iSHARES TRUST - ACWI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 Added to 8,437,430 1,193,812 0.07% 0.06% 1 +1,438,226 20.55% Q4 2025 Feb 13, 2026
Mass General Brigham, Inc History New 4,613,955 652,828 80.62% — 2 +4,613,955 New Q4 2025 Jan 27, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,620,110 370,719 0.17% 0.05% 3 +1,911,879 269.95% Q4 2025 Feb 10, 2026
Granger Management LLC History Added to 1,858,121 262,905 69.49% 34.89% 4 +993,300 114.86% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 1,779,085 251,722 0.05% 0.04% 5 +89,940 5.32% Q4 2025 Feb 13, 2026
P/E Global LLC History Reduced 1,765,619 249,817 18.0% 58.64% 6 -355,488 -16.76% Q4 2025 Jan 22, 2026
Sageworth Trust Co History Reduced 1,729,890 244,762 10.48% 11.16% 7 -2,060 -0.12% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Added to 1,668,820 236,121 0.03% 0.01% 8 +909,742 119.85% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Added to 1,492,581 211,185 0.03% 0.0% 9 +1,428,317 2222.58% Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Reduced 1,401,338 198,275 2.15% 5.47% 10 -1,846,637 -56.86% Q4 2025 Feb 05, 2026
BlackRock, Inc. History Reduced 1,395,717 197,479 0.0% 0.01% 11 -1,152,214 -45.22% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,386,990 196,245 0.11% 0.12% 12 +12,647 0.92% Q4 2025 Feb 06, 2026
JPMORGAN CHASE & CO History Added to 1,352,695 191,392 0.01% 0.01% 13 +51,851 3.99% Q4 2025 Feb 11, 2026
ICONIQ Capital, LLC History Reduced 1,315,860 186,181 2.81% 2.32% 14 -36,882 -2.73% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 1,261,735 178,522 0.01% 0.01% 15 +186,099 17.3% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Reduced 1,246,414 176,355 0.98% 1.09% 16 -46,910 -3.63% Q4 2025 Feb 03, 2026
UBS Group AG History Added to 1,216,046 172,058 0.03% 0.02% 17 +432,985 55.29% Q4 2025 Jan 29, 2026
PRUDENTIAL PLC History Reduced 1,100,504 155,710 1.23% 1.16% 18 -42,798 -3.74% Q4 2025 Feb 11, 2026
Allianz Asset Management GmbH History Reduced 1,097,868 155,337 0.16% 0.17% 19 -23,787 -2.12% Q4 2025 Feb 11, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 998,747 141,312 11.48% 5.9% 20 +502,188 101.13% Q4 2025 Feb 17, 2026
Bogart Wealth, LLC History Reduced 910,093 128,769 5.17% 5.15% 21 -8,112 -0.88% Q4 2025 Jan 30, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 852,915 120,679 16.89% 17.18% 22 -11,274 -1.3% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Added to 845,692 119,657 0.04% 0.04% 23 +118,662 16.32% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History Reduced 810,919 114,736 2.14% 2.27% 24 -1,947 -0.24% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Added to 866,166 110,586 0.15% 0.17% 25 +98,593 12.84% Q4 2025 Mar 09, 2026
CAPITAL ADVISORS INC/OK History Reduced 769,701 108,905 1.75% 2.21% 26 -187,827 -19.62% Q4 2025 Jan 15, 2026
Capital International Investors History Added to 762,501 108,587 0.02% 0.0% 27 +570,493 297.12% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Added to 740,472 104,769 0.05% 0.05% 28 +41,046 5.87% Q4 2025 Mar 20, 2026
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York History No change 734,331 103,900 43.03% 43.38% 29 0 0.0% Q4 2025 Feb 05, 2026
BESSEMER GROUP INC History Added to 717,923 101,579 0.16% 0.1% 30 +227,957 46.53% Q4 2025 Feb 05, 2026
BROWN ADVISORY INC History Added to 705,243 99,784 0.14% 0.11% 31 +104,784 17.45% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 689,106 97,501 0.29% 0.26% 32 +74,463 12.11% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 685,620 97,008 0.02% — 33 +685,620 New Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 671,572 95,328 0.66% 0.53% 34 +167,327 33.18% Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 649,002 91,827 4.52% 5.05% 35 -61,693 -8.68% Q4 2025 Feb 11, 2026
Verger Capital Management LLC History Added to 616,043 87,163 25.81% 24.6% 36 +67,738 12.35% Q4 2025 Feb 02, 2026
POLEN CAPITAL MANAGEMENT LLC History Added to 610,133 86,327 0.37% 0.09% 37 +419,684 220.37% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 561,722 79,477 0.04% 0.01% 38 +354,380 170.92% Q4 2025 Feb 13, 2026
HF Capital, LLC History New 529,425 74,908 44.67% — 39 +529,425 New Q4 2025 Feb 17, 2026
ALLIANZ SE History Reduced 519,175 73,458 0.95% 1.54% 40 -6,756 -1.28% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 516,347 73,057 0.02% 0.02% 41 +94,390 22.37% Q4 2025 Feb 17, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 491,054 69,479 1.82% 3.43% 42 -525,500 -51.69% Q4 2025 Jan 28, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 483,180 68,365 0.19% 0.06% 43 +347,070 254.99% Q4 2025 Jan 26, 2026
CANADA LIFE ASSURANCE Co History No change 467,617 66,200 0.12% 0.09% 44 0 0.0% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 432,964 61,260 0.07% 0.07% 45 -30,253 -6.53% Q4 2025 Feb 06, 2026
ASSETMARK, INC History Reduced 432,461 61,188 0.12% 0.23% 46 -355,872 -45.14% Q4 2025 Jan 23, 2026
RAYMOND JAMES FINANCIAL INC History Added to 428,498 60,628 0.02% 0.02% 47 +63,957 17.54% Q4 2025 Feb 18, 2026
Blue Trust, Inc. History Reduced 422,395 59,764 0.68% 0.66% 48 -2,458 -0.58% Q4 2025 Jan 16, 2026
Mill Creek Capital Advisors, LLC History Reduced 417,884 59,126 1.2% 1.24% 49 -18,650 -4.27% Q4 2025 Feb 13, 2026
Three Bridge Wealth Advisors, LLC History Added to 414,254 58,612 15.46% 14.69% 50 +2,071 0.5% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 406,085 57,457 0.01% 0.01% 51 +48,740 13.64% Q4 2025 Feb 10, 2026
LPL Financial LLC History Reduced 364,135 51,521 0.01% 0.02% 52 -66,763 -15.49% Q4 2025 Feb 11, 2026
Lido Advisors, LLC History Reduced 336,645 46,863 0.14% 0.15% 53 -6,985 -2.03% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 326,330 46,172 0.18% 0.11% 54 +117,367 56.17% Q4 2025 Feb 12, 2026
Banco Santander, S.A. History New 321,149 45,439 0.34% — 55 +321,149 New Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 317,409 44,895 0.17% — 56 +317,409 New Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 305,603 44,113 0.06% 0.06% 57 +4,934 1.64% Q4 2025 Jan 08, 2026
Ayalon Insurance Comp Ltd. History Added to 296,297 41,923 10.17% 9.81% 58 +15,726 5.6% Q4 2025 Jan 12, 2026
BRANDYWINE MANAGERS, LLC History No change 293,679 41,552 20.54% 38.94% 59 0 0.0% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 289,345 40,939 0.05% 0.04% 60 +114,189 65.19% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Reduced 288,803 40,862 0.03% 0.03% 61 -20,395 -6.6% Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 288,213 40,779 1.52% 2.23% 62 -117,751 -29.01% Q4 2025 Feb 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 286,778 40,576 0.63% 0.66% 63 +26,301 10.1% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 284,214 40,213 0.05% 0.05% 64 +1,179 0.42% Q4 2025 Jan 30, 2026
Birnam Oak Advisors, LP History No change 276,800 39,164 8.77% 8.79% 65 0 0.0% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 265,663 37,588 0.05% 0.06% 66 -14,288 -5.1% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Added to 262,973 37,208 0.05% 0.04% 67 +47,350 21.96% Q4 2025 Feb 02, 2026
Erste Asset Management GmbH History Reduced 251,802 35,627 0.3% 0.35% 68 -13,030 -4.92% Q4 2025 Feb 11, 2026
Pathway Financial Advisors LLC History Added to 245,406 35,424 4.45% 4.5% 69 +1,075 0.44% Q4 2025 Jan 14, 2026
OSAIC HOLDINGS, INC. History Reduced 244,699 34,623 0.05% 0.07% 70 -103,316 -29.69% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 232,544 32,902 0.02% 0.02% 71 +22,562 10.74% Q4 2025 Feb 13, 2026
Drake & Associates, LLC History Added to 223,385 31,606 6.3% 6.01% 72 +19,161 9.38% Q4 2025 Feb 23, 2026
Purpose Unlimited Inc. History New 222,800 31,522 1.44% — 73 +222,800 New Q4 2025 Mar 20, 2026
OLD NATIONAL BANCORP /IN/ History Added to 211,172 29,878 0.5% 0.49% 74 +4,265 2.06% Q4 2025 Jan 28, 2026
SENTINEL TRUST CO LBA History No change 207,698 29,387 2.89% 2.93% 75 0 0.0% Q4 2025 Jan 29, 2026
BANK HAPOALIM BM History Added to 201,782 28,550 2.48% 0.46% 76 +174,782 647.34% Q4 2025 Feb 17, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 200,000 28,298 0.18% 0.07% 77 +135,000 207.69% Q4 2025 Feb 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 199,890 28,282 1.55% 1.64% 78 -10,198 -4.85% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 199,113 28,172 0.43% 0.5% 79 +11,503 6.13% Q4 2025 Feb 13, 2026
Waldron Private Wealth LLC History Added to 199,089 28,169 1.11% 1.12% 80 +11 0.01% Q4 2025 Jan 14, 2026
Gotham Asset Management, LLC History Added to 195,402 27,647 0.1% 0.11% 81 +13,255 7.28% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 194,677 27,544 0.05% 0.05% 82 +15,575 8.7% Q4 2025 Mar 16, 2026
GFS Advisors, LLC History Reduced 194,095 27,462 3.26% 3.49% 83 -3,775 -1.91% Q4 2025 Feb 11, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 192,668 27,437 0.02% — 84 +192,668 New Q4 2025 Feb 13, 2026
Naviter Wealth, LLC History Reduced 190,719 26,984 3.52% 5.02% 85 -121,080 -38.83% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Reduced 189,758 26,848 0.05% 0.08% 86 -25,572 -11.88% Q4 2025 Feb 17, 2026
Jasper Ridge Partners, L.P. History Reduced 188,229 26,632 0.59% 0.66% 87 -23,152 -10.95% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 184,600 26,119 0.0% 0.0% 88 +69,898 60.94% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Added to 181,265 25,647 0.02% 0.0% 89 +154,778 584.35% Q4 2025 Jan 30, 2026
Johns Hopkins University History Reduced 181,055 25,617 1.87% 2.88% 90 -193,053 -51.6% Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Reduced 172,620 24,424 1.09% 1.13% 91 -4,741 -2.67% Q4 2025 Feb 02, 2026
Centiva Capital, LP History New 171,900 24,322 0.2% — 92 +171,900 New Q4 2025 Feb 13, 2026
Bricktown Capital, LLC History Reduced 164,318 23,249 3.91% 4.04% 93 -13,111 -7.39% Q4 2025 Jan 15, 2026
Allen Investment Management, LLC History Added to 158,528 22,430 0.25% 0.24% 94 +2,034 1.3% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 156,652 22,164 0.09% 0.09% 95 +7,291 4.88% Q4 2025 Feb 17, 2026
Topor & Co. Korea History New 154,434 21,851 16.46% — 96 +154,434 New Q4 2025 Feb 26, 2026
