British American Tobacco p.l.c. - BTI

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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
Capital International Investors History Added to 64,389,481 3,645,500 0.57% 0.55% 1 +332,062 0.52% Q4 2025 Feb 11, 2026
FMR LLC History Added to 31,095,442 1,760,623 0.09% 0.06% 2 +10,675,400 52.28% Q4 2025 Feb 17, 2026
GQG Partners LLC History Reduced 28,062,747 1,588,913 2.62% 2.33% 3 -492,122 -1.72% Q4 2025 Feb 13, 2026
Capital Research Global Investors History Added to 22,333,402 1,264,512 0.23% 0.22% 4 +264,511 1.2% Q4 2025 Feb 11, 2026
BlackRock, Inc. History Reduced 10,627,783 601,745 0.01% 0.01% 5 -265,785 -2.44% Q4 2025 Feb 12, 2026
Capital World Investors History Added to 9,518,567 538,935 0.07% 0.07% 6 +47,858 0.51% Q4 2025 Feb 11, 2026
Orbis Allan Gray Ltd History Reduced 9,300,901 526,617 2.21% 2.17% 7 -220,229 -2.31% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 7,242,267 410,057 0.03% 0.02% 8 +307,475 4.43% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 4,812,348 272,475 0.02% 0.02% 9 -452,113 -8.59% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 3,847,891 217,867 0.04% 0.04% 10 +256,554 7.14% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Reduced 3,777,292 213,870 0.36% 0.35% 11 -1,845 -0.05% Q4 2025 Feb 12, 2026
Mondrian Investment Partners LTD History Reduced 3,745,088 212,046 3.5% 3.71% 12 -440,517 -10.52% Q4 2025 Feb 09, 2026
NATIXIS ADVISORS, LLC History Added to 3,266,600 184,955 0.26% 0.24% 13 +164,798 5.31% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Reduced 3,165,626 179,237 0.03% 0.03% 14 -429,207 -11.94% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,980,787 168,772 0.05% 0.05% 15 -43,130 -1.43% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,957,745 167,467 0.05% 0.05% 16 +104,965 3.68% Q4 2025 Feb 18, 2026
Bridgewater Associates, LP History Reduced 2,952,078 167,146 0.61% 0.78% 17 -790,642 -21.12% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,791,356 158,046 0.02% 0.03% 18 -1,772,192 -38.83% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,702,504 153,015 0.02% 0.02% 19 -731,550 -21.3% Q4 2025 Mar 25, 2026
JPMORGAN CHASE & CO History Reduced 2,641,287 149,549 0.01% 0.01% 20 -82,830 -3.04% Q4 2025 Feb 11, 2026
Newport Trust Company, LLC History Added to 2,611,105 147,840 0.35% 0.31% 21 +8,952 0.34% Q4 2025 Feb 06, 2026
Optiver Holding B.V. History Reduced 2,495,396 141,289 0.05% 0.06% 22 -362,279 -12.68% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 2,478,557 140,335 0.02% 0.02% 23 -43,098 -1.71% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 2,366,970 134,017 0.19% 0.19% 24 -16,975 -0.71% Q4 2025 Feb 17, 2026
Empyrean Capital Partners, LP History No change 2,200,000 124,564 4.34% 4.69% 25 0 0.0% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 2,109,570 119,443 0.03% 0.03% 26 +109,113 5.45% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 2,043,558 115,706 0.02% 27 +2,043,558 New Q4 2025 Feb 17, 2026
Maple Rock Capital Partners Inc. History Added to 1,655,300 93,723 3.1% 2.45% 28 +485,500 41.5% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 1,550,314 87,778 0.09% 0.09% 29 -168,916 -9.83% Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 1,521,732 86,160 0.22% 0.25% 30 -162,193 -9.63% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,515,996 85,835 0.11% 0.06% 31 +634,460 71.97% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 1,470,827 83,278 0.23% 0.14% 32 +443,740 43.2% Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History Added to 1,407,980 79,719 0.14% 0.12% 33 +123,430 9.61% Q4 2025 Feb 04, 2026
Cullen Capital Management, LLC History Added to 1,334,963 75,585 0.83% 0.78% 34 +163 0.01% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 1,321,060 74,798 0.03% 0.06% 35 -1,191,030 -47.41% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History Added to 1,282,400 72,609 0.14% 0.11% 36 +259,000 25.31% Q4 2025 Feb 17, 2026
Capital International, Inc./CA/ History Added to 1,253,448 70,970 0.56% 0.48% 37 +117,382 10.33% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History Added to 1,246,775 70,592 0.06% 0.02% 38 +907,050 267.0% Q4 2025 Feb 13, 2026
Madison Avenue Partners, LP History No change 1,223,767 69,289 2.98% 3.88% 39 0 0.0% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 995,177 56,346 0.01% 0.01% 40 +247,409 33.09% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 949,500 53,760 0.09% 0.11% 41 -262,165 -21.64% Q4 2025 Feb 12, 2026
ABC ARBITRAGE SA History Added to 918,653 52,014 4.87% 4.03% 42 +147,630 19.15% Q4 2025 Feb 04, 2026
FIRST TRUST ADVISORS LP History Reduced 806,799 45,680 0.03% 0.03% 43 -45,965 -5.39% Q4 2025 Feb 13, 2026
TODD ASSET MANAGEMENT LLC History Reduced 800,230 45,309 0.88% 0.86% 44 -3,202 -0.4% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 755,785 43,358 0.0% 0.0% 45 +8,544 1.14% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 757,630 42,895 0.01% 0.01% 46 -25,330 -3.24% Q4 2025 Feb 12, 2026
SEI INVESTMENTS CO History Added to 743,788 42,114 0.04% 0.01% 47 +500,371 205.56% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 739,687 41,881 0.05% 0.0% 48 +654,769 771.06% Q4 2025 Jan 09, 2026
1832 Asset Management L.P. History Added to 734,300 41,576 0.03% 0.0% 49 +723,900 6960.58% Q4 2025 Feb 13, 2026
Callodine Capital Management, LP History Added to 680,377 38,522 3.09% 2.83% 50 +72,577 11.94% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 674,317 38,179 0.02% 0.03% 51 -414,183 -38.05% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 655,769 37,129 0.01% 0.01% 52 -51,370 -7.26% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 639,748 36,222 0.03% 0.03% 53 +41,594 6.95% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Reduced 632,967 35,838 0.02% 0.03% 54 -444,933 -41.28% Q4 2025 Feb 17, 2026
Euro Pacific Asset Management, LLC History Reduced 657,883 34,748 3.86% 4.04% 55 -2,600 -0.39% Q4 2025 Jan 21, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 589,730 33,390 0.25% 0.24% 56 0 0.0% Q4 2025 Jan 29, 2026
Invesco Ltd. History Reduced 578,458 32,752 0.01% 0.0% 57 -10,259 -1.74% Q4 2025 Feb 19, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 565,723 32,031 0.01% 0.01% 58 +171,831 43.62% Q4 2025 Jan 22, 2026
McGowan Group Asset Management, Inc. History Added to 559,252 31,664 3.93% 3.66% 59 +2,385 0.43% Q4 2025 Jan 29, 2026
ASSETMARK, INC History Added to 557,887 31,587 0.06% 0.06% 60 +23,141 4.33% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 525,887 29,779 0.04% 0.05% 61 -60,483 -10.31% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Reduced 521,700 29,538 0.03% 0.13% 62 -897,900 -63.25% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 489,700 27,726 0.0% 0.01% 63 -276,139 -36.06% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 487,143 27,582 0.15% 0.16% 64 -27,313 -5.31% Q4 2025 Feb 11, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 483,138 27,355 0.38% 0.32% 65 +24,435 5.33% Q4 2025 Feb 13, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History Reduced 453,806 25,694 7.09% 8.97% 66 -119,786 -20.88% Q4 2025 Feb 03, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Added to 440,400 24,935 0.83% 0.82% 67 +18,600 4.41% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Added to 429,485 24,317 0.03% 0.03% 68 +2,201 0.52% Q4 2025 Feb 02, 2026
SMITH THOMAS W History New 397,500 22,506 20.81% 69 +397,500 New Q4 2025 Feb 17, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 382,934 21,681 1.04% 1.05% 70 -12,925 -3.27% Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Added to 378,856 21,450 0.02% 0.02% 71 +21,561 6.03% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 374,835 21,223 0.01% 0.01% 72 +38,977 11.61% Q4 2025 Feb 10, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 373,483 21,146 0.35% 0.31% 73 +19,903 5.63% Q4 2025 Feb 17, 2026
IMC-Chicago, LLC History Reduced 362,200 20,507 0.01% 0.01% 74 -288,100 -44.3% Q4 2025 Jan 29, 2026
Quantinno Capital Management LP History Added to 356,061 20,160 0.04% 0.04% 75 +46,670 15.08% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 343,900 19,471 0.06% 0.04% 76 +160,535 87.55% Q4 2025 Feb 13, 2026
Adams Asset Advisors, LLC History Reduced 343,016 19,421 2.56% 2.37% 77 -3,533 -1.02% Q4 2025 Jan 15, 2026
Bank of New York Mellon Corp History Added to 323,754 18,330 0.0% 0.0% 78 +9,815 3.13% Q4 2025 Feb 10, 2026
EPACRIA CAPITAL PARTNERS, LLC History No change 315,531 17,865 14.15% 13.59% 79 0 0.0% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 314,615 17,813 0.03% 0.03% 80 -12,641 -3.86% Q4 2025 Feb 10, 2026
HRT FINANCIAL LP History Added to 306,764 17,368 0.05% 0.0% 81 +299,557 4156.47% Q4 2025 Feb 12, 2026
DEUTSCHE BANK AG\ History Added to 303,950 17,209 0.01% 0.0% 82 +300,665 9152.66% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Reduced 302,100 17,104 0.02% 0.04% 83 -228,040 -43.02% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 299,376 16,950 0.0% 0.0% 84 +38,141 14.6% Q4 2025 Feb 13, 2026
Dupree Financial Group, LLC History Added to 290,937 16,472 6.0% 5.86% 85 +446 0.15% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 289,839 16,410 0.02% 0.02% 86 -15,290 -5.01% Q4 2025 Feb 12, 2026
U.S. Capital Wealth Advisors, LLC History Added to 288,615 16,341 0.43% 0.41% 87 +3,676 1.29% Q4 2025 Jan 23, 2026
Modern Wealth Management, LLC History Added to 281,684 15,948 0.29% 0.29% 88 +3,399 1.22% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 279,724 15,837 0.41% 0.39% 89 -5,608 -1.97% Q4 2025 Feb 03, 2026
ExodusPoint Capital Management, LP History New 276,417 15,650 0.12% 90 +276,417 New Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Added to 268,800 15,219 0.02% 0.01% 91 +37,382 16.15% Q4 2025 Feb 13, 2026
K2 PRINCIPAL FUND, L.P. History Reduced 265,735 15,045 1.21% 1.45% 92 -69,621 -20.76% Q4 2025 Feb 13, 2026
Creative Planning History Added to 256,916 14,546 0.01% 0.01% 93 +24,267 10.43% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 250,789 14,199 0.03% 0.03% 94 +25,542 11.34% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 248,118 14,048 0.02% 0.01% 95 +26,167 11.79% Q4 2025 Feb 17, 2026
