VANGUARD TAX-MANAGED FUNDS - VEA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 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 205,758,023 12,853,703 0.94% 0.82% 1 +4,286,761 2.13% Q4 2025 Feb 17, 2026
Betterment LLC History Added to 138,588,366 8,657,615 16.49% 16.28% 2 +1,140,627 0.83% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 124,175,031 7,757,214 5.55% 5.86% 3 -3,909,525 -3.05% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 90,491,038 5,652,975 0.34% 0.23% 4 +27,650,637 44.0% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 76,401,735 4,772,816 1.42% 1.43% 5 -6,434,836 -7.77% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 64,314,341 4,017,716 0.73% 0.72% 6 +808,196 1.27% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 61,886,335 3,866,039 2.45% 2.32% 7 +3,757,877 6.46% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 58,685,582 3,666,088 8.19% 8.2% 8 +375,614 0.64% Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 52,908,486 3,305,193 2.02% 2.08% 9 +1,596,711 3.11% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 51,950,297 3,245,335 0.41% 0.38% 10 +2,981,115 6.09% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 42,271,448 2,640,699 0.43% — 11 +42,271,448 New Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 34,844,186 2,175,185 3.32% 3.34% 12 +1,430,290 4.28% Q4 2025 Feb 18, 2026
Mariner, LLC History Added to 32,997,394 2,061,428 2.45% 2.46% 13 +1,260,779 3.97% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 30,166,421 1,884,496 3.58% 3.49% 14 +1,625,619 5.7% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 28,541,648 1,782,996 0.49% 0.5% 15 +90,342 0.32% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 28,224,383 1,763,177 0.22% 0.21% 16 -505,192 -1.76% Q4 2025 Mar 25, 2026
UBS Group AG History Reduced 27,524,012 1,719,425 0.28% 0.26% 17 -368,501 -1.32% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 34,849,543 1,668,308 2.27% 2.3% 18 +10,449,040 42.82% Q4 2025 Mar 09, 2026
Align Financial, LLC History New 1,604,874 1,604,874 0.93% — 19 +1,604,874 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 25,669,235 1,603,555 1.58% 1.66% 20 -167,166 -0.65% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Added to 23,397,538 1,461,644 0.02% 0.02% 21 +1,359,054 6.17% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 20,427,521 1,276,109 3.06% 2.95% 22 +112,281 0.55% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Added to 20,114,092 1,256,527 1.96% 1.78% 23 +1,611,147 8.71% Q4 2025 Feb 13, 2026
Jasper Ridge Partners, L.P. History Reduced 19,780,576 1,235,692 27.38% 28.01% 24 -977,307 -4.71% Q4 2025 Feb 12, 2026
Cerity Partners LLC History Added to 19,343,762 1,208,404 1.76% 1.81% 25 +666,865 3.57% Q4 2025 Feb 11, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 17,014,674 1,062,906 1.42% 1.35% 26 -441,305 -2.53% Q4 2025 Feb 12, 2026
FMR LLC History Reduced 15,605,899 974,900 0.05% 0.05% 27 -119,321 -0.76% Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History Added to 15,365,116 959,858 10.49% 9.85% 28 +893,444 6.17% Q4 2025 Feb 12, 2026
Facet Wealth, Inc. History Added to 13,444,679 897,028 15.88% 14.98% 29 +1,364,967 11.3% Q4 2025 Jan 29, 2026
JPMORGAN CHASE & CO History Added to 14,279,977 892,070 0.06% 0.05% 30 +407,760 2.94% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 14,278,396 891,971 0.28% 0.26% 31 +816,824 6.07% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 14,091,113 880,271 0.16% 0.15% 32 +40,842 0.29% Q4 2025 Feb 10, 2026
Wealthspire Advisors, LLC History Reduced 13,581,933 848,463 6.75% 7.86% 33 -11,492,889 -45.83% Q4 2025 Feb 13, 2026
Nicholas Hoffman & Company, LLC. History Added to 12,768,794 797,666 18.5% 18.47% 34 +35,839 0.28% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Reduced 12,559,141 784,147 0.18% 0.17% 35 -147,253 -1.16% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 12,029,160 751,461 2.64% 2.62% 36 +174,800 1.47% Q4 2025 Feb 06, 2026
Valmark Advisers, Inc. History Added to 11,930,938 745,325 9.18% 9.1% 37 +174,623 1.49% Q4 2025 Jan 26, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 11,558,138 722,151 0.59% — 38 +11,558,138 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 11,411,762 712,893 0.84% 0.82% 39 -139,406 -1.21% Q4 2025 Jan 30, 2026
HighTower Advisors, LLC History Added to 11,092,054 692,920 0.76% 0.74% 40 +228,185 2.1% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 11,055,006 690,606 5.23% 5.18% 41 +167,838 1.54% Q4 2025 Feb 12, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 9,694,457 605,612 9.33% 9.31% 42 +1,204,537 14.19% Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Reduced 9,489,679 592,820 6.28% 6.4% 43 -317,931 -3.24% Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History Added to 9,468,021 591,467 0.2% 0.2% 44 +37,313 0.4% Q4 2025 Feb 09, 2026
STIFEL FINANCIAL CORP History Reduced 8,991,350 561,690 0.51% 0.53% 45 -714,315 -7.36% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,503,607 531,220 0.29% 0.3% 46 +233,220 2.82% Q4 2025 Feb 06, 2026
HBK Sorce Advisory LLC History Added to 7,766,637 523,238 12.02% 11.64% 47 +80,038 1.04% Q4 2025 Feb 09, 2026
MML INVESTORS SERVICES, LLC History Added to 8,346,613 521,412 1.27% 1.2% 48 +833,909 11.1% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Added to 8,032,715 501,803 3.21% 3.08% 49 +143,722 1.82% Q4 2025 Jan 27, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 7,957,746 497,120 7.51% 7.31% 50 +231,580 3.0% Q4 2025 Jan 22, 2026
Focus Partners Wealth History Added to 7,879,679 491,886 0.56% 0.53% 51 +2,399,652 43.79% Q4 2025 Feb 13, 2026
Cetera Investment Advisers History Added to 7,684,136 480,028 0.52% 0.51% 52 +383,879 5.26% Q4 2025 Feb 17, 2026
WIT, LLC History Added to 7,490,656 467,941 9.38% 5.38% 53 +3,526,251 88.95% Q4 2025 Feb 17, 2026
COUNTRY TRUST BANK History Added to 7,328,295 457,798 8.29% 7.18% 54 +1,850,728 33.79% Q4 2025 Jan 21, 2026
JANE STREET GROUP, LLC History Added to 7,094,616 443,200 0.07% 0.01% 55 +6,537,497 1173.45% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Added to 7,058,413 440,939 2.65% 2.45% 56 +368,108 5.5% Q4 2025 Feb 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 6,283,595 392,536 1.41% 1.39% 57 -299,308 -4.55% Q4 2025 Jan 30, 2026
JMG Financial Group, Ltd. History Reduced 6,204,833 387,615 10.89% 10.62% 58 -21,502 -0.35% Q4 2025 Feb 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 5,763,869 360,068 0.35% 0.29% 59 +980,087 20.49% Q4 2025 Feb 12, 2026
M&T BANK CORP History Added to 5,662,009 353,705 1.14% 1.13% 60 +32,513 0.58% Q4 2025 Jan 30, 2026
Modera Wealth Management, LLC History Reduced 5,505,632 343,936 3.98% 3.9% 61 -106,708 -1.9% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Added to 5,308,961 331,650 0.56% 0.48% 62 +611,848 13.03% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 5,268,081 329,097 0.67% 0.7% 63 -161,399 -2.97% Q4 2025 Jan 23, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,264,817 328,893 0.1% 0.09% 64 +515,049 10.84% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 4,926,140 307,735 4.32% 4.21% 65 -129,796 -2.57% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Added to 4,857,553 303,507 0.44% 0.39% 66 +116,342 2.45% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 4,821,786 301,216 3.42% 3.31% 67 -55,904 -1.15% Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 4,754,095 296,988 2.41% 1.85% 68 +428,381 9.9% Q4 2025 Feb 17, 2026
Nearwater Capital Markets, Ltd History New 4,714,850 294,536 5.04% — 69 +4,714,850 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 4,694,360 293,256 1.13% — 70 +4,694,360 New Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 4,662,433 291,262 0.52% 0.48% 71 +577,669 14.14% Q4 2025 Mar 16, 2026
Ally Invest Advisors Inc. History Added to 4,604,747 287,658 19.85% 19.66% 72 +30,151 0.66% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Reduced 4,321,161 286,060 0.91% 0.87% 73 -35,526 -0.82% Q4 2025 Feb 18, 2026
NEPC LLC History Added to 4,575,987 285,861 6.09% 4.34% 74 +1,823,000 66.22% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Reduced 4,562,001 284,988 2.29% 2.27% 75 -73,884 -1.59% Q4 2025 Jan 27, 2026
MAI Capital Management History Added to 4,455,575 278,339 1.6% 1.59% 76 +199,156 4.68% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 4,308,564 275,231 9.56% 8.87% 77 +369,783 9.39% Q4 2025 Jan 08, 2026
Linscomb Wealth, Inc. History Added to 4,383,551 273,840 11.5% 11.0% 78 +120,221 2.82% Q4 2025 Feb 10, 2026
TFO Wealth Partners, LLC History Reduced 4,366,497 272,775 40.82% 42.85% 79 -20,094 -0.46% Q4 2025 Feb 05, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 4,165,019 260,188 3.3% 3.07% 80 +155,493 3.88% Q4 2025 Feb 10, 2026
Wilmington Savings Fund Society, FSB History Added to 4,142,828 258,802 6.07% 5.87% 81 +79,929 1.97% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 3,876,842 242,186 0.32% 0.28% 82 +420,627 12.17% Q4 2025 Feb 02, 2026
Pinnacle Financial Partners, Inc. History New 3,840,165 239,895 1.81% — 83 +3,840,165 New Q4 2025 Feb 18, 2026
BlackRock, Inc. History Added to 3,812,926 238,193 0.0% 0.0% 84 +3,498,764 1113.68% Q4 2025 Feb 12, 2026
BANK OF HAWAII History Reduced 3,763,436 235,101 11.62% 11.33% 85 -21,360 -0.56% Q4 2025 Mar 03, 2026
Savant Capital, LLC History Added to 3,710,957 231,823 1.32% 1.29% 86 +173,829 4.91% Q4 2025 Feb 10, 2026
Johnson Financial Group, LLC History Added to 3,658,192 228,527 14.14% 13.59% 87 +1,177,377 47.46% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Added to 3,630,720 226,811 1.39% 1.39% 88 +13,298 0.37% Q4 2025 Jan 29, 2026
Truepoint, Inc. History Reduced 3,589,070 224,209 5.05% 5.15% 89 -107,175 -2.9% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Reduced 3,579,131 223,588 0.51% 0.51% 90 -20,833 -0.58% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 3,549,570 221,741 6.13% 5.71% 91 +185,456 5.51% Q4 2025 Feb 03, 2026
BLB&B Advisors, LLC History Added to 3,479,727 217,378 9.09% 8.7% 92 +116,608 3.47% Q4 2025 Jan 26, 2026
DV EQUITIES, LLC History New 3,385,845 211,513 37.94% — 93 +3,385,845 New Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,254,229 208,728 0.28% 0.3% 94 +36,075 1.12% Q4 2025 Jan 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 3,210,182 200,540 0.09% 0.01% 95 +2,934,104 1062.78% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Added to 3,193,149 199,476 0.63% 0.59% 96 +97,218 3.14% Q4 2025 Feb 02, 2026
BLAIR WILLIAM & CO/IL History Added to 3,148,531 196,688 0.53% 0.49% 97 +104,259 3.42% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 3,128,031 195,408 0.52% 0.55% 98 -212,321 -6.36% Q4 2025 Feb 05, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 3,081,773 192,509 0.18% 0.05% 99 +2,220,295 257.73% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 3,037,258 189,737 1.33% 1.25% 100 +574,066 23.31% Q4 2025 Feb 18, 2026
