VANGUARD STAR FUNDS - VXUS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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
VANGUARD GROUP INC History Added to 87,491,307 6,600,342 0.1% 0.09% 1 +3,056,564 3.62% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Added to 19,938,014 1,504,123 0.11% 0.1% 2 +464,955 2.39% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 16,494,667 1,244,357 0.07% 0.05% 3 +4,651,939 39.28% Q4 2025 Feb 13, 2026
Rakuten Investment Management, Inc. History No change 15,070,900 1,102,285 3.71% 3.92% 4 0 0.0% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 11,876,876 895,991 0.27% 0.26% 5 -340,105 -2.78% Q4 2025 Feb 10, 2026
FLOW TRADERS U.S. LLC History New 11,030,823 832,165 27.27% 6 +11,030,823 New Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 7,608,929 570,764 3.69% 3.57% 7 +399,897 5.55% Q4 2025 Jan 28, 2026
Cetera Investment Advisers History Added to 6,538,984 493,286 0.54% 0.56% 8 +4,832 0.07% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 6,359,382 479,752 1.27% 1.29% 9 -22,229 -0.35% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 5,883,288 443,835 3.53% 4.24% 10 -5,148,868 -46.67% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 5,152,926 388,736 2.78% 0.05% 11 +5,054,456 5132.99% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 4,881,320 368,249 0.08% 0.08% 12 +295,360 6.44% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 4,448,156 335,568 0.09% 0.09% 13 +424,875 10.56% Q4 2025 Feb 11, 2026
Sageworth Trust Co History Added to 4,193,535 316,360 13.55% 14.14% 14 +61,572 1.49% Q4 2025 Feb 03, 2026
ROYAL BANK OF CANADA History New 4,177,145 315,122 0.05% 15 +4,177,145 New Q4 2025 Feb 17, 2026
UBS Group AG History Added to 4,000,968 301,833 0.05% 0.04% 16 +185,711 4.87% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 3,731,609 281,512 0.04% 0.06% 17 -1,893,544 -33.66% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 3,427,396 258,562 0.28% 0.27% 18 +146,434 4.46% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 3,191,019 247,697 0.34% 0.35% 19 +96,809 3.13% Q4 2025 Jan 08, 2026
SIGNATUREFD, LLC History Added to 3,262,620 246,132 3.76% 3.73% 20 +37,799 1.17% Q4 2025 Jan 20, 2026
WELLS FARGO & COMPANY/MN History Added to 3,009,514 227,037 0.04% 0.04% 21 +279,214 10.23% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,919,774 220,267 0.07% 0.07% 22 +144,784 5.22% Q4 2025 Feb 18, 2026
Angeles Investment Advisors, LLC History Reduced 2,842,794 214,460 14.31% 15.94% 23 -460,984 -13.95% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 2,648,030 199,767 0.09% 0.08% 24 +303,871 12.96% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 172,784 172,784 0.1% 25 +172,784 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 2,416,134 167,665 0.23% 0.08% 26 +1,741,034 257.89% Q4 2025 Mar 09, 2026
UNIVEST FINANCIAL Corp History Added to 2,102,710 158,628 8.41% 8.58% 27 +15,960 0.76% Q4 2025 Feb 04, 2026
First American Financial Corp History Added to 2,090,160 157,681 42.23% 38.87% 28 +475,840 29.48% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 2,068,356 156,054 0.23% 0.21% 29 -30,641 -1.46% Q4 2025 Feb 17, 2026
Tidal Investments LLC History Added to 1,990,771 150,183 0.36% 0.24% 30 +383,923 23.89% Q4 2025 Feb 13, 2026
Zhang Financial LLC History Added to 1,880,287 141,848 5.29% 5.19% 31 +139,713 8.03% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 1,799,146 135,727 1.83% 2.4% 32 +85,635 5.0% Q4 2025 Feb 06, 2026
SEI INVESTMENTS CO History Added to 1,762,670 132,975 0.13% 0.13% 33 +79,846 4.74% Q4 2025 Feb 13, 2026
Charter Oak Capital Management, LLC History Added to 1,663,503 125,494 9.57% 9.02% 34 +98,512 6.29% Q4 2025 Jan 23, 2026
Cerity Partners LLC History Added to 1,645,587 124,170 0.18% 0.19% 35 +61,406 3.88% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,605,570 121,125 0.14% 0.16% 36 +238,502 17.45% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,502,638 113,359 0.4% 0.4% 37 +23,651 1.6% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Added to 1,490,572 112,448 0.01% 0.01% 38 +204,633 15.91% Q4 2025 Feb 11, 2026
LINCOLN NATIONAL CORP History Added to 1,480,151 111,662 3.26% 3.04% 39 +29,521 2.04% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,403,628 105,889 0.2% 0.21% 40 +23,045 1.67% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,392,855 105,076 5.79% 5.8% 41 +106,115 8.25% Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History Reduced 1,378,198 103,971 5.81% 6.63% 42 -342,550 -19.91% Q4 2025 Feb 06, 2026
SENTINEL TRUST CO LBA History Added to 1,364,993 102,975 10.14% 9.3% 43 +122,221 9.83% Q4 2025 Jan 29, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,290,316 97,341 0.03% 0.03% 44 -2,677 -0.21% Q4 2025 Feb 17, 2026
Gleason Group, Inc. History Added to 1,268,372 95,685 9.38% 8.98% 45 +51,753 4.25% Q4 2025 Jan 15, 2026
3EDGE Asset Management, LP History Reduced 1,256,968 94,825 4.92% 6.81% 46 -386,703 -23.53% Q4 2025 Feb 06, 2026
St. Louis Trust Co History Reduced 1,205,345 90,931 10.43% 11.14% 47 -11,328 -0.93% Q4 2025 Feb 09, 2026
Global Endowment Management, LP History Added to 1,191,840 89,913 11.22% 10.87% 48 +9,968 0.84% Q4 2025 Feb 13, 2026
Penserra Capital Management LLC History Added to 1,187,606 89,592 1.06% 0.42% 49 +711,777 149.59% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 1,168,453 88,148 0.16% 0.16% 50 +51,380 4.6% Q4 2025 Mar 16, 2026
Capstone Financial Advisors, Inc. History Reduced 1,146,159 86,466 4.6% 4.56% 51 -44 -0.0% Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 1,093,834 82,867 2.46% 0.02% 52 +1,090,127 29407.26% Q4 2025 Feb 13, 2026
Verus Financial Partners, Inc. History Reduced 1,016,907 81,210 7.47% 7.41% 53 -32,546 -3.1% Q4 2025 Feb 02, 2026
Provenance Wealth Advisors, LLC History Added to 1,028,032 77,554 8.6% 6.52% 54 +341,049 49.64% Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Added to 984,363 74,260 0.07% 0.06% 55 +18,799 1.95% Q4 2025 Feb 13, 2026
GREENWOOD GEARHART INC History Added to 981,146 74,017 4.07% 4.0% 56 +36,903 3.91% Q4 2025 Feb 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 978,734 73,835 0.1% 0.09% 57 +56,856 6.17% Q4 2025 Feb 12, 2026
Dakota Wealth Management History Added to 978,548 73,821 1.31% 0.86% 58 +394,868 67.65% Q4 2025 Jan 13, 2026
IEQ CAPITAL, LLC History Added to 962,753 72,630 0.22% 0.2% 59 +45,157 4.92% Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History Added to 928,962 70,081 9.18% 9.22% 60 +3,401 0.37% Q4 2025 Jan 12, 2026
Luminvest Wealth Management LLC History Added to 890,978 67,215 18.65% 18.6% 61 +114,039 14.68% Q4 2025 Jan 26, 2026
Caprock Group, LLC History Added to 886,642 66,888 1.41% 1.43% 62 +72,480 8.9% Q4 2025 Jan 28, 2026
Allen Investment Management, LLC History Added to 864,310 65,203 0.72% 0.48% 63 +276,204 46.97% Q4 2025 Feb 10, 2026
AMG National Trust Bank History Added to 847,317 63,921 1.5% 1.33% 64 +100,069 13.39% Q4 2025 Jan 30, 2026
Towneley Capital Management, Inc / DE History Added to 826,594 62,358 13.15% 12.96% 65 +14,435 1.78% Q4 2025 Jan 30, 2026
GOLDMAN SACHS GROUP INC History Added to 820,740 61,916 0.01% 0.01% 66 +15,780 1.96% Q4 2025 Mar 25, 2026
MML INVESTORS SERVICES, LLC History Added to 804,564 60,696 0.15% 0.14% 67 +70,464 9.6% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 772,753 58,296 0.36% 0.36% 68 -2,794 -0.36% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 768,776 57,996 0.01% 0.0% 69 +566,221 279.54% Q4 2025 Feb 17, 2026
Creative Planning History Added to 751,734 56,710 0.04% 0.04% 70 +38,837 5.45% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 729,541 55,036 0.42% 0.43% 71 +95 0.01% Q4 2025 Feb 12, 2026
Haverford Trust Co History Reduced 727,730 54,899 0.49% 0.49% 72 -12,363 -1.67% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 724,739 54,674 2.19% 2.16% 73 +691 0.1% Q4 2025 Jan 30, 2026
Equitable Holdings, Inc. History Added to 724,252 54,637 0.37% 0.37% 74 +37,928 5.53% Q4 2025 Feb 17, 2026
SAM Advisors, LLC History Reduced 722,438 54,500 17.24% 17.35% 75 -10,389 -1.42% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 703,128 53,043 0.25% 0.25% 76 +2,611 0.37% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 693,459 52,314 0.03% 0.03% 77 +88,634 14.65% Q4 2025 Feb 10, 2026
25 LLC History Added to 687,400 51,857 16.46% 15.83% 78 +54,422 8.6% Q4 2025 Jan 15, 2026
Topsail Wealth Management, LLC History Added to 674,934 50,917 7.46% 7.95% 79 +35,317 5.52% Q4 2025 Feb 04, 2026
Greenline Partners, LLC History Added to 660,050 49,794 5.7% 5.05% 80 +94,422 16.69% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 639,749 48,262 0.34% 0.15% 81 +400,954 167.91% Q4 2025 Feb 18, 2026
Efficient Advisors, LLC History Reduced 638,958 48,202 2.81% 2.69% 82 -11,283 -1.74% Q4 2025 Jan 21, 2026
Mesirow Financial Investment Management, Inc. History Reduced 635,392 47,934 0.98% 1.14% 83 -234,015 -26.92% Q4 2025 Feb 05, 2026
COMERICA BANK History Reduced 621,820 46,910 0.19% 0.18% 84 -22,671 -3.52% Q4 2025 Jan 29, 2026
Kestra Advisory Services, LLC History Reduced 596,961 45,034 0.19% 0.26% 85 -188,937 -24.04% Q4 2025 Feb 13, 2026
Peak Financial Management, Inc. History Reduced 595,252 44,905 11.58% 11.65% 86 -4,727 -0.79% Q4 2025 Jan 23, 2026
White Lighthouse Investment Management Inc. History Added to 593,492 44,773 6.25% 6.47% 87 +15,380 2.66% Q4 2025 Feb 09, 2026
GeoWealth Management, LLC History Reduced 584,305 44,079 1.62% 1.58% 88 -5,913 -1.0% Q4 2025 Feb 17, 2026
FMR LLC History Added to 579,471 43,715 0.0% 0.0% 89 +48,323 9.1% Q4 2025 Feb 17, 2026
James J. Burns & Company, LLC History Added to 573,760 43,284 5.97% 6.06% 90 +20,337 3.67% Q4 2025 Jan 23, 2026
Mariner, LLC History Added to 564,579 42,592 0.05% 0.05% 91 +52,114 10.17% Q4 2025 Feb 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 564,285 42,569 2.74% 2.83% 92 -20,602 -3.52% Q4 2025 Jan 26, 2026
N.E.W. Advisory Services LLC History Added to 537,175 40,524 3.0% 3.38% 93 +22,091 4.29% Q4 2025 Jan 28, 2026
NORTHERN TRUST CORP History Added to 534,894 40,352 0.01% 0.0% 94 +411,527 333.58% Q4 2025 Feb 17, 2026
Select Equity Group, L.P. History New 533,471 40,245 0.17% 95 +533,471 New Q4 2025 Feb 17, 2026
Mill Creek Capital Advisors, LLC History Added to 529,743 39,963 0.81% 0.8% 96 +64 0.01% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History Added to 527,003 39,757 3.33% 3.26% 97 +9,678 1.87% Q4 2025 Feb 02, 2026
Souders Financial Advisors History Added to 510,927 38,544 4.41% 4.41% 98 +5,774 1.14% Q4 2025 Feb 02, 2026
