iSHARES TRUST - EFG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JONES FINANCIAL COMPANIES LLLP History Added to 3,875,232 441,466 0.27% 0.29% 1 +79,111 2.08% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,487,456 397,290 0.03% 0.03% 2 -7,727 -0.22% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,658,743 302,884 0.09% 0.14% 3 -1,682,756 -38.76% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Reduced 2,609,776 297,305 0.02% 0.02% 4 -324,902 -11.07% Q4 2025 Feb 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 2,374,486 270,501 0.41% — 5 +2,374,486 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 2,230,640 254,114 0.02% 0.02% 6 -579,939 -20.63% Q4 2025 Feb 11, 2026
LPL Financial LLC History Reduced 2,156,644 245,684 0.07% 0.09% 7 -480,302 -18.21% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 1,311,881 149,460 0.18% 0.18% 8 -10,406 -0.79% Q4 2025 Jan 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,239,402 141,192 0.08% 0.08% 9 +53,177 4.48% Q4 2025 Feb 06, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,156,764 131,778 0.02% 0.03% 10 -36,127 -3.03% Q4 2025 Feb 13, 2026
FMR LLC History Added to 1,003,387 114,305 0.01% 0.01% 11 +48,822 5.11% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Reduced 980,611 111,711 0.12% 0.13% 12 -11,372 -1.15% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 865,462 98,593 0.02% 0.02% 13 -138,456 -13.79% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Reduced 769,913 87,707 0.02% 0.02% 14 -144,477 -15.8% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 668,195 76,120 0.01% 0.01% 15 -15,939 -2.33% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 661,270 75,331 0.05% 0.05% 16 +47,102 7.67% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 640,754 72,994 0.17% 0.17% 17 +17,178 2.75% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 631,968 71,988 0.08% 0.11% 18 +8,399 1.35% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 623,927 71,077 0.02% 0.02% 19 +40,616 6.96% Q4 2025 Feb 18, 2026
M&T BANK CORP History Reduced 592,013 67,442 0.22% 0.23% 20 -14,772 -2.43% Q4 2025 Jan 30, 2026
Bank of New York Mellon Corp History Added to 552,175 62,903 0.01% 0.01% 21 +172,228 45.33% Q4 2025 Feb 10, 2026
Quent Capital, LLC History Added to 546,864 62,298 4.49% 4.95% 22 +28,514 5.5% Q4 2025 Jan 29, 2026
Sanctuary Advisors, LLC History Reduced 539,068 61,410 0.34% 0.4% 23 -155,787 -22.42% Q4 2025 Jan 29, 2026
SOFI WEALTH, LLC History Added to 528,835 60,244 3.0% 3.08% 24 +26,671 5.31% Q4 2025 Jan 30, 2026
AE Wealth Management LLC History Added to 519,721 59,206 0.34% 0.37% 25 +4,596 0.89% Q4 2025 Jan 26, 2026
Financial Synergies Wealth Advisors, Inc. History Added to 485,342 55,290 5.34% 5.4% 26 +16,765 3.58% Q4 2025 Feb 06, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 478,795 54,544 0.41% 0.41% 27 +31,025 6.93% Q4 2025 Feb 12, 2026
FAS Wealth Partners, Inc. History Added to 457,586 52,128 3.37% 3.44% 28 +11,049 2.47% Q4 2025 Feb 18, 2026
Baker Avenue Asset Management, LP History Added to 450,800 51,355 1.18% 1.22% 29 +4,644 1.04% Q4 2025 Feb 10, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 450,701 51,343 1.27% 0.94% 30 +131,783 41.32% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 438,424 49,945 0.35% 0.4% 31 +27,128 6.6% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 437,864 49,881 0.01% — 32 +437,864 New Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Reduced 434,249 49,469 0.49% 0.87% 33 -136,380 -23.9% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 428,119 48,771 0.01% 0.01% 34 -78,642 -15.52% Q4 2025 Mar 25, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 408,287 46,512 0.06% 0.07% 35 -36,916 -8.29% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Reduced 390,383 44,472 0.11% 0.14% 36 -63,034 -13.9% Q4 2025 Feb 13, 2026
Koss-Olinger Consulting, LLC History Added to 360,727 41,094 3.18% 0.96% 37 +256,770 247.0% Q4 2025 Feb 10, 2026
Mariner, LLC History Reduced 348,430 39,693 0.05% 0.05% 38 -23,036 -6.2% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Added to 348,126 39,659 0.06% 0.05% 39 +42,511 13.91% Q4 2025 Feb 10, 2026
Federation des caisses Desjardins du Quebec History Added to 335,394 38,208 0.15% — 40 +335,392 16769600.0% Q4 2025 Feb 12, 2026
Octavia Wealth Advisors, LLC History Added to 325,165 37,042 3.54% 3.47% 41 +18,559 6.05% Q4 2025 Jan 23, 2026
Corient Private Wealth LLC History Added to 334,916 36,254 0.05% 0.05% 42 +74,250 28.48% Q4 2025 Mar 09, 2026
BOKF, NA History Added to 316,764 36,085 0.55% 0.51% 43 +16,420 5.47% Q4 2025 Feb 03, 2026
OSAIC HOLDINGS, INC. History Reduced 297,439 33,931 0.05% 0.07% 44 -118,866 -28.55% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 289,664 32,998 0.44% 0.0% 45 +286,813 10060.08% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History Added to 281,248 32,394 2.09% 2.07% 46 +5,021 1.82% Q4 2025 Jan 23, 2026
Meridian Wealth Partners, LLC History Added to 268,250 30,559 4.21% 4.12% 47 +5,394 2.05% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 264,135 30,090 0.06% 0.06% 48 +12,205 4.84% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 248,791 28,474 0.36% 0.35% 49 +10,718 4.5% Q4 2025 Jan 23, 2026
BANK OF MONTREAL /CAN/ History Added to 248,127 28,266 0.01% 0.01% 50 +12,231 5.18% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Reduced 247,201 28,161 0.12% 0.13% 51 -8,912 -3.48% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 232,614 26,499 0.22% 0.37% 52 -184,674 -44.26% Q4 2025 Jan 05, 2026
Itau Unibanco Holding S.A. History Reduced 225,826 25,726 0.62% 1.04% 53 -48,776 -17.76% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 224,963 25,627 0.03% 0.03% 54 +16,987 8.17% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 224,092 25,528 0.11% 0.08% 55 +66,506 42.2% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 211,861 24,135 0.19% 0.16% 56 +56,202 36.11% Q4 2025 Jan 26, 2026
Lido Advisors, LLC History Added to 210,089 23,933 0.07% 0.0% 57 +206,535 5811.34% Q4 2025 Feb 10, 2026
Covenant Partners, LLC History Added to 205,602 23,422 6.85% 6.55% 58 +2,761 1.36% Q4 2025 Jan 26, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Added to 199,115 22,683 5.04% 1.36% 59 +147,064 282.54% Q4 2025 Jan 13, 2026
Cassaday & Co Wealth Management LLC History Reduced 197,944 22,549 0.48% 0.53% 60 -2,539 -1.27% Q4 2025 Feb 03, 2026
RTD Financial Advisors, Inc. History Reduced 193,560 22,050 2.69% 2.72% 61 -5,344 -2.69% Q4 2025 Jan 27, 2026
FIRST NATIONAL BANK OF OMAHA History New 189,470 21,684 0.64% — 62 +189,470 New Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 190,005 21,645 0.03% 0.03% 63 +4,458 2.4% Q4 2025 Feb 02, 2026
OneDigital Investment Advisors LLC History Reduced 185,598 21,143 0.21% 0.23% 64 -8,972 -4.61% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 181,912 20,723 0.11% — 65 +181,912 New Q4 2025 Feb 18, 2026
Savvy Advisors, Inc. History Added to 178,301 20,312 0.66% 0.72% 66 +41,637 30.47% Q4 2025 Jan 20, 2026
Shakespeare Wealth Management, LLC History Added to 176,025 20,052 4.43% 4.46% 67 +4,133 2.4% Q4 2025 Feb 06, 2026
JANE STREET GROUP, LLC History Reduced 173,279 19,739 0.0% 0.0% 68 -13,450 -7.2% Q4 2025 Feb 12, 2026
CWM, LLC History Reduced 168,636 19,211 0.05% 0.06% 69 -1,746 -1.02% Q4 2025 Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 164,523 18,742 0.03% 0.03% 70 -7,770 -4.51% Q4 2025 Feb 18, 2026
STALEY CAPITAL ADVISERS INC History Added to 164,092 18,693 0.77% 0.74% 71 +5,250 3.31% Q4 2025 Feb 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 163,118 18,582 0.33% 0.37% 72 +1,251 0.77% Q4 2025 Jan 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 153,034 18,053 0.02% 0.03% 73 +253 0.17% Q4 2025 Jan 08, 2026
Baird Financial Group, Inc. History Added to 158,454 18,051 0.03% 0.03% 74 +4,741 3.08% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Reduced 154,084 17,553 0.02% 0.02% 75 -20,038 -11.51% Q4 2025 Feb 13, 2026
Creative Planning History Added to 152,036 17,319 0.01% 0.01% 76 +15,605 11.44% Q4 2025 Feb 17, 2026
MA Private Wealth History Reduced 150,767 17,175 2.87% 3.12% 77 -12,298 -7.54% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 149,563 17,038 0.07% — 78 +149,563 New Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 148,873 16,959 0.14% 0.13% 79 +12,156 8.89% Q4 2025 Feb 13, 2026
Seneca Financial Advisors LLC History Added to 146,792 16,722 5.09% 4.8% 80 +17,711 13.72% Q4 2025 Jan 26, 2026
Janney Montgomery Scott LLC History Reduced 144,365 16,446 0.04% 0.06% 81 -62,716 -30.29% Q4 2025 Feb 11, 2026
Affinity Capital Advisors, LLC History Added to 143,393 16,335 2.26% 2.44% 82 +6,182 4.51% Q4 2025 Jan 09, 2026
Integrated Wealth Concepts LLC History Reduced 143,335 16,328 0.19% 0.27% 83 -126,016 -46.79% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 138,105 15,732 0.2% 0.2% 84 +4,874 3.66% Q4 2025 Jan 29, 2026
Wakefield Asset Management LLLP History Reduced 137,148 15,623 4.24% 4.36% 85 -3,169 -2.26% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Reduced 134,703 15,345 0.06% 0.12% 86 -91,210 -40.37% Q4 2025 Feb 18, 2026
RWA WEALTH PARTNERS, LLC History Reduced 123,571 14,077 0.15% 0.16% 87 -156 -0.13% Q4 2025 Feb 12, 2026
PRUDENTIAL FINANCIAL INC History Reduced 123,403 14,058 0.02% 0.02% 88 -858 -0.69% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Reduced 122,422 13,946 0.11% 0.18% 89 -39,549 -24.42% Q4 2025 Feb 17, 2026
Bedel Financial Consulting, Inc. History Added to 122,227 13,924 1.5% 1.77% 90 +528 0.43% Q4 2025 Jan 28, 2026
Kingdom Financial Group LLC. History Added to 119,632 13,628 4.21% 3.35% 91 +71,546 148.79% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 119,250 13,585 0.04% 0.05% 92 -30,429 -20.33% Q4 2025 Feb 05, 2026
GREENLEAF TRUST History Reduced 118,611 13,512 0.12% 0.13% 93 -6,614 -5.28% Q4 2025 Jan 21, 2026
Pinnacle Financial Partners, Inc. History New 117,768 13,416 0.1% — 94 +117,768 New Q4 2025 Feb 18, 2026
Aventus Investment Advisors, Inc. History Added to 116,604 13,283 10.77% 10.96% 95 +3,706 3.28% Q4 2025 Jan 14, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 115,588 13,167 0.05% 0.09% 96 -110,139 -48.79% Q4 2025 Feb 06, 2026
Checchi Capital Advisers, LLC History Reduced 114,480 13,041 0.67% 0.68% 97 -30 -0.03% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 111,822 12,746 0.07% 0.08% 98 +4,875 4.56% Q4 2025 Feb 17, 2026
