iSHARES TRUST - IVW

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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
ENVESTNET ASSET MANAGEMENT INC History Reduced 43,645,204 5,379,707 1.6% 1.58% 1 -1,911,542 -4.2% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 40,710,202 5,017,939 0.32% 0.3% 2 -625,646 -1.51% Q4 2025 Feb 11, 2026
MORGAN STANLEY History Added to 33,646,152 4,147,225 0.25% 0.24% 3 +186,391 0.56% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 19,816,481 2,442,579 0.67% 0.68% 4 +357,495 1.84% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Added to 18,549,886 2,286,458 0.17% 0.15% 5 +111,755 0.61% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 15,021,156 1,851,507 0.34% 0.34% 6 +80,216 0.54% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 8,688,281 1,070,917 0.17% 0.17% 7 -223,001 -2.5% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 8,505,668 1,048,526 0.24% 0.23% 8 +77,357 0.92% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 6,922,912 853,319 0.77% 0.79% 9 -235,692 -3.29% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 5,430,342 669,343 0.37% 0.41% 10 -120,485 -2.17% Q4 2025 Feb 06, 2026
CWM, LLC History Reduced 4,775,251 588,597 1.59% 1.74% 11 -22,753 -0.47% Q4 2025 Jan 26, 2026
Cetera Investment Advisers History Added to 4,509,307 555,817 0.61% 0.61% 12 +146,739 3.36% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 4,421,371 544,978 0.01% 0.01% 13 +55,476 1.27% Q4 2025 Feb 12, 2026
RAYMOND JAMES FINANCIAL INC History Added to 4,354,800 536,772 0.17% 0.17% 14 +45,738 1.06% Q4 2025 Feb 18, 2026
GOLDMAN SACHS GROUP INC History Reduced 4,274,018 526,815 0.06% 0.07% 15 -240,010 -5.32% Q4 2025 Mar 25, 2026
M&T BANK CORP History Reduced 4,050,582 499,274 1.6% 1.67% 16 -65,922 -1.6% Q4 2025 Jan 30, 2026
Lido Advisors, LLC History Added to 3,788,440 459,648 1.37% 1.38% 17 +148,991 4.09% Q4 2025 Feb 10, 2026
Envestnet Portfolio Solutions, Inc. History Added to 3,698,611 455,890 1.6% 1.58% 18 +147,279 4.15% Q4 2025 Feb 06, 2026
Mariner, LLC History Added to 3,665,537 451,817 0.54% 0.56% 19 +61,398 1.7% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 3,645,204 449,307 1.09% 1.06% 20 +358,496 10.91% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 3,631,582 447,629 3.79% 3.37% 21 +56,513 1.58% Q4 2025 Jan 05, 2026
ROYAL BANK OF CANADA History New 3,346,092 412,287 0.07% — 22 +3,346,092 New Q4 2025 Feb 17, 2026
Align Financial, LLC History New 398,993 398,993 0.23% — 23 +398,993 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 2,995,634 369,241 0.49% 0.5% 24 -224,920 -6.98% Q4 2025 Feb 12, 2026
FIL Ltd History Reduced 2,950,099 363,629 0.27% 0.37% 25 -948,242 -24.32% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,849,667 351,249 0.21% 0.23% 26 +37,722 1.34% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History New 2,705,320 333,457 2.13% — 27 +2,705,320 New Q4 2025 Jan 27, 2026
HB Wealth Management, LLC History Reduced 2,372,059 292,380 1.89% 1.97% 28 -37,889 -1.57% Q4 2025 Jan 28, 2026
Janney Montgomery Scott LLC History Added to 2,204,622 271,742 0.62% 0.62% 29 +52,870 2.46% Q4 2025 Feb 11, 2026
SOFI WEALTH, LLC History Added to 2,104,088 259,349 12.93% 12.39% 30 +198,832 10.44% Q4 2025 Jan 30, 2026
OSAIC HOLDINGS, INC. History Reduced 2,038,970 251,416 0.37% 0.35% 31 -104,950 -4.9% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 2,035,586 250,906 0.27% 0.27% 32 +37,500 1.88% Q4 2025 Feb 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 2,032,167 250,484 3.28% 3.31% 33 +144,714 7.67% Q4 2025 Feb 10, 2026
FMR LLC History Reduced 2,030,987 250,339 0.01% 0.01% 34 -5,964 -0.29% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 1,920,546 236,725 0.27% 0.21% 35 +859,584 81.02% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 1,787,267 220,298 0.04% 0.04% 36 +137,902 8.36% Q4 2025 Feb 10, 2026
NewEdge Advisors, LLC History Added to 1,749,507 215,644 0.78% 0.94% 37 +30,557 1.78% Q4 2025 Feb 18, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,697,013 209,173 0.13% 0.14% 38 +19,074 1.14% Q4 2025 Feb 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 1,450,804 178,826 1.07% 1.13% 39 -74,983 -4.91% Q4 2025 Feb 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 1,385,637 171,616 0.3% 0.34% 40 -55,755 -3.87% Q4 2025 Feb 05, 2026
Sanctuary Advisors, LLC History Reduced 1,352,008 166,648 0.91% 0.78% 41 -116,016 -7.9% Q4 2025 Jan 29, 2026
Steward Partners Investment Advisory, LLC History Reduced 1,340,737 165,259 0.91% 1.08% 42 -222,025 -14.21% Q4 2025 Feb 12, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 1,269,877 156,525 1.18% 1.24% 43 -23,551 -1.82% Q4 2025 Feb 12, 2026
JB Capital LLC History Added to 1,255,361 154,735 6.32% 6.27% 44 +50,798 4.22% Q4 2025 Jan 20, 2026
TRUIST FINANCIAL CORP History Added to 1,169,463 144,147 0.19% 0.19% 45 +3,702 0.32% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 1,121,790 138,272 0.37% 0.38% 46 -20,968 -1.83% Q4 2025 Feb 05, 2026
Rehmann Capital Advisory Group History Reduced 1,114,316 138,045 7.19% 7.41% 47 -6,667 -0.59% Q4 2025 Mar 04, 2026
MAI Capital Management History Added to 1,113,823 137,289 0.79% 0.84% 48 +2,229 0.2% Q4 2025 Feb 13, 2026
Calamos Wealth Management LLC History Added to 1,112,935 137,180 4.73% 4.82% 49 +5,506 0.5% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,084,160 133,633 0.8% 0.92% 50 +18,903 1.77% Q4 2025 Feb 17, 2026
LVZ, Inc. History Reduced 1,019,830 125,704 14.05% 14.09% 51 -7,128 -0.69% Q4 2025 Feb 10, 2026
COURIER CAPITAL LLC History Reduced 969,285 119,474 6.71% 6.91% 52 -29,134 -2.92% Q4 2025 Jan 29, 2026
US BANCORP \DE\ History Reduced 938,839 115,721 0.14% 0.13% 53 -4,646 -0.49% Q4 2025 Jan 30, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 900,143 110,951 1.68% 1.81% 54 -50,796 -5.34% Q4 2025 Jan 22, 2026
COMERICA BANK History Reduced 896,757 110,534 0.44% 0.43% 55 -56,018 -5.88% Q4 2025 Jan 29, 2026
Baird Financial Group, Inc. History Reduced 882,286 108,750 0.17% 0.17% 56 -1,377 -0.16% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 836,746 103,137 0.19% 0.16% 57 +159,509 23.55% Q4 2025 Mar 16, 2026
Modern Wealth Management, LLC History Reduced 816,194 100,604 1.83% 2.05% 58 -42,366 -4.93% Q4 2025 Feb 17, 2026
Advocacy Wealth Management, LLC History Added to 784,514 96,699 4.05% 3.96% 59 +29,575 3.92% Q4 2025 Feb 11, 2026
Kestra Advisory Services, LLC History Added to 775,929 95,640 0.39% 0.38% 60 +86,306 12.51% Q4 2025 Feb 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 736,360 90,763 0.33% 0.32% 61 -25,298 -3.32% Q4 2025 Jan 30, 2026
NORTHERN TRUST CORP History Reduced 728,823 89,834 0.01% 0.01% 62 -2,387 -0.33% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 710,568 87,584 0.5% 0.53% 63 +17,269 2.49% Q4 2025 Jan 26, 2026
Ascent Group, LLC History Added to 702,139 86,545 2.96% 2.96% 64 +8,675 1.25% Q4 2025 Jan 20, 2026
Private Advisor Group, LLC History Added to 686,794 84,654 0.4% 0.4% 65 +13,990 2.08% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 656,924 80,972 0.94% 1.0% 66 -57,906 -8.1% Q4 2025 Jan 21, 2026
Creative Planning History Added to 653,362 80,533 0.06% 0.06% 67 +3,158 0.49% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 647,461 79,806 0.25% 0.26% 68 -18,783 -2.82% Q4 2025 Feb 02, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 630,178 77,675 4.04% 4.39% 69 -50,060 -7.36% Q4 2025 Jan 26, 2026
Stegner Investment Associates Inc. History Reduced 619,494 76,358 40.58% 41.74% 70 -11,049 -1.75% Q4 2025 Jan 30, 2026
Salomon & Ludwin, LLC History Reduced 612,653 75,802 6.7% 6.85% 71 -16,236 -2.58% Q4 2025 Jan 28, 2026
BANK OF MONTREAL /CAN/ History Added to 614,635 75,759 0.03% 0.03% 72 +60,490 10.92% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 598,634 74,505 0.1% 0.11% 73 -16,515 -2.68% Q4 2025 Jan 08, 2026
Valmark Advisers, Inc. History Reduced 598,466 73,766 0.91% 0.97% 74 -20,884 -3.37% Q4 2025 Jan 26, 2026
SilverOak Wealth Management LLC History Reduced 570,356 70,302 11.02% 11.84% 75 -11,007 -1.89% Q4 2025 Jan 28, 2026
World Investment Advisors History Reduced 530,908 65,439 1.06% 1.8% 76 -199,082 -27.27% Q4 2025 Mar 12, 2026
USA FINANCIAL FORMULAS History Reduced 524,309 64,626 11.76% 11.64% 77 -23,153 -4.23% Q4 2025 Jan 14, 2026
Allworth Financial LP History New 523,308 64,503 0.26% — 78 +523,308 New Q4 2025 Feb 05, 2026
North Star Investment Management Corp. History Reduced 518,496 63,909 4.01% 4.02% 79 -403 -0.08% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 517,762 63,819 0.09% 0.06% 80 +230,633 80.32% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 514,444 63,410 0.72% 0.63% 81 +57,025 12.47% Q4 2025 Feb 05, 2026
Waverly Advisors, LLC History Added to 487,802 60,126 0.49% 0.56% 82 +25,602 5.54% Q4 2025 Feb 17, 2026
Probity Advisors, Inc. History Reduced 486,359 59,948 9.6% 9.81% 83 -14,905 -2.97% Q4 2025 Jan 27, 2026
Austin Private Wealth, LLC History Added to 482,689 59,496 4.42% 4.38% 84 +4,058 0.85% Q4 2025 Jan 20, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 479,409 59,091 0.11% 0.12% 85 +1,413 0.3% Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Reduced 472,402 58,228 0.62% 0.66% 86 -26,650 -5.34% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 469,836 57,911 1.4% 1.37% 87 +6,669 1.44% Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 468,364 57,730 1.3% 1.27% 88 +63,352 15.64% Q4 2025 Feb 06, 2026
Concurrent Investment Advisors, LLC History Added to 452,635 55,791 0.64% 0.65% 89 +140,392 44.96% Q4 2025 Jan 29, 2026
West Wealth Group, LLC History Added to 439,568 54,181 11.24% 11.43% 90 +18,499 4.39% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Added to 434,711 53,582 0.83% 0.83% 91 +16,531 3.95% Q4 2025 Feb 12, 2026
Sigma Planning Corp History Added to 433,977 53,491 1.48% 1.48% 92 +2,811 0.65% Q4 2025 Jan 30, 2026
Icon Wealth Advisors, LLC History Added to 432,426 53,300 3.55% 3.41% 93 +16,181 3.89% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 431,836 53,270 0.28% 0.31% 94 +30,981 7.73% Q4 2025 Feb 17, 2026
CHOREO, LLC History Reduced 420,047 52,153 0.66% 0.68% 95 -11,928 -2.76% Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 417,050 51,405 0.08% 0.07% 96 +77,974 23.0% Q4 2025 Feb 18, 2026
Stratos Wealth Partners, LTD. History Added to 413,008 50,907 0.58% 0.57% 97 +10,366 2.57% Q4 2025 Jan 20, 2026
BOKF, NA History Added to 387,565 47,771 0.73% 0.58% 98 +70,771 22.34% Q4 2025 Feb 03, 2026
Farther Finance Advisors, LLC History Added to 386,527 47,643 0.51% 0.53% 99 +93,161 31.76% Q4 2025 Jan 23, 2026
Connecticut Wealth Management, LLC History Reduced 385,195 47,479 2.06% 2.08% 100 -3,622 -0.93% Q4 2025 Feb 12, 2026
