iSHARES TRUST - HDV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 4,516,593 549,262 0.04% 0.04% 1 +69,721 1.57% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 3,380,192 411,065 0.02% 0.02% 2 +59,258 1.78% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 2,931,967 356,556 0.1% 0.1% 3 +111,853 3.97% Q4 2025 Feb 11, 2026
WELLS FARGO & COMPANY/MN History Added to 1,546,611 188,083 0.03% 0.03% 4 +174,193 12.69% Q4 2025 Feb 13, 2026
UBS Group AG History Added to 1,461,075 177,681 0.03% 0.03% 5 +62,850 4.49% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 1,251,561 152,202 0.02% — 6 +1,251,561 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 1,220,748 148,455 0.01% 0.01% 7 -57,502 -4.5% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 974,262 118,479 0.04% 0.04% 8 +68,184 7.53% Q4 2025 Feb 18, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 898,003 109,206 0.03% 0.03% 9 +164,856 22.49% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 871,480 105,980 0.06% 0.06% 10 +129,843 17.51% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 830,428 100,988 0.23% 0.23% 11 +39,927 5.05% Q4 2025 Feb 11, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 754,802 91,791 3.48% 2.53% 12 -24,000 -3.08% Q4 2025 Feb 04, 2026
AMERIPRISE FINANCIAL INC History Added to 738,879 89,870 0.02% 0.02% 13 +31,011 4.38% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 687,570 83,615 0.27% 0.29% 14 -15,041 -2.14% Q4 2025 Jan 30, 2026
BlackRock, Inc. History Added to 682,039 82,942 0.0% 0.0% 15 +2,356 0.35% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 643,678 78,277 0.1% 0.1% 16 -9,609 -1.47% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 600,634 73,043 0.03% 0.01% 17 +400,223 199.7% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Added to 592,028 71,996 0.1% 0.1% 18 +289 0.05% Q4 2025 Feb 02, 2026
Cetera Investment Advisers History Added to 541,012 65,792 0.07% 0.07% 19 +32,059 6.3% Q4 2025 Feb 17, 2026
FMR LLC History Reduced 493,518 60,016 0.0% 0.0% 20 -14,037 -2.77% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 458,500 55,758 0.01% 0.01% 21 -249,160 -35.21% Q4 2025 Feb 17, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 456,776 55,548 3.42% 3.55% 22 +1,496 0.33% Q4 2025 Feb 12, 2026
Mariner, LLC History Reduced 439,559 53,454 0.06% 0.07% 23 -16,381 -3.59% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Added to 377,534 45,928 0.07% 0.06% 24 +29,019 8.33% Q4 2025 Feb 17, 2026
Townsend & Associates, Inc History Added to 304,637 38,664 3.45% 3.5% 25 +2,342 0.77% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Reduced 307,257 37,365 0.09% 0.11% 26 -17,101 -5.27% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 296,114 36,010 0.2% 0.21% 27 +3,876 1.33% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 278,348 33,849 0.02% 0.02% 28 +41,449 17.5% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Added to 273,247 33,229 0.01% 0.01% 29 +5,502 2.05% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 266,753 32,514 0.04% 0.05% 30 +7,593 2.93% Q4 2025 Jan 08, 2026
SBI Securities Co., Ltd. History Reduced 237,854 28,925 0.74% 0.76% 31 -4,901 -2.02% Q4 2025 Feb 03, 2026
Engineers Gate Manager LP History New 231,014 28,093 0.33% — 32 +231,014 New Q4 2025 Feb 17, 2026
REGIMEN WEALTH, LLC History Added to 228,736 27,816 8.13% 8.28% 33 +811 0.36% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Added to 223,516 27,181 0.14% 0.14% 34 +14,461 6.92% Q4 2025 Jan 12, 2026
Rockefeller Capital Management L.P. History Added to 206,215 25,077 0.05% 0.05% 35 +10,926 5.59% Q4 2025 Mar 16, 2026
Simmons Bank History Reduced 195,994 23,834 1.59% 1.65% 36 -6,008 -2.97% Q4 2025 Feb 05, 2026
IFP Advisors, Inc History Added to 193,356 23,514 0.53% 0.46% 37 +49,360 34.28% Q4 2025 Feb 06, 2026
Wharton Business Group, LLC History Added to 191,023 23,230 0.88% 1.02% 38 +860 0.45% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 186,697 22,703 0.02% 0.02% 39 +7,420 4.14% Q4 2025 Feb 13, 2026
VAUGHAN & Co SECURITIES, INC. History Added to 186,061 22,626 11.7% 11.31% 40 +12,167 7.0% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Added to 185,484 22,556 0.09% 0.1% 41 +12,353 7.14% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 182,353 22,175 0.31% 0.31% 42 +7,230 4.13% Q4 2025 Feb 17, 2026
SWEENEY & MICHEL, LLC History Added to 152,699 21,260 6.27% 6.0% 43 +4,698 3.17% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 173,203 21,063 0.06% 0.06% 44 -3,747 -2.12% Q4 2025 Feb 05, 2026
Meiji Yasuda Life Insurance Co History No change 166,097 20,199 0.59% 0.58% 45 0 0.0% Q4 2025 Feb 11, 2026
COMERICA BANK History Reduced 164,676 20,026 0.08% 0.08% 46 -269 -0.16% Q4 2025 Jan 29, 2026
Waverly Advisors, LLC History Reduced 163,289 19,857 0.16% 0.21% 47 -6,330 -3.73% Q4 2025 Feb 17, 2026
Kohmann Bosshard Financial Services, LLC History Added to 160,664 19,546 1.75% 1.98% 48 +3,079 1.95% Q4 2025 Jan 30, 2026
HB Wealth Management, LLC History Reduced 158,665 19,295 0.12% 0.13% 49 -2,972 -1.84% Q4 2025 Jan 28, 2026
Creative Planning History Reduced 153,955 18,722 0.01% 0.02% 50 -24,578 -13.77% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 152,635 18,561 0.03% 0.01% 51 +104,191 215.08% Q4 2025 Feb 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 147,189 17,987 0.03% 0.03% 52 +12,241 9.07% Q4 2025 Feb 05, 2026
MILLENNIUM MANAGEMENT LLC History New 141,786 17,242 0.01% — 53 +141,786 New Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 137,115 16,674 0.12% 0.13% 54 -3,268 -2.33% Q4 2025 Feb 12, 2026
JANE STREET GROUP, LLC History Added to 124,000 15,079 0.0% 0.0% 55 +34,797 39.01% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 123,773 15,052 0.02% 0.02% 56 +479 0.39% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Added to 123,548 15,024 0.02% 0.01% 57 +79,569 180.92% Q4 2025 Mar 09, 2026
Columbia River Financial Group, LLC History Added to 123,359 15,001 9.21% 8.75% 58 +4,965 4.19% Q4 2025 Feb 12, 2026
Atwater Malick LLC History Added to 121,921 14,826 4.09% 3.51% 59 +23,142 23.43% Q4 2025 Jan 23, 2026
Lantz Financial LLC History Added to 109,545 13,321 2.81% 2.86% 60 +4,053 3.84% Q4 2025 Jan 14, 2026
Private Advisor Group, LLC History Added to 108,085 13,144 0.06% 0.06% 61 +897 0.84% Q4 2025 Feb 17, 2026
Adirondack Capital Advisors, LLC History New 104,854 12,751 8.58% — 62 +104,854 New Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Reduced 101,588 12,354 0.0% 0.0% 63 -73,833 -42.09% Q4 2025 Mar 25, 2026
Kapstone Financial Advisors LLC History Reduced 99,257 12,070 6.0% 5.81% 64 -1,473 -1.46% Q4 2025 Feb 05, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 99,239 12,068 1.62% 1.5% 65 +22,735 29.72% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 98,412 11,967 0.1% 0.06% 66 +1,117 1.15% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 96,558 11,742 0.02% 0.02% 67 +5,945 6.56% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 95,419 11,603 0.0% 0.0% 68 -49,880 -34.33% Q4 2025 Feb 17, 2026
Global Strategic Investment Solutions, LLC History Added to 95,299 11,589 1.13% 1.16% 69 +603 0.64% Q4 2025 Jan 29, 2026
GLENMEDE TRUST CO NA History New 91,280 11,100 0.05% — 70 +91,280 New Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Added to 90,109 10,958 0.71% 0.7% 71 +5,683 6.73% Q4 2025 Feb 18, 2026
NTV ASSET MANAGEMENT LLC History Reduced 89,828 10,923 1.16% 1.2% 72 -305 -0.34% Q4 2025 Jan 20, 2026
COURIER CAPITAL LLC History Added to 89,798 10,920 0.61% 0.57% 73 +7,939 9.7% Q4 2025 Jan 29, 2026
Atria Investments, Inc History Reduced 88,574 10,771 0.12% 0.12% 74 -260 -0.29% Q4 2025 Feb 05, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 88,361 10,741 0.03% 0.03% 75 +943 1.08% Q4 2025 Feb 13, 2026
SteelPeak Wealth, LLC History New 86,786 10,554 0.34% — 76 +86,786 New Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 77,606 9,487 0.03% 0.03% 77 +5,418 7.51% Q4 2025 Feb 10, 2026
CWM, LLC History Reduced 77,174 9,385 0.03% 0.07% 78 -117,879 -60.43% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History Added to 75,908 9,279 0.35% 0.23% 79 +45,132 146.65% Q4 2025 Feb 13, 2026
Smithfield Trust Co History Added to 75,721 9,212 0.41% 0.37% 80 +8,688 12.96% Q4 2025 Feb 09, 2026
Beaumont Financial Advisors, LLC History Reduced 75,298 9,156 0.6% 0.65% 81 -3,521 -4.47% Q4 2025 Jan 16, 2026
Financial Perspectives, Inc History Added to 74,187 9,021 2.43% 2.48% 82 +1,072 1.47% Q4 2025 Jan 28, 2026
Forefront Analytics, LLC History Added to 69,308 8,428 7.44% 4.7% 83 +29,419 73.75% Q4 2025 Feb 17, 2026
Base Wealth Management LLC History Added to 68,775 8,363 4.5% 4.4% 84 +5,776 9.17% Q4 2025 Jan 21, 2026
Global Retirement Partners, LLC History Added to 67,061 8,155 0.14% 0.16% 85 +7,363 12.33% Q4 2025 Feb 06, 2026
Allianz Asset Management GmbH History New 65,700 7,989 0.01% — 86 +65,700 New Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 65,342 7,946 0.01% 0.01% 87 -2,262 -3.35% Q4 2025 Feb 18, 2026
REGIONS FINANCIAL CORP History New 63,931 7,774 0.05% — 88 +63,931 New Q4 2025 Jan 27, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 61,932 7,531 0.1% 0.11% 89 -3,145 -4.83% Q4 2025 Jan 30, 2026
Godfrey Financial Associates, Inc. History New 61,392 7,465 6.47% — 90 +61,392 New Q4 2025 Feb 10, 2026
Redhawk Wealth Advisors, Inc. History New 58,857 7,157 0.8% — 91 +58,857 New Q4 2025 Jan 14, 2026
Maltin Wealth Management, Inc. History Added to 57,557 6,999 2.78% 2.71% 92 +4,159 7.79% Q4 2025 Jan 15, 2026
Sigma Planning Corp History Reduced 56,817 6,909 0.19% 0.2% 93 -162 -0.28% Q4 2025 Jan 30, 2026
COWA, LLC History Added to 55,994 6,809 2.07% 2.26% 94 +292 0.52% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 55,373 6,733 0.0% 0.0% 95 -43 -0.08% Q4 2025 Feb 06, 2026
Farther Finance Advisors, LLC History Added to 55,131 6,704 0.07% 0.09% 96 +9,041 19.62% Q4 2025 Jan 23, 2026
OLD NATIONAL BANCORP /IN/ History No change 54,620 6,642 0.11% 0.11% 97 0 0.0% Q4 2025 Jan 28, 2026
