28, 2026
Financial Futures Ltd Liability Co. History Added to 36,256 9,352 4.33% 4.08% 396 +3,248 9.84% Q4 2025 Jan 23, 2026
Evolution Wealth Advisors, LLC History Reduced 36,224 9,343 0.94% 1.24% 397 -27 -0.07% Q4 2025 Jan 12, 2026
Visionary Wealth Advisors History Added to 35,963 9,276 0.42% 0.42% 398 +664 1.88% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 35,907 9,262 0.44% 0.41% 399 -947 -2.57% Q4 2025 Jan 21, 2026
Sand Hill Global Advisors, LLC History Reduced 35,875 9,254 0.32% 0.32% 400 -407 -1.12% Q4 2025 Feb 12, 2026
Prospera Financial Services Inc History Added to 35,710 9,232 0.15% 0.16% 401 +17 0.05% Q4 2025 Feb 09, 2026
Verum Partners LLC History Reduced 35,703 9,209 1.86% 1.93% 402 -68 -0.19% Q4 2025 Jan 14, 2026
Wealthcare Advisory Partners LLC History Reduced 35,608 9,185 0.18% 0.19% 403 -908 -2.49% Q4 2025 Jan 14, 2026
BOKF, NA History Reduced 35,504 9,158 0.14% 0.15% 404 -2,679 -7.02% Q4 2025 Feb 03, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 35,461 9,147 1.92% 1.5% 405 +12,909 57.24% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 35,360 9,121 0.2% 0.2% 406 +264 0.75% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History Added to 35,273 9,098 0.2% 0.22% 407 +1,987 5.97% Q4 2025 Feb 06, 2026
Wealth Management Strategies, Inc. History Added to 35,225 9,086 4.18% 4.36% 408 +630 1.82% Q4 2025 Feb 17, 2026
Haverford Trust Co History Added to 35,167 9,071 0.08% 0.08% 409 +159 0.45% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 35,159 9,069 0.39% 0.38% 410 -10,212 -22.51% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 35,102 9,054 0.0% 0.0% 411 +2,275 6.93% Q4 2025 Feb 12, 2026
RWA WEALTH PARTNERS, LLC History Reduced 35,076 9,047 0.1% 0.11% 413 -3,602 -9.31% Q4 2025 Feb 12, 2026
Valmark Advisers, Inc. History Added to 35,073 9,047 0.11% 0.11% 412 +931 2.73% Q4 2025 Jan 26, 2026
STEPH & CO History Reduced 34,369 8,865 2.56% 2.75% 414 -1,080 -3.05% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Added to 34,017 8,860 0.34% 0.04% 415 +31,527 1266.14% Q4 2025 Feb 13, 2026
Thrive Wealth Management, LLC History Added to 34,315 8,851 1.3% 1.23% 416 +2,141 6.65% Q4 2025 Jan 12, 2026
Orgel Wealth Management, LLC History Reduced 34,183 8,817 0.19% 0.21% 417 -2,566 -6.98% Q4 2025 Jan 07, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 33,977 8,764 0.42% 0.44% 418 +5,179 17.98% Q4 2025 Jan 28, 2026
NWAM LLC History Reduced 32,523 8,644 0.48% 0.47% 419 -1,320 -3.9% Q4 2025 Feb 04, 2026
Sandy Cove Advisors, LLC History Reduced 33,177 8,558 2.53% 3.06% 420 -4,478 -11.89% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History Reduced 33,125 8,544 0.24% 0.24% 421 -1,022 -2.99% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History Added to 33,047 8,524 0.03% 0.03% 422 +9,326 39.32% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Added to 32,958 8,501 0.14% 0.14% 423 +208 0.64% Q4 2025 Feb 03, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 32,952 8,499 1.89% 2.12% 424 -3,448 -9.47% Q4 2025 Jan 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 32,803 8,461 0.27% 0.28% 425 -1,473 -4.3% Q4 2025 Jan 30, 2026
Five Pine Wealth Management History Added to 32,750 8,447 5.42% 5.56% 426 +404 1.25% Q4 2025 Jan 21, 2026
Elite Financial, Inc. History Reduced 32,646 8,421 3.83% 3.82% 427 -45 -0.14% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Reduced 32,263 8,396 0.27% 0.3% 428 -1,971 -5.76% Q4 2025 Feb 13, 2026
WESCAP Management Group, Inc. History Reduced 32,435 8,366 1.7% 1.74% 429 -219 -0.67% Q4 2025 Feb 11, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 32,377 8,351 0.27% 0.26% 430 +2,631 8.84% Q4 2025 Feb 13, 2026
Cambridge Advisors Inc. History Added to 32,346 8,343 1.59% 1.58% 431 +450 1.41% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Reduced 32,189 8,303 0.15% 0.19% 432 -1,690 -4.99% Q4 2025 Feb 06, 2026
J.W. COLE ADVISORS, INC. History Reduced 51,567 8,294 0.2% 0.28% 433 -6,233 -10.78% Q4 2025 Feb 11, 2026
Oldfather Financial Services, LLC History Added to 32,013 8,257 2.46% 2.53% 434 +29 0.09% Q4 2025 Jan 16, 2026
Capital Advantage, Inc. History Added to 31,972 8,247 1.11% 0.89% 435 +8,620 36.91% Q4 2025 Jan 07, 2026
Evolution Advisers, Inc. History Added to 31,866 8,219 3.56% 3.54% 437 +959 3.1% Q4 2025 Jan 23, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 31,862 8,219 3.59% 3.71% 436 +133 0.42% Q4 2025 Jan 29, 2026
Silverleafe Capital Partners, LLC History Reduced 31,845 8,214 2.44% 2.49% 438 -146 -0.46% Q4 2025 Jan 12, 2026
Dynamic Advisor Solutions LLC History Reduced 31,737 8,186 0.26% 0.25% 439 -1,586 -4.76% Q4 2025 Jan 09, 2026
Vise Technologies, Inc. History Added to 31,433 8,108 0.16% 0.15% 440 +15,930 102.75% Q4 2025 Feb 11, 2026
Midwest Trust Co History Added to 31,367 8,091 0.1% 0.1% 441 +2,396 8.27% Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Added to 31,290 8,071 0.63% 0.6% 442 +1,510 5.07% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 31,148 8,034 0.02% 0.02% 443 -397 -1.26% Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 31,134 8,030 0.65% 0.66% 444 +1,163 3.88% Q4 2025 Feb 12, 2026
Prosperity Advisers, LLC History New 31,129 8,029 6.63% — 445 +31,129 New Q4 2025 Jan 23, 2026
Florida Trust Wealth Management Co History Reduced 31,068 8,013 0.22% 0.24% 446 -2,253 -6.76% Q4 2025 Jan 20, 2026
