iSHARES TRUST - IBB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 6,552,158 1,105,807 0.08% 0.06% 1 +658,317 11.17% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 5,242,688 884,808 0.39% 0.24% 2 +1,521,992 40.91% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 3,204,126 540,760 0.03% 0.03% 3 +76,978 2.46% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,133,461 360,064 0.16% 0.15% 4 +218,066 11.38% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,475,007 248,936 0.35% 0.01% 5 +1,409,300 2144.82% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,223,050 206,414 0.06% 0.0% 6 +1,172,666 2327.46% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,204,046 203,206 0.02% 0.05% 7 -1,343,824 -52.74% Q4 2025 Mar 25, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,099,046 185,485 0.02% 0.01% 8 +358,484 48.41% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 994,311 167,809 0.05% 0.01% 9 +736,881 286.25% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 992,799 167,554 0.05% 0.02% 10 +589,033 145.88% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 918,049 154,939 0.03% 0.02% 11 -175,250 -16.03% Q4 2025 Jan 29, 2026
COMMERCE BANK History Added to 825,694 139,352 0.77% 0.47% 12 +238,768 40.68% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 756,426 127,661 0.02% 0.02% 13 +181,345 31.53% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 729,694 123,151 0.02% — 14 +729,694 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 671,941 113,403 0.03% 0.01% 15 +255,750 61.45% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 642,023 108,354 0.14% 0.01% 16 +614,582 2239.65% Q4 2025 Feb 02, 2026
WestEnd Advisors, LLC History New 629,667 106,275 2.47% — 17 +629,667 New Q4 2025 Jan 27, 2026
Janney Montgomery Scott LLC History Added to 619,550 104,562 0.24% 0.01% 18 +588,124 1871.46% Q4 2025 Feb 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 596,000 100,586 0.17% 0.2% 19 -154,000 -20.53% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 537,894 90,780 0.01% 0.01% 20 +74,321 16.03% Q4 2025 Feb 17, 2026
Calamos Advisors LLC History Added to 566,310 85,864 0.32% 0.25% 21 +45,990 8.84% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 438,551 74,014 0.01% 0.01% 22 -66,711 -13.2% Q4 2025 Feb 12, 2026
Affinity Asset Advisors, LLC History New 400,000 67,508 3.85% — 23 +400,000 New Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 348,057 58,741 0.0% 0.01% 24 -711,991 -67.17% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 324,982 54,847 0.03% 0.03% 25 +18,514 6.04% Q4 2025 Feb 06, 2026
Jefferies Financial Group Inc. History Reduced 300,458 50,708 0.26% 0.31% 26 -150,349 -33.35% Q4 2025 Feb 09, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 295,001 49,787 0.14% 0.09% 27 +56,901 23.9% Q4 2025 Feb 17, 2026
VICTORY CAPITAL MANAGEMENT INC History New 223,310 37,688 0.02% — 28 +223,310 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 223,032 37,641 0.07% 0.03% 29 +111,169 99.38% Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Added to 204,362 34,490 0.25% 0.0% 30 +202,269 9664.07% Q4 2025 Feb 13, 2026
PEAK6 LLC History Added to 204,200 34,462 0.06% 0.04% 31 +36,100 21.48% Q4 2025 Mar 12, 2026
Caption Management, LLC History Added to 199,000 33,585 0.23% 0.09% 32 +120,500 153.5% Q4 2025 Feb 17, 2026
Mirae Asset Global Investments Co., Ltd. History New 195,308 32,962 0.09% — 33 +195,308 New Q4 2025 Jan 26, 2026
STIFEL FINANCIAL CORP History Added to 155,420 26,231 0.02% 0.01% 34 +52,530 51.05% Q4 2025 Feb 13, 2026
McElhenny Sheffield Capital Management, LLC History New 150,503 25,400 6.18% — 35 +150,503 New Q4 2025 Jan 21, 2026
Rockefeller Capital Management L.P. History Added to 147,707 24,928 0.04% 0.04% 36 +21,052 16.62% Q4 2025 Mar 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 147,647 24,918 0.03% 0.03% 37 +7,963 5.7% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 123,572 20,855 0.02% 0.03% 38 +6,728 5.76% Q4 2025 Feb 13, 2026
ALBION FINANCIAL GROUP /UT History Reduced 119,737 20,208 1.26% 1.08% 39 -3,615 -2.93% Q4 2025 Jan 21, 2026
Cetera Investment Advisers History Added to 117,536 19,836 0.02% 0.01% 40 +56,888 93.8% Q4 2025 Feb 17, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 116,115 19,596 1.38% 1.28% 41 0 0.0% Q4 2025 Jan 14, 2026
AMERIPRISE FINANCIAL INC History Added to 115,576 19,492 0.0% 0.0% 42 +9,320 8.77% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 114,683 19,354 0.05% 0.03% 43 +48,289 72.73% Q4 2025 Feb 13, 2026
Erste Asset Management GmbH History Added to 102,330 17,270 0.15% 0.09% 44 +37,860 58.72% Q4 2025 Feb 11, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 99,148 16,733 0.01% 0.01% 45 -17,460 -14.97% Q4 2025 Feb 17, 2026
INVESTMENT HOUSE LLC History Reduced 97,917 16,525 0.79% 0.68% 46 -904 -0.91% Q4 2025 Feb 06, 2026
CANADA LIFE ASSURANCE Co History Added to 97,073 16,393 0.03% 0.02% 47 +1,249 1.3% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 92,901 15,690 0.02% 0.02% 48 -3,162 -3.29% Q4 2025 Feb 17, 2026
Cornerstone Advisors, LLC History New 89,020 15,023 0.5% — 49 +89,020 New Q4 2025 Feb 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History New 81,760 13,798 0.51% — 50 +81,760 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 80,461 13,579 0.08% 0.07% 51 +4,080 5.34% Q4 2025 Feb 13, 2026
NOMURA HOLDINGS INC History New 75,000 12,657 0.02% — 52 +75,000 New Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 74,029 12,493 0.03% 0.0% 53 +73,980 150979.59% Q4 2025 Jan 23, 2026
APPLETON PARTNERS INC/MA History Reduced 73,900 12,472 0.82% 0.72% 54 -13 -0.02% Q4 2025 Jan 09, 2026
Bronte Capital Management Pty Ltd. History Reduced 72,350 12,210 1.22% 4.07% 55 -209,072 -74.29% Q4 2025 Feb 03, 2026
Walleye Trading LLC History Added to 71,284 12,030 0.02% 0.01% 56 +41,714 141.07% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Added to 71,028 11,987 0.45% 0.02% 57 +67,012 1668.63% Q4 2025 Feb 17, 2026
FACTORY MUTUAL INSURANCE CO History No change 71,000 11,982 0.12% 0.1% 58 0 0.0% Q4 2025 Jan 23, 2026
HighTower Advisors, LLC History Added to 70,519 11,901 0.01% 0.01% 59 +18,479 35.51% Q4 2025 Feb 06, 2026
Cambridge Investment Research Advisors, Inc. History Added to 68,715 11,597 0.03% 0.02% 60 +11,065 19.19% Q4 2025 Feb 05, 2026
DAFNA Capital Management LLC History Reduced 68,095 11,492 2.67% 3.66% 61 -34,405 -33.57% Q4 2025 Feb 17, 2026
Creative Planning History Added to 67,618 11,411 0.01% 0.01% 62 +245 0.36% Q4 2025 Feb 17, 2026
CUMBERLAND ADVISORS INC History Reduced 64,233 10,840 4.11% 3.62% 63 -1,165 -1.78% Q4 2025 Feb 02, 2026
Hamilton Wealth, LLC History Added to 63,638 10,740 2.04% 1.01% 64 +30,051 89.47% Q4 2025 Feb 19, 2026
Corient Private Wealth LLC History Added to 565,467 10,490 0.01% 0.01% 65 +536,339 1841.32% Q4 2025 Mar 09, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 61,745 10,420 1.07% 0.94% 66 -595 -0.95% Q4 2025 Jan 30, 2026
Apella Capital, LLC History New 57,594 9,720 0.19% — 67 +57,594 New Q4 2025 Jan 21, 2026
Tradition Wealth Management, LLC History Added to 57,584 9,718 0.7% 0.61% 68 +178 0.31% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 57,545 9,711 0.01% — 69 +57,545 New Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 55,909 9,436 0.12% 0.11% 70 -1,249 -2.19% Q4 2025 Feb 10, 2026
Horizon Wealth Management, LLC History New 54,657 9,224 1.43% — 71 +54,657 New Q4 2025 Feb 04, 2026
Humankind Investments LLC History Added to 54,500 9,197 4.13% 0.15% 72 +50,000 1111.11% Q4 2025 Feb 17, 2026
NTV ASSET MANAGEMENT LLC History Added to 54,233 9,152 0.97% 0.84% 73 +825 1.54% Q4 2025 Jan 20, 2026
Accurate Wealth Management, LLC History Added to 53,016 9,139 1.16% 1.06% 74 +183 0.35% Q4 2025 Jan 14, 2026
BROWN ADVISORY INC History Reduced 54,012 9,115 0.01% 0.01% 75 -2,865 -5.04% Q4 2025 Feb 13, 2026
Virtue Capital Management, LLC History New 53,414 9,026 1.39% — 76 +53,414 New Q4 2025 Feb 18, 2026
Beacon Pointe Advisors, LLC History Added to 51,744 8,732 0.06% 0.05% 77 +10,545 25.6% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 47,882 8,080 0.01% 0.01% 78 +1,681 3.64% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History Added to 46,906 7,927 0.01% 0.0% 79 +46,806 46806.0% Q4 2025 Jan 15, 2026
Pictet Asset Management Holding SA History New 44,450 7,590 0.01% — 80 +44,450 New Q4 2025 Jan 29, 2026
Ocean Park Asset Management, LLC History New 43,823 7,396 0.35% — 81 +43,823 New Q4 2025 Jan 15, 2026
FORBES J M & CO LLP History Added to 43,700 7,375 0.6% 0.52% 82 +483 1.12% Q4 2025 Jan 21, 2026
NORDEN GROUP LLC History New 42,459 7,165 0.7% — 83 +42,459 New Q4 2025 Jan 13, 2026
DAVENPORT & Co LLC History Added to 42,428 7,160 0.04% 0.01% 84 +27,589 185.92% Q4 2025 Jan 12, 2026
SP Asset Management LLC History Reduced 42,335 7,144 0.56% 0.49% 85 -212 -0.5% Q4 2025 Jan 28, 2026
Kestra Advisory Services, LLC History Added to 42,306 7,140 0.03% 0.03% 86 +3,054 7.78% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Added to 42,244 7,130 0.01% 0.01% 87 +13,675 47.87% Q4 2025 Jan 09, 2026
MARVIN & PALMER ASSOCIATES INC History New 42,219 7,125 5.03% — 88 +42,219 New Q4 2025 Feb 11, 2026
NEVILLE RODIE & SHAW INC History Reduced 42,159 7,115 0.5% 0.44% 89 -170 -0.4% Q4 2025 Jan 06, 2026
Summit Financial, LLC History Added to 40,662 6,862 0.1% 0.04% 90 +22,507 123.97% Q4 2025 Feb 13, 2026
J. Goldman & Co LP History Added to 40,000 6,750 0.18% 0.07% 91 +20,000 100.0% Q4 2025 Feb 17, 2026
Sanctuary Advisors, LLC History Added to 39,769 6,711 0.04% 0.02% 92 +6,180 18.4% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 38,724 6,643 0.01% 0.01% 93 +3,410 9.66% Q4 2025 Jan 08, 2026
D. E. Shaw & Co., Inc. History New 39,244 6,623 0.0% — 94 +39,244 New Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 1,109 6,569 0.12% 0.14% 95 -5,460 -83.12% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 38,900 6,565 0.01% 0.01% 96 +6,719 20.88% Q4 2025 Feb 13, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 38,107 6,431 0.54% 0.5% 97 -1,092 -2.79% Q4 2025 Feb 09, 2026