Tanglewood Wealth Management, Inc. History Added to 2,925,381 182,748 16.76% 15.28% 101 +180,581 6.58% Q4 2025 Jan 29, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 2,819,462 176,131 0.1% 0.1% 102 -77,477 -2.67% Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History Added to 2,812,424 175,692 7.9% 8.02% 103 +42,085 1.52% Q4 2025 Jan 14, 2026
Foster Group, Inc. History Added to 2,799,343 174,874 5.29% 5.18% 104 +43,922 1.59% Q4 2025 Jan 12, 2026
Freestone Capital Holdings, LLC History Added to 2,785,505 174,010 5.15% 5.05% 105 +32,714 1.19% Q4 2025 Jan 23, 2026
LINCOLN NATIONAL CORP History Added to 2,746,278 171,559 5.02% 4.59% 106 +58,410 2.17% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 2,615,643 163,399 1.75% 1.82% 107 +600,635 29.81% Q4 2025 Jan 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 2,562,638 160,087 2.06% 2.13% 108 -76,800 -2.91% Q4 2025 Feb 09, 2026
DAVIS R M INC History Added to 2,482,285 155,068 2.67% 2.28% 109 +304,803 14.0% Q4 2025 Feb 12, 2026
BOK Financial Private Wealth, Inc. History Added to 2,481,695 155,031 9.49% 9.17% 110 +49,542 2.04% Q4 2025 Feb 06, 2026
Aptus Capital Advisors, LLC History Added to 2,447,979 152,925 1.1% 0.94% 111 +281,172 12.98% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 2,431,969 151,925 1.11% 1.09% 112 +87,751 3.74% Q4 2025 Feb 12, 2026
EASTERN BANK History Added to 2,427,295 151,633 2.62% 2.5% 113 +81,764 3.49% Q4 2025 Jan 14, 2026
Keewaydin Investments LLC History New 2,347,487 146,647 39.02% — 114 +2,347,487 New Q4 2025 Feb 10, 2026
Clark Asset Management, LLC History Added to 2,341,248 146,257 15.18% 15.19% 115 +159,853 7.33% Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History Added to 2,329,131 145,500 0.53% 0.59% 116 +167,362 7.74% Q4 2025 Feb 18, 2026
Plante Moran Financial Advisors, LLC History Added to 2,282,614 142,594 9.03% 7.95% 117 +169,633 8.03% Q4 2025 Feb 05, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 2,277,980 142,305 0.02% 0.01% 118 +1,229,628 117.29% Q4 2025 Feb 17, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 2,275,100 142,125 0.85% — 119 +2,275,100 New Q4 2025 Feb 17, 2026
Hills Bank & Trust Co History Added to 2,226,081 139,063 8.09% 7.77% 120 +22,188 1.01% Q4 2025 Feb 05, 2026
Oakworth Capital, Inc. History Added to 2,221,405 138,771 7.58% 7.64% 121 +15,945 0.72% Q4 2025 Jan 30, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 2,221,205 138,758 7.05% 5.92% 122 +317,870 16.7% Q4 2025 Feb 03, 2026
GLENMEDE TRUST CO NA History New 2,188,111 136,691 0.65% — 123 +2,188,111 New Q4 2025 Feb 17, 2026
Robertson Stephens Wealth Management, LLC History Added to 2,162,844 135,112 3.52% 3.7% 124 +115,839 5.66% Q4 2025 Feb 02, 2026
Hirtle Callaghan & Co LLC History Added to 2,155,133 134,631 4.58% 4.33% 125 +98,177 4.77% Q4 2025 Feb 04, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 2,110,603 131,849 2.65% 2.66% 126 -47,688 -2.21% Q4 2025 Feb 12, 2026
Steele Capital Management, Inc. History Added to 2,110,333 131,832 5.66% 5.45% 127 +59,383 2.9% Q4 2025 Jan 27, 2026
EVOKE WEALTH, LLC History Added to 2,044,257 127,704 2.38% 2.26% 128 +177,235 9.49% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Reduced 2,031,147 126,885 2.19% 2.17% 129 -596,719 -22.71% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 2,025,712 126,546 1.03% 0.95% 130 +122,736 6.45% Q4 2025 Feb 13, 2026
JABODON PT CO History New 1,976,178 123,452 16.34% — 131 +1,976,178 New Q4 2025 Feb 11, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,964,506 122,722 2.04% 1.91% 132 +103,290 5.55% Q4 2025 Jan 28, 2026
Fusion Family Wealth, LLC History Added to 1,944,094 121,447 9.2% 8.59% 133 +29,885 1.56% Q4 2025 Feb 04, 2026
TD Waterhouse Canada Inc. History Added to 1,916,820 119,724 0.74% 0.65% 134 +268,727 16.31% Q4 2025 Jan 27, 2026
COMERICA BANK History Added to 1,851,395 115,656 0.46% 0.41% 135 +32,670 1.8% Q4 2025 Jan 29, 2026
Badgley Phelps Wealth Managers, LLC History Added to 1,822,448 113,848 2.09% 2.27% 136 +23,943 1.33% Q4 2025 Jan 28, 2026
Employees Retirement System of Texas History Reduced 1,798,331 112,342 0.91% 3.2% 137 -4,889,500 -73.11% Q4 2025 Feb 09, 2026
Cresset Asset Management, LLC History Added to 1,797,699 112,302 0.47% 0.46% 138 +52,350 3.0% Q4 2025 Feb 17, 2026
PDS Planning, Inc History Reduced 1,770,112 110,578 7.39% 7.34% 139 -821 -0.05% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 1,740,735 108,743 1.46% 1.29% 140 +174,110 11.11% Q4 2025 Jan 30, 2026
Apella Capital, LLC History Added to 1,735,240 108,400 2.14% 2.19% 141 +111,502 6.87% Q4 2025 Jan 21, 2026
CITIGROUP INC History Reduced 1,705,959 106,571 0.05% 0.12% 142 -2,956,114 -63.41% Q4 2025 Feb 13, 2026
AGF MANAGEMENT LTD History Added to 1,662,448 103,853 0.45% 0.41% 143 +93,387 5.95% Q4 2025 Feb 17, 2026
DT Investment Partners, LLC History Added to 1,647,863 102,942 8.52% 8.25% 144 +19,590 1.2% Q4 2025 Feb 10, 2026
REBALANCE, LLC History Added to 1,611,305 100,658 5.88% 5.74% 145 +22,344 1.41% Q4 2025 Jan 15, 2026
SOFI WEALTH, LLC History Added to 1,608,390 100,476 5.01% 4.99% 146 +60,594 3.91% Q4 2025 Jan 30, 2026
Midwest Trust Co History Added to 1,585,564 99,050 1.24% 1.15% 147 +104,650 7.07% Q4 2025 Feb 04, 2026
Litman Gregory Wealth Management LLC History Reduced 1,583,314 98,909 7.23% 7.29% 148 -54,617 -3.33% Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Added to 1,576,808 98,503 2.39% 2.23% 149 +53,849 3.54% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,564,564 97,738 2.52% 2.44% 150 -33,214 -2.08% Q4 2025 Jan 07, 2026
Pure Financial Advisors, LLC History Reduced 1,544,139 96,462 17.54% 1.49% 151 -16,830 -1.08% Q4 2025 Mar 04, 2026
BROWN ADVISORY INC History Added to 1,522,216 95,092 0.13% 0.09% 152 +418,888 37.97% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 1,501,374 93,790 0.03% 0.03% 153 +8,187 0.55% Q4 2025 Feb 12, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 1,500,723 93,750 1.95% 4.25% 154 +1,088,014 263.63% Q4 2025 Feb 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 1,494,152 93,339 5.85% 5.68% 155 +61,314 4.28% Q4 2025 Jan 21, 2026
Arbor Investment Advisors, LLC History Reduced 1,452,866 90,760 11.94% 11.21% 156 -20,321 -1.38% Q4 2025 Jan 23, 2026
Kohmann Bosshard Financial Services, LLC History Added to 1,431,087 89,590 8.01% 7.73% 157 +178,496 14.25% Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 1,419,834 88,940 0.16% 0.09% 158 +675,953 90.87% Q4 2025 Feb 05, 2026
Waverly Advisors, LLC History Added to 1,418,311 88,601 0.72% 0.76% 159 +138,785 10.85% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Reduced 1,362,811 87,410 0.95% 0.96% 160 -11,657 -0.85% Q4 2025 Jan 26, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 1,396,767 87,256 15.34% 15.38% 161 +59,682 4.46% Q4 2025 Jan 21, 2026
Kestra Advisory Services, LLC History Added to 1,383,454 86,424 0.36% 0.33% 162 +186,958 15.63% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 1,382,059 86,337 5.47% 5.28% 163 +30,479 2.26% Q4 2025 Jan 23, 2026
ALPS ADVISORS INC History Reduced 1,341,636 83,812 0.49% 0.45% 164 -9,280 -0.69% Q4 2025 Feb 12, 2026
Allen Investment Management, LLC History Added to 1,340,479 83,739 0.93% 0.87% 165 +36,156 2.77% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 1,329,679 83,490 1.06% 1.06% 166 -32,058 -2.35% Q4 2025 Jan 23, 2026
COMMERCE BANK History Added to 1,319,691 82,441 0.46% 0.42% 167 +65,056 5.19% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 1,314,164 82,096 1.03% 0.99% 168 +45,634 3.6% Q4 2025 Feb 10, 2026
CONNABLE OFFICE INC History Reduced 1,303,791 81,447 7.47% 7.51% 169 -47,869 -3.54% Q4 2025 Feb 03, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 1,285,360 80,296 10.11% 10.03% 170 -18,175 -1.39% Q4 2025 Feb 06, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 1,270,516 79,369 1.58% 1.55% 171 -35,907 -2.75% Q4 2025 Feb 05, 2026
Wallington Asset Management, LLC History Reduced 1,268,139 79,220 10.05% 9.87% 172 -2,342 -0.18% Q4 2025 Jan 14, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 1,265,937 79,083 0.68% 0.58% 173 +161,275 14.6% Q4 2025 Feb 05, 2026
Gilbert & Cook, Inc. History Reduced 1,258,426 78,613 9.88% 9.73% 174 -5,131 -0.41% Q4 2025 Jan 07, 2026
PROFFITT & GOODSON INC History Added to 1,256,430 78,489 10.94% 10.74% 175 +6,773 0.54% Q4 2025 Jan 27, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 1,250,000 78,087 2.61% 2.76% 176 0 0.0% Q4 2025 Feb 05, 2026
LVW Advisors, LLC History Reduced 1,249,244 78,040 7.91% 7.69% 177 -8,272 -0.66% Q4 2025 Jan 14, 2026
Human Investing LLC History Added to 1,245,935 77,833 10.99% 10.72% 178 +34,972 2.89% Q4 2025 Jan 27, 2026
Atria Investments, Inc History Added to 1,242,168 77,598 0.88% 0.84% 179 +13,726 1.12% Q4 2025 Feb 05, 2026
TD ASSET MANAGEMENT INC History Added to 1,234,627 77,127 0.06% 0.05% 180 +120,838 10.85% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 1,249,933 76,119 0.23% 0.18% 181 +284,257 29.44% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Added to 1,214,523 75,871 2.23% 2.35% 182 +3,789 0.31% Q4 2025 Feb 19, 2026
Arvest Bank Trust Division History Added to 1,189,476 74,306 4.02% 3.69% 183 +80,495 7.26% Q4 2025 Feb 09, 2026
&PARTNERS History Added to 1,181,652 74,039 0.39% 0.32% 184 +350,374 42.15% Q4 2025 Feb 17, 2026
Connecticut Wealth Management, LLC History Added to 1,180,706 73,758 3.21% 2.99% 185 +54,657 4.85% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History Added to 1,178,890 73,645 1.44% 1.37% 186 +85,008 7.77% Q4 2025 Feb 02, 2026
Auto-Owners Insurance Co History Added to 1,178,750 73,636 1.55% 1.62% 187 +133,000 12.72% Q4 2025 Mar 09, 2026
Private Advisor Group, LLC History Added to 1,173,314 73,296 0.34% 0.28% 188 +210,424 21.85% Q4 2025 Feb 17, 2026
Inherent Management Corp. History No change 1,171,437 73,179 37.55% 40.25% 189 0 0.0% Q4 2025 Feb 17, 2026
Vision Capital Management, Inc. History Added to 1,161,767 72,575 8.75% 8.54% 190 +5,912 0.51% Q4 2025 Jan 27, 2026
Klingman & Associates, LLC History Added to 1,145,549 71,562 3.45% 3.24% 191 +74,500 6.96% Q4 2025 Jan 29, 2026
Legacy Private Trust Co. History Added to 1,144,197 71,477 4.19% 4.06% 192 +6,837 0.6% Q4 2025 Jan 08, 2026
Adventist Health System/ West History No change 1,131,440 70,681 11.88% 11.04% 193 0 0.0% Q4 2025 Feb 18, 2026
SIGNATUREFD, LLC History Added to 1,122,673 70,133 1.07% 1.05% 194 +6,198 0.56% Q4 2025 Jan 20, 2026
Tanager Wealth Management LLP History Reduced 1,114,111 69,598 6.95% 7.28% 195 -42,330 -3.66% Q4 2025 Jan 26, 2026
WestHill Financial Advisors, Inc. History Added to 1,110,703 69,385 13.18% 12.94% 196 +8,676 0.79% Q4 2025 Jan 21, 2026
West Financial Advisors, LLC History Reduced 1,101,503 68,810 11.61% 11.14% 197 -23,626 -2.1% Q4 2025 Jan 13, 2026
NewEdge Wealth, LLC History Added to 1,096,874 68,521 0.77% 0.21% 198 +850,579 345.35% Q4 2025 Feb 03, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 1,089,937 68,088 4.3% 3.12% 199 +283,560 35.16% Q4 2025 Jan 21, 2026
