VANGUARD SCOTTSDALE FUNDS - VCIT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 84,849,444 7,106,140 0.52% 0.47% 1 +2,552,216 3.1% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 83,976,379 7,033,021 2.4% 2.45% 2 +3,339,026 4.14% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Reduced 51,306,322 4,296,904 0.27% 0.27% 3 -1,965,045 -3.69% Q4 2025 Feb 11, 2026
Creative Planning History Added to 26,568,303 2,225,095 1.59% 1.7% 4 +129,964 0.49% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 24,048,406 2,014,054 0.12% 0.1% 5 +4,399,400 22.39% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 13,404,757 1,122,649 0.18% — 6 +13,404,757 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 10,895,493 912,497 0.25% 0.25% 7 +604,588 5.87% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 10,886,814 911,769 0.27% 0.25% 8 +514,314 4.96% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 10,181,977 852,740 0.16% 0.15% 9 +570,203 5.93% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 8,285,729 693,929 0.09% 0.1% 10 -1,338,001 -13.9% Q4 2025 Mar 25, 2026
AMERIPRISE FINANCIAL INC History Added to 7,089,086 593,676 0.13% 0.13% 11 +540,294 8.25% Q4 2025 Feb 17, 2026
NEPC LLC History Added to 6,093,365 510,319 10.87% 9.79% 12 +1,670,078 37.76% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Added to 5,958,038 498,985 0.78% 0.61% 13 +1,471,898 32.81% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Added to 5,510,729 461,523 1.03% 1.0% 14 +449,017 8.87% Q4 2025 Jan 30, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,870,777 407,927 0.13% 0.12% 15 +249,904 5.41% Q4 2025 Feb 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,244,757 355,498 0.19% 0.2% 16 +244,977 6.12% Q4 2025 Feb 06, 2026
UBS Group AG History Added to 4,080,035 341,702 0.06% 0.05% 17 +254,248 6.65% Q4 2025 Jan 29, 2026
State of Tennessee, Department of Treasury History Added to 2,914,914 244,707 0.78% 0.76% 18 +189,013 6.93% Q4 2025 Feb 18, 2026
Varma Mutual Pension Insurance Co History New 2,700,000 226,125 1.37% — 19 +2,700,000 New Q4 2025 Feb 02, 2026
Blue Trust, Inc. History Added to 2,596,496 217,456 2.46% 2.05% 20 +424,434 19.54% Q4 2025 Jan 16, 2026
HighTower Advisors, LLC History Added to 2,440,152 204,362 0.22% 0.1% 21 +1,348,722 123.57% Q4 2025 Feb 06, 2026
Focus Partners Wealth History Added to 2,201,696 184,364 0.21% 0.18% 22 +870,561 65.4% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 2,093,581 175,337 0.03% 0.03% 23 +169,398 8.8% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 10,303,448 171,169 0.23% 0.25% 24 +8,390,355 438.58% Q4 2025 Mar 09, 2026
Facet Wealth, Inc. History Added to 1,838,783 154,292 2.73% 2.76% 25 +253,188 15.97% Q4 2025 Jan 29, 2026
FIRST INTERSTATE BANK History Added to 1,817,545 152,219 8.17% 8.26% 26 +38,498 2.16% Q4 2025 Jan 29, 2026
Constellation Investments, Inc. History Added to 1,746,325 146,254 4.51% 4.37% 27 +633,750 56.96% Q4 2025 Jan 21, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 1,615,840 135,326 19.44% — 28 +1,615,840 New Q4 2025 Jan 21, 2026
BlackRock, Inc. History Reduced 1,594,840 133,567 0.0% 0.0% 29 -103,976 -6.12% Q4 2025 Feb 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 1,542,000 129,142 0.1% 0.11% 30 0 0.0% Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 1,455,853 121,927 0.83% 0.73% 31 +269,343 22.7% Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,370,668 114,793 2.04% 2.23% 32 +47,638 3.6% Q4 2025 Jan 16, 2026
Hilton Capital Management, LLC History Added to 1,306,015 109,378 8.24% 6.19% 33 +396,745 43.63% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,289,599 108,003 0.1% 0.01% 34 +1,208,175 1483.81% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,282,358 107,397 0.12% 0.12% 35 +97,047 8.19% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 1,281,295 107,308 0.25% 0.24% 36 +59,568 4.88% Q4 2025 Feb 11, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 1,263,763 105,840 8.88% 9.09% 37 +18,728 1.5% Q4 2025 Feb 03, 2026
Legacy Edge Advisors, LLC History New 1,241,883 104,007 11.39% — 38 +1,241,883 New Q4 2025 Feb 02, 2026
ASSETMARK, INC History Reduced 1,240,532 103,894 0.21% 0.22% 39 -3,103 -0.25% Q4 2025 Jan 23, 2026
TRUIST FINANCIAL CORP History Added to 1,233,840 103,334 0.14% 0.13% 40 +125,980 11.37% Q4 2025 Feb 02, 2026
American Family Investments, Inc. History New 1,225,000 102,593 3.69% — 41 +1,225,000 New Q4 2025 Feb 04, 2026
Allspring Global Investments Holdings, LLC History Added to 1,095,523 91,750 0.15% 0.03% 42 +894,542 445.09% Q4 2025 Jan 15, 2026
HUNTINGTON NATIONAL BANK History Added to 1,066,362 89,308 0.54% 0.43% 43 +233,564 28.05% Q4 2025 Feb 09, 2026
Robertson Stephens Wealth Management, LLC History Added to 1,055,148 88,368 2.3% 2.5% 44 +69,950 7.1% Q4 2025 Feb 02, 2026
REBALANCE, LLC History Added to 1,047,605 87,736 5.13% 5.12% 45 +38,830 3.85% Q4 2025 Jan 15, 2026
VANGUARD GROUP INC History Added to 1,015,034 85,009 0.0% 0.0% 46 +999,954 6630.99% Q4 2025 Jan 29, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 1,008,300 84,445 0.5% — 47 +1,008,300 New Q4 2025 Feb 17, 2026
Capital Advantage, Inc. History Reduced 1,003,349 84,030 11.34% 12.83% 48 -11,358 -1.12% Q4 2025 Jan 07, 2026
MATHER GROUP, LLC. History Added to 952,152 79,742 0.82% 0.77% 49 +41,898 4.6% Q4 2025 Jan 13, 2026
Davidson Capital Management Inc. History Added to 905,604 75,844 16.42% 15.98% 50 +55,030 6.47% Q4 2025 Jan 28, 2026
Cambridge Investment Research Advisors, Inc. History Added to 893,254 74,810 0.2% 0.19% 51 +74,859 9.15% Q4 2025 Feb 05, 2026
Bridgewater Advisors Inc. History Added to 880,037 73,755 4.78% 4.8% 52 +53,454 6.47% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 869,129 72,799 0.11% 0.11% 53 -24,050 -2.69% Q4 2025 Feb 17, 2026
Busey Bank History Added to 859,667 71,997 1.9% 1.97% 54 +20,338 2.42% Q4 2025 Jan 27, 2026
Strategic Financial Services, Inc. History Added to 853,990 71,624 3.3% 3.46% 55 +35,188 4.3% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 854,876 71,597 0.79% 0.75% 56 +67,186 8.53% Q4 2025 Feb 02, 2026
SHP Wealth Management History New 845,435 70,805 5.51% — 57 +845,435 New Q4 2025 Mar 04, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 815,237 68,276 0.99% 0.92% 58 +85,340 11.69% Q4 2025 Feb 09, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 805,609 67,469 4.28% 4.26% 59 +30,054 3.88% Q4 2025 Jan 23, 2026
AMERICAN CENTURY COMPANIES INC History Added to 804,300 67,360 0.03% 0.03% 60 +46,400 6.12% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 803,480 67,291 0.04% 0.03% 61 +222,795 38.37% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 784,092 65,667 0.09% 0.25% 62 -1,488,147 -65.49% Q4 2025 Feb 12, 2026
Nearwater Capital Markets, Ltd History New 782,100 65,500 1.12% — 63 +782,100 New Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 774,720 64,882 0.23% 0.22% 64 +24,548 3.27% Q4 2025 Jan 30, 2026
1832 Asset Management L.P. History Added to 763,226 63,920 0.05% 0.05% 65 +11,650 1.55% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 733,645 61,442 0.01% 0.0% 66 +409,906 126.62% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 723,612 60,602 0.17% 0.16% 67 +123,794 20.64% Q4 2025 Jan 26, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 718,432 60,168 5.51% 5.51% 68 0 0.0% Q4 2025 Feb 13, 2026
GDS Wealth Management History Added to 717,116 60,058 3.76% 3.56% 69 +76,832 12.0% Q4 2025 Feb 02, 2026
Steele Capital Management, Inc. History Added to 707,275 59,234 2.54% 2.63% 70 +2,253 0.32% Q4 2025 Jan 27, 2026
WestEnd Advisors, LLC History Added to 695,121 58,217 1.36% 1.35% 71 +7,546 1.1% Q4 2025 Jan 27, 2026
Private Advisor Group, LLC History Added to 669,249 56,049 0.26% 0.23% 72 +111,155 19.92% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Reduced 662,433 55,478 0.22% 0.3% 73 -168,032 -20.23% Q4 2025 Feb 12, 2026
RiverFront Investment Group, LLC History Added to 655,062 54,861 0.9% 0.97% 74 +1,083 0.17% Q4 2025 Feb 05, 2026
STIFEL FINANCIAL CORP History Added to 652,715 54,666 0.05% 0.05% 75 +56,010 9.39% Q4 2025 Feb 13, 2026
Dodds Wealth, LLC History Added to 651,573 54,569 13.38% 13.31% 76 +12,710 1.99% Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 642,293 53,792 0.7% 0.7% 77 +16,654 2.66% Q4 2025 Jan 22, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 639,920 53,593 15.11% 14.41% 78 +53,482 9.12% Q4 2025 Jan 23, 2026
CITADEL ADVISORS LLC History Added to 635,682 53,238 0.01% 0.0% 79 +621,982 4540.01% Q4 2025 Feb 17, 2026
Arkos Global Advisors History Added to 629,567 52,726 6.73% 6.04% 80 +65,577 11.63% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 620,853 51,997 0.08% 0.05% 81 +256,976 70.62% Q4 2025 Feb 05, 2026
BANK OF MONTREAL /CAN/ History Added to 620,181 51,940 0.02% 0.02% 82 +54,526 9.64% Q4 2025 Feb 12, 2026
Hanson & Doremus Investment Management History Added to 594,793 49,814 5.99% 5.88% 83 +39,446 7.1% Q4 2025 Jan 20, 2026
&PARTNERS History Added to 587,634 49,218 0.26% 0.31% 84 +15,072 2.63% Q4 2025 Feb 17, 2026
Evergreen Advisors, LLC History New 583,718 48,886 11.92% — 85 +583,718 New Q4 2025 Feb 05, 2026
Advisory Alpha, LLC History Added to 580,994 48,658 1.32% 1.27% 86 +40,013 7.4% Q4 2025 Feb 06, 2026
Arista Wealth Management, LLC History Added to 577,207 48,341 5.94% 5.78% 87 +24,983 4.52% Q4 2025 Feb 09, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 557,300 46,768 0.03% 0.04% 88 -134,500 -19.44% Q4 2025 Feb 03, 2026
Focused Wealth Management, Inc History Added to 547,148 45,823 4.79% 4.44% 89 +51,524 10.4% Q4 2025 Jan 29, 2026
DecisionPoint Financial, LLC History Added to 539,643 45,195 9.94% 10.28% 90 +15,021 2.86% Q4 2025 Jan 29, 2026
HOWE & RUSLING INC History Added to 532,586 44,604 2.95% 2.89% 91 +31,972 6.39% Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History Added to 531,593 44,520 1.23% 0.72% 92 +230,867 76.77% Q4 2025 Jan 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 529,120 44,313 0.07% 0.08% 93 -31,754 -5.66% Q4 2025 Feb 18, 2026
Stonebridge Capital Advisors LLC History Added to 516,671 43,271 3.0% 2.96% 94 +23,073 4.67% Q4 2025 Feb 12, 2026
Bishop & Co Investment Management, LLC History Added to 483,675 40,507 13.42% 13.5% 95 +3,945 0.82% Q4 2025 Jan 21, 2026
Hudock, Inc. History Reduced 483,219 40,469 5.96% 6.18% 96 -833 -0.17% Q4 2025 Feb 12, 2026
Southern Farm Bureau Life Insurance History Added to 480,641 40,258 4.16% 4.75% 97 +1,605 0.34% Q4 2025 Jan 28, 2026
Strategic Wealth Investment Group, LLC History Reduced 473,101 39,622 4.87% 4.41% 98 -149,159 -23.97% Q4 2025 Feb 11, 2026
