iShares, Inc. - EMXC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 13,367,516 971,551 0.07% 0.06% 1 +854,217 6.83% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Added to 7,172,689 521,311 0.07% 0.06% 2 +115,634 1.64% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Reduced 6,033,138 438,488 0.08% 0.09% 3 -1,152,475 -16.04% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 4,729,976 343,774 0.22% 0.21% 4 +44,968 0.96% Q4 2025 Feb 10, 2026
MORGAN STANLEY History Added to 3,923,113 285,131 0.02% 0.02% 5 +190,648 5.11% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,425,796 249,020 0.06% 0.07% 6 -941,140 -21.55% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 3,305,644 240,254 0.83% 0.88% 7 +65,957 2.04% Q4 2025 Jan 28, 2026
BlackRock, Inc. History Added to 2,992,197 217,472 0.0% 0.0% 8 +591,832 24.66% Q4 2025 Feb 12, 2026
Richard Bernstein Advisors LLC History Reduced 2,706,117 196,682 5.78% 5.57% 9 -125,172 -4.42% Q4 2025 Feb 03, 2026
CULLEN/FROST BANKERS, INC. History Reduced 2,555,605 185,741 2.04% 2.05% 10 -53,869 -2.06% Q4 2025 Feb 06, 2026
LPL Financial LLC History Added to 2,385,667 173,390 0.05% 0.04% 11 +298,524 14.3% Q4 2025 Feb 11, 2026
JPMORGAN CHASE & CO History Added to 2,336,582 169,822 0.01% 0.01% 12 +131,459 5.96% Q4 2025 Feb 11, 2026
Facet Wealth, Inc. History New 2,006,029 164,574 2.91% — 13 +2,006,029 New Q4 2025 Jan 29, 2026
Invesco Ltd. History New 2,150,000 156,262 0.02% — 14 +2,150,000 New Q4 2025 Feb 19, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,937,863 140,843 0.03% 0.03% 15 -151,818 -7.27% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 1,886,294 137,209 0.1% — 16 +1,886,294 New Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,864,964 135,545 0.08% 0.1% 17 -610,642 -24.67% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Added to 1,824,858 132,630 2.6% 2.45% 18 +86,998 5.01% Q4 2025 Feb 02, 2026
Valmark Advisers, Inc. History Added to 1,757,820 127,758 1.57% 1.53% 19 +1,540 0.09% Q4 2025 Jan 26, 2026
UBS Group AG History Reduced 1,651,123 120,003 0.02% 0.02% 20 -88,311 -5.08% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Reduced 1,623,995 118,031 0.14% 0.13% 21 -260 -0.02% Q4 2025 Jan 30, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,505,249 109,401 0.03% 0.03% 22 -104,866 -6.51% Q4 2025 Feb 10, 2026
Johns Hopkins University History No change 1,423,744 103,477 7.54% 5.36% 23 0 0.0% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Reduced 1,396,406 101,490 0.11% 0.11% 24 -34,926 -2.44% Q4 2025 Feb 17, 2026
EASTERN BANK History Added to 1,393,369 101,270 1.75% 1.61% 25 +48,187 3.58% Q4 2025 Jan 14, 2026
STIFEL FINANCIAL CORP History Reduced 1,342,188 97,549 0.09% 0.08% 26 -5,219 -0.39% Q4 2025 Feb 13, 2026
PRUDENTIAL PLC History Added to 1,186,200 86,213 0.68% 0.52% 27 +146,600 14.1% Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 1,155,424 83,976 3.13% 2.9% 28 +74,131 6.86% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 1,133,303 82,368 0.09% 0.08% 29 +74,496 7.04% Q4 2025 Feb 06, 2026
CITIGROUP INC History Reduced 1,088,418 79,106 0.03% 0.06% 30 -796,257 -42.25% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Reduced 1,030,497 74,896 1.07% 1.09% 31 -44,842 -4.17% Q4 2025 Feb 02, 2026
JANE STREET GROUP, LLC History Reduced 1,001,658 72,800 0.01% 0.04% 32 -2,717,749 -73.07% Q4 2025 Feb 12, 2026
Avidian Wealth Enterprises, LLC History Added to 968,498 70,390 2.56% 2.42% 33 +16,832 1.77% Q4 2025 Feb 02, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 864,276 62,815 0.02% 0.02% 34 -12,841 -1.46% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 827,378 60,134 0.01% — 35 +827,378 New Q4 2025 Feb 17, 2026
RiverFront Investment Group, LLC History Reduced 823,156 59,827 0.99% 0.99% 36 -867 -0.11% Q4 2025 Feb 05, 2026
Creative Planning History Reduced 790,515 57,454 0.04% 0.04% 37 -4,373 -0.55% Q4 2025 Feb 17, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 761,242 55,327 0.12% 0.12% 38 +14,400 1.93% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 760,094 55,243 0.07% 0.07% 39 -9,275 -1.21% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Reduced 725,962 52,762 0.98% 1.0% 40 -7,802 -1.06% Q4 2025 Feb 06, 2026
1ST SOURCE BANK History Reduced 722,812 52,533 2.76% 2.64% 41 -18,218 -2.46% Q4 2025 Feb 05, 2026
CITADEL ADVISORS LLC History Added to 721,330 52,426 0.01% 0.0% 42 +380,060 111.37% Q4 2025 Feb 17, 2026
Hughes Financial Services, LLC History Reduced 709,785 51,587 8.1% 8.47% 43 -27,438 -3.72% Q4 2025 Feb 11, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 705,488 51,274 0.44% 0.34% 44 +140,648 24.9% Q4 2025 Feb 05, 2026
Aprio Wealth Management, LLC History Added to 665,254 48,350 2.77% 4.3% 45 +25,426 3.97% Q4 2025 Jan 29, 2026
HANCOCK WHITNEY CORP History Reduced 663,974 48,257 0.87% 0.82% 46 -3,452 -0.52% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 638,643 46,416 0.06% 0.06% 47 -57,600 -8.27% Q4 2025 Feb 12, 2026
ANDERSON HOAGLAND & CO History No change 617,107 44,851 3.86% 3.74% 48 0 0.0% Q4 2025 Jan 05, 2026
TRUE Private Wealth Advisors History Added to 584,366 42,471 4.26% 3.95% 49 +10,940 1.91% Q4 2025 Feb 13, 2026
Advocacy Wealth Management, LLC History Added to 561,678 40,822 1.71% 1.59% 50 +18,727 3.45% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 557,289 40,503 0.05% 0.06% 51 +6,892 1.25% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 553,642 40,238 0.02% 0.02% 52 -9,812 -1.74% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 530,463 38,587 0.06% 0.06% 53 -122,962 -18.82% Q4 2025 Feb 17, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 529,993 38,519 0.09% 0.1% 54 -85,635 -13.91% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 512,026 37,214 0.4% 0.4% 55 +119,737 30.52% Q4 2025 Jan 23, 2026
Baird Financial Group, Inc. History Reduced 498,427 36,225 0.06% 0.05% 56 -3,163 -0.63% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 488,855 35,529 0.44% 0.37% 57 -9,154 -1.84% Q4 2025 Feb 02, 2026
Clearwater Capital Advisors, LLC History Reduced 479,442 34,845 2.9% 2.78% 58 -4,122 -0.85% Q4 2025 Feb 09, 2026
Vident Advisory, LLC History New 479,344 34,838 0.32% — 59 +479,344 New Q4 2025 Feb 18, 2026
Myriad Asset Management Advisors LLC History New 478,308 34,763 10.71% — 60 +478,308 New Q4 2025 Feb 11, 2026
Legacy Edge Advisors, LLC History New 471,603 34,276 3.75% — 61 +471,603 New Q4 2025 Feb 02, 2026
Crestwood Advisors Group, LLC History Added to 459,120 33,368 0.56% 0.52% 62 +2,403 0.53% Q4 2025 Feb 03, 2026
SENTINEL TRUST CO LBA History No change 456,200 33,157 3.26% 3.14% 63 0 0.0% Q4 2025 Jan 29, 2026
Legacy Financial Group LLC History Added to 412,470 33,051 4.08% 3.04% 64 +68,002 19.74% Q4 2025 Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 453,795 32,981 2.23% 2.15% 65 +3,149 0.7% Q4 2025 Jan 08, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 450,326 32,729 0.06% 0.06% 66 +18,971 4.4% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 443,455 32,230 0.07% 0.07% 67 +6,989 1.6% Q4 2025 Feb 11, 2026
Cetera Investment Advisers History Reduced 429,211 31,195 0.03% 0.03% 68 -7,620 -1.74% Q4 2025 Feb 17, 2026
PROFESSIONAL ADVISORY SERVICES INC History Reduced 427,974 31,105 4.03% 3.83% 69 -8,050 -1.85% Q4 2025 Jan 12, 2026
Artemis Wealth Advisors, LLC History Added to 413,579 30,058 4.33% 2.94% 70 +7,677 1.89% Q4 2025 Feb 13, 2026
Curi Capital, LLC History Reduced 394,785 28,692 0.5% 0.5% 71 -9,606 -2.38% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 389,795 28,335 0.05% 0.04% 72 +70,496 22.08% Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 388,600 28,243 0.07% 0.04% 73 +142,700 58.03% Q4 2025 Feb 10, 2026
FORM Wealth Advisors, LLC History New 384,179 27,922 3.27% — 74 +384,179 New Q4 2025 Jan 28, 2026
Integrated Wealth Concepts LLC History Reduced 370,670 26,940 0.32% 0.25% 75 -43,135 -10.42% Q4 2025 Feb 13, 2026
SOROS FUND MANAGEMENT LLC History No change 354,686 25,778 0.3% 0.34% 76 0 0.0% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 353,840 25,717 0.14% 0.32% 77 -657,579 -65.02% Q4 2025 Jan 29, 2026
Cardinal Strategic Wealth Guidance History Added to 338,726 24,618 6.43% 5.04% 78 +61,277 22.09% Q4 2025 Jan 27, 2026
Carr Financial Group Corp History Added to 325,506 23,657 6.29% 5.57% 79 +25,238 8.41% Q4 2025 Jan 09, 2026
Seascape Capital Management History Added to 321,395 23,359 6.64% 5.85% 80 +19,458 6.44% Q4 2025 Jan 21, 2026
Stockman Wealth Management, Inc. History Added to 320,370 23,284 2.71% 2.63% 81 +6,446 2.05% Q4 2025 Jan 29, 2026
Prime Buchholz LLC History No change 319,235 23,200 13.77% 11.85% 82 0 0.0% Q4 2025 Feb 11, 2026
BEAM WEALTH ADVISORS, INC. History Added to 317,152 23,050 6.33% 5.72% 83 +6,251 2.01% Q4 2025 Feb 04, 2026
Tradition Wealth Management, LLC History Added to 307,164 22,324 1.6% 1.52% 84 +3,231 1.06% Q4 2025 Feb 11, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 304,769 22,150 0.23% 0.23% 85 -18,835 -5.82% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 303,981 22,093 0.3% 0.04% 86 +273,140 885.64% Q4 2025 Feb 06, 2026
McKinley Carter Wealth Services, Inc. History Reduced 299,207 21,746 1.21% 1.36% 87 -84,592 -22.04% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 284,438 20,673 0.06% 0.07% 88 -37,154 -11.55% Q4 2025 Jan 26, 2026
OpenArc Corporate Advisory, LLC History New 262,110 19,050 0.31% — 89 +262,110 New Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 236,527 18,794 0.46% 0.44% 90 +3,613 1.55% Q4 2025 Jan 28, 2026
Corient Private Wealth LLC History Added to 248,608 18,070 0.02% 0.02% 91 +22,876 10.13% Q4 2025 Mar 09, 2026
ES4, LLC History New 245,346 17,831 12.29% — 92 +245,346 New Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 242,701 17,639 0.03% 0.02% 93 +105,157 76.45% Q4 2025 Feb 11, 2026
Trail Ridge Investment Advisors, LLC History Added to 242,538 17,627 7.58% 6.89% 94 +14,771 6.49% Q4 2025 Jan 28, 2026
Ayalon Insurance Comp Ltd. History Added to 236,812 17,211 4.18% 3.6% 95 +25,750 12.2% Q4 2025 Jan 12, 2026
Columbia Bank History Added to 231,470 16,823 4.67% 4.5% 96 +814 0.35% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Added to 230,534 16,755 0.58% 0.52% 97 +14,811 6.87% Q4 2025 Jan 12, 2026
