iSHARES TRUST - IWN

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 184 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 Added to 7,877,149 1,427,418 0.1% 0.08% 1 +1,168,011 17.41% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 4,269,726 773,717 0.05% 0.05% 2 -414,795 -8.85% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 2,748,355 500,284 1.2% 1.86% 3 -1,595,467 -36.73% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,183,120 395,603 0.12% 0.11% 4 +34,528 1.61% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Added to 1,246,342 225,849 1.38% 1.38% 5 +30,282 2.49% Q4 2025 Jan 29, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,113,075 201,700 0.11% 0.12% 6 +1,299 0.12% Q4 2025 Feb 06, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Reduced 1,106,370 200,485 1.96% 1.85% 7 -44,705 -3.88% Q4 2025 Jan 15, 2026
LPL Financial LLC History Added to 1,102,636 199,808 0.05% 0.05% 8 +92,462 9.15% Q4 2025 Feb 11, 2026
M&T BANK CORP History Added to 1,018,005 184,472 0.59% 0.59% 9 +23,441 2.36% Q4 2025 Jan 30, 2026
WELLS FARGO & COMPANY/MN History Added to 1,016,764 184,247 0.03% 0.03% 10 +130,498 14.72% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 805,863 146,030 0.02% 0.02% 11 -33,708 -4.01% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 792,632 143,632 0.19% 0.19% 12 -37,508 -4.52% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 712,109 129,041 0.02% 0.02% 13 -18,395 -2.52% Q4 2025 Mar 25, 2026
Betterment LLC History Reduced 695,877 126,100 0.24% 0.25% 14 -22,498 -3.13% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 651,326 118,026 0.02% 0.02% 15 -19,715 -2.94% Q4 2025 Feb 13, 2026
Cassaday & Co Wealth Management LLC History Added to 635,650 115,186 2.43% 2.55% 16 +9,222 1.47% Q4 2025 Feb 03, 2026
NORTHERN TRUST CORP History Added to 625,170 113,287 0.01% 0.01% 17 +77,000 14.05% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 533,289 96,637 0.02% — 18 +533,289 New Q4 2025 Feb 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 469,444 85,111 0.23% 0.09% 19 +268,684 133.83% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 446,651 80,937 0.04% 0.06% 20 -203,496 -31.3% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 439,468 79,636 0.0% 0.0% 21 +5,141 1.18% Q4 2025 Feb 11, 2026
RAYMOND JAMES FINANCIAL INC History Added to 438,703 79,497 0.02% 0.02% 22 +27,543 6.7% Q4 2025 Feb 18, 2026
Pacific Life Fund Advisors LLC History Reduced 432,307 78,338 8.07% 9.99% 23 -118,510 -21.52% Q4 2025 Jan 26, 2026
Pathstone Holdings, LLC History New 396,958 71,932 0.28% — 24 +396,958 New Q4 2025 Feb 13, 2026
Badgley Phelps Wealth Managers, LLC History Added to 386,692 70,072 1.28% 1.39% 25 +12,161 3.25% Q4 2025 Jan 28, 2026
Focus Partners Wealth History Added to 340,890 61,768 0.07% 0.08% 26 +68,514 25.15% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 328,019 59,440 0.33% 0.33% 27 -8,894 -2.64% Q4 2025 Feb 13, 2026
Jasper Ridge Partners, L.P. History No change 321,684 58,292 1.29% 1.28% 28 0 0.0% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Added to 281,324 50,978 0.07% 0.04% 29 +93,531 49.81% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 276,744 50,148 0.03% 0.03% 30 +6,666 2.47% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 272,735 49,422 0.05% 0.05% 31 +16,157 6.3% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 268,617 48,674 0.05% 0.05% 32 -3,967 -1.46% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 262,548 47,612 0.01% 0.01% 33 +17,967 7.35% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 258,426 46,829 0.27% 0.28% 34 +4,343 1.71% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 245,809 46,199 0.06% 0.07% 35 -4,070 -1.63% Q4 2025 Jan 08, 2026
CHOREO, LLC History Added to 244,290 44,619 0.57% 0.54% 36 +7,893 3.34% Q4 2025 Jan 23, 2026
AMG National Trust Bank History Reduced 243,727 44,165 1.04% 1.11% 37 -14,808 -5.73% Q4 2025 Jan 30, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Reduced 239,531 43,405 2.9% 2.86% 38 -64 -0.03% Q4 2025 Jan 08, 2026
Comprehensive Financial Management LLC History No change 230,481 41,765 1.26% 1.13% 39 0 0.0% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Reduced 219,792 39,828 0.06% 0.07% 40 -16,329 -6.92% Q4 2025 Jan 15, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 210,701 38,181 0.26% 0.07% 41 +147,991 235.99% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Reduced 201,966 37,959 0.41% 0.63% 42 -105,583 -34.33% Q4 2025 Jan 26, 2026
NATIXIS ADVISORS, LLC History Added to 208,594 37,800 0.05% 0.05% 43 +2,055 0.99% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History Reduced 206,914 37,494 1.48% 1.56% 44 -11,471 -5.25% Q4 2025 Jan 14, 2026
Bank of New York Mellon Corp History Reduced 205,779 37,289 0.01% 0.01% 45 -6,433 -3.03% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 196,180 35,549 0.02% 0.03% 46 -83,540 -29.87% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 194,904 35,318 0.06% 0.04% 47 +67,442 52.91% Q4 2025 Mar 16, 2026
Advisors Preferred, LLC History Added to 183,323 33,524 5.46% 1.66% 48 +120,027 189.63% Q4 2025 Feb 02, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 168,592 30,550 0.01% 0.01% 49 -33,156 -16.43% Q4 2025 Feb 17, 2026
Mariner, LLC History Added to 168,244 30,489 0.04% 0.04% 50 +8,228 5.14% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 164,593 29,825 0.03% 0.03% 51 -254 -0.15% Q4 2025 Jan 30, 2026
BANK OF MONTREAL /CAN/ History Reduced 160,937 29,163 0.01% 0.01% 52 -150 -0.09% Q4 2025 Feb 12, 2026
WoodTrust Financial Corp History Reduced 157,875 28,609 3.34% 3.34% 53 -613 -0.39% Q4 2025 Jan 30, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 155,544 28,186 0.23% 0.21% 54 +10,488 7.23% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 154,468 27,991 0.01% 0.0% 55 +102,801 198.97% Q4 2025 Feb 02, 2026
FMR LLC History Added to 151,992 27,542 0.0% 0.0% 56 +23,404 18.2% Q4 2025 Feb 17, 2026
COURIER CAPITAL LLC History Added to 151,988 27,541 1.55% 1.53% 57 +1,201 0.8% Q4 2025 Jan 29, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 149,750 27,136 0.09% 0.03% 58 +100,193 202.18% Q4 2025 Feb 18, 2026
Pure Financial Advisors, LLC History Added to 141,735 25,683 4.67% 0.37% 59 +11,314 8.67% Q4 2025 Mar 04, 2026
TRUIST FINANCIAL CORP History Reduced 141,404 25,623 0.03% 0.03% 60 -2,846 -1.97% Q4 2025 Feb 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 138,541 25,105 1.16% 1.21% 61 -238 -0.17% Q4 2025 Feb 11, 2026
Corient Private Wealth LLC History Reduced 145,868 24,827 0.03% 0.04% 62 -745 -0.51% Q4 2025 Mar 09, 2026
HighTower Advisors, LLC History Added to 135,170 24,494 0.03% 0.03% 63 +2,381 1.79% Q4 2025 Feb 06, 2026
JANUS HENDERSON GROUP PLC History Reduced 133,110 24,120 0.01% 0.01% 64 -1,769 -1.31% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 132,971 24,095 0.28% 0.28% 65 -2,821 -2.08% Q4 2025 Jan 21, 2026
BlackRock, Inc. History Reduced 131,342 23,800 0.0% 0.0% 66 -54,636 -29.38% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 127,322 23,072 0.09% — 67 +127,322 New Q4 2025 Feb 05, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 123,335 22,349 0.01% 0.01% 68 +14,227 13.04% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 121,076 21,947 0.03% 0.03% 69 -3,961 -3.17% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 113,692 21,368 0.44% 0.66% 70 -57,933 -33.76% Q4 2025 Jan 26, 2026
Cerity Partners LLC History Added to 115,390 20,910 0.03% 0.03% 71 +5,161 4.68% Q4 2025 Feb 11, 2026
Arax Advisory Partners History New 114,420 20,733 0.6% — 72 +114,420 New Q4 2025 Feb 13, 2026
Powell Investment Advisors, LLC History Added to 114,148 20,684 7.12% 7.05% 73 +150 0.13% Q4 2025 Feb 09, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 113,370 20,543 0.04% 0.05% 74 -12,949 -10.25% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Added to 107,372 19,456 0.0% 0.0% 75 +20,534 23.65% Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 106,952 19,380 0.08% 0.07% 76 +2,859 2.75% Q4 2025 Jan 29, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 102,087 18,499 0.0% 0.0% 77 -13,701 -11.83% Q4 2025 Feb 17, 2026
Zhang Financial LLC History Reduced 99,955 18,112 0.68% 0.73% 78 -2,363 -2.31% Q4 2025 Feb 10, 2026
Elite Financial, Inc. History Reduced 96,324 17,454 7.94% 7.84% 79 -238 -0.25% Q4 2025 Feb 12, 2026
ALLIANCEBERNSTEIN L.P. History Added to 95,957 17,388 0.01% 0.0% 80 +6,960 7.82% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 92,401 16,744 0.13% — 81 +92,401 New Q4 2025 Feb 18, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 90,559 16,410 0.28% 0.22% 82 +13,367 17.32% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 89,573 16,231 0.03% 0.03% 83 +287 0.32% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 89,177 16,159 0.18% 0.19% 84 -3,271 -3.54% Q4 2025 Feb 13, 2026
Creative Planning History Added to 87,535 15,862 0.01% 0.01% 85 +2,878 3.4% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 85,005 15,403 0.09% 0.09% 86 +190 0.22% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 84,281 15,272 0.05% 0.05% 87 -1,510 -1.76% Q4 2025 Feb 02, 2026
ASPIRIANT, LLC History Reduced 82,415 14,934 0.43% 0.46% 88 -2,257 -2.67% Q4 2025 Jan 20, 2026
Waverly Advisors, LLC History Added to 80,113 14,517 0.12% 0.14% 89 +1,230 1.56% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History New 78,224 14,174 0.01% — 90 +78,224 New Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Added to 77,480 14,040 0.11% 0.07% 91 +1,847 2.44% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 76,046 13,785 0.01% 0.01% 92 +17,152 29.12% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Added to 72,565 13,149 0.01% 0.0% 93 +63,403 692.02% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 72,317 13,104 0.1% 0.1% 94 -2,063 -2.77% Q4 2025 Feb 12, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 70,330 12,744 5.49% 5.66% 95 -825 -1.16% Q4 2025 Jan 12, 2026
BAILARD, INC. History Added to 69,165 12,533 0.28% 0.25% 96 +3,260 4.95% Q4 2025 Feb 04, 2026
Boston Partners History Added to 65,109 11,908 0.01% 0.0% 97 +44,553 216.74% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 64,157 11,626 0.01% 0.01% 98 +828 1.31% Q4 2025 Feb 10, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 62,127 11,258 6.19% 6.0% 99 -157 -0.25% Q4 2025 Jan 02, 2026
