VANGUARD INDEX FUNDS - VOE

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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
MORGAN STANLEY History Reduced 4,750,549 842,605 0.05% 0.05% 1 -4,980 -0.1% Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 4,524,777 802,559 1.64% 1.65% 2 +109,932 2.49% Q4 2025 Jan 23, 2026
Betterment LLC History Reduced 3,924,610 696,108 1.33% 1.39% 3 -95,700 -2.38% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 3,906,096 692,824 3.6% — 4 +3,906,096 New Q4 2025 Feb 18, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,122,050 553,757 0.04% 0.04% 5 +84,792 2.79% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 2,704,404 479,680 0.09% 0.09% 6 +65,370 2.48% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,627,102 465,969 0.28% 0.3% 7 +131,700 5.28% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 2,549,206 452,153 0.07% — 8 +2,549,206 New Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 1,735,188 307,770 0.74% 0.68% 9 +136,984 8.57% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,468,370 260,444 0.14% 0.15% 10 +7,461 0.51% Q4 2025 Feb 06, 2026
UBS Group AG History Reduced 1,392,223 246,938 0.04% 0.04% 11 -6,912 -0.49% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,134,692 201,260 0.06% 0.06% 12 -27,771 -2.39% Q4 2025 Feb 10, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 1,104,020 195,820 13.08% 12.9% 13 +7,764 0.71% Q4 2025 Jan 08, 2026
LPL Financial LLC History Reduced 1,075,243 190,715 0.05% 0.05% 14 -197 -0.02% Q4 2025 Feb 11, 2026
FMR LLC History Added to 1,038,344 184,171 0.01% 0.01% 15 +112,367 12.13% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 1,022,955 181,441 1.37% 1.23% 16 +136,421 15.39% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 991,660 175,922 0.04% 0.04% 17 -61,167 -5.81% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 979,350 173,707 0.11% 0.11% 18 +72,508 8.0% Q4 2025 Feb 10, 2026
Orgel Wealth Management, LLC History Added to 847,200 150,267 3.32% 3.26% 19 +27,405 3.34% Q4 2025 Jan 07, 2026
RAYMOND JAMES FINANCIAL INC History Added to 790,818 140,267 0.04% 0.04% 20 +136,177 20.8% Q4 2025 Feb 18, 2026
STIFEL FINANCIAL CORP History Added to 708,046 125,586 0.11% 0.11% 21 +36,946 5.51% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Reduced 677,184 119,485 0.14% 0.19% 22 -5,011 -0.73% Q4 2025 Feb 13, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 623,341 110,561 0.89% 0.86% 23 +23,088 3.85% Q4 2025 Jan 27, 2026
Mariner, LLC History Added to 621,313 110,222 0.13% 0.13% 24 +38,698 6.64% Q4 2025 Feb 13, 2026
SYM FINANCIAL Corp History Added to 559,120 99,171 10.19% 10.23% 25 +11,612 2.12% Q4 2025 Feb 13, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 547,312 97,076 0.75% 0.64% 26 +140,988 34.7% Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Reduced 542,484 96,220 0.78% 0.99% 27 -28,463 -4.99% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 540,826 95,908 2.99% 3.02% 28 +3,268 0.61% Q4 2025 Jan 06, 2026
Rockefeller Capital Management L.P. History Reduced 514,064 91,179 0.16% 0.18% 29 -4,668 -0.9% Q4 2025 Mar 16, 2026
US BANCORP \DE\ History Added to 490,834 87,075 0.1% 0.1% 30 +27,122 5.85% Q4 2025 Jan 30, 2026
Creative Planning History Reduced 434,362 77,042 0.06% 0.06% 31 -1,250 -0.29% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 428,227 75,954 0.1% 0.1% 32 -15,912 -3.58% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 418,098 74,158 0.08% 0.08% 33 +23,188 5.87% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 405,710 72,031 0.11% 0.17% 34 -296,615 -42.23% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 386,527 68,558 0.09% 0.09% 35 +6,426 1.69% Q4 2025 Feb 02, 2026
JPMORGAN CHASE & CO History Added to 382,402 67,826 0.0% 0.0% 36 +19,625 5.41% Q4 2025 Feb 11, 2026
Rodgers & Associates, LTD History Added to 379,805 67,365 6.82% 6.62% 37 +11,808 3.21% Q4 2025 Jan 22, 2026
McAdam, LLC History Added to 347,264 61,594 2.82% 2.83% 38 +18,710 5.69% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 329,122 58,376 0.06% 0.06% 39 +6,062 1.88% Q4 2025 Feb 06, 2026
Krilogy Financial LLC History Added to 297,606 55,137 1.88% 1.87% 40 +8,458 2.93% Q4 2025 Jan 27, 2026
Berman McAleer LLC History Added to 300,489 53,297 7.28% 7.23% 41 +5,982 2.03% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Added to 294,418 52,220 0.25% 0.25% 42 +8,546 2.99% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 272,291 48,296 0.13% 0.06% 43 +155,244 132.63% Q4 2025 Jan 26, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 270,583 47,993 5.88% 6.44% 44 -3,858 -1.41% Q4 2025 Jan 09, 2026
Corient Private Wealth LLC History Added to 281,645 47,641 0.06% 0.07% 45 +18,967 7.22% Q4 2025 Mar 09, 2026
Equitable Holdings, Inc. History Reduced 266,450 47,260 0.32% 0.36% 46 -16,585 -5.86% Q4 2025 Feb 17, 2026
Trust Co History Added to 259,101 45,956 4.31% 4.55% 47 +4,487 1.76% Q4 2025 Jan 15, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 245,109 44,747 0.06% 0.06% 48 +3,744 1.55% Q4 2025 Jan 08, 2026
MML INVESTORS SERVICES, LLC History Added to 242,520 43,015 0.1% 0.11% 49 +11,448 4.95% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Reduced 239,879 42,547 0.03% 0.03% 50 -5,847 -2.38% Q4 2025 Feb 13, 2026
Marotta Asset Management History Added to 223,866 39,707 7.35% 7.32% 51 +587 0.26% Q4 2025 Jan 07, 2026
Align Financial, LLC History New 38,667 38,667 0.02% — 52 +38,667 New Q4 2025 Feb 17, 2026
KWMG, LLC History Added to 203,452 36,086 3.11% 3.02% 53 +6,327 3.21% Q4 2025 Jan 16, 2026
BENJAMIN EDWARDS INC History Added to 199,974 35,476 0.39% 0.37% 54 +10,641 5.62% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Added to 196,890 34,922 0.13% 0.15% 55 +3,036 1.57% Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Added to 193,521 34,324 0.06% 0.01% 56 +163,771 550.49% Q4 2025 Feb 12, 2026
Shakespeare Wealth Management, LLC History Added to 178,829 31,718 7.01% 7.0% 57 +2,597 1.47% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History Added to 177,651 31,509 0.74% 0.7% 58 +10,545 6.31% Q4 2025 Feb 12, 2026
Bragg Financial Advisors, Inc History Added to 175,901 31,199 1.02% 0.98% 59 +6,188 3.65% Q4 2025 Feb 13, 2026
WoodTrust Financial Corp History Added to 173,410 30,758 3.59% 3.6% 60 +208 0.12% Q4 2025 Jan 30, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 173,073 30,697 2.49% 2.52% 61 -2,701 -1.54% Q4 2025 Feb 06, 2026
Summit Financial, LLC History Added to 168,721 29,926 0.44% 0.44% 62 +2,883 1.74% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 164,783 29,227 0.01% 0.01% 63 +12,907 8.5% Q4 2025 Feb 10, 2026
Avion Wealth History Reduced 162,867 28,887 6.06% 6.27% 64 -4,529 -2.71% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 181,794 28,027 0.69% 0.77% 65 -11,353 -5.88% Q4 2025 Feb 09, 2026
BHK Investment Advisors, LLC History Added to 157,777 27,984 9.2% 9.13% 66 +17,736 12.66% Q4 2025 Feb 03, 2026
Falcon Wealth Planning History Added to 156,945 27,837 2.34% 2.38% 67 +5,232 3.45% Q4 2025 Feb 03, 2026
BANK OF MONTREAL /CAN/ History Added to 149,533 26,522 0.01% 0.01% 68 +14,958 11.11% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Reduced 147,047 26,081 0.11% 0.12% 69 -9,477 -6.05% Q4 2025 Feb 13, 2026
DIVERSIFIED MANAGEMENT INC History New 146,071 25,908 6.05% — 70 +146,071 New Q4 2025 Jan 26, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 145,699 25,842 4.72% 4.7% 71 +3,900 2.75% Q4 2025 Jan 13, 2026
BLAIR WILLIAM & CO/IL History Added to 140,164 24,860 0.07% 0.06% 72 +2,213 1.6% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 134,737 23,898 0.39% 0.43% 73 +13,576 11.2% Q4 2025 Mar 12, 2026
Diesslin Group, Inc. History New 131,297 23,288 9.25% — 74 +131,297 New Q4 2025 Feb 25, 2026
Grove Street Fiduciary, LLC History Reduced 131,018 23,238 9.71% 10.91% 75 -1,135 -0.86% Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Added to 130,792 23,198 0.16% 0.19% 76 +3,458 2.72% Q4 2025 Feb 18, 2026
NATIXIS ADVISORS, LLC History Added to 126,770 22,486 0.03% 0.03% 77 +15,131 13.55% Q4 2025 Feb 10, 2026
AIRE ADVISORS, LLC History Added to 126,763 22,483 4.11% 3.99% 78 +981 0.78% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 125,826 22,307 0.12% 0.13% 79 +8,219 6.99% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 123,187 21,849 0.04% 0.04% 80 +2,823 2.35% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Added to 116,248 20,618 0.26% 0.25% 81 +2,395 2.1% Q4 2025 Feb 05, 2026
ARVEST INVESTMENTS, INC. History Added to 110,629 19,622 2.76% 2.72% 82 +2,095 1.93% Q4 2025 Jan 20, 2026
FIRST AMERICAN TRUST, FSB History Reduced 109,235 19,375 1.33% 1.42% 83 -2,690 -2.4% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 106,315 18,857 0.03% 0.03% 84 +2,108 2.02% Q4 2025 Feb 18, 2026
Baird Financial Group, Inc. History Reduced 106,000 18,801 0.03% 0.03% 85 -2,033 -1.88% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 105,338 18,684 0.05% 0.05% 86 -2,511 -2.33% Q4 2025 Feb 05, 2026
Bryn Mawr Trust Advisors, LLC History Added to 104,659 18,563 0.89% 0.82% 87 +9,647 10.15% Q4 2025 Feb 04, 2026
Praetorian Wealth Management, Inc. History Reduced 104,448 18,526 3.68% 3.75% 88 -123 -0.12% Q4 2025 Jan 14, 2026
SAGE FINANCIAL GROUP INC History Added to 103,863 18,422 1.22% 1.23% 89 +362 0.35% Q4 2025 Jan 27, 2026
Ledyard National Bank History Reduced 102,721 18,219 1.57% 1.63% 90 -1,629 -1.56% Q4 2025 Jan 21, 2026
Advisory Alpha, LLC History Added to 102,199 18,127 0.49% 0.49% 91 +1,012 1.0% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 101,554 18,012 0.08% 0.02% 92 +74,394 273.91% Q4 2025 Feb 17, 2026
OLIO Financial Planning History Added to 97,602 17,311 4.86% 4.81% 93 +3,700 3.94% Q4 2025 Jan 21, 2026
Strategic Investment Advisors / MI History Added to 96,806 17,182 1.49% 1.46% 94 +12,677 15.07% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 96,710 17,152 0.35% 0.46% 95 -49,789 -33.99% Q4 2025 Feb 05, 2026
Asset Management Group, Inc. History Added to 96,289 17,078 2.76% 2.73% 96 +618 0.65% Q4 2025 Feb 17, 2026
Roberts Financial Services LLC History Added to 95,898 17,009 5.34% 5.26% 97 +2,602 2.79% Q4 2025 Jan 23, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 92,652 16,434 0.21% 0.22% 98 -3,852 -3.99% Q4 2025 Feb 10, 2026
