VANGUARD WORLD FUND - VGT

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 14,864,359 11,204,456 0.82% 0.76% 1 -202,247 -1.34% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 6,420,110 4,839,351 0.3% 0.28% 2 +252,341 4.09% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 2,151,255 1,621,573 0.1% 0.1% 3 +25,901 1.22% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 1,543,645 1,163,569 0.21% 0.22% 4 +18,634 1.22% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,527,790 1,151,617 0.19% 0.2% 5 -190,621 -11.09% Q4 2025 Jan 29, 2026
LPL Financial LLC History Added to 1,301,922 981,362 0.27% 0.27% 6 +39,217 3.11% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,297,055 977,602 1.11% 0.87% 7 +571,488 78.76% Q4 2025 Feb 13, 2026
PGIM Custom Harvest LLC History Added to 834,677 629,162 9.29% 9.17% 8 +19,137 2.35% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 799,290 602,464 0.19% 0.19% 9 +2,408 0.3% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 746,915 563,010 0.09% — 10 +746,915 New Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Reduced 686,084 517,303 0.12% 0.12% 11 -17,871 -2.54% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 632,525 476,784 0.3% 0.31% 12 +4,111 0.65% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 582,000 438,699 0.05% 0.03% 13 +191,414 49.01% Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 553,542 417,248 3.36% 3.24% 14 +22,202 4.18% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Added to 413,961 312,035 0.34% 0.34% 15 +11,411 2.83% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 409,138 308,418 0.28% 0.28% 16 +4,930 1.22% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 345,707 260,587 0.08% 0.08% 17 -48,244 -12.25% Q4 2025 Feb 10, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 336,862 253,920 2.2% 4.96% 18 -402,868 -54.46% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Reduced 336,406 253,576 0.28% 0.3% 19 -9,483 -2.74% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 310,518 234,062 0.13% 0.14% 20 -3,647 -1.16% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Reduced 302,908 228,325 1.56% 1.68% 21 -2,786 -0.91% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 220,100 220,100 0.13% — 22 +220,100 New Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 287,237 216,514 0.39% 0.36% 23 +37,879 15.19% Q4 2025 Mar 16, 2026
Russell Investments Group, Ltd. History Reduced 277,790 209,392 0.23% 0.24% 24 -6,133 -2.16% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 277,215 208,960 0.48% 0.48% 25 +7,478 2.77% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Added to 269,715 203,509 0.3% 0.23% 26 +38,302 16.55% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 251,932 189,900 0.28% 0.31% 27 -4,421 -1.72% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 249,617 188,156 0.29% 0.34% 28 -25,640 -9.31% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Added to 247,707 186,716 0.03% 0.02% 29 +71,507 40.58% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 224,513 169,233 0.03% 0.02% 30 +82,803 58.43% Q4 2025 Feb 12, 2026
TAIYO LIFE INSURANCE CO History No change 212,000 159,801 13.68% 13.87% 31 0 0.0% Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 208,513 157,172 0.21% 0.21% 32 -5,464 -2.55% Q4 2025 Feb 12, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 204,727 154,319 0.8% 0.84% 33 0 0.0% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 201,308 151,113 0.45% 0.3% 34 +72,979 56.87% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 181,490 136,803 0.18% 0.18% 35 +1,107 0.61% Q4 2025 Feb 02, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 176,919 133,358 13.67% 13.88% 36 -1,117 -0.63% Q4 2025 Jan 30, 2026
Cambridge Investment Research Advisors, Inc. History Added to 171,531 129,297 0.34% 0.35% 37 +293 0.17% Q4 2025 Feb 05, 2026
Compass Financial Group, INC/SD History Added to 154,860 116,730 16.67% 16.67% 38 +6,321 4.26% Q4 2025 Jan 27, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 149,812 112,924 7.63% 7.85% 39 +668 0.45% Q4 2025 Jan 08, 2026
Creative Planning History Added to 147,369 111,083 0.08% 0.08% 40 +3,475 2.41% Q4 2025 Feb 17, 2026
Beacon Capital Management, Inc. History Reduced 145,740 109,855 5.88% 5.97% 41 -21,600 -12.91% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 141,028 106,303 0.01% 0.01% 42 +10,220 7.81% Q4 2025 Mar 25, 2026
M&T BANK CORP History Reduced 139,299 105,000 0.34% 0.35% 43 -122 -0.09% Q4 2025 Jan 30, 2026
NORTHERN TRUST CORP History Added to 130,570 98,421 0.01% 0.01% 44 +732 0.56% Q4 2025 Feb 17, 2026
71 West Capital Partners History New 124,645 93,954 4.32% — 45 +124,645 New Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History New 117,120 88,282 0.12% — 46 +117,120 New Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 117,003 88,194 0.12% 0.11% 47 +98 0.08% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 116,909 88,123 0.18% 0.14% 48 +31,735 37.26% Q4 2025 Jan 23, 2026
Corient Private Wealth LLC History Added to 314,346 86,612 0.12% 0.1% 49 +230,130 273.26% Q4 2025 Mar 09, 2026
BAILARD, INC. History Added to 113,885 85,845 1.9% 1.84% 50 +181 0.16% Q4 2025 Feb 04, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 109,893 82,835 17.57% 17.63% 51 -164 -0.15% Q4 2025 Jan 27, 2026
AGF MANAGEMENT LTD History Reduced 96,779 72,950 0.32% 0.33% 52 -3,458 -3.45% Q4 2025 Feb 17, 2026
Silicon Valley Capital Partners History Reduced 94,410 71,164 6.48% 6.8% 53 -2,143 -2.22% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 91,226 68,764 0.38% 0.63% 54 -89,922 -49.64% Q4 2025 Jan 29, 2026
Mariner, LLC History Added to 89,966 67,814 0.08% 0.07% 55 +13,092 17.03% Q4 2025 Feb 13, 2026
Yarbrough Capital, LLC History No change 89,058 67,130 2.09% 2.07% 56 0 0.0% Q4 2025 Jan 14, 2026
WBH ADVISORY INC History Reduced 88,336 66,585 4.93% 5.06% 57 -410 -0.46% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Reduced 87,119 65,668 0.16% 0.18% 58 -1,860 -2.09% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 83,687 64,264 0.09% 0.1% 59 -648 -0.77% Q4 2025 Jan 08, 2026
Spire Wealth Management History Reduced 83,787 63,157 2.12% 2.19% 60 -2,341 -2.72% Q4 2025 Jan 14, 2026
Systematic Alpha Investments, LLC History No change 82,300 62,036 1.94% 2.02% 61 0 0.0% Q4 2025 Feb 12, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 81,904 61,737 1.98% 2.01% 62 -1,734 -2.07% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 81,807 61,664 0.25% 0.27% 63 +3,386 4.32% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 79,515 59,936 0.04% 0.03% 64 +14,470 22.25% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 75,182 56,670 0.33% 0.36% 65 -1,399 -1.83% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 74,496 56,153 0.71% 0.73% 66 -985 -1.3% Q4 2025 Feb 10, 2026
FMR LLC History Added to 73,224 55,194 0.0% 0.0% 67 +1,686 2.36% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 70,417 53,078 0.21% 0.2% 68 -2,037 -2.81% Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Added to 70,115 52,851 0.92% 0.89% 69 +2,975 4.43% Q4 2025 Jan 22, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 67,784 51,094 11.48% 11.64% 70 +585 0.87% Q4 2025 Jan 14, 2026
Fisher Asset Management, LLC History Reduced 65,695 49,520 0.02% 0.02% 71 -1,605 -2.38% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History Added to 65,278 49,205 1.0% 1.08% 72 +1,721 2.71% Q4 2025 Feb 09, 2026
Private Advisor Group, LLC History Reduced 63,395 47,785 0.22% 0.25% 73 -3,851 -5.73% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 62,866 47,386 0.02% 0.02% 74 +2,053 3.38% Q4 2025 Feb 12, 2026
TRUST CO OF OKLAHOMA History Added to 61,233 46,156 13.46% 13.47% 75 +260 0.43% Q4 2025 Jan 14, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 58,778 44,305 1.53% 1.58% 76 -97 -0.16% Q4 2025 Feb 12, 2026
Madison Asset Management, LLC History Reduced 58,121 43,810 0.5% 0.49% 77 -1,705 -2.85% Q4 2025 Feb 04, 2026
PINNACLE ASSOCIATES LTD History Reduced 57,212 43,125 0.55% 0.57% 78 -384 -0.67% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 55,993 42,206 0.23% 0.26% 79 -4,165 -6.92% Q4 2025 Feb 12, 2026
IEQ CAPITAL, LLC History Added to 54,007 40,709 0.12% 0.1% 80 +9,535 21.44% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 52,642 39,681 0.08% 0.08% 81 +12,838 32.25% Q4 2025 Feb 17, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 52,210 39,355 6.92% 7.65% 82 -1,166 -2.18% Q4 2025 Jan 21, 2026
PARK NATIONAL CORP /OH/ History Reduced 51,350 38,706 1.21% 1.23% 83 -1,408 -2.67% Q4 2025 Jan 05, 2026
FIL Ltd History No change 50,264 37,887 0.03% 0.03% 84 0 0.0% Q4 2025 Feb 17, 2026
CVA Family Office, LLC History Added to 49,914 37,624 4.33% 4.13% 85 +6,937 16.14% Q4 2025 Jan 12, 2026
FIFTH THIRD BANCORP History Added to 48,853 36,824 0.12% 0.11% 86 +1,522 3.22% Q4 2025 Feb 02, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 11,897 36,802 0.02% 0.0% 87 +3,553 42.58% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Added to 48,344 36,440 0.94% 0.92% 88 +289 0.6% Q4 2025 Feb 03, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 47,361 35,699 0.92% 0.94% 89 -1,840 -3.74% Q4 2025 Jan 07, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 46,889 35,344 0.29% 0.28% 90 +1,433 3.15% Q4 2025 Feb 13, 2026
Winthrop Capital Management, LLC History Reduced 46,099 34,749 8.1% 8.35% 91 -165 -0.36% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 45,083 33,982 0.02% 0.01% 92 +17,417 62.95% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 44,448 33,504 0.08% 0.08% 93 +1,959 4.61% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Added to 43,558 32,833 0.05% 0.05% 94 +5,900 15.67% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 43,176 32,545 0.5% 0.63% 95 +66 0.15% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 42,867 32,384 0.17% 0.07% 96 +29,012 209.4% Q4 2025 Feb 17, 2026
Mokosak Advisory Group, LLC History Added to 42,697 32,230 8.09% 8.35% 97 +7 0.02% Q4 2025 Feb 03, 2026
Marotta Asset Management History Reduced 41,916 31,595 5.85% 6.47% 98 -3,770 -8.25% Q4 2025 Jan 07, 2026
Portfolio Strategies, Inc. History Reduced 39,794 29,984 3.47% 3.57% 99 -1,394 -3.38% Q4 2025 Jan 27, 2026
FIRST MERCHANTS CORP History Added to 38,968 29,373 1.09% 1.05% 100 +1,636 4.38% Q4 2025 Jan 12, 2026
