iSHARES TRUST - IGIB

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Financial Engines Advisors L.L.C. History Added to 63,169,967 3,403,597 6.45% 6.19% 1 +3,251,521 5.43% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 12,337,463 664,742 0.1% 0.1% 2 +615,719 5.25% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 11,610,358 625,566 0.08% 0.08% 3 +682,878 6.25% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 7,394,169 398,397 0.81% 0.81% 4 +426,674 6.12% Q4 2025 Jan 23, 2026
MORGAN STANLEY History Added to 6,210,405 334,616 0.02% 0.02% 5 +605,490 10.8% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 6,173,377 332,621 0.02% 0.02% 6 +587,587 10.52% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 6,118,906 329,686 0.1% 0.12% 7 -1,440,556 -19.06% Q4 2025 Feb 10, 2026
PRUDENTIAL PLC History Reduced 5,369,642 289,316 2.29% 3.67% 8 -3,875,810 -41.92% Q4 2025 Feb 11, 2026
One Capital Management, LLC History Added to 5,293,249 285,200 8.61% 8.64% 9 +284,959 5.69% Q4 2025 Feb 10, 2026
Legal & General Group Plc History Added to 5,002,480 270,176 0.06% 0.01% 10 +4,029,704 414.25% Q4 2025 Feb 09, 2026
WELLS FARGO & COMPANY/MN History Added to 4,931,609 265,715 0.05% 0.05% 11 +503,383 11.37% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 3,929,120 211,669 0.05% 0.05% 12 +184,095 4.92% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 3,909,329 210,634 0.03% 0.03% 13 +129,061 3.41% Q4 2025 Jan 29, 2026
FMR LLC History Reduced 3,583,875 193,099 0.01% 0.01% 14 -13,012 -0.36% Q4 2025 Feb 17, 2026
Matson Money. Inc. History Added to 3,457,817 186,307 5.89% 5.93% 15 +130,214 3.91% Q4 2025 Jan 20, 2026
LPL Financial LLC History Added to 3,163,439 170,446 0.05% 0.04% 16 +842,977 36.33% Q4 2025 Feb 11, 2026
ALLSTATE CORP History Reduced 3,127,184 168,492 2.3% 4.48% 17 -505,316 -13.91% Q4 2025 Feb 09, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,115,949 167,889 0.05% 0.05% 18 +215,003 7.41% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 2,918,391 157,243 0.03% — 19 +2,918,391 New Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 2,073,892 111,741 2.38% 2.16% 20 +297,436 16.74% Q4 2025 Feb 05, 2026
Acropolis Investment Management, LLC History Added to 2,059,152 110,947 4.99% 5.33% 21 +92,227 4.69% Q4 2025 Jan 14, 2026
BlackRock, Inc. History Reduced 2,012,953 108,457 0.0% 0.01% 22 -3,936,937 -66.17% Q4 2025 Feb 12, 2026
Petersen Hastings Wealth Advisors Inc. History New 1,889,073 101,783 9.77% — 23 +1,889,073 New Q4 2025 Feb 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 1,885,504 101,590 0.61% 0.76% 24 -66,452 -3.4% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 1,861,768 100,312 0.02% 0.02% 25 +58,024 3.22% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,808,768 97,456 0.05% 0.06% 26 -77,466 -4.11% Q4 2025 Feb 06, 2026
Klaas Financial Asset Advisors, LLC History Added to 1,680,245 90,531 13.13% 13.08% 27 +67,993 4.22% Q4 2025 Jan 27, 2026
GREENWOOD GEARHART INC History Added to 1,609,738 86,732 4.77% 4.62% 28 +128,387 8.67% Q4 2025 Feb 04, 2026
STIFEL FINANCIAL CORP History Added to 1,558,379 83,965 0.08% 0.08% 29 +33,694 2.21% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,537,062 82,816 0.01% 0.01% 30 -429,012 -21.82% Q4 2025 Mar 25, 2026
Charter Oak Capital Management, LLC History Added to 1,527,956 82,326 6.28% 6.06% 31 +100,214 7.02% Q4 2025 Jan 23, 2026
Haverford Trust Co History Added to 1,372,890 73,971 0.66% 0.64% 32 +71,391 5.49% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 1,352,130 73,001 0.1% 0.04% 33 +814,487 151.49% Q4 2025 Jan 08, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,353,144 72,902 0.06% — 34 +1,353,144 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 1,343,852 72,406 0.04% 0.04% 35 +308,836 29.84% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 1,192,186 64,234 0.08% 0.07% 36 +25,237 2.16% Q4 2025 Jan 30, 2026
HighTower Advisors, LLC History Reduced 1,171,950 63,144 0.07% 0.07% 37 -2,327 -0.2% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 1,156,847 62,330 0.22% 0.21% 38 +54,467 4.94% Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Added to 1,094,346 58,963 0.08% 0.08% 39 +28,001 2.63% Q4 2025 Feb 02, 2026
Horizon Investments, LLC History Added to 1,080,000 58,190 0.74% 0.75% 40 +20,929 1.98% Q4 2025 Feb 02, 2026
Cetera Investment Advisers History Added to 1,076,858 58,021 0.06% 0.05% 41 +218,071 25.39% Q4 2025 Feb 17, 2026
Ally Invest Advisors Inc. History Added to 1,042,575 56,173 3.88% 3.9% 42 +37,668 3.75% Q4 2025 Feb 13, 2026
Dakota Wealth Management History Added to 1,016,352 54,761 0.97% 1.07% 43 +33,134 3.37% Q4 2025 Jan 13, 2026
MAI Capital Management History Added to 981,677 52,892 0.3% 0.3% 44 +96,503 10.9% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 944,617 50,896 0.14% 0.05% 45 +632,051 202.21% Q4 2025 Jan 26, 2026
Mutual Advisors, LLC History Added to 914,056 49,249 1.06% 0.87% 46 +190,337 26.3% Q4 2025 Feb 02, 2026
Bank of New York Mellon Corp History Reduced 902,233 48,612 0.01% 0.01% 47 -16,962 -1.85% Q4 2025 Feb 10, 2026
Dodds Wealth, LLC History Added to 838,687 45,188 11.08% 11.05% 48 +13,860 1.68% Q4 2025 Feb 11, 2026
MFA WEALTH ADVISORS, LLC History Added to 797,304 42,958 9.08% 8.73% 49 +58,315 7.89% Q4 2025 Jan 14, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 785,281 42,362 0.1% 0.1% 50 -16,000 -2.0% Q4 2025 Jan 30, 2026
Janney Montgomery Scott LLC History Added to 775,677 41,794 0.1% 0.08% 51 +156,370 25.25% Q4 2025 Feb 11, 2026
Flagstone Financial Management History Added to 760,236 40,961 10.51% 10.57% 52 +19,716 2.66% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 750,256 40,423 0.07% 0.02% 53 +576,061 330.7% Q4 2025 Mar 16, 2026
Wealthspire Retirement, LLC History Added to 736,401 39,677 2.41% 2.43% 54 +33,634 4.79% Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Added to 730,927 39,382 0.01% 0.01% 55 +18,368 2.58% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Added to 725,376 39,083 0.44% 0.4% 56 +76,987 11.87% Q4 2025 Feb 13, 2026
Gradient Investments LLC History Added to 721,667 38,883 0.62% 0.63% 57 +29,354 4.24% Q4 2025 Jan 08, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 680,000 36,638 0.03% 0.03% 58 0 0.0% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Added to 645,369 34,772 0.05% 0.05% 59 +17,791 2.83% Q4 2025 Feb 13, 2026
Thoma Capital Management LLC History Reduced 624,646 33,655 19.39% 21.16% 60 -56,408 -8.28% Q4 2025 Jan 08, 2026
Focus Partners Wealth History Added to 621,982 33,512 0.04% 0.0% 61 +587,250 1690.8% Q4 2025 Feb 13, 2026
ProVise Management Group, LLC History Added to 606,403 32,672 2.33% 2.32% 62 +23,382 4.01% Q4 2025 Jan 29, 2026
SYON CAPITAL LLC History Added to 525,501 28,314 1.41% 1.49% 63 +12,861 2.51% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Added to 517,315 27,872 0.04% 0.0% 64 +483,973 1451.54% Q4 2025 Feb 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 514,172 27,703 4.51% 4.62% 65 -2,814 -0.54% Q4 2025 Jan 28, 2026
Financial Partners Group, Inc History Added to 476,863 25,755 2.98% 3.12% 66 +14,164 3.06% Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Added to 475,638 25,627 0.0% 0.0% 67 +164,156 52.7% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 450,932 24,297 0.04% 0.06% 68 -316,831 -41.27% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Reduced 435,986 23,490 0.42% 0.43% 69 -4,189 -0.95% Q4 2025 Feb 17, 2026
BIRCHBROOK, INC. History Added to 430,648 23,203 11.57% 11.27% 70 +27,621 6.85% Q4 2025 Feb 04, 2026
GDS Wealth Management History Reduced 428,288 23,076 1.44% 1.58% 71 -14,621 -3.3% Q4 2025 Feb 02, 2026
ARKANSAS FINANCIAL GROUP, INC. History Added to 409,041 22,039 3.18% 2.57% 72 +85,985 26.62% Q4 2025 Jan 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 406,025 21,876 0.01% 0.01% 73 +36,539 9.89% Q4 2025 Feb 10, 2026
Black Diamond Financial, LLC History Added to 399,301 21,514 2.27% 2.3% 74 +20,399 5.38% Q4 2025 Feb 03, 2026
Avidian Wealth Enterprises, LLC History Added to 389,932 21,009 0.76% 0.77% 75 +9,997 2.63% Q4 2025 Feb 02, 2026
BCK Partners, Inc. History Added to 384,863 20,736 11.21% 10.93% 76 +9,474 2.52% Q4 2025 Jan 28, 2026
Ameliora Wealth Management Ltd. History Added to 379,592 20,452 6.23% 6.08% 77 +41,827 12.38% Q4 2025 Jan 21, 2026
Cyndeo Wealth Partners, LLC History Added to 358,052 19,291 1.04% 1.04% 78 +11,122 3.21% Q4 2025 Jan 07, 2026
Summit Wealth Group, LLC History Added to 357,940 19,285 4.5% 4.57% 79 +8,742 2.5% Q4 2025 Feb 06, 2026
PROFFITT & GOODSON INC History Added to 356,634 19,215 2.68% 2.71% 80 +7,923 2.27% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Added to 352,897 19,083 0.06% 0.06% 81 +96 0.03% Q4 2025 Feb 10, 2026
MML INVESTORS SERVICES, LLC History Added to 350,105 18,863 0.05% 0.04% 82 +79,703 29.48% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Added to 340,556 18,349 0.22% 0.21% 83 +22,164 6.96% Q4 2025 Jan 29, 2026
DT Investment Partners, LLC History Reduced 328,237 17,685 1.46% 1.77% 84 -58,206 -15.06% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Added to 327,501 17,645 0.03% 0.03% 85 +53,900 19.7% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Added to 326,676 17,601 0.49% 0.49% 86 +8,767 2.76% Q4 2025 Jan 30, 2026