BOKF, NA History Reduced 1,083,730 67,700 1.04% 1.01% 200 -38,605 -3.44% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 1,053,011 67,540 1.4% 1.33% 201 +27,501 2.68% Q4 2025 Jan 26, 2026
Charles Schwab Trust Co History Reduced 1,079,970 67,465 4.43% 4.47% 202 -19,285 -1.75% Q4 2025 Jan 09, 2026
Oakwell Private Wealth Management, LLC History Added to 1,049,888 65,586 12.24% 12.14% 203 +41,314 4.1% Q4 2025 Jan 30, 2026
EverSource Wealth Advisors, LLC History Reduced 1,049,797 65,580 2.41% 2.54% 204 -22,612 -2.11% Q4 2025 Feb 06, 2026
Trilogy Capital Inc. History Added to 1,046,626 65,382 2.92% 2.88% 205 +7,095 0.68% Q4 2025 Jan 22, 2026
Allspring Global Investments Holdings, LLC History Reduced 1,029,945 65,092 0.11% 0.1% 206 -420 -0.04% Q4 2025 Jan 15, 2026
Sepio Capital, LP History Added to 1,036,937 64,777 3.55% 3.6% 207 +20,422 2.01% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 1,024,040 63,971 0.73% 0.66% 208 +95,594 10.3% Q4 2025 Jan 15, 2026
Jacobsen Capital Management History Added to 1,014,776 63,393 20.71% 20.13% 209 +23,397 2.36% Q4 2025 Jan 26, 2026
Strategic Investment Advisors / MI History Added to 1,014,172 63,355 5.48% 5.45% 210 +1,638 0.16% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 1,012,021 63,220 3.81% 3.55% 211 +48,780 5.06% Q4 2025 Feb 12, 2026
Kathmere Capital Management, LLC History Added to 995,410 62,183 4.19% 4.19% 212 +10,818 1.1% Q4 2025 Jan 13, 2026
SIMON QUICK ADVISORS, LLC History Added to 990,514 61,877 2.7% 2.3% 213 +141,809 16.71% Q4 2025 Jan 29, 2026
Pine Ridge Advisers LLC History No change 984,266 61,487 3.67% 3.51% 214 0 0.0% Q4 2025 Feb 17, 2026
KWMG, LLC History Reduced 982,599 61,382 5.29% 5.19% 215 -6,511 -0.66% Q4 2025 Jan 16, 2026
Coyle Financial Counsel LLC History Added to 979,288 61,176 13.08% 13.22% 216 +22,169 2.32% Q4 2025 Feb 10, 2026
WELCH & FORBES LLC History Reduced 967,383 60,432 0.73% 0.71% 217 -14,775 -1.5% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 966,458 60,374 0.8% 0.85% 218 +3,278 0.34% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 959,729 59,954 0.03% 0.03% 219 +97,885 11.36% Q4 2025 Feb 17, 2026
Avion Wealth History Reduced 952,318 59,491 12.48% 12.55% 220 -24,247 -2.48% Q4 2025 Jan 23, 2026
Ellenbecker Investment Group History Added to 951,754 59,456 8.32% 7.44% 221 +109,904 13.06% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Added to 940,699 58,765 0.47% 0.51% 222 +11,327 1.22% Q4 2025 Jan 26, 2026
Meeder Advisory Services, Inc. History Reduced 932,957 58,281 2.5% 2.68% 223 -28,015 -2.92% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 929,916 58,091 0.14% 0.06% 224 +464,375 99.75% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 926,457 57,875 0.32% 0.34% 225 -4,181 -0.45% Q4 2025 Feb 03, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 926,276 57,864 5.59% 5.51% 226 +17,515 1.93% Q4 2025 Feb 06, 2026
EP Wealth Advisors, LLC History New 925,697 57,828 0.3% — 227 +925,697 New Q4 2025 Feb 18, 2026
Wealth Architects, LLC History Reduced 925,625 57,823 5.21% 5.31% 228 -13,165 -1.4% Q4 2025 Feb 17, 2026
Chandler Asset Management, Inc. History Added to 922,703 57,641 9.12% 8.99% 229 +8,592 0.94% Q4 2025 Feb 13, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 922,677 57,639 2.35% 2.35% 230 -9,880 -1.06% Q4 2025 Jan 16, 2026
Citizens Business Bank History Added to 920,192 57,484 9.5% 9.11% 231 +9,560 1.05% Q4 2025 Feb 02, 2026
Bryn Mawr Trust Advisors, LLC History Added to 915,172 57,170 2.75% 2.55% 232 +59,038 6.9% Q4 2025 Feb 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 908,989 56,784 1.01% 1.08% 233 +10,282 1.14% Q4 2025 Jan 16, 2026
Heartwood Wealth Advisors LLC History Added to 901,342 56,306 5.19% 4.99% 234 +9,688 1.09% Q4 2025 Jan 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 888,805 55,523 0.42% 0.41% 235 +87,560 10.93% Q4 2025 Jan 14, 2026
Gemmer Asset Management LLC History Added to 887,584 55,447 4.27% 4.18% 236 +22,186 2.56% Q4 2025 Jan 23, 2026
Allworth Financial LP History New 886,695 55,391 0.23% — 237 +886,695 New Q4 2025 Feb 05, 2026
Seaside Wealth Management, Inc. History Added to 884,270 55,240 15.76% 15.51% 238 +12,060 1.38% Q4 2025 Feb 17, 2026
REAP Financial Group, LLC History Added to 877,055 54,789 11.13% 10.55% 239 +66,382 8.19% Q4 2025 Feb 10, 2026
CHAI TRUST CO LLC History Added to 874,885 54,654 4.71% 3.28% 240 +47,518 5.74% Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History Added to 873,231 54,550 2.69% 2.5% 241 +61,373 7.56% Q4 2025 Feb 11, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 867,832 54,213 3.24% 2.89% 242 +36,231 4.36% Q4 2025 Jan 20, 2026
ALESCO ADVISORS LLC History Reduced 864,100 53,980 1.4% 1.41% 243 -6,951 -0.8% Q4 2025 Jan 28, 2026
ARVEST INVESTMENTS, INC. History Added to 861,470 53,816 7.56% 7.22% 244 +22,015 2.62% Q4 2025 Jan 20, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 860,232 53,738 11.54% 11.25% 245 +5,981 0.7% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 854,504 53,380 0.29% 0.28% 246 +29,803 3.61% Q4 2025 Feb 12, 2026
PETREDIS INVESTMENT ADVISORS LLC History Reduced 853,094 53,292 4.17% 4.11% 247 -1,261 -0.15% Q4 2025 Jan 14, 2026
Consolidated Portfolio Review Corp History Added to 839,410 52,437 4.53% 1.41% 248 +652,460 349.0% Q4 2025 Jan 26, 2026
McKinley Carter Wealth Services, Inc. History Reduced 838,536 52,383 2.93% 3.07% 249 -139,309 -14.25% Q4 2025 Feb 06, 2026
PARK AVENUE SECURITIES LLC History Added to 831,843 51,965 0.44% 0.38% 250 +20,306 2.5% Q4 2025 Jan 05, 2026
Capital Planning Advisors, LLC History Added to 827,165 51,672 6.91% 6.65% 251 +19,277 2.39% Q4 2025 Feb 17, 2026
OLIO Financial Planning History Added to 826,598 51,637 14.48% 14.26% 252 +15,599 1.92% Q4 2025 Jan 21, 2026
Arlington Trust Co LLC History Reduced 824,926 51,533 5.25% 9.09% 253 -17,916 -2.13% Q4 2025 Jan 30, 2026
Sageworth Trust Co History Added to 822,354 51,372 2.2% 2.23% 254 +23,277 2.91% Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Reduced 820,987 51,287 0.74% 0.77% 255 -31,654 -3.71% Q4 2025 Feb 02, 2026
Parker Financial LLC History Reduced 816,906 51,033 20.7% 20.4% 256 -12,947 -1.56% Q4 2025 Feb 03, 2026
Hanson & Doremus Investment Management History Added to 813,857 50,842 6.11% 6.01% 257 +17,073 2.14% Q4 2025 Jan 20, 2026
Keener Financial Planning LLC History Added to 805,831 50,340 21.75% 21.38% 258 +36,717 4.77% Q4 2025 Jan 23, 2026
Whitcomb & Hess, Inc. History Added to 771,651 49,817 11.75% 11.77% 259 +7,816 1.02% Q4 2025 Jan 14, 2026
First Bank & Trust History No change 794,444 49,628 8.08% 8.01% 260 0 0.0% Q4 2025 Jan 12, 2026
Trust Co History Added to 791,340 49,434 4.64% 4.79% 261 +9,642 1.23% Q4 2025 Jan 15, 2026
Mutual Advisors, LLC History Added to 782,065 48,855 1.05% 0.99% 262 +42,951 5.81% Q4 2025 Feb 02, 2026
Efficient Advisors, LLC History Reduced 779,733 48,709 2.84% 2.64% 263 -1,201 -0.15% Q4 2025 Jan 21, 2026
GP Brinson Investments LLC History No change 777,776 48,587 20.93% 19.0% 264 0 0.0% Q4 2025 Jan 02, 2026
Partners in Financial Planning History Added to 777,465 48,568 8.22% 8.03% 265 +2,399 0.31% Q4 2025 Feb 02, 2026
Financial Advisory Corp History Reduced 776,222 48,490 7.05% 7.08% 266 -26,790 -3.34% Q4 2025 Jan 27, 2026
TECTONIC ADVISORS LLC History Added to 773,024 48,290 2.55% 2.34% 267 +59,256 8.3% Q4 2025 Jan 23, 2026
Cliffwater LLC History No change 770,181 48,113 10.1% 9.72% 268 0 0.0% Q4 2025 Feb 12, 2026
Perkins Coie Trust Co History Reduced 758,665 47,393 8.83% 8.56% 269 -624 -0.08% Q4 2025 Jan 12, 2026
MCMORGAN & CO LLC History Added to 755,421 47,191 7.82% 6.85% 270 +12,460 1.68% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 755,278 47,182 0.26% 0.38% 271 -479,593 -38.84% Q4 2025 Jan 29, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 720,525 46,776 3.15% 2.66% 272 +156,856 27.83% Q4 2025 Feb 13, 2026
TLT Family Holdco ULC History Reduced 748,200 46,740 5.13% 4.83% 273 -135,200 -15.3% Q4 2025 Feb 13, 2026
Matrix Trust Co History Added to 739,497 46,196 7.62% 6.8% 274 +14,225 1.96% Q4 2025 Jan 13, 2026
PACK Private Wealth, LLC History Added to 738,661 46,144 21.04% 20.51% 275 +12,160 1.67% Q4 2025 Feb 17, 2026
Journey Advisory Group, LLC History Added to 730,840 45,655 3.84% 2.79% 276 +101,436 16.12% Q4 2025 Jan 27, 2026
Beaird Harris Wealth Management, LLC History Added to 729,098 45,546 3.14% 3.05% 277 +11,422 1.59% Q4 2025 Feb 23, 2026
GREENWOOD GEARHART INC History Added to 728,016 45,479 2.5% 2.48% 278 +8,846 1.23% Q4 2025 Feb 04, 2026
Financial Planning Navigators CORP History New 721,490 45,071 20.69% — 279 +721,490 New Q4 2025 Jan 16, 2026
Roble, Belko & Company, Inc History Reduced 717,726 44,836 5.88% 5.87% 280 -4,916 -0.68% Q4 2025 Jan 12, 2026
Summit Financial, LLC History Added to 716,748 44,775 0.66% 0.63% 281 +24,167 3.49% Q4 2025 Feb 13, 2026
Brooklyn FI, LLC History Added to 715,806 44,716 9.57% 9.53% 282 +13,905 1.98% Q4 2025 Jan 21, 2026
Wolff Financial Management LLC History Added to 711,722 44,461 10.0% 9.64% 283 +18,529 2.67% Q4 2025 Feb 06, 2026
Grey Fox Wealth Advisors, LLC History Added to 709,603 44,328 9.07% 8.02% 284 +52,814 8.04% Q4 2025 Feb 12, 2026
SoundView Advisors Inc. History Added to 702,923 43,911 15.32% 13.64% 285 +38,788 5.84% Q4 2025 Feb 06, 2026
Roof Eidam Maycock Peralta, LLC History Added to 701,500 43,822 9.93% 10.05% 286 +11,354 1.65% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Added to 701,166 43,801 0.54% 0.45% 287 +41,794 6.34% Q4 2025 Feb 11, 2026
Signal Advisors Wealth, LLC History Added to 699,616 43,705 3.47% 3.47% 288 +61,817 9.69% Q4 2025 Jan 13, 2026
Nadler Financial Group, Inc. History Added to 699,065 43,670 4.06% 3.73% 289 +46,356 7.1% Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 695,624 43,455 0.01% 0.0% 290 +309,707 80.25% Q4 2025 Feb 17, 2026
RPTC Inc. History Added to 692,632 43,268 7.26% 7.13% 291 +11,363 1.67% Q4 2025 Feb 17, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History Added to 686,391 42,878 6.33% 6.12% 292 +20,786 3.12% Q4 2025 Feb 03, 2026
CIBC WORLD MARKET INC. History Reduced 683,371 42,690 0.07% 0.07% 293 -4,261 -0.62% Q4 2025 Feb 10, 2026
TOMPKINS FINANCIAL CORP History Added to 682,579 42,640 3.32% 3.17% 294 +49,019 7.74% Q4 2025 Jan 08, 2026
Noble Family Wealth, LLC History Added to 682,103 42,610 8.98% 8.45% 295 +42,655 6.67% Q4 2025 Jan 07, 2026
Fiduciary Wealth Partners, LLC History Added to 676,059 42,233 17.32% 16.42% 296 +23,284 3.57% Q4 2025 Jan 28, 2026
First Western Trust Bank History Reduced 674,831 42,156 2.07% 2.04% 297 -67,985 -9.15% Q4 2025 Feb 12, 2026
Kaydan Wealth Management, Inc. History Reduced 672,129 41,987 12.15% 11.62% 298 -6,492 -0.96% Q4 2025 Jan 12, 2026