SONATA CAPITAL GROUP INC History Reduced 61,230 11,095 4.01% 4.1% 100 -1,485 -2.37% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Added to 61,145 11,080 0.08% 0.08% 101 +9,453 18.29% Q4 2025 Feb 18, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 60,464 10,956 0.82% 0.9% 102 -876 -1.43% Q4 2025 Jan 07, 2026
Focus Partners Advisor Solutions, LLC History Added to 59,585 10,797 0.13% 0.05% 103 +32,865 123.0% Q4 2025 Feb 11, 2026
CWM, LLC History Added to 58,179 10,543 0.03% 0.02% 104 +25,050 75.61% Q4 2025 Jan 26, 2026
EP Wealth Advisors, LLC History New 58,130 10,533 0.05% — 105 +58,130 New Q4 2025 Feb 18, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 57,991 10,508 0.04% 0.03% 106 +2,110 3.78% Q4 2025 Jan 30, 2026
Leeward Investments, LLC - MA History Reduced 57,786 10,471 0.53% 0.81% 107 -31,777 -35.48% Q4 2025 Feb 05, 2026
Marion Wealth Management History Added to 52,796 10,327 2.29% 2.18% 108 +815 1.57% Q4 2025 Jan 26, 2026
Summit Financial, LLC History Added to 56,497 10,237 0.15% 0.15% 109 +2,334 4.31% Q4 2025 Feb 13, 2026
RTD Financial Advisors, Inc. History Reduced 55,416 10,041 1.23% 1.19% 110 -576 -1.03% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History Reduced 54,867 9,942 0.06% 0.07% 111 -3,159 -5.44% Q4 2025 Jan 27, 2026
TD ASSET MANAGEMENT INC History Added to 54,815 9,933 0.01% 0.01% 112 +3,729 7.3% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Reduced 54,700 9,912 0.03% 0.03% 113 -391 -0.71% Q4 2025 Feb 17, 2026
FIRST HORIZON CORP History Added to 54,678 9,908 0.44% 0.44% 114 +1,159 2.17% Q4 2025 Jan 27, 2026
Kestra Advisory Services, LLC History Added to 54,209 9,823 0.04% 0.04% 115 +4,461 8.97% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Reduced 54,175 9,817 0.0% 0.0% 116 -1,514 -2.72% Q4 2025 Feb 11, 2026
Corundum Group, Inc. History Added to 53,869 9,761 3.28% 3.17% 117 +10,244 23.48% Q4 2025 Jan 12, 2026
Cresset Asset Management, LLC History Added to 53,506 9,695 0.04% 0.04% 118 +7,327 15.87% Q4 2025 Feb 17, 2026
STEPHENS INC /AR/ History Added to 53,294 9,657 0.12% 0.12% 119 +180 0.34% Q4 2025 Feb 05, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Reduced 53,000 9,604 0.51% 1.01% 120 -79,380 -59.96% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 52,470 9,508 0.02% 0.02% 121 -712 -1.34% Q4 2025 Feb 12, 2026
Viewpoint Capital Management LLC History Added to 47,566 8,619 3.73% 3.61% 122 +1,172 2.53% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Added to 47,040 8,524 0.06% 0.06% 123 +953 2.07% Q4 2025 Jan 28, 2026
JANE STREET GROUP, LLC History Reduced 46,748 8,471 0.0% 0.0% 124 -60,268 -56.32% Q4 2025 Feb 12, 2026
Aristotle Capital Boston, LLC History Added to 45,633 8,269 0.45% 0.33% 125 +9,390 25.91% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 45,584 8,260 0.0% 0.0% 126 +36,910 425.52% Q4 2025 Mar 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 44,539 8,071 0.1% 0.1% 127 -783 -1.73% Q4 2025 Feb 10, 2026
EARNEST PARTNERS LLC History Added to 44,534 8,070 0.03% 0.02% 128 +15,404 52.88% Q4 2025 Feb 12, 2026
SEGALL BRYANT & HAMILL, LLC History Added to 43,018 7,795 0.11% 0.07% 129 +11,510 36.53% Q4 2025 Feb 13, 2026
Tidal Investments LLC History New 42,733 7,743 0.02% — 130 +42,733 New Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Reduced 41,959 7,603 0.02% 0.03% 131 -11,026 -20.81% Q4 2025 Feb 13, 2026
One Capital Management, LLC History Reduced 41,293 7,482 0.23% 0.28% 132 -8,015 -16.25% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 40,337 7,309 0.01% 0.01% 133 +289 0.72% Q4 2025 Feb 18, 2026
Sanctuary Advisors, LLC History Added to 39,146 7,093 0.04% 0.03% 134 +5,161 15.19% Q4 2025 Jan 29, 2026
United Asset Strategies, Inc. History Added to 38,615 6,997 0.54% 0.54% 135 +424 1.11% Q4 2025 Jan 28, 2026
HANCOCK WHITNEY CORP History Reduced 38,599 6,994 0.13% 0.12% 136 -130 -0.34% Q4 2025 Feb 17, 2026
LWM ADVISORS INC History Added to 38,159 6,914 6.08% 5.94% 137 +759 2.03% Q4 2025 Jan 09, 2026
Facet Wealth, Inc. History Reduced 35,501 6,907 0.12% 0.76% 138 -171,233 -82.83% Q4 2025 Jan 29, 2026
Oldfather Financial Services, LLC History Reduced 37,564 6,806 2.03% 2.09% 139 -452 -1.19% Q4 2025 Jan 16, 2026
Integrated Investment Consultants, LLC History Added to 37,480 6,791 1.33% 1.09% 140 +1,093 3.0% Q4 2025 Mar 03, 2026
Foundation Wealth Management, LLC History Reduced 37,323 6,771 4.46% 4.32% 141 -948 -2.48% Q4 2025 Jan 27, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 36,497 6,613 0.01% 0.03% 142 -78,503 -68.26% Q4 2025 Feb 17, 2026
CM WEALTH ADVISORS LLC History Added to 36,321 6,581 1.49% 1.64% 143 +1,135 3.23% Q4 2025 Jan 26, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 35,007 6,343 0.08% 0.05% 144 +14,375 69.67% Q4 2025 Feb 10, 2026
PRUDENTIAL FINANCIAL INC History Reduced 34,722 6,341 0.01% 0.01% 145 -7,887 -18.51% Q4 2025 Feb 13, 2026
Independent Family Office, LLC History No change 34,597 6,269 2.62% 2.59% 146 0 0.0% Q4 2025 Feb 13, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 34,293 6,214 1.63% 1.56% 147 +3,856 12.67% Q4 2025 Feb 13, 2026
Idaho Trust Co History Added to 33,521 6,074 2.01% 1.9% 148 +1,543 4.83% Q4 2025 Feb 05, 2026
ARIEL INVESTMENTS, LLC History Reduced 33,319 6,037 0.07% 0.09% 149 -11,646 -25.9% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 33,198 6,015 0.01% 0.01% 150 +5,452 19.65% Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History Reduced 33,154 6,007 0.2% 0.2% 151 -183 -0.55% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 32,539 5,896 0.12% 0.13% 152 +1,323 4.24% Q4 2025 Feb 09, 2026
Brooklyn FI, LLC History Reduced 32,199 5,834 1.25% 1.31% 153 -888 -2.68% Q4 2025 Jan 21, 2026
XML Financial, LLC History Added to 32,193 5,833 0.48% 0.44% 154 +1,299 4.2% Q4 2025 Feb 11, 2026
Avantax Planning Partners, Inc. History Reduced 32,115 5,819 0.16% 0.16% 155 -50 -0.16% Q4 2025 Feb 05, 2026
McLean Asset Management Corp History Reduced 29,750 5,762 1.03% 1.12% 156 -378 -1.25% Q4 2025 Jan 16, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 31,677 5,740 0.46% 0.48% 157 +233 0.74% Q4 2025 Feb 12, 2026
INSTRUMENTAL WEALTH, LLC History Added to 27,924 5,607 3.36% 0.15% 158 +26,751 2280.56% Q4 2025 Feb 27, 2026
GLENMEDE TRUST CO NA History New 30,911 5,601 0.03% — 159 +30,911 New Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 31,118 5,564 0.02% 0.02% 160 +817 2.7% Q4 2025 Feb 10, 2026
FLOW TRADERS U.S. LLC History Reduced 30,615 5,548 0.18% 0.3% 161 -11,621 -27.51% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Reduced 30,048 5,445 0.06% 0.07% 162 -1,176 -3.77% Q4 2025 Jan 15, 2026
MidFirst Bank History New 29,307 5,310 0.42% — 163 +29,307 New Q4 2025 Feb 25, 2026
Financial Synergies Wealth Advisors, Inc. History Reduced 28,612 5,184 0.5% 0.54% 164 -1,780 -5.86% Q4 2025 Feb 06, 2026
WESBANCO BANK INC History Reduced 28,363 5,139 0.14% 0.15% 165 -2,169 -7.1% Q4 2025 Feb 03, 2026
InvesTrust History Added to 28,122 5,095 1.97% 1.82% 166 +78 0.28% Q4 2025 Jan 14, 2026
BOKF, NA History Added to 27,992 5,072 0.08% 0.06% 167 +3,651 15.0% Q4 2025 Feb 03, 2026
P SCHOENFELD ASSET MANAGEMENT LP History New 27,500 4,983 1.76% — 168 +27,500 New Q4 2025 Feb 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 27,140 4,917 0.27% 0.27% 169 0 0.0% Q4 2025 Feb 13, 2026
STEVENS CAPITAL PARTNERS History Reduced 26,634 4,826 1.26% 1.41% 170 -12 -0.05% Q4 2025 Jan 27, 2026
SENTINEL WEALTH MANAGEMENT, INC. History No change 26,352 4,775 3.96% 4.05% 171 0 0.0% Q4 2025 Jan 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 26,340 4,773 0.07% 0.07% 172 +858 3.37% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 26,148 4,738 0.01% 0.02% 173 -30,621 -53.94% Q4 2025 Jan 23, 2026
RWA WEALTH PARTNERS, LLC History Added to 25,844 4,683 0.05% 0.05% 174 +17 0.07% Q4 2025 Feb 12, 2026
Noble Family Wealth, LLC History Added to 25,703 4,657 0.98% 0.99% 175 +185 0.72% Q4 2025 Jan 07, 2026
Cambridge Investment Research Advisors, Inc. History Added to 25,210 4,568 0.01% 0.01% 176 +1,288 5.38% Q4 2025 Feb 05, 2026
Whitegate Investment Counselors, Inc. History Reduced 24,574 4,453 1.39% 1.43% 177 -46 -0.19% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 24,219 4,388 0.08% 0.05% 178 +11,402 88.96% Q4 2025 Feb 06, 2026
Equitable Holdings, Inc. History Added to 23,919 4,334 0.03% 0.03% 179 +272 1.15% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Added to 23,766 4,306 0.02% 0.02% 180 +609 2.63% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 23,366 4,234 0.08% 0.04% 181 +15,044 180.77% Q4 2025 Feb 13, 2026
CITY HOLDING CO History Added to 22,880 4,146 0.51% 0.51% 182 +125 0.55% Q4 2025 Jan 22, 2026
BARCLAYS PLC History Reduced 22,809 4,133 0.0% 0.0% 183 -2,572 -10.13% Q4 2025 Feb 13, 2026
BLUELINE ADVISORS LLC History New 22,669 4,107 3.35% — 184 +22,669 New Q4 2025 Feb 10, 2026
Parkside Financial Bank & Trust History Reduced 22,643 4,103 0.31% 0.31% 185 -95 -0.42% Q4 2025 Feb 13, 2026
Sierra Capital LLC History Added to 22,492 4,076 0.43% 0.44% 186 +5 0.02% Q4 2025 Feb 18, 2026
CANTOR FITZGERALD, L. P. History New 22,179 4,019 0.06% — 187 +22,179 New Q4 2025 Feb 17, 2026
Risk Paradigm Group, LLC History New 22,164 4,016 3.86% — 188 +22,164 New Q4 2025 Feb 17, 2026
Bare Financial Services, Inc History Reduced 22,138 4,011 1.12% 1.17% 189 -61 -0.27% Q4 2025 Feb 06, 2026
ROYCE & ASSOCIATES LP History Reduced 21,662 3,925 0.04% 0.22% 190 -104,453 -82.82% Q4 2025 Feb 09, 2026
Bishop & Co Investment Management, LLC History Reduced 21,404 3,878 1.28% 1.28% 191 -323 -1.49% Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 21,245 3,849 0.01% 0.02% 192 +2,433 12.93% Q4 2025 Feb 18, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History New 21,203 3,842 0.06% — 193 +21,203 New Q4 2025 Jan 05, 2026
RPg Family Wealth Advisory, LLC History Added to 20,940 3,794 0.83% 0.37% 194 +11,482 121.4% Q4 2025 Feb 13, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History No change 20,676 3,746 0.59% 0.6% 195 0 0.0% Q4 2025 Jan 14, 2026
FELL CAPITAL MANAGEMENT /ADV History New 20,547 3,723 3.63% — 196 +20,547 New Q4 2025 Mar 27, 2026
Atlas Brown,Inc. History Reduced 20,257 3,670 1.09% 1.06% 197 -86 -0.42% Q4 2025 Jan 09, 2026