Legacy Financial Group LLC History Reduced 318,629 17,119 2.12% 2.48% 87 -31,713 -9.05% Q4 2025 Feb 05, 2026
Prosperity Consulting Group, LLC History Added to 312,319 16,827 0.76% 0.82% 88 +5,532 1.8% Q4 2025 Feb 17, 2026
Roundview Capital LLC History Added to 310,685 16,739 1.03% 0.99% 89 +20,331 7.0% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History No change 310,445 16,726 0.01% 0.01% 90 0 0.0% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 299,331 16,127 0.02% 0.02% 91 +4,515 1.53% Q4 2025 Feb 13, 2026
BAILARD, INC. History Added to 294,024 15,842 0.35% 0.32% 92 +21,190 7.77% Q4 2025 Feb 04, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 293,761 15,827 0.02% 0.02% 93 -15,460 -5.0% Q4 2025 Feb 12, 2026
ADAPT WEALTH ADVISORS, LLC History Added to 284,822 15,346 5.28% 5.39% 94 +15,354 5.7% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 279,884 15,080 0.05% 0.06% 95 -99 -0.04% Q4 2025 Feb 06, 2026
Summit Wealth Partners, LLC History Added to 266,020 14,333 2.65% 2.59% 96 +1,041 0.39% Q4 2025 Jan 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 263,000 14,170 0.01% 0.02% 97 -322,000 -55.04% Q4 2025 Jan 23, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 262,918 14,166 0.82% 0.87% 98 -4,942 -1.84% Q4 2025 Jan 22, 2026
CASTLEARK MANAGEMENT LLC History No change 259,994 14,008 0.41% 0.39% 99 0 0.0% Q4 2025 Feb 13, 2026
Galvin, Gaustad & Stein, LLC History Reduced 258,591 13,932 1.09% 1.19% 100 -13,054 -4.81% Q4 2025 Jan 23, 2026
D.A. DAVIDSON & CO. History Added to 257,051 13,849 0.08% 0.08% 101 +16,009 6.64% Q4 2025 Jan 29, 2026
COMERICA BANK History Reduced 246,232 13,266 0.05% 0.05% 102 -1,487 -0.6% Q4 2025 Jan 29, 2026
Madison Asset Management, LLC History Reduced 245,961 13,252 0.15% 0.18% 103 -63,522 -20.53% Q4 2025 Feb 04, 2026
Chicago Partners Investment Group LLC History Added to 242,492 13,087 0.32% 0.29% 104 +39,273 19.33% Q4 2025 Jan 28, 2026
Modern Wealth Management, LLC History Added to 241,850 13,030 0.24% 0.26% 105 +1,803 0.75% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 238,399 12,844 0.05% 0.04% 106 +86,091 56.52% Q4 2025 Feb 18, 2026
Caldwell Trust Co History Added to 238,146 12,831 1.14% 1.07% 107 +26,159 12.34% Q4 2025 Jan 30, 2026
Blue Fin Capital, Inc. History Added to 234,664 12,643 1.96% 1.71% 108 +33,411 16.6% Q4 2025 Jan 23, 2026
World Investment Advisors History Added to 234,581 12,639 0.21% 0.23% 109 +28,748 13.97% Q4 2025 Mar 12, 2026
CITIGROUP INC History Added to 233,539 12,583 0.01% 0.01% 110 +4,358 1.9% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 228,037 12,286 0.36% 0.4% 111 +737 0.32% Q4 2025 Feb 19, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 227,132 12,237 3.51% 3.39% 112 +22,686 11.1% Q4 2025 Feb 10, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 221,605 11,940 2.01% 1.83% 113 +19,570 9.69% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 219,987 11,852 0.34% 0.35% 114 -4,555 -2.03% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 215,083 11,621 0.02% 0.02% 115 -3,284 -1.5% Q4 2025 Feb 05, 2026
FIRST TRUST ADVISORS LP History Added to 214,964 11,582 0.01% 0.01% 116 +6,534 3.13% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 213,590 11,508 0.06% 0.07% 117 +3,104 1.47% Q4 2025 Feb 12, 2026
North Dakota State Investment Board History New 212,002 11,422 0.43% — 118 +212,002 New Q4 2025 Feb 05, 2026
Prime Capital Investment Advisors, LLC History Added to 209,508 11,288 0.14% 0.14% 119 +5,099 2.49% Q4 2025 Jan 21, 2026
Mendota Financial Group, LLC History Added to 208,600 11,239 8.18% 7.96% 120 +11,412 5.79% Q4 2025 Jan 20, 2026
Carl P. Sherr & Co., LLC History Added to 202,204 10,921 4.87% 5.06% 121 +4,784 2.42% Q4 2025 Feb 09, 2026
TPG Financial Advisors, LLC History Added to 200,462 10,800 3.61% 3.58% 122 +22,822 12.85% Q4 2025 Feb 06, 2026
JMAC ENTERPRISES LLC History Added to 200,452 10,800 2.06% 2.04% 123 +10,041 5.27% Q4 2025 Jan 21, 2026
WESPAC Advisors SoCal, LLC History Added to 197,040 10,616 2.14% 2.14% 124 +2,112 1.08% Q4 2025 Jan 07, 2026
Mittelman Wealth Management History Added to 196,233 10,573 6.87% 6.84% 125 +3,210 1.66% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Added to 190,872 10,284 0.17% 0.14% 126 +42,890 28.98% Q4 2025 Feb 17, 2026
SEMITAM BONAM LLC History Added to 190,211 10,248 8.53% 8.8% 127 +8,228 4.52% Q4 2025 Jan 20, 2026
AMJ Financial Wealth Management History Added to 187,367 10,095 2.39% 2.37% 128 +3,432 1.87% Q4 2025 Feb 05, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 183,562 9,890 0.74% 0.47% 129 +72,722 65.61% Q4 2025 Feb 04, 2026
LaSalle St. Investment Advisors, LLC History Reduced 181,177 9,761 1.57% 1.77% 130 -1,611 -0.88% Q4 2025 Feb 17, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 179,112 9,650 2.71% 1.81% 131 +54,792 44.07% Q4 2025 Jan 15, 2026
Freestate Advisors LLC History Added to 178,594 9,622 7.82% 7.97% 132 +2,880 1.64% Q4 2025 Jan 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 174,066 9,379 0.02% 0.02% 133 +39,616 29.47% Q4 2025 Feb 05, 2026
FIRST AMERICAN TRUST, FSB History Added to 172,902 9,315 0.64% 0.62% 134 +15,809 10.06% Q4 2025 Feb 11, 2026
THEORY FINANCIAL LLC History Reduced 170,072 9,187 3.09% 3.44% 135 -9,145 -5.1% Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Reduced 170,442 9,183 0.2% 0.2% 136 -770,059 -81.88% Q4 2025 Feb 20, 2026
Burns Matteson Capital Management, LLC History Added to 167,275 9,012 3.16% 2.23% 137 +63,135 60.63% Q4 2025 Jan 15, 2026
REBALANCE, LLC History Added to 165,190 8,900 0.52% 0.53% 138 +3,028 1.87% Q4 2025 Jan 15, 2026
DAVENPORT & Co LLC History Added to 162,274 8,743 0.05% 0.05% 139 +5,755 3.68% Q4 2025 Jan 12, 2026
Goldstone Financial Group, LLC History Added to 157,173 8,468 0.94% 0.97% 140 +5,454 3.59% Q4 2025 Feb 13, 2026
Asio Capital, LLC History Added to 155,334 8,369 1.18% 1.22% 141 +4,393 2.91% Q4 2025 Jan 21, 2026
Private Advisor Group, LLC History Reduced 155,162 8,360 0.04% 0.04% 142 -10,318 -6.24% Q4 2025 Feb 17, 2026
CoreCap Advisors, LLC History Added to 153,201 8,254 0.29% 0.18% 143 +59,573 63.63% Q4 2025 Jan 13, 2026
Aspen Investment Management Inc History Added to 150,454 8,106 2.44% 3.02% 144 +5,823 4.03% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 149,358 8,045 0.01% 0.02% 145 -148,882 -49.92% Q4 2025 Feb 17, 2026
LEUTHOLD GROUP, LLC History Reduced 148,747 8,014 0.87% 0.9% 146 -4,055 -2.65% Q4 2025 Feb 05, 2026
Betterment LLC History Added to 147,060 7,924 0.02% 0.01% 147 +22,001 17.59% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 146,803 7,909 0.11% 0.09% 148 +5,596 3.96% Q4 2025 Feb 02, 2026
Phoenix Financial Ltd. History Reduced 145,919 7,855 0.09% 0.13% 149 -48,196 -24.83% Q4 2025 Feb 05, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 142,102 7,656 1.62% 1.47% 150 -22,363 -13.6% Q4 2025 Feb 17, 2026
Creative Planning History Added to 141,152 7,605 0.01% 0.01% 151 +3,670 2.67% Q4 2025 Feb 17, 2026
Prasad Wealth Partners, LLC History Added to 139,838 7,534 2.01% 1.45% 152 +43,927 45.8% Q4 2025 Jan 27, 2026
Destination Wealth Management History Added to 135,886 7,321 0.19% 0.19% 153 +5,758 4.42% Q4 2025 Feb 13, 2026
Smith Salley Wealth Management History Added to 135,196 7,284 0.36% 0.37% 154 +2,821 2.13% Q4 2025 Jan 27, 2026
STEPHENS INC /AR/ History Reduced 135,154 7,282 0.09% 0.09% 155 -2,426 -1.76% Q4 2025 Feb 05, 2026
Man Group plc History Added to 135,016 7,274 0.01% 0.01% 156 +28,717 27.02% Q4 2025 Feb 17, 2026
Onyx Bridge Wealth Group LLC History Added to 131,959 7,109 0.76% 0.14% 157 +107,848 447.3% Q4 2025 Feb 18, 2026
Darrow Company, Inc. History Added to 131,300 7,074 3.18% 3.1% 158 +8,636 7.04% Q4 2025 Jan 27, 2026
Invera Wealth Advisors, LLC History Added to 129,896 6,998 4.42% 4.16% 159 +4,971 3.98% Q4 2025 Jan 23, 2026
KINTRA WEALTH, LLC History New 129,251 6,964 0.97% — 160 +129,251 New Q4 2025 Feb 18, 2026
New Millennium Group LLC History Added to 125,464 6,760 2.93% 2.91% 161 +7,710 6.55% Q4 2025 Feb 06, 2026
Hennion & Walsh Asset Management, Inc. History Added to 124,779 6,723 0.23% 0.23% 162 +5,332 4.46% Q4 2025 Jan 14, 2026
JB Capital LLC History Added to 122,084 6,577 0.27% 0.27% 163 +8,257 7.25% Q4 2025 Jan 20, 2026
Balance Wealth, LLC History Reduced 119,283 6,426 2.06% 2.78% 164 -88,998 -42.73% Q4 2025 Jan 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 116,367 6,269 0.4% 0.38% 165 +9,743 9.14% Q4 2025 Jan 23, 2026
Winthrop Partners - WNY, LLC History New 113,924 6,138 3.31% — 166 +113,924 New Q4 2025 Mar 12, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 113,408 6,110 1.92% 1.72% 167 +15,930 16.34% Q4 2025 Feb 10, 2026
Goelzer Investment Management, Inc. History Added to 112,636 6,068 0.28% 0.32% 168 +356 0.32% Q4 2025 Jan 14, 2026
One Wealth Map LLC History Added to 108,406 5,825 2.96% 2.99% 169 +3,987 3.82% Q4 2025 Feb 04, 2026
Kestra Advisory Services, LLC History Added to 108,101 5,824 0.02% 0.02% 170 +8,319 8.34% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 107,406 5,787 0.78% 0.86% 171 +8,698 8.81% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 104,646 5,638 0.29% 0.3% 172 -892 -0.85% Q4 2025 Jan 27, 2026
Farther Finance Advisors, LLC History Added to 103,629 5,583 0.06% 0.08% 173 +2,452 2.42% Q4 2025 Jan 23, 2026