Joel Isaacson & Co., LLC History Added to 510,895 38,541 1.27% 1.15% 99 +76,311 17.56% Q4 2025 Jan 30, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 508,607 38,369 2.67% 2.68% 100 +4,641 0.92% Q4 2025 Jan 07, 2026
Tenon Financial LLC History Added to 502,297 37,893 15.97% 13.15% 101 +153,525 44.02% Q4 2025 Jan 16, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 497,971 37,566 0.06% 0.06% 102 +28,936 6.17% Q4 2025 Feb 18, 2026
Standpoint Asset Management, LLC History Reduced 494,500 37,305 8.52% 8.5% 103 -17,700 -3.46% Q4 2025 Feb 12, 2026
PRUDENTIAL PLC History Added to 491,000 37,041 0.29% 0.19% 104 +145,000 41.91% Q4 2025 Feb 11, 2026
BURRUS FINANCIAL SERVICES, INC. History Reduced 381,848 37,032 21.06% 16.81% 105 -117,058 -23.46% Q4 2025 Jan 30, 2026
Wealthfront Advisers LLC History Added to 487,630 36,786 0.08% 0.07% 106 +93,623 23.76% Q4 2025 Jan 30, 2026
WBH ADVISORY INC History Added to 480,838 36,274 2.69% 2.66% 107 +6,908 1.46% Q4 2025 Jan 26, 2026
Focus Financial Network, Inc. History Added to 470,925 35,526 1.24% 1.19% 108 +15,125 3.32% Q4 2025 Jan 12, 2026
Abacus Planning Group, Inc. History Added to 457,943 34,547 4.6% 4.62% 109 +2,212 0.49% Q4 2025 Jan 16, 2026
BlackRock, Inc. History Reduced 457,054 34,480 0.0% 0.0% 110 -29,648 -6.09% Q4 2025 Feb 12, 2026
Connecticut Wealth Management, LLC History Reduced 450,381 33,976 1.48% 1.47% 111 -1,677 -0.37% Q4 2025 Feb 12, 2026
Avantax Planning Partners, Inc. History Reduced 447,460 33,756 0.94% 0.99% 112 -22,161 -4.72% Q4 2025 Feb 05, 2026
Bragg Financial Advisors, Inc History Added to 431,710 32,568 1.06% 1.02% 113 +10,284 2.44% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 424,048 31,990 0.13% 114 +424,048 New Q4 2025 Feb 05, 2026
Pathstone Holdings, LLC History New 418,028 31,535 0.12% 115 +418,028 New Q4 2025 Feb 13, 2026
Arax Advisory Partners History Added to 412,278 31,122 0.91% 0.25% 116 +174,523 73.4% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 404,685 30,529 0.13% 0.12% 117 +17,374 4.49% Q4 2025 Feb 17, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 393,566 29,690 5.66% 9.9% 118 -300,159 -43.27% Q4 2025 Feb 13, 2026
Hardy Reed LLC History Reduced 385,689 29,096 2.07% 2.13% 119 -8,923 -2.26% Q4 2025 Feb 06, 2026
Betterment LLC History Added to 382,801 28,879 0.06% 0.05% 120 +27,490 7.74% Q4 2025 Feb 12, 2026
BANK OF MONTREAL /CAN/ History Added to 382,309 28,841 0.01% 0.01% 121 +27,295 7.69% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 381,595 28,787 0.02% 0.01% 122 +99,883 35.46% Q4 2025 Feb 17, 2026
CARL STUART INVESTMENT ADVISOR, INC History Added to 371,788 28,047 25.31% 24.43% 123 +17,842 5.04% Q4 2025 Feb 13, 2026
Sunflower Bank, N.A. History Reduced 371,254 28,007 7.06% 7.88% 124 -69,992 -15.86% Q4 2025 Jan 09, 2026
Joseph Group Capital Management History Added to 368,575 27,805 7.31% 6.29% 125 +64,962 21.4% Q4 2025 Jan 30, 2026
Stratos Wealth Partners, LTD. History Reduced 366,572 27,654 0.31% 0.33% 126 -9,269 -2.47% Q4 2025 Jan 20, 2026
BOK Financial Private Wealth, Inc. History Reduced 348,219 26,269 1.61% 1.62% 127 -3,043 -0.87% Q4 2025 Feb 06, 2026
Prospera Capital Management, LLC History Reduced 348,116 26,261 13.25% 12.98% 128 -17,232 -4.72% Q4 2025 Jan 20, 2026
Manuka Financial, LLC History Added to 346,074 26,107 16.21% 15.27% 129 +9,814 2.92% Q4 2025 Jan 28, 2026
IMA Advisory Services, Inc. History Added to 342,421 25,822 2.48% 2.51% 130 +3,578 1.06% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 341,560 25,767 0.19% 131 +341,560 New Q4 2025 Feb 18, 2026
Aperture Investors, LLC History No change 339,093 25,581 2.92% 3.41% 132 0 0.0% Q4 2025 Feb 17, 2026
Juno Financial Group LLC History New 325,919 24,587 9.84% 133 +325,919 New Q4 2025 Jan 28, 2026
Waverly Advisors, LLC History Added to 317,798 23,974 0.19% 0.22% 134 +23,947 8.15% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Reduced 316,621 23,885 0.13% 0.19% 135 -198,501 -38.53% Q4 2025 Jan 29, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 316,607 23,884 4.32% 4.11% 136 +19,742 6.65% Q4 2025 Jan 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 315,340 23,789 4.51% 4.71% 137 +4,604 1.48% Q4 2025 Feb 09, 2026
Shelter Mutual Insurance Co History No change 314,823 23,750 5.3% 5.19% 138 0 0.0% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 310,786 23,445 0.01% 0.01% 139 +58,789 23.33% Q4 2025 Feb 06, 2026
Arbor Wealth Advisors LLC History Added to 310,463 23,421 16.69% 16.77% 140 +4,743 1.55% Q4 2025 Jan 12, 2026
Cairn Investment Group, Inc. History Added to 309,879 23,377 11.09% 10.27% 141 +3,185 1.04% Q4 2025 Feb 02, 2026
MAI Capital Management History Reduced 307,456 23,194 0.13% 0.14% 142 -4,621 -1.48% Q4 2025 Feb 13, 2026
Curran Financial Partners, LLC History Added to 306,224 23,101 4.39% 4.03% 143 +29,239 10.56% Q4 2025 Jan 22, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Added to 299,460 22,591 3.26% 3.15% 144 +6,411 2.19% Q4 2025 Feb 06, 2026
Legacy Private Trust Co. History Reduced 297,556 22,447 1.32% 1.31% 145 -1,729 -0.58% Q4 2025 Jan 08, 2026
Professional Financial Advisors, LLC History Added to 296,914 22,399 4.58% 4.58% 146 +849 0.29% Q4 2025 Jan 15, 2026
TRUIST FINANCIAL CORP History Added to 295,481 22,291 0.03% 0.03% 147 +33,887 12.95% Q4 2025 Feb 02, 2026
Seneca Financial Advisors LLC History Added to 291,482 21,989 6.69% 6.2% 148 +33,058 12.79% Q4 2025 Jan 26, 2026
Choate Investment Advisors History New 288,569 21,769 0.43% 149 +288,569 New Q4 2025 Feb 09, 2026
Alpha Cubed Investments, LLC History Added to 276,853 20,885 0.71% 0.64% 150 +27,763 11.15% Q4 2025 Feb 03, 2026
Family CFO Inc History Reduced 273,781 20,654 9.24% 9.28% 151 -662 -0.24% Q4 2025 Jan 23, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 271,724 20,498 0.32% 0.37% 152 0 0.0% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 271,210 20,460 0.25% 0.3% 153 -79,977 -22.77% Q4 2025 Feb 11, 2026
FIDELIS iM, LLC History Added to 264,027 19,918 7.73% 8.17% 154 +55,800 26.8% Q4 2025 Jan 23, 2026
CIBC WORLD MARKET INC. History Added to 260,783 19,673 0.03% 0.0% 155 +232,642 826.7% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 259,992 19,613 0.21% 0.07% 156 +192,570 285.62% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 259,979 19,612 0.4% 0.41% 157 +13,096 5.3% Q4 2025 Feb 09, 2026
Drystone LLC History Reduced 248,048 18,712 16.82% 16.48% 158 -1,191 -0.48% Q4 2025 Feb 06, 2026
Savant Capital, LLC History Reduced 245,633 18,530 0.11% 0.35% 159 -545,779 -68.96% Q4 2025 Feb 10, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 244,408 18,438 5.6% 5.45% 160 +8,296 3.51% Q4 2025 Jan 13, 2026
OneDigital Investment Advisors LLC History Added to 238,779 18,013 0.18% 0.16% 161 +31,778 15.35% Q4 2025 Feb 13, 2026
Clarity Wealth Advisors, LLC History Added to 237,094 17,886 3.65% 3.62% 162 +13,432 6.01% Q4 2025 Jan 23, 2026
BIP Wealth, LLC History Added to 236,918 17,873 0.63% 0.03% 163 +229,342 3027.22% Q4 2025 Jan 21, 2026
Sellwood Investment Partners LLC History Added to 236,564 17,846 6.97% 5.13% 164 +61,197 34.9% Q4 2025 Jan 26, 2026
Breakwater Investment Management History Reduced 235,490 17,765 6.43% 6.46% 165 -2,903 -1.22% Q4 2025 Feb 02, 2026
CSM Advisors, LLC History Added to 234,889 17,719 0.48% 0.34% 166 +69,887 42.36% Q4 2025 Feb 11, 2026
Gibson Wealth Advisors LLC History Added to 230,751 17,407 11.93% 11.64% 167 +8,541 3.84% Q4 2025 Jan 13, 2026
Cornerstone Wealth Management, LLC History Reduced 229,177 17,289 0.9% 0.95% 168 -5,750 -2.45% Q4 2025 Feb 05, 2026
WealthCollab, LLC History Added to 227,069 17,130 7.01% 7.2% 169 +13,500 6.32% Q4 2025 Jan 27, 2026
Index Fund Advisors, Inc. History Added to 225,385 17,003 0.8% 0.79% 170 +3,765 1.7% Q4 2025 Jan 29, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 222,891 16,814 0.35% 0.92% 171 +150,360 207.3% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 218,831 16,508 0.8% 0.66% 172 -265 -0.12% Q4 2025 Jan 27, 2026
Greenbush Financial Group, LLC History Added to 215,560 16,261 5.53% 5.43% 173 +23,041 11.97% Q4 2025 Jan 20, 2026
GuidedMoney, LLC History New 215,378 16,248 8.68% 174 +215,378 New Q4 2025 Feb 23, 2026
Integrated Wealth Concepts LLC History Added to 215,139 16,230 0.19% 0.13% 175 +13,390 6.64% Q4 2025 Feb 13, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Added to 211,964 15,990 1.01% 1.02% 176 +13,638 6.88% Q4 2025 Feb 04, 2026
David Kennon Inc History Reduced 210,800 15,902 5.65% 5.72% 177 -5,557 -2.57% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Added to 209,981 15,840 0.06% 0.06% 178 +22,913 12.25% Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 209,584 15,811 0.03% 0.03% 179 +84,781 67.93% Q4 2025 Feb 17, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 209,170 15,779 4.34% 4.52% 180 -5,801 -2.7% Q4 2025 Jan 23, 2026
Brooklyn FI, LLC History Reduced 207,647 15,664 3.35% 3.46% 181 -3,905 -1.85% Q4 2025 Jan 21, 2026
SYM FINANCIAL Corp History Reduced 207,396 15,645 1.61% 1.8% 182 -21,246 -9.29% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History Reduced 204,182 15,403 0.82% 0.91% 183 -12,976 -5.98% Q4 2025 Jan 23, 2026
Apella Capital, LLC History Added to 202,986 15,313 0.3% 0.32% 184 +10,140 5.26% Q4 2025 Jan 21, 2026
Berman McAleer LLC History Added to 201,874 15,229 2.08% 2.04% 185 +2,923 1.47% Q4 2025 Feb 05, 2026
Mallini Complete Financial Planning LLC History Reduced 197,932 14,932 12.0% 11.94% 186 -1,923 -0.96% Q4 2025 Jan 06, 2026
CARDIFF PARK ADVISORS, LLC History Added to 197,205 14,877 1.22% 0.93% 187 +31,146 18.76% Q4 2025 Feb 17, 2026
CWS Financial Advisors, LLC History Added to 192,667 14,534 3.95% 3.84% 188 +4,166 2.21% Q4 2025 Feb 06, 2026
Prime Buchholz LLC History Reduced 192,540 14,525 8.62% 8.02% 189 -6,214 -3.13% Q4 2025 Feb 11, 2026
GRANVILLE CAPITAL, INC. History New 189,335 14,283 7.58% 190 +189,335 New Q4 2025 Feb 13, 2026
Shade Tree Advisors LLC History Added to 186,861 14,096 10.71% 11.42% 191 +7,318 4.08% Q4 2025 Feb 04, 2026
Janney Montgomery Scott LLC History Added to 185,889 14,023 0.03% 0.03% 192 +11,898 6.84% Q4 2025 Feb 11, 2026
SVRN Asset Management, LLC History New 185,807 14,017 11.55% 193 +185,807 New Q4 2025 Feb 13, 2026
Main Management LLC History Added to 183,780 13,864 1.0% 0.87% 194 +21,468 13.23% Q4 2025 Feb 10, 2026
Genesis Wealth Advisors, LLC History Added to 183,192 13,819 9.47% 9.25% 195 +4,587 2.57% Q4 2025 Feb 13, 2026
Swisher Financial Concepts, Inc. History Added to 182,041 13,733 7.8% 7.65% 196 +8,394 4.83% Q4 2025 Feb 10, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 181,923 13,724 0.93% 0.96% 197 -9,484 -4.95% Q4 2025 Feb 10, 2026