Capital Wealth Planning, LLC History Added to 246,415 13,934 0.09% 0.07% 96 +71,191 40.63% Q4 2025 Feb 11, 2026
Prescott General Partners LLC History No change 220,100 12,462 0.89% 0.82% 97 0 0.0% Q4 2025 Feb 17, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 219,814 12,445 1.75% 1.66% 98 -3,724 -1.67% Q4 2025 Feb 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 213,782 12,104 0.11% 0.11% 99 +205 0.1% Q4 2025 Feb 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 211,628 11,982 0.0% 0.0% 100 +4,579 2.21% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 206,746 11,705 0.01% 0.01% 101 +36,535 21.46% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 206,305 11,680 0.14% 0.13% 102 -12,445 -5.69% Q4 2025 Feb 02, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 205,681 11,645 0.03% 0.03% 103 +37,201 22.08% Q4 2025 Feb 10, 2026
HighTower Advisors, LLC History Added to 197,608 11,188 0.01% 0.01% 104 +171 0.09% Q4 2025 Feb 06, 2026
Twin Tree Management, LP History Reduced 192,800 10,916 0.1% 0.11% 105 -291,600 -60.2% Q4 2025 Feb 11, 2026
VIKING FUND MANAGEMENT LLC History Added to 190,000 10,757 1.25% 1.21% 106 +2,000 1.06% Q4 2025 Jan 12, 2026
PEAK6 LLC History Reduced 186,456 10,557 0.02% 0.02% 107 -21,096 -10.16% Q4 2025 Mar 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 177,534 10,051 0.11% 0.1% 108 +19,577 12.39% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Reduced 174,819 9,924 0.0% 0.0% 109 -28,472 -14.01% Q4 2025 Feb 17, 2026
FACTORY MUTUAL INSURANCE CO History Added to 173,589 9,828 0.1% 0.03% 110 +109,444 170.62% Q4 2025 Jan 23, 2026
TrueMark Investments, LLC History Added to 173,168 9,804 1.87% 1.42% 111 +18,977 12.31% Q4 2025 Jan 14, 2026
OPAL CAPITAL LLC History New 171,698 9,722 2.43% 112 +171,698 New Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 169,953 9,622 0.0% 0.01% 113 -138,654 -44.93% Q4 2025 Feb 12, 2026
Keystone Financial Planning, Inc. History Reduced 167,249 9,469 2.75% 2.64% 114 -3,806 -2.23% Q4 2025 Jan 07, 2026
Altrius Capital Management Inc History Added to 166,742 9,440 2.0% 1.94% 115 +6,263 3.9% Q4 2025 Feb 02, 2026
Night Squared LP History New 165,951 9,396 2.65% 116 +165,951 New Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 163,021 9,235 0.04% 117 +163,021 New Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 162,893 9,222 0.01% 0.01% 118 +2,091 1.3% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 161,736 9,157 0.07% 0.06% 119 +19,921 14.05% Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 161,234 9,129 0.12% 0.12% 120 -17,554 -9.82% Q4 2025 Feb 03, 2026
Philip James Wealth Mangement, LLC History Reduced 159,013 9,003 1.04% 0.99% 121 -1,190 -0.74% Q4 2025 Jan 20, 2026
LMR Partners LLP History Reduced 157,017 8,890 0.02% 0.04% 122 -10,883 -6.48% Q4 2025 Feb 17, 2026
Savoir Faire Capital Management, L.P. History Reduced 156,783 8,877 4.21% 4.74% 123 -91,899 -36.95% Q4 2025 Feb 02, 2026
Moran Wealth Management, LLC History Added to 153,087 8,667 0.27% 0.24% 124 +2 0.0% Q4 2025 Jan 26, 2026
FIRST SABREPOINT CAPITAL MANAGEMENT LP History Reduced 150,000 8,493 3.28% 5.21% 125 -160,000 -51.61% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 146,734 8,308 0.15% 0.16% 126 -7,008 -4.56% Q4 2025 Jan 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 144,011 8,153 0.38% 0.45% 127 -28,673 -16.6% Q4 2025 Feb 11, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 143,005 8,096 0.34% 0.29% 128 +13,402 10.34% Q4 2025 Feb 12, 2026
Inlet Private Wealth, LLC History Reduced 141,128 7,990 1.85% 1.76% 129 -6,000 -4.08% Q4 2025 Jan 21, 2026
KIZE CAPITAL LP History Reduced 141,000 7,983 9.42% 9.99% 130 -24,000 -14.55% Q4 2025 Feb 13, 2026
Kennon-Green & Company, LLC History Reduced 140,634 7,962 6.32% 6.38% 131 -14,098 -9.11% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Added to 140,000 7,926 0.03% 0.03% 132 +15,000 12.0% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 127,846 7,238 0.01% 0.01% 133 +3,457 2.78% Q4 2025 Feb 18, 2026
Sanctuary Advisors, LLC History Added to 126,690 7,173 0.04% 0.02% 134 +34,521 37.45% Q4 2025 Jan 29, 2026
DAVENPORT & Co LLC History Added to 124,447 7,046 0.04% 0.03% 135 +5,291 4.44% Q4 2025 Jan 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 122,878 6,957 0.02% 0.02% 136 -10,165 -7.64% Q4 2025 Feb 05, 2026
Wealth High Governance Capital Ltda History New 122,052 6,910 1.29% 137 +122,052 New Q4 2025 Jan 30, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 120,817 6,840 0.0% 0.0% 138 +13,320 12.39% Q4 2025 Feb 17, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 120,517 6,823 0.69% 0.56% 139 +20,222 20.16% Q4 2025 Feb 17, 2026
Poehling Capital Management, INC. History Reduced 120,156 6,803 1.39% 1.34% 140 -398 -0.33% Q4 2025 Feb 06, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Reduced 118,175 6,691 1.81% 1.75% 141 -435 -0.37% Q4 2025 Jan 13, 2026
ADVISORY RESEARCH INC History Added to 117,802 6,669 0.84% 0.36% 142 +66,334 128.88% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 113,560 6,429 0.14% 0.14% 143 -5,872 -4.92% Q4 2025 Feb 05, 2026
&PARTNERS History Added to 111,027 6,288 0.03% 0.03% 144 +16,556 17.52% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 110,747 6,270 0.08% 0.07% 145 +43,332 64.28% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Reduced 109,955 6,226 0.01% 0.01% 146 -279 -0.25% Q4 2025 Feb 11, 2026
Boston Partners History Added to 109,582 6,204 0.01% 0.01% 147 +8,563 8.48% Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 107,500 6,086 0.01% 97.32% 148 -287,400 -72.78% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 105,514 5,974 0.07% 0.06% 149 +5,779 5.79% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 101,968 5,773 0.0% 0.0% 150 -3,507 -3.32% Q4 2025 Feb 06, 2026
CITIGROUP INC History Reduced 100,147 5,670 0.0% 0.01% 151 -283,756 -73.91% Q4 2025 Feb 13, 2026
Daiwa Securities Group Inc. History Added to 96,343 5,455 0.02% 0.02% 152 +11,427 13.46% Q4 2025 Feb 11, 2026
SALT Holding Corp. History New 95,589 5,412 4.19% 153 +95,589 New Q4 2025 Feb 17, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 94,693 5,361 0.36% 0.34% 154 -1,351 -1.41% Q4 2025 Jan 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 97,609 5,276 0.01% 0.01% 155 -1,323 -1.34% Q4 2025 Jan 08, 2026
STEPHENS INC /AR/ History Added to 89,156 5,048 0.06% 0.06% 156 +403 0.45% Q4 2025 Feb 05, 2026
US BANCORP \DE\ History Reduced 87,806 4,971 0.01% 0.01% 157 -18 -0.02% Q4 2025 Jan 30, 2026
CenterBook Partners LP History Reduced 83,205 4,711 0.23% 0.31% 158 -35,492 -29.9% Q4 2025 Feb 11, 2026
FIRST NATIONAL BANK OF OMAHA History New 80,719 4,564 0.14% 159 +80,719 New Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 79,493 4,501 0.0% 0.0% 160 +3,463 4.55% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Added to 79,007 4,473 0.05% 0.04% 161 +9,976 14.45% Q4 2025 Feb 02, 2026
Brooklyn Investment Group History Added to 77,588 4,424 0.2% 0.17% 162 +50,257 183.88% Q4 2025 Feb 12, 2026
Moors & Cabot, Inc. History Added to 78,070 4,420 0.19% 0.18% 163 +1,567 2.05% Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History Added to 78,045 4,418 0.0% 0.0% 164 +5,298 7.28% Q4 2025 Feb 09, 2026
BW Gestao de Investimentos Ltda. History New 77,948 4,413 0.1% 165 +77,948 New Q4 2025 Feb 10, 2026
Pekin Hardy Strauss, Inc. History Reduced 77,611 4,394 0.41% 0.43% 166 -3,362 -4.15% Q4 2025 Jan 30, 2026
Blackstone Inc. History Added to 77,314 4,377 0.02% 0.0% 167 +53,951 230.92% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 77,199 4,371 0.02% 0.02% 168 +967 1.27% Q4 2025 Feb 12, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 75,911 4,298 0.04% 0.04% 169 -1,537 -1.98% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 75,561 4,278 0.02% 0.01% 170 +3,918 5.47% Q4 2025 Feb 06, 2026
Vise Technologies, Inc. History Added to 74,936 4,242 0.08% 0.07% 171 +37,175 98.45% Q4 2025 Feb 11, 2026
Lifetime Wealth Management P.C. History New 72,160 4,085 2.57% 172 +72,160 New Q4 2025 Mar 25, 2026
Kathmere Capital Management, LLC History Reduced 71,272 4,035 0.27% 0.28% 173 -2,201 -3.0% Q4 2025 Jan 13, 2026
Cerity Partners LLC History Added to 70,826 4,010 0.01% 0.01% 174 +5,527 8.46% Q4 2025 Feb 11, 2026
First Bank & Trust History Added to 69,732 3,948 0.64% 0.51% 175 +12,733 22.34% Q4 2025 Jan 12, 2026
Tower Research Capital LLC (TRC) History Reduced 69,509 3,935 0.1% 0.32% 176 -151,894 -68.61% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Added to 69,453 3,932 0.0% 0.0% 177 +9,154 15.18% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 69,251 3,920 0.01% 0.01% 178 +10,078 17.03% Q4 2025 Feb 18, 2026
Trexquant Investment LP History Added to 68,014 3,850 0.03% 0.01% 179 +57,695 559.11% Q4 2025 Feb 17, 2026
Orca Wealth Management, LLC History Added to 62,212 3,831 2.74% 2.3% 180 +4,892 8.53% Q4 2025 Feb 06, 2026
CIBC Asset Management Inc History Reduced 65,641 3,716 0.01% 0.01% 181 -1,521 -2.26% Q4 2025 Feb 10, 2026
Manske Wealth Management History Reduced 65,391 3,702 1.09% 1.09% 182 -1,426 -2.13% Q4 2025 Feb 03, 2026
PARK AVENUE SECURITIES LLC History Added to 65,331 3,699 0.03% 0.02% 183 +7,994 13.94% Q4 2025 Jan 05, 2026
Timelo Investment Management Inc. History Reduced 65,000 3,680 1.31% 1.63% 184 -17,000 -20.73% Q4 2025 Feb 13, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Added to 64,409 3,646 1.13% 1.06% 185 +696 1.09% Q4 2025 Feb 13, 2026
China Universal Asset Management Co., Ltd. History Reduced 61,857 3,537 0.27% 0.47% 187 -45,101 -42.17% Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Added to 62,564 3,537 0.01% 0.01% 186 +9,941 18.89% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 62,307 3,527 0.01% 0.01% 188 +5,146 9.0% Q4 2025 Feb 13, 2026
AR ASSET MANAGEMENT INC History Added to 61,464 3,480 0.71% 0.67% 189 +1,600 2.67% Q4 2025 Feb 09, 2026