Texas Yale Capital Corp. History No change 19,896 3,605 0.11% 0.11% 198 0 0.0% Q4 2025 Feb 10, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Reduced 19,351 3,506 0.5% 0.54% 199 -797 -3.96% Q4 2025 Feb 13, 2026
Foundation Wealth Management, LLC\PA History Reduced 19,021 3,446 1.25% 1.46% 200 -2,234 -10.51% Q4 2025 Jan 15, 2026
Prosperity Planning, Inc. History Added to 18,735 3,395 0.89% 0.87% 201 +577 3.18% Q4 2025 Jan 14, 2026
Sterling Capital Management LLC History Reduced 18,709 3,390 0.06% 0.07% 202 -6,479 -25.72% Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Added to 17,489 3,390 0.57% 0.53% 203 +27 0.15% Q4 2025 Feb 06, 2026
BBR PARTNERS, LLC History New 18,449 3,343 0.18% — 204 +18,449 New Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History Reduced 18,215 3,301 0.11% 0.12% 205 -140 -0.76% Q4 2025 Feb 13, 2026
Geneos Wealth Management Inc. History Added to 18,063 3,273 0.08% 0.08% 206 +1,196 7.09% Q4 2025 Jan 28, 2026
Brady Martz Wealth Solutions, LLC History Added to 17,982 3,258 0.57% 0.58% 207 +53 0.3% Q4 2025 Jan 15, 2026
OneDigital Investment Advisors LLC History No change 17,773 3,220 0.03% 0.03% 208 0 0.0% Q4 2025 Feb 13, 2026
INVESTMENT PARTNERS, LTD. History Added to 17,633 3,195 1.12% 1.09% 209 +63 0.36% Q4 2025 Feb 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 17,626 3,194 0.04% 0.04% 210 +855 5.1% Q4 2025 Jan 29, 2026
GHP Investment Advisors, Inc. History Reduced 17,458 3,163 0.13% 0.13% 211 -240 -1.36% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 17,454 3,162 0.02% 0.01% 212 +6,572 60.39% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 17,134 3,104 0.08% 0.07% 213 +153 0.9% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 16,793 3,043 0.04% 0.04% 214 +15 0.09% Q4 2025 Feb 09, 2026
Visionary Wealth Advisors History Reduced 16,624 3,012 0.14% 0.15% 215 -963 -5.48% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 16,599 3,007 0.05% 0.06% 216 +3 0.02% Q4 2025 Jan 16, 2026
Wealthfront Advisers LLC History Added to 16,533 2,995 0.01% 0.01% 217 +2,573 18.43% Q4 2025 Jan 30, 2026
Midwest Trust Co History Reduced 16,186 2,933 0.04% 0.04% 218 -455 -2.73% Q4 2025 Feb 04, 2026
Mill Creek Capital Advisors, LLC History Reduced 16,126 2,922 0.06% 0.07% 219 -4,415 -21.49% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History New 16,059 2,910 0.06% — 220 +16,059 New Q4 2025 Feb 12, 2026
Finley Financial, LLC History Reduced 15,540 2,816 1.29% 1.31% 221 -530 -3.3% Q4 2025 Jan 21, 2026
Kelsey Financial, LLC History New 15,393 2,789 2.4% — 222 +15,393 New Q4 2025 Jan 23, 2026
Asset Management Group, Inc. History Added to 15,390 2,788 0.45% 0.44% 223 +74 0.48% Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Added to 15,348 2,781 0.02% 0.01% 224 +5,633 57.98% Q4 2025 Jan 05, 2026
ATLAS CAPITAL ADVISORS INC. History New 15,205 2,755 0.31% — 225 +15,205 New Q4 2025 Feb 13, 2026
TICINO WEALTH History New 15,165 2,748 1.02% — 226 +15,165 New Q4 2025 Jan 27, 2026
Meramec Financial Planners, LLC History New 13,553 2,714 1.06% — 227 +13,553 New Q4 2025 Feb 10, 2026
Wealth Architects, LLC History Reduced 14,890 2,698 0.24% 0.25% 228 -165 -1.1% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 14,760 2,674 0.03% 0.02% 229 +5,561 60.45% Q4 2025 Feb 05, 2026
SVB WEALTH LLC History Reduced 14,683 2,660 0.16% 0.16% 230 -2,513 -14.61% Q4 2025 Feb 04, 2026
STOCK YARDS BANK & TRUST CO History Added to 14,605 2,646 0.08% 0.08% 231 +833 6.05% Q4 2025 Jan 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 14,504 2,628 0.03% 0.03% 232 -28 -0.19% Q4 2025 Jan 22, 2026
FIRST FOUNDATION ADVISORS History Added to 14,491 2,625 0.1% 0.09% 233 +665 4.81% Q4 2025 Feb 04, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 14,412 2,611 0.06% 0.07% 234 -1,347 -8.55% Q4 2025 Feb 03, 2026
Klingman & Associates, LLC History Added to 14,297 2,590 0.12% 0.12% 235 +1,355 10.47% Q4 2025 Jan 29, 2026
QUADRANT CAPITAL GROUP LLC History Added to 14,172 2,568 0.08% 0.07% 236 +2,065 17.06% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History Added to 13,972 2,531 0.03% 0.02% 237 +4,223 43.32% Q4 2025 Jan 16, 2026
Roundview Capital LLC History Added to 13,963 2,530 0.16% 0.12% 238 +3,202 29.76% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 13,871 2,513 0.01% 0.01% 239 +8,497 158.11% Q4 2025 Feb 03, 2026
TORONTO DOMINION BANK History Reduced 13,837 2,507 0.0% 0.0% 240 -1,600 -10.36% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Reduced 13,764 2,494 0.01% 0.01% 241 -1,220 -8.14% Q4 2025 Feb 11, 2026
Synergy Asset Management, LLC History New 13,705 2,483 0.26% — 242 +13,705 New Q4 2025 Jan 13, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 13,432 2,434 0.01% 0.01% 243 -1,650 -10.94% Q4 2025 Feb 06, 2026
FIRST NATIONAL BANK OF OMAHA History New 13,283 2,426 0.07% — 244 +13,283 New Q4 2025 Feb 13, 2026
Hardy Reed LLC History No change 13,312 2,412 0.17% 0.17% 245 0 0.0% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Added to 13,283 2,407 0.06% 0.04% 247 +5,547 71.7% Q4 2025 Feb 17, 2026
Dorsey & Whitney Trust CO LLC History No change 13,283 2,407 0.13% 0.12% 246 0 0.0% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 13,232 2,397 0.01% 0.01% 248 +1,835 16.1% Q4 2025 Feb 12, 2026
VANCE WEALTH, LLC History Reduced 13,233 2,397 0.71% 0.75% 249 -499 -3.63% Q4 2025 Feb 17, 2026
LMG Wealth Partners, LLC History Reduced 13,166 2,385 0.44% 0.46% 250 -883 -6.29% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 13,032 2,361 0.01% 0.01% 251 -610 -4.47% Q4 2025 Feb 09, 2026
BHK Investment Advisors, LLC History Added to 12,892 2,336 0.77% 0.79% 252 +852 7.08% Q4 2025 Feb 03, 2026
Falcon Wealth Planning History Reduced 12,882 2,334 0.2% 0.21% 253 -317 -2.4% Q4 2025 Feb 03, 2026
WASHINGTON TRUST BANK History Reduced 12,802 2,319 0.16% 0.17% 254 -1 -0.01% Q4 2025 Feb 04, 2026
AE Wealth Management LLC History Reduced 12,711 2,303 0.01% 0.02% 255 -1,761 -12.17% Q4 2025 Jan 26, 2026
Weinberger Asset Management, Inc History Reduced 12,631 2,288 0.82% 0.91% 256 -1,609 -11.3% Q4 2025 Feb 09, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 12,599 2,283 0.15% 0.16% 257 -804 -6.0% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History New 12,526 2,269 0.01% — 258 +12,526 New Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Reduced 12,480 2,261 0.04% 0.05% 259 -1,423 -10.24% Q4 2025 Jan 14, 2026
Tradition Wealth Management, LLC History No change 12,478 2,261 0.16% 0.16% 260 0 0.0% Q4 2025 Feb 11, 2026
McAdam, LLC History Reduced 12,399 2,246 0.1% 0.11% 261 -403 -3.15% Q4 2025 Feb 13, 2026
Allegheny Financial Group History Added to 12,374 2,242 0.33% 0.41% 262 +36 0.29% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 12,357 2,239 0.02% 0.02% 263 +3,615 41.35% Q4 2025 Jan 23, 2026
Penobscot Investment Management Company, Inc. History Reduced 12,332 2,234 0.17% 0.17% 264 -21 -0.17% Q4 2025 Jan 27, 2026
Towerpoint Wealth, LLC History Reduced 12,208 2,212 0.88% 0.89% 265 -26 -0.21% Q4 2025 Jan 15, 2026
SkyOak Wealth, LLC History Reduced 12,021 2,178 0.39% 0.4% 266 -59 -0.49% Q4 2025 Feb 05, 2026
Performa Ltd (US), LLC History Reduced 11,999 2,174 0.55% 2.46% 267 -40,500 -77.14% Q4 2025 Feb 10, 2026
Snowden Capital Advisors LLC History Added to 11,956 2,166 0.06% 0.05% 268 +1,041 9.54% Q4 2025 Feb 17, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 11,858 2,148 0.06% 0.06% 269 0 0.0% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Added to 11,837 2,145 0.04% 0.04% 270 +302 2.62% Q4 2025 Feb 11, 2026
MB, LEVIS & ASSOCIATES, LLC History Added to 11,823 2,142 0.9% 0.9% 271 +61 0.52% Q4 2025 Jan 14, 2026
FAS Wealth Partners, Inc. History Added to 11,752 2,129 0.14% 0.14% 272 +36 0.31% Q4 2025 Feb 18, 2026
CITIGROUP INC History Reduced 11,654 2,111 0.0% 0.0% 273 -37,528 -76.3% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Reduced 11,360 2,058 0.03% 0.03% 274 -109 -0.95% Q4 2025 Feb 17, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History Added to 11,151 2,020 0.05% 0.03% 275 +5,263 89.39% Q4 2025 Feb 09, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 11,096 2,010 1.3% 1.83% 276 -8,091 -42.17% Q4 2025 Feb 09, 2026
Vawter Financial, Ltd. History Reduced 11,033 1,999 0.84% 0.91% 277 -300 -2.65% Q4 2025 Feb 02, 2026
Pointe Capital Management LLC History Added to 11,016 1,996 0.99% 0.9% 278 +580 5.56% Q4 2025 Feb 17, 2026
Merit Financial Group, LLC History Added to 10,982 1,990 0.02% 0.02% 279 +1,406 14.68% Q4 2025 Jan 26, 2026
Checchi Capital Advisers, LLC History Reduced 10,960 1,986 0.1% 0.33% 280 -25,389 -69.85% Q4 2025 Jan 27, 2026
Wilmington Savings Fund Society, FSB History Added to 10,870 1,969 0.05% 0.05% 281 +39 0.36% Q4 2025 Feb 12, 2026
TFB Advisors LLC History Reduced 10,848 1,965 0.55% 0.57% 282 -113 -1.03% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 10,809 1,958 0.04% 0.06% 283 -4,599 -29.85% Q4 2025 Feb 18, 2026
Peloton Wealth Strategists History Added to 10,799 1,957 0.76% 0.74% 284 +99 0.93% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 10,715 1,941 0.02% 0.01% 285 +5,059 89.44% Q4 2025 Feb 03, 2026
JMG Financial Group, Ltd. History Reduced 10,599 1,920 0.05% 0.05% 286 -73 -0.68% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History New 10,574 1,916 0.0% — 287 +10,574 New Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 10,426 1,889 0.0% 0.0% 288 +604 6.15% Q4 2025 Jan 29, 2026
FIRST MANHATTAN CO. LLC. History Added to 10,314 1,869 0.0% 0.0% 289 +168 1.66% Q4 2025 Feb 17, 2026
Shakespeare Wealth Management, LLC History Reduced 10,091 1,828 0.4% 0.41% 290 -11 -0.11% Q4 2025 Feb 06, 2026
NWAM LLC History Reduced 10,039 1,822 0.1% 0.1% 291 -181 -1.77% Q4 2025 Feb 04, 2026
Atlantic Union Bankshares Corp History Added to 10,050 1,821 0.03% 0.03% 292 +23 0.23% Q4 2025 Feb 04, 2026
Wealth Advisory Solutions, LLC History Reduced 9,969 1,806 0.42% 0.43% 293 -12 -0.12% Q4 2025 Jan 16, 2026
Legacy Edge Advisors, LLC History New 9,891 1,792 0.2% — 295 +9,891 New Q4 2025 Feb 02, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History Added to 9,890 1,792 0.08% 0.02% 294 +7,980 417.8% Q4 2025 Feb 12, 2026
Wealth Dimensions Group, Ltd. History Reduced 9,875 1,789 0.35% 0.37% 296 -327 -3.21% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 9,692 1,756 0.03% 0.03% 297 -189 -1.91% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 9,644 1,747 0.02% 0.02% 298 +392 4.24% Q4 2025 Jan 20, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Added to 10,065 1,746 0.84% 0.85% 299 +283 2.89% Q4 2025 Jan 09, 2026