First Bancorp, Inc /ME/ History Added to 30,920 7,975 4.24% 4.04% 447 +1,065 3.57% Q4 2025 Jan 26, 2026
Fi3 FINANCIAL ADVISORS, LLC History Reduced 30,826 7,951 2.43% 2.77% 448 -1,321 -4.11% Q4 2025 Feb 06, 2026
JNBA Financial Advisors History Added to 30,821 7,950 0.69% 0.71% 449 +140 0.46% Q4 2025 Jan 26, 2026
Rinkey Investments History Added to 30,813 7,948 2.02% 2.07% 450 +160 0.52% Q4 2025 Feb 04, 2026
Rehmann Capital Advisory Group History Reduced 30,759 7,934 0.41% 0.43% 451 -470 -1.51% Q4 2025 Mar 04, 2026
Latigo Investments, LLC History No change 30,671 7,911 3.89% 3.93% 452 0 0.0% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 30,636 7,902 0.16% 0.16% 453 -131 -0.43% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 30,631 7,901 0.01% 0.01% 454 -365 -1.18% Q4 2025 Feb 17, 2026
Ramiah Investment Group History Added to 30,355 7,830 7.67% 7.11% 455 +2,081 7.36% Q4 2025 Jan 28, 2026
Equity Wealth Partners, LLC History Added to 30,354 7,829 5.08% 3.39% 456 +13,939 84.92% Q4 2025 Jan 26, 2026
Warwick Investment Management, Inc. History Added to 30,284 7,811 1.2% 1.32% 457 +336 1.12% Q4 2025 Jan 15, 2026
FIDUCIENT ADVISORS LLC History Reduced 30,199 7,789 0.97% 0.99% 458 -2,936 -8.86% Q4 2025 Feb 10, 2026
Gilman Hill Asset Management, LLC History Reduced 30,173 7,783 1.23% 1.32% 459 -2,956 -8.92% Q4 2025 Jan 12, 2026
Roundview Capital LLC History Added to 30,165 7,781 0.48% 0.47% 460 +1,198 4.14% Q4 2025 Feb 09, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 30,092 7,762 0.06% 0.05% 461 +2,331 8.4% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 29,934 7,721 0.09% 0.09% 462 -641 -2.1% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History Added to 29,729 7,668 0.27% 0.35% 463 +2,051 7.41% Q4 2025 Jan 21, 2026
Arkos Global Advisors History Reduced 29,656 7,650 0.98% 0.96% 464 -122 -0.41% Q4 2025 Feb 13, 2026
Sovereign Financial Group, Inc. History Added to 29,616 7,639 1.32% 1.4% 465 +106 0.36% Q4 2025 Jan 07, 2026
Texas Yale Capital Corp. History Added to 29,612 7,638 0.23% 0.2% 466 +4,588 18.33% Q4 2025 Feb 10, 2026
Colony Family Offices, LLC History Reduced 29,453 7,597 1.9% 1.95% 467 -106 -0.36% Q4 2025 Jan 22, 2026
Johnson Bixby & Associates, LLC History Reduced 29,436 7,593 0.94% 1.09% 468 -4,061 -12.12% Q4 2025 Jan 14, 2026
GreatBanc Trust CO History Added to 29,229 7,539 5.31% 5.03% 469 +331 1.15% Q4 2025 Feb 12, 2026
NavPoint Financial, Inc. History Added to 29,184 7,527 3.22% 3.85% 470 +316 1.09% Q4 2025 Jan 20, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 29,176 7,525 0.32% 0.31% 471 0 0.0% Q4 2025 Feb 12, 2026
Sequoia Financial Advisors, LLC History Added to 29,161 7,522 0.04% 0.04% 472 +530 1.85% Q4 2025 Feb 03, 2026
GILL CAPITAL PARTNERS, LLC History Added to 28,808 7,430 2.25% 2.2% 473 +500 1.77% Q4 2025 Feb 10, 2026
Plus Group Wealth Advisors LLC History New 28,778 7,423 8.23% — 474 +28,778 New Q4 2025 Feb 05, 2026
Prepared Retirement Institute LLC History Reduced 28,706 7,404 3.73% 3.91% 475 -769 -2.61% Q4 2025 Jan 29, 2026
Annex Advisory Services, LLC History Reduced 28,508 7,353 0.14% 0.16% 476 -1,197 -4.03% Q4 2025 Jan 26, 2026
FIFTH THIRD SECURITIES, INC. History Added to 28,248 7,286 0.48% 0.49% 477 +298 1.07% Q4 2025 Jan 23, 2026
Duncan Williams Asset Management, LLC History Added to 26,621 7,245 1.8% 1.8% 478 +1,407 5.58% Q4 2025 Feb 05, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 27,921 7,202 2.6% 2.71% 479 -552 -1.94% Q4 2025 Jan 14, 2026
Creekside Partners History Reduced 27,907 7,198 3.04% 3.15% 480 -212 -0.75% Q4 2025 Feb 13, 2026
BEACON FINANCIAL PLANNING, INC History Added to 27,889 7,193 3.47% 3.5% 481 +1,323 4.98% Q4 2025 Jan 22, 2026
BTG Pactual Asset Management US LLC History Added to 30,244 7,167 0.7% 0.32% 482 +992 3.39% Q4 2025 Feb 17, 2026
Arcadia Wealth Management, LLC History Added to 27,675 7,138 2.66% 2.49% 483 +3,001 12.16% Q4 2025 Feb 03, 2026
HighRoad Wealth Advisors, LLC History New 27,633 7,128 6.81% — 484 +27,633 New Q4 2025 Jan 27, 2026
WEBSTER BANK, N. A. History Reduced 27,566 7,110 0.67% 0.69% 485 -542 -1.93% Q4 2025 Jan 23, 2026
Rareview Capital LLC History Added to 29,918 7,090 4.6% 4.28% 486 +338 1.14% Q4 2025 Jan 29, 2026
ARCADIA INVESTMENT ADVISORS LLC History Added to 27,270 7,034 3.27% 1.41% 487 +15,820 138.17% Q4 2025 Jan 15, 2026
Stratos Wealth Advisors, LLC History Reduced 27,002 6,965 0.34% 0.37% 488 -3,114 -10.34% Q4 2025 Jan 20, 2026
Peterson Wealth Advisors, LLC History Reduced 26,885 6,935 0.92% 1.06% 489 -824 -2.97% Q4 2025 Jan 09, 2026
First PREMIER Bank History Added to 26,596 6,860 1.57% 1.43% 490 +1,838 7.42% Q4 2025 Jan 23, 2026
Meeder Advisory Services, Inc. History Added to 26,506 6,837 0.29% 0.29% 491 +1,618 6.5% Q4 2025 Feb 11, 2026
Permanent Capital Management, LP History Reduced 26,423 6,815 1.33% 3.11% 492 -38,870 -59.53% Q4 2025 Jan 07, 2026
Capital Advisors Wealth Management, LLC History Added to 26,221 6,763 0.92% 0.95% 493 +145 0.56% Q4 2025 Jan 21, 2026
SEI INVESTMENTS CO History Added to 25,974 6,699 0.01% 0.01% 494 +7,548 40.96% Q4 2025 Feb 13, 2026
Greenhouse Wealth Management, LLC History Added to 25,917 6,685 3.95% 3.94% 495 +120 0.47% Q4 2025 Jan 21, 2026
Quaker Wealth Management, LLC History Added to 25,820 6,660 2.11% 2.09% 496 +522 2.06% Q4 2025 Jan 28, 2026