Advisor OS, LLC History Reduced 54,091 6,577 0.53% 0.6% 98 -3,056 -5.35% Q4 2025 Feb 04, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 53,964 6,562 0.21% 0.23% 99 -315 -0.58% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 53,732 6,534 0.0% 0.0% 100 -4,518 -7.76% Q4 2025 Feb 11, 2026
MJP ASSOCIATES INC /ADV History Reduced 53,268 6,477 0.81% 0.88% 101 -1,325 -2.43% Q4 2025 Feb 06, 2026
Gray Private Wealth, LLC History Added to 52,234 6,352 3.1% 3.1% 102 +2,111 4.21% Q4 2025 Feb 04, 2026
Sanctuary Advisors, LLC History Reduced 51,122 6,216 0.03% 0.04% 103 -1,019 -1.95% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Added to 49,793 6,055 0.0% 0.0% 104 +534 1.08% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Added to 49,555 6,026 0.04% 0.04% 105 +9,849 24.8% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 49,043 5,964 0.01% 0.01% 106 +9,196 23.08% Q4 2025 Feb 17, 2026
Summit Wealth Partners, LLC History Added to 48,626 5,913 1.09% 1.06% 107 +616 1.28% Q4 2025 Jan 27, 2026
Foundry Financial Group, Inc. History Added to 48,556 5,904 2.95% 3.0% 108 +1,950 4.18% Q4 2025 Feb 04, 2026
J2 Capital Management Inc History Added to 46,514 5,656 4.13% 3.04% 109 +13,479 40.8% Q4 2025 Jan 20, 2026
&PARTNERS History Added to 46,460 5,649 0.03% 0.03% 110 +4,422 10.52% Q4 2025 Feb 17, 2026
PRINCIPAL SECURITIES, INC. History Added to 44,769 5,444 0.08% 0.09% 111 +1,940 4.53% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Added to 44,706 5,436 0.01% 0.01% 112 +143 0.32% Q4 2025 Feb 10, 2026
Gallagher Fiduciary Advisors, LLC History Added to 43,534 5,294 0.17% 0.18% 113 +2,804 6.88% Q4 2025 Feb 17, 2026
Paller Financial Services Inc History New 43,472 5,286 4.24% — 114 +43,472 New Q4 2025 Jan 15, 2026
Janney Capital Management LLC History Reduced 43,035 5,233 0.33% 0.33% 115 -558 -1.28% Q4 2025 Feb 11, 2026
Merit Financial Group, LLC History Reduced 40,849 4,967 0.04% 0.05% 116 -2,176 -5.06% Q4 2025 Jan 26, 2026
Farrow Financial, Inc. History Added to 39,663 4,823 2.77% 2.74% 117 +1,121 2.91% Q4 2025 Jan 27, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 39,198 4,766 0.68% 0.72% 118 -1,585 -3.89% Q4 2025 Jan 14, 2026
Houlihan Financial Resource Group, Ltd. History Added to 37,692 4,760 1.81% 1.9% 119 +20,049 113.64% Q4 2025 Feb 10, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 37,633 4,758 1.07% 1.16% 120 +726 1.97% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Added to 38,714 4,708 0.01% 0.01% 121 +1,089 2.89% Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History Added to 38,648 4,700 0.53% 0.51% 122 +1,713 4.64% Q4 2025 Jan 21, 2026
Convergence Financial, LLC History New 37,760 4,592 0.67% — 123 +37,760 New Q4 2025 Feb 11, 2026
Broussard Financial Group LLC History New 37,745 4,590 3.72% — 124 +37,745 New Q4 2025 Feb 02, 2026
Cornerstone Planning, LLC History New 37,398 4,566 1.06% — 125 +37,398 New Q4 2025 Mar 17, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 37,435 4,552 0.38% 0.4% 126 -29 -0.08% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History Reduced 37,190 4,522 0.3% 0.38% 127 -7,625 -17.01% Q4 2025 Feb 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 36,487 4,437 0.21% 0.19% 128 +1,049 2.96% Q4 2025 Jan 21, 2026
Aureum Wealth Management, LLC History New 35,275 4,289 3.98% — 129 +35,275 New Q4 2025 Jan 28, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Added to 34,964 4,251 2.12% 2.0% 130 +2,301 7.04% Q4 2025 Jan 30, 2026
Jefferies Financial Group Inc. History Added to 34,791 4,230 0.02% 0.02% 131 +2,344 7.22% Q4 2025 Feb 09, 2026
Embree Financial Group History Reduced 34,458 4,190 0.51% 0.57% 132 -198 -0.57% Q4 2025 Jan 14, 2026
Shulman DeMeo Asset Management LLC History Added to 34,157 4,153 0.94% 0.96% 133 +19 0.06% Q4 2025 Jan 14, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 33,998 4,134 3.4% 4.12% 134 -6 -0.02% Q4 2025 Feb 02, 2026
NewEdge Advisors, LLC History Added to 33,847 4,116 0.01% 0.02% 135 +1,817 5.67% Q4 2025 Feb 18, 2026
NATIXIS ADVISORS, LLC History Added to 33,203 4,038 0.01% 0.0% 136 +6,143 22.7% Q4 2025 Feb 10, 2026
GODSEY & GIBB, INC History Added to 32,688 3,975 0.36% 0.33% 137 +2,462 8.15% Q4 2025 Jan 27, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 32,501 3,952 0.43% 0.46% 138 -324 -0.99% Q4 2025 Feb 18, 2026
Wolff Financial Management LLC History Added to 32,078 3,900 0.88% 0.91% 139 +15 0.05% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 31,950 3,885 0.08% 0.09% 140 +1,320 4.31% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 31,694 3,854 0.09% 0.1% 141 -153 -0.48% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 30,900 3,758 0.0% 0.0% 142 +10,143 48.87% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 30,836 3,750 0.02% — 143 +30,836 New Q4 2025 Feb 05, 2026
IFG Advisory, LLC History Added to 30,711 3,734 0.16% 0.16% 144 +2,710 9.68% Q4 2025 Feb 10, 2026
Independent Solutions Wealth Management, LLC History Reduced 30,395 3,696 0.68% 0.67% 145 -270 -0.88% Q4 2025 Feb 05, 2026
Connecticut Wealth Management, LLC History Reduced 29,703 3,612 0.16% 0.16% 146 -77 -0.26% Q4 2025 Feb 12, 2026
Jackson Wealth Management, LLC History Added to 29,417 3,577 0.35% 0.34% 147 +1,473 5.27% Q4 2025 Jan 20, 2026
Allen Investment Management, LLC History No change 29,195 3,550 0.04% 0.04% 148 0 0.0% Q4 2025 Feb 10, 2026
Keystone Financial Planning, Inc. History Reduced 28,504 3,466 1.01% 1.05% 149 -1,100 -3.72% Q4 2025 Jan 07, 2026
Kingsview Wealth Management, LLC History Added to 28,447 3,459 0.05% 0.05% 150 +1,218 4.47% Q4 2025 Feb 09, 2026
Baird Financial Group, Inc. History Added to 27,998 3,404 0.01% 0.01% 151 +2,208 8.56% Q4 2025 Feb 13, 2026
STAR Financial Bank History Reduced 27,848 3,386 1.73% 2.08% 152 -883 -3.07% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 27,623 3,359 0.02% 0.02% 153 -450 -1.6% Q4 2025 Jan 29, 2026
REGATTA CAPITAL GROUP, LLC History Added to 27,608 3,357 0.51% 0.36% 154 +8,819 46.94% Q4 2025 Jan 13, 2026
Arax Advisory Partners History New 27,464 3,339 0.1% — 155 +27,464 New Q4 2025 Feb 13, 2026
CORA CAPITAL ADVISORS LLC History Added to 27,448 3,337 1.3% 1.37% 156 +1,222 4.66% Q4 2025 Jan 28, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 27,331 3,323 0.48% 0.49% 157 0 0.0% Q4 2025 Feb 06, 2026
KOM Wealth Management Group, LLC History Added to 26,933 3,275 2.32% 2.49% 158 +21 0.08% Q4 2025 Jan 23, 2026
Integrated Wealth Concepts LLC History Reduced 26,483 3,220 0.04% 0.03% 159 -1,591 -5.67% Q4 2025 Feb 13, 2026
Mayflower Financial Advisors, LLC History Added to 26,061 3,169 0.38% 0.39% 160 +844 3.35% Q4 2025 Jan 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 26,006 3,162 0.0% 0.0% 161 +22,626 669.41% Q4 2025 Feb 17, 2026
Investment Research Partners LLC History Added to 25,820 3,139 1.35% 1.02% 162 +6,938 36.74% Q4 2025 Feb 12, 2026
NOTTINGHAM ADVISORS, INC. History Added to 25,585 3,111 0.43% 0.41% 163 +1,585 6.6% Q4 2025 Jan 26, 2026
Capital Advisors Wealth Management, LLC History Added to 25,287 3,075 0.42% 0.44% 164 +269 1.08% Q4 2025 Jan 21, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 25,202 3,064 0.85% 0.85% 165 -7,037 -21.83% Q4 2025 Feb 12, 2026
World Investment Advisors History Added to 25,200 3,064 0.05% 0.06% 166 +1,938 8.33% Q4 2025 Mar 12, 2026
BESSEMER GROUP INC History Added to 25,175 3,062 0.0% 0.0% 167 +2,785 12.44% Q4 2025 Feb 05, 2026
J.W. COLE ADVISORS, INC. History Reduced 29,198 3,061 0.07% 0.07% 168 -1,595 -5.18% Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Reduced 25,120 3,054 0.07% 0.08% 169 -2,345 -8.54% Q4 2025 Feb 04, 2026
High Point Wealth Management, LLC History New 25,037 3,044 2.86% — 171 +25,037 New Q4 2025 Jan 29, 2026
CRA Financial Services, LLC History Reduced 25,038 3,044 0.4% 0.42% 170 -53 -0.21% Q4 2025 Jan 16, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 24,887 3,025 0.0% 0.0% 172 +638 2.63% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 24,416 2,969 0.04% 0.01% 173 +21,844 849.3% Q4 2025 Feb 06, 2026
Auto-Owners Insurance Co History No change 23,800 2,894 0.06% 0.08% 174 0 0.0% Q4 2025 Mar 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 23,725 2,885 0.15% 0.13% 175 +6,313 36.26% Q4 2025 Jan 26, 2026
MAI Capital Management History Added to 23,714 2,883 0.02% 0.01% 176 +14,883 168.53% Q4 2025 Feb 13, 2026
NewEdge Wealth, LLC History Added to 23,381 2,843 0.03% 0.01% 177 +19,584 515.78% Q4 2025 Feb 03, 2026
Wealth Management Associates, Inc. History Added to 23,321 2,836 0.99% 0.99% 178 +496 2.17% Q4 2025 Jan 20, 2026
INTEGRITY ALLIANCE, LLC. History Added to 23,001 2,797 0.1% 0.02% 179 +19,409 540.34% Q4 2025 Feb 09, 2026
High Net Worth Advisory Group LLC History Reduced 22,866 2,780 0.64% 0.68% 180 -286 -1.24% Q4 2025 Jan 23, 2026
GSG Advisors LLC History Reduced 22,865 2,780 0.72% 0.75% 181 -221 -0.96% Q4 2025 Jan 08, 2026
Morton Brown Family Wealth, LLC History Reduced 22,722 2,763 0.75% 0.82% 182 -485 -2.09% Q4 2025 Jan 28, 2026
Kensington Asset Management, LLC History Reduced 22,450 2,744 0.14% 0.17% 183 -50 -0.22% Q4 2025 Feb 13, 2026
Diversify Advisory Services, LLC History Added to 20,986 2,668 0.08% 0.08% 184 +331 1.6% Q4 2025 Jan 23, 2026
Sowa Financial Group, Inc. History Reduced 21,847 2,657 1.38% 1.56% 185 -816 -3.6% Q4 2025 Feb 03, 2026
FC Advisory LLC History Reduced 21,680 2,636 0.76% 0.85% 186 -2,117 -8.9% Q4 2025 Jan 13, 2026
Frisch Financial Group, Inc. History Added to 21,621 2,629 0.59% 0.6% 187 +589 2.8% Q4 2025 Feb 06, 2026
SCOTIA CAPITAL INC. History Reduced 21,013 2,555 0.01% 0.01% 188 -340 -1.59% Q4 2025 Feb 12, 2026
AMG National Trust Bank History Added to 20,947 2,547 0.06% 0.06% 189 +1,731 9.01% Q4 2025 Jan 30, 2026
Klingman & Associates, LLC History Reduced 20,642 2,510 0.12% 0.13% 190 -32 -0.15% Q4 2025 Jan 29, 2026
Ironwood Financial, llc History Added to 20,236 2,508 0.43% 0.42% 191 +751 3.85% Q4 2025 Jan 15, 2026
Stratos Wealth Partners, LTD. History Added to 20,542 2,498 0.03% 0.02% 192 +3,869 23.21% Q4 2025 Jan 20, 2026
WCG Wealth Advisors LLC History Reduced 20,510 2,494 0.07% 0.16% 193 -124 -0.6% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 20,422 2,483 0.05% 0.05% 194 +2,406 13.35% Q4 2025 Feb 09, 2026
