iSHARES TRUST - EFA

Detailed investor-level table based on 13F positions.

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
BlackRock, Inc. History Added to 96,289,972 9,246,725 0.16% 0.16% 1 +184,571 0.19% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Added to 45,950,423 4,412,619 0.54% 0.5% 2 +2,103,342 4.8% Q4 2025 Mar 25, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 44,175,796 4,242,201 0.49% 0.4% 3 +7,052,021 19.0% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 40,215,965 3,861,939 0.28% 0.29% 4 -5,364,951 -11.77% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 31,617,599 3,036,238 0.18% 0.15% 5 +4,244,605 15.51% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 25,046,922 2,405,255 0.44% 0.38% 6 +3,608,940 16.83% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Added to 21,517,515 2,066,327 0.13% 0.11% 7 +1,041,180 5.08% Q4 2025 Feb 11, 2026
NORTHERN TRUST CORP History Added to 21,303,587 2,045,783 0.26% 0.25% 8 +205,935 0.98% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 16,223,447 1,557,937 0.25% 0.26% 9 -1,885,620 -10.41% Q4 2025 Jan 29, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 15,736,766 1,511,201 17.63% 18.66% 10 +1,922,902 13.92% Q4 2025 Feb 05, 2026
JANE STREET GROUP, LLC History Reduced 14,255,024 1,368,909 0.21% 0.23% 11 -2,176,135 -13.24% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 14,020,648 1,346,403 0.22% 12 +14,020,648 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 9,816,385 942,667 0.23% 0.16% 13 +2,089,425 27.04% Q4 2025 Feb 13, 2026
CITIGROUP INC History Reduced 9,277,387 890,907 0.39% 0.39% 14 -211,339 -2.23% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 8,767,497 841,942 0.04% 0.04% 15 -119,466 -1.34% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 8,500,255 816,279 0.66% 0.66% 16 -185,252 -2.13% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 8,457,292 812,153 0.44% 0.48% 17 -39,914 -0.47% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Added to 8,070,545 775,014 0.14% 0.13% 18 +22,763 0.28% Q4 2025 Feb 10, 2026
Squarepoint Ops LLC History Added to 7,733,939 742,690 0.79% 0.59% 19 +1,442,667 22.93% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 7,187,071 690,166 0.81% 0.82% 20 -210,919 -2.85% Q4 2025 Jan 30, 2026
AlTi Global, Inc. History Added to 6,152,935 590,866 12.67% 13.14% 21 +152,513 2.54% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 5,991,786 575,391 0.24% 0.3% 22 -1,520,137 -20.24% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 5,973,919 573,675 0.17% 0.17% 23 -449,855 -7.0% Q4 2025 Feb 10, 2026
LPL Financial LLC History Added to 5,879,761 564,633 0.15% 0.15% 24 +349,899 6.33% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 5,524,477 530,515 0.18% 0.18% 25 +403,316 7.88% Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 5,306,986 509,629 0.08% 0.11% 26 -2,421,507 -31.33% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,879,890 429,836 0.19% 0.23% 27 +598,681 46.73% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Reduced 4,367,470 419,408 0.64% 0.63% 28 -62,769 -1.42% Q4 2025 Feb 05, 2026
TRUIST FINANCIAL CORP History Added to 4,253,168 408,431 0.54% 0.52% 29 +162,193 3.96% Q4 2025 Feb 02, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,718,556 357,092 0.11% 0.1% 30 +269,137 7.8% Q4 2025 Feb 18, 2026
Parallax Volatility Advisers, L.P. History Added to 3,415,500 327,990 0.65% 0.14% 31 +2,399,678 236.23% Q4 2025 Feb 17, 2026
Allianz Asset Management GmbH History Added to 3,411,733 327,628 0.33% 0.21% 32 +1,376,098 67.6% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 3,277,441 314,741 0.37% 0.34% 33 +492,444 17.68% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 2,992,615 287,394 0.18% 0.23% 34 -676,980 -18.45% Q4 2025 Feb 17, 2026
Sand Hill Global Advisors, LLC History Added to 2,897,259 278,223 9.71% 9.34% 35 +55,971 1.97% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 2,768,816 265,971 0.06% 0.07% 36 -613,507 -18.14% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 2,499,226 240,000 0.15% 0.15% 37 +38,518 1.57% Q4 2025 Feb 10, 2026
NATIXIS ADVISORS, LLC History Added to 2,472,657 237,449 0.34% 0.32% 38 +130,880 5.59% Q4 2025 Feb 10, 2026
Hackensack Meridian Health, Inc. History No change 2,440,932 234,402 21.37% 23.41% 39 0 0.0% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 2,429,988 233,351 0.93% 0.63% 40 +645,794 36.2% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 2,327,407 223,265 0.3% 0.31% 41 +191,390 8.96% Q4 2025 Mar 09, 2026
Badgley Phelps Wealth Managers, LLC History Added to 2,261,770 217,197 3.98% 4.3% 42 +72,740 3.32% Q4 2025 Jan 28, 2026
MACKENZIE FINANCIAL CORP History Added to 2,197,356 211,496 0.25% 0.24% 43 +50,525 2.35% Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History Reduced 2,146,484 206,126 0.25% 0.27% 44 -251,699 -10.5% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,134,355 204,962 0.37% 0.35% 45 +219,689 11.47% Q4 2025 Mar 16, 2026
REGIONS FINANCIAL CORP History New 2,093,177 201,007 1.29% 46 +2,093,177 New Q4 2025 Jan 27, 2026
Creative Planning History Reduced 2,069,349 198,719 0.14% 0.15% 47 -5,604 -0.27% Q4 2025 Feb 17, 2026
Hirtle Callaghan & Co LLC History Reduced 2,007,546 192,784 6.56% 6.61% 48 -6,917 -0.34% Q4 2025 Feb 04, 2026
Capital International Investors History Added to 1,966,497 189,648 0.03% 0.01% 49 +1,275,694 184.67% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,951,231 187,376 2.06% 2.05% 50 +64,898 3.44% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Added to 1,881,846 180,713 0.2% 0.2% 51 +68,801 3.79% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 1,651,750 158,617 0.17% 0.17% 52 +9,810 0.6% Q4 2025 Feb 06, 2026
Financial Engines Advisors L.L.C. History Reduced 1,644,234 157,895 0.3% 0.3% 53 -36,757 -2.19% Q4 2025 Feb 12, 2026
M&T BANK CORP History Reduced 1,626,722 156,214 0.5% 0.51% 54 -1,263 -0.08% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 1,630,246 155,176 0.23% 0.24% 55 +22,305 1.39% Q4 2025 Feb 11, 2026
SG Americas Securities, LLC History Added to 1,603,139 153,949 0.2% 0.12% 56 +1,223,126 321.86% Q4 2025 Jan 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 1,585,269 152,233 0.55% 0.52% 57 -7,991 -0.5% Q4 2025 Jan 30, 2026
Focus Partners Wealth History Added to 1,547,413 148,588 0.17% 0.13% 58 +653,178 73.04% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 1,533,523 147,264 0.13% 0.13% 59 +66,192 4.51% Q4 2025 Feb 13, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 1,526,607 147,225 0.3% 0.0% 60 +1,512,625 10818.37% Q4 2025 Feb 09, 2026
Align Financial, LLC History New 145,445 145,445 0.08% 61 +145,445 New Q4 2025 Feb 17, 2026
Jain Global LLC History Reduced 1,483,021 142,414 0.69% 0.7% 62 -106,979 -6.73% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,463,552 140,545 0.21% 0.22% 63 +41,721 2.93% Q4 2025 Feb 18, 2026
OSAIC HOLDINGS, INC. History Added to 1,440,272 138,344 0.2% 0.19% 64 +1,862 0.13% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 1,407,271 135,140 0.21% 0.21% 65 -5,822 -0.41% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 1,386,144 133,111 0.23% 0.2% 66 +113,833 8.95% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,345,670 129,224 0.04% 0.03% 67 +192,817 16.73% Q4 2025 Feb 17, 2026
Arvest Bank Trust Division History Reduced 1,333,766 128,081 6.94% 6.98% 68 -13,889 -1.03% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 1,298,571 124,701 0.24% 0.25% 69 +2,195 0.17% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 1,272,638 122,211 2.71% 2.9% 70 -154,678 -10.84% Q4 2025 Feb 04, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 1,252,285 120,256 0.21% 0.41% 71 -1,278,548 -50.52% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Reduced 1,186,474 113,937 0.36% 0.36% 72 -24,206 -2.0% Q4 2025 Feb 02, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,114,057 109,512 0.15% 0.15% 73 +35,445 3.29% Q4 2025 Jan 08, 2026
WoodTrust Financial Corp History Added to 1,075,287 103,260 12.05% 11.77% 74 +16,600 1.57% Q4 2025 Jan 30, 2026
CIBC Asset Management Inc History Reduced 1,066,507 102,416 0.25% 0.81% 75 -1,927,731 -64.38% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,061,225 101,909 0.14% 0.13% 76 +10,276 0.98% Q4 2025 Feb 12, 2026
Prosperity Consulting Group, LLC History Added to 995,723 95,619 4.3% 3.73% 77 +186,030 22.98% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 992,266 95,287 0.57% 0.58% 78 -30,097 -2.94% Q4 2025 Feb 09, 2026
Linscomb Wealth, Inc. History Reduced 978,336 93,949 3.94% 3.99% 79 -14,105 -1.42% Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Added to 929,302 89,240 0.12% 0.1% 80 +97,363 11.7% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 927,756 89,092 0.34% 81 +927,756 New Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 926,883 89,008 0.24% 0.21% 82 +72,180 8.45% Q4 2025 Feb 17, 2026
BOKF, NA History Reduced 925,553 88,880 1.36% 1.36% 83 -41,083 -4.25% Q4 2025 Feb 03, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 899,276 86,358 0.21% 0.07% 84 +590,047 190.81% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 896,683 86,108 0.41% 85 +896,683 New Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 895,323 85,980 0.65% 86 +895,323 New Q4 2025 Feb 18, 2026
Ensign Peak Advisors, Inc History Added to 835,796 80,261 0.14% 0.13% 87 +15,482 1.89% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 832,255 79,921 0.08% 0.0% 88 +826,217 13683.62% Q4 2025 Feb 17, 2026
Mondrian Investment Partners LTD History Added to 831,595 79,858 1.32% 0.56% 89 +474,219 132.69% Q4 2025 Feb 09, 2026
OLD MISSION CAPITAL LLC History Added to 11,366,528 79,711 1.82% 0.81% 90 +6,896,028 154.26% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 821,593 78,897 2.26% 2.19% 91 +19,879 2.48% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Added to 821,334 78,872 0.97% 0.99% 92 +1,469 0.18% Q4 2025 Jan 26, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 788,652 75,734 14.35% 15.19% 93 0 0.0% Q4 2025 Feb 09, 2026
MML INVESTORS SERVICES, LLC History Added to 778,926 74,800 0.18% 0.17% 94 +78,297 11.18% Q4 2025 Feb 13, 2026
STOCK YARDS BANK & TRUST CO History Added to 771,704 74,106 2.27% 2.16% 95 +35,209 4.78% Q4 2025 Jan 21, 2026
Janney Montgomery Scott LLC History Added to 726,719 69,787 0.16% 0.16% 96 +2,014 0.28% Q4 2025 Feb 11, 2026
HANCOCK WHITNEY CORP History Added to 725,799 69,698 1.26% 1.22% 97 +4,858 0.67% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 723,329 69,461 0.02% 0.02% 98 +8,246 1.15% Q4 2025 Feb 11, 2026
Miller Investment Management, LP History Reduced 715,962 68,753 6.71% 7.67% 99 -101,978 -12.47% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Added to 705,346 67,734 0.18% 0.18% 100 +11,993 1.73% Q4 2025 Feb 05, 2026
AMG National Trust Bank History Reduced 702,790 67,488 1.59% 1.6% 101 -4,829 -0.68% Q4 2025 Jan 30, 2026
Absolute Gestao de Investimentos Ltda. History Added to 692,000 66,452 6.95% 3.47% 102 +406,500 142.38% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 688,274 66,094 0.28% 0.26% 103 +47,280 7.38% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 682,820 65,571 1.11% 0.52% 104 +371,990 119.68% Q4 2025 Feb 17, 2026
USA FINANCIAL FORMULAS History Reduced 670,448 64,383 11.71% 11.37% 105 -20,754 -3.0% Q4 2025 Jan 14, 2026
Valeo Financial Advisors, LLC History Added to 663,613 63,726 1.42% 1.39% 106 +9,098 1.39% Q4 2025 Feb 04, 2026
BONTEMPO OHLY CAPITAL MGMT LLC History Reduced 644,953 61,934 26.68% 26.25% 107 -4,073 -0.63% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History Reduced 642,637 61,712 2.18% 3.0% 108 -6,795 -1.05% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Added to 637,888 61,256 0.33% 0.18% 109 +254,913 66.56% Q4 2025 Jan 29, 2026
Confluence Wealth Services, Inc. History Added to 622,536 59,782 2.48% 2.72% 110 +31,766 5.38% Q4 2025 Jan 28, 2026
BANK OF NOVA SCOTIA History Reduced 619,251 59,466 0.09% 0.37% 111 -1,621,590 -72.37% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 613,693 58,932 0.02% 0.02% 112 +1,509 0.25% Q4 2025 Feb 11, 2026
Accredited Investors Inc. History Reduced 606,562 58,248 3.09% 3.24% 113 -15,221 -2.45% Q4 2025 Feb 05, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 605,968 58,191 3.67% 4.52% 114 -139,738 -18.74% Q4 2025 Feb 17, 2026
Aristotle Capital Management, LLC History Added to 603,418 57,947 0.12% 0.08% 115 +181,112 42.89% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Added to 603,781 57,282 0.7% 0.01% 116 +587,453 3597.83% Q4 2025 Jan 21, 2026
Painted Porch Advisors LLC History New 592,096 56,858 22.87% 117 +592,096 New Q4 2025 Mar 19, 2026
FIRST HORIZON CORP History Reduced 588,793 56,541 2.53% 2.61% 118 -5,797 -0.97% Q4 2025 Jan 27, 2026
SCS Capital Management LLC History Reduced 587,733 56,440 0.6% 0.61% 119 -7,257 -1.22% Q4 2025 Feb 10, 2026
Twin Tree Management, LP History Reduced 582,500 55,937 0.49% 0.51% 120 -722,900 -55.38% Q4 2025 Feb 11, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 568,058 54,550 1.4% 1.38% 121 -13,139 -2.26% Q4 2025 Jan 07, 2026
Savant Capital, LLC History Added to 554,455 53,244 0.3% 0.28% 122 +54,915 10.99% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 554,166 53,216 0.03% 0.02% 123 +191,354 52.74% Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History Added to 553,266 53,130 1.66% 1.67% 124 +3,769 0.69% Q4 2025 Feb 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 552,162 53,024 1.13% 1.13% 125 +14,842 2.76% Q4 2025 Feb 05, 2026
Wealthspire Advisors, LLC History Reduced 547,576 52,583 0.42% 0.54% 126 -563,890 -50.73% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 547,451 52,571 0.59% 0.66% 127 +54,854 11.14% Q4 2025 Feb 03, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 542,662 52,111 0.43% 0.4% 128 +32,309 6.33% Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 540,345 51,889 0.6% 0.59% 129 -8,276 -1.51% Q4 2025 Jan 21, 2026
Wilmington Savings Fund Society, FSB History Added to 531,448 51,034 1.2% 1.06% 130 +58,751 12.43% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 523,186 50,241 0.63% 0.6% 131 +32,130 6.54% Q4 2025 Feb 09, 2026
FIDUCIENT ADVISORS LLC History Reduced 523,107 50,234 6.23% 5.79% 132 -7,881 -1.48% Q4 2025 Feb 10, 2026
CIBC WORLD MARKET INC. History Reduced 518,990 49,838 0.08% 0.09% 133 -35,442 -6.39% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 515,056 49,672 0.63% 0.65% 134 -15,424 -2.91% Q4 2025 Jan 23, 2026
Fiera Capital Corp History Added to 515,371 49,491 0.16% 0.15% 135 +6,444 1.27% Q4 2025 Feb 11, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 509,258 49,097 1.45% 0.18% 136 +478,428 1551.83% Q4 2025 Feb 13, 2026
Allspring Global Investments Holdings, LLC History Reduced 502,488 48,761 0.08% 0.1% 137 -186,900 -27.11% Q4 2025 Jan 15, 2026
BTC Capital Management, Inc. History Added to 496,778 47,664 3.33% 3.19% 138 +1,857 0.38% Q4 2025 Jan 15, 2026
Calamos Advisors LLC History Reduced 506,000 47,245 0.18% 0.33% 139 -507,700 -50.08% Q4 2025 Jan 29, 2026
WIT, LLC History No change 491,177 47,167 0.95% 1.04% 140 0 0.0% Q4 2025 Feb 17, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 490,106 47,064 2.9% 2.9% 141 +2,949 0.61% Q4 2025 Feb 12, 2026
IFG Advisors, LLC History Added to 481,158 46,205 7.69% 7.11% 142 +14,632 3.14% Q4 2025 Jan 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 470,192 45,311 0.08% 0.09% 143 +1,040 0.22% Q4 2025 Feb 05, 2026
Redwood Investment Management, LLC History Reduced 470,377 45,170 5.08% 5.27% 144 -50,540 -9.7% Q4 2025 Feb 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 467,574 44,901 0.6% 0.61% 145 -12,775 -2.66% Q4 2025 Jan 30, 2026
Lepercq De Neuflize Asset Management LLC History No change 466,000 44,749 25.59% 25.11% 146 0 0.0% Q4 2025 Feb 20, 2026
1ST SOURCE BANK History Reduced 465,150 44,668 2.34% 2.36% 147 -14,584 -3.04% Q4 2025 Feb 05, 2026
NISA INVESTMENT ADVISORS, LLC History No change 459,150 44,092 0.15% 0.17% 148 0 0.0% Q4 2025 Jan 15, 2026
Beacon Pointe Advisors, LLC History Added to 456,336 43,821 0.31% 0.28% 149 +107,138 30.68% Q4 2025 Feb 18, 2026
HT Partners LLC History Reduced 455,426 43,734 13.0% 13.01% 150 -281 -0.06% Q4 2025 Jan 21, 2026
Atria Investments, Inc History Added to 445,468 42,778 0.49% 0.45% 151 +21,172 4.99% Q4 2025 Feb 05, 2026
Turim 21 Investimentos Ltda. History Added to 442,127 42,457 16.39% 13.21% 152 +21,783 5.18% Q4 2025 Feb 17, 2026
MIO Partners, Inc. History New 436,400 41,907 9.43% 153 +436,400 New Q4 2025 Jan 28, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Added to 435,373 41,808 1.99% 1.91% 154 +14,684 3.49% Q4 2025 Jan 23, 2026
Storen Legacy Partners, LLC History New 430,985 41,387 12.98% 155 +430,985 New Q4 2025 Mar 05, 2026
GREENLEAF TRUST History Reduced 427,611 41,063 0.38% 0.37% 156 -7,095 -1.63% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History Added to 425,069 40,819 0.12% 0.11% 157 +25,395 6.35% Q4 2025 Feb 13, 2026
MainStreet Investment Advisors LLC History Reduced 422,804 40,601 5.84% 5.68% 158 -29,585 -6.54% Q4 2025 Feb 10, 2026
OMERS ADMINISTRATION Corp History No change 420,175 40,328 0.29% 0.28% 159 0 0.0% Q4 2025 Feb 13, 2026
Destination Wealth Management History Added to 418,785 40,133 1.05% 1.07% 160 +1,751 0.42% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 414,957 39,848 0.45% 0.52% 161 +92,280 28.6% Q4 2025 Jan 29, 2026
MIRAE ASSET SECURITIES (USA) INC. History New 400,606 38,441 1.06% 162 +400,606 New Q4 2025 Feb 11, 2026
Modern Wealth Management, LLC History Reduced 399,287 38,343 0.7% 0.9% 163 -87,800 -18.03% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 398,489 38,266 0.22% 0.23% 164 +3,239 0.82% Q4 2025 Feb 13, 2026
Equitable Holdings, Inc. History Reduced 397,387 38,161 0.26% 0.32% 165 -73,828 -15.67% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 394,436 37,877 0.53% 0.52% 166 -3,614 -0.91% Q4 2025 Feb 03, 2026
Composition Wealth, LLC History Reduced 389,626 37,415 0.54% 0.55% 167 -4,875 -1.24% Q4 2025 Feb 02, 2026
Grant Street Asset Management, Inc. History Added to 388,090 37,268 7.51% 7.32% 168 +16,868 4.54% Q4 2025 Jan 28, 2026
Keel Point, LLC History Reduced 387,824 37,242 2.24% 2.27% 169 -7,524 -1.9% Q4 2025 Feb 12, 2026
DT Investment Partners, LLC History Reduced 385,275 36,997 3.06% 3.06% 170 -1,590 -0.41% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 375,515 36,060 0.27% 0.28% 171 +744 0.2% Q4 2025 Feb 12, 2026
Coastline Trust Co History Added to 373,243 35,842 3.37% 1.63% 172 +211,037 130.1% Q4 2025 Jan 05, 2026
Checchi Capital Advisers, LLC History Reduced 371,865 35,710 1.82% 1.82% 173 -3,357 -0.89% Q4 2025 Jan 27, 2026
Curi Capital, LLC History Added to 368,638 35,400 0.61% 0.58% 174 +30,613 9.06% Q4 2025 Feb 17, 2026
State of Wyoming History Added to 367,422 35,283 3.86% 3.85% 175 +6,085 1.68% Q4 2025 Feb 11, 2026
Paulson Wealth Management Inc. History Reduced 365,411 35,090 8.11% 8.21% 176 -6,475 -1.74% Q4 2025 Feb 05, 2026
HSBC HOLDINGS PLC History Reduced 363,989 34,927 0.02% 0.09% 177 -1,405,307 -79.43% Q4 2025 Mar 20, 2026
COMMERCE BANK History Reduced 362,976 34,856 0.19% 0.19% 178 -7,286 -1.97% Q4 2025 Feb 13, 2026
Ryan Investment Management, Inc. History Reduced 361,074 34,673 19.2% 24.83% 179 -117,494 -24.55% Q4 2025 Jan 12, 2026
UNIQUE WEALTH, LLC History Reduced 349,763 33,587 4.69% 4.87% 180 -5,840 -1.64% Q4 2025 Jan 06, 2026
StoneX Group Inc. History Added to 348,324 33,452 1.45% 1.31% 181 +27,562 8.59% Q4 2025 Feb 12, 2026
CASTLEARK MANAGEMENT LLC History No change 347,580 33,378 0.98% 0.91% 182 0 0.0% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 338,034 32,461 0.67% 1.45% 183 +247,782 274.54% Q4 2025 Feb 17, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 334,897 32,160 5.3% 184 +334,897 New Q4 2025 Feb 18, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 331,267 31,753 0.09% 0.05% 185 +125,406 60.92% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History No change 325,864 31,292 0.1% 0.1% 186 0 0.0% Q4 2025 Jan 15, 2026
Lido Advisors, LLC History Reduced 327,665 31,051 0.09% 0.1% 187 -4,259 -1.28% Q4 2025 Feb 10, 2026
Brewster Financial Planning LLC History Added to 322,130 30,934 19.01% 18.9% 188 +288 0.09% Q4 2025 Jan 14, 2026
Summit Trail Advisors, LLC History Reduced 317,326 30,472 0.53% 0.51% 189 -74,793 -19.07% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Added to 316,469 30,390 2.48% 2.16% 190 +49,850 18.7% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 314,650 30,215 0.02% 0.02% 191 +36,406 13.08% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Added to 312,150 29,975 0.29% 0.21% 192 +144,189 85.85% Q4 2025 Feb 10, 2026
New Harbor Financial Group, LLC History Added to 311,276 29,891 5.48% 5.67% 193 +11,463 3.82% Q4 2025 Jan 30, 2026
Verger Capital Management LLC History Added to 306,248 29,409 8.71% 8.79% 194 +16,106 5.55% Q4 2025 Feb 02, 2026
Jasper Ridge Partners, L.P. History No change 304,801 29,270 0.65% 0.64% 195 0 0.0% Q4 2025 Feb 12, 2026
Nearwater Capital Markets, Ltd History New 300,000 28,809 0.49% 196 +300,000 New Q4 2025 Feb 17, 2026
First Pacific Financial History Added to 299,748 28,784 3.76% 3.82% 197 +5,609 1.91% Q4 2025 Jan 16, 2026
Mesirow Financial Investment Management, Inc. History Reduced 293,732 28,207 0.58% 0.59% 198 -56,555 -16.15% Q4 2025 Feb 05, 2026
COURIER CAPITAL LLC History Added to 292,200 28,059 1.58% 1.55% 199 +1,715 0.59% Q4 2025 Jan 29, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 292,159 28,056 2.28% 1.5% 200 +104,737 55.88% Q4 2025 Feb 17, 2026
Arbor Investment Advisors, LLC History Reduced 289,862 27,835 3.66% 3.58% 201 -12,518 -4.14% Q4 2025 Jan 23, 2026
Stairway Partners, LLC History Reduced 287,873 27,644 1.43% 1.51% 202 -16,862 -5.53% Q4 2025 Jan 05, 2026
Greenfield FTC, Inc. History Reduced 286,330 27,496 3.62% 7.57% 203 -124,943 -30.38% Q4 2025 Jan 14, 2026
Tanglewood Wealth Management, Inc. History Reduced 282,825 27,159 2.49% 2.52% 204 -8,019 -2.76% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Added to 282,022 27,082 0.22% 0.22% 205 +43,288 18.13% Q4 2025 Feb 17, 2026
PITTENGER & ANDERSON INC History Added to 281,749 27,056 1.04% 0.92% 206 +13,979 5.22% Q4 2025 Feb 02, 2026
D.A. DAVIDSON & CO. History Reduced 280,604 26,946 0.17% 0.21% 207 -72,464 -20.52% Q4 2025 Jan 29, 2026
Latigo Investments, LLC History No change 278,590 26,752 13.16% 13.11% 208 0 0.0% Q4 2025 Feb 17, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 277,899 26,686 7.65% 7.38% 209 +20,283 7.87% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 276,957 26,596 0.14% 210 +276,957 New Q4 2025 Feb 18, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 276,241 26,527 0.33% 0.27% 211 +9,632 3.61% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Reduced 275,631 26,468 0.17% 0.19% 212 -21,887 -7.36% Q4 2025 Jan 28, 2026
Allie Family Office LLC History Added to 274,457 26,356 12.31% 12.12% 213 +696 0.25% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 268,672 25,800 0.13% 0.11% 214 +81,862 43.82% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 267,400 25,678 0.04% 0.06% 215 -147,700 -35.58% Q4 2025 Feb 13, 2026
Volterra Technologies LP History Reduced 265,000 25,447 2.57% 5.76% 216 -453,800 -63.13% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 263,929 25,345 0.04% 0.01% 217 +156,141 144.86% Q4 2025 Feb 17, 2026
ARRIEN INVESTMENTS, INC. History Reduced 261,908 25,151 14.18% 14.52% 218 -3,926 -1.48% Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Reduced 259,548 24,924 0.18% 0.21% 219 -35,037 -11.89% Q4 2025 Feb 12, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Added to 257,175 24,696 2.67% 2.8% 220 +1,485 0.58% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Reduced 254,265 24,417 0.1% 0.12% 221 -33,707 -11.7% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Added to 252,716 24,268 1.44% 1.39% 222 +45 0.02% Q4 2025 Jan 29, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 252,138 24,212 0.17% 0.14% 223 +30,774 13.9% Q4 2025 Feb 17, 2026
Idaho Trust Co History Added to 251,705 24,171 8.01% 6.88% 224 +32,805 14.99% Q4 2025 Feb 05, 2026
PINKERTON WEALTH, LLC History Reduced 249,621 23,971 2.46% 2.6% 225 -9,152 -3.54% Q4 2025 Feb 06, 2026
Napier Financial, LLC History New 248,082 23,823 5.95% 226 +248,082 New Q4 2025 Feb 11, 2026
Cornerstone Management, Inc. History Added to 246,834 23,703 3.87% 3.76% 227 +3,205 1.32% Q4 2025 Feb 06, 2026
Point72 Asset Management, L.P. History New 243,991 23,430 0.03% 228 +243,991 New Q4 2025 Feb 17, 2026
71 West Capital Partners History New 243,835 23,415 1.08% 229 +243,835 New Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 242,000 23,239 0.06% 0.1% 230 -174,900 -41.95% Q4 2025 Feb 17, 2026
Prosperity Planning, Inc. History Reduced 241,365 23,178 6.06% 6.23% 231 -6,124 -2.47% Q4 2025 Jan 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 241,177 23,160 0.34% 0.34% 232 -4,231 -1.72% Q4 2025 Feb 09, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 240,560 23,100 2.49% 2.36% 233 +100 0.04% Q4 2025 Feb 17, 2026
BRIGHTON JONES LLC History Added to 240,119 23,058 0.85% 0.54% 234 +779 0.33% Q4 2025 Jan 27, 2026
Portland Global Advisors LLC History Added to 238,998 22,950 2.46% 2.44% 235 +4,470 1.91% Q4 2025 Feb 10, 2026
STEPHENS INC /AR/ History Added to 238,672 22,919 0.29% 0.22% 236 +51,649 27.62% Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History Added to 233,599 22,432 0.39% 0.37% 237 +64,031 37.76% Q4 2025 Feb 09, 2026
VESTOR CAPITAL, LLC History Reduced 11,936 22,417 1.55% 1.45% 238 -230,019 -95.07% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 228,816 21,973 0.02% 239 +228,816 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 226,647 21,764 0.4% 0.38% 240 +6,927 3.15% Q4 2025 Feb 11, 2026
Fluent Financial, LLC History Added to 225,039 21,610 8.24% 6.07% 241 +59,019 35.55% Q4 2025 Jan 14, 2026
Steward Partners Investment Advisory, LLC History Added to 224,761 21,583 0.12% 0.12% 242 +6,021 2.75% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History Reduced 227,166 21,554 1.91% 1.97% 243 -3,456 -1.5% Q4 2025 Jan 28, 2026