MilWealth Group LLC History Added to 470,819 39,431 9.39% 9.37% 99 +13,550 2.96% Q4 2025 Feb 02, 2026
Mariner, LLC History Added to 469,622 39,333 0.05% 0.05% 100 +36,058 8.32% Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 468,784 39,260 0.22% 0.01% 101 +445,589 1921.06% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 464,843 38,930 0.01% 0.01% 102 +19,807 4.45% Q4 2025 Feb 17, 2026
Newton One Investments LLC History Added to 451,628 37,823 11.16% 11.2% 103 +1,990 0.44% Q4 2025 Jan 23, 2026
Sanctuary Advisors, LLC History Reduced 449,791 37,669 0.21% 0.33% 104 -257,760 -36.43% Q4 2025 Jan 29, 2026
Rosenberg Matthew Hamilton History Added to 447,133 37,447 7.76% 7.08% 105 +57,958 14.89% Q4 2025 Jan 05, 2026
CWM, LLC History Added to 445,581 37,317 0.1% 0.11% 106 +18,452 4.32% Q4 2025 Jan 26, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 441,834 37,109 10.24% 11.0% 107 +12,845 2.99% Q4 2025 Jan 14, 2026
CWA Asset Management Group, LLC History Added to 434,549 36,393 1.31% 1.27% 108 +27,255 6.69% Q4 2025 Jan 07, 2026
Advisors Capital Management, LLC History Added to 430,933 36,090 0.42% 0.4% 109 +42,417 10.92% Q4 2025 Jan 29, 2026
Allen Investment Management, LLC History Added to 430,914 36,089 0.4% 0.39% 110 +10,751 2.56% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 428,096 35,853 0.13% 0.15% 111 +45,038 11.76% Q4 2025 Feb 18, 2026
American Financial Advisors, LLC History Added to 415,679 34,813 4.49% 4.37% 112 +12,216 3.03% Q4 2025 Feb 03, 2026
CITIGROUP INC History Added to 400,763 33,563 0.01% 0.01% 113 +4,526 1.14% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 399,219 33,513 0.05% 0.04% 114 +50,562 14.5% Q4 2025 Jan 08, 2026
Rakuten Investment Management, Inc. History No change 395,967 33,304 0.11% 0.12% 115 0 0.0% Q4 2025 Feb 17, 2026
FIDUCIENT ADVISORS LLC History Added to 396,309 33,190 4.11% 3.73% 116 +17,208 4.54% Q4 2025 Feb 10, 2026
Marion Wealth Management History Added to 394,360 33,082 7.35% 7.46% 117 +20,218 5.4% Q4 2025 Jan 26, 2026
Waverly Advisors, LLC History Reduced 391,804 32,813 0.27% 0.4% 118 -79,407 -16.85% Q4 2025 Feb 17, 2026
Capital Advisors Wealth Management, LLC History Added to 389,335 32,606 4.44% 4.62% 119 +4,444 1.15% Q4 2025 Jan 21, 2026
Hirtle Callaghan & Co LLC History Added to 389,247 32,599 1.11% 1.08% 120 +22,480 6.13% Q4 2025 Feb 04, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 385,230 32,263 0.08% 0.07% 121 0 0.0% Q4 2025 Jan 30, 2026
Great Lakes Retirement, Inc. History Added to 383,659 32,131 3.34% 3.43% 122 +9,656 2.58% Q4 2025 Feb 12, 2026
Summit Asset Management, LLC History Added to 382,757 32,055 4.54% 2.59% 123 +182,666 91.29% Q4 2025 Feb 09, 2026
JANE STREET GROUP, LLC History New 380,460 31,863 0.0% — 124 +380,460 New Q4 2025 Feb 12, 2026
MERIDIAN MANAGEMENT CO History Added to 378,354 31,687 7.84% 7.72% 125 +35,444 10.34% Q4 2025 Feb 10, 2026
Lebenthal Global Advisors, LLC History Added to 372,551 31,201 4.81% 5.42% 126 +4,327 1.18% Q4 2025 Jan 28, 2026
CBIZ Investment Advisory Services, LLC History Added to 370,814 31,055 1.17% 1.16% 127 +17,868 5.06% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Added to 370,017 30,988 0.03% 0.03% 128 +77,245 26.38% Q4 2025 Feb 17, 2026
WESCAP Management Group, Inc. History Added to 363,059 30,406 6.16% 6.3% 129 +6,608 1.85% Q4 2025 Feb 11, 2026
Apella Capital, LLC History Added to 360,867 30,222 0.6% 0.64% 130 +20,576 6.05% Q4 2025 Jan 21, 2026
BIP Wealth, LLC History Added to 360,796 30,216 1.07% 1.13% 131 +88,963 32.73% Q4 2025 Jan 21, 2026
25 LLC History Added to 355,724 29,791 9.45% 9.26% 132 +32,335 10.0% Q4 2025 Jan 15, 2026
Essex LLC History Reduced 353,751 29,626 5.25% 6.33% 133 -61,580 -14.83% Q4 2025 Jan 20, 2026
Vise Technologies, Inc. History Added to 352,454 29,517 0.58% 1.01% 134 +29,203 9.03% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Added to 350,070 29,318 0.43% 0.41% 135 +32,445 10.21% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 348,640 29,191 0.1% 0.06% 136 +152,206 77.48% Q4 2025 Feb 06, 2026
Penserra Capital Management LLC History Reduced 348,069 29,150 0.35% 0.37% 137 -21,411 -5.79% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 343,394 28,759 0.39% 0.34% 138 +129,165 60.29% Q4 2025 Feb 06, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 337,926 28,301 0.52% 0.62% 139 -15,101 -4.28% Q4 2025 Jan 28, 2026
Foundation Wealth Management, LLC\PA History Added to 336,870 28,212 10.24% 8.11% 140 +87,924 35.32% Q4 2025 Jan 15, 2026
Banco Santander, S.A. History New 335,206 28,073 0.21% — 141 +335,206 New Q4 2025 Feb 13, 2026
Pioneer Wealth Management Group History Added to 334,618 28,024 8.51% 8.61% 142 +17,418 5.49% Q4 2025 Jan 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 331,540 27,766 0.46% 0.46% 143 +8,587 2.66% Q4 2025 Jan 28, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 323,930 27,129 1.31% 1.17% 144 +124,885 62.74% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 323,846 27,122 0.58% 0.57% 145 +20,460 6.74% Q4 2025 Feb 05, 2026
Pacific Capital Wealth Advisors, Inc. History Added to 323,341 27,079 4.64% 4.69% 146 +1,330 0.41% Q4 2025 Jan 26, 2026
Winch Advisory Services, LLC History Added to 318,380 26,664 5.9% 5.85% 147 +9,342 3.02% Q4 2025 Feb 03, 2026
Hassell Wealth Management, LLC History Added to 316,696 26,532 8.87% 9.01% 148 +7,928 2.57% Q4 2025 Jan 26, 2026
Tidal Investments LLC History Reduced 316,171 26,479 0.06% 0.08% 149 -154,079 -32.77% Q4 2025 Feb 13, 2026
Berkeley Capital Partners, LLC History Added to 313,991 26,296 6.19% 6.15% 150 +4,903 1.59% Q4 2025 Feb 05, 2026
Concurrent Investment Advisors, LLC History Added to 313,071 26,219 0.3% 0.42% 151 +21,264 7.29% Q4 2025 Jan 29, 2026
AOZORA BANK, LTD. History Reduced 310,000 25,963 79.7% 93.2% 152 -780,000 -71.56% Q4 2025 Feb 04, 2026
Parallel Advisors, LLC History Added to 291,363 24,811 0.45% 0.42% 153 +19,049 7.0% Q4 2025 Feb 11, 2026
1834 INVESTMENT ADVISORS CO History Reduced 291,325 24,398 3.06% 3.22% 154 -20,436 -6.56% Q4 2025 Jan 29, 2026
Beacon Pointe Advisors, LLC History Added to 284,739 23,846 0.17% 0.16% 155 +62,650 28.21% Q4 2025 Feb 18, 2026
JANUS HENDERSON GROUP PLC History Added to 278,760 23,346 0.01% 0.01% 156 +63,842 29.71% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 277,226 23,217 0.13% 0.13% 157 +5,979 2.2% Q4 2025 Feb 12, 2026
Insight Wealth Partners, LLC History Reduced 275,950 23,110 3.17% 7.15% 158 -3,115 -1.12% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 275,673 23,087 0.3% 0.31% 160 +22,204 8.76% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 275,674 23,087 0.01% 0.01% 159 -804 -0.29% Q4 2025 Feb 13, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 274,319 22,974 0.46% 0.47% 161 +1,319 0.48% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History Reduced 273,012 22,864 0.71% 0.76% 162 -9,010 -3.19% Q4 2025 Jan 06, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 269,149 22,541 3.61% 3.55% 163 +17,494 6.95% Q4 2025 Feb 04, 2026
POWER WEALTH MANAGEMENT LLC History Added to 268,487 22,485 7.92% 7.77% 164 +14,880 5.87% Q4 2025 Feb 17, 2026
RKL Wealth Management LLC History Added to 268,163 22,458 1.84% 1.9% 165 +2,826 1.07% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 267,974 22,442 0.05% 0.04% 166 +78,667 41.56% Q4 2025 Feb 13, 2026
Union Bancaire Privee, UBP SA History Added to 265,213 22,056 0.26% 0.29% 167 +16,395 6.59% Q4 2025 Jan 05, 2026
Rockefeller Capital Management L.P. History Added to 260,276 21,798 0.04% 0.03% 168 +55,085 26.85% Q4 2025 Mar 16, 2026
West Financial Advisors, LLC History Added to 255,295 21,380 3.61% 2.75% 169 +57,500 29.07% Q4 2025 Jan 13, 2026
Ameritas Investment Partners, Inc. History Added to 252,137 21,116 0.64% 0.6% 170 +17,336 7.38% Q4 2025 Feb 11, 2026
SpringVest Wealth Management LLC History Reduced 250,501 20,979 14.62% 17.03% 171 -24,774 -9.0% Q4 2025 Jan 23, 2026
KEYVANTAGE WEALTH, LLC History Added to 249,884 20,927 8.95% 6.98% 172 +52,017 26.29% Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Added to 243,359 20,381 0.45% 0.01% 173 +215,247 765.68% Q4 2025 Feb 20, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 239,239 20,036 7.73% 7.1% 174 +25,195 11.77% Q4 2025 Feb 17, 2026
GoalFusion Wealth Management, LLC History Added to 238,999 20,016 9.26% 8.73% 175 +21,742 10.01% Q4 2025 Jan 06, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 234,723 19,680 0.03% 0.03% 176 +58,876 33.48% Q4 2025 Feb 05, 2026
PARK AVENUE SECURITIES LLC History Added to 234,218 19,616 0.17% 0.15% 177 +689 0.3% Q4 2025 Jan 05, 2026
Crews Bank & Trust History Added to 229,434 19,215 2.75% 2.68% 178 +11,792 5.42% Q4 2025 Jan 21, 2026
Belpointe Asset Management LLC History Added to 228,859 19,166 0.69% 0.59% 179 +45,347 24.71% Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 226,896 19,002 0.01% 0.01% 180 +32,886 16.95% Q4 2025 Feb 10, 2026
Northwest Bancshares, Inc. History Added to 224,943 18,838 3.64% 2.19% 181 +68,515 43.8% Q4 2025 Feb 13, 2026
Members Advisory Group LLC History Added to 223,941 18,755 7.07% 0.08% 182 +221,273 8293.59% Q4 2025 Jan 27, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 223,715 18,736 0.59% 0.6% 183 +4,394 2.0% Q4 2025 Jan 30, 2026
Bragg Financial Advisors, Inc History Added to 222,498 18,634 0.61% 0.59% 184 +9,682 4.55% Q4 2025 Feb 13, 2026
Equita Financial Network, Inc. History Added to 222,472 18,632 5.61% 5.59% 185 +25,819 13.13% Q4 2025 Jan 29, 2026
Alpha Cubed Investments, LLC History Added to 222,225 18,611 0.64% 0.64% 186 +4,405 2.02% Q4 2025 Feb 03, 2026
Luminvest Wealth Management LLC History Added to 221,739 18,570 5.15% 3.53% 187 +92,818 72.0% Q4 2025 Jan 26, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 221,648 18,560 2.94% 3.08% 188 -726 -0.33% Q4 2025 Jan 08, 2026
Cerity Partners LLC History Added to 218,725 18,318 0.03% 0.01% 189 +173,324 381.76% Q4 2025 Feb 11, 2026
OLD MISSION CAPITAL LLC History Added to 216,070 18,095 0.41% 0.27% 190 +53,104 32.59% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Added to 214,816 17,990 0.6% 0.6% 191 +5,951 2.85% Q4 2025 Feb 09, 2026
HRT FINANCIAL LP History New 211,765 17,735 0.06% — 192 +211,765 New Q4 2025 Feb 12, 2026
TAGStone Capital, Inc. History Added to 211,567 17,718 6.6% 6.34% 193 +21,210 11.14% Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Reduced 210,752 17,650 0.2% 0.21% 194 -1,074 -0.51% Q4 2025 Jan 21, 2026
Twin Cities Retirement Group LLC History New 207,213 17,354 16.75% — 195 +207,213 New Q4 2025 Feb 09, 2026
COMERICA BANK History Reduced 204,064 17,090 0.07% 0.07% 196 -11,207 -5.21% Q4 2025 Jan 29, 2026