GAMCO INVESTORS, INC. ET AL History Added to 25,813 6,658 0.06% 0.04% 497 +8,048 45.3% Q4 2025 Feb 05, 2026
Retirement Management Systems Inc. History New 25,761 6,645 1.7% — 498 +25,761 New Q4 2025 Feb 12, 2026
Continuum Advisory, LLC History Reduced 25,653 6,617 0.66% 0.71% 499 -863 -3.25% Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Reduced 25,397 6,551 0.17% 0.18% 500 -551 -2.12% Q4 2025 Feb 17, 2026
Accredited Investors Inc. History Reduced 25,301 6,526 0.35% 0.36% 501 -181 -0.71% Q4 2025 Feb 05, 2026
MACKENZIE FINANCIAL CORP History Added to 25,070 6,517 0.01% 0.01% 502 +1,215 5.09% Q4 2025 Feb 18, 2026
Essex Financial Services, Inc. History Added to 25,258 6,515 0.37% 0.36% 503 +1,444 6.06% Q4 2025 Feb 10, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 25,249 6,512 0.67% 0.69% 504 -583 -2.26% Q4 2025 Jan 30, 2026
Ruggaard & Associates LLC History Reduced 25,212 6,503 2.56% 2.59% 505 -2,022 -7.42% Q4 2025 Feb 20, 2026
REAP Financial Group, LLC History Added to 25,138 6,484 1.32% 1.25% 506 +2,572 11.4% Q4 2025 Feb 10, 2026
American Investment Services, Inc. History Reduced 24,957 6,437 1.49% 1.58% 507 -843 -3.27% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 24,855 6,413 0.05% — 508 +24,855 New Q4 2025 Feb 18, 2026
Mesirow Financial Investment Management, Inc. History Reduced 24,754 6,386 0.13% 0.11% 509 -473 -1.87% Q4 2025 Feb 05, 2026
Fifth Third Wealth Advisors LLC History Reduced 24,744 6,382 0.22% 0.23% 510 -184 -0.74% Q4 2025 Jan 15, 2026
Brightwater Advisory LLC History Reduced 24,719 6,376 4.31% 4.32% 511 -47 -0.19% Q4 2025 Feb 12, 2026
Family Investment Center, Inc. History Reduced 24,708 6,373 1.29% 1.32% 512 -324 -1.29% Q4 2025 Jan 23, 2026
PENNEY FINANCIAL, LLC History Added to 24,650 6,358 2.45% 2.63% 513 +1,550 6.71% Q4 2025 Jan 21, 2026
White Lighthouse Investment Management Inc. History Added to 24,585 6,341 0.89% 0.92% 514 +824 3.47% Q4 2025 Feb 09, 2026
Farrell Financial LLC History Added to 24,512 6,322 3.73% 3.88% 515 +141 0.58% Q4 2025 Jan 12, 2026
FRANKLIN RESOURCES INC History Added to 24,448 6,306 0.0% 0.0% 516 +3,506 16.74% Q4 2025 Feb 11, 2026
Atlantic Union Bankshares Corp History Added to 24,408 6,296 0.12% 0.11% 517 +1,633 7.17% Q4 2025 Feb 04, 2026
Jacobsen Capital Management History Added to 24,155 6,230 2.03% 1.98% 518 +1,164 5.06% Q4 2025 Jan 26, 2026
HARBOUR INVESTMENTS, INC. History Added to 24,055 6,205 0.13% 0.13% 519 +690 2.95% Q4 2025 Feb 09, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 24,002 6,191 4.72% 4.56% 520 +1,407 6.23% Q4 2025 Feb 17, 2026
Rialto Wealth Management, LLC History Reduced 23,983 6,186 1.48% 1.58% 521 -87 -0.36% Q4 2025 Jan 12, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 23,933 6,173 2.77% 2.78% 522 +1,166 5.12% Q4 2025 Jan 28, 2026
Aptus Capital Advisors, LLC History Added to 23,741 6,123 0.04% 0.04% 523 +1,008 4.43% Q4 2025 Feb 13, 2026
Certified Advisory Corp History Added to 23,728 6,120 0.56% 0.56% 524 +547 2.36% Q4 2025 Jan 12, 2026
Aurelius Family Office LLC History Added to 23,044 6,105 2.63% 2.57% 525 +357 1.57% Q4 2025 Jan 09, 2026
Winthrop Partners - WNY, LLC History New 23,544 6,073 3.27% — 526 +23,544 New Q4 2025 Mar 12, 2026
Sigma Planning Corp History Added to 23,476 6,055 0.17% 0.17% 527 +273 1.18% Q4 2025 Jan 30, 2026
Grove Bank & Trust History Added to 23,406 6,037 0.68% 0.69% 528 +78 0.33% Q4 2025 Jan 08, 2026
Kera Capital Partners, Inc. History Added to 22,204 5,992 0.74% 0.81% 529 +1,076 5.09% Q4 2025 Feb 23, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 23,144 5,970 0.86% 0.82% 530 +1,129 5.13% Q4 2025 Feb 06, 2026
NewCorp Financial Services, Inc. History New 23,138 5,968 5.29% — 531 +23,138 New Q4 2025 Feb 10, 2026
Mill Creek Capital Advisors, LLC History Added to 23,032 5,941 0.12% 0.12% 532 +53 0.23% Q4 2025 Feb 13, 2026
Stonebridge Capital Advisors LLC History Added to 22,954 5,921 0.41% 0.41% 533 +506 2.25% Q4 2025 Feb 12, 2026
WEST BANCORPORATION INC History Added to 22,844 5,892 3.09% 3.2% 534 +198 0.87% Q4 2025 Jan 29, 2026
Walkner Condon Financial Advisors LLC History Added to 22,795 5,880 0.82% 0.9% 535 +532 2.39% Q4 2025 Jan 21, 2026
Evercore Wealth Management, LLC History Reduced 22,723 5,861 0.09% 0.09% 536 -1,290 -5.37% Q4 2025 Feb 17, 2026
Abacus Planning Group, Inc. History Reduced 22,722 5,861 0.78% 0.8% 537 -89 -0.39% Q4 2025 Jan 16, 2026
COMMERCE BANK History Added to 22,611 5,832 0.03% 0.03% 538 +254 1.14% Q4 2025 Feb 13, 2026
Pinnacle Financial Group, LLC / IL History Added to 22,437 5,787 1.68% 1.65% 539 +978 4.56% Q4 2025 Feb 05, 2026
Carter Financial, LLC History New 22,289 5,749 5.07% — 540 +22,289 New Q4 2025 Mar 17, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 22,231 5,734 3.98% 4.3% 541 -178 -0.79% Q4 2025 Jan 23, 2026
Frontier Asset Management, LLC History Reduced 22,142 5,711 1.32% 1.42% 542 -271 -1.21% Q4 2025 Feb 04, 2026
Cypress Wealth Services, LLC History Reduced 22,128 5,708 0.79% 0.92% 543 -4 -0.02% Q4 2025 Jan 14, 2026
CITIGROUP INC History Reduced 22,127 5,707 0.0% 0.04% 544 -302,072 -93.17% Q4 2025 Feb 13, 2026
HEADINVEST, LLC History Added to 22,088 5,697 1.13% 1.15% 545 +190 0.87% Q4 2025 Feb 02, 2026
RTD Financial Advisors, Inc. History Reduced 21,910 5,651 0.69% 0.74% 546 -2,408 -9.9% Q4 2025 Jan 27, 2026
Financial Insights, Inc. History Reduced 21,896 5,648 1.89% 1.86% 547 -154 -0.7% Q4 2025 Mar 31, 2026