World Investment Advisors History Added to 224,774 16,336 0.27% 0.29% 98 +14,244 6.77% Q4 2025 Mar 12, 2026
Wealthcare Advisory Partners LLC History Reduced 221,999 16,134 0.32% 0.31% 99 -1,943 -0.87% Q4 2025 Jan 14, 2026
Retirement Management Systems Inc. History New 219,556 15,957 4.08% — 100 +219,556 New Q4 2025 Feb 12, 2026
OARSMAN CAPITAL, INC. History Added to 216,992 15,770 2.05% 1.84% 101 +22,161 11.37% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 209,704 15,241 0.0% 0.0% 102 -6,133 -2.84% Q4 2025 Mar 25, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 208,383 15,145 2.18% 2.11% 103 -3,540 -1.67% Q4 2025 Jan 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 205,979 14,970 0.0% 0.0% 104 -105,071 -33.78% Q4 2025 Feb 17, 2026
VESTOR CAPITAL, LLC History Reduced 8,276 14,946 1.03% 0.93% 105 -207,071 -96.16% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 202,192 14,695 0.36% 0.33% 106 +15,407 8.25% Q4 2025 Jan 29, 2026
Eagle Bluffs Wealth Management LLC History Added to 200,319 14,559 5.9% 5.62% 107 +7,333 3.8% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 198,760 14,445 0.25% — 108 +198,760 New Q4 2025 Feb 19, 2026
MML INVESTORS SERVICES, LLC History Added to 197,719 14,370 0.04% 0.03% 109 +5,153 2.68% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 195,381 14,200 0.02% 0.02% 110 -13,825 -6.61% Q4 2025 Feb 18, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 192,531 13,993 1.52% 1.42% 111 +10,066 5.52% Q4 2025 Jan 26, 2026
COURIER CAPITAL LLC History Added to 191,734 13,935 0.78% 0.69% 112 +13,029 7.29% Q4 2025 Jan 29, 2026
MAI Capital Management History Added to 191,209 13,897 0.08% 0.08% 113 +4,366 2.34% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 189,121 13,745 0.01% 0.02% 114 -49,708 -20.81% Q4 2025 Feb 17, 2026
Townsend & Associates, Inc History Reduced 170,075 13,138 1.17% 1.14% 115 -337 -0.2% Q4 2025 Jan 26, 2026
State of Wyoming History Added to 173,396 12,602 1.38% 1.31% 116 +3,265 1.92% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Added to 173,018 12,575 0.45% 0.43% 117 +5,587 3.34% Q4 2025 Jan 27, 2026
FLC Capital Advisors History Added to 168,605 12,254 2.26% 2.11% 118 +7,529 4.67% Q4 2025 Feb 11, 2026
Federation des caisses Desjardins du Quebec History Added to 166,390 12,093 0.05% 0.04% 119 +15,341 10.16% Q4 2025 Feb 12, 2026
PECAUT & CO. History Added to 158,364 11,509 3.71% 3.22% 120 +9,862 6.64% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 158,197 11,497 0.04% 0.05% 121 +4,087 2.65% Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Reduced 156,085 11,344 0.0% 0.0% 122 -664 -0.42% Q4 2025 Feb 12, 2026
CENTRAL BANK & TRUST CO History Reduced 151,517 11,012 1.7% 1.64% 123 -2,869 -1.86% Q4 2025 Jan 09, 2026
Bare Financial Services, Inc History Reduced 147,388 10,712 2.98% 2.98% 124 -454 -0.31% Q4 2025 Feb 06, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 144,478 10,500 1.49% 1.39% 125 +1,798 1.26% Q4 2025 Jan 14, 2026
Darwin Wealth Management, LLC History Added to 143,571 10,434 3.24% 3.02% 126 +2,968 2.11% Q4 2025 Jan 22, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 143,444 10,425 0.5% 0.97% 127 -63,059 -30.54% Q4 2025 Feb 12, 2026
SlateStone Wealth, LLC History Added to 141,513 10,285 0.86% 0.78% 128 +8,870 6.69% Q4 2025 Feb 11, 2026
Private Advisor Group, LLC History Added to 140,557 10,215 0.05% 0.05% 129 +4,008 2.94% Q4 2025 Feb 17, 2026
Employees Retirement System of Texas History New 137,000 9,957 0.08% — 130 +137,000 New Q4 2025 Feb 09, 2026
Prasad Wealth Partners, LLC History Reduced 135,432 9,843 2.63% 2.64% 131 -5,083 -3.62% Q4 2025 Jan 27, 2026
ATLAS CAPITAL ADVISORS INC. History New 135,339 9,836 1.1% — 132 +135,339 New Q4 2025 Feb 13, 2026
RAELIPSKIE PARTNERSHIP History Reduced 134,397 9,767 4.1% 3.95% 133 -1,685 -1.24% Q4 2025 Feb 04, 2026
Citizens Business Bank History Reduced 131,972 9,591 1.58% 1.49% 134 -611 -0.46% Q4 2025 Feb 02, 2026
Stratos Wealth Partners, LTD. History Added to 131,117 9,529 0.11% 0.1% 135 +7,621 6.17% Q4 2025 Jan 20, 2026
Nelson Capital Management, LLC History Reduced 129,229 9,392 1.1% 1.07% 136 -4,365 -3.27% Q4 2025 Feb 10, 2026
&PARTNERS History Reduced 127,412 9,259 0.05% 0.07% 137 -29,665 -18.89% Q4 2025 Feb 17, 2026
Black Swift Group, LLC History Reduced 126,171 9,170 1.53% 1.6% 138 -8,014 -5.97% Q4 2025 Feb 10, 2026
Wallington Asset Management, LLC History Added to 125,955 9,154 1.16% 1.1% 139 +10 0.01% Q4 2025 Jan 14, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 123,828 8,999 2.24% 2.15% 140 +119 0.1% Q4 2025 Jan 27, 2026
AGF MANAGEMENT LTD History Reduced 123,370 8,966 0.04% 0.09% 141 -168,603 -57.75% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 123,195 8,955 0.0% 0.0% 142 -34,200 -21.73% Q4 2025 Feb 09, 2026
REGIONS FINANCIAL CORP History New 122,763 8,922 0.06% — 143 +122,763 New Q4 2025 Jan 27, 2026
Financial Partners Group, Inc History Added to 111,535 8,902 1.03% 0.62% 144 +37,925 51.52% Q4 2025 Feb 03, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 121,587 8,836 0.03% 0.03% 145 +1,964 1.64% Q4 2025 Jan 30, 2026
Orion Porfolio Solutions, LLC History Reduced 121,492 8,830 0.06% 0.07% 146 -17,200 -12.4% Q4 2025 Feb 12, 2026
BIP Wealth, LLC History New 118,996 8,648 0.31% — 147 +118,996 New Q4 2025 Jan 21, 2026
Rockefeller Capital Management L.P. History Added to 118,997 8,648 0.02% 0.01% 148 +39,880 50.41% Q4 2025 Mar 16, 2026
1 NORTH WEALTH SERVICES LLC History Added to 116,689 8,480 2.98% 3.17% 149 +1,972 1.72% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Reduced 115,775 8,414 0.3% 0.33% 150 -17,914 -13.4% Q4 2025 Jan 15, 2026
Intelligence Driven Advisers, LLC History Reduced 115,224 8,374 1.2% 1.08% 151 -646 -0.56% Q4 2025 Jan 23, 2026
Fortis Capital Advisors, LLC History Added to 114,948 8,354 1.23% 1.17% 152 +5,253 4.79% Q4 2025 Jan 27, 2026
5th Street Advisors, LLC History Added to 114,637 8,331 3.89% 3.29% 153 +16,217 16.48% Q4 2025 Jan 30, 2026
Zhang Financial LLC History Added to 113,675 8,261 0.31% 0.31% 154 +795 0.7% Q4 2025 Feb 10, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 111,653 8,115 0.75% 0.69% 155 +5,511 5.19% Q4 2025 Jan 12, 2026
Blue Trust, Inc. History Added to 109,317 7,945 0.09% 0.08% 156 +1,219 1.13% Q4 2025 Jan 16, 2026
Ironsides Asset Advisors, LLC History Added to 108,671 7,898 2.0% 1.82% 157 +4,032 3.85% Q4 2025 Feb 12, 2026
REDW Wealth LLC History Reduced 108,439 7,881 3.0% 2.8% 158 -1,410 -1.28% Q4 2025 Jan 28, 2026
Randall & Associates Wealth Management History Reduced 107,461 7,810 5.41% 5.59% 159 -6,547 -5.74% Q4 2025 Jan 14, 2026
Pekin Hardy Strauss, Inc. History Added to 107,108 7,784 0.72% 0.7% 160 +3,502 3.38% Q4 2025 Jan 30, 2026
Plum Street Advisors, LLC History Added to 106,951 7,773 2.77% 2.64% 161 +5,790 5.72% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Reduced 106,680 7,753 0.57% 0.62% 162 -9,906 -8.5% Q4 2025 Jan 20, 2026
CIBC WORLD MARKET INC. History Reduced 106,291 7,725 0.01% 0.01% 163 -118 -0.11% Q4 2025 Feb 10, 2026
OneDigital Investment Advisors LLC History Reduced 105,076 7,636 0.07% 0.08% 164 -5,022 -4.56% Q4 2025 Feb 13, 2026
Grey Ledge Advisors, LLC History Added to 102,417 7,443 1.68% 1.55% 165 +1,025 1.01% Q4 2025 Feb 05, 2026
MBL Wealth, LLC History Added to 101,846 7,402 0.59% 0.6% 166 +332 0.33% Q4 2025 Jan 21, 2026
Forthright Family Wealth Advisory LLC History Added to 101,354 7,366 4.63% 4.08% 167 +2,926 2.97% Q4 2025 Feb 23, 2026
LARCH CAPITAL PARTNERS LLC History New 100,651 7,315 1.0% — 168 +100,651 New Q4 2025 Feb 20, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 100,088 7,274 0.02% 0.02% 169 -535 -0.53% Q4 2025 Feb 05, 2026
Snowden Capital Advisors LLC History Reduced 97,738 7,103 0.18% 0.19% 170 -4,506 -4.41% Q4 2025 Feb 17, 2026
Matthew Goff Investment Advisor, LLC History Reduced 97,387 7,078 1.25% 1.17% 171 -4,441 -4.36% Q4 2025 Jan 14, 2026
High Note Wealth, LLC History Added to 96,332 7,001 1.37% 1.26% 172 +3,456 3.72% Q4 2025 Feb 05, 2026
Fortis Advisors, LLC History Reduced 94,342 6,856 3.72% 3.66% 173 -1,965 -2.04% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 93,299 6,786 0.09% 0.09% 174 -11,260 -10.77% Q4 2025 Jan 23, 2026
EWA, LLC History Added to 92,557 6,727 1.64% 1.63% 175 +5,184 5.93% Q4 2025 Feb 03, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 92,461 6,720 0.87% 0.94% 176 -5,966 -6.06% Q4 2025 Feb 04, 2026
Financiere des Professionnels - Fonds d'investissement inc. History New 92,000 6,686 0.38% — 177 +92,000 New Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Reduced 91,069 6,618 0.12% 0.14% 178 -8,251 -8.31% Q4 2025 Jan 16, 2026
Sterling Investment Counsel, LLC History Reduced 89,859 6,530 1.87% 1.95% 179 -169 -0.19% Q4 2025 Jan 27, 2026
Sound Stewardship, LLC History Added to 88,712 6,447 3.09% 2.81% 180 +1,808 2.08% Q4 2025 Jan 30, 2026
NKCFO LLC History No change 88,100 6,403 1.85% 1.79% 181 0 0.0% Q4 2025 Feb 02, 2026
Colonial Trust Advisors History Added to 87,442 6,355 0.48% 0.43% 182 +5,641 6.9% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Reduced 86,218 6,266 0.14% 0.13% 183 -981 -1.13% Q4 2025 Feb 04, 2026
Fiduciary Alliance LLC History Added to 86,000 6,250 0.41% 0.36% 184 +5,330 6.61% Q4 2025 Jan 22, 2026
Van Hulzen Asset Management, LLC History Added to 83,530 6,070 0.45% 0.4% 185 +2,855 3.54% Q4 2025 Feb 06, 2026
Waterloo Capital, L.P. History New 83,305 6,054 0.44% — 186 +83,305 New Q4 2025 Feb 10, 2026
Kraft, Davis & Associates, LLC History Added to 77,177 5,877 1.32% 1.29% 187 +252 0.33% Q4 2025 Jan 14, 2026
PARK AVENUE SECURITIES LLC History Reduced 80,716 5,866 0.05% 0.04% 188 -1,559 -1.89% Q4 2025 Jan 05, 2026
Noble Family Wealth, LLC History Added to 80,486 5,849 1.23% 1.09% 189 +7,141 9.74% Q4 2025 Jan 07, 2026
Norway Savings Bank History Reduced 78,422 5,699 2.64% 2.59% 190 -768 -0.97% Q4 2025 Jan 08, 2026
Envision Financial LLC History Added to 77,996 5,668 3.0% 2.84% 191 +4,664 6.36% Q4 2025 Jan 07, 2026
NorthRock Partners, LLC History Added to 77,905 5,662 0.1% 0.09% 192 +613 0.79% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History Reduced 77,844 5,657 0.17% 0.18% 193 -2,500 -3.11% Q4 2025 Feb 19, 2026