Farther Finance Advisors, LLC History Added to 109,308 12,452 0.13% 0.16% 99 +17,493 19.05% Q4 2025 Jan 23, 2026
REGIMEN WEALTH, LLC History Added to 107,914 12,293 3.6% 3.62% 100 +922 0.86% Q4 2025 Feb 09, 2026
Cardinal Strategic Wealth Guidance History Reduced 107,748 12,274 3.21% 4.27% 101 -31,798 -22.79% Q4 2025 Jan 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 102,199 11,686 0.02% 0.03% 102 -11,430 -10.06% Q4 2025 Feb 05, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 100,294 11,425 1.13% 1.04% 103 +9,237 10.14% Q4 2025 Jan 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 99,781 11,367 0.15% 0.17% 104 -768 -0.76% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Reduced 91,524 10,426 0.25% 0.34% 105 -22,972 -20.06% Q4 2025 Jan 29, 2026
Avior Wealth Management, LLC History Added to 91,490 10,422 0.32% 0.33% 106 +438 0.48% Q4 2025 Jan 06, 2026
Cerro Pacific Wealth Advisors LLC History Added to 90,330 10,290 2.77% 2.35% 107 +15,042 19.98% Q4 2025 Feb 02, 2026
Icon Wealth Advisors, LLC History Reduced 88,997 10,138 0.68% 0.83% 108 -18,140 -16.93% Q4 2025 Feb 13, 2026
Mill Creek Capital Advisors, LLC History Reduced 88,862 10,123 0.21% 0.22% 109 -3,552 -3.84% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 88,433 10,074 0.0% 0.0% 110 -58,066 -39.64% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Added to 87,933 10,017 0.45% 0.48% 111 +2,508 2.94% Q4 2025 Feb 17, 2026
COURIER CAPITAL LLC History Added to 87,610 9,980 0.56% 0.54% 112 +4,395 5.28% Q4 2025 Jan 29, 2026
Marks Group Wealth Management, Inc History Added to 83,658 9,530 0.91% 0.68% 113 +19,673 30.75% Q4 2025 Feb 11, 2026
LifeWealth Investments, LLC History Added to 83,165 9,474 3.0% 2.88% 114 +6,400 8.34% Q4 2025 Jan 26, 2026
Meeder Advisory Services, Inc. History Added to 82,337 9,379 0.4% 0.3% 115 +25,524 44.93% Q4 2025 Feb 11, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 82,112 9,354 3.69% 2.54% 116 +3,831 4.89% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Added to 81,438 9,277 0.02% 0.02% 117 +401 0.49% Q4 2025 Feb 17, 2026
FINANCIAL LIFE ADVISORS History Reduced 80,524 9,173 2.83% 3.09% 118 -3,833 -4.54% Q4 2025 Jan 30, 2026
Key FInancial Inc History Added to 79,902 9,102 1.66% 1.67% 119 +1,103 1.4% Q4 2025 Feb 09, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 79,549 9,062 0.91% 1.34% 120 -33,390 -29.56% Q4 2025 Jan 27, 2026
Eagle Strategies LLC History Added to 79,274 9,030 1.15% 1.12% 121 +5,676 7.71% Q4 2025 Jan 23, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 79,069 9,007 0.33% 0.89% 122 -86,623 -52.28% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Added to 78,975 8,996 0.32% 0.33% 123 +4,209 5.63% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 78,975 8,996 1.33% 1.35% 124 +4,209 5.63% Q4 2025 Jan 27, 2026
Cranbrook Wealth Management, LLC History Reduced 78,869 8,984 1.77% 1.84% 125 -1,834 -2.27% Q4 2025 Jan 28, 2026
CITIGROUP INC History Reduced 77,609 8,841 0.0% 0.0% 126 -1,961 -2.46% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 77,180 8,792 0.0% 0.0% 127 +531 0.69% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Reduced 74,527 8,541 0.01% 0.01% 128 -3,950 -5.03% Q4 2025 Feb 11, 2026
Orion Porfolio Solutions, LLC History Added to 72,881 8,302 0.06% 0.05% 129 +14,536 24.91% Q4 2025 Feb 12, 2026
Wealthquest Corp History Added to 72,595 8,270 0.62% 0.59% 130 +7,765 11.98% Q4 2025 Feb 09, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 71,324 8,125 2.54% 2.55% 131 +3,781 5.6% Q4 2025 Jan 12, 2026
GLENMEDE TRUST CO NA History New 66,739 7,602 0.04% — 132 +66,739 New Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 66,305 7,553 0.37% 0.17% 133 +41,131 163.39% Q4 2025 Jan 07, 2026
COMMERCE BANK History Added to 65,211 7,428 0.04% 0.04% 134 +413 0.64% Q4 2025 Feb 13, 2026
EQ LLC History Reduced 65,097 7,415 2.14% 2.58% 135 -1,704 -2.55% Q4 2025 Feb 10, 2026
Equitable Holdings, Inc. History Added to 64,915 7,395 0.05% 0.04% 136 +13,639 26.6% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History Added to 64,584 7,357 0.15% 0.12% 137 +12,843 24.82% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 262,188 7,284 0.13% 1.05% 138 -408,585 -60.91% Q4 2025 Jan 07, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 63,803 7,268 0.76% 0.82% 139 +2,402 3.91% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 63,468 7,230 0.0% 0.0% 140 +1,349 2.17% Q4 2025 Feb 17, 2026
Parkside Financial Bank & Trust History Added to 63,282 7,209 0.54% 0.32% 141 +26,870 73.79% Q4 2025 Feb 13, 2026
WASHINGTON TRUST BANK History Added to 63,004 7,177 0.5% 0.09% 142 +52,535 501.81% Q4 2025 Feb 04, 2026
CFS Investment Advisory Services, LLC History Reduced 62,382 7,106 0.52% 0.63% 143 -9,876 -13.67% Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Added to 61,439 6,999 0.43% 0.42% 144 +1,880 3.16% Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Reduced 60,619 6,905 0.8% 0.93% 145 -8,738 -12.6% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 59,454 6,773 0.18% 0.18% 146 +1,832 3.18% Q4 2025 Jan 23, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 59,404 6,767 3.07% 3.43% 148 -3,234 -5.16% Q4 2025 Jan 16, 2026
Jasper Ridge Partners, L.P. History No change 59,403 6,767 0.15% 0.15% 147 0 0.0% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 59,324 6,758 0.11% 0.14% 149 -22,047 -27.09% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 58,205 6,630 0.03% 0.02% 150 +6,280 12.09% Q4 2025 Jan 29, 2026
Callan Family Office, LLC History Added to 57,020 6,495 0.14% 0.15% 151 +15,109 36.05% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 56,435 6,429 0.01% 0.01% 152 +16,120 39.99% Q4 2025 Mar 16, 2026
Nicholas Hoffman & Company, LLC. History Added to 56,363 6,420 0.15% 0.16% 153 +52 0.09% Q4 2025 Feb 02, 2026
NorthRock Partners, LLC History Reduced 56,325 6,416 0.11% 0.17% 154 -26,989 -32.39% Q4 2025 Feb 17, 2026
White Pine Investment CO History Added to 55,777 6,354 1.5% 1.51% 155 +39 0.07% Q4 2025 Jan 28, 2026
Stratos Wealth Partners, LTD. History Added to 55,425 6,314 0.07% 0.06% 156 +10,089 22.25% Q4 2025 Jan 20, 2026
Simplicity Wealth,LLC History Added to 54,444 6,202 0.37% 0.32% 157 +5,896 12.14% Q4 2025 Jan 30, 2026
Focus Financial Network, Inc. History Reduced 54,067 6,159 0.21% 0.23% 158 -1,526 -2.74% Q4 2025 Jan 12, 2026
Align Financial, LLC History New 6,152 6,152 0.0% — 159 +6,152 New Q4 2025 Feb 17, 2026
Strategic Blueprint, LLC History Reduced 53,540 6,099 0.36% 0.39% 160 -24,095 -31.04% Q4 2025 Jan 30, 2026
Johnson Financial Group, Inc. History Reduced 53,062 6,044 0.23% 0.25% 161 -4,868 -8.4% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Added to 52,647 6,025 0.23% 0.28% 162 +13,043 32.93% Q4 2025 Feb 13, 2026
One Wealth Advisors, LLC History Added to 52,629 5,995 0.73% 0.6% 163 +10,847 25.96% Q4 2025 Feb 02, 2026
J.W. COLE ADVISORS, INC. History Added to 56,479 5,920 0.14% 0.11% 164 +5,107 9.94% Q4 2025 Feb 11, 2026
West Wealth Group, LLC History Added to 51,709 5,890 1.22% 1.25% 165 +3,580 7.44% Q4 2025 Jan 26, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 51,513 5,868 0.39% 0.39% 166 +2,145 4.34% Q4 2025 Jan 23, 2026
PERSONAL CFO SOLUTIONS, LLC History New 51,249 5,838 0.93% — 167 +51,249 New Q4 2025 Jan 22, 2026
Revolve Wealth Partners, LLC History Reduced 51,102 5,821 0.68% 0.71% 168 -520 -1.01% Q4 2025 Jan 20, 2026
Austin Private Wealth, LLC History Reduced 50,154 5,713 0.42% 0.74% 169 -35,047 -41.13% Q4 2025 Jan 20, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 50,024 5,698 0.37% 0.4% 170 -2,395 -4.57% Q4 2025 Jan 20, 2026
Kathmere Capital Management, LLC History Reduced 49,761 5,668 0.38% 0.41% 171 -627 -1.24% Q4 2025 Jan 13, 2026
BEAM WEALTH ADVISORS, INC. History Added to 49,074 5,590 1.53% 1.43% 172 +2,878 6.23% Q4 2025 Feb 04, 2026
IHT Wealth Management, LLC History Reduced 48,079 5,477 0.13% 0.18% 173 -14,414 -23.06% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 47,880 5,454 0.06% 0.01% 174 +43,814 1077.57% Q4 2025 Feb 03, 2026
Valmark Advisers, Inc. History Added to 45,738 5,210 0.06% 0.07% 175 +877 1.95% Q4 2025 Jan 26, 2026
BOK Financial Private Wealth, Inc. History Reduced 44,882 5,112 0.31% 0.33% 176 -1,200 -2.6% Q4 2025 Feb 06, 2026
CENTRAL TRUST Co History Reduced 44,172 5,032 0.1% 0.11% 177 -2,270 -4.89% Q4 2025 Feb 02, 2026
SOA Wealth Advisors, LLC. History Added to 44,105 5,024 0.85% 0.85% 178 +502 1.15% Q4 2025 Jan 20, 2026
Private Advisor Group, LLC History Reduced 43,612 4,968 0.02% 0.03% 179 -8,055 -15.59% Q4 2025 Feb 17, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 43,296 4,932 0.03% — 180 +43,296 New Q4 2025 Feb 17, 2026
Meramec Financial Planners, LLC History New 41,028 4,902 1.91% — 181 +41,028 New Q4 2025 Feb 10, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 42,809 4,876 0.39% 0.41% 182 -1,572 -3.54% Q4 2025 Feb 06, 2026
Ascent Group, LLC History Reduced 42,743 4,869 0.17% 0.18% 183 -1,571 -3.55% Q4 2025 Jan 20, 2026
Addison Capital Co History Added to 42,731 4,867 1.22% 0.9% 184 +15,951 59.56% Q4 2025 Feb 02, 2026
Dorsey & Whitney Trust CO LLC History No change 42,199 4,807 0.25% 0.25% 185 0 0.0% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Reduced 42,004 4,785 0.03% 0.04% 186 -889 -2.07% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History New 41,791 4,760 0.0% — 187 +41,791 New Q4 2025 Feb 13, 2026
Mosley Wealth Management History New 40,611 4,733 2.17% — 188 +40,611 New Q4 2025 Feb 12, 2026
Breakwater Capital Group History Reduced 41,115 4,683 0.65% 0.77% 189 -4,709 -10.28% Q4 2025 Jan 09, 2026
First Pacific Financial History Added to 40,829 4,651 0.61% 0.62% 190 +1,920 4.93% Q4 2025 Jan 16, 2026
SOL Capital Management CO History Added to 40,770 4,645 0.42% 0.4% 191 +1,610 4.11% Q4 2025 Jan 30, 2026
Sterling Financial Planning, Inc. History Added to 40,778 4,645 1.4% 1.46% 192 +67 0.16% Q4 2025 Jan 27, 2026
CONSILIO WEALTH ADVISORS, LLC History New 40,623 4,627 1.35% — 193 +40,623 New Q4 2025 Mar 19, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 40,615 4,625 0.6% 0.62% 194 +1,857 4.79% Q4 2025 Feb 04, 2026
DIVERSIFIED MANAGEMENT INC History New 40,349 4,596 1.07% — 195 +40,349 New Q4 2025 Jan 26, 2026
FIDUCIARY TRUST CO History Reduced 39,778 4,531 0.05% 0.05% 196 -447 -1.11% Q4 2025 Feb 13, 2026