Miller Investment Management, LP History Reduced 37,446 6,319 0.62% 1.11% 98 -39,221 -51.16% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 36,382 6,140 0.03% 0.03% 99 +2,435 7.17% Q4 2025 Feb 12, 2026
SSI INVESTMENT MANAGEMENT LLC History New 36,104 6,093 0.41% — 100 +36,104 New Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 35,961 6,069 0.0% 0.0% 101 +1,814 5.31% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 35,767 6,036 0.15% 0.12% 102 +4,054 12.78% Q4 2025 Jan 29, 2026
Concurrent Investment Advisors, LLC History Added to 35,689 6,023 0.07% 0.01% 103 +31,766 809.74% Q4 2025 Jan 29, 2026
Williams Jones Wealth Management, LLC. History Reduced 35,517 5,994 0.07% 0.06% 104 -468 -1.3% Q4 2025 Feb 13, 2026
BEARING POINT CAPITAL, LLC History Added to 35,454 5,983 0.94% 0.83% 105 +1,885 5.62% Q4 2025 Feb 10, 2026
Michelson Medical Research Foundation, Inc. History No change 35,095 5,922 5.94% 4.4% 106 0 0.0% Q4 2025 Feb 17, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 34,845 5,880 0.64% 0.42% 107 +7,918 29.41% Q4 2025 Jan 20, 2026
FIRST INTERSTATE BANK History Reduced 34,617 5,842 0.31% 0.28% 108 -766 -2.16% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History New 33,879 5,717 0.0% — 109 +33,879 New Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History New 33,500 5,653 0.01% — 110 +33,500 New Q4 2025 Feb 17, 2026
Colonial Trust Advisors History Reduced 33,386 5,634 0.42% 0.38% 111 -792 -2.32% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 33,117 5,589 0.01% 0.0% 112 +14,997 82.76% Q4 2025 Feb 13, 2026
Howard Capital Management Group, LLC History Reduced 32,552 5,493 0.35% 0.31% 113 -960 -2.86% Q4 2025 Jan 16, 2026
Florin Court Capital LLP History Reduced 30,100 5,079 7.07% 8.71% 114 -46,900 -60.91% Q4 2025 Feb 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 30,000 5,063 0.01% — 115 +30,000 New Q4 2025 Feb 17, 2026
Blume Capital Management, Inc. History Reduced 29,638 5,002 0.91% 1.4% 116 -21,437 -41.97% Q4 2025 Feb 05, 2026
STRATEGIC ADVISORY PARTNERS, LLC History New 29,235 4,933 4.09% — 117 +29,235 New Q4 2025 Mar 03, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 28,787 4,858 2.58% 2.31% 118 -8,042 -21.84% Q4 2025 Feb 12, 2026
Addison Capital Co History Added to 28,476 4,805 1.2% 0.23% 119 +23,143 433.96% Q4 2025 Feb 02, 2026
Crescent Grove Advisors, LLC History Reduced 28,398 4,792 0.44% 0.42% 120 -2,147 -7.03% Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 28,275 4,771 0.11% 0.09% 121 +2,646 10.32% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 32,638 4,739 0.01% 0.01% 122 +139 0.43% Q4 2025 Feb 10, 2026
Concord Investment Counsel Inc. History Reduced 27,520 4,644 1.51% 1.31% 123 -1,012 -3.55% Q4 2025 Feb 10, 2026
GTS SECURITIES LLC History Reduced 26,871 4,535 0.15% 0.22% 124 -12,328 -31.45% Q4 2025 Feb 13, 2026
Chesley Taft & Associates LLC History Added to 26,407 4,456 0.18% 0.16% 125 +990 3.9% Q4 2025 Jan 14, 2026
Private Advisor Group, LLC History Reduced 26,400 4,455 0.02% 0.02% 127 -4,340 -14.12% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 26,400 4,455 0.01% 0.01% 126 -1,082 -3.94% Q4 2025 Feb 12, 2026
ASSOCIATED BANC-CORP History Reduced 25,683 4,334 0.11% 0.14% 128 -10,169 -28.36% Q4 2025 Feb 06, 2026
SOL Capital Management CO History Reduced 25,286 4,268 0.38% 0.38% 129 -4,053 -13.81% Q4 2025 Jan 30, 2026
Snider Financial Group History Added to 25,000 4,219 1.12% 0.94% 130 +1,000 4.17% Q4 2025 Jan 21, 2026
NBT BANK N A /NY History Reduced 24,637 4,157 0.27% 0.23% 131 -318 -1.27% Q4 2025 Jan 23, 2026
Audent Global Asset Management, LLC History Added to 24,617 4,154 2.63% 2.35% 132 +2,231 9.97% Q4 2025 Mar 10, 2026
MARSHALL WACE, LLP History Reduced 24,045 4,058 0.0% 0.02% 133 -87,955 -78.53% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 23,913 4,035 0.0% 0.0% 134 +2,117 9.71% Q4 2025 Feb 17, 2026
Q3 Asset Management History New 23,686 3,999 0.92% — 135 +23,686 New Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History Added to 23,680 3,996 0.02% 0.0% 136 +22,182 1480.77% Q4 2025 Jan 27, 2026
Envestnet Portfolio Solutions, Inc. History New 23,563 3,976 0.01% — 137 +23,563 New Q4 2025 Feb 06, 2026
Kera Capital Partners, Inc. History New 23,052 3,974 0.49% — 138 +23,052 New Q4 2025 Feb 23, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 23,353 3,941 1.82% 1.52% 139 +871 3.87% Q4 2025 Jan 28, 2026
Equitable Holdings, Inc. History Added to 23,292 3,930 0.03% 0.02% 140 +7,805 50.4% Q4 2025 Feb 17, 2026
Analyst IMS Investment Management Services Ltd. History No change 23,207 3,917 0.11% 0.1% 141 0 0.0% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Added to 23,186 3,913 0.03% 0.02% 142 +6,414 38.24% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Reduced 22,980 3,878 0.06% 0.05% 143 -3,287 -12.51% Q4 2025 Feb 02, 2026
GLENMEDE TRUST CO NA History New 22,860 3,858 0.02% — 144 +22,860 New Q4 2025 Feb 17, 2026
COFG Advisors, LLC History New 22,616 3,816 0.94% — 145 +22,616 New Q4 2025 Feb 10, 2026
Volterra Technologies LP History Added to 22,500 3,797 0.38% 0.17% 146 +9,005 66.73% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 22,266 3,757 0.0% 0.0% 147 -4,212 -15.91% Q4 2025 Feb 10, 2026
HRT FINANCIAL LP History New 22,228 3,751 0.01% — 148 +22,228 New Q4 2025 Feb 12, 2026
Marion Wealth Management History Reduced 21,053 3,691 0.82% 0.73% 149 -128 -0.6% Q4 2025 Jan 26, 2026
FRG Family Wealth Advisors LLC History Reduced 21,459 3,621 0.56% 0.58% 150 -3,338 -13.46% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Added to 21,114 3,563 0.01% 0.01% 151 +254 1.22% Q4 2025 Feb 12, 2026
Midwest Professional Planners, LTD. History New 20,874 3,522 0.83% — 152 +20,874 New Q4 2025 Feb 06, 2026
MARTIN & CO INC /TN/ History Added to 20,749 3,501 0.6% 0.52% 153 +542 2.68% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 20,486 3,457 0.08% 0.07% 154 +1,424 7.47% Q4 2025 Feb 06, 2026
NORTHERN TRUST CORP History Added to 20,319 3,429 0.0% 0.0% 155 +1,897 10.3% Q4 2025 Feb 17, 2026
Fischer Financial Services, Inc. History Reduced 20,321 3,429 0.91% 0.8% 156 -149 -0.73% Q4 2025 Feb 06, 2026
Perkins Coie Trust Co History Reduced 19,675 3,320 0.62% 0.55% 157 -741 -3.63% Q4 2025 Jan 12, 2026
&PARTNERS History Added to 19,211 3,242 0.02% 0.01% 158 +3,462 21.98% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 18,849 3,181 0.01% 0.01% 159 -30 -0.16% Q4 2025 Jan 30, 2026
Columbus Macro, LLC History New 18,825 3,177 0.35% — 160 +18,825 New Q4 2025 Jan 15, 2026
Integrated Wealth Concepts LLC History Added to 18,743 3,163 0.04% 0.01% 161 +11,410 155.6% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Added to 18,728 3,160 0.08% 0.03% 162 +12,168 185.49% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 18,581 3,135 0.04% 0.03% 163 +4,887 35.69% Q4 2025 Feb 05, 2026
Coastal Bridge Advisors, LLC History Added to 18,559 3,132 0.23% 0.05% 164 +14,394 345.59% Q4 2025 Feb 18, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History Reduced 18,327 3,093 2.28% 1.97% 165 -438 -2.33% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 18,221 3,075 0.02% 0.01% 166 +12,810 236.74% Q4 2025 Feb 17, 2026
LEUTHOLD GROUP, LLC History Added to 18,188 3,069 0.33% 0.2% 167 +5,285 40.96% Q4 2025 Feb 05, 2026
Westside Investment Management, Inc. History Added to 17,970 3,033 0.49% 0.41% 168 +87 0.49% Q4 2025 Jan 23, 2026
ANDERSON HOAGLAND & CO History New 17,638 2,976 0.26% — 169 +17,638 New Q4 2025 Jan 05, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 17,386 2,934 0.07% 0.06% 170 -366 -2.06% Q4 2025 Feb 03, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 17,225 2,907 0.06% 0.02% 171 +10,717 164.67% Q4 2025 Feb 05, 2026
Destiny Wealth Partners, LLC History Reduced 16,294 2,865 0.33% 0.29% 172 -136 -0.83% Q4 2025 Feb 03, 2026
Kessler Investment Group, LLC History New 16,868 2,846 1.2% — 173 +16,868 New Q4 2025 Feb 03, 2026
Greenline Partners, LLC History No change 16,847 2,843 0.33% 0.3% 174 0 0.0% Q4 2025 Feb 17, 2026
ArchPoint Investors History No change 16,750 2,826 0.67% 0.66% 175 0 0.0% Q4 2025 Feb 13, 2026
Bank Pictet & Cie (Europe) AG History No change 16,280 2,747 0.05% 0.05% 176 0 0.0% Q4 2025 Jan 16, 2026
Atlantic Union Bankshares Corp History Reduced 16,273 2,746 0.05% 0.05% 177 -431 -2.58% Q4 2025 Feb 04, 2026
Avalon Trust Co History Reduced 16,225 2,738 0.18% 1.12% 178 -103,022 -86.39% Q4 2025 Feb 09, 2026
FMR LLC History Added to 16,011 2,708 0.0% 0.0% 179 +2,879 21.92% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 15,873 2,678 0.03% 0.0% 180 +14,316 919.46% Q4 2025 Feb 05, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 15,831 2,671 0.14% 0.04% 181 +10,426 192.9% Q4 2025 Jan 15, 2026
Global Retirement Partners, LLC History Added to 15,682 2,646 0.05% 0.05% 182 +298 1.94% Q4 2025 Feb 06, 2026
Advisory Services Network, LLC History Added to 15,457 2,608 0.04% 0.01% 183 +10,581 217.0% Q4 2025 Feb 17, 2026
Choate Investment Advisors History No change 15,352 2,590 0.05% 0.05% 184 0 0.0% Q4 2025 Feb 09, 2026
XTX Topco Ltd History Added to 15,292 2,580 0.07% 0.06% 185 +7,879 106.29% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 15,238 2,571 0.01% 0.01% 186 +1,008 7.08% Q4 2025 Feb 18, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 15,161 2,558 0.15% 0.13% 187 +268 1.8% Q4 2025 Jan 22, 2026
Walleye Capital LLC History New 15,097 2,547 0.01% — 188 +15,097 New Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 14,953 2,523 0.01% 0.0% 189 +8,871 145.86% Q4 2025 Feb 17, 2026
Central Pacific Bank - Trust Division History Added to 14,830 2,502 0.31% — 190 +14,825 296500.0% Q4 2025 Jan 07, 2026
Arcadia Wealth Management, Inc. History Reduced 14,739 2,487 1.43% 1.31% 191 -178 -1.19% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 14,730 2,485 0.01% 0.01% 192 +1,789 13.82% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Reduced 14,457 2,439 0.0% 0.0% 193 -725 -4.78% Q4 2025 Jan 30, 2026
WealthCare Investment Partners, LLC History Added to 14,356 2,426 0.71% 0.67% 194 +434 3.12% Q4 2025 Jan 06, 2026
