iSHARES TRUST - DVY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 284 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
BANK OF AMERICA CORP /DE/ History Added to 8,170,168 1,153,137 0.08% 0.08% 1 +73,275 0.9% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 6,506,794 918,369 0.05% 0.05% 2 +224,125 3.57% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 3,807,955 537,454 0.1% 0.1% 3 +69,658 1.86% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 3,553,910 501,598 0.27% 0.32% 4 -116,760 -3.18% Q4 2025 Feb 06, 2026
ROYAL BANK OF CANADA History New 3,073,777 433,832 0.07% — 5 +3,073,777 New Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 3,055,839 431,301 0.05% 0.06% 6 -26,472 -0.86% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 280,846 280,846 0.16% — 7 +280,846 New Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 1,789,466 252,565 0.07% 0.07% 8 +65,691 3.81% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 1,695,711 239,332 0.04% 0.04% 9 +23,407 1.4% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 1,646,552 232,394 0.01% 0.01% 10 +97,144 6.27% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,401,610 197,823 0.06% 0.06% 11 -19,484 -1.37% Q4 2025 Feb 10, 2026
UBS Group AG History Added to 1,189,865 167,937 0.03% 0.03% 12 +34,832 3.02% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,170,490 165,202 0.05% 0.05% 13 +111,048 10.48% Q4 2025 Feb 18, 2026
TRUIST FINANCIAL CORP History Reduced 1,135,305 160,236 0.21% 0.22% 14 -7,463 -0.65% Q4 2025 Feb 02, 2026
US BANCORP \DE\ History Reduced 1,111,508 156,878 0.18% 0.19% 15 -18,634 -1.65% Q4 2025 Jan 30, 2026
Howard Capital Management Inc. History No change 1,011,427 142,752 1.85% 1.9% 16 0 0.0% Q4 2025 Jan 23, 2026
BANK OF MONTREAL /CAN/ History Added to 779,821 110,063 0.04% 0.04% 17 +34,231 4.59% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 693,902 97,937 0.01% 0.01% 18 +3,552 0.51% Q4 2025 Mar 25, 2026
Northside Capital Management, LLC History Reduced 653,983 92,303 8.02% 8.56% 19 -5,674 -0.86% Q4 2025 Jan 07, 2026
JANE STREET GROUP, LLC History Reduced 644,700 90,992 0.01% 0.02% 20 -206,500 -24.26% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 606,332 85,577 0.11% 0.12% 21 -30,401 -4.77% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 552,407 77,857 0.02% 0.01% 22 +106,807 23.97% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 510,024 71,984 0.08% 0.08% 23 +5,369 1.06% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 507,547 71,635 0.13% 0.13% 24 +29,933 6.27% Q4 2025 Mar 16, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 505,689 71,372 2.15% 0.26% 25 +445,910 745.93% Q4 2025 Jan 27, 2026
Focus Partners Wealth History Added to 466,225 65,805 0.07% 0.1% 26 +47,957 11.47% Q4 2025 Feb 13, 2026
COMERICA BANK History Reduced 427,919 60,396 0.24% 0.23% 27 -5,386 -1.24% Q4 2025 Jan 29, 2026
Mariner, LLC History Reduced 401,796 56,709 0.07% 0.07% 28 -4,486 -1.1% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 381,558 53,882 0.08% 0.09% 29 -55,956 -12.79% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 374,624 52,874 0.01% 0.0% 30 +259,424 225.19% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 331,560 46,796 0.05% 0.05% 31 +1,721 0.52% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 309,870 43,735 0.03% 0.03% 32 -31,322 -9.18% Q4 2025 Feb 10, 2026
Creative Planning History Reduced 308,603 43,556 0.03% 0.03% 33 -1,494 -0.48% Q4 2025 Feb 17, 2026
AMG National Trust Bank History Reduced 305,140 43,067 1.01% 1.06% 34 -1,178 -0.38% Q4 2025 Jan 30, 2026
STIFEL FINANCIAL CORP History Added to 303,545 42,842 0.04% 0.04% 35 +7,076 2.39% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 300,276 42,384 0.32% — 36 +300,276 New Q4 2025 Feb 18, 2026
HUNTINGTON NATIONAL BANK History Added to 293,336 41,401 0.25% 0.25% 37 +2,918 1.0% Q4 2025 Feb 09, 2026
CIBC WORLD MARKET INC. History Reduced 285,436 40,286 0.06% 0.07% 38 -3,066 -1.06% Q4 2025 Feb 10, 2026
COMMERCE BANK History Reduced 275,567 38,893 0.21% 0.22% 39 -8,108 -2.86% Q4 2025 Feb 13, 2026
Moment Partners, LLC History Added to 257,281 36,312 7.47% 6.29% 40 +6,873 2.74% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 256,418 36,190 0.06% 0.05% 41 +29,214 12.86% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 252,386 35,622 0.01% 0.0% 42 +127,041 101.35% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 245,576 34,660 0.11% 0.11% 43 +7,927 3.34% Q4 2025 Jan 30, 2026
GLENMEDE TRUST CO NA History New 240,055 33,881 0.16% — 44 +240,055 New Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 231,776 32,712 0.1% 0.12% 45 -22,205 -8.74% Q4 2025 Feb 02, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 229,113 32,337 1.99% 2.07% 46 +171 0.07% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Added to 223,106 31,489 0.06% 0.07% 47 +2,559 1.16% Q4 2025 Jan 23, 2026
Janney Montgomery Scott LLC History Added to 220,730 31,154 0.07% 0.07% 48 +3,368 1.55% Q4 2025 Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 212,133 30,787 0.04% 0.04% 49 +4,893 2.36% Q4 2025 Jan 08, 2026
Private Advisor Group, LLC History Reduced 191,291 26,998 0.13% 0.13% 50 -161 -0.08% Q4 2025 Feb 17, 2026
Ellis Investment Partners, LLC History Added to 190,572 26,897 4.69% 4.88% 51 +348 0.18% Q4 2025 Feb 02, 2026
Valmark Advisers, Inc. History Added to 179,109 25,279 0.31% 0.28% 52 +27,063 17.8% Q4 2025 Jan 26, 2026
FRANKLIN RESOURCES INC History Added to 177,142 25,001 0.01% 0.01% 53 +15,035 9.27% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 179,477 24,664 0.04% 0.04% 54 +21,409 13.54% Q4 2025 Feb 18, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Reduced 170,391 24,048 4.41% 4.61% 55 -764 -0.45% Q4 2025 Jan 29, 2026
FMR LLC History Added to 168,470 23,777 0.0% 0.0% 56 +8,064 5.03% Q4 2025 Feb 17, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 166,498 23,499 1.13% 0.93% 57 +35,667 27.26% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 165,015 23,290 0.06% 0.06% 58 +17,845 12.13% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Added to 162,276 22,904 0.06% 0.06% 59 +1,761 1.1% Q4 2025 Feb 05, 2026
Fifth Third Wealth Advisors LLC History Reduced 147,879 20,871 0.73% 0.8% 60 -4,261 -2.8% Q4 2025 Jan 15, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 145,184 20,483 0.02% 0.02% 61 +18,187 14.32% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 144,488 20,393 0.11% 0.13% 62 +4,480 3.2% Q4 2025 Feb 17, 2026
Yukon Wealth Management, Inc. History Reduced 130,953 20,211 11.65% 8.27% 63 -46,620 -26.25% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 282,323 19,060 0.03% 0.02% 64 +198,397 236.4% Q4 2025 Mar 09, 2026
HB Wealth Management, LLC History Added to 133,966 18,907 0.12% 0.12% 65 +7,213 5.69% Q4 2025 Jan 28, 2026
Cerity Partners LLC History Reduced 128,446 18,128 0.03% 0.03% 66 -2,682 -2.05% Q4 2025 Feb 11, 2026
Advisory Services Network, LLC History Reduced 127,604 18,010 0.25% 0.27% 67 -1,086 -0.84% Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 120,811 17,051 1.08% 1.14% 68 -2,230 -1.81% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 120,639 17,027 0.19% 0.18% 69 +9,252 8.31% Q4 2025 Feb 06, 2026
Capital Investment Advisors, LLC History Reduced 119,442 16,858 0.26% 0.28% 70 -1,475 -1.22% Q4 2025 Jan 13, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Added to 118,285 16,694 3.45% 3.53% 71 +1,055 0.9% Q4 2025 Feb 09, 2026
Kestra Advisory Services, LLC History Reduced 117,023 16,516 0.07% 0.08% 72 -2,031 -1.71% Q4 2025 Feb 13, 2026
IFG Advisors, LLC History Added to 115,414 16,289 2.71% 2.62% 73 +2,508 2.22% Q4 2025 Jan 13, 2026
Lido Advisors, LLC History Added to 113,206 16,052 0.05% 0.05% 74 +520 0.46% Q4 2025 Feb 10, 2026
Round Rock Advisors LLC History Added to 110,913 15,654 2.35% 2.43% 75 +2,877 2.66% Q4 2025 Apr 07, 2026
Equitable Holdings, Inc. History Added to 107,764 15,209 0.1% 0.11% 76 +2,272 2.15% Q4 2025 Feb 17, 2026
KWMG, LLC History Added to 105,927 14,950 1.29% 1.28% 77 +3,047 2.96% Q4 2025 Jan 16, 2026
NTV ASSET MANAGEMENT LLC History Reduced 105,686 14,916 1.58% 1.66% 78 -1,650 -1.54% Q4 2025 Jan 20, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 104,656 14,771 0.11% 0.1% 79 +15,098 16.86% Q4 2025 Feb 12, 2026
Cresset Asset Management, LLC History Added to 99,273 14,011 0.06% 0.06% 80 +10,266 11.53% Q4 2025 Feb 17, 2026
Powell Investment Advisors, LLC History Added to 97,861 13,812 4.76% 4.75% 81 +2,291 2.4% Q4 2025 Feb 09, 2026
MML INVESTORS SERVICES, LLC History Added to 94,915 13,396 0.03% 0.03% 82 +9,023 10.51% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 93,269 13,163 0.07% 0.06% 83 +8,903 10.55% Q4 2025 Jan 12, 2026
Steward Partners Investment Advisory, LLC History Added to 92,585 13,067 0.07% 0.07% 84 +4,366 4.95% Q4 2025 Feb 12, 2026
BOKF, NA History Added to 90,709 12,802 0.2% 0.13% 85 +31,408 52.96% Q4 2025 Feb 03, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 89,002 12,561 0.02% 0.03% 86 -1,617 -1.78% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 87,167 12,302 0.2% 0.17% 87 +18,553 27.04% Q4 2025 Jan 28, 2026
MAI Capital Management History Reduced 84,424 11,915 0.07% 0.07% 88 -26 -0.03% Q4 2025 Feb 13, 2026
JGP Wealth Management, LLC History Reduced 84,380 11,909 1.24% 1.34% 89 -608 -0.72% Q4 2025 Jan 12, 2026
Beacon Pointe Advisors, LLC History Reduced 82,732 11,676 0.08% 0.11% 90 -9,163 -9.97% Q4 2025 Feb 18, 2026
North Star Investment Management Corp. History Added to 82,520 11,646 0.73% 0.71% 91 +4,271 5.46% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Reduced 78,901 11,135 0.04% 0.05% 92 -2,930 -3.58% Q4 2025 Feb 18, 2026
Sanctuary Advisors, LLC History Added to 74,127 10,462 0.06% 0.03% 93 +29,562 66.33% Q4 2025 Jan 29, 2026
Allen Investment Management, LLC History No change 72,973 10,299 0.11% 0.12% 94 0 0.0% Q4 2025 Feb 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 72,398 10,215 0.03% 0.01% 95 +48,142 198.47% Q4 2025 Feb 13, 2026
Sterling Investment Advisors, Ltd. History Added to 71,467 10,086 1.86% 1.97% 96 +189 0.27% Q4 2025 Feb 09, 2026
White Lighthouse Investment Management Inc. History Added to 70,432 9,940 1.39% 1.47% 97 +2,645 3.9% Q4 2025 Feb 09, 2026
Pathstone Holdings, LLC History New 67,887 9,581 0.04% — 98 +67,887 New Q4 2025 Feb 13, 2026
Raab & Moskowitz Asset Management LLC History Added to 65,340 9,222 2.02% 2.0% 99 +2,319 3.68% Q4 2025 Jan 20, 2026
SOA Wealth Advisors, LLC. History Added to 65,150 9,195 1.55% 1.53% 100 +2,395 3.82% Q4 2025 Jan 20, 2026
FIRST UNITED BANK & TRUST History Added to 65,081 9,185 2.93% 2.78% 101 +4,754 7.88% Q4 2025 Jan 21, 2026
Linscomb Wealth, Inc. History Reduced 64,751 9,138 0.38% 0.4% 102 -903 -1.38% Q4 2025 Feb 10, 2026
AlTi Global, Inc. History Reduced 64,641 9,123 0.2% 0.32% 103 -30,760 -32.24% Q4 2025 Feb 13, 2026
GREENBERG FINANCIAL GROUP History New 64,112 9,048 3.73% — 104 +64,112 New Q4 2025 Jan 22, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 63,820 9,007 0.19% 0.21% 105 -748 -1.16% Q4 2025 Feb 05, 2026
Pinnacle Financial Group, LLC / IL History Added to 63,659 8,984 2.61% 2.73% 106 +64 0.1% Q4 2025 Feb 05, 2026
Asset Advisors Investment Management, LLC History Reduced 62,843 8,869 0.82% 0.85% 107 -420 -0.66% Q4 2025 Jan 23, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 62,462 8,816 2.12% 2.26% 108 -3,200 -4.87% Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 61,091 8,622 0.42% 0.5% 109 +2,381 4.06% Q4 2025 Jan 28, 2026
Mutual Advisors, LLC History Reduced 60,621 8,556 0.18% 0.19% 110 -158 -0.26% Q4 2025 Feb 02, 2026
CIBC Private Wealth Group LLC History Added to 58,960 8,321 0.01% 0.01% 111 +20 0.03% Q4 2025 Feb 12, 2026
Wealth Management Associates, Inc. History Added to 58,666 8,280 2.88% 2.96% 112 +19 0.03% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 58,057 8,194 0.1% 0.09% 113 -10,073 -14.78% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 57,419 8,104 0.05% 0.05% 114 +4,008 7.5% Q4 2025 Feb 03, 2026
Verus Financial Partners, Inc. History Reduced 54,194 8,071 0.74% 0.78% 115 -2,776 -4.87% Q4 2025 Feb 02, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 57,124 8,062 0.0% 0.0% 116 -1,776 -3.02% Q4 2025 Feb 10, 2026
Beaumont Financial Advisors, LLC History Reduced 56,680 7,999 0.53% 0.58% 117 -3,968 -6.54% Q4 2025 Jan 16, 2026
CWM, LLC History Reduced 54,248 7,657 0.02% 0.02% 118 -265 -0.49% Q4 2025 Jan 26, 2026
AMARILLO NATIONAL BANK History Reduced 54,068 7,631 1.34% 1.36% 119 -472 -0.87% Q4 2025 Jan 28, 2026
KCM INVESTMENT ADVISORS LLC History Added to 52,834 7,457 0.24% 0.24% 120 +8 0.02% Q4 2025 Feb 13, 2026
EDGEWOOD MANAGEMENT LLC History No change 51,926 7,328 0.03% 0.03% 121 0 0.0% Q4 2025 Feb 12, 2026
Lee Financial Co History Reduced 51,579 7,279 0.98% 0.98% 122 -3,589 -6.51% Q4 2025 Jan 22, 2026
Smithfield Trust Co History Reduced 51,386 7,242 0.32% 0.33% 123 -264 -0.51% Q4 2025 Feb 09, 2026
OPPENHEIMER & CO INC History Added to 49,177 6,940 0.1% 0.08% 124 +3,864 8.53% Q4 2025 Feb 02, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 48,817 6,889 0.65% 0.68% 125 -19 -0.04% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 48,386 6,829 0.11% 0.0% 126 +47,666 6620.28% Q4 2025 Feb 13, 2026
Gilman Hill Asset Management, LLC History Added to 48,290 6,815 1.07% 0.05% 127 +46,180 2188.63% Q4 2025 Jan 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 47,916 6,762 0.09% 0.09% 128 +437 0.92% Q4 2025 Jan 30, 2026
Wealth Quarterback LLC History Added to 47,193 6,660 2.4% 2.03% 129 +10,208 27.6% Q4 2025 Jan 15, 2026
Glenview Trust Co History Reduced 46,962 6,628 0.1% 0.11% 130 -265 -0.56% Q4 2025 Feb 09, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 46,653 6,584 0.33% 0.34% 131 -700 -1.48% Q4 2025 Feb 02, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 46,601 6,577 0.05% 0.01% 132 +41,499 813.39% Q4 2025 Jan 14, 2026
Callan Family Office, LLC History Added to 46,179 6,517 0.14% 0.19% 133 +4,500 10.8% Q4 2025 Feb 12, 2026
Quantinno Capital Management LP History Added to 45,693 6,449 0.01% 0.02% 134 +5,041 12.4% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Reduced 45,661 6,444 0.88% 0.92% 135 -208 -0.45% Q4 2025 Feb 13, 2026
Stelac Advisory Services LLC History Reduced 45,602 6,436 2.28% 2.25% 136 -150 -0.33% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 45,090 6,364 0.08% 0.08% 137 -540 -1.18% Q4 2025 Jan 21, 2026
Kovitz Investment Group Partners, LLC History Reduced 45,010 6,352 0.14% 0.04% 138 -29,385 -39.5% Q4 2025 Feb 20, 2026
Prospera Financial Services Inc History Added to 44,331 6,257 0.1% 0.1% 139 +2,315 5.51% Q4 2025 Feb 09, 2026
IFG Advisory, LLC History Added to 44,062 6,218 0.27% 0.28% 140 +1,149 2.68% Q4 2025 Feb 10, 2026
BlackRock, Inc. History Added to 43,529 6,143 0.0% 0.0% 141 +30,178 226.04% Q4 2025 Feb 12, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 43,027 6,072 0.99% 1.07% 142 0 0.0% Q4 2025 Feb 11, 2026
Principle Wealth Partners LLC History Reduced 42,916 6,057 0.34% 0.36% 143 -349 -0.81% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Reduced 41,909 5,915 0.13% 0.16% 144 -1,265 -2.93% Q4 2025 Feb 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 41,164 5,809 0.0% 0.0% 145 +6,090 17.36% Q4 2025 Feb 17, 2026
Rathbones Group PLC History Reduced 40,946 5,779 0.02% 0.03% 146 -4,683 -10.26% Q4 2025 Feb 06, 2026
FOCUS Wealth Advisors, LLC History Added to 40,782 5,756 2.68% 2.76% 147 +411 1.02% Q4 2025 Jan 09, 2026
LMG Wealth Partners, LLC History Added to 39,819 5,620 1.05% 1.0% 148 +1,797 4.73% Q4 2025 Feb 02, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 39,750 5,610 0.73% 0.74% 149 0 0.0% Q4 2025 Feb 17, 2026
Daybright Advisory Services, Inc. History New 39,529 5,579 1.49% — 150 +39,529 New Q4 2025 Feb 12, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 38,927 5,494 1.81% 1.94% 151 -1,925 -4.71% Q4 2025 Jan 27, 2026
Eagle Bay Advisors LLC History No change 38,710 5,463 3.99% 4.32% 152 0 0.0% Q4 2025 Jan 23, 2026
Balentine LLC History Added to 37,597 5,306 0.2% 0.18% 153 +2,922 8.43% Q4 2025 Feb 02, 2026
SCOTIA CAPITAL INC. History Added to 36,773 5,187 0.02% 0.02% 154 +1,242 3.5% Q4 2025 Feb 12, 2026
Keebeck Wealth Management History No change 36,491 5,150 0.59% 0.61% 155 0 0.0% Q4 2025 Feb 17, 2026
LANDAAS & CO /WI /ADV History Added to 36,080 5,092 1.12% 1.16% 156 +164 0.46% Q4 2025 Jan 21, 2026
Ironwood Financial, llc History Reduced 35,013 5,087 0.86% 0.92% 157 -1,348 -3.71% Q4 2025 Jan 15, 2026
BANK OF HAWAII History Added to 35,616 5,026 0.25% 0.25% 158 +205 0.58% Q4 2025 Mar 03, 2026
FIFTH THIRD SECURITIES, INC. History Added to 35,284 4,979 0.33% 0.3% 159 +4,240 13.66% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Added to 35,115 4,956 0.04% 0.02% 160 +13,670 63.74% Q4 2025 Feb 12, 2026
SIG BROKERAGE, LP History No change 34,954 4,933 0.15% 0.14% 161 0 0.0% Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 34,663 4,892 0.82% — 162 +34,663 New Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 34,562 4,878 0.06% 0.06% 163 +53 0.15% Q4 2025 Feb 09, 2026
J.W. COLE ADVISORS, INC. History Reduced 39,965 4,831 0.12% 0.12% 164 -3,092 -7.18% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 34,122 4,815 0.05% 0.02% 165 +26,727 361.42% Q4 2025 Jan 29, 2026
Sankala Group LLC History New 30,467 4,761 3.81% — 166 +30,467 New Q4 2025 Mar 02, 2026
Allworth Financial LP History New 33,387 4,712 0.02% — 167 +33,387 New Q4 2025 Feb 05, 2026
Omega Financial Group, LLC History Reduced 33,371 4,710 1.55% 1.65% 168 -1,660 -4.74% Q4 2025 Jan 28, 2026
MV CAPITAL MANAGEMENT, INC. History No change 33,307 4,700 0.45% 0.45% 169 0 0.0% Q4 2025 Feb 23, 2026
ALBION FINANCIAL GROUP /UT History Reduced 32,982 4,655 0.29% 0.28% 170 -126 -0.38% Q4 2025 Jan 21, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 32,887 4,641 0.03% 0.03% 171 +1,281 4.05% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 32,218 4,547 0.2% 0.21% 173 -2,982 -8.47% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Reduced 32,219 4,547 0.06% 0.06% 172 -54 -0.17% Q4 2025 Feb 05, 2026
