iSHARES TRUST - IJR

Detailed investor-level table based on 13F positions.

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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 42,562,587 5,115,171 3.24% 3.35% 1 +235,129 0.56% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 33,605,423 4,038,699 0.29% 0.26% 2 +1,901,134 6.0% Q4 2025 Feb 17, 2026
FMR LLC History Added to 21,386,228 2,570,196 0.13% 0.12% 3 +2,766,659 14.86% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 18,064,089 2,170,942 0.13% 0.13% 4 +86,538 0.48% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 17,525,618 2,106,228 0.58% 0.57% 5 +992,984 6.01% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 16,340,857 1,963,844 0.58% 0.5% 6 +1,591,767 10.79% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 16,260,705 1,954,245 1.19% 1.2% 7 +1,375,104 9.24% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 14,958,652 1,797,730 0.33% 0.35% 8 -444,092 -2.88% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 14,095,517 1,693,999 0.53% 0.52% 9 +366,136 2.67% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Reduced 12,056,292 1,448,925 0.26% 0.26% 10 -17,702 -0.15% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 9,577,268 1,150,996 0.19% 0.19% 11 -812,026 -7.82% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Added to 9,440,907 1,134,608 0.14% 0.14% 12 +74,169 0.79% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 8,519,398 1,023,861 0.02% 0.02% 13 +186,298 2.24% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 7,957,626 956,347 0.52% 0.57% 14 +79,334 1.01% Q4 2025 Feb 06, 2026
Financial Engines Advisors L.L.C. History Added to 7,821,522 939,990 1.78% 1.76% 15 +46,974 0.6% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 7,286,580 875,700 0.14% 16 +7,286,580 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 6,472,847 777,906 0.1% 0.09% 17 +64,051 1.0% Q4 2025 Mar 25, 2026
First Command Advisory Services, Inc. History Added to 6,469,879 777,550 5.42% 5.53% 18 +53,913 0.84% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 6,236,257 749,473 8.75% 7.94% 19 +1,617,116 35.01% Q4 2025 Feb 05, 2026
Baird Financial Group, Inc. History Added to 6,133,925 737,175 1.15% 1.1% 20 +363,673 6.3% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 4,957,174 595,753 2.82% 21 +4,957,174 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 4,898,843 588,742 0.69% 0.7% 22 -69,392 -1.4% Q4 2025 Jan 30, 2026
TRUIST FINANCIAL CORP History Added to 4,644,219 558,142 0.74% 0.65% 23 +569,647 13.98% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Reduced 4,544,878 546,160 0.12% 0.13% 24 -319,010 -6.56% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History New 4,010,129 481,937 3.08% 25 +4,010,129 New Q4 2025 Jan 27, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 3,813,247 458,276 1.64% 1.58% 26 +35,491 0.94% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Reduced 3,658,671 439,699 0.64% 0.78% 27 -390,812 -9.65% Q4 2025 Feb 11, 2026
Acorns Advisers, LLC History Added to 3,609,845 433,831 3.26% 3.24% 28 +139,338 4.01% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Added to 3,346,705 402,206 0.44% 0.4% 29 +368,988 12.39% Q4 2025 Feb 06, 2026
Cresset Asset Management, LLC History Added to 3,220,004 386,980 1.63% 1.61% 30 +111,938 3.6% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 3,103,300 372,954 0.5% 0.53% 31 -343,199 -9.96% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 2,848,046 342,254 0.37% 0.37% 32 +183,927 6.9% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 2,446,835 305,188 0.41% 0.44% 33 -613 -0.03% Q4 2025 Jan 08, 2026
JPMORGAN CHASE & CO History Reduced 2,349,121 282,317 0.02% 0.04% 34 -2,788,941 -54.28% Q4 2025 Feb 11, 2026
ALESCO ADVISORS LLC History Reduced 2,308,209 277,400 7.18% 7.52% 35 -26,383 -1.13% Q4 2025 Jan 28, 2026
Pathstone Holdings, LLC History New 2,289,258 275,316 1.06% 36 +2,289,258 New Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 2,289,101 275,104 4.24% 4.86% 37 +185,508 8.82% Q4 2025 Feb 13, 2026
Millburn Ridgefield LLC /DE/ History Added to 2,221,679 267,001 6.36% 6.27% 38 +12,964 0.59% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Added to 2,221,679 267,001 5.48% 5.29% 39 +12,964 0.59% Q4 2025 Feb 10, 2026
Nationwide Fund Advisors History Added to 2,103,860 252,841 10.83% 6.94% 40 +1,045,425 98.77% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Added to 2,057,293 247,245 0.79% 0.77% 41 +35,837 1.77% Q4 2025 Feb 02, 2026
Corient Private Wealth LLC History Added to 2,108,562 245,986 0.33% 0.24% 42 +375,061 21.64% Q4 2025 Mar 09, 2026
HUNTINGTON NATIONAL BANK History Added to 2,036,679 244,767 1.47% 1.4% 43 +114,946 5.98% Q4 2025 Feb 09, 2026
MAI Capital Management History Added to 2,031,625 244,160 1.4% 1.49% 44 +23,726 1.18% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Reduced 2,213,376 243,718 5.41% 6.17% 45 -88,865 -3.86% Q4 2025 Feb 04, 2026
Wealthspire Advisors, LLC History Reduced 1,901,977 228,579 1.82% 2.31% 46 -1,812,895 -48.8% Q4 2025 Feb 13, 2026
Focus Partners Wealth History Added to 1,745,654 209,790 0.24% 0.2% 47 +677,198 63.38% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 1,742,455 209,418 0.25% 0.27% 48 +4,912 0.28% Q4 2025 Feb 13, 2026
Clark Capital Management Group, Inc. History Added to 1,700,959 204,421 1.26% 0.94% 49 +438,164 34.7% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,700,696 204,396 0.18% 0.18% 50 +62,846 3.84% Q4 2025 Feb 13, 2026
Haverford Trust Co History Reduced 1,690,047 203,109 1.81% 1.81% 51 -314 -0.02% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 1,679,293 201,817 0.07% 0.08% 52 -20,538 -1.21% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 1,592,209 191,351 0.34% 0.33% 53 +162,015 11.33% Q4 2025 Mar 16, 2026
Steward Partners Investment Advisory, LLC History Added to 1,587,359 190,768 1.05% 1.04% 54 +55,333 3.61% Q4 2025 Feb 12, 2026
Align Financial, LLC History New 187,962 187,962 0.11% 55 +187,962 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 1,555,996 187,000 0.43% 0.22% 56 +777,025 99.75% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 1,551,039 186,486 0.27% 0.27% 57 -78,685 -4.83% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 1,470,990 176,783 1.34% 1.4% 58 -7,989 -0.54% Q4 2025 Feb 12, 2026
Modera Wealth Management, LLC History Reduced 1,410,349 169,495 1.96% 1.99% 59 -36,142 -2.5% Q4 2025 Jan 21, 2026
MML INVESTORS SERVICES, LLC History Added to 1,353,378 162,649 0.4% 0.38% 60 +142,673 11.78% Q4 2025 Feb 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 1,323,661 159,077 2.02% 1.97% 61 +29,569 2.28% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 1,326,065 158,930 0.24% 0.21% 62 +243,100 22.45% Q4 2025 Feb 18, 2026
Creative Planning History Reduced 1,256,421 150,996 0.11% 0.12% 63 -15,026 -1.18% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 1,244,075 149,512 0.61% 64 +1,244,075 New Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,195,539 143,679 0.87% 0.93% 65 +107,719 9.9% Q4 2025 Feb 17, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Added to 1,185,799 142,509 0.49% 0.29% 66 +568,342 92.05% Q4 2025 Jan 28, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 1,182,618 142,127 3.93% 3.88% 67 +31,195 2.71% Q4 2025 Feb 03, 2026
ASSETMARK, INC History Added to 1,156,422 138,978 0.28% 0.24% 68 +227,666 24.51% Q4 2025 Jan 23, 2026
COMERICA BANK History Reduced 1,104,333 132,718 0.53% 0.51% 69 -38,811 -3.4% Q4 2025 Jan 29, 2026
Mesirow Financial Investment Management, Inc. History Reduced 1,088,751 130,846 2.69% 3.14% 70 -389,393 -26.34% Q4 2025 Feb 05, 2026
Bleakley Financial Group, LLC History Added to 1,083,743 130,244 2.26% 0.76% 71 +808,953 294.39% Q4 2025 Feb 09, 2026
FRANKLIN RESOURCES INC History Added to 1,064,748 127,961 0.03% 0.03% 72 +89,524 9.18% Q4 2025 Feb 11, 2026
BROWN ADVISORY INC History Added to 1,052,614 126,503 0.18% 0.13% 73 +201,671 23.7% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,021,758 122,794 0.0% 0.01% 74 -345,574 -25.27% Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History Added to 999,769 120,152 5.41% 5.44% 75 +19,989 2.04% Q4 2025 Jan 14, 2026
M&T BANK CORP History Reduced 983,702 118,221 0.38% 0.4% 76 -8,465 -0.85% Q4 2025 Jan 30, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 939,329 112,888 4.61% 4.44% 77 +50,967 5.74% Q4 2025 Jan 16, 2026
WestEnd Advisors, LLC History New 915,298 110,003 2.56% 78 +915,298 New Q4 2025 Jan 27, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 908,578 109,192 0.06% 0.03% 79 +468,782 106.59% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 887,260 106,631 0.16% 0.15% 80 +68,645 8.39% Q4 2025 Feb 05, 2026
Atlantic Union Bankshares Corp History Reduced 887,029 106,603 2.0% 2.0% 81 -6,621 -0.74% Q4 2025 Feb 04, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 860,161 103,374 0.2% 0.2% 82 +16,705 1.98% Q4 2025 Feb 17, 2026
Members Trust Co History Added to 846,755 101,763 3.32% 3.3% 83 +1,717 0.2% Q4 2025 Jan 15, 2026
Destination Wealth Management History Added to 840,394 100,998 2.64% 2.74% 84 +3,689 0.44% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 834,717 100,316 0.27% 0.25% 85 +74,826 9.85% Q4 2025 Feb 05, 2026
Missouri Education Pension Trust History New 830,221 99,775 28.56% 86 +830,221 New Q4 2025 Feb 10, 2026
&PARTNERS History Added to 807,702 97,121 0.51% 0.58% 87 +49,866 6.58% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 695,194 86,704 0.94% 0.92% 88 +22,705 3.38% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Added to 698,563 83,953 0.35% 0.38% 89 +7,821 1.13% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Added to 689,326 82,843 0.46% 0.42% 90 +114,298 19.88% Q4 2025 Feb 03, 2026
Glenview Trust Co History Added to 686,681 82,525 1.27% 1.28% 91 +7,493 1.1% Q4 2025 Feb 09, 2026
FIRST INTERSTATE BANK History Added to 674,900 81,109 4.35% 4.39% 92 +5,678 0.85% Q4 2025 Jan 29, 2026
Farther Finance Advisors, LLC History Added to 659,156 79,217 0.85% 0.9% 93 +156,684 31.18% Q4 2025 Jan 23, 2026
Ally Financial Inc. History No change 641,000 77,035 9.41% 9.41% 94 0 0.0% Q4 2025 Feb 13, 2026
Accredited Investors Inc. History Added to 636,486 76,492 4.06% 4.21% 95 +2,002 0.32% Q4 2025 Feb 05, 2026
Steele Capital Management, Inc. History Added to 630,262 75,744 3.25% 3.25% 96 +13,654 2.21% Q4 2025 Jan 27, 2026
NATIXIS ADVISORS, LLC History Reduced 628,102 75,485 0.11% 0.11% 97 -3,119 -0.49% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Added to 629,273 75,427 0.23% 0.13% 98 +268,017 74.19% Q4 2025 Feb 10, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 606,886 72,935 1.46% 1.37% 99 +25,457 4.38% Q4 2025 Feb 05, 2026
SWF LLC History No change 599,244 72,017 7.28% 7.3% 100 0 0.0% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Reduced 598,637 71,944 0.26% 0.32% 101 -1,439 -0.24% Q4 2025 Feb 18, 2026
SAGE FINANCIAL GROUP INC History Added to 592,334 71,186 4.71% 4.68% 102 +12,713 2.19% Q4 2025 Jan 27, 2026
Alaska Permanent Capital Management, LLC History Added to 579,549 69,669 5.28% 4.77% 103 +34,264 6.28% Q4 2025 Feb 13, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 576,056 69,230 3.52% 3.6% 104 -8,379 -1.43% Q4 2025 Feb 03, 2026
UMB Bank, n.a. History Reduced 575,314 69,141 0.92% 1.06% 105 -29,278 -4.84% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 571,122 69,029 0.12% 0.08% 106 +209,018 57.72% Q4 2025 Feb 05, 2026
Klingman & Associates, LLC History Added to 567,432 68,193 3.29% 3.31% 107 +15,881 2.88% Q4 2025 Jan 29, 2026
Equitable Holdings, Inc. History Added to 564,366 67,825 0.46% 0.46% 108 +35,906 6.79% Q4 2025 Feb 17, 2026
St. Louis Trust Co History Added to 561,897 67,528 7.74% 8.09% 109 +15,514 2.84% Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History Added to 559,427 67,231 0.2% 0.19% 110 +22,405 4.17% Q4 2025 Feb 13, 2026
GREENLEAF TRUST History Reduced 550,979 66,216 0.61% 0.8% 111 -188,704 -25.51% Q4 2025 Jan 21, 2026
Connecticut Wealth Management, LLC History Reduced 543,693 65,341 2.84% 3.19% 112 -61,244 -10.12% Q4 2025 Feb 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 540,469 64,953 0.82% 0.83% 113 +4,128 0.77% Q4 2025 Feb 10, 2026
BOKF, NA History Reduced 534,678 64,257 0.98% 1.01% 114 -28,976 -5.14% Q4 2025 Feb 03, 2026
Private Advisor Group, LLC History Reduced 526,039 63,219 0.3% 0.33% 115 -33,393 -5.97% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 512,900 61,640 0.02% 0.02% 116 +19,553 3.96% Q4 2025 Feb 17, 2026
Wealth Architects, LLC History Added to 496,572 59,678 5.38% 5.45% 117 +10,545 2.17% Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 495,044 59,494 0.78% 0.75% 118 +19,526 4.11% Q4 2025 Jan 22, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 494,632 59,444 0.49% 0.39% 119 +101,091 25.69% Q4 2025 Feb 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Reduced 492,711 59,214 5.44% 5.44% 120 -6,707 -1.34% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Reduced 491,394 59,055 0.74% 0.78% 121 -11,050 -2.2% Q4 2025 Feb 09, 2026
Bangor Savings Bank History Reduced 482,912 58,036 4.67% 4.89% 122 -10,832 -2.19% Q4 2025 Jan 16, 2026
BLB&B Advisors, LLC History Reduced 480,162 57,705 2.41% 2.55% 123 -17,188 -3.46% Q4 2025 Jan 26, 2026
MASON STREET ADVISORS, LLC History New 639,005 57,165 5.62% 124 +639,005 New Q4 2025 Feb 04, 2026
CITADEL ADVISORS LLC History Reduced 474,203 56,989 0.01% 0.01% 125 -119,063 -20.07% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 470,802 56,580 0.98% 0.98% 126 +80,330 20.57% Q4 2025 Feb 19, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 466,039 56,008 0.31% 0.34% 127 -7,918 -1.67% Q4 2025 Feb 12, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 461,019 55,405 3.86% 3.78% 128 +21,410 4.87% Q4 2025 Jan 07, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 452,018 54,324 0.13% 0.14% 129 -35,323 -7.25% Q4 2025 Feb 11, 2026
Abound Wealth Management History Added to 444,527 53,423 12.51% 12.14% 130 +36,332 8.9% Q4 2025 Jan 12, 2026
FIDUCIARY TRUST CO History Reduced 440,192 52,902 0.6% 0.6% 131 -7,123 -1.59% Q4 2025 Feb 13, 2026
Stratos Wealth Partners, LTD. History Reduced 439,416 52,809 0.6% 0.63% 132 -13,645 -3.01% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Added to 434,480 52,215 0.93% 1.13% 133 +9,763 2.3% Q4 2025 Feb 06, 2026
Capital Asset Advisory Services LLC History Added to 411,166 51,280 2.06% 1.96% 134 +29,257 7.66% Q4 2025 Jan 09, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 425,399 51,124 1.46% 1.48% 135 -1,858 -0.43% Q4 2025 Feb 13, 2026
REBALANCE, LLC History Added to 424,136 50,972 2.98% 2.99% 136 +7,450 1.79% Q4 2025 Jan 15, 2026
Atlanta Consulting Group Advisors, LLC History Added to 419,185 50,377 11.41% 11.93% 137 +8,745 2.13% Q4 2025 Feb 11, 2026
Legacy Wealth Management, Inc History Reduced 418,852 50,337 2.9% 2.94% 138 -884 -0.21% Q4 2025 Jan 21, 2026
RKL Wealth Management LLC History Reduced 411,692 49,477 4.06% 4.2% 139 -2,641 -0.64% Q4 2025 Feb 12, 2026
SilverOak Wealth Management LLC History Added to 410,625 49,348 7.73% 7.94% 140 +14,670 3.7% Q4 2025 Jan 28, 2026
Vision Capital Management, Inc. History Added to 409,694 49,237 5.94% 5.62% 141 +26,645 6.96% Q4 2025 Jan 27, 2026
Berman McAleer LLC History Added to 406,259 48,824 6.67% 6.67% 142 +4,883 1.22% Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 403,124 48,447 0.02% 0.03% 143 -209,891 -34.24% Q4 2025 Feb 13, 2026
SigFig Wealth Management, LLC History Added to 402,981 48,430 1.44% 1.37% 144 +30,070 8.06% Q4 2025 Jan 16, 2026
Ally Invest Advisors Inc. History Added to 398,139 47,848 3.3% 3.32% 145 +9,108 2.34% Q4 2025 Feb 13, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 397,694 47,794 0.41% 0.49% 146 -71,287 -15.2% Q4 2025 Feb 05, 2026
UNITED BANK History Added to 392,478 47,168 6.23% 5.53% 147 +1,861 0.48% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 391,727 47,079 0.36% 148 +391,727 New Q4 2025 Feb 18, 2026
Maple Capital Management, Inc. History Added to 386,565 46,457 2.92% 2.93% 149 +11,493 3.06% Q4 2025 Feb 03, 2026
Arcataur Capital Management LLC History Added to 386,355 46,432 13.29% 13.16% 150 +9,468 2.51% Q4 2025 Jan 27, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 386,261 46,420 0.01% 0.01% 151 +10,173 2.7% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 382,617 45,982 0.16% 0.16% 152 +7,239 1.93% Q4 2025 Feb 06, 2026
CONNING INC. History Reduced 379,566 45,616 1.53% 1.56% 153 -14,765 -3.74% Q4 2025 Feb 05, 2026
Chesley Taft & Associates LLC History Added to 365,335 43,905 1.73% 1.73% 154 +21,656 6.3% Q4 2025 Jan 14, 2026
Stockman Wealth Management, Inc. History Added to 363,974 43,742 5.09% 5.17% 155 +13,366 3.81% Q4 2025 Jan 29, 2026
IFG Advisors, LLC History Added to 361,383 43,431 7.23% 6.84% 156 +8,353 2.37% Q4 2025 Jan 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 361,345 43,426 0.67% 0.52% 157 +96,820 36.6% Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 359,092 43,155 0.49% 0.27% 158 +228,370 174.7% Q4 2025 Jan 29, 2026
Opus Capital Group, LLC History Added to 358,440 43,077 4.67% 4.71% 159 +5,966 1.69% Q4 2025 Jan 30, 2026
ARROW FINANCIAL CORP History Reduced 356,011 42,785 4.27% 4.59% 160 -21,865 -5.79% Q4 2025 Feb 05, 2026
Ballentine Partners, LLC History Added to 354,917 42,653 0.6% 0.59% 161 +272 0.08% Q4 2025 Feb 03, 2026
Frontier Asset Management, LLC History Added to 352,839 42,404 9.83% 8.28% 162 +73,957 26.52% Q4 2025 Feb 04, 2026
PLANNING ALTERNATIVES LTD /ADV History Added to 348,630 41,898 5.28% 5.31% 163 +969 0.28% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History Reduced 345,308 41,499 0.23% 0.27% 164 -98,314 -22.16% Q4 2025 Jan 29, 2026
Pine Ridge Advisers LLC History No change 344,276 41,375 2.47% 2.44% 165 0 0.0% Q4 2025 Feb 17, 2026
BLAIR WILLIAM & CO/IL History Added to 344,144 41,359 0.11% 0.09% 166 +65,643 23.57% Q4 2025 Feb 17, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 338,007 40,621 2.56% 2.58% 167 +2,422 0.72% Q4 2025 Jan 21, 2026
MCF Advisors LLC History Added to 337,069 40,508 2.24% 2.38% 168 +9,627 2.94% Q4 2025 Feb 11, 2026
FIRST NATIONAL TRUST CO History Reduced 336,566 40,448 1.35% 1.88% 169 -126,496 -27.32% Q4 2025 Feb 09, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 335,765 40,352 0.02% 0.01% 170 +200,252 147.77% Q4 2025 Feb 02, 2026
Painted Porch Advisors LLC History New 333,976 40,137 16.14% 171 +333,976 New Q4 2025 Mar 19, 2026
Elk River Wealth Management LLC History Reduced 333,090 39,936 6.42% 6.37% 172 -1,340 -0.4% Q4 2025 Feb 06, 2026
EP Wealth Advisors, LLC History New 332,064 39,907 0.21% 173 +332,064 New Q4 2025 Feb 18, 2026
Shoker Investment Counsel, Inc. History Reduced 331,021 39,782 11.66% 12.22% 174 -17,674 -5.07% Q4 2025 Feb 04, 2026
Amplius Wealth Advisors, LLC History Added to 327,185 39,321 3.3% 3.28% 175 +8,103 2.54% Q4 2025 Jan 12, 2026
Starr Indemnity & Liability Co History No change 320,950 38,571 10.96% 12.45% 176 0 0.0% Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History Added to 318,455 38,271 2.16% 2.1% 177 +16,998 5.64% Q4 2025 Jan 14, 2026
One Day In July LLC History Reduced 317,909 38,206 3.14% 3.59% 178 -39,492 -11.05% Q4 2025 Feb 04, 2026
First Financial Bank - Trust Division History Added to 315,394 37,904 3.11% 2.64% 179 +55,693 21.45% Q4 2025 Jan 02, 2026
Orion Porfolio Solutions, LLC History Added to 311,808 37,473 0.27% 0.11% 180 +189,939 155.86% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 307,836 36,995 0.52% 0.46% 181 +42,677 16.09% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Added to 307,520 36,957 1.34% 1.32% 182 +11,805 3.99% Q4 2025 Feb 02, 2026
Magnus Financial Group LLC History Reduced 307,194 36,918 2.82% 2.88% 183 -409 -0.13% Q4 2025 Jan 07, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 302,036 36,298 11.1% 12.05% 184 +2,144 0.71% Q4 2025 Feb 06, 2026
Colony Family Offices, LLC History Reduced 301,817 36,272 9.06% 9.3% 185 -346 -0.11% Q4 2025 Jan 22, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 309,086 36,150 3.31% 3.31% 186 0 0.0% Q4 2025 Feb 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 289,453 36,100 0.75% 0.77% 187 -9,939 -3.32% Q4 2025 Jan 26, 2026
Voya Financial Advisors, Inc. History Reduced 292,955 35,895 3.45% 3.68% 188 -28,798 -8.95% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Reduced 293,183 35,234 1.24% 1.35% 189 -14,658 -4.76% Q4 2025 Jan 15, 2026
Graves Light Lenhart Wealth, Inc. History Added to 292,917 35,202 3.73% 3.74% 190 +9,020 3.18% Q4 2025 Jan 09, 2026
OPPENHEIMER & CO INC History Reduced 292,758 35,183 0.5% 0.49% 191 -45,412 -13.43% Q4 2025 Feb 02, 2026
Calamos Wealth Management LLC History Added to 289,321 34,770 1.2% 1.23% 192 +1,425 0.49% Q4 2025 Jan 29, 2026
Valmark Advisers, Inc. History Reduced 288,162 34,631 0.43% 0.47% 193 -20,361 -6.6% Q4 2025 Jan 26, 2026
RTD Financial Advisors, Inc. History Reduced 285,100 34,263 4.18% 4.11% 194 -2,571 -0.89% Q4 2025 Jan 27, 2026
Trilogy Capital Inc. History Reduced 283,818 34,109 1.52% 2.13% 195 -103,741 -26.77% Q4 2025 Jan 22, 2026
Capital Investment Advisors, LLC History Added to 282,441 33,943 0.52% 0.48% 196 +34,016 13.69% Q4 2025 Jan 13, 2026
ALBION FINANCIAL GROUP /UT History Reduced 281,684 33,852 2.11% 2.29% 197 -37,089 -11.63% Q4 2025 Jan 21, 2026
Summit Financial Strategies, Inc. History Added to 281,657 33,849 2.78% 2.62% 198 +24,498 9.53% Q4 2025 Jan 27, 2026
Wallington Asset Management, LLC History Added to 279,900 33,638 4.27% 4.28% 199 +2,398 0.86% Q4 2025 Jan 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 279,545 33,595 0.82% 0.69% 200 +56,515 25.34% Q4 2025 Jan 29, 2026
NorthRock Partners, LLC History Added to 277,566 33,357 0.56% 0.47% 201 +57,454 26.1% Q4 2025 Feb 17, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 277,158 33,308 0.86% 0.86% 202 -7,412 -2.6% Q4 2025 Jan 07, 2026
Grove Bank & Trust History Reduced 276,753 33,260 3.74% 3.88% 203 -2,256 -0.81% Q4 2025 Jan 08, 2026
Resonant Capital Advisors, LLC History Added to 274,785 33,023 1.81% 1.86% 204 +5,942 2.21% Q4 2025 Jan 29, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 273,052 32,815 0.06% 0.04% 205 -2,064 -0.75% Q4 2025 Feb 17, 2026
Hudock, Inc. History Added to 270,842 32,549 4.8% 4.86% 206 +1,323 0.49% Q4 2025 Feb 12, 2026
Financial Enhancement Group LLC History Added to 249,927 32,520 4.23% 3.99% 207 +853 0.34% Q4 2025 Jan 23, 2026
Legacy Advisors, LLC History Added to 270,302 32,484 3.49% 3.29% 208 +45,738 20.37% Q4 2025 Jan 27, 2026
GUIDANCE CAPITAL, INC History Added to 247,574 32,291 7.89% 7.42% 209 +12,769 5.44% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 262,157 31,506 0.4% 0.41% 210 -653 -0.25% Q4 2025 Feb 05, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 261,899 31,475 1.85% 2.09% 211 +3,306 1.28% Q4 2025 Feb 10, 2026
HANCOCK WHITNEY CORP History Added to 261,224 31,394 0.57% 0.54% 212 +12,729 5.12% Q4 2025 Feb 17, 2026
Oakworth Capital, Inc. History Added to 257,477 30,943 1.69% 1.73% 213 +4,821 1.91% Q4 2025 Jan 30, 2026
MBL Wealth, LLC History Added to 256,532 30,830 2.47% 2.59% 214 +6,447 2.58% Q4 2025 Jan 21, 2026
LOWE BROCKENBROUGH & CO INC History Added to 256,403 30,814 1.52% 1.47% 215 +16,737 6.98% Q4 2025 Feb 11, 2026
Alaska Wealth Advisors, LLC History Added to 253,417 30,455 3.88% 3.64% 216 +19,310 8.25% Q4 2025 Feb 13, 2026
Horizon Investments, LLC History Reduced 250,307 30,081 0.38% 0.4% 217 -4,541 -1.78% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Reduced 249,759 30,016 0.19% 0.2% 218 -2,118 -0.84% Q4 2025 Jan 28, 2026
Madison Asset Management, LLC History Added to 249,350 29,966 0.34% 0.21% 219 +89,090 55.59% Q4 2025 Feb 04, 2026
CIBC Private Wealth Group LLC History Added to 246,674 29,645 0.05% 0.03% 220 +92,607 60.11% Q4 2025 Feb 12, 2026
Fiera Capital Corp History Added to 245,943 29,557 0.09% 0.09% 221 +418 0.17% Q4 2025 Feb 11, 2026
World Investment Advisors History Added to 244,728 29,411 0.48% 0.54% 222 +22,065 9.91% Q4 2025 Mar 12, 2026
Merit Financial Group, LLC History Added to 244,511 29,385 0.24% 0.11% 223 +139,592 133.05% Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History Added to 242,969 29,199 0.39% 0.27% 224 +124,388 104.9% Q4 2025 Feb 06, 2026
Single Point Partners, LLC History Added to 242,702 29,167 5.77% 5.85% 225 +209 0.09% Q4 2025 Jan 26, 2026
Round Rock Advisors LLC History Added to 241,647 29,041 4.37% 4.48% 226 +3,452 1.45% Q4 2025 Apr 07, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 239,069 28,731 1.66% 1.68% 227 +3,014 1.28% Q4 2025 Jan 22, 2026
Savant Capital, LLC History Reduced 235,713 28,327 0.16% 0.18% 228 -14,049 -5.62% Q4 2025 Feb 10, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 233,866 28,105 3.13% 3.56% 229 -14,825 -5.96% Q4 2025 Feb 04, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 232,450 27,935 0.37% 0.39% 230 -6,757 -2.82% Q4 2025 Jan 30, 2026
Private Wealth Asset Management, LLC History Added to 231,860 27,864 3.03% 3.2% 231 +3,504 1.53% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History Added to 229,364 27,823 1.45% 1.44% 232 +7,598 3.43% Q4 2025 Mar 04, 2026
HEADINVEST, LLC History Added to 230,323 27,680 5.5% 5.62% 233 +1,363 0.6% Q4 2025 Feb 02, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 229,225 27,548 0.55% 0.56% 234 +752 0.33% Q4 2025 Feb 12, 2026
CAPITAL ADVISORS INC/OK History Added to 226,965 27,276 0.44% 0.44% 235 +3,534 1.58% Q4 2025 Jan 15, 2026
Cedar Mountain Advisors, LLC History Added to 225,413 27,090 5.23% 5.17% 236 +2,103 0.94% Q4 2025 Feb 11, 2026
MACKENZIE FINANCIAL CORP History Added to 221,150 26,858 0.03% 0.03% 237 +35,740 19.28% Q4 2025 Feb 18, 2026
PRUDENTIAL FINANCIAL INC History Added to 220,700 26,856 0.03% 0.02% 238 +67,800 44.34% Q4 2025 Feb 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 222,180 26,765 7.3% 7.34% 239 +7,459 3.47% Q4 2025 Jan 28, 2026
Curi Capital, LLC History Added to 221,700 26,644 0.46% 0.44% 240 +22,166 11.11% Q4 2025 Feb 17, 2026
Oakwell Private Wealth Management, LLC History Added to 221,021 26,562 4.96% 5.04% 241 +10,024 4.75% Q4 2025 Jan 30, 2026
LTG Capital LLC History Added to 219,182 26,341 20.53% 13.42% 242 +75,682 52.74% Q4 2025 Feb 11, 2026
FIRST MERCHANTS CORP History Reduced 218,188 26,221 0.97% 1.0% 243 -5,387 -2.41% Q4 2025 Jan 12, 2026
FORM Wealth Advisors, LLC History New 217,827 26,178 3.06% 244 +217,827 New Q4 2025 Jan 28, 2026