White Lighthouse Investment Management Inc. History Added to 200,521 16,793 2.34% 2.54% 197 +2,679 1.35% Q4 2025 Feb 09, 2026
Marks Wealth, LLC History New 198,775 16,647 5.57% — 198 +198,775 New Q4 2025 Feb 02, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 196,830 16,484 0.01% 0.01% 199 -23,565 -10.69% Q4 2025 Feb 02, 2026
Financial Futures Ltd Liability Co. History Added to 195,827 16,400 7.6% 7.6% 200 +9,850 5.3% Q4 2025 Jan 23, 2026
Greenspring Advisors, LLC History Added to 194,428 16,283 1.0% 0.29% 201 +175,192 910.75% Q4 2025 Feb 10, 2026
Longview Financial Advisors LLC History Added to 190,355 15,942 8.79% 8.44% 202 +16,290 9.36% Q4 2025 Jan 14, 2026
1 NORTH WEALTH SERVICES LLC History Reduced 190,081 15,919 5.6% 6.63% 203 -2,293 -1.19% Q4 2025 Feb 13, 2026
Vident Advisory, LLC History Added to 189,327 15,856 0.14% 0.11% 204 +49,519 35.42% Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History No change 188,364 15,820 0.02% 0.02% 205 0 0.0% Q4 2025 Feb 13, 2026
Roundview Capital LLC History Added to 187,209 15,678 0.96% 0.93% 206 +12,569 7.2% Q4 2025 Feb 09, 2026
XY Planning Network, Inc. History Added to 186,690 15,635 2.72% 3.37% 207 +67,338 56.42% Q4 2025 Jan 26, 2026
Topsail Wealth Management, LLC History Added to 186,512 15,620 2.29% 2.51% 208 +9,914 5.61% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Added to 184,143 15,421 0.09% 0.09% 209 +7,658 4.34% Q4 2025 Feb 03, 2026
Alliance Wealth Advisors, LLC /UT History Added to 183,044 15,329 3.32% 0.41% 210 +162,054 772.05% Q4 2025 Feb 02, 2026
Coyle Financial Counsel LLC History Added to 181,341 15,187 3.25% 3.36% 211 +8,122 4.69% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 181,177 15,173 0.23% 0.25% 212 +2,679 1.5% Q4 2025 Feb 12, 2026
Legacy Financial Group LLC History New 181,464 15,154 1.87% — 213 +181,464 New Q4 2025 Feb 05, 2026
Quaker Wealth Management, LLC History Added to 179,689 15,048 4.77% 4.85% 214 +2,283 1.29% Q4 2025 Jan 28, 2026
Net Worth Advisory Group History Added to 179,200 15,007 3.03% 2.77% 215 +65,410 57.48% Q4 2025 Jan 14, 2026
Financial Freedom, LLC History Added to 176,702 14,798 7.34% 7.08% 216 +7,772 4.6% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 175,747 14,718 0.03% 0.03% 217 +8,502 5.08% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 175,722 14,716 0.11% 0.09% 218 +32,352 22.57% Q4 2025 Feb 12, 2026
Matrix Trust Co History Added to 174,321 14,599 2.41% 2.27% 219 +1,660 0.96% Q4 2025 Jan 13, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Reduced 173,961 14,569 0.92% 1.04% 220 -2,264 -1.28% Q4 2025 Feb 04, 2026
Towerpoint Wealth, LLC History Added to 173,711 14,548 5.76% 5.97% 221 +190 0.11% Q4 2025 Jan 15, 2026
NewEdge Wealth, LLC History Reduced 172,561 14,451 0.16% 0.22% 222 -8,475 -4.68% Q4 2025 Feb 03, 2026
Cordant, Inc. History Reduced 171,268 14,343 6.01% 6.62% 223 -3,007 -1.73% Q4 2025 Jan 12, 2026
PFG Advisors History Reduced 168,999 14,153 0.69% 0.65% 224 -18,483 -9.86% Q4 2025 Jan 27, 2026
ST GERMAIN D J CO INC History Reduced 164,511 13,777 0.54% 0.56% 225 -2,426 -1.45% Q4 2025 Jan 29, 2026
Powers Advisory Group, LLC History Added to 164,352 13,764 5.18% 5.11% 226 +11,755 7.7% Q4 2025 Jan 22, 2026
Atria Investments, Inc History Added to 163,770 13,715 0.16% 0.15% 227 +4,760 2.99% Q4 2025 Feb 05, 2026
Westview Management dba Westview Investment Advisors History New 162,410 13,601 6.48% — 228 +162,410 New Q4 2025 Jan 09, 2026
Checchi Capital Advisers, LLC History Added to 161,947 13,563 0.69% 0.67% 229 +8,597 5.61% Q4 2025 Jan 27, 2026
Shotwell Rutter Baer Inc History Added to 159,878 13,394 8.04% 8.15% 230 +9,324 6.19% Q4 2025 Jan 12, 2026
FLC Capital Advisors History Added to 157,118 13,158 2.43% 2.39% 231 +10,195 6.94% Q4 2025 Feb 11, 2026
Benchmark Financial, LLC History New 155,735 13,042 13.0% — 232 +155,735 New Q4 2025 Jan 27, 2026
Morton Brown Family Wealth, LLC History Added to 155,174 12,995 3.54% 3.21% 233 +22,065 16.58% Q4 2025 Jan 28, 2026
Peak Financial Management, Inc. History Added to 153,930 12,891 3.32% 3.29% 234 +6,194 4.19% Q4 2025 Jan 23, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 153,818 12,882 8.5% 7.5% 235 +14,590 10.48% Q4 2025 Feb 10, 2026
Systelligence, LLC History Added to 152,452 12,767 2.43% 1.76% 236 +42,017 38.05% Q4 2025 Jan 22, 2026
Kestra Advisory Services, LLC History Added to 150,564 12,609 0.05% 0.05% 237 +12,773 9.27% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History New 150,000 12,562 0.01% — 238 +150,000 New Q4 2025 Feb 17, 2026
Passumpsic Savings Bank History New 149,128 12,489 6.83% — 239 +149,128 New Q4 2025 Feb 05, 2026
Procyon Advisors, LLC History Reduced 147,420 12,346 0.61% 0.76% 240 -5,281 -3.46% Q4 2025 Jan 07, 2026
Cascade Wealth Advisors, Inc History Reduced 145,383 12,199 5.63% 6.97% 241 -23,648 -13.99% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 145,255 12,165 0.01% 0.01% 242 +21,347 17.23% Q4 2025 Feb 17, 2026
Seaside Wealth Management, Inc. History Added to 144,805 12,127 3.46% 3.5% 243 +4,561 3.25% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 144,294 12,085 0.09% — 244 +144,294 New Q4 2025 Feb 18, 2026
Wealth Management Nebraska History Reduced 140,696 11,783 1.35% 1.44% 245 -2,542 -1.77% Q4 2025 Jan 28, 2026
Global Retirement Partners, LLC History Added to 139,455 11,679 0.21% 0.25% 246 +8,397 6.41% Q4 2025 Feb 06, 2026
SHUFRO ROSE & CO LLC History Added to 137,932 11,551 0.78% 0.76% 247 +24,349 21.44% Q4 2025 Feb 09, 2026
Revisor Wealth Management LLC History Added to 136,130 11,406 3.05% 3.69% 248 +8,353 6.54% Q4 2025 Jan 27, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 135,664 11,361 0.29% 0.3% 249 -2,502 -1.81% Q4 2025 Jan 07, 2026
DAVENPORT & Co LLC History Added to 134,246 11,243 0.06% 0.05% 250 +17,838 15.32% Q4 2025 Jan 12, 2026
Napier Financial, LLC History New 133,721 11,199 2.8% — 251 +133,721 New Q4 2025 Feb 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 133,716 11,198 0.83% 0.74% 252 +4,358 3.37% Q4 2025 Jan 23, 2026
BluePrint Investing LLC History New 133,159 11,152 8.88% — 253 +133,159 New Q4 2025 Feb 05, 2026
NATIXIS ADVISORS, LLC History Added to 133,014 11,140 0.02% 0.01% 254 +35,023 35.74% Q4 2025 Feb 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 130,949 10,966 0.24% 0.23% 255 +15,874 13.79% Q4 2025 Jan 27, 2026
NorthCrest Asset Manangement, LLC History Reduced 130,222 10,928 0.24% 0.27% 256 -2,695 -2.03% Q4 2025 Jan 08, 2026
OneDigital Investment Advisors LLC History Added to 129,943 10,882 0.11% 0.11% 257 +3,539 2.8% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Added to 126,338 10,580 0.18% 0.17% 258 +12,423 10.91% Q4 2025 Jan 22, 2026
Curbstone Financial Management Corp History Added to 125,952 10,548 2.02% 1.62% 259 +25,870 25.85% Q4 2025 Jan 23, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 125,037 10,471 0.0% 0.0% 260 +57,659 85.58% Q4 2025 Feb 10, 2026
Hurlow Wealth Management Group, Inc. History Added to 123,288 10,325 2.53% 2.54% 261 +6,608 5.66% Q4 2025 Feb 17, 2026
CMH Wealth Management LLC History Added to 123,036 10,304 2.21% 2.09% 262 +6,195 5.3% Q4 2025 Jan 13, 2026
Cambridge Advisors Inc. History Added to 122,600 10,267 1.95% 1.95% 263 +4,194 3.54% Q4 2025 Jan 21, 2026
AA Financial Advisors, LLC History Added to 121,524 10,177 1.88% 1.97% 264 +2,189 1.83% Q4 2025 Jan 14, 2026
STEPHENS INC /AR/ History Added to 120,781 10,115 0.13% 0.12% 265 +10,799 9.82% Q4 2025 Feb 05, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 120,638 10,103 0.65% 0.87% 266 -36,063 -23.01% Q4 2025 Jan 26, 2026
Family CFO Inc History Added to 119,989 10,049 4.49% 4.53% 267 +2,942 2.51% Q4 2025 Jan 23, 2026
Sagace Wealth Management LLC History Added to 119,665 10,021 6.8% 6.75% 268 +1,584 1.34% Q4 2025 Feb 02, 2026
NYL Investors LLC History Added to 119,582 10,014 3.4% 3.29% 269 +632 0.53% Q4 2025 Feb 11, 2026
STOLZ & ASSOCIATES, PS History New 117,534 9,843 7.59% — 270 +117,534 New Q4 2025 Feb 06, 2026
Winthrop Capital Management, LLC History Reduced 117,458 9,837 2.29% 2.44% 271 -2,327 -1.94% Q4 2025 Feb 10, 2026
OneAscent Financial Services LLC History New 117,012 9,799 0.9% — 272 +117,012 New Q4 2025 Feb 11, 2026
WHITTIER TRUST CO History Reduced 116,731 9,798 0.11% 0.11% 273 -1,633 -1.38% Q4 2025 Jan 26, 2026
JT Stratford LLC History Reduced 115,941 9,710 1.25% 1.98% 274 -60,217 -34.18% Q4 2025 Feb 12, 2026
Heritage Trust Co History Added to 115,425 9,666 0.98% 0.49% 275 +60,937 111.84% Q4 2025 Feb 10, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Added to 115,200 9,648 2.23% 1.73% 276 +24,990 27.7% Q4 2025 Feb 13, 2026
Divergent Planning, LLC History Added to 115,213 9,647 2.46% 2.54% 277 +1,598 1.41% Q4 2025 Jan 12, 2026
FineMark National Bank & Trust History Added to 113,759 9,527 0.3% 0.15% 278 +59,045 107.92% Q4 2025 Feb 12, 2026
Petix & Botte Co History Reduced 113,706 9,522 2.16% 2.52% 279 -16,360 -12.58% Q4 2025 Feb 05, 2026
Gibbs Wealth Management History Reduced 113,485 9,522 2.3% 2.3% 280 -7,597 -6.27% Q4 2025 Jan 23, 2026
FAGAN ASSOCIATES, INC. History Reduced 112,614 9,431 1.26% 1.32% 281 -649 -0.57% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Reduced 111,456 9,334 0.13% 0.15% 282 -34,415 -23.59% Q4 2025 Feb 02, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 110,734 9,273 0.47% 0.48% 283 +510 0.46% Q4 2025 Feb 03, 2026
Envision Financial LLC History Added to 110,433 9,248 4.89% 4.49% 284 +17,246 18.51% Q4 2025 Jan 07, 2026
Capital Analysts, LLC History Added to 107,232 8,981 0.27% 0.24% 285 +9,795 10.05% Q4 2025 Feb 11, 2026
Silver Coast Investments LLC History Added to 107,192 8,977 3.09% 3.0% 286 +3,409 3.28% Q4 2025 Jan 27, 2026
Fortune 45 LLC History Added to 106,703 8,935 4.27% 2.73% 287 +42,849 67.1% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Added to 105,768 8,858 0.0% 0.0% 288 +83,435 373.6% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Added to 104,510 8,752 0.39% 0.37% 289 +560 0.54% Q4 2025 Feb 17, 2026
MANNING & NAPIER ADVISORS LLC History Added to 104,141 8,746 0.11% 0.09% 290 +18,325 21.35% Q4 2025 Feb 03, 2026
Prospera Financial Services Inc History Added to 104,271 8,733 0.14% 0.14% 291 +4,468 4.48% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History Added to 103,436 8,662 0.16% 0.13% 292 +21,686 26.53% Q4 2025 Feb 04, 2026
Global Assets Advisory, LLC History Added to 103,216 8,644 2.47% 2.11% 293 +18,644 22.05% Q4 2025 Feb 09, 2026
Cornerstone Wealth Management, LLC History Added to 102,948 8,621 0.45% 0.46% 294 +3,606 3.63% Q4 2025 Feb 05, 2026