CAPE ANN SAVINGS BANK History Added to 223,208 21,434 11.0% 11.04% 244 +1,690 0.76% Q4 2025 Jan 28, 2026
Midwest Trust Co History Added to 218,580 20,990 0.26% 0.27% 245 +382 0.18% Q4 2025 Feb 04, 2026
Financial & Tax Architects, LLC History Reduced 216,618 20,801 4.67% 4.9% 246 -21,024 -8.85% Q4 2025 Jan 21, 2026
MetLife Investment Management, LLC History Reduced 216,300 20,771 0.1% 0.22% 247 -273,100 -55.8% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 216,096 20,751 0.24% 0.23% 248 -5,707 -2.57% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 211,406 20,301 0.5% 0.44% 249 +26,623 14.41% Q4 2025 Jan 28, 2026
OPPENHEIMER & CO INC History Added to 209,386 20,107 0.29% 0.22% 250 +14,914 7.67% Q4 2025 Feb 02, 2026
Strategies Wealth Advisors, LLC History Reduced 209,209 20,090 2.01% 2.1% 251 -7,080 -3.27% Q4 2025 Feb 13, 2026
Waterway Wealth Management, LLC History Reduced 207,203 19,897 4.5% 4.81% 252 -63,342 -23.41% Q4 2025 Feb 17, 2026
CAMBIAR INVESTORS LLC History Added to 206,175 19,798 0.88% 0.35% 253 +123,126 148.26% Q4 2025 Jan 23, 2026
Private Advisor Group, LLC History Added to 204,233 19,612 0.09% 0.09% 254 +7,749 3.94% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 203,921 19,582 0.34% 0.03% 255 +189,113 1277.1% Q4 2025 Feb 19, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History New 201,192 19,320 0.3% 256 +201,192 New Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 199,363 19,144 0.1% 0.13% 257 -36,751 -15.56% Q4 2025 Feb 12, 2026
Taikang Asset Management (Hong Kong) Co Ltd History Reduced 198,844 19,094 1.89% 2.69% 258 -58,699 -22.79% Q4 2025 Feb 17, 2026
Fort Point Capital Partners LLC History Added to 191,565 19,014 2.13% 2.1% 259 +654 0.34% Q4 2025 Feb 13, 2026
Heartwood Wealth Advisors LLC History Reduced 194,348 18,663 1.72% 1.72% 260 -2,529 -1.28% Q4 2025 Jan 12, 2026
Drucker Wealth 3.0, LLC History Added to 192,644 18,499 3.25% 2.99% 261 +12,514 6.95% Q4 2025 Feb 03, 2026
LMCG INVESTMENTS, LLC History Added to 192,207 18,457 1.06% 0.93% 262 +21,887 12.85% Q4 2025 Feb 03, 2026
HMS Capital Management, LLC History Added to 191,720 18,410 7.62% 7.48% 263 +1,190 0.62% Q4 2025 Jan 16, 2026
Tandem Wealth Advisors LLC History Added to 228,315 18,364 8.23% 8.19% 264 +43,705 23.67% Q4 2025 Feb 12, 2026
Caprock Group, LLC History Added to 189,857 18,231 0.39% 0.34% 265 +37,772 24.84% Q4 2025 Jan 28, 2026
Constellation Investments, Inc. History No change 188,431 18,095 0.56% 0.82% 266 0 0.0% Q4 2025 Jan 21, 2026
Fifth Third Wealth Advisors LLC History Added to 187,049 17,962 0.63% 0.63% 267 +4,297 2.35% Q4 2025 Jan 15, 2026
INTEGRITY ALLIANCE, LLC. History Added to 186,262 17,886 0.65% 0.63% 268 +41,731 28.87% Q4 2025 Feb 09, 2026
CWM, LLC History Added to 185,319 17,796 0.05% 0.05% 269 +8,896 5.04% Q4 2025 Jan 26, 2026
IMC-Chicago, LLC History New 184,956 17,761 0.01% 270 +184,956 New Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Added to 183,402 17,610 0.07% 0.07% 271 +5,633 3.17% Q4 2025 Feb 12, 2026
Venturi Wealth Management, LLC History Added to 180,647 17,347 0.77% 0.77% 272 +2,340 1.31% Q4 2025 Jan 22, 2026
Evercore Wealth Management, LLC History Added to 180,501 17,333 0.25% 0.24% 273 +6,294 3.61% Q4 2025 Feb 17, 2026
Aries Wealth Management History Added to 176,664 16,965 3.76% 3.46% 274 +20,135 12.86% Q4 2025 Jan 30, 2026
iA Global Asset Management Inc. History Reduced 175,994 16,901 0.22% 0.31% 275 -63,642 -26.56% Q4 2025 Feb 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 174,772 16,783 0.22% 0.21% 276 +7,554 4.52% Q4 2025 Jan 22, 2026
Quent Capital, LLC History Added to 174,458 16,753 1.21% 1.36% 277 +114 0.07% Q4 2025 Jan 29, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 174,398 16,747 0.25% 0.25% 278 -1,117 -0.64% Q4 2025 Feb 09, 2026
Pitti Group Wealth Management, LLC History Added to 174,384 16,746 13.77% 13.84% 279 +205 0.12% Q4 2025 Feb 13, 2026
CIBC WORLD MARKETS CORP History New 174,013 16,710 0.08% 280 +174,013 New Q4 2025 Feb 12, 2026
Allworth Financial LP History New 173,821 16,692 0.07% 281 +173,821 New Q4 2025 Feb 05, 2026
Ted Buchan & Co History Added to 173,417 16,653 6.11% 5.79% 282 +15,091 9.53% Q4 2025 Feb 11, 2026
Ethos Financial Group, LLC History Reduced 173,293 16,641 1.23% 1.29% 283 -2,075 -1.18% Q4 2025 Jan 20, 2026
OpenArc Corporate Advisory, LLC History New 172,841 16,597 0.27% 284 +172,841 New Q4 2025 Feb 13, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 170,529 16,375 1.47% 1.44% 285 -5,448 -3.1% Q4 2025 Jan 30, 2026
SHERMAN PORFOLIOS, LLC History Added to 169,809 16,306 1.11% 3.32% 286 +70,346 70.73% Q4 2025 Feb 17, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 168,876 16,217 2.17% 2.91% 287 -4,540 -2.62% Q4 2025 Jan 23, 2026
ODonnell Financial Services, LLC History Added to 168,777 16,207 5.54% 5.45% 288 +4,799 2.93% Q4 2025 Jan 29, 2026
WHITTIER TRUST CO History Added to 164,707 16,190 0.18% 0.17% 289 +6,585 4.16% Q4 2025 Jan 26, 2026
Farther Finance Advisors, LLC History Added to 168,386 16,170 0.17% 0.17% 290 +47,419 39.2% Q4 2025 Jan 23, 2026
F/m Investments LLC History Reduced 168,222 16,154 0.61% 0.62% 291 -4,244 -2.46% Q4 2025 Feb 03, 2026
Presper Financial Architects, LLC History Added to 167,362 16,071 9.09% 8.92% 292 +2,690 1.63% Q4 2025 Feb 05, 2026
Heritage Wealth Advisors History Reduced 165,915 15,932 0.61% 0.68% 293 -44 -0.03% Q4 2025 Feb 13, 2026
Calamos Wealth Management LLC History Reduced 165,381 15,881 0.55% 0.64% 294 -24,863 -13.07% Q4 2025 Jan 29, 2026
MATHER GROUP, LLC. History Added to 164,833 15,828 0.16% 0.04% 295 +119,981 267.5% Q4 2025 Jan 13, 2026
Litman Gregory Wealth Management LLC History Reduced 164,497 15,796 1.15% 1.28% 296 -20,035 -10.86% Q4 2025 Feb 12, 2026
Hilltop National Bank History Added to 163,861 15,735 3.8% 3.7% 297 +2,749 1.71% Q4 2025 Jan 07, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 162,689 15,623 6.12% 6.14% 298 -3,161 -1.91% Q4 2025 Jan 07, 2026
Hills Bank & Trust Co History Reduced 160,540 15,416 0.9% 0.95% 299 -12,615 -7.29% Q4 2025 Feb 05, 2026
Yeomans Consulting Group, Inc. History Added to 160,433 15,406 4.51% 5.18% 300 +1,062 0.67% Q4 2025 Jan 07, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 157,858 15,159 0.83% 0.85% 301 -3,400 -2.11% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 157,741 15,147 1.13% 1.11% 303 +3,386 2.19% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 157,740 15,147 0.2% 0.22% 302 +728 0.46% Q4 2025 Feb 13, 2026
Darwin Wealth Management, LLC History Added to 157,367 15,111 4.69% 4.55% 304 +4,040 2.63% Q4 2025 Jan 22, 2026
ANB BANK History Added to 156,123 14,992 5.95% 5.73% 305 +4,738 3.13% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 155,800 14,961 0.02% 0.02% 306 +10,600 7.3% Q4 2025 Feb 12, 2026
Corundum Group, Inc. History Added to 155,518 14,934 5.01% 4.93% 307 +26,967 20.98% Q4 2025 Jan 12, 2026
STRS OHIO History Added to 154,237 14,811 0.06% 0.02% 308 +96,782 168.45% Q4 2025 Feb 02, 2026
Nuveen, LLC History Added to 154,038 14,792 0.0% 0.0% 309 +55,692 56.63% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 153,377 14,728 0.54% 0.56% 310 +2,714 1.8% Q4 2025 Feb 06, 2026
IHT Wealth Management, LLC History Reduced 153,328 14,724 0.36% 0.46% 311 -41,461 -21.29% Q4 2025 Feb 17, 2026
IFP Advisors, Inc History Added to 153,132 14,705 0.33% 0.37% 312 +1,868 1.23% Q4 2025 Feb 06, 2026
MARTIN & CO INC /TN/ History Added to 152,905 14,683 2.52% 2.46% 313 +4,686 3.16% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 151,000 14,500 0.02% 0.03% 314 0 0.0% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Reduced 150,923 14,493 0.08% 0.12% 315 -66,317 -30.53% Q4 2025 Feb 13, 2026
Wealth Advisory Solutions, LLC History Added to 150,470 14,449 3.37% 3.39% 316 +432 0.29% Q4 2025 Jan 16, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 146,873 14,437 0.3% 0.3% 317 -1,500 -1.01% Q4 2025 Jan 26, 2026
Envestnet Portfolio Solutions, Inc. History Added to 149,174 14,325 0.05% 0.05% 318 +4,489 3.1% Q4 2025 Feb 06, 2026
Diversified Trust Co History Added to 148,792 14,288 0.26% 0.27% 319 +2,109 1.44% Q4 2025 Jan 09, 2026
Royal Fund Management, LLC History New 147,893 14,202 1.29% 320 +147,893 New Q4 2025 Jan 15, 2026
Shulman DeMeo Asset Management LLC History Added to 147,434 14,158 3.21% 3.16% 321 +171 0.12% Q4 2025 Jan 14, 2026
TCTC Holdings, LLC History Added to 145,959 14,016 0.42% 0.4% 322 +820 0.56% Q4 2025 Feb 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 145,228 13,946 0.16% 0.15% 323 +8,669 6.35% Q4 2025 Feb 02, 2026
RWA WEALTH PARTNERS, LLC History Added to 144,995 13,923 0.15% 0.14% 324 +8,302 6.07% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 144,709 13,896 0.16% 0.14% 325 +20,899 16.88% Q4 2025 Jan 20, 2026
Perigon Wealth Management, LLC History Added to 144,452 13,871 0.25% 0.27% 326 +201 0.14% Q4 2025 Jan 16, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 144,379 13,861 0.02% 0.02% 327 +22,453 18.42% Q4 2025 Feb 10, 2026
DIVERSIFIED MANAGEMENT INC History New 144,092 13,837 3.23% 328 +144,092 New Q4 2025 Jan 26, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 143,947 13,823 3.78% 3.96% 329 -2,997 -2.04% Q4 2025 Jan 14, 2026
RVW Wealth, LLC History Reduced 142,770 13,710 1.05% 1.09% 330 -6,248 -4.19% Q4 2025 Jan 12, 2026
SteelPeak Wealth, LLC History Added to 142,771 13,710 0.45% 0.43% 331 +5,835 4.26% Q4 2025 Jan 20, 2026
LWM ADVISORS INC History Reduced 142,369 13,671 12.02% 11.98% 332 -532 -0.37% Q4 2025 Jan 09, 2026
Brickley Wealth Management History No change 141,392 13,577 2.29% 2.3% 333 0 0.0% Q4 2025 Jan 29, 2026
MCF Advisors LLC History Reduced 140,982 13,538 0.75% 0.86% 334 -8,470 -5.67% Q4 2025 Feb 11, 2026
WATERS PARKERSON & CO., LLC History Added to 140,790 13,520 0.66% 0.64% 335 +372 0.26% Q4 2025 Feb 12, 2026
EQ LLC History Added to 139,465 13,392 3.86% 2.93% 336 +47,079 50.96% Q4 2025 Feb 10, 2026
Noble Family Wealth, LLC History Added to 139,192 13,366 2.82% 2.86% 337 +110 0.08% Q4 2025 Jan 07, 2026
Csenge Advisory Group History Added to 136,516 13,109 0.59% 0.41% 338 +44,467 48.31% Q4 2025 Feb 06, 2026
Chesley Taft & Associates LLC History Added to 135,818 13,042 0.51% 0.48% 339 +15,400 12.79% Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History Added to 135,292 12,992 0.0% 0.0% 340 +1,006 0.75% Q4 2025 Jan 29, 2026
Harvest Investment Advisors, LLC History New 135,012 12,965 7.35% 341 +135,012 New Q4 2025 Feb 17, 2026
Baker Avenue Asset Management, LP History Added to 134,891 12,953 0.3% 0.3% 342 +507 0.38% Q4 2025 Feb 10, 2026
GLOBALT Investments LLC / GA History Reduced 133,856 12,854 0.47% 0.46% 343 -167 -0.12% Q4 2025 Feb 06, 2026
Spire Wealth Management History Reduced 133,051 12,776 0.43% 0.44% 344 -4,481 -3.26% Q4 2025 Jan 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 132,965 12,768 0.19% 0.17% 345 +12,688 10.55% Q4 2025 Feb 12, 2026
WESBANCO BANK INC History Reduced 132,220 12,697 0.35% 0.34% 346 -40 -0.03% Q4 2025 Feb 03, 2026
Antonelli Financial Advisors, LLC History Added to 131,715 12,649 8.32% 7.29% 347 +16,801 14.62% Q4 2025 Jan 27, 2026
Sterling Group Wealth Management, LLC History Reduced 131,314 12,610 6.1% 6.89% 348 -17,619 -11.83% Q4 2025 Jan 27, 2026
SNS Financial Group, LLC History Reduced 130,377 12,520 1.08% 1.08% 349 -2,660 -2.0% Q4 2025 Feb 02, 2026
PARK AVENUE SECURITIES LLC History Added to 129,646 12,450 0.11% 0.09% 350 +1,841 1.44% Q4 2025 Jan 05, 2026
J.W. COLE ADVISORS, INC. History Added to 153,470 12,370 0.3% 0.27% 351 +2,873 1.91% Q4 2025 Feb 11, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 127,084 12,203 2.53% 2.72% 352 +1,194 0.95% Q4 2025 Feb 10, 2026
Oldfather Financial Services, LLC History Added to 126,608 12,158 3.62% 3.56% 353 +4,157 3.39% Q4 2025 Jan 16, 2026
Advisory Services Network, LLC History Added to 126,097 12,109 0.17% 0.1% 354 +52,338 70.96% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Reduced 125,624 12,063 0.36% 0.39% 355 -9,113 -6.76% Q4 2025 Jan 23, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 125,460 12,047 0.88% 0.6% 356 +43,404 52.9% Q4 2025 Feb 09, 2026
AMARILLO NATIONAL BANK History Reduced 125,364 12,038 2.11% 2.19% 357 -7,880 -5.91% Q4 2025 Jan 28, 2026
AVITY INVESTMENT MANAGEMENT INC. History Added to 125,351 12,037 0.84% 0.74% 358 +12,548 11.12% Q4 2025 Jan 13, 2026
St. Louis Trust Co History Added to 125,157 12,018 1.38% 1.27% 359 +16,334 15.01% Q4 2025 Feb 09, 2026
NewEdge Advisors, LLC History Added to 124,990 12,002 0.04% 0.05% 360 +6,384 5.38% Q4 2025 Feb 18, 2026
Farmers & Merchants Trust Co of Long Beach History Added to 124,693 11,974 2.73% 2.46% 361 +190 0.15% Q4 2025 Jan 29, 2026
COREPATH WEALTH PARTNERS LLC History Added to 120,315 11,960 8.02% 8.07% 362 +3,606 3.09% Q4 2025 Jan 15, 2026
NOMURA HOLDINGS INC History Reduced 124,000 11,907 0.02% 0.03% 363 -50,000 -28.74% Q4 2025 Feb 17, 2026
CONNING INC. History Reduced 123,788 11,887 0.4% 0.39% 364 -2,308 -1.83% Q4 2025 Feb 05, 2026
Gray Private Wealth, LLC History Added to 123,517 11,861 5.79% 5.43% 365 +8,270 7.18% Q4 2025 Feb 04, 2026
Independence Bank of Kentucky History Reduced 122,426 11,756 1.46% 1.48% 366 -528 -0.43% Q4 2025 Jan 20, 2026
Mill Creek Capital Advisors, LLC History Added to 122,365 11,750 0.24% 0.23% 367 +648 0.53% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 122,318 11,746 0.23% 0.23% 368 +4,002 3.38% Q4 2025 Jan 14, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 122,231 11,737 0.38% 0.2% 369 +58,411 91.52% Q4 2025 Feb 13, 2026
LGL PARTNERS, LLC History Added to 121,596 11,676 4.98% 4.76% 370 +1,904 1.59% Q4 2025 Feb 09, 2026
IRONWOOD INVESTMENT MANAGEMENT LLC History Added to 121,352 11,653 4.9% 4.65% 371 +7,253 6.36% Q4 2025 Feb 12, 2026
NEPC LLC History Added to 121,179 11,636 0.25% 0.29% 372 +1,803 1.51% Q4 2025 Feb 17, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 120,759 11,596 2.43% 2.48% 373 0 0.0% Q4 2025 Jan 07, 2026
Crestwood Advisors Group, LLC History Added to 120,644 11,585 0.19% 0.19% 374 +1,102 0.92% Q4 2025 Feb 03, 2026
Torrey-Payne Wealth Management, LLC History New 114,828 11,536 10.34% 375 +114,828 New Q4 2025 Feb 19, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 119,959 11,519 0.15% 0.13% 376 +14,152 13.38% Q4 2025 Feb 09, 2026
Tidal Investments LLC History Added to 119,809 11,505 0.03% 0.0% 377 +111,543 1349.42% Q4 2025 Feb 13, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Reduced 119,137 11,440 0.43% 0.49% 378 -11,614 -8.88% Q4 2025 Feb 13, 2026
American Alpha Advisors, LLC History Added to 118,788 11,407 6.74% 7.67% 379 +278 0.23% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 118,770 11,405 0.01% 0.01% 380 -51,717 -30.33% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 118,504 11,379 0.07% 0.06% 381 +35,166 42.2% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 118,126 11,343 0.06% 0.07% 382 -14,858 -11.17% Q4 2025 Jan 12, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 117,987 11,330 1.59% 1.46% 383 +9,555 8.81% Q4 2025 Feb 17, 2026
METROPOLITAN LIFE INSURANCE CO/NY History No change 116,347 11,172 3.39% 3.18% 384 0 0.0% Q4 2025 Feb 12, 2026
Mechanics Financial Corp History Reduced 115,997 11,139 4.11% 4.11% 385 -85 -0.07% Q4 2025 Jan 22, 2026
Canton Hathaway, LLC History No change 115,649 11,105 2.14% 2.07% 386 0 0.0% Q4 2025 Jan 21, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 115,612 11,102 5.98% 5.87% 387 +5,852 5.33% Q4 2025 Jan 29, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 114,172 10,963 5.5% 5.89% 388 +1,769 1.57% Q4 2025 Jan 23, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 113,023 10,853 0.1% 0.1% 389 -2,000 -1.74% Q4 2025 Feb 03, 2026
Simmons Bank History Reduced 112,918 10,843 0.73% 0.73% 390 -4,302 -3.67% Q4 2025 Feb 05, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 112,807 10,833 0.32% 0.32% 391 -2,129 -1.85% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Reduced 112,440 10,797 0.01% 0.06% 392 -564,060 -83.38% Q4 2025 Feb 13, 2026
Private Wealth Asset Management, LLC History Added to 112,429 10,796 1.17% 1.21% 393 +2,743 2.5% Q4 2025 Feb 10, 2026
WASHINGTON TRUST Co History Reduced 112,113 10,766 0.35% 0.35% 394 -1,101 -0.97% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 111,379 10,695 0.57% 0.51% 395 +14,902 15.45% Q4 2025 Jan 20, 2026
Financial Enhancement Group LLC History Reduced 106,493 10,546 1.37% 1.37% 396 -1,180 -1.1% Q4 2025 Jan 23, 2026
One Capital Management, LLC History Reduced 109,772 10,541 0.32% 0.36% 397 -9,902 -8.27% Q4 2025 Feb 10, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 107,487 10,535 0.12% 0.07% 398 +39,482 58.06% Q4 2025 Jan 21, 2026
Quantinno Capital Management LP History Added to 109,634 10,528 0.02% 0.01% 399 +79,618 265.25% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 109,628 10,527 0.2% 0.11% 400 +62,122 130.77% Q4 2025 Feb 13, 2026
Select Asset Management & Trust History Reduced 108,608 10,430 3.24% 5.05% 401 -67,046 -38.17% Q4 2025 Feb 10, 2026
Heritage Family Offices, LLP History Added to 108,143 10,384 4.72% 4.61% 402 +2,019 1.9% Q4 2025 Jan 12, 2026
Sage Financial Management Group, Inc. History Reduced 107,360 10,309 3.15% 3.24% 403 -1,316 -1.21% Q4 2025 Feb 05, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Added to 107,027 10,277 4.49% 3.8% 404 +16,568 18.32% Q4 2025 Feb 05, 2026
Granby Capital Management, LLC History No change 107,000 10,269 5.48% 5.3% 405 0 0.0% Q4 2025 Feb 17, 2026
Venture Visionary Partners LLC History Reduced 106,632 10,239 0.33% 0.34% 406 -820 -0.76% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Reduced 106,575 10,234 0.35% 0.36% 407 -2,602 -2.38% Q4 2025 Jan 20, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 106,034 10,182 0.82% 0.81% 408 +6,718 6.76% Q4 2025 Feb 12, 2026
Madden Advisory Services, Inc. History Added to 104,903 10,073 4.05% 3.75% 409 +1,128 1.09% Q4 2025 Feb 11, 2026
Citizens Business Bank History Added to 104,444 10,029 1.66% 1.62% 410 +216 0.21% Q4 2025 Feb 02, 2026
FULTON BANK, N.A. History Added to 103,767 9,964 0.34% 0.34% 411 +621 0.6% Q4 2025 Jan 08, 2026
CREDIT AGRICOLE S A History Reduced 103,196 9,909 0.02% 0.03% 412 -26,659 -20.53% Q4 2025 Feb 17, 2026
NIXON PEABODY TRUST CO History Reduced 103,129 9,903 0.75% 0.71% 413 -1,121 -1.08% Q4 2025 Feb 06, 2026
ARVEST INVESTMENTS, INC. History Reduced 102,470 9,840 1.38% 1.39% 414 -1,536 -1.48% Q4 2025 Jan 20, 2026
Maryland State Retirement & Pension System History Added to 102,433 9,836 0.2% 0.14% 415 +31,936 45.3% Q4 2025 Feb 17, 2026
OKABENA INVESTMENT SERVICES INC History Reduced 102,083 9,803 1.87% 1.88% 416 -1,570 -1.51% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 101,529 9,749 0.01% 0.01% 417 -13,273 -11.56% Q4 2025 Feb 13, 2026
HORIZON BANCORP INC /IN/ History Reduced 100,066 9,609 4.68% 4.6% 418 -3,124 -3.03% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 99,982 9,601 0.04% 0.04% 420 +3,108 3.21% Q4 2025 Feb 12, 2026
Procyon Advisors, LLC History Reduced 99,985 9,601 0.47% 0.56% 419 -863 -0.86% Q4 2025 Jan 07, 2026
First Financial Bank - Trust Division History Reduced 99,910 9,594 0.79% 0.82% 421 -3,210 -3.11% Q4 2025 Jan 02, 2026
Grove Bank & Trust History Added to 99,878 9,591 1.08% 1.04% 422 +4,276 4.47% Q4 2025 Jan 08, 2026
Pinnacle Family Advisors, LLC History Reduced 99,712 9,575 4.21% 4.72% 423 -16,154 -13.94% Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Reduced 99,643 9,568 1.74% 0.15% 424 -1,952 -1.92% Q4 2025 Mar 04, 2026
Ashton Thomas Private Wealth, LLC History Reduced 99,335 9,539 0.23% 0.24% 425 -321 -0.32% Q4 2025 Jan 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 99,272 9,533 0.23% 0.23% 426 -491 -0.49% Q4 2025 Feb 03, 2026
Sincerus Advisory, LLC History Added to 99,213 9,527 7.66% 7.5% 427 +5,381 5.73% Q4 2025 Jan 08, 2026
Summit Financial, LLC History Added to 98,618 9,470 0.14% 0.14% 428 +562 0.57% Q4 2025 Feb 13, 2026
Orin Green Financial, LLC History Reduced 97,930 9,404 3.76% 3.85% 429 -5,175 -5.02% Q4 2025 Feb 06, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Reduced 97,867 9,398 2.21% 2.25% 430 -284 -0.29% Q4 2025 Feb 02, 2026
ARCADIA INVESTMENT ADVISORS LLC History Added to 97,369 9,350 4.35% 3.98% 431 +9,575 10.91% Q4 2025 Jan 15, 2026
LITTLE HOUSE CAPITAL LLC History Reduced 97,344 9,347 2.35% 2.18% 432 -4,343 -4.27% Q4 2025 Feb 06, 2026
CENTRAL BANK & TRUST CO History Reduced 97,015 9,316 1.44% 1.5% 433 -5,061 -4.96% Q4 2025 Jan 09, 2026
United Community Bank History Reduced 96,617 9,278 3.51% 2.86% 434 -2,307 -2.33% Q4 2025 Jan 30, 2026
BOK Financial Private Wealth, Inc. History Reduced 96,134 9,231 0.56% 0.57% 435 -58 -0.06% Q4 2025 Feb 06, 2026
Provenance Wealth Advisors, LLC History Reduced 96,048 9,223 1.02% 1.32% 436 -13,708 -12.49% Q4 2025 Jan 26, 2026
Resolute Advisors LLC History Added to 95,895 9,208 3.0% 2.29% 437 +458 0.48% Q4 2025 Feb 11, 2026
Integrated Advisors Network LLC History Reduced 95,717 9,191 0.41% 0.43% 438 -13,018 -11.97% Q4 2025 Feb 17, 2026
Capital Advantage, Inc. History Added to 95,296 9,151 1.23% 1.28% 439 +3,835 4.19% Q4 2025 Jan 07, 2026
Prism Advisors, Inc. History Reduced 93,521 8,980 2.39% 2.38% 440 -1,015 -1.07% Q4 2025 Jan 23, 2026
Atlantic Union Bankshares Corp History Reduced 93,441 8,973 0.17% 0.17% 441 -1,684 -1.77% Q4 2025 Feb 04, 2026
CreativeOne Wealth, LLC History Added to 92,908 8,921 0.22% 0.19% 442 +11,058 13.51% Q4 2025 Feb 13, 2026
Tolleson Wealth Management, Inc. History Reduced 92,695 8,901 1.29% 1.4% 443 -4,124 -4.26% Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 91,965 8,831 0.89% 0.89% 444 +766 0.84% Q4 2025 Jan 27, 2026
Bank of Jackson Hole Trust History Added to 91,811 8,816 4.18% 4.29% 445 +85 0.09% Q4 2025 Feb 12, 2026
FIRST HAWAIIAN BANK History Reduced 91,710 8,806 1.17% 1.1% 446 -192 -0.21% Q4 2025 Jan 05, 2026
Blankinship & Foster, LLC History Reduced 91,639 8,800 1.9% 1.9% 447 -1,466 -1.57% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History Added to 90,346 8,675 0.19% 0.2% 448 +22,000 32.19% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 90,239 8,665 0.23% 0.25% 449 +2,295 2.61% Q4 2025 Feb 02, 2026
Whitegate Investment Counselors, Inc. History Reduced 89,813 8,624 2.69% 2.83% 450 -2,430 -2.63% Q4 2025 Feb 10, 2026
4Thought Financial Group Inc. History Added to 89,494 8,594 4.26% 4.12% 451 +2,222 2.55% Q4 2025 Jan 29, 2026
Chicago Partners Investment Group LLC History Reduced 85,588 8,556 0.21% 0.22% 452 -2,605 -2.95% Q4 2025 Jan 28, 2026
Gotham Asset Management, LLC History No change 89,045 8,550 0.03% 0.04% 453 0 0.0% Q4 2025 Feb 17, 2026
Advisors Preferred, LLC History New 87,970 8,536 1.39% 454 +87,970 New Q4 2025 Feb 02, 2026
Ironwood Financial, llc History Reduced 84,538 8,403 1.43% 1.47% 455 -4,172 -4.7% Q4 2025 Jan 15, 2026
Summit Asset Management, LLC History Added to 86,179 8,275 1.17% 1.23% 456 +243 0.28% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 85,127 8,174 0.14% 0.14% 457 -301 -0.35% Q4 2025 Jan 28, 2026
Crewe Advisors LLC History Reduced 85,022 8,164 0.72% 0.76% 458 -13 -0.02% Q4 2025 Jan 16, 2026
Sequoia Financial Advisors, LLC History Added to 84,535 8,117 0.05% 0.04% 459 +14,492 20.69% Q4 2025 Feb 03, 2026
Glen Eagle Advisors, LLC History Added to 84,297 8,095 1.1% 1.0% 460 +7,095 9.19% Q4 2025 Feb 13, 2026
FIRST NATIONAL TRUST CO History Reduced 83,923 8,059 0.27% 0.27% 461 -491 -0.58% Q4 2025 Feb 09, 2026
ASPIRIANT, LLC History Added to 83,671 8,034 0.23% 0.14% 462 +34,474 70.07% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 83,516 8,020 0.15% 0.15% 463 +3,127 3.89% Q4 2025 Feb 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 83,400 8,008 0.01% 0.0% 464 +76,800 1163.64% Q4 2025 Feb 17, 2026
Capital Wealth Planning, LLC History Added to 83,208 7,990 0.05% 0.05% 465 +3,743 4.71% Q4 2025 Feb 11, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 83,004 7,970 0.11% 6.12% 466 -4,876,663 -98.33% Q4 2025 Feb 13, 2026
CONNORS INVESTOR SERVICES INC History Added to 82,411 7,909 0.68% 0.62% 467 +4,083 5.21% Q4 2025 Feb 09, 2026
CITY HOLDING CO History Added to 81,259 7,803 0.96% 0.89% 468 +5,211 6.85% Q4 2025 Jan 22, 2026
Foundation Wealth Management, LLC\PA History Added to 80,690 7,748 2.81% 2.88% 469 +966 1.21% Q4 2025 Jan 15, 2026
First Heartland Consultants, Inc. History Reduced 80,514 7,731 0.59% 0.81% 470 -26,396 -24.69% Q4 2025 Jan 09, 2026
Cooke Wealth Management, LLC History New 77,583 7,703 6.72% 471 +77,583 New Q4 2025 Jan 21, 2026
URS Advisory LLC History New 79,570 7,641 6.35% 472 +79,570 New Q4 2025 Feb 17, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 79,436 7,628 1.15% 1.04% 473 +7,727 10.78% Q4 2025 Jan 21, 2026
Ellis Investment Partners, LLC History Added to 79,368 7,621 1.33% 1.28% 474 +3,191 4.19% Q4 2025 Feb 02, 2026
Brio Consultants, LLC History Added to 79,325 7,617 0.99% 0.98% 475 +3,196 4.2% Q4 2025 Feb 04, 2026
First Citizens Financial Corp History Reduced 79,329 7,617 3.76% 3.77% 476 -2,277 -2.79% Q4 2025 Jan 06, 2026
Bolthouse Investments, LLC History No change 78,921 7,578 6.74% 6.68% 477 0 0.0% Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History Added to 78,817 7,568 0.1% 0.03% 479 +60,312 325.92% Q4 2025 Feb 06, 2026
CROBAN History Added to 78,816 7,568 3.65% 2.74% 478 +34,702 78.66% Q4 2025 Feb 13, 2026
Clearbridge Investments, LLC History New 78,641 7,551 0.01% 480 +78,641 New Q4 2025 Feb 11, 2026
Chevy Chase Trust Holdings, LLC History Reduced 78,427 7,531 0.02% 0.02% 481 -601 -0.76% Q4 2025 Feb 13, 2026
Birch Hill Investment Advisors LLC History Added to 78,252 7,514 0.31% 0.31% 482 +765 0.99% Q4 2025 Jan 27, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 78,032 7,493 0.56% 0.57% 483 +3,727 5.02% Q4 2025 Jan 07, 2026
CANADA LIFE ASSURANCE Co History Added to 77,739 7,470 0.01% 0.01% 484 +17,938 30.0% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 77,589 7,450 0.14% 0.14% 485 -404 -0.52% Q4 2025 Feb 10, 2026