Northwest Quadrant Wealth Management, LLC History Reduced 215,056 25,845 5.35% 5.81% 245 -16,429 -7.1% Q4 2025 Jan 23, 2026
Parkway Wealth Management Group, LLC History New 215,012 25,840 3.47% 246 +215,012 New Q4 2025 Feb 10, 2026
TRUEFG, LLC History Reduced 214,722 25,805 6.92% 7.06% 247 -343 -0.16% Q4 2025 Jan 21, 2026
Verum Partners LLC History Added to 213,721 25,685 5.18% 5.26% 249 +5,398 2.59% Q4 2025 Jan 14, 2026
SMITH, MOORE & CO. History Added to 213,726 25,685 1.94% 1.91% 248 +3,979 1.9% Q4 2025 Jan 23, 2026
Nan Shan Life Insurance Co., Ltd. History Reduced 213,194 25,621 0.79% 0.86% 250 -128,895 -37.68% Q4 2025 Feb 13, 2026
Pathway Financial Advisors LLC History Added to 204,609 25,518 3.21% 3.02% 251 +13,908 7.29% Q4 2025 Jan 14, 2026
Consolidated Portfolio Review Corp History Added to 211,747 25,447 2.2% 0.58% 252 +173,129 448.31% Q4 2025 Jan 26, 2026
Birch Hill Investment Advisors LLC History Added to 211,673 25,438 1.06% 1.06% 253 +268 0.13% Q4 2025 Jan 27, 2026
Gladstone Institutional Advisory LLC History Added to 209,979 25,235 0.95% 0.91% 254 +10,169 5.09% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 209,755 25,208 0.15% 0.17% 255 -17,721 -7.79% Q4 2025 Jan 29, 2026
Kelman-Lazarov, Inc. History Added to 209,258 25,148 3.59% 3.6% 256 +4,904 2.4% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Added to 209,167 25,137 0.49% 0.42% 257 +62,310 42.43% Q4 2025 Feb 13, 2026
1ST SOURCE BANK History Added to 204,561 24,584 1.29% 1.26% 258 +2,974 1.48% Q4 2025 Feb 05, 2026
Tidal Investments LLC History New 204,282 24,550 0.06% 259 +204,282 New Q4 2025 Feb 13, 2026
Midwest Trust Co History Reduced 203,332 24,436 0.3% 0.33% 260 -10,882 -5.08% Q4 2025 Feb 04, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 202,824 24,375 2.54% 2.41% 261 +9,720 5.03% Q4 2025 Feb 12, 2026
King Wealth Management Group History Added to 200,726 24,123 2.91% 2.95% 262 +3,219 1.63% Q4 2025 Feb 09, 2026
Harbour Trust & Investment Management Co History Added to 200,511 24,097 2.46% 2.46% 263 +128 0.06% Q4 2025 Jan 28, 2026
C V STARR & CO INC History No change 200,458 24,091 13.24% 11.0% 264 0 0.0% Q4 2025 Feb 09, 2026
Constellation Investments, Inc. History No change 200,000 24,036 0.74% 1.11% 265 0 0.0% Q4 2025 Jan 21, 2026
PITTENGER & ANDERSON INC History Added to 199,258 23,946 0.92% 0.85% 266 +4,635 2.38% Q4 2025 Feb 02, 2026
Roth Financial Partners LLC History Added to 198,275 23,835 7.86% 7.87% 267 +1,762 0.9% Q4 2025 Jan 29, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 187,909 23,830 0.26% 0.26% 268 -20,781 -9.96% Q4 2025 Jan 21, 2026
Perigon Wealth Management, LLC History Added to 196,087 23,565 0.42% 0.47% 269 +2,545 1.31% Q4 2025 Jan 16, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 191,997 23,302 3.69% 3.75% 270 +2,068 1.09% Q4 2025 Jan 08, 2026
WEST PACES ADVISORS INC. History Reduced 193,807 23,291 4.51% 4.64% 271 -2,532 -1.29% Q4 2025 Jan 21, 2026
Sigma Planning Corp History Added to 193,672 23,277 0.64% 0.64% 272 +3,158 1.66% Q4 2025 Jan 30, 2026
Simmons Bank History Reduced 191,385 23,000 1.54% 1.54% 273 -2,668 -1.37% Q4 2025 Feb 05, 2026
Lutz Financial Services LLC History Added to 191,033 22,958 1.56% 1.55% 274 +11,119 6.18% Q4 2025 Feb 06, 2026
Baron Wealth Management LLC History Reduced 190,826 22,933 7.07% 8.36% 275 -21,832 -10.27% Q4 2025 Jan 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Reduced 189,889 22,820 0.08% 0.12% 276 -96,079 -33.6% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Reduced 189,815 22,811 0.45% 0.61% 277 -58,330 -23.51% Q4 2025 Jan 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 184,252 22,143 3.1% 3.14% 278 +401 0.22% Q4 2025 Feb 17, 2026
EFG International AG History New 183,778 22,086 0.43% 279 +183,778 New Q4 2025 Feb 17, 2026
Trifecta Capital Advisors, LLC History Reduced 183,468 22,049 3.26% 3.34% 280 -1,277 -0.69% Q4 2025 Jan 30, 2026
HSBC HOLDINGS PLC History New 182,154 21,891 0.01% 281 +182,154 New Q4 2025 Mar 20, 2026
Whitcomb & Hess, Inc. History Added to 171,063 21,642 5.1% 4.94% 282 +9,301 5.75% Q4 2025 Jan 14, 2026
Beacon Pointe Advisors, LLC History Added to 179,033 21,516 0.15% 0.15% 283 +32,793 22.42% Q4 2025 Feb 18, 2026
BANK OF NOVA SCOTIA History Reduced 178,700 21,476 0.03% 0.08% 284 -185,500 -50.93% Q4 2025 Feb 13, 2026
Smithfield Trust Co History Added to 178,709 21,472 0.95% 0.95% 285 +443 0.25% Q4 2025 Feb 09, 2026
CJM Wealth Advisers, Ltd. History Reduced 178,360 21,435 6.41% 6.56% 286 -1,337 -0.74% Q4 2025 Jan 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 178,061 21,399 1.47% 1.59% 287 +303 0.17% Q4 2025 Feb 02, 2026
Evergreen Advisors, LLC History New 177,537 21,336 5.2% 288 +177,537 New Q4 2025 Feb 05, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 176,815 21,249 1.31% 1.3% 289 +5,079 2.96% Q4 2025 Feb 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 176,783 21,245 1.02% 0.73% 290 +88,841 101.02% Q4 2025 Feb 12, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 176,182 21,173 0.64% 0.71% 291 -7,184 -3.92% Q4 2025 Feb 13, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 175,340 21,072 9.46% 9.85% 292 +2,448 1.42% Q4 2025 Jan 28, 2026
Twele Capital Management, Inc. History Added to 174,979 21,028 3.76% 3.79% 293 +2,340 1.36% Q4 2025 Jan 09, 2026
TRUST CO OF VERMONT History Added to 174,789 21,006 0.88% 0.87% 294 +7,342 4.38% Q4 2025 Jan 16, 2026
Fusion Family Wealth, LLC History Added to 174,741 21,000 1.59% 1.55% 295 +279 0.16% Q4 2025 Feb 04, 2026
Trustees of Dartmouth College History No change 174,600 20,983 5.34% 5.33% 296 0 0.0% Q4 2025 Jan 14, 2026
New England Professional Planning Group Inc. History Added to 174,508 20,972 8.79% 9.06% 297 +3,288 1.92% Q4 2025 Jan 14, 2026
Summit Asset Management, LLC History Added to 174,220 20,937 2.96% 3.17% 298 +533 0.31% Q4 2025 Feb 09, 2026
Cornerstone Advisory, LLC History Reduced 174,080 20,920 1.99% 2.06% 299 -2,333 -1.32% Q4 2025 Jan 28, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Added to 174,039 20,916 6.08% 6.03% 300 +645 0.37% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Reduced 173,931 20,902 0.36% 0.38% 301 -5,433 -3.03% Q4 2025 Jan 22, 2026
Planning Project LLC History New 173,293 20,826 5.23% 302 +173,293 New Q4 2025 Feb 12, 2026
Harbor Group, Inc. History Reduced 172,733 20,758 3.11% 3.34% 303 -4,121 -2.33% Q4 2025 Jan 12, 2026
Crescent Grove Advisors, LLC History Reduced 172,334 20,711 1.92% 1.98% 304 -2,944 -1.68% Q4 2025 Feb 11, 2026
Fort Henry Capital, LLC History Added to 171,843 20,652 12.65% 12.8% 305 +2,219 1.31% Q4 2025 Jan 23, 2026
PARK AVENUE SECURITIES LLC History Added to 171,587 20,621 0.17% 0.13% 306 +32,615 23.47% Q4 2025 Jan 05, 2026
CoreCap Advisors, LLC History Added to 170,527 20,493 0.72% 0.73% 307 +1,272 0.75% Q4 2025 Jan 13, 2026
ESL Trust Services, LLC History Reduced 170,454 20,485 3.93% 4.98% 309 -43,024 -20.15% Q4 2025 Feb 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 170,461 20,485 0.46% 0.48% 308 -262 -0.15% Q4 2025 Jan 27, 2026
CWS Financial Advisors, LLC History Reduced 170,351 20,472 5.56% 5.72% 310 -3,143 -1.81% Q4 2025 Feb 06, 2026
FFT WEALTH MANAGEMENT LLC History Added to 169,993 20,429 3.89% 3.56% 311 +6,944 4.26% Q4 2025 Feb 09, 2026
Integrated Wealth Concepts LLC History Reduced 169,346 20,352 0.24% 0.19% 312 -6,637 -3.77% Q4 2025 Feb 13, 2026
VICUS CAPITAL History Reduced 168,754 20,280 1.52% 2.3% 313 -84,940 -33.48% Q4 2025 Jan 22, 2026
WASHINGTON TRUST Co History Added to 168,744 20,279 0.66% 0.64% 314 +3,765 2.28% Q4 2025 Feb 10, 2026
Pure Financial Advisors, LLC History Added to 168,644 20,267 3.68% 0.31% 315 +3,502 2.12% Q4 2025 Mar 04, 2026
Human Investing LLC History Added to 168,023 20,193 2.85% 2.82% 316 +7,432 4.63% Q4 2025 Jan 27, 2026
Moss Adams Wealth Advisors LLC History Reduced 167,584 20,140 1.46% 7.9% 317 -684,575 -80.33% Q4 2025 Jan 26, 2026
Qube Research & Technologies Ltd History Added to 167,434 20,122 0.02% 0.0% 318 +162,081 3027.85% Q4 2025 Feb 17, 2026
Granite Bay Wealth Management, LLC History Added to 167,341 20,111 4.84% 4.98% 319 +6,312 3.92% Q4 2025 Feb 05, 2026
CWM, LLC History Added to 166,918 20,060 0.05% 0.05% 320 +20,512 14.01% Q4 2025 Jan 26, 2026
FineMark National Bank & Trust History Added to 166,606 20,022 0.62% 0.6% 321 +11,617 7.5% Q4 2025 Feb 12, 2026
Keener Financial Planning LLC History Added to 166,379 19,995 8.64% 8.69% 322 +8,731 5.54% Q4 2025 Jan 23, 2026
COURIER CAPITAL LLC History Added to 166,227 19,977 1.12% 1.11% 323 +3,907 2.41% Q4 2025 Jan 29, 2026
Navalign, LLC History Reduced 165,622 19,904 4.89% 6.2% 324 -32,254 -16.3% Q4 2025 Feb 05, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History Reduced 156,605 19,798 8.88% 8.56% 325 -6,776 -4.15% Q4 2025 Jan 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History Reduced 163,894 19,696 2.84% 2.91% 326 -3,405 -2.04% Q4 2025 Feb 06, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 163,821 19,687 0.52% 0.55% 327 -1,338 -0.81% Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 152,921 19,587 0.48% 0.48% 328 +1,736 1.15% Q4 2025 Jan 28, 2026
Goelzer Investment Management, Inc. History Added to 162,703 19,553 0.91% 1.02% 329 +150 0.09% Q4 2025 Jan 14, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 162,679 19,550 0.3% 0.31% 330 -635 -0.39% Q4 2025 Jan 22, 2026
Fiduciary Alliance LLC History Added to 162,647 19,546 1.28% 1.13% 331 +20,825 14.68% Q4 2025 Jan 22, 2026
FSM Wealth Advisors, LLC History Added to 162,267 19,501 2.67% 2.66% 332 +3,930 2.48% Q4 2025 Jan 23, 2026
PKS Advisory Services, LLC History Reduced 160,492 19,287 4.4% 4.27% 333 -11,649 -6.77% Q4 2025 Feb 02, 2026
RWA WEALTH PARTNERS, LLC History Added to 159,110 19,121 0.21% 0.21% 334 +2,263 1.44% Q4 2025 Feb 12, 2026
Iowa State Bank History Reduced 158,652 19,066 3.58% 3.65% 335 -2,533 -1.57% Q4 2025 Jan 06, 2026
MainStreet Investment Advisors LLC History Reduced 158,609 19,061 2.74% 2.65% 336 -7,130 -4.3% Q4 2025 Feb 10, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 157,717 18,954 3.18% 3.32% 337 -915 -0.58% Q4 2025 Feb 10, 2026
BOK Financial Private Wealth, Inc. History Reduced 156,348 18,789 1.15% 1.23% 338 -8,649 -5.24% Q4 2025 Feb 06, 2026
SEGALL BRYANT & HAMILL, LLC History Reduced 155,526 18,691 0.25% 0.25% 339 -5,012 -3.12% Q4 2025 Feb 13, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 154,732 18,595 2.34% 2.17% 340 +21,930 16.51% Q4 2025 Jan 15, 2026
Mullooly Asset Management, Inc. History Added to 154,632 18,583 6.8% 7.02% 341 +577 0.37% Q4 2025 Feb 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 154,063 18,515 0.02% 0.0% 342 +149,248 3099.65% Q4 2025 Feb 17, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 153,132 18,403 1.98% 2.07% 343 -3,118 -2.0% Q4 2025 Jan 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 153,044 18,392 0.46% 0.46% 344 +4,146 2.78% Q4 2025 Feb 09, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 152,723 18,354 8.47% 8.02% 345 +8,682 6.03% Q4 2025 Jan 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 152,453 18,321 1.84% 1.82% 346 +6,052 4.13% Q4 2025 Jan 27, 2026
Wealthspire Retirement, LLC History Added to 152,288 18,302 1.11% 1.14% 347 +1,442 0.96% Q4 2025 Feb 18, 2026
GFS Advisors, LLC History Reduced 151,458 18,202 2.16% 2.32% 348 -1,375 -0.9% Q4 2025 Feb 11, 2026
SCOPUS ASSET MANAGEMENT, L.P. History New 150,000 18,027 0.29% 349 +150,000 New Q4 2025 Feb 17, 2026
FIDUCIENT ADVISORS LLC History Added to 149,923 18,017 2.23% 2.04% 350 +2,675 1.82% Q4 2025 Feb 10, 2026
Conservest Capital Advisors, Inc. History Reduced 149,197 17,930 1.62% 1.68% 351 -3,634 -2.38% Q4 2025 Feb 12, 2026
Inlight Wealth Management, LLC History Added to 175,294 17,928 6.56% 6.41% 352 +34,307 24.33% Q4 2025 Jan 23, 2026
BANK OF STOCKTON History Reduced 148,997 17,906 5.13% 5.09% 353 -1,418 -0.94% Q4 2025 Jan 21, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Added to 148,452 17,840 6.07% 5.87% 354 +3,430 2.37% Q4 2025 Jan 22, 2026
Crewe Advisors LLC History Added to 147,896 17,774 1.57% 1.61% 355 +5,956 4.2% Q4 2025 Jan 16, 2026
YHB Investment Advisors, Inc. History Reduced 146,382 17,592 1.22% 1.37% 356 -10,813 -6.88% Q4 2025 Jan 16, 2026
Transamerica Financial Advisors, LLC History Reduced 145,492 17,485 1.46% 1.55% 357 -12,041 -7.64% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Reduced 144,185 17,328 0.25% 0.27% 358 -3,507 -2.37% Q4 2025 Feb 13, 2026
Summit Financial Wealth Advisors, LLC History Reduced 142,929 17,177 2.46% 2.9% 359 -14,010 -8.93% Q4 2025 Jan 27, 2026
Callan Family Office, LLC History Added to 142,705 17,150 0.37% 0.28% 360 +68,122 91.34% Q4 2025 Feb 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 141,550 17,011 0.31% 0.33% 361 -3,268 -2.26% Q4 2025 Jan 23, 2026
RIVERSEDGE ADVISORS, LLC History Added to 141,414 16,995 2.76% 2.3% 362 +25,758 22.27% Q4 2025 Jan 07, 2026
jvl associates llc History Reduced 141,262 16,976 5.53% 5.6% 363 -1,149 -0.81% Q4 2025 Jan 09, 2026
Arkos Global Advisors History Added to 140,941 16,938 2.16% 2.09% 364 +3,076 2.23% Q4 2025 Feb 13, 2026
Paradigm, Strategies in Wealth Management, LLC History Reduced 139,830 16,804 11.03% 10.92% 365 -3,710 -2.58% Q4 2025 Jan 22, 2026
HORAN Wealth, LLC History Added to 139,760 16,796 2.58% 2.56% 366 +2,975 2.17% Q4 2025 Feb 04, 2026
Fairway Wealth LLC History Added to 139,749 16,795 4.53% 4.46% 367 +5,881 4.39% Q4 2025 Jan 28, 2026
Ironwood Financial, llc History Added to 132,093 16,715 2.83% 2.71% 368 +3,320 2.58% Q4 2025 Jan 15, 2026
McKinley Carter Wealth Services, Inc. History Reduced 138,649 16,662 0.93% 0.95% 369 -14,231 -9.31% Q4 2025 Feb 06, 2026
WELCH & FORBES LLC History Added to 137,975 16,581 0.2% 0.2% 370 +334 0.24% Q4 2025 Feb 10, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 137,575 16,533 1.33% 1.33% 371 +9,027 7.02% Q4 2025 Feb 12, 2026
Ancora Advisors LLC History Added to 137,526 16,527 0.34% 0.31% 372 +5,001 3.77% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 137,213 16,490 0.3% 0.34% 373 -10,857 -7.33% Q4 2025 Jan 07, 2026
May Hill Capital, LLC History Added to 137,050 16,470 2.15% 2.13% 374 +75,892 124.09% Q4 2025 Feb 05, 2026
Prime Capital Investment Advisors, LLC History Reduced 135,645 16,301 0.2% 0.22% 375 -9,217 -6.36% Q4 2025 Jan 21, 2026
State of Tennessee, Department of Treasury History Reduced 127,699 16,221 0.05% 0.05% 376 -7,012 -5.21% Q4 2025 Feb 18, 2026
SCS Capital Management LLC History Reduced 134,641 16,181 0.17% 0.18% 377 -3,443 -2.49% Q4 2025 Feb 10, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 134,000 16,104 0.04% 0.05% 378 +6,000 4.69% Q4 2025 Jan 26, 2026
Liquid Strategies, LLC History Reduced 133,958 16,099 3.5% 3.45% 379 -7,036 -4.99% Q4 2025 Jan 27, 2026
Sunflower Bank, N.A. History Reduced 133,288 16,018 4.04% 4.38% 380 -18,184 -12.0% Q4 2025 Jan 09, 2026
Heritage Investment Group, Inc. History Added to 132,984 15,982 2.43% 2.37% 381 +8,293 6.65% Q4 2025 Jan 30, 2026
Hardy Reed LLC History No change 132,434 15,915 1.13% 1.16% 382 0 0.0% Q4 2025 Feb 06, 2026
LGL PARTNERS, LLC History Reduced 131,897 15,851 6.76% 6.93% 383 -4,958 -3.62% Q4 2025 Feb 09, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 131,169 15,763 0.88% 0.96% 384 +201 0.15% Q4 2025 Feb 04, 2026
Heck Capital Advisors, LLC History Reduced 131,027 15,746 1.17% 1.21% 385 -484 -0.37% Q4 2025 Jan 16, 2026
ProVise Management Group, LLC History Reduced 130,827 15,722 1.12% 1.15% 386 -564 -0.43% Q4 2025 Jan 29, 2026
Omega Financial Group, LLC History Added to 129,941 15,616 5.14% 5.01% 387 +2,560 2.01% Q4 2025 Jan 28, 2026
BURLING WEALTH PARTNERS, LLC History Added to 129,411 15,552 2.42% 2.38% 388 +8,206 6.77% Q4 2025 Feb 06, 2026
HCR Wealth Advisors History Reduced 128,985 15,501 1.54% 5.39% 389 -306,642 -70.39% Q4 2025 Jan 27, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 128,755 15,473 0.29% 0.31% 390 -1,117 -0.86% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 127,636 15,339 0.01% 391 +127,636 New Q4 2025 Feb 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 127,515 15,324 1.31% 1.02% 392 +68,626 116.53% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 126,408 15,191 0.27% 0.27% 393 +14,463 12.92% Q4 2025 Jan 16, 2026
Centerpoint Advisors, LLC History Reduced 126,266 15,175 4.67% 4.71% 394 -1,560 -1.22% Q4 2025 Feb 13, 2026
Laurel Wealth Advisors LLC History Reduced 125,569 15,090 2.0% 2.1% 395 -679 -0.54% Q4 2025 Jan 30, 2026
NewEdge Wealth, LLC History Reduced 125,338 15,063 0.17% 0.32% 396 -65,062 -34.17% Q4 2025 Feb 03, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Added to 125,000 15,022 0.85% 0.68% 397 +25,000 25.0% Q4 2025 Feb 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 124,844 15,003 0.36% 0.38% 398 -3,614 -2.81% Q4 2025 Feb 03, 2026
Guidance Point Advisors, LLC History Added to 124,582 14,980 3.47% 3.54% 399 +986 0.8% Q4 2025 Feb 11, 2026
Panoramic Capital Partners, LLC History Added to 124,407 14,951 9.17% 9.42% 400 +1,050 0.85% Q4 2025 Jan 07, 2026
XML Financial, LLC History Reduced 124,160 14,921 1.22% 1.25% 401 -4,670 -3.62% Q4 2025 Feb 11, 2026
Venture Visionary Partners LLC History Reduced 123,503 14,884 0.49% 0.52% 402 -3,782 -2.97% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 122,377 14,707 0.27% 0.27% 403 +5,655 4.84% Q4 2025 Feb 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Added to 122,363 14,705 5.15% 5.22% 404 +745 0.61% Q4 2025 Feb 09, 2026
Regal Investment Advisors LLC History Added to 122,206 14,686 0.88% 0.92% 405 +3,112 2.61% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 121,596 14,613 0.32% 0.32% 406 -923 -0.75% Q4 2025 Feb 04, 2026
OneDigital Investment Advisors LLC History Reduced 121,580 14,611 0.14% 0.19% 407 -37,896 -23.76% Q4 2025 Feb 13, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Added to 121,205 14,566 6.47% 3.07% 408 +61,880 104.31% Q4 2025 Jan 20, 2026
First Bank & Trust History Reduced 120,821 14,520 2.37% 2.42% 409 -20 -0.02% Q4 2025 Jan 12, 2026
Belpointe Asset Management LLC History Added to 119,750 14,391 0.52% 0.5% 410 +9,762 8.88% Q4 2025 Jan 27, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 119,199 14,325 0.95% 0.95% 411 +3,822 3.31% Q4 2025 Jan 23, 2026
Investment Advisory Group, LLC History Reduced 119,056 14,308 3.68% 3.86% 412 -339 -0.28% Q4 2025 Jan 23, 2026
SouthState Bank Corp History Reduced 118,985 14,299 0.64% 0.66% 413 -750 -0.63% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 118,070 14,189 0.11% 0.12% 414 -1,650 -1.38% Q4 2025 Jan 14, 2026
Francis Financial, Inc. History Added to 117,769 14,153 2.76% 2.45% 415 +2,003 1.73% Q4 2025 Feb 11, 2026
Neumann Capital Management, LLC History Added to 117,764 14,152 4.09% 4.08% 416 +347 0.3% Q4 2025 Jan 14, 2026
SAPIENT CAPITAL LLC History Added to 116,092 14,121 0.2% 0.2% 417 +7,754 7.16% Q4 2025 Feb 05, 2026
Galvin, Gaustad & Stein, LLC History Reduced 117,004 14,061 1.1% 1.18% 418 -5,261 -4.3% Q4 2025 Jan 23, 2026
LVW Advisors, LLC History Added to 116,974 14,057 1.42% 1.38% 419 +3,577 3.15% Q4 2025 Jan 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 116,814 14,038 0.3% 0.35% 420 -12,314 -9.54% Q4 2025 Feb 05, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 114,446 13,754 1.85% 1.23% 421 +49,784 76.99% Q4 2025 Feb 17, 2026
Community Bank, N.A. History Reduced 114,312 13,737 1.62% 1.66% 422 -1,168 -1.01% Q4 2025 Feb 04, 2026
MERIDIAN MANAGEMENT CO History Added to 114,082 13,710 3.39% 3.53% 423 +3,166 2.85% Q4 2025 Feb 10, 2026
PROFFITT & GOODSON INC History Added to 113,595 13,651 1.9% 1.93% 424 +637 0.56% Q4 2025 Jan 27, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 112,068 13,468 1.88% 1.92% 425 -4,395 -3.77% Q4 2025 Jan 26, 2026
Litman Gregory Wealth Management LLC History Reduced 112,039 13,464 0.98% 1.01% 426 -2,369 -2.07% Q4 2025 Feb 12, 2026
Richard W. Paul & Associates, LLC History Added to 111,693 13,423 4.46% 4.4% 427 +3,101 2.86% Q4 2025 Feb 12, 2026
Argent Trust Co History Added to 111,287 13,374 0.46% 0.47% 428 +347 0.31% Q4 2025 Feb 10, 2026
Cranbrook Wealth Management, LLC History Added to 110,875 13,324 2.63% 2.64% 429 +100 0.09% Q4 2025 Jan 28, 2026
Texas Capital Bank Wealth Management Services Inc History New 110,450 13,273 0.77% 430 +110,450 New Q4 2025 Feb 09, 2026
Fortis Capital Advisors, LLC History Added to 110,311 13,257 1.96% 1.99% 431 +4,569 4.32% Q4 2025 Jan 27, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 110,101 13,231 2.39% 2.5% 432 -6,727 -5.76% Q4 2025 Jan 16, 2026
IHT Wealth Management, LLC History Added to 109,081 13,226 0.32% 0.33% 433 +151 0.14% Q4 2025 Feb 17, 2026
PACK Private Wealth, LLC History Added to 109,920 13,210 6.02% 6.05% 434 +1,767 1.63% Q4 2025 Feb 17, 2026
NewSquare Capital LLC History Reduced 109,011 13,100 1.16% 1.21% 435 -41,709 -27.67% Q4 2025 Feb 17, 2026
Melone Private Wealth, LLC History Added to 108,593 13,050 5.53% 3.17% 436 +49,792 84.68% Q4 2025 Jan 07, 2026
Waverly Advisors, LLC History Reduced 107,554 12,925 0.1% 0.13% 437 -797 -0.74% Q4 2025 Feb 17, 2026
Capital Group Private Client Services, Inc. History Added to 107,219 12,885 0.21% 0.21% 438 +1,305 1.23% Q4 2025 Feb 11, 2026
TCI Wealth Advisors, Inc. History Reduced 106,949 12,853 0.71% 0.78% 439 -2,625 -2.4% Q4 2025 Feb 02, 2026
Boyd Wealth Management, LLC History Added to 106,432 12,791 5.42% 2.06% 440 +66,083 163.78% Q4 2025 Jan 28, 2026
Dynasty Wealth Management, LLC History Reduced 106,106 12,751 0.13% 1.04% 441 -551,959 -83.88% Q4 2025 Feb 10, 2026
Presper Financial Architects, LLC History Added to 106,017 12,741 7.2% 7.17% 442 +2,056 1.98% Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 105,716 12,704 0.01% 0.01% 443 +40,012 60.9% Q4 2025 Feb 17, 2026
PENINSULA ASSET MANAGEMENT INC History Reduced 105,162 12,638 6.49% 6.42% 444 -125 -0.12% Q4 2025 Feb 12, 2026
CIM INVESTMENT MANAGEMENT INC History Added to 104,902 12,607 3.3% 3.35% 445 +1,123 1.08% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Added to 104,773 12,591 0.82% 0.84% 446 +840 0.81% Q4 2025 Jan 23, 2026
Houlihan Financial Resource Group, Ltd. History Added to 101,872 12,565 4.78% 5.28% 447 +51,302 101.45% Q4 2025 Feb 10, 2026
Integrity Advisory Solutions, LLC History Reduced 104,055 12,505 1.8% 1.97% 448 -48 -0.05% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 103,971 12,495 0.28% 0.28% 449 +13,713 15.19% Q4 2025 Feb 06, 2026
DAVENPORT & Co LLC History Added to 103,820 12,477 0.07% 0.05% 450 +24,162 30.33% Q4 2025 Jan 12, 2026
Gotham Asset Management, LLC History Added to 103,677 12,459 0.05% 0.05% 451 +1 0.0% Q4 2025 Feb 17, 2026
NESTEGG ADVISORS, INC. History Reduced 102,460 12,313 10.52% 10.88% 452 -710 -0.69% Q4 2025 Jan 21, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 102,218 12,284 1.38% 1.42% 453 +1,467 1.46% Q4 2025 Feb 12, 2026
JNBA Financial Advisors History Reduced 102,013 12,259 1.07% 1.12% 454 -1,858 -1.79% Q4 2025 Jan 26, 2026
4Thought Financial Group Inc. History Reduced 101,475 12,195 6.04% 6.16% 455 -1,001 -0.98% Q4 2025 Jan 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 101,204 12,162 0.15% 0.15% 456 +3,997 4.11% Q4 2025 Jan 29, 2026
IFG Advisory, LLC History Added to 100,964 12,133 0.53% 0.53% 457 +3,400 3.48% Q4 2025 Feb 10, 2026
Crestwood Advisors Group, LLC History Reduced 100,880 12,124 0.2% 0.21% 458 -2,461 -2.38% Q4 2025 Feb 03, 2026
Wilmington Savings Fund Society, FSB History Added to 100,669 12,098 0.28% 0.29% 459 +413 0.41% Q4 2025 Feb 12, 2026
Sageworth Trust Co History Reduced 100,638 12,094 0.52% 0.62% 460 -12,163 -10.78% Q4 2025 Feb 03, 2026
Salomon & Ludwin, LLC History Reduced 98,375 12,091 1.07% 1.09% 461 -2,137 -2.13% Q4 2025 Jan 28, 2026
Corecam Pte. Ltd. History Added to 100,380 12,064 6.27% 5.03% 462 +19,400 23.96% Q4 2025 Mar 02, 2026
McGuire Investment Group, LLC History Reduced 100,242 12,047 1.29% 1.38% 463 -2,423 -2.36% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Added to 99,702 11,982 0.05% 0.01% 464 +79,590 395.73% Q4 2025 Feb 12, 2026
Tortoise Investment Management, LLC History Reduced 99,296 11,933 1.05% 1.07% 465 -1,789 -1.77% Q4 2025 Feb 06, 2026
Nordwand Advisors, LLC History Reduced 99,300 11,933 2.09% 1.9% 466 -1,640 -1.62% Q4 2025 Feb 03, 2026
Long Run Wealth Advisors, LLC History Added to 97,584 11,727 2.21% 2.23% 467 +1,797 1.88% Q4 2025 Feb 02, 2026
Towercrest Capital Management History Reduced 97,535 11,724 1.85% 2.11% 468 -13,120 -11.86% Q4 2025 Jan 21, 2026
Aptus Capital Advisors, LLC History Reduced 97,554 11,724 0.08% 0.09% 469 -4,983 -4.86% Q4 2025 Feb 13, 2026
DIVERSIFIED MANAGEMENT INC History New 97,355 11,700 2.73% 470 +97,355 New Q4 2025 Jan 26, 2026
Next Level Wealth Planning, LLC History Added to 97,206 11,682 6.22% 6.35% 471 +2,547 2.69% Q4 2025 Jan 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 97,188 11,680 0.0% 472 +97,188 New Q4 2025 Feb 13, 2026
Sprinkle Financial Consultants LLC History Reduced 96,766 11,629 5.91% 6.48% 473 -886 -0.91% Q4 2025 Jan 08, 2026
HARBOUR INVESTMENTS, INC. History Added to 96,625 11,612 0.24% 0.26% 474 +1,405 1.48% Q4 2025 Feb 09, 2026
Palisades Hudson Asset Management, L.P. History Reduced 95,802 11,513 4.46% 4.27% 475 -3,338 -3.37% Q4 2025 Jan 30, 2026
Capital Investment Advisory Services, LLC History Added to 95,471 11,473 0.81% 0.87% 476 +3,097 3.35% Q4 2025 Jan 21, 2026
D. E. Shaw & Co., Inc. History New 95,296 11,452 0.01% 477 +95,296 New Q4 2025 Feb 17, 2026
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC History New 94,964 11,412 1.63% 478 +94,964 New Q4 2025 Feb 10, 2026
Summit Trail Advisors, LLC History Reduced 94,643 11,374 0.2% 0.16% 479 -137 -0.14% Q4 2025 Feb 17, 2026
Caldwell Trust Co History Added to 94,065 11,304 1.0% 0.99% 480 +4,738 5.3% Q4 2025 Jan 30, 2026
Sylvest Advisors, LLC History Added to 93,761 11,268 6.01% 5.18% 481 +12,593 15.51% Q4 2025 Jan 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 93,739 11,265 0.82% 0.82% 482 +5,446 6.17% Q4 2025 Feb 09, 2026
Canvas Wealth Advisors, LLC History Added to 93,393 11,223 1.91% 2.01% 483 +1,163 1.26% Q4 2025 Jan 12, 2026
Vestwell Advisors, LLC History Added to 93,316 11,214 1.66% 2.34% 484 +38,132 69.1% Q4 2025 Feb 13, 2026
CFO4Life Group, LLC History Reduced 93,237 11,205 1.6% 1.64% 485 -1,961 -2.06% Q4 2025 Feb 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 92,963 11,172 1.25% 1.29% 486 -1,629 -1.72% Q4 2025 Jan 22, 2026
eCIO, Inc. History Reduced 92,618 11,130 5.18% 4.27% 487 -3,678 -3.82% Q4 2025 Jan 20, 2026