Keebeck Wealth Management History Reduced 38,914 29,332 3.38% 3.44% 101 -81 -0.21% Q4 2025 Feb 17, 2026
BARINGS LLC History Added to 38,218 28,807 0.53% 0.22% 102 +22,807 147.99% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 38,081 28,705 1.07% 0.58% 103 +26,212 220.84% Q4 2025 Feb 04, 2026
Capital Advisors Wealth Management, LLC History Reduced 37,801 28,493 3.88% 4.03% 104 -59 -0.16% Q4 2025 Jan 21, 2026
Enclave Advisors LLC History Reduced 37,764 28,465 4.03% 4.35% 105 -367 -0.96% Q4 2025 Jan 14, 2026
Gratus Wealth Advisors, LLC History Reduced 37,314 28,126 3.9% 3.97% 106 -490 -1.3% Q4 2025 Feb 04, 2026
NewEdge Advisors, LLC History Reduced 37,300 28,115 0.1% 0.13% 107 -324 -0.86% Q4 2025 Feb 18, 2026
Wiser Wealth Management, Inc History Reduced 36,989 27,881 6.2% 6.38% 108 -394 -1.05% Q4 2025 Jan 12, 2026
Pathstone Holdings, LLC History New 36,412 27,446 0.11% — 109 +36,412 New Q4 2025 Feb 13, 2026
XML Financial, LLC History Reduced 35,998 27,134 2.21% 2.22% 110 -594 -1.62% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 35,011 26,390 0.02% — 111 +35,011 New Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 34,331 25,878 0.67% 0.78% 112 -340 -0.98% Q4 2025 Feb 02, 2026
Stratos Wealth Partners, LTD. History Reduced 34,055 25,670 0.29% 0.3% 113 -305 -0.89% Q4 2025 Jan 20, 2026
AlphaCore Capital LLC History Reduced 33,609 25,333 0.57% 0.88% 114 -1,403 -4.01% Q4 2025 Feb 05, 2026
Baker Ellis Asset Management LLC History Reduced 33,423 25,193 3.03% 3.17% 115 -998 -2.9% Q4 2025 Jan 21, 2026
BLAIR WILLIAM & CO/IL History Added to 33,335 25,127 0.07% 0.07% 116 +158 0.48% Q4 2025 Feb 17, 2026
Wealth Group Ltd History Reduced 33,015 24,886 5.57% 6.14% 117 -2,552 -7.18% Q4 2025 Jan 12, 2026
IFP Advisors, Inc History Reduced 32,813 24,733 0.56% 0.64% 118 -201 -0.61% Q4 2025 Feb 06, 2026
White Lighthouse Investment Management Inc. History Reduced 32,684 24,636 3.44% 3.81% 119 -772 -2.31% Q4 2025 Feb 09, 2026
BBR PARTNERS, LLC History No change 31,981 24,106 1.29% 1.38% 120 0 0.0% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 31,790 23,962 0.01% 0.01% 121 -1,716 -5.12% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 31,642 23,851 0.05% 0.04% 122 +6,534 26.02% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 31,594 23,814 0.05% 0.05% 123 +3,387 12.01% Q4 2025 Jan 30, 2026
SCOTIA CAPITAL INC. History Reduced 30,288 22,829 0.09% 0.1% 124 -819 -2.63% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Reduced 29,819 22,476 0.09% 0.1% 125 -848 -2.77% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 29,336 22,112 0.25% 0.26% 126 -861 -2.85% Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 29,326 22,105 1.09% 1.15% 127 -652 -2.17% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Added to 29,279 22,069 0.14% 0.13% 128 +2,646 9.94% Q4 2025 Jan 28, 2026
SCS Capital Management LLC History Reduced 29,251 22,048 0.23% 0.24% 129 -419 -1.41% Q4 2025 Feb 10, 2026
Perigon Wealth Management, LLC History Reduced 29,021 21,875 0.39% 0.44% 130 -94 -0.32% Q4 2025 Jan 16, 2026
Anchor Investment Management, LLC History Reduced 28,254 21,297 1.73% 1.83% 131 -1,299 -4.4% Q4 2025 Feb 26, 2026
Financial Perspectives, Inc History Added to 27,803 20,957 5.65% 5.72% 132 +161 0.58% Q4 2025 Jan 28, 2026
Annex Advisory Services, LLC History Reduced 27,628 20,825 0.4% 0.44% 133 -187 -0.67% Q4 2025 Jan 26, 2026
WELCH CAPITAL PARTNERS LLC/NY History No change 27,310 20,586 4.13% 4.2% 134 0 0.0% Q4 2025 Feb 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 27,239 20,532 0.36% 0.33% 135 +2,171 8.66% Q4 2025 Feb 12, 2026
REDSTONE WEALTH MANAGEMENT, LLC History New 27,187 20,493 16.19% — 136 +27,187 New Q4 2025 Feb 09, 2026
Concurrent Investment Advisors, LLC History Added to 27,078 20,411 0.23% 0.33% 137 +1,166 4.5% Q4 2025 Jan 29, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 26,561 20,019 1.68% 1.73% 138 -54 -0.2% Q4 2025 Feb 03, 2026
World Investment Advisors History Added to 26,252 19,788 0.32% 0.13% 139 +17,777 209.76% Q4 2025 Mar 12, 2026
OPPENHEIMER & CO INC History Added to 26,244 19,782 0.28% 0.23% 140 +1,065 4.23% Q4 2025 Feb 02, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 26,037 19,626 4.41% 4.79% 141 -1,251 -4.58% Q4 2025 Jan 12, 2026
Cornerstone Advisory, LLC History Reduced 25,947 19,558 1.86% 1.93% 142 -398 -1.51% Q4 2025 Jan 28, 2026
Sound View Wealth Advisors Group, LLC History Reduced 25,436 19,172 1.29% 1.31% 143 -94 -0.37% Q4 2025 Jan 08, 2026
Karpus Management, Inc. History Reduced 24,977 18,827 0.58% 0.6% 144 -525 -2.06% Q4 2025 Feb 17, 2026
KTF INVESTMENTS, LLC History New 24,812 18,702 3.07% — 145 +24,812 New Q4 2025 Jan 30, 2026
SIMON QUICK ADVISORS, LLC History Added to 24,514 18,478 0.81% 0.83% 146 +83 0.34% Q4 2025 Jan 29, 2026
Beacon Capital Management, LLC History Reduced 24,442 18,423 2.86% 2.75% 147 -1,436 -5.55% Q4 2025 Feb 13, 2026
NRI Wealth Management LC History Added to 24,255 18,282 9.32% 9.62% 148 +149 0.62% Q4 2025 Jan 22, 2026
Wheelhouse Advisory Group LLC History Reduced 23,467 17,856 6.79% 7.58% 149 -90 -0.38% Q4 2025 Jan 29, 2026
MGO ONE SEVEN LLC History Reduced 23,658 17,833 0.36% 0.41% 150 -290 -1.21% Q4 2025 Feb 03, 2026
Main Management LLC History Added to 23,472 17,693 1.27% 1.22% 151 +1,101 4.92% Q4 2025 Feb 10, 2026
Leeward Financial Partners, LLC History Reduced 23,423 17,655 4.96% 5.03% 152 -271 -1.14% Q4 2025 Feb 09, 2026
NATIXIS ADVISORS, LLC History Added to 23,371 17,617 0.02% 0.02% 153 +592 2.6% Q4 2025 Feb 10, 2026
KWMG, LLC History Reduced 23,364 17,610 1.52% 1.54% 154 -117 -0.5% Q4 2025 Jan 16, 2026
J.W. COLE ADVISORS, INC. History Added to 26,942 17,556 0.43% 0.37% 155 +1,224 4.76% Q4 2025 Feb 11, 2026
Curi Capital, LLC History Reduced 23,162 17,459 0.3% 0.35% 156 -2,666 -10.32% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 23,049 17,374 0.56% 0.75% 157 +1,148 5.24% Q4 2025 Jan 20, 2026
Curran Financial Partners, LLC History Added to 22,947 17,296 3.28% 3.31% 158 +526 2.35% Q4 2025 Jan 22, 2026
Gotham Asset Management, LLC History Added to 22,914 17,272 0.06% 0.05% 159 +6,699 41.31% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 22,773 17,165 0.21% 0.3% 160 -7,587 -24.99% Q4 2025 Jan 29, 2026
Hartford Financial Management Inc. History Added to 22,501 16,961 4.41% 4.29% 161 +814 3.75% Q4 2025 Jan 21, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 22,307 16,814 0.38% 0.4% 162 -103 -0.46% Q4 2025 Jan 27, 2026
Curtis Advisory Group, LLC History Reduced 22,183 16,721 3.51% 3.76% 163 -32 -0.14% Q4 2025 Jan 23, 2026
Kinloch Capital, LLC History Reduced 22,132 16,682 7.19% 7.54% 164 -959 -4.15% Q4 2025 Feb 20, 2026
Madden Advisory Services, Inc. History Reduced 21,665 16,330 6.57% 6.49% 165 -773 -3.45% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 21,584 16,269 0.18% 0.17% 166 +1,658 8.32% Q4 2025 Feb 05, 2026
FORONJY FINANCIAL LLC History Reduced 21,317 16,068 6.71% 6.98% 167 -39 -0.18% Q4 2025 Feb 03, 2026
BlackRock, Inc. History Added to 21,310 16,062 0.0% 0.0% 168 +10,938 105.46% Q4 2025 Feb 12, 2026
Allianz Asset Management GmbH History Added to 21,150 15,942 0.02% 0.01% 169 +9,050 74.79% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 21,059 15,873 0.13% 0.16% 170 -2,414 -10.28% Q4 2025 Jan 26, 2026
Praetorian Wealth Management, Inc. History Reduced 21,004 15,832 3.14% 3.33% 171 -733 -3.37% Q4 2025 Jan 14, 2026
Dorsey & Whitney Trust CO LLC History Reduced 20,853 15,718 0.83% 0.83% 172 -112 -0.53% Q4 2025 Feb 11, 2026
JMAC ENTERPRISES LLC History Added to 20,721 15,619 2.99% 3.05% 173 +49 0.24% Q4 2025 Jan 21, 2026
Gibraltar Capital Management, Inc. History Reduced 20,720 15,618 2.66% 2.87% 174 -675 -3.15% Q4 2025 Feb 02, 2026
FCA CORP /TX History Reduced 20,707 15,608 4.41% 4.64% 175 -1,670 -7.46% Q4 2025 Feb 11, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 20,612 15,536 5.86% 6.18% 176 -509 -2.41% Q4 2025 Jan 13, 2026
GTS SECURITIES LLC History Added to 20,588 15,518 0.53% 0.01% 177 +20,220 5494.57% Q4 2025 Feb 13, 2026
Crewe Advisors LLC History Added to 20,552 15,491 1.37% 1.45% 178 +173 0.85% Q4 2025 Jan 16, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 20,466 15,427 0.2% 0.2% 179 +1,967 10.63% Q4 2025 Feb 10, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 20,313 15,311 2.21% 2.2% 180 +336 1.68% Q4 2025 Jan 28, 2026
Fifth Third Wealth Advisors LLC History Reduced 20,300 15,301 0.54% 0.65% 181 -3,386 -14.3% Q4 2025 Jan 15, 2026
Triangle Securities Wealth Management History Reduced 20,192 15,220 3.21% 3.47% 182 -326 -1.59% Q4 2025 Jan 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 20,031 15,098 0.26% 0.07% 183 +15,894 384.19% Q4 2025 Feb 19, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 19,972 15,054 0.08% 0.08% 184 +2,446 13.96% Q4 2025 Feb 11, 2026
Snowden Capital Advisors LLC History Added to 19,639 14,803 0.38% 0.4% 185 +194 1.0% Q4 2025 Feb 17, 2026
TRUE Private Wealth Advisors History Added to 19,485 14,687 1.47% 1.46% 186 +383 2.01% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 19,360 14,593 0.51% 0.56% 187 -1,402 -6.75% Q4 2025 Jan 13, 2026
Sage Mountain Advisors LLC History No change 19,227 14,492 0.77% 0.82% 188 0 0.0% Q4 2025 Jan 23, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 19,122 14,413 2.05% 2.1% 189 -419 -2.14% Q4 2025 Jan 14, 2026
Mutual Advisors, LLC History Reduced 19,034 14,347 0.31% 0.42% 190 -5,912 -23.7% Q4 2025 Feb 02, 2026
GREENWOOD GEARHART INC History Added to 18,997 14,319 0.79% 0.82% 191 +21 0.11% Q4 2025 Feb 04, 2026
Beacon Pointe Advisors, LLC History Added to 18,697 14,093 0.1% 0.11% 192 +530 2.92% Q4 2025 Feb 18, 2026
MOKAN Wealth Management Inc. History Added to 18,523 13,964 6.19% 4.45% 193 +6,660 56.14% Q4 2025 Jan 26, 2026
Wall Street Financial Group, Inc. History Reduced 18,499 13,954 10.16% 10.26% 194 -262 -1.4% Q4 2025 Jan 16, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 18,502 13,946 5.05% — 195 +18,502 New Q4 2025 Mar 26, 2026
US BANCORP \DE\ History Added to 18,259 13,763 0.02% 0.01% 196 +1,780 10.8% Q4 2025 Jan 30, 2026
Certified Advisory Corp History Reduced 18,202 13,720 1.25% 1.36% 197 -957 -5.0% Q4 2025 Jan 12, 2026
Strengthening Families & Communities, LLC History Added to 18,099 13,642 4.86% 2.77% 198 +1,154 6.81% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 18,085 13,631 0.19% 0.2% 199 +252 1.41% Q4 2025 Feb 17, 2026
