VANGUARD INDEX FUNDS - VBK

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 10,257,972 3,099,036 0.23% 0.2% 1 +268,570 2.69% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 1,882,603 568,753 0.03% 0.03% 2 -49,153 -2.54% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 1,564,878 472,765 0.96% 0.99% 3 +14,258 0.92% Q4 2025 Jan 23, 2026
Corient Private Wealth LLC History Added to 1,023,103 309,100 0.42% 0.42% 4 +128,897 14.41% Q4 2025 Mar 09, 2026
SEI INVESTMENTS CO History Added to 969,157 292,783 0.29% 0.3% 5 +19,228 2.02% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 288,817 288,817 0.17% — 6 +288,817 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 909,819 274,865 0.08% 0.08% 7 +9,979 1.11% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 897,144 271,036 0.05% 0.05% 8 +24,502 2.81% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 776,329 234,536 1.22% — 9 +776,329 New Q4 2025 Feb 18, 2026
UBS Group AG History Reduced 726,877 219,596 0.04% 0.04% 10 -41,568 -5.41% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 694,339 209,766 0.11% 0.12% 11 +10,397 1.52% Q4 2025 Feb 06, 2026
Cohen Klingenstein LLC History Reduced 668,380 201,924 6.14% 6.25% 12 -2,040 -0.3% Q4 2025 Jan 20, 2026
MATHER GROUP, LLC. History Reduced 603,304 182,264 1.88% 1.82% 13 -1,325 -0.22% Q4 2025 Jan 13, 2026
CHOREO, LLC History Added to 523,404 159,695 2.03% 1.98% 14 +13,179 2.58% Q4 2025 Jan 23, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 526,294 158,998 0.05% 0.05% 15 -111,112 -17.43% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 515,197 155,646 0.09% 0.11% 16 -47,174 -8.39% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 515,020 155,592 0.05% 0.04% 17 +64,003 14.19% Q4 2025 Feb 18, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 506,845 153,123 1.16% 1.2% 18 +646 0.13% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 483,210 145,982 0.16% 0.16% 19 +22,147 4.8% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 430,614 130,093 0.31% 0.34% 20 -38,138 -8.14% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 413,813 125,009 0.03% 0.03% 21 +12,844 3.2% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 371,897 112,353 0.27% 0.28% 22 +15,441 4.33% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Reduced 352,451 106,478 1.16% 1.24% 23 -13,544 -3.7% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Reduced 337,484 101,957 0.11% 0.11% 24 -2,645 -0.78% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Reduced 325,480 98,331 0.18% 0.19% 25 -1,234 -0.38% Q4 2025 Mar 16, 2026
Mill Creek Capital Advisors, LLC History Reduced 313,730 94,780 1.93% 1.94% 26 -2,207 -0.7% Q4 2025 Feb 13, 2026
Sand Hill Global Advisors, LLC History Added to 306,241 92,518 3.23% 3.2% 27 +525 0.17% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 302,816 91,483 0.06% 0.05% 28 +74,586 32.68% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 297,650 89,923 0.01% — 29 +297,650 New Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 257,656 77,925 0.11% 0.15% 30 -99,949 -27.95% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 248,956 75,212 0.0% 0.0% 31 +5,593 2.3% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 227,911 68,440 0.08% 0.11% 32 +1,686 0.75% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 212,659 64,246 0.09% 0.09% 33 -12,582 -5.59% Q4 2025 Feb 12, 2026
1832 Asset Management L.P. History Added to 212,233 64,117 0.05% 0.05% 34 +1,591 0.76% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 211,206 63,807 0.08% 0.08% 35 +1,789 0.85% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 203,486 61,475 0.49% 0.56% 36 -153,716 -43.03% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 180,387 54,516 0.06% 0.06% 37 -1,802 -0.99% Q4 2025 Jan 30, 2026
Beacon Pointe Advisors, LLC History Added to 166,486 50,296 0.35% 0.41% 38 +2,077 1.26% Q4 2025 Feb 18, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 148,743 44,936 0.27% 0.32% 39 -3,274 -2.15% Q4 2025 Feb 17, 2026
Strategies Wealth Advisors, LLC History Added to 147,780 44,645 4.47% 4.37% 40 +6,484 4.59% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 144,081 43,531 0.04% 0.04% 41 +7,806 5.73% Q4 2025 Feb 13, 2026
Summit Financial Strategies, Inc. History Reduced 138,276 41,774 3.43% 3.57% 42 -1,786 -1.28% Q4 2025 Jan 27, 2026
Rodgers & Associates, LTD History Added to 138,062 41,709 4.22% 4.18% 43 +1,772 1.3% Q4 2025 Jan 22, 2026
Private Advisor Group, LLC History Reduced 135,587 40,961 0.19% 0.2% 44 -2,045 -1.49% Q4 2025 Feb 17, 2026
Bragg Financial Advisors, Inc History Added to 135,323 40,882 1.33% 1.3% 45 +3,031 2.29% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Reduced 133,093 40,178 1.25% 1.28% 46 -217 -0.16% Q4 2025 Jan 06, 2026
STEPHENS INC /AR/ History Reduced 130,633 39,465 0.49% 0.51% 47 -4,787 -3.53% Q4 2025 Feb 05, 2026
One Day In July LLC History Added to 124,493 37,610 3.09% 3.05% 48 +3,393 2.8% Q4 2025 Feb 04, 2026
Creative Planning History Added to 122,201 36,918 0.03% 0.03% 49 +85 0.07% Q4 2025 Feb 17, 2026
American Financial Advisors, LLC History Reduced 120,944 36,538 4.72% 4.89% 50 -6,688 -5.24% Q4 2025 Feb 03, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 120,700 36,464 4.0% 4.25% 51 -1,139 -0.93% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 118,439 35,781 0.05% 0.12% 52 -177,871 -60.03% Q4 2025 Feb 02, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 117,855 35,605 2.38% 2.35% 53 +949 0.81% Q4 2025 Jan 08, 2026
Waldron Private Wealth LLC History Added to 116,557 35,213 1.39% 1.11% 54 +24,589 26.74% Q4 2025 Jan 14, 2026
CWM, LLC History Added to 115,034 34,753 0.09% 0.05% 55 +63,148 121.71% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 113,822 34,386 0.13% — 56 +113,822 New Q4 2025 Feb 13, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 111,812 33,779 0.24% 0.08% 57 +71,162 175.06% Q4 2025 Jan 09, 2026
NewEdge Advisors, LLC History Reduced 109,694 33,139 0.12% 0.15% 58 -4,833 -4.22% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 100,451 31,911 0.04% 0.04% 59 +5,421 5.7% Q4 2025 Jan 08, 2026
Brickley Wealth Management History Added to 100,771 30,443 5.13% 5.22% 60 +138 0.14% Q4 2025 Jan 29, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 100,438 30,343 0.0% 0.0% 61 -4,626 -4.4% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 94,403 28,520 0.11% 0.1% 62 +2,464 2.68% Q4 2025 Jan 29, 2026
Vision Capital Management, Inc. History Reduced 92,747 28,019 3.38% 3.75% 63 -9,314 -9.13% Q4 2025 Jan 27, 2026
BHK Investment Advisors, LLC History Added to 91,558 27,660 9.09% 9.28% 64 +8,134 9.75% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Added to 90,708 27,403 0.11% 0.11% 65 +11,208 14.1% Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Added to 87,472 26,426 1.44% 1.5% 66 +2,185 2.56% Q4 2025 Jan 21, 2026
Steward Partners Investment Advisory, LLC History Added to 85,981 25,975 0.14% 0.13% 67 +10,602 14.06% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Added to 83,410 25,198 0.11% 0.11% 68 +729 0.88% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 81,868 24,733 0.2% 0.25% 69 -10,105 -10.99% Q4 2025 Jan 26, 2026
NATIXIS ADVISORS, LLC History Reduced 81,622 24,659 0.03% 0.04% 70 -3,000 -3.55% Q4 2025 Feb 10, 2026
McAdam, LLC History Added to 77,204 23,324 1.07% 1.09% 71 +3,145 4.25% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 76,212 23,024 0.06% 0.06% 72 -191 -0.25% Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 75,583 22,834 0.04% 0.03% 73 +20,980 38.42% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 75,567 22,829 0.0% 0.0% 74 +4,364 6.13% Q4 2025 Mar 25, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 72,098 21,781 4.54% 4.6% 75 +1,144 1.61% Q4 2025 Jan 22, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 69,259 20,923 0.66% 0.72% 76 -4,588 -6.21% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History Reduced 68,272 20,625 0.07% 0.07% 77 -775 -1.12% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Added to 67,096 20,270 0.23% 0.22% 78 +2,596 4.02% Q4 2025 Feb 05, 2026
Partners in Financial Planning History Reduced 66,046 19,953 3.38% 3.41% 79 -292 -0.44% Q4 2025 Feb 02, 2026
SAGE FINANCIAL GROUP INC History Added to 64,663 19,535 1.29% 1.3% 80 +315 0.49% Q4 2025 Jan 27, 2026
FMR LLC History Added to 63,983 19,329 0.0% 0.0% 81 +7,532 13.34% Q4 2025 Feb 17, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 63,047 19,047 2.33% 4.17% 82 -48,456 -43.46% Q4 2025 Jan 09, 2026
Quent Capital, LLC History Added to 62,700 18,942 1.37% 1.45% 83 +4,616 7.95% Q4 2025 Jan 29, 2026
Retirement Investment Advisors, Inc. History Added to 62,479 18,875 1.52% 1.51% 84 +1,497 2.45% Q4 2025 Jan 21, 2026
Battery Global Advisors, LLC History Added to 29,270 18,356 8.51% 0.52% 85 +25,590 695.38% Q4 2025 Feb 13, 2026
Asset Management Group, Inc. History Reduced 59,347 17,929 2.9% 2.91% 86 -403 -0.67% Q4 2025 Feb 17, 2026
Gallagher Fiduciary Advisors, LLC History Added to 56,956 17,206 0.56% 0.61% 87 +1,171 2.1% Q4 2025 Feb 17, 2026
Pasadena Private Wealth, LLC History Added to 56,656 17,116 2.33% 2.35% 88 +1,819 3.32% Q4 2025 Feb 10, 2026
RS CRUM INC. History Added to 53,975 16,306 3.26% 3.5% 89 +1,140 2.16% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 53,307 16,105 0.2% 0.21% 90 -40 -0.07% Q4 2025 Feb 10, 2026
Ocean Park Asset Management, LLC History Reduced 53,228 16,080 0.75% 0.65% 91 -127 -0.24% Q4 2025 Jan 15, 2026
BENJAMIN EDWARDS INC History Added to 52,959 16,008 0.18% 0.17% 92 +1,508 2.93% Q4 2025 Feb 02, 2026
Vawter Financial, Ltd. History Added to 52,978 16,005 6.76% 7.1% 93 +440 0.84% Q4 2025 Feb 02, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 52,374 15,822 2.89% 2.88% 94 +1,488 2.92% Q4 2025 Jan 13, 2026
Modera Wealth Management, LLC History Reduced 51,135 15,448 0.18% 0.2% 95 -7,233 -12.39% Q4 2025 Jan 21, 2026
Avantax Planning Partners, Inc. History Reduced 51,022 15,414 0.43% 0.47% 96 -3,563 -6.53% Q4 2025 Feb 05, 2026
LMCG INVESTMENTS, LLC History Added to 51,020 15,413 0.88% 0.78% 97 +6,232 13.91% Q4 2025 Feb 03, 2026
Praetorian Wealth Management, Inc. History Added to 50,244 15,179 3.01% 3.02% 98 +788 1.59% Q4 2025 Jan 14, 2026