City State Bank History Added to 100,985 5,441 1.49% 1.51% 174 +4,225 4.37% Q4 2025 Jan 28, 2026
CONNING INC. History No change 100,754 5,428 0.18% 0.18% 175 0 0.0% Q4 2025 Feb 05, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 100,655 5,423 0.52% 0.58% 176 -10,597 -9.53% Q4 2025 Feb 23, 2026
Waverly Advisors, LLC History Added to 99,946 5,385 0.04% 0.05% 177 +118 0.12% Q4 2025 Feb 17, 2026
Shelter Mutual Insurance Co History No change 97,200 5,237 1.17% 1.18% 178 0 0.0% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 94,854 5,110 0.07% 0.09% 179 -25,143 -20.95% Q4 2025 Jan 22, 2026
HM PAYSON & CO History No change 94,511 5,092 0.07% 0.07% 180 0 0.0% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 93,534 5,040 0.01% 0.01% 181 +2,824 3.11% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Reduced 93,535 5,039 0.01% 0.01% 182 -4,081 -4.18% Q4 2025 Feb 12, 2026
Manhattan West Asset Management, LLC History Added to 92,931 5,007 1.02% 0.87% 183 +17,123 22.59% Q4 2025 Feb 02, 2026
CVS HEALTH Corp History New 92,750 4,997 3.69% — 184 +92,750 New Q4 2025 Feb 13, 2026
LFA - Lugano Financial Advisors SA History Added to 91,298 4,919 2.54% 2.53% 185 +2,313 2.6% Q4 2025 Jan 29, 2026
THRYVE WEALTH MANAGEMENT LLC History New 89,565 4,825 2.39% — 186 +89,565 New Q4 2025 Feb 25, 2026
Veridan Wealth LLC History Added to 88,687 4,778 1.61% 1.62% 187 +1,844 2.12% Q4 2025 Feb 13, 2026
FDx Advisors, Inc. History Added to 86,984 4,687 2.39% 1.38% 188 +1,635 1.92% Q4 2025 Feb 10, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 85,981 4,632 0.13% 0.12% 189 +11,280 15.1% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History New 85,077 4,583 0.0% — 190 +85,077 New Q4 2025 Feb 13, 2026
TICINO WEALTH History New 83,401 4,493 1.67% — 191 +83,401 New Q4 2025 Jan 27, 2026
Herold Advisors, Inc. History Added to 82,294 4,433 0.99% 0.61% 192 +33,967 70.29% Q4 2025 Feb 17, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 81,462 4,389 1.28% 0.91% 193 +27,621 51.3% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 81,096 4,369 0.09% 0.14% 194 +12,370 18.0% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 79,976 4,309 0.06% 0.06% 195 +1,373 1.75% Q4 2025 Feb 09, 2026
SageView Advisory Group, LLC History Added to 79,764 4,297 0.15% 0.15% 196 +291 0.37% Q4 2025 Feb 17, 2026
Agate Pass Investment Management, LLC History Added to 79,623 4,290 1.59% 1.49% 197 +7,433 10.3% Q4 2025 Jan 08, 2026
Per Stirling Capital Management, LLC. History Added to 79,383 4,277 0.48% 0.49% 198 +4,292 5.72% Q4 2025 Feb 17, 2026
Smartleaf Asset Management LLC History Added to 78,974 4,267 0.16% 0.26% 199 +2,367 3.09% Q4 2025 Feb 13, 2026
Van Hulzen Asset Management, LLC History Reduced 79,019 4,257 0.31% 0.33% 200 -2,662 -3.26% Q4 2025 Feb 06, 2026
PEOPLES BANK /OH History Reduced 77,133 4,155 2.58% 2.66% 201 -2,858 -3.57% Q4 2025 Jan 29, 2026
Illumine Investment Management, LLC History Added to 76,435 4,118 3.0% 2.71% 202 +6,010 8.53% Q4 2025 Feb 09, 2026
Stratos Investment Management, LLC History Added to 76,412 4,117 0.16% 0.17% 203 +495 0.65% Q4 2025 Jan 20, 2026
CONSILIO WEALTH ADVISORS, LLC History New 76,312 4,111 1.2% — 204 +76,312 New Q4 2025 Mar 19, 2026
Breakwater Capital Group History Reduced 76,136 4,102 0.57% 0.61% 205 -685 -0.89% Q4 2025 Jan 09, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 75,748 4,081 0.45% 0.46% 206 -1,583 -2.05% Q4 2025 Jan 29, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 75,059 4,044 0.05% 0.05% 207 -7,234 -8.79% Q4 2025 Feb 02, 2026
Wealthstar Advisors, LLC History Reduced 73,857 3,979 1.75% 1.66% 208 -3,864 -4.97% Q4 2025 Jan 30, 2026
PARK AVENUE SECURITIES LLC History Added to 72,387 3,900 0.03% 0.02% 209 +35,141 94.35% Q4 2025 Jan 05, 2026
Banco Santander, S.A. History New 71,598 3,857 0.03% — 210 +71,598 New Q4 2025 Feb 13, 2026
Maia Wealth LLC History Added to 70,579 3,825 0.65% 0.35% 211 +32,412 84.92% Q4 2025 Feb 17, 2026
MERITAGE PORTFOLIO MANAGEMENT History Added to 70,924 3,821 0.25% 0.25% 212 +1,606 2.32% Q4 2025 Jan 27, 2026
Blue Trust, Inc. History Added to 70,854 3,817 0.04% 0.04% 213 +1,094 1.57% Q4 2025 Jan 16, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 70,414 3,793 0.01% 0.01% 214 +4,111 6.2% Q4 2025 Feb 13, 2026
Chesley Taft & Associates LLC History Added to 69,586 3,749 0.15% 0.15% 215 +2,850 4.27% Q4 2025 Jan 14, 2026
Procyon Advisors, LLC History Reduced 68,933 3,714 0.18% 0.22% 216 -638 -0.92% Q4 2025 Jan 07, 2026
SWS Partners History Added to 67,871 3,656 0.88% 0.89% 217 +751 1.12% Q4 2025 Jan 16, 2026
FORTE ASSET MANAGEMENT LLC History Added to 67,585 3,641 1.65% 1.69% 218 +2,509 3.86% Q4 2025 Jan 16, 2026
Center For Asset Management LLC History Reduced 66,443 3,579 1.87% 2.16% 219 -8,409 -11.23% Q4 2025 Jan 21, 2026
DMC Group, LLC History Added to 66,121 3,562 2.38% 2.43% 220 +1,193 1.84% Q4 2025 Jan 21, 2026
Fiduciary Alliance LLC History Added to 64,590 3,480 0.23% 0.22% 221 +5,229 8.81% Q4 2025 Jan 22, 2026
HSBC HOLDINGS PLC History Added to 64,305 3,464 0.0% 0.0% 222 +54,472 553.97% Q4 2025 Mar 20, 2026
RiverFront Investment Group, LLC History No change 59,062 3,182 0.05% 0.06% 223 0 0.0% Q4 2025 Feb 05, 2026
SCS Capital Management LLC History No change 58,930 3,175 0.03% 0.03% 224 0 0.0% Q4 2025 Feb 10, 2026
ADVISORY RESEARCH INC History No change 57,761 3,112 0.39% 0.41% 225 0 0.0% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 57,176 3,080 0.01% 0.01% 226 -6,132 -9.69% Q4 2025 Feb 17, 2026
Ackerman Capital Advisors, LLC History Reduced 55,371 2,983 0.6% 0.65% 227 -1,873 -3.27% Q4 2025 Feb 11, 2026
Great Diamond Partners, LLC History Added to 53,764 2,896 0.56% 0.55% 228 +1,148 2.18% Q4 2025 Feb 06, 2026
Fisher Asset Management, LLC History Reduced 53,079 2,859 0.0% 0.0% 229 -1,322 -2.43% Q4 2025 Feb 09, 2026
Revisor Wealth Management LLC History Reduced 52,697 2,842 0.76% 1.01% 230 -1,771 -3.25% Q4 2025 Jan 27, 2026
Private Wealth Management Group, LLC History Added to 52,737 2,841 0.76% 0.78% 231 +419 0.8% Q4 2025 Jan 23, 2026
Kensington Asset Management, LLC History Added to 52,464 2,835 0.15% 0.14% 232 +10,200 24.13% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Reduced 52,525 2,830 0.07% 0.07% 233 -1,870 -3.44% Q4 2025 Jan 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 52,362 2,821 0.0% 0.0% 234 +24,859 90.39% Q4 2025 Feb 18, 2026
UMB Bank, n.a. History Reduced 51,924 2,797 0.04% 0.05% 235 -8,278 -13.75% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Added to 51,116 2,754 0.16% 0.12% 236 +9,236 22.05% Q4 2025 Feb 17, 2026
Tranquilli Financial Advisor LLC History Reduced 51,030 2,749 1.59% 1.66% 237 -806 -1.55% Q4 2025 Jan 27, 2026
Courage Miller Partners, LLC History Added to 50,773 2,735 0.82% 0.81% 238 +945 1.9% Q4 2025 Jan 26, 2026
Concurrent Investment Advisors, LLC History Added to 49,452 2,664 0.03% 0.04% 239 +6,466 15.04% Q4 2025 Jan 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 49,438 2,663 0.13% 0.15% 240 +2,820 6.05% Q4 2025 Jan 28, 2026
Ballentine Partners, LLC History Added to 48,315 2,603 0.04% 0.03% 241 +1,838 3.95% Q4 2025 Feb 03, 2026
Pilgrim Partners Asia Pte Ltd History No change 48,115 2,592 1.24% 1.16% 242 0 0.0% Q4 2025 Feb 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 47,208 2,543 0.14% 0.11% 243 +12,935 37.74% Q4 2025 Jan 13, 2026
DAVIS R M INC History Reduced 46,855 2,524 0.04% 0.05% 244 -1,930 -3.96% Q4 2025 Feb 12, 2026
Arkadios Wealth Advisors History Reduced 46,273 2,493 0.05% 0.09% 245 -21,498 -31.72% Q4 2025 Feb 13, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 44,703 2,408 0.88% 0.76% 246 +11,821 35.95% Q4 2025 Feb 12, 2026
TAGStone Capital, Inc. History Reduced 44,272 2,385 0.89% 0.97% 247 -974 -2.15% Q4 2025 Feb 10, 2026
Forza Wealth Management, LLC History No change 44,000 2,370 0.86% 0.91% 248 0 0.0% Q4 2025 Feb 02, 2026
Busey Bank History Reduced 43,691 2,354 0.06% 0.07% 249 -56 -0.13% Q4 2025 Jan 27, 2026
Bigelow Investment Advisors, LLC History Added to 41,982 2,261 0.88% 0.87% 250 +1,849 4.61% Q4 2025 Jan 28, 2026
Dynamic Advisor Solutions LLC History Added to 41,811 2,252 0.07% 0.06% 251 +3,337 8.67% Q4 2025 Jan 09, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 41,786 2,251 0.15% 0.16% 252 -2,063 -4.7% Q4 2025 Jan 26, 2026
Sanctuary Advisors, LLC History Added to 41,315 2,226 0.01% 0.01% 253 +11,069 36.6% Q4 2025 Jan 29, 2026
OPTIMA CAPITAL LLC History New 41,219 2,220 0.96% — 254 +41,219 New Q4 2025 Jan 23, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 40,735 2,194 0.08% 0.08% 255 +3,119 8.29% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Reduced 39,938 2,151 0.05% 0.05% 256 -263 -0.65% Q4 2025 Feb 17, 2026
Brown Financial Advisors History Added to 39,845 2,146 0.79% 0.79% 257 +136 0.34% Q4 2025 Feb 17, 2026
Capital Investment Counsel, LLC History Added to 39,760 2,142 0.3% 0.28% 258 +4,087 11.46% Q4 2025 Feb 02, 2026
Israel Discount Bank of New York History Reduced 39,755 2,141 5.83% 6.99% 259 -3,912 -8.96% Q4 2025 Jan 28, 2026
Bridgewater Advisors Inc. History No change 39,348 2,122 0.14% 0.15% 260 0 0.0% Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Added to 38,916 2,096 0.04% 0.04% 261 +8,991 30.05% Q4 2025 Feb 03, 2026