M&T BANK CORP History Added to 60,885 3,447 0.01% 0.01% 190 +2,068 3.52% Q4 2025 Jan 30, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 59,600 3,375 0.1% 0.1% 191 -526 -0.87% Q4 2025 Feb 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 59,262 3,355 0.81% 0.78% 192 -275 -0.46% Q4 2025 Jan 20, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 59,075 3,340 0.01% 0.0% 193 +28,562 93.61% Q4 2025 Feb 09, 2026
Capital International Sarl History Added to 58,815 3,330 0.05% 0.04% 194 +15,566 35.99% Q4 2025 Feb 11, 2026
Kassira Wealth Management LLC History Reduced 58,703 3,323 3.15% 3.07% 196 -1,374 -2.29% Q4 2025 Feb 03, 2026
NewEdge Wealth, LLC History Added to 58,696 3,323 0.04% 0.05% 195 +187 0.32% Q4 2025 Feb 03, 2026
IEQ CAPITAL, LLC History Added to 58,420 3,307 0.01% 0.01% 197 +2,280 4.06% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Reduced 56,919 3,222 0.08% 0.16% 198 -1,955 -3.32% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 55,779 3,158 0.1% 199 +55,779 New Q4 2025 Feb 13, 2026
Uncommon Cents Investing LLC History Reduced 55,715 3,154 0.76% 0.75% 200 -750 -1.33% Q4 2025 Jan 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 55,359 3,134 0.05% 0.02% 201 +25,954 88.26% Q4 2025 Feb 09, 2026
Galilei Investment Office LLP History No change 55,148 3,125 1.47% 1.41% 202 0 0.0% Q4 2025 Feb 11, 2026
ENGLISH CAPITAL MANAGEMENT LLC History No change 54,529 3,087 1.9% 1.87% 203 0 0.0% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 53,683 3,041 0.0% 0.0% 204 +20,356 61.08% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 53,497 3,029 0.07% 0.05% 205 +25,181 88.93% Q4 2025 Feb 12, 2026
Cherokee Insurance Co History No change 53,176 3,010 1.22% 1.21% 206 0 0.0% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 53,099 3,006 0.0% 0.02% 207 -274,000 -83.77% Q4 2025 Feb 12, 2026
D.A. DAVIDSON & CO. History Added to 52,852 2,992 0.02% 0.02% 208 +7,457 16.43% Q4 2025 Jan 29, 2026
CALIFORNIA FIRST LEASING CORP History No change 52,500 2,972 0.97% 1.02% 209 0 0.0% Q4 2025 Feb 17, 2026
CWA Asset Management Group, LLC History Reduced 52,308 2,961 0.11% 0.15% 210 -24,817 -32.18% Q4 2025 Jan 07, 2026
Equitable Holdings, Inc. History Reduced 52,148 2,952 0.02% 0.02% 211 -2,764 -5.03% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 51,663 2,925 0.04% 0.04% 212 +1,249 2.48% Q4 2025 Jan 20, 2026
Bleakley Financial Group, LLC History Added to 51,612 2,922 0.05% 0.06% 213 +2,298 4.66% Q4 2025 Feb 09, 2026
LFG Wealth Partners, LLC History New 51,410 2,910 1.86% 214 +51,410 New Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 50,742 2,830 0.0% 0.0% 215 +6,822 15.53% Q4 2025 Mar 09, 2026
Global Retirement Partners, LLC History Added to 49,499 2,802 0.05% 0.04% 216 +11,721 31.03% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Reduced 48,237 2,731 0.15% 0.15% 218 -798 -1.63% Q4 2025 Jan 20, 2026
FIRST NATIONAL TRUST CO History No change 48,237 2,731 0.09% 0.09% 217 0 0.0% Q4 2025 Feb 09, 2026
FULTON BANK, N.A. History Reduced 48,137 2,725 0.09% 0.09% 219 -176 -0.36% Q4 2025 Jan 08, 2026
HF Advisory Group, LLC History Added to 48,054 2,720 0.95% 0.81% 220 +6,652 16.07% Q4 2025 Jan 23, 2026
Arkadios Wealth Advisors History Reduced 47,983 2,716 0.05% 0.06% 221 -621 -1.28% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Reduced 47,873 2,710 0.07% 0.05% 222 -8,708 -15.39% Q4 2025 Feb 12, 2026
Legal & General Group Plc History No change 46,964 2,659 0.0% 0.0% 223 0 0.0% Q4 2025 Feb 09, 2026
Vident Advisory, LLC History Reduced 46,661 2,642 0.02% 0.03% 224 -4,549 -8.88% Q4 2025 Feb 18, 2026
Venturi Wealth Management, LLC History Added to 46,536 2,634 0.12% 0.04% 225 +32,189 224.36% Q4 2025 Jan 22, 2026
Employees Retirement System of Texas History Reduced 46,386 2,626 0.02% 0.04% 226 -40,057 -46.34% Q4 2025 Feb 09, 2026
NOMURA HOLDINGS INC History Reduced 46,200 2,615 0.0% 0.01% 227 -79,039 -63.11% Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Added to 45,600 2,580 0.03% 0.03% 228 +3,600 8.57% Q4 2025 Feb 05, 2026
Phil A. Younker & Associates, Ltd. History Added to 45,402 2,570 1.79% 1.83% 229 +494 1.1% Q4 2025 Jan 27, 2026
Laird Norton Wetherby Trust Company, LLC History New 44,471 2,554 0.05% 230 +44,471 New Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Added to 44,839 2,538 0.11% 0.12% 231 +451 1.02% Q4 2025 Feb 17, 2026
Townsend & Associates, Inc History Reduced 43,431 2,522 0.23% 0.22% 232 -1,816 -4.01% Q4 2025 Jan 26, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 43,773 2,478 0.0% 0.0% 233 +15,569 55.2% Q4 2025 Feb 10, 2026
Range Financial Group LLC History Added to 43,440 2,459 0.85% 0.78% 234 +2,880 7.1% Q4 2025 Jan 15, 2026
AMG National Trust Bank History Reduced 43,094 2,439 0.06% 0.06% 235 -1,700 -3.8% Q4 2025 Jan 30, 2026
J.W. COLE ADVISORS, INC. History Added to 50,575 2,377 0.06% 0.05% 236 +4,224 9.11% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 41,412 2,375 0.05% 0.06% 237 +612 1.5% Q4 2025 Jan 28, 2026
Citizens National Bank Trust Department History Added to 41,924 2,373 0.41% 0.39% 238 +355 0.85% Q4 2025 Jan 30, 2026
Optimist Retirement Group LLC History Added to 41,513 2,350 1.08% 0.99% 239 +48 0.12% Q4 2025 Feb 09, 2026
Raleigh Capital Management Inc. History Added to 41,275 2,336 0.85% 0.79% 240 +1,869 4.74% Q4 2025 Jan 21, 2026
SYON CAPITAL LLC History Added to 40,703 2,304 0.11% 0.11% 241 +1,279 3.24% Q4 2025 Feb 11, 2026
Waverly Advisors, LLC History Added to 40,272 2,280 0.02% 0.0% 242 +31,789 374.74% Q4 2025 Feb 17, 2026
Naviter Wealth, LLC History Reduced 39,662 2,275 0.3% 0.29% 243 -6,871 -14.77% Q4 2025 Jan 21, 2026
Alaethes Wealth, LLC History Reduced 39,237 2,253 0.63% 0.59% 244 -181 -0.46% Q4 2025 Feb 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 38,991 2,207 0.0% 0.01% 245 -862,520 -95.67% Q4 2025 Feb 13, 2026
Wealth Science Advisors LLC History New 38,782 2,195 1.27% 246 +38,782 New Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History Reduced 37,984 2,150 0.01% 0.01% 247 -177 -0.46% Q4 2025 Feb 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 37,222 2,107 0.01% 0.01% 248 +2,498 7.19% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Reduced 37,184 2,105 0.03% 0.03% 249 -1,240 -3.23% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 35,147 1,990 0.06% 0.07% 250 -6,886 -16.38% Q4 2025 Feb 19, 2026
Verdence Capital Advisors LLC History Added to 34,627 1,960 0.12% 0.1% 251 +554 1.63% Q4 2025 Jan 29, 2026
NINE MASTS CAPITAL Ltd History New 34,475 1,954 0.34% 252 +34,475 New Q4 2025 Feb 10, 2026
Parallax Volatility Advisers, L.P. History Reduced 33,034 1,870 0.0% 0.0% 253 -2,251 -6.38% Q4 2025 Feb 17, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 32,430 1,860 0.09% 0.04% 254 +20,492 171.65% Q4 2025 Feb 12, 2026
Blue Trust, Inc. History Added to 32,468 1,838 0.02% 0.02% 255 +692 2.18% Q4 2025 Jan 16, 2026
WEALTH ALLIANCE, LLC History Added to 32,457 1,837 0.18% 0.17% 256 +465 1.45% Q4 2025 Feb 13, 2026
Jefferies Financial Group Inc. History New 32,444 1,836 0.01% 257 +32,444 New Q4 2025 Feb 09, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 32,400 1,834 0.18% 0.13% 258 +9,482 41.37% Q4 2025 Feb 13, 2026
Souders Financial Advisors History Added to 32,333 1,830 0.21% 0.19% 260 +2,699 9.11% Q4 2025 Feb 02, 2026
Ativo Capital Management LLC History Reduced 32,329 1,830 1.6% 1.55% 259 -2,213 -6.41% Q4 2025 Feb 02, 2026
GUGGENHEIM CAPITAL LLC History Reduced 32,155 1,820 0.01% 0.01% 261 -1,630 -4.82% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 31,186 1,765 0.01% 0.01% 262 +117 0.38% Q4 2025 Feb 03, 2026
Jackson Wealth Management, LLC History Added to 30,397 1,721 0.17% 0.15% 263 +1,681 5.85% Q4 2025 Jan 20, 2026
MAVERICK CAPITAL LTD History Reduced 30,360 1,718 0.02% 0.03% 264 -14,558 -32.41% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 30,311 1,716 0.02% 0.02% 265 +4,228 16.21% Q4 2025 Feb 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 30,298 1,715 0.0% 0.0% 266 +133 0.44% Q4 2025 Feb 13, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 29,485 1,669 0.55% 0.36% 267 +11,079 60.19% Q4 2025 Feb 12, 2026
NWAM LLC History Added to 27,764 1,636 0.09% 0.08% 268 +106 0.38% Q4 2025 Feb 04, 2026
Allspring Global Investments Holdings, LLC History Added to 28,446 1,608 0.0% 0.0% 269 +5,841 25.84% Q4 2025 Jan 15, 2026
HighPoint Advisor Group LLC History Added to 28,005 1,585 0.07% 0.07% 270 +2,247 8.72% Q4 2025 Feb 04, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 27,990 1,584 0.0% 0.0% 271 -1,242 -4.25% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Reduced 27,401 1,551 0.01% 0.01% 272 -746 -2.65% Q4 2025 Jan 27, 2026
Perpetual Ltd History New 27,251 1,542 0.02% 273 +27,251 New Q4 2025 Jan 20, 2026
Curi Capital, LLC History New 26,763 1,537 0.03% 274 +26,763 New Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 26,721 1,532 0.03% 0.04% 275 -1,181 -4.23% Q4 2025 Jan 27, 2026
CHOREO, LLC History Added to 27,081 1,531 0.02% 0.02% 276 +3,299 13.87% Q4 2025 Jan 23, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 26,765 1,515 0.63% 0.6% 277 -279 -1.03% Q4 2025 Jan 14, 2026
Dorsey Wright & Associates History Added to 26,735 1,514 0.33% 0.3% 278 +1,586 6.31% Q4 2025 Feb 20, 2026
Private Advisor Group, LLC History Reduced 26,585 1,505 0.01% 0.01% 279 -898 -3.27% Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Reduced 26,579 1,504 0.03% 0.03% 280 -3,061 -10.33% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Reduced 26,452 1,497 0.02% 0.02% 281 -205 -0.77% Q4 2025 Jan 15, 2026
OPPENHEIMER & CO INC History Reduced 26,438 1,496 0.02% 0.02% 282 -1,903 -6.71% Q4 2025 Feb 02, 2026
World Investment Advisors History Added to 26,309 1,489 0.02% 0.01% 283 +12,516 90.74% Q4 2025 Mar 12, 2026
Prime Capital Investment Advisors, LLC History Added to 26,274 1,487 0.02% 0.0% 284 +19,446 284.8% Q4 2025 Jan 21, 2026
CSS LLC/IL History Reduced 26,170 1,481 0.07% 0.07% 285 -1,810 -6.47% Q4 2025 Feb 17, 2026
44 WEALTH MANAGEMENT LLC History Added to 26,171 1,481 0.5% 0.46% 286 +355 1.38% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Added to 25,896 1,466 0.0% 0.0% 287 +4,047 18.52% Q4 2025 Feb 02, 2026