CAMDEN NATIONAL BANK History Added to 92,587 11,127 1.53% 1.45% 488 +5,393 6.19% Q4 2025 Feb 10, 2026
TFO Wealth Partners, LLC History Reduced 92,536 11,120 1.66% 1.8% 489 -167 -0.18% Q4 2025 Feb 05, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 92,188 11,079 0.9% 0.91% 490 -756 -0.81% Q4 2025 Feb 06, 2026
Operose Advisors LLC History Reduced 91,929 11,047 2.57% 3.25% 491 -17,920 -16.31% Q4 2025 Feb 10, 2026
Global Strategic Investment Solutions, LLC History Reduced 91,877 11,041 1.08% 1.1% 492 -718 -0.78% Q4 2025 Jan 29, 2026
Somnio Financial Group, LLC History Added to 91,440 10,989 7.26% 7.26% 493 +1,302 1.44% Q4 2025 Jan 08, 2026
Rochester Wealth Strategies, LLC History Added to 91,369 10,980 6.89% 6.98% 494 +1,574 1.75% Q4 2025 Jan 15, 2026
SoundView Advisors Inc. History New 90,717 10,902 3.8% 495 +90,717 New Q4 2025 Feb 06, 2026
Legal & General Group Plc History Reduced 90,579 10,888 0.0% 0.0% 496 -25,082 -21.69% Q4 2025 Feb 09, 2026
KFA Private Wealth Group, LLC History Added to 90,513 10,877 2.65% 3.05% 497 +785 0.87% Q4 2025 Jan 07, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 90,389 10,863 0.57% 0.65% 498 +2,343 2.66% Q4 2025 Jan 26, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 90,270 10,848 5.12% 5.13% 499 +1,858 2.1% Q4 2025 Jan 23, 2026
Topel & Distasi Wealth Management, LLC History Added to 90,146 10,833 5.29% 5.27% 500 +358 0.4% Q4 2025 Feb 09, 2026
HOWE & RUSLING INC History Added to 89,918 10,806 0.71% 0.72% 501 +1,611 1.82% Q4 2025 Feb 17, 2026
hemming& Wealth Management, Inc. History New 89,631 10,771 7.37% 502 +89,631 New Q4 2025 Mar 03, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 89,443 10,749 0.06% 0.05% 503 +17,310 24.0% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 89,338 10,736 0.0% 0.01% 504 -3,932 -4.22% Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Added to 89,195 10,719 0.28% 0.32% 505 +912 1.03% Q4 2025 Feb 02, 2026
Ironwood Wealth Management, LLC. History Added to 89,171 10,716 3.15% 3.52% 506 +682 0.77% Q4 2025 Feb 02, 2026
Waterway Wealth Management, LLC History Added to 101,173 10,689 2.42% 2.5% 507 +1,309 1.31% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 88,902 10,684 0.0% 0.0% 508 -29,527 -24.93% Q4 2025 Feb 12, 2026
LCW Services, LLC History New 88,798 10,671 5.68% 509 +88,798 New Q4 2025 Feb 11, 2026
TCTC Holdings, LLC History Added to 88,543 10,641 0.32% 0.31% 510 +413 0.47% Q4 2025 Feb 12, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 88,329 10,615 0.18% 0.2% 511 -12,155 -12.1% Q4 2025 Jan 28, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 87,988 10,574 0.35% 0.35% 512 -1,648 -1.84% Q4 2025 Feb 11, 2026
Shulman DeMeo Asset Management LLC History Reduced 87,928 10,567 2.4% 2.42% 513 -735 -0.83% Q4 2025 Jan 14, 2026
Bryant Woods Investment Advisors, LLC History Reduced 87,503 10,516 4.08% 4.13% 514 -1,404 -1.58% Q4 2025 Jan 23, 2026
CCG WEALTH MANAGEMENT, LLC History Added to 87,001 10,455 4.48% 4.66% 515 +3,750 4.5% Q4 2025 Jan 21, 2026
CHOREO, LLC History Reduced 85,559 10,411 0.13% 0.15% 516 -8,141 -8.69% Q4 2025 Jan 23, 2026
Fiduciary Group, LLC History Reduced 86,510 10,396 0.87% 0.96% 517 -5,405 -5.88% Q4 2025 Feb 12, 2026
FLAGSTAR ADVISORS INC History Reduced 86,424 10,386 3.48% 3.93% 518 -21,524 -19.94% Q4 2025 Jan 13, 2026
Coastline Complete Wealth LLC History New 86,109 10,348 6.52% 519 +86,109 New Q4 2025 Feb 24, 2026
HighMark Wealth Management LLC History Added to 85,879 10,319 4.21% 4.41% 520 +1,652 1.96% Q4 2025 Feb 05, 2026
Compound Planning, Inc. History Added to 85,815 10,313 0.3% 0.3% 521 +7,837 10.05% Q4 2025 Feb 19, 2026
TECTONIC ADVISORS LLC History Added to 85,621 10,289 0.54% 0.52% 522 +5,200 6.47% Q4 2025 Jan 23, 2026
Magnolia Wealth Management, LLC History Added to 85,476 10,272 6.14% 6.05% 523 +3,114 3.78% Q4 2025 Jan 27, 2026
Tempo Wealth, LLC History New 84,984 10,213 1.82% 524 +84,984 New Q4 2025 Feb 25, 2026
Pettinga Financial Advisors LLC History Added to 84,963 10,210 1.94% 1.97% 525 +10 0.01% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History Added to 84,613 10,168 0.45% 0.47% 526 +385 0.46% Q4 2025 Jan 27, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Added to 84,384 10,141 5.89% 5.67% 527 +1,721 2.08% Q4 2025 Jan 07, 2026
Parallel Advisors, LLC History Reduced 84,051 10,101 0.18% 0.2% 528 -9,823 -10.46% Q4 2025 Feb 11, 2026
Rossmore Private Capital History Added to 84,032 10,098 0.9% 0.95% 529 +10,175 13.78% Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Reduced 83,915 10,084 0.21% 0.28% 530 -18,528 -18.09% Q4 2025 Feb 03, 2026
Retirement Systems of Alabama History No change 83,667 10,055 0.03% 0.03% 531 0 0.0% Q4 2025 Jan 15, 2026
BURNS J W & CO INC/NY History Added to 82,987 9,973 1.1% 1.1% 532 +1,263 1.55% Q4 2025 Jan 12, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 82,545 9,920 3.39% 3.34% 533 +990 1.21% Q4 2025 Jan 05, 2026
Kure Advisory, LLC History Added to 82,074 9,863 5.52% 5.81% 534 +2,839 3.58% Q4 2025 Jan 08, 2026
FDx Advisors, Inc. History Reduced 81,597 9,806 5.0% 2.95% 535 -2,072 -2.48% Q4 2025 Feb 10, 2026
Apella Capital, LLC History Added to 81,456 9,789 0.19% 0.21% 536 +2,303 2.91% Q4 2025 Jan 21, 2026
Texas Yale Capital Corp. History No change 81,428 9,786 0.3% 0.3% 537 0 0.0% Q4 2025 Feb 10, 2026
Global Wealth Management, LLC History Reduced 81,339 9,775 5.26% 5.31% 538 -3,845 -4.51% Q4 2025 Jan 26, 2026
Richwood Investment Advisors, LLC History Added to 74,036 9,770 7.02% 6.72% 539 +1,839 2.55% Q4 2025 Feb 12, 2026
Ellis Investment Partners, LLC History Added to 81,127 9,749 1.7% 1.71% 540 +1,294 1.62% Q4 2025 Feb 02, 2026
Atria Investments, Inc History Added to 80,573 9,683 0.11% 0.07% 541 +28,184 53.8% Q4 2025 Feb 05, 2026
May Barnhard Investments LLC History Reduced 80,506 9,675 4.57% 4.72% 542 -5,254 -6.13% Q4 2025 Jan 28, 2026
AlphaCore Capital LLC History Added to 80,232 9,642 0.22% 0.01% 543 +76,489 2043.52% Q4 2025 Feb 05, 2026
Tarbox Family Office, Inc. History Reduced 79,889 9,601 1.54% 1.93% 544 -30,544 -27.66% Q4 2025 Jan 21, 2026
Buck Wealth Strategies, LLC History Added to 79,861 9,597 1.22% 1.16% 545 +8,862 12.48% Q4 2025 Feb 03, 2026
Holland Advisory Services, Inc. History Added to 79,787 9,588 12.94% 12.54% 546 +2,948 3.84% Q4 2025 Jan 12, 2026
EQUITABLE TRUST CO History Reduced 79,408 9,543 0.43% 0.47% 547 -6,724 -7.81% Q4 2025 Feb 02, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 79,363 9,537 0.5% 0.62% 548 +18,891 31.24% Q4 2025 Feb 09, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 79,046 9,499 0.68% 0.56% 549 +8,810 12.54% Q4 2025 Jan 14, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 78,704 9,458 2.86% 2.94% 550 -4,907 -5.87% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 78,591 9,445 0.02% 0.02% 551 +15,435 24.44% Q4 2025 Feb 17, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 78,357 9,416 0.2% 0.2% 552 -911 -1.15% Q4 2025 Feb 18, 2026
GHP Investment Advisors, Inc. History Added to 77,853 9,356 0.38% 0.39% 553 +424 0.55% Q4 2025 Jan 27, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 77,736 9,342 0.76% 0.79% 554 +361 0.47% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Added to 76,996 9,253 0.23% 0.21% 555 +5,814 8.17% Q4 2025 Jan 28, 2026
SAX WEALTH ADVISORS, LLC History Reduced 76,581 9,203 0.43% 0.52% 556 -5,602 -6.82% Q4 2025 Jan 12, 2026
Legacy Trust History Added to 76,323 9,172 1.72% 1.78% 557 +315 0.41% Q4 2025 Jan 22, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 76,018 9,135 2.11% 2.0% 558 -108 -0.14% Q4 2025 Feb 11, 2026
SIH Partners, LLLP History New 75,956 9,128 0.17% 559 +75,956 New Q4 2025 Feb 17, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 75,899 9,121 4.63% 4.62% 560 +2,590 3.53% Q4 2025 Feb 17, 2026
Embree Financial Group History Reduced 75,566 9,081 1.11% 1.36% 561 -10,001 -11.69% Q4 2025 Jan 14, 2026
CENTRAL TRUST Co History Reduced 74,939 9,006 0.18% 0.19% 562 -679 -0.9% Q4 2025 Feb 02, 2026
CERTUITY, LLC History Reduced 74,530 8,957 0.56% 0.64% 563 -4,234 -5.38% Q4 2025 Jan 30, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 74,487 8,951 2.57% 2.67% 564 -256 -0.34% Q4 2025 Jan 27, 2026
Ameritas Advisory Services, LLC History Reduced 74,142 8,910 0.33% 0.87% 565 -37,639 -33.67% Q4 2025 Feb 04, 2026
BENJAMIN EDWARDS INC History Added to 73,979 8,894 0.1% 0.1% 566 +1,258 1.73% Q4 2025 Feb 02, 2026
Selby Wealth Management, LLC History New 73,912 8,882 3.58% 567 +73,912 New Q4 2025 Feb 13, 2026
Asset Allocation Strategies LLC History Added to 73,905 8,881 1.64% 1.72% 568 +760 1.04% Q4 2025 Feb 13, 2026
Polianta Ltd History Added to 73,700 8,857 1.16% 3.31% 569 +6,100 9.02% Q4 2025 Jan 15, 2026
Arvest Bank Trust Division History Added to 73,596 8,844 0.48% 0.14% 570 +52,822 254.27% Q4 2025 Feb 09, 2026
Performa Ltd (US), LLC History Reduced 73,520 8,835 2.24% 2.36% 571 -1,250 -1.67% Q4 2025 Feb 10, 2026
Uptown Financial Advisors LLC History Added to 73,411 8,822 6.32% 6.96% 572 +2,330 3.28% Q4 2025 Jan 23, 2026
Keel Point, LLC History Added to 73,254 8,803 0.53% 0.5% 573 +4,244 6.15% Q4 2025 Feb 12, 2026
Partnership Wealth Management, LLC History Added to 73,164 8,792 6.33% 6.66% 574 +387 0.53% Q4 2025 Jan 09, 2026
Soltis Investment Advisors LLC History Added to 72,758 8,744 0.58% 0.54% 575 +6,867 10.42% Q4 2025 Apr 02, 2026
Twin Cities Retirement Group LLC History New 72,618 8,727 8.42% 576 +72,618 New Q4 2025 Feb 09, 2026
F/m Investments LLC History Reduced 72,029 8,656 0.33% 0.33% 577 -170 -0.24% Q4 2025 Feb 03, 2026
Coastal Bridge Advisors, LLC History Added to 71,794 8,628 0.64% 0.34% 578 +34,028 90.1% Q4 2025 Feb 18, 2026
Triangle Securities Wealth Management History Added to 71,762 8,624 1.82% 1.79% 579 +5,111 7.67% Q4 2025 Jan 13, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 71,761 8,624 4.73% 4.81% 580 +841 1.19% Q4 2025 Jan 08, 2026
TMB Capital Partners, LLC History New 71,636 8,609 2.94% 581 +71,636 New Q4 2025 Feb 19, 2026
Aristotle Capital Boston, LLC History Added to 71,628 8,608 0.47% 0.41% 582 +4,298 6.38% Q4 2025 Feb 17, 2026
Pachira Investments Inc. History Reduced 71,585 8,603 4.19% 5.37% 583 -8,844 -11.0% Q4 2025 Feb 02, 2026
RFG Advisory, LLC History Reduced 71,473 8,589 0.16% 0.21% 584 -15,595 -17.91% Q4 2025 Feb 03, 2026
Per Stirling Capital Management, LLC. History Reduced 71,167 8,552 0.96% 1.02% 585 -707 -0.98% Q4 2025 Feb 17, 2026
Alley Investment Management Company, LLC History Reduced 71,151 8,550 1.0% 0.99% 586 -775 -1.08% Q4 2025 Jan 27, 2026
Marietta Wealth Management, LLC History Reduced 70,955 8,527 0.99% 1.04% 587 -610 -0.85% Q4 2025 Jan 28, 2026
Citizens National Bank Trust Department History Reduced 70,651 8,490 1.46% 1.53% 588 -1,555 -2.15% Q4 2025 Jan 30, 2026
Evernest Financial Advisors, LLC History Reduced 64,125 8,463 1.77% 2.18% 589 -1,432 -2.18% Q4 2025 Feb 13, 2026
Counterweight Ventures, LLC History Added to 70,285 8,446 4.74% 4.85% 590 +472 0.68% Q4 2025 Jan 15, 2026
Peak Financial Management, Inc. History Added to 70,087 8,423 2.17% 2.2% 591 +32 0.05% Q4 2025 Jan 23, 2026
HBK Sorce Advisory LLC History Added to 63,822 8,422 0.19% 0.19% 592 +295 0.46% Q4 2025 Feb 09, 2026
Mascoma Wealth Management LLC History Added to 69,521 8,355 1.79% 1.79% 593 +1,191 1.74% Q4 2025 Feb 04, 2026
Strategic Financial Partners, Ltd. History Added to 69,292 8,327 3.61% 2.28% 594 +27,315 65.07% Q4 2025 Feb 11, 2026
Sherman Asset Management, Inc. History Reduced 68,917 8,282 7.01% 7.43% 595 -3,558 -4.91% Q4 2025 Feb 05, 2026
CX Institutional History Reduced 68,741 8,261 0.25% 0.25% 596 -262 -0.38% Q4 2025 Feb 02, 2026
Turtle Creek Wealth Advisors, LLC History Added to 68,549 8,238 0.65% 0.6% 597 +12,348 21.97% Q4 2025 Jan 28, 2026
Alliance Private Wealth, LLC History New 64,095 8,219 2.86% 598 +64,095 New Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 67,774 8,218 0.24% 0.14% 599 +48,824 257.65% Q4 2025 Feb 13, 2026
Kovitz Investment Group Partners, LLC History Reduced 68,017 8,174 0.18% 0.39% 600 -763,627 -91.82% Q4 2025 Feb 20, 2026
Ellenbecker Investment Group History Reduced 67,991 8,171 1.14% 1.25% 601 -3,446 -4.82% Q4 2025 Jan 30, 2026
Premier Path Wealth Partners, LLC History Reduced 67,989 8,170 1.06% 1.11% 602 -4,332 -5.99% Q4 2025 Jan 22, 2026
Florida Trust Wealth Management Co History Reduced 67,844 8,153 0.23% 0.23% 603 -817 -1.19% Q4 2025 Jan 20, 2026
Cannon Capital Management, Inc. History New 67,825 8,151 7.17% 604 +67,825 New Q4 2025 Jan 30, 2026
SkyOak Wealth, LLC History Added to 67,185 8,074 1.45% 1.46% 605 +2,181 3.36% Q4 2025 Feb 05, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 67,161 8,071 0.6% 0.63% 606 -494 -0.73% Q4 2025 Feb 04, 2026
Marble Wealth, LLC History New 66,788 8,026 1.11% 607 +66,788 New Q4 2025 Feb 10, 2026
American Money Management, LLC History Added to 66,339 7,972 1.25% 1.29% 608 +1,456 2.24% Q4 2025 Feb 10, 2026
Hiley Hunt Wealth Management History Reduced 66,249 7,961 3.56% 3.85% 609 -2,689 -3.9% Q4 2025 Jan 06, 2026
Vectors Research Management, LLC History Reduced 65,871 7,916 2.42% 2.48% 610 -419 -0.63% Q4 2025 Feb 03, 2026
COMMERCE BANK History Added to 65,813 7,909 0.04% 0.03% 611 +13,945 26.89% Q4 2025 Feb 13, 2026
WLTH Capital Management, LLC History New 60,045 7,862 6.08% 612 +60,045 New Q4 2025 Feb 24, 2026
Sterling Investment Counsel, LLC History Added to 65,400 7,859 2.25% 2.45% 613 +975 1.51% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History Reduced 65,298 7,852 0.13% 0.13% 614 -1,114 -1.68% Q4 2025 Feb 09, 2026
MTC Wealth Management LLC History Reduced 65,107 7,824 3.67% 3.67% 615 -1,180 -1.78% Q4 2025 Jan 15, 2026
Journey Advisory Group, LLC History Reduced 64,568 7,759 0.65% 1.98% 616 -160,425 -71.3% Q4 2025 Jan 27, 2026
Canal Capital Management, LLC History Reduced 64,497 7,751 1.1% 1.29% 617 -7,825 -10.82% Q4 2025 Jan 06, 2026
Dorsey & Whitney Trust CO LLC History Reduced 64,396 7,739 0.41% 0.4% 618 -82 -0.13% Q4 2025 Feb 11, 2026
IFS Advisors, LLC History Reduced 64,391 7,738 4.02% 5.87% 619 -20,024 -23.72% Q4 2025 Jan 09, 2026
ASPIRIANT, LLC History Added to 64,366 7,735 0.22% 0.19% 620 +13,001 25.31% Q4 2025 Jan 20, 2026
TKG Advisors, LLC History Added to 64,259 7,722 3.11% 3.22% 621 +965 1.52% Q4 2025 Jan 29, 2026
Landmark Wealth Management, LLC History Added to 64,100 7,703 2.95% 2.96% 622 +1,452 2.32% Q4 2025 Feb 05, 2026
Strategic Blueprint, LLC History Reduced 63,878 7,676 0.45% 0.33% 623 -423 -0.66% Q4 2025 Jan 30, 2026
New World Advisors LLC History Added to 63,865 7,675 1.31% 1.37% 624 +1,066 1.7% Q4 2025 Feb 06, 2026
Asio Capital, LLC History Reduced 63,734 7,659 1.08% 1.21% 625 -4,216 -6.2% Q4 2025 Jan 21, 2026
North Berkeley Wealth Management, LLC History Added to 63,509 7,632 4.5% 5.74% 626 +2,300 3.76% Q4 2025 Feb 10, 2026
Garde Capital, Inc. History Reduced 63,474 7,628 0.45% 0.37% 627 -678 -1.06% Q4 2025 Feb 10, 2026
Emergent Wealth Advisors, LLC History Reduced 63,059 7,578 4.26% 5.5% 628 -16,908 -21.14% Q4 2025 Jan 14, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 62,874 7,556 0.68% 0.64% 629 +5,168 8.96% Q4 2025 Jan 16, 2026
Aristides Capital LLC History Added to 62,720 7,537 1.33% 1.03% 630 +2,720 4.53% Q4 2025 Feb 26, 2026
Americana Partners, LLC History Added to 62,636 7,527 0.21% 0.22% 631 +371 0.6% Q4 2025 Feb 06, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Added to 62,467 7,507 2.6% 2.54% 632 +4,107 7.04% Q4 2025 Jan 27, 2026
CLUNE & ASSOCIATES, LTD. History Added to 62,355 7,493 1.62% 1.51% 633 +11,550 22.73% Q4 2025 Feb 09, 2026
ENZI WEALTH History Reduced 58,800 7,481 2.64% 7.4% 634 -119,859 -67.09% Q4 2025 Jan 15, 2026
Nikulski Financial, Inc. History Reduced 62,242 7,480 1.79% 2.05% 635 -6,365 -9.28% Q4 2025 Jan 15, 2026
Meridian Financial Advisors, LLC History Reduced 62,224 7,478 4.07% 4.39% 636 -3,422 -5.21% Q4 2025 Jan 23, 2026
White Pine Investment CO History Reduced 61,788 7,426 1.75% 1.74% 637 -82 -0.13% Q4 2025 Jan 28, 2026
Composition Wealth, LLC History Reduced 61,691 7,414 0.11% 0.11% 638 -2,702 -4.2% Q4 2025 Feb 02, 2026
BostonPremier Wealth LLC History Reduced 61,455 7,385 3.78% 4.31% 639 -11,598 -15.88% Q4 2025 Jan 13, 2026
Park Capital Management, LLC / WI History Added to 61,433 7,382 5.28% 5.65% 640 +1,978 3.33% Q4 2025 Jan 20, 2026
Bell Investment Advisors, Inc History Reduced 61,301 7,367 1.17% 1.22% 641 -1,315 -2.1% Q4 2025 Feb 24, 2026
Madison Wealth Partners, Inc History Reduced 61,232 7,358 1.34% 5.78% 642 -184,638 -75.1% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History Reduced 61,044 7,336 0.32% 0.31% 643 -433 -0.7% Q4 2025 Feb 17, 2026
FIDUCIARY MANAGEMENT INC /WI/ History New 60,880 7,316 0.08% 644 +60,880 New Q4 2025 Feb 11, 2026
CUMBERLAND ADVISORS INC History Reduced 60,875 7,315 2.77% 2.8% 645 -440 -0.72% Q4 2025 Feb 02, 2026
Provident Wealth Management, LLC History Added to 60,745 7,300 2.16% 2.16% 646 +679 1.13% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 60,661 7,290 0.34% 0.59% 647 -54,077 -47.13% Q4 2025 Jan 21, 2026
Accretive Wealth Partners, LLC History Added to 60,665 7,290 2.16% 2.19% 648 +350 0.58% Q4 2025 Jan 28, 2026
Sage Advisory Services, Ltd.Co. History Reduced 60,625 7,286 3.97% 3.8% 649 -280 -0.46% Q4 2025 Jan 28, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 60,527 7,274 1.75% 1.83% 650 -1,908 -3.06% Q4 2025 Feb 02, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 60,184 7,232 1.16% 1.13% 651 +3,418 6.02% Q4 2025 Feb 04, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 60,102 7,223 0.04% 0.04% 652 -7,672 -11.32% Q4 2025 Feb 10, 2026
Plan Group Financial, LLC History Reduced 59,913 7,200 1.87% 2.25% 653 -10,496 -14.91% Q4 2025 Feb 03, 2026
Latko Wealth Management, Ltd. History Added to 59,849 7,192 3.52% 3.54% 654 +1,116 1.9% Q4 2025 Feb 10, 2026
Serenus Wealth Advisors, LLC History Reduced 59,671 7,171 1.39% 1.23% 655 -746 -1.23% Q4 2025 Jan 28, 2026
PLANNING DIRECTIONS INC History Added to 59,638 7,167 3.61% 3.3% 656 +6,434 12.09% Q4 2025 Jan 21, 2026
CFS Investment Advisory Services, LLC History Added to 59,502 7,150 0.52% 0.53% 657 +520 0.88% Q4 2025 Feb 10, 2026
LYNCH & ASSOCIATES/IN History Added to 59,380 7,136 1.35% 1.32% 658 +1,967 3.43% Q4 2025 Jan 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 59,314 7,128 1.25% 1.37% 659 -537 -0.9% Q4 2025 Jan 21, 2026
Sunbelt Securities, Inc. History Reduced 58,836 7,070 0.47% 0.49% 660 -436 -0.74% Q4 2025 Feb 20, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 58,612 7,043 1.37% 1.48% 661 -135 -0.23% Q4 2025 Feb 04, 2026
STEPHENS INC /AR/ History Added to 58,345 7,011 0.09% 0.08% 662 +3,841 7.05% Q4 2025 Feb 05, 2026
TrustBank History New 58,114 6,984 2.91% 663 +58,114 New Q4 2025 Feb 09, 2026
Townsend Financial Planning, LLC History New 58,014 6,972 6.98% 664 +58,014 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 57,993 6,969 0.09% 0.08% 665 -1,039 -1.76% Q4 2025 Feb 02, 2026
Aspect Partners, LLC History Added to 57,945 6,963 3.05% 2.78% 666 +6,400 12.42% Q4 2025 Jan 23, 2026
Stephenson & Company, Inc. History Added to 57,860 6,953 3.82% 3.85% 667 +1,385 2.45% Q4 2025 Jan 27, 2026
SlateStone Wealth, LLC History Added to 57,628 6,926 0.58% 0.55% 668 +4,302 8.07% Q4 2025 Feb 11, 2026
Hopwood Financial Services, Inc. History Added to 57,304 6,886 4.85% 4.47% 669 +968 1.72% Q4 2025 Jan 16, 2026
Telos Capital Management, Inc. History Added to 57,192 6,873 0.64% 0.64% 670 +1,314 2.35% Q4 2025 Jan 22, 2026
Mayflower Financial Advisors, LLC History Added to 57,065 6,858 0.83% 0.79% 671 +4,196 7.94% Q4 2025 Jan 13, 2026
PACIFIC FINANCIAL GROUP INC History Added to 56,875 6,835 3.8% 4.66% 672 +3,912 7.39% Q4 2025 Feb 17, 2026
United Financial Planning Group LLC History Added to 56,717 6,816 4.13% 4.15% 673 +1,237 2.23% Q4 2025 Feb 11, 2026
Boltwood Capital Management History Added to 56,621 6,804 1.77% 1.77% 674 +505 0.9% Q4 2025 Jan 02, 2026
Ballew Advisors, Inc History Reduced 53,761 6,801 3.83% 3.72% 675 -2,537 -4.51% Q4 2025 Jan 14, 2026
Csenge Advisory Group History Reduced 56,488 6,788 0.31% 0.33% 676 -1,602 -2.76% Q4 2025 Feb 06, 2026
Legacy Private Trust Co. History Reduced 56,447 6,783 0.4% 0.42% 677 -3,005 -5.05% Q4 2025 Jan 08, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 56,246 6,759 0.44% 0.46% 678 -344 -0.61% Q4 2025 Feb 05, 2026
Meridian Wealth Management, LLC History Reduced 56,097 6,743 0.24% 0.26% 679 -444 -0.79% Q4 2025 Feb 04, 2026
BOSTON FAMILY OFFICE LLC History Reduced 56,056 6,737 0.43% 0.44% 680 -2,261 -3.88% Q4 2025 Feb 13, 2026
Capital Analysts, LLC History Reduced 56,012 6,731 0.2% 0.37% 682 -51,279 -47.79% Q4 2025 Feb 11, 2026
ASSOCIATED BANC-CORP History Reduced 56,015 6,731 0.17% 0.19% 681 -3,318 -5.59% Q4 2025 Feb 06, 2026
PARTHENON LLC History Added to 55,967 6,726 0.73% 0.74% 683 +85 0.15% Q4 2025 Jan 23, 2026
Allen Investment Management, LLC History Reduced 55,466 6,665 0.07% 0.07% 684 -864 -1.53% Q4 2025 Feb 10, 2026
Sound Stewardship, LLC History Reduced 55,418 6,660 3.19% 3.27% 685 -2,002 -3.49% Q4 2025 Jan 30, 2026
Citizens Business Bank History Reduced 55,414 6,659 1.1% 1.13% 686 -1,331 -2.35% Q4 2025 Feb 02, 2026
Palumbo Wealth Management LLC History New 55,384 6,656 1.64% 687 +55,384 New Q4 2025 Jan 21, 2026
Walkner Condon Financial Advisors LLC History Added to 55,319 6,647 0.92% 0.84% 688 +10,736 24.08% Q4 2025 Jan 21, 2026
Enclave Advisors LLC History Reduced 54,661 6,569 0.93% 1.29% 689 -16,474 -23.16% Q4 2025 Jan 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 54,586 6,560 0.63% 0.63% 690 -8,518 -13.5% Q4 2025 Jan 12, 2026
SVB WEALTH LLC History Reduced 54,305 6,526 0.38% 0.37% 691 -3,606 -6.23% Q4 2025 Feb 04, 2026
Ironsides Asset Advisors, LLC History Added to 54,295 6,525 1.65% 1.66% 692 +129 0.24% Q4 2025 Feb 12, 2026
1900 WEALTH MANAGEMENT LLC History Added to 54,204 6,514 0.42% 0.42% 693 +1,497 2.84% Q4 2025 Jan 20, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 54,095 6,501 4.77% 4.87% 694 -1,201 -2.17% Q4 2025 Feb 06, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 53,872 6,474 0.24% 0.12% 695 +27,506 104.32% Q4 2025 Feb 13, 2026
Atlas Legacy Advisors, LLC History Added to 53,816 6,467 1.13% 1.19% 696 +1,981 3.82% Q4 2025 Jan 29, 2026
Certified Advisory Corp History Reduced 53,715 6,455 0.59% 0.61% 697 -776 -1.42% Q4 2025 Jan 12, 2026
Paragon Private Wealth Management, LLC History Reduced 53,294 6,404 1.97% 2.14% 698 -1,716 -3.12% Q4 2025 Feb 11, 2026
Beirne Wealth Consulting Services, LLC History Added to 53,125 6,387 1.85% 1.5% 699 +465 0.88% Q4 2025 Jan 29, 2026
NWAM LLC History Added to 50,719 6,327 0.35% 0.33% 700 +404 0.8% Q4 2025 Feb 04, 2026
Johnson Financial Group, Inc. History Added to 52,552 6,315 0.24% 0.23% 701 +174 0.33% Q4 2025 Feb 12, 2026
TD ASSET MANAGEMENT INC History Added to 52,506 6,310 0.01% 0.01% 702 +230 0.44% Q4 2025 Feb 10, 2026
RMR Wealth Builders History Reduced 52,471 6,305 0.5% 2.53% 703 -201,452 -79.34% Q4 2025 Jan 29, 2026
CBM Financial, LLC History New 47,585 6,242 4.24% 704 +47,585 New Q4 2025 Feb 19, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Added to 51,800 6,225 0.81% 0.69% 705 +7,685 17.42% Q4 2025 Feb 17, 2026
McAdam, LLC History Added to 51,689 6,211 0.28% 0.29% 706 +2,048 4.13% Q4 2025 Feb 13, 2026
CITY HOLDING CO History Added to 51,264 6,160 0.76% 0.74% 707 +1,625 3.27% Q4 2025 Jan 22, 2026
Snowden Capital Advisors LLC History Added to 50,995 6,128 0.16% 0.13% 708 +9,557 23.06% Q4 2025 Feb 17, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 50,990 6,127 2.41% 709 +50,990 New Q4 2025 Jan 15, 2026
AtlasMark Financial, Inc History Reduced 50,982 6,127 3.96% 4.06% 710 -181 -0.35% Q4 2025 Apr 22, 2026
Sowell Financial Services LLC History Added to 50,652 6,087 0.22% 0.23% 711 +456 0.91% Q4 2025 Jan 21, 2026
CPC Advisors, LLC History Added to 50,554 6,075 0.61% 0.57% 712 +5,386 11.92% Q4 2025 Jan 28, 2026
Savvy Advisors, Inc. History Added to 50,366 6,053 0.2% 0.23% 713 +9,049 21.9% Q4 2025 Jan 20, 2026
Montecito Bank & Trust History Reduced 50,290 6,043 0.96% 0.96% 714 -1,824 -3.5% Q4 2025 Jan 09, 2026
Hills Bank & Trust Co History Reduced 50,078 6,018 0.35% 0.36% 715 -962 -1.88% Q4 2025 Feb 05, 2026
G&S Capital LLC History Reduced 50,063 6,016 2.13% 2.21% 716 -270 -0.54% Q4 2025 Jan 28, 2026
Cornerstone Wealth Group, LLC History Reduced 50,035 6,013 0.41% 0.44% 717 -4,254 -7.84% Q4 2025 Jan 26, 2026
NOESIS CAPITAL MANGEMENT CORP History Reduced 49,866 5,992 0.87% 0.94% 718 -1,033 -2.03% Q4 2025 Feb 05, 2026
Spire Wealth Management History Added to 49,845 5,990 0.2% 0.19% 719 +2,591 5.48% Q4 2025 Jan 14, 2026
ROMANO BROTHERS AND COMPANY History Reduced 49,715 5,974 0.68% 0.69% 720 -1,023 -2.02% Q4 2025 Jan 14, 2026
Capitol Family Office, Inc. History Reduced 49,503 5,949 7.02% 8.42% 721 -8,924 -15.27% Q4 2025 Jan 26, 2026
Focus Partners Advisor Solutions, LLC History Added to 49,414 5,938 0.07% 0.06% 722 +2,433 5.18% Q4 2025 Feb 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 49,012 5,890 2.09% 2.18% 723 -2,017 -3.95% Q4 2025 Jan 09, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 48,840 5,869 0.85% 0.89% 724 -2,003 -3.94% Q4 2025 Jan 28, 2026
Mandatum Life Insurance Co Ltd History No change 48,720 5,855 1.34% 1.38% 725 0 0.0% Q4 2025 Feb 11, 2026
Aft, Forsyth & Sober, LLC History No change 48,675 5,849 1.77% 1.79% 726 0 0.0% Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History Reduced 48,538 5,836 1.28% 1.42% 727 -5,253 -9.77% Q4 2025 Jan 21, 2026
TD Waterhouse Canada Inc. History Reduced 47,947 5,762 0.04% 0.05% 728 -13,528 -22.01% Q4 2025 Jan 27, 2026
Etesian Wealth Advisors, Inc. History Reduced 47,866 5,752 1.8% 1.96% 729 -2,072 -4.15% Q4 2025 Feb 11, 2026
Orin Green Financial, LLC History Added to 47,783 5,742 2.3% 2.23% 730 +927 1.98% Q4 2025 Feb 06, 2026
Columbus Macro, LLC History Added to 47,707 5,733 0.63% 0.58% 731 +4,889 11.42% Q4 2025 Jan 15, 2026
First National Bank of Hutchinson History Reduced 47,678 5,729 3.36% 3.47% 732 -7,553 -13.68% Q4 2025 Jan 29, 2026
Kingsview Wealth Management, LLC History Added to 47,617 5,722 0.08% 0.09% 733 +506 1.07% Q4 2025 Feb 09, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History Added to 47,510 5,709 1.68% 1.72% 734 +285 0.6% Q4 2025 Feb 13, 2026
Legacy Financial Strategies, LLC History Reduced 47,477 5,705 1.01% 2.74% 735 -80,237 -62.83% Q4 2025 Jan 23, 2026
Hudson Capital Management LLC History Added to 47,300 5,684 1.43% 0.23% 736 +39,926 541.44% Q4 2025 Jan 21, 2026