Miller Capital Partners, Inc. History New 102,854 8,614 4.34% — 295 +102,854 New Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 102,731 8,603 0.17% 0.19% 296 -6,483 -5.94% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Added to 101,920 8,535 0.1% 0.07% 297 +3,083 3.12% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 101,761 8,522 0.11% 0.1% 298 +8,490 9.1% Q4 2025 Jan 29, 2026
Prepared Retirement Institute LLC History Added to 100,608 8,425 4.24% 3.96% 299 +10,235 11.33% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Added to 99,268 8,313 0.0% 0.0% 300 +87,132 717.96% Q4 2025 Feb 17, 2026
Finivi Inc. History New 99,012 8,292 4.8% — 302 +99,012 New Q4 2025 Jan 27, 2026
VERUS WEALTH MANAGEMENT, LLC History Added to 99,012 8,292 7.73% 7.38% 301 +5,012 5.33% Q4 2025 Jan 16, 2026
Fortress Financial Solutions, LLC History Added to 98,931 8,285 8.48% 8.52% 304 +5,968 6.42% Q4 2025 Jan 23, 2026
Dynamic Advisor Solutions LLC History Added to 98,933 8,285 0.27% 0.23% 303 +2,897 3.02% Q4 2025 Jan 09, 2026
Oakwell Private Wealth Management, LLC History Added to 98,848 8,278 1.55% 1.53% 305 +8,112 8.94% Q4 2025 Jan 30, 2026
Covington Investment Advisors Inc. History Added to 98,257 8,229 1.12% 1.06% 306 +1,924 2.0% Q4 2025 Feb 17, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 97,927 8,201 1.56% 1.08% 307 +5,684 6.16% Q4 2025 Feb 02, 2026
Sowell Financial Services LLC History Added to 97,691 8,181 0.3% 0.31% 308 +1,376 1.43% Q4 2025 Jan 21, 2026
Financial Engines Advisors L.L.C. History Added to 97,339 8,152 0.02% 0.01% 309 +14,903 18.08% Q4 2025 Feb 12, 2026
BLUELINE ADVISORS LLC History New 97,122 8,133 6.64% — 310 +97,122 New Q4 2025 Feb 10, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 96,342 8,068 2.66% 2.5% 311 +7,771 8.77% Q4 2025 Jan 27, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 96,145 8,052 2.25% 2.31% 312 -1,039 -1.07% Q4 2025 Feb 02, 2026
Galvin, Gaustad & Stein, LLC History Reduced 95,854 8,027 0.63% 0.7% 313 -7,250 -7.03% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 95,479 8,020 0.37% 0.02% 314 +91,442 2265.1% Q4 2025 Feb 03, 2026
RWA WEALTH PARTNERS, LLC History Added to 95,365 7,986 0.09% 0.08% 315 +9,759 11.4% Q4 2025 Feb 12, 2026
HEADINVEST, LLC History Added to 95,115 7,965 1.58% 1.5% 316 +9,060 10.53% Q4 2025 Feb 02, 2026
Meridian Wealth Management, LLC History Added to 94,988 7,955 0.28% 0.27% 317 +10,265 12.12% Q4 2025 Feb 04, 2026
VAN STRUM & TOWNE INC. History Added to 94,595 7,922 2.22% 2.1% 318 +9,488 11.15% Q4 2025 Feb 03, 2026
Partners in Financial Planning History Added to 93,834 7,858 1.33% 1.29% 320 +4,888 5.5% Q4 2025 Feb 02, 2026
Stone Summit Wealth LLC History Reduced 93,831 7,858 2.13% 2.24% 319 -189 -0.2% Q4 2025 Jan 27, 2026
Erickson Financial Group, LLC History Added to 93,454 7,826 4.81% 4.59% 321 +6,582 7.58% Q4 2025 Jan 21, 2026
Farrell Financial LLC History Added to 93,236 7,808 4.6% 4.63% 322 +5,420 6.17% Q4 2025 Jan 12, 2026
Crewe Advisors LLC History Added to 92,980 7,787 0.69% 0.73% 323 +1,567 1.71% Q4 2025 Jan 16, 2026
Pacific Wealth Management History Added to 91,522 7,664 3.56% 3.78% 324 +2,352 2.64% Q4 2025 Feb 12, 2026
SAGE RHINO CAPITAL LLC History Added to 91,377 7,652 1.44% 1.45% 325 +1,947 2.18% Q4 2025 Jan 30, 2026
FIRST AMERICAN TRUST, FSB History Added to 91,277 7,644 0.53% 0.56% 326 +322 0.35% Q4 2025 Feb 11, 2026
GREENWOOD GEARHART INC History Reduced 89,942 7,532 0.41% 0.44% 327 -1,837 -2.0% Q4 2025 Feb 04, 2026
Brindle & Bay Financial Advisors, LLC History New 88,309 7,395 4.92% — 328 +88,309 New Q4 2025 Jan 29, 2026
Graetz Wealth LLC History New 87,838 7,356 6.7% — 329 +87,838 New Q4 2025 Feb 12, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 87,470 7,325 3.15% 3.05% 330 +6,850 8.5% Q4 2025 Jan 12, 2026
Brucke Financial, Inc. History Added to 87,161 7,299 3.99% 4.04% 331 +4,987 6.07% Q4 2025 Jan 12, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 87,087 7,293 0.38% 0.38% 332 -1,912 -2.15% Q4 2025 Jan 27, 2026
COUNTRY TRUST BANK History No change 86,500 7,244 0.13% 0.16% 333 0 0.0% Q4 2025 Jan 21, 2026
Latigo Investments, LLC History No change 86,019 7,204 3.54% 3.65% 334 0 0.0% Q4 2025 Feb 17, 2026
Harfst & Associates, Inc. History New 85,766 7,182 1.29% — 335 +85,766 New Q4 2025 Feb 10, 2026
NBC SECURITIES, INC. History Added to 85,750 7,181 0.54% 0.42% 336 +21,514 33.49% Q4 2025 Jan 29, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 85,717 7,178 1.8% 1.72% 337 -3,246 -3.65% Q4 2025 Feb 06, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 85,539 7,163 0.51% 0.35% 338 +22,688 36.1% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Added to 98,477 7,008 0.17% 0.14% 339 +10,567 12.02% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History New 83,620 7,003 0.12% — 340 +83,620 New Q4 2025 Feb 17, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 81,265 6,805 1.98% 1.96% 341 +3,618 4.66% Q4 2025 Jan 08, 2026
Trivium Point Advisory, LLC History Added to 78,367 6,563 0.66% 0.62% 342 +6,359 8.83% Q4 2025 Jan 26, 2026
Telos Capital Management, Inc. History Added to 78,143 6,544 0.61% 0.62% 343 +1,673 2.19% Q4 2025 Jan 22, 2026
W.H. Cornerstone Investments Inc. History Reduced 77,174 6,463 3.9% 4.14% 344 -3,481 -4.32% Q4 2025 Feb 10, 2026
Crabel Capital Management, LLC History Reduced 75,896 6,356 4.81% 6.86% 345 -15,247 -16.73% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 75,514 6,325 0.08% 0.07% 346 +12,080 19.04% Q4 2025 Feb 10, 2026
Prospect Financial Services LLC History Added to 75,386 6,313 3.63% 3.51% 347 +2,828 3.9% Q4 2025 Feb 06, 2026
Buska Wealth Management, LLC History Reduced 75,102 6,289 2.32% 2.11% 348 -8,615 -10.29% Q4 2025 Jan 22, 2026
Acropolis Investment Management, LLC History Reduced 74,670 6,253 0.28% 0.33% 349 -3,770 -4.81% Q4 2025 Jan 14, 2026
Invesco Ltd. History Reduced 74,643 6,251 0.0% 0.0% 350 -2,211 -2.88% Q4 2025 Feb 19, 2026
First Pacific Financial History Reduced 74,393 6,230 0.81% 0.87% 351 -412 -0.55% Q4 2025 Jan 16, 2026
Verde Capital Management History Reduced 73,972 6,195 1.32% 1.47% 352 -4,956 -6.28% Q4 2025 Feb 06, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 73,133 6,124 1.92% 1.73% 353 +10,289 16.37% Q4 2025 Feb 10, 2026
Ocean Park Asset Management, LLC History No change 72,800 6,097 0.29% 0.25% 354 0 0.0% Q4 2025 Jan 15, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History Added to 70,416 5,903 3.54% 3.48% 355 +490 0.7% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 70,450 5,900 0.02% 0.02% 356 +1,184 1.71% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 70,253 5,883 0.02% 0.02% 357 +2,022 2.96% Q4 2025 Feb 17, 2026
Auour Investments LLC History Added to 70,086 5,869 1.87% 1.75% 358 +6,018 9.39% Q4 2025 Jan 12, 2026
Stelac Advisory Services LLC History Reduced 70,002 5,862 2.07% 2.29% 359 -8,817 -11.19% Q4 2025 Feb 12, 2026
ARVEST INVESTMENTS, INC. History Reduced 69,834 5,848 0.82% 0.93% 360 -7,650 -9.87% Q4 2025 Jan 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 69,558 5,825 0.19% 0.19% 361 +4,718 7.28% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History Added to 69,387 5,811 0.1% 0.12% 362 +674 0.98% Q4 2025 Jan 16, 2026
Yoder Wealth Management, Inc. History Reduced 68,400 5,724 2.61% 2.74% 363 -409 -0.59% Q4 2025 Jan 22, 2026
Altus Wealth Group LLC History Added to 68,127 5,705 2.28% 2.28% 364 +2,024 3.06% Q4 2025 Feb 13, 2026
CGN Advisors LLC History Added to 67,957 5,691 0.45% 0.44% 365 +4,010 6.27% Q4 2025 Jan 05, 2026
IFP Advisors, Inc History Added to 67,926 5,688 0.13% 0.12% 366 +13,925 25.79% Q4 2025 Feb 06, 2026
VIAWEALTH, LLC History Reduced 66,941 5,606 3.15% 3.13% 367 -1,139 -1.67% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 66,063 5,532 0.06% 0.08% 368 +362 0.55% Q4 2025 Jan 23, 2026
Golden Bell Financial Planning LLC History Added to 65,333 5,471 4.55% 4.64% 369 +1,833 2.89% Q4 2025 Feb 03, 2026
Sigma Planning Corp History Added to 64,732 5,466 0.15% 0.15% 370 +2,332 3.74% Q4 2025 Jan 30, 2026
TD Waterhouse Canada Inc. History Added to 64,696 5,418 0.03% 0.0% 371 +59,449 1133.01% Q4 2025 Jan 27, 2026
FMR LLC History Added to 64,644 5,413 0.0% 0.0% 372 +22,892 54.83% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 64,640 5,413 0.04% 0.05% 373 -4,731 -6.82% Q4 2025 Jan 26, 2026
COMMERCE BANK History Added to 64,054 5,364 0.03% 0.03% 374 +4,571 7.68% Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History Added to 63,938 5,354 3.35% 2.13% 375 +27,144 73.77% Q4 2025 Feb 10, 2026
Capasso Planning Partners LLC History Added to 63,707 5,335 2.92% 3.03% 376 +4,935 8.4% Q4 2025 Feb 17, 2026
Glenview Trust Co History Added to 63,380 5,308 0.08% 0.08% 377 +3,937 6.62% Q4 2025 Feb 09, 2026
XML Financial, LLC History Added to 63,307 5,301 0.43% 0.43% 378 +314 0.5% Q4 2025 Feb 11, 2026
Pictet North America Advisors SA History Added to 63,223 5,294 0.5% 0.47% 379 +3,661 6.15% Q4 2025 Jan 16, 2026
Allworth Financial LP History New 62,505 5,234 0.02% — 380 +62,505 New Q4 2025 Feb 05, 2026
ATLas Financial Planning LLC History New 62,073 5,198 5.1% — 381 +62,073 New Q4 2025 Feb 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 61,544 5,154 0.8% 0.89% 382 -4,814 -7.25% Q4 2025 Jan 23, 2026
Monument Capital Management History Reduced 61,456 5,146 1.28% 1.31% 383 -661 -1.06% Q4 2025 Jan 26, 2026
Tide Cove Capital Partners LLC History Added to 61,173 5,130 3.54% 3.88% 384 +1,003 1.67% Q4 2025 Feb 10, 2026
Counterweight Ventures, LLC History Added to 61,155 5,121 2.87% 2.65% 385 +7,179 13.3% Q4 2025 Jan 15, 2026
Y.D. More Investments Ltd History Reduced 60,821 5,093 0.24% 0.4% 386 -23,728 -28.06% Q4 2025 Jan 21, 2026
Stonebridge Financial Planning Group, LLC History Added to 60,469 5,064 1.83% 1.72% 387 +6,031 11.08% Q4 2025 Feb 05, 2026
Rooted Wealth Advisors, Inc. History Added to 59,542 4,972 1.4% 1.37% 388 +5,912 11.02% Q4 2025 Feb 09, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 59,104 4,949 0.24% 0.28% 389 -5,342 -8.29% Q4 2025 Feb 11, 2026
O'ROURKE & COMPANY, Inc History Added to 58,452 4,895 1.9% 1.97% 390 +2,481 4.43% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 58,213 4,875 0.02% — 391 +58,213 New Q4 2025 Feb 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 57,313 4,799 0.14% 0.14% 392 +20 0.03% Q4 2025 Feb 10, 2026
Veridan Wealth LLC History Added to 57,235 4,793 1.61% 1.62% 393 +1,212 2.16% Q4 2025 Feb 13, 2026
Braun-Bostich & Associates Inc. History Added to 56,926 4,767 2.94% 2.96% 394 +1,128 2.02% Q4 2025 Jan 14, 2026
MAI Capital Management History Added to 56,842 4,760 0.03% 0.02% 395 +19,414 51.87% Q4 2025 Feb 13, 2026
MidWestOne Financial Group, Inc. History Added to 56,665 4,745 0.53% 0.54% 396 +3,929 7.45% Q4 2025 Feb 12, 2026
