iSHARES TRUST - IJS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 22 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 3,242,749 368,765 0.03% 0.02% 1 -42,815 -1.3% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 3,100,925 352,637 0.02% 0.02% 2 -241,344 -7.22% Q4 2025 Feb 13, 2026
FMR LLC History Added to 1,322,707 150,418 0.01% 0.01% 3 +191,359 16.91% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,259,429 143,222 0.03% 0.03% 4 -42,715 -3.28% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,053,751 119,832 0.02% 0.02% 5 -67,451 -6.02% Q4 2025 Jan 29, 2026
LPL Financial LLC History Reduced 896,028 101,896 0.03% 0.03% 6 -268 -0.03% Q4 2025 Feb 11, 2026
Prime Capital Investment Advisors, LLC History Reduced 784,680 89,233 1.09% 1.16% 7 -48,615 -5.83% Q4 2025 Jan 21, 2026
Modera Wealth Management, LLC History Reduced 739,155 84,056 0.97% 1.06% 8 -90,519 -10.91% Q4 2025 Jan 21, 2026
AMERIPRISE FINANCIAL INC History Reduced 709,768 80,713 0.02% 0.02% 9 -3,722 -0.52% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 557,667 63,417 0.03% 0.04% 10 -11,501 -2.02% Q4 2025 Feb 06, 2026
M&T BANK CORP History Reduced 553,768 62,974 0.2% 0.22% 11 -32,883 -5.61% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 517,480 58,847 0.01% — 12 +517,480 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 502,097 57,098 0.06% 0.05% 13 +113,896 29.34% Q4 2025 Feb 06, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 492,150 55,967 0.07% 0.08% 14 -34,649 -6.58% Q4 2025 Feb 12, 2026
REGIONS FINANCIAL CORP History New 382,599 43,509 0.28% — 15 +382,599 New Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 382,223 43,466 0.03% 0.03% 16 +1,735 0.46% Q4 2025 Feb 10, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 368,968 41,959 0.01% 0.02% 17 -230,357 -38.44% Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 336,729 38,292 0.02% 0.02% 18 +11,120 3.42% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 319,942 36,383 0.0% 0.0% 19 +13,951 4.56% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 314,696 35,787 0.01% 0.01% 20 -21,431 -6.38% Q4 2025 Feb 18, 2026
STIFEL FINANCIAL CORP History Reduced 305,723 34,767 0.03% 0.03% 21 -4,388 -1.41% Q4 2025 Feb 13, 2026
World Investment Advisors History Reduced 300,601 34,184 0.55% 0.82% 22 -61,720 -17.03% Q4 2025 Mar 12, 2026
Focus Partners Wealth History Added to 294,751 33,519 0.04% 0.03% 23 +144,571 96.27% Q4 2025 Feb 13, 2026
Palisades Hudson Asset Management, L.P. History Reduced 284,157 32,314 12.53% 12.24% 24 -20,850 -6.84% Q4 2025 Jan 30, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 282,914 32,173 1.02% 1.03% 25 -3,390 -1.18% Q4 2025 Jan 30, 2026
BAILARD, INC. History Reduced 270,840 30,799 0.68% 0.66% 26 -2,374 -0.87% Q4 2025 Feb 04, 2026
BANK OF MONTREAL /CAN/ History Reduced 254,344 28,924 0.01% 0.01% 27 -1,095 -0.43% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Reduced 253,244 28,798 0.04% 0.05% 28 -7,157 -2.75% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 233,428 27,712 0.04% 0.04% 29 -7,721 -3.2% Q4 2025 Jan 08, 2026
AlphaCore Capital LLC History Added to 243,308 27,669 0.62% 0.0% 30 +242,975 72965.47% Q4 2025 Feb 05, 2026
Cetera Investment Advisers History Reduced 227,872 25,913 0.03% 0.03% 31 -37 -0.02% Q4 2025 Feb 17, 2026
Heartwood Wealth Advisors LLC History Added to 225,211 25,610 2.36% 2.3% 32 +2,556 1.15% Q4 2025 Jan 12, 2026
Mariner, LLC History Reduced 219,235 24,931 0.03% 0.03% 33 -1,262 -0.57% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 199,162 22,648 0.04% 0.04% 34 +9,493 5.01% Q4 2025 Mar 16, 2026
GHP Investment Advisors, Inc. History Reduced 197,265 22,432 0.92% 0.92% 35 -632 -0.32% Q4 2025 Jan 27, 2026
Cerity Partners LLC History Reduced 194,462 22,115 0.03% 0.04% 36 -1,422 -0.73% Q4 2025 Feb 11, 2026
MAI Capital Management History Reduced 184,933 21,030 0.12% 0.13% 37 -872 -0.47% Q4 2025 Feb 13, 2026
BROWN ADVISORY INC History Added to 183,256 20,839 0.03% 0.01% 38 +81,201 79.57% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 179,276 20,387 0.12% 0.15% 39 -13,860 -7.18% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Reduced 174,867 19,885 0.27% 0.44% 40 -34,177 -16.35% Q4 2025 Feb 06, 2026
Probity Advisors, Inc. History Reduced 173,140 19,689 3.15% 3.15% 41 -2,418 -1.38% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 169,657 19,293 0.24% 0.23% 42 +7,477 4.61% Q4 2025 Jan 29, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 165,267 18,794 0.14% 0.15% 43 -1,160 -0.7% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 157,316 17,907 0.03% 0.03% 44 -12,425 -7.32% Q4 2025 Feb 17, 2026
Creative Planning History Added to 152,393 17,330 0.01% 0.01% 45 +2,171 1.45% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 149,296 16,977 0.1% 0.11% 46 -7,428 -4.74% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 148,571 16,895 0.02% 0.02% 47 -8,299 -5.29% Q4 2025 Feb 02, 2026
Ellis Investment Partners, LLC History Reduced 141,884 16,135 2.81% 2.85% 48 -998 -0.7% Q4 2025 Feb 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 141,133 16,049 0.06% 0.06% 49 -2,362 -1.65% Q4 2025 Jan 30, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 132,771 15,098 0.73% 1.93% 50 -215,857 -61.92% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 128,338 14,594 0.0% 0.0% 51 -7,111 -5.25% Q4 2025 Mar 25, 2026
Waverly Advisors, LLC History Reduced 125,651 14,289 0.12% 0.14% 52 -5,185 -3.96% Q4 2025 Feb 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 113,865 12,948 0.83% 0.9% 53 -9,075 -7.38% Q4 2025 Jan 26, 2026
Wealth Architects, LLC History Reduced 110,336 12,547 1.13% 1.16% 54 -426 -0.38% Q4 2025 Feb 17, 2026
CIBC WORLD MARKET INC. History Added to 108,392 12,326 0.02% 0.02% 55 +6,325 6.2% Q4 2025 Feb 10, 2026
Coastal Bridge Advisors, LLC History Added to 106,267 12,084 0.9% 0.69% 56 +23,506 28.4% Q4 2025 Feb 18, 2026
Pinnacle Financial Partners, Inc. History New 103,467 11,766 0.09% — 57 +103,467 New Q4 2025 Feb 18, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 100,973 11,482 1.4% 1.31% 58 +9,402 10.27% Q4 2025 Jan 07, 2026
Lido Advisors, LLC History Added to 101,528 11,247 0.03% 0.03% 59 +4,165 4.28% Q4 2025 Feb 10, 2026
One Capital Management, LLC History Reduced 95,924 10,908 0.33% 1.16% 60 -233,034 -70.84% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 95,512 10,861 0.04% 0.04% 61 +5,958 6.65% Q4 2025 Jan 29, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 89,490 10,177 0.02% 0.02% 62 +3,116 3.61% Q4 2025 Feb 18, 2026
RTD Financial Advisors, Inc. History Reduced 88,506 10,064 1.23% 1.25% 63 -5,584 -5.93% Q4 2025 Jan 27, 2026
Asset Management Group, Inc. History Reduced 87,855 9,990 1.62% 1.59% 64 -242 -0.27% Q4 2025 Feb 17, 2026
HOME FEDERAL BANK OF TENNESSEE History Added to 85,334 9,704 2.52% 2.52% 65 +275 0.32% Q4 2025 Jan 20, 2026
GLENMEDE TRUST CO NA History New 83,231 9,465 0.04% — 66 +83,231 New Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 82,752 9,410 0.02% 0.02% 67 +4,641 5.94% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 82,679 9,402 0.01% 0.01% 68 +7,722 10.3% Q4 2025 Mar 09, 2026
Cambridge Investment Research Advisors, Inc. History Added to 82,278 9,357 0.02% 0.02% 69 +10,162 14.09% Q4 2025 Feb 05, 2026
Prospera Financial Services Inc History Reduced 80,114 9,111 0.15% 0.15% 70 -552 -0.68% Q4 2025 Feb 09, 2026
Cassaday & Co Wealth Management LLC History Reduced 79,192 9,005 0.19% 0.2% 71 -171 -0.22% Q4 2025 Feb 03, 2026
Sterling Financial Planning, Inc. History Reduced 79,066 8,991 2.71% 2.76% 72 -177 -0.22% Q4 2025 Jan 27, 2026
Arkadios Wealth Advisors History Added to 78,797 8,960 0.17% 0.08% 73 +50,234 175.87% Q4 2025 Feb 13, 2026
Polianta Ltd History Added to 78,300 8,904 1.17% 3.31% 74 +5,700 7.85% Q4 2025 Jan 15, 2026
Beacon Pointe Advisors, LLC History Added to 78,283 8,902 0.06% 0.0% 75 +73,059 1398.53% Q4 2025 Feb 18, 2026
Cordatus Wealth Management LLC History Reduced 78,224 8,895 2.06% 2.04% 76 -182 -0.23% Q4 2025 Jan 26, 2026
Evanson Asset Management, LLC History Reduced 77,871 8,855 0.48% 0.49% 77 -950 -1.21% Q4 2025 Jan 12, 2026
Asset Dedication, LLC History Reduced 77,424 8,804 0.58% 0.59% 78 -2,102 -2.64% Q4 2025 Jan 26, 2026
JFS WEALTH ADVISORS, LLC History Reduced 76,766 8,729 0.49% 0.54% 79 -6,868 -8.21% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Added to 73,823 8,395 0.12% 0.12% 80 +5,584 8.18% Q4 2025 Feb 13, 2026
BOKF, NA History Reduced 73,659 8,376 0.13% 0.15% 81 -15,771 -17.64% Q4 2025 Feb 03, 2026
Integrated Wealth Concepts LLC History Reduced 73,402 8,347 0.1% 0.07% 82 -1,088 -1.46% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 73,100 8,312 0.01% 0.0% 83 +54,600 295.14% Q4 2025 Feb 17, 2026
Chicago Partners Investment Group LLC History Added to 66,889 8,133 0.2% 0.2% 84 +85 0.13% Q4 2025 Jan 28, 2026
Capital Advisors, Ltd. LLC History Reduced 71,484 8,129 0.92% 0.9% 85 -588 -0.82% Q4 2025 Jan 21, 2026
Steward Partners Investment Advisory, LLC History Reduced 71,008 8,075 0.04% 0.05% 86 -1,169 -1.62% Q4 2025 Feb 12, 2026
May Barnhard Investments LLC History Reduced 70,155 7,978 3.77% 3.76% 87 -3,225 -4.39% Q4 2025 Jan 28, 2026
One Day In July LLC History Reduced 69,907 7,949 0.65% 0.67% 88 -1,650 -2.31% Q4 2025 Feb 04, 2026
Ifrah Financial Services, Inc. History Reduced 66,406 7,551 1.94% 1.91% 89 -356 -0.53% Q4 2025 Jan 22, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 64,865 7,376 0.0% 0.0% 90 +23,541 56.97% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 63,830 7,258 0.09% 0.08% 91 +6,049 10.47% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Reduced 61,997 7,209 0.16% 0.17% 92 -2,277 -3.54% Q4 2025 Jan 08, 2026
Financial Engines Advisors L.L.C. History Reduced 63,199 7,186 0.01% 0.01% 93 -6,594 -9.45% Q4 2025 Feb 12, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 62,800 7,141 5.27% 5.14% 94 +2,154 3.55% Q4 2025 Jan 23, 2026
US BANCORP \DE\ History Reduced 62,560 7,114 0.01% 0.01% 95 -1,756 -2.73% Q4 2025 Jan 30, 2026
Occidental Asset Management, LLC History Added to 62,535 7,111 0.85% 0.86% 96 +843 1.37% Q4 2025 Jan 08, 2026
