ASTRAZENECA PLC - AZN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 340 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
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 48,643,827 4,471,828 0.48% 0.4% 1 -480,649 -0.98% Q4 2025 Feb 17, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 36,915,261 3,393,619 2.57% 2.34% 2 -2,942,710 -7.38% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 26,356,351 2,422,939 0.18% 0.17% 3 -6,276,788 -19.23% Q4 2025 Feb 17, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 22,828,246 2,098,600 0.37% 0.43% 4 -9,471,315 -29.32% Q4 2025 Feb 17, 2026
FMR LLC History Added to 21,848,855 2,008,565 0.1% 0.09% 5 +162,535 0.75% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 21,601,433 1,985,819 0.68% 0.59% 6 +438,709 2.07% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Added to 20,157,744 1,853,101 0.45% 0.38% 7 +445,014 2.26% Q4 2025 Feb 11, 2026
Capital International Investors History Reduced 14,521,078 1,337,562 0.21% 0.31% 8 -10,531,442 -42.04% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 14,490,121 1,332,076 0.16% 0.13% 9 +643,572 4.65% Q4 2025 Mar 25, 2026
Sanders Capital, LLC History Added to 14,139,408 1,299,835 1.5% 1.33% 10 +80,726 0.57% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 13,878,726 1,275,871 0.08% 0.06% 11 +432,939 3.22% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 10,495,599 965,663 0.22% 0.1% 12 +4,788,038 83.89% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 8,081,817 742,961 1.26% 1.07% 13 -72,331 -0.89% Q4 2025 Feb 12, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 6,621,662 608,863 0.13% 0.11% 14 -184,234 -2.71% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 6,154,760 565,807 0.25% 0.13% 15 +2,231,890 56.89% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 6,113,037 561,971 0.01% 0.01% 16 +308,683 5.32% Q4 2025 Feb 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 5,547,597 509,990 0.3% 0.04% 17 +4,697,895 552.89% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 4,959,858 455,959 0.34% 0.28% 18 -107,675 -2.12% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 4,756,686 437,282 0.06% 0.05% 19 +130,245 2.82% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,418,771 406,878 0.13% 0.11% 20 +18,502 0.42% Q4 2025 Feb 18, 2026
Invesco Ltd. History Added to 4,406,716 405,109 0.06% 0.05% 21 +210,419 5.01% Q4 2025 Feb 19, 2026
Holocene Advisors, LP History Reduced 4,332,123 398,252 0.84% 1.07% 22 -1,797,071 -29.32% Q4 2025 Feb 17, 2026
FAYEZ SAROFIM & CO History Added to 4,258,640 391,496 0.94% 0.69% 23 +364,203 9.35% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 4,229,792 389,449 0.4% 0.42% 24 -1,017,657 -19.39% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History Reduced 4,204,564 386,525 0.31% 0.27% 25 -507,493 -10.77% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 4,051,646 372,462 0.11% 0.08% 26 +204,979 5.33% Q4 2025 Feb 10, 2026
Swedbank AB History Reduced 3,989,339 366,739 0.35% 0.34% 27 -375,119 -8.59% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Reduced 3,746,985 344,460 0.02% 0.02% 28 -1,077,087 -22.33% Q4 2025 Feb 11, 2026
HARRIS ASSOCIATES L P History New 3,729,731 342,874 0.43% — 29 +3,729,731 New Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 3,442,805 316,497 0.16% 0.09% 30 +1,255,755 57.42% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 3,365,329 309,375 0.05% — 31 +3,365,329 New Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 3,362,846 309,146 0.19% 0.16% 32 -322,818 -8.76% Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Reduced 3,277,737 301,322 0.1% 0.1% 33 -200,377 -5.76% Q4 2025 Feb 12, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,129,152 287,662 0.05% 0.05% 34 -173,419 -5.25% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 3,067,603 282,004 0.07% 0.02% 35 +1,725,077 128.49% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 2,878,796 264,647 0.04% 0.03% 36 +394,521 15.88% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 2,850,843 262,077 0.11% 0.1% 37 -80,802 -2.76% Q4 2025 Feb 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History Reduced 2,662,619 246,318 0.51% 0.41% 38 -1,140 -0.04% Q4 2025 Feb 09, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 2,672,165 245,501 0.24% 0.15% 39 +772,663 40.68% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 2,570,834 236,336 0.04% 0.06% 40 -2,642,851 -50.69% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,316,214 212,929 0.02% 0.02% 41 -286,469 -11.01% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,236,063 205,561 0.19% 0.09% 42 +1,116,871 99.79% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 2,183,476 200,726 0.28% 0.06% 43 +1,665,781 321.77% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 2,178,578 200,249 0.33% 0.29% 44 +49,237 2.31% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Reduced 2,053,511 188,779 0.27% 0.24% 45 -46,879 -2.23% Q4 2025 Feb 10, 2026
Point72 Asset Management, L.P. History Added to 1,907,541 175,360 0.2% 0.08% 46 +1,297,372 212.63% Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 1,806,877 166,298 0.46% 0.0% 47 +1,790,874 11190.86% Q4 2025 Feb 05, 2026
Alyeska Investment Group, L.P. History Added to 1,726,795 158,744 0.45% 0.13% 48 +1,184,630 218.5% Q4 2025 Feb 13, 2026
SATURNA CAPITAL CORP History Added to 1,635,207 150,324 1.99% 1.62% 49 +212 0.01% Q4 2025 Feb 11, 2026
Sofinnova Investments, Inc. History Added to 1,632,334 150,060 6.47% 3.46% 50 +808,401 98.11% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Added to 1,628,771 149,146 0.24% 0.03% 51 +1,437,253 750.45% Q4 2025 Jan 15, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 1,541,423 142,597 1.85% 1.72% 52 -220,770 -12.53% Q4 2025 Feb 03, 2026
CRAWFORD INVESTMENT COUNSEL INC History Reduced 1,538,963 141,476 2.36% 1.99% 53 -27,110 -1.73% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 1,538,680 141,450 0.19% 0.1% 54 +537,908 53.75% Q4 2025 Feb 02, 2026
LMR Partners LLP History Added to 1,516,498 139,411 0.26% 0.49% 55 +80,000 5.57% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,496,680 137,589 0.17% 0.08% 56 +676,618 82.51% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 1,484,312 137,043 0.16% 0.05% 57 +915,711 161.05% Q4 2025 Feb 18, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 1,421,698 130,696 0.34% 0.01% 58 +1,379,889 3300.46% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 1,347,232 123,851 0.04% 0.03% 59 -53,121 -3.79% Q4 2025 Feb 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 1,337,216 122,930 0.21% 0.14% 60 +2,656 0.2% Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Added to 1,318,719 121,229 0.48% 0.02% 61 +1,263,721 2297.76% Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History Reduced 1,293,169 118,881 0.73% 0.62% 62 -1,315 -0.1% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,288,855 118,484 0.11% 0.08% 63 +112,092 9.53% Q4 2025 Feb 13, 2026
NORGES BANK History New 1,276,181 117,319 0.01% — 64 +1,276,181 New Q4 2025 Feb 10, 2026
TWO SIGMA ADVISERS, LP History New 1,272,600 116,990 0.23% — 65 +1,272,600 New Q4 2025 Feb 17, 2026
PARNASSUS INVESTMENTS, LLC History Reduced 1,237,719 113,783 0.3% 0.23% 66 -55,285 -4.28% Q4 2025 Feb 12, 2026
JANUS HENDERSON GROUP PLC History Reduced 1,207,156 110,980 0.05% 0.05% 67 -92,730 -7.13% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 986,410 108,928 0.05% 0.07% 68 -635,894 -39.2% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 1,152,872 105,983 0.03% 0.02% 69 +84,348 7.89% Q4 2025 Feb 11, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,125,252 103,444 0.05% 0.05% 70 -49,609 -4.22% Q4 2025 Feb 02, 2026
TD ASSET MANAGEMENT INC History Added to 1,112,841 102,303 0.08% 0.07% 71 +23,229 2.13% Q4 2025 Feb 10, 2026
NICHOLAS COMPANY, INC. History Reduced 1,083,854 99,638 1.75% 1.47% 72 -44,150 -3.91% Q4 2025 Feb 04, 2026
Bank of New York Mellon Corp History Added to 1,032,000 94,871 0.02% 0.01% 73 +25,833 2.57% Q4 2025 Feb 10, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 1,010,898 92,931 1.28% 1.08% 74 -56,473 -5.29% Q4 2025 Feb 13, 2026
Erste Asset Management GmbH History Reduced 972,748 89,544 0.75% 0.7% 75 -9,900 -1.01% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 966,235 88,828 0.09% 0.06% 76 +248,961 34.71% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 965,247 88,735 0.1% 0.08% 77 +7,012 0.73% Q4 2025 Feb 06, 2026
DRW Securities, LLC History Added to 942,983 86,688 2.29% 0.44% 78 +630,370 201.65% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Added to 932,624 85,736 0.15% 0.11% 79 +277,765 42.42% Q4 2025 Feb 06, 2026
Capital World Investors History Reduced 914,079 84,127 0.01% 0.01% 80 -179,541 -16.42% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 871,656 80,131 0.06% 0.06% 81 -134,094 -13.33% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Added to 860,395 79,096 0.24% 0.18% 82 +227,810 36.01% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 842,157 77,419 0.0% 0.0% 83 -124,992 -12.92% Q4 2025 Feb 13, 2026
Aberdeen Group plc History Added to 841,574 77,365 0.12% 0.1% 84 +41,357 5.17% Q4 2025 Jan 16, 2026
JANE STREET GROUP, LLC History Reduced 827,700 76,090 0.01% 0.01% 85 -3,970 -0.48% Q4 2025 Feb 12, 2026
Epoch Investment Partners, Inc. History Reduced 827,094 76,034 0.43% 0.44% 86 -213,033 -20.48% Q4 2025 Feb 13, 2026
Phoenix Financial Ltd. History Reduced 804,400 73,947 0.8% 0.75% 87 -260 -0.03% Q4 2025 Feb 05, 2026
Assenagon Asset Management S.A. History Added to 787,084 72,356 0.1% 0.06% 88 +188,730 31.54% Q4 2025 Jan 09, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 763,309 70,170 2.53% 2.09% 89 -7,973 -1.03% Q4 2025 Jan 23, 2026
Harvest Portfolios Group Inc. History Reduced 754,813 69,389 1.21% 1.12% 90 -39,131 -4.93% Q4 2025 Feb 06, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Reduced 747,560 68,723 3.27% 2.72% 91 -5,254 -0.7% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 738,538 67,905 0.07% 0.08% 92 -124,734 -14.45% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 690,319 63,467 0.08% 0.07% 93 +17,800 2.65% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Reduced 654,439 60,162 0.11% 0.12% 94 -147,931 -18.44% Q4 2025 Mar 16, 2026
VAN ECK ASSOCIATES CORP History Added to 613,411 56,391 0.05% 0.02% 95 +302,972 97.59% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 579,050 53,232 0.04% 0.0% 96 +551,551 2005.71% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 573,405 52,713 0.08% 0.07% 97 +33,802 6.26% Q4 2025 Feb 11, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Reduced 572,652 52,643 1.16% 1.44% 98 -245,228 -29.98% Q4 2025 Feb 13, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 562,431 51,704 3.66% 2.64% 99 -35,878 -6.0% Q4 2025 Jan 21, 2026
Foresight Global Investors, Inc. History Added to 290,672 51,012 24.01% 11.08% 100 +47,495 19.53% Q4 2025 Mar 19, 2026
Hardman Johnston Global Advisors LLC History Reduced 546,923 50,278 2.4% 2.12% 101 -14,659 -2.61% Q4 2025 Jan 23, 2026
Nuveen, LLC History Added to 542,568 49,878 0.01% 0.01% 102 +18,056 3.44% Q4 2025 Feb 12, 2026
Walleye Trading LLC History Reduced 536,818 49,349 0.07% 0.07% 103 -50,081 -8.53% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 530,691 48,786 0.02% 0.01% 104 +181,366 51.92% Q4 2025 Feb 11, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Reduced 505,985 46,515 0.59% 0.51% 105 -4,962 -0.97% Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 503,517 46,288 1.01% 0.84% 106 -6,463 -1.27% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Reduced 492,285 45,255 0.75% 0.68% 107 -32,966 -6.28% Q4 2025 Feb 03, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 528,106 45,051 0.4% 0.44% 108 -149,488 -22.06% Q4 2025 Feb 11, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 481,980 44,768 1.37% 1.17% 109 -93,938 -16.31% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 486,246 44,700 0.0% 0.0% 110 -17,227 -3.42% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Added to 461,554 42,430 0.17% 0.15% 111 +12,517 2.79% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History New 437,984 40,264 0.05% — 112 +437,984 New Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 431,000 39,621 0.04% 0.04% 113 -41,073 -8.7% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 422,383 38,829 0.01% 0.0% 114 +58,943 16.22% Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 421,119 38,713 0.06% 0.05% 115 -5,344 -1.25% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Reduced 415,561 38,202 0.01% 0.01% 116 -369,698 -47.08% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Added to 413,131 37,979 0.04% 0.03% 117 +32,136 8.43% Q4 2025 Feb 17, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 397,131 36,508 1.26% 1.04% 118 -6,794 -1.68% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 387,132 35,589 0.14% — 119 +387,132 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 377,113 34,668 0.07% 0.06% 120 +79,631 26.77% Q4 2025 Feb 17, 2026
Main Street Research LLC History New 371,217 34,125 1.95% — 121 +371,217 New Q4 2025 Feb 09, 2026
Creative Planning History Added to 363,579 33,423 0.02% 0.02% 122 +51,287 16.42% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 362,382 33,313 0.95% 0.82% 123 -2,918 -0.8% Q4 2025 Feb 13, 2026
Act Two Investors LLC History Reduced 351,775 32,338 5.82% 4.95% 124 -12,291 -3.38% Q4 2025 Feb 10, 2026
Integral Health Asset Management, LLC History Added to 350,000 32,175 1.6% 1.56% 125 +50,000 16.67% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 332,638 31,656 0.04% 0.04% 126 -336 -0.1% Q4 2025 Jan 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 335,558 30,847 0.45% 0.37% 127 +12,056 3.73% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Added to 335,387 30,832 0.06% 0.05% 128 +25,004 8.06% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 331,384 30,464 0.17% 0.13% 129 +43,082 14.94% Q4 2025 Feb 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 329,005 30,245 0.02% 0.02% 130 -45,199 -12.08% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 324,548 29,836 0.07% 0.06% 131 +9,859 3.13% Q4 2025 Feb 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 323,229 29,714 0.08% 0.07% 132 +42,665 15.21% Q4 2025 Jan 26, 2026
Martin Investment Management, LLC History Reduced 309,507 28,452 7.96% 6.24% 133 -10,352 -3.24% Q4 2025 Feb 10, 2026
PROFESSIONAL ADVISORY SERVICES INC History Reduced 305,897 28,121 3.64% 3.28% 134 -22,745 -6.92% Q4 2025 Jan 12, 2026
MML INVESTORS SERVICES, LLC History Added to 305,636 28,097 0.07% 0.06% 135 +32,338 11.83% Q4 2025 Feb 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 297,943 27,389 0.04% 0.08% 136 -375,000 -55.73% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 296,215 27,234 0.01% 0.01% 137 -139,058 -31.95% Q4 2025 Feb 09, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 293,777 27,006 0.56% 0.46% 138 -4,000 -1.34% Q4 2025 Feb 02, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 279,300 25,676 0.08% 0.0% 139 +265,132 1871.34% Q4 2025 Feb 17, 2026
CAMBIAR INVESTORS LLC History Added to 276,150 25,386 1.13% 0.94% 140 +5,326 1.97% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Reduced 268,089 24,645 0.04% 0.03% 141 -1,072 -0.4% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 259,103 23,820 0.03% 0.02% 142 +16,922 6.99% Q4 2025 Jan 30, 2026
CIBC Asset Management Inc History Added to 253,856 23,336 0.06% 0.05% 143 +9,132 3.73% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 253,474 23,302 0.03% 0.01% 144 +207,463 450.9% Q4 2025 Jan 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 245,477 22,566 0.01% 0.01% 145 -5,509 -2.19% Q4 2025 Feb 06, 2026
NEOS Investment Management LLC History Added to 240,992 22,154 0.13% 0.11% 146 +55,860 30.17% Q4 2025 Feb 17, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 240,096 22,072 0.92% 0.78% 147 +1,500 0.63% Q4 2025 Jan 27, 2026
OLD MISSION CAPITAL LLC History Added to 238,008 21,880 0.5% 0.09% 148 +178,369 299.08% Q4 2025 Feb 17, 2026
Caption Management, LLC History Added to 237,900 21,870 0.15% 0.06% 149 +136,800 135.31% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 237,819 21,862 0.18% 0.18% 150 +1,033 0.44% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 236,288 21,721 0.15% 0.12% 151 -8,599 -3.51% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 228,725 21,026 0.03% 0.02% 152 +36,852 19.21% Q4 2025 Feb 12, 2026
SIT INVESTMENT ASSOCIATES INC History Reduced 224,675 20,654 25.33% 0.37% 153 -14,170 -5.93% Q4 2025 Feb 25, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 223,907 20,583 1.09% 0.94% 154 -4,732 -2.07% Q4 2025 Jan 09, 2026
CI INVESTMENTS INC. History Reduced 221,669 20,378 0.09% 0.07% 155 -17,240 -7.22% Q4 2025 Feb 12, 2026
BOONE CAPITAL MANAGEMENT LLC History New 220,201 20,243 6.35% — 156 +220,201 New Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 213,762 19,650 0.06% 0.06% 157 -3,888 -1.79% Q4 2025 Jan 30, 2026
Capital International, Inc./CA/ History Reduced 213,141 19,594 0.15% 0.28% 158 -235,597 -52.5% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 211,184 19,414 0.05% 0.04% 159 +1,081 0.51% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 210,376 19,339 0.03% 0.03% 160 -106,346 -33.58% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 331,081 19,153 0.03% 0.03% 161 +118,703 55.89% Q4 2025 Mar 09, 2026
Capital Wealth Planning, LLC History Added to 206,389 18,899 0.12% 0.06% 162 +101,747 97.23% Q4 2025 Feb 11, 2026
ODDO BHF ASSET MANAGEMENT SAS History New 199,779 18,365 0.69% — 163 +199,779 New Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 195,602 17,981 0.13% 0.11% 164 +4,538 2.38% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 194,865 17,913 0.0% — 165 +194,865 New Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 194,000 17,834 0.15% 0.16% 166 0 0.0% Q4 2025 Jan 28, 2026
Artia Global Partners LP History No change 190,752 17,535 2.48% 2.32% 167 0 0.0% Q4 2025 Feb 17, 2026
SALT Holding Corp. History Added to 186,500 17,144 13.28% 1.23% 168 +169,300 984.3% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 184,445 16,956 0.27% 0.02% 169 +169,060 1098.86% Q4 2025 Jan 08, 2026
OSAIC HOLDINGS, INC. History Reduced 182,885 16,811 0.02% 0.02% 170 -6,110 -3.23% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 180,400 16,584 0.02% 0.08% 171 -860,503 -82.67% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 178,759 16,433 0.03% 0.02% 172 +9,897 5.86% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 175,714 16,153 0.18% 0.14% 173 +28,231 19.14% Q4 2025 Feb 02, 2026
Federation des caisses Desjardins du Quebec History Reduced 174,073 16,002 0.06% 0.05% 174 -3,210 -1.81% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 161,954 14,888 0.2% 0.1% 175 +93,186 135.51% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Reduced 160,390 14,744 0.11% 0.1% 176 -1,011 -0.63% Q4 2025 Feb 12, 2026
BAILARD, INC. History Added to 159,013 14,618 0.32% 0.25% 178 +9,601 6.43% Q4 2025 Feb 04, 2026