Crestwood Advisors Group, LLC History Added to 14,211 2,398 0.04% 0.03% 195 +150 1.07% Q4 2025 Feb 03, 2026
1ST SOURCE BANK History Added to 14,195 2,395 0.13% 0.11% 196 +324 2.34% Q4 2025 Feb 05, 2026
FRANKLIN RESOURCES INC History No change 14,167 2,390 0.0% 0.0% 197 0 0.0% Q4 2025 Feb 11, 2026
FAS Wealth Partners, Inc. History Reduced 14,114 2,382 0.15% 0.14% 198 -169 -1.18% Q4 2025 Feb 18, 2026
Empirical Asset Management, LLC History Added to 14,032 2,368 0.67% 0.5% 199 +1,583 12.72% Q4 2025 Feb 06, 2026
Martin Capital Advisors, LLP History Reduced 14,019 2,366 1.39% 1.23% 200 -45 -0.32% Q4 2025 Jan 26, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 13,947 2,353 0.08% 0.07% 201 -590 -4.06% Q4 2025 Feb 13, 2026
Viewpoint Capital Management LLC History Added to 13,836 2,335 1.01% 0.81% 202 +1,106 8.69% Q4 2025 Feb 11, 2026
True Vision MN LLC History New 13,791 2,327 1.18% — 203 +13,791 New Q4 2025 Jan 14, 2026
CENTRAL TRUST Co History No change 13,742 2,319 0.05% 0.04% 204 0 0.0% Q4 2025 Feb 02, 2026
Parallax Volatility Advisers, L.P. History New 13,526 2,282 0.0% — 206 +13,526 New Q4 2025 Feb 17, 2026
VALICENTI ADVISORY SERVICES INC History Reduced 13,520 2,282 0.48% 0.43% 205 -405 -2.91% Q4 2025 Jan 16, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 13,367 2,255 0.17% 0.1% 207 +3,045 29.5% Q4 2025 Jan 23, 2026
Belpointe Asset Management LLC History Added to 13,326 2,249 0.08% 0.07% 208 +537 4.2% Q4 2025 Jan 27, 2026
FIFTH THIRD BANCORP History Added to 13,255 2,237 0.01% 0.01% 209 +40 0.3% Q4 2025 Feb 02, 2026
Intellectus Partners, LLC History Added to 13,148 2,219 0.43% 0.37% 210 +3 0.02% Q4 2025 Feb 10, 2026
New England Private Wealth Advisors LLC History Added to 13,072 2,206 0.27% 0.25% 211 +12 0.09% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 13,017 2,196 0.03% 0.03% 212 +521 4.17% Q4 2025 Feb 02, 2026
Main Street Financial Solutions, LLC History Added to 12,932 2,182 0.16% 0.08% 213 +4,238 48.75% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 12,924 2,181 0.0% 0.01% 214 -6,105 -32.08% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 12,895 2,176 0.0% 0.0% 215 +1,684 15.02% Q4 2025 Jan 30, 2026
Texas Yale Capital Corp. History No change 12,840 2,167 0.07% 0.06% 216 0 0.0% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 12,787 2,157 0.0% 0.0% 217 -274 -2.1% Q4 2025 Feb 18, 2026
SIG BROKERAGE, LP History New 12,500 2,109 0.07% — 218 +12,500 New Q4 2025 Feb 17, 2026
Eagle Strategies LLC History Reduced 12,286 2,073 0.26% 0.24% 219 -43 -0.35% Q4 2025 Jan 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 12,230 2,064 0.03% 0.02% 220 +2,713 28.51% Q4 2025 Jan 22, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 12,202 2,059 1.29% 1.16% 221 -1,200 -8.95% Q4 2025 Feb 12, 2026
Brookstone Capital Management History Added to 12,035 2,031 0.02% 0.01% 222 +5,735 91.03% Q4 2025 Jan 15, 2026
BTG Pactual Asset Management US LLC History Reduced 15,976 2,021 0.2% 0.1% 223 -578 -3.49% Q4 2025 Feb 17, 2026
BURNS J W & CO INC/NY History Reduced 11,964 2,019 0.22% 0.2% 224 -15 -0.13% Q4 2025 Jan 12, 2026
World Investment Advisors History Added to 11,853 2,000 0.03% 0.02% 225 +3,973 50.42% Q4 2025 Mar 12, 2026
Bank of New York Mellon Corp History Added to 11,844 1,998 0.0% 0.0% 226 +5,842 97.33% Q4 2025 Feb 10, 2026
BENJAMIN EDWARDS INC History Added to 11,725 1,978 0.02% 0.0% 227 +10,305 725.7% Q4 2025 Feb 02, 2026
BLAIR WILLIAM & CO/IL History Reduced 11,676 1,970 0.01% 0.0% 228 -166 -1.4% Q4 2025 Feb 17, 2026
WESBANCO BANK INC History No change 11,647 1,965 0.05% 0.05% 229 0 0.0% Q4 2025 Feb 03, 2026
Traynor Capital Management, Inc. History Added to 11,633 1,963 0.1% 0.09% 230 +355 3.15% Q4 2025 Jan 12, 2026
Bellwether Advisors, LLC History Reduced 11,622 1,961 0.31% 0.28% 231 -249 -2.1% Q4 2025 Feb 09, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 11,411 1,925 0.41% 0.34% 232 -2,701 -19.14% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Added to 11,374 1,919 0.08% 0.03% 233 +7,233 174.67% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Added to 11,334 1,912 0.05% 0.01% 234 +8,891 363.94% Q4 2025 Feb 02, 2026
Clark Capital Management Group, Inc. History New 11,321 1,910 0.01% — 235 +11,321 New Q4 2025 Feb 17, 2026
BNC WEALTH MANAGEMENT, LLC History New 11,182 1,887 0.48% — 236 +11,182 New Q4 2025 Jan 22, 2026
Arkadios Wealth Advisors History Added to 10,923 1,843 0.04% 0.03% 237 +3,536 47.87% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 10,903 1,842 0.01% — 238 +10,903 New Q4 2025 Feb 18, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 10,865 1,833 0.03% 0.02% 239 +955 9.64% Q4 2025 Feb 17, 2026
Arrowroot Family Office, LLC History Reduced 10,834 1,828 0.66% 0.7% 240 -1,244 -10.3% Q4 2025 Feb 11, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 10,830 1,827 0.13% 0.07% 241 +4,380 67.91% Q4 2025 Feb 12, 2026
Militia Capital Partners, LP History Reduced 10,800 1,822 0.69% 1.1% 242 -5,700 -34.55% Q4 2025 Feb 17, 2026
Novak & Powell Financial Services, Inc. History Reduced 10,783 1,819 0.95% 0.83% 243 -98 -0.9% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 10,375 1,750 0.01% 0.01% 244 +731 7.58% Q4 2025 Feb 12, 2026
SECURITY NATIONAL BANK OF SO DAK History Added to 10,228 1,726 0.85% 0.74% 245 +3 0.03% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 10,213 1,723 0.06% 0.05% 246 -399 -3.76% Q4 2025 Feb 13, 2026
GARRISON POINT ADVISORS, LLC History Reduced 10,203 1,721 0.76% 0.63% 247 -185 -1.78% Q4 2025 Feb 13, 2026
Finer Wealth Management, Inc. History Added to 10,072 1,699 0.82% 0.67% 248 +692 7.38% Q4 2025 Jan 21, 2026
Canton Hathaway, LLC History No change 9,961 1,681 0.32% 0.28% 249 0 0.0% Q4 2025 Jan 21, 2026
Cannell & Spears LLC History No change 9,930 1,675 0.03% 0.03% 250 0 0.0% Q4 2025 Feb 17, 2026
Blue Fin Capital, Inc. History No change 9,894 1,669 0.26% 0.22% 251 0 0.0% Q4 2025 Jan 23, 2026
Telos Capital Management, Inc. History Reduced 9,829 1,658 0.15% 0.15% 252 -972 -9.0% Q4 2025 Jan 22, 2026
WEXFORD CAPITAL LP History New 9,765 1,648 0.32% — 253 +9,765 New Q4 2025 Feb 13, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History Reduced 9,707 1,638 1.05% 0.92% 254 -52 -0.53% Q4 2025 Feb 13, 2026
RS CRUM INC. History No change 9,451 1,595 0.32% 0.3% 255 0 0.0% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 9,370 1,581 0.01% 0.01% 256 +483 5.43% Q4 2025 Feb 17, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 9,364 1,580 0.11% 0.09% 257 +519 5.87% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Reduced 9,336 1,575 0.02% 0.02% 258 -27 -0.29% Q4 2025 Feb 03, 2026
Mutual Advisors, LLC History Added to 9,317 1,572 0.03% 0.02% 259 +3,008 47.68% Q4 2025 Feb 02, 2026
FIL Ltd History Reduced 9,247 1,564 0.0% 0.0% 260 -2,303 -19.94% Q4 2025 Feb 17, 2026
White Lighthouse Investment Management Inc. History Reduced 9,271 1,564 0.22% 0.23% 261 -1,022 -9.93% Q4 2025 Feb 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 9,175 1,548 0.02% 0.02% 262 0 0.0% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 9,074 1,531 0.02% 0.01% 264 +3,681 68.26% Q4 2025 Jan 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 9,076 1,531 0.1% 0.09% 263 0 0.0% Q4 2025 Jan 23, 2026
Moors & Cabot, Inc. History Added to 9,041 1,525 0.07% 0.06% 265 +17 0.19% Q4 2025 Feb 10, 2026
Colonial Trust Co / SC History Reduced 9,002 1,519 0.2% 0.19% 266 -860 -8.72% Q4 2025 Feb 12, 2026
TUDOR INVESTMENT CORP ET AL History Added to 8,963 1,512 0.0% 4.32% 267 +2,513 38.96% Q4 2025 Feb 17, 2026
Acropolis Investment Management, LLC History Reduced 8,902 1,502 0.07% 0.06% 268 -24 -0.27% Q4 2025 Jan 14, 2026
VERITY Wealth Advisors History No change 8,898 1,501 0.93% 0.81% 269 0 0.0% Q4 2025 Jan 07, 2026
Stegent Equity Advisors, Inc. History New 8,845 1,492 1.16% — 270 +8,845 New Q4 2025 Jan 14, 2026
Wealthcare Advisory Partners LLC History Reduced 8,782 1,482 0.03% 0.03% 271 -31 -0.35% Q4 2025 Jan 14, 2026
RAELIPSKIE PARTNERSHIP History Reduced 8,760 1,478 0.62% 0.61% 272 -1,013 -10.37% Q4 2025 Feb 04, 2026
Biltmore Family Office, LLC History Reduced 8,704 1,468 0.2% 0.18% 273 -124 -1.4% Q4 2025 Feb 04, 2026
Capital Investment Advisors, LLC History Reduced 8,600 1,451 0.02% 0.02% 274 -69 -0.8% Q4 2025 Jan 13, 2026
City State Bank History Added to 8,582 1,448 0.4% 0.32% 275 +889 11.56% Q4 2025 Jan 28, 2026
Apollon Wealth Management, LLC History Reduced 8,456 1,427 0.02% 0.02% 276 -173 -2.0% Q4 2025 Jan 22, 2026
WorthPointe, LLC History New 8,440 1,424 0.37% — 277 +8,440 New Q4 2025 Jan 26, 2026
Busey Bank History No change 8,336 1,406 0.04% 0.03% 278 0 0.0% Q4 2025 Jan 27, 2026
Northstar Advisory Group, LLC History New 8,328 1,405 0.5% — 279 +8,328 New Q4 2025 Jan 15, 2026
Beaumont Financial Advisors, LLC History Reduced 8,307 1,401 0.09% 0.08% 280 -387 -4.45% Q4 2025 Jan 16, 2026
BigSur Wealth Management LLC History No change 8,250 1,392 0.34% 0.29% 281 0 0.0% Q4 2025 Jan 27, 2026
Chicago Partners Investment Group LLC History Added to 7,881 1,381 0.03% 0.03% 282 +8 0.1% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 8,015 1,352 0.0% 0.0% 283 +2,853 55.27% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 8,010 1,351 0.03% — 284 +8,010 New Q4 2025 Feb 13, 2026
OLD MISSION CAPITAL LLC History New 7,682 1,296 0.03% — 285 +7,682 New Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 7,537 1,271 0.04% 0.03% 286 +530 7.56% Q4 2025 Jan 06, 2026
Signature Wealth Management Partners, LLC History No change 7,520 1,269 0.63% 0.57% 287 0 0.0% Q4 2025 Feb 02, 2026
Tudor Financial Inc. History Added to 7,387 1,246 0.64% 0.22% 288 +4,497 155.61% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 7,339 1,238 0.01% 0.01% 289 +1,789 32.23% Q4 2025 Feb 06, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 7,340 1,238 0.07% 0.06% 290 -38 -0.52% Q4 2025 Feb 06, 2026
STEPHENS INC /AR/ History Added to 7,300 1,232 0.02% 0.01% 291 +1,988 37.42% Q4 2025 Feb 05, 2026