WealthPlan Investment Management, LLC History Added to 9,568 1,733 0.11% 0.11% 300 +371 4.03% Q4 2025 Feb 05, 2026
Legacy Bridge, LLC History Reduced 9,335 1,691 0.69% 0.69% 301 -95 -1.01% Q4 2025 Jan 23, 2026
HBK Sorce Advisory LLC History Added to 8,440 1,690 0.04% 0.04% 302 +567 7.2% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 9,291 1,683 0.04% 0.03% 303 +3,800 69.2% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 9,087 1,646 0.01% 0.01% 304 +2,874 46.26% Q4 2025 Feb 17, 2026
Windward Private Wealth Management Inc. History Reduced 9,086 1,646 0.57% 0.61% 305 -907 -9.08% Q4 2025 Feb 02, 2026
SilverOak Wealth Management LLC History No change 9,053 1,640 0.26% 0.27% 306 0 0.0% Q4 2025 Jan 28, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 9,036 1,637 0.07% 0.07% 307 0 0.0% Q4 2025 Feb 17, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 9,022 1,634 0.12% 0.13% 308 -299 -3.21% Q4 2025 Feb 09, 2026
DAVENPORT & Co LLC History Reduced 9,005 1,631 0.01% 0.01% 309 -2,684 -22.96% Q4 2025 Jan 12, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 8,933 1,618 0.17% 0.18% 310 -105 -1.16% Q4 2025 Jan 09, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 8,892 1,611 0.08% 0.09% 311 -608 -6.4% Q4 2025 Feb 11, 2026
Squire Investment Management Company, LLC History Added to 8,833 1,600 0.48% 0.47% 312 +617 7.51% Q4 2025 Jan 22, 2026
Meridian Wealth Management, LLC History Added to 8,682 1,573 0.06% 0.05% 313 +1,344 18.32% Q4 2025 Feb 04, 2026
Atlas Legacy Advisors, LLC History Added to 8,634 1,564 0.27% 0.19% 314 +3,193 58.68% Q4 2025 Jan 29, 2026
St. Louis Trust Co History No change 8,485 1,537 0.18% 0.19% 315 0 0.0% Q4 2025 Feb 09, 2026
COZAD ASSET MANAGEMENT INC History Reduced 8,481 1,536 0.12% 0.13% 316 -582 -6.42% Q4 2025 Feb 13, 2026
Stordahl Capital Management, Inc. History Added to 8,459 1,532 0.32% 0.31% 317 +120 1.44% Q4 2025 Jan 27, 2026
Cornerstone Wealth Management, LLC History Added to 8,404 1,522 0.08% 0.08% 318 +341 4.23% Q4 2025 Feb 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 8,391 1,520 0.03% 0.03% 319 +336 4.17% Q4 2025 Feb 12, 2026
Relyea Zuckerberg Hanson LLC History Reduced 8,384 1,519 0.15% 0.16% 320 -32 -0.38% Q4 2025 Jan 20, 2026
American Financial Advisors, LLC History Reduced 8,376 1,517 0.2% 0.21% 321 -836 -9.08% Q4 2025 Feb 03, 2026
Retirement Planning Group, LLC History Reduced 8,326 1,508 0.05% 0.05% 322 -5 -0.06% Q4 2025 Feb 03, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 8,263 1,497 1.27% 1.3% 323 +80 0.98% Q4 2025 Jan 26, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 8,104 1,468 0.14% 0.16% 324 -1,215 -13.04% Q4 2025 Feb 23, 2026
626 Financial, LLC History Added to 8,099 1,467 0.63% 0.53% 325 +1,224 17.8% Q4 2025 Feb 05, 2026
Argent Trust Co History No change 7,860 1,424 0.05% 0.05% 326 0 0.0% Q4 2025 Feb 10, 2026
Cornerstone Wealth Advisors, Inc. History Reduced 7,851 1,422 0.33% 0.35% 327 -360 -4.38% Q4 2025 Jan 14, 2026
Altiora Financial Group, LLC History No change 7,831 1,419 0.24% 0.25% 328 0 0.0% Q4 2025 Feb 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 7,781 1,410 0.02% 0.01% 329 +2,717 53.65% Q4 2025 Feb 06, 2026
Veery Capital, LLC History Added to 7,736 1,401 0.43% 0.43% 330 +80 1.04% Q4 2025 Jan 27, 2026
Frederick Financial Consultants, LLC History Reduced 7,698 1,395 0.76% 0.78% 331 -141 -1.8% Q4 2025 Feb 10, 2026
Fifth Third Wealth Advisors LLC History Reduced 7,623 1,381 0.05% 0.05% 332 -59 -0.77% Q4 2025 Jan 15, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 7,614 1,379 0.07% 0.07% 333 -724 -8.68% Q4 2025 Feb 04, 2026
Rodgers & Associates, LTD History Added to 7,607 1,378 0.14% 0.1% 334 +2,100 38.13% Q4 2025 Jan 22, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 7,475 1,354 0.04% 0.04% 335 -204 -2.66% Q4 2025 Jan 30, 2026
Harbour Capital Advisors, LLC History No change 7,405 1,354 0.28% 0.27% 336 0 0.0% Q4 2025 Jan 07, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 7,445 1,349 0.47% 0.48% 337 -28 -0.37% Q4 2025 Feb 09, 2026
Pacific Ridge Capital Partners, LLC History New 7,251 1,313 0.29% — 338 +7,251 New Q4 2025 Feb 04, 2026
PITTENGER & ANDERSON INC History No change 7,125 1,291 0.05% 0.05% 339 0 0.0% Q4 2025 Feb 02, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 7,089 1,284 0.52% 0.52% 340 +73 1.04% Q4 2025 Feb 11, 2026
Eukles Asset Management History Added to 7,071 1,281 0.5% 0.48% 341 +38 0.54% Q4 2025 Feb 09, 2026
River Road Asset Management, LLC History New 7,064 1,280 0.01% — 342 +7,064 New Q4 2025 Feb 24, 2026
Quantinno Capital Management LP History Added to 7,039 1,275 0.0% 0.0% 343 +3,840 120.04% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 6,939 1,257 0.01% 0.01% 344 -2,237 -24.38% Q4 2025 Feb 13, 2026
Perfromance Wealth Partners, LLC History No change 6,890 1,248 0.03% 0.03% 345 0 0.0% Q4 2025 Jan 21, 2026
LOWERY THOMAS, LLC History Reduced 6,827 1,237 0.7% 0.81% 346 -1,139 -14.3% Q4 2025 Jan 26, 2026
Ashton Thomas Private Wealth, LLC History Added to 6,818 1,235 0.03% 0.03% 347 +5 0.07% Q4 2025 Jan 29, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 6,790 1,230 0.04% 0.05% 348 -876 -11.43% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 6,742 1,221 0.04% 0.03% 349 +965 16.7% Q4 2025 Feb 10, 2026
Greenspring Advisors, LLC History New 6,734 1,220 0.07% — 350 +6,734 New Q4 2025 Feb 10, 2026
RENAISSANCE TECHNOLOGIES LLC History New 6,700 1,214 0.0% — 351 +6,700 New Q4 2025 Feb 12, 2026
UMB Bank, n.a. History Reduced 6,686 1,211 0.02% 0.02% 352 -338 -4.81% Q4 2025 Feb 13, 2026
Ategra Capital Management, LLC History No change 6,678 1,210 0.58% 0.7% 353 0 0.0% Q4 2025 Feb 17, 2026
Galvin, Gaustad & Stein, LLC History New 6,629 1,201 0.09% — 354 +6,629 New Q4 2025 Jan 23, 2026
Nuveen, LLC History New 6,625 1,200 0.0% — 355 +6,625 New Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 6,596 1,195 0.07% 0.03% 356 +3,919 146.4% Q4 2025 Feb 10, 2026
LMCG INVESTMENTS, LLC History Reduced 6,570 1,190 0.07% 0.07% 357 -194 -2.87% Q4 2025 Feb 03, 2026
Mutual Advisors, LLC History Reduced 6,558 1,188 0.03% 0.03% 358 -88 -1.32% Q4 2025 Feb 02, 2026
PDS Planning, Inc History Added to 6,458 1,170 0.08% 0.08% 359 +18 0.28% Q4 2025 Jan 26, 2026
Aptus Capital Advisors, LLC History Reduced 6,442 1,167 0.01% 0.01% 360 -23 -0.36% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Added to 6,430 1,165 0.05% 0.03% 361 +986 18.11% Q4 2025 Feb 17, 2026
Evanson Asset Management, LLC History Reduced 6,425 1,164 0.06% 0.06% 362 -2 -0.03% Q4 2025 Jan 12, 2026
OpenArc Corporate Advisory, LLC History New 6,320 1,145 0.02% — 363 +6,320 New Q4 2025 Feb 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 6,306 1,142 0.1% 0.16% 364 0 0.0% Q4 2025 Feb 11, 2026
Financial Guidance Group, Inc. History Reduced 6,240 1,130 0.46% 0.5% 365 -23 -0.37% Q4 2025 Jan 26, 2026
Moran Wealth Management, LLC History Reduced 6,223 1,127 0.03% 0.07% 367 -7,151 -53.47% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 6,220 1,127 0.0% 0.0% 366 +4,310 225.65% Q4 2025 Feb 17, 2026
Calydon Capital History Added to 6,204 1,124 0.19% 0.17% 368 +36 0.58% Q4 2025 Feb 17, 2026
INSIGHT 2811, INC. History Reduced 6,197 1,122 0.49% 0.51% 369 -315 -4.84% Q4 2025 Feb 03, 2026
Valeo Financial Advisors, LLC History Reduced 6,156 1,115 0.02% 0.03% 370 -164 -2.59% Q4 2025 Feb 04, 2026
Private Wealth Asset Management, LLC History Added to 6,141 1,112 0.12% 0.12% 371 +265 4.51% Q4 2025 Feb 10, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 5,603 1,096 0.01% 0.01% 372 -2,370 -29.73% Q4 2025 Jan 28, 2026
HighMark Wealth Management LLC History Reduced 6,022 1,091 0.44% 0.47% 373 -5 -0.08% Q4 2025 Feb 05, 2026
First Bancorp, Inc /ME/ History No change 6,000 1,087 0.58% 0.56% 374 0 0.0% Q4 2025 Jan 26, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 5,984 1,084 0.16% 0.16% 375 -114 -1.87% Q4 2025 Feb 09, 2026
Horizon Investments, LLC History Added to 5,899 1,068 0.01% 0.0% 377 +3,782 178.65% Q4 2025 Feb 02, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 5,899 1,068 0.12% 0.12% 376 -279 -4.52% Q4 2025 Jan 29, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 5,841 1,058 0.05% 0.05% 378 -20 -0.34% Q4 2025 Feb 02, 2026
Crescent Grove Advisors, LLC History Added to 5,835 1,057 0.1% 0.1% 379 +137 2.4% Q4 2025 Feb 11, 2026
Grey Fox Wealth Advisors, LLC History Reduced 5,794 1,049 0.21% 0.22% 380 -268 -4.42% Q4 2025 Feb 12, 2026
Smartleaf Asset Management LLC History Added to 5,723 1,045 0.04% 0.05% 381 +1,306 29.57% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Added to 5,582 1,011 0.03% 0.02% 382 +1,408 33.73% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 5,539 1,003 0.03% 0.03% 383 -173 -3.03% Q4 2025 Jan 07, 2026
Integrated Advisors Network LLC History Added to 5,539 1,003 0.04% 0.04% 384 +25 0.45% Q4 2025 Feb 17, 2026
Clarion Wealth Managment Partners, LLC History Reduced 5,519 1,000 0.93% 1.02% 385 -312 -5.35% Q4 2025 Feb 05, 2026
American State Bank (Iowa) History Added to 5,470 991 0.48% 0.48% 387 +143 2.68% Q4 2025 Apr 14, 2026
Affinity Capital Advisors, LLC History Reduced 5,471 991 0.14% 0.15% 386 -4 -0.07% Q4 2025 Jan 09, 2026
Atom Investors LP History Reduced 5,461 989 0.08% 3.07% 388 -223,908 -97.62% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Reduced 5,457 988 0.01% 0.01% 389 -372 -6.38% Q4 2025 Feb 02, 2026
E&G Advisors, LP History Reduced 5,429 983 0.22% 0.23% 390 -100 -1.81% Q4 2025 Jan 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 5,398 978 0.02% — 391 +5,398 New Q4 2025 Feb 19, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 5,367 972 0.01% 0.01% 392 +36 0.68% Q4 2025 Jan 30, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 5,353 969 0.6% 0.6% 393 +17 0.32% Q4 2025 Jan 21, 2026
Maxele Advisors, LLC History Added to 5,308 961 0.78% 0.78% 395 +176 3.43% Q4 2025 Feb 05, 2026
Disciplined Investments, LLC History Reduced 5,307 961 0.37% 0.37% 394 -20 -0.38% Q4 2025 Feb 05, 2026
North Star Investment Management Corp. History Reduced 5,273 955 0.06% 0.06% 396 -21 -0.4% Q4 2025 Jan 30, 2026