Farther Finance Advisors, LLC History Added to 62,035 7,054 0.08% 0.09% 97 +8,318 15.48% Q4 2025 Jan 23, 2026
Pathstone Holdings, LLC History New 62,023 7,053 0.03% — 98 +62,023 New Q4 2025 Feb 13, 2026
SAX WEALTH ADVISORS, LLC History Reduced 60,930 6,928 0.33% 0.37% 99 -684 -1.11% Q4 2025 Jan 12, 2026
Concurrent Investment Advisors, LLC History Added to 60,730 6,906 0.08% 0.07% 100 +24,140 65.97% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Added to 58,274 6,626 0.31% 0.02% 101 +54,719 1539.21% Q4 2025 Feb 13, 2026
Ironwood Financial, llc History Reduced 54,734 6,565 1.11% 1.12% 102 -2,181 -3.83% Q4 2025 Jan 15, 2026
Accretive Wealth Partners, LLC History Reduced 56,972 6,478 1.92% 1.93% 103 -121 -0.21% Q4 2025 Jan 28, 2026
Sowell Financial Services LLC History Added to 56,448 6,419 0.24% 0.23% 104 +1,951 3.58% Q4 2025 Jan 21, 2026
MidFirst Bank History New 56,022 6,370 0.51% — 105 +56,022 New Q4 2025 Feb 25, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History Added to 55,585 6,321 2.86% 2.84% 106 +599 1.09% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 55,021 6,257 0.03% — 107 +55,021 New Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Reduced 54,095 6,151 0.02% 0.02% 108 -3,554 -6.16% Q4 2025 Feb 02, 2026
Crescent Grove Advisors, LLC History Added to 53,549 6,089 0.57% 0.55% 109 +770 1.46% Q4 2025 Feb 11, 2026
Abacus Planning Group, Inc. History Added to 52,961 6,022 0.8% 0.81% 110 +4 0.01% Q4 2025 Jan 16, 2026
Cambridge Financial Group, LLC History Added to 54,670 6,017 2.09% 1.84% 111 +2,894 5.59% Q4 2025 Jan 09, 2026
Sigma Planning Corp History Added to 52,699 5,992 0.17% 0.16% 112 +1,299 2.53% Q4 2025 Jan 30, 2026
Rodgers & Associates, LTD History Reduced 52,206 5,936 0.6% 0.63% 113 -2,965 -5.37% Q4 2025 Jan 22, 2026
First County Bank /CT/ History Added to 52,195 5,935 3.11% 2.95% 114 +10 0.02% Q4 2025 Jan 14, 2026
FRANKLIN RESOURCES INC History Reduced 51,270 5,830 0.0% 0.0% 115 -870 -1.67% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 50,016 5,687 0.02% 0.02% 116 +28 0.06% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 48,761 5,545 0.01% 0.01% 117 +9,918 25.53% Q4 2025 Feb 11, 2026
MMA ASSET MANAGEMENT LLC History Added to 48,460 5,510 1.96% 1.78% 118 +121 0.25% Q4 2025 Feb 03, 2026
Stokes Family Office, LLC History Reduced 47,522 5,404 0.49% 0.55% 119 -4,863 -9.28% Q4 2025 Feb 18, 2026
Quent Capital, LLC History Added to 46,710 5,311 0.38% 0.42% 120 +843 1.84% Q4 2025 Jan 29, 2026
SONATA CAPITAL GROUP INC History Reduced 46,570 5,295 1.91% 1.92% 121 -445 -0.95% Q4 2025 Jan 26, 2026
IFP Advisors, Inc History Added to 46,459 5,283 0.12% 0.13% 122 +894 1.96% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History Reduced 46,429 5,279 0.12% 0.14% 123 -5,302 -10.25% Q4 2025 Feb 12, 2026
PITTENGER & ANDERSON INC History No change 45,700 5,197 0.2% 0.19% 124 0 0.0% Q4 2025 Feb 02, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 45,488 5,172 0.17% 0.17% 125 +120 0.26% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History Reduced 44,039 5,116 0.45% 0.46% 126 -1,150 -2.54% Q4 2025 Jan 28, 2026
COURIER CAPITAL LLC History Added to 44,332 5,041 0.28% 0.28% 127 +269 0.61% Q4 2025 Jan 29, 2026
Parallel Advisors, LLC History Reduced 44,316 5,039 0.09% 0.09% 128 -1,208 -2.65% Q4 2025 Feb 11, 2026
Veratis Advisors, Inc. History New 40,162 4,995 3.95% — 129 +40,162 New Q4 2025 Feb 18, 2026
NATIXIS ADVISORS, LLC History Added to 43,816 4,983 0.01% 0.01% 130 +1,199 2.81% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Reduced 43,511 4,948 0.07% 0.07% 131 -558 -1.27% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 43,393 4,934 0.01% 0.01% 132 +4,155 10.59% Q4 2025 Feb 13, 2026
Lutz Financial Services LLC History Reduced 42,858 4,873 0.33% 0.35% 133 -954 -2.18% Q4 2025 Feb 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 42,541 4,837 0.09% 0.09% 134 0 0.0% Q4 2025 Jan 16, 2026
Eley Financial Management, Inc History Added to 41,971 4,772 1.71% 1.65% 135 +537 1.3% Q4 2025 Feb 12, 2026
INSPIRE TRUST CO, N.A. History Added to 41,500 4,719 0.77% 0.76% 136 +3,500 9.21% Q4 2025 Feb 10, 2026
Graves Light Lenhart Wealth, Inc. History Added to 41,257 4,691 0.5% 0.49% 137 +1,192 2.98% Q4 2025 Jan 09, 2026
First Citizens Financial Corp History Reduced 40,472 4,602 2.27% 2.22% 138 -120 -0.3% Q4 2025 Jan 06, 2026
SAPIENT CAPITAL LLC History Added to 40,066 4,598 0.06% 0.06% 139 +3,031 8.18% Q4 2025 Feb 05, 2026
BKM Wealth Management, LLC History Reduced 39,721 4,517 1.65% 1.62% 140 -42 -0.11% Q4 2025 Jan 29, 2026
Kestra Advisory Services, LLC History Added to 39,346 4,474 0.02% 0.02% 141 +2,707 7.39% Q4 2025 Feb 13, 2026
BURNS J W & CO INC/NY History Reduced 39,063 4,442 0.49% 0.51% 142 -1,320 -3.27% Q4 2025 Jan 12, 2026
Salus Financial Advisors, LLC History Added to 38,683 4,399 2.64% 2.56% 143 +1,082 2.88% Q4 2025 Jan 21, 2026
DT Investment Partners, LLC History No change 38,530 4,381 0.36% 0.36% 144 0 0.0% Q4 2025 Feb 10, 2026
Clayton Financial Group LLC History Added to 38,268 4,351 2.22% 3.04% 145 +610 1.62% Q4 2025 Jan 21, 2026
Ethos Financial Group, LLC History Reduced 37,874 4,307 0.32% 0.34% 146 -811 -2.1% Q4 2025 Jan 20, 2026
LTG Capital LLC History Reduced 35,856 4,077 3.18% 3.19% 147 -773 -2.11% Q4 2025 Feb 11, 2026
Centerpoint Advisors, LLC History Reduced 35,790 4,070 1.25% 1.24% 148 -407 -1.12% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 35,496 4,037 0.01% 0.01% 149 +1,285 3.76% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 35,497 4,036 0.03% 0.02% 150 +8,821 33.07% Q4 2025 Feb 17, 2026
Texas Yale Capital Corp. History No change 35,234 4,006 0.12% 0.12% 151 0 0.0% Q4 2025 Feb 10, 2026
Azimuth Capital Investment Management LLC History Reduced 34,694 3,945 0.14% 0.14% 152 -80 -0.23% Q4 2025 Feb 12, 2026
GREENLEAF TRUST History Reduced 34,535 3,927 0.04% 0.04% 153 -433 -1.24% Q4 2025 Jan 21, 2026
Access Investment Management LLC History No change 35,385 3,913 1.05% 1.05% 154 0 0.0% Q4 2025 Feb 02, 2026
Ashton Thomas Private Wealth, LLC History Reduced 34,182 3,887 0.09% 0.11% 155 -3,684 -9.73% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 34,007 3,867 0.02% — 156 +34,007 New Q4 2025 Feb 18, 2026
HUNTINGTON NATIONAL BANK History Reduced 33,716 3,834 0.02% 0.02% 157 -816 -2.36% Q4 2025 Feb 09, 2026
Liberty Capital Management, Inc. History No change 33,143 3,769 0.7% 0.69% 158 0 0.0% Q4 2025 Jan 26, 2026
Oxler Private Wealth LLC History Reduced 32,849 3,735 1.08% 1.07% 159 -531 -1.59% Q4 2025 Jan 23, 2026
NORTHERN TRUST CORP History Added to 32,356 3,679 0.0% 0.0% 160 +1,678 5.47% Q4 2025 Feb 17, 2026
Evensky & Katz LLC History Reduced 32,045 3,644 0.21% 0.21% 161 -310 -0.96% Q4 2025 Feb 05, 2026
Blue Edge Capital, LLC History Reduced 31,793 3,615 0.48% 0.61% 162 -7,285 -18.64% Q4 2025 Feb 12, 2026
Mainsail Financial Group, LLC History Added to 31,534 3,586 1.49% 1.45% 163 +962 3.15% Q4 2025 Jan 23, 2026
1834 INVESTMENT ADVISORS CO History Reduced 31,226 3,550 0.45% 0.44% 164 -1,087 -3.36% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Reduced 30,480 3,466 0.02% 0.02% 165 -6,771 -18.18% Q4 2025 Feb 17, 2026
InvesTrust History Reduced 29,817 3,390 1.31% 1.23% 166 -489 -1.61% Q4 2025 Jan 14, 2026
Broadview Financial Management, LLC History Reduced 29,538 3,359 2.25% 2.24% 167 -490 -1.63% Q4 2025 Feb 13, 2026
M1 Capital Management LLC History Reduced 29,361 3,338 1.39% 1.5% 168 -2,097 -6.67% Q4 2025 Feb 13, 2026
Ramiah Investment Group History Reduced 28,363 3,225 3.16% 3.49% 169 -3,571 -11.18% Q4 2025 Jan 28, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 28,357 3,224 0.06% 0.1% 170 -18,488 -39.47% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Reduced 28,314 3,219 0.01% 0.02% 171 -5,342 -15.87% Q4 2025 Feb 18, 2026
Neumann Capital Management, LLC History Added to 28,154 3,201 0.92% 0.89% 172 +704 2.56% Q4 2025 Jan 14, 2026
Baring Financial LLC History Added to 27,467 3,123 1.9% 1.76% 173 +4,111 17.6% Q4 2025 Jan 07, 2026
McKinley Carter Wealth Services, Inc. History Reduced 27,183 3,091 0.17% 0.17% 174 -1,424 -4.98% Q4 2025 Feb 06, 2026
SOA Wealth Advisors, LLC. History Reduced 26,726 3,039 0.51% 0.52% 175 -954 -3.45% Q4 2025 Jan 20, 2026
Tortoise Investment Management, LLC History Reduced 26,456 3,008 0.26% 0.27% 176 -800 -2.94% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 26,160 2,974 0.02% 0.01% 177 +8,038 44.35% Q4 2025 Feb 17, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 26,092 2,967 0.24% 0.22% 178 -57 -0.22% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 26,086 2,966 0.01% 0.01% 179 +492 1.92% Q4 2025 Feb 17, 2026
Birch Hill Investment Advisors LLC History Reduced 25,764 2,929 0.12% 0.12% 180 -295 -1.13% Q4 2025 Jan 27, 2026
BECKER CAPITAL MANAGEMENT INC History No change 25,611 2,912 0.08% 0.08% 181 0 0.0% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 25,444 2,893 0.11% 0.11% 182 -285 -1.11% Q4 2025 Feb 02, 2026
Ballentine Partners, LLC History Reduced 25,391 2,887 0.04% 0.04% 183 -685 -2.63% Q4 2025 Feb 03, 2026
Ullmann Wealth Partners Group, LLC History No change 26,118 2,878 0.3% 0.32% 184 0 0.0% Q4 2025 Feb 12, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Added to 25,293 2,876 1.12% 1.04% 185 +805 3.29% Q4 2025 Feb 13, 2026
CWM, LLC History Added to 24,793 2,819 0.01% 0.01% 186 +9,018 57.17% Q4 2025 Jan 26, 2026
One Wealth Advisors, LLC History Reduced 24,133 2,808 0.34% 0.36% 187 -1,462 -5.71% Q4 2025 Feb 02, 2026
PINNACLE ASSOCIATES LTD History Added to 24,094 2,739 0.04% 0.04% 188 +11 0.05% Q4 2025 Feb 05, 2026
UMB Bank, n.a. History Reduced 24,037 2,733 0.04% 0.04% 189 -2,355 -8.92% Q4 2025 Feb 13, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 23,913 2,719 0.04% 0.04% 190 -2,248 -8.59% Q4 2025 Feb 10, 2026
ROMAN BUTLER FULLERTON & CO History New 21,739 2,692 0.71% — 191 +21,739 New Q4 2025 Jan 26, 2026
MSH Capital Advisors LLC History No change 23,569 2,680 0.57% 0.7% 192 0 0.0% Q4 2025 Feb 09, 2026
Focus Partners Advisor Solutions, LLC History Added to 23,260 2,645 0.03% 0.01% 193 +14,573 167.76% Q4 2025 Feb 11, 2026