OneDigital Investment Advisors LLC History Reduced 381,331 47,002 0.46% 0.52% 101 -39,668 -9.42% Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 377,677 46,552 0.95% 0.73% 102 +115,761 44.2% Q4 2025 Feb 03, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Reduced 373,924 46,089 15.68% 15.54% 103 -4,162 -1.1% Q4 2025 Jan 22, 2026
MA Private Wealth History Reduced 373,599 46,049 7.68% 7.94% 104 -17,375 -4.44% Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 373,416 46,027 0.89% 0.85% 105 +81,215 27.79% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 369,226 45,510 0.57% 0.58% 106 +2,606 0.71% Q4 2025 Feb 09, 2026
Lee Financial Co History Reduced 361,351 44,540 6.01% 5.49% 107 -1,302 -0.36% Q4 2025 Jan 22, 2026
FINANCIAL LIFE ADVISORS History Reduced 355,656 43,838 13.52% 14.38% 108 -15,231 -4.11% Q4 2025 Jan 30, 2026
Sharkey, Howes & Javer History Added to 352,604 43,461 5.52% 5.08% 109 +25,127 7.67% Q4 2025 Jan 13, 2026
Calydon Capital History Added to 352,301 43,424 7.32% 6.78% 110 +303 0.09% Q4 2025 Feb 17, 2026
TSG Advice Partners, LLC History New 350,318 43,180 6.59% — 111 +350,318 New Q4 2025 Feb 17, 2026
1834 INVESTMENT ADVISORS CO History Reduced 349,945 43,134 5.41% 5.36% 112 -11,988 -3.31% Q4 2025 Jan 29, 2026
Corient Private Wealth LLC History Added to 339,288 41,818 0.06% 0.06% 113 +35,153 11.56% Q4 2025 Mar 09, 2026
CGC Financial Services, LLC History Added to 338,328 41,702 11.16% 11.18% 114 +2,473 0.74% Q4 2025 Feb 03, 2026
Foundation Wealth Management, LLC History Reduced 336,363 41,500 27.31% 27.3% 115 -17,460 -4.93% Q4 2025 Jan 27, 2026
Busey Bank History Reduced 334,971 41,288 1.09% 1.13% 116 -1,819 -0.54% Q4 2025 Jan 27, 2026
LMG Wealth Partners, LLC History Added to 334,947 41,285 7.7% 7.5% 117 +783 0.23% Q4 2025 Feb 02, 2026
Dynasty Wealth Management, LLC History Added to 334,681 41,252 0.41% 0.51% 118 +19,012 6.02% Q4 2025 Feb 10, 2026
CITIGROUP INC History Reduced 326,843 40,286 0.02% 0.02% 119 -16,530 -4.81% Q4 2025 Feb 13, 2026
Praetorian Wealth Management, Inc. History Reduced 317,746 39,165 7.78% 7.91% 120 -1,548 -0.48% Q4 2025 Jan 14, 2026
Pathstone Holdings, LLC History New 317,643 39,152 0.15% — 121 +317,643 New Q4 2025 Feb 13, 2026
GREENLEAF TRUST History Reduced 316,812 39,050 0.36% 0.37% 122 -21,989 -6.49% Q4 2025 Jan 21, 2026
Orion Porfolio Solutions, LLC History Added to 316,781 39,046 0.29% 0.27% 123 +27,929 9.67% Q4 2025 Feb 12, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 309,896 38,197 0.69% 0.67% 124 +26,818 9.47% Q4 2025 Jan 07, 2026
AMARILLO NATIONAL BANK History Reduced 305,248 37,624 6.61% 6.56% 125 -4,072 -1.32% Q4 2025 Jan 28, 2026
Beacon Pointe Advisors, LLC History Added to 302,659 37,305 0.26% 0.25% 126 +53,968 21.7% Q4 2025 Feb 18, 2026
AlphaCore Capital LLC History Added to 299,535 36,920 0.82% 0.2% 127 +251,375 521.96% Q4 2025 Feb 05, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 292,800 36,090 0.05% 0.16% 128 -601,131 -67.25% Q4 2025 Feb 17, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 291,360 35,912 3.45% 3.45% 129 -6,365 -2.14% Q4 2025 Feb 23, 2026
Powell Investment Advisors, LLC History Reduced 289,940 35,737 12.3% 12.25% 130 -430 -0.15% Q4 2025 Feb 09, 2026
Sterling Investment Counsel, LLC History Reduced 289,892 35,732 10.24% 11.39% 131 -4,332 -1.47% Q4 2025 Jan 27, 2026
Blue Edge Capital, LLC History Added to 285,618 35,205 4.71% 4.63% 132 +15,820 5.86% Q4 2025 Feb 12, 2026
Stone House Investment Management, LLC History Added to 281,643 34,715 5.39% 5.69% 133 +1,747 0.62% Q4 2025 Jan 21, 2026
SteelPeak Wealth, LLC History Reduced 280,519 34,576 1.13% 1.14% 134 -2,904 -1.02% Q4 2025 Jan 20, 2026
Apollon Wealth Management, LLC History Added to 275,962 34,015 0.59% 0.56% 135 +15,234 5.84% Q4 2025 Jan 22, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 275,934 34,011 0.71% 3.39% 136 +112,287 68.62% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 275,616 33,972 0.23% 0.19% 137 +59,034 27.26% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 275,610 33,971 0.02% 0.01% 138 +152,101 123.15% Q4 2025 Feb 17, 2026
Silicon Valley Capital Partners History Reduced 273,529 33,715 3.07% 3.13% 139 -1,164 -0.42% Q4 2025 Feb 13, 2026
BOK Financial Private Wealth, Inc. History Reduced 273,079 33,659 2.06% 2.35% 140 -36,598 -11.82% Q4 2025 Feb 06, 2026
J.W. COLE ADVISORS, INC. History Added to 315,588 33,508 0.81% 0.7% 141 +12,527 4.13% Q4 2025 Feb 11, 2026
Triad Wealth Partners, LLC History Added to 270,105 33,293 3.16% 3.28% 142 +59,230 28.09% Q4 2025 Jan 22, 2026
Gladstone Institutional Advisory LLC History Added to 269,722 33,245 1.26% 1.25% 143 +960 0.36% Q4 2025 Feb 17, 2026
BARINGS LLC History Reduced 269,017 33,159 0.61% 0.85% 144 -102,192 -27.53% Q4 2025 Feb 12, 2026
INTEGRITY ALLIANCE, LLC. History Added to 266,979 32,907 1.2% 1.47% 145 +7,840 3.03% Q4 2025 Feb 09, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 265,974 32,783 0.62% 0.66% 146 -8,326 -3.04% Q4 2025 Feb 10, 2026
Wilmington Savings Fund Society, FSB History Added to 263,650 32,497 0.76% 0.76% 147 +3,433 1.32% Q4 2025 Feb 12, 2026
ShoreHaven Wealth Partners, LLC History Added to 262,906 32,405 11.64% 11.39% 148 +7,515 2.94% Q4 2025 Feb 10, 2026
EWA, LLC History Added to 262,719 32,382 7.91% 8.59% 149 +5,765 2.24% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 261,939 32,286 0.57% 0.69% 150 +8,170 3.22% Q4 2025 Feb 06, 2026
FIRST MERCHANTS CORP History Reduced 261,291 32,206 1.19% 1.21% 151 -4,813 -1.81% Q4 2025 Jan 12, 2026
IEQ CAPITAL, LLC History Added to 261,113 32,184 0.1% 0.05% 152 +111,395 74.4% Q4 2025 Feb 13, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 259,780 32,007 4.13% 4.38% 153 +2,143 0.83% Q4 2025 Feb 04, 2026
Meridian Wealth Partners, LLC History Added to 259,483 31,983 4.41% 4.29% 154 +1,447 0.56% Q4 2025 Feb 13, 2026
Stokes Family Office, LLC History Added to 257,225 31,705 2.9% 2.87% 155 +6,542 2.61% Q4 2025 Feb 18, 2026
Pettinga Financial Advisors LLC History Added to 255,909 31,543 5.98% 6.0% 156 +1,063 0.42% Q4 2025 Feb 12, 2026
Horst & Graben Wealth Management LLC History Added to 252,079 31,096 4.69% 4.59% 157 +3,240 1.3% Q4 2025 Jan 27, 2026
FIRST HAWAIIAN BANK History Reduced 251,360 30,982 4.12% 4.09% 158 -12,568 -4.76% Q4 2025 Jan 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 250,540 30,881 0.38% 0.38% 159 +7,147 2.94% Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History Reduced 249,433 30,745 0.04% 0.04% 160 -3,666 -1.45% Q4 2025 Feb 10, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 247,312 30,483 5.86% — 161 +247,312 New Q4 2025 Feb 13, 2026
KWMG, LLC History Reduced 244,067 30,083 2.59% 2.6% 162 -2,078 -0.84% Q4 2025 Jan 16, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 242,530 29,894 3.27% 3.45% 163 -8,693 -3.46% Q4 2025 Feb 18, 2026
EQ LLC History Added to 240,931 29,697 8.56% 6.51% 164 +81,998 51.59% Q4 2025 Feb 10, 2026
ADG Wealth Management Group, LLC History Reduced 240,414 29,633 22.45% 23.14% 165 -750 -0.31% Q4 2025 Jan 15, 2026
High Falls Advisors, Inc History Added to 239,321 29,498 5.98% 5.93% 166 +582 0.24% Q4 2025 Feb 18, 2026
Security Financial Services, INC. History Added to 238,864 29,442 4.62% 4.61% 167 +2,864 1.21% Q4 2025 Jan 27, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 237,679 29,296 0.0% 0.0% 168 -14,560 -5.77% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 237,167 29,233 0.33% 0.32% 169 +12,778 5.69% Q4 2025 Jan 15, 2026
Merit Financial Group, LLC History Added to 236,719 29,177 0.23% 0.26% 170 +1,634 0.7% Q4 2025 Jan 26, 2026
Detalus Advisors, LLC History Added to 236,333 29,130 7.1% 7.09% 171 +9,613 4.24% Q4 2025 Feb 03, 2026
Csenge Advisory Group History Reduced 234,534 28,908 1.31% 1.41% 172 -9,679 -3.96% Q4 2025 Feb 06, 2026
WEALTH ALLIANCE, LLC History Added to 231,800 28,571 2.8% 2.68% 173 +15,844 7.34% Q4 2025 Feb 13, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Reduced 230,268 28,382 7.47% 8.09% 174 -925 -0.4% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 229,680 28,310 0.06% 0.05% 175 +76,636 50.07% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 229,265 28,259 0.6% 0.67% 176 -15,771 -6.44% Q4 2025 Feb 05, 2026
Vise Technologies, Inc. History Added to 226,958 27,974 0.55% 0.64% 177 +84,997 59.87% Q4 2025 Feb 11, 2026
TBH Global Asset Management, LLC History Added to 42,741 27,714 4.62% 0.07% 178 +39,962 1438.0% Q4 2025 Jan 29, 2026
Capital Analysts, LLC History Reduced 224,000 27,610 0.84% 0.94% 179 -42,579 -15.97% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Reduced 221,659 27,321 0.05% 0.05% 180 -9,497 -4.11% Q4 2025 Feb 12, 2026
Avior Wealth Management, LLC History Reduced 221,638 27,319 0.85% 0.87% 181 -1,206 -0.54% Q4 2025 Jan 06, 2026
Saiph Capital, LLC History Added to 219,647 27,073 9.73% 9.48% 182 +1,452 0.67% Q4 2025 Feb 12, 2026
Western Wealth Management, LLC History Reduced 216,870 26,731 1.23% 1.4% 183 -2,779 -1.27% Q4 2025 Feb 05, 2026
One Wealth Advisors, LLC History Added to 216,660 26,705 3.26% 3.19% 184 +6,063 2.88% Q4 2025 Feb 02, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 216,347 26,666 0.36% 0.34% 185 +12,952 6.37% Q4 2025 Jan 30, 2026
PINKERTON WEALTH, LLC History Added to 215,108 26,514 2.72% 2.68% 186 +8,870 4.3% Q4 2025 Feb 06, 2026
Per Stirling Capital Management, LLC. History Reduced 212,673 26,214 2.94% 3.1% 187 -1,787 -0.83% Q4 2025 Feb 17, 2026
First Heartland Consultants, Inc. History Added to 207,200 25,539 1.94% 1.98% 188 +3,584 1.76% Q4 2025 Jan 09, 2026
PAX Financial Group, LLC History Added to 206,828 25,493 4.4% 4.1% 189 +18,476 9.81% Q4 2025 Feb 05, 2026
Spire Wealth Management History Added to 205,458 25,324 0.85% 0.82% 190 +4,881 2.43% Q4 2025 Jan 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 205,433 25,321 0.0% 0.0% 191 -79,444 -27.89% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 203,450 25,077 0.73% — 192 +203,450 New Q4 2025 Feb 13, 2026
Ameritas Investment Partners, Inc. History Reduced 203,219 25,048 0.76% 0.79% 193 -11,150 -5.2% Q4 2025 Feb 11, 2026
GHP Investment Advisors, Inc. History Reduced 199,648 24,608 1.01% 1.03% 194 -4,200 -2.06% Q4 2025 Jan 27, 2026
Callan Family Office, LLC History Added to 198,679 24,489 0.53% 0.75% 195 +4,846 2.5% Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History Added to 197,737 24,373 3.39% 3.26% 196 +7,969 4.2% Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History Added to 195,978 24,156 0.59% 0.57% 197 +12,407 6.76% Q4 2025 Jan 29, 2026
SWMG, LLC History Added to 199,018 24,124 6.7% 6.41% 198 +24,532 14.06% Q4 2025 Feb 10, 2026