Linden Thomas Advisory Services, LLC History New 5,263 953 0.1% — 397 +5,263 New Q4 2025 Jan 16, 2026
Johnson Financial Group, Inc. History Added to 5,236 948 0.04% 0.02% 398 +1,531 41.32% Q4 2025 Feb 12, 2026
CULBERTSON A N & CO INC History Reduced 5,151 933 0.13% 0.13% 399 -60 -1.15% Q4 2025 Jan 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,122 928 0.01% 0.01% 400 +19 0.37% Q4 2025 Feb 11, 2026
Carbahal Olsen Financial Services Group, LLC History Added to 5,061 917 0.7% 0.71% 401 +60 1.2% Q4 2025 Feb 02, 2026
CI INVESTMENTS INC. History Reduced 5,059 916 0.0% 0.0% 402 -1,008 -16.61% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History New 5,031 911 0.01% — 404 +5,031 New Q4 2025 Feb 06, 2026
NorthRock Partners, LLC History Added to 5,028 911 0.02% 0.01% 403 +1,094 27.81% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 5,026 910 0.03% 0.03% 405 -102 -1.99% Q4 2025 Feb 13, 2026
SOL Capital Management CO History Reduced 5,010 908 0.08% 0.08% 406 -50 -0.99% Q4 2025 Jan 30, 2026
VAUGHAN & Co SECURITIES, INC. History Reduced 4,959 898 0.46% 0.47% 407 -12 -0.24% Q4 2025 Jan 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 4,954 897 0.15% — 408 +4,954 New Q4 2025 Feb 12, 2026
Rehmann Capital Advisory Group History Added to 4,947 896 0.05% 0.05% 409 +237 5.03% Q4 2025 Mar 04, 2026
Retirement Investment Advisors, Inc. History Added to 4,934 894 0.07% 0.06% 410 +751 17.95% Q4 2025 Jan 21, 2026
MMA ASSET MANAGEMENT LLC History Reduced 4,922 891 0.32% 0.3% 411 -223 -4.33% Q4 2025 Feb 03, 2026
Carnegie Investment Counsel History Added to 4,906 889 0.02% 0.02% 412 +30 0.62% Q4 2025 Jan 23, 2026
Bedel Financial Consulting, Inc. History Added to 4,895 887 0.1% 0.1% 413 +355 7.82% Q4 2025 Jan 28, 2026
Capula Management Ltd History New 4,880 884 0.0% — 414 +4,880 New Q4 2025 Feb 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 4,851 879 0.37% 0.37% 415 0 0.0% Q4 2025 Feb 06, 2026
Arista Wealth Management, LLC History No change 4,804 870 0.11% 0.11% 416 0 0.0% Q4 2025 Feb 09, 2026
ARK & TLK INVESTMENTS, LLC History No change 4,804 870 0.24% 0.27% 417 0 0.0% Q4 2025 Feb 10, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 4,793 868 0.23% 0.29% 418 -997 -17.22% Q4 2025 Feb 06, 2026
MWA Asset Management History Reduced 4,759 862 0.48% 0.48% 419 -127 -2.6% Q4 2025 Jan 29, 2026
Cascade Financial Partners, LLC History Reduced 4,741 859 0.09% 0.1% 420 -291 -5.78% Q4 2025 Feb 06, 2026
Renasant Bank History Reduced 4,723 855 0.58% 0.54% 421 -113 -2.34% Q4 2025 Jan 30, 2026
Center for Financial Planning, Inc. History Reduced 4,699 851 0.09% 0.09% 422 -61 -1.28% Q4 2025 Feb 05, 2026
Opus Capital Group, LLC History Reduced 4,693 850 0.09% 0.09% 423 -25 -0.53% Q4 2025 Jan 30, 2026
RF&L WEALTH MANAGEMENT, LLC History No change 4,690 849 0.48% 0.49% 424 0 0.0% Q4 2025 Jan 09, 2026
Diversified Investment Strategies, LLC History Reduced 4,646 841 0.55% 0.56% 425 -150 -3.13% Q4 2025 Feb 09, 2026
Guidance Point Advisors, LLC History Added to 4,632 840 0.19% 0.2% 426 +62 1.36% Q4 2025 Feb 11, 2026
Jordan Park Group LLC History Reduced 4,629 838 0.05% 0.06% 427 -904 -16.34% Q4 2025 Feb 10, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 4,604 834 0.08% 0.07% 428 0 0.0% Q4 2025 Feb 06, 2026
Composition Wealth, LLC History Reduced 4,576 829 0.01% 0.01% 429 -24 -0.52% Q4 2025 Feb 02, 2026
Wealthspire Retirement, LLC History Reduced 4,574 828 0.05% 0.05% 430 -37 -0.8% Q4 2025 Feb 18, 2026
Kingsview Wealth Management, LLC History Added to 4,480 811 0.01% 0.01% 431 +91 2.07% Q4 2025 Feb 09, 2026
PINNACLE ASSOCIATES LTD History Added to 4,459 807 0.01% 0.01% 432 +281 6.73% Q4 2025 Feb 05, 2026
Naviter Wealth, LLC History No change 4,439 804 0.1% 0.09% 433 0 0.0% Q4 2025 Jan 21, 2026
CHEMUNG CANAL TRUST CO History Added to 4,422 801 0.16% 0.13% 434 +860 24.14% Q4 2025 Jan 14, 2026
Garde Capital, Inc. History Reduced 4,423 801 0.05% 0.04% 435 -2 -0.05% Q4 2025 Feb 10, 2026
Firestone Capital Management History No change 4,422 801 0.17% 0.17% 436 0 0.0% Q4 2025 Feb 09, 2026
Evercore Wealth Management, LLC History No change 4,400 797 0.01% 0.01% 437 0 0.0% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 4,390 795 0.0% 0.0% 438 +100 2.33% Q4 2025 Feb 12, 2026
Connecticut Wealth Management, LLC History No change 4,388 795 0.03% 0.03% 439 0 0.0% Q4 2025 Feb 12, 2026
Bricktown Capital, LLC History No change 4,386 794 0.13% 0.13% 440 0 0.0% Q4 2025 Jan 15, 2026
DRAVO BAY LLC History Reduced 4,362 790 0.33% 0.36% 441 -299 -6.41% Q4 2025 Jan 27, 2026
Widmann Financial Services, Inc. History Added to 4,330 784 0.48% 0.48% 442 +1 0.02% Q4 2025 Feb 18, 2026
Auxano Advisors, LLC History Reduced 4,322 783 0.15% 0.16% 443 -13 -0.3% Q4 2025 Feb 06, 2026
EVOKE WEALTH, LLC History Added to 4,240 768 0.01% 0.02% 444 +11 0.26% Q4 2025 Feb 06, 2026
Blake Schutter Theil Wealth Advisors, LLC History Added to 4,172 756 0.62% 0.73% 445 +12 0.29% Q4 2025 Feb 02, 2026
World Investment Advisors History Added to 4,171 755 0.01% 0.01% 447 +391 10.34% Q4 2025 Mar 12, 2026
PRIVATE TRUST CO NA History Added to 4,170 755 0.07% 0.06% 446 +204 5.14% Q4 2025 Jan 26, 2026
Chicago Partners Investment Group LLC History Added to 3,812 745 0.02% 0.01% 448 +651 20.59% Q4 2025 Jan 28, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 4,095 742 0.06% 0.06% 449 -140 -3.31% Q4 2025 Feb 17, 2026
DAVIDSON TRUST CO History Reduced 4,058 735 0.31% 0.3% 450 -80 -1.93% Q4 2025 Jan 27, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 4,045 732 0.01% 0.01% 451 -25 -0.61% Q4 2025 Feb 05, 2026
Magnus Financial Group LLC History Reduced 4,029 730 0.06% 0.06% 452 -156 -3.73% Q4 2025 Jan 07, 2026
BESSEMER GROUP INC History Reduced 3,994 724 0.0% 0.0% 453 -31 -0.77% Q4 2025 Feb 05, 2026
Aprio Wealth Management, LLC History Added to 3,986 722 0.04% 0.07% 454 +1 0.03% Q4 2025 Jan 29, 2026
Tillman Hartley LLC History No change 3,986 722 0.18% 0.18% 455 0 0.0% Q4 2025 Feb 13, 2026
DWR WEALTH MANAGEMENT, LLC History New 3,949 721 0.67% — 456 +3,949 New Q4 2025 Mar 31, 2026
Apella Capital, LLC History Reduced 3,972 719 0.01% 0.02% 457 -126 -3.07% Q4 2025 Jan 21, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 3,953 716 0.05% 0.05% 458 0 0.0% Q4 2025 Jan 26, 2026
Eagle Strategies LLC History Added to 3,946 715 0.09% 0.09% 459 +207 5.54% Q4 2025 Jan 23, 2026
MILLENNIUM MANAGEMENT LLC History New 3,938 713 0.0% — 460 +3,938 New Q4 2025 Feb 17, 2026
Stegner Investment Associates Inc. History Added to 3,919 710 0.38% 0.37% 461 +57 1.48% Q4 2025 Jan 30, 2026
Plum Street Advisors, LLC History Added to 3,880 703 0.25% 0.24% 462 +343 9.7% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 3,875 702 0.03% 0.03% 463 +321 9.03% Q4 2025 Feb 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 3,876 702 0.25% 0.24% 464 +67 1.76% Q4 2025 Jan 09, 2026
Russell Investments Group, Ltd. History Reduced 3,872 701 0.0% 0.0% 465 -117 -2.93% Q4 2025 Feb 17, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 3,843 696 0.11% 0.11% 466 +140 3.78% Q4 2025 Feb 11, 2026
Prospera Financial Services Inc History Reduced 3,824 693 0.01% 0.01% 467 -825 -17.75% Q4 2025 Feb 09, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History New 3,821 692 0.0% — 468 +3,821 New Q4 2025 Feb 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 3,817 691 0.02% 0.02% 469 -95 -2.43% Q4 2025 Jan 12, 2026
Kaufman Rossin Wealth, LLC History New 3,809 690 0.36% — 471 +3,809 New Q4 2025 Jan 14, 2026
Foster Group, Inc. History Reduced 3,808 690 0.02% 0.02% 470 -273 -6.69% Q4 2025 Jan 12, 2026
Perigon Wealth Management, LLC History Reduced 3,795 687 0.01% 0.01% 472 -80 -2.06% Q4 2025 Jan 16, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 3,786 685 0.3% 0.32% 473 -24 -0.63% Q4 2025 Feb 13, 2026
Gladstone Institutional Advisory LLC History Reduced 3,755 680 0.03% 0.03% 474 -6 -0.16% Q4 2025 Feb 17, 2026
Hirtle Callaghan & Co LLC History Reduced 3,719 673 0.02% 0.03% 475 -1,158 -23.74% Q4 2025 Feb 04, 2026
Avior Wealth Management, LLC History Added to 3,707 671 0.02% 0.02% 476 +85 2.35% Q4 2025 Jan 06, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 3,699 670 0.01% 0.01% 477 +1,316 55.22% Q4 2025 Feb 05, 2026
WELCH & FORBES LLC History Reduced 3,675 665 0.01% 0.01% 478 -50 -1.34% Q4 2025 Feb 10, 2026
Diversified Portfolios, Inc. History Reduced 3,672 665 0.06% 0.06% 479 -44 -1.18% Q4 2025 Feb 09, 2026
Heck Capital Advisors, LLC History Reduced 3,669 664 0.05% 0.05% 480 -245 -6.26% Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History No change 3,653 661 0.16% 0.17% 481 0 0.0% Q4 2025 Jan 12, 2026
Smithfield Trust Co History Reduced 3,700 660 0.03% 0.03% 482 -159 -4.12% Q4 2025 Feb 09, 2026
Strategic Blueprint, LLC History Added to 3,638 659 0.04% 0.02% 483 +422 13.12% Q4 2025 Jan 30, 2026
Palisades Hudson Asset Management, L.P. History Added to 3,610 654 0.25% 0.23% 484 +13 0.36% Q4 2025 Jan 30, 2026
Sigma Planning Corp History Added to 3,613 654 0.02% 0.02% 485 +11 0.31% Q4 2025 Jan 30, 2026
NBC SECURITIES, INC. History Added to 3,606 653 0.05% 0.05% 486 +130 3.74% Q4 2025 Jan 29, 2026
Heritage Wealth Advisors History No change 3,600 652 0.02% 0.03% 487 0 0.0% Q4 2025 Feb 13, 2026
KLINGENSTEIN FIELDS & CO LP History No change 3,582 649 0.02% 0.02% 488 0 0.0% Q4 2025 Feb 13, 2026
Ascent Group, LLC History Added to 3,559 644 0.02% 0.02% 489 +32 0.91% Q4 2025 Jan 20, 2026
Chicago Capital, LLC History No change 3,511 636 0.02% 0.02% 490 0 0.0% Q4 2025 Jan 26, 2026
Ullmann Wealth Partners Group, LLC History No change 3,588 635 0.07% 0.07% 491 0 0.0% Q4 2025 Feb 12, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 3,485 631 0.22% 0.22% 492 +19 0.55% Q4 2025 Jan 21, 2026
Curtis Advisory Group, LLC History Reduced 3,468 628 0.13% 0.14% 493 -62 -1.76% Q4 2025 Jan 23, 2026
Belpointe Asset Management LLC History New 3,460 627 0.02% — 494 +3,460 New Q4 2025 Jan 27, 2026
RED REEF ADVISORS LLC History New 3,446 624 0.64% — 497 +3,446 New Q4 2025 Apr 08, 2026
Strategies Wealth Advisors, LLC History Reduced 3,448 624 0.06% 0.07% 496 -307 -8.18% Q4 2025 Feb 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 3,444 624 0.09% 0.1% 495 +8 0.23% Q4 2025 Jan 12, 2026
BIP Wealth, LLC History Reduced 3,441 623 0.02% 0.03% 498 -15 -0.43% Q4 2025 Jan 21, 2026