Klingman & Associates, LLC History Reduced 32,206 4,545 0.22% 0.23% 174 -75 -0.23% Q4 2025 Jan 29, 2026
VANGUARD GROUP INC History Added to 31,901 4,502 0.0% 0.0% 175 +48 0.15% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Added to 31,786 4,486 0.03% 0.02% 176 +4,536 16.65% Q4 2025 Jan 29, 2026
Gallagher Capital Advisors, LLC History Reduced 31,743 4,480 2.89% 2.61% 177 -1,239 -3.76% Q4 2025 Feb 12, 2026
Cornerstone Management, Inc. History Reduced 31,528 4,449 0.73% 0.75% 178 -489 -1.53% Q4 2025 Feb 06, 2026
FAS Wealth Partners, Inc. History Added to 31,526 4,449 0.29% 0.3% 179 +218 0.7% Q4 2025 Feb 18, 2026
Joseph P. Lucia & Associates, LLC History Reduced 31,504 4,446 1.6% 1.69% 180 -97 -0.31% Q4 2025 Jan 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 31,441 4,437 0.02% 0.02% 181 -3,443 -9.87% Q4 2025 Jan 30, 2026
HANCOCK WHITNEY CORP History Added to 31,328 4,421 0.08% 0.08% 182 +1,944 6.62% Q4 2025 Feb 17, 2026
Mechanics Bank Trust Department History Reduced 31,088 4,387 0.57% 0.64% 183 -1,021 -3.18% Q4 2025 Jan 14, 2026
LGL PARTNERS, LLC History Added to 30,870 4,357 1.86% 1.85% 184 +312 1.02% Q4 2025 Feb 09, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 30,813 4,348 0.07% 0.07% 185 -1,672 -5.15% Q4 2025 Jan 13, 2026
FIRST AMERICAN TRUST, FSB History Reduced 30,588 4,317 0.3% 0.33% 186 -1,102 -3.48% Q4 2025 Feb 11, 2026
FULTON BANK, N.A. History No change 30,471 4,300 0.15% 0.15% 187 0 0.0% Q4 2025 Jan 08, 2026
ALLIANCEBERNSTEIN L.P. History Added to 30,455 4,298 0.0% 0.0% 188 +1,761 6.14% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 30,289 4,274 0.0% 0.0% 189 -62,711 -67.43% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 30,100 4,248 0.0% 0.0% 190 +8,045 36.48% Q4 2025 Feb 17, 2026
Shulman DeMeo Asset Management LLC History Reduced 30,029 4,238 0.96% 0.99% 191 -239 -0.79% Q4 2025 Jan 14, 2026
AlphaCore Capital LLC History Added to 29,923 4,223 0.09% 0.0% 192 +29,405 5676.64% Q4 2025 Feb 05, 2026
St. Clair Advisors, LLC History Reduced 29,926 4,223 1.09% 1.15% 193 -561 -1.84% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Reduced 29,803 4,206 0.01% 0.01% 194 -363 -1.2% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 29,507 4,164 0.06% 0.06% 195 +539 1.86% Q4 2025 Feb 02, 2026
Arax Advisory Partners History New 29,457 4,157 0.12% — 196 +29,457 New Q4 2025 Feb 13, 2026
Tradition Wealth Management, LLC History Reduced 29,330 4,139 0.3% 0.34% 197 -3,000 -9.28% Q4 2025 Feb 11, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 28,916 4,081 1.44% 1.51% 198 -933 -3.13% Q4 2025 Jan 21, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 28,908 4,080 1.6% 1.66% 199 +161 0.56% Q4 2025 Jan 27, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 28,787 4,062 1.12% 1.26% 200 -12,461 -30.21% Q4 2025 Feb 12, 2026
Hilltop Holdings Inc. History Added to 28,593 4,035 0.24% 0.2% 201 +1,803 6.73% Q4 2025 Feb 17, 2026
Granite FO LLC History No change 28,587 4,034 2.15% 2.21% 202 0 0.0% Q4 2025 Feb 06, 2026
SAPIENT CAPITAL LLC History New 28,116 3,998 0.06% — 203 +28,116 New Q4 2025 Feb 05, 2026
Taylor Financial Group, Inc. History Reduced 28,137 3,971 2.33% 2.3% 204 -17 -0.06% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 28,071 3,961 0.04% 0.03% 205 +14,034 99.98% Q4 2025 Jan 23, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 27,882 3,935 0.42% 0.44% 206 -298 -1.06% Q4 2025 Jan 09, 2026
One Wealth Advisors, LLC History Reduced 27,400 3,867 0.47% 0.53% 207 -2,222 -7.5% Q4 2025 Feb 02, 2026
Wealthcare Advisory Partners LLC History Added to 27,307 3,854 0.08% 0.08% 208 +18 0.07% Q4 2025 Jan 14, 2026
PKS Advisory Services, LLC History Reduced 26,890 3,795 0.87% 0.83% 209 -1,137 -4.06% Q4 2025 Feb 02, 2026
My Personal CFO, LLC History New 26,862 3,791 1.58% — 210 +26,862 New Q4 2025 Jan 15, 2026
Envestnet Portfolio Solutions, Inc. History Added to 26,822 3,785 0.01% 0.01% 211 +334 1.26% Q4 2025 Feb 06, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 26,748 3,775 0.03% 0.03% 212 -979 -3.53% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 26,730 3,772 0.09% 0.1% 213 +649 2.49% Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 26,318 3,714 3.22% — 214 +26,318 New Q4 2025 Feb 10, 2026
Argent Trust Co History No change 26,147 3,690 0.13% 0.13% 215 0 0.0% Q4 2025 Feb 10, 2026
Pinnacle Family Advisors, LLC History Added to 26,135 3,688 1.62% 1.61% 216 +223 0.86% Q4 2025 Feb 17, 2026
Inman Jager Wealth Management, LLC History Reduced 25,673 3,623 2.22% 2.35% 217 -215 -0.83% Q4 2025 Jan 26, 2026
Wealthfront Advisers LLC History Added to 25,470 3,594 0.01% 0.01% 218 +1,968 8.37% Q4 2025 Jan 30, 2026
CMG Global Holdings, LLC History Added to 23,008 3,551 1.58% 1.59% 219 +33 0.14% Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History New 25,030 3,532 0.06% — 220 +25,030 New Q4 2025 Feb 09, 2026
Banco de Sabadell, S.A History Reduced 24,726 3,491 2.27% 2.59% 221 -2,802 -10.18% Q4 2025 Feb 09, 2026
Capital Analysts, LLC History Reduced 24,583 3,470 0.11% 0.12% 222 -3,500 -12.46% Q4 2025 Feb 11, 2026
Argent Advisors, Inc. History Reduced 24,420 3,446 0.96% 1.04% 223 -304 -1.23% Q4 2025 Feb 11, 2026
MidFirst Bank History New 24,296 3,429 0.27% — 224 +24,296 New Q4 2025 Feb 25, 2026
Valeo Financial Advisors, LLC History Added to 24,133 3,406 0.08% 0.08% 225 +530 2.25% Q4 2025 Feb 04, 2026
Guidance Point Advisors, LLC History Added to 23,965 3,386 0.78% 0.81% 226 +222 0.94% Q4 2025 Feb 11, 2026
EP Wealth Advisors, LLC History New 23,911 3,374 0.02% — 227 +23,911 New Q4 2025 Feb 18, 2026
BESSEMER GROUP INC History Added to 23,871 3,369 0.01% 0.01% 228 +686 2.96% Q4 2025 Feb 05, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 23,618 3,333 0.07% 0.07% 229 -111 -0.47% Q4 2025 Feb 18, 2026
SONATA CAPITAL GROUP INC History Reduced 23,575 3,327 1.2% 1.25% 230 -319 -1.34% Q4 2025 Jan 26, 2026
Joel Isaacson & Co., LLC History Added to 23,497 3,316 0.11% 0.12% 231 +7 0.03% Q4 2025 Jan 30, 2026
SIMON QUICK ADVISORS, LLC History No change 23,458 3,310 0.14% 0.15% 232 0 0.0% Q4 2025 Jan 29, 2026
JFS WEALTH ADVISORS, LLC History Reduced 23,309 3,289 0.19% 0.19% 233 -99 -0.42% Q4 2025 Jan 14, 2026
HBK Sorce Advisory LLC History Reduced 21,146 3,286 0.08% 0.08% 234 -9 -0.04% Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Reduced 23,018 3,248 0.08% 0.09% 235 -626 -2.65% Q4 2025 Jan 28, 2026
IEQ CAPITAL, LLC History Added to 23,003 3,246 0.01% 0.01% 236 +2,499 12.19% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 22,961 3,240 0.08% 0.09% 237 +1,016 4.63% Q4 2025 Feb 17, 2026
WOLFF WIESE MAGANA LLC History Reduced 22,773 3,214 1.76% 1.84% 238 -35 -0.15% Q4 2025 Jan 14, 2026
Operose Advisors LLC History Added to 22,713 3,205 0.75% 0.8% 239 +31 0.14% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History Added to 22,090 3,117 0.04% 0.03% 240 +5,960 36.95% Q4 2025 Feb 03, 2026
High Net Worth Advisory Group LLC History Added to 22,060 3,113 0.72% 0.75% 241 +88 0.4% Q4 2025 Jan 23, 2026
Sigma Planning Corp History Added to 21,958 3,099 0.09% 0.08% 242 +1,432 6.98% Q4 2025 Jan 30, 2026
Essex Financial Services, Inc. History Added to 21,910 3,092 0.18% 0.19% 243 +126 0.58% Q4 2025 Feb 10, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 21,837 3,082 0.91% 0.98% 244 -309 -1.4% Q4 2025 Jan 21, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 21,787 3,075 0.33% 0.12% 245 +14,217 187.81% Q4 2025 Jan 26, 2026
GW&K Investment Management, LLC History Added to 21,752 3,070 0.03% 0.0% 246 +19,401 825.22% Q4 2025 Feb 11, 2026
Western Wealth Management, LLC History Reduced 21,756 3,070 0.14% 0.17% 247 -1,193 -5.2% Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 21,651 3,055 0.05% 0.04% 248 +9,014 71.33% Q4 2025 Mar 12, 2026
Pallas Capital Advisors LLC History Added to 21,613 3,050 0.1% 0.11% 249 +1,061 5.16% Q4 2025 Jan 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 21,535 3,039 0.06% 0.07% 250 -2,246 -9.44% Q4 2025 Feb 05, 2026
SBI Securities Co., Ltd. History Reduced 21,508 3,035 0.08% 0.08% 251 -89 -0.41% Q4 2025 Feb 03, 2026
EVOKE WEALTH, LLC History Added to 21,335 3,011 0.06% 0.06% 252 +28 0.13% Q4 2025 Feb 06, 2026
NATIXIS ADVISORS, LLC History Added to 21,319 3,009 0.0% 0.0% 253 +10,137 90.65% Q4 2025 Feb 10, 2026
MONETARY MANAGEMENT GROUP INC History No change 21,250 2,999 0.69% 0.69% 254 0 0.0% Q4 2025 Feb 11, 2026
Cullen Capital Management, LLC History New 21,130 2,982 0.03% — 255 +21,130 New Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 20,020 2,960 0.07% 0.07% 256 +314 1.59% Q4 2025 Jan 28, 2026
Narwhal Capital Management History Added to 20,970 2,959 0.22% 0.22% 257 +134 0.64% Q4 2025 Jan 30, 2026
Florin Court Capital LLP History Reduced 20,900 2,949 4.11% 6.11% 258 -34,000 -61.93% Q4 2025 Feb 05, 2026
Kapstone Financial Advisors LLC History Reduced 20,794 2,934 1.46% 1.47% 259 -1,220 -5.54% Q4 2025 Feb 05, 2026
Crescent Grove Advisors, LLC History Added to 20,263 2,859 0.27% 0.27% 260 +450 2.27% Q4 2025 Feb 11, 2026
Plancorp, LLC History No change 20,151 2,844 0.09% 0.09% 261 0 0.0% Q4 2025 Feb 05, 2026
Waverly Advisors, LLC History Added to 19,880 2,805 0.02% 0.03% 262 +699 3.64% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 19,706 2,781 0.02% 0.03% 263 -21,360 -52.01% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Added to 19,573 2,762 0.09% 0.08% 264 +1,304 7.14% Q4 2025 Feb 12, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 19,460 2,747 0.88% 0.98% 265 -171 -0.87% Q4 2025 Feb 10, 2026
CITY HOLDING CO History Reduced 19,329 2,728 0.34% 0.36% 266 -728 -3.63% Q4 2025 Jan 22, 2026
Cypress Wealth Services, LLC History Added to 19,098 2,695 0.37% 0.44% 267 +378 2.02% Q4 2025 Jan 14, 2026
Haverford Trust Co History Reduced 19,060 2,690 0.02% 0.03% 268 -476 -2.44% Q4 2025 Feb 13, 2026
WEBSTER BANK, N. A. History No change 19,019 2,684 0.25% 0.26% 269 0 0.0% Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History Added to 18,904 2,668 0.03% 0.03% 270 +1,822 10.67% Q4 2025 Feb 11, 2026
Corundum Trust Company, INC History Reduced 18,872 2,663 6.06% 5.86% 271 -142 -0.75% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 18,266 2,649 0.05% 0.06% 272 +24 0.13% Q4 2025 Jan 26, 2026
Csenge Advisory Group History Added to 18,726 2,642 0.12% 0.13% 273 +161 0.87% Q4 2025 Feb 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 18,684 2,637 0.2% 0.19% 274 -657 -3.4% Q4 2025 Jan 23, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 18,617 2,627 0.29% 0.31% 275 +98 0.53% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Added to 18,488 2,609 0.07% 0.07% 276 +29 0.16% Q4 2025 Feb 03, 2026
Zhang Financial LLC History Reduced 18,473 2,607 0.1% 0.11% 277 -491 -2.59% Q4 2025 Feb 10, 2026
Winthrop Partners - WNY, LLC History New 18,345 2,589 1.39% — 278 +18,345 New Q4 2025 Mar 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 18,303 2,583 0.03% 0.03% 279 +150 0.83% Q4 2025 Feb 10, 2026
Independence Bank of Kentucky History Added to 17,970 2,536 0.32% 0.28% 280 +2,530 16.39% Q4 2025 Jan 20, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 17,889 2,524 0.08% 0.09% 281 +59 0.33% Q4 2025 Feb 13, 2026
PW Nova Financial Services LLC History New 17,529 2,500 0.95% — 282 +17,529 New Q4 2025 Apr 09, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 17,706 2,499 0.1% 0.09% 283 +1,008 6.04% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 17,685 2,496 0.05% 0.05% 284 +201 1.15% Q4 2025 Feb 11, 2026
IFC Advisors LLC History Reduced 17,673 2,494 0.36% 0.46% 285 -18 -0.1% Q4 2025 Feb 12, 2026
SAX WEALTH ADVISORS, LLC History Reduced 17,538 2,475 0.12% 0.14% 286 -200 -1.13% Q4 2025 Jan 12, 2026
Ameritas Advisory Services, LLC History Added to 17,482 2,467 0.09% 0.15% 287 +817 4.9% Q4 2025 Feb 04, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 17,411 2,457 0.15% 0.16% 288 -496 -2.77% Q4 2025 Feb 10, 2026
Caerus Investment Advisors, LLC History Reduced 17,270 2,437 0.79% 1.07% 289 -1,078 -5.88% Q4 2025 Feb 12, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 17,198 2,427 0.04% 0.02% 291 +9,139 113.4% Q4 2025 Feb 19, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 17,200 2,427 0.01% 0.01% 290 -2,400 -12.24% Q4 2025 Jan 26, 2026
Jump Financial, LLC History New 17,162 2,422 0.03% — 292 +17,162 New Q4 2025 Feb 17, 2026
PARK NATIONAL CORP /OH/ History Added to 17,115 2,415 0.08% 0.07% 293 +300 1.78% Q4 2025 Jan 05, 2026
FRANKLIN STREET ADVISORS INC /NC History Added to 17,000 2,399 0.14% 0.13% 294 +1,000 6.25% Q4 2025 Jan 21, 2026
Sowell Financial Services LLC History Added to 16,938 2,390 0.09% 0.09% 295 +115 0.68% Q4 2025 Jan 21, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 16,921 2,388 0.14% 0.1% 296 +6,115 56.59% Q4 2025 Feb 10, 2026
Midwest Trust Co History Added to 16,752 2,364 0.03% 0.03% 297 +76 0.46% Q4 2025 Feb 04, 2026
Soltis Investment Advisors LLC History Added to 16,721 2,359 0.16% 0.02% 298 +14,205 564.59% Q4 2025 Apr 02, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 16,656 2,350 0.04% 0.04% 299 0 0.0% Q4 2025 Jan 22, 2026
STOCK YARDS BANK & TRUST CO History Added to 16,613 2,344 0.07% 0.06% 300 +2,217 15.4% Q4 2025 Jan 21, 2026
Trifecta Capital Advisors, LLC History Reduced 16,560 2,337 0.35% 0.37% 301 -370 -2.19% Q4 2025 Jan 30, 2026
Flaharty Asset Management, LLC History Added to 16,430 2,318 0.29% 0.3% 302 +19 0.12% Q4 2025 Feb 06, 2026
Peregrine Asset Advisers, Inc. History Reduced 16,370 2,310 0.65% 0.71% 303 -260 -1.56% Q4 2025 Feb 02, 2026
GAMCO INVESTORS, INC. ET AL History No change 16,308 2,301 0.02% 0.02% 304 0 0.0% Q4 2025 Feb 05, 2026
Summit Wealth Partners, LLC History Added to 16,124 2,275 0.42% 0.41% 305 +114 0.71% Q4 2025 Jan 27, 2026
Kaydan Wealth Management, Inc. History Added to 15,969 2,253 0.65% 0.63% 306 +481 3.11% Q4 2025 Jan 12, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 15,871 2,240 0.2% 0.2% 307 +176 1.12% Q4 2025 Jan 30, 2026
PARK AVENUE SECURITIES LLC History Added to 15,733 2,221 0.02% 0.01% 308 +4,507 40.15% Q4 2025 Jan 05, 2026
Magnus Financial Group LLC History Reduced 15,711 2,217 0.17% 0.18% 309 -131 -0.83% Q4 2025 Jan 07, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 15,680 2,213 0.1% 0.1% 310 0 0.0% Q4 2025 Feb 12, 2026
Asset Management Group, Inc. History Added to 15,546 2,194 0.35% 0.36% 311 +146 0.95% Q4 2025 Feb 17, 2026
WealthBridge Capital Management, LLC History Added to 15,460 2,182 0.5% 0.51% 312 +94 0.61% Q4 2025 Jan 21, 2026
STEPHENS INC /AR/ History Added to 15,416 2,175 0.03% 0.03% 313 +463 3.1% Q4 2025 Feb 05, 2026
Legacy Private Trust Co. History No change 15,405 2,174 0.13% 0.13% 314 0 0.0% Q4 2025 Jan 08, 2026
Arkadios Wealth Advisors History Added to 15,347 2,166 0.04% 0.04% 315 +2,528 19.72% Q4 2025 Feb 13, 2026
Weinberger Asset Management, Inc History Reduced 15,323 2,162 0.78% 0.91% 316 -2,364 -13.37% Q4 2025 Feb 09, 2026
Bensler, LLC History Added to 15,316 2,161 0.22% 0.23% 317 +56 0.37% Q4 2025 Feb 04, 2026
SALEM INVESTMENT COUNSELORS INC History No change 15,253 2,152 0.06% 0.06% 318 0 0.0% Q4 2025 Jan 12, 2026
HSBC HOLDINGS PLC History Added to 15,231 2,149 0.0% 0.0% 319 +11,741 336.42% Q4 2025 Mar 20, 2026
Yeomans Consulting Group, Inc. History Added to 15,231 2,149 0.63% 0.73% 320 +270 1.8% Q4 2025 Jan 07, 2026
Cascade Financial Partners, LLC History Reduced 15,183 2,142 0.22% 0.26% 321 -700 -4.41% Q4 2025 Feb 06, 2026
Eldridge Investment Advisors, Inc. History Added to 14,904 2,103 0.46% 0.48% 322 +3 0.02% Q4 2025 Feb 11, 2026
Oxbow Advisors, LLC History Reduced 14,754 2,082 0.18% 0.2% 323 -70 -0.47% Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Reduced 14,654 2,068 0.16% 0.17% 324 -655 -4.28% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Reduced 14,487 2,044 0.03% 0.03% 325 -1 -0.01% Q4 2025 Feb 17, 2026
WASHINGTON TRUST Co History Added to 14,428 2,036 0.07% 0.07% 326 +59 0.41% Q4 2025 Feb 10, 2026
Mayflower Financial Advisors, LLC History Added to 14,432 2,036 0.25% 0.26% 327 +9 0.06% Q4 2025 Jan 13, 2026
Aberdeen Wealth Management LLC History Reduced 14,415 2,034 0.94% 1.35% 328 -755 -4.98% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History New 14,404 2,032 0.05% — 329 +14,404 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 14,401 2,032 0.02% 0.02% 330 +125 0.88% Q4 2025 Jan 20, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 14,395 2,031 0.34% — 331 +14,395 New Q4 2025 Feb 18, 2026
Gryphon Financial Partners LLC History Reduced 14,377 2,029 0.22% 0.23% 332 -64 -0.44% Q4 2025 Jan 08, 2026
NorthRock Partners, LLC History Added to 14,348 2,025 0.03% 0.03% 333 +2,463 20.72% Q4 2025 Feb 17, 2026
Peoples Bank/KS History Reduced 14,323 2,021 2.03% 2.03% 334 -78 -0.54% Q4 2025 Jan 08, 2026
Federation des caisses Desjardins du Quebec History Reduced 14,309 2,019 0.01% 0.01% 335 -660 -4.41% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History No change 14,289 2,016 0.27% 0.28% 336 0 0.0% Q4 2025 Jan 30, 2026
Millennium Capital Advisors, LLC History Added to 14,197 2,003 1.18% 1.22% 337 +14 0.1% Q4 2025 Feb 05, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 14,167 1,999 0.15% 0.16% 338 -327 -2.26% Q4 2025 Feb 09, 2026
REGIONS FINANCIAL CORP History New 14,115 1,992 0.01% — 339 +14,115 New Q4 2025 Jan 27, 2026
REDMONT WEALTH ADVISORS LLC History No change 14,111 1,991 3.01% 2.79% 340 0 0.0% Q4 2025 Feb 06, 2026
Evanson Asset Management, LLC History Added to 14,074 1,986 0.11% 0.11% 341 +15 0.11% Q4 2025 Jan 12, 2026
Darden Wealth Group Inc History Reduced 14,045 1,982 0.96% 1.16% 342 -1,608 -10.27% Q4 2025 Feb 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 14,023 1,979 0.03% 0.03% 343 0 0.0% Q4 2025 Feb 09, 2026