CWA Asset Management Group, LLC History Added to 21,876 5,642 0.2% 0.21% 548 +34 0.16% Q4 2025 Jan 07, 2026
S.A. Mason LLC History Added to 21,735 5,606 2.22% 2.31% 549 +1,105 5.36% Q4 2025 Jan 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 21,719 5,602 0.11% 0.12% 550 -530 -2.38% Q4 2025 Feb 06, 2026
Modern Wealth Management, LLC History Added to 21,624 5,578 0.1% 0.09% 551 +4,696 27.74% Q4 2025 Feb 17, 2026
WASHINGTON TRUST BANK History Reduced 21,617 5,576 0.39% 0.4% 552 -40 -0.18% Q4 2025 Feb 04, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 21,566 5,563 1.74% 1.55% 553 +3,323 18.22% Q4 2025 Jan 07, 2026
Ariston Services Group History Added to 21,523 5,551 3.26% 3.28% 554 +117 0.55% Q4 2025 Jan 23, 2026
Smith Partners Wealth Management, LLC History New 21,519 5,550 5.11% — 555 +21,519 New Q4 2025 Feb 13, 2026
One Capital Management, LLC History Added to 21,447 5,532 0.17% 0.16% 556 +1,435 7.17% Q4 2025 Feb 10, 2026
McKinley Carter Wealth Services, Inc. History Reduced 21,415 5,524 0.31% 0.29% 557 -578 -2.63% Q4 2025 Feb 06, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 21,371 5,512 0.45% 0.45% 558 -216 -1.0% Q4 2025 Feb 06, 2026
McNaughton Wealth Management, LLC History Added to 21,222 5,474 2.25% 1.99% 559 +2,651 14.27% Q4 2025 Jan 12, 2026
GFS Advisors, LLC History No change 21,175 5,462 0.65% 0.69% 560 0 0.0% Q4 2025 Feb 11, 2026
STAGE HARBOR FINANCIAL, LLC History Added to 21,171 5,460 3.68% 3.65% 561 +1,555 7.93% Q4 2025 Feb 17, 2026
Carr Financial Group Corp History Added to 21,159 5,458 1.45% 1.3% 562 +2,482 13.29% Q4 2025 Jan 09, 2026
DAVIDSON INVESTMENT ADVISORS History Reduced 21,152 5,456 0.23% 0.24% 563 -824 -3.75% Q4 2025 Jan 27, 2026
Integrated Advisors Network LLC History Reduced 21,147 5,454 0.24% 0.31% 564 -7,766 -26.86% Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Reduced 21,837 5,450 0.19% 0.21% 565 -112 -0.51% Q4 2025 Feb 04, 2026
Meramec Financial Planners, LLC History New 19,647 5,449 2.12% — 566 +19,647 New Q4 2025 Feb 10, 2026
Ausdal Financial Partners, Inc. History Reduced 21,104 5,443 0.25% 0.27% 567 -993 -4.49% Q4 2025 Feb 13, 2026
Newton One Investments LLC History Added to 21,010 5,419 1.6% 1.56% 568 +324 1.57% Q4 2025 Jan 23, 2026
CHRISTINE MESSMER PC History New 20,981 5,412 3.53% — 569 +20,981 New Q4 2025 Feb 03, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 20,951 5,404 0.58% 0.52% 570 +1,499 7.71% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Reduced 20,884 5,387 0.18% 0.2% 571 -2,443 -10.47% Q4 2025 Feb 17, 2026
Keystone Financial Group History Added to 20,869 5,383 0.4% 0.39% 572 +731 3.63% Q4 2025 Feb 06, 2026
Index Fund Advisors, Inc. History Reduced 20,829 5,372 0.25% 0.26% 573 -422 -1.99% Q4 2025 Jan 29, 2026
DAVENPORT & Co LLC History Added to 20,739 5,349 0.03% 0.03% 574 +440 2.17% Q4 2025 Jan 12, 2026
Pathway Financial Advisors LLC History Added to 19,674 5,300 0.67% 0.66% 575 +278 1.43% Q4 2025 Jan 14, 2026
XML Financial, LLC History Added to 20,458 5,277 0.43% 0.4% 576 +1,195 6.2% Q4 2025 Feb 11, 2026
May Barnhard Investments LLC History Added to 20,294 5,234 2.47% 2.38% 577 +139 0.69% Q4 2025 Jan 28, 2026
Waldron Private Wealth LLC History Added to 20,187 5,206 0.21% 0.21% 578 +18 0.09% Q4 2025 Jan 14, 2026
Advisory Services Network, LLC History Added to 20,136 5,193 0.07% 0.07% 579 +1,021 5.34% Q4 2025 Feb 17, 2026
BALANCED WEALTH GROUP LLC History Added to 20,336 5,184 1.9% 2.13% 580 +62 0.31% Q4 2025 Jan 13, 2026
First Heartland Consultants, Inc. History Reduced 20,032 5,167 0.39% 0.41% 581 -201 -0.99% Q4 2025 Jan 09, 2026
Parkside Financial Bank & Trust History Added to 19,948 5,145 0.38% 0.36% 582 +1,554 8.45% Q4 2025 Feb 13, 2026
CLUNE & ASSOCIATES, LTD. History Added to 19,817 5,111 1.1% 1.06% 583 +3,192 19.2% Q4 2025 Feb 09, 2026
JMG Financial Group, Ltd. History Reduced 19,782 5,102 0.14% 0.15% 584 -665 -3.25% Q4 2025 Feb 10, 2026
TI-TRUST, INC History Added to 19,768 5,099 3.15% 3.16% 585 +14 0.07% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Added to 19,741 5,092 0.26% 0.25% 586 +4,100 26.21% Q4 2025 Feb 10, 2026
KEYVANTAGE WEALTH, LLC History Reduced 19,729 5,089 2.18% 2.32% 587 -2,031 -9.33% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Added to 19,688 5,078 0.26% 0.27% 588 +275 1.42% Q4 2025 Feb 05, 2026
Excelsior Advisor Network LLC History New 19,639 5,065 2.46% — 589 +19,639 New Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 19,617 5,060 0.1% 0.09% 590 +1,803 10.12% Q4 2025 Feb 03, 2026
Bernardo Wealth Planning LLC History Reduced 19,548 5,042 0.96% 0.99% 592 -379 -1.9% Q4 2025 Jan 26, 2026
Compass Ion Advisors, LLC History Reduced 19,547 5,042 0.48% 0.48% 591 -168 -0.85% Q4 2025 Jan 29, 2026
Martel Wealth Advisors Inc History Added to 19,422 5,009 0.86% 0.85% 593 +243 1.27% Q4 2025 Jan 21, 2026
Addison Capital Co History Added to 19,399 5,004 1.25% 0.97% 594 +6,493 50.31% Q4 2025 Feb 02, 2026
Wilson & Boucher Capital Management, LLC History Reduced 19,372 4,997 3.28% 3.29% 595 -300 -1.53% Q4 2025 Feb 05, 2026
WASHINGTON TRUST Co History Added to 19,364 4,994 0.16% 0.16% 596 +7 0.04% Q4 2025 Feb 10, 2026
Valtinson Bruner Financial Planning LLC History Added to 19,348 4,990 1.44% 1.45% 597 +75 0.39% Q4 2025 Feb 09, 2026