ARK & TLK INVESTMENTS, LLC History No change 22,936 2,608 0.72% 0.8% 194 0 0.0% Q4 2025 Feb 10, 2026
NWAM LLC History Reduced 21,483 2,581 0.14% 0.13% 195 -37 -0.17% Q4 2025 Feb 04, 2026
Midwest Trust Co History Reduced 22,681 2,579 0.03% 0.03% 196 -106 -0.47% Q4 2025 Feb 04, 2026
WESBANCO BANK INC History Reduced 22,049 2,507 0.07% 0.07% 197 -723 -3.17% Q4 2025 Feb 03, 2026
Astra Wealth Partners LLC History Reduced 22,021 2,504 1.47% 1.64% 198 -247 -1.11% Q4 2025 Feb 02, 2026
Triangle Securities Wealth Management History Reduced 21,855 2,485 0.52% 0.56% 199 -442 -1.98% Q4 2025 Jan 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 21,533 2,448 0.03% 0.03% 200 0 0.0% Q4 2025 Feb 10, 2026
Stillwater Capital Advisors, LLC History Added to 21,442 2,438 0.26% 0.23% 201 +3,158 17.27% Q4 2025 Jan 14, 2026
Avior Wealth Management, LLC History Reduced 21,290 2,421 0.08% 0.08% 202 -18 -0.08% Q4 2025 Jan 06, 2026
Alpine Bank Wealth Management History No change 20,900 2,376 0.34% 0.33% 203 0 0.0% Q4 2025 Jan 15, 2026
Bank of New York Mellon Corp History Reduced 20,829 2,368 0.0% 0.0% 204 -1,409 -6.34% Q4 2025 Feb 10, 2026
Strategic Blueprint, LLC History Added to 20,499 2,331 0.14% 0.07% 205 +5,387 35.65% Q4 2025 Jan 30, 2026
SEVEN MILE ADVISORY History Added to 20,237 2,301 0.4% 0.34% 206 +1,069 5.58% Q4 2025 Feb 13, 2026
Quadcap Wealth Management, LLC History No change 20,189 2,295 0.26% 0.26% 207 0 0.0% Q4 2025 Jan 29, 2026
LifeSteps Financial, Inc. History Reduced 20,109 2,286 1.46% 1.43% 208 -37 -0.18% Q4 2025 Jan 28, 2026
ASSOCIATED BANC-CORP History Added to 20,026 2,277 0.06% 0.06% 209 +242 1.22% Q4 2025 Feb 06, 2026
St. Louis Trust Co History Added to 20,028 2,277 0.26% 0.28% 210 +4 0.02% Q4 2025 Feb 09, 2026
Columbia Bank History Added to 19,895 2,262 0.63% 0.6% 211 +656 3.41% Q4 2025 Feb 13, 2026
Taylor Financial Group, Inc. History Reduced 19,717 2,242 1.32% 1.28% 212 -364 -1.81% Q4 2025 Feb 06, 2026
Larson Financial Group LLC History Reduced 19,576 2,226 0.07% 0.08% 213 -32 -0.16% Q4 2025 Feb 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History New 19,389 2,204 0.03% — 214 +19,389 New Q4 2025 Feb 12, 2026
LMG Wealth Partners, LLC History No change 19,316 2,196 0.41% 0.4% 215 0 0.0% Q4 2025 Feb 02, 2026
Glass Jacobson Investment Advisors llc History Reduced 19,105 2,172 0.78% 0.81% 216 -1,232 -6.06% Q4 2025 Jan 22, 2026
FIRST MERCHANTS CORP History Reduced 18,517 2,105 0.08% 0.08% 217 -211 -1.13% Q4 2025 Jan 12, 2026
Sequent Asset Management, LLC History No change 18,402 2,093 0.93% 0.97% 218 0 0.0% Q4 2025 Feb 10, 2026
Soltis Investment Advisors LLC History Reduced 18,336 2,085 0.14% 0.15% 219 -1,690 -8.44% Q4 2025 Apr 02, 2026
OARSMAN CAPITAL, INC. History Reduced 18,093 2,057 0.27% 0.3% 220 -1,341 -6.9% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 17,969 2,043 0.02% 0.02% 221 +280 1.58% Q4 2025 Jan 13, 2026
Goelzer Investment Management, Inc. History Reduced 17,902 2,035 0.09% 0.11% 222 -713 -3.83% Q4 2025 Jan 14, 2026
Net Worth Advisory Group History Added to 17,530 1,993 0.4% 0.06% 223 +15,513 769.11% Q4 2025 Jan 14, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 16,795 1,910 0.51% 0.44% 224 +874 5.49% Q4 2025 Feb 09, 2026
Hurley Capital, LLC History Reduced 16,752 1,905 1.07% 1.05% 225 -66 -0.39% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History Added to 16,604 1,888 0.21% 0.13% 226 +5,965 56.07% Q4 2025 Feb 03, 2026
Keenan, LLC History New 16,308 1,854 1.63% — 227 +16,308 New Q4 2025 Mar 04, 2026
Wealthspire Advisors, LLC History Reduced 16,148 1,836 0.01% 0.02% 228 -15,572 -49.09% Q4 2025 Feb 13, 2026
Sequent Planning LLC History Added to 16,068 1,827 0.46% 0.47% 229 +1,054 7.02% Q4 2025 Feb 05, 2026
BlackRock, Inc. History Added to 15,801 1,796 0.0% 0.0% 230 +14,600 1215.65% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Reduced 15,732 1,789 0.04% 0.04% 231 -219 -1.37% Q4 2025 Feb 17, 2026
AGF MANAGEMENT LTD History No change 15,675 1,782 0.01% 0.01% 232 0 0.0% Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History Added to 15,479 1,760 0.4% 0.35% 233 +300 1.98% Q4 2025 Feb 02, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 15,445 1,756 0.01% 0.01% 234 -414 -2.61% Q4 2025 Feb 06, 2026
Physician Wealth Advisors, Inc. History Reduced 14,800 1,683 0.23% 0.24% 235 -167 -1.12% Q4 2025 Jan 29, 2026
HB Wealth Management, LLC History Added to 14,772 1,679 0.01% 0.0% 236 +11,226 316.58% Q4 2025 Jan 28, 2026
FIRST NATIONAL BANK OF OMAHA History New 14,209 1,630 0.05% — 237 +14,209 New Q4 2025 Feb 13, 2026
Zhang Financial LLC History Added to 14,296 1,625 0.06% 0.06% 238 +8 0.06% Q4 2025 Feb 10, 2026
Cranbrook Wealth Management, LLC History Reduced 14,193 1,614 0.32% 0.32% 239 -41 -0.29% Q4 2025 Jan 28, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 14,156 1,610 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 17, 2026
Lee-Kelleher Wealth Management History No change 14,150 1,609 0.96% 0.96% 241 0 0.0% Q4 2025 Jan 14, 2026
CITY HOLDING CO History No change 13,944 1,585 0.2% 0.19% 242 0 0.0% Q4 2025 Jan 22, 2026
King Wealth Management Group History Reduced 13,880 1,578 0.19% 0.2% 243 -671 -4.61% Q4 2025 Feb 09, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 13,758 1,564 0.22% 0.23% 245 -1 -0.01% Q4 2025 Feb 13, 2026
KLINGENSTEIN FIELDS & CO LP History No change 13,758 1,564 0.06% 0.06% 244 0 0.0% Q4 2025 Feb 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 13,420 1,526 0.11% 0.11% 246 0 0.0% Q4 2025 Feb 02, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 13,326 1,515 0.29% — 247 +13,326 New Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 13,217 1,503 0.0% 0.0% 248 +3,163 31.46% Q4 2025 Feb 17, 2026
SigFig Wealth Management, LLC History Added to 13,216 1,502 0.04% 0.04% 249 +1,165 9.67% Q4 2025 Jan 16, 2026
HANCOCK WHITNEY CORP History Added to 13,087 1,488 0.03% 0.01% 250 +8,966 217.57% Q4 2025 Feb 17, 2026
FIRST HAWAIIAN BANK History Reduced 13,042 1,483 0.2% 0.21% 251 -1,835 -12.33% Q4 2025 Jan 05, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 12,355 1,460 0.03% 0.03% 252 -295 -2.33% Q4 2025 Jan 26, 2026
American Investment Services, Inc. History Reduced 12,760 1,451 0.34% 0.34% 253 -190 -1.47% Q4 2025 Feb 13, 2026
Hudson Oak Wealth Advisory LLC History New 12,751 1,450 1.28% — 254 +12,751 New Q4 2025 Jan 23, 2026
GFS Advisors, LLC History No change 12,672 1,441 0.17% 0.18% 255 0 0.0% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Reduced 12,634 1,437 0.06% 0.06% 256 -510 -3.88% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Reduced 12,433 1,413 0.01% 0.01% 257 -894 -6.71% Q4 2025 Jan 29, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 12,262 1,394 0.47% 0.45% 258 +412 3.48% Q4 2025 Jan 22, 2026
Prostatis Group LLC History Added to 12,229 1,390 0.33% 0.16% 259 +6,441 111.28% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 12,137 1,380 0.01% 0.01% 261 +533 4.59% Q4 2025 Jan 26, 2026
ALESCO ADVISORS LLC History Reduced 12,137 1,380 0.04% 0.04% 260 -62 -0.51% Q4 2025 Jan 28, 2026
Vise Technologies, Inc. History Added to 12,111 1,377 0.03% 0.02% 262 +6,871 131.13% Q4 2025 Feb 11, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 12,058 1,371 0.49% 0.48% 263 +54 0.45% Q4 2025 Jan 09, 2026
D.A. DAVIDSON & CO. History Added to 11,943 1,358 0.01% 0.0% 264 +7,798 188.13% Q4 2025 Jan 29, 2026
FAS Wealth Partners, Inc. History Added to 11,811 1,343 0.09% 0.09% 265 +17 0.14% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Reduced 11,745 1,335 0.0% 0.0% 266 -22,815 -66.02% Q4 2025 Feb 17, 2026
Operose Advisors LLC History Reduced 11,635 1,323 0.31% 0.32% 267 -3 -0.03% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Reduced 11,524 1,310 0.04% 0.04% 268 -732 -5.97% Q4 2025 Feb 19, 2026
Lansing Street Advisors History Reduced 11,511 1,309 0.33% 0.35% 269 -498 -4.15% Q4 2025 Jan 26, 2026
SIMON QUICK ADVISORS, LLC History Reduced 11,414 1,298 0.06% 0.07% 270 -2,000 -14.91% Q4 2025 Jan 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 11,414 1,298 0.0% 0.0% 271 +157 1.39% Q4 2025 Feb 11, 2026
MARSHALL WACE, LLP History New 11,242 1,278 0.0% — 272 +11,242 New Q4 2025 Feb 13, 2026
Bragg Financial Advisors, Inc History No change 11,058 1,257 0.04% 0.04% 273 0 0.0% Q4 2025 Feb 13, 2026
TOMPKINS FINANCIAL CORP History No change 11,046 1,256 0.1% 0.1% 274 0 0.0% Q4 2025 Jan 08, 2026
CIBC Private Wealth Group LLC History Added to 10,987 1,249 0.0% 0.0% 275 +140 1.29% Q4 2025 Feb 12, 2026
MCF Advisors LLC History Added to 10,939 1,243 0.07% 0.07% 276 +55 0.51% Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History Reduced 10,686 1,215 0.15% 0.17% 277 -598 -5.3% Q4 2025 Jan 08, 2026
Dentgroup LLC History No change 10,677 1,214 0.83% 0.76% 278 0 0.0% Q4 2025 Jan 28, 2026
ALLIANCEBERNSTEIN L.P. History Added to 10,324 1,174 0.0% 0.0% 279 +278 2.77% Q4 2025 Feb 17, 2026
Intergy Private Wealth, LLC History Added to 10,319 1,173 0.35% 0.35% 280 +317 3.17% Q4 2025 Jan 22, 2026
CITIGROUP INC History Reduced 10,260 1,166 0.0% 0.0% 281 -10,474 -50.52% Q4 2025 Feb 13, 2026
PLANNING ALTERNATIVES LTD /ADV History No change 10,251 1,165 0.15% 0.15% 282 0 0.0% Q4 2025 Feb 06, 2026
Thomasville National Bank History Reduced 10,085 1,146 0.07% 0.07% 283 -90 -0.88% Q4 2025 Jan 26, 2026
Independent Family Office, LLC History No change 10,080 1,146 0.48% 0.47% 284 0 0.0% Q4 2025 Feb 13, 2026
3Chopt Investment Partners, LLC History No change 10,069 1,145 0.26% 0.25% 285 0 0.0% Q4 2025 Feb 10, 2026
HAZLETT, BURT & WATSON, INC. History Added to 9,799 1,115 0.36% 0.38% 286 +98 1.01% Q4 2025 Feb 10, 2026
Bangor Savings Bank History Reduced 9,799 1,114 0.09% 0.09% 288 -46 -0.47% Q4 2025 Jan 16, 2026
AMERICAN NATIONAL BANK & TRUST History No change 9,800 1,114 0.11% 0.11% 287 0 0.0% Q4 2025 Jan 20, 2026
Campion Asset Management History Reduced 9,782 1,112 0.77% 0.78% 289 -162 -1.63% Q4 2025 Feb 17, 2026
Squire Investment Management Company, LLC History No change 9,761 1,110 0.34% 0.35% 290 0 0.0% Q4 2025 Jan 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 9,673 1,100 0.06% 0.06% 291 +310 3.31% Q4 2025 Jan 26, 2026