Osbon Capital Management LLC History New 18,064 13,615 12.74% — 200 +18,064 New Q4 2025 Mar 16, 2026
Hobart Private Capital, LLC History Reduced 17,786 13,406 2.62% 2.86% 201 -489 -2.68% Q4 2025 Jan 27, 2026
Magnolia Wealth Management, LLC History Reduced 17,724 13,359 7.98% 8.46% 202 -583 -3.18% Q4 2025 Jan 27, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 17,629 13,288 4.31% 4.76% 203 -779 -4.23% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 17,598 13,264 0.15% 0.14% 204 +1,423 8.8% Q4 2025 Jan 15, 2026
Wilmington Savings Fund Society, FSB History Reduced 17,153 12,929 0.3% 0.37% 205 -3,399 -16.54% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Reduced 16,897 12,736 0.72% 0.75% 206 -452 -2.61% Q4 2025 Feb 06, 2026
Atlas Legacy Advisors, LLC History Added to 16,891 12,728 2.23% 2.35% 207 +569 3.49% Q4 2025 Jan 29, 2026
First PREMIER Bank History Reduced 16,883 12,726 2.92% 3.01% 208 -878 -4.94% Q4 2025 Jan 23, 2026
Integrated Wealth Concepts LLC History Reduced 16,868 12,714 0.15% 0.16% 209 -6,533 -27.92% Q4 2025 Feb 13, 2026
Olistico Wealth, LLC History Added to 16,841 12,694 6.19% 6.52% 210 +318 1.92% Q4 2025 Jan 13, 2026
Western Wealth Management, LLC History Added to 16,731 12,611 0.58% 0.61% 211 +1,161 7.46% Q4 2025 Feb 05, 2026
Capital Planning LLC History Reduced 16,568 12,525 3.51% 3.69% 212 -413 -2.43% Q4 2025 Jan 23, 2026
SWAN Capital LLC History Reduced 16,613 12,522 4.87% 5.63% 213 -1,977 -10.63% Q4 2025 Feb 12, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 16,451 12,400 1.0% 1.05% 214 +289 1.79% Q4 2025 Feb 12, 2026
BOKF, NA History Reduced 16,394 12,357 0.19% 0.19% 215 -676 -3.96% Q4 2025 Feb 03, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 16,367 12,337 3.81% 3.9% 216 +89 0.55% Q4 2025 Feb 12, 2026
Asset One Wealth Management LLC History New 16,381 12,335 1.69% — 217 +16,381 New Q4 2025 Feb 17, 2026
BIP Wealth, LLC History Reduced 16,150 12,173 0.43% 0.63% 218 -975 -5.69% Q4 2025 Jan 21, 2026
Farther Finance Advisors, LLC History Added to 15,798 11,907 0.13% 0.16% 219 +1,864 13.38% Q4 2025 Jan 23, 2026
Apollon Financial, LLC History Added to 15,795 11,905 1.73% 0.63% 220 +10,693 209.58% Q4 2025 Jan 22, 2026
IFG Advisory, LLC History Reduced 15,759 11,879 0.52% 0.54% 221 -246 -1.54% Q4 2025 Feb 10, 2026
JBR Co Financial Management Inc History Reduced 15,633 11,783 4.93% 5.11% 222 -537 -3.32% Q4 2025 Jan 06, 2026
Retirement Planning Group, LLC History Added to 15,571 11,736 0.39% 0.26% 223 +5,727 58.18% Q4 2025 Feb 03, 2026
Squarepoint Ops LLC History Added to 15,444 11,641 0.01% 0.0% 224 +14,163 1105.62% Q4 2025 Feb 13, 2026
Prospera Financial Services Inc History Added to 15,342 11,598 0.19% 0.18% 225 +1,089 7.64% Q4 2025 Feb 09, 2026
D.A. DAVIDSON & CO. History Added to 15,382 11,595 0.07% 0.07% 226 +181 1.19% Q4 2025 Jan 29, 2026
Pinnacle Financial Partners, Inc. History New 15,361 11,593 0.09% — 227 +15,361 New Q4 2025 Feb 18, 2026
GLENMEDE TRUST CO NA History New 15,335 11,559 0.05% — 228 +15,335 New Q4 2025 Feb 17, 2026
New Insight Wealth Advisors History Added to 15,307 11,537 4.12% 4.11% 229 +674 4.61% Q4 2025 Feb 17, 2026
Royal Fund Management, LLC History Added to 15,233 11,531 1.05% 1.3% 230 +681 4.68% Q4 2025 Jan 15, 2026
Bouchey Financial Group Ltd History Reduced 15,224 11,475 0.86% 0.88% 231 -138 -0.9% Q4 2025 Jan 16, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 15,117 11,395 0.47% 0.49% 232 -339 -2.19% Q4 2025 Feb 09, 2026
Focused Wealth Management, Inc History Reduced 15,101 11,382 1.19% 1.21% 233 -128 -0.84% Q4 2025 Jan 29, 2026
Financial Freedom, LLC History Reduced 14,889 11,222 5.57% 5.6% 234 -163 -1.08% Q4 2025 Feb 17, 2026
EP Wealth Advisors, LLC History New 14,848 11,192 0.06% — 235 +14,848 New Q4 2025 Feb 18, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 14,778 11,139 1.31% 1.34% 236 -39 -0.26% Q4 2025 Feb 03, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 14,705 11,084 0.72% 0.76% 237 -152 -1.02% Q4 2025 Jan 23, 2026
NWF Advisory Services Inc. History Reduced 14,663 11,053 1.22% 1.23% 238 -343 -2.29% Q4 2025 Mar 03, 2026
ATLAS CAPITAL ADVISORS INC. History New 14,556 10,972 1.22% — 239 +14,556 New Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 14,375 10,835 0.52% 0.64% 240 +302 2.15% Q4 2025 Jan 28, 2026
Quaker Wealth Management, LLC History Added to 14,242 10,735 3.4% 3.41% 241 +212 1.51% Q4 2025 Jan 28, 2026
CIBC WORLD MARKET INC. History Added to 14,103 10,630 0.02% 0.02% 242 +650 4.83% Q4 2025 Feb 10, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 14,059 10,597 0.79% 0.82% 243 -30 -0.21% Q4 2025 Feb 04, 2026
Axiom Financial Strategies, LLC History Added to 14,042 10,584 4.45% 4.49% 244 +68 0.49% Q4 2025 Jan 23, 2026
Chevy Chase Trust Holdings, LLC History Reduced 14,005 10,556 0.03% 0.03% 245 -270 -1.89% Q4 2025 Feb 13, 2026
Bravias Capital Group, LLC History Added to 13,984 10,540 6.37% 5.9% 246 +2,163 18.3% Q4 2025 Jan 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 13,850 10,439 0.08% 0.08% 247 +419 3.12% Q4 2025 Feb 12, 2026
ESG Planning DBA Harper Investing History Added to 13,838 10,431 4.49% 4.62% 248 +831 6.39% Q4 2025 Feb 04, 2026
Vermillion Wealth Management, Inc. History Reduced 13,796 10,399 4.23% 2.81% 249 -137 -0.98% Q4 2025 Feb 11, 2026
Perennial Investment Advisors, LLC History Reduced 13,749 10,366 0.82% 0.85% 250 -112 -0.81% Q4 2025 Feb 17, 2026
Haverford Trust Co History Reduced 13,708 10,332 0.09% 0.11% 251 -2,050 -13.01% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 13,544 10,209 0.22% 0.23% 252 -187 -1.36% Q4 2025 Feb 05, 2026
CIBC Private Wealth Group LLC History Added to 13,367 10,075 0.02% 0.02% 253 +363 2.79% Q4 2025 Feb 12, 2026
Advisors Capital Management, LLC History Reduced 13,355 10,066 0.12% 0.12% 254 -136 -1.01% Q4 2025 Jan 29, 2026
ASPIRIANT, LLC History Added to 13,289 10,017 0.29% 0.3% 255 +141 1.07% Q4 2025 Jan 20, 2026
Bank of New York Mellon Corp History Added to 13,266 9,999 0.0% 0.0% 256 +622 4.92% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Reduced 13,166 9,972 0.22% 0.24% 257 -9 -0.07% Q4 2025 Jan 08, 2026
B. Riley Wealth Advisors, Inc. History Added to 12,963 9,771 0.45% 0.43% 258 +386 3.07% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 12,853 9,688 0.01% 0.01% 259 -2,458 -16.05% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 12,785 9,637 0.06% 0.05% 260 +3,002 30.69% Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 12,542 9,608 0.33% 0.2% 261 +5,293 73.02% Q4 2025 Jan 08, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 12,673 9,552 3.15% 3.31% 262 -41 -0.32% Q4 2025 Feb 17, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 12,610 9,505 1.54% 1.63% 263 +117 0.94% Q4 2025 Feb 11, 2026
U.S. Capital Wealth Advisors, LLC History Added to 12,608 9,503 0.25% 0.24% 264 +749 6.32% Q4 2025 Jan 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 12,603 9,500 1.6% — 265 +12,603 New Q4 2025 Feb 12, 2026
E&G Advisors, LP History Added to 12,529 9,444 2.11% 2.14% 266 +193 1.56% Q4 2025 Jan 23, 2026
CWM, LLC History Added to 12,518 9,436 0.03% 0.03% 267 +412 3.4% Q4 2025 Jan 26, 2026
NorthRock Partners, LLC History Added to 12,274 9,252 0.16% 0.14% 268 +1,646 15.49% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 12,138 9,149 0.58% 0.6% 269 +164 1.37% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History Reduced 12,074 9,101 0.17% 0.17% 270 -152 -1.24% Q4 2025 Feb 11, 2026
Allworth Financial LP History New 11,697 8,816 0.04% — 272 +11,697 New Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 11,697 8,816 0.05% 0.02% 271 +7,278 164.7% Q4 2025 Feb 17, 2026
DAGCO, INC. History Added to 11,623 8,760 2.02% 2.1% 273 +452 4.05% Q4 2025 Jan 08, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Reduced 11,430 8,615 2.7% 2.96% 274 -707 -5.83% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Added to 11,420 8,608 0.12% 0.13% 275 +385 3.49% Q4 2025 Feb 09, 2026
Flagship Private Wealth, LLC History Reduced 11,407 8,598 3.38% 3.59% 276 -560 -4.68% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Added to 11,405 8,596 0.05% 0.04% 277 +2,231 24.32% Q4 2025 Feb 03, 2026
Tandem Wealth Advisors LLC History Added to 13,179 8,563 3.84% 4.06% 278 +1,736 15.17% Q4 2025 Feb 12, 2026
Federation des caisses Desjardins du Quebec History Added to 11,348 8,553 0.03% 0.03% 279 +362 3.3% Q4 2025 Feb 12, 2026
NEVILLE RODIE & SHAW INC History Added to 11,272 8,497 0.6% 0.6% 280 +221 2.0% Q4 2025 Jan 06, 2026
FPC INVESTMENT ADVISORY, INC. History Reduced 11,270 8,495 4.65% 5.06% 281 -20 -0.18% Q4 2025 Feb 10, 2026
HANCOCK WHITNEY CORP History Reduced 11,251 8,480 0.15% 0.15% 282 -86 -0.76% Q4 2025 Feb 17, 2026
CULBERTSON A N & CO INC History Reduced 11,224 8,460 1.16% 1.25% 283 -619 -5.23% Q4 2025 Jan 21, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 10,948 8,368 0.39% 0.3% 284 +4,511 70.08% Q4 2025 Feb 03, 2026
Sigma Planning Corp History Added to 11,315 8,314 0.23% 0.23% 285 +466 4.3% Q4 2025 Jan 30, 2026
Ausdal Financial Partners, Inc. History Reduced 11,013 8,300 0.39% 0.4% 286 -65 -0.59% Q4 2025 Feb 13, 2026
Security Financial Services, INC. History No change 11,010 8,299 1.3% 1.33% 287 0 0.0% Q4 2025 Jan 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 10,993 8,286 0.17% 0.17% 288 +64 0.59% Q4 2025 Feb 06, 2026
FLOW TRADERS U.S. LLC History New 10,927 8,237 0.27% — 289 +10,927 New Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 10,799 8,217 0.1% 0.11% 290 -252 -2.28% Q4 2025 Jan 23, 2026
Belpointe Asset Management LLC History Reduced 10,898 8,214 0.3% 0.31% 291 -72 -0.66% Q4 2025 Jan 27, 2026
Gladstone Institutional Advisory LLC History Added to 10,859 8,185 0.31% 0.31% 292 +49 0.45% Q4 2025 Feb 17, 2026
Advantage Trust Co History Reduced 10,835 8,167 3.68% 3.82% 293 -487 -4.3% Q4 2025 Jan 29, 2026
Kesler, Norman & Wride, LLC History Added to 10,816 8,152 1.4% 1.29% 294 +254 2.4% Q4 2025 Feb 10, 2026
Tower Research Capital LLC (TRC) History New 10,813 8,150 0.2% — 295 +10,813 New Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 10,616 8,001 0.06% 0.04% 296 +5,150 94.22% Q4 2025 Feb 17, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 10,614 8,000 0.12% 0.12% 297 -497 -4.47% Q4 2025 Feb 09, 2026
Williams Jones Wealth Management, LLC. History No change 10,407 7,844 0.09% 0.09% 298 0 0.0% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 10,201 7,689 0.33% 0.28% 299 -979 -8.76% Q4 2025 Feb 17, 2026