Sanctuary Advisors, LLC History Added to 49,056 14,820 0.08% 0.06% 99 +6,941 16.48% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 48,040 14,513 0.03% 0.03% 100 +1,344 2.88% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 47,920 14,477 0.16% 0.13% 101 +8,891 22.78% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 45,947 13,881 0.31% 0.35% 102 +37 0.08% Q4 2025 Feb 06, 2026
Focus Financial Network, Inc. History Added to 45,798 13,835 0.48% 0.47% 103 +1,439 3.24% Q4 2025 Jan 12, 2026
Payne Capital Management, LLC History Added to 45,291 13,682 4.32% 4.22% 104 +1,259 2.86% Q4 2025 Feb 02, 2026
Arax Advisory Partners History New 44,380 13,407 0.39% — 105 +44,380 New Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 43,281 13,075 0.17% 0.02% 106 +39,481 1038.97% Q4 2025 Feb 13, 2026
FC Advisory LLC History Added to 41,838 12,639 3.63% 3.6% 107 +479 1.16% Q4 2025 Jan 13, 2026
Garde Capital, Inc. History Reduced 40,640 12,277 0.73% 0.59% 108 -124 -0.3% Q4 2025 Feb 10, 2026
Jacobsen Capital Management History Reduced 40,306 12,176 3.98% 4.08% 109 -109 -0.27% Q4 2025 Jan 26, 2026
Mechanics Bank Trust Department History Added to 40,282 12,169 1.59% 1.59% 110 +2,153 5.65% Q4 2025 Jan 14, 2026
Veery Capital, LLC History Added to 39,872 12,045 3.7% 3.71% 111 +362 0.92% Q4 2025 Jan 27, 2026
Baird Financial Group, Inc. History Reduced 38,423 11,607 0.02% 0.02% 112 -1,308 -3.29% Q4 2025 Feb 13, 2026
Adventist Health System/ West History No change 38,149 11,525 1.94% 1.85% 113 0 0.0% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Reduced 38,025 11,488 0.02% 0.02% 114 -685 -1.77% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 37,839 11,431 0.05% — 115 +37,839 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 37,729 11,398 0.02% 0.02% 116 -1,182 -3.04% Q4 2025 Feb 18, 2026
Marion Wealth Management History Added to 34,632 11,207 2.49% 2.42% 117 +416 1.22% Q4 2025 Jan 26, 2026
Cornerstone Wealth Advisors, Inc. History Added to 36,500 11,027 2.56% 2.63% 118 +28 0.08% Q4 2025 Jan 14, 2026
Savant Capital, LLC History Reduced 35,931 10,854 0.06% 0.14% 119 -40,951 -53.26% Q4 2025 Feb 10, 2026
JMAC ENTERPRISES LLC History Added to 35,916 10,850 2.07% 2.08% 120 +637 1.81% Q4 2025 Jan 21, 2026
Gladwyn Financial Advisors, Inc. History Added to 35,564 10,744 7.55% 7.56% 121 +164 0.46% Q4 2025 Jan 08, 2026
Perfromance Wealth Partners, LLC History Reduced 35,244 10,647 0.29% 0.31% 122 -1,917 -5.16% Q4 2025 Jan 21, 2026
CX Institutional History Added to 35,082 10,599 0.32% 0.31% 123 +369 1.06% Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Reduced 34,199 10,332 0.02% 0.03% 124 -3,063 -8.22% Q4 2025 Feb 11, 2026
Compound Planning, Inc. History Reduced 34,074 10,294 0.3% 0.36% 125 -3,462 -9.22% Q4 2025 Feb 19, 2026
BLAIR WILLIAM & CO/IL History Added to 33,964 10,261 0.03% 0.02% 126 +5,575 19.64% Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 33,919 10,247 0.13% 0.14% 127 -1,219 -3.47% Q4 2025 Jan 22, 2026
FIRST AMERICAN TRUST, FSB History Added to 33,797 10,210 0.7% 0.72% 128 +470 1.41% Q4 2025 Feb 11, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 33,393 10,088 1.14% 1.17% 129 +372 1.13% Q4 2025 Feb 12, 2026
Capital Management Associates, Inc History Added to 31,850 9,622 2.13% 2.06% 130 +6,290 24.61% Q4 2025 Jan 21, 2026
MassMutual Private Wealth & Trust, FSB History Added to 31,759 9,594 0.25% 0.23% 131 +806 2.6% Q4 2025 Jan 07, 2026
Performa Ltd (US), LLC History Added to 31,723 9,583 2.43% 2.21% 132 +3,719 13.28% Q4 2025 Feb 10, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 31,665 9,566 0.48% 0.47% 133 -18 -0.06% Q4 2025 Feb 02, 2026
Focus Partners Advisor Solutions, LLC History Added to 31,654 9,563 0.12% 0.1% 134 +1,280 4.21% Q4 2025 Feb 11, 2026
RFG Advisory, LLC History Reduced 31,610 9,549 0.18% 0.2% 135 -183 -0.58% Q4 2025 Feb 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 31,479 9,510 0.0% 0.0% 136 -33,417 -51.49% Q4 2025 Feb 17, 2026
CJM Wealth Advisers, Ltd. History Added to 30,984 9,360 2.8% 2.82% 137 +193 0.63% Q4 2025 Jan 23, 2026
Robertson Stephens Wealth Management, LLC History Added to 30,650 9,259 0.24% 0.26% 138 +2,223 7.82% Q4 2025 Feb 02, 2026
SWAN Capital LLC History Reduced 30,519 9,220 3.59% 3.92% 139 -1,969 -6.06% Q4 2025 Feb 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 30,498 9,214 2.58% 2.55% 140 +220 0.73% Q4 2025 Feb 02, 2026
D.A. DAVIDSON & CO. History Added to 30,456 9,201 0.06% 0.05% 141 +1,720 5.99% Q4 2025 Jan 29, 2026
Larson Financial Group LLC History Reduced 30,261 9,142 0.3% 0.35% 142 -3,819 -11.21% Q4 2025 Feb 06, 2026
Fee-Only Financial Planning, L.C. History Reduced 30,017 9,068 5.29% 5.25% 143 -230 -0.76% Q4 2025 Jan 26, 2026
Bishop & Co Investment Management, LLC History Reduced 29,985 9,058 3.0% 3.06% 144 -751 -2.44% Q4 2025 Jan 21, 2026
Cornerstone Management, Inc. History Reduced 29,691 8,969 1.46% 1.5% 145 -724 -2.38% Q4 2025 Feb 06, 2026
ARVEST INVESTMENTS, INC. History Reduced 29,652 8,958 1.26% 1.27% 146 -130 -0.44% Q4 2025 Jan 20, 2026
Towerpoint Wealth, LLC History Added to 29,259 8,839 3.5% 3.54% 147 +208 0.72% Q4 2025 Jan 15, 2026
Waverly Advisors, LLC History Added to 29,167 8,811 0.07% 0.08% 148 +2,952 11.26% Q4 2025 Feb 17, 2026
WP Advisors, LLC History Reduced 28,934 8,741 2.18% 2.79% 149 -7,903 -21.45% Q4 2025 Jan 28, 2026
Pinnacle Financial Partners, Inc. History New 28,636 8,655 0.07% — 150 +28,636 New Q4 2025 Feb 18, 2026
HB Wealth Management, LLC History Reduced 28,300 8,549 0.06% 0.06% 151 -306 -1.07% Q4 2025 Jan 28, 2026
Trust Co of the South History Added to 28,063 8,478 1.36% 1.35% 152 +762 2.79% Q4 2025 Jan 05, 2026
Forbes Financial Planning, Inc. History New 28,039 8,471 4.95% — 153 +28,039 New Q4 2025 Jan 26, 2026
Strategic Investment Advisors / MI History Added to 27,825 8,411 0.73% 0.72% 154 +27,658 16561.68% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 27,562 8,326 0.01% 0.01% 155 +9,312 51.02% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Added to 26,984 8,152 1.27% 1.17% 156 +772 2.95% Q4 2025 Jan 21, 2026
GHP Investment Advisors, Inc. History Added to 26,937 8,138 0.33% 0.33% 157 +281 1.05% Q4 2025 Jan 27, 2026
Black Diamond Financial, LLC History Added to 26,677 8,059 0.85% 0.88% 158 +350 1.33% Q4 2025 Feb 03, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 26,516 8,010 0.2% 0.2% 159 +642 2.48% Q4 2025 Feb 09, 2026
NORTHERN TRUST CORP History Reduced 25,923 7,831 0.0% 0.0% 160 -12,305 -32.19% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 24,995 7,551 0.13% 0.11% 161 +3,259 14.99% Q4 2025 Jan 28, 2026
Advisory Alpha, LLC History Added to 24,799 7,492 0.2% 0.21% 162 +286 1.17% Q4 2025 Feb 06, 2026
Ifrah Financial Services, Inc. History Reduced 24,229 7,319 1.88% 1.95% 163 -1,046 -4.14% Q4 2025 Jan 22, 2026
GRANVILLE CAPITAL, INC. History New 24,063 7,269 3.86% — 164 +24,063 New Q4 2025 Feb 13, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Reduced 23,998 7,249 2.96% 3.04% 165 -249 -1.03% Q4 2025 Jan 09, 2026
Relyea Zuckerberg Hanson LLC History Reduced 23,935 7,231 0.73% 0.78% 166 -933 -3.75% Q4 2025 Jan 20, 2026
Strategic Wealth Advisors LLC History New 23,848 7,204 6.16% — 167 +23,848 New Q4 2025 Feb 03, 2026
Meramec Financial Planners, LLC History New 22,610 7,153 2.79% — 168 +22,610 New Q4 2025 Feb 10, 2026
Leeward Financial Partners, LLC History Reduced 23,665 7,149 2.01% 2.04% 169 -423 -1.76% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 23,257 7,026 0.12% 0.03% 170 +19,017 448.51% Q4 2025 Feb 06, 2026
Everhart Financial Group, Inc. History Added to 23,046 6,962 0.64% 0.62% 171 +2,164 10.36% Q4 2025 Jan 07, 2026
OpenArc Corporate Advisory, LLC History New 22,965 6,937 0.11% — 172 +22,965 New Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History Added to 22,821 6,894 0.21% 0.21% 173 +441 1.97% Q4 2025 Feb 10, 2026
SkyOak Wealth, LLC History Reduced 22,692 6,855 1.23% 1.28% 174 -8 -0.04% Q4 2025 Feb 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 22,343 6,779 0.01% — 175 +22,343 New Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Reduced 22,239 6,718 0.0% 0.0% 176 -2,068 -8.51% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 22,083 6,671 0.14% 0.15% 177 +505 2.34% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 21,902 6,614 0.03% 0.04% 178 +1,358 6.61% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 21,389 6,525 0.01% 0.01% 179 -1,184 -5.25% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 21,461 6,483 0.0% 0.0% 180 +968 4.72% Q4 2025 Feb 17, 2026
Clayton Financial Group LLC History Added to 21,018 6,349 3.24% 3.41% 181 +5,311 33.81% Q4 2025 Jan 21, 2026
ASSOCIATED BANC-CORP History Added to 20,813 6,287 0.16% 0.16% 182 +501 2.47% Q4 2025 Feb 06, 2026
Krilogy Financial LLC History Reduced 19,143 6,162 0.21% 0.23% 183 -1,014 -5.03% Q4 2025 Jan 27, 2026
Summit Financial, LLC History Added to 20,147 6,086 0.09% 0.09% 184 +737 3.8% Q4 2025 Feb 13, 2026
Wolff Financial Management LLC History Reduced 19,832 5,991 1.35% 1.4% 185 -362 -1.79% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 19,533 5,901 0.22% 0.23% 186 +3,394 21.03% Q4 2025 Feb 09, 2026
COMMERCE BANK History Added to 19,516 5,895 0.03% 0.03% 187 +476 2.5% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 19,499 5,890 0.15% 0.12% 188 +5,028 34.75% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Added to 19,407 5,863 0.08% 0.08% 189 +447 2.36% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 19,384 5,856 0.01% 0.01% 190 +1,939 11.11% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Reduced 19,190 5,797 0.07% 0.07% 191 -4 -0.02% Q4 2025 Jan 20, 2026
Clear Retirement Advice LLC History New 18,663 5,782 4.5% — 192 +18,663 New Q4 2025 Feb 24, 2026
Quantinno Capital Management LP History Added to 19,131 5,779 0.01% 0.01% 193 +6,521 51.71% Q4 2025 Feb 17, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 19,074 5,762 2.47% 2.34% 194 +1,118 6.23% Q4 2025 Feb 05, 2026
Chicago Partners Investment Group LLC History Reduced 17,761 5,748 0.14% 0.14% 195 -117 -0.65% Q4 2025 Jan 28, 2026
Wealthspire Retirement, LLC History Added to 19,000 5,740 0.35% 0.19% 196 +9,121 92.33% Q4 2025 Feb 18, 2026
Wealthfront Advisers LLC History Added to 18,859 5,697 0.01% 0.01% 197 +151 0.81% Q4 2025 Jan 30, 2026