Goldstone Financial Group, LLC History Reduced 20,349 2,474 0.28% 0.3% 195 -508 -2.44% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 20,339 2,473 0.11% 0.11% 196 +3,688 22.15% Q4 2025 Feb 05, 2026
Texas Capital Bank Wealth Management Services Inc History New 20,211 2,457 0.14% — 197 +20,211 New Q4 2025 Feb 09, 2026
Valmark Advisers, Inc. History Added to 20,024 2,435 0.03% 0.03% 198 +3,636 22.19% Q4 2025 Jan 26, 2026
Bernardo Wealth Planning LLC History Reduced 19,840 2,412 0.46% 0.48% 199 -255 -1.27% Q4 2025 Jan 26, 2026
Verity Asset Management, Inc. History New 19,346 2,352 1.01% — 200 +19,346 New Q4 2025 Jan 30, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 19,313 2,348 0.04% 0.05% 201 +17 0.09% Q4 2025 Jan 07, 2026
NORDEN GROUP LLC History Reduced 19,222 2,337 0.23% 0.26% 202 -2,045 -9.62% Q4 2025 Jan 13, 2026
Sowell Financial Services LLC History Added to 19,189 2,333 0.09% 0.09% 203 +41 0.21% Q4 2025 Jan 21, 2026
Atlas Private Wealth Advisors History Added to 19,122 2,325 0.54% 0.57% 204 +134 0.71% Q4 2025 Feb 05, 2026
Formidable Asset Management, LLC History Reduced 18,751 2,296 0.33% 0.47% 205 -6,737 -26.43% Q4 2025 Jan 16, 2026
Csenge Advisory Group History Added to 18,800 2,286 0.1% 0.11% 206 +706 3.9% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 18,628 2,270 0.05% 0.05% 207 -450 -2.36% Q4 2025 Jan 26, 2026
TruNorth Capital Management, LLC History No change 18,487 2,248 0.43% 0.45% 208 0 0.0% Q4 2025 Feb 11, 2026
Indivisible Partners History New 18,458 2,244 0.24% — 209 +18,458 New Q4 2025 Feb 03, 2026
Gladstone Institutional Advisory LLC History Reduced 18,399 2,237 0.08% 0.09% 210 -526 -2.78% Q4 2025 Feb 17, 2026
Ellis Investment Partners, LLC History Reduced 18,371 2,234 0.39% 0.43% 211 -983 -5.08% Q4 2025 Feb 02, 2026
StoneX Group Inc. History Added to 18,335 2,229 0.1% 0.09% 212 +1,985 12.14% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 18,195 2,212 0.01% — 213 +18,195 New Q4 2025 Feb 18, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 18,160 2,208 0.17% 0.16% 214 +99 0.55% Q4 2025 Jan 23, 2026
Pinnacle Financial Partners, Inc. History New 18,129 2,205 0.02% — 215 +18,129 New Q4 2025 Feb 18, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 17,900 2,176 0.04% 0.01% 216 +12,788 250.16% Q4 2025 Feb 19, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 17,744 2,157 0.03% 0.02% 217 +3,473 24.34% Q4 2025 Feb 09, 2026
Fiduciary Group, LLC History Added to 17,738 2,157 0.18% 0.19% 218 +38 0.21% Q4 2025 Feb 12, 2026
HFG Advisors, Inc. History Added to 17,680 2,150 1.56% 1.57% 219 +289 1.66% Q4 2025 Feb 13, 2026
Crews Bank & Trust History Added to 17,672 2,149 0.31% 0.31% 220 +510 2.97% Q4 2025 Jan 21, 2026
Investment Advisory Group, LLC History Reduced 17,641 2,145 0.55% 0.61% 221 -567 -3.11% Q4 2025 Jan 23, 2026
Aventus Investment Advisors, Inc. History Reduced 17,452 2,122 1.72% 1.95% 222 -1,266 -6.76% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 17,249 2,097 0.02% 0.01% 223 +4,813 38.7% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Reduced 16,056 2,064 0.05% 0.05% 224 -334 -2.04% Q4 2025 Jan 28, 2026
RIDGECREST WEALTH PARTNERS, LLC History Reduced 16,921 2,057 1.12% 1.12% 225 -3,357 -16.55% Q4 2025 Jan 22, 2026
1900 WEALTH MANAGEMENT LLC History Added to 16,844 2,048 0.13% 0.09% 226 +6,283 59.49% Q4 2025 Jan 20, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 16,778 2,040 0.58% 0.67% 227 -896 -5.07% Q4 2025 Feb 11, 2026
CHOREO, LLC History Added to 16,678 2,038 0.03% 0.03% 228 +2 0.01% Q4 2025 Jan 23, 2026
Calamos Wealth Management LLC History No change 16,719 2,033 0.07% 0.07% 229 0 0.0% Q4 2025 Jan 29, 2026
Rakuten Investment Management, Inc. History No change 16,628 2,026 0.01% 0.01% 230 0 0.0% Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 16,581 2,016 0.01% 0.01% 231 +169 1.03% Q4 2025 Feb 09, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 16,575 2,015 0.03% 0.03% 232 -194 -1.16% Q4 2025 Jan 22, 2026
Rehmann Capital Advisory Group History Reduced 16,474 2,003 0.1% 0.11% 233 -921 -5.29% Q4 2025 Mar 04, 2026
Targeted Financial Services LLC History New 16,467 2,002 1.72% — 234 +16,467 New Q4 2025 Mar 03, 2026
Pathfinder Wealth Consulting, Inc. History New 16,388 1,992 1.26% — 235 +16,388 New Q4 2025 Feb 09, 2026
Atlas Legacy Advisors, LLC History Added to 16,274 1,979 0.35% 0.31% 237 +3,138 23.89% Q4 2025 Jan 29, 2026
Onyx Bridge Wealth Group LLC History Reduced 16,277 1,979 0.21% 0.22% 236 -17 -0.1% Q4 2025 Feb 18, 2026
LOM Asset Management Ltd History Reduced 16,186 1,968 0.57% 0.64% 238 -1,073 -6.22% Q4 2025 Jan 23, 2026
WOODSTOCK CORP History No change 16,180 1,967 0.17% 0.17% 239 0 0.0% Q4 2025 Jan 14, 2026
RAELIPSKIE PARTNERSHIP History Added to 16,145 1,963 0.82% 0.83% 240 +400 2.54% Q4 2025 Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 16,082 1,955 0.01% 0.02% 241 +234 1.48% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 15,921 1,936 0.09% 0.12% 242 -573 -3.47% Q4 2025 Jan 28, 2026
Cresset Asset Management, LLC History Reduced 15,900 1,933 0.01% 0.01% 243 -57 -0.36% Q4 2025 Feb 17, 2026
Jump Financial, LLC History New 15,713 1,910 0.02% — 244 +15,713 New Q4 2025 Feb 17, 2026
Concord Wealth Partners History Added to 15,581 1,894 0.25% 0.26% 245 +295 1.93% Q4 2025 Jan 29, 2026
Cooper Financial Group History Reduced 15,514 1,886 0.2% 0.24% 246 -2,397 -13.38% Q4 2025 Jan 08, 2026
AE Wealth Management LLC History Added to 15,297 1,860 0.01% 0.01% 247 +1,618 11.83% Q4 2025 Jan 26, 2026
Regal Investment Advisors LLC History Added to 15,253 1,854 0.11% 0.12% 248 +377 2.53% Q4 2025 Feb 17, 2026
Jaffetilchin Investment Partners, LLC History Added to 15,029 1,827 0.11% 0.11% 249 +121 0.81% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History Added to 14,924 1,814 0.08% 0.11% 250 +5,004 50.44% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 14,711 1,789 0.13% 0.15% 251 -416 -2.75% Q4 2025 Jan 07, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 14,555 1,770 0.41% 0.38% 252 +1,586 12.23% Q4 2025 Jan 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 14,540 1,768 0.01% 0.01% 253 +140 0.97% Q4 2025 Feb 17, 2026
Evercore Wealth Management, LLC History Reduced 14,537 1,767 0.03% 0.03% 254 -227 -1.54% Q4 2025 Feb 17, 2026
Icon Wealth Advisors, LLC History New 14,481 1,761 0.12% — 255 +14,481 New Q4 2025 Feb 13, 2026
ProVise Management Group, LLC History Reduced 14,314 1,740 0.12% 0.13% 256 -18 -0.13% Q4 2025 Jan 29, 2026
Madden Advisory Services, Inc. History Added to 14,035 1,706 0.69% 0.66% 257 +96 0.69% Q4 2025 Feb 11, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 13,989 1,701 0.73% 0.84% 258 -387 -2.69% Q4 2025 Feb 13, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 13,531 1,693 0.08% — 259 +13,531 New Q4 2025 Feb 03, 2026
Mutual Advisors, LLC History Reduced 13,813 1,679 0.04% 0.04% 260 -571 -3.97% Q4 2025 Feb 02, 2026
MCF Advisors LLC History Added to 13,533 1,645 0.09% 0.1% 261 +328 2.48% Q4 2025 Feb 11, 2026
RDA Financial Network History Added to 13,468 1,637 0.39% 0.4% 262 +225 1.7% Q4 2025 Jan 06, 2026
NCM Capital Management, LLC History Reduced 13,361 1,624 0.6% 0.64% 263 -45 -0.34% Q4 2025 Mar 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 13,324 1,620 0.02% 0.02% 264 +2,705 25.47% Q4 2025 Jan 29, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 13,259 1,612 0.1% 0.11% 265 0 0.0% Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History Added to 13,106 1,593 0.04% 0.04% 266 +707 5.7% Q4 2025 Feb 17, 2026
Intrepid Financial Planning Group LLC History Reduced 12,909 1,569 0.6% 0.6% 267 -32 -0.25% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 12,900 1,568 0.0% 0.01% 268 -23,200 -64.27% Q4 2025 Feb 12, 2026
SOA Wealth Advisors, LLC. History Reduced 12,844 1,561 0.26% 0.28% 269 -264 -2.01% Q4 2025 Jan 20, 2026
Argent Trust Co History No change 12,833 1,560 0.05% 0.06% 270 0 0.0% Q4 2025 Feb 10, 2026
HOWE & RUSLING INC History Added to 12,604 1,532 0.1% 0.1% 271 +928 7.95% Q4 2025 Feb 17, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 12,581 1,529 0.04% 0.04% 272 0 0.0% Q4 2025 Jan 28, 2026
Per Stirling Capital Management, LLC. History Added to 12,475 1,517 0.17% 0.18% 273 +185 1.51% Q4 2025 Feb 17, 2026
Biondo Investment Advisors, LLC History Added to 12,364 1,503 0.18% 0.18% 274 +665 5.68% Q4 2025 Feb 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 12,256 1,490 0.24% 0.26% 275 +164 1.36% Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History Added to 12,178 1,480 0.05% 0.03% 276 +6,024 97.89% Q4 2025 Feb 13, 2026
INVESTED ADVISORS History Added to 12,169 1,479 1.53% 1.53% 277 +2,780 29.61% Q4 2025 Jan 26, 2026
Wellspring Financial Advisors, LLC History Added to 12,117 1,473 0.12% 0.13% 278 +121 1.01% Q4 2025 Feb 11, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 11,876 1,444 0.48% 0.56% 279 -1,845 -13.45% Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Reduced 11,060 1,428 0.05% 0.05% 280 -236 -2.09% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 11,718 1,425 0.07% 0.07% 281 +80 0.69% Q4 2025 Jan 26, 2026
ICONIQ Capital, LLC History No change 11,565 1,406 0.02% 0.02% 282 0 0.0% Q4 2025 Feb 13, 2026
180 WEALTH ADVISORS, LLC History Reduced 11,488 1,397 0.16% 0.17% 283 -225 -1.92% Q4 2025 Jan 09, 2026
CoreCap Advisors, LLC History Reduced 11,407 1,387 0.05% 0.05% 284 -69 -0.6% Q4 2025 Jan 13, 2026
Decker Retirement Planning Inc. History Added to 11,207 1,362 0.68% 0.71% 285 +722 6.89% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 11,033 1,341 0.0% 0.0% 286 +6,859 164.33% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 10,971 1,334 0.09% 0.11% 287 -2,241 -16.96% Q4 2025 Jan 23, 2026
Beacon Bank & Trust History Added to 10,785 1,311 0.27% 0.28% 288 +81 0.76% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 10,739 1,306 0.02% 0.03% 289 -923 -7.91% Q4 2025 Feb 11, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 10,620 1,291 0.51% — 290 +10,620 New Q4 2025 Jan 15, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 10,523 1,279 0.04% 0.04% 291 0 0.0% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 10,375 1,261 0.0% 0.0% 292 -1,568 -13.13% Q4 2025 Jan 30, 2026