Box Hill Private Wealth LLC History New 19,303 4,979 5.04% — 598 +19,303 New Q4 2025 Feb 09, 2026
Brand Asset Management Group, Inc. History Added to 19,292 4,976 1.39% 1.37% 599 +154 0.8% Q4 2025 Feb 11, 2026
Gleason Group, Inc. History Added to 19,259 4,967 0.49% 0.49% 600 +129 0.67% Q4 2025 Jan 15, 2026
LongView Wealth Management History Added to 18,210 4,956 1.2% 1.15% 601 +1,537 9.22% Q4 2025 Jan 13, 2026
American Alpha Advisors, LLC History Reduced 19,176 4,946 2.92% 3.38% 602 -1 -0.01% Q4 2025 Feb 17, 2026
FIRST HAWAIIAN BANK History Added to 19,148 4,939 0.66% 0.58% 603 +1,402 7.9% Q4 2025 Jan 05, 2026
Freestone Capital Holdings, LLC History Reduced 19,143 4,937 0.15% 0.16% 604 -1,597 -7.7% Q4 2025 Jan 23, 2026
FIRST FINANCIAL CORP /IN/ History Added to 19,134 4,935 1.86% 1.82% 605 +899 4.93% Q4 2025 Jan 13, 2026
Castellan Group History New 19,118 4,931 0.62% — 606 +19,118 New Q4 2025 Jan 23, 2026
Cooke Wealth Management, LLC History New 18,021 4,921 4.3% — 607 +18,021 New Q4 2025 Jan 21, 2026
Salomon & Ludwin, LLC History Added to 18,537 4,911 0.43% 0.43% 608 +20 0.11% Q4 2025 Jan 28, 2026
Belpointe Asset Management LLC History Added to 18,986 4,897 0.18% 0.17% 609 +1,974 11.6% Q4 2025 Jan 27, 2026
Frank, Rimerman Advisors LLC History Added to 18,970 4,893 0.31% 0.26% 610 +2,838 17.59% Q4 2025 Jan 15, 2026
Manchester Capital Management LLC History Reduced 18,899 4,875 0.66% 0.67% 611 -526 -2.71% Q4 2025 Feb 11, 2026
Plancorp, LLC History No change 18,901 4,875 0.15% 0.15% 612 0 0.0% Q4 2025 Feb 05, 2026
Aspire Private Capital, LLC History Reduced 18,852 4,863 1.08% 1.17% 613 -3,575 -15.94% Q4 2025 Jan 16, 2026
FISHMAN JAY A LTD/MI History Reduced 18,793 4,847 0.4% 0.43% 614 -751 -3.84% Q4 2025 Jan 28, 2026
Thayer Financial, L.L.C. History New 18,698 4,823 5.1% — 615 +18,698 New Q4 2025 Jan 12, 2026
KFA Private Wealth Group, LLC History Added to 18,677 4,817 1.17% 1.05% 616 +4,273 29.67% Q4 2025 Jan 07, 2026
Chris Bulman Inc History Added to 18,671 4,816 2.13% 2.25% 617 +1,030 5.84% Q4 2025 Jan 14, 2026
Pictet North America Advisors SA History Reduced 18,364 4,736 0.45% 0.45% 618 -551 -2.91% Q4 2025 Jan 16, 2026
Galvin, Gaustad & Stein, LLC History Reduced 18,356 4,735 0.37% 0.41% 620 -1,341 -6.81% Q4 2025 Jan 23, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 18,359 4,735 0.09% 0.09% 619 -525 -2.78% Q4 2025 Jan 23, 2026
UNITED BANK History No change 18,310 4,723 0.62% 0.55% 621 0 0.0% Q4 2025 Feb 13, 2026
Claro Advisors Inc. History Added to 18,261 4,710 0.64% 0.65% 622 +635 3.6% Q4 2025 Feb 17, 2026
IFG Advisors, LLC History Added to 18,161 4,684 0.78% 0.74% 623 +294 1.65% Q4 2025 Jan 13, 2026
FIRST MERCHANTS CORP History Reduced 18,155 4,683 0.17% 0.19% 624 -1,258 -6.48% Q4 2025 Jan 12, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 18,099 4,668 1.34% 1.36% 625 +824 4.77% Q4 2025 Feb 11, 2026
Lynch Asset Management, Inc. History No change 18,100 4,668 1.47% 1.47% 626 0 0.0% Q4 2025 Jan 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 18,091 4,666 0.0% — 627 +18,091 New Q4 2025 Feb 13, 2026
Mokosak Advisory Group, LLC History Added to 17,965 4,634 1.16% 1.16% 628 +591 3.4% Q4 2025 Feb 03, 2026
Bay Harbor Wealth Management, LLC History Reduced 17,875 4,610 1.2% 1.23% 629 -45 -0.25% Q4 2025 Feb 02, 2026
WARNER FINANCIAL, INC History Added to 17,858 4,606 1.6% 1.68% 630 +171 0.97% Q4 2025 Jan 21, 2026
Calamos Wealth Management LLC History No change 17,855 4,605 0.16% 0.16% 631 0 0.0% Q4 2025 Jan 29, 2026
Arkadios Wealth Advisors History Added to 17,835 4,600 0.09% 0.06% 632 +8,513 91.32% Q4 2025 Feb 13, 2026
COURIER CAPITAL LLC History Added to 17,829 4,598 0.26% 0.26% 633 +128 0.72% Q4 2025 Jan 29, 2026
BridgePort Financial Solutions, LLC History Reduced 17,775 4,584 1.23% 1.25% 634 -491 -2.69% Q4 2025 Jan 16, 2026
One Day In July LLC History Added to 17,696 4,564 0.37% 0.37% 635 +276 1.58% Q4 2025 Feb 04, 2026
Veridan Wealth LLC History Added to 17,670 4,557 1.53% 1.53% 636 +204 1.17% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 16,569 4,539 0.15% 0.13% 637 +2,535 18.06% Q4 2025 Jan 27, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 17,579 4,534 0.68% 0.67% 638 +746 4.43% Q4 2025 Jan 21, 2026
WEALTH ALLIANCE, LLC History Reduced 17,540 4,524 0.44% 0.47% 639 -414 -2.31% Q4 2025 Feb 13, 2026
BARRETT & COMPANY, INC. History Reduced 17,491 4,511 1.5% 1.54% 640 -141 -0.8% Q4 2025 Jan 28, 2026
FLOW TRADERS U.S. LLC History Reduced 17,444 4,500 0.15% 1.18% 641 -96,839 -84.74% Q4 2025 Feb 13, 2026
CONNABLE OFFICE INC History Added to 17,377 4,482 0.41% 0.4% 642 +261 1.52% Q4 2025 Feb 03, 2026
IF Advisors, LLC History New 17,326 4,469 3.63% — 643 +17,326 New Q4 2025 Feb 10, 2026
Wealth Science Advisors LLC History New 17,270 4,454 2.57% — 644 +17,270 New Q4 2025 Jan 28, 2026
FinDec Wealth Services, Inc. History Reduced 17,260 4,452 4.77% 4.8% 645 -968 -5.31% Q4 2025 Feb 09, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 17,254 4,450 0.75% — 646 +17,254 New Q4 2025 Feb 12, 2026
Frazier Financial Advisors, LLC History Reduced 17,227 4,443 2.63% 2.73% 647 -239 -1.37% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Reduced 17,202 4,437 0.07% 0.07% 648 -379 -2.16% Q4 2025 Jan 20, 2026
Cordoba Advisory Partners LLC History New 17,043 4,410 1.09% — 649 +17,043 New Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 17,078 4,405 0.09% 0.09% 651 +941 5.83% Q4 2025 Feb 03, 2026