Magnus Financial Group LLC History Added to 9,922 7,478 0.57% 0.56% 300 +376 3.94% Q4 2025 Jan 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 9,834 7,412 0.06% 0.05% 301 +1,710 21.05% Q4 2025 Jan 14, 2026
Joel Isaacson & Co., LLC History Added to 9,790 7,379 0.24% 0.26% 302 +81 0.83% Q4 2025 Jan 30, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 9,707 7,316 0.06% 0.04% 303 +3,381 53.45% Q4 2025 Feb 03, 2026
Banco Santander, S.A. History New 9,620 7,251 0.05% — 304 +9,620 New Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 9,519 7,175 0.08% 0.08% 305 -98 -1.02% Q4 2025 Jan 21, 2026
Dougherty & Associates, LLC History New 9,495 7,157 6.4% — 306 +9,495 New Q4 2025 Feb 05, 2026
Raab & Moskowitz Asset Management LLC History Reduced 9,451 7,123 1.56% 1.59% 307 -85 -0.89% Q4 2025 Jan 20, 2026
Diversified Enterprises, LLC History Added to 9,413 7,095 0.42% 0.46% 308 +165 1.78% Q4 2025 Jan 28, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 9,373 7,064 4.66% 4.79% 310 -718 -7.12% Q4 2025 Feb 10, 2026
Wealthcare Advisory Partners LLC History Reduced 9,372 7,064 0.14% 0.15% 309 -409 -4.18% Q4 2025 Jan 14, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Added to 9,333 7,035 1.98% 2.03% 311 +14 0.15% Q4 2025 Jan 23, 2026
VALLEY NATIONAL ADVISERS INC History Added to 9,258 6,978 0.97% 1.06% 312 +134 1.47% Q4 2025 Jan 23, 2026
Richmond Brothers, Inc. History Reduced 9,227 6,955 4.43% 4.94% 313 -1,248 -11.91% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 9,219 6,949 0.02% 0.02% 314 -46 -0.5% Q4 2025 Jan 30, 2026
Prime Capital Investment Advisors, LLC History Added to 9,190 6,927 0.08% 0.08% 315 +297 3.34% Q4 2025 Jan 21, 2026
SYON CAPITAL LLC History Reduced 9,179 6,919 0.34% 0.38% 316 -265 -2.81% Q4 2025 Feb 11, 2026
RCW Management, LLC History New 9,140 6,890 6.96% — 317 +9,140 New Q4 2025 Jan 30, 2026
CreativeOne Wealth, LLC History Added to 9,138 6,887 0.17% 0.16% 318 +373 4.26% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Reduced 9,137 6,887 0.08% 0.1% 319 -78 -0.85% Q4 2025 Feb 03, 2026
Ridge Creek Global, Inc History New 9,111 6,867 5.76% — 320 +9,111 New Q4 2025 Feb 13, 2026
Oak Harvest Investment Services History Added to 9,045 6,817 0.74% 0.74% 321 +536 6.3% Q4 2025 Jan 27, 2026
Argo Wealth Advisory, LLC History New 8,848 6,669 3.99% — 322 +8,848 New Q4 2025 Jan 26, 2026
Bank of New Hampshire History New 8,830 6,655 1.5% — 323 +8,830 New Q4 2025 Mar 16, 2026
SeaCrest Wealth Management, LLC History Reduced 8,672 6,643 0.67% 0.7% 324 -2 -0.02% Q4 2025 Jan 12, 2026
Fairway Financial, LLC History Reduced 8,779 6,617 4.99% 5.31% 325 -250 -2.77% Q4 2025 Feb 04, 2026
WULFF, HANSEN & CO. History Reduced 8,764 6,606 5.54% 5.67% 326 -60 -0.68% Q4 2025 Feb 03, 2026
Goepper Burkhardt LLC History Added to 8,752 6,597 2.15% 1.74% 327 +1,919 28.08% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 8,725 6,576 0.12% 0.14% 328 +564 6.91% Q4 2025 Feb 06, 2026
Hilltop Holdings Inc. History Reduced 8,620 6,496 0.38% 0.35% 329 -197 -2.23% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 8,610 6,490 0.11% — 330 +8,610 New Q4 2025 Feb 13, 2026
THRYVE WEALTH MANAGEMENT LLC History New 8,600 6,482 3.21% — 331 +8,600 New Q4 2025 Feb 25, 2026
Drucker Wealth 3.0, LLC History Reduced 8,595 6,479 1.14% 1.15% 332 -31 -0.36% Q4 2025 Feb 03, 2026
Trinity Legacy Partners, LLC History Added to 8,542 6,438 1.48% 1.55% 333 +71 0.84% Q4 2025 Jan 26, 2026
MY Wealth Management Inc. History Reduced 8,480 6,391 5.57% 5.73% 334 -265 -3.03% Q4 2025 Feb 10, 2026
Manchester Capital Management LLC History Reduced 8,471 6,385 0.87% 0.89% 335 -372 -4.21% Q4 2025 Feb 11, 2026
Strategic Blueprint, LLC History Added to 8,463 6,378 0.38% 0.27% 336 +155 1.87% Q4 2025 Jan 30, 2026
Wealthspire Retirement, LLC History Reduced 8,390 6,324 0.38% 0.4% 337 -60 -0.71% Q4 2025 Feb 18, 2026
QUADRANT CAPITAL GROUP LLC History Added to 8,352 6,295 0.19% 0.18% 338 +1,134 15.71% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 8,339 6,285 0.09% 0.09% 339 +59 0.71% Q4 2025 Feb 13, 2026
Oliver Luxxe Assets LLC History Reduced 8,240 6,210 0.95% 1.02% 340 -365 -4.24% Q4 2025 Jan 08, 2026
Rothschild Wealth LLC History Added to 8,235 6,207 0.6% 1.32% 341 +108 1.33% Q4 2025 Feb 17, 2026
Realta Investment Advisors History Added to 8,182 6,167 2.02% 1.98% 342 +257 3.24% Q4 2025 Jan 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 8,147 6,141 0.08% 0.08% 343 +30 0.37% Q4 2025 Jan 22, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 8,028 6,073 0.01% 0.0% 344 +4,981 163.47% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Reduced 8,044 6,063 0.15% 0.16% 345 -403 -4.77% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 8,031 6,053 0.03% 0.03% 346 +62 0.78% Q4 2025 Jan 12, 2026
Fischer Financial Services, Inc. History Reduced 8,019 6,044 1.6% 1.7% 347 -439 -5.19% Q4 2025 Feb 06, 2026
Sound Stewardship, LLC History Reduced 7,901 5,955 2.85% 3.07% 348 -661 -7.72% Q4 2025 Jan 30, 2026
Sheridan Capital Management, LLC History Added to 7,896 5,952 3.02% 2.96% 349 +391 5.21% Q4 2025 Jan 23, 2026
Proficio Capital Partners LLC History Added to 7,871 5,933 0.42% 0.38% 350 +478 6.47% Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History Reduced 7,865 5,928 1.2% 1.6% 351 -1,363 -14.77% Q4 2025 Feb 11, 2026
Focus Financial Network, Inc. History Reduced 7,862 5,925 0.21% 0.22% 352 -301 -3.69% Q4 2025 Jan 12, 2026
SageGuard Financial Group, LLC History New 7,856 5,921 0.94% — 353 +7,856 New Q4 2025 Jan 27, 2026
Chicago Partners Investment Group LLC History Added to 7,722 5,830 0.14% 0.15% 354 +313 4.22% Q4 2025 Jan 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 7,725 5,822 0.4% 0.41% 355 -80 -1.02% Q4 2025 Feb 03, 2026
Eley Financial Management, Inc History Reduced 7,719 5,818 2.09% 2.14% 356 -244 -3.06% Q4 2025 Feb 12, 2026
BTG Pactual Asset Management US LLC History Reduced 8,647 5,735 0.56% 0.29% 357 -774 -8.22% Q4 2025 Feb 17, 2026
Marion Wealth Management History Reduced 7,574 5,718 1.27% 1.36% 358 -91 -1.19% Q4 2025 Jan 26, 2026
HUNTINGTON NATIONAL BANK History Reduced 7,534 5,678 0.03% 0.03% 359 -118 -1.54% Q4 2025 Feb 09, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 7,531 5,676 0.2% 0.21% 360 -85 -1.12% Q4 2025 Jan 14, 2026
Bulwark Capital Corp History No change 7,530 5,675 4.04% 4.37% 361 0 0.0% Q4 2025 Jan 12, 2026
PeakShares LLC History New 7,500 5,653 5.52% — 362 +7,500 New Q4 2025 Mar 10, 2026
Main Street Financial Solutions, LLC History Added to 7,403 5,579 0.42% 0.35% 363 +2 0.03% Q4 2025 Feb 17, 2026
One Charles Private Wealth Services, LLC History Added to 7,362 5,549 1.43% 1.31% 364 +687 10.29% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Reduced 7,352 5,541 0.1% 0.08% 365 -65 -0.88% Q4 2025 Feb 17, 2026
Sierra Capital LLC History No change 7,340 5,533 0.59% 0.6% 366 0 0.0% Q4 2025 Feb 18, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 7,320 5,517 0.46% 0.58% 367 -1,530 -17.29% Q4 2025 Feb 09, 2026
Pallas Capital Advisors LLC History Reduced 7,301 5,503 0.18% 0.25% 369 -1,681 -18.72% Q4 2025 Jan 14, 2026
Freestone Capital Holdings, LLC History Reduced 7,302 5,503 0.16% 0.17% 368 -95 -1.28% Q4 2025 Jan 23, 2026
First Bancorp, Inc /ME/ History Reduced 7,298 5,501 2.93% 3.75% 370 -2,150 -22.76% Q4 2025 Jan 26, 2026
THEORY FINANCIAL LLC History Added to 7,144 5,432 1.83% 1.63% 371 +1,082 17.85% Q4 2025 Feb 10, 2026
Fingerlakes Wealth Management, Inc. History Reduced 7,193 5,421 3.45% 3.67% 372 -336 -4.46% Q4 2025 Feb 05, 2026
MATHER GROUP, LLC. History Reduced 7,191 5,420 0.06% 0.06% 373 -142 -1.94% Q4 2025 Jan 13, 2026
Empower Advisory Group, LLC History Reduced 7,167 5,402 0.01% 0.02% 374 -1,003 -12.28% Q4 2025 Feb 12, 2026
Atlantic Union Bankshares Corp History Added to 7,165 5,401 0.1% 0.1% 375 +275 3.99% Q4 2025 Feb 04, 2026
Ignite Planners, LLC History Reduced 7,190 5,376 0.82% 0.89% 376 -116 -1.59% Q4 2025 Feb 06, 2026
ACORN CREEK CAPITAL LLC History Reduced 7,109 5,358 1.93% 2.04% 377 -115 -1.59% Q4 2025 Feb 02, 2026
Davis Investment Partners, LLC History Reduced 7,020 5,307 1.86% 1.88% 378 -300 -4.1% Q4 2025 Jan 06, 2026
Connecticut Wealth Management, LLC History Added to 7,000 5,276 0.23% 0.15% 379 +2,372 51.25% Q4 2025 Feb 12, 2026
Joule Financial, LLC History Reduced 6,884 5,189 1.55% 1.61% 380 -294 -4.1% Q4 2025 Jan 20, 2026
COMMERCE BANK History Reduced 6,878 5,184 0.03% 0.03% 381 -1,470 -17.61% Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 6,876 5,183 0.1% 0.11% 382 -787 -10.27% Q4 2025 Feb 05, 2026
Sun Group Wealth Partners History New 6,872 5,179 4.16% — 384 +6,872 New Q4 2025 Feb 17, 2026
Dakota Wealth Management History Reduced 6,871 5,179 0.09% 0.11% 383 -670 -8.88% Q4 2025 Jan 13, 2026
ATLANTIC FAMILY WEALTH, LLC History Added to 6,804 5,129 3.87% 3.9% 385 +52 0.77% Q4 2025 Feb 12, 2026
Tandem Investment Partners LLC History Reduced 6,798 5,124 4.32% 4.62% 386 -732 -9.72% Q4 2025 Jan 21, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 6,763 5,097 0.79% 0.89% 387 +50 0.74% Q4 2025 Jan 29, 2026
JM2 Capital Inc. History New 6,684 5,038 4.05% — 388 +6,684 New Q4 2025 Jan 23, 2026
Caprock Group, LLC History Added to 6,668 5,026 0.11% 0.11% 389 +479 7.74% Q4 2025 Jan 28, 2026
Farmers National Bank History New 6,661 5,020 1.12% — 390 +6,661 New Q4 2025 Mar 12, 2026
Asset Management Group, Inc. History Added to 6,631 4,998 0.81% 0.8% 391 +86 1.31% Q4 2025 Feb 17, 2026
FRG Family Wealth Advisors LLC History Added to 6,600 4,974 0.77% 0.71% 392 +703 11.92% Q4 2025 Jan 21, 2026
WEDBUSH SECURITIES INC History Added to 6,582 4,961 0.14% 0.15% 393 +244 3.85% Q4 2025 Feb 12, 2026
Evolution Wealth Advisors, LLC History Reduced 6,567 4,950 0.5% 0.67% 394 -155 -2.31% Q4 2025 Jan 12, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,551 4,938 0.29% — 395 +6,551 New Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 6,546 4,933 0.08% 0.08% 396 -14 -0.21% Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 6,541 4,930 0.06% 0.05% 397 +1,190 22.24% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Reduced 6,516 4,911 0.1% 0.11% 398 -410 -5.92% Q4 2025 Feb 02, 2026