Dougherty Wealth Advisers LLC History Added to 92,386 16,386 9.26% 9.89% 99 +4,445 5.05% Q4 2025 Jan 29, 2026
ProVise Management Group, LLC History Added to 91,068 16,152 1.15% 1.13% 100 +3,631 4.15% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Added to 87,092 16,085 0.4% 0.39% 101 +1,190 1.39% Q4 2025 Jan 28, 2026
Lutz Financial Services LLC History Added to 89,461 15,867 1.08% 1.13% 102 +43 0.05% Q4 2025 Feb 06, 2026
Compton Wealth Advisory Group, LLC History Reduced 87,531 15,525 3.39% 3.54% 103 -146 -0.17% Q4 2025 Jan 13, 2026
Wealthspire Advisors, LLC History Added to 87,303 15,484 0.12% 0.05% 104 +28,068 47.38% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 85,383 15,144 0.08% 0.08% 105 +970 1.15% Q4 2025 Jan 12, 2026
Evensky & Katz LLC History Reduced 85,096 15,093 0.85% 0.87% 106 -564 -0.66% Q4 2025 Feb 05, 2026
Clayton Financial Group LLC History Added to 84,242 14,942 7.62% 8.56% 107 +17,109 25.49% Q4 2025 Jan 21, 2026
Modera Wealth Management, LLC History Reduced 83,015 14,724 0.17% 0.17% 108 -655 -0.78% Q4 2025 Jan 21, 2026
HUB Investment Partners, LLC History Reduced 82,812 14,688 0.38% 0.48% 109 -246 -0.3% Q4 2025 Feb 17, 2026
LMCG INVESTMENTS, LLC History Reduced 82,237 14,586 0.83% 0.89% 110 -4,240 -4.9% Q4 2025 Feb 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 81,632 14,479 0.18% 0.18% 111 +1,610 2.01% Q4 2025 Jan 29, 2026
FIFTH THIRD BANCORP History Reduced 81,461 14,448 0.05% 0.05% 112 -1,560 -1.88% Q4 2025 Feb 02, 2026
SOA Wealth Advisors, LLC. History Added to 80,151 14,216 2.4% 2.02% 113 +12,675 18.78% Q4 2025 Jan 20, 2026
Sanctuary Advisors, LLC History Added to 79,444 14,091 0.08% 0.04% 114 +30,590 62.62% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Added to 77,812 13,802 0.03% 0.03% 115 +2,216 2.93% Q4 2025 Feb 11, 2026
Payne Capital Management, LLC History Added to 74,302 13,179 4.16% 4.03% 116 +2,687 3.75% Q4 2025 Feb 02, 2026
RTD Financial Advisors, Inc. History Reduced 73,197 12,982 1.58% 1.6% 117 -3,289 -4.3% Q4 2025 Jan 27, 2026
BOKF, NA History Added to 73,003 12,948 0.2% 0.17% 118 +9,322 14.64% Q4 2025 Feb 03, 2026
Apella Capital, LLC History Added to 72,598 12,876 0.25% 0.27% 119 +1,851 2.62% Q4 2025 Jan 21, 2026
FIRST HORIZON CORP History Added to 72,164 12,799 0.57% 0.37% 120 +26,727 58.82% Q4 2025 Jan 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 71,780 12,731 0.07% 0.07% 121 +1,659 2.37% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 70,003 12,416 0.22% 0.24% 122 +371 0.53% Q4 2025 Jan 16, 2026
ASSOCIATED BANC-CORP History Added to 69,230 12,279 0.31% 0.25% 123 +14,699 26.96% Q4 2025 Feb 06, 2026
Sepio Capital, LP History Added to 68,962 12,231 0.67% 0.71% 124 +672 0.98% Q4 2025 Feb 12, 2026
Opes Wealth Management LLC History Added to 68,219 12,100 1.97% 2.04% 125 +750 1.11% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Added to 66,515 11,798 0.1% 0.08% 126 +4,156 6.66% Q4 2025 Jan 05, 2026
Eagle Strategies LLC History Reduced 66,287 11,757 1.5% 1.57% 127 -1,049 -1.56% Q4 2025 Jan 23, 2026
STEVENS CAPITAL PARTNERS History Added to 66,126 11,728 3.07% 3.06% 128 +7,463 12.72% Q4 2025 Jan 27, 2026
Meramec Financial Planners, LLC History New 60,492 11,560 4.51% — 129 +60,492 New Q4 2025 Feb 10, 2026
MAI Capital Management History Added to 65,092 11,545 0.07% 0.06% 130 +5,884 9.94% Q4 2025 Feb 13, 2026
Provident Wealth Management, LLC History Added to 63,857 11,326 3.35% 3.31% 131 +1,082 1.72% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History Added to 63,199 11,209 0.06% 0.06% 132 +3,666 6.16% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Added to 63,116 11,194 0.27% 0.27% 133 +1,181 1.91% Q4 2025 Jan 28, 2026
PRINCIPAL SECURITIES, INC. History Added to 62,399 11,067 0.17% 0.13% 134 +16,941 37.27% Q4 2025 Feb 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 61,710 10,945 0.46% 0.46% 135 -59 -0.1% Q4 2025 Feb 09, 2026
ATLAS CAPITAL ADVISORS INC. History New 60,826 10,788 1.2% — 136 +60,826 New Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Added to 60,236 10,684 0.07% 0.07% 137 +947 1.6% Q4 2025 Jan 29, 2026
BROWN ADVISORY INC History Added to 59,907 10,625 0.01% 0.01% 138 +29,200 95.09% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Reduced 59,509 10,555 0.3% 0.3% 139 -1,313 -2.16% Q4 2025 Feb 10, 2026
Gladwyn Financial Advisors, Inc. History Added to 59,263 10,511 7.39% 7.23% 140 +1,535 2.66% Q4 2025 Jan 08, 2026
Bleakley Financial Group, LLC History Added to 58,164 10,316 0.18% 0.23% 141 +2,358 4.23% Q4 2025 Feb 09, 2026
Midwest Trust Co History Added to 57,353 10,172 0.13% 0.12% 142 +2,724 4.99% Q4 2025 Feb 04, 2026
Scott Capital Advisors, LLC History Added to 55,951 9,924 2.2% 2.18% 143 +723 1.31% Q4 2025 Jan 12, 2026
NORTHERN TRUST CORP History Added to 55,824 9,901 0.0% 0.0% 144 +1,632 3.01% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 55,450 9,835 0.04% 0.04% 145 +476 0.87% Q4 2025 Jan 29, 2026
Texas Yale Capital Corp. History Added to 54,914 9,740 0.3% 0.3% 146 +53 0.1% Q4 2025 Feb 10, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 54,855 9,730 2.72% 2.62% 147 +1,764 3.32% Q4 2025 Feb 02, 2026
COMMERCE BANK History Reduced 54,515 9,669 0.05% 0.05% 148 -363 -0.66% Q4 2025 Feb 13, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 54,342 9,638 0.25% 0.26% 149 -3,353 -5.81% Q4 2025 Jan 07, 2026
Avantax Planning Partners, Inc. History Reduced 53,313 9,456 0.26% 0.27% 150 -996 -1.83% Q4 2025 Feb 05, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 51,824 9,192 0.46% 0.45% 151 -489 -0.93% Q4 2025 Feb 02, 2026
Ashton Thomas Private Wealth, LLC History Reduced 49,808 8,834 0.22% 0.23% 152 -356 -0.71% Q4 2025 Jan 29, 2026
Alpha Omega Wealth Management LLC History Added to 48,746 8,646 1.43% 1.4% 153 +686 1.43% Q4 2025 Jan 22, 2026
ETF Portfolio Partners, Inc. History Added to 48,526 8,607 2.22% 2.21% 154 +908 1.91% Q4 2025 Jan 20, 2026
Prosperity Planning, Inc. History Reduced 48,384 8,581 2.24% 2.29% 155 -285 -0.59% Q4 2025 Jan 14, 2026
Regal Investment Advisors LLC History Added to 48,216 8,552 0.51% 0.52% 156 +2,751 6.05% Q4 2025 Feb 17, 2026
CX Institutional History Added to 47,867 8,490 0.25% 0.25% 157 +1,346 2.89% Q4 2025 Feb 02, 2026
ALESCO ADVISORS LLC History Added to 47,622 8,446 0.22% 0.22% 158 +980 2.1% Q4 2025 Jan 28, 2026
Ameritas Advisory Services, LLC History Added to 47,094 8,353 0.31% 0.1% 159 +38,750 464.41% Q4 2025 Feb 04, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 46,677 8,279 0.26% 0.27% 160 -315 -0.67% Q4 2025 Jan 30, 2026
Brickley Wealth Management History Reduced 46,667 8,277 1.4% 1.42% 161 -1 -0.0% Q4 2025 Jan 29, 2026
SWAN Capital LLC History Reduced 45,826 8,128 3.16% 3.42% 162 -2,547 -5.27% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 45,619 8,091 0.05% 0.05% 163 +3,345 7.91% Q4 2025 Jan 26, 2026
Sharper & Granite LLC History Added to 45,150 8,008 2.82% 2.77% 164 +815 1.84% Q4 2025 Jan 27, 2026
Allworth Financial LP History New 45,020 7,985 0.03% — 165 +45,020 New Q4 2025 Feb 05, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 44,888 7,961 0.13% 0.14% 166 -1,409 -3.04% Q4 2025 Jan 28, 2026
Smallwood Wealth Investment Management, LLC History Reduced 44,600 7,910 4.14% 4.18% 167 -2,443 -5.19% Q4 2025 Jan 23, 2026
Capital Advantage, Inc. History Added to 43,602 7,733 1.04% 1.11% 168 +1,241 2.93% Q4 2025 Jan 07, 2026
Ally Invest Advisors Inc. History Added to 43,277 7,676 0.53% 0.52% 169 +1,568 3.76% Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 42,699 7,573 0.57% 0.52% 170 +6,654 18.46% Q4 2025 Jan 07, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 42,474 7,533 1.09% 0.44% 171 +26,135 159.95% Q4 2025 Jan 23, 2026
PITTENGER & ANDERSON INC History Reduced 42,399 7,520 0.29% 0.27% 172 -125 -0.29% Q4 2025 Feb 02, 2026
Cranbrook Wealth Management, LLC History Reduced 41,507 7,362 1.45% 1.46% 173 -146 -0.35% Q4 2025 Jan 28, 2026
Atria Investments, Inc History Added to 41,364 7,336 0.08% 0.06% 174 +13,445 48.16% Q4 2025 Feb 05, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 41,119 7,293 0.8% 0.85% 175 -839 -2.0% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 40,389 7,163 0.83% 0.87% 176 +1,290 3.3% Q4 2025 Feb 17, 2026
Hilltop National Bank History Added to 40,060 7,105 1.72% 1.65% 177 +1,768 4.62% Q4 2025 Jan 07, 2026
Everhart Financial Group, Inc. History Added to 39,572 7,018 0.65% 0.62% 178 +3,878 10.86% Q4 2025 Jan 07, 2026
Concurrent Investment Advisors, LLC History Added to 39,456 6,998 0.08% 0.11% 179 +3,088 8.49% Q4 2025 Jan 29, 2026
Weinberger Asset Management, Inc History Reduced 39,101 6,935 2.5% 2.53% 180 -932 -2.33% Q4 2025 Feb 09, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 39,051 6,926 0.45% 0.47% 181 -253 -0.64% Q4 2025 Jan 23, 2026
KPP Advisory Services LLC History Reduced 38,688 6,862 1.0% 1.06% 182 -2,292 -5.59% Q4 2025 Feb 02, 2026
May Barnhard Investments LLC History Added to 38,095 6,757 3.19% 3.05% 183 +373 0.99% Q4 2025 Jan 28, 2026
Glenview Trust Co History Added to 37,959 6,732 0.1% 0.07% 184 +11,104 41.35% Q4 2025 Feb 09, 2026
Inlight Wealth Management, LLC History Added to 37,343 6,623 2.43% 1.23% 185 +22,335 148.82% Q4 2025 Jan 23, 2026
Black Diamond Financial, LLC History Added to 36,851 6,536 0.69% 0.7% 186 +961 2.68% Q4 2025 Feb 03, 2026
Merit Financial Group, LLC History Reduced 36,198 6,420 0.05% 0.06% 187 -504 -1.37% Q4 2025 Jan 26, 2026
HB Wealth Management, LLC History Reduced 35,908 6,369 0.04% 0.04% 188 -219 -0.61% Q4 2025 Jan 28, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 35,691 6,335 0.01% 0.0% 189 +32,956 1204.97% Q4 2025 Feb 05, 2026
Bangor Savings Bank History Added to 35,285 6,258 0.5% 0.51% 190 +134 0.38% Q4 2025 Jan 16, 2026
Zeit Capital LLC History Reduced 35,238 6,250 4.22% 4.19% 191 -106 -0.3% Q4 2025 Jan 26, 2026
Accel Wealth Management History Reduced 34,587 6,134 1.68% 1.79% 192 -573 -1.63% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History Reduced 34,558 6,129 0.08% 0.09% 193 -883 -2.49% Q4 2025 Feb 13, 2026
COLUMBIA ADVISORY PARTNERS LLC History Reduced 34,435 6,107 4.16% 4.44% 194 -2,356 -6.4% Q4 2025 Jan 22, 2026
Sollinda Capital Management LLC History New 33,992 6,029 1.54% — 195 +33,992 New Q4 2025 Jan 15, 2026
Echo45 Advisors LLC History Added to 33,263 5,899 3.37% 3.32% 196 +816 2.51% Q4 2025 Feb 06, 2026