Global Retirement Partners, LLC History Added to 671,861 41,971 0.74% 0.55% 299 +265,159 65.2% Q4 2025 Feb 06, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 669,988 41,854 4.58% 3.98% 300 +87,041 14.93% Q4 2025 Feb 18, 2026
Permanent Capital Management, LP History Added to 667,846 41,720 8.13% 7.36% 301 +11,168 1.7% Q4 2025 Jan 07, 2026
49 WEALTH MANAGEMENT, LLC History Added to 665,161 41,552 3.38% 3.22% 302 +95,908 16.85% Q4 2025 Feb 04, 2026
MBB PUBLIC MARKETS I LLC History No change 662,117 41,362 4.32% 5.27% 303 0 0.0% Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 657,516 41,075 2.42% 2.17% 304 +124,126 23.27% Q4 2025 Feb 10, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 650,057 40,609 3.01% 2.68% 305 -6,841 -1.04% Q4 2025 Jan 23, 2026
Fi3 FINANCIAL ADVISORS, LLC History Reduced 648,298 40,499 12.39% 13.49% 306 -17,452 -2.62% Q4 2025 Feb 06, 2026
Ameritas Investment Partners, Inc. History Reduced 646,329 40,376 1.23% 1.22% 307 -16,925 -2.55% Q4 2025 Feb 11, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 645,217 40,306 3.88% 2.78% 308 +96,370 17.56% Q4 2025 Jan 12, 2026
Nelson Capital Management, LLC History Added to 643,177 40,179 4.7% 4.52% 309 +10,078 1.59% Q4 2025 Feb 10, 2026
Wealth Management Strategies, Inc. History Added to 639,020 39,919 18.38% 17.55% 310 +47,631 8.05% Q4 2025 Feb 17, 2026
Clarius Group, LLC History Reduced 633,333 39,564 2.26% 2.28% 311 -10,226 -1.59% Q4 2025 Jan 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 633,300 39,562 0.02% 0.02% 312 +53,717 9.27% Q4 2025 Feb 13, 2026
JRM Investment Counsel, LLC History Added to 631,723 39,463 11.41% 11.11% 313 +12,186 1.97% Q4 2025 Feb 12, 2026
MERIDIAN MANAGEMENT CO History Added to 627,592 39,205 9.71% 9.16% 314 +56,498 9.89% Q4 2025 Feb 10, 2026
Weitzel Financial Services, Inc. History Added to 612,103 38,684 14.97% 14.6% 315 +9,844 1.63% Q4 2025 Feb 03, 2026
BENJAMIN EDWARDS INC History Added to 618,694 38,650 0.43% 0.39% 316 +38,553 6.65% Q4 2025 Feb 02, 2026
Avior Wealth Management, LLC History Added to 619,257 38,574 1.2% 1.17% 317 +12,541 2.07% Q4 2025 Jan 06, 2026
Windward Private Wealth Management Inc. History Reduced 616,922 38,539 13.35% 13.32% 318 -27,339 -4.24% Q4 2025 Feb 02, 2026
Arax Advisory Partners History Reduced 616,144 38,490 1.12% 0.91% 319 -442,772 -41.81% Q4 2025 Feb 13, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 615,924 38,476 7.3% 6.46% 320 +102,110 19.87% Q4 2025 Jan 14, 2026
Integris Wealth Management, LLC History Added to 614,222 38,370 8.73% 8.56% 321 +26,890 4.58% Q4 2025 Jan 21, 2026
Attessa Capital LLC History Added to 613,471 38,323 20.95% 20.27% 322 +39,701 6.92% Q4 2025 Jan 06, 2026
Cascade Financial Partners, LLC History Reduced 612,549 38,265 3.88% 4.4% 323 -27,831 -4.35% Q4 2025 Feb 06, 2026
Wiser Wealth Management, Inc History Added to 611,360 38,191 8.49% 8.32% 324 +4,057 0.67% Q4 2025 Jan 12, 2026
Ellevest, Inc. History Reduced 608,408 38,007 5.26% 5.29% 325 -10,284 -1.66% Q4 2025 Feb 10, 2026
Praetorian Wealth Management, Inc. History Added to 603,148 37,678 7.48% 7.37% 326 +3,745 0.62% Q4 2025 Jan 14, 2026
BANK HAPOALIM BM History No change 603,000 37,666 3.27% 4.44% 327 0 0.0% Q4 2025 Feb 17, 2026
Evolution Advisers, Inc. History Added to 601,143 37,553 16.26% 15.93% 328 +14,392 2.45% Q4 2025 Jan 23, 2026
NATIXIS ADVISORS, LLC History Reduced 600,391 37,506 0.05% 0.06% 329 -56,632 -8.62% Q4 2025 Feb 10, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 593,408 37,070 11.46% 11.15% 330 +13,588 2.34% Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History Added to 589,532 37,016 0.48% 0.43% 331 +24,813 4.39% Q4 2025 Feb 03, 2026
HARBOUR INVESTMENTS, INC. History Added to 588,781 36,781 0.75% 0.73% 332 +50,866 9.46% Q4 2025 Feb 09, 2026
Arcadia Wealth Management, LLC History Added to 585,907 36,601 13.62% 12.71% 333 +51,219 9.58% Q4 2025 Feb 03, 2026
Galvin, Gaustad & Stein, LLC History Added to 584,362 36,505 2.85% 2.81% 334 +6,440 1.11% Q4 2025 Jan 23, 2026
Strid Group, LLC History Added to 583,541 36,453 4.54% 4.24% 335 +26,859 4.82% Q4 2025 Jan 26, 2026
Horizon Investments, LLC History Added to 582,877 36,412 0.46% 0.41% 336 +61,335 11.76% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Reduced 577,144 36,054 0.71% 0.76% 337 -30,909 -5.08% Q4 2025 Jan 14, 2026
Advisors Capital Management, LLC History Reduced 575,203 35,932 0.42% 0.45% 338 -29,299 -4.85% Q4 2025 Jan 29, 2026
Relyea Zuckerberg Hanson LLC History Added to 574,332 35,878 3.62% 3.15% 339 +73,997 14.79% Q4 2025 Jan 20, 2026
Apriem Advisors History Reduced 573,649 35,835 3.29% 3.28% 340 -5,148 -0.89% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 573,388 35,819 0.58% 0.49% 341 +170,959 42.48% Q4 2025 Mar 12, 2026
D'Orazio & Associates, Inc. History Added to 571,381 35,694 4.56% 4.47% 342 +6,934 1.23% Q4 2025 Feb 04, 2026
MAYPORT, LLC History Added to 570,460 35,636 7.18% 7.14% 343 +20,046 3.64% Q4 2025 Jan 21, 2026
Choate Investment Advisors History Added to 569,722 35,590 0.7% 0.64% 344 +55,340 10.76% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History Added to 568,020 35,484 1.15% 1.24% 345 +116,621 25.84% Q4 2025 Jan 20, 2026
1ST SOURCE BANK History Reduced 567,626 35,459 1.86% 1.91% 346 -37,943 -6.27% Q4 2025 Feb 05, 2026
INTRUST BANK NA History Reduced 566,257 35,374 2.93% 2.88% 347 -10,808 -1.87% Q4 2025 Feb 06, 2026
Equita Financial Network, Inc. History Added to 565,986 35,357 10.66% 10.46% 348 +49,428 9.57% Q4 2025 Jan 29, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 559,880 34,975 1.46% 1.42% 349 -824 -0.15% Q4 2025 Feb 09, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 559,449 34,948 2.17% 2.1% 350 +18,284 3.38% Q4 2025 Feb 17, 2026
Montis Financial, LLC History Added to 557,735 34,841 6.89% 7.35% 351 +26,024 4.89% Q4 2025 Feb 11, 2026
Inlight Wealth Management, LLC History Added to 556,615 34,771 12.73% 12.29% 352 +119,636 27.38% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Added to 555,111 34,677 0.77% 0.74% 353 +10,417 1.91% Q4 2025 Feb 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 552,635 34,523 0.43% 0.41% 354 +23,724 4.49% Q4 2025 Jan 29, 2026
Cambridge Advisors Inc. History Reduced 548,815 34,284 6.53% 6.7% 355 -23,497 -4.11% Q4 2025 Jan 21, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 548,491 34,264 7.71% 7.9% 356 -12,249 -2.18% Q4 2025 Jan 12, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 548,387 34,257 1.98% 1.91% 357 +16,530 3.11% Q4 2025 Jan 22, 2026
SEVEN MILE ADVISORY History Added to 547,293 34,189 5.87% 5.15% 358 +14,735 2.77% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 541,756 33,843 0.09% 0.09% 359 +63,930 13.38% Q4 2025 Jan 26, 2026
BANK OF NOVA SCOTIA History New 541,700 33,839 0.05% — 360 +541,700 New Q4 2025 Feb 13, 2026
Affiance Financial, LLC History Reduced 540,982 33,795 5.43% 5.95% 361 -4,085 -0.75% Q4 2025 Jan 21, 2026
Abacus Planning Group, Inc. History Reduced 540,549 33,768 4.49% 4.59% 362 -14,433 -2.6% Q4 2025 Jan 16, 2026
OKABENA INVESTMENT SERVICES INC History Added to 533,099 33,302 6.35% 5.59% 363 +52,908 11.02% Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History Added to 532,889 33,289 0.45% 0.3% 364 +273,578 105.5% Q4 2025 Feb 06, 2026
Mascoma Wealth Management LLC History Added to 531,364 33,194 7.12% 6.85% 365 +12,647 2.44% Q4 2025 Feb 04, 2026
VPR Management LLC History No change 525,600 32,834 14.63% 14.31% 366 0 0.0% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Added to 523,878 32,726 1.39% 0.77% 367 +140,083 36.5% Q4 2025 Feb 17, 2026
Cordant, Inc. History Added to 523,528 32,704 13.71% 13.6% 368 +20,569 4.09% Q4 2025 Jan 12, 2026
Atlantic Union Bankshares Corp History Added to 519,613 32,460 0.61% 0.58% 369 +6,702 1.31% Q4 2025 Feb 04, 2026
IEQ CAPITAL, LLC History Added to 519,190 32,433 0.1% 0.08% 370 +63,379 13.9% Q4 2025 Feb 13, 2026
ADVOCATE GROUP LLC History Added to 519,020 32,423 5.25% 4.9% 371 +21,215 4.26% Q4 2025 Jan 20, 2026
Operose Advisors LLC History Added to 517,824 32,348 7.54% 6.51% 372 +82,300 18.9% Q4 2025 Feb 10, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Added to 516,130 32,242 1.66% 1.52% 373 +16,805 3.37% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 515,743 32,233 0.59% 0.56% 374 +7,086 1.39% Q4 2025 Feb 11, 2026
Aufman Associates Inc History Added to 515,427 32,198 16.5% 17.38% 375 +92 0.02% Q4 2025 Feb 11, 2026
SilverOak Wealth Management LLC History Added to 515,236 32,186 5.04% 4.99% 376 +21,637 4.38% Q4 2025 Jan 28, 2026
Sovereign Financial Group, Inc. History Added to 515,175 32,182 5.54% 5.75% 377 +2,590 0.51% Q4 2025 Jan 07, 2026
BIP Wealth, LLC History Added to 514,651 32,150 1.13% 1.51% 378 +5,506 1.08% Q4 2025 Jan 21, 2026
SigFig Wealth Management, LLC History Reduced 514,163 32,132 0.96% 0.96% 379 -4,870 -0.94% Q4 2025 Jan 16, 2026
JFS WEALTH ADVISORS, LLC History Added to 513,808 32,097 1.81% 1.72% 380 +22,876 4.66% Q4 2025 Jan 14, 2026
St. Louis Trust Co History Added to 513,626 32,086 3.68% 3.48% 381 +47,179 10.11% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Added to 512,030 31,986 1.7% 1.68% 382 +22,205 4.53% Q4 2025 Jan 23, 2026
Ballentine Capital Advisors, Inc History Added to 510,131 31,867 13.42% 13.31% 383 +7,930 1.58% Q4 2025 Feb 02, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 508,888 31,790 3.49% 3.24% 384 +45,117 9.73% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 508,081 31,739 0.67% 0.59% 385 +100,348 24.61% Q4 2025 Jan 28, 2026
Axos Invest Inc. History Added to 507,798 31,722 23.32% 21.98% 386 +18,100 3.7% Q4 2025 Jan 23, 2026
GHP Investment Advisors, Inc. History Reduced 506,824 31,661 1.3% 1.28% 387 -1,761 -0.35% Q4 2025 Jan 27, 2026
Abound Wealth Management History Reduced 506,534 31,643 7.41% 7.63% 388 -2,384 -0.47% Q4 2025 Jan 12, 2026
STEPHENS INC /AR/ History Reduced 502,121 31,367 0.39% 0.4% 389 -16,073 -3.1% Q4 2025 Feb 05, 2026
CAPITAL ADVISORS INC/OK History Reduced 500,552 31,269 0.5% 0.51% 390 -7,217 -1.42% Q4 2025 Jan 15, 2026
Garde Capital, Inc. History Added to 498,902 31,166 1.85% 1.45% 391 +2,922 0.59% Q4 2025 Feb 10, 2026
Prosperity Advisers, LLC History New 492,880 30,790 25.42% — 392 +492,880 New Q4 2025 Jan 23, 2026
Fiera Capital Corp History Added to 492,211 30,748 0.1% 0.09% 393 +15,750 3.31% Q4 2025 Feb 11, 2026
Morton Brown Family Wealth, LLC History Added to 491,908 30,729 8.37% 8.34% 394 +7,124 1.47% Q4 2025 Jan 28, 2026
Trinity Financial Advisors LLC History Added to 487,192 30,434 8.51% 8.03% 395 +23,157 4.99% Q4 2025 Jan 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 486,009 30,361 0.47% 0.49% 396 -7,095 -1.44% Q4 2025 Feb 12, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 482,694 30,298 8.36% 8.27% 397 +30,155 6.66% Q4 2025 Jan 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 478,101 29,866 0.52% 0.38% 398 +180,889 60.86% Q4 2025 Feb 19, 2026
Brandywine Asset Management, Inc. History New 444,906 29,739 20.9% — 399 +444,906 New Q4 2025 Feb 12, 2026