PRUDENTIAL FINANCIAL INC History Added to 148,900 21,067 0.03% 0.0% 97 +119,200 401.35% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 148,259 20,974 0.0% 0.01% 98 -14,684 -9.01% Q4 2025 Feb 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History New 139,895 19,922 0.04% — 99 +139,895 New Q4 2025 Feb 09, 2026
STIFEL FINANCIAL CORP History Added to 136,321 19,287 0.02% 0.01% 100 +84,842 164.81% Q4 2025 Feb 13, 2026
Sepio Capital, LP History Reduced 135,697 19,199 1.05% 1.16% 101 -6,118 -4.31% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 132,085 18,688 0.0% 0.0% 102 +3,085 2.39% Q4 2025 Feb 12, 2026
Avestar Capital, LLC History Reduced 131,977 18,673 1.21% 1.24% 103 -4,740 -3.47% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 131,788 18,646 0.01% 0.01% 104 -109,470 -45.37% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History Added to 131,733 18,639 0.85% 0.85% 105 +1,339 1.03% Q4 2025 Feb 13, 2026
Beverly Hills Private Wealth, LLC History Added to 130,401 18,450 3.16% 0.49% 106 +110,188 545.13% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 125,700 17,785 0.0% 0.0% 107 -80,997 -39.19% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 122,708 17,361 0.03% 0.03% 108 +11,183 10.03% Q4 2025 Feb 17, 2026
Ashford Advisors, LLC History Added to 120,827 17,095 3.74% 3.66% 109 +1,254 1.05% Q4 2025 Jan 23, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 119,857 16,958 0.69% 0.28% 110 +71,721 149.0% Q4 2025 Jan 16, 2026
Gryphon Financial Partners LLC History Added to 118,710 16,796 1.8% 1.86% 111 +452 0.38% Q4 2025 Jan 08, 2026
BIP Wealth, LLC History Added to 118,178 16,721 0.59% 0.57% 112 +34,655 41.49% Q4 2025 Jan 21, 2026
Janney Capital Management LLC History New 117,339 16,602 1.04% — 113 +117,339 New Q4 2025 Feb 11, 2026
BANK OF NOVA SCOTIA History Reduced 116,350 16,462 0.02% 0.04% 114 -44,681 -27.75% Q4 2025 Feb 13, 2026
Portus Wealth Advisors, LLC History Added to 115,853 16,392 15.47% 15.62% 115 +2,566 2.27% Q4 2025 Jan 27, 2026
CWM, LLC History Added to 115,304 16,314 0.04% 0.05% 116 +1,155 1.01% Q4 2025 Jan 26, 2026
PINEBRIDGE INVESTMENTS LLC History New 112,694 15,945 0.12% — 117 +112,694 New Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 112,058 15,855 0.1% 0.11% 118 -493 -0.44% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 107,396 15,195 0.0% 0.0% 119 -50,726 -32.08% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 105,046 14,862 0.02% 0.02% 120 -1,002 -0.94% Q4 2025 Feb 17, 2026
IFC Advisors LLC History Added to 104,647 14,806 2.16% 2.64% 121 +292 0.28% Q4 2025 Feb 12, 2026
UNIQUE WEALTH, LLC History Added to 103,143 14,593 2.04% 2.01% 122 +3,936 3.97% Q4 2025 Jan 06, 2026
CIBC WORLD MARKETS CORP History New 100,000 14,149 0.07% — 123 +100,000 New Q4 2025 Feb 12, 2026
Plan Group Financial, LLC History Reduced 97,029 13,728 3.56% 3.73% 124 -3,403 -3.39% Q4 2025 Feb 03, 2026
Wind River Trust Co History No change 94,212 13,330 4.98% 4.82% 125 0 0.0% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 93,187 13,185 0.01% 0.01% 126 -1,781 -1.88% Q4 2025 Feb 10, 2026
PFG Advisors History Reduced 92,110 13,032 0.63% 0.55% 127 -4,637 -4.79% Q4 2025 Jan 27, 2026
HB Wealth Management, LLC History Reduced 90,983 12,873 0.08% 0.09% 128 -8,960 -8.97% Q4 2025 Jan 28, 2026
Dorsey & Whitney Trust CO LLC History No change 89,595 12,676 0.67% 0.65% 129 0 0.0% Q4 2025 Feb 11, 2026
AlTi Global, Inc. History Added to 89,231 12,625 0.27% 0.25% 130 +11,198 14.35% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 88,814 12,566 0.01% 0.02% 131 +629 0.71% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 88,424 12,511 0.05% 0.04% 132 +11,430 14.85% Q4 2025 Jan 29, 2026
NYL Investors LLC History Reduced 87,332 12,356 4.2% 3.97% 133 -170 -0.19% Q4 2025 Feb 11, 2026
Amplius Wealth Advisors, LLC History Added to 86,438 12,230 1.03% 0.97% 134 +5,230 6.44% Q4 2025 Jan 12, 2026
EFG International AG History New 85,770 12,135 0.23% — 135 +85,770 New Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Reduced 85,282 12,066 0.1% 0.13% 136 -6,350 -6.93% Q4 2025 Feb 17, 2026
Hackensack Meridian Health, Inc. History No change 85,000 12,026 1.1% 1.21% 137 0 0.0% Q4 2025 Feb 10, 2026
Centennial Bank/AR/ History Added to 84,865 12,007 4.77% 4.47% 138 +2,553 3.1% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 84,591 11,969 0.02% 0.04% 139 -157 -0.19% Q4 2025 Jan 09, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 84,041 11,891 0.02% 0.01% 140 +22,462 36.48% Q4 2025 Feb 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 83,731 11,847 0.03% 0.25% 141 -622,469 -88.14% Q4 2025 Feb 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 83,076 11,754 2.23% 2.37% 142 0 0.0% Q4 2025 Feb 09, 2026
DT Investment Partners, LLC History Reduced 82,788 11,713 0.97% 0.97% 143 -230 -0.28% Q4 2025 Feb 10, 2026
North Berkeley Wealth Management, LLC History Added to 81,090 11,473 6.77% 8.84% 144 +18 0.02% Q4 2025 Feb 10, 2026
Charter Oak Capital Management, LLC History Reduced 80,900 11,446 0.87% 0.88% 145 -589 -0.72% Q4 2025 Jan 23, 2026
Altrafin AG History No change 79,500 11,248 3.57% 3.48% 146 0 0.0% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 77,072 10,904 0.05% 0.04% 147 +12,841 19.99% Q4 2025 Feb 17, 2026
COOPER INVESTORS PTY LTD History Added to 73,841 10,447 3.47% 2.38% 148 +10,710 16.96% Q4 2025 Jan 14, 2026
MGO ONE SEVEN LLC History Added to 72,995 10,328 0.21% 0.23% 149 +1,287 1.79% Q4 2025 Feb 03, 2026
Moran Wealth Management, LLC History Added to 69,553 9,841 0.3% 0.04% 150 +59,033 561.15% Q4 2025 Jan 26, 2026
CHANNEL WEALTH LLC History Added to 68,887 9,746 2.47% 2.4% 151 +4,000 6.16% Q4 2025 Feb 03, 2026
Janney Montgomery Scott LLC History Reduced 67,283 9,520 0.02% 0.02% 152 -766 -1.13% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 65,915 9,326 0.02% 0.02% 153 +17,923 37.35% Q4 2025 Feb 05, 2026
FMR LLC History Added to 65,357 9,247 0.0% 0.0% 154 +12,435 23.5% Q4 2025 Feb 17, 2026
Financial Management Professionals, Inc. History Reduced 63,724 9,016 0.93% 1.05% 155 -9,300 -12.74% Q4 2025 Jan 27, 2026
Squarepoint Ops LLC History Added to 63,051 8,921 0.01% 0.01% 156 +25,470 67.77% Q4 2025 Feb 13, 2026
Able Wealth Management LLC History Added to 62,900 8,899 2.82% 3.11% 157 +2,987 4.99% Q4 2025 Jan 27, 2026
Callan Family Office, LLC History Added to 62,448 8,835 0.19% 0.16% 158 +27,180 77.07% Q4 2025 Feb 12, 2026
Battery Global Advisors, LLC History Added to 108,652 8,819 4.09% 0.11% 159 +106,919 6169.59% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 62,256 8,808 0.11% 0.11% 160 -159 -0.25% Q4 2025 Feb 09, 2026
BRANDYWINE TRUST CO History No change 61,715 8,732 1.53% 1.3% 161 0 0.0% Q4 2025 Feb 13, 2026
Financial Enhancement Group LLC History Reduced 60,086 8,652 1.13% 1.15% 162 -1,309 -2.13% Q4 2025 Jan 23, 2026
TD Capital Management LLC History Added to 60,002 8,489 0.75% 0.75% 163 +25 0.04% Q4 2025 Feb 26, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 58,892 8,332 0.58% 0.59% 164 +8 0.01% Q4 2025 Jan 07, 2026
LARCH CAPITAL PARTNERS LLC History New 58,016 8,208 1.13% — 165 +58,016 New Q4 2025 Feb 20, 2026
Capital World Investors History Added to 57,563 8,197 0.0% 0.0% 166 +22,971 66.41% Q4 2025 Feb 11, 2026
Parallel Advisors, LLC History Reduced 57,357 8,115 0.15% 0.15% 167 -23 -0.04% Q4 2025 Feb 11, 2026
Headlands Technologies LLC History Added to 56,854 8,044 0.67% 0.51% 168 +10,863 23.62% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 56,435 7,984 0.09% 0.02% 169 +45,303 406.96% Q4 2025 Feb 03, 2026
GLENMEDE TRUST CO NA History New 55,807 7,896 0.04% — 170 +55,807 New Q4 2025 Feb 17, 2026
HARDING LOEVNER LP History Reduced 55,069 7,792 0.07% 0.06% 171 -8,446 -13.3% Q4 2025 Feb 17, 2026
Permanent Capital Management, LP History No change 54,862 7,762 1.51% 1.42% 172 0 0.0% Q4 2025 Jan 07, 2026
GQG Partners LLC History Added to 54,789 7,752 0.01% 0.0% 173 +38,499 236.34% Q4 2025 Feb 13, 2026
Zurich Insurance Group Ltd/FI History No change 51,974 7,401 0.05% 0.05% 174 0 0.0% Q4 2025 Feb 17, 2026
Rothschild Capital Partners, LLC History Reduced 51,937 7,348 1.73% 2.07% 175 -11,319 -17.89% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 50,275 7,113 0.3% 0.29% 176 0 0.0% Q4 2025 Feb 09, 2026
Sava Infond d.o.o. History Added to 49,950 7,067 0.95% 0.82% 177 +8,100 19.35% Q4 2025 Jan 29, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 49,647 7,024 0.32% — 178 +49,647 New Q4 2025 Feb 13, 2026
Caprock Group, LLC History Added to 49,452 6,997 0.15% 0.04% 179 +38,540 353.19% Q4 2025 Jan 28, 2026
Creative Planning History Reduced 48,404 6,848 0.0% 0.01% 180 -1,202 -2.42% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 47,547 6,727 0.08% 0.07% 181 +1,404 3.04% Q4 2025 Feb 05, 2026
Verum Partners LLC History Reduced 47,128 6,668 1.34% 1.4% 182 -396 -0.83% Q4 2025 Jan 14, 2026
Wescott Financial Advisory Group, LLC History Added to 46,447 6,571 0.57% 0.53% 183 +3,854 9.05% Q4 2025 Feb 12, 2026
Ausdal Financial Partners, Inc. History Reduced 45,379 6,420 0.3% 0.31% 184 -514 -1.12% Q4 2025 Feb 13, 2026
Independent Wealth Network Inc. History Added to 44,595 6,309 1.93% 1.87% 185 +2,486 5.9% Q4 2025 Jan 26, 2026
SBI Securities Co., Ltd. History Added to 44,491 6,295 0.16% 0.13% 186 +6,923 18.43% Q4 2025 Feb 03, 2026
Stratos Wealth Partners, LTD. History Added to 44,147 6,246 0.07% 0.05% 187 +14,661 49.72% Q4 2025 Jan 20, 2026
Frank, Rimerman Advisors LLC History No change 44,053 6,233 0.4% 0.39% 188 0 0.0% Q4 2025 Jan 15, 2026
VPR Management LLC History No change 43,700 6,183 2.75% 2.75% 189 0 0.0% Q4 2025 Feb 13, 2026
Peak Financial Management, Inc. History Reduced 43,069 6,093 1.57% 1.6% 190 -608 -1.39% Q4 2025 Jan 23, 2026
Sand Hill Global Advisors, LLC History No change 42,046 5,949 0.21% 0.2% 191 0 0.0% Q4 2025 Feb 12, 2026
Moneda S.A. Administradora General de Fondos History Added to 41,923 5,931 5.33% 6.34% 192 +1,337 3.29% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History Added to 41,566 5,881 0.32% 0.33% 193 +3 0.01% Q4 2025 Feb 11, 2026