Eley Financial Management, Inc History Added to 76,946 5,592 2.01% 1.83% 194 +1,767 2.35% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Reduced 76,724 5,576 0.11% 0.2% 195 -73,561 -48.95% Q4 2025 Feb 17, 2026
Heck Capital Advisors, LLC History Reduced 76,479 5,558 0.41% 0.85% 196 -86,882 -53.18% Q4 2025 Jan 16, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History New 75,850 5,526 0.04% — 197 +75,850 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 75,595 5,494 0.06% 0.01% 198 +65,384 640.33% Q4 2025 Jan 29, 2026
Sierra Capital LLC History Added to 75,419 5,481 0.58% 0.56% 199 +323 0.43% Q4 2025 Feb 18, 2026
CAMDEN NATIONAL BANK History Added to 75,235 5,468 0.75% 0.63% 200 +8,126 12.11% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History Added to 74,905 5,444 0.3% 0.27% 201 +4,171 5.9% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 74,056 5,382 0.0% 0.0% 202 +14,034 23.38% Q4 2025 Feb 17, 2026
VALLEY NATIONAL ADVISERS INC History Added to 74,026 5,380 0.75% 0.7% 203 +7,362 11.04% Q4 2025 Jan 23, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 73,849 5,367 0.17% 0.18% 204 -7,670 -9.41% Q4 2025 Jan 30, 2026
Ullmann Wealth Partners Group, LLC History Reduced 73,764 5,329 0.55% 1.15% 205 -82,235 -52.72% Q4 2025 Feb 12, 2026
Bernard Wealth Management Corp. History Added to 73,183 5,318 2.16% 2.0% 206 +2,279 3.21% Q4 2025 Jan 15, 2026
Fortitude Family Office, LLC History Added to 73,146 5,316 1.24% 1.22% 207 +5,857 8.7% Q4 2025 Jan 15, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 72,846 5,294 0.45% 0.36% 208 +36,658 101.3% Q4 2025 Feb 11, 2026
Retirement Planning Group, LLC History Reduced 72,646 5,279 0.17% 0.17% 209 -1,173 -1.59% Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 72,064 5,237 0.83% 0.76% 210 -727 -1.0% Q4 2025 Jan 09, 2026
Myriad Asset Management US LP History New 71,830 5,220 8.74% — 211 +71,830 New Q4 2025 Jan 20, 2026
McIlrath & Eck, LLC History Reduced 70,111 5,095 0.47% 1.28% 212 -113,545 -61.82% Q4 2025 Feb 03, 2026
Tidal Investments LLC History Reduced 69,640 5,061 0.01% 0.03% 213 -143,652 -67.35% Q4 2025 Feb 13, 2026
Foundry Financial Group, Inc. History Reduced 69,588 5,057 2.53% 2.48% 214 -515 -0.73% Q4 2025 Feb 04, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 69,335 5,039 3.76% 3.75% 215 +959 1.4% Q4 2025 Feb 10, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 67,722 4,922 1.8% 1.58% 216 +3,423 5.32% Q4 2025 Jan 21, 2026
Greykasell Wealth Strategies, Inc. History Added to 67,016 4,870 1.92% 1.81% 217 +3,323 5.22% Q4 2025 Feb 11, 2026
IHT Wealth Management, LLC History Reduced 65,748 4,778 0.12% 0.12% 218 -1,983 -2.93% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Reduced 65,624 4,769 0.09% 0.09% 219 -983 -1.48% Q4 2025 Feb 03, 2026
Inlight Wealth Management, LLC History Added to 65,355 4,750 1.74% 1.02% 220 +33,259 103.62% Q4 2025 Jan 23, 2026
SYON CAPITAL LLC History Reduced 65,341 4,748 0.24% 0.24% 221 -1,117 -1.68% Q4 2025 Feb 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 65,321 4,747 0.04% 0.04% 222 -10,001 -13.28% Q4 2025 Feb 12, 2026
COMMERCE BANK History Added to 65,233 4,741 0.03% 0.02% 223 +330 0.51% Q4 2025 Feb 13, 2026
CORA CAPITAL ADVISORS LLC History Added to 64,905 4,717 1.84% 1.71% 224 +5,310 8.91% Q4 2025 Jan 28, 2026
McAdam, LLC History Added to 64,617 4,696 0.21% 0.2% 225 +3,711 6.09% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 64,359 4,677 0.01% 0.01% 226 -4,482 -6.51% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History Reduced 64,270 4,671 0.04% 0.05% 227 -9,288 -12.63% Q4 2025 Jan 26, 2026
Robertson Stephens Wealth Management, LLC History Reduced 63,695 4,629 0.12% 0.13% 228 -634 -0.99% Q4 2025 Feb 02, 2026
Atlas Legacy Advisors, LLC History Added to 62,715 4,558 0.8% 0.79% 229 +2,090 3.45% Q4 2025 Jan 29, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 62,300 4,528 0.15% 0.14% 230 +2,452 4.1% Q4 2025 Feb 13, 2026
Hyposwiss Advisors SA History New 61,850 4,495 4.41% — 231 +61,850 New Q4 2025 Feb 17, 2026
Midwest Professional Planners, LTD. History Added to 61,188 4,447 1.05% 0.84% 232 +9,991 19.51% Q4 2025 Feb 06, 2026
Gallacher Capital Management LLC History Added to 61,195 4,447 1.72% 1.63% 233 +111 0.18% Q4 2025 Feb 03, 2026
FRANKLIN RESOURCES INC History Reduced 61,093 4,440 0.0% 0.0% 234 -496 -0.81% Q4 2025 Feb 11, 2026
LVW Advisors, LLC History Added to 60,521 4,398 0.45% 0.41% 235 +372 0.62% Q4 2025 Jan 14, 2026
Crescent Grove Advisors, LLC History Added to 60,131 4,370 0.41% 0.35% 236 +6,068 11.22% Q4 2025 Feb 11, 2026
Savvy Advisors, Inc. History Added to 58,950 4,284 0.14% 0.18% 237 +1,597 2.78% Q4 2025 Jan 20, 2026
Galilei Investment Office LLP History No change 58,133 4,225 1.99% 1.89% 238 0 0.0% Q4 2025 Feb 11, 2026
Dynamic Wealth Strategies, LLC History Added to 57,561 4,183 2.49% 1.99% 239 +13,551 30.79% Q4 2025 Feb 04, 2026
Anson Capital, Inc. History Reduced 56,910 4,136 3.01% 3.14% 240 -5,085 -8.2% Q4 2025 Feb 04, 2026
Harvest Investment Advisors, LLC History New 56,497 4,106 2.33% — 241 +56,497 New Q4 2025 Feb 17, 2026
Colonial Trust Co / SC History Added to 56,383 4,097 0.55% 0.51% 242 +643 1.15% Q4 2025 Feb 12, 2026
Quent Capital, LLC History Reduced 55,941 4,065 0.29% 0.32% 243 -189 -0.34% Q4 2025 Jan 29, 2026
Wood Tarver Financial Group, LLC History Added to 55,839 4,058 1.14% 1.1% 244 +681 1.23% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Reduced 55,579 4,039 0.02% 0.02% 245 -5,574 -9.11% Q4 2025 Feb 13, 2026
SEI INVESTMENTS CO History Added to 54,953 3,993 0.0% 0.0% 246 +416 0.76% Q4 2025 Feb 13, 2026
Turim 21 Investimentos Ltda. History No change 54,372 3,951 1.53% 1.23% 247 0 0.0% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Added to 53,301 3,873 0.53% 0.47% 248 +3,634 7.32% Q4 2025 Feb 13, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 53,269 3,871 1.66% 1.68% 249 -1,788 -3.25% Q4 2025 Jan 26, 2026
Caldwell Trust Co History Added to 53,259 3,870 0.34% 0.3% 250 +6,375 13.6% Q4 2025 Jan 30, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 52,942 3,847 0.0% 0.0% 251 -251 -0.47% Q4 2025 Feb 17, 2026
Copia Wealth Management History Added to 52,867 3,842 2.75% 2.62% 252 +689 1.32% Q4 2025 Feb 06, 2026
Wealthfront Advisers LLC History Added to 52,777 3,835 0.01% 0.01% 253 +3,208 6.47% Q4 2025 Jan 30, 2026
Madrid Wealth Management, LLC History New 52,726 3,832 3.11% — 254 +52,726 New Q4 2025 Feb 02, 2026
Werba Rubin Papier Wealth Management History Reduced 51,748 3,761 1.02% 0.57% 255 -197 -0.38% Q4 2025 Jan 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 51,691 3,756 0.07% 0.07% 256 +3,070 6.31% Q4 2025 Jan 16, 2026
Legacy Financial Advisors, Inc. History Reduced 51,491 3,742 0.52% 0.5% 257 -2,333 -4.33% Q4 2025 Feb 04, 2026
M&T BANK CORP History Added to 51,260 3,725 0.01% 0.01% 258 +16,500 47.47% Q4 2025 Jan 30, 2026
Weitzel Financial Services, Inc. History Added to 49,897 3,713 1.44% 1.39% 259 +8 0.02% Q4 2025 Feb 03, 2026
ARQ WEALTH ADVISORS, LLC History Added to 50,660 3,681 0.99% 0.98% 260 +1,491 3.03% Q4 2025 Feb 09, 2026
Gold Investment Management Ltd. History Reduced 50,602 3,677 1.17% 1.16% 261 -691 -1.35% Q4 2025 Jan 28, 2026
Security Financial Services, INC. History Added to 50,433 3,665 0.58% 0.44% 262 +10,242 25.48% Q4 2025 Jan 27, 2026
WHITTIER TRUST CO History Added to 48,073 3,664 0.04% 0.04% 263 +3,320 7.42% Q4 2025 Jan 26, 2026
CBIZ Investment Advisory Services, LLC History Reduced 50,307 3,656 0.14% 0.14% 264 -1,747 -3.36% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 50,042 3,637 0.06% 0.01% 265 +40,832 443.34% Q4 2025 Feb 06, 2026
WMS Group LLC History New 49,796 3,619 4.6% — 266 +49,796 New Q4 2025 Mar 03, 2026
Vertex Planning Partners, LLC History Added to 49,125 3,570 0.83% 0.63% 267 +334 0.68% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 48,499 3,524 0.02% — 268 +48,499 New Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History New 48,058 3,492 0.48% — 269 +48,058 New Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History Reduced 47,516 3,453 0.12% 0.14% 270 -10,957 -18.74% Q4 2025 Feb 17, 2026
MERIDIAN MANAGEMENT CO History No change 47,470 3,450 0.85% 0.86% 271 0 0.0% Q4 2025 Feb 10, 2026
Denver PWM, LLC History No change 54,637 3,449 1.15% 1.08% 272 0 0.0% Q4 2025 Feb 11, 2026
Live Oak Investment Partners History Added to 47,294 3,437 2.11% 1.79% 273 +7,297 18.24% Q4 2025 Jan 29, 2026
MEITAV INVESTMENT HOUSE LTD History No change 46,933 3,411 0.04% 0.04% 274 0 0.0% Q4 2025 Feb 10, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 46,933 3,411 3.54% 3.16% 275 0 0.0% Q4 2025 Feb 11, 2026
Principia Wealth Advisory, LLC History Reduced 46,870 3,406 2.13% 2.63% 276 -9,576 -16.96% Q4 2025 Feb 10, 2026
Birchcreek Wealth Management, LLC History Added to 46,335 3,367 1.65% 1.44% 277 +5,029 12.17% Q4 2025 Jan 16, 2026
AlphaCore Capital LLC History Reduced 45,895 3,335 0.07% 0.12% 278 -5,318 -10.38% Q4 2025 Feb 05, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 45,814 3,329 0.25% 0.22% 279 +3,243 7.62% Q4 2025 Feb 04, 2026
Arbor Investment Advisors, LLC History Added to 45,052 3,274 0.43% 0.33% 280 +6,807 17.8% Q4 2025 Jan 23, 2026
Powerhouse Assets LLC History New 44,909 3,263 2.87% — 281 +44,909 New Q4 2025 Jan 15, 2026
MARYLAND CAPITAL ADVISORS INC. History Added to 44,735 3,251 1.1% 1.08% 282 +225 0.51% Q4 2025 Jan 20, 2026
Pathstone Holdings, LLC History New 44,684 3,247 0.01% — 283 +44,684 New Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 44,418 3,228 0.07% 0.07% 284 -3,680 -7.65% Q4 2025 Feb 18, 2026
COMERICA BANK History Added to 43,693 3,175 0.01% 0.01% 285 +366 0.84% Q4 2025 Jan 29, 2026
Analyst IMS Investment Management Services Ltd. History No change 43,530 3,164 0.09% 0.09% 286 0 0.0% Q4 2025 Jan 20, 2026
PALLADIEM, LLC History New 43,118 3,136 2.97% — 287 +43,118 New Q4 2025 Feb 11, 2026
Strategic Blueprint, LLC History Reduced 42,402 3,081 0.18% 0.49% 288 -125,464 -74.74% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Added to 42,205 3,067 0.02% 0.02% 289 +209 0.5% Q4 2025 Jan 28, 2026
Quantinno Capital Management LP History Added to 42,082 3,058 0.01% 0.0% 290 +30,577 265.77% Q4 2025 Feb 17, 2026
Ridgeline Wealth Planning, LLC History Added to 41,818 3,039 2.17% 2.1% 291 +431 1.04% Q4 2025 Feb 03, 2026