CULLEN/FROST BANKERS, INC. History Reduced 159,015 14,618 0.16% 0.14% 177 -347 -0.22% Q4 2025 Feb 06, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 157,747 14,501 3.12% 2.83% 179 -3,208 -1.99% Q4 2025 Jan 29, 2026
Parallax Volatility Advisers, L.P. History Added to 156,498 14,386 0.03% 0.01% 180 +29,872 23.59% Q4 2025 Feb 17, 2026
Chesley Taft & Associates LLC History Added to 152,750 14,042 0.55% 0.41% 181 +25,985 20.5% Q4 2025 Jan 14, 2026
FourThought Financial Partners, LLC History Added to 150,996 13,881 1.17% 0.99% 182 +3,986 2.71% Q4 2025 Feb 06, 2026
ExodusPoint Capital Management, LP History New 148,255 13,629 0.11% — 183 +148,255 New Q4 2025 Feb 17, 2026
Hilton Capital Management, LLC History Added to 145,332 13,360 1.01% 0.9% 184 +403 0.28% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 144,510 13,284 0.06% — 185 +144,510 New Q4 2025 Feb 17, 2026
OAK FAMILY ADVISORS, LLC History Reduced 144,132 13,250 3.64% 2.79% 186 -1,140 -0.78% Q4 2025 Feb 03, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 142,674 13,116 0.17% 0.14% 187 -1,746 -1.21% Q4 2025 Feb 10, 2026
Vanguard Personalized Indexing Management, LLC History Added to 142,455 13,095 0.13% 0.11% 188 +8,147 6.07% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 142,248 13,083 0.02% 0.02% 189 +390 0.27% Q4 2025 Feb 17, 2026
ABC ARBITRAGE SA History Reduced 140,150 12,883 1.21% 5.15% 190 -541,212 -79.43% Q4 2025 Feb 04, 2026
PARK NATIONAL CORP /OH/ History Reduced 139,437 12,818 0.4% 0.38% 191 -20,162 -12.63% Q4 2025 Jan 05, 2026
China Universal Asset Management Co., Ltd. History Added to 135,636 12,469 0.96% 0.85% 192 +2,056 1.54% Q4 2025 Jan 29, 2026
Smith Salley Wealth Management History Reduced 135,605 12,466 0.62% 0.54% 193 -623 -0.46% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 135,124 12,427 0.07% 0.06% 194 +21,865 19.31% Q4 2025 Feb 17, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 135,060 12,416 2.4% 2.19% 195 0 0.0% Q4 2025 Feb 17, 2026
BAMCO INC /NY/ History Reduced 135,025 12,412 0.03% 0.03% 196 -4,983 -3.56% Q4 2025 Feb 17, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 134,597 12,373 0.21% 0.18% 197 +4,755 3.66% Q4 2025 Jan 27, 2026
Rafferty Asset Management, LLC History Reduced 134,264 12,342 0.04% 0.04% 198 -26,234 -16.35% Q4 2025 Feb 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 129,364 11,892 0.54% — 199 +129,364 New Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 129,133 11,871 0.26% 0.1% 200 +86,453 202.56% Q4 2025 Feb 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 129,278 11,830 0.02% 0.02% 201 +311 0.24% Q4 2025 Feb 18, 2026
HUB Investment Partners, LLC History New 128,635 11,825 0.31% — 202 +128,635 New Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 127,034 11,678 0.03% 0.03% 203 +4,065 3.31% Q4 2025 Feb 05, 2026
Focus Partners Wealth History Added to 127,902 11,645 0.01% 0.01% 204 +25,707 25.15% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Reduced 125,562 11,542 0.32% 0.28% 205 -3,478 -2.7% Q4 2025 Feb 03, 2026
Atria Investments, Inc History Added to 125,545 11,541 0.13% 0.09% 206 +18,625 17.42% Q4 2025 Feb 05, 2026
Cumberland Partners Ltd History Added to 125,412 11,529 0.71% 0.63% 207 +251 0.2% Q4 2025 Feb 06, 2026
FIRST FOUNDATION ADVISORS History Reduced 123,927 11,392 0.43% 0.37% 208 -8,036 -6.09% Q4 2025 Feb 04, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 122,860 11,295 0.17% 0.1% 209 +39,244 46.93% Q4 2025 Feb 09, 2026
DODGE & COX History Reduced 121,043 11,127 0.01% 0.01% 210 -16,445 -11.96% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 121,018 11,125 0.08% 0.09% 211 -26,222 -17.81% Q4 2025 Jan 29, 2026
SummitTX Capital, L.P. History Added to 119,940 11,026 0.33% 0.16% 212 +70,319 141.71% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 131,762 10,966 0.03% 0.03% 213 +1,985 1.53% Q4 2025 Feb 10, 2026
iA Global Asset Management Inc. History Added to 118,585 10,902 0.14% 0.12% 214 +4,396 3.85% Q4 2025 Feb 05, 2026
Brooklyn Investment Group History Added to 116,901 10,815 0.5% 0.28% 215 +87,237 294.08% Q4 2025 Feb 12, 2026
Azimuth Capital Investment Management LLC History Added to 116,470 10,707 0.38% 0.32% 216 +195 0.17% Q4 2025 Feb 12, 2026
Altrius Capital Management Inc History Reduced 115,064 10,577 2.24% 2.09% 217 -4,496 -3.76% Q4 2025 Feb 02, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 111,959 10,292 0.01% 0.0% 218 +27,175 32.05% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 111,343 10,235 0.3% 0.25% 219 -3,007 -2.63% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 111,014 10,205 0.17% 0.15% 220 -4,209 -3.65% Q4 2025 Feb 09, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 109,690 10,147 0.01% — 221 +109,690 New Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History Added to 109,796 10,093 0.01% 0.01% 222 +65,555 148.18% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Added to 108,581 9,981 0.17% 0.11% 223 +28,644 35.83% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 106,786 9,817 0.08% 0.06% 224 +2,910 2.8% Q4 2025 Jan 05, 2026
Private Advisor Group, LLC History Added to 103,693 9,532 0.04% 0.04% 225 +1,203 1.17% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 102,696 9,440 0.01% 0.01% 226 -3,399 -3.2% Q4 2025 Feb 05, 2026
GQG Partners LLC History Added to 102,372 9,411 0.02% 0.01% 227 +14,408 16.38% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 101,828 9,361 0.01% 0.0% 228 +6,113 6.39% Q4 2025 Jan 23, 2026
Laird Norton Wetherby Trust Company, LLC History New 101,718 9,350 0.19% — 229 +101,718 New Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 100,607 9,248 0.04% 0.03% 230 +3,911 4.04% Q4 2025 Feb 13, 2026
TRIGLAV INVESTMENTS, D.O.O. History Added to 100,235 9,214 0.58% 0.5% 231 +36 0.04% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Added to 98,929 9,094 0.27% 0.24% 232 +4,648 4.93% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 98,138 9,021 0.17% 0.14% 233 +811 0.83% Q4 2025 Feb 04, 2026
OAK RIDGE INVESTMENTS LLC History Added to 97,663 8,978 0.54% 0.47% 234 +3,765 4.01% Q4 2025 Jan 23, 2026
FIRST MERCHANTS CORP History Added to 97,418 8,955 0.33% 0.28% 235 +1,527 1.59% Q4 2025 Jan 12, 2026
Ethic Inc. History Added to 96,702 8,889 0.14% 0.11% 236 +12,320 14.6% Q4 2025 Feb 03, 2026
FEDERATED HERMES, INC. History Reduced 95,290 8,760 0.01% 0.02% 237 -22,723 -19.25% Q4 2025 Feb 12, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Reduced 47,248 8,748 2.74% 2.33% 238 -162 -0.34% Q4 2025 Feb 10, 2026
Aquatic Capital Management LLC History New 94,065 8,647 0.25% — 239 +94,065 New Q4 2025 Feb 17, 2026
Mengis Capital Management, Inc. History Added to 93,361 8,582 1.52% 1.31% 240 +6,519 7.51% Q4 2025 Mar 05, 2026
Pictet North America Advisors SA History Reduced 92,910 8,541 0.81% 0.72% 241 -7,412 -7.39% Q4 2025 Jan 16, 2026
Oliver Luxxe Assets LLC History Reduced 91,468 8,408 1.28% 1.11% 242 -183 -0.2% Q4 2025 Jan 08, 2026
NewEdge Advisors, LLC History Added to 89,812 8,256 0.03% 0.02% 243 +26,659 42.21% Q4 2025 Feb 18, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 88,255 8,113 0.15% 0.13% 244 +2,783 3.26% Q4 2025 Jan 23, 2026
Bleakley Financial Group, LLC History Added to 87,409 8,035 0.14% 0.14% 245 +7,426 9.28% Q4 2025 Feb 09, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 86,207 7,924 0.01% 0.0% 246 +2,820 3.38% Q4 2025 Feb 10, 2026
WealthPlan Investment Management, LLC History Added to 86,062 7,911 0.5% 0.44% 247 +49 0.06% Q4 2025 Feb 05, 2026
L & S Advisors Inc History New 84,691 7,785 0.72% — 248 +84,691 New Q4 2025 Feb 05, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 84,104 7,732 0.04% 0.03% 249 +6,287 8.08% Q4 2025 Feb 17, 2026
Capital Group Private Client Services, Inc. History Reduced 84,027 7,724 0.12% 0.12% 250 -9,489 -10.15% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 83,824 7,705 0.08% 0.05% 251 +21,891 35.35% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 83,791 7,703 0.06% — 252 +83,791 New Q4 2025 Feb 18, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 83,700 7,694 0.01% 40.74% 253 -30,686 -26.83% Q4 2025 Feb 17, 2026
Penobscot Investment Management Company, Inc. History Added to 83,539 7,679 0.58% 0.42% 254 +12,255 17.19% Q4 2025 Jan 27, 2026
Boston Common Asset Management, LLC History Reduced 83,424 7,669 0.39% 0.96% 255 -178,013 -68.09% Q4 2025 Jan 15, 2026
Goelzer Investment Management, Inc. History Added to 82,536 7,587 0.35% 0.33% 256 +521 0.64% Q4 2025 Jan 14, 2026
Schonfeld Strategic Advisors LLC History Reduced 82,047 7,542 0.03% 0.38% 257 -788,501 -90.58% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 81,898 7,528 0.18% 0.16% 258 -691 -0.84% Q4 2025 Jan 28, 2026
Advisors Asset Management, Inc. History Added to 79,730 7,329 0.12% 0.07% 259 +29,365 58.3% Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History Added to 78,288 7,197 0.63% 0.55% 260 +694 0.89% Q4 2025 Feb 04, 2026
NIXON PEABODY TRUST CO History Added to 77,593 7,133 0.54% 0.44% 261 +43 0.06% Q4 2025 Feb 06, 2026
Henry James International Management Inc. History Added to 76,987 7,077 2.23% 1.36% 262 +19,024 32.82% Q4 2025 Feb 17, 2026
Benson Investment Management Company, Inc. History Added to 76,087 6,994 2.44% 1.97% 263 +790 1.05% Q4 2025 Jan 27, 2026
DekaBank Deutsche Girozentrale History No change 81,742 6,806 0.01% 0.01% 264 0 0.0% Q4 2025 Jan 28, 2026
Purpose Unlimited Inc. History New 73,490 6,755 0.31% — 265 +73,490 New Q4 2025 Mar 20, 2026
CIBC WORLD MARKET INC. History Added to 71,060 6,532 0.01% 0.01% 266 +6,639 10.31% Q4 2025 Feb 10, 2026
Simplify Asset Management Inc. History Added to 70,980 6,525 0.11% 0.05% 267 +34,036 92.13% Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History Reduced 70,389 6,470 0.02% 0.02% 268 -4,341 -5.81% Q4 2025 Feb 13, 2026
PINKERTON WEALTH, LLC History Reduced 70,033 6,438 0.66% 0.58% 269 -769 -1.09% Q4 2025 Feb 06, 2026
Taproot Management LP History New 69,996 6,434 1.04% — 270 +69,996 New Q4 2025 Feb 13, 2026
Turtle Creek Wealth Advisors, LLC History Added to 68,841 6,328 0.5% 0.4% 271 +11,092 19.21% Q4 2025 Jan 28, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 66,561 6,118 0.12% 0.11% 272 -2,530 -3.66% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Added to 66,450 6,108 0.14% 0.12% 273 +213 0.32% Q4 2025 Feb 12, 2026
Rossmore Private Capital History Added to 66,392 6,103 0.54% 0.53% 274 +1,792 2.77% Q4 2025 Feb 05, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 66,035 6,070 0.28% 0.23% 275 -457 -0.69% Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History Added to 65,776 6,046 0.09% 0.08% 276 +1,840 2.88% Q4 2025 Jan 20, 2026
Calamos Advisors LLC History Reduced 75,978 6,024 0.02% 0.03% 277 -41,810 -35.5% Q4 2025 Jan 29, 2026
GUARDIAN CAPITAL LP History Reduced 65,473 6,018 0.18% 0.21% 278 -17,601 -21.19% Q4 2025 Feb 18, 2026
Patten Group, Inc. History Reduced 65,406 6,012 1.11% 0.99% 279 -1,015 -1.53% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Added to 65,229 5,996 0.1% 0.02% 280 +49,626 318.05% Q4 2025 Jan 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 65,042 5,979 0.13% 0.08% 281 +21,723 50.15% Q4 2025 Jan 27, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 64,952 5,971 0.59% 0.49% 282 +238 0.37% Q4 2025 Jan 21, 2026
PITTENGER & ANDERSON INC History Added to 64,920 5,968 0.23% 0.18% 283 +300 0.46% Q4 2025 Feb 02, 2026
HENDLEY & CO INC History Reduced 64,805 5,958 2.13% 1.86% 284 -8,415 -11.49% Q4 2025 Feb 05, 2026
SouthState Bank Corp History Added to 63,722 5,857 0.26% 0.22% 285 +2,277 3.71% Q4 2025 Feb 11, 2026
SHERMAN PORFOLIOS, LLC History New 63,428 5,830 0.4% — 286 +63,428 New Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 63,000 5,791 0.04% — 287 +63,000 New Q4 2025 Feb 05, 2026
GLOBALT Investments LLC / GA History Reduced 62,411 5,737 0.21% 0.18% 288 -1,660 -2.59% Q4 2025 Feb 06, 2026
VALICENTI ADVISORY SERVICES INC History Added to 61,796 5,681 1.19% 1.0% 289 +1,100 1.81% Q4 2025 Jan 16, 2026
Timber Creek Capital Management LLC History Reduced 61,415 5,645 1.31% 1.15% 290 -461 -0.75% Q4 2025 Jan 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 61,169 5,623 0.47% 0.43% 291 -3,574 -5.52% Q4 2025 Feb 03, 2026
Cox Capital Mgt LLC History Added to 58,689 5,546 3.45% 2.9% 292 +858 1.48% Q4 2025 Jan 14, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 60,131 5,527 0.23% 0.16% 293 +9,547 18.87% Q4 2025 Feb 12, 2026
Naviter Wealth, LLC History Reduced 60,013 5,516 0.72% 0.64% 294 -12,014 -16.68% Q4 2025 Jan 21, 2026
Asio Capital, LLC History Added to 59,803 5,497 0.78% 0.68% 295 +933 1.58% Q4 2025 Jan 21, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 59,663 5,484 0.0% 0.0% 296 +18,098 43.54% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 59,527 5,472 0.08% 0.07% 297 +2,373 4.15% Q4 2025 Feb 12, 2026
BENJAMIN EDWARDS INC History Reduced 59,364 5,457 0.06% 0.06% 298 -6,208 -9.47% Q4 2025 Feb 02, 2026
MOTCO History Reduced 57,872 5,320 0.48% 0.42% 299 -1,579 -2.66% Q4 2025 Feb 06, 2026
FACTORY MUTUAL INSURANCE CO History No change 57,852 5,318 0.05% 0.04% 300 0 0.0% Q4 2025 Jan 23, 2026
INGALLS & SNYDER LLC History Reduced 57,531 5,289 0.19% 0.15% 301 -2,794 -4.63% Q4 2025 Feb 13, 2026
Exome Asset Management LLC History No change 28,362 5,260 2.51% 2.59% 302 0 0.0% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 56,496 5,193 0.1% 0.09% 303 +26,700 89.61% Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Added to 56,328 5,178 0.02% 0.02% 304 +2,819 5.27% Q4 2025 Feb 06, 2026
Global Retirement Partners, LLC History Added to 56,118 5,158 0.09% 0.04% 305 +30,770 121.39% Q4 2025 Feb 06, 2026
NewEdge Wealth, LLC History Added to 56,114 5,158 0.06% 0.06% 306 +7,653 15.79% Q4 2025 Feb 03, 2026
AIMZ Investment Advisors, LLC History Reduced 55,781 5,127 1.47% 1.35% 307 -478 -0.85% Q4 2025 Feb 17, 2026
Tower Research Capital LLC (TRC) History Reduced 55,506 5,102 0.12% 0.47% 308 -167,329 -75.09% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Added to 55,402 5,093 0.24% 0.21% 309 +184 0.33% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Added to 55,073 5,062 0.03% 0.02% 310 +1,839 3.45% Q4 2025 Feb 12, 2026
Daiwa Securities Group Inc. History Added to 54,060 4,970 0.02% 0.01% 312 +4,771 9.68% Q4 2025 Feb 11, 2026
PROFUND ADVISORS LLC History Added to 54,072 4,970 0.15% 0.12% 311 +4,684 9.48% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 54,039 4,967 0.02% 0.01% 313 +2,454 4.76% Q4 2025 Jan 30, 2026
Crossmark Global Holdings, Inc. History Reduced 53,829 4,948 0.07% 0.06% 314 -833 -1.52% Q4 2025 Feb 03, 2026
HSBC HOLDINGS PLC History Added to 53,265 4,902 0.0% 0.0% 315 +208 0.39% Q4 2025 Mar 20, 2026
D. E. Shaw & Co., Inc. History Reduced 53,237 4,894 0.0% 0.01% 316 -193,294 -78.41% Q4 2025 Feb 17, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 53,202 4,890 0.18% 0.16% 317 -334 -0.62% Q4 2025 Jan 28, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 52,962 4,868 0.1% 0.09% 318 +1,129 2.18% Q4 2025 Feb 13, 2026
Fiduciary Group, LLC History Added to 52,205 4,799 0.4% 0.35% 319 +396 0.76% Q4 2025 Feb 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 52,254 4,784 0.0% 0.0% 320 +2,842 5.75% Q4 2025 Feb 03, 2026
HM PAYSON & CO History Added to 51,517 4,735 0.07% 0.04% 321 +18,945 58.16% Q4 2025 Feb 12, 2026
MORTON COMMUNITY BANK History Added to 50,977 4,729 1.02% 0.94% 322 +1,697 3.44% Q4 2025 Feb 13, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 51,244 4,710 0.35% 0.32% 323 -1,789 -3.37% Q4 2025 Feb 04, 2026
Centiva Capital, LP History Added to 51,196 4,706 0.04% 0.01% 324 +42,866 514.6% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 51,051 4,693 0.1% 0.08% 325 +4,627 9.97% Q4 2025 Feb 03, 2026
Samjo Management, LLC History Reduced 50,965 4,685 1.81% 1.55% 326 -1,890 -3.58% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 50,441 4,666 0.06% 0.05% 327 +3,362 7.14% Q4 2025 Jan 23, 2026
Brookmont Capital Management History Reduced 50,355 4,629 2.68% 2.17% 328 -554 -1.09% Q4 2025 Feb 10, 2026
Concurrent Investment Advisors, LLC History Added to 50,240 4,618 0.05% 0.05% 329 +11,742 30.5% Q4 2025 Jan 29, 2026
Stanley-Laman Group, Ltd. History Added to 50,112 4,606 0.59% 0.53% 330 +1,797 3.72% Q4 2025 Jan 23, 2026
NWI MANAGEMENT LP History No change 50,000 4,596 0.21% 0.2% 331 0 0.0% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Added to 49,922 4,589 0.03% 0.02% 332 +2,364 4.97% Q4 2025 Jan 28, 2026
Robbins Farley History Reduced 49,906 4,587 2.08% 1.73% 333 -4,243 -7.84% Q4 2025 Jan 23, 2026
Vident Advisory, LLC History Reduced 49,591 4,558 0.04% 0.04% 334 -1,802 -3.51% Q4 2025 Feb 18, 2026
Ramirez Asset Management, Inc. History Added to 49,262 4,528 0.6% 0.5% 335 +2,605 5.58% Q4 2025 Feb 11, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 49,100 4,513 0.01% 0.01% 336 -8,400 -14.61% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 49,055 4,509 0.02% 0.02% 337 +177 0.36% Q4 2025 Jan 12, 2026
Seascape Capital Management History Added to 48,334 4,443 1.26% 1.05% 338 +584 1.22% Q4 2025 Jan 21, 2026
CHANNEL WEALTH LLC History Reduced 47,953 4,408 1.12% 1.2% 339 -10,555 -18.04% Q4 2025 Feb 03, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 47,878 4,401 0.23% 0.1% 340 +22,556 89.08% Q4 2025 Jan 15, 2026
Dynasty Wealth Management, LLC History Reduced 23,782 4,372 0.04% 0.04% 341 -18,791 -44.14% Q4 2025 Feb 10, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 47,192 4,338 0.47% 0.5% 342 -12,616 -21.09% Q4 2025 Jan 29, 2026
Sound View Wealth Advisors Group, LLC History Added to 47,106 4,330 0.29% 0.25% 343 +315 0.67% Q4 2025 Jan 08, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Added to 47,059 4,326 0.01% 0.01% 344 +14,247 43.42% Q4 2025 Feb 09, 2026
AMG National Trust Bank History Added to 46,714 4,294 0.1% 0.08% 345 +3,731 8.68% Q4 2025 Jan 30, 2026
Aviso Financial Inc. History Added to 46,393 4,264 0.16% 0.14% 346 +1,980 4.46% Q4 2025 Feb 13, 2026
Clayton Partners LLC History Reduced 46,139 4,241 3.06% 2.71% 347 -512 -1.1% Q4 2025 Feb 17, 2026
CREDIT AGRICOLE S A History Added to 44,707 4,109 0.01% 0.0% 348 +22,708 103.22% Q4 2025 Feb 17, 2026
DCF Advisers, LLC History New 44,300 4,072 1.09% — 349 +44,300 New Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 43,939 4,039 0.09% 0.08% 350 +5,344 13.85% Q4 2025 Jan 28, 2026
Harvest Fund Management Co., Ltd History Added to 43,583 4,007 0.15% 0.12% 351 +7,528 20.88% Q4 2025 Feb 11, 2026
Composition Wealth, LLC History Added to 43,579 4,006 0.06% 0.05% 352 +167 0.38% Q4 2025 Feb 02, 2026
GAM Holding AG History New 42,793 3,933 0.25% — 353 +42,793 New Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 42,683 3,923 0.08% 0.03% 354 +24,478 134.46% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 42,583 3,914 0.11% 0.08% 355 +9,655 29.32% Q4 2025 Feb 19, 2026
Pacer Advisors, Inc. History Added to 42,369 3,894 0.01% 0.01% 356 +1,412 3.45% Q4 2025 Feb 24, 2026
NATURAL INVESTMENTS, LLC History Reduced 41,679 3,831 0.95% 0.85% 357 -2,793 -6.28% Q4 2025 Jan 23, 2026
Madison Asset Management, LLC History Reduced 40,584 3,730 0.04% 0.04% 358 -1,595 -3.78% Q4 2025 Feb 04, 2026