Balentine LLC History No change 17,079 4,405 0.17% 0.16% 650 0 0.0% Q4 2025 Feb 02, 2026
MY Wealth Management Inc. History Reduced 17,052 4,398 3.83% 3.83% 653 -143 -0.83% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Reduced 17,050 4,398 0.11% 0.13% 652 -109 -0.64% Q4 2025 Feb 02, 2026
Fort Point Capital Partners LLC History Added to 15,899 4,384 0.49% 0.46% 654 +646 4.24% Q4 2025 Feb 13, 2026
Hartmann Taylor Wealth Management, LLC History Added to 16,990 4,382 2.96% 3.0% 655 +542 3.3% Q4 2025 Jan 15, 2026
WASHINGTON GROWTH STRATEGIES LLC History Reduced 16,951 4,372 2.83% 3.09% 656 -111 -0.65% Q4 2025 Jan 26, 2026
CoreCap Advisors, LLC History Reduced 16,886 4,355 0.15% 0.16% 657 -401 -2.32% Q4 2025 Jan 13, 2026
TFB Advisors LLC History Added to 16,867 4,350 1.22% 1.19% 658 +879 5.5% Q4 2025 Feb 13, 2026
CWS Financial Advisors, LLC History Reduced 16,863 4,349 1.18% 1.21% 659 -284 -1.66% Q4 2025 Feb 06, 2026
Optimist Retirement Group LLC History Added to 16,826 4,340 1.99% 1.93% 660 +36 0.21% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Added to 16,821 4,339 0.05% 0.05% 661 +310 1.88% Q4 2025 Jan 21, 2026
Mystic Asset Management, Inc. History Reduced 16,745 4,319 0.98% 0.97% 662 -205 -1.21% Q4 2025 Jan 28, 2026
Valeo Financial Advisors, LLC History Added to 16,743 4,318 0.1% 0.1% 663 +70 0.42% Q4 2025 Feb 04, 2026
Johnson Financial Group, Inc. History Reduced 16,620 4,287 0.16% 0.17% 664 -1,134 -6.39% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History Reduced 16,546 4,268 0.04% 0.04% 665 -537 -3.14% Q4 2025 Jan 13, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 16,516 4,260 1.22% 1.54% 666 -3,086 -15.74% Q4 2025 Feb 11, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 16,495 4,255 0.25% 0.27% 667 -839 -4.84% Q4 2025 Feb 10, 2026
VIRTUE ASSET MANAGEMENT LLC History Reduced 16,441 4,240 3.38% 3.48% 668 -179 -1.08% Q4 2025 Feb 10, 2026
FIRST UNITED BANK & TRUST History Added to 16,343 4,215 1.35% 1.17% 669 +2,195 15.51% Q4 2025 Jan 21, 2026
Larson Financial Group LLC History Reduced 16,314 4,208 0.14% 0.15% 670 -556 -3.3% Q4 2025 Feb 06, 2026
Magnus Financial Group LLC History Reduced 16,239 4,188 0.32% 0.34% 671 -792 -4.65% Q4 2025 Jan 07, 2026
BCS Wealth Management History Added to 16,234 4,187 0.42% 0.47% 672 +8,075 98.97% Q4 2025 Jan 26, 2026
GenTrust, LLC History Reduced 16,216 4,182 0.18% 0.19% 673 -567 -3.38% Q4 2025 Feb 02, 2026
Midwest Financial Partners Investments, Inc. History New 16,167 4,170 2.32% — 674 +16,167 New Q4 2025 Feb 06, 2026
Evanson Asset Management, LLC History Added to 16,165 4,169 0.22% 0.21% 675 +1,444 9.81% Q4 2025 Jan 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 16,131 4,160 0.01% 0.02% 676 -711 -4.22% Q4 2025 Jan 30, 2026
Advisor OS, LLC History Added to 16,055 4,141 0.33% 0.33% 677 +786 5.15% Q4 2025 Feb 04, 2026
Financial Freedom, LLC History Reduced 16,039 4,137 2.05% 2.06% 678 -227 -1.4% Q4 2025 Feb 17, 2026
MAYPORT, LLC History Added to 15,986 4,123 0.83% 0.88% 679 +78 0.49% Q4 2025 Jan 21, 2026
PFG Advisors History Reduced 15,974 4,120 0.2% 0.21% 680 -4,338 -21.36% Q4 2025 Jan 27, 2026
Sagace Wealth Management LLC History Added to 15,944 4,112 2.79% 2.75% 681 +44 0.28% Q4 2025 Feb 02, 2026
Strategic Investment Solutions, Inc. /IL History Added to 15,753 4,063 0.98% 0.83% 682 +3,471 28.26% Q4 2025 Feb 27, 2026
Beacon Bridge Wealth Partners, LLC History Added to 15,680 4,044 1.34% 1.41% 683 +54 0.35% Q4 2025 Jan 27, 2026
Nadler Financial Group, Inc. History Added to 15,675 4,043 0.38% 0.38% 684 +159 1.02% Q4 2025 Jan 28, 2026
Mittelman Wealth Management History Reduced 15,655 4,038 2.62% 2.82% 685 -1,309 -7.72% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Added to 15,624 4,030 0.21% 0.2% 686 +643 4.29% Q4 2025 Jan 27, 2026
Alpha Cubed Investments, LLC History Added to 15,607 4,025 0.14% 0.13% 687 +1,252 8.72% Q4 2025 Feb 03, 2026
AE Wealth Management LLC History Added to 15,588 4,020 0.02% 0.02% 688 +2,318 17.47% Q4 2025 Jan 26, 2026
Blueprint Investment Partners LLC History Added to 15,551 4,011 0.43% 0.55% 689 +102 0.66% Q4 2025 Feb 17, 2026
PCA Investment Advisory Services Inc. History Reduced 15,540 4,008 1.4% 1.47% 690 -135 -0.86% Q4 2025 Feb 10, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 15,498 3,997 1.13% 1.14% 691 +182 1.19% Q4 2025 Jan 23, 2026
Fortis Capital Advisors, LLC History Added to 15,452 3,985 0.59% 0.56% 692 +1,510 10.83% Q4 2025 Jan 27, 2026
Alpine Bank Wealth Management History Reduced 15,339 3,956 0.56% 0.56% 693 -207 -1.33% Q4 2025 Jan 15, 2026
waypoint wealth counsel History Reduced 15,304 3,947 1.45% 1.59% 694 -565 -3.56% Q4 2025 Jan 28, 2026
Destiny Wealth Partners, LLC History Reduced 14,389 3,942 0.45% 0.45% 695 -97 -0.67% Q4 2025 Feb 03, 2026
Kingsview Wealth Management, LLC History Added to 15,247 3,932 0.06% 0.05% 696 +2,365 18.36% Q4 2025 Feb 09, 2026
Cadent Capital Advisors, LLC History Added to 15,207 3,922 1.01% 1.01% 697 +173 1.15% Q4 2025 Jan 13, 2026
SBI Securities Co., Ltd. History Reduced 15,021 3,874 0.1% 0.1% 698 -255 -1.67% Q4 2025 Feb 03, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 14,988 3,866 0.28% 0.26% 699 +1,855 14.12% Q4 2025 Feb 09, 2026
Cordant, Inc. History Added to 14,975 3,862 1.62% 1.61% 700 +960 6.85% Q4 2025 Jan 12, 2026