Quadrature Capital Ltd History New 41,664 3,028 0.03% — 292 +41,664 New Q4 2025 Feb 17, 2026
Gateway Wealth Partners, LLC History New 41,624 3,025 0.34% — 293 +41,624 New Q4 2025 Feb 11, 2026
Affinity Capital Advisors, LLC History Reduced 41,570 3,021 0.42% 0.54% 294 -10,206 -19.71% Q4 2025 Jan 09, 2026
Community Bank, N.A. History Reduced 41,500 3,016 0.36% 0.34% 296 -466 -1.11% Q4 2025 Feb 04, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 41,502 3,016 0.42% 0.39% 295 -315 -0.75% Q4 2025 Jan 26, 2026
Versant Capital Management, Inc History Added to 41,036 2,982 0.37% 0.38% 297 +212 0.52% Q4 2025 Jan 08, 2026
Silverleafe Capital Partners, LLC History Added to 40,948 2,976 0.88% 0.84% 298 +58 0.14% Q4 2025 Jan 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 38,986 2,971 0.0% 0.0% 299 +4,968 14.6% Q4 2025 Jan 08, 2026
Farrell Financial LLC History Added to 40,884 2,971 1.75% 1.69% 300 +957 2.4% Q4 2025 Jan 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 40,671 2,955 0.02% 0.02% 301 -72 -0.18% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Reduced 40,534 2,946 0.1% 0.11% 302 -3,968 -8.92% Q4 2025 Jan 13, 2026
UNITED BANK History Reduced 39,977 2,905 0.38% 5.82% 303 -683,323 -94.47% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History Added to 39,978 2,905 0.01% 0.01% 304 +315 0.79% Q4 2025 Feb 17, 2026
Bigelow Investment Advisors, LLC History Added to 39,705 2,885 1.13% 1.02% 305 +2,252 6.01% Q4 2025 Jan 28, 2026
Catalyst Investment Management LLC History New 39,544 2,874 2.72% — 306 +39,544 New Q4 2025 Feb 20, 2026
PFG Advisors History Added to 38,879 2,825 0.14% 0.1% 307 +2,856 7.93% Q4 2025 Jan 27, 2026
Cordoba Advisory Partners LLC History New 38,710 2,813 0.7% — 308 +38,710 New Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 38,506 2,798 0.0% 0.0% 309 -72,784 -65.4% Q4 2025 Feb 10, 2026
Clal Insurance Enterprises Holdings Ltd History No change 38,290 2,783 0.02% 0.02% 310 0 0.0% Q4 2025 Feb 13, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 38,230 2,778 1.65% 1.4% 312 +7,315 23.66% Q4 2025 Feb 17, 2026
FIRST FINANCIAL CORP /IN/ History No change 38,236 2,778 1.05% 1.01% 311 0 0.0% Q4 2025 Jan 13, 2026
DEUTSCHE BANK AG\ History No change 37,656 2,736 0.0% 0.0% 313 0 0.0% Q4 2025 Feb 11, 2026
Trek Financial, LLC History Reduced 37,635 2,735 0.16% 0.15% 314 -493 -1.29% Q4 2025 Feb 04, 2026
J. Mark Nickell & Co. History New 37,609 2,733 2.52% — 315 +37,609 New Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 36,382 2,644 0.05% 0.02% 316 +22,777 167.42% Q4 2025 Feb 03, 2026
Hirtle Callaghan & Co LLC History Reduced 36,171 2,628 0.09% 0.1% 317 -5,038 -12.23% Q4 2025 Feb 04, 2026
SOL Capital Management CO History Reduced 35,955 2,613 0.23% 0.22% 318 -360 -0.99% Q4 2025 Jan 30, 2026
Eaton Financial Holdings Company, LLC History No change 35,800 2,601 0.7% 0.68% 319 0 0.0% Q4 2025 Feb 09, 2026
FMR LLC History Added to 35,521 2,581 0.0% 0.0% 320 +4,526 14.6% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 35,230 2,560 0.02% 0.02% 321 -1,687 -4.57% Q4 2025 Feb 17, 2026
Beckerman Institutional, LLC History Added to 33,994 2,470 1.39% 1.28% 323 +1,909 5.95% Q4 2025 Feb 10, 2026
MA Private Wealth History No change 33,995 2,470 0.41% 0.39% 322 0 0.0% Q4 2025 Feb 03, 2026
Trajan Wealth LLC History Added to 33,958 2,468 0.1% 0.09% 325 +2,232 7.04% Q4 2025 Feb 06, 2026
WT Wealth Management History Reduced 33,970 2,468 0.71% 0.67% 324 -653 -1.89% Q4 2025 Feb 02, 2026
INTEGRITY ALLIANCE, LLC. History Added to 33,649 2,445 0.09% 0.1% 326 +3,609 12.01% Q4 2025 Feb 09, 2026
Tradewinds, LLC. History Reduced 33,322 2,421 0.58% 0.56% 327 -821 -2.4% Q4 2025 Feb 13, 2026
Smith Thornton Advisors LLC History Added to 33,006 2,398 1.22% 1.15% 329 +602 1.86% Q4 2025 Jan 14, 2026
Passive Capital Management, LLC. History No change 33,000 2,398 0.75% 0.73% 328 0 0.0% Q4 2025 Feb 05, 2026
JT Stratford LLC History Added to 32,939 2,394 0.31% 0.29% 330 +330 1.01% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History New 32,791 2,383 0.05% — 331 +32,791 New Q4 2025 Feb 11, 2026
NTV ASSET MANAGEMENT LLC History Reduced 32,749 2,380 0.25% 0.25% 332 -1,135 -3.35% Q4 2025 Jan 20, 2026
D.A. DAVIDSON & CO. History Added to 32,449 2,358 0.01% 0.01% 333 +3,630 12.6% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Reduced 32,235 2,342 0.11% 0.16% 334 -17,734 -35.49% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History Added to 32,041 2,328 0.41% 0.56% 335 +5,815 22.17% Q4 2025 Jan 26, 2026
Quadcap Wealth Management, LLC History Reduced 31,932 2,312 0.26% 0.26% 336 -822 -2.51% Q4 2025 Jan 29, 2026
Relyea Zuckerberg Hanson LLC History Reduced 31,446 2,285 0.23% 0.23% 337 -492 -1.54% Q4 2025 Jan 20, 2026
Regency Capital Management Inc.\DE History New 30,876 2,244 0.93% — 338 +30,876 New Q4 2025 Feb 11, 2026
Beacon Pointe Advisors, LLC History Added to 30,775 2,236 0.02% 0.01% 339 +19,274 167.59% Q4 2025 Feb 18, 2026
Keebeck Wealth Management History Reduced 30,535 2,219 0.26% 0.26% 340 -1,641 -5.1% Q4 2025 Feb 17, 2026
One Wealth Advisors, LLC History Reduced 30,517 2,217 0.27% 0.28% 341 -2,514 -7.61% Q4 2025 Feb 02, 2026
LEUTHOLD GROUP, LLC History Reduced 29,743 2,161 0.23% 0.24% 342 -3,290 -9.96% Q4 2025 Feb 05, 2026
Fusion Family Wealth, LLC History No change 29,607 2,151 0.16% 0.15% 343 0 0.0% Q4 2025 Feb 04, 2026
Daybright Advisory Services, Inc. History New 29,278 2,127 0.57% — 344 +29,278 New Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 29,021 2,109 0.03% 0.02% 345 +8,195 39.35% Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Reduced 28,697 2,085 0.07% 0.06% 346 -160 -0.55% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 28,546 2,074 0.08% 0.07% 347 +611 2.19% Q4 2025 Feb 06, 2026
Antonelli Financial Advisors, LLC History Added to 28,237 2,052 1.35% 0.17% 348 +24,473 650.19% Q4 2025 Jan 27, 2026
Coastal Bridge Advisors, LLC History Added to 28,151 2,045 0.15% 0.1% 349 +9,538 51.24% Q4 2025 Feb 18, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 28,017 2,036 0.1% 0.05% 350 +10,725 62.02% Q4 2025 Jan 21, 2026
First Bank & Trust History No change 27,895 2,027 0.33% 0.32% 351 0 0.0% Q4 2025 Jan 12, 2026
Capital Advantage, Inc. History Added to 27,885 2,026 0.27% 0.19% 352 +9,086 48.33% Q4 2025 Jan 07, 2026
EQ LLC History Reduced 27,855 2,024 0.58% 0.64% 353 -16 -0.06% Q4 2025 Feb 10, 2026
Fort Point Capital Partners LLC History Added to 25,931 2,003 0.22% 0.2% 354 +733 2.91% Q4 2025 Feb 13, 2026
KICKSTAND VENTURES, LLC. History Reduced 27,493 1,998 0.42% 0.41% 355 -122 -0.44% Q4 2025 Jan 29, 2026
Sovran Advisors, LLC History Added to 25,722 1,987 0.17% 0.16% 356 +180 0.7% Q4 2025 Jan 20, 2026
SeaBridge Investment Advisors LLC History No change 27,071 1,967 0.32% 0.3% 357 0 0.0% Q4 2025 Jan 26, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 26,992 1,961 0.48% 0.46% 358 -198 -0.73% Q4 2025 Feb 09, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Added to 26,835 1,950 0.52% 0.5% 359 +82 0.31% Q4 2025 Feb 11, 2026
Clear Harbor Asset Management, LLC History Added to 26,737 1,943 0.13% 0.12% 360 +879 3.4% Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Reduced 26,197 1,904 0.07% 0.07% 361 -475 -1.78% Q4 2025 Feb 04, 2026
Savant Capital, LLC History Added to 25,725 1,869 0.01% 0.01% 362 +135 0.53% Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Reduced 24,960 1,814 0.03% 0.03% 363 -2,251 -8.27% Q4 2025 Feb 11, 2026
Horst & Graben Wealth Management LLC History Reduced 24,118 1,752 0.26% 0.25% 364 -200 -0.82% Q4 2025 Jan 27, 2026
Cresset Asset Management, LLC History Added to 24,025 1,746 0.01% 0.01% 365 +188 0.79% Q4 2025 Feb 17, 2026
Provident Wealth Management, LLC History Added to 23,693 1,722 0.51% 0.45% 366 +1,812 8.28% Q4 2025 Jan 28, 2026
CreativeOne Wealth, LLC History Reduced 23,666 1,720 0.04% 0.05% 367 -5,555 -19.01% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Reduced 23,579 1,713 0.04% 0.04% 368 -2,815 -10.67% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History Reduced 23,231 1,688 0.03% 0.04% 369 -1,094 -4.5% Q4 2025 Feb 09, 2026
Atria Investments, Inc History Reduced 23,209 1,686 0.02% 0.02% 370 -232 -0.99% Q4 2025 Feb 05, 2026
Balance Wealth, LLC History Added to 22,498 1,635 0.52% 0.37% 371 +528 2.4% Q4 2025 Jan 21, 2026
Empower Advisory Group, LLC History Added to 22,369 1,625 0.0% 0.0% 372 +5,678 34.02% Q4 2025 Feb 12, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 22,312 1,621 0.51% 0.49% 373 +399 1.82% Q4 2025 Jan 12, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History New 22,270 1,618 0.73% — 375 +22,270 New Q4 2025 Feb 10, 2026
QUARRY HILL ADVISORS, LLC History Added to 22,276 1,618 0.75% 0.76% 374 +328 1.49% Q4 2025 Jan 26, 2026
Goldenstone Wealth Management LLC History New 21,730 1,579 1.18% — 376 +21,730 New Q4 2025 Feb 06, 2026
Apella Capital, LLC History Added to 21,692 1,576 0.03% 0.03% 377 +101 0.47% Q4 2025 Jan 21, 2026
Anchor Investment Management, LLC History No change 21,525 1,564 0.13% 0.12% 378 0 0.0% Q4 2025 Feb 26, 2026
J.W. COLE ADVISORS, INC. History New 21,664 1,559 0.04% — 379 +21,664 New Q4 2025 Feb 11, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 21,463 1,559 0.33% 0.48% 380 +497 2.37% Q4 2025 Feb 12, 2026
Strathmore Capital Advisors, Inc. History Reduced 21,413 1,556 0.51% 0.6% 381 -339 -1.56% Q4 2025 Feb 13, 2026
Advocate Investing Services LLC History New 21,272 1,546 1.38% — 382 +21,272 New Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History No change 20,900 1,519 0.05% 0.04% 383 0 0.0% Q4 2025 Feb 10, 2026
Bestgate Wealth Advisors, LLC History Added to 20,892 1,518 2.67% 2.48% 384 +72 0.35% Q4 2025 Jan 16, 2026
Asset Dedication, LLC History Reduced 20,643 1,500 0.1% 0.1% 385 -873 -4.06% Q4 2025 Jan 26, 2026
Perennial Investment Advisors, LLC History Reduced 20,560 1,494 0.12% 0.12% 386 -165 -0.8% Q4 2025 Feb 17, 2026
Columbus Macro, LLC History New 20,204 1,468 0.16% — 387 +20,204 New Q4 2025 Jan 15, 2026
Caprock Group, LLC History Added to 19,765 1,436 0.03% 0.03% 388 +47 0.24% Q4 2025 Jan 28, 2026
Orgel Wealth Management, LLC History Reduced 19,739 1,434 0.03% 0.03% 389 -165 -0.83% Q4 2025 Jan 07, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 19,686 1,430 0.0% 0.0% 390 +4,709 31.44% Q4 2025 Feb 17, 2026