LGT Fund Management Co Ltd. History No change 39,958 3,696 0.29% 0.27% 359 0 0.0% Q4 2025 Feb 05, 2026
Sivik Global Healthcare LLC History New 40,000 3,677 1.07% — 360 +40,000 New Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Added to 39,691 3,648 0.02% 0.02% 361 +564 1.44% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 39,329 3,628 0.01% 0.0% 362 +18,964 93.12% Q4 2025 Feb 05, 2026
Westview Management dba Westview Investment Advisors History New 39,136 3,597 1.71% — 363 +39,136 New Q4 2025 Jan 09, 2026
Louisiana State Employees Retirement System History Reduced 39,000 3,585 0.06% 0.06% 364 -3,800 -8.88% Q4 2025 Jan 16, 2026
Snowden Capital Advisors LLC History Added to 38,524 3,541 0.09% 0.08% 365 +1,950 5.33% Q4 2025 Feb 17, 2026
Foundation Wealth Management, LLC\PA History No change 38,411 3,531 1.28% 1.14% 366 0 0.0% Q4 2025 Jan 15, 2026
Marks Group Wealth Management, Inc History Added to 37,787 3,473 0.33% 0.25% 367 +3,337 9.69% Q4 2025 Feb 11, 2026
LGT Group Foundation History Added to 37,076 3,429 0.04% 0.0% 368 +34,445 1309.2% Q4 2025 Feb 05, 2026
Verdence Capital Advisors LLC History Reduced 37,297 3,428 0.2% 0.2% 369 -4,205 -10.13% Q4 2025 Jan 29, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 36,813 3,384 0.11% 0.09% 370 +1,638 4.66% Q4 2025 Jan 30, 2026
Ballentine Partners, LLC History Added to 36,623 3,366 0.05% 0.04% 371 +1,617 4.62% Q4 2025 Feb 03, 2026
Gray Foundation History New 36,537 3,358 0.84% — 372 +36,537 New Q4 2025 Jan 29, 2026
WCG Wealth Advisors LLC History New 35,883 3,298 0.09% — 373 +35,883 New Q4 2025 Feb 10, 2026
TEALWOOD ASSET MANAGEMENT INC History Reduced 35,810 3,292 1.48% 1.11% 374 -63 -0.18% Q4 2025 Jan 07, 2026
GeoWealth Management, LLC History Added to 35,779 3,289 0.12% 0.06% 375 +14,820 70.71% Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History Added to 35,401 3,254 0.12% 0.08% 376 +2,876 8.84% Q4 2025 Jan 30, 2026
SEARLE & CO. History No change 35,350 3,249 0.84% 0.72% 377 0 0.0% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 35,186 3,234 0.03% 0.03% 378 -1,308 -3.58% Q4 2025 Jan 26, 2026
EQUITABLE TRUST CO History Reduced 34,910 3,209 0.14% 0.12% 379 -195 -0.56% Q4 2025 Feb 02, 2026
CenterBook Partners LP History Added to 34,800 3,199 0.16% 0.12% 380 +3,537 11.31% Q4 2025 Feb 11, 2026
Aperture Investors, LLC History No change 33,732 3,100 0.35% 0.35% 381 0 0.0% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 33,559 3,085 0.04% 0.03% 382 +4,445 15.27% Q4 2025 Feb 05, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 33,369 3,067 0.4% 0.34% 383 -600 -1.77% Q4 2025 Feb 10, 2026
Financial Gravity Asset Management, Inc. History Reduced 33,313 3,062 0.59% 0.72% 384 -14,445 -30.25% Q4 2025 Feb 13, 2026
Old Port Advisors History Added to 33,190 3,051 0.75% 0.59% 385 +2,338 7.58% Q4 2025 Jan 08, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 32,808 3,015 0.17% 0.15% 386 +669 2.08% Q4 2025 Feb 04, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 32,277 2,967 0.17% 0.16% 387 +1,011 3.23% Q4 2025 Feb 10, 2026
Columbus Macro, LLC History Reduced 32,172 2,957 0.32% 0.29% 388 -1,281 -3.83% Q4 2025 Jan 15, 2026
Third View Private Wealth, LLC History New 32,091 2,950 0.4% — 389 +32,091 New Q4 2025 Jan 23, 2026
SCS Capital Management LLC History Reduced 32,056 2,946 0.03% 0.15% 390 -151,551 -82.54% Q4 2025 Feb 10, 2026
Rakuten Investment Management, Inc. History Added to 31,507 2,915 0.01% 0.0% 391 +31,107 7776.75% Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History New 31,549 2,900 0.1% — 392 +31,549 New Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 30,829 2,834 0.02% 0.02% 393 +1,395 4.74% Q4 2025 Feb 17, 2026
Bellevue Group AG History Reduced 30,431 2,797 0.05% 0.06% 394 -5,213 -14.63% Q4 2025 Feb 17, 2026
White Lighthouse Investment Management Inc. History Reduced 30,374 2,792 0.39% 0.38% 395 -2,354 -7.19% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 30,059 2,763 0.02% 0.01% 396 +14,285 90.56% Q4 2025 Feb 18, 2026
FNY Investment Advisers, LLC History No change 200 2,758 0.78% 0.72% 397 0 0.0% Q4 2025 Jan 16, 2026
Qtron Investments LLC History Reduced 29,970 2,755 0.36% 0.3% 398 -1,701 -5.37% Q4 2025 Feb 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 29,888 2,751 0.0% 0.0% 399 +20,635 223.01% Q4 2025 Jan 08, 2026
NTV ASSET MANAGEMENT LLC History Reduced 29,452 2,707 0.29% 0.25% 400 -2 -0.01% Q4 2025 Jan 20, 2026
EP Wealth Advisors, LLC History New 29,217 2,685 0.01% — 401 +29,217 New Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Added to 28,594 2,645 0.1% 0.11% 402 +3,846 15.54% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 28,709 2,639 0.03% 0.03% 403 +1,588 5.86% Q4 2025 Jan 29, 2026
OARSMAN CAPITAL, INC. History Added to 28,644 2,633 0.34% 0.27% 404 +3,183 12.5% Q4 2025 Feb 13, 2026
Element Squared LLC History Added to 28,452 2,615 1.42% 1.23% 405 +340 1.21% Q4 2025 Jan 20, 2026
TD Waterhouse Canada Inc. History Added to 28,401 2,610 0.02% 0.0% 407 +24,477 623.78% Q4 2025 Jan 27, 2026
Venturi Wealth Management, LLC History Added to 28,398 2,610 0.12% 0.09% 406 +2,483 9.58% Q4 2025 Jan 22, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 28,379 2,608 0.22% 0.11% 408 +12,860 82.87% Q4 2025 Feb 09, 2026
CIBC WORLD MARKETS CORP History New 28,355 2,606 0.01% — 409 +28,355 New Q4 2025 Feb 12, 2026
HighPoint Advisor Group LLC History Reduced 28,262 2,598 0.12% 0.11% 410 -767 -2.64% Q4 2025 Feb 04, 2026
OpenArc Corporate Advisory, LLC History New 28,121 2,585 0.04% — 411 +28,121 New Q4 2025 Feb 13, 2026
Aaron Wealth Advisors LLC History Added to 27,984 2,572 0.14% 0.1% 412 +6,769 31.91% Q4 2025 Jan 21, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History New 27,899 2,564 0.29% — 413 +27,899 New Q4 2025 Jan 08, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 27,838 2,559 0.31% 0.27% 414 -218 -0.78% Q4 2025 Jan 15, 2026
FLOW TRADERS U.S. LLC History New 27,594 2,537 0.08% — 415 +27,594 New Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 27,247 2,504 0.35% 0.34% 416 -1,474 -5.13% Q4 2025 Jan 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 27,713 2,492 0.03% 0.03% 417 -6,065 -17.96% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 27,098 2,491 0.04% 0.02% 418 +14,127 108.91% Q4 2025 Mar 12, 2026
COMMERCE BANK History Added to 26,906 2,473 0.01% 0.01% 419 +2,324 9.45% Q4 2025 Feb 13, 2026
Citizens National Bank Trust Department History Reduced 26,368 2,424 0.42% 0.37% 420 -578 -2.15% Q4 2025 Jan 30, 2026
RHUMBLINE ADVISERS History Reduced 26,094 2,398 0.0% 0.0% 421 -682 -2.55% Q4 2025 Feb 13, 2026
DILLON & ASSOCIATES INC History Added to 25,963 2,389 0.31% 0.25% 422 +742 2.94% Q4 2025 Feb 09, 2026
BURLING WEALTH PARTNERS, LLC History Added to 25,822 2,373 0.37% 0.33% 423 +86 0.33% Q4 2025 Feb 06, 2026
GREENLEAF TRUST History Added to 25,769 2,368 0.02% 0.02% 424 +507 2.01% Q4 2025 Jan 21, 2026
SBI Okasan Asset Management Co.Ltd. History New 25,037 2,316 0.13% — 425 +25,037 New Q4 2025 Feb 10, 2026
Frank, Rimerman Advisors LLC History Added to 25,168 2,313 0.15% 0.12% 426 +598 2.43% Q4 2025 Jan 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 24,560 2,257 0.01% 0.0% 427 +1,286 5.53% Q4 2025 Feb 13, 2026
SageView Advisory Group, LLC History Added to 24,496 2,251 0.08% 0.06% 428 +906 3.84% Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Reduced 24,454 2,248 0.02% 0.02% 429 -1,419 -5.48% Q4 2025 Feb 13, 2026
Bank OZK History New 24,332 2,236 0.79% — 430 +24,332 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 24,317 2,235 0.01% 0.01% 431 -6,157 -20.2% Q4 2025 Jan 29, 2026
STEPHENS INC /AR/ History Added to 24,156 2,220 0.03% 0.02% 432 +738 3.15% Q4 2025 Feb 05, 2026
May Hill Capital, LLC History Added to 23,974 2,203 0.29% 0.22% 433 +14,147 143.96% Q4 2025 Feb 05, 2026
XXI WEALTH, LLC History New 23,865 2,193 1.33% — 435 +23,865 New Q4 2025 Feb 12, 2026
SYON CAPITAL LLC History Added to 23,862 2,193 0.11% 0.09% 434 +855 3.72% Q4 2025 Feb 11, 2026
Nicholas Hoffman & Company, LLC. History Reduced 23,752 2,183 0.05% 0.05% 436 -728 -2.97% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Added to 23,544 2,164 0.04% 0.04% 437 +418 1.81% Q4 2025 Jan 14, 2026
Equitable Holdings, Inc. History Reduced 23,442 2,155 0.01% 0.01% 438 -484 -2.02% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 23,290 2,141 0.01% 0.0% 439 +2,570 12.4% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 23,167 2,129 0.11% 0.1% 440 +642 2.85% Q4 2025 Jan 20, 2026
Perigon Wealth Management, LLC History Added to 23,059 2,119 0.04% 0.03% 441 +1,980 9.39% Q4 2025 Jan 16, 2026
PRINCETON CAPITAL MANAGEMENT LLC History New 23,018 2,116 0.55% — 442 +23,018 New Q4 2025 Feb 06, 2026
Evelyn Partners Asset Management Ltd History Reduced 22,931 2,108 0.49% 0.4% 443 -160 -0.69% Q4 2025 Feb 13, 2026
Stablepoint Partners, LLC History Added to 22,789 2,094 0.33% 0.27% 444 +378 1.69% Q4 2025 Jan 13, 2026
Farther Finance Advisors, LLC History Added to 22,666 2,083 0.02% 0.01% 445 +12,438 121.61% Q4 2025 Jan 23, 2026
Karras Company, Inc. History New 22,645 2,081 2.03% — 446 +22,645 New Q4 2025 Feb 06, 2026
Diversify Advisory Services, LLC History Added to 21,850 2,062 0.07% 0.06% 447 +1,088 5.24% Q4 2025 Jan 23, 2026
Dorsey & Whitney Trust CO LLC History Reduced 22,428 2,061 0.11% 0.14% 448 -11,504 -33.9% Q4 2025 Feb 11, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 22,352 2,054 0.09% 0.08% 449 +453 2.07% Q4 2025 Feb 11, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 22,161 2,037 0.02% 0.02% 450 -1,565 -6.6% Q4 2025 Jan 15, 2026
Tidal Investments LLC History Reduced 22,143 2,035 0.0% 0.01% 451 -54,070 -70.95% Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 22,080 2,029 0.18% 0.14% 452 +1,483 7.2% Q4 2025 Jan 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 21,658 1,991 0.03% 0.04% 453 -1,872 -7.96% Q4 2025 Feb 19, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 21,400 1,967 0.19% 0.16% 454 +1,400 7.0% Q4 2025 Feb 13, 2026
IAMS WEALTH MANAGEMENT, LLC History Reduced 21,371 1,964 0.71% 0.83% 455 -5,465 -20.36% Q4 2025 Jan 26, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 21,313 1,959 0.2% 0.19% 456 +555 2.67% Q4 2025 Feb 13, 2026
AlphaCentric Advisors LLC History New 21,243 1,952 1.95% — 457 +21,243 New Q4 2025 Feb 12, 2026
VISTA INVESTMENT MANAGEMENT History Added to 21,215 1,950 0.64% 0.57% 458 +60 0.28% Q4 2025 Feb 17, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 21,147 1,944 0.26% 0.23% 459 +109 0.52% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History Added to 21,103 1,939 0.06% 0.05% 460 +1,511 7.71% Q4 2025 Feb 11, 2026
Florida Trust Wealth Management Co History Added to 20,784 1,910 0.05% 0.04% 462 +1,386 7.15% Q4 2025 Jan 20, 2026
First American Bank History Reduced 20,782 1,910 0.12% 0.1% 461 -22 -0.11% Q4 2025 Jan 20, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 20,737 1,906 0.07% 0.07% 463 -786 -3.65% Q4 2025 Feb 13, 2026
TORONTO DOMINION BANK History Reduced 20,705 1,902 0.0% 0.0% 464 -20,318 -49.53% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 20,517 1,900 0.03% 0.02% 465 +326 1.61% Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Added to 21,045 1,896 0.05% 0.03% 466 +703 3.46% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Reduced 20,600 1,893 0.02% 0.02% 467 -492 -2.33% Q4 2025 Jan 21, 2026
Monte Financial Group, LLC History No change 20,479 1,882 0.7% 0.58% 468 0 0.0% Q4 2025 Jan 22, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 20,235 1,860 0.03% 0.03% 469 -545 -2.62% Q4 2025 Jan 07, 2026
MAI Capital Management History Reduced 20,191 1,856 0.01% 0.01% 470 -165 -0.81% Q4 2025 Feb 13, 2026
Brandywine Global Investment Management, LLC History New 20,157 1,853 0.01% — 471 +20,157 New Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 20,145 1,851 0.29% 0.25% 472 +1,464 7.84% Q4 2025 Jan 22, 2026
BROWN ADVISORY INC History Added to 20,121 1,849 0.0% 0.0% 473 +6,936 52.61% Q4 2025 Feb 13, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 20,040 1,841 0.02% 0.02% 474 -1,000 -4.75% Q4 2025 Feb 10, 2026
Valeo Financial Advisors, LLC History Added to 19,735 1,817 0.04% 0.03% 475 +1,708 9.47% Q4 2025 Feb 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 19,746 1,815 0.0% — 476 +19,746 New Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 19,723 1,813 0.09% 0.08% 477 -740 -3.62% Q4 2025 Jan 27, 2026
Twin Tree Management, LP History Reduced 19,631 1,804 0.02% 0.01% 478 -8,168 -29.38% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 19,607 1,802 0.04% 0.04% 479 -1,076 -5.2% Q4 2025 Feb 05, 2026
Farringdon Capital, Ltd. History Reduced 19,514 1,793 0.44% 0.44% 480 -3,185 -14.03% Q4 2025 Feb 17, 2026
Norinchukin Bank, The History Added to 19,501 1,792 0.02% 0.02% 481 +3,013 18.27% Q4 2025 Feb 17, 2026
West Family Investments, Inc. History No change 19,351 1,778 0.42% 50.24% 482 0 0.0% Q4 2025 Feb 11, 2026
Texas Bank & Trust Co History Added to 19,067 1,752 0.64% 0.53% 483 +839 4.6% Q4 2025 Feb 06, 2026
Laurion Capital Management LP History No change 19,000 1,746 0.07% 0.03% 484 0 0.0% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 25,267 1,744 0.0% 0.0% 486 +2,014 8.66% Q4 2025 Jan 26, 2026
REGIONS FINANCIAL CORP History Added to 18,981 1,744 0.01% 0.01% 485 +292 1.56% Q4 2025 Jan 27, 2026
WEALTH ALLIANCE, LLC History Reduced 18,930 1,740 0.17% 0.15% 487 -107 -0.56% Q4 2025 Feb 13, 2026
BANK OF HAWAII History Added to 18,756 1,724 0.09% 0.07% 488 +1,196 6.81% Q4 2025 Mar 03, 2026
Forum Financial Management, LP History Reduced 18,504 1,701 0.02% 0.02% 489 -33 -0.18% Q4 2025 Jan 27, 2026
NorthCrest Asset Manangement, LLC History Reduced 18,512 1,688 0.04% 0.04% 490 -531 -2.79% Q4 2025 Jan 08, 2026
TLWM History Reduced 18,204 1,673 0.31% 0.26% 491 -313 -1.69% Q4 2025 Jan 12, 2026
Dynamic Advisor Solutions LLC History Added to 18,196 1,672 0.05% 0.03% 492 +3,691 25.45% Q4 2025 Jan 09, 2026
CSM Advisors, LLC History Added to 18,136 1,669 0.05% 0.03% 493 +3,257 21.89% Q4 2025 Feb 11, 2026
Lester Murray Antman dba SimplyRich History Added to 18,063 1,660 0.43% 0.37% 494 +162 0.9% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 17,993 1,654 0.02% 0.02% 495 -1,136 -5.94% Q4 2025 Jan 16, 2026
Savant Capital, LLC History Reduced 17,864 1,642 0.01% 0.01% 496 -1,342 -6.99% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Added to 17,527 1,611 0.04% 0.03% 497 +54 0.31% Q4 2025 Feb 17, 2026
Coppell Advisory Solutions LLC History Reduced 17,132 1,584 0.16% 0.15% 498 -2,122 -11.02% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 17,147 1,576 0.02% 0.02% 499 +331 1.97% Q4 2025 Feb 09, 2026
Sowell Financial Services LLC History Reduced 17,074 1,569 0.06% 0.05% 500 -1,341 -7.28% Q4 2025 Jan 21, 2026
INTRUST BANK NA History Added to 16,912 1,554 0.13% 0.1% 501 +600 3.68% Q4 2025 Feb 06, 2026
U.S. Capital Wealth Advisors, LLC History Added to 16,899 1,553 0.04% 0.03% 502 +368 2.23% Q4 2025 Jan 23, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 16,893 1,552 1.1% 1.06% 503 -837 -4.72% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 16,365 1,504 0.04% 0.01% 504 +10,756 191.76% Q4 2025 Feb 09, 2026
HANCOCK WHITNEY CORP History Reduced 16,279 1,496 0.03% 0.02% 505 -916 -5.33% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 16,195 1,488 0.01% 0.01% 506 +4,995 44.6% Q4 2025 Jan 26, 2026
Integrated Wealth Concepts LLC History Reduced 16,052 1,475 0.02% 0.02% 507 -9,559 -37.32% Q4 2025 Feb 13, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History Reduced 16,029 1,473 1.31% 1.1% 508 -20 -0.12% Q4 2025 Jan 21, 2026
Allworth Financial LP History New 15,951 1,466 0.01% — 509 +15,951 New Q4 2025 Feb 05, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 15,843 1,456 0.44% 0.4% 510 -1,015 -6.02% Q4 2025 Jan 29, 2026
Cooper Financial Group History Reduced 15,834 1,455 0.15% 0.14% 511 -280 -1.74% Q4 2025 Jan 08, 2026
Ascent Group, LLC History Reduced 15,767 1,449 0.05% 0.04% 512 -748 -4.53% Q4 2025 Jan 20, 2026
Voleon Capital Management LP History Added to 15,725 1,445 0.03% 0.01% 513 +8,788 126.68% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 15,704 1,443 0.06% 0.01% 514 +11,849 307.37% Q4 2025 Feb 17, 2026
COOKSON PEIRCE & CO INC History Added to 15,620 1,435 0.06% 0.04% 515 +1,954 14.3% Q4 2025 Feb 11, 2026
FULTON BANK, N.A. History Reduced 15,422 1,417 0.05% 0.04% 516 -340 -2.16% Q4 2025 Jan 08, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 15,423 1,417 0.01% 0.01% 517 +47 0.31% Q4 2025 Jan 14, 2026
PCM Encore, LLC History New 15,383 1,414 0.3% — 518 +15,383 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 15,324 1,408 0.03% 0.02% 519 +454 3.05% Q4 2025 Feb 11, 2026
SECTORAL ASSET MANAGEMENT INC History Reduced 15,232 1,400 1.12% 0.89% 520 -3,518 -18.76% Q4 2025 Feb 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 15,199 1,397 0.11% 0.09% 521 -1,374 -8.29% Q4 2025 Jan 23, 2026
Arax Advisory Partners History Reduced 15,176 1,395 0.04% 0.03% 522 -10,037 -39.81% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Added to 15,090 1,387 0.02% 0.02% 523 +744 5.19% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 15,047 1,383 0.02% 0.02% 524 +303 2.06% Q4 2025 Feb 13, 2026
Diameter Capital Partners LP History New 15,000 1,378 0.13% — 525 +15,000 New Q4 2025 Feb 17, 2026
ALTFEST L J & CO INC History Reduced 14,788 1,359 0.15% 0.14% 526 -1,860 -11.17% Q4 2025 Jan 23, 2026
Cyndeo Wealth Partners, LLC History Reduced 14,793 1,359 0.07% 0.07% 528 -803 -5.15% Q4 2025 Jan 07, 2026
Meridian Wealth Management, LLC History Added to 14,787 1,359 0.05% 0.04% 527 +244 1.68% Q4 2025 Feb 04, 2026
CENTRAL TRUST Co History Added to 14,713 1,352 0.03% 0.02% 529 +2,847 23.99% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History New 14,706 1,351 0.03% — 530 +14,706 New Q4 2025 Feb 03, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 14,590 1,341 0.55% 0.48% 531 0 0.0% Q4 2025 Feb 04, 2026
SeaCrest Wealth Management, LLC History Reduced 14,080 1,339 0.14% 0.13% 532 -315 -2.19% Q4 2025 Jan 12, 2026
BURNEY CO/ History Added to 14,536 1,336 0.04% 0.03% 533 +249 1.74% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 14,471 1,330 0.06% 0.19% 534 -21,754 -60.05% Q4 2025 Feb 12, 2026
Brucke Financial, Inc. History Added to 14,344 1,318 0.72% 0.55% 535 +2,868 24.99% Q4 2025 Jan 12, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 14,288 1,313 0.54% 0.46% 536 -83 -0.58% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Added to 14,252 1,310 0.03% 0.04% 537 +22 0.15% Q4 2025 Feb 05, 2026
SkyView Investment Advisors, LLC History Reduced 14,179 1,303 0.16% 0.14% 538 -208 -1.45% Q4 2025 Feb 18, 2026
WEDBUSH SECURITIES INC History Added to 14,099 1,296 0.04% 0.03% 539 +2,907 25.97% Q4 2025 Feb 12, 2026
Avestar Capital, LLC History Reduced 14,033 1,290 0.08% 0.07% 540 -63 -0.45% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 14,028 1,289 0.72% — 541 +14,028 New Q4 2025 Feb 18, 2026
Catalyst Funds Management Pty Ltd History Reduced 14,000 1,287 0.3% 0.19% 542 -2,100 -13.04% Q4 2025 Feb 09, 2026
