iSHARES TRUST - IJJ

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

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Reduced 4,000,861 526,473 0.03% 0.03% 1 -27,224 -0.68% Q4 2025 Feb 13, 2026
FMR LLC History Added to 3,810,605 501,437 0.03% 0.02% 2 +264,540 7.46% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,526,174 464,009 0.08% 0.09% 3 -113,635 -3.12% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,372,659 312,218 0.02% 0.02% 4 +2,746 0.12% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 2,139,665 281,558 0.05% 0.04% 5 -14,659 -0.68% Q4 2025 Jan 29, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,861,538 244,959 0.07% 0.07% 6 -107,007 -5.44% Q4 2025 Feb 10, 2026
Align Financial, LLC History New 203,701 203,701 0.12% — 7 +203,701 New Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,340,643 176,415 0.1% 0.1% 8 +22,215 1.68% Q4 2025 Feb 06, 2026
D.A. DAVIDSON & CO. History Added to 1,053,108 138,578 0.85% 0.84% 9 +44,836 4.45% Q4 2025 Jan 29, 2026
CULLEN/FROST BANKERS, INC. History Reduced 831,369 109,399 1.2% 1.26% 10 -3,493 -0.42% Q4 2025 Feb 06, 2026
LPL Financial LLC History Added to 798,608 105,088 0.03% 0.03% 11 +10,175 1.29% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 796,195 104,771 0.03% 0.04% 12 -70,994 -8.19% Q4 2025 Feb 18, 2026
AMERIPRISE FINANCIAL INC History Reduced 705,205 92,810 0.02% 0.02% 13 -109,092 -13.4% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 672,413 88,482 0.01% 0.01% 14 -3,230 -0.48% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Reduced 662,537 87,183 0.17% 0.17% 15 -13,009 -1.93% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 633,518 83,364 0.05% 0.05% 16 +5,830 0.93% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 538,114 70,810 0.01% — 17 +538,114 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 432,938 56,970 0.0% 0.0% 18 +3,789 0.88% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Added to 423,207 55,689 0.06% 0.06% 19 +7,387 1.78% Q4 2025 Feb 06, 2026
Bank of New York Mellon Corp History Reduced 415,135 54,627 0.01% 0.01% 20 -5,734 -1.36% Q4 2025 Feb 10, 2026
Evensky & Katz LLC History Added to 345,893 45,516 2.57% 2.6% 21 +16 0.0% Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Reduced 344,298 45,306 0.07% 0.07% 22 -3,697 -1.06% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 329,790 43,397 0.25% 0.26% 23 +3,249 0.99% Q4 2025 Feb 13, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 307,707 40,491 2.11% 2.33% 24 -28,022 -8.35% Q4 2025 Jan 26, 2026
Wilmington Savings Fund Society, FSB History Reduced 296,166 38,972 0.91% 0.97% 25 -12,763 -4.13% Q4 2025 Feb 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 288,894 38,015 0.02% 0.02% 26 +34,684 13.64% Q4 2025 Feb 17, 2026
BOKF, NA History Reduced 268,394 35,317 0.54% 0.61% 27 -44,741 -14.29% Q4 2025 Feb 03, 2026
World Investment Advisors History Added to 255,860 33,668 0.55% 0.57% 28 +40,816 18.98% Q4 2025 Mar 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 251,428 33,085 0.04% 0.04% 29 -11,025 -4.2% Q4 2025 Feb 12, 2026
Willis Johnson & Associates, Inc. History Reduced 245,229 32,269 1.99% 2.71% 30 -91,909 -27.26% Q4 2025 Jan 22, 2026
COURIER CAPITAL LLC History Added to 243,878 32,091 1.8% 1.79% 31 +2,867 1.19% Q4 2025 Jan 29, 2026
Rehmann Capital Advisory Group History Added to 237,719 31,535 1.64% 1.62% 32 +10,453 4.6% Q4 2025 Mar 04, 2026
Cerity Partners LLC History Added to 229,945 30,259 0.04% 0.05% 33 +974 0.43% Q4 2025 Feb 11, 2026
TRUIST FINANCIAL CORP History Reduced 223,421 29,399 0.04% 0.04% 34 -5,220 -2.28% Q4 2025 Feb 02, 2026
Creative Planning History Reduced 219,208 28,845 0.02% 0.02% 35 -2,488 -1.12% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 218,225 28,716 0.05% 0.05% 36 +1,891 0.87% Q4 2025 Mar 16, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 181,526 23,887 0.09% 0.08% 37 -1,912 -1.04% Q4 2025 Jan 30, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 181,178 23,841 1.15% 2.97% 38 -277,166 -60.47% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 175,306 23,068 0.01% 0.01% 39 +815 0.47% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 171,956 22,627 0.03% 0.03% 40 +3,242 1.92% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 165,351 21,758 0.49% 0.01% 41 +162,257 5244.25% Q4 2025 Feb 05, 2026
Lido Advisors, LLC History Added to 164,394 21,380 0.06% 0.06% 42 +7,001 4.45% Q4 2025 Feb 10, 2026
Sterling Financial Planning, Inc. History Added to 152,975 20,129 6.07% 6.05% 43 +5,107 3.45% Q4 2025 Jan 27, 2026
Vestmark Advisory Solutions, Inc. History Added to 143,493 18,882 0.25% 0.33% 44 +11,884 9.03% Q4 2025 Feb 06, 2026
Wealthspire Advisors, LLC History Reduced 140,040 18,427 0.15% 0.18% 45 -125,472 -47.26% Q4 2025 Feb 13, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History New 3,409 18,362 0.06% — 46 +3,409 New Q4 2025 Feb 18, 2026
Focus Partners Wealth History Added to 130,618 17,187 0.02% 0.03% 47 +11,073 9.26% Q4 2025 Feb 13, 2026
Balance Wealth, LLC History Reduced 124,851 16,429 5.27% 8.05% 48 -126,340 -50.3% Q4 2025 Jan 21, 2026
Lutz Financial Services LLC History Reduced 120,056 15,798 1.07% 1.13% 49 -104 -0.09% Q4 2025 Feb 06, 2026
Capital Advisors, Ltd. LLC History Reduced 112,512 14,806 1.67% 1.66% 50 -528 -0.47% Q4 2025 Jan 21, 2026
Texas Yale Capital Corp. History Added to 112,119 14,753 0.45% 0.46% 51 +1 0.0% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Added to 111,314 14,656 0.02% 0.02% 52 +3,665 3.4% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 109,277 14,381 0.02% 0.02% 53 -1,158 -1.05% Q4 2025 Mar 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 104,472 14,300 0.02% 0.02% 54 +442 0.42% Q4 2025 Jan 08, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 104,605 13,764 0.1% 0.1% 55 +4,065 4.04% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Reduced 104,345 13,730 0.08% 0.08% 56 -1,992 -1.87% Q4 2025 Feb 12, 2026
GHP Investment Advisors, Inc. History Reduced 103,497 13,619 0.56% 0.57% 57 -1,451 -1.38% Q4 2025 Jan 27, 2026
Salomon & Ludwin, LLC History Reduced 100,886 13,599 1.2% 1.22% 58 -2,315 -2.24% Q4 2025 Jan 28, 2026
NATIXIS ADVISORS, LLC History Reduced 101,575 13,366 0.02% 0.02% 59 -2,115 -2.04% Q4 2025 Feb 10, 2026
1834 INVESTMENT ADVISORS CO History Reduced 99,470 13,089 1.64% 1.66% 60 -4,726 -4.54% Q4 2025 Jan 29, 2026
Cassaday & Co Wealth Management LLC History Reduced 98,594 12,973 0.27% 0.3% 61 -195 -0.2% Q4 2025 Feb 03, 2026
Kestra Advisory Services, LLC History Added to 97,611 12,844 0.05% 0.06% 62 +2,488 2.62% Q4 2025 Feb 13, 2026
FIRST MERCHANTS CORP History Reduced 95,428 12,557 0.47% 0.52% 63 -10,535 -9.94% Q4 2025 Jan 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 95,339 12,546 0.03% 0.03% 64 +3,807 4.16% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 95,150 12,520 0.01% 0.01% 65 -744 -0.78% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 94,759 12,472 0.01% 0.01% 66 -4,898 -4.91% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 92,716 12,200 0.03% 0.03% 67 +5,261 6.02% Q4 2025 Feb 13, 2026
Asset Management Group, Inc. History Added to 89,675 11,800 1.91% 1.89% 68 +455 0.51% Q4 2025 Feb 17, 2026
Omega Financial Group, LLC History Added to 89,034 11,715 3.85% 3.75% 69 +1,653 1.89% Q4 2025 Jan 28, 2026
COMERICA BANK History Reduced 88,866 11,693 0.05% 0.05% 70 -6,063 -6.39% Q4 2025 Jan 29, 2026
Ellis Investment Partners, LLC History Reduced 86,651 11,402 1.99% 2.07% 71 -1,608 -1.82% Q4 2025 Feb 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 82,020 10,793 0.57% 0.64% 72 +2,390 3.0% Q4 2025 Jan 26, 2026
Dakota Wealth Management History Added to 80,696 10,618 0.19% 0.15% 73 +22,032 37.56% Q4 2025 Jan 13, 2026
REGIONS FINANCIAL CORP History New 77,375 10,181 0.07% — 74 +77,375 New Q4 2025 Jan 27, 2026
Blue Edge Capital, LLC History Reduced 74,511 9,804 1.31% 1.7% 75 -17,793 -19.28% Q4 2025 Feb 12, 2026
Mill Creek Capital Advisors, LLC History No change 72,186 9,498 0.19% 0.19% 76 0 0.0% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Added to 72,078 9,484 0.03% 0.03% 77 +2,248 3.22% Q4 2025 Feb 02, 2026
US BANCORP \DE\ History Reduced 68,915 9,076 0.01% 0.01% 78 -2,192 -3.08% Q4 2025 Jan 30, 2026
Mesirow Financial Investment Management, Inc. History Reduced 66,540 8,756 0.18% 0.45% 79 -125,887 -65.42% Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 65,555 8,626 0.03% 0.03% 80 -1,327 -1.98% Q4 2025 Feb 06, 2026
Oldfather Financial Services, LLC History Added to 63,185 8,314 2.48% 2.35% 81 +4,929 8.46% Q4 2025 Jan 16, 2026
LMG Wealth Partners, LLC History Added to 62,459 8,218 1.53% 1.43% 82 +3,348 5.66% Q4 2025 Feb 02, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 62,322 8,200 0.02% 0.02% 83 +1,500 2.47% Q4 2025 Feb 17, 2026
Flaharty Asset Management, LLC History Reduced 60,437 7,952 0.99% 1.7% 84 -43,015 -41.58% Q4 2025 Feb 06, 2026
InvesTrust History No change 59,633 7,847 3.03% 2.83% 85 0 0.0% Q4 2025 Jan 14, 2026
DDFG, Inc History Added to 57,203 7,527 1.65% 1.68% 86 +1,119 2.0% Q4 2025 Jan 08, 2026
Arkadios Wealth Advisors History Added to 55,822 7,345 0.14% 0.04% 87 +42,308 313.07% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 55,366 7,286 0.06% — 88 +55,366 New Q4 2025 Feb 18, 2026
MidFirst Bank History New 54,993 7,236 0.58% — 89 +54,993 New Q4 2025 Feb 25, 2026
IFP Advisors, Inc History Added to 54,249 7,138 0.16% 0.18% 90 +1,672 3.18% Q4 2025 Feb 06, 2026
BlackRock, Inc. History Added to 53,350 7,020 0.0% 0.0% 91 +6,835 14.69% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 53,001 6,974 0.1% 0.1% 92 +4,797 9.95% Q4 2025 Feb 13, 2026
Asset Dedication, LLC History Reduced 51,725 6,806 0.45% 0.45% 93 -467 -0.89% Q4 2025 Jan 26, 2026
First Citizens Financial Corp History Reduced 50,993 6,710 3.31% 3.29% 94 -289 -0.56% Q4 2025 Jan 06, 2026
GREENLEAF TRUST History Reduced 50,933 6,702 0.06% 0.06% 95 -371 -0.72% Q4 2025 Jan 21, 2026
Ullmann Wealth Partners Group, LLC History Reduced 52,272 6,681 0.7% 0.75% 96 -759 -1.43% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 50,300 6,618 0.0% 0.01% 97 -49,700 -49.7% Q4 2025 Feb 10, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 49,700 6,540 0.01% 0.01% 98 +3,863 8.43% Q4 2025 Feb 05, 2026