Audent Global Asset Management, LLC History Added to 77,529 7,445 4.71% 4.77% 486 +7,305 10.4% Q4 2025 Mar 10, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 77,336 7,426 0.78% 0.84% 487 +500 0.65% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Reduced 77,041 7,398 0.48% 0.47% 488 -14 -0.02% Q4 2025 Jan 23, 2026
New England Private Wealth Advisors LLC History Added to 76,552 7,351 0.92% 0.93% 489 +1,330 1.77% Q4 2025 Feb 13, 2026
LCM Capital Management Inc History Reduced 76,131 7,310 3.53% 3.48% 490 -1,584 -2.04% Q4 2025 Jan 29, 2026
Summit Financial Consulting LLC History Added to 75,995 7,297 5.3% 5.08% 491 +7,843 11.51% Q4 2025 Jan 23, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 75,817 7,280 0.15% 0.15% 492 +45 0.06% Q4 2025 Feb 12, 2026
SYKON CAPITAL LLC History Added to 75,603 7,260 2.33% 2.33% 493 +806 1.08% Q4 2025 Feb 12, 2026
Chesapeake Wealth Management History Added to 75,599 7,259 2.16% 2.12% 494 +1,095 1.47% Q4 2025 Feb 03, 2026
IMA Advisory Services, Inc. History Reduced 75,585 7,258 0.7% 0.8% 495 -9,828 -11.51% Q4 2025 Feb 11, 2026
Rakuten Investment Management, Inc. History No change 77,944 7,248 0.02% 0.03% 496 0 0.0% Q4 2025 Feb 17, 2026
Baron Financial Group, LLC History Reduced 75,230 7,224 3.87% 3.85% 497 -134 -0.18% Q4 2025 Jan 09, 2026
SAX WEALTH ADVISORS, LLC History Added to 74,671 7,170 0.34% 0.11% 498 +53,159 247.11% Q4 2025 Jan 12, 2026
ERn Financial, LLC History Added to 74,021 7,108 1.34% 1.31% 499 +2,765 3.88% Q4 2025 Jan 15, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 73,553 7,063 0.09% 0.09% 500 +583 0.8% Q4 2025 Feb 10, 2026
Argent Trust Co History Reduced 73,368 7,045 0.24% 0.25% 501 -1,024 -1.38% Q4 2025 Feb 10, 2026
Bryn Mawr Trust Advisors, LLC History Added to 73,190 7,028 0.34% 0.23% 502 +22,561 44.56% Q4 2025 Feb 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 72,648 6,976 0.45% 0.45% 503 -1,116 -1.51% Q4 2025 Jan 26, 2026
Parkway Wealth Management Group, LLC History New 72,328 6,945 0.93% 504 +72,328 New Q4 2025 Feb 10, 2026
CARDIFF PARK ADVISORS, LLC History Added to 72,263 6,939 0.57% 0.51% 505 +481 0.67% Q4 2025 Feb 17, 2026
SUN LIFE FINANCIAL INC History Added to 72,172 6,931 0.36% 0.23% 506 +24,910 52.71% Q4 2025 Feb 12, 2026
Caerus Investment Advisors, LLC History Reduced 71,529 6,868 2.22% 2.91% 507 -4,658 -6.11% Q4 2025 Feb 12, 2026
Powell Investment Advisors, LLC History Reduced 71,404 6,856 2.36% 2.34% 508 -282 -0.39% Q4 2025 Feb 09, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 71,391 6,855 0.75% 0.94% 509 -21,004 -22.73% Q4 2025 Jan 29, 2026
Sepio Capital, LP History Added to 71,372 6,853 0.38% 0.39% 510 +321 0.45% Q4 2025 Feb 12, 2026
Fund Evaluation Group, LLC History Reduced 71,049 6,835 0.23% 0.26% 511 -6,263 -8.1% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Added to 71,050 6,822 0.25% 0.15% 512 +29,490 70.96% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Reduced 70,866 6,805 0.2% 0.22% 513 -2,155 -2.95% Q4 2025 Feb 19, 2026
NORTH DALLAS BANK & TRUST CO History New 70,556 6,775 4.42% 514 +70,556 New Q4 2025 Feb 11, 2026
Sharp Wealth Advisory, LLC History Added to 70,203 6,741 3.39% 3.38% 515 +3,708 5.58% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History Reduced 69,839 6,708 0.11% 0.12% 516 -6,551 -8.58% Q4 2025 Feb 09, 2026
McKinley Carter Wealth Services, Inc. History Reduced 69,660 6,689 0.37% 0.36% 517 -4,300 -5.81% Q4 2025 Feb 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 69,572 6,680 0.37% 0.05% 518 +60,423 660.43% Q4 2025 Feb 17, 2026
Cadence Bank History Reduced 69,369 6,661 0.39% 0.39% 519 -231 -0.33% Q4 2025 Jan 30, 2026
First Western Trust Bank History Reduced 68,811 6,607 0.32% 0.32% 520 -5,196 -7.02% Q4 2025 Feb 12, 2026
GreatBanc Trust CO History Reduced 68,800 6,606 4.65% 4.44% 521 -700 -1.01% Q4 2025 Feb 12, 2026
All Terrain Financial Advisors, LLC History Added to 68,596 6,587 1.52% 1.2% 522 +17,245 33.58% Q4 2025 Feb 11, 2026
SVB WEALTH LLC History Added to 67,983 6,528 0.38% 0.34% 523 +16 0.02% Q4 2025 Feb 04, 2026
DELTA FINANCIAL ADVISORS LLC History Reduced 67,348 6,467 1.68% 1.78% 524 -176 -0.26% Q4 2025 Feb 06, 2026
MGO ONE SEVEN LLC History Added to 67,242 6,457 0.13% 0.13% 525 +5,853 9.53% Q4 2025 Feb 03, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 67,226 6,456 3.55% 3.94% 526 -10,188 -13.16% Q4 2025 Jan 02, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 67,126 6,446 0.08% 0.07% 527 +7,245 12.1% Q4 2025 Feb 13, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 66,726 6,407 0.24% 0.13% 528 +30,510 84.24% Q4 2025 Feb 13, 2026
Camarda Financial Advisors, LLC History Reduced 66,521 6,388 2.43% 2.7% 529 -11,904 -15.18% Q4 2025 Feb 17, 2026
Lake Hills Wealth Management, LLC History New 66,066 6,344 3.31% 530 +66,066 New Q4 2025 Jan 07, 2026
Weaver Capital Management LLC History Reduced 66,020 6,339 1.34% 2.14% 531 -39,678 -37.54% Q4 2025 Jan 22, 2026
Pathway Financial Advisors LLC History Reduced 64,356 6,326 0.79% 0.8% 532 -10 -0.02% Q4 2025 Jan 14, 2026
Neuberger Berman Group LLC History Added to 65,805 6,319 0.0% 0.0% 533 +6,151 10.31% Q4 2025 Feb 13, 2026
Paragon Capital Management Ltd History Added to 65,414 6,281 1.25% 1.13% 534 +898 1.39% Q4 2025 Jan 22, 2026
World Investment Advisors History Added to 64,717 6,214 0.1% 0.12% 535 +3,138 5.1% Q4 2025 Mar 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 64,217 6,166 0.15% 0.08% 536 +29,686 85.97% Q4 2025 Feb 09, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 64,181 6,163 4.21% 4.33% 537 +1,965 3.16% Q4 2025 Feb 05, 2026
NICOLET BANKSHARES INC History Reduced 63,912 6,137 0.98% 1.01% 538 -3,344 -4.97% Q4 2025 Feb 09, 2026
FOSTER & MOTLEY INC History Reduced 63,794 6,126 0.33% 0.64% 539 -64,092 -50.12% Q4 2025 Jan 15, 2026
SEI INVESTMENTS CO History Reduced 63,732 6,120 0.01% 0.01% 540 -6,317 -9.02% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Added to 63,582 6,105 0.36% 0.3% 541 +9,038 16.57% Q4 2025 Feb 03, 2026
Aaron Wealth Advisors LLC History Reduced 63,299 6,078 0.33% 0.35% 542 -34 -0.05% Q4 2025 Jan 21, 2026
Parisi Gray Wealth Management History Added to 62,920 6,042 1.37% 1.52% 543 +491 0.79% Q4 2025 Jan 07, 2026
Cedar Mountain Advisors, LLC History Reduced 62,922 6,042 1.17% 1.14% 544 -38 -0.06% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 62,867 6,037 0.07% 0.07% 545 +4,763 8.2% Q4 2025 Jan 29, 2026
Genesis Financial Group, LLC History New 62,802 6,030 3.5% 546 +62,802 New Q4 2025 Jan 16, 2026
Richard W. Paul & Associates, LLC History Added to 62,630 6,014 2.0% 1.99% 547 +48 0.08% Q4 2025 Feb 12, 2026
Midwest Professional Planners, LTD. History Reduced 62,406 5,992 1.42% 1.65% 548 -9,973 -13.78% Q4 2025 Feb 06, 2026
Connecticut Wealth Management, LLC History Reduced 62,388 5,991 0.26% 0.29% 549 -8,242 -11.67% Q4 2025 Feb 12, 2026
Arcataur Capital Management LLC History Reduced 61,678 5,922 1.7% 1.71% 550 -610 -0.98% Q4 2025 Jan 27, 2026
RMR Wealth Builders History Added to 61,557 5,911 0.47% 0.48% 551 +274 0.45% Q4 2025 Jan 29, 2026
Avidian Wealth Enterprises, LLC History Added to 61,528 5,908 0.22% 0.21% 552 +991 1.64% Q4 2025 Feb 02, 2026
Providence First Trust Co History Added to 61,338 5,890 2.04% 1.82% 553 +5,033 8.94% Q4 2025 Feb 03, 2026
Hilltop Holdings Inc. History Added to 61,306 5,887 0.35% 0.3% 554 +928 1.54% Q4 2025 Feb 17, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 61,180 5,875 0.66% 0.67% 555 +462 0.76% Q4 2025 Feb 12, 2026
Johnson Financial Group, Inc. History Added to 60,736 5,832 0.22% 0.2% 556 +4,372 7.76% Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 60,694 5,828 0.0% 0.0% 557 +54,333 854.16% Q4 2025 Feb 19, 2026
Dynamic Wealth Strategies, LLC History Reduced 60,358 5,796 3.45% 3.77% 558 -162 -0.27% Q4 2025 Feb 04, 2026
Endowment Wealth Management, Inc. History Added to 59,793 5,741 2.64% 1.56% 559 +22,976 62.41% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History Added to 59,360 5,700 0.15% 0.15% 560 +2,115 3.69% Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History Reduced 59,299 5,694 0.53% 0.53% 561 -74 -0.12% Q4 2025 Jan 23, 2026
Ramsay, Stattman, Vela & Price, Inc. History Reduced 59,075 5,672 1.02% 1.07% 562 -4,667 -7.32% Q4 2025 Jan 23, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 58,843 5,650 0.92% 0.96% 563 0 0.0% Q4 2025 Feb 11, 2026
Pinnacle Bancorp, Inc. History Reduced 58,751 5,641 1.65% 1.64% 564 -791 -1.33% Q4 2025 Jan 22, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 58,739 5,640 0.12% 0.13% 565 -4,392 -6.96% Q4 2025 Feb 18, 2026
Flower City Capital History Reduced 58,263 5,594 2.85% 2.93% 566 -53 -0.09% Q4 2025 Jan 22, 2026
BSW Wealth Partners History Reduced 57,918 5,561 0.67% 0.68% 567 -812 -1.38% Q4 2025 Jan 23, 2026
MOLLER WEALTH PARTNERS History Reduced 57,816 5,552 1.16% 1.16% 568 -1,582 -2.66% Q4 2025 Jan 08, 2026
Smith & Howard Wealth Management, LLC History Added to 58,046 5,541 1.25% 1.21% 569 +1,534 2.71% Q4 2025 Feb 03, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 57,540 5,525 1.53% 2.16% 570 -49,916 -46.45% Q4 2025 Feb 12, 2026
COOPERMAN LEON G History No change 57,453 5,517 0.18% 0.17% 571 0 0.0% Q4 2025 Feb 17, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 57,146 5,488 1.46% 1.39% 572 +825 1.46% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Added to 56,964 5,470 0.09% 0.08% 573 +5,885 11.52% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Added to 56,890 5,463 0.1% 0.1% 574 +8,430 17.4% Q4 2025 Feb 06, 2026
Fi3 FINANCIAL ADVISORS, LLC History Reduced 56,488 5,424 1.66% 1.87% 575 -2,883 -4.86% Q4 2025 Feb 06, 2026
ABLE Financial Group, LLC History Reduced 56,351 5,411 1.1% 1.16% 577 -899 -1.57% Q4 2025 Jan 23, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 56,354 5,411 0.11% 0.11% 576 -675 -1.18% Q4 2025 Feb 05, 2026
AMARA FINANCIAL, LLC. History Added to 56,242 5,400 3.74% 3.84% 578 +425 0.76% Q4 2025 Feb 03, 2026
FIRST FOUNDATION ADVISORS History Reduced 56,230 5,399 0.2% 0.2% 579 -640 -1.13% Q4 2025 Feb 04, 2026
Legal & General Group Plc History Reduced 55,150 5,296 0.0% 0.0% 580 -19,900 -26.52% Q4 2025 Feb 09, 2026
Harbour Trust & Investment Management Co History Reduced 54,884 5,270 0.54% 0.54% 581 -557 -1.0% Q4 2025 Jan 28, 2026
Meridian Wealth Management, LLC History Added to 54,476 5,231 0.18% 0.18% 582 +3,156 6.15% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History Reduced 54,445 5,228 0.18% 0.23% 583 -13,445 -19.8% Q4 2025 Jan 13, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 54,099 5,195 0.58% 0.6% 584 +880 1.65% Q4 2025 Feb 04, 2026
Grey Fox Wealth Advisors, LLC History Reduced 54,078 5,193 1.06% 1.04% 585 -416 -0.76% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History Added to 53,959 5,181 2.08% 1.05% 586 +4,602 9.32% Q4 2025 Feb 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 53,701 5,156 0.4% 587 +53,701 New Q4 2025 Feb 03, 2026
CFS Investment Advisory Services, LLC History Reduced 53,635 5,150 0.38% 0.38% 588 -668 -1.23% Q4 2025 Feb 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 53,491 5,137 0.09% 0.08% 589 0 0.0% Q4 2025 Feb 10, 2026
Summit Financial Strategies, Inc. History Reduced 53,433 5,131 0.42% 0.44% 590 -2,128 -3.83% Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Reduced 53,199 5,109 0.23% 0.24% 591 -2,409 -4.33% Q4 2025 Feb 13, 2026
Gryphon Financial Partners LLC History Added to 53,061 5,095 0.55% 0.48% 592 +8,251 18.41% Q4 2025 Jan 08, 2026
Crescent Grove Advisors, LLC History Reduced 52,963 5,086 0.47% 0.47% 593 -312 -0.59% Q4 2025 Feb 11, 2026
Gemmer Asset Management LLC History Added to 52,883 5,078 0.39% 0.39% 594 +482 0.92% Q4 2025 Jan 23, 2026
Visionary Wealth Advisors History Reduced 52,861 5,076 0.23% 0.23% 595 -187 -0.35% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 52,338 5,026 0.18% 0.14% 596 +7,484 16.69% Q4 2025 Feb 13, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 52,244 5,016 0.96% 0.91% 597 -582 -1.1% Q4 2025 Feb 09, 2026
IBEX WEALTH ADVISORS History Added to 51,614 4,956 0.49% 0.46% 598 +649 1.27% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 51,344 4,930 0.03% 0.02% 599 +10,605 26.03% Q4 2025 Feb 11, 2026
Commonwealth Financial Services, LLC History Reduced 51,345 4,930 0.81% 0.9% 600 -4,809 -8.56% Q4 2025 Feb 06, 2026
Santori & Peters, Inc. History Reduced 51,345 4,930 1.68% 1.71% 601 -71 -0.14% Q4 2025 Jan 15, 2026
Western Wealth Management, LLC History Added to 50,965 4,894 0.23% 0.24% 602 +2,072 4.24% Q4 2025 Feb 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 50,950 4,892 0.24% 0.13% 603 +31,623 163.62% Q4 2025 Feb 12, 2026
AGF MANAGEMENT LTD History Reduced 50,526 4,852 0.02% 0.02% 604 -525 -1.03% Q4 2025 Feb 17, 2026
M1 Capital Management LLC History Reduced 50,370 4,836 2.02% 2.1% 605 -1,684 -3.24% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 50,272 4,827 0.05% 0.05% 606 -1,720 -3.31% Q4 2025 Feb 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 50,125 4,813 0.85% 0.88% 607 -710 -1.4% Q4 2025 Feb 17, 2026
Tarbox Family Office, Inc. History Reduced 49,273 4,731 0.76% 0.69% 609 -891 -1.78% Q4 2025 Jan 21, 2026
Choate Investment Advisors History Reduced 49,267 4,731 0.09% 0.1% 608 -62 -0.13% Q4 2025 Feb 09, 2026
Cascade Financial Partners, LLC History Added to 49,057 4,710 0.48% 0.42% 610 +9,490 23.98% Q4 2025 Feb 06, 2026
ALESCO ADVISORS LLC History Added to 49,012 4,706 0.12% 0.12% 611 +1,710 3.62% Q4 2025 Jan 28, 2026
Capital Advisors, Ltd. LLC History Added to 48,773 4,684 0.53% 0.5% 612 +1,513 3.2% Q4 2025 Jan 21, 2026
Aptus Capital Advisors, LLC History Reduced 48,759 4,682 0.03% 0.03% 613 -1,455 -2.9% Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 48,657 4,672 0.17% 0.18% 614 -1,681 -3.34% Q4 2025 Jan 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 48,473 4,654 0.06% 0.03% 615 +28,366 141.08% Q4 2025 Feb 10, 2026
JFS WEALTH ADVISORS, LLC History Added to 48,199 4,628 0.26% 0.26% 616 +776 1.64% Q4 2025 Jan 14, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 48,174 4,626 1.15% 1.21% 617 -2,315 -4.59% Q4 2025 Jan 27, 2026
Genus Capital Management Inc. History Reduced 48,161 4,624 0.54% 0.52% 618 -299 -0.62% Q4 2025 Feb 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 47,949 4,604 1.04% 1.08% 619 -1,211 -2.46% Q4 2025 Jan 12, 2026
NTV ASSET MANAGEMENT LLC History Added to 47,926 4,602 0.49% 0.42% 620 +6,682 16.2% Q4 2025 Jan 20, 2026
NewSquare Capital LLC History Reduced 47,911 4,600 0.41% 0.43% 621 -20,080 -29.53% Q4 2025 Feb 17, 2026
Leverty Financial Group, LLC History Reduced 47,729 4,583 1.1% 1.16% 622 -109 -0.23% Q4 2025 Jan 09, 2026
Fragasso Financial Advisors Inc History Reduced 47,666 4,577 0.28% 0.29% 623 -371 -0.77% Q4 2025 Jan 07, 2026
CIM INVESTMENT MANAGEMENT INC History No change 47,561 4,567 1.2% 1.2% 624 0 0.0% Q4 2025 Feb 17, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 47,116 4,524 0.23% 0.23% 625 -251 -0.53% Q4 2025 Feb 03, 2026
TD Waterhouse Canada Inc. History Added to 46,309 4,447 0.03% 0.03% 626 +2,317 5.27% Q4 2025 Jan 27, 2026
Penobscot Investment Management Company, Inc. History Added to 46,252 4,441 0.33% 0.31% 627 +2,474 5.65% Q4 2025 Jan 27, 2026
Compass Financial Group, Inc. (Ohio) History New 46,058 4,422 3.24% 628 +46,058 New Q4 2025 Mar 04, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 45,791 4,398 0.03% 0.04% 629 -9,321 -16.91% Q4 2025 Feb 17, 2026
Texas Bank & Trust Co History Reduced 45,707 4,389 1.6% 1.62% 630 -70 -0.15% Q4 2025 Feb 06, 2026
Dorsey & Whitney Trust CO LLC History Added to 45,549 4,374 0.23% 0.21% 631 +2,207 5.09% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 45,262 4,346 0.12% 0.12% 632 -197 -0.43% Q4 2025 Feb 03, 2026
NYL Investors LLC History No change 45,239 4,344 1.48% 1.39% 633 0 0.0% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 45,069 4,327 0.24% 0.22% 634 +3,211 7.67% Q4 2025 Feb 10, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 45,023 4,324 1.04% 1.04% 635 -1,026 -2.23% Q4 2025 Jan 29, 2026
Massar Capital Management, LP History New 44,875 4,309 0.46% 636 +44,875 New Q4 2025 Feb 17, 2026
Balefire, LLC History Added to 44,749 4,297 0.84% 0.83% 637 +161 0.36% Q4 2025 Jan 12, 2026
WADDELL & ASSOCIATES, LLC History Reduced 44,704 4,292 0.29% 0.36% 638 -123 -0.27% Q4 2025 Feb 11, 2026
Glass Jacobson Investment Advisors llc History Reduced 44,564 4,279 1.54% 1.55% 639 -1,262 -2.75% Q4 2025 Jan 22, 2026
Pandora Wealth, Inc. History Reduced 44,098 4,234 2.57% 2.55% 640 -1,088 -2.41% Q4 2025 Feb 04, 2026
Asset Management Group, Inc. History Added to 43,963 4,221 0.68% 0.66% 641 +505 1.16% Q4 2025 Feb 17, 2026
JMG Financial Group, Ltd. History Added to 43,803 4,206 0.12% 0.11% 642 +1,805 4.3% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 43,646 4,191 0.46% 0.47% 643 -13 -0.03% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 43,541 4,181 0.04% 0.04% 644 +1,737 4.16% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 43,437 4,166 0.0% 0.0% 645 -4,356 -9.11% Q4 2025 Feb 17, 2026
Acropolis Investment Management, LLC History Reduced 43,158 4,144 0.19% 0.2% 646 -616 -1.41% Q4 2025 Jan 14, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 42,549 4,085 0.64% 0.64% 647 +1,000 2.41% Q4 2025 Feb 11, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Added to 42,399 4,071 1.97% 1.96% 648 +108 0.26% Q4 2025 Jan 14, 2026
Capital Group Private Client Services, Inc. History Added to 42,392 4,070 0.06% 0.06% 649 +5,824 15.93% Q4 2025 Feb 11, 2026
Azimuth Capital Investment Management LLC History Reduced 42,338 4,065 0.15% 0.14% 650 -780 -1.81% Q4 2025 Feb 12, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 41,983 4,031 0.23% 0.23% 651 +12,458 42.19% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History Added to 41,742 4,008 0.13% 0.05% 652 +30,079 257.9% Q4 2025 Jan 20, 2026
INVESTMENT PARTNERS, LTD. History Reduced 41,732 4,007 1.4% 1.57% 653 -6,080 -12.72% Q4 2025 Feb 10, 2026
Atlas Legacy Advisors, LLC History Added to 41,611 3,994 0.7% 0.66% 654 +5,059 13.84% Q4 2025 Jan 29, 2026
DV Trading LLC History New 41,318 3,967 0.11% 655 +41,318 New Q4 2025 Feb 17, 2026
Rehmann Capital Advisory Group History Added to 41,014 3,938 0.21% 0.2% 656 +1,100 2.76% Q4 2025 Mar 04, 2026
PINNACLE ASSOCIATES LTD History Added to 40,989 3,936 0.05% 0.05% 657 +2,058 5.29% Q4 2025 Feb 05, 2026
XML Financial, LLC History Added to 40,983 3,935 0.32% 0.31% 658 +256 0.63% Q4 2025 Feb 11, 2026
Argos Wealth Advisors, LLC History New 40,884 3,926 1.05% 659 +40,884 New Q4 2025 Feb 04, 2026
New Republic Capital, LLC History Reduced 40,889 3,926 1.05% 1.57% 660 -13,990 -25.49% Q4 2025 Feb 10, 2026
FLAGSTAR ADVISORS INC History Reduced 40,720 3,910 1.31% 1.84% 661 -23,745 -36.83% Q4 2025 Jan 13, 2026
STALEY CAPITAL ADVISERS INC History No change 40,500 3,889 0.16% 0.16% 662 0 0.0% Q4 2025 Feb 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 40,250 3,865 0.42% 0.44% 663 -950 -2.31% Q4 2025 Jan 20, 2026
FSA WEALTH PARTNERS, INC. History Added to 39,940 3,835 1.38% 0.99% 664 +12,401 45.03% Q4 2025 Jan 30, 2026
True Link Financial Advisors, LLC History Added to 39,887 3,830 0.23% 0.21% 665 +4,827 13.77% Q4 2025 Jan 29, 2026
Ridge Creek Global, Inc History New 39,840 3,825 3.21% 668 +39,840 New Q4 2025 Feb 13, 2026
Bridgewater Advisors Inc. History Reduced 38,629 3,825 0.25% 0.25% 666 -297 -0.76% Q4 2025 Jan 23, 2026
Curbstone Financial Management Corp History No change 39,833 3,825 0.73% 0.71% 667 0 0.0% Q4 2025 Jan 23, 2026
Thrive Wealth Management, LLC History Added to 39,831 3,824 0.56% 0.54% 669 +1,463 3.81% Q4 2025 Jan 12, 2026
Beutel, Goodman & Co Ltd. History Reduced 39,652 3,805 0.02% 0.02% 670 -399 -1.0% Q4 2025 Feb 13, 2026
Richwood Investment Advisors, LLC History Added to 37,038 3,800 2.73% 2.64% 671 +896 2.48% Q4 2025 Feb 12, 2026
Legacy Trust History Added to 39,492 3,792 0.71% 0.6% 672 +6,735 20.56% Q4 2025 Jan 22, 2026
Allen Investment Management, LLC History No change 39,387 3,782 0.04% 0.04% 673 0 0.0% Q4 2025 Feb 10, 2026
PFW Advisors LLC History Reduced 39,335 3,777 1.14% 1.13% 674 -1,426 -3.5% Q4 2025 Jan 12, 2026
Tempo Wealth, LLC History New 39,331 3,776 0.67% 675 +39,331 New Q4 2025 Feb 25, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 39,191 3,763 0.32% 0.31% 676 -12 -0.03% Q4 2025 Jan 15, 2026
Northern Lights Advisors, Inc. History New 38,756 3,721 2.55% 677 +38,756 New Q4 2025 Apr 20, 2026
XTX Topco Ltd History Added to 38,735 3,719 0.1% 0.08% 678 +22,824 143.45% Q4 2025 Feb 17, 2026
McAdam, LLC History Added to 38,577 3,704 0.17% 0.16% 679 +3,416 9.72% Q4 2025 Feb 13, 2026
NWF Advisory Services Inc. History Added to 38,229 3,671 0.41% 0.35% 680 +4,524 13.42% Q4 2025 Mar 03, 2026
Wealth Analytics Partners, LLC History New 38,055 3,654 1.43% 681 +38,055 New Q4 2025 Feb 17, 2026
WASHINGTON TRUST BANK History Added to 37,982 3,647 0.26% 0.21% 682 +7,743 25.61% Q4 2025 Feb 04, 2026
Warwick Investment Management, Inc. History Reduced 37,887 3,638 0.56% 0.64% 683 -1,679 -4.24% Q4 2025 Jan 15, 2026
Pettinga Financial Advisors LLC History Reduced 37,529 3,603 0.68% 0.69% 684 -477 -1.26% Q4 2025 Feb 12, 2026
NWAM LLC History Reduced 37,116 3,601 0.2% 0.21% 685 -4,516 -10.85% Q4 2025 Feb 04, 2026
Perennial Investment Advisors, LLC History Added to 37,098 3,562 0.28% 0.16% 686 +15,798 74.17% Q4 2025 Feb 17, 2026
Palisade Asset Management, LLC History Added to 36,882 3,541 0.35% 0.32% 687 +101 0.27% Q4 2025 Feb 13, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 36,579 3,512 2.02% 2.01% 689 -518 -1.4% Q4 2025 Jan 15, 2026
McLean Asset Management Corp History Reduced 35,370 3,512 0.63% 0.7% 688 -206 -0.58% Q4 2025 Jan 16, 2026
Tower Research Capital LLC (TRC) History Added to 36,514 3,506 0.08% 0.0% 690 +36,098 8677.4% Q4 2025 Feb 17, 2026
Laurel Wealth Advisors LLC History Reduced 36,462 3,501 0.46% 0.48% 691 -210 -0.57% Q4 2025 Jan 30, 2026
Ramiah Investment Group History Reduced 36,404 3,495 3.42% 3.72% 692 -3,936 -9.76% Q4 2025 Jan 28, 2026
BREAKTHRU ADVISORY SERVICES, LLC History No change 36,260 3,482 2.23% 2.23% 693 0 0.0% Q4 2025 Jan 12, 2026
Ashford Advisors, LLC History No change 36,207 3,476 0.76% 0.75% 694 0 0.0% Q4 2025 Jan 23, 2026
Nexus Investment Management ULC History Reduced 36,150 3,471 0.47% 0.5% 695 -1,600 -4.24% Q4 2025 Jan 21, 2026
Dynamic Advisor Solutions LLC History Added to 35,852 3,442 0.11% 0.09% 696 +2,366 7.07% Q4 2025 Jan 09, 2026
Krilogy Financial LLC History Added to 34,197 3,435 0.12% 0.12% 697 +1,351 4.11% Q4 2025 Jan 27, 2026
NVWM, LLC History Reduced 35,627 3,421 0.74% 0.81% 698 -2,896 -7.52% Q4 2025 Jan 20, 2026
RiverFront Investment Group, LLC History Reduced 35,587 3,417 0.06% 0.06% 699 -1,647 -4.42% Q4 2025 Feb 05, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 35,507 3,409 0.36% 0.37% 700 -69 -0.19% Q4 2025 Jan 09, 2026
Coordinated Financial Services, Inc. History Added to 35,418 3,401 1.96% 2.02% 701 +1,650 4.89% Q4 2025 Feb 09, 2026
1834 INVESTMENT ADVISORS CO History Reduced 35,377 3,397 0.43% 0.43% 702 -2,516 -6.64% Q4 2025 Jan 29, 2026
Mutual Advisors, LLC History Added to 35,381 3,397 0.07% 0.07% 703 +858 2.49% Q4 2025 Feb 02, 2026
FAS Wealth Partners, Inc. History Added to 35,198 3,380 0.22% 0.22% 704 +133 0.38% Q4 2025 Feb 18, 2026
Copia Wealth Management History Reduced 34,939 3,355 2.4% 2.49% 706 -1,008 -2.8% Q4 2025 Feb 06, 2026
ROCKLAND TRUST CO History Added to 34,939 3,355 0.13% 0.13% 705 +88 0.25% Q4 2025 Jan 15, 2026
Roble, Belko & Company, Inc History No change 34,668 3,329 0.44% 0.44% 707 0 0.0% Q4 2025 Jan 12, 2026
SlateStone Wealth, LLC History Added to 34,648 3,327 0.28% 0.28% 708 +178 0.52% Q4 2025 Feb 11, 2026
Evanson Asset Management, LLC History Reduced 34,637 3,326 0.18% 0.18% 709 -220 -0.63% Q4 2025 Jan 12, 2026
Orgel Wealth Management, LLC History Added to 34,420 3,305 0.07% 0.07% 710 +17 0.05% Q4 2025 Jan 07, 2026
STRATEGY ASSET MANAGERS LLC History Added to 34,396 3,303 0.54% 0.27% 711 +18,248 113.0% Q4 2025 Feb 11, 2026
CMG Global Holdings, LLC History Added to 32,225 3,279 1.46% 1.47% 712 +124 0.39% Q4 2025 Feb 05, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Reduced 34,149 3,279 1.47% 1.64% 713 -94 -0.27% Q4 2025 Feb 10, 2026
EFG International AG History New 34,133 3,277 0.06% 714 +34,133 New Q4 2025 Feb 17, 2026
Morton Brown Family Wealth, LLC History Reduced 33,827 3,248 0.88% 0.92% 715 -529 -1.54% Q4 2025 Jan 28, 2026
U.S. Capital Wealth Advisors, LLC History Added to 33,721 3,238 0.08% 0.08% 716 +1,261 3.88% Q4 2025 Jan 23, 2026
Montis Financial, LLC History Reduced 33,519 3,218 0.64% 0.72% 717 -132 -0.39% Q4 2025 Feb 11, 2026
LTG Capital LLC History Reduced 33,432 3,210 2.5% 2.52% 718 -921 -2.68% Q4 2025 Feb 11, 2026
Greenfield Savings Bank History Added to 33,363 3,203 1.35% 1.16% 719 +3,962 13.48% Q4 2025 Feb 02, 2026
ASSETMARK, INC History Added to 33,348 3,202 0.01% 0.0% 720 +8,511 34.27% Q4 2025 Jan 23, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 33,278 3,195 0.01% 0.01% 721 0 0.0% Q4 2025 Feb 10, 2026
MPS Loria Financial Planners, LLC History Added to 33,251 3,193 0.82% 0.82% 722 +161 0.49% Q4 2025 Feb 03, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 33,249 3,192 0.93% 1.06% 723 -1,251 -3.63% Q4 2025 Feb 11, 2026
J. Safra Sarasin Holding AG History No change 33,155 3,186 0.05% 0.05% 724 0 0.0% Q4 2025 Jan 15, 2026
SEAVIEW INVESTMENT MANAGERS LLC History New 33,095 3,178 1.2% 725 +33,095 New Q4 2025 Feb 09, 2026
Probity Advisors, Inc. History Reduced 33,009 3,169 0.51% 0.51% 726 -411 -1.23% Q4 2025 Jan 27, 2026
Nicholas Hoffman & Company, LLC. History Reduced 33,005 3,169 0.07% 0.07% 727 -6 -0.02% Q4 2025 Feb 02, 2026
TWO SIGMA SECURITIES, LLC History Reduced 32,824 3,152 0.43% 0.95% 728 -36,172 -52.43% Q4 2025 Feb 17, 2026
Independence Wealth Advisors, LLC History New 32,821 3,151 1.77% 729 +32,821 New Q4 2025 Jan 09, 2026
PW Nova Financial Services LLC History New 32,433 3,147 1.19% 730 +32,433 New Q4 2025 Apr 09, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 32,731 3,143 2.23% 2.38% 731 -79 -0.24% Q4 2025 Feb 13, 2026