Corecam AG History New 47,160 5,668 5.54% 737 +47,160 New Q4 2025 Feb 18, 2026
KPP Advisory Services LLC History Added to 47,023 5,651 0.82% 0.82% 738 +592 1.28% Q4 2025 Feb 02, 2026
WESBANCO BANK INC History Added to 47,012 5,649 0.16% 0.12% 739 +11,198 31.27% Q4 2025 Feb 03, 2026
Next Capital Management LLC History Added to 46,975 5,645 1.81% 1.75% 740 +2,837 6.43% Q4 2025 Feb 11, 2026
Lee Financial Co History Reduced 46,930 5,640 0.76% 0.71% 741 -658 -1.38% Q4 2025 Jan 22, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 46,686 5,610 1.18% 1.18% 742 +8,545 22.4% Q4 2025 Feb 13, 2026
Empower Advisory Group, LLC History Reduced 46,641 5,605 0.02% 0.02% 743 -6,553 -12.32% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 46,299 5,563 0.01% 0.01% 744 +1,786 4.01% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Reduced 46,218 5,554 0.1% 0.11% 745 -1,372 -2.88% Q4 2025 Jan 13, 2026
Carnegie Investment Counsel History Reduced 46,140 5,545 0.1% 0.11% 746 -1,856 -3.87% Q4 2025 Jan 23, 2026
Fortitude Family Office, LLC History Added to 45,833 5,508 1.28% 1.33% 747 +4,209 10.11% Q4 2025 Jan 15, 2026
Campion Asset Management History Added to 45,788 5,502 3.82% 3.37% 748 +5,885 14.75% Q4 2025 Feb 17, 2026
Independent Solutions Wealth Management, LLC History Reduced 45,694 5,491 1.01% 1.0% 749 -1,696 -3.58% Q4 2025 Feb 05, 2026
Coign Capital Advisors LLC History Reduced 45,651 5,486 2.87% 2.99% 750 -73 -0.16% Q4 2025 Jan 20, 2026
STAR Financial Bank History Added to 45,583 5,478 2.8% 2.11% 751 +15,495 51.5% Q4 2025 Feb 13, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 45,119 5,476 3.25% 3.25% 752 -2,179 -4.61% Q4 2025 Jan 06, 2026
Vantage Financial Partners, LLC History Reduced 45,401 5,456 1.11% 1.15% 753 -442 -0.96% Q4 2025 Feb 03, 2026
Resolute Advisors LLC History Added to 45,337 5,448 1.78% 1.38% 754 +57 0.13% Q4 2025 Feb 11, 2026
ERn Financial, LLC History Added to 44,993 5,407 1.02% 1.04% 755 +588 1.32% Q4 2025 Jan 15, 2026
Bellwether Advisors, LLC History Reduced 44,994 5,407 0.86% 0.89% 756 -166 -0.37% Q4 2025 Feb 09, 2026
MidAtlantic Capital Management, Inc. History Added to 44,741 5,377 3.44% 3.56% 757 +821 1.87% Q4 2025 Feb 10, 2026
PRIVATE TRUST CO NA History Reduced 44,682 5,369 0.47% 0.49% 758 -1,703 -3.67% Q4 2025 Jan 26, 2026
Aspetuck Financial Management LLC History Reduced 44,326 5,327 3.58% 3.64% 759 -452 -1.01% Q4 2025 Feb 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 44,233 5,315 0.39% 0.36% 760 +108 0.24% Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Reduced 56,597 5,312 0.13% 0.17% 761 -16,283 -22.34% Q4 2025 Feb 11, 2026
Brookstone Capital Management History Added to 44,182 5,309 0.06% 0.06% 762 +90 0.2% Q4 2025 Jan 15, 2026
Urban Financial Advisory Corp History Added to 44,001 5,287 2.08% 2.09% 763 +6,302 16.72% Q4 2025 Feb 04, 2026
MIDDLETON & CO INC/MA History Added to 43,910 5,277 0.56% 0.56% 764 +185 0.42% Q4 2025 Jan 29, 2026
HM PAYSON & CO History Added to 43,731 5,255 0.07% 0.06% 765 +9,000 25.91% Q4 2025 Feb 12, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 43,587 5,238 3.73% 766 +43,587 New Q4 2025 Feb 13, 2026
Cooke Wealth Management, LLC History New 41,150 5,235 4.57% 767 +41,150 New Q4 2025 Jan 21, 2026
Capital Advantage, Inc. History Reduced 43,525 5,230 0.71% 0.79% 768 -573 -1.3% Q4 2025 Jan 07, 2026
Sandbox Financial Partners, LLC History Added to 43,395 5,215 1.44% 1.38% 769 +2,758 6.79% Q4 2025 Jan 07, 2026
MONTAG A & ASSOCIATES INC History Reduced 43,338 5,208 0.24% 0.24% 770 -652 -1.48% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History Added to 43,330 5,207 0.18% 0.16% 771 +4,582 11.83% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 43,279 5,201 0.07% 0.06% 773 +6,274 16.95% Q4 2025 Feb 10, 2026
Ameritas Investment Partners, Inc. History Added to 43,279 5,201 0.16% 0.15% 772 +856 2.02% Q4 2025 Feb 11, 2026
EWA, LLC History Added to 43,192 5,190 1.27% 1.35% 774 +2,043 4.96% Q4 2025 Feb 03, 2026
Leo Wealth, LLC History Added to 43,099 5,179 0.38% 0.65% 775 +777 1.84% Q4 2025 Jan 21, 2026
VISTA INVESTMENT MANAGEMENT History Added to 42,976 5,164 1.7% 1.77% 776 +367 0.86% Q4 2025 Feb 17, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 42,955 5,162 0.32% 0.44% 777 -8,152 -15.95% Q4 2025 Feb 11, 2026
MSH Capital Advisors LLC History Added to 42,723 5,134 1.1% 1.34% 778 +783 1.87% Q4 2025 Feb 09, 2026
COZAD ASSET MANAGEMENT INC History Reduced 42,687 5,130 0.4% 0.54% 779 -13,989 -24.68% Q4 2025 Feb 13, 2026
Astoria Strategic Wealth, Inc. History Added to 42,682 5,129 1.29% 1.15% 780 +4,396 11.48% Q4 2025 Feb 05, 2026
Wealth Enhancement Trust Services, Inc. History New 42,621 5,122 0.65% 781 +42,621 New Q4 2025 Jan 27, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 42,516 5,109 0.8% 0.87% 782 -2,011 -4.52% Q4 2025 Feb 11, 2026
Crestmont Private Wealth LLC History Reduced 42,499 5,107 1.66% 1.68% 783 -274 -0.64% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Added to 42,488 5,106 0.16% 0.15% 784 +3,110 7.9% Q4 2025 Jan 06, 2026
PALISADE CAPITAL MANAGEMENT, LP History Added to 42,465 5,103 0.15% 0.05% 785 +27,023 175.0% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Added to 42,137 5,063 0.3% 0.24% 786 +3,864 10.1% Q4 2025 Feb 17, 2026
Global Trust Wealth Management LLC History New 41,716 5,013 3.71% 787 +41,716 New Q4 2025 Jan 28, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 41,522 4,990 0.16% 0.15% 788 +3,477 9.14% Q4 2025 Feb 13, 2026
ANB BANK History Reduced 41,527 4,990 1.98% 2.01% 789 -264 -0.63% Q4 2025 Feb 13, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 41,229 4,954 0.1% 0.06% 790 +17,225 71.76% Q4 2025 Feb 06, 2026
Mechanics Financial Corp History Added to 41,222 4,954 1.83% 1.85% 791 +231 0.56% Q4 2025 Jan 22, 2026
Wedmont Private Capital History Added to 39,980 4,946 0.17% 0.17% 792 +1,217 3.14% Q4 2025 Jan 08, 2026
Roehl & Yi Investment Advisors, LLC History New 41,106 4,940 1.96% 793 +41,106 New Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History Reduced 41,058 4,933 0.05% 0.05% 794 -2,294 -5.29% Q4 2025 Jan 23, 2026
Bigelow Investment Advisors, LLC History Reduced 41,006 4,928 1.92% 2.09% 795 -2,544 -5.84% Q4 2025 Jan 28, 2026
Betterment LLC History Added to 40,797 4,903 0.01% 0.01% 796 +834 2.09% Q4 2025 Feb 12, 2026
Colonial Trust Advisors History Added to 40,663 4,886 0.37% 0.36% 797 +893 2.25% Q4 2025 Feb 12, 2026
Centennial Bank/AR/ History Reduced 40,651 4,885 1.94% 1.95% 798 -1,025 -2.46% Q4 2025 Feb 17, 2026
MATHER GROUP, LLC. History Reduced 40,569 4,875 0.05% 0.05% 799 -1,491 -3.54% Q4 2025 Jan 13, 2026
Bauman Advisory Group, LLC History New 40,330 4,846 3.91% 800 +40,330 New Q4 2025 Feb 20, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 40,320 4,845 0.37% 0.27% 801 +8,404 26.33% Q4 2025 Jan 23, 2026
Verde Capital Management History Reduced 39,968 4,803 1.02% 1.08% 802 -1,047 -2.55% Q4 2025 Feb 06, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 39,912 4,796 1.07% 0.83% 804 +10,997 38.03% Q4 2025 Jan 09, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 39,907 4,796 0.33% 0.33% 803 -314 -0.78% Q4 2025 Jan 28, 2026
Palisade Asset Management, LLC History Added to 39,889 4,793 0.47% 0.42% 805 +1,701 4.45% Q4 2025 Feb 13, 2026
CreativeOne Wealth, LLC History Added to 39,809 4,784 0.12% 0.11% 806 +1,796 4.72% Q4 2025 Feb 13, 2026
PKO Investment Management Joint-Stock Co History No change 39,786 4,781 0.38% 0.4% 807 0 0.0% Q4 2025 Feb 02, 2026
Greenfield Savings Bank History Reduced 39,755 4,777 2.01% 2.0% 808 -170 -0.43% Q4 2025 Feb 02, 2026
Wellspring Financial Advisors, LLC History Reduced 408,650 4,741 0.37% 0.53% 809 -4,756 -1.15% Q4 2025 Feb 11, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 39,426 4,738 3.24% 1.66% 810 +20,700 110.54% Q4 2025 Feb 05, 2026
Element Wealth, LLC History Reduced 39,426 4,738 1.95% 2.1% 811 -1,206 -2.97% Q4 2025 Feb 13, 2026
MRP Capital Investments, LLC History Reduced 39,300 4,723 3.96% 3.71% 812 -193 -0.49% Q4 2025 Feb 09, 2026
Apollon Financial, LLC History Added to 39,010 4,688 0.68% 0.61% 813 +7,992 25.77% Q4 2025 Jan 22, 2026
Wescott Financial Advisory Group, LLC History Reduced 38,922 4,677 0.41% 0.42% 814 -45 -0.12% Q4 2025 Feb 12, 2026
Lee-Kelleher Wealth Management History Added to 38,911 4,676 2.79% 2.78% 815 +918 2.42% Q4 2025 Jan 14, 2026
Carl P. Sherr & Co., LLC History Reduced 36,725 4,665 2.08% 2.15% 816 -1,398 -3.67% Q4 2025 Feb 09, 2026
Convergence Financial, LLC History Added to 38,802 4,663 0.68% 0.42% 817 +15,248 64.74% Q4 2025 Feb 11, 2026
Transcendent Capital Group LLC History Reduced 38,737 4,655 2.11% 2.09% 818 -538 -1.37% Q4 2025 Jan 26, 2026
Glassy Mountain Advisors, Inc. History Added to 38,653 4,645 1.4% 1.35% 819 +991 2.63% Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 38,619 4,641 0.48% 0.62% 820 -5,845 -13.15% Q4 2025 Feb 13, 2026
Split Rock Private Trading & Wealth Management, LLC History New 38,525 4,629 3.71% 821 +38,525 New Q4 2025 Jan 23, 2026
WEDBUSH SECURITIES INC History Added to 38,460 4,622 0.13% 0.14% 822 +2,330 6.45% Q4 2025 Feb 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 37,786 4,598 0.31% 0.34% 823 -679 -1.77% Q4 2025 Jan 15, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 38,229 4,594 3.39% 3.28% 824 +2,242 6.23% Q4 2025 Jan 23, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 37,994 4,566 0.5% 0.51% 825 +353 0.94% Q4 2025 Jan 20, 2026
Lakeshore Financial Planning, Inc. History Added to 37,832 4,546 1.62% 1.65% 826 +358 0.96% Q4 2025 Feb 17, 2026
Madison Park Capital Advisors, LLC History Added to 37,790 4,541 3.69% 3.66% 827 +287 0.77% Q4 2025 Jan 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 37,594 4,518 0.29% 0.39% 828 -11,580 -23.55% Q4 2025 Jan 26, 2026
STERLING INVESTMENT ADVISORS LLC /ADV History Reduced 37,568 4,514 2.18% 2.24% 829 -450 -1.18% Q4 2025 Jan 14, 2026
Arrowroot Family Office, LLC History Added to 37,559 4,513 1.64% 1.7% 830 +1,775 4.96% Q4 2025 Feb 11, 2026
WOLFF WIESE MAGANA LLC History Added to 37,487 4,505 2.47% 2.42% 831 +1,500 4.17% Q4 2025 Jan 14, 2026
PEOPLES BANK /OH History Reduced 37,485 4,504 2.79% 2.77% 832 -505 -1.33% Q4 2025 Jan 29, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 37,460 4,501 1.24% 2.15% 833 -46,846 -55.57% Q4 2025 Feb 12, 2026
IMA Advisory Services, Inc. History Added to 37,398 4,494 0.43% 0.45% 834 +72 0.19% Q4 2025 Feb 11, 2026
AMARA FINANCIAL, LLC. History Added to 37,349 4,488 3.11% 2.19% 835 +12,354 49.43% Q4 2025 Feb 03, 2026
Affiance Financial, LLC History Added to 37,278 4,480 0.72% 0.74% 836 +3,087 9.03% Q4 2025 Jan 21, 2026
B. Riley Wealth Advisors, Inc. History Added to 37,166 4,466 0.21% 0.14% 837 +12,200 48.87% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Reduced 37,145 4,464 0.27% 0.28% 838 -3,128 -7.77% Q4 2025 Jan 30, 2026
SPINNAKER TRUST History Reduced 37,134 4,462 0.24% 0.24% 839 -10 -0.03% Q4 2025 Feb 10, 2026
Private Advisory Group LLC History Reduced 37,013 4,448 0.35% 0.38% 840 -1,558 -4.04% Q4 2025 Jan 15, 2026
Mitsubishi UFJ Asset Management (UK) Ltd. History No change 37,000 4,447 2.17% 2.12% 841 0 0.0% Q4 2025 Feb 06, 2026
INVENIO WEALTH PARTNERS LLC History Added to 36,865 4,430 1.65% 1.54% 842 +1,307 3.68% Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History Reduced 36,723 4,413 1.22% 1.59% 843 -1,751 -4.55% Q4 2025 Feb 05, 2026
CONQUIS FINANCIAL LLC History Added to 36,572 4,395 3.78% 3.94% 844 +1,578 4.51% Q4 2025 Feb 11, 2026
Adirondack Capital Advisors, LLC History New 36,462 4,381 2.95% 845 +36,462 New Q4 2025 Feb 03, 2026
Colonial Trust Co / SC History Added to 36,370 4,370 0.58% 0.55% 846 +1,953 5.67% Q4 2025 Feb 12, 2026
PFG Private Wealth Management, LLC History Added to 36,328 4,365 1.91% 0.14% 847 +33,739 1303.17% Q4 2025 Jan 15, 2026
Northstar Advisory Group, LLC History Added to 36,188 4,349 1.54% 0.26% 849 +30,824 574.65% Q4 2025 Jan 15, 2026
Meeder Advisory Services, Inc. History Added to 36,188 4,349 0.19% 0.19% 848 +1,595 4.61% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Added to 35,957 4,321 0.32% 0.31% 850 +1,848 5.42% Q4 2025 Jan 29, 2026
LEE DANNER & BASS INC History Reduced 35,928 4,317 0.31% 0.31% 851 -196 -0.54% Q4 2025 Jan 29, 2026
Winthrop Partners - WNY, LLC History New 35,795 4,301 2.32% 852 +35,795 New Q4 2025 Mar 12, 2026
MJT & Associates Financial Advisory Group, Inc. History Reduced 35,771 4,298 3.21% 3.5% 853 -487 -1.34% Q4 2025 Feb 10, 2026
Wick Capital Partners, LLC History Added to 35,634 4,282 0.77% 0.89% 854 +4,115 13.06% Q4 2025 Mar 02, 2026
Gateway Wealth Partners, LLC History Reduced 35,588 4,277 0.48% 0.59% 855 -932 -2.55% Q4 2025 Feb 11, 2026
Curat Global, LLC History Reduced 35,528 4,269 4.74% 5.0% 856 -9,318 -20.78% Q4 2025 Feb 06, 2026
MARVIN & PALMER ASSOCIATES INC History New 35,470 4,262 3.01% 857 +35,470 New Q4 2025 Feb 11, 2026
Summit Place Financial Advisors, LLC History Reduced 35,336 4,246 2.06% 2.03% 858 -977 -2.69% Q4 2025 Feb 02, 2026
WCG Wealth Advisors LLC History Added to 35,253 4,236 0.12% 0.14% 859 +16,623 89.23% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History Reduced 35,202 4,230 0.17% 0.21% 860 -9,241 -20.79% Q4 2025 Jan 14, 2026
Focus Financial Network, Inc. History Added to 35,162 4,225 0.15% 0.14% 861 +1,085 3.18% Q4 2025 Jan 12, 2026
BIRCHBROOK, INC. History Reduced 35,006 4,207 2.1% 2.19% 862 -671 -1.88% Q4 2025 Feb 04, 2026
Mutual Advisors, LLC History Reduced 34,945 4,199 0.09% 0.1% 863 -2,678 -7.12% Q4 2025 Feb 02, 2026
ST GERMAIN D J CO INC History Added to 34,849 4,188 0.16% 0.16% 864 +136 0.39% Q4 2025 Jan 29, 2026
Vickerman Investment Advisors, Inc. History Added to 34,825 4,185 0.84% 0.8% 865 +1,534 4.61% Q4 2025 Feb 12, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 34,811 4,183 0.13% 0.13% 866 +79 0.23% Q4 2025 Jan 14, 2026
WBH ADVISORY INC History Reduced 34,761 4,177 0.31% 0.32% 867 -484 -1.37% Q4 2025 Jan 26, 2026
LaSalle St. Investment Advisors, LLC History Reduced 34,484 4,144 0.67% 0.78% 868 -2,288 -6.22% Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History Added to 34,427 4,137 0.46% 0.43% 869 +3,618 11.74% Q4 2025 Jan 14, 2026
Annex Advisory Services, LLC History Reduced 34,373 4,130 0.08% 0.09% 870 -208 -0.6% Q4 2025 Jan 26, 2026
GARRISON POINT ADVISORS, LLC History Reduced 34,297 4,121 1.82% 1.74% 871 -669 -1.91% Q4 2025 Feb 13, 2026
Black Diamond Financial, LLC History Reduced 34,243 4,115 0.43% 0.47% 872 -1,296 -3.65% Q4 2025 Feb 03, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 34,025 4,089 0.59% 0.53% 873 +4,754 16.24% Q4 2025 Jan 23, 2026
Greykasell Wealth Strategies, Inc. History Reduced 34,007 4,086 1.61% 1.83% 874 -2,534 -6.93% Q4 2025 Feb 11, 2026
Retirement Planning Group, LLC History Reduced 33,860 4,069 0.13% 0.15% 875 -2,120 -5.89% Q4 2025 Feb 03, 2026
NEPC LLC History Added to 33,763 4,057 0.09% 0.11% 876 +131 0.39% Q4 2025 Feb 17, 2026
Canopy Partners, LLC History Reduced 33,667 4,046 1.32% 1.34% 877 -200 -0.59% Q4 2025 Feb 12, 2026
Jaffetilchin Investment Partners, LLC History Added to 33,611 4,039 0.24% 0.23% 878 +1,396 4.33% Q4 2025 Jan 15, 2026
Sage Mountain Advisors LLC History Reduced 33,524 4,028 0.21% 0.25% 879 -3,224 -8.77% Q4 2025 Jan 23, 2026
Evercore Wealth Management, LLC History Reduced 33,492 4,025 0.06% 0.06% 880 -3,173 -8.65% Q4 2025 Feb 17, 2026
Bay Capital Advisors, LLC History Added to 33,404 4,014 2.45% 2.57% 881 +122 0.37% Q4 2025 Jan 16, 2026
TSG Advice Partners, LLC History New 33,347 4,007 0.61% 882 +33,347 New Q4 2025 Feb 17, 2026
Quad-Cities Investment Group, LLC History Reduced 33,261 3,997 1.65% 1.69% 883 -62 -0.19% Q4 2025 Jan 14, 2026
United Bank History Reduced 33,167 3,986 1.35% 1.41% 884 -904 -2.65% Q4 2025 Feb 05, 2026
Stone Summit Wealth LLC History Reduced 33,044 3,971 1.08% 1.12% 885 -243 -0.73% Q4 2025 Jan 27, 2026
Vericrest Private Wealth History New 33,032 3,969 3.53% 887 +33,032 New Q4 2025 Mar 12, 2026
ADIRONDACK TRUST CO History Reduced 33,033 3,969 1.31% 1.36% 886 -1,136 -3.32% Q4 2025 Jan 08, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 32,983 3,963 1.32% 1.34% 888 +124 0.38% Q4 2025 Jan 22, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Added to 32,859 3,949 2.94% 2.98% 889 +165 0.5% Q4 2025 Jan 27, 2026
FIRST MANHATTAN CO. LLC. History Added to 32,849 3,947 0.01% 0.01% 890 +2,689 8.92% Q4 2025 Feb 17, 2026
Windsor Capital Management, LLC History Reduced 32,722 3,932 1.09% 1.13% 891 -1,871 -5.41% Q4 2025 Jan 15, 2026
Clear Creek Financial Management, LLC History Added to 32,672 3,926 0.32% 0.33% 892 +959 3.02% Q4 2025 Jan 23, 2026
SYNTAX RESEARCH, INC. History Added to 32,654 3,924 2.42% 2.49% 893 +14 0.04% Q4 2025 Feb 02, 2026
Post Resch Tallon Group Inc. History Added to 32,516 3,907 3.3% 2.93% 894 +4,656 16.71% Q4 2025 Jan 09, 2026
Alpha Financial Partners, LLC History Reduced 32,467 3,901 2.38% 2.58% 896 -913 -2.74% Q4 2025 Feb 10, 2026
Newton One Investments LLC History Added to 32,461 3,901 1.15% 1.12% 895 +693 2.18% Q4 2025 Jan 23, 2026
Neuberger Berman Group LLC History Added to 32,335 3,886 0.0% 0.0% 897 +5,804 21.88% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 32,297 3,881 0.04% 0.04% 898 +2,235 7.43% Q4 2025 Feb 06, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 32,286 3,880 0.16% 0.17% 899 -1,701 -5.0% Q4 2025 Feb 09, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 32,269 3,878 0.03% 0.01% 900 +19,297 148.76% Q4 2025 Feb 17, 2026
Koesten, Hirschmann & Crabtree, INC. History Reduced 32,149 3,863 1.9% 1.84% 901 -304 -0.94% Q4 2025 Feb 09, 2026
CAPE ANN SAVINGS BANK History Reduced 32,035 3,849 1.98% 2.04% 902 -95 -0.3% Q4 2025 Jan 28, 2026
Perennial Investment Advisors, LLC History Reduced 32,024 3,848 0.3% 0.36% 903 -4,844 -13.14% Q4 2025 Feb 17, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 31,990 3,845 0.11% 0.11% 904 +111 0.35% Q4 2025 Feb 06, 2026
FIRST HAWAIIAN BANK History Reduced 31,966 3,841 0.51% 0.64% 905 -9,893 -23.63% Q4 2025 Jan 05, 2026
Madden Advisory Services, Inc. History Added to 31,867 3,829 1.54% 1.45% 906 +269 0.85% Q4 2025 Feb 11, 2026
Hubbell Strickland Wealth Management, LLC History Added to 31,855 3,828 1.54% 1.55% 907 +166 0.52% Q4 2025 Jan 20, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 31,847 3,827 0.02% 0.02% 908 -287 -0.89% Q4 2025 Feb 09, 2026
VANGUARD GROUP INC History Added to 31,735 3,813 0.0% 0.0% 909 +675 2.17% Q4 2025 Jan 29, 2026
Capital Planning LLC History Added to 31,409 3,812 1.07% 1.05% 910 +1,152 3.81% Q4 2025 Jan 23, 2026
Granite FO LLC History Added to 31,655 3,804 2.03% 1.85% 912 +3,025 10.57% Q4 2025 Feb 06, 2026
Baron Financial Group, LLC History Reduced 31,657 3,804 2.04% 2.18% 911 -1,796 -5.37% Q4 2025 Jan 09, 2026
NTV ASSET MANAGEMENT LLC History Reduced 31,620 3,800 0.4% 0.67% 913 -19,828 -38.54% Q4 2025 Jan 20, 2026
Delta Wealth Advisors LLC History Reduced 31,606 3,798 3.18% 2.96% 914 -197 -0.62% Q4 2025 Jan 28, 2026
SG Americas Securities, LLC History Added to 31,369 3,770 0.0% 0.01% 915 +8,220 35.51% Q4 2025 Jan 09, 2026
Beaumont Financial Advisors, LLC History Reduced 31,369 3,769 0.25% 0.25% 916 -443 -1.39% Q4 2025 Jan 16, 2026
WealthCare Investment Partners, LLC History Added to 30,925 3,753 1.09% 1.18% 917 +453 1.49% Q4 2025 Jan 06, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 31,213 3,751 0.21% 0.23% 918 -2,217 -6.63% Q4 2025 Jan 13, 2026
VERUS WEALTH MANAGEMENT, LLC History Added to 31,212 3,751 3.5% 3.4% 919 +576 1.88% Q4 2025 Jan 16, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 31,201 3,750 0.07% 0.11% 920 -14,846 -32.24% Q4 2025 Feb 12, 2026
Variant Private Wealth, LLC History Reduced 31,196 3,749 3.9% 3.77% 921 -3,174 -9.23% Q4 2025 Jan 26, 2026
Vigilare Wealth Management History New 30,987 3,723 1.25% 922 +30,987 New Q4 2025 Jan 07, 2026
Biltmore Family Office, LLC History Added to 30,781 3,699 0.51% 0.52% 923 +223 0.73% Q4 2025 Feb 04, 2026
Fluent Financial, LLC History New 30,704 3,690 1.41% 924 +30,704 New Q4 2025 Jan 14, 2026
CENTRAL BANK & TRUST CO History Added to 30,703 3,689 0.57% 0.43% 925 +7,633 33.09% Q4 2025 Jan 09, 2026
Midwest Financial Group LLC History Reduced 30,600 3,677 1.62% 2.11% 926 -6,676 -17.91% Q4 2025 Jan 20, 2026
Advyzon Investment Management, LLC History Added to 30,535 3,669 0.43% 0.5% 927 +6,228 25.62% Q4 2025 Feb 13, 2026
Badgley Phelps Wealth Managers, LLC History Added to 30,509 3,666 0.07% 0.07% 928 +552 1.84% Q4 2025 Jan 28, 2026
AMG National Trust Bank History Reduced 30,317 3,643 0.09% 0.09% 929 -1,157 -3.68% Q4 2025 Jan 30, 2026
First Western Trust Bank History Reduced 30,271 3,637 0.18% 0.17% 930 -23 -0.08% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 30,188 3,628 0.27% 0.26% 931 +4,134 15.87% Q4 2025 Jan 07, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 30,156 3,624 0.23% 0.23% 932 +82 0.27% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 30,140 3,622 0.18% 0.15% 933 +8,774 41.07% Q4 2025 Jan 28, 2026
Vawter Financial, Ltd. History Reduced 30,125 3,620 1.53% 1.65% 934 -488 -1.59% Q4 2025 Feb 02, 2026
FAS Wealth Partners, Inc. History Added to 30,116 3,619 0.23% 0.24% 935 +52 0.17% Q4 2025 Feb 18, 2026
Corundum Trust Company, INC History Reduced 30,082 3,615 8.23% 8.27% 936 -2,016 -6.28% Q4 2025 Jan 20, 2026
Eley Financial Management, Inc History Added to 30,011 3,606 1.3% 1.26% 937 +556 1.89% Q4 2025 Feb 12, 2026
K2 PRINCIPAL FUND, L.P. History New 30,000 3,605 0.29% 938 +30,000 New Q4 2025 Feb 13, 2026
Endowment Wealth Management, Inc. History Added to 29,983 3,603 1.66% 1.31% 939 +5,780 23.88% Q4 2025 Feb 09, 2026
TRITONPOINT WEALTH, LLC History Reduced 29,888 3,591 0.36% 0.47% 940 -16,583 -35.68% Q4 2025 Jan 20, 2026
Journey Beyond Wealth, LLC History Reduced 29,859 3,588 2.85% 3.37% 941 -4,581 -13.3% Q4 2025 Jan 23, 2026
CENTAURUS FINANCIAL, INC. History Added to 29,779 3,579 0.16% 0.14% 942 +4,007 15.55% Q4 2025 Feb 13, 2026
ASL Financial, LLC History New 29,777 3,578 2.81% 943 +29,777 New Q4 2025 Jan 20, 2026
Rothschild Wealth LLC History Added to 29,739 3,573 0.34% 0.59% 944 +6,853 29.94% Q4 2025 Feb 17, 2026
FORTE ASSET MANAGEMENT LLC History Added to 29,702 3,569 1.62% 1.17% 945 +9,228 45.07% Q4 2025 Jan 16, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 29,669 3,565 0.42% 0.47% 946 -1,317 -4.25% Q4 2025 Jan 26, 2026
United Advisor Group, LLC History Reduced 29,641 3,562 0.44% 0.51% 947 -2,459 -7.66% Q4 2025 Jan 26, 2026
Kagan Cocozza Asset Management History Added to 29,614 3,558 2.53% 2.55% 948 +1,213 4.27% Q4 2025 Jan 23, 2026
Physician Wealth Advisors, Inc. History Added to 29,554 3,551 0.49% 0.5% 949 +8 0.03% Q4 2025 Jan 29, 2026
Diversified Trust Co History Added to 29,375 3,530 0.06% 0.07% 950 +79 0.27% Q4 2025 Jan 09, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 29,219 3,512 0.01% 0.0% 951 +27,634 1743.47% Q4 2025 Feb 13, 2026
Precision Wealth Strategies, LLC History Reduced 29,216 3,511 1.14% 1.26% 952 -3,367 -10.33% Q4 2025 Jan 30, 2026
VESTOR CAPITAL, LLC History Reduced 785 3,508 0.24% 0.21% 953 -27,133 -97.19% Q4 2025 Feb 11, 2026
Western Wealth Management, LLC History Added to 29,147 3,502 0.16% 0.15% 954 +5,620 23.89% Q4 2025 Feb 05, 2026
Bristlecone Value Partners, LLC History New 28,936 3,477 4.01% 955 +28,936 New Q4 2025 Feb 13, 2026
Aureum Wealth Management, LLC History New 28,890 3,472 3.22% 956 +28,890 New Q4 2025 Jan 28, 2026
Gryphon Financial Partners LLC History Added to 28,875 3,470 0.37% 0.39% 957 +391 1.37% Q4 2025 Jan 08, 2026
Asset Management Group, Inc. History Reduced 28,790 3,459 0.56% 0.56% 958 -246 -0.85% Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Added to 28,704 3,449 0.16% 0.15% 959 +1,300 4.74% Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 28,663 3,444 0.58% 960 +28,663 New Q4 2025 Feb 12, 2026
CoreFirst Bank & Trust History Reduced 28,605 3,437 1.86% 2.1% 961 -4,043 -12.38% Q4 2025 Feb 11, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 28,478 3,422 1.48% 1.62% 962 -12 -0.04% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Reduced 28,456 3,419 0.02% 0.02% 963 -411 -1.42% Q4 2025 Jan 26, 2026
Bryn Mawr Trust Advisors, LLC History Added to 28,393 3,412 0.16% 0.13% 964 +5,829 25.83% Q4 2025 Feb 04, 2026
Viewpoint Capital Management LLC History No change 28,269 3,397 1.47% 1.48% 965 0 0.0% Q4 2025 Feb 11, 2026
PCA Investment Advisory Services Inc. History Reduced 28,120 3,396 1.19% 1.42% 966 -4,094 -12.71% Q4 2025 Feb 10, 2026
Diversified Portfolios, Inc. History Added to 28,255 3,395 0.28% 0.27% 967 +2,233 8.58% Q4 2025 Feb 09, 2026
DBK Financial Counsel, LLC History Reduced 28,123 3,379 2.59% 2.81% 968 -24 -0.09% Q4 2025 Jan 26, 2026
Wiser Wealth Management, Inc History Added to 28,027 3,368 0.75% 0.74% 969 +695 2.54% Q4 2025 Jan 12, 2026
Arax Advisory Partners History New 28,018 3,367 0.1% 970 +28,018 New Q4 2025 Feb 13, 2026
Heartwood Wealth Advisors LLC History Added to 28,024 3,367 0.31% 0.29% 971 +2,201 8.52% Q4 2025 Jan 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 27,949 3,358 0.05% 0.06% 972 -5,055 -15.32% Q4 2025 Feb 09, 2026
SEI INVESTMENTS CO History Reduced 27,735 3,333 0.0% 0.0% 973 -8,151 -22.71% Q4 2025 Feb 13, 2026
OPTIMA CAPITAL LLC History Reduced 27,598 3,316 1.44% 1.66% 974 -1,129 -3.93% Q4 2025 Jan 23, 2026
Destiny Capital Corp/CO History Added to 27,451 3,299 1.7% 0.74% 975 +16,052 140.82% Q4 2025 Jan 23, 2026
JMG Financial Group, Ltd. History Added to 27,401 3,293 0.09% 0.09% 976 +292 1.08% Q4 2025 Feb 10, 2026
Jacobi Capital Management LLC History Reduced 27,365 3,288 0.19% 0.2% 978 -729 -2.59% Q4 2025 Feb 13, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 27,359 3,288 0.32% 0.33% 977 -350 -1.26% Q4 2025 Jan 20, 2026
Tilson Financial Group, Inc. History Reduced 27,343 3,286 1.01% 1.07% 979 -27 -0.1% Q4 2025 Feb 05, 2026
Abundance Wealth Counselors History Reduced 27,338 3,285 0.55% 0.58% 980 -1,280 -4.47% Q4 2025 Jan 26, 2026
Dynamic Advisor Solutions LLC History Added to 27,298 3,280 0.11% 0.08% 981 +5,328 24.25% Q4 2025 Jan 09, 2026
Coppell Advisory Solutions LLC History Added to 26,909 3,274 0.32% 0.26% 982 +6,153 29.64% Q4 2025 Feb 17, 2026
YANKCOM Partnership History Added to 27,249 3,274 1.39% 1.44% 983 +280 1.04% Q4 2025 Jan 20, 2026
Hi-Line Capital Management, LLC History Reduced 27,223 3,271 1.09% 1.75% 984 -19,462 -41.69% Q4 2025 Feb 06, 2026
New Hampshire Trust History Added to 27,209 3,269 0.64% 0.61% 985 +402 1.5% Q4 2025 Jan 29, 2026