Squire Investment Management Company, LLC History Added to 38,868 2,094 0.63% 0.55% 262 +7,787 25.05% Q4 2025 Jan 22, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 38,147 2,055 0.03% 0.03% 263 -4,837 -11.25% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 37,353 2,012 0.01% — 264 +37,353 New Q4 2025 Feb 18, 2026
RFG Advisory, LLC History Reduced 36,812 1,983 0.04% 0.09% 265 -41,405 -52.94% Q4 2025 Feb 03, 2026
Montecito Bank & Trust History Reduced 36,735 1,979 0.32% 0.33% 266 -2,385 -6.1% Q4 2025 Jan 09, 2026
Strategic Investment Advisors / MI History Added to 35,737 1,925 0.17% 0.17% 267 +35,303 8134.33% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 35,133 1,893 0.02% 0.03% 268 -19,447 -35.63% Q4 2025 Feb 11, 2026
PW ADVISORS, LLC \ FL History New 35,119 1,892 1.52% — 269 +35,119 New Q4 2025 Feb 17, 2026
Archvest Wealth Advisors, Inc. History Added to 35,094 1,890 1.21% 1.54% 270 +3,034 9.46% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Added to 34,795 1,874 0.03% 0.03% 271 +97 0.28% Q4 2025 Feb 02, 2026
Corient Private Wealth LLC History Added to 34,962 1,832 0.0% 0.0% 272 +7,688 28.19% Q4 2025 Mar 09, 2026
TFB Advisors LLC History Reduced 33,977 1,830 0.51% 0.54% 273 -102 -0.3% Q4 2025 Feb 13, 2026
JT Stratford LLC History Added to 33,837 1,823 0.23% 0.06% 274 +25,638 312.7% Q4 2025 Feb 12, 2026
Calamos Wealth Management LLC History No change 32,929 1,774 0.06% 0.06% 275 0 0.0% Q4 2025 Jan 29, 2026
Eagle Wealth Advisors LLC History New 32,690 1,761 1.5% — 276 +32,690 New Q4 2025 Jan 29, 2026
Pinnacle Family Advisors, LLC History Reduced 31,979 1,723 0.76% 0.76% 277 -350 -1.08% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Added to 31,749 1,711 0.05% 0.05% 278 +552 1.77% Q4 2025 Feb 11, 2026
Charles Schwab Trust Co History Reduced 31,655 1,705 0.11% 0.12% 279 -48 -0.15% Q4 2025 Jan 09, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 31,613 1,703 0.26% 0.31% 280 -4,151 -11.61% Q4 2025 Jan 23, 2026
Cumberland Partners Ltd History Added to 31,458 1,694 0.1% 0.11% 281 +648 2.1% Q4 2025 Feb 06, 2026
AmeriServ Wealth Advisors History Reduced 31,361 1,689 0.98% 1.58% 282 -26,488 -45.79% Q4 2025 Feb 10, 2026
Royal Fund Management, LLC History Added to 31,265 1,684 0.15% 0.05% 283 +22,830 270.66% Q4 2025 Jan 15, 2026
Advisory Services Network, LLC History Added to 30,924 1,666 0.02% 0.02% 284 +443 1.45% Q4 2025 Feb 17, 2026
BENJAMIN EDWARDS INC History Reduced 30,589 1,648 0.02% 0.02% 285 -898 -2.85% Q4 2025 Feb 02, 2026
Wealth Enhancement Trust Services, Inc. History New 30,284 1,631 0.21% — 286 +30,284 New Q4 2025 Jan 27, 2026
WESPAC Advisors, LLC History Reduced 30,025 1,617 0.88% 1.02% 287 -2,148 -6.68% Q4 2025 Jan 14, 2026
BARCLAYS PLC History Reduced 29,677 1,598 0.0% 0.0% 288 -5,433 -15.47% Q4 2025 Feb 13, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 28,951 1,559 0.09% 0.09% 289 +5,075 21.26% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO History No change 28,757 1,552 0.02% 0.02% 290 0 0.0% Q4 2025 Jan 26, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 28,662 1,544 0.03% 0.02% 291 +10,090 54.33% Q4 2025 Feb 12, 2026
&PARTNERS History Added to 26,093 1,539 0.01% 0.01% 292 +3,266 14.31% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History New 28,113 1,514 0.0% — 293 +28,113 New Q4 2025 Feb 12, 2026
YHB Investment Advisors, Inc. History Added to 27,414 1,477 0.1% 0.08% 294 +6,280 29.72% Q4 2025 Jan 16, 2026
ETF Portfolio Partners, Inc. History No change 27,384 1,475 0.38% 0.39% 295 0 0.0% Q4 2025 Jan 20, 2026
STEINBERGANNA WEALTH MANAGEMENT History Reduced 26,841 1,446 0.68% 0.69% 296 -140 -0.52% Q4 2025 Jan 26, 2026
Western Wealth Management, LLC History Added to 26,505 1,428 0.07% 0.02% 297 +19,696 289.26% Q4 2025 Feb 05, 2026
Global Retirement Partners, LLC History Added to 26,467 1,426 0.03% 0.02% 298 +7,966 43.06% Q4 2025 Feb 06, 2026
CRUX WEALTH ADVISORS History Reduced 25,895 1,395 0.52% 0.65% 299 -4,466 -14.71% Q4 2025 Jan 21, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 25,661 1,382 0.07% 0.08% 300 -2,777 -9.77% Q4 2025 Feb 11, 2026
Holistic Financial Partners History Added to 25,366 1,366 0.5% 0.54% 301 +907 3.71% Q4 2025 Jan 07, 2026
Union Bancaire Privee, UBP SA History Reduced 25,276 1,365 0.02% 0.02% 302 -2,113 -7.71% Q4 2025 Jan 05, 2026
Allworth Financial LP History New 25,309 1,363 0.01% — 303 +25,309 New Q4 2025 Feb 05, 2026
Fire Capital Management LLC History New 25,061 1,350 0.67% — 304 +25,061 New Q4 2025 Feb 03, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 24,993 1,346 0.87% 1.04% 305 -10,469 -29.52% Q4 2025 Feb 09, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 24,769 1,334 0.01% 0.01% 306 +339 1.39% Q4 2025 Feb 09, 2026
Prospera Financial Services Inc History Added to 24,583 1,325 0.02% 0.02% 307 +1,840 8.09% Q4 2025 Feb 09, 2026
Boltwood Capital Management History Added to 24,538 1,322 0.34% 0.34% 308 +635 2.66% Q4 2025 Jan 02, 2026
PKS Advisory Services, LLC History Added to 24,512 1,320 0.3% 0.19% 309 +7,580 44.77% Q4 2025 Feb 02, 2026
Enclave Advisors LLC History Reduced 24,471 1,318 0.19% 0.21% 310 -1,182 -4.61% Q4 2025 Jan 14, 2026
F/m Investments LLC History Added to 24,416 1,315 0.05% 0.05% 311 +355 1.48% Q4 2025 Feb 03, 2026
Diversified Portfolios, Inc. History Added to 24,015 1,293 0.11% 0.11% 312 +380 1.61% Q4 2025 Feb 09, 2026
Texas Bank & Trust Co History Added to 23,154 1,247 0.45% 0.47% 313 +100 0.43% Q4 2025 Feb 06, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 23,139 1,246 0.09% — 314 +23,139 New Q4 2025 Feb 09, 2026
Valtrion Capital Management, LLC History Added to 22,848 1,231 1.23% 1.21% 315 +2,071 9.97% Q4 2025 Feb 11, 2026
First International Bank of Israel Ltd. History Added to 22,669 1,221 0.58% 0.69% 316 +195 0.87% Q4 2025 Feb 12, 2026
PLANWISER FINANCIAL, LLC History Reduced 22,380 1,207 0.9% 3.98% 317 -70,802 -75.98% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 22,332 1,203 0.03% 0.03% 318 +3,636 19.45% Q4 2025 Feb 09, 2026
Voya Financial Advisors, Inc. History Reduced 22,163 1,198 0.12% 0.12% 320 -245 -1.09% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 22,229 1,198 0.01% 0.01% 319 0 0.0% Q4 2025 Jan 28, 2026
IFP Advisors, Inc History Added to 21,952 1,182 0.03% 0.02% 321 +5,897 36.73% Q4 2025 Feb 06, 2026
SAX WEALTH ADVISORS, LLC History New 21,477 1,157 0.05% — 322 +21,477 New Q4 2025 Jan 12, 2026
Diversify Advisory Services, LLC History Reduced 21,294 1,147 0.04% 0.04% 323 -3,357 -13.62% Q4 2025 Jan 23, 2026
Manchester Capital Management LLC History New 20,851 1,123 0.15% — 324 +20,851 New Q4 2025 Feb 11, 2026
Paladin Wealth, LLC History Added to 20,634 1,111 0.76% 0.8% 326 +349 1.72% Q4 2025 Jan 15, 2026
Grey Ledge Advisors, LLC History Added to 20,631 1,111 0.25% 0.25% 325 +118 0.58% Q4 2025 Feb 05, 2026
Winter & Associates, Inc. History New 20,477 1,103 1.02% — 327 +20,477 New Q4 2025 Feb 13, 2026
United Advisor Group, LLC History Reduced 20,453 1,102 0.14% 0.19% 328 -5,575 -21.42% Q4 2025 Jan 26, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 20,435 1,101 0.09% 0.09% 329 +1,816 9.75% Q4 2025 Jan 15, 2026
Asset One Wealth Management LLC History New 19,855 1,067 0.15% — 330 +19,855 New Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History New 19,693 1,061 0.02% — 331 +19,693 New Q4 2025 Feb 05, 2026
Horizon Investment Services, LLC History Added to 19,572 1,054 0.38% 0.36% 332 +1,924 10.9% Q4 2025 Feb 13, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 19,551 1,053 0.58% 0.64% 333 -961 -4.69% Q4 2025 Jan 12, 2026
SWP FINANCIAL LLC History Added to 19,206 1,034 0.52% 0.51% 334 +700 3.78% Q4 2025 Jan 16, 2026
JPL Wealth Management, LLC History Added to 19,018 1,024 0.25% 0.17% 335 +5,428 39.94% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 18,900 1,018 0.0% 0.0% 336 0 0.0% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 18,562 1,000 0.01% 0.01% 337 -4,682 -20.14% Q4 2025 Feb 05, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 18,285 985 0.38% 0.38% 338 0 0.0% Q4 2025 Feb 13, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 17,777 957 0.41% 0.42% 339 +943 5.6% Q4 2025 Jan 22, 2026
Wescott Financial Advisory Group, LLC History Added to 17,734 955 0.08% 0.09% 340 +41 0.23% Q4 2025 Feb 12, 2026
Hexagon Capital Partners LLC History Reduced 17,676 952 0.18% 0.22% 341 -2,925 -14.2% Q4 2025 Feb 06, 2026
Payne Capital LLC History Added to 17,486 942 0.96% 0.96% 342 +5 0.03% Q4 2025 Jan 20, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 17,380 936 0.01% 0.01% 343 -552 -3.08% Q4 2025 Feb 17, 2026
VICUS CAPITAL History Reduced 17,367 935 0.07% 0.07% 344 -140 -0.8% Q4 2025 Jan 22, 2026
Calamos Advisors LLC History Added to 16,725 901 0.0% 0.0% 345 +2,004 13.61% Q4 2025 Jan 29, 2026
SIMON QUICK ADVISORS, LLC History Reduced 16,685 898 0.04% 0.04% 346 -289 -1.7% Q4 2025 Jan 29, 2026
Ameritas Advisory Services, LLC History Added to 16,569 892 0.03% 0.01% 347 +14,276 622.59% Q4 2025 Feb 04, 2026
Panoramic Capital Partners, LLC History Reduced 16,435 885 0.54% 0.57% 348 -90 -0.54% Q4 2025 Jan 07, 2026
J.W. COLE ADVISORS, INC. History Reduced 23,981 879 0.02% 0.04% 349 -12,865 -34.92% Q4 2025 Feb 11, 2026
4J Wealth Management LLC History Reduced 16,286 877 0.5% 0.53% 350 -463 -2.76% Q4 2025 Jan 15, 2026
MITCHELL SINKLER & STARR/PA History No change 16,071 865 0.39% 0.39% 351 0 0.0% Q4 2025 Feb 11, 2026
