SPDR GOLD TRUST - GLD

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 424 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
LMR Partners LLP History Added to 79,402,950 31,468,183 59.22% 0.57% 1 +79,041,960 21895.89% Q4 2025 Feb 17, 2026
CTC LLC History Added to 872,208 21,148,054 10.32% 5.82% 2 +545,402 166.89% Q4 2025 Feb 18, 2026
JANE STREET GROUP, LLC History Added to 51,718,017 20,496,367 3.1% 2.5% 3 +5,545,514 12.01% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 42,822,216 16,970,872 1.96% 1.24% 4 +12,390,220 40.71% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 31,585,475 12,517,639 1.88% 1.8% 5 -1,715,970 -5.15% Q4 2025 Feb 17, 2026
Castle Hook Partners LP History Reduced 21,277,400 8,432,446 35.03% 38.64% 6 -178,300 -0.83% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 13,893,741 5,506,228 0.33% 0.24% 7 +2,539,266 22.36% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 12,833,990 5,086,238 0.82% 0.65% 8 +1,191,425 10.23% Q4 2025 Jan 29, 2026
BANK OF AMERICA CORP /DE/ History Reduced 11,343,075 4,495,373 0.33% 0.38% 9 -4,269,186 -27.35% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 11,264,749 4,464,332 1.97% 1.01% 10 +4,881,377 76.47% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Reduced 10,096,725 4,001,433 0.07% 0.06% 11 -156,269 -1.52% Q4 2025 Feb 12, 2026
CAXTON CORP History Reduced 6,964 2,759,901 64.5% 11.33% 12 -322 -4.42% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 4,810,571 1,906,477 0.52% 0.47% 13 +258,222 5.67% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 4,648,090 1,842,084 0.34% 0.31% 14 +16,152 0.35% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 4,102,679 1,625,932 7.86% 24.44% 15 -10,396,168 -71.7% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 3,984,558 1,579,120 8.07% 15.78% 16 -5,419,533 -57.63% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Reduced 3,955,367 1,567,551 0.19% 0.28% 17 -2,552,657 -39.22% Q4 2025 Mar 25, 2026
Stone Ridge Holdings Group LP History New 3,409,300 1,351,139 98.5% — 18 +3,409,300 New Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Reduced 2,907,031 1,152,085 1.24% 1.47% 19 -693,369 -19.26% Q4 2025 Feb 10, 2026
Parallax Volatility Advisers, L.P. History Reduced 2,817,677 1,116,673 2.2% 3.17% 20 -3,056,300 -52.03% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 1,418,415 1,041,383 0.47% 0.34% 21 +590,761 71.38% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 2,531,153 1,003,123 0.16% — 22 +2,531,153 New Q4 2025 Feb 17, 2026
First Eagle Investment Management, LLC History Reduced 2,474,833 980,800 1.73% 1.64% 23 -56,363 -2.23% Q4 2025 Feb 04, 2026
RAYMOND JAMES FINANCIAL INC History Added to 2,469,069 978,504 0.3% 0.27% 24 +93,326 3.93% Q4 2025 Feb 18, 2026
Twin Tree Management, LP History Reduced 1,798,291 712,680 6.22% 6.78% 25 -2,786,116 -60.77% Q4 2025 Feb 11, 2026
Waratah Capital Advisors Ltd. History Reduced 1,708,200 676,976 22.79% 20.73% 26 -1,593,200 -48.26% Q4 2025 Feb 09, 2026
AMERIPRISE FINANCIAL INC History Added to 1,623,318 643,855 0.15% 0.13% 27 +67,487 4.34% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 1,563,261 619,536 0.04% 0.02% 28 +451,922 40.66% Q4 2025 Feb 11, 2026
NOMURA HOLDINGS INC History Reduced 1,499,600 594,306 0.79% 1.34% 29 -929,400 -38.26% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Reduced 2,217,269 585,495 0.86% 1.15% 30 -825,356 -27.13% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 1,471,504 583,171 1.08% 2.21% 31 -2,783,094 -65.41% Q4 2025 Mar 12, 2026
HighTower Advisors, LLC History Reduced 1,468,274 581,891 0.64% 0.61% 32 -36,175 -2.4% Q4 2025 Feb 06, 2026
TUDOR INVESTMENT CORP ET AL History Added to 1,263,335 500,672 0.93% 983.44% 33 +667,437 112.01% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 1,258,846 498,893 0.71% 0.69% 34 -16,266 -1.28% Q4 2025 Feb 13, 2026
Virtu Financial LLC History New 1,198,436 474,952 18.4% — 35 +1,198,436 New Q4 2025 Feb 23, 2026
BlueCrest Capital Management Ltd History Reduced 1,155,000 457,738 13.74% 1320.66% 36 -921,675 -44.38% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,151,034 456,166 0.14% 0.13% 37 -71,857 -5.88% Q4 2025 Feb 10, 2026
Comprehensive Financial Management LLC History Reduced 1,147,529 454,777 13.71% 12.46% 38 -120,000 -9.47% Q4 2025 Feb 17, 2026
Belfer Management LLC History Reduced 1,123 445,251 7.8% 5.98% 39 -88 -7.27% Q4 2025 Feb 03, 2026
Marino Management, LLC History New 1,106,395 438,475 87.08% — 40 +1,106,395 New Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Added to 1,100,111 435,984 0.4% 0.26% 41 +388,827 54.67% Q4 2025 Feb 13, 2026
SIG BROKERAGE, LP History Added to 1,042,100 412,994 12.84% 1.59% 42 +887,100 572.32% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 991,400 392,901 0.44% 0.06% 43 +891,400 891.4% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 943,871 374,065 0.09% 0.09% 44 -181,505 -16.13% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 938,260 371,841 0.67% 0.58% 45 +109,205 13.17% Q4 2025 Mar 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 905,069 358,687 0.48% 0.42% 46 -11,773 -1.28% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 889,510 352,521 0.39% 0.38% 47 -18,283 -2.01% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 879,901 348,713 0.01% 0.01% 48 -26,105 -2.88% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 852,414 337,828 0.49% 0.37% 49 +46,813 5.81% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 833,104 330,167 0.39% 0.34% 50 +35,729 4.48% Q4 2025 Jan 30, 2026
NORTHERN TRUST CORP History Added to 748,525 296,647 0.04% 0.03% 51 +4,679 0.63% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 742,370 294,208 0.26% 0.28% 52 -128,606 -14.77% Q4 2025 Feb 13, 2026
Arizona PSPRS Trust History No change 724,052 286,949 10.56% 9.46% 53 0 0.0% Q4 2025 Feb 11, 2026
PPSC Investment Service Corp History Added to 711,206 281,858 21.04% 18.33% 54 +61,110 9.4% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Reduced 703,927 279,758 0.14% 0.14% 55 -23,280 -3.2% Q4 2025 Mar 20, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 695,583 275,666 0.15% 0.15% 56 +1,122 0.16% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Reduced 657,871 260,721 0.33% 1.17% 57 -314,696 -32.36% Q4 2025 Jan 09, 2026
HARVARD MANAGEMENT CO INC History Reduced 626,450 248,268 11.94% 11.17% 58 -34,941 -5.28% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 601,542 238,397 0.32% 0.28% 59 +17,627 3.02% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 592,598 234,853 0.62% 0.59% 60 -13,593 -2.24% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Reduced 590,889 234,175 1.28% 1.27% 61 -32,705 -5.24% Q4 2025 Feb 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 568,900 225,460 0.78% 0.4% 62 +289,550 103.65% Q4 2025 Jan 28, 2026
Starr Indemnity & Liability Co History Added to 562,220 222,813 63.28% 58.55% 63 +57,802 11.46% Q4 2025 Feb 09, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 546,779 216,693 3.84% 3.21% 64 +31,897 6.2% Q4 2025 Feb 12, 2026
Orbis Allan Gray Ltd History Reduced 523,786 207,581 0.87% 1.2% 65 -265,431 -33.63% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 3,949,227 206,937 0.28% 0.33% 66 +3,360,966 571.34% Q4 2025 Mar 09, 2026
Arnhold LLC History Added to 504,433 199,911 15.16% 14.5% 67 +16,558 3.39% Q4 2025 Feb 09, 2026
Walleye Capital LLC History Added to 489,436 193,968 0.6% 0.57% 68 +60,689 14.15% Q4 2025 Feb 13, 2026
HBK INVESTMENTS L P History No change 488,900 193,755 1.52% 1.91% 69 0 0.0% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 487,961 193,383 0.12% 0.11% 70 +28,485 6.2% Q4 2025 Feb 10, 2026
Allen Investment Management, LLC History Added to 479,794 190,147 2.11% 1.76% 71 +33,431 7.49% Q4 2025 Feb 10, 2026
Bleichroeder LP History No change 475,000 188,247 33.12% 32.92% 72 0 0.0% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 473,842 187,750 1.05% 1.05% 73 -10,509 -2.17% Q4 2025 Feb 03, 2026
Focus Partners Wealth History Added to 458,947 181,705 0.21% 0.25% 74 +22,487 5.15% Q4 2025 Feb 13, 2026
TD ASSET MANAGEMENT INC History Added to 439,643 174,234 0.14% 0.13% 75 +2,025 0.46% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 438,250 173,800 0.25% 0.25% 76 +9,702 2.26% Q4 2025 Feb 11, 2026
Mariner, LLC History Reduced 423,915 168,005 0.2% 0.21% 77 -22,851 -5.11% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 421,700 167,123 0.4% 0.43% 78 -130,400 -23.62% Q4 2025 Jan 30, 2026
MML INVESTORS SERVICES, LLC History Reduced 419,846 166,389 0.41% 0.41% 79 -16,408 -3.76% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 417,691 165,535 2.43% 2.21% 80 -4,721 -1.12% Q4 2025 Feb 12, 2026
OpenArc Corporate Advisory, LLC History New 415,893 164,822 2.72% — 81 +415,893 New Q4 2025 Feb 13, 2026
Tidal Investments LLC History Added to 410,575 162,714 0.39% 0.02% 82 +387,808 1703.38% Q4 2025 Feb 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 403,937 160,864 1.12% 1.07% 83 +6,018 1.51% Q4 2025 Feb 17, 2026
Bracebridge Capital, LLC History New 398,700 158,008 5.07% — 84 +398,700 New Q4 2025 Feb 17, 2026
Sagil Capital LLP History Added to 383,700 152,064 34.64% 30.82% 85 +70,000 22.31% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 381,799 151,310 0.62% 0.59% 86 +20,257 5.6% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 380,100 150,638 0.41% 0.4% 87 +8,487 2.28% Q4 2025 Jan 26, 2026
Banco Santander, S.A. History New 373,406 147,984 1.11% — 88 +373,406 New Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 366,233 145,141 0.2% 0.06% 89 +247,899 209.49% Q4 2025 Feb 17, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 364,539 144,470 0.06% 0.06% 90 -63,284 -14.79% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Reduced 360,495 142,867 3.06% 3.06% 91 -6,988 -1.9% Q4 2025 Feb 13, 2026
FIL Ltd History Added to 359,323 142,403 0.11% 0.1% 92 +4,527 1.28% Q4 2025 Feb 17, 2026
Portman Square Capital LLP History Added to 358,000 141,878 6.27% 3.34% 93 +145,500 68.47% Q4 2025 Jan 23, 2026
Proficio Capital Partners LLC History Reduced 346,148 137,181 9.63% 9.16% 94 -29,073 -7.75% Q4 2025 Feb 12, 2026
Stenham Asset Management Ltd History Reduced 341,907 135,501 67.64% 71.09% 95 -5,925 -1.7% Q4 2025 Feb 17, 2026
PRUDENTIAL PLC History Added to 334,096 133,124 1.06% 0.76% 96 +40,257 13.7% Q4 2025 Feb 11, 2026
London & Capital Asset Management Ltd History Added to 329,641 130,636 1.35% 5.89% 97 +97,851 42.22% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Reduced 315,272 124,945 0.53% 0.5% 98 -10,525 -3.23% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 310,893 123,210 2.73% 2.44% 99 -4,564 -1.45% Q4 2025 Feb 04, 2026
WS MANAGEMENT LLLP History Added to 310,678 123,124 10.08% 6.99% 100 +130,000 71.95% Q4 2025 Feb 17, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 313,880 120,000 0.18% 0.15% 101 +63,488 25.36% Q4 2025 Feb 18, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 287,762 118,902 0.16% 0.14% 102 +24,735 9.4% Q4 2025 Jan 08, 2026
ROCKLAND TRUST CO History Reduced 295,418 117,077 4.61% 4.57% 103 -18,118 -5.78% Q4 2025 Jan 15, 2026
Private Advisor Group, LLC History Reduced 287,023 113,712 0.53% 0.51% 104 -6,254 -2.13% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Added to 283,174 112,224 2.69% 0.5% 105 +239,600 549.87% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 282,761 112,061 0.18% 0.17% 106 +23,121 8.91% Q4 2025 Feb 10, 2026
Verition Fund Management LLC History Added to 277,115 109,823 0.43% 0.17% 107 +159,383 135.38% Q4 2025 Feb 13, 2026
Dynasty Wealth Management, LLC History New 273,322 108,320 1.06% — 108 +273,322 New Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 292,212 105,134 0.31% 0.32% 109 +2,476 0.85% Q4 2025 Feb 10, 2026
Bank of New York Mellon Corp History Added to 259,702 102,922 0.02% 0.02% 110 +21,793 9.16% Q4 2025 Feb 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 259,450 102,822 1.35% 1.51% 111 -32,061 -11.0% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Reduced 255,845 101,393 0.16% 0.16% 112 -21,646 -7.8% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 255,203 101,139 0.27% 0.17% 113 +77,040 43.24% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 254,867 101,065 0.06% 0.05% 114 +49,865 24.32% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 254,852 101,000 0.37% 0.4% 115 +9,936 4.06% Q4 2025 Feb 18, 2026
FACTORY MUTUAL INSURANCE CO History No change 252,100 99,909 1.01% 0.87% 116 0 0.0% Q4 2025 Jan 23, 2026
Pinnacle Financial Partners, Inc. History New 251,890 99,831 0.75% — 117 +251,890 New Q4 2025 Feb 18, 2026
C V STARR & CO INC History Reduced 251,400 99,632 54.75% 62.66% 118 -130,323 -34.14% Q4 2025 Feb 09, 2026
Clal Insurance Enterprises Holdings Ltd History New 250,000 99,077 0.64% — 119 +250,000 New Q4 2025 Feb 13, 2026
Nishkama Capital, LLC History New 245,000 97,095 3.89% — 120 +245,000 New Q4 2025 Feb 17, 2026
Cerity Partners OCIO LLC History Reduced 241,880 95,859 5.3% 5.35% 121 -53,018 -17.98% Q4 2025 Feb 11, 2026
BCM ADVISORS, LLC History Reduced 207,021 94,815 18.17% 15.87% 122 -9,411 -4.35% Q4 2025 Jan 26, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 238,989 94,709 0.09% 0.07% 123 +42,780 21.8% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 235,759 93,433 0.13% 0.11% 124 +3,496 1.51% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 233,380 92,490 0.18% 0.17% 125 +3,047 1.32% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Reduced 232,445 92,120 3.07% 2.86% 126 -2,126 -0.91% Q4 2025 Feb 09, 2026
Sanctuary Advisors, LLC History Added to 224,172 88,841 0.49% 0.28% 127 +57,301 34.34% Q4 2025 Jan 29, 2026
Children's Medical Center Corp History New 223,901 88,734 100.0% — 128 +223,901 New Q4 2025 Jan 29, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 220,000 87,188 1.25% 0.49% 129 +120,000 120.0% Q4 2025 Feb 17, 2026
Creative Planning History Added to 218,638 86,648 0.06% 0.06% 130 +10,899 5.25% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 214,092 84,846 0.96% 0.84% 131 +7,257 3.51% Q4 2025 Feb 05, 2026
GLOBALT Investments LLC / GA History Reduced 210,630 83,474 3.05% 3.94% 132 -92,622 -30.54% Q4 2025 Feb 06, 2026
Diversify Advisory Services, LLC History Added to 198,084 83,450 2.64% 2.44% 133 +1,301 0.66% Q4 2025 Jan 23, 2026
Rock Creek Group, LP History Reduced 208,047 82,451 9.25% 7.95% 134 -4,614 -2.17% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Reduced 205,317 81,369 0.19% 0.17% 135 -1,247 -0.6% Q4 2025 Feb 11, 2026
Independent Advisor Alliance History Added to 202,872 80,400 1.95% 1.26% 136 +66,514 48.78% Q4 2025 Feb 04, 2026
Vestmark Advisory Solutions, Inc. History Added to 202,821 80,379 1.08% 0.5% 137 +128,456 172.74% Q4 2025 Feb 06, 2026
Schonfeld Strategic Advisors LLC History Added to 202,680 80,324 0.36% 0.23% 138 +87,639 76.18% Q4 2025 Feb 17, 2026
BRIGADE CAPITAL MANAGEMENT, LP History Reduced 200,000 79,262 23.94% 19.62% 139 -250,000 -55.56% Q4 2025 Feb 13, 2026
Rathbones Group PLC History Reduced 199,499 79,064 0.31% 0.3% 140 -6,383 -3.1% Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 199,169 78,932 3.8% 2.29% 141 +106,792 115.6% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 199,058 78,888 0.37% — 142 +199,058 New Q4 2025 Feb 17, 2026
Briaud Financial Planning, Inc History Added to 198,304 78,580 19.36% 22.74% 143 +2,546 1.3% Q4 2025 Jan 28, 2026
Fore Capital, LLC History Added to 195,000 77,280 25.26% 5.1% 144 +145,000 290.0% Q4 2025 Feb 11, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 188,723 74,792 10.47% 9.41% 145 +4,612 2.51% Q4 2025 Feb 17, 2026
SCOTIA CAPITAL INC. History Added to 188,628 74,753 0.3% 0.27% 146 +12,030 6.81% Q4 2025 Feb 12, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 185,912 73,678 3.9% 3.63% 147 -3,568 -1.88% Q4 2025 Jan 15, 2026
Equitable Holdings, Inc. History Added to 180,522 71,542 0.49% 0.45% 148 +9,279 5.42% Q4 2025 Feb 17, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 174,143 69,014 2.38% 2.15% 149 +5,651 3.35% Q4 2025 Feb 12, 2026
STALEY CAPITAL ADVISERS INC History Reduced 170,619 67,618 2.79% 2.66% 150 -11,533 -6.33% Q4 2025 Feb 05, 2026
DME Capital Management, LP History Reduced 170,561 67,595 2.37% 2.45% 151 -4,540 -2.59% Q4 2025 Feb 17, 2026
CWA Asset Management Group, LLC History Added to 192,531 66,918 2.41% 2.12% 152 +31,720 19.73% Q4 2025 Jan 07, 2026
Brookstone Capital Management History Reduced 167,937 66,555 0.76% 0.73% 153 -4,024 -2.34% Q4 2025 Jan 15, 2026
Northside Capital Management, LLC History Reduced 167,763 66,486 5.78% 5.59% 154 -4,575 -2.65% Q4 2025 Jan 07, 2026
HANCOCK WHITNEY CORP History Reduced 164,802 65,312 1.18% 1.17% 155 -15,816 -8.76% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 163,124 64,647 0.21% 0.2% 156 -13,925 -7.87% Q4 2025 Feb 02, 2026
Fullerton Fund Management Co Ltd. History Reduced 162,655 64,461 2.82% 3.16% 157 -67,398 -29.3% Q4 2025 Feb 17, 2026
Mesirow Financial Investment Management, Inc. History Reduced 161,977 64,192 1.32% 1.36% 158 -52,421 -24.45% Q4 2025 Feb 05, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 153,716 60,919 1.6% 0.71% 159 +72,325 88.86% Q4 2025 Jan 28, 2026
Pictet North America Advisors SA History Added to 154,165 60,849 5.78% 5.11% 160 +246 0.16% Q4 2025 Jan 16, 2026
Neuberger Berman Group LLC History Added to 151,001 59,843 0.04% 0.02% 161 +60,074 66.07% Q4 2025 Feb 13, 2026
Centiva Capital, LP History New 150,000 59,446 0.48% — 162 +150,000 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 149,532 59,261 0.03% 0.03% 163 +19,605 15.09% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 147,509 58,456 0.36% 0.32% 164 +10,641 7.77% Q4 2025 Jan 27, 2026
Union Bancaire Privee, UBP SA History Added to 151,990 58,403 0.69% 0.22% 165 +123,636 436.04% Q4 2025 Jan 05, 2026
Squarepoint Ops LLC History Reduced 145,939 57,837 0.06% 0.07% 166 -56,309 -27.84% Q4 2025 Feb 13, 2026
Tanglewood Wealth Management, Inc. History Reduced 143,657 56,932 5.22% 5.49% 167 -22,455 -13.52% Q4 2025 Jan 29, 2026
CI INVESTMENTS INC. History Added to 143,518 56,877 0.25% 0.01% 168 +132,376 1188.08% Q4 2025 Feb 12, 2026
COMERICA BANK History Added to 141,420 56,046 0.22% 0.19% 169 +1,417 1.01% Q4 2025 Jan 29, 2026
Private Wealth Advisors, LLC History Reduced 140,547 55,700 17.8% 17.0% 170 -1,661 -1.17% Q4 2025 Feb 06, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 140,544 55,698 0.83% 0.11% 171 +118,374 533.94% Q4 2025 Feb 17, 2026
ADAPT Investment Managers SA History New 139,900 55,443 0.41% — 172 +139,900 New Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 139,161 55,150 0.63% 0.79% 173 +8,993 6.91% Q4 2025 Jan 29, 2026
Perigon Wealth Management, LLC History Added to 139,038 55,102 0.99% 0.54% 174 +64,964 87.7% Q4 2025 Jan 16, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 138,580 54,920 0.03% 0.03% 175 -23,265 -14.37% Q4 2025 Feb 13, 2026
QVR LLC History Added to 137,591 54,528 2.75% 0.23% 176 +132,225 2464.13% Q4 2025 Jan 28, 2026
Rice Partnership, LLC History Reduced 137,329 54,424 7.36% 7.21% 177 -5,545 -3.88% Q4 2025 Feb 10, 2026
PINKERTON WEALTH, LLC History Reduced 136,814 54,220 5.56% 5.54% 178 -8,185 -5.64% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 136,072 53,911 0.28% 0.29% 179 +10,491 8.35% Q4 2025 Feb 17, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 134,666 53,369 28.14% — 180 +134,666 New Q4 2025 Feb 23, 2026
Oakworth Capital, Inc. History Reduced 134,267 53,211 2.91% 2.9% 181 -7,060 -5.0% Q4 2025 Jan 30, 2026
Beacon Pointe Advisors, LLC History Added to 129,746 51,419 0.36% 0.39% 182 +25 0.02% Q4 2025 Feb 18, 2026
Wealthfront Advisers LLC History Reduced 129,639 51,377 0.11% 0.14% 183 -33,952 -20.75% Q4 2025 Jan 30, 2026
SMI Advisory Services, LLC History Reduced 121,379 51,249 8.83% 8.61% 184 -5,937 -4.66% Q4 2025 Jan 13, 2026
Bleakley Financial Group, LLC History Added to 127,608 50,572 0.88% 1.04% 185 +927 0.73% Q4 2025 Feb 09, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 122,451 48,528 0.17% 0.16% 186 -3,304 -2.63% Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 121,995 48,388 0.09% 0.03% 187 +85,117 230.81% Q4 2025 Feb 05, 2026
Richard C. Young & CO., LTD. History Reduced 121,801 48,270 4.33% 4.05% 188 -909 -0.74% Q4 2025 Jan 29, 2026
Redhawk Wealth Advisors, Inc. History Reduced 121,708 48,234 5.41% 5.49% 189 -11,227 -8.45% Q4 2025 Jan 14, 2026
IEQ CAPITAL, LLC History Added to 121,566 48,177 0.14% 0.13% 190 +3,184 2.69% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 119,478 47,350 0.19% — 191 +119,478 New Q4 2025 Feb 05, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 118,965 47,147 0.13% 0.09% 192 +35,968 43.34% Q4 2025 Jan 26, 2026
Alamea Verwaltungs GmbH History No change 131,069 46,765 31.56% 31.83% 193 0 0.0% Q4 2025 Feb 13, 2026
Chesley Taft & Associates LLC History Added to 116,082 46,004 1.82% 1.56% 194 +12,402 11.96% Q4 2025 Jan 14, 2026
Curi Capital, LLC History Added to 114,030 45,191 0.78% 0.73% 195 +1,908 1.7% Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History Reduced 113,232 45,167 0.63% 0.62% 196 -227 -0.2% Q4 2025 Feb 05, 2026
Townsend & Associates, Inc History Added to 106,639 45,143 4.03% 3.88% 197 +1,442 1.37% Q4 2025 Jan 26, 2026
HRT FINANCIAL LP History New 112,648 44,643 0.14% — 198 +112,648 New Q4 2025 Feb 12, 2026
MACKENZIE FINANCIAL CORP History Reduced 110,632 44,043 0.05% 0.05% 199 -11,510 -9.42% Q4 2025 Feb 18, 2026
IMC-Chicago, LLC History New 110,618 43,839 0.02% — 200 +110,618 New Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Reduced 110,272 43,701 0.72% 0.71% 201 -6,302 -5.41% Q4 2025 Feb 09, 2026
Envestnet Portfolio Solutions, Inc. History Added to 110,117 43,626 0.15% 0.12% 202 +19,219 21.14% Q4 2025 Feb 06, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 108,066 42,827 0.53% 0.52% 203 -3,320 -2.98% Q4 2025 Jan 29, 2026
K2 PRINCIPAL FUND, L.P. History Reduced 107,200 42,484 3.42% 8.65% 204 -192,446 -64.22% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 106,228 42,099 0.14% 0.13% 205 +1,477 1.41% Q4 2025 Jan 30, 2026
Valiant Capital Management, L.P. History Reduced 106,100 42,048 2.38% 7.96% 206 -219,200 -67.38% Q4 2025 Feb 17, 2026
Portfolio Design Labs, LLC History Reduced 104,746 41,511 6.84% 6.43% 207 -558 -0.53% Q4 2025 Feb 11, 2026
Ashton Thomas Private Wealth, LLC History Added to 102,204 40,504 0.99% 0.88% 208 +7,169 7.54% Q4 2025 Jan 29, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 100,377 39,780 0.07% 0.05% 209 -524 -0.52% Q4 2025 Feb 17, 2026
Hiddenite Capital Partners LP History No change 100,000 39,631 5.14% 6.45% 210 0 0.0% Q4 2025 Feb 05, 2026
AMG National Trust Bank History Reduced 99,402 39,393 0.93% 0.88% 211 -2,465 -2.42% Q4 2025 Jan 30, 2026
OPPENHEIMER & CO INC History Added to 99,370 39,381 0.56% 0.42% 212 +2,855 2.96% Q4 2025 Feb 02, 2026
DRW Securities, LLC History New 99,098 39,273 1.04% — 213 +99,098 New Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 98,298 38,956 0.01% 0.01% 214 -8,816 -8.23% Q4 2025 Feb 11, 2026
Leonteq Securities AG History No change 97,900 38,798 1.18% 1.05% 215 0 0.0% Q4 2025 Feb 06, 2026
MinichMacGregor Wealth Management, LLC History Reduced 97,098 38,481 6.97% 7.09% 216 -5,137 -5.02% Q4 2025 Feb 17, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 96,085 38,079 0.02% 0.02% 217 -8,450 -8.08% Q4 2025 Jan 23, 2026
Advisory Services Network, LLC History Reduced 95,352 37,788 0.53% 0.54% 218 -7,606 -7.39% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 92,925 36,827 2.22% 1.98% 219 +2,243 2.47% Q4 2025 Feb 12, 2026
VISTA FINANCE, LLC History Reduced 92,455 36,641 24.23% 22.11% 220 -1,240 -1.32% Q4 2025 Jan 27, 2026
D.A. DAVIDSON & CO. History Added to 91,643 36,319 0.22% 0.19% 221 +10,229 12.56% Q4 2025 Jan 29, 2026
Intrua Financial, LLC History Added to 90,944 36,042 3.8% 3.49% 222 +591 0.65% Q4 2025 Feb 05, 2026
BENJAMIN EDWARDS INC History Added to 90,286 35,780 0.4% 0.35% 223 +3,711 4.29% Q4 2025 Feb 02, 2026
Sicart Associates LLC History Reduced 89,675 35,539 9.43% 8.65% 224 -150 -0.17% Q4 2025 Jan 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 89,545 35,487 0.01% 0.01% 225 -31,590 -26.08% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 89,269 35,378 0.03% — 226 +89,269 New Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 88,325 35,004 0.08% 0.04% 227 +46,964 113.55% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC History Reduced 88,042 34,891 2.98% 3.11% 228 -11,436 -11.5% Q4 2025 Jan 21, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 85,244 33,783 2.49% 1.93% 229 +15,790 22.73% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 85,198 33,764 2.0% 1.55% 230 +2,710 3.29% Q4 2025 Feb 17, 2026
Ascent Group, LLC History Reduced 85,169 33,753 1.15% 1.07% 231 -60 -0.07% Q4 2025 Jan 20, 2026
SCS Capital Management LLC History Reduced 85,046 33,704 0.36% 0.34% 232 -1,444 -1.67% Q4 2025 Feb 10, 2026
Polymer Capital Management (HK) LTD History Added to 84,050 33,309 4.74% 3.51% 233 +12,411 17.32% Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 82,093 32,534 0.18% 0.15% 234 +6,110 8.04% Q4 2025 Feb 13, 2026
Essex Financial Services, Inc. History Reduced 82,047 32,516 1.85% 1.78% 235 -1,720 -2.05% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Reduced 80,861 32,046 1.43% 2.6% 236 -77,445 -48.92% Q4 2025 Jan 22, 2026
S&CO INC History No change 80,565 31,928 1.98% 1.75% 237 0 0.0% Q4 2025 Feb 05, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Added to 80,154 31,765 2.03% 1.66% 238 +8,311 11.57% Q4 2025 Jan 07, 2026
Riggs Asset Managment Co. Inc. History Added to 77,936 30,886 6.23% 5.98% 239 +306 0.39% Q4 2025 Jan 29, 2026
AlphaCore Capital LLC History Reduced 77,848 30,851 0.69% 0.95% 240 -1,675 -2.11% Q4 2025 Feb 05, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 77,670 30,781 0.18% — 241 +77,670 New Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 77,433 30,687 0.01% 0.01% 242 +6,533 9.21% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 76,435 30,291 2.17% 2.17% 243 -10,635 -12.21% Q4 2025 Feb 12, 2026
Lee Financial Co History Reduced 76,343 30,255 4.08% 3.46% 244 -1,298 -1.67% Q4 2025 Jan 22, 2026
J.Safra Asset Management Corp History Added to 76,067 30,146 1.58% 1.07% 245 +26,341 52.97% Q4 2025 Feb 11, 2026
Massar Capital Management, LP History New 75,500 29,921 3.21% — 246 +75,500 New Q4 2025 Feb 17, 2026