Canandaigua National Trust Co of Florida History Added to 32,657 3,136 1.96% 2.09% 732 +4,415 15.63% Q4 2025 Jan 30, 2026
HBK Sorce Advisory LLC History Added to 30,541 3,133 0.07% 0.07% 733 +928 3.13% Q4 2025 Feb 09, 2026
Advyzon Investment Management, LLC History Added to 32,595 3,130 0.36% 0.37% 734 +9,354 40.25% Q4 2025 Feb 13, 2026
Central Pacific Bank - Trust Division History Reduced 32,568 3,127 0.38% 0.46% 735 -7,969 -19.66% Q4 2025 Jan 07, 2026
Etesian Wealth Advisors, Inc. History Added to 32,555 3,126 0.98% 1.0% 736 +13 0.04% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 32,502 3,121 0.03% 0.04% 737 -14,191 -30.39% Q4 2025 Jan 26, 2026
American Financial Advisors, LLC History Reduced 32,482 3,119 0.4% 0.41% 738 -1,828 -5.33% Q4 2025 Feb 03, 2026
Fisher Asset Management, LLC History Added to 32,463 3,117 0.0% 0.0% 739 +6,272 23.95% Q4 2025 Feb 09, 2026
RAINIER FAMILY WEALTH INC History Added to 32,375 3,108 2.34% 2.45% 740 +2,971 10.1% Q4 2025 Jan 20, 2026
Salus Financial Advisors, LLC History Reduced 32,318 3,103 1.86% 1.91% 741 -915 -2.75% Q4 2025 Jan 21, 2026
Kingsview Wealth Management, LLC History Added to 32,226 3,094 0.04% 0.04% 742 +2,098 6.96% Q4 2025 Feb 09, 2026
Boltwood Capital Management History Reduced 32,082 3,080 0.8% 0.8% 743 -35 -0.11% Q4 2025 Jan 02, 2026
TORONTO DOMINION BANK History Added to 32,037 3,076 0.0% 0.0% 744 +21,850 214.49% Q4 2025 Feb 17, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 31,992 3,072 1.83% 1.86% 745 0 0.0% Q4 2025 Feb 13, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 31,830 3,056 0.52% 0.51% 746 +22 0.07% Q4 2025 Jan 27, 2026
GC Wealth Management RIA, LLC History Added to 31,619 3,036 0.11% 0.05% 747 +15,856 100.59% Q4 2025 Jan 30, 2026
Avior Wealth Management, LLC History Reduced 31,523 3,027 0.09% 0.1% 748 -1,338 -4.07% Q4 2025 Jan 06, 2026
Pointe Capital Management LLC History Added to 31,415 3,016 1.5% 1.28% 749 +3,360 11.98% Q4 2025 Feb 17, 2026
Westshore Wealth, LLC History Added to 31,400 3,015 1.0% 0.94% 750 +1,800 6.08% Q4 2025 Feb 25, 2026
Arete Wealth Advisors, LLC History Reduced 31,194 2,996 0.18% 0.18% 751 -61 -0.2% Q4 2025 Feb 13, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 30,932 2,970 0.02% 0.01% 752 +4,040 15.02% Q4 2025 Jan 13, 2026
Neumann Capital Management, LLC History Reduced 30,923 2,969 0.86% 0.85% 753 -87 -0.28% Q4 2025 Jan 14, 2026
Private Wealth Advisors, LLC History Reduced 30,761 2,953 0.94% 0.97% 754 -44 -0.14% Q4 2025 Feb 06, 2026
Elyxium Wealth, LLC History Added to 30,690 2,947 0.82% 0.91% 755 +2,601 9.26% Q4 2025 Feb 05, 2026
FARMERS TRUST CO History Reduced 30,684 2,946 0.48% 0.5% 756 -540 -1.73% Q4 2025 Jan 06, 2026
WHITE PINE CAPITAL LLC History Added to 30,655 2,943 0.81% 0.76% 757 +2,180 7.66% Q4 2025 Feb 09, 2026
William Howard & Co Financial Advisors Inc History Added to 30,575 2,936 2.47% 2.43% 758 +34 0.11% Q4 2025 Jan 21, 2026
Klingman & Associates, LLC History Added to 30,542 2,932 0.14% 0.14% 759 +238 0.79% Q4 2025 Jan 29, 2026
APPLETON PARTNERS INC/MA History Reduced 30,501 2,929 0.19% 0.2% 760 -1,082 -3.43% Q4 2025 Jan 09, 2026
AE Wealth Management LLC History Reduced 30,446 2,923 0.02% 0.02% 761 -2,827 -8.5% Q4 2025 Jan 26, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 30,238 2,903 1.35% 1.38% 762 -2,535 -7.74% Q4 2025 Jan 26, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 30,213 2,901 1.02% 1.02% 763 +29 0.1% Q4 2025 Feb 09, 2026
Johnson & White Wealth Management, LLC History Reduced 30,134 2,893 1.26% 1.32% 764 -708 -2.3% Q4 2025 Feb 05, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 29,264 2,876 0.42% 0.43% 765 +14,632 100.0% Q4 2025 Jan 07, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 34,240 2,863 0.26% 0.26% 766 0 0.0% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 29,766 2,858 0.09% 0.1% 767 -609 -2.0% Q4 2025 Jan 12, 2026
Capstone Capital Management Ltd History New 29,700 2,852 2.74% 768 +29,700 New Q4 2025 Feb 06, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 29,674 2,849 0.28% 0.28% 769 -68 -0.23% Q4 2025 Feb 06, 2026
Inman Jager Wealth Management, LLC History Reduced 29,585 2,841 1.74% 1.78% 770 -237 -0.79% Q4 2025 Jan 26, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 29,506 2,833 1.31% 771 +29,506 New Q4 2025 Feb 17, 2026
SouthState Bank Corp History Reduced 29,324 2,816 0.13% 0.13% 772 -185 -0.63% Q4 2025 Feb 11, 2026
ASL Financial, LLC History New 29,240 2,807 2.21% 773 +29,240 New Q4 2025 Jan 20, 2026
PRIVATE TRUST CO NA History Added to 29,145 2,798 0.25% 0.23% 774 +1,301 4.67% Q4 2025 Jan 26, 2026
EVOKE WEALTH, LLC History Added to 28,992 2,784 0.05% 0.04% 775 +8,148 39.09% Q4 2025 Feb 06, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 28,988 2,783 0.16% 0.15% 776 +2,692 10.24% Q4 2025 Jan 22, 2026
Joel Isaacson & Co., LLC History Added to 28,977 2,782 0.09% 0.09% 777 +1,373 4.97% Q4 2025 Jan 30, 2026
Jump Financial, LLC History New 28,921 2,777 0.03% 778 +28,921 New Q4 2025 Feb 17, 2026
Ehrenkranz Partners L.P. History New 28,918 2,776 3.15% 779 +28,918 New Q4 2025 Feb 17, 2026
Urban Financial Advisory Corp History Added to 28,915 2,776 1.09% 1.23% 780 +516 1.82% Q4 2025 Feb 04, 2026
TSG Advice Partners, LLC History New 28,897 2,774 0.42% 781 +28,897 New Q4 2025 Feb 17, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 28,886 2,773 1.41% 1.42% 782 +150 0.52% Q4 2025 Feb 17, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 28,769 2,762 0.39% 0.44% 783 -2,217 -7.15% Q4 2025 Feb 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 28,727 2,758 0.04% 0.04% 784 -98 -0.34% Q4 2025 Jan 22, 2026
WOODSTOCK CORP History No change 28,680 2,754 0.24% 0.23% 785 0 0.0% Q4 2025 Jan 14, 2026
Rialto Wealth Management, LLC History Added to 28,661 2,752 0.66% 0.68% 786 +313 1.1% Q4 2025 Jan 12, 2026
Advisor OS, LLC History Added to 28,627 2,749 0.22% 0.22% 787 +1,163 4.23% Q4 2025 Feb 04, 2026
Hillman Capital Management, Inc. History Added to 28,562 2,742 1.73% 1.4% 788 +2,738 10.6% Q4 2025 Feb 17, 2026
WBH ADVISORY INC History Reduced 28,516 2,738 0.2% 0.2% 789 -71 -0.25% Q4 2025 Jan 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 28,486 2,735 0.06% 0.04% 790 +11,624 68.94% Q4 2025 Jan 27, 2026
Community Bank, N.A. History Reduced 28,454 2,732 0.32% 0.33% 791 -483 -1.67% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 28,346 2,722 0.06% 0.06% 792 +889 3.24% Q4 2025 Feb 09, 2026
Trek Financial, LLC History Added to 28,138 2,702 0.16% 0.14% 793 +3,740 15.33% Q4 2025 Feb 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 28,054 2,694 0.27% 0.26% 794 +560 2.04% Q4 2025 Jan 20, 2026
Integrated Wealth Concepts LLC History Reduced 28,027 2,691 0.03% 0.03% 795 -10,970 -28.13% Q4 2025 Feb 13, 2026
GS Investments, Inc. History Reduced 27,997 2,688 1.46% 1.29% 796 -3 -0.01% Q4 2025 Feb 09, 2026
HFG Advisors, Inc. History Added to 27,990 2,687 1.95% 1.85% 797 +1,054 3.91% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 27,917 2,680 0.2% 0.19% 798 +759 2.79% Q4 2025 Jan 29, 2026
Marquette Asset Management, LLC History No change 27,862 2,675 0.39% 0.4% 799 0 0.0% Q4 2025 Jan 16, 2026
Lifestyle Asset Management, Inc. History Added to 27,815 2,671 0.87% 0.63% 800 +8,018 40.5% Q4 2025 Feb 11, 2026
FIRST INTERSTATE BANK History Added to 27,775 2,667 0.14% 0.12% 801 +5,214 23.11% Q4 2025 Jan 29, 2026
Boston Common Asset Management, LLC History New 27,756 2,665 0.14% 802 +27,756 New Q4 2025 Jan 15, 2026
Larson Financial Group LLC History Added to 27,755 2,665 0.09% 0.09% 803 +269 0.98% Q4 2025 Feb 06, 2026
EASTERN BANK History Added to 27,552 2,645 0.05% 0.04% 804 +1,522 5.85% Q4 2025 Jan 14, 2026
Columbia Bank History No change 27,306 2,622 0.73% 0.72% 805 0 0.0% Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Added to 27,172 2,609 0.03% 0.03% 806 +159 0.59% Q4 2025 Feb 10, 2026
Counterweight Ventures, LLC History Added to 27,110 2,603 1.46% 1.47% 807 +219 0.81% Q4 2025 Jan 15, 2026
Montecito Bank & Trust History Reduced 27,061 2,598 0.41% 0.39% 808 -105 -0.39% Q4 2025 Jan 09, 2026
CSS LLC/IL History Reduced 27,020 2,594 0.12% 0.17% 809 -14,770 -35.34% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 26,938 2,586 0.05% 0.04% 810 +3,420 14.54% Q4 2025 Jan 23, 2026
BigSur Wealth Management LLC History No change 26,938 2,586 0.63% 0.62% 811 0 0.0% Q4 2025 Jan 27, 2026
CX Institutional History Reduced 26,911 2,584 0.08% 0.08% 812 -1,580 -5.55% Q4 2025 Feb 02, 2026
BLB&B Advisors, LLC History Reduced 26,712 2,565 0.11% 0.11% 813 -43 -0.16% Q4 2025 Jan 26, 2026
SACHEM HILL LLC History Reduced 26,660 2,560 0.5% 0.51% 814 -847 -3.08% Q4 2025 Feb 12, 2026
Bedel Financial Consulting, Inc. History Added to 26,649 2,559 0.28% 0.32% 815 +210 0.79% Q4 2025 Jan 28, 2026
Focus Financial Network, Inc. History Reduced 26,618 2,556 0.09% 0.09% 816 -1,438 -5.13% Q4 2025 Jan 12, 2026
Atlas Brown,Inc. History Added to 26,591 2,553 0.76% 0.73% 817 +37 0.14% Q4 2025 Jan 09, 2026
GM Advisory Group, LLC History Added to 26,548 2,549 0.1% 0.04% 818 +15,702 144.77% Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 26,449 2,539 0.34% 819 +26,449 New Q4 2025 Feb 09, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 26,410 2,536 0.02% 0.02% 820 -359 -1.34% Q4 2025 Jan 09, 2026
Retirement Planning Group, LLC History Reduced 26,342 2,529 0.08% 0.09% 821 -1,005 -3.67% Q4 2025 Feb 03, 2026
Gambit Capital Management, LLC History New 26,322 2,527 1.81% 822 +26,322 New Q4 2025 Feb 06, 2026
Clarus Wealth Advisors History Added to 25,548 2,525 1.05% 1.07% 823 +150 0.59% Q4 2025 Jan 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 26,237 2,519 0.0% 824 +26,237 New Q4 2025 Feb 13, 2026
Lavaca Capital LLC History No change 26,200 2,515 0.41% 0.42% 825 0 0.0% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 26,143 2,510 0.0% 0.0% 826 +14,084 116.79% Q4 2025 Feb 13, 2026
Quotient Wealth Partners, LLC History Added to 26,141 2,510 0.07% 0.07% 827 +43 0.16% Q4 2025 Jan 22, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 26,036 2,500 0.4% 0.05% 828 +23,169 808.13% Q4 2025 Jan 26, 2026
KG&L Capital Management,LLC History Added to 25,968 2,493 0.62% 0.63% 829 +592 2.33% Q4 2025 Jan 23, 2026
Douglass Winthrop Advisors, LLC History Added to 25,873 2,484 0.04% 0.04% 830 +1,610 6.64% Q4 2025 Feb 12, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Reduced 25,828 2,480 0.4% 0.55% 831 -12,250 -32.17% Q4 2025 Feb 10, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 25,820 2,479 0.19% 0.19% 833 -135 -0.52% Q4 2025 Feb 04, 2026
ASSOCIATED BANC-CORP History Reduced 25,819 2,479 0.06% 0.06% 832 -30 -0.12% Q4 2025 Feb 06, 2026
WCG Wealth Advisors LLC History New 25,808 2,478 0.07% 836 +25,808 New Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 25,808 2,478 0.11% 0.09% 834 +3,867 17.62% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Reduced 25,807 2,478 0.11% 0.11% 835 -44 -0.17% Q4 2025 Jan 29, 2026
Efficient Advisors, LLC History Reduced 25,697 2,467 0.14% 0.15% 837 -1,923 -6.96% Q4 2025 Jan 21, 2026
Annandale Capital, LLC History Reduced 25,561 2,455 0.29% 0.42% 838 -953 -3.59% Q4 2025 Feb 12, 2026
Pallas Capital Advisors LLC History Added to 25,542 2,452 0.08% 0.07% 840 +4,177 19.55% Q4 2025 Jan 14, 2026
Intrua Financial, LLC History Added to 25,540 2,452 0.26% 0.26% 839 +371 1.47% Q4 2025 Feb 05, 2026
GEM Asset Management, LLC History No change 24,974 2,445 1.09% 1.12% 841 0 0.0% Q4 2025 Jan 09, 2026
Maple Capital Management, Inc. History Reduced 25,371 2,436 0.15% 0.16% 842 -75 -0.29% Q4 2025 Feb 03, 2026
Quadrature Capital Ltd History Reduced 25,158 2,415 0.02% 0.07% 843 -35,630 -58.61% Q4 2025 Feb 17, 2026
Westmount Partners, LLC History Reduced 25,063 2,406 0.6% 0.62% 844 -437 -1.71% Q4 2025 Jan 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 25,045 2,405 0.69% 0.7% 846 -52 -0.21% Q4 2025 Feb 04, 2026
FIRST FINANCIAL CORP /IN/ History No change 25,046 2,405 0.91% 0.92% 845 0 0.0% Q4 2025 Jan 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 25,000 2,400 0.0% 0.41% 847 -2,351,079 -98.95% Q4 2025 Feb 17, 2026
Tudor Financial Inc. History Added to 24,946 2,395 1.23% 1.22% 848 +352 1.43% Q4 2025 Feb 13, 2026
Hubbell Strickland Wealth Management, LLC History Added to 24,909 2,392 0.96% 0.83% 849 +3,184 14.66% Q4 2025 Jan 20, 2026
Cumberland Partners Ltd History Reduced 24,900 2,391 0.15% 0.17% 850 -3,541 -12.45% Q4 2025 Feb 06, 2026
LOM Asset Management Ltd History Added to 24,735 2,375 0.69% 0.65% 851 +1,925 8.44% Q4 2025 Jan 23, 2026
Lexington Hill Partners, LLC History New 24,715 2,373 1.78% 852 +24,715 New Q4 2025 Feb 19, 2026
BANK OF HAWAII History No change 24,693 2,371 0.12% 0.12% 853 0 0.0% Q4 2025 Mar 03, 2026
B&D White Capital Company, LLC History No change 24,691 2,371 0.27% 0.3% 854 0 0.0% Q4 2025 Feb 13, 2026
Signet Private Wealth LLC History New 24,648 2,366 2.26% 855 +24,648 New Q4 2025 Feb 11, 2026
VIRTUE ASSET MANAGEMENT LLC History Added to 24,636 2,365 1.89% 1.8% 856 +1,299 5.57% Q4 2025 Feb 10, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 24,593 2,361 0.71% 0.69% 857 -553 -2.2% Q4 2025 Feb 06, 2026
Glenview Trust Co History No change 24,487 2,351 0.04% 0.04% 858 0 0.0% Q4 2025 Feb 09, 2026
MOTCO History Reduced 24,390 2,342 0.21% 0.21% 859 -510 -2.05% Q4 2025 Feb 06, 2026
QUADRANT CAPITAL GROUP LLC History Added to 24,368 2,340 0.07% 0.07% 860 +949 4.05% Q4 2025 Feb 13, 2026
Alpha Advisors, LLC/VA History Added to 24,352 2,338 1.8% 1.71% 861 +36 0.15% Q4 2025 Feb 12, 2026
COUNTRY TRUST BANK History Added to 24,304 2,333 0.04% 0.05% 862 +33 0.14% Q4 2025 Jan 21, 2026
Harvest Investment Services, LLC History Reduced 24,285 2,332 0.44% 0.49% 863 -1,555 -6.02% Q4 2025 Feb 17, 2026
Topsail Wealth Management, LLC History Added to 24,154 2,319 0.34% 0.37% 864 +600 2.55% Q4 2025 Feb 04, 2026
Shoker Investment Counsel, Inc. History Added to 24,070 2,311 0.68% 0.66% 865 +126 0.53% Q4 2025 Feb 04, 2026
Viewpoint Capital Management LLC History Added to 24,038 2,308 1.0% 0.95% 866 +941 4.07% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 23,957 2,300 0.04% 0.04% 867 +5,178 27.57% Q4 2025 Jan 16, 2026
Smith Partners Wealth Management, LLC History New 23,905 2,295 2.11% 868 +23,905 New Q4 2025 Feb 13, 2026
Lighthouse Financial LLC History Added to 23,865 2,291 1.5% 1.38% 869 +1,500 6.71% Q4 2025 Feb 17, 2026
DF DENT & CO INC History Added to 23,852 2,290 0.03% 0.02% 870 +6,600 38.26% Q4 2025 Feb 17, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 23,777 2,283 0.26% 0.29% 871 -3,037 -11.33% Q4 2025 Jan 22, 2026
Embree Financial Group History Reduced 23,698 2,275 0.28% 0.31% 872 -802 -3.27% Q4 2025 Jan 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 23,668 2,272 0.56% 0.53% 873 +1,056 4.67% Q4 2025 Feb 09, 2026
Live Oak Private Wealth LLC History No change 23,598 2,266 0.31% 0.31% 874 0 0.0% Q4 2025 Jan 23, 2026
Denver PWM, LLC History No change 24,995 2,234 0.75% 0.7% 875 0 0.0% Q4 2025 Feb 11, 2026
PROSPERITY BANCSHARES INC History New 23,200 2,227 2.01% 876 +23,200 New Q4 2025 Feb 17, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 23,196 2,227 0.51% 0.22% 877 +13,189 131.8% Q4 2025 Jan 28, 2026
STEPH & CO History Reduced 23,125 2,220 0.64% 0.67% 878 -441 -1.87% Q4 2025 Jan 23, 2026
WealthCare Asset Management, LLC History New 23,503 2,212 1.4% 879 +23,503 New Q4 2025 Feb 17, 2026
Newport Capital Group, LLC History Reduced 22,813 2,190 1.34% 1.38% 880 -711 -3.02% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 22,742 2,183 0.09% 0.08% 881 -2,142 -8.61% Q4 2025 Feb 17, 2026
Lionsbridge Wealth Management LLC History Reduced 22,558 2,166 2.19% 2.08% 882 -100 -0.44% Q4 2025 Jan 26, 2026
SkyView Investment Advisors, LLC History No change 22,553 2,166 0.27% 0.27% 883 0 0.0% Q4 2025 Feb 18, 2026
James J. Burns & Company, LLC History Added to 22,548 2,165 0.3% 0.31% 884 +173 0.77% Q4 2025 Jan 23, 2026
Optas, LLC History No change 22,540 2,164 0.34% 0.36% 885 0 0.0% Q4 2025 Jan 27, 2026
TRUST CO OF VERMONT History Added to 22,511 2,161 0.09% 0.09% 887 +100 0.45% Q4 2025 Jan 16, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 22,506 2,161 0.09% 0.09% 886 -19 -0.08% Q4 2025 Feb 17, 2026
Fairway Wealth LLC History Added to 22,473 2,158 0.58% 0.59% 888 +49 0.22% Q4 2025 Jan 28, 2026
WEDBUSH SECURITIES INC History Added to 22,460 2,157 0.06% 0.07% 889 +538 2.45% Q4 2025 Feb 12, 2026
Florida Trust Wealth Management Co History No change 22,472 2,157 0.06% 0.06% 890 0 0.0% Q4 2025 Jan 20, 2026
Brightwater Advisory LLC History Reduced 22,417 2,152 1.45% 1.44% 891 -108 -0.48% Q4 2025 Feb 12, 2026
Horizons Wealth Management History Reduced 22,406 2,151 1.41% 1.46% 892 -628 -2.73% Q4 2025 Jan 05, 2026
Sterling Capital Management LLC History Reduced 22,342 2,145 0.03% 0.03% 893 -238 -1.05% Q4 2025 Feb 13, 2026
Trinity Financial Advisors LLC History Added to 22,316 2,142 0.6% 0.6% 894 +70 0.31% Q4 2025 Jan 13, 2026
Waldron Private Wealth LLC History Reduced 22,238 2,135 0.08% 0.09% 895 -1,338 -5.68% Q4 2025 Jan 14, 2026
Vise Technologies, Inc. History Added to 22,221 2,133 0.04% 0.06% 896 +5,974 36.77% Q4 2025 Feb 11, 2026
Bank of New Hampshire History New 22,189 2,130 0.48% 897 +22,189 New Q4 2025 Mar 16, 2026
Busey Bank History Added to 22,113 2,123 0.06% 0.06% 898 +710 3.32% Q4 2025 Jan 27, 2026
Resonant Capital Advisors, LLC History Reduced 22,071 2,119 0.12% 0.12% 899 -758 -3.32% Q4 2025 Jan 29, 2026
Hiley Hunt Wealth Management History Reduced 22,044 2,116 0.95% 1.0% 900 -716 -3.15% Q4 2025 Jan 06, 2026
Washington Trust Advisors, Inc. History Reduced 22,017 2,114 0.16% 0.16% 901 -675 -2.97% Q4 2025 Feb 03, 2026
CM WEALTH ADVISORS LLC History Reduced 21,999 2,112 0.48% 0.56% 902 -692 -3.05% Q4 2025 Jan 26, 2026
HALL LAURIE J TRUSTEE History No change 21,879 2,101 0.7% 0.67% 903 0 0.0% Q4 2025 Jan 20, 2026
Blue Trust, Inc. History Added to 21,878 2,100 0.02% 0.02% 904 +3,485 18.95% Q4 2025 Jan 16, 2026
Valpey Financial Services, LLC History Reduced 21,781 2,091 1.33% 1.34% 905 -78 -0.36% Q4 2025 Mar 04, 2026
Americana Partners, LLC History Added to 21,746 2,088 0.06% 0.06% 906 +339 1.58% Q4 2025 Feb 06, 2026
Edge Financial Advisors LLC History Reduced 21,718 2,085 0.88% 0.93% 907 -539 -2.42% Q4 2025 Jan 28, 2026
PRINCIPAL SECURITIES, INC. History Reduced 21,539 2,068 0.03% 0.03% 908 -442 -2.01% Q4 2025 Feb 12, 2026
Fairman Group, LLC History Added to 21,538 2,068 1.65% 1.59% 909 +383 1.81% Q4 2025 Feb 13, 2026
Biltmore Family Office, LLC History Added to 21,493 2,063 0.28% 0.28% 910 +94 0.44% Q4 2025 Feb 04, 2026
Sage Mountain Advisors LLC History No change 21,487 2,063 0.11% 0.11% 911 0 0.0% Q4 2025 Jan 23, 2026
Stephens Consulting, LLC History Added to 21,466 2,061 0.67% 0.69% 912 +3 0.01% Q4 2025 Jan 13, 2026
DAVIDSON TRUST CO History Added to 21,456 2,060 0.86% 0.81% 913 +488 2.33% Q4 2025 Jan 27, 2026
Eukles Asset Management History Added to 21,193 2,035 0.79% 0.76% 914 +163 0.78% Q4 2025 Feb 09, 2026
Fusion Family Wealth, LLC History Added to 21,122 2,028 0.15% 0.15% 915 +11 0.05% Q4 2025 Feb 04, 2026
TCI Wealth Advisors, Inc. History Added to 21,090 2,025 0.11% 0.08% 916 +6,788 47.46% Q4 2025 Feb 02, 2026
Bank OZK History Reduced 21,067 2,023 0.71% 0.7% 917 -220 -1.03% Q4 2025 Feb 17, 2026
MGB Wealth Management, LLC History Added to 20,887 2,011 0.58% 0.53% 919 +893 4.47% Q4 2025 Feb 17, 2026
Greenline Partners, LLC History No change 20,948 2,011 0.23% 0.24% 918 0 0.0% Q4 2025 Feb 17, 2026
Breachway Investments LLC History New 20,915 2,008 2.12% 921 +20,915 New Q4 2025 Jan 27, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 20,915 2,008 0.04% 0.04% 920 -451 -2.11% Q4 2025 Jan 07, 2026
Smithfield Trust Co History No change 20,860 2,004 0.09% 0.09% 922 0 0.0% Q4 2025 Feb 09, 2026
Athena Investment Management History No change 20,869 2,004 1.03% 1.01% 923 0 0.0% Q4 2025 Feb 12, 2026
Gallacher Capital Management LLC History Added to 20,827 2,000 0.77% 0.25% 924 +14,041 206.91% Q4 2025 Feb 03, 2026
Hansen & Associates Financial Group, Inc. History Reduced 19,185 1,999 1.09% 0.79% 926 -386 -1.97% Q4 2025 Feb 17, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 20,817 1,999 0.22% 0.22% 925 +128 0.62% Q4 2025 Feb 18, 2026
Regal Investment Advisors LLC History Added to 20,744 1,992 0.12% 0.1% 927 +4,262 25.86% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Added to 20,650 1,983 0.07% 0.07% 928 +9,162 79.75% Q4 2025 Feb 04, 2026
FIFTH THIRD SECURITIES, INC. History Added to 20,598 1,978 0.13% 0.04% 929 +15,068 272.48% Q4 2025 Jan 23, 2026
Global Strategic Investment Solutions, LLC History Reduced 20,486 1,967 0.19% 0.19% 930 -311 -1.5% Q4 2025 Jan 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 20,479 1,966 0.11% 0.11% 931 -275 -1.33% Q4 2025 Jan 13, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 20,429 1,961 0.1% 0.11% 933 -606 -2.88% Q4 2025 Jan 26, 2026
Goelzer Investment Management, Inc. History Reduced 20,425 1,961 0.09% 0.1% 932 -267 -1.29% Q4 2025 Jan 14, 2026
SUMMITRY LLC History No change 20,413 1,960 0.08% 0.08% 934 0 0.0% Q4 2025 Feb 09, 2026
UNITED BANK History No change 20,383 1,957 0.26% 0.23% 935 0 0.0% Q4 2025 Feb 13, 2026
Second Line Capital, LLC History Reduced 20,260 1,945 0.4% 0.4% 936 -534 -2.57% Q4 2025 Feb 17, 2026
Brookstone Capital Management History Added to 20,231 1,942 0.02% 0.02% 937 +1,460 7.78% Q4 2025 Jan 15, 2026
VeraBank, N.A. History Added to 20,184 1,938 0.35% 0.34% 938 +500 2.54% Q4 2025 Feb 11, 2026
Trail Ridge Investment Advisors, LLC History No change 20,172 1,937 0.83% 0.84% 939 0 0.0% Q4 2025 Jan 28, 2026
Integrated Investment Consultants, LLC History Added to 20,162 1,936 0.38% 0.31% 940 +680 3.49% Q4 2025 Mar 03, 2026
Focus Partners Advisor Solutions, LLC History Reduced 20,157 1,935 0.02% 0.03% 942 -9,170 -31.27% Q4 2025 Feb 11, 2026
KFA Private Wealth Group, LLC History Added to 20,155 1,935 0.47% 0.49% 941 +1,851 10.11% Q4 2025 Jan 07, 2026
Capital Analysts, LLC History Reduced 20,107 1,931 0.06% 0.26% 943 -74,695 -78.79% Q4 2025 Feb 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 19,972 1,917 0.07% 0.07% 944 -1,094 -5.19% Q4 2025 Feb 12, 2026
Twele Capital Management, Inc. History Reduced 19,959 1,916 0.34% 0.34% 945 -53 -0.26% Q4 2025 Jan 09, 2026
MidFirst Bank History New 19,933 1,914 0.15% 946 +19,933 New Q4 2025 Feb 25, 2026
Tennessee Valley Asset Management Partners History Added to 19,924 1,913 0.25% 0.25% 947 +311 1.59% Q4 2025 Feb 05, 2026
CHEMUNG CANAL TRUST CO History Added to 19,895 1,910 0.38% 0.37% 948 +39 0.2% Q4 2025 Jan 14, 2026
Curated Wealth Partners LLC History Added to 19,810 1,902 0.21% 0.22% 949 +375 1.93% Q4 2025 Jan 12, 2026
Trilogy Capital Inc. History Added to 19,786 1,900 0.08% 0.03% 950 +12,812 183.71% Q4 2025 Jan 22, 2026
Veracity Capital LLC History Added to 19,760 1,897 0.56% 0.59% 951 +2 0.01% Q4 2025 Jan 29, 2026
LFA - Lugano Financial Advisors SA History Added to 19,699 1,891 0.98% 0.95% 952 +480 2.5% Q4 2025 Jan 29, 2026
Great Waters Wealth Management History Added to 19,524 1,874 0.21% 0.21% 953 +292 1.52% Q4 2025 Jan 15, 2026
Frank, Rimerman Advisors LLC History No change 19,461 1,868 0.12% 0.12% 954 0 0.0% Q4 2025 Jan 15, 2026
Abacus Planning Group, Inc. History Reduced 19,447 1,867 0.25% 0.25% 955 -334 -1.69% Q4 2025 Jan 16, 2026
Mayflower Financial Advisors, LLC History Added to 19,362 1,859 0.22% 0.22% 956 +799 4.3% Q4 2025 Jan 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 19,342 1,857 1.03% 0.02% 957 +18,903 4305.92% Q4 2025 Feb 17, 2026
City Center Advisors, LLC History Added to 19,326 1,855 1.71% 1.39% 958 +4,047 26.49% Q4 2025 Jan 05, 2026
Berman McAleer LLC History Reduced 19,318 1,855 0.25% 0.25% 959 -85 -0.44% Q4 2025 Feb 05, 2026
Arax Advisory Partners History New 19,253 1,848 0.05% 960 +19,253 New Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Added to 19,096 1,833 0.14% 0.13% 961 +869 4.77% Q4 2025 Jan 23, 2026
HARDING LOEVNER LP History Added to 19,020 1,826 0.02% 0.0% 962 +16,621 692.83% Q4 2025 Feb 17, 2026
WLTH Capital Management, LLC History New 17,420 1,815 1.4% 963 +17,420 New Q4 2025 Feb 24, 2026
AlphaCore Capital LLC History Added to 18,819 1,807 0.04% 0.02% 964 +11,071 142.89% Q4 2025 Feb 05, 2026
Windsor Capital Management, LLC History Reduced 18,782 1,803 0.5% 0.51% 965 -914 -4.64% Q4 2025 Jan 15, 2026
LEE DANNER & BASS INC History Reduced 18,702 1,795 0.13% 0.13% 966 -540 -2.81% Q4 2025 Jan 29, 2026
Beirne Wealth Consulting Services, LLC History Reduced 18,677 1,794 0.52% 0.43% 967 -407 -2.13% Q4 2025 Jan 29, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 17,962 1,785 0.47% 0.95% 968 -19,291 -51.78% Q4 2025 Jan 26, 2026
Oakwell Private Wealth Management, LLC History Added to 18,498 1,776 0.33% 0.34% 969 +375 2.07% Q4 2025 Jan 30, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 18,464 1,773 0.01% 0.0% 970 +6,823 58.61% Q4 2025 Feb 13, 2026
Apella Capital, LLC History Added to 18,366 1,763 0.03% 0.03% 971 +3,631 24.64% Q4 2025 Jan 21, 2026
Clear Harbor Asset Management, LLC History Added to 18,345 1,761 0.12% 0.12% 972 +369 2.05% Q4 2025 Feb 10, 2026
Rossmore Private Capital History Added to 18,316 1,758 0.16% 0.15% 973 +3,316 22.11% Q4 2025 Feb 05, 2026
Legacy Capital Wealth Partners, LLC History Added to 18,242 1,751 0.38% 0.37% 974 +191 1.06% Q4 2025 Jan 16, 2026
Moors & Cabot, Inc. History Reduced 18,151 1,743 0.07% 0.08% 975 -390 -2.1% Q4 2025 Feb 10, 2026
Legacy Capital Group California, Inc. History Added to 18,136 1,741 0.42% 0.3% 976 +5,392 42.31% Q4 2025 Jan 28, 2026
FIRST AMERICAN TRUST, FSB History Reduced 18,124 1,740 0.12% 0.17% 977 -6,292 -25.77% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 18,066 1,734 0.45% 978 +18,066 New Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Reduced 18,032 1,731 0.07% 0.07% 979 -61 -0.34% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Added to 17,972 1,725 0.0% 0.0% 980 +12,731 242.91% Q4 2025 Feb 10, 2026
First Bancorp, Inc /ME/ History Reduced 17,900 1,718 0.91% 0.93% 981 -750 -4.02% Q4 2025 Jan 26, 2026