Crossmark Global Holdings, Inc. History No change 14,028 1,979 0.03% 0.03% 344 0 0.0% Q4 2025 Feb 03, 2026
Private Capital Advisors, Inc. History No change 13,975 1,972 0.2% 0.22% 345 0 0.0% Q4 2025 Feb 09, 2026
Welch Group, LLC History Added to 13,958 1,969 0.08% 0.03% 346 +9,296 199.4% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 13,940 1,967 0.03% 0.02% 347 +7,842 128.6% Q4 2025 Feb 06, 2026
FIRST HORIZON CORP History Added to 13,829 1,951 0.09% 0.07% 348 +2,678 24.02% Q4 2025 Jan 27, 2026
Curi Capital, LLC History Reduced 13,821 1,950 0.03% 0.04% 349 -1,459 -9.55% Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 13,131 1,937 0.09% 0.09% 350 +1,801 15.9% Q4 2025 Jan 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 13,708 1,934 0.23% 0.27% 351 -2,267 -14.19% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 13,688 1,931 0.05% 0.05% 352 +834 6.49% Q4 2025 Feb 09, 2026
Eagle Strategies LLC History Reduced 13,600 1,919 0.25% 0.27% 354 -686 -4.8% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History No change 13,600 1,919 0.14% 0.15% 353 0 0.0% Q4 2025 Jan 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 13,548 1,912 0.13% 0.15% 355 +211 1.58% Q4 2025 Feb 03, 2026
Johnson Financial Group, Inc. History Added to 13,453 1,898 0.07% 0.06% 356 +1,700 14.46% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 13,452 1,898 0.09% 0.08% 357 -276 -2.01% Q4 2025 Jan 21, 2026
American Wealth Advisors, LLC History Added to 13,454 1,898 1.86% 1.86% 358 +198 1.49% Q4 2025 Jan 26, 2026
Providence First Trust Co History Reduced 13,442 1,897 0.66% 0.95% 359 -5,818 -30.21% Q4 2025 Feb 03, 2026
NWAM LLC History Reduced 12,839 1,889 0.11% 0.1% 360 -586 -4.36% Q4 2025 Feb 04, 2026
Pinnacle Bancorp, Inc. History Added to 13,382 1,888 0.55% 0.49% 361 +1,617 13.74% Q4 2025 Jan 22, 2026
David J Yvars Group History Added to 13,318 1,881 1.0% 1.0% 362 +197 1.5% Q4 2025 Jan 12, 2026
Carbahal Olsen Financial Services Group, LLC History Reduced 13,301 1,877 1.44% 1.54% 363 -250 -1.84% Q4 2025 Feb 02, 2026
MSH Capital Advisors LLC History Added to 13,298 1,876 0.4% 0.5% 364 +48 0.36% Q4 2025 Feb 09, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 13,255 1,870 0.54% 0.59% 365 -554 -4.01% Q4 2025 Jan 20, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 13,244 1,869 0.27% — 366 +13,244 New Q4 2025 Feb 13, 2026
LOM Asset Management Ltd History Reduced 13,177 1,859 0.54% 0.58% 367 -227 -1.69% Q4 2025 Jan 23, 2026
Tempus Wealth Planning, LLC History Reduced 13,126 1,852 0.42% 0.47% 368 -1,314 -9.1% Q4 2025 Jan 16, 2026
Traynor Capital Management, Inc. History Reduced 13,087 1,847 0.1% 0.12% 369 -1,742 -11.75% Q4 2025 Jan 12, 2026
Carnegie Investment Counsel History Added to 13,082 1,846 0.03% 0.03% 370 +834 6.81% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Added to 13,043 1,840 0.03% 0.03% 371 +323 2.54% Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 12,943 1,826 0.09% 0.09% 372 +146 1.14% Q4 2025 Jan 26, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 12,914 1,822 0.09% 0.1% 373 -805 -5.87% Q4 2025 Jan 27, 2026
Investment Advisory Group, LLC History Reduced 12,844 1,812 0.47% 0.5% 374 -88 -0.68% Q4 2025 Jan 23, 2026
NCM Capital Management, LLC History Reduced 12,754 1,800 0.67% 0.73% 375 -486 -3.67% Q4 2025 Mar 02, 2026
BENJAMIN EDWARDS INC History Added to 12,582 1,775 0.02% 0.02% 376 +1,716 15.79% Q4 2025 Feb 02, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 12,582 1,775 0.0% 0.0% 377 +207 1.67% Q4 2025 Feb 11, 2026
Simmons Bank History No change 12,434 1,754 0.12% 0.12% 378 0 0.0% Q4 2025 Feb 05, 2026
HICKS CAPITAL MANAGEMENT LLC History Added to 12,367 1,745 1.76% 2.82% 379 +211 1.74% Q4 2025 Feb 05, 2026
NorthCrest Asset Manangement, LLC History Added to 12,070 1,733 0.04% 0.04% 380 +550 4.77% Q4 2025 Jan 08, 2026
Astoria Portfolio Advisors LLC. History Added to 11,159 1,732 0.39% 0.23% 381 +5,042 82.43% Q4 2025 Feb 24, 2026
UNION SAVINGS BANK History New 12,178 1,718 0.74% — 383 +12,178 New Q4 2025 Mar 06, 2026
Cypress Capital Group History Reduced 12,177 1,718 0.19% 0.21% 382 -60 -0.49% Q4 2025 Feb 11, 2026
TD Waterhouse Canada Inc. History Reduced 12,163 1,716 0.01% 0.01% 384 -1,193 -8.93% Q4 2025 Jan 27, 2026
WEDBUSH SECURITIES INC History Added to 12,122 1,711 0.05% 0.05% 385 +1,428 13.35% Q4 2025 Feb 12, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 12,112 1,709 0.07% 0.12% 386 -7,579 -38.49% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 12,010 1,695 0.01% 0.0% 387 +5,031 72.09% Q4 2025 Feb 17, 2026
Caldwell Trust Co History Reduced 11,968 1,689 0.15% 0.16% 388 -183 -1.51% Q4 2025 Jan 30, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 11,947 1,686 0.11% 0.11% 389 0 0.0% Q4 2025 Jan 23, 2026
Richwood Investment Advisors, LLC History Reduced 10,767 1,673 1.2% 1.25% 390 -445 -3.97% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 11,847 1,672 0.02% 0.02% 391 -433 -3.53% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 11,747 1,657 0.04% 0.04% 392 +1,124 10.58% Q4 2025 Feb 13, 2026
SVB WEALTH LLC History Added to 11,722 1,654 0.1% 0.04% 393 +7,013 148.93% Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Added to 11,707 1,652 0.03% 0.03% 394 +1,848 18.74% Q4 2025 Jan 16, 2026
Syntegra Private Wealth Group, LLC History Added to 11,622 1,640 0.15% 0.15% 395 +469 4.21% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Reduced 11,581 1,634 0.0% 0.0% 396 -312 -2.62% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Added to 11,531 1,627 0.22% 0.22% 397 +640 5.88% Q4 2025 Feb 13, 2026
GoalVest Advisory LLC History Added to 11,520 1,625 0.31% 0.18% 399 +5,664 96.72% Q4 2025 Jan 05, 2026
OneDigital Investment Advisors LLC History Reduced 11,514 1,625 0.02% 0.02% 398 -2,400 -17.25% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 11,505 1,623 0.04% 0.05% 400 -28 -0.24% Q4 2025 Feb 02, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 11,495 1,622 0.12% 0.13% 401 +167 1.47% Q4 2025 Jan 07, 2026
Gladstone Institutional Advisory LLC History Reduced 11,475 1,619 0.06% 0.06% 402 -70 -0.61% Q4 2025 Feb 17, 2026
CRA Financial Services, LLC History Added to 11,383 1,606 0.21% 0.21% 403 +738 6.93% Q4 2025 Jan 16, 2026
Pacific Point Advisors, LLC History No change 11,383 1,606 0.86% 0.94% 404 0 0.0% Q4 2025 Jan 21, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 11,324 1,598 0.34% 0.35% 405 +140 1.25% Q4 2025 Jan 07, 2026
Venture Visionary Partners LLC History Reduced 10,700 1,588 0.05% 0.06% 406 -2,102 -16.42% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Reduced 11,177 1,577 0.04% 0.05% 407 -25 -0.22% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Reduced 11,129 1,570 0.09% 0.1% 408 -172 -1.52% Q4 2025 Feb 17, 2026
FLAGSTAR ADVISORS INC History Reduced 10,973 1,548 0.52% 0.49% 409 -190 -1.7% Q4 2025 Jan 13, 2026
Asset Dedication, LLC History Reduced 10,968 1,547 0.1% 0.12% 410 -1,476 -11.86% Q4 2025 Jan 26, 2026
HARBOUR INVESTMENTS, INC. History Added to 10,916 1,540 0.03% 0.03% 411 +1,204 12.4% Q4 2025 Feb 09, 2026
PATTEN & PATTEN INC/TN History Reduced 10,848 1,531 0.09% 0.09% 412 -25 -0.23% Q4 2025 Feb 03, 2026
Mission Creek Capital Partners, Inc. History Reduced 10,822 1,527 0.31% 0.34% 413 -1,432 -11.69% Q4 2025 Feb 12, 2026
TMB Capital Partners, LLC History New 10,795 1,523 0.52% — 414 +10,795 New Q4 2025 Feb 19, 2026
Meridian Wealth Management, LLC History Reduced 10,781 1,521 0.05% 0.06% 415 -177 -1.62% Q4 2025 Feb 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 10,701 1,510 0.0% — 416 +10,701 New Q4 2025 Feb 13, 2026
BOK Financial Private Wealth, Inc. History Reduced 10,674 1,506 0.09% 0.1% 417 -86 -0.8% Q4 2025 Feb 06, 2026
Stonebridge Capital Advisors LLC History Reduced 10,648 1,502 0.1% 0.11% 418 -625 -5.54% Q4 2025 Feb 12, 2026
Fox Hill Wealth Management History Added to 10,626 1,499 0.7% 0.7% 419 +119 1.13% Q4 2025 Feb 12, 2026
Tyche Wealth Partners LLC History Reduced 10,555 1,489 0.24% 0.27% 420 -330 -3.03% Q4 2025 Jan 23, 2026
RWA WEALTH PARTNERS, LLC History Reduced 10,517 1,484 0.02% 0.02% 421 -539 -4.88% Q4 2025 Feb 12, 2026
WBH ADVISORY INC History Added to 10,506 1,482 0.11% 0.11% 422 +10 0.1% Q4 2025 Jan 26, 2026
MLP3, LLC History New 10,484 1,479 1.61% — 423 +10,484 New Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 10,447 1,474 0.09% 0.09% 424 -113 -1.07% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO History No change 10,151 1,472 0.02% 0.02% 425 0 0.0% Q4 2025 Jan 26, 2026
Viewpoint Capital Management LLC History Added to 10,419 1,470 0.64% 0.61% 426 +614 6.26% Q4 2025 Feb 11, 2026
Farmers National Bank History New 10,283 1,451 0.32% — 427 +10,283 New Q4 2025 Mar 12, 2026
Asset Allocation & Management Company, LLC History No change 10,273 1,450 0.58% 0.62% 428 0 0.0% Q4 2025 Jan 12, 2026
INVENIO WEALTH PARTNERS LLC History No change 10,265 1,448 0.54% 0.53% 429 0 0.0% Q4 2025 Feb 13, 2026
Mill Creek Capital Advisors, LLC History Reduced 10,228 1,443 0.03% 0.05% 430 -6,489 -38.82% Q4 2025 Feb 13, 2026
Tempo Wealth, LLC History New 10,129 1,429 0.25% — 431 +10,129 New Q4 2025 Feb 25, 2026
Sound View Wealth Advisors Group, LLC History Added to 10,065 1,420 0.1% 0.1% 432 +4 0.04% Q4 2025 Jan 08, 2026
ROMANO BROTHERS AND COMPANY History Added to 10,023 1,414 0.16% 0.16% 433 +70 0.7% Q4 2025 Jan 14, 2026
Keel Point, LLC History Added to 10,007 1,412 0.09% 0.09% 434 +51 0.51% Q4 2025 Feb 12, 2026
Focus Financial Network, Inc. History Added to 9,992 1,410 0.05% 0.05% 435 +398 4.15% Q4 2025 Jan 12, 2026
SMITH, MOORE & CO. History Added to 9,986 1,409 0.11% 0.11% 436 +254 2.61% Q4 2025 Jan 23, 2026
Summit Trail Advisors, LLC History Reduced 9,974 1,407 0.02% 0.03% 437 -4,164 -29.45% Q4 2025 Feb 17, 2026
waypoint wealth counsel History Reduced 9,963 1,406 0.52% 0.57% 438 -246 -2.41% Q4 2025 Jan 28, 2026
Trust Point Inc. History No change 9,907 1,398 0.11% 0.11% 439 0 0.0% Q4 2025 Jan 13, 2026
ADG Wealth Management Group, LLC History Added to 9,887 1,395 1.06% 1.06% 440 +473 5.02% Q4 2025 Jan 15, 2026
Challenger Wealth Management History No change 9,884 1,395 1.06% 1.1% 441 0 0.0% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 9,868 1,393 0.05% — 442 +9,868 New Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 9,809 1,384 0.09% 0.08% 443 +1,576 19.14% Q4 2025 Jan 21, 2026
Planned Solutions, Inc. History Reduced 9,716 1,371 0.44% 0.5% 444 -508 -4.97% Q4 2025 Jan 28, 2026
Belpointe Asset Management LLC History Reduced 9,705 1,369 0.05% 0.05% 445 -57 -0.58% Q4 2025 Jan 27, 2026
Journey Advisory Group, LLC History Added to 9,693 1,368 0.12% 0.1% 446 +75 0.78% Q4 2025 Jan 27, 2026
CDKV HOLDINGS LLC History New 9,660 1,363 1.14% — 447 +9,660 New Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Reduced 9,516 1,343 0.01% 0.01% 448 -963 -9.19% Q4 2025 Jan 26, 2026
Squarepoint Ops LLC History New 9,500 1,340 0.0% — 450 +9,500 New Q4 2025 Feb 13, 2026
Savant Capital, LLC History Added to 9,495 1,340 0.01% 0.01% 449 +1,555 19.58% Q4 2025 Feb 10, 2026
HM PAYSON & CO History Added to 9,430 1,330 0.02% 0.02% 451 +1,510 19.07% Q4 2025 Feb 12, 2026
Retirement Planning Co of New England, Inc. History Reduced 9,430 1,330 0.53% 0.54% 452 -18 -0.19% Q4 2025 Jan 28, 2026
WELCH & FORBES LLC History Reduced 9,416 1,328 0.02% 0.02% 453 -1,340 -12.46% Q4 2025 Feb 10, 2026
Freestone Capital Holdings, LLC History Added to 9,415 1,328 0.04% 0.04% 454 +1,315 16.23% Q4 2025 Jan 23, 2026
Apollon Wealth Management, LLC History Added to 9,404 1,327 0.02% 0.02% 455 +555 6.27% Q4 2025 Jan 22, 2026
Occidental Asset Management, LLC History No change 9,395 1,326 0.16% 0.17% 456 0 0.0% Q4 2025 Jan 08, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 9,275 1,309 0.11% 0.11% 457 +211 2.33% Q4 2025 Feb 12, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 9,260 1,306 1.2% — 459 +9,260 New Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Added to 9,260 1,306 0.06% 0.06% 458 +480 5.47% Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 9,244 1,304 0.03% 0.03% 460 +43 0.47% Q4 2025 Feb 03, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 9,227 1,302 0.25% 0.05% 461 +7,356 393.16% Q4 2025 Feb 09, 2026
CHOREO, LLC History Reduced 9,135 1,299 0.02% 0.02% 462 -6 -0.07% Q4 2025 Jan 23, 2026
XML Financial, LLC History Reduced 9,176 1,295 0.11% 0.11% 463 -593 -6.07% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Reduced 9,100 1,284 0.01% 0.01% 464 -3 -0.03% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 9,066 1,279 0.02% 0.02% 466 +832 10.1% Q4 2025 Jan 13, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 9,064 1,279 0.2% 0.21% 465 0 0.0% Q4 2025 Feb 11, 2026
Capital Advisors, Ltd. LLC History No change 9,044 1,276 0.14% 0.15% 467 0 0.0% Q4 2025 Jan 21, 2026
GreatBanc Trust CO History Reduced 9,035 1,275 0.9% 0.91% 468 -270 -2.9% Q4 2025 Feb 12, 2026
Rockbridge Investment Management, LCC History No change 8,969 1,265 0.12% 0.13% 469 0 0.0% Q4 2025 Feb 04, 2026
Continuum Advisory, LLC History Reduced 8,949 1,263 0.13% 0.14% 470 -702 -7.27% Q4 2025 Feb 11, 2026
Asset Advisory Group, Inc. History New 8,945 1,262 0.63% — 471 +8,945 New Q4 2025 Feb 12, 2026
Freedom Financial Partners LLC History Reduced 8,918 1,258 0.46% 0.51% 472 -544 -5.75% Q4 2025 Jan 06, 2026
Wolff Financial Management LLC History Reduced 8,896 1,255 0.28% 0.3% 473 -60 -0.67% Q4 2025 Feb 06, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 8,845 1,248 0.65% 0.68% 474 -169 -1.87% Q4 2025 Jan 28, 2026
TCI Wealth Advisors, Inc. History Reduced 8,828 1,245 0.07% 0.08% 475 -436 -4.71% Q4 2025 Feb 02, 2026
EASTERN BANK History Added to 8,809 1,243 0.02% 0.02% 476 +2,288 35.09% Q4 2025 Jan 14, 2026
Winthrop Advisory Group LLC History Added to 8,794 1,241 0.11% 0.11% 477 +13 0.15% Q4 2025 Jan 21, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 8,748 1,234 0.08% 0.07% 478 +1,517 20.98% Q4 2025 Jan 21, 2026
SCS Capital Management LLC History Added to 8,735 1,232 0.01% 0.01% 479 +285 3.37% Q4 2025 Feb 10, 2026
Edge Wealth Management LLC History Added to 8,712 1,229 0.22% 0.21% 480 +265 3.14% Q4 2025 Jan 12, 2026
Infinity Wealth Counsel, LLC History Reduced 8,705 1,228 1.12% 1.2% 481 -35 -0.4% Q4 2025 Jan 15, 2026
Kohmann Bosshard Financial Services, LLC History No change 8,699 1,227 0.11% 0.13% 482 0 0.0% Q4 2025 Jan 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 8,651 1,220 0.35% 0.4% 483 +11 0.13% Q4 2025 Feb 11, 2026
Embree Financial Group History Added to 8,608 1,214 0.15% 0.16% 484 +84 0.99% Q4 2025 Jan 14, 2026
Rehmann Capital Advisory Group History Added to 8,524 1,209 0.06% 0.07% 485 +49 0.58% Q4 2025 Mar 04, 2026
FIDUCIENT ADVISORS LLC History Reduced 8,520 1,202 0.15% 0.16% 486 -989 -10.4% Q4 2025 Feb 10, 2026
ARS Investment Partners, LLC History No change 8,511 1,201 0.07% 0.08% 487 0 0.0% Q4 2025 Feb 05, 2026
FIRST NATIONAL TRUST CO History Added to 8,466 1,194 0.04% 0.04% 488 +309 3.79% Q4 2025 Feb 09, 2026
Squire Investment Management Company, LLC History No change 8,455 1,193 0.36% 0.39% 489 0 0.0% Q4 2025 Jan 22, 2026
Keudell/Morrison Wealth Management History New 8,449 1,192 0.25% — 490 +8,449 New Q4 2025 Feb 06, 2026
Mesirow Financial Investment Management, Inc. History Reduced 8,406 1,186 0.02% 0.02% 491 -1,141 -11.95% Q4 2025 Feb 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 8,387 1,183 0.01% 0.01% 492 +904 12.08% Q4 2025 Jan 29, 2026
Old North State Trust, LLC History New 8,305 1,172 0.69% — 493 +8,305 New Q4 2025 Mar 24, 2026
CHATHAM CAPITAL GROUP, INC. History No change 8,298 1,171 0.17% 0.17% 494 0 0.0% Q4 2025 Jan 14, 2026
MassMutual Private Wealth & Trust, FSB History Added to 8,295 1,170 0.03% 0.02% 495 +3,015 57.1% Q4 2025 Jan 07, 2026
Independent Wealth Network Inc. History Reduced 8,293 1,170 0.36% 0.38% 496 -9 -0.11% Q4 2025 Jan 26, 2026
O'ROURKE & COMPANY, Inc History Reduced 8,288 1,169 0.45% 0.51% 497 -233 -2.73% Q4 2025 Jan 28, 2026
DAVIDSON TRUST CO History No change 8,281 1,168 0.49% 0.49% 498 0 0.0% Q4 2025 Jan 27, 2026
Cove Private Wealth, LLC History No change 8,280 1,168 0.35% 0.37% 499 0 0.0% Q4 2025 Jan 23, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 8,207 1,158 0.07% 0.06% 500 +870 11.86% Q4 2025 Jan 22, 2026
Coordinated Financial Services, Inc. History Added to 8,169 1,153 0.66% 0.43% 501 +3,429 72.34% Q4 2025 Feb 09, 2026
Perfromance Wealth Partners, LLC History Reduced 8,167 1,152 0.03% 0.03% 502 -298 -3.52% Q4 2025 Jan 21, 2026
Thayer Partners, LLC / MA History New 8,141 1,149 0.56% — 503 +8,141 New Q4 2025 Feb 05, 2026
Accredited Investors Inc. History Reduced 8,140 1,148 0.06% 0.06% 504 -35 -0.43% Q4 2025 Feb 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 8,136 1,148 0.07% 0.07% 505 0 0.0% Q4 2025 Feb 17, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 8,117 1,145 0.02% 0.02% 506 -49 -0.6% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 8,108 1,144 0.01% 0.01% 507 0 0.0% Q4 2025 Jan 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 8,045 1,135 0.06% 0.05% 508 +2,388 42.21% Q4 2025 Jan 26, 2026
Claris Financial LLC History Added to 7,968 1,124 0.6% 0.64% 509 +41 0.52% Q4 2025 Feb 19, 2026
CHAPIN DAVIS, INC. History Added to 7,962 1,123 0.26% 0.21% 510 +2,000 33.55% Q4 2025 Jan 30, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 7,957 1,123 0.94% 0.93% 511 0 0.0% Q4 2025 Jan 23, 2026
MainStreet Investment Advisors LLC History Added to 7,945 1,121 0.16% 0.14% 512 +602 8.2% Q4 2025 Feb 10, 2026
Koshinski Asset Management, Inc. History Reduced 7,903 1,115 0.07% 0.08% 513 -228 -2.8% Q4 2025 Feb 03, 2026
Archer Investment Corp History Added to 7,840 1,106 0.25% 0.25% 514 +69 0.89% Q4 2025 Jan 30, 2026
Legacy Trust History No change 7,835 1,105 0.21% 0.22% 515 0 0.0% Q4 2025 Jan 22, 2026
ASSOCIATED BANC-CORP History Reduced 7,790 1,099 0.03% 0.03% 516 -55 -0.7% Q4 2025 Feb 06, 2026