Janney Capital Management LLC History Reduced 75,402 29,883 1.88% 1.71% 247 -1,853 -2.4% Q4 2025 Feb 11, 2026
COBALT CAPITAL MANAGEMENT, INC. History Reduced 75,000 29,723 13.16% 13.07% 248 -5,000 -6.25% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Added to 74,855 29,665 0.21% 0.18% 249 +6,966 10.26% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 74,560 29,548 0.11% 0.12% 250 -9,988 -11.81% Q4 2025 Feb 12, 2026
Mader & Shannon Wealth Management, Inc. History No change 82,959 29,489 14.45% 14.45% 251 0 0.0% Q4 2025 Jan 29, 2026
CSS LLC/IL History Added to 74,230 29,418 1.31% 0.74% 252 +27,916 60.28% Q4 2025 Feb 17, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 74,227 29,416 0.98% 0.92% 253 -3,542 -4.55% Q4 2025 Feb 11, 2026
PINEBRIDGE INVESTMENTS LLC History New 74,194 29,403 0.22% — 254 +74,194 New Q4 2025 Feb 12, 2026
Evercore Wealth Management, LLC History Reduced 73,834 29,261 0.43% 0.39% 255 -1,559 -2.07% Q4 2025 Feb 17, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Reduced 72,966 28,917 8.16% 7.72% 256 -1,432 -1.92% Q4 2025 Jan 22, 2026
Catawba River Capital History Reduced 72,751 28,832 12.83% 11.99% 257 -1,588 -2.14% Q4 2025 Feb 05, 2026
Meridian Wealth Management, LLC History Added to 72,710 28,815 1.01% 0.87% 258 +9,013 14.15% Q4 2025 Feb 04, 2026
Pathstone Holdings, LLC History New 72,472 28,721 0.11% — 259 +72,472 New Q4 2025 Feb 13, 2026
Carrhae Capital LLP History Reduced 72,200 28,613 1.08% 5.42% 260 -186,800 -72.12% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Added to 71,673 28,404 0.16% 0.16% 261 +814 1.15% Q4 2025 Jan 26, 2026
BANK OF NOVA SCOTIA History Added to 71,644 28,394 0.04% 0.04% 262 +6,937 10.72% Q4 2025 Feb 13, 2026
Waverly Advisors, LLC History Added to 71,605 28,377 0.23% 0.23% 263 +7,251 11.27% Q4 2025 Feb 17, 2026
ACT WEALTH MANAGEMENT, LLC History Reduced 71,593 28,373 9.28% 9.83% 264 -7,278 -9.23% Q4 2025 Jan 15, 2026
Consolidated Portfolio Review Corp History Added to 71,225 28,227 2.44% 0.67% 266 +56,127 371.75% Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History No change 71,225 28,227 1.68% 1.51% 265 0 0.0% Q4 2025 Feb 17, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History Added to 60,526 28,126 18.71% 14.59% 267 +5,134 9.27% Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History Reduced 70,836 28,073 0.55% 0.55% 268 -2,929 -3.97% Q4 2025 Feb 02, 2026
Stratos Wealth Partners, LTD. History Added to 70,745 28,036 0.32% 0.28% 269 +4,367 6.58% Q4 2025 Jan 20, 2026
FIRST HORIZON CORP History Reduced 70,378 27,891 1.25% 1.25% 270 -4,510 -6.02% Q4 2025 Jan 27, 2026
Rothschild Capital Partners, LLC History Reduced 69,507 27,546 6.47% 6.53% 271 -8,226 -10.58% Q4 2025 Feb 17, 2026
Volterra Technologies LP History New 69,400 27,503 2.78% — 272 +69,400 New Q4 2025 Feb 13, 2026
Evelyn Partners Asset Management Ltd History Reduced 69,130 27,396 6.43% 6.79% 273 -15,535 -18.35% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 68,333 27,081 3.12% 3.11% 274 -592 -0.86% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 68,100 26,988 0.69% 0.65% 275 -3,082 -4.33% Q4 2025 Feb 03, 2026
Argos Wealth Advisors, LLC History New 67,412 26,783 7.19% — 276 +67,412 New Q4 2025 Feb 04, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 67,558 26,774 1.75% 1.69% 277 -1,905 -2.74% Q4 2025 Jan 23, 2026
HB Wealth Management, LLC History Added to 67,330 26,683 0.17% 0.16% 278 +1,148 1.73% Q4 2025 Jan 28, 2026
SHERMAN PORFOLIOS, LLC History Reduced 67,112 26,597 1.81% 12.44% 279 -30,935 -31.55% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 67,080 26,584 0.04% 0.04% 280 -18,520 -21.64% Q4 2025 Feb 12, 2026
Robertson Stephens Wealth Management, LLC History Added to 66,232 26,248 0.68% 0.5% 281 +19,214 40.87% Q4 2025 Feb 02, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 66,008 26,159 5.05% 4.94% 282 -1,638 -2.42% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Reduced 65,142 25,816 6.83% 6.28% 283 -448 -0.68% Q4 2025 Feb 10, 2026
Arkos Global Advisors History Reduced 65,122 25,808 3.3% 3.02% 284 -1,511 -2.27% Q4 2025 Feb 13, 2026
Bayshore Capital Advisors, LLC History New 64,765 25,667 12.82% — 285 +64,765 New Q4 2025 Feb 05, 2026
Qube Research & Technologies Ltd History Reduced 63,173 25,036 0.03% 0.03% 286 -28,711 -31.25% Q4 2025 Feb 17, 2026
Csenge Advisory Group History Reduced 62,946 24,946 1.13% 1.27% 287 -11,971 -15.98% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Reduced 62,542 24,786 1.32% 1.29% 288 -1,578 -2.46% Q4 2025 Jan 20, 2026
Omnia Family Wealth, LLC History Added to 62,542 24,786 7.32% 7.21% 289 +108 0.17% Q4 2025 Jan 16, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 62,320 24,698 0.35% 0.35% 290 -1,880 -2.93% Q4 2025 Feb 17, 2026
Cynosure Group, LLC History Added to 62,170 24,638 2.51% 1.81% 291 +15,225 32.43% Q4 2025 Feb 17, 2026
Reyes Financial Architecture, Inc. History Added to 62,138 24,625 15.0% 10.86% 292 +17,151 38.12% Q4 2025 Jan 26, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 61,850 24,511 0.36% 0.36% 293 -7,193 -10.42% Q4 2025 Feb 12, 2026
SHUFRO ROSE & CO LLC History Added to 61,563 24,398 1.65% 1.37% 294 +3,357 5.77% Q4 2025 Feb 09, 2026
GC Wealth Management RIA, LLC History Added to 61,457 24,356 0.89% 0.71% 295 +655 1.08% Q4 2025 Jan 30, 2026
Evolution Wealth Advisors, LLC History Added to 61,327 24,304 2.45% 2.89% 296 +718 1.18% Q4 2025 Jan 12, 2026
James Hambro & Partners LLP History Added to 60,438 23,951 0.86% 0.74% 297 +1,896 3.24% Q4 2025 Jan 15, 2026
Corecam Pte. Ltd. History Reduced 60,390 23,933 12.44% 10.7% 298 -52,280 -46.4% Q4 2025 Mar 02, 2026
Summit Financial, LLC History Added to 60,384 23,930 0.35% 0.29% 299 +7,644 14.49% Q4 2025 Feb 13, 2026
Capula Management Ltd History Reduced 60,000 23,778 0.12% 0.33% 300 -125,427 -67.64% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Reduced 59,620 23,628 0.48% 0.49% 301 -831 -1.37% Q4 2025 Feb 09, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 59,409 23,544 0.74% 0.72% 302 -2,469 -3.99% Q4 2025 Jan 30, 2026
ARS Wealth Advisors Group, LLC History Reduced 59,278 23,492 2.12% 2.11% 303 -823 -1.37% Q4 2025 Jan 12, 2026
Sigma Planning Corp History Added to 58,988 23,178 0.64% 0.59% 304 +746 1.28% Q4 2025 Jan 30, 2026
CIBC Private Wealth Group LLC History Added to 57,877 22,937 0.04% 0.03% 305 +1,476 2.62% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 56,967 22,576 0.46% 0.47% 306 +248 0.44% Q4 2025 Feb 03, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Reduced 56,578 22,422 10.59% 10.47% 307 -3,672 -6.09% Q4 2025 Jan 23, 2026
Greenwich Wealth Management LLC History Added to 56,500 22,391 1.0% 0.07% 308 +52,702 1387.63% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History Reduced 56,122 22,241 0.07% 0.06% 309 -1,290 -2.25% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Reduced 56,090 22,229 0.32% 0.32% 310 -2,602 -4.43% Q4 2025 Feb 09, 2026
FFG Partners, LLC History Reduced 55,781 22,106 6.41% 5.4% 311 -235 -0.42% Q4 2025 Jan 23, 2026
Knollwood Investment Advisory, LLC History No change 55,631 22,047 2.07% 1.78% 312 0 0.0% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Reduced 55,620 22,042 0.41% 0.42% 313 -2,055 -3.56% Q4 2025 Feb 06, 2026
Evelyn Partners Investment Management (Europe) Ltd History Added to 55,274 21,905 7.1% 6.55% 314 +2,129 4.01% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 54,573 21,627 0.4% 0.34% 315 +3,001 5.82% Q4 2025 Feb 11, 2026
RS CRUM INC. History Reduced 54,485 21,592 4.31% 4.43% 316 -1,570 -2.8% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 54,146 21,458 0.17% 0.1% 317 -2,004 -3.57% Q4 2025 Feb 13, 2026
Bulltick Wealth Management, LLC History Added to 54,003 21,401 4.55% 3.25% 318 +15,275 39.44% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 53,953 21,382 1.04% 0.88% 319 -6,253 -10.39% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Reduced 53,533 21,215 0.41% 0.49% 320 -3,815 -6.65% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 52,614 20,851 0.54% 0.5% 321 +1,118 2.17% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 52,253 20,708 0.37% 0.2% 322 +24,648 89.29% Q4 2025 Jan 13, 2026
Pettinga Financial Advisors LLC History Reduced 52,021 20,616 3.91% 3.69% 323 -1,267 -2.38% Q4 2025 Feb 12, 2026
Violich Capital Management, Inc. History Added to 51,886 20,562 2.29% 2.03% 324 +3,988 8.33% Q4 2025 Feb 03, 2026
Dynamic Advisor Solutions LLC History Reduced 51,654 20,471 0.66% 0.8% 325 -25,626 -33.16% Q4 2025 Jan 09, 2026
MAI Capital Management History Added to 51,592 20,446 0.12% 0.11% 326 +1,019 2.01% Q4 2025 Feb 13, 2026
Pinpoint Asset Management (Singapore) Pte. Ltd. History New 51,590 20,445 4.26% — 327 +51,590 New Q4 2025 Feb 13, 2026
Checchi Capital Advisers, LLC History Reduced 51,492 20,406 1.04% 1.1% 328 -7,937 -13.36% Q4 2025 Jan 27, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 50,970 20,199 1.47% 1.45% 329 -1,186 -2.27% Q4 2025 Feb 09, 2026
Sarasin & Partners LLP History Reduced 50,683 20,086 0.21% 0.21% 330 -9,018 -15.11% Q4 2025 Jan 08, 2026
SageGuard Financial Group, LLC History New 50,640 20,069 3.19% — 331 +50,640 New Q4 2025 Jan 27, 2026
Harvest Investment Services, LLC History Added to 50,307 19,936 3.76% 3.05% 332 +7,659 17.96% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 50,204 19,896 0.48% 0.51% 333 -6,146 -10.91% Q4 2025 Feb 17, 2026
Intrinsic Edge Capital Management LLC History No change 50,000 19,815 3.53% 2.48% 334 0 0.0% Q4 2025 Feb 12, 2026
Strategic Wealth Investment Group, LLC History Reduced 49,807 19,739 2.43% 2.57% 335 -35,986 -41.95% Q4 2025 Feb 11, 2026
Hamilton Wealth, LLC History Reduced 49,694 19,694 3.75% 3.75% 336 -894 -1.77% Q4 2025 Feb 19, 2026
Vigilare Wealth Management History Reduced 49,406 19,580 6.59% 9.8% 337 -30,178 -37.92% Q4 2025 Jan 07, 2026
Gruss & Co., LLC History Reduced 49,000 19,419 42.7% 51.88% 338 -7,000 -12.5% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 48,964 19,404 0.1% — 339 +48,964 New Q4 2025 Feb 18, 2026
Ball & Co Wealth Management Inc. History Reduced 48,573 19,284 12.42% 13.66% 340 -9,185 -15.9% Q4 2025 Jan 23, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 48,412 19,186 9.64% 9.12% 341 -65 -0.13% Q4 2025 Feb 09, 2026
Ellsworth Advisors, LLC History Reduced 45,283 19,169 3.79% 3.76% 342 -191 -0.42% Q4 2025 Jan 16, 2026
Westover Capital Advisors, LLC History Reduced 48,323 19,151 3.49% 3.33% 343 -2,317 -4.58% Q4 2025 Feb 09, 2026
Bank of New Hampshire History New 48,216 19,108 4.3% — 344 +48,216 New Q4 2025 Mar 16, 2026
ACORN CREEK CAPITAL LLC History Reduced 47,492 18,821 6.77% 6.85% 345 -3,551 -6.96% Q4 2025 Feb 02, 2026
Southeast Asset Advisors, LLC History Added to 47,200 18,705 1.78% 1.43% 346 +10,147 27.39% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 47,162 18,690 0.32% 0.3% 347 +7,076 17.65% Q4 2025 Feb 19, 2026
DSG Capital Advisors, LLC History Reduced 44,046 18,645 2.84% 3.64% 348 -20,184 -31.42% Q4 2025 Jan 27, 2026
FLOW TRADERS U.S. LLC History New 46,970 18,615 0.61% — 349 +46,970 New Q4 2025 Feb 13, 2026
Global Retirement Partners, LLC History Added to 46,908 18,589 0.33% 0.35% 350 +3,201 7.32% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 46,605 18,470 0.1% 0.1% 351 +2,683 6.11% Q4 2025 Feb 12, 2026
Wallington Asset Management, LLC History Reduced 46,480 18,420 2.34% 2.18% 352 -825 -1.74% Q4 2025 Jan 14, 2026
Revere Asset Management, Inc History New 46,420 18,396 6.47% — 353 +46,420 New Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Reduced 46,221 18,318 0.16% 0.13% 354 -425 -0.91% Q4 2025 Jan 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 46,098 18,269 0.39% 0.42% 355 -6,191 -11.84% Q4 2025 Feb 05, 2026
Western Wealth Management, LLC History Added to 46,019 18,237 0.84% 0.47% 356 +21,123 84.84% Q4 2025 Feb 05, 2026
FIDUCIARY TRUST CO History Reduced 45,896 18,189 0.21% 0.2% 357 -2,866 -5.88% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Added to 45,721 18,119 0.68% 0.57% 358 +4,172 10.04% Q4 2025 Feb 17, 2026
Cassia Capital Partners, LLC History Added to 45,220 17,921 9.7% 6.93% 359 +9,490 26.56% Q4 2025 Jan 16, 2026
BTG Pactual Asset Management US LLC History Reduced 45,198 17,912 1.74% 0.79% 360 -1,940 -4.12% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Reduced 44,934 17,807 0.05% 0.04% 361 -75 -0.17% Q4 2025 Feb 17, 2026
Carr Financial Group Corp History Added to 44,898 17,793 4.73% 4.28% 362 +1,085 2.48% Q4 2025 Jan 09, 2026
Client First Capital LLC History Added to 44,880 17,786 7.5% 6.63% 363 +3,008 7.18% Q4 2025 Jan 26, 2026
Your Advocates Ltd., LLP History Reduced 44,778 17,745 5.79% 5.66% 364 -2,752 -5.79% Q4 2025 Feb 02, 2026
Bank Pictet & Cie (Europe) AG History Added to 44,730 17,655 0.35% 0.29% 365 +4,248 10.49% Q4 2025 Jan 16, 2026
Horizon Wealth Management, LLC History Reduced 44,448 17,615 2.73% 2.36% 366 -828 -1.83% Q4 2025 Feb 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 44,369 17,584 0.58% 0.72% 367 -14,719 -24.91% Q4 2025 Feb 13, 2026
Oliver Luxxe Assets LLC History Added to 44,355 17,578 2.68% 2.47% 368 +482 1.1% Q4 2025 Jan 08, 2026
MOTCO History Reduced 44,272 17,545 1.59% 1.49% 369 -1,566 -3.42% Q4 2025 Feb 06, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 44,176 17,507 4.21% 4.06% 370 +404 0.92% Q4 2025 Feb 17, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History Reduced 44,010 17,441 1.88% 1.92% 371 -2,046 -4.44% Q4 2025 Feb 11, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 52,500 17,437 1.69% 1.87% 372 +2,500 5.0% Q4 2025 Feb 13, 2026
Integrated Advisors Network LLC History Added to 43,981 17,430 0.77% 0.64% 373 +926 2.15% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History Reduced 43,780 17,350 0.93% 0.91% 374 -747 -1.68% Q4 2025 Feb 11, 2026
AVALON CAPITAL MANAGEMENT History Reduced 43,729 17,330 4.15% 3.87% 375 -643 -1.45% Q4 2025 Feb 11, 2026
Palumbo Wealth Management LLC History Reduced 43,577 17,270 4.26% 4.95% 376 -22 -0.05% Q4 2025 Jan 21, 2026
Perennial Advisors, LLC History Added to 43,437 17,214 2.89% 2.63% 377 +635 1.48% Q4 2025 Jan 12, 2026
ASSETMARK, INC History Reduced 43,422 17,208 0.04% 0.04% 378 -5,942 -12.04% Q4 2025 Jan 23, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History Added to 43,185 17,114 1.41% 1.07% 379 +6,549 17.88% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 43,109 17,084 0.22% 0.2% 380 +606 1.43% Q4 2025 Feb 09, 2026
Greenbush Financial Group, LLC History Added to 42,758 16,945 5.76% 5.6% 381 +1,669 4.06% Q4 2025 Jan 20, 2026
LTS Liquid Investments LLC History New 42,150 16,704 15.87% — 382 +42,150 New Q4 2025 Feb 11, 2026
Ascent Wealth Partners, LLC History Added to 42,110 16,688 1.92% 1.73% 383 +135 0.32% Q4 2025 Feb 02, 2026
CENTAURUS FINANCIAL, INC. History Added to 42,037 16,660 0.76% 0.7% 384 +273 0.65% Q4 2025 Feb 13, 2026
Three Bridge Wealth Advisors, LLC History Added to 41,686 16,520 4.36% 3.78% 385 +389 0.94% Q4 2025 Feb 10, 2026
Belpointe Asset Management LLC History Added to 41,435 16,421 0.59% 0.56% 386 +460 1.12% Q4 2025 Jan 27, 2026
BFSG, LLC History Reduced 41,424 16,416 1.59% 1.43% 387 -261 -0.63% Q4 2025 Jan 22, 2026
Symphony Financial, Ltd. Co. History Added to 41,027 16,364 2.2% 1.69% 388 +1,751 4.46% Q4 2025 Feb 11, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 41,273 16,356 1.41% 1.48% 389 -4,926 -10.66% Q4 2025 Jan 30, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 41,246 16,346 0.5% 0.45% 390 -3,450 -7.72% Q4 2025 Jan 13, 2026
B. Riley Wealth Advisors, Inc. History Reduced 41,221 16,336 0.75% 0.68% 391 -30,099 -42.2% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 41,013 16,253 0.19% 0.25% 392 -38,691 -48.54% Q4 2025 Feb 13, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 40,972 16,237 2.22% 2.09% 393 -439 -1.06% Q4 2025 Jan 23, 2026
Stratos Wealth Advisors, LLC History Reduced 40,956 16,231 0.78% 0.99% 394 -17,005 -29.34% Q4 2025 Jan 20, 2026
Fortis Group Advisors, LLC History Reduced 36,365 16,150 2.71% 2.34% 395 -602 -1.63% Q4 2025 Feb 06, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 16,142 6.85% 5.94% 396 -40,728 -100.0% Q3 2025 Nov 14, 2025
Royal Fund Management, LLC History Reduced 40,631 16,102 1.46% 1.87% 397 -3,544 -8.02% Q4 2025 Jan 15, 2026
CoreCap Advisors, LLC History Added to 40,617 16,096 0.56% 0.49% 398 +2,661 7.01% Q4 2025 Jan 13, 2026
Blue Fin Capital, Inc. History Added to 40,599 16,089 2.49% 2.15% 399 +2,167 5.64% Q4 2025 Jan 23, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Reduced 40,496 16,048 4.86% 8.11% 400 -23,915 -37.13% Q4 2025 Feb 10, 2026
TSP Capital Management Group, LLC History Reduced 40,469 16,038 3.92% 3.91% 401 -600 -1.46% Q4 2025 Jan 21, 2026
Florida Trust Wealth Management Co History Added to 40,361 15,995 0.44% 0.3% 402 +10,825 36.65% Q4 2025 Jan 20, 2026
Corecam AG History New 123,783 15,991 15.62% — 403 +123,783 New Q4 2025 Feb 18, 2026
Members Advisory Group LLC History Added to 40,253 15,952 6.01% 4.26% 404 +6,387 18.86% Q4 2025 Jan 27, 2026
DAVENPORT & Co LLC History Reduced 40,238 15,946 0.08% 0.08% 405 -1,691 -4.03% Q4 2025 Jan 12, 2026
NWAM LLC History Reduced 34,384 15,908 0.89% 0.94% 406 -8,745 -20.28% Q4 2025 Feb 04, 2026
XML Financial, LLC History Reduced 40,112 15,896 1.3% 1.2% 407 -1,324 -3.2% Q4 2025 Feb 11, 2026
Targeted Financial Services LLC History New 40,078 15,882 13.68% — 408 +40,078 New Q4 2025 Mar 03, 2026
INTREPID FAMILY OFFICE LLC History Reduced 40,000 15,852 13.66% 14.87% 409 -10,000 -20.0% Q4 2025 Feb 17, 2026
Humankind Investments LLC History No change 40,000 15,852 7.11% 3.26% 410 0 0.0% Q4 2025 Feb 17, 2026
E&G Advisors, LP History Added to 39,992 15,849 3.54% 2.91% 411 +4,840 13.77% Q4 2025 Jan 23, 2026
Ballentine Partners, LLC History Reduced 39,937 15,827 0.22% 0.21% 412 -2,017 -4.81% Q4 2025 Feb 03, 2026
Jacobi Capital Management LLC History Reduced 39,921 15,821 0.92% 1.09% 413 -50,565 -55.88% Q4 2025 Feb 13, 2026
Brown University History No change 39,500 15,654 10.98% 8.3% 414 0 0.0% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 39,450 15,634 0.17% 0.12% 415 +17,140 76.83% Q4 2025 Jan 23, 2026
Choate Investment Advisors History Reduced 39,271 15,563 0.31% 0.29% 416 -30 -0.08% Q4 2025 Feb 09, 2026
STRATEGIC INVESTMENT MANAGEMENT, LLC History No change 39,210 15,539 7.88% 7.54% 417 0 0.0% Q4 2025 Jan 29, 2026
VestGen Advisors, LLC History Added to 39,141 15,511 0.66% 0.43% 418 +2,500 6.82% Q4 2025 Feb 17, 2026
Climber Capital SA History New 41,731 15,390 10.03% — 419 +41,731 New Q4 2025 Feb 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 38,805 15,378 1.84% 1.53% 420 +2,335 6.4% Q4 2025 Feb 13, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 38,785 15,370 0.21% 0.16% 421 +5,286 15.78% Q4 2025 Jan 30, 2026
Impact Partnership Wealth, LLC History Reduced 38,643 15,314 1.96% 2.79% 422 -14,145 -26.8% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Added to 38,391 15,214 0.02% 0.02% 423 +7,853 25.72% Q4 2025 Feb 05, 2026
Apollon Wealth Management, LLC History Reduced 38,278 15,169 0.26% 0.25% 424 -866 -2.21% Q4 2025 Jan 22, 2026
J.W. COLE ADVISORS, INC. History Added to 56,200 15,010 0.36% 0.36% 425 +3,578 6.8% Q4 2025 Feb 11, 2026
Lake Hills Wealth Management, LLC History Reduced 37,869 15,007 7.83% 8.64% 426 -7,633 -16.78% Q4 2025 Jan 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 37,547 14,880 0.78% 0.78% 427 +2,464 7.02% Q4 2025 Jan 26, 2026
Merit Financial Group, LLC History Added to 37,363 14,807 0.12% 0.11% 428 +4,778 14.66% Q4 2025 Jan 26, 2026
GAMCO INVESTORS, INC. ET AL History Added to 37,306 14,784 0.14% 0.13% 429 +100 0.27% Q4 2025 Feb 05, 2026
Cadence Wealth Management LLC History Reduced 37,182 14,735 7.11% 6.95% 430 -139 -0.37% Q4 2025 Feb 06, 2026
ICONIQ Capital, LLC History Reduced 36,920 14,631 0.22% 0.19% 431 -5,207 -12.36% Q4 2025 Feb 13, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 36,861 14,608 0.8% 0.76% 432 -592 -1.58% Q4 2025 Jan 13, 2026
PATTEN & PATTEN INC/TN History Added to 36,841 14,600 0.86% 0.61% 433 +7,523 25.66% Q4 2025 Feb 03, 2026
Geneva Partners, LLC History Added to 36,728 14,555 5.18% 4.61% 434 +1,203 3.39% Q4 2025 Feb 03, 2026
Alexis Investment Partners, LLC History Added to 36,167 14,425 5.37% 1.05% 435 +1,376 3.96% Q4 2025 Jan 29, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 36,330 14,397 1.04% 1.07% 436 -4,284 -10.55% Q4 2025 Feb 12, 2026
NATIXIS History Added to 36,316 14,392 0.05% 0.03% 437 +20,054 123.32% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 36,160 14,330 0.37% 0.35% 438 -658 -1.79% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Added to 36,051 14,287 0.48% 0.44% 439 +693 1.96% Q4 2025 Feb 06, 2026
IronBridge Private Wealth, LLC History No change 35,761 14,172 4.49% 4.01% 440 0 0.0% Q4 2025 Feb 23, 2026
L & S Advisors Inc History Reduced 35,752 14,168 1.31% 4.47% 441 -95,113 -72.68% Q4 2025 Feb 05, 2026
Clear Creek Financial Management, LLC History Added to 35,740 14,164 1.16% 0.89% 442 +6,851 23.71% Q4 2025 Jan 23, 2026
Fortis Capital Management LLC History Reduced 35,723 14,157 1.87% 1.82% 443 -709 -1.95% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Reduced 35,688 14,143 1.04% 1.35% 444 -12,525 -25.98% Q4 2025 Jan 20, 2026
swisspartners Advisors Ltd History No change 35,690 14,128 10.26% 10.45% 445 0 0.0% Q4 2025 Feb 04, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 35,591 14,105 0.02% 0.02% 446 -1,664 -4.47% Q4 2025 Feb 17, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Added to 35,411 14,033 1.07% 1.1% 447 +4,487 14.51% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 35,230 13,962 0.66% 0.57% 448 +4,225 13.63% Q4 2025 Jan 26, 2026
Tiptree Advisors, LLC History New 35,000 13,870 8.0% — 449 +35,000 New Q4 2025 Feb 17, 2026
OmniStar Financial Group, Inc. History Reduced 34,988 13,866 8.13% 8.37% 450 -3,865 -9.95% Q4 2025 Feb 17, 2026
SMA Capital LLC History New 34,954 13,852 6.63% — 451 +34,954 New Q4 2025 Feb 12, 2026
Scarborough Advisors, LLC History Reduced 34,952 13,851 2.34% 2.19% 452 -18 -0.05% Q4 2025 Feb 17, 2026
Marathon Trading Investment Management LLC History Reduced 34,812 13,796 0.31% 2.46% 453 -65,737 -65.38% Q4 2025 Feb 13, 2026
Sugar Maple Asset Management, LLC History Added to 34,646 13,715 9.22% 8.17% 454 +2,500 7.78% Q4 2025 Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 34,517 13,679 0.17% 0.17% 455 -1,234 -3.45% Q4 2025 Feb 10, 2026
Nicholson Meyer Capital Management, Inc. History Reduced 34,372 13,621 10.3% 9.59% 456 -723 -2.06% Q4 2025 Jan 28, 2026
STERLING INVESTMENT MANAGEMENT, LLC History Reduced 34,164 13,539 7.68% 7.5% 457 -966 -2.75% Q4 2025 Feb 03, 2026
STOCK YARDS BANK & TRUST CO History Added to 34,134 13,527 0.41% 0.36% 458 +1,561 4.79% Q4 2025 Jan 21, 2026
BOKF, NA History No change 34,098 13,513 0.21% 0.18% 459 0 0.0% Q4 2025 Feb 03, 2026
OMC Financial Services LTD History Reduced 33,962 13,459 5.02% 4.6% 460 -910 -2.61% Q4 2025 Jan 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 33,949 13,454 0.26% 0.23% 461 +2,092 6.57% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Added to 33,827 13,406 0.29% 0.24% 462 +5,161 18.0% Q4 2025 Feb 02, 2026
Andrew Hill Investment Advisors, Inc. History Reduced 33,578 13,307 10.14% 9.33% 463 -154 -0.46% Q4 2025 Jan 23, 2026
Focus Financial Network, Inc. History Added to 33,524 13,285 0.46% 0.38% 464 +3,311 10.96% Q4 2025 Jan 12, 2026
DDFG, Inc History Reduced 33,153 13,138 2.88% 2.79% 465 -789 -2.32% Q4 2025 Jan 08, 2026
CreativeOne Wealth, LLC History Reduced 33,013 13,083 0.32% 0.33% 466 -4,608 -12.25% Q4 2025 Feb 13, 2026
FLAX POND CAPITAL, LLC History New 33,007 13,081 9.72% — 467 +33,007 New Q4 2025 Mar 09, 2026
Summit Trail Advisors, LLC History Reduced 32,988 13,073 0.23% 0.17% 468 -1,543 -4.47% Q4 2025 Feb 17, 2026
Gunderson Capital Management Inc. History Added to 32,870 13,026 5.87% 3.87% 469 +3,314 11.21% Q4 2025 Jan 15, 2026
STEPHENS INC /AR/ History Added to 32,433 12,991 0.16% 0.14% 470 +850 2.69% Q4 2025 Feb 05, 2026
World Investment Advisors History Added to 32,778 12,990 0.21% 0.19% 471 +6,151 23.1% Q4 2025 Mar 12, 2026
China Universal Asset Management Co., Ltd. History Added to 32,700 12,959 1.0% 0.81% 472 +5,038 18.21% Q4 2025 Jan 29, 2026
ASSOCIATED BANC-CORP History Added to 32,661 12,943 0.33% 0.26% 473 +5,388 19.76% Q4 2025 Feb 06, 2026
Narus Financial Partners, LLC History Added to 32,588 12,914 3.56% 3.15% 474 +147 0.45% Q4 2025 Feb 09, 2026
Circle Wealth Management, LLC History Added to 32,439 12,855 0.2% 0.21% 475 +2,010 6.61% Q4 2025 Feb 13, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Reduced 32,432 12,853 3.79% 3.55% 476 -27 -0.08% Q4 2025 Feb 13, 2026
Knoll Capital Management, LLC History No change 32,000 12,681 5.82% 6.1% 477 0 0.0% Q4 2025 Feb 17, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 32,000 12,681 8.71% 7.71% 478 0 0.0% Q4 2025 Jan 23, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 31,661 12,547 9.77% — 479 +31,661 New Q4 2025 Mar 05, 2026
Canton Hathaway, LLC History Added to 31,485 12,477 2.41% 2.13% 480 +322 1.03% Q4 2025 Jan 21, 2026
LFA - Lugano Financial Advisors SA History Added to 31,384 12,437 6.42% 5.74% 481 +746 2.43% Q4 2025 Jan 29, 2026
Eddie Patel Inc History New 31,041 12,301 9.17% — 482 +31,041 New Q4 2025 Feb 17, 2026
Compass Wealth Management, LLC/GA History Reduced 30,849 12,225 5.03% 4.92% 483 -433 -1.38% Q4 2025 Feb 17, 2026
Jaffetilchin Investment Partners, LLC History Reduced 30,770 12,194 0.71% 0.66% 484 -226 -0.73% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Added to 30,755 12,188 0.72% 0.46% 485 +789 2.63% Q4 2025 Jan 30, 2026
HUNTINGTON NATIONAL BANK History Added to 30,599 12,126 0.07% 0.06% 486 +3,855 14.41% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History Added to 30,572 12,115 0.17% 0.13% 487 +7,023 29.82% Q4 2025 Feb 02, 2026
FMR LLC History Added to 30,529 12,098 0.0% 0.0% 488 +5,122 20.16% Q4 2025 Feb 17, 2026
Hibernia Wealth Partners, LLC History Added to 30,487 12,082 3.64% 3.68% 489 +14,368 89.14% Q4 2025 Feb 12, 2026
Spire Wealth Management History Reduced 30,434 12,061 0.4% 0.4% 490 -2,371 -7.23% Q4 2025 Jan 14, 2026
Trivium Point Advisory, LLC History Added to 30,412 12,052 1.21% 1.05% 491 +1,521 5.26% Q4 2025 Jan 26, 2026
INTEGRITY ALLIANCE, LLC. History Added to 30,301 12,008 0.44% 0.31% 492 +11,765 63.47% Q4 2025 Feb 09, 2026