Tribridge Partners Financial LLC History Added to 181,019 13,656 5.73% 5.76% 198 +11,894 7.03% Q4 2025 Jan 26, 2026
Madison Park Capital Advisors, LLC History Added to 178,537 13,468 10.93% 10.66% 199 +1,665 0.94% Q4 2025 Jan 20, 2026
New England Private Wealth Advisors LLC History Added to 178,486 13,467 1.68% 1.53% 200 +20,173 12.74% Q4 2025 Feb 13, 2026
Charis Legacy Partners, LLC History Added to 177,377 13,381 19.75% 18.6% 201 +7,669 4.52% Q4 2025 Jan 08, 2026
Diversified Trust Co History Added to 174,903 13,194 0.24% 0.25% 202 +2,137 1.24% Q4 2025 Jan 09, 2026
Calydon Capital History Added to 173,707 13,104 2.21% 1.08% 203 +81,400 88.18% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 173,371 13,079 0.07% 0.1% 204 -50,639 -22.61% Q4 2025 Feb 03, 2026
Callan Family Office, LLC History Added to 173,360 13,078 0.28% 0.33% 205 +31,569 22.26% Q4 2025 Feb 12, 2026
Dodds Wealth, LLC History Added to 172,760 13,033 3.2% 3.12% 206 +1,502 0.88% Q4 2025 Feb 11, 2026
Sageworth Trust Co of South Dakota History Added to 172,210 12,991 10.61% 10.25% 207 +24,265 16.4% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Added to 171,618 12,946 0.18% 0.13% 208 +50,867 42.13% Q4 2025 Feb 17, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 171,531 12,940 0.16% 0.17% 209 -9,123 -5.05% Q4 2025 Jan 29, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 171,262 12,920 5.23% 5.7% 210 -10,708 -5.88% Q4 2025 Jan 22, 2026
Schulz Wealth, LTD. History Reduced 171,252 12,919 8.28% 8.39% 211 -1,478 -0.86% Q4 2025 Feb 05, 2026
McCarthy Asset Management, Inc. History Added to 170,686 12,876 6.72% 3.39% 212 +98,883 137.71% Q4 2025 Feb 03, 2026
BLAIR WILLIAM & CO/IL History Added to 168,572 12,717 0.03% 0.03% 213 +16,015 10.5% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 166,963 12,624 0.58% 0.05% 214 +161,443 2924.69% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 166,295 12,545 0.07% 215 +166,295 New Q4 2025 Feb 18, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 164,157 12,383 3.9% 3.24% 216 -20,262 -10.99% Q4 2025 Feb 02, 2026
L.K. Benson & Company, P.C. History Added to 163,700 12,349 6.2% 6.37% 217 +2,873 1.79% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 162,612 12,267 0.24% 0.18% 218 +62,059 61.72% Q4 2025 Feb 13, 2026
OPPENHEIMER & CO INC History Added to 160,680 12,121 0.17% 0.13% 219 +12,351 8.33% Q4 2025 Feb 02, 2026
Wrenne Financial Planning LLC History Added to 159,862 12,060 4.91% 5.0% 220 +799 0.5% Q4 2025 Feb 10, 2026
Atria Investments, Inc History Added to 157,338 11,869 0.13% 0.13% 221 +6,131 4.05% Q4 2025 Feb 05, 2026
BARCLAYS PLC History Reduced 157,001 11,844 0.0% 0.0% 222 -20,313 -11.46% Q4 2025 Feb 13, 2026
OLD MISSION CAPITAL LLC History New 156,338 11,794 0.27% 223 +156,338 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Reduced 155,937 11,763 0.6% 0.73% 224 -5,318 -3.3% Q4 2025 Feb 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 154,700 11,670 0.01% 0.01% 225 +6,150 4.14% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Added to 154,351 11,644 0.56% 0.5% 226 +13,143 9.31% Q4 2025 Jan 20, 2026
CLUNE & ASSOCIATES, LTD. History Added to 153,131 11,552 2.49% 2.28% 227 +29,025 23.39% Q4 2025 Feb 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 151,159 11,403 0.14% 0.15% 228 -13,588 -8.25% Q4 2025 Jan 21, 2026
IFP Advisors, Inc History Added to 151,023 11,393 0.26% 0.19% 229 +52,247 52.89% Q4 2025 Feb 06, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 150,974 11,389 0.36% 0.36% 230 +1,545 1.03% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Added to 150,537 11,356 0.06% 0.06% 231 +4,388 3.0% Q4 2025 Feb 12, 2026
Applied Capital LLC History Added to 150,088 11,322 4.36% 4.4% 232 +1,551 1.04% Q4 2025 Jan 16, 2026
BROWN ADVISORY INC History Added to 145,413 10,969 0.02% 0.01% 233 +26,032 21.81% Q4 2025 Feb 13, 2026
RESOLUTE CAPITAL, LLC History New 143,592 10,832 4.53% 234 +143,592 New Q4 2025 Feb 10, 2026
BANK OF HAWAII History Added to 143,577 10,831 0.54% 0.53% 235 +321 0.22% Q4 2025 Mar 03, 2026
Sunesis Advisors, LLC History Added to 142,328 10,737 4.86% 4.88% 236 +17 0.01% Q4 2025 Feb 02, 2026
ST GERMAIN D J CO INC History Added to 141,915 10,706 0.42% 0.0% 237 +141,102 17355.72% Q4 2025 Jan 29, 2026
Axiom Financial Strategies, LLC History Reduced 141,621 10,683 4.5% 4.5% 238 -816 -0.57% Q4 2025 Jan 23, 2026
Intelligent Financial Strategies History Reduced 139,054 10,490 5.04% 5.01% 239 -1,052 -0.75% Q4 2025 Jan 26, 2026
XY Planning Network, Inc. History Added to 138,955 10,482 1.83% 1.32% 240 +82,957 148.14% Q4 2025 Jan 26, 2026
Avior Wealth Management, LLC History Added to 136,989 10,334 0.32% 0.3% 241 +8,398 6.53% Q4 2025 Jan 06, 2026
SCOTIA CAPITAL INC. History Added to 136,305 10,282 0.04% 0.04% 242 +23,165 20.47% Q4 2025 Feb 12, 2026
Wedmont Private Capital History Added to 132,533 10,235 0.36% 0.28% 243 +31,429 31.09% Q4 2025 Jan 08, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 134,425 10,141 1.78% 1.87% 244 +1,690 1.27% Q4 2025 Jan 21, 2026
MontVue Capital Management, Inc. History Reduced 133,481 10,069 6.7% 6.62% 245 -837 -0.62% Q4 2025 Jan 27, 2026
Center for Financial Planning, Inc. History Reduced 133,417 10,064 1.05% 1.06% 246 -1,428 -1.06% Q4 2025 Feb 05, 2026
New Covenant Trust Company, N.A. History Reduced 130,318 9,974 9.0% 9.36% 247 -6,565 -4.8% Q4 2025 Jan 13, 2026
BFSG, LLC History Added to 132,097 9,965 0.97% 0.86% 248 +10,957 9.04% Q4 2025 Jan 22, 2026
Optas, LLC History Added to 130,877 9,873 1.54% 1.61% 249 +1,370 1.06% Q4 2025 Jan 27, 2026
Nicholas Hoffman & Company, LLC. History Reduced 130,280 9,828 0.23% 0.23% 250 -307 -0.24% Q4 2025 Feb 02, 2026
BRIGHTON JONES LLC History Added to 129,852 9,796 0.36% 0.21% 251 +9,621 8.0% Q4 2025 Jan 27, 2026
FIDUCIARY ADVISORS, INC. History Added to 129,387 9,760 7.42% 7.59% 252 +1,452 1.13% Q4 2025 Jan 27, 2026
Northstar Group, Inc. History Added to 127,688 9,632 1.31% 1.18% 253 +17,166 15.53% Q4 2025 Feb 13, 2026
Beacon Financial Strategies CORP History Added to 127,499 9,618 5.37% 5.46% 254 +1,466 1.16% Q4 2025 Jan 12, 2026
M&T BANK CORP History Added to 125,996 9,505 0.03% 0.01% 255 +89,888 248.94% Q4 2025 Jan 30, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 123,386 9,308 0.0% 0.0% 256 +41,416 50.53% Q4 2025 Feb 17, 2026
Wealth Enhancement Trust Services, Inc. History New 120,594 9,097 1.15% 257 +120,594 New Q4 2025 Jan 27, 2026
M Wealth Management, LLC History Added to 120,484 9,089 7.91% 7.63% 258 +2,282 1.93% Q4 2025 Jan 29, 2026
Winthrop Advisory Group LLC History Added to 120,395 9,082 0.77% 0.76% 259 +2,719 2.31% Q4 2025 Jan 21, 2026
KMT WEALTH MANAGEMENT, LLC History Reduced 120,171 9,065 4.85% 5.13% 260 -9,400 -7.25% Q4 2025 Feb 05, 2026
ADE, LLC History Reduced 118,221 8,918 4.32% 4.39% 261 -23 -0.02% Q4 2025 Feb 10, 2026
Trellis Wealth Advisors LLC History Reduced 117,757 8,883 3.47% 3.53% 262 -255 -0.22% Q4 2025 Jan 26, 2026
Legacy Advisors, LLC History Added to 117,655 8,875 0.95% 0.41% 263 +72,219 158.95% Q4 2025 Jan 27, 2026
DRW Securities, LLC History Added to 117,283 8,847 0.23% 0.04% 264 +89,232 318.11% Q4 2025 Feb 12, 2026
B&D White Capital Company, LLC History Added to 116,505 8,789 1.02% 1.08% 265 +1,485 1.29% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 114,163 8,612 0.17% 0.03% 266 +102,462 875.67% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Reduced 113,358 8,551 0.16% 0.15% 267 -408 -0.36% Q4 2025 Feb 11, 2026
Vernal Point Advisors, LLC History Added to 113,010 8,525 3.52% 3.22% 268 +11,222 11.02% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 112,938 8,520 0.16% 0.16% 269 +2,549 2.31% Q4 2025 Feb 17, 2026
NWAM LLC History Added to 106,530 8,493 0.47% 0.4% 270 +8,977 9.2% Q4 2025 Feb 04, 2026
Latigo Investments, LLC History No change 110,240 8,316 4.09% 4.08% 271 0 0.0% Q4 2025 Feb 17, 2026
Clarity Capital Advisors, LLC History Added to 109,555 8,264 4.13% 4.31% 272 +1,794 1.66% Q4 2025 Feb 11, 2026
Brio Consultants, LLC History Added to 109,303 8,245 1.07% 1.08% 273 +2,740 2.57% Q4 2025 Feb 04, 2026
Freedom Day Solutions, LLC History Reduced 109,215 8,239 2.24% 2.38% 274 -9,915 -8.32% Q4 2025 Feb 04, 2026
GFS Advisors, LLC History Reduced 107,896 8,139 0.97% 1.03% 275 -2,323 -2.11% Q4 2025 Feb 11, 2026
MRWM Advisors, LLC History Reduced 107,486 8,108 4.35% 5.45% 276 -22,747 -17.47% Q4 2025 Jan 26, 2026
Summit Financial, LLC History Added to 106,674 8,047 0.12% 0.11% 277 +9,463 9.73% Q4 2025 Feb 13, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 105,443 7,954 5.55% 4.63% 278 +24,107 29.64% Q4 2025 Feb 11, 2026
Gordian Advisors LLC History Reduced 105,201 7,936 5.26% 5.29% 279 -1,948 -1.82% Q4 2025 Feb 09, 2026
Merit Financial Group, LLC History Reduced 104,828 7,908 0.06% 0.08% 280 -9,865 -8.6% Q4 2025 Jan 26, 2026
San Luis Wealth Advisors LLC History Added to 104,055 7,849 1.31% 1.21% 281 +12,563 13.73% Q4 2025 Jan 26, 2026
World Investment Advisors History Added to 103,798 7,830 0.13% 0.04% 282 +74,704 256.77% Q4 2025 Mar 12, 2026
Register Financial Advisors LLC History Added to 102,470 7,730 3.01% 2.83% 283 +4,478 4.57% Q4 2025 Jan 21, 2026
Gotham Asset Management, LLC History Added to 102,151 7,706 0.03% 0.02% 284 +26,712 35.41% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 100,903 7,612 0.01% 0.01% 285 +10,122 11.15% Q4 2025 Jan 30, 2026
GLENMEDE TRUST CO NA History New 100,810 7,605 0.04% 286 +100,810 New Q4 2025 Feb 17, 2026
SOL Capital Management CO History Added to 100,125 7,553 0.68% 0.66% 287 +432 0.43% Q4 2025 Jan 30, 2026
BURNS J W & CO INC/NY History Added to 99,366 7,496 0.83% 0.79% 288 +4,020 4.22% Q4 2025 Jan 12, 2026
Atlantic Private Wealth, LLC History Reduced 99,188 7,482 4.78% 4.94% 289 -4,828 -4.64% Q4 2025 Feb 11, 2026
Downshift Financial, LLC History New 92,969 7,371 4.55% 290 +92,969 New Q4 2025 Mar 11, 2026
EVOKE WEALTH, LLC History Added to 97,689 7,369 0.14% 0.14% 291 +1,542 1.6% Q4 2025 Feb 06, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 96,298 7,264 5.79% 292 +96,298 New Q4 2025 Feb 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 95,469 7,202 0.3% 0.29% 293 +1,727 1.84% Q4 2025 Feb 09, 2026
GSG Advisors LLC History Added to 95,093 7,173 1.85% 1.82% 294 +1,902 2.04% Q4 2025 Jan 08, 2026
McClarren Financial Advisors, Inc. History Reduced 22,927 7,037 4.2% 4.08% 295 -54,231 -70.29% Q4 2025 Jan 13, 2026
BAILARD, INC. History Reduced 91,130 6,874 0.15% 0.15% 296 -914 -0.99% Q4 2025 Feb 04, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 89,484 6,750 0.42% 0.41% 297 +2,759 3.18% Q4 2025 Feb 17, 2026