NORTH DALLAS BANK & TRUST CO History New 16,025 863 0.56% — 352 +16,025 New Q4 2025 Feb 11, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 15,606 840 0.34% 0.3% 353 +2,316 17.43% Q4 2025 Feb 11, 2026
Ameritas Investment Partners, Inc. History Reduced 15,289 823 0.03% 0.03% 354 -490 -3.11% Q4 2025 Feb 11, 2026
Hobbs Group Advisors, LLC History Added to 15,275 823 0.25% 0.26% 355 +20 0.13% Q4 2025 Jan 28, 2026
Bangor Savings Bank History Added to 15,227 820 0.07% 0.04% 356 +5,417 55.22% Q4 2025 Jan 16, 2026
J. Mark Nickell & Co. History New 15,126 814 0.75% — 357 +15,126 New Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 15,111 814 0.01% — 358 +15,111 New Q4 2025 Feb 18, 2026
WAYSTONE ADVISORS LLC History New 14,981 807 0.69% — 359 +14,981 New Q4 2025 Feb 09, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 14,850 800 0.17% 0.22% 360 -4,163 -21.9% Q4 2025 Jan 21, 2026
Brucke Financial, Inc. History Reduced 14,859 800 0.44% 0.47% 361 -147 -0.98% Q4 2025 Jan 12, 2026
ACT WEALTH MANAGEMENT, LLC History No change 14,815 798 0.26% 0.28% 362 0 0.0% Q4 2025 Jan 15, 2026
Mattson Financial Services, LLC History Added to 14,771 795 0.19% 0.19% 363 +50 0.34% Q4 2025 Feb 12, 2026
ALLIANZ SE History New 14,597 786 0.01% — 364 +14,597 New Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 14,596 786 0.02% 0.03% 365 +329 2.31% Q4 2025 Feb 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 14,373 774 0.01% 0.01% 366 +785 5.78% Q4 2025 Jan 29, 2026
DUNCKER STREETT & CO INC History No change 14,127 761 0.14% 0.13% 367 0 0.0% Q4 2025 Jan 27, 2026
Regal Investment Advisors LLC History Added to 14,055 757 0.05% 0.02% 368 +7,035 100.21% Q4 2025 Feb 17, 2026
Prossimo Advisors, LLC History Added to 13,845 745 4.8% 5.49% 369 +41 0.3% Q4 2025 Feb 06, 2026
New Republic Capital, LLC History New 13,737 740 0.2% — 370 +13,737 New Q4 2025 Feb 10, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 13,451 724 0.09% 0.08% 371 +818 6.48% Q4 2025 Feb 13, 2026
Miller Capital Partners, Inc. History New 13,400 721 0.36% — 372 +13,400 New Q4 2025 Feb 17, 2026
Hudson Portfolio Management LLC History No change 13,090 705 0.61% 0.63% 373 0 0.0% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 12,757 687 0.01% 0.01% 374 -1,961 -13.32% Q4 2025 Jan 15, 2026
CHOREO, LLC History Reduced 12,682 685 0.01% 0.01% 375 -5,168 -28.95% Q4 2025 Jan 23, 2026
BOURGEON CAPITAL MANAGEMENT LLC History Added to 12,300 662 0.11% 0.12% 376 +90 0.74% Q4 2025 Jan 15, 2026
Hoxton Planning & Management, LLC History Reduced 12,232 659 0.2% 0.21% 377 -71 -0.58% Q4 2025 Feb 11, 2026
SHP Wealth Management History New 12,190 656 0.05% — 378 +12,190 New Q4 2025 Mar 04, 2026
Legacy Capital Group California, Inc. History Reduced 12,164 655 0.16% 0.27% 379 -7,090 -36.82% Q4 2025 Jan 28, 2026
Independent Advisor Alliance History Reduced 11,995 646 0.02% 0.02% 380 -56 -0.46% Q4 2025 Feb 04, 2026
GFI Investment Counsel Ltd. History No change 11,984 645 0.07% 0.07% 381 0 0.0% Q4 2025 Feb 25, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 11,855 638 0.01% 0.01% 382 0 0.0% Q4 2025 Jan 15, 2026
Fortis Capital Management LLC History Added to 11,758 633 0.08% 0.09% 383 +184 1.59% Q4 2025 Feb 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 11,722 631 0.18% 0.2% 384 -1,003 -7.88% Q4 2025 Feb 04, 2026
Integrated Wealth Concepts LLC History Added to 11,546 622 0.01% 0.01% 385 +1,154 11.1% Q4 2025 Feb 13, 2026
EFG International AG History New 11,490 619 0.01% — 386 +11,490 New Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 11,466 617 0.01% 0.01% 387 +1,485 14.88% Q4 2025 Feb 19, 2026
COURIER CAPITAL LLC History Added to 11,360 612 0.03% 0.04% 388 +21 0.19% Q4 2025 Jan 29, 2026
STEVENS CAPITAL PARTNERS History New 11,226 604 0.16% — 389 +11,226 New Q4 2025 Jan 27, 2026
Verdence Capital Advisors LLC History Added to 10,879 586 0.03% 0.03% 390 +1,407 14.85% Q4 2025 Jan 29, 2026
NTV ASSET MANAGEMENT LLC History Reduced 10,860 585 0.06% 0.07% 391 -277 -2.49% Q4 2025 Jan 20, 2026
Merited Wealth, LLC History New 10,831 583 0.54% — 392 +10,831 New Q4 2025 Mar 26, 2026
Perigon Wealth Management, LLC History Reduced 10,742 578 0.01% 0.01% 393 -2,732 -20.28% Q4 2025 Jan 16, 2026
SAGE ADVISORS, LLC History New 10,716 577 0.38% — 395 +10,716 New Q4 2025 Jan 13, 2026
Savvy Advisors, Inc. History Added to 10,727 577 0.02% 0.01% 394 +6,095 131.58% Q4 2025 Jan 20, 2026
Keel Point, LLC History Added to 10,591 570 0.03% 0.03% 396 +409 4.02% Q4 2025 Feb 12, 2026
Meridian Wealth Management, LLC History Reduced 10,514 566 0.02% 0.05% 397 -11,706 -52.68% Q4 2025 Feb 04, 2026
BINGHAM PRIVATE WEALTH, LLC History New 10,438 562 0.49% — 400 +10,438 New Q4 2025 Jan 23, 2026
Lineweaver Wealth Advisors, LLC History Added to 10,447 562 0.08% 0.08% 398 +26 0.25% Q4 2025 Jan 14, 2026
FOCUS Wealth Advisors, LLC History No change 10,434 562 0.26% 0.27% 399 0 0.0% Q4 2025 Jan 09, 2026
Simmons Bank History Reduced 10,406 560 0.04% 0.04% 401 -200 -1.89% Q4 2025 Feb 05, 2026
Resurgent Financial Advisors LLC History Added to 10,296 554 0.28% 0.25% 402 +950 10.16% Q4 2025 Feb 12, 2026
Florida Trust Wealth Management Co History Added to 10,246 552 0.02% 0.01% 403 +2,241 28.0% Q4 2025 Jan 20, 2026
Ascent Group, LLC History Reduced 10,192 549 0.02% 0.02% 404 -2,057 -16.79% Q4 2025 Jan 20, 2026
Equitable Holdings, Inc. History Reduced 10,029 540 0.0% 0.01% 405 -12,182 -54.85% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 10,009 539 0.01% 0.01% 406 -35 -0.35% Q4 2025 Jan 29, 2026
CULLEN/FROST BANKERS, INC. History New 10,000 538 0.01% — 407 +10,000 New Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Added to 9,984 537 0.05% 0.03% 408 +3,317 49.75% Q4 2025 Jan 26, 2026
Equita Financial Network, Inc. History Reduced 9,876 532 0.16% 0.18% 409 -247 -2.44% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Reduced 9,825 529 0.04% 0.04% 410 -707 -6.71% Q4 2025 Jan 29, 2026
Meridian Financial Advisors, LLC History Added to 9,777 526 0.29% 0.25% 411 +1,478 17.81% Q4 2025 Jan 23, 2026
Walleye Partners, LLC History New 9,728 524 0.58% — 413 +9,728 New Q4 2025 Jan 28, 2026
Vestmark Advisory Solutions, Inc. History Reduced 9,729 524 0.01% 0.01% 412 -121 -1.23% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Reduced 9,609 517 0.03% 0.03% 414 -177 -1.81% Q4 2025 Jan 20, 2026
KPP Advisory Services LLC History Added to 9,592 516 0.07% 0.07% 415 +742 8.38% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History Reduced 9,556 514 0.01% 0.01% 416 -1,954 -16.98% Q4 2025 Jan 22, 2026
FIRST HORIZON CORP History Reduced 9,427 507 0.02% 0.03% 417 -660 -6.54% Q4 2025 Jan 27, 2026
COMMERCE BANK History Added to 9,382 505 0.0% 0.0% 418 +2,707 40.55% Q4 2025 Feb 13, 2026
Bellecapital International Ltd. History No change 9,336 503 0.09% 0.08% 419 0 0.0% Q4 2025 Feb 02, 2026
Axis Wealth Partners, LLC History Reduced 9,289 500 0.28% 0.42% 420 -3,885 -29.49% Q4 2025 Jan 30, 2026
Precision Wealth Strategies, LLC History Reduced 9,279 499 0.16% 0.2% 421 -2,140 -18.74% Q4 2025 Jan 30, 2026
Wealth Advisory Solutions, LLC History Reduced 9,162 493 0.11% 0.13% 422 -528 -5.45% Q4 2025 Jan 16, 2026
Orion Porfolio Solutions, LLC History Added to 9,102 490 0.0% 0.0% 423 +2,121 30.38% Q4 2025 Feb 12, 2026
Lantern Wealth Advisors, LLC History Added to 8,919 480 0.26% 0.22% 424 +1,063 13.53% Q4 2025 Feb 17, 2026
Hilltop Partners LLC History Reduced 8,891 479 0.12% 0.15% 425 -228 -2.5% Q4 2025 Feb 10, 2026
Adams Wealth Management History Reduced 8,834 475 0.1% 0.15% 427 -3,889 -30.57% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 8,834 475 0.09% 0.14% 429 -3,889 -30.57% Q4 2025 Feb 18, 2026
Omega Financial Group, LLC History No change 8,829 475 0.16% 0.16% 426 0 0.0% Q4 2025 Jan 28, 2026
CHANNEL WEALTH LLC History No change 8,829 475 0.12% 0.13% 428 0 0.0% Q4 2025 Feb 03, 2026
Trivium Point Advisory, LLC History Reduced 8,784 473 0.05% 0.06% 430 -1,499 -14.58% Q4 2025 Jan 26, 2026
Transcendent Capital Group LLC History Added to 8,797 473 0.21% 0.21% 431 +16 0.18% Q4 2025 Jan 26, 2026
Stokes Family Office, LLC History No change 8,663 466 0.04% 0.04% 432 0 0.0% Q4 2025 Feb 18, 2026
CWA Asset Management Group, LLC History Reduced 8,636 465 0.02% 0.02% 434 -476 -5.22% Q4 2025 Jan 07, 2026
Stratos Wealth Partners, LTD. History Reduced 8,634 465 0.01% 0.01% 433 -82 -0.94% Q4 2025 Jan 20, 2026
Vantage Financial Partners, LLC History Reduced 8,555 460 0.09% 0.11% 435 -903 -9.55% Q4 2025 Feb 03, 2026
MMA ASSET MANAGEMENT LLC History Added to 8,499 457 0.16% 0.01% 436 +8,093 1993.35% Q4 2025 Feb 03, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 8,452 456 0.01% 0.01% 437 -1,610 -16.0% Q4 2025 Jan 26, 2026
SAWGRASS ASSET MANAGEMENT LLC History Reduced 8,379 451 0.06% 0.06% 438 -100 -1.18% Q4 2025 Feb 09, 2026
Avior Wealth Management, LLC History Reduced 8,168 440 0.01% 0.01% 439 -307 -3.62% Q4 2025 Jan 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 8,159 439 0.01% 0.01% 440 -830 -9.23% Q4 2025 Jan 07, 2026
Sowell Financial Services LLC History Added to 8,094 436 0.02% 0.01% 441 +935 13.06% Q4 2025 Jan 21, 2026
Quotient Wealth Partners, LLC History Reduced 8,019 432 0.01% 0.01% 442 -539 -6.3% Q4 2025 Jan 22, 2026