Phoenix Financial Ltd. History Added to 30,280 11,999 0.13% 0.12% 493 +2,684 9.73% Q4 2025 Feb 05, 2026
Quantum Capital Management, LLC / NJ History Reduced 30,109 11,932 1.38% 1.22% 494 -1,138 -3.64% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 30,082 11,922 0.73% 0.53% 495 +6,084 25.35% Q4 2025 Feb 13, 2026
Senator Investment Group LP History Reduced 30,000 11,889 0.48% 0.42% 496 -2,296 -7.11% Q4 2025 Feb 13, 2026
LM Advisors LLC History Reduced 4,697 11,852 0.21% 0.58% 497 -6,560 -58.27% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Added to 29,899 11,849 1.51% 1.32% 498 +2,225 8.04% Q4 2025 Jan 23, 2026
TCM Advisors, LLC History Reduced 29,846 11,828 0.9% 1.12% 499 -223 -0.74% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Added to 29,832 11,822 0.23% 0.2% 500 +3,049 11.38% Q4 2025 Jan 14, 2026
Independent Family Office, LLC History No change 29,808 11,813 4.93% 4.48% 501 0 0.0% Q4 2025 Feb 13, 2026
Aspire Capital Advisors LLC History Reduced 29,752 11,791 2.77% 2.66% 502 -613 -2.02% Q4 2025 Jan 16, 2026
Conservest Capital Advisors, Inc. History Added to 29,702 11,771 1.06% 0.97% 503 +71 0.24% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 29,699 11,769 0.12% 0.11% 504 -1,633 -5.21% Q4 2025 Feb 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 29,521 11,699 0.01% 0.01% 505 -7,958 -21.23% Q4 2025 Feb 17, 2026
Nokomis Capital, L.L.C. History Reduced 29,517 11,697 2.77% 8.93% 506 -64,900 -68.74% Q4 2025 Feb 17, 2026
EFG International AG History New 29,484 11,684 0.23% — 507 +29,484 New Q4 2025 Feb 17, 2026
1 NORTH WEALTH SERVICES LLC History Reduced 29,079 11,524 4.05% 6.29% 508 -14,139 -32.72% Q4 2025 Feb 13, 2026
GenTrust, LLC History Reduced 28,925 11,463 0.49% 0.64% 509 -10,638 -26.89% Q4 2025 Feb 02, 2026
Atlantic Union Bankshares Corp History Reduced 28,670 11,362 0.21% 0.2% 510 -771 -2.62% Q4 2025 Feb 04, 2026
FineMark National Bank & Trust History Reduced 28,527 11,305 0.35% 0.34% 511 -660 -2.26% Q4 2025 Feb 12, 2026
PCG Wealth Advisors, LLC History Reduced 28,443 11,272 3.19% 3.6% 512 -6,292 -18.11% Q4 2025 Feb 05, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 28,427 11,265 3.5% 4.24% 513 +49 0.17% Q4 2025 Jan 08, 2026
ADVISORTRUST PARTNERS, LLC History New 28,418 11,262 4.95% — 514 +28,418 New Q4 2025 Mar 10, 2026
DBA TRADING, LLC History New 28,400 11,255 7.24% — 515 +28,400 New Q4 2025 Feb 17, 2026
Park Edge Advisors, LLC History Reduced 28,357 11,237 2.54% 2.57% 516 -2,974 -9.49% Q4 2025 Jan 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 28,323 11,224 0.84% 0.64% 517 +6,440 29.43% Q4 2025 Jan 07, 2026
Harvest Fund Management Co., Ltd History Added to 28,261 11,200 0.42% 0.41% 518 +722 2.62% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 28,151 11,156 0.02% 0.02% 519 +3,824 15.72% Q4 2025 Feb 17, 2026
Kovack Advisors, Inc. History Added to 28,071 11,124 0.52% 0.39% 520 +16,409 140.7% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 27,940 11,073 0.13% 0.11% 521 -563 -1.98% Q4 2025 Jan 16, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 26,174 11,051 7.41% 7.28% 522 -1,366 -4.96% Q4 2025 Jan 15, 2026
MONECO ADVISORS, LLC History Added to 27,861 11,041 0.88% 0.77% 523 +1,942 7.49% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History Added to 27,853 11,038 0.27% 0.25% 524 +364 1.32% Q4 2025 Jan 28, 2026
Sterling Investment Advisors, Ltd. History Added to 127,027 11,021 2.03% 0.04% 525 +126,458 22224.6% Q4 2025 Feb 09, 2026
Greykasell Wealth Strategies, Inc. History Added to 27,747 10,996 4.34% 3.82% 526 +2,228 8.73% Q4 2025 Feb 11, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Reduced 27,735 10,991 1.79% 1.65% 527 -46 -0.17% Q4 2025 Jan 27, 2026
Joel Isaacson & Co., LLC History Added to 27,723 10,986 0.36% 0.35% 528 +67 0.24% Q4 2025 Jan 30, 2026
Strategic Investment Solutions, Inc. /IL History Added to 27,670 10,983 2.64% 2.34% 529 +2,769 11.12% Q4 2025 Feb 27, 2026
1834 INVESTMENT ADVISORS CO History Reduced 27,609 10,941 1.37% 1.24% 530 -824 -2.9% Q4 2025 Jan 29, 2026
WealthCare Asset Management, LLC History New 30,579 10,887 6.88% — 531 +30,579 New Q4 2025 Feb 17, 2026
Sharp Wealth Advisory, LLC History Added to 27,386 10,853 5.46% 5.25% 532 +219 0.81% Q4 2025 Jan 16, 2026
Rehmann Capital Advisory Group History Added to 27,360 10,835 0.56% 0.49% 533 +2,035 8.04% Q4 2025 Mar 04, 2026
North Star Investment Management Corp. History Reduced 27,307 10,822 0.68% 0.65% 534 -947 -3.35% Q4 2025 Jan 30, 2026
waypoint wealth counsel History Reduced 27,288 10,814 3.96% 3.97% 535 -979 -3.46% Q4 2025 Jan 28, 2026
Prime Capital Investment Advisors, LLC History Added to 27,148 10,758 0.13% 0.11% 536 +2,163 8.66% Q4 2025 Jan 21, 2026
Whitefort Capital Management, LP History No change 27,000 10,700 2.74% 2.84% 537 0 0.0% Q4 2025 Feb 17, 2026
NVWM, LLC History Reduced 26,974 10,690 2.33% 2.3% 538 -1,810 -6.29% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Added to 26,959 10,683 0.08% 0.05% 539 +7,804 40.74% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 26,723 10,590 0.4% 0.41% 540 +9,175 52.29% Q4 2025 Feb 04, 2026
WEDBUSH SECURITIES INC History Added to 26,549 10,522 0.31% 0.27% 541 +3,285 14.12% Q4 2025 Feb 12, 2026
Lifeworks Advisors, LLC History Reduced 26,507 10,505 1.36% 1.31% 542 -1,265 -4.55% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Reduced 26,451 10,482 0.74% 0.75% 543 -99 -0.37% Q4 2025 Jan 21, 2026
Tamar Securities, LLC History Added to 26,195 10,381 1.1% 0.98% 544 +1,849 7.59% Q4 2025 Feb 13, 2026
SYON CAPITAL LLC History Reduced 26,103 10,344 0.52% 0.52% 545 -1,255 -4.59% Q4 2025 Feb 11, 2026
Pitcairn Wealth Advisors LLC History New 26,040 10,319 0.93% — 546 +26,040 New Q4 2025 Feb 13, 2026
Biltmore Wealth Management, LLC History Reduced 26,020 10,311 3.89% 3.74% 547 -1,526 -5.54% Q4 2025 Jan 16, 2026
Van Hulzen Asset Management, LLC History Added to 25,932 10,277 0.75% 0.67% 548 +550 2.17% Q4 2025 Feb 06, 2026
CPR Investments Inc. History Reduced 25,878 10,255 6.88% 6.42% 549 -383 -1.46% Q4 2025 Jan 14, 2026
Savant Capital, LLC History Reduced 25,801 10,224 0.06% 0.06% 550 -505 -1.92% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History Added to 24,645 10,182 0.11% 0.1% 551 +887 3.73% Q4 2025 Jan 26, 2026
Sovran Advisors, LLC History Reduced 24,052 10,181 0.86% 0.88% 552 -3,001 -11.09% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 25,659 10,168 0.48% 0.34% 553 +3,942 18.15% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 25,604 10,147 0.25% 0.22% 554 +1,628 6.79% Q4 2025 Feb 09, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 25,535 10,119 6.03% 5.86% 555 +932 3.79% Q4 2025 Feb 17, 2026
Redwood Park Advisors LLC History Reduced 25,268 10,013 6.81% 7.28% 556 -5,733 -18.49% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 25,185 9,981 0.11% 0.13% 557 +1,091 4.53% Q4 2025 Feb 03, 2026
Princeton Global Asset Management LLC History Reduced 25,169 9,974 1.62% 1.53% 558 -692 -2.68% Q4 2025 Jan 20, 2026
Skylands Capital, LLC History Reduced 25,040 9,923 1.35% 1.29% 559 -1,235 -4.7% Q4 2025 Jan 30, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 24,988 9,902 3.9% — 560 +24,988 New Q4 2025 Jan 15, 2026
FAS Wealth Partners, Inc. History Added to 24,824 9,838 0.64% 0.5% 561 +3,908 18.68% Q4 2025 Feb 18, 2026
Barry Investment Advisors, LLC History Reduced 24,631 9,761 2.17% 2.05% 562 -501 -1.99% Q4 2025 Feb 09, 2026
Grove Bank & Trust History Added to 24,625 9,759 1.1% 0.99% 563 +771 3.23% Q4 2025 Jan 08, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 24,344 9,647 0.34% 0.29% 564 0 0.0% Q4 2025 Feb 04, 2026
VVR Holdings LLC History New 24,267 9,617 5.0% — 565 +24,267 New Q4 2025 Feb 11, 2026
INGALLS & SNYDER LLC History Reduced 24,087 9,546 0.35% 0.3% 566 -1,349 -5.3% Q4 2025 Feb 13, 2026
Three Seasons Wealth, LLC History Reduced 24,007 9,514 0.91% 1.27% 567 -11,994 -33.32% Q4 2025 Jan 15, 2026
Journey Advisory Group, LLC History Reduced 23,991 9,507 0.8% 0.69% 568 -2,100 -8.05% Q4 2025 Jan 27, 2026
Avior Wealth Management, LLC History Added to 23,938 9,486 0.3% 0.22% 569 +4,514 23.24% Q4 2025 Jan 06, 2026
Independence Wealth Advisors, LLC History New 23,807 9,434 5.31% — 570 +23,807 New Q4 2025 Jan 09, 2026
M Holdings Securities, Inc. History New 23,759 9,416 0.67% — 571 +23,759 New Q4 2025 Feb 11, 2026
Aspect Partners, LLC History Reduced 23,757 9,415 4.12% 4.53% 572 -4,333 -15.43% Q4 2025 Jan 23, 2026
Elite Wealth Management, Inc. History New 23,729 9,404 2.56% — 573 +23,729 New Q4 2025 Feb 02, 2026
Accurate Wealth Management, LLC History Added to 22,426 9,294 1.18% 0.34% 574 +15,656 231.26% Q4 2025 Jan 14, 2026
Freestone Capital Holdings, LLC History Added to 23,405 9,275 0.27% 0.24% 575 +1,507 6.88% Q4 2025 Jan 23, 2026
Oxler Private Wealth LLC History No change 23,379 9,265 2.68% 2.42% 576 0 0.0% Q4 2025 Jan 23, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 23,012 9,120 5.35% 5.03% 577 -1,272 -5.24% Q4 2025 Jan 21, 2026
Ausdal Financial Partners, Inc. History Reduced 23,008 9,118 0.42% 0.43% 578 -1,770 -7.14% Q4 2025 Feb 13, 2026
Beacon Capital Management, Inc. History No change 22,970 9,103 0.49% 0.39% 579 0 0.0% Q4 2025 Feb 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 22,774 9,084 0.61% 0.52% 580 +3,077 15.62% Q4 2025 Jan 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 22,824 9,045 0.44% 0.45% 581 +1,867 8.91% Q4 2025 Jan 28, 2026
Williams Jones Wealth Management, LLC. History Added to 22,818 9,043 0.1% 0.09% 582 +628 2.83% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 22,776 9,026 0.2% 0.18% 583 +2,980 15.05% Q4 2025 Feb 06, 2026
Allie Family Office LLC History Added to 22,766 9,022 4.21% 3.53% 584 +1,816 8.67% Q4 2025 Feb 13, 2026
Cranbrook Wealth Management, LLC History Reduced 22,755 9,018 1.78% 1.74% 585 -1,685 -6.89% Q4 2025 Jan 28, 2026
Yarbrough Capital, LLC History No change 22,747 9,014 0.28% 0.25% 586 0 0.0% Q4 2025 Jan 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 22,742 9,012 0.46% 0.42% 587 -510 -2.19% Q4 2025 Feb 17, 2026
LS Investment Advisors, LLC History Reduced 22,709 8,999 1.26% 1.21% 588 -1,379 -5.72% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Reduced 22,486 8,911 0.06% 0.06% 589 -309 -1.36% Q4 2025 Feb 13, 2026
Stonehearth Capital Management, LLC History Reduced 22,412 8,882 3.29% 3.09% 590 -66 -0.29% Q4 2025 Jan 13, 2026
Granite Bay Wealth Management, LLC History Added to 24,522 8,871 2.13% 1.68% 591 +6,353 34.97% Q4 2025 Feb 05, 2026
MUHLENKAMP & CO INC History Added to 22,301 8,838 2.38% 2.15% 592 +59 0.27% Q4 2025 Feb 04, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 22,287 8,832 0.25% 0.23% 593 -105 -0.47% Q4 2025 Feb 13, 2026
TCTC Holdings, LLC History Added to 22,247 8,816 0.26% 0.23% 594 +340 1.55% Q4 2025 Feb 12, 2026
Curated Wealth Partners LLC History New 22,158 8,781 0.95% — 595 +22,158 New Q4 2025 Jan 12, 2026
J. Safra Sarasin Holding AG History Added to 21,928 8,697 0.14% 0.1% 596 +3,968 22.09% Q4 2025 Jan 15, 2026
Cavalier Investments, LLC History Added to 21,880 8,671 0.45% 5.15% 597 +18,474 542.4% Q4 2025 Feb 13, 2026
Brookwood Investment Group LLC History Added to 21,855 8,661 1.04% 1.0% 598 +16 0.07% Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 21,837 8,654 0.05% 0.04% 599 +6,903 46.22% Q4 2025 Feb 17, 2026
First Trust Bank, Ltd. History Reduced 21,770 8,627 19.19% 35.99% 600 -22,500 -50.82% Q4 2025 Feb 17, 2026
WealthBridge Capital Management, LLC History Added to 21,707 8,602 1.96% 1.79% 601 +297 1.39% Q4 2025 Jan 21, 2026
Banco BTG Pactual S.A. History Added to 1,600 8,568 1.46% 0.05% 602 +662 70.58% Q4 2025 Feb 12, 2026
Versant Capital Management, Inc History Reduced 21,583 8,553 1.07% 1.06% 603 -309 -1.41% Q4 2025 Jan 08, 2026
SSA SWISS ADVISORS AG History Reduced 21,489 8,516 3.97% 4.43% 604 -5,323 -19.85% Q4 2025 Feb 26, 2026
IFG Advisory, LLC History Reduced 21,464 8,506 0.37% 0.39% 605 -2,495 -10.41% Q4 2025 Feb 10, 2026
VMS Asset Management Limited History New 21,360 8,465 3.26% — 606 +21,360 New Q4 2025 Feb 11, 2026
Tepp RIA, LLC History Added to 21,313 8,446 8.36% 8.54% 607 +140 0.66% Q4 2025 Feb 04, 2026
Koshinski Asset Management, Inc. History Reduced 21,222 8,410 0.54% 0.51% 608 -299 -1.39% Q4 2025 Feb 03, 2026
Midwest Trust Co History Added to 21,180 8,393 0.1% 0.1% 609 +516 2.5% Q4 2025 Feb 04, 2026
Sequent Planning LLC History Added to 21,091 8,358 2.13% 2.03% 610 +984 4.89% Q4 2025 Feb 05, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History New 21,089 8,357 0.01% — 611 +21,089 New Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Added to 21,057 8,345 1.13% 1.03% 612 +554 2.7% Q4 2025 Feb 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 21,003 8,323 0.32% 0.28% 613 +35 0.17% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 20,762 8,228 0.16% 0.12% 614 +11,418 122.2% Q4 2025 Feb 11, 2026
WESBANCO BANK INC History Reduced 20,755 8,225 0.23% 0.21% 615 -508 -2.39% Q4 2025 Feb 03, 2026
Westside Investment Management, Inc. History Reduced 20,723 8,213 1.31% 1.19% 616 -160 -0.77% Q4 2025 Jan 23, 2026
WCG Wealth Advisors LLC History New 20,628 8,174 0.23% — 617 +20,628 New Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 20,611 8,168 4.52% — 618 +20,611 New Q4 2025 Feb 17, 2026
Colonial Trust Advisors History Added to 20,472 8,113 0.61% 0.54% 619 +752 3.81% Q4 2025 Feb 12, 2026
St. Johns Investment Management Company, LLC History Reduced 20,389 8,080 3.37% 3.19% 620 -748 -3.54% Q4 2025 Jan 29, 2026
McBroom & Associates, LLC History Reduced 20,358 8,068 3.92% 3.47% 621 -160 -0.78% Q4 2025 Jan 20, 2026
NDWM LLC History Added to 20,354 8,066 5.34% 4.69% 622 +888 4.56% Q4 2025 Feb 05, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 20,342 8,061 0.61% 0.55% 623 0 0.0% Q4 2025 Feb 04, 2026
ELEVATUS WELATH MANAGEMENT History Added to 20,249 8,024 2.19% 0.83% 624 +12,156 150.2% Q4 2025 Jan 14, 2026
Deane Retirement Strategies, Inc. History Added to 20,210 8,009 3.31% 3.05% 625 +237 1.19% Q4 2025 Jan 28, 2026
RFG Advisory, LLC History Added to 20,149 7,985 0.15% 0.12% 626 +3,782 23.11% Q4 2025 Feb 03, 2026
Estate Counselors, LLC History Added to 20,115 7,971 0.67% 0.07% 627 +17,975 839.95% Q4 2025 Feb 02, 2026
5th Street Advisors, LLC History Reduced 20,102 7,966 3.72% 3.72% 628 -1,062 -5.02% Q4 2025 Jan 30, 2026
Perissos Private Wealth Management, LLC History Added to 20,012 7,930 6.84% 4.51% 629 +2,576 14.77% Q4 2025 Feb 09, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 20,000 7,926 0.01% — 630 +20,000 New Q4 2025 Feb 13, 2026
United Asset Strategies, Inc. History Reduced 19,882 7,879 0.61% 0.89% 631 -11,254 -36.14% Q4 2025 Jan 28, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 19,873 7,875 0.1% 0.04% 632 +10,979 123.44% Q4 2025 Feb 09, 2026
HEADINVEST, LLC History Added to 19,769 7,834 1.56% 1.25% 633 +2,741 16.1% Q4 2025 Feb 02, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 19,733 7,820 0.6% 0.45% 634 -92,674 -82.45% Q4 2025 Jan 23, 2026
ZACKS INVESTMENT MANAGEMENT History New 19,727 7,818 0.06% — 635 +19,727 New Q4 2025 Feb 17, 2026
Alaethes Wealth, LLC History Reduced 19,412 7,704 2.17% 1.98% 636 -212 -1.08% Q4 2025 Feb 12, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 19,434 7,702 2.16% 2.0% 637 -480 -2.41% Q4 2025 Feb 02, 2026
Sepio Capital, LP History Added to 19,417 7,695 0.42% 0.38% 638 +1,544 8.64% Q4 2025 Feb 12, 2026
Prostatis Group LLC History Added to 19,372 7,677 1.83% 1.69% 639 +455 2.41% Q4 2025 Feb 17, 2026
TigerOak Management, L.L.C. History Reduced 19,294 7,646 2.33% 2.16% 640 -265 -1.35% Q4 2025 Jan 21, 2026
Gotham Asset Management, LLC History Added to 19,271 7,637 0.03% 0.02% 641 +5,578 40.74% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Reduced 19,134 7,582 0.08% 0.08% 642 -19 -0.1% Q4 2025 Feb 06, 2026
OneAscent Financial Services LLC History Added to 19,115 7,575 0.7% 0.14% 645 +15,967 507.21% Q4 2025 Feb 11, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 19,115 7,575 2.49% 2.1% 644 +2,920 18.03% Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History Added to 19,114 7,575 0.67% 0.57% 643 +1,784 10.29% Q4 2025 Feb 04, 2026
Delos Wealth Advisors, LLC History Reduced 19,111 7,573 4.99% 4.61% 646 -152 -0.79% Q4 2025 Feb 17, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Reduced 19,046 7,548 2.34% 2.17% 647 -495 -2.53% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Reduced 18,906 7,492 0.16% 0.22% 648 -579 -2.97% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Reduced 18,885 7,484 0.25% 0.23% 649 -145 -0.76% Q4 2025 Feb 03, 2026
HCR Wealth Advisors History Added to 18,816 7,456 0.74% 0.67% 650 +540 2.95% Q4 2025 Jan 27, 2026
GKV Capital Management Co., Inc. History Added to 18,762 7,435 2.78% 2.44% 651 +1,401 8.07% Q4 2025 Feb 10, 2026
Smart Money Group LLC History Reduced 18,657 7,393 2.16% 1.98% 652 -175 -0.93% Q4 2025 Jan 30, 2026
Cumberland Partners Ltd History Reduced 18,608 7,374 0.45% 0.47% 653 -1,639 -8.1% Q4 2025 Feb 06, 2026
SeaCrest Wealth Management, LLC History Added to 18,008 7,369 0.75% 0.66% 654 +1,209 7.2% Q4 2025 Jan 12, 2026
Savvy Advisors, Inc. History Added to 18,495 7,290 0.24% 0.26% 655 +2,779 17.68% Q4 2025 Jan 20, 2026
Apella Capital, LLC History Added to 18,164 7,198 0.14% 0.08% 656 +9,021 98.67% Q4 2025 Jan 21, 2026
Fox Hill Wealth Management History Added to 18,164 7,198 3.35% 2.79% 657 +1,400 8.35% Q4 2025 Feb 12, 2026
WORLD EQUITY GROUP, INC. History Reduced 18,143 7,190 2.01% 1.51% 658 -449 -2.42% Q4 2025 Jan 12, 2026
iA Global Asset Management Inc. History Reduced 18,115 7,179 0.09% 1.07% 659 -200,955 -91.73% Q4 2025 Feb 05, 2026
Regal Investment Advisors LLC History Reduced 18,095 7,171 0.43% 0.44% 660 -933 -4.9% Q4 2025 Feb 17, 2026
Zweig-DiMenna Associates LLC History Reduced 18,050 7,153 0.44% 0.82% 661 -14,970 -45.34% Q4 2025 Feb 10, 2026
HAMEL ASSOCIATES, INC. History Reduced 17,867 7,080 2.13% 1.96% 662 -82 -0.46% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 17,792 7,051 0.11% 0.09% 663 +2,311 14.93% Q4 2025 Feb 12, 2026
McGuire Investment Group, LLC History Added to 17,747 7,033 0.75% 0.71% 664 +141 0.8% Q4 2025 Jan 26, 2026
Baron Financial Group, LLC History Reduced 17,729 7,026 3.77% 3.77% 665 -1,638 -8.46% Q4 2025 Jan 09, 2026
Segment Wealth Management, LLC History Added to 17,675 7,004 0.41% 0.37% 666 +300 1.73% Q4 2025 Jan 29, 2026
MONTAG A & ASSOCIATES INC History Reduced 17,555 6,957 0.32% 0.29% 667 -28 -0.16% Q4 2025 Feb 02, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 17,552 6,956 0.54% 0.5% 668 +316 1.83% Q4 2025 Jan 16, 2026
Modern Wealth Management, LLC History Added to 17,537 6,950 0.13% 0.12% 669 +92 0.53% Q4 2025 Feb 17, 2026
Skyview Financial Group LLC History New 17,501 6,935 7.16% — 670 +17,501 New Q4 2025 Feb 18, 2026
Evelyn Partners Investment Management LLP History Reduced 17,483 6,928 0.19% 0.2% 671 -2,289 -11.58% Q4 2025 Feb 13, 2026
EVEXIA WEALTH LLC History Added to 16,255 6,923 1.93% 1.62% 672 +1,903 13.26% Q4 2025 Jan 16, 2026
Prosperity Consulting Group, LLC History Added to 17,426 6,906 0.31% 0.3% 673 +131 0.76% Q4 2025 Feb 17, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History Reduced 17,398 6,895 5.78% 5.34% 674 -87 -0.5% Q4 2025 Jan 29, 2026
Modera Wealth Management, LLC History Reduced 17,358 6,879 0.08% 0.07% 675 -268 -1.52% Q4 2025 Jan 21, 2026
Marin Bay Wealth Advisors, LLC History New 17,349 6,875 3.94% — 676 +17,349 New Q4 2025 Feb 17, 2026
Balboa Wealth Partners History Reduced 17,291 6,852 1.13% 1.26% 677 -3,251 -15.83% Q4 2025 Jan 16, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 17,217 6,823 3.15% — 678 +17,217 New Q4 2025 Feb 17, 2026
Plan Group Financial, LLC History Added to 17,124 6,786 1.76% 1.37% 679 +2,741 19.06% Q4 2025 Feb 03, 2026
AGH Wealth Advisors, LLC History Reduced 17,113 6,782 5.1% 4.59% 680 -486 -2.76% Q4 2025 Feb 04, 2026
Texas Yale Capital Corp. History Reduced 17,086 6,771 0.21% 0.21% 681 -1,950 -10.24% Q4 2025 Feb 10, 2026
TRUE Private Wealth Advisors History Added to 17,040 6,753 0.68% 0.57% 682 +1,432 9.17% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Added to 17,001 6,737 0.35% 0.32% 683 +577 3.51% Q4 2025 Feb 05, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Reduced 16,967 6,724 1.45% 1.33% 684 -16 -0.09% Q4 2025 Jan 26, 2026
Quent Capital, LLC History Reduced 16,920 6,705 0.48% 0.51% 685 -312 -1.81% Q4 2025 Jan 29, 2026
Coastal Bridge Advisors, LLC History Added to 16,880 6,689 0.5% 0.44% 686 +548 3.36% Q4 2025 Feb 18, 2026
Confluence Wealth Services, Inc. History Reduced 16,782 6,650 0.28% 0.3% 687 -286 -1.68% Q4 2025 Jan 28, 2026
Resolute Wealth Strategies, LLC History Added to 16,645 6,596 2.89% 2.47% 688 +1,478 9.74% Q4 2025 Feb 06, 2026
YHB Investment Advisors, Inc. History Reduced 16,615 6,584 0.45% 0.43% 689 -3 -0.02% Q4 2025 Jan 16, 2026
Refined Wealth Management History Added to 16,547 6,557 4.41% 3.73% 690 +238 1.46% Q4 2025 Jan 15, 2026
Bryn Mawr Trust Advisors, LLC History Added to 16,530 6,551 0.32% 0.22% 691 +4,007 32.0% Q4 2025 Feb 04, 2026
Centerstone Investors, LLC History Reduced 16,495 6,537 20.55% 25.96% 692 -4,000 -19.52% Q4 2025 Jan 30, 2026
Sound View Wealth Advisors Group, LLC History Added to 16,438 6,514 0.44% 0.4% 693 +112 0.69% Q4 2025 Jan 08, 2026
CASTLEARK MANAGEMENT LLC History Added to 16,435 6,513 0.19% 0.08% 694 +8,430 105.31% Q4 2025 Feb 13, 2026
Innova Wealth Partners History Reduced 16,419 6,507 3.28% 4.68% 695 -7,974 -32.69% Q4 2025 Jan 07, 2026
Wilmington Savings Fund Society, FSB History Added to 16,403 6,500 0.15% 0.13% 696 +689 4.38% Q4 2025 Feb 12, 2026
CABOT WEALTH MANAGEMENT INC History Reduced 16,368 6,486 0.72% 0.68% 697 -790 -4.6% Q4 2025 Feb 03, 2026
Twelve Points Wealth Management LLC History Reduced 15,615 6,471 1.46% 1.43% 698 -479 -2.98% Q4 2025 Jan 23, 2026
AdvisorShares Investments LLC History Added to 16,274 6,449 1.08% 0.93% 699 +190 1.18% Q4 2025 Feb 10, 2026
ROI Financial Advisors, LLC History Added to 16,267 6,446 3.7% 3.33% 700 +594 3.79% Q4 2025 Feb 13, 2026
RoundAngle Advisors LLC History Added to 16,227 6,430 4.68% 4.33% 701 +507 3.23% Q4 2025 Jan 12, 2026
Grand Central Investment Group History New 16,203 6,421 4.66% — 702 +16,203 New Q4 2025 Feb 18, 2026
Peregrine Asset Advisers, Inc. History Added to 16,168 6,407 1.81% 0.12% 703 +15,069 1371.16% Q4 2025 Feb 02, 2026
Pine Valley Investments Ltd Liability Co History Added to 16,025 6,350 0.29% 0.27% 704 +381 2.44% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History Reduced 15,995 6,338 0.07% 0.94% 705 -577,005 -97.3% Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 15,984 6,334 1.07% — 706 +15,984 New Q4 2025 Feb 12, 2026
Alpha Advisors, LLC/VA History Added to 15,978 6,332 4.88% 4.19% 707 +307 1.96% Q4 2025 Feb 12, 2026
Glen Eagle Advisors, LLC History Added to 15,973 6,330 0.86% 0.74% 708 +1,015 6.79% Q4 2025 Feb 13, 2026
Ewing Morris & Co. Investment Partners Ltd. History Reduced 15,778 6,329 2.76% 2.45% 709 -351 -2.18% Q4 2025 Feb 17, 2026
O'Domhnaill Enterprises, Inc. History New 15,958 6,324 5.92% — 710 +15,958 New Q4 2025 Feb 17, 2026
Addison Capital Co History Added to 15,957 6,323 1.58% 1.59% 711 +799 5.27% Q4 2025 Feb 02, 2026
Astra Wealth Partners LLC History Added to 15,922 6,310 3.71% 3.54% 712 +972 6.5% Q4 2025 Feb 02, 2026
Arkfeld Wealth Strategies, L.L.C. History Reduced 15,390 6,297 2.16% 2.01% 713 -51 -0.33% Q4 2025 Jan 12, 2026
Laird Norton Wetherby Trust Company, LLC History New 15,877 6,292 0.13% — 714 +15,877 New Q4 2025 Feb 17, 2026
Montis Financial, LLC History Reduced 15,861 6,286 1.24% 1.32% 715 -229 -1.42% Q4 2025 Feb 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 15,856 6,283 0.03% 0.03% 716 -2,320 -12.76% Q4 2025 Feb 09, 2026
WJ Financial Advisors LLC History Added to 15,777 6,252 5.57% 5.39% 717 +137 0.88% Q4 2025 Feb 02, 2026
Zeit Capital LLC History Reduced 15,769 6,249 4.22% 3.84% 718 -137 -0.86% Q4 2025 Jan 26, 2026
StoneX Group Inc. History Reduced 15,748 6,242 0.27% 0.26% 719 -1,286 -7.55% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History Added to 15,739 6,237 0.04% 0.03% 720 +745 4.97% Q4 2025 Jan 27, 2026
Crescent Grove Advisors, LLC History Added to 15,719 6,229 0.58% 0.42% 721 +3,175 25.31% Q4 2025 Feb 11, 2026
Concentrum Wealth Management History Added to 15,696 6,220 1.74% 1.54% 722 +708 4.72% Q4 2025 Feb 04, 2026
GoalFusion Wealth Management, LLC History Reduced 15,635 6,196 2.87% 2.69% 723 -213 -1.34% Q4 2025 Jan 06, 2026
Maridea Wealth Management LLC History Reduced 15,625 6,192 0.93% 1.15% 724 -2,650 -14.5% Q4 2025 Jan 08, 2026
truNorth Financial Services, Inc. History New 15,619 6,189 6.71% — 725 +15,619 New Q4 2025 Feb 17, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 15,472 6,131 0.25% 0.22% 726 -64 -0.41% Q4 2025 Feb 09, 2026
Balefire, LLC History Reduced 15,440 6,119 1.19% 1.2% 727 -1,516 -8.94% Q4 2025 Jan 12, 2026
Lynx Investment Advisory History Reduced 15,398 6,102 3.33% 3.47% 728 -900 -5.52% Q4 2025 Feb 05, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 15,352 6,083 1.27% 1.26% 729 -1,064 -6.48% Q4 2025 Jan 21, 2026
MACKAY SHIELDS LLC History No change 15,336 6,077 0.21% 0.19% 730 0 0.0% Q4 2025 Jan 29, 2026
PINNACLE ASSOCIATES LTD History Added to 15,315 6,069 0.08% 0.06% 731 +2,641 20.84% Q4 2025 Feb 05, 2026
Bellecapital International Ltd. History Reduced 15,280 6,055 1.07% 1.07% 732 -3,356 -18.01% Q4 2025 Feb 02, 2026
1ST SOURCE BANK History Added to 15,251 6,044 0.32% 0.27% 733 +1,039 7.31% Q4 2025 Feb 05, 2026
BlueChip Wealth Advisors LLC History Reduced 15,165 6,010 2.53% 2.39% 734 -568 -3.61% Q4 2025 Feb 05, 2026
Marex Group plc History Reduced 15,162 6,008 0.04% 0.19% 735 -60,382 -79.93% Q4 2025 Feb 12, 2026
Onyx Bridge Wealth Group LLC History Reduced 15,153 6,005 0.64% 0.62% 736 -906 -5.64% Q4 2025 Feb 18, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 15,104 5,985 1.79% 1.72% 737 -174 -1.14% Q4 2025 Jan 26, 2026
GUIDANCE CAPITAL, INC History Added to 13,245 5,983 1.46% 0.27% 738 +10,476 378.33% Q4 2025 Jan 23, 2026
Pinnacle Financial Group, LLC / IL History Reduced 15,066 5,970 1.73% 1.62% 739 -12 -0.08% Q4 2025 Feb 05, 2026
RETIREMENT CAPITAL STRATEGIES History New 15,054 5,966 2.21% — 740 +15,054 New Q4 2025 Feb 13, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 15,032 5,957 0.1% 0.09% 741 -1,441 -8.75% Q4 2025 Feb 10, 2026