DENALI ADVISORS LLC History Added to 13,999 1,286 0.14% 0.08% 543 +5,024 55.98% Q4 2025 Feb 03, 2026
Malaga Cove Capital, LLC History Reduced 13,986 1,285 0.44% 0.41% 544 -617 -4.23% Q4 2025 Feb 09, 2026
VELA Investment Management, LLC History No change 13,987 1,285 0.3% 0.26% 545 0 0.0% Q4 2025 Feb 02, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Reduced 13,978 1,284 0.76% 0.66% 546 -148 -1.05% Q4 2025 Jan 14, 2026
A. D. Beadell Investment Counsel, Inc. History No change 13,960 1,283 0.83% 0.73% 547 0 0.0% Q4 2025 Jan 14, 2026
Rehmann Capital Advisory Group History Added to 13,924 1,281 0.07% 0.05% 548 +2,594 22.89% Q4 2025 Mar 04, 2026
Optas, LLC History Reduced 13,857 1,273 0.2% 0.2% 549 -1,228 -8.14% Q4 2025 Jan 27, 2026
Icon Wealth Advisors, LLC History Added to 14,094 1,266 0.08% 0.07% 550 +209 1.51% Q4 2025 Feb 13, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 13,704 1,259 0.42% 0.37% 551 -60 -0.44% Q4 2025 Jan 20, 2026
Moors & Cabot, Inc. History Reduced 13,672 1,256 0.05% 0.05% 552 -39 -0.28% Q4 2025 Feb 10, 2026
REXFORD CAPITAL INC History Reduced 13,451 1,236 0.94% 0.81% 553 -222 -1.62% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History Added to 13,282 1,221 0.06% 0.05% 555 +2,047 18.22% Q4 2025 Jan 05, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 13,291 1,221 0.05% 0.04% 554 +38 0.29% Q4 2025 Feb 09, 2026
Lebenthal Global Advisors, LLC History New 13,279 1,220 0.19% — 556 +13,279 New Q4 2025 Jan 28, 2026
Elevated Private Wealth, LLC History New 13,255 1,218 1.25% — 557 +13,255 New Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Added to 13,224 1,215 0.01% 0.01% 558 +92 0.7% Q4 2025 Feb 13, 2026
44 WEALTH MANAGEMENT LLC History Reduced 13,207 1,214 0.41% 0.44% 559 -3,515 -21.02% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Added to 13,151 1,209 0.05% 0.01% 560 +10,722 441.42% Q4 2025 Feb 04, 2026
Indivisible Partners History New 13,043 1,199 0.13% — 561 +13,043 New Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 12,983 1,193 0.19% 0.19% 562 -3,294 -20.24% Q4 2025 Jan 09, 2026
COZAD ASSET MANAGEMENT INC History No change 12,953 1,190 0.09% 0.08% 563 0 0.0% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 12,930 1,188 0.02% 0.02% 564 -1,005 -7.21% Q4 2025 Jan 23, 2026
LMCG INVESTMENTS, LLC History Reduced 12,742 1,171 0.07% 0.1% 565 -8,350 -39.59% Q4 2025 Feb 03, 2026
Copos Capital S.a r.l. History New 12,657 1,163 0.81% — 566 +12,657 New Q4 2025 Feb 23, 2026
Abacus Wealth Partners, LLC History New 12,636 1,161 0.11% — 567 +12,636 New Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Added to 12,567 1,155 0.03% 0.01% 568 +7,738 160.24% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 12,527 1,151 0.0% 0.0% 569 +1,326 11.84% Q4 2025 Feb 17, 2026
WESTPORT ASSET MANAGEMENT INC History No change 15,000 1,150 0.48% 0.48% 570 0 0.0% Q4 2025 Feb 04, 2026
Venture Visionary Partners LLC History Reduced 12,474 1,146 0.04% 0.03% 571 -9 -0.07% Q4 2025 Feb 13, 2026
Hanson & Doremus Investment Management History Reduced 12,409 1,141 0.14% 0.12% 572 -423 -3.3% Q4 2025 Jan 20, 2026
Mutual Advisors, LLC History Reduced 12,376 1,137 0.02% 0.02% 573 -124 -0.99% Q4 2025 Feb 02, 2026
Wedmont Private Capital History Added to 11,901 1,132 0.04% 0.03% 574 +1,046 9.64% Q4 2025 Jan 08, 2026
Kingsview Wealth Management, LLC History Added to 12,299 1,130 0.02% 0.01% 575 +154 1.27% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Added to 12,257 1,126 0.02% 0.02% 576 +79 0.65% Q4 2025 Jan 28, 2026
ADVOCATE GROUP LLC History Reduced 12,221 1,123 0.18% 0.16% 577 -310 -2.47% Q4 2025 Jan 20, 2026
Hilltop National Bank History Added to 12,184 1,120 0.27% 0.09% 578 +7,586 164.98% Q4 2025 Jan 07, 2026
LVW Advisors, LLC History Reduced 12,145 1,116 0.11% 0.12% 579 -3,172 -20.71% Q4 2025 Jan 14, 2026
SIH Partners, LLLP History Reduced 12,145 1,116 0.02% 0.03% 580 -50 -0.41% Q4 2025 Feb 17, 2026
Hartford Funds Management Co LLC History Reduced 12,027 1,105 0.09% 0.08% 581 -207 -1.69% Q4 2025 Feb 06, 2026
Empire Financial Management Company, LLC History No change 12,000 1,103 0.24% 0.21% 582 0 0.0% Q4 2025 Feb 12, 2026
Cherokee Insurance Co History No change 12,000 1,103 0.45% 0.39% 583 0 0.0% Q4 2025 Jan 29, 2026
Gibbs Wealth Management History Reduced 11,644 1,102 0.27% 0.25% 584 -2,800 -19.39% Q4 2025 Jan 23, 2026
Versant Capital Management, Inc History Added to 11,981 1,101 0.14% 0.11% 586 +1,157 10.69% Q4 2025 Jan 08, 2026
Flaharty Asset Management, LLC History Reduced 11,983 1,101 0.14% 0.12% 585 -116 -0.96% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 11,960 1,099 0.01% 0.0% 587 +2,752 29.89% Q4 2025 Feb 12, 2026
PDS Planning, Inc History Added to 11,852 1,089 0.07% 0.06% 588 +181 1.55% Q4 2025 Jan 26, 2026
BEARING POINT CAPITAL, LLC History Added to 11,665 1,072 0.17% 0.15% 589 +593 5.36% Q4 2025 Feb 10, 2026
DE BURLO GROUP INC History No change 11,626 1,068 0.13% 0.11% 590 0 0.0% Q4 2025 Feb 13, 2026
Mattson Financial Services, LLC History New 11,603 1,066 0.25% — 592 +11,603 New Q4 2025 Feb 12, 2026
Portside Wealth Group, LLC History Added to 11,599 1,066 0.14% 0.11% 591 +1,528 15.17% Q4 2025 Jan 21, 2026
Grove Bank & Trust History Added to 11,570 1,063 0.12% 0.1% 593 +95 0.83% Q4 2025 Jan 08, 2026
CONNABLE OFFICE INC History Reduced 11,521 1,059 0.1% 0.09% 594 -494 -4.11% Q4 2025 Feb 03, 2026
Stratos Wealth Partners, LTD. History Added to 11,309 1,039 0.01% 0.01% 595 +1,161 11.44% Q4 2025 Jan 20, 2026
Kathmere Capital Management, LLC History Added to 11,278 1,036 0.07% 0.06% 597 +413 3.8% Q4 2025 Jan 13, 2026
Stockman Wealth Management, Inc. History No change 11,277 1,036 0.12% 0.11% 596 0 0.0% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 11,224 1,031 0.0% 0.0% 598 -1,053 -8.58% Q4 2025 Feb 11, 2026
Canandaigua National Trust Co of Florida History Added to 11,093 1,019 0.64% 0.64% 599 +593 5.65% Q4 2025 Jan 30, 2026
Caldwell Trust Co History Added to 11,020 1,013 0.09% 0.0% 600 +10,673 3075.79% Q4 2025 Jan 30, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 10,994 1,010 0.01% 0.01% 601 -482 -4.2% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History Reduced 10,988 1,010 0.07% 0.06% 602 -75 -0.68% Q4 2025 Feb 20, 2026
EPG Wealth Management LLC History New 10,933 1,005 0.27% — 603 +10,933 New Q4 2025 Jan 28, 2026
MARSHALL WACE, LLP History Reduced 10,920 1,003 0.0% 0.05% 604 -685,674 -98.43% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 10,859 998 0.01% 0.01% 605 -15,113 -58.19% Q4 2025 Feb 13, 2026
Bridgewater Advisors Inc. History Added to 10,970 993 0.06% 0.06% 606 +351 3.31% Q4 2025 Jan 23, 2026
RB Capital Management, LLC History Reduced 10,686 982 0.2% 0.18% 607 -406 -3.66% Q4 2025 Feb 03, 2026
SAGE RHINO CAPITAL LLC History Reduced 10,674 981 0.19% 0.19% 608 -2,019 -15.91% Q4 2025 Jan 30, 2026
CHANNING GLOBAL ADVISORS, LLC History Added to 10,682 981 0.63% 0.54% 609 +590 5.85% Q4 2025 Feb 10, 2026
Phillips Wealth Planners LLC History Reduced 10,828 980 0.79% 0.81% 611 -584 -5.12% Q4 2025 Feb 10, 2026
Clarius Group, LLC History No change 10,671 980 0.06% 0.05% 610 0 0.0% Q4 2025 Jan 14, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 10,565 971 0.04% 0.03% 612 0 0.0% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 10,520 967 0.03% 0.01% 613 +5,917 128.55% Q4 2025 Jan 30, 2026
Amundi History Added to 10,490 964 0.0% 0.0% 614 +126 1.22% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 10,477 963 0.01% 0.01% 615 +1,898 22.12% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 10,449 960 0.02% 0.01% 617 +5,595 115.27% Q4 2025 Jan 13, 2026
Keel Point, LLC History Reduced 10,452 960 0.06% 0.05% 616 -284 -2.65% Q4 2025 Feb 12, 2026
J.Safra Asset Management Corp History New 10,412 957 0.05% — 618 +10,412 New Q4 2025 Feb 11, 2026
COURIER CAPITAL LLC History No change 10,377 953 0.05% 0.05% 619 0 0.0% Q4 2025 Jan 29, 2026
Central Pacific Bank - Trust Division History New 10,359 952 0.12% — 620 +10,359 New Q4 2025 Jan 07, 2026
Strategic Global Advisors, LLC History Added to 10,106 929 0.14% 0.04% 621 +6,796 205.32% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 10,078 926 0.01% 0.01% 622 -42 -0.42% Q4 2025 Feb 09, 2026
USA FINANCIAL FORMULAS History New 10,063 925 0.17% — 623 +10,063 New Q4 2025 Jan 14, 2026
HARBOUR INVESTMENTS, INC. History Reduced 10,038 922 0.02% 0.02% 624 -215 -2.1% Q4 2025 Feb 09, 2026
Essex Financial Services, Inc. History Reduced 10,001 919 0.05% 0.05% 625 -712 -6.65% Q4 2025 Feb 10, 2026
Marotta Asset Management History Reduced 10,001 919 0.17% 0.16% 626 -229 -2.24% Q4 2025 Jan 07, 2026
B. Riley Wealth Advisors, Inc. History Reduced 9,939 913 0.04% 0.04% 627 -264 -2.59% Q4 2025 Feb 17, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 9,932 913 0.61% 0.52% 628 -56 -0.56% Q4 2025 Feb 05, 2026
Calydon Capital History Reduced 9,848 905 0.15% 0.13% 629 -974 -9.0% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History Added to 9,800 900 0.03% 0.02% 630 +470 5.04% Q4 2025 Feb 10, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Added to 9,774 898 0.01% 0.0% 631 +3,756 62.41% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 9,764 897 0.02% 0.02% 632 -579 -5.6% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Reduced 9,714 893 0.02% 0.01% 633 -2,607 -21.16% Q4 2025 Feb 17, 2026
FDx Advisors, Inc. History Added to 9,611 884 0.45% 0.18% 634 +2,430 33.84% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 9,539 876 0.02% 0.02% 635 -2,353 -19.79% Q4 2025 Jan 16, 2026
GUERRA PAN ADVISORS, LLC History No change 9,509 874 0.52% 0.44% 636 0 0.0% Q4 2025 Jan 13, 2026
Community Bank & Trust, Waco, Texas History Added to 9,474 871 0.18% 0.14% 637 +690 7.86% Q4 2025 Feb 09, 2026
Entropy Technologies, LP History New 9,439 867 0.05% — 638 +9,439 New Q4 2025 Feb 13, 2026
Aries Wealth Management History Added to 9,427 866 0.19% 0.17% 639 +179 1.94% Q4 2025 Jan 30, 2026
ICICI Prudential Asset Management Co Ltd History Added to 9,368 861 0.1% 0.07% 640 +347 3.85% Q4 2025 Feb 12, 2026
Lineweaver Wealth Advisors, LLC History Added to 9,297 854 0.12% 0.1% 642 +527 6.01% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 9,297 854 0.01% 0.01% 641 -125 -1.33% Q4 2025 Feb 13, 2026
EJMK Ventures LLC History New 9,249 850 0.52% — 643 +9,249 New Q4 2025 Mar 03, 2026
Covenant Partners, LLC History No change 9,246 849 0.25% 0.2% 644 0 0.0% Q4 2025 Jan 26, 2026
Accurate Wealth Management, LLC History Added to 8,875 840 0.11% 0.1% 645 +300 3.5% Q4 2025 Jan 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 9,121 838 0.06% 0.05% 646 -303 -3.22% Q4 2025 Feb 12, 2026
Advocate Investing Services LLC History New 9,100 836 0.75% — 647 +9,100 New Q4 2025 Feb 12, 2026
BANK OF STOCKTON History Added to 9,063 833 0.24% 0.1% 648 +4,325 91.28% Q4 2025 Jan 21, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 9,024 829 0.04% 0.01% 649 +5,810 180.77% Q4 2025 Jan 28, 2026
Diversified Enterprises, LLC History Added to 9,019 829 0.05% 0.04% 650 +2,015 28.77% Q4 2025 Jan 28, 2026
ADAR1 Capital Management, LLC History New 9,000 827 0.06% — 651 +9,000 New Q4 2025 Feb 18, 2026
GKV Capital Management Co., Inc. History New 9,000 827 0.31% — 652 +9,000 New Q4 2025 Feb 10, 2026
Westover Capital Advisors, LLC History Added to 8,985 825 0.15% 0.09% 653 +2,336 35.13% Q4 2025 Feb 09, 2026
HUNTINGTON NATIONAL BANK History Reduced 8,956 823 0.0% 0.0% 654 -734 -7.57% Q4 2025 Feb 09, 2026
Aprio Wealth Management, LLC History Added to 8,926 820 0.05% 0.04% 656 +3,277 58.01% Q4 2025 Jan 29, 2026
Supplemental Annuity Collective Trust of NJ History Reduced 8,921 820 0.21% 0.21% 655 -1,700 -16.01% Q4 2025 Jan 29, 2026
Fiera Capital Corp History Added to 8,915 819 0.0% 0.0% 657 +1,997 28.87% Q4 2025 Feb 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 8,913 819 0.2% 0.17% 658 -786 -8.1% Q4 2025 Jan 08, 2026
ALLIANZ SE History Added to 8,893 817 0.01% 0.01% 659 +1,484 20.03% Q4 2025 Feb 13, 2026
Ellevest, Inc. History Added to 8,895 817 0.11% 0.1% 660 +35 0.4% Q4 2025 Feb 10, 2026
NWAM LLC History No change 8,667 815 0.05% 0.04% 661 0 0.0% Q4 2025 Feb 04, 2026
Heritage Wealth Management, Inc. History Reduced 8,830 811 0.23% 0.2% 662 -12 -0.14% Q4 2025 Jan 26, 2026
QP WEALTH MANAGEMENT, LLC History New 8,816 810 0.71% — 663 +8,816 New Q4 2025 Jan 07, 2026
New Republic Capital, LLC History Added to 8,811 810 0.22% 0.08% 665 +5,288 150.1% Q4 2025 Feb 10, 2026
Focus Partners Advisor Solutions, LLC History Reduced 8,814 810 0.01% 0.01% 664 -1,493 -14.49% Q4 2025 Feb 11, 2026
Choate Investment Advisors History Reduced 8,683 798 0.02% 0.02% 666 -1,625 -15.76% Q4 2025 Feb 09, 2026
Berman McAleer LLC History Added to 8,672 797 0.11% 0.09% 667 +12 0.14% Q4 2025 Feb 05, 2026
Greystone Financial Group, LLC History Reduced 8,660 796 0.12% 0.1% 668 -47 -0.54% Q4 2025 Jan 27, 2026
Golden State Equity Partners History Added to 8,593 789 0.13% 0.1% 669 +698 8.84% Q4 2025 Jan 29, 2026
Advyzon Investment Management, LLC History New 8,483 779 0.09% — 671 +8,483 New Q4 2025 Feb 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 8,475 779 0.05% 0.04% 670 +316 3.87% Q4 2025 Feb 10, 2026
Oakworth Capital, Inc. History No change 8,408 772 0.04% 0.04% 672 0 0.0% Q4 2025 Jan 30, 2026
Vontobel Holding Ltd. History Reduced 8,391 771 0.0% 0.0% 674 -1,534 -15.46% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Added to 8,390 771 0.0% 0.0% 673 +434 5.46% Q4 2025 Feb 13, 2026
Columbia Asset Management History No change 8,379 770 0.14% 0.12% 675 0 0.0% Q4 2025 Jan 28, 2026
Castle Hook Partners LP History New 8,233 756 0.0% — 676 +8,233 New Q4 2025 Feb 17, 2026
FSM Wealth Advisors, LLC History Added to 8,192 753 0.1% 0.08% 677 +666 8.85% Q4 2025 Jan 23, 2026
Frec Markets, Inc. History New 8,110 745 0.22% — 679 +8,110 New Q4 2025 Feb 17, 2026
Crumly & Associates Inc. History Reduced 8,111 745 0.16% 0.14% 678 -412 -4.83% Q4 2025 Jan 14, 2026
Gallacher Capital Management LLC History Reduced 8,093 743 0.29% 0.25% 681 -11 -0.14% Q4 2025 Feb 03, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 8,087 743 0.03% 0.03% 680 0 0.0% Q4 2025 Jan 16, 2026
Advisors Capital Management, LLC History Added to 8,080 742 0.01% 0.01% 682 +543 7.2% Q4 2025 Jan 29, 2026
Kendall Capital Management History No change 8,033 738 0.15% 0.14% 683 0 0.0% Q4 2025 Jan 16, 2026
CULLINAN ASSOCIATES INC History No change 8,026 737 0.05% 0.04% 684 0 0.0% Q4 2025 Jan 30, 2026
Sivia Capital Partners, LLC History Added to 7,996 735 0.15% 0.15% 686 +1,137 16.58% Q4 2025 Feb 10, 2026
AR ASSET MANAGEMENT INC History No change 8,000 735 0.15% 0.13% 685 0 0.0% Q4 2025 Feb 09, 2026
Legacy Capital Wealth Partners, LLC History Reduced 7,992 734 0.16% 0.15% 687 -795 -9.05% Q4 2025 Jan 16, 2026
Five Oceans Advisors History No change 7,994 734 0.26% 0.23% 688 0 0.0% Q4 2025 Jan 16, 2026
Jefferies Financial Group Inc. History New 7,976 733 0.0% — 689 +7,976 New Q4 2025 Feb 09, 2026
Confluence Wealth Services, Inc. History Reduced 7,982 733 0.03% 0.04% 690 -3,766 -32.06% Q4 2025 Jan 28, 2026
Heritage Family Offices, LLP History Reduced 7,972 732 0.33% 0.32% 691 -922 -10.37% Q4 2025 Jan 12, 2026
EverSource Wealth Advisors, LLC History Added to 7,954 731 0.03% 0.02% 692 +722 9.98% Q4 2025 Feb 06, 2026
Glenview Trust Co History Added to 7,923 728 0.01% 0.01% 693 +3,130 65.3% Q4 2025 Feb 09, 2026
Procyon Advisors, LLC History Added to 7,911 727 0.04% 0.02% 695 +3,573 82.37% Q4 2025 Jan 07, 2026
Arete Wealth Advisors, LLC History Reduced 7,905 727 0.04% 0.04% 694 -789 -9.08% Q4 2025 Feb 13, 2026
HAMEL ASSOCIATES, INC. History New 7,854 722 0.22% — 697 +7,854 New Q4 2025 Feb 11, 2026
SKBA CAPITAL MANAGEMENT LLC History Reduced 7,861 722 0.1% 0.08% 696 -30 -0.38% Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 7,837 720 0.01% 0.01% 698 -267 -3.29% Q4 2025 Feb 05, 2026
Atlatl Advisers LLC History Added to 7,830 719 0.28% 0.18% 700 +1,944 33.03% Q4 2025 Feb 09, 2026
Haverford Trust Co History Added to 7,828 719 0.01% 0.0% 699 +857 12.29% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 7,816 718 0.08% 0.07% 701 +442 5.99% Q4 2025 Jan 09, 2026
First City Capital Management, Inc. History No change 7,788 715 0.38% 0.32% 702 0 0.0% Q4 2025 Jan 14, 2026
Miller Global Investments, LLC History New 7,716 709 0.64% — 703 +7,716 New Q4 2025 Jan 05, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 7,600 698 0.0% 0.0% 704 -1,100 -12.64% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 7,580 696 0.0% 0.0% 705 +1,104 17.05% Q4 2025 Feb 02, 2026
Rathbones Group PLC History Reduced 7,537 692 0.0% 0.0% 706 -4,200 -35.78% Q4 2025 Feb 06, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 7,521 691 0.07% 0.05% 707 +600 8.67% Q4 2025 Jan 20, 2026
FCA CORP /TX History No change 7,500 689 0.19% 0.16% 708 0 0.0% Q4 2025 Feb 11, 2026
ABN AMRO Bank N.V. History Reduced 7,514 688 0.01% 0.01% 709 -650 -7.96% Q4 2025 Feb 04, 2026
Evelyn Partners Investment Management LLP History Added to 7,473 686 0.02% 0.02% 710 +175 2.4% Q4 2025 Feb 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 7,411 681 0.06% 0.05% 711 0 0.0% Q4 2025 Jan 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 7,389 679 0.02% 0.02% 712 -752 -9.24% Q4 2025 Feb 13, 2026
S Harris Financial Group, LLC History New 7,355 676 0.65% — 715 +7,355 New Q4 2025 Mar 03, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 7,362 676 0.2% 0.11% 714 +2,403 48.46% Q4 2025 Feb 11, 2026
Jacobi Capital Management LLC History Reduced 7,363 676 0.04% 0.04% 713 -218 -2.88% Q4 2025 Feb 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 7,317 672 0.04% 0.03% 716 +1,948 36.28% Q4 2025 Jan 26, 2026
BINGHAM PRIVATE WEALTH, LLC History New 7,281 669 0.58% — 718 +7,281 New Q4 2025 Jan 23, 2026
Pekin Hardy Strauss, Inc. History Added to 7,284 669 0.06% 0.03% 717 +3,634 99.56% Q4 2025 Jan 30, 2026
NORDEN GROUP LLC History Reduced 7,258 667 0.07% 0.06% 719 -809 -10.03% Q4 2025 Jan 13, 2026
Wick Capital Partners, LLC History Added to 7,226 664 0.12% 0.13% 720 +21 0.29% Q4 2025 Mar 02, 2026
Cohen Investment Advisors LLC History Reduced 7,175 659 0.3% 0.27% 721 -104 -1.43% Q4 2025 Jan 15, 2026
FIRST MANHATTAN CO. LLC. History Added to 7,111 653 0.0% 0.0% 722 +11 0.15% Q4 2025 Feb 17, 2026
STOCK YARDS BANK & TRUST CO History No change 7,114 653 0.02% 0.02% 723 0 0.0% Q4 2025 Jan 21, 2026
Krilogy Financial LLC History Reduced 6,898 650 0.02% 0.03% 724 -2,105 -23.38% Q4 2025 Jan 27, 2026
Quadrature Capital Ltd History New 7,051 648 0.01% — 725 +7,051 New Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Reduced 7,020 645 0.07% 0.06% 726 -51 -0.72% Q4 2025 Mar 03, 2026
Fruth Investment Management History No change 6,998 643 0.17% 0.15% 727 0 0.0% Q4 2025 Jan 26, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 6,973 641 0.03% 0.03% 728 -541 -7.2% Q4 2025 Jan 21, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 6,941 638 0.02% 0.03% 729 -844 -10.84% Q4 2025 Feb 09, 2026
Chung Wu Investment Group, LLC History Reduced 6,950 638 0.52% 0.45% 730 -100 -1.42% Q4 2025 Feb 02, 2026