MFA WEALTH ADVISORS, LLC History Added to 49,543 6,519 1.38% 1.33% 99 +2,644 5.64% Q4 2025 Jan 14, 2026
M&T BANK CORP History Reduced 49,323 6,490 0.02% 0.03% 100 -8,281 -14.38% Q4 2025 Jan 30, 2026
BECKER CAPITAL MANAGEMENT INC History No change 48,804 6,422 0.18% 0.18% 101 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 48,175 6,339 0.36% 0.37% 102 -797 -1.63% Q4 2025 Jan 14, 2026
Foundation Wealth Management, LLC History Reduced 47,753 6,287 4.14% 4.07% 103 -1,360 -2.77% Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Added to 47,477 6,247 0.04% 0.03% 104 +13,155 38.33% Q4 2025 Feb 09, 2026
Leeward Investments, LLC - MA History Reduced 47,028 6,188 0.31% 0.36% 105 -7,168 -13.23% Q4 2025 Feb 05, 2026
D.B. Root & Company, LLC History Added to 45,255 5,955 1.45% 0.13% 106 +41,216 1020.45% Q4 2025 Feb 03, 2026
Hudson Capital Management LLC History Added to 44,774 5,891 1.48% 1.52% 107 +521 1.18% Q4 2025 Jan 21, 2026
PITTENGER & ANDERSON INC History Added to 44,662 5,877 0.23% 0.21% 108 +272 0.61% Q4 2025 Feb 02, 2026
Broadview Financial Management, LLC History Added to 44,432 5,846 3.91% 3.87% 109 +162 0.37% Q4 2025 Feb 13, 2026
ASSOCIATED BANC-CORP History Reduced 44,191 5,815 0.15% 0.17% 110 -5,509 -11.08% Q4 2025 Feb 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 43,298 5,697 0.01% 0.01% 111 -2,108 -4.64% Q4 2025 Feb 18, 2026
Janney Montgomery Scott LLC History Reduced 42,875 5,642 0.01% 0.01% 112 -403 -0.93% Q4 2025 Feb 11, 2026
Ironwood Financial, llc History Reduced 40,911 5,624 0.95% 0.99% 113 -2,022 -4.71% Q4 2025 Jan 15, 2026
SOL Capital Management CO History Reduced 42,689 5,617 0.5% 0.59% 114 -8,265 -16.22% Q4 2025 Jan 30, 2026
BKM Wealth Management, LLC History Added to 41,977 5,523 2.02% 1.98% 115 +535 1.29% Q4 2025 Jan 29, 2026
Pathstone Holdings, LLC History New 41,509 5,462 0.02% — 116 +41,509 New Q4 2025 Feb 13, 2026
Betterment LLC History Reduced 41,298 5,434 0.01% 0.01% 117 -501 -1.2% Q4 2025 Feb 12, 2026
NOVEM GROUP History Added to 40,386 5,314 0.61% 0.6% 118 +721 1.82% Q4 2025 Jan 27, 2026
ETF Portfolio Partners, Inc. History Added to 40,244 5,295 1.37% 1.34% 119 +1,522 3.93% Q4 2025 Jan 20, 2026
CIBC WORLD MARKET INC. History Reduced 40,090 5,275 0.01% 0.01% 120 -1,310 -3.16% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Reduced 39,706 5,224 0.04% 0.05% 121 -1 -0.0% Q4 2025 Feb 17, 2026
Ifrah Financial Services, Inc. History Reduced 39,380 5,182 1.33% 1.32% 122 -21 -0.05% Q4 2025 Jan 22, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 38,896 5,118 0.25% 0.25% 123 -418 -1.06% Q4 2025 Feb 04, 2026
Csenge Advisory Group History Reduced 37,968 4,996 0.23% 0.24% 124 -1,067 -2.73% Q4 2025 Feb 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 36,272 4,773 0.1% 0.1% 125 -724 -1.96% Q4 2025 Feb 06, 2026
Bleakley Financial Group, LLC History Added to 35,990 4,735 0.08% 0.11% 126 +907 2.59% Q4 2025 Feb 09, 2026
Private Advisor Group, LLC History Added to 35,423 4,661 0.02% 0.02% 127 +2,234 6.73% Q4 2025 Feb 17, 2026
JNBA Financial Advisors History Added to 35,375 4,655 0.41% 0.41% 128 +244 0.69% Q4 2025 Jan 26, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 34,637 4,557 0.15% 0.15% 129 +954 2.83% Q4 2025 Feb 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 34,630 4,556 0.24% 0.35% 130 +3,038 9.62% Q4 2025 Feb 09, 2026
Net Worth Advisory Group History Added to 34,004 4,474 0.9% 0.15% 131 +30,093 769.45% Q4 2025 Jan 14, 2026
King Wealth Management Group History Reduced 33,834 4,452 0.54% 0.56% 132 -764 -2.21% Q4 2025 Feb 09, 2026
CFS Investment Advisory Services, LLC History Reduced 33,398 4,394 0.32% 0.32% 133 -26 -0.08% Q4 2025 Feb 10, 2026
Fifth Third Wealth Advisors LLC History Reduced 33,041 4,347 0.15% 0.17% 134 -3,229 -8.9% Q4 2025 Jan 15, 2026
Brightwater Advisory LLC History Reduced 32,989 4,341 2.93% 2.95% 135 -76 -0.23% Q4 2025 Feb 12, 2026
Sierra Capital LLC History Added to 32,744 4,309 0.46% 0.47% 136 +26 0.08% Q4 2025 Feb 18, 2026
Trail Ridge Investment Advisors, LLC History Added to 32,636 4,294 1.85% 1.84% 137 +1,031 3.26% Q4 2025 Jan 28, 2026
Centerpoint Advisors, LLC History Reduced 32,279 4,248 1.31% 1.31% 138 -355 -1.09% Q4 2025 Feb 13, 2026
Heritage Wealth Advisors History No change 37,748 4,240 0.16% 0.18% 139 0 0.0% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 31,733 4,175 0.02% 0.02% 140 +6,098 23.79% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Reduced 31,680 4,168 0.02% 0.02% 141 -12 -0.04% Q4 2025 Feb 03, 2026
Idaho Trust Co History Reduced 31,178 4,102 1.36% 1.58% 142 -5,084 -14.02% Q4 2025 Feb 05, 2026
NorthCrest Asset Manangement, LLC History Reduced 30,332 4,092 0.09% 0.1% 143 -943 -3.02% Q4 2025 Jan 08, 2026
Goelzer Investment Management, Inc. History Reduced 31,027 4,082 0.19% 0.24% 144 -3,543 -10.25% Q4 2025 Jan 14, 2026
Astra Wealth Partners LLC History Added to 30,063 3,956 2.33% 2.56% 145 +404 1.36% Q4 2025 Feb 02, 2026
Cranbrook Wealth Management, LLC History Reduced 29,946 3,940 0.78% 0.79% 147 -457 -1.5% Q4 2025 Jan 28, 2026
Modera Wealth Management, LLC History No change 29,946 3,940 0.05% 0.05% 146 0 0.0% Q4 2025 Jan 21, 2026
Midwest Trust Co History Reduced 29,651 3,901 0.05% 0.05% 148 -867 -2.84% Q4 2025 Feb 04, 2026
River Wealth Advisors LLC History Reduced 29,058 3,823 0.43% 0.45% 149 -298 -1.02% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 28,916 3,805 0.03% 0.01% 150 +19,346 202.15% Q4 2025 Feb 18, 2026
HB Wealth Management, LLC History Added to 28,804 3,790 0.02% 0.03% 151 +2 0.01% Q4 2025 Jan 28, 2026
Soltis Investment Advisors LLC History Added to 28,769 3,785 0.25% 0.23% 152 +3,504 13.87% Q4 2025 Apr 02, 2026
LTG Capital LLC History Reduced 28,545 3,756 2.93% 2.94% 153 -274 -0.95% Q4 2025 Feb 11, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 27,471 3,748 0.08% 0.08% 154 -1 -0.0% Q4 2025 Jan 26, 2026
GOLDMAN SACHS GROUP INC History Reduced 28,260 3,718 0.0% 0.0% 155 -1,135 -3.86% Q4 2025 Mar 25, 2026
StoneX Group Inc. History Reduced 27,929 3,675 0.16% 0.24% 156 -13,723 -32.95% Q4 2025 Feb 12, 2026
Glass Jacobson Investment Advisors llc History Reduced 27,711 3,646 1.31% 1.32% 157 -398 -1.42% Q4 2025 Jan 22, 2026
ALESCO ADVISORS LLC History Added to 27,633 3,636 0.09% 0.1% 158 +37 0.13% Q4 2025 Jan 28, 2026
Ashton Thomas Private Wealth, LLC History Added to 27,358 3,600 0.09% 0.09% 159 +972 3.68% Q4 2025 Jan 29, 2026
Neumann Capital Management, LLC History Reduced 26,924 3,542 1.02% 1.03% 160 -186 -0.69% Q4 2025 Jan 14, 2026
Gallagher Capital Advisors, LLC History New 28,883 3,512 2.27% — 161 +28,883 New Q4 2025 Feb 12, 2026
ANB BANK History Reduced 25,967 3,416 1.36% 1.37% 162 -175 -0.67% Q4 2025 Feb 13, 2026
M1 Capital Management LLC History Reduced 25,847 3,401 1.42% 1.53% 163 -1,477 -5.41% Q4 2025 Feb 13, 2026
Campion Asset Management History Reduced 25,271 3,325 2.31% 2.41% 164 -915 -3.49% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 24,232 3,188 0.04% 0.04% 165 +303 1.27% Q4 2025 Feb 09, 2026
Ramiah Investment Group History Reduced 24,201 3,184 3.12% 3.44% 166 -2,597 -9.69% Q4 2025 Jan 28, 2026
Members Trust Co History Reduced 24,069 3,167 0.1% 0.11% 167 -1,491 -5.83% Q4 2025 Jan 15, 2026
Prosperity Planning, Inc. History Added to 23,837 3,136 0.82% 0.8% 168 +912 3.98% Q4 2025 Jan 14, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 23,694 3,117 0.65% 0.53% 169 +5,054 27.11% Q4 2025 Jan 22, 2026
FIRST HAWAIIAN BANK History Reduced 23,683 3,116 0.41% 0.44% 170 -2,995 -11.23% Q4 2025 Jan 05, 2026
Nikulski Financial, Inc. History Reduced 23,078 3,036 0.73% 0.82% 171 -1,950 -7.79% Q4 2025 Jan 15, 2026
JMAC ENTERPRISES LLC History Reduced 22,352 2,941 0.56% 0.57% 172 -25 -0.11% Q4 2025 Jan 21, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 22,306 2,935 0.05% 0.01% 173 +19,168 610.83% Q4 2025 Feb 10, 2026
SNS Financial Group, LLC History Reduced 22,081 2,905 0.25% 0.25% 174 -490 -2.17% Q4 2025 Feb 02, 2026
Cooke Wealth Management, LLC History New 20,940 2,889 2.52% — 175 +20,940 New Q4 2025 Jan 21, 2026
Heck Capital Advisors, LLC History Reduced 21,901 2,881 0.21% 0.25% 176 -2,721 -11.05% Q4 2025 Jan 16, 2026
UMB Bank, n.a. History Added to 21,334 2,807 0.04% 0.04% 177 +1,022 5.03% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 20,735 2,728 0.02% 0.02% 178 -870 -4.03% Q4 2025 Feb 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History Added to 20,478 2,694 3.17% 3.03% 179 +900 4.6% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 20,379 2,681 0.03% 0.03% 180 +316 1.58% Q4 2025 Feb 12, 2026
Guidance Point Advisors, LLC History Added to 20,164 2,654 0.62% 0.63% 181 +164 0.82% Q4 2025 Feb 11, 2026
COZAD ASSET MANAGEMENT INC History Reduced 19,976 2,628 0.2% 0.21% 182 -692 -3.35% Q4 2025 Feb 13, 2026
Bragg Financial Advisors, Inc History Added to 19,885 2,616 0.09% 0.09% 183 +70 0.35% Q4 2025 Feb 13, 2026
Columbia Bank History Added to 19,816 2,607 0.72% 0.69% 184 +830 4.37% Q4 2025 Feb 13, 2026
Heritage Wealth Management, Inc. /CA/ History Added to 19,710 2,593 1.65% 1.62% 185 +1,021 5.46% Q4 2025 Feb 04, 2026
OPPENHEIMER & CO INC History Reduced 19,478 2,563 0.04% 0.03% 186 -378 -1.9% Q4 2025 Feb 02, 2026
Stokes Family Office, LLC History Reduced 19,433 2,557 0.23% 0.25% 187 -706 -3.51% Q4 2025 Feb 18, 2026
Axis Wealth Partners, LLC History Added to 19,414 2,554 1.41% 1.17% 188 +4,003 25.97% Q4 2025 Jan 30, 2026
SB Capital Management Inc History New 19,318 2,542 0.93% — 189 +19,318 New Q4 2025 Feb 20, 2026
One Capital Management, LLC History Reduced 19,260 2,534 0.08% 0.17% 190 -22,531 -53.91% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 19,244 2,532 0.04% 0.04% 191 +105 0.55% Q4 2025 Feb 17, 2026
Allegheny Financial Group History Added to 19,160 2,521 0.37% 0.46% 192 +75 0.39% Q4 2025 Feb 02, 2026
Sigma Planning Corp History Reduced 19,079 2,510 0.07% 0.07% 193 -829 -4.16% Q4 2025 Jan 30, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 18,931 2,491 0.97% 0.94% 194 -45 -0.24% Q4 2025 Feb 13, 2026