Lee Financial Co History Reduced 41,345 5,849 0.79% 0.74% 194 -1,225 -2.88% Q4 2025 Jan 22, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 41,040 5,806 0.98% 0.94% 195 +1,115 2.79% Q4 2025 Jan 27, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 40,410 5,717 0.0% 0.01% 196 -84,072 -67.54% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 40,057 5,667 0.01% 0.01% 197 -2,656 -6.22% Q4 2025 Feb 18, 2026
Ballentine Partners, LLC History Added to 39,961 5,654 0.08% 0.07% 198 +2,123 5.61% Q4 2025 Feb 03, 2026
EP Wealth Advisors, LLC History New 39,719 5,619 0.03% — 199 +39,719 New Q4 2025 Feb 18, 2026
Atwater Malick LLC History Reduced 39,296 5,559 1.53% 1.65% 200 -1,842 -4.48% Q4 2025 Jan 23, 2026
CATALYST FINANCIAL PARTNERS LLC History New 38,987 5,516 0.62% — 201 +38,987 New Q4 2025 Feb 04, 2026
SCS Capital Management LLC History Reduced 38,749 5,482 0.06% 0.07% 202 -4,832 -11.09% Q4 2025 Feb 10, 2026
Freestone Capital Holdings, LLC History Reduced 38,430 5,437 0.16% 0.17% 203 -2,533 -6.18% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Added to 37,827 5,352 0.08% 0.02% 204 +29,901 377.25% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Added to 37,497 5,305 0.72% 0.71% 205 +963 2.64% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 37,394 5,290 0.0% 0.0% 206 -1,731 -4.42% Q4 2025 Feb 11, 2026
Procyon Advisors, LLC History Added to 37,386 5,289 0.26% 0.31% 207 +1 0.0% Q4 2025 Jan 07, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 37,228 5,267 0.04% 0.03% 208 +13,646 57.87% Q4 2025 Feb 03, 2026
Centerstone Investors, LLC History No change 36,984 5,232 16.45% 18.21% 209 0 0.0% Q4 2025 Jan 30, 2026
Advisor OS, LLC History Added to 36,361 5,144 0.41% 0.42% 210 +1,401 4.01% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Reduced 36,334 5,140 0.03% 0.03% 211 -92 -0.25% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History No change 36,106 5,108 0.11% 0.17% 212 0 0.0% Q4 2025 Feb 05, 2026
PINNACLE ASSOCIATES LTD History Reduced 36,032 5,098 0.07% 0.07% 213 -1,862 -4.91% Q4 2025 Feb 05, 2026
Diversified Trust Co History Added to 35,413 5,010 0.09% 0.1% 214 +15 0.04% Q4 2025 Jan 09, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 35,380 5,005 0.0% 0.0% 215 +23,367 194.51% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 35,047 4,958 0.3% 0.3% 216 +318 0.92% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 34,862 4,932 0.34% 0.38% 217 -1,870 -5.09% Q4 2025 Feb 02, 2026
Financial Council, LLC History Reduced 34,708 4,910 1.96% 2.16% 218 -438 -1.25% Q4 2025 Feb 05, 2026
Clarius Group, LLC History No change 34,459 4,875 0.28% 0.28% 219 0 0.0% Q4 2025 Jan 14, 2026
SB Capital Management Inc History New 34,439 4,872 1.79% — 220 +34,439 New Q4 2025 Feb 20, 2026
FFT WEALTH MANAGEMENT LLC History New 34,426 4,870 0.93% — 221 +34,426 New Q4 2025 Feb 09, 2026
MayTech Global Investments, LLC History New 34,093 4,824 0.49% — 222 +34,093 New Q4 2025 Feb 13, 2026
Beirne Wealth Consulting Services, LLC History Reduced 33,514 4,742 1.37% 1.72% 223 -18,444 -35.5% Q4 2025 Jan 29, 2026
BARINGS LLC History Added to 33,428 4,729 0.09% 0.08% 224 +4,506 15.58% Q4 2025 Feb 12, 2026
Intergy Private Wealth, LLC History Added to 32,909 4,656 1.4% 1.42% 225 +2 0.01% Q4 2025 Jan 22, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 32,728 4,630 0.45% — 226 +32,728 New Q4 2025 Jan 12, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 32,725 4,630 1.86% 2.21% 227 -1,071 -3.17% Q4 2025 Feb 17, 2026
Y.D. More Investments Ltd History Added to 32,629 4,624 0.22% 0.17% 228 +10,395 46.75% Q4 2025 Jan 21, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 32,525 4,602 0.01% 0.0% 229 +26,107 406.78% Q4 2025 Feb 17, 2026
Madrona Financial Services, LLC History Reduced 32,302 4,570 0.98% 1.0% 230 -630 -1.91% Q4 2025 Jan 22, 2026
Well Done, LLC History Added to 31,957 4,521 0.68% 0.72% 231 +1,443 4.73% Q4 2025 Jan 13, 2026
Union Bancaire Privee, UBP SA History Added to 27,473 4,500 0.05% 0.05% 232 +12,553 84.14% Q4 2025 Jan 05, 2026
Sageworth Trust Co of South Dakota History No change 31,062 4,394 3.59% 4.05% 233 0 0.0% Q4 2025 Jan 30, 2026
BSW Wealth Partners History Added to 31,026 4,389 0.53% 0.53% 234 +24 0.08% Q4 2025 Jan 23, 2026
BARCLAYS PLC History Reduced 30,956 4,379 0.0% 0.0% 235 -77,532 -71.47% Q4 2025 Feb 13, 2026
USAdvisors Wealth Management, LLC History Reduced 30,692 4,342 1.43% 1.51% 236 -1,087 -3.42% Q4 2025 Feb 05, 2026
PAX Financial Group, LLC History Reduced 30,200 4,272 0.74% 0.79% 237 -1,510 -4.76% Q4 2025 Feb 05, 2026
Golden State Wealth Management, LLC History Added to 28,468 4,028 0.43% 0.43% 238 +190 0.67% Q4 2025 Feb 13, 2026
SteelPeak Wealth, LLC History New 27,978 3,958 0.13% — 239 +27,978 New Q4 2025 Jan 20, 2026
Rathbones Group PLC History Added to 27,365 3,871 0.02% 0.01% 240 +4,761 21.06% Q4 2025 Feb 06, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Added to 27,320 3,865 3.19% 3.1% 241 +2 0.01% Q4 2025 Feb 13, 2026
SNS Financial Group, LLC History Reduced 27,304 3,863 0.33% 0.33% 242 -150 -0.55% Q4 2025 Feb 02, 2026
McKinley Carter Wealth Services, Inc. History Reduced 27,300 3,862 0.22% 0.22% 243 -2,723 -9.07% Q4 2025 Feb 06, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 27,192 3,847 2.82% 2.76% 244 -81 -0.3% Q4 2025 Feb 12, 2026
SIGNATUREFD, LLC History No change 27,052 3,827 0.06% 0.06% 245 0 0.0% Q4 2025 Jan 20, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 26,204 3,707 0.1% 0.09% 246 -650 -2.42% Q4 2025 Jan 07, 2026
MainStreet Investment Advisors LLC History Reduced 26,114 3,694 0.53% 0.5% 247 -650 -2.43% Q4 2025 Feb 10, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 25,667 3,631 0.26% 0.2% 248 +5,166 25.2% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 25,406 3,594 0.01% 0.0% 249 +3,401 15.46% Q4 2025 Feb 13, 2026
WADDELL & ASSOCIATES, LLC History No change 25,247 3,572 0.24% 0.3% 250 0 0.0% Q4 2025 Feb 11, 2026
CATALYST PRIVATE WEALTH, LLC History No change 25,199 3,565 1.56% 1.53% 251 0 0.0% Q4 2025 Jan 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 25,072 3,547 0.04% — 252 +25,072 New Q4 2025 Feb 02, 2026
QUADRANT CAPITAL GROUP LLC History Added to 24,982 3,534 0.11% 0.11% 253 +491 2.0% Q4 2025 Feb 13, 2026
PFW Advisors LLC History Reduced 24,871 3,518 1.06% 1.03% 254 -362 -1.43% Q4 2025 Jan 12, 2026
Altman Advisors, Inc. History New 24,653 3,488 1.31% — 255 +24,653 New Q4 2025 Feb 04, 2026
Sanctuary Advisors, LLC History Added to 24,076 3,406 0.02% 0.01% 256 +5,353 28.59% Q4 2025 Jan 29, 2026
St. Louis Trust Co History Added to 24,045 3,402 0.39% 0.41% 257 +30 0.12% Q4 2025 Feb 09, 2026
Arkos Global Advisors History Reduced 23,704 3,354 0.43% 0.47% 258 -2,744 -10.38% Q4 2025 Feb 13, 2026
CKW FINANCIAL GROUP History Added to 23,503 3,325 0.36% 0.34% 259 +835 3.68% Q4 2025 Jan 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 23,102 3,268 0.02% 0.03% 260 -556 -2.35% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 22,800 3,225 0.01% 0.0% 261 -4,000 -14.93% Q4 2025 Feb 12, 2026
RDA Financial Network History Reduced 22,296 3,154 0.76% 0.77% 262 -409 -1.8% Q4 2025 Jan 06, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 22,107 3,122 0.03% 0.05% 263 -17,900 -44.74% Q4 2025 Feb 03, 2026
Klaas Financial Asset Advisors, LLC History Reduced 21,744 3,076 0.45% 0.46% 264 -418 -1.89% Q4 2025 Jan 27, 2026
Summit Financial, LLC History Added to 21,683 3,067 0.05% 0.04% 265 +1,668 8.33% Q4 2025 Feb 13, 2026
Aries Wealth Management History Added to 21,540 3,047 0.67% 0.7% 266 +158 0.74% Q4 2025 Jan 30, 2026
Selby Wealth Management, LLC History New 21,463 3,036 1.22% — 267 +21,463 New Q4 2025 Feb 13, 2026
OAK FAMILY ADVISORS, LLC History Reduced 20,552 2,907 0.8% 1.4% 268 -20,068 -49.4% Q4 2025 Feb 03, 2026
Metis Global Partners, LLC History New 20,459 2,894 0.07% — 269 +20,459 New Q4 2025 Feb 11, 2026
Equitable Holdings, Inc. History Added to 20,296 2,871 0.02% 0.02% 270 +1,270 6.68% Q4 2025 Feb 17, 2026
Sellwood Investment Partners LLC History Reduced 19,908 2,816 1.1% 1.11% 271 -255 -1.26% Q4 2025 Jan 26, 2026
OLD MISSION CAPITAL LLC History Added to 106,695 2,788 0.06% 0.01% 272 +47,595 80.53% Q4 2025 Feb 17, 2026
Wick Capital Partners, LLC History Reduced 19,611 2,774 0.5% 0.65% 273 -21 -0.11% Q4 2025 Mar 02, 2026
MANAGED ASSET PORTFOLIOS, LLC History Added to 19,574 2,769 0.33% 0.08% 274 +14,732 304.25% Q4 2025 Jan 29, 2026
BLAIR WILLIAM & CO/IL History Reduced 19,495 2,758 0.01% 0.01% 275 -590 -2.94% Q4 2025 Feb 17, 2026
Greystone Financial Group, LLC History Added to 19,302 2,731 0.43% 0.39% 276 +1,124 6.18% Q4 2025 Jan 27, 2026
Aristotle Capital Management, LLC History New 18,785 2,657 0.01% — 277 +18,785 New Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 18,693 2,644 0.02% 0.02% 278 -2,009 -9.7% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 18,653 2,639 0.01% 0.01% 279 +450 2.47% Q4 2025 Feb 06, 2026
Bleakley Financial Group, LLC History Reduced 18,208 2,576 0.04% 0.06% 280 -1,504 -7.63% Q4 2025 Feb 09, 2026
READYSTATE ASSET MANAGEMENT LP History Added to 17,985 2,544 0.1% 0.1% 281 +1,055 6.23% Q4 2025 Feb 17, 2026
Clarus Wealth Advisors History Reduced 17,494 2,534 1.05% 1.08% 282 -88 -0.5% Q4 2025 Jan 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 17,636 2,495 0.09% 0.09% 283 -195 -1.09% Q4 2025 Feb 02, 2026
Wealthfront Advisers LLC History Added to 17,549 2,483 0.01% 0.0% 284 +4,177 31.24% Q4 2025 Jan 30, 2026
Fund Evaluation Group, LLC History Reduced 17,425 2,465 0.08% 0.09% 285 -146 -0.83% Q4 2025 Feb 11, 2026
Sharkey, Howes & Javer History Reduced 17,098 2,419 0.31% 0.38% 286 -4,232 -19.84% Q4 2025 Jan 13, 2026
Savant Capital, LLC History Reduced 17,007 2,406 0.01% 0.01% 287 -291 -1.68% Q4 2025 Feb 10, 2026
Veltria Advisors Corp. History Added to 16,477 2,389 10.41% 9.94% 288 +146 0.89% Q4 2025 Jan 30, 2026
ASPIRIANT, LLC History Reduced 16,841 2,382 0.07% 0.07% 289 -475 -2.74% Q4 2025 Jan 20, 2026
Hirtle Callaghan & Co LLC History Reduced 16,820 2,379 0.08% 0.09% 290 -1,731 -9.33% Q4 2025 Feb 04, 2026
SAPIENT CAPITAL LLC History Added to 16,301 2,321 0.03% 0.0% 291 +14,033 618.74% Q4 2025 Feb 05, 2026