Pursuit Wealth Management LLC History New 6,917 635 0.55% — 731 +6,917 New Q4 2025 Jan 26, 2026
Traveka Wealth, LLC History Added to 6,898 634 0.26% 0.23% 732 +58 0.85% Q4 2025 Jan 08, 2026
McLean Asset Management Corp History No change 6,494 625 0.11% 0.11% 733 0 0.0% Q4 2025 Jan 16, 2026
Banco de Sabadell, S.A History Added to 6,773 619 0.4% 0.28% 734 +1,239 22.39% Q4 2025 Feb 09, 2026
EVOKE WEALTH, LLC History Added to 6,697 615 0.01% 0.01% 736 +2,089 45.33% Q4 2025 Feb 06, 2026
New England Research & Management, Inc. History No change 6,697 615 0.27% 0.24% 735 0 0.0% Q4 2025 Jan 07, 2026
Koshinski Asset Management, Inc. History No change 6,644 610 0.04% 0.03% 737 0 0.0% Q4 2025 Feb 03, 2026
CENTAURUS FINANCIAL, INC. History Reduced 6,620 609 0.03% 0.03% 738 -799 -10.77% Q4 2025 Feb 13, 2026
Avantra Family Wealth, Inc. History Added to 6,626 609 0.44% 0.38% 739 +34 0.52% Q4 2025 Jan 21, 2026
Gryphon Financial Partners LLC History Added to 6,612 607 0.06% 0.05% 740 +1,140 20.83% Q4 2025 Jan 08, 2026
Key FInancial Inc History Reduced 6,555 602 0.11% 0.12% 741 -1,237 -15.88% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 6,556 602 0.02% 0.02% 742 +596 10.0% Q4 2025 Jan 14, 2026
DV Trading LLC History New 6,536 600 0.02% — 743 +6,536 New Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,474 595 0.04% — 745 +6,474 New Q4 2025 Feb 17, 2026
Hamilton Wealth, LLC History Added to 6,478 595 0.11% 0.09% 744 +918 16.51% Q4 2025 Feb 19, 2026
AlTi Global, Inc. History Added to 6,467 594 0.01% 0.01% 746 +2,455 61.19% Q4 2025 Feb 13, 2026
Abel Hall, LLC History Added to 6,418 590 0.14% 0.18% 748 +736 12.95% Q4 2025 Feb 17, 2026
GRANDFIELD & DODD, LLC History Added to 6,424 590 0.03% 0.03% 747 +47 0.74% Q4 2025 Feb 10, 2026
Diversified Trust Co History Added to 6,386 587 0.01% 0.01% 749 +414 6.93% Q4 2025 Jan 09, 2026
Athena Wealth Management, LLC History New 6,310 580 0.56% — 750 +6,310 New Q4 2025 Apr 17, 2026
Quantum Portfolio Management LLC History Added to 6,284 577 0.25% 0.14% 751 +28 0.45% Q4 2025 Feb 12, 2026
MONETARY MANAGEMENT GROUP INC History Added to 6,250 574 0.13% 0.1% 752 +750 13.64% Q4 2025 Feb 11, 2026
SVB WEALTH LLC History Reduced 6,241 573 0.03% 0.03% 753 -191 -2.97% Q4 2025 Feb 04, 2026
Simplicity Wealth,LLC History Reduced 6,228 572 0.03% 0.03% 754 -1,205 -16.21% Q4 2025 Jan 30, 2026
Nilsine Partners, LLC History Reduced 6,177 567 0.05% 0.06% 756 -2,496 -28.78% Q4 2025 Jan 15, 2026
MONECO ADVISORS, LLC History Reduced 6,174 567 0.05% 0.04% 755 -41 -0.66% Q4 2025 Feb 04, 2026
Cromwell Holdings LLC History No change 6,119 562 0.31% 0.25% 757 0 0.0% Q4 2025 Jan 20, 2026
SFE Investment Counsel History No change 6,085 559 0.09% 0.07% 758 0 0.0% Q4 2025 Feb 05, 2026
AA Financial Advisors, LLC History Reduced 6,055 556 0.1% 0.13% 760 -2,774 -31.42% Q4 2025 Jan 14, 2026
Foster Victor Wealth Advisors, LLC History Added to 5,894 556 0.03% 0.03% 759 +1,045 21.55% Q4 2025 Jan 26, 2026
EVERPAR ADVISORS LLC History Reduced 6,043 555 0.21% 0.21% 761 -1,000 -14.2% Q4 2025 Jan 07, 2026
R Squared Ltd History New 6,033 554 0.26% — 762 +6,033 New Q4 2025 Jan 30, 2026
SBI Securities Co., Ltd. History Reduced 6,012 552 0.01% 0.01% 763 -384 -6.0% Q4 2025 Feb 03, 2026
Williams Jones Wealth Management, LLC. History Reduced 5,980 549 0.01% 0.01% 764 -52 -0.86% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Reduced 5,956 547 0.04% 0.04% 765 -209 -3.39% Q4 2025 Jan 13, 2026
Voya Financial Advisors, Inc. History Reduced 5,891 545 0.05% 0.05% 766 -798 -11.93% Q4 2025 Feb 13, 2026
Csenge Advisory Group History Reduced 5,938 545 0.02% 0.02% 767 -262 -4.23% Q4 2025 Feb 06, 2026
Clean Yield Group History No change 5,900 542 0.15% 0.13% 768 0 0.0% Q4 2025 Jan 26, 2026
Pointe Capital Management LLC History Reduced 5,842 537 0.27% 0.25% 769 -942 -13.89% Q4 2025 Feb 17, 2026
Pines Wealth Management, LLC History Added to 5,834 536 0.17% 0.15% 770 +196 3.48% Q4 2025 Feb 02, 2026
PFG Investments, LLC History Added to 5,828 535 0.03% 0.02% 771 +522 9.84% Q4 2025 Jan 26, 2026
Breakwater Capital Group History No change 5,811 534 0.07% 0.07% 772 0 0.0% Q4 2025 Jan 09, 2026
Larry Mathis Financial Planning, LLC History New 5,770 530 0.47% — 773 +5,770 New Q4 2025 Mar 11, 2026
XTX Topco Ltd History Reduced 5,726 526 0.01% 0.07% 775 -11,554 -66.86% Q4 2025 Feb 17, 2026
MOR Wealth Management, LLC History New 5,727 526 0.24% — 776 +5,727 New Q4 2025 Jan 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 5,734 526 0.01% 0.01% 774 +691 13.7% Q4 2025 Feb 12, 2026
Brown Financial Advisors History New 5,714 525 0.19% — 778 +5,714 New Q4 2025 Feb 17, 2026
SENTINEL TRUST CO LBA History No change 5,710 525 0.05% 0.04% 777 0 0.0% Q4 2025 Jan 29, 2026
True North Advisors, LLC History Reduced 5,679 522 0.07% 0.07% 779 -45 -0.79% Q4 2025 Jan 22, 2026
ANCHYRA PARTNERS LLC History New 5,665 520 0.16% — 780 +5,665 New Q4 2025 Jan 29, 2026
Alhambra Investment Management LLC History Added to 5,621 516 0.24% 0.2% 781 +46 0.83% Q4 2025 Jan 15, 2026
Perpetual Ltd History Reduced 5,606 515 0.01% 0.01% 782 -8,513 -60.29% Q4 2025 Jan 20, 2026
Spinnaker Investment Group, LLC History Added to 5,601 514 0.09% 0.08% 783 +21 0.38% Q4 2025 Jan 12, 2026
Beverly Hills Private Wealth, LLC History Reduced 5,562 511 0.09% 0.08% 784 -380 -6.4% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Reduced 5,336 506 0.02% 0.02% 785 -55 -1.02% Q4 2025 Jan 09, 2026
WINTON GROUP Ltd History New 5,500 505 0.02% — 786 +5,500 New Q4 2025 Feb 11, 2026
Westerkirk Capital Inc. History Reduced 5,465 502 0.05% 0.1% 787 -6,345 -53.73% Q4 2025 Feb 11, 2026
RIVERSEDGE ADVISORS, LLC History Added to 5,446 500 0.08% 0.06% 788 +566 11.6% Q4 2025 Jan 07, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 5,425 498 0.05% 0.03% 789 +65 1.21% Q4 2025 Jan 12, 2026
Gratus Wealth Advisors, LLC History New 5,407 497 0.07% — 791 +5,407 New Q4 2025 Feb 04, 2026
Archford Capital Strategies, LLC History No change 5,410 497 0.06% 0.05% 790 0 0.0% Q4 2025 Jan 15, 2026
Canopy Partners, LLC History No change 5,401 496 0.16% 0.14% 792 0 0.0% Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 5,336 490 0.01% 0.01% 793 +98 1.87% Q4 2025 Feb 03, 2026
LaSalle St. Investment Advisors, LLC History Added to 5,319 488 0.08% 0.07% 795 +161 3.12% Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 5,314 488 0.02% 0.02% 794 0 0.0% Q4 2025 Feb 09, 2026
BKM Wealth Management, LLC History Reduced 5,305 487 0.18% 0.17% 797 -755 -12.46% Q4 2025 Jan 29, 2026
Colonial River Investments, LLC History Added to 5,301 487 0.17% 0.15% 796 +17 0.32% Q4 2025 Feb 04, 2026
111 Capital History Added to 5,259 483 0.11% 0.07% 798 +523 11.04% Q4 2025 Feb 11, 2026
Jump Financial, LLC History Reduced 5,234 481 0.01% 0.02% 799 -17,147 -76.61% Q4 2025 Feb 17, 2026
Plan Group Financial, LLC History New 5,243 481 0.12% — 800 +5,243 New Q4 2025 Feb 03, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 5,205 478 0.33% 0.28% 801 0 0.0% Q4 2025 Feb 13, 2026
XML Financial, LLC History Reduced 5,198 477 0.04% 0.04% 803 -950 -15.45% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Added to 5,198 477 0.0% 0.0% 802 +180 3.59% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Reduced 5,179 476 0.02% 0.02% 804 -923 -15.13% Q4 2025 Jan 12, 2026
Verition Fund Management LLC History Reduced 5,177 475 0.0% 0.0% 805 -1,385 -21.11% Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History Reduced 5,171 475 0.05% 0.04% 806 -29 -0.56% Q4 2025 Jan 27, 2026
Essex Bank History Reduced 5,123 470 0.1% 0.09% 807 -40 -0.77% Q4 2025 Feb 02, 2026
JFS WEALTH ADVISORS, LLC History No change 5,088 467 0.03% 0.02% 808 0 0.0% Q4 2025 Jan 14, 2026
Connecticut Wealth Management, LLC History No change 5,090 467 0.02% 0.02% 809 0 0.0% Q4 2025 Feb 12, 2026
Arista Wealth Management, LLC History Reduced 5,073 466 0.06% 0.05% 810 -269 -5.04% Q4 2025 Feb 09, 2026
DV EQUITIES, LLC History New 5,065 465 0.08% — 811 +5,065 New Q4 2025 Feb 17, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 5,034 462 0.07% 0.06% 812 +25 0.5% Q4 2025 Feb 05, 2026
PHILADELPHIA TRUST CO History Added to 4,996 459 0.03% 0.02% 813 +1,310 35.54% Q4 2025 Feb 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 4,998 459 0.03% 0.02% 814 +1,066 27.11% Q4 2025 Feb 09, 2026
Transamerica Financial Advisors, LLC History Added to 4,982 457 0.04% 0.03% 815 +658 15.22% Q4 2025 Feb 13, 2026
Copley Financial Group, Inc. History New 4,964 456 0.28% — 816 +4,964 New Q4 2025 Feb 17, 2026
McKinley Carter Wealth Services, Inc. History No change 4,911 451 0.03% 0.02% 817 0 0.0% Q4 2025 Feb 06, 2026
Sage Mountain Advisors LLC History Reduced 4,901 450 0.02% 0.02% 819 -279 -5.39% Q4 2025 Jan 23, 2026
Peregrine Asset Advisers, Inc. History No change 4,900 450 0.13% 0.11% 818 0 0.0% Q4 2025 Feb 02, 2026
SIMON QUICK ADVISORS, LLC History Added to 4,880 448 0.02% 0.01% 820 +794 19.43% Q4 2025 Jan 29, 2026
Keudell/Morrison Wealth Management History New 4,789 440 0.09% — 821 +4,789 New Q4 2025 Feb 06, 2026
GDS Wealth Management History Reduced 4,788 440 0.03% 0.02% 822 -71 -1.46% Q4 2025 Feb 02, 2026
Caitong International Asset Management Co., Ltd History Added to 4,774 438 0.11% 0.12% 823 +2,520 111.8% Q4 2025 Mar 03, 2026
XPONANCE LLC History Added to 4,758 437 0.0% 0.0% 824 +569 13.58% Q4 2025 Feb 12, 2026
Redwood Investment Management, LLC History Reduced 4,747 436 0.05% 0.04% 825 -64 -1.33% Q4 2025 Feb 17, 2026
Cetera Trust Company, N.A History No change 4,745 436 0.23% 0.2% 826 0 0.0% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 4,735 435 0.01% 0.01% 828 +40 0.85% Q4 2025 Jan 30, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 4,734 435 0.0% 0.0% 827 0 0.0% Q4 2025 Feb 03, 2026
Kera Capital Partners, Inc. History New 4,684 434 0.05% — 829 +4,684 New Q4 2025 Feb 23, 2026
Modern Wealth Management, LLC History Added to 4,720 433 0.01% 0.01% 830 +801 20.44% Q4 2025 Feb 17, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 4,696 432 0.08% 0.06% 831 0 0.0% Q4 2025 Jan 14, 2026
Argent Trust Co History Reduced 4,694 431 0.01% 0.01% 832 -573 -10.88% Q4 2025 Feb 10, 2026
Optivise Advisory Services LLC History Added to 4,677 429 0.25% 0.21% 833 +3 0.06% Q4 2025 Jan 12, 2026
Corient IA LLC History Reduced 4,630 425 0.4% 0.4% 836 -2,370 -33.86% Q4 2025 Feb 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 4,625 425 0.0% 0.0% 834 +118 2.62% Q4 2025 Feb 09, 2026
Strategic Investment Solutions, Inc. /IL History No change 4,633 425 0.1% 0.09% 835 0 0.0% Q4 2025 Feb 27, 2026
Wealthfront Advisers LLC History New 4,586 421 0.0% — 837 +4,586 New Q4 2025 Jan 30, 2026
Wealth Dimensions Group, Ltd. History Reduced 4,580 421 0.08% 0.07% 838 -114 -2.43% Q4 2025 Feb 13, 2026
Resonant Capital Advisors, LLC History Added to 4,579 420 0.02% 0.02% 839 +1,120 32.38% Q4 2025 Jan 29, 2026
Meadow Creek Wealth Advisors LLC History Added to 4,551 418 0.27% 0.18% 840 +1,273 38.83% Q4 2025 Jan 28, 2026
FRG Family Wealth Advisors LLC History Added to 4,557 418 0.06% 0.05% 841 +257 5.98% Q4 2025 Jan 21, 2026
Keenan, LLC History New 4,532 416 0.37% — 842 +4,532 New Q4 2025 Mar 04, 2026
Curbstone Financial Management Corp History New 4,512 414 0.08% — 843 +4,512 New Q4 2025 Jan 23, 2026
Ashton Thomas Private Wealth, LLC History Added to 4,505 414 0.01% 0.01% 844 +855 23.42% Q4 2025 Jan 29, 2026
Thrive Wealth Management, LLC History Added to 4,493 412 0.06% 0.05% 845 +418 10.26% Q4 2025 Jan 12, 2026
ARWA LLC History New 4,470 410 0.24% — 847 +4,470 New Q4 2025 Feb 27, 2026
Opal Wealth Advisors, LLC History Reduced 4,465 410 0.11% 0.1% 846 -60 -1.33% Q4 2025 Jan 26, 2026
DeDora Capital, Inc. History Added to 4,457 409 0.1% 0.08% 848 +155 3.6% Q4 2025 Jan 22, 2026
Empower Advisory Group, LLC History Reduced 4,441 408 0.0% 0.0% 849 -1,082 -19.59% Q4 2025 Feb 12, 2026
LifeGuide Financial Advisors, LLC History Added to 4,436 406 0.13% 0.12% 850 +10 0.23% Q4 2025 Jan 05, 2026
PRIVATE TRUST CO NA History Added to 4,407 405 0.04% 0.03% 851 +371 9.19% Q4 2025 Jan 26, 2026
FIRST CITIZENS BANK & TRUST CO History New 4,394 403 0.01% — 852 +4,394 New Q4 2025 Feb 18, 2026
SAX WEALTH ADVISORS, LLC History New 4,393 403 0.02% — 853 +4,393 New Q4 2025 Jan 12, 2026
CORA CAPITAL ADVISORS LLC History Added to 4,370 401 0.16% 0.13% 854 +394 9.91% Q4 2025 Jan 28, 2026
Braeburn Wealth Management LLC History New 4,355 400 0.2% — 855 +4,355 New Q4 2025 Feb 18, 2026
Family Capital Management, Inc. History New 4,350 399 0.18% — 856 +4,350 New Q4 2025 Jan 27, 2026
Widmann Financial Services, Inc. History Reduced 4,338 398 0.24% 0.21% 858 -13 -0.3% Q4 2025 Feb 18, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 4,324 398 0.01% 0.01% 857 0 0.0% Q4 2025 Feb 10, 2026
Fairvoy Private Wealth, LLC History No change 4,316 396 0.09% 0.08% 859 0 0.0% Q4 2025 Jan 14, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 4,174 394 0.02% 0.01% 861 +1,305 45.49% Q4 2025 Feb 03, 2026
Triad Wealth Partners, LLC History Added to 4,292 394 0.04% 0.04% 860 +686 19.02% Q4 2025 Jan 22, 2026
Balefire, LLC History New 4,285 393 0.08% — 862 +4,285 New Q4 2025 Jan 12, 2026
SmartHarvest Portfolios, LLC History New 4,278 393 0.14% — 864 +4,278 New Q4 2025 Feb 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 4,279 393 0.02% 0.02% 863 0 0.0% Q4 2025 Jan 23, 2026
Great Diamond Partners, LLC History Reduced 4,262 391 0.08% 0.06% 865 -25 -0.58% Q4 2025 Feb 06, 2026
Aspen Grove Capital, LLC History Reduced 4,252 390 0.07% 0.06% 866 -167 -3.78% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 4,233 389 0.02% 0.02% 868 -1,496 -26.11% Q4 2025 Jan 27, 2026
First Financial Bank - Trust Division History Added to 4,235 389 0.03% 0.03% 867 +84 2.02% Q4 2025 Jan 02, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 4,240 389 0.05% 0.04% 869 0 0.0% Q4 2025 Jan 12, 2026
Smithfield Trust Co History Added to 4,225 388 0.02% 0.01% 870 +247 6.21% Q4 2025 Feb 09, 2026
Horizon Family Wealth, Inc. History Added to 4,230 388 0.21% 0.19% 871 +7 0.17% Q4 2025 Feb 09, 2026
55 North Private Wealth, LLC History New 4,210 387 0.1% — 872 +4,210 New Q4 2025 Jan 27, 2026
SEVEN MILE ADVISORY History Reduced 4,207 386 0.07% 0.06% 875 -689 -14.07% Q4 2025 Feb 13, 2026
Holistic Financial Partners History Reduced 4,201 386 0.14% 0.14% 874 -342 -7.53% Q4 2025 Jan 07, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 4,199 386 0.05% 0.05% 873 0 0.0% Q4 2025 Jan 15, 2026
CERTUITY, LLC History Added to 4,188 385 0.02% 0.02% 876 +254 6.46% Q4 2025 Jan 30, 2026
Visionary Wealth Advisors History Added to 4,197 385 0.02% 0.01% 877 +60 1.45% Q4 2025 Feb 13, 2026
Clearstead Trust, LLC History No change 4,187 384 0.06% 0.05% 878 0 0.0% Q4 2025 Feb 09, 2026
Gotham Asset Management, LLC History Added to 4,169 383 0.0% 0.0% 879 +1,432 52.32% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 4,167 383 0.02% 0.02% 880 -1,267 -23.32% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 4,169 383 0.04% 0.03% 881 +44 1.07% Q4 2025 Jan 29, 2026
Cypress Wealth Services, LLC History New 4,146 381 0.05% — 882 +4,146 New Q4 2025 Jan 14, 2026
Covenant Asset Management, LLC History No change 4,134 380 0.05% 0.04% 883 0 0.0% Q4 2025 Jan 30, 2026
South Street Advisors LLC History No change 4,125 379 0.05% 0.04% 884 0 0.0% Q4 2025 Feb 10, 2026
Souders Financial Advisors History Reduced 4,121 378 0.04% 0.04% 885 -459 -10.02% Q4 2025 Feb 02, 2026
Murphy & Mullick Capital Management Corp History Reduced 4,122 378 0.27% 0.24% 887 -102 -2.41% Q4 2025 Feb 10, 2026
SFG Wealth Management, LLC. History No change 4,119 378 0.15% 0.14% 886 0 0.0% Q4 2025 Feb 03, 2026
Traub Capital Management LLC History No change 4,115 378 0.36% 0.31% 888 0 0.0% Q4 2025 Jan 29, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 4,085 375 0.09% 0.08% 889 -264 -6.07% Q4 2025 Jan 28, 2026
Cinctive Capital Management LP History Reduced 4,079 374 0.02% 0.45% 890 -118,442 -96.67% Q4 2025 Feb 17, 2026
Capital Investment Management, Inc. History New 4,063 373 0.13% — 891 +4,063 New Q4 2025 Apr 10, 2026
ATLAS CAPITAL ADVISORS INC. History New 4,034 370 0.04% — 892 +4,034 New Q4 2025 Feb 13, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 4,033 370 0.07% 0.06% 893 +322 8.68% Q4 2025 Feb 04, 2026
Axis Wealth Partners, LLC History Added to 4,032 370 0.2% 0.18% 894 +30 0.75% Q4 2025 Jan 30, 2026
Ausdal Financial Partners, Inc. History Reduced 4,011 368 0.02% 0.02% 895 -1,690 -29.64% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 3,998 367 0.02% 0.02% 897 +1,268 46.45% Q4 2025 Feb 17, 2026
First Western Trust Bank History Added to 3,993 367 0.02% 0.01% 896 +150 3.9% Q4 2025 Feb 12, 2026
ICW Investment Advisors LLC History No change 4,000 367 0.13% 0.11% 898 0 0.0% Q4 2025 Feb 09, 2026
Cove Private Wealth, LLC History No change 4,000 367 0.11% 0.1% 899 0 0.0% Q4 2025 Jan 23, 2026
a16z Perennial Management, L.P. History No change 3,986 366 0.03% 0.02% 900 0 0.0% Q4 2025 Feb 10, 2026
Barry Investment Advisors, LLC History No change 3,962 364 0.08% 0.07% 901 0 0.0% Q4 2025 Feb 09, 2026
ING GROEP NV History Added to 3,949 363 0.0% 0.0% 902 +729 22.64% Q4 2025 Feb 11, 2026
Prosperity Consulting Group, LLC History Added to 3,920 360 0.02% 0.01% 904 +743 23.39% Q4 2025 Feb 17, 2026
DAVIS R M INC History Added to 3,920 360 0.01% 0.0% 903 +378 10.67% Q4 2025 Feb 12, 2026
Allianz Asset Management GmbH History Added to 3,916 359 0.0% 0.0% 905 +1,211 44.77% Q4 2025 Feb 11, 2026
Canal Capital Management, LLC History Added to 3,906 359 0.05% 0.04% 906 +35 0.9% Q4 2025 Jan 06, 2026
AMERIFLEX GROUP, INC. History Reduced 3,902 358 0.19% 0.22% 907 -3,890 -49.92% Q4 2025 Feb 18, 2026
Interchange Capital Partners, LLC History Added to 3,893 357 0.07% 0.05% 908 +678 21.09% Q4 2025 Jan 30, 2026
Guardian Wealth Management, Inc. History Reduced 3,893 357 0.21% 0.18% 909 -19 -0.49% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History New 3,843 353 0.01% — 912 +3,843 New Q4 2025 Jan 20, 2026
M3 Wealth Management, LLC History New 3,842 353 0.28% — 915 +3,842 New Q4 2025 Feb 09, 2026
Parsonex Advisory Services, Inc. History Reduced 3,844 353 0.23% 0.24% 914 -785 -16.96% Q4 2025 Feb 12, 2026
Northstar Financial Companies, Inc. History Reduced 3,842 353 0.28% 0.3% 913 -394 -9.3% Q4 2025 Feb 09, 2026
Magnus Financial Group LLC History Added to 3,843 353 0.03% 0.02% 911 +44 1.16% Q4 2025 Jan 07, 2026
First Long Island Investors, LLC History No change 3,841 353 0.03% 0.02% 910 0 0.0% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Reduced 3,833 352 0.03% 0.02% 917 -492 -11.38% Q4 2025 Feb 17, 2026
Hartford Financial Management Inc. History No change 3,834 352 0.09% 0.08% 916 0 0.0% Q4 2025 Jan 21, 2026
SAPIENT CAPITAL LLC History New 3,800 351 0.0% — 918 +3,800 New Q4 2025 Feb 05, 2026
Monument Capital Management History Added to 3,809 350 0.09% 0.07% 919 +342 9.86% Q4 2025 Jan 26, 2026
Hardy Reed LLC History Added to 3,801 349 0.02% 0.02% 920 +103 2.79% Q4 2025 Feb 06, 2026
BridgePort Financial Solutions, LLC History No change 3,790 348 0.09% 0.08% 921 0 0.0% Q4 2025 Jan 16, 2026