PINNACLE ASSOCIATES LTD History Added to 474,732 29,656 0.38% 0.38% 400 +65 0.01% Q4 2025 Feb 05, 2026
AdvisorNet Financial, Inc History Added to 473,984 29,609 1.58% 1.56% 401 +13,970 3.04% Q4 2025 Jan 20, 2026
Per Stirling Capital Management, LLC. History Reduced 473,552 29,582 3.32% 3.4% 402 -1,270 -0.27% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Reduced 473,469 29,577 0.06% 0.09% 403 -61,891 -11.56% Q4 2025 Feb 17, 2026
JNBA Financial Advisors History Added to 472,679 29,528 2.58% 2.56% 404 +1,693 0.36% Q4 2025 Jan 26, 2026
Hassell Wealth Management, LLC History Reduced 452,390 29,468 9.85% 9.52% 405 -5,575 -1.22% Q4 2025 Jan 26, 2026
Kopp Family Office, LLC History Reduced 468,604 29,273 18.69% 19.21% 406 -23,971 -4.87% Q4 2025 Jan 12, 2026
American Trust History Reduced 468,513 29,267 2.46% 2.41% 407 -8,192 -1.72% Q4 2025 Feb 17, 2026
1900 WEALTH MANAGEMENT LLC History Added to 467,941 29,232 1.87% 1.88% 408 +5,715 1.24% Q4 2025 Jan 20, 2026
NorthRock Partners, LLC History Added to 461,848 28,851 0.49% 0.13% 409 +337,813 272.35% Q4 2025 Feb 17, 2026
NDVR, Inc. History Reduced 458,244 28,626 23.75% 23.18% 410 -5,819 -1.25% Q4 2025 Feb 12, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 455,712 28,468 5.97% 5.37% 411 +48,646 11.95% Q4 2025 Jan 07, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 453,398 28,323 0.01% 0.01% 412 +43,567 10.63% Q4 2025 Feb 02, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 451,746 28,220 0.38% 0.36% 413 -2,417 -0.53% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Reduced 454,649 28,120 2.49% 2.53% 414 -5,318 -1.16% Q4 2025 Jan 28, 2026
Mesirow Financial Investment Management, Inc. History Reduced 449,895 28,104 0.58% 0.71% 415 -210,002 -31.82% Q4 2025 Feb 05, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 447,571 27,959 0.88% 0.92% 416 -22,273 -4.74% Q4 2025 Jan 30, 2026
Hurlow Wealth Management Group, Inc. History Added to 446,032 27,863 6.82% 6.91% 417 +992 0.22% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Added to 442,922 27,669 2.27% 2.0% 418 +8,071 1.86% Q4 2025 Feb 17, 2026
71 West Capital Partners History New 442,800 27,661 1.27% — 419 +442,800 New Q4 2025 Feb 17, 2026
PITTENGER & ANDERSON INC History Added to 441,100 27,555 1.06% 0.93% 420 +19,281 4.57% Q4 2025 Feb 02, 2026
MYECFO, LLC History Added to 439,520 27,456 11.65% 11.4% 421 +21,441 5.13% Q4 2025 Jan 12, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History Reduced 407,487 27,452 19.94% 18.5% 422 -1,181 -0.29% Q4 2025 Feb 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 438,733 27,407 1.89% 1.99% 423 -3,206 -0.73% Q4 2025 Feb 02, 2026
Modern Wealth Management, LLC History Added to 438,158 27,371 0.5% 0.49% 424 +21,150 5.07% Q4 2025 Feb 17, 2026
Invst, LLC History Added to 437,929 27,357 2.97% 1.27% 425 +251,700 135.16% Q4 2025 Feb 11, 2026
Heritage Trust Co History Added to 436,161 27,246 2.77% 2.64% 426 +20,851 5.02% Q4 2025 Feb 10, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 436,130 27,245 1.06% 1.01% 427 +16,843 4.02% Q4 2025 Feb 04, 2026
Jordan Park Group LLC History Reduced 435,116 27,181 1.57% 1.51% 428 -6,940 -1.57% Q4 2025 Feb 10, 2026
Advisor OS, LLC History Added to 435,010 27,175 2.19% 2.08% 429 +33,638 8.38% Q4 2025 Feb 04, 2026
Level Financial Advisors History Added to 434,155 27,121 7.17% 6.94% 430 +23,062 5.61% Q4 2025 Jan 26, 2026
J.W. COLE ADVISORS, INC. History Reduced 671,887 26,875 0.65% 0.79% 431 -20,503 -2.96% Q4 2025 Feb 11, 2026
Twele Capital Management, Inc. History Added to 428,789 26,786 4.79% 4.72% 432 +1,728 0.4% Q4 2025 Jan 09, 2026
Concurrent Investment Advisors, LLC History Added to 427,770 26,722 0.3% 0.31% 433 +128,414 42.9% Q4 2025 Jan 29, 2026
LIBRA WEALTH LLC History Added to 426,184 26,623 7.45% 7.15% 434 +28,680 7.22% Q4 2025 Jan 28, 2026
Beirne Wealth Consulting Services, LLC History Added to 423,574 26,460 7.66% 5.99% 435 +6,916 1.66% Q4 2025 Jan 29, 2026
Bear Mountain Capital, Inc. History Added to 407,057 26,442 8.53% 8.18% 436 +4,547 1.13% Q4 2025 Jan 22, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 422,088 26,367 0.14% 0.13% 437 +9,716 2.36% Q4 2025 Jan 13, 2026
FRANKLIN RESOURCES INC History Added to 421,820 26,351 0.01% 0.01% 438 +37,326 9.71% Q4 2025 Feb 11, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 421,392 26,324 0.36% 0.4% 439 -87,112 -17.13% Q4 2025 Feb 13, 2026
United Financial Planning Group LLC History New 417,953 26,109 15.84% — 440 +417,953 New Q4 2025 Feb 11, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 417,437 26,077 1.6% 1.56% 441 +8,576 2.1% Q4 2025 Feb 12, 2026
Zuckerman Investment Group, LLC History Added to 415,225 25,939 2.32% 2.19% 442 +20,999 5.33% Q4 2025 Feb 13, 2026
Prime Buchholz LLC History Reduced 414,194 25,874 15.36% 14.51% 443 -26,397 -5.99% Q4 2025 Feb 11, 2026
Fiduciary Group, LLC History Added to 413,628 25,839 2.17% 2.12% 444 +9,917 2.46% Q4 2025 Feb 12, 2026
Balentine LLC History Reduced 411,536 25,708 0.98% 0.93% 445 -7,578 -1.81% Q4 2025 Feb 02, 2026
Equitable Holdings, Inc. History Reduced 410,362 25,635 0.18% 0.18% 446 -7,925 -1.89% Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 406,743 25,409 0.87% 0.76% 447 +48,977 13.69% Q4 2025 Feb 10, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 406,544 25,396 4.96% 4.72% 448 +35,086 9.45% Q4 2025 Feb 04, 2026
MOTIVE WEALTH ADVISORS History Reduced 405,873 25,354 10.8% 10.8% 449 -12,216 -2.92% Q4 2025 Jan 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 404,844 25,290 0.14% 0.12% 450 +59,969 17.39% Q4 2025 Feb 11, 2026
Focus Financial Network, Inc. History Added to 404,680 25,280 0.88% 0.81% 451 +26,481 7.0% Q4 2025 Jan 12, 2026
Cornerstone Wealth Advisors, Inc. History Added to 403,402 25,200 5.86% 5.03% 452 +56,457 16.27% Q4 2025 Jan 14, 2026
Gotham Asset Management, LLC History Added to 401,680 25,092 0.09% 0.09% 453 +52,696 15.1% Q4 2025 Feb 17, 2026
Aspen Grove Capital, LLC History Reduced 400,814 25,039 4.34% 4.82% 454 -77,432 -16.19% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 397,487 24,830 0.35% 0.33% 455 +19,194 5.07% Q4 2025 Feb 17, 2026
Stephenson & Company, Inc. History Added to 397,478 24,830 13.64% 13.52% 456 +4,539 1.16% Q4 2025 Jan 27, 2026
Hudock, Inc. History Added to 396,870 24,792 3.65% 3.55% 457 +7,105 1.82% Q4 2025 Feb 12, 2026
Simmons Bank History Reduced 396,410 24,763 1.66% 1.62% 458 -8,142 -2.01% Q4 2025 Feb 05, 2026
William Mack & Associates, Inc. History Added to 396,085 24,743 11.65% 8.53% 459 +131,362 49.62% Q4 2025 Feb 09, 2026
Rossmore Private Capital History Added to 395,639 24,715 2.2% 2.21% 460 +52,940 15.45% Q4 2025 Feb 05, 2026
ANDERSON HOAGLAND & CO History Added to 394,406 24,638 2.12% 2.1% 461 +3,810 0.98% Q4 2025 Jan 05, 2026
NerdWallet Wealth Partners, LLC History Added to 392,153 24,449 10.96% 10.18% 462 +44,946 12.95% Q4 2025 Jan 13, 2026
Waterford Advisors, LLC History Reduced 389,663 24,342 9.51% 8.1% 463 -1,366 -0.35% Q4 2025 Feb 20, 2026
Fort Point Capital Partners LLC History Added to 372,041 24,167 2.71% 2.21% 464 +58,250 18.56% Q4 2025 Feb 13, 2026
BURKETT FINANCIAL SERVICES, LLC History Reduced 386,261 24,129 8.23% 8.2% 465 -10,887 -2.74% Q4 2025 Jan 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 385,382 24,074 0.14% 0.17% 466 -4,172 -1.07% Q4 2025 Feb 17, 2026
TrustBank History New 384,629 24,027 10.02% — 467 +384,629 New Q4 2025 Feb 09, 2026
Intergy Private Wealth, LLC History Added to 384,543 24,022 7.25% 7.04% 468 +8,740 2.33% Q4 2025 Jan 22, 2026
TOEWS CORP /ADV History Reduced 381,059 23,804 3.46% 3.49% 469 -27,030 -6.62% Q4 2025 Jan 30, 2026
FIFTH THIRD SECURITIES, INC. History Added to 380,517 23,770 1.55% 1.41% 470 +35,891 10.41% Q4 2025 Jan 23, 2026
Procyon Advisors, LLC History Reduced 379,645 23,716 1.17% 1.36% 471 -2,765 -0.72% Q4 2025 Jan 07, 2026
One Degree Advisors Inc History Added to 379,182 23,687 6.51% 5.3% 472 +90,929 31.54% Q4 2025 Feb 06, 2026
Guardian Wealth Advisors, LLC History Reduced 378,824 23,665 13.35% 12.92% 473 -1,435 -0.38% Q4 2025 Feb 02, 2026
a16z Perennial Management, L.P. History Added to 377,596 23,588 1.77% 0.22% 474 +328,756 673.13% Q4 2025 Feb 10, 2026
MJP ASSOCIATES INC /ADV History Added to 376,073 23,493 2.94% 2.63% 475 +42,091 12.6% Q4 2025 Feb 06, 2026
Ashton Thomas Private Wealth, LLC History Added to 374,693 23,407 0.57% 0.51% 476 +46,887 14.3% Q4 2025 Jan 29, 2026
PFG Private Wealth Management, LLC History Added to 374,277 23,381 10.23% 6.95% 477 +114,264 43.95% Q4 2025 Jan 15, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 372,734 23,284 1.6% 1.54% 478 +666 0.18% Q4 2025 Jan 28, 2026
Orin Green Financial, LLC History Reduced 372,130 23,246 9.3% 8.95% 479 -1,593 -0.43% Q4 2025 Feb 06, 2026
Discipline Wealth Solutions, LLC History Added to 371,413 23,202 4.3% 4.96% 480 +57,201 18.2% Q4 2025 Jan 26, 2026
DRAVO BAY LLC History Added to 369,314 23,071 9.59% 9.61% 481 +6,144 1.69% Q4 2025 Jan 27, 2026
Rakuten Investment Management, Inc. History No change 384,275 22,945 0.08% 0.08% 482 0 0.0% Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Reduced 366,550 22,898 1.91% 1.93% 483 -21,853 -5.63% Q4 2025 Feb 13, 2026
Peak Retirement Planning, Inc. History Added to 366,490 22,894 5.36% 4.46% 484 +102,130 38.63% Q4 2025 Feb 10, 2026
Buck Wealth Strategies, LLC History Added to 364,560 22,774 2.89% 2.57% 485 +51,187 16.33% Q4 2025 Feb 03, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 363,943 22,735 5.98% 3.94% 486 +129,574 55.29% Q4 2025 Feb 06, 2026
CANADA LIFE ASSURANCE Co History Reduced 360,558 22,538 0.04% 0.03% 487 -4,401 -1.21% Q4 2025 Feb 13, 2026
Bay Harbor Wealth Management, LLC History Reduced 359,099 22,432 5.86% 5.95% 488 -8,633 -2.35% Q4 2025 Feb 02, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 357,966 22,362 0.33% 0.31% 489 +7,779 2.22% Q4 2025 Feb 12, 2026
Plancorp, LLC History Reduced 357,900 22,358 0.68% 0.69% 490 -8,018 -2.19% Q4 2025 Feb 05, 2026
Echo45 Advisors LLC History Reduced 354,046 22,117 12.62% 12.61% 491 -4,945 -1.38% Q4 2025 Feb 06, 2026
Wealthspire Retirement, LLC History Reduced 353,659 22,093 1.34% 1.42% 492 -17,243 -4.65% Q4 2025 Feb 18, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 353,510 22,083 1.06% 0.29% 493 +283,142 402.37% Q4 2025 Feb 12, 2026
Fairway Wealth LLC History Added to 352,279 22,006 5.94% 5.5% 494 +25,360 7.76% Q4 2025 Jan 28, 2026
F/m Investments LLC History Reduced 349,683 21,844 0.83% 0.83% 495 -9,959 -2.77% Q4 2025 Feb 03, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 349,486 21,832 0.24% 0.24% 496 +22,644 6.93% Q4 2025 Feb 02, 2026
ATMOS ADVISORY, LLC History Added to 348,079 21,744 12.6% 12.24% 497 +12,950 3.86% Q4 2025 Jan 21, 2026
Accredited Investors Inc. History Reduced 347,858 21,730 1.15% 1.21% 498 -15,287 -4.21% Q4 2025 Feb 05, 2026
KALEIDOSCOPE CAPITAL LP History Reduced 347,181 21,688 8.29% 6.43% 499 -28,202 -7.51% Q4 2025 Feb 13, 2026