Summit Wealth Partners, LLC History Reduced 27,192 3,267 0.6% 0.64% 986 -2,713 -9.07% Q4 2025 Jan 27, 2026
Keebeck Wealth Management History Added to 27,179 3,266 0.38% 0.38% 987 +315 1.17% Q4 2025 Feb 17, 2026
Gallagher Capital Advisors, LLC History New 27,106 3,257 2.1% 988 +27,106 New Q4 2025 Feb 12, 2026
Well Done, LLC History Added to 26,916 3,234 0.48% 0.54% 989 +66 0.25% Q4 2025 Jan 13, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 26,890 3,231 0.31% 0.31% 990 -164 -0.61% Q4 2025 Jan 23, 2026
Dunhill Financial, LLC History Reduced 26,839 3,225 0.79% 0.84% 991 -232 -0.86% Q4 2025 Jan 29, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 26,726 3,211 0.79% 0.8% 992 +24 0.09% Q4 2025 Feb 09, 2026
Breakwater Capital Group History Added to 26,631 3,200 0.45% 0.46% 993 +602 2.31% Q4 2025 Jan 09, 2026
Park Place Capital Corp History Reduced 26,554 3,191 0.66% 0.71% 994 -1,843 -6.49% Q4 2025 Jan 09, 2026
OKABENA INVESTMENT SERVICES INC History Added to 26,532 3,188 0.61% 0.59% 995 +797 3.1% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 26,372 3,169 2.75% 996 +26,372 New Q4 2025 Feb 10, 2026
SOA Wealth Advisors, LLC. History Reduced 26,320 3,163 0.53% 0.56% 997 -1,140 -4.15% Q4 2025 Jan 20, 2026
Lynch Investment Planning, LLC History New 26,221 3,151 3.02% 999 +26,221 New Q4 2025 Feb 24, 2026
Klaas Financial Asset Advisors, LLC History Added to 26,224 3,151 0.46% 0.46% 998 +526 2.05% Q4 2025 Jan 27, 2026
Mill Creek Capital Advisors, LLC History Added to 26,145 3,142 0.06% 0.06% 1000 +1,145 4.58% Q4 2025 Feb 13, 2026
Willis Johnson & Associates, Inc. History Reduced 26,094 3,135 0.19% 0.88% 1001 -92,965 -78.08% Q4 2025 Jan 22, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Reduced 26,066 3,132 2.59% 2.91% 1002 -3,805 -12.74% Q4 2025 Feb 13, 2026
Westmount Partners, LLC History Added to 26,052 3,130 0.78% 0.8% 1003 +79 0.3% Q4 2025 Jan 15, 2026
Koshinski Asset Management, Inc. History Reduced 26,041 3,129 0.2% 0.22% 1005 -1,164 -4.28% Q4 2025 Feb 03, 2026
FARMERS TRUST CO History Reduced 26,042 3,129 0.51% 0.55% 1004 -657 -2.46% Q4 2025 Jan 06, 2026
Provenance Wealth Advisors, LLC History Added to 26,009 3,125 0.35% 0.4% 1006 +55 0.21% Q4 2025 Jan 26, 2026
Laird Norton Wetherby Trust Company, LLC History New 25,983 3,122 0.06% 1007 +25,983 New Q4 2025 Feb 17, 2026
Emerald Advisors, LLC History Reduced 25,979 3,122 0.42% 0.61% 1008 -12,654 -32.75% Q4 2025 Jan 27, 2026
Cornerstone Wealth Management, LLC History Reduced 25,971 3,121 0.16% 0.17% 1009 -168 -0.64% Q4 2025 Feb 05, 2026
ETF Portfolio Partners, Inc. History Added to 25,966 3,120 0.8% 0.81% 1010 +345 1.35% Q4 2025 Jan 20, 2026
United Community Bank History Added to 25,889 3,111 1.18% 0.88% 1011 +2,044 8.57% Q4 2025 Jan 30, 2026
Verdence Capital Advisors LLC History Reduced 25,879 3,110 0.18% 0.25% 1012 -10,495 -28.85% Q4 2025 Jan 29, 2026
Providence Capital Advisors, LLC History Added to 25,883 3,110 0.52% 0.53% 1013 +203 0.79% Q4 2025 Feb 12, 2026
TPG Advisors LLC History Reduced 25,813 3,102 1.93% 2.04% 1014 -256 -0.98% Q4 2025 Jan 21, 2026
Wealthquest Corp History Reduced 25,787 3,099 0.23% 0.25% 1016 -542 -2.06% Q4 2025 Feb 09, 2026
Essex Financial Services, Inc. History Added to 25,789 3,099 0.18% 0.18% 1015 +56 0.22% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 25,649 3,082 0.15% 0.16% 1017 -2,440 -8.69% Q4 2025 Jan 20, 2026
John W. Brooker & Co., CPAs History Reduced 25,563 3,072 5.5% 6.61% 1018 -1,825 -6.66% Q4 2025 Jan 13, 2026
BALANCED WEALTH GROUP LLC History Reduced 25,531 3,042 1.11% 1.24% 1019 -1 -0.0% Q4 2025 Jan 13, 2026
Fortress Financial Solutions, LLC History Reduced 25,072 3,013 3.08% 3.45% 1020 -1,601 -6.0% Q4 2025 Jan 23, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 24,988 3,003 0.33% 0.35% 1021 -872 -3.37% Q4 2025 Jan 26, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History Reduced 24,870 2,988 0.82% 0.91% 1022 -1,429 -5.43% Q4 2025 Jan 26, 2026
Golden State Wealth Management, LLC History Reduced 24,774 2,977 0.31% 0.33% 1023 -314 -1.25% Q4 2025 Feb 13, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Reduced 24,677 2,965 1.15% 1.16% 1024 -260 -1.04% Q4 2025 Jan 21, 2026
OBSIDIAN CIO, LLC History Reduced 24,649 2,962 4.39% 4.31% 1025 -251,794 -91.08% Q4 2025 Feb 18, 2026
HICKS CAPITAL MANAGEMENT LLC History Added to 24,630 2,960 2.98% 4.78% 1026 +44 0.18% Q4 2025 Feb 05, 2026
ZACKS INVESTMENT MANAGEMENT History New 24,556 2,951 0.02% 1027 +24,556 New Q4 2025 Feb 17, 2026
Westside Investment Management, Inc. History Added to 24,389 2,931 0.47% 0.46% 1028 +29 0.12% Q4 2025 Jan 23, 2026
WEALTH ALLIANCE, LLC History Reduced 24,317 2,922 0.29% 0.3% 1029 -624 -2.5% Q4 2025 Feb 13, 2026
SHUFRO ROSE & CO LLC History Added to 24,277 2,917 0.2% 0.18% 1030 +3,608 17.46% Q4 2025 Feb 09, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 24,200 2,908 0.01% 0.01% 1031 -100 -0.41% Q4 2025 Feb 17, 2026
Municipal Employees' Retirement System of Michigan History No change 24,129 2,900 0.03% 0.03% 1032 0 0.0% Q4 2025 Feb 06, 2026
Quotient Wealth Partners, LLC History Reduced 24,115 2,898 0.08% 1.82% 1033 -533,961 -95.68% Q4 2025 Jan 22, 2026
CVA Family Office, LLC History Reduced 24,042 2,889 0.33% 0.38% 1034 -850 -3.41% Q4 2025 Jan 12, 2026
Sepio Capital, LP History Added to 23,932 2,876 0.16% 0.11% 1035 +8,055 50.73% Q4 2025 Feb 12, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 23,850 2,866 0.83% 0.84% 1036 0 0.0% Q4 2025 Feb 04, 2026
GAMMA Investing LLC History Added to 23,841 2,865 0.14% 0.14% 1037 +1,770 8.02% Q4 2025 Jan 05, 2026
UNION SAVINGS BANK History New 23,785 2,858 1.24% 1038 +23,785 New Q4 2025 Mar 06, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 23,668 2,844 0.39% 0.58% 1039 -7,850 -24.91% Q4 2025 Jan 23, 2026
Montis Financial, LLC History Added to 23,594 2,835 0.56% 0.64% 1040 +326 1.4% Q4 2025 Feb 11, 2026
Keystone Financial Group History Reduced 23,560 2,831 0.21% 0.23% 1041 -1,332 -5.35% Q4 2025 Feb 06, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 23,504 2,824 0.27% 0.28% 1042 -1 -0.0% Q4 2025 Jan 20, 2026
Southeast Asset Advisors, LLC History Reduced 23,471 2,820 0.27% 0.31% 1043 -732 -3.02% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 23,388 2,811 0.17% 0.15% 1044 +3,451 17.31% Q4 2025 Feb 13, 2026
HUB Investment Partners, LLC History Added to 23,381 2,809 0.07% 0.09% 1045 +773 3.42% Q4 2025 Feb 17, 2026
Woodside Wealth Management LLC History Added to 23,361 2,807 2.1% 2.17% 1046 +137 0.59% Q4 2025 Jan 30, 2026
Greenwich Wealth Management LLC History Added to 23,316 2,802 0.12% 0.14% 1047 +5 0.02% Q4 2025 Feb 10, 2026
Allegheny Financial Group History Added to 23,286 2,798 0.41% 0.24% 1048 +12,638 118.69% Q4 2025 Feb 02, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 23,195 2,787 1.08% 1.04% 1049 +377 1.65% Q4 2025 Feb 13, 2026
Lionsbridge Wealth Management LLC History Reduced 23,168 2,784 2.82% 3.25% 1050 -4,644 -16.7% Q4 2025 Jan 26, 2026
Goldstone Financial Group, LLC History Added to 23,150 2,782 0.31% 0.29% 1051 +2,178 10.39% Q4 2025 Feb 13, 2026
McGlone Suttner Wealth Management, Inc. History Added to 23,139 2,780 0.37% 0.36% 1052 +1,717 8.02% Q4 2025 Jan 15, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 23,114 2,777 0.45% 0.52% 1054 -1,694 -6.83% Q4 2025 Feb 11, 2026
Newman Dignan & Sheerar, Inc. History Reduced 23,109 2,777 0.58% 0.59% 1053 -65 -0.28% Q4 2025 Jan 22, 2026
Busey Bank History Added to 23,067 2,772 0.07% 0.07% 1055 +1,454 6.73% Q4 2025 Jan 27, 2026
One Capital Management, LLC History Reduced 22,960 2,759 0.08% 0.21% 1056 -32,202 -58.38% Q4 2025 Feb 10, 2026
Allspring Global Investments Holdings, LLC History Reduced 22,723 2,757 0.0% 0.0% 1057 -1,894 -7.69% Q4 2025 Jan 15, 2026
SYON CAPITAL LLC History Added to 22,821 2,742 0.14% 0.14% 1058 +251 1.11% Q4 2025 Feb 11, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 22,752 2,734 1.56% 1.53% 1060 +895 4.09% Q4 2025 Jan 15, 2026
Tradition Wealth Management, LLC History Added to 22,755 2,734 0.2% 0.2% 1059 +108 0.48% Q4 2025 Feb 11, 2026
PFG Advisors History Reduced 22,635 2,720 0.13% 0.12% 1061 -1,016 -4.3% Q4 2025 Jan 27, 2026
BridgePort Financial Solutions, LLC History Reduced 22,585 2,714 0.73% 0.74% 1062 -453 -1.97% Q4 2025 Jan 16, 2026
Central Pacific Bank - Trust Division History Added to 22,582 2,713 0.33% 0.27% 1063 +3,514 18.43% Q4 2025 Jan 07, 2026
Strive Financial Group ,LLC History New 22,565 2,711 1.34% 1064 +22,565 New Q4 2025 Feb 18, 2026
Blue Line Capital, LLC / IL History New 22,478 2,701 3.19% 1065 +22,478 New Q4 2025 Feb 17, 2026
CM WEALTH ADVISORS LLC History Added to 22,424 2,694 0.61% 0.66% 1066 +1,476 7.05% Q4 2025 Jan 26, 2026
Armbruster Capital Management, Inc. History Reduced 22,398 2,691 0.45% 0.47% 1067 -602 -2.62% Q4 2025 Jan 23, 2026
FourThought Financial Partners, LLC History Added to 22,365 2,687 0.23% 0.19% 1068 +4,470 24.98% Q4 2025 Feb 06, 2026
RoundAngle Advisors LLC History Added to 22,365 2,687 1.96% 1.9% 1069 +1,725 8.36% Q4 2025 Jan 12, 2026
Rialto Wealth Management, LLC History No change 22,362 2,687 0.64% 0.69% 1070 0 0.0% Q4 2025 Jan 12, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 22,346 2,685 0.29% 0.32% 1071 -1,101 -4.7% Q4 2025 Feb 18, 2026
RVW Wealth, LLC History Reduced 22,328 2,683 0.2% 0.21% 1072 -164 -0.73% Q4 2025 Jan 12, 2026
Midwest Professional Planners, LTD. History Reduced 22,285 2,678 0.63% 0.65% 1073 -212 -0.94% Q4 2025 Feb 06, 2026
HRT FINANCIAL LP History Added to 22,273 2,676 0.01% 0.0% 1074 +13,410 151.3% Q4 2025 Feb 12, 2026
Pines Wealth Management, LLC History Added to 22,130 2,659 0.86% 0.84% 1075 +1,103 5.25% Q4 2025 Feb 02, 2026
Innovative Wealth Building LLC History Added to 22,115 2,657 1.94% 2.02% 1076 +313 1.44% Q4 2025 Feb 17, 2026
Keenan, LLC History New 22,038 2,648 2.33% 1077 +22,038 New Q4 2025 Mar 04, 2026
VeraBank, N.A. History No change 22,008 2,644 0.48% 0.49% 1078 0 0.0% Q4 2025 Feb 11, 2026
Wealth Management Partners, LLC History Reduced 21,985 2,642 0.75% 0.91% 1079 -2,204 -9.11% Q4 2025 Jan 12, 2026
CRA Financial Services, LLC History Reduced 21,899 2,631 0.34% 0.37% 1080 -952 -4.17% Q4 2025 Jan 16, 2026
Glen Eagle Advisors, LLC History Reduced 21,867 2,628 0.36% 0.38% 1081 -922 -4.05% Q4 2025 Feb 13, 2026
BROWN WEALTH MANAGEMENT, LLC History New 21,864 2,627 0.69% 1083 +21,864 New Q4 2025 Feb 06, 2026
ARVEST INVESTMENTS, INC. History New 21,863 2,627 0.37% 1082 +21,863 New Q4 2025 Jan 20, 2026
CULBERTSON A N & CO INC History Reduced 21,821 2,622 0.36% 0.37% 1084 -109 -0.5% Q4 2025 Jan 21, 2026
StoneX Group Inc. History Reduced 21,606 2,607 0.11% 0.12% 1085 -888 -3.95% Q4 2025 Feb 12, 2026
FINANCIAL COUNSELORS INC History Added to 21,670 2,604 3.61% 2.19% 1086 +7,792 56.15% Q4 2025 Feb 03, 2026
UNIVEST FINANCIAL Corp History Reduced 21,598 2,595 0.14% 0.14% 1087 -157 -0.72% Q4 2025 Feb 04, 2026
Argyle Capital Partners, LLC History Reduced 21,591 2,594 1.9% 1.94% 1088 -1,128 -4.97% Q4 2025 Feb 17, 2026
DAVIS R M INC History Reduced 21,495 2,583 0.04% 0.05% 1089 -739 -3.32% Q4 2025 Feb 12, 2026
Quest 10 Wealth Builders, Inc. History Added to 21,491 2,582 2.31% 2.35% 1090 +58 0.27% Q4 2025 Jan 29, 2026
Marin Bay Wealth Advisors, LLC History New 21,324 2,562 1.47% 1091 +21,324 New Q4 2025 Feb 17, 2026
GW&K Investment Management, LLC History Added to 21,308 2,561 0.02% 0.02% 1092 +2,695 14.48% Q4 2025 Feb 11, 2026
Family Office Research LLC History Added to 20,860 2,556 1.04% 1.08% 1093 +118 0.57% Q4 2025 Feb 09, 2026
Independent Family Office, LLC History Added to 21,267 2,555 1.07% 1.06% 1095 +210 1.0% Q4 2025 Feb 13, 2026
TruNorth Capital Management, LLC History No change 21,260 2,555 0.48% 0.5% 1094 0 0.0% Q4 2025 Feb 11, 2026
Capital Squared Financial LLC History Added to 21,239 2,552 1.99% 1.64% 1096 +5,346 33.64% Q4 2025 Apr 17, 2026
Inspire Advisors, LLC History Added to 21,225 2,550 0.23% 0.21% 1098 +2,413 12.83% Q4 2025 Feb 13, 2026
Balentine LLC History Reduced 21,225 2,550 0.1% 0.1% 1097 -1,076 -4.82% Q4 2025 Feb 02, 2026
Smartleaf Asset Management LLC History Reduced 20,899 2,543 0.1% 0.17% 1099 -1,944 -8.51% Q4 2025 Feb 13, 2026
Heritage Wealth Management, Inc./Texas History Reduced 21,096 2,535 1.1% 1.31% 1100 -3,890 -15.57% Q4 2025 Feb 09, 2026
NIXON PEABODY TRUST CO History Reduced 21,045 2,529 0.19% 0.19% 1101 -950 -4.32% Q4 2025 Feb 06, 2026
Elm Partners Management LLC History Added to 21,045 2,529 0.11% 0.12% 1102 +756 3.73% Q4 2025 Feb 10, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 20,993 2,522 0.15% 0.16% 1103 -538 -2.5% Q4 2025 Feb 10, 2026
Pinnacle Bancorp, Inc. History Added to 20,982 2,521 0.74% 0.73% 1104 +43 0.21% Q4 2025 Jan 22, 2026
Astra Wealth Partners LLC History Added to 20,944 2,517 1.48% 1.58% 1105 +999 5.01% Q4 2025 Feb 02, 2026
Evanson Asset Management, LLC History Added to 20,850 2,505 0.14% 0.14% 1106 +570 2.81% Q4 2025 Jan 12, 2026
Chevy Chase Trust Holdings, LLC History Added to 20,837 2,504 0.01% 0.01% 1107 +1,179 6.0% Q4 2025 Feb 13, 2026
Lewis Asset Management, LLC History Reduced 20,691 2,486 1.01% 1.07% 1108 -1,194 -5.46% Q4 2025 Jan 15, 2026
NOVEM GROUP History Reduced 20,659 2,482 0.29% 0.29% 1109 -258 -1.23% Q4 2025 Jan 27, 2026
Venturi Wealth Management, LLC History Reduced 20,503 2,463 0.11% 0.13% 1110 -2,726 -11.74% Q4 2025 Jan 22, 2026
Narwhal Capital Management History Reduced 20,450 2,457 0.18% 0.18% 1111 -91 -0.44% Q4 2025 Jan 30, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 20,410 2,452 0.03% 0.03% 1112 -1,505 -6.87% Q4 2025 Feb 10, 2026
Peterson Wealth Advisors, LLC History Added to 20,395 2,451 0.33% 0.36% 1113 +102 0.5% Q4 2025 Jan 09, 2026
David J Yvars Group History Added to 20,371 2,448 1.3% 1.26% 1114 +591 2.99% Q4 2025 Jan 12, 2026
Novak & Powell Financial Services, Inc. History Added to 20,370 2,448 1.28% 1.27% 1115 +59 0.29% Q4 2025 Feb 10, 2026
CHAPIN DAVIS, INC. History Reduced 20,293 2,438 0.57% 0.59% 1116 -66 -0.32% Q4 2025 Jan 30, 2026
AMES NATIONAL CORP History Added to 20,276 2,436 1.43% 1.29% 1117 +2,035 11.16% Q4 2025 Feb 13, 2026
Intrinsic Value Partners, LLC History Added to 20,236 2,431 1.82% 1.51% 1118 +4,510 28.68% Q4 2025 Jan 21, 2026
AGF MANAGEMENT LTD History Reduced 20,200 2,427 0.01% 0.01% 1119 -115 -0.57% Q4 2025 Feb 17, 2026
Fort Point Capital Partners LLC History Added to 18,689 2,411 0.27% 0.23% 1120 +2,597 16.14% Q4 2025 Feb 13, 2026
Game Plan Financial Advisors, LLC History Added to 19,980 2,401 0.97% 0.01% 1121 +19,826 12874.03% Q4 2025 Jan 14, 2026
Dana Investment Advisors, Inc. History Added to 19,969 2,399 0.07% 0.07% 1122 +561 2.89% Q4 2025 Feb 05, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 19,815 2,381 0.87% 0.98% 1123 +620 3.23% Q4 2025 Feb 12, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 19,811 2,380 0.93% 0.95% 1124 +44 0.22% Q4 2025 Jan 27, 2026
LOM Asset Management Ltd History Added to 19,754 2,374 0.69% 0.71% 1125 +270 1.39% Q4 2025 Jan 23, 2026
Ascent Group, LLC History Added to 19,699 2,367 0.08% 0.07% 1126 +2,218 12.69% Q4 2025 Jan 20, 2026
Mechanics Bank Trust Department History Added to 19,596 2,355 0.31% 0.31% 1127 +813 4.33% Q4 2025 Jan 14, 2026
Ullmann Wealth Partners Group, LLC History Reduced 19,989 2,354 0.24% 0.26% 1128 -349 -1.72% Q4 2025 Feb 12, 2026
SENTINEL WEALTH MANAGEMENT, INC. History Added to 19,572 2,352 1.95% 1.86% 1129 +1,520 8.42% Q4 2025 Jan 08, 2026
Joel Isaacson & Co., LLC History Added to 19,525 2,346 0.08% 0.08% 1130 +274 1.42% Q4 2025 Jan 30, 2026
Invera Wealth Advisors, LLC History Reduced 19,508 2,344 1.48% 1.54% 1131 -1,493 -7.11% Q4 2025 Jan 23, 2026
Franklin, Parlapiano, Turner & Welch, LLC History No change 18,211 2,342 0.58% 0.55% 1132 0 0.0% Q4 2025 Jan 22, 2026
Kovack Advisors, Inc. History Added to 19,479 2,340 0.11% 0.05% 1133 +14,578 297.45% Q4 2025 Feb 17, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 19,397 2,331 1.17% 0.94% 1134 +5,279 37.39% Q4 2025 Jan 23, 2026
Samalin Investment Counsel, LLC History Added to 19,371 2,327 0.83% 0.76% 1135 +815 4.39% Q4 2025 Jan 30, 2026
Narus Financial Partners, LLC History Reduced 19,364 2,327 0.64% 0.65% 1136 -551 -2.77% Q4 2025 Feb 09, 2026
TopTier Wealth Management, LLC History New 19,330 2,323 1.58% 1137 +19,330 New Q4 2025 Feb 12, 2026
Revolve Wealth Partners, LLC History Reduced 19,310 2,320 0.27% 0.28% 1138 -546 -2.75% Q4 2025 Jan 20, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 19,301 2,319 0.67% 0.69% 1139 -129 -0.66% Q4 2025 Jan 20, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 19,201 2,307 0.17% 0.12% 1140 +5,406 39.19% Q4 2025 Feb 12, 2026
POWER WEALTH MANAGEMENT LLC History New 19,183 2,305 0.81% 1141 +19,183 New Q4 2025 Feb 17, 2026
Core Wealth Advisors, Inc. History Added to 19,118 2,297 0.6% 0.54% 1142 +1,564 8.91% Q4 2025 Feb 17, 2026
SOL Capital Management CO History Added to 19,101 2,296 0.21% 0.16% 1143 +3,645 23.58% Q4 2025 Jan 30, 2026
BXM Wealth LLC History New 19,101 2,295 1.77% 1144 +19,101 New Q4 2025 Jan 20, 2026
Secure Asset Management, LLC History Reduced 19,063 2,290 0.36% 0.4% 1145 -1,563 -7.58% Q4 2025 Jan 20, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 18,992 2,282 0.26% 0.29% 1147 -85 -0.45% Q4 2025 Feb 17, 2026
STALEY CAPITAL ADVISERS INC History No change 18,991 2,282 0.09% 0.09% 1146 0 0.0% Q4 2025 Feb 05, 2026
Harbour Capital Advisors, LLC History Added to 18,774 2,278 0.46% 0.44% 1148 +758 4.21% Q4 2025 Jan 07, 2026
EQ LLC History Reduced 18,747 2,253 0.65% 2.27% 1149 -37,518 -66.68% Q4 2025 Feb 10, 2026
EVOKE WEALTH, LLC History Added to 18,677 2,244 0.04% 0.04% 1150 +96 0.52% Q4 2025 Feb 06, 2026
Foundation Wealth Management, LLC\PA History Reduced 18,670 2,243 0.81% 0.99% 1151 -2,787 -12.99% Q4 2025 Jan 15, 2026
Flavin Financial Services, Inc. History Added to 18,630 2,238 1.53% 1.57% 1152 +78 0.42% Q4 2025 Feb 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 18,603 2,235 0.03% 0.05% 1153 -7,279 -28.12% Q4 2025 Feb 12, 2026
WORLD EQUITY GROUP, INC. History Added to 18,534 2,227 0.62% 0.49% 1154 +290 1.59% Q4 2025 Jan 12, 2026
SHELTON WEALTH MANAGEMENT, LLC History Reduced 18,537 2,227 0.95% 1.01% 1155 -232 -1.24% Q4 2025 Jan 26, 2026
Kassira Wealth Management LLC History Added to 18,537 2,227 2.11% 2.12% 1156 +11 0.06% Q4 2025 Feb 03, 2026
Intrua Financial, LLC History Reduced 18,452 2,217 0.23% 0.24% 1157 -478 -2.53% Q4 2025 Feb 05, 2026
Tranquility Partners, LLC History Reduced 18,420 2,213 0.8% 0.74% 1158 -75 -0.41% Q4 2025 Feb 03, 2026
JT Stratford LLC History Reduced 18,414 2,212 0.28% 1.57% 1159 -79,976 -81.28% Q4 2025 Feb 12, 2026
Missouri Trust & Investment Co History Added to 18,373 2,208 0.65% 0.64% 1160 +200 1.1% Q4 2025 Feb 13, 2026
Expressive Wealth LLC History New 18,324 2,202 2.38% 1161 +18,324 New Q4 2025 Feb 09, 2026
DELTA FINANCIAL ADVISORS LLC History Reduced 18,298 2,198 0.57% 0.62% 1162 -94 -0.51% Q4 2025 Feb 06, 2026
STEPH & CO History Reduced 18,281 2,197 0.63% 0.66% 1163 -13 -0.07% Q4 2025 Jan 23, 2026
GC Wealth Management RIA, LLC History Reduced 18,255 2,193 0.08% 0.11% 1164 -9,307 -33.77% Q4 2025 Jan 30, 2026
Sage Financial Management Group, Inc. History No change 18,222 2,189 0.67% 0.69% 1165 0 0.0% Q4 2025 Feb 05, 2026
Affinity Capital Advisors, LLC History No change 18,219 2,189 0.3% 0.33% 1166 0 0.0% Q4 2025 Jan 09, 2026
SevenBridge Financial Group, LLC History Reduced 17,075 2,188 0.35% 0.35% 1167 -640 -3.61% Q4 2025 Feb 02, 2026
Talisman Wealth Advisors LLC History Reduced 18,159 2,184 1.7% 1.98% 1168 -1,920 -9.56% Q4 2025 Feb 20, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 18,129 2,178 0.3% 0.58% 1169 -16,228 -47.23% Q4 2025 Jan 23, 2026
Plancorp, LLC History Reduced 18,007 2,164 0.07% 0.07% 1170 -1,046 -5.49% Q4 2025 Feb 05, 2026
Diversify Advisory Services, LLC History Reduced 16,801 2,161 0.07% 0.07% 1171 -222 -1.3% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Added to 17,898 2,151 0.02% 0.02% 1172 +6,028 50.78% Q4 2025 Jan 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 17,847 2,144 0.48% 0.53% 1173 -1,210 -6.35% Q4 2025 Jan 12, 2026
Obermeyer Wealth Partners History Reduced 17,828 2,142 0.1% 0.1% 1174 -171 -0.95% Q4 2025 Jan 29, 2026
McNamara Financial Services, Inc. History Reduced 17,813 2,140 0.41% 1.15% 1175 -34,138 -65.71% Q4 2025 Jan 21, 2026
Urban Wealth Management, LLC History New 17,807 2,140 1.99% 1176 +17,807 New Q4 2025 Jan 30, 2026
Roberts Wealth Advisors, LLC History Reduced 17,771 2,135 0.56% 0.58% 1177 -638 -3.47% Q4 2025 Jan 13, 2026
Mann Financial Group, Inc. History Added to 17,733 2,131 2.06% 1.95% 1178 +1,149 6.93% Q4 2025 Feb 09, 2026
Coastline Trust Co History Reduced 17,723 2,129 0.2% 0.31% 1179 -6,545 -26.97% Q4 2025 Jan 05, 2026
Dougherty Wealth Advisers LLC History No change 17,711 2,128 1.2% 1.36% 1180 0 0.0% Q4 2025 Jan 29, 2026
PFG Investments, LLC History Added to 17,648 2,120 0.1% 0.1% 1181 +721 4.26% Q4 2025 Jan 26, 2026
JSF Financial, LLC History Reduced 17,628 2,118 0.44% 0.49% 1182 -799 -4.34% Q4 2025 Feb 04, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 17,579 2,112 1.57% 1.62% 1183 +439 2.56% Q4 2025 Jan 14, 2026
RENAISSANCE TECHNOLOGIES LLC History New 17,500 2,103 0.0% 1184 +17,500 New Q4 2025 Feb 12, 2026
Stratos Investment Management, LLC History Reduced 17,474 2,100 0.08% 0.09% 1185 -1,359 -7.22% Q4 2025 Jan 20, 2026
SBI Securities Co., Ltd. History Reduced 17,434 2,095 0.05% 0.05% 1186 -147 -0.84% Q4 2025 Feb 03, 2026
Zhang Financial LLC History Added to 17,406 2,091 0.08% 0.08% 1187 +522 3.09% Q4 2025 Feb 10, 2026
VIAWEALTH, LLC History Reduced 17,318 2,081 1.17% 1.34% 1188 -3,372 -16.3% Q4 2025 Feb 10, 2026
Kohmann Bosshard Financial Services, LLC History Reduced 17,306 2,079 0.19% 0.21% 1189 -314 -1.78% Q4 2025 Jan 30, 2026
FRG Family Wealth Advisors LLC History Added to 17,277 2,076 0.32% 0.27% 1190 +3,136 22.18% Q4 2025 Jan 21, 2026
TRUE Private Wealth Advisors History Reduced 17,264 2,074 0.21% 0.21% 1191 -427 -2.41% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 17,202 2,067 0.03% 0.02% 1192 +2,190 14.59% Q4 2025 Feb 09, 2026
SWP FINANCIAL LLC History Added to 17,208 2,067 1.04% 1.03% 1193 +142 0.83% Q4 2025 Jan 16, 2026
Second Line Capital, LLC History Reduced 17,198 2,066 0.42% 0.46% 1194 -1,636 -8.69% Q4 2025 Feb 17, 2026
Great Diamond Partners, LLC History Reduced 17,165 2,062 0.4% 0.4% 1195 -413 -2.35% Q4 2025 Feb 06, 2026
MEANS INVESTMENT CO., INC. History Reduced 17,137 2,059 0.17% 0.18% 1196 -617 -3.48% Q4 2025 Jan 26, 2026
Accurate Wealth Management, LLC History Added to 16,276 2,057 0.26% 0.24% 1197 +803 5.19% Q4 2025 Jan 14, 2026
Hilltop National Bank History Reduced 17,107 2,055 0.5% 0.52% 1198 -679 -3.82% Q4 2025 Jan 07, 2026
SCOTIA CAPITAL INC. History Added to 17,029 2,046 0.01% 0.01% 1199 +1,739 11.37% Q4 2025 Feb 12, 2026
Caprock Group, LLC History Reduced 16,961 2,038 0.04% 0.05% 1200 -1,845 -9.81% Q4 2025 Jan 28, 2026
EASTERN BANK History Added to 16,889 2,029 0.04% 0.03% 1201 +4,317 34.34% Q4 2025 Jan 14, 2026
Continuum Advisory, LLC History Reduced 16,845 2,024 0.2% 0.23% 1203 -1,177 -6.53% Q4 2025 Feb 11, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 16,843 2,024 0.13% 0.14% 1202 -290 -1.69% Q4 2025 Jan 27, 2026
BEARING POINT CAPITAL, LLC History Added to 16,733 2,010 0.31% 0.33% 1204 +650 4.04% Q4 2025 Feb 10, 2026
Joel Adams & Associates, Inc. History Added to 16,650 2,000 1.5% 1.54% 1205 +599 3.73% Q4 2025 Jan 27, 2026
Thrive Wealth Management, LLC History Added to 16,614 1,996 0.29% 0.29% 1206 +553 3.44% Q4 2025 Jan 12, 2026
Russell Investments Group, Ltd. History Added to 16,607 1,995 0.0% 0.0% 1207 +5,451 48.86% Q4 2025 Feb 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 16,518 1,985 0.13% 0.13% 1208 -40 -0.24% Q4 2025 Jan 23, 2026
RCW Management, LLC History New 16,507 1,983 2.0% 1210 +16,507 New Q4 2025 Jan 30, 2026
ROMAN BUTLER FULLERTON & CO History Added to 15,211 1,983 0.52% 0.48% 1209 +185 1.23% Q4 2025 Jan 26, 2026
Uniting Wealth Partners, LLC History Reduced 16,484 1,981 0.61% 0.46% 1211 -9 -0.05% Q4 2025 Feb 13, 2026
Indivisible Partners History New 16,481 1,980 0.21% 1212 +16,481 New Q4 2025 Feb 03, 2026
Capital Advisors, Ltd. LLC History Reduced 16,467 1,979 0.22% 0.24% 1213 -1,385 -7.76% Q4 2025 Jan 21, 2026
St. Clair Advisors, LLC History Added to 16,394 1,970 0.51% 0.48% 1214 +1,262 8.34% Q4 2025 Jan 20, 2026
LM Advisors LLC History Reduced 235 1,957 0.04% 0.03% 1215 -1,722 -87.99% Q4 2025 Feb 13, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 16,081 1,956 0.54% 0.59% 1216 -284 -1.74% Q4 2025 Jan 14, 2026
WealthShield Partners, LLC History Added to 16,273 1,955 0.22% 0.21% 1217 +562 3.58% Q4 2025 Feb 03, 2026
Forza Wealth Management, LLC History Reduced 16,186 1,945 0.7% 0.74% 1218 -67 -0.41% Q4 2025 Feb 02, 2026
BARCLAYS PLC History Reduced 16,166 1,942 0.0% 0.0% 1219 -4,882 -23.19% Q4 2025 Feb 13, 2026
CORA CAPITAL ADVISORS LLC History Reduced 16,151 1,940 0.76% 0.86% 1220 -806 -4.75% Q4 2025 Jan 28, 2026
First County Bank /CT/ History Reduced 16,064 1,930 1.01% 1.02% 1221 -745 -4.43% Q4 2025 Jan 14, 2026
High Net Worth Advisory Group LLC History Added to 16,011 1,924 0.44% 0.45% 1222 +334 2.13% Q4 2025 Jan 23, 2026
Bison Wealth, LLC History New 15,927 1,917 0.22% 1223 +15,927 New Q4 2025 Mar 24, 2026
Choate Investment Advisors History Reduced 15,861 1,906 0.04% 0.11% 1224 -27,766 -63.64% Q4 2025 Feb 09, 2026
Moors & Cabot, Inc. History Added to 15,857 1,905 0.08% 0.07% 1225 +1,738 12.31% Q4 2025 Feb 10, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 15,820 1,901 0.23% 0.23% 1227 +698 4.62% Q4 2025 Jan 15, 2026
Cadence Bank History Reduced 15,824 1,901 0.11% 0.12% 1226 -517 -3.16% Q4 2025 Jan 30, 2026
MidFirst Bank History New 15,807 1,899 0.15% 1228 +15,807 New Q4 2025 Feb 25, 2026
FULTON BANK, N.A. History Added to 15,784 1,896 0.07% 0.06% 1229 +2,469 18.54% Q4 2025 Jan 08, 2026
Alpine Bank Wealth Management History No change 15,772 1,895 0.27% 0.26% 1230 0 0.0% Q4 2025 Jan 15, 2026
Bank of Jackson Hole Trust History Added to 15,687 1,885 0.89% 0.91% 1231 +399 2.61% Q4 2025 Feb 12, 2026
Quadcap Wealth Management, LLC History Reduced 15,625 1,877 0.21% 0.22% 1232 -122 -0.77% Q4 2025 Jan 29, 2026
ROGCO, LP History Added to 15,598 1,874 0.62% 0.63% 1233 +530 3.52% Q4 2025 Jan 30, 2026
NISA INVESTMENT ADVISORS, LLC History New 15,443 1,855 0.01% 1234 +15,443 New Q4 2025 Jan 15, 2026