OneDigital Investment Advisors LLC History Reduced 18,823 5,686 0.06% 0.09% 198 -9,110 -32.61% Q4 2025 Feb 13, 2026
Ackerman Capital Advisors, LLC History Reduced 18,708 5,651 1.13% 1.21% 199 -693 -3.57% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 18,615 5,623 0.19% 0.2% 200 +41 0.22% Q4 2025 Jan 30, 2026
Prosperity Planning, Inc. History Added to 18,515 5,593 1.46% 1.48% 201 +74 0.4% Q4 2025 Jan 14, 2026
Verdence Capital Advisors LLC History Reduced 17,901 5,408 0.32% 0.33% 202 -484 -2.63% Q4 2025 Jan 29, 2026
May Barnhard Investments LLC History Added to 17,853 5,393 2.55% 2.43% 203 +247 1.4% Q4 2025 Jan 28, 2026
Bank of New York Mellon Corp History Added to 17,474 5,279 0.0% 0.0% 204 +1,863 11.93% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 17,419 5,262 0.33% 0.33% 205 +962 5.85% Q4 2025 Feb 06, 2026
First Heartland Consultants, Inc. History Added to 17,406 5,258 0.4% 0.42% 206 +1 0.01% Q4 2025 Jan 09, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 17,288 5,223 0.81% 0.95% 207 -179 -1.02% Q4 2025 Feb 03, 2026
CENTRAL TRUST Co History Reduced 17,152 5,181 0.1% 0.11% 208 -157 -0.91% Q4 2025 Feb 02, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 17,138 5,177 0.42% 0.44% 209 +49 0.29% Q4 2025 Feb 12, 2026
B. Riley Wealth Advisors, Inc. History Reduced 16,913 5,109 0.24% 0.25% 210 -965 -5.4% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 16,764 5,064 0.33% 0.35% 211 -647 -3.72% Q4 2025 Jan 23, 2026
Institute for Wealth Management, LLC. History Added to 16,589 5,011 0.53% 0.4% 212 +3,722 28.93% Q4 2025 Jan 27, 2026
Zeit Capital LLC History Reduced 16,525 4,992 3.37% 3.35% 213 -51 -0.31% Q4 2025 Jan 26, 2026
Peak Retirement Planning, Inc. History Added to 16,409 4,957 1.16% 1.36% 214 +154 0.95% Q4 2025 Feb 10, 2026
Members Trust Co History Reduced 16,250 4,909 0.16% 0.2% 215 -4,077 -20.06% Q4 2025 Jan 15, 2026
Essential Planning, LLC. History Reduced 16,203 4,895 1.56% 1.67% 216 -58 -0.36% Q4 2025 Jan 15, 2026
Gemmer Asset Management LLC History No change 15,883 4,798 0.37% 0.38% 217 0 0.0% Q4 2025 Jan 23, 2026
Perigon Wealth Management, LLC History Reduced 15,774 4,765 0.09% 0.1% 218 -393 -2.43% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 15,465 4,671 0.09% 0.09% 219 -291 -1.85% Q4 2025 Feb 12, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 15,451 4,667 3.7% 3.69% 220 -98 -0.63% Q4 2025 Jan 16, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 15,374 4,644 0.31% 0.32% 221 -566 -3.55% Q4 2025 Jan 27, 2026
Thrive Capital Management, LLC History Added to 15,275 4,614 1.03% 1.11% 223 +809 5.59% Q4 2025 Feb 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 15,275 4,614 0.11% 0.11% 222 -272 -1.75% Q4 2025 Feb 03, 2026
Stratos Wealth Advisors, LLC History Reduced 15,236 4,602 0.22% 0.22% 224 -448 -2.86% Q4 2025 Jan 20, 2026
LifePlan Investment Advisors, Inc. History Added to 15,147 4,576 1.86% 1.87% 225 +169 1.13% Q4 2025 Feb 09, 2026
Financial Engines Advisors L.L.C. History Reduced 14,967 4,521 0.01% 0.01% 226 -429 -2.79% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 14,748 4,455 0.17% 0.05% 227 +12,121 461.4% Q4 2025 Feb 04, 2026
OneAscent Financial Services LLC History Added to 14,476 4,373 0.4% 0.04% 228 +13,299 1129.91% Q4 2025 Feb 11, 2026
M&T BANK CORP History Reduced 14,413 4,354 0.01% 0.01% 229 -34 -0.24% Q4 2025 Jan 30, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 14,377 4,343 0.05% 0.06% 230 -146 -1.01% Q4 2025 Jan 29, 2026
Seek First Inc. History Added to 14,373 4,342 2.99% 3.04% 231 +159 1.12% Q4 2025 Jan 30, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 14,335 4,330 0.06% 0.07% 232 -1,317 -8.41% Q4 2025 Feb 12, 2026
HOLDERNESS INVESTMENTS CO History Reduced 14,211 4,293 0.87% 0.87% 233 -35 -0.25% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 14,196 4,288 0.08% 0.08% 234 -53 -0.37% Q4 2025 Jan 16, 2026
Transamerica Financial Advisors, LLC History Reduced 14,111 4,263 0.36% 0.38% 236 -1,107 -7.27% Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Added to 14,113 4,263 0.07% 0.07% 235 +482 3.54% Q4 2025 Feb 03, 2026
Nabity-Jensen Investment Management Inc History Added to 14,078 4,253 2.88% 2.87% 237 +163 1.17% Q4 2025 Jan 26, 2026
RTD Financial Advisors, Inc. History Reduced 14,077 4,252 0.52% 0.51% 238 -96 -0.68% Q4 2025 Jan 27, 2026
Equitable Holdings, Inc. History Added to 13,981 4,223 0.03% 0.03% 239 +2,337 20.07% Q4 2025 Feb 17, 2026
Martel Wealth Advisors Inc History Reduced 13,568 4,099 0.7% 0.72% 240 -282 -2.04% Q4 2025 Jan 21, 2026
Ally Invest Advisors Inc. History Added to 13,473 4,070 0.28% 0.28% 241 +339 2.58% Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Added to 13,465 4,067 0.18% 0.17% 242 +1,106 8.95% Q4 2025 Jan 27, 2026
Cornerstone Advisory, LLC History Reduced 13,456 4,065 0.39% 0.4% 243 -240 -1.75% Q4 2025 Jan 28, 2026
Probity Advisors, Inc. History Reduced 13,121 3,963 0.63% 0.64% 244 -193 -1.45% Q4 2025 Jan 27, 2026
Smartleaf Asset Management LLC History Added to 12,981 3,960 0.15% 0.05% 245 +10,351 393.57% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 12,992 3,925 0.09% 0.09% 246 +52 0.4% Q4 2025 Feb 04, 2026
JANE STREET GROUP, LLC History Added to 12,900 3,897 0.0% 0.0% 248 +4,400 51.76% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 12,900 3,897 0.0% 0.0% 247 -2,200 -14.57% Q4 2025 Feb 17, 2026
WARNER FINANCIAL, INC History Added to 12,839 3,879 1.35% 1.42% 249 +59 0.46% Q4 2025 Jan 21, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 12,798 3,866 0.29% 0.13% 250 +7,394 136.82% Q4 2025 Jan 07, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 12,714 3,841 3.6% — 251 +12,714 New Q4 2025 Feb 02, 2026
Curbstone Financial Management Corp History Reduced 12,540 3,788 0.72% 0.72% 252 -80 -0.63% Q4 2025 Jan 23, 2026
Acropolis Investment Management, LLC History Reduced 12,359 3,733 0.17% 0.18% 253 -344 -2.71% Q4 2025 Jan 14, 2026
Hilltop National Bank History Added to 12,334 3,726 0.9% 0.86% 254 +644 5.51% Q4 2025 Jan 07, 2026
TAGStone Capital, Inc. History Added to 12,218 3,691 1.37% 1.43% 255 +130 1.08% Q4 2025 Feb 10, 2026
Fluent Financial, LLC History New 12,193 3,683 1.4% — 256 +12,193 New Q4 2025 Jan 14, 2026
WESBANCO BANK INC History Reduced 12,073 3,647 0.1% 0.11% 257 -1,188 -8.96% Q4 2025 Feb 03, 2026
Accel Wealth Management History Added to 12,021 3,631 0.99% 0.91% 258 +1,502 14.28% Q4 2025 Jan 20, 2026
Tandem Financial, LLC History Added to 12,867 3,603 4.32% 0.35% 259 +9,722 309.13% Q4 2025 Feb 10, 2026
SilverOak Wealth Management LLC History No change 11,795 3,563 0.56% 0.59% 260 0 0.0% Q4 2025 Jan 28, 2026
DeLarme Wealth Management, Inc. History New 11,737 3,546 2.52% — 261 +11,737 New Q4 2025 Jan 26, 2026
Alpine Bank Wealth Management History No change 11,614 3,508 0.5% 0.49% 262 0 0.0% Q4 2025 Jan 15, 2026
CITIGROUP INC History Reduced 11,475 3,466 0.0% 0.0% 263 -3,854 -25.14% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Reduced 11,326 3,421 0.18% 0.19% 264 -212 -1.84% Q4 2025 Feb 05, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 11,179 3,377 0.55% 0.59% 265 -603 -5.12% Q4 2025 Jan 07, 2026
Falcon Wealth Planning History Reduced 10,976 3,316 0.28% 0.29% 266 -47 -0.43% Q4 2025 Feb 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 10,967 3,313 1.65% 1.65% 267 -115 -1.04% Q4 2025 Jan 30, 2026
Argent Trust Co History Added to 10,943 3,305 0.11% 0.07% 268 +4,355 66.11% Q4 2025 Feb 10, 2026
Center for Financial Planning, Inc. History Reduced 10,858 3,280 0.34% 0.35% 269 -277 -2.49% Q4 2025 Feb 05, 2026
AIRE ADVISORS, LLC History Reduced 10,852 3,278 0.6% 0.59% 270 -46 -0.42% Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 10,814 3,266 0.04% 0.04% 271 +588 5.75% Q4 2025 Feb 04, 2026
MAI Capital Management History Added to 10,760 3,250 0.02% 0.01% 272 +3,775 54.04% Q4 2025 Feb 13, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 10,700 3,232 1.31% 1.26% 273 +493 4.83% Q4 2025 Feb 11, 2026
Western Wealth Management, LLC History Reduced 10,682 3,227 0.15% 0.17% 275 -235 -2.15% Q4 2025 Feb 05, 2026
Connecticut Wealth Management, LLC History No change 10,683 3,227 0.14% 0.14% 274 0 0.0% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 10,600 3,202 0.15% 0.2% 276 -308 -2.82% Q4 2025 Jan 28, 2026
McKinley Carter Wealth Services, Inc. History Reduced 10,524 3,179 0.18% 0.17% 277 -402 -3.68% Q4 2025 Feb 06, 2026
Aurelius Family Office LLC History Added to 10,191 3,174 1.36% 1.25% 278 +711 7.5% Q4 2025 Jan 09, 2026
MSH Capital Advisors LLC History Reduced 10,373 3,133 0.67% 0.83% 279 -6 -0.06% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Reduced 10,280 3,105 0.02% 0.02% 280 -1,350 -11.61% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Reduced 10,012 3,024 0.02% 0.02% 281 -1,011 -9.17% Q4 2025 Feb 09, 2026
Infinity Wealth Counsel, LLC History Added to 9,992 3,018 2.75% 2.83% 282 +195 1.99% Q4 2025 Jan 15, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 9,963 3,009 0.19% 0.19% 283 -73 -0.73% Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History Added to 9,924 2,998 0.44% 0.43% 284 +115 1.17% Q4 2025 Feb 02, 2026
Cranbrook Wealth Management, LLC History Reduced 9,906 2,992 0.59% 0.59% 285 -26 -0.26% Q4 2025 Jan 28, 2026
Tower View Wealth Management LLC History Reduced 9,803 2,961 1.46% 1.69% 286 -1,148 -10.48% Q4 2025 Jan 23, 2026
rebel Financial LLC History New 9,752 2,946 1.26% — 287 +9,752 New Q4 2025 Mar 27, 2026
Matisse Capital History No change 9,554 2,886 1.29% 1.28% 288 0 0.0% Q4 2025 Jan 29, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 9,529 2,878 0.31% 0.32% 289 +91 0.96% Q4 2025 Jan 26, 2026
Global Trust Wealth Management LLC History New 9,520 2,875 2.13% — 290 +9,520 New Q4 2025 Jan 28, 2026
SOA Wealth Advisors, LLC. History Added to 9,451 2,855 0.48% 0.48% 291 +91 0.97% Q4 2025 Jan 20, 2026
VANGUARD GROUP INC History Added to 9,370 2,830 0.0% 0.0% 292 +136 1.47% Q4 2025 Jan 29, 2026
J.W. COLE ADVISORS, INC. History Reduced 10,176 2,819 0.07% 0.06% 293 -27 -0.26% Q4 2025 Feb 11, 2026
Trust Point Inc. History Added to 9,313 2,813 0.22% 0.19% 294 +1,556 20.06% Q4 2025 Jan 13, 2026
Disciplined Investments, LLC History Reduced 9,205 2,780 1.07% 1.13% 295 -347 -3.63% Q4 2025 Feb 05, 2026