MCMORGAN & CO LLC History Reduced 194,294 23,948 3.97% 3.64% 199 -1,660 -0.85% Q4 2025 Feb 11, 2026
Scissortail Wealth Management, LLC History Added to 192,614 23,741 5.41% 5.03% 200 +1,430 0.75% Q4 2025 Jan 29, 2026
Integrated Wealth Concepts LLC History Reduced 190,861 23,525 0.28% 0.28% 201 -66,022 -25.7% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 189,930 23,410 0.13% 0.19% 203 -64,550 -25.37% Q4 2025 Feb 03, 2026
StoneX Group Inc. History Reduced 189,895 23,410 1.02% 1.15% 202 -29,301 -13.37% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 188,983 23,294 0.26% 0.26% 204 +621 0.33% Q4 2025 Feb 06, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 188,910 23,284 17.38% 18.3% 205 +2,550 1.37% Q4 2025 Feb 10, 2026
Guidance Point Advisors, LLC History Reduced 188,093 23,191 5.38% 5.59% 206 -3,944 -2.05% Q4 2025 Feb 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 187,759 23,143 0.19% 0.18% 207 +9,830 5.52% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Reduced 186,086 22,936 0.64% 0.66% 208 -4,063 -2.14% Q4 2025 Feb 05, 2026
Keystone Financial Services History Reduced 185,107 22,816 6.89% 6.99% 209 -1,847 -0.99% Q4 2025 Feb 12, 2026
Trek Financial, LLC History Added to 184,669 22,762 1.32% 1.27% 210 +8,321 4.72% Q4 2025 Feb 04, 2026
SEI INVESTMENTS CO History Reduced 184,580 22,751 0.02% 0.02% 211 -2,276 -1.22% Q4 2025 Feb 13, 2026
hemming& Wealth Management, Inc. History New 183,577 22,627 15.49% — 212 +183,577 New Q4 2025 Mar 03, 2026
Kelly Financial Services LLC History Added to 182,870 22,540 5.65% 5.62% 213 +3,075 1.71% Q4 2025 Jan 13, 2026
Sunbelt Securities, Inc. History Reduced 181,864 22,416 1.5% 1.56% 214 -5,091 -2.72% Q4 2025 Feb 20, 2026
INSTRUMENTAL WEALTH, LLC History Added to 184,715 22,293 13.37% 12.85% 215 +37,417 25.4% Q4 2025 Feb 27, 2026
UMB Bank, n.a. History Added to 178,683 22,024 0.29% 0.32% 216 +1,238 0.7% Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Reduced 178,395 21,988 1.42% 1.47% 217 -1,913 -1.06% Q4 2025 Feb 18, 2026
Adaptive Financial Consulting, LLC History Added to 175,652 21,650 8.42% 8.32% 218 +3,266 1.89% Q4 2025 Feb 11, 2026
CFS Investment Advisory Services, LLC History Added to 172,520 21,264 1.55% 1.54% 219 +2,864 1.69% Q4 2025 Feb 10, 2026
Ifrah Financial Services, Inc. History Reduced 171,601 21,151 5.43% 5.55% 220 -5,668 -3.2% Q4 2025 Jan 22, 2026
Cresset Asset Management, LLC History Added to 169,772 20,926 0.09% 0.09% 221 +1,582 0.94% Q4 2025 Feb 17, 2026
Coastline Complete Wealth LLC History New 168,513 20,770 13.08% — 222 +168,513 New Q4 2025 Feb 24, 2026
May Hill Capital, LLC History Added to 167,346 20,627 2.7% 2.56% 223 +94,945 131.14% Q4 2025 Feb 05, 2026
Focus Financial Network, Inc. History Added to 164,633 20,292 0.71% 0.71% 224 +269 0.16% Q4 2025 Jan 12, 2026
EP Wealth Advisors, LLC History New 164,192 20,238 0.11% — 225 +164,192 New Q4 2025 Feb 18, 2026
ONE Advisory Partners, LLC History Added to 163,907 20,203 6.09% 6.02% 226 +1,316 0.81% Q4 2025 Jan 12, 2026
Elevated Financial Group LLC History New 163,044 20,096 6.95% — 227 +163,044 New Q4 2025 Jan 29, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 161,575 19,915 2.34% 2.23% 228 +8,324 5.43% Q4 2025 Feb 03, 2026
Gallagher Capital Advisors, LLC History Reduced 160,301 19,758 12.77% 12.12% 229 -7,999 -4.75% Q4 2025 Feb 12, 2026
TCP Asset Management, LLC History Added to 159,531 19,663 3.31% 3.32% 230 +5,239 3.4% Q4 2025 Jan 07, 2026
BARRETT & COMPANY, INC. History Added to 157,645 19,431 6.48% 6.39% 231 +3,187 2.06% Q4 2025 Jan 28, 2026
Mesirow Financial Investment Management, Inc. History Reduced 157,579 19,423 0.4% 0.34% 232 -1,536 -0.97% Q4 2025 Feb 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 156,219 19,255 2.22% 1.79% 233 +39,224 33.53% Q4 2025 Feb 17, 2026
TABR Capital Management, LLC History New 156,114 19,242 12.84% — 234 +156,114 New Q4 2025 Jan 28, 2026
Capital Advisors, Ltd. LLC History Reduced 155,942 19,221 2.17% 2.13% 235 -126 -0.08% Q4 2025 Jan 21, 2026
Acropolis Investment Management, LLC History Reduced 155,930 19,219 0.86% 0.89% 236 -2,567 -1.62% Q4 2025 Jan 14, 2026
DT Investment Partners, LLC History No change 155,923 19,219 1.59% 1.59% 237 0 0.0% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Added to 155,694 19,190 1.15% 1.04% 238 +23,425 17.71% Q4 2025 Feb 17, 2026
Kilter Group LLC History Added to 155,447 19,160 8.46% 8.26% 239 +10,433 7.19% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Added to 155,378 19,151 0.49% 0.47% 240 +13,679 9.65% Q4 2025 Feb 17, 2026
SHERMAN PORFOLIOS, LLC History Added to 155,206 19,130 1.3% 4.49% 241 +51,098 49.08% Q4 2025 Feb 17, 2026
Prosperity Consulting Group, LLC History Added to 153,501 18,920 0.85% 0.91% 242 +495 0.32% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 152,127 18,751 0.27% 0.25% 243 +11,224 7.97% Q4 2025 Feb 17, 2026
Trust Point Inc. History No change 151,750 18,704 1.48% 1.48% 244 0 0.0% Q4 2025 Jan 13, 2026
Ironwood Financial, llc History Reduced 148,474 18,572 3.15% 3.47% 245 -13,809 -8.51% Q4 2025 Jan 15, 2026
Independent Solutions Wealth Management, LLC History Reduced 149,877 18,473 3.39% 3.76% 246 -25,653 -14.61% Q4 2025 Feb 05, 2026
BLAIR WILLIAM & CO/IL History Added to 149,238 18,395 0.05% 0.05% 247 +7,118 5.01% Q4 2025 Feb 17, 2026
Legacy Financial Group LLC History Added to 151,264 18,163 2.24% 2.37% 248 +1,251 0.83% Q4 2025 Feb 05, 2026
WealthShield Partners, LLC History Added to 147,211 18,145 2.0% 1.98% 249 +2,921 2.02% Q4 2025 Feb 03, 2026
Rodgers & Associates, LTD History Reduced 147,069 18,127 1.84% 1.87% 250 -3,249 -2.16% Q4 2025 Jan 22, 2026
Sterling Financial Planning, Inc. History Reduced 145,862 17,978 5.42% 5.64% 251 -2,237 -1.51% Q4 2025 Jan 27, 2026
Rothschild Wealth LLC History Added to 145,691 17,957 1.73% 3.51% 252 +12,228 9.16% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 144,409 17,799 0.2% 0.21% 253 -8,153 -5.34% Q4 2025 Jan 16, 2026
McNaughton Wealth Management, LLC History Added to 143,368 17,671 7.28% 7.23% 254 +1,340 0.94% Q4 2025 Jan 12, 2026
PRUDENTIAL FINANCIAL INC History Added to 142,000 17,630 0.02% 0.02% 255 +7,410 5.51% Q4 2025 Feb 13, 2026
Royal Fund Management, LLC History Added to 142,985 17,627 1.6% 1.17% 256 +61,906 76.35% Q4 2025 Jan 15, 2026
Lansing Street Advisors History Added to 142,692 17,588 4.49% 4.32% 257 +7,845 5.82% Q4 2025 Jan 26, 2026
M1 Capital Management LLC History Reduced 142,095 17,514 7.31% 7.55% 258 -2,792 -1.93% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 141,651 17,459 0.61% 0.63% 259 -1,420 -0.99% Q4 2025 Jan 13, 2026
Cypress Wealth Services, LLC History Added to 141,462 17,436 2.41% 2.65% 260 +7,606 5.68% Q4 2025 Jan 14, 2026
ASSETMARK, INC History Added to 140,650 17,336 0.04% 0.03% 261 +7,147 5.35% Q4 2025 Jan 23, 2026
Carbahal Olsen Financial Services Group, LLC History Reduced 140,367 17,301 13.28% 13.77% 262 -1,836 -1.29% Q4 2025 Feb 02, 2026
JFS WEALTH ADVISORS, LLC History Reduced 138,702 17,096 0.96% 1.04% 263 -8,683 -5.89% Q4 2025 Jan 14, 2026
FIFTH THIRD SECURITIES, INC. History Added to 136,512 16,826 1.1% 1.12% 264 +195 0.14% Q4 2025 Jan 23, 2026
Mutual Advisors, LLC History Reduced 136,417 16,814 0.36% 0.37% 265 -2,575 -1.85% Q4 2025 Feb 02, 2026
Carl P. Sherr & Co., LLC History Reduced 130,478 16,164 7.21% 7.93% 266 -8,144 -5.87% Q4 2025 Feb 09, 2026
Argent Trust Co History Added to 130,223 16,051 0.55% 0.54% 267 +3,401 2.68% Q4 2025 Feb 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History New 128,691 15,862 0.11% — 268 +128,691 New Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 128,483 15,836 0.09% 0.11% 269 -21,681 -14.44% Q4 2025 Feb 10, 2026
Planned Solutions, Inc. History Added to 127,788 15,751 5.05% 4.68% 270 +15,103 13.4% Q4 2025 Jan 28, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 127,392 15,702 0.97% 0.95% 271 +4,255 3.46% Q4 2025 Feb 12, 2026
American Wealth Advisors, LLC History Reduced 126,973 15,650 15.37% 15.31% 272 -1,248 -0.97% Q4 2025 Jan 26, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 125,127 15,624 0.73% 0.03% 273 +120,781 2779.13% Q4 2025 Feb 03, 2026
Invst, LLC History Reduced 125,381 15,454 1.68% 1.88% 274 -11,801 -8.6% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 124,983 15,405 0.0% 0.0% 275 +26,797 27.29% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 123,934 15,276 0.02% 0.02% 276 +3,541 2.94% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Added to 122,792 15,204 1.29% 1.35% 277 +397 0.32% Q4 2025 Jan 20, 2026
Perkins Coie Trust Co History Reduced 122,556 15,106 2.81% 2.81% 278 -1,153 -0.93% Q4 2025 Jan 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 120,763 14,885 0.01% 0.0% 279 +57,700 91.5% Q4 2025 Feb 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 119,788 14,765 0.19% 0.19% 280 +703 0.59% Q4 2025 Feb 10, 2026
Mayflower Financial Advisors, LLC History Added to 119,499 14,729 1.78% 1.78% 281 +1,971 1.68% Q4 2025 Jan 13, 2026
BANK HAPOALIM BM History No change 119,500 14,727 1.28% 1.77% 282 0 0.0% Q4 2025 Feb 17, 2026
W ADVISORS, LLC History Added to 118,827 14,646 7.37% 7.55% 283 +109 0.09% Q4 2025 Feb 13, 2026
Willis Johnson & Associates, Inc. History Reduced 118,247 14,575 0.9% 0.92% 284 -4,524 -3.68% Q4 2025 Jan 22, 2026
Blue Zone Wealth Advisors, LLC History Added to 117,523 14,485 2.77% 2.75% 285 +3,222 2.82% Q4 2025 Jan 21, 2026
UNITED BANK History No change 117,429 14,474 1.91% 1.69% 286 0 0.0% Q4 2025 Feb 13, 2026
Arvest Bank Trust Division History Added to 117,225 14,449 0.78% 0.07% 287 +106,902 1035.57% Q4 2025 Feb 09, 2026
Turtle Creek Wealth Advisors, LLC History Added to 116,754 14,391 1.13% 1.23% 288 +2,524 2.21% Q4 2025 Jan 28, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 115,822 14,276 0.93% 0.97% 289 -284 -0.24% Q4 2025 Feb 05, 2026
Composition Wealth, LLC History Reduced 115,586 14,247 0.2% 0.21% 290 -801 -0.69% Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History Added to 115,463 14,231 0.44% 0.37% 291 +22,070 23.63% Q4 2025 Feb 12, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 115,390 14,222 0.39% 0.4% 292 -119 -0.1% Q4 2025 Feb 03, 2026
Keebeck Wealth Management History Added to 114,708 14,138 1.63% 1.61% 293 +1,763 1.56% Q4 2025 Feb 17, 2026
Midwest Financial Group LLC History Added to 113,758 14,021 6.19% 6.53% 294 +214 0.19% Q4 2025 Jan 20, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 113,208 13,954 3.14% 3.24% 295 -942 -0.83% Q4 2025 Jan 12, 2026
CX Institutional History Added to 112,863 13,911 0.41% 0.4% 296 +3,312 3.02% Q4 2025 Feb 02, 2026
Bay Harbor Wealth Management, LLC History Added to 112,578 13,876 3.63% 3.51% 297 +5,064 4.71% Q4 2025 Feb 02, 2026