ADVISORY RESEARCH INC History Added to 16,180 2,289 0.29% 0.05% 292 +13,352 472.14% Q4 2025 Feb 13, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 16,025 2,281 0.51% 0.57% 293 +18 0.11% Q4 2025 Feb 04, 2026
WEST BANCORPORATION INC History New 15,980 2,261 1.18% — 294 +15,980 New Q4 2025 Jan 29, 2026
Roth Financial Partners LLC History Reduced 15,585 2,205 0.73% 0.73% 295 -171 -1.09% Q4 2025 Jan 29, 2026
Strategic Blueprint, LLC History Reduced 15,563 2,202 0.13% 0.1% 296 -1,130 -6.77% Q4 2025 Jan 30, 2026
Midwest Heritage Bank, FSB History No change 15,486 2,191 0.76% 0.76% 297 0 0.0% Q4 2025 Feb 04, 2026
Evelyn Partners Asset Management Ltd History Added to 15,257 2,158 0.51% 0.47% 298 +329 2.2% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 15,136 2,141 0.0% 0.1% 299 -722,608 -97.95% Q4 2025 Feb 17, 2026
Activest Wealth Management History Reduced 14,872 2,104 0.39% 0.42% 300 -19 -0.13% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History No change 14,819 2,096 0.01% 0.01% 301 0 0.0% Q4 2025 Feb 02, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 14,660 2,074 0.03% 0.03% 302 0 0.0% Q4 2025 Feb 17, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 14,620 2,068 0.04% 0.04% 303 +37 0.25% Q4 2025 Feb 18, 2026
Pictet North America Advisors SA History No change 14,605 2,066 0.2% 0.19% 304 0 0.0% Q4 2025 Jan 16, 2026
Saranac Partners Ltd History No change 14,500 2,051 0.8% 0.36% 305 0 0.0% Q4 2025 Feb 06, 2026
Austin Wealth Management, LLC History Reduced 14,241 2,047 0.3% 0.32% 306 -533 -3.61% Q4 2025 Jan 26, 2026
Capital Research Global Investors History Added to 14,359 2,044 0.0% 0.0% 307 +8,010 126.16% Q4 2025 Feb 11, 2026
Capital Group Private Client Services, Inc. History Added to 14,373 2,033 0.03% 0.02% 308 +6,966 94.05% Q4 2025 Feb 11, 2026
Summit Trail Advisors, LLC History Reduced 14,114 1,997 0.03% 0.03% 309 -619 -4.2% Q4 2025 Feb 17, 2026
Angeles Investment Advisors, LLC History Reduced 14,108 1,996 0.13% 0.13% 310 -335 -2.32% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 14,092 1,993 0.03% 0.04% 311 +11 0.08% Q4 2025 Mar 12, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Reduced 14,012 1,982 1.78% 1.87% 312 -634 -4.33% Q4 2025 Jan 23, 2026
FIRST TRUST ADVISORS LP History Added to 13,763 1,947 0.0% 0.0% 313 +5,817 73.21% Q4 2025 Feb 13, 2026
Chevy Chase Trust Holdings, LLC History No change 13,756 1,946 0.01% 0.01% 314 0 0.0% Q4 2025 Feb 13, 2026
G&S Capital LLC History Added to 13,719 1,941 0.69% 0.67% 315 +525 3.98% Q4 2025 Jan 28, 2026
Laird Norton Wetherby Trust Company, LLC History New 13,628 1,928 0.04% — 316 +13,628 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 13,326 1,885 0.01% 0.02% 317 -7,130 -34.86% Q4 2025 Feb 11, 2026
Astoria Strategic Wealth, Inc. History Reduced 13,312 1,883 0.47% 0.47% 318 -121 -0.9% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Added to 13,266 1,877 0.01% 0.01% 319 +2,470 22.88% Q4 2025 Feb 18, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 13,233 1,872 0.01% — 320 +13,233 New Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 13,154 1,861 0.03% 0.02% 321 +4,501 52.02% Q4 2025 Jan 16, 2026
CIBC WORLD MARKET INC. History Reduced 13,096 1,852 0.0% 0.0% 322 -151 -1.14% Q4 2025 Feb 10, 2026
Haverford Trust Co History No change 13,052 1,846 0.02% 0.02% 323 0 0.0% Q4 2025 Feb 13, 2026
Empirical Finance, LLC History Added to 13,031 1,843 0.09% 0.08% 324 +215 1.68% Q4 2025 Feb 12, 2026
Landing Point Financial Group, LLC History Added to 12,980 1,836 0.92% 0.84% 325 +1,274 10.88% Q4 2025 Feb 11, 2026
Ameritas Advisory Services, LLC History Reduced 12,872 1,821 0.07% 0.16% 326 -5,040 -28.14% Q4 2025 Feb 04, 2026
Pure Financial Advisors, LLC History Reduced 12,772 1,807 0.33% 0.05% 327 -9,801 -43.42% Q4 2025 Mar 04, 2026
SYM FINANCIAL Corp History Reduced 12,749 1,803 0.19% 0.19% 328 -213 -1.64% Q4 2025 Feb 13, 2026
Choate Investment Advisors History Added to 12,707 1,797 0.04% 0.03% 329 +484 3.96% Q4 2025 Feb 09, 2026
RWA WEALTH PARTNERS, LLC History Reduced 12,566 1,777 0.02% 0.02% 330 -121 -0.95% Q4 2025 Feb 12, 2026
AMG National Trust Bank History No change 12,543 1,774 0.04% 0.04% 331 0 0.0% Q4 2025 Jan 30, 2026
Arlington Trust Co LLC History No change 12,500 1,768 0.18% 0.31% 332 0 0.0% Q4 2025 Jan 30, 2026
LIFELONG WEALTH ADVISORS, INC. History No change 12,332 1,744 0.46% 0.51% 333 0 0.0% Q4 2025 Jan 12, 2026
MASECO LLP History New 12,310 1,741 0.08% — 334 +12,310 New Q4 2025 Jan 22, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 12,269 1,735 0.0% 0.0% 335 -11,610 -48.62% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Added to 12,240 1,731 0.04% 0.04% 336 +893 7.87% Q4 2025 Feb 04, 2026
WHI TRUST Co LLC History New 12,095 1,711 1.32% — 338 +12,095 New Q4 2025 Feb 05, 2026
Great Waters Wealth Management History Added to 12,098 1,711 0.19% 0.19% 337 +264 2.23% Q4 2025 Jan 15, 2026
CHOREO, LLC History Reduced 11,986 1,706 0.02% 0.02% 339 -63 -0.52% Q4 2025 Jan 23, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 11,975 1,694 0.05% 0.08% 340 -8,360 -41.11% Q4 2025 Jan 13, 2026
GC Wealth Management RIA, LLC History No change 11,936 1,688 0.06% 0.05% 341 0 0.0% Q4 2025 Jan 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 11,907 1,684 0.0% 0.0% 342 -989 -7.67% Q4 2025 Feb 13, 2026
KCM INVESTMENT ADVISORS LLC History Added to 11,895 1,683 0.05% 0.05% 343 +740 6.63% Q4 2025 Feb 13, 2026
TWO SIGMA SECURITIES, LLC History Reduced 11,835 1,674 0.23% 0.99% 344 -36,587 -75.56% Q4 2025 Feb 17, 2026
TFO Wealth Partners, LLC History Added to 11,718 1,657 0.25% 0.26% 345 +102 0.88% Q4 2025 Feb 05, 2026
Sarasin & Partners LLP History New 11,679 1,652 0.02% — 346 +11,679 New Q4 2025 Jan 08, 2026
CIBC Private Wealth Group LLC History Added to 11,614 1,643 0.0% 0.0% 347 +531 4.79% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 11,309 1,600 0.02% 0.02% 348 -341 -2.93% Q4 2025 Jan 21, 2026
CHILTON INVESTMENT CO INC. History New 11,224 1,588 0.03% — 349 +11,224 New Q4 2025 Feb 17, 2026
WestEnd Advisors, LLC History Added to 11,076 1,567 0.04% 0.03% 350 +313 2.91% Q4 2025 Jan 27, 2026
Capital Investment Advisory Services, LLC History Reduced 11,071 1,566 0.11% 0.12% 351 -90 -0.81% Q4 2025 Jan 21, 2026
HRT FINANCIAL LP History New 11,041 1,562 0.0% — 352 +11,041 New Q4 2025 Feb 12, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 10,935 1,547 0.02% 0.02% 353 +1,508 16.0% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Added to 10,737 1,519 0.01% 0.01% 354 +776 7.79% Q4 2025 Jan 26, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Added to 10,649 1,506 0.46% 0.46% 355 +94 0.89% Q4 2025 Jan 13, 2026
Beacon Pointe Advisors, LLC History Added to 10,584 1,497 0.01% 0.01% 356 +2,163 25.69% Q4 2025 Feb 18, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 10,556 1,493 0.07% 0.06% 357 0 0.0% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Added to 10,525 1,489 0.05% 0.04% 358 +2,452 30.37% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Reduced 10,296 1,456 0.01% 0.01% 359 -2,139 -17.2% Q4 2025 Feb 12, 2026
Venturi Wealth Management, LLC History Reduced 10,253 1,450 0.06% 0.3% 360 -36,512 -78.08% Q4 2025 Jan 22, 2026
Peregrine Asset Advisers, Inc. History Reduced 10,180 1,440 0.41% 0.43% 361 -232 -2.23% Q4 2025 Feb 02, 2026
Financial Engines Advisors L.L.C. History Added to 10,089 1,427 0.0% 0.0% 362 +742 7.94% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History No change 10,000 1,414 0.04% 0.04% 363 0 0.0% Q4 2025 Feb 10, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 10,000 1,414 0.0% 0.0% 364 0 0.0% Q4 2025 Feb 13, 2026
Tidal Investments LLC History New 9,972 1,410 0.0% — 365 +9,972 New Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Added to 9,886 1,398 0.02% 0.01% 366 +1,020 11.5% Q4 2025 Feb 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 9,848 1,393 0.1% 0.03% 367 +6,882 232.03% Q4 2025 Jan 14, 2026
Global Retirement Partners, LLC History Reduced 9,807 1,387 0.02% 0.03% 368 -534 -5.16% Q4 2025 Feb 06, 2026
Sigma Planning Corp History Reduced 9,771 1,366 0.04% 0.04% 369 -1,274 -11.53% Q4 2025 Jan 30, 2026
DRW Securities, LLC History Reduced 9,591 1,357 0.04% 0.24% 370 -83,702 -89.72% Q4 2025 Feb 12, 2026
Wellspring Financial Advisors, LLC History No change 9,492 1,343 0.11% 0.12% 371 0 0.0% Q4 2025 Feb 11, 2026
London & Capital Asset Management Ltd History New 9,477 1,340 0.01% — 372 +9,477 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 9,463 1,338 0.0% 0.0% 373 +7,500 382.07% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 9,462 1,338 0.02% 0.02% 374 -2,995 -24.04% Q4 2025 Feb 11, 2026
Elmwood Wealth Management, Inc. History New 9,306 1,316 0.42% — 376 +9,306 New Q4 2025 Jan 08, 2026
Mesirow Financial Investment Management, Inc. History Reduced 9,302 1,316 0.03% 0.02% 375 -543 -5.52% Q4 2025 Feb 05, 2026
YHB Investment Advisors, Inc. History Added to 9,145 1,293 0.09% 0.09% 377 +220 2.46% Q4 2025 Jan 16, 2026
FIRST NATIONAL BANK OF OMAHA History New 9,075 1,292 0.04% — 378 +9,075 New Q4 2025 Feb 13, 2026
Montecito Bank & Trust History No change 9,060 1,281 0.2% 0.19% 379 0 0.0% Q4 2025 Jan 09, 2026
Saxony Capital Management, LLC History Reduced 9,001 1,273 0.78% 0.82% 380 -49 -0.54% Q4 2025 Jan 15, 2026
COMMERCE BANK History No change 8,926 1,262 0.01% 0.01% 381 0 0.0% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Added to 8,915 1,261 0.01% 0.0% 382 +7,420 496.32% Q4 2025 Jan 29, 2026
SIMON QUICK ADVISORS, LLC History Added to 8,887 1,257 0.05% 0.06% 383 +45 0.51% Q4 2025 Jan 29, 2026
Uniting Wealth Partners, LLC History Reduced 8,855 1,252 0.38% 0.29% 384 -71 -0.8% Q4 2025 Feb 13, 2026
NavPoint Financial, Inc. History Added to 8,793 1,244 0.53% 0.63% 385 +76 0.87% Q4 2025 Jan 20, 2026
Northside Capital Management, LLC History No change 8,775 1,241 0.11% 0.11% 386 0 0.0% Q4 2025 Jan 07, 2026
Stonebrook Private Inc. History Added to 8,729 1,235 0.26% 0.26% 387 +39 0.45% Q4 2025 Feb 11, 2026
Edgestream Partners, L.P. History Added to 8,390 1,187 0.03% 0.01% 388 +4,683 126.33% Q4 2025 Feb 13, 2026