NATIXIS History Added to 17,746 1,704 0.01% 0.01% 982 +4,639 35.39% Q4 2025 Feb 13, 2026
Indiana Trust & Investment Management Co History Reduced 17,553 1,685 0.5% 0.51% 983 -328 -1.83% Q4 2025 Jan 21, 2026
Blue Zone Wealth Advisors, LLC History Added to 17,534 1,683 0.32% 0.2% 984 +6,762 62.77% Q4 2025 Jan 21, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 17,451 1,675 0.09% 0.14% 985 -9,559 -35.39% Q4 2025 Jan 15, 2026
CERTUITY, LLC History Reduced 17,409 1,671 0.11% 0.15% 986 -5,503 -24.02% Q4 2025 Jan 30, 2026
CLUNE & ASSOCIATES, LTD. History Added to 17,379 1,668 0.36% 0.38% 988 +889 5.39% Q4 2025 Feb 09, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 17,373 1,668 0.47% 0.47% 987 -350 -1.97% Q4 2025 Feb 02, 2026
NORDEN GROUP LLC History Reduced 17,229 1,654 0.16% 0.3% 989 -13,895 -44.64% Q4 2025 Jan 13, 2026
Brooklyn Investment Group History New 17,168 1,652 0.08% 990 +17,168 New Q4 2025 Feb 12, 2026
Genesis Wealth Advisors, LLC History Reduced 17,194 1,651 1.13% 1.15% 991 -220 -1.26% Q4 2025 Feb 13, 2026
MidWestOne Financial Group, Inc. History Reduced 17,187 1,650 0.18% 0.2% 992 -533 -3.01% Q4 2025 Feb 12, 2026
DAVIS R M INC History Reduced 17,181 1,649 0.03% 0.03% 993 -2,270 -11.67% Q4 2025 Feb 12, 2026
Savior LLC History Added to 17,103 1,642 5.93% 6.21% 994 +2,151 14.39% Q4 2025 Jan 15, 2026
Leith Wheeler Investment Counsel Ltd. History Reduced 17,086 1,640 0.12% 0.11% 995 -20 -0.12% Q4 2025 Feb 12, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 16,955 1,628 0.08% 0.08% 996 +104 0.62% Q4 2025 Jan 27, 2026
Alpine Bank Wealth Management History Reduced 16,892 1,622 0.23% 0.23% 997 -611 -3.49% Q4 2025 Jan 15, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 16,882 1,621 1.11% 999 +16,882 New Q4 2025 Feb 17, 2026
Narus Financial Partners, LLC History Reduced 16,886 1,621 0.45% 0.49% 998 -2,108 -11.1% Q4 2025 Feb 09, 2026
Innova Wealth Partners History Reduced 16,863 1,619 0.82% 1.43% 1000 -11,426 -40.39% Q4 2025 Jan 07, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 16,845 1,617 1.9% 1.88% 1001 0 0.0% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Reduced 16,832 1,616 0.02% 0.02% 1002 -334 -1.95% Q4 2025 Feb 02, 2026
Plante Moran Financial Advisors, LLC History Added to 16,751 1,608 0.1% 0.09% 1003 +575 3.55% Q4 2025 Feb 05, 2026
Triasima Portfolio Management inc. History Added to 16,750 1,608 0.24% 0.23% 1004 +112 0.67% Q4 2025 Feb 02, 2026
Harbour Capital Advisors, LLC History Reduced 16,515 1,602 0.33% 0.33% 1005 -770 -4.45% Q4 2025 Jan 07, 2026
Michels Family Financial, LLC History Added to 16,685 1,602 1.18% 1.17% 1006 +536 3.32% Q4 2025 Feb 19, 2026
RIVERBRIDGE PARTNERS LLC History No change 16,647 1,598 0.03% 0.03% 1007 0 0.0% Q4 2025 Jan 13, 2026
MTM Investment Management, LLC History Added to 16,609 1,594 0.51% 0.45% 1008 +1,444 9.52% Q4 2025 Feb 09, 2026
Trust Point Inc. History Reduced 16,590 1,593 0.13% 0.13% 1009 -300 -1.78% Q4 2025 Jan 13, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 16,511 1,585 0.11% 0.11% 1010 -31 -0.19% Q4 2025 Feb 12, 2026
Wedmont Private Capital History Added to 16,080 1,574 0.05% 0.05% 1012 +595 3.84% Q4 2025 Jan 08, 2026
Zhang Financial LLC History Added to 16,398 1,574 0.06% 0.06% 1011 +198 1.22% Q4 2025 Feb 10, 2026
EQUITABLE TRUST CO History No change 16,380 1,572 0.07% 0.07% 1013 0 0.0% Q4 2025 Feb 02, 2026
FIRST MANHATTAN CO. LLC. History Reduced 16,341 1,569 0.0% 0.0% 1014 -225 -1.36% Q4 2025 Feb 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 16,334 1,568 0.05% 0.05% 1015 0 0.0% Q4 2025 Feb 12, 2026
ProVise Management Group, LLC History Reduced 16,322 1,567 0.11% 0.11% 1016 -220 -1.33% Q4 2025 Jan 29, 2026
FDx Advisors, Inc. History Reduced 16,301 1,565 0.8% 0.61% 1017 -5,406 -24.9% Q4 2025 Feb 10, 2026
Well Done, LLC History No change 16,290 1,564 0.23% 0.26% 1018 0 0.0% Q4 2025 Jan 13, 2026
Granite Harbor Advisors, Inc. History Added to 16,216 1,557 0.66% 0.63% 1019 +170 1.06% Q4 2025 Jan 22, 2026
1607 Capital Partners, LLC History New 16,150 1,550 0.11% 1020 +16,150 New Q4 2025 Feb 17, 2026
Hickory Point Bank & Trust History Added to 16,090 1,545 1.12% 1.06% 1021 +954 6.3% Q4 2025 Jan 12, 2026
Stordahl Capital Management, Inc. History Added to 16,066 1,542 0.32% 0.3% 1022 +637 4.13% Q4 2025 Jan 27, 2026
North Star Investment Management Corp. History Reduced 16,022 1,538 0.1% 0.1% 1023 -270 -1.66% Q4 2025 Jan 30, 2026
Independent Advisor Alliance History Added to 15,958 1,532 0.04% 0.04% 1024 +231 1.47% Q4 2025 Feb 04, 2026
SOA Wealth Advisors, LLC. History Added to 15,936 1,530 0.26% 0.23% 1025 +1,568 10.91% Q4 2025 Jan 20, 2026
Strategic Investment Advisors / MI History Reduced 15,932 1,529 0.13% 0.13% 1026 -159,761 -90.93% Q4 2025 Feb 17, 2026
HighRoad Wealth Advisors, LLC History New 15,862 1,523 1.45% 1027 +15,862 New Q4 2025 Jan 27, 2026
SBI Securities Co., Ltd. History Reduced 15,801 1,517 0.04% 0.04% 1028 -252 -1.57% Q4 2025 Feb 03, 2026
BAHL & GAYNOR INC History Added to 15,769 1,514 0.01% 0.01% 1029 +1,043 7.08% Q4 2025 Feb 12, 2026
Firestone Capital Management History Added to 15,765 1,513 0.32% 0.32% 1030 +72 0.46% Q4 2025 Feb 09, 2026
Pine Valley Investments Ltd Liability Co History Reduced 15,748 1,512 0.07% 0.07% 1031 -281 -1.75% Q4 2025 Feb 13, 2026
Wingate Wealth Advisors, Inc. History Added to 15,709 1,508 0.84% 1.01% 1032 +144 0.93% Q4 2025 Jan 28, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 15,668 1,504 0.07% 0.08% 1033 -100 -0.63% Q4 2025 Feb 11, 2026
Legacy Bridge, LLC History No change 15,634 1,501 0.61% 0.61% 1034 0 0.0% Q4 2025 Jan 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 15,558 1,494 0.11% 0.1% 1036 +233 1.52% Q4 2025 Feb 12, 2026
BUILDER INVESTMENT GROUP INC /ADV History Reduced 15,562 1,494 0.32% 0.33% 1035 -65 -0.42% Q4 2025 Jan 28, 2026
Wolff Financial Management LLC History Added to 15,509 1,489 0.33% 0.33% 1037 +166 1.08% Q4 2025 Feb 06, 2026
Legacy Advisors, LLC History Added to 15,500 1,488 0.16% 0.17% 1038 +345 2.28% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 15,473 1,485 0.05% 0.06% 1039 -4,484 -22.47% Q4 2025 Feb 17, 2026
Sterling Investment Advisors, Ltd. History Added to 15,555 1,478 0.27% 0.27% 1040 +711 4.79% Q4 2025 Feb 09, 2026
Journey Advisory Group, LLC History Added to 15,418 1,477 0.12% 0.09% 1041 +3,059 24.75% Q4 2025 Jan 27, 2026
Buck Wealth Strategies, LLC History Reduced 15,370 1,476 0.19% 0.24% 1042 -3,219 -17.32% Q4 2025 Feb 03, 2026
TFC Financial Management, Inc. History Added to 15,344 1,473 0.18% 0.16% 1043 +2,000 14.99% Q4 2025 Jan 23, 2026
ECLECTIC ASSOCIATES INC /ADV History New 15,268 1,466 0.23% 1044 +15,268 New Q4 2025 Feb 03, 2026
Cambridge Advisors Inc. History Reduced 15,182 1,457 0.28% 0.28% 1045 -4 -0.03% Q4 2025 Jan 21, 2026
TFO Wealth Partners, LLC History Reduced 15,126 1,452 0.22% 0.25% 1046 -1,056 -6.53% Q4 2025 Feb 05, 2026
Navis Wealth Advisors, LLC History Added to 15,112 1,451 0.61% 0.81% 1047 +3,499 30.13% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History Reduced 15,075 1,447 0.04% 0.04% 1048 -4 -0.03% Q4 2025 Feb 10, 2026
M Holdings Securities, Inc. History New 15,045 1,445 0.1% 1049 +15,045 New Q4 2025 Feb 11, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 15,047 1,445 0.62% 0.61% 1050 +247 1.67% Q4 2025 Feb 05, 2026
Manhattan West Asset Management, LLC History Added to 15,030 1,443 0.3% 0.24% 1052 +2,913 24.04% Q4 2025 Feb 02, 2026
Edgestream Partners, L.P. History Added to 15,028 1,443 0.04% 0.04% 1051 +906 6.42% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Reduced 14,992 1,439 0.03% 0.03% 1054 -345 -2.25% Q4 2025 Feb 03, 2026
TOMPKINS FINANCIAL CORP History No change 14,992 1,439 0.11% 0.12% 1053 0 0.0% Q4 2025 Jan 08, 2026
Affiance Financial, LLC History No change 14,967 1,437 0.23% 0.25% 1055 0 0.0% Q4 2025 Jan 21, 2026
Tortoise Investment Management, LLC History Reduced 14,958 1,436 0.13% 0.14% 1056 -1,400 -8.56% Q4 2025 Feb 06, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 14,941 1,434 0.1% 0.1% 1057 +241 1.64% Q4 2025 Jan 07, 2026
Hexagon Capital Partners LLC History Added to 14,935 1,434 0.27% 0.28% 1059 +18 0.12% Q4 2025 Feb 06, 2026
Sunburst Financial Group, LLC History Added to 14,939 1,434 0.29% 0.29% 1058 +10 0.07% Q4 2025 Jan 21, 2026
CSM Advisors, LLC History No change 14,900 1,431 0.04% 0.04% 1060 0 0.0% Q4 2025 Feb 11, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 14,369 1,430 0.36% 0.34% 1061 0 0.0% Q4 2025 Jan 22, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 14,854 1,426 0.13% 0.13% 1062 +29 0.2% Q4 2025 Jan 16, 2026
Patten Group, Inc. History Reduced 14,821 1,423 0.26% 0.28% 1063 -393 -2.58% Q4 2025 Jan 23, 2026
ANCHYRA PARTNERS LLC History New 14,603 1,402 0.43% 1065 +14,603 New Q4 2025 Jan 29, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 14,600 1,402 0.07% 0.07% 1064 0 0.0% Q4 2025 Jan 27, 2026
Hudson Portfolio Management LLC History Added to 14,594 1,401 1.21% 1.2% 1066 +95 0.66% Q4 2025 Feb 13, 2026
LaSalle St. Investment Advisors, LLC History Reduced 14,517 1,394 0.22% 0.25% 1067 -486 -3.24% Q4 2025 Feb 17, 2026
Emprise Bank History No change 14,452 1,387 0.58% 0.58% 1068 0 0.0% Q4 2025 Jan 28, 2026
Roehl & Yi Investment Advisors, LLC History New 14,437 1,386 0.55% 1069 +14,437 New Q4 2025 Feb 17, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 14,380 1,380 0.07% 0.07% 1070 +225 1.59% Q4 2025 Feb 02, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 14,316 1,374 0.43% 0.44% 1071 +233 1.65% Q4 2025 Jan 07, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 14,247 1,368 0.09% 0.06% 1072 +3,855 37.1% Q4 2025 Jan 23, 2026
CGN Advisors LLC History Reduced 14,174 1,361 0.11% 0.12% 1073 -1,182 -7.7% Q4 2025 Jan 05, 2026
Traynor Capital Management, Inc. History Added to 14,171 1,360 0.07% 0.07% 1074 +503 3.68% Q4 2025 Jan 12, 2026
Towerpoint Wealth, LLC History Added to 14,149 1,358 0.54% 0.52% 1075 +501 3.67% Q4 2025 Jan 15, 2026
Diversified Portfolios, Inc. History Reduced 14,107 1,354 0.11% 0.12% 1076 -162 -1.14% Q4 2025 Feb 09, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 14,095 1,353 0.2% 0.19% 1077 +1,007 7.69% Q4 2025 Jan 23, 2026
Valued Retirements, Inc. History No change 14,071 1,351 1.32% 1.42% 1078 0 0.0% Q4 2025 Feb 09, 2026
Ledyard National Bank History Reduced 14,023 1,346 0.12% 0.12% 1079 -257 -1.8% Q4 2025 Jan 21, 2026
Del-Sette Capital Management, LLC History No change 14,007 1,345 0.83% 0.81% 1080 0 0.0% Q4 2025 Feb 02, 2026
Aspen Capital Management, LLC History No change 14,000 1,344 0.33% 0.33% 1081 0 0.0% Q4 2025 Jan 29, 2026
BEACON FINANCIAL GROUP History New 13,994 1,343 0.13% 1082 +13,994 New Q4 2025 Apr 01, 2026
Global Trust Wealth Management LLC History New 13,980 1,342 0.99% 1083 +13,980 New Q4 2025 Jan 28, 2026
Members Trust Co History Reduced 13,963 1,340 0.04% 0.04% 1084 -545 -3.76% Q4 2025 Jan 15, 2026
Balboa Wealth Partners History Added to 13,879 1,332 0.22% 0.22% 1085 +85 0.62% Q4 2025 Jan 16, 2026
Haverford Trust Co History Added to 13,826 1,327 0.01% 0.01% 1086 +632 4.79% Q4 2025 Feb 13, 2026
Red Tortoise LLC History Added to 13,717 1,317 0.56% 0.55% 1087 +71 0.52% Q4 2025 Jan 22, 2026
Park Edge Advisors, LLC History Added to 13,678 1,313 0.3% 0.18% 1088 +5,237 62.04% Q4 2025 Jan 16, 2026
FIRST MERCHANTS CORP History No change 13,625 1,308 0.05% 0.05% 1089 0 0.0% Q4 2025 Jan 12, 2026
Stratos Investment Management, LLC History Added to 13,588 1,304 0.05% 0.05% 1090 +254 1.9% Q4 2025 Jan 20, 2026
Meeder Advisory Services, Inc. History Added to 13,558 1,301 0.06% 0.03% 1092 +6,573 94.1% Q4 2025 Feb 11, 2026
PACIFIC FINANCIAL GROUP INC History Added to 13,548 1,301 0.72% 0.71% 1091 +3,250 31.56% Q4 2025 Feb 17, 2026
NerdWallet Wealth Partners, LLC History Reduced 13,536 1,299 0.58% 0.63% 1093 -222 -1.61% Q4 2025 Jan 13, 2026
Sovereign Financial Group, Inc. History Reduced 13,447 1,291 0.22% 0.24% 1094 -311 -2.26% Q4 2025 Jan 07, 2026
VICTORY FINANCIAL GROUP, LLC History Reduced 13,447 1,291 0.16% 0.17% 1095 -63 -0.47% Q4 2025 Jan 15, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 13,360 1,282 0.1% 0.11% 1096 -399 -2.9% Q4 2025 Jan 28, 2026
Long Road Investment Counsel, LLC History Reduced 13,340 1,281 0.49% 0.5% 1097 -1,725 -11.45% Q4 2025 Feb 04, 2026
Frederick Financial Consultants, LLC History Added to 13,341 1,281 0.7% 0.7% 1098 +55 0.41% Q4 2025 Feb 10, 2026
Apeiron RIA LLC History Added to 12,626 1,276 0.26% 0.25% 1099 +554 4.59% Q4 2025 Feb 03, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 13,261 1,273 0.1% 0.1% 1100 -121 -0.9% Q4 2025 Feb 06, 2026
Sandy Cove Advisors, LLC History Added to 13,213 1,268 0.38% 0.38% 1101 +461 3.62% Q4 2025 Feb 09, 2026
GFS Advisors, LLC History Added to 13,200 1,267 0.15% 0.15% 1102 +331 2.57% Q4 2025 Feb 11, 2026
Sunflower Bank, N.A. History No change 13,190 1,266 0.32% 0.3% 1103 0 0.0% Q4 2025 Jan 09, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 13,182 1,265 0.21% 0.24% 1104 -2,153 -14.04% Q4 2025 Jan 15, 2026
CAMBIENT FAMILY OFFICE, LLC History New 13,164 1,264 0.18% 1105 +13,164 New Q4 2025 Feb 20, 2026
PKS Advisory Services, LLC History Reduced 13,110 1,258 0.29% 0.26% 1106 -45 -0.34% Q4 2025 Feb 02, 2026
Insight Wealth Strategies, LLC History Added to 13,063 1,254 0.14% 0.13% 1108 +1,525 13.22% Q4 2025 Jan 02, 2026
Ironwood Investment Counsel, LLC History Reduced 13,062 1,254 0.18% 0.19% 1107 -1,165 -8.19% Q4 2025 Feb 06, 2026
GTS SECURITIES LLC History Added to 13,057 1,253 0.04% 0.02% 1109 +7,529 136.2% Q4 2025 Feb 13, 2026
CHAPIN DAVIS, INC. History Reduced 13,009 1,249 0.29% 0.3% 1110 -34 -0.26% Q4 2025 Jan 30, 2026
Virtue Capital Management, LLC History Added to 12,806 1,242 0.19% 0.08% 1112 +4,123 47.48% Q4 2025 Feb 18, 2026
GW&K Investment Management, LLC History Added to 12,929 1,242 0.01% 0.01% 1111 +1,100 9.3% Q4 2025 Feb 11, 2026
SAPIENT CAPITAL LLC History Reduced 12,823 1,236 0.02% 0.02% 1113 -174 -1.34% Q4 2025 Feb 05, 2026
Cyndeo Wealth Partners, LLC History Added to 12,864 1,235 0.07% 0.06% 1114 +1,480 13.0% Q4 2025 Jan 07, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 12,825 1,231 0.04% 0.04% 1115 -109 -0.84% Q4 2025 Jan 30, 2026
Palumbo Wealth Management LLC History New 12,796 1,228 0.3% 1116 +12,796 New Q4 2025 Jan 21, 2026
Kovitz Investment Group Partners, LLC History Reduced 12,754 1,224 0.03% 0.24% 1117 -635,908 -98.03% Q4 2025 Feb 20, 2026
WealthShield Partners, LLC History Added to 12,747 1,224 0.13% 0.13% 1118 +116 0.92% Q4 2025 Feb 03, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 12,717 1,221 0.1% 0.1% 1119 0 0.0% Q4 2025 Feb 03, 2026
River Wealth Advisors LLC History Reduced 12,713 1,220 0.14% 0.15% 1120 -1,364 -9.69% Q4 2025 Feb 13, 2026
Pitcairn Wealth Advisors LLC History New 12,701 1,219 0.11% 1121 +12,701 New Q4 2025 Feb 13, 2026
Aspen Investment Management Inc History Added to 12,680 1,218 0.37% 0.44% 1122 +500 4.11% Q4 2025 Feb 06, 2026
Koshinski Asset Management, Inc. History Added to 12,677 1,217 0.08% 0.06% 1123 +3,153 33.11% Q4 2025 Feb 03, 2026
Stratos Wealth Advisors, LLC History Added to 12,674 1,217 0.06% 0.05% 1124 +1,907 17.71% Q4 2025 Jan 20, 2026
Rothschild Wealth LLC History Added to 12,631 1,212 0.12% 0.08% 1125 +8,783 228.25% Q4 2025 Feb 17, 2026
Core Wealth Advisors, Inc. History Reduced 12,594 1,209 0.31% 0.32% 1126 -528 -4.02% Q4 2025 Feb 17, 2026
Verity Asset Management, Inc. History New 12,543 1,204 0.52% 1127 +12,543 New Q4 2025 Jan 30, 2026
Beaumont Financial Advisors, LLC History Reduced 12,512 1,201 0.08% 0.09% 1128 -1,270 -9.21% Q4 2025 Jan 16, 2026
Paladin Advisory Group, LLC History Reduced 12,505 1,200 0.88% 1.02% 1129 -1,445 -10.36% Q4 2025 Jan 21, 2026
SIMPLEX TRADING, LLC History New 12,489 1,199 0.0% 1130 +12,489 New Q4 2025 Feb 11, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 12,463 1,196 0.07% 0.07% 1131 +1,007 8.79% Q4 2025 Feb 04, 2026
Genesee Capital Advisors, LLC History Added to 12,421 1,192 0.48% 0.3% 1132 +4,927 65.75% Q4 2025 Jan 16, 2026
Impact Capital Partners LLC History Added to 12,422 1,192 0.35% 0.24% 1133 +4,004 47.56% Q4 2025 Jan 07, 2026
Advocacy Wealth Management, LLC History No change 12,345 1,185 0.05% 0.05% 1134 0 0.0% Q4 2025 Feb 11, 2026
Corundum Trust Company, INC History Reduced 12,319 1,182 2.69% 2.58% 1135 -407 -3.2% Q4 2025 Jan 20, 2026
Colonial Trust Co / SC History No change 12,287 1,179 0.16% 0.15% 1136 0 0.0% Q4 2025 Feb 12, 2026
Gladwyn Financial Advisors, Inc. History Reduced 12,273 1,178 0.83% 1.01% 1137 -2,787 -18.51% Q4 2025 Jan 08, 2026
High Net Worth Advisory Group LLC History No change 12,250 1,176 0.27% 0.28% 1138 0 0.0% Q4 2025 Jan 23, 2026
SENTINEL TRUST CO LBA History Reduced 12,137 1,166 0.11% 0.12% 1139 -912 -6.99% Q4 2025 Jan 29, 2026
BridgePort Financial Solutions, LLC History No change 12,149 1,166 0.31% 0.3% 1140 0 0.0% Q4 2025 Jan 16, 2026
REBALANCE, LLC History Added to 12,138 1,165 0.07% 0.07% 1141 +160 1.34% Q4 2025 Jan 15, 2026
Bank of Marin History Reduced 12,122 1,164 0.8% 0.81% 1142 -230 -1.86% Q4 2025 Feb 17, 2026
CFM WEALTH PARTNERS LLC History Reduced 12,108 1,162 0.17% 0.17% 1143 -746 -5.8% Q4 2025 Jan 27, 2026
MAIRS & POWER INC History Reduced 12,093 1,161 0.01% 0.01% 1144 -393 -3.15% Q4 2025 Feb 17, 2026
Radnor Capital Management, LLC History No change 12,100 1,161 0.17% 0.17% 1145 0 0.0% Q4 2025 Feb 06, 2026
Lynch Investment Planning, LLC History New 12,052 1,157 1.11% 1146 +12,052 New Q4 2025 Feb 24, 2026
Ironwood Wealth Management, LLC. History Added to 12,020 1,154 0.34% 0.37% 1147 +277 2.36% Q4 2025 Feb 02, 2026
Leo Wealth, LLC History Added to 12,003 1,152 0.08% 0.05% 1149 +8,106 208.01% Q4 2025 Jan 21, 2026
Keystone Wealth Services, LLC History Added to 12,003 1,152 0.24% 0.24% 1148 +44 0.37% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History Added to 11,935 1,151 0.04% 0.06% 1150 +1,671 16.28% Q4 2025 Feb 13, 2026
Baron Wealth Management LLC History Added to 11,854 1,138 0.35% 0.36% 1151 +168 1.44% Q4 2025 Jan 14, 2026
PARK NATIONAL CORP /OH/ History Reduced 11,817 1,134 0.04% 0.04% 1152 -176 -1.47% Q4 2025 Jan 05, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 11,761 1,129 0.04% 0.05% 1153 -1,045 -8.16% Q4 2025 Feb 04, 2026
Fortis Capital Advisors, LLC History Reduced 11,754 1,128 0.17% 0.17% 1154 -17 -0.14% Q4 2025 Jan 27, 2026
Keudell/Morrison Wealth Management History New 11,738 1,127 0.24% 1155 +11,738 New Q4 2025 Feb 06, 2026
MBL Wealth, LLC History Added to 11,745 1,127 0.09% 0.09% 1156 +1,295 12.39% Q4 2025 Jan 21, 2026
Partners in Financial Planning History Added to 11,659 1,119 0.19% 0.19% 1157 +49 0.42% Q4 2025 Feb 02, 2026
David J Yvars Group History Reduced 11,615 1,115 0.59% 0.58% 1158 -19 -0.16% Q4 2025 Jan 12, 2026
MidAtlantic Capital Management, Inc. History No change 11,604 1,114 0.71% 0.74% 1159 0 0.0% Q4 2025 Feb 10, 2026
One Charles Private Wealth Services, LLC History New 11,580 1,112 0.29% 1160 +11,580 New Q4 2025 Feb 06, 2026
SAXON INTERESTS, INC. History Reduced 11,584 1,112 0.39% 0.47% 1161 -1,664 -12.56% Q4 2025 Feb 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 11,537 1,107 0.02% 0.02% 1162 -1,200 -9.42% Q4 2025 Feb 12, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 11,525 1,106 0.04% 0.05% 1163 -3,430 -22.94% Q4 2025 Jan 28, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 11,498 1,104 0.09% 0.1% 1164 -101 -0.87% Q4 2025 Feb 17, 2026
Wellspring Financial Advisors, LLC History New 11,455 1,100 0.09% 1165 +11,455 New Q4 2025 Feb 11, 2026
Alpha Cubed Investments, LLC History Added to 11,446 1,099 0.04% 0.04% 1166 +420 3.81% Q4 2025 Feb 03, 2026
TCV Trust & Wealth Management, Inc. History Reduced 11,442 1,098 0.09% 0.09% 1167 -10 -0.09% Q4 2025 Jan 23, 2026
HEADINVEST, LLC History Added to 11,414 1,096 0.22% 0.19% 1168 +1,538 15.57% Q4 2025 Feb 02, 2026
Jefferies Financial Group Inc. History Reduced 11,372 1,092 0.01% 0.01% 1169 -11,933 -51.2% Q4 2025 Feb 09, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 11,377 1,092 0.18% 0.18% 1171 +539 4.97% Q4 2025 Feb 10, 2026
Independent Wealth Network Inc. History Added to 11,381 1,092 0.33% 0.33% 1170 +387 3.52% Q4 2025 Jan 26, 2026
TRUEFG, LLC History Reduced 11,347 1,089 0.29% 0.29% 1173 -38 -0.33% Q4 2025 Jan 21, 2026
SeaCrest Wealth Management, LLC History No change 11,124 1,089 0.11% 0.11% 1172 0 0.0% Q4 2025 Jan 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 11,288 1,084 0.05% 0.06% 1174 -100 -0.88% Q4 2025 Jan 28, 2026
LCNB CORP History Added to 11,284 1,083 0.36% 0.31% 1175 +1,700 17.74% Q4 2025 Feb 10, 2026
Seven Post Investment Office LP History No change 11,268 1,082 0.39% 0.38% 1176 0 0.0% Q4 2025 Jan 29, 2026
Aegis Wealth Management LLC History Reduced 11,226 1,078 0.61% 1.36% 1177 -16,065 -58.87% Q4 2025 Jan 14, 2026
MSH Capital Advisors LLC History Reduced 11,236 1,078 0.23% 0.28% 1178 -79 -0.7% Q4 2025 Feb 09, 2026
Sound Income Strategies, LLC History Added to 10,823 1,077 0.05% 0.02% 1179 +6,577 154.9% Q4 2025 Jan 21, 2026
Wealthspire Retirement, LLC History Reduced 11,203 1,075 0.07% 0.07% 1180 -7 -0.06% Q4 2025 Feb 18, 2026
Avantax Planning Partners, Inc. History Reduced 11,166 1,072 0.03% 0.04% 1181 -3,611 -24.44% Q4 2025 Feb 05, 2026
Tranquilli Financial Advisor LLC History Added to 11,110 1,066 0.62% 0.6% 1182 +300 2.78% Q4 2025 Jan 27, 2026
Bedminster, LLC History New 11,089 1,064 0.98% 1184 +11,089 New Q4 2025 Feb 05, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 11,085 1,064 0.41% 0.6% 1183 -5,760 -34.19% Q4 2025 Feb 13, 2026
Redwood Park Advisors LLC History Reduced 11,075 1,063 0.72% 0.96% 1185 -4,565 -29.19% Q4 2025 Feb 17, 2026
PENNINGTON PARTNERS & CO., LLC History Added to 10,983 1,054 0.42% 0.49% 1186 +3 0.03% Q4 2025 Feb 17, 2026
Capital Investment Advisors, LLC History Reduced 10,932 1,049 0.02% 0.02% 1187 -520 -4.54% Q4 2025 Jan 13, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 10,903 1,047 0.07% 0.07% 1188 -126 -1.14% Q4 2025 Jan 28, 2026
Breakwater Capital Group History Added to 10,881 1,044 0.15% 0.15% 1189 +32 0.29% Q4 2025 Jan 09, 2026
21 West Wealth Management LLC History No change 10,846 1,041 0.95% 0.96% 1190 0 0.0% Q4 2025 Jan 13, 2026
Truepoint, Inc. History Reduced 10,830 1,040 0.02% 0.03% 1191 -1,213 -10.07% Q4 2025 Feb 11, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Added to 10,790 1,036 0.19% 0.16% 1192 +1,440 15.4% Q4 2025 Feb 09, 2026
O'Connor Financial Group LLC History Reduced 10,344 1,034 0.41% 0.41% 1193 -24 -0.23% Q4 2025 Jan 26, 2026
Ausdal Financial Partners, Inc. History Reduced 10,709 1,028 0.05% 0.34% 1194 -63,875 -85.64% Q4 2025 Feb 13, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 10,593 1,027 0.16% 0.14% 1195 +1,610 17.92% Q4 2025 Jan 08, 2026
JSF Financial, LLC History Reduced 10,672 1,024 0.21% 0.23% 1196 -221 -2.03% Q4 2025 Feb 04, 2026
Roof Eidam Maycock Peralta, LLC History Added to 10,658 1,023 0.23% 0.21% 1197 +1,358 14.6% Q4 2025 Jan 26, 2026
Capital Planning Advisors, LLC History No change 10,650 1,022 0.14% 0.14% 1198 0 0.0% Q4 2025 Feb 17, 2026
Betterment LLC History Reduced 10,617 1,020 0.0% 0.0% 1199 -3,339 -23.93% Q4 2025 Feb 12, 2026
Archvest Wealth Advisors, Inc. History Added to 10,625 1,020 0.65% 0.88% 1200 +11 0.1% Q4 2025 Feb 13, 2026
SC&H Financial Advisors, Inc. History Reduced 10,620 1,019 0.16% 0.17% 1201 -601 -5.36% Q4 2025 Jan 21, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 10,613 1,019 0.24% 0.25% 1202 -358 -3.26% Q4 2025 Feb 02, 2026
CENTRAL TRUST Co History No change 10,582 1,016 0.02% 0.02% 1203 0 0.0% Q4 2025 Feb 02, 2026
Park Capital Management, LLC / WI History Added to 10,567 1,014 0.73% 0.73% 1204 +822 8.44% Q4 2025 Jan 20, 2026
HORAN Wealth, LLC History Added to 10,535 1,011 0.16% 0.15% 1205 +176 1.7% Q4 2025 Feb 04, 2026
55 North Private Wealth, LLC History New 10,519 1,010 0.27% 1206 +10,519 New Q4 2025 Jan 27, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 10,154 1,009 0.07% 0.07% 1207 +864 9.3% Q4 2025 Feb 13, 2026
Blueprint Investment Partners LLC History New 10,494 1,007 0.11% 1208 +10,494 New Q4 2025 Feb 17, 2026
Schusterman Interests, LLC History New 10,460 1,004 0.23% 1210 +10,460 New Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Added to 10,457 1,004 0.04% 0.04% 1209 +113 1.09% Q4 2025 Feb 09, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 10,455 1,003 0.46% 0.54% 1211 -1,575 -13.09% Q4 2025 Jan 16, 2026
Sunbelt Securities, Inc. History Added to 10,409 999 0.07% 0.06% 1212 +633 6.48% Q4 2025 Feb 20, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 10,400 998 0.01% 0.01% 1213 +16 0.15% Q4 2025 Feb 10, 2026
Lansing Street Advisors History Added to 10,323 991 0.25% 0.25% 1214 +184 1.81% Q4 2025 Jan 26, 2026
PFG Investments, LLC History Added to 10,291 988 0.05% 0.05% 1215 +987 10.61% Q4 2025 Jan 26, 2026
Private Wealth Group, LLC History No change 10,262 985 0.47% 0.48% 1216 0 0.0% Q4 2025 Jan 12, 2026
Stephenson & Company, Inc. History No change 10,257 984 0.54% 0.55% 1217 0 0.0% Q4 2025 Jan 27, 2026
ESL Trust Services, LLC History Added to 10,244 983 0.19% 0.17% 1218 +892 9.54% Q4 2025 Feb 10, 2026
Crusonia Wealth Advisors LLC History New 10,228 982 0.22% 1219 +10,228 New Q4 2025 Feb 18, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 10,216 981 0.0% 0.0% 1220 -10,755 -51.29% Q4 2025 Jan 22, 2026
Next Capital Management LLC History No change 10,216 981 0.31% 0.32% 1221 0 0.0% Q4 2025 Feb 11, 2026
Vantus Wealth LLC History New 10,199 979 0.72% 1224 +10,199 New Q4 2025 Feb 10, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 10,200 979 0.18% 0.2% 1223 -1,105 -9.77% Q4 2025 Jan 28, 2026
Pine Haven Investment Counsel, Inc History No change 10,197 979 0.7% 0.69% 1222 0 0.0% Q4 2025 Jan 08, 2026
ADIRONDACK TRUST CO History Reduced 10,143 974 0.32% 0.51% 1225 -6,026 -37.27% Q4 2025 Jan 08, 2026
Cypress Wealth Services, LLC History Added to 10,117 971 0.13% 0.14% 1226 +700 7.43% Q4 2025 Jan 14, 2026
Golden State Wealth Management, LLC History Added to 10,120 971 0.1% 0.1% 1227 +232 2.35% Q4 2025 Feb 13, 2026