Valpey Financial Services, LLC History Added to 9,436 1,073 0.69% 0.68% 292 +29 0.31% Q4 2025 Mar 04, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 9,426 1,071 0.13% 0.13% 293 +293 3.21% Q4 2025 Jan 14, 2026
Bedel Financial Consulting, Inc. History Added to 9,354 1,063 0.11% 0.03% 294 +7,232 340.81% Q4 2025 Jan 28, 2026
Global Retirement Partners, LLC History Added to 9,238 1,050 0.02% 0.01% 295 +5,119 124.28% Q4 2025 Feb 06, 2026
Wealth Management Partners, LLC History Reduced 9,194 1,045 0.3% 0.33% 296 -144 -1.54% Q4 2025 Jan 12, 2026
Crestwood Advisors Group, LLC History Added to 9,153 1,040 0.02% 0.02% 297 +70 0.77% Q4 2025 Feb 03, 2026
Peregrine Asset Advisers, Inc. History Reduced 9,093 1,034 0.29% 0.31% 298 -179 -1.93% Q4 2025 Feb 02, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 8,980 1,021 0.03% 0.03% 299 -199 -2.17% Q4 2025 Jan 23, 2026
CHOREO, LLC History Reduced 8,867 1,017 0.01% 0.01% 300 -39 -0.44% Q4 2025 Jan 23, 2026
Bruce G. Allen Investments, LLC History Added to 8,946 1,017 0.69% 0.71% 301 +29 0.33% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Reduced 8,929 1,015 0.06% 0.07% 302 -415 -4.44% Q4 2025 Feb 17, 2026
Powerhouse Assets LLC History New 8,916 1,013 0.89% — 304 +8,916 New Q4 2025 Jan 15, 2026
PACIFIC FINANCIAL GROUP INC History Reduced 8,917 1,013 0.56% 1.02% 303 -3,581 -28.65% Q4 2025 Feb 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 8,855 1,006 0.35% 0.36% 305 -180 -1.99% Q4 2025 Feb 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 8,851 1,006 0.02% 0.02% 306 -152 -1.69% Q4 2025 Feb 05, 2026
Claro Advisors Inc. History Added to 8,811 1,002 0.14% 0.14% 307 +172 1.99% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History Reduced 8,802 1,000 0.72% 0.77% 308 -1,508 -14.63% Q4 2025 Mar 12, 2026
Parkside Financial Bank & Trust History Added to 8,770 997 0.07% 0.06% 309 +1,650 23.17% Q4 2025 Feb 13, 2026
Mandatum Life Insurance Co Ltd History No change 8,712 990 0.23% 0.23% 310 0 0.0% Q4 2025 Feb 11, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 8,581 975 0.5% 0.51% 311 -52 -0.6% Q4 2025 Jan 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8,567 974 0.01% 0.01% 312 0 0.0% Q4 2025 Feb 12, 2026
Axis Wealth Partners, LLC History Added to 8,454 961 0.53% 0.43% 313 +1,818 27.4% Q4 2025 Jan 30, 2026
Wedmont Private Capital History Added to 8,173 956 0.03% 0.03% 314 +194 2.43% Q4 2025 Jan 08, 2026
Argent Trust Co History Reduced 8,380 952 0.03% 0.03% 315 -394 -4.49% Q4 2025 Feb 10, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Added to 8,292 943 0.23% 0.22% 316 +6 0.07% Q4 2025 Jan 29, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 8,256 939 0.02% 0.02% 317 -46 -0.55% Q4 2025 Feb 12, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 8,259 939 0.16% 0.16% 318 -34 -0.41% Q4 2025 Feb 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 8,237 937 0.02% 0.01% 319 0 0.0% Q4 2025 Feb 10, 2026
Everest Management Corp. History Reduced 8,216 934 0.52% 0.72% 321 -2,067 -20.1% Q4 2025 Feb 02, 2026
BLAIR WILLIAM & CO/IL History Reduced 8,219 934 0.0% 0.0% 320 -80 -0.96% Q4 2025 Feb 17, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 8,199 932 0.4% 0.4% 323 -180 -2.15% Q4 2025 Jan 22, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 8,201 932 0.06% 0.06% 322 -20 -0.24% Q4 2025 Jan 23, 2026
Stratos Wealth Partners, LTD. History Reduced 8,165 928 0.01% 0.01% 324 -39 -0.48% Q4 2025 Jan 20, 2026
High Net Worth Advisory Group LLC History No change 7,900 898 0.21% 0.21% 325 0 0.0% Q4 2025 Jan 23, 2026
Apella Capital, LLC History Added to 7,859 893 0.02% 0.02% 326 +41 0.52% Q4 2025 Jan 21, 2026
FIRST TRUST ADVISORS LP History Reduced 7,849 892 0.0% 0.0% 327 -24 -0.3% Q4 2025 Feb 13, 2026
Sepio Capital, LP History Reduced 7,841 891 0.05% 0.06% 329 -916 -10.46% Q4 2025 Feb 12, 2026
Financial Partners Group, Inc History Reduced 7,360 891 0.1% 0.1% 328 -88 -1.18% Q4 2025 Feb 03, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 7,833 890 0.1% 0.12% 330 -1,019 -11.51% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 7,808 888 0.03% 0.03% 332 -2,836 -26.64% Q4 2025 Feb 11, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 7,816 888 0.1% 0.1% 331 +2 0.03% Q4 2025 Feb 18, 2026
Apollon Wealth Management, LLC History Reduced 7,640 868 0.02% 0.02% 333 -843 -9.94% Q4 2025 Jan 22, 2026
EVOKE WEALTH, LLC History Added to 7,614 865 0.02% 0.02% 334 +47 0.62% Q4 2025 Feb 06, 2026
COMMERCE BANK History Reduced 7,475 850 0.0% 0.0% 335 -115 -1.52% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Reduced 7,467 849 0.06% 0.06% 336 -435 -5.5% Q4 2025 Feb 17, 2026
Vickerman Investment Advisors, Inc. History Reduced 7,382 839 0.17% 0.17% 337 -27 -0.36% Q4 2025 Feb 12, 2026
Hyundai Investments Co., Ltd. History New 7,301 837 0.82% — 338 +7,301 New Q4 2025 Feb 17, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 7,320 832 0.36% 0.39% 339 +11 0.15% Q4 2025 Feb 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 7,311 831 0.06% 0.02% 340 +5,532 310.96% Q4 2025 Jan 07, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 7,269 826 0.01% 0.01% 341 -3 -0.04% Q4 2025 Jan 30, 2026
GTS SECURITIES LLC History New 7,262 825 0.03% — 342 +7,262 New Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 7,249 824 0.01% — 343 +7,249 New Q4 2025 Feb 13, 2026
Forum Private Client Group LLC History Reduced 7,039 800 0.27% 0.29% 344 -215 -2.96% Q4 2025 Feb 06, 2026
RWA WEALTH PARTNERS, LLC History Added to 7,013 797 0.01% 0.01% 345 +2,079 42.14% Q4 2025 Feb 12, 2026
Financial Strategies Group, Inc. History No change 6,703 792 0.14% 0.14% 346 0 0.0% Q4 2025 Feb 05, 2026
Novak & Powell Financial Services, Inc. History Reduced 6,922 787 0.41% 1.01% 347 -10,468 -60.2% Q4 2025 Feb 10, 2026
Sherman Wealth Management LLC History New 6,905 785 0.68% — 348 +6,905 New Q4 2025 Jan 15, 2026
QUARRY HILL ADVISORS, LLC History No change 6,890 783 0.36% 0.39% 349 0 0.0% Q4 2025 Jan 26, 2026
DIVERSIFIED MANAGEMENT INC History New 6,864 780 0.18% — 350 +6,864 New Q4 2025 Jan 26, 2026
Destiny Capital Corp/CO History Added to 6,861 780 0.4% 0.11% 352 +4,962 261.3% Q4 2025 Jan 23, 2026
IEQ CAPITAL, LLC History Added to 6,867 780 0.0% 0.0% 351 +10 0.15% Q4 2025 Feb 13, 2026
Robertson Stephens Wealth Management, LLC History Added to 6,704 762 0.02% 0.01% 353 +2,500 59.47% Q4 2025 Feb 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 6,676 759 0.0% 0.01% 354 -2,092 -23.86% Q4 2025 Feb 11, 2026
CM WEALTH ADVISORS LLC History Reduced 6,594 749 0.17% 0.5% 355 -10,556 -61.55% Q4 2025 Jan 26, 2026
OneDigital Investment Advisors LLC History Added to 6,585 748 0.01% 0.01% 356 +238 3.75% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Reduced 6,550 744 0.01% 0.01% 357 -76 -1.15% Q4 2025 Feb 12, 2026
Mystic Asset Management, Inc. History Added to 6,545 744 0.17% 0.16% 358 +10 0.15% Q4 2025 Jan 28, 2026
Park Place Capital Corp History Reduced 6,429 731 0.15% 0.18% 359 -1,368 -17.55% Q4 2025 Jan 09, 2026
Sprinkle Financial Consultants LLC History Added to 6,432 731 0.37% 0.4% 360 +30 0.47% Q4 2025 Jan 08, 2026
TAGStone Capital, Inc. History Added to 6,371 724 0.27% 0.27% 361 +128 2.05% Q4 2025 Feb 10, 2026
SCS Capital Management LLC History No change 6,319 718 0.01% 0.01% 362 0 0.0% Q4 2025 Feb 10, 2026
Heritage Wealth Advisors History No change 6,270 713 0.03% 0.03% 363 0 0.0% Q4 2025 Feb 13, 2026
Kendall Capital Management History No change 6,271 713 0.15% 0.16% 364 0 0.0% Q4 2025 Jan 16, 2026
Clearstead Advisors, LLC History Added to 6,266 712 0.01% 0.01% 365 +350 5.92% Q4 2025 Feb 09, 2026
Cyndeo Wealth Partners, LLC History No change 6,246 710 0.04% 0.04% 366 0 0.0% Q4 2025 Jan 07, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 6,229 708 0.08% 0.08% 367 +21 0.34% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 6,209 706 0.02% 0.02% 368 +938 17.8% Q4 2025 Feb 17, 2026
TrinityBridge Ltd History No change 6,201 705 0.02% 0.02% 369 0 0.0% Q4 2025 Feb 10, 2026
Newton One Investments LLC History Added to 6,147 699 0.21% 0.2% 370 +29 0.47% Q4 2025 Jan 23, 2026
Anchor Investment Management, LLC History No change 6,114 695 0.06% 0.06% 371 0 0.0% Q4 2025 Feb 26, 2026
Center for Financial Planning, Inc. History No change 6,102 693 0.07% 0.07% 372 0 0.0% Q4 2025 Feb 05, 2026
Spire Wealth Management History Reduced 6,061 689 0.02% 0.02% 373 -165 -2.65% Q4 2025 Jan 14, 2026
Global View Capital Management LLC History New 6,028 685 0.13% — 375 +6,028 New Q4 2025 Jan 14, 2026
OPPENHEIMER & CO INC History Reduced 6,025 685 0.01% 0.01% 374 -432 -6.69% Q4 2025 Feb 02, 2026
Colonial Trust Co / SC History No change 6,000 682 0.09% 0.09% 376 0 0.0% Q4 2025 Feb 12, 2026
Greenspring Advisors, LLC History Added to 5,993 681 0.04% 0.09% 378 +1,543 34.67% Q4 2025 Feb 10, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 5,990 681 0.08% 0.08% 377 0 0.0% Q4 2025 Feb 03, 2026
Financial Alternatives, Inc History No change 5,970 678 0.39% 0.4% 379 0 0.0% Q4 2025 Feb 04, 2026
Busey Bank History Reduced 5,947 676 0.02% 0.02% 380 -90 -1.49% Q4 2025 Jan 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5,916 672 0.04% 0.05% 381 -170 -2.79% Q4 2025 Feb 06, 2026
Frankly Finances, LLC History New 5,889 669 0.58% — 382 +5,889 New Q4 2025 Jan 26, 2026
Beaird Harris Wealth Management, LLC History Added to 5,868 667 0.05% 0.05% 383 +2 0.03% Q4 2025 Feb 23, 2026
VESTIA PERSONAL WEALTH ADVISORS History Reduced 5,367 660 0.34% 0.35% 384 -153 -2.77% Q4 2025 Jan 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 5,797 659 0.03% 0.02% 385 +2,780 92.14% Q4 2025 Jan 28, 2026
Crusonia Wealth Advisors LLC History New 5,699 648 0.14% — 387 +5,699 New Q4 2025 Feb 18, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 5,700 648 0.02% 0.02% 386 -890 -13.51% Q4 2025 Feb 09, 2026
Renasant Bank History Reduced 5,673 645 0.44% 0.49% 389 -1,287 -18.49% Q4 2025 Jan 30, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,672 645 0.01% 0.01% 388 0 0.0% Q4 2025 Feb 13, 2026
Meredith Wealth Planning History Added to 5,635 640 0.19% 0.19% 390 +65 1.17% Q4 2025 Jan 16, 2026