Coyle Financial Counsel LLC History Added to 88,829 6,701 1.43% 1.46% 298 +2,372 2.74% Q4 2025 Feb 10, 2026
Altiora Financial Group, LLC History Added to 87,982 6,637 1.14% 1.14% 299 +3,404 4.02% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 87,849 6,627 0.02% 0.02% 300 +5,884 7.18% Q4 2025 Jan 30, 2026
FIRST HORIZON CORP History Reduced 87,634 6,611 0.3% 0.31% 301 -785 -0.89% Q4 2025 Jan 27, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 87,370 6,591 0.32% 0.33% 302 -1,062 -1.2% Q4 2025 Feb 11, 2026
Winter & Associates, Inc. History New 86,844 6,551 6.06% 303 +86,844 New Q4 2025 Feb 13, 2026
Greenhouse Wealth Management, LLC History Added to 86,347 6,514 3.85% 3.76% 304 +1,172 1.38% Q4 2025 Jan 21, 2026
Hartmann Taylor Wealth Management, LLC History Added to 86,002 6,488 4.38% 4.17% 305 +7,032 8.9% Q4 2025 Jan 15, 2026
Cherry Tree Wealth Management, LLC History Reduced 85,988 6,486 1.37% 1.4% 306 -689 -0.79% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History Added to 85,663 6,462 0.34% 0.33% 307 +230 0.27% Q4 2025 Feb 11, 2026
CGN Advisors LLC History Added to 85,491 6,449 0.51% 0.49% 308 +4,193 5.16% Q4 2025 Jan 05, 2026
NewEdge Wealth, LLC History Added to 85,112 6,420 0.07% 0.07% 310 +22,238 35.37% Q4 2025 Feb 03, 2026
First Heartland Consultants, Inc. History Reduced 85,108 6,420 0.49% 0.62% 309 -19,275 -18.47% Q4 2025 Jan 09, 2026
Composition Wealth, LLC History Added to 82,701 6,238 0.09% 0.09% 311 +4,030 5.12% Q4 2025 Feb 02, 2026
Evanson Asset Management, LLC History Added to 82,370 6,213 0.34% 0.33% 312 +2,331 2.91% Q4 2025 Jan 12, 2026
Central Pacific Bank - Trust Division History No change 82,323 6,210 0.76% 0.73% 313 0 0.0% Q4 2025 Jan 07, 2026
Mustard Seed Financial, LLC History Reduced 81,951 6,182 3.89% 3.92% 314 -1,167 -1.4% Q4 2025 Jan 23, 2026
BOKF, NA History Reduced 81,634 6,158 0.09% 0.09% 315 -323 -0.39% Q4 2025 Feb 03, 2026
Silver Oak Advisory Group, Inc. History Reduced 81,459 6,145 2.78% 2.73% 316 -770 -0.94% Q4 2025 Feb 03, 2026
Pinnacle Wealth Management Group, Inc. History Added to 81,261 6,130 3.06% 2.95% 317 +2,998 3.83% Q4 2025 Jan 23, 2026
CATALYST PRIVATE WEALTH, LLC History Reduced 81,194 6,125 2.68% 2.66% 318 -1,158 -1.41% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Added to 80,569 6,078 0.14% 0.19% 319 +5,582 7.44% Q4 2025 Feb 05, 2026
Roundview Capital LLC History Reduced 80,128 6,044 0.37% 0.39% 320 -4,288 -5.08% Q4 2025 Feb 09, 2026
Valpey Financial Services, LLC History Added to 80,100 6,042 3.86% 3.81% 321 +763 0.96% Q4 2025 Mar 04, 2026
Tanager Wealth Management LLP History No change 79,855 6,024 0.6% 0.62% 322 0 0.0% Q4 2025 Jan 26, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 79,285 6,006 0.41% 0.42% 323 +3,810 5.05% Q4 2025 Jan 15, 2026
Valmark Advisers, Inc. History Added to 79,213 5,975 0.07% 0.07% 324 +4,308 5.75% Q4 2025 Jan 26, 2026
THEORY FINANCIAL LLC History Reduced 74,792 5,972 2.01% 2.36% 325 -14,736 -16.46% Q4 2025 Feb 10, 2026
Briggs Wealth Management, Inc History New 78,754 5,941 6.39% 326 +78,754 New Q4 2025 Feb 19, 2026
Summit Wealth Group, LLC History Reduced 78,653 5,933 1.39% 1.41% 327 -587 -0.74% Q4 2025 Feb 06, 2026
AMES NATIONAL CORP History Added to 78,640 5,932 3.47% 3.42% 328 +325 0.41% Q4 2025 Feb 13, 2026
Tandem Investment Partners LLC History Reduced 78,445 5,917 4.99% 4.81% 329 -1,324 -1.66% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History Reduced 78,362 5,911 0.2% 0.22% 330 -8,943 -10.24% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 77,929 5,878 0.2% 0.18% 331 +6,756 9.49% Q4 2025 Jan 14, 2026
WoodTrust Financial Corp History Added to 77,454 5,843 0.68% 0.62% 332 +7,089 10.07% Q4 2025 Jan 30, 2026
Twin Tree Management, LP History New 77,300 5,831 0.05% 333 +77,300 New Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 77,040 5,811 0.01% 0.01% 334 -189 -0.24% Q4 2025 Feb 11, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 70,424 5,785 0.83% 0.71% 335 +11,653 19.83% Q4 2025 Feb 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 76,545 5,774 0.1% 0.05% 336 +47,235 161.16% Q4 2025 Feb 19, 2026
Global Trust Wealth Management LLC History New 75,863 5,723 4.24% 337 +75,863 New Q4 2025 Jan 28, 2026
Greenwich Wealth Management LLC History Added to 75,739 5,714 0.25% 0.28% 338 +36 0.05% Q4 2025 Feb 10, 2026
Wick Capital Partners, LLC History Added to 75,585 5,702 1.02% 0.78% 339 +30,762 68.63% Q4 2025 Mar 02, 2026
Integrity Wealth Solutions LLC History Added to 75,282 5,679 2.25% 2.32% 340 +4,334 6.11% Q4 2025 Feb 02, 2026
Clearstead Advisors, LLC History Added to 75,054 5,662 0.07% 0.05% 341 +23,455 45.46% Q4 2025 Feb 09, 2026
Red Wave Investments LLC History Reduced 75,002 5,658 1.68% 1.71% 342 -1,016 -1.34% Q4 2025 Feb 06, 2026
Madden Advisory Services, Inc. History Reduced 74,916 5,651 2.27% 2.16% 343 -1,091 -1.44% Q4 2025 Feb 11, 2026
Independent Advisor Alliance History Added to 74,582 5,626 0.14% 0.14% 344 +771 1.04% Q4 2025 Feb 04, 2026
Fire Capital Management LLC History Added to 74,451 5,616 2.8% 2.24% 345 +21,283 40.03% Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 74,358 5,609 0.26% 0.23% 346 +2,055 2.84% Q4 2025 Jan 21, 2026
Coastal Bridge Advisors, LLC History Added to 74,325 5,607 0.42% 0.29% 347 +21,525 40.77% Q4 2025 Feb 18, 2026
WARNER FINANCIAL, INC History Added to 73,665 5,557 1.93% 1.97% 348 +1,742 2.42% Q4 2025 Jan 21, 2026
Wescott Financial Advisory Group, LLC History Reduced 73,502 5,544 0.48% 0.65% 349 -25,043 -25.41% Q4 2025 Feb 12, 2026
Good Steward Wealth Advisors,LLC History Added to 73,332 5,532 3.65% 3.65% 350 +1,500 2.09% Q4 2025 Jan 22, 2026
Financial Architects, LLC History Added to 73,263 5,526 2.97% 3.01% 351 +1,088 1.51% Q4 2025 Jan 21, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 72,987 5,506 1.71% 2.15% 352 +3,354 4.82% Q4 2025 Jan 08, 2026
MGO ONE SEVEN LLC History Added to 72,932 5,502 0.11% 0.12% 353 +3,542 5.1% Q4 2025 Feb 03, 2026
Azimuth Capital Investment Management LLC History Added to 71,229 5,373 0.19% 0.19% 354 +29 0.04% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 70,859 5,345 0.06% 0.05% 355 +14,326 25.34% Q4 2025 Jan 15, 2026
Arista Wealth Management, LLC History Reduced 70,807 5,341 0.66% 0.71% 356 -6,954 -8.94% Q4 2025 Feb 09, 2026
PINNACLE ASSOCIATES LTD History Reduced 70,707 5,334 0.07% 0.07% 357 -806 -1.13% Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History Added to 70,578 5,324 0.4% 0.35% 358 +9,112 14.82% Q4 2025 Feb 13, 2026
Orcam Financial Group History Reduced 70,282 5,302 3.97% 4.21% 359 -707 -1.0% Q4 2025 Feb 06, 2026
Linscomb Wealth, Inc. History Reduced 70,096 5,288 0.22% 0.23% 360 -1,994 -2.77% Q4 2025 Feb 10, 2026
Wayfinding Financial, LLC History Reduced 70,093 5,287 2.24% 2.48% 361 -8,288 -10.57% Q4 2025 Feb 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 69,559 5,247 0.88% 362 +69,559 New Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 69,546 5,246 0.01% 0.01% 363 +14,080 25.38% Q4 2025 Jan 23, 2026
Walker Financial Services, Inc. History Reduced 69,326 5,230 1.9% 2.72% 364 -25,906 -27.2% Q4 2025 Jan 28, 2026
INTEGRATED WEALTHCARE, LLC History New 69,229 5,222 4.39% 365 +69,229 New Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History Added to 69,207 5,220 0.06% 0.04% 366 +19,417 39.0% Q4 2025 Jan 21, 2026
JFS WEALTH ADVISORS, LLC History Added to 69,189 5,219 0.29% 0.29% 367 +1,675 2.48% Q4 2025 Jan 14, 2026
HUNTINGTON NATIONAL BANK History Added to 69,149 5,216 0.03% 0.03% 368 +1,946 2.9% Q4 2025 Feb 09, 2026
Warwick Investment Management, Inc. History Reduced 67,347 5,080 0.78% 0.88% 369 -1,684 -2.44% Q4 2025 Jan 15, 2026
Scott & Selber, Inc. History Added to 67,232 5,071 1.27% 1.25% 370 +387 0.58% Q4 2025 Jan 09, 2026
Main Street Financial Solutions, LLC History Added to 67,098 5,061 0.38% 0.31% 371 +1,648 2.52% Q4 2025 Feb 17, 2026
Prudent Man Advisors, LLC History Reduced 67,057 5,058 1.84% 1.85% 372 -1,150 -1.69% Q4 2025 Feb 11, 2026
Sterling Wealth Management, Inc. History Reduced 67,005 5,054 1.44% 1.59% 373 -4,432 -6.2% Q4 2025 Feb 17, 2026
TD Capital Management LLC History Added to 66,952 5,050 0.45% 0.41% 374 +4,563 7.31% Q4 2025 Feb 26, 2026
TD Waterhouse Canada Inc. History Added to 66,777 5,036 0.03% 0.03% 375 +3,282 5.17% Q4 2025 Jan 27, 2026
North Star Investment Management Corp. History Added to 66,465 5,014 0.31% 0.28% 376 +6,798 11.39% Q4 2025 Jan 30, 2026
MAYPORT, LLC History Added to 65,678 4,954 1.0% 1.03% 377 +858 1.32% Q4 2025 Jan 21, 2026
CITADEL ADVISORS LLC History Reduced 65,000 4,903 0.0% 0.0% 378 -18,416 -22.08% Q4 2025 Feb 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 64,600 4,873 1.02% 0.4% 379 +43,650 208.35% Q4 2025 Feb 13, 2026
Disciplined Investors, L.L.C. History Added to 64,177 4,841 3.18% 2.94% 380 +7,920 14.08% Q4 2025 Feb 10, 2026
TFO Wealth Partners, LLC History No change 64,151 4,839 0.72% 0.77% 381 0 0.0% Q4 2025 Feb 05, 2026
Sagace Wealth Management LLC History Reduced 64,111 4,836 3.28% 3.23% 382 -678 -1.05% Q4 2025 Feb 02, 2026
Cynosure Group, LLC History Added to 63,891 4,819 0.49% 0.42% 383 +11,381 21.67% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 63,820 4,814 0.01% 0.01% 384 -10,238 -13.82% Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Added to 63,702 4,805 0.56% 0.56% 385 +6 0.01% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 65,128 4,804 0.01% 0.01% 386 +1,887 2.98% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 63,559 4,794 0.1% 0.1% 387 -4,536 -6.66% Q4 2025 Feb 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 62,956 4,749 0.34% 0.29% 388 +6,328 11.17% Q4 2025 Feb 12, 2026
Shepherd Financial Partners LLC History No change 62,299 4,699 0.44% 0.44% 389 0 0.0% Q4 2025 Feb 10, 2026
Eschler Asset Management LLP History New 62,218 4,693 3.16% 390 +62,218 New Q4 2025 Feb 13, 2026
Unconventional Investor, LLC History Added to 62,110 4,685 2.23% 2.17% 391 +3,156 5.35% Q4 2025 Feb 05, 2026
NBT BANK N A /NY History Added to 61,975 4,675 0.3% 0.18% 392 +25,250 68.75% Q4 2025 Jan 23, 2026
Fiduciary Group, LLC History Reduced 61,257 4,621 0.39% 0.4% 393 -1,245 -1.99% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 60,514 4,565 0.31% 0.34% 394 -874 -1.42% Q4 2025 Feb 02, 2026
Sovereign Investment Advisors, LLC History Added to 60,218 4,542 1.14% 1.19% 395 +836 1.41% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 59,722 4,505 0.52% 0.57% 396 -1,422 -2.33% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 59,573 4,494 0.08% 0.08% 397 +10,028 20.24% Q4 2025 Feb 06, 2026