Centerpoint Advisors, LLC History Reduced 112,008 13,806 4.25% 4.29% 298 -2,496 -2.18% Q4 2025 Feb 13, 2026
Signature Wealth Management Partners, LLC History Added to 111,954 13,799 6.82% 6.57% 299 +8,022 7.72% Q4 2025 Feb 02, 2026
Traynor Capital Management, Inc. History Added to 111,813 13,782 0.74% 0.75% 300 +3,007 2.76% Q4 2025 Jan 12, 2026
TRUE Private Wealth Advisors History Added to 111,204 13,707 1.37% 1.33% 301 +3,431 3.18% Q4 2025 Feb 13, 2026
Clear Creek Financial Management, LLC History Added to 109,758 13,519 1.1% 1.1% 302 +4,141 3.92% Q4 2025 Jan 23, 2026
YHB Investment Advisors, Inc. History Added to 108,263 13,344 0.92% 0.95% 303 +113 0.1% Q4 2025 Jan 16, 2026
Wealthspire Advisors, LLC History Reduced 107,166 13,209 0.11% 0.18% 304 -171,050 -61.48% Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 107,103 13,202 0.1% — 305 +107,103 New Q4 2025 Feb 18, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 106,824 13,167 0.43% 0.44% 306 -729 -0.68% Q4 2025 Feb 13, 2026
NICOLET BANKSHARES INC History Reduced 106,070 13,074 2.1% 2.09% 307 -1,515 -1.41% Q4 2025 Feb 09, 2026
Apella Capital, LLC History Reduced 105,220 12,969 0.26% 0.28% 308 -1,322 -1.24% Q4 2025 Jan 21, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 104,741 12,965 6.9% 6.99% 309 -4,280 -3.93% Q4 2025 Jan 06, 2026
EHRLICH FINANCIAL GROUP History Added to 104,870 12,926 7.36% 7.07% 310 +6,133 6.21% Q4 2025 Jan 06, 2026
WCG Wealth Advisors LLC History Reduced 104,589 12,892 0.36% 0.9% 311 -14,339 -12.06% Q4 2025 Feb 10, 2026
Ancora Advisors LLC History Added to 104,171 12,840 0.26% 0.23% 312 +9,200 9.69% Q4 2025 Feb 17, 2026
PACIFIC FINANCIAL GROUP INC History Added to 102,978 12,692 7.05% 8.5% 313 +7,897 8.31% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Reduced 102,847 12,676 0.23% 0.25% 314 -649 -0.63% Q4 2025 Jan 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 100,798 12,424 0.07% 0.05% 315 +33,927 50.73% Q4 2025 Feb 11, 2026
HANCOCK WHITNEY CORP History Added to 100,319 12,365 0.22% 0.21% 316 +3,057 3.14% Q4 2025 Feb 17, 2026
Pallas Capital Advisors LLC History Reduced 99,445 12,257 0.4% 0.44% 317 -363 -0.36% Q4 2025 Jan 14, 2026
Forthright Family Wealth Advisory LLC History Added to 99,072 12,211 7.67% 7.22% 318 +1,740 1.79% Q4 2025 Feb 23, 2026
Horizon Family Wealth, Inc. History Reduced 99,016 12,204 6.5% 7.05% 319 -2,565 -2.53% Q4 2025 Feb 09, 2026
Financial Perspectives, Inc History Added to 98,702 12,166 3.28% 3.19% 320 +3,398 3.57% Q4 2025 Jan 28, 2026
First Financial Bank - Trust Division History Added to 98,310 12,117 1.0% 1.01% 321 +495 0.51% Q4 2025 Jan 02, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 97,573 12,026 0.2% 0.21% 322 -2,048 -2.06% Q4 2025 Jan 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 95,398 11,759 0.23% 0.23% 323 -895 -0.93% Q4 2025 Feb 12, 2026
Howard Capital Management Inc. History Reduced 95,279 11,744 0.15% 0.16% 324 -2,111 -2.17% Q4 2025 Jan 23, 2026
Quadrant Private Wealth Management, LLC History Added to 94,451 11,642 1.91% 1.92% 325 +7,552 8.69% Q4 2025 Jan 26, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 93,896 11,573 0.03% 0.03% 326 -165 -0.18% Q4 2025 Feb 11, 2026
Geneos Wealth Management Inc. History Reduced 93,746 11,555 0.28% 0.29% 327 -2,288 -2.38% Q4 2025 Jan 28, 2026
HARBOUR INVESTMENTS, INC. History Added to 93,574 11,533 0.23% 0.25% 328 +2,841 3.13% Q4 2025 Feb 09, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 93,303 11,500 0.66% 0.64% 329 +29,354 45.9% Q4 2025 Feb 09, 2026
Wescott Financial Advisory Group, LLC History Added to 93,077 11,472 1.0% 0.95% 330 +5,409 6.17% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 92,711 11,427 0.16% 0.13% 331 +1,513 1.66% Q4 2025 Feb 02, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 91,581 11,288 0.15% 0.14% 332 +5,673 6.6% Q4 2025 Feb 09, 2026
BKM Wealth Management, LLC History Reduced 91,520 11,280 4.12% 4.23% 333 -3,447 -3.63% Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 91,431 11,269 9.77% — 334 +91,431 New Q4 2025 Feb 10, 2026
Parallel Advisors, LLC History Reduced 91,180 11,238 0.21% 0.21% 335 -3,173 -3.36% Q4 2025 Feb 11, 2026
TSA Wealth Managment LLC History Reduced 91,162 11,236 3.72% 3.83% 336 -1,970 -2.12% Q4 2025 Jan 22, 2026
Avid Wealth Partners LLC History Reduced 90,134 11,109 5.43% 7.28% 337 -31,142 -25.68% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Added to 89,658 11,051 0.13% 0.13% 338 +2,415 2.77% Q4 2025 Jan 21, 2026
Broadview Financial Management, LLC History Reduced 88,953 10,964 7.34% 7.25% 339 -55 -0.06% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Reduced 88,825 10,948 0.41% 0.77% 340 -8,714 -8.93% Q4 2025 Feb 04, 2026
ASSOCIATED BANC-CORP History Reduced 88,264 10,879 0.28% 0.31% 341 -8,174 -8.48% Q4 2025 Feb 06, 2026
Net Worth Advisory Group History Added to 88,025 10,849 2.19% 0.35% 342 +78,076 784.76% Q4 2025 Jan 14, 2026
North Berkeley Wealth Management, LLC History Reduced 87,819 10,824 6.38% 8.72% 343 -3,745 -4.09% Q4 2025 Feb 10, 2026
IFG Advisory, LLC History Reduced 87,670 10,806 0.47% 0.49% 344 -770 -0.87% Q4 2025 Feb 10, 2026
PEOPLES BANK /OH History Reduced 87,282 10,758 6.67% 6.57% 345 -1,355 -1.53% Q4 2025 Jan 29, 2026
CIBC Private Wealth Group LLC History Added to 87,141 10,741 0.02% 0.02% 346 +8,197 10.38% Q4 2025 Feb 12, 2026
Lee-Kelleher Wealth Management History Reduced 86,836 10,703 6.39% 6.99% 347 -7,209 -7.67% Q4 2025 Jan 14, 2026
Wellspring Financial Advisors, LLC History Reduced 86,513 10,666 0.84% 0.97% 348 -1,085 -1.24% Q4 2025 Feb 11, 2026
Investment Advisory Group, LLC History Added to 85,923 10,590 2.72% 2.72% 349 +2,964 3.57% Q4 2025 Jan 23, 2026
EPG Wealth Management LLC History Added to 85,749 10,569 2.84% 2.84% 350 +328 0.38% Q4 2025 Jan 28, 2026
ELEMENT POINTE ADVISORS, LLC History No change 85,699 10,563 2.04% 2.2% 351 0 0.0% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 83,950 10,347 0.01% 0.02% 352 -157,450 -65.22% Q4 2025 Mar 20, 2026
SigFig Wealth Management, LLC History Added to 82,850 10,212 0.3% 0.3% 353 +2,015 2.49% Q4 2025 Jan 16, 2026
Tilson Financial Group, Inc. History Reduced 81,773 10,079 3.1% 3.28% 354 -934 -1.13% Q4 2025 Feb 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 81,596 10,057 0.2% 0.2% 355 +2,598 3.29% Q4 2025 Feb 06, 2026
D.A. DAVIDSON & CO. History Reduced 81,112 9,997 0.06% 0.07% 356 -3,530 -4.17% Q4 2025 Jan 29, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 80,746 9,952 0.75% 0.77% 357 -2,695 -3.23% Q4 2025 Feb 05, 2026
MidFirst Bank History New 80,482 9,920 0.79% — 359 +80,482 New Q4 2025 Feb 25, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 80,482 9,920 0.31% 0.31% 358 +1,044 1.31% Q4 2025 Jan 30, 2026
Alpine Bank Wealth Management History No change 80,475 9,919 1.4% 1.37% 360 0 0.0% Q4 2025 Jan 15, 2026
CONNING INC. History Added to 80,100 9,873 0.33% 0.3% 361 +5,330 7.13% Q4 2025 Feb 05, 2026
Canal Capital Management, LLC History Added to 80,063 9,868 1.4% 0.07% 362 +75,969 1855.62% Q4 2025 Jan 06, 2026
Hobbs Wealth Management, LLC History Reduced 79,968 9,856 9.6% 8.19% 363 -906 -1.12% Q4 2025 Jan 29, 2026
Asset Management One Co., Ltd. History Reduced 79,000 9,825 0.03% 0.04% 364 -31,500 -28.51% Q4 2025 Jan 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 79,687 9,822 0.22% 0.24% 365 -2,489 -3.03% Q4 2025 Jan 27, 2026
Gen-Wealth Partners Inc History Added to 78,703 9,700 3.11% 2.92% 366 +7,107 9.93% Q4 2025 Feb 13, 2026
Polaris Investment Advisors, LLC History New 78,314 9,653 6.98% — 367 +78,314 New Q4 2025 Jan 15, 2026
Koss-Olinger Consulting, LLC History Reduced 77,560 9,560 0.74% 1.07% 368 -40,645 -34.39% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 77,525 9,555 0.0% 0.0% 369 +1,189 1.56% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Reduced 76,838 9,548 1.94% 2.96% 370 -32,060 -29.44% Q4 2025 Feb 03, 2026
GC Wealth Management RIA, LLC History Reduced 77,176 9,512 0.35% 0.32% 371 -2,400 -3.02% Q4 2025 Jan 30, 2026
CENTAURUS FINANCIAL, INC. History Reduced 77,068 9,499 0.43% 0.46% 372 -3,245 -4.04% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Reduced 76,972 9,487 0.4% 0.67% 373 -90,524 -54.05% Q4 2025 Feb 17, 2026
ARVEST INVESTMENTS, INC. History New 76,955 9,485 1.33% — 374 +76,955 New Q4 2025 Jan 20, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 77,369 9,481 2.76% 2.67% 375 +12,688 19.62% Q4 2025 Feb 10, 2026
Maia Wealth LLC History Reduced 79,182 9,461 1.61% 1.95% 376 -13,826 -14.87% Q4 2025 Feb 17, 2026
Daviman Financial, LLC History New 76,654 9,448 5.54% — 377 +76,654 New Q4 2025 Feb 06, 2026
Cosner Financial Group, LLC History Added to 75,574 9,315 4.75% 9.22% 378 +4,005 5.6% Q4 2025 Jan 30, 2026
SAPIENT CAPITAL LLC History Added to 74,405 9,238 0.13% 0.12% 379 +7,866 11.82% Q4 2025 Feb 05, 2026
True Vision MN LLC History Added to 74,866 9,227 4.69% 4.7% 380 +111 0.15% Q4 2025 Jan 14, 2026
Vestmark Advisory Solutions, Inc. History Reduced 74,788 9,218 0.12% 0.63% 381 -198,593 -72.64% Q4 2025 Feb 06, 2026
LiftPoint Family Wealth Advisors LLC History New 74,348 9,164 7.82% — 382 +74,348 New Q4 2025 Feb 13, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 74,034 9,125 0.65% 0.78% 383 -22,644 -23.42% Q4 2025 Jan 14, 2026
Three Seasons Wealth, LLC History Added to 73,998 9,120 0.87% 0.1% 384 +65,991 824.17% Q4 2025 Jan 15, 2026
Ellis Investment Partners, LLC History Reduced 73,950 9,115 1.59% 1.61% 385 -82 -0.11% Q4 2025 Feb 02, 2026
B. Riley Wealth Advisors, Inc. History Added to 73,940 9,113 0.42% 0.4% 386 +2,919 4.11% Q4 2025 Feb 17, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 72,595 8,948 2.22% 2.16% 387 +2,900 4.16% Q4 2025 Jan 27, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 72,507 8,937 2.56% 2.64% 388 +1,669 2.36% Q4 2025 Feb 11, 2026
Retirement Planning Group, LLC History Reduced 71,675 8,834 0.29% 0.31% 389 -2,887 -3.87% Q4 2025 Feb 03, 2026
Ausdal Financial Partners, Inc. History Added to 71,616 8,827 0.41% 0.4% 390 +3,728 5.49% Q4 2025 Feb 13, 2026
PKS Advisory Services, LLC History Reduced 71,394 8,800 2.01% 1.87% 391 -2,813 -3.79% Q4 2025 Feb 02, 2026
Advyzon Investment Management, LLC History Added to 71,205 8,776 1.02% 0.24% 392 +59,682 517.94% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 71,000 8,751 0.0% 0.0% 393 -23,743 -25.06% Q4 2025 Feb 12, 2026
CROBAN History Added to 70,984 8,749 4.22% 3.37% 394 +29,031 69.2% Q4 2025 Feb 13, 2026
Summit Investment Advisory Services, LLC History Reduced 69,830 8,607 3.25% 3.37% 395 -263 -0.38% Q4 2025 Feb 04, 2026
SONATA CAPITAL GROUP INC History Reduced 69,403 8,554 3.09% 3.2% 396 -2,367 -3.3% Q4 2025 Jan 26, 2026