WJ Financial Advisors LLC History No change 5,617 638 0.57% 0.6% 391 0 0.0% Q4 2025 Feb 02, 2026
ATLAS CAPITAL ADVISORS INC. History New 5,601 636 0.07% — 393 +5,601 New Q4 2025 Feb 13, 2026
COZAD ASSET MANAGEMENT INC History Added to 5,599 636 0.05% 0.05% 392 +3 0.05% Q4 2025 Feb 13, 2026
SACHEM HILL LLC History No change 5,595 636 0.12% 0.12% 394 0 0.0% Q4 2025 Feb 12, 2026
JNBA Financial Advisors History Reduced 5,588 635 0.06% 0.06% 395 -193 -3.34% Q4 2025 Jan 26, 2026
Pure Financial Advisors, LLC History Added to 5,585 635 0.12% 0.01% 396 +110 2.01% Q4 2025 Mar 04, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 5,577 634 0.14% 0.15% 397 -265 -4.54% Q4 2025 Jan 12, 2026
Richwood Investment Advisors, LLC History Reduced 5,005 633 0.45% 0.44% 398 -38 -0.75% Q4 2025 Feb 12, 2026
Composition Wealth, LLC History Reduced 5,551 631 0.01% 0.01% 399 -791 -12.47% Q4 2025 Feb 02, 2026
SAGE FINANCIAL GROUP INC History Added to 5,526 628 0.04% 0.04% 400 +129 2.39% Q4 2025 Jan 27, 2026
SB Capital Management Inc History New 5,485 623 0.23% — 401 +5,485 New Q4 2025 Feb 20, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 5,441 618 0.06% 0.05% 402 +1,157 27.01% Q4 2025 Feb 02, 2026
Finley Financial, LLC History No change 5,340 607 0.28% 0.27% 403 0 0.0% Q4 2025 Jan 21, 2026
Kraft, Davis & Associates, LLC History Reduced 5,035 603 0.14% 0.33% 405 -7,043 -58.31% Q4 2025 Jan 14, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 5,307 603 0.09% 0.1% 404 -35 -0.66% Q4 2025 Jan 14, 2026
AWM CAPITAL, LLC History No change 5,266 598 0.05% 0.05% 406 0 0.0% Q4 2025 Feb 17, 2026
Three Seasons Wealth, LLC History New 5,208 592 0.06% — 408 +5,208 New Q4 2025 Jan 15, 2026
Nikulski Financial, Inc. History Reduced 5,210 592 0.14% 0.18% 407 -1,265 -19.54% Q4 2025 Jan 15, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 5,185 589 0.09% 0.09% 409 -90 -1.71% Q4 2025 Jan 23, 2026
Hubbell Strickland Wealth Management, LLC History Added to 5,176 588 0.24% 0.23% 410 +12 0.23% Q4 2025 Jan 20, 2026
STEPHENS INC /AR/ History Added to 5,144 584 0.01% 0.01% 411 +102 2.02% Q4 2025 Feb 05, 2026
Cornerstone Wealth Management, LLC History Added to 5,052 574 0.03% 0.03% 412 +1 0.02% Q4 2025 Feb 05, 2026
Stratos Wealth Advisors, LLC History Added to 5,039 573 0.03% 0.03% 413 +9 0.18% Q4 2025 Jan 20, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 5,003 568 0.17% 0.17% 414 +229 4.8% Q4 2025 Jan 30, 2026
BARRETT & COMPANY, INC. History Added to 4,951 563 0.19% 0.19% 415 +8 0.16% Q4 2025 Jan 28, 2026
SageView Advisory Group, LLC History Added to 4,927 560 0.02% 0.02% 416 +913 22.75% Q4 2025 Feb 17, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 4,919 559 0.04% 0.04% 417 -468 -8.69% Q4 2025 Jan 23, 2026
BESSEMER GROUP INC History Added to 4,885 556 0.0% 0.0% 419 +1,300 36.26% Q4 2025 Feb 05, 2026
EQUITABLE TRUST CO History No change 4,896 556 0.02% 0.02% 418 0 0.0% Q4 2025 Feb 02, 2026
FIRST HORIZON CORP History Reduced 4,855 552 0.02% 0.03% 420 -23 -0.47% Q4 2025 Jan 27, 2026
Thayer Partners, LLC / MA History New 4,846 551 0.27% — 421 +4,846 New Q4 2025 Feb 05, 2026
Clark Asset Management, LLC History New 4,815 547 0.06% — 423 +4,815 New Q4 2025 Jan 27, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 4,772 547 0.15% 0.16% 422 +1 0.02% Q4 2025 Jan 14, 2026
Summit Financial Wealth Advisors, LLC History New 4,787 544 0.08% — 424 +4,787 New Q4 2025 Jan 27, 2026
Roberts Financial Services LLC History Reduced 4,641 527 0.17% 0.17% 425 -193 -3.99% Q4 2025 Jan 23, 2026
Aznar Financial Advisors, LLC History New 4,634 526 0.51% — 427 +4,634 New Q4 2025 Feb 19, 2026
JSF Financial, LLC History Reduced 4,632 526 0.11% 0.11% 426 -9 -0.19% Q4 2025 Feb 04, 2026
Breakwater Capital Group History Added to 4,589 521 0.07% 0.07% 428 +130 2.92% Q4 2025 Jan 09, 2026
Beckerman Institutional, LLC History Reduced 4,568 519 0.29% 0.3% 429 -40 -0.87% Q4 2025 Feb 10, 2026
Quotient Wealth Partners, LLC History Reduced 4,558 518 0.01% 0.01% 430 -27 -0.59% Q4 2025 Jan 22, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Reduced 4,522 514 0.23% 0.24% 431 -42 -0.92% Q4 2025 Jan 28, 2026
Cottage Street Advisors LLC History Reduced 4,514 513 0.22% 0.24% 432 -500 -9.97% Q4 2025 Jan 26, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 4,487 510 0.17% 0.18% 433 -380 -7.81% Q4 2025 Jan 27, 2026
Prosperitas Financial LLC History New 4,478 509 0.2% — 436 +4,478 New Q4 2025 Feb 04, 2026
Key FInancial Inc History Reduced 4,484 509 0.09% 0.1% 434 -244 -5.16% Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,482 509 0.02% 0.02% 435 -7 -0.16% Q4 2025 Jan 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 4,448 505 0.01% 0.01% 437 -264 -5.6% Q4 2025 Feb 06, 2026
Blackston Financial Advisory Group, LLC History Reduced 4,440 504 0.31% 0.35% 438 -889 -16.68% Q4 2025 Feb 06, 2026
CERTUITY, LLC History New 4,356 495 0.03% — 439 +4,356 New Q4 2025 Jan 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 4,336 493 0.0% 0.0% 440 -155 -3.45% Q4 2025 Feb 13, 2026
Trail Ridge Investment Advisors, LLC History Reduced 4,343 493 0.21% 0.22% 443 -48 -1.09% Q4 2025 Jan 28, 2026
PENOBSCOT WEALTH MANAGEMENT History Reduced 4,340 493 0.15% 0.15% 442 -1 -0.02% Q4 2025 Feb 12, 2026
First Financial Bank - Trust Division History No change 4,336 493 0.04% 0.04% 441 0 0.0% Q4 2025 Jan 02, 2026
Chevy Chase Trust Holdings, LLC History Reduced 4,300 488 0.0% 0.0% 444 -50 -1.15% Q4 2025 Feb 13, 2026
Uptown Financial Advisors LLC History No change 4,291 487 0.35% 0.39% 445 0 0.0% Q4 2025 Jan 23, 2026
Retirement Planning Co of New England, Inc. History Reduced 4,258 484 0.19% 0.2% 446 -188 -4.23% Q4 2025 Jan 28, 2026
J.W. COLE ADVISORS, INC. History Reduced 5,105 483 0.01% 0.01% 447 -1,598 -23.84% Q4 2025 Feb 11, 2026
Dorsey & Whitney Trust CO LLC History No change 4,243 482 0.03% 0.02% 448 0 0.0% Q4 2025 Feb 11, 2026
Index Fund Advisors, Inc. History Added to 4,195 477 0.02% 0.02% 449 +20 0.48% Q4 2025 Jan 29, 2026
Orion Porfolio Solutions, LLC History New 4,160 473 0.0% — 451 +4,160 New Q4 2025 Feb 12, 2026
Essex Financial Services, Inc. History Reduced 4,162 473 0.03% 0.03% 450 -460 -9.95% Q4 2025 Feb 10, 2026
FIDUCIARY ADVISORS, INC. History Added to 4,162 473 0.36% 0.37% 452 +16 0.39% Q4 2025 Jan 27, 2026
TCFG WEALTH MANAGEMENT, LLC History Reduced 3,942 472 0.18% 0.23% 453 -1,227 -23.74% Q4 2025 Feb 13, 2026
RMG Wealth Management LLC History Added to 4,325 471 0.06% 0.0% 454 +4,278 9102.13% Q4 2025 Jan 29, 2026
Fifth Third Wealth Advisors LLC History Added to 4,143 471 0.02% 0.02% 455 +219 5.58% Q4 2025 Jan 15, 2026
SkyOak Wealth, LLC History Added to 4,136 470 0.08% 0.09% 456 +25 0.61% Q4 2025 Feb 05, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 4,037 459 0.29% — 457 +4,037 New Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 3,999 454 0.01% — 458 +3,999 New Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History New 3,962 450 0.06% — 459 +3,962 New Q4 2025 Jan 23, 2026
NorthLanding Financial Partners, LLC History Reduced 3,957 449 0.36% 0.37% 460 -24 -0.6% Q4 2025 Jan 26, 2026
Focus Financial Network, Inc. History Added to 3,939 447 0.02% 0.01% 461 +164 4.34% Q4 2025 Jan 12, 2026
Breachway Investments LLC History New 3,892 442 0.47% — 462 +3,892 New Q4 2025 Jan 27, 2026
Charles Schwab Trust Co History New 3,872 440 0.03% — 463 +3,872 New Q4 2025 Jan 09, 2026
OLD NATIONAL BANCORP /IN/ History No change 3,845 437 0.01% 0.01% 464 0 0.0% Q4 2025 Jan 28, 2026
JMG Financial Group, Ltd. History Added to 3,842 436 0.01% 0.01% 465 +119 3.2% Q4 2025 Feb 10, 2026
SOL Capital Management CO History No change 3,837 436 0.04% 0.04% 466 0 0.0% Q4 2025 Jan 30, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,842 436 0.04% 0.04% 467 0 0.0% Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History No change 3,810 433 0.0% 0.0% 468 0 0.0% Q4 2025 Feb 12, 2026
McGlone Suttner Wealth Management, Inc. History No change 3,806 432 0.06% 0.06% 469 0 0.0% Q4 2025 Jan 15, 2026
CONNING INC. History No change 3,771 428 0.01% 0.01% 470 0 0.0% Q4 2025 Feb 05, 2026
Plante Moran Financial Advisors, LLC History Added to 3,734 424 0.03% 0.01% 471 +1,878 101.19% Q4 2025 Feb 05, 2026
LJI Wealth Management, LLC History No change 3,734 424 0.06% 0.07% 472 0 0.0% Q4 2025 Feb 03, 2026
BFSG, LLC History Reduced 3,725 423 0.04% 0.04% 473 -350 -8.59% Q4 2025 Jan 22, 2026
Savvy Advisors, Inc. History No change 3,724 423 0.01% 0.02% 474 0 0.0% Q4 2025 Jan 20, 2026
Dakota Wealth Management History Added to 3,718 422 0.01% 0.01% 475 +104 2.88% Q4 2025 Jan 13, 2026
Maple Capital Management, Inc. History No change 3,695 420 0.03% 0.03% 476 0 0.0% Q4 2025 Feb 03, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 3,643 414 0.03% 0.02% 478 +579 18.9% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO History No change 3,510 414 0.0% 0.0% 477 0 0.0% Q4 2025 Jan 26, 2026
Dynamic Advisor Solutions LLC History Reduced 3,628 412 0.01% 0.01% 479 -212 -5.52% Q4 2025 Jan 09, 2026
Sage Capital Management, LLC History Added to 3,603 409 0.19% 0.18% 480 +6 0.17% Q4 2025 Jan 15, 2026
Valmark Advisers, Inc. History Reduced 3,595 408 0.01% 0.01% 481 -35 -0.96% Q4 2025 Jan 26, 2026
MAYPORT, LLC History Added to 3,578 406 0.08% 0.09% 483 +1 0.03% Q4 2025 Jan 21, 2026
Clark Capital Management Group, Inc. History No change 3,573 406 0.0% 0.0% 482 0 0.0% Q4 2025 Feb 17, 2026
HBE Wealth Management, LLC History New 3,563 405 0.38% — 484 +3,563 New Q4 2025 Jan 20, 2026
Inlight Wealth Management, LLC History No change 3,528 401 0.15% 0.18% 485 0 0.0% Q4 2025 Jan 23, 2026
FULTON BANK, N.A. History No change 3,518 400 0.01% 0.01% 486 0 0.0% Q4 2025 Jan 08, 2026
Blue Trust, Inc. History Added to 3,511 399 0.0% 0.0% 487 +2,435 226.3% Q4 2025 Jan 16, 2026
Tactive Advisors, LLC History Reduced 3,498 397 0.12% 0.12% 488 -328 -8.57% Q4 2025 Jan 09, 2026
Altiora Financial Group, LLC History No change 3,466 394 0.07% 0.07% 489 0 0.0% Q4 2025 Feb 12, 2026
Modern Wealth Management, LLC History Reduced 3,426 389 0.01% 0.01% 491 -150 -4.19% Q4 2025 Feb 17, 2026