Integrity Investment Advisors, LLC History Added to 56,545 4,735 2.61% 2.04% 397 +19,981 54.65% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Added to 56,172 4,716 0.4% 0.12% 398 +40,071 248.87% Q4 2025 Jan 20, 2026
Rialto Wealth Management, LLC History Reduced 56,281 4,713 1.13% 1.29% 399 -3,178 -5.34% Q4 2025 Jan 12, 2026
Stratos Wealth Partners, LTD. History Reduced 55,936 4,684 0.05% 0.06% 400 -2,649 -4.52% Q4 2025 Jan 20, 2026
Meeder Advisory Services, Inc. History Added to 55,810 4,674 0.2% 0.2% 401 +5,490 10.91% Q4 2025 Feb 11, 2026
MMA ASSET MANAGEMENT LLC History Added to 55,784 4,671 1.67% 1.55% 402 +614 1.11% Q4 2025 Feb 03, 2026
Mutual Advisors, LLC History Added to 55,524 4,650 0.1% 0.1% 403 +1,559 2.89% Q4 2025 Feb 02, 2026
BANK HAPOALIM BM History Reduced 55,182 4,621 0.4% 0.58% 404 -1,190 -2.11% Q4 2025 Feb 17, 2026
Drucker Wealth 3.0, LLC History Added to 55,145 4,618 0.81% 0.77% 405 +3,408 6.59% Q4 2025 Feb 03, 2026
Bay Rivers Group History Added to 54,960 4,602 1.86% 1.94% 406 +215 0.39% Q4 2025 Jan 07, 2026
Daiwa Securities Group Inc. History Added to 54,690 4,580 0.01% 0.02% 407 +1,200 2.24% Q4 2025 Feb 11, 2026
BetterWealth, LLC History Added to 54,599 4,572 1.04% 1.01% 408 +4,345 8.65% Q4 2025 Jan 15, 2026
MGO ONE SEVEN LLC History Added to 54,073 4,528 0.09% 0.09% 409 +5,629 11.62% Q4 2025 Feb 03, 2026
McMill Wealth Management History Added to 53,666 4,494 1.26% 1.28% 410 +83 0.15% Q4 2025 Feb 23, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 53,515 4,492 0.09% 0.1% 411 -3,014 -5.33% Q4 2025 Jan 26, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 53,353 4,468 0.09% 0.07% 412 +9,482 21.61% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 53,210 4,456 0.02% — 413 +53,210 New Q4 2025 Feb 18, 2026
Cypress Wealth Services, LLC History Added to 53,006 4,439 0.61% 0.62% 414 +7,813 17.29% Q4 2025 Jan 14, 2026
SWAN Capital LLC History Reduced 53,005 4,439 1.73% 1.83% 415 -737 -1.37% Q4 2025 Feb 12, 2026
21 West Wealth Management LLC History Added to 52,462 4,393 4.01% 3.39% 416 +10,023 23.62% Q4 2025 Jan 13, 2026
Gladwyn Financial Advisors, Inc. History Added to 52,262 4,376 3.07% 3.05% 417 +1,783 3.53% Q4 2025 Jan 08, 2026
DEUTSCHE BANK AG\ History Reduced 52,237 4,374 0.0% 0.0% 418 -54,892 -51.24% Q4 2025 Feb 11, 2026
Koshinski Asset Management, Inc. History Added to 52,168 4,369 0.28% 0.29% 419 +285 0.55% Q4 2025 Feb 03, 2026
Portside Wealth Group, LLC History Added to 52,026 4,357 0.59% 0.56% 420 +3,320 6.82% Q4 2025 Jan 21, 2026
REGIONS FINANCIAL CORP History New 51,853 4,342 0.03% — 421 +51,853 New Q4 2025 Jan 27, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History Added to 51,157 4,284 2.65% 2.09% 422 +13,812 36.98% Q4 2025 Feb 10, 2026
WEIK CAPITAL MANAGEMENT History Added to 50,974 4,269 1.6% 1.33% 423 +8,472 19.93% Q4 2025 Feb 11, 2026
Composition Wealth, LLC History Reduced 50,960 4,267 0.06% 0.08% 424 -13,746 -21.24% Q4 2025 Feb 02, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 50,749 4,250 0.03% 0.03% 425 +635 1.27% Q4 2025 Feb 17, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 50,648 4,241 0.08% 0.06% 426 +7,162 16.47% Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Added to 50,546 4,233 0.03% 0.02% 427 +11,479 29.38% Q4 2025 Feb 17, 2026
Hofer & Associates. Inc History Added to 49,887 4,178 2.21% 2.27% 428 +2,803 5.95% Q4 2025 Jan 15, 2026
FIRST MANHATTAN CO. LLC. History Reduced 49,755 4,166 0.01% 0.01% 429 -1,230 -2.41% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 49,685 4,161 0.03% 0.02% 430 +14,036 39.37% Q4 2025 Jan 29, 2026
NOVEM GROUP History Added to 49,603 4,154 0.48% 0.45% 431 +4,406 9.75% Q4 2025 Jan 27, 2026
CRA Financial Services, LLC History Added to 49,493 4,145 0.54% 0.54% 432 +2,392 5.08% Q4 2025 Jan 16, 2026
Independent Advisor Alliance History Reduced 49,468 4,142 0.1% 0.13% 433 -7,786 -13.6% Q4 2025 Feb 04, 2026
Curran Financial Partners, LLC History Added to 49,058 4,108 0.78% 0.77% 434 +2,725 5.88% Q4 2025 Jan 22, 2026
Perennial Advisors, LLC History Added to 49,039 4,106 0.69% 0.69% 435 +1,441 3.03% Q4 2025 Jan 12, 2026
Edgestream Partners, L.P. History Reduced 49,024 4,105 0.12% 0.34% 436 -91,018 -64.99% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History Reduced 48,987 4,102 0.14% 0.14% 437 -282 -0.57% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 48,726 4,080 0.07% — 438 +48,726 New Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 48,191 4,035 0.18% 0.16% 439 +5,222 12.15% Q4 2025 Feb 10, 2026
Avant Financial Advisors LLC History Added to 47,812 4,004 2.88% 2.8% 440 +3,673 8.32% Q4 2025 Jan 15, 2026
Aries Wealth Management History Added to 47,414 3,970 0.88% 0.7% 441 +12,279 34.95% Q4 2025 Jan 30, 2026
Ameritas Advisory Services, LLC History Added to 47,283 3,959 0.15% 0.13% 442 +24,334 106.04% Q4 2025 Feb 04, 2026
MBE Wealth Management, LLC History No change 46,782 3,917 1.64% 1.7% 443 0 0.0% Q4 2025 Jan 21, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 46,504 3,894 0.21% 0.17% 444 +11,379 32.4% Q4 2025 Jan 13, 2026
Marietta Wealth Management, LLC History Added to 46,464 3,891 0.45% 0.46% 445 +1,911 4.29% Q4 2025 Jan 28, 2026
Bryn Mawr Trust Advisors, LLC History Added to 46,361 3,882 0.19% 0.17% 446 +5,073 12.29% Q4 2025 Feb 04, 2026
SEI INVESTMENTS CO History New 46,017 3,853 0.0% — 447 +46,017 New Q4 2025 Feb 13, 2026
Bull Street Advisors, LLC History Added to 45,821 3,838 1.78% 1.78% 448 +370 0.81% Q4 2025 Jan 28, 2026
Brookstone Capital Management History Added to 45,737 3,830 0.04% 0.04% 449 +3,776 9.0% Q4 2025 Jan 15, 2026
Gladstone Institutional Advisory LLC History Added to 45,553 3,815 0.14% 0.14% 450 +992 2.23% Q4 2025 Feb 17, 2026
ADVISORY RESEARCH INC History No change 44,466 3,724 0.47% 0.49% 451 0 0.0% Q4 2025 Feb 13, 2026
Williams Financial, LLC History New 44,268 3,707 2.14% — 452 +44,268 New Q4 2025 Feb 02, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 43,048 3,605 0.31% 0.38% 453 +12,149 39.32% Q4 2025 Feb 11, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 42,955 3,597 2.74% 2.72% 454 +2,151 5.27% Q4 2025 Feb 17, 2026
Guardian Wealth Management, Inc. History Added to 42,763 3,581 2.1% 1.68% 455 +8,947 26.46% Q4 2025 Feb 13, 2026
Breakwater Capital Group History Reduced 42,760 3,581 0.5% 0.56% 456 -2,441 -5.4% Q4 2025 Jan 09, 2026
SYKON CAPITAL LLC History Added to 42,711 3,577 1.15% 1.12% 457 +2,666 6.66% Q4 2025 Feb 12, 2026
Coston, McIsaac & Partners History Added to 42,332 3,544 0.82% 0.73% 458 +5,635 15.36% Q4 2025 Feb 03, 2026
Wealthspire Retirement, LLC History Added to 42,113 3,526 0.21% 0.21% 459 +2,182 5.46% Q4 2025 Feb 18, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 41,965 3,514 1.73% 0.37% 460 +33,415 390.82% Q4 2025 Feb 17, 2026
Titan Investment Management LLC History New 41,717 3,493 3.18% — 461 +41,717 New Q4 2025 Feb 24, 2026
Foster Group, Inc. History Added to 41,697 3,492 0.11% 0.11% 462 +968 2.38% Q4 2025 Jan 12, 2026
Trek Financial, LLC History Added to 41,503 3,475 0.2% 0.18% 463 +6,073 17.14% Q4 2025 Feb 04, 2026
OxenFree Capital LLC History Added to 41,381 3,465 1.82% 1.82% 464 +1,945 4.93% Q4 2025 Jan 15, 2026
Compass Financial Group, Inc. (Ohio) History New 41,044 3,437 2.52% — 465 +41,044 New Q4 2025 Mar 04, 2026
HORAN Wealth, LLC History Added to 40,909 3,426 0.53% 0.34% 466 +15,432 60.57% Q4 2025 Feb 04, 2026
Aptus Capital Advisors, LLC History Reduced 40,370 3,380 0.02% 0.03% 468 -1,808 -4.29% Q4 2025 Feb 13, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 40,360 3,380 0.99% 1.04% 469 +752 1.9% Q4 2025 Jan 21, 2026
GERMAN AMERICAN BANCORP, INC. History Added to 40,365 3,380 0.29% 0.3% 467 +3 0.01% Q4 2025 Feb 17, 2026
REDW Wealth LLC History Reduced 40,048 3,353 1.28% 1.36% 470 -2,606 -6.11% Q4 2025 Jan 28, 2026
Rothschild Wealth LLC History Added to 39,939 3,344 0.32% 0.06% 471 +36,693 1130.41% Q4 2025 Feb 17, 2026
ALERUS FINANCIAL NA History Reduced 39,786 3,332 0.16% 0.52% 472 -81,747 -67.26% Q4 2025 Feb 13, 2026
Strategic Financial Partners, Ltd. History Added to 39,593 3,315 1.44% 1.52% 473 +167 0.42% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Added to 38,980 3,265 0.17% 0.18% 474 +183 0.47% Q4 2025 Mar 04, 2026
HARBOUR INVESTMENTS, INC. History Reduced 38,956 3,262 0.07% 0.08% 475 -478 -1.21% Q4 2025 Feb 09, 2026
Cadence Bank History Added to 38,907 3,258 0.19% 0.18% 476 +3,634 10.3% Q4 2025 Jan 30, 2026
TPG Financial Advisors, LLC History Added to 38,833 3,252 1.09% 1.21% 477 +92 0.24% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 38,648 3,236 0.0% — 478 +38,648 New Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Reduced 38,619 3,235 0.1% 0.12% 479 -2,521 -6.13% Q4 2025 Jan 23, 2026
Fortis Capital Management LLC History Added to 38,511 3,225 0.43% 0.45% 480 +644 1.7% Q4 2025 Feb 13, 2026
American Investment Services, Inc. History Added to 38,438 3,219 0.75% 0.7% 481 +3,772 10.88% Q4 2025 Feb 13, 2026
Redhawk Wealth Advisors, Inc. History Added to 38,345 3,211 0.36% 0.2% 482 +17,898 87.53% Q4 2025 Jan 14, 2026
REICON WEALTH ADVISORS, LLC History New 38,154 3,195 2.31% — 483 +38,154 New Q4 2025 Jan 30, 2026
Hexagon Capital Partners LLC History Added to 38,137 3,193 0.59% 0.55% 484 +5,487 16.81% Q4 2025 Feb 06, 2026
Payne Capital LLC History Added to 38,108 3,191 3.25% 2.92% 485 +3,914 11.45% Q4 2025 Jan 20, 2026
Carl P. Sherr & Co., LLC History Added to 37,173 3,120 1.39% 1.48% 486 +35 0.09% Q4 2025 Feb 09, 2026
Tandem Investment Partners LLC History Added to 37,192 3,114 2.63% 2.41% 487 +2,262 6.48% Q4 2025 Jan 21, 2026
Resona Asset Management Co.,Ltd. History Reduced 37,024 3,100 0.01% 0.02% 488 -12,264 -24.88% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 36,930 3,092 0.11% 0.02% 489 +30,694 492.21% Q4 2025 Feb 09, 2026
Rathbones Group PLC History Added to 36,769 3,079 0.01% 0.01% 490 +4,289 13.21% Q4 2025 Feb 06, 2026
EPIQ PARTNERS, LLC History Added to 36,553 3,061 1.43% 0.4% 491 +26,553 265.53% Q4 2025 Jan 07, 2026
Chandler Asset Management, Inc. History No change 36,215 3,033 0.48% 0.5% 492 0 0.0% Q4 2025 Feb 13, 2026
GTS SECURITIES LLC History New 36,206 3,032 0.1% — 493 +36,206 New Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 36,110 3,024 0.05% 0.05% 494 +7,383 25.7% Q4 2025 Feb 19, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 35,810 2,999 0.33% 0.33% 495 +820 2.34% Q4 2025 Jan 20, 2026
Forza Wealth Management, LLC History No change 35,507 2,973 1.08% 1.14% 496 0 0.0% Q4 2025 Feb 02, 2026