Provenance Wealth Advisors, LLC History Reduced 10,375 1,261 0.14% 0.18% 293 -816 -7.29% Q4 2025 Jan 26, 2026
Quadcap Wealth Management, LLC History Reduced 10,292 1,251 0.14% 0.15% 294 -254 -2.41% Q4 2025 Jan 29, 2026
Operose Advisors LLC History Added to 10,185 1,238 0.29% 0.29% 296 +561 5.83% Q4 2025 Feb 10, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 10,183 1,238 0.12% 0.12% 295 -328 -3.12% Q4 2025 Feb 23, 2026
Litman Gregory Wealth Management LLC History No change 10,177 1,237 0.09% 0.09% 297 0 0.0% Q4 2025 Feb 12, 2026
Anchor Investment Management, LLC History Reduced 10,130 1,231 0.1% 0.11% 298 -391 -3.72% Q4 2025 Feb 26, 2026
Prospera Financial Services Inc History Added to 10,098 1,229 0.02% 0.02% 299 +891 9.68% Q4 2025 Feb 09, 2026
Ancora Advisors LLC History Reduced 10,061 1,223 0.03% 0.03% 300 -992 -8.97% Q4 2025 Feb 17, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 10,036 1,220 0.19% 0.21% 301 -225 -2.19% Q4 2025 Feb 11, 2026
Avestar Capital, LLC History No change 10,000 1,216 0.08% 0.08% 302 0 0.0% Q4 2025 Feb 10, 2026
CFO CAPITAL MANAGEMENT LLC History New 9,948 1,209 0.91% — 303 +9,948 New Q4 2025 Mar 02, 2026
OneDigital Investment Advisors LLC History Reduced 9,873 1,200 0.01% 0.01% 304 -537 -5.16% Q4 2025 Feb 13, 2026
Walkner Condon Financial Advisors LLC History Reduced 9,789 1,190 0.17% 0.19% 305 -110 -1.11% Q4 2025 Jan 21, 2026
Weaver Consulting Group History Reduced 9,718 1,181 0.29% 0.3% 306 -53 -0.54% Q4 2025 Feb 10, 2026
Prosperity Consulting Group, LLC History Added to 9,635 1,171 0.05% 0.06% 307 +121 1.27% Q4 2025 Feb 17, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 9,615 1,169 0.34% 0.36% 308 -128 -1.31% Q4 2025 Jan 20, 2026
Talisman Wealth Advisors LLC History Added to 9,512 1,158 0.9% 0.96% 309 +2 0.02% Q4 2025 Feb 20, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 9,516 1,157 0.08% 0.07% 310 +1,161 13.9% Q4 2025 Jan 08, 2026
NBT BANK N A /NY History Reduced 8,268 1,139 0.07% 0.08% 311 -245 -2.88% Q4 2025 Jan 23, 2026
IEQ CAPITAL, LLC History Added to 9,300 1,131 0.0% 0.0% 312 +2,682 40.53% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 9,304 1,131 0.0% 0.0% 313 -195 -2.05% Q4 2025 Feb 12, 2026
Collaborative Wealth Managment Inc. History Reduced 9,262 1,126 0.4% 0.48% 314 -533 -5.44% Q4 2025 Feb 09, 2026
Archer Investment Corp History Added to 9,221 1,121 0.25% 0.25% 315 +2 0.02% Q4 2025 Jan 30, 2026
JB Capital LLC History Added to 9,159 1,113 0.05% 0.05% 316 +281 3.17% Q4 2025 Jan 20, 2026
Straight Path Wealth Management History Added to 9,112 1,108 0.3% 0.3% 317 +93 1.03% Q4 2025 Feb 11, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 9,110 1,107 0.06% 0.06% 318 0 0.0% Q4 2025 Jan 13, 2026
Patten Group, Inc. History Reduced 9,024 1,097 0.2% 0.22% 319 -75 -0.82% Q4 2025 Jan 23, 2026
WHITE PINE CAPITAL LLC History Reduced 8,953 1,088 0.3% 0.32% 320 -215 -2.35% Q4 2025 Feb 09, 2026
BROWN ADVISORY INC History Reduced 8,861 1,077 0.0% 0.0% 322 -106 -1.18% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 8,858 1,077 0.02% 0.02% 321 +16 0.18% Q4 2025 Feb 06, 2026
Curi Capital, LLC History Added to 8,818 1,072 0.02% 0.02% 323 +15 0.17% Q4 2025 Feb 17, 2026
Claro Advisors Inc. History Reduced 8,745 1,063 0.14% 0.16% 324 -77 -0.87% Q4 2025 Feb 17, 2026
CFS Investment Advisory Services, LLC History Added to 8,615 1,047 0.08% 0.08% 325 +12 0.14% Q4 2025 Feb 10, 2026
First Heartland Consultants, Inc. History Added to 8,516 1,035 0.08% 0.08% 326 +102 1.21% Q4 2025 Jan 09, 2026
Caldwell Trust Co History Added to 8,425 1,024 0.09% 0.09% 327 +536 6.79% Q4 2025 Jan 30, 2026
PARK AVENUE SECURITIES LLC History Added to 8,390 1,020 0.01% 0.01% 328 +128 1.55% Q4 2025 Jan 05, 2026
Lakeshore Capital Group, Inc. History Added to 8,311 1,010 0.81% 0.82% 329 +53 0.64% Q4 2025 Jan 21, 2026
Noble Family Wealth, LLC History Added to 8,245 1,002 0.21% 0.22% 330 +120 1.48% Q4 2025 Jan 07, 2026
ADG Wealth Management Group, LLC History Added to 8,173 993 0.75% 0.74% 331 +518 6.77% Q4 2025 Jan 15, 2026
ROMANO BROTHERS AND COMPANY History Added to 8,140 989 0.11% 0.11% 332 +350 4.49% Q4 2025 Jan 14, 2026
Teamwork Financial Advisors, LLC History Reduced 8,117 987 0.1% 0.11% 333 -512 -5.93% Q4 2025 Jan 09, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 8,114 986 0.13% 0.14% 334 -4 -0.05% Q4 2025 Feb 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 8,099 984 0.01% 0.0% 335 +1,892 30.48% Q4 2025 Feb 11, 2026
SAGE FINANCIAL GROUP INC History No change 8,021 975 0.06% 0.07% 336 0 0.0% Q4 2025 Jan 27, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Added to 8,013 974 0.7% 0.66% 337 +709 9.71% Q4 2025 Jan 23, 2026
TD Waterhouse Canada Inc. History Reduced 7,984 970 0.01% 0.01% 338 -1,194 -13.01% Q4 2025 Jan 27, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 7,964 968 0.3% 0.53% 339 -2,306 -22.45% Q4 2025 Jan 08, 2026
PINNACLE ASSOCIATES LTD History No change 7,856 955 0.01% 0.01% 340 0 0.0% Q4 2025 Feb 05, 2026
Sunesis Advisors, LLC History No change 7,859 955 0.43% 0.45% 341 0 0.0% Q4 2025 Feb 02, 2026
Cresta Advisors, Ltd. History Added to 7,714 938 0.39% 0.39% 342 +500 6.93% Q4 2025 Feb 03, 2026
SouthState Bank Corp History Added to 7,654 930 0.04% 0.04% 343 +200 2.68% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Reduced 7,643 929 0.07% 0.09% 344 -1,671 -17.94% Q4 2025 Jan 29, 2026
Element Wealth, LLC History Reduced 7,587 922 0.38% 0.41% 345 -25 -0.33% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Added to 7,458 907 0.03% 0.02% 346 +2,735 57.91% Q4 2025 Feb 11, 2026
Soltis Investment Advisors LLC History Added to 7,464 907 0.06% 0.06% 347 +203 2.8% Q4 2025 Apr 02, 2026
PATTEN & PATTEN INC/TN History Reduced 7,372 896 0.05% 0.05% 348 -87 -1.17% Q4 2025 Feb 03, 2026
Tacita Capital Inc History No change 7,255 882 0.51% 0.54% 349 0 0.0% Q4 2025 Feb 11, 2026
WEDBUSH SECURITIES INC History Added to 7,247 881 0.03% 0.03% 350 +675 10.27% Q4 2025 Feb 12, 2026
ALBION FINANCIAL GROUP /UT History Reduced 7,207 876 0.05% 0.05% 351 -40 -0.55% Q4 2025 Jan 21, 2026
Northwest Bancshares, Inc. History Reduced 7,199 875 0.17% 0.15% 352 -96 -1.32% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 7,161 870 0.01% 0.01% 353 +542 8.19% Q4 2025 Jan 29, 2026
WealthShield Partners, LLC History Added to 7,151 869 0.1% 0.09% 354 +684 10.58% Q4 2025 Feb 03, 2026
KFA Private Wealth Group, LLC History Added to 7,146 869 0.21% 0.23% 355 +526 7.95% Q4 2025 Jan 07, 2026
JSF Financial, LLC History Added to 7,089 862 0.18% 0.19% 356 +70 1.0% Q4 2025 Feb 04, 2026
LongView Wealth Management History Added to 6,931 859 0.21% 0.22% 358 +160 2.36% Q4 2025 Jan 13, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 7,069 859 0.09% 0.1% 357 +56 0.8% Q4 2025 Feb 13, 2026
Cove Private Wealth, LLC History Added to 6,990 850 0.25% 0.13% 359 +3,539 102.55% Q4 2025 Jan 23, 2026
Van Hulzen Asset Management, LLC History Reduced 6,987 849 0.06% 0.06% 360 -97 -1.37% Q4 2025 Feb 06, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 6,981 848 0.53% — 361 +6,981 New Q4 2025 Feb 13, 2026
Apollon Financial, LLC History Reduced 6,810 828 0.12% 0.14% 362 -50 -0.73% Q4 2025 Jan 22, 2026
Amplius Wealth Advisors, LLC History No change 6,674 811 0.07% 0.07% 363 0 0.0% Q4 2025 Jan 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 6,588 801 0.09% 0.1% 364 -131 -1.95% Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Added to 6,552 796 0.05% 0.05% 365 +260 4.13% Q4 2025 Feb 13, 2026
Climber Capital SA History New 6,500 789 0.51% — 366 +6,500 New Q4 2025 Feb 03, 2026
Clearstead Advisors, LLC History Added to 6,428 781 0.01% 0.01% 367 +443 7.4% Q4 2025 Feb 09, 2026
EVOKE WEALTH, LLC History No change 6,430 781 0.01% 0.02% 368 0 0.0% Q4 2025 Feb 06, 2026
PHILADELPHIA TRUST CO History No change 6,417 780 0.05% 0.06% 369 0 0.0% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History Added to 6,375 775 0.02% 0.02% 370 +236 3.84% Q4 2025 Jan 20, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 6,279 763 0.07% 0.04% 371 +3,415 119.24% Q4 2025 Jan 22, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 6,271 762 0.03% 0.03% 372 0 0.0% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Reduced 6,258 761 0.01% 0.03% 373 -13,100 -67.67% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Added to 6,220 756 0.01% 0.01% 374 +786 14.46% Q4 2025 Feb 02, 2026
American Wealth Advisors, LLC History Added to 6,157 748 0.73% 0.74% 375 +56 0.92% Q4 2025 Jan 26, 2026
PRIVATE TRUST CO NA History Reduced 6,147 747 0.07% 0.07% 376 -565 -8.42% Q4 2025 Jan 26, 2026
Cornerstone Wealth Management, LLC History Reduced 6,084 739 0.04% 0.04% 377 -25 -0.41% Q4 2025 Feb 05, 2026
SHP Wealth Management History New 6,060 737 0.06% — 378 +6,060 New Q4 2025 Mar 04, 2026
Midwest Trust Co History No change 6,057 736 0.01% 0.01% 379 0 0.0% Q4 2025 Feb 04, 2026
VICUS CAPITAL History Added to 6,019 731 0.05% 0.04% 381 +1,428 31.1% Q4 2025 Jan 22, 2026
Bank of New York Mellon Corp History Reduced 6,013 731 0.0% 0.0% 380 -56 -0.92% Q4 2025 Feb 10, 2026
Human Investing LLC History Added to 5,901 717 0.1% 0.1% 382 +462 8.49% Q4 2025 Jan 27, 2026
Black Diamond Financial, LLC History No change 5,865 713 0.08% 0.08% 383 0 0.0% Q4 2025 Feb 03, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 5,847 711 0.09% 0.1% 384 -500 -7.88% Q4 2025 Jan 09, 2026
FIRST MANHATTAN CO. LLC. History No change 5,843 710 0.0% 0.0% 385 0 0.0% Q4 2025 Feb 17, 2026
Sound View Wealth Advisors Group, LLC History Reduced 5,772 701 0.05% 0.06% 386 -1,829 -24.06% Q4 2025 Jan 08, 2026
Bogart Wealth, LLC History Reduced 5,750 699 0.03% 0.04% 387 -1,591 -21.67% Q4 2025 Jan 30, 2026
BANK OF NOVA SCOTIA History Added to 5,729 696 0.0% 0.0% 388 +1,039 22.15% Q4 2025 Feb 13, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 5,661 688 0.3% 0.31% 389 0 0.0% Q4 2025 Feb 02, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 5,580 678 0.08% 0.08% 390 +267 5.03% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 5,573 677 0.0% 0.0% 391 -188 -3.26% Q4 2025 Feb 12, 2026