Marietta Wealth Management, LLC History No change 19,563 1,421 0.16% 0.16% 391 0 0.0% Q4 2025 Jan 28, 2026
Spectrum Planning & Advisory Services Inc. History Added to 19,499 1,417 0.73% 0.73% 392 +232 1.2% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Added to 19,312 1,406 0.02% 0.02% 393 +72 0.37% Q4 2025 Feb 09, 2026
AMG National Trust Bank History Added to 19,011 1,381 0.03% 0.03% 394 +210 1.12% Q4 2025 Jan 30, 2026
Icon Wealth Advisors, LLC History Reduced 18,998 1,380 0.09% 0.09% 395 -557 -2.85% Q4 2025 Feb 13, 2026
Campion Asset Management History Reduced 18,851 1,370 0.95% 0.91% 396 -168 -0.88% Q4 2025 Feb 17, 2026
Stelac Advisory Services LLC History Reduced 18,620 1,353 0.48% 0.68% 397 -10,692 -36.48% Q4 2025 Feb 12, 2026
Hegarty Advisors, LLC History New 18,603 1,351 1.17% — 398 +18,603 New Q4 2025 Jan 29, 2026
OPPENHEIMER & CO INC History Added to 18,217 1,324 0.02% 0.0% 399 +12,499 218.59% Q4 2025 Feb 02, 2026
Venturi Wealth Management, LLC History Reduced 18,093 1,314 0.06% 0.06% 400 -103 -0.57% Q4 2025 Jan 22, 2026
ERn Financial, LLC History Reduced 17,982 1,306 0.25% 0.24% 401 -33 -0.18% Q4 2025 Jan 15, 2026
ORG Wealth Partners, LLC History Added to 17,953 1,304 0.31% 0.23% 402 +1,789 11.07% Q4 2025 Jan 14, 2026
CFS Investment Advisory Services, LLC History Reduced 17,748 1,289 0.09% 0.1% 403 -609 -3.32% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Reduced 17,438 1,267 0.01% 0.01% 404 -367 -2.06% Q4 2025 Feb 17, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 17,427 1,266 0.44% 0.77% 405 -13,693 -44.0% Q4 2025 Jan 27, 2026
REGIMEN WEALTH, LLC History Reduced 17,291 1,256 0.37% 0.36% 406 -565 -3.16% Q4 2025 Feb 09, 2026
MinichMacGregor Wealth Management, LLC History New 17,090 1,242 0.23% — 407 +17,090 New Q4 2025 Feb 17, 2026
Wealthcare Capital Partners, LLC History Added to 17,035 1,238 0.58% 0.53% 408 +37 0.22% Q4 2025 Jan 14, 2026
Wright Wealth LLC History New 16,976 1,233 0.8% — 409 +16,976 New Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Added to 16,876 1,226 0.06% 0.05% 410 +3,934 30.4% Q4 2025 Feb 11, 2026
FINANCIAL LIFE ADVISORS History Reduced 16,818 1,222 0.38% 0.59% 411 -10,550 -38.55% Q4 2025 Jan 30, 2026
Indiana Trust & Investment Management Co History No change 16,750 1,217 0.36% 0.34% 412 0 0.0% Q4 2025 Jan 21, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Reduced 16,600 1,206 0.01% 0.02% 413 -24,400 -59.51% Q4 2025 Feb 04, 2026
Aptus Capital Advisors, LLC History Added to 16,410 1,192 0.01% 0.01% 414 +406 2.54% Q4 2025 Feb 13, 2026
ShoreHaven Wealth Partners, LLC History Reduced 16,237 1,180 0.42% 0.44% 415 -1,489 -8.4% Q4 2025 Feb 10, 2026
MEANS INVESTMENT CO., INC. History Reduced 16,056 1,166 0.1% 0.11% 416 -3,055 -15.99% Q4 2025 Jan 26, 2026
EP Wealth Advisors, LLC History New 16,042 1,165 0.01% — 417 +16,042 New Q4 2025 Feb 18, 2026
BESSEMER GROUP INC History Reduced 15,690 1,141 0.0% 0.0% 418 -1,166 -6.92% Q4 2025 Feb 05, 2026
Wedmont Private Capital History Added to 15,012 1,137 0.04% 0.03% 419 +1,691 12.69% Q4 2025 Jan 08, 2026
Summit Trail Advisors, LLC History No change 15,622 1,135 0.02% 0.01% 420 0 0.0% Q4 2025 Feb 17, 2026
TSA Wealth Managment LLC History Reduced 15,442 1,122 0.37% 0.38% 421 -1,103 -6.67% Q4 2025 Jan 22, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 15,339 1,114 0.01% 0.01% 422 +1,000 6.97% Q4 2025 Feb 09, 2026
KEYVANTAGE WEALTH, LLC History Reduced 15,271 1,109 0.47% 0.44% 423 -93 -0.61% Q4 2025 Feb 10, 2026
Willis Johnson & Associates, Inc. History Added to 15,206 1,105 0.07% 0.06% 424 +96 0.64% Q4 2025 Jan 22, 2026
Clark Capital Management Group, Inc. History New 15,202 1,104 0.01% — 425 +15,202 New Q4 2025 Feb 17, 2026
J2 Capital Management Inc History Reduced 15,146 1,100 0.8% 0.77% 426 -17 -0.11% Q4 2025 Jan 20, 2026
K.J. Harrison & Partners Inc History No change 15,000 1,090 0.14% 0.15% 427 0 0.0% Q4 2025 Feb 03, 2026
Financial Engines Advisors L.L.C. History Reduced 14,949 1,086 0.0% 0.0% 428 -609 -3.91% Q4 2025 Feb 12, 2026
Concorde Asset Management, LLC History Reduced 14,871 1,080 0.43% 0.43% 429 -170 -1.13% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 14,782 1,074 0.02% 0.02% 430 0 0.0% Q4 2025 Feb 13, 2026
Global Strategic Investment Solutions, LLC History Added to 14,758 1,072 0.1% 0.09% 432 +840 6.04% Q4 2025 Jan 29, 2026
Betterment LLC History Reduced 14,755 1,072 0.0% 0.0% 431 -231 -1.54% Q4 2025 Feb 12, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 14,707 1,068 0.06% 0.06% 433 -21 -0.14% Q4 2025 Jan 20, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 14,681 1,067 0.01% 0.0% 434 +4,644 46.27% Q4 2025 Feb 11, 2026
Clear Creek Financial Management, LLC History Reduced 14,686 1,067 0.09% 0.09% 435 -781 -5.05% Q4 2025 Jan 23, 2026
Gilbert & Cook, Inc. History No change 14,653 1,064 0.13% 0.13% 436 0 0.0% Q4 2025 Jan 07, 2026
EHRLICH FINANCIAL GROUP History Reduced 14,585 1,060 0.6% 0.67% 437 -2,159 -12.89% Q4 2025 Jan 06, 2026
Ascent Group, LLC History Reduced 14,482 1,052 0.04% 0.04% 439 -305 -2.06% Q4 2025 Jan 20, 2026
Interchange Capital Partners, LLC History Reduced 14,476 1,052 0.2% 0.19% 438 -255 -1.73% Q4 2025 Jan 30, 2026
Integrity Advisory Solutions, LLC History Added to 14,424 1,048 0.15% 0.13% 440 +2,053 16.6% Q4 2025 Feb 09, 2026
Williams & Novak, LLC History Reduced 14,410 1,047 0.79% 0.78% 441 -600 -4.0% Q4 2025 Feb 05, 2026
J.E. Simmons & Co., P.C. History New 14,315 1,040 0.67% — 442 +14,315 New Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 14,129 1,026 0.01% 0.01% 443 +694 5.17% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Reduced 14,064 1,022 0.02% 0.1% 444 -75,031 -84.21% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Reduced 14,020 1,018 0.03% 0.03% 445 -3,459 -19.79% Q4 2025 Jan 09, 2026
Parkside Financial Bank & Trust History Added to 13,870 1,008 0.08% 0.06% 446 +1,444 11.62% Q4 2025 Feb 13, 2026
Scarborough Advisors, LLC History Added to 13,576 986 0.17% 0.16% 447 +252 1.89% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 13,436 976 0.01% — 448 +13,436 New Q4 2025 Feb 18, 2026
Koshinski Asset Management, Inc. History Reduced 13,379 972 0.06% 0.06% 449 -474 -3.42% Q4 2025 Feb 03, 2026
Canal Capital Management, LLC History Added to 13,260 963 0.14% 0.12% 450 +1,148 9.48% Q4 2025 Jan 06, 2026
Claro Advisors Inc. History Reduced 12,667 920 0.13% 0.14% 451 -1,275 -9.15% Q4 2025 Feb 17, 2026
21 West Wealth Management LLC History Added to 12,565 913 0.83% 0.8% 452 +115 0.92% Q4 2025 Jan 13, 2026
Regal Investment Advisors LLC History Added to 12,510 909 0.05% 0.02% 453 +7,866 169.38% Q4 2025 Feb 17, 2026
FFT WEALTH MANAGEMENT LLC History No change 12,478 906 0.17% 0.15% 454 0 0.0% Q4 2025 Feb 09, 2026
Manhattan West Asset Management, LLC History Added to 12,444 904 0.19% 0.17% 455 +627 5.31% Q4 2025 Feb 02, 2026
Nicholas Hoffman & Company, LLC. History Added to 12,436 903 0.02% 0.02% 456 +799 6.87% Q4 2025 Feb 02, 2026
NVWM, LLC History Added to 12,368 898 0.2% 0.19% 457 +125 1.02% Q4 2025 Jan 20, 2026
MARSHALL WACE, LLP History Reduced 12,341 896 0.0% 0.01% 458 -167,059 -93.12% Q4 2025 Feb 13, 2026
CARDIFF PARK ADVISORS, LLC History Added to 12,300 893 0.07% 0.06% 459 +140 1.15% Q4 2025 Feb 17, 2026
LOOMIS SAYLES & CO L P History No change 12,250 890 0.0% 0.0% 460 0 0.0% Q4 2025 Feb 12, 2026
Breakwater Capital Group History Reduced 12,243 889 0.12% 0.12% 461 -196 -1.58% Q4 2025 Jan 09, 2026
KM Capital Management Ltd. History Reduced 12,195 886 0.45% 0.51% 462 -4,088 -25.11% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 12,158 883 0.02% 0.02% 463 +53 0.44% Q4 2025 Feb 05, 2026
BROWN ADVISORY INC History Reduced 12,138 882 0.0% 0.0% 464 -1,055 -8.0% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 12,099 879 0.04% 0.02% 465 +5,998 98.31% Q4 2025 Feb 09, 2026
STEPH & CO History Reduced 12,084 878 0.25% 0.26% 466 -650 -5.1% Q4 2025 Jan 23, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 12,092 878 0.09% 0.08% 467 -212 -1.72% Q4 2025 Jan 20, 2026
OLIO Financial Planning History No change 12,080 877 0.25% 0.24% 468 0 0.0% Q4 2025 Jan 21, 2026
BEACON FINANCIAL GROUP History New 12,048 875 0.09% — 469 +12,048 New Q4 2025 Apr 01, 2026
Winthrop Capital Management, LLC History Reduced 12,024 874 0.2% 0.2% 470 -62 -0.51% Q4 2025 Feb 10, 2026
Haverford Trust Co History Reduced 11,992 871 0.01% 0.01% 471 -718 -5.65% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History New 11,866 862 0.0% — 472 +11,866 New Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Added to 11,849 861 0.01% 0.01% 473 +1,959 19.81% Q4 2025 Feb 17, 2026
West Wealth Group, LLC History Reduced 11,426 830 0.17% 0.19% 474 -663 -5.48% Q4 2025 Jan 26, 2026
Prime Capital Investment Advisors, LLC History Reduced 11,160 811 0.01% 0.02% 476 -6,873 -38.11% Q4 2025 Jan 21, 2026
HANOVER ADVISORS INC History Added to 11,165 811 0.31% 0.28% 475 +523 4.91% Q4 2025 Feb 17, 2026
Marshall Financial Group, LLC History Reduced 11,137 809 0.16% 0.15% 477 -605 -5.15% Q4 2025 Jan 09, 2026
Summit Financial, LLC History Added to 11,100 806 0.01% 0.01% 478 +1,300 13.27% Q4 2025 Feb 13, 2026
W ADVISORS, LLC History No change 11,098 806 0.41% 0.39% 479 0 0.0% Q4 2025 Feb 13, 2026
Blue Zone Wealth Advisors, LLC History Added to 11,066 804 0.15% 0.15% 480 +260 2.41% Q4 2025 Jan 21, 2026
Brady Martz Wealth Solutions, LLC History Added to 11,059 803 0.14% 0.13% 481 +174 1.6% Q4 2025 Jan 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 10,838 787 0.04% 0.04% 482 0 0.0% Q4 2025 Feb 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 10,689 776 0.13% — 483 +10,689 New Q4 2025 Feb 18, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History New 10,656 774 0.0% — 484 +10,656 New Q4 2025 Feb 17, 2026
TFO Wealth Partners, LLC History No change 10,507 763 0.11% 0.12% 485 0 0.0% Q4 2025 Feb 05, 2026
High Falls Advisors, Inc History Reduced 10,482 761 0.15% 0.16% 486 -896 -7.87% Q4 2025 Feb 18, 2026
HARBOUR INVESTMENTS, INC. History Reduced 10,460 760 0.02% 0.02% 487 -2,108 -16.77% Q4 2025 Feb 09, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 10,405 756 0.41% 0.39% 488 +232 2.28% Q4 2025 Feb 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 10,334 751 0.08% 0.04% 489 +5,708 123.39% Q4 2025 Jan 20, 2026