Shulman DeMeo Asset Management LLC History Reduced 7,302 1,232 0.28% 0.24% 292 -29 -0.4% Q4 2025 Jan 14, 2026
Aster Capital Management (DIFC) Ltd History Reduced 7,210 1,216 0.53% 0.96% 293 -6,000 -45.42% Q4 2025 Feb 17, 2026
Milestone Investment Advisors LLC History Added to 7,187 1,212 0.29% 0.26% 294 +5 0.07% Q4 2025 Feb 11, 2026
Endowment Wealth Management, Inc. History Added to 7,073 1,193 0.55% 0.38% 295 +1,208 20.6% Q4 2025 Feb 09, 2026
Focus Financial Network, Inc. History Reduced 7,071 1,193 0.04% 0.04% 296 -102 -1.42% Q4 2025 Jan 12, 2026
FLOW TRADERS U.S. LLC History Reduced 7,007 1,183 0.04% 0.18% 297 -23,069 -76.7% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Added to 7,000 1,181 0.04% 0.02% 298 +797 12.85% Q4 2025 Feb 10, 2026
EP Wealth Advisors, LLC History New 6,903 1,165 0.01% — 299 +6,903 New Q4 2025 Feb 18, 2026
IEQ CAPITAL, LLC History Reduced 6,821 1,151 0.0% 0.0% 300 -649 -8.69% Q4 2025 Feb 13, 2026
JGP Global Gestao de Recursos Ltda. History New 6,807 1,148 0.68% — 301 +6,807 New Q4 2025 Jan 26, 2026
FIDUCIARY TRUST CO History Reduced 6,680 1,127 0.01% 0.01% 302 -160 -2.34% Q4 2025 Feb 13, 2026
Magnus Financial Group LLC History Added to 6,668 1,125 0.09% 0.07% 303 +616 10.18% Q4 2025 Jan 07, 2026
O'ROURKE & COMPANY, Inc History Added to 6,653 1,122 0.44% 0.38% 304 +357 5.67% Q4 2025 Jan 28, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 6,615 1,116 0.02% 0.02% 305 -62 -0.93% Q4 2025 Feb 06, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 6,581 1,110 0.72% 0.67% 306 +57 0.87% Q4 2025 Jan 26, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 6,561 1,107 0.01% 0.01% 307 +349 5.62% Q4 2025 Jan 29, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 6,557 1,106 0.05% 0.04% 308 -212 -3.13% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Added to 6,548 1,105 0.01% 0.01% 309 +1,033 18.73% Q4 2025 Jan 20, 2026
PARK AVENUE SECURITIES LLC History New 6,509 1,099 0.01% — 310 +6,509 New Q4 2025 Jan 05, 2026
WEBSTER BANK, N. A. History Added to 6,476 1,092 0.1% 0.09% 311 +62 0.97% Q4 2025 Jan 23, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 6,365 1,074 0.02% 0.02% 312 -471 -6.89% Q4 2025 Jan 13, 2026
PROFFITT & GOODSON INC History Reduced 6,357 1,072 0.15% 0.15% 313 -651 -9.29% Q4 2025 Jan 27, 2026
Essex Financial Services, Inc. History Added to 6,312 1,065 0.06% 0.05% 314 +6 0.1% Q4 2025 Feb 10, 2026
Sigma Planning Corp History Added to 6,265 1,057 0.03% 0.02% 315 +1,386 28.41% Q4 2025 Jan 30, 2026
Pathstone Holdings, LLC History New 6,236 1,052 0.0% — 316 +6,236 New Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 6,215 1,048 0.05% 0.02% 317 +3,739 151.01% Q4 2025 Feb 12, 2026
SteelPeak Wealth, LLC History Reduced 6,189 1,044 0.03% 0.03% 318 -246 -3.82% Q4 2025 Jan 20, 2026
CWM, LLC History Reduced 6,174 1,042 0.0% 0.0% 319 -209 -3.27% Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History Added to 6,157 1,039 0.01% 0.01% 320 +3,748 155.58% Q4 2025 Feb 06, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 6,125 1,033 0.02% 0.02% 321 0 0.0% Q4 2025 Feb 02, 2026
Modera Wealth Management, LLC History Added to 6,090 1,027 0.01% 0.01% 322 +25 0.41% Q4 2025 Jan 21, 2026
HBW ADVISORY SERVICES LLC History New 6,084 1,026 0.11% — 323 +6,084 New Q4 2025 Jan 23, 2026
Wealthspire Advisors, LLC History Reduced 6,054 1,021 0.01% 0.0% 324 -307 -4.83% Q4 2025 Feb 13, 2026
Raleigh Capital Management Inc. History New 6,043 1,019 0.37% — 325 +6,043 New Q4 2025 Jan 21, 2026
Markin Volterra Fund LP History New 6,035 1,018 1.85% — 326 +6,035 New Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History New 5,915 998 0.27% — 327 +5,915 New Q4 2025 Feb 09, 2026
Ascent Group, LLC History Added to 5,909 997 0.03% 0.02% 329 +1,262 27.16% Q4 2025 Jan 20, 2026
Snowden Capital Advisors LLC History Added to 5,910 997 0.03% 0.02% 328 +71 1.22% Q4 2025 Feb 17, 2026
HARRELL INVESTMENT PARTNERS, LLC History New 5,895 994 0.23% — 330 +5,895 New Q4 2025 Jan 15, 2026
Summit Trail Advisors, LLC History No change 5,760 972 0.02% 0.01% 331 0 0.0% Q4 2025 Feb 17, 2026
MEANS INVESTMENT CO., INC. History Reduced 5,754 971 0.08% 0.08% 332 -323 -5.32% Q4 2025 Jan 26, 2026
D.A. DAVIDSON & CO. History Reduced 5,749 970 0.01% 0.01% 333 -7,952 -58.04% Q4 2025 Jan 29, 2026
Sound View Wealth Advisors Group, LLC History Reduced 5,712 963 0.06% 0.06% 334 -567 -9.03% Q4 2025 Jan 08, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 5,669 956 0.07% 0.02% 335 +3,417 151.73% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History Reduced 5,643 952 0.01% 0.01% 336 -1,275 -18.43% Q4 2025 Jan 26, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,628 949 0.01% 0.0% 337 0 0.0% Q4 2025 Feb 12, 2026
Aprio Wealth Management, LLC History Reduced 5,597 944 0.05% 0.09% 338 -389 -6.5% Q4 2025 Jan 29, 2026
BAILARD, INC. History No change 5,563 938 0.02% 0.02% 339 0 0.0% Q4 2025 Feb 04, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 5,540 934 0.13% 0.07% 340 +2,625 90.05% Q4 2025 Feb 17, 2026
Cassaday & Co Wealth Management LLC History Added to 5,536 934 0.02% 0.02% 341 +30 0.54% Q4 2025 Feb 03, 2026
Hilltop Holdings Inc. History New 5,515 930 0.06% — 342 +5,515 New Q4 2025 Feb 17, 2026
HARMONY ASSET MANAGEMENT LLC History New 5,502 928 0.31% — 344 +5,502 New Q4 2025 Feb 06, 2026
Knott David M Jr History Added to 5,500 928 0.43% 0.26% 343 +1,000 22.22% Q4 2025 Feb 12, 2026
KKM Financial LLC History New 5,456 920 0.16% — 345 +5,456 New Q4 2025 Feb 18, 2026
OneDigital Investment Advisors LLC History Reduced 5,420 914 0.01% 0.01% 346 -259 -4.56% Q4 2025 Feb 13, 2026
Sharper & Granite LLC History Reduced 5,409 912 0.32% 0.3% 347 -365 -6.32% Q4 2025 Jan 27, 2026
CIBC WORLD MARKET INC. History Added to 5,378 907 0.0% 0.0% 348 +1,391 34.89% Q4 2025 Feb 10, 2026
Cladis Investment Advisory, LLC History Reduced 5,375 907 0.5% 0.45% 349 -50 -0.92% Q4 2025 Feb 13, 2026
DEARBORN PARTNERS LLC History Added to 5,361 904 0.05% 0.03% 350 +278 5.47% Q4 2025 Feb 11, 2026
CALTON & ASSOCIATES, INC. History Reduced 5,335 900 0.13% 0.12% 351 -169 -3.07% Q4 2025 Feb 10, 2026
Clarity Wealth Advisors, LLC History Reduced 5,211 879 0.18% 0.19% 352 -657 -11.2% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History New 5,107 861 0.01% — 353 +5,107 New Q4 2025 Jan 27, 2026
Evolution Wealth Advisors, LLC History Reduced 5,067 855 0.09% 0.1% 354 -250 -4.7% Q4 2025 Jan 12, 2026
VestGen Advisors, LLC History Added to 5,065 854 0.04% 0.02% 355 +1,829 56.52% Q4 2025 Feb 17, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 5,010 845 0.04% 0.02% 356 +2,590 107.02% Q4 2025 Jan 26, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 4,916 829 0.06% 0.05% 357 +30 0.61% Q4 2025 Feb 04, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 4,901 827 0.01% 0.02% 358 -2,026 -29.25% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Reduced 4,788 819 0.01% 0.01% 359 -52 -1.07% Q4 2025 Jan 26, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 4,845 817 0.06% 0.05% 361 +30 0.62% Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 4,846 817 0.0% 0.0% 360 0 0.0% Q4 2025 Feb 10, 2026
RWA WEALTH PARTNERS, LLC History Reduced 4,830 815 0.01% 0.01% 363 -13 -0.27% Q4 2025 Feb 12, 2026
Haverford Trust Co History Reduced 4,830 815 0.01% 0.01% 362 -6 -0.12% Q4 2025 Feb 13, 2026
Keystone Wealth Services, LLC History New 4,823 813 0.17% — 364 +4,823 New Q4 2025 Jan 26, 2026
Harbour Capital Advisors, LLC History Reduced 4,778 807 0.16% 0.17% 365 -725 -13.17% Q4 2025 Jan 07, 2026
Principle Wealth Partners LLC History No change 4,781 806 0.05% 0.04% 366 0 0.0% Q4 2025 Feb 06, 2026
AlphaCore Capital LLC History Added to 4,718 796 0.02% 0.0% 367 +3,891 470.5% Q4 2025 Feb 05, 2026
Legacy Edge Advisors, LLC History New 4,705 794 0.09% — 368 +4,705 New Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Added to 4,699 793 0.01% 0.0% 370 +66 1.42% Q4 2025 Jan 28, 2026
TCV Trust & Wealth Management, Inc. History No change 4,702 793 0.06% 0.06% 369 0 0.0% Q4 2025 Jan 23, 2026
Advantage Trust Co History No change 4,677 789 0.36% 0.3% 371 0 0.0% Q4 2025 Jan 29, 2026
SMITH, MOORE & CO. History No change 4,675 788 0.06% 0.05% 372 0 0.0% Q4 2025 Jan 23, 2026
Maxele Advisors, LLC History Reduced 4,652 785 0.64% 0.58% 373 -18 -0.39% Q4 2025 Feb 05, 2026
EVOKE WEALTH, LLC History Added to 4,624 780 0.01% 0.01% 374 +650 16.36% Q4 2025 Feb 06, 2026
Sovereign Financial Group, Inc. History Reduced 4,614 778 0.13% 0.13% 375 -94 -2.0% Q4 2025 Jan 07, 2026
Prime Capital Investment Advisors, LLC History Reduced 4,588 774 0.01% 0.01% 376 -730 -13.73% Q4 2025 Jan 21, 2026
DECISION INVESTMENTS, INC History New 4,546 767 0.84% — 377 +4,546 New Q4 2025 Feb 17, 2026
Allworth Financial LP History New 4,504 760 0.0% — 378 +4,504 New Q4 2025 Feb 05, 2026
HOEY INVESTMENTS, INC History Added to 4,508 760 0.1% 0.0% 379 +4,273 1818.3% Q4 2025 Jan 28, 2026
Meridian Wealth Management, LLC History Reduced 4,476 755 0.03% 0.03% 380 -60 -1.32% Q4 2025 Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 4,441 749 0.01% 0.01% 381 -161 -3.5% Q4 2025 Feb 12, 2026
Realta Investment Advisors History Reduced 4,397 742 0.24% 0.22% 383 -87 -1.94% Q4 2025 Jan 20, 2026
ROTHSCHILD INVESTMENT LLC History No change 4,400 742 0.04% 0.04% 382 0 0.0% Q4 2025 Feb 10, 2026
CWA Asset Management Group, LLC History Reduced 4,370 737 0.03% 0.02% 384 -168 -3.7% Q4 2025 Jan 07, 2026
PFG Investments, LLC History Reduced 4,329 730 0.03% 0.03% 385 -9 -0.21% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Reduced 4,304 726 0.0% 0.0% 386 -10 -0.23% Q4 2025 Feb 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History New 4,261 719 0.27% — 387 +4,261 New Q4 2025 Jan 21, 2026
Simplicity Wealth,LLC History New 4,232 714 0.04% — 388 +4,232 New Q4 2025 Jan 30, 2026
BlackRock, Inc. History Added to 4,217 711 0.0% 0.0% 389 +678 19.16% Q4 2025 Feb 12, 2026
Navis Wealth Advisors, LLC History Added to 4,206 709 0.3% 0.45% 390 +5 0.12% Q4 2025 Feb 13, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 4,200 708 0.07% 0.06% 391 0 0.0% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,174 704 0.01% 0.01% 392 0 0.0% Q4 2025 Feb 13, 2026