Capital Asset Advisory Services LLC History Added to 337,834 21,668 0.87% 0.46% 500 +158,635 88.52% Q4 2025 Jan 09, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 345,687 21,595 1.25% 1.35% 501 +72,043 26.33% Q4 2025 Feb 09, 2026
Payne Capital Management, LLC History Added to 342,538 21,398 6.75% 6.56% 502 +2,323 0.68% Q4 2025 Feb 02, 2026
Aspire Private Capital, LLC History Reduced 342,186 21,376 4.75% 4.68% 503 -30,997 -8.31% Q4 2025 Jan 16, 2026
PENNEY FINANCIAL, LLC History Added to 341,986 21,363 8.24% 8.45% 504 +27,196 8.64% Q4 2025 Jan 21, 2026
Park Place Capital Corp History Added to 340,615 21,278 4.43% 4.17% 505 +11,241 3.41% Q4 2025 Jan 09, 2026
American Money Management, LLC History Added to 340,598 21,277 3.34% 3.39% 506 +1,825 0.54% Q4 2025 Feb 10, 2026
Level Wealth Management LLC History Reduced 340,571 21,275 10.88% 11.1% 507 -11,335 -3.22% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Added to 337,741 21,098 0.38% 0.39% 508 +18,307 5.73% Q4 2025 Jan 16, 2026
AMARA FINANCIAL, LLC. History Added to 336,393 21,014 14.55% 12.83% 509 +45,737 15.74% Q4 2025 Feb 03, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 334,329 20,885 15.92% 15.57% 510 +8,734 2.68% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 333,953 20,862 0.41% 0.46% 511 +128,318 62.4% Q4 2025 Feb 11, 2026
Stewardship Advisors, LLC History Added to 332,377 20,763 4.8% 3.76% 512 +67,166 25.33% Q4 2025 Jan 15, 2026
Applied Capital LLC History Added to 332,339 20,761 7.99% 7.85% 513 +7,387 2.27% Q4 2025 Jan 16, 2026
RAELIPSKIE PARTNERSHIP History Reduced 331,433 20,704 8.68% 8.57% 514 -1,625 -0.49% Q4 2025 Feb 04, 2026
Chesley Taft & Associates LLC History Added to 331,150 20,686 0.82% 0.74% 515 +40,482 13.93% Q4 2025 Jan 14, 2026
Geneos Wealth Management Inc. History Added to 328,964 20,550 0.5% 0.47% 516 +17,324 5.56% Q4 2025 Jan 28, 2026
RFG Advisory, LLC History Added to 327,507 20,459 0.39% 0.35% 517 +44,647 15.78% Q4 2025 Feb 03, 2026
Sand Hill Global Advisors, LLC History Reduced 326,830 20,417 0.71% 0.69% 518 -1,090 -0.33% Q4 2025 Feb 12, 2026
Regal Investment Advisors LLC History Added to 323,750 20,224 1.21% 1.14% 519 +31,045 10.61% Q4 2025 Feb 17, 2026
Portland Global Advisors LLC History Added to 323,176 20,188 2.17% 2.11% 520 +7,466 2.36% Q4 2025 Feb 10, 2026
Kearns & Associates LLC History Added to 318,398 19,890 10.28% 10.06% 521 +2,269 0.72% Q4 2025 Jan 08, 2026
CONTINUUM WEALTH ADVISORS, LLC History Added to 317,465 19,832 7.66% 7.43% 522 +26,515 9.11% Q4 2025 Feb 04, 2026
Rodgers & Associates, LTD History Added to 316,581 19,776 2.0% 1.92% 523 +5,636 1.81% Q4 2025 Jan 22, 2026
Telos Capital Management, Inc. History Added to 315,989 19,739 1.84% 1.81% 524 +900 0.29% Q4 2025 Jan 22, 2026
Rinkey Investments History Added to 314,960 19,675 5.0% 4.97% 525 +2,015 0.64% Q4 2025 Feb 04, 2026
Zhang Financial LLC History Added to 314,532 19,648 0.73% 0.74% 526 +11,210 3.7% Q4 2025 Feb 10, 2026
GILL CAPITAL PARTNERS, LLC History Added to 312,379 19,514 5.92% 4.84% 527 +47,748 18.04% Q4 2025 Feb 10, 2026
Stratos Wealth Partners, LTD. History Reduced 310,376 19,389 0.22% 0.23% 528 -14,004 -4.32% Q4 2025 Jan 20, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 307,815 19,229 0.66% 0.62% 529 -1,040 -0.34% Q4 2025 Feb 12, 2026
CSM Advisors, LLC History Added to 307,525 19,210 0.52% 0.42% 530 +53,857 21.23% Q4 2025 Feb 11, 2026
Latigo Investments, LLC History No change 306,975 19,176 9.44% 9.27% 531 0 0.0% Q4 2025 Feb 17, 2026
REDW Wealth LLC History Reduced 306,852 19,169 7.31% 7.24% 532 -12,900 -4.03% Q4 2025 Jan 28, 2026
WARNER FINANCIAL, INC History Added to 306,771 19,164 6.65% 6.55% 533 +14,210 4.86% Q4 2025 Jan 21, 2026
Integrated Wealth Concepts LLC History Reduced 305,293 19,071 0.23% 0.21% 534 -77,389 -20.22% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 304,104 18,997 0.28% 0.28% 535 -5,431 -1.75% Q4 2025 Feb 09, 2026
HT Partners LLC History Reduced 303,952 18,987 5.65% 5.6% 536 -1,833 -0.6% Q4 2025 Jan 21, 2026
Arcataur Capital Management LLC History Added to 303,402 18,953 5.43% 5.27% 537 +4,444 1.49% Q4 2025 Jan 27, 2026
Waterloo Capital, L.P. History Reduced 303,188 18,940 1.36% 2.16% 538 -182,316 -37.55% Q4 2025 Feb 10, 2026
Marathon Mission, Inc. History Added to 302,999 18,928 10.95% 10.59% 539 +6,854 2.31% Q4 2025 Jan 05, 2026
Thayer Partners, LLC / MA History New 302,210 18,879 9.18% — 540 +302,210 New Q4 2025 Feb 05, 2026
Summit Wealth Group, LLC History Added to 300,322 18,761 4.38% 4.35% 541 +178 0.06% Q4 2025 Feb 06, 2026
BAILARD, INC. History Added to 299,526 18,711 0.41% 0.38% 542 +7,801 2.67% Q4 2025 Feb 04, 2026
Cherry Tree Wealth Management, LLC History Added to 299,201 18,691 3.95% 3.82% 543 +8,873 3.06% Q4 2025 Feb 10, 2026
Ausdal Financial Partners, Inc. History Added to 295,009 18,429 0.86% 0.84% 544 +7,611 2.65% Q4 2025 Feb 13, 2026
CFS Investment Advisory Services, LLC History Added to 293,268 18,320 1.34% 1.3% 545 +8,125 2.85% Q4 2025 Feb 10, 2026
Bricktown Capital, LLC History Reduced 288,764 18,039 3.04% 3.15% 546 -30,000 -9.41% Q4 2025 Jan 15, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 288,285 18,009 4.28% 4.27% 547 +1,386 0.48% Q4 2025 Jan 26, 2026
JMAC ENTERPRISES LLC History Added to 286,030 17,868 3.42% 3.32% 548 +5,782 2.06% Q4 2025 Jan 21, 2026
Sterling Wealth Management, Inc. History Added to 285,130 17,812 5.08% 5.01% 549 +9,128 3.31% Q4 2025 Feb 17, 2026
Whitegate Investment Counselors, Inc. History Added to 284,384 17,765 5.55% 4.98% 550 +31,715 12.55% Q4 2025 Feb 10, 2026
Cerity Partners OCIO LLC History Added to 284,053 17,744 0.98% 0.8% 551 +21,896 8.35% Q4 2025 Feb 11, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 283,878 17,733 7.96% 8.15% 552 +200 0.07% Q4 2025 Jan 28, 2026
White Wing Wealth Management History Added to 283,426 17,705 10.57% 9.47% 553 +30,893 12.23% Q4 2025 Jan 15, 2026
Rareview Capital LLC History Reduced 310,463 17,699 11.48% 10.92% 554 -3,090 -0.99% Q4 2025 Jan 29, 2026
Asset Allocation Strategies LLC History Added to 280,830 17,543 3.25% 3.11% 555 +19,003 7.26% Q4 2025 Feb 13, 2026
Omnia Family Wealth, LLC History Added to 280,014 17,492 5.17% 4.52% 556 +47,904 20.64% Q4 2025 Jan 16, 2026
DiPaolo Financial Group, Inc. History New 279,815 17,480 18.61% — 557 +279,815 New Q4 2025 Feb 24, 2026
VCI Wealth Management LLC History Added to 279,727 17,474 4.86% 4.76% 558 +17,682 6.75% Q4 2025 Jan 27, 2026
SMITH, MOORE & CO. History Added to 278,444 17,394 1.31% 1.25% 559 +6,641 2.44% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 269,336 17,388 0.81% 0.07% 560 +248,104 1168.54% Q4 2025 Feb 03, 2026
Rialto Wealth Management, LLC History Reduced 275,907 17,235 4.12% 4.31% 561 -2,929 -1.05% Q4 2025 Jan 12, 2026
CAMDEN NATIONAL BANK History Added to 274,742 17,163 2.36% 1.89% 562 +48,843 21.62% Q4 2025 Feb 10, 2026
Hamilton Wealth, LLC History Added to 273,161 17,064 3.25% 3.38% 563 +3,011 1.11% Q4 2025 Feb 19, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 273,119 17,061 2.77% 2.85% 564 -10,600 -3.74% Q4 2025 Jan 07, 2026
Dynamic Advisor Solutions LLC History Reduced 272,209 17,004 0.55% 0.48% 565 -3,766 -1.36% Q4 2025 Jan 09, 2026
CoreCap Advisors, LLC History Reduced 271,752 16,976 0.59% 0.6% 566 -2,607 -0.95% Q4 2025 Jan 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 271,671 16,971 0.34% 0.34% 567 +4,818 1.81% Q4 2025 Feb 06, 2026
Trust Co of the South History Reduced 271,544 16,963 2.73% 2.83% 568 -12,801 -4.5% Q4 2025 Jan 05, 2026
YANKCOM Partnership History Added to 270,998 16,930 7.2% 7.09% 569 +8,153 3.1% Q4 2025 Jan 20, 2026
Unconventional Investor, LLC History Added to 271,005 16,929 8.04% 7.22% 570 +30,790 12.82% Q4 2025 Feb 05, 2026
ADE, LLC History Added to 269,731 16,850 8.16% 7.95% 571 +7,236 2.76% Q4 2025 Feb 10, 2026
Gordian Advisors LLC History Reduced 268,722 16,787 11.12% 11.13% 572 -7,815 -2.83% Q4 2025 Feb 09, 2026
INVESTMENT PARTNERS, LTD. History Added to 267,283 16,697 5.84% 5.45% 573 +9,050 3.5% Q4 2025 Feb 10, 2026
Topsail Wealth Management, LLC History Reduced 265,694 16,597 2.43% 2.72% 574 -1,989 -0.74% Q4 2025 Feb 04, 2026
Vident Advisory, LLC History Reduced 265,272 16,571 0.15% 0.2% 575 -92,615 -25.88% Q4 2025 Feb 18, 2026
FIRST MANHATTAN CO. LLC. History Added to 264,747 16,538 0.04% 0.04% 576 +8,734 3.41% Q4 2025 Feb 17, 2026
HILLTOP WEALTH ADVISORS, LLC History Added to 263,486 16,459 8.27% 8.06% 577 +5,328 2.06% Q4 2025 Jan 14, 2026
Parkwood LLC History No change 262,127 16,375 1.27% 1.43% 578 0 0.0% Q4 2025 Feb 17, 2026
Integrity Wealth Solutions LLC History Added to 261,782 16,353 6.47% 6.95% 579 +1,769 0.68% Q4 2025 Feb 02, 2026
Wealth Forward, LLC History Added to 260,812 16,292 9.2% 8.97% 580 +3,101 1.2% Q4 2025 Jan 30, 2026
FMA Wealth Management, LLC History Added to 260,257 16,258 10.54% 10.58% 581 +3,059 1.19% Q4 2025 Jan 13, 2026
Hillcrest Wealth Advisors - NY, LLC History Added to 259,083 16,184 6.97% 6.88% 582 +3,600 1.41% Q4 2025 Jan 12, 2026
HM PAYSON & CO History Added to 258,574 16,153 0.23% 0.07% 583 +181,898 237.23% Q4 2025 Feb 12, 2026
Austin Private Wealth, LLC History Reduced 258,218 16,130 1.2% 1.26% 584 -18,173 -6.58% Q4 2025 Jan 20, 2026
Carrera Capital Advisors History Added to 257,967 16,115 2.71% 2.76% 585 +1,089 0.42% Q4 2025 Jan 30, 2026
Towerpoint Wealth, LLC History Added to 257,899 16,110 6.38% 6.15% 586 +7,187 2.87% Q4 2025 Jan 15, 2026
INTEGRATED WEALTHCARE, LLC History New 257,622 16,093 13.53% — 587 +257,622 New Q4 2025 Jan 23, 2026
Rochester Wealth Strategies, LLC History Added to 256,963 16,052 10.08% 9.87% 588 +5,097 2.02% Q4 2025 Jan 15, 2026
Clearstead Advisors, LLC History Added to 256,213 16,005 0.2% 0.2% 589 +1,660 0.65% Q4 2025 Feb 09, 2026
Western Reserve Capital Management, LLC History New 254,506 15,898 14.82% — 590 +254,506 New Q4 2025 Feb 10, 2026
Steffes Financial, Ltd. History New 253,046 15,807 8.25% — 591 +253,046 New Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History Added to 251,855 15,733 2.74% 2.59% 592 +118,650 89.07% Q4 2025 Jan 26, 2026
HB Wealth Management, LLC History Added to 251,769 15,728 0.1% 0.1% 593 +11,203 4.66% Q4 2025 Jan 28, 2026
Crestmont Private Wealth LLC History Added to 251,706 15,724 5.11% 4.96% 594 +1,182 0.47% Q4 2025 Feb 10, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 251,474 15,709 1.28% 2.37% 596 -208,587 -45.34% Q4 2025 Feb 17, 2026
Keystone Global Partners, LLC History Added to 251,477 15,709 6.91% 7.19% 595 +16,028 6.81% Q4 2025 Jan 14, 2026
Empower Advisory Group, LLC History Reduced 250,192 15,629 0.04% 0.05% 597 -71,051 -22.12% Q4 2025 Feb 12, 2026
Hiley Hunt Wealth Management History Reduced 248,765 15,540 6.95% 7.05% 598 -1,352 -0.54% Q4 2025 Jan 06, 2026
MOLLER WEALTH PARTNERS History Reduced 248,490 15,523 3.25% 3.27% 599 -12,847 -4.92% Q4 2025 Jan 08, 2026