Factorial Partners, LLC History No change 18,900 2,487 1.64% 1.69% 195 0 0.0% Q4 2025 Feb 10, 2026
Keenan, LLC History New 18,365 2,416 2.12% — 196 +18,365 New Q4 2025 Mar 04, 2026
Concurrent Investment Advisors, LLC History Added to 18,184 2,392 0.03% 0.02% 197 +7,524 70.58% Q4 2025 Jan 29, 2026
GLENMEDE TRUST CO NA History New 18,148 2,388 0.01% — 198 +18,148 New Q4 2025 Feb 17, 2026
Wealth Advisory Solutions, LLC History Reduced 18,100 2,381 0.55% 0.58% 199 -244 -1.33% Q4 2025 Jan 16, 2026
Oxler Private Wealth LLC History Reduced 18,039 2,373 0.69% 0.68% 200 -79 -0.44% Q4 2025 Jan 23, 2026
Quadrant Private Wealth Management, LLC History No change 18,014 2,370 0.39% 0.43% 201 0 0.0% Q4 2025 Jan 26, 2026
Allworth Financial LP History New 17,891 2,354 0.01% — 202 +17,891 New Q4 2025 Feb 05, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 17,866 2,351 0.56% 0.58% 203 -455 -2.48% Q4 2025 Jan 29, 2026
Operose Advisors LLC History No change 17,756 2,336 0.54% 0.57% 204 0 0.0% Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 17,425 2,292 0.05% 0.04% 205 +3,770 27.61% Q4 2025 Feb 05, 2026
Stordahl Capital Management, Inc. History Added to 17,424 2,292 0.47% 0.47% 206 +189 1.1% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 17,338 2,281 0.01% 0.01% 207 +4,461 34.64% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 17,207 2,264 0.04% 0.04% 208 -206 -1.18% Q4 2025 Jan 28, 2026
CWM, LLC History Added to 17,149 2,257 0.01% 0.0% 209 +4,416 34.68% Q4 2025 Jan 26, 2026
Almanack Investment Partners, LLC. History No change 17,145 2,256 0.38% 0.34% 210 0 0.0% Q4 2025 Jan 29, 2026
Opes Wealth Management LLC History No change 16,971 2,233 0.36% 0.38% 211 0 0.0% Q4 2025 Feb 02, 2026
POM Investment Strategies, LLC History Added to 16,829 2,214 1.14% 1.12% 212 +887 5.56% Q4 2025 Feb 17, 2026
VANCE WEALTH, LLC History Reduced 16,746 2,203 0.65% 0.71% 213 -1,000 -5.64% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Reduced 16,553 2,178 0.01% 0.07% 214 -61,509 -78.8% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Added to 16,459 2,165 0.07% 0.07% 215 +13 0.08% Q4 2025 Jan 06, 2026
Breakwater Capital Group History Added to 16,396 2,157 0.3% 0.31% 216 +133 0.82% Q4 2025 Jan 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 16,228 2,135 0.48% 0.5% 217 -333 -2.01% Q4 2025 Jan 12, 2026
SONATA CAPITAL GROUP INC History Reduced 16,200 2,131 0.77% 0.81% 218 -790 -4.65% Q4 2025 Jan 26, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 16,117 2,120 0.04% 0.04% 219 +744 4.84% Q4 2025 Feb 18, 2026
Sageworth Trust Co History No change 16,072 2,114 0.09% 0.1% 220 0 0.0% Q4 2025 Feb 03, 2026
ALLIANCEBERNSTEIN L.P. History Added to 15,773 2,075 0.0% 0.0% 221 +1,665 11.8% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 15,391 2,025 0.01% 0.01% 222 +5,249 51.76% Q4 2025 Feb 11, 2026
Sowell Financial Services LLC History Added to 15,335 2,017 0.07% 0.07% 223 +2,108 15.94% Q4 2025 Jan 21, 2026
Kingsview Wealth Management, LLC History Reduced 15,249 2,006 0.03% 0.03% 224 -48 -0.31% Q4 2025 Feb 09, 2026
Stratos Wealth Advisors, LLC History Reduced 15,005 1,974 0.1% 0.1% 225 -821 -5.19% Q4 2025 Jan 20, 2026
Pinnacle Bancorp, Inc. History No change 14,124 1,858 0.54% 0.54% 226 0 0.0% Q4 2025 Jan 22, 2026
CIBC Private Wealth Group LLC History Reduced 14,110 1,856 0.0% 0.0% 227 -1,619 -10.29% Q4 2025 Feb 12, 2026
Caldwell Trust Co History Reduced 14,036 1,846 0.16% 0.18% 228 -611 -4.17% Q4 2025 Jan 30, 2026
Apollon Wealth Management, LLC History Reduced 14,014 1,844 0.03% 0.03% 229 -964 -6.44% Q4 2025 Jan 22, 2026
Cornerstone Advisory, LLC History No change 14,000 1,842 0.18% 0.18% 230 0 0.0% Q4 2025 Jan 28, 2026
C2C Wealth Management, LLC History Reduced 13,946 1,835 1.55% 1.56% 231 -28 -0.2% Q4 2025 Jan 21, 2026
Turning Point Benefit Group, Inc. History Added to 13,895 1,828 0.95% 0.84% 232 +3,146 29.27% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Reduced 13,891 1,827 0.0% 0.0% 233 -82 -0.59% Q4 2025 Feb 17, 2026
Rodgers & Associates, LTD History Added to 13,859 1,823 0.18% 0.18% 235 +65 0.47% Q4 2025 Jan 22, 2026
Pure Financial Advisors, LLC History Reduced 13,855 1,823 0.33% 0.03% 234 -54 -0.39% Q4 2025 Mar 04, 2026
Farther Finance Advisors, LLC History Added to 13,748 1,809 0.02% 0.0% 236 +12,421 936.02% Q4 2025 Jan 23, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 13,520 1,779 0.3% 0.28% 237 +1,211 9.84% Q4 2025 Feb 10, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 13,516 1,778 0.0% 0.0% 238 +4,867 56.27% Q4 2025 Feb 17, 2026
Clearstead Advisors, LLC History Added to 13,468 1,772 0.02% 0.02% 239 +16 0.12% Q4 2025 Feb 09, 2026
American Trust History Added to 13,421 1,766 0.15% 0.14% 240 +737 5.81% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 13,299 1,750 0.0% 0.0% 241 +5,728 75.66% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History No change 13,208 1,738 0.0% 0.0% 242 0 0.0% Q4 2025 Feb 05, 2026
Corundum Trust Company, INC History No change 13,166 1,732 3.94% 3.7% 243 0 0.0% Q4 2025 Jan 20, 2026
Novak & Powell Financial Services, Inc. History Reduced 13,121 1,726 0.9% 0.92% 244 -308 -2.29% Q4 2025 Feb 10, 2026
GC Wealth Management RIA, LLC History Reduced 12,998 1,710 0.06% 0.06% 245 -1,156 -8.17% Q4 2025 Jan 30, 2026
EP Wealth Advisors, LLC History New 12,866 1,693 0.01% — 246 +12,866 New Q4 2025 Feb 18, 2026
Shakespeare Wealth Management, LLC History Reduced 12,818 1,686 0.37% 0.38% 247 -16 -0.12% Q4 2025 Feb 06, 2026
HAZLETT, BURT & WATSON, INC. History Added to 12,803 1,684 0.54% 0.4% 248 +4,169 48.29% Q4 2025 Feb 10, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 12,793 1,683 1.23% 1.22% 249 -71 -0.55% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Reduced 12,276 1,674 0.02% 0.02% 250 -660 -5.1% Q4 2025 Jan 26, 2026
Berman McAleer LLC History Reduced 12,719 1,673 0.23% 0.24% 251 -305 -2.34% Q4 2025 Feb 05, 2026
Chicago Partners Investment Group LLC History Added to 12,114 1,672 0.04% 0.04% 252 +26 0.22% Q4 2025 Jan 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 12,658 1,665 0.13% 0.07% 253 +6,396 102.14% Q4 2025 Jan 07, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 12,418 1,634 0.2% 0.2% 254 +759 6.51% Q4 2025 Jan 14, 2026
Accurate Wealth Management, LLC History Reduced 11,850 1,633 0.21% 0.2% 255 -8 -0.07% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 12,394 1,630 0.01% 0.02% 256 -2,235 -15.28% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 12,175 1,602 0.0% 0.0% 257 +433 3.69% Q4 2025 Feb 13, 2026
VICUS CAPITAL History Added to 12,165 1,600 0.12% 0.12% 258 +120 1.0% Q4 2025 Jan 22, 2026
Hudson Oak Wealth Advisory LLC History New 12,098 1,591 1.4% — 259 +12,098 New Q4 2025 Jan 23, 2026
Bangor Savings Bank History Reduced 12,083 1,590 0.13% 0.13% 260 -59 -0.49% Q4 2025 Jan 16, 2026
TRUST CO OF VERMONT History Added to 11,997 1,578 0.07% 0.02% 261 +7,680 177.9% Q4 2025 Jan 16, 2026
SOA Wealth Advisors, LLC. History Reduced 11,890 1,564 0.26% 0.29% 262 -995 -7.72% Q4 2025 Jan 20, 2026
Crescent Grove Advisors, LLC History Added to 11,806 1,553 0.14% 0.14% 263 +112 0.96% Q4 2025 Feb 11, 2026
Stenger Family Office, LLC History Reduced 11,760 1,547 0.32% 0.35% 264 -1,307 -10.0% Q4 2025 Mar 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 11,727 1,543 0.1% 0.1% 265 -22 -0.19% Q4 2025 Jan 26, 2026
Valmark Advisers, Inc. History Reduced 11,717 1,541 0.02% 0.02% 266 -385 -3.18% Q4 2025 Jan 26, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 11,638 1,531 0.04% 0.04% 267 -229 -1.93% Q4 2025 Feb 03, 2026
Peregrine Asset Advisers, Inc. History Reduced 11,299 1,486 0.42% 0.45% 268 -150 -1.31% Q4 2025 Feb 02, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 11,031 1,451 0.81% 1.08% 269 -265 -2.35% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Reduced 10,777 1,418 0.01% 0.01% 270 -253 -2.29% Q4 2025 Jan 26, 2026
Vise Technologies, Inc. History Added to 10,748 1,414 0.03% 0.02% 271 +7,270 209.03% Q4 2025 Feb 11, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 10,672 1,404 0.61% 0.67% 272 -142 -1.31% Q4 2025 Feb 13, 2026
Keel Point, LLC History No change 10,657 1,402 0.08% 0.08% 273 0 0.0% Q4 2025 Feb 12, 2026
MidAtlantic Capital Management, Inc. History Reduced 10,437 1,373 0.88% 0.92% 274 -4 -0.04% Q4 2025 Feb 10, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 10,415 1,370 0.25% 0.25% 275 +215 2.11% Q4 2025 Jan 13, 2026
Texas Capital Bank Wealth Management Services Inc History No change 9,844 1,295 0.07% 0.11% 276 0 0.0% Q4 2025 Feb 09, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 9,801 1,289 0.04% 0.02% 277 +4,271 77.23% Q4 2025 Feb 10, 2026
NWAM LLC History Reduced 9,657 1,288 0.07% 0.07% 278 -145 -1.48% Q4 2025 Feb 04, 2026
Alliance Private Wealth, LLC History New 9,233 1,278 0.44% — 279 +9,233 New Q4 2025 Feb 13, 2026
FULTON BANK, N.A. History Added to 9,476 1,246 0.04% 0.04% 280 +750 8.6% Q4 2025 Jan 08, 2026
GENESIS PRIVATE WEALTH, LLC History New 9,337 1,228 0.38% — 281 +9,337 New Q4 2025 Jan 08, 2026
Financial Partners Group, Inc History Reduced 8,951 1,225 0.14% 0.15% 282 -106 -1.17% Q4 2025 Feb 03, 2026
NewEdge Advisors, LLC History Reduced 9,263 1,219 0.0% 0.01% 283 -485 -4.98% Q4 2025 Feb 18, 2026
HighMark Wealth Management LLC History Reduced 9,264 1,219 0.5% 0.53% 284 -23 -0.25% Q4 2025 Feb 05, 2026
Stratos Wealth Partners, LTD. History Added to 9,050 1,190 0.01% 0.01% 285 +16 0.18% Q4 2025 Jan 20, 2026
ANDERSON HOAGLAND & CO History No change 8,966 1,179 0.1% 0.1% 286 0 0.0% Q4 2025 Jan 05, 2026
SIMON QUICK ADVISORS, LLC History Reduced 8,924 1,174 0.05% 0.06% 287 -1,500 -14.39% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 8,881 1,168 0.0% 0.0% 288 -249 -2.73% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Reduced 8,849 1,164 0.01% 0.01% 289 -282 -3.09% Q4 2025 Feb 13, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 8,845 1,163 0.1% 0.09% 291 -121 -1.35% Q4 2025 Feb 17, 2026
AMG National Trust Bank History No change 8,843 1,163 0.03% 0.03% 290 0 0.0% Q4 2025 Jan 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 8,703 1,145 0.04% 0.04% 292 -116 -1.32% Q4 2025 Jan 12, 2026