Harbor Group, Inc. History Added to 39,490 4,498 0.67% 0.71% 197 +441 1.13% Q4 2025 Jan 12, 2026
McAdam, LLC History Added to 39,130 4,457 0.2% 0.21% 198 +944 2.47% Q4 2025 Feb 13, 2026
Berger Financial Group, Inc History Added to 38,670 4,405 0.25% 0.25% 199 +2,273 6.25% Q4 2025 Jan 27, 2026
Hofer & Associates. Inc History Added to 38,503 4,386 2.32% 2.42% 200 +1,398 3.77% Q4 2025 Jan 15, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 37,764 4,302 2.63% 2.59% 201 +1,893 5.28% Q4 2025 Jan 15, 2026
Sharkey, Howes & Javer History Reduced 37,723 4,297 0.55% 0.62% 202 -4,445 -10.54% Q4 2025 Jan 13, 2026
Yukon Wealth Management, Inc. History Reduced 36,230 4,275 2.46% 1.44% 203 -2,455 -6.35% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Reduced 37,274 4,246 0.02% 0.03% 204 -5,641 -13.14% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Added to 36,418 4,148 0.1% 0.1% 205 +3,004 8.99% Q4 2025 Jan 28, 2026
KICKSTAND VENTURES, LLC. History Reduced 36,189 4,122 0.87% 0.92% 206 -464 -1.27% Q4 2025 Jan 29, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 36,146 4,117 0.11% 0.12% 207 -2,584 -6.67% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 35,710 4,068 0.3% 0.29% 208 +2,097 6.24% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Reduced 35,477 4,041 0.14% 0.17% 209 -5,450 -13.32% Q4 2025 Jan 13, 2026
Sagace Wealth Management LLC History Reduced 35,272 4,018 2.73% 2.78% 210 -630 -1.75% Q4 2025 Feb 02, 2026
Omega Financial Group, LLC History Added to 35,126 4,001 1.32% 1.32% 211 +113 0.32% Q4 2025 Jan 28, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 35,008 3,988 0.19% 0.27% 212 -4,798 -12.05% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Added to 34,888 3,974 0.1% 0.1% 213 +89 0.26% Q4 2025 Feb 13, 2026
MMA ASSET MANAGEMENT LLC History Reduced 34,772 3,961 1.41% 1.34% 214 -424 -1.2% Q4 2025 Feb 03, 2026
McKinley Carter Wealth Services, Inc. History Reduced 34,207 3,896 0.22% 0.23% 215 -3,924 -10.29% Q4 2025 Feb 06, 2026
B. Riley Wealth Advisors, Inc. History Reduced 33,421 3,807 0.18% 0.21% 216 -7,359 -18.05% Q4 2025 Feb 17, 2026
Net Worth Advisory Group History Added to 33,287 3,792 0.77% 0.19% 217 +27,499 475.1% Q4 2025 Jan 14, 2026
Maia Wealth LLC History Reduced 30,769 3,731 0.64% 0.78% 218 -9,482 -23.56% Q4 2025 Feb 17, 2026
Hoxton Planning & Management, LLC History Reduced 32,292 3,678 1.1% 1.27% 219 -2,411 -6.95% Q4 2025 Feb 11, 2026
BankPlus Wealth Management LLC History Added to 32,287 3,678 2.03% 2.08% 220 +1,337 4.32% Q4 2025 Feb 04, 2026
Mutual Advisors, LLC History Reduced 32,198 3,667 0.08% 0.1% 221 -5,605 -14.83% Q4 2025 Feb 02, 2026
ShoreHaven Wealth Partners, LLC History Added to 31,312 3,567 1.28% 1.31% 222 +136 0.44% Q4 2025 Feb 10, 2026
Wealthspire Retirement, LLC History Reduced 31,296 3,565 0.22% 0.24% 223 -1,108 -3.42% Q4 2025 Feb 18, 2026
Angeles Investment Advisors, LLC History Added to 30,610 3,487 0.23% 0.13% 224 +13,200 75.82% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 30,152 3,434 0.04% 0.06% 225 -13,539 -30.99% Q4 2025 Feb 05, 2026
Midwest Capital Advisors, LLC History Added to 29,977 3,414 1.64% 0.15% 226 +27,321 1028.65% Q4 2025 Jan 29, 2026
Forthright Family Wealth Advisory LLC History Reduced 29,846 3,400 2.14% 2.13% 227 -616 -2.02% Q4 2025 Feb 23, 2026
Cypress Wealth Services, LLC History Reduced 29,831 3,398 0.47% 0.71% 228 -8,162 -21.48% Q4 2025 Jan 14, 2026
Empire Life Investments Inc. History Reduced 29,800 3,394 0.19% 0.28% 229 -12,500 -29.55% Q4 2025 Feb 04, 2026
Quantinno Capital Management LP History Added to 29,690 3,382 0.01% 0.01% 230 +4,624 18.45% Q4 2025 Feb 17, 2026
Patten Group, Inc. History Reduced 29,078 3,312 0.61% 0.68% 231 -1,533 -5.01% Q4 2025 Jan 23, 2026
FIRST FOUNDATION ADVISORS History Added to 29,018 3,305 0.12% 0.11% 232 +2,977 11.43% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Reduced 28,786 3,279 0.07% 0.08% 233 -318 -1.09% Q4 2025 Feb 03, 2026
Savant Capital, LLC History Reduced 28,778 3,278 0.02% 0.02% 234 -1,313 -4.36% Q4 2025 Feb 10, 2026
STOCK YARDS BANK & TRUST CO History Added to 28,493 3,245 0.1% 0.07% 235 +9,747 52.0% Q4 2025 Jan 21, 2026
Perigon Wealth Management, LLC History Reduced 28,271 3,220 0.06% 0.12% 236 -22,457 -44.27% Q4 2025 Jan 16, 2026
Disciplined Investments, LLC History Added to 27,928 3,181 1.22% 1.26% 237 +87 0.31% Q4 2025 Feb 05, 2026
JNBA Financial Advisors History Reduced 27,856 3,173 0.28% 0.29% 238 -548 -1.93% Q4 2025 Jan 26, 2026
Apollon Wealth Management, LLC History Reduced 27,701 3,155 0.05% 0.09% 239 -15,534 -35.93% Q4 2025 Jan 22, 2026
Vise Technologies, Inc. History Added to 27,482 3,130 0.06% 0.07% 240 +10,422 61.09% Q4 2025 Feb 11, 2026
FLOW TRADERS U.S. LLC History Reduced 27,338 3,114 0.1% 3.4% 241 -709,477 -96.29% Q4 2025 Feb 13, 2026
M1 Capital Management LLC History Reduced 27,273 3,106 1.3% 1.47% 242 -2,580 -8.64% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 27,091 3,086 0.07% 0.1% 244 -6,492 -19.33% Q4 2025 Feb 06, 2026
FIRST AMERICAN TRUST, FSB History Added to 27,097 3,086 0.21% 0.21% 243 +1,374 5.34% Q4 2025 Feb 11, 2026
HUNTINGTON NATIONAL BANK History Reduced 27,066 3,083 0.02% 0.02% 245 -253 -0.93% Q4 2025 Feb 09, 2026
Keystone Financial Services History Reduced 26,988 3,074 0.93% 2.82% 246 -52,889 -66.21% Q4 2025 Feb 12, 2026
Wealthspire Advisors, LLC History Added to 26,879 3,062 0.02% 0.02% 247 +1,081 4.19% Q4 2025 Feb 13, 2026
NAVELLIER & ASSOCIATES INC History No change 26,633 3,034 0.34% 0.31% 248 0 0.0% Q4 2025 Feb 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 26,603 3,030 0.82% 0.02% 249 +26,178 6159.53% Q4 2025 Feb 09, 2026
TSA Wealth Managment LLC History Reduced 26,569 3,026 1.0% 1.1% 250 -1,928 -6.77% Q4 2025 Jan 22, 2026
Timmons Wealth Management, LLC History New 26,332 2,999 2.95% — 251 +26,332 New Q4 2025 Feb 12, 2026
Affiance Financial, LLC History Reduced 26,274 2,993 0.48% 0.55% 252 -45 -0.17% Q4 2025 Jan 21, 2026
Concorde Asset Management, LLC History Reduced 25,970 2,958 1.18% 1.27% 253 -358 -1.36% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 25,935 2,954 0.05% 0.05% 254 +4,462 20.78% Q4 2025 Mar 12, 2026
Quotient Wealth Partners, LLC History Reduced 24,917 2,838 0.08% 0.09% 255 -3,220 -11.44% Q4 2025 Jan 22, 2026
EVOKE WEALTH, LLC History Added to 24,873 2,833 0.05% 0.05% 256 +4,145 20.0% Q4 2025 Feb 06, 2026
GTS SECURITIES LLC History Added to 24,554 2,797 0.1% 0.01% 257 +22,151 921.81% Q4 2025 Feb 13, 2026
Ifrah Financial Services, Inc. History Reduced 24,465 2,787 0.72% 0.73% 258 -162 -0.66% Q4 2025 Jan 22, 2026
W ADVISORS, LLC History Reduced 24,199 2,756 1.39% 1.52% 259 -1,201 -4.73% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Reduced 22,877 2,720 0.23% 0.26% 260 -2,818 -10.97% Q4 2025 Jan 20, 2026
Van Hulzen Asset Management, LLC History Reduced 23,785 2,709 0.2% 0.62% 261 -50,038 -67.78% Q4 2025 Feb 06, 2026
Carnegie Investment Counsel History Added to 23,726 2,702 0.05% 0.05% 262 +788 3.44% Q4 2025 Jan 23, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 23,606 2,689 1.34% 1.56% 263 -3,814 -13.91% Q4 2025 Jan 30, 2026
Financial Engines Advisors L.L.C. History Reduced 23,488 2,675 0.01% 0.01% 264 -110 -0.47% Q4 2025 Feb 12, 2026
LiftPoint Family Wealth Advisors LLC History New 23,412 2,667 2.28% — 265 +23,412 New Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 23,400 2,665 0.0% 0.0% 266 +15,200 185.37% Q4 2025 Feb 12, 2026
HSBC HOLDINGS PLC History New 23,338 2,658 0.0% — 267 +23,338 New Q4 2025 Mar 20, 2026
VestGen Advisors, LLC History Added to 23,328 2,657 0.11% 0.09% 268 +382 1.66% Q4 2025 Feb 17, 2026
Foundation Wealth Management, LLC History Reduced 23,116 2,635 1.73% 1.76% 269 -1,065 -4.4% Q4 2025 Jan 27, 2026
WATERSHED PRIVATE WEALTH LLC History Added to 23,092 2,630 0.79% 0.8% 270 +974 4.4% Q4 2025 Jan 23, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 22,721 2,588 0.18% 0.25% 271 -9,559 -29.61% Q4 2025 Jan 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 22,688 2,584 0.3% 0.38% 272 -4,914 -17.8% Q4 2025 Feb 03, 2026
Integrity Advisory Solutions, LLC History Reduced 22,514 2,564 0.37% 0.48% 273 -3,789 -14.41% Q4 2025 Feb 09, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 22,450 2,557 0.28% 0.29% 274 +121 0.54% Q4 2025 Feb 18, 2026
Barden Capital Management, Inc. History Added to 22,432 2,555 2.1% 2.03% 275 +965 4.5% Q4 2025 Jan 06, 2026
Shum Financial Group, Inc. History Added to 22,426 2,554 1.84% 1.61% 276 +3,420 17.99% Q4 2025 Jan 15, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 22,395 2,551 0.05% 0.06% 277 +584 2.68% Q4 2025 Feb 05, 2026
Focus Partners Advisor Solutions, LLC History Added to 22,268 2,536 0.03% 0.01% 278 +14,685 193.66% Q4 2025 Feb 11, 2026
InvesTrust History Added to 21,745 2,477 0.96% 0.77% 279 +3,263 17.66% Q4 2025 Jan 14, 2026
Key Capital Management, INC History New 21,382 2,435 2.41% — 280 +21,382 New Q4 2025 Jan 26, 2026
VANCE WEALTH, LLC History Reduced 21,177 2,412 0.72% 0.75% 281 -225 -1.05% Q4 2025 Feb 17, 2026
Cornerstone Financial Management LLC History New 21,046 2,397 2.25% — 282 +21,046 New Q4 2025 Feb 13, 2026
Avestar Capital, LLC History Reduced 21,025 2,395 0.16% 0.16% 283 -636 -2.94% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 20,911 2,382 0.0% 0.0% 284 +2,605 14.23% Q4 2025 Feb 17, 2026
Clear Creek Financial Management, LLC History Reduced 20,870 2,377 0.19% 0.22% 285 -1,396 -6.27% Q4 2025 Jan 23, 2026
Jacksonville Wealth Management, LLC History Added to 20,761 2,365 1.67% 1.68% 286 +710 3.54% Q4 2025 Feb 04, 2026
Verdence Capital Advisors LLC History Added to 20,618 2,348 0.14% 0.08% 287 +9,453 84.67% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Added to 20,511 2,336 0.01% 0.01% 288 +133 0.65% Q4 2025 Jan 29, 2026
Snowden Capital Advisors LLC History Reduced 20,432 2,327 0.06% 0.06% 289 -198 -0.96% Q4 2025 Feb 17, 2026
Tanglewood Wealth Management, Inc. History Reduced 20,372 2,320 0.21% 0.22% 290 -270 -1.31% Q4 2025 Jan 29, 2026
Stonebrook Private Inc. History Reduced 20,144 2,294 0.48% 0.91% 291 -16,771 -45.43% Q4 2025 Feb 11, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 20,098 2,289 0.36% 0.37% 292 -513 -2.49% Q4 2025 Jan 23, 2026
ONE Advisory Partners, LLC History Reduced 19,983 2,276 0.69% 0.77% 293 -1,923 -8.78% Q4 2025 Jan 12, 2026