B. Riley Wealth Advisors, Inc. History Reduced 14,781 3,812 0.18% 0.18% 701 -513 -3.35% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 14,672 3,785 0.11% 0.06% 702 +7,304 99.13% Q4 2025 Feb 12, 2026
SAPIENT CAPITAL LLC History Added to 14,403 3,751 0.05% 0.05% 703 +1,216 9.22% Q4 2025 Feb 05, 2026
Grandview Asset Management LLC History Reduced 14,515 3,744 1.03% 1.11% 704 -972 -6.28% Q4 2025 Jan 26, 2026
Indivisible Partners History New 14,432 3,722 0.4% — 705 +14,432 New Q4 2025 Feb 03, 2026
Aegis Wealth Management LLC History Added to 14,429 3,721 2.1% 1.94% 706 +184 1.29% Q4 2025 Jan 14, 2026
Rathbones Group PLC History Added to 14,411 3,717 0.01% 0.01% 707 +214 1.51% Q4 2025 Feb 06, 2026
Greenwich Wealth Management LLC History Reduced 14,364 3,705 0.17% 0.19% 708 -325 -2.21% Q4 2025 Feb 10, 2026
Yoffe Investment Management, LLC History Added to 14,338 3,698 4.72% 4.74% 709 +1 0.01% Q4 2025 Jan 26, 2026
Petix & Botte Co History Added to 14,268 3,679 0.83% 0.83% 710 +53 0.37% Q4 2025 Feb 05, 2026
Great Point Wealth Advisors, LLC History Reduced 14,204 3,663 0.67% 0.68% 711 -39 -0.27% Q4 2025 Jan 26, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 14,198 3,662 0.18% 0.18% 712 +266 1.91% Q4 2025 Feb 02, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 14,196 3,661 0.1% 0.1% 713 -200 -1.39% Q4 2025 Feb 03, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 14,190 3,660 0.76% 0.83% 715 +48 0.34% Q4 2025 Feb 10, 2026
GREAT LAKES ADVISORS, LLC History Reduced 14,192 3,660 0.03% 0.03% 714 -29 -0.2% Q4 2025 Feb 12, 2026
Refined Wealth Management History Added to 14,167 3,654 2.46% 2.3% 716 +75 0.53% Q4 2025 Jan 15, 2026
Apriem Advisors History Added to 14,121 3,642 0.33% 0.31% 717 +1,364 10.69% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History New 14,110 3,640 0.26% — 718 +14,110 New Q4 2025 Feb 11, 2026
Timmons Wealth Management, LLC History New 14,082 3,632 3.57% — 719 +14,082 New Q4 2025 Feb 12, 2026
Columbia Asset Management History Added to 14,066 3,628 0.64% 0.58% 720 +1,848 15.13% Q4 2025 Jan 28, 2026
Monument Group Wealth Advisors, LLC History Reduced 13,980 3,606 1.97% 2.19% 721 -683 -4.66% Q4 2025 Jan 15, 2026
PAX Financial Group, LLC History Reduced 13,967 3,602 0.62% 0.67% 722 -556 -3.83% Q4 2025 Feb 05, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 13,925 3,592 1.26% 0.86% 723 +5,406 63.46% Q4 2025 Feb 13, 2026
Blueprint Financial Advisors LLC History Added to 13,917 3,589 0.55% 0.76% 724 +16 0.12% Q4 2025 Feb 13, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 13,649 3,520 0.67% 0.54% 725 +3,335 32.33% Q4 2025 Feb 09, 2026
Meridian Financial Advisors, LLC History Reduced 13,645 3,519 1.92% 1.99% 726 -217 -1.57% Q4 2025 Jan 23, 2026
ORRSTOWN FINANCIAL SERVICES INC History Added to 13,559 3,497 0.58% 0.54% 727 +1,045 8.35% Q4 2025 Jan 15, 2026
Acorn Wealth Advisors, LLC History Reduced 13,542 3,493 1.04% 1.17% 728 -1,094 -7.47% Q4 2025 Feb 10, 2026
General Partner, Inc. History Reduced 13,534 3,491 1.98% 1.9% 729 -25 -0.18% Q4 2025 Jan 06, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 13,456 3,467 1.59% 1.7% 730 +191 1.44% Q4 2025 Feb 17, 2026
Taylor & Morgan Wealth Management, LLC History Added to 13,437 3,465 1.94% 2.1% 731 +6 0.04% Q4 2025 Jan 16, 2026
Ironwood Investment Counsel, LLC History Reduced 13,405 3,457 0.48% 0.52% 732 -504 -3.62% Q4 2025 Feb 06, 2026
Atlas Legacy Advisors, LLC History Added to 13,380 3,451 0.6% 0.6% 734 +1,238 10.2% Q4 2025 Jan 29, 2026
Minot DeBlois Advisors LLC History Reduced 13,382 3,451 3.1% 3.1% 733 -84 -0.62% Q4 2025 Feb 13, 2026
Cassilly Financial Group LLC History New 13,378 3,450 3.05% — 735 +13,378 New Q4 2025 Jan 15, 2026
Advisors Capital Management, LLC History Added to 13,343 3,442 0.04% 0.02% 736 +6,491 94.73% Q4 2025 Jan 29, 2026
ARWA LLC History New 13,299 3,430 2.0% — 737 +13,299 New Q4 2025 Feb 27, 2026
IHT Wealth Management, LLC History Reduced 13,280 3,426 0.08% 0.09% 738 -872 -6.16% Q4 2025 Feb 17, 2026
Compass Planning Associates Inc History Added to 13,235 3,414 2.36% 2.42% 739 +2,848 27.42% Q4 2025 Jan 22, 2026
Tortoise Investment Management, LLC History Reduced 13,213 3,408 0.3% 0.31% 740 -525 -3.82% Q4 2025 Feb 06, 2026
jvl associates llc History Added to 13,201 3,405 1.11% 1.11% 741 +4 0.03% Q4 2025 Jan 09, 2026
Roble, Belko & Company, Inc History Reduced 13,168 3,397 0.45% 0.47% 742 -511 -3.74% Q4 2025 Jan 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 13,115 3,382 1.22% 1.36% 743 -1,692 -11.43% Q4 2025 Jan 22, 2026
Stone Summit Wealth LLC History Added to 13,099 3,378 0.92% 0.88% 744 +886 7.25% Q4 2025 Jan 27, 2026
Ameritas Investment Partners, Inc. History Added to 13,088 3,376 0.1% 0.1% 745 +330 2.59% Q4 2025 Feb 11, 2026
Orin Green Financial, LLC History Reduced 13,074 3,372 1.35% 1.39% 746 -637 -4.65% Q4 2025 Feb 06, 2026
West Financial Advisors, LLC History Reduced 13,034 3,362 0.57% 0.58% 748 -777 -5.63% Q4 2025 Jan 13, 2026
Gradient Capital Advisors, LLC History Reduced 13,037 3,362 0.87% 0.91% 747 -270 -2.03% Q4 2025 Feb 06, 2026
Old North State Wealth Management, LLC History Added to 13,005 3,358 1.58% 1.54% 749 +81 0.63% Q4 2025 Jan 23, 2026
OneAscent Financial Services LLC History Reduced 12,973 3,346 0.31% 1.3% 750 -28,748 -68.91% Q4 2025 Feb 11, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 12,954 3,341 0.92% 0.93% 751 -504 -3.74% Q4 2025 Feb 04, 2026