Integrated Advisors Network LLC History Reduced 68,884 8,490 0.38% 0.4% 397 -10,013 -12.69% Q4 2025 Feb 17, 2026
Soltis Investment Advisors LLC History Reduced 68,872 8,489 0.56% 0.57% 398 -4 -0.01% Q4 2025 Apr 02, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 68,600 8,461 1.34% 1.39% 399 -925 -1.33% Q4 2025 Jan 08, 2026
Spectrum Planning & Advisory Services Inc. History Added to 67,919 8,371 4.31% 4.27% 400 +5,289 8.44% Q4 2025 Feb 10, 2026
Avestar Capital, LLC History Reduced 67,847 8,362 0.54% 0.56% 401 -2,390 -3.4% Q4 2025 Feb 10, 2026
Charter Oak Capital Management, LLC History Reduced 67,459 8,314 0.63% 0.66% 402 -2,399 -3.43% Q4 2025 Jan 23, 2026
CAPITAL ADVISORS INC/OK History Reduced 66,898 8,245 0.13% 0.14% 403 -4,249 -5.97% Q4 2025 Jan 15, 2026
CITADEL ADVISORS LLC History Reduced 66,800 8,233 0.0% 0.0% 404 -27,099 -28.86% Q4 2025 Feb 17, 2026
Higgins & Schmidt Wealth Strategies LLC History Reduced 66,771 8,230 3.9% 4.28% 405 -3,493 -4.97% Q4 2025 Jan 29, 2026
WealthPLAN Partners, LLC History Added to 66,096 8,146 1.22% 1.17% 406 +1,636 2.54% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History Added to 66,076 8,144 0.49% 0.41% 407 +6,959 11.77% Q4 2025 Jan 30, 2026
ATLANTIC FAMILY WEALTH, LLC History Added to 66,001 8,135 6.14% 5.99% 408 +1,770 2.76% Q4 2025 Feb 12, 2026
Portfolio Resources Advisor Group, Inc. History New 65,976 8,132 8.13% — 409 +65,976 New Q4 2025 Feb 13, 2026
BETO FINANCIAL GROUP, LLC History New 65,366 8,123 5.48% — 410 +65,366 New Q4 2025 Feb 10, 2026
Robertson Stephens Wealth Management, LLC History Reduced 65,885 8,121 0.21% 0.25% 411 -1,487 -2.21% Q4 2025 Feb 02, 2026
CORE WEALTH ADVISORS, LLC History New 65,412 8,062 6.35% — 412 +65,412 New Q4 2025 Feb 10, 2026
Next Capital Management LLC History Added to 65,367 8,057 2.58% 2.04% 413 +14,819 29.32% Q4 2025 Feb 11, 2026
SGL Investment Advisors, Inc. History Added to 67,717 8,008 3.2% 3.04% 414 +9,451 16.22% Q4 2025 Feb 06, 2026
AlTi Global, Inc. History Reduced 64,942 8,004 0.17% 0.18% 415 -101 -0.16% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 64,586 7,960 0.19% 0.24% 416 -8,021 -11.05% Q4 2025 Feb 17, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 64,585 7,960 3.39% 3.48% 417 +242 0.38% Q4 2025 Feb 18, 2026
Bleakley Financial Group, LLC History Reduced 64,561 7,957 0.14% 0.18% 418 -150 -0.23% Q4 2025 Feb 09, 2026
NorthRock Partners, LLC History Added to 64,154 7,907 0.13% 0.13% 419 +3,793 6.28% Q4 2025 Feb 17, 2026
CURTIS WEALTH MANAGEMENT LLC History New 63,032 7,835 6.82% — 420 +63,032 New Q4 2025 Feb 11, 2026
Frontier Asset Management, LLC History Reduced 62,662 7,723 1.79% 1.9% 421 -500 -0.79% Q4 2025 Feb 04, 2026
Private Wealth Advisors, LLC History Reduced 62,589 7,714 2.46% 2.56% 422 -396 -0.63% Q4 2025 Feb 06, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 62,168 7,662 2.03% 2.07% 423 +4,490 7.78% Q4 2025 Jan 12, 2026
Capital Investment Advisory Services, LLC History Reduced 62,155 7,661 0.54% 0.6% 424 -741 -1.18% Q4 2025 Jan 21, 2026
GLENMEDE TRUST CO NA History New 62,029 7,645 0.04% — 425 +62,029 New Q4 2025 Feb 17, 2026
Sterling Group Wealth Management, LLC History Reduced 62,013 7,643 3.7% 3.89% 426 -3,109 -4.77% Q4 2025 Jan 27, 2026
Embree Financial Group History Added to 61,699 7,605 0.93% 0.62% 427 +23,416 61.17% Q4 2025 Jan 14, 2026
Belpointe Asset Management LLC History Reduced 61,496 7,580 0.27% 0.29% 428 -961 -1.54% Q4 2025 Jan 27, 2026
Diversify Advisory Services, LLC History Added to 61,114 7,573 0.24% 0.25% 429 +664 1.1% Q4 2025 Jan 23, 2026
Gryphon Financial Partners LLC History Reduced 61,324 7,558 0.81% 0.85% 430 -562 -0.91% Q4 2025 Jan 08, 2026
FIRST FOUNDATION ADVISORS History Added to 61,316 7,557 0.28% 0.25% 431 +4,827 8.55% Q4 2025 Feb 04, 2026
Tradition Wealth Management, LLC History Added to 61,239 7,548 0.54% 0.55% 432 +148 0.24% Q4 2025 Feb 11, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 61,207 7,544 2.82% 3.04% 433 -2,721 -4.26% Q4 2025 Jan 08, 2026
VESTOR CAPITAL, LLC History Reduced 4,646 7,539 0.52% 0.5% 434 -60,142 -92.83% Q4 2025 Feb 11, 2026
Summit Financial Consulting LLC History Added to 60,751 7,488 5.44% 5.35% 435 +5,199 9.36% Q4 2025 Jan 23, 2026
BTC Capital Management, Inc. History Added to 60,650 7,475 0.52% 0.45% 436 +6,930 12.9% Q4 2025 Jan 15, 2026
Heritage Wealth Advisors History Added to 60,466 7,453 0.28% 0.32% 437 +16 0.03% Q4 2025 Feb 13, 2026
Lantz Financial LLC History Added to 60,274 7,429 1.57% 1.53% 438 +3,123 5.46% Q4 2025 Jan 14, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Reduced 59,749 7,364 0.47% 0.53% 439 -3,049 -4.86% Q4 2025 Feb 04, 2026
Prospera Financial Services Inc History Added to 59,531 7,341 0.12% 0.12% 440 +2,401 4.2% Q4 2025 Feb 09, 2026
SeaBridge Investment Advisors LLC History No change 59,127 7,287 1.2% 1.16% 441 0 0.0% Q4 2025 Jan 26, 2026
Mosley Wealth Management History New 59,700 7,283 3.33% — 442 +59,700 New Q4 2025 Feb 12, 2026
Focus Partners Advisor Solutions, LLC History Added to 59,028 7,275 0.09% 0.06% 443 +16,616 39.18% Q4 2025 Feb 11, 2026
Cranbrook Wealth Management, LLC History Reduced 58,795 7,247 1.43% 1.44% 444 -543 -0.92% Q4 2025 Jan 28, 2026
Camarda Financial Advisors, LLC History Reduced 58,323 7,188 2.74% 2.91% 445 -6,967 -10.67% Q4 2025 Feb 17, 2026
Sharp Wealth Advisory, LLC History Added to 58,177 7,170 3.61% 3.63% 446 +2,830 5.11% Q4 2025 Jan 16, 2026
Kraft, Davis & Associates, LLC History Reduced 57,320 7,155 1.6% 1.77% 447 -2,454 -4.11% Q4 2025 Jan 14, 2026
Transcendent Capital Group LLC History Reduced 57,719 7,114 3.22% 3.17% 448 -954 -1.63% Q4 2025 Jan 26, 2026
Ascent Wealth Partners, LLC History Reduced 57,626 7,102 0.82% 0.82% 449 -1,141 -1.94% Q4 2025 Feb 02, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 57,582 7,097 0.44% 0.48% 450 +2,763 5.04% Q4 2025 Feb 11, 2026
Gateway Wealth Partners, LLC History Added to 57,305 7,063 0.79% 0.88% 451 +3,279 6.07% Q4 2025 Feb 11, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 57,292 7,061 0.84% 0.78% 452 +6,578 12.97% Q4 2025 Jan 26, 2026
OpenArc Corporate Advisory, LLC History New 57,277 7,059 0.12% — 453 +57,277 New Q4 2025 Feb 13, 2026
Compton Wealth Advisory Group, LLC History No change 56,945 7,019 1.53% 1.59% 454 0 0.0% Q4 2025 Jan 13, 2026
Shared Vision Wealth Group LLC History Reduced 56,410 7,012 2.84% 2.89% 455 -196 -0.35% Q4 2025 Feb 11, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 56,567 6,972 2.19% 0.69% 456 +32,800 138.01% Q4 2025 Feb 02, 2026
Mill Creek Capital Advisors, LLC History Reduced 56,331 6,943 0.14% 0.14% 457 -645 -1.13% Q4 2025 Feb 13, 2026
Goelzer Investment Management, Inc. History Added to 56,037 6,907 0.32% 0.35% 458 +1,844 3.4% Q4 2025 Jan 14, 2026
Narwhal Capital Management History No change 56,000 6,902 0.5% 0.5% 459 0 0.0% Q4 2025 Jan 30, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 55,632 6,857 0.48% 0.5% 460 -1,137 -2.0% Q4 2025 Jan 07, 2026
COMMERCE BANK History Added to 55,583 6,851 0.04% 0.03% 461 +5,349 10.65% Q4 2025 Feb 13, 2026
Gotham Asset Management, LLC History No change 55,244 6,809 0.02% 0.03% 462 0 0.0% Q4 2025 Feb 17, 2026
KICKSTAND VENTURES, LLC. History Added to 55,091 6,790 1.43% 1.39% 463 +2,849 5.45% Q4 2025 Jan 29, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 54,107 6,756 6.27% — 464 +54,107 New Q4 2025 Feb 18, 2026
Evercore Wealth Management, LLC History Reduced 54,595 6,729 0.1% 0.1% 465 -415 -0.75% Q4 2025 Feb 17, 2026
RKL Wealth Management LLC History Reduced 54,537 6,722 0.55% 0.58% 466 -1,659 -2.95% Q4 2025 Feb 12, 2026
Asset One Wealth Management LLC History New 53,547 6,654 0.91% — 467 +53,547 New Q4 2025 Feb 17, 2026
GAMCO INVESTORS, INC. ET AL History No change 53,778 6,628 0.06% 0.06% 468 0 0.0% Q4 2025 Feb 05, 2026
INVESTMENT PARTNERS, LTD. History Added to 53,750 6,625 2.32% 2.28% 469 +2 0.0% Q4 2025 Feb 10, 2026
Itau Unibanco Holding S.A. History New 53,410 6,583 0.16% — 470 +53,410 New Q4 2025 Feb 13, 2026
RIK SAYLOR FINANCIAL, INC. History Added to 53,327 6,573 4.82% 4.67% 471 +402 0.76% Q4 2025 Feb 12, 2026
MSH Capital Advisors LLC History Added to 53,263 6,565 1.4% 1.7% 472 +691 1.31% Q4 2025 Feb 09, 2026
Centurion Wealth Management LLC History Added to 53,111 6,546 1.43% 1.45% 473 +204 0.39% Q4 2025 Jan 14, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 52,877 6,517 0.92% 1.01% 474 -2,237 -4.06% Q4 2025 Feb 13, 2026
Barnes Wealth Management Group, Inc History Reduced 52,821 6,510 3.48% 3.61% 475 -1,426 -2.63% Q4 2025 Feb 24, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 52,668 6,492 1.56% 1.59% 476 -1,492 -2.75% Q4 2025 Jan 29, 2026
Laurel Wealth Planning LLC History Reduced 52,558 6,478 3.59% 3.67% 477 -4,917 -8.56% Q4 2025 Jan 23, 2026
Strategic Blueprint, LLC History Reduced 52,544 6,476 0.38% 0.33% 478 -10,955 -17.25% Q4 2025 Jan 30, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 51,940 6,402 1.86% 1.97% 479 +2,401 4.85% Q4 2025 Feb 11, 2026
Gallacher Capital Management LLC History Added to 51,554 6,354 2.46% 2.44% 480 +357 0.7% Q4 2025 Feb 03, 2026
Midwest Trust Co History Reduced 51,537 6,352 0.08% 0.08% 481 -144 -0.28% Q4 2025 Feb 04, 2026
Rollins Financial Advisors, LLC History Reduced 51,169 6,307 0.93% 1.0% 482 -3,665 -6.68% Q4 2025 Feb 04, 2026
FORMULATE FINANCIAL LLC History Added to 51,133 6,302 7.39% 7.1% 483 +3,696 7.79% Q4 2025 Feb 11, 2026
Aptus Capital Advisors, LLC History Added to 50,910 6,275 0.04% 0.04% 484 +1,300 2.62% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 50,112 6,176 0.39% 0.42% 486 -3,035 -5.71% Q4 2025 Jan 23, 2026
Bryn Mawr Trust Advisors, LLC History Added to 50,113 6,176 0.3% 0.3% 485 +813 1.65% Q4 2025 Feb 04, 2026
St. Clair Advisors, LLC History Added to 50,050 6,169 1.59% 1.6% 487 +4 0.01% Q4 2025 Jan 20, 2026
Jackson Hole Capital Partners, LLC History Added to 49,942 6,155 1.05% 1.01% 488 +811 1.65% Q4 2025 Jan 30, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 49,890 6,149 0.3% 0.31% 489 -100 -0.2% Q4 2025 Feb 11, 2026
Quotient Wealth Partners, LLC History Reduced 49,876 6,147 0.16% 0.17% 490 -582 -1.15% Q4 2025 Jan 22, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 49,336 6,125 0.41% 0.12% 491 +36,033 270.86% Q4 2025 Jan 15, 2026
Peterson Wealth Advisors, LLC History Reduced 49,443 6,094 0.81% 0.91% 492 -637 -1.27% Q4 2025 Jan 09, 2026
NTV ASSET MANAGEMENT LLC History Reduced 49,396 6,088 0.64% 0.66% 493 -810 -1.61% Q4 2025 Jan 20, 2026
FLAGSTAR ADVISORS INC History Added to 49,354 6,083 2.04% 1.75% 494 +2,045 4.32% Q4 2025 Jan 13, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 48,889 6,026 0.57% 0.54% 495 +2,868 6.23% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Reduced 48,281 5,951 0.26% 0.49% 496 -41,150 -46.01% Q4 2025 Jan 29, 2026