CHAPIN DAVIS, INC. History Reduced 3,777 347 0.08% 0.07% 922 -18 -0.47% Q4 2025 Jan 30, 2026
Veery Capital, LLC History Added to 3,770 346 0.11% 0.09% 923 +39 1.05% Q4 2025 Jan 27, 2026
Carr Financial Group Corp History Added to 3,762 345 0.09% 0.06% 925 +699 22.82% Q4 2025 Jan 09, 2026
Net Worth Advisory Group History Reduced 3,756 345 0.07% 0.1% 924 -654 -14.83% Q4 2025 Jan 14, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 3,743 344 0.0% 0.0% 926 0 0.0% Q4 2025 Feb 02, 2026
Lavaca Capital LLC History No change 3,742 344 0.06% 0.05% 927 0 0.0% Q4 2025 Feb 13, 2026
Argos Wealth Advisors, LLC History New 3,734 343 0.09% — 928 +3,734 New Q4 2025 Feb 04, 2026
Independent Advisor Alliance History Reduced 3,729 342 0.01% 0.01% 930 -3,393 -47.64% Q4 2025 Feb 04, 2026
Capital Investment Advisory Services, LLC History Added to 3,722 342 0.02% 0.02% 929 +276 8.01% Q4 2025 Jan 21, 2026
Livet Wealth, LLC History New 3,710 341 0.21% — 932 +3,710 New Q4 2025 Feb 13, 2026
Norway Savings Bank History Added to 3,712 341 0.16% 0.12% 931 +420 12.76% Q4 2025 Jan 08, 2026
Alteri Wealth LLC History Reduced 3,701 340 0.11% 0.19% 933 -3,645 -49.62% Q4 2025 Feb 11, 2026
Meadowbrook Advisors Group, LLC History New 3,695 339 0.19% — 935 +3,695 New Q4 2025 Mar 11, 2026
Providence First Trust Co History New 3,691 339 0.12% — 934 +3,691 New Q4 2025 Feb 03, 2026
August Group Capital Ltd History New 3,680 338 0.38% — 937 +3,680 New Q4 2025 Feb 12, 2026
Hudock, Inc. History Added to 3,682 338 0.05% 0.04% 936 +16 0.44% Q4 2025 Feb 12, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 3,672 337 0.08% 0.07% 938 0 0.0% Q4 2025 Feb 13, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 3,643 334 0.04% 0.03% 939 0 0.0% Q4 2025 Jan 27, 2026
Carter Financial Group, INC. History Added to 3,626 333 0.2% 0.13% 940 +813 28.9% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 3,547 326 0.02% 0.02% 941 +79 2.28% Q4 2025 Feb 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 3,539 325 0.02% 0.02% 942 +153 4.52% Q4 2025 Jan 07, 2026
Pacific Excel Wealth Advisors, Inc. History New 3,529 324 0.61% — 943 +3,529 New Q4 2025 Feb 18, 2026
Impact Capital Partners LLC History Added to 3,524 323 0.1% 0.08% 944 +38 1.09% Q4 2025 Jan 07, 2026
Veracity Capital LLC History Added to 3,503 322 0.09% 0.08% 945 +39 1.13% Q4 2025 Jan 29, 2026
OneAscent Family Office, LLC History New 3,491 320 0.22% — 947 +3,491 New Q4 2025 Feb 11, 2026
Strategic Advisors LLC History No change 3,481 320 0.05% 0.04% 946 0 0.0% Q4 2025 Feb 10, 2026
Legal Advantage Investments, Inc. History Reduced 3,475 319 0.15% 0.12% 948 -75 -2.11% Q4 2025 Jan 14, 2026
Soltis Investment Advisors LLC History Added to 3,470 318 0.02% 0.02% 949 +76 2.24% Q4 2025 Apr 02, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 3,450 317 0.09% 0.08% 950 0 0.0% Q4 2025 Jan 22, 2026
Center For Asset Management LLC History New 3,430 315 0.16% — 951 +3,430 New Q4 2025 Jan 21, 2026
AXQ CAPITAL, LP History New 3,422 314 0.07% — 953 +3,422 New Q4 2025 Feb 10, 2026
Texas Capital Bank Wealth Management Services Inc History New 3,416 314 0.02% — 952 +3,416 New Q4 2025 Feb 09, 2026
Simmons Bank History Reduced 3,415 313 0.02% 0.02% 954 -664 -16.28% Q4 2025 Feb 05, 2026
STF Management LP History Reduced 3,394 312 0.29% 0.25% 955 -5,349 -61.18% Q4 2025 Feb 05, 2026
Kestra Investment Management, LLC History Added to 3,391 311 0.01% 0.01% 956 +63 1.89% Q4 2025 Feb 09, 2026
Mesirow Financial Investment Management, Inc. History Reduced 3,375 310 0.01% 0.01% 957 -5,777 -63.12% Q4 2025 Feb 05, 2026
Cordatus Wealth Management LLC History Reduced 3,367 309 0.07% 0.07% 958 -350 -9.42% Q4 2025 Jan 26, 2026
LRI Investments, LLC History Added to 3,358 308 0.02% 0.02% 959 +78 2.38% Q4 2025 Feb 04, 2026
Marble Wealth, LLC History New 3,341 307 0.04% — 960 +3,341 New Q4 2025 Feb 10, 2026
Cannell & Spears LLC History No change 3,333 306 0.01% 0.0% 961 0 0.0% Q4 2025 Feb 17, 2026
PenderFund Capital Management Ltd. History No change 3,330 306 0.05% 0.04% 962 0 0.0% Q4 2025 Feb 17, 2026
Occidental Asset Management, LLC History Added to 3,316 304 0.04% 0.03% 963 +237 7.7% Q4 2025 Jan 08, 2026
Cerro Pacific Wealth Advisors LLC History New 3,300 303 0.08% — 966 +3,300 New Q4 2025 Feb 02, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 3,304 303 0.03% 0.02% 964 +450 15.77% Q4 2025 Jan 20, 2026
Tiller Private Wealth, Inc. History No change 3,300 303 0.11% 0.09% 965 0 0.0% Q4 2025 Jan 14, 2026
Tepp RIA, LLC History Reduced 3,280 301 0.3% 1.22% 967 -10,722 -76.57% Q4 2025 Feb 04, 2026
Wealth Management Associates, Inc. History New 3,275 301 0.1% — 968 +3,275 New Q4 2025 Jan 20, 2026
Ancora Advisors LLC History Added to 3,254 299 0.01% 0.0% 969 +2,021 163.91% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History No change 3,246 298 0.0% 0.0% 970 0 0.0% Q4 2025 Feb 17, 2026
Legacy Wealth Management, LLC / MS History No change 3,246 298 0.08% 0.07% 971 0 0.0% Q4 2025 Jan 05, 2026
Odyssey Capital Advisors, Inc. History New 3,233 297 0.26% — 975 +3,233 New Q4 2025 Feb 05, 2026
PFG Private Wealth Management, LLC History New 3,231 297 0.13% — 973 +3,231 New Q4 2025 Jan 15, 2026
Trek Financial, LLC History Added to 3,240 297 0.02% 0.01% 972 +466 16.8% Q4 2025 Feb 04, 2026
Long Run Wealth Advisors, LLC History Reduced 3,240 297 0.06% 0.05% 974 -135 -4.0% Q4 2025 Feb 02, 2026
Rosenberg Matthew Hamilton History No change 3,214 295 0.06% 0.05% 976 0 0.0% Q4 2025 Jan 05, 2026
Verity Asset Management, Inc. History Reduced 3,186 292 0.13% 0.13% 977 -2,108 -39.82% Q4 2025 Jan 30, 2026
Rossby Financial, LCC History Added to 3,178 292 0.09% 0.09% 978 +12 0.38% Q4 2025 Feb 12, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 3,157 290 0.01% 0.01% 979 -800 -20.22% Q4 2025 Feb 13, 2026
Gilman Hill Asset Management, LLC History No change 3,158 290 0.05% 0.04% 980 0 0.0% Q4 2025 Jan 12, 2026
London & Capital Asset Management Ltd History New 3,148 289 0.0% — 981 +3,148 New Q4 2025 Feb 17, 2026
Trivium Point Advisory, LLC History New 3,138 288 0.03% — 984 +3,138 New Q4 2025 Jan 26, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 3,135 288 0.09% 0.12% 985 -548 -14.88% Q4 2025 Jan 08, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 3,133 288 0.01% 0.01% 982 -57 -1.79% Q4 2025 Feb 13, 2026
McAdam, LLC History Reduced 3,143 288 0.01% 0.01% 983 -25 -0.79% Q4 2025 Feb 13, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 3,104 285 0.41% 0.46% 988 -417 -11.84% Q4 2025 Jan 28, 2026
CWA Asset Management Group, LLC History Reduced 3,110 285 0.01% 0.01% 986 -40 -1.27% Q4 2025 Jan 07, 2026
Strategies Wealth Advisors, LLC History Added to 3,101 285 0.03% 0.02% 987 +21 0.68% Q4 2025 Feb 13, 2026
Borer Denton & Associates, Inc. History New 3,100 284 0.1% — 992 +3,100 New Q4 2025 Feb 13, 2026
South Shore Capital Advisors History New 3,099 284 0.21% — 991 +3,099 New Q4 2025 Jan 21, 2026
Stirlingshire Investments, Inc. History New 3,090 284 0.25% — 990 +3,090 New Q4 2025 Feb 11, 2026
Finward Bancorp History No change 3,098 284 0.22% 0.18% 989 0 0.0% Q4 2025 Jan 21, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 3,082 283 0.05% 0.04% 993 +163 5.58% Q4 2025 Jan 26, 2026
Foster Group, Inc. History Added to 3,072 282 0.01% 0.01% 994 +418 15.75% Q4 2025 Jan 12, 2026
Vantus Wealth LLC History New 3,067 281 0.21% — 995 +3,067 New Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Reduced 3,047 280 0.01% 0.01% 997 -33,296 -91.62% Q4 2025 Feb 20, 2026
MATHER GROUP, LLC. History Added to 3,046 280 0.0% 0.0% 996 +104 3.54% Q4 2025 Jan 13, 2026
TOWNSQUARE CAPITAL LLC History Reduced 3,045 279 0.06% 0.05% 998 -1,212 -28.47% Q4 2025 Feb 11, 2026
Hoxton Planning & Management, LLC History Added to 3,027 278 0.08% 0.07% 999 +97 3.31% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 3,012 277 0.01% 0.01% 1000 +368 13.92% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Added to 3,022 277 0.0% 0.0% 1001 +297 10.9% Q4 2025 Jan 13, 2026
Quotient Wealth Partners, LLC History Reduced 3,003 276 0.01% 0.01% 1002 -128 -4.09% Q4 2025 Jan 22, 2026
EARNED WEALTH ADVISORS, LLC History Added to 2,993 275 0.09% 0.03% 1003 +375 14.32% Q4 2025 Jan 27, 2026
Garner Asset Management Corp History Reduced 2,991 274 0.11% 0.09% 1005 -80 -2.61% Q4 2025 Feb 03, 2026
CCM INVESTMENT ADVISERS LLC History Reduced 2,988 274 0.03% 0.02% 1004 -53 -1.74% Q4 2025 Jan 12, 2026
SFMG, LLC History Added to 2,979 273 0.02% 0.01% 1006 +188 6.74% Q4 2025 Feb 10, 2026
ADVISORTRUST PARTNERS, LLC History New 2,956 271 0.12% — 1009 +2,956 New Q4 2025 Mar 10, 2026
Larson Financial Group LLC History Added to 2,957 271 0.01% 0.0% 1008 +1,721 139.24% Q4 2025 Feb 06, 2026
Asset Dedication, LLC History Reduced 2,949 271 0.02% 0.02% 1007 -163 -5.24% Q4 2025 Jan 26, 2026
FAS Wealth Partners, Inc. History Added to 2,933 269 0.02% 0.01% 1010 +200 7.32% Q4 2025 Feb 18, 2026
Northstar Group, Inc. History Reduced 2,894 266 0.04% 0.04% 1011 -406 -12.3% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,896 266 0.0% 0.0% 1012 0 0.0% Q4 2025 Jan 22, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 2,888 265 0.07% 0.07% 1013 -318 -9.92% Q4 2025 Feb 05, 2026
Freestone Capital Holdings, LLC History Added to 2,886 265 0.01% 0.01% 1014 +172 6.34% Q4 2025 Jan 23, 2026
Western Wealth Management, LLC History Added to 2,887 265 0.01% 0.01% 1015 +71 2.52% Q4 2025 Feb 05, 2026
E&G Advisors, LP History No change 2,882 264 0.06% 0.05% 1016 0 0.0% Q4 2025 Jan 23, 2026
Encompass More Asset Management History Reduced 2,870 263 0.05% 0.04% 1017 -24 -0.83% Q4 2025 Feb 03, 2026
Granite Group Advisors, LLC History No change 2,861 263 0.15% 0.13% 1018 0 0.0% Q4 2025 Jan 13, 2026
A4 Wealth Advisors LLC History New 2,859 262 0.23% — 1020 +2,859 New Q4 2025 Feb 13, 2026
Rodgers Brothers Inc. History No change 2,860 262 0.03% 0.03% 1019 0 0.0% Q4 2025 Feb 13, 2026
PALLADIEM, LLC History New 2,823 261 0.25% — 1021 +2,823 New Q4 2025 Feb 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History New 2,835 260 0.07% — 1022 +2,835 New Q4 2025 Feb 11, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 2,820 259 0.0% — 1023 +2,820 New Q4 2025 Feb 11, 2026
One Wealth Advisors, LLC History Reduced 2,804 257 0.03% 0.03% 1025 -520 -15.64% Q4 2025 Feb 02, 2026
UHLMANN PRICE SECURITIES, LLC History No change 2,800 257 0.15% 0.13% 1024 0 0.0% Q4 2025 Jan 12, 2026
Massachusetts Wealth Management History No change 2,800 257 0.12% 0.11% 1026 0 0.0% Q4 2025 Jan 26, 2026
Klingman & Associates, LLC History Added to 2,792 256 0.01% 0.01% 1028 +179 6.85% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Reduced 2,787 256 0.02% 0.02% 1027 -118 -4.06% Q4 2025 Jan 29, 2026
Wellspring Financial Advisors, LLC History New 2,753 254 0.02% — 1031 +2,753 New Q4 2025 Feb 11, 2026
WealthTrust Axiom LLC History No change 2,766 254 0.07% 0.06% 1029 0 0.0% Q4 2025 Feb 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 2,764 254 0.06% 0.05% 1030 0 0.0% Q4 2025 Jan 20, 2026
Armstrong, Fleming & Moore, Inc History No change 2,766 254 0.12% 0.1% 1032 0 0.0% Q4 2025 Jan 16, 2026
LYELL WEALTH MANAGEMENT, LP History New 2,760 253 0.02% — 1034 +2,760 New Q4 2025 Feb 12, 2026
MBL Wealth, LLC History New 2,754 253 0.02% — 1035 +2,754 New Q4 2025 Jan 21, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Added to 2,761 253 0.13% 0.11% 1033 +74 2.75% Q4 2025 Jan 14, 2026
Sageworth Trust Co History Reduced 2,751 252 0.01% 0.02% 1036 -2,392 -46.51% Q4 2025 Feb 03, 2026
Northwest Quadrant Wealth Management, LLC History No change 2,726 250 0.05% 0.04% 1037 0 0.0% Q4 2025 Jan 23, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History New 2,714 249 0.06% — 1039 +2,714 New Q4 2025 Jan 12, 2026
Manchester Capital Management LLC History Added to 2,715 249 0.03% 0.0% 1038 +2,623 2851.09% Q4 2025 Feb 11, 2026
Chicago Capital, LLC History Reduced 2,693 247 0.01% 0.01% 1040 -191 -6.62% Q4 2025 Jan 26, 2026
Old North State Trust, LLC History New 2,673 246 0.15% — 1041 +2,673 New Q4 2025 Mar 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 2,672 245 0.02% 0.02% 1042 -744 -21.78% Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History New 2,652 243 0.01% — 1043 +2,652 New Q4 2025 Feb 02, 2026
TOBIAS FINANCIAL ADVISORS, INC. History New 2,644 243 0.03% — 1045 +2,644 New Q4 2025 Feb 13, 2026
Saxony Capital Management, LLC History No change 2,648 243 0.15% 0.13% 1044 0 0.0% Q4 2025 Jan 15, 2026
1ST SOURCE BANK History No change 2,622 241 0.01% 0.01% 1046 0 0.0% Q4 2025 Feb 05, 2026
Navalign, LLC History No change 2,625 241 0.06% 0.05% 1047 0 0.0% Q4 2025 Feb 05, 2026
GTS SECURITIES LLC History Reduced 2,619 240 0.01% 0.07% 1048 -20,579 -88.71% Q4 2025 Feb 13, 2026
Talisman Wealth Advisors LLC History Reduced 2,617 240 0.19% 0.19% 1049 -323 -10.99% Q4 2025 Feb 20, 2026
Banco BTG Pactual S.A. History New 2,608 239 0.04% — 1050 +2,608 New Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History New 2,567 235 0.01% — 1051 +2,567 New Q4 2025 Jan 20, 2026
DEFINED WEALTH MANAGEMENT, LLC History New 2,565 235 0.14% — 1052 +2,565 New Q4 2025 Jan 15, 2026
Petros Family Wealth, LLC History New 2,562 235 0.16% — 1053 +2,562 New Q4 2025 Jan 14, 2026
Lantz Financial LLC History New 2,550 234 0.05% — 1055 +2,550 New Q4 2025 Jan 14, 2026
17 CAPITAL PARTNERS, LLC History Reduced 2,551 234 0.12% 0.11% 1054 -59 -2.26% Q4 2025 Feb 13, 2026
4J Wealth Management LLC History New 2,532 232 0.13% — 1057 +2,532 New Q4 2025 Jan 15, 2026
KFA Private Wealth Group, LLC History New 2,531 232 0.06% — 1056 +2,531 New Q4 2025 Jan 07, 2026
TOMPKINS FINANCIAL CORP History Added to 2,519 231 0.02% 0.02% 1058 +19 0.76% Q4 2025 Jan 08, 2026
Bay Capital Advisors, LLC History New 2,512 230 0.14% — 1060 +2,512 New Q4 2025 Jan 16, 2026
DGS Capital Management, LLC History New 2,509 230 0.04% — 1059 +2,509 New Q4 2025 Feb 24, 2026
Sovran Advisors, LLC History New 2,439 229 0.02% — 1062 +2,439 New Q4 2025 Jan 20, 2026
CANADA LIFE ASSURANCE Co History Added to 2,486 229 0.0% 0.0% 1061 +1,268 104.11% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 2,488 228 0.01% 0.06% 1063 -11,749 -82.52% Q4 2025 Feb 17, 2026
ACORN CREEK CAPITAL LLC History New 2,491 228 0.08% — 1065 +2,491 New Q4 2025 Feb 02, 2026
Asset Allocation & Management Company, LLC History New 2,475 228 0.09% — 1064 +2,475 New Q4 2025 Jan 12, 2026
FMB WEALTH MANAGEMENT History New 2,477 227 0.09% — 1068 +2,477 New Q4 2025 Jan 22, 2026
Brookstone Capital Management History New 2,474 227 0.0% — 1066 +2,474 New Q4 2025 Jan 15, 2026
Investors Research Corp History No change 2,480 227 0.04% 0.04% 1067 0 0.0% Q4 2025 Jan 06, 2026
COWA, LLC History New 2,469 226 0.07% — 1070 +2,469 New Q4 2025 Feb 12, 2026
Lynx Investment Advisory History New 2,467 226 0.12% — 1071 +2,467 New Q4 2025 Feb 05, 2026
Facet Wealth, Inc. History New 2,426 226 0.0% — 1069 +2,426 New Q4 2025 Jan 29, 2026
DSG Capital Advisors, LLC History New 2,400 225 0.03% — 1072 +2,400 New Q4 2025 Jan 27, 2026
Stillwater Capital Advisors, LLC History New 2,446 224 0.02% — 1074 +2,446 New Q4 2025 Jan 14, 2026
FIRST HORIZON CORP History Added to 2,437 224 0.01% 0.01% 1073 +660 37.14% Q4 2025 Jan 27, 2026
WILLNER & HELLER, LLC History New 2,435 223 0.16% — 1077 +2,435 New Q4 2025 Jan 12, 2026
Providence Wealth Advisors, LLC History Reduced 2,466 223 0.14% 0.16% 1076 -617 -20.01% Q4 2025 Feb 06, 2026
CAMDEN NATIONAL BANK History Reduced 2,431 223 0.03% 0.03% 1075 -407 -14.34% Q4 2025 Feb 10, 2026
Paladin Wealth, LLC History New 2,409 221 0.15% — 1079 +2,409 New Q4 2025 Jan 15, 2026
Kondo Wealth Advisors, Inc. History New 2,405 221 0.08% — 1080 +2,405 New Q4 2025 Jan 30, 2026
Steigerwald, Gordon & Koch Inc. History Added to 2,405 221 0.02% 0.02% 1078 +157 6.98% Q4 2025 Jan 23, 2026
Bedel Financial Consulting, Inc. History New 2,400 220 0.02% — 1081 +2,400 New Q4 2025 Jan 28, 2026
Wealth Alliance Advisory Group, LLC History New 2,400 220 0.04% — 1082 +2,400 New Q4 2025 Jan 29, 2026
Coordinated Financial Services, Inc. History New 2,396 220 0.13% — 1084 +2,396 New Q4 2025 Feb 09, 2026
Balboa Wealth Partners History New 2,394 220 0.04% — 1083 +2,394 New Q4 2025 Jan 16, 2026
Ducere Wealth Management LLC History New 2,379 218 0.09% — 1086 +2,379 New Q4 2025 Feb 17, 2026
Precision Wealth Strategies, LLC History New 2,376 218 0.07% — 1085 +2,376 New Q4 2025 Jan 30, 2026
Kapstone Financial Advisors LLC History New 2,368 217 0.11% — 1087 +2,368 New Q4 2025 Feb 05, 2026
CURA WEALTH ADVISORS, LLC History New 2,352 216 0.08% — 1088 +2,352 New Q4 2025 Jan 23, 2026
CALTON & ASSOCIATES, INC. History New 2,345 215 0.03% — 1089 +2,345 New Q4 2025 Feb 10, 2026
Farmers National Bank History New 2,344 215 0.05% — 1090 +2,344 New Q4 2025 Mar 12, 2026
WealthShield Partners, LLC History New 2,343 215 0.02% — 1091 +2,343 New Q4 2025 Feb 03, 2026
Gladstone Institutional Advisory LLC History New 2,343 215 0.01% — 1092 +2,343 New Q4 2025 Feb 17, 2026
Meeder Advisory Services, Inc. History New 2,343 215 0.01% — 1094 +2,343 New Q4 2025 Feb 11, 2026
IVC Wealth Advisors LLC History New 2,343 215 0.09% — 1095 +2,343 New Q4 2025 Jan 16, 2026
Seed Wealth Management, Inc. History New 2,340 215 0.15% — 1097 +2,340 New Q4 2025 Jan 21, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 2,339 215 0.01% — 1096 +2,339 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 2,348 215 0.06% 0.13% 1093 -1,654 -41.33% Q4 2025 Feb 09, 2026
Cornerstone Wealth Management, LLC History New 2,330 214 0.01% — 1098 +2,330 New Q4 2025 Feb 05, 2026
VISTA INVESTMENT PARTNERS LLC History New 2,316 212 0.06% — 1099 +2,316 New Q4 2025 Jan 16, 2026
71 West Capital Partners History New 2,308 212 0.01% — 1100 +2,308 New Q4 2025 Feb 17, 2026
American Trust History New 2,304 211 0.02% — 1101 +2,304 New Q4 2025 Feb 17, 2026
J. Safra Sarasin Holding AG History New 2,275 210 0.0% — 1102 +2,275 New Q4 2025 Jan 15, 2026
Fort Sheridan Advisors LLC History New 2,281 209 0.03% — 1103 +2,281 New Q4 2025 Feb 10, 2026
bLong Financial, LLC History New 2,277 209 0.15% — 1105 +2,277 New Q4 2025 Feb 05, 2026
Knights of Columbus Asset Advisors LLC History No change 2,282 209 0.01% 0.01% 1104 0 0.0% Q4 2025 Feb 09, 2026
Farmers & Merchants Trust Co of Long Beach History New 2,272 208 0.05% — 1107 +2,272 New Q4 2025 Jan 29, 2026
KEYNOTE FINANCIAL SERVICES LLC History New 2,271 208 0.12% — 1109 +2,271 New Q4 2025 Feb 13, 2026
D.B. Root & Company, LLC History New 2,264 208 0.05% — 1106 +2,264 New Q4 2025 Feb 03, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History New 1,108 208 0.06% — 1108 +1,108 New Q4 2025 Feb 10, 2026
VestGen Investment Management History New 2,250 206 0.11% — 1111 +2,250 New Q4 2025 Feb 18, 2026
Ledyard National Bank History New 2,245 206 0.02% — 1110 +2,245 New Q4 2025 Jan 21, 2026
Mayflower Financial Advisors, LLC History New 2,243 206 0.02% — 1113 +2,243 New Q4 2025 Jan 13, 2026
RDA Financial Network History New 2,241 206 0.05% — 1112 +2,241 New Q4 2025 Jan 06, 2026
Alpha Family Trust History New 2,240 205 0.09% — 1114 +2,240 New Q4 2025 Feb 12, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History New 2,217 203 0.13% — 1115 +2,217 New Q4 2025 Feb 12, 2026