Obermeyer Wealth Partners History Reduced 25,274 1,431 0.07% 0.09% 288 -12,414 -32.94% Q4 2025 Jan 29, 2026
Ipswich Investment Management Co., Inc. History No change 25,000 1,415 0.33% 0.31% 289 0 0.0% Q4 2025 Jan 16, 2026
Integrated Wealth Concepts LLC History Reduced 24,971 1,413 0.02% 0.01% 290 -1,390 -5.27% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Reduced 24,888 1,409 0.05% 0.05% 291 -1,403 -5.34% Q4 2025 Jan 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 24,381 1,380 0.06% 0.07% 292 +2,702 12.46% Q4 2025 Feb 03, 2026
Independent Advisor Alliance History Added to 24,328 1,377 0.03% 0.03% 293 +3,973 19.52% Q4 2025 Feb 04, 2026
Ted Buchan & Co History Reduced 24,074 1,363 0.5% 0.51% 294 -300 -1.23% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 24,035 1,360 0.0% 0.0% 295 -587 -2.38% Q4 2025 Feb 05, 2026
AdvisorShares Investments LLC History Reduced 23,897 1,353 0.23% 0.22% 296 -949 -3.82% Q4 2025 Feb 10, 2026
Applied Capital LLC/FL History Added to 23,893 1,352 0.8% 0.76% 297 +618 2.66% Q4 2025 Jan 16, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 23,721 1,343 0.02% 0.01% 298 +13,298 127.58% Q4 2025 Feb 10, 2026
GREENLEAF TRUST History Reduced 23,425 1,326 0.01% 0.01% 299 -82 -0.35% Q4 2025 Jan 21, 2026
FRANKLIN RESOURCES INC History Added to 23,377 1,323 0.0% 0.0% 300 +1,269 5.74% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 23,219 1,314 0.02% 0.02% 301 +702 3.12% Q4 2025 Jan 29, 2026
Pictet Asset Management Holding SA History No change 22,967 1,300 0.0% 0.0% 302 0 0.0% Q4 2025 Jan 29, 2026
Arax Advisory Partners History Reduced 22,620 1,280 0.04% 0.03% 303 -17,840 -44.09% Q4 2025 Feb 13, 2026
Qtron Investments LLC History Reduced 22,563 1,277 0.17% 0.19% 304 -7,013 -23.71% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 22,398 1,268 0.06% 0.06% 305 +3,664 19.56% Q4 2025 Jan 28, 2026
Dynasty Wealth Management, LLC History Added to 22,191 1,256 0.01% 0.01% 306 +1,800 8.83% Q4 2025 Feb 10, 2026
Code Waechter LLC History Added to 21,803 1,234 0.79% 0.63% 307 +2,983 15.85% Q4 2025 Jan 26, 2026
WESPAC Advisors, LLC History Reduced 21,773 1,232 0.67% 0.68% 308 -300 -1.36% Q4 2025 Jan 14, 2026
Plan Group Financial, LLC History Reduced 21,700 1,228 0.32% 0.36% 309 -3,503 -13.9% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Reduced 21,622 1,224 0.09% 0.09% 310 -56 -0.26% Q4 2025 Jan 23, 2026
EVOLVE PRIVATE WEALTH, LLC History New 21,335 1,223 0.07% 311 +21,335 New Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History Added to 21,300 1,206 0.16% 0.03% 312 +18,500 660.71% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 21,097 1,194 0.02% 0.02% 313 -382 -1.78% Q4 2025 Jan 07, 2026
Beacon Pointe Advisors, LLC History Added to 20,963 1,186 0.01% 0.01% 314 +988 4.95% Q4 2025 Feb 18, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 20,981 1,181 0.01% 0.01% 315 0 0.0% Q4 2025 Jan 21, 2026
Aprio Wealth Management, LLC History Reduced 20,676 1,177 0.07% 0.11% 316 -456 -2.16% Q4 2025 Jan 29, 2026
PCM Encore, LLC History New 20,619 1,167 0.25% 317 +20,619 New Q4 2025 Feb 13, 2026
May Hill Capital, LLC History Added to 20,588 1,165 0.15% 0.16% 318 +10,474 103.56% Q4 2025 Feb 05, 2026
Ausdal Financial Partners, Inc. History Reduced 20,567 1,164 0.05% 0.05% 319 -598 -2.83% Q4 2025 Feb 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 20,496 1,163 0.08% 0.08% 320 +193 0.95% Q4 2025 Jan 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 20,125 1,139 0.0% 0.0% 321 -35,868 -64.06% Q4 2025 Feb 12, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 19,772 1,119 0.15% 0.15% 322 -225 -1.13% Q4 2025 Jan 23, 2026
CEERA INVESTMENTS, LLC History Reduced 19,575 1,108 0.43% 0.55% 323 -13,390 -40.62% Q4 2025 Feb 09, 2026
Aaron Wealth Advisors LLC History Added to 19,524 1,105 0.06% 0.04% 324 +5,248 36.76% Q4 2025 Jan 21, 2026
MADDEN SECURITIES Corp History Reduced 19,275 1,091 0.33% 0.41% 325 -5,800 -23.13% Q4 2025 Feb 04, 2026
Nicholas Wealth, LLC. History Added to 19,175 1,085 0.73% 0.64% 326 +2,588 15.6% Q4 2025 Feb 17, 2026
Lotus Technology Management, LP History New 18,952 1,073 0.6% 327 +18,952 New Q4 2025 Feb 17, 2026
ASO GROUP Ltd History New 18,908 1,071 0.42% 328 +18,908 New Q4 2025 Feb 12, 2026
Abel Hall, LLC History New 18,744 1,061 0.25% 330 +18,744 New Q4 2025 Feb 17, 2026
San Luis Wealth Advisors LLC History Added to 18,746 1,061 0.18% 0.16% 329 +2,190 13.23% Q4 2025 Jan 26, 2026
Merit Financial Group, LLC History Reduced 18,658 1,056 0.01% 0.01% 331 -1,450 -7.21% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Reduced 18,531 1,049 0.0% 0.0% 332 -8,331 -31.01% Q4 2025 Mar 20, 2026
Snowden Capital Advisors LLC History Added to 17,932 1,030 0.03% 0.02% 333 +1,581 9.67% Q4 2025 Feb 17, 2026
TOWNSQUARE CAPITAL LLC History Reduced 18,109 1,025 0.23% 0.15% 334 -18 -0.1% Q4 2025 Feb 11, 2026
Crossmark Global Holdings, Inc. History Reduced 18,102 1,024 0.01% 0.01% 335 -321 -1.74% Q4 2025 Feb 03, 2026
Glenview Trust Co History Added to 17,845 1,010 0.02% 0.01% 336 +2,305 14.83% Q4 2025 Feb 09, 2026
Hilton Head Capital Partners, LLC History New 17,595 996 0.58% 337 +17,595 New Q4 2025 Feb 11, 2026
Stokes Family Office, LLC History Added to 17,584 995 0.09% 0.07% 338 +3,798 27.55% Q4 2025 Feb 18, 2026
Keystone Financial Group History Added to 17,556 994 0.07% 0.07% 339 +186 1.07% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 17,392 984 0.0% 340 +17,392 New Q4 2025 Feb 05, 2026
Hilltop Holdings Inc. History Reduced 17,293 979 0.06% 0.05% 341 -1,082 -5.89% Q4 2025 Feb 17, 2026
J.Safra Asset Management Corp History Added to 17,110 970 0.05% 0.03% 342 +6,848 66.73% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Added to 16,954 958 0.04% 0.04% 343 +3,934 30.22% Q4 2025 Feb 13, 2026
Michels Family Financial, LLC History Added to 16,909 957 0.7% 0.69% 344 +244 1.46% Q4 2025 Feb 19, 2026
TD Waterhouse Canada Inc. History Reduced 16,878 955 0.01% 0.01% 345 -1,611 -8.71% Q4 2025 Jan 27, 2026
D'Orazio & Associates, Inc. History Added to 16,693 945 0.12% 0.11% 346 +444 2.73% Q4 2025 Feb 04, 2026
HB Wealth Management, LLC History Reduced 16,653 942 0.01% 0.01% 347 -506 -2.95% Q4 2025 Jan 28, 2026
RHUMBLINE ADVISERS History Added to 16,619 940 0.0% 0.0% 348 +10,355 165.31% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 16,552 937 0.02% 0.02% 349 +352 2.17% Q4 2025 Feb 06, 2026
Tairen Capital Ltd History No change 16,290 922 0.1% 0.09% 350 0 0.0% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History No change 16,220 918 0.02% 0.02% 351 0 0.0% Q4 2025 Feb 04, 2026
Valeo Financial Advisors, LLC History Reduced 16,174 915 0.02% 0.02% 352 -60 -0.37% Q4 2025 Feb 04, 2026
Baird Financial Group, Inc. History Added to 15,757 892 0.0% 0.0% 353 +1,540 10.83% Q4 2025 Feb 13, 2026
Adalta Capital Management LLC History Added to 15,515 891 0.4% 0.27% 354 +4,405 39.65% Q4 2025 Feb 17, 2026
Key Client Fiduciary Advisors, LLC History Added to 15,742 891 0.3% 0.27% 355 +164 1.05% Q4 2025 Jan 28, 2026
TCW GROUP INC History No change 15,706 889 0.01% 0.01% 356 0 0.0% Q4 2025 Feb 17, 2026
Finer Wealth Management, Inc. History Reduced 15,531 879 0.43% 0.41% 357 -52 -0.33% Q4 2025 Jan 21, 2026
Glenorchy Capital Ltd History Reduced 15,381 870 0.05% 0.13% 358 -1,253 -7.53% Q4 2025 Jan 30, 2026
CWM, LLC History Added to 15,345 869 0.0% 0.0% 359 +3,930 34.43% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 15,342 868 0.0% 0.0% 360 +2,025 15.21% Q4 2025 Jan 26, 2026
Lido Advisors, LLC History Added to 16,201 864 0.0% 0.0% 361 +622 3.99% Q4 2025 Feb 10, 2026
Financial & Tax Architects, LLC History Reduced 15,197 860 0.19% 0.19% 362 -621 -3.93% Q4 2025 Jan 21, 2026
Forum Financial Management, LP History No change 15,073 853 0.01% 0.01% 363 0 0.0% Q4 2025 Jan 27, 2026
Avidian Wealth Enterprises, LLC History Added to 14,982 848 0.03% 0.03% 365 +668 4.67% Q4 2025 Feb 02, 2026
BROWN ADVISORY INC History Reduced 14,983 848 0.0% 0.0% 364 -256 -1.68% Q4 2025 Feb 13, 2026
O'Brien Greene & Co. Inc History No change 14,943 846 0.25% 0.24% 366 0 0.0% Q4 2025 Feb 05, 2026
PROFUND ADVISORS LLC History Reduced 14,890 843 0.03% 0.03% 367 -104 -0.69% Q4 2025 Feb 06, 2026
Linden Thomas Advisory Services, LLC History Added to 14,680 831 0.08% 0.07% 368 +775 5.57% Q4 2025 Jan 16, 2026
Concurrent Investment Advisors, LLC History Added to 14,608 827 0.01% 0.01% 369 +5,634 62.78% Q4 2025 Jan 29, 2026
Rehmann Capital Advisory Group History Added to 14,512 821 0.04% 0.03% 370 +2,909 25.07% Q4 2025 Mar 04, 2026
Advyzon Investment Management, LLC History New 14,357 812 0.09% 371 +14,357 New Q4 2025 Feb 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 14,276 808 0.06% 0.04% 372 +3,370 30.9% Q4 2025 Jan 23, 2026
Sivia Capital Partners, LLC History Added to 14,162 801 0.16% 0.15% 373 +4,426 45.46% Q4 2025 Feb 10, 2026
Schonfeld Strategic Advisors LLC History New 14,104 798 0.0% 374 +14,104 New Q4 2025 Feb 17, 2026
Avantra Family Wealth, Inc. History Added to 13,985 791 0.57% 0.54% 375 +337 2.47% Q4 2025 Jan 21, 2026
Savant Capital, LLC History Added to 13,829 782 0.0% 0.0% 376 +997 7.77% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 13,627 771 0.0% 0.0% 377 +2,179 19.03% Q4 2025 Jan 30, 2026
Intelligence Driven Advisers, LLC History Reduced 13,352 756 0.11% 0.1% 378 -9 -0.07% Q4 2025 Jan 23, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 13,316 753 0.07% 0.06% 379 +606 4.77% Q4 2025 Jan 12, 2026
Access Investment Management LLC History No change 14,195 753 0.2% 0.2% 380 0 0.0% Q4 2025 Feb 02, 2026
Stratos Wealth Partners, LTD. History Reduced 13,259 750 0.01% 0.01% 381 -881 -6.23% Q4 2025 Jan 20, 2026
Larson Financial Group LLC History Reduced 13,246 749 0.02% 0.03% 382 -570 -4.13% Q4 2025 Feb 06, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 13,244 749 0.06% 0.06% 383 +50 0.38% Q4 2025 Feb 12, 2026
Banco de Sabadell, S.A History Reduced 13,199 748 0.49% 0.47% 384 -116 -0.87% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Reduced 13,167 745 0.03% 0.03% 385 -1,038 -7.31% Q4 2025 Jan 27, 2026