Prime Capital Investment Advisors, LLC History Reduced 9,196 2,778 0.03% 0.03% 296 -82 -0.88% Q4 2025 Jan 21, 2026
FAS Wealth Partners, Inc. History Reduced 9,116 2,753 0.18% 0.19% 297 -85 -0.92% Q4 2025 Feb 18, 2026
Capital Advisors Wealth Management, LLC History Reduced 9,076 2,741 0.37% 0.39% 298 -38 -0.42% Q4 2025 Jan 21, 2026
Pillar Financial Advisors, LLC History No change 9,073 2,741 1.65% 1.7% 299 0 0.0% Q4 2025 Feb 02, 2026
Gladstone Institutional Advisory LLC History Added to 9,028 2,727 0.1% 0.1% 300 +129 1.45% Q4 2025 Feb 17, 2026
Noble Family Wealth, LLC History Reduced 8,988 2,715 0.57% 0.6% 301 -125 -1.37% Q4 2025 Jan 07, 2026
Brookstone Capital Management History Reduced 8,879 2,682 0.03% 0.03% 302 -798 -8.25% Q4 2025 Jan 15, 2026
VALLEY NATIONAL ADVISERS INC History Added to 8,848 2,672 0.37% 0.39% 303 +293 3.42% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Reduced 8,825 2,666 0.05% 0.05% 304 -96 -1.08% Q4 2025 Jan 22, 2026
Sovran Advisors, LLC History Reduced 8,158 2,647 0.22% 0.24% 305 -768 -8.6% Q4 2025 Jan 20, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 8,746 2,642 1.13% 1.21% 306 -222 -2.48% Q4 2025 Jan 26, 2026
Milestone Asset Management Group, LLC History Added to 8,508 2,570 1.45% 1.31% 307 +1,495 21.32% Q4 2025 Feb 03, 2026
Parkside Financial Bank & Trust History Added to 8,442 2,550 0.19% 0.17% 308 +989 13.27% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 8,359 2,525 0.03% 0.04% 309 +577 7.41% Q4 2025 Jan 29, 2026
Visionary Wealth Advisors History Added to 8,288 2,503 0.11% 0.09% 310 +1,962 31.01% Q4 2025 Feb 13, 2026
Sterling Financial Planning, Inc. History Added to 8,259 2,495 0.75% 0.77% 311 +95 1.16% Q4 2025 Jan 27, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 8,214 2,481 1.58% 1.53% 312 +539 7.02% Q4 2025 Feb 04, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 8,147 2,461 0.05% 0.05% 313 -216 -2.58% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Added to 8,125 2,454 0.05% 0.04% 314 +1,086 15.43% Q4 2025 Jan 14, 2026
SAPIENT CAPITAL LLC History Added to 7,990 2,437 0.03% 0.01% 315 +6,525 445.39% Q4 2025 Feb 05, 2026
INTEGRATED WEALTHCARE, LLC History New 8,062 2,435 2.05% — 316 +8,062 New Q4 2025 Jan 23, 2026
Cordoba Advisory Partners LLC History New 8,052 2,432 0.6% — 317 +8,052 New Q4 2025 Feb 13, 2026
Mustard Seed Financial, LLC History Added to 8,011 2,420 1.52% 1.42% 318 +605 8.17% Q4 2025 Jan 23, 2026
Integrity Wealth Solutions LLC History Added to 7,884 2,381 0.94% 1.04% 319 +67 0.86% Q4 2025 Feb 02, 2026
River Wealth Advisors LLC History Reduced 7,860 2,374 0.27% 0.28% 320 -72 -0.91% Q4 2025 Feb 13, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 6,355 2,358 0.76% 1.24% 321 -389 -5.77% Q4 2025 Jan 22, 2026
Archford Capital Strategies, LLC History Reduced 7,783 2,351 0.27% 0.29% 322 -308 -3.81% Q4 2025 Jan 15, 2026
Compass Ion Advisors, LLC History Reduced 7,781 2,350 0.22% 0.23% 323 -296 -3.66% Q4 2025 Jan 29, 2026
Tradition Wealth Management, LLC History Reduced 7,771 2,347 0.17% 0.18% 324 -200 -2.51% Q4 2025 Feb 11, 2026
Ballast Financial Advisors LLC History New 7,764 2,345 2.41% — 325 +7,764 New Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History New 7,760 2,344 0.0% — 326 +7,760 New Q4 2025 Feb 12, 2026
Curtis Advisory Group, LLC History No change 7,756 2,343 0.49% 0.52% 327 0 0.0% Q4 2025 Jan 23, 2026
TFB Advisors LLC History Reduced 7,603 2,296 0.64% 0.67% 328 -30 -0.39% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 7,595 2,294 0.06% 0.06% 329 +229 3.11% Q4 2025 Jan 28, 2026
Prospera Financial Services Inc History Reduced 7,517 2,275 0.04% 0.04% 330 -434 -5.46% Q4 2025 Feb 09, 2026
InTrack Investment Management Inc History Reduced 7,529 2,274 1.27% 1.34% 331 -24 -0.32% Q4 2025 Jan 14, 2026
Kingsview Wealth Management, LLC History Added to 7,518 2,271 0.03% 0.03% 332 +243 3.34% Q4 2025 Feb 09, 2026
BTC Capital Management, Inc. History Added to 7,494 2,263 0.16% 0.15% 333 +168 2.29% Q4 2025 Jan 15, 2026
Sonoma Allocations LLC History Reduced 7,175 2,261 0.75% 0.81% 334 -172 -2.34% Q4 2025 Feb 23, 2026
BESSEMER GROUP INC History Reduced 7,424 2,243 0.0% 0.0% 335 -2,364 -24.15% Q4 2025 Feb 05, 2026
Brindle & Bay Financial Advisors, LLC History New 7,420 2,241 1.49% — 336 +7,420 New Q4 2025 Jan 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 7,381 2,229 0.01% 0.01% 337 +124 1.71% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO History Added to 7,013 2,228 0.02% 0.02% 338 +3 0.04% Q4 2025 Jan 26, 2026
Insight Advisors, LLC/ PA History Reduced 7,370 2,226 0.34% 0.34% 339 -10 -0.14% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 7,359 2,223 0.02% 0.02% 340 +1,915 35.18% Q4 2025 Jan 23, 2026
Creekside Partners History Added to 7,310 2,208 0.93% 0.96% 341 +15 0.21% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 7,169 2,165 0.13% 0.14% 342 +73 1.03% Q4 2025 Feb 10, 2026
Opulen Financial Group LLC History Added to 7,143 2,158 1.57% 1.61% 343 +16 0.22% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 7,116 2,149 0.03% 0.03% 344 +341 5.03% Q4 2025 Jan 30, 2026
Vestwell Advisors, LLC History Added to 7,110 2,147 0.32% 0.72% 345 +316 4.65% Q4 2025 Feb 13, 2026
Vickerman Investment Advisors, Inc. History Reduced 7,069 2,135 0.43% 0.43% 346 -12 -0.17% Q4 2025 Feb 12, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 7,062 2,133 0.0% 0.0% 347 +1,174 19.94% Q4 2025 Feb 17, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 7,053 2,130 0.3% 0.32% 348 -106 -1.48% Q4 2025 Feb 13, 2026
SUMMIT WEALTH GROUP LLC / CO History New 7,028 2,123 0.28% — 349 +7,028 New Q4 2025 Feb 04, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 6,976 2,107 0.69% 0.81% 350 -1,187 -14.54% Q4 2025 Jan 27, 2026
MONECO ADVISORS, LLC History Reduced 6,952 2,100 0.17% 0.17% 351 -87 -1.24% Q4 2025 Feb 04, 2026
Parallel Advisors, LLC History Reduced 6,901 2,084 0.04% 0.04% 352 -180 -2.54% Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History Reduced 6,900 2,084 0.05% 0.05% 353 -46 -0.66% Q4 2025 Feb 17, 2026
Elevated Financial Group LLC History New 6,866 2,074 0.72% — 354 +6,866 New Q4 2025 Jan 29, 2026
One Charles Private Wealth Services, LLC History No change 6,828 2,062 0.53% 0.53% 355 0 0.0% Q4 2025 Feb 06, 2026
Harbour Capital Advisors, LLC History No change 6,686 2,052 0.42% 0.41% 356 0 0.0% Q4 2025 Jan 07, 2026
Caprock Group, LLC History Reduced 6,788 2,050 0.04% 0.05% 357 -298 -4.21% Q4 2025 Jan 28, 2026
Simmons Bank History Reduced 6,712 2,027 0.14% 0.14% 358 -223 -3.22% Q4 2025 Feb 05, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 6,683 2,018 0.7% 0.74% 359 -81 -1.2% Q4 2025 Jan 27, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 6,543 1,976 0.52% 0.76% 360 -2,561 -28.13% Q4 2025 Feb 06, 2026
Werba Rubin Papier Wealth Management History Added to 6,506 1,965 0.53% 0.3% 361 +234 3.73% Q4 2025 Jan 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 6,480 1,957 0.08% 0.08% 362 +132 2.08% Q4 2025 Feb 09, 2026
StoneX Group Inc. History Reduced 6,427 1,952 0.08% 0.11% 363 -1,725 -21.16% Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Reduced 6,464 1,952 0.01% 0.01% 364 -51 -0.78% Q4 2025 Feb 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 6,332 1,912 0.67% 0.69% 365 -211 -3.22% Q4 2025 Jan 21, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 6,326 1,911 0.51% 0.52% 366 +6 0.09% Q4 2025 Feb 11, 2026
BOKF, NA History Reduced 6,216 1,877 0.03% 0.03% 367 -467 -6.99% Q4 2025 Feb 03, 2026
GC Wealth Management RIA, LLC History Added to 6,202 1,873 0.07% 0.06% 368 +218 3.64% Q4 2025 Jan 30, 2026
Quadcap Wealth Management, LLC History Reduced 6,156 1,859 0.21% 0.22% 369 -27 -0.44% Q4 2025 Jan 29, 2026
Harbor Asset Planning, Inc. History Reduced 6,112 1,847 1.58% 1.74% 370 -410 -6.29% Q4 2025 Jan 26, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 6,096 1,841 0.14% 0.13% 371 -24 -0.39% Q4 2025 Jan 23, 2026
BCS Wealth Management History Added to 5,954 1,798 0.18% 0.2% 372 +2,977 100.0% Q4 2025 Jan 26, 2026
Winthrop Capital Management, LLC History Reduced 5,948 1,797 0.42% 0.44% 373 -101 -1.67% Q4 2025 Feb 10, 2026
Dentgroup LLC History Reduced 5,927 1,790 1.23% 1.39% 374 -1,322 -18.24% Q4 2025 Jan 28, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 5,878 1,775 0.66% 0.67% 375 -41 -0.69% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 5,868 1,772 0.05% 0.04% 376 +881 17.67% Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Reduced 5,844 1,765 0.08% 0.09% 377 -8 -0.14% Q4 2025 Jan 12, 2026
Sage Mountain Advisors LLC History Added to 5,718 1,727 0.09% 0.09% 378 +168 3.03% Q4 2025 Jan 23, 2026
Financial Connections Group, Inc. History No change 5,718 1,727 0.59% 0.66% 379 0 0.0% Q4 2025 Jan 23, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 5,706 1,723 0.11% 0.12% 380 -280 -4.68% Q4 2025 Feb 04, 2026
Pinnacle Financial Group, LLC / IL History Added to 5,702 1,722 0.5% 0.5% 381 +123 2.2% Q4 2025 Feb 05, 2026
IEQ CAPITAL, LLC History Reduced 5,681 1,716 0.01% 0.01% 382 -56 -0.98% Q4 2025 Feb 13, 2026
REBALANCE, LLC History Reduced 5,668 1,712 0.1% 0.1% 383 -24 -0.42% Q4 2025 Jan 15, 2026
Allworth Financial LP History New 5,648 1,706 0.01% — 384 +5,648 New Q4 2025 Feb 05, 2026
Tranquility Partners, LLC History Reduced 5,622 1,698 0.61% 0.58% 385 -154 -2.67% Q4 2025 Feb 03, 2026
Ausdal Financial Partners, Inc. History Reduced 5,611 1,694 0.08% 0.09% 386 -521 -8.5% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 5,589 1,688 0.18% 0.19% 387 -101 -1.78% Q4 2025 Feb 18, 2026
Sagace Wealth Management LLC History Reduced 5,576 1,684 1.14% 1.15% 388 -123 -2.16% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Reduced 5,545 1,675 0.01% 0.01% 389 -166 -2.91% Q4 2025 Jan 26, 2026
FineMark National Bank & Trust History Added to 5,538 1,673 0.05% 0.05% 390 +818 17.33% Q4 2025 Feb 12, 2026
World Investment Advisors History Added to 5,521 1,667 0.03% 0.03% 391 +37 0.67% Q4 2025 Mar 12, 2026
GENEVA CAPITAL MANAGEMENT LLC History New 5,515 1,665 0.03% — 392 +5,515 New Q4 2025 Feb 12, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 5,505 1,663 0.26% 0.26% 393 +10 0.18% Q4 2025 Jan 12, 2026
Meridian Financial Advisors, LLC History Reduced 5,492 1,659 0.9% 0.95% 394 -200 -3.51% Q4 2025 Jan 23, 2026