Stordahl Capital Management, Inc. History Reduced 48,136 5,933 1.22% 1.24% 497 -719 -1.47% Q4 2025 Jan 27, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 48,045 5,922 0.66% 0.53% 498 +9,992 26.26% Q4 2025 Jan 08, 2026
United Bank History Reduced 47,602 5,867 1.99% 2.11% 499 -2,582 -5.15% Q4 2025 Feb 05, 2026
Smartleaf Asset Management LLC History Added to 46,735 5,802 0.22% 0.13% 500 +29,637 173.34% Q4 2025 Feb 13, 2026
Hoxton Planning & Management, LLC History Reduced 47,008 5,794 1.73% 1.83% 501 -84 -0.18% Q4 2025 Feb 11, 2026
A4 Wealth Advisors LLC History Added to 46,791 5,767 4.99% 2.78% 502 +19,484 71.35% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Added to 46,780 5,766 0.21% 0.21% 503 +457 0.99% Q4 2025 Jan 21, 2026
Yanni & Associates Investment Advisors, LLC History New 46,496 5,731 5.73% — 504 +46,496 New Q4 2025 Feb 06, 2026
J. Mark Nickell & Co. History New 45,928 5,661 5.23% — 505 +45,928 New Q4 2025 Feb 13, 2026
Kapstone Financial Advisors LLC History Added to 45,327 5,587 2.78% 2.52% 506 +1,024 2.31% Q4 2025 Feb 05, 2026
Resolute Wealth Strategies, LLC History Added to 45,088 5,557 2.44% 2.49% 507 +18 0.04% Q4 2025 Feb 06, 2026
Davis Wealth Advisors, LLC History New 44,994 5,545 4.61% — 508 +44,994 New Q4 2025 Feb 17, 2026
PFG Advisors History Added to 44,885 5,532 0.27% 0.18% 509 +8,462 23.23% Q4 2025 Jan 27, 2026
WATERS PARKERSON & CO., LLC History No change 44,750 5,515 0.27% 0.26% 510 0 0.0% Q4 2025 Feb 12, 2026
Diversified Trust Co History Added to 44,584 5,495 0.1% 0.1% 511 +2,004 4.71% Q4 2025 Jan 09, 2026
Thomasville National Bank History Reduced 44,478 5,482 0.34% 0.34% 512 -298 -0.67% Q4 2025 Jan 26, 2026
R. W. Roge & Company, Inc. History Reduced 44,326 5,463 2.7% 2.78% 513 -594 -1.32% Q4 2025 Jan 23, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 44,258 5,455 0.07% 0.07% 514 +770 1.77% Q4 2025 Jan 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 44,079 5,433 0.29% 0.31% 515 +2,863 6.95% Q4 2025 Jan 26, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 43,847 5,404 0.3% 0.28% 516 +3,533 8.76% Q4 2025 Feb 13, 2026
Winthrop Advisory Group LLC History Reduced 43,774 5,395 0.46% 0.47% 517 -627 -1.41% Q4 2025 Jan 21, 2026
FFG RETIREMENT ADVISORS LLC History Added to 43,287 5,335 3.31% 3.18% 518 +782 1.84% Q4 2025 Jan 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 43,241 5,329 0.07% 0.07% 519 -3,405 -7.3% Q4 2025 Feb 10, 2026
Keenan, LLC History New 42,978 5,297 4.66% — 520 +42,978 New Q4 2025 Mar 04, 2026
Calamos Advisors LLC History Added to 42,690 5,261 0.02% 0.02% 521 +815 1.95% Q4 2025 Jan 29, 2026
Guardian Wealth Advisors, LLC History Reduced 42,665 5,258 2.97% 3.23% 522 -4,517 -9.57% Q4 2025 Feb 02, 2026
THEORY FINANCIAL LLC History Added to 42,237 5,250 1.77% 1.77% 523 +887 2.15% Q4 2025 Feb 10, 2026
Retirement Wealth Solutions LLC History Added to 42,432 5,230 3.31% 3.18% 524 +2,334 5.82% Q4 2025 Jan 07, 2026
Sovereign Investment Advisors, LLC History New 42,316 5,215 1.3% — 525 +42,316 New Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Reduced 42,220 5,204 0.13% 0.13% 526 -1,710 -3.89% Q4 2025 Feb 17, 2026
GeoWealth Management, LLC History Reduced 42,097 5,189 0.19% 0.3% 527 -25,047 -37.3% Q4 2025 Feb 17, 2026
WEALTHSPAN PARTNERS, LLC History Reduced 42,048 5,182 1.88% 1.94% 528 -83 -0.2% Q4 2025 Jan 27, 2026
Concorde Asset Management, LLC History Added to 41,976 5,174 2.07% 2.04% 529 +1,802 4.49% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 41,924 5,167 0.25% 0.18% 530 +17,546 71.97% Q4 2025 Jan 28, 2026
Cornerstone Planning Group LLC History Added to 41,071 5,158 0.8% 0.76% 531 +2,975 7.81% Q4 2025 Feb 02, 2026
Meridian Wealth Advisors, LLC History Added to 41,804 5,152 0.71% 0.72% 532 +57 0.14% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Reduced 41,794 5,151 0.19% 0.21% 533 -3,661 -8.05% Q4 2025 Feb 02, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 41,369 5,099 0.38% 0.37% 534 +4,451 12.06% Q4 2025 Jan 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 41,345 5,096 0.25% 0.05% 535 +35,436 599.7% Q4 2025 Feb 12, 2026
Asset Management Group, Inc. History Reduced 41,288 5,089 0.82% 0.83% 536 -613 -1.46% Q4 2025 Feb 17, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 41,201 5,078 1.78% 1.85% 537 -1,199 -2.83% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 40,919 5,043 0.06% 0.04% 538 +8,444 26.0% Q4 2025 Feb 02, 2026
NWAM LLC History Reduced 40,511 5,035 0.28% 0.37% 539 -15,372 -27.51% Q4 2025 Feb 04, 2026
Faithward Advisors, LLC History Added to 40,665 5,012 0.73% 0.71% 540 +1,337 3.4% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History No change 40,228 4,958 0.26% 0.26% 541 0 0.0% Q4 2025 Feb 11, 2026
MATHER GROUP, LLC. History Added to 39,921 4,920 0.05% 0.05% 542 +920 2.36% Q4 2025 Jan 13, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 39,736 4,897 0.31% 0.33% 543 -1,668 -4.03% Q4 2025 Feb 04, 2026
Integrity Advisory Solutions, LLC History Added to 39,202 4,832 0.7% 0.65% 544 +5,681 16.95% Q4 2025 Feb 09, 2026
Kingsview Wealth Management, LLC History Added to 39,009 4,808 0.07% 0.06% 545 +4,899 14.36% Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 38,926 4,798 0.15% 0.17% 546 -1,497 -3.7% Q4 2025 Jan 12, 2026
Glenview Trust Co History Reduced 38,866 4,790 0.07% 0.08% 547 -1,336 -3.32% Q4 2025 Feb 09, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 38,670 4,766 0.51% 0.54% 548 -1,419 -3.54% Q4 2025 Jan 09, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 38,612 4,759 1.49% 1.45% 549 +2,346 6.47% Q4 2025 Jan 12, 2026
Smithfield Trust Co History Reduced 37,984 4,682 0.21% 0.21% 550 -557 -1.45% Q4 2025 Feb 09, 2026
Heck Capital Advisors, LLC History Added to 37,903 4,671 0.35% 0.33% 551 +2,134 5.97% Q4 2025 Jan 16, 2026
RTD Financial Advisors, Inc. History Reduced 37,545 4,627 0.56% 0.61% 552 -4,651 -11.02% Q4 2025 Jan 27, 2026
Sierra Capital LLC History No change 37,532 4,626 0.49% 0.5% 553 0 0.0% Q4 2025 Feb 18, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 37,529 4,625 0.09% 0.09% 554 -252 -0.67% Q4 2025 Feb 05, 2026
Redwood Investment Management, LLC History Added to 37,217 4,587 0.52% 0.46% 555 +1,894 5.36% Q4 2025 Feb 17, 2026
SWP FINANCIAL LLC History Reduced 36,613 4,512 2.26% 2.29% 556 -603 -1.62% Q4 2025 Jan 16, 2026
Great Point Wealth Advisors, LLC History No change 36,522 4,501 0.82% 0.83% 557 0 0.0% Q4 2025 Jan 26, 2026
XML Financial, LLC History Reduced 36,434 4,490 0.37% 0.47% 558 -10,935 -23.08% Q4 2025 Feb 11, 2026
Rossmore Private Capital History Added to 36,227 4,465 0.4% 0.35% 559 +9,055 33.32% Q4 2025 Feb 05, 2026
Procyon Advisors, LLC History Added to 36,153 4,456 0.22% 0.26% 560 +139 0.39% Q4 2025 Jan 07, 2026
Private Advisory Group LLC History Reduced 36,102 4,449 0.35% 0.37% 561 -1,585 -4.21% Q4 2025 Jan 15, 2026
Valeo Financial Advisors, LLC History Reduced 36,082 4,447 0.1% 0.1% 562 -1,644 -4.36% Q4 2025 Feb 04, 2026
RCS Financial Planning, LLC History Added to 35,922 4,427 1.91% 1.82% 563 +1,800 5.28% Q4 2025 Jan 15, 2026
Magnus Financial Group LLC History Added to 35,370 4,359 0.33% 0.33% 564 +753 2.18% Q4 2025 Jan 07, 2026
Mason & Associates, LLC History Reduced 35,296 4,350 0.99% 1.04% 565 -2,425 -6.43% Q4 2025 Jan 21, 2026
FIRST HORIZON CORP History Added to 35,126 4,329 0.19% 0.2% 566 +27 0.08% Q4 2025 Jan 27, 2026
EASTERN BANK History Reduced 35,023 4,316 0.07% 0.08% 567 -211 -0.6% Q4 2025 Jan 14, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 35,000 4,314 1.82% 1.81% 568 0 0.0% Q4 2025 Feb 06, 2026
Commonwealth Financial Services, LLC History Reduced 34,973 4,310 0.71% 0.76% 569 -1,864 -5.06% Q4 2025 Feb 06, 2026
CWC Advisors, LLC. History Added to 34,668 4,273 2.06% 2.04% 570 +228 0.66% Q4 2025 Jan 26, 2026
Arrow Investment Advisors, LLC History Reduced 34,325 4,230 4.7% 4.7% 571 -910 -2.58% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Reduced 34,185 4,213 0.05% 0.06% 572 -4,447 -11.51% Q4 2025 Feb 05, 2026
Diversified Portfolios, Inc. History Reduced 33,998 4,190 0.35% 0.37% 573 -1,031 -2.94% Q4 2025 Feb 09, 2026
Gray Private Wealth, LLC History Reduced 33,993 4,189 2.05% 2.16% 575 -1,510 -4.25% Q4 2025 Feb 04, 2026
Haverford Trust Co History Reduced 33,988 4,189 0.04% 0.04% 574 -666 -1.92% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 33,825 4,169 0.13% 0.16% 576 +5,212 18.22% Q4 2025 Jan 20, 2026
S&CO INC History No change 33,695 4,153 0.26% 0.25% 577 0 0.0% Q4 2025 Feb 05, 2026
Redwood Wealth Management Group, LLC History Reduced 33,675 4,150 1.74% 1.74% 578 -342 -1.01% Q4 2025 Feb 03, 2026
WealthPoint Financial, LLC History New 33,654 4,148 3.61% — 579 +33,654 New Q4 2025 Feb 19, 2026
WEALTHGARDEN F.S. LLC History Added to 33,348 4,145 2.73% 2.81% 580 +844 2.6% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 33,601 4,141 0.09% 0.08% 581 +2,789 9.05% Q4 2025 Feb 18, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 33,506 4,129 0.0% — 582 +33,506 New Q4 2025 Feb 13, 2026
St. Louis Trust Co History No change 33,500 4,129 0.47% 0.5% 583 0 0.0% Q4 2025 Feb 09, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 33,292 4,103 1.89% 1.88% 584 +148 0.45% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Added to 33,285 4,102 0.26% 0.26% 585 +1,644 5.2% Q4 2025 Feb 03, 2026
Keystone Wealth Services, LLC History Added to 33,251 4,098 0.86% 0.86% 586 +636 1.95% Q4 2025 Jan 26, 2026
Chatterton & Associates Inc. History New 33,091 4,078 3.49% — 587 +33,091 New Q4 2025 Jan 20, 2026
WBH ADVISORY INC History Reduced 32,958 4,062 0.3% 0.3% 588 -8 -0.02% Q4 2025 Jan 26, 2026
StoneCrest Wealth Management, Inc. History Added to 32,721 4,033 1.63% 1.69% 589 +763 2.39% Q4 2025 Jan 16, 2026
BUSH INVESTMENT GROUP, LLC History Reduced 32,534 4,010 2.24% 2.37% 591 -537 -1.62% Q4 2025 Mar 05, 2026
Peregrine Asset Advisers, Inc. History Reduced 32,536 4,010 1.13% 1.19% 590 -404 -1.23% Q4 2025 Feb 02, 2026
Heritage Trust Co History Reduced 32,508 4,006 0.41% 0.48% 592 -5,168 -13.72% Q4 2025 Feb 10, 2026
ARWA LLC History New 32,346 3,987 2.33% — 593 +32,346 New Q4 2025 Feb 27, 2026
Oxford Wealth Group, LLC History New 32,341 3,986 1.94% — 594 +32,341 New Q4 2025 Feb 10, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Reduced 32,272 3,977 2.02% 2.08% 595 -260 -0.8% Q4 2025 Feb 17, 2026
NOTTINGHAM ADVISORS, INC. History Reduced 32,186 3,967 0.55% 0.56% 596 -1,019 -3.07% Q4 2025 Jan 26, 2026