Index Fund Advisors, Inc. History Added to 6,498 4,898 0.23% 0.24% 399 +2 0.03% Q4 2025 Jan 29, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 6,477 4,882 0.02% 0.02% 402 -329 -4.83% Q4 2025 Feb 06, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 6,480 4,882 1.58% 2.21% 401 +34 0.53% Q4 2025 Jan 23, 2026
MEITAV INVESTMENT HOUSE LTD History No change 6,478 4,882 0.06% 0.06% 400 0 0.0% Q4 2025 Feb 10, 2026
Sunbelt Securities, Inc. History Reduced 6,460 4,869 0.32% 0.35% 403 -342 -5.03% Q4 2025 Feb 20, 2026
Avidian Wealth Enterprises, LLC History Reduced 6,457 4,867 0.18% 0.18% 404 -1 -0.02% Q4 2025 Feb 02, 2026
N.E.W. Advisory Services LLC History Reduced 6,425 4,842 0.36% 0.43% 405 -90 -1.38% Q4 2025 Jan 28, 2026
TRUST CO OF VERMONT History Added to 6,416 4,836 0.2% 0.2% 406 +137 2.18% Q4 2025 Jan 16, 2026
Clifford Group, LLC History Added to 6,404 4,827 3.73% 3.68% 407 +78 1.23% Q4 2025 Feb 13, 2026
Zhang Financial LLC History Added to 6,398 4,822 0.18% 0.19% 408 +78 1.23% Q4 2025 Feb 10, 2026
Smith Salley Wealth Management History Reduced 6,364 4,797 0.24% 0.25% 409 -64 -1.0% Q4 2025 Jan 27, 2026
CAPITAL ADVISORS INC/OK History Added to 6,354 4,789 0.08% 0.08% 410 +48 0.76% Q4 2025 Jan 15, 2026
BESSEMER GROUP INC History Reduced 6,325 4,768 0.01% 0.01% 411 -1,995 -23.98% Q4 2025 Feb 05, 2026
Rehmann Capital Advisory Group History Reduced 6,314 4,759 0.25% 0.28% 412 -426 -6.32% Q4 2025 Mar 04, 2026
Stratos Wealth Advisors, LLC History Added to 6,312 4,758 0.23% 0.23% 413 +37 0.59% Q4 2025 Jan 20, 2026
Busey Bank History Added to 6,290 4,741 0.12% 0.07% 414 +2,743 77.33% Q4 2025 Jan 27, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 6,289 4,741 3.29% 3.68% 415 -251 -3.84% Q4 2025 Jan 23, 2026
McAdam, LLC History Added to 6,208 4,679 0.21% 0.22% 416 +109 1.79% Q4 2025 Feb 13, 2026
Cardinal Point Capital Management ULC History Reduced 6,185 4,662 0.3% 0.33% 417 -12 -0.19% Q4 2025 Feb 05, 2026
VANGUARD GROUP INC History Reduced 6,179 4,657 0.0% 0.0% 418 -138 -2.18% Q4 2025 Jan 29, 2026
MontVue Capital Management, Inc. History Reduced 6,168 4,649 3.09% 3.23% 419 -290 -4.49% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Reduced 6,166 4,647 0.09% 0.12% 420 -495 -7.43% Q4 2025 Feb 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 6,141 4,628 0.74% 0.84% 421 0 0.0% Q4 2025 Jan 26, 2026
ASSOCIATED BANC-CORP History Reduced 6,133 4,622 0.12% 0.13% 422 -275 -4.29% Q4 2025 Feb 06, 2026
Innovative Wealth Building LLC History Added to 6,087 4,588 3.34% 3.49% 423 +88 1.47% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 6,043 4,555 0.03% 0.03% 424 +115 1.94% Q4 2025 Feb 10, 2026
OLD NATIONAL BANCORP /IN/ History Added to 6,040 4,552 0.08% 0.08% 425 +31 0.52% Q4 2025 Jan 28, 2026
CERTUITY, LLC History Added to 5,969 4,500 0.28% 0.26% 426 +847 16.54% Q4 2025 Jan 30, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 5,950 4,485 0.28% 0.29% 427 0 0.0% Q4 2025 Jan 23, 2026
TD Waterhouse Canada Inc. History Reduced 5,950 4,482 0.03% 0.03% 428 -611 -9.31% Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History Added to 5,918 4,460 0.06% 0.07% 429 +793 15.47% Q4 2025 Feb 06, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 5,901 4,454 3.55% 3.66% 430 -204 -3.34% Q4 2025 Feb 12, 2026
High Net Worth Advisory Group LLC History Added to 5,891 4,440 1.02% 1.01% 431 +266 4.73% Q4 2025 Jan 23, 2026
SMITH, MOORE & CO. History Added to 5,882 4,433 0.34% 0.3% 432 +639 12.19% Q4 2025 Jan 23, 2026
Sharper & Granite LLC History Reduced 5,882 4,433 1.56% 1.6% 433 -100 -1.67% Q4 2025 Jan 27, 2026
Ashton Thomas Private Wealth, LLC History Reduced 5,875 4,428 0.11% 0.12% 434 -300 -4.86% Q4 2025 Jan 29, 2026
Idaho Trust Co History Reduced 5,775 4,353 1.44% 1.61% 435 -644 -10.03% Q4 2025 Feb 05, 2026
Ciovacco Capital Management LLC History Reduced 5,755 4,338 2.17% 2.19% 436 -82 -1.4% Q4 2025 Feb 09, 2026
Wolff Financial Management LLC History Added to 5,703 4,298 0.97% 0.99% 437 +6 0.11% Q4 2025 Feb 06, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 5,691 4,289 1.21% 1.13% 438 +81 1.44% Q4 2025 Jan 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 5,686 4,286 0.2% 0.15% 439 +1,393 32.45% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 5,686 4,286 0.03% 0.02% 440 -284 -4.76% Q4 2025 Feb 13, 2026
Simmons Bank History Reduced 5,661 4,267 0.29% 0.29% 441 -91 -1.58% Q4 2025 Feb 05, 2026
Live Oak Investment Partners History Added to 5,636 4,248 2.61% 2.78% 442 +9 0.16% Q4 2025 Jan 29, 2026
Soltis Investment Advisors LLC History Added to 5,626 4,240 0.28% 0.18% 443 +2,114 60.19% Q4 2025 Apr 02, 2026
PFG Investments, LLC History Added to 5,621 4,237 0.2% 0.12% 444 +2,508 80.57% Q4 2025 Jan 26, 2026
Odyssey Capital Advisors, Inc. History New 5,619 4,235 3.76% — 445 +5,619 New Q4 2025 Feb 05, 2026
Trilogy Capital Inc. History Reduced 5,586 4,210 0.19% 0.23% 446 -980 -14.93% Q4 2025 Jan 22, 2026
Jacobi Capital Management LLC History Added to 5,553 4,185 0.24% 0.25% 447 +160 2.97% Q4 2025 Feb 13, 2026
ORSER CAPITAL MANAGEMENT, LLC History Added to 5,538 4,174 2.36% 2.12% 448 +148 2.75% Q4 2025 Jan 12, 2026
Aptus Capital Advisors, LLC History Added to 5,498 4,144 0.03% 0.03% 449 +140 2.61% Q4 2025 Feb 13, 2026
Thomasville National Bank History Reduced 5,470 4,123 0.26% 0.26% 450 -84 -1.51% Q4 2025 Jan 26, 2026
New England Private Wealth Advisors LLC History No change 5,452 4,109 0.51% 0.54% 451 0 0.0% Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 5,413 4,080 0.32% 0.33% 452 -924 -14.58% Q4 2025 Jan 23, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 5,410 4,077 2.75% 2.62% 453 +131 2.48% Q4 2025 Feb 04, 2026
Parker Investment Management, LLC History Reduced 5,359 4,039 0.57% 0.51% 454 -360 -6.29% Q4 2025 Feb 13, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 5,344 4,028 0.42% 0.4% 455 +300 5.95% Q4 2025 Feb 09, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 5,320 4,010 0.16% 0.12% 456 +1,517 39.89% Q4 2025 Feb 09, 2026
RBA Wealth Management, LLC History No change 5,283 3,982 1.35% 1.36% 457 0 0.0% Q4 2025 Jan 26, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 5,281 3,980 0.13% 0.14% 458 -303 -5.43% Q4 2025 Jan 12, 2026
Tranquilli Financial Advisor LLC History Reduced 5,259 3,964 2.3% 2.41% 459 -204 -3.73% Q4 2025 Jan 27, 2026
STEPHENS INC /AR/ History Added to 5,254 3,960 0.05% 0.05% 460 +109 2.12% Q4 2025 Feb 05, 2026
CMG Global Holdings, LLC History Added to 5,477 3,953 1.75% 1.93% 461 +245 4.68% Q4 2025 Feb 05, 2026
Ballast, Inc. History Reduced 5,181 3,905 0.91% 1.0% 462 -324 -5.89% Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History Added to 5,175 3,900 0.54% 0.53% 463 +178 3.56% Q4 2025 Jan 29, 2026
Elm Partners Management LLC History Added to 5,170 3,897 0.18% 0.18% 464 +450 9.53% Q4 2025 Feb 10, 2026
Rathbones Group PLC History Reduced 5,146 3,878 0.02% 0.02% 465 -72 -1.38% Q4 2025 Feb 06, 2026
Shira Ridge Wealth Management History Reduced 5,112 3,853 1.55% 1.73% 466 -339 -6.22% Q4 2025 Jan 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 5,111 3,852 0.0% — 467 +5,111 New Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Reduced 5,080 3,848 0.34% 0.36% 468 -211 -3.99% Q4 2025 Jan 28, 2026
Insight Advisors, LLC/ PA History Reduced 5,102 3,847 0.58% 0.59% 469 -64 -1.24% Q4 2025 Feb 11, 2026
Quantum Capital Management, LLC / NJ History Added to 5,088 3,835 0.44% 0.21% 470 +2,497 96.37% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 5,072 3,823 0.03% 0.03% 471 -128 -2.46% Q4 2025 Feb 12, 2026
StoneX Group Inc. History Added to 5,071 3,822 0.17% 0.14% 472 +768 17.85% Q4 2025 Feb 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 5,064 3,817 0.27% 0.32% 473 -1,044 -17.09% Q4 2025 Feb 12, 2026
COZAD ASSET MANAGEMENT INC History Reduced 5,041 3,799 0.29% 0.3% 474 -72 -1.41% Q4 2025 Feb 13, 2026
Concentrum Wealth Management History Added to 5,026 3,788 1.06% 1.0% 475 +375 8.06% Q4 2025 Feb 04, 2026
Latko Wealth Management, Ltd. History Added to 5,012 3,778 1.85% 1.82% 476 +199 4.13% Q4 2025 Feb 10, 2026
LAM GROUP, INC. History No change 5,008 3,775 2.16% 2.32% 477 0 0.0% Q4 2025 Jan 23, 2026
Compound Planning, Inc. History Reduced 4,997 3,766 0.11% 0.14% 478 -992 -16.56% Q4 2025 Feb 19, 2026
Houlihan Financial Resource Group, Ltd. History Added to 4,968 3,729 1.42% 1.8% 479 +2,224 81.05% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History Reduced 4,904 3,696 0.15% 0.18% 480 -949 -16.21% Q4 2025 Jan 14, 2026
CWA Asset Management Group, LLC History Added to 4,901 3,693 0.13% 0.13% 481 +17 0.35% Q4 2025 Jan 07, 2026
Essex Financial Services, Inc. History Added to 4,878 3,676 0.21% 0.21% 482 +79 1.65% Q4 2025 Feb 10, 2026
CFO CAPITAL MANAGEMENT LLC History New 4,867 3,669 2.75% — 483 +4,867 New Q4 2025 Mar 02, 2026
WMG Financial Advisors, LLC History Added to 4,862 3,665 1.51% 1.19% 484 +63 1.31% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Added to 4,819 3,632 0.04% 0.03% 485 +1,701 54.55% Q4 2025 Feb 02, 2026
Kovack Advisors, Inc. History Added to 4,818 3,631 0.17% 0.23% 486 +1,525 46.31% Q4 2025 Feb 17, 2026
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC History Reduced 4,810 3,625 3.25% 3.22% 487 -168 -3.37% Q4 2025 Feb 13, 2026
Badgley Phelps Wealth Managers, LLC History Added to 4,783 3,605 0.07% 0.02% 488 +3,535 283.25% Q4 2025 Jan 28, 2026
FIRST HORIZON CORP History Added to 4,777 3,600 0.16% 0.17% 489 +20 0.42% Q4 2025 Jan 27, 2026
Valeo Financial Advisors, LLC History Added to 4,742 3,574 0.08% 0.08% 490 +82 1.76% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 4,729 3,565 0.09% 0.09% 491 +265 5.94% Q4 2025 Feb 09, 2026
INTEGRITY ALLIANCE, LLC. History Added to 4,703 3,545 0.13% 0.11% 492 +1,438 44.04% Q4 2025 Feb 09, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 4,695 3,538 1.52% 1.54% 493 +2 0.04% Q4 2025 Feb 05, 2026
Smith Asset Management Co., LLC History Added to 4,637 3,495 2.89% 2.63% 494 +497 12.0% Q4 2025 Feb 19, 2026
RWA WEALTH PARTNERS, LLC History Added to 4,614 3,477 0.04% 0.04% 495 +265 6.09% Q4 2025 Feb 12, 2026
Ascent Group, LLC History Added to 4,611 3,475 0.12% 0.12% 497 +5 0.11% Q4 2025 Jan 20, 2026
JNBA Financial Advisors History Reduced 4,611 3,475 0.3% 0.31% 496 -3 -0.07% Q4 2025 Jan 26, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 4,590 3,460 0.37% 0.32% 498 +733 19.0% Q4 2025 Feb 06, 2026
John A. Wolfe & Associates, Inc. History New 4,583 3,454 1.87% — 499 +4,583 New Q4 2025 Mar 16, 2026