CVA Family Office, LLC History Added to 7,729 1,090 0.13% 0.13% 517 +551 7.68% Q4 2025 Jan 12, 2026
Cadence Bank History Reduced 7,678 1,083 0.06% 0.07% 518 -72 -0.93% Q4 2025 Jan 30, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Added to 7,653 1,080 0.63% 0.62% 519 +45 0.59% Q4 2025 Feb 17, 2026
MKT Advisors LLC History No change 7,454 1,070 0.37% 0.4% 520 0 0.0% Q4 2025 Jan 08, 2026
Beacon Financial Advisory LLC History Added to 7,559 1,066 0.25% 0.24% 521 +239 3.27% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Reduced 7,542 1,064 0.04% 0.04% 522 -614 -7.53% Q4 2025 Jan 13, 2026
Dodds Wealth, LLC History Reduced 7,526 1,062 0.26% 0.27% 523 -90 -1.18% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Reduced 7,523 1,061 0.09% 0.11% 524 -1,079 -12.54% Q4 2025 Jan 26, 2026
Financial Engines Advisors L.L.C. History Reduced 7,518 1,061 0.0% 0.0% 525 -22 -0.29% Q4 2025 Feb 12, 2026
BLODGETT WEALTH ADVISORS, LLC History Reduced 7,515 1,060 0.74% 0.75% 526 -200 -2.59% Q4 2025 Jan 29, 2026
River Wealth Advisors LLC History Added to 7,502 1,058 0.12% 0.09% 527 +1,830 32.26% Q4 2025 Feb 13, 2026
Atlas Legacy Advisors, LLC History No change 7,468 1,054 0.18% 0.2% 528 0 0.0% Q4 2025 Jan 29, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 7,458 1,052 0.19% 0.19% 529 +330 4.63% Q4 2025 Feb 17, 2026
Platform Technology Partners History Added to 7,437 1,049 0.22% 0.25% 530 +1 0.01% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 7,425 1,047 0.06% 0.06% 531 -179 -2.35% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History New 7,400 1,044 0.0% — 532 +7,400 New Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Added to 7,362 1,039 0.03% 0.01% 533 +4,577 164.34% Q4 2025 Feb 19, 2026
B. Riley Wealth Advisors, Inc. History Reduced 7,342 1,036 0.05% 0.05% 534 -434 -5.58% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History No change 7,336 1,035 0.02% 0.02% 535 0 0.0% Q4 2025 Feb 02, 2026
Sunbelt Securities, Inc. History Reduced 7,320 1,033 0.07% 0.07% 536 -10 -0.14% Q4 2025 Feb 20, 2026
Apollon Financial, LLC History Added to 7,310 1,031 0.15% 0.16% 537 +349 5.01% Q4 2025 Jan 22, 2026
Wilmington Savings Fund Society, FSB History No change 7,243 1,022 0.02% 0.02% 538 0 0.0% Q4 2025 Feb 12, 2026
Wellspring Financial Advisors, LLC History Reduced 7,204 1,016 0.08% 0.09% 540 -22 -0.3% Q4 2025 Feb 11, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 7,201 1,016 0.07% 0.07% 539 -19 -0.26% Q4 2025 Jan 28, 2026
Jupiter Wealth Management LLC History No change 6,496 1,015 0.45% 0.44% 541 0 0.0% Q4 2025 Feb 13, 2026
GUERRA PAN ADVISORS, LLC History Reduced 7,183 1,013 0.6% 0.63% 542 -96 -1.32% Q4 2025 Jan 13, 2026
Aprio Wealth Management, LLC History No change 7,175 1,012 0.06% 0.1% 543 0 0.0% Q4 2025 Jan 29, 2026
Pathway Financial Advisers, LLC History Added to 7,128 1,006 0.29% 0.29% 545 +41 0.58% Q4 2025 Feb 06, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 7,130 1,006 0.5% 0.51% 544 0 0.0% Q4 2025 Feb 13, 2026
Capital Asset Advisory Services LLC History Added to 6,932 1,005 0.04% 0.04% 546 +298 4.49% Q4 2025 Jan 09, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 7,126 1,005 0.24% 0.25% 547 -50 -0.7% Q4 2025 Feb 02, 2026
Code Waechter LLC History No change 7,120 1,004 0.64% 0.66% 548 0 0.0% Q4 2025 Jan 26, 2026
Neuberger Berman Group LLC History Added to 7,063 996 0.0% 0.0% 549 +5,019 245.55% Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 7,061 996 0.05% 0.06% 550 -3,239 -31.45% Q4 2025 Jan 27, 2026
INTEGRITY ALLIANCE, LLC. History Added to 7,048 994 0.04% 0.03% 551 +3,216 83.92% Q4 2025 Feb 09, 2026
FIRST NATIONAL BANK OF OMAHA History New 6,980 992 0.03% — 552 +6,980 New Q4 2025 Feb 13, 2026
INTRUST BANK NA History No change 7,013 989 0.08% 0.08% 553 0 0.0% Q4 2025 Feb 06, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 6,998 987 0.11% 0.12% 554 -165 -2.3% Q4 2025 Jan 20, 2026
Resonant Capital Advisors, LLC History No change 7,000 987 0.05% 0.06% 555 0 0.0% Q4 2025 Jan 29, 2026
Stronghold Wealth Management L.L.C. History New 6,960 982 1.45% — 556 +6,960 New Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Reduced 6,928 977 0.02% 0.03% 557 -1,123 -13.95% Q4 2025 Feb 17, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 6,855 967 0.11% 0.11% 558 -18 -0.26% Q4 2025 Jan 08, 2026
Park Place Capital Corp History Reduced 6,847 966 0.2% 0.21% 559 -49 -0.71% Q4 2025 Jan 09, 2026
Churchill Financial Advisors, LLC History New 6,825 963 0.29% — 560 +6,825 New Q4 2025 Feb 09, 2026
Atlas Private Wealth Advisors History Reduced 6,819 962 0.22% 0.25% 561 -503 -6.87% Q4 2025 Feb 05, 2026
Fortis Group Advisors, LLC History Added to 6,394 962 0.16% 0.15% 562 +222 3.6% Q4 2025 Feb 06, 2026
Helium Advisors LLC History Added to 6,820 962 0.97% 0.81% 563 +6 0.09% Q4 2025 Feb 12, 2026
CABANA LLC History New 6,814 961 7.2% — 564 +6,814 New Q4 2025 Jan 28, 2026
D. E. Shaw & Co., Inc. History New 6,775 956 0.0% — 565 +6,775 New Q4 2025 Feb 17, 2026
CBIZ Investment Advisory Services, LLC History Added to 6,682 943 0.04% 0.04% 566 +31 0.47% Q4 2025 Feb 09, 2026
Next Level Private LLC History Reduced 6,679 942 0.25% 0.3% 567 -650 -8.87% Q4 2025 Jan 07, 2026
Able Wealth Management LLC History Added to 6,681 942 0.3% 0.34% 568 +325 5.11% Q4 2025 Jan 27, 2026
Strait & Sound Wealth Management LLC History Reduced 6,642 937 0.35% 0.36% 569 -5 -0.08% Q4 2025 Feb 04, 2026
Cornerstone Wealth Group, LLC History Reduced 6,614 933 0.06% 0.07% 570 -226 -3.3% Q4 2025 Jan 26, 2026
WealthTrust Axiom LLC History No change 6,575 927 0.24% 0.25% 571 0 0.0% Q4 2025 Feb 13, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 6,207 923 0.24% 0.24% 572 -193 -3.02% Q4 2025 Jan 26, 2026
Sageworth Trust Co History No change 6,541 923 0.04% 0.04% 573 0 0.0% Q4 2025 Feb 03, 2026
Thomasville National Bank History No change 6,543 923 0.06% 0.06% 574 0 0.0% Q4 2025 Jan 26, 2026
Colter Lewis Investment Partners LLC History New 6,530 921 1.07% — 575 +6,530 New Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Reduced 6,470 913 0.01% 0.01% 576 -291 -4.3% Q4 2025 Jan 26, 2026
Capital Group Private Client Services, Inc. History Added to 6,467 912 0.01% 0.02% 577 +54 0.84% Q4 2025 Feb 11, 2026
Indiana Trust & Investment Management Co History No change 6,449 910 0.27% 0.28% 578 0 0.0% Q4 2025 Jan 21, 2026
Citizens National Bank Trust Department History Reduced 6,445 909 0.16% 0.17% 579 -190 -2.86% Q4 2025 Jan 30, 2026
Moors & Cabot, Inc. History Added to 6,440 908 0.04% 0.04% 580 +594 10.16% Q4 2025 Feb 10, 2026
Global Trust Asset Management, LLC History Reduced 6,431 907 0.36% 0.69% 581 -4,293 -40.03% Q4 2025 Jan 20, 2026
TruWealth Advisors, LLC History Added to 6,373 899 0.04% 0.05% 582 +11 0.17% Q4 2025 Jan 07, 2026
Wealth Dimensions Group, Ltd. History Reduced 6,332 893 0.18% 0.19% 583 -31 -0.49% Q4 2025 Feb 13, 2026
Reality Financial Planning Services, LLC History New 6,294 888 0.85% — 584 +6,294 New Q4 2025 Feb 12, 2026
Dale Q Rice Investment Management Ltd History Reduced 6,284 886 0.63% 0.63% 585 -23 -0.36% Q4 2025 Jan 30, 2026
Krilogy Financial LLC History Reduced 5,923 882 0.03% 0.03% 587 -11 -0.19% Q4 2025 Jan 27, 2026
ASPIRIANT, LLC History No change 6,251 882 0.03% 0.03% 586 0 0.0% Q4 2025 Jan 20, 2026
Farmers & Merchants Trust Co of Long Beach History No change 6,231 879 0.2% 0.19% 588 0 0.0% Q4 2025 Jan 29, 2026
Capital Advantage, Inc. History Added to 6,227 878 0.12% 0.13% 589 +109 1.78% Q4 2025 Jan 07, 2026
W ADVISORS, LLC History No change 6,207 876 0.44% 0.46% 590 0 0.0% Q4 2025 Feb 13, 2026
APPLETON PARTNERS INC/MA History No change 6,184 873 0.06% 0.06% 591 0 0.0% Q4 2025 Jan 09, 2026
WARNER FINANCIAL, INC History Added to 6,162 870 0.3% 0.33% 592 +16 0.26% Q4 2025 Jan 21, 2026
ICONIQ Capital, LLC History Added to 6,164 869 0.01% 0.01% 593 +12 0.2% Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History Added to 6,129 865 0.04% 0.04% 594 +245 4.16% Q4 2025 Feb 11, 2026
High Falls Advisors, Inc History Reduced 6,128 864 0.18% 0.27% 595 -3,268 -34.78% Q4 2025 Feb 18, 2026
Virtue Capital Management, LLC History Reduced 6,037 861 0.13% 0.57% 596 -5,264 -46.58% Q4 2025 Feb 18, 2026
FAGAN ASSOCIATES, INC. History Added to 6,097 860 0.11% 0.12% 597 +6 0.1% Q4 2025 Jan 30, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 6,067 856 0.09% 0.08% 598 +908 17.6% Q4 2025 Jan 29, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,054 854 0.02% 0.02% 599 -15 -0.25% Q4 2025 Jan 23, 2026
Savvy Advisors, Inc. History Added to 6,049 853 0.03% 0.03% 600 +694 12.96% Q4 2025 Jan 20, 2026
Caprock Group, LLC History Added to 6,008 847 0.02% 0.01% 601 +2,769 85.49% Q4 2025 Jan 28, 2026
DT Investment Partners, LLC History No change 6,000 846 0.07% 0.07% 602 0 0.0% Q4 2025 Feb 10, 2026
AMERIFLEX GROUP, INC. History Reduced 5,986 844 0.44% 0.61% 604 -5,442 -47.62% Q4 2025 Feb 18, 2026
Prepared Retirement Institute LLC History Added to 5,987 844 0.42% 0.19% 603 +3,361 127.99% Q4 2025 Jan 29, 2026
TFC Financial Management, Inc. History Added to 5,935 837 0.1% 0.07% 605 +2,338 65.0% Q4 2025 Jan 23, 2026
Argyle Capital Partners, LLC History Reduced 5,929 836 0.61% 0.75% 606 -1,402 -19.12% Q4 2025 Feb 17, 2026
First Citizens Financial Corp History Reduced 5,914 834 0.41% 0.42% 607 -49 -0.82% Q4 2025 Jan 06, 2026
GENTRY PRIVATE WEALTH, LLC History No change 5,900 832 0.52% 0.58% 608 0 0.0% Q4 2025 Jan 28, 2026
Capula Management Ltd History Reduced 5,889 831 0.0% 0.03% 609 -39,396 -87.0% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Added to 5,852 825 0.04% 0.05% 610 +88 1.53% Q4 2025 Feb 05, 2026
Trace Wealth Advisors, LLC History No change 5,804 819 0.59% 0.62% 611 0 0.0% Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History No change 5,795 817 0.02% 0.03% 612 0 0.0% Q4 2025 Feb 10, 2026
M1 Capital Management LLC History Added to 5,757 812 0.34% 0.35% 613 +42 0.73% Q4 2025 Feb 13, 2026
Dupree Financial Group, LLC History Reduced 5,754 812 0.3% 0.31% 614 -36 -0.62% Q4 2025 Jan 29, 2026
Urban Wealth Management, LLC History New 5,743 810 0.75% — 615 +5,743 New Q4 2025 Jan 30, 2026
United Community Bank History Reduced 5,720 807 0.31% 0.31% 616 -1,355 -19.15% Q4 2025 Jan 30, 2026
ASL Financial, LLC History New 5,716 806 0.63% — 618 +5,716 New Q4 2025 Jan 20, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 5,717 806 0.01% 0.01% 617 -34 -0.59% Q4 2025 Feb 12, 2026
Modera Wealth Management, LLC History No change 5,686 802 0.01% 0.01% 619 0 0.0% Q4 2025 Jan 21, 2026
Avior Wealth Management, LLC History Reduced 5,662 799 0.02% 0.03% 620 -902 -13.74% Q4 2025 Jan 06, 2026
Alley Investment Management Company, LLC History Reduced 5,668 799 0.09% 0.09% 621 -19 -0.33% Q4 2025 Jan 27, 2026
Diversified Trust Co History Added to 5,638 795 0.01% 0.01% 623 +760 15.58% Q4 2025 Jan 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 5,635 795 0.0% 0.0% 622 -65 -1.14% Q4 2025 Feb 11, 2026
MARIETTA INVESTMENT PARTNERS LLC History Reduced 5,600 790 0.16% 0.26% 624 -4,000 -41.67% Q4 2025 Feb 10, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 5,591 789 0.06% 0.06% 625 +10 0.18% Q4 2025 Feb 04, 2026
TRED AVON FAMILY WEALTH, LLC History New 5,583 787 0.26% — 629 +5,583 New Q4 2025 Jan 27, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 5,426 787 0.12% 0.12% 628 +2,685 97.96% Q4 2025 Jan 07, 2026
Venturi Wealth Management, LLC History Reduced 5,580 787 0.03% 0.05% 627 -1,310 -19.01% Q4 2025 Jan 22, 2026
Montecito Bank & Trust History No change 5,582 787 0.13% 0.12% 626 0 0.0% Q4 2025 Jan 09, 2026
Choate Investment Advisors History No change 5,490 774 0.02% 0.02% 630 0 0.0% Q4 2025 Feb 09, 2026
SageGuard Financial Group, LLC History New 5,477 773 0.12% — 631 +5,477 New Q4 2025 Jan 27, 2026
Retirement Planning Group, LLC History Reduced 5,475 772 0.03% 0.03% 632 -564 -9.34% Q4 2025 Feb 03, 2026
Cassaday & Co Wealth Management LLC History No change 5,448 768 0.02% 0.02% 633 0 0.0% Q4 2025 Feb 03, 2026
TRUST CO OF VERMONT History Added to 5,405 762 0.03% 0.03% 634 +430 8.64% Q4 2025 Jan 16, 2026
Ignite Planners, LLC History Reduced 5,045 759 0.12% 0.12% 635 -82 -1.6% Q4 2025 Feb 06, 2026
Quadcap Wealth Management, LLC History Reduced 5,318 750 0.09% 0.09% 636 -46 -0.86% Q4 2025 Jan 29, 2026
VestGen Advisors, LLC History Reduced 5,313 749 0.03% 0.07% 637 -8,622 -61.87% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 5,306 748 0.02% 0.02% 638 +39 0.74% Q4 2025 Feb 06, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 5,294 747 0.47% 0.59% 639 0 0.0% Q4 2025 Jan 14, 2026
Clear Harbor Asset Management, LLC History Added to 5,270 743 0.05% 0.03% 640 +2,000 61.16% Q4 2025 Feb 10, 2026
Apella Capital, LLC History Added to 5,266 743 0.01% 0.01% 641 +1,031 24.34% Q4 2025 Jan 21, 2026
TCP Asset Management, LLC History Added to 5,255 741 0.12% 0.13% 643 +9 0.17% Q4 2025 Jan 07, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 5,253 741 0.06% 0.06% 642 0 0.0% Q4 2025 Feb 04, 2026
Ausdal Financial Partners, Inc. History Added to 5,245 740 0.03% 0.03% 644 +230 4.59% Q4 2025 Feb 13, 2026
Versant Capital Management, Inc History No change 5,249 740 0.09% 0.1% 645 0 0.0% Q4 2025 Jan 08, 2026
Leo Wealth, LLC History Added to 5,206 734 0.05% 0.1% 646 +39 0.75% Q4 2025 Jan 21, 2026
WJ Financial Advisors LLC History No change 5,188 732 0.65% 0.71% 647 0 0.0% Q4 2025 Feb 02, 2026
FIRST MANHATTAN CO. LLC. History No change 5,180 731 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 17, 2026
WealthPLAN Partners, LLC History Added to 5,127 723 0.11% 0.11% 649 +2 0.04% Q4 2025 Feb 12, 2026
Jackson Hole Capital Partners, LLC History No change 5,128 723 0.12% 0.12% 650 0 0.0% Q4 2025 Jan 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 5,119 722 0.02% 0.02% 651 -30 -0.58% Q4 2025 Jan 12, 2026
CapWealth Advisors, LLC History Reduced 5,085 717 0.05% 0.05% 652 -126 -2.42% Q4 2025 Feb 06, 2026
New England Private Wealth Advisors LLC History Added to 5,052 713 0.09% 0.09% 653 +35 0.7% Q4 2025 Feb 13, 2026
Fusion Family Wealth, LLC History Added to 5,032 710 0.05% 0.05% 654 +194 4.01% Q4 2025 Feb 04, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 5,037 710 0.07% 0.07% 655 +3 0.06% Q4 2025 Jan 27, 2026
Aspen Grove Capital, LLC History Added to 5,025 709 0.12% 0.12% 656 +56 1.13% Q4 2025 Feb 17, 2026
55 North Private Wealth, LLC History New 5,000 705 0.19% — 658 +5,000 New Q4 2025 Jan 27, 2026
Sculati Wealth Management, LLC History Reduced 4,999 705 0.25% 0.35% 657 -1,999 -28.57% Q4 2025 Feb 05, 2026
Montis Financial, LLC History Added to 4,991 704 0.14% 0.16% 659 +93 1.9% Q4 2025 Feb 11, 2026
Ellsworth Advisors, LLC History Added to 4,750 702 0.14% 0.12% 660 +750 18.75% Q4 2025 Jan 16, 2026
TOMPKINS FINANCIAL CORP History Reduced 4,960 700 0.05% 0.12% 661 -5,015 -50.28% Q4 2025 Jan 08, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 4,956 699 0.01% 0.01% 662 +62 1.27% Q4 2025 Feb 12, 2026
ALERUS FINANCIAL NA History Added to 4,948 698 0.03% 0.03% 663 +658 15.34% Q4 2025 Feb 13, 2026
North Forty Two & Co. History No change 4,902 691 0.65% 0.68% 664 0 0.0% Q4 2025 Feb 09, 2026
Brookstone Capital Management History Added to 4,867 686 0.01% 0.0% 665 +2,203 82.7% Q4 2025 Jan 15, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 4,852 684 0.5% 0.51% 667 -96 -1.94% Q4 2025 Feb 12, 2026
Bedel Financial Consulting, Inc. History No change 4,851 684 0.07% 0.09% 666 0 0.0% Q4 2025 Jan 28, 2026
Waldron Private Wealth LLC History Reduced 4,845 683 0.03% 0.04% 668 -1,719 -26.19% Q4 2025 Jan 14, 2026
Greenfield Savings Bank History Reduced 4,840 683 0.29% 0.31% 669 -280 -5.47% Q4 2025 Feb 02, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 4,833 682 0.22% 0.24% 670 -214 -4.24% Q4 2025 Jan 27, 2026
INVESTED ADVISORS History Added to 4,825 681 0.71% 0.56% 671 +1,887 64.23% Q4 2025 Jan 26, 2026
MAYPORT, LLC History Added to 4,768 672 0.14% 0.11% 672 +1,042 27.97% Q4 2025 Jan 21, 2026
Strategies Wealth Advisors, LLC History Added to 4,764 672 0.07% 0.07% 673 +54 1.15% Q4 2025 Feb 13, 2026
DEARBORN PARTNERS LLC History Added to 4,761 671 0.03% 0.03% 674 +350 7.93% Q4 2025 Feb 11, 2026
Portland Global Advisors LLC History No change 4,750 670 0.07% 0.08% 675 0 0.0% Q4 2025 Feb 10, 2026
Ocean Park Asset Management, LLC History Reduced 4,740 669 0.03% 0.03% 676 -329 -6.49% Q4 2025 Jan 15, 2026
MGB Wealth Management, LLC History Added to 4,745 669 0.19% 0.19% 677 +14 0.3% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Reduced 4,738 668 0.01% 0.01% 678 -30 -0.63% Q4 2025 Feb 03, 2026
Warwick Investment Management, Inc. History Reduced 4,712 665 0.1% 0.12% 679 -139 -2.87% Q4 2025 Jan 15, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 4,695 662 0.05% 0.05% 680 0 0.0% Q4 2025 Jan 16, 2026
Lakeridge Wealth Management LLC History Reduced 4,689 661 0.3% 0.42% 682 -1,970 -29.58% Q4 2025 Jan 07, 2026
Selective Wealth Management, Inc. History Added to 4,473 661 0.21% 0.2% 681 +30 0.68% Q4 2025 Jan 16, 2026
Pinion Investment Advisors, LLC History New 4,679 660 0.16% — 683 +4,679 New Q4 2025 Jan 29, 2026
Hyposwiss Advisors SA History New 4,675 659 0.65% — 685 +4,675 New Q4 2025 Feb 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 4,673 659 0.07% 0.08% 684 0 0.0% Q4 2025 Jan 22, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 4,630 653 0.01% 0.01% 686 0 0.0% Q4 2025 Jan 22, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 4,618 651 0.26% — 688 +4,618 New Q4 2025 Jan 15, 2026
Jaffetilchin Investment Partners, LLC History Added to 4,616 651 0.04% 0.03% 687 +600 14.94% Q4 2025 Jan 15, 2026
GREENLEAF TRUST History Reduced 4,609 650 0.01% 0.01% 689 -375 -7.52% Q4 2025 Jan 21, 2026
Trivium Point Advisory, LLC History Reduced 4,592 648 0.07% 0.08% 690 -638 -12.2% Q4 2025 Jan 26, 2026