HEADINVEST, LLC History No change 4,176 704 0.14% 0.12% 393 0 0.0% Q4 2025 Feb 02, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 4,146 699 0.3% 0.29% 394 -17 -0.41% Q4 2025 Feb 13, 2026
My Personal CFO, LLC History New 4,140 698 0.29% — 395 +4,140 New Q4 2025 Jan 15, 2026
Fort Sheridan Advisors LLC History No change 4,133 697 0.09% 0.08% 396 0 0.0% Q4 2025 Feb 10, 2026
DV Trading LLC History New 4,020 678 0.02% — 397 +4,020 New Q4 2025 Feb 17, 2026
Massachusetts Wealth Management History Added to 4,015 677 0.32% 0.23% 398 +762 23.42% Q4 2025 Jan 26, 2026
Squarepoint Ops LLC History Reduced 4,000 675 0.0% 0.01% 400 -33,553 -89.35% Q4 2025 Feb 13, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History New 4,000 675 0.99% — 399 +4,000 New Q4 2025 Feb 09, 2026
WEDBUSH SECURITIES INC History Added to 3,995 674 0.02% 0.01% 401 +1,799 81.92% Q4 2025 Feb 12, 2026
Core Wealth Partners LLC History Added to 3,988 673 0.3% 0.26% 402 +1 0.03% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Reduced 3,983 672 0.03% 0.03% 403 -33 -0.82% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History New 3,939 664 0.01% — 404 +3,939 New Q4 2025 Jan 23, 2026
Stratos Wealth Advisors, LLC History Reduced 3,935 664 0.03% 0.03% 405 -51 -1.28% Q4 2025 Jan 20, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 3,929 663 0.03% 0.01% 406 +1,990 102.63% Q4 2025 Jan 21, 2026
Ameritas Advisory Services, LLC History Added to 3,924 662 0.02% 0.01% 407 +3,179 426.71% Q4 2025 Feb 04, 2026
Clear Harbor Asset Management, LLC History Added to 3,905 659 0.04% 0.04% 408 +350 9.85% Q4 2025 Feb 10, 2026
Sepio Capital, LP History New 3,885 655 0.04% — 409 +3,885 New Q4 2025 Feb 12, 2026
ICICI Prudential Asset Management Co Ltd History No change 3,877 654 0.08% 0.06% 410 0 0.0% Q4 2025 Feb 12, 2026
CHELSEA COUNSEL CO History Reduced 3,800 641 0.28% 0.25% 411 -30 -0.78% Q4 2025 Feb 24, 2026
WATERS PARKERSON & CO., LLC History No change 3,700 624 0.03% 0.03% 412 0 0.0% Q4 2025 Feb 12, 2026
Krilogy Financial LLC History Reduced 3,538 622 0.02% 0.02% 413 -54 -1.5% Q4 2025 Jan 27, 2026
OpenArc Corporate Advisory, LLC History New 3,683 621 0.01% — 414 +3,683 New Q4 2025 Feb 13, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 3,665 618 0.0% 0.0% 415 -210 -5.42% Q4 2025 Feb 13, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 3,643 614 0.07% 0.06% 416 -209 -5.43% Q4 2025 Jan 09, 2026
Caprock Group, LLC History Added to 3,614 610 0.01% 0.01% 417 +61 1.72% Q4 2025 Jan 28, 2026
Creekside Partners History Added to 3,616 610 0.26% 0.23% 418 +2 0.06% Q4 2025 Feb 13, 2026
MIDDLETON & CO INC/MA History No change 3,600 607 0.06% 0.06% 419 0 0.0% Q4 2025 Jan 29, 2026
MAGNOLIA CAPITAL ADVISORS LLC History New 3,588 605 0.13% — 420 +3,588 New Q4 2025 Feb 13, 2026
Capstone Wealth Management Group LLC History Added to 3,579 604 0.37% 0.31% 421 +175 5.14% Q4 2025 Jan 09, 2026
Tyche Wealth Partners LLC History Added to 3,571 602 0.1% 0.08% 423 +275 8.34% Q4 2025 Jan 23, 2026
Bigelow Investment Advisors, LLC History Added to 3,572 602 0.24% 0.2% 422 +74 2.12% Q4 2025 Jan 28, 2026
Triumph Capital Management History Reduced 3,550 599 0.13% 0.15% 424 -329 -8.48% Q4 2025 Feb 12, 2026
Midwest Trust Co History Added to 3,551 599 0.01% 0.01% 425 +229 6.89% Q4 2025 Feb 04, 2026
Nikulski Financial, Inc. History New 3,522 594 0.14% — 426 +3,522 New Q4 2025 Jan 15, 2026
Coastwise Capital Group, LLC History Added to 3,523 594 0.3% 0.36% 427 +2 0.06% Q4 2025 Feb 12, 2026
Community Financial Services Group, LLC History No change 3,514 593 0.11% 0.09% 428 0 0.0% Q4 2025 Jan 15, 2026
Hennion & Walsh Asset Management, Inc. History No change 3,510 592 0.02% 0.02% 429 0 0.0% Q4 2025 Jan 14, 2026
Chemistry Wealth Management LLC History No change 3,486 588 0.11% 0.1% 430 0 0.0% Q4 2025 Jan 06, 2026
KFG WEALTH MANAGEMENT, LLC History Added to 3,480 587 0.08% 0.06% 431 +533 18.09% Q4 2025 Jan 21, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 3,478 586 0.0% 0.0% 433 +10 0.29% Q4 2025 Feb 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 3,475 586 0.08% 0.07% 432 +3 0.09% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Added to 3,459 583 0.0% 0.0% 434 +119 3.56% Q4 2025 Feb 03, 2026
Andrews Advisory Associates, LLC History New 3,436 579 0.31% — 435 +3,436 New Q4 2025 Feb 18, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 3,423 577 0.28% 0.29% 436 -674 -16.45% Q4 2025 Feb 05, 2026
Abbot Financial Management, Inc. History Reduced 3,419 577 0.24% 0.21% 437 -25 -0.73% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 3,412 575 0.01% 0.01% 438 +239 7.53% Q4 2025 Jan 13, 2026
Glassman Wealth Services History No change 3,397 573 0.08% 0.07% 439 0 0.0% Q4 2025 Jan 28, 2026
Kelman-Lazarov, Inc. History Added to 3,394 572 0.08% 0.07% 440 +1 0.03% Q4 2025 Jan 26, 2026
TWO SIGMA SECURITIES, LLC History New 3,373 569 0.08% — 441 +3,373 New Q4 2025 Feb 17, 2026
Pines Wealth Management, LLC History Added to 3,341 563 0.18% 0.16% 442 +84 2.58% Q4 2025 Feb 02, 2026
Kesler, Norman & Wride, LLC History New 3,335 562 0.1% — 443 +3,335 New Q4 2025 Feb 10, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,312 558 0.15% 0.27% 444 -5,342 -61.73% Q4 2025 Feb 12, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 3,300 556 0.0% 0.0% 445 0 0.0% Q4 2025 Jan 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 3,707 549 0.01% 0.01% 446 -202 -5.17% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 3,235 546 0.01% 0.01% 447 +34 1.06% Q4 2025 Feb 09, 2026
Thayer Partners, LLC / MA History New 3,203 540 0.26% — 448 +3,203 New Q4 2025 Feb 05, 2026
NorthCrest Asset Manangement, LLC History Reduced 3,221 539 0.01% 0.01% 450 -79 -2.39% Q4 2025 Jan 08, 2026
Ellis Investment Partners, LLC History Reduced 3,196 539 0.09% 0.08% 449 -44 -1.36% Q4 2025 Feb 02, 2026
HSBC HOLDINGS PLC History New 3,158 533 0.0% — 451 +3,158 New Q4 2025 Mar 20, 2026
FineMark National Bank & Trust History Added to 3,158 532 0.02% 0.01% 452 +1,388 78.42% Q4 2025 Feb 12, 2026
Carbahal Olsen Financial Services Group, LLC History Reduced 3,126 527 0.4% 0.36% 453 -7 -0.22% Q4 2025 Feb 02, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 3,110 524 0.01% 0.01% 454 -276 -8.15% Q4 2025 Jan 30, 2026
King Wealth Management Group History Reduced 3,101 523 0.06% 0.06% 455 -15 -0.48% Q4 2025 Feb 09, 2026
Institute for Wealth Management, LLC. History Reduced 3,094 522 0.06% 0.05% 456 -60 -1.9% Q4 2025 Jan 27, 2026
Vontobel Holding Ltd. History Reduced 3,082 520 0.0% 0.0% 457 -1,475 -32.37% Q4 2025 Feb 13, 2026
Rockingstone Advisors LLC History Reduced 3,085 520 0.24% 0.24% 459 -243 -7.3% Q4 2025 Jan 28, 2026
Flagship Private Wealth, LLC History Added to 3,084 520 0.2% 0.18% 458 +60 1.98% Q4 2025 Feb 04, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 3,066 517 0.06% 0.06% 460 0 0.0% Q4 2025 Feb 17, 2026
CHOREO, LLC History Added to 3,043 513 0.01% 0.01% 462 +65 2.18% Q4 2025 Jan 23, 2026
NBC SECURITIES, INC. History Reduced 3,042 513 0.04% 0.03% 461 -59 -1.9% Q4 2025 Jan 29, 2026
Maltin Wealth Management, Inc. History Reduced 3,028 511 0.2% 0.18% 463 -6 -0.2% Q4 2025 Jan 15, 2026
Vise Technologies, Inc. History New 3,015 508 0.01% — 465 +3,015 New Q4 2025 Feb 11, 2026
Oakworth Capital, Inc. History No change 3,013 508 0.03% 0.03% 464 0 0.0% Q4 2025 Jan 30, 2026
Lighthouse Financial LLC History No change 3,010 507 0.33% 0.29% 466 0 0.0% Q4 2025 Feb 17, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 3,003 506 0.16% 0.13% 467 +313 11.64% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 2,991 504 0.02% 0.02% 468 +60 2.05% Q4 2025 Feb 17, 2026
SlateStone Wealth, LLC History Reduced 2,980 503 0.04% 0.04% 469 -440 -12.87% Q4 2025 Feb 11, 2026
Beverly Hills Private Wealth, LLC History No change 2,971 501 0.09% 0.08% 470 0 0.0% Q4 2025 Feb 17, 2026
Cordoba Advisory Partners LLC History New 2,953 498 0.12% — 471 +2,953 New Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 2,942 496 0.04% 0.02% 472 +1,338 83.42% Q4 2025 Jan 07, 2026
Werba Rubin Papier Wealth Management History Added to 2,942 496 0.13% 0.07% 473 +2 0.07% Q4 2025 Jan 27, 2026
Peregrine Asset Advisers, Inc. History No change 2,916 492 0.14% 0.13% 474 0 0.0% Q4 2025 Feb 02, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 2,904 490 0.04% 0.04% 475 -65 -2.19% Q4 2025 Feb 03, 2026
Southland Equity Partners LLC History New 2,881 486 0.1% — 476 +2,881 New Q4 2025 Jan 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 2,875 485 0.02% 0.02% 478 +777 37.04% Q4 2025 Jan 28, 2026
Triangle Securities Wealth Management History Reduced 2,878 485 0.1% 0.1% 477 -158 -5.2% Q4 2025 Jan 13, 2026
Kovack Advisors, Inc. History Added to 2,853 481 0.02% 0.03% 479 +696 32.27% Q4 2025 Feb 17, 2026
TITLEIST ASSET MANAGEMENT, LLC History New 2,844 480 0.04% — 480 +2,844 New Q4 2025 Feb 12, 2026
Odyssey Capital Advisors, Inc. History New 2,840 479 0.43% — 481 +2,840 New Q4 2025 Feb 05, 2026
Continuum Advisory, LLC History Added to 2,822 476 0.05% 0.04% 482 +280 11.01% Q4 2025 Feb 11, 2026
First International Bank of Israel Ltd. History New 2,820 475 0.23% — 483 +2,820 New Q4 2025 Feb 12, 2026
Berger Financial Group, Inc History Reduced 2,810 474 0.03% 0.02% 484 -19 -0.67% Q4 2025 Jan 27, 2026
Joseph P. Lucia & Associates, LLC History New 2,807 473 0.17% — 486 +2,807 New Q4 2025 Jan 28, 2026
SeaBridge Investment Advisors LLC History Added to 2,806 473 0.08% 0.06% 485 +92 3.39% Q4 2025 Jan 26, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 2,800 472 0.01% — 487 +2,800 New Q4 2025 Feb 19, 2026
Joel Isaacson & Co., LLC History Added to 2,796 471 0.02% 0.01% 488 +1 0.04% Q4 2025 Jan 30, 2026
Keebeck Wealth Management History Reduced 2,782 469 0.05% 0.05% 489 -58 -2.04% Q4 2025 Feb 17, 2026
StoneX Group Inc. History Added to 2,772 468 0.02% 0.01% 490 +919 49.6% Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History No change 2,769 467 0.04% 0.04% 491 0 0.0% Q4 2025 Feb 12, 2026