NBT BANK N A /NY History Added to 1,254 3,451 0.22% 0.22% 500 +27 2.2% Q4 2025 Jan 23, 2026
EVOKE WEALTH, LLC History Added to 4,550 3,429 0.06% 0.07% 501 +154 3.5% Q4 2025 Feb 06, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 4,544 3,425 0.34% 0.36% 502 -110 -2.36% Q4 2025 Jan 27, 2026
Resolute Advisors LLC History Added to 4,492 3,385 1.1% 0.86% 503 +5 0.11% Q4 2025 Feb 11, 2026
Garde Capital, Inc. History Added to 4,485 3,380 0.2% 0.16% 504 +129 2.96% Q4 2025 Feb 10, 2026
Compass Ion Advisors, LLC History Reduced 4,482 3,378 0.32% 0.32% 505 -21 -0.47% Q4 2025 Jan 29, 2026
Institute for Wealth Management, LLC. History Added to 4,423 3,334 0.35% 0.34% 506 +6 0.14% Q4 2025 Jan 27, 2026
L. Roy Papp & Associates, LLP History No change 4,374 3,297 0.36% 0.37% 507 0 0.0% Q4 2025 Jan 28, 2026
Cordoba Advisory Partners LLC History New 4,350 3,278 0.81% — 509 +4,350 New Q4 2025 Feb 13, 2026
Hopwood Financial Services, Inc. History Reduced 4,349 3,278 2.31% 2.21% 508 -71 -1.61% Q4 2025 Jan 16, 2026
BLB&B Advisors, LLC History Added to 4,348 3,277 0.14% 0.13% 510 +424 10.81% Q4 2025 Jan 26, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 4,329 3,262 0.16% 0.2% 511 +442 11.37% Q4 2025 Feb 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,318 3,254 0.06% 0.06% 512 +56 1.31% Q4 2025 Jan 16, 2026
Truepoint, Inc. History Added to 4,307 3,246 0.07% 0.07% 513 +13 0.3% Q4 2025 Feb 11, 2026
Symphony Financial Services, Inc. History Reduced 4,306 3,245 1.66% 1.77% 514 -92 -2.09% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 4,305 3,244 0.04% 0.05% 515 -348 -7.48% Q4 2025 Jan 30, 2026
Curated Wealth Partners LLC History No change 4,293 3,235 0.35% 0.39% 516 0 0.0% Q4 2025 Jan 12, 2026
MITCHELL SINKLER & STARR/PA History Added to 4,288 3,232 1.46% 1.41% 517 +75 1.78% Q4 2025 Feb 11, 2026
Composition Wealth, LLC History Reduced 4,287 3,231 0.05% 0.05% 519 -156 -3.51% Q4 2025 Feb 02, 2026
NBC SECURITIES, INC. History Added to 4,286 3,231 0.24% 0.24% 518 +82 1.95% Q4 2025 Jan 29, 2026
Ayalon Insurance Comp Ltd. History No change 4,246 3,201 0.78% 0.8% 520 0 0.0% Q4 2025 Jan 12, 2026
Tradition Wealth Management, LLC History Added to 4,236 3,192 0.23% 0.23% 521 +107 2.59% Q4 2025 Feb 11, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 4,209 3,178 0.76% 1.69% 522 -4,352 -50.84% Q4 2025 Feb 27, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 4,281 3,162 0.71% 0.75% 523 +373 9.54% Q4 2025 Feb 04, 2026
National Wealth Management Group, LLC History Reduced 4,159 3,135 1.09% 1.21% 524 -131 -3.05% Q4 2025 Jan 12, 2026
Financial Engines Advisors L.L.C. History Reduced 4,141 3,121 0.01% 0.01% 525 -66 -1.57% Q4 2025 Feb 12, 2026
Peregrine Asset Advisers, Inc. History Reduced 4,140 3,120 0.88% 0.94% 526 -43 -1.03% Q4 2025 Feb 02, 2026
Archford Capital Strategies, LLC History Reduced 4,120 3,105 0.36% 0.4% 527 -325 -7.31% Q4 2025 Jan 15, 2026
Center for Financial Planning, Inc. History Added to 4,069 3,067 0.32% 0.31% 528 +160 4.09% Q4 2025 Feb 05, 2026
Goldstone Financial Group, LLC History Added to 4,059 3,059 0.34% 0.31% 529 +560 16.0% Q4 2025 Feb 13, 2026
Stonebridge Financial Planning Group, LLC History Reduced 4,035 3,041 1.1% 1.14% 530 -42 -1.03% Q4 2025 Feb 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 4,026 3,034 0.07% 0.07% 531 +484 13.66% Q4 2025 Feb 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 4,025 3,033 0.39% 0.44% 532 -149 -3.57% Q4 2025 Feb 04, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 4,013 3,024 0.04% 0.04% 533 -20 -0.5% Q4 2025 Feb 12, 2026
Betterment LLC History Added to 3,997 3,013 0.01% 0.0% 534 +721 22.01% Q4 2025 Feb 12, 2026
Global Wealth Management, LLC History Reduced 3,983 3,002 1.62% 1.68% 535 -297 -6.94% Q4 2025 Jan 26, 2026
Tradewinds, LLC. History Reduced 3,957 2,982 0.71% 0.72% 536 -15 -0.38% Q4 2025 Feb 13, 2026
Checchi Capital Advisers, LLC History Reduced 3,939 2,969 0.15% 0.16% 537 -132 -3.24% Q4 2025 Jan 27, 2026
Crestwood Advisors Group, LLC History Added to 3,898 2,938 0.05% 0.05% 538 +11 0.28% Q4 2025 Feb 03, 2026
PFG Advisors History Reduced 3,898 2,937 0.14% 0.21% 539 -3,023 -43.68% Q4 2025 Jan 27, 2026
PARK AVENUE SECURITIES LLC History Reduced 3,886 2,930 0.02% 0.03% 540 -1,177 -23.25% Q4 2025 Jan 05, 2026
TSFG, LLC History Reduced 3,887 2,930 0.44% 0.48% 541 -180 -4.43% Q4 2025 Feb 04, 2026
VVR Holdings LLC History New 3,866 2,914 1.51% — 542 +3,866 New Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 3,828 2,885 0.0% 0.0% 543 -55 -1.42% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Added to 3,817 2,877 0.19% 0.18% 544 +240 6.71% Q4 2025 Jan 22, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 3,800 2,864 0.0% 0.0% 545 +2,100 123.53% Q4 2025 Feb 12, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 3,800 2,864 1.35% 1.29% 546 +275 7.8% Q4 2025 Jan 23, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Reduced 3,794 2,859 1.04% 1.29% 547 -249 -6.16% Q4 2025 Feb 12, 2026
Guardian Capital, LLC History New 3,786 2,853 2.55% — 548 +3,786 New Q4 2025 Feb 05, 2026
WHITTIER TRUST CO History Reduced 3,687 2,825 0.03% 0.03% 549 -193 -4.97% Q4 2025 Jan 26, 2026
SouthState Bank Corp History Added to 3,724 2,807 0.13% 0.13% 550 +21 0.57% Q4 2025 Feb 11, 2026
TruWealth Advisors, LLC History Reduced 3,716 2,801 0.14% 0.14% 551 -41 -1.09% Q4 2025 Jan 07, 2026
GC Wealth Management RIA, LLC History Added to 3,689 2,780 0.1% 0.09% 552 +142 4.0% Q4 2025 Jan 30, 2026
NWM ADVISORS, LLC History New 3,677 2,771 2.41% — 553 +3,677 New Q4 2025 Feb 04, 2026
tru Independence LLC History Reduced 3,660 2,758 0.7% 0.74% 554 -142 -3.73% Q4 2025 Jan 22, 2026
Leelyn Smith, LLC History No change 3,655 2,755 0.4% 0.41% 555 0 0.0% Q4 2025 Jan 28, 2026
Clearstead Advisors, LLC History Reduced 3,621 2,729 0.03% 0.04% 556 -193 -5.06% Q4 2025 Feb 09, 2026
Harbor Asset Planning, Inc. History Added to 3,602 2,716 2.32% 2.4% 557 +7 0.19% Q4 2025 Jan 26, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 3,603 2,715 1.16% 1.15% 558 +5 0.14% Q4 2025 Jan 22, 2026
Cannell & Spears LLC History Added to 3,567 2,688 0.05% 0.04% 560 +891 33.3% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 3,566 2,688 0.0% 0.0% 559 +133 3.87% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Added to 3,551 2,676 0.05% 0.04% 561 +798 28.99% Q4 2025 Feb 03, 2026
W ADVISORS, LLC History Added to 3,519 2,652 1.33% 1.26% 562 +306 9.52% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Reduced 3,483 2,644 0.22% 0.26% 563 -280 -7.44% Q4 2025 Jan 20, 2026
Bison Wealth, LLC History New 3,728 2,628 0.3% — 564 +3,728 New Q4 2025 Mar 24, 2026
LM Advisors LLC History Reduced 1,981 2,628 0.05% 0.28% 565 -606 -23.42% Q4 2025 Feb 13, 2026
GPM Growth Investors, Inc. History Reduced 3,479 2,622 1.02% 1.11% 566 -396 -10.22% Q4 2025 Jan 30, 2026
LOM Asset Management Ltd History Reduced 3,475 2,619 0.76% 0.83% 567 -153 -4.22% Q4 2025 Jan 23, 2026
Tower View Wealth Management LLC History Reduced 3,460 2,607 1.29% 1.34% 568 -6 -0.17% Q4 2025 Jan 23, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 3,454 2,603 2.4% — 569 +3,454 New Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Added to 3,432 2,586 0.07% 0.06% 570 +606 21.44% Q4 2025 Feb 03, 2026
Brookwood Investment Group LLC History Reduced 3,426 2,582 0.31% 0.39% 571 -647 -15.89% Q4 2025 Jan 22, 2026
FourThought Financial Partners, LLC History No change 3,399 2,561 0.22% 0.22% 572 0 0.0% Q4 2025 Feb 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 3,391 2,558 0.82% 0.89% 573 0 0.0% Q4 2025 Feb 10, 2026
Bridgewater Advisors Inc. History Added to 3,414 2,555 0.17% 0.16% 574 +330 10.7% Q4 2025 Jan 23, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 3,388 2,553 0.05% 0.03% 576 +1,407 71.02% Q4 2025 Jan 07, 2026
Capital Management Associates, Inc History Added to 3,388 2,553 0.56% 0.43% 575 +1,236 57.43% Q4 2025 Jan 21, 2026
Synergy Financial Group, LTD History Added to 3,366 2,537 1.78% 1.64% 577 +104 3.19% Q4 2025 Feb 17, 2026
Darrow Company, Inc. History No change 3,363 2,534 1.14% 1.19% 578 0 0.0% Q4 2025 Jan 27, 2026
Heritage Investment Group, Inc. History No change 3,360 2,532 0.39% 0.4% 579 0 0.0% Q4 2025 Jan 30, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 3,328 2,508 0.08% 0.08% 580 0 0.0% Q4 2025 Feb 11, 2026
LPWM LLC History Added to 3,324 2,505 0.63% 0.66% 581 +23 0.7% Q4 2025 Jan 06, 2026
Birchcreek Wealth Management, LLC History Reduced 3,310 2,495 1.23% 1.87% 582 -1,537 -31.71% Q4 2025 Jan 16, 2026
FRANKLIN RESOURCES INC History Reduced 3,297 2,485 0.0% 0.0% 583 -13 -0.39% Q4 2025 Feb 11, 2026
Bragg Financial Advisors, Inc History Reduced 3,284 2,475 0.08% 0.08% 584 -110 -3.24% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History No change 3,275 2,468 0.0% 0.0% 585 0 0.0% Q4 2025 Feb 11, 2026
Traynor Capital Management, Inc. History Added to 3,264 2,460 0.13% 0.13% 586 +95 3.0% Q4 2025 Jan 12, 2026
Premier Path Wealth Partners, LLC History Reduced 3,262 2,459 0.32% 0.47% 587 -1,618 -33.16% Q4 2025 Jan 22, 2026
One Capital Management, LLC History Reduced 3,245 2,446 0.07% 0.08% 588 -5 -0.15% Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History Added to 3,235 2,438 0.2% 0.18% 589 +4 0.12% Q4 2025 Feb 17, 2026
MBL Wealth, LLC History Reduced 3,230 2,434 0.2% 0.21% 590 -7 -0.22% Q4 2025 Jan 21, 2026
Vise Technologies, Inc. History Added to 3,226 2,431 0.05% 0.05% 591 +1,315 68.81% Q4 2025 Feb 11, 2026
Douglass Winthrop Advisors, LLC History Reduced 3,195 2,408 0.04% 0.04% 592 -250 -7.26% Q4 2025 Feb 12, 2026
Evercore Wealth Management, LLC History No change 3,175 2,393 0.04% 0.03% 593 0 0.0% Q4 2025 Feb 17, 2026
Wealth Management Associates, Inc. History Reduced 3,167 2,386 0.83% 0.85% 594 -59 -1.83% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 3,142 2,368 0.05% 0.04% 595 +580 22.64% Q4 2025 Feb 12, 2026
Rockwood Wealth Management, LLC History Added to 3,139 2,366 0.18% 0.12% 596 +1,094 53.5% Q4 2025 Jan 29, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 3,112 2,364 0.02% 0.02% 597 +239 8.32% Q4 2025 Feb 17, 2026
Meridian Wealth Management, LLC History Added to 3,131 2,360 0.08% 0.09% 598 +26 0.84% Q4 2025 Feb 04, 2026
CORA CAPITAL ADVISORS LLC History No change 3,130 2,359 0.92% 0.99% 599 0 0.0% Q4 2025 Jan 28, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 3,112 2,345 0.58% 0.63% 600 -219 -6.57% Q4 2025 Feb 09, 2026