NBT BANK N A /NY History Added to 13,921 1,853 0.12% 0.12% 1235 +117 0.85% Q4 2025 Jan 23, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 15,425 1,853 1.1% 1.14% 1236 0 0.0% Q4 2025 Feb 13, 2026
RETIREMENT GUYS FORMULA LLC History Added to 15,476 1,851 0.84% 0.63% 1237 +347 2.29% Q4 2025 Jan 23, 2026
OpenArc Corporate Advisory, LLC History New 15,398 1,850 0.03% 1239 +15,398 New Q4 2025 Feb 13, 2026
Sunburst Financial Group, LLC History Reduced 15,396 1,850 0.37% 0.39% 1238 -43 -0.28% Q4 2025 Jan 21, 2026
Compass Wealth Management LLC History Reduced 15,393 1,849 0.46% 0.43% 1240 -759 -4.7% Q4 2025 Feb 11, 2026
Hudson Oak Wealth Advisory LLC History New 15,360 1,845 1.63% 1241 +15,360 New Q4 2025 Jan 23, 2026
Ramsay, Stattman, Vela & Price, Inc. History Added to 15,316 1,840 0.33% 0.27% 1242 +2,718 21.57% Q4 2025 Jan 23, 2026
ABLE Financial Group, LLC History Reduced 15,309 1,839 0.37% 0.39% 1243 -6 -0.04% Q4 2025 Jan 23, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 15,260 1,833 0.14% 0.17% 1244 -1,929 -11.22% Q4 2025 Feb 03, 2026
Cambridge Advisors Inc. History Added to 15,246 1,832 0.35% 0.32% 1245 +1,626 11.94% Q4 2025 Jan 21, 2026
Rockwood Wealth Management, LLC History Added to 15,203 1,827 0.14% 0.14% 1246 +59 0.39% Q4 2025 Jan 29, 2026
Grey Ledge Advisors, LLC History Reduced 15,179 1,824 0.41% 0.44% 1247 -985 -6.09% Q4 2025 Feb 05, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 15,164 1,822 0.54% 0.18% 1248 +10,254 208.84% Q4 2025 Jan 26, 2026
Penobscot Investment Management Company, Inc. History Reduced 15,129 1,818 0.14% 0.14% 1249 -160 -1.05% Q4 2025 Jan 27, 2026
Interchange Capital Partners, LLC History Added to 15,101 1,814 0.34% 0.35% 1250 +3 0.02% Q4 2025 Jan 30, 2026
Vise Technologies, Inc. History Added to 15,090 1,813 0.04% 0.03% 1251 +9,331 162.02% Q4 2025 Feb 11, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 14,530 1,812 0.27% 0.27% 1253 +7,265 100.0% Q4 2025 Jan 07, 2026
Colorado Capital Management, Inc. History Reduced 15,076 1,812 0.68% 0.71% 1252 -411 -2.65% Q4 2025 Jan 23, 2026
Financial Planning Hawaii, Inc. History New 15,063 1,810 1.04% 1254 +15,063 New Q4 2025 Jan 15, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 15,000 1,802 0.13% 0.14% 1255 -14 -0.09% Q4 2025 Feb 17, 2026
BlueSky Wealth Advisors, LLC History Reduced 14,792 1,777 0.23% 0.24% 1256 -469 -3.07% Q4 2025 Jan 26, 2026
Baldwin Investment Management, LLC History Reduced 14,778 1,776 0.2% 0.2% 1257 -150 -1.0% Q4 2025 Feb 13, 2026
Leverty Financial Group, LLC History Reduced 14,734 1,770 0.42% 0.63% 1258 -5,697 -27.88% Q4 2025 Jan 09, 2026
Carrera Capital Advisors History Added to 14,713 1,768 0.3% 0.31% 1259 +144 0.99% Q4 2025 Jan 30, 2026
TWO SIGMA SECURITIES, LLC History Added to 14,658 1,761 0.24% 0.22% 1260 +1,823 14.2% Q4 2025 Feb 17, 2026
FIDUCIARY ADVISORS, INC. History Added to 14,587 1,753 1.33% 1.39% 1261 +102 0.7% Q4 2025 Jan 27, 2026
Ethos Financial Group, LLC History Reduced 14,586 1,752 0.13% 0.14% 1262 -251 -1.69% Q4 2025 Jan 20, 2026
Hansen & Associates Financial Group, Inc. History Reduced 13,264 1,751 0.96% 7.05% 1263 -818 -5.81% Q4 2025 Feb 17, 2026
Intergy Private Wealth, LLC History Added to 14,545 1,748 0.53% 0.54% 1264 +81 0.56% Q4 2025 Jan 22, 2026
SWS Partners History Reduced 14,530 1,746 0.42% 0.42% 1265 -49 -0.34% Q4 2025 Jan 16, 2026
SeaBridge Investment Advisors LLC History No change 14,491 1,741 0.29% 0.28% 1266 0 0.0% Q4 2025 Jan 26, 2026
Ellevest, Inc. History Reduced 14,423 1,733 0.24% 0.25% 1267 -322 -2.18% Q4 2025 Feb 10, 2026
Grant Street Asset Management, Inc. History Reduced 14,413 1,732 0.35% 0.8% 1268 -17,641 -55.04% Q4 2025 Jan 28, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 14,371 1,727 1.15% 1.23% 1269 -27 -0.19% Q4 2025 Jan 07, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 14,353 1,724 0.58% 0.64% 1270 -1,293 -8.26% Q4 2025 Feb 06, 2026
Rathbones Group PLC History Reduced 14,338 1,723 0.01% 0.01% 1271 -20 -0.14% Q4 2025 Feb 06, 2026
Redwood Wealth Management Group, LLC History Reduced 14,253 1,712 0.72% 0.74% 1272 -482 -3.27% Q4 2025 Feb 03, 2026
Michael Brady & Co., LLC History New 14,126 1,697 1.69% 1273 +14,126 New Q4 2025 Jan 27, 2026
General Partner, Inc. History No change 14,115 1,696 0.96% 0.92% 1274 0 0.0% Q4 2025 Jan 06, 2026
Retirement Investment Advisors, Inc. History Reduced 14,098 1,694 0.14% 0.14% 1275 -566 -3.86% Q4 2025 Jan 21, 2026
Portland Global Advisors LLC History Added to 13,943 1,675 0.18% 0.18% 1276 +56 0.4% Q4 2025 Feb 10, 2026
Goldstein Advisors, LLC History Reduced 13,937 1,674 0.19% 0.21% 1277 -700 -4.78% Q4 2025 Feb 10, 2026
O'Brien Greene & Co. Inc History Reduced 13,926 1,673 0.5% 0.67% 1278 -4,525 -24.52% Q4 2025 Feb 05, 2026
Avion Wealth History No change 13,903 1,670 0.35% 0.35% 1279 0 0.0% Q4 2025 Jan 23, 2026
International Private Wealth Advisors LLC History Reduced 13,809 1,659 1.04% 1.03% 1281 -36 -0.26% Q4 2025 Jan 14, 2026
AWM CAPITAL, LLC History Added to 13,808 1,659 0.15% 0.15% 1280 +7 0.05% Q4 2025 Feb 17, 2026
American State Bank (Iowa) History Added to 13,796 1,658 0.8% 0.79% 1282 +674 5.14% Q4 2025 Apr 14, 2026
MKD WEALTH COACHES, LLC History Reduced 13,764 1,654 1.65% 1.63% 1283 -11 -0.08% Q4 2025 Jan 12, 2026
Argentarii, LLC History Added to 13,755 1,653 0.54% 0.37% 1284 +6,025 77.94% Q4 2025 Jan 13, 2026
Foster Victor Wealth Advisors, LLC History Reduced 12,841 1,651 0.1% 0.1% 1285 -477 -3.58% Q4 2025 Jan 26, 2026
Aaron Wealth Advisors LLC History Added to 13,719 1,648 0.09% 0.1% 1286 +31 0.23% Q4 2025 Jan 21, 2026
WP Advisors, LLC History Reduced 13,679 1,643 0.41% 0.41% 1287 -31 -0.23% Q4 2025 Jan 28, 2026
Olistico Wealth, LLC History Reduced 13,668 1,642 0.8% 1.78% 1288 -14,637 -51.71% Q4 2025 Jan 13, 2026
SEEDS INVESTOR LLC History Added to 13,655 1,641 0.31% 0.23% 1289 +4,508 49.28% Q4 2025 Jan 27, 2026
Wilkins Miller Wealth Management, LLC History Added to 13,643 1,639 0.98% 0.92% 1291 +1,025 8.12% Q4 2025 Jan 21, 2026
Peak Asset Management, LLC History No change 13,640 1,639 0.28% 0.28% 1290 0 0.0% Q4 2025 Feb 05, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 13,591 1,633 0.25% 0.27% 1292 -680 -4.76% Q4 2025 Jan 13, 2026
Eagle Strategies LLC History Added to 13,551 1,628 0.21% 0.21% 1293 +579 4.46% Q4 2025 Jan 23, 2026
Center for Financial Planning, Inc. History Added to 13,540 1,627 0.17% 0.17% 1294 +109 0.81% Q4 2025 Feb 05, 2026
Kellett Wealth Advisors, LLC History Added to 13,516 1,624 0.93% 0.96% 1295 +153 1.14% Q4 2025 Jan 23, 2026
Asset Dedication, LLC History Added to 13,472 1,619 0.11% 0.11% 1296 +63 0.47% Q4 2025 Jan 26, 2026
BRADY FAMILY WEALTH, LLC History Reduced 13,409 1,611 0.5% 0.51% 1297 -487 -3.5% Q4 2025 Jan 07, 2026
Olde Wealth Management, LLC History Reduced 13,398 1,610 0.5% 0.49% 1298 -5 -0.04% Q4 2025 Feb 12, 2026
M Holdings Securities, Inc. History New 13,387 1,609 0.12% 1299 +13,387 New Q4 2025 Feb 11, 2026
PW ADVISORS, LLC \ FL History New 13,372 1,607 1.29% 1301 +13,372 New Q4 2025 Feb 17, 2026
Edge Financial Advisors LLC History Added to 13,376 1,607 0.68% 0.71% 1300 +56 0.42% Q4 2025 Jan 28, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 13,367 1,606 0.18% 0.18% 1302 -13 -0.1% Q4 2025 Jan 08, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 13,348 1,604 0.08% 0.09% 1303 -274 -2.01% Q4 2025 Jan 26, 2026
Financial Partners Group, Inc History Added to 12,588 1,599 0.18% 0.18% 1304 +150 1.21% Q4 2025 Feb 03, 2026
KWB Wealth History Added to 13,267 1,594 0.15% 0.11% 1305 +4,505 51.42% Q4 2025 Jan 12, 2026
Yanni & Associates Investment Advisors, LLC History New 13,218 1,588 1.59% 1306 +13,218 New Q4 2025 Feb 06, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 13,185 1,584 0.74% 1.1% 1307 -5,849 -30.73% Q4 2025 Jan 15, 2026
Alpha Wealth Funds, LLC History Reduced 13,143 1,579 0.98% 1.15% 1308 -132 -0.99% Q4 2025 Feb 02, 2026
Darden Wealth Group Inc History Reduced 13,130 1,577 0.77% 0.86% 1309 -698 -5.05% Q4 2025 Feb 09, 2026
Lineweaver Wealth Advisors, LLC History Added to 13,063 1,569 0.21% 0.22% 1310 +707 5.72% Q4 2025 Jan 14, 2026
Nova R Wealth, Inc. History Reduced 12,961 1,557 0.57% 0.77% 1311 -2,316 -15.16% Q4 2025 Jan 14, 2026
LFG Wealth Partners, LLC History New 12,928 1,553 0.99% 1312 +12,928 New Q4 2025 Feb 17, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 12,862 1,545 1.13% 1.12% 1313 -71 -0.55% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Reduced 12,833 1,542 0.09% 0.09% 1314 -410 -3.1% Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History Reduced 12,801 1,538 0.51% 0.54% 1316 -583 -4.36% Q4 2025 Jan 23, 2026
TFC Financial Management, Inc. History No change 12,805 1,538 0.19% 0.19% 1315 0 0.0% Q4 2025 Jan 23, 2026
Maxele Advisors, LLC History Added to 12,723 1,529 1.24% 1.3% 1317 +2 0.02% Q4 2025 Feb 05, 2026
RDA Financial Network History Reduced 12,663 1,521 0.37% 0.4% 1318 -1,131 -8.2% Q4 2025 Jan 06, 2026
OMNI 360 Wealth, Inc. History Reduced 11,958 1,521 0.78% 0.8% 1319 -7 -0.06% Q4 2025 Jan 29, 2026
Sherman Wealth Management LLC History New 12,652 1,520 1.32% 1320 +12,652 New Q4 2025 Jan 15, 2026
DecisionMap Wealth Management, LLC History Reduced 12,637 1,518 0.94% 1.82% 1321 -11,209 -47.01% Q4 2025 Jan 07, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 11,971 1,514 1.4% 1322 +11,971 New Q4 2025 Feb 18, 2026
KOM Wealth Management Group, LLC History Reduced 12,594 1,513 1.07% 1.28% 1323 -1,658 -11.63% Q4 2025 Jan 23, 2026
PLIMOTH TRUST CO LLC History Added to 12,525 1,505 0.34% 0.33% 1324 +175 1.42% Q4 2025 Jan 27, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 12,493 1,501 0.1% 0.08% 1325 +4,009 47.25% Q4 2025 Feb 03, 2026
Mascagni Wealth Management, Inc. History Reduced 12,431 1,493 1.11% 1.24% 1327 -1,106 -8.17% Q4 2025 Feb 11, 2026
Destiny Wealth Partners, LLC History Reduced 11,653 1,493 0.17% 0.17% 1326 -10 -0.09% Q4 2025 Feb 03, 2026
AlTi Global, Inc. History Added to 12,401 1,490 0.03% 0.03% 1328 +1,096 9.69% Q4 2025 Feb 13, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 12,386 1,488 0.47% 0.49% 1329 -840 -6.35% Q4 2025 Jan 22, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History Added to 12,376 1,487 0.09% 0.0% 1330 +12,281 12927.37% Q4 2025 Feb 17, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Reduced 12,379 1,487 0.99% 1.13% 1331 -1,700 -12.07% Q4 2025 Jan 09, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History Reduced 12,366 1,486 0.65% 0.71% 1332 -902 -6.8% Q4 2025 Feb 05, 2026
Noble Wealth Management PBC History Reduced 12,353 1,484 0.75% 0.82% 1333 -581 -4.49% Q4 2025 Jan 05, 2026
Princeton Global Asset Management LLC History Added to 12,336 1,482 0.24% 0.24% 1334 +33 0.27% Q4 2025 Jan 20, 2026
Resurgent Financial Advisors LLC History Added to 12,309 1,479 0.74% 0.69% 1335 +502 4.25% Q4 2025 Feb 12, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 12,268 1,474 0.36% 0.36% 1336 0 0.0% Q4 2025 Jan 20, 2026
Eldridge Investment Advisors, Inc. History Reduced 12,165 1,461 0.32% 0.33% 1337 -25 -0.21% Q4 2025 Feb 11, 2026
ROCKLAND TRUST CO History Added to 12,110 1,455 0.06% 0.06% 1338 +808 7.15% Q4 2025 Jan 15, 2026
EverSource Wealth Advisors, LLC History Added to 12,032 1,446 0.05% 0.05% 1339 +328 2.8% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 12,005 1,442 0.39% 0.0% 1340 +11,937 17554.41% Q4 2025 Feb 09, 2026
Pacific Point Advisors, LLC History No change 11,993 1,441 0.77% 0.83% 1341 0 0.0% Q4 2025 Jan 21, 2026
NORTH DALLAS BANK & TRUST CO History New 11,990 1,440 0.94% 1343 +11,990 New Q4 2025 Feb 11, 2026
INTEGRITY ALLIANCE, LLC. History Added to 11,984 1,440 0.05% 0.04% 1342 +4,100 52.0% Q4 2025 Feb 09, 2026
Flagship Private Wealth, LLC History Added to 11,970 1,438 0.57% 0.56% 1344 +155 1.31% Q4 2025 Feb 04, 2026
Old North State Trust, LLC History New 11,959 1,437 0.85% 1345 +11,959 New Q4 2025 Mar 24, 2026
Corsicana & Co. History Added to 11,942 1,435 0.81% 0.74% 1346 +860 7.76% Q4 2025 Jan 07, 2026
Vivaldi Capital Management LP History Reduced 11,913 1,431 0.19% 0.21% 1347 -359 -2.93% Q4 2025 Feb 13, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 11,905 1,430 0.14% 0.14% 1348 +540 4.75% Q4 2025 Jan 22, 2026
Invst, LLC History Added to 11,892 1,429 0.16% 0.05% 1350 +8,428 243.3% Q4 2025 Feb 11, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 11,895 1,429 0.05% 0.05% 1349 +200 1.71% Q4 2025 Feb 13, 2026
Columbia Bank History Reduced 11,894 1,429 0.4% 0.4% 1351 -15 -0.13% Q4 2025 Feb 13, 2026
Hardin Capital Partners, LLC History Added to 11,820 1,420 0.67% 0.74% 1352 +139 1.19% Q4 2025 Jan 09, 2026
Azimuth Capital Investment Management LLC History Added to 11,795 1,417 0.05% 0.03% 1353 +4,000 51.31% Q4 2025 Feb 12, 2026
PRAIRIEVIEW WEALTH PARTNERS, LLC History Reduced 11,778 1,415 1.28% 1.33% 1354 -150 -1.26% Q4 2025 Feb 05, 2026
SB Capital Management Inc History New 11,760 1,413 0.52% 1355 +11,760 New Q4 2025 Feb 20, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History Reduced 11,752 1,412 1.66% 1.74% 1356 -549 -4.46% Q4 2025 Feb 11, 2026
Summit Investment Advisory Services, LLC History Added to 11,735 1,410 0.53% 0.46% 1357 +2,015 20.73% Q4 2025 Feb 04, 2026
TruWealth Advisors, LLC History Added to 11,709 1,407 0.07% 0.07% 1358 +548 4.91% Q4 2025 Jan 07, 2026
Anchor Investment Management, LLC History Added to 11,705 1,406 0.11% 0.11% 1359 +540 4.84% Q4 2025 Feb 26, 2026
Valpey Financial Services, LLC History Added to 11,691 1,405 0.9% 0.89% 1360 +205 1.78% Q4 2025 Mar 04, 2026
New Republic Capital, LLC History Reduced 11,637 1,398 0.37% 0.5% 1361 -2,173 -15.73% Q4 2025 Feb 10, 2026
Charles Schwab Trust Co History Reduced 11,605 1,394 0.09% 0.22% 1362 -15,251 -56.79% Q4 2025 Jan 09, 2026
Powerhouse Assets LLC History New 11,597 1,393 1.23% 1363 +11,597 New Q4 2025 Jan 15, 2026
LCNB CORP History Reduced 11,584 1,392 0.47% 0.48% 1364 -75 -0.64% Q4 2025 Feb 10, 2026
RICHARDS, MERRILL & PETERSON, INC. History Reduced 11,562 1,389 0.53% 0.6% 1365 -166 -1.42% Q4 2025 Jan 27, 2026
Quadrant Private Wealth Management, LLC History Added to 11,561 1,389 0.23% 0.25% 1366 +136 1.19% Q4 2025 Jan 26, 2026
CIBC WORLD MARKET INC. History Reduced 11,555 1,388 0.0% 0.0% 1368 -55 -0.47% Q4 2025 Feb 10, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 11,553 1,388 0.01% 0.01% 1367 0 0.0% Q4 2025 Jan 29, 2026
Calamos Advisors LLC History Added to 11,492 1,381 0.01% 0.0% 1369 +338 3.03% Q4 2025 Jan 29, 2026
Tudor Financial Inc. History Added to 11,438 1,374 0.7% 0.66% 1370 +1,016 9.75% Q4 2025 Feb 13, 2026
SAXON INTERESTS, INC. History Reduced 11,418 1,372 0.48% 0.56% 1371 -700 -5.78% Q4 2025 Feb 13, 2026
Odyssey Capital Advisors, Inc. History New 11,409 1,371 1.22% 1373 +11,409 New Q4 2025 Feb 05, 2026
CONTINUUM WEALTH ADVISORS, LLC History Reduced 11,412 1,371 0.53% 0.64% 1372 -1,202 -9.53% Q4 2025 Feb 04, 2026
Fisher Asset Management, LLC History Added to 11,384 1,368 0.0% 0.0% 1374 +4,395 62.88% Q4 2025 Feb 09, 2026
Trek Financial, LLC History Reduced 11,369 1,366 0.08% 0.1% 1376 -2,275 -16.67% Q4 2025 Feb 04, 2026
Independent Advisor Alliance History Reduced 11,372 1,366 0.03% 0.04% 1375 -294 -2.52% Q4 2025 Feb 04, 2026
ORG Wealth Partners, LLC History Added to 11,360 1,366 0.32% 0.28% 1377 +127 1.13% Q4 2025 Jan 14, 2026
CADINHA & CO LLC History Reduced 11,357 1,364 0.21% 0.21% 1378 -1,713 -13.11% Q4 2025 Jan 28, 2026
Milestone Investment Advisors LLC History Reduced 11,348 1,363 0.33% 0.34% 1379 -238 -2.05% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History Added to 11,330 1,361 0.04% 0.04% 1380 +1,324 13.23% Q4 2025 Jan 21, 2026
Procyon Advisors, LLC History Reduced 11,330 1,361 0.07% 0.08% 1381 -102 -0.89% Q4 2025 Jan 07, 2026
Gilbert & Cook, Inc. History Reduced 11,304 1,358 0.17% 0.17% 1382 -58 -0.51% Q4 2025 Jan 07, 2026
Advisor OS, LLC History Reduced 11,283 1,356 0.11% 0.12% 1383 -427 -3.65% Q4 2025 Feb 04, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 11,278 1,355 0.29% 0.29% 1384 +293 2.67% Q4 2025 Feb 10, 2026
AAF Wealth Management, LLC History Reduced 11,237 1,350 0.57% 0.66% 1386 -1,095 -8.88% Q4 2025 Feb 06, 2026
Baker Avenue Asset Management, LP History Reduced 11,236 1,350 0.03% 0.03% 1385 -345 -2.98% Q4 2025 Feb 10, 2026
Sunbeam Capital Management, LLC History New 11,232 1,349 0.8% 1389 +11,232 New Q4 2025 Feb 13, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Added to 11,230 1,349 0.08% 0.07% 1387 +1,950 21.01% Q4 2025 Jan 29, 2026
Sterling Financial Planning, Inc. History Reduced 11,232 1,349 0.41% 0.42% 1388 -54 -0.48% Q4 2025 Jan 27, 2026
Sovereign Financial Group, Inc. History Added to 11,197 1,345 0.23% 0.25% 1390 +41 0.37% Q4 2025 Jan 07, 2026
Aprio Wealth Management, LLC History Reduced 4,274 1,344 0.08% 0.06% 1391 -1,216 -22.15% Q4 2025 Jan 29, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 11,178 1,343 0.01% 0.01% 1392 -1,323 -10.58% Q4 2025 Jan 13, 2026
Allen Capital Group, LLC History Reduced 11,164 1,341 0.12% 0.13% 1393 -623 -5.29% Q4 2025 Feb 09, 2026
Beckerman Institutional, LLC History Reduced 11,122 1,336 0.75% 0.78% 1394 -43 -0.39% Q4 2025 Feb 10, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 11,073 1,330 0.01% 0.01% 1395 -1,023 -8.46% Q4 2025 Jan 09, 2026
Institute for Wealth Management, LLC. History Added to 11,066 1,329 0.14% 0.12% 1396 +1,730 18.53% Q4 2025 Jan 27, 2026
Bedminster, LLC History New 11,045 1,327 1.22% 1397 +11,045 New Q4 2025 Feb 05, 2026
Arlington Trust Co LLC History Added to 11,014 1,323 0.13% 0.15% 1398 +4,118 59.72% Q4 2025 Jan 30, 2026
Paladin Advisory Group, LLC History Reduced 10,981 1,319 0.96% 1.02% 1399 -68 -0.62% Q4 2025 Jan 21, 2026
Firestone Capital Management History Added to 10,947 1,315 0.28% 0.28% 1400 +212 1.97% Q4 2025 Feb 09, 2026
Fourth Dimension Wealth, LLC History Reduced 10,938 1,314 0.48% 0.51% 1401 -227 -2.03% Q4 2025 Feb 04, 2026
Confluence Wealth Services, Inc. History Added to 10,913 1,311 0.05% 0.03% 1402 +4,994 84.37% Q4 2025 Jan 28, 2026
FLC Capital Advisors History No change 10,887 1,308 0.24% 0.25% 1403 0 0.0% Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 10,877 1,307 0.04% 0.04% 1404 +450 4.32% Q4 2025 Jan 30, 2026
Valley Financial Group, Inc. History Reduced 10,826 1,301 0.73% 1.09% 1405 -5,308 -32.9% Q4 2025 Feb 18, 2026
Kathmere Capital Management, LLC History Reduced 10,817 1,299 0.09% 0.17% 1406 -9,046 -45.54% Q4 2025 Jan 13, 2026
Integrated Investment Consultants, LLC History Added to 10,795 1,297 0.25% 0.22% 1407 +112 1.05% Q4 2025 Mar 03, 2026
Higgins & Schmidt Wealth Strategies LLC History Reduced 10,792 1,296 0.61% 0.66% 1408 -143 -1.31% Q4 2025 Jan 29, 2026
Wealth Management Nebraska History Reduced 10,760 1,293 0.15% 0.16% 1410 -543 -4.8% Q4 2025 Jan 28, 2026
KG&L Capital Management,LLC History Reduced 10,764 1,293 0.32% 0.35% 1409 -376 -3.38% Q4 2025 Jan 23, 2026
NorthCrest Asset Manangement, LLC History Reduced 10,506 1,291 0.03% 0.03% 1411 -72 -0.68% Q4 2025 Jan 08, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 10,728 1,289 0.71% 0.77% 1413 -481 -4.29% Q4 2025 Jan 12, 2026
Chemistry Wealth Management LLC History Reduced 10,729 1,289 0.24% 0.25% 1412 -216 -1.97% Q4 2025 Jan 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 10,706 1,286 0.02% 1414 +10,706 New Q4 2025 Feb 12, 2026
Compton Financial Group, LLC History Reduced 10,696 1,285 0.29% 0.33% 1415 -689 -6.05% Q4 2025 Feb 05, 2026
MONECO ADVISORS, LLC History Added to 10,681 1,283 0.1% 0.1% 1416 +958 9.85% Q4 2025 Feb 04, 2026
MLP3, LLC History New 10,673 1,282 1.4% 1417 +10,673 New Q4 2025 Feb 13, 2026
Crusonia Wealth Advisors LLC History New 10,648 1,279 0.28% 1419 +10,648 New Q4 2025 Feb 18, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 10,647 1,279 0.09% 0.1% 1418 -1,052 -8.99% Q4 2025 Feb 12, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History Added to 10,549 1,267 0.79% 0.56% 1422 +3,367 46.88% Q4 2025 Feb 24, 2026
Pasadena Private Wealth, LLC History Added to 10,543 1,267 0.17% 0.18% 1420 +76 0.73% Q4 2025 Feb 10, 2026
TI-TRUST, INC History Reduced 10,546 1,267 0.78% 0.79% 1421 -2 -0.02% Q4 2025 Jan 23, 2026
Inman Jager Wealth Management, LLC History Added to 10,531 1,265 0.77% 0.66% 1423 +1,767 20.16% Q4 2025 Jan 26, 2026
NerdWallet Wealth Partners, LLC History Added to 10,510 1,262 0.57% 0.49% 1424 +2,098 24.94% Q4 2025 Jan 13, 2026
Essex Bank History Reduced 10,482 1,259 0.27% 0.28% 1425 -30 -0.29% Q4 2025 Feb 02, 2026
Oliver Luxxe Assets LLC History Added to 10,453 1,256 0.19% 0.19% 1426 +529 5.33% Q4 2025 Jan 08, 2026
TCV Trust & Wealth Management, Inc. History Reduced 10,445 1,255 0.1% 0.1% 1427 -60 -0.57% Q4 2025 Jan 23, 2026
Clearwater Capital Advisors, LLC History Reduced 10,367 1,245 0.1% 0.11% 1428 -10 -0.1% Q4 2025 Feb 09, 2026
Coordinated Financial Services, Inc. History Added to 10,320 1,240 0.71% 0.75% 1429 +462 4.69% Q4 2025 Feb 09, 2026
Lincoln Capital LLC History Reduced 10,308 1,238 0.22% 0.23% 1430 -20 -0.19% Q4 2025 Jan 08, 2026
IFC Advisors LLC History No change 10,279 1,235 0.18% 0.22% 1431 0 0.0% Q4 2025 Feb 12, 2026
Maltin Wealth Management, Inc. History Added to 10,275 1,234 0.49% 0.5% 1432 +216 2.15% Q4 2025 Jan 15, 2026
Compass Ion Advisors, LLC History Reduced 10,239 1,230 0.12% 0.13% 1433 -841 -7.59% Q4 2025 Jan 29, 2026
HRC WEALTH MANAGEMENT, LLC History Added to 10,181 1,223 0.59% 0.56% 1434 +449 4.61% Q4 2025 Jan 21, 2026
Manhattan West Asset Management, LLC History Reduced 10,168 1,222 0.25% 0.28% 1435 -1,144 -10.11% Q4 2025 Feb 02, 2026
Lansing Street Advisors History Added to 10,167 1,221 0.31% 0.32% 1436 +47 0.46% Q4 2025 Jan 26, 2026
Sound Income Strategies, LLC History Added to 9,486 1,220 0.06% 0.02% 1437 +5,656 147.68% Q4 2025 Jan 21, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 10,127 1,217 0.35% 0.41% 1439 -958 -8.64% Q4 2025 Feb 11, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 10,135 1,217 0.04% 0.04% 1438 +257 2.6% Q4 2025 Jan 23, 2026
Wealth Dimensions Group, Ltd. History Added to 10,112 1,215 0.24% 0.25% 1440 +71 0.71% Q4 2025 Feb 13, 2026
CLEAR INVESTMENT RESEARCH, LLC History Reduced 10,079 1,211 2.01% 1.61% 1441 -30 -0.3% Q4 2025 Feb 09, 2026
St. Louis Financial Planners Asset Management, LLC History New 10,069 1,210 0.74% 1444 +10,069 New Q4 2025 Jan 07, 2026
Legacy Financial Group LLC History Added to 9,362 1,210 0.15% 0.15% 1443 +9 0.1% Q4 2025 Feb 05, 2026
Solstein Capital, LLC History No change 10,073 1,210 0.49% 0.27% 1442 0 0.0% Q4 2025 Feb 13, 2026
SHP Wealth Management History New 10,052 1,208 0.09% 1445 +10,052 New Q4 2025 Mar 04, 2026
Christensen, King & Associates Investment Services, Inc. History Added to 10,036 1,206 0.51% 0.51% 1446 +131 1.32% Q4 2025 Jan 22, 2026
SIMON QUICK ADVISORS, LLC History Added to 10,025 1,204 0.05% 0.04% 1447 +2,734 37.5% Q4 2025 Jan 29, 2026
Port Capital LLC History Added to 10,013 1,203 0.05% 0.05% 1448 +80 0.81% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 10,005 1,202 0.03% 0.04% 1450 -3,989 -28.51% Q4 2025 Jan 23, 2026
Aviance Capital Partners, LLC History Added to 10,008 1,202 0.14% 0.14% 1449 +39 0.39% Q4 2025 Feb 06, 2026
Glaxis Capital Management, LLC History New 10,000 1,201 2.06% 1451 +10,000 New Q4 2025 Feb 12, 2026
Sherry Group, Inc. History New 9,877 1,201 1.26% 1452 +9,877 New Q4 2025 Feb 05, 2026
Northwest Wealth Advisors, LLC History New 9,984 1,199 0.93% 1453 +9,984 New Q4 2025 Feb 06, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC History No change 9,975 1,198 0.65% 0.67% 1454 0 0.0% Q4 2025 Feb 02, 2026
Index Fund Advisors, Inc. History Reduced 9,940 1,194 0.06% 0.06% 1455 -298 -2.91% Q4 2025 Jan 29, 2026
Severin Investments, LLC History Added to 9,894 1,189 1.05% 0.86% 1456 +1,752 21.52% Q4 2025 Feb 09, 2026
Broadview Financial Management, LLC History Reduced 9,817 1,179 0.79% 0.79% 1457 -44 -0.45% Q4 2025 Feb 13, 2026
Centennial Wealth Advisory LLC History New 9,793 1,176 0.31% 1458 +9,793 New Q4 2025 Jan 14, 2026
True North Advisors, LLC History New 9,753 1,172 0.15% 1459 +9,753 New Q4 2025 Jan 22, 2026
Tennessee Valley Asset Management Partners History Reduced 9,757 1,172 0.15% 0.17% 1460 -1,099 -10.12% Q4 2025 Feb 05, 2026
BlueChip Wealth Advisors LLC History Added to 9,741 1,170 0.49% 0.49% 1461 +177 1.85% Q4 2025 Feb 05, 2026
Equity Wealth Partners, LLC History Added to 9,721 1,168 0.76% 0.93% 1463 +111 1.16% Q4 2025 Jan 26, 2026
Alpha Omega Wealth Management LLC History Reduced 9,722 1,168 0.19% 0.19% 1462 -33 -0.34% Q4 2025 Jan 22, 2026
Farnam Financial LLC History Reduced 9,707 1,166 0.88% 0.95% 1464 -563 -5.48% Q4 2025 Jan 26, 2026
Roundview Capital LLC History No change 9,688 1,164 0.07% 0.07% 1465 0 0.0% Q4 2025 Feb 09, 2026
GS Investments, Inc. History Reduced 9,674 1,162 0.63% 0.63% 1467 -1,054 -9.82% Q4 2025 Feb 09, 2026
BIP Wealth, LLC History Added to 9,671 1,162 0.04% 0.05% 1466 +775 8.71% Q4 2025 Jan 21, 2026
AssuredPartners Investment Advisors, LLC History Added to 9,604 1,154 0.17% 0.24% 1468 +435 4.74% Q4 2025 Feb 03, 2026
Finward Bancorp History Added to 9,597 1,153 0.9% 0.84% 1469 +267 2.86% Q4 2025 Jan 21, 2026
VISTA CAPITAL PARTNERS, INC. History Reduced 9,565 1,149 0.11% 0.12% 1471 -73 -0.76% Q4 2025 Feb 02, 2026
Baker Ellis Asset Management LLC History No change 9,561 1,149 0.14% 0.14% 1470 0 0.0% Q4 2025 Jan 21, 2026
Golden State Equity Partners History Reduced 9,513 1,143 0.18% 0.2% 1472 -408 -4.11% Q4 2025 Jan 29, 2026
Capital Management Associates, Inc History Added to 9,495 1,141 0.25% 0.29% 1473 +362 3.96% Q4 2025 Jan 21, 2026
RPG Investment Advisory, LLC History Added to 9,382 1,127 0.13% 0.12% 1474 +1,036 12.41% Q4 2025 Jan 20, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 9,373 1,126 0.19% 1475 +9,373 New Q4 2025 Feb 18, 2026
OPINICUS CAPITAL, INC. History Added to 9,356 1,124 0.78% 0.77% 1476 +34 0.36% Q4 2025 Feb 04, 2026
Waterloo Capital, L.P. History Added to 9,288 1,116 0.08% 0.08% 1477 +13 0.14% Q4 2025 Feb 10, 2026
Eaton Financial Holdings Company, LLC History Reduced 9,261 1,112 0.3% 0.34% 1478 -811 -8.05% Q4 2025 Feb 09, 2026
WOODSTOCK CORP History No change 9,245 1,111 0.1% 0.1% 1479 0 0.0% Q4 2025 Jan 14, 2026
Laurel Wealth Planning LLC History Reduced 9,244 1,110 0.62% 0.65% 1480 -1,119 -10.8% Q4 2025 Jan 23, 2026
PROSPERITY BANCSHARES INC History New 9,228 1,109 1.0% 1481 +9,228 New Q4 2025 Feb 17, 2026
Maryland State Retirement & Pension System History Added to 9,217 1,107 0.02% 0.02% 1482 +1,396 17.85% Q4 2025 Feb 17, 2026