WEALTH ALLIANCE, LLC History Reduced 5,478 1,654 0.16% 0.18% 395 -484 -8.12% Q4 2025 Feb 13, 2026
SIMON QUICK ADVISORS, LLC History Reduced 5,436 1,642 0.07% 0.07% 396 -114 -2.05% Q4 2025 Jan 29, 2026
TCI Wealth Advisors, Inc. History No change 5,393 1,629 0.09% 0.1% 397 0 0.0% Q4 2025 Feb 02, 2026
Compton Wealth Advisory Group, LLC History No change 5,378 1,624 0.35% 0.37% 398 0 0.0% Q4 2025 Jan 13, 2026
Apriem Advisors History Added to 5,375 1,623 0.15% 0.14% 399 +268 5.25% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Reduced 5,287 1,597 0.02% 0.02% 400 -215 -3.91% Q4 2025 Feb 05, 2026
Jacobs Equity LLC History New 5,259 1,588 1.53% — 402 +5,259 New Q4 2025 Feb 19, 2026
Cooksen Wealth, LLC History Reduced 5,259 1,588 1.16% 1.18% 401 -39 -0.74% Q4 2025 Jan 20, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Reduced 5,225 1,578 0.23% 0.25% 403 -295 -5.34% Q4 2025 Feb 03, 2026
Cascade Wealth Advisors, Inc History No change 4,896 1,577 0.73% 0.73% 404 0 0.0% Q4 2025 Feb 04, 2026
Genesis Financial Group, LLC History New 5,213 1,575 0.91% — 405 +5,213 New Q4 2025 Jan 16, 2026
Wedmont Private Capital History Reduced 4,918 1,559 0.05% 0.06% 406 -102 -2.03% Q4 2025 Jan 08, 2026
CGN Advisors LLC History Added to 5,152 1,556 0.12% 0.12% 407 +275 5.64% Q4 2025 Jan 05, 2026
Whitegate Investment Counselors, Inc. History Added to 5,145 1,554 0.49% 0.47% 408 +307 6.35% Q4 2025 Feb 10, 2026
UPTICK PARTNERS, LLC History Added to 5,142 1,553 0.33% 0.36% 409 +515 11.13% Q4 2025 Feb 02, 2026
Michels Family Financial, LLC History Added to 5,139 1,552 1.14% 1.16% 410 +148 2.97% Q4 2025 Feb 19, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 5,133 1,550 0.01% 0.01% 411 +430 9.14% Q4 2025 Feb 13, 2026
Ironwood Financial, llc History Added to 4,755 1,530 0.26% 0.23% 412 +441 10.22% Q4 2025 Jan 15, 2026
TRITONPOINT WEALTH, LLC History Reduced 5,040 1,522 0.15% 0.15% 413 -705 -12.27% Q4 2025 Jan 20, 2026
Golden State Equity Partners History Reduced 5,016 1,515 0.24% 0.27% 414 -312 -5.86% Q4 2025 Jan 29, 2026
Apella Capital, LLC History Added to 5,014 1,514 0.03% 0.03% 415 +301 6.39% Q4 2025 Jan 21, 2026
FIRST NATIONAL BANK OF OMAHA History New 4,815 1,469 0.04% — 416 +4,815 New Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 4,829 1,459 0.01% 0.01% 417 +103 2.18% Q4 2025 Jan 05, 2026
Gen-Wealth Partners Inc History Added to 392,425 1,452 0.47% 0.35% 418 +388,955 11209.08% Q4 2025 Feb 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 4,801 1,450 0.0% 0.0% 419 +2,890 151.23% Q4 2025 Feb 18, 2026
Manchester Capital Management LLC History Added to 4,787 1,446 0.2% 0.19% 420 +7 0.15% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Added to 4,780 1,444 0.05% 0.05% 421 +127 2.73% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 4,780 1,444 0.21% 0.22% 422 +127 2.73% Q4 2025 Jan 27, 2026
DRAVO BAY LLC History Added to 4,740 1,432 0.6% 0.62% 423 +47 1.0% Q4 2025 Jan 27, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 4,733 1,429 0.45% 0.41% 424 +562 13.47% Q4 2025 Feb 10, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 4,713 1,423 0.32% 0.33% 425 +35 0.75% Q4 2025 Jan 12, 2026
ASPIRIANT, LLC History Added to 4,683 1,414 0.04% 0.04% 426 +190 4.23% Q4 2025 Jan 20, 2026
Canvas Wealth Advisors, LLC History Added to 4,667 1,409 0.24% 0.25% 427 +120 2.64% Q4 2025 Jan 12, 2026
Klingman & Associates, LLC History Added to 4,640 1,401 0.07% 0.03% 428 +2,755 146.15% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Added to 4,640 1,401 0.05% 0.05% 429 +167 3.73% Q4 2025 Feb 04, 2026
Lido Advisors, LLC History Reduced 4,674 1,400 0.0% 0.0% 430 -633 -11.93% Q4 2025 Feb 10, 2026
Graetz Wealth LLC History New 4,623 1,396 1.27% — 431 +4,623 New Q4 2025 Feb 12, 2026
Fiduciary Alliance LLC History Added to 4,613 1,393 0.09% 0.09% 432 +112 2.49% Q4 2025 Jan 22, 2026
Gotham Asset Management, LLC History Added to 4,597 1,388 0.01% 0.01% 433 +518 12.7% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 4,568 1,379 0.0% 0.0% 434 +2,022 79.42% Q4 2025 Feb 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 4,545 1,373 0.02% 0.02% 435 +1,898 71.7% Q4 2025 Feb 19, 2026
Covington Investment Advisors Inc. History Added to 10,462 1,361 0.19% 0.26% 436 +3,701 54.74% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 4,488 1,355 0.08% 0.08% 437 +65 1.47% Q4 2025 Jan 14, 2026
Ferguson Johnson Wealth Management Inc History New 4,477 1,352 1.12% — 439 +4,477 New Q4 2025 Feb 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 4,478 1,352 0.04% 0.04% 438 +318 7.64% Q4 2025 Feb 13, 2026
Stanich Group LLC History Reduced 4,449 1,345 1.01% 0.86% 440 -251 -5.34% Q4 2025 Jan 23, 2026
AlphaCore Capital LLC History Added to 4,387 1,325 0.03% 0.03% 441 +1,592 56.96% Q4 2025 Feb 05, 2026
NorthStar Asset Management LLC /NJ/ History Added to 4,367 1,319 0.59% 0.59% 442 +207 4.98% Q4 2025 Feb 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 4,342 1,311 0.22% — 443 +4,342 New Q4 2025 Feb 12, 2026
Diversified Enterprises, LLC History Added to 4,334 1,309 0.08% 0.07% 444 +991 29.64% Q4 2025 Jan 28, 2026
Total Wealth Planning, LLC History Reduced 4,329 1,307 2.8% 2.36% 446 -64,104 -93.67% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 4,327 1,307 0.04% 0.03% 445 +1,010 30.45% Q4 2025 Feb 12, 2026
McMillan Office, Inc. History New 4,324 1,306 0.16% — 447 +4,324 New Q4 2025 Feb 12, 2026
Independent Wealth Network Inc. History Added to 4,313 1,303 0.4% 0.41% 448 +43 1.01% Q4 2025 Jan 26, 2026
ATLANTIC FAMILY WEALTH, LLC History Added to 4,308 1,301 0.98% 0.97% 449 +76 1.8% Q4 2025 Feb 12, 2026
HARTLINE INVESTMENT CORP/ History No change 4,306 1,300 0.14% 0.13% 450 0 0.0% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Reduced 4,300 1,298 0.01% 0.01% 451 -2 -0.05% Q4 2025 Jan 12, 2026
UNITED BANK History No change 4,291 1,296 0.17% 0.15% 452 0 0.0% Q4 2025 Feb 13, 2026
Friday Financial History Added to 4,260 1,286 0.45% 0.36% 453 +1,361 46.95% Q4 2025 Jan 09, 2026
Orion Porfolio Solutions, LLC History Added to 4,246 1,282 0.01% 0.01% 454 +441 11.59% Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 4,234 1,279 0.03% — 455 +4,234 New Q4 2025 Feb 17, 2026
Intergy Private Wealth, LLC History Added to 4,227 1,276 0.38% 0.39% 456 +65 1.56% Q4 2025 Jan 22, 2026
CITY HOLDING CO History No change 4,199 1,268 0.16% 0.16% 457 0 0.0% Q4 2025 Jan 22, 2026
PFG Advisors History Reduced 4,168 1,259 0.06% 0.06% 459 -980 -19.04% Q4 2025 Jan 27, 2026
Opus Capital Group, LLC History Reduced 4,167 1,259 0.14% 0.16% 458 -599 -12.57% Q4 2025 Jan 30, 2026
1834 INVESTMENT ADVISORS CO History Reduced 4,166 1,258 0.16% 0.16% 460 -89 -2.09% Q4 2025 Jan 29, 2026
Checchi Capital Advisers, LLC History Reduced 4,162 1,257 0.06% 0.4% 461 -21,727 -83.92% Q4 2025 Jan 27, 2026
Trust Co History Added to 4,159 1,256 0.12% 0.12% 462 +64 1.56% Q4 2025 Jan 15, 2026
Cyndeo Wealth Partners, LLC History Reduced 4,156 1,255 0.07% 0.07% 463 -15 -0.36% Q4 2025 Jan 07, 2026
Integrated Wealth Concepts LLC History Reduced 4,154 1,254 0.01% 0.02% 464 -3,893 -48.38% Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History Reduced 4,119 1,244 0.28% 0.29% 465 -190 -4.41% Q4 2025 Feb 05, 2026
Mayfair Advisory Group, LLC History Added to 4,020 1,234 0.48% 0.51% 466 +16 0.4% Q4 2025 Jan 21, 2026
Truepoint, Inc. History Added to 4,081 1,232 0.03% 0.03% 467 +78 1.95% Q4 2025 Feb 11, 2026
Diversified Trust Co History No change 4,060 1,226 0.02% 0.02% 468 0 0.0% Q4 2025 Jan 09, 2026
St. Louis Trust Co History No change 4,058 1,225 0.14% 0.15% 469 0 0.0% Q4 2025 Feb 09, 2026
Regal Investment Advisors LLC History Reduced 4,040 1,220 0.07% 0.08% 470 -63 -1.54% Q4 2025 Feb 17, 2026
Kure Advisory, LLC History Added to 4,033 1,218 0.68% 0.68% 471 +343 9.3% Q4 2025 Jan 08, 2026
BANK OF HAWAII History Reduced 4,013 1,212 0.06% 0.06% 472 -97 -2.36% Q4 2025 Mar 03, 2026
PKS Advisory Services, LLC History Added to 4,009 1,211 0.28% 0.25% 473 +5 0.12% Q4 2025 Feb 02, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 3,805 1,198 1.17% — 474 +3,805 New Q4 2025 Feb 17, 2026
American Trust History Added to 3,948 1,192 0.1% 0.09% 475 +256 6.93% Q4 2025 Feb 17, 2026
BKM Wealth Management, LLC History Added to 3,940 1,190 0.44% 0.37% 476 +552 16.29% Q4 2025 Jan 29, 2026
Sunburst Financial Group, LLC History Added to 3,908 1,180 0.24% 0.24% 477 +2 0.05% Q4 2025 Jan 21, 2026
WILLNER & HELLER, LLC History Added to 3,890 1,175 0.84% 0.89% 478 +5 0.13% Q4 2025 Jan 12, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,875 1,171 0.05% 0.05% 479 +77 2.03% Q4 2025 Feb 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 3,877 1,171 0.12% 0.13% 480 +17 0.44% Q4 2025 Feb 09, 2026
Legacy Edge Advisors, LLC History New 3,855 1,164 0.13% — 482 +3,855 New Q4 2025 Feb 02, 2026
Mutual Advisors, LLC History Added to 3,855 1,164 0.02% 0.03% 481 +8 0.21% Q4 2025 Feb 02, 2026
MidAtlantic Capital Management, Inc. History No change 3,840 1,160 0.74% 0.78% 483 0 0.0% Q4 2025 Feb 10, 2026
Retirement Planning Group, LLC History Reduced 3,830 1,157 0.04% 0.04% 484 -29 -0.75% Q4 2025 Feb 03, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 3,594 1,153 0.26% 0.22% 485 +742 26.02% Q4 2025 Feb 04, 2026
True North Advisors, LLC History New 3,810 1,151 0.15% — 486 +3,810 New Q4 2025 Jan 22, 2026
Investmark Advisory Group LLC History Added to 3,782 1,142 0.49% 0.49% 487 +8 0.21% Q4 2025 Jan 28, 2026
Prosperity Consulting Group, LLC History Reduced 3,748 1,132 0.05% 0.06% 488 -73 -1.91% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 3,733 1,127 0.04% 0.04% 489 +503 15.57% Q4 2025 Jan 21, 2026
Royal Fund Management, LLC History Added to 3,702 1,124 0.1% 0.13% 490 +78 2.15% Q4 2025 Jan 15, 2026
Washington Trust Advisors, Inc. History Reduced 3,724 1,124 0.09% 0.09% 491 -54 -1.43% Q4 2025 Feb 03, 2026
Strategic Financial Partners, Ltd. History Reduced 3,684 1,113 0.48% 0.51% 492 -85 -2.26% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Added to 3,674 1,110 0.05% 0.04% 493 +2,147 140.6% Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History Reduced 3,656 1,104 0.07% 0.08% 494 -532 -12.7% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Added to 3,633 1,097 0.02% 0.01% 495 +187 5.43% Q4 2025 Feb 02, 2026