BEARING POINT CAPITAL, LLC History New 4,585 647 0.1% — 693 +4,585 New Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 4,551 647 0.0% 0.0% 692 -138 -2.94% Q4 2025 Feb 05, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 4,587 647 0.0% 0.0% 691 -100 -2.13% Q4 2025 Feb 12, 2026
Spire Wealth Management History Added to 4,566 644 0.02% 0.02% 694 +100 2.24% Q4 2025 Jan 14, 2026
Keystone Wealth Services, LLC History Reduced 4,568 644 0.14% 0.14% 695 -66 -1.42% Q4 2025 Jan 26, 2026
CONNABLE OFFICE INC History No change 4,556 643 0.06% 0.06% 696 0 0.0% Q4 2025 Feb 03, 2026
Florida Trust Wealth Management Co History No change 4,546 641 0.02% 0.02% 697 0 0.0% Q4 2025 Jan 20, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 4,545 641 0.93% 1.11% 698 0 0.0% Q4 2025 Jan 28, 2026
Mascoma Wealth Management LLC History Reduced 4,522 638 0.14% 0.15% 699 -117 -2.52% Q4 2025 Feb 04, 2026
Ascent Group, LLC History Added to 4,510 636 0.02% 0.02% 700 +77 1.74% Q4 2025 Jan 20, 2026
Fonville Wealth Management LLC History Added to 4,482 632 0.13% 0.14% 701 +20 0.45% Q4 2025 Jan 23, 2026
Kingsview Wealth Management, LLC History Added to 4,463 629 0.01% 0.01% 702 +69 1.57% Q4 2025 Feb 09, 2026
Compass Ion Advisors, LLC History No change 4,456 628 0.06% 0.06% 703 0 0.0% Q4 2025 Jan 29, 2026
Heartwood Wealth Advisors LLC History Reduced 4,403 621 0.06% 0.06% 704 -6 -0.14% Q4 2025 Jan 12, 2026
Summit Financial Strategies, Inc. History No change 4,392 619 0.05% 0.05% 705 0 0.0% Q4 2025 Jan 27, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 4,389 619 0.07% 0.08% 706 0 0.0% Q4 2025 Feb 04, 2026
SouthState Bank Corp History Reduced 4,366 616 0.03% 0.03% 707 -81 -1.82% Q4 2025 Feb 11, 2026
Investors Research Corp History Reduced 4,334 611 0.11% 0.12% 708 -75 -1.7% Q4 2025 Jan 06, 2026
SkyOak Wealth, LLC History Reduced 4,334 611 0.11% 0.12% 709 -35 -0.8% Q4 2025 Feb 05, 2026
CENTAURUS FINANCIAL, INC. History Added to 4,313 609 0.03% 0.03% 710 +196 4.76% Q4 2025 Feb 13, 2026
Ledyard National Bank History Reduced 4,310 608 0.05% 0.06% 711 -142 -3.19% Q4 2025 Jan 21, 2026
Quest 10 Wealth Builders, Inc. History Reduced 4,313 608 0.54% 0.57% 712 -8 -0.19% Q4 2025 Jan 29, 2026
Summit Financial, LLC History Added to 4,300 606 0.01% 0.01% 713 +566 15.16% Q4 2025 Feb 13, 2026
Nilsine Partners, LLC History Added to 4,289 605 0.05% 0.02% 714 +2,783 184.79% Q4 2025 Jan 15, 2026
Bank of Jackson Hole Trust History Added to 4,275 603 0.29% 0.21% 716 +1,350 46.15% Q4 2025 Feb 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 4,276 603 0.03% 0.02% 715 +426 11.06% Q4 2025 Feb 09, 2026
Fiduciary Group, LLC History No change 4,264 601 0.05% 0.05% 717 0 0.0% Q4 2025 Feb 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC History Added to 4,251 600 0.19% 0.28% 718 +22 0.52% Q4 2025 Jan 23, 2026
Realta Investment Advisors History Added to 4,218 595 0.19% 0.19% 719 +176 4.35% Q4 2025 Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 4,175 589 0.01% 0.0% 720 +2,699 182.86% Q4 2025 Feb 10, 2026
Procyon Advisors, LLC History Added to 4,179 589 0.03% 0.03% 721 +571 15.83% Q4 2025 Jan 07, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 4,178 589 0.08% 0.09% 722 -45 -1.07% Q4 2025 Jan 21, 2026
BIP Wealth, LLC History Reduced 4,147 585 0.02% 0.03% 723 -425 -9.3% Q4 2025 Jan 21, 2026
Atria Investments, Inc History Added to 4,122 581 0.01% 0.01% 724 +431 11.68% Q4 2025 Feb 05, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 4,123 581 0.09% 0.09% 725 -41 -0.98% Q4 2025 Jan 13, 2026
Madrona Financial Services, LLC History Reduced 4,092 577 0.12% 0.13% 726 -63 -1.52% Q4 2025 Jan 22, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 4,080 575 0.06% 0.07% 728 -639 -13.54% Q4 2025 Jan 20, 2026
BARRETT & COMPANY, INC. History Added to 4,077 575 0.19% 0.2% 727 +32 0.79% Q4 2025 Jan 28, 2026
Integris Wealth Management, LLC History No change 4,036 569 0.13% 0.14% 729 0 0.0% Q4 2025 Jan 21, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Reduced 4,004 565 0.09% 0.1% 730 -265 -6.21% Q4 2025 Feb 17, 2026
Heck Capital Advisors, LLC History New 4,000 564 0.04% — 732 +4,000 New Q4 2025 Jan 16, 2026
Harpswell Capital Advisors, LLC History No change 4,000 564 0.45% 0.54% 731 0 0.0% Q4 2025 Feb 11, 2026
Rockwood Wealth Management, LLC History No change 3,994 563 0.04% 0.05% 733 0 0.0% Q4 2025 Jan 29, 2026
STEINBERGANNA WEALTH MANAGEMENT History Reduced 3,988 562 0.26% 0.28% 735 -133 -3.23% Q4 2025 Jan 26, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 3,987 562 0.04% 0.04% 734 +28 0.71% Q4 2025 Jan 07, 2026
NVWM, LLC History Reduced 3,970 560 0.12% 0.13% 736 -111 -2.72% Q4 2025 Jan 20, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 3,972 560 0.33% 0.33% 737 0 0.0% Q4 2025 Jan 07, 2026
IRON Financial LLC History Added to 3,940 556 0.26% 0.27% 738 +35 0.9% Q4 2025 Jan 22, 2026
BBR PARTNERS, LLC History No change 3,926 554 0.03% 0.03% 739 0 0.0% Q4 2025 Feb 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3,893 549 0.02% 0.02% 740 0 0.0% Q4 2025 Feb 12, 2026
Purkiss Capital Advisors LLC History Reduced 3,871 546 0.26% 0.29% 741 -468 -10.79% Q4 2025 Feb 04, 2026
Charter Capital Management, LLC\DE History No change 3,873 546 0.28% 0.3% 742 0 0.0% Q4 2025 Jan 22, 2026
Worth Financial Advisory Group, LLC History Added to 3,863 545 0.26% 0.3% 744 +161 4.35% Q4 2025 Jan 16, 2026
SeaCrest Wealth Management, LLC History Added to 3,824 545 0.06% 0.06% 743 +1 0.03% Q4 2025 Jan 12, 2026
SIGNATUREFD, LLC History No change 3,851 543 0.01% 0.01% 745 0 0.0% Q4 2025 Jan 20, 2026
Triangle Securities Wealth Management History No change 3,825 539 0.11% 0.12% 746 0 0.0% Q4 2025 Jan 13, 2026
Neumann Capital Management, LLC History No change 3,819 539 0.16% 0.16% 747 0 0.0% Q4 2025 Jan 14, 2026
Samalin Investment Counsel, LLC History Reduced 3,796 535 0.19% 0.19% 748 -161 -4.07% Q4 2025 Jan 30, 2026
Costello Asset Management, INC History Added to 3,740 527 0.17% 0.07% 749 +2,342 167.53% Q4 2025 Feb 03, 2026
Regent Peak Wealth Advisors LLC History Reduced 3,740 527 0.1% 0.13% 750 -777 -17.2% Q4 2025 Jan 08, 2026
Breakwater Capital Group History Reduced 3,738 527 0.07% 0.08% 751 -1 -0.03% Q4 2025 Jan 09, 2026
Cambridge Financial Group, LLC History Added to 3,700 524 0.18% 0.11% 754 +1,341 56.85% Q4 2025 Jan 09, 2026
MGO ONE SEVEN LLC History Reduced 3,713 524 0.01% 0.01% 752 -254 -6.4% Q4 2025 Feb 03, 2026
WEST PACES ADVISORS INC. History No change 3,714 524 0.1% 0.1% 753 0 0.0% Q4 2025 Jan 21, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 3,701 522 0.08% 0.09% 755 0 0.0% Q4 2025 Jan 29, 2026
Hoese & Co LLP History No change 3,695 521 0.37% 0.4% 756 0 0.0% Q4 2025 Jan 14, 2026
Litman Gregory Wealth Management LLC History Added to 3,685 520 0.04% 0.04% 757 +285 8.38% Q4 2025 Feb 12, 2026
Trilogy Capital Inc. History Added to 3,691 520 0.02% 0.02% 758 +135 3.8% Q4 2025 Jan 22, 2026
StoneX Group Inc. History Added to 3,663 518 0.02% 0.02% 759 +956 35.32% Q4 2025 Feb 12, 2026
Carl P. Sherr & Co., LLC History No change 3,432 516 0.23% 0.23% 760 0 0.0% Q4 2025 Feb 09, 2026
Interchange Capital Partners, LLC History Added to 3,649 515 0.1% 0.1% 761 +17 0.47% Q4 2025 Jan 30, 2026
Red Tortoise LLC History Added to 3,646 514 0.22% 0.22% 762 +5 0.14% Q4 2025 Jan 22, 2026
Bull Street Advisors, LLC History No change 3,625 512 0.24% 0.24% 763 0 0.0% Q4 2025 Jan 28, 2026
Global Trust Wealth Management LLC History New 3,626 511 0.38% — 765 +3,626 New Q4 2025 Jan 28, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 3,624 511 0.03% 0.04% 764 +620 20.64% Q4 2025 Feb 09, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 3,602 508 0.01% 0.01% 767 +395 12.32% Q4 2025 Feb 02, 2026
Clark Capital Management Group, Inc. History No change 3,605 508 0.0% 0.0% 766 0 0.0% Q4 2025 Feb 17, 2026
ROGCO, LP History No change 3,590 506 0.17% 0.18% 768 0 0.0% Q4 2025 Jan 30, 2026
Mezzasalma Advisors, LLC History Added to 3,537 504 0.12% 0.13% 770 +30 0.86% Q4 2025 Jan 21, 2026
Navis Wealth Advisors, LLC History Added to 3,577 504 0.21% 0.38% 769 +11 0.31% Q4 2025 Feb 13, 2026
Pines Wealth Management, LLC History No change 3,572 504 0.16% 0.17% 771 0 0.0% Q4 2025 Feb 02, 2026
TFB Advisors LLC History Added to 3,510 495 0.14% 0.14% 772 +27 0.78% Q4 2025 Feb 13, 2026
Bank of New Hampshire History New 3,500 493 0.11% — 774 +3,500 New Q4 2025 Mar 16, 2026
Hixon Zuercher, LLC History Added to 3,499 493 0.15% 0.15% 773 +17 0.49% Q4 2025 Jan 26, 2026
ANB BANK History Reduced 3,489 492 0.2% 0.2% 775 -35 -0.99% Q4 2025 Feb 13, 2026
INVESTMENT PARTNERS, LTD. History Added to 3,478 490 0.17% 0.17% 776 +6 0.17% Q4 2025 Feb 10, 2026
truNorth Financial Services, Inc. History New 3,470 489 0.53% — 777 +3,470 New Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History New 3,460 488 0.0% — 778 +3,460 New Q4 2025 Feb 12, 2026
Cambridge Advisors Inc. History No change 3,450 486 0.09% 0.1% 779 0 0.0% Q4 2025 Jan 21, 2026
Sage Capital Management, LLC History Added to 3,403 480 0.22% 0.22% 780 +23 0.68% Q4 2025 Jan 15, 2026
Bangor Savings Bank History Reduced 3,388 478 0.04% 0.04% 782 -118 -3.37% Q4 2025 Jan 16, 2026
Baring Financial LLC History Reduced 3,391 478 0.29% 0.33% 783 -15 -0.44% Q4 2025 Jan 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,390 478 0.02% 0.02% 781 0 0.0% Q4 2025 Feb 11, 2026
MOODY LYNN & LIEBERSON, LLC History No change 3,385 477 0.03% 0.03% 784 0 0.0% Q4 2025 Jan 15, 2026
Chancellor Financial Group WB LP History No change 3,383 477 0.32% 0.34% 785 0 0.0% Q4 2025 Feb 05, 2026
CERTUITY, LLC History Added to 3,376 476 0.03% 0.03% 787 +227 7.21% Q4 2025 Jan 30, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 3,373 476 0.01% 0.01% 788 +55 1.66% Q4 2025 Feb 13, 2026
Secure Asset Management, LLC History Added to 3,379 476 0.07% 0.08% 786 +14 0.42% Q4 2025 Jan 20, 2026
Total Clarity Wealth Management, Inc. History Added to 3,367 475 0.11% 0.12% 789 +300 9.78% Q4 2025 Feb 02, 2026
Allie Family Office LLC History No change 3,370 475 0.22% 0.23% 790 0 0.0% Q4 2025 Feb 13, 2026
Kelsey Financial, LLC History New 3,354 473 0.41% — 792 +3,354 New Q4 2025 Jan 23, 2026
M. Kulyk & Associates, LLC History Added to 3,358 473 0.09% 0.1% 791 +3 0.09% Q4 2025 Jan 08, 2026
Weaver Consulting Group History Reduced 3,347 472 0.12% 0.13% 793 -247 -6.87% Q4 2025 Feb 10, 2026
MATHER GROUP, LLC. History Reduced 3,343 471 0.0% 0.0% 794 -20 -0.59% Q4 2025 Jan 13, 2026
TBH Global Asset Management, LLC History Added to 3,324 469 0.08% 0.06% 795 +1,048 46.05% Q4 2025 Jan 29, 2026
Peak Planning Group, LLC History New 3,313 467 0.13% — 796 +3,313 New Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,294 464 0.01% 0.01% 797 0 0.0% Q4 2025 Feb 03, 2026
Smith Thornton Advisors LLC History No change 3,275 462 0.24% 0.24% 798 0 0.0% Q4 2025 Jan 14, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 3,270 461 0.08% 0.08% 799 +19 0.58% Q4 2025 Feb 10, 2026
Providence Capital Advisors, LLC History Added to 3,264 460 0.08% 0.07% 800 +262 8.73% Q4 2025 Feb 12, 2026
180 WEALTH ADVISORS, LLC History Reduced 3,264 460 0.05% 0.06% 801 -3 -0.09% Q4 2025 Jan 09, 2026
Chesley Taft & Associates LLC History New 3,253 459 0.02% — 802 +3,253 New Q4 2025 Jan 14, 2026
Thrive Capital Management, LLC History Reduced 3,246 458 0.1% 0.13% 803 -355 -9.86% Q4 2025 Feb 09, 2026
HUB Investment Partners, LLC History Reduced 3,245 457 0.01% 0.02% 804 -1,106 -25.42% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 3,231 456 0.01% 0.01% 805 -573 -15.06% Q4 2025 Feb 04, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 3,221 454 0.1% 0.12% 806 -827 -20.43% Q4 2025 Jan 21, 2026
Sandro Wealth Management LLC History New 3,206 452 0.37% — 807 +3,206 New Q4 2025 Feb 02, 2026
Wedmont Private Capital History Added to 3,155 450 0.02% 0.01% 808 +549 21.07% Q4 2025 Jan 08, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 3,181 448 0.01% 0.02% 810 -421 -11.69% Q4 2025 Jan 30, 2026
Obermeyer Wealth Partners History Added to 3,177 448 0.02% 0.02% 809 +378 13.5% Q4 2025 Jan 29, 2026
Aspire Capital Advisors LLC History No change 3,180 448 0.11% 0.11% 811 0 0.0% Q4 2025 Jan 16, 2026
ProVise Management Group, LLC History Reduced 3,143 443 0.03% 0.03% 812 -50 -1.57% Q4 2025 Jan 29, 2026
Insight Wealth Strategies, LLC History Reduced 3,133 442 0.05% 0.06% 813 -288 -8.42% Q4 2025 Jan 02, 2026
LEE DANNER & BASS INC History No change 3,120 440 0.03% 0.03% 814 0 0.0% Q4 2025 Jan 29, 2026
Vision Capital Management, Inc. History No change 3,099 437 0.05% 0.05% 815 0 0.0% Q4 2025 Jan 27, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,094 436 0.03% — 817 +3,094 New Q4 2025 Feb 17, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 3,096 436 0.05% 0.06% 816 +6 0.19% Q4 2025 Jan 15, 2026
Excelsior Advisor Network LLC History New 3,084 435 0.21% — 818 +3,084 New Q4 2025 Feb 13, 2026
Northstar Group, Inc. History Added to 3,075 434 0.06% 0.06% 819 +67 2.23% Q4 2025 Feb 13, 2026
WFA of San Diego, LLC History Reduced 3,061 432 0.32% 0.31% 820 -100 -3.16% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 3,061 431 0.01% 0.01% 821 +1,667 119.58% Q4 2025 Feb 06, 2026
Thrive Wealth Management, LLC History Added to 3,057 431 0.06% 0.07% 822 +6 0.2% Q4 2025 Jan 12, 2026
Arrowroot Family Office, LLC History Added to 3,048 430 0.16% 0.17% 823 +104 3.53% Q4 2025 Feb 11, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 3,026 427 0.26% 0.27% 824 0 0.0% Q4 2025 Feb 03, 2026
Capstone Wealth Management, Inc. History New 3,010 426 0.37% — 825 +3,010 New Q4 2025 Feb 20, 2026
Moss Adams Wealth Advisors LLC History No change 3,013 425 0.03% 0.03% 826 0 0.0% Q4 2025 Jan 26, 2026
DAVIS R M INC History New 3,008 424 0.01% — 827 +3,008 New Q4 2025 Feb 12, 2026
SlateStone Wealth, LLC History Added to 3,007 424 0.04% 0.04% 828 +9 0.3% Q4 2025 Feb 11, 2026
TrueWealth Advisors, LLC History No change 3,000 423 0.11% 0.12% 829 0 0.0% Q4 2025 Jan 07, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 2,960 417 0.09% 0.09% 830 0 0.0% Q4 2025 Jan 27, 2026
WATERS PARKERSON & CO., LLC History No change 2,960 417 0.02% 0.02% 831 0 0.0% Q4 2025 Feb 12, 2026
BALANCED WEALTH GROUP LLC History Added to 2,916 415 0.15% 0.17% 832 +25 0.86% Q4 2025 Jan 13, 2026
OPAL CAPITAL LLC History New 2,729 414 0.1% — 833 +2,729 New Q4 2025 Feb 17, 2026
FC Advisory LLC History Added to 2,922 412 0.12% 0.12% 834 +20 0.69% Q4 2025 Jan 13, 2026
Essex Bank History No change 2,926 412 0.09% 0.09% 835 0 0.0% Q4 2025 Feb 02, 2026
PMG Wealth Management, Inc. History Added to 2,908 410 0.3% 0.29% 837 +200 7.39% Q4 2025 Jan 23, 2026
Sage Capital Advisors,llc History Reduced 2,907 410 0.1% 0.1% 836 -7 -0.24% Q4 2025 Jan 06, 2026
Powers Advisory Group, LLC History New 2,901 409 0.15% — 838 +2,901 New Q4 2025 Jan 22, 2026
Tortuga Wealth Management, Inc History New 2,877 406 0.43% — 840 +2,877 New Q4 2025 Apr 16, 2026
ROCKLAND TRUST CO History Added to 2,881 406 0.02% 0.01% 839 +350 13.83% Q4 2025 Jan 15, 2026
Bryn Mawr Trust Advisors, LLC History Added to 2,875 405 0.02% 0.01% 842 +1,043 56.93% Q4 2025 Feb 04, 2026
First Fiduciary Investment Counsel, Inc. History No change 2,872 405 0.08% 0.08% 841 0 0.0% Q4 2025 Jan 30, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 2,867 404 0.02% 0.02% 843 -175 -5.75% Q4 2025 Jan 13, 2026
BLB&B Advisors, LLC History Added to 2,866 404 0.02% 0.02% 844 +43 1.52% Q4 2025 Jan 26, 2026
Stiles Financial Services Inc History Added to 2,868 404 0.12% 0.13% 845 +20 0.7% Q4 2025 Feb 03, 2026
Annex Advisory Services, LLC History Added to 2,858 403 0.01% 0.01% 846 +1,144 66.74% Q4 2025 Jan 26, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 2,849 402 0.01% 0.01% 847 +746 35.47% Q4 2025 Jan 23, 2026
Busey Bank History No change 2,848 401 0.01% 0.01% 848 0 0.0% Q4 2025 Jan 27, 2026
STAR Financial Bank History No change 2,840 400 0.2% 0.24% 849 0 0.0% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Reduced 2,823 398 0.01% 0.01% 850 -181 -6.03% Q4 2025 Feb 02, 2026
AF Advisors, Inc. History Reduced 2,823 398 0.15% 0.17% 851 -92 -3.16% Q4 2025 Feb 06, 2026
Future Financial Wealth Managment LLC History Reduced 2,710 396 0.27% 0.27% 853 -355 -11.58% Q4 2025 Jan 21, 2026
Vantage Investment Partners, LLC History Reduced 2,806 396 0.03% 0.03% 852 -39 -1.37% Q4 2025 Feb 06, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 2,801 395 0.15% 0.19% 856 -257 -8.4% Q4 2025 Feb 04, 2026
Courage Miller Partners, LLC History Added to 2,802 395 0.12% 0.12% 854 +6 0.21% Q4 2025 Jan 26, 2026
DIXON FNANCIAL SERVICES, INC. History No change 2,805 395 0.18% 0.18% 855 0 0.0% Q4 2025 Jan 15, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 2,781 393 0.05% 0.05% 857 +90 3.34% Q4 2025 Jan 21, 2026
SENTINEL TRUST CO LBA History No change 2,755 389 0.04% 0.04% 858 0 0.0% Q4 2025 Jan 29, 2026
MOTCO History Added to 2,751 388 0.04% 0.02% 859 +1,040 60.78% Q4 2025 Feb 06, 2026
Alpine Bank Wealth Management History No change 2,750 388 0.05% 0.05% 860 0 0.0% Q4 2025 Jan 15, 2026
Fairvoy Private Wealth, LLC History No change 2,734 385 0.09% 0.09% 861 0 0.0% Q4 2025 Jan 14, 2026
Southland Equity Partners LLC History Added to 2,718 383 0.08% 0.08% 863 +38 1.42% Q4 2025 Jan 14, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 2,714 383 0.05% 0.05% 862 +34 1.27% Q4 2025 Jan 26, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,710 382 0.02% 0.02% 864 0 0.0% Q4 2025 Feb 09, 2026
Oakworth Capital, Inc. History No change 2,713 382 0.02% 0.02% 865 0 0.0% Q4 2025 Jan 30, 2026
Keating Financial Advisory Services, Inc. History New 2,696 380 0.05% — 867 +2,696 New Q4 2025 Feb 09, 2026
CFM WEALTH PARTNERS LLC History No change 2,693 380 0.05% 0.06% 866 0 0.0% Q4 2025 Jan 27, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 2,572 376 0.08% 0.09% 868 0 0.0% Q4 2025 Feb 04, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,671 376 0.03% 0.03% 869 0 0.0% Q4 2025 Feb 17, 2026
Tudor Financial Inc. History Added to 2,621 369 0.19% 0.2% 870 +2 0.08% Q4 2025 Feb 13, 2026