Crescent Grove Advisors, LLC History Added to 59,465 4,486 0.42% 0.41% 398 +1,013 1.73% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Added to 59,417 4,482 0.21% 0.2% 399 +4,145 7.5% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 59,321 4,475 0.1% 0.1% 400 +604 1.03% Q4 2025 Feb 04, 2026
Hoxton Planning & Management, LLC History Added to 59,289 4,472 1.34% 1.05% 401 +14,815 33.31% Q4 2025 Feb 11, 2026
Gradient Capital Advisors, LLC History Reduced 58,427 4,407 1.14% 1.17% 402 -1,153 -1.94% Q4 2025 Feb 06, 2026
Strategic Investment Solutions, Inc. /IL History Added to 57,335 4,367 1.05% 0.88% 403 +13,282 30.15% Q4 2025 Feb 27, 2026
Facet Wealth, Inc. History Added to 53,390 4,310 0.08% 0.02% 404 +39,390 281.36% Q4 2025 Jan 29, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 57,063 4,304 1.44% 1.41% 405 +1,573 2.83% Q4 2025 Jan 22, 2026
Empirical Finance, LLC History No change 57,025 4,301 0.21% 0.2% 406 0 0.0% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 56,506 4,262 0.0% 0.0% 407 +3,036 5.68% Q4 2025 Feb 10, 2026
Stonehage Fleming Financial Services Holdings Ltd History Added to 56,405 4,255 0.13% 0.11% 408 +4,610 8.9% Q4 2025 Jan 13, 2026
Joel Adams & Associates, Inc. History Added to 56,316 4,248 3.19% 3.02% 409 +5,310 10.41% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Added to 55,714 4,203 0.22% 0.2% 410 +8,289 17.48% Q4 2025 Jan 20, 2026
VAN STRUM & TOWNE INC. History Added to 55,673 4,199 1.17% 0.75% 411 +20,872 59.98% Q4 2025 Feb 03, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 55,420 4,180 0.2% 0.03% 412 +48,291 677.39% Q4 2025 Jan 28, 2026
Perigon Wealth Management, LLC History Reduced 55,289 4,170 0.07% 0.08% 413 -747 -1.33% Q4 2025 Jan 16, 2026
PROFFITT & GOODSON INC History Reduced 55,103 4,156 0.58% 0.59% 414 -525 -0.94% Q4 2025 Jan 27, 2026
RWA WEALTH PARTNERS, LLC History Reduced 54,785 4,132 0.05% 0.06% 415 -13,691 -19.99% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History Added to 54,408 4,104 0.04% 0.04% 416 +2,414 4.64% Q4 2025 Jan 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 54,144 4,084 0.44% 0.49% 417 -6,183 -10.25% Q4 2025 Jan 28, 2026
EverSource Wealth Advisors, LLC History Reduced 53,350 4,024 0.15% 0.16% 418 -2,049 -3.7% Q4 2025 Feb 06, 2026
Global Trust Asset Management, LLC History Added to 53,261 4,018 1.59% 0.62% 419 +34,573 185.0% Q4 2025 Jan 20, 2026
BridgePort Financial Solutions, LLC History Reduced 52,704 3,975 1.07% 1.35% 420 -15,788 -23.05% Q4 2025 Jan 16, 2026
Financial Symmetry Inc History Added to 52,548 3,964 1.62% 1.25% 421 +14,544 38.27% Q4 2025 Jan 28, 2026
Cypress Capital, LLC History Reduced 51,909 3,916 1.1% 3.27% 422 -103,635 -66.63% Q4 2025 Feb 06, 2026
Headland Capital, LLC History Reduced 51,133 3,857 1.07% 1.12% 423 -2,970 -5.49% Q4 2025 Jan 28, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 50,574 3,815 0.83% 1.12% 424 -14,333 -22.08% Q4 2025 Feb 02, 2026
BBR PARTNERS, LLC History Added to 50,027 3,774 0.2% 0.21% 425 +70 0.14% Q4 2025 Feb 11, 2026
Portside Wealth Group, LLC History Added to 49,829 3,759 0.51% 0.42% 426 +8,554 20.72% Q4 2025 Jan 21, 2026
DIVERSIFIED MANAGEMENT INC History New 49,665 3,746 0.87% 427 +49,665 New Q4 2025 Jan 26, 2026
Principle Wealth Partners LLC History Added to 49,560 3,738 0.21% 0.21% 428 +202 0.41% Q4 2025 Feb 06, 2026
Robertson Stephens Wealth Management, LLC History Reduced 49,465 3,731 0.1% 0.11% 429 -1,848 -3.6% Q4 2025 Feb 02, 2026
Verity Asset Management, Inc. History Reduced 49,334 3,721 1.6% 2.56% 430 -57,544 -53.84% Q4 2025 Jan 30, 2026
Regal Investment Advisors LLC History Added to 48,921 3,690 0.22% 0.13% 431 +21,800 80.38% Q4 2025 Feb 17, 2026
Everest Management Corp. History Added to 48,915 3,690 2.06% 2.27% 432 +431 0.89% Q4 2025 Feb 02, 2026
Selective Wealth Management, Inc. History Added to 46,852 3,682 1.15% 0.92% 433 +8,470 22.07% Q4 2025 Jan 16, 2026
Gateway Wealth Partners, LLC History Added to 48,774 3,679 0.41% 0.44% 435 +4,537 10.26% Q4 2025 Feb 11, 2026
WASHINGTON TRUST BANK History Reduced 48,777 3,679 0.26% 0.27% 434 -659 -1.33% Q4 2025 Feb 04, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 48,622 3,668 2.45% 2.29% 436 +1,580 3.36% Q4 2025 Jan 22, 2026
Atlas Legacy Advisors, LLC History Added to 48,539 3,661 0.64% 0.67% 437 +1,141 2.41% Q4 2025 Jan 29, 2026
Rothschild Wealth LLC History Added to 48,328 3,645 0.35% 0.2% 438 +35,640 280.9% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Added to 48,182 3,634 0.01% 0.0% 439 +13,035 37.09% Q4 2025 Feb 12, 2026
Sage Investment Advisers LLC History New 47,861 3,610 2.71% 441 +47,861 New Q4 2025 Feb 10, 2026
Smith & Howard Wealth Management, LLC History Added to 47,859 3,610 0.81% 0.78% 440 +2,038 4.45% Q4 2025 Feb 03, 2026
Leelyn Smith, LLC History Added to 47,762 3,603 0.52% 0.47% 442 +5,576 13.22% Q4 2025 Jan 28, 2026
SBI Securities Co., Ltd. History Added to 46,928 3,540 0.09% 0.08% 443 +5,183 12.42% Q4 2025 Feb 03, 2026
Roger Wittlin Investment Advisory, LLC History Added to 46,844 3,533 2.47% 1.82% 444 +2,190 4.9% Q4 2025 Jan 20, 2026
PROSPERITY BANCSHARES INC History New 46,514 3,509 3.17% 445 +46,514 New Q4 2025 Feb 17, 2026
Bath Savings Trust Co History Added to 46,074 3,475 0.35% 0.32% 446 +1,777 4.01% Q4 2025 Jan 12, 2026
CreativeOne Wealth, LLC History Added to 46,061 3,474 0.08% 0.08% 447 +2,667 6.15% Q4 2025 Feb 13, 2026
Cushing Capital Partners, LLC History Reduced 45,948 3,466 2.57% 2.85% 448 -3,498 -7.07% Q4 2025 Jan 14, 2026
DAVENPORT & Co LLC History Added to 45,901 3,462 0.02% 0.01% 449 +13,471 41.54% Q4 2025 Jan 12, 2026
AE Wealth Management LLC History Added to 45,828 3,457 0.02% 0.02% 450 +7,618 19.94% Q4 2025 Jan 26, 2026
Leo Wealth, LLC History Added to 45,762 3,452 0.25% 0.39% 451 +5,323 13.16% Q4 2025 Jan 21, 2026
WEDBUSH SECURITIES INC History Added to 45,642 3,443 0.1% 0.09% 452 +10,071 28.31% Q4 2025 Feb 12, 2026
Wealthspire Retirement, LLC History Added to 45,083 3,401 0.21% 0.2% 453 +2,605 6.13% Q4 2025 Feb 18, 2026
Friday Financial History Added to 44,846 3,383 1.19% 0.84% 454 +17,669 65.01% Q4 2025 Jan 09, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 44,586 3,363 0.18% 0.26% 455 +3,500 8.52% Q4 2025 Feb 09, 2026
Old Peak Finance LLC History New 44,538 3,359 2.07% 456 +44,538 New Q4 2025 Feb 10, 2026
CWM, LLC History Added to 44,318 3,343 0.01% 0.01% 457 +6,796 18.11% Q4 2025 Jan 26, 2026
Cypress Point Wealth Management, LLC History Added to 44,299 3,341 0.73% 0.65% 458 +455 1.04% Q4 2025 Feb 02, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 44,278 3,340 0.22% 0.22% 459 -372 -0.83% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 44,180 3,332 0.02% 0.03% 460 -27,813 -38.63% Q4 2025 Feb 11, 2026
Westside Investment Management, Inc. History Added to 44,126 3,328 0.53% 0.51% 461 +915 2.12% Q4 2025 Jan 23, 2026
BCS Wealth Management History Added to 43,874 3,309 0.33% 0.36% 462 +21,921 99.85% Q4 2025 Jan 26, 2026
BEACON ADVISORS HOLDINGS, LLC History New 43,711 3,297 1.74% 463 +43,711 New Q4 2025 Feb 27, 2026
WADDELL & ASSOCIATES, LLC History Reduced 43,666 3,294 0.22% 0.28% 464 -1,341 -2.98% Q4 2025 Feb 11, 2026
FRANKLIN RESOURCES INC History Added to 43,574 3,287 0.0% 0.0% 465 +26,110 149.51% Q4 2025 Feb 11, 2026
LYNCH & ASSOCIATES/IN History Added to 43,149 3,255 0.62% 0.6% 466 +621 1.46% Q4 2025 Jan 07, 2026
OneAscent Financial Services LLC History Reduced 43,140 3,254 0.3% 1.85% 467 -162,280 -79.0% Q4 2025 Feb 11, 2026
Value Investment Professionals, LLC History New 43,041 3,247 3.4% 468 +43,041 New Q4 2025 Feb 11, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 42,717 3,222 0.06% 0.06% 469 +4,246 11.04% Q4 2025 Feb 12, 2026
Alhambra Investment Management LLC History Added to 42,656 3,217 1.5% 1.46% 470 +922 2.21% Q4 2025 Jan 15, 2026
Accredited Investors Inc. History Reduced 42,468 3,203 0.17% 0.18% 471 -1,140 -2.61% Q4 2025 Feb 05, 2026
Gold Investment Management Ltd. History Added to 42,330 3,193 1.02% 1.03% 472 +464 1.11% Q4 2025 Jan 28, 2026
Carroll Advisory Group, LLC History New 42,206 3,184 1.38% 473 +42,206 New Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Reduced 40,187 3,160 0.1% 0.11% 474 -1,747 -4.17% Q4 2025 Jan 23, 2026
PENNEY FINANCIAL, LLC History Added to 41,273 3,113 1.2% 1.24% 475 +3,624 9.63% Q4 2025 Jan 21, 2026
Essex Financial Services, Inc. History Added to 41,206 3,108 0.18% 0.17% 476 +2,530 6.54% Q4 2025 Feb 10, 2026
Bricktown Capital, LLC History No change 41,175 3,106 0.52% 0.5% 477 0 0.0% Q4 2025 Jan 15, 2026
Centric Wealth Management History Added to 38,731 3,102 0.66% 0.17% 478 +28,569 281.14% Q4 2025 Feb 04, 2026
New Republic Capital, LLC History Added to 41,116 3,101 0.83% 0.74% 479 +8,191 24.88% Q4 2025 Feb 10, 2026
Everhart Financial Group, Inc. History Added to 41,048 3,096 0.29% 0.3% 480 +69 0.17% Q4 2025 Jan 07, 2026
RETIREMENT GUYS FORMULA LLC History Reduced 40,847 3,081 1.4% 1.09% 481 -1,439 -3.4% Q4 2025 Jan 23, 2026
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies History New 40,798 3,077 2.89% 482 +40,798 New Q4 2025 Feb 02, 2026
Canvas Wealth Advisors, LLC History Added to 40,387 3,046 0.52% 0.52% 484 +2,139 5.59% Q4 2025 Jan 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 40,389 3,046 0.19% 0.19% 483 +112 0.28% Q4 2025 Jan 23, 2026
RBF Capital, LLC History No change 40,000 3,017 0.13% 0.13% 485 0 0.0% Q4 2025 Feb 17, 2026
FIDUCIENT ADVISORS LLC History Reduced 39,825 3,004 0.37% 2.75% 486 -280,077 -87.55% Q4 2025 Feb 10, 2026
M Holdings Securities, Inc. History New 39,729 2,997 0.21% 487 +39,729 New Q4 2025 Feb 11, 2026
O'Brien Wealth Partners LLC History No change 39,603 2,987 0.39% 0.39% 488 0 0.0% Q4 2025 Jan 22, 2026
Fort Henry Capital, LLC History Added to 39,574 2,985 1.83% 1.74% 489 +2,215 5.93% Q4 2025 Jan 23, 2026
Sicart Associates LLC History No change 39,326 2,966 0.79% 0.78% 490 0 0.0% Q4 2025 Jan 14, 2026
Aberdeen Wealth Management LLC History Added to 39,140 2,952 1.37% 1.77% 491 +791 2.06% Q4 2025 Feb 12, 2026
Kastel Capital Advisors, LLC History New 39,010 2,942 1.81% 492 +39,010 New Q4 2025 Feb 18, 2026
Belpointe Asset Management LLC History Added to 38,968 2,939 0.11% 0.1% 493 +3,627 10.26% Q4 2025 Jan 27, 2026
Wellspring Financial Advisors, LLC History No change 2,933,385 2,933 0.23% 0.27% 494 0 0.0% Q4 2025 Feb 11, 2026
United Community Bank History Added to 38,876 2,932 1.11% 0.66% 495 +9,668 33.1% Q4 2025 Jan 30, 2026
J.W. COLE ADVISORS, INC. History Reduced 45,945 2,931 0.07% 0.1% 496 -25,280 -35.49% Q4 2025 Feb 11, 2026
Financial Planning Hawaii, Inc. History New 38,832 2,929 1.69% 497 +38,832 New Q4 2025 Jan 15, 2026
Continuum Advisory, LLC History Reduced 38,676 2,917 0.29% 0.3% 498 -9 -0.02% Q4 2025 Feb 11, 2026