Price Capital Management, Inc. History Added to 15,020 5,952 43.51% 2.98% 742 +7,870 110.07% Q4 2025 Feb 03, 2026
Consolidated Investment Group LLC History No change 15,000 5,944 0.71% 0.65% 743 0 0.0% Q4 2025 Jan 26, 2026
Apollon Financial, LLC History Added to 14,992 5,941 0.86% 0.72% 744 +2,818 23.15% Q4 2025 Jan 22, 2026
Aberdeen Group plc History Reduced 14,979 5,936 0.01% 0.01% 745 -4,831 -24.39% Q4 2025 Jan 16, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 14,961 5,929 1.72% 1.72% 746 +279 1.9% Q4 2025 Feb 11, 2026
Pointe Capital Management LLC History Reduced 14,924 5,914 2.93% 2.62% 747 -126 -0.84% Q4 2025 Feb 17, 2026
Ariadne Wealth Management, LP History No change 13,060 5,895 2.44% 2.24% 748 0 0.0% Q4 2025 Feb 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 14,822 5,874 1.45% 1.34% 749 -82 -0.55% Q4 2025 Feb 09, 2026
Bell & Brown Wealth Advisors, LLC History Reduced 14,815 5,871 1.89% 1.75% 750 -245 -1.63% Q4 2025 Jan 30, 2026
Burns Matteson Capital Management, LLC History Reduced 14,721 5,834 2.04% 2.53% 751 -3,271 -18.18% Q4 2025 Jan 15, 2026
Gould Capital, LLC History Reduced 14,695 5,823 3.59% 3.29% 752 -240 -1.61% Q4 2025 Feb 13, 2026
CHOREO, LLC History Reduced 14,592 5,815 0.07% 0.07% 753 -1,185 -7.51% Q4 2025 Jan 23, 2026
Wealth Management Associates, Inc. History Reduced 14,648 5,805 2.02% 1.87% 754 -203 -1.37% Q4 2025 Jan 20, 2026
Oppenheimer & Close, LLC History Added to 14,597 5,784 3.94% 3.49% 755 +57 0.39% Q4 2025 Feb 10, 2026
ANCHYRA PARTNERS LLC History New 14,550 5,766 1.77% — 756 +14,550 New Q4 2025 Jan 29, 2026
Aries Wealth Management History Added to 14,498 5,745 1.27% 1.18% 757 +518 3.71% Q4 2025 Jan 30, 2026
OAK FAMILY ADVISORS, LLC History Reduced 14,439 5,722 1.57% 1.38% 758 -1,052 -6.79% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Added to 14,435 5,720 0.43% 0.39% 759 +124 0.87% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 13,836 5,716 0.12% 0.11% 760 0 0.0% Q4 2025 Jan 26, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 14,360 5,691 0.91% 1.02% 761 -1,309 -8.35% Q4 2025 Jan 26, 2026
Wise Wealth Partners History Reduced 14,250 5,647 8.11% 8.43% 762 -1,293 -8.32% Q4 2025 Jan 29, 2026
WHITE PINE CAPITAL LLC History Reduced 14,238 5,642 1.55% 1.46% 763 -85 -0.59% Q4 2025 Feb 09, 2026
Advyzon Investment Management, LLC History Added to 14,227 5,638 0.65% 0.85% 764 +349 2.51% Q4 2025 Feb 13, 2026
MATAURO, LLC History Added to 14,112 5,592 0.84% 0.76% 765 +601 4.45% Q4 2025 Jan 16, 2026
Daiwa Securities Group Inc. History Added to 14,100 5,588 0.02% 0.02% 766 +800 6.02% Q4 2025 Feb 11, 2026
Galaxy Group Investments LLC History New 14,100 5,587 0.66% — 767 +14,100 New Q4 2025 Mar 23, 2026
SS&H Financial Advisors, Inc. History No change 14,049 5,568 1.62% 1.52% 768 0 0.0% Q4 2025 Jan 20, 2026
Ariston Services Group History Reduced 14,021 5,556 3.26% 3.01% 769 -43 -0.31% Q4 2025 Jan 23, 2026
MGB Wealth Management, LLC History Added to 13,973 5,541 1.58% 1.35% 770 +490 3.63% Q4 2025 Feb 17, 2026
Argent Trust Co History Added to 13,976 5,538 0.19% 0.17% 771 +210 1.53% Q4 2025 Feb 10, 2026
Hollow Brook Wealth Management LLC History Reduced 13,923 5,517 1.43% 1.51% 772 -3,982 -22.24% Q4 2025 Feb 17, 2026
CITY HOLDING CO History Reduced 13,911 5,512 0.68% 0.63% 773 -233 -1.65% Q4 2025 Jan 22, 2026
Legacy Wealth Partners, LLC History New 13,907 5,511 1.43% — 774 +13,907 New Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 13,844 5,486 0.55% 0.53% 775 -544 -3.78% Q4 2025 Jan 27, 2026
BigSur Wealth Management LLC History Reduced 13,793 5,466 1.33% 1.26% 776 -722 -4.97% Q4 2025 Jan 27, 2026
BANQUE PICTET & CIE SA History Added to 13,825 5,456 0.03% 0.03% 777 +410 3.06% Q4 2025 Jan 16, 2026
Red Door Wealth Management, LLC History Added to 13,762 5,454 0.57% 0.51% 778 +153 1.12% Q4 2025 Jan 20, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 22,407 5,446 0.5% 0.5% 779 0 0.0% Q4 2025 Feb 13, 2026
Alliance Wealth Advisors, LLC History Reduced 13,685 5,423 2.36% 2.25% 780 -445 -3.15% Q4 2025 Jan 14, 2026
Mayflower Financial Advisors, LLC History Reduced 13,653 5,410 0.65% 0.66% 781 -1,157 -7.81% Q4 2025 Jan 13, 2026
IPG Investment Advisors LLC History Added to 13,644 5,407 0.95% 0.78% 782 +1,284 10.39% Q4 2025 Feb 09, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 13,616 5,395 0.32% 0.29% 783 -358 -2.56% Q4 2025 Jan 20, 2026
Noble Wealth Management PBC History Added to 13,595 5,387 2.71% 2.52% 784 +286 2.15% Q4 2025 Jan 05, 2026
Strategic Financial Services, Inc. History Reduced 11,826 5,386 0.25% 0.5% 785 -15,936 -57.4% Q4 2025 Feb 09, 2026
Moors & Cabot, Inc. History Reduced 13,524 5,359 0.23% 0.23% 786 -1,225 -8.31% Q4 2025 Feb 10, 2026
Bison Wealth, LLC History New 12,962 5,358 0.6% — 787 +12,962 New Q4 2025 Mar 24, 2026
Latitude Advisors, LLC History Reduced 13,484 5,343 2.35% 2.36% 788 -1,036 -7.13% Q4 2025 Jan 27, 2026
BOK Financial Private Wealth, Inc. History Added to 13,475 5,340 0.33% 0.3% 789 +231 1.74% Q4 2025 Feb 06, 2026
GROUP ONE TRADING LLC History New 13,453 5,331 0.01% — 790 +13,453 New Q4 2025 Feb 12, 2026
Capital Wealth Planning, LLC History Reduced 13,407 5,313 0.03% 0.07% 791 -13,565 -50.29% Q4 2025 Feb 11, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 13,408 5,313 0.84% 0.83% 792 +64 0.48% Q4 2025 Jan 22, 2026
Trek Financial, LLC History Reduced 13,344 5,288 0.31% 0.67% 793 -18,410 -57.98% Q4 2025 Feb 04, 2026
CMG Global Holdings, LLC History Reduced 11,649 5,288 2.35% 2.23% 794 -123 -1.04% Q4 2025 Feb 05, 2026
McAlvany Wealth Management LLC History New 13,336 5,285 4.04% — 795 +13,336 New Q4 2025 Mar 25, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 13,299 5,270 1.55% 1.48% 796 -71 -0.53% Q4 2025 Jan 21, 2026
Copia Wealth Management History Reduced 13,240 5,247 3.75% 3.61% 797 -415 -3.04% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 13,238 5,246 0.15% 0.13% 798 -11,315 -46.08% Q4 2025 Feb 13, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 13,162 5,242 3.11% 2.8% 799 -499 -3.65% Q4 2025 Jan 06, 2026
Inscription Capital, LLC History Added to 13,195 5,229 0.54% 0.5% 800 +266 2.06% Q4 2025 Jan 29, 2026
Avion Wealth History Added to 13,190 5,227 1.1% 0.11% 801 +11,801 849.6% Q4 2025 Jan 23, 2026
Banque Cantonale Vaudoise History Added to 13,167 5,218 0.19% 0.11% 802 +5,274 66.82% Q4 2025 Feb 06, 2026
Certified Advisory Corp History Added to 13,079 5,183 0.47% 0.44% 803 +147 1.14% Q4 2025 Jan 12, 2026
Fire Capital Management LLC History Added to 13,078 5,182 2.58% 2.65% 804 +100 0.77% Q4 2025 Feb 03, 2026
Capital Investment Advisors, LLC History Added to 13,048 5,170 0.08% 0.07% 805 +1,054 8.79% Q4 2025 Jan 13, 2026
THEORY FINANCIAL LLC History Added to 11,110 5,162 1.74% 0.92% 806 +4,645 71.85% Q4 2025 Feb 10, 2026
DCF Advisers, LLC History Reduced 13,000 5,152 1.38% 1.71% 807 -2,000 -13.33% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History Reduced 12,990 5,148 0.54% 0.53% 808 -445 -3.31% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 11,191 5,125 0.13% 0.07% 809 +4,148 58.9% Q4 2025 Jan 28, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 12,862 5,097 1.92% 0.77% 810 +7,024 120.32% Q4 2025 Feb 09, 2026
Austin Private Wealth, LLC History Reduced 12,854 5,094 0.38% 0.36% 811 -640 -4.74% Q4 2025 Jan 20, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 12,765 5,058 0.4% 0.13% 812 +8,852 226.22% Q4 2025 Jan 30, 2026
MMA ASSET MANAGEMENT LLC History Reduced 12,741 5,049 1.8% 2.47% 813 -8,114 -38.91% Q4 2025 Feb 03, 2026
Robinson Value Management, Ltd. History Added to 12,716 5,039 2.72% 2.53% 814 +450 3.67% Q4 2025 Jan 12, 2026
Nvest Financial, LLC History Added to 12,703 5,034 2.09% 1.96% 815 +3,111 32.43% Q4 2025 Feb 10, 2026
Visionary Wealth Advisors History Added to 12,660 5,017 0.23% 0.19% 816 +1,102 9.53% Q4 2025 Feb 13, 2026
D.B. Root & Company, LLC History Added to 12,657 5,016 1.22% 1.05% 817 +969 8.29% Q4 2025 Feb 03, 2026
Betterment LLC History Added to 12,655 5,015 0.01% 0.01% 818 +3,845 43.64% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 12,626 5,003 0.1% 0.09% 819 +333 2.71% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 12,582 4,986 0.08% 0.08% 820 -1,219 -8.83% Q4 2025 Jan 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 12,580 4,985 0.11% 0.11% 821 -284 -2.21% Q4 2025 Jan 27, 2026
Cyndeo Wealth Partners, LLC History Reduced 12,558 4,977 0.27% 0.25% 822 -65 -0.51% Q4 2025 Jan 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 12,555 4,975 1.23% 1.49% 823 -6,031 -32.45% Q4 2025 Jan 08, 2026
Centennial Bank/AR/ History Reduced 12,517 4,960 1.97% 1.78% 824 -198 -1.56% Q4 2025 Feb 17, 2026
Rye Brook Capital LLC History No change 12,500 4,954 4.63% 2.31% 825 0 0.0% Q4 2025 Jan 27, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 12,422 4,922 0.1% 0.06% 826 +3,886 45.52% Q4 2025 Feb 05, 2026
Traynor Capital Management, Inc. History Added to 12,414 4,919 0.26% 0.24% 827 +718 6.14% Q4 2025 Jan 12, 2026
NWF Advisory Services Inc. History Reduced 12,367 4,901 0.54% 0.65% 828 -4,409 -26.28% Q4 2025 Mar 03, 2026
Texas Bank & Trust Co History Reduced 12,330 4,886 1.78% 1.68% 829 -163 -1.3% Q4 2025 Feb 06, 2026
National Wealth Management Group, LLC History Reduced 12,322 4,883 1.69% 1.7% 830 -337 -2.66% Q4 2025 Jan 12, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 12,310 4,878 0.18% 0.17% 831 0 0.0% Q4 2025 Feb 13, 2026
Evelyn Partners Investment Management Services Ltd History Reduced 12,302 4,875 0.61% 0.59% 832 -103 -0.83% Q4 2025 Feb 13, 2026
THOMIST CAPITAL MANAGEMENT, LP History Reduced 12,150 4,846 1.03% 3.36% 833 -36,150 -74.84% Q4 2025 Feb 13, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 12,184 4,828 0.52% 0.49% 834 -128 -1.04% Q4 2025 Jan 28, 2026
Central Asset Investments & Management Holdings (HK) Ltd History Reduced 12,173 4,824 3.14% 2.89% 835 -1,604 -11.64% Q4 2025 Feb 05, 2026
One Capital Management, LLC History Reduced 12,174 4,824 0.15% 0.15% 836 -724 -5.61% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 12,145 4,813 0.04% 0.03% 837 +3,222 36.11% Q4 2025 Feb 12, 2026
Emmett Investment Management, LP History No change 12,055 4,801 3.7% 3.37% 838 0 0.0% Q4 2025 Feb 17, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 65,100 4,778 1.32% 0.75% 839 0 0.0% Q4 2025 Feb 03, 2026
Bosman Wealth Management, LLC History Added to 12,051 4,775 3.92% 1.41% 840 +6,928 135.23% Q4 2025 Jan 27, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 12,000 4,755 0.04% — 843 +12,000 New Q4 2025 Feb 11, 2026
Amundi History Reduced 12,000 4,755 0.0% 0.0% 841 -2,765 -18.73% Q4 2025 Feb 17, 2026
Telligent Fund, LP History No change 12,000 4,755 5.29% 3.64% 842 0 0.0% Q4 2025 Feb 10, 2026
Signal Advisors Wealth, LLC History Added to 11,944 4,733 0.38% 0.37% 844 +384 3.32% Q4 2025 Jan 13, 2026
Continuum Advisory, LLC History Reduced 11,852 4,697 0.47% 0.45% 845 -95 -0.8% Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History Added to 11,072 4,664 0.22% 0.17% 846 +2,356 27.03% Q4 2025 Jan 21, 2026
Sterling Financial Planning, Inc. History Reduced 11,718 4,644 1.4% 1.39% 847 -701 -5.64% Q4 2025 Jan 27, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History Reduced 11,717 4,643 0.66% 0.64% 848 -480 -3.94% Q4 2025 Feb 10, 2026
Relyea Zuckerberg Hanson LLC History No change 11,691 4,633 0.47% 0.44% 849 0 0.0% Q4 2025 Jan 20, 2026
Obermeyer Wealth Partners History Reduced 11,649 4,616 0.21% 0.2% 850 -424 -3.51% Q4 2025 Jan 29, 2026
Orin Green Financial, LLC History Added to 11,621 4,605 1.84% 1.64% 851 +48 0.41% Q4 2025 Feb 06, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 11,507 4,560 0.01% 0.01% 852 +278 2.48% Q4 2025 Feb 05, 2026
Fortis Capital Advisors, LLC History Reduced 11,420 4,525 0.67% 0.65% 853 -51 -0.44% Q4 2025 Jan 27, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 11,379 4,509 0.07% 0.08% 854 -1,133 -9.06% Q4 2025 Jan 28, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 11,352 4,498 3.07% 3.7% 855 -2,618 -18.74% Q4 2025 Feb 05, 2026
BECK MACK & OLIVER LLC History Reduced 11,315 4,484 0.08% 0.07% 856 -200 -1.74% Q4 2025 Feb 12, 2026
SFMG, LLC History Added to 11,302 4,479 0.3% 0.25% 857 +1,080 10.57% Q4 2025 Feb 10, 2026
ABLE Financial Group, LLC History Reduced 11,251 4,458 0.91% 0.87% 859 -101 -0.89% Q4 2025 Jan 23, 2026
LOOMIS SAYLES & CO L P History No change 11,250 4,458 0.01% 0.0% 858 0 0.0% Q4 2025 Feb 12, 2026
INSPIRION WEALTH ADVISORS, LLC History Added to 11,247 4,457 0.55% 0.21% 860 +5,067 81.99% Q4 2025 Jan 09, 2026
Advisor Resource Council History Added to 10,956 4,452 1.58% 3.61% 862 +3,435 45.67% Q4 2025 Feb 10, 2026
Avalon Trust Co History Added to 11,234 4,452 0.29% 0.26% 861 +141 1.27% Q4 2025 Feb 09, 2026
Expressive Wealth LLC History New 11,167 4,425 4.78% — 863 +11,167 New Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Reduced 11,139 4,414 0.0% 0.0% 864 -1,267 -10.21% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History Added to 11,132 4,411 0.18% 0.16% 865 +1,076 10.7% Q4 2025 Jan 16, 2026
Markin Asset Management, LP History New 11,107 4,401 4.84% — 866 +11,107 New Q4 2025 Feb 13, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Reduced 11,076 4,389 1.62% 1.44% 867 -105 -0.94% Q4 2025 Jan 21, 2026
SG Trading Solutions, LLC History New 11,045 4,377 1.02% — 868 +11,045 New Q4 2025 Feb 24, 2026
Samalin Investment Counsel, LLC History Added to 11,034 4,373 1.55% 1.29% 869 +498 4.73% Q4 2025 Jan 30, 2026
Matrix Trust Co History Reduced 11,018 4,366 0.72% 0.62% 870 -162 -1.45% Q4 2025 Jan 13, 2026
Professional Financial Advisors, LLC History Added to 11,004 4,360 0.89% 0.76% 871 +783 7.66% Q4 2025 Jan 15, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 10,988 4,354 0.94% 0.92% 872 -360 -3.17% Q4 2025 Jan 29, 2026
SteelPeak Wealth, LLC History Added to 10,982 4,352 0.14% 0.04% 873 +7,306 198.75% Q4 2025 Jan 20, 2026
JTC Employer Solutions Trustee Ltd History No change 10,953 4,341 0.29% 0.33% 874 0 0.0% Q4 2025 Feb 10, 2026
Centric Wealth Management History Reduced 10,162 4,340 0.92% 0.85% 875 -263 -2.52% Q4 2025 Feb 04, 2026
SIMON QUICK ADVISORS, LLC History Added to 10,943 4,336 0.19% 0.17% 876 +541 5.2% Q4 2025 Jan 29, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History Reduced 10,921 4,328 2.89% 2.69% 877 -20 -0.18% Q4 2025 Feb 10, 2026
AlphaStar Capital Management, LLC History Added to 10,878 4,311 0.32% 0.28% 878 +1,722 18.81% Q4 2025 Feb 02, 2026
Sandbox Financial Partners, LLC History Added to 10,858 4,303 1.19% 0.97% 879 +1,330 13.96% Q4 2025 Jan 07, 2026
Financial Engines Advisors L.L.C. History Reduced 10,839 4,295 0.01% 0.02% 880 -20,000 -64.85% Q4 2025 Feb 12, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 10,826 4,290 0.27% 0.26% 881 +485 4.69% Q4 2025 Feb 11, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 10,812 4,285 1.07% 0.98% 882 -115 -1.05% Q4 2025 Jan 22, 2026
Pinnacle Family Advisors, LLC History Added to 10,806 4,282 1.88% 1.52% 883 +1,022 10.45% Q4 2025 Feb 17, 2026
Cannell & Spears LLC History Added to 10,802 4,280 0.08% 0.07% 884 +224 2.12% Q4 2025 Feb 17, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 10,732 4,253 0.29% 0.26% 885 +406 3.93% Q4 2025 Feb 03, 2026
SMART Wealth LLC History Added to 10,707 4,243 1.29% 1.43% 886 +60 0.56% Q4 2025 Jan 26, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Reduced 10,687 4,235 0.6% 0.65% 887 -887 -7.66% Q4 2025 Jan 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 10,685 4,234 0.06% 0.05% 888 +400 3.89% Q4 2025 Feb 09, 2026
44 WEALTH MANAGEMENT LLC History Added to 10,674 4,230 1.42% 1.14% 889 +1,242 13.17% Q4 2025 Feb 09, 2026
MBL Wealth, LLC History Reduced 10,646 4,219 0.34% 0.34% 890 -257 -2.36% Q4 2025 Jan 21, 2026
Fourth Dimension Wealth, LLC History Reduced 10,594 4,198 1.53% 1.48% 891 -291 -2.67% Q4 2025 Feb 04, 2026
Ciovacco Capital Management LLC History Reduced 10,590 4,196 2.1% 1.9% 892 -3 -0.03% Q4 2025 Feb 09, 2026
Chatterton & Associates Inc. History New 10,561 4,185 3.58% — 893 +10,561 New Q4 2025 Jan 20, 2026
Newman Dignan & Sheerar, Inc. History Added to 10,533 4,174 0.87% 0.8% 894 +49 0.47% Q4 2025 Jan 22, 2026
Americana Partners, LLC History Added to 10,527 4,171 0.11% 0.09% 895 +2,575 32.38% Q4 2025 Feb 06, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 10,471 4,149 0.25% 0.21% 896 +771 7.95% Q4 2025 Feb 10, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 10,411 4,125 0.45% 0.42% 897 0 0.0% Q4 2025 Jan 20, 2026
NATIXIS ADVISORS, LLC History New 10,406 4,124 0.01% — 898 +10,406 New Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Added to 10,367 4,108 0.15% 0.13% 899 +503 5.1% Q4 2025 Feb 02, 2026
Leo Wealth, LLC History Added to 10,319 4,089 0.3% 0.39% 900 +1,841 21.72% Q4 2025 Jan 21, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 8,970 4,085 0.58% 0.46% 901 +1,124 14.33% Q4 2025 Feb 11, 2026
Accel Wealth Management History Added to 10,302 4,082 1.12% 0.92% 902 +1,388 15.57% Q4 2025 Jan 20, 2026
Flagship Private Wealth, LLC History Added to 10,301 4,082 1.6% 1.43% 903 +295 2.95% Q4 2025 Feb 04, 2026
Wealth Advisory Solutions, LLC History Reduced 10,279 4,073 0.95% 1.1% 904 -2,455 -19.28% Q4 2025 Jan 16, 2026
Platform Technology Partners History Added to 10,275 4,072 0.87% 0.77% 905 +1,209 13.34% Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History Reduced 10,269 4,069 1.65% 1.76% 906 -626 -5.75% Q4 2025 Jan 21, 2026
Narwhal Capital Management History Reduced 10,263 4,067 0.3% 0.27% 907 -177 -1.7% Q4 2025 Jan 30, 2026
Summit Financial Strategies, Inc. History Added to 10,255 4,064 0.33% 0.31% 908 +20 0.2% Q4 2025 Jan 27, 2026
Financial Plan, Inc. History New 10,198 4,041 0.46% — 909 +10,198 New Q4 2025 Jan 28, 2026
Solstein Capital, LLC History Reduced 10,193 4,039 1.62% 0.83% 910 -50 -0.49% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Reduced 10,190 4,038 0.09% 0.08% 911 -15 -0.15% Q4 2025 Feb 04, 2026
FIRST CITIZENS BANK & TRUST CO History No change 10,185 4,036 0.08% 0.08% 912 0 0.0% Q4 2025 Feb 18, 2026
EverSource Wealth Advisors, LLC History Added to 10,184 4,035 0.15% 0.14% 913 +307 3.11% Q4 2025 Feb 06, 2026
Procyon Advisors, LLC History Added to 10,128 4,013 0.2% 0.2% 914 +823 8.84% Q4 2025 Jan 07, 2026
Quintet Private Bank (Europe) S.A. History Reduced 10,091 3,999 0.23% 0.37% 915 -8,292 -45.11% Q4 2025 Jan 20, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 10,083 3,995 0.32% 0.11% 916 +6,520 182.99% Q4 2025 Feb 12, 2026
Wealthspire Retirement, LLC History Reduced 10,067 3,989 0.24% 0.24% 917 -415 -3.96% Q4 2025 Feb 18, 2026
Gouws Capital LLC History No change 10,030 3,974 2.1% 1.96% 918 0 0.0% Q4 2025 Feb 02, 2026
Cornerstone Advisory, LLC History Added to 10,017 3,969 0.38% 0.17% 919 +5,165 106.45% Q4 2025 Jan 28, 2026
Coordinated Financial Services, Inc. History Reduced 10,001 3,963 2.28% 2.28% 920 -20 -0.2% Q4 2025 Feb 09, 2026
Independent Wealth Network Inc. History Added to 9,970 3,951 1.21% 1.13% 921 +80 0.81% Q4 2025 Jan 26, 2026
Ignite Planners, LLC History Added to 8,953 3,944 0.6% 0.27% 922 +4,232 89.64% Q4 2025 Feb 06, 2026
CERTUITY, LLC History Added to 9,906 3,926 0.25% 0.24% 923 +30 0.3% Q4 2025 Jan 30, 2026
Weaver Consulting Group History Reduced 9,901 3,923 0.96% 0.91% 924 -148 -1.47% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History Reduced 6,283 3,922 0.25% 0.24% 925 -152 -2.36% Q4 2025 Jan 23, 2026
Wells Financial Advisors INC History Reduced 9,893 3,920 7.45% 6.09% 926 -2,899 -22.66% Q4 2025 Feb 02, 2026
Insight Advisors, LLC/ PA History Added to 9,879 3,915 0.59% 0.47% 927 +1,134 12.97% Q4 2025 Feb 11, 2026
WESTBOURNE INVESTMENTS, INC. History Added to 9,871 3,911 1.82% 1.74% 928 +5 0.05% Q4 2025 Jan 22, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 9,867 3,910 0.01% 0.02% 929 -10,233 -50.91% Q4 2025 Feb 10, 2026
BARINGS LLC History Reduced 9,828 3,906 0.07% 0.12% 930 -7,565 -43.49% Q4 2025 Feb 12, 2026
Bridgewater Advisors Inc. History Reduced 8,774 3,892 0.25% 0.24% 931 -814 -8.49% Q4 2025 Jan 23, 2026
HERBST GROUP, LLC History Added to 9,810 3,887 2.29% 1.75% 932 +1,893 23.91% Q4 2025 Jan 16, 2026
Fermata Advisors, LLC History Added to 9,803 3,885 0.93% 0.83% 933 +552 5.97% Q4 2025 Jan 08, 2026
Permanent Capital Management, LP History Reduced 9,803 3,885 0.76% 0.67% 934 -229 -2.28% Q4 2025 Jan 07, 2026
PRIVATE TRUST CO NA History Added to 9,802 3,884 0.34% 0.28% 935 +928 10.46% Q4 2025 Jan 26, 2026
Luminist Capital LLC History Reduced 9,785 3,877 4.78% 7.05% 936 -13,172 -57.38% Q4 2025 Feb 13, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 9,784 3,877 1.76% 1.69% 937 -277 -2.75% Q4 2025 Jan 26, 2026
Palisades Hudson Asset Management, L.P. History No change 9,758 3,867 1.5% 1.26% 938 0 0.0% Q4 2025 Jan 30, 2026
South Shore Capital Advisors History New 9,750 3,864 2.82% — 939 +9,750 New Q4 2025 Jan 21, 2026
Laurel Wealth Advisors LLC History Added to 9,738 3,859 0.51% 0.48% 940 +7 0.07% Q4 2025 Jan 30, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 9,719 3,851 1.42% 1.32% 941 -69 -0.7% Q4 2025 Feb 17, 2026
Dorsey Wright & Associates History Added to 9,697 3,843 0.83% 0.76% 942 +148 1.55% Q4 2025 Feb 20, 2026
Welch Group, LLC History Added to 9,639 3,820 0.15% 0.12% 943 +1,271 15.19% Q4 2025 Jan 26, 2026
Morse Asset Management, Inc History Added to 9,629 3,816 0.76% 0.67% 944 +164 1.73% Q4 2025 Feb 03, 2026
Austin Wealth Management, LLC History Reduced 9,276 3,816 0.56% 0.55% 945 -75 -0.8% Q4 2025 Jan 26, 2026
Private Wealth Partners, LLC History Reduced 9,616 3,810 0.27% 0.24% 946 -40 -0.41% Q4 2025 Jan 27, 2026
Empower Advisory Group, LLC History Added to 9,553 3,785 0.01% 0.01% 947 +345 3.75% Q4 2025 Feb 12, 2026
MRP Capital Investments, LLC History Reduced 9,547 3,783 3.17% 2.56% 948 -225 -2.3% Q4 2025 Feb 09, 2026
ALTFEST L J & CO INC History Reduced 9,545 3,782 0.41% 1.08% 949 -17,796 -65.09% Q4 2025 Jan 23, 2026
Empirical Asset Management, LLC History Reduced 35,588 3,778 1.07% 1.02% 950 -816 -2.24% Q4 2025 Feb 06, 2026
ESG Planning DBA Harper Investing History Added to 9,534 3,778 1.63% 1.57% 951 +264 2.85% Q4 2025 Feb 04, 2026
HUB Investment Partners, LLC History Reduced 9,527 3,775 0.1% 0.12% 952 -1,021 -9.68% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 9,511 3,769 0.05% — 953 +9,511 New Q4 2025 Feb 17, 2026
Congress Park Capital LLC History Added to 9,465 3,751 1.12% 1.03% 954 +95 1.01% Q4 2025 Jan 14, 2026
Connective Portfolio Management, LLC History No change 9,465 3,751 6.76% 5.93% 955 0 0.0% Q4 2025 Jan 12, 2026
Northeast Financial Group, Inc. History Reduced 9,459 3,748 0.85% 0.85% 956 -173 -1.8% Q4 2025 Feb 17, 2026
Parcion Private Wealth LLC History Added to 9,454 3,746 0.23% 0.2% 957 +478 5.33% Q4 2025 Jan 26, 2026
Aspire Private Capital, LLC History Reduced 9,443 3,742 0.83% 0.87% 958 -3,469 -26.87% Q4 2025 Jan 16, 2026
Nicholas Hoffman & Company, LLC. History Added to 9,400 3,725 0.09% 0.08% 959 +584 6.62% Q4 2025 Feb 02, 2026
Towneley Capital Management, Inc / DE History Reduced 9,376 3,715 0.78% 0.78% 960 -675 -6.72% Q4 2025 Jan 30, 2026
Discipline Wealth Solutions, LLC History Added to 9,375 3,715 0.69% 0.86% 961 +189 2.06% Q4 2025 Jan 26, 2026
Financial & Tax Architects, LLC History Added to 9,372 3,714 0.83% 0.05% 962 +8,723 1344.07% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Added to 9,368 3,712 0.11% 0.08% 963 +2,099 28.88% Q4 2025 Feb 19, 2026
Pure Financial Advisors, LLC History Added to 9,360 3,709 0.67% 0.05% 964 +712 8.23% Q4 2025 Mar 04, 2026
Gradient Capital Advisors, LLC History Reduced 9,316 3,692 0.95% 0.9% 965 -171 -1.8% Q4 2025 Feb 06, 2026
Emergent Wealth Advisors, LLC History Reduced 9,304 3,687 2.07% 1.99% 966 -389 -4.01% Q4 2025 Jan 14, 2026
Bluesphere Advisors LLC History Added to 9,299 3,685 1.63% 1.36% 967 +923 11.02% Q4 2025 Jan 21, 2026
Taylor & Morgan Wealth Management, LLC History Added to 9,235 3,659 2.05% 0.67% 968 +6,163 200.62% Q4 2025 Jan 16, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 9,182 3,638 0.84% 0.52% 969 +3,082 50.52% Q4 2025 Jan 28, 2026
KCM INVESTMENT ADVISORS LLC History Added to 9,139 3,621 0.12% 0.08% 970 +2,155 30.86% Q4 2025 Feb 13, 2026
Artesa Financial Group, LLC History New 9,134 3,619 3.72% — 972 +9,134 New Q4 2025 Feb 11, 2026
Curran Financial Partners, LLC History Reduced 9,133 3,619 0.69% 0.68% 971 -482 -5.01% Q4 2025 Jan 22, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 7,592 3,614 0.03% 0.03% 973 0 0.0% Q4 2025 Jan 28, 2026
Sage Investment Advisers LLC History New 9,060 3,590 2.69% — 974 +9,060 New Q4 2025 Feb 10, 2026
Sassicaia Capital Advisers LLC History Reduced 9,000 3,566 7.81% 6.27% 975 -30,567 -77.25% Q4 2025 Feb 13, 2026
VELA Investment Management, LLC History New 9,000 3,566 0.84% — 976 +9,000 New Q4 2025 Feb 02, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 8,978 3,558 0.35% 0.33% 977 -372 -3.98% Q4 2025 Jan 20, 2026
First Bank & Trust History No change 8,940 3,543 0.58% 0.53% 978 0 0.0% Q4 2025 Jan 12, 2026
Midwest Professional Planners, LTD. History Reduced 8,904 3,528 0.84% 0.81% 979 -466 -4.97% Q4 2025 Feb 06, 2026
Overbrook Management Corp History New 8,900 3,527 0.61% — 980 +8,900 New Q4 2025 Jan 09, 2026
Sendero Wealth Management, LLC History Added to 8,895 3,525 0.39% 0.36% 981 +319 3.72% Q4 2025 Jan 13, 2026
Sowell Financial Services LLC History Added to 8,877 3,518 0.13% 0.12% 982 +302 3.52% Q4 2025 Jan 21, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Reduced 8,875 3,517 1.67% 1.51% 983 -175 -1.93% Q4 2025 Jan 29, 2026
Walkner Condon Financial Advisors LLC History Added to 8,856 3,509 0.49% 0.5% 984 +6 0.07% Q4 2025 Jan 21, 2026
Capital Group Private Client Services, Inc. History Added to 8,833 3,500 0.06% 0.05% 985 +960 12.19% Q4 2025 Feb 11, 2026
Marble Wealth, LLC History New 8,827 3,498 0.49% — 987 +8,827 New Q4 2025 Feb 10, 2026
HIGHLINE WEALTH PARTNERS LLC History Reduced 8,828 3,498 0.98% 0.86% 986 -175 -1.94% Q4 2025 Jan 15, 2026
SVB WEALTH LLC History Reduced 8,815 3,493 0.21% 0.26% 988 -4,938 -35.9% Q4 2025 Feb 04, 2026
New England Private Wealth Advisors LLC History Reduced 8,807 3,490 0.43% 0.41% 989 -27 -0.31% Q4 2025 Feb 13, 2026
Brendel Financial Advisors LLC History Added to 8,805 3,489 1.72% 1.57% 990 +229 2.67% Q4 2025 Jan 26, 2026