Compass Financial Group, Inc. (Ohio) History New 8,614 1,133 0.83% — 293 +8,614 New Q4 2025 Mar 04, 2026
FAS Wealth Partners, Inc. History Added to 8,489 1,117 0.07% 0.07% 294 +54 0.64% Q4 2025 Feb 18, 2026
Essex LLC History Reduced 8,486 1,116 0.2% 0.2% 295 -87 -1.01% Q4 2025 Jan 20, 2026
WealthShield Partners, LLC History Added to 8,425 1,108 0.12% 0.11% 296 +779 10.19% Q4 2025 Feb 03, 2026
TAGStone Capital, Inc. History Added to 8,355 1,099 0.41% 0.43% 297 +51 0.61% Q4 2025 Feb 10, 2026
Alpine Bank Wealth Management History No change 8,310 1,093 0.15% 0.15% 298 0 0.0% Q4 2025 Jan 15, 2026
Capital Analysts, LLC History Reduced 8,045 1,059 0.03% 0.04% 299 -1,933 -19.37% Q4 2025 Feb 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 7,938 1,044 0.01% 0.02% 300 -589 -6.91% Q4 2025 Jan 30, 2026
Aspire Growth Partners LLC History Added to 7,926 1,043 0.73% 0.72% 301 +322 4.23% Q4 2025 Feb 05, 2026
WESBANCO BANK INC History Added to 7,884 1,037 0.03% 0.02% 302 +2,485 46.03% Q4 2025 Feb 03, 2026
Houlihan Financial Resource Group, Ltd. History Added to 7,727 1,034 0.39% 0.39% 303 +4,280 124.17% Q4 2025 Feb 10, 2026
AssuredPartners Investment Advisors, LLC History Added to 7,839 1,031 0.15% 0.09% 304 +4,835 160.95% Q4 2025 Feb 03, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 7,815 1,028 0.12% 0.12% 305 +72 0.93% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Added to 7,771 1,022 0.03% 0.03% 306 +555 7.69% Q4 2025 Feb 10, 2026
Finley Financial, LLC History No change 7,760 1,021 0.47% 0.47% 307 0 0.0% Q4 2025 Jan 21, 2026
Innovative Wealth Building LLC History Reduced 7,741 1,018 0.74% 0.81% 308 -273 -3.41% Q4 2025 Feb 17, 2026
KLCM Advisors, Inc. History New 7,698 1,012 0.09% — 309 +7,698 New Q4 2025 Feb 04, 2026
BANK OF STOCKTON History Reduced 7,674 1,009 0.29% 0.29% 310 -240 -3.03% Q4 2025 Jan 21, 2026
Compound Planning, Inc. History Added to 7,619 1,002 0.03% 0.03% 311 +231 3.13% Q4 2025 Feb 19, 2026
CITIGROUP INC History Reduced 7,614 1,001 0.0% 0.0% 312 -14,492 -65.56% Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 7,585 998 0.03% 0.03% 313 -75 -0.98% Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History Reduced 7,400 973 0.11% 0.12% 314 -368 -4.74% Q4 2025 Feb 10, 2026
Park Place Capital Corp History Reduced 7,273 957 0.2% 0.23% 315 -1,295 -15.11% Q4 2025 Jan 09, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 7,185 945 0.23% 0.24% 316 -110 -1.51% Q4 2025 Jan 27, 2026
Savant Capital, LLC History Reduced 7,116 936 0.01% 0.01% 317 -222 -3.03% Q4 2025 Feb 10, 2026
Wellspring Financial Advisors, LLC History Reduced 7,096 933 0.07% 0.12% 318 -2,689 -27.48% Q4 2025 Feb 11, 2026
DAVIDSON TRUST CO History Added to 7,047 927 0.39% 0.37% 319 +147 2.13% Q4 2025 Jan 27, 2026
Mystic Asset Management, Inc. History No change 7,000 921 0.21% 0.21% 320 0 0.0% Q4 2025 Jan 28, 2026
Narwhal Capital Management History No change 6,923 910 0.07% 0.07% 321 0 0.0% Q4 2025 Jan 30, 2026
SCS Capital Management LLC History Reduced 6,834 899 0.01% 0.01% 322 -712 -9.44% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 6,719 885 0.01% 0.11% 324 -43,477 -86.61% Q4 2025 Feb 09, 2026
VANGUARD GROUP INC History Added to 6,727 885 0.0% 0.0% 323 +102 1.54% Q4 2025 Jan 29, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 6,716 883 0.01% 0.01% 325 +835 14.2% Q4 2025 Feb 02, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 6,648 874 0.21% 0.21% 326 0 0.0% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Reduced 6,615 870 0.02% 0.02% 327 -31 -0.47% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 6,580 865 0.02% 0.02% 328 -766 -10.43% Q4 2025 Jan 07, 2026
MainStreet Investment Advisors LLC History Reduced 6,580 865 0.12% 0.11% 329 -8 -0.12% Q4 2025 Feb 10, 2026
Venture Visionary Partners LLC History Added to 6,580 865 0.03% 0.03% 330 +8 0.12% Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 6,567 864 0.02% 0.01% 331 +1,825 38.49% Q4 2025 Feb 05, 2026
Allspring Global Investments Holdings, LLC History Added to 6,482 862 0.0% 0.0% 332 +5,171 394.43% Q4 2025 Jan 15, 2026
Meridian Financial Advisors, LLC History Reduced 6,487 853 0.46% 0.48% 333 -150 -2.26% Q4 2025 Jan 23, 2026
Cambridge Financial Group, LLC History Added to 6,734 849 0.3% 0.27% 334 +350 5.48% Q4 2025 Jan 09, 2026
Matthew Goff Investment Advisor, LLC History Reduced 6,436 846 0.15% 0.15% 335 -219 -3.29% Q4 2025 Jan 14, 2026
StoneCrest Wealth Management, Inc. History Reduced 6,393 841 0.34% 0.37% 336 -50 -0.78% Q4 2025 Jan 16, 2026
Beirne Wealth Consulting Services, LLC History No change 6,386 840 0.24% 0.2% 337 0 0.0% Q4 2025 Jan 29, 2026
Kohmann Bosshard Financial Services, LLC History No change 6,350 835 0.07% 0.08% 338 0 0.0% Q4 2025 Jan 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 6,325 832 0.01% 0.01% 339 +429 7.28% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Reduced 6,311 830 0.0% 0.0% 340 -3,548 -35.99% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 6,289 827 0.0% 0.0% 341 +47 0.75% Q4 2025 Feb 17, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 6,252 822 0.09% 0.09% 342 -261 -4.01% Q4 2025 Feb 06, 2026
CreativeOne Wealth, LLC History Added to 6,247 821 0.02% 0.02% 343 +325 5.49% Q4 2025 Feb 13, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 6,230 819 0.12% 0.14% 344 -1,047 -14.39% Q4 2025 Jan 23, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 6,176 812 0.02% 0.02% 345 -137 -2.17% Q4 2025 Jan 23, 2026
Harbour Capital Advisors, LLC History No change 6,080 809 0.16% 0.16% 346 0 0.0% Q4 2025 Jan 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 6,109 803 0.14% 0.15% 347 0 0.0% Q4 2025 Jan 21, 2026
EVOKE WEALTH, LLC History Added to 6,091 801 0.01% 0.02% 348 +73 1.21% Q4 2025 Feb 06, 2026
Cadence Bank History Reduced 6,066 798 0.05% 0.05% 349 -70 -1.14% Q4 2025 Jan 30, 2026
RFG Advisory, LLC History Added to 6,068 798 0.02% 0.02% 350 +31 0.51% Q4 2025 Feb 03, 2026
Krilogy Financial LLC History Added to 5,743 791 0.03% 0.03% 351 +3 0.05% Q4 2025 Jan 27, 2026
Renasant Bank History Reduced 5,994 788 0.53% 0.59% 352 -1,196 -16.63% Q4 2025 Jan 30, 2026
EARNEST PARTNERS LLC History New 5,899 776 0.0% — 353 +5,899 New Q4 2025 Feb 12, 2026
Independence Bank of Kentucky History No change 5,828 766 0.1% 0.1% 354 0 0.0% Q4 2025 Jan 20, 2026
Composition Wealth, LLC History Reduced 5,808 764 0.01% 0.01% 355 -499 -7.91% Q4 2025 Feb 02, 2026
Bay Capital Advisors, LLC History No change 5,797 762 0.46% 0.49% 356 0 0.0% Q4 2025 Jan 16, 2026
Connecticut Wealth Management, LLC History No change 5,572 733 0.03% 0.03% 357 0 0.0% Q4 2025 Feb 12, 2026
PRIVATE TRUST CO NA History Reduced 5,570 732 0.06% 0.07% 358 -277 -4.74% Q4 2025 Jan 26, 2026
Robertson Stephens Wealth Management, LLC History Added to 5,564 732 0.02% 0.02% 359 +79 1.44% Q4 2025 Feb 02, 2026
IFG Advisory, LLC History Reduced 5,471 719 0.03% 0.03% 360 -38 -0.69% Q4 2025 Feb 10, 2026
Thomasville National Bank History No change 5,454 717 0.04% 0.04% 361 0 0.0% Q4 2025 Jan 26, 2026
GREAT LAKES ADVISORS, LLC History No change 5,418 712 0.01% 0.01% 362 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 5,406 711 0.02% — 363 +5,406 New Q4 2025 Feb 13, 2026
First Citizens Asset Management, Inc. History Added to 5,358 705 0.25% 0.25% 364 +13 0.24% Q4 2025 Feb 05, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,322 700 0.01% 0.01% 365 -109 -2.01% Q4 2025 Feb 11, 2026
FC Advisory LLC History Added to 5,302 697 0.2% 0.2% 366 +23 0.44% Q4 2025 Jan 13, 2026
Claro Advisors Inc. History Reduced 5,275 694 0.09% 0.11% 367 -764 -12.65% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Added to 5,251 691 0.05% 0.06% 368 +24 0.46% Q4 2025 Feb 04, 2026
Weinberger Asset Management, Inc History Reduced 5,231 688 0.25% 0.25% 369 -191 -3.52% Q4 2025 Feb 09, 2026
Pinnacle Family Advisors, LLC History Reduced 5,203 684 0.3% 0.3% 370 -29 -0.55% Q4 2025 Feb 17, 2026
SAXON INTERESTS, INC. History Reduced 5,174 680 0.24% 0.26% 371 -15 -0.29% Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 5,161 679 0.01% 0.01% 372 -73 -1.39% Q4 2025 Feb 12, 2026
Cambridge Advisors Inc. History Reduced 5,127 674 0.13% 0.13% 373 -20 -0.39% Q4 2025 Jan 21, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 5,127 674 0.07% 0.07% 374 -3 -0.06% Q4 2025 Jan 27, 2026
apricus wealth, LLC History Added to 5,114 672 0.34% 0.2% 375 +2,190 74.9% Q4 2025 Jan 15, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 5,053 664 0.05% 0.05% 376 -226 -4.28% Q4 2025 Jan 28, 2026
Niles Investment Management, LLC History New 4,999 657 0.5% — 378 +4,999 New Q4 2025 Feb 13, 2026
Strategic Blueprint, LLC History Reduced 4,999 657 0.04% 0.03% 377 -104 -2.04% Q4 2025 Jan 30, 2026
PKS Advisory Services, LLC History Reduced 4,929 648 0.15% 0.14% 379 -278 -5.34% Q4 2025 Feb 02, 2026
Meridian Wealth Management, LLC History Reduced 4,925 648 0.02% 0.02% 380 -10 -0.2% Q4 2025 Feb 04, 2026
Stratos Investment Management, LLC History Added to 4,913 646 0.03% 0.03% 381 +21 0.43% Q4 2025 Jan 20, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History No change 4,881 642 0.32% 0.32% 382 0 0.0% Q4 2025 Jan 30, 2026
Park Capital Management, LLC / WI History New 4,859 639 0.46% — 384 +4,859 New Q4 2025 Jan 20, 2026
BAILARD, INC. History No change 4,857 639 0.01% 0.01% 383 0 0.0% Q4 2025 Feb 04, 2026
Fairscale Capital, LLC History Added to 4,842 637 0.42% 0.35% 385 +929 23.74% Q4 2025 Feb 17, 2026
AWM CAPITAL, LLC History No change 4,822 634 0.06% 0.06% 386 0 0.0% Q4 2025 Feb 17, 2026
Fiduciary Alliance LLC History Added to 4,769 627 0.04% 0.04% 387 +135 2.91% Q4 2025 Jan 22, 2026
Blackston Financial Advisory Group, LLC History Reduced 4,749 624 0.38% 0.43% 388 -825 -14.8% Q4 2025 Feb 06, 2026
MSH Capital Advisors LLC History No change 4,725 621 0.13% 0.16% 389 0 0.0% Q4 2025 Feb 09, 2026
Perfromance Wealth Partners, LLC History Added to 4,649 611 0.02% 0.02% 390 +24 0.52% Q4 2025 Jan 21, 2026
NUANCE INVESTMENTS, LLC History New 4,639 610 0.07% — 391 +4,639 New Q4 2025 Feb 11, 2026