Summit Financial, LLC History Reduced 19,549 2,227 0.03% 0.03% 294 -166 -0.84% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Added to 19,390 2,208 0.07% 0.06% 295 +2,337 13.7% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Reduced 19,256 2,193 0.06% 0.1% 297 -7,008 -26.68% Q4 2025 Feb 19, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 19,253 2,193 0.1% 0.08% 296 +2,839 17.3% Q4 2025 Jan 21, 2026
Cannon Financial Strategists, Inc. History Added to 19,114 2,177 0.3% 0.31% 298 +86 0.45% Q4 2025 Feb 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 19,002 2,165 0.04% 0.04% 299 +1,045 5.82% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 18,833 2,145 0.03% 0.03% 300 +260 1.4% Q4 2025 Feb 02, 2026
Embree Financial Group History Reduced 18,334 2,088 0.26% 0.31% 301 -1,653 -8.27% Q4 2025 Jan 14, 2026
Penobscot Investment Management Company, Inc. History Added to 18,252 2,079 0.16% 0.16% 302 +97 0.53% Q4 2025 Jan 27, 2026
MKD WEALTH COACHES, LLC History Reduced 18,176 2,070 2.07% 2.06% 303 -1 -0.01% Q4 2025 Jan 12, 2026
Lansing Street Advisors History Reduced 17,976 2,047 0.52% 1.0% 304 -15,058 -45.58% Q4 2025 Jan 26, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 17,947 2,045 0.57% 0.47% 305 +3,439 23.7% Q4 2025 Feb 02, 2026
Global Retirement Partners, LLC History Reduced 17,909 2,040 0.04% 0.05% 306 -631 -3.4% Q4 2025 Feb 06, 2026
Visionary Wealth Advisors History Reduced 17,743 2,021 0.09% 0.11% 307 -2,596 -12.76% Q4 2025 Feb 13, 2026
Trust Point Inc. History Reduced 17,549 1,999 0.16% 0.16% 308 -230 -1.29% Q4 2025 Jan 13, 2026
ARK & TLK INVESTMENTS, LLC History No change 17,490 1,992 0.55% 0.63% 309 0 0.0% Q4 2025 Feb 10, 2026
Keel Point, LLC History Added to 17,367 1,978 0.12% 0.12% 310 +81 0.47% Q4 2025 Feb 12, 2026
Quadrature Capital Ltd History New 17,322 1,973 0.02% — 311 +17,322 New Q4 2025 Feb 17, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 17,204 1,959 0.45% 0.42% 312 -54 -0.31% Q4 2025 Jan 29, 2026
Axis Wealth Partners, LLC History Added to 17,156 1,954 1.08% 1.11% 313 +509 3.06% Q4 2025 Jan 30, 2026
Kilter Group LLC History Reduced 17,102 1,948 0.86% 1.18% 314 -4,904 -22.28% Q4 2025 Feb 13, 2026
WealthPlan Investment Management, LLC History Reduced 16,846 1,919 0.12% 0.14% 315 -1,458 -7.97% Q4 2025 Feb 05, 2026
Allegheny Financial Group History Added to 16,845 1,918 0.28% 0.35% 316 +437 2.66% Q4 2025 Feb 02, 2026
Apeiron RIA LLC History Reduced 15,974 1,910 0.39% 0.84% 317 -16,567 -50.91% Q4 2025 Feb 03, 2026
5T Wealth, LLC History Reduced 16,694 1,901 0.76% 0.91% 318 -1,576 -8.63% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Reduced 16,619 1,893 0.0% 0.0% 320 -6,801 -29.04% Q4 2025 Feb 12, 2026
Keystone Wealth Services, LLC History Reduced 16,619 1,893 0.4% 0.43% 319 -515 -3.01% Q4 2025 Jan 26, 2026
Claro Advisors Inc. History Reduced 16,480 1,877 0.26% 0.42% 321 -8,941 -35.17% Q4 2025 Feb 17, 2026
JB Capital LLC History Reduced 16,455 1,874 0.08% 0.55% 323 -95,638 -85.32% Q4 2025 Jan 20, 2026
ASSETMARK, INC History Added to 16,452 1,874 0.0% 0.0% 322 +742 4.72% Q4 2025 Jan 23, 2026
Spire Wealth Management History Added to 16,390 1,867 0.06% 0.06% 324 +729 4.65% Q4 2025 Jan 14, 2026
CENTAURUS FINANCIAL, INC. History Added to 16,370 1,865 0.09% 0.09% 325 +11 0.07% Q4 2025 Feb 13, 2026
Clayton Financial Group LLC History Added to 16,306 1,857 0.95% 0.89% 326 +5,575 51.95% Q4 2025 Jan 21, 2026
RFG Advisory, LLC History Reduced 16,055 1,828 0.03% 0.05% 328 -4,301 -21.13% Q4 2025 Feb 03, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 15,974 1,828 0.12% 0.14% 327 +40 0.25% Q4 2025 Jan 15, 2026
Paladin Advisory Group, LLC History Added to 16,034 1,826 1.33% 1.41% 329 +185 1.17% Q4 2025 Jan 21, 2026
PRINCIPAL SECURITIES, INC. History Reduced 15,757 1,795 0.03% 0.03% 330 -974 -5.82% Q4 2025 Feb 12, 2026
AMG National Trust Bank History Added to 15,734 1,792 0.04% 0.04% 331 +1,964 14.26% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 15,735 1,792 0.07% 0.07% 332 -347 -2.16% Q4 2025 Jan 21, 2026
EASTERN BANK History Reduced 15,719 1,790 0.03% 0.04% 333 -2,063 -11.6% Q4 2025 Jan 14, 2026
Stone Summit Wealth LLC History Added to 15,609 1,778 0.48% 0.48% 334 +684 4.58% Q4 2025 Jan 27, 2026
Strata Wealth Advisors, LLC History Added to 15,478 1,763 0.49% 0.47% 335 +3 0.02% Q4 2025 Feb 12, 2026
Private Wealth Asset Management, LLC History Added to 15,386 1,752 0.19% 0.21% 336 +115 0.75% Q4 2025 Feb 10, 2026
Trek Financial, LLC History Reduced 15,346 1,748 0.1% 0.15% 337 -6,447 -29.58% Q4 2025 Feb 04, 2026
Stone House Investment Management, LLC History Reduced 15,337 1,747 0.27% 0.58% 338 -14,752 -49.03% Q4 2025 Jan 21, 2026
Midwest Trust Co History Added to 15,305 1,743 0.02% 0.02% 339 +115 0.76% Q4 2025 Feb 04, 2026
Fifth Third Wealth Advisors LLC History Added to 15,239 1,736 0.06% 0.05% 340 +2,877 23.27% Q4 2025 Jan 15, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 15,059 1,715 0.11% 0.11% 341 0 0.0% Q4 2025 Feb 17, 2026
Ironwood Investment Counsel, LLC History Added to 14,855 1,692 0.24% 0.24% 342 +226 1.54% Q4 2025 Feb 06, 2026
Horst & Graben Wealth Management LLC History Reduced 14,842 1,690 0.25% 0.41% 343 -8,967 -37.66% Q4 2025 Jan 27, 2026
KM Capital Management Ltd. History Reduced 14,591 1,662 0.85% 0.88% 344 -2,048 -12.31% Q4 2025 Feb 17, 2026
LVW Advisors, LLC History Added to 14,464 1,647 0.17% 0.11% 345 +4,993 52.72% Q4 2025 Jan 14, 2026
Stratos Wealth Advisors, LLC History Reduced 14,281 1,626 0.08% 0.08% 346 -915 -6.02% Q4 2025 Jan 20, 2026
Physician Wealth Advisors, Inc. History Reduced 14,175 1,614 0.22% 0.38% 347 -9,225 -39.42% Q4 2025 Jan 29, 2026
FIRST HORIZON CORP History Added to 14,143 1,611 0.07% 0.08% 348 +19 0.13% Q4 2025 Jan 27, 2026
FWG Investments, LLC. History Reduced 14,083 1,604 1.02% 1.1% 349 -10 -0.07% Q4 2025 Jan 28, 2026
BROWN ADVISORY INC History Reduced 14,027 1,597 0.0% 0.0% 350 -401 -2.78% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 13,950 1,589 0.01% 0.04% 351 -31,252 -69.14% Q4 2025 Feb 17, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 13,829 1,575 0.64% 0.68% 352 -495 -3.46% Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Reduced 13,781 1,569 0.01% 0.01% 353 -199 -1.42% Q4 2025 Feb 03, 2026
MATHER GROUP, LLC. History Added to 13,714 1,562 0.02% 0.02% 354 +10 0.07% Q4 2025 Jan 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 13,705 1,561 0.26% — 355 +13,705 New Q4 2025 Feb 18, 2026
Dynamic Financial Group History Added to 13,709 1,561 1.33% 1.32% 356 +325 2.43% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Added to 13,636 1,553 0.03% 0.03% 358 +1,119 8.94% Q4 2025 Feb 13, 2026
Pachira Investments Inc. History Added to 13,635 1,553 0.76% 0.86% 357 +212 1.58% Q4 2025 Feb 02, 2026
Gen-Wealth Partners Inc History Reduced 13,559 1,544 0.49% 0.64% 359 -2,985 -18.04% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Reduced 13,525 1,540 0.03% 0.04% 360 -959 -6.62% Q4 2025 Feb 04, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 12,935 1,538 0.07% — 361 +12,935 New Q4 2025 Feb 03, 2026
High Falls Advisors, Inc History Reduced 13,483 1,535 0.31% 0.69% 362 -15,968 -54.22% Q4 2025 Feb 18, 2026
ALLIANCEBERNSTEIN L.P. History New 13,442 1,531 0.0% — 363 +13,442 New Q4 2025 Feb 17, 2026
VALLEY NATIONAL ADVISERS INC History Added to 13,175 1,500 0.21% 0.2% 364 +1,805 15.88% Q4 2025 Jan 23, 2026
Wescott Financial Advisory Group, LLC History Added to 13,079 1,489 0.13% 0.11% 365 +1,931 17.32% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 13,041 1,485 0.02% 0.02% 366 0 0.0% Q4 2025 Jan 30, 2026
Rehmann Capital Advisory Group History Added to 12,877 1,467 0.08% 0.05% 367 +4,545 54.55% Q4 2025 Mar 04, 2026
APS Management Group, Inc. History Added to 12,597 1,435 1.23% 1.17% 368 +963 8.28% Q4 2025 Jan 28, 2026
Hardy Reed LLC History Reduced 12,520 1,426 0.1% 0.11% 369 -920 -6.85% Q4 2025 Feb 06, 2026
Duncan Williams Asset Management, LLC History Reduced 11,971 1,412 0.35% 0.39% 370 -280 -2.29% Q4 2025 Feb 05, 2026
Mechanics Bank Trust Department History Added to 12,374 1,409 0.18% 0.18% 371 +1,035 9.13% Q4 2025 Jan 14, 2026
Triad Wealth Partners, LLC History Added to 12,310 1,402 0.13% 0.18% 373 +347 2.9% Q4 2025 Jan 22, 2026
Venturi Wealth Management, LLC History Added to 12,310 1,402 0.06% 0.06% 372 +121 0.99% Q4 2025 Jan 22, 2026
Facet Wealth, Inc. History Reduced 11,439 1,376 0.02% 0.03% 375 -1,441 -11.19% Q4 2025 Jan 29, 2026
Quadrant Private Wealth Management, LLC History Reduced 12,085 1,376 0.23% 0.28% 374 -1,414 -10.47% Q4 2025 Jan 26, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 12,054 1,373 0.09% 0.13% 376 -3,993 -24.88% Q4 2025 Feb 11, 2026
SAX WEALTH ADVISORS, LLC History Reduced 11,748 1,338 0.06% 0.07% 377 -217 -1.81% Q4 2025 Jan 12, 2026
Brookstone Capital Management History Reduced 11,654 1,327 0.02% 0.03% 378 -7,839 -40.21% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History Added to 11,489 1,308 0.06% 0.03% 379 +8,675 308.28% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 11,461 1,305 0.02% 0.02% 380 +287 2.57% Q4 2025 Feb 09, 2026
Wingate Wealth Advisors, Inc. History Added to 11,333 1,291 0.72% 0.84% 381 +733 6.92% Q4 2025 Jan 28, 2026
Advisory Services Network, LLC History Reduced 11,272 1,284 0.02% 0.03% 382 -9,129 -44.75% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Added to 11,236 1,279 0.11% 0.1% 384 +62 0.55% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 11,229 1,279 0.02% 0.02% 383 -26 -0.23% Q4 2025 Feb 10, 2026
SGL Investment Advisors, Inc. History Added to 10,946 1,274 0.51% 0.45% 385 +1,578 16.84% Q4 2025 Feb 06, 2026
Watchman Group, Inc. History Reduced 11,105 1,265 0.3% 0.32% 386 -665 -5.65% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History Added to 11,098 1,264 0.01% 0.02% 387 +1,222 12.37% Q4 2025 Jan 29, 2026
Bison Wealth, LLC History New 11,638 1,263 0.14% — 388 +11,638 New Q4 2025 Mar 24, 2026
Arcadia Wealth Management, LLC History Reduced 11,080 1,262 0.47% 0.5% 389 -41 -0.37% Q4 2025 Feb 03, 2026
WEDBUSH SECURITIES INC History Added to 11,070 1,261 0.04% 0.04% 390 +1,173 11.85% Q4 2025 Feb 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 11,054 1,259 1.04% 0.76% 392 +4,572 70.53% Q4 2025 Feb 10, 2026
PINNACLE ASSOCIATES LTD History No change 11,053 1,259 0.02% 0.02% 391 0 0.0% Q4 2025 Feb 05, 2026