Leo Wealth, LLC History Added to 3,421 389 0.03% 0.05% 490 +44 1.3% Q4 2025 Jan 21, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 3,410 387 0.02% 0.03% 492 -801 -19.02% Q4 2025 Feb 04, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 3,395 386 0.19% 0.18% 493 -40 -1.16% Q4 2025 Feb 05, 2026
HRT FINANCIAL LP History Reduced 3,356 381 0.0% 0.0% 494 -4,490 -57.23% Q4 2025 Feb 12, 2026
Shoker Investment Counsel, Inc. History Reduced 3,316 377 0.11% 0.13% 495 -598 -15.28% Q4 2025 Feb 04, 2026
Wealth Dimensions Group, Ltd. History No change 3,323 377 0.07% 0.08% 496 0 0.0% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Reduced 3,310 376 0.01% 0.02% 498 -492 -12.94% Q4 2025 Feb 17, 2026
Kohmann Bosshard Financial Services, LLC History Added to 3,310 376 0.03% 0.04% 497 +1 0.03% Q4 2025 Jan 30, 2026
New Republic Capital, LLC History Added to 3,302 375 0.1% 0.11% 499 +15 0.46% Q4 2025 Feb 10, 2026
THRYVE WEALTH MANAGEMENT LLC History New 3,271 371 0.18% — 500 +3,271 New Q4 2025 Feb 25, 2026
SYM FINANCIAL Corp History No change 3,258 370 0.04% 0.04% 501 0 0.0% Q4 2025 Feb 13, 2026
Next Capital Management LLC History No change 3,230 367 0.12% 0.12% 502 0 0.0% Q4 2025 Feb 11, 2026
Montecito Bank & Trust History No change 3,225 366 0.06% 0.06% 503 0 0.0% Q4 2025 Jan 09, 2026
Callan Family Office, LLC History New 3,142 357 0.01% — 504 +3,142 New Q4 2025 Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 3,138 356 0.01% 0.01% 505 -24 -0.76% Q4 2025 Feb 03, 2026
WEDBUSH SECURITIES INC History Reduced 3,120 355 0.01% 0.01% 506 -16 -0.51% Q4 2025 Feb 12, 2026
Element Wealth, LLC History Added to 3,130 355 0.15% 0.15% 507 +12 0.38% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History No change 3,120 354 0.01% 0.01% 508 0 0.0% Q4 2025 Feb 04, 2026
Lester Murray Antman dba SimplyRich History No change 3,102 352 0.09% 0.09% 509 0 0.0% Q4 2025 Jan 23, 2026
Summit Global Investments History No change 3,085 351 0.02% 0.02% 510 0 0.0% Q4 2025 Feb 18, 2026
Sound Income Strategies, LLC History Reduced 2,870 349 0.02% 0.02% 511 -60 -2.05% Q4 2025 Jan 21, 2026
Keystone Wealth Services, LLC History Reduced 3,056 347 0.07% 0.07% 513 -4 -0.13% Q4 2025 Jan 26, 2026
TrueWealth Advisors, LLC History Reduced 3,058 347 0.09% 0.09% 512 -1 -0.03% Q4 2025 Jan 07, 2026
Stonebridge Financial Group, LLC / MO History New 3,029 344 0.3% — 516 +3,029 New Q4 2025 Feb 04, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 3,027 344 0.02% — 515 +3,027 New Q4 2025 Feb 09, 2026
SouthState Bank Corp History Reduced 3,033 344 0.02% 0.02% 514 -163 -5.1% Q4 2025 Feb 11, 2026
DAVENPORT & Co LLC History Added to 3,020 343 0.0% 0.0% 517 +1 0.03% Q4 2025 Jan 12, 2026
GENESIS PRIVATE WEALTH, LLC History New 3,016 342 0.11% — 518 +3,016 New Q4 2025 Jan 08, 2026
Betterment LLC History Reduced 2,989 340 0.0% 0.0% 519 -17 -0.57% Q4 2025 Feb 12, 2026
Meramec Financial Planners, LLC History New 2,664 337 0.13% — 520 +2,664 New Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 2,947 335 0.02% 0.02% 521 +191 6.93% Q4 2025 Jan 20, 2026
Capital Investment Advisors, LLC History Added to 2,944 334 0.01% 0.01% 522 +1 0.03% Q4 2025 Jan 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,944 334 0.02% 0.03% 523 0 0.0% Q4 2025 Feb 09, 2026
STOCK YARDS BANK & TRUST CO History No change 2,920 332 0.01% 0.01% 524 0 0.0% Q4 2025 Jan 21, 2026
Aegis Wealth Management LLC History No change 2,925 332 0.19% 0.17% 525 0 0.0% Q4 2025 Jan 14, 2026
WILLNER & HELLER, LLC History Reduced 2,917 331 0.24% 0.25% 526 -90 -2.99% Q4 2025 Jan 12, 2026
Russell Investments Group, Ltd. History Added to 2,906 330 0.0% 0.0% 527 +1,860 177.82% Q4 2025 Feb 17, 2026
Compass Ion Advisors, LLC History Added to 2,877 327 0.03% 0.03% 528 +5 0.17% Q4 2025 Jan 29, 2026
Koss-Olinger Consulting, LLC History Reduced 2,865 326 0.03% 0.03% 530 -455 -13.7% Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History No change 2,874 326 0.01% 0.01% 529 0 0.0% Q4 2025 Feb 17, 2026
VICUS CAPITAL History Reduced 2,835 322 0.02% 0.04% 532 -1,789 -38.69% Q4 2025 Jan 22, 2026
Smart Portfolios, LLC History Reduced 2,833 322 0.32% 0.32% 531 -179 -5.94% Q4 2025 Jan 30, 2026
Confluence Wealth Services, Inc. History Added to 2,821 320 0.01% 0.02% 533 +1 0.04% Q4 2025 Jan 28, 2026
Fort Sheridan Advisors LLC History No change 2,788 317 0.04% 0.04% 534 0 0.0% Q4 2025 Feb 10, 2026
Compass Financial Group, Inc. (Ohio) History New 2,722 309 0.23% — 535 +2,722 New Q4 2025 Mar 04, 2026
WARNER FINANCIAL, INC History Added to 2,710 308 0.11% 0.11% 536 +5 0.18% Q4 2025 Jan 21, 2026
Avion Wealth History Added to 2,708 307 0.06% 0.06% 537 +100 3.83% Q4 2025 Jan 23, 2026
Cornerstone Planning, LLC History New 2,699 306 0.07% — 539 +2,699 New Q4 2025 Mar 17, 2026
Diversified Trust Co History No change 2,697 306 0.01% 0.01% 538 0 0.0% Q4 2025 Jan 09, 2026
Krilogy Financial LLC History Reduced 2,520 305 0.01% 0.01% 540 -733 -22.53% Q4 2025 Jan 27, 2026
Smith Salley Wealth Management History No change 2,679 304 0.02% 0.02% 541 0 0.0% Q4 2025 Jan 27, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 2,671 303 0.04% 0.04% 542 +32 1.21% Q4 2025 Jan 15, 2026
Dynamic Financial Group History Added to 2,645 300 0.26% 0.25% 543 +62 2.4% Q4 2025 Jan 26, 2026
Moors & Cabot, Inc. History Added to 2,607 296 0.01% 0.01% 544 +29 1.12% Q4 2025 Feb 10, 2026
SAXON INTERESTS, INC. History No change 2,589 294 0.1% 0.11% 545 0 0.0% Q4 2025 Feb 13, 2026
Mechanics Financial Corp History No change 2,576 292 0.11% 0.11% 546 0 0.0% Q4 2025 Jan 22, 2026
Facet Wealth, Inc. History Added to 2,422 291 0.01% 0.0% 547 +389 19.13% Q4 2025 Jan 29, 2026
Sterling Wealth Management, Inc. History Added to 2,566 291 0.08% 0.09% 548 +1 0.04% Q4 2025 Feb 17, 2026
Green Ridge Wealth Planning LLC History New 2,554 290 0.15% — 549 +2,554 New Q4 2025 Mar 11, 2026
KPP Advisory Services LLC History Reduced 2,550 289 0.04% 0.04% 550 -11 -0.43% Q4 2025 Feb 02, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,540 288 0.07% 0.07% 551 0 0.0% Q4 2025 Jan 27, 2026
BCS Private Wealth Management, Inc. History New 2,530 287 0.1% — 552 +2,530 New Q4 2025 Jan 26, 2026
Rehmann Capital Advisory Group History Reduced 2,518 286 0.01% 0.02% 553 -1,170 -31.72% Q4 2025 Mar 04, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History Reduced 2,498 284 0.08% 0.13% 554 -1,384 -35.65% Q4 2025 Feb 12, 2026
MidAtlantic Capital Management, Inc. History Added to 2,481 282 0.18% 0.19% 555 +1 0.04% Q4 2025 Feb 10, 2026
Pinnacle Financial Group, LLC / IL History Added to 2,467 280 0.08% 0.08% 556 +57 2.37% Q4 2025 Feb 05, 2026
Wealthcare Advisory Partners LLC History Added to 2,462 279 0.01% 0.0% 558 +573 30.33% Q4 2025 Jan 14, 2026
CIM, LLC History Added to 2,460 279 0.04% 0.03% 557 +48 1.99% Q4 2025 Feb 18, 2026
Venture Visionary Partners LLC History No change 2,448 278 0.01% 0.01% 559 0 0.0% Q4 2025 Feb 13, 2026
Hardin Capital Partners, LLC History No change 2,453 278 0.13% 0.15% 560 0 0.0% Q4 2025 Jan 09, 2026
Mutual Advisors, LLC History Reduced 2,437 277 0.01% 0.01% 562 -1,911 -43.95% Q4 2025 Feb 02, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 2,440 277 0.04% 0.04% 561 0 0.0% Q4 2025 Feb 09, 2026
Gen-Wealth Partners Inc History No change 2,434 276 0.09% 0.09% 563 0 0.0% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 2,425 275 0.0% 0.0% 564 -33 -1.34% Q4 2025 Feb 12, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 2,416 274 0.06% 0.06% 565 +315 14.99% Q4 2025 Jan 09, 2026
Financial Perspectives, Inc History Added to 2,417 274 0.07% 0.07% 566 +4 0.17% Q4 2025 Jan 28, 2026
Guardian Financial Partners, LLC History New 2,395 272 0.11% — 567 +2,395 New Q4 2025 Jan 14, 2026
Integrated Investment Consultants, LLC History Added to 2,371 269 0.05% 0.04% 568 +82 3.58% Q4 2025 Mar 03, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 2,353 267 0.0% 0.01% 569 -119,938 -98.08% Q4 2025 Feb 10, 2026
Cambria Investment Management, L.P. History New 2,354 267 0.02% — 570 +2,354 New Q4 2025 Feb 17, 2026
Bensler, LLC History Reduced 2,354 267 0.03% 0.03% 571 -169 -6.7% Q4 2025 Feb 04, 2026
Signature Equity Partners, LLC History New 2,347 266 0.15% — 572 +2,347 New Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History No change 2,330 264 0.01% 0.01% 573 0 0.0% Q4 2025 Feb 13, 2026
Vines Capital Management, LLC History New 2,308 262 0.26% — 576 +2,308 New Q4 2025 Feb 17, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 2,310 262 0.02% 0.02% 574 +30 1.32% Q4 2025 Feb 10, 2026
Morton Brown Family Wealth, LLC History No change 2,304 262 0.07% 0.07% 575 0 0.0% Q4 2025 Jan 28, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 2,292 260 0.02% 0.02% 577 0 0.0% Q4 2025 Feb 04, 2026
SIMS INVESTMENT MANAGEMENT, LLC History Reduced 2,282 259 0.09% 0.1% 578 -255 -10.05% Q4 2025 Jan 16, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 2,269 258 0.04% 0.12% 582 -4,739 -67.62% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Added to 2,272 258 0.01% 0.01% 581 +440 24.02% Q4 2025 Feb 06, 2026
Welch Group, LLC History Reduced 2,270 258 0.01% 0.01% 579 -256 -10.13% Q4 2025 Jan 26, 2026
Per Stirling Capital Management, LLC. History Added to 2,272 258 0.03% 0.03% 580 +2 0.09% Q4 2025 Feb 17, 2026
Milestones Private Investment Advisors LLC History Added to 2,252 256 0.18% 0.17% 584 +2 0.09% Q4 2025 Jan 26, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,250 256 0.01% 0.01% 583 0 0.0% Q4 2025 Feb 06, 2026
Keener Financial Planning LLC History No change 2,257 256 0.11% 0.12% 585 0 0.0% Q4 2025 Jan 23, 2026
FOSTER & MOTLEY INC History No change 2,238 255 0.01% 0.01% 586 0 0.0% Q4 2025 Jan 15, 2026
Sand Hill Global Advisors, LLC History Reduced 2,235 254 0.01% 0.01% 587 -489 -17.95% Q4 2025 Feb 12, 2026
Peak Asset Management, LLC History No change 2,200 250 0.04% 0.04% 588 0 0.0% Q4 2025 Feb 05, 2026
Cosner Financial Group, LLC History No change 2,201 250 0.13% 0.13% 589 0 0.0% Q4 2025 Jan 30, 2026
Park Capital Management, LLC / WI History New 2,192 249 0.18% — 590 +2,192 New Q4 2025 Jan 20, 2026
BDFS Capital LLC History New 2,187 248 0.13% — 592 +2,187 New Q4 2025 Feb 26, 2026