Cornerstone Planning Group LLC History Added to 232,473 15,510 2.42% 0.01% 600 +232,028 52141.12% Q4 2025 Feb 02, 2026
BRIGHTON JONES LLC History Reduced 246,948 15,426 0.57% 0.36% 601 -5,943 -2.35% Q4 2025 Jan 27, 2026
Smith & Howard Wealth Management, LLC History Reduced 246,806 15,417 3.47% 3.42% 602 -801 -0.32% Q4 2025 Feb 03, 2026
NWAM LLC History Reduced 240,674 15,412 0.86% 0.81% 603 -4,735 -1.93% Q4 2025 Feb 04, 2026
Brindle & Bay Financial Advisors, LLC History New 246,596 15,404 10.25% — 604 +246,596 New Q4 2025 Jan 29, 2026
Retirement Wealth Solutions LLC History Reduced 246,011 15,368 9.71% 9.85% 605 -4,178 -1.67% Q4 2025 Jan 07, 2026
TMB Capital Partners, LLC History New 243,965 15,240 5.21% — 606 +243,965 New Q4 2025 Feb 19, 2026
FF Advisors,LLC History Added to 241,603 15,092 6.72% 6.44% 607 +16,729 7.44% Q4 2025 Feb 13, 2026
Coastline Trust Co History Added to 240,789 15,042 1.41% 1.37% 608 +27,180 12.72% Q4 2025 Jan 05, 2026
Green Ridge Wealth Planning LLC History New 240,618 15,031 7.69% — 610 +240,618 New Q4 2025 Mar 11, 2026
Gould Capital, LLC History Reduced 240,617 15,031 9.26% 8.99% 609 -1,653 -0.68% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Reduced 240,586 15,029 0.03% 0.03% 611 -1,986 -0.82% Q4 2025 Feb 12, 2026
CONSILIO WEALTH ADVISORS, LLC History New 240,303 15,011 4.39% — 612 +240,303 New Q4 2025 Mar 19, 2026
MGO ONE SEVEN LLC History Added to 239,997 14,992 0.31% 0.29% 613 +29,895 14.23% Q4 2025 Feb 03, 2026
Vavra Capital Management, LLC History New 239,736 14,976 14.71% — 614 +239,736 New Q4 2025 Jan 22, 2026
NewSquare Capital LLC History Reduced 239,383 14,954 1.32% 1.38% 615 -100,473 -29.56% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 238,965 14,928 0.27% 0.28% 616 -1,200 -0.5% Q4 2025 Jan 23, 2026
ASPIRIANT, LLC History Added to 238,514 14,900 0.43% 0.25% 617 +101,044 73.5% Q4 2025 Jan 20, 2026
Bristlecone Value Partners, LLC History New 237,281 14,822 17.1% — 618 +237,281 New Q4 2025 Feb 13, 2026
Sunesis Advisors, LLC History Reduced 237,156 14,815 6.71% 6.87% 619 -8,294 -3.38% Q4 2025 Feb 02, 2026
Turtle Creek Wealth Advisors, LLC History Added to 236,659 14,784 1.16% 1.27% 620 +186 0.08% Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Added to 236,007 14,743 0.33% 0.34% 621 +15,531 7.04% Q4 2025 Feb 06, 2026
MACKENZIE FINANCIAL CORP History Added to 234,993 14,726 0.02% 0.02% 622 +17,222 7.91% Q4 2025 Feb 18, 2026
1834 INVESTMENT ADVISORS CO History Added to 235,415 14,706 1.84% 1.71% 623 +2,402 1.03% Q4 2025 Jan 29, 2026
Aerodigm Wealth, LLC History Reduced 235,150 14,689 5.17% 6.28% 624 -12,062 -4.88% Q4 2025 Feb 06, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 234,854 14,671 1.32% 1.22% 625 +14,550 6.6% Q4 2025 Jan 16, 2026
EPACRIA CAPITAL PARTNERS, LLC History No change 234,089 14,623 11.58% 11.38% 626 0 0.0% Q4 2025 Feb 17, 2026
MSH Capital Advisors LLC History Added to 231,513 14,462 3.09% 3.46% 627 +15,951 7.4% Q4 2025 Feb 09, 2026
STALEY CAPITAL ADVISERS INC History Added to 231,301 14,449 0.6% 0.49% 628 +33,126 16.72% Q4 2025 Feb 05, 2026
Thrive Capital Management, LLC History Added to 231,291 14,448 3.22% 2.15% 629 +92,351 66.47% Q4 2025 Feb 09, 2026
Seven Post Investment Office LP History Reduced 230,974 14,428 5.16% 5.29% 630 -13,935 -5.69% Q4 2025 Jan 29, 2026
AE Wealth Management LLC History Added to 230,609 14,406 0.08% 0.08% 631 +22,057 10.58% Q4 2025 Jan 26, 2026
Etesian Wealth Advisors, Inc. History Added to 230,112 14,375 4.51% 4.4% 632 +7,551 3.39% Q4 2025 Feb 11, 2026
InvesTrust History Added to 229,823 14,357 5.55% 4.81% 633 +10,403 4.74% Q4 2025 Jan 14, 2026
Beacon Financial Strategies CORP History Added to 228,582 14,279 7.97% 8.03% 634 +1,391 0.61% Q4 2025 Jan 12, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 228,335 14,264 1.43% 1.38% 635 +7,788 3.53% Q4 2025 Jan 27, 2026
Goldstone Financial Group, LLC History Added to 227,824 14,232 1.59% 1.55% 636 +9,356 4.28% Q4 2025 Feb 13, 2026
Objectivity Squared, LLC History Added to 227,623 14,219 7.95% 7.87% 637 +7,531 3.42% Q4 2025 Feb 02, 2026
CENTRAL BANK & TRUST CO History Reduced 227,524 14,213 2.2% 2.16% 638 -1,381 -0.6% Q4 2025 Jan 09, 2026
Callan Family Office, LLC History Added to 227,480 14,210 0.31% 0.18% 639 +134,730 145.26% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 227,104 14,188 0.02% 0.02% 640 -7,319 -3.12% Q4 2025 Feb 05, 2026
Dynasty Wealth Management, LLC History Reduced 226,761 14,165 0.14% 0.2% 641 -24,729 -9.83% Q4 2025 Feb 10, 2026
Obermeyer Wealth Partners History Added to 225,655 14,096 0.64% 0.51% 642 +44,260 24.4% Q4 2025 Jan 29, 2026
Fifth Third Wealth Advisors LLC History Added to 225,591 14,092 0.49% 0.41% 643 +39,695 21.35% Q4 2025 Jan 15, 2026
Enclave Advisors LLC History Added to 223,904 13,987 1.98% 1.86% 644 +20,203 9.92% Q4 2025 Jan 14, 2026
OPPENHEIMER & CO INC History Reduced 223,038 13,933 0.2% 0.22% 645 -84,310 -27.43% Q4 2025 Feb 02, 2026
Ensign Peak Advisors, Inc History No change 222,384 13,892 0.02% 0.02% 646 0 0.0% Q4 2025 Feb 12, 2026
Eagle Strategies LLC History Added to 221,638 13,845 1.77% 1.61% 647 +20,229 10.04% Q4 2025 Jan 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 220,943 13,802 0.09% 0.06% 648 +69,664 46.05% Q4 2025 Feb 17, 2026
Warwick Investment Management, Inc. History Added to 219,468 13,710 2.11% 1.62% 649 +64,153 41.31% Q4 2025 Jan 15, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 219,427 13,707 1.55% 1.56% 650 +257 0.12% Q4 2025 Feb 12, 2026
Evercore Wealth Management, LLC History Added to 218,960 13,678 0.2% 0.18% 651 +8,875 4.22% Q4 2025 Feb 17, 2026
Horizons Wealth Management History Added to 218,422 13,644 8.94% 8.82% 652 +2,405 1.11% Q4 2025 Jan 05, 2026
KITCHING PARTNERS, LLC History Added to 218,144 13,627 12.44% 11.2% 653 +20,328 10.28% Q4 2025 Feb 18, 2026
Fonville Wealth Management LLC History Added to 217,483 13,586 2.78% 2.76% 654 +13,001 6.36% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 214,435 13,395 0.13% 0.15% 655 -27,040 -11.2% Q4 2025 Feb 13, 2026
Mittelman Wealth Management History Added to 214,116 13,375 8.69% 8.08% 656 +8,184 3.97% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 213,493 13,336 0.34% 0.34% 657 +3,943 1.88% Q4 2025 Feb 17, 2026
Clarity Wealth Development LLC History Added to 212,910 13,300 11.25% 10.98% 658 +15,659 7.94% Q4 2025 Feb 11, 2026
Highview Capital Management LLC/DE/ History Added to 212,774 13,291 4.69% 4.68% 659 +342 0.16% Q4 2025 Jan 27, 2026
Gutierrez Wealth Advisory, LLC History Added to 212,251 13,259 8.33% 7.85% 660 +7,350 3.59% Q4 2025 Feb 06, 2026
Fortitude Family Office, LLC History Reduced 211,745 13,227 3.08% 3.53% 661 -7,290 -3.33% Q4 2025 Jan 15, 2026
Phoenix Wealth Advisors History Added to 210,446 13,146 5.06% 4.8% 662 +2,091 1.0% Q4 2025 Jan 22, 2026
FCA CORP /TX History Reduced 210,402 13,143 3.71% 3.62% 663 -6,943 -3.19% Q4 2025 Feb 11, 2026
Arkadios Wealth Advisors History Added to 209,043 13,058 0.25% 0.27% 664 +23,565 12.71% Q4 2025 Feb 13, 2026
Avos Capital Management, LLC History Reduced 208,783 13,042 5.7% 5.86% 665 -856 -0.41% Q4 2025 Feb 13, 2026
Gallagher Fiduciary Advisors, LLC History Added to 208,692 13,036 0.42% 0.02% 666 +200,042 2312.62% Q4 2025 Feb 17, 2026
WESCAP Management Group, Inc. History Reduced 208,684 13,036 2.64% 2.75% 667 -9,845 -4.51% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 208,064 12,997 0.27% 0.27% 668 -1,545 -0.74% Q4 2025 Feb 18, 2026
Tenon Financial LLC History Reduced 207,832 12,983 5.47% 6.89% 669 -15,958 -7.13% Q4 2025 Jan 16, 2026
Blueprint Investment Partners LLC History Reduced 207,176 12,942 1.38% 1.77% 670 -3,599 -1.71% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Reduced 206,354 12,890 0.6% 0.62% 671 -6,080 -2.86% Q4 2025 Feb 13, 2026
CGN Advisors LLC History Added to 206,333 12,889 1.02% 1.01% 672 +1,576 0.77% Q4 2025 Jan 05, 2026
Deane Retirement Strategies, Inc. History Reduced 206,269 12,885 5.33% 5.33% 673 -537 -0.26% Q4 2025 Jan 28, 2026
Eagle Bay Advisors LLC History Reduced 205,909 12,863 9.39% 9.93% 674 -5,088 -2.41% Q4 2025 Jan 23, 2026
BKM Wealth Management, LLC History Added to 203,581 12,717 4.65% 4.37% 675 +5,678 2.87% Q4 2025 Jan 29, 2026
Wind River Trust Co History No change 202,975 12,679 4.73% 4.5% 676 0 0.0% Q4 2025 Feb 05, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 202,358 12,642 0.37% 0.74% 677 +6,870 3.51% Q4 2025 Feb 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 200,749 12,540 0.6% 0.62% 678 -11,375 -5.36% Q4 2025 Jan 23, 2026
Auour Investments LLC History Added to 200,579 12,530 3.99% 3.6% 679 +16,038 8.69% Q4 2025 Jan 12, 2026
K2 Financial Inc. History Reduced 195,762 12,517 9.67% 9.52% 680 -2,345 -1.18% Q4 2025 Jan 22, 2026
Live Oak Investment Partners History Reduced 199,280 12,449 7.65% 7.97% 681 -1,482 -0.74% Q4 2025 Jan 29, 2026
BIRCHBROOK, INC. History Reduced 198,851 12,422 6.19% 6.2% 682 -1,292 -0.65% Q4 2025 Feb 04, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 198,176 12,380 2.35% 1.82% 683 -19,062 -8.77% Q4 2025 Feb 02, 2026
NICOLET BANKSHARES INC History Added to 197,735 12,352 1.98% 1.53% 684 +39,239 24.76% Q4 2025 Feb 09, 2026
Stratos Wealth Advisors, LLC History Added to 197,058 12,310 0.59% 0.52% 685 +15,125 8.31% Q4 2025 Jan 20, 2026
IF Advisors, LLC History New 195,837 12,233 9.94% — 686 +195,837 New Q4 2025 Feb 10, 2026
First Heartland Consultants, Inc. History Added to 195,414 12,207 0.93% 0.92% 687 +4,573 2.4% Q4 2025 Jan 09, 2026
Cadence Bank History Added to 195,398 12,206 0.71% 0.66% 688 +13,195 7.24% Q4 2025 Jan 30, 2026
IFG Advisors, LLC History Added to 195,181 12,192 2.03% 1.9% 689 +804 0.41% Q4 2025 Jan 13, 2026
Duncan Williams Asset Management, LLC History Added to 181,890 12,150 3.02% 2.17% 690 +53,209 41.35% Q4 2025 Feb 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 193,580 12,092 0.04% 0.04% 691 0 0.0% Q4 2025 Jan 15, 2026
Forbes Financial Planning, Inc. History Added to 192,974 12,060 7.05% 5.45% 692 +55,261 40.13% Q4 2025 Jan 26, 2026
Manske Wealth Management History Added to 192,916 12,051 3.56% 3.54% 693 +126 0.07% Q4 2025 Feb 03, 2026
Values Added Financial LLC History Reduced 192,882 12,049 5.09% 5.16% 694 -896 -0.46% Q4 2025 Jan 16, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 192,276 12,011 1.62% 1.56% 695 +6,633 3.57% Q4 2025 Feb 12, 2026
PFW Advisors LLC History Added to 189,688 11,849 3.58% 3.2% 696 +8,921 4.94% Q4 2025 Jan 12, 2026
Strategic Blueprint, LLC History Reduced 189,308 11,826 0.7% 0.5% 697 -1,168 -0.61% Q4 2025 Jan 30, 2026
Opus Capital Group, LLC History Reduced 188,949 11,804 1.28% 1.27% 698 -197 -0.1% Q4 2025 Jan 30, 2026
SBI Securities Co., Ltd. History Reduced 188,844 11,797 0.3% 0.29% 699 -1,945 -1.02% Q4 2025 Feb 03, 2026
FIRST HORIZON CORP History Added to 188,708 11,788 0.53% 0.38% 700 +52,599 38.64% Q4 2025 Jan 27, 2026