Integrated Advisors Network LLC History New 2,763 466 0.02% — 493 +2,763 New Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 2,763 466 0.0% 0.0% 492 +563 25.59% Q4 2025 Feb 09, 2026
Spire Wealth Management History Added to 2,750 464 0.02% 0.01% 494 +850 44.74% Q4 2025 Jan 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 2,740 462 0.03% 0.02% 495 +636 30.23% Q4 2025 Feb 06, 2026
Perigon Wealth Management, LLC History Added to 2,734 461 0.01% 0.01% 496 +333 13.87% Q4 2025 Jan 16, 2026
Sculati Wealth Management, LLC History Reduced 2,730 460 0.16% 0.15% 497 -135 -4.71% Q4 2025 Feb 05, 2026
Larson Financial Group LLC History Added to 2,717 458 0.02% 0.01% 498 +60 2.26% Q4 2025 Feb 06, 2026
Marotta Asset Management History Reduced 2,713 457 0.08% 0.09% 500 -435 -13.82% Q4 2025 Jan 07, 2026
HCR Wealth Advisors History Added to 2,712 457 0.05% 0.04% 499 +3 0.11% Q4 2025 Jan 27, 2026
Arete Wealth Advisors, LLC History Added to 2,696 455 0.03% 0.02% 501 +825 44.09% Q4 2025 Feb 13, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 2,675 451 0.11% 0.08% 502 +290 12.16% Q4 2025 Jan 20, 2026
Simmons Bank History No change 2,675 451 0.03% 0.03% 503 0 0.0% Q4 2025 Feb 05, 2026
Heritage Investment Group, Inc. History No change 2,675 451 0.07% 0.06% 504 0 0.0% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Added to 2,671 450 0.02% 0.01% 505 +101 3.93% Q4 2025 Jan 21, 2026
Grant Private Wealth Management Inc History No change 2,662 449 0.27% 0.24% 506 0 0.0% Q4 2025 Jan 05, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 2,650 447 0.1% 0.09% 507 -165 -5.86% Q4 2025 Jan 29, 2026
CoreCap Advisors, LLC History Added to 2,647 446 0.02% 0.01% 508 +1,448 120.77% Q4 2025 Jan 13, 2026
VALLEY NATIONAL ADVISERS INC History Added to 2,630 443 0.06% 0.06% 509 +109 4.32% Q4 2025 Jan 23, 2026
BAXTER BROS INC History Added to 2,612 440 0.05% 0.04% 511 +240 10.12% Q4 2025 Jan 26, 2026
MONTAG A & ASSOCIATES INC History Reduced 2,611 440 0.02% 0.02% 510 -175 -6.28% Q4 2025 Feb 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 2,598 438 0.0% 0.0% 512 -29 -1.1% Q4 2025 Feb 11, 2026
Chancellor Financial Group WB LP History No change 2,598 438 0.3% 0.26% 513 0 0.0% Q4 2025 Feb 05, 2026
Dynamic Advisor Solutions LLC History Reduced 2,593 437 0.01% 0.01% 514 -347 -11.8% Q4 2025 Jan 09, 2026
Investmark Advisory Group LLC History Added to 2,594 437 0.19% 0.16% 515 +3 0.12% Q4 2025 Jan 28, 2026
EFG International AG History New 2,566 433 0.01% — 516 +2,566 New Q4 2025 Feb 17, 2026
TrinityBridge Ltd History Added to 2,545 430 0.01% 0.0% 517 +2,200 637.68% Q4 2025 Feb 10, 2026
Beckerman Institutional, LLC History Reduced 2,528 426 0.24% 0.22% 518 -22 -0.86% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,518 425 0.01% 0.01% 519 +387 18.16% Q4 2025 Feb 09, 2026
COURIER CAPITAL LLC History No change 2,517 424 0.02% 0.02% 520 0 0.0% Q4 2025 Jan 29, 2026
Phillips Wealth Planners LLC History New 2,416 423 0.34% — 521 +2,416 New Q4 2025 Feb 10, 2026
CERTUITY, LLC History Reduced 2,501 422 0.03% 0.02% 522 -25 -0.99% Q4 2025 Jan 30, 2026
RB Capital Management, LLC History Added to 2,473 417 0.08% 0.07% 523 +1 0.04% Q4 2025 Feb 03, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 2,449 413 0.04% 0.03% 524 +5 0.2% Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History No change 2,335 412 0.04% 0.04% 525 0 0.0% Q4 2025 Jan 12, 2026
Connecticut Wealth Management, LLC History Added to 2,403 405 0.02% 0.02% 526 +1 0.04% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 2,394 404 0.01% 0.0% 527 +1,273 113.56% Q4 2025 Feb 12, 2026
Clearwater Capital Advisors, LLC History No change 2,384 402 0.03% 0.03% 528 0 0.0% Q4 2025 Feb 09, 2026
WARNER FINANCIAL, INC History No change 2,379 401 0.14% 0.13% 529 0 0.0% Q4 2025 Jan 21, 2026
Dale Q Rice Investment Management Ltd History Reduced 2,370 399 0.29% 0.26% 531 -88 -3.58% Q4 2025 Jan 30, 2026
Carter Financial Group, INC. History No change 2,370 399 0.24% 0.21% 530 0 0.0% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Reduced 2,360 398 0.0% 0.0% 532 -132 -5.3% Q4 2025 Jan 26, 2026
Keystone Financial Group History Reduced 2,358 397 0.03% 0.03% 533 -125 -5.03% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,344 395 0.0% 0.0% 534 +223 10.51% Q4 2025 Feb 17, 2026
CX Institutional History Reduced 2,321 392 0.01% 0.01% 535 -74 -3.09% Q4 2025 Feb 02, 2026
Cassady Wealth & Retirement Planning, LLC History New 2,317 391 0.25% — 536 +2,317 New Q4 2025 Apr 02, 2026
Prospera Financial Services Inc History Reduced 2,308 389 0.01% 0.01% 537 -91 -3.79% Q4 2025 Feb 09, 2026
Jacobi Capital Management LLC History No change 2,304 388 0.02% 0.02% 538 0 0.0% Q4 2025 Feb 13, 2026
SFE Investment Counsel History Added to 2,283 385 0.06% 0.05% 539 +37 1.65% Q4 2025 Feb 05, 2026
EXENCIAL WEALTH ADVISORS, LLC History No change 2,282 385 0.01% 0.01% 540 0 0.0% Q4 2025 Jan 30, 2026
GSA CAPITAL PARTNERS LLP History New 2,271 383 0.03% — 541 +2,271 New Q4 2025 Feb 06, 2026
Interchange Capital Partners, LLC History New 2,256 380 0.07% — 542 +2,256 New Q4 2025 Jan 30, 2026
Procyon Advisors, LLC History No change 2,240 378 0.02% 0.02% 543 0 0.0% Q4 2025 Jan 07, 2026
EVERETT HARRIS & CO /CA/ History Added to 2,235 377 0.0% 0.0% 544 +302 15.62% Q4 2025 Feb 11, 2026
Neumann Capital Management, LLC History No change 2,238 377 0.11% 0.09% 545 0 0.0% Q4 2025 Jan 14, 2026
Edgestream Partners, L.P. History New 2,233 376 0.01% — 546 +2,233 New Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 2,234 376 0.01% 0.01% 547 0 0.0% Q4 2025 Feb 05, 2026
Neuberger Berman Group LLC History Added to 2,214 373 0.0% 0.0% 548 +61 2.83% Q4 2025 Feb 13, 2026
PAX Financial Group, LLC History No change 2,213 373 0.06% 0.06% 549 0 0.0% Q4 2025 Feb 05, 2026
Focus Partners Advisor Solutions, LLC History Reduced 2,207 372 0.0% 0.01% 550 -1,385 -38.56% Q4 2025 Feb 11, 2026
Global Assets Advisory, LLC History Added to 2,208 372 0.11% 0.09% 551 +5 0.23% Q4 2025 Feb 09, 2026
MGB Wealth Management, LLC History No change 2,200 371 0.11% 0.09% 552 0 0.0% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 2,193 370 0.02% 0.03% 554 -3,359 -60.5% Q4 2025 Jan 27, 2026
Hanson & Doremus Investment Management History No change 2,190 370 0.04% 0.04% 553 0 0.0% Q4 2025 Jan 20, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 2,185 369 0.01% 0.01% 555 -1,228 -35.98% Q4 2025 Feb 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,179 367 0.01% 0.0% 556 0 0.0% Q4 2025 Feb 09, 2026
DOVER ADVISORS, LLC History Reduced 2,173 366 0.14% 0.13% 557 -28 -1.27% Q4 2025 Feb 10, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 2,150 362 0.01% 0.01% 559 -52 -2.36% Q4 2025 Jan 16, 2026
Avidian Wealth Enterprises, LLC History Added to 2,148 362 0.01% 0.01% 558 +36 1.7% Q4 2025 Feb 02, 2026
SBI Securities Co., Ltd. History Added to 2,143 361 0.01% 0.01% 560 +23 1.08% Q4 2025 Feb 03, 2026
Bravias Capital Group, LLC History Added to 2,142 361 0.22% 0.21% 561 +1 0.05% Q4 2025 Jan 29, 2026
Mesirow Financial Investment Management, Inc. History Reduced 2,134 360 0.01% 0.01% 562 -437 -17.0% Q4 2025 Feb 05, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 2,126 358 0.01% 0.01% 563 +46 2.21% Q4 2025 Jan 12, 2026
Bay Rivers Group History Reduced 2,122 358 0.14% 0.13% 564 -19 -0.89% Q4 2025 Jan 07, 2026
Brick & Kyle, Associates History No change 2,103 355 0.13% 0.11% 565 0 0.0% Q4 2025 Feb 13, 2026
BCS Wealth Management History New 2,078 350 0.04% — 567 +2,078 New Q4 2025 Jan 26, 2026
CHAPIN DAVIS, INC. History No change 2,077 350 0.08% 0.07% 566 0 0.0% Q4 2025 Jan 30, 2026
WELCH & FORBES LLC History No change 2,057 347 0.0% 0.0% 568 0 0.0% Q4 2025 Feb 10, 2026
ALTFEST L J & CO INC History Reduced 2,050 346 0.04% 0.04% 569 -244 -10.64% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History No change 2,047 345 0.01% 0.01% 570 0 0.0% Q4 2025 Feb 06, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,023 341 0.04% 0.04% 571 -203 -9.12% Q4 2025 Jan 08, 2026
10Elms LLP History No change 2,025 341 0.31% 0.26% 572 0 0.0% Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History No change 2,015 340 0.01% 0.01% 573 0 0.0% Q4 2025 Feb 06, 2026
FIRST MERCHANTS CORP History Reduced 2,005 338 0.01% 0.02% 575 -2,110 -51.28% Q4 2025 Jan 12, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 2,000 338 0.0% 0.0% 574 0 0.0% Q4 2025 Feb 17, 2026
PING CAPITAL MANAGEMENT, INC. History Reduced 2,000 337 0.1% 0.39% 578 -6,000 -75.0% Q4 2025 Feb 02, 2026
Merrion Investment Management Co, LLC History New 2,000 337 0.18% — 576 +2,000 New Q4 2025 Feb 17, 2026
Mechanics Bank Trust Department History Reduced 2,000 337 0.04% 0.04% 577 -25 -1.23% Q4 2025 Jan 14, 2026
Elk River Wealth Management LLC History No change 1,990 335 0.05% 0.05% 579 0 0.0% Q4 2025 Feb 06, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 1,978 333 0.02% 0.02% 580 0 0.0% Q4 2025 Jan 21, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,932 330 0.01% 0.01% 581 0 0.0% Q4 2025 Jan 26, 2026
Parcion Private Wealth LLC History No change 1,940 327 0.02% 0.02% 582 0 0.0% Q4 2025 Jan 26, 2026
Compound Planning, Inc. History New 1,936 326 0.01% — 585 +1,936 New Q4 2025 Feb 19, 2026
Bank of New Hampshire History New 1,932 326 0.07% — 584 +1,932 New Q4 2025 Mar 16, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,933 326 0.02% 0.03% 583 -1,026 -34.67% Q4 2025 Feb 03, 2026
Rollins Financial Advisors, LLC History New 1,923 324 0.05% — 587 +1,923 New Q4 2025 Feb 04, 2026
Wellington Shields Capital Management, LLC History New 1,920 324 0.05% — 586 +1,920 New Q4 2025 Feb 09, 2026
FIRST MANHATTAN CO. LLC. History No change 1,911 322 0.0% 0.0% 588 0 0.0% Q4 2025 Feb 17, 2026
UNITED BANK History No change 1,908 322 0.04% 0.03% 589 0 0.0% Q4 2025 Feb 13, 2026
Regent Peak Wealth Advisors LLC History No change 1,887 318 0.06% 0.05% 590 0 0.0% Q4 2025 Jan 08, 2026
SummitTX Capital, L.P. History New 1,875 316 0.01% — 592 +1,875 New Q4 2025 Feb 17, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 1,875 316 0.07% 0.06% 591 0 0.0% Q4 2025 Jan 27, 2026