Investment Partners Asset Management, Inc. History Reduced 5,549 674 0.42% 0.45% 392 -82 -1.46% Q4 2025 Jan 15, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 5,531 672 0.04% 0.04% 393 -193 -3.37% Q4 2025 Feb 04, 2026
Crusonia Wealth Advisors LLC History New 5,503 669 0.15% — 394 +5,503 New Q4 2025 Feb 18, 2026
Breachway Investments LLC History New 5,489 667 0.7% — 397 +5,489 New Q4 2025 Jan 27, 2026
Coppell Advisory Solutions LLC History Added to 5,462 667 0.07% 0.06% 396 +785 16.78% Q4 2025 Feb 17, 2026
CHAPIN DAVIS, INC. History No change 5,486 667 0.16% 0.16% 395 0 0.0% Q4 2025 Jan 30, 2026
WEALTH ALLIANCE, LLC History Added to 5,431 660 0.06% 0.03% 398 +2,884 113.23% Q4 2025 Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 5,406 657 0.04% 0.04% 399 -68 -1.24% Q4 2025 Jan 21, 2026
Focus Financial Network, Inc. History Added to 5,368 652 0.02% 0.02% 400 +9 0.17% Q4 2025 Jan 12, 2026
GWN SECURITIES INC. History Added to 5,347 650 0.13% 0.13% 401 +889 19.94% Q4 2025 Feb 11, 2026
Spire Wealth Management History Added to 5,338 649 0.02% 0.02% 402 +875 19.61% Q4 2025 Jan 14, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 5,319 646 0.37% 0.38% 403 0 0.0% Q4 2025 Jan 07, 2026
LAZARD ASSET MANAGEMENT LLC History No change 5,300 644 0.0% 0.0% 404 0 0.0% Q4 2025 Feb 17, 2026
Sovereign Financial Group, Inc. History Reduced 5,283 642 0.11% 0.12% 405 -163 -2.99% Q4 2025 Jan 07, 2026
BCS Wealth Management History Added to 5,265 640 0.06% 0.08% 406 +2,529 92.43% Q4 2025 Jan 26, 2026
Arete Wealth Advisors, LLC History Reduced 5,257 639 0.04% 0.04% 407 -65 -1.22% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 5,165 628 0.0% 0.0% 408 +1,590 44.48% Q4 2025 Feb 03, 2026
Integrated Advisors Network LLC History Reduced 5,134 624 0.03% 0.03% 409 -1,024 -16.63% Q4 2025 Feb 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 5,131 624 0.02% 0.02% 410 +14 0.27% Q4 2025 Jan 12, 2026
Focus Partners Advisor Solutions, LLC History New 5,130 623 0.01% — 411 +5,130 New Q4 2025 Feb 11, 2026
EVERPAR ADVISORS LLC History Added to 5,077 617 0.23% 0.18% 412 +1,431 39.25% Q4 2025 Jan 07, 2026
Helium Advisors LLC History Reduced 5,071 616 0.62% 0.55% 413 -272 -5.09% Q4 2025 Feb 12, 2026
David J Yvars Group History Added to 4,992 607 0.32% 0.32% 414 +180 3.74% Q4 2025 Jan 12, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 4,990 606 0.0% 0.0% 415 0 0.0% Q4 2025 Feb 10, 2026
INVESTMENT PARTNERS, LTD. History Reduced 4,900 595 0.21% 0.28% 416 -1,714 -25.91% Q4 2025 Feb 10, 2026
Destination Wealth Management History No change 4,878 593 0.02% 0.02% 417 0 0.0% Q4 2025 Feb 13, 2026
NorthRock Partners, LLC History No change 4,862 591 0.01% 0.01% 418 0 0.0% Q4 2025 Feb 17, 2026
TECTONIC ADVISORS LLC History No change 4,839 588 0.03% 0.03% 419 0 0.0% Q4 2025 Jan 23, 2026
Milestone Asset Management Group, LLC History Added to 4,777 580 0.33% 0.16% 420 +2,748 135.44% Q4 2025 Feb 03, 2026
Savant Capital, LLC History Reduced 4,748 577 0.0% 0.0% 421 -211 -4.25% Q4 2025 Feb 10, 2026
RFG Advisory, LLC History Added to 4,672 568 0.01% 0.01% 422 +443 10.48% Q4 2025 Feb 03, 2026
FLAGSTAR ADVISORS INC History Added to 4,634 563 0.19% 0.17% 423 +34 0.74% Q4 2025 Jan 13, 2026
Trust Point Inc. History No change 4,622 562 0.04% 0.05% 424 0 0.0% Q4 2025 Jan 13, 2026
VERUS CAPITAL PARTNERS, LLC History No change 4,624 562 0.03% 0.04% 425 0 0.0% Q4 2025 Feb 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 4,605 559 0.01% 0.01% 426 -89 -1.9% Q4 2025 Feb 09, 2026
Independent Wealth Network Inc. History Added to 4,554 553 0.17% 0.18% 427 +62 1.38% Q4 2025 Jan 26, 2026
PMG Wealth Management, Inc. History No change 4,550 553 0.41% 0.42% 428 0 0.0% Q4 2025 Jan 23, 2026
Trust Co History Added to 4,523 550 0.05% 0.05% 429 +393 9.52% Q4 2025 Jan 15, 2026
CGN Advisors LLC History Added to 4,524 550 0.04% 0.05% 430 +46 1.03% Q4 2025 Jan 05, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 4,517 549 0.01% 0.02% 431 -150 -3.21% Q4 2025 Jan 23, 2026
NORTHERN TRUST CORP History No change 4,505 547 0.0% 0.0% 432 0 0.0% Q4 2025 Feb 17, 2026
Penobscot Investment Management Company, Inc. History No change 4,500 547 0.04% 0.04% 433 0 0.0% Q4 2025 Jan 27, 2026
Chatterton & Associates Inc. History New 4,491 546 0.47% — 434 +4,491 New Q4 2025 Jan 20, 2026
Birchcreek Wealth Management, LLC History Added to 4,465 543 0.27% 0.23% 435 +874 24.34% Q4 2025 Jan 16, 2026
Fifth Third Wealth Advisors LLC History Reduced 4,437 539 0.02% 0.02% 436 -836 -15.85% Q4 2025 Jan 15, 2026
Ashton Thomas Private Wealth, LLC History Reduced 4,350 528 0.01% 0.01% 437 -23 -0.53% Q4 2025 Jan 29, 2026
Olde Wealth Management, LLC History No change 4,322 525 0.16% 0.16% 438 0 0.0% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Added to 4,308 523 0.02% 0.02% 439 +174 4.21% Q4 2025 Feb 19, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 4,194 510 0.25% 0.26% 440 0 0.0% Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 4,190 509 0.11% 0.12% 441 +17 0.41% Q4 2025 Jan 09, 2026
Richwood Investment Advisors, LLC History Reduced 3,708 508 0.36% 0.38% 442 -245 -6.2% Q4 2025 Feb 12, 2026
Geneos Wealth Management Inc. History Added to 4,106 499 0.01% 0.01% 443 +495 13.71% Q4 2025 Jan 28, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 4,108 499 0.12% 0.12% 444 +68 1.68% Q4 2025 Feb 02, 2026
Fort Sheridan Advisors LLC History Added to 4,102 498 0.06% 0.07% 445 +24 0.59% Q4 2025 Feb 10, 2026
Coastal Bridge Advisors, LLC History Added to 4,085 496 0.04% 0.04% 446 +5 0.12% Q4 2025 Feb 18, 2026
HCR Wealth Advisors History Reduced 4,054 493 0.05% 0.05% 447 -26 -0.64% Q4 2025 Jan 27, 2026
Hixon Zuercher, LLC History Added to 4,011 487 0.15% 0.15% 448 +18 0.45% Q4 2025 Jan 26, 2026
MERIDIAN MANAGEMENT CO History No change 4,000 486 0.12% 0.13% 449 0 0.0% Q4 2025 Feb 10, 2026
Navis Wealth Advisors, LLC History New 3,984 484 0.21% — 450 +3,984 New Q4 2025 Feb 13, 2026
Clear Harbor Asset Management, LLC History Added to 3,964 482 0.03% 0.02% 451 +1,959 97.71% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 3,937 478 0.0% 0.0% 452 -156 -3.81% Q4 2025 Feb 11, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 3,909 475 0.23% 0.25% 453 -240 -5.78% Q4 2025 Feb 05, 2026
GC Wealth Management RIA, LLC History No change 3,911 475 0.02% 0.02% 454 0 0.0% Q4 2025 Jan 30, 2026
Baring Financial LLC History Reduced 3,886 472 0.29% 0.39% 455 -733 -15.87% Q4 2025 Jan 07, 2026
SNS Financial Group, LLC History Added to 3,873 470 0.04% 0.04% 456 +258 7.14% Q4 2025 Feb 02, 2026
1 NORTH WEALTH SERVICES LLC History Added to 3,867 470 0.17% 0.19% 457 +49 1.28% Q4 2025 Feb 13, 2026
SAX WEALTH ADVISORS, LLC History Reduced 3,866 470 0.02% 0.03% 458 -25 -0.64% Q4 2025 Jan 12, 2026
Abundance Wealth Counselors History New 3,860 469 0.08% — 459 +3,860 New Q4 2025 Jan 26, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 3,838 466 0.03% 0.03% 460 +421 12.32% Q4 2025 Feb 10, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 3,839 466 0.22% 0.22% 461 +36 0.95% Q4 2025 Jan 26, 2026
Mission Creek Capital Partners, Inc. History Reduced 3,826 465 0.09% 0.11% 462 -584 -13.24% Q4 2025 Feb 12, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 3,824 464 0.04% 0.04% 463 +12 0.31% Q4 2025 Jan 15, 2026
Stratos Wealth Advisors, LLC History Reduced 3,809 463 0.02% 0.02% 464 -3 -0.08% Q4 2025 Jan 20, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 3,801 462 0.05% 0.05% 465 -186 -4.67% Q4 2025 Jan 27, 2026
Tennessee Valley Asset Management Partners History Added to 3,788 460 0.06% 0.06% 466 +27 0.72% Q4 2025 Feb 05, 2026
Zullo Investment Group, Inc. History No change 3,750 456 0.17% 0.17% 467 0 0.0% Q4 2025 Jan 26, 2026
ROMAN BUTLER FULLERTON & CO History Added to 6,546 454 0.12% 0.12% 469 +2,709 70.6% Q4 2025 Jan 26, 2026
EQUITABLE TRUST CO History No change 3,738 454 0.02% 0.02% 468 0 0.0% Q4 2025 Feb 02, 2026
KINTRA WEALTH, LLC History Added to 3,698 449 0.06% 0.18% 471 +1,092 41.9% Q4 2025 Feb 18, 2026
Capital Investment Advisors, LLC History Added to 3,700 449 0.01% 0.01% 470 +178 5.05% Q4 2025 Jan 13, 2026
Symphony Financial, Ltd. Co. History Added to 3,671 448 0.06% 0.03% 472 +1,371 59.61% Q4 2025 Feb 11, 2026
Meridian Wealth Management, LLC History Added to 3,677 447 0.02% 0.02% 473 +323 9.63% Q4 2025 Feb 04, 2026
MGO ONE SEVEN LLC History Reduced 3,637 442 0.01% 0.01% 474 -52 -1.41% Q4 2025 Feb 03, 2026
RIK SAYLOR FINANCIAL, INC. History Added to 3,630 441 0.32% 0.32% 475 +8 0.22% Q4 2025 Feb 12, 2026
Shepherd Financial Partners LLC History Reduced 3,625 440 0.04% 0.04% 476 -75 -2.03% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Reduced 3,614 439 0.02% 0.02% 477 -556 -13.33% Q4 2025 Feb 17, 2026
Firestone Capital Management History No change 3,600 437 0.09% 0.1% 478 0 0.0% Q4 2025 Feb 09, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,587 436 0.0% 0.0% 479 +293 8.89% Q4 2025 Feb 06, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 3,567 433 0.03% 0.03% 480 -50 -1.38% Q4 2025 Feb 04, 2026
Premier Private Wealth Management LLC History New 3,256 430 0.45% — 481 +3,256 New Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Added to 3,133 429 0.01% 0.01% 482 +598 23.59% Q4 2025 Feb 09, 2026
Ausdal Financial Partners, Inc. History Added to 3,510 426 0.02% 0.02% 483 +498 16.53% Q4 2025 Feb 13, 2026
Greenline Partners, LLC History No change 3,496 425 0.05% 0.05% 484 0 0.0% Q4 2025 Feb 17, 2026
PURSUE WEALTH PARTNERS LLC History No change 3,495 425 0.21% 0.23% 485 0 0.0% Q4 2025 Jan 26, 2026
Eley Financial Management, Inc History Reduced 3,466 421 0.15% 0.16% 487 -77 -2.17% Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 3,463 421 0.01% 0.01% 486 +21 0.61% Q4 2025 Feb 05, 2026
Phoenix Wealth Advisors History Added to 3,424 416 0.16% 0.09% 488 +1,498 77.78% Q4 2025 Jan 22, 2026
Shum Financial Group, Inc. History Added to 3,421 416 0.3% 0.31% 489 +43 1.27% Q4 2025 Jan 15, 2026
Madison Wealth Partners, Inc History Reduced 3,400 413 0.08% 0.09% 490 -427 -11.16% Q4 2025 Feb 10, 2026