Pflug Koory, LLC History Reduced 2,608 368 0.17% 0.19% 871 -244 -8.56% Q4 2025 Jan 20, 2026
CAMDEN NATIONAL BANK History Reduced 2,589 365 0.05% 0.05% 873 -35 -1.33% Q4 2025 Feb 10, 2026
Palisade Asset Management, LLC History No change 2,590 365 0.04% 0.03% 872 0 0.0% Q4 2025 Feb 13, 2026
MMA ASSET MANAGEMENT LLC History Added to 2,580 364 0.13% 0.12% 874 +13 0.51% Q4 2025 Feb 03, 2026
KPP Advisory Services LLC History Reduced 2,583 364 0.05% 0.05% 875 -5 -0.19% Q4 2025 Feb 02, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 2,548 362 0.02% 0.03% 876 +111 4.55% Q4 2025 Jan 15, 2026
Glassman Wealth Services History No change 2,569 362 0.05% 0.05% 877 0 0.0% Q4 2025 Jan 28, 2026
Biltmore Family Office, LLC History No change 2,567 362 0.05% 0.05% 878 0 0.0% Q4 2025 Feb 04, 2026
JB Capital LLC History Added to 2,562 361 0.01% 0.01% 879 +155 6.44% Q4 2025 Jan 20, 2026
RFG Advisory, LLC History Reduced 2,555 360 0.01% 0.01% 881 -453 -15.06% Q4 2025 Feb 03, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 2,553 360 0.18% 0.18% 880 0 0.0% Q4 2025 Jan 30, 2026
YANKCOM Partnership History Reduced 2,550 359 0.15% 0.17% 883 -150 -5.56% Q4 2025 Jan 20, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 2,548 359 0.03% 0.02% 882 0 0.0% Q4 2025 Jan 23, 2026
Bouvel Investment Partners, LLC History Added to 2,539 358 0.1% 0.1% 885 +302 13.5% Q4 2025 Jan 23, 2026
Gainplan LLC History Reduced 2,539 358 0.13% 0.16% 884 -39 -1.51% Q4 2025 Jan 23, 2026
Calamos Wealth Management LLC History No change 2,533 357 0.01% 0.01% 886 0 0.0% Q4 2025 Jan 29, 2026
CALTON & ASSOCIATES, INC. History Added to 2,519 355 0.05% 0.05% 887 +133 5.57% Q4 2025 Feb 10, 2026
WoodTrust Financial Corp History Added to 2,512 355 0.04% 0.04% 889 +8 0.32% Q4 2025 Jan 30, 2026
Commonwealth Financial Services, LLC History Reduced 2,521 355 0.06% 0.06% 888 -7 -0.28% Q4 2025 Feb 06, 2026
Clayton Financial Group LLC History New 2,500 352 0.18% — 895 +2,500 New Q4 2025 Jan 21, 2026
Chevy Chase Trust Holdings, LLC History Added to 2,495 352 0.0% 0.0% 890 +1,035 70.89% Q4 2025 Feb 13, 2026
Latitude Advisors, LLC History Added to 2,500 352 0.15% 0.12% 893 +700 38.89% Q4 2025 Jan 27, 2026
GM Advisory Group, LLC History Added to 2,496 352 0.01% 0.01% 891 +16 0.65% Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History No change 2,500 352 0.06% 0.07% 892 0 0.0% Q4 2025 Mar 05, 2026
Passive Capital Management, LLC. History No change 2,500 352 0.11% 0.12% 894 0 0.0% Q4 2025 Feb 05, 2026
NICOLET BANKSHARES INC History No change 2,475 349 0.06% 0.06% 896 0 0.0% Q4 2025 Feb 09, 2026
Elk River Wealth Management LLC History No change 2,471 348 0.06% 0.06% 897 0 0.0% Q4 2025 Feb 06, 2026
LongView Wealth Management History Reduced 2,393 347 0.08% 0.1% 898 -297 -11.04% Q4 2025 Jan 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 2,438 344 0.0% 0.0% 899 -326 -11.79% Q4 2025 Feb 17, 2026
Mystic Asset Management, Inc. History Reduced 2,434 343 0.08% 0.08% 900 -30 -1.22% Q4 2025 Jan 28, 2026
CAPITAL ADVISORS INC/OK History Reduced 2,423 342 0.01% 0.01% 901 -205 -7.8% Q4 2025 Jan 15, 2026
Rodgers Brothers Inc. History No change 2,422 341 0.04% 0.04% 902 0 0.0% Q4 2025 Feb 13, 2026
BridgePort Financial Solutions, LLC History No change 2,405 339 0.09% 0.09% 903 0 0.0% Q4 2025 Jan 16, 2026
UNITED BANK History No change 2,399 338 0.04% 0.04% 904 0 0.0% Q4 2025 Feb 13, 2026
Twele Capital Management, Inc. History No change 2,401 338 0.06% 0.06% 905 0 0.0% Q4 2025 Jan 09, 2026
Fairfield Financial Advisors, LTD History Added to 2,393 337 0.11% 0.11% 907 +126 5.56% Q4 2025 Feb 02, 2026
PACIFIC SUN FINANCIAL CORP History No change 2,392 337 0.16% 0.16% 906 0 0.0% Q4 2025 Feb 05, 2026
Vident Advisory, LLC History New 2,385 336 0.0% — 908 +2,385 New Q4 2025 Feb 18, 2026
SHP Wealth Management History New 2,369 334 0.03% — 909 +2,369 New Q4 2025 Mar 04, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 2,359 333 0.07% 0.07% 910 -20 -0.84% Q4 2025 Jan 27, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 2,356 332 0.02% 0.02% 911 +33 1.42% Q4 2025 Feb 04, 2026
Pure Financial Advisors, LLC History Added to 2,355 332 0.06% 0.01% 913 +16 0.68% Q4 2025 Mar 04, 2026
Capital Investment Advisory Services, LLC History Added to 2,359 332 0.02% 0.03% 914 +1 0.04% Q4 2025 Jan 21, 2026
Northwest Bancshares, Inc. History No change 2,353 332 0.06% 0.06% 912 0 0.0% Q4 2025 Feb 13, 2026
Highview Capital Management LLC/DE/ History No change 2,348 331 0.12% 0.12% 915 0 0.0% Q4 2025 Jan 27, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 2,341 330 0.01% 0.01% 916 0 0.0% Q4 2025 Feb 04, 2026
Fogel Capital Management, Inc. History No change 2,345 330 0.15% 0.15% 917 0 0.0% Q4 2025 Feb 02, 2026
PHILADELPHIA TRUST CO History Reduced 2,333 329 0.02% 0.02% 919 -50 -2.1% Q4 2025 Feb 12, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 2,333 329 0.01% 0.01% 918 0 0.0% Q4 2025 Feb 11, 2026
Clarus Group, Inc. History No change 2,329 328 0.12% 0.11% 920 0 0.0% Q4 2025 Jan 16, 2026
Cornerstone Advisory, LLC History Reduced 2,320 327 0.03% 0.03% 922 -133 -5.42% Q4 2025 Jan 28, 2026
Coastal Bridge Advisors, LLC History No change 2,321 327 0.02% 0.02% 921 0 0.0% Q4 2025 Feb 18, 2026
ACCESS FINANCIAL SERVICES, INC. History No change 2,317 327 0.12% 0.12% 923 0 0.0% Q4 2025 Jan 21, 2026
First Heartland Consultants, Inc. History Reduced 2,302 324 0.02% 0.03% 924 -37 -1.58% Q4 2025 Jan 09, 2026
Madison Wealth Partners, Inc History New 2,295 323 0.06% — 926 +2,295 New Q4 2025 Feb 10, 2026
Marquette Asset Management, LLC History Reduced 2,289 323 0.05% 0.05% 925 -219 -8.73% Q4 2025 Jan 16, 2026
Plante Moran Financial Advisors, LLC History Added to 2,283 322 0.02% 0.02% 927 +96 4.39% Q4 2025 Feb 05, 2026
Clientfirst Wealth Management, LLC History No change 2,285 322 0.26% 0.26% 928 0 0.0% Q4 2025 Feb 06, 2026
Affiance Financial, LLC History No change 2,275 321 0.05% 0.06% 929 0 0.0% Q4 2025 Jan 21, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 2,255 318 0.03% 0.03% 931 +158 7.53% Q4 2025 Jan 27, 2026
Heritage Wealth Advisors History No change 2,260 318 0.01% 0.01% 930 0 0.0% Q4 2025 Feb 13, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,250 317 0.2% 0.21% 932 0 0.0% Q4 2025 Feb 13, 2026
RiverFront Investment Group, LLC History New 2,241 316 0.01% — 933 +2,241 New Q4 2025 Feb 05, 2026
Certified Advisory Corp History No change 2,240 316 0.03% 0.03% 934 0 0.0% Q4 2025 Jan 12, 2026
HCR Wealth Advisors History Reduced 2,236 315 0.03% 0.04% 936 -637 -22.17% Q4 2025 Jan 27, 2026
Arbor Investment Advisors, LLC History Reduced 2,236 315 0.04% 0.04% 935 -242 -9.77% Q4 2025 Jan 23, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 2,233 315 0.1% 0.11% 937 -9 -0.4% Q4 2025 Jan 22, 2026
Nikulski Financial, Inc. History Reduced 2,225 314 0.08% 0.11% 940 -736 -24.86% Q4 2025 Jan 15, 2026
HWG Holdings LP History Reduced 2,229 314 0.08% 0.08% 938 -21 -0.93% Q4 2025 Jan 12, 2026
Grove Bank & Trust History No change 2,226 314 0.04% 0.04% 939 0 0.0% Q4 2025 Jan 08, 2026
KDK Private Wealth Management, LLC History New 2,220 313 0.27% — 941 +2,220 New Q4 2025 Feb 12, 2026
Pacific Capital Wealth Advisors, Inc. History No change 2,209 311 0.05% 0.05% 942 0 0.0% Q4 2025 Jan 26, 2026
One Capital Management, LLC History Reduced 2,187 308 0.01% 0.01% 943 -80 -3.53% Q4 2025 Feb 10, 2026
American Institute for Advanced Investment Management, LLP History No change 2,181 307 0.2% 0.2% 944 0 0.0% Q4 2025 Feb 04, 2026
Karnit Road Accident Victims Compensation Fund History New 2,170 306 0.17% — 945 +2,170 New Q4 2025 Feb 17, 2026
LCNB CORP History Added to 2,157 304 0.1% 0.1% 946 +130 6.41% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,151 303 0.01% 0.01% 947 0 0.0% Q4 2025 Jan 16, 2026
Pacific Center for Financial Services History No change 2,137 303 0.08% 0.08% 948 0 0.0% Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 2,143 302 0.07% 0.07% 950 +10 0.47% Q4 2025 Jan 09, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 2,146 302 0.05% 0.06% 949 0 0.0% Q4 2025 Jan 26, 2026
Hoffman, Alan N Investment Management History No change 2,134 301 0.17% 0.13% 951 0 0.0% Q4 2025 Jan 06, 2026
Harbor Asset Planning, Inc. History Added to 2,130 300 0.26% 0.27% 953 +23 1.09% Q4 2025 Jan 26, 2026
Orion Capital Management LLC History No change 2,130 300 0.1% 0.1% 952 0 0.0% Q4 2025 Feb 03, 2026
Victrix Investment Advisors History New 2,120 299 0.12% — 955 +2,120 New Q4 2025 Feb 11, 2026
AdvisorNet Financial, Inc History Added to 2,123 299 0.02% 0.02% 954 +7 0.33% Q4 2025 Jan 20, 2026
First Western Trust Bank History Reduced 2,116 298 0.01% 0.01% 957 -10 -0.47% Q4 2025 Feb 12, 2026
Avidian Wealth Enterprises, LLC History Added to 2,114 298 0.01% 0.01% 956 +1 0.05% Q4 2025 Feb 02, 2026
Insight Advisors, LLC/ PA History Added to 2,110 297 0.04% 0.05% 959 +7 0.33% Q4 2025 Feb 11, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 2,110 297 0.12% 0.13% 958 -3 -0.14% Q4 2025 Feb 04, 2026
Vestmark Advisory Solutions, Inc. History New 2,103 296 0.0% — 960 +2,103 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 2,103 296 0.01% 0.01% 961 +623 42.09% Q4 2025 Feb 12, 2026
BlueChip Wealth Advisors LLC History No change 2,092 295 0.12% 0.13% 962 0 0.0% Q4 2025 Feb 05, 2026
STALEY CAPITAL ADVISERS INC History Added to 2,076 293 0.01% 0.01% 964 +35 1.71% Q4 2025 Feb 05, 2026
Avantax Planning Partners, Inc. History No change 2,082 293 0.01% 0.01% 963 0 0.0% Q4 2025 Feb 05, 2026
Pettinga Financial Advisors LLC History Reduced 2,075 292 0.06% 0.06% 965 -250 -10.75% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History No change 2,075 292 0.03% 0.03% 966 0 0.0% Q4 2025 Feb 10, 2026
Accelerate Investment Advisors LLC History Added to 2,067 291 0.2% 0.2% 968 +6 0.29% Q4 2025 Jan 12, 2026
Heritage Financial Services, LLC History No change 2,064 291 0.02% 0.03% 967 0 0.0% Q4 2025 Feb 02, 2026
OakTrust Wealth Advisors, LLC History New 2,048 289 0.27% — 972 +2,048 New Q4 2025 Feb 27, 2026
SNS Financial Group, LLC History Added to 2,054 289 0.02% 0.03% 971 +11 0.54% Q4 2025 Feb 02, 2026
CIBC Asset Management Inc History No change 2,050 289 0.0% 0.0% 969 0 0.0% Q4 2025 Feb 10, 2026
First American Bank History No change 2,050 289 0.02% 0.02% 970 0 0.0% Q4 2025 Jan 20, 2026
CFO CAPITAL MANAGEMENT LLC History New 2,043 288 0.22% — 975 +2,043 New Q4 2025 Mar 02, 2026
ABLE Financial Group, LLC History Added to 2,041 288 0.06% 0.06% 974 +14 0.69% Q4 2025 Jan 23, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 2,045 288 0.01% 0.02% 973 0 0.0% Q4 2025 Feb 03, 2026
Trek Financial, LLC History New 2,036 287 0.02% — 976 +2,036 New Q4 2025 Feb 04, 2026
Gateway Wealth Partners, LLC History Added to 2,040 287 0.03% 0.04% 978 +184 9.91% Q4 2025 Feb 11, 2026
Meeder Advisory Services, Inc. History No change 2,035 287 0.01% 0.01% 977 0 0.0% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History No change 2,026 285 0.01% 0.01% 979 0 0.0% Q4 2025 Feb 02, 2026
Stillwater Capital Advisors, LLC History No change 2,021 285 0.03% 0.03% 980 0 0.0% Q4 2025 Jan 14, 2026
Colonial Trust Advisors History Added to 2,006 283 0.02% 0.02% 981 +26 1.31% Q4 2025 Feb 12, 2026
Provenance Wealth Advisors, LLC History No change 2,008 283 0.03% 0.04% 982 0 0.0% Q4 2025 Jan 26, 2026
Clear Trail Advisors, LLC History New 2,000 282 0.07% — 985 +2,000 New Q4 2025 Jan 09, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 2,000 282 0.06% 0.06% 983 0 0.0% Q4 2025 Jan 16, 2026
Gridiron Partners, LLC History No change 2,000 282 0.16% 0.16% 984 0 0.0% Q4 2025 Jan 08, 2026
Connecticut Wealth Management, LLC History Reduced 1,995 281 0.01% 0.01% 986 -161 -7.47% Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History Added to 1,981 279 0.04% 0.0% 987 +1,782 895.48% Q4 2025 Jan 23, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 1,978 279 0.01% 0.0% 989 +365 22.63% Q4 2025 Jan 07, 2026
Avion Wealth History No change 1,978 279 0.06% 0.06% 988 0 0.0% Q4 2025 Jan 23, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 1,971 278 0.01% 0.01% 990 -504 -20.36% Q4 2025 Feb 13, 2026
Sepio Capital, LP History No change 1,975 278 0.02% 0.02% 991 0 0.0% Q4 2025 Feb 12, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 1,975 278 0.16% 0.16% 992 0 0.0% Q4 2025 Jan 16, 2026
Forum Financial Management, LP History No change 1,966 277 0.0% 0.0% 993 0 0.0% Q4 2025 Jan 27, 2026
GWN SECURITIES INC. History Added to 1,958 276 0.06% 0.06% 994 +252 14.77% Q4 2025 Feb 11, 2026
BANTAMAC CAPITAL, LLC History Reduced 1,960 276 0.13% 0.15% 995 -40 -2.0% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Added to 1,959 276 0.02% 0.02% 996 +2 0.1% Q4 2025 Feb 17, 2026
Sterling Wealth Management, Inc. History No change 1,961 276 0.08% 0.08% 997 0 0.0% Q4 2025 Feb 17, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 1,950 275 0.04% 0.05% 998 -25 -1.27% Q4 2025 Feb 04, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 1,944 274 0.18% 0.21% 999 -319 -14.1% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Added to 1,947 274 0.01% 0.01% 1000 +21 1.09% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Reduced 1,941 273 0.0% 0.01% 1001 -1,033 -34.73% Q4 2025 Jan 29, 2026
Wealthcare Capital Partners, LLC History Added to 1,927 272 0.13% 0.12% 1003 +21 1.1% Q4 2025 Jan 14, 2026
Altus Wealth Group LLC History Reduced 1,931 272 0.11% 0.11% 1002 -5 -0.26% Q4 2025 Feb 13, 2026
Legacy Advisors, LLC History No change 1,924 271 0.03% 0.03% 1004 0 0.0% Q4 2025 Jan 27, 2026
Sterling Financial Planning, Inc. History No change 1,922 271 0.08% 0.09% 1005 0 0.0% Q4 2025 Jan 27, 2026
Birchwood Financial Partners, Inc. History New 1,908 269 0.27% — 1007 +1,908 New Q4 2025 Feb 19, 2026
Capital Investment Counsel, LLC History Reduced 1,907 269 0.04% 0.04% 1006 -28 -1.45% Q4 2025 Feb 02, 2026
Grandview Asset Management LLC History Reduced 1,905 268 0.07% 0.09% 1012 -299 -13.57% Q4 2025 Jan 26, 2026
VICUS CAPITAL History Added to 1,899 268 0.02% 0.02% 1010 +11 0.58% Q4 2025 Jan 22, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 1,905 268 0.17% 0.18% 1008 0 0.0% Q4 2025 Feb 13, 2026
GRANDFIELD & DODD, LLC History No change 1,899 268 0.02% 0.02% 1009 0 0.0% Q4 2025 Feb 10, 2026
CFO4Life Group, LLC History No change 1,900 268 0.04% 0.04% 1011 0 0.0% Q4 2025 Feb 06, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 1,900 268 0.12% 0.12% 1013 0 0.0% Q4 2025 Feb 02, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 1,721 267 0.04% 0.04% 1014 0 0.0% Q4 2025 Feb 11, 2026
Olistico Wealth, LLC History Added to 1,878 265 0.13% 0.14% 1015 +15 0.81% Q4 2025 Jan 13, 2026
Charis Legacy Partners, LLC History New 1,871 264 0.39% — 1017 +1,871 New Q4 2025 Jan 08, 2026
Diversified Enterprises, LLC History Added to 1,877 264 0.02% 0.02% 1016 +149 8.62% Q4 2025 Jan 28, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 1,808 263 0.2% 0.23% 1020 +213 13.35% Q4 2025 Feb 17, 2026
Carson Advisory Inc. History Reduced 1,870 263 0.14% 0.15% 1019 -139 -6.92% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History No change 1,869 263 0.01% 0.01% 1018 0 0.0% Q4 2025 Jan 09, 2026
Ironwood Investment Counsel, LLC History Reduced 1,863 262 0.04% 0.06% 1021 -845 -31.2% Q4 2025 Feb 06, 2026
BTG Pactual Asset Management US LLC History Added to 1,979 262 0.03% 0.01% 1022 +307 18.36% Q4 2025 Feb 17, 2026
Onyx Bridge Wealth Group LLC History Added to 1,851 261 0.03% 0.03% 1023 +9 0.49% Q4 2025 Feb 18, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 1,853 261 0.02% 0.03% 1024 0 0.0% Q4 2025 Jan 22, 2026
American Financial Advisors, LLC History Added to 1,843 260 0.03% 0.03% 1025 +3 0.16% Q4 2025 Feb 03, 2026
Triumph Capital Management History Added to 1,836 259 0.06% 0.07% 1027 +10 0.55% Q4 2025 Feb 12, 2026
Cedar Wealth Management, LLC History No change 1,840 259 0.08% 0.08% 1026 0 0.0% Q4 2025 Feb 06, 2026
Anchor Investment Management, LLC History Reduced 1,832 258 0.02% 0.02% 1029 -5 -0.27% Q4 2025 Feb 26, 2026
McKinley Carter Wealth Services, Inc. History No change 1,835 258 0.01% 0.01% 1028 0 0.0% Q4 2025 Feb 06, 2026
Empower Advisory Group, LLC History New 1,825 257 0.0% — 1030 +1,825 New Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History New 1,800 254 0.01% — 1031 +1,800 New Q4 2025 Feb 17, 2026
Duncan Williams Asset Management, LLC History Added to 1,645 253 0.06% 0.06% 1032 +18 1.11% Q4 2025 Feb 05, 2026
SOUTH PLAINS FINANCIAL, INC. History Reduced 1,788 252 0.15% 0.18% 1033 -220 -10.96% Q4 2025 Feb 13, 2026
Lauterbach Financial Advisors, LLC History No change 1,790 252 0.12% 0.13% 1034 0 0.0% Q4 2025 Feb 13, 2026
Birchcreek Wealth Management, LLC History Reduced 1,784 251 0.12% 0.25% 1035 -1,565 -46.73% Q4 2025 Jan 16, 2026
CoreFirst Bank & Trust History No change 1,779 251 0.14% 0.14% 1036 0 0.0% Q4 2025 Feb 11, 2026
NORDEN GROUP LLC History No change 1,773 250 0.02% 0.03% 1037 0 0.0% Q4 2025 Jan 13, 2026
Maia Wealth LLC History Reduced 1,593 249 0.04% 0.04% 1038 -130 -7.54% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,764 248 0.0% — 1039 +1,764 New Q4 2025 Feb 17, 2026
WALLER FINANCIAL PLANNING GROUP, INC History New 1,750 246 0.05% — 1040 +1,750 New Q4 2025 Jan 13, 2026
Golden State Wealth Management, LLC History Added to 1,745 246 0.03% 0.02% 1041 +225 14.8% Q4 2025 Feb 13, 2026
Cairn Investment Group, Inc. History No change 1,742 246 0.12% 0.11% 1042 0 0.0% Q4 2025 Feb 02, 2026
Allegheny Financial Group History Added to 1,737 245 0.04% 0.05% 1043 +6 0.35% Q4 2025 Feb 02, 2026
Gray Private Wealth, LLC History No change 1,729 244 0.12% 0.12% 1044 0 0.0% Q4 2025 Feb 04, 2026
Coquina Private Wealth LLC History New 1,720 242 0.19% — 1046 +1,720 New Q4 2025 Jan 29, 2026
Chatterton & Associates Inc. History New 1,719 242 0.21% — 1045 +1,719 New Q4 2025 Jan 20, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 1,709 241 0.07% 0.07% 1047 -36 -2.06% Q4 2025 Jan 15, 2026