Ceeto Capital Group, LLC History No change 8,000 431 0.13% 0.13% 443 0 0.0% Q4 2025 Feb 13, 2026
Peoples Bank/KS History No change 8,000 431 0.43% 0.43% 444 0 0.0% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History New 7,747 417 0.0% — 445 +7,747 New Q4 2025 Feb 18, 2026
Ancora Advisors LLC History Reduced 7,689 414 0.01% 0.01% 446 -222 -2.81% Q4 2025 Feb 17, 2026
Freedom Investment Management, Inc. History Added to 7,665 413 0.12% 0.11% 447 +111 1.47% Q4 2025 Feb 06, 2026
Exchange Bank History No change 7,672 413 0.29% 0.29% 448 0 0.0% Q4 2025 Jan 13, 2026
Ausdal Financial Partners, Inc. History Added to 7,654 412 0.02% 0.01% 449 +2,273 42.24% Q4 2025 Feb 13, 2026
Evolution Wealth Advisors, LLC History Added to 7,619 410 0.04% 0.06% 450 +1 0.01% Q4 2025 Jan 12, 2026
Sandhill Capital Partners LLC History Added to 7,407 399 0.03% 0.03% 451 +615 9.05% Q4 2025 Feb 12, 2026
Wynn Capital, LLC History No change 7,400 398 0.19% 0.19% 452 0 0.0% Q4 2025 Jan 13, 2026
Clearstead Advisors, LLC History No change 7,367 396 0.0% 0.01% 453 0 0.0% Q4 2025 Feb 09, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 7,146 385 0.03% — 455 +7,146 New Q4 2025 Jan 23, 2026
Argent Trust Co History No change 7,149 385 0.01% 0.01% 454 0 0.0% Q4 2025 Feb 10, 2026
Destiny Capital Corp/CO History Reduced 7,052 379 0.2% 0.28% 456 -2,383 -25.26% Q4 2025 Jan 23, 2026
PFG Investments, LLC History Added to 6,872 370 0.02% 0.02% 457 +437 6.79% Q4 2025 Jan 26, 2026
Savant Capital, LLC History Reduced 6,831 368 0.0% 0.0% 458 -1,897 -21.73% Q4 2025 Feb 10, 2026
FC Advisory LLC History Added to 6,796 366 0.11% 0.11% 460 +79 1.18% Q4 2025 Jan 13, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 6,829 366 0.03% 0.03% 459 0 0.0% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 6,611 356 0.0% 0.0% 461 -1,504 -18.53% Q4 2025 Feb 11, 2026
Kelly Financial Services LLC History New 6,601 355 0.09% — 462 +6,601 New Q4 2025 Jan 13, 2026
McAdam, LLC History New 6,567 353 0.02% — 463 +6,567 New Q4 2025 Feb 13, 2026
A4 Wealth Advisors LLC History Reduced 6,533 351 0.3% 0.43% 464 -2,834 -30.26% Q4 2025 Feb 13, 2026
BSW Wealth Partners History No change 6,500 350 0.04% 0.04% 465 0 0.0% Q4 2025 Jan 23, 2026
Paragon Capital Management Ltd History Reduced 6,485 349 0.07% 0.07% 466 -409 -5.93% Q4 2025 Jan 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 6,345 341 0.02% 0.02% 467 -84 -1.31% Q4 2025 Jan 26, 2026
PFG Advisors History New 6,315 340 0.02% — 469 +6,315 New Q4 2025 Jan 27, 2026
NBT BANK N A /NY History No change 6,322 340 0.02% 0.02% 468 0 0.0% Q4 2025 Jan 23, 2026
Heartwood Wealth Advisors LLC History No change 6,172 332 0.03% 0.03% 470 0 0.0% Q4 2025 Jan 12, 2026
Hofer & Associates. Inc History Reduced 6,155 331 0.18% 0.19% 471 -100 -1.6% Q4 2025 Jan 15, 2026
Wealthcare Advisory Partners LLC History Added to 6,115 329 0.01% 0.01% 472 +120 2.0% Q4 2025 Jan 14, 2026
Merit Financial Group, LLC History Added to 6,082 327 0.0% 0.0% 473 +182 3.08% Q4 2025 Jan 26, 2026
Heck Capital Advisors, LLC History New 6,026 324 0.02% — 474 +6,026 New Q4 2025 Jan 16, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 6,000 323 0.04% 0.04% 475 +100 1.69% Q4 2025 Jan 20, 2026
Obermeyer Wealth Partners History No change 5,960 321 0.01% 0.02% 476 0 0.0% Q4 2025 Jan 29, 2026
TCTC Holdings, LLC History Reduced 5,887 317 0.01% 0.01% 477 -191 -3.14% Q4 2025 Feb 12, 2026
Csenge Advisory Group History New 5,878 316 0.01% — 478 +5,878 New Q4 2025 Feb 06, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 5,829 314 0.02% 0.02% 479 -31 -0.53% Q4 2025 Feb 11, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 5,814 313 0.01% 0.3% 481 -112,594 -95.09% Q4 2025 Feb 09, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 5,825 313 0.05% 0.05% 480 +25 0.43% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Added to 5,762 310 0.01% 0.01% 482 +426 7.98% Q4 2025 Feb 09, 2026
Inman Jager Wealth Management, LLC History Added to 5,712 307 0.19% 0.19% 483 +131 2.35% Q4 2025 Jan 26, 2026
Sunbelt Securities, Inc. History Reduced 5,665 305 0.02% 0.02% 484 -31 -0.54% Q4 2025 Feb 20, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 5,650 304 0.01% 0.01% 485 +1,100 24.18% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Reduced 5,627 303 0.0% 0.0% 486 -401 -6.65% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 5,537 298 0.0% 0.0% 487 +795 16.77% Q4 2025 Jan 26, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 5,457 294 0.04% — 488 +5,457 New Q4 2025 Feb 13, 2026
Seaside Wealth Management, Inc. History Added to 5,470 294 0.08% 0.09% 489 +18 0.33% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,410 291 0.01% 0.01% 490 0 0.0% Q4 2025 Feb 09, 2026
Genesis Wealth Advisors, LLC History No change 5,373 289 0.2% 0.2% 491 0 0.0% Q4 2025 Feb 13, 2026
Accurate Wealth Management, LLC History Reduced 5,307 286 0.04% 0.04% 492 -163 -2.98% Q4 2025 Jan 14, 2026
REGIONS FINANCIAL CORP History New 5,279 284 0.0% — 493 +5,279 New Q4 2025 Jan 27, 2026
OneDigital Investment Advisors LLC History Reduced 5,261 283 0.0% 0.0% 494 -2,440 -31.68% Q4 2025 Feb 13, 2026
Rossby Financial, LCC History Added to 5,227 281 0.09% 0.09% 495 +287 5.81% Q4 2025 Feb 12, 2026
FLAGSTAR ADVISORS INC History Added to 5,203 280 0.09% 0.09% 496 +55 1.07% Q4 2025 Jan 13, 2026
FIRST NATIONAL BANK OF OMAHA History New 5,171 279 0.01% — 497 +5,171 New Q4 2025 Feb 13, 2026
First Heartland Consultants, Inc. History Added to 5,121 275 0.02% 0.02% 498 +435 9.28% Q4 2025 Jan 09, 2026
Evanson Asset Management, LLC History No change 5,016 270 0.01% 0.02% 499 0 0.0% Q4 2025 Jan 12, 2026
Spire Wealth Management History Added to 4,939 266 0.01% 0.01% 501 +825 20.05% Q4 2025 Jan 14, 2026
Lee Financial Co History No change 4,950 266 0.04% 0.03% 500 0 0.0% Q4 2025 Jan 22, 2026
Beacon Bank & Trust History No change 4,867 262 0.05% 0.06% 502 0 0.0% Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History Added to 4,823 259 0.01% 0.01% 503 +398 8.99% Q4 2025 Feb 02, 2026
Kovack Advisors, Inc. History Added to 4,737 255 0.01% 0.02% 504 +743 18.6% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Reduced 4,732 254 0.0% 0.01% 506 -1,811 -27.68% Q4 2025 Feb 13, 2026
Apriem Advisors History Added to 4,722 254 0.02% 0.02% 505 +107 2.32% Q4 2025 Feb 13, 2026
Apella Capital, LLC History No change 4,715 254 0.01% 0.01% 507 0 0.0% Q4 2025 Jan 21, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 4,679 252 0.16% 0.17% 508 0 0.0% Q4 2025 Feb 17, 2026
AUGUSTINE ASSET MANAGEMENT INC History New 4,650 250 0.05% — 509 +4,650 New Q4 2025 Jan 16, 2026
MERIDIAN MANAGEMENT CO History Reduced 4,649 250 0.06% 0.07% 510 -280 -5.68% Q4 2025 Feb 10, 2026
Crumly & Associates Inc. History No change 4,625 249 0.05% 0.05% 511 0 0.0% Q4 2025 Jan 14, 2026
Sage Advisory Services, Ltd.Co. History Reduced 4,576 247 0.13% 0.36% 512 -8,272 -64.38% Q4 2025 Jan 28, 2026
Geneos Wealth Management Inc. History Reduced 4,584 246 0.01% 0.01% 513 -394 -7.91% Q4 2025 Jan 28, 2026
Prostatis Group LLC History Added to 4,537 244 0.06% 0.06% 514 +68 1.52% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 4,502 242 0.0% — 515 +4,502 New Q4 2025 Feb 13, 2026
Pinion Investment Advisors, LLC History New 4,479 241 0.06% — 516 +4,479 New Q4 2025 Jan 29, 2026
New World Advisors LLC History Added to 4,491 241 0.04% 0.04% 517 +70 1.58% Q4 2025 Feb 06, 2026
CIBC WORLD MARKET INC. History New 4,414 237 0.0% — 518 +4,414 New Q4 2025 Feb 10, 2026
PROMETHIUM ADVISORS,LLC History No change 4,403 237 0.13% 0.14% 519 0 0.0% Q4 2025 Feb 12, 2026
Expressive Wealth LLC History New 4,384 236 0.25% — 520 +4,384 New Q4 2025 Feb 09, 2026
Y.D. More Investments Ltd History No change 4,300 231 0.01% 0.01% 521 0 0.0% Q4 2025 Jan 21, 2026
UNION SAVINGS BANK History New 4,269 230 0.1% — 522 +4,269 New Q4 2025 Mar 06, 2026
Ledyard National Bank History No change 4,259 229 0.02% 0.02% 523 0 0.0% Q4 2025 Jan 21, 2026
Farrell Financial LLC History Added to 4,231 227 0.13% 0.14% 525 +66 1.58% Q4 2025 Jan 12, 2026
VISTA INVESTMENT MANAGEMENT History No change 4,222 227 0.07% 0.08% 524 0 0.0% Q4 2025 Feb 17, 2026
XML Financial, LLC History New 4,198 226 0.02% — 526 +4,198 New Q4 2025 Feb 11, 2026
Balefire, LLC History Added to 4,193 225 0.04% 0.04% 528 +366 9.56% Q4 2025 Jan 12, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Reduced 4,192 225 0.1% 0.11% 529 -236 -5.33% Q4 2025 Jan 14, 2026
Trilogy Capital Inc. History No change 4,183 225 0.01% 0.01% 527 0 0.0% Q4 2025 Jan 22, 2026
Gradient Capital Advisors, LLC History No change 4,141 223 0.06% 0.06% 530 0 0.0% Q4 2025 Feb 06, 2026
Braun-Bostich & Associates Inc. History Reduced 4,129 222 0.14% 0.14% 531 -23 -0.55% Q4 2025 Jan 14, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 4,105 221 0.0% 0.0% 532 0 0.0% Q4 2025 Jan 13, 2026
OneAscent Financial Services LLC History New 4,085 220 0.02% — 534 +4,085 New Q4 2025 Feb 11, 2026
Sequoia Financial Advisors, LLC History Reduced 4,086 220 0.0% 0.0% 533 -3,748 -47.84% Q4 2025 Feb 03, 2026
PRINCIPAL SECURITIES, INC. History Added to 4,003 215 0.0% 0.0% 535 +1,104 38.08% Q4 2025 Feb 12, 2026
Haverford Financial Services, Inc. History Added to 3,992 215 0.06% 0.06% 536 +190 5.0% Q4 2025 Feb 13, 2026
Lutz Financial Services LLC History No change 4,007 215 0.01% 0.02% 537 0 0.0% Q4 2025 Feb 06, 2026