Hyundai Investments Co., Ltd. History New 4,586 609 0.59% — 393 +4,586 New Q4 2025 Feb 17, 2026
Nicholas Hoffman & Company, LLC. History No change 4,630 609 0.01% 0.01% 392 0 0.0% Q4 2025 Feb 02, 2026
Professional Financial Advisors, LLC History Reduced 4,622 608 0.12% 0.13% 394 -31 -0.67% Q4 2025 Jan 15, 2026
SageView Advisory Group, LLC History Reduced 4,599 605 0.02% 0.02% 395 -314 -6.39% Q4 2025 Feb 17, 2026
EPG Wealth Management LLC History Added to 4,571 601 0.16% 0.16% 396 +22 0.48% Q4 2025 Jan 28, 2026
Rockbridge Investment Management, LCC History No change 4,566 600 0.06% 0.06% 397 0 0.0% Q4 2025 Feb 04, 2026
American Wealth Advisors, LLC History Reduced 4,559 599 0.59% 0.59% 398 -42 -0.91% Q4 2025 Jan 26, 2026
Destiny Capital Corp/CO History Added to 4,549 598 0.31% 0.2% 399 +1,710 60.23% Q4 2025 Jan 23, 2026
JANE STREET GROUP, LLC History Reduced 4,500 592 0.0% 0.0% 402 -200 -4.26% Q4 2025 Feb 12, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 4,502 592 0.04% 0.04% 400 0 0.0% Q4 2025 Jan 12, 2026
Clark Capital Management Group, Inc. History No change 4,500 592 0.0% 0.0% 401 0 0.0% Q4 2025 Feb 17, 2026
Montecito Bank & Trust History Reduced 4,490 590 0.09% 0.09% 403 -30 -0.66% Q4 2025 Jan 09, 2026
Avantax Planning Partners, Inc. History Reduced 4,446 585 0.02% 0.02% 404 -31 -0.69% Q4 2025 Feb 05, 2026
FIRST HORIZON CORP History Reduced 4,425 582 0.03% 0.03% 405 -1 -0.02% Q4 2025 Jan 27, 2026
Yanni & Associates Investment Advisors, LLC History New 4,400 578 0.58% — 406 +4,400 New Q4 2025 Feb 06, 2026
First Command Advisory Services, Inc. History Reduced 4,387 577 0.0% 0.0% 407 -225 -4.88% Q4 2025 Feb 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 4,363 574 0.02% 0.02% 408 0 0.0% Q4 2025 Feb 11, 2026
Purkiss Capital Advisors LLC History Reduced 4,306 566 0.27% 0.27% 409 -80 -1.82% Q4 2025 Feb 04, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 4,294 565 0.59% 0.55% 410 0 0.0% Q4 2025 Jan 20, 2026
Main Street Financial Solutions, LLC History No change 4,256 560 0.04% 0.04% 411 0 0.0% Q4 2025 Feb 17, 2026
Triangle Securities Wealth Management History Added to 4,255 559 0.12% 0.12% 412 +115 2.78% Q4 2025 Jan 13, 2026
HANCOCK WHITNEY CORP History Added to 4,244 558 0.01% 0.01% 413 +184 4.53% Q4 2025 Feb 17, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 4,176 549 0.0% — 415 +4,176 New Q4 2025 Feb 05, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 4,178 549 0.04% 0.04% 416 +1 0.02% Q4 2025 Feb 04, 2026
Ancora Advisors LLC History No change 4,175 549 0.01% 0.01% 414 0 0.0% Q4 2025 Feb 17, 2026
Beaumont Financial Advisors, LLC History Reduced 4,080 536 0.04% 0.04% 418 -43 -1.04% Q4 2025 Jan 16, 2026
Capital Investment Advisors, LLC History Added to 4,080 536 0.01% 0.01% 417 +8 0.2% Q4 2025 Jan 13, 2026
COOKSON PEIRCE & CO INC History Reduced 4,022 529 0.02% 0.02% 419 -16 -0.4% Q4 2025 Feb 11, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4,027 529 0.05% 0.05% 420 0 0.0% Q4 2025 Feb 23, 2026
IFG Advisors, LLC History Added to 4,007 527 0.09% 0.08% 421 +1 0.02% Q4 2025 Jan 13, 2026
Ironsides Asset Advisors, LLC History No change 4,000 526 0.13% 0.13% 422 0 0.0% Q4 2025 Feb 12, 2026
Wolff Financial Management LLC History No change 4,000 526 0.12% 0.12% 423 0 0.0% Q4 2025 Feb 06, 2026
Riverbend Wealth Management, LLC History No change 4,000 526 0.33% 0.36% 424 0 0.0% Q4 2025 Jan 29, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,978 523 0.01% 0.01% 425 0 0.0% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History No change 3,976 523 0.02% 0.02% 426 0 0.0% Q4 2025 Jan 20, 2026
SouthState Bank Corp History Reduced 3,909 514 0.02% 0.02% 427 -100 -2.49% Q4 2025 Feb 11, 2026
BOSTON FAMILY OFFICE LLC History Reduced 3,899 513 0.03% 0.03% 428 -25 -0.64% Q4 2025 Feb 13, 2026
FRG Family Wealth Advisors LLC History No change 3,888 511 0.08% 0.08% 429 0 0.0% Q4 2025 Jan 21, 2026
Eagle Strategies LLC History Added to 3,847 506 0.06% 0.06% 430 +144 3.89% Q4 2025 Jan 23, 2026
ARWA LLC History New 3,823 503 0.29% — 431 +3,823 New Q4 2025 Feb 27, 2026
Financial Alternatives, Inc History No change 3,806 500 0.29% 0.3% 432 0 0.0% Q4 2025 Feb 04, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 3,706 492 0.03% 0.04% 433 +8 0.22% Q4 2025 Jan 15, 2026
TrinityBridge Ltd History No change 3,741 492 0.01% 0.01% 434 0 0.0% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History Added to 3,733 491 0.0% 0.0% 436 +2,071 124.61% Q4 2025 Feb 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 3,738 491 0.06% 0.07% 435 +22 0.59% Q4 2025 Feb 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 3,691 485 0.01% 0.01% 437 -409 -9.98% Q4 2025 Jan 29, 2026
Wealthcare Advisory Partners LLC History Reduced 3,664 482 0.01% 0.01% 438 -329 -8.24% Q4 2025 Jan 14, 2026
Topsail Wealth Management, LLC History No change 3,660 481 0.07% 0.08% 439 0 0.0% Q4 2025 Feb 04, 2026
River Street Advisors LLC History No change 3,653 480 0.18% 0.18% 440 0 0.0% Q4 2025 Jan 26, 2026
PFG Advisors History Reduced 3,641 479 0.02% 0.02% 441 -731 -16.72% Q4 2025 Jan 27, 2026
DOLIVER ADVISORS, LP History Reduced 3,602 473 0.12% 0.12% 442 -119 -3.2% Q4 2025 Jan 06, 2026
WEDBUSH SECURITIES INC History Reduced 3,592 473 0.01% 0.02% 443 -47 -1.29% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Reduced 3,566 469 0.01% 0.01% 444 -1,215 -25.41% Q4 2025 Feb 03, 2026
FOSTER & MOTLEY INC History No change 3,540 466 0.02% 0.02% 445 0 0.0% Q4 2025 Jan 15, 2026
Global Trust Asset Management, LLC History Reduced 3,530 464 0.18% 0.29% 446 -1,430 -28.83% Q4 2025 Jan 20, 2026
FAYEZ SAROFIM & CO History No change 3,526 463 0.0% 0.0% 447 0 0.0% Q4 2025 Feb 13, 2026
Ally Invest Advisors Inc. History Reduced 3,496 460 0.03% 0.03% 448 -253 -6.75% Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 3,482 458 0.02% 0.02% 449 0 0.0% Q4 2025 Feb 03, 2026
J.W. COLE ADVISORS, INC. History Added to 5,707 454 0.01% 0.01% 450 +44 0.78% Q4 2025 Feb 11, 2026
Boston Partners History New 3,431 451 0.0% — 451 +3,431 New Q4 2025 Feb 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 3,429 451 0.06% 0.07% 452 0 0.0% Q4 2025 Jan 12, 2026
Goldstein Advisors, LLC History No change 3,420 450 0.05% 0.05% 453 0 0.0% Q4 2025 Feb 10, 2026
Veridan Wealth LLC History Added to 3,403 447 0.15% 0.15% 454 +13 0.38% Q4 2025 Feb 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,391 446 0.12% 0.1% 455 -90 -2.59% Q4 2025 Feb 12, 2026
Stonebridge Financial Group, LLC / MO History New 3,382 445 0.39% — 456 +3,382 New Q4 2025 Feb 04, 2026
Ameritas Advisory Services, LLC History Added to 3,374 444 0.02% 0.01% 457 +2,338 225.68% Q4 2025 Feb 04, 2026
Atlantic Union Bankshares Corp History Reduced 3,372 443 0.01% 0.01% 458 -221 -6.15% Q4 2025 Feb 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,363 442 0.0% — 459 +3,363 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 3,355 441 0.01% 0.0% 461 +1,258 59.99% Q4 2025 Feb 11, 2026
PRINCIPAL SECURITIES, INC. History Added to 3,352 441 0.01% 0.01% 460 +785 30.58% Q4 2025 Feb 12, 2026
SAGE FINANCIAL GROUP INC History Added to 3,329 438 0.03% 0.03% 462 +9 0.27% Q4 2025 Jan 27, 2026
Sensible Money, LLC History No change 3,311 435 0.14% 0.15% 463 0 0.0% Q4 2025 Feb 09, 2026
UPTICK PARTNERS, LLC History Reduced 3,254 428 0.09% 0.13% 464 -457 -12.31% Q4 2025 Feb 02, 2026
Belpointe Asset Management LLC History No change 3,245 427 0.02% 0.02% 465 0 0.0% Q4 2025 Jan 27, 2026
FWG Investments, LLC. History Added to 3,242 426 0.27% 0.28% 466 +44 1.38% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Reduced 3,232 425 0.01% 0.01% 467 -184 -5.39% Q4 2025 Feb 17, 2026
SlateStone Wealth, LLC History Added to 3,221 424 0.04% 0.04% 469 +53 1.67% Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Reduced 3,226 424 0.02% 0.02% 468 -2 -0.06% Q4 2025 Feb 06, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 3,198 420 0.07% — 470 +3,198 New Q4 2025 Feb 18, 2026
Cornerstone Planning, LLC History New 3,191 419 0.1% — 471 +3,191 New Q4 2025 Mar 17, 2026
DAVENPORT & Co LLC History Reduced 3,181 418 0.0% 0.0% 472 -222 -6.52% Q4 2025 Jan 12, 2026
Argent Trust Co History No change 3,150 414 0.01% 0.01% 473 0 0.0% Q4 2025 Feb 10, 2026
Insight Inv LLC History Reduced 3,141 413 0.23% 0.27% 474 -400 -11.3% Q4 2025 Feb 06, 2026
Crusonia Wealth Advisors LLC History New 3,131 412 0.09% — 475 +3,131 New Q4 2025 Feb 18, 2026
KENNEDY CAPITAL MANAGEMENT LLC History New 3,110 409 0.01% — 476 +3,110 New Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 3,102 408 0.01% 0.01% 477 +1,032 49.86% Q4 2025 Feb 12, 2026
XTX Topco Ltd History New 3,097 407 0.01% — 478 +3,097 New Q4 2025 Feb 17, 2026
FIRST NATIONAL BANK OF OMAHA History New 3,055 405 0.01% — 479 +3,055 New Q4 2025 Feb 13, 2026
Calamos Wealth Management LLC History Added to 3,078 405 0.01% 0.01% 480 +567 22.58% Q4 2025 Jan 29, 2026
Clarity Financial LLC History No change 3,075 404 0.04% 0.04% 481 0 0.0% Q4 2025 Jan 28, 2026
RICHARDS, MERRILL & PETERSON, INC. History No change 3,064 403 0.15% 0.17% 482 0 0.0% Q4 2025 Jan 27, 2026
Alexis Investment Partners, LLC History Reduced 3,062 402 0.15% 0.06% 483 -1,981 -39.28% Q4 2025 Jan 29, 2026
Integrated Wealth Concepts LLC History Reduced 3,053 401 0.0% 0.0% 484 -424 -12.19% Q4 2025 Feb 13, 2026
WASHINGTON TRUST BANK History No change 3,042 400 0.03% 0.03% 485 0 0.0% Q4 2025 Feb 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,022 397 0.07% — 486 +3,022 New Q4 2025 Feb 12, 2026
CHOREO, LLC History Reduced 2,974 395 0.01% 0.01% 487 -352 -10.58% Q4 2025 Jan 23, 2026
Parkside Financial Bank & Trust History No change 2,978 391 0.03% 0.03% 488 0 0.0% Q4 2025 Feb 13, 2026
ROMANO BROTHERS AND COMPANY History Added to 2,965 390 0.04% 0.04% 489 +580 24.32% Q4 2025 Jan 14, 2026
Cape Investment Advisory, Inc. History New 2,934 386 0.12% — 491 +2,934 New Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 2,939 386 0.01% 0.01% 490 +71 2.48% Q4 2025 Jan 16, 2026
Cornerstone Wealth Management, LLC History Reduced 2,928 385 0.02% 0.02% 492 -2 -0.07% Q4 2025 Feb 05, 2026