BTC Capital Management, Inc. History No change 11,025 1,255 0.09% 0.09% 393 0 0.0% Q4 2025 Jan 15, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 11,014 1,254 0.21% 0.21% 394 +510 4.86% Q4 2025 Feb 10, 2026
LIFE LINE WEALTH MANAGEMENT LLC History Added to 10,942 1,246 0.37% 0.35% 395 +851 8.43% Q4 2025 Feb 04, 2026
Odyssey Capital Advisors, Inc. History New 10,917 1,243 1.1% — 396 +10,917 New Q4 2025 Feb 05, 2026
Emergent Wealth Advisors, LLC History Reduced 10,859 1,237 0.7% 0.94% 397 -3,317 -23.4% Q4 2025 Jan 14, 2026
KPP Advisory Services LLC History Reduced 10,758 1,225 0.18% 0.19% 398 -688 -6.01% Q4 2025 Feb 02, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 10,737 1,223 0.43% 0.2% 399 +9,850 1110.48% Q4 2025 Jan 20, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 10,742 1,223 0.13% 0.14% 400 -73 -0.67% Q4 2025 Jan 28, 2026
Mayflower Financial Advisors, LLC History Reduced 10,729 1,222 0.15% 0.18% 402 -1,961 -15.45% Q4 2025 Jan 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 10,730 1,222 0.0% 0.0% 401 -1,137 -9.58% Q4 2025 Jan 30, 2026
Arax Advisory Partners History New 10,614 1,209 0.04% — 403 +10,614 New Q4 2025 Feb 13, 2026
WealthShield Partners, LLC History Reduced 10,547 1,201 0.13% 0.28% 404 -11,500 -52.16% Q4 2025 Feb 03, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 10,449 1,191 0.0% 0.0% 405 0 0.0% Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Added to 10,423 1,187 0.03% 0.03% 406 +324 3.21% Q4 2025 Feb 12, 2026
Shared Vision Wealth Group LLC History Reduced 9,874 1,186 0.48% 0.63% 407 -2,985 -23.21% Q4 2025 Feb 11, 2026
SageView Advisory Group, LLC History Added to 10,398 1,184 0.04% 0.04% 408 +36 0.35% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 10,269 1,169 0.01% 0.01% 409 +78 0.77% Q4 2025 Feb 02, 2026
Balance Wealth, LLC History Reduced 10,232 1,165 0.37% 0.3% 410 -398 -3.74% Q4 2025 Jan 21, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 10,112 1,151 0.03% 0.02% 411 +1,000 10.97% Q4 2025 Jan 27, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 10,072 1,147 0.49% 0.64% 412 -2,464 -19.66% Q4 2025 Feb 18, 2026
IEQ CAPITAL, LLC History Added to 10,056 1,145 0.0% 0.0% 413 +148 1.49% Q4 2025 Feb 13, 2026
Mainstream Capital Management LLC History Reduced 9,885 1,126 0.74% 0.83% 414 -1,067 -9.74% Q4 2025 Jan 21, 2026
Canvas Wealth Advisors, LLC History Added to 9,847 1,121 0.19% 0.2% 415 +262 2.73% Q4 2025 Jan 12, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 9,837 1,120 0.18% 0.2% 416 -745 -7.04% Q4 2025 Feb 04, 2026
Advocacy Wealth Management, LLC History Reduced 9,807 1,117 0.05% 0.05% 417 -1,223 -11.09% Q4 2025 Feb 11, 2026
Wealthfront Advisers LLC History Added to 9,713 1,106 0.0% 0.0% 418 +569 6.22% Q4 2025 Jan 30, 2026
Meridian Wealth Management, LLC History Reduced 9,688 1,103 0.04% 0.04% 419 -83 -0.85% Q4 2025 Feb 04, 2026
Csenge Advisory Group History Reduced 9,582 1,091 0.05% 0.06% 420 -1,578 -14.14% Q4 2025 Feb 06, 2026
Diversify Advisory Services, LLC History Reduced 9,036 1,077 0.03% 0.08% 421 -11,649 -56.32% Q4 2025 Jan 23, 2026
Latitude Advisors, LLC History Reduced 9,273 1,056 0.46% 0.53% 422 -949 -9.28% Q4 2025 Jan 27, 2026
Sherman Wealth Management LLC History New 9,229 1,051 0.91% — 423 +9,229 New Q4 2025 Jan 15, 2026
Quest 10 Wealth Builders, Inc. History Added to 9,204 1,048 0.94% 0.95% 424 +139 1.53% Q4 2025 Jan 29, 2026
HB Wealth Management, LLC History Added to 9,182 1,046 0.01% 0.01% 425 +2,125 30.11% Q4 2025 Jan 28, 2026
WEALTH ALLIANCE, LLC History Reduced 9,182 1,045 0.1% 0.18% 426 -6,393 -41.05% Q4 2025 Feb 13, 2026
Calydon Capital History Added to 9,162 1,043 0.18% 0.16% 427 +144 1.6% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Reduced 9,112 1,037 0.01% 0.1% 428 -38,184 -80.73% Q4 2025 Feb 06, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 9,103 1,037 0.33% 0.72% 429 -17,220 -65.42% Q4 2025 Feb 02, 2026
Avantax Planning Partners, Inc. History Reduced 9,057 1,031 0.03% 0.03% 430 -19 -0.21% Q4 2025 Feb 05, 2026
Legacy Capital Wealth Partners, LLC History Reduced 9,010 1,026 0.22% 0.22% 431 -33 -0.36% Q4 2025 Jan 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 8,995 1,024 0.01% 0.01% 432 +1,461 19.39% Q4 2025 Feb 11, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 8,992 1,024 0.87% 0.91% 433 +116 1.31% Q4 2025 Jan 26, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 8,958 1,020 0.24% 0.25% 434 -12 -0.13% Q4 2025 Jan 14, 2026
Synergy Investment Management, LLC History Added to 8,946 1,019 0.36% 0.32% 435 +1,657 22.73% Q4 2025 Feb 06, 2026
SAGE FINANCIAL GROUP INC History Reduced 8,936 1,017 0.07% 0.07% 436 -50 -0.56% Q4 2025 Jan 27, 2026
UNIQUE WEALTH, LLC History Reduced 8,919 1,016 0.14% 0.91% 438 -45,296 -83.55% Q4 2025 Jan 06, 2026
Jacobi Capital Management LLC History Reduced 8,919 1,016 0.06% 0.06% 437 -357 -3.85% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Reduced 8,859 1,009 0.03% 0.03% 439 -586 -6.2% Q4 2025 Feb 02, 2026
Asempa Wealth Advisors History New 8,847 1,007 0.87% — 440 +8,847 New Q4 2025 Jan 08, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 8,800 1,002 0.35% 0.36% 441 +109 1.25% Q4 2025 Feb 09, 2026
Diversified Enterprises, LLC History Reduced 8,792 1,001 0.06% 0.07% 442 -923 -9.5% Q4 2025 Jan 28, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 8,712 992 0.37% 0.57% 443 -3,925 -31.06% Q4 2025 Jan 08, 2026
Gotham Asset Management, LLC History Added to 8,556 974 0.0% 0.0% 444 +1,596 22.93% Q4 2025 Feb 17, 2026
Lantz Financial LLC History Reduced 8,492 967 0.2% 0.32% 445 -4,018 -32.12% Q4 2025 Jan 14, 2026
Retirement Wealth Solutions LLC History Reduced 8,492 967 0.61% 0.75% 446 -1,473 -14.78% Q4 2025 Jan 07, 2026
OMNI 360 Wealth, Inc. History Reduced 8,078 960 0.49% 0.82% 447 -4,834 -37.44% Q4 2025 Jan 29, 2026
READYSTATE ASSET MANAGEMENT LP History New 8,385 955 0.04% — 449 +8,385 New Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Reduced 8,389 955 0.0% 0.0% 448 -388 -4.42% Q4 2025 Feb 10, 2026
Brookwood Investment Group LLC History Reduced 8,381 954 0.11% 0.14% 450 -1,296 -13.39% Q4 2025 Jan 22, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 8,372 953 0.2% 0.22% 452 +132 1.6% Q4 2025 Feb 10, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 8,373 953 0.01% 0.01% 451 +7 0.08% Q4 2025 Feb 12, 2026
James J. Burns & Company, LLC History Added to 8,143 927 0.13% 0.14% 453 +2 0.02% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Reduced 8,072 919 0.02% 0.02% 454 -147 -1.79% Q4 2025 Feb 11, 2026
Milestone Investment Advisors LLC History No change 8,029 914 0.22% 0.23% 455 0 0.0% Q4 2025 Feb 11, 2026
Dentgroup LLC History Added to 7,963 907 0.62% 0.54% 456 +605 8.22% Q4 2025 Jan 28, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 7,897 899 0.1% 0.09% 457 +593 8.12% Q4 2025 Jan 29, 2026
Signal Advisors Wealth, LLC History Reduced 7,833 892 0.07% 0.1% 458 -2,212 -22.02% Q4 2025 Jan 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 7,784 886 0.0% 0.0% 459 +6,798 689.45% Q4 2025 Feb 17, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 7,700 877 0.2% 0.23% 460 -555 -6.72% Q4 2025 Jan 06, 2026
PFG Advisors History Reduced 7,694 876 0.04% 0.13% 461 -20,525 -72.73% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Reduced 7,684 875 0.05% 0.1% 463 -5,873 -43.32% Q4 2025 Feb 17, 2026
Palisade Asset Management, LLC History No change 7,684 875 0.09% 0.08% 462 0 0.0% Q4 2025 Feb 13, 2026
Fragasso Financial Advisors Inc History Added to 7,670 873 0.05% 0.06% 464 +14 0.18% Q4 2025 Jan 07, 2026
Prospera Financial Services Inc History Reduced 7,629 869 0.01% 0.02% 465 -1,068 -12.28% Q4 2025 Feb 09, 2026
Targeted Financial Services LLC History New 7,554 860 0.74% — 466 +7,554 New Q4 2025 Mar 03, 2026
Taylor & Morgan Wealth Management, LLC History Added to 7,439 847 0.47% 0.51% 467 +117 1.6% Q4 2025 Jan 16, 2026
GGM Financials LLC History Added to 7,413 844 0.41% 0.39% 468 +546 7.95% Q4 2025 Feb 04, 2026
Copia Wealth Management History Added to 7,409 844 0.6% 0.62% 469 +41 0.56% Q4 2025 Feb 06, 2026
Bryn Mawr Trust Advisors, LLC History Added to 7,380 840 0.04% 0.04% 470 +508 7.39% Q4 2025 Feb 04, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 7,351 837 0.09% 0.1% 471 +151 2.1% Q4 2025 Jan 08, 2026
Klingman & Associates, LLC History New 7,325 834 0.04% — 472 +7,325 New Q4 2025 Jan 29, 2026
BIP Wealth, LLC History Reduced 7,308 832 0.03% 0.04% 473 -48 -0.65% Q4 2025 Jan 21, 2026
EWA, LLC History Added to 7,166 816 0.2% 0.23% 474 +16 0.22% Q4 2025 Feb 03, 2026
Noble Family Wealth, LLC History No change 7,160 815 0.17% 0.18% 475 0 0.0% Q4 2025 Jan 07, 2026
MAI Capital Management History Added to 7,039 801 0.0% 0.0% 476 +2,546 56.67% Q4 2025 Feb 13, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 7,011 798 0.55% 0.59% 477 +47 0.67% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 6,947 791 0.01% 0.02% 478 -6,490 -48.3% Q4 2025 Jan 16, 2026
RCS Financial Planning, LLC History Reduced 6,939 790 0.34% 0.4% 479 -964 -12.2% Q4 2025 Jan 15, 2026
Composition Wealth, LLC History Reduced 6,884 784 0.01% 0.01% 480 -47 -0.68% Q4 2025 Feb 02, 2026
NORTHLAND SECURITIES, INC. History New 6,831 778 0.75% — 481 +6,831 New Q4 2025 Jan 23, 2026
Americana Partners, LLC History Reduced 6,719 765 0.02% 0.02% 482 -39 -0.58% Q4 2025 Feb 06, 2026
Sigma Planning Corp History Reduced 6,696 762 0.02% 0.02% 483 -132 -1.93% Q4 2025 Jan 30, 2026
CAMBIENT FAMILY OFFICE, LLC History New 6,674 760 0.11% — 484 +6,674 New Q4 2025 Feb 20, 2026
ROCKLAND TRUST CO History No change 6,662 758 0.03% 0.03% 485 0 0.0% Q4 2025 Jan 15, 2026
Godfrey Financial Associates, Inc. History New 6,637 756 0.66% — 486 +6,637 New Q4 2025 Feb 10, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 6,625 754 0.35% — 487 +6,625 New Q4 2025 Feb 17, 2026
Advyzon Investment Management, LLC History Added to 6,610 753 0.09% 0.04% 488 +4,451 206.16% Q4 2025 Feb 13, 2026
Centerline Wealth Advisors, LLC History Reduced 6,606 752 0.27% 1.58% 489 -25,177 -79.22% Q4 2025 Jan 08, 2026
STAGE HARBOR FINANCIAL, LLC History Added to 6,542 745 0.5% 0.18% 490 +4,325 195.08% Q4 2025 Feb 17, 2026
LMCG INVESTMENTS, LLC History Added to 6,463 736 0.04% 0.04% 491 +115 1.81% Q4 2025 Feb 03, 2026
IFG Advisory, LLC History Reduced 6,456 735 0.03% 0.03% 492 -235 -3.51% Q4 2025 Feb 10, 2026