Appalachian Capital Management Ltd History New 35,391 2,963 2.37% — 497 +35,391 New Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 35,336 2,959 0.27% 0.25% 498 +4,427 14.32% Q4 2025 Jan 12, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 35,133 2,942 0.89% 0.79% 499 +5,139 17.13% Q4 2025 Jan 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 35,053 2,935 0.32% 0.38% 500 -3,139 -8.22% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 34,833 2,917 0.13% 0.16% 501 -6,066 -14.83% Q4 2025 Feb 02, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 34,640 2,901 0.23% 0.21% 502 +5,523 18.97% Q4 2025 Feb 12, 2026
Cordatus Wealth Management LLC History Added to 34,570 2,895 0.67% 0.58% 503 +5,103 17.32% Q4 2025 Jan 26, 2026
Quartz Partners, LLC History Added to 34,499 2,889 1.07% 0.93% 504 +3,879 12.67% Q4 2025 Feb 13, 2026
Modus Advisors, LLC History Added to 34,469 2,886 0.76% 0.58% 505 +9,193 36.37% Q4 2025 Feb 11, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History Added to 34,422 2,882 1.86% 1.44% 506 +8,367 32.11% Q4 2025 Jan 29, 2026
Thrive Capital Management, LLC History Added to 34,123 2,857 0.64% 0.61% 507 +6,226 22.32% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History Reduced 33,923 2,841 1.02% 1.03% 508 -59 -0.17% Q4 2025 Jan 22, 2026
True Link Financial Advisors, LLC History Added to 33,892 2,838 0.17% 0.15% 509 +5,585 19.73% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Added to 33,468 2,803 0.14% 0.06% 510 +18,385 121.89% Q4 2025 Jan 20, 2026
SGL Investment Advisors, Inc. History Added to 33,291 2,791 1.12% 0.96% 511 +5,618 20.3% Q4 2025 Feb 06, 2026
SIMON QUICK ADVISORS, LLC History Reduced 33,268 2,786 0.12% 0.13% 512 -360 -1.07% Q4 2025 Jan 29, 2026
Signal Advisors Wealth, LLC History Added to 33,235 2,783 0.22% 0.24% 513 +1,417 4.45% Q4 2025 Jan 13, 2026
4WEALTH ADVISORS, INC. History Reduced 33,147 2,776 2.37% 2.49% 514 -31 -0.09% Q4 2025 Jan 21, 2026
Gilbert Capital Group, Inc. History Added to 32,918 2,756 2.07% 1.56% 515 +8,912 37.12% Q4 2025 Jan 23, 2026
Regal Investment Advisors LLC History Reduced 32,358 2,710 0.16% 0.2% 516 -3,385 -9.47% Q4 2025 Feb 17, 2026
Friedenthal Financial History Reduced 32,117 2,689 1.38% 3.46% 517 -47,555 -59.69% Q4 2025 Jan 27, 2026
World Investment Advisors History Added to 32,056 2,684 0.04% 0.04% 518 +7,359 29.8% Q4 2025 Mar 12, 2026
Rossby Financial, LCC History Added to 31,996 2,679 0.83% 0.02% 519 +31,314 4591.5% Q4 2025 Feb 12, 2026
TME FINANCIAL, INC. History Reduced 31,884 2,670 1.88% 2.29% 520 -4,466 -12.29% Q4 2025 Jan 27, 2026
TWO SIGMA SECURITIES, LLC History New 31,873 2,669 0.37% — 521 +31,873 New Q4 2025 Feb 17, 2026
NOTTINGHAM ADVISORS, INC. History New 31,670 2,652 0.37% — 522 +31,670 New Q4 2025 Jan 26, 2026
Carnegie Investment Counsel History Added to 31,487 2,637 0.05% 0.05% 523 +2,132 7.26% Q4 2025 Jan 23, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 31,390 2,628 1.19% 1.26% 524 -307 -0.97% Q4 2025 Jan 26, 2026
Transcendent Capital Group LLC History Added to 31,278 2,619 1.19% 1.16% 525 +576 1.88% Q4 2025 Jan 26, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Added to 31,229 2,615 0.37% 0.3% 527 +6,945 28.6% Q4 2025 Feb 10, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 31,227 2,615 0.01% 0.01% 526 -210 -0.67% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Added to 31,114 2,605 0.47% 0.03% 528 +8,544 37.86% Q4 2025 Mar 04, 2026
Man Group plc History Added to 31,092 2,603 0.0% 0.0% 529 +3,540 12.85% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 30,725 2,573 0.04% 0.04% 531 +1,959 6.81% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 30,726 2,573 0.17% 0.17% 530 +1,063 3.58% Q4 2025 Jan 23, 2026
Yeomans Consulting Group, Inc. History Added to 30,461 2,551 0.75% 0.87% 532 +416 1.38% Q4 2025 Jan 07, 2026
Headlands Technologies LLC History Added to 30,407 2,546 0.21% 0.12% 533 +11,833 63.71% Q4 2025 Feb 13, 2026
Coastal Bridge Advisors, LLC History Added to 30,401 2,546 0.19% 0.18% 534 +1,676 5.83% Q4 2025 Feb 18, 2026
Betterment LLC History Added to 30,356 2,542 0.0% 0.0% 536 +891 3.02% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Added to 30,359 2,542 0.0% 0.0% 535 +233 0.77% Q4 2025 Jan 30, 2026
Cascade Financial Partners, LLC History Reduced 30,321 2,539 0.26% 0.33% 537 -3,651 -10.75% Q4 2025 Feb 06, 2026
Addis & Hill, Inc History Added to 30,072 2,518 1.53% 1.53% 538 +241 0.81% Q4 2025 Jan 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 29,864 2,501 0.18% 0.02% 539 +26,891 904.51% Q4 2025 Feb 12, 2026
Virtue Capital Management, LLC History Added to 29,862 2,500 0.39% 0.63% 540 +10,059 50.8% Q4 2025 Feb 18, 2026
SEVEN MILE ADVISORY History Added to 29,677 2,485 0.43% 0.28% 541 +8,827 42.34% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 29,546 2,474 0.0% — 542 +29,546 New Q4 2025 Feb 13, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 29,346 2,457 1.71% 1.39% 543 +8,027 37.65% Q4 2025 Feb 11, 2026
Greenwich Wealth Management LLC History Reduced 28,997 2,428 0.11% 0.12% 544 -25 -0.09% Q4 2025 Feb 10, 2026
SC&H Financial Advisors, Inc. History Reduced 28,956 2,425 0.38% 0.41% 545 -923 -3.09% Q4 2025 Jan 21, 2026
STALEY CAPITAL ADVISERS INC History Added to 28,950 2,424 0.1% 0.08% 546 +6,000 26.14% Q4 2025 Feb 05, 2026
CVA Family Office, LLC History Added to 28,812 2,413 0.28% 0.28% 547 +2,576 9.82% Q4 2025 Jan 12, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 28,424 2,380 0.37% 0.36% 548 +2,370 9.1% Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Added to 28,241 2,368 0.05% 0.03% 549 +12,842 83.4% Q4 2025 Feb 09, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 28,047 2,348 0.28% 0.24% 550 +4,220 17.71% Q4 2025 Feb 13, 2026
Ironwood Investment Counsel, LLC History Reduced 28,007 2,345 0.33% 0.35% 551 -833 -2.89% Q4 2025 Feb 06, 2026
Life Planning Partners, Inc History Reduced 27,815 2,329 1.78% 1.71% 552 -60 -0.22% Q4 2025 Jan 16, 2026
RMR Capital Management, LLC History Added to 27,750 2,324 1.67% 1.61% 553 +390 1.43% Q4 2025 Feb 12, 2026
London & Capital Asset Management Ltd History New 27,568 2,308 0.02% — 554 +27,568 New Q4 2025 Feb 17, 2026
Compagnie Lombard Odier SCmA History Added to 27,479 2,301 0.03% 0.02% 555 +806 3.02% Q4 2025 Jan 16, 2026
TriaGen Wealth Management LLC History Added to 27,089 2,268 0.59% 0.59% 556 +5 0.02% Q4 2025 Jan 27, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 27,033 2,267 0.32% 0.1% 557 +19,746 270.98% Q4 2025 Feb 11, 2026
Chicago Partners Investment Group LLC History Added to 26,999 2,264 0.06% 0.05% 558 +6,171 29.63% Q4 2025 Jan 28, 2026
RoundAngle Advisors LLC History Added to 26,829 2,246 1.64% 1.65% 559 +1,480 5.84% Q4 2025 Jan 12, 2026
Topel & Distasi Wealth Management, LLC History Added to 26,730 2,238 1.09% 1.07% 560 +858 3.32% Q4 2025 Feb 09, 2026
Rockbridge Investment Management, LCC History Reduced 26,359 2,207 0.21% 0.22% 561 -49 -0.19% Q4 2025 Feb 04, 2026
Inman Jager Wealth Management, LLC History Added to 26,352 2,206 1.35% 1.15% 562 +4,963 23.2% Q4 2025 Jan 26, 2026
Ascent Wealth Partners, LLC History Added to 26,254 2,198 0.25% 0.25% 563 +423 1.64% Q4 2025 Feb 02, 2026
Prosperity Advisers, LLC History New 26,159 2,190 1.81% — 564 +26,159 New Q4 2025 Jan 23, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 25,791 2,159 0.24% 0.24% 565 -431 -1.64% Q4 2025 Jan 29, 2026
Prostatis Group LLC History New 25,713 2,153 0.51% — 566 +25,713 New Q4 2025 Feb 17, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 25,518 2,137 1.0% 0.77% 567 +6,081 31.29% Q4 2025 Jan 26, 2026
Clarity Wealth Development LLC History Added to 25,319 2,120 1.79% 1.76% 568 +2,311 10.04% Q4 2025 Feb 11, 2026
Ramiah Investment Group History Added to 25,276 2,116 2.07% 1.94% 569 +1,922 8.23% Q4 2025 Jan 28, 2026
Ashton Thomas Private Wealth, LLC History Added to 25,041 2,097 0.05% 0.04% 570 +6,491 34.99% Q4 2025 Jan 29, 2026
Diversified Portfolios, Inc. History Reduced 24,815 2,078 0.17% 0.19% 571 -1,015 -3.93% Q4 2025 Feb 09, 2026
Riverbend Wealth Management, LLC History Added to 24,768 2,074 1.29% 1.28% 572 +3,019 13.88% Q4 2025 Jan 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 24,715 2,069 0.04% 0.07% 573 -15,820 -39.03% Q4 2025 Feb 06, 2026
Sincerus Advisory, LLC History Added to 24,561 2,057 1.65% 1.76% 574 +121 0.5% Q4 2025 Jan 08, 2026
VICUS CAPITAL History Added to 24,359 2,040 0.15% 0.15% 575 +875 3.73% Q4 2025 Jan 22, 2026
Squarepoint Ops LLC History Added to 24,192 2,026 0.0% 0.0% 576 +5,879 32.1% Q4 2025 Feb 13, 2026
Cynosure Group, LLC History Added to 24,153 2,022 0.21% 0.14% 577 +9,277 62.36% Q4 2025 Feb 17, 2026
Sandro Wealth Management LLC History New 24,086 2,017 1.67% — 578 +24,086 New Q4 2025 Feb 02, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 24,078 2,016 0.71% 0.7% 579 +943 4.08% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 24,013 2,011 0.05% 0.04% 580 +4,382 22.32% Q4 2025 Feb 13, 2026
North Forty Two & Co. History Reduced 23,967 2,007 1.89% 1.99% 581 -225 -0.93% Q4 2025 Feb 09, 2026
Hobbs Group Advisors, LLC History No change 23,947 2,005 0.61% 0.63% 582 0 0.0% Q4 2025 Jan 28, 2026
Midwest Trust Co History Added to 23,848 1,997 0.02% 0.02% 583 +2,786 13.23% Q4 2025 Feb 04, 2026
BCWM, LLC History Added to 23,748 1,988 0.6% 0.58% 584 +881 3.85% Q4 2025 Feb 11, 2026
Leeward Financial Partners, LLC History Reduced 23,662 1,981 0.56% 0.6% 585 -1,474 -5.86% Q4 2025 Feb 09, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 23,544 1,971 0.23% 0.06% 586 +17,832 312.18% Q4 2025 Feb 17, 2026
Center For Asset Management LLC History Added to 23,279 1,949 1.02% 1.02% 587 +471 2.07% Q4 2025 Jan 21, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 23,178 1,941 0.72% 0.58% 588 +5,078 28.06% Q4 2025 Feb 17, 2026
Disciplined Investments, LLC History Added to 22,762 1,906 0.73% 0.43% 589 +9,760 75.07% Q4 2025 Feb 05, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 22,693 1,900 0.16% 0.17% 590 -3,195 -12.34% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History Reduced 22,534 1,887 0.12% 0.14% 591 -2,340 -9.41% Q4 2025 Jan 23, 2026
Mayflower Financial Advisors, LLC History Reduced 22,407 1,876 0.23% 0.24% 592 -323 -1.42% Q4 2025 Jan 13, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 22,338 1,870 1.1% 1.1% 593 -191 -0.85% Q4 2025 Jan 21, 2026
Wedmont Private Capital History Added to 21,982 1,845 0.06% 0.04% 594 +9,855 81.26% Q4 2025 Jan 08, 2026
Arkadios Wealth Advisors History Added to 21,897 1,833 0.04% 0.04% 595 +2,187 11.1% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 21,805 1,826 0.08% 0.07% 596 +1,876 9.41% Q4 2025 Feb 09, 2026
Cornerstone Financial Management LLC History New 21,727 1,819 1.71% — 597 +21,727 New Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History New 21,689 1,816 0.24% — 598 +21,689 New Q4 2025 Jan 14, 2026