INTRUST BANK NA History Added to 13,011 736 0.06% 0.06% 386 +528 4.23% Q4 2025 Feb 06, 2026
Diversify Advisory Services, LLC History Added to 12,593 733 0.02% 0.02% 387 +822 6.98% Q4 2025 Jan 23, 2026
Navis Wealth Advisors, LLC History New 12,919 731 0.31% 390 +12,919 New Q4 2025 Feb 13, 2026
Lester Murray Antman dba SimplyRich History Added to 12,918 731 0.19% 0.16% 389 +1,900 17.24% Q4 2025 Jan 23, 2026
TD ASSET MANAGEMENT INC History Added to 12,918 731 0.0% 0.0% 388 +157 1.23% Q4 2025 Feb 10, 2026
Ballentine Partners, LLC History Reduced 12,826 726 0.01% 0.01% 391 -206 -1.58% Q4 2025 Feb 03, 2026
Integrated Quantitative Investments LLC History Reduced 12,645 715 0.15% 0.73% 392 -35,971 -73.99% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Reduced 12,432 703 0.01% 0.01% 393 -346 -2.71% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Added to 12,379 700 0.04% 0.04% 394 +407 3.4% Q4 2025 Jan 05, 2026
FNY Investment Advisers, LLC History Reduced 12,300 696 0.2% 0.61% 395 -23,200 -65.35% Q4 2025 Jan 16, 2026
Regal Investment Advisors LLC History Reduced 12,248 693 0.04% 0.04% 396 -565 -4.41% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 12,176 689 0.0% 0.0% 397 +5,732 88.95% Q4 2025 Mar 16, 2026
EP Wealth Advisors, LLC History New 12,162 688 0.0% 398 +12,162 New Q4 2025 Feb 18, 2026
Mutual Advisors, LLC History Added to 11,983 678 0.01% 0.01% 399 +240 2.04% Q4 2025 Feb 02, 2026
Prospera Financial Services Inc History Reduced 11,923 675 0.01% 0.01% 400 -487 -3.92% Q4 2025 Feb 09, 2026
Keudell/Morrison Wealth Management History New 11,908 674 0.14% 401 +11,908 New Q4 2025 Feb 06, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 11,833 669 0.01% 0.01% 402 -3,091 -20.71% Q4 2025 Feb 11, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 11,815 668 0.05% 0.05% 403 -50 -0.42% Q4 2025 Jan 15, 2026
Versant Capital Management, Inc History Added to 11,647 659 0.08% 0.07% 404 +1,410 13.77% Q4 2025 Jan 08, 2026
Tidal Investments LLC History Reduced 11,556 654 0.0% 0.0% 405 -432 -3.6% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 11,417 646 0.01% 0.01% 406 -107 -0.93% Q4 2025 Feb 06, 2026
Frank, Rimerman Advisors LLC History Added to 11,340 642 0.04% 0.04% 407 +136 1.21% Q4 2025 Jan 15, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 11,100 628 0.0% 0.0% 408 -9,067 -44.96% Q4 2025 Feb 17, 2026
First County Bank /CT/ History Added to 11,051 625 0.33% 0.29% 409 +331 3.09% Q4 2025 Jan 14, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Added to 11,003 622 0.1% 0.1% 410 +3 0.03% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Reduced 10,965 620 0.02% 0.02% 411 -944 -7.93% Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 10,915 618 0.01% 412 +10,915 New Q4 2025 Jan 22, 2026
REXFORD CAPITAL INC History Added to 10,870 615 0.47% 0.43% 413 +300 2.84% Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 10,849 614 0.01% 0.02% 414 +170 1.59% Q4 2025 Feb 05, 2026
Bank & Trust Co History Reduced 10,840 613 0.43% 0.43% 415 -152 -1.38% Q4 2025 Jan 13, 2026
Savvy Advisors, Inc. History Added to 10,797 611 0.02% 0.02% 416 +951 9.66% Q4 2025 Jan 20, 2026
ALLIANCEBERNSTEIN L.P. History New 10,740 608 0.0% 417 +10,740 New Q4 2025 Feb 17, 2026
RNC CAPITAL MANAGEMENT LLC History Added to 10,633 602 0.03% 0.03% 418 +307 2.97% Q4 2025 Feb 03, 2026
Brucke Financial, Inc. History Reduced 10,615 601 0.33% 0.36% 419 -1,497 -12.36% Q4 2025 Jan 12, 2026
Farther Finance Advisors, LLC History Added to 10,597 599 0.01% 0.01% 420 +3,726 54.23% Q4 2025 Jan 23, 2026
49 WEALTH MANAGEMENT, LLC History Added to 10,549 597 0.05% 0.05% 421 +612 6.16% Q4 2025 Feb 04, 2026
Havemeyer Place LP History New 10,426 590 0.12% 422 +10,426 New Q4 2025 Feb 11, 2026
Lantz Financial LLC History Added to 10,390 588 0.12% 0.12% 423 +529 5.36% Q4 2025 Jan 14, 2026
Beverly Hills Private Wealth, LLC History Added to 10,388 588 0.1% 0.09% 424 +273 2.7% Q4 2025 Feb 17, 2026
GC Wealth Management RIA, LLC History Added to 10,366 586 0.02% 0.02% 426 +978 10.42% Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 10,356 586 0.06% 0.07% 425 -786 -7.05% Q4 2025 Feb 13, 2026
STOCK YARDS BANK & TRUST CO History No change 10,318 584 0.02% 0.02% 427 0 0.0% Q4 2025 Jan 21, 2026
Headlands Technologies LLC History Reduced 10,295 582 0.05% 0.08% 428 -7,765 -43.0% Q4 2025 Feb 13, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 10,129 573 0.09% 0.09% 429 0 0.0% Q4 2025 Feb 02, 2026
Stockman Wealth Management, Inc. History No change 10,000 566 0.07% 0.07% 430 0 0.0% Q4 2025 Jan 29, 2026
Dorsey & Whitney Trust CO LLC History Added to 9,975 564 0.03% 0.02% 431 +1,857 22.88% Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Added to 9,665 561 0.05% 0.04% 432 +349 3.75% Q4 2025 Jan 20, 2026
X-Square Capital, LLC History Added to 9,881 559 0.18% 0.16% 433 +5 0.05% Q4 2025 Feb 11, 2026
Fielder Capital Group LLC History Added to 9,818 555 0.12% 0.12% 434 +12 0.12% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 9,791 554 0.01% 0.01% 435 -1,097 -10.08% Q4 2025 Feb 05, 2026
CMG Global Holdings, LLC History Added to 8,981 553 0.25% 0.22% 436 +128 1.45% Q4 2025 Feb 05, 2026
West Family Investments, Inc. History No change 9,756 552 0.13% 17.5% 437 0 0.0% Q4 2025 Feb 11, 2026
MGO ONE SEVEN LLC History Reduced 9,693 548 0.01% 0.01% 438 -221 -2.23% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Reduced 9,572 541 0.01% 0.01% 439 -107 -1.11% Q4 2025 Jan 28, 2026
Midwest Trust Co History Added to 9,513 538 0.01% 0.01% 440 +2,020 26.96% Q4 2025 Feb 04, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 9,491 537 0.19% 0.19% 441 -250 -2.57% Q4 2025 Feb 10, 2026
Weaver Consulting Group History Reduced 9,485 537 0.13% 0.13% 442 -7 -0.07% Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History New 9,422 533 0.02% 443 +9,422 New Q4 2025 Feb 09, 2026
WEDBUSH SECURITIES INC History Added to 9,397 532 0.02% 0.02% 444 +332 3.66% Q4 2025 Feb 12, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 9,395 531 0.01% 0.01% 445 +1,234 15.12% Q4 2025 Feb 13, 2026
Formidable Asset Management, LLC History Reduced 9,906 525 0.08% 0.13% 446 -7,165 -41.97% Q4 2025 Jan 16, 2026
Lighthouse Investment Partners, LLC History New 9,268 524 0.02% 447 +9,268 New Q4 2025 Feb 17, 2026
Foster Victor Wealth Advisors, LLC History Added to 8,927 519 0.03% 0.01% 449 +4,979 126.11% Q4 2025 Jan 26, 2026
Park Place Capital Corp History Added to 9,182 519 0.11% 0.1% 450 +122 1.35% Q4 2025 Jan 09, 2026
HM PAYSON & CO History No change 9,180 519 0.01% 0.01% 448 0 0.0% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Reduced 9,091 514 0.02% 0.02% 451 -1,367 -13.07% Q4 2025 Jan 09, 2026
Strategic Investment Advisors / MI History Reduced 9,091 514 0.04% 0.04% 452 -257 -2.75% Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 9,048 512 0.01% 453 +9,048 New Q4 2025 Feb 13, 2026
Ethic Inc. History Added to 9,009 510 0.01% 0.01% 454 +1,070 13.48% Q4 2025 Feb 03, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 8,955 507 0.01% 0.01% 455 -700 -7.25% Q4 2025 Jan 28, 2026
SITTNER & NELSON, LLC History Added to 8,050 505 0.18% 0.15% 456 +300 3.87% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 8,903 504 0.0% 457 +8,903 New Q4 2025 Feb 17, 2026
White Lighthouse Investment Management Inc. History Reduced 8,916 504 0.07% 0.1% 458 -3,348 -27.3% Q4 2025 Feb 09, 2026
Checchi Capital Advisers, LLC History Added to 8,897 503 0.03% 0.02% 459 +162 1.85% Q4 2025 Jan 27, 2026
Anchor Investment Management, LLC History Reduced 8,883 502 0.04% 0.05% 460 -1,800 -16.85% Q4 2025 Feb 26, 2026
COMMERCE BANK History Added to 8,820 499 0.0% 0.0% 461 +3,474 64.98% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Added to 8,827 499 0.01% 0.01% 462 +2,165 32.5% Q4 2025 Jan 13, 2026
Ameritas Advisory Services, LLC History Added to 8,780 497 0.02% 0.01% 463 +5,431 162.17% Q4 2025 Feb 04, 2026
Atlatl Advisers LLC History Added to 8,776 496 0.19% 0.13% 464 +2,377 37.15% Q4 2025 Feb 09, 2026
Western Wealth Management, LLC History Added to 8,748 495 0.02% 0.02% 465 +17 0.19% Q4 2025 Feb 05, 2026
Gallacher Capital Management LLC History Added to 8,751 495 0.19% 0.18% 466 +4 0.05% Q4 2025 Feb 03, 2026
Phillips Wealth Planners LLC History Added to 8,560 493 0.4% 0.36% 467 +19 0.22% Q4 2025 Feb 10, 2026
Symphony Financial, Ltd. Co. History Reduced 8,679 490 0.07% 0.07% 468 -1,480 -14.57% Q4 2025 Feb 11, 2026
AssuredPartners Investment Advisors, LLC History New 8,646 489 0.07% 471 +8,646 New Q4 2025 Feb 03, 2026
Csenge Advisory Group History New 8,645 489 0.02% 469 +8,645 New Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Reduced 8,545 489 0.0% 0.0% 470 -1,149 -11.85% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 8,516 482 0.01% 0.01% 472 +117 1.39% Q4 2025 Feb 11, 2026
PDS Planning, Inc History Added to 8,475 479 0.03% 0.03% 473 +243 2.95% Q4 2025 Jan 26, 2026
SkyView Investment Advisors, LLC History No change 8,412 476 0.06% 0.06% 474 0 0.0% Q4 2025 Feb 18, 2026
Arista Wealth Management, LLC History No change 8,400 475 0.06% 0.06% 475 0 0.0% Q4 2025 Feb 09, 2026
Rakuten Securities, Inc. History Reduced 8,302 470 0.15% 0.17% 476 -576 -6.49% Q4 2025 Jan 29, 2026
Focus Partners Advisor Solutions, LLC History Added to 8,285 469 0.01% 0.0% 477 +2,233 36.9% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Added to 8,273 468 0.02% 0.02% 478 +4,420 114.72% Q4 2025 Feb 17, 2026
Value Investment Professionals, LLC History New 8,237 466 0.49% 479 +8,237 New Q4 2025 Feb 11, 2026
Sound View Wealth Advisors Group, LLC History Reduced 8,197 464 0.03% 0.03% 480 -45 -0.55% Q4 2025 Jan 08, 2026
First City Capital Management, Inc. History Reduced 8,190 463 0.24% 0.24% 481 -100 -1.21% Q4 2025 Jan 14, 2026
FIRST HORIZON CORP History Added to 8,121 459 0.02% 0.01% 482 +4,192 106.69% Q4 2025 Jan 27, 2026
Pines Wealth Management, LLC History Added to 8,120 459 0.15% 0.12% 483 +1,260 18.37% Q4 2025 Feb 02, 2026
BAHL & GAYNOR INC History Added to 8,049 455 0.0% 0.0% 484 +441 5.8% Q4 2025 Feb 12, 2026
Larry Mathis Financial Planning, LLC History New 8,029 454 0.4% 485 +8,029 New Q4 2025 Mar 11, 2026