Central Pacific Bank - Trust Division History New 6,450 734 0.09% — 493 +6,450 New Q4 2025 Jan 07, 2026
WASHINGTON TRUST Co History No change 6,386 727 0.02% 0.02% 494 0 0.0% Q4 2025 Feb 10, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 6,364 725 0.35% 0.34% 495 +226 3.68% Q4 2025 Jan 21, 2026
BEACON FINANCIAL PLANNING, INC History Added to 6,348 723 0.35% 0.31% 496 +1,115 21.31% Q4 2025 Jan 22, 2026
Golden State Wealth Management, LLC History Reduced 6,294 717 0.08% 0.08% 497 -408 -6.09% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Added to 6,262 713 0.03% 0.03% 498 +54 0.87% Q4 2025 Jan 28, 2026
First Citizens Financial Corp History Added to 6,252 712 0.35% 0.35% 499 +15 0.24% Q4 2025 Jan 06, 2026
Institute for Wealth Management, LLC. History Reduced 6,232 709 0.08% 0.14% 501 -5,257 -45.76% Q4 2025 Jan 27, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 6,224 709 0.01% 0.01% 500 0 0.0% Q4 2025 Feb 10, 2026
SMART Wealth LLC History Added to 6,119 697 0.21% 0.21% 502 +1,206 24.55% Q4 2025 Jan 26, 2026
UNIVEST FINANCIAL Corp History Added to 6,091 693 0.04% 0.04% 503 +43 0.71% Q4 2025 Feb 04, 2026
SilverOak Wealth Management LLC History Added to 6,078 692 0.11% 0.04% 504 +4,244 231.41% Q4 2025 Jan 28, 2026
FLP Wealth Management, LLC History Added to 17,885 689 1.62% 1.66% 505 +12,705 245.27% Q4 2025 Jan 20, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 6,020 685 0.24% 0.31% 506 -872 -12.65% Q4 2025 Jan 08, 2026
BAYBAN History New 5,997 683 0.6% — 508 +5,997 New Q4 2025 Mar 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 6,003 683 0.04% 0.04% 507 0 0.0% Q4 2025 Feb 13, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 5,970 680 0.08% 0.08% 509 +86 1.46% Q4 2025 Feb 12, 2026
Cypress Capital Group History No change 5,962 679 0.08% 0.08% 510 0 0.0% Q4 2025 Feb 11, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 5,945 677 0.19% 0.89% 511 -19,316 -76.47% Q4 2025 Feb 11, 2026
Davis Wealth Advisors, LLC History New 5,916 673 0.56% — 512 +5,916 New Q4 2025 Feb 17, 2026
BlackDiamond Wealth Management, LLC History Reduced 5,532 672 0.33% 0.7% 513 -5,702 -50.76% Q4 2025 Feb 10, 2026
BridgePort Financial Solutions, LLC History Reduced 5,889 670 0.18% 0.25% 514 -2,365 -28.65% Q4 2025 Jan 16, 2026
ASL Financial, LLC History New 5,877 669 0.53% — 515 +5,877 New Q4 2025 Jan 20, 2026
Financial Perspectives, Inc History Added to 5,861 667 0.18% 0.14% 518 +1,554 36.08% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Reduced 5,859 667 0.01% 0.01% 517 -322 -5.21% Q4 2025 Feb 02, 2026
StoneX Group Inc. History Reduced 5,858 667 0.03% 0.03% 516 -233 -3.83% Q4 2025 Feb 12, 2026
Evercore Wealth Management, LLC History No change 5,802 660 0.01% 0.01% 519 0 0.0% Q4 2025 Feb 17, 2026
HAZLETT, BURT & WATSON, INC. History Added to 5,783 659 0.21% 0.17% 520 +1,453 33.56% Q4 2025 Feb 10, 2026
Pallas Capital Advisors LLC History No change 5,771 657 0.02% 0.02% 521 0 0.0% Q4 2025 Jan 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 5,739 653 0.04% 0.05% 522 -407 -6.62% Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History Added to 5,591 636 0.06% 0.05% 523 +1,047 23.04% Q4 2025 Feb 18, 2026
TD Waterhouse Canada Inc. History Added to 5,568 634 0.0% 0.0% 524 +5,412 3469.23% Q4 2025 Jan 27, 2026
EHRLICH FINANCIAL GROUP History Reduced 5,565 633 0.36% 1.05% 525 -9,982 -64.21% Q4 2025 Jan 06, 2026
Wealthcare Advisory Partners LLC History Added to 5,523 629 0.01% 0.01% 526 +97 1.79% Q4 2025 Jan 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 5,520 628 0.02% 0.03% 527 -2,621 -32.2% Q4 2025 Feb 02, 2026
Tassel Capital Management, Inc. History Added to 5,515 628 0.38% 0.26% 528 +1,887 52.01% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 5,521 628 0.01% 0.02% 529 -1,553 -21.95% Q4 2025 Feb 17, 2026
Cornerstone Planning Group LLC History Reduced 5,208 626 0.1% 0.1% 531 -61 -1.16% Q4 2025 Feb 02, 2026
Montecito Bank & Trust History No change 5,499 626 0.1% 0.1% 530 0 0.0% Q4 2025 Jan 09, 2026
Centennial Advisors, LLC History New 5,466 622 0.81% — 532 +5,466 New Q4 2025 Jan 22, 2026
Birch Hill Investment Advisors LLC History No change 5,450 620 0.03% 0.03% 533 0 0.0% Q4 2025 Jan 27, 2026
Polaris Investment Advisors, LLC History New 5,442 619 0.45% — 534 +5,442 New Q4 2025 Jan 15, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 5,398 614 0.32% 0.51% 535 -2,562 -32.19% Q4 2025 Feb 10, 2026
CORE WEALTH ADVISORS, LLC History New 5,383 613 0.48% — 536 +5,383 New Q4 2025 Feb 10, 2026
MidWestOne Financial Group, Inc. History Reduced 5,365 611 0.07% 0.08% 537 -479 -8.2% Q4 2025 Feb 12, 2026
Betterment LLC History Added to 5,353 610 0.0% 0.0% 538 +373 7.49% Q4 2025 Feb 12, 2026
FULTON BANK, N.A. History Added to 5,327 606 0.02% 0.01% 539 +1,840 52.77% Q4 2025 Jan 08, 2026
ALERUS FINANCIAL NA History Reduced 5,326 606 0.03% 0.03% 540 -9 -0.17% Q4 2025 Feb 13, 2026
True Vision MN LLC History Reduced 5,309 604 0.31% 0.45% 541 -2,239 -29.66% Q4 2025 Jan 14, 2026
Kelman-Lazarov, Inc. History No change 5,295 603 0.09% 0.09% 542 0 0.0% Q4 2025 Jan 26, 2026
Decker Retirement Planning Inc. History Added to 5,288 602 0.3% 0.31% 543 +413 8.47% Q4 2025 Jan 26, 2026
Pointe Capital Management LLC History Added to 5,269 600 0.3% 0.26% 544 +569 12.11% Q4 2025 Feb 17, 2026
Centurion Wealth Management LLC History Reduced 5,266 599 0.13% 0.16% 546 -780 -12.9% Q4 2025 Jan 14, 2026
Independence Bank of Kentucky History Added to 5,266 599 0.07% 0.07% 545 +157 3.07% Q4 2025 Jan 20, 2026
Narus Financial Partners, LLC History Added to 5,239 596 0.16% 0.16% 547 +15 0.29% Q4 2025 Feb 09, 2026
Choate Investment Advisors History No change 5,148 586 0.01% 0.01% 548 0 0.0% Q4 2025 Feb 09, 2026
Daybright Advisory Services, Inc. History New 5,130 584 0.16% — 549 +5,130 New Q4 2025 Feb 12, 2026
DRW Securities, LLC History No change 5,116 582 0.02% 0.01% 550 0 0.0% Q4 2025 Feb 12, 2026
Cooper Financial Group History Reduced 5,070 577 0.06% 0.08% 551 -903 -15.12% Q4 2025 Jan 08, 2026
Jordan Park Group LLC History Added to 5,051 575 0.03% 0.03% 552 +376 8.04% Q4 2025 Feb 10, 2026
Faithward Advisors, LLC History Added to 5,041 574 0.08% 0.07% 553 +1,138 29.16% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Reduced 5,030 573 0.01% 0.01% 554 -40 -0.79% Q4 2025 Feb 05, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 5,007 570 0.24% 0.24% 555 0 0.0% Q4 2025 Feb 06, 2026
Madden Advisory Services, Inc. History Added to 5,000 569 0.23% 0.14% 556 +1,749 53.8% Q4 2025 Feb 11, 2026
Rothschild Wealth LLC History Reduced 4,978 567 0.05% 1.37% 557 -50,410 -91.01% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Reduced 4,954 564 0.05% 0.06% 558 -1,281 -20.55% Q4 2025 Jan 26, 2026
Lloyd Advisory Services, LLC. History Reduced 4,943 563 0.22% 0.29% 559 -457 -8.46% Q4 2025 Feb 06, 2026
Integrated Advisors Network LLC History Reduced 4,921 560 0.02% 0.03% 560 -1,634 -24.93% Q4 2025 Feb 17, 2026
Sound Financial Strategies Group, LLC History Added to 4,874 555 0.39% 0.4% 561 +7 0.14% Q4 2025 Feb 03, 2026
Chicago Partners Investment Group LLC History Added to 4,597 549 0.01% 0.01% 562 +16 0.35% Q4 2025 Jan 28, 2026
SCS Capital Management LLC History Reduced 4,800 546 0.01% 0.01% 563 -601 -11.13% Q4 2025 Feb 10, 2026
Harbour Capital Advisors, LLC History Added to 4,681 539 0.11% 0.11% 564 +50 1.08% Q4 2025 Jan 07, 2026
BEACON FINANCIAL GROUP History New 4,723 538 0.05% — 565 +4,723 New Q4 2025 Apr 01, 2026
Larson Financial Group LLC History Reduced 4,715 537 0.02% 0.02% 566 -1,278 -21.32% Q4 2025 Feb 06, 2026
Koshinski Asset Management, Inc. History Added to 4,651 529 0.03% 0.04% 567 +12 0.26% Q4 2025 Feb 03, 2026
Bogart Wealth, LLC History Added to 4,638 528 0.02% 0.02% 568 +213 4.81% Q4 2025 Jan 30, 2026
Fisher Asset Management, LLC History Added to 4,618 526 0.0% 0.0% 569 +2,350 103.62% Q4 2025 Feb 09, 2026
Athena Investment Management History No change 4,619 526 0.27% 0.27% 570 0 0.0% Q4 2025 Feb 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 4,614 525 0.03% 0.03% 571 +477 11.53% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Reduced 4,574 521 0.01% 0.02% 572 -1,828 -28.55% Q4 2025 Feb 09, 2026
Two West Capital Advisors LLC History Reduced 4,571 520 0.3% 0.45% 573 -1,799 -28.24% Q4 2025 Jan 13, 2026
Tempus Wealth Planning, LLC History Reduced 4,478 510 0.12% 0.13% 575 -614 -12.06% Q4 2025 Jan 16, 2026
Leisure Capital Management History No change 4,477 510 0.17% 0.17% 574 0 0.0% Q4 2025 Jan 27, 2026
Plancorp, LLC History Reduced 4,470 509 0.02% 0.02% 576 -96 -2.1% Q4 2025 Feb 05, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,459 507 0.02% 0.02% 577 -39 -0.87% Q4 2025 Jan 12, 2026
Aprio Wealth Management, LLC History Reduced 4,446 506 0.03% 0.07% 579 -1,682 -27.45% Q4 2025 Jan 29, 2026
MONECO ADVISORS, LLC History Added to 4,442 506 0.04% 0.04% 578 +5 0.11% Q4 2025 Feb 04, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 4,441 505 0.01% 0.01% 580 -257 -5.47% Q4 2025 Jan 28, 2026
Elevated Financial Group LLC History New 4,354 496 0.17% — 581 +4,354 New Q4 2025 Jan 29, 2026
Peterson Wealth Advisors, LLC History Added to 4,341 494 0.07% 0.05% 582 +1,237 39.85% Q4 2025 Jan 09, 2026
LifePlan Investment Advisors, Inc. History Added to 4,302 490 0.2% 0.16% 583 +869 25.31% Q4 2025 Feb 09, 2026
FFG RETIREMENT ADVISORS LLC History Reduced 4,282 487 0.3% 1.09% 584 -11,208 -72.36% Q4 2025 Jan 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 4,253 484 0.01% 0.01% 585 -5 -0.12% Q4 2025 Jan 07, 2026
DGS Capital Management, LLC History Reduced 4,202 478 0.08% 0.09% 586 -11 -0.26% Q4 2025 Feb 24, 2026
Hickory Point Bank & Trust History No change 4,174 475 0.34% 0.36% 587 0 0.0% Q4 2025 Jan 12, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 4,160 473 0.05% 0.05% 588 -107 -2.51% Q4 2025 Jan 20, 2026
Quartz Partners, LLC History Reduced 4,091 466 0.17% 0.17% 589 -42 -1.02% Q4 2025 Feb 13, 2026
Hyundai Investments Co., Ltd. History New 4,037 462 0.45% — 590 +4,037 New Q4 2025 Feb 17, 2026
Independent Advisor Alliance History Added to 4,048 461 0.01% 0.01% 591 +1,244 44.37% Q4 2025 Feb 04, 2026
Elevated Capital Advisors, LLC History Added to 4,052 461 0.11% 0.11% 592 +53 1.33% Q4 2025 Jan 27, 2026
EverSource Wealth Advisors, LLC History Reduced 4,040 460 0.02% 0.02% 593 -1,214 -23.11% Q4 2025 Feb 06, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 3,986 454 0.12% 0.11% 594 +587 17.27% Q4 2025 Feb 13, 2026