Heartwood Wealth Advisors LLC History No change 2,928 385 0.04% 0.04% 493 0 0.0% Q4 2025 Jan 12, 2026
BDFS Capital LLC History New 2,925 384 0.19% — 494 +2,925 New Q4 2025 Feb 26, 2026
Mayflower Financial Advisors, LLC History Reduced 2,866 377 0.05% 0.05% 495 -56 -1.92% Q4 2025 Jan 13, 2026
Nilsine Partners, LLC History No change 2,870 377 0.03% 0.03% 496 0 0.0% Q4 2025 Jan 15, 2026
Gladstone Institutional Advisory LLC History Reduced 2,857 376 0.01% 0.01% 497 -136 -4.54% Q4 2025 Feb 17, 2026
Spire Wealth Management History Reduced 2,848 374 0.01% 0.02% 498 -1,739 -37.91% Q4 2025 Jan 14, 2026
KWMG, LLC History Reduced 2,822 371 0.03% 0.03% 499 -132 -4.47% Q4 2025 Jan 16, 2026
Zhang Financial LLC History Added to 2,825 371 0.01% 0.01% 500 +129 4.78% Q4 2025 Feb 10, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 2,814 370 0.0% 0.0% 501 -155 -5.22% Q4 2025 Feb 10, 2026
Inlight Wealth Management, LLC History No change 2,800 368 0.13% 0.17% 502 0 0.0% Q4 2025 Jan 23, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 2,764 363 0.06% 0.06% 503 0 0.0% Q4 2025 Feb 11, 2026
Mezzasalma Advisors, LLC History No change 2,727 362 0.09% 0.09% 504 0 0.0% Q4 2025 Jan 21, 2026
Rayburn West Financial Services LLC History New 2,750 361 0.22% — 507 +2,750 New Q4 2025 Feb 05, 2026
BROWN ADVISORY INC History Reduced 2,748 361 0.0% 0.0% 505 -270 -8.95% Q4 2025 Feb 13, 2026
Lewis Asset Management, LLC History No change 2,750 361 0.15% 0.15% 506 0 0.0% Q4 2025 Jan 15, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 2,743 360 0.02% 0.03% 508 -125 -4.36% Q4 2025 Feb 10, 2026
Hilltop Holdings Inc. History No change 2,730 359 0.02% 0.02% 509 0 0.0% Q4 2025 Feb 17, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 2,706 356 0.07% 0.08% 510 -176 -6.11% Q4 2025 Jan 27, 2026
CRA Financial Services, LLC History No change 2,697 354 0.05% 0.05% 511 0 0.0% Q4 2025 Jan 16, 2026
Western Wealth Management, LLC History Added to 2,677 352 0.02% 0.01% 513 +646 31.81% Q4 2025 Feb 05, 2026
Atlas Brown,Inc. History Added to 2,682 352 0.1% 0.1% 512 +13 0.49% Q4 2025 Jan 09, 2026
ALLIUM FINANCIAL ADVISORS, LLC History Reduced 2,658 349 0.28% 0.3% 514 -120 -4.32% Q4 2025 Feb 09, 2026
Wagner Wealth Management, LLC History New 2,650 348 0.07% — 515 +2,650 New Q4 2025 Jan 30, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 2,650 348 0.19% 0.21% 516 -250 -8.62% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Reduced 2,642 347 0.02% 0.02% 518 -69 -2.55% Q4 2025 Feb 10, 2026
Capital Square, LLC History No change 2,644 347 0.18% 0.17% 517 0 0.0% Q4 2025 Feb 13, 2026
EQUITABLE TRUST CO History No change 2,632 346 0.02% 0.02% 519 0 0.0% Q4 2025 Feb 02, 2026
Haverford Trust Co History No change 2,635 346 0.0% 0.0% 520 0 0.0% Q4 2025 Feb 13, 2026
WILLNER & HELLER, LLC History Added to 2,619 344 0.25% 0.26% 521 +16 0.61% Q4 2025 Jan 12, 2026
KPP Advisory Services LLC History No change 2,618 344 0.05% 0.05% 522 0 0.0% Q4 2025 Feb 02, 2026
Reynders McVeigh Capital Management, LLC History No change 2,600 342 0.02% 0.02% 523 0 0.0% Q4 2025 Feb 02, 2026
Royal Fund Management, LLC History New 2,574 338 0.03% — 524 +2,574 New Q4 2025 Jan 15, 2026
MKT Advisors LLC History Reduced 2,507 338 0.12% 0.13% 525 -93 -3.58% Q4 2025 Jan 08, 2026
Aptus Capital Advisors, LLC History Reduced 2,565 337 0.0% 0.0% 526 -142 -5.25% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 2,551 335 0.0% 0.0% 527 -423 -14.22% Q4 2025 Feb 13, 2026
Busey Bank History Reduced 2,549 335 0.01% 0.01% 528 -15 -0.59% Q4 2025 Jan 27, 2026
Milestones Private Investment Advisors LLC History No change 2,531 333 0.23% 0.22% 529 0 0.0% Q4 2025 Jan 26, 2026
Gryphon Financial Partners LLC History Reduced 2,528 332 0.04% 0.04% 530 -300 -10.61% Q4 2025 Jan 08, 2026
Bonfire Financial History No change 2,515 330 0.25% 0.25% 531 0 0.0% Q4 2025 Jan 27, 2026
Bellwether Advisors, LLC History Added to 2,493 328 0.05% 0.05% 532 +280 12.65% Q4 2025 Feb 09, 2026
Confluence Wealth Services, Inc. History No change 2,478 326 0.01% 0.02% 533 0 0.0% Q4 2025 Jan 28, 2026
Wealth Preservation Advisors, LLC History No change 2,479 326 0.16% 0.19% 534 0 0.0% Q4 2025 Feb 23, 2026
Valeo Financial Advisors, LLC History Added to 2,476 325 0.01% 0.01% 535 +498 25.18% Q4 2025 Feb 04, 2026
Townsend Financial Planning, LLC History New 2,466 324 0.32% — 536 +2,466 New Q4 2025 Feb 17, 2026
Clarity Asset Management, Inc. History Added to 2,433 320 0.18% 0.18% 537 +14 0.58% Q4 2025 Feb 13, 2026
VeraBank, N.A. History No change 2,417 318 0.06% 0.06% 538 0 0.0% Q4 2025 Feb 11, 2026
Frank, Rimerman Advisors LLC History No change 2,412 317 0.02% 0.02% 539 0 0.0% Q4 2025 Jan 15, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 2,406 316 0.01% 0.01% 540 0 0.0% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History Reduced 2,384 313 0.01% 0.01% 542 -566 -19.19% Q4 2025 Feb 06, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,380 313 0.01% 0.01% 541 0 0.0% Q4 2025 Feb 06, 2026
Gen-Wealth Partners Inc History No change 2,386 313 0.1% 0.1% 543 0 0.0% Q4 2025 Feb 13, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 2,337 307 0.01% 0.01% 545 +89 3.96% Q4 2025 Jan 30, 2026
Carnegie Investment Counsel History Added to 2,339 307 0.01% 0.01% 544 +1 0.04% Q4 2025 Jan 23, 2026
Independent Family Office, LLC History No change 2,340 307 0.13% 0.13% 546 0 0.0% Q4 2025 Feb 13, 2026
Rockwood Wealth Management, LLC History No change 2,333 307 0.02% 0.02% 547 0 0.0% Q4 2025 Jan 29, 2026
VALLEY NATIONAL ADVISERS INC History New 2,320 305 0.04% — 548 +2,320 New Q4 2025 Jan 23, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 2,312 304 0.06% 0.06% 549 -270 -10.46% Q4 2025 Jan 14, 2026
Portland Global Advisors LLC History No change 2,312 304 0.03% 0.03% 550 0 0.0% Q4 2025 Feb 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 2,272 299 0.02% 0.02% 551 -488 -17.68% Q4 2025 Feb 10, 2026
Heritage Family Offices, LLP History Added to 2,271 298 0.14% 0.14% 553 +14 0.62% Q4 2025 Jan 12, 2026
ENZI WEALTH History No change 2,160 298 0.11% 0.1% 552 0 0.0% Q4 2025 Jan 15, 2026
Guardian Financial Partners, LLC History New 2,262 297 0.13% — 555 +2,262 New Q4 2025 Jan 14, 2026
Russell Investments Group, Ltd. History Reduced 2,259 297 0.0% 0.0% 554 -123 -5.16% Q4 2025 Feb 17, 2026
Clientfirst Wealth Management, LLC History No change 2,258 297 0.24% 0.23% 556 0 0.0% Q4 2025 Feb 06, 2026
Prime Capital Investment Advisors, LLC History Added to 2,253 296 0.0% 0.0% 557 +26 1.17% Q4 2025 Jan 21, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,245 295 0.02% 0.02% 558 0 0.0% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Reduced 2,235 294 0.0% 0.0% 559 -119 -5.06% Q4 2025 Jan 15, 2026
Breachway Investments LLC History New 2,230 293 0.31% — 560 +2,230 New Q4 2025 Jan 27, 2026
Alpha Financial Advisors, LLC History Reduced 2,214 291 0.09% 0.11% 562 -122 -5.22% Q4 2025 Jan 20, 2026
Waldron Private Wealth LLC History No change 2,218 291 0.01% 0.01% 561 0 0.0% Q4 2025 Jan 14, 2026
United Community Bank History No change 2,215 291 0.11% 0.09% 563 0 0.0% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Added to 2,192 288 0.0% 0.0% 565 +1,058 93.3% Q4 2025 Jan 16, 2026
MATHER GROUP, LLC. History Added to 2,195 288 0.0% 0.0% 564 +141 6.86% Q4 2025 Jan 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 2,192 288 0.01% 0.02% 566 -68 -3.01% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Added to 2,063 286 0.01% 0.01% 567 +42 2.08% Q4 2025 Jan 21, 2026
Henrickson Nauta Wealth Advisors, Inc. History New 2,086 284 0.04% — 569 +2,086 New Q4 2025 Jan 07, 2026
First Heartland Consultants, Inc. History Reduced 2,165 284 0.02% 0.02% 568 -160 -6.88% Q4 2025 Jan 09, 2026
Bravias Capital Group, LLC History Added to 2,165 284 0.17% 0.19% 570 +4 0.19% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,154 283 0.0% 0.0% 571 +200 10.24% Q4 2025 Feb 17, 2026
PETRA FINANCIAL ADVISORS INC History No change 2,150 282 0.17% 0.16% 572 0 0.0% Q4 2025 Jan 21, 2026
VSM Wealth Advisory, LLC History No change 2,148 282 0.08% 0.09% 573 0 0.0% Q4 2025 Feb 06, 2026
Vickerman Investment Advisors, Inc. History No change 2,138 281 0.06% 0.06% 574 0 0.0% Q4 2025 Feb 12, 2026
Blankinship & Foster, LLC History No change 2,123 279 0.06% 0.06% 575 0 0.0% Q4 2025 Jan 23, 2026
Hilltop National Bank History No change 2,116 278 0.07% 0.07% 576 0 0.0% Q4 2025 Jan 07, 2026
Cosner Financial Group, LLC History Reduced 2,112 277 0.14% 0.15% 577 -1,378 -39.48% Q4 2025 Jan 30, 2026
Lee-Kelleher Wealth Management History No change 2,112 277 0.17% 0.17% 578 0 0.0% Q4 2025 Jan 14, 2026
Community Bank & Trust, Waco, Texas History No change 2,098 276 0.06% 0.06% 579 0 0.0% Q4 2025 Feb 09, 2026
Caprock Group, LLC History Reduced 2,094 275 0.01% 0.04% 580 -11,744 -84.87% Q4 2025 Jan 28, 2026
Accredited Investors Inc. History No change 2,069 272 0.01% 0.01% 581 0 0.0% Q4 2025 Feb 05, 2026
Horizon Wealth Management, LLC History No change 2,068 272 0.04% 0.04% 582 0 0.0% Q4 2025 Feb 04, 2026
Quadcap Wealth Management, LLC History Added to 2,064 271 0.03% 0.03% 584 +59 2.94% Q4 2025 Jan 29, 2026
Wick Capital Partners, LLC History No change 2,061 271 0.05% 0.06% 583 0 0.0% Q4 2025 Mar 02, 2026
MOTCO History No change 2,054 270 0.02% 0.02% 585 0 0.0% Q4 2025 Feb 06, 2026
JPL Wealth Management, LLC History No change 2,053 270 0.07% 0.06% 586 0 0.0% Q4 2025 Feb 12, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 2,046 269 0.04% 0.05% 587 0 0.0% Q4 2025 Feb 03, 2026
FSA Advisors, Inc. History No change 2,032 267 0.19% 0.21% 588 0 0.0% Q4 2025 Feb 02, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 2,024 266 0.0% 0.0% 589 -276 -12.0% Q4 2025 Feb 10, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 1,935 264 0.06% 0.06% 590 -8 -0.41% Q4 2025 Feb 04, 2026
NBC SECURITIES, INC. History Added to 2,000 263 0.02% 0.02% 591 +119 6.33% Q4 2025 Jan 29, 2026
Aprio Wealth Management, LLC History Added to 2,005 263 0.02% 0.03% 594 +2 0.1% Q4 2025 Jan 29, 2026
BBR PARTNERS, LLC History No change 2,000 263 0.01% 0.01% 592 0 0.0% Q4 2025 Feb 11, 2026