Curi Capital, LLC History Added to 38,604 2,912 0.05% 0.05% 499 +4,118 11.94% Q4 2025 Feb 17, 2026
Comprehensive Financial Management LLC History No change 38,568 2,909 0.09% 0.08% 500 0 0.0% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 38,422 2,899 0.0% 0.04% 501 -356,304 -90.27% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Reduced 37,481 2,899 0.06% 0.07% 502 -281 -0.74% Q4 2025 Jan 08, 2026
Woodside Wealth Management LLC History Added to 38,410 2,897 2.16% 2.14% 504 +1,468 3.97% Q4 2025 Jan 30, 2026
Glassman Wealth Services History Added to 38,413 2,897 0.39% 0.39% 503 +779 2.07% Q4 2025 Jan 28, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Added to 38,244 2,885 0.24% 0.23% 505 +1,587 4.33% Q4 2025 Feb 03, 2026
Frank, Rimerman Advisors LLC History No change 38,234 2,884 0.18% 0.18% 506 0 0.0% Q4 2025 Jan 15, 2026
Pacific Park Financial, Inc. History New 37,880 2,857 1.78% 507 +37,880 New Q4 2025 Jan 30, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 37,325 2,815 0.6% 0.49% 508 -2,595 -6.5% Q4 2025 Feb 17, 2026
Passumpsic Savings Bank History New 37,233 2,808 1.54% 509 +37,233 New Q4 2025 Feb 05, 2026
Clayton Partners LLC History Reduced 37,199 2,806 2.03% 2.1% 510 -419 -1.11% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Added to 37,092 2,798 0.16% 0.15% 511 +3,012 8.84% Q4 2025 Feb 04, 2026
Brookwood Investment Group LLC History Reduced 36,924 2,785 0.33% 0.35% 512 -176 -0.47% Q4 2025 Jan 22, 2026
Gibraltar Capital Management, Inc. History No change 36,069 2,721 0.46% 0.48% 513 0 0.0% Q4 2025 Feb 02, 2026
Sigma Planning Corp History Added to 35,914 2,709 0.07% 0.06% 514 +5,098 16.54% Q4 2025 Jan 30, 2026
CERTIOR FINANCIAL GROUP, LLC History Reduced 35,761 2,697 1.82% 2.67% 515 -18,903 -34.58% Q4 2025 Feb 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 32,763 2,691 0.78% 0.54% 516 +11,333 52.88% Q4 2025 Feb 10, 2026
Davidson Kahn Capital Management, LLC History Added to 35,399 2,670 1.39% 0.86% 517 +14,515 69.5% Q4 2025 Jan 28, 2026
COMMERCE BANK History Added to 35,195 2,655 0.01% 0.01% 518 +200 0.57% Q4 2025 Feb 13, 2026
Columbia Asset Management History Added to 34,694 2,617 0.47% 0.46% 519 +932 2.76% Q4 2025 Jan 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 34,627 2,612 0.05% 0.07% 520 -11,097 -24.27% Q4 2025 Feb 06, 2026
Reality Financial Planning Services, LLC History New 34,590 2,609 2.5% 521 +34,590 New Q4 2025 Feb 12, 2026
Confluence Wealth Services, Inc. History Added to 34,212 2,580 0.11% 0.12% 522 +446 1.32% Q4 2025 Jan 28, 2026
Truepoint, Inc. History No change 34,144 2,575 0.06% 0.06% 523 0 0.0% Q4 2025 Feb 11, 2026
Kathmere Capital Management, LLC History Added to 34,085 2,571 0.17% 0.17% 524 +2,382 7.51% Q4 2025 Jan 13, 2026
NBC SECURITIES, INC. History Added to 33,989 2,564 0.19% 0.17% 525 +3,945 13.13% Q4 2025 Jan 29, 2026
PRINCIPAL SECURITIES, INC. History Added to 33,833 2,552 0.04% 0.03% 526 +7,037 26.26% Q4 2025 Feb 12, 2026
RFG Advisory, LLC History Added to 33,502 2,527 0.05% 0.05% 527 +1,588 4.98% Q4 2025 Feb 03, 2026
Graney & King, LLC History Added to 33,318 2,513 1.47% 1.64% 528 +1,153 3.58% Q4 2025 Feb 13, 2026
Brady Martz Wealth Solutions, LLC History Reduced 33,214 2,505 0.44% 0.46% 529 -932 -2.73% Q4 2025 Jan 15, 2026
OmniStar Financial Group, Inc. History Added to 33,180 2,503 1.47% 1.39% 530 +1,860 5.94% Q4 2025 Feb 17, 2026
Upper Left Wealth Management, LLC History Added to 33,011 2,490 1.52% 1.4% 531 +2,566 8.43% Q4 2025 Jan 22, 2026
Avalon Trust Co History Reduced 33,000 2,489 0.16% 0.2% 532 -8,000 -19.51% Q4 2025 Feb 09, 2026
CULBERTSON A N & CO INC History No change 32,875 2,480 0.34% 0.34% 533 0 0.0% Q4 2025 Jan 21, 2026
Family Investment Center, Inc. History Reduced 32,701 2,466 0.5% 0.52% 534 -1,391 -4.08% Q4 2025 Jan 23, 2026
Olde Wealth Management, LLC History Reduced 32,643 2,462 0.76% 0.76% 535 -117 -0.36% Q4 2025 Feb 12, 2026
Summit Trail Advisors, LLC History Added to 32,612 2,460 0.04% 0.01% 536 +23,050 241.06% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 32,532 2,457 0.0% 0.0% 537 +24,591 309.67% Q4 2025 Feb 05, 2026
OFC FINANCIAL PLANNING, LLC History Reduced 32,568 2,456 2.33% 2.45% 538 -1,126 -3.34% Q4 2025 Feb 04, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 32,180 2,427 0.55% 0.62% 539 -2,415 -6.98% Q4 2025 Jan 26, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 32,171 2,426 0.56% 0.56% 540 +234 0.73% Q4 2025 Jan 06, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Reduced 32,074 2,419 0.93% 0.97% 541 -1,841 -5.43% Q4 2025 Jan 21, 2026
NVWM, LLC History Added to 32,030 2,416 0.53% 0.52% 542 +309 0.97% Q4 2025 Jan 20, 2026
BOSTON FAMILY OFFICE LLC History Added to 32,003 2,414 0.15% 0.15% 543 +288 0.91% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Reduced 30,246 2,405 0.06% 0.06% 544 -1,506 -4.74% Q4 2025 Jan 28, 2026
CULLEN/FROST BANKERS, INC. History Added to 31,829 2,401 0.03% 0.02% 545 +3,817 13.63% Q4 2025 Feb 06, 2026
Financial Engines Advisors L.L.C. History Reduced 31,787 2,398 0.0% 0.01% 546 -9,965 -23.87% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Reduced 31,742 2,394 0.08% 0.08% 547 -1,015 -3.1% Q4 2025 Feb 03, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 31,703 2,391 0.39% 0.29% 548 +8,930 39.21% Q4 2025 Feb 11, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 31,624 2,385 1.04% 1.03% 549 +1,023 3.34% Q4 2025 Jan 29, 2026
S&T BANK/PA History No change 31,517 2,377 0.75% 0.65% 550 0 0.0% Q4 2025 Feb 13, 2026
Fortis Capital Advisors, LLC History Reduced 31,238 2,356 0.35% 0.36% 551 -116 -0.37% Q4 2025 Jan 27, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History Added to 31,204 2,354 6.61% 6.34% 552 +410 1.33% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 31,180 2,352 0.03% 0.0% 553 +29,140 1428.43% Q4 2025 Feb 13, 2026
NICOLET BANKSHARES INC History Added to 31,064 2,343 0.38% 0.31% 554 +4,376 16.4% Q4 2025 Feb 09, 2026
Human Investing LLC History Added to 31,041 2,341 0.33% 0.33% 555 +426 1.39% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 30,963 2,336 0.01% 0.01% 556 +3,124 11.22% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Added to 30,903 2,331 0.28% 0.27% 557 +1,100 3.69% Q4 2025 Jan 13, 2026
Serenus Wealth Advisors, LLC History Reduced 30,873 2,329 0.45% 0.39% 558 -158 -0.51% Q4 2025 Jan 28, 2026
Hills Bank & Trust Co History Added to 30,526 2,302 0.13% 0.13% 559 +473 1.57% Q4 2025 Feb 05, 2026
Arete Wealth Advisors, LLC History Reduced 30,506 2,301 0.14% 0.14% 560 -562 -1.81% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 30,235 2,280 0.02% 0.02% 561 -1,704 -5.34% Q4 2025 Feb 13, 2026
Avalon Advisory Group History Reduced 30,200 2,278 0.93% 1.02% 562 -4,040 -11.8% Q4 2025 Jan 29, 2026
FLAGSTAR ADVISORS INC History Reduced 30,109 2,271 0.76% 0.69% 563 -470 -1.54% Q4 2025 Jan 13, 2026
SilverOak Wealth Management LLC History Added to 30,065 2,268 0.36% 0.35% 564 +1,697 5.98% Q4 2025 Jan 28, 2026
Raab & Moskowitz Asset Management LLC History Added to 30,029 2,265 0.5% 0.48% 565 +898 3.08% Q4 2025 Jan 20, 2026
Traynor Capital Management, Inc. History Reduced 29,946 2,259 0.12% 0.14% 566 -4,052 -11.92% Q4 2025 Jan 12, 2026
Rockbridge Investment Management, LCC History Reduced 29,863 2,252 0.21% 0.26% 567 -5,601 -15.79% Q4 2025 Feb 04, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 29,764 2,245 0.0% 0.0% 568 +25,703 632.92% Q4 2025 Feb 17, 2026
Capital Investment Advisory Services, LLC History Reduced 29,707 2,241 0.16% 0.17% 569 -68 -0.23% Q4 2025 Jan 21, 2026
FIRST MANHATTAN CO. LLC. History Reduced 29,663 2,237 0.01% 0.01% 570 -16 -0.05% Q4 2025 Feb 17, 2026
Ares Financial Consulting, LLC History New 29,613 2,233 2.13% 571 +29,613 New Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Added to 29,578 2,231 0.02% 0.01% 572 +7,818 35.93% Q4 2025 Feb 12, 2026
INKWELL CAPITAL LLC History Reduced 29,370 2,215 2.25% 2.21% 573 -155 -0.52% Q4 2025 Feb 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 29,287 2,209 0.03% 0.03% 574 +3,703 14.47% Q4 2025 Feb 09, 2026
West Financial Advisors, LLC History Added to 29,284 2,209 0.37% 0.35% 575 +183 0.63% Q4 2025 Jan 13, 2026
Everstar Asset Management, LLC History Reduced 29,261 2,208 1.18% 1.24% 576 -424 -1.43% Q4 2025 Feb 05, 2026
SIMON QUICK ADVISORS, LLC History Reduced 29,217 2,204 0.1% 0.1% 577 -91 -0.31% Q4 2025 Jan 29, 2026
REGIONS FINANCIAL CORP History Reduced 29,020 2,189 0.01% 0.02% 578 -3,507 -10.78% Q4 2025 Jan 27, 2026
Hilltop Holdings Inc. History Reduced 28,985 2,186 0.13% 0.12% 579 -831 -2.79% Q4 2025 Feb 17, 2026
Alta Wealth Advisors LLC History No change 28,986 2,186 0.73% 0.76% 580 0 0.0% Q4 2025 Feb 03, 2026
CRA Financial Services, LLC History Added to 28,694 2,164 0.28% 0.21% 581 +7,298 34.11% Q4 2025 Jan 16, 2026
Nikulski Financial, Inc. History Reduced 28,685 2,163 0.52% 0.9% 582 -20,082 -41.18% Q4 2025 Jan 15, 2026
Moors & Cabot, Inc. History Added to 28,658 2,161 0.09% 0.05% 583 +12,612 78.6% Q4 2025 Feb 10, 2026
Asset Advisory Group, Inc. History New 28,625 2,159 1.08% 585 +28,625 New Q4 2025 Feb 12, 2026
Savvy Advisors, Inc. History Added to 28,629 2,159 0.07% 0.07% 584 +6,514 29.46% Q4 2025 Jan 20, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 28,318 2,136 0.01% 0.0% 586 +22,363 375.53% Q4 2025 Feb 12, 2026
Sendero Wealth Management, LLC History Added to 28,071 2,117 0.23% 0.09% 587 +18,158 183.17% Q4 2025 Jan 13, 2026
Hyposwiss Advisors SA History New 27,936 2,107 2.07% 588 +27,936 New Q4 2025 Feb 17, 2026
Clark Asset Management, LLC History Added to 27,646 2,085 0.22% 0.17% 590 +7,373 36.37% Q4 2025 Jan 27, 2026
Strategic Financial Services, Inc. History Reduced 25,725 2,085 0.1% 0.1% 589 -275 -1.06% Q4 2025 Feb 09, 2026
KFA Private Wealth Group, LLC History Added to 27,600 2,082 0.51% 0.57% 591 +467 1.72% Q4 2025 Jan 07, 2026
SwitchPoint Financial Planning, LLC History No change 27,588 2,081 1.46% 1.47% 592 0 0.0% Q4 2025 Feb 17, 2026
Waldron Private Wealth LLC History Added to 27,520 2,076 0.08% 0.08% 593 +29 0.11% Q4 2025 Jan 14, 2026
NorthRock Partners, LLC History Added to 27,442 2,070 0.03% 0.03% 594 +1,566 6.05% Q4 2025 Feb 17, 2026
Successful Portfolios LLC History Added to 26,448 2,058 1.05% 1.12% 595 +238 0.91% Q4 2025 Jan 23, 2026
United Financial Planning Group LLC History Added to 27,116 2,045 1.24% 1.25% 596 +136 0.5% Q4 2025 Feb 11, 2026
Troutman Wealth Management, LLC History New 27,082 2,043 1.69% 597 +27,082 New Q4 2025 Feb 18, 2026