Pines Wealth Management, LLC History Added to 3,945 449 0.15% 0.15% 595 +155 4.09% Q4 2025 Feb 02, 2026
MainStreet Investment Advisors LLC History Reduced 3,901 444 0.06% 0.06% 596 -62 -1.56% Q4 2025 Feb 10, 2026
Hilltop National Bank History No change 3,875 441 0.11% 0.11% 597 0 0.0% Q4 2025 Jan 07, 2026
Unified Investment Management History No change 3,868 440 0.44% 0.44% 598 0 0.0% Q4 2025 Feb 09, 2026
ASSOCIATED BANC-CORP History Reduced 3,821 435 0.01% 0.02% 599 -2,055 -34.97% Q4 2025 Feb 06, 2026
Kestra Investment Management, LLC History Reduced 3,759 428 0.01% 0.39% 600 -124,430 -97.07% Q4 2025 Feb 09, 2026
Wolff Financial Management LLC History Added to 3,749 427 0.1% 0.1% 601 +14 0.37% Q4 2025 Feb 06, 2026
Diversified Trust Co History No change 3,747 426 0.01% 0.01% 602 0 0.0% Q4 2025 Jan 09, 2026
Balentine LLC History No change 3,731 425 0.02% 0.02% 603 0 0.0% Q4 2025 Feb 02, 2026
Integrated Wealth Management History New 3,712 422 0.47% — 604 +3,712 New Q4 2025 Mar 03, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 3,687 420 0.03% 0.03% 605 0 0.0% Q4 2025 Feb 09, 2026
BCS Wealth Management History Added to 3,682 419 0.04% 0.05% 606 +1,841 100.0% Q4 2025 Jan 26, 2026
Urban Financial Advisory Corp History Added to 3,681 419 0.16% 0.19% 607 +58 1.6% Q4 2025 Feb 04, 2026
Summit Financial Strategies, Inc. History Added to 3,662 417 0.03% 0.03% 608 +393 12.02% Q4 2025 Jan 27, 2026
Guidance Point Advisors, LLC History No change 3,663 417 0.1% 0.1% 609 0 0.0% Q4 2025 Feb 11, 2026
ASPIRIANT, LLC History Added to 3,660 416 0.01% 0.01% 610 +1,772 93.86% Q4 2025 Jan 20, 2026
Midwest Heritage Bank, FSB History Reduced 3,622 412 0.14% 0.16% 612 -243 -6.29% Q4 2025 Feb 04, 2026
Fermata Advisors, LLC History Added to 3,622 412 0.1% 0.1% 611 +1 0.03% Q4 2025 Jan 08, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,615 411 0.01% 0.01% 613 0 0.0% Q4 2025 Feb 03, 2026
Busey Bank History New 3,606 410 0.01% — 614 +3,606 New Q4 2025 Jan 27, 2026
Aspen Wealth Management LLC History No change 3,582 408 0.09% 0.09% 615 0 0.0% Q4 2025 Jan 05, 2026
GHP Investment Advisors, Inc. History Reduced 3,576 407 0.02% 0.02% 616 -2 -0.06% Q4 2025 Jan 27, 2026
DOLIVER ADVISORS, LP History Reduced 3,570 406 0.1% 0.11% 617 -75 -2.06% Q4 2025 Jan 06, 2026
Western Wealth Management, LLC History Reduced 3,505 399 0.02% 0.02% 619 -265 -7.03% Q4 2025 Feb 05, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 3,510 399 0.01% 0.01% 618 0 0.0% Q4 2025 Feb 12, 2026
Elevation Wealth Management LLC History New 3,479 396 0.38% — 621 +3,479 New Q4 2025 Feb 12, 2026
Evanson Asset Management, LLC History Added to 3,482 396 0.02% 0.02% 620 +53 1.55% Q4 2025 Jan 12, 2026
Milestone Asset Management Group, LLC History Added to 3,434 391 0.22% 0.24% 622 +100 3.0% Q4 2025 Feb 03, 2026
JMG Financial Group, Ltd. History No change 3,424 390 0.01% 0.01% 623 0 0.0% Q4 2025 Feb 10, 2026
HUB Investment Partners, LLC History Added to 3,374 384 0.01% 0.01% 624 +16 0.48% Q4 2025 Feb 17, 2026
Redwood Investment Management, LLC History Reduced 3,359 383 0.04% 0.22% 625 -14,718 -81.42% Q4 2025 Feb 17, 2026
Legacy Edge Advisors, LLC History New 3,365 383 0.04% — 626 +3,365 New Q4 2025 Feb 02, 2026
Aspire Capital Advisors LLC History No change 3,355 382 0.09% 0.09% 627 0 0.0% Q4 2025 Jan 16, 2026
CGN Advisors LLC History Reduced 3,352 381 0.03% 0.03% 628 -47 -1.38% Q4 2025 Jan 05, 2026
Hobart Private Capital, LLC History Added to 3,340 380 0.07% 0.08% 629 +10 0.3% Q4 2025 Jan 27, 2026
Connecticut Wealth Management, LLC History Reduced 3,333 379 0.02% 0.02% 631 -55 -1.62% Q4 2025 Feb 12, 2026
Bragg Financial Advisors, Inc History No change 3,331 379 0.01% 0.01% 630 0 0.0% Q4 2025 Feb 13, 2026
Opal Wealth Advisors, LLC History New 3,304 376 0.1% — 633 +3,304 New Q4 2025 Jan 26, 2026
TD Capital Management LLC History Added to 3,301 376 0.03% 0.03% 632 +45 1.38% Q4 2025 Feb 26, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 3,298 375 0.1% 0.91% 635 -23,596 -87.74% Q4 2025 Jan 12, 2026
Westfuller Advisors, LLC History No change 3,292 375 0.15% 0.17% 634 0 0.0% Q4 2025 Jan 21, 2026
CONNING INC. History No change 3,255 370 0.01% 0.01% 636 0 0.0% Q4 2025 Feb 05, 2026
Inspire Advisors, LLC History Added to 3,231 368 0.03% 0.03% 640 +710 28.16% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 3,238 368 0.02% 0.02% 638 +61 1.92% Q4 2025 Jan 15, 2026
Ledyard National Bank History No change 3,238 368 0.03% 0.03% 637 0 0.0% Q4 2025 Jan 21, 2026
Waldron Private Wealth LLC History No change 3,234 368 0.01% 0.01% 639 0 0.0% Q4 2025 Jan 14, 2026
Lifeworks Advisors, LLC History Reduced 3,218 366 0.05% 0.06% 641 -543 -14.44% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 3,209 365 0.02% 0.02% 643 -406 -11.23% Q4 2025 Jan 20, 2026
Laurel Wealth Advisors LLC History No change 3,208 365 0.05% 0.05% 642 0 0.0% Q4 2025 Jan 30, 2026
Triangle Securities Wealth Management History Added to 3,201 364 0.08% 0.07% 644 +576 21.94% Q4 2025 Jan 13, 2026
Cornerstone Wealth Management, LLC History Reduced 3,201 364 0.02% 0.02% 645 -86 -2.62% Q4 2025 Feb 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,174 361 0.0% — 646 +3,174 New Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 3,178 361 0.01% 0.01% 647 -59 -1.82% Q4 2025 Feb 05, 2026
Pettinga Financial Advisors LLC History Reduced 3,143 358 0.07% 0.09% 648 -869 -21.66% Q4 2025 Feb 12, 2026
Vident Advisory, LLC History Reduced 3,079 350 0.0% 0.0% 650 -640 -17.21% Q4 2025 Feb 18, 2026
DAVENPORT & Co LLC History Reduced 3,080 350 0.0% 0.0% 649 -633 -17.05% Q4 2025 Jan 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 3,056 348 0.02% 0.02% 651 -1,068 -25.9% Q4 2025 Feb 02, 2026
Main Street Financial Solutions, LLC History Reduced 3,059 348 0.03% 0.02% 652 -14 -0.46% Q4 2025 Feb 17, 2026
Archer Investment Management, LLC History New 3,005 342 0.18% — 653 +3,005 New Q4 2025 Jan 12, 2026
FineMark National Bank & Trust History Added to 2,992 340 0.01% 0.01% 654 +267 9.8% Q4 2025 Feb 12, 2026
Chatterton & Associates Inc. History New 2,970 338 0.29% — 656 +2,970 New Q4 2025 Jan 20, 2026
Allworth Financial LP History New 2,968 338 0.0% — 655 +2,968 New Q4 2025 Feb 05, 2026
Wedmont Private Capital History Added to 2,869 337 0.01% 0.01% 657 +3 0.1% Q4 2025 Jan 08, 2026
LANE BROTHERS & CO INC History New 2,922 332 0.24% — 658 +2,922 New Q4 2025 Mar 13, 2026
A4 Wealth Advisors LLC History Added to 2,921 332 0.29% 0.27% 659 +130 4.66% Q4 2025 Feb 13, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History Added to 2,907 331 0.22% 0.2% 660 +310 11.94% Q4 2025 Feb 10, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 2,894 329 0.24% 0.25% 661 0 0.0% Q4 2025 Jan 23, 2026
Security Financial Services, INC. History Reduced 2,886 328 0.05% 0.05% 662 -22 -0.76% Q4 2025 Jan 27, 2026
Interchange Capital Partners, LLC History Reduced 2,875 327 0.06% 0.1% 665 -1,808 -38.61% Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History Added to 2,870 327 0.0% 0.0% 664 +1,700 145.3% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Added to 2,874 327 0.0% 0.0% 663 +815 39.58% Q4 2025 Feb 02, 2026
THEORY FINANCIAL LLC History Reduced 2,720 326 0.11% 0.12% 666 -130 -4.56% Q4 2025 Feb 10, 2026
Beacon Financial Advisory LLC History Reduced 2,856 325 0.08% 0.1% 667 -820 -22.31% Q4 2025 Feb 17, 2026
Bedminster, LLC History New 2,848 324 0.3% — 670 +2,848 New Q4 2025 Feb 05, 2026
NOVUS ADVISORS, LLC History Reduced 2,852 324 0.72% 0.81% 669 -235 -7.61% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,851 324 0.0% 0.0% 668 0 0.0% Q4 2025 Feb 09, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 2,840 323 0.26% 0.26% 671 0 0.0% Q4 2025 Jan 16, 2026
SUTTON PLACE INVESTORS LLC History Reduced 2,821 321 0.18% 0.31% 672 -1,902 -40.27% Q4 2025 Jan 21, 2026
Heritage Family Offices, LLP History Reduced 2,825 321 0.15% 0.2% 673 -1,035 -26.81% Q4 2025 Jan 12, 2026
Hurlow Wealth Management Group, Inc. History Added to 2,787 317 0.08% 0.06% 674 +857 44.4% Q4 2025 Feb 17, 2026
ORG Wealth Partners, LLC History Added to 2,786 317 0.07% 0.07% 675 +37 1.35% Q4 2025 Jan 14, 2026
Cyndeo Wealth Partners, LLC History Reduced 2,725 310 0.02% 0.1% 676 -12,909 -82.57% Q4 2025 Jan 07, 2026
TRUST CO OF VERMONT History Added to 2,719 309 0.01% 0.01% 677 +131 5.06% Q4 2025 Jan 16, 2026
BCU Wealth Advisors, LLC History Reduced 2,677 305 0.12% 0.17% 678 -1,116 -29.42% Q4 2025 Jan 30, 2026
Advisory Alpha, LLC History Reduced 2,677 304 0.01% 0.02% 679 -3,604 -57.38% Q4 2025 Feb 06, 2026
FLC Capital Advisors History No change 2,671 304 0.06% 0.06% 680 0 0.0% Q4 2025 Feb 11, 2026
Haverford Trust Co History Added to 2,667 303 0.0% 0.0% 681 +178 7.15% Q4 2025 Feb 13, 2026
Auxano Advisors, LLC History New 2,657 302 0.06% — 682 +2,657 New Q4 2025 Feb 06, 2026
Legacy Wealth Asset Management, LLC History Added to 2,652 302 0.07% 0.07% 683 +65 2.51% Q4 2025 Jan 12, 2026
FOCUSED ALPHA, LLC History New 2,633 299 0.09% — 684 +2,633 New Q4 2025 Feb 13, 2026
CORTLAND ASSOCIATES INC/MO History No change 2,614 298 0.04% 0.04% 685 0 0.0% Q4 2025 Jan 28, 2026
Aspire Private Capital, LLC History Reduced 2,600 296 0.07% 0.21% 686 -5,856 -69.25% Q4 2025 Jan 16, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 2,572 293 0.03% 0.04% 687 -120 -4.46% Q4 2025 Feb 17, 2026
Madison Wealth Partners, Inc History Added to 2,580 293 0.05% 0.06% 688 +18 0.7% Q4 2025 Feb 10, 2026
SigFig Wealth Management, LLC History Reduced 2,565 292 0.01% 0.02% 689 -2,743 -51.68% Q4 2025 Jan 16, 2026
Orin Green Financial, LLC History No change 2,563 291 0.12% 0.12% 690 0 0.0% Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 2,534 288 0.0% — 691 +2,534 New Q4 2025 Feb 13, 2026
ERn Financial, LLC History Added to 2,523 287 0.05% 0.06% 692 +20 0.8% Q4 2025 Jan 15, 2026
Prime Capital Investment Advisors, LLC History Reduced 2,506 285 0.0% 0.0% 694 -505 -16.77% Q4 2025 Jan 21, 2026
Provenance Wealth Advisors, LLC History Reduced 2,504 285 0.03% 0.04% 695 -139 -5.26% Q4 2025 Jan 26, 2026
Clarius Group, LLC History No change 2,505 285 0.02% 0.02% 693 0 0.0% Q4 2025 Jan 14, 2026
Ameritas Advisory Services, LLC History Reduced 2,500 284 0.01% 0.03% 696 -948 -27.49% Q4 2025 Feb 04, 2026
ALTFEST L J & CO INC History No change 2,473 281 0.03% 0.03% 697 0 0.0% Q4 2025 Jan 23, 2026