National Wealth Management Group, LLC History Added to 9,209 1,106 0.38% 0.39% 1483 +583 6.76% Q4 2025 Jan 12, 2026
Nelson Capital Management, LLC History Reduced 9,186 1,103 0.13% 0.14% 1484 -599 -6.12% Q4 2025 Feb 10, 2026
Bright Futures Wealth Management, LLC. History Added to 9,166 1,101 0.81% 0.83% 1485 +235 2.63% Q4 2025 Feb 05, 2026
Forum Private Client Group LLC History Reduced 9,151 1,099 0.37% 0.41% 1487 -610 -6.25% Q4 2025 Feb 06, 2026
Chandler Asset Management, Inc. History No change 9,150 1,099 0.17% 0.18% 1486 0 0.0% Q4 2025 Feb 13, 2026
MMA ASSET MANAGEMENT LLC History Added to 9,137 1,098 0.39% 0.31% 1488 +1,208 15.24% Q4 2025 Feb 03, 2026
180 WEALTH ADVISORS, LLC History Added to 9,129 1,097 0.12% 0.12% 1489 +720 8.56% Q4 2025 Jan 09, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Added to 9,095 1,093 0.2% 0.19% 1490 +720 8.6% Q4 2025 Jan 29, 2026
Sandy Cove Advisors, LLC History Reduced 9,081 1,091 0.32% 0.43% 1491 -2,124 -18.96% Q4 2025 Feb 09, 2026
Ausdal Financial Partners, Inc. History Added to 9,063 1,089 0.05% 0.04% 1492 +2,644 41.19% Q4 2025 Feb 13, 2026
TD Capital Management LLC History Added to 9,035 1,085 0.1% 0.09% 1493 +783 9.49% Q4 2025 Feb 26, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 9,029 1,085 0.15% 0.17% 1495 +218 2.47% Q4 2025 Jan 12, 2026
Cosner Financial Group, LLC History Reduced 9,036 1,085 0.55% 0.58% 1494 -81 -0.89% Q4 2025 Jan 30, 2026
Cassaday & Co Wealth Management LLC History Added to 9,020 1,083 0.02% 0.02% 1496 +408 4.74% Q4 2025 Feb 03, 2026
XY Planning Network, Inc. History Reduced 8,998 1,081 0.19% 0.42% 1498 -2,314 -20.46% Q4 2025 Jan 26, 2026
TOMPKINS FINANCIAL CORP History No change 8,997 1,081 0.08% 0.09% 1497 0 0.0% Q4 2025 Jan 08, 2026
Sendero Wealth Management, LLC History Added to 8,985 1,079 0.12% 0.07% 1499 +3,763 72.06% Q4 2025 Jan 13, 2026
NavPoint Financial, Inc. History Added to 8,924 1,072 0.46% 0.55% 1501 +19 0.21% Q4 2025 Jan 20, 2026
Cannell & Spears LLC History No change 8,920 1,072 0.02% 0.02% 1500 0 0.0% Q4 2025 Feb 17, 2026
EdgeRock Capital LLC History Reduced 8,891 1,068 0.28% 0.3% 1502 -276 -3.01% Q4 2025 Jan 14, 2026
Texas Bank & Trust Co History Added to 8,860 1,064 0.39% 0.39% 1503 +67 0.76% Q4 2025 Feb 06, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 8,848 1,063 0.37% 0.37% 1504 +12 0.14% Q4 2025 Jan 21, 2026
Axis Wealth Partners, LLC History Added to 8,771 1,054 0.58% 0.59% 1505 +332 3.93% Q4 2025 Jan 30, 2026
Peak Planning Group, LLC History New 8,755 1,052 0.29% 1506 +8,755 New Q4 2025 Feb 13, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 8,665 1,050 0.84% 0.84% 1507 -165 -1.87% Q4 2025 Feb 12, 2026
Forefront Wealth Partners, LLC History Added to 8,699 1,045 0.49% 0.23% 1508 +1,111 14.64% Q4 2025 Feb 06, 2026
AdvisorNet Financial, Inc History Added to 8,695 1,044 0.06% 0.05% 1509 +820 10.41% Q4 2025 Jan 20, 2026
SWEENEY & MICHEL, LLC History Reduced 7,892 1,040 0.31% 0.31% 1510 -60 -0.75% Q4 2025 Feb 13, 2026
Summit Global Investments History Added to 8,644 1,039 0.06% 0.02% 1511 +5,610 184.9% Q4 2025 Feb 18, 2026
Tandem Investment Partners LLC History Reduced 8,635 1,037 0.87% 0.86% 1513 -150 -1.71% Q4 2025 Jan 21, 2026
Keystone Financial Group, Inc. History Added to 8,631 1,037 0.54% 0.57% 1512 +39 0.45% Q4 2025 Jan 16, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 8,620 1,035 0.01% 0.01% 1516 +2,290 36.18% Q4 2025 Feb 02, 2026
Gemmer Asset Management LLC History Added to 8,614 1,035 0.08% 0.07% 1515 +1,235 16.74% Q4 2025 Jan 23, 2026
Plante Moran Financial Advisors, LLC History Reduced 8,616 1,035 0.07% 0.06% 1514 -32 -0.37% Q4 2025 Feb 05, 2026
Inscription Capital, LLC History Reduced 8,607 1,034 0.11% 0.11% 1517 -118 -1.35% Q4 2025 Jan 29, 2026
Carr Financial Group Corp History Reduced 8,593 1,032 0.27% 0.4% 1519 -3,617 -29.62% Q4 2025 Jan 09, 2026
Bragg Financial Advisors, Inc History No change 8,594 1,032 0.03% 0.03% 1518 0 0.0% Q4 2025 Feb 13, 2026
Ipswich Investment Management Co., Inc. History Reduced 8,584 1,031 0.24% 0.24% 1520 -22 -0.26% Q4 2025 Jan 16, 2026
GeoWealth Management, LLC History Added to 8,550 1,027 0.04% 0.03% 1521 +2,717 46.58% Q4 2025 Feb 17, 2026
Linscomb Wealth, Inc. History Reduced 8,522 1,024 0.04% 0.04% 1522 -35 -0.41% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History No change 8,500 1,021 0.0% 0.0% 1523 0 0.0% Q4 2025 Feb 13, 2026
Prospect Financial Services LLC History Reduced 8,462 1,016 0.58% 0.59% 1526 -219 -2.52% Q4 2025 Feb 06, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 8,459 1,016 0.59% 0.59% 1525 -94 -1.1% Q4 2025 Jan 15, 2026
Pacific Center for Financial Services History No change 8,552 1,016 0.26% 0.26% 1524 0 0.0% Q4 2025 Feb 17, 2026
DF DENT & CO INC History New 8,436 1,013 0.01% 1527 +8,436 New Q4 2025 Feb 17, 2026
ORG Partners LLC History Added to 8,433 1,013 0.18% 0.18% 1528 +67 0.8% Q4 2025 Jan 14, 2026
Birchcreek Wealth Management, LLC History Added to 8,423 1,012 0.5% 0.51% 1530 +60 0.72% Q4 2025 Jan 16, 2026
Sound Financial Strategies Group, LLC History Reduced 8,421 1,012 0.71% 0.74% 1529 -58 -0.68% Q4 2025 Feb 03, 2026
MFA Wealth Services History Added to 8,402 1,009 0.68% 0.66% 1531 +316 3.91% Q4 2025 Jan 15, 2026
Boston Trust Walden Corp History Added to 8,390 1,008 0.01% 0.01% 1532 +1,000 13.53% Q4 2025 Jan 28, 2026
Evolution Wealth Advisors, LLC History Added to 8,340 1,002 0.1% 0.13% 1533 +21 0.25% Q4 2025 Jan 12, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 8,336 1,001 0.1% 0.1% 1534 +482 6.14% Q4 2025 Feb 09, 2026
Formidable Asset Management, LLC History Reduced 8,417 1,000 0.15% 0.15% 1535 -428 -4.84% Q4 2025 Jan 16, 2026
Nolet Wealth Management, LLC History New 8,306 998 0.56% 1536 +8,306 New Q4 2025 Feb 27, 2026
Great Point Wealth Advisors, LLC History Reduced 8,292 996 0.18% 0.21% 1537 -1,178 -12.44% Q4 2025 Jan 26, 2026
NWF Advisory Services Inc. History Reduced 8,290 996 0.11% 0.11% 1538 -534 -6.05% Q4 2025 Mar 03, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 8,251 991 0.06% 0.07% 1539 -408 -4.71% Q4 2025 Feb 17, 2026
American Trust History Reduced 8,223 988 0.08% 0.09% 1540 -471 -5.42% Q4 2025 Feb 17, 2026
Sageworth Trust Co of South Dakota History No change 8,203 985 0.8% 0.92% 1541 0 0.0% Q4 2025 Jan 30, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 8,150 979 0.72% 0.66% 1542 +1,135 16.18% Q4 2025 Feb 20, 2026
CALTON & ASSOCIATES, INC. History Added to 8,104 973 0.14% 0.13% 1543 +905 12.57% Q4 2025 Feb 10, 2026
Objective Capital Management, LLC History Added to 8,079 970 0.99% 0.97% 1544 +204 2.59% Q4 2025 Feb 04, 2026
Sharkey, Howes & Javer History Reduced 8,056 968 0.12% 0.15% 1545 -1,641 -16.92% Q4 2025 Jan 13, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 8,047 967 0.11% 0.11% 1546 -23 -0.29% Q4 2025 Jan 14, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 8,042 966 0.03% 0.03% 1548 -336 -4.01% Q4 2025 Feb 13, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 8,045 966 0.47% 0.47% 1547 -120 -1.47% Q4 2025 Feb 05, 2026
FIRST FOUNDATION ADVISORS History Reduced 7,984 959 0.04% 0.04% 1549 -128 -1.58% Q4 2025 Feb 04, 2026
Vannoy Advisory Group, Inc. History No change 7,967 957 0.61% 0.62% 1550 0 0.0% Q4 2025 Jan 15, 2026
Insight Advisors, LLC/ PA History Added to 7,913 951 0.14% 0.14% 1553 +321 4.23% Q4 2025 Feb 11, 2026
1834 INVESTMENT ADVISORS CO History Added to 7,921 951 0.12% 0.11% 1551 +105 1.34% Q4 2025 Jan 29, 2026
Probity Advisors, Inc. History Reduced 7,914 951 0.15% 0.15% 1552 -100 -1.25% Q4 2025 Jan 27, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 7,895 948 0.12% 0.12% 1554 +284 3.73% Q4 2025 Jan 14, 2026
Phillips Wealth Planners LLC History Added to 7,273 946 0.76% 0.22% 1555 +5,078 231.34% Q4 2025 Feb 10, 2026
Marks Group Wealth Management, Inc History No change 7,863 944 0.09% 0.09% 1556 0 0.0% Q4 2025 Feb 11, 2026
First Bancorp, Inc /ME/ History Reduced 7,806 938 0.5% 0.5% 1557 -29 -0.37% Q4 2025 Jan 26, 2026
Pitcairn Wealth Advisors LLC History New 7,798 937 0.08% 1560 +7,798 New Q4 2025 Feb 13, 2026
Trivium Point Advisory, LLC History Reduced 7,803 937 0.09% 0.1% 1558 -40 -0.51% Q4 2025 Jan 26, 2026
Orion Capital Management LLC History Reduced 7,803 937 0.32% 0.32% 1559 -23 -0.29% Q4 2025 Feb 03, 2026
Encompass More Asset Management History New 7,783 935 0.17% 1561 +7,783 New Q4 2025 Feb 03, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 7,781 935 0.2% 0.08% 1562 +5,862 305.47% Q4 2025 Feb 12, 2026
Petersen Hastings Wealth Advisors Inc. History New 7,765 933 0.09% 1563 +7,765 New Q4 2025 Feb 11, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 7,739 930 0.13% 0.13% 1564 +12 0.16% Q4 2025 Feb 12, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 7,725 928 0.04% 0.04% 1565 -579 -6.97% Q4 2025 Feb 17, 2026
SONATA CAPITAL GROUP INC History Reduced 7,727 928 0.34% 0.35% 1566 -279 -3.48% Q4 2025 Jan 26, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 7,720 927 0.04% 0.05% 1567 -5 -0.06% Q4 2025 Feb 11, 2026
Capital Developers, LLC History New 7,702 925 0.83% 1568 +7,702 New Q4 2025 Jan 30, 2026
Balance Wealth, LLC History Added to 7,696 924 0.3% 0.22% 1569 +354 4.82% Q4 2025 Jan 21, 2026
Tufton Capital Management History Added to 7,683 923 0.16% 0.16% 1570 +46 0.6% Q4 2025 Jan 28, 2026
Three Seasons Wealth, LLC History Reduced 7,631 917 0.09% 0.1% 1572 -557 -6.8% Q4 2025 Jan 15, 2026
PGIM Custom Harvest LLC History Reduced 7,634 917 0.01% 0.01% 1571 -280 -3.54% Q4 2025 Feb 17, 2026
Sound View Wealth Advisors Group, LLC History Reduced 7,605 914 0.06% 0.06% 1574 -50 -0.65% Q4 2025 Jan 08, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History No change 7,609 914 0.26% 0.28% 1573 0 0.0% Q4 2025 Feb 10, 2026
CrossGen Wealth, LLC History New 7,601 913 0.8% 1577 +7,601 New Q4 2025 Feb 19, 2026
Opulen Financial Group LLC History Added to 7,605 913 0.67% 0.63% 1576 +627 8.99% Q4 2025 Feb 10, 2026
COWA, LLC History No change 7,605 913 0.28% 0.3% 1575 0 0.0% Q4 2025 Feb 12, 2026
BluePrint Investing LLC History New 7,596 912 0.73% 1579 +7,596 New Q4 2025 Feb 05, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 7,592 912 0.04% 0.04% 1578 -440 -5.48% Q4 2025 Feb 13, 2026
Victrix Investment Advisors History New 7,581 911 0.35% 1580 +7,581 New Q4 2025 Feb 11, 2026
Corundum Group, Inc. History Reduced 7,580 910 0.31% 0.4% 1581 -628 -7.65% Q4 2025 Jan 12, 2026
Cambria Investment Management, L.P. History Added to 7,552 907 0.05% 0.02% 1582 +5,071 204.39% Q4 2025 Feb 17, 2026
Camarda Financial Advisors, LLC History Reduced 7,543 906 0.34% 0.34% 1583 -264 -3.38% Q4 2025 Feb 17, 2026
Centurion Wealth Management LLC History Added to 7,535 905 0.2% 0.2% 1584 +81 1.09% Q4 2025 Jan 14, 2026
Greenhouse Wealth Management, LLC History Added to 7,516 903 0.53% 0.53% 1585 +31 0.41% Q4 2025 Jan 21, 2026
Bowman & Co S.C. History Added to 7,513 902 0.38% 0.37% 1586 +199 2.72% Q4 2025 Jan 23, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 7,500 901 0.28% 0.29% 1587 0 0.0% Q4 2025 Feb 10, 2026
Foster Group, Inc. History Reduced 7,476 898 0.03% 0.03% 1588 -588 -7.29% Q4 2025 Jan 12, 2026
Miller Capital Partners, Inc. History New 7,468 897 0.45% 1589 +7,468 New Q4 2025 Feb 17, 2026
TL Private Wealth History Reduced 7,095 896 0.34% 0.38% 1590 -1,084 -13.25% Q4 2025 Jan 12, 2026
Edgemoor Investment Advisors, Inc. History Reduced 7,454 895 0.07% 0.08% 1591 -1,555 -17.26% Q4 2025 Feb 10, 2026
M.E. ALLISON & CO., INC. History No change 7,382 887 0.6% 0.61% 1592 0 0.0% Q4 2025 Jan 12, 2026
Richmond Investment Services, LLC History Added to 7,370 885 0.15% 0.13% 1593 +1,364 22.71% Q4 2025 Feb 12, 2026
Claro Advisors Inc. History Added to 7,335 881 0.12% 0.13% 1594 +22 0.3% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 7,318 879 0.05% 0.05% 1595 +142 1.98% Q4 2025 Feb 17, 2026
RF&L WEALTH MANAGEMENT, LLC History Added to 7,314 878 0.49% 0.5% 1596 +150 2.09% Q4 2025 Jan 09, 2026
Loudon Investment Management, LLC History Added to 7,297 876 0.46% 0.33% 1597 +2,005 37.89% Q4 2025 Feb 12, 2026
Sensible Money, LLC History Added to 7,291 876 0.28% 0.29% 1598 +1 0.01% Q4 2025 Feb 09, 2026
American Capital Advisory, LLC History Added to 7,280 874 0.38% 0.4% 1599 +15 0.21% Q4 2025 Jan 30, 2026
Ignite Planners, LLC History Added to 6,878 873 0.13% 0.13% 1600 +357 5.47% Q4 2025 Feb 06, 2026
Redwood Family Wealth LLC History New 7,232 869 0.85% 1601 +7,232 New Q4 2025 Mar 06, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 6,865 868 0.04% 0.03% 1602 +2,799 68.84% Q4 2025 Feb 03, 2026
CARDIFF PARK ADVISORS, LLC History Added to 7,220 867 0.07% 0.07% 1603 +25 0.35% Q4 2025 Feb 17, 2026
TANAKA CAPITAL MANAGEMENT INC History Reduced 94,859 865 1.58% 4.51% 1604 -49,475 -34.28% Q4 2025 Feb 17, 2026
Kondo Wealth Advisors, Inc. History No change 7,196 864 0.33% 0.34% 1605 0 0.0% Q4 2025 Jan 30, 2026
Winthrop Capital Management, LLC History Reduced 7,150 859 0.2% 0.21% 1606 -38 -0.53% Q4 2025 Feb 10, 2026
LVZ, Inc. History Reduced 7,071 849 0.09% 0.31% 1607 -16,056 -69.43% Q4 2025 Feb 10, 2026
WFA of San Diego, LLC History Reduced 7,062 848 0.62% 0.6% 1608 -342 -4.62% Q4 2025 Feb 17, 2026
PTM WEALTH MANAGEMENT, LLC History Reduced 6,904 848 0.48% 0.51% 1609 -170 -2.4% Q4 2025 Jan 09, 2026
SC&H Financial Advisors, Inc. History Added to 7,031 845 0.13% 0.14% 1610 +19 0.27% Q4 2025 Jan 21, 2026
Twelve Points Wealth Management LLC History New 6,678 844 0.19% 1613 +6,678 New Q4 2025 Jan 23, 2026
Powell Investment Advisors, LLC History Added to 7,028 844 0.29% 0.29% 1612 +33 0.47% Q4 2025 Feb 09, 2026
MOTCO History Reduced 7,025 844 0.08% 0.08% 1611 -23 -0.33% Q4 2025 Feb 06, 2026
BARRETT & COMPANY, INC. History Added to 7,017 843 0.28% 0.29% 1614 +1 0.01% Q4 2025 Jan 28, 2026
WATERS PARKERSON & CO., LLC History No change 7,016 843 0.04% 0.04% 1615 0 0.0% Q4 2025 Feb 12, 2026
S&T BANK/PA History Reduced 7,012 842 0.27% 0.25% 1616 -542 -7.18% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Reduced 7,002 841 0.01% 0.01% 1617 -81 -1.14% Q4 2025 Jan 29, 2026
Pallas Capital Advisors LLC History Added to 6,963 836 0.03% 0.02% 1618 +2,114 43.6% Q4 2025 Jan 14, 2026
Pine Valley Investments Ltd Liability Co History Reduced 6,940 833 0.04% 0.04% 1619 -70 -1.0% Q4 2025 Feb 13, 2026
Capital Advisors Wealth Management, LLC History Reduced 6,924 832 0.11% 0.13% 1620 -897 -11.47% Q4 2025 Jan 21, 2026
Equita Financial Network, Inc. History Added to 6,922 831 0.25% 0.26% 1621 +547 8.58% Q4 2025 Jan 29, 2026
MATAURO, LLC History Reduced 6,881 827 0.12% 0.13% 1622 -55 -0.79% Q4 2025 Jan 16, 2026
Larson Financial Group LLC History Reduced 6,870 825 0.03% 0.03% 1623 -542 -7.31% Q4 2025 Feb 06, 2026
DRW Securities, LLC History Added to 6,831 820 0.02% 0.01% 1624 +3,755 122.07% Q4 2025 Feb 12, 2026
RiverFront Investment Group, LLC History Added to 6,795 816 0.01% 0.01% 1625 +18 0.27% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Reduced 6,781 814 0.04% 0.05% 1626 -376 -5.25% Q4 2025 Feb 10, 2026
White Lighthouse Investment Management Inc. History Added to 6,770 813 0.11% 0.12% 1627 +50 0.74% Q4 2025 Feb 09, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 6,756 811 0.2% 0.22% 1628 -324 -4.58% Q4 2025 Jan 23, 2026
Donor Advised Charitable Giving, Inc. History Reduced 6,741 810 0.02% 0.02% 1629 -239 -3.42% Q4 2025 Jan 23, 2026
Cooper Financial Group History Added to 6,683 803 0.09% 0.08% 1630 +539 8.77% Q4 2025 Jan 08, 2026
Capasso Planning Partners LLC History Reduced 6,687 803 0.44% 0.51% 1631 -271 -3.89% Q4 2025 Feb 17, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History Reduced 6,643 798 0.52% 0.54% 1632 -210 -3.06% Q4 2025 Feb 17, 2026
Horizons Wealth Management History No change 6,646 798 0.52% 0.54% 1633 0 0.0% Q4 2025 Jan 05, 2026
Commonwealth Financial Services, LLC History Added to 6,615 794 0.13% 0.13% 1634 +2 0.03% Q4 2025 Feb 06, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 6,586 792 0.07% 0.08% 1635 -689 -9.47% Q4 2025 Jan 12, 2026
Mosley Wealth Management History New 6,634 791 0.36% 1636 +6,634 New Q4 2025 Feb 12, 2026
Parkside Financial Bank & Trust History Reduced 6,581 790 0.06% 0.1% 1637 -4,304 -39.54% Q4 2025 Feb 13, 2026
SWMG, LLC History Reduced 5,991 790 0.22% 0.24% 1638 -513 -7.89% Q4 2025 Feb 10, 2026
Trueblood Wealth Management, LLC History Added to 6,576 790 0.31% 0.28% 1639 +503 8.28% Q4 2025 Jan 21, 2026
Emprise Bank History No change 6,580 790 0.33% 0.34% 1640 0 0.0% Q4 2025 Jan 28, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 6,556 787 0.04% 0.06% 1641 -1,811 -21.64% Q4 2025 Feb 13, 2026
KMT WEALTH MANAGEMENT, LLC History Reduced 6,542 786 0.42% 0.54% 1642 -1,841 -21.96% Q4 2025 Feb 05, 2026
Bank OZK History No change 6,475 778 0.27% 0.27% 1643 0 0.0% Q4 2025 Feb 17, 2026
LINCOLN CAPITAL CORP History No change 6,472 777 0.28% 0.28% 1644 0 0.0% Q4 2025 Jan 23, 2026
CONNORS INVESTOR SERVICES INC History Added to 6,464 776 0.07% 0.06% 1645 +691 11.97% Q4 2025 Feb 09, 2026
Clearbridge Investments, LLC History No change 6,444 774 0.0% 0.0% 1646 0 0.0% Q4 2025 Feb 11, 2026
Indiana Trust & Investment Management Co History Reduced 6,394 768 0.23% 0.27% 1647 -1,113 -14.83% Q4 2025 Jan 21, 2026
Traynor Capital Management, Inc. History Reduced 6,380 766 0.04% 0.06% 1648 -3,095 -32.66% Q4 2025 Jan 12, 2026
NICOLET BANKSHARES INC History Added to 6,368 765 0.12% 0.11% 1649 +757 13.49% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Added to 6,366 765 0.01% 0.01% 1650 +316 5.22% Q4 2025 Jan 20, 2026
Key FInancial Inc History Added to 6,360 764 0.14% 0.14% 1651 +69 1.1% Q4 2025 Feb 09, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 6,355 763 0.18% 0.14% 1652 +1,310 25.97% Q4 2025 Jan 06, 2026
ADE, LLC History Reduced 6,342 762 0.37% 0.38% 1653 -20 -0.31% Q4 2025 Feb 10, 2026
Gradient Capital Advisors, LLC History Added to 6,328 760 0.2% 0.2% 1654 +1 0.02% Q4 2025 Feb 06, 2026
Horizon Family Wealth, Inc. History Added to 6,317 759 0.4% 0.43% 1655 +26 0.41% Q4 2025 Feb 09, 2026
Granite Investment Partners, LLC History Added to 6,315 758 0.04% 0.01% 1656 +5,045 397.24% Q4 2025 Feb 12, 2026
BKM Wealth Management, LLC History Reduced 6,304 757 0.28% 0.3% 1657 -582 -8.45% Q4 2025 Jan 29, 2026
Acorn Wealth Advisors, LLC History Reduced 6,294 756 0.23% 0.26% 1659 -604 -8.76% Q4 2025 Feb 10, 2026
Seven Post Investment Office LP History No change 6,298 756 0.27% 0.27% 1658 0 0.0% Q4 2025 Jan 29, 2026
KLCM Advisors, Inc. History New 6,278 754 0.06% 1660 +6,278 New Q4 2025 Feb 04, 2026
WHITE PINE CAPITAL LLC History Added to 6,254 751 0.21% 0.21% 1662 +99 1.61% Q4 2025 Feb 09, 2026
PIONEER TRUST BANK N A/OR History No change 6,253 751 0.17% 0.17% 1661 0 0.0% Q4 2025 Feb 09, 2026
Kennebec Savings Bank History No change 6,255 751 0.65% 0.68% 1663 0 0.0% Q4 2025 Jan 22, 2026
Brio Consultants, LLC History Reduced 6,236 749 0.1% 0.11% 1664 -472 -7.04% Q4 2025 Feb 04, 2026
Stokes Capital Advisors, LLC History Added to 6,201 745 0.17% 0.16% 1665 +356 6.09% Q4 2025 Jan 12, 2026
Cypress Wealth Services, LLC History Added to 6,197 744 0.1% 0.05% 1667 +3,834 162.25% Q4 2025 Jan 14, 2026
Security National Bank History Reduced 6,193 744 0.11% 0.13% 1666 -740 -10.67% Q4 2025 Feb 05, 2026
Livet Wealth, LLC History New 6,183 743 0.46% 1669 +6,183 New Q4 2025 Feb 13, 2026
Ardent Capital Management, Inc. History No change 6,183 743 0.29% 0.31% 1668 0 0.0% Q4 2025 Feb 12, 2026
WEALTH EFFECTS LLC History Added to 6,181 742 0.23% 0.23% 1670 +200 3.34% Q4 2025 Jan 26, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 6,162 740 0.05% 0.06% 1671 -1,238 -16.73% Q4 2025 Feb 06, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 6,140 737 0.3% 0.32% 1672 -160 -2.54% Q4 2025 Jan 22, 2026
Ridgeline Wealth Planning, LLC History Reduced 6,113 734 0.52% 0.59% 1673 -519 -7.83% Q4 2025 Feb 03, 2026
Excelsior Advisor Network LLC History New 6,073 729 0.35% 1675 +6,073 New Q4 2025 Feb 13, 2026
Truepoint, Inc. History Reduced 6,073 729 0.02% 0.02% 1674 -54 -0.88% Q4 2025 Feb 11, 2026
Total Clarity Wealth Management, Inc. History Added to 6,065 728 0.18% 0.15% 1676 +1,378 29.4% Q4 2025 Feb 02, 2026
Washington Trust Advisors, Inc. History Reduced 6,055 727 0.06% 0.05% 1677 -27 -0.44% Q4 2025 Feb 03, 2026
RHUMBLINE ADVISERS History Reduced 6,048 726 0.0% 0.0% 1678 -40,808 -87.09% Q4 2025 Feb 13, 2026
Empirical Asset Management, LLC History Reduced 6,029 724 0.2% 0.21% 1679 -406 -6.31% Q4 2025 Feb 06, 2026
Legacy Wealth Partners, LLC History New 5,998 720 0.19% 1681 +5,998 New Q4 2025 Feb 17, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Reduced 5,995 720 0.32% 0.4% 1680 -562 -8.57% Q4 2025 Feb 10, 2026
ETF Store, Inc. History Reduced 5,986 719 0.73% 0.8% 1682 -329 -5.21% Q4 2025 Jan 22, 2026
EVOLVE PRIVATE WEALTH, LLC History New 5,977 718 0.04% 1683 +5,977 New Q4 2025 Feb 17, 2026
Professional Financial Advisors, LLC History Reduced 5,957 715 0.15% 0.15% 1684 -23 -0.38% Q4 2025 Jan 15, 2026
JB Capital LLC History Added to 5,944 714 0.03% 0.03% 1686 +716 13.7% Q4 2025 Jan 20, 2026
Main Street Financial Solutions, LLC History Added to 5,947 714 0.05% 0.04% 1685 +502 9.22% Q4 2025 Feb 17, 2026
Creekside Partners History Added to 5,919 711 0.3% 0.31% 1687 +5 0.08% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History New 5,913 710 0.02% 1688 +5,913 New Q4 2025 Feb 13, 2026
Beacon Financial Advisory LLC History Reduced 5,903 709 0.16% 0.18% 1690 -660 -10.06% Q4 2025 Feb 17, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Added to 5,901 709 0.24% 0.23% 1691 +80 1.37% Q4 2025 Jan 29, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 5,902 709 0.04% 0.04% 1689 +68 1.17% Q4 2025 Jan 15, 2026
Rockport Wealth LLC History Reduced 5,888 707 0.14% 0.23% 1693 -3,471 -37.09% Q4 2025 Feb 06, 2026
McNaughton Wealth Management, LLC History Added to 5,885 707 0.29% 0.29% 1692 +3 0.05% Q4 2025 Jan 12, 2026
Argos Wealth Advisors, LLC History New 5,871 705 0.19% 1696 +5,871 New Q4 2025 Feb 04, 2026
First Heartland Consultants, Inc. History Reduced 5,868 705 0.05% 0.06% 1694 -654 -10.03% Q4 2025 Jan 09, 2026
Meridian Wealth Advisors, LLC History Reduced 5,873 705 0.1% 0.1% 1695 -6 -0.1% Q4 2025 Feb 17, 2026
Advisory Alpha, LLC History Reduced 5,862 704 0.02% 0.02% 1697 -47 -0.8% Q4 2025 Feb 06, 2026
Ledyard National Bank History Added to 5,843 702 0.06% 0.06% 1698 +166 2.92% Q4 2025 Jan 21, 2026
Dupree Financial Group, LLC History Reduced 5,847 702 0.26% 0.27% 1699 -71 -1.2% Q4 2025 Jan 29, 2026
Yukon Wealth Management, Inc. History Reduced 5,424 701 0.4% 0.25% 1700 -991 -15.45% Q4 2025 Feb 10, 2026
Daner Wealth Management, LLC History Reduced 5,302 700 0.43% 0.4% 1701 -2 -0.04% Q4 2025 Feb 11, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History Added to 5,824 699 0.17% 0.18% 1702 +331 6.03% Q4 2025 Feb 06, 2026
MOTIVE WEALTH ADVISORS History Reduced 5,814 698 0.3% 0.3% 1703 -8 -0.14% Q4 2025 Jan 15, 2026
Kearns & Associates LLC History No change 5,808 698 0.36% 0.37% 1704 0 0.0% Q4 2025 Jan 08, 2026
GM Advisory Group, LLC History Added to 5,805 697 0.03% 0.02% 1705 +1,754 43.3% Q4 2025 Feb 13, 2026
Main Street Group, LTD History Added to 5,793 696 0.24% 0.19% 1707 +194 3.46% Q4 2025 Jan 26, 2026
Janney Capital Management LLC History Reduced 5,794 696 0.04% 0.04% 1706 -29 -0.5% Q4 2025 Feb 11, 2026
KEYVANTAGE WEALTH, LLC History Reduced 5,786 695 0.3% 0.35% 1709 -1,149 -16.57% Q4 2025 Feb 10, 2026
Brightwater Advisory LLC History Reduced 5,790 695 0.47% 0.48% 1708 -91 -1.55% Q4 2025 Feb 12, 2026
Advanced Asset Management Advisors Inc History No change 5,781 694 0.19% 0.18% 1710 0 0.0% Q4 2025 Feb 02, 2026
Cornerstone Planning Group LLC History Reduced 5,442 691 0.11% 0.13% 1712 -1,438 -20.9% Q4 2025 Feb 02, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Reduced 5,754 691 0.18% 0.2% 1711 -129 -2.19% Q4 2025 Feb 13, 2026
Outlook Wealth Advisors, LLC History Reduced 5,744 690 0.16% 0.18% 1713 -178 -3.01% Q4 2025 Feb 11, 2026
High Probability Advisors, LLC History Added to 5,731 688 0.09% 0.06% 1715 +2,177 61.25% Q4 2025 Jan 29, 2026
Crews Bank & Trust History Reduced 5,726 688 0.1% 0.1% 1716 -70 -1.21% Q4 2025 Jan 21, 2026
Crew Capital Management, Ltd History No change 5,731 688 0.43% 0.46% 1714 0 0.0% Q4 2025 Jan 16, 2026
Adams Wealth Management History Added to 5,714 686 0.15% 0.14% 1717 +172 3.1% Q4 2025 Feb 18, 2026
CacheTech Inc. History Added to 5,714 686 0.13% 0.13% 1718 +172 3.1% Q4 2025 Feb 18, 2026
Shade Tree Advisors LLC History New 5,700 685 0.52% 1719 +5,700 New Q4 2025 Feb 04, 2026
Helium Advisors LLC History Reduced 5,695 684 0.69% 0.65% 1722 -875 -13.32% Q4 2025 Feb 12, 2026
Brookmont Capital Management History Added to 5,692 684 0.4% 0.37% 1720 +40 0.71% Q4 2025 Feb 10, 2026
Bouchey Financial Group Ltd History Reduced 5,699 684 0.05% 0.05% 1721 -13 -0.23% Q4 2025 Jan 16, 2026
Greenspring Advisors, LLC History New 5,682 682 0.04% 1723 +5,682 New Q4 2025 Feb 10, 2026
Alta Wealth Advisors LLC History Added to 5,672 681 0.23% 0.19% 1724 +1,173 26.07% Q4 2025 Feb 03, 2026
Invesco Ltd. History Reduced 5,660 680 0.0% 0.0% 1725 -487 -7.92% Q4 2025 Feb 19, 2026
S.E.E.D. Planning Group LLC History Reduced 5,660 680 0.19% 0.2% 1726 -125 -2.16% Q4 2025 Jan 09, 2026
Ocean Park Asset Management, LLC History Reduced 5,657 679 0.03% 0.03% 1727 -529 -8.55% Q4 2025 Jan 15, 2026
McIlrath & Eck, LLC History Reduced 5,641 677 0.06% 0.07% 1728 -300 -5.05% Q4 2025 Feb 03, 2026
PHILADELPHIA TRUST CO History Reduced 5,624 676 0.05% 0.05% 1729 -500 -8.16% Q4 2025 Feb 12, 2026
August Group Capital Ltd History New 5,616 674 0.75% 1731 +5,616 New Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 5,615 674 0.05% 0.05% 1730 +3 0.05% Q4 2025 Jan 08, 2026
Stonebridge Financial Group, LLC History Reduced 5,595 672 0.06% 0.14% 1734 -7,883 -58.49% Q4 2025 Jan 21, 2026
Facet Wealth, Inc. History Added to 5,289 672 0.01% 0.01% 1733 +2,378 81.69% Q4 2025 Jan 29, 2026
American Investment Services, Inc. History Reduced 5,598 672 0.16% 0.17% 1732 -188 -3.25% Q4 2025 Feb 13, 2026
InvesTrust History Reduced 5,580 670 0.26% 0.24% 1735 -24 -0.43% Q4 2025 Jan 14, 2026
COFG Advisors, LLC History New 5,569 669 0.17% 1738 +5,569 New Q4 2025 Feb 10, 2026
American Institute for Advanced Investment Management, LLP History Reduced 5,574 669 0.43% 0.45% 1737 -155 -2.71% Q4 2025 Feb 04, 2026
CNB Bank History Added to 5,574 669 0.27% 0.27% 1736 +23 0.41% Q4 2025 Feb 11, 2026
VestGen Advisors, LLC History Reduced 5,556 667 0.03% 0.11% 1740 -21,516 -79.48% Q4 2025 Feb 17, 2026