Sightline Wealth Advisors, LLC History Added to 3,623 1,094 0.47% 0.19% 496 +2,209 156.22% Q4 2025 Jan 26, 2026
Round Rock Advisors LLC History No change 3,621 1,094 0.16% 0.17% 497 0 0.0% Q4 2025 Jan 27, 2026
Arete Wealth Advisors, LLC History Reduced 3,615 1,092 0.07% 0.07% 498 -81 -2.19% Q4 2025 Feb 13, 2026
Quotient Wealth Partners, LLC History Added to 3,582 1,082 0.03% 0.03% 499 +12 0.34% Q4 2025 Jan 22, 2026
Evergreen Wealth Management, LLC History Reduced 3,559 1,075 0.54% 0.58% 500 -186 -4.97% Q4 2025 Feb 06, 2026
FIRST UNITED BANK & TRUST History Added to 3,535 1,067 0.34% 0.33% 501 +125 3.67% Q4 2025 Jan 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 3,524 1,064 0.02% 0.02% 502 -41 -1.15% Q4 2025 Jan 07, 2026
Carnegie Investment Counsel History Added to 3,514 1,061 0.02% 0.02% 503 +10 0.29% Q4 2025 Jan 23, 2026
WAYSTONE ADVISORS LLC History New 3,472 1,048 0.9% — 504 +3,472 New Q4 2025 Feb 09, 2026
STEVENS CAPITAL PARTNERS History Added to 3,461 1,045 0.27% 0.29% 505 +212 6.53% Q4 2025 Jan 27, 2026
BLB&B Advisors, LLC History Added to 3,430 1,036 0.04% 0.03% 506 +733 27.18% Q4 2025 Jan 26, 2026
Blue Trust, Inc. History Reduced 3,425 1,034 0.01% 0.01% 507 -182 -5.05% Q4 2025 Jan 16, 2026
ERn Financial, LLC History Added to 3,410 1,030 0.19% 0.2% 508 +1 0.03% Q4 2025 Jan 15, 2026
Center For Asset Management LLC History Reduced 3,402 1,027 0.54% 0.56% 509 -128 -3.63% Q4 2025 Jan 21, 2026
WealthCare Investment Partners, LLC History Reduced 3,317 1,018 0.3% 0.32% 510 -27 -0.81% Q4 2025 Jan 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 3,366 1,017 0.01% 0.01% 511 +107 3.28% Q4 2025 Feb 10, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 3,326 1,004 0.46% — 512 +3,326 New Q4 2025 Feb 17, 2026
BSW Wealth Partners History Reduced 3,315 1,001 0.12% 0.12% 513 -32 -0.96% Q4 2025 Jan 23, 2026
Wrenne Financial Planning LLC History Reduced 3,302 997 0.41% 0.42% 514 -30 -0.9% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History Added to 3,296 995 0.01% 0.01% 515 +478 16.96% Q4 2025 Feb 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 3,292 994 0.0% 0.01% 516 -3,865 -54.0% Q4 2025 Jan 30, 2026
Accretive Wealth Partners, LLC History Reduced 3,247 980 0.29% 0.31% 517 -155 -4.56% Q4 2025 Jan 28, 2026
Bay Capital Advisors, LLC History Reduced 3,231 976 0.6% 0.66% 519 -172 -5.05% Q4 2025 Jan 16, 2026
CoreCap Advisors, LLC History Added to 3,231 976 0.03% 0.03% 518 +25 0.78% Q4 2025 Jan 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 3,223 973 0.02% 0.02% 520 +15 0.47% Q4 2025 Feb 06, 2026
Passumpsic Savings Bank History New 3,217 971 0.53% — 521 +3,217 New Q4 2025 Feb 05, 2026
Empower Advisory Group, LLC History Added to 3,176 959 0.0% 0.0% 522 +188 6.29% Q4 2025 Feb 12, 2026
4WEALTH ADVISORS, INC. History Added to 3,147 950 0.81% 0.75% 523 +322 11.4% Q4 2025 Jan 21, 2026
Gryphon Financial Partners LLC History Added to 3,118 941 0.1% 0.11% 524 +7 0.23% Q4 2025 Jan 08, 2026
Duncan Williams Asset Management, LLC History Reduced 3,030 938 0.23% 0.26% 525 -113 -3.6% Q4 2025 Feb 05, 2026
Avidian Wealth Enterprises, LLC History Reduced 3,076 929 0.03% 0.03% 526 -24 -0.77% Q4 2025 Feb 02, 2026
Shoker Investment Counsel, Inc. History Added to 3,056 923 0.27% 0.27% 527 +2 0.07% Q4 2025 Feb 04, 2026
Glassman Wealth Services History No change 3,015 910 0.12% 0.13% 528 0 0.0% Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Reduced 3,003 907 0.03% 0.03% 529 -354 -10.55% Q4 2025 Jan 09, 2026
FIDUCIARY TRUST CO History Reduced 2,997 905 0.01% 0.01% 530 -49 -1.61% Q4 2025 Feb 13, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,986 902 0.1% 0.11% 531 -92 -2.99% Q4 2025 Jan 08, 2026
Key FInancial Inc History Added to 2,980 900 0.16% 0.16% 532 +157 5.56% Q4 2025 Feb 09, 2026
Stonebridge Financial Planning Group, LLC History Added to 2,965 895 0.32% 0.33% 533 +1 0.03% Q4 2025 Feb 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 2,951 891 0.02% 0.02% 534 -14 -0.47% Q4 2025 Feb 05, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 2,949 890 0.26% 0.26% 535 +4 0.14% Q4 2025 Feb 12, 2026
Revisor Wealth Management LLC History Reduced 2,701 881 0.24% 0.53% 536 -2,361 -46.64% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Added to 2,710 880 0.03% 0.03% 537 +48 1.8% Q4 2025 Jan 23, 2026
GEN Financial Management, INC. History Added to 2,909 878 0.55% 0.75% 538 +1 0.03% Q4 2025 Jan 15, 2026
Koshinski Asset Management, Inc. History No change 2,884 871 0.06% 0.06% 539 0 0.0% Q4 2025 Feb 03, 2026
Balefire, LLC History Reduced 2,877 869 0.17% 0.18% 540 -181 -5.92% Q4 2025 Jan 12, 2026
Carl P. Sherr & Co., LLC History No change 2,770 866 0.39% 0.39% 541 0 0.0% Q4 2025 Feb 09, 2026
Elm3 Financial Group, LLC History New 2,861 864 0.72% — 542 +2,861 New Q4 2025 Jan 22, 2026
PRINCIPAL SECURITIES, INC. History Added to 2,858 863 0.01% 0.01% 543 +193 7.24% Q4 2025 Feb 12, 2026
Financial Alternatives, Inc History No change 2,843 858 0.5% 0.51% 544 0 0.0% Q4 2025 Feb 04, 2026
BIP Wealth, LLC History Reduced 2,832 855 0.03% 0.04% 545 -226 -7.39% Q4 2025 Jan 21, 2026
IFG Advisors, LLC History Added to 2,817 851 0.14% 0.14% 546 +1 0.04% Q4 2025 Jan 13, 2026
Ballentine Partners, LLC History Added to 2,784 841 0.01% 0.01% 547 +75 2.77% Q4 2025 Feb 03, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 2,765 835 0.09% 0.1% 548 -60 -2.12% Q4 2025 Jan 22, 2026
McClarren Financial Advisors, Inc. History Added to 3,539 830 0.5% 0.53% 549 +568 19.12% Q4 2025 Jan 13, 2026
Coordinated Financial Services, Inc. History Reduced 2,742 828 0.48% 0.52% 550 -9 -0.33% Q4 2025 Feb 09, 2026
Net Worth Advisory Group History Added to 2,738 827 0.17% 0.08% 551 +1,810 195.04% Q4 2025 Jan 14, 2026
Wisconsin Wealth Advisors, LLC History Reduced 2,729 824 0.81% 0.78% 552 -11 -0.4% Q4 2025 Jan 07, 2026
Compass Financial Group, INC/SD History Reduced 2,717 820 0.12% 0.12% 553 -24 -0.88% Q4 2025 Jan 27, 2026
FIRST TRUST ADVISORS LP History Reduced 2,710 818 0.0% 0.0% 554 -45 -1.63% Q4 2025 Feb 13, 2026
Cassaday & Co Wealth Management LLC History No change 2,708 818 0.02% 0.02% 555 0 0.0% Q4 2025 Feb 03, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Reduced 2,703 816 0.4% 0.61% 556 -1,548 -36.41% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History Added to 2,702 816 0.14% 0.25% 557 +32 1.2% Q4 2025 Jan 26, 2026
Nalls Sherbakoff Group, LLC History Reduced 2,700 815 0.59% 0.65% 558 -542 -16.72% Q4 2025 Mar 12, 2026
Eagle Strategies LLC History Added to 2,693 813 0.1% 0.07% 559 +834 44.86% Q4 2025 Jan 23, 2026
Keystone Financial Services, LLC History Added to 2,659 803 0.55% 0.55% 560 +19 0.72% Q4 2025 Jan 27, 2026
Asset Dedication, LLC History No change 2,657 802 0.05% 0.05% 561 0 0.0% Q4 2025 Jan 26, 2026
AMG National Trust Bank History No change 2,640 797 0.02% 0.02% 562 0 0.0% Q4 2025 Jan 30, 2026
Glenview Trust Co History Reduced 2,628 793 0.01% 0.01% 563 -125 -4.54% Q4 2025 Feb 09, 2026
DAHRING {-} CUSMANO LLC History Added to 2,608 787 0.55% 0.51% 564 +222 9.3% Q4 2025 Feb 05, 2026
FIDUCIENT ADVISORS LLC History Added to 2,601 785 0.1% 0.08% 565 +286 12.35% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Added to 2,592 783 0.02% 0.01% 566 +839 47.86% Q4 2025 Jan 29, 2026
NORDEN GROUP LLC History Added to 2,589 782 0.08% 0.07% 567 +135 5.5% Q4 2025 Jan 13, 2026
Goepper Burkhardt LLC History Reduced 2,586 781 0.25% 0.34% 568 -751 -22.51% Q4 2025 Feb 09, 2026
WealthShield Partners, LLC History Reduced 2,562 774 0.09% 0.1% 569 -350 -12.02% Q4 2025 Feb 03, 2026
Heartwood Wealth Advisors LLC History No change 2,560 773 0.07% 0.07% 570 0 0.0% Q4 2025 Jan 12, 2026
STEPH & CO History Reduced 2,551 770 0.22% 0.24% 571 -86 -3.26% Q4 2025 Jan 23, 2026
Freestone Capital Holdings, LLC History Reduced 2,546 769 0.02% 0.03% 572 -430 -14.45% Q4 2025 Jan 23, 2026
Fingerlakes Wealth Management, Inc. History Added to 2,516 760 0.48% 0.46% 573 +148 6.25% Q4 2025 Feb 05, 2026
COZAD ASSET MANAGEMENT INC History Added to 2,513 759 0.06% 0.06% 574 +3 0.12% Q4 2025 Feb 13, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 2,488 751 0.4% 0.42% 575 +3 0.12% Q4 2025 Jan 29, 2026
Gilliland Jeter Wealth Management LLC History Added to 2,488 751 0.23% 0.23% 576 +3 0.12% Q4 2025 Jan 23, 2026
Anchor Investment Management, LLC History Added to 2,485 750 0.06% 0.06% 577 +168 7.25% Q4 2025 Feb 26, 2026
Arkadios Wealth Advisors History Added to 2,479 749 0.01% 0.01% 579 +682 37.95% Q4 2025 Feb 13, 2026
Busey Bank History Reduced 2,480 749 0.02% 0.02% 578 -272 -9.88% Q4 2025 Jan 27, 2026
DIVERSIFIED MANAGEMENT INC History New 2,459 742 0.17% — 580 +2,459 New Q4 2025 Jan 26, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 2,446 738 0.06% 0.06% 581 +1,111 83.22% Q4 2025 Feb 11, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 2,435 735 0.13% 0.12% 582 +217 9.78% Q4 2025 Jan 16, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,435 735 0.0% 0.0% 583 +189 8.41% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 2,427 733 0.02% 0.02% 584 +1 0.04% Q4 2025 Jan 27, 2026
Goodwin Investment Advisory History Reduced 2,424 732 0.8% 0.85% 585 -256 -9.55% Q4 2025 Feb 09, 2026
Magnus Financial Group LLC History Added to 2,419 730 0.06% 0.06% 586 +9 0.37% Q4 2025 Jan 07, 2026
AVISO WEALTH MANAGEMENT History Added to 2,407 727 0.31% 0.3% 587 +72 3.08% Q4 2025 Feb 13, 2026
Belvedere Trading LLC History Added to 2,400 725 0.0% 0.0% 588 +900 60.0% Q4 2025 Feb 10, 2026
Clarity Capital Advisors, LLC History Added to 2,400 725 0.36% 0.33% 589 +368 18.11% Q4 2025 Feb 11, 2026
Nvest Wealth Strategies, Inc. History New 2,398 724 0.53% — 591 +2,398 New Q4 2025 Jan 28, 2026
O'ROURKE & COMPANY, Inc History Added to 2,397 724 0.28% 0.3% 590 +3 0.13% Q4 2025 Jan 28, 2026
McNamara Financial Services, Inc. History Reduced 2,376 717 0.14% 0.14% 592 -119 -4.77% Q4 2025 Jan 21, 2026
William Mack & Associates, Inc. History Reduced 2,369 715 0.34% 0.4% 593 -105 -4.24% Q4 2025 Feb 09, 2026
Atlas Legacy Advisors, LLC History Added to 2,363 713 0.12% 0.12% 594 +247 11.67% Q4 2025 Jan 29, 2026
Perennial Investment Advisors, LLC History Reduced 2,353 711 0.06% 0.07% 596 -506 -17.7% Q4 2025 Feb 17, 2026