DECISION INVESTMENTS, INC History New 10,075 967 1.06% 1228 +10,075 New Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 10,058 965 0.05% 0.04% 1230 -448 -4.26% Q4 2025 Jan 21, 2026
SHAYNE & JACOBS, LLC History No change 10,053 965 0.29% 0.29% 1229 0 0.0% Q4 2025 Jan 27, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 10,042 964 0.06% 0.06% 1231 0 0.0% Q4 2025 Jan 21, 2026
RESTON WEALTH MANAGEMENT LLC History Added to 10,019 962 0.29% 0.3% 1232 +201 2.05% Q4 2025 Feb 12, 2026
TMB Capital Partners, LLC History New 9,981 958 0.33% 1235 +9,981 New Q4 2025 Feb 19, 2026
BURNEY CO/ History Added to 9,981 958 0.03% 0.03% 1233 +466 4.9% Q4 2025 Jan 23, 2026
McIlrath & Eck, LLC History Added to 9,978 958 0.09% 0.1% 1234 +21 0.21% Q4 2025 Feb 03, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 9,957 956 0.07% 0.1% 1236 -602 -5.7% Q4 2025 Jan 27, 2026
Peterson Wealth Advisors, LLC History Added to 9,956 956 0.13% 0.14% 1237 +177 1.81% Q4 2025 Jan 09, 2026
Gen-Wealth Partners Inc History No change 9,958 956 0.31% 0.31% 1238 0 0.0% Q4 2025 Feb 13, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 9,954 955 0.8% 1240 +9,954 New Q4 2025 Feb 13, 2026
GWN SECURITIES INC. History Added to 9,953 955 0.19% 0.14% 1239 +3,364 51.05% Q4 2025 Feb 11, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Reduced 9,937 954 0.13% 0.15% 1241 -1,330 -11.8% Q4 2025 Jan 14, 2026
SUMMIT SECURITIES GROUP LLC History New 9,900 950 0.12% 1242 +9,900 New Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 9,899 950 0.06% 1244 +9,899 New Q4 2025 Feb 10, 2026
Holistic Financial Partners History Reduced 9,898 950 0.34% 0.38% 1243 -79 -0.79% Q4 2025 Jan 07, 2026
Vontobel Holding Ltd. History Reduced 9,889 949 0.0% 0.0% 1246 -2,653 -21.15% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 9,885 949 0.01% 0.01% 1245 +289 3.01% Q4 2025 Jan 20, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 9,810 942 0.44% 0.39% 1247 +1,358 16.07% Q4 2025 Jan 23, 2026
WHALEROCK POINT PARTNERS, LLC History No change 9,750 936 0.18% 0.18% 1248 0 0.0% Q4 2025 Feb 13, 2026
Oakworth Capital, Inc. History No change 9,755 936 0.05% 0.05% 1249 0 0.0% Q4 2025 Jan 30, 2026
Private Wealth Management Group, LLC History Added to 9,740 935 0.25% 0.25% 1250 +25 0.26% Q4 2025 Jan 23, 2026
Empirical Asset Management, LLC History Added to 9,715 932 0.26% 0.25% 1251 +126 1.31% Q4 2025 Feb 06, 2026
CAMDEN NATIONAL BANK History No change 9,696 931 0.13% 0.13% 1252 0 0.0% Q4 2025 Feb 10, 2026
Marietta Wealth Management, LLC History No change 9,688 930 0.11% 0.11% 1253 0 0.0% Q4 2025 Jan 28, 2026
IFG Advisory, LLC History Reduced 9,675 929 0.04% 0.05% 1255 -2,223 -18.68% Q4 2025 Feb 10, 2026
TOTAL INVESTMENT MANAGEMENT INC History Reduced 9,684 929 0.12% 0.13% 1254 -623 -6.04% Q4 2025 Feb 03, 2026
Mezzasalma Advisors, LLC History Added to 9,579 928 0.22% 0.22% 1257 +388 4.22% Q4 2025 Jan 21, 2026
Aspen Grove Capital, LLC History Added to 9,666 928 0.16% 0.15% 1256 +13 0.13% Q4 2025 Feb 17, 2026
Noble Wealth Management PBC History Reduced 9,657 927 0.47% 0.53% 1258 -1,100 -10.23% Q4 2025 Jan 05, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 9,645 926 0.03% 0.03% 1259 -24 -0.25% Q4 2025 Jan 12, 2026
RKL Wealth Management LLC History Reduced 9,605 922 0.08% 0.08% 1260 -109 -1.12% Q4 2025 Feb 12, 2026
Thomasville National Bank History Added to 9,577 919 0.06% 0.05% 1261 +1,017 11.88% Q4 2025 Jan 26, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 9,562 918 0.03% 0.03% 1262 -1,110 -10.4% Q4 2025 Feb 10, 2026
NESTEGG ADVISORS, INC. History Reduced 9,537 915 0.78% 0.8% 1263 -160 -1.65% Q4 2025 Jan 21, 2026
Beacon Bank & Trust History No change 9,523 914 0.19% 0.19% 1264 0 0.0% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Added to 9,514 913 0.02% 0.01% 1265 +7,300 329.72% Q4 2025 Feb 13, 2026
Relyea Zuckerberg Hanson LLC History Added to 9,458 908 0.09% 0.09% 1266 +594 6.7% Q4 2025 Jan 20, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 9,437 906 0.05% 0.05% 1267 +582 6.57% Q4 2025 Feb 10, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 9,430 905 0.18% 0.27% 1268 -5,479 -36.75% Q4 2025 Jan 12, 2026
InvesTrust History Added to 9,428 905 0.35% 0.3% 1269 +515 5.78% Q4 2025 Jan 14, 2026
Clear Point Advisors Inc. History Added to 9,405 903 0.7% 0.67% 1270 +161 1.74% Q4 2025 Feb 10, 2026
Green Ridge Wealth Planning LLC History New 9,367 899 0.46% 1271 +9,367 New Q4 2025 Mar 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 9,298 892 0.07% 0.27% 1272 -32,081 -77.53% Q4 2025 Jan 23, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 9,285 891 0.06% 0.06% 1273 +265 2.94% Q4 2025 Feb 05, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 9,268 890 0.74% 1274 +9,268 New Q4 2025 Mar 03, 2026
Missouri Trust & Investment Co History Added to 9,223 885 0.26% 0.25% 1275 +218 2.42% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 9,204 883 0.02% 0.02% 1276 +146 1.61% Q4 2025 Jan 30, 2026
CWA Asset Management Group, LLC History No change 9,175 881 0.03% 0.03% 1277 0 0.0% Q4 2025 Jan 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 9,171 880 0.04% 0.03% 1278 +3,471 60.89% Q4 2025 Feb 11, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 9,128 880 0.24% 0.26% 1279 -82 -0.89% Q4 2025 Jan 14, 2026
Purkiss Capital Advisors LLC History No change 9,172 880 0.41% 0.41% 1280 0 0.0% Q4 2025 Feb 04, 2026
Waterford Advisors, LLC History Reduced 9,146 878 0.34% 0.3% 1281 -100 -1.08% Q4 2025 Feb 20, 2026
Elgethun Capital Management History Added to 9,138 877 0.15% 0.16% 1282 +1 0.01% Q4 2025 Feb 10, 2026
Compass Planning Associates Inc History Reduced 9,110 874 0.61% 0.95% 1284 -1,964 -17.74% Q4 2025 Jan 22, 2026
Sunpointe, LLC History Reduced 9,107 874 0.29% 0.31% 1283 -174 -1.87% Q4 2025 Jan 23, 2026
Yardley Wealth Management LLC History Reduced 9,101 873 0.46% 0.48% 1287 -140 -1.51% Q4 2025 Feb 05, 2026
Wealth Preservation Advisors, LLC History Added to 9,093 873 0.44% 0.49% 1286 +24 0.26% Q4 2025 Feb 23, 2026
Alley Investment Management Company, LLC History No change 9,095 873 0.1% 0.1% 1285 0 0.0% Q4 2025 Jan 27, 2026
Eagle Strategies LLC History Added to 9,019 866 0.11% 0.08% 1289 +2,230 32.85% Q4 2025 Jan 23, 2026
Alpha Omega Wealth Management LLC History Added to 9,021 866 0.14% 0.14% 1288 +160 1.81% Q4 2025 Jan 22, 2026
Asset Dedication, LLC History Reduced 9,018 865 0.06% 0.06% 1290 -208 -2.25% Q4 2025 Jan 26, 2026
AMERICAN NATIONAL BANK & TRUST History No change 8,984 862 0.08% 0.08% 1291 0 0.0% Q4 2025 Jan 20, 2026
Bond & Devick Financial Network, Inc. History No change 8,975 861 0.24% 0.25% 1292 0 0.0% Q4 2025 Jan 14, 2026
TRUST CO OF OKLAHOMA History No change 8,921 856 0.25% 0.25% 1293 0 0.0% Q4 2025 Jan 14, 2026
EARNEST PARTNERS LLC History No change 8,905 855 0.0% 0.0% 1294 0 0.0% Q4 2025 Feb 12, 2026
STAGE HARBOR FINANCIAL, LLC History No change 8,867 851 0.57% 0.61% 1295 0 0.0% Q4 2025 Feb 17, 2026
Garde Capital, Inc. History Reduced 8,845 849 0.05% 0.05% 1296 -3,023 -25.47% Q4 2025 Feb 10, 2026
Fortitude Family Office, LLC History Added to 8,838 848 0.2% 0.12% 1297 +4,184 89.9% Q4 2025 Jan 15, 2026
Bath Savings Trust Co History Added to 8,819 846 0.08% 0.07% 1298 +940 11.93% Q4 2025 Jan 12, 2026
Bragg Financial Advisors, Inc History Added to 8,784 843 0.03% 0.03% 1299 +216 2.52% Q4 2025 Feb 13, 2026
Disciplined Investments, LLC History Reduced 8,652 830 0.32% 0.33% 1301 -163 -1.85% Q4 2025 Feb 05, 2026
Donor Advised Charitable Giving, Inc. History Added to 8,644 830 0.02% 0.02% 1300 +55 0.64% Q4 2025 Jan 23, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 8,635 829 0.13% 0.14% 1302 +157 1.85% Q4 2025 Jan 22, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 8,631 828 0.05% 0.05% 1303 0 0.0% Q4 2025 Feb 10, 2026
Essex Financial Services, Inc. History Added to 8,611 826 0.05% 0.04% 1304 +934 12.17% Q4 2025 Feb 10, 2026
Alexander Randolph Advisory, Inc. History Added to 8,518 817 0.68% 0.64% 1305 +160 1.91% Q4 2025 Feb 05, 2026
TRED AVON FAMILY WEALTH, LLC History No change 8,517 817 0.27% 0.27% 1306 0 0.0% Q4 2025 Jan 27, 2026
MONTAG A & ASSOCIATES INC History Added to 8,497 815 0.04% 0.03% 1307 +2,185 34.62% Q4 2025 Feb 02, 2026
Caldwell Trust Co History Reduced 8,496 815 0.07% 0.08% 1308 -375 -4.23% Q4 2025 Jan 30, 2026
Aspen Wealth Management LLC History Added to 8,461 812 0.17% 0.17% 1309 +45 0.53% Q4 2025 Jan 05, 2026
Koss-Olinger Consulting, LLC History Reduced 8,430 809 0.06% 0.06% 1311 -135 -1.58% Q4 2025 Feb 10, 2026
Guidance Point Advisors, LLC History Added to 8,429 809 0.19% 0.19% 1310 +92 1.1% Q4 2025 Feb 11, 2026
Peak Asset Management, LLC History No change 8,405 807 0.14% 0.14% 1312 0 0.0% Q4 2025 Feb 05, 2026
PEOPLES BANK /OH History Reduced 8,361 802 0.5% 0.48% 1313 -3 -0.04% Q4 2025 Jan 29, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 8,344 801 0.38% 0.39% 1314 -91 -1.08% Q4 2025 Feb 06, 2026
Argent Advisors, Inc. History Reduced 8,332 800 0.22% 0.23% 1315 -43 -0.51% Q4 2025 Feb 11, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 8,331 800 0.11% 0.11% 1316 0 0.0% Q4 2025 Feb 12, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 8,328 799 0.69% 0.86% 1317 -2,850 -25.5% Q4 2025 Feb 05, 2026
MFA Wealth Services History Added to 8,317 798 0.54% 0.53% 1318 +142 1.74% Q4 2025 Jan 15, 2026
EIGHT 31 FINANCIAL, LLC History Reduced 8,307 797 0.44% 0.49% 1319 -1,044 -11.16% Q4 2025 Feb 12, 2026
ROMANO BROTHERS AND COMPANY History No change 8,287 795 0.09% 0.09% 1320 0 0.0% Q4 2025 Jan 14, 2026
Trust Co of the South History No change 8,270 794 0.13% 0.13% 1321 0 0.0% Q4 2025 Jan 05, 2026
FIDELITY D & D BANCORP INC History Reduced 8,244 791 0.34% 0.43% 1322 -182 -2.16% Q4 2025 Feb 09, 2026
Exchange Bank History Added to 8,233 790 0.55% 0.53% 1324 +26 0.32% Q4 2025 Jan 13, 2026
COLLECTIVE FAMILY OFFICE LLC History No change 8,236 790 0.18% 0.18% 1323 0 0.0% Q4 2025 Jan 06, 2026
Continuum Advisory, LLC History Added to 8,211 788 0.08% 0.07% 1326 +934 12.83% Q4 2025 Feb 11, 2026
OARSMAN CAPITAL, INC. History Added to 8,216 788 0.1% 0.1% 1325 +834 11.3% Q4 2025 Feb 13, 2026
Moisand Fitzgerald Tamayo, LLC History No change 8,203 787 0.09% 0.09% 1327 0 0.0% Q4 2025 Jan 14, 2026
Discipline Wealth Solutions, LLC History Reduced 8,187 786 0.15% 0.24% 1328 -1,664 -16.89% Q4 2025 Jan 26, 2026
Cypress Capital Group History No change 8,176 785 0.09% 0.09% 1329 0 0.0% Q4 2025 Feb 11, 2026
Parcion Private Wealth LLC History No change 8,180 785 0.05% 0.05% 1330 0 0.0% Q4 2025 Jan 26, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History New 8,173 784 0.0% 1331 +8,173 New Q4 2025 Feb 09, 2026
SB Capital Management Inc History New 8,155 783 0.29% 1332 +8,155 New Q4 2025 Feb 20, 2026
Lutz Financial Services LLC History Added to 8,127 780 0.05% 0.02% 1333 +4,789 143.47% Q4 2025 Feb 06, 2026
Essex Bank History Added to 8,116 779 0.17% 0.17% 1334 +154 1.93% Q4 2025 Feb 02, 2026
Centerpoint Advisors, LLC History Added to 8,102 778 0.24% 0.23% 1336 +42 0.52% Q4 2025 Feb 13, 2026
BOSTON FAMILY OFFICE LLC History No change 8,097 778 0.05% 0.05% 1335 0 0.0% Q4 2025 Feb 13, 2026
SeaBridge Investment Advisors LLC History No change 8,100 777 0.13% 0.12% 1337 0 0.0% Q4 2025 Jan 26, 2026
MBA Advisors LLC History No change 8,100 777 0.31% 0.32% 1338 0 0.0% Q4 2025 Jan 21, 2026
Consilium Wealth Advisory, LLC History No change 8,100 777 0.29% 0.29% 1339 0 0.0% Q4 2025 Jan 26, 2026
Amplius Wealth Advisors, LLC History Reduced 8,079 775 0.07% 0.07% 1341 -1 -0.01% Q4 2025 Jan 12, 2026
Interchange Capital Partners, LLC History No change 8,076 775 0.14% 0.15% 1340 0 0.0% Q4 2025 Jan 30, 2026
Security Financial Services, INC. History Reduced 8,040 772 0.12% 0.12% 1342 -127 -1.56% Q4 2025 Jan 27, 2026
Mechanics Bank Trust Department History Added to 8,032 771 0.1% 0.1% 1343 +396 5.19% Q4 2025 Jan 14, 2026
Generation Capital Management LLC History Added to 8,027 770 0.5% 0.42% 1344 +1,749 27.86% Q4 2025 Feb 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 8,011 769 0.3% 0.3% 1345 +108 1.37% Q4 2025 Jan 27, 2026
FCA CORP /TX History Reduced 7,982 766 0.22% 0.22% 1346 -366 -4.38% Q4 2025 Feb 11, 2026
3Chopt Investment Partners, LLC History Reduced 7,984 766 0.17% 0.17% 1347 -54 -0.67% Q4 2025 Feb 10, 2026
ST GERMAIN D J CO INC History Reduced 7,973 765 0.03% 0.03% 1348 -104 -1.29% Q4 2025 Jan 29, 2026
Axis Wealth Partners, LLC History Reduced 7,953 763 0.42% 0.56% 1349 -2,271 -22.21% Q4 2025 Jan 30, 2026
Aprio Wealth Management, LLC History Added to 7,306 758 0.04% 0.07% 1351 +16 0.22% Q4 2025 Jan 29, 2026
Formidable Asset Management, LLC History Reduced 8,127 758 0.11% 0.11% 1350 -1 -0.01% Q4 2025 Jan 16, 2026
Ullmann Wealth Partners Group, LLC History No change 7,982 754 0.08% 0.08% 1352 0 0.0% Q4 2025 Feb 12, 2026
Chemistry Wealth Management LLC History Reduced 7,840 752 0.14% 0.15% 1353 -356 -4.34% Q4 2025 Jan 06, 2026
Peoples Bank/KS History No change 7,806 749 0.75% 0.72% 1354 0 0.0% Q4 2025 Jan 08, 2026
WOLFF WIESE MAGANA LLC History Added to 7,794 748 0.41% 0.24% 1355 +3,338 74.91% Q4 2025 Jan 14, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 7,787 747 0.26% 0.26% 1356 -17 -0.22% Q4 2025 Jan 21, 2026
Revolve Wealth Partners, LLC History Added to 7,771 746 0.09% 0.09% 1357 +2 0.03% Q4 2025 Jan 20, 2026
TruNorth Capital Management, LLC History No change 7,766 745 0.14% 0.14% 1358 0 0.0% Q4 2025 Feb 11, 2026
Vivaldi Capital Management LP History Reduced 7,730 742 0.1% 0.11% 1359 -630 -7.54% Q4 2025 Feb 13, 2026
Wagner Wealth Management, Corp History New 7,699 739 0.73% 1361 +7,699 New Q4 2025 Feb 12, 2026
Clarity Financial LLC History Added to 7,696 739 0.07% 0.07% 1360 +79 1.04% Q4 2025 Jan 28, 2026
Selby Wealth Management, LLC History New 7,694 738 0.3% 1362 +7,694 New Q4 2025 Feb 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 7,681 737 0.26% 0.27% 1364 -296 -3.71% Q4 2025 Jan 09, 2026
tru Independence LLC History Reduced 7,679 737 0.19% 0.19% 1363 -12 -0.16% Q4 2025 Jan 22, 2026
Investment Research Partners LLC History No change 7,654 735 0.32% 0.33% 1365 0 0.0% Q4 2025 Feb 12, 2026
Cadent Capital Advisors, LLC History No change 7,650 734 0.19% 0.19% 1366 0 0.0% Q4 2025 Jan 13, 2026
TCW GROUP INC History New 7,630 732 0.01% 1367 +7,630 New Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 7,627 732 0.07% 0.07% 1368 +166 2.22% Q4 2025 Jan 12, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 7,569 726 0.09% 0.1% 1369 +57 0.76% Q4 2025 Feb 04, 2026
KLCM Advisors, Inc. History New 7,557 725 0.06% 1370 +7,557 New Q4 2025 Feb 04, 2026
Soltis Investment Advisors LLC History Added to 7,533 723 0.05% 0.04% 1371 +639 9.27% Q4 2025 Apr 02, 2026
OPINICUS CAPITAL, INC. History Reduced 7,533 723 0.5% 0.5% 1372 -127 -1.66% Q4 2025 Feb 04, 2026
CIDEL ASSET MANAGEMENT INC History New 7,500 720 0.05% 1375 +7,500 New Q4 2025 Jan 21, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 10,586 720 0.0% 0.0% 1373 -7,026 -39.89% Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 7,498 720 0.04% 0.01% 1374 +5,333 246.33% Q4 2025 Feb 10, 2026
Piscataqua Savings Bank History Added to 7,491 719 0.5% 0.34% 1376 +2,825 60.54% Q4 2025 Jan 16, 2026
JNBA Financial Advisors History Reduced 7,478 718 0.06% 0.06% 1377 -101 -1.33% Q4 2025 Jan 26, 2026
Rockwood Wealth Management, LLC History Added to 7,474 717 0.05% 0.05% 1379 +1,270 20.47% Q4 2025 Jan 29, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 7,469 717 0.02% 0.02% 1378 -32 -0.43% Q4 2025 Feb 11, 2026
TrustBank History New 7,461 716 0.3% 1382 +7,461 New Q4 2025 Feb 09, 2026
LINCOLN CAPITAL CORP History Reduced 7,458 716 0.25% 0.25% 1380 -32 -0.43% Q4 2025 Jan 23, 2026
Sound View Wealth Advisors Group, LLC History Added to 7,459 716 0.05% 0.05% 1381 +12 0.16% Q4 2025 Jan 08, 2026
DOLIVER ADVISORS, LP History Reduced 7,451 715 0.18% 0.18% 1383 -209 -2.73% Q4 2025 Jan 06, 2026
Beaird Harris Wealth Management, LLC History Reduced 7,444 714 0.05% 0.05% 1385 -56 -0.75% Q4 2025 Feb 23, 2026
Leisure Capital Management History Reduced 7,440 714 0.24% 0.24% 1384 -50 -0.67% Q4 2025 Jan 27, 2026
Stelac Advisory Services LLC History No change 7,415 712 0.25% 0.24% 1386 0 0.0% Q4 2025 Feb 12, 2026
Sentry LLC History No change 7,412 711 0.19% 0.17% 1387 0 0.0% Q4 2025 Jan 16, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 7,400 710 0.05% 0.04% 1388 +1,595 27.48% Q4 2025 Feb 02, 2026
CHILTON INVESTMENT CO INC. History Added to 7,336 704 0.01% 0.01% 1389 +348 4.98% Q4 2025 Feb 17, 2026
Capital Management Associates, Inc History No change 7,334 704 0.16% 0.18% 1390 0 0.0% Q4 2025 Jan 21, 2026
Fiduciary Alliance LLC History Added to 7,310 701 0.05% 0.04% 1392 +617 9.22% Q4 2025 Jan 22, 2026
First American Bank History No change 7,310 701 0.04% 0.04% 1391 0 0.0% Q4 2025 Jan 20, 2026
InTrack Investment Management Inc History Reduced 7,295 700 0.39% 0.41% 1393 -28 -0.38% Q4 2025 Jan 14, 2026
TI-TRUST, INC History No change 7,276 698 0.43% 0.43% 1394 0 0.0% Q4 2025 Jan 23, 2026
WORLD EQUITY GROUP, INC. History Reduced 7,266 697 0.19% 0.16% 1395 -491 -6.33% Q4 2025 Jan 12, 2026
AWM CAPITAL, LLC History Added to 7,255 696 0.06% 0.06% 1397 +255 3.64% Q4 2025 Feb 17, 2026
Altman Advisors, Inc. History Added to 7,258 696 0.26% 0.26% 1396 +69 0.96% Q4 2025 Feb 04, 2026
Brand Asset Management Group, Inc. History No change 7,237 694 0.19% 0.19% 1398 0 0.0% Q4 2025 Feb 11, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 6,749 689 0.01% 0.01% 1399 0 0.0% Q4 2025 Jan 28, 2026
Armbruster Capital Management, Inc. History No change 7,182 689 0.12% 0.11% 1400 0 0.0% Q4 2025 Jan 23, 2026
Independent Family Office, LLC History No change 7,174 688 0.29% 0.28% 1401 0 0.0% Q4 2025 Feb 13, 2026
Charles Schwab Trust Co History Added to 7,136 685 0.05% 0.04% 1402 +93 1.32% Q4 2025 Jan 09, 2026
ZACKS INVESTMENT MANAGEMENT History New 7,092 681 0.01% 1403 +7,092 New Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Reduced 7,097 681 0.01% 0.01% 1404 -897 -11.22% Q4 2025 Feb 17, 2026
Operose Advisors LLC History Added to 7,081 679 0.16% 0.15% 1405 +620 9.6% Q4 2025 Feb 10, 2026
Schrum Private Wealth Management LLC History Added to 7,051 677 0.5% 0.47% 1407 +128 1.85% Q4 2025 Feb 17, 2026
Measured Risk Portfolios, Inc. History Added to 7,052 677 0.67% 0.61% 1406 +23 0.33% Q4 2025 Jan 27, 2026
Aspect Partners, LLC History Reduced 7,017 673 0.29% 0.34% 1408 -916 -11.55% Q4 2025 Jan 23, 2026
Duncan Williams Asset Management, LLC History Added to 6,584 670 0.17% 0.17% 1410 +46 0.7% Q4 2025 Feb 05, 2026
Anchor Investment Management, LLC History No change 6,979 670 0.05% 0.05% 1409 0 0.0% Q4 2025 Feb 26, 2026
CGC Financial Services, LLC History No change 6,974 669 0.18% 0.18% 1411 0 0.0% Q4 2025 Feb 03, 2026
Sage Capital Advisors,llc History Added to 6,948 667 0.16% 0.15% 1413 +27 0.39% Q4 2025 Jan 06, 2026
SONATA CAPITAL GROUP INC History Added to 6,949 667 0.24% 0.24% 1412 +19 0.27% Q4 2025 Jan 26, 2026
Austin Asset Management Co Inc History No change 6,952 667 0.11% 0.12% 1414 0 0.0% Q4 2025 Feb 04, 2026
Trust Co History No change 6,892 661 0.06% 0.07% 1415 0 0.0% Q4 2025 Jan 15, 2026
Panoramic Capital Partners, LLC History No change 6,892 661 0.41% 0.41% 1416 0 0.0% Q4 2025 Jan 07, 2026
True North Advisors, LLC History New 6,866 659 0.09% 1417 +6,866 New Q4 2025 Jan 22, 2026
CULBERTSON A N & CO INC History No change 6,858 658 0.09% 0.09% 1418 0 0.0% Q4 2025 Jan 21, 2026
Cornerstone Wealth Management, LLC History Added to 6,843 657 0.03% 0.03% 1419 +338 5.2% Q4 2025 Feb 05, 2026
CARRET ASSET MANAGEMENT, LLC History No change 6,822 655 0.06% 0.06% 1420 0 0.0% Q4 2025 Feb 17, 2026
FOCUSED ALPHA, LLC History New 6,798 652 0.19% 1421 +6,798 New Q4 2025 Feb 13, 2026
FLC Capital Advisors History No change 6,786 651 0.12% 0.12% 1422 0 0.0% Q4 2025 Feb 11, 2026
Magnus Financial Group LLC History Added to 6,755 648 0.05% 0.05% 1423 +507 8.11% Q4 2025 Jan 07, 2026
Pacific Sage Partners, LLC History No change 6,754 648 0.1% 0.11% 1424 0 0.0% Q4 2025 Jan 16, 2026
MKD WEALTH COACHES, LLC History Added to 6,747 647 0.65% 0.62% 1425 +121 1.83% Q4 2025 Jan 12, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 6,668 640 0.18% 0.21% 1426 -620 -8.51% Q4 2025 Feb 11, 2026
CPC Advisors, LLC History No change 6,655 639 0.06% 0.07% 1427 0 0.0% Q4 2025 Jan 28, 2026
SkyOak Wealth, LLC History Reduced 6,646 638 0.11% 0.12% 1428 -33 -0.49% Q4 2025 Feb 05, 2026
Vested Financial Planning, LLC History Added to 6,590 632 0.49% 0.48% 1429 +242 3.81% Q4 2025 Jan 23, 2026
Vestcor Inc History Added to 6,575 631 0.02% 0.01% 1430 +4,240 181.58% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History New 6,327 629 0.02% 1431 +6,327 New Q4 2025 Jan 23, 2026
EVOLVE PRIVATE WEALTH, LLC History New 6,526 626 0.04% 1432 +6,526 New Q4 2025 Feb 17, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 6,518 625 0.17% 0.18% 1433 -108 -1.63% Q4 2025 Feb 09, 2026
FIRST TRUST ADVISORS LP History Added to 6,507 624 0.0% 0.0% 1434 +3,347 105.92% Q4 2025 Feb 13, 2026
Great Diamond Partners, LLC History Reduced 6,507 624 0.12% 0.12% 1435 -111 -1.68% Q4 2025 Feb 06, 2026
Frisch Financial Group, Inc. History Added to 6,476 621 0.14% 0.14% 1436 +23 0.36% Q4 2025 Feb 06, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 6,461 620 0.01% 0.01% 1437 +865 15.46% Q4 2025 Jan 23, 2026
JDM Financial Group LLC History Reduced 6,458 620 0.24% 0.26% 1438 -165 -2.49% Q4 2025 Feb 02, 2026
HM PAYSON & CO History Added to 6,447 619 0.01% 0.01% 1439 +2,000 44.97% Q4 2025 Feb 12, 2026
Ameritas Investment Partners, Inc. History No change 6,418 616 0.02% 0.02% 1440 0 0.0% Q4 2025 Feb 11, 2026
Tilson Financial Group, Inc. History Reduced 6,399 614 0.19% 0.2% 1441 -122 -1.87% Q4 2025 Feb 05, 2026
SPINNAKER TRUST History No change 6,377 612 0.03% 0.03% 1442 0 0.0% Q4 2025 Feb 10, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 6,370 611 0.27% 0.27% 1443 +14 0.22% Q4 2025 Jan 29, 2026
Investmark Advisory Group LLC History Added to 6,316 606 0.26% 0.25% 1444 +117 1.89% Q4 2025 Jan 28, 2026
Clarkston Capital Partners, LLC History No change 6,302 605 0.01% 0.01% 1445 0 0.0% Q4 2025 Feb 13, 2026
Fiduciary Wealth Partners, LLC History Added to 6,300 604 0.25% 0.25% 1446 +8 0.13% Q4 2025 Jan 28, 2026
Meramec Financial Planners, LLC History New 5,869 602 0.23% 1447 +5,869 New Q4 2025 Feb 10, 2026
Mascoma Wealth Management LLC History No change 6,264 601 0.13% 0.13% 1448 0 0.0% Q4 2025 Feb 04, 2026
TrinityBridge Ltd History No change 6,232 598 0.01% 0.01% 1449 0 0.0% Q4 2025 Feb 10, 2026
SAGE RHINO CAPITAL LLC History Added to 6,224 597 0.11% 0.11% 1450 +12 0.19% Q4 2025 Jan 30, 2026
Advocate Investing Services LLC History New 6,200 595 0.53% 1453 +6,200 New Q4 2025 Feb 12, 2026
Dynamic Financial Group History Added to 6,201 595 0.51% 0.46% 1452 +530 9.35% Q4 2025 Jan 26, 2026
ARGUS INVESTORS' COUNSEL, INC. History Added to 6,203 595 0.48% 0.45% 1451 +159 2.63% Q4 2025 Jan 22, 2026
BANK OF STOCKTON History Added to 6,190 594 0.17% 0.07% 1454 +3,490 129.26% Q4 2025 Jan 21, 2026
Greenwich Wealth Management LLC History No change 6,185 594 0.03% 0.03% 1455 0 0.0% Q4 2025 Feb 10, 2026
EARNED WEALTH ADVISORS, LLC History Added to 6,166 592 0.19% 0.05% 1457 +2,599 72.86% Q4 2025 Jan 27, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 6,170 592 0.29% 0.29% 1456 0 0.0% Q4 2025 Feb 13, 2026
Long Run Wealth Advisors, LLC History Added to 6,150 590 0.11% 0.1% 1458 +552 9.86% Q4 2025 Feb 02, 2026
Circle Wealth Management, LLC History Added to 6,137 589 0.01% 0.01% 1460 +2,644 75.69% Q4 2025 Feb 13, 2026
Finward Bancorp History Reduced 6,137 589 0.46% 0.44% 1459 -80 -1.29% Q4 2025 Jan 21, 2026
Forum Private Client Group LLC History Reduced 6,115 587 0.2% 0.21% 1462 -264 -4.14% Q4 2025 Feb 06, 2026
Dentgroup LLC History No change 6,115 587 0.4% 0.37% 1461 0 0.0% Q4 2025 Jan 28, 2026
Lynx Investment Advisory History New 6,092 585 0.32% 1463 +6,092 New Q4 2025 Feb 05, 2026
Lakeshore Financial Planning, Inc. History No change 6,068 582 0.21% 0.21% 1464 0 0.0% Q4 2025 Feb 17, 2026
Horizon Advisory Services, Inc. History Reduced 6,047 580 0.29% 0.29% 1466 -56 -0.92% Q4 2025 Jan 29, 2026
Conservest Capital Advisors, Inc. History Added to 6,045 580 0.05% 0.05% 1465 +13 0.22% Q4 2025 Feb 12, 2026
Evolution Wealth Advisors, LLC History Added to 6,036 579 0.06% 0.07% 1468 +161 2.74% Q4 2025 Jan 12, 2026
Hardin Capital Partners, LLC History Added to 6,030 579 0.27% 0.3% 1469 +1 0.02% Q4 2025 Jan 09, 2026
Heritage Trust Co History No change 6,037 579 0.06% 0.06% 1467 0 0.0% Q4 2025 Feb 10, 2026
Marion Wealth Management History No change 5,786 578 0.13% 0.13% 1470 0 0.0% Q4 2025 Jan 26, 2026
Aberdeen Wealth Management LLC History No change 6,017 577 0.27% 0.35% 1471 0 0.0% Q4 2025 Feb 12, 2026
Empower Advisory Group, LLC History Reduced 6,008 576 0.0% 0.0% 1472 -5,645 -48.44% Q4 2025 Feb 12, 2026
JENNISON ASSOCIATES LLC History New 5,972 573 0.0% 1473 +5,972 New Q4 2025 Jan 30, 2026
Bangor Savings Bank History Reduced 5,968 573 0.05% 0.07% 1474 -2,751 -31.55% Q4 2025 Jan 16, 2026
Berkeley Capital Partners, LLC History Added to 5,959 572 0.13% 0.13% 1475 +84 1.43% Q4 2025 Feb 05, 2026
GRANDFIELD & DODD, LLC History Added to 5,955 571 0.03% 0.03% 1476 +1,034 21.01% Q4 2025 Feb 10, 2026
Clark Asset Management, LLC History Added to 5,955 571 0.06% 0.06% 1477 +453 8.23% Q4 2025 Jan 27, 2026
GENESIS PRIVATE WEALTH, LLC History New 5,897 566 0.18% 1479 +5,897 New Q4 2025 Jan 08, 2026
Sageworth Trust Co History Added to 5,896 566 0.02% 0.02% 1478 +666 12.73% Q4 2025 Feb 03, 2026
Family Office Research LLC History Reduced 5,881 566 0.23% 0.25% 1480 -336 -5.4% Q4 2025 Feb 09, 2026
ROBERTS GLORE & CO INC /IL/ History New 5,877 564 0.15% 1481 +5,877 New Q4 2025 Feb 05, 2026
Taylor Hoffman Capital Management LLC History No change 5,877 564 0.17% 0.17% 1482 0 0.0% Q4 2025 Feb 11, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 5,859 563 0.38% 0.39% 1483 +30 0.51% Q4 2025 Feb 13, 2026