Enclave Advisors LLC History Reduced 2,186 248 0.04% 0.04% 591 -166 -7.06% Q4 2025 Jan 14, 2026
Towerpoint Wealth, LLC History Added to 2,165 246 0.1% 0.1% 593 +7 0.32% Q4 2025 Jan 15, 2026
Guidance Point Advisors, LLC History Added to 2,123 242 0.06% 0.06% 594 +56 2.71% Q4 2025 Feb 11, 2026
Life Planning Partners, Inc History Reduced 2,114 240 0.18% 0.21% 595 -482 -18.57% Q4 2025 Jan 16, 2026
Painted Porch Advisors LLC History New 2,104 239 0.1% — 596 +2,104 New Q4 2025 Mar 19, 2026
Neuberger Berman Group LLC History Reduced 2,098 238 0.0% 0.0% 598 -146 -6.51% Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 2,100 238 0.01% 0.01% 597 0 0.0% Q4 2025 Feb 03, 2026
Wealth Quarterback LLC History Reduced 2,089 237 0.09% 0.12% 599 -614 -22.72% Q4 2025 Jan 15, 2026
Valeo Financial Advisors, LLC History New 2,075 235 0.01% — 600 +2,075 New Q4 2025 Feb 04, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,062 234 0.0% 0.0% 601 0 0.0% Q4 2025 Feb 09, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 2,045 232 0.13% 0.15% 605 -300 -12.79% Q4 2025 Feb 05, 2026
Gallagher Fiduciary Advisors, LLC History Added to 2,048 232 0.01% 0.01% 602 +9 0.44% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History No change 2,042 232 0.01% 0.01% 603 0 0.0% Q4 2025 Feb 13, 2026
Conservest Capital Advisors, Inc. History No change 2,045 232 0.02% 0.02% 604 0 0.0% Q4 2025 Feb 12, 2026
Curi Capital, LLC History New 2,036 231 0.0% — 606 +2,036 New Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 2,024 230 0.0% 0.0% 607 +49 2.48% Q4 2025 Jan 16, 2026
Vawter Financial, Ltd. History No change 2,020 229 0.1% 0.1% 608 0 0.0% Q4 2025 Feb 02, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 1,996 227 0.17% 0.17% 612 +4 0.2% Q4 2025 Jan 14, 2026
BBR PARTNERS, LLC History No change 2,000 227 0.01% 0.01% 609 0 0.0% Q4 2025 Feb 11, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 2,000 227 0.07% 0.07% 610 0 0.0% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History No change 2,000 227 0.0% 0.0% 611 0 0.0% Q4 2025 Jan 27, 2026
IFG Advisors, LLC History Reduced 1,982 225 0.04% 0.04% 613 -296 -12.99% Q4 2025 Jan 13, 2026
BENNINGFIELD FINANCIAL ADVISORS, LLC History No change 1,965 223 0.17% 0.17% 614 0 0.0% Q4 2025 Jan 27, 2026
Keel Point, LLC History Reduced 1,953 222 0.01% 0.01% 615 -14 -0.71% Q4 2025 Feb 12, 2026
FOCUSED ALPHA, LLC History New 1,951 221 0.06% — 617 +1,951 New Q4 2025 Feb 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 1,950 221 0.02% 0.02% 616 0 0.0% Q4 2025 Jan 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 1,934 220 0.0% 0.0% 618 +1,072 124.36% Q4 2025 Feb 13, 2026
COREPATH WEALTH PARTNERS LLC History Reduced 1,830 219 0.15% 0.24% 621 -1,103 -37.61% Q4 2025 Jan 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,930 219 0.0% 0.0% 619 -75 -3.74% Q4 2025 Feb 17, 2026
BOSTON FAMILY OFFICE LLC History No change 1,930 219 0.01% 0.01% 620 0 0.0% Q4 2025 Feb 13, 2026
Trust Co of the South History No change 1,920 218 0.04% 0.04% 622 0 0.0% Q4 2025 Jan 05, 2026
Foundation Wealth Management, LLC\PA History Reduced 1,911 217 0.08% 0.09% 624 -253 -11.69% Q4 2025 Jan 15, 2026
Wick Capital Partners, LLC History Reduced 1,910 217 0.04% 0.05% 623 -68 -3.44% Q4 2025 Mar 02, 2026
JANE STREET GROUP, LLC History Reduced 1,900 216 0.0% 0.0% 625 -12,847 -87.12% Q4 2025 Feb 12, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 1,885 214 0.07% 0.07% 626 +9 0.48% Q4 2025 Jan 27, 2026
Sequoia Financial Advisors, LLC History Added to 1,869 212 0.0% 0.0% 627 +5 0.27% Q4 2025 Feb 03, 2026
IFG Advisory, LLC History Reduced 1,863 211 0.01% 0.01% 628 -48 -2.51% Q4 2025 Feb 10, 2026
Weil Company, Inc. History Reduced 1,851 210 0.05% 0.06% 629 -305 -14.15% Q4 2025 Jan 14, 2026
Destiny Wealth Partners, LLC History New 1,727 209 0.02% — 631 +1,727 New Q4 2025 Feb 03, 2026
SEI INVESTMENTS CO History Added to 1,838 209 0.0% 0.0% 630 +5 0.27% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 1,830 208 0.0% 0.0% 634 -49 -2.61% Q4 2025 Jan 07, 2026
Optimist Retirement Group LLC History Added to 1,831 208 0.1% 0.09% 633 +9 0.49% Q4 2025 Feb 09, 2026
Allen Investment Management, LLC History No change 1,836 208 0.0% 0.0% 632 0 0.0% Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 1,826 207 0.01% 0.0% 635 +1,357 289.34% Q4 2025 Feb 12, 2026
Sharper & Granite LLC History No change 1,827 207 0.07% 0.07% 636 0 0.0% Q4 2025 Jan 27, 2026
Joseph P. Lucia & Associates, LLC History New 1,804 205 0.07% — 637 +1,804 New Q4 2025 Jan 28, 2026
Ameritas Advisory Services, LLC History Reduced 1,806 205 0.01% 0.02% 638 -996 -35.55% Q4 2025 Feb 04, 2026
Fortune Financial Advisors, LLC History New 1,800 204 0.14% — 642 +1,800 New Q4 2025 Jan 23, 2026
Stonebridge Financial Planning Group, LLC History New 1,799 204 0.07% — 640 +1,799 New Q4 2025 Feb 05, 2026
REGATTA CAPITAL GROUP, LLC History New 1,795 204 0.03% — 641 +1,795 New Q4 2025 Jan 13, 2026
ORG Partners LLC History Reduced 1,797 204 0.04% 0.04% 643 -23 -1.26% Q4 2025 Jan 14, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1,797 204 0.02% 0.02% 639 0 0.0% Q4 2025 Feb 23, 2026
WEBSTER BANK, N. A. History Reduced 1,777 202 0.02% 0.03% 644 -935 -34.48% Q4 2025 Jan 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History New 1,776 201 0.02% — 645 +1,776 New Q4 2025 Feb 03, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 1,761 200 0.03% — 646 +1,761 New Q4 2025 Feb 12, 2026
NBT BANK N A /NY History Added to 1,322 197 0.01% 0.01% 647 +3 0.23% Q4 2025 Jan 23, 2026
Archer Investment Corp History Added to 1,675 190 0.04% 0.03% 648 +368 28.16% Q4 2025 Jan 30, 2026
HHM Wealth Advisors, LLC History No change 1,660 188 0.02% 0.02% 649 0 0.0% Q4 2025 Jan 22, 2026
Sunbelt Securities, Inc. History Reduced 1,610 183 0.01% 0.01% 650 -33 -2.01% Q4 2025 Feb 20, 2026
CGC Financial Services, LLC History Added to 1,594 181 0.05% 0.04% 651 +285 21.77% Q4 2025 Feb 03, 2026
Insight Inv LLC History Reduced 1,573 178 0.1% 0.12% 652 -216 -12.07% Q4 2025 Feb 06, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,547 175 0.09% 0.09% 653 0 0.0% Q4 2025 Feb 17, 2026
VSM Wealth Advisory, LLC History Added to 1,536 174 0.05% 0.05% 655 +3 0.2% Q4 2025 Feb 06, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 1,538 174 0.08% 0.08% 654 0 0.0% Q4 2025 Jan 15, 2026
VAN DEN BERG MANAGEMENT I, INC History New 1,523 173 0.04% — 656 +1,523 New Q4 2025 Feb 17, 2026
Winthrop Capital Management, LLC History Added to 1,525 173 0.04% 0.04% 657 +1 0.07% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 1,521 172 0.0% — 658 +1,521 New Q4 2025 Feb 13, 2026
HighMark Wealth Management LLC History Reduced 1,503 170 0.07% 0.08% 659 -53 -3.41% Q4 2025 Feb 05, 2026
Aptus Capital Advisors, LLC History Added to 1,455 165 0.0% 0.0% 660 +57 4.08% Q4 2025 Feb 13, 2026
Dogwood Wealth Management LLC History Reduced 1,454 165 0.07% 0.08% 661 -39 -2.61% Q4 2025 Feb 04, 2026
MONTAG A & ASSOCIATES INC History Added to 1,417 161 0.01% 0.0% 662 +850 149.91% Q4 2025 Feb 02, 2026
Oakworth Capital, Inc. History No change 1,323 150 0.01% 0.01% 663 0 0.0% Q4 2025 Jan 30, 2026
ATWOOD & PALMER INC History No change 1,271 144 0.01% 0.01% 664 0 0.0% Q4 2025 Jan 28, 2026
Geneos Wealth Management Inc. History Reduced 1,254 142 0.0% 0.0% 666 -158 -11.19% Q4 2025 Jan 28, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,250 142 0.0% 0.0% 665 0 0.0% Q4 2025 Feb 12, 2026
Copia Wealth Management History No change 1,255 142 0.1% 0.1% 667 0 0.0% Q4 2025 Feb 06, 2026
HM PAYSON & CO History Added to 1,248 141 0.0% 0.0% 668 +50 4.17% Q4 2025 Feb 12, 2026
Coastline Trust Co History No change 1,237 140 0.01% 0.01% 669 0 0.0% Q4 2025 Jan 05, 2026
Westside Investment Management, Inc. History Added to 1,217 138 0.02% 0.02% 670 +5 0.41% Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History Reduced 1,209 137 0.01% 0.06% 671 -4,515 -78.88% Q4 2025 Jan 26, 2026
Harbor Asset Planning, Inc. History Reduced 1,192 135 0.12% 0.12% 672 -65 -5.17% Q4 2025 Jan 26, 2026
Laurel Wealth Advisors LLC History New 1,185 134 0.02% — 673 +1,185 New Q4 2025 Jan 30, 2026
Evergreen Private Wealth LLC History Reduced 1,173 133 0.05% 0.06% 674 -64 -5.17% Q4 2025 Jan 28, 2026
Longview Financial Advisors LLC History No change 1,173 133 0.07% 0.07% 675 0 0.0% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History No change 1,140 129 0.0% 0.0% 676 0 0.0% Q4 2025 Feb 17, 2026
SHP Wealth Management History New 1,118 127 0.01% — 677 +1,118 New Q4 2025 Mar 04, 2026
Global Trust Asset Management, LLC History Reduced 1,059 120 0.05% 0.12% 679 -1,260 -54.33% Q4 2025 Jan 20, 2026
Horizon Investments, LLC History Reduced 1,056 120 0.0% 0.0% 678 -95 -8.25% Q4 2025 Feb 02, 2026
Cordant, Inc. History No change 984 111 0.05% 0.05% 680 0 0.0% Q4 2025 Jan 12, 2026
N.E.W. Advisory Services LLC History No change 972 110 0.01% 0.01% 681 0 0.0% Q4 2025 Jan 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 939 106 0.01% — 682 +939 New Q4 2025 Jan 21, 2026
Arlington Trust Co LLC History Added to 915 104 0.01% 0.01% 684 +165 22.0% Q4 2025 Jan 30, 2026
DUNCKER STREETT & CO INC History No change 923 104 0.02% 0.02% 683 0 0.0% Q4 2025 Jan 27, 2026
Princeton Global Asset Management LLC History Added to 829 94 0.02% 0.01% 685 +185 28.73% Q4 2025 Jan 20, 2026
Glen Eagle Advisors, LLC History Reduced 830 94 0.01% 0.01% 686 -15 -1.78% Q4 2025 Feb 13, 2026
Tidemark, LLC History No change 820 93 0.03% 0.03% 687 0 0.0% Q4 2025 Feb 10, 2026
Hilton Head Capital Partners, LLC History New 817 92 0.05% — 688 +817 New Q4 2025 Feb 11, 2026
Orion Capital Management LLC History No change 804 91 0.03% 0.03% 689 0 0.0% Q4 2025 Feb 03, 2026
Biltmore Family Office, LLC History New 800 90 0.01% — 691 +800 New Q4 2025 Feb 04, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 797 90 0.01% 0.01% 690 +106 15.34% Q4 2025 Jan 14, 2026
Hilltop National Bank History No change 780 88 0.02% 0.02% 692 0 0.0% Q4 2025 Jan 07, 2026
Smithfield Trust Co History Added to 718 81 0.0% 0.0% 693 +50 7.49% Q4 2025 Feb 09, 2026
Washington Trust Advisors, Inc. History No change 694 78 0.01% 0.01% 694 0 0.0% Q4 2025 Feb 03, 2026