Wealth Enhancement Trust Services, Inc. History New 33,253 5,898 0.75% — 197 +33,253 New Q4 2025 Jan 27, 2026
FAS Wealth Partners, Inc. History Added to 33,245 5,896 0.38% 0.39% 198 +322 0.98% Q4 2025 Feb 18, 2026
HFG Advisors, Inc. History Reduced 32,416 5,749 4.17% 4.18% 199 -18 -0.06% Q4 2025 Feb 13, 2026
Maltin Wealth Management, Inc. History Added to 32,127 5,698 2.27% 2.27% 200 +746 2.38% Q4 2025 Jan 15, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 31,896 5,657 3.17% 3.5% 201 -740 -2.27% Q4 2025 Jan 16, 2026
Vestmark Advisory Solutions, Inc. History Added to 31,827 5,645 0.08% 0.08% 202 +7,108 28.76% Q4 2025 Feb 06, 2026
Sterling Capital Management LLC History Added to 31,804 5,641 0.09% 0.07% 203 +3,436 12.11% Q4 2025 Feb 13, 2026
TFB Advisors LLC History Added to 31,519 5,590 1.56% 1.57% 204 +327 1.05% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 31,430 5,574 1.73% 2.23% 205 +1,096 3.61% Q4 2025 Jan 08, 2026
Forza Wealth Management, LLC History No change 31,402 5,569 2.01% 2.1% 206 0 0.0% Q4 2025 Feb 02, 2026
HARBOUR INVESTMENTS, INC. History Added to 31,322 5,555 0.11% 0.12% 207 +951 3.13% Q4 2025 Feb 09, 2026
Robertson Stephens Wealth Management, LLC History Reduced 30,911 5,482 0.14% 0.17% 208 -1,219 -3.79% Q4 2025 Feb 02, 2026
Johnson Financial Group, Inc. History Added to 30,768 5,457 0.2% 0.2% 209 +252 0.83% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 30,568 5,421 0.0% 0.0% 210 +1,176 4.0% Q4 2025 Feb 17, 2026
King Wealth Management Group History Reduced 30,389 5,390 0.65% 0.7% 211 -1,341 -4.23% Q4 2025 Feb 09, 2026
IVC Wealth Advisors LLC History Added to 30,320 5,377 2.34% 2.29% 212 +958 3.26% Q4 2025 Jan 16, 2026
TAGStone Capital, Inc. History Added to 30,027 5,325 1.98% 2.04% 213 +678 2.31% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 29,983 5,318 0.06% 0.08% 214 +1,304 4.55% Q4 2025 Jan 23, 2026
Drucker Wealth 3.0, LLC History Added to 29,973 5,316 0.93% 0.9% 215 +1,002 3.46% Q4 2025 Feb 03, 2026
Arax Advisory Partners History New 29,933 5,309 0.15% — 216 +29,933 New Q4 2025 Feb 13, 2026
Goepper Burkhardt LLC History Reduced 29,933 5,309 1.73% 2.06% 217 -4,655 -13.46% Q4 2025 Feb 09, 2026
Alpine Bank Wealth Management History No change 29,895 5,302 0.75% 0.73% 218 0 0.0% Q4 2025 Jan 15, 2026
Cerity Partners LLC History Added to 29,585 5,247 0.01% 0.01% 219 +2,749 10.24% Q4 2025 Feb 11, 2026
FIRST UNITED BANK & TRUST History Added to 29,498 5,232 1.67% 1.58% 220 +1,537 5.5% Q4 2025 Jan 21, 2026
Perigon Wealth Management, LLC History Added to 29,232 5,184 0.09% 0.1% 221 +738 2.59% Q4 2025 Jan 16, 2026
SOL Capital Management CO History Reduced 29,163 5,173 0.46% 0.48% 222 -1,700 -5.51% Q4 2025 Jan 30, 2026
Spire Wealth Management History Added to 29,079 5,157 0.17% 0.17% 223 +108 0.37% Q4 2025 Jan 14, 2026
CONQUIS FINANCIAL LLC History Added to 28,862 5,119 4.4% 2.59% 224 +13,278 85.2% Q4 2025 Feb 11, 2026
Midwest Financial Group LLC History Added to 28,733 5,096 2.25% 2.33% 225 +672 2.39% Q4 2025 Jan 20, 2026
Clear Harbor Asset Management, LLC History Added to 28,655 5,082 0.34% 0.32% 226 +1,815 6.76% Q4 2025 Feb 10, 2026
Whitegate Investment Counselors, Inc. History Added to 28,648 5,081 1.59% 1.48% 227 +2,886 11.2% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Added to 28,348 5,028 0.0% 0.0% 228 +924 3.37% Q4 2025 Mar 25, 2026
Bruce G. Allen Investments, LLC History Added to 28,261 5,012 3.39% 3.37% 229 +1,322 4.91% Q4 2025 Feb 10, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 28,012 4,968 0.07% 0.07% 230 +1,719 6.54% Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History Reduced 27,808 4,932 0.9% 0.09% 231 -3,649 -11.6% Q4 2025 Mar 04, 2026
Wealthcare Advisory Partners LLC History Added to 27,786 4,928 0.1% 0.09% 232 +1,909 7.38% Q4 2025 Jan 14, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 27,599 4,895 3.4% 3.95% 233 -2,409 -8.03% Q4 2025 Jan 23, 2026
Thrive Capital Management, LLC History Added to 27,439 4,866 1.08% 0.77% 234 +10,392 60.96% Q4 2025 Feb 09, 2026
SilverOak Wealth Management LLC History Added to 27,156 4,816 0.75% 0.35% 235 +15,424 131.47% Q4 2025 Jan 28, 2026
Bank of New York Mellon Corp History Added to 27,051 4,798 0.0% 0.0% 236 +2,538 10.35% Q4 2025 Feb 10, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 27,003 4,789 0.75% 0.84% 237 +797 3.04% Q4 2025 Feb 03, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 26,985 4,786 0.0% 0.0% 238 +9,642 55.6% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 26,933 4,777 0.01% 0.01% 239 +5,837 27.67% Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Reduced 26,915 4,773 0.1% 0.1% 240 -130 -0.48% Q4 2025 Feb 02, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 26,818 4,756 1.09% 1.11% 241 +396 1.5% Q4 2025 Jan 06, 2026
Keystone Financial Services, LLC History Added to 26,161 4,640 3.16% 3.13% 242 +503 1.96% Q4 2025 Jan 27, 2026
Peak Retirement Planning, Inc. History Added to 25,944 4,601 1.08% 0.75% 243 +10,662 69.77% Q4 2025 Feb 10, 2026
LifePlan Investment Advisors, Inc. History Added to 25,826 4,580 1.87% 1.86% 244 +371 1.46% Q4 2025 Feb 09, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 25,398 4,504 0.28% 0.25% 245 +5,557 28.01% Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 25,109 4,453 0.09% 0.09% 246 +181 0.73% Q4 2025 Feb 12, 2026
LPWM LLC History Added to 24,966 4,428 1.12% 1.02% 247 +2,973 13.52% Q4 2025 Jan 06, 2026
JNBA Financial Advisors History Reduced 24,632 4,368 0.38% 0.4% 248 -408 -1.63% Q4 2025 Jan 26, 2026
CHOREO, LLC History Reduced 24,146 4,318 0.06% 0.06% 249 -186 -0.76% Q4 2025 Jan 23, 2026
Mustard Seed Financial, LLC History Added to 24,179 4,288 2.7% 2.67% 250 +348 1.46% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Reduced 23,987 4,254 0.06% 0.06% 251 -197 -0.81% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 23,889 4,237 0.06% 0.05% 252 +162 0.68% Q4 2025 Feb 02, 2026
Institute for Wealth Management, LLC. History Reduced 23,867 4,233 0.45% 0.44% 253 -184 -0.77% Q4 2025 Jan 27, 2026
Tacita Capital Inc History Reduced 23,851 4,230 2.45% 2.53% 254 -125 -0.52% Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History Added to 23,820 4,223 0.03% 0.03% 255 +30 0.13% Q4 2025 Jan 27, 2026
NovaPoint Capital, LLC History Reduced 23,669 4,198 1.08% 1.14% 257 -2,910 -10.95% Q4 2025 Jan 21, 2026
ROVIN CAPITAL /UT/ /ADV History Reduced 23,669 4,198 1.11% 1.12% 256 -833 -3.4% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Reduced 23,495 4,167 0.0% 0.0% 258 -180 -0.76% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Reduced 23,404 4,151 0.15% 0.17% 259 -1,853 -7.34% Q4 2025 Feb 06, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 23,292 4,131 0.37% 0.42% 260 -358 -1.51% Q4 2025 Jan 30, 2026
CENTRAL TRUST Co History Reduced 23,135 4,103 0.08% 0.09% 261 -280 -1.2% Q4 2025 Feb 02, 2026
MGO ONE SEVEN LLC History Added to 23,097 4,096 0.08% 0.09% 262 +1,003 4.54% Q4 2025 Feb 03, 2026
Pinnacle Financial Group, LLC / IL History Added to 22,965 4,073 1.18% 1.2% 263 +302 1.33% Q4 2025 Feb 05, 2026
Savant Capital, LLC History Reduced 22,890 4,059 0.02% 0.02% 264 -60 -0.26% Q4 2025 Feb 10, 2026
Northwest & Ethical Investments L.P. History Reduced 22,392 4,004 0.09% 0.1% 265 -1,218 -5.16% Q4 2025 Feb 17, 2026
Fee-Only Financial Planning, L.C. History Reduced 22,518 3,994 2.33% 2.3% 266 -100 -0.44% Q4 2025 Jan 26, 2026
Strategic Advisors LLC History Added to 22,343 3,963 0.62% 0.2% 267 +15,336 218.87% Q4 2025 Feb 10, 2026
Petix & Botte Co History Reduced 22,271 3,949 0.9% 1.03% 268 -3,299 -12.9% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Reduced 22,167 3,931 0.13% 0.14% 269 -123 -0.55% Q4 2025 Jan 20, 2026
Gilman Hill Asset Management, LLC History Added to 22,158 3,930 0.62% 0.58% 270 +925 4.36% Q4 2025 Jan 12, 2026
Veridan Wealth LLC History Added to 21,759 3,859 1.3% 1.29% 271 +301 1.4% Q4 2025 Feb 13, 2026
Stokes Family Office, LLC History Reduced 21,623 3,835 0.35% 0.37% 272 -980 -4.34% Q4 2025 Feb 18, 2026
Stillwater Capital Advisors, LLC History Added to 21,570 3,825 0.41% 0.36% 273 +3,214 17.51% Q4 2025 Jan 14, 2026
Ifrah Financial Services, Inc. History Reduced 21,262 3,771 0.97% 0.97% 274 -281 -1.3% Q4 2025 Jan 22, 2026
Houlihan Financial Resource Group, Ltd. History Added to 20,690 3,745 1.42% 1.59% 275 +10,308 99.29% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 20,856 3,699 0.05% 0.06% 276 -11,974 -36.47% Q4 2025 Feb 11, 2026
RoundAngle Advisors LLC History Added to 20,844 3,697 2.69% 2.5% 277 +2,333 12.6% Q4 2025 Jan 12, 2026
Sterling Financial Planning, Inc. History Added to 20,744 3,679 1.11% 1.13% 278 +189 0.92% Q4 2025 Jan 27, 2026
Visionary Wealth Advisors History Added to 20,551 3,645 0.16% 0.16% 279 +702 3.54% Q4 2025 Feb 13, 2026
STAGE HARBOR FINANCIAL, LLC History Reduced 20,432 3,624 2.44% 2.62% 280 -106 -0.52% Q4 2025 Feb 17, 2026
Envision Financial LLC History Reduced 20,382 3,615 1.91% 2.12% 281 -773 -3.65% Q4 2025 Jan 07, 2026
MSH Capital Advisors LLC History No change 20,381 3,614 0.77% 0.95% 282 0 0.0% Q4 2025 Feb 09, 2026
Prism Advisors, Inc. History Reduced 19,938 3,536 0.94% 1.36% 283 -8,875 -30.8% Q4 2025 Jan 23, 2026
Integrated Capital Management, LLC History Reduced 19,196 3,404 1.46% 1.51% 284 -310 -1.59% Q4 2025 Jan 26, 2026
Cooke Wealth Management, LLC History New 18,407 3,401 2.97% — 285 +18,407 New Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 19,132 3,393 0.06% 0.04% 286 +7,986 71.65% Q4 2025 Feb 06, 2026
Baring Financial LLC History Reduced 18,902 3,352 2.04% 4.17% 287 -16,132 -46.05% Q4 2025 Jan 07, 2026
Sigma Planning Corp History Added to 18,813 3,336 0.09% 0.09% 288 +562 3.08% Q4 2025 Jan 30, 2026
Vise Technologies, Inc. History Added to 18,563 3,292 0.06% 0.03% 289 +13,259 249.98% Q4 2025 Feb 11, 2026
AIMZ Investment Advisors, LLC History Added to 18,531 3,286 0.94% 0.88% 290 +2,479 15.44% Q4 2025 Feb 17, 2026
White Lighthouse Investment Management Inc. History Reduced 18,525 3,285 0.46% 0.49% 291 -59 -0.32% Q4 2025 Feb 09, 2026
CULBERTSON A N & CO INC History Added to 18,416 3,266 0.45% 0.41% 292 +1,810 10.9% Q4 2025 Jan 21, 2026