Pine Valley Investments Ltd Liability Co History Added to 3,430 621 0.03% 0.03% 499 +32 0.94% Q4 2025 Feb 13, 2026
McKinley Carter Wealth Services, Inc. History Reduced 3,400 616 0.03% 0.03% 500 -22 -0.64% Q4 2025 Feb 06, 2026
American Wealth Advisors, LLC History Added to 3,401 616 0.6% 0.59% 501 +20 0.59% Q4 2025 Jan 26, 2026
Capital Group Private Client Services, Inc. History Added to 3,383 612 0.01% 0.01% 502 +17 0.51% Q4 2025 Feb 11, 2026
Sound View Wealth Advisors Group, LLC History Added to 3,353 607 0.04% 0.04% 503 +1 0.03% Q4 2025 Jan 08, 2026
Haverford Trust Co History Reduced 3,347 606 0.01% 0.01% 504 -33 -0.98% Q4 2025 Feb 13, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 3,152 603 0.04% 0.02% 505 +1,448 84.98% Q4 2025 Feb 13, 2026
ALESCO ADVISORS LLC History No change 3,325 602 0.02% 0.02% 506 0 0.0% Q4 2025 Jan 28, 2026
Caldwell Trust Co History No change 3,305 598 0.05% 0.05% 507 0 0.0% Q4 2025 Jan 30, 2026
EQUITABLE TRUST CO History Added to 3,292 596 0.03% 0.01% 508 +1,586 92.97% Q4 2025 Feb 02, 2026
PFG Investments, LLC History Added to 3,294 596 0.03% 0.03% 509 +73 2.27% Q4 2025 Jan 26, 2026
SCS Capital Management LLC History Reduced 3,284 595 0.01% 0.01% 510 -23 -0.7% Q4 2025 Feb 10, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 3,284 595 0.06% 0.06% 511 0 0.0% Q4 2025 Feb 13, 2026
Archvest Wealth Advisors, Inc. History Added to 3,277 593 0.38% 0.49% 512 +142 4.53% Q4 2025 Feb 13, 2026
Yardley Wealth Management LLC History No change 3,275 593 0.32% 0.32% 513 0 0.0% Q4 2025 Feb 05, 2026
Intrepid Financial Planning Group LLC History Reduced 3,270 592 0.23% 0.22% 514 -36 -1.09% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 3,245 588 0.03% 0.04% 515 -250 -7.15% Q4 2025 Jan 14, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 3,239 587 0.05% 0.18% 516 -9,935 -75.41% Q4 2025 Jan 20, 2026
Smith Thornton Advisors LLC History No change 3,225 584 0.3% 0.3% 517 0 0.0% Q4 2025 Jan 14, 2026
KDK Private Wealth Management, LLC History Reduced 3,212 582 0.51% 0.59% 518 -87 -2.64% Q4 2025 Feb 12, 2026
Capital Analysts, LLC History Reduced 3,203 580 0.02% 0.03% 519 -2,100 -39.6% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Added to 3,198 579 0.01% 0.01% 520 +1,093 51.92% Q4 2025 Jan 22, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 2,976 570 0.03% 0.03% 521 +187 6.7% Q4 2025 Feb 03, 2026
Forum Financial Management, LP History No change 3,144 569 0.01% 0.01% 522 0 0.0% Q4 2025 Jan 27, 2026
Icon Wealth Advisors, LLC History No change 3,144 569 0.04% 0.04% 523 0 0.0% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 3,082 558 0.04% 0.04% 524 0 0.0% Q4 2025 Jan 23, 2026
TRUST CO OF VERMONT History Reduced 3,059 554 0.02% 0.03% 525 -269 -8.08% Q4 2025 Jan 16, 2026
Key FInancial Inc History No change 3,062 554 0.1% 0.1% 526 0 0.0% Q4 2025 Feb 09, 2026
True North Advisors, LLC History No change 3,028 548 0.07% 0.08% 527 0 0.0% Q4 2025 Jan 22, 2026
Embree Financial Group History Added to 3,023 547 0.07% 0.07% 528 +162 5.66% Q4 2025 Jan 14, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 3,014 546 0.04% 0.04% 529 +17 0.57% Q4 2025 Jan 07, 2026
Broadview Financial Management, LLC History Added to 3,013 545 0.36% 0.35% 530 +37 1.24% Q4 2025 Feb 13, 2026
Sage Capital Management, LLC History Added to 3,001 544 0.25% 0.24% 531 +13 0.44% Q4 2025 Jan 15, 2026
Keudell/Morrison Wealth Management History New 3,000 543 0.11% — 533 +3,000 New Q4 2025 Feb 06, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 2,999 543 0.03% 0.03% 532 0 0.0% Q4 2025 Jan 21, 2026
Riverbend Wealth Management, LLC History No change 3,000 543 0.34% 0.37% 534 0 0.0% Q4 2025 Jan 29, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 2,994 542 0.09% — 535 +2,994 New Q4 2025 Feb 18, 2026
SAX WEALTH ADVISORS, LLC History Reduced 2,986 541 0.03% 0.03% 537 -583 -16.34% Q4 2025 Jan 12, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 2,986 541 0.01% 0.01% 536 +296 11.0% Q4 2025 Feb 05, 2026
CASTLE WEALTH MANAGEMENT LLC History Added to 2,988 541 0.18% 0.18% 538 +1 0.03% Q4 2025 Jan 22, 2026
ST GERMAIN D J CO INC History No change 2,976 539 0.02% 0.02% 539 0 0.0% Q4 2025 Jan 29, 2026
Focus Financial Network, Inc. History Reduced 2,967 537 0.02% 0.02% 541 -279 -8.6% Q4 2025 Jan 12, 2026
WealthPLAN Partners, LLC History No change 2,968 537 0.08% 0.08% 540 0 0.0% Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 2,959 536 0.01% 0.01% 542 -154 -4.95% Q4 2025 Feb 06, 2026
Legacy Advisors, LLC History Reduced 2,949 534 0.06% 0.07% 543 -414 -12.31% Q4 2025 Jan 27, 2026
Ancora Advisors LLC History No change 2,923 529 0.01% 0.01% 544 0 0.0% Q4 2025 Feb 17, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 2,896 524 0.05% 0.04% 545 +4 0.14% Q4 2025 Jan 30, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Reduced 2,884 522 0.05% 0.11% 546 -3,000 -50.99% Q4 2025 Feb 09, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 2,872 520 0.03% 0.04% 547 -492 -14.63% Q4 2025 Feb 11, 2026
INTEGRITY ALLIANCE, LLC. History Added to 2,869 519 0.02% 0.01% 548 +1,247 76.88% Q4 2025 Feb 09, 2026
SUMMIT WEALTH GROUP LLC / CO History New 2,862 518 0.07% — 549 +2,862 New Q4 2025 Feb 04, 2026
St. Clair Advisors, LLC History No change 2,856 517 0.13% 0.13% 550 0 0.0% Q4 2025 Jan 20, 2026
Maltin Wealth Management, Inc. History Added to 2,818 510 0.2% 0.21% 552 +13 0.46% Q4 2025 Jan 15, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 2,818 510 0.06% 0.06% 551 0 0.0% Q4 2025 Jan 22, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 2,806 508 0.06% 0.06% 553 0 0.0% Q4 2025 Feb 04, 2026
SHAKER INVESTMENTS LLC/OH History New 2,800 507 0.21% — 554 +2,800 New Q4 2025 Jan 30, 2026
Berkeley, Inc History Added to 2,783 504 0.16% 0.16% 555 +1 0.04% Q4 2025 Jan 26, 2026
Procyon Advisors, LLC History Added to 2,781 503 0.02% 0.03% 556 +247 9.75% Q4 2025 Jan 07, 2026
Legacy Capital Group California, Inc. History Added to 2,773 502 0.12% 0.12% 557 +78 2.89% Q4 2025 Jan 28, 2026
WASATCH ADVISORS LP History New 2,765 501 0.0% — 558 +2,765 New Q4 2025 Feb 12, 2026
New Age Alpha Advisors, LLC History Added to 2,757 499 0.02% 0.01% 559 +825 42.7% Q4 2025 Feb 09, 2026
Cadence Bank History Reduced 2,746 497 0.03% 0.03% 560 -13 -0.47% Q4 2025 Jan 30, 2026
Creekside Partners History Added to 2,742 496 0.21% 0.21% 561 +6 0.22% Q4 2025 Feb 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 2,721 493 0.04% 0.04% 562 0 0.0% Q4 2025 Feb 03, 2026
Paulson Wealth Management Inc. History Reduced 2,700 489 0.11% 0.11% 563 -14 -0.52% Q4 2025 Feb 05, 2026
WEALTH ALLIANCE, LLC History New 2,686 486 0.05% — 564 +2,686 New Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,672 484 0.01% 0.0% 565 +478 21.79% Q4 2025 Feb 02, 2026
APPLETON PARTNERS INC/MA History Reduced 2,654 481 0.03% 0.03% 566 -288 -9.79% Q4 2025 Jan 09, 2026
Stonebridge Financial Planning Group, LLC History Added to 2,659 481 0.17% 0.17% 567 +149 5.94% Q4 2025 Feb 05, 2026
VISTA INVESTMENT PARTNERS LLC History New 2,620 474 0.12% — 568 +2,620 New Q4 2025 Jan 16, 2026
Compound Planning, Inc. History Reduced 2,602 471 0.01% 0.02% 569 -1,383 -34.71% Q4 2025 Feb 19, 2026
Strategic Wealth Advisors LLC History New 2,590 469 0.4% — 570 +2,590 New Q4 2025 Feb 03, 2026
Sankala Group LLC History New 2,372 468 0.37% — 571 +2,372 New Q4 2025 Mar 02, 2026
First Western Trust Bank History No change 2,581 467 0.02% 0.02% 572 0 0.0% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Reduced 2,574 466 0.0% 0.0% 574 -288 -10.06% Q4 2025 Feb 10, 2026
SAGE FINANCIAL GROUP INC History Reduced 2,574 466 0.03% 0.03% 573 -284 -9.94% Q4 2025 Jan 27, 2026
Legacy Trust History Added to 2,568 465 0.09% 0.06% 575 +879 52.04% Q4 2025 Jan 22, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 2,530 458 0.13% 0.14% 576 0 0.0% Q4 2025 Feb 11, 2026
Total Clarity Wealth Management, Inc. History Added to 2,512 455 0.11% 0.06% 577 +1,312 109.33% Q4 2025 Feb 02, 2026
BTC Capital Management, Inc. History No change 2,496 452 0.03% 0.03% 578 0 0.0% Q4 2025 Jan 15, 2026
Spire Wealth Management History Reduced 2,473 448 0.02% 0.02% 580 -189 -7.1% Q4 2025 Jan 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 2,474 448 0.01% 0.01% 579 +2 0.08% Q4 2025 Feb 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 2,469 447 0.03% 0.02% 582 +981 65.93% Q4 2025 Feb 12, 2026
Trust Point Inc. History No change 2,472 447 0.04% 0.04% 581 0 0.0% Q4 2025 Jan 13, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Reduced 2,445 443 0.13% 0.14% 583 -58 -2.32% Q4 2025 Feb 11, 2026
Friday Financial History Added to 2,443 442 0.16% 0.18% 585 +61 2.56% Q4 2025 Jan 09, 2026
Lutz Financial Services LLC History Reduced 2,440 442 0.03% 0.03% 584 -8 -0.33% Q4 2025 Feb 06, 2026
Ausdal Financial Partners, Inc. History Added to 2,436 441 0.02% 0.02% 586 +15 0.62% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 2,433 440 0.01% 0.01% 588 +320 15.14% Q4 2025 Feb 04, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 2,428 440 0.09% 0.1% 587 +14 0.58% Q4 2025 Feb 10, 2026
FULTON BANK, N.A. History Added to 2,426 439 0.02% 0.01% 589 +802 49.38% Q4 2025 Jan 08, 2026
Colonial Trust Co / SC History Reduced 2,406 439 0.06% 0.06% 590 -7 -0.29% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 2,418 438 0.01% 0.01% 591 -49 -1.99% Q4 2025 Feb 12, 2026
Vise Technologies, Inc. History New 2,404 435 0.01% — 592 +2,404 New Q4 2025 Feb 11, 2026
Emergent Wealth Advisors, LLC History Added to 2,397 434 0.24% 0.24% 593 +12 0.5% Q4 2025 Jan 14, 2026
RHUMBLINE ADVISERS History Added to 2,385 432 0.0% 0.0% 594 +932 64.14% Q4 2025 Feb 13, 2026
Paragon Capital Management Ltd History Reduced 2,388 432 0.09% 0.08% 595 -86 -3.48% Q4 2025 Jan 22, 2026
Keebeck Wealth Management History Reduced 2,379 431 0.05% 0.06% 597 -290 -10.87% Q4 2025 Feb 17, 2026
Pettinga Financial Advisors LLC History Reduced 2,382 431 0.08% 0.09% 596 -175 -6.84% Q4 2025 Feb 12, 2026
Gator Capital Management, LLC History No change 2,375 430 0.09% 0.11% 598 0 0.0% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History No change 2,369 429 0.01% 0.01% 599 0 0.0% Q4 2025 Jan 26, 2026
CROBAN History Reduced 2,362 428 0.21% 0.29% 600 -107 -4.33% Q4 2025 Feb 13, 2026
Cornell Pochily Investment Advisors, Inc. History Added to 2,358 427 0.12% 0.09% 601 +739 45.65% Q4 2025 Jan 20, 2026