M&T BANK CORP History No change 1,870 315 0.0% 0.0% 593 0 0.0% Q4 2025 Jan 30, 2026
NCM Capital Management, LLC History No change 1,865 314 0.12% 0.1% 594 0 0.0% Q4 2025 Mar 02, 2026
FIRST HORIZON CORP History Reduced 1,860 313 0.01% 0.01% 595 -5 -0.27% Q4 2025 Jan 27, 2026
Ancora Advisors LLC History Reduced 1,840 310 0.01% 0.01% 596 -147 -7.4% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History New 1,835 309 0.01% — 597 +1,835 New Q4 2025 Jan 23, 2026
Anchor Investment Management, LLC History Reduced 1,817 306 0.02% 0.03% 598 -532 -22.65% Q4 2025 Feb 26, 2026
Objective Capital Management, LLC History No change 1,815 306 0.31% 0.27% 599 0 0.0% Q4 2025 Feb 04, 2026
Byrne Asset Management LLC History Added to 1,813 305 0.17% 0.05% 600 +1,274 236.36% Q4 2025 Jan 12, 2026
Mascagni Wealth Management, Inc. History Added to 1,805 304 0.23% 0.17% 601 +302 20.09% Q4 2025 Feb 11, 2026
West Tower Group, LLC History New 1,800 303 0.68% — 603 +1,800 New Q4 2025 Feb 04, 2026
ESL Trust Services, LLC History No change 1,800 303 0.06% 0.05% 602 0 0.0% Q4 2025 Feb 10, 2026
HBK Sorce Advisory LLC History Reduced 1,728 302 0.01% 0.01% 604 -124 -6.7% Q4 2025 Feb 09, 2026
BECK CAPITAL MANAGEMENT, LLC History New 1,783 300 0.07% — 605 +1,783 New Q4 2025 Feb 13, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 1,782 300 0.14% 0.13% 606 -19 -1.05% Q4 2025 Feb 06, 2026
Retirement Planning Co of New England, Inc. History Reduced 1,774 299 0.12% 0.1% 607 -12 -0.67% Q4 2025 Jan 28, 2026
HUB Investment Partners, LLC History No change 1,775 299 0.01% 0.01% 608 0 0.0% Q4 2025 Feb 17, 2026
Beck Bode, LLC History Reduced 1,768 298 0.05% 0.05% 609 -237 -11.82% Q4 2025 Feb 09, 2026
Ally Invest Advisors Inc. History Reduced 1,762 297 0.02% 0.02% 610 -228 -11.46% Q4 2025 Feb 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 1,763 297 0.04% 0.03% 611 +6 0.34% Q4 2025 Feb 13, 2026
Green Ridge Wealth Planning LLC History New 1,750 295 0.15% — 614 +1,750 New Q4 2025 Mar 11, 2026
Asset Management Group, Inc. History Reduced 1,752 295 0.05% 0.04% 612 -2 -0.11% Q4 2025 Feb 17, 2026
Heritage Wealth Advisors History No change 1,750 295 0.01% 0.01% 613 0 0.0% Q4 2025 Feb 13, 2026
Spinnaker Investment Group, LLC History New 1,695 286 0.05% — 616 +1,695 New Q4 2025 Jan 12, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 1,700 286 0.04% 0.03% 615 0 0.0% Q4 2025 Feb 05, 2026
Verdence Capital Advisors LLC History New 1,694 285 0.02% — 618 +1,694 New Q4 2025 Jan 29, 2026
Valeo Financial Advisors, LLC History Added to 1,690 285 0.01% 0.0% 619 +291 20.8% Q4 2025 Feb 04, 2026
Rehmann Capital Advisory Group History Reduced 1,693 285 0.01% 0.01% 617 -1 -0.06% Q4 2025 Mar 04, 2026
MONECO ADVISORS, LLC History New 1,680 283 0.02% — 620 +1,680 New Q4 2025 Feb 04, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 1,681 283 0.09% 0.08% 622 -76 -4.33% Q4 2025 Jan 29, 2026
Ignite Planners, LLC History No change 1,644 283 0.04% 0.04% 621 0 0.0% Q4 2025 Feb 06, 2026
Red Door Wealth Management, LLC History Added to 1,664 280 0.03% 0.03% 623 +2 0.12% Q4 2025 Jan 20, 2026
IHT Wealth Management, LLC History Added to 1,654 279 0.01% 0.01% 624 +30 1.85% Q4 2025 Feb 17, 2026
SevenBridge Financial Group, LLC History No change 1,582 278 0.04% 0.04% 625 0 0.0% Q4 2025 Feb 02, 2026
LCNB CORP History No change 1,645 277 0.09% 0.08% 626 0 0.0% Q4 2025 Feb 10, 2026
Millennium Capital Advisors, LLC History Added to 1,631 275 0.16% 0.14% 627 +5 0.31% Q4 2025 Feb 05, 2026
XML Financial, LLC History New 1,614 272 0.02% — 630 +1,614 New Q4 2025 Feb 11, 2026
NWAM LLC History Reduced 1,555 272 0.02% 0.01% 629 -89 -5.41% Q4 2025 Feb 04, 2026
Argent Trust Co History Reduced 1,612 272 0.01% 0.01% 628 -21 -1.29% Q4 2025 Feb 10, 2026
PACK Private Wealth, LLC History No change 1,614 272 0.12% 0.11% 631 0 0.0% Q4 2025 Feb 17, 2026
FORTRESS PRIVATE LEDGER, LLC History New 1,598 269 0.09% — 632 +1,598 New Q4 2025 Feb 12, 2026
Oxler Private Wealth LLC History Added to 1,595 269 0.08% 0.07% 633 +1 0.06% Q4 2025 Jan 23, 2026
South Shore Capital Advisors History New 1,580 266 0.19% — 634 +1,580 New Q4 2025 Jan 21, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History New 1,561 263 0.0% — 636 +1,561 New Q4 2025 Feb 09, 2026
UMB Bank, n.a. History No change 1,559 263 0.0% 0.0% 635 0 0.0% Q4 2025 Feb 13, 2026
VANCE WEALTH, LLC History No change 1,552 262 0.08% 0.07% 637 0 0.0% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 1,551 261 0.0% 0.0% 638 +139 9.84% Q4 2025 Feb 12, 2026
Apriem Advisors History No change 1,545 260 0.02% 0.02% 639 0 0.0% Q4 2025 Feb 13, 2026
Juno Financial Group LLC History New 1,536 259 0.1% — 640 +1,536 New Q4 2025 Jan 28, 2026
Regal Investment Advisors LLC History New 1,533 258 0.02% — 643 +1,533 New Q4 2025 Feb 17, 2026
Secure Asset Management, LLC History New 1,529 258 0.04% — 644 +1,529 New Q4 2025 Jan 20, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 1,534 258 0.01% 0.01% 641 +21 1.39% Q4 2025 Feb 04, 2026
Dorsey & Whitney Trust CO LLC History No change 1,530 258 0.01% 0.01% 642 0 0.0% Q4 2025 Feb 11, 2026
TBH Global Asset Management, LLC History New 1,523 256 0.04% — 646 +1,523 New Q4 2025 Jan 29, 2026
Penobscot Investment Management Company, Inc. History No change 1,520 256 0.02% 0.02% 645 0 0.0% Q4 2025 Jan 27, 2026
REDSTONE WEALTH MANAGEMENT, LLC History New 1,515 255 0.2% — 648 +1,515 New Q4 2025 Feb 09, 2026
AE Wealth Management LLC History Added to 1,516 255 0.0% 0.0% 647 +118 8.44% Q4 2025 Jan 26, 2026
IFC Advisors LLC History No change 1,513 255 0.04% 0.04% 649 0 0.0% Q4 2025 Feb 12, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 1,504 253 0.04% — 653 +1,504 New Q4 2025 Feb 12, 2026
Sava Infond d.o.o. History New 1,500 253 0.03% — 652 +1,500 New Q4 2025 Jan 29, 2026
Vision Capital Management, Inc. History No change 1,500 253 0.03% 0.03% 650 0 0.0% Q4 2025 Jan 27, 2026
Broyhill Asset Management, LLC History No change 1,500 253 0.22% 0.19% 651 0 0.0% Q4 2025 Feb 13, 2026
GeoWealth Management, LLC History New 1,498 252 0.01% — 654 +1,498 New Q4 2025 Feb 17, 2026
Wealth Management Partners, LLC History New 1,493 252 0.07% — 656 +1,493 New Q4 2025 Jan 12, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 1,497 252 0.03% 0.03% 655 -104 -6.5% Q4 2025 Feb 18, 2026
Platform Technology Partners History New 1,492 251 0.05% — 658 +1,492 New Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Reduced 1,491 251 0.0% 0.0% 659 -387 -20.61% Q4 2025 Feb 12, 2026
Castle Rock Wealth Management, LLC History Added to 1,452 251 0.05% 0.05% 657 +45 3.2% Q4 2025 Feb 05, 2026
Western Wealth Management, LLC History New 1,465 247 0.01% — 660 +1,465 New Q4 2025 Feb 05, 2026
Modern Wealth Management, LLC History New 1,462 246 0.0% — 662 +1,462 New Q4 2025 Feb 17, 2026
Wedmont Private Capital History New 1,393 246 0.01% — 661 +1,393 New Q4 2025 Jan 08, 2026
Sargent Investment Group, LLC History New 1,449 244 0.03% — 663 +1,449 New Q4 2025 Feb 13, 2026
TRITONPOINT WEALTH, LLC History Reduced 1,446 244 0.02% 0.02% 664 -163 -10.13% Q4 2025 Jan 20, 2026
Prism Advisors, Inc. History No change 1,438 242 0.06% 0.06% 665 0 0.0% Q4 2025 Jan 23, 2026
CreativeOne Wealth, LLC History Reduced 1,413 238 0.01% 0.01% 666 -427 -23.21% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Reduced 1,401 236 0.01% 0.01% 667 -201 -12.55% Q4 2025 Feb 10, 2026
Bond & Devick Financial Network, Inc. History No change 1,403 236 0.07% 0.06% 668 0 0.0% Q4 2025 Jan 14, 2026
MGO ONE SEVEN LLC History New 1,387 234 0.0% — 669 +1,387 New Q4 2025 Feb 03, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 1,385 233 0.01% 0.01% 670 -120 -7.97% Q4 2025 Jan 07, 2026
Essex LLC History New 1,374 231 0.04% — 672 +1,374 New Q4 2025 Jan 20, 2026
Hikari Tsushin, Inc. History No change 1,373 231 0.02% 0.01% 671 0 0.0% Q4 2025 Feb 12, 2026
Sunbelt Securities, Inc. History Added to 1,363 230 0.02% 0.0% 673 +991 266.4% Q4 2025 Feb 20, 2026
Caldwell Trust Co History No change 1,368 230 0.02% 0.02% 674 0 0.0% Q4 2025 Jan 30, 2026
FAIRFIELD, BUSH & CO. History New 1,353 228 0.12% — 676 +1,353 New Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History No change 1,353 228 0.01% 0.01% 675 0 0.0% Q4 2025 Feb 13, 2026
EPG Wealth Management LLC History No change 1,351 228 0.06% 0.05% 677 0 0.0% Q4 2025 Jan 28, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 1,350 227 0.01% — 678 +1,350 New Q4 2025 Feb 05, 2026
High Net Worth Advisory Group LLC History New 1,350 227 0.05% — 679 +1,350 New Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History Added to 1,314 221 0.02% 0.01% 680 +826 169.26% Q4 2025 Jan 26, 2026
Matisse Capital History New 1,308 220 0.1% — 681 +1,308 New Q4 2025 Jan 29, 2026
Sterling Investment Counsel, LLC History New 1,308 220 0.06% — 682 +1,308 New Q4 2025 Jan 27, 2026
Kaydan Wealth Management, Inc. History New 1,304 220 0.06% — 683 +1,304 New Q4 2025 Jan 12, 2026
Madrona Financial Services, LLC History New 1,300 219 0.05% — 684 +1,300 New Q4 2025 Jan 22, 2026
RDA Financial Network History Reduced 1,299 219 0.05% 0.05% 685 -101 -7.21% Q4 2025 Jan 06, 2026
NorthRock Partners, LLC History New 1,289 217 0.0% — 686 +1,289 New Q4 2025 Feb 17, 2026
Ellsworth Advisors, LLC History New 1,275 217 0.04% — 687 +1,275 New Q4 2025 Jan 16, 2026
HUNTINGTON NATIONAL BANK History No change 1,280 216 0.0% 0.0% 688 0 0.0% Q4 2025 Feb 09, 2026
Hudock, Inc. History New 1,278 215 0.03% — 689 +1,278 New Q4 2025 Feb 12, 2026
PETTYJOHN, WOOD & WHITE, INC History New 1,270 214 0.03% — 690 +1,270 New Q4 2025 Feb 11, 2026
Cravens & Co Advisors, LLC History New 1,250 214 0.14% — 691 +1,250 New Q4 2025 Feb 10, 2026
Shepherd Financial Partners LLC History New 1,264 213 0.02% — 693 +1,264 New Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History New 1,253 213 0.02% — 694 +1,253 New Q4 2025 Jan 20, 2026
North Star Investment Management Corp. History No change 1,263 213 0.01% 0.01% 692 0 0.0% Q4 2025 Jan 30, 2026