OneDigital Investment Advisors LLC History Added to 18,381 3,260 0.03% 0.03% 293 +1,655 9.89% Q4 2025 Feb 13, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 18,333 3,251 0.73% 0.74% 294 +403 2.25% Q4 2025 Jan 12, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 18,250 3,236 0.45% 0.51% 295 -638 -3.38% Q4 2025 Jan 23, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Added to 18,071 3,205 1.6% 1.55% 296 +238 1.33% Q4 2025 Jan 30, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 18,000 3,192 0.23% 0.22% 297 0 0.0% Q4 2025 Feb 12, 2026
Wedmont Private Capital History Added to 17,530 3,157 0.11% 0.11% 298 +26 0.15% Q4 2025 Jan 08, 2026
Strategic Wealth Advisors LLC History New 17,797 3,156 2.7% — 299 +17,797 New Q4 2025 Feb 03, 2026
INTEGRITY ALLIANCE, LLC. History Added to 17,734 3,145 0.11% 0.12% 300 +3,364 23.41% Q4 2025 Feb 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 17,470 3,098 0.18% 0.15% 301 +5,213 42.53% Q4 2025 Feb 10, 2026
Monetary Solutions, Ltd History New 17,443 3,093 3.05% — 302 +17,443 New Q4 2025 Feb 23, 2026
Cascade Financial Partners, LLC History Reduced 17,422 3,090 0.31% 0.36% 303 -437 -2.45% Q4 2025 Feb 06, 2026
Ellevest, Inc. History Added to 17,362 3,079 0.43% 0.42% 304 +586 3.49% Q4 2025 Feb 10, 2026
Avant Capital LLC History Reduced 17,199 3,050 2.09% 2.22% 305 -917 -5.06% Q4 2025 Feb 13, 2026
GC Wealth Management RIA, LLC History Reduced 17,189 3,048 0.11% 0.11% 306 -1,319 -7.13% Q4 2025 Jan 30, 2026
Aptus Capital Advisors, LLC History Added to 17,012 3,017 0.02% 0.02% 307 +806 4.97% Q4 2025 Feb 13, 2026
WealthShield Partners, LLC History Reduced 16,997 3,016 0.33% 0.36% 308 -1,115 -6.16% Q4 2025 Feb 03, 2026
Steward Partners Investment Advisory, LLC History Added to 16,950 3,006 0.02% 0.02% 309 +388 2.34% Q4 2025 Feb 12, 2026
MMA ASSET MANAGEMENT LLC History Reduced 16,844 2,987 1.06% 1.03% 310 -800 -4.53% Q4 2025 Feb 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 16,771 2,974 0.8% 0.02% 311 +16,492 5911.11% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Reduced 16,670 2,956 0.04% 0.04% 312 -165 -0.98% Q4 2025 Feb 02, 2026
rebel Financial LLC History New 16,611 2,946 1.26% — 313 +16,611 New Q4 2025 Mar 27, 2026
Integrated Wealth Concepts LLC History Reduced 16,527 2,931 0.03% 0.05% 314 -13,395 -44.77% Q4 2025 Feb 13, 2026
CHILTON INVESTMENT CO INC. History No change 16,420 2,912 0.06% 0.06% 315 0 0.0% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 16,336 2,898 0.09% — 316 +16,336 New Q4 2025 Feb 13, 2026
Grove Bank & Trust History Added to 16,272 2,886 0.32% 0.26% 317 +3,759 30.04% Q4 2025 Jan 08, 2026
Werba Rubin Papier Wealth Management History Reduced 16,260 2,884 0.78% 0.46% 318 -12 -0.07% Q4 2025 Jan 27, 2026
Hegarty Advisors, LLC History New 16,189 2,871 2.49% — 319 +16,189 New Q4 2025 Jan 29, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 16,086 2,853 0.32% 0.34% 320 -612 -3.67% Q4 2025 Jan 08, 2026
BANK OF HAWAII History Added to 16,084 2,852 0.14% 0.13% 321 +1,707 11.87% Q4 2025 Mar 03, 2026
CBIZ Investment Advisory Services, LLC History No change 16,027 2,842 0.11% 0.11% 322 0 0.0% Q4 2025 Feb 09, 2026
TRITONPOINT WEALTH, LLC History No change 16,027 2,842 0.29% 0.24% 323 0 0.0% Q4 2025 Jan 20, 2026
Brookstone Capital Management History Added to 15,821 2,806 0.03% 0.02% 324 +4,401 38.54% Q4 2025 Jan 15, 2026
NICOLET BANKSHARES INC History Added to 15,790 2,800 0.45% 0.35% 325 +3,306 26.48% Q4 2025 Feb 09, 2026
Washington Trust Advisors, Inc. History Added to 15,710 2,786 0.21% 0.21% 326 +243 1.57% Q4 2025 Feb 03, 2026
Checchi Capital Advisers, LLC History Reduced 15,663 2,778 0.14% 0.14% 327 -115 -0.73% Q4 2025 Jan 27, 2026
Westwood Wealth Management History New 15,525 2,753 2.07% — 328 +15,525 New Q4 2025 Jan 20, 2026
Lionshead Wealth Management, LLC History Added to 15,525 2,753 2.07% 1.87% 329 +2,084 15.5% Q4 2025 Jan 13, 2026
IEQ CAPITAL, LLC History Reduced 15,470 2,743 0.01% 0.02% 330 -12,851 -45.38% Q4 2025 Feb 13, 2026
Sagace Wealth Management LLC History Added to 15,350 2,722 1.85% 1.79% 331 +278 1.84% Q4 2025 Feb 02, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 15,168 2,690 0.05% 0.06% 332 -216 -1.4% Q4 2025 Feb 06, 2026
Pinnacle Financial Partners, Inc. History New 15,070 2,675 0.02% — 333 +15,070 New Q4 2025 Feb 18, 2026
Cooksen Wealth, LLC History Reduced 14,939 2,649 1.94% 2.01% 334 -473 -3.07% Q4 2025 Jan 20, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 14,701 2,607 0.17% 0.18% 335 -738 -4.78% Q4 2025 Feb 04, 2026
CITIGROUP INC History Added to 14,572 2,584 0.0% 0.0% 336 +847 6.17% Q4 2025 Feb 13, 2026
VANGUARD GROUP INC History Added to 14,516 2,574 0.0% 0.0% 337 +369 2.61% Q4 2025 Jan 29, 2026
180 WEALTH ADVISORS, LLC History Reduced 14,145 2,508 0.29% 0.3% 338 -142 -0.99% Q4 2025 Jan 09, 2026
Prosperity Consulting Group, LLC History Reduced 13,973 2,478 0.11% 0.13% 339 -1,111 -7.37% Q4 2025 Feb 17, 2026
Wealth Preservation Advisors, LLC History Reduced 13,956 2,475 1.25% 1.45% 340 -304 -2.13% Q4 2025 Feb 23, 2026
UNIVEST FINANCIAL Corp History Added to 13,953 2,474 0.13% 0.12% 341 +1,314 10.4% Q4 2025 Feb 04, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 13,900 2,465 0.0% 0.0% 342 +9,200 195.74% Q4 2025 Feb 12, 2026
Willis Johnson & Associates, Inc. History Reduced 13,806 2,448 0.15% 0.16% 343 -950 -6.44% Q4 2025 Jan 22, 2026
Kingsview Wealth Management, LLC History Added to 13,695 2,429 0.03% 0.03% 345 +781 6.05% Q4 2025 Feb 09, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 13,700 2,429 0.14% 0.14% 344 0 0.0% Q4 2025 Feb 13, 2026
Financial Guidance Group, Inc. History Reduced 13,600 2,412 0.99% 1.08% 346 -202 -1.46% Q4 2025 Jan 26, 2026
WEALTH ALLIANCE, LLC History Reduced 13,587 2,409 0.24% 0.25% 347 -284 -2.05% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 12,819 2,375 0.11% 0.0% 348 +12,547 4612.87% Q4 2025 Jan 21, 2026
Arkadios Wealth Advisors History Added to 13,267 2,353 0.05% 0.02% 349 +7,649 136.15% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 13,193 2,340 0.11% 0.11% 350 +3,237 32.51% Q4 2025 Jan 28, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 12,661 2,245 0.05% 0.06% 351 -1,301 -9.32% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History Added to 12,214 2,229 0.02% 0.02% 352 +2,193 21.88% Q4 2025 Jan 26, 2026
Stratos Wealth Advisors, LLC History Reduced 12,543 2,224 0.11% 0.11% 353 -592 -4.51% Q4 2025 Jan 20, 2026
Granite FO LLC History No change 12,460 2,210 1.18% 1.18% 354 0 0.0% Q4 2025 Feb 06, 2026
Sound View Wealth Advisors Group, LLC History Reduced 12,377 2,195 0.15% 0.16% 355 -646 -4.96% Q4 2025 Jan 08, 2026
Veratis Advisors, Inc. History New 11,387 2,184 1.73% — 356 +11,387 New Q4 2025 Feb 18, 2026
Fortitude Family Office, LLC History No change 12,300 2,181 0.51% 0.58% 357 0 0.0% Q4 2025 Jan 15, 2026
J.W. COLE ADVISORS, INC. History Reduced 28,641 2,165 0.05% 0.1% 358 -717 -2.44% Q4 2025 Feb 11, 2026
Zhang Financial LLC History Added to 12,209 2,165 0.08% 0.08% 360 +588 5.06% Q4 2025 Feb 10, 2026
Pathway Financial Advisors LLC History No change 11,864 2,165 0.27% 0.28% 359 0 0.0% Q4 2025 Jan 14, 2026
Elite Financial, Inc. History Added to 12,116 2,149 0.98% 0.7% 361 +3,355 38.29% Q4 2025 Feb 12, 2026
WAYSTONE ADVISORS LLC History New 12,027 2,133 1.83% — 362 +12,027 New Q4 2025 Feb 09, 2026
Michels Family Financial, LLC History Added to 12,004 2,129 1.56% 1.59% 363 +289 2.47% Q4 2025 Feb 19, 2026
Marin Bay Wealth Advisors, LLC History New 11,987 2,126 1.22% — 364 +11,987 New Q4 2025 Feb 17, 2026
Paragon Capital Management Ltd History Added to 11,941 2,118 0.42% 0.09% 365 +9,235 341.28% Q4 2025 Jan 22, 2026
Brindle & Bay Financial Advisors, LLC History New 11,824 2,097 1.4% — 367 +11,824 New Q4 2025 Jan 29, 2026
AMG National Trust Bank History No change 11,828 2,097 0.05% 0.05% 366 0 0.0% Q4 2025 Jan 30, 2026
NewEdge Wealth, LLC History Added to 11,753 2,084 0.02% 0.02% 368 +1,794 18.01% Q4 2025 Feb 03, 2026
Meridian Wealth Management, LLC History Added to 11,687 2,073 0.07% 0.08% 369 +185 1.61% Q4 2025 Feb 04, 2026
Simmons Bank History Reduced 11,631 2,062 0.14% 0.14% 370 -155 -1.32% Q4 2025 Feb 05, 2026
Net Worth Advisory Group History Added to 11,587 2,055 0.42% 0.16% 371 +8,431 267.14% Q4 2025 Jan 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 11,512 2,041 0.03% 0.03% 372 +1,203 11.67% Q4 2025 Feb 10, 2026
RMR Capital Management, LLC History Reduced 11,433 2,027 1.46% 1.48% 373 -687 -5.67% Q4 2025 Feb 12, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 10,573 2,020 0.29% 0.28% 374 +504 5.01% Q4 2025 Feb 11, 2026
Index Fund Advisors, Inc. History Reduced 11,367 2,016 0.09% 0.1% 375 -198 -1.71% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History Reduced 11,233 1,992 0.0% 0.0% 376 -823 -6.83% Q4 2025 Jan 30, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 11,112 1,970 0.0% 0.0% 377 0 0.0% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 10,881 1,929 0.01% — 378 +10,881 New Q4 2025 Feb 13, 2026
Ballentine Partners, LLC History Reduced 10,856 1,925 0.03% 0.03% 379 -135 -1.23% Q4 2025 Feb 03, 2026
Center For Asset Management LLC History Reduced 10,801 1,915 1.0% 1.05% 380 -493 -4.37% Q4 2025 Jan 21, 2026
Prospera Financial Services Inc History Reduced 10,739 1,907 0.03% 0.03% 381 -955 -8.17% Q4 2025 Feb 09, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 10,696 1,897 0.43% 0.45% 382 -4 -0.04% Q4 2025 Jan 26, 2026
Legacy Edge Advisors, LLC History New 10,564 1,873 0.21% — 384 +10,564 New Q4 2025 Feb 02, 2026
Focus Financial Network, Inc. History Added to 10,565 1,873 0.07% 0.07% 383 +27 0.26% Q4 2025 Jan 12, 2026
Financial Engines Advisors L.L.C. History Reduced 10,559 1,872 0.0% 0.0% 385 -1,006 -8.7% Q4 2025 Feb 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 10,500 1,862 0.14% 0.14% 386 0 0.0% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 10,497 1,861 0.1% 0.1% 387 +632 6.41% Q4 2025 Jan 14, 2026
Leading Edge Financial Planning LLC History New 10,463 1,855 0.42% — 388 +10,463 New Q4 2025 Jan 21, 2026
Horizon Investments, LLC History Added to 10,341 1,834 0.02% 0.02% 389 +1,367 15.23% Q4 2025 Feb 02, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 10,289 1,824 0.23% 0.15% 391 +4,189 68.67% Q4 2025 Jan 15, 2026
STALEY CAPITAL ADVISERS INC History No change 10,285 1,824 0.08% 0.07% 390 0 0.0% Q4 2025 Feb 05, 2026
Cornerstone Wealth Management, LLC History Reduced 10,230 1,814 0.09% 0.1% 392 -356 -3.36% Q4 2025 Feb 05, 2026