Vontobel Holding Ltd. History Reduced 32,044 3,949 0.01% 0.01% 597 -733 -2.24% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Added to 31,967 3,940 0.58% 0.49% 598 +4,700 17.24% Q4 2025 Feb 10, 2026
Commonwealth Retirement Investments LLC History Added to 31,866 3,927 1.26% 1.23% 599 +1,947 6.51% Q4 2025 Feb 11, 2026
GenWealth Group, Inc. History Reduced 31,552 3,926 0.67% 0.71% 600 -252 -0.79% Q4 2025 Jan 12, 2026
Bouvel Investment Partners, LLC History Reduced 31,824 3,922 1.13% 1.23% 601 -1,435 -4.31% Q4 2025 Jan 23, 2026
LifePlan Investment Advisors, Inc. History Added to 31,707 3,908 1.59% 1.55% 602 +1,148 3.76% Q4 2025 Feb 09, 2026
BESSEMER GROUP INC History Added to 31,701 3,907 0.01% 0.01% 603 +2,034 6.86% Q4 2025 Feb 05, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 31,447 3,876 0.83% 0.61% 604 +16,470 109.97% Q4 2025 Feb 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 31,407 3,871 0.1% 0.1% 605 -212 -0.67% Q4 2025 Feb 09, 2026
HILLTOP WEALTH ADVISORS, LLC History Reduced 31,369 3,866 1.94% 2.08% 606 -1,624 -4.92% Q4 2025 Jan 14, 2026
Round Rock Advisors LLC History Added to 31,302 3,858 0.58% 0.6% 608 +124 0.4% Q4 2025 Jan 27, 2026
FIRST TRUST ADVISORS LP History Added to 31,307 3,858 0.0% 0.0% 607 +68 0.22% Q4 2025 Feb 13, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 31,199 3,845 1.68% 1.78% 609 -913 -2.84% Q4 2025 Jan 29, 2026
Carnegie Investment Counsel History Reduced 30,912 3,810 0.07% 0.07% 610 -798 -2.52% Q4 2025 Jan 23, 2026
BLALOCK WILLIAMS, LLC History Added to 30,909 3,809 3.05% 3.06% 611 +1,958 6.76% Q4 2025 Feb 02, 2026
Archer Investment Management, LLC History New 30,897 3,808 2.05% — 612 +30,897 New Q4 2025 Jan 12, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 30,479 3,756 1.37% 0.94% 613 +12,270 67.38% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Reduced 30,205 3,743 0.18% 0.21% 614 -1,117 -3.57% Q4 2025 Jan 21, 2026
Venturi Wealth Management, LLC History Reduced 30,359 3,742 0.17% 0.17% 615 -666 -2.15% Q4 2025 Jan 22, 2026
Matthew Goff Investment Advisor, LLC History Reduced 30,353 3,741 0.66% 0.63% 616 -343 -1.12% Q4 2025 Jan 14, 2026
Pathway Financial Advisors LLC History Reduced 29,906 3,722 0.47% 0.49% 617 -244 -0.81% Q4 2025 Jan 14, 2026
JT Stratford LLC History Reduced 30,185 3,720 0.48% 0.61% 618 -7,299 -19.47% Q4 2025 Feb 12, 2026
Hilltop National Bank History Reduced 30,131 3,713 0.9% 0.9% 619 -30 -0.1% Q4 2025 Jan 07, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 29,986 3,696 0.22% 0.2% 620 +1,948 6.95% Q4 2025 Jan 20, 2026
Quantum Portfolio Management LLC History Reduced 29,733 3,664 1.62% 2.14% 621 -29,915 -50.15% Q4 2025 Feb 12, 2026
Kovack Advisors, Inc. History Added to 29,722 3,663 0.17% 0.14% 622 +17,017 133.94% Q4 2025 Feb 17, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 29,688 3,659 3.05% 2.64% 623 +3,120 11.74% Q4 2025 Jan 23, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 29,600 3,648 0.21% 1.81% 624 -230,400 -88.62% Q4 2025 Feb 11, 2026
BridgePort Financial Solutions, LLC History Reduced 29,382 3,621 0.97% 0.98% 625 -929 -3.06% Q4 2025 Jan 16, 2026
Kohmann Bosshard Financial Services, LLC History No change 29,167 3,595 0.32% 0.36% 626 0 0.0% Q4 2025 Jan 30, 2026
Hirtle Callaghan & Co LLC History Reduced 29,162 3,594 0.12% 0.13% 627 -1,211 -3.99% Q4 2025 Feb 04, 2026
5T Wealth, LLC History Added to 29,124 3,589 1.43% 1.5% 628 +663 2.33% Q4 2025 Jan 27, 2026
Madrona Financial Services, LLC History Reduced 29,096 3,586 0.77% 0.83% 629 -1,982 -6.38% Q4 2025 Jan 22, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 29,026 3,577 0.28% 0.31% 630 -7,205 -19.89% Q4 2025 Jan 23, 2026
Nolet Wealth Management, LLC History New 28,970 3,570 1.99% — 631 +28,970 New Q4 2025 Feb 27, 2026
Choate Investment Advisors History Reduced 28,871 3,558 0.07% 0.07% 632 -202 -0.69% Q4 2025 Feb 09, 2026
Baron Wealth Management LLC History Added to 28,825 3,552 1.09% 1.15% 633 +16 0.06% Q4 2025 Jan 14, 2026
PRIVATE TRUST CO NA History Reduced 28,780 3,547 0.31% 0.32% 634 -1,316 -4.37% Q4 2025 Jan 26, 2026
waypoint wealth counsel History Reduced 28,582 3,523 1.29% 1.37% 635 -74 -0.26% Q4 2025 Jan 28, 2026
WealthPlan Investment Management, LLC History Reduced 28,578 3,522 0.22% 0.24% 636 -1,481 -4.93% Q4 2025 Feb 05, 2026
Stratos Wealth Advisors, LLC History Reduced 28,573 3,521 0.17% 0.21% 637 -7,965 -21.8% Q4 2025 Jan 20, 2026
BCU Wealth Advisors, LLC History Reduced 28,523 3,515 1.35% 1.42% 638 -569 -1.96% Q4 2025 Jan 30, 2026
Florin Court Capital LLP History Reduced 28,400 3,500 4.87% 8.62% 640 -62,700 -68.83% Q4 2025 Feb 05, 2026
Truepoint, Inc. History Reduced 28,399 3,500 0.08% 0.08% 639 -3 -0.01% Q4 2025 Feb 11, 2026
FORM Wealth Advisors, LLC History New 28,252 3,482 0.41% — 641 +28,252 New Q4 2025 Jan 28, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Reduced 28,237 3,480 0.33% 0.36% 642 -31 -0.11% Q4 2025 Jan 22, 2026
Mattern Wealth Management LLC History Reduced 28,128 3,467 0.67% 0.69% 644 -479 -1.67% Q4 2025 Jan 16, 2026
JMG Financial Group, Ltd. History Added to 28,132 3,467 0.1% 0.1% 643 +127 0.45% Q4 2025 Feb 10, 2026
ROGCO, LP History No change 28,125 3,466 1.15% 1.19% 645 0 0.0% Q4 2025 Jan 30, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 28,114 3,465 0.54% 1.15% 646 -23,639 -45.68% Q4 2025 Feb 03, 2026
Saxony Capital Management, LLC History Reduced 28,020 3,453 2.12% 3.01% 648 -9,849 -26.01% Q4 2025 Jan 15, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 28,014 3,453 0.22% 0.22% 647 0 0.0% Q4 2025 Feb 17, 2026
Sage Investment Advisers LLC History New 28,001 3,451 2.59% — 649 +28,001 New Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Reduced 27,916 3,441 0.21% 0.25% 650 -5,794 -17.19% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History No change 27,880 3,436 0.0% 0.0% 651 0 0.0% Q4 2025 Feb 13, 2026
M Holdings Securities, Inc. History New 27,742 3,419 0.24% — 652 +27,742 New Q4 2025 Feb 11, 2026
Asset Allocation Strategies LLC History Reduced 27,711 3,415 0.63% 0.71% 653 -2,195 -7.34% Q4 2025 Feb 13, 2026
Bank of Jackson Hole Trust History Added to 27,625 3,405 1.62% 1.58% 654 +1,562 5.99% Q4 2025 Feb 12, 2026
NewEdge Wealth, LLC History Added to 27,603 3,402 0.04% 0.05% 655 +1,149 4.34% Q4 2025 Feb 03, 2026
PINNACLE ASSOCIATES LTD History Reduced 27,481 3,387 0.04% 0.05% 656 -920 -3.24% Q4 2025 Feb 05, 2026
BOSTON FAMILY OFFICE LLC History No change 27,399 3,377 0.21% 0.21% 657 0 0.0% Q4 2025 Feb 13, 2026
Marks Group Wealth Management, Inc History Added to 27,385 3,375 0.32% 0.23% 658 +6,656 32.11% Q4 2025 Feb 11, 2026
Interchange Capital Partners, LLC History Reduced 27,252 3,357 0.62% 0.65% 659 -178 -0.65% Q4 2025 Jan 30, 2026
PGIM Custom Harvest LLC History Reduced 27,046 3,333 0.05% 0.05% 660 -61 -0.23% Q4 2025 Feb 17, 2026
Financial & Tax Architects, LLC History Added to 26,987 3,326 0.75% 0.32% 661 +14,882 122.94% Q4 2025 Jan 21, 2026
Cadence Bank History Reduced 26,964 3,323 0.19% 0.2% 662 -7 -0.03% Q4 2025 Jan 30, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 26,930 3,312 0.87% 1.15% 663 -6,917 -20.44% Q4 2025 Jan 26, 2026
Atlas Brown,Inc. History Reduced 26,636 3,283 0.98% 0.96% 664 -348 -1.29% Q4 2025 Jan 09, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 26,625 3,281 0.02% 0.03% 665 -19,246 -41.96% Q4 2025 Feb 12, 2026
Essex Financial Services, Inc. History Reduced 26,612 3,280 0.19% 0.2% 666 -1,775 -6.25% Q4 2025 Feb 10, 2026
Lifestyle Asset Management, Inc. History Added to 26,438 3,258 1.06% 0.21% 667 +21,351 419.72% Q4 2025 Feb 11, 2026
Alta Wealth Advisors LLC History Added to 26,418 3,256 1.09% 0.79% 668 +8,069 43.98% Q4 2025 Feb 03, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 26,284 3,239 0.55% 0.54% 669 -41 -0.16% Q4 2025 Jan 27, 2026
Breakwater Capital Group History Reduced 26,138 3,221 0.45% 0.47% 670 -217 -0.82% Q4 2025 Jan 09, 2026
Colorado Capital Management, Inc. History Added to 26,076 3,214 1.21% 1.21% 671 +65 0.25% Q4 2025 Jan 23, 2026
EverSource Wealth Advisors, LLC History Reduced 26,037 3,209 0.12% 0.14% 672 -2,335 -8.23% Q4 2025 Feb 06, 2026
Ramiah Investment Group History Reduced 25,993 3,203 3.14% 3.51% 673 -3,455 -11.73% Q4 2025 Jan 28, 2026
LPWM LLC History Added to 25,850 3,186 0.8% 0.66% 674 +5,391 26.35% Q4 2025 Jan 06, 2026
Coign Capital Advisors LLC History Added to 25,830 3,183 1.67% 1.68% 675 +544 2.15% Q4 2025 Jan 20, 2026
Montecito Bank & Trust History No change 25,789 3,178 0.51% 0.48% 676 0 0.0% Q4 2025 Jan 09, 2026
Adirondack Capital Advisors, LLC History New 25,722 3,170 2.13% — 678 +25,722 New Q4 2025 Feb 03, 2026
TME FINANCIAL, INC. History Reduced 25,723 3,170 2.23% 3.96% 677 -18,093 -41.29% Q4 2025 Jan 27, 2026
COFG Advisors, LLC History New 25,630 3,159 0.78% — 679 +25,630 New Q4 2025 Feb 10, 2026
Fisher Asset Management, LLC History Added to 25,627 3,158 0.0% 0.0% 680 +9,053 54.62% Q4 2025 Feb 09, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 25,616 3,157 0.36% 0.37% 681 -364 -1.4% Q4 2025 Feb 12, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 25,581 3,153 0.18% 0.2% 682 -744 -2.83% Q4 2025 Feb 04, 2026
Asempa Wealth Advisors History New 25,571 3,151 2.71% — 683 +25,571 New Q4 2025 Jan 08, 2026
Key FInancial Inc History Reduced 25,536 3,147 0.57% 0.58% 684 -537 -2.06% Q4 2025 Feb 09, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 25,511 3,144 0.04% 0.03% 685 +3,878 17.93% Q4 2025 Feb 02, 2026
Capital Advantage, Inc. History Added to 25,498 3,142 0.42% 0.33% 686 +7,396 40.86% Q4 2025 Jan 07, 2026
REGIMEN WEALTH, LLC History Reduced 25,344 3,123 0.91% 0.91% 687 -189 -0.74% Q4 2025 Feb 09, 2026
Dorsey Wright & Associates History Added to 25,275 3,115 0.67% 0.67% 688 +398 1.6% Q4 2025 Feb 20, 2026
Private Wealth Asset Management, LLC History Added to 25,241 3,111 0.34% 0.36% 689 +2 0.01% Q4 2025 Feb 10, 2026
Yukon Wealth Management, Inc. History Added to 25,844 3,103 1.79% 1.0% 690 +658 2.61% Q4 2025 Feb 10, 2026
J.M. Arbour, LLC History New 25,118 3,096 3.09% — 691 +25,118 New Q4 2025 Jan 26, 2026
Fonville Wealth Management LLC History No change 25,058 3,088 0.63% 0.68% 692 0 0.0% Q4 2025 Jan 23, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 24,844 3,062 0.47% 0.47% 693 0 0.0% Q4 2025 Feb 12, 2026
MFA Wealth Services History Reduced 24,792 3,055 2.06% 2.07% 694 -37 -0.15% Q4 2025 Jan 15, 2026
Ballentine Partners, LLC History Added to 24,639 3,037 0.04% 0.04% 695 +1,084 4.6% Q4 2025 Feb 03, 2026
Tactive Advisors, LLC History Added to 24,576 3,029 0.89% 0.83% 696 +367 1.52% Q4 2025 Jan 09, 2026
Hudson Capital Management LLC History Reduced 24,427 3,010 0.76% 0.78% 697 -16 -0.07% Q4 2025 Jan 21, 2026
ORG Partners LLC History Added to 24,400 3,007 0.53% 0.45% 698 +4,618 23.34% Q4 2025 Jan 14, 2026