Syverson Strege & Co History Added to 7,984 452 0.11% 0.09% 486 +598 8.1% Q4 2025 Feb 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 7,962 450 0.03% 0.03% 488 -1,393 -14.89% Q4 2025 Feb 12, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 7,955 450 0.07% 0.07% 487 +46 0.58% Q4 2025 Jan 22, 2026
CHAPIN DAVIS, INC. History Reduced 7,913 448 0.1% 0.11% 489 -581 -6.84% Q4 2025 Jan 30, 2026
Koshinski Asset Management, Inc. History Reduced 7,883 446 0.03% 0.03% 490 -53 -0.67% Q4 2025 Feb 03, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 7,876 445 0.01% 0.01% 491 -340 -4.14% Q4 2025 Feb 13, 2026
Sunpointe, LLC History No change 7,763 445 0.15% 0.15% 492 0 0.0% Q4 2025 Jan 23, 2026
JANUS HENDERSON GROUP PLC History Added to 7,841 444 0.0% 0.0% 493 +69 0.89% Q4 2025 Feb 17, 2026
Quantbot Technologies LP History New 7,730 437 0.01% 494 +7,730 New Q4 2025 Feb 10, 2026
A. D. Beadell Investment Counsel, Inc. History No change 7,700 435 0.28% 0.28% 495 0 0.0% Q4 2025 Jan 14, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 7,680 434 0.13% 0.17% 496 +178 2.37% Q4 2025 Jan 08, 2026
Purkiss Capital Advisors LLC History Reduced 7,672 434 0.2% 0.2% 497 -60 -0.78% Q4 2025 Feb 04, 2026
Cheviot Value Management, LLC History Added to 7,175 431 0.04% 0.04% 498 +850 13.44% Q4 2025 Feb 03, 2026
FIRST FOUNDATION ADVISORS History Reduced 7,565 428 0.02% 0.03% 499 -10,000 -56.93% Q4 2025 Feb 04, 2026
Bridgewater Advisors Inc. History Reduced 7,386 426 0.03% 0.03% 500 -117 -1.56% Q4 2025 Jan 23, 2026
TI-TRUST, INC History No change 7,522 425 0.26% 0.25% 501 0 0.0% Q4 2025 Jan 23, 2026
Sterling Capital Management LLC History Reduced 7,495 424 0.01% 0.01% 502 -27 -0.36% Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Added to 7,449 421 0.03% 0.03% 503 +1,193 19.07% Q4 2025 Feb 17, 2026
Annex Advisory Services, LLC History New 7,418 420 0.01% 504 +7,418 New Q4 2025 Jan 26, 2026
RiverFront Investment Group, LLC History Added to 7,363 416 0.01% 0.01% 505 +329 4.68% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 7,341 415 0.0% 0.0% 506 +1,116 17.93% Q4 2025 Feb 12, 2026
Farringdon Capital, Ltd. History Reduced 7,288 412 0.1% 0.3% 507 -14,607 -66.71% Q4 2025 Feb 17, 2026
Exit Wealth Advisors, LLC. History Added to 7,257 410 0.24% 0.25% 508 +59 0.82% Q4 2025 Feb 10, 2026
Fifth Third Wealth Advisors LLC History No change 7,237 409 0.01% 0.01% 509 0 0.0% Q4 2025 Jan 15, 2026
DEARBORN PARTNERS LLC History Added to 7,192 407 0.02% 0.02% 510 +154 2.19% Q4 2025 Feb 11, 2026
Legacy Capital Group California, Inc. History Added to 7,193 407 0.1% 0.1% 511 +47 0.66% Q4 2025 Jan 28, 2026
AA Financial Advisors, LLC History Added to 7,188 406 0.08% 0.07% 512 +113 1.6% Q4 2025 Jan 14, 2026
SAGE RHINO CAPITAL LLC History Added to 7,161 405 0.08% 0.07% 513 +219 3.15% Q4 2025 Jan 30, 2026
United Advisor Group, LLC History Added to 7,132 403 0.05% 0.05% 514 +65 0.92% Q4 2025 Jan 26, 2026
Sigma Planning Corp History Reduced 7,102 402 0.01% 0.01% 515 -405 -5.39% Q4 2025 Jan 30, 2026
Mayflower Financial Advisors, LLC History Added to 7,092 401 0.05% 0.05% 516 +142 2.04% Q4 2025 Jan 13, 2026
Red Door Wealth Management, LLC History No change 7,057 399 0.04% 0.04% 517 0 0.0% Q4 2025 Jan 20, 2026
BINGHAM PRIVATE WEALTH, LLC History New 7,045 398 0.34% 518 +7,045 New Q4 2025 Jan 23, 2026
Essex LLC History No change 6,985 395 0.07% 0.07% 519 0 0.0% Q4 2025 Jan 20, 2026
Vantus Wealth LLC History New 6,913 391 0.29% 520 +6,913 New Q4 2025 Feb 10, 2026
Dana Investment Advisors, Inc. History Reduced 6,843 387 0.01% 0.01% 521 -1,250 -15.45% Q4 2025 Feb 05, 2026
MBA Advisors LLC History Added to 6,850 387 0.16% 0.14% 522 +531 8.4% Q4 2025 Jan 21, 2026
Ariadne Wealth Management, LP History Reduced 6,386 387 0.16% 0.16% 523 -144 -2.21% Q4 2025 Feb 13, 2026
Shulman DeMeo Asset Management LLC History No change 6,773 383 0.09% 0.08% 524 0 0.0% Q4 2025 Jan 14, 2026
CERTIOR FINANCIAL GROUP, LLC History Added to 6,741 381 0.26% 0.22% 525 +569 9.22% Q4 2025 Feb 04, 2026
Gladstone Institutional Advisory LLC History New 6,605 373 0.01% 527 +6,605 New Q4 2025 Feb 17, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 6,590 373 0.04% 0.06% 526 -3,605 -35.36% Q4 2025 Feb 06, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 6,540 370 0.07% 0.07% 528 -19 -0.29% Q4 2025 Jan 16, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 6,423 368 0.07% 0.05% 529 +1,794 38.76% Q4 2025 Feb 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 6,462 365 0.06% 531 +6,462 New Q4 2025 Feb 12, 2026
Stegent Equity Advisors, Inc. History Added to 6,456 365 0.28% 0.25% 530 +775 13.64% Q4 2025 Jan 14, 2026
Parvin Asset Management, LLC History Reduced 6,440 364 0.29% 0.42% 532 -2,675 -29.35% Q4 2025 Feb 17, 2026
New Republic Capital, LLC History New 6,381 361 0.1% 533 +6,381 New Q4 2025 Feb 10, 2026
Golden State Equity Partners History Added to 6,289 356 0.06% 0.05% 534 +444 7.6% Q4 2025 Jan 29, 2026
VICTORY FINANCIAL GROUP, LLC History New 6,254 354 0.04% 535 +6,254 New Q4 2025 Jan 15, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Added to 6,249 353 0.07% 0.06% 536 +7 0.11% Q4 2025 Jan 12, 2026
Argent Trust Co History Reduced 6,155 348 0.01% 0.01% 537 -10 -0.16% Q4 2025 Feb 10, 2026
Allie Family Office LLC History No change 6,150 348 0.16% 0.15% 538 0 0.0% Q4 2025 Feb 13, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 6,130 347 0.26% 0.25% 539 -13 -0.21% Q4 2025 Feb 12, 2026
Roehl & Yi Investment Advisors, LLC History New 6,122 346 0.14% 540 +6,122 New Q4 2025 Feb 17, 2026
Rossby Financial, LCC History Added to 6,065 343 0.11% 0.1% 541 +25 0.41% Q4 2025 Feb 12, 2026
Steadtrust LLC History No change 6,000 339 0.21% 0.22% 542 0 0.0% Q4 2025 Jan 21, 2026
Alchemi Wealth, LLC History New 5,979 338 0.18% 543 +5,979 New Q4 2025 Feb 13, 2026
Jain Global LLC History New 5,956 337 0.0% 544 +5,956 New Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 5,921 335 0.01% 0.02% 545 -525 -8.14% Q4 2025 Feb 10, 2026
Ridgepath Capital Management LLC History No change 6,257 332 0.15% 0.14% 546 0 0.0% Q4 2025 Feb 04, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History New 5,850 331 0.11% 547 +5,850 New Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 5,845 330 0.01% 0.01% 548 -25 -0.43% Q4 2025 Feb 06, 2026
CAP Partners, LLC History Added to 5,807 328 0.19% 0.17% 550 +51 0.89% Q4 2025 Feb 04, 2026
Blankinship & Foster, LLC History No change 5,809 328 0.07% 0.07% 549 0 0.0% Q4 2025 Jan 23, 2026
LVW Advisors, LLC History Reduced 5,654 320 0.03% 0.04% 551 -1,194 -17.44% Q4 2025 Jan 14, 2026
Stone Wealth Partners History New 5,621 318 0.28% 553 +5,621 New Q4 2025 Feb 24, 2026
Arete Wealth Advisors, LLC History Reduced 5,618 318 0.02% 0.02% 552 -22 -0.39% Q4 2025 Feb 13, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 5,610 317 0.12% 554 +5,610 New Q4 2025 Jan 15, 2026
StoneX Group Inc. History Added to 5,515 316 0.01% 0.01% 555 +1,006 22.31% Q4 2025 Feb 12, 2026
Founders Financial Alliance, LLC History Reduced 5,564 315 0.06% 0.07% 556 -1,058 -15.98% Q4 2025 Feb 12, 2026
SmartHarvest Portfolios, LLC History New 5,514 312 0.11% 557 +5,514 New Q4 2025 Feb 12, 2026
Turtle Creek Wealth Advisors, LLC History New 5,445 308 0.02% 559 +5,445 New Q4 2025 Jan 28, 2026
Optas, LLC History Reduced 5,445 308 0.05% 0.05% 558 -119 -2.14% Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Reduced 5,366 303 0.0% 0.0% 560 -410 -7.1% Q4 2025 Feb 09, 2026
Concord Wealth Partners History Reduced 5,335 302 0.04% 0.04% 561 -101 -1.86% Q4 2025 Jan 29, 2026
Cornerstone Wealth Management, LLC History New 5,302 300 0.02% 562 +5,302 New Q4 2025 Feb 05, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 5,300 300 0.04% 0.04% 563 0 0.0% Q4 2025 Feb 12, 2026
SANDERS MORRIS HARRIS LLC History Reduced 5,223 299 0.46% 0.14% 564 -15,500 -74.8% Q4 2025 Jan 08, 2026
Jaffetilchin Investment Partners, LLC History Reduced 5,286 299 0.02% 0.03% 566 -3,062 -36.68% Q4 2025 Jan 15, 2026
CIBC Private Wealth Group LLC History Added to 5,291 299 0.0% 0.0% 565 +2,314 77.73% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History No change 5,295 299 0.02% 0.02% 567 0 0.0% Q4 2025 Feb 11, 2026
FDx Advisors, Inc. History No change 5,260 298 0.15% 0.08% 568 0 0.0% Q4 2025 Feb 10, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 5,248 297 0.14% 0.12% 569 +248 4.96% Q4 2025 Jan 14, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History New 5,200 294 0.14% 570 +5,200 New Q4 2025 Jan 29, 2026
Alteri Wealth LLC History Reduced 5,191 293 0.09% 0.1% 571 -62 -1.18% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 5,168 292 0.01% 0.01% 574 -800 -13.4% Q4 2025 Jan 22, 2026
ALLIANZ SE History Added to 5,161 292 0.0% 0.01% 572 +569 12.39% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 5,161 292 0.01% 0.01% 573 +338 7.01% Q4 2025 Feb 13, 2026
Leo Wealth, LLC History New 5,149 291 0.02% 575 +5,149 New Q4 2025 Jan 21, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 5,138 290 0.08% 0.13% 576 -934 -15.38% Q4 2025 Feb 09, 2026
Intrua Financial, LLC History Added to 5,110 289 0.03% 0.03% 577 +71 1.41% Q4 2025 Feb 05, 2026
Spire Wealth Management History Reduced 5,110 289 0.01% 0.01% 578 -33 -0.64% Q4 2025 Jan 14, 2026
Ellevest, Inc. History No change 5,017 284 0.04% 0.04% 579 0 0.0% Q4 2025 Feb 10, 2026
ATLAS CAPITAL ADVISORS INC. History New 5,012 283 0.03% 580 +5,012 New Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 4,996 282 0.0% 0.0% 581 +181 3.76% Q4 2025 Feb 09, 2026
OPTIMA CAPITAL LLC History Added to 4,921 282 0.12% 0.12% 582 +67 1.38% Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History Added to 4,970 281 0.02% 0.02% 583 +131 2.71% Q4 2025 Jan 26, 2026
Live Oak Private Wealth LLC History No change 4,969 281 0.04% 0.04% 584 0 0.0% Q4 2025 Jan 23, 2026
BFI Infinity Ltd. History No change 4,945 279 0.17% 0.17% 585 0 0.0% Q4 2025 Jan 14, 2026
AGH Wealth Advisors, LLC History Reduced 4,837 273 0.21% 0.19% 587 -138 -2.77% Q4 2025 Feb 04, 2026
BXM Wealth LLC History No change 4,825 273 0.21% 0.24% 586 0 0.0% Q4 2025 Jan 20, 2026