Centennial Bank/AR/ History Reduced 2,355 426 0.17% 0.19% 602 -350 -12.94% Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Reduced 2,347 425 0.05% 0.06% 603 -136 -5.48% Q4 2025 Jan 13, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 2,341 424 0.5% 0.49% 604 0 0.0% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 2,327 421 0.0% 0.0% 605 +1,121 92.95% Q4 2025 Jan 29, 2026
Diversified Enterprises, LLC History Added to 2,326 421 0.03% 0.02% 606 +417 21.84% Q4 2025 Jan 28, 2026
Annandale Capital, LLC History Added to 2,301 417 0.05% 0.04% 607 +893 63.42% Q4 2025 Feb 12, 2026
Triad Wealth Partners, LLC History Reduced 2,300 416 0.04% 0.05% 608 -20 -0.86% Q4 2025 Jan 22, 2026
CJM Wealth Advisers, Ltd. History Added to 2,292 415 0.12% 0.12% 609 +17 0.75% Q4 2025 Jan 23, 2026
NICOLET BANKSHARES INC History Reduced 2,289 414 0.07% 0.07% 610 -222 -8.84% Q4 2025 Feb 09, 2026
Freestone Capital Holdings, LLC History Added to 2,287 414 0.01% 0.01% 611 +115 5.29% Q4 2025 Jan 23, 2026
FIDUCIENT ADVISORS LLC History Reduced 2,275 412 0.05% 0.08% 612 -1,637 -41.85% Q4 2025 Feb 10, 2026
Elm Partners Management LLC History No change 2,276 412 0.02% 0.02% 613 0 0.0% Q4 2025 Feb 10, 2026
AMERICAN NATIONAL BANK & TRUST History No change 2,260 409 0.04% 0.04% 614 0 0.0% Q4 2025 Jan 20, 2026
Cambridge Financial Group, LLC History Added to 2,353 408 0.14% 0.12% 615 +199 9.24% Q4 2025 Jan 09, 2026
SAPIENT CAPITAL LLC History Added to 2,229 407 0.01% 0.0% 618 +557 33.31% Q4 2025 Feb 05, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,249 407 0.12% 0.12% 616 0 0.0% Q4 2025 Feb 12, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,251 407 0.04% 0.05% 617 0 0.0% Q4 2025 Feb 18, 2026
INVESTED ADVISORS History New 2,241 406 0.42% — 619 +2,241 New Q4 2025 Jan 26, 2026
MGO ONE SEVEN LLC History Added to 2,220 402 0.01% 0.01% 621 +93 4.37% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Reduced 2,221 402 0.03% 0.03% 620 -45 -1.99% Q4 2025 Jan 23, 2026
Capital Square, LLC History No change 2,222 402 0.21% 0.2% 622 0 0.0% Q4 2025 Feb 13, 2026
Premier Path Wealth Partners, LLC History Reduced 2,218 401 0.05% 0.05% 623 -19 -0.85% Q4 2025 Jan 22, 2026
Ameritas Advisory Services, LLC History Added to 2,204 399 0.01% 0.01% 625 +1,056 91.99% Q4 2025 Feb 04, 2026
Cannell & Spears LLC History Reduced 2,205 399 0.01% 0.01% 624 -110 -4.75% Q4 2025 Feb 17, 2026
AMARILLO NATIONAL BANK History Reduced 2,197 398 0.07% 0.07% 626 -7 -0.32% Q4 2025 Jan 28, 2026
BAXTER BROS INC History No change 2,175 394 0.05% 0.04% 627 0 0.0% Q4 2025 Jan 26, 2026
PW ADVISORS, LLC \ FL History New 2,166 392 0.31% — 629 +2,166 New Q4 2025 Feb 17, 2026
Optimist Retirement Group LLC History No change 2,164 392 0.18% 0.17% 628 0 0.0% Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 2,142 388 0.0% 0.0% 630 +65 3.13% Q4 2025 Feb 17, 2026
Tassel Capital Management, Inc. History Added to 2,137 387 0.23% 0.24% 631 +12 0.56% Q4 2025 Feb 13, 2026
Truepoint, Inc. History No change 2,124 384 0.01% 0.01% 632 0 0.0% Q4 2025 Feb 11, 2026
Diversified Trust Co History No change 2,120 384 0.01% 0.01% 633 0 0.0% Q4 2025 Jan 09, 2026
GM Advisory Group, LLC History Added to 2,115 383 0.02% 0.02% 634 +25 1.2% Q4 2025 Feb 13, 2026
Aurelius Family Office LLC History Reduced 2,072 383 0.16% 0.16% 635 -6 -0.29% Q4 2025 Jan 09, 2026
Coastwise Capital Group, LLC History Added to 2,104 381 0.19% 0.26% 637 +12 0.57% Q4 2025 Feb 12, 2026
HOWE & RUSLING INC History No change 2,108 381 0.03% 0.03% 636 0 0.0% Q4 2025 Feb 17, 2026
N.E.W. Advisory Services LLC History Reduced 2,092 379 0.03% 0.03% 638 -91 -4.17% Q4 2025 Jan 28, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 2,087 378 0.08% 0.08% 639 0 0.0% Q4 2025 Jan 28, 2026
MATHER GROUP, LLC. History Added to 2,084 377 0.0% 0.0% 640 +70 3.48% Q4 2025 Jan 13, 2026
Krilogy Financial LLC History Reduced 1,937 377 0.01% 0.01% 641 -44 -2.22% Q4 2025 Jan 27, 2026
STEPH & CO History Reduced 2,072 375 0.11% 0.12% 642 -116 -5.3% Q4 2025 Jan 23, 2026
Fort Point Capital Partners LLC History No change 1,907 372 0.04% 0.04% 643 0 0.0% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Reduced 2,052 371 0.02% 0.02% 644 -49 -2.33% Q4 2025 Feb 03, 2026
Skyline Advisors, Inc. History Added to 2,038 369 0.12% 0.12% 645 +12 0.59% Q4 2025 Jan 12, 2026
Y-Intercept (Hong Kong) Ltd History New 2,020 366 0.01% — 647 +2,020 New Q4 2025 Feb 13, 2026
Well Done, LLC History Added to 2,025 366 0.05% 0.06% 646 +1 0.05% Q4 2025 Jan 13, 2026
BridgePort Financial Solutions, LLC History Reduced 2,016 365 0.1% 0.11% 650 -263 -11.54% Q4 2025 Jan 16, 2026
Allen Investment Management, LLC History No change 2,017 365 0.0% 0.0% 648 0 0.0% Q4 2025 Feb 10, 2026
Crestwood Advisors Group, LLC History No change 2,016 365 0.01% 0.01% 649 0 0.0% Q4 2025 Feb 03, 2026
Leo Wealth, LLC History Added to 2,002 362 0.03% 0.04% 653 +351 21.26% Q4 2025 Jan 21, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,000 362 0.24% 0.23% 651 0 0.0% Q4 2025 Feb 17, 2026
Regency Capital Management Inc.\DE History No change 2,000 362 0.15% 0.17% 652 0 0.0% Q4 2025 Feb 11, 2026
BCI SECURITIES, INC. History New 1,988 360 3.11% — 654 +1,988 New Q4 2025 Feb 17, 2026
Investment Advisory Group, LLC History Added to 1,985 359 0.09% 0.06% 655 +690 53.28% Q4 2025 Jan 23, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 1,978 358 0.01% 0.01% 656 -47 -2.32% Q4 2025 Jan 28, 2026
W ADVISORS, LLC History No change 1,950 353 0.18% 0.18% 657 0 0.0% Q4 2025 Feb 13, 2026
McMill Wealth Management History No change 1,948 353 0.1% 0.1% 658 0 0.0% Q4 2025 Feb 23, 2026
Aspen Grove Capital, LLC History No change 1,937 351 0.06% 0.06% 659 0 0.0% Q4 2025 Feb 17, 2026
Plante Moran Financial Advisors, LLC History Added to 1,924 348 0.02% 0.02% 660 +48 2.56% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 1,910 346 0.01% 0.01% 661 +9 0.47% Q4 2025 Feb 02, 2026
Sharp Wealth Advisory, LLC History Added to 1,907 345 0.17% 0.13% 662 +532 38.69% Q4 2025 Jan 16, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 1,903 344 0.04% 0.04% 663 +1 0.05% Q4 2025 Feb 13, 2026
Rossmore Private Capital History Added to 1,897 343 0.03% 0.02% 665 +957 101.81% Q4 2025 Feb 05, 2026
WEDBUSH SECURITIES INC History Added to 1,895 343 0.01% 0.01% 664 +388 25.75% Q4 2025 Feb 12, 2026
U.S. Capital Wealth Advisors, LLC History Added to 1,898 343 0.01% 0.01% 666 +95 5.27% Q4 2025 Jan 23, 2026
CHAPIN DAVIS, INC. History No change 1,856 336 0.08% 0.08% 667 0 0.0% Q4 2025 Jan 30, 2026
Clarius Group, LLC History No change 1,852 335 0.02% 0.02% 668 0 0.0% Q4 2025 Jan 14, 2026
Advyzon Investment Management, LLC History New 1,839 333 0.04% — 669 +1,839 New Q4 2025 Feb 13, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 1,819 329 0.06% — 671 +1,819 New Q4 2025 Feb 13, 2026
Three Bridge Wealth Advisors, LLC History No change 1,820 329 0.09% 0.08% 670 0 0.0% Q4 2025 Feb 10, 2026
WESTWOOD HOLDINGS GROUP INC History New 1,810 327 0.0% — 672 +1,810 New Q4 2025 Feb 17, 2026
Peak Asset Management, LLC History No change 1,805 327 0.06% 0.06% 673 0 0.0% Q4 2025 Feb 05, 2026
Linscomb Wealth, Inc. History No change 1,785 323 0.01% 0.01% 674 0 0.0% Q4 2025 Feb 10, 2026
Financial Engines Advisors L.L.C. History Reduced 1,771 320 0.0% 0.0% 676 -55 -3.01% Q4 2025 Feb 12, 2026
Navigation Wealth Management, Inc. History Reduced 1,768 320 0.48% 0.46% 677 -8 -0.45% Q4 2025 Jan 29, 2026
StoneX Group Inc. History No change 1,766 320 0.01% 0.01% 675 0 0.0% Q4 2025 Feb 12, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 1,747 319 0.05% 0.06% 679 -124 -6.63% Q4 2025 Jan 08, 2026
MATRIX ASSET ADVISORS INC/NY History No change 1,765 319 0.03% 0.03% 678 0 0.0% Q4 2025 Jan 16, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,757 318 0.04% 0.04% 680 0 0.0% Q4 2025 Jan 14, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,758 318 0.05% 0.05% 681 0 0.0% Q4 2025 Jan 27, 2026
Investmark Advisory Group LLC History Added to 1,754 317 0.14% 0.13% 682 +20 1.15% Q4 2025 Jan 28, 2026
IHT Wealth Management, LLC History Reduced 1,743 315 0.01% 0.01% 683 -170 -8.89% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 1,737 314 0.02% 0.02% 684 +2 0.12% Q4 2025 Jan 20, 2026
Oath Planning, LLC History New 1,733 313 0.31% — 685 +1,733 New Q4 2025 Feb 12, 2026
WEDGEWOOD INVESTORS INC /PA/ History Reduced 1,721 311 0.35% 0.36% 686 -127 -6.87% Q4 2025 Feb 04, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 1,690 306 0.1% 0.1% 687 -21 -1.23% Q4 2025 Jan 22, 2026
Verum Partners LLC History Added to 1,688 305 0.06% 0.06% 688 +9 0.54% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Reduced 1,949 303 0.01% 0.01% 689 -69 -3.42% Q4 2025 Feb 11, 2026
New England Private Wealth Advisors LLC History Added to 1,673 303 0.04% 0.04% 690 +5 0.3% Q4 2025 Feb 13, 2026
EIGHT 31 FINANCIAL, LLC History Added to 1,667 302 0.17% 0.16% 691 +56 3.48% Q4 2025 Feb 12, 2026
DiNuzzo Private Wealth, Inc. History No change 1,665 301 0.03% 0.03% 692 0 0.0% Q4 2025 Jan 16, 2026
DECISION INVESTMENTS, INC History New 1,634 296 0.32% — 693 +1,634 New Q4 2025 Feb 17, 2026
Destination Wealth Management History Added to 1,625 294 0.01% 0.01% 694 +70 4.5% Q4 2025 Feb 13, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 1,624 294 0.07% 0.07% 695 -14 -0.85% Q4 2025 Jan 28, 2026
Hudson Bay Capital Management LP History New 1,622 293 0.0% — 696 +1,622 New Q4 2025 Feb 13, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 1,611 291 0.02% 0.02% 697 -45 -2.72% Q4 2025 Jan 28, 2026
Joel Isaacson & Co., LLC History Added to 1,584 287 0.01% 0.01% 698 +108 7.32% Q4 2025 Jan 30, 2026
TCTC Holdings, LLC History No change 1,574 285 0.01% 0.01% 699 0 0.0% Q4 2025 Feb 12, 2026
BEARING POINT CAPITAL, LLC History No change 1,578 285 0.04% 0.05% 700 0 0.0% Q4 2025 Feb 10, 2026
Arete Wealth Advisors, LLC History Reduced 1,567 284 0.02% 0.03% 701 -889 -36.2% Q4 2025 Feb 13, 2026
Stonebridge Financial Group, LLC / MO History New 1,560 282 0.24% — 704 +1,560 New Q4 2025 Feb 04, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 1,560 282 0.04% 0.06% 702 -918 -37.05% Q4 2025 Feb 17, 2026
Ellis Investment Partners, LLC History No change 1,556 282 0.05% 0.05% 703 0 0.0% Q4 2025 Feb 02, 2026
Oliver Luxxe Assets LLC History Reduced 1,556 281 0.04% 0.04% 706 -39 -2.45% Q4 2025 Jan 08, 2026