Intellectus Partners, LLC History Added to 8,803 3,488 0.67% 0.55% 991 +825 10.34% Q4 2025 Feb 10, 2026
Kercheville Advisors, LLC History Added to 7,719 3,487 0.91% 0.74% 992 +865 12.62% Q4 2025 Jan 29, 2026
RWA WEALTH PARTNERS, LLC History Added to 8,767 3,474 0.04% 0.03% 993 +109 1.26% Q4 2025 Feb 12, 2026
Castle Rock Wealth Management, LLC History Reduced 7,670 3,458 0.75% 0.63% 994 -340 -4.24% Q4 2025 Feb 05, 2026
Hanson & Doremus Investment Management History Reduced 8,717 3,455 0.42% 0.39% 995 -43 -0.49% Q4 2025 Jan 20, 2026
Corundum Group, Inc. History Reduced 8,687 3,442 1.16% 1.34% 996 -470 -5.13% Q4 2025 Jan 12, 2026
Broyhill Asset Management, LLC History No change 8,655 3,430 3.02% 2.7% 997 0 0.0% Q4 2025 Feb 13, 2026
DIVERSIFIED MANAGEMENT INC History New 8,636 3,422 0.8% — 998 +8,636 New Q4 2025 Jan 26, 2026
Clear Street Group Inc. History Reduced 8,584 3,401 0.01% 0.02% 999 -5,161 -37.55% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 8,580 3,400 0.23% 3.8% 1000 -142,816 -94.33% Q4 2025 Jan 08, 2026
Net Worth Advisory Group History Added to 8,547 3,387 0.68% 0.37% 1001 +4,912 135.13% Q4 2025 Jan 14, 2026
Synergy Asset Management, LLC History Reduced 8,536 3,382 0.35% 0.2% 1002 -8,845 -50.89% Q4 2025 Jan 13, 2026
Nadler Financial Group, Inc. History Added to 8,530 3,380 0.31% 0.28% 1003 +122 1.45% Q4 2025 Jan 28, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 8,506 3,371 0.67% 0.61% 1004 -33 -0.39% Q4 2025 Jan 16, 2026
Keating Financial Advisory Services, Inc. History New 8,488 3,363 0.46% — 1005 +8,488 New Q4 2025 Feb 09, 2026
GWN SECURITIES INC. History Added to 8,467 3,355 0.68% 0.59% 1006 +1,364 19.2% Q4 2025 Feb 11, 2026
Creekside Partners History Added to 8,446 3,347 1.41% 1.31% 1007 +55 0.66% Q4 2025 Feb 13, 2026
Acorn Wealth Advisors, LLC History Added to 8,419 3,336 0.99% 0.76% 1008 +1,611 23.66% Q4 2025 Feb 10, 2026
Roundview Capital LLC History Reduced 8,401 3,329 0.2% 0.19% 1009 -203 -2.36% Q4 2025 Feb 09, 2026
Centennial Wealth Advisory LLC History Added to 8,366 3,315 0.88% 0.78% 1010 +470 5.95% Q4 2025 Jan 14, 2026
Bedel Financial Consulting, Inc. History Added to 8,354 3,310 0.36% 0.24% 1011 +2,994 55.86% Q4 2025 Jan 28, 2026
Mission Creek Capital Partners, Inc. History Reduced 8,302 3,290 0.66% 0.58% 1012 -25 -0.3% Q4 2025 Feb 12, 2026
Compass Ion Advisors, LLC History Reduced 8,269 3,277 0.31% 0.28% 1013 -48 -0.58% Q4 2025 Jan 29, 2026
Main Street Financial Solutions, LLC History Added to 10,115 3,275 0.25% 0.18% 1014 +1,238 13.95% Q4 2025 Feb 17, 2026
Linden Thomas Advisory Services, LLC History Added to 8,262 3,274 0.33% 0.29% 1015 +330 4.16% Q4 2025 Jan 16, 2026
COWA, LLC History Reduced 8,225 3,259 0.99% 1.13% 1016 -1,378 -14.35% Q4 2025 Feb 12, 2026
DV Trading LLC History New 8,158 3,233 0.09% — 1017 +8,158 New Q4 2025 Feb 17, 2026
MCRAE CAPITAL MANAGEMENT INC History Reduced 8,135 3,223 0.66% 0.6% 1018 -325 -3.84% Q4 2025 Feb 11, 2026
FARMERS TRUST CO History Reduced 8,082 3,202 0.52% 0.6% 1019 -1,697 -17.35% Q4 2025 Jan 06, 2026
FreeGulliver LLC History Added to 8,071 3,198 1.18% 1.06% 1020 +1,370 20.44% Q4 2025 Feb 12, 2026
Maxele Advisors, LLC History Added to 8,071 3,198 2.6% 2.31% 1021 +533 7.07% Q4 2025 Feb 05, 2026
Baker Ellis Asset Management LLC History Reduced 8,069 3,197 0.38% 0.35% 1022 -10 -0.12% Q4 2025 Jan 21, 2026
EPG Wealth Management LLC History Reduced 8,064 3,196 0.86% 0.88% 1023 -880 -9.84% Q4 2025 Jan 28, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 8,055 3,192 0.62% 0.59% 1024 +265 3.4% Q4 2025 Feb 13, 2026
Wisconsin Wealth Advisors, LLC History Reduced 8,054 3,191 3.13% 4.15% 1025 -4,218 -34.37% Q4 2025 Jan 07, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 8,047 3,189 0.1% 0.14% 1026 -3,342 -29.34% Q4 2025 Jan 12, 2026
RPG Investment Advisory, LLC History Added to 8,043 3,187 0.36% 0.33% 1027 +204 2.6% Q4 2025 Jan 20, 2026
Rossby Financial, LCC History No change 8,031 3,182 0.98% 0.93% 1028 0 0.0% Q4 2025 Feb 12, 2026
SlateStone Wealth, LLC History Added to 8,023 3,180 0.27% 0.24% 1029 +190 2.43% Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History Added to 8,020 3,178 0.11% 0.01% 1030 +6,967 661.63% Q4 2025 Feb 13, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Reduced 8,016 3,176 1.2% 1.25% 1031 -1,013 -11.22% Q4 2025 Feb 13, 2026
Centennial Advisors, LLC History New 7,935 3,144 4.08% — 1032 +7,935 New Q4 2025 Jan 22, 2026
Grey Ledge Advisors, LLC History Added to 7,930 3,142 0.71% 0.61% 1033 +318 4.18% Q4 2025 Feb 05, 2026
Gateway Wealth Partners, LLC History Added to 7,897 3,129 0.35% 0.11% 1034 +5,535 234.34% Q4 2025 Feb 11, 2026
Vienna Asset Management LLC History Reduced 7,882 3,123 1.77% 2.29% 1035 -2,913 -26.98% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 7,855 3,113 0.17% 0.11% 1036 +2,724 53.09% Q4 2025 Feb 04, 2026
D'Orazio & Associates, Inc. History Added to 7,841 3,107 0.4% 0.33% 1037 +840 12.0% Q4 2025 Feb 04, 2026
Total Clarity Wealth Management, Inc. History Reduced 7,840 3,107 0.75% 0.78% 1038 -448 -5.41% Q4 2025 Feb 02, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 7,836 3,105 1.56% 1.56% 1039 0 0.0% Q4 2025 Jan 23, 2026
Northwest & Ethical Investments L.P. History No change 7,830 3,103 0.07% 0.07% 1040 0 0.0% Q4 2025 Feb 17, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 7,821 3,099 0.11% 0.09% 1041 +58 0.75% Q4 2025 Feb 13, 2026
Clear Harbor Asset Management, LLC History Reduced 7,815 3,097 0.21% 0.2% 1042 -365 -4.46% Q4 2025 Feb 10, 2026
Financial Guidance Group, Inc. History Reduced 7,806 3,093 1.27% 1.25% 1043 -64 -0.81% Q4 2025 Jan 26, 2026
Gordian Capital Singapore Pte Ltd History Added to 7,800 3,091 4.28% 0.96% 1044 +5,800 290.0% Q4 2025 Feb 11, 2026
Legacy Advisors, LLC History Reduced 7,788 3,086 0.33% 0.59% 1045 -5,545 -41.59% Q4 2025 Jan 27, 2026
Glass Jacobson Investment Advisors llc History Reduced 7,783 3,084 1.11% 1.06% 1046 -485 -5.87% Q4 2025 Jan 22, 2026
1832 Asset Management L.P. History Added to 7,774 3,080 0.0% 0.0% 1047 +2,739 54.4% Q4 2025 Feb 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Added to 7,756 3,073 0.97% 0.87% 1048 +76 0.99% Q4 2025 Jan 27, 2026
BETO FINANCIAL GROUP, LLC History New 7,181 3,067 2.07% — 1049 +7,181 New Q4 2025 Feb 10, 2026
Peak Planning Group, LLC History New 7,730 3,063 0.86% — 1051 +7,730 New Q4 2025 Feb 13, 2026
Amplius Wealth Advisors, LLC History Reduced 7,730 3,063 0.26% 0.26% 1050 -853 -9.94% Q4 2025 Jan 12, 2026
Benin Management CORP History Added to 7,725 3,061 0.68% 0.58% 1052 +774 11.14% Q4 2025 Jan 12, 2026
Hyundai Investments Co., Ltd. History New 7,671 3,059 2.98% — 1053 +7,671 New Q4 2025 Feb 17, 2026
NavPoint Financial, Inc. History No change 7,716 3,057 1.31% 1.44% 1054 0 0.0% Q4 2025 Jan 20, 2026
Keebeck Wealth Management History Added to 7,683 3,044 0.35% 0.32% 1055 +10 0.13% Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History Reduced 7,668 3,038 0.38% 0.35% 1056 -91 -1.17% Q4 2025 Jan 20, 2026
Nelson Capital Management, LLC History No change 7,658 3,034 0.36% 0.32% 1057 0 0.0% Q4 2025 Feb 10, 2026
Destiny Wealth Partners, LLC History Added to 6,519 3,029 0.35% 0.2% 1058 +1,862 39.98% Q4 2025 Feb 03, 2026
Peak Wealth Management LLC History New 7,590 3,007 2.51% — 1059 +7,590 New Q4 2025 Feb 04, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Added to 7,575 2,998 0.28% 0.26% 1060 +50 0.66% Q4 2025 Jan 12, 2026
Turning Point Benefit Group, Inc. History Added to 7,551 2,992 1.56% 1.47% 1061 +686 9.99% Q4 2025 Jan 30, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 7,542 2,988 1.16% 1.05% 1062 -200 -2.58% Q4 2025 Feb 13, 2026
HBK Sorce Advisory LLC History Reduced 6,531 2,974 0.07% 0.08% 1063 -1,247 -16.03% Q4 2025 Feb 09, 2026
Perennial Investment Advisors, LLC History Added to 7,486 2,966 0.23% 0.2% 1064 +788 11.76% Q4 2025 Feb 17, 2026
PENN DAVIS MCFARLAND INC History Reduced 7,467 2,959 0.28% 0.3% 1065 -775 -9.4% Q4 2025 Jan 16, 2026
Cogent Private Wealth, Inc. History New 7,450 2,952 2.25% — 1067 +7,450 New Q4 2025 Feb 10, 2026
WealthShield Partners, LLC History Reduced 7,449 2,952 0.33% 0.32% 1066 -414 -5.27% Q4 2025 Feb 03, 2026
Empirical Finance, LLC History Added to 7,445 2,950 0.14% 0.03% 1068 +5,500 282.78% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Reduced 7,444 2,950 0.23% 0.23% 1069 -703 -8.63% Q4 2025 Jan 07, 2026
Quest 10 Wealth Builders, Inc. History Reduced 7,404 2,934 2.62% 3.13% 1070 -2,135 -22.38% Q4 2025 Jan 29, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 7,393 2,929 0.84% 0.75% 1071 0 0.0% Q4 2025 Feb 10, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 7,384 2,926 1.06% — 1072 +7,384 New Q4 2025 Mar 26, 2026
VALLEY NATIONAL ADVISERS INC History Added to 7,377 2,923 0.4% 0.38% 1073 +413 5.93% Q4 2025 Jan 23, 2026
Avantax Planning Partners, Inc. History Added to 7,369 2,920 0.08% 0.07% 1074 +774 11.74% Q4 2025 Feb 05, 2026
ArchPoint Investors History Added to 7,362 2,917 0.69% 0.71% 1075 +100 1.38% Q4 2025 Feb 13, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 7,322 2,901 1.74% 0.32% 1076 +5,910 418.56% Q4 2025 Feb 03, 2026
Global Assets Advisory, LLC History Added to 7,321 2,901 0.83% 0.71% 1077 +602 8.96% Q4 2025 Feb 09, 2026
CRA Financial Services, LLC History Added to 7,320 2,900 0.38% 0.33% 1078 +590 8.77% Q4 2025 Jan 16, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 7,303 2,894 0.79% 0.74% 1079 +576 8.56% Q4 2025 Feb 10, 2026
Indivisible Partners History New 7,301 2,893 0.31% — 1081 +7,301 New Q4 2025 Feb 03, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Reduced 7,300 2,893 0.98% 0.98% 1080 -800 -9.88% Q4 2025 Jan 22, 2026
Kassira Wealth Management LLC History Added to 7,284 2,886 2.74% 2.48% 1083 +47 0.65% Q4 2025 Feb 03, 2026
Purkiss Capital Advisors LLC History Added to 7,282 2,886 1.35% 1.23% 1082 +22 0.3% Q4 2025 Feb 04, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 7,273 2,882 0.37% 0.41% 1084 -823 -10.17% Q4 2025 Feb 04, 2026
Carnegie Investment Counsel History Reduced 7,263 2,878 0.05% 0.05% 1085 -580 -7.4% Q4 2025 Jan 23, 2026
Firestone Capital Management History Reduced 7,235 2,867 0.61% 0.61% 1086 -698 -8.8% Q4 2025 Feb 09, 2026
Cassaday & Co Wealth Management LLC History Added to 7,234 2,866 0.06% 0.04% 1087 +2,297 46.53% Q4 2025 Feb 03, 2026
Arlington Trust Co LLC History Added to 7,201 2,853 0.29% 0.36% 1088 +1,629 29.24% Q4 2025 Jan 30, 2026
Pathfinder Wealth Consulting, Inc. History New 7,189 2,849 1.8% — 1089 +7,189 New Q4 2025 Feb 09, 2026
WMG Financial Advisors, LLC History Reduced 7,167 2,840 1.17% 1.12% 1090 -2,272 -24.07% Q4 2025 Jan 28, 2026
Tyche Wealth Partners LLC History Reduced 7,142 2,830 0.45% 0.47% 1091 -348 -4.65% Q4 2025 Jan 23, 2026
Strategic Financial Concepts, LLC History Added to 7,140 2,829 2.59% 0.16% 1092 +3,962 124.67% Q4 2025 Feb 09, 2026
Pullen Investment Management, LLC History Added to 7,119 2,821 1.49% 1.32% 1093 +233 3.38% Q4 2025 Jan 20, 2026
Aspen Investment Management Inc History Added to 7,111 2,818 0.85% 0.9% 1094 +593 9.1% Q4 2025 Feb 06, 2026
Lionsbridge Wealth Management LLC History Reduced 7,112 2,818 2.85% 2.55% 1095 -166 -2.28% Q4 2025 Jan 26, 2026
Sincerus Advisory, LLC History Reduced 7,097 2,812 2.26% 2.19% 1096 -90 -1.25% Q4 2025 Jan 08, 2026
White Lighthouse Investment Management Inc. History Added to 7,093 2,811 0.39% 0.36% 1097 +400 5.98% Q4 2025 Feb 09, 2026
Lifestyle Asset Management, Inc. History Added to 7,079 2,805 0.91% 0.71% 1098 +1,225 20.93% Q4 2025 Feb 11, 2026
Patrick Mauro Investment Advisor, INC. History Reduced 6,475 2,804 1.47% 1.51% 1099 -1,601 -19.82% Q4 2025 Feb 10, 2026
Krilogy Financial LLC History Reduced 6,022 2,798 0.1% 0.13% 1100 -3,189 -34.62% Q4 2025 Jan 27, 2026
PITTENGER & ANDERSON INC History Added to 7,031 2,786 0.11% 0.0% 1101 +6,853 3850.0% Q4 2025 Feb 02, 2026
Aberdeen Wealth Management LLC History Reduced 6,992 2,771 1.28% 1.59% 1102 -125 -1.76% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 6,942 2,751 0.02% 0.01% 1103 +1,018 17.18% Q4 2025 Feb 11, 2026
Wellington Shields Capital Management, LLC History Reduced 6,944 2,751 0.4% 0.38% 1104 -125 -1.77% Q4 2025 Feb 09, 2026
Private Harbour Investment Management & Counsel, LLC History Reduced 6,930 2,746 2.87% 2.6% 1105 -131 -1.86% Q4 2025 Feb 17, 2026
Olde Wealth Management, LLC History Added to 6,906 2,736 0.84% 0.81% 1106 +13 0.19% Q4 2025 Feb 12, 2026
Cove Private Wealth, LLC History No change 6,885 2,728 0.81% 0.78% 1107 0 0.0% Q4 2025 Jan 23, 2026
BOS Asset Management, LLC History Added to 6,879 2,726 0.73% 0.68% 1109 +88 1.3% Q4 2025 Jan 09, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 6,846 2,726 0.43% 0.41% 1108 +70 1.03% Q4 2025 Jan 08, 2026
Modus Advisors, LLC History Reduced 6,868 2,721 0.72% 0.67% 1110 -97 -1.39% Q4 2025 Feb 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 6,866 2,721 0.61% 0.59% 1111 +31 0.45% Q4 2025 Jan 09, 2026
CIM, LLC History Added to 6,803 2,696 0.35% 0.29% 1112 +465 7.34% Q4 2025 Feb 18, 2026
Advisors Preferred, LLC History Added to 6,769 2,695 0.44% 0.26% 1113 +1,774 35.52% Q4 2025 Feb 02, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 6,782 2,687 0.16% 0.12% 1114 +1,924 39.6% Q4 2025 Feb 10, 2026
Werba Rubin Papier Wealth Management History Added to 6,771 2,683 0.73% 0.31% 1115 +1,325 24.33% Q4 2025 Jan 27, 2026
San Luis Wealth Advisors LLC History Added to 6,725 2,665 0.45% 0.43% 1116 +67 1.01% Q4 2025 Jan 26, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 6,710 2,659 0.41% 0.39% 1118 +510 8.23% Q4 2025 Jan 29, 2026
OARSMAN CAPITAL, INC. History Added to 6,711 2,659 0.35% 0.33% 1117 +140 2.13% Q4 2025 Feb 13, 2026
Marnell Management LLC History New 6,700 2,655 1.29% — 1120 +6,700 New Q4 2025 Feb 13, 2026
Crestwood Advisors Group, LLC History Reduced 6,700 2,655 0.04% 0.04% 1119 -15 -0.22% Q4 2025 Feb 03, 2026
BALANCED WEALTH GROUP LLC History Reduced 7,419 2,641 0.97% 1.03% 1121 -186 -2.45% Q4 2025 Jan 13, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 6,660 2,639 0.95% 0.88% 1122 -186 -2.72% Q4 2025 Feb 10, 2026
Rossmore Private Capital History Added to 6,657 2,638 0.23% 0.16% 1123 +2,536 61.54% Q4 2025 Feb 05, 2026
COFG Advisors, LLC History New 6,651 2,635 0.65% — 1124 +6,651 New Q4 2025 Feb 10, 2026
Aprio Wealth Management, LLC History Added to 6,638 2,630 0.15% 0.21% 1125 +731 12.38% Q4 2025 Jan 29, 2026
Allied Investment Advisors, LLC History Added to 6,629 2,627 0.41% 0.06% 1126 +5,571 526.56% Q4 2025 Feb 09, 2026
SpringVest Wealth Management LLC History Reduced 6,596 2,614 1.82% 1.8% 1127 -293 -4.25% Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History Reduced 6,582 2,608 0.35% 0.32% 1128 -124 -1.85% Q4 2025 Feb 11, 2026
Disciplined Investors, L.L.C. History Reduced 6,571 2,604 1.71% 1.7% 1130 -134 -2.0% Q4 2025 Feb 10, 2026
Schneider Downs Wealth Management Advisors, LP History No change 6,571 2,604 0.29% 0.28% 1129 0 0.0% Q4 2025 Feb 12, 2026
BKM Wealth Management, LLC History Added to 6,562 2,600 0.95% 0.84% 1131 +137 2.13% Q4 2025 Jan 29, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 6,536 2,590 0.95% 0.44% 1132 +2,830 76.36% Q4 2025 Jan 21, 2026
ION Fund Management Ltd History New 6,535 2,589 0.3% — 1134 +6,535 New Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History Reduced 6,534 2,589 0.59% 0.54% 1133 -678 -9.4% Q4 2025 Feb 02, 2026
S.A. Mason LLC History Added to 6,518 2,583 1.02% 1.02% 1135 +15 0.23% Q4 2025 Jan 29, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 6,514 2,581 0.89% 1.01% 1136 -687 -9.54% Q4 2025 Jan 08, 2026
Bogart Wealth, LLC History Added to 6,486 2,570 0.1% 0.09% 1137 +335 5.45% Q4 2025 Jan 30, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 5,631 2,565 1.8% 1.6% 1138 -661 -10.51% Q4 2025 Feb 13, 2026
Brick & Kyle, Associates History Added to 6,470 2,564 0.91% 0.45% 1139 +3,045 88.91% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Reduced 6,463 2,561 0.0% 0.0% 1140 -22 -0.34% Q4 2025 Feb 09, 2026
Sovereign Financial Group, Inc. History Reduced 6,458 2,559 0.44% 0.43% 1141 -55 -0.84% Q4 2025 Jan 07, 2026
PMV Capital Advisers, LLC History Added to 6,441 2,552 4.65% 4.26% 1142 +260 4.21% Q4 2025 Jan 08, 2026
SHUTTLEWORTH & Co History Reduced 6,409 2,539 2.32% 2.07% 1143 -2 -0.03% Q4 2025 Feb 13, 2026
McHugh Group, LLC History Added to 6,385 2,530 1.44% 1.34% 1144 +100 1.59% Q4 2025 Feb 02, 2026
CAMPBELL CAPITAL MANAGEMENT INC History New 6,325 2,506 0.85% — 1145 +6,325 New Q4 2025 Jan 28, 2026
Bath Savings Trust Co History Reduced 6,305 2,498 0.25% 0.42% 1146 -5,631 -47.18% Q4 2025 Jan 12, 2026
WorthPointe, LLC History Added to 6,298 2,495 0.66% 0.79% 1147 +349 5.87% Q4 2025 Jan 26, 2026
Herold Advisors, Inc. History Added to 6,284 2,490 0.56% 0.49% 1148 +300 5.01% Q4 2025 Feb 17, 2026
Tandem Financial, LLC History Added to 10,267 2,485 2.98% 1.29% 1149 +486 4.97% Q4 2025 Feb 10, 2026
REBALANCE, LLC History Reduced 6,253 2,478 0.14% 0.14% 1150 -314 -4.78% Q4 2025 Jan 15, 2026
WEALTHGARDEN F.S. LLC History Added to 5,332 2,477 1.63% 1.5% 1151 +100 1.91% Q4 2025 Feb 11, 2026
J2 Capital Management Inc History Added to 6,241 2,473 1.8% 1.61% 1152 +209 3.46% Q4 2025 Jan 20, 2026
Mason & Associates Inc History Added to 6,239 2,472 0.47% 0.4% 1153 +714 12.92% Q4 2025 Feb 05, 2026
High Note Wealth, LLC History Added to 6,232 2,469 0.48% 0.43% 1154 +217 3.61% Q4 2025 Feb 05, 2026
AGF MANAGEMENT LTD History Added to 6,215 2,463 0.01% 0.01% 1155 +1,785 40.29% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 6,195 2,455 0.1% 0.09% 1156 +437 7.59% Q4 2025 Feb 09, 2026
Mainstream Capital Management LLC History Reduced 6,173 2,446 1.6% 1.55% 1157 -365 -5.58% Q4 2025 Jan 21, 2026
Kovitz Investment Group Partners, LLC History Reduced 6,167 2,444 0.05% 0.11% 1158 -70,317 -91.94% Q4 2025 Feb 20, 2026
SEI INVESTMENTS CO History Added to 6,153 2,438 0.0% 0.0% 1159 +4,298 231.7% Q4 2025 Feb 13, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 6,140 2,433 1.63% 1.59% 1160 -750 -10.89% Q4 2025 Jan 26, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 6,125 2,427 0.16% 0.15% 1161 +50 0.82% Q4 2025 Feb 05, 2026
Madison Wealth Partners, Inc History Added to 6,115 2,423 0.44% 0.38% 1162 +771 14.43% Q4 2025 Feb 10, 2026
Beirne Wealth Consulting Services, LLC History Added to 6,113 2,422 0.7% 0.5% 1163 +197 3.33% Q4 2025 Jan 29, 2026
Teucrium Investment Advisors, LLC History New 6,108 2,420 2.66% — 1164 +6,108 New Q4 2025 Feb 17, 2026
COMMONS CAPITAL, LLC History Reduced 6,095 2,415 1.62% 1.51% 1165 -439 -6.72% Q4 2025 Jan 05, 2026
Bradley & Co. Private Wealth Management, LLC History Added to 6,077 2,408 1.27% 0.85% 1166 +1,763 40.87% Q4 2025 Feb 11, 2026
Ballast Rock Private Wealth LLC History New 6,074 2,407 1.5% — 1167 +6,074 New Q4 2025 Feb 04, 2026
American Institute for Advanced Investment Management, LLP History Reduced 6,092 2,404 1.55% 1.42% 1168 -47 -0.77% Q4 2025 Feb 04, 2026
Verdence Capital Advisors LLC History Reduced 6,037 2,392 0.14% 0.13% 1169 -18 -0.3% Q4 2025 Jan 29, 2026
ACCOUNT MANAGEMENT LLC History Added to 6,025 2,387 2.56% 2.13% 1170 +415 7.4% Q4 2025 Feb 02, 2026
Bienville Capital Management, LLC History Added to 6,019 2,385 0.38% 0.18% 1171 +3,384 128.43% Q4 2025 Feb 17, 2026
LaSalle St. Investment Advisors, LLC History Added to 6,014 2,383 0.38% 0.33% 1172 +856 16.6% Q4 2025 Feb 17, 2026
Secure Asset Management, LLC History Added to 6,006 2,380 0.37% 0.35% 1173 +97 1.64% Q4 2025 Jan 20, 2026
ISTHMUS PARTNERS, LLC History No change 6,000 2,377 0.26% 0.47% 1174 0 0.0% Q4 2025 Feb 05, 2026
Clarus Wealth Advisors History Reduced 5,636 2,376 0.98% 0.91% 1175 -131 -2.27% Q4 2025 Jan 14, 2026
NRI Wealth Management LC History Added to 5,987 2,372 1.21% 1.09% 1176 +235 4.09% Q4 2025 Jan 22, 2026
GFS Advisors, LLC History Reduced 5,982 2,370 0.28% 0.32% 1177 -1,180 -16.48% Q4 2025 Feb 11, 2026
Good Steward Wealth Advisors,LLC History Reduced 5,976 2,368 1.56% 1.85% 1178 -1,546 -20.55% Q4 2025 Jan 22, 2026
Advance Capital Management, Inc. History Added to 5,944 2,355 0.1% 0.09% 1179 +252 4.43% Q4 2025 Jan 06, 2026
Sharkey, Howes & Javer History Reduced 5,925 2,348 0.3% 0.39% 1180 -2,607 -30.56% Q4 2025 Jan 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,868 2,325 0.04% 0.04% 1181 +617 11.75% Q4 2025 Jan 23, 2026
Jupiter Wealth Management LLC History Added to 5,145 2,322 1.03% 0.21% 1182 +3,885 308.33% Q4 2025 Feb 13, 2026
T3 Companies, LLC History New 27,637 2,321 2.88% — 1183 +27,637 New Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History Reduced 5,848 2,317 0.25% 0.25% 1184 -4 -0.07% Q4 2025 Feb 10, 2026
Weaver Capital Management LLC History Reduced 5,822 2,307 0.49% 0.45% 1185 -4 -0.07% Q4 2025 Jan 22, 2026
SHP Wealth Management History New 5,819 2,306 0.18% — 1187 +5,819 New Q4 2025 Mar 04, 2026
Soltis Investment Advisors LLC History Added to 5,820 2,306 0.15% 0.13% 1186 +551 10.46% Q4 2025 Apr 02, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 5,815 2,304 0.19% 0.21% 1188 -1,000 -14.67% Q4 2025 Feb 09, 2026
Cadent Capital Advisors, LLC History Added to 5,800 2,298 0.59% 0.53% 1190 +199 3.55% Q4 2025 Jan 13, 2026
Valmark Advisers, Inc. History Added to 5,800 2,298 0.03% 0.03% 1189 +47 0.82% Q4 2025 Jan 26, 2026
Douglass Winthrop Advisors, LLC History Added to 5,782 2,291 0.04% 0.03% 1191 +526 10.01% Q4 2025 Feb 12, 2026
TBH Global Asset Management, LLC History Reduced 5,769 2,286 0.38% 0.42% 1192 -298 -4.91% Q4 2025 Jan 29, 2026
PARK NATIONAL CORP /OH/ History Added to 5,760 2,282 0.07% 0.03% 1193 +3,000 108.7% Q4 2025 Jan 05, 2026
EASTERN BANK History Added to 5,749 2,278 0.04% 0.03% 1194 +1,013 21.39% Q4 2025 Jan 14, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 5,735 2,272 1.89% 1.18% 1195 +1,714 42.63% Q4 2025 Jan 23, 2026
Pegasus Asset Management, Inc. History Added to 5,728 2,270 0.7% 0.64% 1197 +75 1.33% Q4 2025 Feb 02, 2026
CHILTON INVESTMENT CO INC. History No change 5,730 2,270 0.05% 0.04% 1196 0 0.0% Q4 2025 Feb 17, 2026
Boston Partners History No change 6,451 2,267 0.0% 0.0% 1198 0 0.0% Q4 2025 Feb 13, 2026
FELL CAPITAL MANAGEMENT /ADV History New 5,690 2,255 2.2% — 1199 +5,690 New Q4 2025 Mar 27, 2026
Q3 Asset Management History Added to 5,679 2,250 0.51% 0.23% 1200 +3,764 196.55% Q4 2025 Jan 27, 2026
DOHENY ASSET MANAGEMENT /CA History No change 5,670 2,247 1.37% 1.28% 1201 0 0.0% Q4 2025 Feb 11, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 5,662 2,244 0.19% 0.18% 1202 -38 -0.67% Q4 2025 Feb 03, 2026
Patten Group, Inc. History Added to 5,660 2,243 0.41% 0.39% 1203 +68 1.22% Q4 2025 Jan 23, 2026
Meridian Wealth Advisors, LLC History No change 5,604 2,220 0.31% 0.28% 1204 0 0.0% Q4 2025 Feb 17, 2026
GABLES CAPITAL MANAGEMENT INC. History Reduced 5,598 2,218 0.94% 0.86% 1205 -50 -0.89% Q4 2025 Feb 06, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 5,592 2,215 0.39% 0.39% 1206 -342 -5.76% Q4 2025 Feb 17, 2026
Delta Investment Management, LLC History Added to 5,589 2,214 0.38% 0.33% 1207 +418 8.08% Q4 2025 Jan 30, 2026
Milestones Private Investment Advisors LLC History Reduced 5,551 2,199 1.51% 1.35% 1208 -22 -0.39% Q4 2025 Jan 26, 2026
Game Creek Capital, LP History Reduced 5,525 2,189 0.72% 0.74% 1209 -400 -6.75% Q4 2025 Feb 17, 2026
LCNB CORP History Added to 5,512 2,184 0.73% 0.68% 1210 +30 0.55% Q4 2025 Feb 10, 2026
Argentarii, LLC History Added to 5,500 2,179 0.71% 0.71% 1211 +500 10.0% Q4 2025 Jan 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 5,479 2,171 0.05% 0.04% 1212 +532 10.75% Q4 2025 Feb 03, 2026
Moss Adams Wealth Advisors LLC History Reduced 5,480 2,171 0.16% 0.17% 1213 -491 -8.22% Q4 2025 Jan 26, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 5,472 2,168 0.29% 0.31% 1214 -534 -8.89% Q4 2025 Jan 21, 2026
Per Stirling Capital Management, LLC. History Reduced 5,452 2,160 0.24% 0.24% 1215 -219 -3.86% Q4 2025 Feb 17, 2026
Savior LLC History Added to 5,447 2,158 7.79% 7.99% 1216 +393 7.78% Q4 2025 Jan 15, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 5,442 2,156 0.27% 0.2% 1217 +1,362 33.38% Q4 2025 Jan 15, 2026
SevenBridge Financial Group, LLC History Reduced 4,628 2,150 0.35% 0.31% 1218 -300 -6.09% Q4 2025 Feb 02, 2026
Raleigh Capital Management Inc. History Reduced 5,409 2,143 0.78% 0.85% 1220 -873 -13.9% Q4 2025 Jan 21, 2026
MOULTON WEALTH MANAGEMENT, INC History Reduced 5,383 2,143 2.03% 1.4% 1219 -18 -0.33% Q4 2025 Jan 13, 2026
FORBES J M & CO LLP History No change 5,406 2,142 0.17% 0.16% 1221 0 0.0% Q4 2025 Jan 21, 2026
Mill Creek Capital Advisors, LLC History No change 5,399 2,139 0.04% 0.04% 1222 0 0.0% Q4 2025 Feb 13, 2026
MILESTONE ASSET MANAGEMENT, LLC History Reduced 5,395 2,138 0.4% 0.45% 1223 -1,289 -19.28% Q4 2025 Jan 28, 2026
Kimelman & Baird, LLC History Reduced 5,390 2,136 0.16% 0.15% 1224 -100 -1.82% Q4 2025 Feb 06, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 5,372 2,128 0.14% 0.14% 1225 -525 -8.9% Q4 2025 Jan 26, 2026
Montecito Bank & Trust History Reduced 5,355 2,122 0.34% 0.3% 1226 -71 -1.31% Q4 2025 Jan 09, 2026
Encompass More Asset Management History Added to 5,349 2,119 0.39% 0.28% 1227 +1,183 28.4% Q4 2025 Feb 03, 2026
VeraBank, N.A. History Added to 5,312 2,105 0.38% 0.07% 1229 +4,260 404.94% Q4 2025 Feb 11, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 5,313 2,105 0.15% 0.13% 1228 +556 11.69% Q4 2025 Jan 12, 2026
URS Advisory LLC History New 5,307 2,103 1.75% — 1231 +5,307 New Q4 2025 Feb 17, 2026
Genesis Wealth Advisors, LLC History Reduced 5,308 2,103 1.44% 1.37% 1230 -149 -2.73% Q4 2025 Feb 13, 2026
OFC FINANCIAL PLANNING, LLC History Reduced 5,294 2,098 1.99% 1.91% 1232 -135 -2.49% Q4 2025 Feb 04, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 5,282 2,093 1.73% 1.58% 1233 +254 5.05% Q4 2025 Jan 08, 2026
Heartwood Wealth Advisors LLC History Added to 5,278 2,091 0.19% 0.17% 1234 +4 0.08% Q4 2025 Jan 12, 2026
Cinctive Capital Management LP History Reduced 5,274 2,090 0.11% 0.17% 1235 -4,521 -46.16% Q4 2025 Feb 17, 2026
Kraft, Davis & Associates, LLC History Reduced 4,955 2,089 0.47% 0.5% 1236 -714 -12.59% Q4 2025 Jan 14, 2026
Alteri Wealth LLC History Added to 5,258 2,083 0.68% 0.59% 1237 +409 8.43% Q4 2025 Feb 11, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Added to 5,247 2,079 0.19% 0.17% 1238 +67 1.29% Q4 2025 Feb 06, 2026
O'ROURKE & COMPANY, Inc History Added to 5,234 2,074 0.81% 0.69% 1239 +593 12.78% Q4 2025 Jan 28, 2026