DSG Capital Advisors, LLC History New 25,725 2,022 0.31% 598 +25,725 New Q4 2025 Jan 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 26,680 2,012 0.03% 599 +26,680 New Q4 2025 Feb 09, 2026
Plancorp, LLC History Added to 26,484 1,997 0.06% 0.06% 600 +290 1.11% Q4 2025 Feb 05, 2026
Coordinated Financial Services, Inc. History Reduced 26,425 1,993 1.15% 1.33% 601 -1,794 -6.36% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Reduced 26,364 1,988 0.17% 0.17% 602 -39 -0.15% Q4 2025 Jan 26, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 26,298 1,983 0.71% 0.73% 603 -189 -0.71% Q4 2025 Jan 14, 2026
CHOREO, LLC History Reduced 26,153 1,981 0.03% 0.03% 604 -881 -3.26% Q4 2025 Jan 23, 2026
Retirement Investment Advisors, Inc. History Reduced 26,193 1,976 0.16% 0.17% 605 -1,003 -3.69% Q4 2025 Jan 21, 2026
Essex LLC History Reduced 26,154 1,973 0.35% 0.35% 606 -8 -0.03% Q4 2025 Jan 20, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 26,153 1,972 0.04% 0.03% 607 +4,425 20.37% Q4 2025 Jan 23, 2026
Wingate Wealth Advisors, Inc. History Reduced 26,106 1,969 1.1% 1.38% 608 -1,028 -3.79% Q4 2025 Jan 28, 2026
Hardin Capital Partners, LLC History Added to 26,099 1,968 0.93% 0.97% 609 +1,442 5.85% Q4 2025 Jan 09, 2026
Affiance Financial, LLC History Added to 26,086 1,967 0.32% 0.33% 610 +1,300 5.24% Q4 2025 Jan 21, 2026
Baldwin Investment Management, LLC History Added to 25,743 1,942 0.22% 0.21% 611 +479 1.9% Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History Added to 25,734 1,941 0.79% 0.84% 612 +459 1.82% Q4 2025 Jan 21, 2026
Clearstead Trust, LLC History Added to 25,565 1,928 0.3% 0.31% 613 +489 1.95% Q4 2025 Feb 09, 2026
Legacy Bridge, LLC History Added to 25,364 1,913 0.78% 0.77% 614 +5 0.02% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 25,319 1,910 0.07% 0.07% 615 +445 1.79% Q4 2025 Feb 12, 2026
Trinity Wealth Management, LLC History Added to 25,160 1,898 0.7% 0.67% 616 +777 3.19% Q4 2025 Jan 15, 2026
Lynch Asset Management, Inc. History No change 25,150 1,897 0.6% 0.59% 617 0 0.0% Q4 2025 Jan 23, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 23,755 1,892 2.44% 3.04% 618 -3,856 -13.97% Q4 2025 Feb 23, 2026
Mosaic Advisors LLC History No change 24,856 1,875 3.59% 4.42% 619 0 0.0% Q4 2025 Feb 18, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 24,777 1,869 0.0% 620 +24,777 New Q4 2025 Feb 13, 2026
COGENT STRATEGIC WEALTH LLC History New 23,469 1,866 2.03% 621 +23,469 New Q4 2025 Mar 02, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 24,232 1,828 0.44% 0.36% 622 +4,552 23.13% Q4 2025 Jan 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 24,148 1,821 0.06% 0.04% 623 +9,797 68.27% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 24,005 1,810 0.0% 0.0% 624 -25,276 -51.29% Q4 2025 Feb 09, 2026
Chicago Capital, LLC History Added to 23,916 1,804 0.04% 0.03% 625 +7,685 47.35% Q4 2025 Jan 26, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 23,761 1,792 0.62% 0.11% 626 +19,805 500.63% Q4 2025 Jan 27, 2026
GWN SECURITIES INC. History Added to 23,750 1,791 0.36% 0.39% 627 +925 4.05% Q4 2025 Feb 11, 2026
TABR Capital Management, LLC History Reduced 23,697 1,787 1.19% 14.0% 628 -255,566 -91.51% Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Reduced 23,618 1,781 0.06% 0.06% 629 -6,436 -21.41% Q4 2025 Jan 09, 2026
Empower Advisory Group, LLC History Added to 23,238 1,753 0.0% 0.0% 630 +4,898 26.71% Q4 2025 Feb 12, 2026
Investment Advisory Group, LLC History Added to 23,164 1,747 0.45% 0.45% 631 +609 2.7% Q4 2025 Jan 23, 2026
Apollon Financial, LLC History Added to 23,011 1,735 0.25% 0.28% 632 +243 1.07% Q4 2025 Jan 22, 2026
Strathmore Capital Advisors, Inc. History New 22,977 1,733 0.57% 634 +22,977 New Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Added to 22,972 1,733 0.0% 0.0% 633 +3,902 20.46% Q4 2025 Feb 13, 2026
OLIO Financial Planning History Reduced 22,843 1,723 0.48% 0.5% 635 -152 -0.66% Q4 2025 Jan 21, 2026
Capital World Investors History New 22,663 1,716 0.0% 636 +22,663 New Q4 2025 Feb 11, 2026
ATLAS CAPITAL ADVISORS INC. History New 22,528 1,699 0.19% 638 +22,528 New Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Reduced 22,529 1,699 0.02% 0.02% 637 -2,191 -8.86% Q4 2025 Feb 10, 2026
FSA Investment Group, LLC History Added to 22,353 1,686 1.03% 0.91% 639 +2,635 13.36% Q4 2025 Jan 13, 2026
WESBANCO BANK INC History Added to 22,228 1,676 0.05% 0.04% 640 +626 2.9% Q4 2025 Feb 03, 2026
Wealthcare Advisory Partners LLC History Reduced 22,191 1,674 0.03% 0.04% 641 -6,602 -22.93% Q4 2025 Jan 14, 2026
Calder Financial LLC History New 22,158 1,671 1.64% 642 +22,158 New Q4 2025 Jan 23, 2026
D.B. Root & Company, LLC History Added to 22,096 1,666 0.41% 0.41% 643 +209 0.95% Q4 2025 Feb 03, 2026
Cannon Financial Strategists, Inc. History Added to 22,028 1,661 0.23% 0.23% 644 +392 1.81% Q4 2025 Feb 04, 2026
Arlington Trust Co LLC History Reduced 21,998 1,659 0.17% 0.3% 645 -800 -3.51% Q4 2025 Jan 30, 2026
Meridian Wealth Management, LLC History Added to 21,861 1,649 0.06% 0.06% 646 +498 2.33% Q4 2025 Feb 04, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 21,764 1,641 0.6% 0.63% 647 +1,615 8.02% Q4 2025 Feb 12, 2026
Creekside Partners History Reduced 21,703 1,637 0.69% 0.84% 648 -4,281 -16.48% Q4 2025 Feb 13, 2026
CACTI ASSET MANAGEMENT LLC History New 21,605 1,633 0.1% 649 +21,605 New Q4 2025 Jan 02, 2026
Lionsbridge Wealth Management LLC History Added to 21,553 1,625 1.64% 1.49% 650 +940 4.56% Q4 2025 Jan 26, 2026
Almanack Investment Partners, LLC. History Reduced 21,504 1,622 0.28% 0.25% 651 -554 -2.51% Q4 2025 Jan 29, 2026
Forum Financial Management, LP History Added to 21,493 1,621 0.02% 0.02% 652 +6,129 39.89% Q4 2025 Jan 27, 2026
North Capital, Inc. History Added to 21,487 1,620 1.4% 1.2% 653 +326 1.54% Q4 2025 Feb 18, 2026
IHT Wealth Management, LLC History Added to 21,422 1,616 0.04% 0.04% 654 +1,245 6.17% Q4 2025 Feb 17, 2026
IRON Financial LLC History Added to 21,284 1,605 0.74% 0.74% 655 +234 1.11% Q4 2025 Jan 22, 2026
Cambridge Advisors Inc. History Added to 21,262 1,604 0.31% 0.29% 656 +1,395 7.02% Q4 2025 Jan 21, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 21,245 1,602 0.85% 0.75% 657 +2,680 14.44% Q4 2025 Feb 11, 2026
Seed Wealth Management, Inc. History No change 21,244 1,602 1.1% 1.08% 658 0 0.0% Q4 2025 Jan 21, 2026
DAVIS R M INC History No change 21,222 1,600 0.03% 0.03% 659 0 0.0% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 21,116 1,592 0.04% 0.02% 660 +8,011 61.13% Q4 2025 Jan 29, 2026
FIRST CITIZENS BANK & TRUST CO History New 20,950 1,580 0.03% 661 +20,950 New Q4 2025 Feb 18, 2026
TWO SIGMA SECURITIES, LLC History Added to 20,890 1,575 0.22% 0.1% 662 +11,666 126.47% Q4 2025 Feb 17, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 20,867 1,574 0.11% 0.09% 664 +3,224 18.27% Q4 2025 Jan 08, 2026
Prospera Financial Services Inc History Added to 20,861 1,574 0.03% 0.02% 663 +1,246 6.35% Q4 2025 Feb 09, 2026
LRI Investments, LLC History No change 20,843 1,572 0.13% 0.13% 665 0 0.0% Q4 2025 Feb 04, 2026
Duncan Williams Asset Management, LLC History Added to 19,559 1,569 0.39% 0.3% 666 +5,048 34.79% Q4 2025 Feb 05, 2026
Badgley Phelps Wealth Managers, LLC History Added to 20,473 1,544 0.03% 0.03% 667 +1,620 8.59% Q4 2025 Jan 28, 2026
ATLas Financial Planning LLC History New 20,414 1,540 1.51% 668 +20,414 New Q4 2025 Feb 17, 2026
Pacific Center for Financial Services History No change 20,940 1,538 0.39% 0.39% 669 0 0.0% Q4 2025 Feb 17, 2026
Edge Financial Advisors LLC History Reduced 20,299 1,531 0.64% 0.71% 670 -1,200 -5.58% Q4 2025 Jan 28, 2026
Fonville Wealth Management LLC History Reduced 20,284 1,530 0.31% 0.34% 671 -152 -0.74% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History Added to 20,227 1,525 0.05% 0.04% 672 +2,991 17.35% Q4 2025 Feb 11, 2026
FLYWHEEL PRIVATE WEALTH LLC History Added to 20,159 1,520 0.95% 0.88% 673 +4,866 31.82% Q4 2025 Jan 14, 2026
Pitti Group Wealth Management, LLC History Reduced 20,083 1,515 1.25% 1.29% 674 -598 -2.89% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 20,046 1,512 0.0% 675 +20,046 New Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 20,034 1,511 0.07% 0.08% 676 -2,147 -9.68% Q4 2025 Feb 11, 2026
UNITED BANK History No change 20,000 1,508 0.2% 0.18% 677 0 0.0% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 19,857 1,504 0.02% 0.02% 678 +786 4.12% Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History Added to 19,932 1,503 0.03% 0.02% 680 +5,704 40.09% Q4 2025 Feb 09, 2026
DeDora Capital, Inc. History Added to 19,930 1,503 0.36% 0.33% 679 +1,248 6.68% Q4 2025 Jan 22, 2026
Meridian Wealth Partners, LLC History Added to 19,806 1,494 0.21% 0.2% 681 +44 0.22% Q4 2025 Feb 13, 2026
Wiser Wealth Management, Inc History Reduced 19,770 1,491 0.33% 0.36% 682 -1,846 -8.54% Q4 2025 Jan 12, 2026
M3 Advisory Group, LLC History Added to 19,713 1,487 0.91% 0.85% 683 +1,095 5.88% Q4 2025 Jan 16, 2026
Smithfield Trust Co History Reduced 19,666 1,483 0.07% 0.08% 684 -3,457 -14.95% Q4 2025 Feb 09, 2026
NIXON PEABODY TRUST CO History Added to 19,646 1,482 0.11% 0.1% 685 +965 5.17% Q4 2025 Feb 06, 2026
Safe Harbor Fiduciary, LLC History New 19,585 1,477 1.31% 687 +19,585 New Q4 2025 Feb 17, 2026
NOVEM GROUP History Reduced 19,584 1,477 0.17% 0.17% 686 -2 -0.01% Q4 2025 Jan 27, 2026
Concurrent Investment Advisors, LLC History Added to 19,485 1,469 0.02% 0.01% 688 +9,740 99.95% Q4 2025 Jan 29, 2026
Gridiron Partners, LLC History Reduced 19,427 1,465 0.83% 0.81% 689 -1,667,863 -98.85% Q4 2025 Jan 08, 2026
True Wealth Design, LLC History Added to 19,356 1,460 0.43% 0.02% 690 +18,602 2467.11% Q4 2025 Jan 08, 2026
Geneos Wealth Management Inc. History Added to 19,267 1,453 0.04% 0.03% 691 +5,210 37.06% Q4 2025 Jan 28, 2026
DecisionPoint Financial, LLC History Added to 19,065 1,438 0.32% 0.29% 692 +2,143 12.66% Q4 2025 Jan 29, 2026
Calamos Wealth Management LLC History No change 19,040 1,436 0.05% 0.05% 693 0 0.0% Q4 2025 Jan 29, 2026
Blue Trust, Inc. History Reduced 19,023 1,435 0.02% 0.02% 695 -2,473 -11.5% Q4 2025 Jan 16, 2026
Bridgewater Advisors Inc. History Reduced 18,262 1,435 0.09% 0.09% 694 -232 -1.25% Q4 2025 Jan 23, 2026
Financial Connections Group, Inc. History Added to 18,970 1,431 0.49% 0.54% 696 +10 0.05% Q4 2025 Jan 23, 2026
FIRST COMMUNITY TRUST NA History Added to 18,831 1,420 1.06% 0.5% 697 +9,982 112.8% Q4 2025 Jan 16, 2026
True Vision MN LLC History Reduced 18,797 1,418 0.72% 0.73% 698 -315 -1.65% Q4 2025 Jan 14, 2026
NorthLanding Financial Partners, LLC History Reduced 18,778 1,416 1.14% 1.18% 699 -400 -2.09% Q4 2025 Jan 26, 2026
Strategies Wealth Advisors, LLC History Reduced 18,782 1,416 0.14% 0.14% 700 -23 -0.12% Q4 2025 Feb 13, 2026