Monte Financial Group, LLC History No change 5,850 561 0.21% 0.2% 1484 0 0.0% Q4 2025 Jan 22, 2026
Colorado Capital Management, Inc. History No change 5,806 558 0.21% 0.21% 1485 0 0.0% Q4 2025 Jan 23, 2026
Sightline Wealth Advisors, LLC History Added to 5,802 557 0.24% 0.24% 1486 +36 0.62% Q4 2025 Jan 26, 2026
MEMBERS WEALTH LLC History Added to 5,539 556 0.35% 0.32% 1487 +163 3.03% Q4 2025 Jan 28, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 5,766 553 0.14% 0.11% 1489 +365 6.76% Q4 2025 Jan 08, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 5,762 553 0.16% 0.15% 1490 +252 4.57% Q4 2025 Feb 05, 2026
Financial Advisory Corp History No change 5,767 553 0.08% 0.08% 1488 0 0.0% Q4 2025 Jan 27, 2026
Farrell Financial LLC History Added to 5,752 552 0.33% 0.33% 1491 +83 1.46% Q4 2025 Jan 12, 2026
Cordatus Wealth Management LLC History Reduced 5,748 551 0.13% 0.22% 1493 -4,158 -41.97% Q4 2025 Jan 26, 2026
Samalin Investment Counsel, LLC History Added to 5,739 551 0.2% 0.17% 1492 +291 5.34% Q4 2025 Jan 30, 2026
Hamilton Wealth, LLC History New 5,723 549 0.1% 1494 +5,723 New Q4 2025 Feb 19, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 5,714 548 0.02% 0.02% 1495 0 0.0% Q4 2025 Feb 13, 2026
Creekside Partners History Added to 5,702 547 0.23% 0.23% 1496 +63 1.12% Q4 2025 Feb 13, 2026
Bonfire Financial History Added to 5,688 546 0.41% 0.41% 1497 +21 0.37% Q4 2025 Jan 27, 2026
LJI Wealth Management, LLC History No change 5,678 545 0.08% 0.09% 1498 0 0.0% Q4 2025 Feb 03, 2026
WP Advisors, LLC History Added to 5,645 542 0.13% 0.11% 1499 +1,025 22.19% Q4 2025 Jan 28, 2026
Canopy Partners, LLC History Added to 5,634 541 0.18% 0.13% 1500 +1,350 31.51% Q4 2025 Feb 12, 2026
Integrity Advisory Solutions, LLC History Added to 5,632 540 0.08% 0.07% 1501 +1,190 26.79% Q4 2025 Feb 09, 2026
Icon Wealth Advisors, LLC History Added to 5,623 539 0.04% 0.02% 1505 +2,702 92.5% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 5,616 539 0.06% 0.06% 1502 +510 9.99% Q4 2025 Feb 17, 2026
Financial Guidance Group, Inc. History Reduced 5,613 539 0.22% 0.24% 1504 -30 -0.53% Q4 2025 Jan 26, 2026
WestHill Financial Advisors, Inc. History Added to 5,622 539 0.1% 0.1% 1503 +16 0.29% Q4 2025 Jan 21, 2026
HCR Wealth Advisors History Reduced 5,584 536 0.05% 0.05% 1506 -7 -0.13% Q4 2025 Jan 27, 2026
Norway Savings Bank History Reduced 5,575 535 0.25% 0.26% 1507 -250 -4.29% Q4 2025 Jan 08, 2026
Northstar Advisory Group, LLC History Added to 5,579 535 0.19% 0.21% 1508 +134 2.46% Q4 2025 Jan 15, 2026
DDFG, Inc History Reduced 5,577 535 0.12% 0.12% 1509 -17 -0.3% Q4 2025 Jan 08, 2026
Lifeworks Advisors, LLC History Reduced 5,563 534 0.07% 0.11% 1511 -3,564 -39.05% Q4 2025 Feb 13, 2026
YHB Investment Advisors, Inc. History No change 5,564 534 0.04% 0.04% 1510 0 0.0% Q4 2025 Jan 16, 2026
CBIZ Investment Advisory Services, LLC History Reduced 5,556 533 0.02% 0.02% 1512 -618 -10.01% Q4 2025 Feb 09, 2026
Forum Financial Management, LP History Reduced 5,559 533 0.01% 0.01% 1513 -54 -0.96% Q4 2025 Jan 27, 2026
Woodside Wealth Management LLC History No change 5,560 533 0.4% 0.41% 1514 0 0.0% Q4 2025 Jan 30, 2026
Brookmont Capital Management History Added to 5,535 531 0.31% 0.29% 1515 +13 0.24% Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History Reduced 5,514 529 0.01% 0.03% 1516 -4,784 -46.46% Q4 2025 Feb 17, 2026
OFC FINANCIAL PLANNING, LLC History Reduced 5,517 529 0.5% 0.56% 1517 -539 -8.9% Q4 2025 Feb 04, 2026
DB Fitzpatrick & Co, Inc History Reduced 5,499 528 0.47% 0.47% 1518 -85 -1.52% Q4 2025 Jan 15, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 5,496 527 0.16% 0.07% 1519 +2,922 113.52% Q4 2025 Jan 30, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 5,495 527 0.03% 0.03% 1520 -494 -8.25% Q4 2025 Jan 26, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 5,488 527 0.14% 0.15% 1521 +253 4.83% Q4 2025 Feb 10, 2026
Aventura Private Wealth, LLC History Added to 5,464 524 0.19% 0.15% 1524 +1,077 24.55% Q4 2025 Jan 07, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 5,467 524 0.07% 0.07% 1523 -17 -0.31% Q4 2025 Jan 20, 2026
Gilman Hill Asset Management, LLC History No change 5,461 524 0.08% 0.08% 1522 0 0.0% Q4 2025 Jan 12, 2026
WHI TRUST Co LLC History New 5,420 520 0.4% 1526 +5,420 New Q4 2025 Feb 05, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 5,423 520 0.05% 0.05% 1525 -65 -1.18% Q4 2025 Feb 02, 2026
COMMUNITY TRUST & INVESTMENT CO History Added to 5,393 517 0.03% 0.03% 1527 +208 4.01% Q4 2025 Jan 09, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 5,374 516 0.02% 0.02% 1528 0 0.0% Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 5,372 515 0.04% 0.02% 1529 +3,039 130.26% Q4 2025 Feb 03, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 5,333 512 0.09% 1531 +5,333 New Q4 2025 Feb 12, 2026
Reflection Asset Management History New 5,244 512 0.36% 1530 +5,244 New Q4 2025 Mar 02, 2026
Garner Asset Management Corp History Added to 5,322 511 0.2% 0.2% 1532 +66 1.26% Q4 2025 Feb 03, 2026
Adirondack Capital Advisors, LLC History New 5,317 510 0.34% 1534 +5,317 New Q4 2025 Feb 03, 2026
Global Financial Private Client, LLC History No change 5,320 510 0.18% 0.18% 1533 0 0.0% Q4 2025 Jan 27, 2026
OAK FAMILY ADVISORS, LLC History No change 5,300 508 0.14% 0.12% 1535 0 0.0% Q4 2025 Feb 03, 2026
Petersen Hastings Wealth Advisors Inc. History New 5,268 505 0.05% 1537 +5,268 New Q4 2025 Feb 11, 2026
Tradition Wealth Management, LLC History Added to 5,264 505 0.04% 0.04% 1536 +57 1.09% Q4 2025 Feb 11, 2026
North Berkeley Wealth Management, LLC History Reduced 5,241 503 0.3% 0.45% 1538 -899 -14.64% Q4 2025 Feb 10, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 5,220 501 0.15% 0.14% 1539 +525 11.18% Q4 2025 Jan 21, 2026
POTENTIA WEALTH History Added to 5,216 500 0.18% 0.19% 1540 +7 0.13% Q4 2025 Feb 13, 2026
KWB Wealth History New 5,201 499 0.05% 1544 +5,201 New Q4 2025 Jan 12, 2026
White Lighthouse Investment Management Inc. History Added to 5,203 499 0.07% 0.03% 1543 +2,829 119.17% Q4 2025 Feb 09, 2026
SAGE FINANCIAL GROUP INC History Reduced 5,200 499 0.03% 0.03% 1541 -79 -1.5% Q4 2025 Jan 27, 2026
PIONEER TRUST BANK N A/OR History No change 5,200 499 0.12% 0.11% 1542 0 0.0% Q4 2025 Feb 09, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,179 497 0.21% 0.21% 1545 0 0.0% Q4 2025 Feb 06, 2026
Sageworth Trust Co of South Dakota History No change 5,183 497 0.41% 0.46% 1546 0 0.0% Q4 2025 Jan 30, 2026
Jackson Hole Capital Partners, LLC History No change 5,168 496 0.08% 0.08% 1547 0 0.0% Q4 2025 Jan 30, 2026
Telos Capital Management, Inc. History No change 5,148 494 0.05% 0.05% 1548 0 0.0% Q4 2025 Jan 22, 2026
Dakota Wealth Management History Added to 5,134 493 0.01% 0.01% 1549 +490 10.55% Q4 2025 Jan 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 5,128 492 0.05% 0.04% 1550 0 0.0% Q4 2025 Feb 06, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 5,122 491 0.02% 0.02% 1551 -102 -1.95% Q4 2025 Jan 14, 2026
Center for Financial Planning, Inc. History No change 5,103 490 0.05% 0.05% 1552 0 0.0% Q4 2025 Feb 05, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 5,108 490 0.4% 0.47% 1553 0 0.0% Q4 2025 Feb 02, 2026
ARWA LLC History New 5,077 487 0.28% 1554 +5,077 New Q4 2025 Feb 27, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 5,070 486 0.1% 0.1% 1555 0 0.0% Q4 2025 Jan 27, 2026
American Wealth Advisors, LLC History Added to 5,053 485 0.48% 0.46% 1556 +89 1.79% Q4 2025 Jan 26, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 5,021 484 0.03% 0.03% 1557 +613 13.91% Q4 2025 Jan 15, 2026
Aureus Asset Management, LLC History New 5,032 483 0.03% 1558 +5,032 New Q4 2025 Feb 17, 2026
Arlington Financial Advisors, LLC History No change 5,040 483 0.07% 0.07% 1559 0 0.0% Q4 2025 Jan 12, 2026
THRYVE WEALTH MANAGEMENT LLC History New 5,020 482 0.24% 1560 +5,020 New Q4 2025 Feb 25, 2026
DUNCKER STREETT & CO INC History No change 5,016 481 0.09% 0.08% 1561 0 0.0% Q4 2025 Jan 27, 2026
Citizens National Bank Trust Department History No change 5,005 480 0.08% 0.08% 1562 0 0.0% Q4 2025 Jan 30, 2026
Forza Wealth Management, LLC History No change 5,000 480 0.17% 0.18% 1563 0 0.0% Q4 2025 Feb 02, 2026
ACIMA PRIVATE WEALTH, LLC History No change 4,970 477 0.15% 0.15% 1564 0 0.0% Q4 2025 Jan 15, 2026
Climber Capital SA History New 5,070 476 0.31% 1567 +5,070 New Q4 2025 Feb 03, 2026
PFG Advisors History Reduced 4,957 476 0.02% 0.03% 1566 -1,778 -26.4% Q4 2025 Jan 27, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Added to 4,961 476 0.01% 0.01% 1565 +105 2.16% Q4 2025 Feb 13, 2026
Valley Financial Group, Inc. History Added to 4,956 475 0.27% 0.26% 1570 +118 2.44% Q4 2025 Feb 18, 2026
NorthCrest Asset Manangement, LLC History Added to 4,841 475 0.01% 0.01% 1569 +27 0.56% Q4 2025 Jan 08, 2026
Ellevest, Inc. History No change 4,950 475 0.07% 0.07% 1568 0 0.0% Q4 2025 Feb 10, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,941 474 0.16% 0.17% 1571 0 0.0% Q4 2025 Feb 12, 2026
Clientfirst Wealth Management, LLC History Reduced 4,930 473 0.38% 0.39% 1573 -270 -5.19% Q4 2025 Feb 06, 2026
Key FInancial Inc History Reduced 4,927 473 0.09% 0.09% 1572 -103 -2.05% Q4 2025 Feb 09, 2026
Piedmont Capital Management, LLC/NC History New 4,918 472 0.31% 1576 +4,918 New Q4 2025 Feb 13, 2026
Ipswich Investment Management Co., Inc. History Added to 4,918 472 0.11% 0.09% 1574 +760 18.28% Q4 2025 Jan 16, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 4,915 472 0.35% 0.35% 1575 0 0.0% Q4 2025 Jan 27, 2026
Rockbridge Investment Management, LCC History New 4,904 470 0.04% 1577 +4,904 New Q4 2025 Feb 04, 2026
DBK Financial Counsel, LLC History No change 4,898 470 0.36% 0.38% 1578 0 0.0% Q4 2025 Jan 26, 2026
Sound Stewardship, LLC History Added to 4,887 469 0.22% 0.22% 1581 +6 0.12% Q4 2025 Jan 30, 2026
Sharkey, Howes & Javer History No change 4,885 469 0.06% 0.06% 1579 0 0.0% Q4 2025 Jan 13, 2026
Gradient Capital Advisors, LLC History No change 4,885 469 0.12% 0.12% 1580 0 0.0% Q4 2025 Feb 06, 2026
Delta Investment Management, LLC History No change 4,873 467 0.08% 0.08% 1582 0 0.0% Q4 2025 Jan 30, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 4,844 465 0.3% 0.37% 1583 -1,172 -19.48% Q4 2025 Feb 17, 2026
Northside Capital Management, LLC History No change 4,833 464 0.04% 0.04% 1584 0 0.0% Q4 2025 Jan 07, 2026
Wealth Architects, LLC History No change 4,811 462 0.04% 0.04% 1585 0 0.0% Q4 2025 Feb 17, 2026
GHP Investment Advisors, Inc. History Added to 4,808 461 0.02% 0.02% 1586 +11 0.23% Q4 2025 Jan 27, 2026
McMillan Office, Inc. History New 4,800 460 0.06% 1588 +4,800 New Q4 2025 Feb 12, 2026
Clayton Financial Group LLC History Added to 4,797 460 0.23% 0.05% 1587 +4,106 594.21% Q4 2025 Jan 21, 2026
OMNI 360 Wealth, Inc. History Added to 4,615 458 0.23% 0.24% 1589 +10 0.22% Q4 2025 Jan 29, 2026
CASTLE WEALTH MANAGEMENT LLC History Reduced 4,756 456 0.15% 0.15% 1590 -60 -1.25% Q4 2025 Jan 22, 2026
Regent Peak Wealth Advisors LLC History No change 4,742 455 0.09% 0.09% 1591 0 0.0% Q4 2025 Jan 08, 2026
WEST BANCORPORATION INC History Reduced 4,731 454 0.24% 0.29% 1592 -953 -16.77% Q4 2025 Jan 29, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History New 4,719 453 0.41% 1594 +4,719 New Q4 2025 Jan 23, 2026
CNB Bank History Reduced 4,723 453 0.19% 0.2% 1593 -509 -9.73% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Reduced 4,713 452 0.06% 0.06% 1596 -122 -2.52% Q4 2025 Jan 29, 2026
Financial Partners Group, Inc History Reduced 4,488 452 0.05% 0.05% 1595 -80 -1.75% Q4 2025 Feb 03, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 4,408 452 0.33% 0.31% 1597 0 0.0% Q4 2025 Feb 10, 2026
CORA CAPITAL ADVISORS LLC History New 4,695 450 0.18% 1599 +4,695 New Q4 2025 Jan 28, 2026
Wealth Dimensions Group, Ltd. History Reduced 4,691 450 0.09% 0.11% 1598 -1,022 -17.89% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 4,678 449 0.02% 0.02% 1601 +563 13.68% Q4 2025 Jan 05, 2026
MKT Advisors LLC History Reduced 4,578 449 0.15% 0.16% 1600 -24 -0.52% Q4 2025 Jan 08, 2026
Councilmark Asset Management, LLC History No change 4,680 449 0.25% 0.25% 1602 0 0.0% Q4 2025 Feb 09, 2026
DeLarme Wealth Management, Inc. History New 4,661 447 0.32% 1604 +4,661 New Q4 2025 Jan 26, 2026
Trace Wealth Advisors, LLC History No change 4,665 447 0.32% 0.33% 1603 0 0.0% Q4 2025 Feb 12, 2026
Meridian Financial Advisors, LLC History Added to 4,648 446 0.24% 0.24% 1605 +16 0.35% Q4 2025 Jan 23, 2026
BEARING POINT CAPITAL, LLC History Added to 4,640 445 0.07% 0.06% 1607 +1,170 33.72% Q4 2025 Feb 10, 2026
Landmark Wealth Management, LLC History Reduced 4,634 445 0.17% 0.17% 1606 -18 -0.39% Q4 2025 Feb 05, 2026
Sound Portfolio Advisors, LLC History New 4,628 444 0.37% 1609 +4,628 New Q4 2025 Feb 05, 2026
Turn8 Private Wealth Inc. History Reduced 4,629 444 0.32% 0.34% 1608 -444 -8.75% Q4 2025 Feb 10, 2026
49 WEALTH MANAGEMENT, LLC History Added to 4,599 441 0.04% 0.04% 1611 +173 3.91% Q4 2025 Feb 04, 2026
Russell Investments Group, Ltd. History Reduced 4,599 441 0.0% 0.0% 1610 -118 -2.5% Q4 2025 Feb 17, 2026
Richmond Investment Services, LLC History Added to 4,582 440 0.08% 0.08% 1612 +22 0.48% Q4 2025 Feb 12, 2026
Integris Wealth Management, LLC History No change 4,575 439 0.1% 0.1% 1613 0 0.0% Q4 2025 Jan 21, 2026
RENAISSANCE TECHNOLOGIES LLC History New 4,500 432 0.0% 1614 +4,500 New Q4 2025 Feb 12, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 4,500 432 0.19% 0.19% 1615 0 0.0% Q4 2025 Jan 12, 2026
Capital Asset Managemnet, LLC History New 4,478 430 0.48% 1616 +4,478 New Q4 2025 Apr 07, 2026
Dougherty Wealth Advisers LLC History Added to 4,473 429 0.24% 0.16% 1617 +1,798 67.21% Q4 2025 Jan 29, 2026
Welch Group, LLC History New 4,460 428 0.02% 1618 +4,460 New Q4 2025 Jan 26, 2026
Park Place Capital Corp History Added to 4,431 425 0.09% 0.09% 1619 +69 1.58% Q4 2025 Jan 09, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 4,416 424 0.04% 0.05% 1621 -585 -11.7% Q4 2025 Jan 30, 2026
Financial Management Professionals, Inc. History Reduced 4,419 424 0.04% 0.05% 1620 -325 -6.85% Q4 2025 Jan 27, 2026
Permanent Capital Management, LP History Reduced 4,425 424 0.08% 0.08% 1623 -127 -2.79% Q4 2025 Jan 07, 2026
Sovran Advisors, LLC History Reduced 4,277 424 0.04% 0.04% 1622 -11 -0.26% Q4 2025 Jan 20, 2026
CALTON & ASSOCIATES, INC. History New 4,401 422 0.06% 1624 +4,401 New Q4 2025 Feb 10, 2026
Meridian Financial Partners LLC History No change 4,255 421 0.17% 0.17% 1625 0 0.0% Q4 2025 Feb 05, 2026
Transcendent Capital Group LLC History Added to 4,382 420 0.19% 0.18% 1626 +116 2.72% Q4 2025 Jan 26, 2026
Gibson Capital, LLC History No change 4,357 418 0.08% 0.07% 1627 0 0.0% Q4 2025 Feb 05, 2026
MAGNOLIA CAPITAL ADVISORS LLC History New 4,345 417 0.09% 1628 +4,345 New Q4 2025 Feb 13, 2026
VANCE WEALTH, LLC History No change 4,350 417 0.12% 0.12% 1629 0 0.0% Q4 2025 Feb 17, 2026
Vawter Financial, Ltd. History Reduced 4,338 416 0.18% 0.19% 1630 -106 -2.39% Q4 2025 Feb 02, 2026
Ballast Rock Private Wealth LLC History New 4,329 415 0.26% 1632 +4,329 New Q4 2025 Feb 04, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 4,323 415 0.1% 0.1% 1631 0 0.0% Q4 2025 Jan 20, 2026
Acorn Wealth Advisors, LLC History Added to 4,296 412 0.12% 0.12% 1634 +221 5.42% Q4 2025 Feb 10, 2026
Cohen Klingenstein LLC History No change 4,300 412 0.01% 0.01% 1633 0 0.0% Q4 2025 Jan 20, 2026
Olde Wealth Management, LLC History No change 4,297 412 0.13% 0.13% 1635 0 0.0% Q4 2025 Feb 12, 2026
Timonier Family Office, LTD. History Added to 4,289 411 0.13% 0.13% 1636 +23 0.54% Q4 2025 Feb 04, 2026
Verum Partners LLC History Reduced 4,260 409 0.08% 0.09% 1639 -169 -3.82% Q4 2025 Jan 14, 2026
SMH CAPITAL ADVISORS INC History Added to 4,267 409 0.83% 0.82% 1638 +17 0.4% Q4 2025 Feb 12, 2026
SEARLE & CO. History No change 4,269 409 0.11% 0.11% 1637 0 0.0% Q4 2025 Feb 13, 2026
TFB Advisors LLC History Added to 4,254 408 0.11% 0.1% 1641 +432 11.3% Q4 2025 Feb 13, 2026
Wealthfront Advisers LLC History Reduced 4,254 408 0.0% 0.0% 1640 -25 -0.58% Q4 2025 Jan 30, 2026
BANQUE PICTET & CIE SA History New 4,236 406 0.0% 1642 +4,236 New Q4 2025 Jan 16, 2026
Flagship Private Wealth, LLC History Added to 4,232 406 0.16% 0.08% 1645 +2,024 91.67% Q4 2025 Feb 04, 2026
Beta Wealth Group, Inc. History Reduced 4,228 406 0.16% 0.17% 1643 -474 -10.08% Q4 2025 Feb 13, 2026
Insight Advisors, LLC/ PA History Added to 4,235 406 0.06% 0.06% 1646 +65 1.56% Q4 2025 Feb 11, 2026
Van Hulzen Asset Management, LLC History Reduced 4,232 406 0.03% 0.03% 1644 -13 -0.31% Q4 2025 Feb 06, 2026
Plum Street Advisors, LLC History Added to 4,221 405 0.14% 0.15% 1647 +8 0.19% Q4 2025 Feb 13, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,209 404 0.11% 0.12% 1648 0 0.0% Q4 2025 Feb 10, 2026
FourThought Financial Partners, LLC History New 4,197 403 0.03% 1649 +4,197 New Q4 2025 Feb 06, 2026
Financial Alternatives, Inc History No change 4,200 403 0.23% 0.24% 1650 0 0.0% Q4 2025 Feb 04, 2026
Kovack Advisors, Inc. History Added to 4,159 399 0.02% 0.03% 1652 +1,111 36.45% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History Added to 4,162 399 0.03% 0.03% 1651 +226 5.74% Q4 2025 Feb 13, 2026
Foster Victor Wealth Advisors, LLC History Reduced 3,996 397 0.02% 0.02% 1653 -71 -1.75% Q4 2025 Jan 26, 2026
Blue Fin Capital, Inc. History Reduced 4,131 396 0.06% 0.07% 1654 -444 -9.7% Q4 2025 Jan 23, 2026
Arnold Financial Planning LLC History New 4,115 395 0.41% 1656 +4,115 New Q4 2025 Jan 27, 2026
Horizon Investment Services, LLC History No change 4,122 395 0.14% 0.14% 1655 0 0.0% Q4 2025 Feb 13, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Added to 4,112 394 0.33% 0.3% 1657 +462 12.66% Q4 2025 Jan 08, 2026
M Wealth Management, LLC History No change 4,111 394 0.34% 0.34% 1658 0 0.0% Q4 2025 Jan 29, 2026
Pacific Capital Wealth Advisors, Inc. History No change 4,086 392 0.07% 0.07% 1659 0 0.0% Q4 2025 Jan 26, 2026
Evernest Financial Advisors, LLC History No change 3,756 390 0.08% 0.1% 1660 0 0.0% Q4 2025 Feb 13, 2026
Financial Insights, Inc. History No change 4,055 389 0.13% 0.13% 1661 0 0.0% Q4 2025 Mar 31, 2026
Premier Path Wealth Partners, LLC History Added to 4,044 388 0.05% 0.05% 1663 +232 6.09% Q4 2025 Jan 22, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 4,041 388 0.07% 0.07% 1662 -71 -1.73% Q4 2025 Jan 21, 2026
BOYUM WEALTH ARCHITECTS LLC History New 3,867 386 0.18% 1668 +3,867 New Q4 2025 Jan 26, 2026
TRUE Private Wealth Advisors History Reduced 4,022 386 0.04% 0.04% 1665 -228 -5.36% Q4 2025 Feb 13, 2026
Carrera Capital Advisors History Added to 4,027 386 0.06% 0.07% 1667 +39 0.98% Q4 2025 Jan 30, 2026
KCM INVESTMENT ADVISORS LLC History No change 4,020 386 0.01% 0.01% 1664 0 0.0% Q4 2025 Feb 13, 2026
S.A. Mason LLC History No change 4,024 386 0.15% 0.17% 1666 0 0.0% Q4 2025 Jan 29, 2026
PLIMOTH TRUST CO LLC History No change 4,016 385 0.09% 0.08% 1669 0 0.0% Q4 2025 Jan 27, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 3,999 384 0.06% 0.06% 1672 -110 -2.68% Q4 2025 Feb 06, 2026
Godshalk Welsh Capital Management, Inc. History No change 4,000 384 0.22% 0.21% 1670 0 0.0% Q4 2025 Feb 12, 2026
CPA Asset Management Group, LLC History No change 4,002 384 0.13% 0.14% 1671 0 0.0% Q4 2025 Jan 13, 2026
Arkos Global Advisors History No change 3,988 383 0.05% 0.05% 1673 0 0.0% Q4 2025 Feb 13, 2026
Sendero Wealth Management, LLC History No change 3,988 382 0.04% 0.04% 1674 0 0.0% Q4 2025 Jan 13, 2026
Pines Wealth Management, LLC History No change 3,988 382 0.12% 0.13% 1675 0 0.0% Q4 2025 Feb 02, 2026
Downshift Financial, LLC History New 3,800 381 0.23% 1679 +3,800 New Q4 2025 Mar 11, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 3,971 381 0.0% 0.0% 1676 +701 21.44% Q4 2025 Feb 17, 2026
REDW Wealth LLC History No change 3,977 381 0.15% 0.14% 1677 0 0.0% Q4 2025 Jan 28, 2026
New Covenant Trust Company, N.A. History No change 3,931 381 0.34% 0.34% 1678 0 0.0% Q4 2025 Jan 13, 2026
JPL Wealth Management, LLC History No change 3,965 380 0.09% 0.09% 1680 0 0.0% Q4 2025 Feb 12, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 3,956 379 0.01% 0.01% 1681 -46 -1.15% Q4 2025 Feb 17, 2026
MMBG INVESTMENT ADVISORS CO. History No change 3,950 379 0.03% 0.03% 1682 0 0.0% Q4 2025 Feb 09, 2026
Morton Capital Management LLC/CA History No change 3,948 379 0.06% 0.06% 1683 0 0.0% Q4 2025 Feb 03, 2026
Comprehensive Money Management Services LLC History No change 3,937 378 0.26% 0.26% 1684 0 0.0% Q4 2025 Jan 22, 2026
Asset Allocation & Management Company, LLC History No change 3,930 377 0.15% 0.15% 1685 0 0.0% Q4 2025 Jan 12, 2026
Steigerwald, Gordon & Koch Inc. History Added to 3,890 373 0.04% 0.03% 1686 +365 10.35% Q4 2025 Jan 23, 2026
Kathmere Capital Management, LLC History Reduced 3,887 373 0.03% 0.03% 1687 -217 -5.29% Q4 2025 Jan 13, 2026
Concord Wealth Partners History Reduced 3,875 372 0.05% 0.05% 1688 -145 -3.61% Q4 2025 Jan 29, 2026
Bull Street Advisors, LLC History No change 3,853 370 0.17% 0.17% 1689 0 0.0% Q4 2025 Jan 28, 2026
Baldwin Investment Management, LLC History No change 3,825 367 0.04% 0.04% 1690 0 0.0% Q4 2025 Feb 13, 2026
Family Manage LLC History Reduced 3,820 366 0.05% 0.05% 1691 -210 -5.21% Q4 2025 Feb 17, 2026
Kaydan Wealth Management, Inc. History Added to 3,811 365 0.11% 0.1% 1692 +191 5.28% Q4 2025 Jan 12, 2026
Wagner Wealth Management, LLC History New 3,799 364 0.08% 1693 +3,799 New Q4 2025 Jan 30, 2026
Trellis Wealth Advisors LLC History No change 3,800 364 0.14% 0.14% 1694 0 0.0% Q4 2025 Jan 26, 2026
Bison Wealth, LLC History New 3,889 363 0.04% 1696 +3,889 New Q4 2025 Mar 24, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 3,785 363 0.23% 0.2% 1695 -264 -6.52% Q4 2025 Feb 09, 2026
Lakeridge Wealth Management LLC History Added to 3,761 361 0.16% 0.15% 1697 +47 1.27% Q4 2025 Jan 07, 2026
M3 Wealth Management, LLC History New 3,757 360 0.29% 1700 +3,757 New Q4 2025 Feb 09, 2026
Three Seasons Wealth, LLC History New 3,755 360 0.03% 1698 +3,755 New Q4 2025 Jan 15, 2026
Northstar Financial Companies, Inc. History Added to 3,757 360 0.29% 0.32% 1699 +73 1.98% Q4 2025 Feb 09, 2026
BCS Wealth Management History New 3,748 359 0.04% 1701 +3,748 New Q4 2025 Jan 26, 2026
Werba Rubin Papier Wealth Management History New 3,744 359 0.1% 1702 +3,744 New Q4 2025 Jan 27, 2026
Legacy Edge Advisors, LLC History New 3,728 358 0.04% 1703 +3,728 New Q4 2025 Feb 02, 2026
Avestar Capital, LLC History Added to 3,723 357 0.02% 0.02% 1704 +600 19.21% Q4 2025 Feb 10, 2026
Argentarii, LLC History No change 3,721 357 0.12% 0.14% 1705 0 0.0% Q4 2025 Jan 13, 2026
Pictet North America Advisors SA History New 3,700 355 0.03% 1707 +3,700 New Q4 2025 Jan 16, 2026
Praetorian Wealth Management, Inc. History New 3,700 355 0.07% 1708 +3,700 New Q4 2025 Jan 14, 2026
American Investment Services, Inc. History Reduced 3,704 355 0.08% 0.09% 1706 -385 -9.42% Q4 2025 Feb 13, 2026
Runnymede Capital Advisors, Inc. History New 3,695 354 0.2% 1712 +3,695 New Q4 2025 Jan 21, 2026
Trivant Custom Portfolio Group, LLC History Reduced 3,695 354 0.2% 0.19% 1710 -186 -4.79% Q4 2025 Jan 21, 2026
BCS Private Wealth Management, Inc. History Reduced 3,689 354 0.12% 0.13% 1711 -75 -1.99% Q4 2025 Jan 26, 2026
CORTLAND ASSOCIATES INC/MO History No change 3,687 354 0.04% 0.04% 1709 0 0.0% Q4 2025 Jan 28, 2026
Claro Advisors Inc. History Reduced 3,680 353 0.05% 0.05% 1713 -17 -0.46% Q4 2025 Feb 17, 2026
RTD Financial Advisors, Inc. History No change 3,683 353 0.04% 0.04% 1714 0 0.0% Q4 2025 Jan 27, 2026
Next Level Private LLC History Added to 3,670 352 0.09% 0.1% 1715 +9 0.25% Q4 2025 Jan 07, 2026
Net Worth Advisory Group History New 3,648 350 0.07% 1716 +3,648 New Q4 2025 Jan 14, 2026
Summit Wealth Group, LLC History New 3,646 350 0.08% 1717 +3,646 New Q4 2025 Feb 06, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,595 345 0.08% 0.08% 1718 0 0.0% Q4 2025 Feb 11, 2026
M.E. ALLISON & CO., INC. History No change 3,602 345 0.23% 0.23% 1719 0 0.0% Q4 2025 Jan 12, 2026
NICHOLS & PRATT ADVISERS LLP /MA History New 3,592 344 0.02% 1720 +3,592 New Q4 2025 Jan 29, 2026
Signal Advisors Wealth, LLC History Added to 3,589 344 0.03% 0.02% 1721 +1,195 49.92% Q4 2025 Jan 13, 2026
Andrews Advisory Associates, LLC History New 3,580 343 0.18% 1724 +3,580 New Q4 2025 Feb 18, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 3,572 343 0.01% 0.01% 1723 +922 34.79% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History Reduced 3,572 343 0.14% 0.09% 1722 -54 -1.49% Q4 2025 Feb 11, 2026
Uptown Financial Advisors LLC History Reduced 3,553 341 0.24% 0.28% 1725 -46 -1.28% Q4 2025 Jan 23, 2026
Cynosure Group, LLC History Added to 32,741 340 0.03% 0.06% 1729 +26,872 457.86% Q4 2025 Feb 17, 2026
SUMMIT WEALTH GROUP LLC / CO History New 3,541 340 0.05% 1731 +3,541 New Q4 2025 Feb 04, 2026
BBR PARTNERS, LLC History Added to 3,546 340 0.02% 0.02% 1727 +136 3.99% Q4 2025 Feb 11, 2026
Fiduciary Group, LLC History Reduced 3,545 340 0.03% 0.03% 1728 -36 -1.01% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 3,542 340 0.06% 0.06% 1726 0 0.0% Q4 2025 Jan 29, 2026
GOLDEN ROAD ADVISORS LLC History No change 3,542 340 0.19% 0.19% 1730 0 0.0% Q4 2025 Feb 02, 2026
Investor's Fiduciary Advisor Network, LLC History No change 3,534 339 0.07% 0.11% 1732 0 0.0% Q4 2025 Feb 12, 2026
Phocas Financial Corp. History No change 3,520 338 0.04% 0.04% 1733 0 0.0% Q4 2025 Jan 26, 2026
Saxony Capital Management, LLC History Reduced 3,512 337 0.21% 1.49% 1734 -20,687 -85.49% Q4 2025 Jan 15, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 3,505 336 0.33% 1737 +3,505 New Q4 2025 Jan 26, 2026
Cottage Street Advisors LLC History Added to 3,500 336 0.14% 0.13% 1735 +200 6.06% Q4 2025 Jan 26, 2026
Shared Vision Wealth Group LLC History No change 3,349 336 0.14% 0.13% 1736 0 0.0% Q4 2025 Feb 11, 2026
JGP Wealth Management, LLC History New 3,496 335 0.03% 1738 +3,496 New Q4 2025 Jan 12, 2026
Cove Private Wealth, LLC History No change 3,492 335 0.1% 0.1% 1739 0 0.0% Q4 2025 Jan 23, 2026
McClarren Financial Advisors, Inc. History Reduced 1,113 333 0.2% 0.19% 1740 -1,766 -61.34% Q4 2025 Jan 13, 2026