INVESTMENT PARTNERS, LTD. History Reduced 5,232 2,073 0.73% 0.66% 1240 -26 -0.49% Q4 2025 Feb 10, 2026
Quadcap Wealth Management, LLC History No change 5,223 2,069 0.24% 0.22% 1241 0 0.0% Q4 2025 Jan 29, 2026
BAXTER BROS INC History Reduced 5,179 2,052 0.24% 0.25% 1242 -901 -14.82% Q4 2025 Jan 26, 2026
Wealth Quarterback LLC History Added to 5,173 2,050 0.74% 0.65% 1244 +468 9.95% Q4 2025 Jan 15, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 5,174 2,050 0.15% 0.14% 1243 -30 -0.58% Q4 2025 Feb 04, 2026
Arrowroot Family Office, LLC History Added to 5,161 2,045 0.74% 0.66% 1245 +474 10.11% Q4 2025 Feb 11, 2026
Premier Financial Group History Added to 5,150 2,043 0.53% 0.41% 1246 +812 18.72% Q4 2025 Feb 09, 2026
HM PAYSON & CO History Added to 5,120 2,029 0.03% 0.02% 1247 +375 7.9% Q4 2025 Feb 12, 2026
Crewe Advisors LLC History No change 5,121 2,029 0.18% 0.17% 1248 0 0.0% Q4 2025 Jan 16, 2026
Caitlin John, LLC History Added to 5,118 2,028 1.33% 1.15% 1249 +484 10.44% Q4 2025 Feb 18, 2026
Harbour Capital Advisors, LLC History Added to 5,080 2,023 0.41% 0.38% 1250 +50 0.99% Q4 2025 Jan 07, 2026
Keystone Financial Group History Added to 5,098 2,020 0.15% 0.1% 1251 +1,582 44.99% Q4 2025 Feb 06, 2026
Guardian Capital, LLC History New 5,096 2,019 1.81% — 1252 +5,096 New Q4 2025 Feb 05, 2026
Diligent Investors, LLC History Added to 5,085 2,015 0.5% 0.35% 1253 +1,191 30.59% Q4 2025 Jan 23, 2026
LEE DANNER & BASS INC History Added to 5,084 2,014 0.14% 0.12% 1254 +525 11.52% Q4 2025 Jan 29, 2026
Badgley Phelps Wealth Managers, LLC History Added to 5,074 2,010 0.04% 0.02% 1255 +2,179 75.27% Q4 2025 Jan 28, 2026
Lansing Street Advisors History No change 5,069 2,008 0.51% 0.48% 1256 0 0.0% Q4 2025 Jan 26, 2026
Towerpoint Wealth, LLC History Reduced 5,062 2,006 0.79% 0.74% 1257 -14 -0.28% Q4 2025 Jan 15, 2026
CAPITAL ADVISORS INC/OK History Reduced 5,050 2,001 0.03% 0.03% 1258 -21 -0.41% Q4 2025 Jan 15, 2026
VISTA INVESTMENT PARTNERS II, LLC History Reduced 5,048 2,000 0.86% 0.94% 1260 -624 -11.0% Q4 2025 Jan 22, 2026
Greenline Partners, LLC History No change 5,049 2,000 0.23% 0.22% 1259 0 0.0% Q4 2025 Feb 17, 2026
Rakuten Securities, Inc. History Added to 5,022 1,990 0.65% 0.39% 1261 +2,082 70.82% Q4 2025 Jan 29, 2026
Colonial Trust Co / SC History Added to 5,014 1,987 0.26% 0.24% 1262 +15 0.3% Q4 2025 Feb 12, 2026
Autumn Glory Partners, LLC History No change 5,007 1,984 0.7% 0.73% 1263 0 0.0% Q4 2025 Jan 27, 2026
NWI MANAGEMENT LP History No change 5,000 1,982 0.09% 0.09% 1264 0 0.0% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 5,001 1,981 0.0% 0.05% 1265 -68,391 -93.19% Q4 2025 Feb 17, 2026
Greenland Capital Management LP History Reduced 5,000 1,981 0.21% 0.51% 1267 -9,232 -64.87% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History Added to 5,000 1,981 0.11% 0.1% 1266 +161 3.33% Q4 2025 Jan 14, 2026
Polymer Capital Management (US) LLC History No change 5,000 1,981 0.21% 0.19% 1268 0 0.0% Q4 2025 Feb 17, 2026
STRATEGY ASSET MANAGERS LLC History Added to 4,980 1,973 0.32% 0.32% 1270 +41 0.83% Q4 2025 Feb 11, 2026
ARS Investment Partners, LLC History No change 4,979 1,973 0.12% 0.12% 1269 0 0.0% Q4 2025 Feb 05, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 4,959 1,965 0.33% 0.3% 1271 -55 -1.1% Q4 2025 Feb 17, 2026
DeDora Capital, Inc. History Reduced 4,942 1,958 0.46% 0.43% 1272 -33 -0.66% Q4 2025 Jan 22, 2026
Huntleigh Advisors, Inc. History Added to 4,926 1,952 0.33% 0.25% 1273 +800 19.39% Q4 2025 Jan 29, 2026
NorthRock Partners, LLC History Added to 4,915 1,947 0.03% 0.03% 1274 +508 11.53% Q4 2025 Feb 17, 2026
Tactive Advisors, LLC History Added to 4,912 1,946 0.57% 0.46% 1275 +349 7.65% Q4 2025 Jan 09, 2026
Guardian Partners Inc. History Added to 4,278 1,941 0.16% 0.02% 1277 +3,700 640.14% Q4 2025 Feb 17, 2026
Cascade Financial Partners, LLC History Reduced 4,898 1,941 0.2% 0.21% 1278 -153 -3.03% Q4 2025 Feb 06, 2026
Holowesko Partners Ltd. History No change 4,900 1,941 0.68% 0.64% 1276 0 0.0% Q4 2025 Feb 11, 2026
Virtue Capital Management, LLC History Added to 4,870 1,939 0.3% 0.07% 1279 +1,444 42.15% Q4 2025 Feb 18, 2026
Inspire Advisors, LLC History Added to 4,887 1,936 0.18% 0.16% 1280 +205 4.38% Q4 2025 Feb 13, 2026
Johnson Bixby & Associates, LLC History Added to 4,883 1,935 0.24% 0.21% 1281 +334 7.34% Q4 2025 Jan 14, 2026
Norman Fields, Gottscho Capital Management, LLC History Reduced 4,876 1,932 0.62% 0.56% 1282 -10 -0.2% Q4 2025 Jan 07, 2026
Fund Advisors of America Inc/FL History New 4,862 1,926 1.77% — 1283 +4,862 New Q4 2025 Mar 13, 2026
GM Advisory Group, LLC History Added to 4,852 1,922 0.08% 0.07% 1284 +303 6.66% Q4 2025 Feb 13, 2026
Tradewinds, LLC. History Reduced 4,838 1,917 0.46% 0.54% 1285 -1,360 -21.94% Q4 2025 Feb 13, 2026
Grandview Asset Management LLC History Added to 4,822 1,911 0.52% 0.47% 1286 +73 1.54% Q4 2025 Jan 26, 2026
Summa Corp. History No change 4,809 1,905 0.82% 0.75% 1287 0 0.0% Q4 2025 Jan 21, 2026
SEEDS INVESTOR LLC History Added to 4,804 1,904 0.36% 0.11% 1288 +3,314 222.42% Q4 2025 Jan 27, 2026
Terra Nova Asset Management LLC History No change 4,800 1,902 1.25% 1.08% 1289 0 0.0% Q4 2025 Jan 14, 2026
WealthTrust Asset Management, LLC History Reduced 4,797 1,901 1.33% 1.24% 1290 -250 -4.95% Q4 2025 Feb 04, 2026
COZAD ASSET MANAGEMENT INC History Reduced 4,773 1,891 0.15% 0.15% 1291 -690 -12.63% Q4 2025 Feb 13, 2026
Hudson Capital Management LLC History Reduced 4,772 1,891 0.47% 0.47% 1293 -216 -4.33% Q4 2025 Jan 21, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 4,772 1,891 0.18% 0.16% 1292 +169 3.67% Q4 2025 Feb 17, 2026
Helium Advisors LLC History Reduced 4,741 1,878 1.9% 2.12% 1294 -2,388 -33.5% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History Added to 4,736 1,876 0.13% 0.12% 1295 +30 0.64% Q4 2025 Feb 20, 2026
Byrne Asset Management LLC History Added to 4,731 1,874 1.03% 0.85% 1296 +851 21.93% Q4 2025 Jan 12, 2026
Mezzasalma Advisors, LLC History Reduced 4,699 1,871 0.45% 0.53% 1297 -1,111 -19.12% Q4 2025 Jan 21, 2026
Summit Financial Wealth Advisors, LLC History Reduced 4,720 1,870 0.27% 0.27% 1298 -236 -4.76% Q4 2025 Jan 27, 2026
Chicago Wealth Management, Inc. History New 4,703 1,863 0.75% — 1299 +4,703 New Q4 2025 Feb 17, 2026
Interchange Capital Partners, LLC History No change 4,703 1,863 0.35% 0.33% 1300 0 0.0% Q4 2025 Jan 30, 2026
Advisors Capital Management, LLC History Added to 4,700 1,862 0.02% 0.02% 1301 +474 11.22% Q4 2025 Jan 29, 2026
Crumly & Associates Inc. History Added to 4,690 1,858 0.39% 0.34% 1302 +334 7.67% Q4 2025 Jan 14, 2026
Finer Wealth Management, Inc. History Added to 4,687 1,857 0.9% 0.64% 1303 +1,097 30.56% Q4 2025 Jan 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 4,681 1,855 0.04% 0.04% 1304 -245 -4.97% Q4 2025 Feb 06, 2026
Ellis Investment Partners, LLC History Added to 4,641 1,839 0.32% 0.06% 1305 +3,692 389.04% Q4 2025 Feb 02, 2026
Capstone Wealth Management Group LLC History Reduced 4,634 1,836 1.11% 1.05% 1306 -9 -0.19% Q4 2025 Jan 09, 2026
WealthPlan Investment Management, LLC History Reduced 4,585 1,817 0.12% 0.11% 1307 -260 -5.37% Q4 2025 Feb 05, 2026
Pandora Wealth, Inc. History No change 4,575 1,813 1.1% 0.98% 1308 0 0.0% Q4 2025 Feb 04, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 4,552 1,804 0.0% 0.0% 1309 0 0.0% Q4 2025 Feb 02, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History Reduced 4,550 1,803 0.45% 0.85% 1310 -5,700 -55.61% Q4 2025 Feb 13, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 4,540 1,799 0.56% 0.54% 1311 -1 -0.02% Q4 2025 Jan 07, 2026
Cedarwood Wealth LLC History New 3,870 1,798 2.0% — 1313 +3,870 New Q4 2025 Mar 05, 2026
BRIGHTON SECURITIES CORP. History Added to 4,538 1,798 0.89% 0.67% 1312 +914 25.22% Q4 2025 Mar 06, 2026
Triad Wealth Partners, LLC History Reduced 4,513 1,788 0.17% 0.21% 1314 -48 -1.05% Q4 2025 Jan 22, 2026
CIBC WORLD MARKETS CORP History New 4,500 1,783 0.01% — 1315 +4,500 New Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 4,470 1,771 0.18% 0.18% 1316 +66 1.5% Q4 2025 Feb 13, 2026
Winthrop Advisory Group LLC History Added to 4,468 1,770 0.15% 0.07% 1317 +2,240 100.54% Q4 2025 Jan 21, 2026
Winthrop Capital Management, LLC History Added to 4,464 1,769 0.41% 0.34% 1318 +562 14.4% Q4 2025 Feb 10, 2026
TWO SIGMA SECURITIES, LLC History New 4,455 1,765 0.24% — 1319 +4,455 New Q4 2025 Feb 17, 2026
Zinnia Wealth Advisory, LLC History New 4,454 1,765 1.91% — 1320 +4,454 New Q4 2025 Feb 13, 2026
WEDGEWOOD INVESTORS INC /PA/ History Reduced 4,450 1,763 2.01% 1.77% 1322 -100 -2.2% Q4 2025 Feb 04, 2026
BNP PARIBAS History Added to 4,451 1,763 0.05% 0.05% 1321 +71 1.62% Q4 2025 Feb 10, 2026
Principle Wealth Partners LLC History Added to 4,441 1,759 0.1% 0.09% 1323 +61 1.39% Q4 2025 Feb 06, 2026
High Net Worth Advisory Group LLC History No change 4,438 1,758 0.41% 0.38% 1324 0 0.0% Q4 2025 Jan 23, 2026
Fidelis Wealth Advisors LLC History New 4,432 1,756 2.55% — 1325 +4,432 New Q4 2025 Feb 13, 2026
Lexington Hill Partners, LLC History New 4,421 1,752 1.32% — 1326 +4,421 New Q4 2025 Feb 19, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 4,417 1,750 0.11% 0.09% 1327 +539 13.9% Q4 2025 Feb 06, 2026
Boreal Capital Management LLC History Closed out 0 1,744 1.32% 1.27% 1328 -4,455 -100.0% Q3 2025 Feb 13, 2026
Community Bank, N.A. History Added to 4,399 1,743 0.21% 0.19% 1329 +74 1.71% Q4 2025 Feb 04, 2026
Vantage Financial Partners, LLC History Added to 4,395 1,741 0.35% 0.33% 1330 +19 0.43% Q4 2025 Feb 03, 2026
Venture Visionary Partners LLC History Reduced 4,388 1,739 0.06% 0.06% 1331 -319 -6.78% Q4 2025 Feb 13, 2026
Nilsine Partners, LLC History Reduced 4,390 1,739 0.15% 0.14% 1332 -36 -0.81% Q4 2025 Jan 15, 2026
Summit Wealth Partners, LLC History Added to 4,383 1,737 0.32% 0.21% 1333 +1,086 32.94% Q4 2025 Jan 27, 2026
Financial Management Professionals, Inc. History Reduced 4,382 1,736 0.18% 0.17% 1334 -217 -4.72% Q4 2025 Jan 27, 2026
NAVELLIER & ASSOCIATES INC History Added to 4,380 1,735 0.19% 0.12% 1335 +1,175 36.66% Q4 2025 Feb 03, 2026
SWEENEY & MICHEL, LLC History Added to 3,708 1,733 0.51% 0.46% 1336 +27 0.73% Q4 2025 Feb 13, 2026
Houlihan Financial Resource Group, Ltd. History Added to 4,205 1,728 0.66% 0.53% 1337 +2,520 149.55% Q4 2025 Feb 10, 2026
FIRST UNITED BANK & TRUST History Added to 4,353 1,725 0.55% 0.26% 1338 +2,140 96.7% Q4 2025 Jan 21, 2026
First Heartland Consultants, Inc. History Added to 4,323 1,713 0.13% 0.12% 1339 +256 6.29% Q4 2025 Jan 09, 2026
PDS Planning, Inc History Reduced 4,318 1,711 0.11% 0.12% 1340 -529 -10.91% Q4 2025 Jan 26, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 4,315 1,710 0.02% 0.02% 1341 -210 -4.64% Q4 2025 Jan 22, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 4,301 1,704 0.21% 0.19% 1342 0 0.0% Q4 2025 Jan 15, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 4,298 1,703 0.19% 0.18% 1343 -257 -5.64% Q4 2025 Jan 29, 2026
Harrington Investments, INC History Reduced 4,286 1,698 0.85% 0.79% 1344 -170 -3.82% Q4 2025 Jan 13, 2026
Saxony Capital Management, LLC History Reduced 4,282 1,696 1.04% 1.05% 1345 -210 -4.67% Q4 2025 Jan 15, 2026
Values First Advisors, Inc. History New 4,279 1,695 0.88% — 1348 +4,279 New Q4 2025 Jan 30, 2026
Canal Capital Management, LLC History Added to 4,279 1,695 0.24% 0.21% 1346 +263 6.55% Q4 2025 Jan 06, 2026
Shearwater Capital LLC History Reduced 4,278 1,695 0.97% 0.91% 1347 -31 -0.72% Q4 2025 Jan 13, 2026
Insight Wealth Partners, LLC History Added to 4,268 1,691 0.23% 0.46% 1349 +58 1.38% Q4 2025 Feb 17, 2026
Busey Bank History Added to 4,264 1,689 0.04% 0.04% 1350 +71 1.69% Q4 2025 Jan 27, 2026
Chevy Chase Trust Holdings, LLC History Reduced 4,254 1,685 0.0% 0.0% 1351 -253 -5.61% Q4 2025 Feb 13, 2026
Hodges Capital Management Inc. History Added to 4,240 1,680 0.14% 0.13% 1352 +95 2.29% Q4 2025 Feb 11, 2026
American Capital Advisory, LLC History Reduced 4,239 1,679 0.73% 0.73% 1353 -214 -4.81% Q4 2025 Jan 30, 2026
Lombard Odier Asset Management (USA) Corp History New 4,234 1,677 0.16% — 1355 +4,234 New Q4 2025 Feb 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,233 1,677 0.03% 0.01% 1356 +2,126 100.9% Q4 2025 Jan 16, 2026
First City Capital Management, Inc. History Reduced 4,234 1,677 0.89% 0.83% 1354 -75 -1.74% Q4 2025 Jan 14, 2026
WHALEROCK POINT PARTNERS, LLC History Added to 4,220 1,672 0.32% 0.3% 1357 +49 1.17% Q4 2025 Feb 13, 2026
CrossGen Wealth, LLC History New 4,208 1,667 1.47% — 1358 +4,208 New Q4 2025 Feb 19, 2026
INNEALTA CAPITAL, LLC History Added to 4,202 1,665 0.9% 0.72% 1359 +174 4.32% Q4 2025 Jan 30, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 4,189 1,660 0.14% 0.13% 1360 -83 -1.94% Q4 2025 Jan 15, 2026
Pallas Capital Advisors LLC History Added to 4,176 1,655 0.05% 0.05% 1361 +663 18.87% Q4 2025 Jan 14, 2026
ROMANO BROTHERS AND COMPANY History Added to 4,169 1,652 0.19% 0.17% 1362 +12 0.29% Q4 2025 Jan 14, 2026
RIK SAYLOR FINANCIAL, INC. History Added to 4,163 1,649 1.21% 1.02% 1363 +233 5.93% Q4 2025 Feb 12, 2026
INVESTMENT HOUSE LLC History New 4,150 1,644 0.08% — 1364 +4,150 New Q4 2025 Feb 06, 2026
APPLETON PARTNERS INC/MA History Added to 4,141 1,641 0.11% 0.08% 1365 +591 16.65% Q4 2025 Jan 09, 2026
Upper Left Wealth Management, LLC History Reduced 4,127 1,635 1.0% 1.03% 1366 -486 -10.54% Q4 2025 Jan 22, 2026
Darden Wealth Group Inc History Added to 4,123 1,633 0.79% 0.67% 1367 +498 13.74% Q4 2025 Feb 09, 2026
International Private Wealth Advisors LLC History Reduced 4,112 1,629 1.03% 0.95% 1368 -118 -2.79% Q4 2025 Jan 14, 2026
Berger Financial Group, Inc History Added to 4,071 1,613 0.09% 0.08% 1369 +269 7.08% Q4 2025 Jan 27, 2026
FSA WEALTH PARTNERS, INC. History Added to 4,069 1,612 0.58% 0.43% 1370 +944 30.21% Q4 2025 Jan 30, 2026
CX Institutional History Added to 4,065 1,611 0.05% 0.04% 1371 +198 5.12% Q4 2025 Feb 02, 2026
Activest Wealth Management History Added to 4,055 1,606 0.3% 0.29% 1372 +1 0.02% Q4 2025 Jan 30, 2026
Waldron Private Wealth LLC History Added to 4,050 1,605 0.06% 0.06% 1373 +1 0.02% Q4 2025 Jan 14, 2026
Nemes Rush Group LLC History Added to 2,732 1,597 0.15% 0.09% 1374 +313 12.94% Q4 2025 Feb 11, 2026
Daytona Street Capital LLC History New 4,021 1,593 1.24% — 1379 +4,021 New Q4 2025 Jan 21, 2026
WealthPLAN Partners, LLC History Added to 4,020 1,593 0.24% 0.14% 1376 +1,370 51.7% Q4 2025 Feb 12, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 4,020 1,593 0.72% 0.78% 1378 -544 -11.92% Q4 2025 Jan 16, 2026
Advisor OS, LLC History Added to 4,022 1,593 0.13% 0.11% 1377 +312 8.41% Q4 2025 Feb 04, 2026
Fragasso Financial Advisors Inc History Added to 4,021 1,593 0.1% 0.09% 1375 +3 0.07% Q4 2025 Jan 07, 2026
Wingate Wealth Advisors, Inc. History Added to 4,017 1,591 0.89% 0.95% 1381 +141 3.64% Q4 2025 Jan 28, 2026
MFA Wealth Services History Added to 4,016 1,591 1.07% 0.97% 1380 +67 1.7% Q4 2025 Jan 15, 2026
Tempus Wealth Planning, LLC History Added to 4,014 1,590 0.36% 0.3% 1382 +391 10.79% Q4 2025 Jan 16, 2026
MEDICI CAPITAL LLC History No change 4,000 1,585 1.27% 1.02% 1383 0 0.0% Q4 2025 Feb 17, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 3,999 1,584 0.36% 0.38% 1384 -325 -7.52% Q4 2025 Jan 20, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 3,991 1,581 0.04% 0.05% 1385 -790 -16.52% Q4 2025 Feb 13, 2026
Financial Partners Group, Inc History Reduced 3,551 1,579 0.18% 0.16% 1386 -28 -0.78% Q4 2025 Feb 03, 2026
Gibbs Wealth Management History Added to 3,806 1,577 0.38% 0.29% 1388 +243 6.82% Q4 2025 Jan 23, 2026
Hilltop National Bank History Added to 3,981 1,577 0.38% 0.35% 1387 +13 0.33% Q4 2025 Jan 07, 2026
Nicholson Wealth Management Group, LLC History Added to 3,976 1,575 0.92% 0.79% 1389 +156 4.08% Q4 2025 Jan 26, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 3,959 1,568 0.23% 0.2% 1391 +188 4.99% Q4 2025 Feb 09, 2026
SPINNAKER TRUST History Reduced 3,959 1,568 0.08% 0.08% 1390 -39 -0.98% Q4 2025 Feb 10, 2026
United Advisor Group, LLC History Reduced 3,949 1,565 0.2% 0.19% 1392 -89 -2.2% Q4 2025 Jan 26, 2026
Columbia Asset Management History No change 3,934 1,559 0.28% 0.26% 1393 0 0.0% Q4 2025 Jan 28, 2026
Pursuit Wealth Management LLC History New 3,930 1,557 1.34% — 1394 +3,930 New Q4 2025 Jan 26, 2026
Simplicity Wealth,LLC History Reduced 3,918 1,552 0.09% 0.19% 1395 -5,225 -57.15% Q4 2025 Jan 30, 2026
Hardin Capital Partners, LLC History Reduced 3,904 1,547 0.73% 0.77% 1397 -137 -3.39% Q4 2025 Jan 09, 2026
Pacific Sage Partners, LLC History Reduced 3,904 1,547 0.25% 0.23% 1396 -15 -0.38% Q4 2025 Jan 16, 2026
CMT Capital Markets Trading GmbH History Reduced 3,900 1,546 0.01% 0.09% 1399 -21,725 -84.78% Q4 2025 Feb 20, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,876 1,546 0.05% — 1398 +3,876 New Q4 2025 Feb 13, 2026
Legacy Financial Advisors, Inc. History Added to 3,891 1,541 0.21% 0.19% 1400 +106 2.8% Q4 2025 Feb 04, 2026
Focus Partners Advisor Solutions, LLC History Reduced 3,883 1,538 0.02% 0.05% 1401 -7,994 -67.31% Q4 2025 Feb 11, 2026
SPROTT INC. History Reduced 3,877 1,536 0.05% 0.05% 1402 -130 -3.24% Q4 2025 Feb 12, 2026
Giverny Capital Inc. History No change 3,876 1,536 0.05% 0.05% 1403 0 0.0% Q4 2025 Feb 13, 2026
CCG WEALTH MANAGEMENT, LLC History Reduced 3,860 1,529 0.66% 1.15% 1404 -2,990 -43.65% Q4 2025 Jan 21, 2026
Beaird Harris Wealth Management, LLC History Added to 3,843 1,522 0.1% 0.08% 1405 +595 18.32% Q4 2025 Feb 23, 2026
Paragon Private Wealth Management, LLC History Reduced 3,837 1,520 0.47% 0.46% 1406 -129 -3.25% Q4 2025 Feb 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 3,834 1,519 0.25% 0.23% 1407 -5 -0.13% Q4 2025 Jan 28, 2026
WIMMER ASSOCIATES 1, LLC History Added to 3,811 1,510 0.7% 0.62% 1408 +183 5.04% Q4 2025 Feb 13, 2026
Glenview Trust Co History Added to 3,810 1,509 0.02% 0.02% 1409 +68 1.82% Q4 2025 Feb 09, 2026
Quaker Wealth Management, LLC History Added to 3,791 1,502 0.48% 0.41% 1410 +232 6.52% Q4 2025 Jan 28, 2026
SYM FINANCIAL Corp History Added to 3,775 1,496 0.15% 0.14% 1411 +150 4.14% Q4 2025 Feb 13, 2026
WASHINGTON TRUST Co History No change 3,776 1,496 0.05% 0.04% 1412 0 0.0% Q4 2025 Feb 10, 2026
Towne Trust Company, N.A History Added to 3,759 1,489 0.46% 0.32% 1413 +1,000 36.25% Q4 2025 Jan 26, 2026
Benson Wealth Management INC History New 3,756 1,488 1.66% — 1414 +3,756 New Q4 2025 Feb 12, 2026
Cascades Capital Asset Management, LLC History Added to 3,749 1,485 0.62% 0.36% 1415 +1,459 63.71% Q4 2025 Feb 04, 2026
Astoria Portfolio Advisors LLC. History Reduced 3,083 1,483 0.34% 0.31% 1417 -47 -1.5% Q4 2025 Feb 24, 2026
Chemistry Wealth Management LLC History No change 3,744 1,483 0.28% 0.26% 1416 0 0.0% Q4 2025 Jan 06, 2026
Fifth Third Wealth Advisors LLC History Reduced 3,738 1,481 0.05% 0.05% 1418 -400 -9.67% Q4 2025 Jan 15, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,735 1,480 0.1% 0.07% 1419 +1,109 42.23% Q4 2025 Feb 02, 2026
MBA Advisors LLC History Added to 3,733 1,479 0.6% 0.55% 1420 +84 2.3% Q4 2025 Jan 21, 2026
LEGACY SOLUTIONS, LLC History Added to 3,728 1,477 1.3% 1.19% 1421 +16 0.43% Q4 2025 Jan 14, 2026
FAIRFIELD, BUSH & CO. History Added to 3,721 1,474 0.78% 0.66% 1422 +85 2.34% Q4 2025 Feb 13, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 3,715 1,472 0.25% 0.27% 1423 -687 -15.61% Q4 2025 Jan 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 3,711 1,470 0.04% 0.04% 1424 -391 -9.53% Q4 2025 Feb 03, 2026
HHM Wealth Advisors, LLC History No change 3,711 1,470 0.17% 0.15% 1425 0 0.0% Q4 2025 Jan 22, 2026
Institute for Wealth Management, LLC. History Reduced 3,708 1,469 0.16% 0.14% 1426 -9 -0.24% Q4 2025 Jan 27, 2026
Finivi Inc. History New 3,685 1,460 0.84% — 1427 +3,685 New Q4 2025 Jan 27, 2026
FLAGSTAR ADVISORS INC History Reduced 3,682 1,459 0.49% 0.86% 1428 -4,187 -53.21% Q4 2025 Jan 13, 2026
Pinnacle Bancorp, Inc. History Reduced 3,669 1,454 0.43% 0.39% 1429 -7 -0.19% Q4 2025 Jan 22, 2026
Oceanside Advisors LLC History No change 3,670 1,454 0.88% 0.81% 1430 0 0.0% Q4 2025 Jan 26, 2026
First Bancorp, Inc /ME/ History Added to 3,665 1,452 0.77% 0.52% 1431 +930 34.0% Q4 2025 Jan 26, 2026
BSW Wealth Partners History Added to 3,646 1,444 0.17% 0.16% 1432 +73 2.04% Q4 2025 Jan 23, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 3,643 1,443 0.62% 0.55% 1434 +112 3.17% Q4 2025 Feb 05, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 3,643 1,443 0.02% 0.02% 1433 -100 -2.67% Q4 2025 Feb 11, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Added to 3,640 1,442 0.22% 0.21% 1435 +1 0.03% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Reduced 3,630 1,438 0.0% 0.0% 1436 -72 -1.94% Q4 2025 Feb 13, 2026
N.E.W. Advisory Services LLC History Added to 3,627 1,437 0.11% 0.1% 1437 +593 19.55% Q4 2025 Jan 28, 2026
Calamos Wealth Management LLC History Added to 3,619 1,434 0.05% 0.04% 1438 +459 14.53% Q4 2025 Jan 29, 2026
VIAWEALTH, LLC History Reduced 3,613 1,431 0.8% 0.84% 1439 -706 -16.35% Q4 2025 Feb 10, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Reduced 3,608 1,429 1.28% 1.41% 1440 -690 -16.05% Q4 2025 Jan 23, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 3,604 1,428 0.19% 0.13% 1441 +1,033 40.18% Q4 2025 Feb 12, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 3,652 1,427 0.52% 0.52% 1442 -365 -9.09% Q4 2025 Jan 21, 2026
Venturi Wealth Management, LLC History Reduced 3,599 1,426 0.06% 0.07% 1443 -921 -20.38% Q4 2025 Jan 22, 2026
Chico Wealth RIA History No change 3,600 1,426 0.93% 0.87% 1444 0 0.0% Q4 2025 Feb 10, 2026
Foguth Wealth Management, LLC. History New 3,574 1,423 0.22% — 1446 +3,574 New Q4 2025 Jan 05, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 3,592 1,423 0.1% 0.1% 1445 -325 -8.3% Q4 2025 Jan 28, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 3,581 1,419 0.05% 0.04% 1447 +267 8.06% Q4 2025 Jan 23, 2026
SAX WEALTH ADVISORS, LLC History Reduced 3,575 1,416 0.07% 0.07% 1449 -33 -0.91% Q4 2025 Jan 12, 2026
KFA Private Wealth Group, LLC History Added to 3,574 1,416 0.34% 0.36% 1448 +30 0.85% Q4 2025 Jan 07, 2026
WOLVERINE ASSET MANAGEMENT LLC History No change 3,570 1,414 0.01% 0.01% 1450 0 0.0% Q4 2025 Feb 02, 2026
PYA Waltman Capital, LLC History No change 3,570 1,414 0.38% 0.34% 1451 0 0.0% Q4 2025 Feb 13, 2026
Black Diamond Financial, LLC History Added to 3,567 1,413 0.15% 0.14% 1452 +89 2.56% Q4 2025 Feb 03, 2026
FIRST FOUNDATION ADVISORS History Added to 3,564 1,412 0.05% 0.04% 1453 +275 8.36% Q4 2025 Feb 04, 2026
Diversified Enterprises, LLC History Added to 3,563 1,411 0.08% 0.08% 1455 +266 8.07% Q4 2025 Jan 28, 2026
Hurley Capital, LLC History Added to 3,562 1,411 0.79% 0.71% 1454 +34 0.96% Q4 2025 Feb 17, 2026
TSFG, LLC History Added to 3,546 1,405 0.21% 0.2% 1456 +20 0.57% Q4 2025 Feb 04, 2026
Zuckerman Investment Group, LLC History Added to 3,541 1,403 0.13% 0.02% 1457 +2,912 462.96% Q4 2025 Feb 13, 2026
Oder Investment Management, LLC History Reduced 3,535 1,400 1.01% 0.95% 1458 -185 -4.97% Q4 2025 Feb 12, 2026
Westshore Wealth, LLC History Reduced 3,530 1,398 0.46% 0.43% 1459 -15 -0.42% Q4 2025 Feb 25, 2026
FSM Wealth Advisors, LLC History Reduced 3,523 1,396 0.19% 0.18% 1460 -77 -2.14% Q4 2025 Jan 23, 2026
Gen-Wealth Partners Inc History Reduced 3,520 1,395 0.45% 0.44% 1461 -105 -2.9% Q4 2025 Feb 13, 2026
Sulzberger Capital Advisors, Inc. History Added to 3,514 1,392 1.41% 0.4% 1462 +2,507 248.96% Q4 2025 Jan 07, 2026
Wealth Alliance Advisory Group, LLC History Added to 3,505 1,389 0.24% 0.12% 1463 +1,588 82.84% Q4 2025 Jan 29, 2026
626 Financial, LLC History Reduced 3,502 1,387 0.6% 0.61% 1466 -410 -10.48% Q4 2025 Feb 05, 2026
BLB&B Advisors, LLC History Reduced 3,500 1,387 0.06% 0.06% 1465 -184 -4.99% Q4 2025 Jan 26, 2026
BURNS J W & CO INC/NY History Added to 3,500 1,387 0.15% 0.14% 1464 +25 0.72% Q4 2025 Jan 12, 2026
Fortress Financial Solutions, LLC History Reduced 3,492 1,383 1.41% 1.39% 1467 -107 -2.97% Q4 2025 Jan 23, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 3,475 1,377 0.09% 0.08% 1468 +180 5.46% Q4 2025 Feb 17, 2026
Fortune Financial Group, Inc. History New 2,843 1,376 1.35% — 1469 +2,843 New Q4 2025 Feb 11, 2026
Alta Wealth Advisors LLC History Reduced 3,463 1,372 0.46% 0.52% 1470 -595 -14.66% Q4 2025 Feb 03, 2026
Ehrenkranz Partners L.P. History No change 3,455 1,369 1.55% 1.08% 1471 0 0.0% Q4 2025 Feb 17, 2026
FIRST AMERICAN TRUST, FSB History Added to 3,452 1,367 0.09% 0.09% 1472 +43 1.26% Q4 2025 Feb 11, 2026
CIBC Asset Management Inc History Added to 3,442 1,364 0.0% 0.0% 1473 +516 17.63% Q4 2025 Feb 10, 2026
VISIONARY HORIZONS, LLC History Reduced 3,440 1,363 0.7% 0.69% 1475 -30 -0.86% Q4 2025 Jan 23, 2026
DEARBORN PARTNERS LLC History No change 3,440 1,363 0.07% 0.06% 1474 0 0.0% Q4 2025 Feb 11, 2026
ENTREWEALTH, LLC History Reduced 2,992 1,362 0.61% 0.55% 1476 -19 -0.63% Q4 2025 Feb 13, 2026
August Group Capital Ltd History New 3,423 1,356 1.5% — 1477 +3,423 New Q4 2025 Feb 12, 2026
Reynders McVeigh Capital Management, LLC History No change 3,418 1,355 0.06% 0.06% 1478 0 0.0% Q4 2025 Feb 02, 2026
Waterloo Capital, L.P. History Reduced 3,391 1,343 0.1% 0.12% 1479 -1,132 -25.03% Q4 2025 Feb 10, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 3,375 1,337 0.13% 0.1% 1480 +535 18.84% Q4 2025 Jan 21, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 3,370 1,335 0.57% 0.52% 1481 -15 -0.44% Q4 2025 Jan 22, 2026
Troutman Wealth Management, LLC History New 3,359 1,331 1.1% — 1483 +3,359 New Q4 2025 Feb 18, 2026
SNS Financial Group, LLC History Reduced 3,360 1,331 0.11% 0.11% 1482 -50 -1.47% Q4 2025 Feb 02, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 3,151 1,328 0.06% 0.07% 1484 +6 0.19% Q4 2025 Feb 03, 2026
DELTEC ASSET MANAGEMENT LLC History New 3,350 1,327 0.22% — 1485 +3,350 New Q4 2025 Jan 29, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 3,350 1,327 0.2% 0.19% 1486 +1 0.03% Q4 2025 Jan 12, 2026
Connective Capital Management, LLC History New 3,346 1,326 0.78% — 1487 +3,346 New Q4 2025 Feb 19, 2026
Buck Wealth Strategies, LLC History Reduced 3,345 1,325 0.17% 0.19% 1489 -480 -12.55% Q4 2025 Feb 03, 2026
BANK OF HAWAII History Added to 3,344 1,325 0.07% 0.05% 1488 +308 10.14% Q4 2025 Mar 03, 2026
Orgel Wealth Management, LLC History No change 3,341 1,324 0.03% 0.03% 1490 0 0.0% Q4 2025 Jan 07, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 3,335 1,321 0.25% — 1491 +3,335 New Q4 2025 Feb 13, 2026