Perennial Investment Advisors, LLC History New 2,208 202 0.02% — 1116 +2,208 New Q4 2025 Feb 17, 2026
STEINBERGANNA WEALTH MANAGEMENT History New 2,200 202 0.09% — 1117 +2,200 New Q4 2025 Jan 26, 2026
Cascade Financial Partners, LLC History New 2,197 201 0.02% — 1120 +2,197 New Q4 2025 Feb 06, 2026
VERUS CAPITAL PARTNERS, LLC History New 2,196 201 0.01% — 1119 +2,196 New Q4 2025 Feb 11, 2026
Braun-Bostich & Associates Inc. History New 2,191 201 0.12% — 1118 +2,191 New Q4 2025 Jan 14, 2026
Jaffetilchin Investment Partners, LLC History New 2,182 200 0.01% — 1121 +2,182 New Q4 2025 Jan 15, 2026
WPG Advisers, LLC History Added to 2,177 200 0.15% 0.12% 1122 +128 6.25% Q4 2025 Jan 28, 2026
Westfuller Advisors, LLC History Reduced 2,084 191 0.08% 0.07% 1123 -42 -1.98% Q4 2025 Jan 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 2,085 191 0.06% 0.05% 1124 0 0.0% Q4 2025 Feb 11, 2026
TrinityBridge Ltd History No change 2,050 188 0.0% 0.0% 1125 0 0.0% Q4 2025 Feb 10, 2026
TUCKER ASSET MANAGEMENT LLC History New 2,026 186 0.05% — 1126 +2,026 New Q4 2025 Feb 05, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,899 175 0.06% 0.05% 1127 0 0.0% Q4 2025 Feb 10, 2026
LFA - Lugano Financial Advisors SA History No change 1,900 174 0.09% 0.08% 1128 0 0.0% Q4 2025 Jan 29, 2026
Crewe Advisors LLC History Added to 1,887 173 0.02% 0.01% 1129 +13 0.69% Q4 2025 Jan 16, 2026
Financial Perspectives, Inc History No change 1,864 171 0.05% 0.04% 1130 0 0.0% Q4 2025 Jan 28, 2026
ALERUS FINANCIAL NA History Reduced 1,817 167 0.01% 0.01% 1131 -26 -1.41% Q4 2025 Feb 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 1,800 165 0.06% — 1132 +1,800 New Q4 2025 Jan 20, 2026
Wealth Preservation Advisors, LLC History Reduced 1,775 163 0.08% 0.08% 1133 -24 -1.33% Q4 2025 Feb 23, 2026
Addison Advisors LLC History Added to 1,736 159 0.04% 0.03% 1134 +65 3.89% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History Added to 1,660 152 0.02% 0.02% 1135 +400 31.75% Q4 2025 Jan 23, 2026
Princeton Global Asset Management LLC History No change 1,657 152 0.02% 0.02% 1136 0 0.0% Q4 2025 Jan 20, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,642 150 0.01% 0.01% 1137 0 0.0% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 1,582 149 0.01% 0.0% 1139 +557 54.34% Q4 2025 Jan 21, 2026
FINANCIAL CONSULATE, INC History Added to 1,621 149 0.02% 0.02% 1138 +16 1.0% Q4 2025 Jan 22, 2026
Parkside Financial Bank & Trust History Added to 1,601 147 0.01% 0.01% 1140 +455 39.7% Q4 2025 Feb 13, 2026
Independence Bank of Kentucky History Added to 1,560 143 0.02% 0.01% 1141 +77 5.19% Q4 2025 Jan 20, 2026
Luken Investment Analytics, LLC History Added to 1,564 143 0.06% 0.04% 1142 +64 4.27% Q4 2025 Feb 03, 2026
Physician Wealth Advisors, Inc. History Added to 1,499 137 0.02% 0.02% 1143 +13 0.87% Q4 2025 Jan 29, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 1,490 137 0.06% 0.05% 1144 0 0.0% Q4 2025 Jan 14, 2026
GPS Wealth Strategies Group, LLC History Reduced 1,481 136 0.12% 0.05% 1145 -4,320 -74.47% Q4 2025 Feb 06, 2026
Golden State Wealth Management, LLC History Reduced 1,484 136 0.01% 0.01% 1146 -73 -4.69% Q4 2025 Feb 13, 2026
Hills Bank & Trust Co History No change 1,449 133 0.01% 0.01% 1147 0 0.0% Q4 2025 Feb 05, 2026
Bruce G. Allen Investments, LLC History Reduced 1,432 131 0.09% 0.1% 1149 -472 -24.79% Q4 2025 Feb 10, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,432 131 0.01% 0.01% 1148 0 0.0% Q4 2025 Jan 08, 2026
Rakuten Securities, Inc. History Reduced 1,420 130 0.04% 0.04% 1150 -153 -9.73% Q4 2025 Jan 29, 2026
Colonial Trust Co / SC History Reduced 1,392 128 0.02% 0.02% 1151 -384 -21.62% Q4 2025 Feb 12, 2026
Greykasell Wealth Strategies, Inc. History No change 1,380 126 0.05% 0.04% 1152 0 0.0% Q4 2025 Feb 11, 2026
North Star Investment Management Corp. History Added to 1,338 123 0.01% 0.01% 1153 +85 6.78% Q4 2025 Jan 30, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,287 118 0.0% 0.0% 1154 +137 11.91% Q4 2025 Jan 15, 2026
Dougherty Wealth Advisers LLC History No change 1,290 118 0.07% 0.06% 1155 0 0.0% Q4 2025 Jan 29, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 1,278 117 0.04% 0.05% 1156 +159 14.21% Q4 2025 Jan 22, 2026
McMillan Office, Inc. History New 1,234 113 0.01% — 1157 +1,234 New Q4 2025 Feb 12, 2026
Itau Unibanco Holding S.A. History Reduced 1,227 112 0.0% 0.01% 1159 -3,900 -76.07% Q4 2025 Feb 13, 2026
Towne Trust Company, N.A History No change 1,225 112 0.03% 0.03% 1158 0 0.0% Q4 2025 Jan 26, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 1,200 110 0.03% 0.02% 1160 0 0.0% Q4 2025 Feb 04, 2026
Anchor Investment Management, LLC History No change 1,203 110 0.01% 0.01% 1161 0 0.0% Q4 2025 Feb 26, 2026
Salomon & Ludwin, LLC History Added to 1,197 109 0.01% 0.01% 1163 +431 56.27% Q4 2025 Jan 28, 2026
Pinnacle Bancorp, Inc. History No change 1,192 109 0.03% 0.03% 1162 0 0.0% Q4 2025 Jan 22, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 1,166 107 0.0% 0.0% 1164 -130 -10.03% Q4 2025 Feb 03, 2026
HHM Wealth Advisors, LLC History No change 1,164 107 0.01% 0.01% 1165 0 0.0% Q4 2025 Jan 22, 2026
Quent Capital, LLC History Reduced 1,163 106 0.01% 0.01% 1166 -22 -1.86% Q4 2025 Jan 29, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,141 104 0.01% 0.0% 1167 +24 2.15% Q4 2025 Feb 10, 2026
Bogart Wealth, LLC History Reduced 1,123 103 0.0% 0.0% 1168 -126 -10.09% Q4 2025 Jan 30, 2026
EASTERN BANK History Reduced 1,115 102 0.0% 0.0% 1169 -493 -30.66% Q4 2025 Jan 14, 2026
TSFG, LLC History Reduced 1,106 102 0.02% 0.01% 1170 -24 -2.12% Q4 2025 Feb 04, 2026
New England Capital Financial Advisors LLC History No change 1,120 102 0.04% 0.04% 1171 0 0.0% Q4 2025 Feb 02, 2026
ADIRONDACK TRUST CO History Added to 1,102 101 0.03% 0.03% 1172 +87 8.57% Q4 2025 Jan 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,106 101 0.0% 0.0% 1173 0 0.0% Q4 2025 Feb 03, 2026
SHP Wealth Management History New 1,082 99 0.01% — 1174 +1,082 New Q4 2025 Mar 04, 2026
WEBSTER BANK, N. A. History No change 1,062 97 0.01% 0.01% 1175 0 0.0% Q4 2025 Jan 23, 2026
Center for Financial Planning, Inc. History No change 1,057 97 0.01% 0.01% 1176 0 0.0% Q4 2025 Feb 05, 2026
Strengthening Families & Communities, LLC History Reduced 1,018 93 0.03% 0.02% 1178 -373 -26.82% Q4 2025 Feb 03, 2026
IMA Advisory Services, Inc. History Added to 1,014 93 0.01% 0.01% 1177 +102 11.18% Q4 2025 Feb 11, 2026
Cornerstone Planning Group LLC History Added to 993 92 0.01% 0.01% 1179 +117 13.36% Q4 2025 Feb 02, 2026
Hilton Head Capital Partners, LLC History New 999 91 0.05% — 1183 +999 New Q4 2025 Feb 11, 2026
Inlight Wealth Management, LLC History No change 1,000 91 0.03% 0.04% 1180 0 0.0% Q4 2025 Jan 23, 2026
Accent Capital Management, LLC History No change 1,000 91 0.04% 0.03% 1181 0 0.0% Q4 2025 Feb 09, 2026
Asset Planning,Inc History No change 1,000 91 0.06% 0.05% 1182 0 0.0% Q4 2025 Feb 03, 2026
Centennial Bank/AR/ History No change 960 88 0.03% 0.03% 1184 0 0.0% Q4 2025 Feb 17, 2026
Community Bank, N.A. History No change 952 87 0.01% 0.01% 1185 0 0.0% Q4 2025 Feb 04, 2026
Frazier Financial Advisors, LLC History Added to 931 85 0.05% 0.04% 1186 +39 4.37% Q4 2025 Feb 09, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 922 84 0.02% 0.02% 1187 -149 -13.91% Q4 2025 Jan 23, 2026
Centerpoint Advisors, LLC History No change 900 83 0.03% 0.02% 1188 0 0.0% Q4 2025 Feb 13, 2026
Mechanics Financial Corp History No change 900 82 0.03% 0.03% 1189 0 0.0% Q4 2025 Jan 22, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 889 81 0.01% 0.15% 1190 -8,285 -90.31% Q4 2025 Feb 17, 2026
Quaker Wealth Management, LLC History Added to 870 80 0.03% 0.02% 1191 +53 6.49% Q4 2025 Jan 28, 2026
Financial Management Professionals, Inc. History Added to 862 79 0.01% 0.01% 1192 +25 2.99% Q4 2025 Jan 27, 2026
MTM Investment Management, LLC History No change 849 78 0.02% 0.02% 1193 0 0.0% Q4 2025 Feb 09, 2026
Newbridge Financial Services Group, Inc. History No change 839 77 0.01% 0.01% 1194 0 0.0% Q4 2025 Jan 21, 2026
Leonteq Securities AG History New 836 76 0.0% — 1195 +836 New Q4 2025 Feb 06, 2026
Crews Bank & Trust History No change 836 76 0.01% 0.01% 1196 0 0.0% Q4 2025 Jan 21, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 820 75 0.0% 0.0% 1197 +70 9.33% Q4 2025 Feb 04, 2026
Pinnacle Holdings, LLC History No change 800 73 0.02% 0.02% 1198 0 0.0% Q4 2025 Feb 12, 2026
DHJJ Financial Advisors, Ltd. History No change 800 73 0.02% 0.02% 1199 0 0.0% Q4 2025 Jan 23, 2026
Banque Cantonale Vaudoise History Added to 766 70 0.0% 0.0% 1200 +14 1.86% Q4 2025 Feb 06, 2026
General Partner, Inc. History No change 768 70 0.04% 0.03% 1201 0 0.0% Q4 2025 Jan 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Reduced 753 69 0.01% 0.01% 1202 -45 -5.64% Q4 2025 Jan 14, 2026
FIL Ltd History Added to 733 67 0.0% 0.0% 1203 +6 0.83% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 724 66 0.0% 0.0% 1204 +190 35.58% Q4 2025 Jan 13, 2026
T. Rowe Price Investment Management, Inc. History Reduced 694 64 0.0% 0.0% 1205 -447 -39.18% Q4 2025 Feb 19, 2026
REDMONT WEALTH ADVISORS LLC History No change 698 64 0.1% 0.07% 1206 0 0.0% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History Added to 693 63 0.02% 0.02% 1207 +34 5.16% Q4 2025 Jan 13, 2026
Indiana Trust & Investment Management Co History No change 681 62 0.02% 0.02% 1208 0 0.0% Q4 2025 Jan 21, 2026
Concord Wealth Partners History No change 671 61 0.01% 0.01% 1209 0 0.0% Q4 2025 Jan 29, 2026
ORG Partners LLC History No change 673 61 0.01% 0.01% 1210 0 0.0% Q4 2025 Jan 14, 2026
Capital Analysts, LLC History Reduced 625 57 0.0% 0.0% 1211 -252 -28.73% Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 607 55 0.01% — 1212 +607 New Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 583 53 0.01% — 1213 +583 New Q4 2025 Feb 05, 2026
Bollard Group LLC History Reduced 554 51 0.0% 0.0% 1215 -1,036 -65.16% Q4 2025 Feb 13, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History New 560 51 0.0% — 1214 +560 New Q4 2025 Feb 17, 2026
ORG Wealth Partners, LLC History No change 561 51 0.01% 0.01% 1216 0 0.0% Q4 2025 Jan 14, 2026
ENTRUST FINANCIAL LLC History New 550 50 0.04% — 1218 +550 New Q4 2025 Feb 06, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 548 50 0.01% 0.01% 1217 +16 3.01% Q4 2025 Jan 15, 2026
Archer Investment Corp History No change 538 49 0.01% 0.01% 1219 0 0.0% Q4 2025 Jan 30, 2026
Kozak & Associates, Inc. History Reduced 500 47 0.01% 0.03% 1220 -1,001 -66.69% Q4 2025 Jan 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 496 45 0.01% — 1222 +496 New Q4 2025 Feb 09, 2026
TRUST CO OF VERMONT History Reduced 493 45 0.0% 0.0% 1221 -149 -23.21% Q4 2025 Jan 16, 2026
Aventura Private Wealth, LLC History No change 500 45 0.02% 0.01% 1223 0 0.0% Q4 2025 Jan 07, 2026
JNBA Financial Advisors History Added to 481 44 0.0% 0.0% 1225 +140 41.06% Q4 2025 Jan 26, 2026
Abound Wealth Management History Reduced 480 44 0.01% 0.01% 1227 -43 -8.22% Q4 2025 Jan 12, 2026
BOK Financial Private Wealth, Inc. History No change 479 44 0.0% 0.0% 1224 0 0.0% Q4 2025 Feb 06, 2026
High Note Wealth, LLC History No change 480 44 0.01% 0.01% 1226 0 0.0% Q4 2025 Feb 05, 2026
Signature Equity Partners, LLC History New 473 43 0.02% — 1230 +473 New Q4 2025 Feb 17, 2026
Estabrook Capital Management History No change 475 43 0.01% 0.01% 1228 0 0.0% Q4 2025 Feb 13, 2026
Aventus Investment Advisors, Inc. History No change 470 43 0.03% 0.03% 1229 0 0.0% Q4 2025 Jan 14, 2026
Cape Investment Advisory, Inc. History Added to 447 41 0.01% 0.02% 1231 +165 58.51% Q4 2025 Feb 17, 2026
Triumph Capital Management History New 430 39 0.01% — 1232 +430 New Q4 2025 Feb 12, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 417 38 0.01% 0.01% 1233 0 0.0% Q4 2025 Jan 23, 2026
GW&K Investment Management, LLC History No change 411 38 0.0% 0.0% 1234 0 0.0% Q4 2025 Feb 11, 2026
Atlantic Edge Private Wealth Management, LLC History No change 415 38 0.01% 0.01% 1235 0 0.0% Q4 2025 Jan 27, 2026
Banque Transatlantique SA History No change 402 36 0.0% 0.0% 1236 0 0.0% Q4 2025 Feb 26, 2026
Laurel Wealth Advisors LLC History New 375 34 0.0% — 1237 +375 New Q4 2025 Jan 30, 2026
Titan Wealth (CI) Ltd History New 360 33 0.01% — 1239 +360 New Q4 2025 Feb 17, 2026
Truvestments Capital LLC History Reduced 364 33 0.01% 0.01% 1238 -233 -39.03% Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History Added to 357 32 0.01% 0.0% 1242 +183 105.17% Q4 2025 Feb 24, 2026
Park Place Capital Corp History Added to 352 32 0.01% 0.0% 1243 +72 25.71% Q4 2025 Jan 09, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 350 32 0.0% 0.0% 1240 0 0.0% Q4 2025 Feb 13, 2026
Avalon Trust Co History No change 350 32 0.0% 0.0% 1241 0 0.0% Q4 2025 Feb 09, 2026
YANKCOM Partnership History New 342 31 0.01% — 1245 +342 New Q4 2025 Jan 20, 2026
TFC Financial Management, Inc. History Added to 345 31 0.0% — 1244 +335 3350.0% Q4 2025 Jan 23, 2026
Eagle Bay Advisors LLC History New 328 30 0.02% — 1249 +328 New Q4 2025 Jan 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 328 30 0.0% 0.0% 1246 0 0.0% Q4 2025 Feb 06, 2026
ST GERMAIN D J CO INC History No change 336 30 0.0% 0.0% 1247 0 0.0% Q4 2025 Jan 29, 2026
ALBION FINANCIAL GROUP /UT History No change 337 30 0.0% 0.0% 1248 0 0.0% Q4 2025 Jan 21, 2026
Roble, Belko & Company, Inc History No change 314 29 0.0% 0.0% 1250 0 0.0% Q4 2025 Jan 12, 2026
NBT BANK N A /NY History No change 313 28 0.0% 0.0% 1251 0 0.0% Q4 2025 Jan 23, 2026
Bangor Savings Bank History Added to 304 27 0.0% 0.0% 1252 +154 102.67% Q4 2025 Jan 16, 2026
GHP Investment Advisors, Inc. History No change 300 27 0.0% 0.0% 1253 0 0.0% Q4 2025 Jan 27, 2026
TCTC Holdings, LLC History No change 300 27 0.0% 0.0% 1254 0 0.0% Q4 2025 Feb 12, 2026
Byrne Asset Management LLC History No change 300 27 0.01% 0.01% 1255 0 0.0% Q4 2025 Jan 12, 2026
SOUTH PLAINS FINANCIAL, INC. History New 287 26 0.02% — 1256 +287 New Q4 2025 Feb 13, 2026
Pacific Center for Financial Services History No change 350 26 0.01% 0.01% 1257 0 0.0% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 279 25 0.0% 0.0% 1259 -11 -3.79% Q4 2025 Feb 13, 2026
True Wealth Design, LLC History Added to 274 25 0.01% 0.01% 1258 +5 1.86% Q4 2025 Jan 08, 2026
Evelyn Partners Investment Management Services Ltd History No change 274 25 0.0% 0.0% 1260 0 0.0% Q4 2025 Feb 13, 2026
Acumen Wealth Advisors, LLC History New 267 24 0.01% — 1263 +267 New Q4 2025 Feb 13, 2026
Nemes Rush Group LLC History Added to 270 24 0.0% 0.0% 1264 +167 162.14% Q4 2025 Feb 11, 2026
Retirement Wealth Solutions LLC History Added to 262 24 0.02% 0.01% 1265 +73 38.62% Q4 2025 Jan 07, 2026
Jackson, Grant Investment Advisers, Inc. History No change 269 24 0.01% 0.01% 1261 0 0.0% Q4 2025 Jan 27, 2026
Mascoma Wealth Management LLC History No change 264 24 0.01% 0.0% 1262 0 0.0% Q4 2025 Feb 04, 2026
Basepoint Wealth LLC History New 251 23 0.01% — 1267 +251 New Q4 2025 Feb 10, 2026
Riverview Trust Co History No change 260 23 0.03% 0.02% 1266 0 0.0% Q4 2025 Jan 26, 2026
Global Wealth Strategies & Associates History New 250 22 0.01% — 1268 +250 New Q4 2025 Jan 02, 2026
Pingora Partners LLC History No change 250 22 0.01% 0.01% 1269 0 0.0% Q4 2025 Feb 13, 2026
Rialto Wealth Management, LLC History No change 250 22 0.01% 0.0% 1270 0 0.0% Q4 2025 Jan 12, 2026
Beaird Harris Wealth Management, LLC History Reduced 233 21 0.0% 0.01% 1274 -1,700 -87.95% Q4 2025 Feb 23, 2026
SOA Wealth Advisors, LLC. History Reduced 232 21 0.0% 0.0% 1273 -118 -33.71% Q4 2025 Jan 20, 2026
Westend Capital Management, LLC History No change 234 21 0.01% 0.0% 1271 0 0.0% Q4 2025 Jan 15, 2026
Measured Wealth Private Client Group, LLC History No change 235 21 0.01% 0.0% 1272 0 0.0% Q4 2025 Feb 10, 2026
KERR FINANCIAL PLANNING Corp History Reduced 110 20 0.03% 0.03% 1275 -134 -54.92% Q4 2025 Feb 10, 2026
1 NORTH WEALTH SERVICES LLC History No change 215 19 0.01% 0.01% 1276 0 0.0% Q4 2025 Feb 13, 2026
Fairscale Capital, LLC History No change 212 19 0.01% 0.01% 1277 0 0.0% Q4 2025 Feb 17, 2026
Lloyd Advisory Services, LLC. History New 201 18 0.01% — 1280 +201 New Q4 2025 Feb 06, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 200 18 0.0% 0.0% 1278 0 0.0% Q4 2025 Jan 27, 2026
ATWOOD & PALMER INC History No change 200 18 0.0% 0.0% 1279 0 0.0% Q4 2025 Jan 28, 2026
Corsicana & Co. History No change 200 18 0.01% 0.01% 1281 0 0.0% Q4 2025 Jan 07, 2026
Missouri Trust & Investment Co History No change 200 18 0.01% 0.0% 1282 0 0.0% Q4 2025 Feb 13, 2026
Fourth Dimension Wealth, LLC History No change 200 18 0.01% 0.01% 1283 0 0.0% Q4 2025 Feb 04, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 100 17 0.01% 0.01% 1284 0 0.0% Q4 2025 Jan 23, 2026
Morton Brown Family Wealth, LLC History No change 195 17 0.0% 0.0% 1285 0 0.0% Q4 2025 Jan 28, 2026
Hughes Financial Services, LLC History No change 191 17 0.0% 0.0% 1286 0 0.0% Q4 2025 Feb 11, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 169 16 0.0% 0.01% 1288 -196 -53.7% Q4 2025 Feb 02, 2026
Clal Insurance Enterprises Holdings Ltd History Reduced 170 16 0.0% 0.0% 1287 -39 -18.66% Q4 2025 Feb 13, 2026
Prestige Wealth Management Group LLC History No change 176 16 0.0% 0.0% 1289 0 0.0% Q4 2025 Feb 11, 2026
WealthCollab, LLC History No change 179 16 0.01% 0.01% 1290 0 0.0% Q4 2025 Jan 27, 2026
Reflection Asset Management History New 175 15 0.01% — 1295 +175 New Q4 2025 Mar 02, 2026
FWL INVESTMENT MANAGEMENT, LLC History New 165 15 0.0% — 1291 +165 New Q4 2025 Feb 17, 2026
Lodestone Wealth Management LLC History New 165 15 0.01% — 1292 +165 New Q4 2025 Jan 15, 2026
Wiser Advisor Group LLC History No change 173 15 0.02% 0.02% 1293 0 0.0% Q4 2025 Feb 09, 2026
Navigoe, LLC History No change 165 15 0.01% 0.01% 1294 0 0.0% Q4 2025 Feb 03, 2026
Catalyst Capital Advisors LLC History Reduced 163 14 0.0% 0.0% 1296 -131 -44.56% Q4 2025 Feb 10, 2026
Financial Network Wealth Advisors LLC History Reduced 158 14 0.01% 0.01% 1297 -8 -4.82% Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History No change 162 14 0.01% 0.01% 1298 0 0.0% Q4 2025 Feb 10, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 161 14 0.01% 0.01% 1299 0 0.0% Q4 2025 Feb 10, 2026
Tripletail Wealth Management, LLC History Reduced 145 13 0.02% 0.02% 1306 -76 -34.39% Q4 2025 Feb 12, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 149 13 0.0% 0.0% 1303 +32 27.35% Q4 2025 Feb 23, 2026
FIRST COMMUNITY TRUST NA History No change 150 13 0.01% 0.01% 1300 0 0.0% Q4 2025 Jan 16, 2026
VISION FINANCIAL MARKETS LLC History No change 153 13 0.01% 0.01% 1301 0 0.0% Q4 2025 Jan 22, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 145 13 0.01% 0.01% 1302 0 0.0% Q4 2025 Feb 12, 2026
HOEY INVESTMENTS, INC History No change 150 13 0.0% 0.0% 1304 0 0.0% Q4 2025 Jan 28, 2026
Smallwood Wealth Investment Management, LLC History No change 143 13 0.01% 0.01% 1305 0 0.0% Q4 2025 Jan 23, 2026
American Capital Advisory, LLC History No change 131 12 0.01% 0.0% 1307 0 0.0% Q4 2025 Jan 30, 2026