Concord Wealth Partners History Added to 678 77 0.01% 0.01% 695 +9 1.35% Q4 2025 Jan 29, 2026
COUNTRY TRUST BANK History No change 659 74 0.0% 0.0% 696 0 0.0% Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 644 73 0.0% 0.0% 697 0 0.0% Q4 2025 Feb 10, 2026
Measured Wealth Private Client Group, LLC History Reduced 616 70 0.02% 0.02% 698 -76 -10.98% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Added to 620 70 0.0% 0.0% 700 +61 10.91% Q4 2025 Jan 05, 2026
Cornerstone Planning Group LLC History No change 582 70 0.01% 0.01% 699 0 0.0% Q4 2025 Feb 02, 2026
Smartleaf Asset Management LLC History New 593 68 0.0% — 701 +593 New Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History No change 595 67 0.0% 0.0% 702 0 0.0% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 579 65 0.0% 0.0% 703 +28 5.08% Q4 2025 Feb 09, 2026
CENTRAL TRUST Co History No change 559 63 0.0% 0.0% 704 0 0.0% Q4 2025 Feb 02, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 550 62 0.0% 0.0% 705 0 0.0% Q4 2025 Jan 08, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 528 60 0.0% — 707 +528 New Q4 2025 Feb 03, 2026
Powell Investment Advisors, LLC History No change 533 60 0.02% 0.02% 706 0 0.0% Q4 2025 Feb 09, 2026
JTC Employer Solutions Trustee Ltd History No change 526 60 0.0% 0.0% 708 0 0.0% Q4 2025 Feb 10, 2026
Topsail Wealth Management, LLC History No change 532 60 0.01% 0.01% 709 0 0.0% Q4 2025 Feb 04, 2026
Cape Investment Advisory, Inc. History Added to 519 59 0.02% 0.0% 710 +509 5090.0% Q4 2025 Feb 17, 2026
Seneschal Advisors, LLC History No change 484 55 0.04% 0.04% 711 0 0.0% Q4 2025 Feb 13, 2026
Granite Investment Partners, LLC History No change 480 54 0.0% 0.0% 712 0 0.0% Q4 2025 Feb 12, 2026
Colonial Trust Advisors History No change 476 54 0.0% 0.0% 713 0 0.0% Q4 2025 Feb 12, 2026
Rice Partnership, LLC History No change 470 53 0.01% 0.01% 714 0 0.0% Q4 2025 Feb 10, 2026
Navalign, LLC History New 452 51 0.01% — 717 +452 New Q4 2025 Feb 05, 2026
Grove Bank & Trust History No change 450 51 0.01% 0.01% 715 0 0.0% Q4 2025 Jan 08, 2026
Front Row Advisors LLC History No change 450 51 0.02% 0.02% 716 0 0.0% Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History No change 436 50 0.0% 0.0% 718 0 0.0% Q4 2025 Jan 15, 2026
Wealth Enhancement Trust Services, Inc. History New 426 48 0.01% — 719 +426 New Q4 2025 Jan 27, 2026
Sankala Group LLC History New 385 47 0.04% — 720 +385 New Q4 2025 Mar 02, 2026
HOWE & RUSLING INC History Reduced 401 45 0.0% 0.02% 721 -2,631 -86.77% Q4 2025 Feb 17, 2026
Pacific Center for Financial Services History No change 400 44 0.01% 0.01% 722 0 0.0% Q4 2025 Feb 17, 2026
Millstone Evans Group, LLC History No change 388 44 0.03% 0.03% 723 0 0.0% Q4 2025 Feb 02, 2026
Abound Wealth Management History Reduced 380 43 0.01% 0.01% 724 -96 -20.17% Q4 2025 Jan 12, 2026
DEUTSCHE BANK AG\ History Added to 371 42 0.0% 0.0% 725 +121 48.4% Q4 2025 Feb 11, 2026
First PREMIER Bank History No change 370 42 0.01% 0.01% 726 0 0.0% Q4 2025 Jan 23, 2026
Sage Mountain Advisors LLC History No change 377 42 0.0% 0.0% 727 0 0.0% Q4 2025 Jan 23, 2026
Capital Investment Advisory Services, LLC History No change 352 40 0.0% 0.0% 728 0 0.0% Q4 2025 Jan 21, 2026
IAG Wealth Partners, LLC History No change 350 39 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 10, 2026
CoreCap Advisors, LLC History Added to 327 37 0.0% 0.0% 731 +93 39.74% Q4 2025 Jan 13, 2026
SJS Investment Consulting Inc. History No change 332 37 0.0% 0.0% 730 0 0.0% Q4 2025 Jan 21, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 320 36 0.01% 0.01% 732 +3 0.95% Q4 2025 Jan 23, 2026
Independence Bank of Kentucky History No change 318 36 0.0% 0.0% 733 0 0.0% Q4 2025 Jan 20, 2026
Fortis Group Advisors, LLC History No change 317 36 0.01% 0.01% 734 0 0.0% Q4 2025 Feb 06, 2026
Ameritas Investment Partners, Inc. History No change 310 35 0.0% 0.0% 735 0 0.0% Q4 2025 Feb 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 303 34 0.0% 0.0% 736 0 0.0% Q4 2025 Jan 20, 2026
Vermillion & White Wealth Management Group, LLC History No change 300 34 0.02% 0.02% 737 0 0.0% Q4 2025 Feb 18, 2026
Missouri Trust & Investment Co History No change 300 34 0.01% 0.01% 738 0 0.0% Q4 2025 Feb 13, 2026
Caldwell Trust Co History No change 305 34 0.0% 0.0% 739 0 0.0% Q4 2025 Jan 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 293 33 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 22, 2026
Wealth Preservation Advisors, LLC History No change 282 32 0.02% 0.02% 741 0 0.0% Q4 2025 Feb 23, 2026
Godfrey Financial Associates, Inc. History New 278 31 0.03% — 742 +278 New Q4 2025 Feb 10, 2026
Monetary Solutions, Ltd History New 276 31 0.03% — 743 +276 New Q4 2025 Feb 23, 2026
Capital Investment Counsel, Inc History New 268 30 0.0% — 744 +268 New Q4 2025 Jan 23, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 272 30 0.01% 0.01% 745 -10 -3.55% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History No change 267 30 0.0% 0.0% 746 0 0.0% Q4 2025 Feb 10, 2026
Stephens Consulting, LLC History Added to 250 28 0.01% 0.01% 748 +2 0.81% Q4 2025 Jan 13, 2026
Ulland Investment Advisors, LLC History No change 250 28 0.02% 0.02% 747 0 0.0% Q4 2025 Jan 08, 2026
Fairman Group, LLC History No change 252 28 0.02% 0.02% 749 0 0.0% Q4 2025 Feb 13, 2026
Palouse Capital Management, Inc. History No change 244 27 0.02% 0.02% 750 0 0.0% Q4 2025 Jan 23, 2026
Cornerstone Financial Management LLC History New 227 25 0.02% — 754 +227 New Q4 2025 Feb 13, 2026
Merrithew & Thorsten Inc History New 221 25 0.03% — 753 +221 New Q4 2025 Feb 03, 2026
SIGNATUREFD, LLC History No change 225 25 0.0% 0.0% 751 0 0.0% Q4 2025 Jan 20, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 224 25 0.01% 0.01% 752 0 0.0% Q4 2025 Jan 22, 2026
Corsicana & Co. History No change 216 24 0.01% 0.01% 755 0 0.0% Q4 2025 Jan 07, 2026
CX Institutional History Reduced 201 23 0.0% 0.0% 756 -167 -45.38% Q4 2025 Feb 02, 2026
Hughes Financial Services, LLC History No change 211 23 0.0% 0.0% 757 0 0.0% Q4 2025 Feb 11, 2026
ABOUND FINANCIAL, LLC History New 200 22 0.01% — 759 +200 New Q4 2025 Feb 17, 2026
MGB Wealth Management, LLC History No change 198 22 0.01% 0.01% 758 0 0.0% Q4 2025 Feb 17, 2026
Pandora Wealth, Inc. History No change 200 22 0.01% 0.01% 760 0 0.0% Q4 2025 Feb 04, 2026
United Financial Planning Group LLC History No change 199 22 0.01% 0.01% 761 0 0.0% Q4 2025 Feb 11, 2026
Financial Connections Group, Inc. History No change 188 21 0.01% 0.01% 762 0 0.0% Q4 2025 Jan 23, 2026
Steigerwald, Gordon & Koch Inc. History No change 180 20 0.0% 0.0% 763 0 0.0% Q4 2025 Jan 23, 2026
Noble Wealth Management PBC History No change 180 20 0.01% 0.01% 764 0 0.0% Q4 2025 Jan 05, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 174 19 0.01% 0.01% 765 -1 -0.57% Q4 2025 Feb 09, 2026
Red Tortoise LLC History No change 171 19 0.01% 0.01% 766 0 0.0% Q4 2025 Jan 22, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 164 18 0.0% 0.02% 767 -2,538 -93.93% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 165 18 0.0% 0.0% 768 +51 44.74% Q4 2025 Feb 06, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 156 18 0.0% 0.0% 769 0 0.0% Q4 2025 Feb 09, 2026
Advocate Investing Services LLC History New 158 17 0.02% — 773 +158 New Q4 2025 Feb 12, 2026
Triumph Capital Management History New 157 17 0.0% — 772 +157 New Q4 2025 Feb 12, 2026
EASTERN BANK History No change 150 17 0.0% 0.0% 770 0 0.0% Q4 2025 Jan 14, 2026
FIRST UNITED BANK & TRUST History No change 150 17 0.01% 0.01% 771 0 0.0% Q4 2025 Jan 21, 2026
Principia Wealth Advisory, LLC History Reduced 139 15 0.01% 0.01% 774 -54 -27.98% Q4 2025 Feb 10, 2026
Planning Project LLC History New 125 14 0.0% — 777 +125 New Q4 2025 Feb 12, 2026
Team Financial Group, LLC History Added to 125 14 0.01% 0.01% 776 +1 0.81% Q4 2025 Jan 13, 2026
Indiana Trust & Investment Management Co History No change 128 14 0.0% 0.0% 775 0 0.0% Q4 2025 Jan 21, 2026
Pacifica Partners Inc. History No change 118 13 0.01% 0.0% 778 0 0.0% Q4 2025 Jan 09, 2026
Johnson Financial Group, Inc. History New 108 12 0.0% — 779 +108 New Q4 2025 Feb 12, 2026
Golden State Wealth Management, LLC History No change 111 12 0.0% 0.0% 780 0 0.0% Q4 2025 Feb 13, 2026
DiNuzzo Private Wealth, Inc. History No change 110 12 0.0% 0.0% 781 0 0.0% Q4 2025 Jan 16, 2026
Wealth Watch Advisors, INC History No change 113 12 0.0% 0.0% 782 0 0.0% Q4 2025 Feb 17, 2026
CURIO WEALTH, LLC History No change 111 12 0.0% 0.0% 783 0 0.0% Q4 2025 Feb 11, 2026
ASSETMARK, INC History Reduced 98 11 0.0% 0.0% 787 -1,108 -91.87% Q4 2025 Jan 23, 2026
NorthAvenue LLC History New 102 11 0.01% — 790 +102 New Q4 2025 Apr 02, 2026
GROUP ONE TRADING LLC History No change 100 11 0.0% 0.0% 784 0 0.0% Q4 2025 Feb 12, 2026
Towne Trust Company, N.A History No change 100 11 0.0% 0.0% 785 0 0.0% Q4 2025 Jan 26, 2026
BOK Financial Private Wealth, Inc. History No change 105 11 0.0% 0.0% 786 0 0.0% Q4 2025 Feb 06, 2026
Jackson Hole Capital Partners, LLC History No change 100 11 0.0% 0.0% 788 0 0.0% Q4 2025 Jan 30, 2026
OAK HARBOR WEALTH PARTNERS, LLC History No change 100 11 0.0% 0.0% 789 0 0.0% Q4 2025 Feb 02, 2026
Bank of New Hampshire History New 94 10 0.0% — 794 +94 New Q4 2025 Mar 16, 2026
Richardson Capital Management LLC History No change 88 10 0.01% 0.0% 791 0 0.0% Q4 2025 Jan 30, 2026
MTM Investment Management, LLC History No change 90 10 0.0% 0.0% 792 0 0.0% Q4 2025 Feb 09, 2026
SITTNER & NELSON, LLC History No change 81 10 0.0% 0.0% 793 0 0.0% Q4 2025 Feb 11, 2026
WEST PACES ADVISORS INC. History No change 75 8 0.0% 0.0% 795 0 0.0% Q4 2025 Jan 21, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 68 7 0.0% 0.0% 796 -18 -20.93% Q4 2025 Jan 30, 2026
Tradewinds Capital Management, LLC History Added to 68 7 0.0% 0.0% 797 +1 1.49% Q4 2025 Jan 14, 2026
Crewe Advisors LLC History No change 66 7 0.0% 0.0% 798 0 0.0% Q4 2025 Jan 16, 2026
Imprint Wealth LLC History No change 62 7 0.03% 0.02% 799 0 0.0% Q4 2025 Feb 17, 2026
BALLAST ADVISORS LLC History Reduced 60 6 0.0% 0.0% 801 -85 -58.62% Q4 2025 Feb 03, 2026