Snowden Capital Advisors LLC History Reduced 3,962 213 0.01% 0.01% 538 -192 -4.62% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 3,915 210 0.0% 0.0% 539 -447 -10.25% Q4 2025 Jan 30, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 3,888 209 0.0% 0.0% 540 -232 -5.63% Q4 2025 Jan 16, 2026
Maridea Wealth Management LLC History Added to 3,894 209 0.03% 0.03% 541 +193 5.21% Q4 2025 Jan 08, 2026
TME FINANCIAL, INC. History Reduced 3,845 207 0.15% 0.17% 542 -312 -7.51% Q4 2025 Jan 27, 2026
Parallel Advisors, LLC History Added to 3,841 206 0.0% 0.0% 543 +9 0.23% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Reduced 3,780 203 0.02% 0.02% 544 -1,977 -34.34% Q4 2025 Feb 13, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 3,756 202 0.11% 0.12% 545 -319 -7.83% Q4 2025 Feb 05, 2026
Triad Wealth Partners, LLC History Added to 3,766 202 0.02% 0.03% 546 +59 1.59% Q4 2025 Jan 22, 2026
Centurion Wealth Management LLC History No change 3,728 200 0.04% 0.05% 547 0 0.0% Q4 2025 Jan 14, 2026
Running Point Capital Advisors, LLC History Reduced 3,689 198 0.05% 0.05% 548 -12 -0.32% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History No change 3,655 196 0.0% 0.0% 549 0 0.0% Q4 2025 Feb 04, 2026
WEBSTER BANK, N. A. History No change 3,526 189 0.02% 0.02% 550 0 0.0% Q4 2025 Jan 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History Reduced 3,478 187 0.04% 0.04% 551 -50 -1.42% Q4 2025 Feb 09, 2026
Paladin Advisory Group, LLC History No change 3,468 186 0.14% 0.15% 552 0 0.0% Q4 2025 Jan 21, 2026
AlphaCore Capital LLC History Added to 3,359 180 0.0% 0.01% 553 +53 1.6% Q4 2025 Feb 05, 2026
FINANCIAL CONSULATE, INC History Added to 3,329 179 0.02% 0.0% 554 +3,059 1132.96% Q4 2025 Jan 22, 2026
TD Capital Management LLC History Added to 3,311 178 0.02% 0.02% 555 +36 1.1% Q4 2025 Feb 26, 2026
EverSource Wealth Advisors, LLC History Reduced 3,255 175 0.01% 0.01% 556 -18 -0.55% Q4 2025 Feb 06, 2026
AMERIFLEX GROUP, INC. History Reduced 3,178 171 0.09% 0.13% 558 -3,198 -50.16% Q4 2025 Feb 18, 2026
CNB Bank History Reduced 3,185 171 0.07% 0.07% 557 -26 -0.81% Q4 2025 Feb 11, 2026
ALBION FINANCIAL GROUP /UT History No change 2,817 151 0.01% 0.01% 559 0 0.0% Q4 2025 Jan 21, 2026
HUNTINGTON NATIONAL BANK History Reduced 2,756 148 0.0% 0.0% 560 -370 -11.84% Q4 2025 Feb 09, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 2,712 146 0.01% — 561 +2,712 New Q4 2025 Feb 03, 2026
Morton Brown Family Wealth, LLC History No change 2,486 133 0.04% 0.04% 562 0 0.0% Q4 2025 Jan 28, 2026
EASTERN BANK History Added to 2,455 132 0.0% 0.0% 563 +1,063 76.36% Q4 2025 Jan 14, 2026
BLAIR WILLIAM & CO/IL History Reduced 2,441 131 0.0% 0.0% 564 -691 -22.06% Q4 2025 Feb 17, 2026
Hanson & Doremus Investment Management History Added to 2,424 131 0.02% 0.02% 565 +51 2.15% Q4 2025 Jan 20, 2026
Piscataqua Savings Bank History New 2,225 119 0.08% — 566 +2,225 New Q4 2025 Jan 16, 2026
Capital Investment Advisory Services, LLC History Reduced 2,166 116 0.01% 0.02% 567 -1,556 -41.81% Q4 2025 Jan 21, 2026
General Partner, Inc. History Added to 2,165 116 0.07% 0.05% 568 +320 17.34% Q4 2025 Jan 06, 2026
Biltmore Family Office, LLC History New 2,000 107 0.01% — 569 +2,000 New Q4 2025 Feb 04, 2026
Beacon Capital Management, Inc. History Added to 1,913 103 0.01% 0.0% 570 +1,440 304.44% Q4 2025 Feb 12, 2026
Wilmington Savings Fund Society, FSB History Added to 1,849 99 0.0% 0.0% 571 +849 84.9% Q4 2025 Feb 12, 2026
Realta Investment Advisors History Added to 1,789 96 0.03% 0.02% 572 +657 58.04% Q4 2025 Jan 20, 2026
Park Place Capital Corp History Reduced 1,772 95 0.02% 0.16% 573 -12,465 -87.55% Q4 2025 Jan 09, 2026
Root Financial Partners, LLC History Reduced 1,751 94 0.0% 0.01% 575 -293 -14.33% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History Reduced 1,761 94 0.01% 0.01% 574 -60 -3.29% Q4 2025 Feb 23, 2026
CENTRAL TRUST Co History No change 1,715 92 0.0% 0.0% 576 0 0.0% Q4 2025 Feb 02, 2026
Vermillion & White Wealth Management Group, LLC History Added to 1,690 91 0.05% 0.02% 577 +1,000 144.93% Q4 2025 Feb 18, 2026
Nalls Sherbakoff Group, LLC History No change 1,650 88 0.06% 0.06% 578 0 0.0% Q4 2025 Mar 12, 2026
Glen Eagle Advisors, LLC History Added to 1,612 86 0.01% 0.01% 580 +566 54.11% Q4 2025 Feb 13, 2026
Signature Resources Capital Management, LLC History No change 1,614 86 0.04% 0.05% 579 0 0.0% Q4 2025 Jan 21, 2026
Sachetta, LLC History Reduced 1,475 79 0.04% 0.04% 582 -684 -31.68% Q4 2025 Feb 02, 2026
Pinnacle Bancorp, Inc. History No change 1,470 79 0.02% 0.02% 581 0 0.0% Q4 2025 Jan 22, 2026
Rialto Wealth Management, LLC History No change 1,432 77 0.02% 0.02% 583 0 0.0% Q4 2025 Jan 12, 2026
Pacific Center for Financial Services History No change 1,404 75 0.02% 0.02% 584 0 0.0% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 1,386 74 0.0% — 585 +1,386 New Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History New 1,375 74 0.0% — 586 +1,375 New Q4 2025 Jan 27, 2026
Cherry Tree Wealth Management, LLC History New 1,306 70 0.01% — 587 +1,306 New Q4 2025 Feb 10, 2026
CVA Family Office, LLC History No change 1,196 64 0.01% 0.01% 588 0 0.0% Q4 2025 Jan 12, 2026
Private Wealth Asset Management, LLC History No change 1,169 62 0.01% 0.01% 589 0 0.0% Q4 2025 Feb 10, 2026
Motiv8 Investments LLC History New 1,060 57 0.03% — 590 +1,060 New Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 1,017 54 0.0% 0.0% 591 -273 -21.16% Q4 2025 Feb 13, 2026
Birchwood Financial Partners, Inc. History New 1,000 53 0.05% — 592 +1,000 New Q4 2025 Feb 19, 2026
MassMutual Private Wealth & Trust, FSB History Added to 904 48 0.0% 0.0% 593 +524 137.89% Q4 2025 Jan 07, 2026
Cornerstone Planning Group LLC History No change 897 48 0.01% 0.01% 594 0 0.0% Q4 2025 Feb 02, 2026
IFC & Insurance Marketing, Inc. History New 832 45 0.04% — 595 +832 New Q4 2025 Feb 12, 2026
Key FInancial Inc History Reduced 833 44 0.01% 0.01% 596 -312 -27.25% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 800 43 0.0% — 597 +800 New Q4 2025 Feb 13, 2026
Mechanics Financial Corp History No change 764 41 0.02% 0.02% 598 0 0.0% Q4 2025 Jan 22, 2026
ROTHSCHILD INVESTMENT LLC History New 750 40 0.0% — 599 +750 New Q4 2025 Feb 10, 2026
Indiana Trust & Investment Management Co History Reduced 742 39 0.01% 0.05% 601 -2,528 -77.31% Q4 2025 Jan 21, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 734 39 0.0% 0.0% 600 +75 11.38% Q4 2025 Jan 15, 2026
Glass Jacobson Investment Advisors llc History Added to 654 35 0.01% 0.01% 602 +10 1.55% Q4 2025 Jan 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 614 33 0.0% 0.0% 603 0 0.0% Q4 2025 Feb 11, 2026
JCIC Asset Management Inc. History No change 620 33 0.01% 0.01% 604 0 0.0% Q4 2025 Jan 22, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 570 30 0.02% 0.02% 606 +60 11.76% Q4 2025 Feb 05, 2026
Vermillion Wealth Management, Inc. History Added to 569 30 0.01% 0.01% 605 +9 1.61% Q4 2025 Feb 11, 2026
CARDIFF PARK ADVISORS, LLC History No change 570 30 0.0% 0.0% 607 0 0.0% Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 547 29 0.0% 0.01% 609 -12,323 -95.75% Q4 2025 Feb 03, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 543 29 0.0% 0.0% 608 0 0.0% Q4 2025 Feb 06, 2026
Cape Investment Advisory, Inc. History New 526 28 0.01% — 610 +526 New Q4 2025 Feb 17, 2026
WestEnd Advisors, LLC History Added to 511 27 0.0% 0.0% 612 +5 0.99% Q4 2025 Jan 27, 2026
MONTAG A & ASSOCIATES INC History No change 515 27 0.0% 0.0% 611 0 0.0% Q4 2025 Feb 02, 2026
Kingdom Financial Group LLC. History New 483 26 0.01% — 615 +483 New Q4 2025 Feb 06, 2026
FIFTH THIRD BANCORP History No change 500 26 0.0% 0.0% 613 0 0.0% Q4 2025 Feb 02, 2026
Rossmore Private Capital History No change 500 26 0.0% 0.0% 614 0 0.0% Q4 2025 Feb 05, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 475 25 0.0% — 616 +475 New Q4 2025 Feb 17, 2026
EPG Wealth Management LLC History Added to 447 24 0.01% 0.01% 617 +3 0.68% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 436 23 0.0% — 619 +436 New Q4 2025 Jan 21, 2026
Sound Income Strategies, LLC History Reduced 432 23 0.0% 0.0% 620 -99 -18.64% Q4 2025 Jan 21, 2026
Community Bank, N.A. History No change 428 23 0.0% 0.0% 618 0 0.0% Q4 2025 Feb 04, 2026
Federation des caisses Desjardins du Quebec History No change 440 23 0.0% 0.0% 621 0 0.0% Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History New 418 22 0.0% — 622 +418 New Q4 2025 Feb 13, 2026
Crews Bank & Trust History No change 406 21 0.0% 0.0% 623 0 0.0% Q4 2025 Jan 21, 2026
DHJJ Financial Advisors, Ltd. History No change 387 20 0.01% 0.01% 624 0 0.0% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History Added to 370 19 0.0% 0.0% 625 +51 15.99% Q4 2025 Feb 03, 2026
SOA Wealth Advisors, LLC. History Added to 337 18 0.0% 0.0% 626 +5 1.51% Q4 2025 Jan 20, 2026
Colonial Trust Advisors History No change 330 17 0.0% 0.0% 627 0 0.0% Q4 2025 Feb 12, 2026
Friedenthal Financial History No change 323 17 0.01% 0.01% 628 0 0.0% Q4 2025 Jan 27, 2026
Aventura Private Wealth, LLC History No change 322 17 0.01% 0.01% 629 0 0.0% Q4 2025 Jan 07, 2026
Noble Wealth Management PBC History Reduced 300 16 0.01% 0.01% 631 -85 -22.08% Q4 2025 Jan 05, 2026