VestGen Investment Management History Reduced 12,940 3,337 1.85% 2.12% 752 -925 -6.67% Q4 2025 Feb 18, 2026
Bragg Financial Advisors, Inc History Reduced 12,900 3,327 0.11% 0.11% 753 -24 -0.19% Q4 2025 Feb 13, 2026
Americana Partners, LLC History No change 12,878 3,321 0.09% 0.1% 754 0 0.0% Q4 2025 Feb 06, 2026
Briggs Wealth Management, Inc History New 12,777 3,295 3.54% — 755 +12,777 New Q4 2025 Feb 19, 2026
Objective Capital Management, LLC History Added to 12,735 3,285 3.34% 3.3% 756 +203 1.62% Q4 2025 Feb 04, 2026
Horizon Family Wealth, Inc. History Reduced 12,677 3,269 1.74% 2.96% 757 -7,616 -37.53% Q4 2025 Feb 09, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 12,633 3,258 0.37% 0.37% 758 -71 -0.56% Q4 2025 Jan 22, 2026
ALESCO ADVISORS LLC History Added to 12,546 3,236 0.08% 0.09% 759 +95 0.76% Q4 2025 Jan 28, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 12,540 3,234 3.03% — 760 +12,540 New Q4 2025 Feb 02, 2026
Operose Advisors LLC History Added to 12,521 3,229 0.75% 0.28% 761 +8,093 182.77% Q4 2025 Feb 10, 2026
Coordinated Financial Services, Inc. History Added to 12,519 3,229 1.86% 2.0% 762 +275 2.25% Q4 2025 Feb 09, 2026
Cove Private Wealth, LLC History Added to 12,517 3,228 0.96% 0.99% 763 +255 2.08% Q4 2025 Jan 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 12,507 3,226 0.2% 0.19% 764 +1,415 12.76% Q4 2025 Feb 06, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 12,500 3,224 0.05% 0.05% 765 0 0.0% Q4 2025 Feb 17, 2026
Family Capital Management, Inc. History Added to 12,482 3,219 1.43% 1.45% 766 +521 4.36% Q4 2025 Jan 27, 2026
N.E.W. Advisory Services LLC History Reduced 12,449 3,211 0.24% 0.29% 767 -254 -2.0% Q4 2025 Jan 28, 2026
Squire Investment Management Company, LLC History Added to 12,438 3,208 0.97% 0.95% 768 +1,005 8.79% Q4 2025 Jan 22, 2026
Wick Capital Partners, LLC History Reduced 12,391 3,196 0.57% 0.77% 769 -300 -2.36% Q4 2025 Mar 02, 2026
Narus Financial Partners, LLC History Reduced 12,276 3,166 0.87% 0.92% 770 -899 -6.82% Q4 2025 Feb 09, 2026
Farnam Financial LLC History Added to 12,200 3,146 2.37% 2.24% 771 +881 7.78% Q4 2025 Jan 26, 2026
Envision Financial LLC History Added to 12,173 3,139 1.66% 1.53% 772 +1,680 16.01% Q4 2025 Jan 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 12,109 3,123 0.55% 0.59% 773 -6 -0.05% Q4 2025 Jan 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 12,043 3,106 0.2% 0.21% 774 -446 -3.57% Q4 2025 Jan 26, 2026
Summit Wealth Partners, LLC History Reduced 12,041 3,105 0.57% 0.63% 775 -1,675 -12.21% Q4 2025 Jan 27, 2026
Astoria Strategic Wealth, Inc. History Reduced 12,000 3,095 0.78% 0.77% 776 -56 -0.46% Q4 2025 Feb 05, 2026
Marble Harbor Investment Counsel, LLC History Added to 11,994 3,093 0.33% 0.32% 777 +40 0.33% Q4 2025 Feb 06, 2026
Strategic Equity Management History Added to 11,969 3,087 1.05% 0.11% 778 +10,846 965.81% Q4 2025 Feb 09, 2026
Boyd Wealth Management, LLC History Added to 11,922 3,075 1.3% 1.3% 779 +16 0.13% Q4 2025 Jan 28, 2026
Investment Advisory Group, LLC History Added to 11,893 3,067 0.79% 0.81% 780 +188 1.61% Q4 2025 Jan 23, 2026
SAX WEALTH ADVISORS, LLC History Reduced 11,885 3,065 0.14% 0.18% 781 -925 -7.22% Q4 2025 Jan 12, 2026
Canvas Wealth Advisors, LLC History Reduced 11,873 3,062 0.52% 0.56% 782 -26 -0.22% Q4 2025 Jan 12, 2026
Scott & Selber, Inc. History Added to 11,858 3,058 0.77% 0.76% 783 +68 0.58% Q4 2025 Jan 09, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 11,816 3,047 0.17% 0.16% 784 +515 4.56% Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Reduced 11,782 3,039 0.18% 0.15% 785 -1,315 -10.04% Q4 2025 Jan 30, 2026
Roth Financial Partners LLC History Reduced 11,770 3,036 1.0% 1.02% 786 -99 -0.83% Q4 2025 Jan 29, 2026
TRITONPOINT WEALTH, LLC History Added to 11,768 3,035 0.31% 0.26% 787 +5 0.04% Q4 2025 Jan 20, 2026
Axiom Financial Strategies, LLC History Reduced 11,701 3,018 1.27% 1.58% 788 -2,763 -19.1% Q4 2025 Jan 23, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 11,065 3,007 0.67% 0.69% 789 +454 4.28% Q4 2025 Feb 04, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 11,643 3,003 0.68% 0.69% 790 +106 0.92% Q4 2025 Jan 12, 2026
OpenArc Corporate Advisory, LLC History New 11,636 3,001 0.05% — 791 +11,636 New Q4 2025 Feb 13, 2026
Hummer Financial Advisory Services Inc History Reduced 11,592 2,990 2.11% 2.17% 792 -95 -0.81% Q4 2025 Jan 12, 2026
Gibson Wealth Advisors LLC History Reduced 11,561 2,982 2.04% 2.11% 793 -125 -1.07% Q4 2025 Jan 13, 2026
REBALANCE, LLC History Reduced 11,547 2,978 0.17% 0.18% 794 -5 -0.04% Q4 2025 Jan 15, 2026
BOS Asset Management, LLC History No change 11,517 2,970 0.8% 0.83% 795 0 0.0% Q4 2025 Jan 09, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 11,378 2,963 0.2% 0.21% 796 +324 2.93% Q4 2025 Jan 15, 2026
McNamara Financial Services, Inc. History Reduced 11,485 2,962 0.56% 1.33% 797 -16,693 -59.24% Q4 2025 Jan 21, 2026
Vestmark Advisory Solutions, Inc. History Added to 11,427 2,947 0.04% 0.0% 798 +10,442 1060.1% Q4 2025 Feb 06, 2026
New England Private Wealth Advisors LLC History Added to 11,418 2,945 0.37% 0.38% 799 +111 0.98% Q4 2025 Feb 13, 2026
SOL Capital Management CO History Reduced 11,382 2,936 0.26% 0.26% 800 -123 -1.07% Q4 2025 Jan 30, 2026