Jacobs Equity LLC History New 10,226 1,813 1.75% — 393 +10,226 New Q4 2025 Feb 19, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 10,162 1,802 0.03% — 394 +10,162 New Q4 2025 Feb 19, 2026
MATHER GROUP, LLC. History Reduced 10,146 1,799 0.02% 0.02% 395 -14 -0.14% Q4 2025 Jan 13, 2026
Atlantic Union Bankshares Corp History Added to 10,028 1,778 0.03% 0.03% 396 +1 0.01% Q4 2025 Feb 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 9,942 1,763 0.11% 0.13% 397 -1,089 -9.87% Q4 2025 Jan 26, 2026
HOWE & RUSLING INC History Added to 9,939 1,762 0.12% 0.11% 398 +539 5.73% Q4 2025 Feb 17, 2026
MidWestOne Financial Group, Inc. History Added to 9,910 1,757 0.2% 0.2% 399 +324 3.38% Q4 2025 Feb 12, 2026
Total Wealth Planning, LLC History Reduced 9,877 1,751 3.75% 3.5% 401 -163,500 -94.3% Q4 2025 Feb 13, 2026
Argent Trust Co History Reduced 9,875 1,751 0.06% 0.06% 400 -127 -1.27% Q4 2025 Feb 10, 2026
Insight Advisors, LLC/ PA History Reduced 9,876 1,751 0.27% 0.27% 402 -109 -1.09% Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Reduced 9,128 1,744 0.04% 0.07% 403 -6,861 -42.91% Q4 2025 Feb 09, 2026
Joel Isaacson & Co., LLC History Added to 9,838 1,744 0.06% 0.06% 404 +920 10.32% Q4 2025 Jan 30, 2026
SageView Advisory Group, LLC History Added to 9,831 1,743 0.06% 0.06% 405 +31 0.32% Q4 2025 Feb 17, 2026
Well Done, LLC History Reduced 9,705 1,721 0.26% 0.29% 406 -155 -1.57% Q4 2025 Jan 13, 2026
Centennial Advisors, LLC History New 9,697 1,719 2.23% — 407 +9,697 New Q4 2025 Jan 22, 2026
CARDIFF PARK ADVISORS, LLC History Added to 9,522 1,688 0.14% 0.13% 408 +37 0.39% Q4 2025 Feb 17, 2026
Indivisible Partners History New 9,504 1,685 0.18% — 409 +9,504 New Q4 2025 Feb 03, 2026
Clark Asset Management, LLC History Added to 9,382 1,664 0.17% 0.04% 410 +7,447 384.86% Q4 2025 Jan 27, 2026
Ironsides Asset Advisors, LLC History Added to 9,274 1,644 0.42% 0.42% 411 +3 0.03% Q4 2025 Feb 12, 2026
Sendero Wealth Management, LLC History New 9,258 1,642 0.18% — 412 +9,258 New Q4 2025 Jan 13, 2026
Stratos Wealth Partners, LTD. History Reduced 9,177 1,627 0.02% 0.02% 413 -268 -2.84% Q4 2025 Jan 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 9,145 1,622 0.1% 0.1% 415 +745 8.87% Q4 2025 Jan 23, 2026
Wolff Financial Management LLC History Added to 9,147 1,622 0.36% 0.37% 414 +62 0.68% Q4 2025 Feb 06, 2026
Mainstream Capital Management LLC History Reduced 9,119 1,617 1.06% 1.16% 416 -838 -8.42% Q4 2025 Jan 21, 2026
Ironwood Financial, llc History Added to 8,811 1,615 0.27% 0.25% 417 +791 9.86% Q4 2025 Jan 15, 2026
BKM Wealth Management, LLC History Added to 9,100 1,614 0.59% 0.53% 418 +858 10.41% Q4 2025 Jan 29, 2026
Gibraltar Capital Management, Inc. History Added to 8,999 1,596 0.27% 0.28% 419 +38 0.42% Q4 2025 Feb 02, 2026
SC&H Financial Advisors, Inc. History Added to 8,931 1,584 0.25% 0.24% 420 +598 7.18% Q4 2025 Jan 21, 2026
MONECO ADVISORS, LLC History Added to 8,904 1,579 0.13% 0.12% 421 +334 3.9% Q4 2025 Feb 04, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 8,885 1,575 0.76% 0.75% 422 -60 -0.67% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Added to 8,850 1,569 0.04% 0.04% 423 +123 1.41% Q4 2025 Feb 17, 2026
Choate Investment Advisors History No change 8,787 1,558 0.03% 0.03% 424 0 0.0% Q4 2025 Feb 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 8,725 1,547 0.05% 0.05% 425 +20 0.23% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History New 8,699 1,542 0.01% — 426 +8,699 New Q4 2025 Jan 27, 2026
Csenge Advisory Group History Reduced 8,668 1,537 0.07% 0.07% 427 -97 -1.11% Q4 2025 Feb 06, 2026
NWAM LLC History Reduced 8,355 1,532 0.09% 0.09% 428 -1,013 -10.81% Q4 2025 Feb 04, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 8,628 1,530 1.14% 1.22% 429 0 0.0% Q4 2025 Feb 10, 2026
FineMark National Bank & Trust History Added to 8,575 1,520 0.05% 0.03% 430 +3,721 76.66% Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History Reduced 8,542 1,515 0.13% 0.13% 431 -18 -0.21% Q4 2025 Feb 12, 2026
Clear Creek Financial Management, LLC History Added to 8,541 1,514 0.12% 0.13% 432 +180 2.15% Q4 2025 Jan 23, 2026
TRUST CO OF VERMONT History Reduced 8,518 1,510 0.06% 0.07% 433 -1,037 -10.85% Q4 2025 Jan 16, 2026
SEEDS INVESTOR LLC History Added to 8,493 1,506 0.29% 0.31% 434 +99 1.18% Q4 2025 Jan 27, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 8,434 1,496 0.03% 0.01% 435 +5,762 215.64% Q4 2025 Feb 10, 2026
ARWA LLC History New 8,429 1,495 0.87% — 436 +8,429 New Q4 2025 Feb 27, 2026
Equity Wealth Partners, LLC History Added to 8,429 1,494 0.97% 1.18% 437 +82 0.98% Q4 2025 Jan 26, 2026
Genesis Financial Group, LLC History New 8,384 1,487 0.86% — 438 +8,384 New Q4 2025 Jan 16, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 8,302 1,472 0.27% 0.25% 439 +441 5.61% Q4 2025 Jan 16, 2026
Buttonwood Financial Advisors Inc. History Added to 8,276 1,467 0.49% 0.49% 440 +151 1.86% Q4 2025 Feb 04, 2026
MidAtlantic Capital Management, Inc. History Reduced 8,262 1,465 0.94% 0.99% 441 -74 -0.89% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 8,240 1,461 0.03% 0.03% 442 +953 13.08% Q4 2025 Feb 06, 2026
Tidal Investments LLC History Added to 8,142 1,444 0.0% 0.0% 443 +43 0.53% Q4 2025 Feb 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 8,119 1,440 0.08% 0.07% 444 +802 10.96% Q4 2025 Jan 13, 2026
Revolve Wealth Partners, LLC History No change 8,052 1,428 0.17% 0.17% 445 0 0.0% Q4 2025 Jan 20, 2026
Three Arch Wealth Management LLC History New 8,031 1,424 0.27% — 446 +8,031 New Q4 2025 Feb 13, 2026
Intergy Private Wealth, LLC History Added to 8,014 1,421 0.43% 0.42% 448 +235 3.02% Q4 2025 Jan 22, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 8,016 1,421 0.01% 0.01% 447 +7 0.09% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Added to 7,931 1,406 0.07% 0.08% 449 +31 0.39% Q4 2025 Jan 20, 2026
East Coast Asset Management, LLC. History Reduced 7,900 1,401 0.41% 0.46% 450 -449 -5.38% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 7,889 1,399 0.01% 0.01% 451 -182 -2.25% Q4 2025 Feb 12, 2026
Acropolis Investment Management, LLC History Reduced 7,811 1,385 0.06% 0.07% 452 -589 -7.01% Q4 2025 Jan 14, 2026
1834 INVESTMENT ADVISORS CO History Reduced 7,726 1,370 0.17% 0.17% 453 -184 -2.33% Q4 2025 Jan 29, 2026
CJM Wealth Advisers, Ltd. History Reduced 7,628 1,352 0.4% 0.42% 454 -128 -1.65% Q4 2025 Jan 23, 2026
Bishop & Co Investment Management, LLC History Reduced 7,450 1,321 0.44% 0.44% 455 -7 -0.09% Q4 2025 Jan 21, 2026
Evergreen Wealth Management, LLC History Reduced 7,445 1,320 0.66% 0.72% 456 -405 -5.16% Q4 2025 Feb 06, 2026
Main Street Financial Solutions, LLC History Reduced 7,418 1,315 0.1% 0.08% 457 -20 -0.27% Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History Reduced 7,394 1,312 0.15% 0.15% 458 -98 -1.31% Q4 2025 Jan 21, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 7,291 1,293 0.0% 0.0% 459 +5,011 219.78% Q4 2025 Feb 18, 2026
Oakworth Capital, Inc. History Reduced 7,285 1,292 0.07% 0.07% 460 -3 -0.04% Q4 2025 Jan 30, 2026
Maridea Wealth Management LLC History Reduced 7,272 1,289 0.19% 0.2% 461 -320 -4.21% Q4 2025 Jan 08, 2026
Parallel Advisors, LLC History Reduced 7,246 1,285 0.02% 0.03% 462 -672 -8.49% Q4 2025 Feb 11, 2026
Dentgroup LLC History Reduced 7,221 1,280 0.88% 0.82% 463 -4 -0.06% Q4 2025 Jan 28, 2026
Nikulski Financial, Inc. History Added to 7,204 1,277 0.31% 0.17% 464 +3,215 80.6% Q4 2025 Jan 15, 2026
PLANNING DIRECTIONS INC History Reduced 7,123 1,263 0.64% 0.72% 465 -753 -9.56% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History Added to 7,086 1,256 0.06% 0.1% 466 +1,007 16.57% Q4 2025 Feb 17, 2026
Chemistry Wealth Management LLC History No change 7,068 1,253 0.23% 0.24% 467 0 0.0% Q4 2025 Jan 06, 2026
Lido Advisors, LLC History Added to 7,043 1,238 0.0% 0.0% 468 +257 3.79% Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History Added to 6,954 1,233 0.05% 0.05% 469 +742 11.94% Q4 2025 Jan 27, 2026
Callan Family Office, LLC History Added to 6,878 1,219 0.03% 0.04% 470 +196 2.93% Q4 2025 Feb 12, 2026
American Institute for Advanced Investment Management, LLP History Reduced 6,717 1,191 0.77% 0.77% 471 -57 -0.84% Q4 2025 Feb 04, 2026
Novak & Powell Financial Services, Inc. History No change 6,720 1,191 0.62% 0.62% 472 0 0.0% Q4 2025 Feb 10, 2026
Ausdal Financial Partners, Inc. History Added to 6,714 1,190 0.06% 0.05% 473 +984 17.17% Q4 2025 Feb 13, 2026
Friday Financial History Added to 6,652 1,179 0.42% 0.48% 474 +142 2.18% Q4 2025 Jan 09, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 6,646 1,178 0.2% 0.2% 475 +27 0.41% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 6,451 1,177 0.02% 0.03% 476 -675 -9.47% Q4 2025 Jan 26, 2026
St. Louis Trust Co History No change 6,588 1,168 0.13% 0.14% 477 0 0.0% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Added to 6,571 1,165 0.04% 0.04% 478 +140 2.18% Q4 2025 Jan 21, 2026
COZAD ASSET MANAGEMENT INC History Added to 6,564 1,164 0.09% 0.09% 479 +137 2.13% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 6,549 1,161 0.04% 0.05% 480 +440 7.2% Q4 2025 Jan 20, 2026
Collaborative Wealth Managment Inc. History Added to 6,519 1,156 0.41% 0.24% 481 +3,147 93.33% Q4 2025 Feb 09, 2026
FIRST NATIONAL BANK OF OMAHA History New 6,465 1,154 0.03% — 482 +6,465 New Q4 2025 Feb 13, 2026
DeLarme Wealth Management, Inc. History New 6,473 1,148 0.82% — 483 +6,473 New Q4 2025 Jan 26, 2026
Russell Investments Group, Ltd. History Added to 6,453 1,144 0.0% 0.0% 484 +268 4.33% Q4 2025 Feb 17, 2026
American Trust History Added to 6,367 1,129 0.09% 0.09% 485 +62 0.98% Q4 2025 Feb 17, 2026
Belpointe Asset Management LLC History Reduced 6,335 1,123 0.04% 0.04% 486 -19 -0.3% Q4 2025 Jan 27, 2026
WARNER FINANCIAL, INC History Added to 6,306 1,118 0.39% 0.41% 487 +58 0.93% Q4 2025 Jan 21, 2026
Guidance Point Advisors, LLC History Added to 6,276 1,113 0.26% 0.26% 488 +32 0.51% Q4 2025 Feb 11, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 6,268 1,111 0.12% 0.12% 489 +47 0.76% Q4 2025 Feb 18, 2026
Squire Investment Management Company, LLC History Added to 6,239 1,106 0.33% 0.34% 490 +172 2.84% Q4 2025 Jan 22, 2026
Dakota Wealth Management History Reduced 6,225 1,104 0.02% 0.08% 491 -17,187 -73.41% Q4 2025 Jan 13, 2026
Three Bridge Wealth Advisors, LLC History Added to 6,209 1,101 0.29% 0.26% 492 +360 6.15% Q4 2025 Feb 10, 2026