Commonwealth Financial Services, LLC History New 1,253 211 0.03% — 695 +1,253 New Q4 2025 Feb 06, 2026
Ausdal Financial Partners, Inc. History New 1,247 210 0.01% — 696 +1,247 New Q4 2025 Feb 13, 2026
Passive Capital Management, LLC. History New 1,238 208 0.07% — 697 +1,238 New Q4 2025 Feb 05, 2026
Rockport Wealth LLC History New 1,238 208 0.04% — 698 +1,238 New Q4 2025 Feb 06, 2026
Samalin Investment Counsel, LLC History New 1,231 207 0.07% — 699 +1,231 New Q4 2025 Jan 30, 2026
VISTA INVESTMENT MANAGEMENT History New 1,230 207 0.07% — 701 +1,230 New Q4 2025 Feb 17, 2026
Edge Wealth Management LLC History New 1,227 207 0.04% — 700 +1,227 New Q4 2025 Jan 12, 2026
DAYMARK WEALTH PARTNERS, LLC History New 1,226 206 0.01% — 702 +1,226 New Q4 2025 Jan 12, 2026
Bragg Financial Advisors, Inc History New 1,215 205 0.01% — 703 +1,215 New Q4 2025 Feb 13, 2026
Cornerstone Wealth Group, LLC History New 1,213 204 0.01% — 705 +1,213 New Q4 2025 Jan 26, 2026
Selective Wealth Management, Inc. History New 1,200 204 0.06% — 704 +1,200 New Q4 2025 Jan 16, 2026
TCP Asset Management, LLC History New 1,205 203 0.03% — 706 +1,205 New Q4 2025 Jan 07, 2026
SYON CAPITAL LLC History New 1,203 203 0.01% — 707 +1,203 New Q4 2025 Feb 11, 2026
Portland Global Advisors LLC History New 1,200 202 0.02% — 708 +1,200 New Q4 2025 Feb 10, 2026
J.Safra Asset Management Corp History New 1,200 202 0.01% — 709 +1,200 New Q4 2025 Feb 11, 2026
UNION SAVINGS BANK History New 1,200 202 0.09% — 711 +1,200 New Q4 2025 Mar 06, 2026
ASL Financial, LLC History New 1,200 202 0.16% — 712 +1,200 New Q4 2025 Jan 20, 2026
LFA - Lugano Financial Advisors SA History No change 1,200 202 0.1% 0.09% 710 0 0.0% Q4 2025 Jan 29, 2026
Next Level Private LLC History New 1,192 201 0.05% — 713 +1,192 New Q4 2025 Jan 07, 2026
RETIREMENT INCOME SOLUTIONS, INC History New 1,186 200 0.03% — 714 +1,186 New Q4 2025 Jan 27, 2026
Orca Wealth Management, LLC History New 1,143 200 0.14% — 715 +1,143 New Q4 2025 Feb 06, 2026
ST GERMAIN D J CO INC History No change 1,170 197 0.01% 0.01% 716 0 0.0% Q4 2025 Jan 29, 2026
Qube Research & Technologies Ltd History Reduced 1,166 196 0.0% 0.0% 717 -7,405 -86.4% Q4 2025 Feb 17, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,142 192 0.08% 0.07% 718 0 0.0% Q4 2025 Jan 30, 2026
Union Bancaire Privee, UBP SA History No change 1,150 188 0.0% 0.0% 719 0 0.0% Q4 2025 Jan 05, 2026
Bangor Savings Bank History No change 1,099 185 0.01% 0.01% 720 0 0.0% Q4 2025 Jan 16, 2026
Family Manage LLC History No change 1,100 185 0.02% 0.02% 721 0 0.0% Q4 2025 Feb 17, 2026
BOKF, NA History Added to 1,087 183 0.0% 0.0% 722 +41 3.92% Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History New 1,064 179 0.07% — 723 +1,064 New Q4 2025 Feb 11, 2026
PITTENGER & ANDERSON INC History No change 1,050 177 0.01% 0.01% 724 0 0.0% Q4 2025 Feb 02, 2026
Sound Income Strategies, LLC History Added to 1,028 174 0.01% 0.0% 725 +678 193.71% Q4 2025 Jan 21, 2026
Minot DeBlois Advisors LLC History No change 1,025 172 0.15% 0.13% 726 0 0.0% Q4 2025 Feb 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 978 171 0.12% 0.1% 727 0 0.0% Q4 2025 Feb 13, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 975 164 0.01% 0.01% 728 0 0.0% Q4 2025 Jan 30, 2026
Portfolio Resources Advisor Group, Inc. History New 967 163 0.16% — 730 +967 New Q4 2025 Feb 13, 2026
Quaker Wealth Management, LLC History Added to 970 163 0.05% 0.05% 729 +1 0.1% Q4 2025 Jan 28, 2026
Blue Trust, Inc. History Added to 964 162 0.0% 0.0% 731 +29 3.1% Q4 2025 Jan 16, 2026
CDKV HOLDINGS LLC History New 926 156 0.13% — 732 +926 New Q4 2025 Feb 17, 2026
Register Financial Advisors LLC History No change 920 155 0.06% 0.05% 733 0 0.0% Q4 2025 Jan 21, 2026
Wellington Shields & Co., LLC History New 900 151 0.04% — 734 +900 New Q4 2025 Feb 09, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 889 150 0.0% 0.0% 735 +664 295.11% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 875 148 0.0% 0.0% 736 +39 4.67% Q4 2025 Feb 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History New 840 141 0.08% — 737 +840 New Q4 2025 Feb 17, 2026
WOLFF WIESE MAGANA LLC History Added to 832 140 0.08% 0.05% 738 +160 23.81% Q4 2025 Jan 14, 2026
Smithfield Trust Co History No change 800 136 0.01% 0.01% 739 0 0.0% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History New 800 135 0.0% — 740 +800 New Q4 2025 Feb 13, 2026
Fourth Dimension Wealth, LLC History No change 775 130 0.05% 0.04% 741 0 0.0% Q4 2025 Feb 04, 2026
Golden State Wealth Management, LLC History Added to 763 128 0.01% 0.01% 744 +5 0.66% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 764 128 0.0% 0.0% 742 -2 -0.26% Q4 2025 Feb 09, 2026
NVWM, LLC History No change 760 128 0.03% 0.02% 743 0 0.0% Q4 2025 Jan 20, 2026
AdvisorNet Financial, Inc History Added to 756 127 0.01% 0.01% 745 +1 0.13% Q4 2025 Jan 20, 2026
Russell Investments Group, Ltd. History Added to 740 124 0.0% 0.0% 746 +43 6.17% Q4 2025 Feb 17, 2026
LOM Asset Management Ltd History Reduced 740 124 0.04% 0.03% 747 -40 -5.13% Q4 2025 Jan 23, 2026
Reyes Financial Architecture, Inc. History No change 730 123 0.07% 0.07% 748 0 0.0% Q4 2025 Jan 26, 2026
Financial Perspectives, Inc History Reduced 700 118 0.03% 0.03% 749 -42 -5.66% Q4 2025 Jan 28, 2026
Parallel Advisors, LLC History Reduced 684 115 0.0% 0.0% 750 -150 -17.99% Q4 2025 Feb 11, 2026
Strive Financial Group ,LLC History New 679 114 0.06% — 751 +679 New Q4 2025 Feb 18, 2026
Cape Investment Advisory, Inc. History Added to 671 113 0.03% 0.01% 753 +595 782.89% Q4 2025 Feb 17, 2026
Winch Advisory Services, LLC History Reduced 671 113 0.02% 0.02% 752 -17 -2.47% Q4 2025 Feb 03, 2026
Finley Financial, LLC History No change 675 113 0.05% 0.04% 754 0 0.0% Q4 2025 Jan 21, 2026
Wilmington Savings Fund Society, FSB History No change 628 105 0.0% 0.0% 755 0 0.0% Q4 2025 Feb 12, 2026
HAZLETT, BURT & WATSON, INC. History No change 609 103 0.03% 0.03% 756 0 0.0% Q4 2025 Feb 10, 2026
McMillan Office, Inc. History New 600 101 0.01% — 759 +600 New Q4 2025 Feb 12, 2026
MCF Advisors LLC History No change 600 101 0.01% 0.01% 757 0 0.0% Q4 2025 Feb 11, 2026
Rossmore Private Capital History No change 599 101 0.01% 0.01% 758 0 0.0% Q4 2025 Feb 05, 2026
Global Trust Asset Management, LLC History New 590 99 0.04% — 760 +590 New Q4 2025 Jan 20, 2026
Plante Moran Financial Advisors, LLC History Added to 563 95 0.01% 0.0% 762 +34 6.43% Q4 2025 Feb 05, 2026
BARRETT & COMPANY, INC. History No change 566 95 0.03% 0.03% 761 0 0.0% Q4 2025 Jan 28, 2026
HOWE & RUSLING INC History New 562 94 0.01% — 763 +562 New Q4 2025 Feb 17, 2026
United Financial Planning Group LLC History New 558 94 0.06% — 764 +558 New Q4 2025 Feb 11, 2026
Garner Asset Management Corp History New 556 93 0.04% — 765 +556 New Q4 2025 Feb 03, 2026
HighMark Wealth Management LLC History No change 547 92 0.04% 0.03% 766 0 0.0% Q4 2025 Feb 05, 2026
Vermillion Wealth Management, Inc. History Added to 531 89 0.04% 0.02% 768 +106 24.94% Q4 2025 Feb 11, 2026
Pacific Center for Financial Services History No change 622 89 0.02% 0.02% 767 0 0.0% Q4 2025 Feb 17, 2026
Westfuller Advisors, LLC History No change 527 88 0.04% 0.03% 769 0 0.0% Q4 2025 Jan 21, 2026
BOK Financial Private Wealth, Inc. History New 505 85 0.01% — 770 +505 New Q4 2025 Feb 06, 2026
Ransom Advisory, Ltd History New 499 84 0.03% — 771 +499 New Q4 2025 Jan 06, 2026
MassMutual Private Wealth & Trust, FSB History No change 484 81 0.0% 0.0% 772 0 0.0% Q4 2025 Jan 07, 2026
Asset Dedication, LLC History Added to 475 80 0.01% 0.0% 773 +3 0.64% Q4 2025 Jan 26, 2026
Activest Wealth Management History No change 474 80 0.01% 0.01% 774 0 0.0% Q4 2025 Jan 30, 2026
Arax Advisory Partners History New 468 79 0.0% — 775 +468 New Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Reduced 462 77 0.0% 0.0% 776 -186 -28.7% Q4 2025 Jan 28, 2026
SOA Wealth Advisors, LLC. History No change 454 76 0.01% 0.01% 777 0 0.0% Q4 2025 Jan 20, 2026
BAYBAN History New 432 72 0.06% — 778 +432 New Q4 2025 Mar 05, 2026
SageView Advisory Group, LLC History New 426 71 0.0% — 780 +426 New Q4 2025 Feb 17, 2026
Dynamic Wealth Strategies, LLC History Added to 422 71 0.04% 0.03% 779 +60 16.57% Q4 2025 Feb 04, 2026
Comprehensive Financial Planning, Inc./PA History Reduced 418 70 0.05% 0.04% 781 -1 -0.24% Q4 2025 Feb 11, 2026
Ramirez Asset Management, Inc. History New 400 67 0.01% — 783 +400 New Q4 2025 Feb 11, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 400 67 0.03% 0.03% 782 0 0.0% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 391 65 0.0% 0.0% 784 +26 7.12% Q4 2025 Jan 20, 2026
Y.D. More Investments Ltd History No change 385 65 0.0% 0.0% 785 0 0.0% Q4 2025 Jan 21, 2026
Keating Financial Advisory Services, Inc. History New 384 64 0.01% — 786 +384 New Q4 2025 Feb 09, 2026
Archer Investment Corp History Added to 379 63 0.01% 0.01% 787 +1 0.26% Q4 2025 Jan 30, 2026
Hurley Capital, LLC History No change 341 57 0.03% 0.03% 788 0 0.0% Q4 2025 Feb 17, 2026
Addison Advisors LLC History No change 340 57 0.01% 0.01% 789 0 0.0% Q4 2025 Feb 06, 2026
GAMMA Investing LLC History No change 338 57 0.0% 0.0% 790 0 0.0% Q4 2025 Jan 05, 2026
Bollard Group LLC History No change 334 56 0.0% 0.0% 791 0 0.0% Q4 2025 Feb 13, 2026
Solstein Capital, LLC History No change 330 55 0.02% 0.01% 792 0 0.0% Q4 2025 Feb 13, 2026
Crews Bank & Trust History No change 330 55 0.01% 0.01% 793 0 0.0% Q4 2025 Jan 21, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 315 53 0.0% — 794 +315 New Q4 2025 Feb 13, 2026
Modus Advisors, LLC History New 313 52 0.01% — 796 +313 New Q4 2025 Feb 11, 2026
Daiwa Securities Group Inc. History Added to 309 52 0.0% 0.0% 795 +297 2475.0% Q4 2025 Feb 11, 2026
Main Management LLC History No change 300 51 0.0% 0.0% 797 0 0.0% Q4 2025 Feb 10, 2026
Security National Bank History No change 300 50 0.01% 0.01% 798 0 0.0% Q4 2025 Feb 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 291 49 0.01% 0.01% 799 0 0.0% Q4 2025 Jan 14, 2026
MONETARY MANAGEMENT GROUP INC History Reduced 290 48 0.01% 0.01% 800 -10 -3.33% Q4 2025 Feb 11, 2026