Sierra Capital LLC History Reduced 8,305 1,175 0.12% 0.13% 389 -552 -6.23% Q4 2025 Feb 18, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 8,301 1,174 0.02% 0.02% 390 -527 -5.97% Q4 2025 Jan 30, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,300 1,174 0.03% 0.03% 391 0 0.0% Q4 2025 Feb 13, 2026
Sonoma Private Wealth LLC History No change 8,260 1,168 1.41% 1.36% 392 0 0.0% Q4 2025 Feb 17, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 8,000 1,145 0.5% 0.47% 393 0 0.0% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History New 7,996 1,131 0.01% — 394 +7,996 New Q4 2025 Jan 27, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,978 1,128 0.0% 0.0% 395 +1,847 30.13% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Reduced 7,908 1,118 0.02% 0.02% 396 -159 -1.97% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 7,877 1,115 0.01% 0.01% 397 -1,251 -13.71% Q4 2025 Jan 28, 2026
Patten Group, Inc. History Added to 7,874 1,114 0.21% 0.21% 398 +162 2.1% Q4 2025 Jan 23, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Added to 7,837 1,108 0.38% 0.35% 399 +105 1.36% Q4 2025 Jan 12, 2026
Sage Mountain Advisors LLC History Added to 7,793 1,102 0.06% 0.01% 400 +6,988 868.07% Q4 2025 Jan 23, 2026
NTV ASSET MANAGEMENT LLC History Added to 7,749 1,096 0.12% 0.12% 401 +3 0.04% Q4 2025 Jan 20, 2026
Vontobel Holding Ltd. History New 7,668 1,084 0.0% — 402 +7,668 New Q4 2025 Feb 13, 2026
Columbus Macro, LLC History Reduced 7,664 1,084 0.12% 0.13% 403 -691 -8.27% Q4 2025 Jan 15, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 7,496 1,082 0.16% 0.17% 404 +3,614 93.1% Q4 2025 Jan 07, 2026
GenTrust, LLC History Added to 7,497 1,060 0.05% 0.04% 405 +1,553 26.13% Q4 2025 Feb 02, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 7,456 1,054 0.12% 0.11% 406 +320 4.48% Q4 2025 Jan 20, 2026
J. Derek Lewis & Associates Inc. History New 7,431 1,051 0.25% — 407 +7,431 New Q4 2025 Mar 23, 2026
Avior Wealth Management, LLC History Added to 7,343 1,038 0.03% 0.03% 408 +5 0.07% Q4 2025 Jan 06, 2026
WHITTIER TRUST CO History Reduced 7,157 1,033 0.01% 0.01% 409 -36 -0.5% Q4 2025 Jan 26, 2026
Fifth Third Wealth Advisors LLC History No change 7,300 1,032 0.04% 0.04% 410 0 0.0% Q4 2025 Jan 15, 2026
Longview Financial Advisors LLC History Reduced 7,226 1,022 0.56% 0.58% 411 -46 -0.63% Q4 2025 Jan 14, 2026
CIDEL ASSET MANAGEMENT INC History Added to 7,205 1,019 0.07% 0.02% 412 +4,560 172.4% Q4 2025 Jan 21, 2026
Winthrop Advisory Group LLC History Added to 7,155 1,012 0.09% 0.08% 413 +230 3.32% Q4 2025 Jan 21, 2026
RFG Advisory, LLC History Added to 7,091 1,003 0.02% 0.01% 414 +2,275 47.24% Q4 2025 Feb 03, 2026
&PARTNERS History Added to 7,015 992 0.01% 0.01% 415 +23 0.33% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History New 6,959 984 0.0% — 416 +6,959 New Q4 2025 Feb 09, 2026
ST GERMAIN D J CO INC History No change 6,895 975 0.04% 0.04% 417 0 0.0% Q4 2025 Jan 29, 2026
Sunflower Bank, N.A. History Reduced 6,881 973 0.25% 0.23% 418 -4 -0.06% Q4 2025 Jan 09, 2026
Apollon Wealth Management, LLC History Reduced 6,808 963 0.02% 0.03% 419 -5,734 -45.72% Q4 2025 Jan 22, 2026
Wealth Architects, LLC History Reduced 6,802 962 0.09% 0.09% 420 -14 -0.21% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Added to 6,715 950 0.06% 0.05% 421 +59 0.89% Q4 2025 Feb 04, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 6,619 936 0.07% 0.06% 422 -12 -0.18% Q4 2025 Jan 23, 2026
KBC Group NV History No change 6,609 935 0.0% 0.0% 423 0 0.0% Q4 2025 Jan 26, 2026
Composition Wealth, LLC History Added to 6,545 926 0.01% 0.01% 424 +1,048 19.06% Q4 2025 Feb 02, 2026
Apeiron RIA LLC History Reduced 6,330 926 0.19% 0.2% 425 -106 -1.65% Q4 2025 Feb 03, 2026
Abound Wealth Management History No change 6,490 918 0.21% 0.22% 426 0 0.0% Q4 2025 Jan 12, 2026
BAILARD, INC. History Added to 6,413 907 0.02% 0.02% 427 +139 2.22% Q4 2025 Feb 04, 2026
Engineers Gate Manager LP History New 6,378 902 0.01% — 428 +6,378 New Q4 2025 Feb 17, 2026
SFMG, LLC History Reduced 6,362 900 0.06% 0.07% 429 -1,230 -16.2% Q4 2025 Feb 10, 2026
Ifrah Financial Services, Inc. History Reduced 6,336 896 0.23% 0.23% 430 -185 -2.84% Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Added to 6,276 887 0.02% 0.02% 431 +250 4.15% Q4 2025 Feb 13, 2026
Old Peak Finance LLC History New 6,235 882 0.54% — 432 +6,235 New Q4 2025 Feb 10, 2026
Ballew Advisors, Inc History No change 6,016 871 0.49% 0.46% 433 0 0.0% Q4 2025 Jan 14, 2026
FIDUCIENT ADVISORS LLC History Added to 6,079 860 0.11% 0.09% 434 +573 10.41% Q4 2025 Feb 10, 2026
Strategic Financial Partners, Ltd. History Added to 6,068 858 0.37% 0.36% 435 +448 7.97% Q4 2025 Feb 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 6,056 857 0.3% 0.12% 436 +5,626 1308.37% Q4 2025 Jan 20, 2026
EIGHT 31 FINANCIAL, LLC History Added to 5,942 840 0.46% 0.43% 437 +425 7.7% Q4 2025 Feb 12, 2026
WEXFORD CAPITAL LP History No change 5,931 839 0.16% 0.12% 438 0 0.0% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 5,919 837 0.02% 0.02% 439 +210 3.68% Q4 2025 Feb 17, 2026
Signet Private Wealth LLC History New 5,915 836 0.8% — 441 +5,915 New Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Reduced 5,911 836 0.01% 0.01% 440 -605 -9.28% Q4 2025 Jan 13, 2026
Bellwether Advisors, LLC History Added to 5,858 828 0.13% 0.13% 442 +142 2.48% Q4 2025 Feb 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History New 5,845 827 0.05% — 443 +5,845 New Q4 2025 Jan 13, 2026
RiverTree Advisors, LLC History Added to 5,839 826 0.53% 0.29% 444 +2,553 77.69% Q4 2025 Jan 15, 2026
Joel Isaacson & Co., LLC History No change 5,828 824 0.03% 0.03% 445 0 0.0% Q4 2025 Jan 30, 2026
McHugh Group, LLC History Added to 5,800 820 0.47% 0.33% 446 +1,800 45.0% Q4 2025 Feb 02, 2026
Chicago Partners Investment Group LLC History Added to 5,585 810 0.02% 0.02% 447 +1 0.02% Q4 2025 Jan 28, 2026
Pinnacle Financial Partners, Inc. History New 5,681 803 0.01% — 448 +5,681 New Q4 2025 Feb 18, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 5,640 798 0.13% 0.12% 449 +220 4.06% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 5,550 785 0.02% 0.01% 451 +800 16.84% Q4 2025 Feb 17, 2026
Dana Investment Advisors, Inc. History Added to 5,552 785 0.02% 0.02% 450 +346 6.65% Q4 2025 Feb 05, 2026
LRI Investments, LLC History Added to 5,535 783 0.06% 0.01% 452 +4,314 353.32% Q4 2025 Feb 04, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 5,497 782 0.05% 0.06% 453 -174 -3.07% Q4 2025 Jan 15, 2026
Cedarwood Wealth LLC History New 5,358 780 0.87% — 454 +5,358 New Q4 2025 Mar 05, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 5,501 778 0.53% — 455 +5,501 New Q4 2025 Feb 17, 2026
Evolution Wealth Advisors, LLC History Added to 5,457 772 0.08% 0.1% 456 +9 0.17% Q4 2025 Jan 12, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 5,434 768 0.02% 0.02% 457 -39 -0.71% Q4 2025 Feb 10, 2026
Great Point Wealth Advisors, LLC History New 5,427 767 0.14% — 458 +5,427 New Q4 2025 Jan 26, 2026
Aaron Wealth Advisors LLC History No change 5,366 759 0.04% 0.04% 459 0 0.0% Q4 2025 Jan 21, 2026
Asempa Wealth Advisors History New 5,259 744 0.64% — 460 +5,259 New Q4 2025 Jan 08, 2026
Kestra Advisory Services, LLC History Added to 5,220 738 0.0% 0.0% 461 +1,441 38.13% Q4 2025 Feb 13, 2026
Annandale Capital, LLC History No change 5,212 737 0.09% 0.12% 462 0 0.0% Q4 2025 Feb 12, 2026
K.J. Harrison & Partners Inc History Added to 5,179 732 0.1% 0.08% 463 +1,044 25.25% Q4 2025 Feb 03, 2026
Capital Investment Advisors, LLC History Reduced 5,178 732 0.01% 0.01% 464 -378 -6.8% Q4 2025 Jan 13, 2026
Souders Financial Advisors History New 5,113 723 0.08% — 465 +5,113 New Q4 2025 Feb 02, 2026
Summit Wealth Partners, LLC History No change 5,113 723 0.13% 0.13% 466 0 0.0% Q4 2025 Jan 27, 2026
Daybright Advisory Services, Inc. History New 5,044 713 0.19% — 467 +5,044 New Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Added to 5,036 712 0.0% 0.0% 468 +231 4.81% Q4 2025 Feb 09, 2026
Cassia Capital Partners, LLC History Reduced 4,970 703 0.38% 0.39% 469 -237 -4.55% Q4 2025 Jan 16, 2026
GDS Wealth Management History Reduced 4,971 703 0.04% 0.05% 470 -45 -0.9% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 4,945 699 0.01% 0.01% 471 +1,522 44.46% Q4 2025 Jan 23, 2026
Analyst IMS Investment Management Services Ltd. History Added to 4,894 692 0.02% 0.02% 473 +200 4.26% Q4 2025 Jan 20, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 4,891 692 0.03% 0.03% 472 0 0.0% Q4 2025 Feb 02, 2026
Alpha Cubed Investments, LLC History No change 4,807 680 0.02% 0.02% 474 0 0.0% Q4 2025 Feb 03, 2026
Courage Miller Partners, LLC History No change 4,750 672 0.2% 0.2% 475 0 0.0% Q4 2025 Jan 26, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 4,715 667 0.04% 0.04% 476 +144 3.15% Q4 2025 Jan 26, 2026
Bank of Jackson Hole Trust History Reduced 4,685 662 0.31% 0.33% 477 -40 -0.85% Q4 2025 Feb 12, 2026
Pine Valley Investments Ltd Liability Co History Reduced 4,675 661 0.03% 0.03% 478 -44 -0.93% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 4,662 659 0.02% 0.02% 479 -38 -0.81% Q4 2025 Jan 21, 2026
Gutierrez Wealth Advisory, LLC History Added to 4,650 657 0.41% 0.41% 480 +41 0.89% Q4 2025 Feb 06, 2026
Clark Capital Management Group, Inc. History New 4,638 656 0.0% — 481 +4,638 New Q4 2025 Feb 17, 2026
Provenance Wealth Advisors, LLC History No change 4,614 652 0.07% 0.08% 482 0 0.0% Q4 2025 Jan 26, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Reduced 4,605 651 0.2% 0.22% 483 -112 -2.37% Q4 2025 Jan 12, 2026
Koshinski Asset Management, Inc. History Added to 4,581 648 0.04% 0.02% 484 +2,321 102.7% Q4 2025 Feb 03, 2026
New Capital Management LP History No change 4,575 647 0.16% 0.17% 485 0 0.0% Q4 2025 Jan 20, 2026
CERTUITY, LLC History No change 4,514 638 0.04% 0.04% 486 0 0.0% Q4 2025 Jan 30, 2026
Belpointe Asset Management LLC History Added to 4,450 629 0.02% 0.02% 487 +9 0.2% Q4 2025 Jan 27, 2026
Accurate Wealth Management, LLC History No change 4,313 624 0.08% 0.08% 488 0 0.0% Q4 2025 Jan 14, 2026
Syntegra Private Wealth Group, LLC History No change 4,384 620 0.06% 0.06% 489 0 0.0% Q4 2025 Feb 10, 2026