Strategic Investment Advisors / MI History Added to 21,577 1,807 0.16% 0.16% 599 +21,503 29058.11% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Reduced 21,514 1,801 0.08% 0.09% 600 -5 -0.02% Q4 2025 Feb 13, 2026
Archvest Wealth Advisors, Inc. History Added to 21,349 1,787 1.14% 1.45% 601 +1,909 9.82% Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History Added to 21,331 1,786 0.32% 0.26% 602 +5,539 35.07% Q4 2025 Mar 05, 2026
HORIZON FINANCIAL SERVICES, LLC History Added to 21,082 1,765 0.8% 0.77% 603 +1,897 9.89% Q4 2025 Jan 12, 2026
BridgePort Financial Solutions, LLC History Added to 21,027 1,761 0.47% 0.47% 604 +120 0.57% Q4 2025 Jan 16, 2026
Bigelow Investment Advisors, LLC History Added to 20,989 1,757 0.69% 0.69% 605 +513 2.51% Q4 2025 Jan 28, 2026
FIRST FOUNDATION ADVISORS History Reduced 20,829 1,744 0.07% 0.07% 606 -765 -3.54% Q4 2025 Feb 04, 2026
Global Financial Private Client, LLC History Reduced 20,833 1,744 0.61% 0.64% 607 -504 -2.36% Q4 2025 Jan 27, 2026
Cambria Investment Management, L.P. History Added to 20,717 1,735 0.1% 0.1% 609 +544 2.7% Q4 2025 Feb 17, 2026
Bath Savings Trust Co History Added to 20,721 1,735 0.17% 0.17% 608 +190 0.93% Q4 2025 Jan 12, 2026
AGF MANAGEMENT LTD History Added to 20,100 1,683 0.01% 0.01% 610 +560 2.87% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 20,080 1,681 0.08% 0.07% 611 +3,738 22.87% Q4 2025 Jan 26, 2026
Agate Pass Investment Management, LLC History Reduced 19,921 1,668 0.62% 0.64% 612 -97 -0.48% Q4 2025 Jan 08, 2026
Bellecapital International Ltd. History Added to 19,624 1,643 0.29% 0.26% 613 +832 4.43% Q4 2025 Feb 02, 2026
GUIDANCE CAPITAL, INC History Added to 19,575 1,641 0.4% 0.43% 614 +273 1.41% Q4 2025 Jan 23, 2026
Retirement Management Systems Inc. History New 19,548 1,637 0.42% — 615 +19,548 New Q4 2025 Feb 12, 2026
Novak & Powell Financial Services, Inc. History Added to 19,528 1,635 0.85% 0.83% 616 +849 4.55% Q4 2025 Feb 10, 2026
Pekin Hardy Strauss, Inc. History Added to 19,489 1,632 0.15% 0.05% 617 +13,465 223.52% Q4 2025 Jan 30, 2026
M Holdings Securities, Inc. History Added to 19,386 1,624 0.12% 0.33% 618 +723 3.87% Q4 2025 Feb 11, 2026
Cambridge Financial Group, LLC History Reduced 19,252 1,616 0.56% 0.74% 619 -8,230 -29.95% Q4 2025 Jan 09, 2026
Towne Trust Company, N.A History Added to 19,165 1,605 0.5% 0.44% 620 +2,932 18.06% Q4 2025 Jan 26, 2026
Summit Wealth Partners, LLC History Added to 19,099 1,599 0.3% 0.29% 621 +134 0.71% Q4 2025 Jan 27, 2026
Firestone Capital Management History Added to 18,964 1,588 0.34% 0.33% 622 +937 5.2% Q4 2025 Feb 09, 2026
BAM Wealth Management, LLC History Added to 18,666 1,563 1.13% 1.22% 623 +8 0.04% Q4 2025 Jan 20, 2026
AXS Investments LLC History Reduced 18,659 1,562 0.75% 0.69% 624 -128 -0.68% Q4 2025 Feb 10, 2026
Forum Private Client Group LLC History Added to 18,561 1,554 0.53% 0.45% 625 +3,507 23.3% Q4 2025 Feb 06, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 18,560 1,554 0.66% 0.64% 626 +815 4.59% Q4 2025 Jan 22, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 18,544 1,553 0.08% 0.08% 627 -700 -3.64% Q4 2025 Feb 17, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 18,393 1,540 0.12% 0.12% 628 +405 2.25% Q4 2025 Feb 04, 2026
Hilltop Holdings Inc. History Reduced 18,342 1,536 0.09% 0.08% 629 -623 -3.28% Q4 2025 Feb 17, 2026
Apollon Financial, LLC History Added to 18,264 1,529 0.22% 0.2% 631 +3,881 26.98% Q4 2025 Jan 22, 2026
Beaird Harris Wealth Management, LLC History Reduced 18,261 1,529 0.11% 0.11% 630 -452 -2.42% Q4 2025 Feb 23, 2026
Odyssey Capital Advisors, Inc. History New 18,122 1,517 1.35% — 633 +18,122 New Q4 2025 Feb 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 18,116 1,517 0.41% 0.0% 632 +18,071 40157.78% Q4 2025 Feb 09, 2026
ALESCO ADVISORS LLC History Reduced 18,060 1,512 0.04% 0.05% 634 -3,740 -17.16% Q4 2025 Jan 28, 2026
Patten Group, Inc. History Added to 18,055 1,512 0.28% 0.27% 635 +1,696 10.37% Q4 2025 Jan 23, 2026
AE Wealth Management LLC History Added to 17,814 1,491 0.01% 0.01% 636 +1,161 6.97% Q4 2025 Jan 26, 2026
Estate Counselors, LLC History Added to 17,786 1,489 0.12% 0.1% 637 +4,370 32.57% Q4 2025 Feb 02, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 17,599 1,473 0.09% 0.04% 638 +10,243 139.25% Q4 2025 Jan 20, 2026
Murphy & Mullick Capital Management Corp History Reduced 17,583 1,472 1.06% 1.4% 639 -4,827 -21.54% Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History New 17,407 1,457 0.2% — 640 +17,407 New Q4 2025 Feb 11, 2026
Orcam Financial Group History Reduced 16,916 1,416 1.06% 1.64% 641 -7,205 -29.87% Q4 2025 Feb 06, 2026
SevenBridge Financial Group, LLC History Reduced 16,818 1,412 0.23% 0.27% 642 -2,608 -13.43% Q4 2025 Feb 02, 2026
Independence Bank of Kentucky History Reduced 16,800 1,407 0.18% 0.18% 643 -30 -0.18% Q4 2025 Jan 20, 2026
Saranac Partners Ltd History Added to 16,720 1,400 0.55% 0.25% 644 +210 1.27% Q4 2025 Feb 06, 2026
Tyche Wealth Partners LLC History Added to 16,701 1,398 0.22% 0.14% 645 +7,435 80.24% Q4 2025 Jan 23, 2026
Hobart Private Capital, LLC History Added to 16,668 1,395 0.27% 0.27% 646 +1,524 10.06% Q4 2025 Jan 27, 2026
Idaho Trust Co History Added to 16,630 1,392 0.46% 0.44% 647 +940 5.99% Q4 2025 Feb 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 16,620 1,391 0.07% 0.06% 648 +246 1.5% Q4 2025 Jan 21, 2026
PINNACLE ASSOCIATES LTD History Added to 16,606 1,390 0.02% 0.02% 649 +738 4.65% Q4 2025 Feb 05, 2026
Clarity Capital Advisors, LLC History Added to 16,532 1,384 0.69% 0.66% 650 +2,152 14.97% Q4 2025 Feb 11, 2026
IPG Investment Advisors LLC History No change 16,500 1,381 0.24% 0.25% 651 0 0.0% Q4 2025 Feb 09, 2026
Outlook Wealth Advisors, LLC History Added to 16,377 1,371 0.31% 0.31% 652 +1,642 11.14% Q4 2025 Feb 11, 2026
Genesee Capital Advisors, LLC History Added to 16,241 1,360 0.55% 0.58% 653 +277 1.74% Q4 2025 Jan 16, 2026
Cunning Capital Partners, LP History No change 16,200 1,357 0.63% 0.63% 654 0 0.0% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Added to 16,100 1,348 0.02% 0.02% 655 +88 0.55% Q4 2025 Jan 21, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 16,044 1,343 0.39% 0.26% 657 +6,093 61.23% Q4 2025 Feb 13, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 16,038 1,343 0.74% 0.85% 656 -1,390 -7.98% Q4 2025 Jan 12, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Added to 16,028 1,342 0.07% 0.05% 658 +4,835 43.2% Q4 2025 Jan 27, 2026
SMITH, MOORE & CO. History Reduced 16,009 1,340 0.1% 0.1% 659 -264 -1.62% Q4 2025 Jan 23, 2026
Argent Trust Co History Added to 15,970 1,337 0.05% 0.03% 660 +5,121 47.2% Q4 2025 Feb 10, 2026
WESBANCO BANK INC History Added to 15,943 1,335 0.04% 0.03% 661 +3,196 25.07% Q4 2025 Feb 03, 2026
Stokes Family Office, LLC History Added to 15,697 1,314 0.12% 0.11% 662 +1,896 13.74% Q4 2025 Feb 18, 2026
Cornerstone Wealth Group, LLC History Reduced 15,656 1,311 0.09% 0.09% 663 -780 -4.75% Q4 2025 Jan 26, 2026
EverSource Wealth Advisors, LLC History Added to 15,589 1,305 0.05% 0.05% 664 +1,948 14.28% Q4 2025 Feb 06, 2026
North Star Investment Management Corp. History Added to 15,538 1,301 0.08% 0.08% 665 +213 1.39% Q4 2025 Jan 30, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 15,543 1,301 0.04% 0.04% 666 0 0.0% Q4 2025 Jan 13, 2026
Southland Equity Partners LLC History Added to 15,439 1,293 0.26% 0.24% 667 +1,371 9.75% Q4 2025 Jan 14, 2026
Rinkey Investments History Added to 15,430 1,292 0.33% 0.34% 668 +210 1.38% Q4 2025 Feb 04, 2026
Planning Project LLC History New 15,225 1,275 0.32% — 669 +15,225 New Q4 2025 Feb 12, 2026
DEARBORN PARTNERS LLC History Reduced 15,217 1,274 0.06% 0.06% 670 -510 -3.24% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 15,195 1,273 0.06% 0.04% 671 +3,290 27.64% Q4 2025 Feb 12, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 15,051 1,260 0.09% 0.08% 672 +2,898 23.85% Q4 2025 Feb 05, 2026
Independence Asset Advisors, LLC History Reduced 14,954 1,252 0.69% 0.64% 673 -2,938 -16.42% Q4 2025 Feb 02, 2026
Gotham Asset Management, LLC History Added to 14,846 1,243 0.0% 0.01% 674 +482 3.36% Q4 2025 Feb 17, 2026
LeConte Wealth Management, LLC History Reduced 14,784 1,238 0.81% 0.95% 675 -2,054 -12.2% Q4 2025 Jan 15, 2026
WCG Wealth Advisors LLC History New 14,727 1,233 0.03% — 676 +14,727 New Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 14,603 1,228 0.0% 0.0% 677 +372 2.61% Q4 2025 Feb 10, 2026
Grandview Asset Management LLC History Added to 14,631 1,221 0.33% 0.29% 678 +2,424 19.86% Q4 2025 Jan 26, 2026
Moors & Cabot, Inc. History Added to 14,559 1,219 0.05% 0.03% 679 +6,413 78.73% Q4 2025 Feb 10, 2026
Balance Wealth, LLC History Reduced 14,501 1,214 0.39% 0.57% 681 -13,101 -47.46% Q4 2025 Jan 21, 2026
KANE INVESTMENT MANAGEMENT, INC. History Added to 14,507 1,214 0.59% 0.25% 680 +8,294 133.49% Q4 2025 Feb 13, 2026
GEM Asset Management, LLC History Added to 14,248 1,196 0.53% 0.12% 682 +11,288 381.35% Q4 2025 Jan 09, 2026
IAMS WEALTH MANAGEMENT, LLC History New 14,153 1,185 0.43% — 683 +14,153 New Q4 2025 Jan 26, 2026
Wealthspire Advisors, LLC History Added to 14,149 1,184 0.01% 0.0% 684 +12,194 623.73% Q4 2025 Feb 13, 2026
Accretive Wealth Partners, LLC History Added to 14,098 1,180 0.35% 0.3% 685 +2,420 20.72% Q4 2025 Jan 28, 2026
Alteri Wealth LLC History Added to 14,089 1,179 0.38% 0.38% 686 +979 7.47% Q4 2025 Feb 11, 2026
FLOW TRADERS U.S. LLC History Reduced 13,953 1,169 0.04% 0.38% 687 -97,383 -87.47% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Added to 13,785 1,154 0.03% 0.04% 688 +316 2.35% Q4 2025 Feb 10, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 13,701 1,147 0.19% — 689 +13,701 New Q4 2025 Feb 12, 2026
Cassady Wealth & Retirement Planning, LLC History New 13,697 1,147 0.75% — 690 +13,697 New Q4 2025 Apr 02, 2026
Kingsview Wealth Management, LLC History Reduced 13,689 1,146 0.02% 0.02% 691 -651 -4.54% Q4 2025 Feb 09, 2026
GK Wealth Management LLC History Reduced 13,695 1,146 0.76% 0.86% 692 -306 -2.19% Q4 2025 Jan 05, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 13,653 1,143 0.96% 1.03% 693 0 0.0% Q4 2025 Feb 03, 2026
PRIVATE TRUST CO NA History Reduced 13,486 1,129 0.1% 0.1% 694 -280 -2.03% Q4 2025 Jan 26, 2026
Independent Wealth Network Inc. History Reduced 13,447 1,126 0.34% 0.36% 695 -53 -0.39% Q4 2025 Jan 26, 2026
SouthState Bank Corp History Added to 13,375 1,120 0.05% 0.04% 696 +4,249 46.56% Q4 2025 Feb 11, 2026
High Net Worth Advisory Group LLC History Reduced 13,337 1,117 0.26% 0.28% 697 -270 -1.98% Q4 2025 Jan 23, 2026