DT Investment Partners, LLC History No change 2,000 263 0.02% 0.02% 593 0 0.0% Q4 2025 Feb 10, 2026
Huntleigh Advisors, Inc. History No change 1,991 262 0.04% 0.04% 595 0 0.0% Q4 2025 Jan 29, 2026
B. Riley Wealth Advisors, Inc. History No change 1,984 261 0.01% 0.01% 596 0 0.0% Q4 2025 Feb 17, 2026
Sunesis Advisors, LLC History No change 1,977 260 0.12% 0.12% 597 0 0.0% Q4 2025 Feb 02, 2026
First County Bank /CT/ History No change 1,969 259 0.14% 0.13% 598 0 0.0% Q4 2025 Jan 14, 2026
Insight Advisors, LLC/ PA History Reduced 1,946 256 0.04% 0.04% 600 -51 -2.55% Q4 2025 Feb 11, 2026
CHAPIN DAVIS, INC. History No change 1,949 256 0.06% 0.06% 599 0 0.0% Q4 2025 Jan 30, 2026
Essex Financial Services, Inc. History Reduced 1,923 253 0.01% 0.01% 601 -9 -0.47% Q4 2025 Feb 10, 2026
SAPIENT CAPITAL LLC History No change 1,910 253 0.0% 0.0% 602 0 0.0% Q4 2025 Feb 05, 2026
Wealth Advisory Team LLC History New 1,920 252 0.22% — 603 +1,920 New Q4 2025 Feb 05, 2026
Empower Advisory Group, LLC History Reduced 1,912 251 0.0% 0.0% 606 -54 -2.75% Q4 2025 Feb 12, 2026
LaSalle St. Investment Advisors, LLC History Added to 1,908 251 0.04% 0.04% 605 +9 0.47% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History No change 1,912 251 0.0% 0.0% 604 0 0.0% Q4 2025 Jan 20, 2026
STOCK YARDS BANK & TRUST CO History Reduced 1,902 250 0.01% 0.01% 607 -220 -10.37% Q4 2025 Jan 21, 2026
VestGen Advisors, LLC History Reduced 1,906 250 0.01% 0.01% 609 -75 -3.79% Q4 2025 Feb 17, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 1,905 250 0.01% 0.01% 608 -18 -0.94% Q4 2025 Jan 22, 2026
Summit Financial Strategies, Inc. History New 1,892 248 0.02% — 610 +1,892 New Q4 2025 Jan 27, 2026
CPC Advisors, LLC History Reduced 1,880 247 0.02% 0.03% 611 -70 -3.59% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Added to 1,869 245 0.0% 0.0% 612 +1 0.05% Q4 2025 Feb 02, 2026
Aufman Associates Inc History No change 1,864 245 0.13% 0.14% 613 0 0.0% Q4 2025 Feb 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,856 244 0.02% 0.02% 614 -74 -3.83% Q4 2025 Feb 03, 2026
Accelerate Investment Advisors LLC History Added to 1,859 244 0.16% 0.16% 616 +4 0.22% Q4 2025 Jan 12, 2026
Gallacher Capital Management LLC History No change 1,860 244 0.09% 0.1% 615 0 0.0% Q4 2025 Feb 03, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 1,832 241 0.02% 0.02% 618 -265 -12.64% Q4 2025 Feb 09, 2026
Madden Advisory Services, Inc. History Reduced 1,839 241 0.1% 0.1% 617 -189 -9.32% Q4 2025 Feb 11, 2026
Retirement Planning Co of New England, Inc. History Reduced 1,815 238 0.1% 0.11% 619 -300 -14.18% Q4 2025 Jan 28, 2026
MB Generational Wealth, LLC History No change 1,814 238 0.13% 0.15% 620 0 0.0% Q4 2025 Feb 10, 2026
Advisors Capital Management, LLC History Reduced 1,807 237 0.0% 0.0% 622 -540 -23.01% Q4 2025 Jan 29, 2026
WBH ADVISORY INC History No change 1,803 237 0.02% 0.02% 621 0 0.0% Q4 2025 Jan 26, 2026
Bogart Wealth, LLC History Reduced 1,799 236 0.01% 0.01% 624 -141 -7.27% Q4 2025 Jan 30, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 1,800 236 0.0% 0.0% 623 0 0.0% Q4 2025 Feb 12, 2026
Nalls Sherbakoff Group, LLC History No change 1,799 236 0.17% 0.16% 625 0 0.0% Q4 2025 Mar 12, 2026
V2 Financial group LLC History No change 1,800 236 0.12% 0.13% 626 0 0.0% Q4 2025 Jan 21, 2026
AdvisorNet Financial, Inc History Added to 1,791 235 0.01% 0.01% 627 +2 0.11% Q4 2025 Jan 20, 2026
QUADRANT CAPITAL GROUP LLC History New 1,779 234 0.01% — 628 +1,779 New Q4 2025 Feb 13, 2026
WESTWOOD HOLDINGS GROUP INC History No change 1,770 232 0.0% 0.0% 629 0 0.0% Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History No change 1,766 232 0.03% 0.03% 630 0 0.0% Q4 2025 Mar 03, 2026
Weil Company, Inc. History Reduced 1,759 231 0.05% 0.07% 631 -371 -17.42% Q4 2025 Jan 14, 2026
NorthRock Partners, LLC History Added to 1,751 230 0.0% 0.0% 632 +1 0.06% Q4 2025 Feb 17, 2026
MBL Wealth, LLC History No change 1,750 230 0.02% 0.02% 633 0 0.0% Q4 2025 Jan 21, 2026
HCR Wealth Advisors History No change 1,740 228 0.02% 0.02% 634 0 0.0% Q4 2025 Jan 27, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 1,650 227 0.0% 0.0% 635 -125 -7.04% Q4 2025 Jan 28, 2026
DOPKINS WEALTH MANAGEMENT, LLC History No change 1,732 227 0.09% 0.09% 636 0 0.0% Q4 2025 Jan 09, 2026
SWP FINANCIAL LLC History No change 1,728 227 0.11% 0.11% 637 0 0.0% Q4 2025 Jan 16, 2026
Garde Capital, Inc. History Reduced 1,719 226 0.01% 0.01% 638 -34 -1.94% Q4 2025 Feb 10, 2026
Investmark Advisory Group LLC History Reduced 1,719 226 0.1% 0.1% 639 -2 -0.12% Q4 2025 Jan 28, 2026
Friday Financial History No change 1,724 226 0.08% 0.09% 640 0 0.0% Q4 2025 Jan 09, 2026
Florida Trust Wealth Management Co History No change 1,715 225 0.01% 0.01% 641 0 0.0% Q4 2025 Jan 20, 2026
Orion Porfolio Solutions, LLC History Reduced 1,691 222 0.0% 0.0% 642 -68 -3.87% Q4 2025 Feb 12, 2026
HBK Sorce Advisory LLC History No change 1,550 222 0.01% 0.01% 643 0 0.0% Q4 2025 Feb 09, 2026
First City Capital Management, Inc. History No change 1,690 222 0.12% 0.12% 644 0 0.0% Q4 2025 Jan 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 1,688 222 0.03% 0.03% 645 0 0.0% Q4 2025 Feb 06, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 1,682 221 0.0% 0.0% 646 +199 13.42% Q4 2025 Feb 13, 2026
Clark Asset Management, LLC History No change 1,684 221 0.02% 0.03% 647 0 0.0% Q4 2025 Jan 27, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 1,676 220 0.09% 0.09% 649 -9 -0.53% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History Added to 1,673 220 0.01% 0.01% 648 +2 0.12% Q4 2025 Feb 20, 2026
Buttonwood Financial Advisors Inc. History Reduced 1,659 218 0.07% 0.08% 651 -126 -7.06% Q4 2025 Feb 04, 2026
MONEYWISE, INC. History Added to 1,659 218 0.09% 0.1% 650 +6 0.36% Q4 2025 Feb 05, 2026
Relyea Zuckerberg Hanson LLC History Added to 1,651 217 0.02% 0.02% 653 +10 0.61% Q4 2025 Jan 20, 2026
Independent Advisor Alliance History No change 1,652 217 0.01% 0.01% 652 0 0.0% Q4 2025 Feb 04, 2026
Elm Partners Management LLC History Added to 1,645 216 0.01% 0.01% 654 +10 0.61% Q4 2025 Feb 10, 2026
MMA ASSET MANAGEMENT LLC History Reduced 1,634 215 0.08% 0.07% 655 -4 -0.24% Q4 2025 Feb 03, 2026
HSBC HOLDINGS PLC History New 1,627 214 0.0% — 656 +1,627 New Q4 2025 Mar 20, 2026
Baker Avenue Asset Management, LP History No change 1,629 214 0.0% 0.01% 657 0 0.0% Q4 2025 Feb 10, 2026
Holland Advisory Services, Inc. History Added to 1,625 213 0.29% 0.29% 658 +1 0.06% Q4 2025 Jan 12, 2026
Allen Investment Management, LLC History No change 1,612 212 0.0% 0.0% 659 0 0.0% Q4 2025 Feb 10, 2026
NewEdge Wealth, LLC History New 1,602 210 0.0% — 662 +1,602 New Q4 2025 Feb 03, 2026
HARBOUR INVESTMENTS, INC. History Added to 1,600 210 0.0% 0.0% 660 +8 0.5% Q4 2025 Feb 09, 2026
Hixon Zuercher, LLC History No change 1,600 210 0.06% 0.06% 661 0 0.0% Q4 2025 Jan 26, 2026
Ellevest, Inc. History Reduced 1,590 209 0.03% 0.04% 663 -462 -22.51% Q4 2025 Feb 10, 2026
Revolve Wealth Partners, LLC History Reduced 1,594 209 0.02% 0.03% 664 -27 -1.67% Q4 2025 Jan 20, 2026
Richmond Investment Services, LLC History Added to 1,585 208 0.04% 0.04% 665 +4 0.25% Q4 2025 Feb 12, 2026
Gateway Wealth Partners, LLC History Added to 1,575 207 0.02% 0.03% 666 +5 0.32% Q4 2025 Feb 11, 2026
Arete Wealth Advisors, LLC History Reduced 1,550 204 0.01% 0.01% 667 -17 -1.08% Q4 2025 Feb 13, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,546 203 0.01% 0.01% 668 0 0.0% Q4 2025 Feb 12, 2026
Dynamic Financial Group History New 1,538 202 0.17% — 669 +1,538 New Q4 2025 Jan 26, 2026
Clayton Financial Group LLC History Added to 1,527 200 0.1% 0.07% 671 +751 96.78% Q4 2025 Jan 21, 2026
PFS Partners, LLC History Added to 1,527 200 0.09% 0.09% 670 +12 0.79% Q4 2025 Jan 16, 2026
JTC Employer Solutions Trustee Ltd History No change 1,496 197 0.01% 0.02% 672 0 0.0% Q4 2025 Feb 10, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 1,438 189 0.06% 0.06% 673 +9 0.63% Q4 2025 Jan 27, 2026
Smithfield Trust Co History No change 1,422 187 0.01% 0.01% 674 0 0.0% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History Reduced 1,421 186 0.0% 0.0% 675 -89 -5.89% Q4 2025 Feb 02, 2026
CoreCap Advisors, LLC History Reduced 1,403 184 0.01% 0.01% 676 -146 -9.43% Q4 2025 Jan 13, 2026
Key FInancial Inc History Reduced 1,370 180 0.03% 0.04% 677 -154 -10.1% Q4 2025 Feb 09, 2026
HM PAYSON & CO History No change 1,367 179 0.0% 0.0% 678 0 0.0% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History New 1,354 178 0.02% — 679 +1,354 New Q4 2025 Jan 30, 2026
Meramec Financial Planners, LLC History New 1,225 176 0.07% — 681 +1,225 New Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History No change 1,338 176 0.01% 0.01% 680 0 0.0% Q4 2025 Jan 23, 2026
Silicon Valley Capital Partners History Added to 1,304 171 0.02% 0.02% 682 +8 0.62% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History No change 1,306 171 0.0% 0.0% 683 0 0.0% Q4 2025 Jan 28, 2026
ALERUS FINANCIAL NA History No change 1,256 165 0.01% 0.01% 684 0 0.0% Q4 2025 Feb 13, 2026
Plante Moran Financial Advisors, LLC History Added to 1,251 164 0.01% 0.0% 685 +736 142.91% Q4 2025 Feb 05, 2026
Oakworth Capital, Inc. History No change 1,248 164 0.01% 0.01% 686 0 0.0% Q4 2025 Jan 30, 2026
ASSETMARK, INC History Added to 1,184 155 0.0% 0.0% 687 +76 6.86% Q4 2025 Jan 23, 2026
Legacy Bridge, LLC History No change 1,185 155 0.06% 0.06% 688 0 0.0% Q4 2025 Jan 23, 2026
LRI Investments, LLC History No change 1,180 155 0.01% 0.01% 689 0 0.0% Q4 2025 Feb 04, 2026
Physician Wealth Advisors, Inc. History No change 1,171 154 0.02% 0.02% 690 0 0.0% Q4 2025 Jan 29, 2026
Glen Eagle Advisors, LLC History Reduced 1,135 149 0.02% 0.03% 692 -445 -28.16% Q4 2025 Feb 13, 2026
TFC Financial Management, Inc. History No change 1,138 149 0.02% 0.02% 691 0 0.0% Q4 2025 Jan 23, 2026
Rosenberg Matthew Hamilton History No change 1,131 148 0.03% 0.03% 693 0 0.0% Q4 2025 Jan 05, 2026
Towne Trust Company, N.A History No change 1,062 139 0.04% 0.04% 694 0 0.0% Q4 2025 Jan 26, 2026
Concord Wealth Partners History Added to 1,054 138 0.02% 0.02% 695 +6 0.57% Q4 2025 Jan 29, 2026