Americana Partners, LLC History Added to 4,381 619 0.02% 0.02% 490 +117 2.74% Q4 2025 Feb 06, 2026
Shum Financial Group, Inc. History Added to 4,342 614 0.44% 0.39% 491 +517 13.52% Q4 2025 Jan 15, 2026
71 West Capital Partners History New 4,337 613 0.03% — 492 +4,337 New Q4 2025 Feb 17, 2026
ROVIN CAPITAL /UT/ /ADV History No change 4,322 612 0.16% 0.15% 493 0 0.0% Q4 2025 Feb 09, 2026
Modus Advisors, LLC History No change 4,314 610 0.16% 0.16% 494 0 0.0% Q4 2025 Feb 11, 2026
Nuveen, LLC History New 5,051 603 0.0% — 495 +5,051 New Q4 2025 Feb 12, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 4,229 598 0.09% 0.09% 496 -20 -0.47% Q4 2025 Jan 13, 2026
Brightwater Advisory LLC History Reduced 4,208 595 0.4% 0.4% 497 -31 -0.73% Q4 2025 Feb 12, 2026
STOCK YARDS BANK & TRUST CO History No change 4,200 594 0.02% 0.02% 498 0 0.0% Q4 2025 Jan 21, 2026
Fairway Wealth LLC History Added to 4,128 584 0.16% 0.04% 499 +3,044 280.81% Q4 2025 Jan 28, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 4,125 583 0.04% 0.04% 500 +75 1.85% Q4 2025 Feb 04, 2026
Magnus Financial Group LLC History Reduced 4,081 577 0.04% 0.04% 502 -25 -0.61% Q4 2025 Jan 07, 2026
Archford Capital Strategies, LLC History No change 4,084 577 0.07% 0.07% 501 0 0.0% Q4 2025 Jan 15, 2026
Rather & Kittrell, Inc. History Reduced 4,061 574 0.09% 0.1% 503 -245 -5.69% Q4 2025 Jan 28, 2026
Quotient Wealth Partners, LLC History Reduced 4,040 571 0.02% 0.02% 504 -36 -0.88% Q4 2025 Jan 22, 2026
BCI SECURITIES, INC. History New 4,032 570 4.92% — 505 +4,032 New Q4 2025 Feb 17, 2026
American Trust History Added to 4,022 569 0.05% 0.05% 506 +12 0.3% Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 4,007 566 0.0% 0.0% 507 +586 17.13% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 3,956 559 0.01% 0.02% 508 +156 4.11% Q4 2025 Feb 02, 2026
OpenArc Corporate Advisory, LLC History New 3,950 558 0.01% — 509 +3,950 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History New 3,909 553 0.0% — 510 +3,909 New Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 4,839 550 0.01% 0.01% 511 +123 2.61% Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History No change 3,892 550 0.01% 0.01% 512 0 0.0% Q4 2025 Feb 02, 2026
CAPE ANN SAVINGS BANK History No change 3,863 546 0.28% 0.29% 513 0 0.0% Q4 2025 Jan 28, 2026
Leo Wealth, LLC History Added to 3,842 543 0.04% 0.06% 514 +729 23.42% Q4 2025 Jan 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 3,829 541 0.01% — 515 +3,829 New Q4 2025 Feb 09, 2026
Redwood Investment Management, LLC History Reduced 3,800 538 0.06% 0.06% 516 -29 -0.76% Q4 2025 Feb 17, 2026
ONE Advisory Partners, LLC History No change 3,763 532 0.16% 0.16% 517 0 0.0% Q4 2025 Jan 12, 2026
STEPHENS INC /AR/ History No change 3,744 529 0.01% 0.01% 518 0 0.0% Q4 2025 Feb 05, 2026
Clearview Wealth Advisors LLC History No change 3,742 529 0.34% 0.33% 519 0 0.0% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 3,720 526 0.01% 0.01% 520 +731 24.46% Q4 2025 Feb 06, 2026
Perigon Wealth Management, LLC History Added to 3,690 522 0.01% 0.01% 521 +1,178 46.89% Q4 2025 Jan 16, 2026
SHP Wealth Management History New 3,683 521 0.04% — 522 +3,683 New Q4 2025 Mar 04, 2026
Belvedere Trading LLC History New 3,675 519 0.0% — 523 +3,675 New Q4 2025 Feb 10, 2026
Johnson Financial Group, LLC History New 3,653 516 0.03% — 524 +3,653 New Q4 2025 Feb 10, 2026
Total Clarity Wealth Management, Inc. History Reduced 3,650 516 0.12% 0.15% 525 -400 -9.88% Q4 2025 Feb 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 3,619 515 0.0% — 526 +3,619 New Q4 2025 Feb 05, 2026
ALTFEST L J & CO INC History Added to 3,618 511 0.06% 0.06% 527 +8 0.22% Q4 2025 Jan 23, 2026
HBK Sorce Advisory LLC History Added to 3,454 505 0.01% 0.01% 528 +62 1.83% Q4 2025 Feb 09, 2026
Wilmington Savings Fund Society, FSB History No change 3,550 502 0.01% 0.01% 529 0 0.0% Q4 2025 Feb 12, 2026
Genesis Wealth Advisors, LLC History No change 3,555 502 0.34% 0.35% 530 0 0.0% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Reduced 3,518 497 0.01% 0.01% 531 -2 -0.06% Q4 2025 Feb 13, 2026
Balentine LLC History Reduced 3,497 494 0.02% 0.03% 532 -1,527 -30.39% Q4 2025 Feb 02, 2026
HANCOCK WHITNEY CORP History Added to 3,486 493 0.01% 0.01% 533 +1 0.03% Q4 2025 Feb 17, 2026
AA Financial Advisors, LLC History No change 3,456 488 0.09% 0.09% 534 0 0.0% Q4 2025 Jan 14, 2026
CREDIT AGRICOLE S A History New 3,447 487 0.0% — 535 +3,447 New Q4 2025 Feb 17, 2026
Allworth Financial LP History New 3,432 485 0.0% — 537 +3,432 New Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Added to 3,430 485 0.01% 0.01% 536 +20 0.59% Q4 2025 Feb 02, 2026
Aptus Capital Advisors, LLC History Added to 3,409 482 0.0% 0.0% 538 +89 2.68% Q4 2025 Feb 13, 2026
First Citizens Asset Management, Inc. History Reduced 3,361 475 0.17% 0.18% 539 -332 -8.99% Q4 2025 Feb 05, 2026
Arax Advisory Partners History New 3,284 464 0.01% — 540 +3,284 New Q4 2025 Feb 13, 2026
Stonebridge Financial Group, LLC History Added to 3,280 464 0.04% 0.04% 541 +41 1.27% Q4 2025 Jan 21, 2026
Midwestern Financial, LLC /IA History Reduced 3,275 463 0.38% 0.46% 542 -644 -16.43% Q4 2025 Feb 06, 2026
High Probability Advisors, LLC History No change 3,253 460 0.06% 0.06% 543 0 0.0% Q4 2025 Jan 29, 2026
FSM Wealth Advisors, LLC History Reduced 3,234 457 0.06% 0.08% 546 -756 -18.95% Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History Reduced 3,231 457 0.01% 0.01% 544 -32 -0.98% Q4 2025 Jan 21, 2026
GM Advisory Group, LLC History Added to 3,235 457 0.02% 0.02% 545 +1 0.03% Q4 2025 Feb 13, 2026
TKG Advisors, LLC History Added to 3,197 452 0.18% 0.16% 547 +476 17.49% Q4 2025 Jan 29, 2026
WEDBUSH SECURITIES INC History Reduced 3,186 451 0.01% 0.03% 549 -3,011 -48.59% Q4 2025 Feb 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 3,194 451 0.01% 0.01% 548 0 0.0% Q4 2025 Feb 09, 2026
LVW Advisors, LLC History Reduced 3,179 449 0.05% 0.05% 550 -69 -2.12% Q4 2025 Jan 14, 2026
BEARING POINT CAPITAL, LLC History New 3,132 443 0.07% — 551 +3,132 New Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,096 438 0.01% 0.01% 552 0 0.0% Q4 2025 Feb 09, 2026
FIRST HAWAIIAN BANK History No change 3,083 436 0.06% 0.05% 553 0 0.0% Q4 2025 Jan 05, 2026
OAK HARBOR WEALTH PARTNERS, LLC History No change 3,000 424 0.1% 0.1% 554 0 0.0% Q4 2025 Feb 02, 2026
New Republic Capital, LLC History Reduced 2,979 421 0.11% 0.13% 555 -40 -1.32% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Added to 2,966 419 0.01% 0.01% 556 +96 3.34% Q4 2025 Feb 09, 2026
Qube Research & Technologies Ltd History Reduced 2,951 417 0.0% 0.01% 557 -48,988 -94.32% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 2,945 416 0.0% 0.0% 558 0 0.0% Q4 2025 Feb 11, 2026
Ruggaard & Associates LLC History Reduced 2,903 410 0.16% 0.15% 560 -20 -0.68% Q4 2025 Feb 20, 2026
Rossmore Private Capital History No change 2,900 410 0.04% 0.04% 559 0 0.0% Q4 2025 Feb 05, 2026
M&T BANK CORP History Reduced 2,896 409 0.0% 0.0% 561 -35 -1.19% Q4 2025 Jan 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 2,887 408 0.0% 0.0% 562 0 0.0% Q4 2025 Jan 30, 2026
Allen Capital Group, LLC History Reduced 2,882 407 0.04% 0.04% 563 -269 -8.54% Q4 2025 Feb 09, 2026
Orin Green Financial, LLC History Added to 2,874 406 0.16% 0.14% 564 +324 12.71% Q4 2025 Feb 06, 2026
Sequent Asset Management, LLC History No change 2,852 404 0.18% 0.19% 565 0 0.0% Q4 2025 Feb 10, 2026
Hoxton Planning & Management, LLC History Reduced 2,837 401 0.12% 0.13% 567 -129 -4.35% Q4 2025 Feb 11, 2026
Regal Investment Advisors LLC History Added to 2,840 401 0.02% 0.03% 566 +42 1.5% Q4 2025 Feb 17, 2026
Brand Asset Management Group, Inc. History Added to 2,783 393 0.11% 0.11% 568 +20 0.72% Q4 2025 Feb 11, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,768 391 0.0% 1.97% 569 -304 -9.9% Q4 2025 Feb 17, 2026
LWM ADVISORS INC History No change 2,753 389 0.34% 0.34% 570 0 0.0% Q4 2025 Jan 09, 2026
Portland Global Advisors LLC History No change 2,726 385 0.04% 0.04% 571 0 0.0% Q4 2025 Feb 10, 2026
Magnolia Private Wealth, LLC History Added to 2,719 384 0.27% 0.2% 574 +774 39.79% Q4 2025 Feb 06, 2026
Garde Capital, Inc. History Reduced 2,717 384 0.02% 0.02% 572 -627 -18.75% Q4 2025 Feb 10, 2026
Global Strategic Investment Solutions, LLC History No change 2,717 384 0.04% 0.04% 573 0 0.0% Q4 2025 Jan 29, 2026
Trivium Point Advisory, LLC History Reduced 2,703 382 0.04% 0.04% 575 -147 -5.16% Q4 2025 Jan 26, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 2,697 381 0.0% 0.0% 576 0 0.0% Q4 2025 Feb 03, 2026
Stonebridge Capital Advisors LLC History No change 2,694 381 0.03% 0.03% 577 0 0.0% Q4 2025 Feb 12, 2026
FULTON BANK, N.A. History No change 2,686 380 0.01% 0.01% 578 0 0.0% Q4 2025 Jan 08, 2026
SmartHarvest Portfolios, LLC History New 2,670 377 0.13% — 579 +2,670 New Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Added to 2,662 376 0.0% 0.0% 580 +405 17.94% Q4 2025 Feb 13, 2026
SAXON INTERESTS, INC. History No change 2,620 370 0.13% 0.14% 581 0 0.0% Q4 2025 Feb 13, 2026
Balboa Wealth Partners History Reduced 2,595 367 0.06% 0.06% 582 -25 -0.95% Q4 2025 Jan 16, 2026
Hamilton Wealth, LLC History Reduced 2,587 365 0.07% 0.08% 583 -243 -8.59% Q4 2025 Feb 19, 2026
Gladstone Institutional Advisory LLC History Reduced 2,569 363 0.01% 0.02% 585 -339 -11.66% Q4 2025 Feb 17, 2026
Bridgewater Advisors Inc. History Added to 2,521 363 0.02% 0.02% 584 +2 0.08% Q4 2025 Jan 23, 2026
Seven Post Investment Office LP History No change 2,488 352 0.13% 0.12% 586 0 0.0% Q4 2025 Jan 29, 2026
Essex Bank History No change 2,473 349 0.08% 0.08% 587 0 0.0% Q4 2025 Feb 02, 2026
Warburton Capital Management, LLC History Added to 2,420 342 0.19% 0.2% 588 +21 0.88% Q4 2025 Jan 23, 2026
Atlas Legacy Advisors, LLC History Added to 2,412 341 0.06% 0.06% 590 +187 8.4% Q4 2025 Jan 29, 2026
Provident Wealth Management, LLC History No change 2,417 341 0.1% 0.1% 589 0 0.0% Q4 2025 Jan 28, 2026
LEUTHOLD GROUP, LLC History Added to 2,388 337 0.04% 0.03% 591 +483 25.35% Q4 2025 Feb 05, 2026
LEE DANNER & BASS INC History No change 2,372 335 0.02% 0.02% 592 0 0.0% Q4 2025 Jan 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 2,362 334 0.01% 0.01% 593 0 0.0% Q4 2025 Feb 13, 2026