WFA of San Diego, LLC History No change 300 16 0.01% 0.01% 630 0 0.0% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Reduced 283 15 0.0% 0.0% 632 -1,524 -84.34% Q4 2025 Feb 17, 2026
CX Institutional History Added to 262 14 0.0% 0.0% 634 +4 1.55% Q4 2025 Feb 02, 2026
Asset Dedication, LLC History No change 266 14 0.0% 0.0% 633 0 0.0% Q4 2025 Jan 26, 2026
Legacy Wealth Managment, LLC/ID History Added to 258 13 0.01% 0.0% 635 +67 35.08% Q4 2025 Feb 03, 2026
Godfrey Financial Associates, Inc. History New 239 12 0.01% — 638 +239 New Q4 2025 Feb 10, 2026
Wagner Wealth Management, LLC History Added to 230 12 0.0% 0.0% 636 +4 1.77% Q4 2025 Jan 30, 2026
REAP Financial Group, LLC History Added to 235 12 0.0% 0.0% 637 +4 1.73% Q4 2025 Feb 10, 2026
BankPlus Trust Department History No change 197 10 0.0% 0.0% 639 0 0.0% Q4 2025 Jan 27, 2026
CITY HOLDING CO History No change 170 9 0.0% 0.0% 640 0 0.0% Q4 2025 Jan 22, 2026
SouthState Bank Corp History New 158 8 0.0% — 641 +158 New Q4 2025 Feb 11, 2026
Westfuller Advisors, LLC History Added to 163 8 0.0% 0.0% 644 +2 1.24% Q4 2025 Jan 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 154 8 0.0% 0.0% 642 0 0.0% Q4 2025 Feb 09, 2026
NEPC LLC History No change 160 8 0.0% 0.0% 643 0 0.0% Q4 2025 Feb 17, 2026
Founders Financial Alliance, LLC History Reduced 130 7 0.0% 0.01% 645 -481 -78.72% Q4 2025 Feb 12, 2026
Raleigh Capital Management Inc. History Added to 134 7 0.0% 0.0% 647 +56 71.79% Q4 2025 Jan 21, 2026
Viewpoint Capital Management LLC History No change 142 7 0.0% 0.0% 646 0 0.0% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 118 6 0.0% 0.01% 648 -187,070 -99.94% Q4 2025 Feb 10, 2026
Investors Research Corp History No change 120 6 0.0% 0.0% 649 0 0.0% Q4 2025 Jan 06, 2026
BARRETT & COMPANY, INC. History No change 108 5 0.0% 0.0% 650 0 0.0% Q4 2025 Jan 28, 2026
Costello Asset Management, INC History No change 100 5 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 03, 2026
Stephens Consulting, LLC History No change 96 5 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 87 4 0.0% 0.0% 653 0 0.0% Q4 2025 Jan 20, 2026
Clearstead Trust, LLC History No change 90 4 0.0% 0.0% 654 0 0.0% Q4 2025 Feb 09, 2026
Quaker Wealth Management, LLC History No change 89 4 0.0% 0.0% 655 0 0.0% Q4 2025 Jan 28, 2026
Pinnacle Wealth Planning Services, Inc. History New 64 3 0.0% — 659 +64 New Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History New 55 3 0.0% — 658 +55 New Q4 2025 Jan 21, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 63 3 0.0% 0.0% 661 +19 43.18% Q4 2025 Feb 10, 2026
SIMPLEX TRADING, LLC History Added to 58 3 0.0% 0.0% 657 +11 23.4% Q4 2025 Feb 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 48 3 0.0% 0.0% 656 0 0.0% Q4 2025 Feb 10, 2026
Avion Wealth History No change 67 3 0.0% 0.0% 660 0 0.0% Q4 2025 Jan 23, 2026
Archer Investment Corp History Reduced 51 2 0.0% 0.0% 663 -83 -61.94% Q4 2025 Jan 30, 2026
Portfolio Resources Advisor Group, Inc. History New 51 2 0.0% — 666 +51 New Q4 2025 Feb 13, 2026
Quest 10 Wealth Builders, Inc. History Reduced 54 2 0.0% 0.0% 665 -2 -3.57% Q4 2025 Jan 29, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 44 2 0.0% 0.0% 664 +1 2.33% Q4 2025 Jan 28, 2026
Anfield Capital Management, LLC History No change 42 2 0.0% 0.0% 662 0 0.0% Q4 2025 Feb 03, 2026
TUCKER ASSET MANAGEMENT LLC History New 35 1 0.0% — 670 +35 New Q4 2025 Feb 05, 2026
MASECO LLP History New 34 1 0.0% — 671 +34 New Q4 2025 Jan 22, 2026
Truvestments Capital LLC History New 31 1 0.0% — 668 +31 New Q4 2025 Feb 13, 2026
MCGUIRE CAPITAL ADVISORS INC History New 21 1 0.0% — 672 +21 New Q4 2025 Feb 19, 2026
Anchor Investment Management, LLC History Added to 28 1 0.0% 0.0% 667 +1 3.7% Q4 2025 Feb 26, 2026
Rosenberg Matthew Hamilton History No change 26 1 0.0% 0.0% 669 0 0.0% Q4 2025 Jan 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 — 0.02% — -210,100 -100.0% Q3 2025 Nov 13, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.07% — -127,211 -100.0% Q3 2025 Nov 13, 2025
CITADEL ADVISORS LLC History Closed out 0 0 — 0.0% — -95,025 -100.0% Q3 2025 Nov 14, 2025
Synergy Asset Management, LLC History Closed out 0 0 — 0.14% — -71,419 -100.0% Q3 2025 Oct 21, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 — 0.05% — -36,841 -100.0% Q3 2025 Nov 14, 2025
Endurance Services Ltd History Closed out 0 0 — 0.28% — -30,492 -100.0% Q3 2025 Nov 12, 2025
FLOW TRADERS U.S. LLC History Closed out 0 0 — 0.06% — -28,635 -100.0% Q3 2025 Nov 14, 2025
GREENUP STREET WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.22% — -26,001 -100.0% Q3 2025 Oct 16, 2025
TBH Global Asset Management, LLC History Closed out 0 0 — 0.17% — -15,672 -100.0% Q3 2025 Oct 20, 2025
Renasant Bank History Closed out 0 0 — 0.48% — -14,006 -100.0% Q3 2025 Nov 05, 2025
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History Closed out 0 0 — 0.72% — -13,400 -100.0% Q3 2025 Nov 14, 2025
Stelac Advisory Services LLC History Closed out 0 0 — 0.24% — -12,718 -100.0% Q3 2025 Nov 13, 2025
PRELUDE CAPITAL MANAGEMENT, LLC History Closed out 0 0 — 0.03% — -7,550 -100.0% Q3 2025 Nov 14, 2025
XTX Topco Ltd History Closed out 0 0 — 0.02% — -7,390 -100.0% Q3 2025 Nov 14, 2025
Rareview Capital LLC History Closed out 0 0 — 0.22% — -6,841 -100.0% Q3 2025 Nov 14, 2025
Qube Research & Technologies Ltd History Closed out 0 0 — 0.0% — -6,758 -100.0% Q3 2025 Nov 14, 2025
RMR Capital Management, LLC History Closed out 0 0 — 0.25% — -6,680 -100.0% Q3 2025 Nov 03, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.01% — -5,942 -100.0% Q3 2025 Nov 13, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.04% — -5,797 -100.0% Q3 2025 Nov 12, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.05% — -5,697 -100.0% Q3 2025 Nov 14, 2025
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 — 0.02% — -5,404 -100.0% Q3 2025 Nov 12, 2025
Brookwood Investment Group LLC History Closed out 0 0 — 0.04% — -5,384 -100.0% Q3 2025 Oct 21, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.01% — -4,679 -100.0% Q3 2025 Oct 30, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.01% — -4,570 -100.0% Q3 2025 Oct 14, 2025
Beacon Bridge Wealth Partners, LLC History Closed out 0 0 — 0.09% — -4,502 -100.0% Q3 2025 Nov 06, 2025
Capital Investment Advisors, LLC History Closed out 0 0 — 0.0% — -4,328 -100.0% Q3 2025 Oct 23, 2025
Ellenbecker Investment Group History Closed out 0 0 — 0.03% — -4,170 -100.0% Q3 2025 Oct 14, 2025
Integrated Investment Consultants, LLC History Closed out 0 0 — 0.04% — -4,077 -100.0% Q3 2025 Nov 18, 2025
MainStreet Investment Advisors LLC History Closed out 0 0 — 0.03% — -3,775 -100.0% Q3 2025 Nov 10, 2025
Optivise Advisory Services LLC History Closed out 0 0 — 0.12% — -3,728 -100.0% Q3 2025 Oct 17, 2025
Lifeworks Advisors, LLC History Closed out 0 0 — 0.03% — -3,723 -100.0% Q3 2025 Nov 12, 2025
Beirne Wealth Consulting Services, LLC History Closed out 0 0 — 0.05% — -3,714 -100.0% Q3 2025 Nov 07, 2025
Premier Financial Group History Closed out 0 0 — 0.03% — -2,321 -100.0% Q3 2025 Oct 20, 2025
BESSEMER GROUP INC History Closed out 0 0 — 0.0% — -1,986 -100.0% Q3 2025 Nov 05, 2025
BFSG, LLC History Closed out 0 0 — 0.0% — -861 -100.0% Q3 2025 Oct 29, 2025
Larson Financial Group LLC History Reduced 11 0 — 0.0% — -753 -98.56% Q4 2025 Feb 06, 2026
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -686 -100.0% Q3 2025 Nov 03, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.02% — -641 -100.0% Q3 2025 Jan 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.0% — -288 -100.0% Q3 2025 Oct 31, 2025
HOWE & RUSLING INC History Closed out 0 0 — 0.0% — -238 -100.0% Q3 2025 Nov 05, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.0% — -170 -100.0% Q3 2025 Oct 08, 2025
Wealthspire Advisors, LLC History Closed out 0 0 — 0.0% — -119 -100.0% Q3 2025 Nov 14, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -92 -100.0% Q3 2025 Oct 07, 2025
Kiker Wealth Management, LLC History Closed out 0 0 — 0.0% — -68 -100.0% Q3 2025 Oct 27, 2025
Park Square Financial Group, LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q3 2025 Nov 12, 2025
ARMSTRONG ADVISORY GROUP, INC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2025 Oct 08, 2025
Financial Gravity Asset Management, Inc. History Closed out 0 0 — 0.0% — -26 -100.0% Q3 2025 Nov 14, 2025
Clarity Asset Management, Inc. History Closed out 0 0 — 0.0% — -20 -100.0% Q3 2025 Oct 27, 2025
Keating Financial Advisory Services, Inc. History New 18 0 — — — +18 New Q4 2025 Feb 09, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Closed out 0 0 — — — -14 -100.0% Q3 2025 Oct 30, 2025
Bear Mountain Capital, Inc. History Closed out 0 0 — — — -7 -100.0% Q3 2025 Nov 12, 2025
Russell Investments Group, Ltd. History New 2 0 — — — +2 New Q4 2025 Feb 17, 2026
Cheviot Value Management, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 03, 2026
Transamerica Financial Advisors, LLC History No change 8 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History No change 16 0 — — — 0 0.0% Q4 2025 Feb 18, 2026
Crewe Advisors LLC History No change 15 0 — — — 0 0.0% Q4 2025 Jan 16, 2026
Carolina Wealth Advisors, LLC History No change 11 0 — — — 0 0.0% Q4 2025 Jan 21, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 4 0 — — — 0 0.0% Q4 2025 Jan 22, 2026
Kilter Group LLC History No change 2 0 — — — 0 0.0% Q4 2025 Feb 13, 2026