Compagnie Lombard Odier SCmA History Added to 3,330 1,319 0.01% 0.0% 1492 +3,200 2461.54% Q4 2025 Jan 16, 2026
Clark Wealth Partners History No change 3,324 1,317 0.8% 0.8% 1493 0 0.0% Q4 2025 Feb 04, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 3,316 1,314 0.07% 0.07% 1494 +4 0.12% Q4 2025 Feb 13, 2026
Lodestone Wealth Management LLC History Reduced 3,314 1,313 0.53% 0.53% 1495 -28 -0.84% Q4 2025 Jan 15, 2026
Legacy Capital Wealth Partners, LLC History Added to 3,313 1,312 0.28% 0.26% 1496 +5 0.15% Q4 2025 Jan 16, 2026
Gryphon Financial Partners LLC History Added to 3,309 1,311 0.14% 0.02% 1498 +2,706 448.76% Q4 2025 Jan 08, 2026
QUADRANT CAPITAL GROUP LLC History Added to 3,309 1,311 0.04% 0.03% 1497 +967 41.29% Q4 2025 Feb 13, 2026
Intesa Sanpaolo Wealth Management History New 3,300 1,310 0.27% — 1499 +3,300 New Q4 2025 Feb 12, 2026
Pacific Point Advisors, LLC History Reduced 3,302 1,308 0.7% 1.44% 1500 -3,645 -52.47% Q4 2025 Jan 21, 2026
WOLFF WIESE MAGANA LLC History Reduced 3,297 1,306 0.72% 0.67% 1501 -20 -0.6% Q4 2025 Jan 14, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 3,293 1,305 0.2% 0.2% 1502 -224 -6.37% Q4 2025 Jan 13, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 3,289 1,303 0.91% 0.71% 1505 -288 -8.05% Q4 2025 Jan 20, 2026
WINMILL & CO. INC History Reduced 3,290 1,303 0.35% 0.3% 1503 -175 -5.05% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History Added to 3,288 1,303 0.15% 0.13% 1504 +137 4.35% Q4 2025 Jan 21, 2026
RKL Wealth Management LLC History Reduced 3,275 1,297 0.11% 0.1% 1506 -137 -4.02% Q4 2025 Feb 12, 2026
Embree Financial Group History Reduced 3,270 1,295 0.16% 0.16% 1507 -14 -0.43% Q4 2025 Jan 14, 2026
Total Wealth Planning & Management, Inc. History New 3,262 1,292 0.96% — 1508 +3,262 New Q4 2025 Feb 11, 2026
Stelac Advisory Services LLC History Added to 3,255 1,289 0.46% 0.25% 1509 +1,256 62.83% Q4 2025 Feb 12, 2026
BridgePort Financial Solutions, LLC History Added to 3,255 1,289 0.35% 0.28% 1510 +283 9.52% Q4 2025 Jan 16, 2026
CAMDEN NATIONAL BANK History Reduced 3,239 1,283 0.18% 0.17% 1511 -275 -7.83% Q4 2025 Feb 10, 2026
Claro Advisors Inc. History Added to 3,230 1,280 0.17% 0.13% 1512 +638 24.61% Q4 2025 Feb 17, 2026
RMR Capital Management, LLC History No change 3,231 1,280 0.92% 0.8% 1513 0 0.0% Q4 2025 Feb 12, 2026
JMAC ENTERPRISES LLC History Reduced 3,229 1,279 0.24% 0.29% 1514 -900 -21.8% Q4 2025 Jan 21, 2026
WESPAC Advisors, LLC History Added to 3,217 1,274 0.69% 0.49% 1515 +847 35.74% Q4 2025 Jan 14, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 3,214 1,273 0.06% 0.06% 1516 -24 -0.74% Q4 2025 Feb 10, 2026
Global View Capital Management LLC History Reduced 3,203 1,269 0.24% 0.24% 1517 -37 -1.14% Q4 2025 Jan 14, 2026
MSH Capital Advisors LLC History Added to 3,200 1,268 0.27% 0.29% 1518 +144 4.71% Q4 2025 Feb 09, 2026
Cardinal Point Capital Management ULC History Added to 3,197 1,267 0.08% 0.07% 1521 +499 18.5% Q4 2025 Feb 05, 2026
WESCAP Management Group, Inc. History Reduced 3,199 1,267 0.26% 0.24% 1519 -62 -1.9% Q4 2025 Feb 11, 2026
AMARA FINANCIAL, LLC. History No change 3,197 1,267 0.88% 0.84% 1520 0 0.0% Q4 2025 Feb 03, 2026
Beacon Capital Management, LLC History Added to 3,193 1,265 0.2% 0.11% 1522 +1,045 48.65% Q4 2025 Feb 13, 2026
Investment Advisory Group, LLC History Reduced 3,186 1,262 0.32% 0.31% 1523 -35 -1.09% Q4 2025 Jan 23, 2026
Tradition Wealth Management, LLC History Added to 3,172 1,257 0.09% 0.07% 1524 +606 23.62% Q4 2025 Feb 11, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 3,162 1,253 0.39% 0.35% 1526 -931 -22.75% Q4 2025 Feb 02, 2026
Atwater Malick LLC History No change 3,164 1,253 0.35% 0.33% 1525 0 0.0% Q4 2025 Jan 23, 2026
Pines Wealth Management, LLC History No change 3,162 1,253 0.4% 0.38% 1527 0 0.0% Q4 2025 Feb 02, 2026
NTV ASSET MANAGEMENT LLC History Reduced 3,158 1,251 0.13% 0.12% 1528 -19 -0.6% Q4 2025 Jan 20, 2026
HAZLETT, BURT & WATSON, INC. History Added to 3,145 1,249 0.4% 0.29% 1529 +834 36.09% Q4 2025 Feb 10, 2026
Bensler, LLC History Added to 3,150 1,248 0.12% 0.1% 1530 +373 13.43% Q4 2025 Feb 04, 2026
Smart Portfolios, LLC History Reduced 3,140 1,244 1.24% 1.25% 1531 -512 -14.02% Q4 2025 Jan 30, 2026
Ameliora Wealth Management Ltd. History Added to 3,135 1,242 0.38% 0.32% 1533 +455 16.98% Q4 2025 Jan 21, 2026
Mechanics Bank Trust Department History Reduced 3,134 1,242 0.16% 0.17% 1532 -199 -5.97% Q4 2025 Jan 14, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 3,129 1,240 0.02% 0.02% 1534 +101 3.34% Q4 2025 Feb 10, 2026
Wealth Advisors of Iowa, LLC History Added to 3,128 1,239 0.41% 0.3% 1536 +624 24.92% Q4 2025 Feb 05, 2026
Clay Northam Wealth Management, LLC History Added to 3,128 1,239 0.69% 0.6% 1537 +190 6.47% Q4 2025 Feb 17, 2026
Mayfair Advisory Group, LLC History Reduced 3,113 1,239 0.48% 0.48% 1535 -16 -0.51% Q4 2025 Jan 21, 2026
Cornerstone Planning Group LLC History Added to 2,503 1,237 0.19% 0.01% 1538 +1,521 154.89% Q4 2025 Feb 02, 2026
Vericrest Private Wealth History New 3,120 1,236 1.1% — 1539 +3,120 New Q4 2025 Mar 12, 2026
RB Capital Management, LLC History Added to 3,112 1,233 0.24% 0.15% 1540 +1,131 57.09% Q4 2025 Feb 03, 2026
Valley Financial Group, Inc. History Reduced 3,109 1,232 0.69% 0.84% 1541 -1,051 -25.26% Q4 2025 Feb 18, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 3,108 1,231 0.15% 0.11% 1542 +658 26.86% Q4 2025 Jan 26, 2026
Flaharty Asset Management, LLC History Added to 3,091 1,224 0.15% 0.09% 1543 +1,063 52.42% Q4 2025 Feb 06, 2026
Cauble & Harre Wealth Management, Inc. History New 3,085 1,222 1.02% — 1546 +3,085 New Q4 2025 Feb 05, 2026
American Trust History Reduced 3,084 1,222 0.1% 0.1% 1545 -296 -8.76% Q4 2025 Feb 17, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 3,085 1,222 0.19% 0.18% 1544 0 0.0% Q4 2025 Feb 11, 2026
Caerus Investment Advisors, LLC History Added to 3,079 1,220 0.4% 0.4% 1547 +347 12.7% Q4 2025 Feb 12, 2026
Hudock, Inc. History Reduced 3,074 1,218 0.18% 0.17% 1548 -25 -0.81% Q4 2025 Feb 12, 2026
SAGE PRIVATE WEALTH GROUP, LLC History No change 3,070 1,216 0.65% 0.61% 1549 0 0.0% Q4 2025 Jan 28, 2026
Persistent Asset Partners Ltd History New 3,068 1,215 0.55% — 1552 +3,068 New Q4 2025 Feb 17, 2026
Mirador Capital Partners LP History Reduced 3,068 1,215 0.17% 0.22% 1550 -1,351 -30.57% Q4 2025 Jan 14, 2026
Vertex Planning Partners, LLC History No change 3,066 1,215 0.28% 0.21% 1551 0 0.0% Q4 2025 Feb 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,061 1,212 0.0% 0.0% 1553 0 0.0% Q4 2025 Feb 13, 2026
Members Trust Co History No change 3,057 1,211 0.04% 0.04% 1554 0 0.0% Q4 2025 Jan 15, 2026
Advisory Alpha, LLC History Added to 3,055 1,210 0.03% 0.03% 1555 +327 11.99% Q4 2025 Feb 06, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History Reduced 3,049 1,208 0.01% 0.01% 1556 -197 -6.07% Q4 2025 Feb 17, 2026
Titiun Yejiel History New 75,230 1,202 1.44% — 1557 +75,230 New Q4 2025 Apr 10, 2026
CAPITAL INSIGHT PARTNERS, LLC History Added to 3,031 1,201 0.25% 0.16% 1558 +243 8.72% Q4 2025 Feb 17, 2026
Breakwater Investment Management History Added to 3,031 1,201 0.43% 0.39% 1559 +78 2.64% Q4 2025 Feb 02, 2026
EVOLVE PRIVATE WEALTH, LLC History New 3,023 1,198 0.07% — 1562 +3,023 New Q4 2025 Feb 17, 2026
Invst, LLC History Added to 3,024 1,198 0.13% 0.12% 1560 +112 3.85% Q4 2025 Feb 11, 2026
Azimuth Capital Investment Management LLC History Added to 3,025 1,198 0.04% 0.04% 1561 +8 0.27% Q4 2025 Feb 12, 2026
DiPaolo Financial Group, Inc. History New 3,018 1,196 1.27% — 1564 +3,018 New Q4 2025 Feb 24, 2026
Gratus Wealth Advisors, LLC History No change 3,020 1,196 0.17% 0.15% 1563 0 0.0% Q4 2025 Feb 04, 2026
SkyOak Wealth, LLC History Reduced 3,017 1,195 0.21% 0.21% 1565 -48 -1.57% Q4 2025 Feb 05, 2026
J HAGAN CAPITAL, INC. History Reduced 3,013 1,194 0.66% 3.76% 1567 -14,466 -82.76% Q4 2025 Feb 17, 2026
Allen Capital Group, LLC History Added to 3,015 1,194 0.11% 0.09% 1566 +370 13.99% Q4 2025 Feb 09, 2026
Destiny Capital Corp/CO History Reduced 3,009 1,192 0.61% 0.61% 1569 -153 -4.84% Q4 2025 Jan 23, 2026
Pacific Center for Financial Services History No change 3,356 1,192 0.3% 0.3% 1568 0 0.0% Q4 2025 Feb 17, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 3,001 1,189 0.02% 0.02% 1570 -970 -24.43% Q4 2025 Feb 09, 2026
Ulysses Management LLC History Reduced 3,000 1,188 0.22% 0.22% 1572 -5,500 -64.71% Q4 2025 Feb 17, 2026
Timber Creek Capital Management LLC History No change 3,000 1,188 0.28% 0.26% 1571 0 0.0% Q4 2025 Jan 23, 2026
IvyRock Asset Management (HK) Ltd History No change 3,000 1,188 0.63% 0.46% 1573 0 0.0% Q4 2025 Feb 11, 2026
Wilmar Advisors LLC History No change 3,000 1,188 0.93% 0.88% 1574 0 0.0% Q4 2025 Feb 13, 2026
Sage Mountain Advisors LLC History Added to 2,994 1,186 0.06% 0.05% 1575 +500 20.05% Q4 2025 Jan 23, 2026
CRUX WEALTH ADVISORS History Added to 2,991 1,185 0.44% 0.38% 1576 +280 10.33% Q4 2025 Jan 21, 2026
Capital Advisors Wealth Management, LLC History Added to 2,982 1,181 0.16% 0.14% 1577 +283 10.49% Q4 2025 Jan 21, 2026
QP WEALTH MANAGEMENT, LLC History New 2,970 1,177 1.04% — 1578 +2,970 New Q4 2025 Jan 07, 2026
Smartleaf Asset Management LLC History Added to 2,952 1,177 0.04% 0.04% 1579 +1,156 64.37% Q4 2025 Feb 13, 2026
GGM Financials LLC History Reduced 2,970 1,177 0.57% 0.55% 1580 -125 -4.04% Q4 2025 Feb 04, 2026
Alliance Wealth Advisors, LLC /UT History Reduced 2,966 1,175 0.25% 0.28% 1581 -446 -13.07% Q4 2025 Feb 02, 2026
Lanham O'Dell & Company, Inc. History Reduced 2,957 1,171 0.34% 0.45% 1582 -1,012 -25.5% Q4 2025 Jan 12, 2026
Wilkinson Global Asset Management LLC History Added to 2,948 1,168 0.08% 0.06% 1583 +58 2.01% Q4 2025 Feb 11, 2026
HBW ADVISORY SERVICES LLC History Reduced 2,946 1,167 0.13% 0.26% 1584 -3,644 -55.3% Q4 2025 Jan 23, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 2,826 1,167 0.17% 0.23% 1585 +791 38.87% Q4 2025 Jan 07, 2026
Providence First Trust Co History New 2,944 1,166 0.4% — 1586 +2,944 New Q4 2025 Feb 03, 2026
Torrey-Payne Wealth Management, LLC History New 2,509 1,165 1.04% — 1587 +2,509 New Q4 2025 Feb 19, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 2,936 1,163 0.99% 0.87% 1588 +194 7.08% Q4 2025 Jan 26, 2026
Octavia Wealth Advisors, LLC History Reduced 2,930 1,161 0.11% 0.12% 1590 -602 -17.04% Q4 2025 Jan 23, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 2,932 1,161 0.19% 0.27% 1589 0 0.0% Q4 2025 Feb 18, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 2,927 1,159 0.75% 0.73% 1592 -100 -3.3% Q4 2025 Jan 14, 2026
Commonwealth Financial Services, LLC History Added to 2,925 1,159 0.19% 0.17% 1591 +78 2.74% Q4 2025 Feb 06, 2026
One Charles Private Wealth Services, LLC History No change 2,925 1,159 0.3% 0.27% 1593 0 0.0% Q4 2025 Feb 06, 2026
Accelerate Investment Advisors LLC History No change 2,923 1,158 0.78% 0.71% 1594 0 0.0% Q4 2025 Jan 12, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 8,066 1,157 0.56% — 1595 +8,066 New Q4 2025 Jan 09, 2026
Reliant Investment Partners, LLC History Added to 2,916 1,155 0.91% 0.8% 1596 +58 2.03% Q4 2025 Feb 06, 2026
Beaumont Financial Advisors, LLC History Reduced 2,902 1,150 0.08% 0.08% 1597 -597 -17.06% Q4 2025 Jan 16, 2026
JB Capital LLC History Added to 2,901 1,149 0.05% 0.04% 1598 +194 7.17% Q4 2025 Jan 20, 2026
King Wealth Management Group History Added to 2,896 1,148 0.14% 0.07% 1599 +1,393 92.68% Q4 2025 Feb 09, 2026
Jacobsen Capital Management History No change 2,898 1,148 0.37% 0.35% 1600 0 0.0% Q4 2025 Jan 26, 2026
Columbus Macro, LLC History Reduced 2,892 1,146 0.13% 0.13% 1601 -384 -11.72% Q4 2025 Jan 15, 2026
WT Wealth Management History Reduced 2,890 1,145 0.33% 0.3% 1602 -17 -0.58% Q4 2025 Feb 02, 2026
Lumbard & Kellner, LLC History Added to 2,889 1,144 0.4% 0.38% 1603 +9 0.31% Q4 2025 Feb 03, 2026
NerdWallet Wealth Partners, LLC History Reduced 2,883 1,142 0.51% 0.51% 1604 -24 -0.83% Q4 2025 Jan 13, 2026
Wedmont Private Capital History Added to 2,790 1,141 0.04% 0.03% 1605 +869 45.24% Q4 2025 Jan 08, 2026
Cambridge Advisors Inc. History Added to 2,878 1,140 0.22% 0.2% 1606 +1 0.03% Q4 2025 Jan 21, 2026
M. Kraus & Co History No change 2,865 1,135 0.32% 0.28% 1607 0 0.0% Q4 2025 Jan 21, 2026
Rosenberg Matthew Hamilton History No change 2,863 1,134 0.23% 0.22% 1608 0 0.0% Q4 2025 Jan 05, 2026
Cornerstone Wealth Group, LLC History Added to 2,847 1,128 0.08% 0.05% 1609 +729 34.42% Q4 2025 Jan 26, 2026
55 North Private Wealth, LLC History New 2,845 1,127 0.3% — 1611 +2,845 New Q4 2025 Jan 27, 2026
Fiduciary Alliance LLC History Added to 2,845 1,127 0.07% 0.06% 1610 +144 5.33% Q4 2025 Jan 22, 2026
ROTHSCHILD INVESTMENT LLC History Added to 2,843 1,126 0.06% 0.05% 1612 +425 17.58% Q4 2025 Feb 10, 2026
United Bank History No change 2,841 1,125 0.38% 0.35% 1613 0 0.0% Q4 2025 Feb 05, 2026
MADDEN SECURITIES Corp History Added to 2,837 1,124 0.34% 0.3% 1614 +95 3.46% Q4 2025 Feb 04, 2026
Breachway Investments LLC History New 2,833 1,122 1.18% — 1616 +2,833 New Q4 2025 Jan 27, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 2,832 1,122 0.2% 0.18% 1615 -54 -1.87% Q4 2025 Jan 16, 2026
Thomasville National Bank History Added to 2,827 1,120 0.07% 0.05% 1617 +405 16.72% Q4 2025 Jan 26, 2026
Independence Financial Advisors, LLC History No change 2,828 1,120 0.31% 0.31% 1618 0 0.0% Q4 2025 Jan 15, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 2,823 1,119 0.03% 0.03% 1619 -157 -5.27% Q4 2025 Feb 06, 2026
LAM GROUP, INC. History Added to 2,825 1,119 0.64% 0.62% 1620 +5 0.18% Q4 2025 Jan 23, 2026
Tolleson Wealth Management, Inc. History Reduced 2,821 1,117 0.16% 0.26% 1621 -1,990 -41.36% Q4 2025 Feb 17, 2026
Legacy Capital Group California, Inc. History Added to 2,814 1,115 0.27% 0.25% 1622 +29 1.04% Q4 2025 Jan 28, 2026
Petix & Botte Co History No change 2,812 1,114 0.25% 0.23% 1623 0 0.0% Q4 2025 Feb 05, 2026
SouthState Bank Corp History Reduced 2,809 1,113 0.05% 0.05% 1624 -354 -11.19% Q4 2025 Feb 11, 2026
DBK Financial Counsel, LLC History Added to 2,807 1,112 0.85% 0.8% 1625 +121 4.5% Q4 2025 Jan 26, 2026
Swisher Financial Concepts, Inc. History Added to 2,808 1,112 0.63% 0.6% 1626 +2 0.07% Q4 2025 Feb 10, 2026
Running Point Capital Advisors, LLC History Reduced 2,805 1,111 0.3% 0.31% 1628 -429 -13.27% Q4 2025 Feb 17, 2026
Hartford Financial Management Inc. History No change 2,805 1,111 0.29% 0.26% 1627 0 0.0% Q4 2025 Jan 21, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 2,800 1,109 0.48% 0.45% 1629 0 0.0% Q4 2025 Jan 12, 2026
Xcel Wealth Management, LLC History No change 2,800 1,109 0.28% 0.26% 1630 0 0.0% Q4 2025 Jan 26, 2026
Granite FO LLC History No change 2,800 1,109 0.59% 0.54% 1631 0 0.0% Q4 2025 Feb 06, 2026
Archer Investment Corp History Reduced 2,790 1,105 0.25% 0.24% 1632 -143 -4.88% Q4 2025 Jan 30, 2026
Hansen & Associates Financial Group, Inc. History Added to 2,387 1,103 0.6% 0.32% 1633 +402 20.25% Q4 2025 Feb 17, 2026
BostonPremier Wealth LLC History Reduced 2,774 1,099 0.56% 0.57% 1634 -434 -13.53% Q4 2025 Jan 13, 2026
Cambridge Financial Group, LLC History Reduced 3,073 1,099 0.38% 0.36% 1635 -106 -3.33% Q4 2025 Jan 09, 2026
HighPoint Advisor Group LLC History Added to 2,773 1,098 0.05% 0.05% 1636 +14 0.51% Q4 2025 Feb 04, 2026
Fort Point Capital Partners LLC History Added to 2,584 1,093 0.12% 0.1% 1637 +255 10.95% Q4 2025 Feb 13, 2026
ORG Partners LLC History Reduced 2,759 1,093 0.19% 0.19% 1638 -200 -6.76% Q4 2025 Jan 14, 2026
LGL PARTNERS, LLC History No change 2,748 1,089 0.46% 0.42% 1639 0 0.0% Q4 2025 Feb 09, 2026
Cresta Advisors, Ltd. History No change 2,746 1,088 0.46% 0.44% 1640 0 0.0% Q4 2025 Feb 03, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Reduced 2,742 1,086 0.02% 0.02% 1641 -923 -25.18% Q4 2025 Feb 13, 2026
Tranquilli Financial Advisor LLC History Reduced 2,742 1,086 0.63% 0.69% 1642 -552 -16.76% Q4 2025 Jan 27, 2026
Hyperion Capital Advisors LP History No change 2,738 1,085 0.53% 0.52% 1643 0 0.0% Q4 2025 Feb 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 2,734 1,083 0.1% 0.1% 1644 0 0.0% Q4 2025 Jan 30, 2026
MN Wealth Advisors, LLC History Added to 2,729 1,081 0.55% 0.51% 1645 +45 1.68% Q4 2025 Feb 02, 2026
Tidemark, LLC History Reduced 2,723 1,078 0.31% 0.28% 1646 -10 -0.37% Q4 2025 Feb 10, 2026
Piedmont Capital Management, LLC History Reduced 2,715 1,075 0.55% 0.54% 1647 -133 -4.67% Q4 2025 Feb 13, 2026
Oath Planning, LLC History New 2,706 1,072 1.06% — 1648 +2,706 New Q4 2025 Feb 12, 2026
Newbridge Financial Services Group, Inc. History Added to 2,702 1,070 0.17% 0.09% 1650 +924 51.97% Q4 2025 Jan 21, 2026
Single Point Partners, LLC History No change 2,700 1,070 0.21% 0.19% 1649 0 0.0% Q4 2025 Jan 26, 2026
TCI Wealth Advisors, Inc. History Added to 2,699 1,069 0.06% 0.04% 1651 +648 31.59% Q4 2025 Feb 02, 2026
United Financial Planning Group LLC History Added to 2,694 1,067 0.65% 0.56% 1654 +193 7.72% Q4 2025 Feb 11, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 2,694 1,067 0.42% 0.4% 1653 -168 -5.87% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Added to 2,693 1,067 0.03% 0.03% 1652 +44 1.66% Q4 2025 Jan 20, 2026
HOWE & RUSLING INC History Reduced 2,684 1,063 0.07% 0.07% 1655 -61 -2.22% Q4 2025 Feb 17, 2026
Heritage Investment Group, Inc. History No change 2,681 1,062 0.16% 0.15% 1656 0 0.0% Q4 2025 Jan 30, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 2,652 1,051 0.11% 0.08% 1657 +570 27.38% Q4 2025 Feb 09, 2026
Telos Capital Management, Inc. History Reduced 2,654 1,051 0.1% 0.1% 1658 -205 -7.17% Q4 2025 Jan 22, 2026
Trifecta Capital Advisors, LLC History Reduced 2,652 1,051 0.16% 0.15% 1659 -100 -3.63% Q4 2025 Jan 30, 2026
Garden State Investment Advisory Services LLC History Added to 2,652 1,051 0.23% 0.2% 1660 +63 2.43% Q4 2025 Feb 17, 2026
Dunhill Financial, LLC History Reduced 2,648 1,049 0.26% 0.27% 1662 -222 -7.74% Q4 2025 Jan 29, 2026
Nalls Sherbakoff Group, LLC History No change 2,649 1,049 0.76% 0.63% 1661 0 0.0% Q4 2025 Mar 12, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 2,643 1,047 0.35% 0.32% 1664 -50 -1.86% Q4 2025 Jan 29, 2026
PALISADE CAPITAL MANAGEMENT, LP History Added to 2,643 1,047 0.03% 0.03% 1663 +33 1.26% Q4 2025 Feb 17, 2026
THOMPSON DAVIS & CO., INC. History Reduced 2,640 1,046 0.63% 0.58% 1665 -7 -0.26% Q4 2025 Jan 12, 2026
Miramar Capital, LLC History No change 2,640 1,046 0.23% 0.21% 1666 0 0.0% Q4 2025 Feb 11, 2026
Richmond Investment Services, LLC History Added to 2,632 1,043 0.18% 0.17% 1667 +80 3.13% Q4 2025 Feb 12, 2026
Global Financial Private Client, LLC History Added to 2,631 1,042 0.37% 0.33% 1668 +10 0.38% Q4 2025 Jan 27, 2026
Stirlingshire Investments, Inc. History New 2,624 1,039 0.92% — 1671 +2,624 New Q4 2025 Feb 11, 2026
Outlook Wealth Advisors, LLC History Added to 2,623 1,039 0.23% 0.19% 1670 +424 19.28% Q4 2025 Feb 11, 2026
Cooper Financial Group History Added to 2,622 1,039 0.11% 0.1% 1669 +63 2.46% Q4 2025 Jan 08, 2026
Stamos Capital Partners, L.P. History Added to 2,617 1,037 0.17% 0.16% 1672 +200 8.27% Q4 2025 Feb 12, 2026
GREENLEAF TRUST History Reduced 2,612 1,035 0.01% 0.01% 1673 -60 -2.25% Q4 2025 Jan 21, 2026
ZEGA Investments, LLC History New 2,611 1,034 0.12% — 1674 +2,611 New Q4 2025 Jan 27, 2026
Indiana Trust & Investment Management Co History Added to 2,609 1,033 0.3% 0.14% 1675 +1,275 95.58% Q4 2025 Jan 21, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 2,609 1,033 0.07% 0.08% 1676 -954 -26.78% Q4 2025 Jan 14, 2026
Integrity Financial Corp /WA History Reduced 2,607 1,033 0.52% 0.46% 1677 -80 -2.98% Q4 2025 Feb 13, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History New 2,603 1,031 0.36% — 1679 +2,603 New Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Reduced 2,602 1,031 0.01% 0.01% 1678 -280 -9.72% Q4 2025 Feb 10, 2026
Cypress Capital Group History Added to 2,598 1,029 0.12% 0.1% 1680 +339 15.01% Q4 2025 Feb 11, 2026
Clark Asset Management, LLC History Reduced 2,592 1,027 0.11% 0.12% 1681 -215 -7.66% Q4 2025 Jan 27, 2026
SageView Advisory Group, LLC History Reduced 2,588 1,025 0.03% 0.05% 1682 -1,335 -34.03% Q4 2025 Feb 17, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 2,580 1,022 0.47% 0.44% 1683 +113 4.58% Q4 2025 Feb 17, 2026
PARAGON FINANCIAL PARTNERS, INC. History No change 2,576 1,020 0.63% 0.58% 1684 0 0.0% Q4 2025 Jan 21, 2026
Morton Capital Management LLC/CA History Added to 2,572 1,019 0.16% 0.15% 1685 +32 1.26% Q4 2025 Feb 03, 2026
WealthSpring Partners, LLC History New 2,568 1,017 1.04% — 1687 +2,568 New Q4 2025 Feb 12, 2026
Smith & Howard Wealth Management, LLC History No change 2,605 1,017 0.23% 0.21% 1686 0 0.0% Q4 2025 Feb 03, 2026
Archford Capital Strategies, LLC History No change 2,564 1,016 0.12% 0.11% 1688 0 0.0% Q4 2025 Jan 15, 2026
Wilkins Miller Wealth Management, LLC History Added to 2,556 1,012 0.6% 0.5% 1689 +262 11.42% Q4 2025 Jan 21, 2026
Old Port Advisors History Reduced 2,552 1,011 0.25% 0.27% 1690 -417 -14.05% Q4 2025 Jan 08, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 2,550 1,010 0.63% 0.59% 1691 0 0.0% Q4 2025 Feb 13, 2026
SAM Advisors, LLC History No change 2,548 1,009 0.32% 0.29% 1692 0 0.0% Q4 2025 Feb 12, 2026
Provenance Wealth Advisors, LLC History Added to 2,543 1,007 0.11% 0.11% 1694 +249 10.85% Q4 2025 Jan 26, 2026
MBE Wealth Management, LLC History Added to 2,541 1,007 0.42% 0.37% 1693 +106 4.35% Q4 2025 Jan 21, 2026
Sand Hill Global Advisors, LLC History Reduced 2,537 1,005 0.04% 0.03% 1695 -153 -5.69% Q4 2025 Feb 12, 2026
Safe Harbor Fiduciary, LLC History New 2,530 1,002 0.89% — 1696 +2,530 New Q4 2025 Feb 17, 2026
JMG Financial Group, Ltd. History Added to 2,527 1,001 0.03% 0.02% 1697 +335 15.28% Q4 2025 Feb 10, 2026
Alternative Investment Advisors, LLC. History New 2,514 996 0.43% — 1698 +2,514 New Q4 2025 Feb 24, 2026
Legacy Wealth Managment, LLC/ID History Reduced 2,515 996 0.48% 0.56% 1699 -970 -27.83% Q4 2025 Feb 03, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 2,511 995 0.1% 0.1% 1700 -155 -5.81% Q4 2025 Feb 12, 2026
Forza Wealth Management, LLC History No change 2,510 994 0.36% 0.34% 1701 0 0.0% Q4 2025 Feb 02, 2026
Constant Guidance Financial LLC History Reduced 2,508 993 0.7% 2.69% 1702 -6,978 -73.56% Q4 2025 Feb 10, 2026
WPWealth LLP History Reduced 2,501 991 0.16% 0.19% 1704 -778 -23.73% Q4 2025 Feb 13, 2026
Linscomb Wealth, Inc. History Added to 2,501 991 0.04% 0.03% 1703 +517 26.06% Q4 2025 Feb 10, 2026
Fractal Investments LLC History No change 2,500 990 0.14% 0.13% 1705 0 0.0% Q4 2025 Jan 27, 2026
Family Manage LLC History Reduced 2,497 989 0.12% 0.12% 1707 -25 -0.99% Q4 2025 Feb 17, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,498 989 0.06% 0.06% 1706 0 0.0% Q4 2025 Jan 21, 2026
Alpha Cubed Investments, LLC History Added to 2,491 987 0.03% 0.03% 1708 +100 4.18% Q4 2025 Feb 03, 2026
Penobscot Investment Management Company, Inc. History No change 2,483 984 0.07% 0.07% 1709 0 0.0% Q4 2025 Jan 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 2,480 982 0.04% 0.03% 1710 +284 12.93% Q4 2025 Jan 16, 2026
Strategies Wealth Advisors, LLC History Reduced 2,478 981 0.1% 0.1% 1712 -319 -11.41% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Added to 2,476 981 0.11% 0.1% 1711 +82 3.43% Q4 2025 Jan 09, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 2,471 979 0.14% 0.11% 1713 +351 16.56% Q4 2025 Jan 14, 2026
Tennessee Valley Asset Management Partners History Added to 2,467 977 0.13% 0.12% 1714 +2 0.08% Q4 2025 Feb 05, 2026
Veltria Advisors Corp. History New 2,307 976 4.25% — 1716 +2,307 New Q4 2025 Jan 30, 2026
VANGUARD GROUP INC History Added to 2,464 976 0.0% 0.0% 1715 +25 1.03% Q4 2025 Jan 29, 2026
Pavion Blue Capital, LLC History No change 2,461 975 0.4% 0.37% 1717 0 0.0% Q4 2025 Jan 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 2,458 974 0.0% 0.0% 1718 +87 3.67% Q4 2025 Feb 11, 2026
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History New 2,450 970 1.34% — 1719 +2,450 New Q4 2025 Mar 04, 2026
GPS Wealth Strategies Group, LLC History Reduced 2,450 970 0.83% 0.16% 1721 -1,845 -42.96% Q4 2025 Feb 06, 2026
ProVise Management Group, LLC History Reduced 2,450 970 0.07% 0.07% 1720 -165 -6.31% Q4 2025 Jan 29, 2026
Ameraudi Asset Management, Inc. History Reduced 2,441 967 0.53% 0.81% 1722 -1,328 -35.23% Q4 2025 Feb 11, 2026
PATRON PARTNERS, LLC History Added to 2,442 967 0.43% 0.37% 1724 +154 6.73% Q4 2025 Feb 11, 2026
Meridian Wealth Partners, LLC History Reduced 2,442 967 0.13% 0.12% 1723 -110 -4.31% Q4 2025 Feb 13, 2026
TME FINANCIAL, INC. History Added to 2,442 967 0.68% 0.65% 1725 +7 0.29% Q4 2025 Jan 27, 2026
Golden State Equity Partners History Added to 2,433 964 0.16% 0.07% 1726 +1,228 101.91% Q4 2025 Jan 29, 2026
Frederick Financial Consultants, LLC History Reduced 2,434 964 0.53% 0.49% 1727 -39 -1.58% Q4 2025 Feb 10, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 2,430 963 0.63% 0.6% 1728 -108 -4.26% Q4 2025 Feb 17, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 2,425 961 0.35% 0.34% 1729 -93 -3.69% Q4 2025 Jan 27, 2026
Davis Investment Partners, LLC History No change 2,414 961 0.34% 0.29% 1730 0 0.0% Q4 2025 Jan 06, 2026
Strategic Advocates LLC History Added to 2,401 957 0.24% 0.22% 1731 +45 1.91% Q4 2025 Feb 11, 2026
Darwin Wealth Management, LLC History No change 2,412 955 0.3% 0.27% 1732 0 0.0% Q4 2025 Jan 22, 2026
Southland Equity Partners LLC History Reduced 2,408 954 0.19% 0.43% 1733 -3,621 -60.06% Q4 2025 Jan 14, 2026
M Wealth Management, LLC History Reduced 2,405 953 0.83% 0.77% 1734 -63 -2.55% Q4 2025 Jan 29, 2026
Manhattan West Asset Management, LLC History Added to 2,403 952 0.19% 0.14% 1737 +471 24.38% Q4 2025 Feb 02, 2026
Dorsey & Whitney Trust CO LLC History Reduced 2,403 952 0.05% 0.05% 1735 -268 -10.03% Q4 2025 Feb 11, 2026
Chesapeake Wealth Management History No change 2,403 952 0.28% 0.26% 1736 0 0.0% Q4 2025 Feb 03, 2026
Aviance Capital Partners, LLC History Reduced 2,402 951 0.11% 0.11% 1738 -99 -3.96% Q4 2025 Feb 06, 2026
Successful Portfolios LLC History Added to 2,294 950 0.48% 0.42% 1739 +270 13.34% Q4 2025 Jan 23, 2026
Indie Asset Partners, LLC History Reduced 2,392 947 1.06% 1.2% 1741 -150 -5.9% Q4 2025 Feb 03, 2026
Finward Bancorp History No change 2,390 947 0.74% 0.65% 1740 0 0.0% Q4 2025 Jan 21, 2026