Bonfire Financial History No change 2,468 281 0.21% 0.22% 698 0 0.0% Q4 2025 Jan 27, 2026
Synergy Financial Group, LTD History No change 2,473 281 0.2% 0.19% 699 0 0.0% Q4 2025 Feb 17, 2026
My Personal CFO, LLC History New 2,447 278 0.12% — 701 +2,447 New Q4 2025 Jan 15, 2026
VANGUARD GROUP INC History Reduced 2,445 278 0.0% 0.0% 700 -242 -9.01% Q4 2025 Jan 29, 2026
Networth Advisors, LLC History New 2,437 277 0.2% — 703 +2,437 New Q4 2025 Jan 22, 2026
Rosenberg Matthew Hamilton History Reduced 2,433 277 0.06% 0.11% 702 -1,959 -44.6% Q4 2025 Jan 05, 2026
Clear Retirement Advice LLC History New 2,331 275 0.21% — 706 +2,331 New Q4 2025 Feb 24, 2026
McGlone Suttner Wealth Management, Inc. History Added to 2,416 275 0.04% 0.04% 705 +13 0.54% Q4 2025 Jan 15, 2026
Global Wealth Strategies & Associates History No change 2,422 275 0.07% 0.07% 704 0 0.0% Q4 2025 Jan 02, 2026
Walkner Condon Financial Advisors LLC History No change 2,395 272 0.04% 0.04% 707 0 0.0% Q4 2025 Jan 21, 2026
Goldstein Advisors, LLC History Reduced 2,372 270 0.03% 0.03% 708 -97 -3.93% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History Added to 2,377 270 0.08% 0.09% 710 +8 0.34% Q4 2025 Feb 12, 2026
Fonville Wealth Management LLC History No change 2,375 270 0.06% 0.06% 709 0 0.0% Q4 2025 Jan 23, 2026
Vantage Financial Partners, LLC History Added to 2,357 268 0.05% 0.06% 712 +19 0.81% Q4 2025 Feb 03, 2026
Oakworth Capital, Inc. History No change 2,355 268 0.01% 0.02% 711 0 0.0% Q4 2025 Jan 30, 2026
Yoffe Investment Management, LLC History No change 2,358 268 0.34% 0.35% 713 0 0.0% Q4 2025 Jan 26, 2026
Cedarwood Wealth LLC History New 2,225 267 0.3% — 714 +2,225 New Q4 2025 Mar 05, 2026
Intrua Financial, LLC History New 2,336 266 0.03% — 715 +2,336 New Q4 2025 Feb 05, 2026
Modera Wealth Management, LLC History Reduced 2,333 265 0.0% 0.0% 716 -243 -9.43% Q4 2025 Jan 21, 2026
UPTICK PARTNERS, LLC History Reduced 2,325 264 0.06% 0.07% 717 -110 -4.52% Q4 2025 Feb 02, 2026
Maridea Wealth Management LLC History Added to 2,304 262 0.04% 0.04% 718 +169 7.92% Q4 2025 Jan 08, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 2,280 259 0.01% 0.01% 719 0 0.0% Q4 2025 Jan 26, 2026
Walleye Partners, LLC History New 2,265 258 0.29% — 720 +2,265 New Q4 2025 Jan 28, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,260 257 0.02% 0.02% 721 0 0.0% Q4 2025 Jan 21, 2026
Rollins Financial Advisors, LLC History No change 2,259 257 0.04% 0.04% 722 0 0.0% Q4 2025 Feb 04, 2026
Freestone Capital Holdings, LLC History Added to 2,254 256 0.01% 0.01% 723 +326 16.91% Q4 2025 Jan 23, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 2,240 255 0.03% 0.04% 724 -670 -23.02% Q4 2025 Jan 26, 2026
American Trust History Reduced 2,245 255 0.02% 0.03% 725 -412 -15.51% Q4 2025 Feb 17, 2026
Ridgeline Wealth, LLC History Reduced 2,235 254 0.18% 0.31% 726 -1,506 -40.26% Q4 2025 Jan 08, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History New 2,218 252 0.06% — 727 +2,218 New Q4 2025 Jan 08, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 2,210 251 0.08% 1.19% 728 -27,280 -92.51% Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 2,186 249 0.02% 0.06% 729 -5,273 -70.69% Q4 2025 Feb 06, 2026
Daviman Financial, LLC History New 2,188 249 0.15% — 731 +2,188 New Q4 2025 Feb 06, 2026
Retirement Solution LLC History Reduced 2,190 249 0.06% 0.07% 730 -282 -11.41% Q4 2025 Jan 29, 2026
Foster Group, Inc. History Reduced 2,164 246 0.01% 0.01% 732 -793 -26.82% Q4 2025 Jan 12, 2026
CHANNEL WEALTH LLC History Reduced 2,162 246 0.06% 0.07% 733 -91 -4.04% Q4 2025 Feb 03, 2026
Sound Income Strategies, LLC History Reduced 2,053 244 0.01% 0.04% 734 -4,110 -66.69% Q4 2025 Jan 21, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 2,144 244 0.12% 0.13% 735 +50 2.39% Q4 2025 Feb 17, 2026
Financial Partners Group, Inc History Reduced 2,051 243 0.03% 0.03% 736 -25 -1.2% Q4 2025 Feb 03, 2026
Neumann Capital Management, LLC History No change 2,125 242 0.07% 0.07% 737 0 0.0% Q4 2025 Jan 14, 2026
CRA Financial Services, LLC History No change 2,125 242 0.03% 0.03% 738 0 0.0% Q4 2025 Jan 16, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,118 241 0.02% 0.02% 739 0 0.0% Q4 2025 Jan 20, 2026
Essex Bank History Reduced 2,111 240 0.05% 0.06% 741 -362 -14.64% Q4 2025 Feb 02, 2026
PATTEN & PATTEN INC/TN History Added to 2,111 240 0.01% 0.01% 740 +25 1.2% Q4 2025 Feb 03, 2026
SteelPeak Wealth, LLC History Reduced 2,103 239 0.01% 0.06% 742 -13,594 -86.6% Q4 2025 Jan 20, 2026
PFG Investments, LLC History Added to 2,094 238 0.01% 0.01% 743 +269 14.74% Q4 2025 Jan 26, 2026
Global View Capital Management LLC History Reduced 2,091 238 0.04% 0.05% 744 -10 -0.48% Q4 2025 Jan 14, 2026
TritonPoint Partners, LLC History New 2,069 235 0.13% — 746 +2,069 New Q4 2025 Feb 13, 2026
Wilian Securities, LLC History New 2,066 235 0.25% — 745 +2,066 New Q4 2025 Feb 06, 2026
Atlatl Advisers LLC History Added to 2,060 234 0.09% 0.08% 749 +188 10.04% Q4 2025 Feb 09, 2026
Commonwealth Financial Services, LLC History Reduced 2,054 234 0.04% 0.04% 747 -163 -7.35% Q4 2025 Feb 06, 2026
DecisionMap Wealth Management, LLC History Reduced 2,056 234 0.14% 0.15% 748 -11 -0.53% Q4 2025 Jan 07, 2026
Cedar Point Capital Partners, LLC History New 2,050 233 0.15% — 750 +2,050 New Q4 2025 Feb 11, 2026
Community Financial Services Group, LLC History No change 2,033 231 0.04% 0.04% 751 0 0.0% Q4 2025 Jan 15, 2026
Able Wealth Management LLC History New 2,019 230 0.07% — 752 +2,019 New Q4 2025 Jan 27, 2026
KEYVANTAGE WEALTH, LLC History Reduced 2,023 230 0.1% 0.1% 753 -104 -4.89% Q4 2025 Feb 10, 2026
KELLY FINANCIAL GROUP LLC History Reduced 2,007 228 0.06% 0.06% 754 -148 -6.87% Q4 2025 Jan 23, 2026
Accretive Wealth Partners, LLC History Reduced 1,992 226 0.07% 0.07% 755 -41 -2.02% Q4 2025 Jan 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 1,979 225 0.02% 0.04% 756 -2,807 -58.65% Q4 2025 Jan 23, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 1,975 224 0.08% 0.09% 757 -2 -0.1% Q4 2025 Jan 13, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,967 224 0.02% 0.02% 758 0 0.0% Q4 2025 Jan 08, 2026
JGP Wealth Management, LLC History New 1,958 223 0.02% — 759 +1,958 New Q4 2025 Jan 12, 2026
Total Wealth Planning, LLC History Reduced 1,952 222 0.48% 0.29% 760 -20,246 -91.21% Q4 2025 Feb 13, 2026
CURTIS WEALTH MANAGEMENT LLC History New 1,848 222 0.19% — 761 +1,848 New Q4 2025 Feb 11, 2026
Venture Visionary Partners LLC History New 1,948 221 0.01% — 763 +1,948 New Q4 2025 Feb 13, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 1,946 221 0.18% 0.19% 762 -50 -2.51% Q4 2025 Jan 23, 2026
BAM Wealth Management, LLC History Reduced 1,937 220 0.16% 0.2% 764 -332 -14.63% Q4 2025 Jan 20, 2026
XML Financial, LLC History Added to 1,899 216 0.02% 0.02% 766 +30 1.61% Q4 2025 Feb 11, 2026
Journey Beyond Wealth, LLC History Reduced 1,899 216 0.17% 0.18% 767 -24 -1.25% Q4 2025 Jan 23, 2026
NorthLanding Financial Partners, LLC History No change 1,900 216 0.17% 0.18% 765 0 0.0% Q4 2025 Jan 26, 2026
Krilogy Financial LLC History Reduced 1,790 215 0.01% 0.01% 768 -434 -19.51% Q4 2025 Jan 27, 2026
BLALOCK WILLIAMS, LLC History Reduced 1,883 214 0.17% 0.45% 771 -2,647 -58.43% Q4 2025 Feb 02, 2026
SHUFRO ROSE & CO LLC History New 1,880 214 0.01% — 769 +1,880 New Q4 2025 Feb 09, 2026
Professional Financial Advisors, LLC History Added to 1,879 214 0.04% 0.04% 770 +104 5.86% Q4 2025 Jan 15, 2026
AdvisorNet Financial, Inc History Reduced 1,864 212 0.01% 0.01% 772 -235 -11.2% Q4 2025 Jan 20, 2026
Plante Moran Financial Advisors, LLC History No change 1,852 210 0.01% 0.01% 773 0 0.0% Q4 2025 Feb 05, 2026
Hudson Portfolio Management LLC History No change 1,840 209 0.18% 0.19% 774 0 0.0% Q4 2025 Feb 13, 2026
MEANS INVESTMENT CO., INC. History Added to 1,827 208 0.02% 0.02% 775 +28 1.56% Q4 2025 Jan 26, 2026
Alhambra Investment Management LLC History No change 1,831 208 0.1% 0.1% 776 0 0.0% Q4 2025 Jan 15, 2026
Magnus Financial Group LLC History Reduced 1,825 207 0.02% 0.02% 778 -299 -14.08% Q4 2025 Jan 07, 2026
SCOTIA CAPITAL INC. History Added to 1,822 207 0.0% 0.0% 777 +22 1.22% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Reduced 1,805 205 0.0% 0.0% 779 -125 -6.48% Q4 2025 Feb 12, 2026
Intelligence Driven Advisers, LLC History No change 1,807 205 0.03% 0.03% 780 0 0.0% Q4 2025 Jan 23, 2026
HARDING LOEVNER LP History Reduced 1,794 204 0.0% 0.01% 781 -5,624 -75.82% Q4 2025 Feb 17, 2026
REAP Financial Group, LLC History Reduced 1,794 204 0.04% 0.08% 782 -1,477 -45.15% Q4 2025 Feb 10, 2026
MSH Capital Advisors LLC History Reduced 1,780 202 0.04% 0.07% 783 -636 -26.32% Q4 2025 Feb 09, 2026
Richmond Investment Services, LLC History New 1,770 201 0.03% — 785 +1,770 New Q4 2025 Feb 12, 2026
NTV ASSET MANAGEMENT LLC History No change 1,771 201 0.02% 0.02% 784 0 0.0% Q4 2025 Jan 20, 2026
Van Diest Capital, LLC History New 1,764 200 0.3% — 787 +1,764 New Q4 2025 Feb 19, 2026
Argent Trust Co History New 1,757 200 0.01% — 786 +1,757 New Q4 2025 Feb 10, 2026
Bank of Jackson Hole Trust History No change 1,755 199 0.09% 0.1% 788 0 0.0% Q4 2025 Feb 12, 2026
Osbon Capital Management LLC History New 1,713 195 0.18% — 789 +1,713 New Q4 2025 Mar 16, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,707 194 0.01% 0.01% 790 +71 4.34% Q4 2025 Jan 14, 2026
FIRST FINANCIAL CORP /IN/ History No change 1,633 186 0.07% 0.07% 791 0 0.0% Q4 2025 Jan 13, 2026
Sage Mountain Advisors LLC History No change 1,616 184 0.01% 0.01% 792 0 0.0% Q4 2025 Jan 23, 2026
ORG Partners LLC History Reduced 1,571 178 0.03% 0.07% 793 -1,613 -50.66% Q4 2025 Jan 14, 2026
GAMMA Investing LLC History Added to 1,561 177 0.01% — 794 +1,557 38925.0% Q4 2025 Jan 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,551 176 0.01% 0.02% 795 -600 -27.89% Q4 2025 Feb 03, 2026
Vermillion & White Wealth Management Group, LLC History No change 1,531 174 0.09% 0.1% 796 0 0.0% Q4 2025 Feb 18, 2026
KERR FINANCIAL PLANNING Corp History Added to 1,480 172 0.23% 0.24% 797 +1 0.07% Q4 2025 Feb 10, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,500 170 0.08% 0.08% 798 0 0.0% Q4 2025 Jan 15, 2026
WEBSTER BANK, N. A. History No change 1,295 147 0.01% 0.01% 799 0 0.0% Q4 2025 Jan 23, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,212 138 0.01% 0.01% 800 0 0.0% Q4 2025 Feb 11, 2026