PROSPERITY BANCSHARES INC History New 1,022 134 0.12% — 696 +1,022 New Q4 2025 Feb 17, 2026
Mechanics Financial Corp History No change 1,008 132 0.05% 0.05% 697 0 0.0% Q4 2025 Jan 22, 2026
CENTRAL TRUST Co History Added to 934 122 0.0% 0.0% 698 +130 16.17% Q4 2025 Feb 02, 2026
Holos Integrated Wealth LLC History No change 918 122 0.07% 0.07% 699 0 0.0% Q4 2025 Jan 05, 2026
Clearstead Trust, LLC History No change 920 121 0.02% 0.02% 700 0 0.0% Q4 2025 Feb 09, 2026
Front Row Advisors LLC History No change 915 120 0.04% 0.04% 701 0 0.0% Q4 2025 Feb 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 895 117 0.01% — 702 +895 New Q4 2025 Jan 21, 2026
S.A. Mason LLC History No change 880 115 0.05% 0.05% 703 0 0.0% Q4 2025 Jan 29, 2026
Mascoma Wealth Management LLC History No change 873 114 0.02% 0.02% 704 0 0.0% Q4 2025 Feb 04, 2026
CITY HOLDING CO History Added to 844 111 0.01% 0.01% 705 +165 24.3% Q4 2025 Jan 22, 2026
Kentucky Trust Co History Reduced 850 111 0.06% 0.07% 707 -150 -15.0% Q4 2025 Jan 21, 2026
High Note Wealth, LLC History No change 851 111 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 05, 2026
Rice Partnership, LLC History No change 807 106 0.01% 0.01% 708 0 0.0% Q4 2025 Feb 10, 2026
DHJJ Financial Advisors, Ltd. History No change 798 105 0.03% 0.03% 709 0 0.0% Q4 2025 Jan 23, 2026
Smartleaf Asset Management LLC History Added to 780 103 0.0% 0.0% 710 +162 26.21% Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History New 777 102 0.03% — 712 +777 New Q4 2025 Feb 05, 2026
ROTHSCHILD INVESTMENT LLC History No change 780 102 0.01% 0.01% 711 0 0.0% Q4 2025 Feb 10, 2026
ALBION FINANCIAL GROUP /UT History No change 775 101 0.01% 0.01% 713 0 0.0% Q4 2025 Jan 21, 2026
Millstone Evans Group, LLC History No change 753 99 0.06% 0.06% 714 0 0.0% Q4 2025 Feb 02, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 725 95 0.03% 0.03% 715 0 0.0% Q4 2025 Jan 21, 2026
Johnson Financial Group, Inc. History Added to 692 91 0.0% 0.0% 716 +307 79.74% Q4 2025 Feb 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 684 90 0.0% 0.0% 717 +275 67.24% Q4 2025 Feb 13, 2026
Western Pacific Wealth Management, LP History No change 668 87 0.08% 0.08% 718 0 0.0% Q4 2025 Feb 04, 2026
Milestone Investment Advisors LLC History No change 669 87 0.02% 0.02% 719 0 0.0% Q4 2025 Feb 11, 2026
NBT BANK N A /NY History No change 655 86 0.01% 0.01% 720 0 0.0% Q4 2025 Jan 23, 2026
Center for Financial Planning, Inc. History No change 660 86 0.01% 0.01% 721 0 0.0% Q4 2025 Feb 05, 2026
Capital Investment Advisory Services, LLC History Reduced 647 85 0.01% 0.01% 722 -22 -3.29% Q4 2025 Jan 21, 2026
Colonial Trust Co / SC History No change 623 81 0.01% 0.01% 723 0 0.0% Q4 2025 Feb 12, 2026
Indiana Trust & Investment Management Co History No change 600 78 0.02% 0.02% 724 0 0.0% Q4 2025 Jan 21, 2026
BOK Financial Private Wealth, Inc. History Reduced 533 70 0.0% 0.0% 725 -77 -12.62% Q4 2025 Feb 06, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 509 67 0.02% 0.02% 726 +2 0.39% Q4 2025 Jan 05, 2026
Provenance Wealth Advisors, LLC History No change 516 67 0.01% 0.01% 727 0 0.0% Q4 2025 Jan 26, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 506 66 0.0% 0.0% 728 0 0.0% Q4 2025 Jan 08, 2026
N.E.W. Advisory Services LLC History No change 488 64 0.0% 0.01% 729 0 0.0% Q4 2025 Jan 28, 2026
Qube Research & Technologies Ltd History New 472 62 0.0% — 730 +472 New Q4 2025 Feb 17, 2026
Piscataqua Savings Bank History No change 474 62 0.04% 0.05% 731 0 0.0% Q4 2025 Jan 16, 2026
Centennial Bank/AR/ History No change 475 62 0.02% 0.02% 732 0 0.0% Q4 2025 Feb 17, 2026
Planning Project LLC History New 465 61 0.02% — 734 +465 New Q4 2025 Feb 12, 2026
Abound Wealth Management History No change 469 61 0.01% 0.02% 733 0 0.0% Q4 2025 Jan 12, 2026
Birchwood Financial Partners, Inc. History New 458 60 0.06% — 737 +458 New Q4 2025 Feb 19, 2026
Tidemark, LLC History No change 462 60 0.02% 0.02% 735 0 0.0% Q4 2025 Feb 10, 2026
Breakwater Investment Management History No change 463 60 0.02% 0.02% 736 0 0.0% Q4 2025 Feb 02, 2026
WOLFF WIESE MAGANA LLC History Reduced 440 57 0.03% 0.03% 738 -30 -6.38% Q4 2025 Jan 14, 2026
Greykasell Wealth Strategies, Inc. History New 430 56 0.02% — 741 +430 New Q4 2025 Feb 11, 2026
Triumph Capital Management History New 428 56 0.01% — 739 +428 New Q4 2025 Feb 12, 2026
TSFG, LLC History No change 424 56 0.01% 0.01% 740 0 0.0% Q4 2025 Feb 04, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 417 55 0.0% 0.0% 742 +198 90.41% Q4 2025 Feb 09, 2026
Merited Wealth, LLC History New 412 54 0.05% — 743 +412 New Q4 2025 Mar 26, 2026
Cornerstone Financial Management LLC History New 410 53 0.05% — 745 +410 New Q4 2025 Feb 13, 2026
Founders Financial Alliance, LLC History Reduced 409 53 0.01% 0.01% 744 -137 -25.09% Q4 2025 Feb 12, 2026
AMERICAN NATIONAL BANK & TRUST History No change 402 52 0.0% 0.01% 746 0 0.0% Q4 2025 Jan 20, 2026
Quent Capital, LLC History No change 401 52 0.0% 0.0% 747 0 0.0% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History No change 382 50 0.0% 0.0% 748 0 0.0% Q4 2025 Jan 05, 2026
Murphy & Mullick Capital Management Corp History No change 386 50 0.04% 0.04% 749 0 0.0% Q4 2025 Feb 10, 2026
Rialto Wealth Management, LLC History No change 382 50 0.01% 0.01% 750 0 0.0% Q4 2025 Jan 12, 2026
CX Institutional History Added to 365 48 0.0% 0.0% 751 +2 0.55% Q4 2025 Feb 02, 2026
Mendota Financial Group, LLC History No change 360 47 0.03% 0.03% 752 0 0.0% Q4 2025 Jan 20, 2026
Pinnacle Wealth Planning Services, Inc. History New 337 44 0.0% — 754 +337 New Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History No change 338 44 0.0% 0.0% 753 0 0.0% Q4 2025 Feb 11, 2026
Litman Gregory Wealth Management LLC History New 313 41 0.0% — 756 +313 New Q4 2025 Feb 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 313 41 0.0% 0.0% 755 0 0.0% Q4 2025 Feb 06, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 304 40 0.01% 0.01% 757 0 0.0% Q4 2025 Jan 09, 2026
Princeton Global Asset Management LLC History No change 300 39 0.01% 0.01% 758 0 0.0% Q4 2025 Jan 20, 2026
Golden State Wealth Management, LLC History No change 300 39 0.0% 0.0% 759 0 0.0% Q4 2025 Feb 13, 2026
Colonial Trust Advisors History No change 289 38 0.0% 0.0% 760 0 0.0% Q4 2025 Feb 12, 2026
Financial Freedom, LLC History No change 288 37 0.02% 0.02% 761 0 0.0% Q4 2025 Feb 17, 2026
WealthCollab, LLC History No change 284 37 0.02% 0.02% 762 0 0.0% Q4 2025 Jan 27, 2026
Capital Investment Counsel, Inc History New 266 35 0.0% — 764 +266 New Q4 2025 Jan 23, 2026
Sterling Capital Management LLC History Reduced 268 35 0.0% 0.0% 763 -38 -12.42% Q4 2025 Feb 13, 2026
Bear Mountain Capital, Inc. History Reduced 256 35 0.01% 0.01% 765 -2 -0.78% Q4 2025 Jan 22, 2026
Financial Perspectives, Inc History No change 262 34 0.01% 0.01% 766 0 0.0% Q4 2025 Jan 28, 2026
Signature Equity Partners, LLC History New 246 32 0.02% — 769 +246 New Q4 2025 Feb 17, 2026
Palouse Capital Management, Inc. History No change 244 32 0.02% 0.02% 767 0 0.0% Q4 2025 Jan 23, 2026
BankPlus Trust Department History No change 246 32 0.01% 0.01% 768 0 0.0% Q4 2025 Jan 27, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 237 31 0.02% 0.02% 770 0 0.0% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History New 222 29 0.0% — 772 +222 New Q4 2025 Feb 11, 2026
TOTH FINANCIAL ADVISORY CORP History New 221 29 0.0% — 771 +221 New Q4 2025 Jan 20, 2026
Sankala Group LLC History New 200 28 0.02% — 776 +200 New Q4 2025 Mar 02, 2026
Quaker Wealth Management, LLC History Added to 219 28 0.01% 0.01% 774 +1 0.46% Q4 2025 Jan 28, 2026
Pacific Center for Financial Services History No change 220 28 0.01% 0.01% 773 0 0.0% Q4 2025 Feb 17, 2026
Caitlin John, LLC History No change 217 28 0.02% 0.02% 775 0 0.0% Q4 2025 Feb 18, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 206 27 0.02% — 778 +206 New Q4 2025 Mar 05, 2026
Comprehensive Financial Planning, Inc./PA History No change 211 27 0.02% 0.02% 777 0 0.0% Q4 2025 Feb 11, 2026
Merrithew & Thorsten Inc History New 202 26 0.03% — 780 +202 New Q4 2025 Feb 03, 2026
Orion Capital Management LLC History No change 200 26 0.01% 0.01% 779 0 0.0% Q4 2025 Feb 03, 2026
Signature Resources Capital Management, LLC History Reduced 192 25 0.01% 0.02% 781 -86 -30.94% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History Added to 187 24 0.01% 0.01% 783 +1 0.54% Q4 2025 Jan 29, 2026
North Star Investment Management Corp. History No change 187 24 0.0% 0.0% 782 0 0.0% Q4 2025 Jan 30, 2026
UNION SAVINGS BANK History New 176 23 0.01% — 784 +176 New Q4 2025 Mar 06, 2026
HOWE & RUSLING INC History Added to 170 22 0.0% 0.0% 785 +6 3.66% Q4 2025 Feb 17, 2026
Wealth Watch Advisors, INC History Added to 160 21 0.01% 0.0% 787 +126 370.59% Q4 2025 Feb 17, 2026
Anchor Investment Management, LLC History No change 165 21 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 26, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 155 20 0.0% 0.0% 788 0 0.0% Q4 2025 Jan 23, 2026
Piedmont Capital Management, LLC/NC History New 152 19 0.01% — 790 +152 New Q4 2025 Feb 13, 2026
SITTNER & NELSON, LLC History No change 139 19 0.01% 0.01% 789 0 0.0% Q4 2025 Feb 11, 2026
Darwin Wealth Management, LLC History No change 138 18 0.01% 0.01% 791 0 0.0% Q4 2025 Jan 22, 2026
Imprint Wealth LLC History No change 138 18 0.08% 0.05% 792 0 0.0% Q4 2025 Feb 17, 2026
SHP Wealth Management History New 134 17 0.0% — 793 +134 New Q4 2025 Mar 04, 2026
Team Financial Group, LLC History Added to 136 17 0.01% 0.01% 794 +1 0.74% Q4 2025 Jan 13, 2026
Grove Bank & Trust History Reduced 126 16 0.0% 0.01% 795 -827 -86.78% Q4 2025 Jan 08, 2026
Pacifica Partners Inc. History No change 115 15 0.01% 0.01% 796 0 0.0% Q4 2025 Jan 09, 2026
Fortitude Family Office, LLC History New 112 14 0.0% — 797 +112 New Q4 2025 Jan 15, 2026
Monetary Solutions, Ltd History New 105 13 0.01% — 800 +105 New Q4 2025 Feb 23, 2026
STEPH & CO History Reduced 100 13 0.0% 0.0% 799 -20 -16.67% Q4 2025 Jan 23, 2026
LOWE BROCKENBROUGH & CO INC History No change 102 13 0.0% 0.0% 798 0 0.0% Q4 2025 Feb 11, 2026