Diversified Trust Co History Added to 2,385 945 0.02% 0.01% 1742 +458 23.77% Q4 2025 Jan 09, 2026
Hamilton Point Investment Advisors, LLC History Reduced 2,367 938 0.14% 0.16% 1743 -479 -16.83% Q4 2025 Feb 12, 2026
AUCTUS ADVISORS LLC History New 2,366 937 0.86% — 1745 +2,366 New Q4 2025 Jan 14, 2026
Occidental Asset Management, LLC History Added to 2,365 937 0.11% 0.09% 1744 +376 18.9% Q4 2025 Jan 08, 2026
Alchemi Wealth, LLC History New 2,362 936 0.51% — 1746 +2,362 New Q4 2025 Feb 13, 2026
PLIMOTH TRUST CO LLC History Reduced 2,361 935 0.21% 0.19% 1747 -20 -0.84% Q4 2025 Jan 27, 2026
Diesslin Group, Inc. History New 2,359 934 0.37% — 1749 +2,359 New Q4 2025 Feb 25, 2026
WEST PACES ADVISORS INC. History Added to 2,358 934 0.18% 0.13% 1748 +535 29.35% Q4 2025 Jan 21, 2026
OneAscent Wealth Management LLC History Reduced 2,355 933 0.31% 0.28% 1750 -3 -0.13% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Added to 2,354 932 0.01% 0.01% 1751 +173 7.93% Q4 2025 Jan 13, 2026
CHANNEL WEALTH LLC History Reduced 2,354 932 0.24% 0.24% 1752 -140 -5.61% Q4 2025 Feb 03, 2026
Apriem Advisors History Added to 2,351 931 0.09% 0.08% 1753 +79 3.48% Q4 2025 Feb 13, 2026
Auxano Advisors, LLC History Reduced 2,350 931 0.18% 0.18% 1754 -8 -0.34% Q4 2025 Feb 06, 2026
jvl associates llc History Added to 2,344 928 0.3% 0.26% 1755 +125 5.63% Q4 2025 Jan 09, 2026
Formidable Asset Management, LLC History No change 2,601 924 0.13% 0.12% 1756 0 0.0% Q4 2025 Jan 16, 2026
Wealthstar Advisors, LLC History Reduced 2,329 923 0.41% 0.66% 1757 -2,399 -50.74% Q4 2025 Jan 30, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 2,327 922 0.13% 0.1% 1758 +518 28.63% Q4 2025 Feb 13, 2026
MGO Private Wealth, LLC History Reduced 2,326 921 0.57% 0.67% 1761 -838 -26.49% Q4 2025 Feb 10, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 2,324 921 0.3% 0.23% 1759 +387 19.98% Q4 2025 Jan 27, 2026
Heritage Trust Co History No change 2,324 921 0.09% 0.09% 1760 0 0.0% Q4 2025 Feb 10, 2026
Caldwell Trust Co History Added to 2,322 920 0.08% 0.07% 1762 +145 6.66% Q4 2025 Jan 30, 2026
Fortis Advisors, LLC History Reduced 2,313 916 0.5% 0.95% 1763 -2,431 -51.24% Q4 2025 Feb 10, 2026
Twin Lakes Capital Management, LLC History Reduced 2,310 915 0.41% 0.39% 1764 -80 -3.35% Q4 2025 Feb 04, 2026
UMB Bank, n.a. History Added to 2,304 913 0.01% 0.01% 1765 +625 37.22% Q4 2025 Feb 13, 2026
ProCore Advisors, LLC History New 2,300 911 0.93% — 1766 +2,300 New Q4 2025 Jan 21, 2026
MidFirst Bank History New 2,290 907 0.07% — 1768 +2,290 New Q4 2025 Feb 25, 2026
Highview Capital Management LLC/DE/ History No change 2,290 907 0.32% 0.3% 1767 0 0.0% Q4 2025 Jan 27, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 2,287 906 0.11% 0.1% 1769 -19 -0.82% Q4 2025 Jan 12, 2026
Intellus Advisors LLC History Reduced 2,285 905 0.12% 0.12% 1770 -204 -8.2% Q4 2025 Feb 06, 2026
Genesis Financial Group, LLC History New 2,283 904 0.52% — 1772 +2,283 New Q4 2025 Jan 16, 2026
Frontier Asset Management, LLC History Added to 2,283 904 0.21% 0.2% 1771 +22 0.97% Q4 2025 Feb 04, 2026
Financial Sense Advisors, Inc. History Reduced 2,281 903 0.16% 0.14% 1773 -4 -0.18% Q4 2025 Feb 13, 2026
Allegheny Financial Group History Reduced 2,273 900 0.13% 0.15% 1775 -25 -1.09% Q4 2025 Feb 02, 2026
Winch Advisory Services, LLC History No change 2,273 900 0.2% 0.18% 1774 0 0.0% Q4 2025 Feb 03, 2026
Parkway Wealth Management Group, LLC History New 2,270 899 0.12% — 1776 +2,270 New Q4 2025 Feb 10, 2026
Crane Advisory, LLC History Reduced 2,129 898 0.14% 0.12% 1777 -41 -1.89% Q4 2025 Jan 15, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 2,265 897 0.26% 0.22% 1778 +262 13.08% Q4 2025 Feb 10, 2026
Jackson Hole Capital Partners, LLC History Reduced 2,260 895 0.15% 0.14% 1779 -27 -1.18% Q4 2025 Jan 30, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 2,257 894 0.15% 0.14% 1780 +75 3.44% Q4 2025 Feb 10, 2026
Capital Advantage, Inc. History No change 2,251 892 0.12% 0.12% 1781 0 0.0% Q4 2025 Jan 07, 2026
Oak Grove Capital LLC History Added to 2,250 891 0.11% 0.05% 1782 +1,200 114.29% Q4 2025 Feb 26, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 2,244 889 0.06% 0.04% 1784 +539 31.61% Q4 2025 Jan 07, 2026
Swan Global Investments, LLC History Added to 2,245 889 0.03% 0.02% 1783 +200 9.78% Q4 2025 Feb 11, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 2,232 884 0.07% 0.11% 1787 -1,085 -32.71% Q4 2025 Jan 28, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History Reduced 2,232 884 1.04% 1.13% 1785 -425 -16.0% Q4 2025 Feb 11, 2026
Range Financial Group LLC History Reduced 2,232 884 0.31% 0.3% 1786 -90 -3.88% Q4 2025 Jan 15, 2026
Mach-1 Financial Group, LLC History New 2,223 880 0.18% — 1788 +2,223 New Q4 2025 Feb 06, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 2,219 879 0.13% 0.12% 1789 -94 -4.06% Q4 2025 Jan 14, 2026
Lesa Sroufe & Co History No change 2,215 878 0.65% 0.64% 1790 0 0.0% Q4 2025 Jan 22, 2026
Avestar Capital, LLC History Added to 2,213 877 0.06% 0.04% 1791 +615 38.49% Q4 2025 Feb 10, 2026
LEIGH BALDWIN & CO., LLC History Reduced 2,211 876 0.58% 0.94% 1792 -2,497 -53.04% Q4 2025 Feb 12, 2026
Bridgewealth Advisory Group, LLC History Added to 2,210 875 0.19% 0.18% 1793 +3 0.14% Q4 2025 Feb 04, 2026
Meadowbrook Advisors Group, LLC History New 2,200 871 0.49% — 1796 +2,200 New Q4 2025 Mar 11, 2026
Joule Financial, LLC History Reduced 2,199 871 0.26% 0.26% 1795 -204 -8.49% Q4 2025 Jan 20, 2026
TOWNSQUARE CAPITAL LLC History Reduced 2,199 871 0.2% 0.13% 1794 -173 -7.29% Q4 2025 Feb 11, 2026
ATLAS CAPITAL ADVISORS INC. History New 2,190 867 0.1% — 1797 +2,190 New Q4 2025 Feb 13, 2026
Sunstone Asset Management, L.P. History New 2,190 867 0.83% — 1798 +2,190 New Q4 2025 Feb 18, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,183 865 0.05% 0.05% 1799 0 0.0% Q4 2025 Feb 17, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 2,180 863 0.05% 0.05% 1800 -24 -1.09% Q4 2025 Feb 17, 2026
Estate Planners Group, LLC History New 2,174 861 0.37% — 1801 +2,174 New Q4 2025 Apr 07, 2026
Post Resch Tallon Group Inc. History Reduced 2,172 860 0.73% 0.71% 1802 -85 -3.77% Q4 2025 Jan 09, 2026
Annex Advisory Services, LLC History Reduced 2,169 859 0.02% 0.02% 1803 -25 -1.14% Q4 2025 Jan 26, 2026
Retirement Management Systems Inc. History New 2,166 858 0.22% — 1805 +2,166 New Q4 2025 Feb 12, 2026
MARS JEWETT FINANCIAL GROUP, INC. History New 1,837 858 0.26% — 1804 +1,837 New Q4 2025 Feb 17, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 2,161 856 0.02% 0.02% 1806 -129 -5.63% Q4 2025 Feb 12, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 2,157 854 0.14% 0.09% 1808 +767 55.18% Q4 2025 Feb 11, 2026
MTM Investment Management, LLC History Reduced 2,156 854 0.27% 0.27% 1807 -268 -11.06% Q4 2025 Feb 09, 2026
VestGen Investment Management History Added to 2,154 853 0.47% 0.37% 1809 +406 23.23% Q4 2025 Feb 18, 2026
BlueSky Wealth Advisors, LLC History No change 2,148 851 0.11% 0.1% 1810 0 0.0% Q4 2025 Jan 26, 2026
RED REEF ADVISORS LLC History New 2,147 850 0.87% — 1813 +2,147 New Q4 2025 Apr 08, 2026
Iron Gate Global Advisors LLC History Added to 2,147 850 0.09% 0.07% 1811 +115 5.66% Q4 2025 Feb 17, 2026
PRIVATE MANAGEMENT GROUP INC History No change 2,146 850 0.02% 0.02% 1812 0 0.0% Q4 2025 Feb 12, 2026
BEARING POINT CAPITAL, LLC History Added to 2,144 849 0.13% 0.13% 1815 +9 0.42% Q4 2025 Feb 10, 2026
CHASE INVESTMENT COUNSEL CORP History No change 2,143 849 0.24% 0.23% 1814 0 0.0% Q4 2025 Feb 05, 2026
ALBION FINANCIAL GROUP /UT History No change 2,140 848 0.05% 0.05% 1816 0 0.0% Q4 2025 Jan 21, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 2,135 846 0.13% 0.12% 1818 -24 -1.11% Q4 2025 Jan 21, 2026
Arcataur Capital Management LLC History No change 2,135 846 0.24% 0.22% 1817 0 0.0% Q4 2025 Jan 27, 2026
Well Done, LLC History Reduced 2,134 845 0.13% 0.13% 1819 -26 -1.2% Q4 2025 Jan 13, 2026
Wolff Financial Management LLC History No change 2,133 845 0.19% 0.18% 1820 0 0.0% Q4 2025 Feb 06, 2026
Forum Financial Management, LP History Added to 2,132 844 0.01% 0.01% 1821 +6 0.28% Q4 2025 Jan 27, 2026
GRANDFIELD & DODD, LLC History Added to 2,240 842 0.05% 0.02% 1822 +1,127 101.26% Q4 2025 Feb 10, 2026
Keudell/Morrison Wealth Management History New 2,122 840 0.18% — 1823 +2,122 New Q4 2025 Feb 06, 2026
ADIRONDACK TRUST CO History Reduced 2,118 839 0.28% 0.26% 1824 -34 -1.58% Q4 2025 Jan 08, 2026
Essex Bank History No change 2,115 838 0.18% 0.17% 1825 0 0.0% Q4 2025 Feb 02, 2026
LRI Investments, LLC History No change 2,115 838 0.07% 0.06% 1826 0 0.0% Q4 2025 Feb 04, 2026
Holcombe Financial, Inc. History New 2,112 837 0.53% — 1829 +2,112 New Q4 2025 Jan 27, 2026
One Day In July LLC History Added to 2,113 837 0.07% 0.06% 1828 +84 4.14% Q4 2025 Feb 04, 2026
AVENIR CORP History No change 2,114 837 0.09% 0.08% 1827 0 0.0% Q4 2025 Feb 13, 2026
Corps Capital Advisors, LLC History Added to 2,103 833 0.86% 0.36% 1831 +1,435 214.82% Q4 2025 Feb 13, 2026
DAVIS R M INC History Added to 2,104 833 0.01% 0.01% 1830 +280 15.35% Q4 2025 Feb 12, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 2,097 831 0.55% 0.5% 1832 0 0.0% Q4 2025 Jan 09, 2026
Farmers National Bank History New 2,095 830 0.19% — 1833 +2,095 New Q4 2025 Mar 12, 2026
Transcendent Capital Group LLC History Reduced 2,095 830 0.38% 0.36% 1834 -145 -6.47% Q4 2025 Jan 26, 2026
Ledyard National Bank History Reduced 2,094 829 0.07% 0.07% 1835 -3 -0.14% Q4 2025 Jan 21, 2026
Clearbridge Investments, LLC History Reduced 2,091 828 0.0% 0.0% 1837 -100 -4.56% Q4 2025 Feb 11, 2026
Lafayette Investments, Inc. History Reduced 2,091 828 0.16% 0.14% 1836 -1 -0.05% Q4 2025 Feb 04, 2026
BOURNE LENT ASSET MANAGEMENT INC History Reduced 2,086 826 0.27% 0.3% 1838 -289 -12.17% Q4 2025 Jan 14, 2026
Exeter Financial, LLC History No change 2,082 825 0.35% 0.32% 1839 0 0.0% Q4 2025 Jan 07, 2026
Silver Grove Financial Group, Inc. History Added to 2,085 823 0.71% 0.66% 1840 +130 6.65% Q4 2025 Feb 17, 2026
Rockingstone Advisors LLC History No change 2,070 820 0.37% 0.36% 1841 0 0.0% Q4 2025 Jan 28, 2026
Drake & Associates, LLC History Reduced 2,067 819 0.16% 0.18% 1843 -317 -13.3% Q4 2025 Feb 23, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 2,067 819 0.27% 0.22% 1842 +258 14.26% Q4 2025 Jan 22, 2026
III Capital Management History Added to 2,066 818 0.12% 0.04% 1844 +1,589 333.12% Q4 2025 Feb 17, 2026
Financial Planning Hawaii, Inc. History New 2,063 817 0.47% — 1845 +2,063 New Q4 2025 Jan 15, 2026
Element Wealth, LLC History Added to 2,055 814 0.34% 0.3% 1846 +128 6.64% Q4 2025 Feb 13, 2026
Coastline Trust Co History Added to 2,049 812 0.08% 0.06% 1848 +358 21.17% Q4 2025 Jan 05, 2026
First Financial Bank - Trust Division History Reduced 2,049 812 0.07% 0.06% 1847 -2 -0.1% Q4 2025 Jan 02, 2026
Wernau Asset Management Inc. History Added to 2,049 811 0.44% 0.49% 1850 +21 1.04% Q4 2025 Jan 21, 2026
Quadrant Private Wealth Management, LLC History No change 2,048 811 0.13% 0.13% 1849 0 0.0% Q4 2025 Jan 26, 2026
NOVUS ADVISORS, LLC History Reduced 2,042 809 1.81% 1.86% 1852 -241 -10.56% Q4 2025 Feb 13, 2026
Litman Gregory Wealth Management LLC History No change 2,042 809 0.06% 0.05% 1851 0 0.0% Q4 2025 Feb 12, 2026
Calder Financial LLC History New 2,037 807 0.79% — 1856 +2,037 New Q4 2025 Jan 23, 2026
GEM Asset Management, LLC History Added to 1,973 807 0.36% 0.22% 1854 +728 58.47% Q4 2025 Jan 09, 2026
Burford Brothers, Inc. History Reduced 2,037 807 0.33% 0.31% 1855 -27 -1.31% Q4 2025 Feb 05, 2026
L. Roy Papp & Associates, LLP History No change 2,038 807 0.09% 0.08% 1853 0 0.0% Q4 2025 Jan 28, 2026
POTENTIA WEALTH History Reduced 2,032 805 0.3% 0.28% 1857 -14 -0.68% Q4 2025 Feb 13, 2026
Tarbox Family Office, Inc. History Reduced 2,029 804 0.13% 0.11% 1858 -45 -2.17% Q4 2025 Jan 21, 2026
CWS Financial Advisors, LLC History Reduced 2,027 803 0.22% 0.23% 1859 -355 -14.9% Q4 2025 Feb 06, 2026
Chicago Capital, LLC History Added to 2,026 802 0.02% 0.01% 1860 +511 33.73% Q4 2025 Jan 26, 2026
Rinkey Investments History Reduced 2,022 801 0.2% 0.22% 1861 -295 -12.73% Q4 2025 Feb 04, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 2,020 800 0.05% 0.05% 1862 -11 -0.54% Q4 2025 Jan 27, 2026
AmeriServ Wealth Advisors History New 2,016 798 0.46% — 1864 +2,016 New Q4 2025 Feb 10, 2026
MANCHESTER FINANCIAL INC History Added to 2,015 798 0.15% 0.13% 1863 +157 8.45% Q4 2025 Feb 12, 2026
MACQUARIE GROUP LTD History No change 2,010 796 0.0% 0.0% 1865 0 0.0% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 2,004 794 0.15% 0.17% 1866 -464 -18.8% Q4 2025 Feb 12, 2026
25 LLC History New 2,003 793 0.25% — 1868 +2,003 New Q4 2025 Jan 15, 2026
Windsor Capital Management, LLC History Added to 2,003 793 0.22% 0.19% 1867 +21 1.06% Q4 2025 Jan 15, 2026
Invesco Ltd. History Reduced 2,000 792 0.0% 0.0% 1869 -44,400 -95.69% Q4 2025 Feb 19, 2026
Spectrum Wealth Advisory Group, LLC History Added to 1,996 791 0.29% 0.24% 1871 +368 22.6% Q4 2025 Feb 11, 2026
Symmetry Partners, LLC History Added to 1,998 791 0.05% 0.07% 1870 +193 10.69% Q4 2025 Jan 27, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 1,993 789 0.05% 0.03% 1874 +566 39.66% Q4 2025 Jan 23, 2026
MassMutual Private Wealth & Trust, FSB History Added to 1,992 789 0.02% 0.01% 1872 +441 28.43% Q4 2025 Jan 07, 2026
Van Cleef Asset Management,Inc History No change 1,993 789 0.08% 0.07% 1873 0 0.0% Q4 2025 Feb 09, 2026
CIDEL ASSET MANAGEMENT INC History Added to 1,984 786 0.06% 0.04% 1875 +20 1.02% Q4 2025 Jan 21, 2026
Eagle Capital Management, LLC History Added to 1,974 782 0.28% 0.25% 1876 +102 5.45% Q4 2025 Jan 12, 2026
Quantum Portfolio Management LLC History No change 1,975 782 0.35% 0.21% 1877 0 0.0% Q4 2025 Feb 12, 2026
Smithfield Trust Co History Reduced 1,970 781 0.03% 0.03% 1878 -200 -9.22% Q4 2025 Feb 09, 2026
MKT Advisors LLC History No change 1,906 779 0.27% 0.25% 1879 0 0.0% Q4 2025 Jan 08, 2026
Connecticut Wealth Management, LLC History Reduced 1,965 778 0.03% 0.03% 1880 -48 -2.38% Q4 2025 Feb 12, 2026
4J Wealth Management LLC History Reduced 1,962 777 0.44% 0.42% 1881 -28 -1.41% Q4 2025 Jan 15, 2026
Fort Sheridan Advisors LLC History Added to 1,956 775 0.1% 0.07% 1882 +536 37.75% Q4 2025 Feb 10, 2026
DAVIDSON INVESTMENT ADVISORS History No change 1,945 770 0.03% 0.03% 1883 0 0.0% Q4 2025 Jan 27, 2026
Purus Wealth Management, LLC History No change 1,945 770 0.24% 0.22% 1884 0 0.0% Q4 2025 Jan 27, 2026
Prosperity Financial Group, Inc. History Reduced 1,942 769 0.28% 0.28% 1885 -225 -10.38% Q4 2025 Jan 26, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 1,942 769 0.01% 0.01% 1886 -32 -1.62% Q4 2025 Jan 07, 2026
Hirtle Callaghan & Co LLC History New 1,934 766 0.03% — 1887 +1,934 New Q4 2025 Feb 04, 2026
Nova Wealth Management, Inc. History Reduced 1,928 764 0.52% 0.52% 1889 -142 -6.86% Q4 2025 Jan 14, 2026
Blume Capital Management, Inc. History Reduced 1,930 764 0.14% 0.13% 1888 -50 -2.53% Q4 2025 Feb 05, 2026
McKinley Carter Wealth Services, Inc. History Reduced 1,926 763 0.04% 0.04% 1890 -325 -14.44% Q4 2025 Feb 06, 2026
PGIM Custom Harvest LLC History Added to 1,926 763 0.01% 0.01% 1891 +105 5.77% Q4 2025 Feb 17, 2026
Integrated Investment Consultants, LLC History Reduced 1,924 762 0.15% 0.66% 1892 -8,966 -82.33% Q4 2025 Mar 03, 2026
Goepper Burkhardt LLC History Added to 1,925 762 0.25% 0.2% 1894 +260 15.62% Q4 2025 Feb 09, 2026
Riverstone Advisors, LLC History Added to 1,923 762 0.36% 0.31% 1893 +167 9.51% Q4 2025 Feb 02, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 1,925 762 0.11% 0.1% 1895 0 0.0% Q4 2025 Feb 06, 2026
Mascagni Wealth Management, Inc. History Reduced 1,913 758 0.56% 0.53% 1896 -1 -0.05% Q4 2025 Feb 11, 2026
Guardian Asset Advisors, LLC History Added to 1,912 757 0.39% 0.36% 1897 +30 1.59% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 1,907 755 0.4% 0.33% 1898 -200 -9.49% Q4 2025 Feb 12, 2026
Icon Wealth Advisors, LLC History Added to 1,904 754 0.05% 0.02% 1899 +1,125 144.42% Q4 2025 Feb 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 1,903 754 0.08% 0.08% 1900 -21 -1.09% Q4 2025 Feb 13, 2026
All Terrain Financial Advisors, LLC History Added to 1,901 753 0.17% 0.17% 1901 +14 0.74% Q4 2025 Feb 11, 2026
Almanack Investment Partners, LLC. History Reduced 1,894 750 0.13% 0.19% 1902 -1,563 -45.21% Q4 2025 Jan 29, 2026
North Capital, Inc. History Added to 1,888 748 0.64% 0.47% 1903 +189 11.12% Q4 2025 Feb 18, 2026
JBR Co Financial Management Inc History Reduced 1,879 744 0.31% 0.32% 1905 -243 -11.45% Q4 2025 Jan 06, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 1,647 744 0.2% 0.17% 1904 -115 -6.53% Q4 2025 Jan 26, 2026
CLG LLC History No change 1,878 744 0.19% 0.18% 1906 0 0.0% Q4 2025 Jan 15, 2026
KLINGENSTEIN FIELDS & CO LP History No change 1,870 741 0.03% 0.03% 1907 0 0.0% Q4 2025 Feb 13, 2026
BIP Wealth, LLC History Added to 1,868 740 0.03% 0.03% 1908 +119 6.8% Q4 2025 Jan 21, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 1,867 739 0.03% 0.02% 1909 -59 -3.06% Q4 2025 Feb 12, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 1,863 738 0.24% 0.07% 1910 +1,250 203.92% Q4 2025 Jan 22, 2026
Safeguard Investment Advisory Group, LLC History Added to 1,860 737 0.19% 0.15% 1911 +109 6.23% Q4 2025 Feb 13, 2026
RMR Wealth Builders History Added to 1,857 735 0.06% 0.05% 1912 +316 20.51% Q4 2025 Jan 29, 2026
Baker Avenue Asset Management, LP History Reduced 1,852 734 0.02% 0.01% 1913 -24,845 -93.06% Q4 2025 Feb 10, 2026
BNC WEALTH MANAGEMENT, LLC History Reduced 1,847 731 0.19% 2.17% 1914 -22,304 -92.35% Q4 2025 Jan 22, 2026
Essex LLC History No change 1,847 731 0.13% 0.12% 1915 0 0.0% Q4 2025 Jan 20, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 1,843 730 0.21% 0.22% 1916 -246 -11.78% Q4 2025 Feb 05, 2026
NOVEM GROUP History Reduced 1,844 730 0.08% 0.08% 1918 -154 -7.71% Q4 2025 Jan 27, 2026
Key Client Fiduciary Advisors, LLC History Added to 1,842 730 0.25% 0.21% 1917 +80 4.54% Q4 2025 Jan 28, 2026
UNIVEST FINANCIAL Corp History Added to 1,832 726 0.04% 0.03% 1919 +502 37.74% Q4 2025 Feb 04, 2026
Sandy Cove Advisors, LLC History No change 1,833 726 0.22% 0.21% 1920 0 0.0% Q4 2025 Feb 09, 2026
Barnes Wealth Management Group, Inc History Reduced 1,831 725 0.39% 0.4% 1921 -225 -10.94% Q4 2025 Feb 24, 2026
Bull Street Advisors, LLC History No change 1,827 724 0.34% 0.3% 1922 0 0.0% Q4 2025 Jan 28, 2026
Clarus Group, Inc. History No change 1,825 723 0.26% 0.23% 1923 0 0.0% Q4 2025 Jan 16, 2026
RIA Advisory Group LLC History New 1,819 720 0.17% — 1924 +1,819 New Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Reduced 1,816 719 0.08% 0.1% 1925 -385 -17.49% Q4 2025 Jan 12, 2026
LifeGuide Financial Advisors, LLC History Reduced 1,806 719 0.24% 0.24% 1926 -321 -15.09% Q4 2025 Jan 05, 2026
V. M. MANNING & CO., INC. History Reduced 1,812 718 0.72% 0.65% 1927 -457 -20.14% Q4 2025 Feb 09, 2026
Aventura Private Wealth, LLC History Added to 1,812 718 0.26% 0.2% 1929 +288 18.9% Q4 2025 Jan 07, 2026
Klingman & Associates, LLC History No change 1,812 718 0.03% 0.03% 1928 0 0.0% Q4 2025 Jan 29, 2026
FourThought Financial Partners, LLC History Added to 1,803 714 0.06% 0.05% 1931 +273 17.84% Q4 2025 Feb 06, 2026
SAGE RHINO CAPITAL LLC History Reduced 1,802 714 0.13% 0.13% 1930 -58 -3.12% Q4 2025 Jan 30, 2026
Momentum Wealth Planning, LLC History New 1,800 713 0.56% — 1932 +1,800 New Q4 2025 Jan 28, 2026
Arbor Investment Advisors, LLC History Reduced 1,782 706 0.09% 0.09% 1933 -159 -8.19% Q4 2025 Jan 23, 2026
Cypress Capital, LLC History Added to 1,779 705 0.2% 0.18% 1934 +54 3.13% Q4 2025 Feb 06, 2026
SAXON INTERESTS, INC. History Reduced 1,778 704 0.25% 0.23% 1936 -33 -1.82% Q4 2025 Feb 13, 2026
Oldfather Financial Services, LLC History No change 1,777 704 0.21% 0.2% 1935 0 0.0% Q4 2025 Jan 16, 2026
Asset One Wealth Management LLC History New 1,647 703 0.1% — 1937 +1,647 New Q4 2025 Feb 17, 2026
Edge Wealth Management LLC History Reduced 1,770 701 0.12% 0.13% 1938 -287 -13.95% Q4 2025 Jan 12, 2026
Wealth Preservation Advisors, LLC History Reduced 1,770 701 0.35% 0.37% 1939 -32 -1.78% Q4 2025 Feb 23, 2026
Cadence Bank History Added to 1,764 699 0.04% 0.03% 1940 +274 18.39% Q4 2025 Jan 30, 2026
Concorde Asset Management, LLC History Reduced 1,763 698 0.28% 0.28% 1941 -105 -5.62% Q4 2025 Feb 13, 2026
Wealth Management Partners, LLC History Reduced 1,752 694 0.2% 0.2% 1942 -50 -2.77% Q4 2025 Jan 12, 2026
Quartz Partners, LLC History Added to 1,751 693 0.26% 0.15% 1943 +585 50.17% Q4 2025 Feb 13, 2026
CATALYST PRIVATE WEALTH, LLC History Added to 1,750 693 0.3% 0.23% 1945 +250 16.67% Q4 2025 Jan 14, 2026
Alhambra Investment Management LLC History Reduced 1,751 693 0.32% 0.32% 1944 -153 -8.04% Q4 2025 Jan 15, 2026
Coppell Advisory Solutions LLC History Added to 1,739 693 0.07% 0.06% 1946 +108 6.62% Q4 2025 Feb 17, 2026
Dynamic Financial Group History Reduced 1,748 692 0.59% 0.57% 1949 -90 -4.9% Q4 2025 Jan 26, 2026
Investment Partners Asset Management, Inc. History Reduced 1,748 692 0.43% 0.42% 1947 -40 -2.24% Q4 2025 Jan 15, 2026
Wescott Financial Advisory Group, LLC History Reduced 1,748 692 0.06% 0.06% 1948 -40 -2.24% Q4 2025 Feb 12, 2026
DUNCKER STREETT & CO INC History No change 1,746 691 0.12% 0.11% 1950 0 0.0% Q4 2025 Jan 27, 2026
Grantvest Financial Group LLC History Added to 1,740 689 0.44% 0.41% 1953 +51 3.02% Q4 2025 Feb 02, 2026
KG&L Capital Management,LLC History Added to 1,741 689 0.17% 0.16% 1952 +22 1.28% Q4 2025 Jan 23, 2026
Madden Advisory Services, Inc. History Reduced 1,741 689 0.28% 0.24% 1951 -3 -0.17% Q4 2025 Feb 11, 2026
NCM Capital Management, LLC History Reduced 1,735 687 0.25% 0.27% 1956 -210 -10.8% Q4 2025 Mar 02, 2026
Aspen Wealth Management LLC History Added to 1,736 687 0.14% 0.14% 1955 +15 0.87% Q4 2025 Jan 05, 2026
Knuff & Co LLC History No change 1,735 687 0.2% 0.18% 1954 0 0.0% Q4 2025 Feb 04, 2026
VSM Wealth Advisory, LLC History No change 1,732 686 0.21% 0.19% 1957 0 0.0% Q4 2025 Feb 06, 2026
Tempo Wealth, LLC History New 1,729 685 0.12% — 1958 +1,729 New Q4 2025 Feb 25, 2026
Headlands Technologies LLC History Reduced 1,727 684 0.06% 0.23% 1959 -6,470 -78.93% Q4 2025 Feb 13, 2026
Mid-American Wealth Advisory Group, Inc. History Reduced 1,728 684 0.29% 0.28% 1960 -64 -3.57% Q4 2025 Jan 23, 2026
FORTRESS FINANCIAL GROUP, LLC History No change 1,727 684 0.5% 0.47% 1961 0 0.0% Q4 2025 Jan 23, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 1,724 683 0.04% 0.05% 1962 +154 9.81% Q4 2025 Feb 09, 2026
Williams & Novak, LLC History No change 1,724 683 0.51% 0.47% 1963 0 0.0% Q4 2025 Feb 05, 2026
Ruggiero Investments, Inc. History New 1,719 681 0.61% — 1965 +1,719 New Q4 2025 Feb 12, 2026
Edge Financial Advisors LLC History Reduced 1,720 681 0.29% 0.31% 1964 -202 -10.51% Q4 2025 Jan 28, 2026
Bell Bank History Reduced 1,718 680 0.03% 0.04% 1966 -743 -30.19% Q4 2025 Jan 14, 2026
Artemis Wealth Advisors, LLC History No change 1,706 676 0.1% 0.07% 1967 0 0.0% Q4 2025 Feb 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 1,705 675 0.06% 0.08% 1968 -383 -18.34% Q4 2025 Jan 22, 2026
KEYNOTE FINANCIAL SERVICES LLC History Added to 1,701 674 0.38% 0.32% 1971 +218 14.7% Q4 2025 Feb 13, 2026
KPP Advisory Services LLC History Added to 1,703 674 0.1% 0.09% 1970 +57 3.46% Q4 2025 Feb 02, 2026
Kessler Investment Group, LLC History Reduced 1,702 674 0.28% 0.26% 1969 -1 -0.06% Q4 2025 Feb 03, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Added to 1,699 673 0.26% 0.12% 1972 +860 102.5% Q4 2025 Jan 30, 2026
Global Wealth Management, LLC History Added to 1,694 671 0.36% 0.27% 1975 +237 16.27% Q4 2025 Jan 26, 2026
Joseph P. Lucia & Associates, LLC History Reduced 1,694 671 0.24% 0.23% 1973 -35 -2.02% Q4 2025 Jan 28, 2026
Foster Group, Inc. History No change 1,694 671 0.02% 0.02% 1974 0 0.0% Q4 2025 Jan 12, 2026
TICINO WEALTH History New 1,691 670 0.25% — 1981 +1,691 New Q4 2025 Jan 27, 2026
TECTONIC ADVISORS LLC History Reduced 1,691 670 0.04% 0.04% 1980 -155 -8.4% Q4 2025 Jan 23, 2026
Asset Dedication, LLC History Reduced 1,692 670 0.04% 0.04% 1976 -94 -5.26% Q4 2025 Jan 26, 2026
Stratos Investment Management, LLC History Reduced 1,691 670 0.03% 0.03% 1978 -49 -2.82% Q4 2025 Jan 20, 2026
Legacy Financial Group LLC History Added to 1,477 670 0.08% 0.07% 1979 +22 1.51% Q4 2025 Feb 05, 2026
Somerset Trust Co History Reduced 1,692 670 0.2% 0.19% 1977 -2 -0.12% Q4 2025 Jan 09, 2026
Fortitude Advisory Group L.L.C. History Added to 1,689 669 0.28% 0.32% 1982 +1 0.06% Q4 2025 Feb 13, 2026
First National Bank of Hutchinson History No change 1,685 667 0.39% 0.32% 1983 0 0.0% Q4 2025 Jan 29, 2026
CURIO WEALTH, LLC History Added to 1,619 666 0.24% 0.23% 1984 +30 1.89% Q4 2025 Feb 11, 2026
Horizon Investments, LLC History Added to 1,680 665 0.01% 0.01% 1985 +251 17.56% Q4 2025 Feb 02, 2026
AIRE ADVISORS, LLC History Reduced 1,669 661 0.12% 0.12% 1986 -125 -6.97% Q4 2025 Feb 17, 2026
IAM Advisory, LLC History No change 1,666 660 0.15% 0.13% 1987 0 0.0% Q4 2025 Jan 07, 2026
McAdam, LLC History Added to 1,665 659 0.03% 0.02% 1989 +282 20.39% Q4 2025 Feb 13, 2026
Paragon Capital Management Ltd History No change 1,664 659 0.13% 0.11% 1988 0 0.0% Q4 2025 Jan 22, 2026
Verus Financial Partners, Inc. History Added to 1,416 658 0.06% 0.05% 1990 +44 3.21% Q4 2025 Feb 02, 2026
Cloud Capital Management, LLC History No change 1,659 657 0.31% 0.31% 1991 0 0.0% Q4 2025 Feb 12, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 1,652 654 0.36% 0.19% 1994 +767 86.67% Q4 2025 Feb 17, 2026
First Pacific Financial History Reduced 1,651 654 0.09% 0.09% 1992 -210 -11.28% Q4 2025 Jan 16, 2026
BARLOW WEALTH PARTNERS, LLC History No change 1,578 654 0.07% 0.07% 1993 0 0.0% Q4 2025 Jan 15, 2026
AMERICAN ASSET MANAGEMENT INC. History Reduced 1,646 652 0.55% 0.76% 1995 -731 -30.75% Q4 2025 Jan 07, 2026
Galvin, Gaustad & Stein, LLC History New 1,641 650 0.05% — 1997 +1,641 New Q4 2025 Jan 23, 2026
Cypress Wealth Services, LLC History Added to 1,641 650 0.09% 0.09% 1996 +35 2.18% Q4 2025 Jan 14, 2026
Freedom Financial Partners LLC History No change 1,641 650 0.24% 0.22% 1998 0 0.0% Q4 2025 Jan 06, 2026
Northwest Financial Advisors History Reduced 1,631 646 1.33% 1.46% 1999 -1,559 -48.87% Q4 2025 Jan 26, 2026
Rothschild Wealth LLC History Added to 1,627 644 0.06% 0.08% 2001 +624 62.21% Q4 2025 Feb 17, 2026