NBT BANK N A /NY History Reduced 10,308 746 0.05% 0.05% 490 -565 -5.2% Q4 2025 Jan 23, 2026
NOVEM GROUP History Reduced 10,216 742 0.09% 0.1% 491 -1,925 -15.86% Q4 2025 Jan 27, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 10,198 741 0.0% 0.0% 492 -3,173 -23.73% Q4 2025 Feb 06, 2026
Bulwark Capital Corp History Added to 10,156 738 0.52% 0.21% 493 +6,082 149.29% Q4 2025 Jan 12, 2026
HORAN Wealth, LLC History Added to 10,090 733 0.11% 0.11% 494 +25 0.25% Q4 2025 Feb 04, 2026
Clearstead Advisors, LLC History Added to 9,983 725 0.01% 0.01% 495 +1,495 17.61% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History Reduced 9,866 717 0.13% 0.01% 496 -112 -1.12% Q4 2025 Mar 04, 2026
NATIXIS History New 9,819 715 0.0% — 497 +9,819 New Q4 2025 Feb 13, 2026
Uptown Financial Advisors LLC History Added to 9,730 707 0.51% 0.48% 498 +1,023 11.75% Q4 2025 Jan 23, 2026
CENTAURUS FINANCIAL, INC. History Reduced 9,714 706 0.03% 0.03% 499 -441 -4.34% Q4 2025 Feb 13, 2026
LiftPoint Family Wealth Advisors LLC History New 9,683 703 0.6% — 501 +9,683 New Q4 2025 Feb 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 9,680 703 0.04% 0.04% 500 +132 1.38% Q4 2025 Jan 26, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 9,573 695 0.04% 0.05% 502 -1,231 -11.39% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Reduced 9,536 693 0.01% 0.01% 503 -676 -6.62% Q4 2025 Jan 13, 2026
Cosner Financial Group, LLC History Reduced 9,546 693 0.35% 0.35% 504 -10 -0.1% Q4 2025 Jan 30, 2026
U.S. Capital Wealth Advisors, LLC History No change 9,473 688 0.02% 0.02% 505 0 0.0% Q4 2025 Jan 23, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 9,350 679 0.2% 0.2% 506 -159 -1.67% Q4 2025 Jan 23, 2026
Swisher Financial Concepts, Inc. History Reduced 9,306 676 0.38% 0.39% 507 -235 -2.46% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Reduced 9,295 675 0.01% 0.02% 508 -337 -3.5% Q4 2025 Feb 13, 2026
Telos Capital Management, Inc. History Reduced 9,259 672 0.06% 0.06% 509 -197 -2.08% Q4 2025 Jan 22, 2026
Keudell/Morrison Wealth Management History New 9,203 668 0.14% — 510 +9,203 New Q4 2025 Feb 06, 2026
Diversify Advisory Services, LLC History Added to 8,649 668 0.02% 0.02% 511 +60 0.7% Q4 2025 Jan 23, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 9,109 662 0.01% 0.01% 512 -16 -0.18% Q4 2025 Feb 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 9,031 656 0.18% 0.5% 513 -25,685 -73.99% Q4 2025 Feb 12, 2026
Austin Private Wealth, LLC History Reduced 9,004 654 0.05% 0.05% 515 -329 -3.53% Q4 2025 Jan 20, 2026
Neumann Capital Management, LLC History No change 9,000 654 0.19% 0.18% 514 0 0.0% Q4 2025 Jan 14, 2026
Richard W. Paul & Associates, LLC History Reduced 8,932 649 0.22% 0.25% 516 -1,793 -16.72% Q4 2025 Feb 12, 2026
NWF Advisory Services Inc. History Added to 8,903 647 0.07% 0.06% 517 +1,042 13.26% Q4 2025 Mar 03, 2026
RWA WEALTH PARTNERS, LLC History New 8,852 643 0.01% — 518 +8,852 New Q4 2025 Feb 12, 2026
SAGE FINANCIAL GROUP INC History Added to 8,803 639 0.04% 0.04% 519 +1 0.01% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 8,752 635 0.0% 0.0% 520 +875 11.11% Q4 2025 Feb 10, 2026
Foster Group, Inc. History Reduced 8,638 627 0.02% 0.02% 521 -882 -9.26% Q4 2025 Jan 12, 2026
Purkiss Capital Advisors LLC History Reduced 8,629 627 0.29% 0.29% 522 -251 -2.83% Q4 2025 Feb 04, 2026
LPWM LLC History Added to 8,624 626 0.16% 0.14% 523 +730 9.25% Q4 2025 Jan 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 8,610 625 0.01% 0.01% 524 -4,122 -32.38% Q4 2025 Feb 10, 2026
Mittelman Wealth Management History Added to 8,563 622 0.4% 0.37% 525 +154 1.83% Q4 2025 Feb 17, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 8,542 620 0.07% 0.07% 526 0 0.0% Q4 2025 Feb 04, 2026
Yukon Wealth Management, Inc. History Reduced 7,600 608 0.35% 0.21% 527 -1,866 -19.71% Q4 2025 Feb 10, 2026
Cypress Wealth Services, LLC History Reduced 8,344 606 0.08% 0.12% 528 -2,141 -20.42% Q4 2025 Jan 14, 2026
Rede Wealth, LLC History New 8,212 596 0.21% — 529 +8,212 New Q4 2025 Jan 23, 2026
Maia Wealth LLC History Reduced 7,063 591 0.1% 0.1% 532 -829 -10.5% Q4 2025 Feb 17, 2026
Heartwood Wealth Advisors LLC History Added to 8,141 591 0.05% 0.05% 531 +479 6.25% Q4 2025 Jan 12, 2026
Cornerstone Wealth Management, LLC History Added to 8,135 591 0.03% 0.03% 530 +126 1.57% Q4 2025 Feb 05, 2026
Kovack Advisors, Inc. History New 8,106 589 0.03% — 533 +8,106 New Q4 2025 Feb 17, 2026
Quad-Cities Investment Group, LLC History Reduced 8,107 589 0.24% 0.24% 534 -196 -2.36% Q4 2025 Jan 14, 2026
SAX WEALTH ADVISORS, LLC History Added to 7,958 578 0.03% 0.03% 535 +97 1.23% Q4 2025 Jan 12, 2026
Vontobel Holding Ltd. History Added to 7,908 574 0.0% 0.0% 536 +744 10.39% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Reduced 7,898 574 0.03% 0.03% 537 -293 -3.58% Q4 2025 Feb 10, 2026
Emergent Wealth Advisors, LLC History Reduced 7,844 570 0.32% 0.42% 538 -2,781 -26.17% Q4 2025 Jan 14, 2026
Marathon Strategic Advisors, LLC History Reduced 7,841 569 0.43% 0.48% 539 -1,040 -11.71% Q4 2025 Feb 11, 2026
F&V Capital Management, LLC History No change 7,820 568 0.12% 0.12% 540 0 0.0% Q4 2025 Mar 26, 2026
ASSETMARK, INC History Added to 7,797 566 0.0% 0.0% 541 +1,273 19.51% Q4 2025 Jan 23, 2026
Modera Wealth Management, LLC History Reduced 7,799 566 0.01% 0.01% 542 -365 -4.47% Q4 2025 Jan 21, 2026
READYSTATE ASSET MANAGEMENT LP History Added to 7,720 561 0.02% 0.02% 543 +2,071 36.66% Q4 2025 Feb 17, 2026
WealthPlan Investment Management, LLC History Reduced 7,729 561 0.04% 0.04% 544 -245 -3.07% Q4 2025 Feb 05, 2026
Western Wealth Management, LLC History Added to 7,684 558 0.03% 0.02% 545 +903 13.32% Q4 2025 Feb 05, 2026
Mayflower Financial Advisors, LLC History Added to 7,603 552 0.07% 0.06% 546 +689 9.97% Q4 2025 Jan 13, 2026
Estate Counselors, LLC History Reduced 7,510 545 0.05% 0.05% 548 -1,415 -15.85% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Added to 7,506 545 0.0% 0.0% 547 +130 1.76% Q4 2025 Feb 09, 2026
Stokes Family Office, LLC History Added to 7,501 545 0.05% 0.05% 549 +54 0.73% Q4 2025 Feb 18, 2026
PATRON PARTNERS, LLC History Reduced 7,471 542 0.24% 0.23% 550 -43 -0.57% Q4 2025 Feb 11, 2026
Smartleaf Asset Management LLC History Reduced 7,441 541 0.02% 0.03% 551 -348 -4.47% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History No change 7,406 538 0.02% 0.02% 552 0 0.0% Q4 2025 Jan 21, 2026
PDS Planning, Inc History Reduced 7,378 536 0.04% 0.03% 553 -120 -1.6% Q4 2025 Jan 26, 2026
Asempa Wealth Advisors History New 7,173 521 0.45% — 556 +7,173 New Q4 2025 Jan 08, 2026
Verdence Capital Advisors LLC History Reduced 7,181 521 0.03% 0.04% 554 -2,310 -24.34% Q4 2025 Jan 29, 2026
Shared Vision Wealth Group LLC History Reduced 6,553 521 0.21% 0.24% 555 -1,616 -19.78% Q4 2025 Feb 11, 2026
Churchill Financial Advisors, LLC History New 7,166 520 0.16% — 559 +7,166 New Q4 2025 Feb 09, 2026
New Republic Capital, LLC History Reduced 7,168 520 0.14% 0.16% 558 -590 -7.61% Q4 2025 Feb 10, 2026
Dana Investment Advisors, Inc. History Added to 7,162 520 0.02% 0.01% 557 +13 0.18% Q4 2025 Feb 05, 2026
Clarity Asset Management, Inc. History Added to 7,115 517 0.28% 0.26% 560 +228 3.31% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History Reduced 7,038 511 0.08% 0.08% 561 -23 -0.33% Q4 2025 Jan 20, 2026
Pines Wealth Management, LLC History Added to 6,960 505 0.16% 0.15% 562 +284 4.25% Q4 2025 Feb 02, 2026
Comprehensive Money Management Services LLC History No change 6,955 505 0.35% 0.33% 563 0 0.0% Q4 2025 Jan 22, 2026
Brookwood Investment Group LLC History Reduced 6,871 499 0.06% 0.06% 564 -106 -1.52% Q4 2025 Jan 22, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 6,816 495 0.05% 0.05% 565 +43 0.63% Q4 2025 Jan 28, 2026
London & Capital Asset Management Ltd History Reduced 6,791 493 0.01% 0.07% 566 -6,932 -50.51% Q4 2025 Feb 17, 2026
Latitude Advisors, LLC History Reduced 6,751 490 0.22% 0.22% 567 -246 -3.52% Q4 2025 Jan 27, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 6,727 488 0.01% 0.01% 568 -2,608 -27.94% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Reduced 6,709 487 0.02% 0.02% 569 -66 -0.97% Q4 2025 Feb 06, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 6,600 479 0.08% 0.07% 570 +210 3.29% Q4 2025 Jan 27, 2026
TCI Wealth Advisors, Inc. History Added to 6,575 477 0.03% 0.03% 571 +45 0.69% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History Reduced 6,438 467 0.01% 0.05% 572 -35,715 -84.73% Q4 2025 Jan 22, 2026
Brand Asset Management Group, Inc. History Reduced 6,371 463 0.13% 0.12% 573 -113 -1.74% Q4 2025 Feb 11, 2026
B. Riley Wealth Advisors, Inc. History Added to 6,349 461 0.02% 0.02% 574 +3 0.05% Q4 2025 Feb 17, 2026
Apeiron RIA LLC History Added to 5,725 460 0.09% 0.09% 575 +193 3.49% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Reduced 6,234 453 0.01% 0.01% 576 -661 -9.59% Q4 2025 Feb 06, 2026
Ashford Advisors, LLC History No change 6,142 446 0.1% 0.09% 577 0 0.0% Q4 2025 Jan 23, 2026
MassMutual Private Wealth & Trust, FSB History Added to 6,131 445 0.01% 0.01% 578 +206 3.48% Q4 2025 Jan 07, 2026
LMCG INVESTMENTS, LLC History Added to 6,131 445 0.03% 0.02% 579 +206 3.48% Q4 2025 Feb 03, 2026
SJS Investment Consulting Inc. History Reduced 6,027 438 0.06% 0.06% 580 -333 -5.24% Q4 2025 Jan 21, 2026
O'Brien Wealth Partners LLC History Reduced 6,013 437 0.06% 0.06% 581 -30 -0.5% Q4 2025 Jan 22, 2026
FIDUCIARY TRUST CO History Added to 6,001 436 0.0% 0.0% 582 +1,077 21.87% Q4 2025 Feb 13, 2026
Cassilly Financial Group LLC History New 5,998 435 0.38% — 584 +5,998 New Q4 2025 Jan 15, 2026
Resurgent Financial Advisors LLC History Added to 5,991 435 0.22% 0.18% 583 +484 8.79% Q4 2025 Feb 12, 2026
Miller Global Investments, LLC History New 5,966 433 0.39% — 585 +5,966 New Q4 2025 Jan 05, 2026
Pacific Park Financial, Inc. History New 5,962 433 0.27% — 586 +5,962 New Q4 2025 Jan 30, 2026
Aspetuck Financial Management LLC History Reduced 5,945 432 0.29% 0.28% 587 -16 -0.27% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 5,826 423 0.01% 0.0% 588 +900 18.27% Q4 2025 Jan 29, 2026