EARNED WEALTH ADVISORS, LLC History Added to 24,361 3,002 0.97% 0.47% 699 +732 3.1% Q4 2025 Jan 27, 2026
Certified Advisory Corp History Reduced 24,334 2,999 0.27% 0.29% 700 -589 -2.36% Q4 2025 Jan 12, 2026
VANGUARD GROUP INC History Reduced 24,246 2,988 0.0% 0.0% 701 -441 -1.79% Q4 2025 Jan 29, 2026
Northwest Bancshares, Inc. History Reduced 24,224 2,985 0.58% 0.49% 702 -230 -0.94% Q4 2025 Feb 13, 2026
XY Planning Network, Inc. History New 24,142 2,975 0.52% — 703 +24,142 New Q4 2025 Jan 26, 2026
Tripletail Wealth Management, LLC History Added to 24,070 2,966 3.76% 0.01% 704 +24,058 200483.33% Q4 2025 Feb 12, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 24,058 2,965 0.2% 0.2% 705 +1,375 6.06% Q4 2025 Feb 03, 2026
Invesco Ltd. History New 23,953 2,952 0.0% — 706 +23,953 New Q4 2025 Feb 19, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 23,768 2,929 0.05% 0.06% 707 -1,222 -4.89% Q4 2025 Jan 16, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 23,667 2,916 0.0% 0.0% 708 -150 -0.63% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 23,296 2,899 0.03% 0.02% 709 +5,270 29.24% Q4 2025 Jan 26, 2026
Summit Financial, LLC History Reduced 23,444 2,889 0.04% 0.07% 710 -13,218 -36.05% Q4 2025 Feb 13, 2026
POWER WEALTH MANAGEMENT LLC History Reduced 23,438 2,888 1.02% 1.07% 711 -812 -3.35% Q4 2025 Feb 17, 2026
Joel Isaacson & Co., LLC History Added to 23,250 2,865 0.09% 0.1% 712 +4 0.02% Q4 2025 Jan 30, 2026
Dentgroup LLC History Reduced 23,202 2,859 1.96% 1.86% 713 -648 -2.72% Q4 2025 Jan 28, 2026
Clearview Wealth Advisors LLC History Reduced 23,194 2,858 1.81% 1.82% 714 -337 -1.43% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 23,065 2,842 0.18% 0.19% 715 -48 -0.21% Q4 2025 Feb 06, 2026
Park Place Capital Corp History Reduced 23,048 2,840 0.59% 0.63% 716 -1,504 -6.13% Q4 2025 Jan 09, 2026
HBK Sorce Advisory LLC History Added to 23,140 2,805 0.06% 0.07% 717 +369 1.62% Q4 2025 Feb 09, 2026
Lakeshore Financial Planning, Inc. History Added to 22,722 2,800 1.0% 0.96% 718 +1,194 5.55% Q4 2025 Feb 17, 2026
CCG WEALTH MANAGEMENT, LLC History No change 22,629 2,789 1.2% 1.29% 719 0 0.0% Q4 2025 Jan 21, 2026
DIVERSIFIED MANAGEMENT INC History New 22,588 2,784 0.65% — 720 +22,588 New Q4 2025 Jan 26, 2026
17 CAPITAL PARTNERS, LLC History Reduced 22,526 2,776 1.43% 2.03% 721 -8,334 -27.01% Q4 2025 Feb 13, 2026
Forum Financial Management, LP History Added to 22,527 2,776 0.04% 0.04% 722 +876 4.05% Q4 2025 Jan 27, 2026
OMNI 360 Wealth, Inc. History Reduced 22,487 2,775 1.42% 1.65% 723 -1,887 -7.74% Q4 2025 Jan 29, 2026
ALESCO ADVISORS LLC History Reduced 22,496 2,772 0.07% 0.07% 724 -121 -0.53% Q4 2025 Jan 28, 2026
RWA WEALTH PARTNERS, LLC History Added to 22,394 2,760 0.03% 0.02% 725 +6,923 44.75% Q4 2025 Feb 12, 2026
ALERUS FINANCIAL NA History Reduced 22,097 2,723 0.13% 0.14% 726 -415 -1.84% Q4 2025 Feb 13, 2026
Operose Advisors LLC History Added to 22,065 2,719 0.63% 0.66% 727 +131 0.6% Q4 2025 Feb 10, 2026
AMG National Trust Bank History Reduced 22,025 2,714 0.06% 0.08% 728 -5,060 -18.68% Q4 2025 Jan 30, 2026
Stablepoint Partners, LLC History Added to 21,750 2,680 0.42% 0.41% 729 +139 0.64% Q4 2025 Jan 13, 2026
Signal Advisors Wealth, LLC History Reduced 21,738 2,679 0.21% 0.24% 730 -372 -1.68% Q4 2025 Jan 13, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 21,454 2,670 0.06% 0.05% 731 +2,796 14.99% Q4 2025 Jan 26, 2026
BIP Wealth, LLC History Added to 21,657 2,669 0.09% 0.11% 732 +3,831 21.49% Q4 2025 Jan 21, 2026
Cassilly Financial Group LLC History New 21,546 2,655 2.35% — 733 +21,546 New Q4 2025 Jan 15, 2026
Evanson Asset Management, LLC History Added to 21,423 2,640 0.14% 0.15% 734 +72 0.34% Q4 2025 Jan 12, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 21,158 2,633 0.39% 0.41% 735 +10,420 97.04% Q4 2025 Jan 07, 2026
Capital Square, LLC History Reduced 21,352 2,631 1.34% 1.33% 736 -201 -0.93% Q4 2025 Feb 13, 2026
Sprinkle Financial Consultants LLC History Reduced 21,194 2,612 1.33% 1.49% 737 -902 -4.08% Q4 2025 Jan 08, 2026
Corundum Group, Inc. History Added to 21,180 2,610 0.88% 1.02% 738 +680 3.32% Q4 2025 Jan 12, 2026
NORTHLAND SECURITIES, INC. History New 21,120 2,603 2.5% — 739 +21,120 New Q4 2025 Jan 23, 2026
Lighthouse Financial LLC History Reduced 21,118 2,603 1.7% 1.76% 740 -1,000 -4.52% Q4 2025 Feb 17, 2026
American Trust History Added to 21,104 2,601 0.22% 0.11% 741 +10,592 100.76% Q4 2025 Feb 17, 2026
Renasant Bank History Reduced 21,097 2,600 1.76% 1.69% 742 -925 -4.2% Q4 2025 Jan 30, 2026
Comprehensive Financial Planning, Inc./PA History Added to 20,969 2,584 1.71% 1.64% 743 +1,091 5.49% Q4 2025 Feb 11, 2026
Fairvoy Private Wealth, LLC History Reduced 20,839 2,568 0.57% 0.58% 744 -289 -1.37% Q4 2025 Jan 14, 2026
Wealthcare Advisory Partners LLC History Added to 20,714 2,553 0.05% 0.05% 745 +173 0.84% Q4 2025 Jan 14, 2026
RiverFront Investment Group, LLC History Added to 20,688 2,550 0.04% 0.04% 746 +42 0.2% Q4 2025 Feb 05, 2026
NICOLET ADVISORY SERVICES, LLC History No change 20,367 2,547 0.17% 0.19% 747 0 0.0% Q4 2025 Feb 13, 2026
Axis Wealth Partners, LLC History Reduced 20,487 2,525 1.39% 1.78% 748 -4,660 -18.53% Q4 2025 Jan 30, 2026
Kaydan Wealth Management, Inc. History Added to 20,437 2,519 0.73% 0.7% 749 +12 0.06% Q4 2025 Jan 12, 2026
Beacon Capital Management, LLC History Added to 20,408 2,515 0.39% 0.31% 750 +2,293 12.66% Q4 2025 Feb 13, 2026
Merkkuri Wealth Advisors LLC History Reduced 20,356 2,509 1.71% 1.83% 751 -557 -2.66% Q4 2025 Jan 29, 2026
Prosperity Planning, Inc. History Reduced 20,263 2,497 0.65% 0.82% 752 -4,882 -19.42% Q4 2025 Jan 14, 2026
HICKS CAPITAL MANAGEMENT LLC History Reduced 20,248 2,495 2.51% 4.0% 753 -6 -0.03% Q4 2025 Feb 05, 2026
Pinnacle Financial Group, LLC / IL History No change 20,207 2,490 0.72% 0.74% 754 0 0.0% Q4 2025 Feb 05, 2026
Rathbones Group PLC History No change 20,200 2,489 0.01% 0.01% 755 0 0.0% Q4 2025 Feb 06, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 20,200 2,489 0.33% 0.39% 756 0 0.0% Q4 2025 Feb 17, 2026
Bawa N Mallick Trust History No change 20,200 2,489 0.92% 0.92% 757 0 0.0% Q4 2025 Mar 12, 2026
Squarepoint Ops LLC History Added to 20,159 2,484 0.0% 0.0% 758 +14,341 246.49% Q4 2025 Feb 13, 2026
Sovereign Financial Group, Inc. History Reduced 20,066 2,473 0.43% 0.46% 759 -399 -1.95% Q4 2025 Jan 07, 2026
Bernardo Wealth Planning LLC History Reduced 20,014 2,466 0.47% 0.48% 760 -168 -0.83% Q4 2025 Jan 26, 2026
NOVEM GROUP History Added to 19,999 2,465 0.28% 0.27% 761 +1,129 5.98% Q4 2025 Jan 27, 2026
Security National Bank History Added to 19,933 2,456 0.35% 0.29% 762 +4,433 28.6% Q4 2025 Feb 05, 2026
First Western Trust Bank History No change 19,886 2,451 0.12% 0.11% 763 0 0.0% Q4 2025 Feb 12, 2026
Navis Wealth Advisors, LLC History Added to 19,759 2,435 1.03% 1.78% 764 +84 0.43% Q4 2025 Feb 13, 2026
Marietta Wealth Management, LLC History Reduced 19,742 2,433 0.28% 0.3% 765 -261 -1.3% Q4 2025 Jan 28, 2026
EVOKE WEALTH, LLC History Added to 19,699 2,428 0.05% 0.04% 766 +2,982 17.84% Q4 2025 Feb 06, 2026
ETF Portfolio Partners, Inc. History Added to 19,668 2,424 0.63% 0.58% 767 +1,507 8.3% Q4 2025 Jan 20, 2026
Freestone Capital Holdings, LLC History Added to 19,551 2,409 0.07% 0.07% 768 +3 0.02% Q4 2025 Jan 23, 2026
Curi Capital, LLC History Added to 19,536 2,408 0.04% 0.04% 769 +66 0.34% Q4 2025 Feb 17, 2026
Crusonia Wealth Advisors LLC History New 19,485 2,401 0.53% — 770 +19,485 New Q4 2025 Feb 18, 2026
Cornerstone Wealth Management, LLC History Reduced 19,468 2,399 0.12% 0.14% 771 -832 -4.1% Q4 2025 Feb 05, 2026
Beacon Financial Advisory LLC History Added to 19,446 2,396 0.56% 0.54% 772 +57 0.29% Q4 2025 Feb 17, 2026
SUTTON PLACE INVESTORS LLC History Reduced 19,420 2,393 1.31% 1.39% 773 -805 -3.98% Q4 2025 Jan 21, 2026
Index Technologies Group LLC History New 19,344 2,384 2.49% — 774 +19,344 New Q4 2025 Feb 12, 2026
MBA Advisors LLC History Reduced 19,335 2,383 0.96% 1.02% 775 -432 -2.19% Q4 2025 Jan 21, 2026
Advisors Capital Management, LLC History Added to 19,250 2,372 0.03% 0.02% 776 +2,743 16.62% Q4 2025 Jan 29, 2026
BAILARD, INC. History Reduced 19,164 2,362 0.05% 0.05% 777 -820 -4.1% Q4 2025 Feb 04, 2026
Bellwether Advisors, LLC History Added to 19,156 2,361 0.38% 0.35% 778 +1,828 10.55% Q4 2025 Feb 09, 2026
WealthTrak Capital Management LLC History Added to 19,140 2,359 1.69% 1.82% 779 +786 4.28% Q4 2025 Feb 10, 2026
BEACON ADVISORS HOLDINGS, LLC History New 18,673 2,301 1.21% — 780 +18,673 New Q4 2025 Feb 27, 2026
Fiduciary Alliance LLC History Reduced 18,663 2,300 0.15% 0.15% 781 -233 -1.23% Q4 2025 Jan 22, 2026
TSFG, LLC History Reduced 18,650 2,299 0.34% 0.36% 782 -82 -0.44% Q4 2025 Feb 04, 2026
Golden State Wealth Management, LLC History Added to 18,645 2,298 0.24% 0.22% 783 +2,156 13.08% Q4 2025 Feb 13, 2026
KPP Advisory Services LLC History Reduced 18,575 2,289 0.33% 0.51% 784 -10,175 -35.39% Q4 2025 Feb 02, 2026
FOCUSED ALPHA, LLC History New 18,516 2,282 0.67% — 786 +18,516 New Q4 2025 Feb 13, 2026
Cornell Pochily Investment Advisors, Inc. History Added to 18,520 2,282 0.66% 0.67% 785 +3 0.02% Q4 2025 Jan 20, 2026
Whitcomb & Hess, Inc. History Reduced 18,227 2,276 0.54% 0.57% 787 -41 -0.22% Q4 2025 Jan 14, 2026
DAVENPORT & Co LLC History Added to 18,421 2,270 0.01% 0.01% 788 +543 3.04% Q4 2025 Jan 12, 2026
UPTICK PARTNERS, LLC History Reduced 18,399 2,267 0.48% 0.61% 789 -914 -4.73% Q4 2025 Feb 02, 2026
Accelerate Investment Advisors LLC History Added to 18,347 2,261 1.52% 1.49% 790 +218 1.2% Q4 2025 Jan 12, 2026
Klaas Financial Asset Advisors, LLC History Reduced 18,309 2,256 0.33% 0.35% 791 -778 -4.08% Q4 2025 Jan 27, 2026
WealthCare Asset Management, LLC History New 18,496 2,242 1.42% — 792 +18,496 New Q4 2025 Feb 17, 2026
Raleigh Capital Management Inc. History Added to 18,138 2,235 0.81% 0.8% 793 +698 4.0% Q4 2025 Jan 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 18,066 2,226 0.03% 0.03% 794 +1,381 8.28% Q4 2025 Feb 09, 2026
Confluence Wealth Services, Inc. History Reduced 18,019 2,221 0.09% 0.11% 795 -410 -2.22% Q4 2025 Jan 28, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 18,018 2,220 0.37% — 796 +18,018 New Q4 2025 Feb 18, 2026
Hopwood Financial Services, Inc. History Reduced 17,938 2,211 1.56% 1.45% 797 -25 -0.14% Q4 2025 Jan 16, 2026
United Advisor Group, LLC History Added to 17,862 2,201 0.27% 0.08% 798 +12,702 246.16% Q4 2025 Jan 26, 2026
Ullmann Wealth Partners Group, LLC History No change 17,587 2,194 0.23% 0.23% 799 0 0.0% Q4 2025 Feb 12, 2026
Bensler, LLC History Reduced 17,797 2,193 0.22% 0.25% 800 -2,489 -12.27% Q4 2025 Feb 04, 2026