Integrity Advisory Solutions, LLC History Reduced 188,344 11,765 1.69% 1.83% 701 -2,725 -1.43% Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History Added to 187,681 11,724 0.49% 0.45% 702 +14,745 8.53% Q4 2025 Jan 16, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 187,076 11,686 0.64% 0.63% 703 +635 0.34% Q4 2025 Jan 13, 2026
Drucker Wealth 3.0, LLC History Reduced 187,016 11,682 2.05% 2.08% 704 -7,584 -3.9% Q4 2025 Feb 03, 2026
Sterling Group Wealth Management, LLC History Reduced 186,298 11,638 5.63% 5.68% 705 -5,132 -2.68% Q4 2025 Jan 27, 2026
Meridian Wealth Advisors, LLC History Added to 186,068 11,623 1.61% 1.28% 706 +35,103 23.25% Q4 2025 Feb 17, 2026
Trace Wealth Advisors, LLC History Added to 186,022 11,620 8.39% 8.28% 707 +1,060 0.57% Q4 2025 Feb 12, 2026
PARK NATIONAL CORP /OH/ History Added to 185,466 11,586 0.36% 0.34% 708 +2,005 1.09% Q4 2025 Jan 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 185,034 11,559 2.05% 2.1% 709 -3,801 -2.01% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History Reduced 184,652 11,535 0.61% 0.61% 710 -9,428 -4.86% Q4 2025 Feb 11, 2026
ASSOCIATED BANC-CORP History Added to 184,397 11,519 0.29% 0.27% 711 +13,345 7.8% Q4 2025 Feb 06, 2026
Avant Financial Advisors LLC History Reduced 183,841 11,484 8.25% 8.31% 712 -193 -0.1% Q4 2025 Jan 15, 2026
Martel Wealth Advisors Inc History Reduced 183,530 11,465 1.96% 1.97% 713 -4,423 -2.35% Q4 2025 Jan 21, 2026
Capasso Planning Partners LLC History Added to 183,410 11,457 6.28% 6.24% 714 +13,558 7.98% Q4 2025 Feb 17, 2026
Elevated Capital Advisors, LLC History Reduced 183,344 11,453 2.67% 2.77% 715 -2,575 -1.39% Q4 2025 Jan 27, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 181,937 11,368 5.23% 5.36% 716 +4,207 2.37% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 181,456 11,362 0.31% 0.31% 717 +2,393 1.34% Q4 2025 Jan 30, 2026
Redwood Investment Management, LLC History Added to 181,652 11,348 1.28% 1.08% 718 +14,717 8.82% Q4 2025 Feb 17, 2026
Stone Summit Wealth LLC History Added to 181,188 11,318 3.07% 2.85% 719 +13,429 8.0% Q4 2025 Jan 27, 2026
Black Diamond Financial, LLC History Added to 179,950 11,241 1.19% 1.18% 720 +4,750 2.71% Q4 2025 Feb 03, 2026
Aurelius Family Office LLC History Reduced 175,710 11,236 4.83% 4.79% 721 -3,946 -2.2% Q4 2025 Jan 09, 2026
Frank, Rimerman Advisors LLC History Added to 179,379 11,205 0.71% 0.68% 722 +3,433 1.95% Q4 2025 Jan 15, 2026
Shotwell Rutter Baer Inc History Added to 174,418 11,152 6.7% 6.74% 723 +2,789 1.63% Q4 2025 Jan 12, 2026
Rockbridge Investment Management, LCC History Reduced 177,638 11,097 1.03% 1.05% 724 -364 -0.2% Q4 2025 Feb 04, 2026
Integrated Investment Consultants, LLC History Reduced 177,469 11,086 2.17% 1.82% 725 -1,472 -0.82% Q4 2025 Mar 03, 2026
Atlatl Advisers LLC History Added to 177,042 11,059 4.24% 3.97% 726 +10,096 6.05% Q4 2025 Feb 09, 2026
Bleakley Financial Group, LLC History Added to 176,990 11,056 0.19% 0.13% 727 +85,202 92.82% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Added to 176,855 11,048 0.19% 0.19% 728 +913 0.52% Q4 2025 Jan 22, 2026
Timmons Wealth Management, LLC History New 176,762 11,042 10.87% — 729 +176,762 New Q4 2025 Feb 12, 2026
Security Financial Services, INC. History Added to 176,219 11,008 1.73% 1.7% 730 +482 0.27% Q4 2025 Jan 27, 2026
Newport Capital Group, LLC History Added to 175,969 10,993 6.72% 6.56% 731 +1,868 1.07% Q4 2025 Feb 13, 2026
Stonehearth Capital Management, LLC History Added to 175,234 10,946 4.05% 4.03% 732 +1,602 0.92% Q4 2025 Jan 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 174,767 10,917 0.03% 0.0% 733 +157,767 928.04% Q4 2025 Jan 26, 2026
Elite Life Management LLC History Added to 162,010 10,914 17.71% 19.63% 734 +2,805 1.76% Q4 2025 Feb 09, 2026
CBIZ Investment Advisory Services, LLC History No change 174,321 10,889 0.41% 0.41% 735 0 0.0% Q4 2025 Feb 09, 2026
True North Advisors, LLC History New 174,258 10,885 1.41% — 736 +174,258 New Q4 2025 Jan 22, 2026
Roth Financial Partners LLC History Reduced 173,862 10,869 3.59% 3.53% 737 -825 -0.47% Q4 2025 Jan 29, 2026
Paulson Wealth Management Inc. History Added to 173,676 10,849 2.51% 2.46% 738 +100 0.06% Q4 2025 Feb 05, 2026
Roundview Capital LLC History Added to 173,414 10,833 0.67% 0.61% 739 +11,292 6.97% Q4 2025 Feb 09, 2026
Mission Hills Financial Advisory, LLC History Added to 173,226 10,821 5.71% 5.44% 740 +2,433 1.42% Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Added to 172,683 10,787 0.81% 0.79% 741 +1,211 0.71% Q4 2025 Jan 29, 2026
Tortoise Investment Management, LLC History Reduced 170,856 10,673 0.94% 0.91% 742 -140 -0.08% Q4 2025 Feb 06, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 170,788 10,669 3.19% 3.19% 743 +2,593 1.54% Q4 2025 Jan 26, 2026
HEADINVEST, LLC History Added to 169,741 10,603 2.11% 1.95% 744 +12,228 7.76% Q4 2025 Feb 02, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 169,363 10,580 6.84% 5.95% 745 -14,265 -7.77% Q4 2025 Feb 09, 2026
New Hampshire Trust History Reduced 169,283 10,575 2.06% 2.05% 746 -7,552 -4.27% Q4 2025 Jan 29, 2026
First Bancorp, Inc /ME/ History Added to 169,014 10,558 5.61% 5.35% 747 +1,163 0.69% Q4 2025 Jan 26, 2026
Johnson Bixby & Associates, LLC History Added to 168,855 10,548 1.31% 1.26% 748 +4,577 2.79% Q4 2025 Jan 14, 2026
Arete Wealth Advisors, LLC History Added to 168,565 10,530 0.64% 0.61% 749 +7,082 4.39% Q4 2025 Feb 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 199,278 10,523 0.96% 0.96% 750 0 0.0% Q4 2025 Feb 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 168,209 10,507 0.48% 0.52% 751 -18,483 -9.9% Q4 2025 Feb 17, 2026
HARDING LOEVNER LP History Added to 168,181 10,506 0.09% 0.01% 752 +150,367 844.09% Q4 2025 Feb 17, 2026
Kraft, Davis & Associates, LLC History Reduced 162,567 10,494 2.35% 2.43% 753 -335 -0.21% Q4 2025 Jan 14, 2026
Disciplina Capital Management LLC History Reduced 167,860 10,486 1.2% 1.4% 754 -24,555 -12.76% Q4 2025 Feb 11, 2026
Global Strategic Investment Solutions, LLC History Added to 167,578 10,468 1.02% 1.0% 755 +152 0.09% Q4 2025 Jan 29, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 165,470 10,336 0.3% 0.26% 756 +16,197 10.85% Q4 2025 Feb 13, 2026
Twin Cities Retirement Group LLC History New 165,369 10,330 9.97% — 757 +165,369 New Q4 2025 Feb 09, 2026
Integrated Advisors Network LLC History Added to 164,078 10,249 0.45% 0.41% 758 +1,286 0.79% Q4 2025 Feb 17, 2026
Grove Bank & Trust History Added to 163,127 10,190 1.15% 1.11% 759 +4,648 2.93% Q4 2025 Jan 08, 2026
Excelsior Advisor Network LLC History New 163,077 10,187 4.95% — 760 +163,077 New Q4 2025 Feb 13, 2026
Tarbox Family Office, Inc. History Reduced 162,893 10,175 1.64% 1.5% 761 -7,730 -4.53% Q4 2025 Jan 21, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 162,096 10,126 2.25% 2.4% 762 -12,258 -7.03% Q4 2025 Jan 13, 2026
Main Street Financial Solutions, LLC History Reduced 161,302 10,076 0.75% 0.67% 763 -13,096 -7.51% Q4 2025 Feb 17, 2026
Tilson Financial Group, Inc. History Added to 159,866 9,986 3.07% 2.93% 764 +11,125 7.48% Q4 2025 Feb 05, 2026
CONNING INC. History Added to 159,445 9,960 0.33% 0.3% 765 +8,354 5.53% Q4 2025 Feb 05, 2026
AlphaCore Capital LLC History Added to 158,533 9,903 0.22% 0.27% 766 +22,885 16.87% Q4 2025 Feb 05, 2026
Capital International Investors History Added to 157,629 9,897 0.0% 0.0% 767 +115,421 273.46% Q4 2025 Feb 11, 2026
Michelson Medical Research Foundation, Inc. History No change 158,160 9,880 9.9% 8.24% 768 0 0.0% Q4 2025 Feb 17, 2026
Arrowroot Family Office, LLC History Added to 158,063 9,874 3.59% 2.75% 769 +42,863 37.21% Q4 2025 Feb 11, 2026
DBK Financial Counsel, LLC History Reduced 157,876 9,862 7.57% 8.12% 770 -3,339 -2.07% Q4 2025 Jan 26, 2026
Miller Investment Management, LP History Added to 157,476 9,837 0.96% 0.38% 771 +94,137 148.62% Q4 2025 Feb 11, 2026
E&R Wealth Management, LLC History New 157,419 9,833 10.26% — 772 +157,419 New Q4 2025 Feb 11, 2026
Pitcairn Wealth Advisors LLC History New 157,079 9,812 0.88% — 773 +157,079 New Q4 2025 Feb 13, 2026
Rosenberg Matthew Hamilton History Reduced 157,050 9,810 2.03% 2.04% 774 -554 -0.35% Q4 2025 Jan 05, 2026
Allianz Asset Management GmbH History Added to 156,844 9,798 0.01% 0.01% 775 +12,842 8.92% Q4 2025 Feb 11, 2026
Monument Group Wealth Advisors, LLC History Reduced 154,680 9,662 5.27% 5.84% 776 -10,940 -6.61% Q4 2025 Jan 15, 2026
Piedmont Capital Management, LLC/NC History New 154,639 9,660 6.35% — 777 +154,639 New Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History Added to 154,009 9,620 6.02% 4.15% 778 +53,446 53.15% Q4 2025 Feb 10, 2026
Prudent Man Advisors, LLC History Reduced 148,459 9,618 3.5% 3.43% 779 -1,333 -0.89% Q4 2025 Feb 11, 2026
Campion Asset Management History Added to 153,962 9,617 6.68% 6.37% 780 +4,136 2.76% Q4 2025 Feb 17, 2026
Verus Advisory, Inc. History New 152,270 9,561 6.24% — 781 +152,270 New Q4 2025 Feb 20, 2026
Diversify Advisory Services, LLC History Reduced 146,361 9,533 0.3% 0.3% 782 -1,205 -0.82% Q4 2025 Jan 23, 2026
BSW Wealth Partners History Added to 151,550 9,467 1.14% 1.09% 783 +5,123 3.5% Q4 2025 Jan 23, 2026
Elmwood Wealth Management, Inc. History Added to 150,662 9,411 2.97% 3.14% 784 +2,508 1.69% Q4 2025 Jan 08, 2026
CWA Asset Management Group, LLC History Reduced 149,654 9,348 0.34% 0.33% 785 -1,341 -0.89% Q4 2025 Jan 07, 2026
Stembrook Asset Management, LLC History New 149,094 9,313 8.8% — 786 +149,094 New Q4 2025 Feb 13, 2026
Centennial Bank/AR/ History Reduced 149,024 9,309 3.7% 3.56% 788 -2,097 -1.39% Q4 2025 Feb 17, 2026
SELDON CAPITAL LP History No change 149,017 9,309 3.22% 3.14% 787 0 0.0% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Reduced 147,668 9,224 0.41% 0.44% 789 -2,276 -1.52% Q4 2025 Feb 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 147,541 9,216 0.67% 0.64% 790 +11,844 8.73% Q4 2025 Feb 09, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 146,734 9,213 0.62% 0.6% 791 +13,965 10.52% Q4 2025 Jan 15, 2026
BRANDYWINE TRUST CO History No change 147,227 9,197 1.61% 1.34% 792 0 0.0% Q4 2025 Feb 13, 2026
CVA Family Office, LLC History Added to 147,131 9,191 1.06% 1.12% 793 +1,946 1.34% Q4 2025 Jan 12, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 135,734 9,144 1.31% 1.25% 794 +10,110 8.05% Q4 2025 Feb 11, 2026
Victrix Investment Advisors History New 146,010 9,121 3.53% — 795 +146,010 New Q4 2025 Feb 11, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 145,696 9,101 1.88% 2.01% 796 +424 0.29% Q4 2025 Feb 10, 2026
Ascent Group, LLC History Reduced 145,511 9,090 0.31% 0.34% 797 -15,904 -9.85% Q4 2025 Jan 20, 2026
Emprise Bank History Reduced 144,925 9,053 3.76% 3.84% 798 -3,449 -2.32% Q4 2025 Jan 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 144,675 9,037 0.0% — 799 +144,675 New Q4 2025 Feb 13, 2026
Foundation Wealth Management, LLC\PA History Added to 144,656 9,036 3.28% 2.82% 800 +23,012 18.92% Q4 2025 Jan 15, 2026