Elevated Capital Advisors, LLC History Reduced 5,819 422 0.1% 0.1% 589 -106 -1.79% Q4 2025 Jan 27, 2026
Stonebrook Private Inc. History Reduced 5,787 420 0.09% 0.11% 590 -1,992 -25.61% Q4 2025 Feb 11, 2026
ONE Advisory Partners, LLC History Reduced 5,715 415 0.13% 0.13% 591 -346 -5.71% Q4 2025 Jan 12, 2026
PRIVATE TRUST CO NA History Added to 5,633 409 0.04% 0.03% 592 +840 17.53% Q4 2025 Jan 26, 2026
Sunbelt Securities, Inc. History Reduced 5,616 408 0.03% 0.03% 593 -72 -1.27% Q4 2025 Feb 20, 2026
Revisor Wealth Management LLC History New 5,382 407 0.11% — 594 +5,382 New Q4 2025 Jan 27, 2026
Empowered Funds, LLC History New 5,590 406 0.01% — 595 +5,590 New Q4 2025 Feb 18, 2026
Midwest Capital Advisors, LLC History Reduced 5,574 405 0.19% 0.2% 596 -655 -10.52% Q4 2025 Jan 29, 2026
Hudson Oak Wealth Advisory LLC History New 5,559 404 0.36% — 597 +5,559 New Q4 2025 Jan 23, 2026
Detalus Advisors, LLC History Reduced 5,552 403 0.1% 0.13% 598 -1,985 -26.34% Q4 2025 Feb 03, 2026
GreatBanc Trust CO History No change 5,540 402 0.28% 0.26% 599 0 0.0% Q4 2025 Feb 12, 2026
Amplius Wealth Advisors, LLC History Added to 5,523 401 0.03% 0.02% 600 +2,389 76.23% Q4 2025 Jan 12, 2026
Morling Financial Advisors, LLC History No change 5,509 400 0.13% 0.12% 601 0 0.0% Q4 2025 Feb 06, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 5,490 399 0.15% 0.16% 603 -541 -8.97% Q4 2025 Jan 08, 2026
ALESCO ADVISORS LLC History No change 5,500 399 0.01% 0.01% 602 0 0.0% Q4 2025 Jan 28, 2026
VANGUARD GROUP INC History Reduced 5,422 394 0.0% 0.0% 604 -167 -2.99% Q4 2025 Jan 29, 2026
EVOLVE PRIVATE WEALTH, LLC History New 5,400 392 0.02% — 605 +5,400 New Q4 2025 Feb 17, 2026
Maridea Wealth Management LLC History Added to 5,354 389 0.06% 0.06% 606 +127 2.43% Q4 2025 Jan 08, 2026
Portland Global Advisors LLC History Reduced 5,340 388 0.04% 0.04% 607 -460 -7.93% Q4 2025 Feb 10, 2026
Stonebridge Financial Planning Group, LLC History Reduced 5,305 385 0.14% 0.14% 608 -178 -3.25% Q4 2025 Feb 05, 2026
Cambria Investment Management, L.P. History New 5,290 384 0.02% — 610 +5,290 New Q4 2025 Feb 17, 2026
BSW Wealth Partners History No change 5,295 384 0.05% 0.04% 609 0 0.0% Q4 2025 Jan 23, 2026
SIGNATUREFD, LLC History No change 5,270 383 0.01% 0.01% 611 0 0.0% Q4 2025 Jan 20, 2026
ALTFEST L J & CO INC History Reduced 5,193 377 0.04% 0.04% 612 -58 -1.1% Q4 2025 Jan 23, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 6,119 373 0.03% 0.03% 613 0 0.0% Q4 2025 Feb 13, 2026
Octavia Wealth Advisors, LLC History No change 5,091 370 0.04% 0.03% 614 0 0.0% Q4 2025 Jan 23, 2026
Pitcairn Wealth Advisors LLC History New 5,084 369 0.03% — 616 +5,084 New Q4 2025 Feb 13, 2026
Phoenix Financial Ltd. History Added to 5,082 369 0.0% 0.0% 615 +1,150 29.25% Q4 2025 Feb 05, 2026
5T Wealth, LLC History Added to 5,069 368 0.15% 0.13% 617 +672 15.28% Q4 2025 Jan 27, 2026
Triad Wealth Partners, LLC History Reduced 5,054 367 0.03% 0.05% 618 -442 -8.04% Q4 2025 Jan 22, 2026
Cove Private Wealth, LLC History No change 5,000 363 0.11% 0.11% 619 0 0.0% Q4 2025 Jan 23, 2026
Keystone Financial Services History Reduced 4,984 362 0.11% 0.12% 620 -837 -14.38% Q4 2025 Feb 12, 2026
Spire Wealth Management History Reduced 4,962 360 0.01% 0.01% 622 -143 -2.8% Q4 2025 Jan 14, 2026
Brookstone Capital Management History Reduced 4,959 360 0.0% 0.0% 621 -27 -0.54% Q4 2025 Jan 15, 2026
Moran Wealth Management, LLC History New 4,952 359 0.01% — 625 +4,952 New Q4 2025 Jan 26, 2026
Narus Financial Partners, LLC History No change 4,943 359 0.1% 0.09% 623 0 0.0% Q4 2025 Feb 09, 2026
Athena Investment Management History No change 4,940 359 0.18% 0.17% 624 0 0.0% Q4 2025 Feb 12, 2026
DF DENT & CO INC History No change 4,930 358 0.01% 0.0% 626 0 0.0% Q4 2025 Feb 17, 2026
Rather & Kittrell, Inc. History New 4,920 357 0.06% — 627 +4,920 New Q4 2025 Jan 28, 2026
Sightline Wealth Advisors, LLC History Reduced 4,909 356 0.15% 0.32% 628 -5,566 -53.14% Q4 2025 Jan 26, 2026
Prudent Man Investment Management, Inc. History Added to 4,729 343 0.12% 0.13% 629 +437 10.18% Q4 2025 Feb 12, 2026
BridgePort Financial Solutions, LLC History Reduced 4,713 342 0.09% 0.09% 630 -508 -9.73% Q4 2025 Jan 16, 2026
Smith Partners Wealth Management, LLC History New 4,667 339 0.31% — 631 +4,667 New Q4 2025 Feb 13, 2026
Rock Creek Group, LP History New 4,664 338 0.04% — 632 +4,664 New Q4 2025 Feb 10, 2026
Allie Family Office LLC History No change 4,639 337 0.16% 0.15% 633 0 0.0% Q4 2025 Feb 13, 2026
Legacy Trust History No change 4,632 336 0.06% 0.06% 634 0 0.0% Q4 2025 Jan 22, 2026
HMV Wealth Advisors, LLC History Added to 4,610 335 0.17% 0.17% 635 +60 1.32% Q4 2025 Jan 20, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 4,590 333 0.28% 0.22% 636 +1,406 44.16% Q4 2025 Feb 10, 2026
WEDBUSH SECURITIES INC History Reduced 4,563 332 0.01% 0.01% 637 -319 -6.53% Q4 2025 Feb 12, 2026
MONTAG A & ASSOCIATES INC History New 4,535 329 0.02% — 638 +4,535 New Q4 2025 Feb 02, 2026
TSFG, LLC History Reduced 4,528 329 0.05% 0.06% 640 -805 -15.09% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 4,539 329 0.01% 0.01% 639 +588 14.88% Q4 2025 Feb 09, 2026
CKW FINANCIAL GROUP History Reduced 4,479 325 0.04% 0.11% 641 -10,979 -71.02% Q4 2025 Jan 26, 2026
Cypress Point Wealth Management, LLC History Added to 4,462 324 0.07% 0.06% 643 +84 1.92% Q4 2025 Feb 02, 2026
Altman Advisors, Inc. History No change 4,467 324 0.12% 0.12% 642 0 0.0% Q4 2025 Feb 04, 2026
Veltria Advisors Corp. History No change 4,178 322 1.4% 1.24% 644 0 0.0% Q4 2025 Jan 30, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 4,293 312 0.0% — 645 +4,293 New Q4 2025 Feb 17, 2026
LANE BROTHERS & CO INC History New 4,269 310 0.22% — 646 +4,269 New Q4 2025 Mar 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 4,255 309 0.0% 0.0% 647 -27 -0.63% Q4 2025 Feb 17, 2026
Retirement Wealth Solutions LLC History No change 4,137 300 0.19% 0.18% 648 0 0.0% Q4 2025 Jan 07, 2026
Miller Capital Partners, Inc. History New 4,122 299 0.15% — 649 +4,122 New Q4 2025 Feb 17, 2026
Provenance Wealth Advisors, LLC History Added to 4,053 294 0.03% 0.02% 650 +2,155 113.54% Q4 2025 Jan 26, 2026
BCS Wealth Management History New 4,032 293 0.03% — 652 +4,032 New Q4 2025 Jan 26, 2026
Hudock, Inc. History Added to 4,044 293 0.04% 0.04% 651 +40 1.0% Q4 2025 Feb 12, 2026
Aegis Wealth Management LLC History No change 4,000 290 0.16% 0.14% 653 0 0.0% Q4 2025 Jan 14, 2026
CORE WEALTH ADVISORS, LLC History New 3,988 289 0.23% — 655 +3,988 New Q4 2025 Feb 10, 2026
Vinland Capital Management Gestora de Recursos LTDA. History New 725 289 3.53% — 654 +725 New Q4 2025 Feb 23, 2026
Neuberger Berman Group LLC History Reduced 3,926 285 0.0% 0.0% 657 -134 -3.3% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 3,926 285 0.01% 0.01% 656 0 0.0% Q4 2025 Jan 27, 2026
SCOTIA CAPITAL INC. History Added to 3,897 283 0.0% 0.0% 658 +66 1.72% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 3,902 277 0.01% — 659 +3,902 New Q4 2025 Feb 13, 2026
Hudson Value Partners, LLC History No change 3,800 276 0.08% 0.08% 660 0 0.0% Q4 2025 Jan 28, 2026
Accel Wealth Management History No change 3,792 275 0.08% 0.07% 661 0 0.0% Q4 2025 Jan 20, 2026
Curated Wealth Partners LLC History New 3,772 274 0.03% — 662 +3,772 New Q4 2025 Jan 12, 2026
IFG Advisory, LLC History Added to 3,757 273 0.01% 0.01% 663 +76 2.06% Q4 2025 Feb 10, 2026
Litman Gregory Wealth Management LLC History Reduced 3,703 269 0.02% 0.02% 664 -188 -4.83% Q4 2025 Feb 12, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 3,712 269 0.04% 0.04% 665 0 0.0% Q4 2025 Jan 14, 2026
OLD NATIONAL BANCORP /IN/ History New 3,651 265 0.0% — 666 +3,651 New Q4 2025 Jan 28, 2026
Americana Partners, LLC History Reduced 3,637 264 0.01% 0.01% 667 -20 -0.55% Q4 2025 Feb 06, 2026
Berger Financial Group, Inc History Added to 3,634 264 0.02% 0.01% 668 +4 0.11% Q4 2025 Jan 27, 2026
LWM ADVISORS INC History No change 3,588 260 0.23% 0.22% 669 0 0.0% Q4 2025 Jan 09, 2026
QRG CAPITAL MANAGEMENT, INC. History New 3,573 259 0.0% — 671 +3,573 New Q4 2025 Feb 02, 2026
SIMON QUICK ADVISORS, LLC History Reduced 3,566 259 0.01% 0.01% 670 -902 -20.19% Q4 2025 Jan 29, 2026
Richmond Investment Services, LLC History New 3,561 258 0.04% — 673 +3,561 New Q4 2025 Feb 12, 2026
Alpha Omega Wealth Management LLC History No change 3,551 258 0.04% 0.04% 672 0 0.0% Q4 2025 Jan 22, 2026
Lavaca Capital LLC History Reduced 3,540 257 0.04% 0.04% 674 -28 -0.78% Q4 2025 Feb 13, 2026
LFA - Lugano Financial Advisors SA History No change 3,547 257 0.13% 0.13% 675 0 0.0% Q4 2025 Jan 29, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 3,481 253 0.03% 0.03% 676 +51 1.49% Q4 2025 Jan 12, 2026
Moors & Cabot, Inc. History Reduced 3,428 249 0.01% 0.01% 677 -88 -2.5% Q4 2025 Feb 10, 2026
CAPITAL ADVISORS INC/OK History New 3,414 248 0.0% — 678 +3,414 New Q4 2025 Jan 15, 2026
Investment Research Partners LLC History No change 3,425 248 0.11% 0.11% 679 0 0.0% Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 3,398 246 0.01% 0.01% 680 +43 1.28% Q4 2025 Jan 14, 2026
Capital Investment Advisors, LLC History Added to 3,369 244 0.0% 0.0% 681 +10 0.3% Q4 2025 Jan 13, 2026
Quartz Partners, LLC History Reduced 3,331 242 0.09% 0.08% 682 -12 -0.36% Q4 2025 Feb 13, 2026
GeoWealth Management, LLC History Reduced 3,306 240 0.01% 0.01% 684 -1,332 -28.72% Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,305 240 0.03% 0.03% 683 0 0.0% Q4 2025 Feb 17, 2026
LIFE LINE WEALTH MANAGEMENT LLC History New 3,265 237 0.07% — 686 +3,265 New Q4 2025 Feb 04, 2026
Cascade Financial Partners, LLC History No change 3,270 237 0.02% 0.03% 685 0 0.0% Q4 2025 Feb 06, 2026
Stone House Investment Management, LLC History Reduced 3,249 236 0.04% 0.06% 687 -2,072 -38.94% Q4 2025 Jan 21, 2026
Capital Advisors Wealth Management, LLC History New 3,230 234 0.03% — 688 +3,230 New Q4 2025 Jan 21, 2026
Bison Wealth, LLC History New 3,027 233 0.03% — 689 +3,027 New Q4 2025 Mar 24, 2026
JIM SAULNIER & ASSOCIATES, LLC History New 3,193 232 0.12% — 691 +3,193 New Q4 2025 Jan 29, 2026
Mills Wealth Advisors LLC History Reduced 3,204 232 0.09% 0.09% 690 -100 -3.03% Q4 2025 Jan 27, 2026
CLUNE & ASSOCIATES, LTD. History No change 3,188 231 0.05% 0.05% 692 0 0.0% Q4 2025 Feb 09, 2026