TrueWealth Advisors, LLC History No change 3,372 410 0.11% 0.11% 491 0 0.0% Q4 2025 Jan 07, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 3,350 407 0.37% — 494 +3,350 New Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 3,351 407 0.01% 0.01% 492 +1,228 57.84% Q4 2025 Feb 09, 2026
Perennial Investment Advisors, LLC History Reduced 3,350 407 0.03% 0.03% 493 -28 -0.83% Q4 2025 Feb 17, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 3,341 406 0.12% 0.13% 495 +16 0.48% Q4 2025 Feb 11, 2026
Compass Financial Services Inc History Added to 3,331 405 0.17% 0.15% 498 +488 17.16% Q4 2025 Feb 27, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 3,336 405 0.01% 0.01% 497 -275 -7.62% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Added to 3,338 405 0.06% 0.06% 496 +55 1.68% Q4 2025 Jan 23, 2026
FIDUCIARY TRUST CO History Added to 3,329 404 0.0% 0.0% 499 +695 26.39% Q4 2025 Feb 13, 2026
Sageworth Trust Co History No change 3,321 403 0.02% 0.02% 500 0 0.0% Q4 2025 Feb 03, 2026
Evelyn Partners Asset Management Ltd History No change 3,304 401 0.09% 0.09% 501 0 0.0% Q4 2025 Feb 13, 2026
Eagle Strategies LLC History Reduced 3,292 400 0.05% 0.07% 502 -860 -20.71% Q4 2025 Jan 23, 2026
OakTrust Wealth Advisors, LLC History New 3,278 398 0.37% — 504 +3,278 New Q4 2025 Feb 27, 2026
Alpha Omega Wealth Management LLC History No change 3,280 398 0.07% 0.07% 503 0 0.0% Q4 2025 Jan 22, 2026
FIFTH THIRD BANCORP History Added to 3,255 395 0.0% 0.0% 505 +276 9.26% Q4 2025 Feb 02, 2026
Cypress Wealth Services, LLC History Added to 3,224 392 0.05% 0.06% 506 +2 0.06% Q4 2025 Jan 14, 2026
TSFG, LLC History Reduced 3,195 389 0.06% 0.06% 508 -75 -2.29% Q4 2025 Feb 04, 2026
HANOVER ADVISORS INC History No change 3,199 389 0.15% 0.15% 507 0 0.0% Q4 2025 Feb 17, 2026
Interchange Capital Partners, LLC History No change 3,206 389 0.07% 0.08% 509 0 0.0% Q4 2025 Jan 30, 2026
TWO SIGMA SECURITIES, LLC History Reduced 3,188 387 0.05% 0.09% 510 -1,953 -37.99% Q4 2025 Feb 17, 2026
WBH ADVISORY INC History Added to 3,175 386 0.03% 0.03% 511 +10 0.32% Q4 2025 Jan 26, 2026
Washington Trust Advisors, Inc. History No change 3,182 386 0.03% 0.03% 512 0 0.0% Q4 2025 Feb 03, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 3,154 384 0.0% 0.01% 513 0 0.0% Q4 2025 Feb 10, 2026
Circle Wealth Management, LLC History New 3,144 382 0.01% — 514 +3,144 New Q4 2025 Feb 13, 2026
AMERIFLEX GROUP, INC. History Added to 3,103 377 0.2% 0.03% 515 +2,547 458.09% Q4 2025 Feb 18, 2026
Gateway Wealth Partners, LLC History Reduced 3,092 375 0.04% 0.06% 516 -554 -15.19% Q4 2025 Feb 11, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 3,090 375 0.26% 0.28% 517 +23 0.75% Q4 2025 Jan 23, 2026
Urban Wealth Management, LLC History New 3,079 374 0.35% — 519 +3,079 New Q4 2025 Jan 30, 2026
New England Private Wealth Advisors LLC History No change 3,077 374 0.05% 0.05% 518 0 0.0% Q4 2025 Feb 13, 2026
AlphaStar Capital Management, LLC History Reduced 3,073 373 0.03% 0.03% 520 -181 -5.56% Q4 2025 Feb 02, 2026
PFG Advisors History Reduced 3,064 372 0.02% 0.06% 521 -8,508 -73.52% Q4 2025 Jan 27, 2026
Vantage Financial Partners, LLC History Reduced 3,042 369 0.07% 0.08% 522 -29 -0.94% Q4 2025 Feb 03, 2026
SFMG, LLC History Added to 3,029 368 0.02% 0.03% 523 +25 0.83% Q4 2025 Feb 10, 2026
Citizens National Bank Trust Department History No change 3,025 367 0.06% 0.07% 524 0 0.0% Q4 2025 Jan 30, 2026
Quantum Portfolio Management LLC History Reduced 3,015 366 0.16% 0.29% 527 -4,845 -61.64% Q4 2025 Feb 12, 2026
BARRETT & COMPANY, INC. History Added to 3,015 366 0.12% 0.13% 525 +13 0.43% Q4 2025 Jan 28, 2026
Diversified Trust Co History No change 3,011 366 0.01% 0.01% 526 0 0.0% Q4 2025 Jan 09, 2026
CFM WEALTH PARTNERS LLC History Reduced 2,947 358 0.05% 0.05% 528 -67 -2.22% Q4 2025 Jan 27, 2026
Nicholas Hoffman & Company, LLC. History Added to 2,936 357 0.01% 0.01% 529 +16 0.55% Q4 2025 Feb 02, 2026
Gen-Wealth Partners Inc History No change 2,904 353 0.11% 0.12% 530 0 0.0% Q4 2025 Feb 13, 2026
TRUST CO OF VERMONT History Added to 2,836 344 0.01% 0.01% 531 +322 12.81% Q4 2025 Jan 16, 2026
ARS Wealth Advisors Group, LLC History Reduced 2,814 342 0.03% 0.03% 532 -62 -2.16% Q4 2025 Jan 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 2,804 341 0.07% 0.08% 534 +384 15.87% Q4 2025 Feb 13, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 2,805 341 0.2% 0.21% 533 0 0.0% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 2,770 336 0.0% 0.0% 535 -104 -3.62% Q4 2025 Jan 15, 2026
Integrity Advisory Solutions, LLC History Added to 2,746 333 0.05% 0.05% 537 +345 14.37% Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History Reduced 2,740 333 0.02% 0.02% 536 -21 -0.76% Q4 2025 Jan 14, 2026
Concentrum Wealth Management History Reduced 2,727 331 0.09% 0.11% 538 -384 -12.34% Q4 2025 Feb 04, 2026
GDS Wealth Management History Reduced 2,725 331 0.02% 0.02% 539 -56 -2.01% Q4 2025 Feb 02, 2026
Alpha Financial Partners, LLC History New 2,718 330 0.2% — 542 +2,718 New Q4 2025 Feb 10, 2026
HBW ADVISORY SERVICES LLC History Added to 2,720 330 0.04% 0.04% 541 +27 1.0% Q4 2025 Jan 23, 2026
SMITH, MOORE & CO. History No change 2,720 330 0.02% 0.03% 540 0 0.0% Q4 2025 Jan 23, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 2,710 329 0.02% 0.02% 543 -10 -0.37% Q4 2025 Jan 14, 2026
SYKON CAPITAL LLC History Added to 2,700 328 0.11% 0.09% 545 +458 20.43% Q4 2025 Feb 12, 2026
SageView Advisory Group, LLC History No change 2,703 328 0.01% 0.01% 544 0 0.0% Q4 2025 Feb 17, 2026
Dynamic Advisor Solutions LLC History Reduced 2,676 325 0.01% 0.01% 546 -349 -11.54% Q4 2025 Jan 09, 2026
Note Advisors, LLC History Added to 2,533 323 0.17% 0.18% 547 +25 1.0% Q4 2025 Feb 18, 2026
Shira Ridge Wealth Management History Reduced 2,636 320 0.13% 0.15% 548 -196 -6.92% Q4 2025 Jan 12, 2026
Main Street Financial Solutions, LLC History Added to 2,618 318 0.02% 0.02% 550 +495 23.32% Q4 2025 Feb 17, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,615 318 0.01% 0.02% 549 0 0.0% Q4 2025 Feb 11, 2026
Atlatl Advisers LLC History Reduced 2,613 317 0.12% 0.13% 551 -65 -2.43% Q4 2025 Feb 09, 2026
WealthBridge Capital Management, LLC History Added to 2,584 314 0.07% 0.07% 552 +1 0.04% Q4 2025 Jan 21, 2026
Allspring Global Investments Holdings, LLC History No change 2,554 312 0.0% 0.0% 553 0 0.0% Q4 2025 Jan 15, 2026
Financial Insights, Inc. History No change 2,527 307 0.1% 0.1% 554 0 0.0% Q4 2025 Mar 31, 2026
Betterment LLC History New 2,495 303 0.0% — 557 +2,495 New Q4 2025 Feb 12, 2026
Smith Salley Wealth Management History Added to 2,498 303 0.02% 0.02% 555 +22 0.89% Q4 2025 Jan 27, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,495 303 0.02% 0.02% 556 0 0.0% Q4 2025 Feb 02, 2026
Index Technologies Group LLC History New 2,482 301 0.31% — 558 +2,482 New Q4 2025 Feb 12, 2026
Hamrick Investment Counsel, llc History New 2,480 301 0.22% — 559 +2,480 New Q4 2025 Mar 31, 2026
Glen Eagle Advisors, LLC History No change 2,474 300 0.04% 0.04% 560 0 0.0% Q4 2025 Feb 13, 2026
Continuum Advisory, LLC History Reduced 2,459 299 0.03% 0.04% 561 -960 -28.08% Q4 2025 Feb 11, 2026
MEANS INVESTMENT CO., INC. History Reduced 2,453 298 0.03% 0.03% 562 -307 -11.12% Q4 2025 Jan 26, 2026
DEUTSCHE BANK AG\ History Reduced 2,430 295 0.0% 0.0% 563 -3,804 -61.02% Q4 2025 Feb 11, 2026
Essex Bank History No change 2,427 295 0.06% 0.07% 564 0 0.0% Q4 2025 Feb 02, 2026
Cornerstone Wealth Group, LLC History Added to 2,419 294 0.02% 0.02% 566 +65 2.76% Q4 2025 Jan 26, 2026
Summit Financial, LLC History Added to 2,424 294 0.0% 0.0% 565 +50 2.11% Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 2,405 292 0.01% 0.02% 567 -142 -5.58% Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Added to 2,385 290 0.01% 0.01% 568 +3 0.13% Q4 2025 Jan 16, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History New 2,380 289 0.03% — 569 +2,380 New Q4 2025 Feb 09, 2026
Kingdom Financial Group LLC. History New 2,367 287 0.09% — 571 +2,367 New Q4 2025 Feb 06, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History No change 2,365 287 0.14% 0.14% 570 0 0.0% Q4 2025 Jan 14, 2026
Retirement Planning Group, LLC History Reduced 2,353 286 0.01% 0.01% 572 -500 -17.53% Q4 2025 Feb 03, 2026
Gotham Asset Management, LLC History No change 2,328 283 0.0% 0.0% 573 0 0.0% Q4 2025 Feb 17, 2026
Tyche Wealth Partners LLC History Added to 2,312 281 0.04% 0.05% 574 +59 2.62% Q4 2025 Jan 23, 2026
Valued Retirements, Inc. History Added to 2,298 279 0.27% 0.3% 575 +4 0.17% Q4 2025 Feb 09, 2026
Gradient Investments LLC History Added to 2,294 278 0.0% 0.0% 576 +30 1.33% Q4 2025 Jan 08, 2026
Vertex Planning Partners, LLC History Reduced 2,283 277 0.06% 0.06% 577 -214 -8.57% Q4 2025 Feb 17, 2026
Bouchey Financial Group Ltd History New 2,275 276 0.02% — 578 +2,275 New Q4 2025 Jan 16, 2026
Bison Wealth, LLC History New 2,088 275 0.03% — 580 +2,088 New Q4 2025 Mar 24, 2026
Moors & Cabot, Inc. History Added to 2,262 275 0.01% 0.01% 579 +443 24.35% Q4 2025 Feb 10, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 2,246 273 0.0% 0.01% 581 -240 -9.65% Q4 2025 Jan 16, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 2,232 271 0.08% 0.08% 582 0 0.0% Q4 2025 Jan 29, 2026
Visionary Wealth Advisors History Added to 2,220 270 0.01% 0.01% 583 +8 0.36% Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History No change 2,227 270 0.04% 0.04% 584 0 0.0% Q4 2025 Apr 07, 2026
OneAscent Financial Services LLC History New 2,219 269 0.02% — 585 +2,219 New Q4 2025 Feb 11, 2026
WESBANCO BANK INC History No change 2,204 268 0.01% 0.01% 586 0 0.0% Q4 2025 Feb 03, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 2,198 267 0.01% 0.03% 587 -327 -12.95% Q4 2025 Feb 09, 2026
Verdence Capital Advisors LLC History Added to 2,197 267 0.02% 0.02% 588 +3 0.14% Q4 2025 Jan 29, 2026
BEACON FINANCIAL GROUP History New 2,194 266 0.03% — 589 +2,194 New Q4 2025 Apr 01, 2026
Chemistry Wealth Management LLC History No change 2,176 264 0.05% 0.05% 590 0 0.0% Q4 2025 Jan 06, 2026
Prime Capital Investment Advisors, LLC History Added to 2,167 263 0.0% 0.0% 591 +72 3.44% Q4 2025 Jan 21, 2026