WORLD EQUITY GROUP, INC. History Added to 2,354 711 0.2% 0.15% 595 +118 5.28% Q4 2025 Jan 12, 2026
KEYVANTAGE WEALTH, LLC History Reduced 2,344 708 0.3% 0.32% 597 -235 -9.11% Q4 2025 Feb 10, 2026
55 North Private Wealth, LLC History New 2,338 706 0.19% — 598 +2,338 New Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Reduced 2,322 701 0.04% 0.04% 599 -94 -3.89% Q4 2025 Jan 20, 2026
Procyon Advisors, LLC History Added to 2,313 698 0.03% 0.04% 600 +46 2.03% Q4 2025 Jan 07, 2026
Houlihan Financial Resource Group, Ltd. History Added to 2,277 697 0.27% 0.26% 601 +1,292 131.17% Q4 2025 Feb 10, 2026
Fusion Capital, LLC History Added to 2,308 697 0.2% 0.19% 602 +116 5.29% Q4 2025 Feb 04, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 2,287 690 0.01% 0.01% 603 -123 -5.1% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Reduced 2,280 688 0.02% 0.02% 604 -94 -3.96% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 2,276 687 0.05% 0.04% 606 +436 23.7% Q4 2025 Jan 21, 2026
GWN SECURITIES INC. History Added to 2,276 687 0.14% 0.14% 605 +293 14.78% Q4 2025 Feb 11, 2026
Arrow Investment Advisors, LLC History New 2,257 681 0.76% — 607 +2,257 New Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History No change 2,257 681 0.24% 0.24% 608 0 0.0% Q4 2025 Jan 22, 2026
TSFG, LLC History Added to 2,249 679 0.1% 0.11% 609 +1 0.04% Q4 2025 Feb 04, 2026
Choate Investment Advisors History No change 2,224 671 0.01% 0.01% 610 0 0.0% Q4 2025 Feb 09, 2026
Orin Green Financial, LLC History No change 2,224 671 0.27% 0.26% 611 0 0.0% Q4 2025 Feb 06, 2026
Integrated Capital Management, LLC History Reduced 2,213 668 0.29% 0.31% 612 -34 -1.51% Q4 2025 Jan 26, 2026
John A. Wolfe & Associates, Inc. History New 2,197 664 0.36% — 614 +2,197 New Q4 2025 Mar 16, 2026
Wheelhouse Advisory Group LLC History Added to 2,176 664 0.25% 0.24% 613 +313 16.8% Q4 2025 Jan 29, 2026
Northwest Bancshares, Inc. History Reduced 2,190 661 0.13% 0.12% 615 -156 -6.65% Q4 2025 Feb 13, 2026
Maridea Wealth Management LLC History Added to 2,180 658 0.1% 0.1% 616 +80 3.81% Q4 2025 Jan 08, 2026
Bell Bank History No change 2,169 655 0.03% 0.03% 617 0 0.0% Q4 2025 Jan 14, 2026
Savvy Advisors, Inc. History Added to 2,165 654 0.02% 0.02% 618 +895 70.47% Q4 2025 Jan 20, 2026
Investor's Fiduciary Advisor Network, LLC History New 2,158 651 0.14% — 619 +2,158 New Q4 2025 Feb 12, 2026
Cassady Wealth & Retirement Planning, LLC History New 2,146 648 0.42% — 621 +2,146 New Q4 2025 Apr 02, 2026
Richmond Investment Services, LLC History Reduced 2,148 648 0.11% 0.15% 620 -550 -20.39% Q4 2025 Feb 12, 2026
CCG WEALTH MANAGEMENT, LLC History No change 2,142 647 0.28% 0.3% 622 0 0.0% Q4 2025 Jan 21, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,137 645 0.01% 0.01% 623 +109 5.37% Q4 2025 Feb 02, 2026
Main Street Financial Solutions, LLC History Reduced 2,119 640 0.05% 0.07% 624 -1,399 -39.77% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Reduced 2,113 638 0.03% 0.03% 625 -15 -0.7% Q4 2025 Feb 13, 2026
Everstar Asset Management, LLC History No change 2,113 638 0.34% 0.36% 626 0 0.0% Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,102 635 0.0% — 627 +2,102 New Q4 2025 Feb 13, 2026
WoodTrust Financial Corp History Added to 2,102 635 0.07% 0.07% 628 +157 8.07% Q4 2025 Jan 30, 2026
Vise Technologies, Inc. History New 2,097 633 0.01% — 629 +2,097 New Q4 2025 Feb 11, 2026
Northwest Wealth Advisors, LLC History New 2,096 633 0.49% — 630 +2,096 New Q4 2025 Feb 06, 2026
NCP Inc. History Added to 2,093 632 0.51% 0.45% 632 +35 1.7% Q4 2025 Feb 17, 2026
LEE DANNER & BASS INC History Reduced 2,092 632 0.05% 0.05% 631 -1 -0.05% Q4 2025 Jan 29, 2026
Csenge Advisory Group History Added to 2,088 630 0.03% 0.03% 633 +63 3.11% Q4 2025 Feb 06, 2026
Smithfield Trust Co History Reduced 2,086 625 0.03% 0.03% 634 -277 -11.72% Q4 2025 Feb 09, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 2,067 624 0.14% 0.15% 636 -78 -3.64% Q4 2025 Jan 13, 2026
Rinkey Investments History No change 2,066 624 0.16% 0.16% 635 0 0.0% Q4 2025 Feb 04, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,061 622 0.02% 0.02% 637 0 0.0% Q4 2025 Feb 04, 2026
Solutions 4 Wealth, Ltd History Reduced 2,058 621 0.94% 1.1% 638 -318 -13.38% Q4 2025 Feb 09, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 2,034 614 0.3% 0.3% 639 -30 -1.45% Q4 2025 Feb 05, 2026
Monetary Solutions, Ltd History New 2,026 612 0.6% — 642 +2,026 New Q4 2025 Feb 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 2,027 612 0.0% 0.0% 640 +53 2.68% Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 2,027 612 0.14% 0.14% 641 +47 2.37% Q4 2025 Jan 09, 2026
IFG Advisory, LLC History Added to 2,013 608 0.03% 0.03% 643 +154 8.28% Q4 2025 Feb 10, 2026
FSA Advisors, Inc. History New 2,000 604 0.42% — 644 +2,000 New Q4 2025 Feb 02, 2026
Discipline Wealth Solutions, LLC History Reduced 1,989 600 0.11% 0.16% 645 -13 -0.65% Q4 2025 Jan 26, 2026
MidWestOne Financial Group, Inc. History No change 1,972 595 0.07% 0.07% 646 0 0.0% Q4 2025 Feb 12, 2026
Willis Johnson & Associates, Inc. History No change 1,971 595 0.04% 0.04% 647 0 0.0% Q4 2025 Jan 22, 2026
Windward Private Wealth Management Inc. History Reduced 1,960 592 0.21% 0.24% 648 -407 -17.19% Q4 2025 Feb 02, 2026
Taylor Financial Group, Inc. History No change 1,950 589 0.35% 0.33% 649 0 0.0% Q4 2025 Feb 06, 2026
Oldfather Financial Services, LLC History Reduced 1,937 585 0.17% 0.19% 650 -75 -3.73% Q4 2025 Jan 16, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 1,935 584 0.18% 0.25% 651 -46 -2.32% Q4 2025 Jan 08, 2026
Coppell Advisory Solutions LLC History Added to 1,909 582 0.06% 0.04% 652 +584 44.08% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 1,920 580 0.02% 0.02% 653 -239 -11.07% Q4 2025 Jan 12, 2026
Callan Family Office, LLC History New 1,914 578 0.01% — 655 +1,914 New Q4 2025 Feb 12, 2026
Tennessee Valley Asset Management Partners History Reduced 1,914 578 0.07% 0.08% 654 -9 -0.47% Q4 2025 Feb 05, 2026
Brady Martz Wealth Solutions, LLC History Reduced 1,908 576 0.1% 0.1% 656 -3 -0.16% Q4 2025 Jan 15, 2026
Trilogy Capital Inc. History Added to 1,895 572 0.03% 0.02% 657 +607 47.13% Q4 2025 Jan 22, 2026
Resolute Advisors LLC History Added to 1,896 572 0.19% 0.14% 658 +5 0.26% Q4 2025 Feb 11, 2026
Legacy Capital Wealth Partners, LLC History Added to 1,888 570 0.12% 0.12% 660 +21 1.12% Q4 2025 Jan 16, 2026
ProVise Management Group, LLC History No change 1,887 570 0.04% 0.04% 659 0 0.0% Q4 2025 Jan 29, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 1,820 567 0.3% 0.88% 661 -3,736 -67.24% Q4 2025 Jan 06, 2026
InvesTrust History Added to 1,879 567 0.22% 0.18% 662 +182 10.72% Q4 2025 Jan 14, 2026
Financial Freedom, LLC History Added to 1,875 566 0.28% 0.28% 663 +1 0.05% Q4 2025 Feb 17, 2026
Rockbridge Investment Management, LCC History Reduced 1,858 561 0.05% 0.05% 664 -15 -0.8% Q4 2025 Feb 04, 2026
FIRST MANHATTAN CO. LLC. History No change 1,853 559 0.0% 0.0% 665 0 0.0% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 1,851 559 0.03% 0.03% 666 0 0.0% Q4 2025 Feb 17, 2026
Shepherd Financial Partners LLC History No change 1,841 556 0.05% 0.05% 667 0 0.0% Q4 2025 Feb 10, 2026
SFG Wealth Management, LLC. History No change 1,841 556 0.22% 0.24% 668 0 0.0% Q4 2025 Feb 03, 2026
SBI Securities Co., Ltd. History Reduced 1,838 555 0.01% 0.01% 669 -128 -6.51% Q4 2025 Feb 03, 2026
Indivisible Partners History New 1,830 552 0.06% — 671 +1,830 New Q4 2025 Feb 03, 2026
MGO ONE SEVEN LLC History Added to 1,827 552 0.01% 0.01% 670 +62 3.51% Q4 2025 Feb 03, 2026
K2 Financial Inc. History Added to 1,730 548 0.42% 0.41% 672 +43 2.55% Q4 2025 Jan 22, 2026
RKL Wealth Management LLC History Reduced 1,803 544 0.04% 0.05% 673 -17 -0.93% Q4 2025 Feb 12, 2026
Plancorp, LLC History Reduced 1,796 542 0.02% 0.02% 674 -36 -1.97% Q4 2025 Feb 05, 2026
United Advisor Group, LLC History Added to 1,795 542 0.07% 0.07% 675 +1 0.06% Q4 2025 Jan 26, 2026
NWAM LLC History Added to 1,735 541 0.03% 0.03% 676 +58 3.46% Q4 2025 Feb 04, 2026
McGuire Investment Group, LLC History Reduced 1,792 541 0.06% 0.06% 677 -22 -1.21% Q4 2025 Jan 26, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 1,776 536 0.04% 0.04% 678 +1 0.06% Q4 2025 Feb 09, 2026
Greenspring Advisors, LLC History New 1,755 530 0.03% — 680 +1,755 New Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Added to 1,754 530 0.01% 0.01% 679 +468 36.39% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Reduced 1,748 528 0.09% 0.1% 682 -123 -6.57% Q4 2025 Feb 17, 2026
Key Client Fiduciary Advisors, LLC History Reduced 1,751 528 0.18% 0.17% 681 -6 -0.34% Q4 2025 Jan 28, 2026
Finward Bancorp History Reduced 1,743 526 0.41% 0.41% 683 -58 -3.22% Q4 2025 Jan 21, 2026
Jacobi Capital Management LLC History Added to 1,743 526 0.03% 0.03% 684 +3 0.17% Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 1,741 525 0.03% 0.03% 685 -65 -3.6% Q4 2025 Feb 03, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 1,730 522 0.01% 0.01% 686 -92 -5.05% Q4 2025 Jan 23, 2026
Axis Wealth Partners, LLC History Reduced 1,726 521 0.29% 0.31% 687 -53 -2.98% Q4 2025 Jan 30, 2026
Pure Financial Advisors, LLC History Added to 1,715 518 0.09% 0.01% 688 +9 0.53% Q4 2025 Mar 04, 2026
Petix & Botte Co History Reduced 1,710 516 0.12% 0.12% 689 -82 -4.58% Q4 2025 Feb 05, 2026
SlateStone Wealth, LLC History Added to 1,703 514 0.04% 0.04% 690 +1 0.06% Q4 2025 Feb 11, 2026
Unconventional Investor, LLC History Added to 1,696 512 0.24% 0.25% 691 +3 0.18% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 1,692 511 0.03% 0.02% 693 +778 85.12% Q4 2025 Feb 03, 2026
FIRST FINANCIAL CORP /IN/ History Added to 1,693 511 0.19% 0.19% 692 +99 6.21% Q4 2025 Jan 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 1,684 508 0.03% 0.03% 694 +121 7.74% Q4 2025 Feb 10, 2026
Beacon Financial Advisory LLC History Reduced 1,673 505 0.12% 0.12% 695 -6 -0.36% Q4 2025 Feb 17, 2026
LongView Wealth Management History Added to 1,558 501 0.12% 0.12% 696 +50 3.32% Q4 2025 Jan 13, 2026
CHRISTINE MESSMER PC History New 1,654 499 0.33% — 697 +1,654 New Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 1,649 498 0.02% 0.02% 698 -95 -5.45% Q4 2025 Jan 21, 2026
Fourth Dimension Wealth, LLC History Reduced 1,639 495 0.18% 0.19% 699 -15 -0.91% Q4 2025 Feb 04, 2026