Fingerlakes Wealth Management, Inc. History Added to 4,770 270 0.17% 0.16% 589 +19 0.4% Q4 2025 Feb 05, 2026
Affinity Capital Advisors, LLC History No change 4,776 270 0.04% 0.04% 588 0 0.0% Q4 2025 Jan 09, 2026
Cromwell Holdings LLC History No change 4,702 269 0.15% 0.13% 590 0 0.0% Q4 2025 Jan 20, 2026
Traveka Wealth, LLC History Reduced 4,750 268 0.11% 0.11% 591 -50 -1.04% Q4 2025 Jan 08, 2026
ANCHYRA PARTNERS LLC History New 4,715 266 0.08% 592 +4,715 New Q4 2025 Jan 29, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 4,625 261 0.0% 0.0% 593 -7,590 -62.14% Q4 2025 Feb 10, 2026
Bogart Wealth, LLC History Added to 4,547 257 0.01% 0.01% 594 +7 0.15% Q4 2025 Jan 30, 2026
FOCUSED ALPHA, LLC History New 4,537 256 0.08% 595 +4,537 New Q4 2025 Feb 13, 2026
Frec Markets, Inc. History New 4,505 255 0.07% 596 +4,505 New Q4 2025 Feb 17, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History New 4,500 254 0.17% 599 +4,500 New Q4 2025 Jan 07, 2026
Wealthspire Advisors, LLC History Added to 4,494 254 0.0% 0.0% 597 +3,267 266.26% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Added to 4,503 254 0.02% 0.02% 598 +108 2.46% Q4 2025 Feb 04, 2026
Resonant Capital Advisors, LLC History Added to 4,420 253 0.01% 0.01% 601 +282 6.81% Q4 2025 Jan 29, 2026
HBK Sorce Advisory LLC History Added to 4,034 253 0.01% 0.01% 600 +82 2.07% Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,458 252 0.01% 0.01% 602 -402 -8.27% Q4 2025 Jan 12, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 4,444 251 0.01% 0.01% 603 +72 1.65% Q4 2025 Jan 30, 2026
GTS SECURITIES LLC History New 4,417 250 0.01% 604 +4,417 New Q4 2025 Feb 13, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 4,420 250 0.08% 0.08% 605 0 0.0% Q4 2025 Feb 12, 2026
HCR Wealth Advisors History No change 4,407 249 0.02% 0.02% 606 0 0.0% Q4 2025 Jan 27, 2026
Sound Income Strategies, LLC History Added to 4,248 247 0.01% 0.01% 607 +996 30.63% Q4 2025 Jan 21, 2026
Transamerica Financial Advisors, LLC History Added to 4,258 244 0.02% 0.0% 608 +3,328 357.85% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History New 4,273 241 0.0% 611 +4,273 New Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History New 4,265 241 0.04% 610 +4,265 New Q4 2025 Mar 04, 2026
Burns Matteson Capital Management, LLC History Added to 4,265 241 0.08% 0.08% 612 +296 7.46% Q4 2025 Jan 15, 2026
SHELTON CAPITAL MANAGEMENT History No change 4,270 241 0.0% 0.0% 609 0 0.0% Q4 2025 Feb 17, 2026
EDMP, INC. History No change 4,239 240 0.2% 0.18% 613 0 0.0% Q4 2025 Jan 21, 2026
BAYBAN History New 4,237 239 0.21% 614 +4,237 New Q4 2025 Mar 05, 2026
FLC Capital Advisors History Reduced 4,216 238 0.04% 0.04% 615 -104 -2.41% Q4 2025 Feb 11, 2026
Costello Asset Management, INC History No change 4,208 238 0.08% 0.07% 616 0 0.0% Q4 2025 Feb 03, 2026
Trek Financial, LLC History New 4,165 235 0.01% 617 +4,165 New Q4 2025 Feb 04, 2026
Joel Isaacson & Co., LLC History Added to 4,146 234 0.01% 0.01% 618 +353 9.31% Q4 2025 Jan 30, 2026
Carter Financial Group, INC. History Added to 4,092 234 0.14% 0.12% 619 +269 7.04% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 4,125 233 0.01% 0.02% 620 -2,151 -34.27% Q4 2025 Feb 06, 2026
Alpha Cubed Investments, LLC History Reduced 4,113 232 0.01% 0.01% 621 -400 -8.86% Q4 2025 Feb 03, 2026
Interchange Capital Partners, LLC History New 4,082 231 0.04% 622 +4,082 New Q4 2025 Jan 30, 2026
Advisor Resource Council History New 3,774 230 0.08% 623 +3,774 New Q4 2025 Feb 10, 2026
Hilton Capital Management, LLC History Reduced 4,041 228 0.02% 0.02% 624 -1,235 -23.41% Q4 2025 Feb 12, 2026
Quinn Opportunity Partners LLC History Reduced 4,000 226 0.01% 0.04% 625 -6,500 -61.9% Q4 2025 Feb 13, 2026
Clear Harbor Asset Management, LLC History No change 3,980 225 0.02% 0.01% 626 0 0.0% Q4 2025 Feb 10, 2026
Sowell Financial Services LLC History New 3,969 224 0.01% 627 +3,969 New Q4 2025 Jan 21, 2026
PFG Investments, LLC History Added to 3,964 224 0.01% 0.01% 629 +114 2.96% Q4 2025 Jan 26, 2026
Renasant Bank History Reduced 3,960 224 0.15% 0.14% 628 -69 -1.71% Q4 2025 Jan 30, 2026
RIVERSEDGE ADVISORS, LLC History New 3,953 223 0.04% 631 +3,953 New Q4 2025 Jan 07, 2026
Teamwork Financial Advisors, LLC History Reduced 3,943 223 0.02% 0.03% 630 -700 -15.08% Q4 2025 Jan 09, 2026
TrinityBridge Ltd History Reduced 3,855 218 0.0% 0.0% 632 -200 -4.93% Q4 2025 Feb 10, 2026
J.M. Arbour, LLC History New 3,843 217 0.22% 635 +3,843 New Q4 2025 Jan 26, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,824 217 0.01% 0.01% 633 +441 13.04% Q4 2025 Feb 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Added to 3,840 217 0.03% 0.03% 634 +35 0.92% Q4 2025 Jan 20, 2026
Canopy Partners, LLC History New 3,827 216 0.07% 636 +3,827 New Q4 2025 Feb 12, 2026
EntryPoint Capital, LLC History New 3,810 215 0.08% 637 +3,810 New Q4 2025 Feb 12, 2026
a16z Perennial Management, L.P. History No change 3,786 214 0.02% 0.02% 638 0 0.0% Q4 2025 Feb 10, 2026
Requisite Capital Management, LLC History Reduced 3,725 213 0.04% 0.04% 639 -300 -7.45% Q4 2025 Feb 05, 2026
OneDigital Investment Advisors LLC History New 3,752 212 0.0% 640 +3,752 New Q4 2025 Feb 13, 2026
Lloyd Advisory Services, LLC. History New 3,736 211 0.08% 642 +3,736 New Q4 2025 Feb 06, 2026
EARNED WEALTH ADVISORS, LLC History New 3,734 211 0.07% 643 +3,734 New Q4 2025 Jan 27, 2026
MAI Capital Management History Added to 3,738 211 0.0% 0.0% 641 +43 1.16% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History New 3,700 209 0.01% 644 +3,700 New Q4 2025 Feb 17, 2026
SYM FINANCIAL Corp History New 3,648 206 0.02% 645 +3,648 New Q4 2025 Feb 13, 2026
SIH Partners, LLLP History New 3,644 206 0.0% 646 +3,644 New Q4 2025 Feb 17, 2026
Abacus Planning Group, Inc. History New 3,611 204 0.03% 648 +3,611 New Q4 2025 Jan 16, 2026
Choate Investment Advisors History New 3,608 204 0.0% 647 +3,608 New Q4 2025 Feb 09, 2026
PENNEY FINANCIAL, LLC History New 3,603 204 0.08% 649 +3,603 New Q4 2025 Jan 21, 2026
HUB Investment Partners, LLC History New 3,557 201 0.01% 651 +3,557 New Q4 2025 Feb 17, 2026
Legacy Capital Wealth Partners, LLC History New 3,553 201 0.04% 650 +3,553 New Q4 2025 Jan 16, 2026
Asset Planning,Inc History No change 3,228 182 0.13% 0.12% 652 0 0.0% Q4 2025 Feb 03, 2026
MOTCO History No change 3,138 177 0.02% 0.02% 653 0 0.0% Q4 2025 Feb 06, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 2,908 164 0.04% 0.04% 654 0 0.0% Q4 2025 Feb 04, 2026
Wilmington Savings Fund Society, FSB History Added to 2,775 157 0.0% 0.0% 655 +164 6.28% Q4 2025 Feb 12, 2026
Grove Bank & Trust History No change 2,750 155 0.02% 0.02% 656 0 0.0% Q4 2025 Jan 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,475 149 0.0% 0.0% 657 0 0.0% Q4 2025 Jan 28, 2026
UMB Bank, n.a. History Added to 2,578 145 0.0% 0.0% 658 +16 0.62% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Reduced 2,543 143 0.01% 0.01% 659 -21 -0.82% Q4 2025 Jan 29, 2026
Hilltop National Bank History Reduced 2,447 138 0.03% 0.03% 660 -221 -8.28% Q4 2025 Jan 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,435 137 0.0% 0.0% 661 +32 1.33% Q4 2025 Feb 09, 2026
State of Wyoming History Reduced 2,415 136 0.01% 0.02% 662 -180 -6.94% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Added to 2,380 135 0.0% 0.0% 663 +387 19.42% Q4 2025 Feb 05, 2026
SageView Advisory Group, LLC History New 2,359 133 0.0% 664 +2,359 New Q4 2025 Feb 17, 2026
Bruce G. Allen Investments, LLC History Reduced 2,362 133 0.09% 0.09% 665 -139 -5.56% Q4 2025 Feb 10, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,226 126 0.0% 0.0% 666 +280 14.39% Q4 2025 Feb 06, 2026
HHM Wealth Advisors, LLC History Reduced 2,188 123 0.01% 0.02% 667 -843 -27.81% Q4 2025 Jan 22, 2026
Manchester Capital Management LLC History Added to 2,152 121 0.02% 0.01% 668 +1,147 114.13% Q4 2025 Feb 11, 2026
Garton & Associates Financial Advisors LLC History New 2,105 119 0.07% 671 +2,105 New Q4 2025 Feb 18, 2026
Bayforest Capital Ltd History Reduced 2,117 119 0.09% 0.09% 670 -1,377 -39.41% Q4 2025 Jan 27, 2026
City State Bank History No change 2,105 119 0.03% 0.03% 669 0 0.0% Q4 2025 Jan 28, 2026
Addison Advisors LLC History Reduced 2,057 116 0.03% 0.03% 672 -9 -0.44% Q4 2025 Feb 06, 2026
Parkside Financial Bank & Trust History Added to 1,990 112 0.01% 0.01% 673 +6 0.3% Q4 2025 Feb 13, 2026
KELLEHER FINANCIAL ADVISORS History No change 1,566 88 0.02% 0.02% 674 0 0.0% Q4 2025 Jan 20, 2026
Truvestments Capital LLC History No change 1,524 86 0.02% 0.01% 675 0 0.0% Q4 2025 Feb 13, 2026
CNB Bank History Reduced 1,467 83 0.03% 0.04% 676 -323 -18.04% Q4 2025 Feb 11, 2026
Aventura Private Wealth, LLC History Reduced 1,325 75 0.03% 0.03% 677 -35 -2.57% Q4 2025 Jan 07, 2026
Centerpoint Advisors, LLC History Reduced 1,281 73 0.02% 0.02% 679 -49 -3.68% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 1,305 73 0.0% 0.0% 678 +17 1.32% Q4 2025 Feb 10, 2026
DUNCKER STREETT & CO INC History No change 1,242 70 0.01% 0.01% 680 0 0.0% Q4 2025 Jan 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 1,233 69 0.0% 681 +1,233 New Q4 2025 Jan 21, 2026
Investors Research Corp History No change 1,225 69 0.01% 0.01% 682 0 0.0% Q4 2025 Jan 06, 2026
Salomon & Ludwin, LLC History Added to 1,131 62 0.01% 0.0% 683 +72 6.8% Q4 2025 Jan 28, 2026
CoreFirst Bank & Trust History No change 1,110 62 0.03% 0.03% 684 0 0.0% Q4 2025 Feb 11, 2026
Triumph Capital Management History New 1,033 58 0.01% 685 +1,033 New Q4 2025 Feb 12, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 998 56 0.01% 687 +998 New Q4 2025 Feb 09, 2026
Heritage Wealth Advisors History No change 1,000 56 0.0% 0.0% 686 0 0.0% Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Added to 854 48 0.01% 0.01% 688 +629 279.56% Q4 2025 Feb 17, 2026
FIL Ltd History Added to 792 44 0.0% 0.0% 689 +603 319.05% Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History No change 782 44 0.01% 0.01% 690 0 0.0% Q4 2025 Jan 23, 2026
Pandora Wealth, Inc. History No change 774 43 0.03% 0.02% 691 0 0.0% Q4 2025 Feb 04, 2026
Kohmann Bosshard Financial Services, LLC History New 750 42 0.0% 692 +750 New Q4 2025 Jan 30, 2026