Impact Partnership Wealth, LLC History New 2,161 262 0.03% — 592 +2,161 New Q4 2025 Feb 10, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 2,152 261 0.03% 0.04% 594 -425 -16.49% Q4 2025 Feb 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 2,148 261 0.02% 0.02% 593 +13 0.61% Q4 2025 Feb 10, 2026
Perfromance Wealth Partners, LLC History Reduced 2,127 258 0.01% 0.01% 595 -117 -5.21% Q4 2025 Jan 21, 2026
NWF Advisory Services Inc. History Reduced 2,124 258 0.03% 0.03% 596 -43 -1.98% Q4 2025 Mar 03, 2026
High Falls Advisors, Inc History Added to 2,096 254 0.05% 0.05% 597 +20 0.96% Q4 2025 Feb 18, 2026
MILLER HOWARD INVESTMENTS INC /NY History New 2,086 253 0.01% — 598 +2,086 New Q4 2025 Jan 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 2,076 252 0.01% 0.01% 599 -19 -0.91% Q4 2025 Jan 16, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 2,077 252 0.05% 0.05% 600 0 0.0% Q4 2025 Feb 09, 2026
Composition Wealth, LLC History New 2,070 251 0.0% — 601 +2,070 New Q4 2025 Feb 02, 2026
Harbor Group, Inc. History New 2,029 246 0.04% — 604 +2,029 New Q4 2025 Jan 12, 2026
Maridea Wealth Management LLC History Reduced 2,025 246 0.04% 0.04% 605 -13 -0.64% Q4 2025 Jan 08, 2026
Wilmington Savings Fund Society, FSB History No change 2,024 246 0.01% 0.01% 602 0 0.0% Q4 2025 Feb 12, 2026
Jackson Hole Capital Partners, LLC History No change 2,028 246 0.04% 0.04% 603 0 0.0% Q4 2025 Jan 30, 2026
MATHER GROUP, LLC. History Reduced 2,022 245 0.0% 0.0% 606 -31 -1.51% Q4 2025 Jan 13, 2026
CONSILIO WEALTH ADVISORS, LLC History New 2,011 244 0.07% — 609 +2,011 New Q4 2025 Mar 19, 2026
WBI INVESTMENTS, LLC History Reduced 2,009 244 0.06% 0.06% 607 -52 -2.52% Q4 2025 Feb 13, 2026
Marshall Financial Group, LLC History No change 2,010 244 0.05% 0.05% 608 0 0.0% Q4 2025 Jan 09, 2026
TopTier Wealth Management, LLC History New 1,954 237 0.16% — 611 +1,954 New Q4 2025 Feb 12, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 1,950 237 0.04% 0.04% 610 +2 0.1% Q4 2025 Jan 16, 2026
Huntleigh Advisors, Inc. History Added to 1,925 234 0.04% 0.04% 613 +39 2.07% Q4 2025 Jan 29, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 1,928 234 0.0% 0.0% 612 -20 -1.03% Q4 2025 Feb 12, 2026
Pettinga Financial Advisors LLC History New 1,900 231 0.04% — 614 +1,900 New Q4 2025 Feb 12, 2026
CreativeOne Wealth, LLC History Reduced 1,906 231 0.01% 0.01% 615 -466 -19.65% Q4 2025 Feb 13, 2026
Apollon Wealth Management, LLC History Reduced 1,901 231 0.0% 0.0% 616 -195 -9.3% Q4 2025 Jan 22, 2026
Accel Wealth Management History Added to 1,907 231 0.06% 0.06% 617 +157 8.97% Q4 2025 Jan 20, 2026
KTF INVESTMENTS, LLC History New 1,894 230 0.04% — 620 +1,894 New Q4 2025 Jan 30, 2026
Plan A Wealth LLC History Added to 1,893 230 0.11% 0.11% 619 +85 4.7% Q4 2025 Feb 06, 2026
San Luis Wealth Advisors LLC History Added to 1,898 230 0.04% 0.04% 618 +19 1.01% Q4 2025 Jan 26, 2026
Pines Wealth Management, LLC History Added to 1,876 228 0.07% 0.08% 621 +52 2.85% Q4 2025 Feb 02, 2026
Biltmore Family Office, LLC History New 1,871 227 0.03% — 622 +1,871 New Q4 2025 Feb 04, 2026
Midwestern Financial, LLC /IA History Reduced 1,871 227 0.19% 0.31% 623 -1,114 -37.32% Q4 2025 Feb 06, 2026
KELLY FINANCIAL GROUP LLC History No change 1,862 226 0.06% 0.06% 624 0 0.0% Q4 2025 Jan 23, 2026
Clearstead Trust, LLC History No change 1,865 226 0.04% 0.04% 625 0 0.0% Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 1,840 223 0.02% 0.02% 627 +68 3.84% Q4 2025 Feb 03, 2026
Rydar Equities, Inc. History Reduced 1,841 223 0.17% 0.18% 628 -14 -0.75% Q4 2025 Jan 21, 2026
Indiana Trust & Investment Management Co History No change 1,841 223 0.07% 0.07% 626 0 0.0% Q4 2025 Jan 21, 2026
Shared Vision Wealth Group LLC History Added to 1,722 222 0.09% 0.09% 629 +1 0.06% Q4 2025 Feb 11, 2026
SWMG, LLC History New 1,613 221 0.06% — 631 +1,613 New Q4 2025 Feb 10, 2026
Covenant Asset Management, LLC History Added to 1,823 221 0.03% 0.02% 630 +65 3.7% Q4 2025 Jan 30, 2026
Register Financial Advisors LLC History Added to 1,825 221 0.09% 0.09% 632 +14 0.77% Q4 2025 Jan 21, 2026
Realta Investment Advisors History Reduced 1,802 219 0.07% 0.08% 634 -81 -4.3% Q4 2025 Jan 20, 2026
Financial Engines Advisors L.L.C. History Added to 1,804 219 0.0% 0.0% 633 +39 2.21% Q4 2025 Feb 12, 2026
NOVEM GROUP History Added to 1,808 219 0.03% 0.03% 635 +33 1.86% Q4 2025 Jan 27, 2026
Meramec Financial Planners, LLC History New 1,597 218 0.08% — 637 +1,597 New Q4 2025 Feb 10, 2026
Salvus Wealth Management, LLC History No change 1,795 218 0.12% 0.12% 636 0 0.0% Q4 2025 Jan 12, 2026
Arta Finance Wealth Management LLC History New 1,789 217 0.11% — 640 +1,789 New Q4 2025 Jan 20, 2026
Fiduciary Alliance LLC History Reduced 1,785 217 0.01% 0.01% 639 -37 -2.03% Q4 2025 Jan 22, 2026
Southeast Asset Advisors, LLC History No change 1,790 217 0.02% 0.02% 638 0 0.0% Q4 2025 Feb 13, 2026
WealthPLAN Partners, LLC History Added to 1,783 216 0.03% 0.03% 641 +40 2.29% Q4 2025 Feb 12, 2026
Cascade Financial Partners, LLC History No change 1,780 216 0.02% 0.02% 642 0 0.0% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Added to 1,776 215 0.0% 0.01% 644 +235 15.25% Q4 2025 Feb 05, 2026
Dorsey & Whitney Trust CO LLC History No change 1,775 215 0.01% 0.01% 643 0 0.0% Q4 2025 Feb 11, 2026
CALTON & ASSOCIATES, INC. History Reduced 1,760 214 0.03% 0.03% 645 -76 -4.14% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Reduced 1,762 214 0.01% 0.01% 646 -1 -0.06% Q4 2025 Jan 20, 2026
WHITTIER TRUST CO History Reduced 1,754 213 0.0% 0.0% 647 -8 -0.45% Q4 2025 Jan 26, 2026
WHALEROCK POINT PARTNERS, LLC History No change 1,756 213 0.04% 0.04% 648 0 0.0% Q4 2025 Feb 13, 2026
Latitude Advisors, LLC History New 1,743 211 0.09% — 650 +1,743 New Q4 2025 Jan 27, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,739 211 0.0% — 649 +1,739 New Q4 2025 Feb 13, 2026
UPTICK PARTNERS, LLC History Added to 1,717 208 0.04% 0.05% 652 +8 0.47% Q4 2025 Feb 02, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 1,711 208 0.05% 0.05% 651 +1 0.06% Q4 2025 Jan 08, 2026
Keystone Wealth Services, LLC History Reduced 1,705 207 0.04% 0.05% 653 -9 -0.53% Q4 2025 Jan 26, 2026
Valued Wealth Advisors LLC History No change 1,709 207 0.09% 0.1% 654 0 0.0% Q4 2025 Jan 30, 2026
PDS Planning, Inc History Added to 1,699 206 0.01% 0.01% 655 +8 0.47% Q4 2025 Jan 26, 2026
Bryn Mawr Trust Advisors, LLC History New 1,678 204 0.01% — 656 +1,678 New Q4 2025 Feb 04, 2026
Beacon Financial Advisory LLC History Reduced 1,683 204 0.05% 0.05% 657 -193 -10.29% Q4 2025 Feb 17, 2026
Thrive Capital Management, LLC History Reduced 1,671 203 0.05% 0.07% 658 -430 -20.47% Q4 2025 Feb 09, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 1,665 202 0.0% 0.01% 660 -2,987 -64.21% Q4 2025 Feb 13, 2026
Strategic Financial Concepts, LLC History New 1,669 202 0.18% — 661 +1,669 New Q4 2025 Feb 09, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History New 1,668 202 0.0% — 659 +1,668 New Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History Added to 1,668 202 0.03% 0.02% 662 +189 12.78% Q4 2025 Feb 12, 2026
Storen Legacy Partners, LLC History New 1,656 201 0.06% — 664 +1,656 New Q4 2025 Mar 05, 2026
Abacus Planning Group, Inc. History No change 1,661 201 0.03% 0.03% 663 0 0.0% Q4 2025 Jan 16, 2026
Hilltop Holdings Inc. History Reduced 1,648 200 0.01% 0.01% 665 -131 -7.36% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History No change 1,478 179 0.0% 0.0% 666 0 0.0% Q4 2025 Feb 13, 2026
Dunhill Financial, LLC History Reduced 1,445 175 0.04% 0.1% 667 -1,698 -54.02% Q4 2025 Jan 29, 2026
CITIGROUP INC History Added to 1,360 165 0.0% 0.0% 668 +1,345 8966.67% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 1,346 163 0.01% 0.01% 669 -383 -22.15% Q4 2025 Feb 06, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 1,339 162 0.06% — 670 +1,339 New Q4 2025 Jan 20, 2026
ASSETMARK, INC History Added to 1,190 144 0.0% 0.0% 671 +329 38.21% Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History No change 1,166 141 0.02% 0.02% 672 0 0.0% Q4 2025 Feb 11, 2026
Triumph Capital Management History New 1,158 140 0.03% — 673 +1,158 New Q4 2025 Feb 12, 2026
Paladin Advisory Group, LLC History No change 1,159 140 0.1% 0.11% 674 0 0.0% Q4 2025 Jan 21, 2026
Nalls Sherbakoff Group, LLC History No change 1,150 139 0.1% 0.09% 675 0 0.0% Q4 2025 Mar 12, 2026
Capital Investment Advisory Services, LLC History Added to 1,080 131 0.01% 0.01% 676 +4 0.37% Q4 2025 Jan 21, 2026
Westfuller Advisors, LLC History Added to 1,036 125 0.05% 0.06% 677 +11 1.07% Q4 2025 Jan 21, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,012 123 0.01% 0.01% 678 -321 -24.08% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Reduced 1,012 123 0.0% 0.0% 679 -64 -5.95% Q4 2025 Feb 02, 2026
Golden State Wealth Management, LLC History Reduced 1,006 122 0.01% 0.02% 680 -428 -29.85% Q4 2025 Feb 13, 2026
New Republic Capital, LLC History No change 1,000 121 0.03% 0.04% 681 0 0.0% Q4 2025 Feb 10, 2026
Cheviot Value Management, LLC History Reduced 894 116 0.01% 0.01% 682 -35 -3.77% Q4 2025 Feb 03, 2026
Rosenberg Matthew Hamilton History No change 948 115 0.02% 0.03% 683 0 0.0% Q4 2025 Jan 05, 2026
EverSource Wealth Advisors, LLC History Added to 945 114 0.0% 0.0% 684 +619 189.88% Q4 2025 Feb 06, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 918 111 0.05% 0.05% 685 0 0.0% Q4 2025 Jan 26, 2026
CVA Family Office, LLC History No change 885 107 0.01% 0.01% 686 0 0.0% Q4 2025 Jan 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 835 101 0.01% 0.01% 687 0 0.0% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 822 99 0.0% 0.0% 689 +26 3.27% Q4 2025 Jan 16, 2026
HHM Wealth Advisors, LLC History No change 820 99 0.01% 0.01% 688 0 0.0% Q4 2025 Jan 22, 2026
Cornerstone Planning Group LLC History Added to 752 98 0.02% 0.01% 690 +7 0.94% Q4 2025 Feb 02, 2026
Nova Wealth Management, Inc. History Added to 783 95 0.07% 0.06% 691 +75 10.59% Q4 2025 Jan 14, 2026
Vermillion & White Wealth Management Group, LLC History Added to 780 94 0.05% 0.04% 692 +250 47.17% Q4 2025 Feb 18, 2026