Livet Wealth, LLC History New 1,623 490 0.3% — 700 +1,623 New Q4 2025 Feb 13, 2026
Provident Wealth Management, LLC History No change 1,620 489 0.14% 0.15% 701 0 0.0% Q4 2025 Jan 28, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 1,617 488 0.12% 0.22% 702 -1,211 -42.82% Q4 2025 Feb 27, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Added to 1,600 483 0.3% 0.21% 703 +500 45.45% Q4 2025 Feb 13, 2026
Richard P Slaughter Associates Inc History Reduced 1,599 483 0.1% 0.1% 704 -19 -1.17% Q4 2025 Jan 12, 2026
Apeiron RIA LLC History Reduced 1,595 481 0.1% 0.13% 705 -339 -17.53% Q4 2025 Feb 03, 2026
Ascent Group, LLC History Reduced 1,595 481 0.02% 0.02% 706 -60 -3.63% Q4 2025 Jan 20, 2026
Caldwell Trust Co History Reduced 1,595 481 0.04% 0.04% 707 -23 -1.42% Q4 2025 Jan 30, 2026
Athena Investment Management History Reduced 1,590 480 0.25% 0.3% 708 -325 -16.97% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 1,582 478 0.03% 0.09% 709 -3,380 -68.12% Q4 2025 Jan 20, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 1,580 477 0.29% 0.32% 710 -75 -4.53% Q4 2025 Jan 20, 2026
Invst, LLC History Reduced 1,574 475 0.05% 0.06% 711 -183 -10.42% Q4 2025 Feb 11, 2026
Amplius Wealth Advisors, LLC History No change 1,559 471 0.04% 0.04% 712 0 0.0% Q4 2025 Jan 12, 2026
MWA Asset Management History Reduced 1,547 467 0.26% 0.26% 713 -32 -2.03% Q4 2025 Jan 29, 2026
COURIER CAPITAL LLC History Reduced 1,535 463 0.03% 0.03% 714 -18 -1.16% Q4 2025 Jan 29, 2026
SIGNATUREFD, LLC History Added to 1,531 462 0.01% 0.01% 715 +93 6.47% Q4 2025 Jan 20, 2026
Agate Pass Investment Management, LLC History Added to 1,523 460 0.17% 0.14% 716 +272 21.74% Q4 2025 Jan 08, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,510 456 0.1% 0.1% 717 0 0.0% Q4 2025 Jan 27, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 1,507 455 0.06% 0.05% 718 +109 7.8% Q4 2025 Jan 15, 2026
Asempa Wealth Advisors History New 1,502 453 0.39% — 720 +1,502 New Q4 2025 Jan 08, 2026
Nordwand Advisors, LLC History No change 1,500 453 0.08% 0.07% 719 0 0.0% Q4 2025 Feb 03, 2026
Bravias Capital Group, LLC History Added to 1,499 452 0.27% 0.3% 721 +1 0.07% Q4 2025 Jan 29, 2026
Tactive Advisors, LLC History Added to 1,495 451 0.13% 0.09% 723 +377 33.72% Q4 2025 Jan 09, 2026
Aspen Grove Capital, LLC History No change 1,495 451 0.08% 0.07% 722 0 0.0% Q4 2025 Feb 17, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 1,487 449 0.05% 0.04% 724 +467 45.78% Q4 2025 Jan 26, 2026
Pinnacle Bancorp, Inc. History Reduced 1,488 449 0.13% 0.14% 725 -63 -4.06% Q4 2025 Jan 22, 2026
J. Derek Lewis & Associates Inc. History New 1,478 446 0.1% — 726 +1,478 New Q4 2025 Mar 23, 2026
Strategic Financial Services, Inc. History Added to 1,408 445 0.02% 0.02% 727 +166 13.37% Q4 2025 Feb 09, 2026
Clearwater Capital Advisors, LLC History Reduced 1,467 443 0.04% 0.04% 728 -15 -1.01% Q4 2025 Feb 09, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 1,465 442 0.03% 0.03% 729 -45 -2.98% Q4 2025 Feb 02, 2026
Financial Insights, Inc. History Reduced 1,449 437 0.15% 0.14% 730 -15 -1.02% Q4 2025 Mar 31, 2026
Thayer Partners, LLC / MA History New 1,443 436 0.21% — 733 +1,443 New Q4 2025 Feb 05, 2026
SPINNAKER TRUST History Added to 1,445 436 0.02% 0.02% 731 +528 57.58% Q4 2025 Feb 10, 2026
S.A. Mason LLC History No change 1,444 436 0.17% 0.19% 732 0 0.0% Q4 2025 Jan 29, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 1,433 432 0.04% 0.04% 734 0 0.0% Q4 2025 Feb 03, 2026
Headland Capital, LLC History Reduced 1,429 431 0.12% 0.12% 735 -14 -0.97% Q4 2025 Jan 28, 2026
Alteri Wealth LLC History Added to 1,422 429 0.14% 0.11% 736 +360 33.9% Q4 2025 Feb 11, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 1,411 426 0.12% 0.14% 737 -112 -7.35% Q4 2025 Feb 10, 2026
AIMZ Investment Advisors, LLC History New 1,405 424 0.12% — 738 +1,405 New Q4 2025 Feb 17, 2026
Sensible Money, LLC History No change 1,394 421 0.13% 0.14% 739 0 0.0% Q4 2025 Feb 09, 2026
EWA, LLC History Reduced 1,389 419 0.1% 0.11% 740 -5 -0.36% Q4 2025 Feb 03, 2026
Keebeck Wealth Management History No change 1,386 418 0.05% 0.05% 741 0 0.0% Q4 2025 Feb 17, 2026
SFI Advisors, LLC History Added to 1,382 417 0.27% 0.24% 742 +97 7.55% Q4 2025 Feb 11, 2026
Peterson Wealth Advisors, LLC History Added to 1,379 416 0.06% 0.04% 743 +454 49.08% Q4 2025 Jan 09, 2026
Kaizen Financial Strategies History Added to 1,374 415 0.18% 0.17% 744 +102 8.02% Q4 2025 Jan 21, 2026
NavPoint Financial, Inc. History Added to 1,375 415 0.18% 0.21% 745 +4 0.29% Q4 2025 Jan 20, 2026
Bowman & Co S.C. History Added to 1,373 414 0.17% 0.17% 746 +5 0.37% Q4 2025 Jan 23, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,370 413 0.01% 0.01% 747 +622 83.16% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History New 1,363 411 0.0% — 748 +1,363 New Q4 2025 Mar 20, 2026
CARDIFF PARK ADVISORS, LLC History Added to 1,362 411 0.03% 0.03% 749 +4 0.29% Q4 2025 Feb 17, 2026
Destination Wealth Management History Added to 1,355 409 0.01% 0.01% 750 +617 83.6% Q4 2025 Feb 13, 2026
LGL PARTNERS, LLC History Added to 1,353 408 0.17% 0.17% 751 +3 0.22% Q4 2025 Feb 09, 2026
Narwhal Capital Management History No change 1,350 407 0.03% 0.03% 752 0 0.0% Q4 2025 Jan 30, 2026
Davis Investment Partners, LLC History No change 1,326 407 0.14% 0.13% 753 0 0.0% Q4 2025 Jan 06, 2026
Segment Wealth Management, LLC History No change 1,340 404 0.02% 0.02% 754 0 0.0% Q4 2025 Jan 29, 2026
Garden State Investment Advisory Services LLC History Reduced 1,335 403 0.09% 0.09% 756 -33 -2.41% Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History Reduced 1,336 403 0.01% 0.01% 755 -17 -1.26% Q4 2025 Jan 20, 2026
PLANNING DIRECTIONS INC History Reduced 1,332 402 0.2% 0.21% 757 -18 -1.33% Q4 2025 Jan 21, 2026
Passive Capital Management, LLC. History No change 1,330 401 0.13% 0.13% 758 0 0.0% Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History Reduced 1,323 399 0.01% 0.01% 759 -191 -12.62% Q4 2025 Feb 09, 2026
Principle Wealth Partners LLC History No change 1,321 399 0.02% 0.02% 760 0 0.0% Q4 2025 Feb 06, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 1,318 398 0.04% 0.04% 761 +12 0.92% Q4 2025 Feb 12, 2026
Grove Street Fiduciary, LLC History No change 1,319 398 0.17% 0.19% 762 0 0.0% Q4 2025 Feb 03, 2026
WEST BANCORPORATION INC History Reduced 1,311 396 0.21% 0.22% 763 -17 -1.28% Q4 2025 Jan 29, 2026
Argentarii, LLC History Added to 1,311 396 0.13% 0.15% 764 +16 1.24% Q4 2025 Jan 13, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 1,308 395 0.14% 2.26% 766 -19,569 -93.73% Q4 2025 Jan 21, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 1,228 395 0.03% 0.04% 765 -286 -18.89% Q4 2025 Feb 13, 2026
SOL Capital Management CO History Reduced 1,303 394 0.04% 0.04% 768 -41 -3.05% Q4 2025 Jan 30, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 1,305 394 0.02% 0.02% 767 +20 1.56% Q4 2025 Feb 11, 2026
Clark Asset Management, LLC History Added to 1,301 393 0.04% 0.03% 770 +412 46.34% Q4 2025 Jan 27, 2026
Wealth Preservation Advisors, LLC History Added to 1,302 393 0.2% 0.23% 769 +1 0.08% Q4 2025 Feb 23, 2026
Strive Financial Group ,LLC History New 1,298 392 0.19% — 771 +1,298 New Q4 2025 Feb 18, 2026
Regent Peak Wealth Advisors LLC History Reduced 1,295 391 0.08% 0.08% 773 -30 -2.26% Q4 2025 Jan 08, 2026
Verus Financial Partners, Inc. History No change 1,217 391 0.04% 0.03% 772 0 0.0% Q4 2025 Feb 02, 2026
Salomon & Ludwin, LLC History Added to 1,253 390 0.03% 0.03% 774 +4 0.32% Q4 2025 Jan 28, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 1,287 388 0.12% 0.12% 775 +3 0.23% Q4 2025 Jan 27, 2026
Arsenal Capital Advisors LLC History New 1,277 385 0.27% — 776 +1,277 New Q4 2025 Feb 11, 2026
Wilmington Savings Fund Society, FSB History Reduced 1,269 383 0.01% 0.01% 777 -18 -1.4% Q4 2025 Feb 12, 2026
Fifth Third Wealth Advisors LLC History Added to 1,263 381 0.01% 0.01% 778 +156 14.09% Q4 2025 Jan 15, 2026
SteelPeak Wealth, LLC History Reduced 1,261 380 0.01% 0.02% 780 -760 -37.61% Q4 2025 Jan 20, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 1,261 380 0.01% 0.01% 779 -172 -12.0% Q4 2025 Jan 12, 2026
PFG Investments, LLC History Added to 1,254 378 0.02% 0.02% 781 +67 5.64% Q4 2025 Jan 26, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 1,250 377 0.35% — 782 +1,250 New Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Reduced 1,247 376 0.01% 0.01% 783 -17 -1.34% Q4 2025 Jan 13, 2026
WBH ADVISORY INC History Added to 1,244 375 0.03% 0.02% 784 +200 19.16% Q4 2025 Jan 26, 2026
Gilbert & Cook, Inc. History Reduced 1,242 375 0.05% 0.05% 785 -4 -0.32% Q4 2025 Jan 07, 2026
Thrive Wealth Management, LLC History Reduced 1,236 373 0.05% 0.07% 786 -262 -17.49% Q4 2025 Jan 12, 2026
WealthPlan Investment Management, LLC History Reduced 1,229 371 0.02% 0.02% 787 -13 -1.05% Q4 2025 Feb 05, 2026
Quadrant Private Wealth Management, LLC History No change 1,226 370 0.06% 0.07% 788 0 0.0% Q4 2025 Jan 26, 2026
Brooklyn Investment Group History New 1,202 368 0.02% — 789 +1,202 New Q4 2025 Feb 12, 2026
Essex Financial Services, Inc. History Added to 1,204 363 0.02% 0.02% 790 +100 9.06% Q4 2025 Feb 10, 2026
Evanson Asset Management, LLC History Reduced 1,200 362 0.02% 0.02% 791 -267 -18.2% Q4 2025 Jan 12, 2026
Sound View Wealth Advisors Group, LLC History No change 1,193 360 0.02% 0.02% 792 0 0.0% Q4 2025 Jan 08, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 1,123 358 0.14% 0.16% 793 -79 -6.57% Q4 2025 Feb 12, 2026
Hoxton Planning & Management, LLC History Added to 1,183 357 0.11% 0.07% 795 +495 71.95% Q4 2025 Feb 11, 2026
Professional Financial Advisors, LLC History Reduced 1,183 357 0.07% 0.07% 794 -14 -1.17% Q4 2025 Jan 15, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 1,180 356 0.13% 0.14% 796 -49 -3.99% Q4 2025 Jan 27, 2026
Quantum Portfolio Management LLC History Reduced 1,178 355 0.16% 0.14% 797 -450 -27.64% Q4 2025 Feb 12, 2026
Kohmann Bosshard Financial Services, LLC History Added to 1,175 354 0.03% 0.04% 798 +2 0.17% Q4 2025 Jan 30, 2026
MBL Wealth, LLC History Added to 1,165 351 0.03% 0.03% 799 +52 4.67% Q4 2025 Jan 21, 2026
Continuum Advisory, LLC History Added to 1,164 351 0.04% 0.04% 800 +1 0.09% Q4 2025 Feb 11, 2026