DAVIS R M INC History Reduced 3,105 2,340 0.04% 0.04% 601 -46 -1.46% Q4 2025 Feb 12, 2026
American Trust History Added to 3,102 2,338 0.2% 0.17% 603 +382 14.04% Q4 2025 Feb 17, 2026
SOA Wealth Advisors, LLC. History Added to 3,103 2,338 0.39% 0.4% 602 +1 0.03% Q4 2025 Jan 20, 2026
HF Advisory Group, LLC History Reduced 3,091 2,329 0.81% 0.87% 604 -81 -2.55% Q4 2025 Jan 23, 2026
City State Bank History Added to 3,087 2,326 0.64% 0.65% 605 +56 1.85% Q4 2025 Jan 28, 2026
Evanson Asset Management, LLC History Added to 3,082 2,323 0.13% 0.12% 606 +116 3.91% Q4 2025 Jan 12, 2026
Bryn Mawr Trust Advisors, LLC History Added to 3,082 2,323 0.11% 0.11% 607 +88 2.94% Q4 2025 Feb 04, 2026
OneDigital Investment Advisors LLC History Reduced 3,076 2,318 0.02% 0.03% 608 -795 -20.54% Q4 2025 Feb 13, 2026
Black Diamond Financial, LLC History Added to 3,074 2,317 0.24% 0.16% 610 +1,101 55.8% Q4 2025 Feb 03, 2026
Baker Avenue Asset Management, LP History Added to 3,075 2,317 0.05% 0.04% 609 +622 25.36% Q4 2025 Feb 10, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 3,036 2,309 0.16% 0.16% 611 +120 4.12% Q4 2025 Jan 15, 2026
Midwest Trust Co History Reduced 3,062 2,308 0.03% 0.03% 612 -247 -7.46% Q4 2025 Feb 04, 2026
TRITONPOINT WEALTH, LLC History Reduced 3,056 2,303 0.23% 0.2% 613 -82 -2.61% Q4 2025 Jan 20, 2026
Blackston Financial Advisory Group, LLC History Reduced 3,044 2,294 1.4% 1.39% 614 -85 -2.72% Q4 2025 Feb 06, 2026
Marex Group plc History Added to 3,042 2,292 0.01% 0.02% 615 +79 2.67% Q4 2025 Feb 12, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 3,032 2,285 1.24% 1.27% 616 +5 0.17% Q4 2025 Feb 05, 2026
HANOVER ADVISORS INC History Reduced 3,014 2,271 0.88% 0.89% 617 -60 -1.95% Q4 2025 Feb 17, 2026
Bayshore Capital Advisors, LLC History New 2,958 2,229 1.11% — 618 +2,958 New Q4 2025 Feb 05, 2026
Schrum Private Wealth Management LLC History Reduced 2,952 2,225 1.65% 1.67% 619 -98 -3.21% Q4 2025 Feb 17, 2026
CWS Financial Advisors, LLC History Added to 2,946 2,220 0.6% 0.61% 620 +3 0.1% Q4 2025 Feb 06, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 2,943 2,218 0.53% 0.54% 621 +10 0.34% Q4 2025 Jan 20, 2026
Indiana Trust & Investment Management Co History No change 2,928 2,207 0.65% 0.67% 622 0 0.0% Q4 2025 Jan 21, 2026
NWAM LLC History Reduced 2,892 2,196 0.12% 0.13% 623 -336 -10.41% Q4 2025 Feb 04, 2026
Pathway Financial Advisors LLC History No change 2,852 2,186 0.27% 0.28% 624 0 0.0% Q4 2025 Jan 14, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 2,865 2,159 0.13% 0.14% 625 +1 0.03% Q4 2025 Feb 12, 2026
Systelligence, LLC History Added to 2,858 2,154 0.41% 0.31% 626 +652 29.56% Q4 2025 Jan 22, 2026
KDK Private Wealth Management, LLC History Reduced 2,847 2,146 1.87% 2.25% 627 -120 -4.04% Q4 2025 Feb 12, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Added to 2,833 2,135 1.53% 1.49% 629 +109 4.0% Q4 2025 Jan 23, 2026
Citizens National Bank Trust Department History Reduced 2,833 2,135 0.37% 0.38% 628 -30 -1.05% Q4 2025 Jan 30, 2026
Finward Bancorp History Reduced 2,808 2,116 1.64% 1.64% 630 -76 -2.64% Q4 2025 Jan 21, 2026
One Day In July LLC History Reduced 2,805 2,114 0.17% 0.18% 631 -7 -0.25% Q4 2025 Feb 04, 2026
REGIONS FINANCIAL CORP History New 2,801 2,111 0.01% — 632 +2,801 New Q4 2025 Jan 27, 2026
CRA Financial Services, LLC History Added to 2,797 2,108 0.28% 0.28% 633 +59 2.15% Q4 2025 Jan 16, 2026
Cornerstone Wealth Management, LLC History Reduced 2,787 2,100 0.11% 0.13% 634 -255 -8.38% Q4 2025 Feb 05, 2026
Next Capital Management LLC History Added to 2,773 2,090 0.67% 0.69% 635 +18 0.65% Q4 2025 Feb 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 2,771 2,088 0.25% 0.25% 636 -35 -1.25% Q4 2025 Feb 13, 2026
Rolek Wealth Management LLC History Reduced 2,767 2,085 1.43% 1.56% 637 -23 -0.82% Q4 2025 Jan 26, 2026
Retireful, LLC History Reduced 2,739 2,084 2.61% 2.12% 638 -202 -6.87% Q4 2025 Jan 15, 2026
UNIQUE WEALTH, LLC History Added to 2,748 2,071 0.29% 0.23% 639 +633 29.93% Q4 2025 Jan 06, 2026
ENTREWEALTH, LLC History Added to 2,798 2,068 0.93% 1.03% 641 +123 4.6% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Reduced 2,744 2,068 0.03% 0.03% 640 -2 -0.07% Q4 2025 Jan 26, 2026
Quantum Financial Advisors, LLC History No change 2,743 2,067 0.23% 0.25% 642 0 0.0% Q4 2025 Jan 12, 2026
Capital Investment Advisors, LLC History Reduced 2,742 2,066 0.03% 0.04% 643 -292 -9.62% Q4 2025 Jan 13, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 2,741 2,065 0.94% 0.79% 644 -259 -8.63% Q4 2025 Jan 23, 2026
Affinity Capital Advisors, LLC History Added to 2,731 2,058 0.28% 0.31% 645 +81 3.06% Q4 2025 Jan 09, 2026
Highland Financial Advisors, LLC History Reduced 2,721 2,051 0.57% 0.59% 646 -13 -0.48% Q4 2025 Jan 23, 2026
Peachtree Investment Partners, LLC History Reduced 2,718 2,048 0.68% 0.72% 647 -66 -2.37% Q4 2025 Feb 11, 2026
TTP Investments, Inc. History No change 2,716 2,047 0.67% 0.6% 648 0 0.0% Q4 2025 Jan 28, 2026
Affiance Financial, LLC History No change 2,709 2,042 0.33% 0.37% 649 0 0.0% Q4 2025 Jan 21, 2026
CDKV HOLDINGS LLC History New 2,709 2,041 1.71% — 650 +2,709 New Q4 2025 Feb 17, 2026
BAMCO INC /NY/ History New 2,682 2,021 0.01% — 651 +2,682 New Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Reduced 2,677 2,017 0.07% 0.07% 652 -15 -0.56% Q4 2025 Feb 09, 2026
Community Bank, N.A. History No change 2,675 2,016 0.24% 0.24% 653 0 0.0% Q4 2025 Feb 04, 2026
UNION SAVINGS BANK History New 2,674 2,015 0.87% — 654 +2,674 New Q4 2025 Mar 06, 2026
WIN ADVISORS, INC History New 2,672 2,014 0.86% — 656 +2,672 New Q4 2025 Feb 04, 2026
Round Rock Advisors LLC History Reduced 2,673 2,014 0.3% 0.32% 655 -5 -0.19% Q4 2025 Jan 27, 2026
Austin Wealth Management, LLC History Reduced 2,668 2,013 0.3% 0.32% 657 -7 -0.26% Q4 2025 Jan 26, 2026
AlTi Global, Inc. History Reduced 2,668 2,011 0.04% 0.05% 658 -91 -3.3% Q4 2025 Feb 13, 2026
WealthTrust Asset Management, LLC History Reduced 2,652 1,999 1.4% 5.8% 659 -8,566 -76.36% Q4 2025 Feb 04, 2026
Brooklyn Investment Group History Added to 2,618 1,997 0.09% 0.2% 660 +400 18.03% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Reduced 2,646 1,994 0.0% 0.04% 661 -23,815 -90.0% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Reduced 2,621 1,992 0.07% 0.1% 662 -802 -23.43% Q4 2025 Jan 27, 2026
SteelPeak Wealth, LLC History Reduced 2,636 1,986 0.06% 0.11% 663 -1,867 -41.46% Q4 2025 Jan 20, 2026
Diversify Advisory Services, LLC History Added to 2,618 1,986 0.06% 0.06% 664 +510 24.19% Q4 2025 Jan 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 2,632 1,984 0.12% 0.14% 665 -695 -20.89% Q4 2025 Jan 20, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 2,619 1,974 0.61% 0.6% 666 -19 -0.72% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 2,605 1,964 0.09% 0.1% 667 -500 -16.1% Q4 2025 Jan 21, 2026
Venture Visionary Partners LLC History Reduced 2,598 1,958 0.06% 0.07% 668 -99 -3.67% Q4 2025 Feb 13, 2026
Sovereign Financial Group, Inc. History Added to 2,588 1,950 0.34% 0.34% 669 +176 7.3% Q4 2025 Jan 07, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 2,579 1,943 0.11% 0.11% 670 +142 5.83% Q4 2025 Feb 04, 2026
Blue Trust, Inc. History Reduced 2,571 1,938 0.02% 0.02% 671 -65 -2.47% Q4 2025 Jan 16, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,539 1,913 0.92% 0.92% 672 0 0.0% Q4 2025 Feb 05, 2026
North Star Investment Management Corp. History Reduced 2,530 1,907 0.12% 0.12% 673 -15 -0.59% Q4 2025 Jan 30, 2026
Larson Financial Group LLC History Added to 2,527 1,904 0.06% 0.06% 675 +74 3.02% Q4 2025 Feb 06, 2026
Gryphon Financial Partners LLC History No change 2,527 1,904 0.2% 0.22% 674 0 0.0% Q4 2025 Jan 08, 2026
Signal Advisors Wealth, LLC History Added to 2,524 1,902 0.15% 0.16% 676 +194 8.33% Q4 2025 Jan 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 2,511 1,892 0.03% 0.04% 677 -456 -15.37% Q4 2025 Jan 23, 2026
Signature Equity Partners, LLC History New 2,503 1,886 1.04% — 678 +2,503 New Q4 2025 Feb 17, 2026
Bay Harbor Wealth Management, LLC History No change 2,495 1,880 0.49% 0.5% 679 0 0.0% Q4 2025 Feb 02, 2026
Hershey Financial Advisers, LLC History Reduced 2,478 1,867 1.58% 1.66% 680 -115 -4.44% Q4 2025 Feb 18, 2026
Zullo Investment Group, Inc. History No change 2,468 1,860 0.68% 0.68% 681 0 0.0% Q4 2025 Jan 26, 2026
Autumn Glory Partners, LLC History Reduced 2,462 1,855 0.65% 0.79% 682 -106 -4.13% Q4 2025 Jan 27, 2026
Berkeley Capital Partners, LLC History Reduced 2,455 1,850 0.44% 0.44% 683 -11 -0.45% Q4 2025 Feb 05, 2026
FineMark National Bank & Trust History Reduced 2,449 1,846 0.06% 0.06% 684 -4 -0.16% Q4 2025 Feb 12, 2026
TWO SIGMA SECURITIES, LLC History New 2,424 1,827 0.25% — 685 +2,424 New Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 2,424 1,827 0.05% — 686 +2,424 New Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 2,424 1,826 0.2% 0.21% 687 -39 -1.58% Q4 2025 Feb 18, 2026
Carnegie Investment Counsel History Added to 2,411 1,817 0.03% 0.03% 688 +68 2.9% Q4 2025 Jan 23, 2026
Apella Capital, LLC History Added to 2,409 1,815 0.04% 0.02% 689 +974 67.87% Q4 2025 Jan 21, 2026
Belvedere Trading LLC History Added to 2,400 1,809 0.0% 0.0% 690 +1,800 300.0% Q4 2025 Feb 10, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 2,395 1,805 0.11% 0.11% 691 +61 2.61% Q4 2025 Feb 17, 2026
SECURITY NATIONAL BANK OF SO DAK History New 2,387 1,799 0.89% — 692 +2,387 New Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,378 1,792 0.01% 0.01% 693 +39 1.67% Q4 2025 Feb 12, 2026
McNaughton Wealth Management, LLC History Added to 2,368 1,784 0.73% 0.74% 694 +20 0.85% Q4 2025 Jan 12, 2026
WJ Financial Advisors LLC History No change 2,357 1,776 1.58% 1.71% 695 0 0.0% Q4 2025 Feb 02, 2026
Calamos Wealth Management LLC History Added to 2,355 1,775 0.06% 0.02% 696 +1,625 222.6% Q4 2025 Jan 29, 2026
ARWA LLC History New 2,355 1,774 1.04% — 697 +2,355 New Q4 2025 Feb 27, 2026
GPS Wealth Strategies Group, LLC History Reduced 2,353 1,773 1.51% 3.88% 698 -46,891 -95.22% Q4 2025 Feb 06, 2026
Regent Peak Wealth Advisors LLC History Reduced 2,345 1,767 0.35% 0.36% 700 -54 -2.25% Q4 2025 Jan 08, 2026
Beacon Financial Advisory LLC History Added to 2,344 1,767 0.41% 0.4% 699 +8 0.34% Q4 2025 Feb 17, 2026
RiverFront Investment Group, LLC History No change 2,336 1,760 0.03% 0.03% 701 0 0.0% Q4 2025 Feb 05, 2026