LRI Investments, LLC History No change 720 87 0.01% 0.01% 693 0 0.0% Q4 2025 Feb 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 710 86 0.0% 0.0% 694 0 0.0% Q4 2025 Feb 10, 2026
Financial Connections Group, Inc. History No change 715 86 0.03% 0.03% 695 0 0.0% Q4 2025 Jan 23, 2026
North Star Investment Management Corp. History No change 700 85 0.01% 0.01% 696 0 0.0% Q4 2025 Jan 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 650 79 0.0% 0.0% 697 0 0.0% Q4 2025 Feb 12, 2026
Union Bancaire Privee, UBP SA History New 870 78 0.0% — 698 +870 New Q4 2025 Jan 05, 2026
Salomon & Ludwin, LLC History No change 625 76 0.01% 0.01% 699 0 0.0% Q4 2025 Jan 28, 2026
Ameritas Investment Partners, Inc. History Reduced 610 74 0.0% 0.0% 700 -35 -5.43% Q4 2025 Feb 11, 2026
Glassman Wealth Services History Added to 613 74 0.01% 0.01% 701 +7 1.16% Q4 2025 Jan 28, 2026
UMB Bank, n.a. History No change 605 73 0.0% 0.0% 702 0 0.0% Q4 2025 Feb 13, 2026
Key FInancial Inc History No change 573 69 0.01% 0.01% 703 0 0.0% Q4 2025 Feb 09, 2026
EASTERN BANK History No change 545 66 0.0% 0.0% 704 0 0.0% Q4 2025 Jan 14, 2026
Legacy Wealth Managment, LLC/ID History No change 542 65 0.03% 0.03% 705 0 0.0% Q4 2025 Feb 03, 2026
Tidemark, LLC History No change 534 64 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 495 60 0.0% 0.0% 707 +1 0.2% Q4 2025 Feb 06, 2026
MONTAG A & ASSOCIATES INC History No change 501 60 0.0% 0.0% 708 0 0.0% Q4 2025 Feb 02, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 487 59 0.04% 0.04% 710 +5 1.04% Q4 2025 Feb 10, 2026
Fortitude Family Office, LLC History No change 490 59 0.01% 0.02% 709 0 0.0% Q4 2025 Jan 15, 2026
True Wealth Design, LLC History No change 482 58 0.02% 0.02% 711 0 0.0% Q4 2025 Jan 08, 2026
OBSIDIAN CIO, LLC History Reduced 470 57 0.08% 0.07% 712 -4,156 -89.84% Q4 2025 Feb 18, 2026
Stephens Consulting, LLC History No change 474 57 0.02% 0.02% 713 0 0.0% Q4 2025 Jan 13, 2026
Retirement Wealth Solutions LLC History No change 461 56 0.04% 0.04% 714 0 0.0% Q4 2025 Jan 07, 2026
TOMPKINS FINANCIAL CORP History No change 450 54 0.0% 0.0% 715 0 0.0% Q4 2025 Jan 08, 2026
Harbor Asset Planning, Inc. History Added to 443 53 0.05% 0.05% 716 +4 0.91% Q4 2025 Jan 26, 2026
FIRST COMMUNITY TRUST NA History No change 435 52 0.04% 0.04% 717 0 0.0% Q4 2025 Jan 16, 2026
SYNTAX RESEARCH, INC. History Added to 415 50 0.03% 0.01% 720 +250 151.52% Q4 2025 Feb 02, 2026
Vermillion Wealth Management, Inc. History Added to 411 50 0.02% 0.01% 718 +4 0.98% Q4 2025 Feb 11, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 415 50 0.02% 0.02% 719 0 0.0% Q4 2025 Feb 06, 2026
MGB Wealth Management, LLC History No change 400 48 0.01% 0.01% 721 0 0.0% Q4 2025 Feb 17, 2026
YANKCOM Partnership History No change 400 48 0.02% 0.02% 722 0 0.0% Q4 2025 Jan 20, 2026
Westside Investment Management, Inc. History Reduced 387 47 0.01% 0.01% 723 -8 -2.03% Q4 2025 Jan 23, 2026
First Command Advisory Services, Inc. History No change 390 47 0.0% 0.0% 724 0 0.0% Q4 2025 Feb 11, 2026
Roxbury Financial LLC History Added to 357 43 0.04% 0.04% 725 +1 0.28% Q4 2025 Jan 05, 2026
Rossmore Private Capital History No change 350 42 0.0% 0.0% 726 0 0.0% Q4 2025 Feb 05, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 345 41 0.0% 0.0% 727 -155 -31.0% Q4 2025 Feb 13, 2026
Caitlin John, LLC History No change 345 41 0.03% 0.03% 728 0 0.0% Q4 2025 Feb 18, 2026
EQ WEALTH ADVISORS, LLC History New 328 39 0.02% — 730 +328 New Q4 2025 Feb 02, 2026
Banque Cantonale Vaudoise History No change 320 39 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 06, 2026
Avalon Trust Co History No change 300 36 0.0% 0.0% 731 0 0.0% Q4 2025 Feb 09, 2026
Russell Investments Group, Ltd. History Reduced 292 35 0.0% 0.0% 732 -11 -3.63% Q4 2025 Feb 17, 2026
CULLEN/FROST BANKERS, INC. History Added to 269 32 0.0% 0.0% 733 +2 0.75% Q4 2025 Feb 06, 2026
Financial Management Professionals, Inc. History No change 250 30 0.0% 0.0% 734 0 0.0% Q4 2025 Jan 27, 2026
Pinnacle Bancorp, Inc. History No change 250 30 0.01% 0.01% 735 0 0.0% Q4 2025 Jan 22, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 250 30 0.01% 0.01% 736 0 0.0% Q4 2025 Jan 23, 2026
Newbridge Financial Services Group, Inc. History Reduced 243 29 0.0% 0.08% 737 -3,908 -94.15% Q4 2025 Jan 21, 2026
Laurel Wealth Advisors LLC History New 234 28 0.0% — 738 +234 New Q4 2025 Jan 30, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 227 27 0.01% 0.01% 740 +3 1.34% Q4 2025 Jan 14, 2026
HUNTINGTON NATIONAL BANK History No change 224 27 0.0% 0.0% 739 0 0.0% Q4 2025 Feb 09, 2026
Community Bank, N.A. History No change 210 25 0.0% 0.0% 741 0 0.0% Q4 2025 Feb 04, 2026
EFG International AG History New 200 24 0.0% — 742 +200 New Q4 2025 Feb 17, 2026
Sound Income Strategies, LLC History Added to 179 22 0.0% 0.0% 743 +1 0.56% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 178 21 0.01% — 744 +178 New Q4 2025 Feb 09, 2026
Hanson & Doremus Investment Management History No change 164 20 0.0% 0.0% 745 0 0.0% Q4 2025 Jan 20, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 165 20 0.01% 0.01% 746 0 0.0% Q4 2025 Feb 12, 2026
Bear Mountain Capital, Inc. History Added to 155 19 0.01% 0.01% 748 +2 1.31% Q4 2025 Jan 22, 2026
Global Trust Asset Management, LLC History No change 159 19 0.01% 0.01% 747 0 0.0% Q4 2025 Jan 20, 2026
Plante Moran Financial Advisors, LLC History No change 150 18 0.0% 0.0% 749 0 0.0% Q4 2025 Feb 05, 2026
GAMMA Investing LLC History No change 146 17 0.0% 0.0% 750 0 0.0% Q4 2025 Jan 05, 2026
CENTRAL TRUST Co History No change 133 16 0.0% 0.0% 751 0 0.0% Q4 2025 Feb 02, 2026
Clarity Asset Management, Inc. History No change 130 15 0.01% 0.01% 752 0 0.0% Q4 2025 Feb 13, 2026
Seneschal Advisors, LLC History No change 130 15 0.01% 0.01% 753 0 0.0% Q4 2025 Feb 13, 2026
Grove Bank & Trust History No change 120 14 0.0% 0.0% 754 0 0.0% Q4 2025 Jan 08, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 116 14 0.0% 0.0% 755 0 0.0% Q4 2025 Jan 22, 2026
Smallwood Wealth Investment Management, LLC History New 109 13 0.01% — 759 +109 New Q4 2025 Jan 23, 2026
Rakuten Securities, Inc. History Reduced 113 13 0.0% 0.01% 760 -15 -11.72% Q4 2025 Jan 29, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 92 13 0.01% 0.01% 756 0 0.0% Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History No change 112 13 0.0% 0.0% 757 0 0.0% Q4 2025 Feb 12, 2026
Eukles Asset Management History No change 113 13 0.01% 0.01% 758 0 0.0% Q4 2025 Feb 09, 2026
Sankala Group LLC History New 91 12 0.01% — 763 +91 New Q4 2025 Mar 02, 2026
Root Financial Partners, LLC History Added to 105 12 0.0% 0.0% 762 +1 0.96% Q4 2025 Feb 10, 2026
Asset Dedication, LLC History No change 100 12 0.0% 0.0% 761 0 0.0% Q4 2025 Jan 26, 2026
Gleason Group, Inc. History New 96 11 0.0% — 764 +96 New Q4 2025 Jan 15, 2026
Providence Capital Advisors, LLC History Reduced 84 10 0.0% 0.0% 766 -21 -20.0% Q4 2025 Feb 12, 2026
HAZLETT, BURT & WATSON, INC. History Added to 78 10 0.0% 0.0% 765 +1 1.3% Q4 2025 Feb 10, 2026
Signature Resources Capital Management, LLC History Reduced 75 9 0.0% 0.08% 768 -1,144 -93.85% Q4 2025 Jan 21, 2026
Front Row Advisors LLC History No change 80 9 0.0% 0.0% 767 0 0.0% Q4 2025 Feb 12, 2026
REAP Financial Group, LLC History No change 75 9 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 10, 2026
Evelyn Partners Investment Management LLP History No change 80 9 0.0% 0.0% 770 0 0.0% Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 70 8 0.0% 0.02% 771 -713 -91.06% Q4 2025 Feb 12, 2026
Lodestone Wealth Management LLC History New 71 8 0.0% — 773 +71 New Q4 2025 Jan 15, 2026
Cape Investment Advisory, Inc. History New 67 8 0.0% — 772 +67 New Q4 2025 Feb 17, 2026
Birchwood Financial Partners, Inc. History New 63 7 0.01% — 778 +63 New Q4 2025 Feb 19, 2026
SIGNATUREFD, LLC History Added to 62 7 0.0% 0.0% 774 +1 1.64% Q4 2025 Jan 20, 2026
Roble, Belko & Company, Inc History No change 60 7 0.0% 0.0% 775 0 0.0% Q4 2025 Jan 12, 2026
Versant Capital Management, Inc History No change 58 7 0.0% 0.0% 776 0 0.0% Q4 2025 Jan 08, 2026
Physician Wealth Advisors, Inc. History No change 64 7 0.0% 0.0% 777 0 0.0% Q4 2025 Jan 29, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 50 6 0.0% 0.0% 779 0 0.0% Q4 2025 Jan 23, 2026
Aviso Financial Inc. History No change 52 6 0.0% 0.0% 780 0 0.0% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 44 5 0.0% 0.0% 781 0 0.0% Q4 2025 Feb 17, 2026
Miller Capital Partners, Inc. History New 40 4 0.0% — 784 +40 New Q4 2025 Feb 17, 2026
Benson Wealth Management INC History New 38 4 0.0% — 783 +38 New Q4 2025 Feb 12, 2026
Cherry Tree Wealth Management, LLC History No change 33 4 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 10, 2026
Navalign, LLC History New 25 3 0.0% — 788 +25 New Q4 2025 Feb 05, 2026
Silicon Valley Capital Partners History No change 31 3 0.0% 0.0% 785 0 0.0% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History No change 32 3 0.0% 0.0% 786 0 0.0% Q4 2025 Jan 20, 2026
Avion Wealth History No change 32 3 0.0% 0.0% 787 0 0.0% Q4 2025 Jan 23, 2026
Bernard Wealth Management Corp. History No change 26 3 0.0% 0.0% 789 0 0.0% Q4 2025 Jan 15, 2026
Strive Financial Group ,LLC History New 21 2 0.0% — 792 +21 New Q4 2025 Feb 18, 2026
MCGUIRE CAPITAL ADVISORS INC History New 19 2 0.0% — 794 +19 New Q4 2025 Feb 19, 2026
Acumen Wealth Advisors, LLC History New 18 2 0.0% — 791 +18 New Q4 2025 Feb 13, 2026
IFC & Insurance Marketing, Inc. History New 12 2 0.0% — 793 +12 New Q4 2025 Feb 12, 2026
Gould Capital, LLC History No change 18 2 0.0% 0.0% 790 0 0.0% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 13 1 0.0% 0.05% 797 -13,822 -99.91% Q4 2025 Feb 17, 2026
Advocate Investing Services LLC History New 15 1 0.0% — 799 +15 New Q4 2025 Feb 12, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 10 1 0.0% 0.0% 795 -10 -50.0% Q4 2025 Feb 13, 2026
DUNCKER STREETT & CO INC History No change 14 1 0.0% 0.0% 796 0 0.0% Q4 2025 Jan 27, 2026
Mountain Hill Investment Partners Corp. History No change 16 1 0.0% 0.0% 798 0 0.0% Q4 2025 Jan 26, 2026
Forefront Wealth Partners, LLC History Closed out 0 0 — 1.18% — -38,137 -100.0% Q3 2025 Oct 20, 2025