Smithfield Trust Co History No change 6,200 1,099 0.05% 0.05% 493 0 0.0% Q4 2025 Feb 09, 2026
HORIZON BANCORP INC /IN/ History Reduced 6,187 1,097 0.53% 0.53% 494 -180 -2.83% Q4 2025 Feb 11, 2026
Magnus Financial Group LLC History Added to 6,169 1,094 0.08% 0.08% 495 +50 0.82% Q4 2025 Jan 07, 2026
Summit Trail Advisors, LLC History Added to 6,148 1,090 0.02% 0.01% 496 +42 0.69% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 6,106 1,082 0.02% 0.02% 497 +226 3.84% Q4 2025 Jan 23, 2026
OPINICUS CAPITAL, INC. History Reduced 6,076 1,077 0.75% 0.74% 498 -20 -0.33% Q4 2025 Feb 04, 2026
Wellspring Financial Advisors, LLC History Reduced 784,889 1,075 0.09% 0.12% 499 -1,285 -0.16% Q4 2025 Feb 11, 2026
CITY HOLDING CO History Reduced 6,052 1,073 0.13% 0.13% 500 -80 -1.3% Q4 2025 Jan 22, 2026
Asset One Wealth Management LLC History New 5,752 1,068 0.15% — 501 +5,752 New Q4 2025 Feb 17, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 6,019 1,067 0.06% 0.06% 502 +3 0.05% Q4 2025 Feb 10, 2026
Brooklyn Investment Group History New 5,956 1,065 0.05% — 503 +5,956 New Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Added to 5,992 1,062 0.0% 0.0% 504 +1,047 21.17% Q4 2025 Feb 13, 2026
Rockingstone Advisors LLC History Added to 5,960 1,057 0.48% 0.48% 505 +380 6.81% Q4 2025 Jan 28, 2026
Essex Financial Services, Inc. History Added to 5,955 1,056 0.06% 0.06% 506 +340 6.06% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Reduced 5,876 1,042 0.0% 0.0% 507 -132 -2.2% Q4 2025 Feb 10, 2026
Spectrum Investment Advisors, Inc. History New 5,833 1,034 0.52% — 508 +5,833 New Q4 2025 Jan 28, 2026
DDFG, Inc History Reduced 5,824 1,033 0.23% 0.24% 509 -60 -1.02% Q4 2025 Jan 08, 2026
MEMBERS WEALTH LLC History Reduced 5,562 1,030 0.65% 0.67% 510 -558 -9.12% Q4 2025 Jan 28, 2026
Next Level Private LLC History Added to 5,714 1,013 0.27% 0.29% 511 +10 0.18% Q4 2025 Jan 07, 2026
WILLNER & HELLER, LLC History Reduced 5,685 1,008 0.72% 0.77% 512 -92 -1.59% Q4 2025 Jan 12, 2026
BCS Wealth Management History Added to 5,660 1,003 0.1% 0.11% 513 +2,830 100.0% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 5,600 993 0.01% 0.01% 514 +215 3.99% Q4 2025 Jan 30, 2026
Nalls Sherbakoff Group, LLC History Reduced 5,594 992 0.72% 0.76% 515 -873 -13.5% Q4 2025 Mar 12, 2026
O'ROURKE & COMPANY, Inc History Reduced 5,587 991 0.39% 0.42% 516 -146 -2.55% Q4 2025 Jan 28, 2026
Heartwood Wealth Advisors LLC History Added to 5,543 983 0.09% 0.09% 518 +126 2.33% Q4 2025 Jan 12, 2026
FC Advisory LLC History Reduced 5,545 983 0.28% 0.29% 517 -83 -1.47% Q4 2025 Jan 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 5,515 978 0.06% 0.06% 519 0 0.0% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 5,498 975 0.0% 0.0% 520 +949 20.86% Q4 2025 Feb 17, 2026
Entelevest, LLC History New 5,493 974 0.98% — 521 +5,493 New Q4 2025 Feb 11, 2026
Astra Wealth Partners LLC History Reduced 5,470 970 0.57% 0.82% 522 -1,606 -22.7% Q4 2025 Feb 02, 2026
Caprock Group, LLC History Added to 5,458 968 0.02% 0.02% 523 +233 4.46% Q4 2025 Jan 28, 2026
Gotham Asset Management, LLC History Added to 5,454 967 0.0% 0.0% 524 +864 18.82% Q4 2025 Feb 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 5,427 962 0.03% 0.03% 525 0 0.0% Q4 2025 Feb 03, 2026
Financial Symmetry Inc History New 5,414 960 0.39% — 526 +5,414 New Q4 2025 Jan 28, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 5,358 950 0.28% 0.29% 527 +54 1.02% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 5,280 936 0.0% 0.0% 528 -4,697 -47.08% Q4 2025 Feb 17, 2026
Noble Family Wealth, LLC History Reduced 5,279 936 0.2% 0.21% 529 -125 -2.31% Q4 2025 Jan 07, 2026
LAM GROUP, INC. History No change 5,275 935 0.54% 0.57% 530 0 0.0% Q4 2025 Jan 23, 2026
Ancora Advisors LLC History Added to 5,223 926 0.02% 0.02% 531 +1 0.02% Q4 2025 Feb 17, 2026
Summit Financial Strategies, Inc. History Added to 5,201 922 0.08% 0.07% 532 +346 7.13% Q4 2025 Jan 27, 2026
Legacy Financial Group LLC History Reduced 4,806 908 0.11% 0.11% 533 -86 -1.76% Q4 2025 Feb 05, 2026
Richard P Slaughter Associates Inc History Reduced 5,110 906 0.19% 0.2% 534 -211 -3.97% Q4 2025 Jan 12, 2026
Allspring Global Investments Holdings, LLC History Added to 5,058 905 0.0% 0.0% 535 +3,990 373.6% Q4 2025 Jan 15, 2026
Empower Advisory Group, LLC History Added to 5,105 905 0.0% 0.0% 536 +689 15.6% Q4 2025 Feb 12, 2026
XY Planning Network, Inc. History Added to 5,082 901 0.16% 0.23% 537 +953 23.08% Q4 2025 Jan 26, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 5,020 890 0.02% 0.02% 538 +128 2.62% Q4 2025 Feb 10, 2026
Leo Wealth, LLC History New 5,011 888 0.06% — 539 +5,011 New Q4 2025 Jan 21, 2026
HF Advisory Group, LLC History Added to 4,989 884 0.31% 0.31% 540 +223 4.68% Q4 2025 Jan 23, 2026
Cambridge Financial Group, LLC History Added to 5,077 882 0.31% 0.26% 542 +513 11.24% Q4 2025 Jan 09, 2026
William Mack & Associates, Inc. History Reduced 4,974 882 0.42% 0.49% 543 -246 -4.71% Q4 2025 Feb 09, 2026
Fortis Capital Advisors, LLC History Reduced 4,974 882 0.13% 0.14% 541 -120 -2.36% Q4 2025 Jan 27, 2026
Gladstone Institutional Advisory LLC History Added to 4,963 880 0.03% 0.03% 544 +332 7.17% Q4 2025 Feb 17, 2026
Schwallier Wealth Management LLC History Reduced 4,738 875 0.56% 0.74% 545 -2,060 -30.3% Q4 2025 Feb 11, 2026
MorganRosel Wealth Management, LLC History Added to 4,918 872 0.22% 0.2% 547 +565 12.98% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 4,917 872 0.04% 0.04% 546 +148 3.1% Q4 2025 Jan 21, 2026
Pinnacle Bancorp, Inc. History Reduced 4,901 869 0.25% 0.26% 548 -196 -3.85% Q4 2025 Jan 22, 2026
North Star Investment Management Corp. History Added to 4,878 865 0.05% 0.05% 549 +19 0.39% Q4 2025 Jan 30, 2026
Prime Capital Investment Advisors, LLC History Reduced 4,874 864 0.01% 0.02% 550 -5,217 -51.7% Q4 2025 Jan 21, 2026
Connecticut Wealth Management, LLC History No change 4,864 862 0.04% 0.04% 551 0 0.0% Q4 2025 Feb 12, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 4,835 857 0.72% — 552 +4,835 New Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History Added to 4,822 855 0.31% 0.3% 553 +48 1.01% Q4 2025 Jan 22, 2026
Berkeley, Inc History Added to 4,823 855 0.27% 0.27% 554 +2 0.04% Q4 2025 Jan 26, 2026
SNS Financial Group, LLC History No change 4,785 848 0.07% 0.07% 555 0 0.0% Q4 2025 Feb 02, 2026
Wingate Wealth Advisors, Inc. History Added to 4,776 847 0.47% 0.57% 556 +51 1.08% Q4 2025 Jan 28, 2026
Synergy Asset Management, LLC History Reduced 4,771 846 0.09% 0.08% 557 -9,052 -65.49% Q4 2025 Jan 13, 2026
Clearstead Advisors, LLC History Reduced 4,755 843 0.01% 0.01% 558 -131 -2.68% Q4 2025 Feb 09, 2026
CHAPIN DAVIS, INC. History No change 4,706 834 0.2% 0.2% 559 0 0.0% Q4 2025 Jan 30, 2026
Founders Financial Alliance, LLC History Added to 4,697 833 0.16% 0.15% 560 +21 0.45% Q4 2025 Feb 12, 2026
UPTICK PARTNERS, LLC History Reduced 4,680 830 0.18% 0.23% 561 -424 -8.31% Q4 2025 Feb 02, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 4,676 829 0.02% 0.02% 562 -131 -2.73% Q4 2025 Feb 13, 2026
Kendall Capital Management History Reduced 4,625 820 0.17% 0.19% 563 -204 -4.22% Q4 2025 Jan 16, 2026
Colonial Trust Co / SC History No change 4,624 820 0.11% 0.11% 564 0 0.0% Q4 2025 Feb 12, 2026
Texas Bank & Trust Co History Added to 4,589 813 0.3% 0.23% 565 +1,128 32.59% Q4 2025 Feb 06, 2026
McClarren Financial Advisors, Inc. History Reduced 2,175 811 0.48% 0.53% 566 -1,995 -47.84% Q4 2025 Jan 13, 2026
Calamos Wealth Management LLC History Added to 4,517 801 0.03% 0.03% 567 +328 7.83% Q4 2025 Jan 29, 2026
D. E. Shaw & Co., Inc. History New 4,456 790 0.0% — 568 +4,456 New Q4 2025 Feb 17, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 4,450 789 0.31% 0.34% 569 -371 -7.7% Q4 2025 Jan 30, 2026
RFG Advisory, LLC History Added to 4,417 783 0.01% 0.01% 570 +1,651 59.69% Q4 2025 Feb 03, 2026
CreativeOne Wealth, LLC History Added to 4,417 783 0.02% 0.01% 571 +1,077 32.25% Q4 2025 Feb 13, 2026
Financial Alternatives, Inc History No change 4,402 780 0.45% 0.47% 572 0 0.0% Q4 2025 Feb 04, 2026
One Capital Management, LLC History Added to 4,319 766 0.02% 0.01% 573 +2,328 116.93% Q4 2025 Feb 10, 2026
Meridian Financial Advisors, LLC History Reduced 4,304 763 0.42% 0.43% 574 -57 -1.31% Q4 2025 Jan 23, 2026
Directional Asset Management History New 4,273 757 0.66% — 575 +4,273 New Q4 2025 Jan 29, 2026
Atlas Brown,Inc. History Reduced 4,255 754 0.22% 0.22% 576 -5 -0.12% Q4 2025 Jan 09, 2026
United Advisor Group, LLC History Reduced 4,246 753 0.09% 0.1% 577 -52 -1.21% Q4 2025 Jan 26, 2026
Strategic Financial Partners, Ltd. History Reduced 4,180 741 0.32% 0.34% 578 -126 -2.93% Q4 2025 Feb 11, 2026
Trivium Point Advisory, LLC History Reduced 4,164 738 0.07% 0.08% 579 -169 -3.9% Q4 2025 Jan 26, 2026
CRUX WEALTH ADVISORS History Added to 4,156 737 0.27% 0.28% 580 +42 1.02% Q4 2025 Jan 21, 2026
Manchester Capital Management LLC History No change 4,119 730 0.1% 0.1% 581 0 0.0% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Reduced 4,082 724 0.0% 0.0% 582 -4,413 -51.95% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Added to 4,062 720 0.02% 0.01% 583 +2,833 230.51% Q4 2025 Feb 05, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 4,048 718 0.04% 0.22% 584 -17,473 -81.19% Q4 2025 Jan 20, 2026
OpenArc Corporate Advisory, LLC History New 4,053 718 0.01% — 585 +4,053 New Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Reduced 4,044 717 0.04% 0.05% 587 -1,015 -20.06% Q4 2025 Jan 21, 2026
Integrated Advisors Network LLC History Reduced 4,048 717 0.03% 0.03% 586 -42 -1.03% Q4 2025 Feb 17, 2026
Busey Bank History Reduced 4,023 713 0.02% 0.03% 588 -1,849 -31.49% Q4 2025 Jan 27, 2026
Creekside Partners History Added to 4,021 713 0.3% 0.31% 589 +9 0.22% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 4,003 710 0.0% 0.01% 590 -7 -0.17% Q4 2025 Feb 17, 2026
Autumn Glory Partners, LLC History New 4,001 709 0.25% — 591 +4,001 New Q4 2025 Jan 27, 2026
Rockbridge Investment Management, LCC History Added to 3,984 706 0.07% 0.05% 592 +1,089 37.62% Q4 2025 Feb 04, 2026
SVRN Asset Management, LLC History New 3,980 705 0.58% — 593 +3,980 New Q4 2025 Feb 13, 2026
Baker Ellis Asset Management LLC History Reduced 3,900 691 0.08% 0.11% 594 -1,070 -21.53% Q4 2025 Jan 21, 2026