United Financial Planning Group LLC History New 127 11 0.01% — 1313 +127 New Q4 2025 Feb 11, 2026
SJS Investment Consulting Inc. History Added to 125 11 0.0% — 1309 +117 1462.5% Q4 2025 Jan 21, 2026
Quest 10 Wealth Builders, Inc. History Reduced 123 11 0.01% 0.01% 1312 -39 -24.07% Q4 2025 Jan 29, 2026
Scarborough Advisors, LLC History No change 120 11 0.0% 0.0% 1308 0 0.0% Q4 2025 Feb 17, 2026
1248 Management, LLC History No change 122 11 0.01% 0.01% 1310 0 0.0% Q4 2025 Feb 13, 2026
Fairman Group, LLC History No change 124 11 0.01% 0.01% 1311 0 0.0% Q4 2025 Feb 13, 2026
Strive Financial Group ,LLC History New 118 10 0.0% — 1320 +118 New Q4 2025 Feb 18, 2026
Bank of Jackson Hole Trust History Added to 111 10 0.0% 0.0% 1319 +31 38.75% Q4 2025 Feb 12, 2026
Asset Management One Co., Ltd. History Added to 117 10 0.0% 0.0% 1314 +5 4.46% Q4 2025 Jan 27, 2026
Bare Financial Services, Inc History Reduced 117 10 0.0% 0.0% 1318 -3 -2.5% Q4 2025 Feb 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 116 10 0.03% 0.02% 1315 0 0.0% Q4 2025 Feb 17, 2026
PFS Partners, LLC History No change 110 10 0.0% 0.0% 1316 0 0.0% Q4 2025 Jan 16, 2026
Valued Wealth Advisors LLC History No change 117 10 0.0% 0.0% 1317 0 0.0% Q4 2025 Jan 30, 2026
Costello Asset Management, INC History Reduced 100 9 0.0% 0.01% 1323 -300 -75.0% Q4 2025 Feb 03, 2026
Cornerstone Financial Management LLC History New 107 9 0.01% — 1328 +107 New Q4 2025 Feb 13, 2026
Kentucky Trust Co History New 106 9 0.0% — 1327 +106 New Q4 2025 Jan 21, 2026
Reyes Financial Architecture, Inc. History New 101 9 0.01% — 1326 +101 New Q4 2025 Jan 26, 2026
WOLFF WIESE MAGANA LLC History Reduced 106 9 0.0% 0.01% 1324 -92 -46.46% Q4 2025 Jan 14, 2026
Heritage Wealth Advisors History No change 99 9 0.0% 0.0% 1321 0 0.0% Q4 2025 Feb 13, 2026
West Branch Capital LLC History No change 100 9 0.0% 0.0% 1322 0 0.0% Q4 2025 Jan 16, 2026
Wealth Watch Advisors, INC History No change 106 9 0.0% 0.0% 1325 0 0.0% Q4 2025 Feb 17, 2026
Commonwealth Retirement Investments LLC History New 94 8 0.0% — 1333 +94 New Q4 2025 Feb 11, 2026
Olistico Wealth, LLC History New 90 8 0.0% — 1332 +90 New Q4 2025 Jan 13, 2026
OPTIMA CAPITAL LLC History New 88 8 0.0% — 1335 +88 New Q4 2025 Jan 23, 2026
Washington Trust Advisors, Inc. History Reduced 90 8 0.0% 0.0% 1331 -19 -17.43% Q4 2025 Feb 03, 2026
First Pacific Financial History Reduced 96 8 0.0% 0.0% 1330 -3 -3.03% Q4 2025 Jan 16, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 93 8 0.0% 0.0% 1329 0 0.0% Q4 2025 Jan 30, 2026
Sachetta, LLC History No change 90 8 0.0% 0.0% 1334 0 0.0% Q4 2025 Feb 02, 2026
Motiv8 Investments LLC History New 80 7 0.0% — 1343 +80 New Q4 2025 Feb 13, 2026
Whipplewood Advisors, LLC History New 80 7 0.0% — 1344 +80 New Q4 2025 Feb 17, 2026
Global Trust Asset Management, LLC History New 78 7 0.0% — 1338 +78 New Q4 2025 Jan 20, 2026
Elevated Capital Advisors, LLC History New 78 7 0.0% — 1339 +78 New Q4 2025 Jan 27, 2026
MCF Advisors LLC History Added to 82 7 0.0% — 1336 +77 1540.0% Q4 2025 Feb 11, 2026
Stone House Investment Management, LLC History New 77 7 0.0% — 1337 +77 New Q4 2025 Jan 21, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 77 7 0.0% 0.0% 1340 -7 -8.33% Q4 2025 Jan 20, 2026
Dunhill Financial, LLC History Added to 86 7 0.0% 0.0% 1342 +3 3.61% Q4 2025 Jan 29, 2026
New Millennium Group LLC History No change 78 7 0.0% 0.0% 1341 0 0.0% Q4 2025 Feb 06, 2026
Greenline Wealth Management LLC History New 72 6 0.01% — 1349 +72 New Q4 2025 Feb 13, 2026
MCGUIRE CAPITAL ADVISORS INC History New 72 6 0.0% — 1350 +72 New Q4 2025 Feb 19, 2026
Minot DeBlois Advisors LLC History No change 75 6 0.01% 0.0% 1345 0 0.0% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History No change 68 6 0.0% 0.0% 1346 0 0.0% Q4 2025 Feb 11, 2026
BURKETT FINANCIAL SERVICES, LLC History No change 74 6 0.0% 0.0% 1347 0 0.0% Q4 2025 Jan 05, 2026
Avion Wealth History No change 74 6 0.0% 0.0% 1348 0 0.0% Q4 2025 Jan 23, 2026
Johnson Financial Group, Inc. History Reduced 61 5 0.0% 0.0% 1352 -485 -88.83% Q4 2025 Feb 12, 2026
Bravera Wealth History New 59 5 0.0% — 1360 +59 New Q4 2025 Apr 22, 2026
EQ WEALTH ADVISORS, LLC History New 56 5 0.0% — 1357 +56 New Q4 2025 Feb 02, 2026
Kilter Group LLC History Added to 59 5 0.0% 0.0% 1358 +33 126.92% Q4 2025 Feb 13, 2026
HighMark Wealth Management LLC History Reduced 59 5 0.0% 0.0% 1355 -10 -14.49% Q4 2025 Feb 05, 2026
Tidemark, LLC History Reduced 55 5 0.0% 0.0% 1356 -9 -14.06% Q4 2025 Feb 10, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 62 5 0.0% 0.0% 1351 0 0.0% Q4 2025 Jan 26, 2026
St. Johns Investment Management Company, LLC History No change 58 5 0.0% 0.0% 1353 0 0.0% Q4 2025 Jan 29, 2026
McIlrath & Eck, LLC History No change 61 5 0.0% 0.0% 1354 0 0.0% Q4 2025 Feb 03, 2026
TOWER TRUST & INVESTMENT Co History No change 55 5 0.0% 0.0% 1359 0 0.0% Q4 2025 Jan 21, 2026
HFM Investment Advisors, LLC History New 50 4 0.0% — 1367 +50 New Q4 2025 Feb 05, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History New 49 4 0.0% — 1366 +49 New Q4 2025 Jan 22, 2026
Ninepoint Partners LP History New 46 4 0.0% — 1362 +46 New Q4 2025 Feb 17, 2026
Piscataqua Savings Bank History New 45 4 0.0% — 1364 +45 New Q4 2025 Jan 16, 2026
Imprint Wealth LLC History Reduced 45 4 0.02% 0.02% 1365 -45 -50.0% Q4 2025 Feb 17, 2026
Cedar Mountain Advisors, LLC History Added to 45 4 0.0% — 1363 +32 246.15% Q4 2025 Feb 11, 2026
Winch Advisory Services, LLC History No change 44 4 0.0% 0.0% 1361 0 0.0% Q4 2025 Feb 03, 2026
CoreFirst Bank & Trust History Reduced 40 3 0.0% 0.01% 1369 -200 -83.33% Q4 2025 Feb 11, 2026
Legacy Wealth Managment, LLC/ID History New 42 3 0.0% — 1374 +42 New Q4 2025 Feb 03, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 40 3 0.0% — 1372 +40 New Q4 2025 Feb 10, 2026
BAYBAN History New 40 3 0.0% — 1376 +40 New Q4 2025 Mar 05, 2026
Activest Wealth Management History New 36 3 0.0% — 1370 +36 New Q4 2025 Jan 30, 2026
Strategic Wealth Advisors LLC History New 35 3 0.0% — 1375 +35 New Q4 2025 Feb 03, 2026
BFSG, LLC History No change 36 3 0.0% 0.0% 1368 0 0.0% Q4 2025 Jan 22, 2026
Hara Capital LLC History No change 40 3 0.0% 0.0% 1371 0 0.0% Q4 2025 Jan 15, 2026
Millstone Evans Group, LLC History No change 42 3 0.0% 0.0% 1373 0 0.0% Q4 2025 Feb 02, 2026
UNION SAVINGS BANK History New 30 2 0.0% — 1381 +30 New Q4 2025 Mar 06, 2026
Inspire Investing, LLC History New 28 2 0.0% — 1377 +28 New Q4 2025 Feb 17, 2026
Signature Resources Capital Management, LLC History New 26 2 0.0% — 1378 +26 New Q4 2025 Jan 21, 2026
Dogwood Wealth Management LLC History Added to 30 2 0.0% — 1382 +26 650.0% Q4 2025 Feb 04, 2026
Coston, McIsaac & Partners History Added to 31 2 0.0% — 1379 +20 181.82% Q4 2025 Feb 03, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 28 2 0.0% 0.0% 1380 0 0.0% Q4 2025 Jan 09, 2026
Kohmann Bosshard Financial Services, LLC History New 21 1 0.0% — 1385 +21 New Q4 2025 Jan 30, 2026
First Command Advisory Services, Inc. History New 21 1 0.0% — 1386 +21 New Q4 2025 Feb 11, 2026
Ares Financial Consulting, LLC History New 20 1 0.0% — 1392 +20 New Q4 2025 Jan 30, 2026
TOTH FINANCIAL ADVISORY CORP History New 18 1 0.0% — 1383 +18 New Q4 2025 Jan 20, 2026
Benson Wealth Management INC History New 16 1 0.0% — 1393 +16 New Q4 2025 Feb 12, 2026
Creative Capital Management Investments LLC History New 15 1 0.0% — 1389 +15 New Q4 2025 Jan 23, 2026
Colonial Trust Advisors History No change 18 1 0.0% 0.0% 1384 0 0.0% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History No change 19 1 0.0% 0.0% 1387 0 0.0% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History No change 13 1 0.0% 0.0% 1388 0 0.0% Q4 2025 Jan 15, 2026
Gold Investment Management Ltd. History No change 20 1 0.0% 0.0% 1390 0 0.0% Q4 2025 Jan 28, 2026
Caitlin John, LLC History No change 12 1 0.0% — 1391 0 0.0% Q4 2025 Feb 18, 2026
Bridgewater Associates, LP History Closed out 0 0 — 0.14% — -462,859 -100.0% Q3 2025 Nov 13, 2025
Hudson Bay Capital Management LP History Closed out 0 0 — 0.11% — -444,874 -100.0% Q3 2025 Dec 15, 2025
MACQUARIE GROUP LTD History Closed out 0 0 — 0.03% — -346,576 -100.0% Q3 2025 Nov 13, 2025
Beck Bode, LLC History Closed out 0 0 — 2.77% — -223,543 -100.0% Q3 2025 Nov 14, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.05% — -171,635 -100.0% Q3 2025 Nov 14, 2025
Foresight Group Ltd Liability Partnership History Closed out 0 0 — 1.96% — -171,086 -100.0% Q3 2025 Nov 06, 2025
ORBIMED ADVISORS LLC History Closed out 0 0 — 0.27% — -150,000 -100.0% Q3 2025 Nov 14, 2025
TANG CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.44% — -150,000 -100.0% Q3 2025 Nov 14, 2025
ZEVIN ASSET MANAGEMENT LLC History Closed out 0 0 — 1.6% — -143,346 -100.0% Q3 2025 Nov 10, 2025
HOWE & RUSLING INC History Closed out 0 0 — 0.62% — -117,593 -100.0% Q3 2025 Nov 05, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 — 0.1% — -116,460 -100.0% Q3 2025 Nov 06, 2025
Zimmer Partners, LP History Closed out 0 0 — 0.18% — -108,200 -100.0% Q3 2025 Nov 14, 2025
SCHARF INVESTMENTS, LLC History Closed out 0 0 — 0.18% — -92,464 -100.0% Q3 2025 Nov 13, 2025
Orca Wealth Management, LLC History Closed out 0 0 — 4.01% — -68,978 -100.0% Q3 2025 Nov 13, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.12% — -66,643 -100.0% Q3 2025 Oct 31, 2025
PFM Health Sciences, LP History Closed out 0 0 — 0.36% — -61,795 -100.0% Q3 2025 Nov 14, 2025
SIMPLEX TRADING, LLC History Closed out 0 0 — 0.0% — -59,483 -100.0% Q3 2025 Nov 12, 2025
Americana Partners, LLC History Closed out 0 0 — 0.12% — -49,833 -100.0% Q3 2025 Oct 29, 2025
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History Closed out 0 0 — 0.9% — -49,765 -100.0% Q3 2025 Nov 12, 2025
Guardian Partners Inc. History Closed out 0 0 — 0.32% — -44,581 -100.0% Q3 2025 Nov 13, 2025
IMC-Chicago, LLC History Closed out 0 0 — 0.0% — -41,505 -100.0% Q3 2025 Nov 04, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 — 0.23% — -38,817 -100.0% Q3 2025 Oct 28, 2025
My Personal CFO, LLC History Closed out 0 0 — 1.14% — -38,411 -100.0% Q3 2025 Oct 21, 2025
Aurora Investment Counsel History Closed out 0 0 — 1.46% — -36,425 -100.0% Q3 2025 Nov 10, 2025
Horizon Investments, LLC History Closed out 0 0 — 0.03% — -30,649 -100.0% Q3 2025 Nov 14, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.03% — -29,738 -100.0% Q3 2025 Nov 06, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.02% — -28,199 -100.0% Q3 2025 Nov 13, 2025
LEVEL FOUR ADVISORY SERVICES, LLC History Closed out 0 0 — 0.07% — -27,513 -100.0% Q3 2025 Nov 12, 2025
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Closed out 0 0 — 0.23% — -25,596 -100.0% Q3 2025 Oct 24, 2025
Engineers Gate Manager LP History Closed out 0 0 — 0.02% — -25,377 -100.0% Q3 2025 Nov 14, 2025
Lighthouse Investment Partners, LLC History Closed out 0 0 — 0.06% — -25,000 -100.0% Q3 2025 Nov 14, 2025
Optiver Holding B.V. History Closed out 0 0 — 0.0% — -23,275 -100.0% Q3 2025 Nov 10, 2025
Generali Investments CEE, investicni spolecnost, a.s. History Closed out 0 0 — 0.12% — -21,100 -100.0% Q3 2025 Oct 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 — 0.0% — -13,912 -100.0% Q3 2025 Nov 14, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 — 0.15% — -13,809 -100.0% Q3 2025 Nov 10, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 — 0.13% — -12,379 -100.0% Q3 2025 Oct 07, 2025
MARIETTA INVESTMENT PARTNERS LLC History Closed out 0 0 — 0.18% — -12,184 -100.0% Q3 2025 Nov 12, 2025
SITTNER & NELSON, LLC History Closed out 0 0 — 0.31% — -11,225 -100.0% Q3 2025 Nov 14, 2025
BOOTHBAY FUND MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -10,841 -100.0% Q3 2025 Nov 14, 2025
Whalen Wealth Management Inc. History Closed out 0 0 — 0.44% — -9,719 -100.0% Q3 2025 Oct 09, 2025
Riverview Capital Advisers, LLC History Closed out 0 0 — 0.21% — -9,491 -100.0% Q3 2025 Nov 12, 2025
HBK Sorce Advisory LLC History Closed out 0 0 — 0.02% — -7,785 -100.0% Q3 2025 Oct 16, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 — 0.0% — -7,600 -100.0% Q3 2025 Nov 14, 2025
Coastline Trust Co History Closed out 0 0 — 0.06% — -7,570 -100.0% Q3 2025 Oct 21, 2025
HOWLAND CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.02% — -7,000 -100.0% Q3 2025 Oct 29, 2025
BRADLEY FOSTER & SARGENT INC/CT History Closed out 0 0 — 0.01% — -6,882 -100.0% Q3 2025 Nov 10, 2025
PROSPECTOR PARTNERS LLC History Closed out 0 0 — 0.06% — -6,877 -100.0% Q3 2025 Nov 07, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -6,857 -100.0% Q3 2025 Oct 14, 2025
CenterStar Asset Management, LLC History Closed out 0 0 — 0.11% — -6,679 -100.0% Q3 2025 Oct 20, 2025
CreativeOne Wealth, LLC History Closed out 0 0 — 0.01% — -6,140 -100.0% Q3 2025 Nov 13, 2025
Saranac Partners Ltd History Closed out 0 0 — 0.16% — -5,817 -100.0% Q3 2025 Dec 05, 2025
Legacy Capital Group California, Inc. History Closed out 0 0 — 0.1% — -5,287 -100.0% Q3 2025 Nov 12, 2025
Pine Valley Investments Ltd Liability Co History Closed out 0 0 — 0.02% — -5,036 -100.0% Q3 2025 Feb 17, 2026
Blue Barn Wealth, LLC History Closed out 0 0 — 0.17% — -4,904 -100.0% Q3 2025 Nov 14, 2025
GM Advisory Group, LLC History Closed out 0 0 — 0.02% — -4,845 -100.0% Q3 2025 Nov 19, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.05% — -4,688 -100.0% Q3 2025 Nov 12, 2025
NorthRock Partners, LLC History Closed out 0 0 — 0.01% — -4,466 -100.0% Q3 2025 Nov 14, 2025
Jain Global LLC History Closed out 0 0 — 0.0% — -4,450 -100.0% Q3 2025 Nov 14, 2025
Astoria Portfolio Advisors LLC. History Closed out 0 0 — 0.1% — -4,339 -100.0% Q3 2025 Oct 09, 2025
Advisors Preferred, LLC History Closed out 0 0 — 0.05% — -4,223 -100.0% Q3 2025 Nov 10, 2025
Pure Financial Advisors, LLC History Closed out 0 0 — 0.01% — -4,198 -100.0% Q3 2025 Oct 20, 2025
Blueshift Asset Management, LLC History Closed out 0 0 — 0.09% — -3,883 -100.0% Q3 2025 Nov 13, 2025
Sonoma Allocations LLC History Closed out 0 0 — 0.11% — -3,593 -100.0% Q3 2025 Oct 24, 2025
MidWestOne Financial Group, Inc. History Closed out 0 0 — 0.03% — -3,582 -100.0% Q3 2025 Nov 06, 2025
SIG BROKERAGE, LP History Closed out 0 0 — 0.01% — -3,382 -100.0% Q3 2025 Nov 14, 2025
Beaumont Financial Advisors, LLC History Closed out 0 0 — 0.02% — -3,251 -100.0% Q3 2025 Oct 23, 2025
New England Professional Planning Group Inc. History Closed out 0 0 — 0.11% — -3,140 -100.0% Q3 2025 Oct 14, 2025
Bayesian Capital Management, LP History Closed out 0 0 — 0.05% — -3,129 -100.0% Q3 2025 Nov 14, 2025
Advisor OS, LLC History Closed out 0 0 — 0.02% — -2,962 -100.0% Q3 2025 Nov 12, 2025
Accuvest Global Advisors History Closed out 0 0 — 0.14% — -2,945 -100.0% Q3 2025 Nov 12, 2025
Forvis Mazars Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -2,884 -100.0% Q3 2025 Oct 30, 2025
MQS Management LLC History Closed out 0 0 — 0.13% — -2,855 -100.0% Q3 2025 Nov 06, 2025
FineMark National Bank & Trust History Closed out 0 0 — 0.01% — -2,845 -100.0% Q3 2025 Nov 12, 2025
Founders Financial Alliance, LLC History Closed out 0 0 — 0.04% — -2,759 -100.0% Q3 2025 Nov 07, 2025
DONALDSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.01% — -2,736 -100.0% Q3 2025 Nov 04, 2025
Virtu Financial LLC History Closed out 0 0 — 0.01% — -2,717 -100.0% Q3 2025 Nov 14, 2025
Penserra Capital Management LLC History Closed out 0 0 — 0.0% — -1,846 -100.0% Q3 2025 Nov 04, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.05% — -1,643 -100.0% Q3 2025 Oct 08, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.01% — -1,591 -100.0% Q3 2025 Nov 17, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,413 -100.0% Q3 2025 Oct 07, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.05% — -1,205 -100.0% Q3 2025 Nov 03, 2025
MONTAG A & ASSOCIATES INC History Closed out 0 0 — 0.0% — -742 -100.0% Q3 2025 Nov 12, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.01% — -700 -100.0% Q3 2025 Oct 22, 2025
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 — 0.0% — -600 -100.0% Q3 2025 Nov 03, 2025
E Fund Management (Hong Kong) Co., Ltd. History Closed out 0 0 — 0.02% — -466 -100.0% Q3 2025 Oct 23, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -451 -100.0% Q3 2025 Nov 14, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.01% — -422 -100.0% Q3 2025 Oct 28, 2025
Cherry Tree Wealth Management, LLC History Closed out 0 0 — 0.01% — -334 -100.0% Q3 2025 Nov 24, 2025
Park Square Financial Group, LLC History Closed out 0 0 — 0.1% — -318 -100.0% Q3 2025 Nov 12, 2025
J. Goldman & Co LP History Closed out 0 0 — 0.0% — -300 -100.0% Q3 2025 Nov 14, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.01% — -286 -100.0% Q3 2025 Nov 13, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.03% — -280 -100.0% Q3 2025 Nov 07, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -253 -100.0% Q3 2025 Nov 13, 2025
North Capital, Inc. History Closed out 0 0 — 0.01% — -230 -100.0% Q3 2025 Oct 09, 2025
TD Capital Management LLC History Closed out 0 0 — 0.0% — -226 -100.0% Q3 2025 Nov 24, 2025
Y.D. More Investments Ltd History Closed out 0 0 — — — -157 -100.0% Q3 2025 Nov 10, 2025
CITY HOLDING CO History Closed out 0 0 — 0.0% — -153 -100.0% Q3 2025 Oct 22, 2025
DT Investment Partners, LLC History Closed out 0 0 — 0.0% — -130 -100.0% Q3 2025 Oct 22, 2025
Groupe la Francaise History Closed out 0 0 — 0.0% — -130 -100.0% Q3 2025 Nov 13, 2025
Pacifica Partners Inc. History Closed out 0 0 — 0.0% — -109 -100.0% Q3 2025 Oct 09, 2025
Friedenthal Financial History Closed out 0 0 — 0.0% — -101 -100.0% Q3 2025 Oct 15, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.0% — -83 -100.0% Q3 2025 Oct 21, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -80 -100.0% Q3 2025 Oct 29, 2025
PIN OAK INVESTMENT ADVISORS INC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2025 Nov 17, 2025
RMG Wealth Management LLC History Closed out 0 0 — 0.0% — -56 -100.0% Q3 2025 Oct 30, 2025
NFJ INVESTMENT GROUP, LLC History Closed out 0 0 — 0.0% — -52 -100.0% Q3 2025 Nov 14, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.0% — -45 -100.0% Q3 2025 Nov 10, 2025
Private Wealth Asset Management, LLC History Closed out 0 0 — 0.0% — -40 -100.0% Q3 2025 Nov 03, 2025
CX Institutional History Closed out 0 0 — 0.0% — -34 -100.0% Q3 2025 Oct 23, 2025
GODSEY & GIBB, INC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2025 Oct 24, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Oct 16, 2025
Godfrey Financial Associates, Inc. History New 14 0 — — — +14 New Q4 2025 Feb 10, 2026
SWAN Capital LLC History Closed out 0 0 — — — -13 -100.0% Q3 2025 Nov 14, 2025
Trust Co History New 10 0 — — — +10 New Q4 2025 Jan 15, 2026
Sunrise Financial Services, LLC History New 8 0 — — — +8 New Q4 2025 Feb 11, 2026
Networth Advisors, LLC History New 6 0 — — — +6 New Q4 2025 Jan 22, 2026
Bear Mountain Capital, Inc. History Reduced 1 0 — — — -4 -80.0% Q4 2025 Jan 22, 2026
Hamrick Investment Counsel, llc History New 3 0 — — — +3 New Q4 2025 Mar 31, 2026
Financial Life Planners History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 13, 2025
Operose Advisors LLC History No change 10 0 — — — 0 0.0% Q4 2025 Feb 10, 2026