Highlander Partners, L.P. History No change 2,360 333 0.12% 0.11% 594 0 0.0% Q4 2025 Feb 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,349 332 0.0% 0.0% 595 0 0.0% Q4 2025 Feb 12, 2026
Summit Financial Strategies, Inc. History No change 2,351 332 0.03% 0.03% 596 0 0.0% Q4 2025 Jan 27, 2026
Friedenthal Financial History Reduced 2,339 330 0.17% 0.17% 597 -63 -2.62% Q4 2025 Jan 27, 2026
44 WEALTH MANAGEMENT LLC History New 2,298 325 0.11% — 598 +2,298 New Q4 2025 Feb 09, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 2,290 324 0.0% 0.0% 599 0 0.0% Q4 2025 Feb 12, 2026
Ironwood Wealth Management, LLC. History Added to 2,280 322 0.09% 0.09% 601 +346 17.89% Q4 2025 Feb 02, 2026
Capasso Planning Partners LLC History Reduced 2,283 322 0.18% 0.2% 602 -30 -1.3% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History No change 2,281 322 0.02% 0.02% 600 0 0.0% Q4 2025 Feb 10, 2026
Weil Company, Inc. History Reduced 2,262 320 0.07% 0.08% 603 -36 -1.57% Q4 2025 Jan 14, 2026
Baker Avenue Asset Management, LP History No change 2,257 319 0.01% 0.01% 604 0 0.0% Q4 2025 Feb 10, 2026
McNamara Financial Services, Inc. History Added to 2,232 315 0.06% 0.05% 605 +223 11.1% Q4 2025 Jan 21, 2026
Chesley Taft & Associates LLC History No change 2,220 314 0.01% 0.01% 606 0 0.0% Q4 2025 Jan 14, 2026
Wedmont Private Capital History New 2,163 311 0.01% — 608 +2,163 New Q4 2025 Jan 08, 2026
Fort Point Capital Partners LLC History No change 2,146 311 0.03% 0.03% 607 0 0.0% Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Added to 2,184 309 0.02% 0.02% 609 +19 0.88% Q4 2025 Feb 18, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 2,167 306 0.0% 0.0% 610 +600 38.29% Q4 2025 Feb 13, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 2,160 305 0.04% 0.05% 611 0 0.0% Q4 2025 Jan 23, 2026
NOTTINGHAM ADVISORS, INC. History No change 2,149 304 0.04% 0.04% 612 0 0.0% Q4 2025 Jan 26, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2,130 301 0.1% 0.11% 613 0 0.0% Q4 2025 Jan 20, 2026
Bulltick Wealth Management, LLC History Reduced 2,108 298 0.06% 0.1% 615 -800 -27.51% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History No change 2,111 298 0.03% 0.03% 614 0 0.0% Q4 2025 Jan 16, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 2,095 296 0.01% — 616 +2,095 New Q4 2025 Feb 19, 2026
CURA WEALTH ADVISORS, LLC History Added to 2,095 296 0.11% 0.11% 618 +5 0.24% Q4 2025 Jan 23, 2026
Traveka Wealth, LLC History No change 2,096 296 0.12% 0.13% 617 0 0.0% Q4 2025 Jan 08, 2026
Alhambra Investment Management LLC History Reduced 2,087 295 0.14% 0.2% 619 -962 -31.55% Q4 2025 Jan 15, 2026
Frederick Financial Consultants, LLC History Added to 2,086 295 0.16% 0.15% 620 +124 6.32% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Reduced 2,082 294 0.01% 0.01% 623 -263 -11.22% Q4 2025 Jan 29, 2026
Windsor Advisory Group, LLC History Added to 2,085 294 0.26% 0.25% 621 +2 0.1% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History No change 2,082 294 0.03% 0.03% 622 0 0.0% Q4 2025 Jan 29, 2026
Eagle Strategies LLC History Reduced 2,050 290 0.04% 0.04% 624 -5 -0.24% Q4 2025 Jan 23, 2026
Blue Chip Partners, LLC History Added to 2,040 288 0.02% 0.02% 625 +15 0.74% Q4 2025 Feb 18, 2026
Thrive Capital Management, LLC History Reduced 2,034 287 0.06% 0.1% 626 -726 -26.3% Q4 2025 Feb 09, 2026
Global Assets Advisory, LLC History No change 2,034 287 0.08% 0.08% 627 0 0.0% Q4 2025 Feb 09, 2026
Evernest Financial Advisors, LLC History No change 1,948 287 0.06% 0.08% 628 0 0.0% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History No change 2,013 284 0.01% 0.02% 629 0 0.0% Q4 2025 Mar 04, 2026
ELEVATUS WELATH MANAGEMENT History No change 2,006 283 0.08% 0.08% 630 0 0.0% Q4 2025 Jan 14, 2026
Kestra Investment Management, LLC History Reduced 1,997 282 0.01% 0.01% 634 -285 -12.49% Q4 2025 Feb 09, 2026
Gruss & Co., LLC History No change 2,000 282 0.62% 0.72% 631 0 0.0% Q4 2025 Feb 10, 2026
Community Bank, N.A. History No change 2,000 282 0.03% 0.03% 632 0 0.0% Q4 2025 Feb 04, 2026
Port Capital LLC History No change 2,000 282 0.01% 0.01% 633 0 0.0% Q4 2025 Feb 17, 2026
XPONANCE LLC History New 1,993 281 0.0% — 635 +1,993 New Q4 2025 Feb 12, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,985 280 0.01% 0.01% 636 0 0.0% Q4 2025 Jan 12, 2026
Investment Partners Asset Management, Inc. History Added to 1,941 274 0.17% 0.14% 637 +435 28.88% Q4 2025 Jan 15, 2026
Orion Porfolio Solutions, LLC History Reduced 1,912 270 0.0% 0.0% 638 -137 -6.69% Q4 2025 Feb 12, 2026
BlackDiamond Wealth Management, LLC History New 1,794 264 0.13% — 639 +1,794 New Q4 2025 Feb 10, 2026
Symmetry Partners, LLC History No change 1,854 262 0.02% 0.03% 640 0 0.0% Q4 2025 Jan 27, 2026
Concurrent Investment Advisors, LLC History New 1,850 261 0.0% — 641 +1,850 New Q4 2025 Jan 29, 2026
GR FINANCIAL GROUP, LLC History Added to 1,837 259 0.06% 0.06% 642 +16 0.88% Q4 2025 Feb 05, 2026
Veridan Wealth LLC History Added to 1,819 257 0.09% 0.09% 644 +10 0.55% Q4 2025 Feb 13, 2026
EMORY UNIVERSITY History No change 1,817 257 0.16% 0.16% 643 0 0.0% Q4 2025 Feb 11, 2026
SVB WEALTH LLC History Reduced 1,796 254 0.01% 0.01% 645 -40 -2.18% Q4 2025 Feb 04, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1,797 254 0.02% 0.02% 646 0 0.0% Q4 2025 Feb 23, 2026
Fortis Capital Management LLC History New 1,794 253 0.03% — 647 +1,794 New Q4 2025 Feb 13, 2026
GEN Financial Management, INC. History No change 1,788 252 0.16% 0.21% 648 0 0.0% Q4 2025 Jan 15, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 1,775 251 0.02% 0.01% 649 0 0.0% Q4 2025 Jan 20, 2026
Schrum Private Wealth Management LLC History No change 1,761 249 0.18% 0.18% 650 0 0.0% Q4 2025 Feb 17, 2026
Westmount Partners, LLC History Reduced 1,748 247 0.06% 0.06% 653 -22 -1.24% Q4 2025 Jan 15, 2026
Palisade Asset Management, LLC History No change 1,749 247 0.02% 0.02% 651 0 0.0% Q4 2025 Feb 13, 2026
Private Advisory Group LLC History No change 1,747 247 0.02% 0.02% 652 0 0.0% Q4 2025 Jan 15, 2026
Rodgers & Associates, LTD History No change 1,739 246 0.02% 0.02% 654 0 0.0% Q4 2025 Jan 22, 2026
GSG Advisors LLC History No change 1,745 246 0.06% 0.06% 655 0 0.0% Q4 2025 Jan 08, 2026
RPg Family Wealth Advisory, LLC History Reduced 1,725 244 0.05% 0.05% 656 -40 -2.27% Q4 2025 Feb 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 1,716 242 0.05% 0.05% 657 0 0.0% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History No change 1,700 240 0.01% 0.01% 658 0 0.0% Q4 2025 Feb 03, 2026
Allie Family Office LLC History No change 1,699 240 0.11% 0.11% 659 0 0.0% Q4 2025 Feb 13, 2026
SSA SWISS ADVISORS AG History Reduced 1,683 238 0.11% 0.12% 660 -265 -13.6% Q4 2025 Feb 26, 2026
Oldfather Financial Services, LLC History Added to 1,678 237 0.07% 0.07% 661 +1 0.06% Q4 2025 Jan 16, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 1,665 236 0.18% 0.18% 662 0 0.0% Q4 2025 Jan 27, 2026
Coastal Bridge Advisors, LLC History New 1,656 234 0.02% — 663 +1,656 New Q4 2025 Feb 18, 2026
DORVAL Corp History Added to 1,651 233 0.07% 0.07% 664 +12 0.73% Q4 2025 Jan 26, 2026
NDVR, Inc. History New 1,645 232 0.19% — 666 +1,645 New Q4 2025 Feb 12, 2026
Gibson Capital, LLC History Reduced 1,644 232 0.04% 0.04% 665 -1 -0.06% Q4 2025 Feb 05, 2026
PRIVATE TRUST CO NA History No change 1,634 231 0.02% 0.02% 667 0 0.0% Q4 2025 Jan 26, 2026
CGN Advisors LLC History No change 1,617 228 0.02% 0.02% 668 0 0.0% Q4 2025 Jan 05, 2026
Bison Wealth, LLC History New 1,662 226 0.03% — 671 +1,662 New Q4 2025 Mar 24, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 1,597 226 0.02% 0.02% 670 -81 -4.83% Q4 2025 Feb 02, 2026
BOSTON FAMILY OFFICE LLC History No change 1,600 226 0.01% 0.01% 669 0 0.0% Q4 2025 Feb 13, 2026
John W. Brooker & Co., CPAs History Added to 1,595 225 0.4% 0.44% 672 +12 0.76% Q4 2025 Jan 13, 2026
FLC Capital Advisors History No change 1,586 224 0.04% 0.04% 673 0 0.0% Q4 2025 Feb 11, 2026
SC&H Financial Advisors, Inc. History No change 1,563 221 0.03% 0.04% 674 0 0.0% Q4 2025 Jan 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 1,558 220 0.0% 0.0% 675 +34 2.23% Q4 2025 Feb 06, 2026
Advance Capital Management, Inc. History Added to 1,556 220 0.01% 0.01% 676 +2 0.13% Q4 2025 Jan 06, 2026
Silicon Valley Capital Partners History Added to 1,554 219 0.02% 0.02% 677 +14 0.91% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History No change 1,550 219 0.04% 0.04% 678 0 0.0% Q4 2025 Jan 20, 2026
Quadrant Private Wealth Management, LLC History New 1,545 218 0.04% — 680 +1,545 New Q4 2025 Jan 26, 2026
Goelzer Investment Management, Inc. History No change 1,546 218 0.01% 0.01% 679 0 0.0% Q4 2025 Jan 14, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 1,535 217 0.03% 0.03% 681 0 0.0% Q4 2025 Feb 17, 2026
VestGen Investment Management History New 1,526 215 0.12% — 682 +1,526 New Q4 2025 Feb 18, 2026
CWA Asset Management Group, LLC History New 1,522 215 0.01% — 683 +1,522 New Q4 2025 Jan 07, 2026
TCP Asset Management, LLC History No change 1,525 215 0.04% 0.04% 684 0 0.0% Q4 2025 Jan 07, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 1,513 214 0.08% 0.13% 685 -835 -35.56% Q4 2025 Jan 30, 2026
Mill Capital Management, LLC History New 1,500 212 0.02% — 687 +1,500 New Q4 2025 Feb 11, 2026
BOYUM WEALTH ARCHITECTS LLC History New 1,461 212 0.1% — 688 +1,461 New Q4 2025 Jan 26, 2026
ICON ADVISERS INC/CO History No change 1,500 212 0.05% 0.05% 686 0 0.0% Q4 2025 Feb 13, 2026
KINTRA WEALTH, LLC History No change 1,490 210 0.03% 0.12% 689 0 0.0% Q4 2025 Feb 18, 2026
One Capital Management, LLC History New 1,479 209 0.01% — 690 +1,479 New Q4 2025 Feb 10, 2026
Apella Capital, LLC History No change 1,479 209 0.0% 0.0% 691 0 0.0% Q4 2025 Jan 21, 2026
CATHY PARETO & ASSOCIATES, INC History No change 1,477 208 0.14% 0.15% 692 0 0.0% Q4 2025 Jan 23, 2026
Visionary Wealth Advisors History No change 1,468 207 0.01% 0.01% 693 0 0.0% Q4 2025 Feb 13, 2026
TOTAL INVESTMENT MANAGEMENT INC History New 1,457 206 0.03% — 694 +1,457 New Q4 2025 Feb 03, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History New 1,450 205 0.02% — 695 +1,450 New Q4 2025 Jan 15, 2026