CENTAURUS FINANCIAL, INC. History Reduced 3,887 690 0.03% 0.03% 595 -180 -4.43% Q4 2025 Feb 13, 2026
Investmark Advisory Group LLC History No change 3,891 690 0.29% 0.29% 596 0 0.0% Q4 2025 Jan 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 3,883 688 0.01% 0.01% 597 -227 -5.52% Q4 2025 Jan 14, 2026
KEYVANTAGE WEALTH, LLC History Reduced 3,871 686 0.29% 0.28% 598 -19 -0.49% Q4 2025 Feb 10, 2026
Ocean Park Asset Management, LLC History Reduced 3,851 683 0.03% 0.03% 600 -223 -5.47% Q4 2025 Jan 15, 2026
FIRST TRUST ADVISORS LP History Reduced 3,853 683 0.0% 0.0% 599 -71 -1.81% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Added to 3,849 682 0.02% 0.02% 601 +177 4.82% Q4 2025 Jan 20, 2026
StoneX Group Inc. History Reduced 3,818 679 0.03% 0.04% 602 -860 -18.38% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Reduced 3,814 676 0.02% 0.02% 603 -1,018 -21.07% Q4 2025 Feb 17, 2026
Copia Wealth Management History Added to 3,796 673 0.48% 0.49% 604 +15 0.4% Q4 2025 Feb 06, 2026
BLB&B Advisors, LLC History Added to 3,788 671 0.03% 0.02% 605 +645 20.52% Q4 2025 Jan 26, 2026
McNamara Financial Services, Inc. History Added to 3,778 670 0.13% 0.12% 606 +162 4.48% Q4 2025 Jan 21, 2026
Pasadena Private Wealth, LLC History No change 3,769 668 0.09% 0.09% 607 0 0.0% Q4 2025 Feb 10, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 3,763 667 0.29% 0.3% 608 +38 1.02% Q4 2025 Jan 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 3,747 664 0.01% 0.02% 609 -398 -9.6% Q4 2025 Feb 05, 2026
FDx Advisors, Inc. History Reduced 3,733 662 0.34% 0.23% 610 -814 -17.9% Q4 2025 Feb 10, 2026
AMARA FINANCIAL, LLC. History Added to 3,732 662 0.46% 0.44% 611 +306 8.93% Q4 2025 Feb 03, 2026
Truepoint, Inc. History Reduced 3,718 659 0.01% 0.02% 612 -250 -6.3% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 3,718 659 0.01% 0.01% 613 +103 2.85% Q4 2025 Feb 12, 2026
Key FInancial Inc History Added to 3,704 656 0.12% 0.12% 614 +70 1.93% Q4 2025 Feb 09, 2026
Sherman Wealth Management LLC History New 3,685 653 0.57% — 615 +3,685 New Q4 2025 Jan 15, 2026
Richmond Investment Services, LLC History Reduced 3,663 649 0.11% 0.12% 616 -3 -0.08% Q4 2025 Feb 12, 2026
Narus Financial Partners, LLC History Reduced 3,649 647 0.18% 0.19% 617 -385 -9.54% Q4 2025 Feb 09, 2026
Passumpsic Savings Bank History New 3,620 642 0.35% — 618 +3,620 New Q4 2025 Feb 05, 2026
Traveka Wealth, LLC History Added to 3,603 639 0.26% 0.21% 619 +872 31.93% Q4 2025 Jan 08, 2026
PFG Investments, LLC History Reduced 3,595 637 0.03% 0.03% 620 -72 -1.96% Q4 2025 Jan 26, 2026
Rehmann Capital Advisory Group History Added to 3,588 636 0.03% 0.03% 621 +28 0.79% Q4 2025 Mar 04, 2026
Elm Partners Management LLC History Added to 3,584 635 0.03% 0.03% 622 +1 0.03% Q4 2025 Feb 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 3,566 632 0.09% 0.09% 623 +33 0.93% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 3,550 629 0.0% 0.0% 624 -36 -1.0% Q4 2025 Feb 09, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 3,542 628 0.0% 0.0% 625 +1,500 73.46% Q4 2025 Feb 12, 2026
WP Advisors, LLC History Added to 3,545 628 0.16% 0.16% 626 +36 1.03% Q4 2025 Jan 28, 2026
Lauterbach Financial Advisors, LLC History Added to 3,541 628 0.31% 0.31% 627 +1 0.03% Q4 2025 Feb 13, 2026
ERn Financial, LLC History Reduced 3,532 626 0.12% 0.12% 629 -15 -0.42% Q4 2025 Jan 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,534 626 0.03% 0.03% 628 0 0.0% Q4 2025 Feb 11, 2026
Merited Wealth, LLC History New 3,523 624 0.58% — 630 +3,523 New Q4 2025 Mar 26, 2026
Cassaday & Co Wealth Management LLC History No change 3,514 623 0.01% 0.01% 631 0 0.0% Q4 2025 Feb 03, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 3,508 622 0.03% 0.04% 632 -61 -1.71% Q4 2025 Jan 26, 2026
CROBAN History Reduced 3,489 618 0.3% 0.46% 633 -506 -12.67% Q4 2025 Feb 13, 2026
Legacy Capital Wealth Partners, LLC History No change 3,483 617 0.13% 0.13% 634 0 0.0% Q4 2025 Jan 16, 2026
Beaird Harris Wealth Management, LLC History Added to 3,464 614 0.04% 0.04% 635 +74 2.18% Q4 2025 Feb 23, 2026
Koshinski Asset Management, Inc. History Added to 3,458 613 0.04% 0.04% 637 +26 0.76% Q4 2025 Feb 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 3,457 613 0.01% 0.01% 636 +5 0.14% Q4 2025 Jan 27, 2026
Root Financial Partners, LLC History Reduced 3,444 610 0.03% 0.04% 639 -342 -9.03% Q4 2025 Feb 10, 2026
S.A. Mason LLC History No change 3,444 610 0.24% 0.27% 638 0 0.0% Q4 2025 Jan 29, 2026
Dynamic Advisor Solutions LLC History Reduced 3,429 608 0.02% 0.02% 640 -80 -2.28% Q4 2025 Jan 09, 2026
Compound Planning, Inc. History Added to 3,391 601 0.02% 0.02% 641 +43 1.28% Q4 2025 Feb 19, 2026
VSM Wealth Advisory, LLC History Added to 2,507 595 0.18% 0.06% 643 +1,434 133.64% Q4 2025 Feb 06, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 3,357 595 0.19% 0.19% 642 +44 1.33% Q4 2025 Jan 07, 2026
C M BIDWELL & ASSOCIATES LTD History No change 3,354 594 0.28% 0.28% 644 0 0.0% Q4 2025 Feb 13, 2026
One Day In July LLC History Reduced 3,305 586 0.05% 0.06% 646 -837 -20.21% Q4 2025 Feb 04, 2026
WESBANCO BANK INC History Reduced 3,308 586 0.02% 0.02% 645 -125 -3.64% Q4 2025 Feb 03, 2026
Curi Capital, LLC History Reduced 3,277 581 0.01% 0.01% 647 -195 -5.62% Q4 2025 Feb 17, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 3,272 580 0.08% 0.09% 648 +158 5.07% Q4 2025 Jan 12, 2026
Pinion Investment Advisors, LLC History Added to 3,243 575 0.14% 0.15% 650 +71 2.24% Q4 2025 Jan 29, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 3,242 575 0.17% 0.16% 649 +13 0.4% Q4 2025 Feb 12, 2026
Fairscale Capital, LLC History Added to 3,229 572 0.38% 0.39% 651 +10 0.31% Q4 2025 Feb 17, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 3,218 570 0.19% 0.19% 652 0 0.0% Q4 2025 Jan 22, 2026
Archer Investment Corp History Added to 3,210 569 0.13% 0.09% 654 +891 38.42% Q4 2025 Jan 30, 2026
Principle Wealth Partners LLC History No change 3,212 569 0.03% 0.03% 653 0 0.0% Q4 2025 Feb 06, 2026
Asempa Wealth Advisors History New 3,200 567 0.49% — 655 +3,200 New Q4 2025 Jan 08, 2026
Livet Wealth, LLC History New 3,180 563 0.35% — 656 +3,180 New Q4 2025 Feb 13, 2026
Goelzer Investment Management, Inc. History Reduced 3,164 561 0.03% 0.04% 657 -729 -18.73% Q4 2025 Jan 14, 2026
QTR Family Wealth, LLC History Reduced 2,933 561 0.25% 0.25% 658 -86 -2.85% Q4 2025 Feb 13, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Added to 3,152 558 0.37% 0.39% 659 +7 0.22% Q4 2025 Jan 07, 2026
Tactive Advisors, LLC History Reduced 3,133 555 0.16% 0.21% 660 -1,171 -27.21% Q4 2025 Jan 09, 2026
Topel & Distasi Wealth Management, LLC History Reduced 3,107 551 0.27% 0.46% 661 -2,287 -42.4% Q4 2025 Feb 09, 2026
AVISO WEALTH MANAGEMENT History Added to 3,104 550 0.23% 0.23% 662 +96 3.19% Q4 2025 Feb 13, 2026
Argent Advisors, Inc. History No change 3,100 549 0.15% 0.16% 663 0 0.0% Q4 2025 Feb 11, 2026
Beacon Financial Advisory LLC History Added to 3,093 548 0.13% 0.12% 664 +12 0.39% Q4 2025 Feb 17, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 3,012 544 0.29% 1.07% 665 -8,533 -73.91% Q4 2025 Jan 06, 2026
Rialto Wealth Management, LLC History Reduced 3,065 543 0.13% 0.14% 666 -23 -0.74% Q4 2025 Jan 12, 2026
Continuum Advisory, LLC History Added to 3,055 541 0.05% 0.05% 667 +384 14.38% Q4 2025 Feb 11, 2026
American Money Management, LLC History Added to 3,041 539 0.08% 0.09% 668 +16 0.53% Q4 2025 Feb 10, 2026
Kelsey Financial, LLC History New 3,023 536 0.46% — 669 +3,023 New Q4 2025 Jan 23, 2026
Curated Wealth Partners LLC History Added to 3,015 534 0.06% 0.06% 670 +1 0.03% Q4 2025 Jan 12, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,008 533 0.2% 0.23% 671 0 0.0% Q4 2025 Jan 27, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 3,000 532 0.12% 0.13% 673 +16 0.54% Q4 2025 Jan 09, 2026
First Bancorp, Inc /ME/ History No change 3,000 532 0.28% 0.28% 672 0 0.0% Q4 2025 Jan 26, 2026
Inspire Advisors, LLC History Reduced 2,994 531 0.05% 0.05% 674 -79 -2.57% Q4 2025 Feb 13, 2026
Grantvest Financial Group LLC History Reduced 2,988 530 0.34% 0.38% 675 -151 -4.81% Q4 2025 Feb 02, 2026
Facet Wealth, Inc. History Added to 2,847 527 0.01% 0.01% 676 +506 21.61% Q4 2025 Jan 29, 2026
Modern Wealth Management, LLC History Reduced 2,970 526 0.01% 0.02% 679 -4,009 -57.44% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Reduced 2,969 526 0.01% 0.01% 678 -409 -12.11% Q4 2025 Jan 22, 2026
Parkside Financial Bank & Trust History No change 2,967 526 0.04% 0.04% 677 0 0.0% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Reduced 2,839 525 0.02% 0.02% 680 -126 -4.25% Q4 2025 Jan 23, 2026
Joseph P. Lucia & Associates, LLC History Reduced 2,956 524 0.19% 0.2% 681 -38 -1.27% Q4 2025 Jan 28, 2026
Rollins Financial Advisors, LLC History New 2,938 521 0.08% — 682 +2,938 New Q4 2025 Feb 04, 2026
BlackRock, Inc. History Added to 2,937 520 0.0% 0.0% 684 +502 20.62% Q4 2025 Feb 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 2,935 520 0.01% 0.01% 683 0 0.0% Q4 2025 Feb 09, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 2,913 516 0.0% 0.0% 685 -2,395 -45.12% Q4 2025 Feb 06, 2026
Yoder Wealth Management, Inc. History No change 2,907 515 0.23% 0.24% 686 0 0.0% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Added to 2,896 513 0.04% 0.04% 687 +200 7.42% Q4 2025 Jan 26, 2026
TME FINANCIAL, INC. History Added to 2,892 512 0.36% 0.35% 688 +186 6.87% Q4 2025 Jan 27, 2026
Professional Financial Advisors, LLC History Added to 2,886 511 0.1% 0.1% 689 +48 1.69% Q4 2025 Jan 15, 2026
Brooklyn FI, LLC History Added to 2,867 508 0.11% 0.08% 690 +788 37.9% Q4 2025 Jan 21, 2026
Diversified Enterprises, LLC History Added to 2,861 507 0.03% 0.03% 692 +592 26.09% Q4 2025 Jan 28, 2026
Jacobi Capital Management LLC History Added to 2,864 507 0.03% 0.03% 691 +14 0.49% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 2,854 506 0.01% — 693 +2,854 New Q4 2025 Feb 13, 2026
Old North State Wealth Management, LLC History Reduced 2,848 506 0.24% 0.24% 694 -85 -2.9% Q4 2025 Jan 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 2,843 504 0.1% 0.03% 696 +1,930 211.39% Q4 2025 Feb 09, 2026
Mill Creek Capital Advisors, LLC History Reduced 2,842 504 0.01% 0.01% 695 -90 -3.07% Q4 2025 Feb 13, 2026
Baldwin Investment Management, LLC History Added to 2,833 502 0.06% 0.06% 697 +25 0.89% Q4 2025 Feb 13, 2026