Embree Financial Group History No change 2,329 1,755 0.22% 0.23% 702 0 0.0% Q4 2025 Jan 14, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 2,319 1,748 0.8% 0.82% 703 -26 -1.11% Q4 2025 Jan 14, 2026
ELEVATUS WELATH MANAGEMENT History No change 2,300 1,733 0.47% 0.5% 704 0 0.0% Q4 2025 Jan 14, 2026
Ethos Capital Management, Inc. History New 2,296 1,730 1.63% — 705 +2,296 New Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Reduced 2,291 1,726 0.06% 0.06% 706 -294 -11.37% Q4 2025 Jan 09, 2026
Trust Point Inc. History No change 2,279 1,717 0.14% 0.14% 707 0 0.0% Q4 2025 Jan 13, 2026
JB Capital LLC History Added to 2,267 1,709 0.07% 0.07% 708 +222 10.86% Q4 2025 Jan 20, 2026
Keystone Financial Group History Reduced 2,266 1,708 0.13% 0.16% 709 -530 -18.96% Q4 2025 Feb 06, 2026
Pines Wealth Management, LLC History No change 2,266 1,708 0.55% 0.57% 710 0 0.0% Q4 2025 Feb 02, 2026
Capital Square, LLC History Added to 2,262 1,704 0.87% 0.85% 711 +27 1.21% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Reduced 2,258 1,701 0.05% 0.08% 712 -1,252 -35.67% Q4 2025 Feb 05, 2026
Ascent Wealth Partners, LLC History No change 2,240 1,688 0.19% 0.19% 713 0 0.0% Q4 2025 Feb 02, 2026
American Institute for Advanced Investment Management, LLP History Added to 2,227 1,678 1.08% 1.09% 714 +1 0.04% Q4 2025 Feb 04, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 2,212 1,667 0.48% 0.4% 715 +604 37.56% Q4 2025 Feb 11, 2026
Cadent Capital Advisors, LLC History Added to 2,200 1,658 0.43% 0.43% 716 +5 0.23% Q4 2025 Jan 13, 2026
Pure Financial Advisors, LLC History Added to 2,198 1,656 0.3% 0.03% 717 +38 1.76% Q4 2025 Mar 04, 2026
FIRST TRUST ADVISORS LP History Added to 2,195 1,654 0.0% 0.0% 718 +1,278 139.37% Q4 2025 Feb 13, 2026
Secure Asset Management, LLC History Added to 2,196 1,654 0.26% 0.26% 719 +87 4.13% Q4 2025 Jan 20, 2026
SIGNATUREFD, LLC History Added to 2,193 1,653 0.03% 0.02% 720 +125 6.04% Q4 2025 Jan 20, 2026
Towerpoint Wealth, LLC History Reduced 2,186 1,648 0.65% 0.67% 721 -14 -0.64% Q4 2025 Jan 15, 2026
Outlook Wealth Advisors, LLC History Added to 2,166 1,632 0.37% 0.38% 722 +130 6.39% Q4 2025 Feb 11, 2026
Choate Investment Advisors History Added to 2,155 1,624 0.03% 0.03% 723 +76 3.66% Q4 2025 Feb 09, 2026
HBW ADVISORY SERVICES LLC History Added to 2,143 1,615 0.18% 0.17% 724 +61 2.93% Q4 2025 Jan 23, 2026
Kellett Wealth Advisors, LLC History Added to 2,137 1,610 0.92% 0.9% 725 +145 7.28% Q4 2025 Jan 23, 2026
Laurel Wealth Advisors LLC History Reduced 2,127 1,603 0.21% 0.22% 726 -10 -0.47% Q4 2025 Jan 30, 2026
Regal Investment Advisors LLC History Added to 2,124 1,601 0.1% 0.1% 727 +127 6.36% Q4 2025 Feb 17, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Reduced 2,123 1,600 0.99% 1.22% 728 -400 -15.85% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 2,121 1,598 0.04% 0.04% 729 +117 5.84% Q4 2025 Feb 04, 2026
Cascades Capital Asset Management, LLC History Added to 2,117 1,595 0.67% 0.53% 730 +515 32.15% Q4 2025 Feb 04, 2026
Long Island Wealth Management, Inc. History Reduced 2,110 1,590 0.75% 0.78% 731 -34 -1.59% Q4 2025 Jan 21, 2026
McGuire Investment Group, LLC History Reduced 2,109 1,589 0.17% 0.23% 732 -670 -24.11% Q4 2025 Jan 26, 2026
Teucrium Investment Advisors, LLC History New 2,107 1,588 1.74% — 734 +2,107 New Q4 2025 Feb 17, 2026
Falcon Wealth Planning History Added to 2,107 1,588 0.13% 0.14% 733 +54 2.63% Q4 2025 Feb 03, 2026
Private Wealth Advisors, LLC History Reduced 2,100 1,583 0.51% 0.53% 735 -7 -0.33% Q4 2025 Feb 06, 2026
Plancorp, LLC History Added to 2,099 1,581 0.05% 0.05% 736 +14 0.67% Q4 2025 Feb 05, 2026
Jacobs Equity LLC History New 2,075 1,564 1.51% — 737 +2,075 New Q4 2025 Feb 19, 2026
OneAscent Financial Services LLC History New 2,073 1,562 0.14% — 738 +2,073 New Q4 2025 Feb 11, 2026
Safe Harbor Family Capital, LLC History New 2,065 1,556 1.37% — 740 +2,065 New Q4 2025 Jan 30, 2026
Redwood Financial Network Corp History Reduced 2,065 1,556 0.99% 1.08% 739 -223 -9.75% Q4 2025 Feb 10, 2026
Laird Norton Wetherby Trust Company, LLC History New 2,062 1,554 0.03% — 741 +2,062 New Q4 2025 Feb 17, 2026
Running Point Capital Advisors, LLC History Added to 2,062 1,554 0.42% 0.41% 742 +15 0.73% Q4 2025 Feb 17, 2026
Inspire Advisors, LLC History Reduced 2,059 1,551 0.14% 0.15% 743 -112 -5.16% Q4 2025 Feb 13, 2026
Mill Creek Capital Advisors, LLC History Added to 2,054 1,547 0.03% 0.02% 744 +649 46.19% Q4 2025 Feb 13, 2026
GILL CAPITAL PARTNERS, LLC History No change 2,050 1,545 0.47% 0.47% 745 0 0.0% Q4 2025 Feb 10, 2026
Compass Financial Group, Inc. (Ohio) History New 2,049 1,544 1.13% — 747 +2,049 New Q4 2025 Mar 04, 2026
Vivaldi Capital Management LP History Added to 2,049 1,544 0.21% 0.15% 746 +654 46.88% Q4 2025 Feb 13, 2026
Riverbend Wealth Management, LLC History Reduced 2,043 1,540 0.96% 1.07% 748 -18 -0.87% Q4 2025 Jan 29, 2026
Cassaday & Co Wealth Management LLC History Reduced 2,028 1,528 0.03% 0.04% 750 -175 -7.94% Q4 2025 Feb 03, 2026
Mainstream Capital Management LLC History Reduced 2,028 1,528 1.0% 1.08% 751 -154 -7.06% Q4 2025 Jan 21, 2026
JTC Employer Solutions Trustee Ltd History No change 2,028 1,528 0.1% 0.13% 749 0 0.0% Q4 2025 Feb 10, 2026
Berger Financial Group, Inc History Reduced 2,020 1,522 0.09% 0.09% 752 -59 -2.84% Q4 2025 Jan 27, 2026
Retirement Planning Co of New England, Inc. History Reduced 2,008 1,513 0.61% 0.62% 753 -42 -2.05% Q4 2025 Jan 28, 2026
Telos Capital Management, Inc. History Added to 2,002 1,509 0.14% 0.12% 754 +388 24.04% Q4 2025 Jan 22, 2026
RIVERSEDGE ADVISORS, LLC History Reduced 2,001 1,508 0.25% 0.25% 755 -28 -1.38% Q4 2025 Jan 07, 2026
Quintet Private Bank (Europe) S.A. History No change 2,000 1,507 0.09% 0.08% 756 0 0.0% Q4 2025 Jan 20, 2026
FINANCIAL CONSULATE, INC History No change 1,999 1,506 0.21% 0.21% 757 0 0.0% Q4 2025 Jan 22, 2026
APS Management Group, Inc. History Reduced 1,981 1,495 1.28% 1.38% 758 -99 -4.76% Q4 2025 Jan 28, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 1,982 1,494 0.49% 0.51% 759 -33 -1.64% Q4 2025 Jan 22, 2026
Advisory Alpha, LLC History Reduced 1,977 1,492 0.04% 0.05% 760 -445 -18.37% Q4 2025 Feb 06, 2026
WealthCare Investment Partners, LLC History Reduced 1,974 1,492 0.43% 0.51% 761 -109 -5.23% Q4 2025 Jan 06, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 1,990 1,491 0.69% 0.75% 762 -6 -0.3% Q4 2025 Feb 17, 2026
CHRISTINE MESSMER PC History New 1,972 1,486 0.97% — 764 +1,972 New Q4 2025 Feb 03, 2026
Simplicity Wealth,LLC History Reduced 1,972 1,486 0.09% 0.14% 763 -1,313 -39.97% Q4 2025 Jan 30, 2026
Warwick Investment Management, Inc. History Added to 1,968 1,483 0.23% 0.24% 765 +131 7.13% Q4 2025 Jan 15, 2026
Pine Valley Investments Ltd Liability Co History Reduced 1,969 1,483 0.07% 0.07% 766 -35 -1.75% Q4 2025 Feb 13, 2026
Moment Partners, LLC History Added to 1,957 1,475 0.3% 0.22% 767 +254 14.91% Q4 2025 Feb 10, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 1,955 1,472 0.02% 0.03% 768 -793 -28.86% Q4 2025 Feb 09, 2026
Key FInancial Inc History Reduced 1,939 1,461 0.27% 0.28% 769 -91 -4.48% Q4 2025 Feb 09, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 1,935 1,458 0.31% 0.32% 770 +1 0.05% Q4 2025 Feb 10, 2026
DOLIVER ADVISORS, LP History Added to 1,927 1,452 0.36% 0.28% 771 +471 32.35% Q4 2025 Jan 06, 2026
Advocate Investing Services LLC History New 1,924 1,450 1.3% — 773 +1,924 New Q4 2025 Feb 12, 2026
Allied Investment Advisors, LLC History No change 1,924 1,450 0.22% 0.23% 772 0 0.0% Q4 2025 Feb 09, 2026
Madison Wealth Partners, Inc History Added to 1,913 1,442 0.26% 0.28% 774 +29 1.54% Q4 2025 Feb 10, 2026
OBSIDIAN CIO, LLC History Added to 21,554 1,439 2.13% 0.49% 775 +16,596 334.73% Q4 2025 Feb 18, 2026
Aventus Investment Advisors, Inc. History Reduced 1,907 1,437 1.16% 1.25% 776 -60 -3.05% Q4 2025 Jan 14, 2026
ATX Financial Planning, LLC History New 1,890 1,424 1.1% — 777 +1,890 New Q4 2025 Feb 19, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 1,886 1,421 0.66% — 778 +1,886 New Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Reduced 1,878 1,415 0.06% 0.07% 779 -43 -2.24% Q4 2025 Feb 13, 2026
PDS Planning, Inc History Added to 1,872 1,411 0.09% 0.1% 780 +27 1.46% Q4 2025 Jan 26, 2026
HCR Wealth Advisors History Added to 1,873 1,411 0.14% 0.15% 781 +11 0.59% Q4 2025 Jan 27, 2026
Sowell Financial Services LLC History Added to 1,869 1,409 0.05% 0.05% 782 +224 13.62% Q4 2025 Jan 21, 2026
SAX WEALTH ADVISORS, LLC History Reduced 1,864 1,404 0.07% 0.08% 783 -34 -1.79% Q4 2025 Jan 12, 2026
Sunrise Financial Services, LLC History New 1,860 1,402 1.06% — 784 +1,860 New Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Reduced 1,852 1,396 0.16% 0.24% 785 -21 -1.12% Q4 2025 Feb 13, 2026
NICOLET BANKSHARES INC History Added to 1,849 1,393 0.22% 0.08% 786 +1,185 178.46% Q4 2025 Feb 09, 2026
Americana Partners, LLC History Reduced 1,849 1,393 0.04% 0.04% 787 -10 -0.54% Q4 2025 Feb 06, 2026
Relyea Zuckerberg Hanson LLC History Reduced 1,843 1,389 0.14% 0.15% 788 -45 -2.38% Q4 2025 Jan 20, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 1,839 1,386 0.25% 0.25% 789 0 0.0% Q4 2025 Jan 23, 2026
Blue Fin Capital, Inc. History Added to 1,833 1,381 0.21% 0.2% 790 +114 6.63% Q4 2025 Jan 23, 2026
GREENLEAF TRUST History No change 1,831 1,380 0.01% 0.01% 791 0 0.0% Q4 2025 Jan 21, 2026
Birch Hill Investment Advisors LLC History Added to 1,830 1,379 0.06% 0.05% 792 +161 9.65% Q4 2025 Jan 27, 2026
Conservest Capital Advisors, Inc. History Added to 1,828 1,377 0.12% 0.12% 793 +105 6.09% Q4 2025 Feb 12, 2026
STOCK YARDS BANK & TRUST CO History Reduced 1,821 1,372 0.04% 0.05% 794 -241 -11.69% Q4 2025 Jan 21, 2026
Empowered Funds, LLC History Added to 1,819 1,371 0.02% 0.01% 795 +753 70.64% Q4 2025 Feb 18, 2026
BOS Asset Management, LLC History No change 1,819 1,371 0.37% 0.38% 796 0 0.0% Q4 2025 Jan 09, 2026
Rinkey Investments History Reduced 1,816 1,369 0.35% 0.39% 797 -146 -7.44% Q4 2025 Feb 04, 2026
Family Office Research LLC History Reduced 1,794 1,369 0.56% 0.63% 798 -125 -6.51% Q4 2025 Feb 09, 2026
BOK Financial Private Wealth, Inc. History Added to 1,806 1,361 0.08% 0.05% 799 +767 73.82% Q4 2025 Feb 06, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 1,805 1,360 0.09% 0.1% 800 -146 -7.48% Q4 2025 Feb 04, 2026