DF DENT & CO INC History No change 1,705 240 0.0% 0.0% 1048 0 0.0% Q4 2025 Feb 17, 2026
Prosperity Financial Group, Inc. History Added to 1,697 239 0.09% 0.09% 1051 +50 3.04% Q4 2025 Jan 26, 2026
Semus Wealth Partners LLC History Added to 1,699 239 0.13% 0.14% 1050 +16 0.95% Q4 2025 Jan 27, 2026
Hoxton Planning & Management, LLC History No change 1,695 239 0.07% 0.08% 1049 0 0.0% Q4 2025 Feb 11, 2026
Hickory Point Bank & Trust History No change 1,698 239 0.17% 0.18% 1052 0 0.0% Q4 2025 Jan 12, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 1,688 238 0.13% 0.14% 1054 +6 0.36% Q4 2025 Jan 08, 2026
Piscataqua Savings Bank History No change 1,690 238 0.17% 0.19% 1053 0 0.0% Q4 2025 Jan 16, 2026
BCS Private Wealth Management, Inc. History No change 1,691 238 0.08% 0.09% 1055 0 0.0% Q4 2025 Jan 26, 2026
Y-Intercept (Hong Kong) Ltd History New 1,682 237 0.01% — 1057 +1,682 New Q4 2025 Feb 13, 2026
UHLMANN PRICE SECURITIES, LLC History No change 1,680 237 0.14% 0.15% 1056 0 0.0% Q4 2025 Jan 12, 2026
ADAPT WEALTH ADVISORS, LLC History Added to 1,679 236 0.08% 0.08% 1061 +89 5.6% Q4 2025 Feb 10, 2026
Garden State Investment Advisory Services LLC History Added to 1,677 236 0.05% 0.05% 1060 +14 0.84% Q4 2025 Feb 17, 2026
MIDDLETON & CO INC/MA History No change 1,675 236 0.03% 0.03% 1058 0 0.0% Q4 2025 Jan 29, 2026
Francis Financial, Inc. History No change 1,675 236 0.05% 0.04% 1059 0 0.0% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 1,667 235 0.0% 0.0% 1062 -8,682 -83.89% Q4 2025 Feb 13, 2026
KWB Wealth History New 1,670 235 0.02% — 1064 +1,670 New Q4 2025 Jan 12, 2026
TCV Trust & Wealth Management, Inc. History Reduced 1,672 235 0.02% 0.02% 1063 -20 -1.18% Q4 2025 Jan 23, 2026
BURNEY CO/ History New 1,662 234 0.01% — 1065 +1,662 New Q4 2025 Jan 23, 2026
Slagle Financial, LLC History New 1,658 234 0.08% — 1069 +1,658 New Q4 2025 Jan 26, 2026
Bison Wealth, LLC History New 1,608 234 0.03% — 1067 +1,608 New Q4 2025 Mar 24, 2026
KELLY FINANCIAL GROUP LLC History No change 1,661 234 0.06% 0.06% 1066 0 0.0% Q4 2025 Jan 23, 2026
Insight Inv LLC History No change 1,662 234 0.13% 0.14% 1068 0 0.0% Q4 2025 Feb 06, 2026
Smith Partners Wealth Management, LLC History New 1,650 232 0.21% — 1071 +1,650 New Q4 2025 Feb 13, 2026
Wealth Advisory Solutions, LLC History No change 1,648 232 0.05% 0.06% 1070 0 0.0% Q4 2025 Jan 16, 2026
Chemistry Wealth Management LLC History Reduced 1,640 231 0.04% 0.05% 1075 -17 -1.03% Q4 2025 Jan 06, 2026
MONECO ADVISORS, LLC History Added to 1,640 231 0.02% 0.02% 1073 +2 0.12% Q4 2025 Feb 04, 2026
Clearstead Trust, LLC History No change 1,643 231 0.04% 0.04% 1072 0 0.0% Q4 2025 Feb 09, 2026
Allred Capital Management, LLC History No change 1,633 231 0.08% 0.08% 1074 0 0.0% Q4 2025 Feb 10, 2026
Morton Capital Management LLC/CA History No change 1,638 231 0.04% 0.04% 1076 0 0.0% Q4 2025 Feb 03, 2026
Oldfather Financial Services, LLC History Added to 1,631 230 0.07% 0.06% 1078 +211 14.86% Q4 2025 Jan 16, 2026
FIRST MERCHANTS CORP History No change 1,632 230 0.01% 0.01% 1077 0 0.0% Q4 2025 Jan 12, 2026
Pacific Wealth Strategies Group, Inc. History New 1,628 229 0.13% — 1080 +1,628 New Q4 2025 Feb 09, 2026
Visionary Wealth Advisors History Added to 1,626 229 0.01% 0.01% 1081 +9 0.56% Q4 2025 Feb 13, 2026
1 NORTH WEALTH SERVICES LLC History No change 1,625 229 0.08% 0.09% 1079 0 0.0% Q4 2025 Feb 13, 2026
ARS Wealth Advisors Group, LLC History No change 1,628 229 0.02% 0.02% 1082 0 0.0% Q4 2025 Jan 12, 2026
Unified Investment Management History No change 1,627 229 0.23% 0.23% 1083 0 0.0% Q4 2025 Feb 09, 2026
Berman McAleer LLC History No change 1,628 229 0.03% 0.03% 1084 0 0.0% Q4 2025 Feb 05, 2026
Houlihan Financial Resource Group, Ltd. History New 1,524 228 0.09% — 1087 +1,524 New Q4 2025 Feb 10, 2026
Crumly & Associates Inc. History Added to 1,619 228 0.05% 0.05% 1086 +12 0.75% Q4 2025 Jan 14, 2026
ST GERMAIN D J CO INC History No change 1,616 228 0.01% 0.01% 1085 0 0.0% Q4 2025 Jan 29, 2026
TUCKER ASSET MANAGEMENT LLC History No change 1,621 228 0.07% 0.07% 1088 0 0.0% Q4 2025 Feb 05, 2026
TABR Capital Management, LLC History Added to 1,613 227 0.15% 0.16% 1089 +4 0.25% Q4 2025 Jan 28, 2026
Ring Mountain Capital, LLC History Reduced 1,533 226 0.12% 0.13% 1090 -116 -7.03% Q4 2025 Jan 27, 2026
KOM Wealth Management Group, LLC History Added to 1,596 225 0.16% 0.17% 1093 +17 1.08% Q4 2025 Jan 23, 2026
CARDEROCK CAPITAL MANAGEMENT INC History No change 1,600 225 0.05% 0.06% 1091 0 0.0% Q4 2025 Jan 09, 2026
Firestone Capital Management History No change 1,601 225 0.05% 0.05% 1092 0 0.0% Q4 2025 Feb 09, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,600 225 0.06% 0.07% 1094 0 0.0% Q4 2025 Feb 09, 2026
Colonial Trust Co / SC History No change 1,595 225 0.03% 0.03% 1095 0 0.0% Q4 2025 Feb 12, 2026
FIDELITY D & D BANCORP INC History Reduced 1,589 224 0.1% 0.13% 1096 -25 -1.55% Q4 2025 Feb 09, 2026
United Asset Strategies, Inc. History No change 1,592 224 0.02% 0.02% 1097 0 0.0% Q4 2025 Jan 28, 2026
Green Ridge Wealth Planning LLC History New 1,587 223 0.11% — 1100 +1,587 New Q4 2025 Mar 11, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 1,583 223 0.08% 0.1% 1098 -387 -19.64% Q4 2025 Feb 13, 2026
Seneca Financial Advisors LLC History Added to 1,581 223 0.07% 0.07% 1099 +8 0.51% Q4 2025 Jan 26, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 1,576 222 0.1% 0.1% 1101 +2 0.13% Q4 2025 Jan 29, 2026
Wick Capital Partners, LLC History No change 1,574 222 0.04% 0.05% 1102 0 0.0% Q4 2025 Mar 02, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 1,576 222 0.05% 0.05% 1103 0 0.0% Q4 2025 Jan 12, 2026
Van Hulzen Asset Management, LLC History No change 1,567 221 0.02% 0.02% 1104 0 0.0% Q4 2025 Feb 06, 2026
Azimuth Capital Investment Management LLC History No change 1,567 221 0.01% 0.01% 1105 0 0.0% Q4 2025 Feb 12, 2026
Indivisible Partners History New 1,561 220 0.02% — 1108 +1,561 New Q4 2025 Feb 03, 2026
Hubbell Strickland Wealth Management, LLC History Added to 1,566 220 0.09% 0.09% 1107 +18 1.16% Q4 2025 Jan 20, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 1,559 220 0.11% 0.11% 1106 0 0.0% Q4 2025 Jan 14, 2026
Capital Square, LLC History New 1,553 219 0.11% — 1110 +1,553 New Q4 2025 Feb 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 1,554 219 0.01% 0.02% 1109 -71 -4.37% Q4 2025 Jan 26, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 1,547 218 0.0% 0.0% 1111 -623 -28.71% Q4 2025 Feb 09, 2026
Summit Asset Management, LLC History Added to 1,550 218 0.03% 0.03% 1112 +50 3.33% Q4 2025 Feb 09, 2026
Breakwater Investment Management History No change 1,548 218 0.08% 0.08% 1113 0 0.0% Q4 2025 Feb 02, 2026
Manuka Financial, LLC History No change 1,548 218 0.14% 0.14% 1114 0 0.0% Q4 2025 Jan 28, 2026
Braeburn Wealth Management LLC History New 1,543 217 0.11% — 1116 +1,543 New Q4 2025 Feb 18, 2026
Northstar Advisory Group, LLC History Added to 1,544 217 0.08% 0.09% 1115 +4 0.26% Q4 2025 Jan 15, 2026
MRWM Advisors, LLC History No change 1,537 216 0.12% 0.12% 1117 0 0.0% Q4 2025 Jan 26, 2026
Institute for Wealth Management, LLC. History No change 1,530 215 0.02% 0.02% 1118 0 0.0% Q4 2025 Jan 27, 2026
GAMMA Investing LLC History No change 1,524 215 0.01% 0.01% 1119 0 0.0% Q4 2025 Jan 05, 2026
PGIM Custom Harvest LLC History Reduced 1,521 214 0.0% 0.0% 1121 -4 -0.26% Q4 2025 Feb 17, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 1,516 214 0.02% 0.02% 1120 0 0.0% Q4 2025 Jan 12, 2026
Dentgroup LLC History No change 1,519 214 0.15% 0.14% 1122 0 0.0% Q4 2025 Jan 28, 2026
Iron Gate Global Advisors LLC History No change 1,511 213 0.02% 0.02% 1123 0 0.0% Q4 2025 Feb 17, 2026
Hills Bank & Trust Co History No change 1,510 213 0.01% 0.01% 1124 0 0.0% Q4 2025 Feb 05, 2026
SAXON INTERESTS, INC. History No change 1,504 212 0.07% 0.08% 1125 0 0.0% Q4 2025 Feb 13, 2026
Petros Family Wealth, LLC History New 1,500 211 0.14% — 1130 +1,500 New Q4 2025 Jan 14, 2026
Intellus Advisors LLC History Reduced 1,499 211 0.03% 0.03% 1133 -1 -0.07% Q4 2025 Feb 06, 2026
Sand Hill Global Advisors, LLC History No change 1,500 211 0.01% 0.01% 1126 0 0.0% Q4 2025 Feb 12, 2026
Diversified Portfolios, Inc. History No change 1,500 211 0.02% 0.02% 1127 0 0.0% Q4 2025 Feb 09, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,500 211 0.02% 0.03% 1128 0 0.0% Q4 2025 Jan 14, 2026
Asio Capital, LLC History No change 1,500 211 0.03% 0.03% 1129 0 0.0% Q4 2025 Jan 21, 2026
LifeWealth Investments, LLC History No change 1,500 211 0.07% 0.07% 1131 0 0.0% Q4 2025 Jan 26, 2026
Post Resch Tallon Group Inc. History No change 1,500 211 0.18% 0.19% 1132 0 0.0% Q4 2025 Jan 09, 2026
Topsail Wealth Management, LLC History No change 1,500 211 0.03% 0.04% 1134 0 0.0% Q4 2025 Feb 04, 2026
Mission Hills Financial Advisory, LLC History New 1,490 210 0.11% — 1136 +1,490 New Q4 2025 Feb 02, 2026
Confluence Wealth Services, Inc. History Added to 1,490 210 0.01% 0.01% 1135 +10 0.68% Q4 2025 Jan 28, 2026
PACES FERRY WEALTH ADVISORS, LLC History New 1,477 208 0.08% — 1138 +1,477 New Q4 2025 Feb 11, 2026
Segment Wealth Management, LLC History No change 1,480 208 0.01% 0.01% 1137 0 0.0% Q4 2025 Jan 29, 2026
LJI Wealth Management, LLC History No change 1,481 208 0.03% 0.04% 1139 0 0.0% Q4 2025 Feb 03, 2026
American Trust History Reduced 1,463 206 0.02% 0.02% 1140 -617 -29.66% Q4 2025 Feb 17, 2026
Harbour Capital Advisors, LLC History No change 1,441 205 0.04% 0.04% 1141 0 0.0% Q4 2025 Jan 07, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 1,459 205 0.05% 0.05% 1142 0 0.0% Q4 2025 Feb 02, 2026
SAGE RHINO CAPITAL LLC History No change 1,455 205 0.04% 0.04% 1143 0 0.0% Q4 2025 Jan 30, 2026
Riverview Capital Advisers, LLC History No change 1,455 205 0.06% 0.06% 1144 0 0.0% Q4 2025 Feb 17, 2026
Founders Financial Alliance, LLC History Reduced 1,447 204 0.04% 0.06% 1147 -715 -33.07% Q4 2025 Feb 12, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 1,448 204 0.09% 0.1% 1145 +7 0.49% Q4 2025 Feb 13, 2026
Bridgewealth Advisory Group, LLC History No change 1,450 204 0.05% 0.05% 1146 0 0.0% Q4 2025 Feb 04, 2026
AJ Advisors, LLC History Added to 1,439 203 0.07% 0.08% 1150 +16 1.12% Q4 2025 Jan 21, 2026
Salomon & Ludwin, LLC History Reduced 1,420 203 0.02% 0.02% 1148 -4 -0.28% Q4 2025 Jan 28, 2026
FINANCIAL MANAGEMENT NETWORK INC History No change 1,430 203 0.03% 0.03% 1149 0 0.0% Q4 2025 Jan 08, 2026
Berger Financial Group, Inc History Reduced 1,433 202 0.01% 0.01% 1151 -36 -2.45% Q4 2025 Jan 27, 2026
Dunhill Financial, LLC History Reduced 1,430 201 0.05% 0.06% 1152 -272 -15.98% Q4 2025 Jan 29, 2026
UNIVEST FINANCIAL Corp History No change 1,419 200 0.01% 0.01% 1153 0 0.0% Q4 2025 Feb 04, 2026
Charter Oak Capital Management, LLC History No change 1,422 200 0.02% 0.02% 1154 0 0.0% Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History Reduced 1,409 198 0.01% 0.02% 1155 -216 -13.29% Q4 2025 Feb 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 1,390 196 0.01% 0.01% 1156 -450 -24.46% Q4 2025 Feb 10, 2026
SFAM, LLC History New 1,360 191 0.17% — 1157 +1,360 New Q4 2025 Feb 12, 2026
Concord Wealth Partners History Added to 1,339 189 0.02% 0.03% 1158 +15 1.13% Q4 2025 Jan 29, 2026
Armor Investment Advisors, LLC History Reduced 1,286 181 0.07% 0.06% 1159 -76 -5.58% Q4 2025 Feb 05, 2026
BankPlus Trust Department History Reduced 1,280 180 0.05% 0.05% 1160 -108 -7.78% Q4 2025 Jan 27, 2026
Missouri Trust & Investment Co History No change 1,270 179 0.05% 0.05% 1161 0 0.0% Q4 2025 Feb 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,266 178 0.01% 0.01% 1162 +200 18.76% Q4 2025 Feb 17, 2026
GRAND WEALTH MANAGEMENT, LLC History Added to 1,256 177 0.08% 0.06% 1163 +357 39.71% Q4 2025 Jan 26, 2026
LRI Investments, LLC History No change 1,255 177 0.01% 0.01% 1164 0 0.0% Q4 2025 Feb 04, 2026
Qube Research & Technologies Ltd History Added to 1,248 176 0.0% 0.0% 1165 +544 77.27% Q4 2025 Feb 17, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 1,238 174 0.14% — 1166 +1,238 New Q4 2025 Feb 10, 2026
SRH ADVISORS, LLC History No change 1,232 173 0.05% 0.05% 1167 0 0.0% Q4 2025 Jan 21, 2026
QUADRANT CAPITAL GROUP LLC History Added to 1,205 170 0.01% 0.0% 1170 +390 47.85% Q4 2025 Feb 13, 2026
Cranbrook Wealth Management, LLC History Reduced 1,211 170 0.03% 0.04% 1169 -70 -5.46% Q4 2025 Jan 28, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,211 170 0.06% 0.07% 1168 0 0.0% Q4 2025 Jan 13, 2026
Physician Wealth Advisors, Inc. History Added to 1,198 169 0.02% 0.02% 1171 +1 0.08% Q4 2025 Jan 29, 2026
WealthShield Partners, LLC History Added to 1,197 168 0.02% 0.02% 1173 +18 1.53% Q4 2025 Feb 03, 2026
Riverview Trust Co History No change 1,196 168 0.2% 0.2% 1172 0 0.0% Q4 2025 Jan 26, 2026
Westend Capital Management, LLC History No change 1,180 166 0.05% 0.05% 1174 0 0.0% Q4 2025 Jan 15, 2026
Measured Wealth Private Client Group, LLC History Reduced 1,163 164 0.04% 0.05% 1175 -268 -18.73% Q4 2025 Feb 10, 2026
Glass Jacobson Investment Advisors llc History Added to 1,151 162 0.06% 0.06% 1176 +13 1.14% Q4 2025 Jan 22, 2026
Cherry Tree Wealth Management, LLC History No change 1,145 161 0.03% 0.04% 1177 0 0.0% Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History No change 1,127 159 0.02% 0.02% 1178 0 0.0% Q4 2025 Jan 20, 2026
TrustBank History New 1,125 158 0.07% — 1179 +1,125 New Q4 2025 Feb 09, 2026
NBT BANK N A /NY History Reduced 1,108 156 0.01% 0.01% 1180 -15 -1.34% Q4 2025 Jan 23, 2026
CNB Bank History No change 1,102 155 0.06% 0.06% 1181 0 0.0% Q4 2025 Feb 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 1,094 154 0.04% 0.04% 1182 0 0.0% Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History New 1,088 153 0.01% — 1184 +1,088 New Q4 2025 Feb 17, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,090 153 0.03% 0.03% 1183 0 0.0% Q4 2025 Jan 27, 2026
Rialto Wealth Management, LLC History No change 1,087 153 0.04% 0.04% 1185 0 0.0% Q4 2025 Jan 12, 2026
Rossmore Private Capital History No change 1,050 148 0.01% 0.02% 1186 0 0.0% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 1,045 147 0.0% 0.0% 1187 -15 -1.42% Q4 2025 Jan 16, 2026
Crews Bank & Trust History No change 1,038 146 0.02% 0.02% 1188 0 0.0% Q4 2025 Jan 21, 2026
Capital Investment Counsel, Inc History New 1,034 145 0.02% — 1189 +1,034 New Q4 2025 Jan 23, 2026
Russell Investments Group, Ltd. History Reduced 1,015 143 0.0% 0.0% 1190 -238 -18.99% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History No change 1,009 142 0.0% 0.0% 1191 0 0.0% Q4 2025 Feb 17, 2026
Cornerstone Financial Management LLC History New 1,000 141 0.13% — 1192 +1,000 New Q4 2025 Feb 13, 2026
COUNTRY TRUST BANK History Reduced 993 140 0.0% 0.0% 1193 -100 -9.15% Q4 2025 Jan 21, 2026
Crewe Advisors LLC History Added to 951 134 0.01% 0.01% 1195 +9 0.96% Q4 2025 Jan 16, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 951 134 0.06% 0.06% 1194 0 0.0% Q4 2025 Jan 26, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 935 131 0.01% 0.01% 1196 0 0.0% Q4 2025 Jan 08, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 925 130 0.1% — 1197 +925 New Q4 2025 Feb 11, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 868 123 0.0% 0.0% 1198 +120 16.04% Q4 2025 Feb 03, 2026
Manchester Capital Management LLC History New 860 121 0.02% — 1199 +860 New Q4 2025 Feb 11, 2026
OPTIMA CAPITAL LLC History New 850 119 0.05% — 1200 +850 New Q4 2025 Jan 23, 2026
BLUELINE ADVISORS LLC History New 828 116 0.09% — 1202 +828 New Q4 2025 Feb 10, 2026
Gen-Wealth Partners Inc History No change 823 116 0.04% 0.04% 1201 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Wealth Planning Services, Inc. History New 814 114 0.01% — 1203 +814 New Q4 2025 Feb 13, 2026
ENTRUST FINANCIAL LLC History New 799 112 0.08% — 1205 +799 New Q4 2025 Feb 06, 2026
Steigerwald, Gordon & Koch Inc. History No change 795 112 0.01% 0.01% 1204 0 0.0% Q4 2025 Jan 23, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 793 111 0.06% 0.06% 1206 0 0.0% Q4 2025 Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 776 109 0.05% 0.05% 1207 +20 2.65% Q4 2025 Jan 30, 2026
Davis Capital Management History No change 752 106 0.07% 0.07% 1208 0 0.0% Q4 2025 Jan 28, 2026
Finley Financial, LLC History No change 730 103 0.05% 0.05% 1209 0 0.0% Q4 2025 Jan 21, 2026
Garton & Associates Financial Advisors LLC History New 705 99 0.06% — 1210 +705 New Q4 2025 Feb 18, 2026
Provident Wealth Management, LLC History Reduced 700 98 0.03% 0.13% 1211 -2,264 -76.38% Q4 2025 Jan 28, 2026
Cape Investment Advisory, Inc. History Added to 700 98 0.03% 0.03% 1212 +500 250.0% Q4 2025 Feb 17, 2026
Hilton Head Capital Partners, LLC History New 691 97 0.06% — 1213 +691 New Q4 2025 Feb 11, 2026
PROSPERITY BANCSHARES INC History New 677 95 0.09% — 1214 +677 New Q4 2025 Feb 17, 2026
BAYBAN History New 675 95 0.08% — 1216 +675 New Q4 2025 Mar 05, 2026
MCF Advisors LLC History No change 676 95 0.01% 0.01% 1215 0 0.0% Q4 2025 Feb 11, 2026
VSM Wealth Advisory, LLC History Added to 665 93 0.03% 0.02% 1217 +155 30.39% Q4 2025 Feb 06, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 660 93 0.06% 0.06% 1218 -1 -0.15% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 657 92 0.01% 0.01% 1219 +1 0.15% Q4 2025 Feb 06, 2026
Key FInancial Inc History No change 647 91 0.02% 0.02% 1220 0 0.0% Q4 2025 Feb 09, 2026
Beaird Harris Wealth Management, LLC History No change 642 90 0.01% 0.01% 1221 0 0.0% Q4 2025 Feb 23, 2026
Nalls Sherbakoff Group, LLC History Added to 631 89 0.06% 0.05% 1222 +94 17.5% Q4 2025 Mar 12, 2026
Accordant Advisory Group Inc History No change 633 89 0.06% 0.06% 1223 0 0.0% Q4 2025 Jan 22, 2026
Financial Network Wealth Advisors LLC History No change 611 86 0.09% 0.09% 1224 0 0.0% Q4 2025 Feb 13, 2026
High Note Wealth, LLC History No change 579 81 0.02% 0.02% 1225 0 0.0% Q4 2025 Feb 05, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 570 80 0.0% — 1226 +570 New Q4 2025 Feb 13, 2026