Exchange Bank History Added to 5,558 667 0.46% 0.46% 1739 +32 0.58% Q4 2025 Jan 13, 2026
Roble, Belko & Company, Inc History Reduced 5,545 666 0.09% 0.09% 1741 -63 -1.12% Q4 2025 Jan 12, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 5,550 666 0.29% 0.3% 1742 0 0.0% Q4 2025 Jan 12, 2026
HFG Advisors, Inc. History Reduced 5,530 664 0.48% 0.52% 1744 -418 -7.03% Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History Reduced 5,527 664 0.02% 0.03% 1743 -241 -4.18% Q4 2025 Jan 07, 2026
GGM Financials LLC History Reduced 5,509 662 0.32% 0.33% 1745 -18 -0.33% Q4 2025 Feb 04, 2026
Ballast Rock Private Wealth LLC History New 5,504 661 0.41% 1747 +5,504 New Q4 2025 Feb 04, 2026
Portfolio Resources Advisor Group, Inc. History New 5,503 661 0.66% 1746 +5,503 New Q4 2025 Feb 13, 2026
SFM, LLC History Reduced 5,491 659 0.39% 0.39% 1748 -154 -2.73% Q4 2025 Jan 23, 2026
River Wealth Advisors LLC History Reduced 5,481 658 0.07% 0.08% 1749 -81 -1.46% Q4 2025 Feb 13, 2026
Alexander Randolph Advisory, Inc. History No change 5,473 657 0.55% 0.54% 1750 0 0.0% Q4 2025 Feb 05, 2026
Clarendon Private LLC History Added to 5,455 655 0.56% 0.37% 1751 +2,000 57.89% Q4 2025 Feb 05, 2026
SP Asset Management LLC History Added to 5,442 654 0.05% 0.05% 1752 +1 0.02% Q4 2025 Jan 28, 2026
LPWM LLC History New 5,435 653 0.16% 1754 +5,435 New Q4 2025 Jan 06, 2026
Insight Wealth Strategies, LLC History Reduced 5,436 653 0.07% 0.08% 1753 -535 -8.96% Q4 2025 Jan 02, 2026
21 West Wealth Management LLC History No change 5,436 653 0.6% 0.61% 1755 0 0.0% Q4 2025 Jan 13, 2026
Sunpointe, LLC History Added to 5,394 648 0.21% 0.23% 1756 +1 0.02% Q4 2025 Jan 23, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History New 5,394 647 0.6% 1757 +5,394 New Q4 2025 Feb 12, 2026
Costello Asset Management, INC History Reduced 5,373 645 0.21% 0.21% 1758 -20 -0.37% Q4 2025 Feb 03, 2026
Keating Financial Advisory Services, Inc. History New 5,367 644 0.09% 1759 +5,367 New Q4 2025 Feb 09, 2026
Jackson Hole Capital Partners, LLC History Added to 5,342 642 0.11% 0.1% 1760 +308 6.12% Q4 2025 Jan 30, 2026
W ADVISORS, LLC History Reduced 5,342 642 0.32% 0.34% 1762 -148 -2.7% Q4 2025 Feb 13, 2026
Alhambra Investment Management LLC History Reduced 5,350 642 0.3% 0.3% 1761 -11 -0.21% Q4 2025 Jan 15, 2026
Hoxton Planning & Management, LLC History Added to 5,346 642 0.19% 0.2% 1763 +11 0.21% Q4 2025 Feb 11, 2026
Arnold Financial Planning LLC History New 5,313 638 0.66% 1764 +5,313 New Q4 2025 Jan 27, 2026
Petros Family Wealth, LLC History New 5,300 636 0.42% 1765 +5,300 New Q4 2025 Jan 14, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 5,283 634 0.08% 0.09% 1766 -103 -1.91% Q4 2025 Feb 04, 2026
Tyche Wealth Partners LLC History Reduced 5,267 632 0.1% 0.11% 1767 -209 -3.82% Q4 2025 Jan 23, 2026
First National Advisers, LLC History Reduced 5,258 631 0.09% 0.09% 1768 -29 -0.55% Q4 2025 Feb 04, 2026
MASECO LLP History New 5,231 628 0.03% 1770 +5,231 New Q4 2025 Jan 22, 2026
Cyndeo Wealth Partners, LLC History Added to 5,226 628 0.03% 0.03% 1769 +1,074 25.87% Q4 2025 Jan 07, 2026
Triad Wealth Partners, LLC History Added to 5,224 627 0.06% 0.07% 1773 +792 17.87% Q4 2025 Jan 22, 2026
Marshall Financial Group, LLC History Reduced 5,223 627 0.12% 0.14% 1771 -760 -12.7% Q4 2025 Jan 09, 2026
Glass Jacobson Investment Advisors llc History Added to 5,220 627 0.23% 0.22% 1772 +25 0.48% Q4 2025 Jan 22, 2026
Fortune Financial Advisors, LLC History Reduced 5,217 626 0.42% 0.52% 1776 -644 -10.99% Q4 2025 Jan 23, 2026
Vanguard Personalized Indexing Management, LLC History Added to 5,210 626 0.01% 0.01% 1775 +232 4.66% Q4 2025 Feb 13, 2026
Haverford Financial Services, Inc. History No change 5,210 626 0.18% 0.17% 1774 0 0.0% Q4 2025 Feb 13, 2026
UPTICK PARTNERS, LLC History Added to 5,178 622 0.13% 0.15% 1778 +434 9.15% Q4 2025 Feb 02, 2026
Fiduciary Wealth Partners, LLC History No change 5,183 622 0.26% 0.26% 1777 0 0.0% Q4 2025 Jan 28, 2026
Carson Advisory Inc. History Added to 5,154 619 0.32% 0.33% 1779 +40 0.78% Q4 2025 Feb 12, 2026
Seaside Wealth Management, Inc. History No change 5,157 619 0.18% 0.18% 1780 0 0.0% Q4 2025 Feb 17, 2026
3Chopt Investment Partners, LLC History No change 5,150 618 0.14% 0.14% 1781 0 0.0% Q4 2025 Feb 10, 2026
TritonPoint Partners, LLC History New 5,139 617 0.33% 1785 +5,139 New Q4 2025 Feb 13, 2026
Fortitude Advisory Group L.L.C. History Added to 5,139 617 0.26% 0.21% 1783 +1,821 54.88% Q4 2025 Feb 13, 2026
Strathmore Capital Advisors, Inc. History Reduced 5,134 617 0.2% 0.27% 1784 -487 -8.66% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 5,138 617 0.02% 0.02% 1782 +160 3.21% Q4 2025 Jan 30, 2026
ATLAS CAPITAL ADVISORS INC. History New 5,129 616 0.07% 1786 +5,129 New Q4 2025 Feb 13, 2026
Relyea Zuckerberg Hanson LLC History Added to 5,128 616 0.06% 0.06% 1787 +646 14.41% Q4 2025 Jan 20, 2026
GreatBanc Trust CO History Reduced 5,120 615 0.43% 0.43% 1788 -118 -2.25% Q4 2025 Feb 12, 2026
Clear Harbor Asset Management, LLC History No change 5,123 615 0.04% 0.04% 1789 0 0.0% Q4 2025 Feb 10, 2026
TSFG, LLC History Added to 5,112 614 0.09% 0.1% 1790 +9 0.18% Q4 2025 Feb 04, 2026
Wealth Group Ltd History Reduced 5,106 613 0.14% 0.15% 1792 -296 -5.48% Q4 2025 Jan 12, 2026
Strategic Financial Planning, Inc. History Reduced 5,107 613 0.35% 0.36% 1791 -113 -2.16% Q4 2025 Feb 17, 2026
GRANVILLE CAPITAL, INC. History New 5,091 611 0.32% 1793 +5,091 New Q4 2025 Feb 13, 2026
Gilman Hill Asset Management, LLC History No change 5,075 609 0.1% 0.09% 1794 0 0.0% Q4 2025 Jan 12, 2026
KW WEALTH MANAGEMENT LLC History Reduced 5,061 608 0.92% 1.03% 1795 -40 -0.78% Q4 2025 Feb 25, 2026
Somerset Trust Co History No change 5,059 607 0.19% 0.19% 1796 0 0.0% Q4 2025 Jan 09, 2026
GatePass Capital, LLC History Added to 5,024 603 0.31% 0.23% 1797 +1,672 49.88% Q4 2025 Feb 09, 2026
Landing Point Financial Group, LLC History Reduced 5,005 601 0.3% 0.34% 1798 -442 -8.11% Q4 2025 Feb 11, 2026
ALLSTATE CORP History No change 5,000 600 0.01% 0.01% 1799 0 0.0% Q4 2025 Feb 09, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 4,724 597 0.04% 0.04% 1800 +829 21.28% Q4 2025 Feb 13, 2026
Marex Group plc History Reduced 4,968 597 0.0% 0.0% 1801 -624 -11.16% Q4 2025 Feb 12, 2026
SIERRA SUMMIT ADVISORS LLC History Reduced 4,959 595 0.09% 0.1% 1803 -575 -10.39% Q4 2025 Feb 06, 2026
Davidson Kahn Capital Management, LLC History Reduced 4,953 595 0.31% 0.33% 1804 -40 -0.8% Q4 2025 Jan 28, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 4,666 595 0.01% 0.0% 1802 0 0.0% Q4 2025 Jan 28, 2026
Private Capital Management, LLC History Reduced 4,946 594 0.05% 0.05% 1805 -100 -1.98% Q4 2025 Feb 17, 2026
Live Oak Private Wealth LLC History Added to 4,933 592 0.08% 0.08% 1806 +22 0.45% Q4 2025 Jan 23, 2026
Nemes Rush Group LLC History Added to 4,915 590 0.06% 0.01% 1808 +4,197 584.54% Q4 2025 Feb 11, 2026
Balefire, LLC History Added to 4,914 590 0.11% 0.09% 1807 +946 23.84% Q4 2025 Jan 12, 2026
Financial Perspectives, Inc History Added to 4,912 590 0.16% 0.16% 1809 +168 3.54% Q4 2025 Jan 28, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 4,902 589 0.02% 0.02% 1810 +95 1.98% Q4 2025 Jan 12, 2026
Maia Wealth LLC History Added to 4,553 589 0.1% 0.09% 1811 +25 0.55% Q4 2025 Feb 17, 2026
FLYWHEEL PRIVATE WEALTH LLC History No change 4,896 588 0.37% 0.45% 1812 0 0.0% Q4 2025 Jan 14, 2026
GWN SECURITIES INC. History Added to 4,889 587 0.12% 0.13% 1813 +18 0.37% Q4 2025 Feb 11, 2026
EJMK Ventures LLC History New 4,851 582 0.36% 1815 +4,851 New Q4 2025 Mar 03, 2026
FMB WEALTH MANAGEMENT History No change 4,846 582 0.23% 0.24% 1814 0 0.0% Q4 2025 Jan 22, 2026
BAYBAN History New 4,832 580 0.51% 1816 +4,832 New Q4 2025 Mar 05, 2026
Modus Advisors, LLC History Reduced 4,818 579 0.15% 0.17% 1817 -558 -10.38% Q4 2025 Feb 11, 2026
Stokes Family Office, LLC History Added to 4,824 579 0.05% 0.05% 1818 +467 10.72% Q4 2025 Feb 18, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 4,796 576 0.03% 0.04% 1819 -387 -7.47% Q4 2025 Jan 20, 2026
POSTROCK PARTNERS LLC History No change 4,800 576 0.25% 0.25% 1820 0 0.0% Q4 2025 Jan 16, 2026
BCS Wealth Management History Added to 4,770 573 0.06% 0.06% 1821 +2,363 98.17% Q4 2025 Jan 26, 2026
SFG Wealth Management, LLC. History Added to 4,754 571 0.22% 0.23% 1823 +361 8.22% Q4 2025 Feb 03, 2026
PATTEN & PATTEN INC/TN History Reduced 4,753 571 0.03% 0.03% 1822 -6 -0.13% Q4 2025 Feb 03, 2026
Upper Left Wealth Management, LLC History Reduced 4,735 569 0.35% 0.36% 1824 -109 -2.25% Q4 2025 Jan 22, 2026
Argent Advisors, Inc. History No change 4,724 567 0.16% 0.17% 1825 0 0.0% Q4 2025 Feb 11, 2026
Lakeridge Wealth Management LLC History Added to 4,714 566 0.26% 0.25% 1827 +31 0.66% Q4 2025 Jan 07, 2026
CAPITAL CITY TRUST CO/FL History No change 4,714 566 0.13% 0.14% 1826 0 0.0% Q4 2025 Feb 03, 2026
Bonfire Financial History Added to 4,697 564 0.42% 0.41% 1828 +181 4.01% Q4 2025 Jan 27, 2026
Grant Private Wealth Management Inc History No change 4,698 564 0.34% 0.34% 1829 0 0.0% Q4 2025 Jan 05, 2026
JGP Wealth Management, LLC History Added to 4,690 563 0.06% 0.06% 1831 +118 2.58% Q4 2025 Jan 12, 2026
North Star Investment Management Corp. History Reduced 4,688 563 0.04% 0.04% 1830 -61 -1.28% Q4 2025 Jan 30, 2026
CBIZ Investment Advisory Services, LLC History Added to 4,680 562 0.02% 0.02% 1832 +120 2.63% Q4 2025 Feb 09, 2026
Claris Financial LLC History Added to 4,675 561 0.3% 0.18% 1833 +2,048 77.96% Q4 2025 Feb 19, 2026
Finley Financial, LLC History No change 4,660 560 0.26% 0.26% 1834 0 0.0% Q4 2025 Jan 21, 2026
GDS Wealth Management History Added to 4,648 558 0.03% 0.03% 1836 +226 5.11% Q4 2025 Feb 02, 2026
FIRST TRUST ADVISORS LP History Added to 4,651 558 0.0% 0.0% 1835 +78 1.71% Q4 2025 Feb 13, 2026
Orange Investment Advisors, Inc. History Added to 4,636 557 0.06% 0.05% 1837 +375 8.8% Q4 2025 Feb 06, 2026
Running Point Capital Advisors, LLC History No change 4,640 557 0.15% 0.15% 1838 0 0.0% Q4 2025 Feb 17, 2026
WealthBridge Capital Management, LLC History Reduced 4,622 555 0.13% 0.13% 1839 -75 -1.6% Q4 2025 Jan 21, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 4,618 554 0.17% 0.15% 1840 +680 17.27% Q4 2025 Jan 12, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 4,602 553 0.12% 0.12% 1842 -65 -1.39% Q4 2025 Jan 21, 2026
Lazard Freres Gestion S.A.S. History No change 4,602 553 0.01% 0.01% 1841 0 0.0% Q4 2025 Feb 06, 2026
Financial Insights, Inc. History Added to 4,594 552 0.19% 0.08% 1843 +2,682 140.27% Q4 2025 Mar 31, 2026
Quartz Partners, LLC History Added to 4,598 552 0.21% 0.08% 1844 +2,673 138.86% Q4 2025 Feb 13, 2026
Trust Co History Added to 4,580 550 0.05% 0.0% 1845 +4,322 1675.19% Q4 2025 Jan 15, 2026
Williams Jones Wealth Management, LLC. History Reduced 4,576 549 0.01% 0.01% 1846 -75 -1.61% Q4 2025 Feb 13, 2026
Financial Council, LLC History No change 4,569 549 0.22% 0.24% 1847 0 0.0% Q4 2025 Feb 05, 2026
71 West Capital Partners History New 4,568 548 0.03% 1849 +4,568 New Q4 2025 Feb 17, 2026
DDD Partners, LLC History Added to 4,563 548 0.03% 0.03% 1848 +55 1.22% Q4 2025 Jan 22, 2026
Beacon Bank & Trust History Reduced 4,555 547 0.11% 0.12% 1850 -125 -2.67% Q4 2025 Feb 17, 2026
Shared Vision Wealth Group LLC History Reduced 4,242 543 0.22% 0.22% 1851 -160 -3.63% Q4 2025 Feb 11, 2026
Pinnacle Financial Group, LLC / IL History Reduced 4,512 542 0.16% 0.17% 1853 -172 -3.67% Q4 2025 Feb 05, 2026
BSW Wealth Partners History Reduced 4,510 542 0.07% 0.07% 1852 -60 -1.31% Q4 2025 Jan 23, 2026
Tassel Capital Management, Inc. History Added to 4,516 542 0.33% 0.34% 1854 +33 0.74% Q4 2025 Feb 13, 2026
SFAM, LLC History New 4,496 540 0.49% 1856 +4,496 New Q4 2025 Feb 12, 2026
DOLIVER ADVISORS, LP History No change 4,497 540 0.14% 0.14% 1855 0 0.0% Q4 2025 Jan 06, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 4,488 539 0.1% 0.11% 1857 -381 -7.83% Q4 2025 Feb 09, 2026
Synergy Asset Management, LLC History Reduced 4,483 538 0.06% 0.06% 1858 -9,166 -67.16% Q4 2025 Jan 13, 2026
Winthrop Advisory Group LLC History Reduced 4,477 537 0.05% 0.05% 1859 -204 -4.36% Q4 2025 Jan 21, 2026
Clark Asset Management, LLC History Reduced 4,461 536 0.06% 0.08% 1860 -987 -18.12% Q4 2025 Jan 27, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 4,458 535 0.0% 0.0% 1861 -570 -11.34% Q4 2025 Feb 17, 2026
Strategies Wealth Advisors, LLC History Reduced 4,458 535 0.05% 0.06% 1864 -354 -7.36% Q4 2025 Feb 13, 2026
S.A. Mason LLC History No change 4,453 535 0.21% 0.23% 1862 0 0.0% Q4 2025 Jan 29, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 4,459 535 0.1% 0.09% 1863 0 0.0% Q4 2025 Feb 12, 2026
Asset Allocation & Management Company, LLC History No change 4,441 534 0.21% 0.22% 1865 0 0.0% Q4 2025 Jan 12, 2026
Howard Capital Management Group, LLC History No change 4,449 534 0.03% 0.03% 1866 0 0.0% Q4 2025 Jan 16, 2026
WHALEROCK POINT PARTNERS, LLC History Added to 4,438 533 0.1% 0.11% 1867 +1 0.02% Q4 2025 Feb 13, 2026
Vantus Wealth LLC History New 4,430 532 0.39% 1868 +4,430 New Q4 2025 Feb 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 4,417 530 0.08% 0.08% 1869 +6 0.14% Q4 2025 Feb 09, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 4,414 530 0.05% 0.05% 1870 +6 0.14% Q4 2025 Feb 23, 2026
Vines Capital Management, LLC History New 4,408 529 0.52% 1872 +4,408 New Q4 2025 Feb 17, 2026
PRIMORIS WEALTH ADVISORS, LLC History Reduced 4,402 529 0.32% 0.34% 1871 -99 -2.2% Q4 2025 Feb 03, 2026
Squarepoint Ops LLC History No change 4,400 528 0.0% 0.0% 1873 0 0.0% Q4 2025 Feb 13, 2026
FC Advisory LLC History Added to 4,389 527 0.15% 0.15% 1874 +41 0.94% Q4 2025 Jan 13, 2026
Avondale Wealth Management History Reduced 4,380 526 0.27% 0.31% 1875 -600 -12.05% Q4 2025 Feb 17, 2026
Nabity-Jensen Investment Management Inc History No change 4,380 526 0.36% 0.36% 1876 0 0.0% Q4 2025 Jan 26, 2026
Cove Private Wealth, LLC History No change 4,365 524 0.16% 0.16% 1877 0 0.0% Q4 2025 Jan 23, 2026
MELFA WEALTH MANAGEMENT, INC. History No change 4,353 523 0.3% 0.3% 1878 0 0.0% Q4 2025 Jan 16, 2026
Courage Miller Partners, LLC History Reduced 4,335 520 0.16% 0.16% 1879 -27 -0.62% Q4 2025 Jan 26, 2026
Investment Research Partners LLC History Added to 4,329 520 0.22% 0.23% 1880 +2 0.05% Q4 2025 Feb 12, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 4,320 519 0.02% 0.01% 1881 0 0.0% Q4 2025 Jan 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 4,315 518 0.0% 0.01% 1882 -156 -3.49% Q4 2025 Feb 05, 2026
Parkside Investments, LLC History Reduced 4,294 516 0.06% 0.07% 1883 -300 -6.53% Q4 2025 Feb 09, 2026
Balboa Wealth Partners History Added to 4,288 515 0.09% 0.09% 1884 +4 0.09% Q4 2025 Jan 16, 2026
Leisure Capital Management History No change 4,283 514 0.17% 0.17% 1885 0 0.0% Q4 2025 Jan 27, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 4,269 513 0.02% 0.02% 1886 +32 0.76% Q4 2025 Jan 12, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 4,267 512 0.02% 0.02% 1887 +67 1.6% Q4 2025 Feb 10, 2026
MONEYWISE, INC. History Reduced 4,256 511 0.21% 0.3% 1889 -1,317 -23.63% Q4 2025 Feb 05, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 4,260 511 0.03% 0.03% 1888 -70 -1.62% Q4 2025 Jan 23, 2026
BANQUE PICTET & CIE SA History Reduced 4,249 510 0.0% 0.0% 1890 -1,000 -19.05% Q4 2025 Jan 16, 2026
Peloton Wealth Strategists History Added to 4,239 509 0.2% 0.14% 1891 +1,255 42.06% Q4 2025 Feb 17, 2026
EPG Wealth Management LLC History Reduced 4,240 509 0.14% 0.14% 1892 -175 -3.96% Q4 2025 Jan 28, 2026
FWG Investments, LLC. History Reduced 4,231 508 0.32% 0.34% 1895 -3 -0.07% Q4 2025 Jan 28, 2026
Pine Haven Investment Counsel, Inc History No change 4,230 508 0.36% 0.36% 1893 0 0.0% Q4 2025 Jan 08, 2026
Allie Family Office LLC History No change 4,229 508 0.24% 0.24% 1894 0 0.0% Q4 2025 Feb 13, 2026
Nilsine Partners, LLC History Reduced 4,204 505 0.04% 0.07% 1896 -2,480 -37.1% Q4 2025 Jan 15, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 4,194 504 0.09% 0.09% 1897 +43 1.04% Q4 2025 Jan 14, 2026
Nautilus Advisors LLC History Reduced 4,190 503 0.33% 0.35% 1898 -204 -4.64% Q4 2025 Jan 22, 2026
Charter Oak Capital Management, LLC History Reduced 4,177 502 0.04% 0.04% 1899 -289 -6.47% Q4 2025 Jan 23, 2026
Tribridge Partners Financial LLC History Added to 4,164 500 0.21% 0.22% 1900 +99 2.44% Q4 2025 Jan 26, 2026
Concentrum Wealth Management History Added to 4,157 499 0.14% 0.11% 1901 +843 25.44% Q4 2025 Feb 04, 2026
Dale Q Rice Investment Management Ltd History Reduced 4,148 498 0.36% 0.39% 1903 -575 -12.17% Q4 2025 Jan 30, 2026
Kooman & Associates History Reduced 4,145 498 0.15% 0.16% 1902 -155 -3.6% Q4 2025 Jan 23, 2026
HighRoad Wealth Advisors, LLC History New 4,131 496 0.47% 1905 +4,131 New Q4 2025 Jan 27, 2026
Thomasville National Bank History Reduced 4,128 496 0.03% 0.03% 1904 -55 -1.31% Q4 2025 Jan 26, 2026
Evansbrook LLC History New 4,124 495 0.33% 1909 +4,124 New Q4 2025 Feb 19, 2026
Stelac Advisory Services LLC History Reduced 4,126 495 0.18% 0.24% 1907 -1,648 -28.54% Q4 2025 Feb 12, 2026
Keystone Wealth Services, LLC History Added to 4,123 495 0.1% 0.1% 1908 +103 2.56% Q4 2025 Jan 26, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History No change 4,125 495 0.04% 0.04% 1906 0 0.0% Q4 2025 Jan 12, 2026
Ballentine Capital Advisors, Inc History No change 4,106 493 0.21% 0.22% 1910 0 0.0% Q4 2025 Feb 02, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History New 4,092 491 0.22% 1912 +4,092 New Q4 2025 Feb 06, 2026
BAM Wealth Management, LLC History Reduced 4,087 491 0.36% 0.47% 1913 -1,024 -20.04% Q4 2025 Jan 20, 2026
APPLETON PARTNERS INC/MA History Reduced 4,088 491 0.03% 0.03% 1911 -81 -1.94% Q4 2025 Jan 09, 2026
Downshift Financial, LLC History New 3,801 487 0.3% 1914 +3,801 New Q4 2025 Mar 11, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 4,051 486 0.02% 0.02% 1915 +1 0.02% Q4 2025 Feb 12, 2026
Davies Financial Advisors, Inc. History Reduced 4,043 485 0.9% 1.02% 1917 -6,516 -61.71% Q4 2025 Jan 27, 2026
Clear Point Advisors Inc. History Reduced 4,039 485 0.38% 0.4% 1916 -351 -8.0% Q4 2025 Feb 10, 2026
Gouws Capital LLC History No change 4,025 483 0.26% 0.26% 1918 0 0.0% Q4 2025 Feb 02, 2026
Plum Street Advisors, LLC History No change 4,008 481 0.17% 0.18% 1919 0 0.0% Q4 2025 Feb 13, 2026
LAM GROUP, INC. History No change 4,000 480 0.27% 0.29% 1920 0 0.0% Q4 2025 Jan 23, 2026
Veracity Capital LLC History Reduced 3,987 479 0.14% 0.9% 1921 -19,888 -83.3% Q4 2025 Jan 29, 2026
CVFG LLC History Reduced 3,994 479 0.33% 0.34% 1922 -11 -0.27% Q4 2025 Feb 06, 2026
Polaris Investment Advisors, LLC History New 3,966 476 0.34% 1924 +3,966 New Q4 2025 Jan 15, 2026
First PREMIER Bank History Reduced 3,968 476 0.11% 0.11% 1923 -125 -3.05% Q4 2025 Jan 23, 2026
Ironwood Investment Counsel, LLC History Added to 3,944 474 0.07% 0.07% 1925 +15 0.38% Q4 2025 Feb 06, 2026
Meramec Financial Planners, LLC History New 3,592 473 0.18% 1928 +3,592 New Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 3,937 473 0.09% 0.09% 1927 -62 -1.55% Q4 2025 Feb 12, 2026
Aufman Associates Inc History Added to 3,941 473 0.24% 0.26% 1926 +10 0.25% Q4 2025 Feb 11, 2026
SeaCrest Wealth Management, LLC History Reduced 3,817 472 0.05% 0.05% 1929 -180 -4.5% Q4 2025 Jan 12, 2026
RFP Financial Group LLC History Reduced 3,906 469 0.22% 1.75% 1930 -33,351 -89.52% Q4 2025 Feb 13, 2026
Lantz Financial LLC History Reduced 3,891 467 0.1% 0.11% 1931 -241 -5.83% Q4 2025 Jan 14, 2026
MOSAIC FINANCIAL GROUP, LLC History Reduced 3,879 466 0.32% 0.34% 1932 -161 -3.99% Q4 2025 Feb 13, 2026
Clarity Wealth Advisors, LLC History Added to 3,866 464 0.09% 0.08% 1933 +804 26.26% Q4 2025 Jan 23, 2026
Vident Advisory, LLC History Added to 3,859 463 0.0% 0.0% 1934 +717 22.82% Q4 2025 Feb 18, 2026
DUNCKER STREETT & CO INC History No change 3,843 461 0.08% 0.08% 1935 0 0.0% Q4 2025 Jan 27, 2026
Cascade Financial Partners, LLC History Reduced 3,834 460 0.05% 0.05% 1936 -18 -0.47% Q4 2025 Feb 06, 2026
WEST MICHIGAN ADVISORS, LLC History Added to 3,826 459 0.11% 0.1% 1938 +318 9.06% Q4 2025 Jan 28, 2026
LifeSteps Financial, Inc. History Reduced 3,821 459 0.29% 0.29% 1937 -49 -1.27% Q4 2025 Jan 28, 2026
Acumen Wealth Advisors, LLC History New 3,814 458 0.13% 1940 +3,814 New Q4 2025 Feb 13, 2026
Legacy Capital Wealth Partners, LLC History Added to 11,890 458 0.1% 0.1% 1939 +253 2.17% Q4 2025 Jan 16, 2026
ALERUS FINANCIAL NA History Added to 3,806 457 0.02% 0.02% 1941 +9 0.24% Q4 2025 Feb 13, 2026
BlueStem Wealth Partners, LLC History Reduced 3,798 456 0.05% 0.05% 1942 -61 -1.58% Q4 2025 Feb 06, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 3,792 455 0.15% 0.16% 1943 +22 0.58% Q4 2025 Feb 12, 2026
Fortune Financial Group, Inc. History New 3,554 454 0.45% 1944 +3,554 New Q4 2025 Feb 11, 2026
Sovran Advisors, LLC History Added to 3,515 453 0.04% 0.03% 1946 +502 16.66% Q4 2025 Jan 20, 2026
Rossby Financial, LCC History Added to 3,770 453 0.14% 0.13% 1947 +309 8.93% Q4 2025 Feb 12, 2026
Milestone Asset Management Group, LLC History Added to 3,773 453 0.26% 0.28% 1948 +61 1.64% Q4 2025 Feb 03, 2026
F&V Capital Management, LLC History No change 3,770 453 0.1% 0.1% 1945 0 0.0% Q4 2025 Mar 26, 2026
KWMG, LLC History No change 3,763 452 0.04% 0.04% 1949 0 0.0% Q4 2025 Jan 16, 2026
Cherry Tree Wealth Management, LLC History Reduced 3,754 451 0.1% 0.1% 1950 -79 -2.06% Q4 2025 Feb 10, 2026
MILLENNIUM MANAGEMENT LLC History New 3,750 450 0.0% 1951 +3,750 New Q4 2025 Feb 17, 2026
Altus Wealth Group LLC History Reduced 3,751 450 0.18% 0.19% 1952 -51 -1.34% Q4 2025 Feb 13, 2026
Carbahal Olsen Financial Services Group, LLC History Added to 3,741 449 0.34% 0.34% 1953 +160 4.47% Q4 2025 Feb 02, 2026
MCRAE CAPITAL MANAGEMENT INC History Reduced 3,728 448 0.09% 0.1% 1955 -612 -14.1% Q4 2025 Feb 11, 2026
DKM Wealth Management, Inc. History Reduced 3,730 448 0.33% 0.37% 1957 -100 -2.61% Q4 2025 Jan 12, 2026
NCM Capital Management, LLC History Reduced 3,728 448 0.17% 0.17% 1956 -25 -0.67% Q4 2025 Mar 02, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,724 448 0.0% 0.0% 1954 0 0.0% Q4 2025 Feb 17, 2026
PAX Financial Group, LLC History Reduced 3,716 446 0.08% 0.13% 1959 -2,131 -36.45% Q4 2025 Feb 05, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 3,718 446 0.19% 0.19% 1958 +242 6.96% Q4 2025 Jan 29, 2026
OARSMAN CAPITAL, INC. History Added to 3,709 445 0.06% 0.06% 1960 +100 2.77% Q4 2025 Feb 13, 2026
True Link Financial Advisors, LLC History Added to 3,701 444 0.03% 0.03% 1962 +152 4.28% Q4 2025 Jan 29, 2026
Garner Asset Management Corp History Reduced 3,701 444 0.17% 0.18% 1961 -9 -0.24% Q4 2025 Feb 03, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 3,687 443 0.28% 1963 +3,687 New Q4 2025 Feb 13, 2026
Heron Bay Capital Management History No change 3,689 443 0.08% 0.08% 1964 0 0.0% Q4 2025 Feb 13, 2026
Ashford Advisors, LLC History Reduced 3,685 442 0.1% 0.15% 1965 -1,977 -34.92% Q4 2025 Jan 23, 2026
AMERIFLEX GROUP, INC. History Added to 3,682 442 0.23% 0.09% 1966 +1,716 87.28% Q4 2025 Feb 18, 2026
Wiser Advisor Group LLC History Added to 3,671 441 0.5% 0.52% 1968 +163 4.65% Q4 2025 Feb 09, 2026
SENTINEL TRUST CO LBA History No change 3,672 441 0.04% 0.04% 1967 0 0.0% Q4 2025 Jan 29, 2026
Hixon Zuercher, LLC History No change 3,656 439 0.13% 0.13% 1969 0 0.0% Q4 2025 Jan 26, 2026
Sentry LLC History No change 3,604 433 0.12% 0.11% 1970 0 0.0% Q4 2025 Jan 16, 2026
XTX Topco Ltd History Reduced 3,594 431 0.01% 0.08% 1971 -9,873 -73.31% Q4 2025 Feb 17, 2026
Greystone Financial Group, LLC History Reduced 3,592 431 0.07% 0.13% 1972 -3,289 -47.8% Q4 2025 Jan 27, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 3,591 431 0.14% 0.18% 1973 -813 -18.46% Q4 2025 Jan 27, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 3,578 430 0.01% 0.02% 1974 -376 -9.51% Q4 2025 Feb 13, 2026
CFM WEALTH PARTNERS LLC History No change 3,577 429 0.06% 0.06% 1975 0 0.0% Q4 2025 Jan 27, 2026
BigSur Wealth Management LLC History Added to 3,565 428 0.1% 0.04% 1976 +2,065 137.67% Q4 2025 Jan 27, 2026
AA Financial Advisors, LLC History Added to 3,566 428 0.08% 0.06% 1977 +798 28.83% Q4 2025 Jan 14, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 3,547 426 0.2% 1980 +3,547 New Q4 2025 Feb 17, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 3,552 426 0.01% 0.01% 1978 +225 6.76% Q4 2025 Feb 12, 2026
Bedel Financial Consulting, Inc. History No change 3,545 426 0.05% 0.05% 1979 0 0.0% Q4 2025 Jan 28, 2026
Traub Capital Management LLC History Added to 3,543 425 0.41% 0.4% 1981 +120 3.51% Q4 2025 Jan 29, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 3,536 424 0.29% 0.29% 1982 0 0.0% Q4 2025 Jan 22, 2026
CRUX WEALTH ADVISORS History Added to 3,522 423 0.16% 0.16% 1983 +16 0.46% Q4 2025 Jan 21, 2026
HARRELL INVESTMENT PARTNERS, LLC History New 3,511 422 0.1% 1984 +3,511 New Q4 2025 Jan 15, 2026
Team Hewins, LLC History No change 3,507 421 0.14% 0.14% 1985 0 0.0% Q4 2025 Jan 28, 2026
Rayburn West Financial Services LLC History New 3,500 420 0.26% 1989 +3,500 New Q4 2025 Feb 05, 2026
Asempa Wealth Advisors History New 3,497 420 0.36% 1988 +3,497 New Q4 2025 Jan 08, 2026
Shepherd Financial Partners LLC History Reduced 3,502 420 0.04% 0.05% 1987 -495 -12.38% Q4 2025 Feb 10, 2026
ARS Investment Partners, LLC History No change 3,500 420 0.02% 0.03% 1986 0 0.0% Q4 2025 Feb 05, 2026
Capstone Financial Advisors, Inc. History Added to 3,489 419 0.02% 0.02% 1990 +11 0.32% Q4 2025 Feb 17, 2026
WILLNER & HELLER, LLC History Reduced 3,479 418 0.3% 0.34% 1991 -251 -6.73% Q4 2025 Jan 12, 2026
TFB Advisors LLC History Added to 3,473 417 0.12% 0.12% 1993 +133 3.98% Q4 2025 Feb 13, 2026
Sterling Capital Management LLC History Reduced 3,475 417 0.01% 0.01% 1992 -90 -2.52% Q4 2025 Feb 13, 2026
Adelphi Trust Co History New 3,454 415 0.34% 1994 +3,454 New Q4 2025 Jan 26, 2026
Orgel Wealth Management, LLC History Reduced 3,452 414 0.01% 0.01% 1995 -203 -5.55% Q4 2025 Jan 07, 2026
Kesler, Norman & Wride, LLC History New 3,440 413 0.07% 1996 +3,440 New Q4 2025 Feb 10, 2026
Pathfinder Wealth Consulting, Inc. History New 3,440 413 0.26% 1998 +3,440 New Q4 2025 Feb 09, 2026
Ankerstar Wealth, LLC History New 3,439 413 0.41% 1997 +3,439 New Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History Added to 3,428 411 0.06% 0.05% 1999 +602 21.3% Q4 2025 Jan 22, 2026
Rollins Financial Advisors, LLC History Reduced 3,426 411 0.06% 0.07% 2001 -536 -13.53% Q4 2025 Feb 04, 2026