NORTHLAND SECURITIES, INC. History New 3,146 228 0.22% — 693 +3,146 New Q4 2025 Jan 23, 2026
Elevated Financial Group LLC History New 3,130 227 0.08% — 694 +3,130 New Q4 2025 Jan 29, 2026
Chatterton & Associates Inc. History New 3,118 226 0.19% — 696 +3,118 New Q4 2025 Jan 20, 2026
RS CRUM INC. History Reduced 3,122 226 0.05% 0.06% 695 -603 -16.19% Q4 2025 Feb 17, 2026
Forvis Mazars Wealth Advisors, LLC History New 3,100 225 0.0% — 697 +3,100 New Q4 2025 Feb 10, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 3,104 225 0.04% 0.04% 698 0 0.0% Q4 2025 Jan 21, 2026
Sharkey, Howes & Javer History Reduced 3,095 224 0.03% 0.03% 699 -359 -10.39% Q4 2025 Jan 13, 2026
RMR Wealth Builders History Reduced 3,070 223 0.02% 0.02% 700 -21 -0.68% Q4 2025 Jan 29, 2026
GREENLEAF TRUST History Reduced 3,060 222 0.0% 0.0% 701 -130 -4.08% Q4 2025 Jan 21, 2026
BRIAN LOW FINANCIAL GROUP, LLC History New 3,053 221 0.16% — 703 +3,053 New Q4 2025 Feb 13, 2026
Avion Wealth History Reduced 3,050 221 0.05% 0.06% 702 -1,092 -26.36% Q4 2025 Jan 23, 2026
apricus wealth, LLC History New 3,040 220 0.11% — 704 +3,040 New Q4 2025 Jan 15, 2026
WealthShield Partners, LLC History Reduced 3,001 218 0.02% 0.05% 707 -3,235 -51.88% Q4 2025 Feb 03, 2026
Tenon Financial LLC History Reduced 3,002 218 0.09% 0.15% 708 -1,447 -32.52% Q4 2025 Jan 16, 2026
New Harbor Financial Group, LLC History Reduced 3,010 218 0.04% 0.04% 706 -75 -2.43% Q4 2025 Jan 30, 2026
HSBC HOLDINGS PLC History No change 3,005 218 0.0% 0.0% 705 0 0.0% Q4 2025 Mar 20, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 2,985 216 0.01% — 709 +2,985 New Q4 2025 Jan 28, 2026
D'Orazio & Associates, Inc. History New 2,917 211 0.03% — 710 +2,917 New Q4 2025 Feb 04, 2026
INVESTED ADVISORS History New 2,892 210 0.22% — 711 +2,892 New Q4 2025 Jan 26, 2026
Goldstein Advisors, LLC History New 2,874 208 0.02% — 712 +2,874 New Q4 2025 Feb 10, 2026
First PREMIER Bank History Reduced 2,853 207 0.05% 0.04% 713 -14 -0.49% Q4 2025 Jan 23, 2026
Hilltop Holdings Inc. History Reduced 2,844 206 0.01% 0.01% 714 -580 -16.94% Q4 2025 Feb 17, 2026
Cyndeo Wealth Partners, LLC History New 2,825 205 0.01% — 715 +2,825 New Q4 2025 Jan 07, 2026
Texas Capital Bank Wealth Management Services Inc History New 2,809 204 0.01% — 716 +2,809 New Q4 2025 Feb 09, 2026
Redhawk Wealth Advisors, Inc. History Reduced 2,786 202 0.02% 0.1% 717 -9,958 -78.14% Q4 2025 Jan 14, 2026
TPG Advisors LLC History New 2,782 202 0.13% — 719 +2,782 New Q4 2025 Jan 21, 2026
Signal Advisors Wealth, LLC History Reduced 2,781 202 0.02% 0.02% 718 -498 -15.19% Q4 2025 Jan 13, 2026
Inspire Advisors, LLC History New 2,761 200 0.02% — 720 +2,761 New Q4 2025 Feb 13, 2026
EFG International AG History New 2,550 185 0.0% — 721 +2,550 New Q4 2025 Feb 17, 2026
Strategic Wealth Advisors LLC History New 2,521 183 0.16% — 722 +2,521 New Q4 2025 Feb 03, 2026
TUCKER ASSET MANAGEMENT LLC History New 2,297 166 0.05% — 723 +2,297 New Q4 2025 Feb 05, 2026
BigSur Wealth Management LLC History No change 2,240 162 0.04% 0.04% 724 0 0.0% Q4 2025 Jan 27, 2026
Bogart Wealth, LLC History Reduced 2,204 160 0.01% 0.01% 725 -881 -28.56% Q4 2025 Jan 30, 2026
Bank of New Hampshire History New 2,055 149 0.03% — 726 +2,055 New Q4 2025 Mar 16, 2026
CIBC Private Wealth Group LLC History Added to 2,016 146 0.0% 0.0% 727 +1 0.05% Q4 2025 Feb 12, 2026
Ramirez Asset Management, Inc. History Reduced 1,998 145 0.02% 0.02% 728 -520 -20.65% Q4 2025 Feb 11, 2026
UMB Bank, n.a. History No change 1,964 142 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Added to 1,873 136 0.01% 0.01% 730 +40 2.18% Q4 2025 Feb 18, 2026
Golden State Wealth Management, LLC History Added to 1,838 133 0.01% 0.01% 731 +66 3.72% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 1,774 128 0.0% 0.0% 732 +5 0.28% Q4 2025 Feb 06, 2026
Missouri Trust & Investment Co History New 1,750 127 0.04% — 733 +1,750 New Q4 2025 Feb 13, 2026
Manchester Capital Management LLC History New 1,742 126 0.02% — 734 +1,742 New Q4 2025 Feb 11, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 1,730 125 0.0% 0.0% 735 -89 -4.89% Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 1,700 123 0.03% — 737 +1,700 New Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Reduced 1,698 123 0.0% 0.01% 736 -1,508 -47.04% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History New 1,600 116 0.01% — 738 +1,600 New Q4 2025 Jan 30, 2026
SYM FINANCIAL Corp History Reduced 1,577 114 0.01% 0.01% 739 -170 -9.73% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History Added to 1,563 113 0.03% 0.03% 740 +122 8.47% Q4 2025 Feb 12, 2026
Northwest Capital Management Inc History Reduced 1,366 99 0.43% 0.4% 742 -4,295 -75.87% Q4 2025 Jan 26, 2026
Physician Wealth Advisors, Inc. History Added to 1,370 99 0.01% 0.01% 743 +21 1.56% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History No change 1,364 99 0.01% 0.01% 741 0 0.0% Q4 2025 Jan 29, 2026
Wells Financial Advisors INC History Reduced 1,340 97 0.18% 0.15% 744 -370 -21.64% Q4 2025 Feb 02, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,100 79 0.0% 0.01% 745 -210,600 -99.48% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,089 79 0.0% 0.0% 747 +853 361.44% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,098 79 0.01% 0.01% 746 0 0.0% Q4 2025 Jan 07, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 1,071 77 0.03% 0.03% 748 +4 0.37% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Reduced 1,021 74 0.0% 0.0% 749 -97 -8.68% Q4 2025 Jan 20, 2026
Allworth Financial LP History New 1,016 73 0.0% — 750 +1,016 New Q4 2025 Feb 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 998 72 0.0% 0.0% 751 -33 -3.2% Q4 2025 Feb 05, 2026
WOLFF WIESE MAGANA LLC History No change 991 72 0.04% 0.04% 752 0 0.0% Q4 2025 Jan 14, 2026
Bell Investment Advisors, Inc History Reduced 969 70 0.01% 0.01% 753 -72 -6.92% Q4 2025 Feb 24, 2026
Red Tortoise LLC History Added to 958 69 0.03% 0.03% 754 +17 1.81% Q4 2025 Jan 22, 2026
TD Waterhouse Canada Inc. History No change 959 69 0.0% 0.0% 755 0 0.0% Q4 2025 Jan 27, 2026
Plante Moran Financial Advisors, LLC History No change 900 65 0.0% 0.0% 756 0 0.0% Q4 2025 Feb 05, 2026
United Community Bank History New 882 64 0.02% — 757 +882 New Q4 2025 Jan 30, 2026
BOKF, NA History New 851 61 0.0% — 758 +851 New Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History Reduced 839 60 0.0% 0.0% 759 -47 -5.3% Q4 2025 Feb 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 812 59 0.0% 0.0% 760 -59 -6.77% Q4 2025 Feb 06, 2026
TCTC Holdings, LLC History No change 790 57 0.0% 0.0% 761 0 0.0% Q4 2025 Feb 12, 2026
Arlington Trust Co LLC History Added to 744 54 0.01% 0.0% 762 +356 91.75% Q4 2025 Jan 30, 2026
Financial Perspectives, Inc History Added to 730 53 0.01% 0.01% 765 +14 1.96% Q4 2025 Jan 28, 2026
ALBION FINANCIAL GROUP /UT History No change 735 53 0.0% 0.0% 763 0 0.0% Q4 2025 Jan 21, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 736 53 0.0% 0.0% 764 0 0.0% Q4 2025 Jan 23, 2026
OPTIMA CAPITAL LLC History New 694 50 0.02% — 769 +694 New Q4 2025 Jan 23, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 697 50 0.0% 0.0% 766 +297 74.25% Q4 2025 Feb 12, 2026
Rosenberg Matthew Hamilton History Reduced 698 50 0.01% 0.01% 768 -4 -0.57% Q4 2025 Jan 05, 2026
Crewe Advisors LLC History No change 701 50 0.0% 0.0% 767 0 0.0% Q4 2025 Jan 16, 2026
Portfolio Resources Advisor Group, Inc. History New 675 49 0.05% — 770 +675 New Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 621 45 0.0% — 771 +621 New Q4 2025 Feb 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 589 42 0.01% 0.0% 772 +495 526.6% Q4 2025 Feb 09, 2026
Godfrey Financial Associates, Inc. History New 569 41 0.04% — 773 +569 New Q4 2025 Feb 10, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 547 39 0.01% — 776 +547 New Q4 2025 Feb 09, 2026
Geneos Wealth Management Inc. History Reduced 538 39 0.0% 0.0% 775 -126 -18.98% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Added to 508 39 0.0% 0.0% 774 +11 2.21% Q4 2025 Jan 21, 2026
Cherry Tree Wealth Management, LLC History No change 522 37 0.01% 0.01% 777 0 0.0% Q4 2025 Feb 10, 2026
Abound Wealth Management History Added to 506 36 0.01% 0.01% 778 +9 1.81% Q4 2025 Jan 12, 2026
Harbor Asset Planning, Inc. History Added to 485 35 0.03% 0.02% 779 +70 16.87% Q4 2025 Jan 26, 2026
Bangor Savings Bank History Reduced 471 34 0.0% 0.0% 781 -93 -16.49% Q4 2025 Jan 16, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 473 34 0.0% 0.0% 780 0 0.0% Q4 2025 Jan 26, 2026
Sankala Group LLC History New 366 32 0.03% — 782 +366 New Q4 2025 Mar 02, 2026
Grove Bank & Trust History No change 430 31 0.0% 0.0% 783 0 0.0% Q4 2025 Jan 08, 2026
Fourth Dimension Wealth, LLC History No change 436 31 0.01% 0.01% 784 0 0.0% Q4 2025 Feb 04, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 417 30 0.0% — 787 +417 New Q4 2025 Feb 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 421 30 0.0% 0.0% 785 0 0.0% Q4 2025 Feb 11, 2026
Front Row Advisors LLC History No change 414 30 0.01% 0.01% 786 0 0.0% Q4 2025 Feb 12, 2026
Trust Co History No change 370 26 0.0% 0.0% 788 0 0.0% Q4 2025 Jan 15, 2026
Clark Wealth Partners History No change 360 26 0.02% 0.02% 789 0 0.0% Q4 2025 Feb 04, 2026
SOFI WEALTH, LLC History Reduced 319 23 0.0% 0.0% 790 -300 -48.47% Q4 2025 Jan 30, 2026
SouthState Bank Corp History New 316 22 0.0% — 791 +316 New Q4 2025 Feb 11, 2026
Smithfield Trust Co History No change 314 22 0.0% 0.0% 792 0 0.0% Q4 2025 Feb 09, 2026
Cape Investment Advisory, Inc. History Added to 291 21 0.01% 0.01% 793 +138 90.2% Q4 2025 Feb 17, 2026
CURIO WEALTH, LLC History New 284 20 0.01% — 794 +284 New Q4 2025 Feb 11, 2026
GS Investments, Inc. History No change 275 19 0.01% 0.01% 795 0 0.0% Q4 2025 Feb 09, 2026
Rialto Wealth Management, LLC History No change 275 19 0.0% 0.0% 796 0 0.0% Q4 2025 Jan 12, 2026
Cornerstone Planning Group LLC History Reduced 208 17 0.0% 0.0% 797 -7 -3.26% Q4 2025 Feb 02, 2026
Commonwealth Retirement Investments LLC History New 228 16 0.01% — 799 +228 New Q4 2025 Feb 11, 2026
MCF Advisors LLC History Added to 230 16 0.0% 0.0% 798 +9 4.07% Q4 2025 Feb 11, 2026
Nova Wealth Management, Inc. History New 217 15 0.01% — 802 +217 New Q4 2025 Jan 14, 2026