SONATA CAPITAL GROUP INC History Added to 13,260 1,110 0.4% 0.38% 698 +1,000 8.16% Q4 2025 Jan 26, 2026
Coordinated Financial Services, Inc. History Added to 13,240 1,108 0.64% 0.7% 699 +302 2.33% Q4 2025 Feb 09, 2026
Maia Wealth LLC History Reduced 13,148 1,107 0.19% 0.21% 700 -1,750 -11.75% Q4 2025 Feb 17, 2026
REAP Financial Group, LLC History Reduced 13,192 1,104 0.22% 0.25% 701 -511 -3.73% Q4 2025 Feb 10, 2026
BRIGHTON SECURITIES CORP. History Reduced 13,137 1,100 0.54% 0.59% 702 -260 -1.94% Q4 2025 Mar 06, 2026
Providence First Trust Co History Reduced 13,087 1,096 0.38% 0.56% 703 -6,257 -32.35% Q4 2025 Feb 03, 2026
Ehrenkranz Partners L.P. History Added to 13,075 1,094 1.24% 0.96% 704 +29 0.22% Q4 2025 Feb 17, 2026
WFA of San Diego, LLC History Added to 13,016 1,090 0.8% 0.71% 705 +576 4.63% Q4 2025 Feb 17, 2026
NWAM LLC History Added to 12,821 1,076 0.06% 0.06% 706 +545 4.44% Q4 2025 Feb 04, 2026
CIBC Private Wealth Group LLC History Reduced 12,591 1,054 0.0% 0.0% 707 -441 -3.38% Q4 2025 Feb 12, 2026
Concord Wealth Partners History Reduced 12,555 1,051 0.14% 0.15% 708 -106 -0.84% Q4 2025 Jan 29, 2026
Cedar Point Capital Partners, LLC History Added to 12,534 1,049 0.67% 0.23% 709 +8,375 201.37% Q4 2025 Feb 11, 2026
AlTi Global, Inc. History Added to 12,512 1,047 0.02% 0.01% 711 +7,792 165.08% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 12,474 1,047 0.01% 0.01% 710 +149 1.21% Q4 2025 Jan 23, 2026
Silver Oak Advisory Group, Inc. History Added to 12,412 1,039 0.47% 0.44% 712 +905 7.86% Q4 2025 Feb 03, 2026
Insight Inv LLC History Added to 12,361 1,035 0.58% 0.46% 713 +2,955 31.42% Q4 2025 Feb 06, 2026
Uncommon Cents Investing LLC History Added to 12,310 1,030 0.25% 0.2% 714 +2,598 26.75% Q4 2025 Jan 15, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 12,281 1,028 0.15% 0.15% 715 +980 8.67% Q4 2025 Feb 05, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 12,162 1,017 0.01% 0.01% 716 +2,108 20.97% Q4 2025 Feb 10, 2026
Meridian Financial Advisors, LLC History Added to 12,129 1,015 0.55% 0.56% 717 +224 1.88% Q4 2025 Jan 23, 2026
Engineers Gate Manager LP History New 12,118 1,014 0.01% — 718 +12,118 New Q4 2025 Feb 17, 2026
CENTAURUS FINANCIAL, INC. History Added to 12,023 1,007 0.05% 0.02% 719 +7,430 161.77% Q4 2025 Feb 13, 2026
Van Diest Capital, LLC History New 11,933 999 1.49% — 720 +11,933 New Q4 2025 Feb 19, 2026
Cooper Financial Group History Reduced 11,897 996 0.11% 0.11% 721 -344 -2.81% Q4 2025 Jan 08, 2026
Neumann Capital Management, LLC History Reduced 11,885 995 0.29% 0.3% 722 -178 -1.48% Q4 2025 Jan 14, 2026
B. Riley Wealth Advisors, Inc. History Added to 11,821 990 0.05% 0.04% 723 +1,455 14.04% Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History Added to 11,755 984 0.06% 0.02% 724 +7,768 194.83% Q4 2025 Jan 15, 2026
Twele Capital Management, Inc. History Added to 11,740 983 0.18% 0.16% 725 +1,342 12.91% Q4 2025 Jan 09, 2026
Venture Visionary Partners LLC History Reduced 11,725 982 0.03% 0.03% 726 -144 -1.21% Q4 2025 Feb 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 11,699 979 0.06% 0.08% 727 -2,805 -19.34% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History Added to 11,648 975 0.04% 0.01% 728 +8,900 323.87% Q4 2025 Jan 27, 2026
Transamerica Financial Advisors, LLC History Reduced 11,616 972 0.08% 0.09% 729 -890 -7.12% Q4 2025 Feb 13, 2026
COMMONS CAPITAL, LLC History New 11,606 971 0.65% — 730 +11,606 New Q4 2025 Jan 05, 2026
Olde Wealth Management, LLC History No change 11,366 951 0.29% 0.29% 731 0 0.0% Q4 2025 Feb 12, 2026
Ballast Financial Advisors LLC History New 11,316 947 0.98% — 733 +11,316 New Q4 2025 Feb 17, 2026
FC Advisory LLC History Added to 11,317 947 0.27% 0.26% 732 +572 5.32% Q4 2025 Jan 13, 2026
Severin Investments, LLC History Added to 11,219 939 0.83% 0.8% 734 +480 4.47% Q4 2025 Feb 09, 2026
Baker Ellis Asset Management LLC History Added to 11,200 938 0.11% 0.11% 735 +500 4.67% Q4 2025 Jan 21, 2026
Spire Wealth Management History Added to 11,202 938 0.03% 0.03% 736 +280 2.56% Q4 2025 Jan 14, 2026
Strive Financial Group ,LLC History New 11,182 936 0.46% — 737 +11,182 New Q4 2025 Feb 18, 2026
Avidian Wealth Enterprises, LLC History Added to 11,134 932 0.03% 0.03% 738 +893 8.72% Q4 2025 Feb 02, 2026
Pines Wealth Management, LLC History Added to 11,071 927 0.3% 0.29% 739 +759 7.36% Q4 2025 Feb 02, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 11,001 921 0.02% 0.02% 740 -338 -2.98% Q4 2025 Feb 05, 2026
WJ Financial Advisors LLC History Reduced 10,956 917 0.82% 0.92% 741 -361 -3.19% Q4 2025 Feb 02, 2026
Shelter Mutual Insurance Co History No change 10,917 914 0.2% 0.21% 742 0 0.0% Q4 2025 Feb 13, 2026
Houlihan Financial Resource Group, Ltd. History Added to 10,876 912 0.35% 0.42% 743 +5,195 91.45% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 10,895 912 0.06% 0.07% 744 +76 0.7% Q4 2025 Feb 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 10,867 910 0.06% 0.07% 745 +478 4.6% Q4 2025 Feb 02, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 10,867 910 0.52% 0.53% 746 +13 0.12% Q4 2025 Jan 15, 2026
AUA CAPITAL MANAGEMENT, LLC History Reduced 10,826 906 0.45% 0.61% 747 -2,197 -16.87% Q4 2025 Jan 23, 2026
Shum Financial Group, Inc. History Added to 10,681 894 0.64% 0.65% 748 +342 3.31% Q4 2025 Jan 15, 2026
Portfolio Resources Advisor Group, Inc. History New 10,634 890 0.89% — 749 +10,634 New Q4 2025 Feb 13, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 10,575 885 0.22% 0.24% 750 0 0.0% Q4 2025 Feb 06, 2026
Smithfield Trust Co History No change 10,517 881 0.04% 0.04% 751 0 0.0% Q4 2025 Feb 09, 2026
Liberty Capital Management, Inc. History Added to 10,327 864 0.16% 0.14% 752 +1,176 12.85% Q4 2025 Jan 26, 2026
Amicus Financial Advisors, LLC History New 10,248 858 0.24% — 753 +10,248 New Q4 2025 Mar 02, 2026
Round Rock Advisors LLC History Reduced 10,232 856 0.13% 0.14% 754 -13 -0.13% Q4 2025 Jan 27, 2026
Aspire Private Capital, LLC History Reduced 10,187 853 0.19% 0.22% 755 -1,798 -15.0% Q4 2025 Jan 16, 2026
Capital Asset Advisory Services LLC History Added to 10,127 850 0.03% 0.03% 756 +1,232 13.85% Q4 2025 Jan 09, 2026
Compass Ion Advisors, LLC History Reduced 10,079 844 0.08% 0.09% 757 -438 -4.16% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Added to 10,076 843 0.02% 0.02% 758 +993 10.93% Q4 2025 Feb 17, 2026
Smith Partners Wealth Management, LLC History New 9,912 830 0.76% — 760 +9,912 New Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 9,912 830 0.07% 0.09% 759 0 0.0% Q4 2025 Jan 30, 2026
Petersen Hastings Wealth Advisors Inc. History New 9,852 825 0.08% — 761 +9,852 New Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Added to 9,819 822 0.04% 0.03% 762 +2,384 32.06% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Reduced 9,588 805 0.08% 0.09% 763 -240 -2.44% Q4 2025 Feb 17, 2026
Hickory Point Bank & Trust History Added to 9,455 791 0.57% 0.47% 764 +2,000 26.83% Q4 2025 Jan 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 9,416 788 0.04% 0.04% 765 +1,380 17.17% Q4 2025 Jan 14, 2026
Tennessee Valley Asset Management Partners History Reduced 9,371 784 0.1% 0.13% 766 -1,919 -17.0% Q4 2025 Feb 05, 2026
SWEENEY & MICHEL, LLC History Reduced 9,312 781 0.23% 0.26% 767 -48 -0.51% Q4 2025 Feb 13, 2026
Seelaus Asset Management LLC History Added to 9,305 779 0.62% 0.5% 768 +1,777 23.61% Q4 2025 Feb 04, 2026
PVG ASSET MANAGEMENT CORP History New 9,252 774 1.64% — 769 +9,252 New Q4 2025 Jan 30, 2026
Great Diamond Partners, LLC History Reduced 9,125 764 0.15% 0.15% 770 -150 -1.62% Q4 2025 Feb 06, 2026
Westshore Wealth, LLC History Added to 9,055 758 0.25% 0.23% 771 +919 11.3% Q4 2025 Feb 25, 2026
Edge Financial Advisors LLC History Added to 9,048 757 0.32% 0.34% 772 +32 0.35% Q4 2025 Jan 28, 2026
TOWER TRUST & INVESTMENT Co History Added to 9,031 756 0.48% 0.44% 773 +1,280 16.51% Q4 2025 Jan 21, 2026
Three Bridge Wealth Advisors, LLC History Reduced 8,996 753 0.2% 0.21% 774 -830 -8.45% Q4 2025 Feb 10, 2026
IVC Wealth Advisors LLC History Added to 8,950 749 0.33% 0.32% 775 +431 5.06% Q4 2025 Jan 16, 2026
Tradition Wealth Management, LLC History Added to 8,938 748 0.05% 0.06% 776 +19 0.21% Q4 2025 Feb 11, 2026
Prosperity Planning, Inc. History Reduced 8,915 746 0.2% 0.2% 777 -72 -0.8% Q4 2025 Jan 14, 2026
Ascent Group, LLC History Reduced 8,846 740 0.03% 0.03% 778 -196 -2.17% Q4 2025 Jan 20, 2026
CAPSTONE CAPITAL LLC History Reduced 8,811 737 0.48% 0.54% 779 -729 -7.64% Q4 2025 Jan 22, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 8,735 731 0.06% 0.16% 780 -17,603 -66.83% Q4 2025 Jan 23, 2026
Arta Finance Wealth Management LLC History New 8,720 730 0.37% — 781 +8,720 New Q4 2025 Jan 20, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 8,700 728 0.02% 0.01% 782 +1,862 27.23% Q4 2025 Feb 09, 2026
Legacy Private Trust Co. History Reduced 8,683 727 0.04% 0.05% 783 -553 -5.99% Q4 2025 Jan 08, 2026
Falcon Wealth Planning History Added to 8,691 727 0.06% 0.06% 784 +119 1.39% Q4 2025 Feb 03, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 8,671 726 0.05% 0.05% 785 +315 3.77% Q4 2025 Feb 17, 2026
Carter Financial Group, INC. History Added to 8,611 721 0.43% 0.43% 787 +233 2.78% Q4 2025 Feb 13, 2026
Octavia Wealth Advisors, LLC History Reduced 8,614 721 0.07% 0.07% 786 -16 -0.19% Q4 2025 Jan 23, 2026
TFB Advisors LLC History Reduced 8,568 717 0.2% 0.24% 789 -1,037 -10.8% Q4 2025 Feb 13, 2026
Golden State Equity Partners History Added to 8,566 717 0.12% 0.12% 788 +173 2.06% Q4 2025 Jan 29, 2026
D. E. Shaw & Co., Inc. History Reduced 8,519 713 0.0% 0.49% 790 -10,265,969 -99.92% Q4 2025 Feb 17, 2026
Leo Wealth, LLC History Added to 8,482 710 0.05% 0.09% 791 +627 7.98% Q4 2025 Jan 21, 2026
New Republic Capital, LLC History New 8,467 709 0.19% — 793 +8,467 New Q4 2025 Feb 10, 2026
Triumph Capital Management History Reduced 8,470 709 0.15% 0.19% 792 -180 -2.08% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Added to 8,398 705 0.02% 0.02% 794 +3,530 72.51% Q4 2025 Jan 27, 2026
GenTrust, LLC History Reduced 8,395 703 0.03% 1.22% 795 -310,297 -97.37% Q4 2025 Feb 02, 2026
Arax Advisory Partners History New 8,373 701 0.02% — 796 +8,373 New Q4 2025 Feb 13, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 8,352 699 0.45% 0.39% 797 -146 -1.72% Q4 2025 Feb 09, 2026
DUNCKER STREETT & CO INC History Added to 8,324 697 0.12% 0.12% 798 +3 0.04% Q4 2025 Jan 27, 2026
Lineweaver Wealth Advisors, LLC History Added to 8,302 695 0.09% 0.08% 800 +1,450 21.16% Q4 2025 Jan 14, 2026
Trilogy Capital Inc. History Added to 8,310 695 0.03% 0.03% 799 +400 5.06% Q4 2025 Jan 22, 2026