WMG Financial Advisors, LLC History Reduced 18,610 1,403 0.58% 0.49% 702 -1,238 -6.24% Q4 2025 Jan 28, 2026
FIDUCIARY TRUST CO History No change 18,599 1,403 0.02% 0.02% 701 0 0.0% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Added to 18,511 1,396 0.14% 0.08% 703 +7,298 65.09% Q4 2025 Jan 13, 2026
Partners in Financial Planning History Reduced 18,517 1,396 0.24% 0.24% 704 -19 -0.1% Q4 2025 Feb 02, 2026
Cyndeo Wealth Partners, LLC History No change 18,399 1,388 0.07% 0.08% 705 0 0.0% Q4 2025 Jan 07, 2026
Elm Partners Management LLC History Added to 18,391 1,387 0.06% 0.07% 706 +43 0.23% Q4 2025 Feb 10, 2026
Clarius Group, LLC History Reduced 18,015 1,359 0.08% 0.09% 707 -1,663 -8.45% Q4 2025 Jan 14, 2026
Blankinship & Foster, LLC History Reduced 18,009 1,358 0.29% 0.29% 708 -20 -0.11% Q4 2025 Jan 23, 2026
BLB&B Advisors, LLC History Reduced 17,990 1,357 0.06% 0.06% 709 -333 -1.82% Q4 2025 Jan 26, 2026
DT Investment Partners, LLC History Reduced 17,948 1,353 0.11% 0.11% 710 -436 -2.37% Q4 2025 Feb 10, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 17,835 1,345 0.19% 0.15% 712 +5,134 40.42% Q4 2025 Jan 12, 2026
Tortoise Investment Management, LLC History Reduced 17,831 1,345 0.12% 0.12% 711 -226 -1.25% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 17,816 1,344 0.01% 0.0% 713 +10,081 130.33% Q4 2025 Feb 17, 2026
CORA CAPITAL ADVISORS LLC History Added to 17,731 1,337 0.52% 0.54% 714 +312 1.79% Q4 2025 Jan 28, 2026
Donalies Financial Planning, LLC History New 17,682 1,333 1.14% 715 +17,682 New Q4 2025 Feb 17, 2026
CAPITAL CITY TRUST CO/FL History Added to 17,643 1,330 0.3% 0.29% 716 +1,256 7.66% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO History Added to 17,143 1,330 0.01% 0.01% 717 +126 0.74% Q4 2025 Jan 26, 2026
First Command Advisory Services, Inc. History Reduced 17,526 1,322 0.01% 0.01% 718 -1,313 -6.97% Q4 2025 Feb 11, 2026
CoreCap Advisors, LLC History Added to 17,523 1,321 0.05% 0.03% 719 +6,078 53.11% Q4 2025 Jan 13, 2026
Hudock, Inc. History Added to 17,415 1,313 0.19% 0.18% 720 +1,164 7.16% Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History Added to 17,407 1,313 0.08% 0.08% 721 +144 0.83% Q4 2025 Jan 29, 2026
Integrated Advisors Network LLC History Added to 17,173 1,295 0.06% 0.05% 722 +269 1.59% Q4 2025 Feb 17, 2026
Milestone Investment Advisors LLC History Added to 17,159 1,294 0.31% 0.29% 723 +1,517 9.7% Q4 2025 Feb 11, 2026
Chevy Chase Trust Holdings, LLC History Added to 17,136 1,292 0.0% 0.0% 724 +1,740 11.3% Q4 2025 Feb 13, 2026
OAK FAMILY ADVISORS, LLC History Added to 17,122 1,291 0.35% 0.09% 725 +12,297 254.86% Q4 2025 Feb 03, 2026
ENTRUST FINANCIAL LLC History New 17,087 1,289 0.96% 727 +17,087 New Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 17,099 1,289 0.05% 0.05% 726 +3,742 28.02% Q4 2025 Feb 09, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 16,987 1,281 0.37% 0.34% 728 +2,011 13.43% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 16,938 1,279 0.06% 0.05% 729 +993 6.23% Q4 2025 Feb 12, 2026
WEIK CAPITAL MANAGEMENT History Added to 16,800 1,267 0.47% 0.46% 730 +10 0.06% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History Reduced 16,748 1,263 0.0% 0.01% 731 -79,465 -82.59% Q4 2025 Feb 13, 2026
Sound Income Strategies, LLC History Added to 16,050 1,262 0.06% 0.06% 732 +864 5.69% Q4 2025 Jan 21, 2026
HARDING LOEVNER LP History New 16,692 1,259 0.01% 733 +16,692 New Q4 2025 Feb 17, 2026
RIVERBRIDGE PARTNERS LLC History New 16,692 1,259 0.02% 734 +16,692 New Q4 2025 Jan 13, 2026
Trueblood Wealth Management, LLC History Added to 16,673 1,257 0.49% 0.46% 735 +490 3.03% Q4 2025 Jan 21, 2026
HALL LAURIE J TRUSTEE History No change 16,629 1,254 0.42% 0.4% 736 0 0.0% Q4 2025 Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 16,480 1,243 0.02% 0.02% 737 -2,294 -12.22% Q4 2025 Feb 10, 2026
Csenge Advisory Group History Reduced 16,396 1,236 0.06% 0.08% 738 -5,561 -25.33% Q4 2025 Feb 06, 2026
Bedel Financial Consulting, Inc. History Reduced 16,362 1,234 0.13% 0.16% 739 -882 -5.11% Q4 2025 Jan 28, 2026
Pinnacle Financial Group, LLC / IL History No change 16,285 1,228 0.36% 0.36% 740 0 0.0% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Added to 16,244 1,225 0.04% 0.04% 741 +81 0.5% Q4 2025 Jan 20, 2026
SITTNER & NELSON, LLC History Added to 15,107 1,224 0.43% 0.25% 742 +5,565 58.32% Q4 2025 Feb 11, 2026
Aprio Wealth Management, LLC History New 16,221 1,223 0.07% 744 +16,221 New Q4 2025 Jan 29, 2026
HBW ADVISORY SERVICES LLC History Reduced 16,216 1,223 0.13% 0.14% 743 -412 -2.48% Q4 2025 Jan 23, 2026
Werba Rubin Papier Wealth Management History Reduced 16,176 1,220 0.33% 0.19% 745 -30 -0.19% Q4 2025 Jan 27, 2026
Carter Financial, LLC History New 16,169 1,219 1.08% 748 +16,169 New Q4 2025 Mar 17, 2026
Ellis Investment Partners, LLC History Added to 16,170 1,219 0.21% 0.19% 746 +1,848 12.9% Q4 2025 Feb 02, 2026
Red Door Wealth Management, LLC History Added to 16,165 1,219 0.13% 0.13% 747 +78 0.48% Q4 2025 Jan 20, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 16,139 1,217 0.07% 0.07% 749 +427 2.72% Q4 2025 Feb 10, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 16,108 1,215 0.36% 0.36% 750 +287 1.81% Q4 2025 Feb 13, 2026
Capital Wealth Alliance, LLC History Added to 14,767 1,213 0.52% 0.45% 751 +2,416 19.56% Q4 2025 Feb 17, 2026
Wallace Advisory Group, LLC History Reduced 15,985 1,205 1.26% 1.05% 752 -3,016 -15.87% Q4 2025 Jan 23, 2026
Avidian Wealth Enterprises, LLC History Added to 15,922 1,201 0.04% 0.04% 753 +2,884 22.12% Q4 2025 Feb 02, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 14,988 1,196 0.8% 0.74% 754 +731 5.13% Q4 2025 Feb 17, 2026
Cambria Investment Management, L.P. History Reduced 15,846 1,195 0.07% 0.07% 755 -689 -4.17% Q4 2025 Feb 17, 2026
Independent Family Office, LLC History No change 15,774 1,189 0.5% 0.49% 756 0 0.0% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 15,646 1,180 0.02% 0.02% 757 +63 0.4% Q4 2025 Jan 30, 2026
Tilson Financial Group, Inc. History Reduced 15,638 1,179 0.36% 0.38% 758 -46 -0.29% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 15,503 1,174 0.04% 0.06% 761 +2,247 16.95% Q4 2025 Feb 13, 2026
SC&H Financial Advisors, Inc. History Added to 15,565 1,174 0.18% 0.18% 760 +351 2.31% Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History Added to 15,572 1,174 0.06% 0.06% 759 +102 0.66% Q4 2025 Feb 10, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 15,447 1,165 0.63% 0.65% 762 -277 -1.76% Q4 2025 Feb 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 15,276 1,152 0.01% 0.01% 763 0 0.0% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History Added to 15,259 1,151 0.03% 0.05% 764 +3,881 34.11% Q4 2025 Feb 10, 2026
Nabity-Jensen Investment Management Inc History Added to 15,240 1,149 0.78% 0.68% 765 +1,813 13.5% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Added to 15,169 1,144 0.05% 0.05% 766 +941 6.61% Q4 2025 Feb 10, 2026
Lummis Asset Management, LP History Reduced 15,081 1,137 0.7% 0.73% 767 -14 -0.09% Q4 2025 Feb 10, 2026
Kaydan Wealth Management, Inc. History Reduced 15,065 1,136 0.33% 0.33% 768 -571 -3.65% Q4 2025 Jan 12, 2026
ProVise Management Group, LLC History Reduced 14,980 1,130 0.08% 0.08% 769 -402 -2.61% Q4 2025 Jan 29, 2026
Obermeyer Wealth Partners History New 14,929 1,126 0.05% 770 +14,929 New Q4 2025 Jan 29, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 14,930 1,126 0.77% 0.81% 771 +178 1.21% Q4 2025 Feb 05, 2026
VestGen Investment Management History Added to 14,924 1,125 0.62% 0.61% 772 +1,202 8.76% Q4 2025 Feb 18, 2026
Auxano Advisors, LLC History Added to 14,918 1,125 0.22% 0.23% 773 +271 1.85% Q4 2025 Feb 06, 2026
Capital Group Private Client Services, Inc. History Reduced 14,914 1,125 0.02% 0.02% 774 -28 -0.19% Q4 2025 Feb 11, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 14,899 1,123 0.02% 0.02% 775 -1,206 -7.49% Q4 2025 Jan 22, 2026
Investment Research & Advisory Group, Inc. History Added to 14,867 1,121 0.37% 0.36% 776 +578 4.05% Q4 2025 Jan 20, 2026
Bryant Woods Investment Advisors, LLC History No change 14,817 1,117 0.43% 0.43% 777 0 0.0% Q4 2025 Jan 23, 2026
Aufman Associates Inc History Added to 14,665 1,106 0.57% 0.6% 778 +260 1.8% Q4 2025 Feb 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 14,614 1,102 0.06% 0.05% 779 +3,321 29.41% Q4 2025 Jan 26, 2026
Etesian Wealth Advisors, Inc. History Reduced 14,605 1,101 0.35% 0.38% 780 -901 -5.81% Q4 2025 Feb 11, 2026
ROBERTS GLORE & CO INC /IL/ History Added to 14,586 1,100 0.29% 0.29% 781 +135 0.93% Q4 2025 Feb 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 14,550 1,097 0.03% 0.03% 782 -444 -2.96% Q4 2025 Feb 03, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 14,439 1,089 0.52% 0.51% 783 +208 1.46% Q4 2025 Jan 21, 2026
Diversified Portfolios, Inc. History Added to 14,409 1,087 0.09% 0.08% 784 +1,818 14.44% Q4 2025 Feb 09, 2026
Intrinsic Value Partners, LLC History Reduced 14,417 1,087 0.82% 0.89% 785 -500 -3.35% Q4 2025 Jan 21, 2026
Magnolia Private Wealth, LLC History No change 14,317 1,080 0.75% 0.77% 786 0 0.0% Q4 2025 Feb 06, 2026
Berger Financial Group, Inc History Added to 14,261 1,075 0.06% 0.05% 787 +1,829 14.71% Q4 2025 Jan 27, 2026
Old North State Wealth Management, LLC History Added to 14,259 1,075 0.51% 0.45% 788 +1,062 8.05% Q4 2025 Jan 23, 2026
Roehl & Yi Investment Advisors, LLC History New 22,611 1,073 0.43% 789 +22,611 New Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 14,218 1,072 0.04% 0.04% 790 -822 -5.47% Q4 2025 Feb 09, 2026
Hurley Capital, LLC History Reduced 14,200 1,071 0.6% 0.6% 791 -359 -2.47% Q4 2025 Feb 17, 2026
BAYBAN History New 14,181 1,069 0.94% 792 +14,181 New Q4 2025 Mar 05, 2026
Discipline Wealth Solutions, LLC History Added to 14,107 1,064 0.2% 0.09% 793 +9,624 214.68% Q4 2025 Jan 26, 2026
BENJAMIN EDWARDS INC History Added to 14,037 1,059 0.01% 0.01% 794 +757 5.7% Q4 2025 Feb 02, 2026
14B Captial Management LP History New 14,000 1,056 0.85% 796 +14,000 New Q4 2025 Feb 17, 2026
Matrix Trust Co History Reduced 14,000 1,056 0.17% 0.19% 795 -2,179 -13.47% Q4 2025 Jan 13, 2026
O'ROURKE & COMPANY, Inc History Added to 13,941 1,051 0.41% 0.37% 797 +1,776 14.6% Q4 2025 Jan 28, 2026
Lebenthal Global Advisors, LLC History Added to 13,875 1,046 0.16% 0.15% 798 +2,132 18.16% Q4 2025 Jan 28, 2026
Tolleson Wealth Management, Inc. History Reduced 13,831 1,043 0.15% 0.18% 799 -1,743 -11.19% Q4 2025 Feb 17, 2026
Cambridge Financial Group, LLC History Added to 15,112 1,036 0.36% 0.32% 800 +1,603 11.87% Q4 2025 Jan 09, 2026