Empower Advisory Group, LLC History New 1,449 205 0.0% — 696 +1,449 New Q4 2025 Feb 12, 2026
Elyxium Wealth, LLC History New 1,444 204 0.06% — 699 +1,444 New Q4 2025 Feb 05, 2026
Meridian Financial Partners LLC History New 1,418 204 0.08% — 697 +1,418 New Q4 2025 Feb 05, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,443 204 0.03% 0.04% 698 0 0.0% Q4 2025 Feb 10, 2026
Apollon Financial, LLC History New 1,425 201 0.03% — 700 +1,425 New Q4 2025 Jan 22, 2026
LANDAAS & CO /WI /ADV History New 1,419 200 0.04% — 701 +1,419 New Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History Reduced 1,349 190 0.01% 0.02% 702 -1,939 -58.97% Q4 2025 Feb 17, 2026
Bank of New Hampshire History New 1,339 189 0.04% — 703 +1,339 New Q4 2025 Mar 16, 2026
Granite FO LLC History No change 1,295 183 0.1% 0.1% 704 0 0.0% Q4 2025 Feb 06, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 1,256 177 0.0% 0.15% 705 -384,528 -99.67% Q4 2025 Feb 05, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,223 173 0.0% 0.0% 706 -22 -1.77% Q4 2025 Feb 09, 2026
Pinnacle Wealth Planning Services, Inc. History New 1,172 165 0.02% — 707 +1,172 New Q4 2025 Feb 13, 2026
American Wealth Advisors, LLC History Added to 1,140 161 0.16% 0.15% 708 +10 0.88% Q4 2025 Jan 26, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 1,126 159 0.0% 0.0% 709 +622 123.41% Q4 2025 Feb 05, 2026
AE Wealth Management LLC History Added to 1,107 156 0.0% 0.0% 710 +250 29.17% Q4 2025 Jan 26, 2026
Solstein Capital, LLC History No change 1,100 155 0.06% 0.03% 711 0 0.0% Q4 2025 Feb 13, 2026
HARRIS ASSOCIATES L P History No change 1,092 154 0.0% 0.0% 712 0 0.0% Q4 2025 Feb 17, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,044 147 0.02% 0.02% 713 0 0.0% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Added to 1,036 146 0.0% — 714 +1,035 103500.0% Q4 2025 Feb 06, 2026
Smartleaf Asset Management LLC History Reduced 1,021 145 0.01% 0.01% 715 -4 -0.39% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 1,014 143 0.0% 0.0% 716 -314 -23.64% Q4 2025 Feb 11, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,001 141 0.06% 0.06% 717 0 0.0% Q4 2025 Jan 30, 2026
BIRCHBROOK, INC. History Added to 982 138 0.07% 0.07% 718 +3 0.31% Q4 2025 Feb 04, 2026
Cedar Wealth Management, LLC History No change 965 136 0.04% 0.04% 719 0 0.0% Q4 2025 Feb 06, 2026
Manchester Capital Management LLC History Reduced 900 127 0.02% 0.02% 720 -270 -23.08% Q4 2025 Feb 11, 2026
HighMark Wealth Management LLC History Added to 885 125 0.05% 0.05% 721 +8 0.91% Q4 2025 Feb 05, 2026
IAG Wealth Partners, LLC History No change 875 123 0.01% 0.01% 722 0 0.0% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History No change 850 120 0.0% 0.0% 723 0 0.0% Q4 2025 Jan 27, 2026
Rosenberg Matthew Hamilton History No change 786 111 0.02% 0.02% 724 0 0.0% Q4 2025 Jan 05, 2026
ENTRUST FINANCIAL LLC History New 746 105 0.08% — 725 +746 New Q4 2025 Feb 06, 2026
Spire Wealth Management History Reduced 703 99 0.0% 0.0% 726 -350 -33.24% Q4 2025 Jan 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 681 96 0.0% — 727 +681 New Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History No change 675 95 0.0% 0.0% 728 0 0.0% Q4 2025 Feb 04, 2026
MTM Investment Management, LLC History No change 675 95 0.03% 0.03% 729 0 0.0% Q4 2025 Feb 09, 2026
Pandora Wealth, Inc. History No change 640 90 0.05% 0.05% 730 0 0.0% Q4 2025 Feb 04, 2026
BOKF, NA History New 620 87 0.0% — 731 +620 New Q4 2025 Feb 03, 2026
IMA Advisory Services, Inc. History Added to 601 85 0.01% 0.01% 732 +5 0.84% Q4 2025 Feb 11, 2026
BigSur Wealth Management LLC History No change 600 84 0.02% 0.02% 733 0 0.0% Q4 2025 Jan 27, 2026
CVA Family Office, LLC History No change 594 84 0.01% 0.01% 734 0 0.0% Q4 2025 Jan 12, 2026
MidAtlantic Capital Management, Inc. History New 562 79 0.05% — 736 +562 New Q4 2025 Feb 10, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 565 79 0.22% 0.22% 735 0 0.0% Q4 2025 Feb 17, 2026
Rakuten Securities, Inc. History New 505 71 0.02% — 737 +505 New Q4 2025 Jan 29, 2026
AMERICAN NATIONAL BANK & TRUST History No change 500 70 0.01% 0.01% 738 0 0.0% Q4 2025 Jan 20, 2026
CNB Bank History No change 500 70 0.03% 0.03% 739 0 0.0% Q4 2025 Feb 11, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 495 70 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 22, 2026
Rialto Wealth Management, LLC History No change 500 70 0.02% 0.02% 741 0 0.0% Q4 2025 Jan 12, 2026
Anchor Investment Management, LLC History No change 462 65 0.01% 0.01% 742 0 0.0% Q4 2025 Feb 26, 2026
Centerpoint Advisors, LLC History No change 460 65 0.02% 0.02% 743 0 0.0% Q4 2025 Feb 13, 2026
10Elms LLP History No change 432 61 0.06% 0.05% 744 0 0.0% Q4 2025 Feb 13, 2026
Costello Asset Management, INC History Added to 426 60 0.02% 0.02% 745 +4 0.95% Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History Added to 378 53 0.01% 0.01% 746 +5 1.34% Q4 2025 Jan 29, 2026
BOK Financial Private Wealth, Inc. History No change 340 48 0.0% 0.0% 747 0 0.0% Q4 2025 Feb 06, 2026
Pacifica Partners Inc. History No change 339 48 0.02% 0.02% 748 0 0.0% Q4 2025 Jan 09, 2026
Rossby Financial, LCC History No change 338 47 0.01% 0.01% 749 0 0.0% Q4 2025 Feb 12, 2026
DiNuzzo Private Wealth, Inc. History Reduced 325 45 0.0% 0.0% 751 -3 -0.91% Q4 2025 Jan 16, 2026
HM PAYSON & CO History No change 325 45 0.0% 0.0% 750 0 0.0% Q4 2025 Feb 12, 2026
Financial Gravity Asset Management, Inc. History No change 260 36 0.01% 0.01% 752 0 0.0% Q4 2025 Feb 13, 2026
MRP Capital Investments, LLC History No change 257 36 0.03% 0.03% 753 0 0.0% Q4 2025 Feb 09, 2026
McIlrath & Eck, LLC History Reduced 241 34 0.0% 0.0% 755 -71 -22.76% Q4 2025 Feb 03, 2026
Richard Bernstein Advisors LLC History Reduced 243 34 0.0% 0.0% 754 -1 -0.41% Q4 2025 Feb 03, 2026
DB Fitzpatrick & Co, Inc History No change 230 32 0.03% 0.03% 756 0 0.0% Q4 2025 Jan 15, 2026
Breakwater Investment Management History No change 232 32 0.01% 0.01% 757 0 0.0% Q4 2025 Feb 02, 2026
Smith & Howard Wealth Management, LLC History New 200 31 0.01% — 758 +200 New Q4 2025 Feb 03, 2026
Root Financial Partners, LLC History Added to 216 30 0.0% — 759 +213 7100.0% Q4 2025 Feb 10, 2026
Westside Investment Management, Inc. History No change 205 29 0.0% 0.0% 760 0 0.0% Q4 2025 Jan 23, 2026
Godfrey Financial Associates, Inc. History New 193 27 0.02% — 762 +193 New Q4 2025 Feb 10, 2026
Triumph Capital Management History New 192 27 0.01% — 761 +192 New Q4 2025 Feb 12, 2026
Quent Capital, LLC History Added to 181 25 0.0% 0.0% 763 +1 0.56% Q4 2025 Jan 29, 2026
CX Institutional History Added to 166 24 0.0% 0.0% 765 +1 0.61% Q4 2025 Feb 02, 2026
Cranbrook Wealth Management, LLC History No change 171 24 0.0% 0.0% 764 0 0.0% Q4 2025 Jan 28, 2026
PROSPERITY BANCSHARES INC History New 169 23 0.02% — 767 +169 New Q4 2025 Feb 17, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History New 160 23 0.0% — 766 +160 New Q4 2025 Jan 28, 2026
Winch Advisory Services, LLC History Reduced 164 23 0.01% 0.01% 768 -5 -2.96% Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History No change 165 23 0.01% 0.01% 769 0 0.0% Q4 2025 Feb 11, 2026
CoreCap Advisors, LLC History Reduced 158 22 0.0% 0.0% 771 -311 -66.31% Q4 2025 Jan 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 153 22 0.0% 0.0% 770 +126 466.67% Q4 2025 Jan 26, 2026
Quattro Advisors LLC History New 151 21 0.02% — 772 +151 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History No change 130 18 0.0% 0.0% 773 0 0.0% Q4 2025 Feb 06, 2026
Private Wealth Asset Management, LLC History No change 116 16 0.0% 0.0% 774 0 0.0% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 108 15 0.0% 0.0% 775 +1 0.93% Q4 2025 Jan 20, 2026
WEST PACES ADVISORS INC. History No change 111 15 0.0% 0.0% 776 0 0.0% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History Reduced 99 14 0.0% 0.0% 778 -1 -1.0% Q4 2025 Jan 29, 2026
MONETARY MANAGEMENT GROUP INC History No change 100 14 0.0% 0.0% 777 0 0.0% Q4 2025 Feb 11, 2026
SJS Investment Consulting Inc. History No change 95 13 0.0% 0.0% 779 0 0.0% Q4 2025 Jan 21, 2026
Boreal Capital Management LLC History Reduced 90 12 0.01% 0.1% 781 -857 -90.5% Q4 2025 Feb 17, 2026
Operose Advisors LLC History No change 87 12 0.0% 0.0% 780 0 0.0% Q4 2025 Feb 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 76 10 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 75 10 0.0% 0.0% 783 0 0.0% Q4 2025 Jan 27, 2026
Vermillion & White Wealth Management Group, LLC History No change 63 9 0.0% 0.0% 784 0 0.0% Q4 2025 Feb 18, 2026
Cherry Tree Wealth Management, LLC History No change 68 9 0.0% 0.0% 785 0 0.0% Q4 2025 Feb 10, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 61 8 0.0% 0.01% 787 -210 -77.49% Q4 2025 Feb 09, 2026
FIRST HORIZON CORP History No change 58 8 0.0% 0.0% 786 0 0.0% Q4 2025 Jan 27, 2026
Stone House Investment Management, LLC History New 55 7 0.0% — 788 +55 New Q4 2025 Jan 21, 2026
Miller Capital Partners, Inc. History New 54 7 0.0% — 790 +54 New Q4 2025 Feb 17, 2026
Gould Capital, LLC History No change 53 7 0.0% 0.0% 789 0 0.0% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 41 5 0.0% — 791 +41 New Q4 2025 Jan 21, 2026
Keating Financial Advisory Services, Inc. History New 36 5 0.0% — 792 +36 New Q4 2025 Feb 09, 2026
American Capital Advisory, LLC History Added to 30 4 0.0% 0.0% 794 +10 50.0% Q4 2025 Jan 30, 2026
JFS WEALTH ADVISORS, LLC History Reduced 31 4 0.0% 0.0% 793 -2 -6.06% Q4 2025 Jan 14, 2026
Millstone Evans Group, LLC History No change 27 3 0.0% 0.0% 795 0 0.0% Q4 2025 Feb 02, 2026
Ameritas Investment Partners, Inc. History No change 15 2 0.0% 0.0% 796 0 0.0% Q4 2025 Feb 11, 2026
Richardson Capital Management LLC History Reduced 8 1 0.0% 0.01% 797 -80 -90.91% Q4 2025 Jan 30, 2026
FINANCIAL CONSULATE, INC History No change 14 1 0.0% 0.0% 798 0 0.0% Q4 2025 Jan 22, 2026
Privium Fund Management (UK) Ltd History Closed out 0 0 — 17.78% — -206,560 -100.0% Q3 2025 Oct 31, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.05% — -92,706 -100.0% Q3 2025 Nov 10, 2025