FULTON BANK, N.A. History Reduced 2,824 500 0.02% 0.02% 698 -50 -1.74% Q4 2025 Jan 08, 2026
Verdence Capital Advisors LLC History Reduced 2,821 500 0.03% 0.03% 699 -8 -0.28% Q4 2025 Jan 29, 2026
MOR Wealth Management, LLC History New 2,800 496 0.23% — 700 +2,800 New Q4 2025 Jan 15, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,766 490 0.0% 0.0% 701 -257 -8.5% Q4 2025 Jan 30, 2026
Amplius Wealth Advisors, LLC History Added to 2,767 490 0.04% 0.04% 702 +2 0.07% Q4 2025 Jan 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 2,761 489 0.04% 0.04% 703 -389 -12.35% Q4 2025 Feb 09, 2026
NorthRock Partners, LLC History Reduced 2,754 488 0.01% 0.01% 704 -6 -0.22% Q4 2025 Feb 17, 2026
Badgley Phelps Wealth Managers, LLC History New 2,731 484 0.01% — 706 +2,731 New Q4 2025 Jan 28, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 2,531 484 0.19% 0.21% 705 -274 -9.77% Q4 2025 Feb 12, 2026
COURIER CAPITAL LLC History Reduced 2,723 482 0.03% 0.03% 707 -71 -2.54% Q4 2025 Jan 29, 2026
Payne Capital LLC History Reduced 2,704 479 0.49% 0.51% 709 -152 -5.32% Q4 2025 Jan 20, 2026
Quad-Cities Investment Group, LLC History Reduced 2,701 479 0.2% 0.2% 708 -52 -1.89% Q4 2025 Jan 14, 2026
Harpswell Capital Advisors, LLC History No change 2,700 478 0.38% 0.45% 710 0 0.0% Q4 2025 Feb 11, 2026
Investments & Financial Planning, LLC History Reduced 2,682 475 0.25% 0.25% 711 -12 -0.45% Q4 2025 Feb 23, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 2,675 474 0.12% 0.1% 712 +600 28.92% Q4 2025 Feb 06, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 2,665 472 0.05% 0.05% 713 -64 -2.35% Q4 2025 Jan 27, 2026
PFG Advisors History Reduced 2,643 468 0.02% 0.03% 714 -1,568 -37.24% Q4 2025 Jan 27, 2026
TPG Financial Advisors, LLC History Reduced 2,633 467 0.16% 0.17% 715 -2 -0.08% Q4 2025 Feb 06, 2026
Essex Bank History No change 2,630 466 0.1% 0.1% 716 0 0.0% Q4 2025 Feb 02, 2026
SIGNATUREFD, LLC History Added to 2,614 463 0.01% 0.01% 717 +5 0.19% Q4 2025 Jan 20, 2026
Financial Freedom, LLC History Added to 2,601 461 0.23% 0.14% 718 +995 61.96% Q4 2025 Feb 17, 2026
CHRISTINE MESSMER PC History New 2,595 460 0.3% — 719 +2,595 New Q4 2025 Feb 03, 2026
Pacific Excel Wealth Advisors, Inc. History New 2,584 458 0.87% — 720 +2,584 New Q4 2025 Feb 18, 2026
Evanson Asset Management, LLC History Added to 2,580 457 0.02% 0.02% 721 +90 3.61% Q4 2025 Jan 12, 2026
SUMMIT WEALTH GROUP LLC / CO History New 2,573 456 0.06% — 723 +2,573 New Q4 2025 Feb 04, 2026
Fifth Third Wealth Advisors LLC History Added to 2,573 456 0.02% 0.01% 722 +469 22.29% Q4 2025 Jan 15, 2026
Jump Financial, LLC History New 2,549 452 0.01% — 724 +2,549 New Q4 2025 Feb 17, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 2,553 452 0.16% 0.16% 725 -55 -2.11% Q4 2025 Jan 09, 2026
Brady Martz Wealth Solutions, LLC History Reduced 2,545 451 0.08% 0.67% 727 -18,518 -87.92% Q4 2025 Jan 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,547 451 0.01% 0.0% 726 +631 32.93% Q4 2025 Feb 02, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 2,517 446 0.1% 0.11% 729 -343 -11.99% Q4 2025 Jan 13, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 2,515 446 0.09% 0.09% 728 0 0.0% Q4 2025 Jan 27, 2026
Clarity Capital Advisors, LLC History Added to 2,513 445 0.22% 0.23% 730 +55 2.24% Q4 2025 Feb 11, 2026
Glaxis Capital Management, LLC History New 2,500 443 0.76% — 731 +2,500 New Q4 2025 Feb 12, 2026
Atlatl Advisers LLC History No change 2,495 442 0.17% 0.17% 732 0 0.0% Q4 2025 Feb 09, 2026
Western Wealth Management, LLC History Added to 2,489 441 0.02% 0.02% 733 +412 19.84% Q4 2025 Feb 05, 2026
Freestone Capital Holdings, LLC History Added to 2,473 438 0.01% 0.01% 734 +627 33.97% Q4 2025 Jan 23, 2026
Balboa Wealth Partners History Added to 2,470 438 0.07% 0.07% 735 +6 0.24% Q4 2025 Jan 16, 2026
Shade Tree Advisors LLC History New 2,469 437 0.33% — 736 +2,469 New Q4 2025 Feb 04, 2026
U.S. Capital Wealth Advisors, LLC History Added to 2,467 437 0.01% 0.01% 737 +5 0.2% Q4 2025 Jan 23, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 2,451 434 0.01% 0.01% 739 -350 -12.5% Q4 2025 Feb 05, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 2,451 434 0.01% 0.01% 738 -28 -1.13% Q4 2025 Feb 09, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Reduced 2,444 433 0.14% 0.14% 740 -2 -0.08% Q4 2025 Feb 12, 2026
Bank of Marin History Reduced 2,439 432 0.3% 0.3% 741 -18 -0.73% Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History No change 2,432 431 0.03% 0.03% 742 0 0.0% Q4 2025 Feb 05, 2026
Tyche Wealth Partners LLC History No change 2,420 429 0.07% 0.07% 743 0 0.0% Q4 2025 Jan 23, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 2,417 428 0.05% 0.05% 745 +2 0.08% Q4 2025 Jan 07, 2026
BAILARD, INC. History No change 2,414 428 0.01% 0.01% 744 0 0.0% Q4 2025 Feb 04, 2026
LongView Wealth Management History No change 2,326 426 0.1% 0.11% 746 0 0.0% Q4 2025 Jan 13, 2026
SONATA CAPITAL GROUP INC History No change 2,400 425 0.15% 0.15% 747 0 0.0% Q4 2025 Jan 26, 2026
Beckerman Institutional, LLC History No change 2,390 423 0.24% 0.24% 748 0 0.0% Q4 2025 Feb 10, 2026
BEACON FINANCIAL GROUP History New 2,369 420 0.04% — 750 +2,369 New Q4 2025 Apr 01, 2026
WRAPMANAGER INC History Reduced 2,372 420 0.14% 0.17% 749 -750 -24.02% Q4 2025 Feb 06, 2026
GWN SECURITIES INC. History Reduced 2,350 416 0.08% 0.1% 751 -116 -4.7% Q4 2025 Feb 11, 2026
Compass Ion Advisors, LLC History Reduced 2,337 414 0.04% 0.04% 752 -45 -1.89% Q4 2025 Jan 29, 2026
Advisors Capital Management, LLC History Reduced 2,321 411 0.0% 0.01% 753 -499 -17.7% Q4 2025 Jan 29, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 2,243 411 0.03% 0.03% 754 +197 9.63% Q4 2025 Feb 13, 2026
Beaumont Financial Advisors, LLC History Reduced 2,312 410 0.03% 0.03% 755 -80 -3.34% Q4 2025 Jan 16, 2026
Northwest Bancshares, Inc. History Reduced 2,299 407 0.08% 0.07% 756 -136 -5.59% Q4 2025 Feb 13, 2026
Smith Thornton Advisors LLC History No change 2,298 407 0.21% 0.21% 757 0 0.0% Q4 2025 Jan 14, 2026
CWA Asset Management Group, LLC History Added to 2,293 406 0.01% 0.01% 759 +131 6.06% Q4 2025 Jan 07, 2026
HOLDERNESS INVESTMENTS CO History Added to 2,292 406 0.08% 0.08% 758 +1 0.04% Q4 2025 Feb 10, 2026
Crane Advisory, LLC History No change 2,213 405 0.06% 0.06% 760 0 0.0% Q4 2025 Jan 15, 2026
Note Advisors, LLC History Reduced 2,175 403 0.21% 0.23% 761 -8 -0.37% Q4 2025 Feb 18, 2026
Revisor Wealth Management LLC History Added to 2,152 398 0.11% 0.12% 762 +184 9.35% Q4 2025 Jan 27, 2026
LMG Wealth Partners, LLC History Added to 2,235 396 0.07% 0.07% 764 +23 1.04% Q4 2025 Feb 02, 2026
Destiny Wealth Partners, LLC History No change 2,139 396 0.05% 0.05% 763 0 0.0% Q4 2025 Feb 03, 2026
North Capital, Inc. History Added to 2,229 395 0.34% 0.3% 765 +22 1.0% Q4 2025 Feb 18, 2026
Octavia Wealth Advisors, LLC History Reduced 2,227 394 0.04% 0.04% 767 -348 -13.51% Q4 2025 Jan 23, 2026
SeaCrest Wealth Management, LLC History Reduced 2,189 394 0.04% 0.04% 766 -45 -2.01% Q4 2025 Jan 12, 2026
Forum Private Client Group LLC History No change 2,227 394 0.13% 0.14% 768 0 0.0% Q4 2025 Feb 06, 2026
Klingman & Associates, LLC History No change 2,210 391 0.02% 0.02% 769 0 0.0% Q4 2025 Jan 29, 2026
Breakwater Capital Group History Added to 2,195 389 0.05% 0.05% 770 +82 3.88% Q4 2025 Jan 09, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 2,190 388 0.05% 0.08% 772 -1,486 -40.42% Q4 2025 Feb 13, 2026
Paulson Wealth Management Inc. History Reduced 2,189 388 0.09% 0.1% 771 -146 -6.25% Q4 2025 Feb 05, 2026
Family Investment Center, Inc. History Added to 2,171 385 0.08% 0.08% 774 +10 0.46% Q4 2025 Jan 23, 2026
Sierra Capital LLC History Added to 2,173 385 0.04% 0.04% 773 +5 0.23% Q4 2025 Feb 18, 2026
COMPASS CAPITAL MANAGEMENT, INC History New 2,170 384 0.02% — 775 +2,170 New Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 2,147 381 0.0% 0.0% 776 -355 -14.19% Q4 2025 Feb 05, 2026
Eagle Bay Advisors LLC History Reduced 2,148 380 0.28% 0.34% 778 -355 -14.18% Q4 2025 Jan 23, 2026
Forum Financial Management, LP History Added to 2,143 380 0.0% 0.0% 779 +271 14.48% Q4 2025 Jan 27, 2026
MCF Advisors LLC History Added to 2,146 380 0.02% 0.02% 777 +179 9.1% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 2,140 379 0.01% 0.01% 780 -94 -4.21% Q4 2025 Feb 18, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History No change 2,139 379 0.09% 0.09% 781 0 0.0% Q4 2025 Jan 23, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 2,127 377 0.26% 0.26% 782 0 0.0% Q4 2025 Feb 13, 2026
Running Point Capital Advisors, LLC History No change 2,120 376 0.1% 0.1% 783 0 0.0% Q4 2025 Feb 17, 2026
ARK & TLK INVESTMENTS, LLC History No change 2,113 374 0.1% 0.12% 784 0 0.0% Q4 2025 Feb 10, 2026
Fearless Solutions, LLC dba Best Invest History Reduced 2,099 372 0.23% 0.25% 786 -120 -5.41% Q4 2025 Jan 20, 2026
IFG Advisory, LLC History Reduced 2,101 372 0.02% 0.02% 785 -24 -1.13% Q4 2025 Feb 10, 2026
Wilkerson Advisory Group LLC History New 2,093 371 0.13% — 789 +2,093 New Q4 2025 Feb 13, 2026
Oxbow Advisors, LLC History Reduced 2,096 371 0.03% 0.04% 788 -173 -7.62% Q4 2025 Feb 04, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,097 371 0.07% 0.07% 787 0 0.0% Q4 2025 Feb 13, 2026
Bravias Capital Group, LLC History New 2,077 368 0.22% — 790 +2,077 New Q4 2025 Jan 29, 2026
DEUTSCHE BANK AG\ History Reduced 2,060 365 0.0% 0.0% 791 -475 -18.74% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History New 2,052 363 0.0% — 793 +2,052 New Q4 2025 Mar 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 2,051 363 0.0% — 792 +2,051 New Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 2,026 362 0.01% 0.0% 794 +544 36.71% Q4 2025 Feb 05, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 2,043 362 0.12% 0.22% 795 +15 0.74% Q4 2025 Jan 22, 2026
Evergreen Wealth Partners LLC History New 2,026 359 0.3% — 796 +2,026 New Q4 2025 Feb 05, 2026
Greenspring Advisors, LLC History New 2,018 357 0.02% — 797 +2,018 New Q4 2025 Feb 10, 2026
Graetz Wealth LLC History New 2,018 357 0.33% — 798 +2,018 New Q4 2025 Feb 12, 2026
Finward Bancorp History Reduced 2,007 355 0.28% 0.27% 799 -30 -1.47% Q4 2025 Jan 21, 2026
waypoint wealth counsel History No change 2,005 355 0.13% 0.14% 800 0 0.0% Q4 2025 Jan 28, 2026