Friedenthal Financial History No change 557 78 0.04% 0.04% 1227 0 0.0% Q4 2025 Jan 27, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 548 77 0.03% 0.02% 1228 +248 82.67% Q4 2025 Jan 20, 2026
Coston, McIsaac & Partners History No change 549 77 0.02% 0.02% 1229 0 0.0% Q4 2025 Feb 03, 2026
City State Bank History No change 530 74 0.02% 0.02% 1230 0 0.0% Q4 2025 Jan 28, 2026
REAP Financial Group, LLC History New 523 73 0.01% — 1231 +523 New Q4 2025 Feb 10, 2026
Millstone Evans Group, LLC History Reduced 517 72 0.04% 0.05% 1232 -1 -0.19% Q4 2025 Feb 02, 2026
Signature Equity Partners, LLC History New 505 71 0.04% — 1233 +505 New Q4 2025 Feb 17, 2026
Financial Connections Group, Inc. History No change 497 70 0.02% 0.03% 1234 0 0.0% Q4 2025 Jan 23, 2026
Fairway Wealth LLC History No change 500 70 0.02% 0.02% 1235 0 0.0% Q4 2025 Jan 28, 2026
Monetary Solutions, Ltd History New 495 69 0.07% — 1238 +495 New Q4 2025 Feb 23, 2026
Fortitude Family Office, LLC History No change 490 69 0.02% 0.02% 1236 0 0.0% Q4 2025 Jan 15, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 494 69 0.02% 0.04% 1237 0 0.0% Q4 2025 Jan 22, 2026
BALLAST ADVISORS LLC History No change 482 68 0.02% 0.02% 1239 0 0.0% Q4 2025 Feb 03, 2026
MilWealth Group LLC History No change 487 68 0.02% 0.02% 1240 0 0.0% Q4 2025 Feb 02, 2026
ORG Partners LLC History No change 488 68 0.01% 0.01% 1241 0 0.0% Q4 2025 Jan 14, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 475 67 0.02% 0.02% 1243 +3 0.64% Q4 2025 Jan 09, 2026
N.E.W. Advisory Services LLC History No change 480 67 0.0% 0.01% 1242 0 0.0% Q4 2025 Jan 28, 2026
Rossby Financial, LCC History No change 472 66 0.02% 0.02% 1244 0 0.0% Q4 2025 Feb 12, 2026
GRANVILLE CAPITAL, INC. History New 459 64 0.03% — 1245 +459 New Q4 2025 Feb 13, 2026
Creative Capital Management Investments LLC History Added to 452 63 0.02% 0.01% 1248 +200 79.37% Q4 2025 Jan 23, 2026
GHP Investment Advisors, Inc. History Added to 449 63 0.0% 0.0% 1247 +5 1.13% Q4 2025 Jan 27, 2026
ADIRONDACK TRUST CO History No change 450 63 0.02% 0.02% 1246 0 0.0% Q4 2025 Jan 08, 2026
EverSource Wealth Advisors, LLC History No change 432 60 0.0% 0.0% 1249 0 0.0% Q4 2025 Feb 06, 2026
Cornerstone National Bank & Trust Co History No change 420 59 0.02% 0.02% 1250 0 0.0% Q4 2025 Jan 29, 2026
IAG Wealth Partners, LLC History Added to 412 58 0.01% 0.01% 1252 +5 1.23% Q4 2025 Feb 10, 2026
EPG Wealth Management LLC History Added to 415 58 0.02% 0.02% 1251 +1 0.24% Q4 2025 Jan 28, 2026
MTM Investment Management, LLC History No change 415 58 0.02% 0.02% 1253 0 0.0% Q4 2025 Feb 09, 2026
CX Institutional History Added to 403 57 0.0% 0.0% 1254 +4 1.0% Q4 2025 Feb 02, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History New 400 56 0.01% — 1255 +400 New Q4 2025 Feb 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 398 56 0.02% 0.02% 1257 -70 -14.96% Q4 2025 Feb 02, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 397 56 0.02% 0.02% 1256 0 0.0% Q4 2025 Feb 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 396 55 0.0% 0.0% 1258 0 0.0% Q4 2025 Feb 12, 2026
Meramec Financial Planners, LLC History New 351 54 0.02% — 1262 +351 New Q4 2025 Feb 10, 2026
Smartleaf Asset Management LLC History Added to 381 54 0.0% 0.0% 1260 +293 332.95% Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History Added to 384 54 0.04% 0.04% 1261 +2 0.52% Q4 2025 Feb 10, 2026
Morse Asset Management, Inc History No change 389 54 0.01% 0.01% 1259 0 0.0% Q4 2025 Feb 03, 2026
Roxbury Financial LLC History Added to 382 53 0.05% 0.05% 1263 +9 2.41% Q4 2025 Jan 05, 2026
Elyxium Wealth, LLC History New 366 51 0.01% — 1265 +366 New Q4 2025 Feb 05, 2026
Allspring Global Investments Holdings, LLC History Added to 357 51 0.0% 0.0% 1264 +100 38.91% Q4 2025 Jan 15, 2026
ARVEST INVESTMENTS, INC. History New 356 50 0.01% — 1266 +356 New Q4 2025 Jan 20, 2026
Horizons Wealth Management History No change 360 50 0.03% 0.03% 1267 0 0.0% Q4 2025 Jan 05, 2026
Advanced Asset Management Advisors Inc History No change 348 49 0.01% 0.01% 1268 0 0.0% Q4 2025 Feb 02, 2026
Legacy Bridge, LLC History No change 350 49 0.02% 0.02% 1269 0 0.0% Q4 2025 Jan 23, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 311 48 0.03% 0.03% 1270 0 0.0% Q4 2025 Feb 13, 2026
Corsicana & Co. History No change 341 48 0.03% 0.03% 1271 0 0.0% Q4 2025 Jan 07, 2026
Seneschal Advisors, LLC History No change 343 48 0.04% 0.03% 1272 0 0.0% Q4 2025 Feb 13, 2026
PITTENGER & ANDERSON INC History No change 333 47 0.0% 0.0% 1273 0 0.0% Q4 2025 Feb 02, 2026
Weaver Capital Management LLC History No change 325 45 0.01% 0.01% 1274 0 0.0% Q4 2025 Jan 22, 2026
Newbridge Financial Services Group, Inc. History Added to 314 44 0.01% 0.01% 1275 +66 26.61% Q4 2025 Jan 21, 2026
Byrne Asset Management LLC History No change 315 44 0.02% 0.03% 1276 0 0.0% Q4 2025 Jan 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 305 43 0.0% 0.0% 1277 -18 -5.57% Q4 2025 Feb 13, 2026
Winthrop Capital Management, LLC History No change 304 43 0.01% 0.01% 1278 0 0.0% Q4 2025 Feb 10, 2026
Westside Investment Management, Inc. History No change 300 42 0.01% 0.01% 1279 0 0.0% Q4 2025 Jan 23, 2026
Strive Financial Group ,LLC History New 293 41 0.02% — 1281 +293 New Q4 2025 Feb 18, 2026
DHJJ Financial Advisors, Ltd. History No change 297 41 0.01% 0.01% 1280 0 0.0% Q4 2025 Jan 23, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 289 40 0.02% 0.02% 1282 0 0.0% Q4 2025 Feb 06, 2026
1620 INVESTMENT ADVISORS, INC. History No change 284 40 0.03% 0.03% 1283 0 0.0% Q4 2025 Feb 05, 2026
Evelyn Partners Asset Management Ltd History No change 280 39 0.01% 0.01% 1284 0 0.0% Q4 2025 Feb 13, 2026
Jessup Wealth Management, Inc History New 268 37 0.01% — 1285 +268 New Q4 2025 Feb 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 255 36 0.02% 0.02% 1288 +3 1.19% Q4 2025 Feb 17, 2026
Clean Yield Group History No change 260 36 0.01% 0.01% 1286 0 0.0% Q4 2025 Jan 26, 2026
Cypress Capital Management LLC (WY) History No change 261 36 0.03% 0.03% 1287 0 0.0% Q4 2025 Feb 09, 2026
Vermillion Wealth Management, Inc. History Reduced 250 35 0.01% 0.01% 1291 -13 -4.94% Q4 2025 Feb 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 251 35 0.0% 0.0% 1289 0 0.0% Q4 2025 Jan 20, 2026
IMA Advisory Services, Inc. History No change 250 35 0.0% 0.0% 1290 0 0.0% Q4 2025 Feb 11, 2026
Financial Freedom, LLC History No change 248 35 0.02% 0.02% 1292 0 0.0% Q4 2025 Feb 17, 2026
Kilter Group LLC History Added to 238 33 0.01% 0.02% 1295 +2 0.85% Q4 2025 Feb 13, 2026
TOTH FINANCIAL ADVISORY CORP History No change 235 33 0.0% 0.0% 1293 0 0.0% Q4 2025 Jan 20, 2026
CGC Financial Services, LLC History No change 238 33 0.01% 0.01% 1294 0 0.0% Q4 2025 Feb 03, 2026
Trust Co History No change 220 31 0.0% 0.0% 1296 0 0.0% Q4 2025 Jan 15, 2026
Miller Capital Partners, Inc. History New 210 29 0.01% — 1297 +210 New Q4 2025 Feb 17, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 200 28 0.01% 0.01% 1298 0 0.0% Q4 2025 Jan 27, 2026
S&T BANK/PA History No change 203 28 0.01% 0.01% 1299 0 0.0% Q4 2025 Feb 13, 2026
Transamerica Financial Advisors, LLC History No change 203 28 0.0% 0.0% 1300 0 0.0% Q4 2025 Feb 13, 2026
Beutel, Goodman & Co Ltd. History No change 195 27 0.0% 0.0% 1301 0 0.0% Q4 2025 Feb 13, 2026
Ransom Advisory, Ltd History New 190 26 0.01% — 1302 +190 New Q4 2025 Jan 06, 2026
Elevated Capital Advisors, LLC History New 184 25 0.01% — 1304 +184 New Q4 2025 Jan 27, 2026
Caitlin John, LLC History New 180 25 0.02% — 1305 +180 New Q4 2025 Feb 18, 2026
Advisors Asset Management, Inc. History No change 178 25 0.0% 0.0% 1303 0 0.0% Q4 2025 Feb 12, 2026
Team Financial Group, LLC History Added to 174 24 0.01% 0.01% 1309 +2 1.16% Q4 2025 Jan 13, 2026
McIlrath & Eck, LLC History No change 176 24 0.0% 0.0% 1306 0 0.0% Q4 2025 Feb 03, 2026
Centerpoint Advisors, LLC History No change 170 24 0.01% 0.01% 1307 0 0.0% Q4 2025 Feb 13, 2026
Rice Partnership, LLC History No change 175 24 0.0% 0.0% 1308 0 0.0% Q4 2025 Feb 10, 2026
Fairman Group, LLC History Reduced 166 23 0.02% 0.04% 1310 -213 -56.2% Q4 2025 Feb 13, 2026
ORG Wealth Partners, LLC History Reduced 154 21 0.0% 0.01% 1312 -100 -39.37% Q4 2025 Jan 14, 2026
Addison Advisors LLC History No change 152 21 0.0% 0.0% 1311 0 0.0% Q4 2025 Feb 06, 2026
Evelyn Partners Investment Management (Europe) Ltd History No change 150 21 0.01% 0.01% 1313 0 0.0% Q4 2025 Feb 13, 2026
Catherine Avery Investment Management LLC History No change 149 21 0.01% 0.01% 1314 0 0.0% Q4 2025 Jan 05, 2026
KELLEHER FINANCIAL ADVISORS History No change 142 20 0.0% 0.0% 1315 0 0.0% Q4 2025 Jan 20, 2026
Nemes Rush Group LLC History No change 144 20 0.0% 0.0% 1316 0 0.0% Q4 2025 Feb 11, 2026
C M BIDWELL & ASSOCIATES LTD History No change 140 19 0.01% 0.01% 1317 0 0.0% Q4 2025 Feb 13, 2026
Strategic Wealth Advisors LLC History New 133 18 0.02% — 1319 +133 New Q4 2025 Feb 03, 2026
Family Manage LLC History No change 131 18 0.0% 0.0% 1318 0 0.0% Q4 2025 Feb 17, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 127 17 0.05% 0.05% 1320 0 0.0% Q4 2025 Feb 17, 2026
TSFG, LLC History No change 110 16 0.0% 0.0% 1321 0 0.0% Q4 2025 Feb 04, 2026
Financial Perspectives, Inc History No change 115 16 0.0% 0.0% 1322 0 0.0% Q4 2025 Jan 28, 2026
Advantage Trust Co History No change 120 16 0.01% 0.01% 1323 0 0.0% Q4 2025 Jan 29, 2026
Paladin Advisory Group, LLC History No change 108 15 0.01% 0.01% 1324 0 0.0% Q4 2025 Jan 21, 2026
HOWE & RUSLING INC History Reduced 100 14 0.0% 0.0% 1325 -33 -24.81% Q4 2025 Feb 17, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 100 14 0.01% 0.01% 1326 0 0.0% Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History No change 105 14 0.0% 0.0% 1327 0 0.0% Q4 2025 Jan 22, 2026
Quintet Private Bank (Europe) S.A. History No change 100 14 0.0% 0.0% 1328 0 0.0% Q4 2025 Jan 20, 2026
Root Financial Partners, LLC History Added to 93 13 0.0% 0.0% 1331 +56 151.35% Q4 2025 Feb 10, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 98 13 0.0% 0.0% 1329 0 0.0% Q4 2025 Feb 09, 2026
HHM Wealth Advisors, LLC History No change 93 13 0.0% 0.0% 1330 0 0.0% Q4 2025 Jan 22, 2026
Hughes Financial Services, LLC History No change 97 13 0.0% 0.0% 1332 0 0.0% Q4 2025 Feb 11, 2026
Silicon Valley Capital Partners History No change 88 12 0.0% 0.0% 1333 0 0.0% Q4 2025 Feb 13, 2026
PayPay Securities Corp History Added to 83 11 0.32% 0.32% 1334 +13 18.57% Q4 2025 Jan 26, 2026
TD Capital Management LLC History Added to 75 10 0.0% 0.0% 1336 +1 1.35% Q4 2025 Feb 26, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 75 10 0.0% 0.0% 1335 0 0.0% Q4 2025 Feb 13, 2026
Roble, Belko & Company, Inc History No change 68 10 0.0% 0.0% 1337 0 0.0% Q4 2025 Jan 12, 2026
Inlight Wealth Management, LLC History No change 73 10 0.0% 0.0% 1338 0 0.0% Q4 2025 Jan 23, 2026
Robbins Farley History No change 75 10 0.0% 0.0% 1339 0 0.0% Q4 2025 Jan 23, 2026
Princeton Global Asset Management LLC History No change 70 9 0.0% 0.0% 1340 0 0.0% Q4 2025 Jan 20, 2026
Nova Wealth Management, Inc. History New 60 8 0.01% — 1342 +60 New Q4 2025 Jan 14, 2026
Basepoint Wealth LLC History New 60 8 0.0% — 1343 +60 New Q4 2025 Feb 10, 2026
Center for Financial Planning, Inc. History Reduced 61 8 0.0% 0.0% 1341 -50 -45.05% Q4 2025 Feb 05, 2026
UMB Bank, n.a. History New 51 7 0.0% — 1344 +51 New Q4 2025 Feb 13, 2026
Prestige Wealth Management Group LLC History No change 52 7 0.0% 0.0% 1345 0 0.0% Q4 2025 Feb 11, 2026
Strategic Investment Solutions, Inc. /IL History No change 50 7 0.0% 0.0% 1346 0 0.0% Q4 2025 Feb 27, 2026
Register Financial Advisors LLC History No change 56 7 0.0% 0.0% 1347 0 0.0% Q4 2025 Jan 21, 2026
Comprehensive Financial Planning, Inc./PA History No change 53 7 0.0% 0.0% 1348 0 0.0% Q4 2025 Feb 11, 2026
Lodestone Wealth Management LLC History New 49 6 0.0% — 1349 +49 New Q4 2025 Jan 15, 2026
GGM Financials LLC History No change 49 6 0.0% 0.0% 1350 0 0.0% Q4 2025 Feb 04, 2026
TORONTO DOMINION BANK History New 42 5 0.0% — 1351 +42 New Q4 2025 Feb 17, 2026
Sunrise Financial Services, LLC History New 39 5 0.0% — 1354 +39 New Q4 2025 Feb 11, 2026
IFC & Insurance Marketing, Inc. History New 35 5 0.0% — 1353 +35 New Q4 2025 Feb 12, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 42 5 0.0% 0.0% 1352 0 0.0% Q4 2025 Feb 03, 2026
Darwin Wealth Management, LLC History New 29 4 0.0% — 1357 +29 New Q4 2025 Jan 22, 2026
Rakuten Securities, Inc. History Added to 35 4 0.0% 0.0% 1358 +11 45.83% Q4 2025 Jan 29, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 35 4 0.0% 0.0% 1355 0 0.0% Q4 2025 Feb 04, 2026
Cheviot Value Management, LLC History No change 27 4 0.0% 0.0% 1356 0 0.0% Q4 2025 Feb 03, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 25 3 0.0% 0.0% 1360 -65 -72.22% Q4 2025 Jan 27, 2026
MCGUIRE CAPITAL ADVISORS INC History New 25 3 0.0% — 1361 +25 New Q4 2025 Feb 19, 2026
BFSG, LLC History No change 25 3 0.0% 0.0% 1359 0 0.0% Q4 2025 Jan 22, 2026
Global Wealth Strategies & Associates History Reduced 19 2 0.0% 0.0% 1362 -8 -29.63% Q4 2025 Jan 02, 2026
Tanglewood Legacy Advisors, LLC History No change 15 2 0.0% 0.0% 1363 0 0.0% Q4 2025 Feb 06, 2026
Central Pacific Bank - Trust Division History No change 18 2 0.0% 0.0% 1364 0 0.0% Q4 2025 Jan 07, 2026
New Millennium Group LLC History Reduced 14 1 0.0% 0.0% 1365 -2 -12.5% Q4 2025 Feb 06, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 7 1 0.0% 0.0% 1366 0 0.0% Q4 2025 Jan 28, 2026
WPG Advisers, LLC History No change 11 1 0.0% 0.0% 1367 0 0.0% Q4 2025 Jan 28, 2026
Rede Wealth, LLC History Closed out 0 0 — 4.32% — -38,710 -100.0% Q3 2025 Oct 29, 2025
Murphy, Middleton, Hinkle & Parker, Inc. History Closed out 0 0 — 2.33% — -33,557 -100.0% Q3 2025 Nov 04, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.52% — -20,289 -100.0% Q3 2025 Oct 28, 2025
Diametric Capital, LP History Closed out 0 0 — 0.89% — -16,823 -100.0% Q3 2025 Nov 13, 2025
Main Street Financial Solutions, LLC History Closed out 0 0 — 0.11% — -12,380 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.04% — -11,825 -100.0% Q3 2025 Oct 14, 2025
Vertex Planning Partners, LLC History Closed out 0 0 — 0.28% — -10,418 -100.0% Q3 2025 Nov 18, 2025
Logan Stone Capital, LLC History Closed out 0 0 — 0.64% — -9,918 -100.0% Q3 2025 Nov 14, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.05% — -4,672 -100.0% Q3 2025 Nov 14, 2025
GFS Advisors, LLC History Closed out 0 0 — 0.07% — -4,033 -100.0% Q3 2025 Nov 06, 2025
FSA Investment Group, LLC History Closed out 0 0 — 0.32% — -3,623 -100.0% Q3 2025 Oct 30, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.03% — -3,454 -100.0% Q3 2025 Oct 30, 2025
Northwest Financial Advisors History Closed out 0 0 — 0.49% — -2,706 -100.0% Q3 2025 Nov 06, 2025
NewSquare Capital LLC History Closed out 0 0 — 0.03% — -2,650 -100.0% Q3 2025 Nov 12, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.19% — -2,476 -100.0% Q3 2025 Jan 12, 2026
Foster Group, Inc. History Closed out 0 0 — 0.01% — -2,050 -100.0% Q3 2025 Oct 14, 2025
KFA Private Wealth Group, LLC History Closed out 0 0 — 0.08% — -1,988 -100.0% Q3 2025 Oct 03, 2025
Sensible Money, LLC History Closed out 0 0 — 0.09% — -1,944 -100.0% Q3 2025 Nov 13, 2025
Westmount Partners, LLC History Closed out 0 0 — 0.07% — -1,941 -100.0% Q3 2025 Oct 14, 2025
Vise Technologies, Inc. History Closed out 0 0 — 0.01% — -1,702 -100.0% Q3 2025 Nov 13, 2025
CHANNEL WEALTH LLC History Closed out 0 0 — 0.06% — -1,693 -100.0% Q3 2025 Oct 07, 2025
Pasadena Private Wealth, LLC History Closed out 0 0 — 0.03% — -1,660 -100.0% Q3 2025 Oct 24, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.03% — -1,600 -100.0% Q3 2025 Oct 27, 2025
OneAscent Family Office, LLC History Closed out 0 0 — 0.18% — -1,600 -100.0% Q3 2025 Oct 31, 2025
SCRATCH CAPITAL LLC History Closed out 0 0 — 0.15% — -1,565 -100.0% Q3 2025 Oct 15, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.08% — -1,544 -100.0% Q3 2025 Oct 08, 2025
Community Financial Services Group, LLC History Closed out 0 0 — 0.04% — -1,511 -100.0% Q3 2025 Oct 21, 2025
Fiduciary Alliance LLC History Closed out 0 0 — 0.01% — -1,504 -100.0% Q3 2025 Oct 08, 2025
COLLECTIVE FAMILY OFFICE LLC History Closed out 0 0 — 0.05% — -1,463 -100.0% Q3 2025 Oct 06, 2025
PARTNERS WEALTH MANAGEMENT, LLC History Closed out 0 0 — 0.2% — -1,460 -100.0% Q3 2025 Oct 29, 2025
Octavia Wealth Advisors, LLC History Closed out 0 0 — 0.02% — -1,445 -100.0% Q3 2025 Oct 28, 2025
Renasant Bank History Closed out 0 0 — 0.13% — -1,440 -100.0% Q3 2025 Nov 05, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.02% — -1,285 -100.0% Q3 2025 Nov 13, 2025
North Capital, Inc. History Closed out 0 0 — 0.14% — -1,264 -100.0% Q3 2025 Oct 09, 2025
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -1,015 -100.0% Q3 2025 Oct 31, 2025
Financial Life Planners History Closed out 0 0 — 0.08% — -870 -100.0% Q3 2025 Nov 13, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 — 0.01% — -788 -100.0% Q3 2025 Nov 12, 2025
First PREMIER Bank History Closed out 0 0 — 0.01% — -447 -100.0% Q3 2025 Oct 15, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -376 -100.0% Q3 2025 Nov 03, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.03% — -366 -100.0% Q3 2025 Nov 06, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -318 -100.0% Q3 2025 Nov 07, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.02% — -291 -100.0% Q3 2025 Oct 27, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.01% — -178 -100.0% Q3 2025 Nov 05, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -155 -100.0% Q3 2025 Nov 14, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.01% — -73 -100.0% Q3 2025 Nov 07, 2025
West Branch Capital LLC History No change 4 0 — — — 0 0.0% Q4 2025 Jan 16, 2026
BIRCHBROOK, INC. History No change 90 0 — — — 0 0.0% Q4 2025 Feb 04, 2026