CoreCap Advisors, LLC History Added to 672 38 0.0% 0.0% 693 +64 10.53% Q4 2025 Jan 13, 2026
Covestor Ltd History No change 674 38 0.02% 0.02% 694 0 0.0% Q4 2025 Feb 06, 2026
Financial Management Professionals, Inc. History No change 650 37 0.0% 0.0% 695 0 0.0% Q4 2025 Jan 27, 2026
Cornerstone Planning Group LLC History Added to 591 35 0.01% 0.0% 697 +346 141.22% Q4 2025 Feb 02, 2026
CX Institutional History Added to 621 35 0.0% 0.0% 696 +83 15.43% Q4 2025 Feb 02, 2026
Colonial Trust Co / SC History Added to 622 35 0.0% 0.0% 698 +20 3.32% Q4 2025 Feb 12, 2026
SHP Wealth Management History New 617 34 0.0% 700 +617 New Q4 2025 Mar 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 609 34 0.0% 0.0% 699 +9 1.5% Q4 2025 Feb 12, 2026
Avion Wealth History Added to 598 33 0.01% 0.01% 703 +9 1.53% Q4 2025 Jan 23, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 600 33 0.01% 0.01% 701 0 0.0% Q4 2025 Feb 04, 2026
MONETARY MANAGEMENT GROUP INC History No change 600 33 0.01% 0.01% 702 0 0.0% Q4 2025 Feb 11, 2026
Smithfield Trust Co History Added to 574 32 0.0% 0.0% 704 +74 14.8% Q4 2025 Feb 09, 2026
Retirement Wealth Solutions LLC History Reduced 571 32 0.02% 0.02% 705 -3 -0.52% Q4 2025 Jan 07, 2026
Clearstead Advisors, LLC History Reduced 514 29 0.0% 0.0% 706 -16 -3.02% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History New 507 28 0.0% 707 +507 New Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 498 28 0.0% 0.0% 708 +107 27.37% Q4 2025 Feb 10, 2026
ORG Partners LLC History No change 505 28 0.0% 0.0% 709 0 0.0% Q4 2025 Jan 14, 2026
JFS WEALTH ADVISORS, LLC History Reduced 493 27 0.0% 0.0% 710 -100 -16.86% Q4 2025 Jan 14, 2026
Quest 10 Wealth Builders, Inc. History Reduced 486 27 0.02% 0.03% 711 -66 -11.96% Q4 2025 Jan 29, 2026
Coston, McIsaac & Partners History Reduced 465 26 0.01% 0.01% 712 -37 -7.37% Q4 2025 Feb 03, 2026
Richard W. Paul & Associates, LLC History No change 468 26 0.01% 0.01% 713 0 0.0% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History New 455 25 0.0% 715 +455 New Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History Added to 446 25 0.0% 0.0% 714 +416 1386.67% Q4 2025 Feb 11, 2026
WPG Advisers, LLC History Added to 430 24 0.02% 0.02% 716 +22 5.39% Q4 2025 Jan 28, 2026
Kennebec Savings Bank History Reduced 410 23 0.02% 0.03% 718 -268 -39.53% Q4 2025 Jan 22, 2026
Rosenberg Matthew Hamilton History Reduced 416 23 0.0% 0.01% 717 -186 -30.9% Q4 2025 Jan 05, 2026
VISION FINANCIAL MARKETS LLC History No change 404 22 0.02% 0.02% 719 0 0.0% Q4 2025 Jan 22, 2026
Riverview Trust Co History No change 400 22 0.03% 0.03% 720 0 0.0% Q4 2025 Jan 26, 2026
Byrne Asset Management LLC History No change 400 22 0.01% 0.01% 721 0 0.0% Q4 2025 Jan 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 400 22 0.01% 0.01% 722 0 0.0% Q4 2025 Jan 27, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 376 21 0.01% 0.01% 723 0 0.0% Q4 2025 Jan 15, 2026
True Wealth Design, LLC History Reduced 340 19 0.01% 0.01% 725 -200 -37.04% Q4 2025 Jan 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 346 19 0.0% 0.0% 724 0 0.0% Q4 2025 Feb 09, 2026
Signature Equity Partners, LLC History New 324 18 0.01% 726 +324 New Q4 2025 Feb 17, 2026
Jessup Wealth Management, Inc History New 308 17 0.01% 730 +308 New Q4 2025 Feb 11, 2026
Elyxium Wealth, LLC History New 304 17 0.0% 731 +304 New Q4 2025 Feb 05, 2026
Independence Bank of Kentucky History Added to 313 17 0.0% 0.0% 729 +89 39.73% Q4 2025 Jan 20, 2026
Asset Dedication, LLC History No change 315 17 0.0% 0.0% 727 0 0.0% Q4 2025 Jan 26, 2026
McIlrath & Eck, LLC History No change 304 17 0.0% 0.0% 728 0 0.0% Q4 2025 Feb 03, 2026
Advocate Investing Services LLC History New 300 16 0.01% 734 +300 New Q4 2025 Feb 12, 2026
AMERICAN NATIONAL BANK & TRUST History New 288 16 0.0% 732 +288 New Q4 2025 Jan 20, 2026
Centennial Bank/AR/ History No change 300 16 0.01% 0.01% 733 0 0.0% Q4 2025 Feb 17, 2026
Arlington Trust Co LLC History New 279 15 0.0% 736 +279 New Q4 2025 Jan 30, 2026
GW&K Investment Management, LLC History No change 267 15 0.0% 0.0% 735 0 0.0% Q4 2025 Feb 11, 2026
NISA INVESTMENT ADVISORS, LLC History New 257 14 0.0% 737 +257 New Q4 2025 Jan 15, 2026
Winch Advisory Services, LLC History Added to 262 14 0.0% 0.0% 738 +4 1.55% Q4 2025 Feb 03, 2026
Golden State Wealth Management, LLC History No change 248 14 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 13, 2026
Bell Investment Advisors, Inc History Added to 246 13 0.0% 0.0% 741 +159 182.76% Q4 2025 Feb 24, 2026
Physician Wealth Advisors, Inc. History Added to 231 13 0.0% 0.0% 740 +49 26.92% Q4 2025 Jan 29, 2026
N.E.W. Advisory Services LLC History Added to 226 12 0.0% 0.0% 746 +200 769.23% Q4 2025 Jan 28, 2026
FINANCIAL CONSULATE, INC History Added to 227 12 0.0% 0.0% 744 +77 51.33% Q4 2025 Jan 22, 2026
JNBA Financial Advisors History Added to 217 12 0.0% 0.0% 743 +67 44.67% Q4 2025 Jan 26, 2026
TD Capital Management LLC History Added to 221 12 0.0% 0.0% 742 +18 8.87% Q4 2025 Feb 26, 2026
Westfuller Advisors, LLC History Added to 221 12 0.0% 0.01% 747 +3 1.38% Q4 2025 Jan 21, 2026
Key FInancial Inc History No change 224 12 0.0% 0.0% 745 0 0.0% Q4 2025 Feb 09, 2026
William B. Walkup & Associates, Inc. History No change 212 12 0.01% 0.01% 748 0 0.0% Q4 2025 Feb 17, 2026
Raiffeisen Bank International AG History No change 248 12 0.0% 0.0% 749 0 0.0% Q4 2025 Feb 12, 2026
Wilkerson Advisory Group LLC History New 205 11 0.0% 752 +205 New Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History No change 205 11 0.0% 0.0% 750 0 0.0% Q4 2025 Jan 21, 2026
Kentucky Trust Co History No change 200 11 0.01% 0.01% 751 0 0.0% Q4 2025 Jan 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 181 10 0.0% 0.0% 753 +160 761.9% Q4 2025 Jan 20, 2026
BankPlus Trust Department History No change 186 10 0.0% 0.0% 754 0 0.0% Q4 2025 Jan 27, 2026
Fourth Dimension Wealth, LLC History No change 193 10 0.0% 0.0% 755 0 0.0% Q4 2025 Feb 04, 2026
SJS Investment Consulting Inc. History New 170 9 0.0% 756 +170 New Q4 2025 Jan 21, 2026
Basepoint Wealth LLC History New 154 8 0.0% 759 +154 New Q4 2025 Feb 10, 2026
EASTERN BANK History No change 150 8 0.0% 0.0% 757 0 0.0% Q4 2025 Jan 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 150 8 0.0% 0.0% 758 0 0.0% Q4 2025 Feb 17, 2026
Jackson, Grant Investment Advisers, Inc. History New 138 7 0.0% 760 +138 New Q4 2025 Jan 27, 2026
IMG Wealth Management, Inc. History No change 141 7 0.0% 0.0% 761 0 0.0% Q4 2025 Feb 05, 2026
Benson Wealth Management INC History New 123 6 0.01% 769 +123 New Q4 2025 Feb 12, 2026
IMA Advisory Services, Inc. History New 119 6 0.0% 765 +119 New Q4 2025 Feb 11, 2026
Trust Co History New 110 6 0.0% 766 +110 New Q4 2025 Jan 15, 2026
Commonwealth Retirement Investments LLC History New 106 6 0.0% 767 +106 New Q4 2025 Feb 11, 2026
PROFFITT & GOODSON INC History Reduced 115 6 0.0% 0.0% 764 -16 -12.21% Q4 2025 Jan 27, 2026
CENTRAL TRUST Co History Added to 109 6 0.0% 0.0% 762 +7 6.86% Q4 2025 Feb 02, 2026
Principia Wealth Advisory, LLC History Added to 112 6 0.0% 0.0% 768 +5 4.67% Q4 2025 Feb 10, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 114 6 0.0% 0.0% 763 0 0.0% Q4 2025 Jan 30, 2026
ORG Wealth Partners, LLC History Reduced 89 5 0.0% 0.02% 775 -1,638 -94.85% Q4 2025 Jan 14, 2026
GPS Wealth Strategies Group, LLC History Reduced 94 5 0.0% 0.0% 772 -130 -58.04% Q4 2025 Feb 06, 2026
Whipplewood Advisors, LLC History New 103 5 0.0% 776 +103 New Q4 2025 Feb 17, 2026
Financial Network Wealth Advisors LLC History New 91 5 0.01% 774 +91 New Q4 2025 Feb 13, 2026
North Star Investment Management Corp. History Added to 96 5 0.0% 771 +86 860.0% Q4 2025 Jan 30, 2026
TOMPKINS FINANCIAL CORP History No change 100 5 0.0% 0.0% 770 0 0.0% Q4 2025 Jan 08, 2026
Princeton Global Asset Management LLC History No change 100 5 0.0% 0.0% 773 0 0.0% Q4 2025 Jan 20, 2026
Boreal Capital Management LLC History No change 100 5 0.0% 0.0% 777 0 0.0% Q4 2025 Feb 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 86 4 0.0% 781 +86 New Q4 2025 Jan 28, 2026
Nemes Rush Group LLC History New 76 4 0.0% 780 +76 New Q4 2025 Feb 11, 2026
DecisionPoint Financial, LLC History Added to 79 4 0.0% 0.0% 779 +23 41.07% Q4 2025 Jan 29, 2026
Archer Investment Corp History No change 80 4 0.0% 0.0% 778 0 0.0% Q4 2025 Jan 30, 2026
Bank of Jackson Hole Trust History No change 71 4 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 72 4 0.0% 0.0% 783 0 0.0% Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Reduced 55 3 0.0% 0.0% 785 -187 -77.27% Q4 2025 Feb 12, 2026
Wealth Watch Advisors, INC History Reduced 70 3 0.0% 0.0% 791 -100 -58.82% Q4 2025 Feb 17, 2026
Sunrise Financial Services, LLC History New 59 3 0.0% 792 +59 New Q4 2025 Feb 11, 2026
Olistico Wealth, LLC History New 55 3 0.0% 788 +55 New Q4 2025 Jan 13, 2026
TRUST CO OF VERMONT History No change 54 3 0.0% 0.0% 784 0 0.0% Q4 2025 Jan 16, 2026
Tacita Capital Inc History No change 60 3 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 11, 2026
Beaird Harris Wealth Management, LLC History No change 54 3 0.0% 0.0% 787 0 0.0% Q4 2025 Feb 23, 2026
Wealth Preservation Advisors, LLC History No change 60 3 0.0% 0.0% 789 0 0.0% Q4 2025 Feb 23, 2026
Financial Perspectives, Inc History No change 61 3 0.0% 0.0% 790 0 0.0% Q4 2025 Jan 28, 2026
Reyes Financial Architecture, Inc. History New 51 2 0.0% 796 +51 New Q4 2025 Jan 26, 2026
Cornerstone Financial Management LLC History New 49 2 0.0% 798 +49 New Q4 2025 Feb 13, 2026
Motiv8 Investments LLC History New 40 2 0.0% 795 +40 New Q4 2025 Feb 13, 2026
Kilter Group LLC History Added to 38 2 0.0% 0.0% 797 +14 58.33% Q4 2025 Feb 13, 2026
Stone House Investment Management, LLC History No change 46 2 0.0% 0.0% 793 0 0.0% Q4 2025 Jan 21, 2026
Private Wealth Asset Management, LLC History No change 37 2 0.0% 0.0% 794 0 0.0% Q4 2025 Feb 10, 2026
Elevated Capital Advisors, LLC History New 35 1 0.0% 801 +35 New Q4 2025 Jan 27, 2026
TUCKER ASSET MANAGEMENT LLC History New 34 1 0.0% 803 +34 New Q4 2025 Feb 05, 2026