Financial Perspectives, Inc History Added to 3,472 333 0.09% 0.09% 1742 +11 0.32% Q4 2025 Jan 28, 2026
Philip James Wealth Mangement, LLC History No change 3,472 333 0.04% 0.04% 1741 0 0.0% Q4 2025 Jan 20, 2026
Vigilare Wealth Management History New 3,462 332 0.11% 1745 +3,462 New Q4 2025 Jan 07, 2026
Index Fund Advisors, Inc. History Reduced 3,460 332 0.02% 0.02% 1744 -1,178 -25.4% Q4 2025 Jan 29, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 3,460 332 0.08% 0.08% 1747 -100 -2.81% Q4 2025 Jan 14, 2026
AMI INVESTMENT MANAGEMENT INC History No change 3,460 332 0.07% 0.07% 1743 0 0.0% Q4 2025 Jan 14, 2026
Alta Wealth Advisors LLC History No change 3,461 332 0.11% 0.12% 1746 0 0.0% Q4 2025 Feb 03, 2026
Eldridge Investment Advisors, Inc. History No change 3,452 331 0.07% 0.07% 1748 0 0.0% Q4 2025 Feb 11, 2026
Morling Financial Advisors, LLC History No change 3,443 330 0.1% 0.11% 1749 0 0.0% Q4 2025 Feb 06, 2026
Livet Wealth, LLC History New 3,435 329 0.2% 1750 +3,435 New Q4 2025 Feb 13, 2026
United Asset Strategies, Inc. History Reduced 3,401 326 0.03% 0.03% 1751 -1,103 -24.49% Q4 2025 Jan 28, 2026
Bigelow Investment Advisors, LLC History Added to 3,369 323 0.13% 0.12% 1753 +74 2.25% Q4 2025 Jan 28, 2026
Jacobi Capital Management LLC History Added to 3,371 323 0.02% 0.02% 1752 +32 0.96% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 3,362 322 0.02% 1755 +3,362 New Q4 2025 Jan 20, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 3,363 322 0.01% 0.01% 1754 0 0.0% Q4 2025 Feb 09, 2026
MOTIVE WEALTH ADVISORS History No change 3,343 321 0.14% 0.13% 1756 0 0.0% Q4 2025 Jan 15, 2026
XY Planning Network, Inc. History Added to 3,338 320 0.06% 0.07% 1757 +874 35.47% Q4 2025 Jan 26, 2026
SFG Wealth Management, LLC. History Added to 3,340 320 0.13% 0.13% 1758 +132 4.11% Q4 2025 Feb 03, 2026
Keystone Global Partners, LLC History Reduced 3,327 319 0.14% 0.16% 1761 -48 -1.42% Q4 2025 Jan 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 3,330 319 0.03% 0.03% 1759 +30 0.91% Q4 2025 Jan 30, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 3,325 319 0.04% 0.05% 1760 0 0.0% Q4 2025 Feb 17, 2026
Old Port Advisors History New 3,309 317 0.08% 1763 +3,309 New Q4 2025 Jan 08, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 3,302 317 0.12% 0.1% 1762 +701 26.95% Q4 2025 Jan 27, 2026
Accel Wealth Management History Reduced 3,298 316 0.09% 0.1% 1764 -227 -6.44% Q4 2025 Jan 20, 2026
Tillman Hartley LLC History No change 3,294 316 0.08% 0.08% 1765 0 0.0% Q4 2025 Feb 13, 2026
Galvin, Gaustad & Stein, LLC History Added to 3,281 315 0.02% 0.02% 1766 +589 21.88% Q4 2025 Jan 23, 2026
Destiny Wealth Partners, LLC History No change 3,128 314 0.04% 0.04% 1767 0 0.0% Q4 2025 Feb 03, 2026
Acumen Wealth Advisors, LLC History New 3,267 313 0.09% 1768 +3,267 New Q4 2025 Feb 13, 2026
TCP Asset Management, LLC History No change 3,266 313 0.05% 0.05% 1769 0 0.0% Q4 2025 Jan 07, 2026
TSFG, LLC History Added to 3,248 312 0.05% 0.05% 1770 +4 0.12% Q4 2025 Feb 04, 2026
Simplicity Wealth,LLC History Reduced 3,244 311 0.02% 0.07% 1771 -9,276 -74.09% Q4 2025 Jan 30, 2026
BankPlus Trust Department History No change 3,244 311 0.08% 0.08% 1772 0 0.0% Q4 2025 Jan 27, 2026
Fulcrum Capital LLC History Reduced 3,223 309 0.06% 0.06% 1773 -102 -3.07% Q4 2025 Jan 15, 2026
RIVERSEDGE ADVISORS, LLC History No change 3,225 309 0.05% 0.05% 1774 0 0.0% Q4 2025 Jan 07, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 3,225 309 0.18% 0.18% 1775 0 0.0% Q4 2025 Jan 16, 2026
WATERSHED PRIVATE WEALTH LLC History No change 3,222 309 0.09% 0.09% 1776 0 0.0% Q4 2025 Jan 23, 2026
Hibernia Wealth Partners, LLC History New 3,210 308 0.09% 1780 +3,210 New Q4 2025 Feb 12, 2026
Apollon Financial, LLC History Added to 3,215 308 0.04% 0.04% 1783 +658 25.73% Q4 2025 Jan 22, 2026
COMPASS CAPITAL MANAGEMENT, INC History Added to 3,210 308 0.02% 0.01% 1777 +544 20.41% Q4 2025 Feb 12, 2026
Successful Portfolios LLC History Added to 3,122 308 0.16% 0.15% 1779 +341 12.26% Q4 2025 Jan 23, 2026
Global View Capital Management LLC History Reduced 3,213 308 0.06% 0.07% 1781 -248 -7.17% Q4 2025 Jan 14, 2026
BALANCED WEALTH GROUP LLC History Reduced 3,274 308 0.11% 0.13% 1782 -56 -1.68% Q4 2025 Jan 13, 2026
HOLDERNESS INVESTMENTS CO History No change 3,217 308 0.06% 0.06% 1778 0 0.0% Q4 2025 Feb 10, 2026
MONECO ADVISORS, LLC History Added to 3,192 306 0.02% 0.02% 1784 +775 32.06% Q4 2025 Feb 04, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 3,196 306 0.1% 0.1% 1785 0 0.0% Q4 2025 Jan 12, 2026
SEMITAM BONAM LLC History No change 3,191 306 0.25% 0.27% 1786 0 0.0% Q4 2025 Jan 20, 2026
TPG Advisors LLC History No change 3,185 305 0.19% 0.2% 1787 0 0.0% Q4 2025 Jan 21, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 3,176 304 0.17% 0.17% 1790 +57 1.83% Q4 2025 Jan 08, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 3,174 304 0.04% 0.03% 1789 +6 0.19% Q4 2025 Feb 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History No change 3,175 304 0.03% 0.03% 1788 0 0.0% Q4 2025 Jan 26, 2026
Boreal Capital Management LLC History No change 3,176 304 0.23% 0.24% 1791 0 0.0% Q4 2025 Feb 17, 2026
Cooksen Wealth, LLC History No change 3,165 303 0.22% 0.22% 1792 0 0.0% Q4 2025 Jan 20, 2026
Elser Financial Planning, Inc History No change 3,163 303 0.22% 0.36% 1793 0 0.0% Q4 2025 Jan 15, 2026
Petix & Botte Co History No change 3,154 302 0.07% 0.07% 1794 0 0.0% Q4 2025 Feb 05, 2026
PACK Private Wealth, LLC History No change 3,149 302 0.14% 0.14% 1795 0 0.0% Q4 2025 Feb 17, 2026
Pinion Investment Advisors, LLC History No change 3,139 301 0.07% 0.08% 1796 0 0.0% Q4 2025 Jan 29, 2026
South Shore Capital Advisors History New 3,124 299 0.22% 1798 +3,124 New Q4 2025 Jan 21, 2026
LAFFER TENGLER INVESTMENTS, INC. History Reduced 3,114 299 0.05% 0.06% 1797 -657 -17.42% Q4 2025 Feb 12, 2026
Occidental Asset Management, LLC History Reduced 3,101 297 0.04% 0.04% 1800 -336 -9.78% Q4 2025 Jan 08, 2026
HHM Wealth Advisors, LLC History No change 3,097 297 0.03% 0.03% 1799 0 0.0% Q4 2025 Jan 22, 2026
Creative Capital Management Investments LLC History No change 3,095 297 0.09% 0.09% 1801 0 0.0% Q4 2025 Jan 23, 2026
Summit Wealth Partners, LLC History No change 3,097 297 0.05% 0.05% 1802 0 0.0% Q4 2025 Jan 27, 2026
Aurora Private Wealth, Inc. History New 3,093 296 0.19% 1803 +3,093 New Q4 2025 Feb 02, 2026
WILLNER & HELLER, LLC History Added to 3,083 296 0.21% 0.22% 1804 +55 1.82% Q4 2025 Jan 12, 2026
AUGUSTINE ASSET MANAGEMENT INC History No change 3,073 295 0.06% 0.06% 1805 0 0.0% Q4 2025 Jan 16, 2026
FC Advisory LLC History Added to 3,067 294 0.08% 0.08% 1807 +19 0.62% Q4 2025 Jan 13, 2026
J.P. Marvel Investment Advisors, LLC History No change 3,069 294 0.04% 0.04% 1806 0 0.0% Q4 2025 Jan 29, 2026
Yoffe Investment Management, LLC History No change 3,068 294 0.38% 0.37% 1808 0 0.0% Q4 2025 Jan 26, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 3,056 293 0.27% 1810 +3,056 New Q4 2025 Feb 05, 2026
Advisors Capital Management, LLC History Reduced 3,053 293 0.0% 0.0% 1809 -457 -13.02% Q4 2025 Jan 29, 2026
Sargent Investment Group, LLC History New 3,045 292 0.04% 1812 +3,045 New Q4 2025 Feb 13, 2026
Plancorp, LLC History No change 3,047 292 0.01% 0.01% 1811 0 0.0% Q4 2025 Feb 05, 2026
AMERIFLEX GROUP, INC. History Reduced 3,019 289 0.15% 0.16% 1813 -1,605 -34.71% Q4 2025 Feb 18, 2026
Smith Salley Wealth Management History No change 3,007 288 0.01% 0.01% 1814 0 0.0% Q4 2025 Jan 27, 2026
TOWNSQUARE CAPITAL LLC History Reduced 2,994 287 0.06% 0.04% 1815 -30 -0.99% Q4 2025 Feb 11, 2026
Centurion Wealth Management LLC History No change 2,999 287 0.06% 0.06% 1816 0 0.0% Q4 2025 Jan 14, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 2,979 286 0.03% 0.04% 1817 -11 -0.37% Q4 2025 Jan 07, 2026
Aufman Associates Inc History No change 2,984 286 0.15% 0.16% 1818 0 0.0% Q4 2025 Feb 11, 2026
WEST PACES ADVISORS INC. History No change 2,979 286 0.06% 0.06% 1819 0 0.0% Q4 2025 Jan 21, 2026
Onyx Bridge Wealth Group LLC History Reduced 2,976 285 0.03% 0.03% 1820 -447 -13.06% Q4 2025 Feb 18, 2026
Merited Wealth, LLC History New 2,965 284 0.26% 1821 +2,965 New Q4 2025 Mar 26, 2026
Berger Financial Group, Inc History Reduced 2,955 283 0.02% 0.03% 1822 -1,754 -37.25% Q4 2025 Jan 27, 2026
EPG Wealth Management LLC History Added to 2,923 280 0.08% 0.07% 1823 +26 0.9% Q4 2025 Jan 28, 2026
FINANCIAL LIFE ADVISORS History Added to 2,904 278 0.09% 0.09% 1824 +60 2.11% Q4 2025 Jan 30, 2026
Windward Private Wealth Management Inc. History No change 2,902 278 0.1% 0.09% 1825 0 0.0% Q4 2025 Feb 02, 2026
Obermeyer Wealth Partners History New 2,894 277 0.01% 1826 +2,894 New Q4 2025 Jan 29, 2026
Winthrop Advisory Group LLC History Added to 2,884 276 0.02% 0.02% 1827 +522 22.1% Q4 2025 Jan 21, 2026
Main Street Group, LTD History No change 2,876 276 0.1% 0.08% 1828 0 0.0% Q4 2025 Jan 26, 2026
Institute for Wealth Management, LLC. History Reduced 2,856 274 0.03% 0.04% 1830 -982 -25.59% Q4 2025 Jan 27, 2026
Copley Financial Group, Inc. History Reduced 2,859 274 0.17% 0.21% 1832 -438 -13.28% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 2,858 274 0.01% 0.01% 1829 +45 1.6% Q4 2025 Feb 06, 2026
Trans-Canada Capital Inc. History Reduced 2,863 274 0.02% 0.02% 1831 -32 -1.11% Q4 2025 Feb 09, 2026
Avion Wealth History Reduced 2,849 273 0.06% 0.06% 1833 -317 -10.01% Q4 2025 Jan 23, 2026
First National Advisers, LLC History No change 2,850 273 0.04% 0.04% 1834 0 0.0% Q4 2025 Feb 04, 2026
Avalon Trust Co History Added to 2,834 272 0.02% 0.01% 1835 +1,665 142.43% Q4 2025 Feb 09, 2026
Farmers National Bank History New 2,831 271 0.06% 1837 +2,831 New Q4 2025 Mar 12, 2026
LVW Advisors, LLC History No change 2,832 271 0.03% 0.03% 1836 0 0.0% Q4 2025 Jan 14, 2026
Omnia Family Wealth, LLC History No change 2,814 270 0.08% 0.09% 1838 0 0.0% Q4 2025 Jan 16, 2026
Trivium Point Advisory, LLC History No change 2,815 270 0.03% 0.03% 1839 0 0.0% Q4 2025 Jan 26, 2026
Linden Thomas Advisory Services, LLC History New 2,798 268 0.03% 1840 +2,798 New Q4 2025 Jan 16, 2026
Cedarwood Wealth LLC History New 2,675 268 0.3% 1842 +2,675 New Q4 2025 Mar 05, 2026
Tribridge Partners Financial LLC History No change 2,797 268 0.11% 0.12% 1841 0 0.0% Q4 2025 Jan 26, 2026
St. Clair Advisors, LLC History New 2,785 267 0.07% 1844 +2,785 New Q4 2025 Jan 20, 2026
Fort Sheridan Advisors LLC History No change 2,785 267 0.03% 0.03% 1843 0 0.0% Q4 2025 Feb 10, 2026
Archford Capital Strategies, LLC History No change 2,778 266 0.03% 0.03% 1845 0 0.0% Q4 2025 Jan 15, 2026
Outlook Wealth Advisors, LLC History New 2,761 265 0.06% 1846 +2,761 New Q4 2025 Feb 11, 2026
Mayfair Advisory Group, LLC History Added to 2,737 265 0.1% 0.11% 1847 +49 1.82% Q4 2025 Jan 21, 2026
Winthrop Capital Management, LLC History No change 2,759 265 0.06% 0.06% 1848 0 0.0% Q4 2025 Feb 10, 2026
BNC WEALTH MANAGEMENT, LLC History Added to 2,754 264 0.07% 0.06% 1850 +8 0.29% Q4 2025 Jan 22, 2026
Bill Few Associates, Inc. History Added to 2,752 264 0.06% 0.07% 1851 +8 0.29% Q4 2025 Jan 12, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 2,752 264 0.03% 0.03% 1849 0 0.0% Q4 2025 Jan 20, 2026
Westfuller Advisors, LLC History Added to 2,740 263 0.11% 0.07% 1853 +1,081 65.16% Q4 2025 Jan 21, 2026
Cooper Financial Group History No change 2,743 263 0.03% 0.03% 1852 0 0.0% Q4 2025 Jan 08, 2026
One Degree Advisors Inc History Added to 2,723 261 0.07% 0.07% 1856 +382 16.32% Q4 2025 Feb 06, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 2,725 261 0.01% 0.01% 1854 0 0.0% Q4 2025 Jan 23, 2026
Knights of Columbus Asset Advisors LLC History No change 2,727 261 0.01% 0.01% 1855 0 0.0% Q4 2025 Feb 09, 2026
WEALTH ALLIANCE, LLC History Reduced 2,709 260 0.03% 0.03% 1857 -184 -6.36% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 2,716 260 0.02% 0.02% 1858 0 0.0% Q4 2025 Jan 08, 2026
Sensible Money, LLC History No change 2,693 258 0.08% 0.09% 1859 0 0.0% Q4 2025 Feb 09, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 2,680 257 0.03% 0.03% 1860 -10 -0.37% Q4 2025 Jan 30, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 2,675 256 0.2% 1865 +2,675 New Q4 2025 Feb 12, 2026
West Wealth Group, LLC History Added to 2,672 256 0.05% 0.06% 1862 +47 1.79% Q4 2025 Jan 26, 2026
Elk River Wealth Management LLC History No change 2,675 256 0.04% 0.04% 1861 0 0.0% Q4 2025 Feb 06, 2026
GERBER, LLC History No change 2,666 256 0.14% 0.16% 1863 0 0.0% Q4 2025 Jan 21, 2026
Sonoma Allocations LLC History No change 2,531 256 0.08% 0.09% 1864 0 0.0% Q4 2025 Feb 23, 2026
Gateway Wealth Partners, LLC History New 2,649 254 0.03% 1868 +2,649 New Q4 2025 Feb 11, 2026
PRIVATE MANAGEMENT GROUP INC History No change 2,655 254 0.01% 0.01% 1866 0 0.0% Q4 2025 Feb 12, 2026
Perkins Coie Trust Co History No change 2,646 254 0.05% 0.05% 1867 0 0.0% Q4 2025 Jan 12, 2026
Keewaydin Investments LLC History New 2,640 253 0.07% 1871 +2,640 New Q4 2025 Feb 10, 2026
Alpha Financial Advisors, LLC History Reduced 2,639 253 0.08% 0.11% 1870 -861 -24.6% Q4 2025 Jan 20, 2026
Accurate Wealth Management, LLC History Reduced 2,570 253 0.03% 0.04% 1869 -310 -10.76% Q4 2025 Jan 14, 2026
Blue Chip Partners, LLC History Added to 2,632 252 0.02% 0.02% 1872 +83 3.26% Q4 2025 Feb 18, 2026
Portfolio Resources Advisor Group, Inc. History New 2,617 251 0.25% 1876 +2,617 New Q4 2025 Feb 13, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 2,623 251 0.1% 0.11% 1875 -30 -1.13% Q4 2025 Jan 22, 2026
GFG Capital, LLC History No change 2,617 251 0.09% 0.08% 1873 0 0.0% Q4 2025 Jan 15, 2026
Zeit Capital LLC History No change 2,620 251 0.17% 0.17% 1874 0 0.0% Q4 2025 Jan 26, 2026
ROGCO, LP History Reduced 2,610 250 0.08% 0.11% 1879 -667 -20.35% Q4 2025 Jan 30, 2026
RAM Investment Partners, LLC History Added to 2,604 250 0.05% 0.04% 1878 +432 19.89% Q4 2025 Feb 12, 2026
OBSIDIAN CIO, LLC History Reduced 2,604 250 0.37% 0.03% 1877 -175 -6.3% Q4 2025 Feb 18, 2026
Fonville Wealth Management LLC History Added to 2,604 250 0.05% 0.05% 1880 +90 3.58% Q4 2025 Jan 23, 2026
Everhart Financial Group, Inc. History No change 2,603 249 0.02% 0.02% 1881 0 0.0% Q4 2025 Jan 07, 2026
Stronghold Wealth Management L.L.C. History New 2,586 248 0.37% 1883 +2,586 New Q4 2025 Feb 06, 2026
Cranbrook Wealth Management, LLC History Added to 2,592 248 0.05% 0.05% 1882 +3 0.12% Q4 2025 Jan 28, 2026
Madison Wealth Partners, Inc History Added to 2,579 247 0.05% 0.04% 1886 +396 18.14% Q4 2025 Feb 10, 2026
QTR Family Wealth, LLC History Reduced 2,372 247 0.11% 0.11% 1887 -35 -1.45% Q4 2025 Feb 13, 2026
CRA Financial Services, LLC History Added to 2,580 247 0.03% 0.03% 1885 +3 0.12% Q4 2025 Jan 16, 2026
Clearstead Trust, LLC History No change 2,579 247 0.04% 0.04% 1884 0 0.0% Q4 2025 Feb 09, 2026
Hanson & Doremus Investment Management History Reduced 2,560 246 0.03% 0.04% 1888 -800 -23.81% Q4 2025 Jan 20, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,568 246 0.04% 0.04% 1889 0 0.0% Q4 2025 Jan 29, 2026
Golden State Equity Partners History Added to 2,558 245 0.04% 0.04% 1891 +210 8.94% Q4 2025 Jan 29, 2026
Planned Solutions, Inc. History No change 2,554 245 0.08% 0.08% 1890 0 0.0% Q4 2025 Jan 28, 2026
ZWJ INVESTMENT COUNSEL INC History New 2,545 244 0.01% 1892 +2,545 New Q4 2025 Jan 23, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 2,542 244 0.07% 0.07% 1893 0 0.0% Q4 2025 Jan 26, 2026
Pasadena Private Wealth, LLC History No change 2,551 244 0.03% 0.03% 1894 0 0.0% Q4 2025 Feb 10, 2026
L.K. Benson & Company, P.C. History No change 2,542 244 0.12% 0.13% 1895 0 0.0% Q4 2025 Feb 06, 2026
Avant Financial Advisors LLC History Reduced 2,535 243 0.17% 0.21% 1898 -430 -14.5% Q4 2025 Jan 15, 2026
BKM Wealth Management, LLC History Added to 2,535 243 0.09% 0.09% 1897 +43 1.73% Q4 2025 Jan 29, 2026
Facet Wealth, Inc. History Added to 2,409 243 0.0% 0.0% 1896 +21 0.88% Q4 2025 Jan 29, 2026
Asempa Wealth Advisors History New 2,523 242 0.21% 1899 +2,523 New Q4 2025 Jan 08, 2026
Rockingstone Advisors LLC History New 2,520 241 0.11% 1900 +2,520 New Q4 2025 Jan 28, 2026
Old Peak Finance LLC History New 2,516 241 0.15% 1901 +2,516 New Q4 2025 Feb 10, 2026
Seneca Financial Advisors LLC History Added to 2,518 241 0.07% 0.07% 1902 +279 12.46% Q4 2025 Jan 26, 2026
MCDONALD PARTNERS LLC History New 2,505 240 0.08% 1904 +2,505 New Q4 2025 Feb 02, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History New 2,500 240 0.01% 1903 +2,500 New Q4 2025 Jan 30, 2026
Churchill Financial Advisors, LLC History New 2,500 240 0.07% 1905 +2,500 New Q4 2025 Feb 09, 2026
Keebeck Wealth Management History Reduced 2,491 239 0.03% 0.03% 1906 -1 -0.04% Q4 2025 Feb 17, 2026
BIRCHBROOK, INC. History No change 2,489 239 0.12% 0.12% 1907 0 0.0% Q4 2025 Feb 04, 2026
Woodline Partners LP History New 2,473 237 0.0% 1910 +2,473 New Q4 2025 Feb 17, 2026
IRON Financial LLC History Added to 2,474 237 0.11% 0.11% 1909 +31 1.27% Q4 2025 Jan 22, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 2,474 237 0.06% 0.06% 1908 0 0.0% Q4 2025 Jan 23, 2026
Strategic Global Advisors, LLC History New 2,458 236 0.04% 1911 +2,458 New Q4 2025 Feb 13, 2026
Austin Private Wealth, LLC History Added to 2,462 236 0.02% 0.02% 1912 +286 13.14% Q4 2025 Jan 20, 2026
Sachetta, LLC History Added to 2,466 236 0.13% 0.08% 1913 +15 0.61% Q4 2025 Feb 02, 2026
SHARPEPOINT LLC History New 2,455 235 0.14% 1917 +2,455 New Q4 2025 Feb 11, 2026
Guardian Partners Inc. History New 2,319 235 0.02% 1916 +2,319 New Q4 2025 Feb 17, 2026
Element Wealth, LLC History Added to 2,457 235 0.1% 0.1% 1915 +5 0.2% Q4 2025 Feb 13, 2026
Moss Adams Wealth Advisors LLC History No change 2,450 235 0.02% 0.02% 1914 0 0.0% Q4 2025 Jan 26, 2026
Strategic Blueprint, LLC History Reduced 2,441 234 0.01% 0.02% 1918 -1,741 -41.63% Q4 2025 Jan 30, 2026
jvl associates llc History No change 2,439 234 0.08% 0.08% 1919 0 0.0% Q4 2025 Jan 09, 2026
Tannin Capital LLC History New 2,428 233 0.21% 1921 +2,428 New Q4 2025 Feb 17, 2026
Opulen Financial Group LLC History Added to 2,430 233 0.17% 0.17% 1920 +44 1.84% Q4 2025 Feb 10, 2026
Brady Martz Wealth Solutions, LLC History New 2,416 232 0.04% 1923 +2,416 New Q4 2025 Jan 15, 2026
Planning Project LLC History New 2,416 232 0.06% 1924 +2,416 New Q4 2025 Feb 12, 2026
William Mack & Associates, Inc. History Reduced 2,417 232 0.11% 0.12% 1925 -61 -2.46% Q4 2025 Feb 09, 2026
Widmann Financial Services, Inc. History No change 2,421 232 0.14% 0.14% 1922 0 0.0% Q4 2025 Feb 18, 2026
Canvas Wealth Advisors, LLC History Reduced 2,415 231 0.04% 0.04% 1927 -18 -0.74% Q4 2025 Jan 12, 2026
COOPER/HAIMS ADVISORS, LLC History Added to 2,413 231 0.1% 0.11% 1926 +2 0.08% Q4 2025 Feb 11, 2026
Summit Investment Advisory Services, LLC History No change 2,408 231 0.09% 0.09% 1928 0 0.0% Q4 2025 Feb 04, 2026
Allodium Investment Consultants, LLC History No change 2,406 231 0.12% 0.13% 1929 0 0.0% Q4 2025 Jan 14, 2026
Sankala Group LLC History New 2,185 230 0.18% 1933 +2,185 New Q4 2025 Mar 02, 2026
Capital Investment Advisory Services, LLC History Reduced 2,396 230 0.02% 0.02% 1931 -61 -2.48% Q4 2025 Jan 21, 2026
SOL Capital Management CO History No change 2,400 230 0.02% 0.02% 1930 0 0.0% Q4 2025 Jan 30, 2026
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC History No change 2,400 230 0.08% 0.08% 1932 0 0.0% Q4 2025 Jan 16, 2026
Lafayette Investments, Inc. History Added to 2,392 229 0.04% 0.04% 1934 +1 0.04% Q4 2025 Feb 04, 2026
Cardinal Point Capital Management ULC History Reduced 2,380 228 0.01% 0.02% 1935 -195 -7.57% Q4 2025 Feb 05, 2026
NORTHLAND SECURITIES, INC. History New 2,364 227 0.22% 1936 +2,364 New Q4 2025 Jan 23, 2026
CLARK ESTATES INC/NY History No change 2,370 227 0.06% 0.05% 1937 0 0.0% Q4 2025 Feb 12, 2026
MontVue Capital Management, Inc. History No change 2,364 227 0.15% 0.15% 1938 0 0.0% Q4 2025 Jan 27, 2026
Delos Wealth Advisors, LLC History No change 2,355 226 0.15% 0.15% 1939 0 0.0% Q4 2025 Feb 17, 2026
Lorne Steinberg Wealth Management Inc. History New 2,345 225 0.05% 1941 +2,345 New Q4 2025 Jan 27, 2026
Westside Investment Management, Inc. History Added to 2,347 225 0.04% 0.03% 1940 +3 0.13% Q4 2025 Jan 23, 2026
Perennial Advisors, LLC History Added to 2,335 224 0.04% 0.04% 1942 +130 5.9% Q4 2025 Jan 12, 2026
Midwest Financial Group LLC History New 2,323 223 0.1% 1945 +2,323 New Q4 2025 Jan 20, 2026
Intellectus Partners, LLC History Reduced 2,330 223 0.04% 0.05% 1944 -394 -14.46% Q4 2025 Feb 10, 2026
Capital Asset Advisory Services LLC History Reduced 2,276 223 0.01% 0.01% 1943 -5 -0.22% Q4 2025 Jan 09, 2026
PARTHENON LLC History Reduced 2,313 222 0.02% 0.02% 1947 -100 -4.14% Q4 2025 Jan 23, 2026
PDS Planning, Inc History Added to 2,317 222 0.01% 0.01% 1946 +18 0.78% Q4 2025 Jan 26, 2026
McLaughlin Asset Management, Inc. History New 2,304 221 0.2% 1948 +2,304 New Q4 2025 Feb 20, 2026
Claris Financial LLC History Added to 2,283 219 0.12% 0.12% 1949 +38 1.69% Q4 2025 Feb 19, 2026
American State Bank (Iowa) History New 2,274 218 0.1% 1953 +2,274 New Q4 2025 Apr 14, 2026
Evensky & Katz LLC History Reduced 2,269 218 0.01% 0.01% 1950 -222 -8.91% Q4 2025 Feb 05, 2026
M. Kulyk & Associates, LLC History No change 2,275 218 0.04% 0.04% 1951 0 0.0% Q4 2025 Jan 08, 2026
NCM Capital Management, LLC History No change 2,276 218 0.08% 0.08% 1952 0 0.0% Q4 2025 Mar 02, 2026
Alpine Global Management, LLC History New 2,264 217 0.05% 1955 +2,264 New Q4 2025 Feb 26, 2026
Northwest Bancshares, Inc. History Reduced 2,267 217 0.04% 0.04% 1954 -244 -9.72% Q4 2025 Feb 13, 2026
Marathon Strategic Advisors, LLC History Reduced 2,263 217 0.17% 0.18% 1957 -90 -3.82% Q4 2025 Feb 11, 2026
Objectivity Squared, LLC History Added to 2,266 217 0.12% 0.12% 1956 +40 1.8% Q4 2025 Feb 02, 2026
Powerhouse Assets LLC History New 2,250 216 0.19% 1958 +2,250 New Q4 2025 Jan 15, 2026
Roger Wittlin Investment Advisory, LLC History Added to 2,254 216 0.15% 0.11% 1959 +41 1.85% Q4 2025 Jan 20, 2026
ALLIUM FINANCIAL ADVISORS, LLC History No change 2,251 216 0.17% 0.17% 1960 0 0.0% Q4 2025 Feb 09, 2026
Wealth Enhancement Trust Services, Inc. History New 2,241 215 0.03% 1962 +2,241 New Q4 2025 Jan 27, 2026
American Trust History Reduced 2,247 215 0.02% 0.02% 1961 -154 -6.41% Q4 2025 Feb 17, 2026
Boston Standard Wealth Management, LLC History Added to 2,238 214 0.04% 0.03% 1964 +31 1.4% Q4 2025 Jan 07, 2026
MIDDLETON & CO INC/MA History No change 2,235 214 0.02% 0.02% 1963 0 0.0% Q4 2025 Jan 29, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 2,235 214 0.03% 0.03% 1965 0 0.0% Q4 2025 Jan 12, 2026
BEACON FINANCIAL PLANNING, INC History New 2,225 213 0.1% 1966 +2,225 New Q4 2025 Jan 22, 2026
Redhawk Wealth Advisors, Inc. History Added to 2,214 212 0.02% 0.02% 1968 +13 0.59% Q4 2025 Jan 14, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 2,205 212 0.03% 0.03% 1967 0 0.0% Q4 2025 Feb 13, 2026
Rathbones Group PLC History Reduced 2,205 211 0.0% 0.0% 1969 -375 -14.53% Q4 2025 Feb 06, 2026
Rodgers & Associates, LTD History Reduced 2,179 209 0.02% 0.02% 1971 -45 -2.02% Q4 2025 Jan 22, 2026
Coastal Bridge Advisors, LLC History No change 2,187 209 0.02% 0.02% 1970 0 0.0% Q4 2025 Feb 18, 2026
apricus wealth, LLC History No change 2,183 209 0.11% 0.11% 1972 0 0.0% Q4 2025 Jan 15, 2026
Quadrant Private Wealth Management, LLC History Reduced 2,166 208 0.03% 0.06% 1973 -1,162 -34.92% Q4 2025 Jan 26, 2026
Advance Capital Management, Inc. History New 2,164 207 0.01% 1974 +2,164 New Q4 2025 Jan 06, 2026
North Capital, Inc. History No change 2,163 207 0.18% 0.16% 1975 0 0.0% Q4 2025 Feb 18, 2026
Berkshire Money Management, Inc. History New 2,146 206 0.02% 1977 +2,146 New Q4 2025 Jan 27, 2026
GW HENSSLER & ASSOCIATES LTD History No change 2,150 206 0.01% 0.01% 1976 0 0.0% Q4 2025 Feb 10, 2026
BINGHAM PRIVATE WEALTH, LLC History New 2,144 205 0.18% 1980 +2,144 New Q4 2025 Jan 23, 2026
PURE PORTFOLIOS HOLDINGS LLC History New 2,140 205 0.06% 1979 +2,140 New Q4 2025 Jan 30, 2026
Cedar Point Capital Partners, LLC History Reduced 2,139 205 0.13% 0.17% 1978 -580 -21.33% Q4 2025 Feb 11, 2026
SpringVest Wealth Management LLC History New 2,134 204 0.14% 1985 +2,134 New Q4 2025 Jan 23, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History New 2,130 204 0.02% 1984 +2,130 New Q4 2025 Jan 27, 2026
MERITAGE PORTFOLIO MANAGEMENT History New 2,126 204 0.01% 1981 +2,126 New Q4 2025 Jan 27, 2026
Clarius Group, LLC History Reduced 2,128 204 0.01% 0.01% 1982 -120 -5.34% Q4 2025 Jan 14, 2026
Corsicana & Co. History No change 2,129 204 0.11% 0.11% 1983 0 0.0% Q4 2025 Jan 07, 2026
Envision Financial Planning, LLC History New 2,124 203 0.08% 1986 +2,124 New Q4 2025 Feb 17, 2026
Christensen, King & Associates Investment Services, Inc. History New 2,122 203 0.09% 1987 +2,122 New Q4 2025 Jan 22, 2026
Capstone Wealth Management Group LLC History New 2,108 202 0.12% 1989 +2,108 New Q4 2025 Jan 09, 2026
Miller Global Investments, LLC History New 2,108 202 0.18% 1990 +2,108 New Q4 2025 Jan 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 2,111 202 0.01% 0.01% 1988 +34 1.64% Q4 2025 Feb 06, 2026
Bensler, LLC History New 2,103 201 0.02% 1992 +2,103 New Q4 2025 Feb 04, 2026
Kozak & Associates, Inc. History Added to 2,040 201 0.04% 0.04% 1991 +28 1.39% Q4 2025 Jan 12, 2026
EWA, LLC History New 2,092 200 0.05% 1995 +2,092 New Q4 2025 Feb 03, 2026
Curtis Advisory Group, LLC History New 2,087 200 0.04% 1993 +2,087 New Q4 2025 Jan 23, 2026
Claret Asset Management Corp History New 2,085 200 0.02% 1994 +2,085 New Q4 2025 Feb 11, 2026
Colony Family Offices, LLC History No change 2,032 195 0.05% 0.05% 1996 0 0.0% Q4 2025 Jan 22, 2026
Founders Financial Alliance, LLC History Reduced 1,958 187 0.04% 0.05% 1998 -655 -25.07% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Added to 1,955 187 0.02% 0.02% 1997 +1 0.05% Q4 2025 Jan 12, 2026
CoreFirst Bank & Trust History Added to 1,939 186 0.1% 0.01% 2000 +1,740 874.37% Q4 2025 Feb 11, 2026
HighMark Wealth Management LLC History Reduced 1,939 186 0.08% 0.08% 1999 -10 -0.51% Q4 2025 Feb 05, 2026