Alexander Randolph Advisory, Inc. History No change 1,555 281 0.23% 0.23% 705 0 0.0% Q4 2025 Feb 05, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,556 281 0.03% 0.03% 707 0 0.0% Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History No change 1,548 280 0.1% 0.1% 708 0 0.0% Q4 2025 Jan 22, 2026
Certified Advisory Corp History Reduced 1,545 279 0.03% 0.03% 709 -532 -25.61% Q4 2025 Jan 12, 2026
Savvy Advisors, Inc. History Reduced 1,539 278 0.01% 0.01% 710 -299 -16.27% Q4 2025 Jan 20, 2026
Compass Ion Advisors, LLC History Added to 1,529 277 0.03% 0.03% 711 +33 2.21% Q4 2025 Jan 29, 2026
Capital Advantage, Inc. History Reduced 1,525 276 0.04% 0.04% 712 -38 -2.43% Q4 2025 Jan 07, 2026
Laurel Wealth Advisors LLC History New 1,516 274 0.04% — 713 +1,516 New Q4 2025 Jan 30, 2026
Empower Advisory Group, LLC History Reduced 1,515 274 0.0% 0.0% 714 -848 -35.89% Q4 2025 Feb 12, 2026
Elwood & Goetz Wealth Advisory Group, LLC History New 1,507 273 0.05% — 715 +1,507 New Q4 2025 Jan 21, 2026
ROMANO BROTHERS AND COMPANY History Added to 1,502 272 0.03% 0.03% 716 +84 5.92% Q4 2025 Jan 14, 2026
Oakworth Capital, Inc. History No change 1,496 271 0.01% 0.02% 717 0 0.0% Q4 2025 Jan 30, 2026
Aufman Associates Inc History No change 1,500 271 0.14% 0.15% 718 0 0.0% Q4 2025 Feb 11, 2026
Navis Wealth Advisors, LLC History No change 1,500 271 0.11% 0.2% 719 0 0.0% Q4 2025 Feb 13, 2026
Summit Financial Wealth Advisors, LLC History No change 1,484 268 0.04% 0.04% 720 0 0.0% Q4 2025 Jan 27, 2026
Independence Bank of Kentucky History No change 1,484 268 0.03% 0.03% 721 0 0.0% Q4 2025 Jan 20, 2026
CERTUITY, LLC History Reduced 1,459 264 0.02% 0.02% 722 -261 -15.17% Q4 2025 Jan 30, 2026
Northstar Group, Inc. History No change 1,455 263 0.04% 0.04% 723 0 0.0% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 1,448 262 0.01% 0.01% 724 +15 1.05% Q4 2025 Feb 06, 2026
UNION SAVINGS BANK History New 1,440 260 0.11% — 726 +1,440 New Q4 2025 Mar 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History New 1,439 260 0.01% — 727 +1,439 New Q4 2025 Jan 28, 2026
Live Oak Private Wealth LLC History No change 1,438 260 0.04% 0.04% 725 0 0.0% Q4 2025 Jan 23, 2026
Westwood Wealth Management History New 1,430 259 0.19% — 730 +1,430 New Q4 2025 Jan 20, 2026
Asset Dedication, LLC History Reduced 1,434 259 0.02% 0.02% 728 -92 -6.03% Q4 2025 Jan 26, 2026
Gotham Asset Management, LLC History No change 1,433 259 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 17, 2026
Clientfirst Wealth Management, LLC History No change 1,430 259 0.21% 0.2% 731 0 0.0% Q4 2025 Feb 06, 2026
Lionshead Wealth Management, LLC History No change 1,430 259 0.19% 0.2% 732 0 0.0% Q4 2025 Jan 13, 2026
DIVERSIFIED MANAGEMENT INC History New 1,408 255 0.06% — 733 +1,408 New Q4 2025 Jan 26, 2026
CHATHAM CAPITAL GROUP, INC. History No change 1,410 255 0.04% 0.04% 734 0 0.0% Q4 2025 Jan 14, 2026
Hoxton Planning & Management, LLC History No change 1,409 255 0.08% 0.08% 735 0 0.0% Q4 2025 Feb 11, 2026
MATAURO, LLC History Added to 1,403 254 0.04% 0.04% 736 +8 0.57% Q4 2025 Jan 16, 2026
Smith Salley Wealth Management History No change 1,399 253 0.01% 0.01% 737 0 0.0% Q4 2025 Jan 27, 2026
Shepherd Financial Partners LLC History Reduced 1,385 250 0.02% 0.02% 738 -80 -5.46% Q4 2025 Feb 10, 2026
Traveka Wealth, LLC History New 1,374 248 0.1% — 739 +1,374 New Q4 2025 Jan 08, 2026
Clearwave Capital, LLC History New 1,359 246 0.18% — 741 +1,359 New Q4 2025 Mar 02, 2026
Meridian Financial Partners LLC History No change 1,246 246 0.1% 0.09% 740 0 0.0% Q4 2025 Feb 05, 2026
McNamara Financial Services, Inc. History Reduced 1,350 244 0.05% 0.05% 743 -307 -18.53% Q4 2025 Jan 21, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 1,348 244 0.01% 0.01% 742 -104 -7.16% Q4 2025 Feb 03, 2026
KLCM Advisors, Inc. History New 1,338 242 0.02% — 744 +1,338 New Q4 2025 Feb 04, 2026
CCG WEALTH MANAGEMENT, LLC History Reduced 1,337 242 0.1% 0.11% 745 -37 -2.69% Q4 2025 Jan 21, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,335 241 0.01% 0.01% 746 0 0.0% Q4 2025 Feb 12, 2026
SAXON INTERESTS, INC. History No change 1,331 241 0.08% 0.09% 747 0 0.0% Q4 2025 Feb 13, 2026
Athena Investment Management History No change 1,325 240 0.12% 0.12% 748 0 0.0% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Added to 1,315 238 0.0% 0.0% 750 +20 1.54% Q4 2025 Jan 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 1,314 238 0.0% 0.0% 749 -6 -0.45% Q4 2025 Feb 12, 2026
Keystone Wealth Services, LLC History No change 1,318 238 0.05% 0.05% 751 0 0.0% Q4 2025 Jan 26, 2026
HRT FINANCIAL LP History Reduced 1,301 235 0.0% 0.0% 752 -1,659 -56.05% Q4 2025 Feb 12, 2026
Planned Solutions, Inc. History No change 1,302 235 0.08% 0.08% 753 0 0.0% Q4 2025 Jan 28, 2026
Cladis Investment Advisory, LLC History No change 1,300 235 0.13% 0.13% 754 0 0.0% Q4 2025 Feb 13, 2026
Cypress Capital Group History No change 1,296 234 0.03% 0.03% 755 0 0.0% Q4 2025 Feb 11, 2026
Mesirow Financial Investment Management, Inc. History Reduced 1,289 233 0.0% 0.01% 757 -1,466 -53.21% Q4 2025 Feb 05, 2026
CASTLEARK MANAGEMENT LLC History New 1,290 233 0.01% — 756 +1,290 New Q4 2025 Feb 13, 2026
William Howard & Co Financial Advisors Inc History No change 1,289 233 0.2% 0.19% 758 0 0.0% Q4 2025 Jan 21, 2026
Roof Eidam Maycock Peralta, LLC History No change 1,283 232 0.05% 0.05% 759 0 0.0% Q4 2025 Jan 26, 2026
Wedmont Private Capital History Added to 1,234 231 0.01% 0.01% 760 +15 1.23% Q4 2025 Jan 08, 2026
Cannon Financial Strategists, Inc. History Added to 1,265 229 0.03% 0.03% 761 +23 1.85% Q4 2025 Feb 04, 2026
Partners in Financial Planning History Added to 1,261 228 0.04% 0.04% 763 +2 0.16% Q4 2025 Feb 02, 2026
S.A. Mason LLC History No change 1,263 228 0.09% 0.1% 762 0 0.0% Q4 2025 Jan 29, 2026
RITHOLTZ WEALTH MANAGEMENT History New 1,256 227 0.0% — 765 +1,256 New Q4 2025 Jan 23, 2026
MLP3, LLC History New 1,255 227 0.25% — 766 +1,255 New Q4 2025 Feb 13, 2026
NBT BANK N A /NY History No change 1,255 227 0.01% 0.01% 764 0 0.0% Q4 2025 Jan 23, 2026
BAYBAN History New 1,250 226 0.2% — 769 +1,250 New Q4 2025 Mar 05, 2026
FourThought Financial Partners, LLC History New 1,247 226 0.02% — 768 +1,247 New Q4 2025 Feb 06, 2026
Dakota Wealth Management History Added to 1,248 226 0.0% 0.0% 767 +30 2.46% Q4 2025 Jan 13, 2026
Prime Capital Investment Advisors, LLC History New 1,240 224 0.0% — 771 +1,240 New Q4 2025 Jan 21, 2026
1834 INVESTMENT ADVISORS CO History Reduced 1,240 224 0.03% 0.03% 770 -159 -11.37% Q4 2025 Jan 29, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 1,235 223 0.0% 0.0% 774 -5,608 -81.95% Q4 2025 Feb 17, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 1,235 223 0.01% 0.03% 772 -1,517 -55.12% Q4 2025 Jan 27, 2026
PROFESSIONAL ADVISORY SERVICES INC History No change 1,232 223 0.03% 0.03% 773 0 0.0% Q4 2025 Jan 12, 2026
Anchor Investment Management, LLC History No change 1,236 223 0.02% 0.02% 775 0 0.0% Q4 2025 Feb 26, 2026
CURIO WEALTH, LLC History New 1,195 221 0.08% — 776 +1,195 New Q4 2025 Feb 11, 2026
Timonier Family Office, LTD. History No change 1,207 218 0.07% 0.07% 777 0 0.0% Q4 2025 Feb 04, 2026
Sunpointe, LLC History No change 1,200 217 0.07% 0.08% 778 0 0.0% Q4 2025 Jan 23, 2026
Canandaigua National Trust Co of Florida History New 1,195 216 0.14% — 779 +1,195 New Q4 2025 Jan 30, 2026
M.E. ALLISON & CO., INC. History Added to 1,192 215 0.15% 0.15% 780 +7 0.59% Q4 2025 Jan 12, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 1,190 215 0.12% 0.12% 781 0 0.0% Q4 2025 Jan 28, 2026
Palisade Asset Management, LLC History No change 1,184 214 0.02% 0.02% 782 0 0.0% Q4 2025 Feb 13, 2026
CGN Advisors LLC History No change 1,183 214 0.02% 0.02% 783 0 0.0% Q4 2025 Jan 05, 2026
Genesee Capital Advisors, LLC History No change 1,170 212 0.09% 0.09% 784 0 0.0% Q4 2025 Jan 16, 2026
Roehl & Yi Investment Advisors, LLC History New 1,165 211 0.08% — 786 +1,165 New Q4 2025 Feb 17, 2026
CENTRAL TRUST Co History No change 1,167 211 0.0% 0.0% 785 0 0.0% Q4 2025 Feb 02, 2026
Tranquility Partners, LLC History New 1,148 208 0.07% — 788 +1,148 New Q4 2025 Feb 03, 2026
Blankinship & Foster, LLC History Reduced 1,150 208 0.04% 0.05% 787 -39 -3.28% Q4 2025 Jan 23, 2026
Orion Porfolio Solutions, LLC History Reduced 1,146 207 0.0% 0.0% 790 -1,325 -53.62% Q4 2025 Feb 12, 2026
GWN SECURITIES INC. History New 1,144 207 0.04% — 789 +1,144 New Q4 2025 Feb 11, 2026
Asempa Wealth Advisors History New 1,135 205 0.18% — 791 +1,135 New Q4 2025 Jan 08, 2026
WASHINGTON TRUST Co History New 1,131 204 0.01% — 792 +1,131 New Q4 2025 Feb 10, 2026
Sovran Advisors, LLC History New 1,047 204 0.02% — 794 +1,047 New Q4 2025 Jan 20, 2026
Federation des caisses Desjardins du Quebec History Added to 1,126 204 0.0% 0.0% 793 +39 3.59% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History New 1,122 203 0.01% — 795 +1,122 New Q4 2025 Jan 21, 2026
Cove Private Wealth, LLC History New 1,111 201 0.06% — 797 +1,111 New Q4 2025 Jan 23, 2026
BANK OF NOVA SCOTIA History New 1,110 201 0.0% — 796 +1,110 New Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History New 1,102 199 0.05% — 800 +1,102 New Q4 2025 Jan 15, 2026
HM PAYSON & CO History No change 1,100 199 0.0% 0.0% 798 0 0.0% Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,100 199 0.0% 0.0% 799 0 0.0% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Added to 1,090 197 0.01% 0.01% 801 +118 12.14% Q4 2025 Feb 06, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,060 192 0.01% 0.01% 802 -58 -5.19% Q4 2025 Feb 13, 2026
Cherry Tree Wealth Management, LLC History No change 1,043 189 0.04% 0.04% 803 0 0.0% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,037 187 0.01% 0.01% 804 0 0.0% Q4 2025 Feb 10, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,029 186 0.01% — 805 +1,029 New Q4 2025 Feb 03, 2026
Wealth Enhancement Trust Services, Inc. History New 988 179 0.02% — 806 +988 New Q4 2025 Jan 27, 2026
Cornerstone Planning Group LLC History Added to 917 178 0.03% 0.03% 807 +5 0.55% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Added to 981 177 0.02% 0.02% 808 +125 14.6% Q4 2025 Jan 08, 2026
Copia Wealth Management History Added to 973 176 0.13% 0.13% 809 +16 1.67% Q4 2025 Feb 06, 2026
Clearstead Trust, LLC History No change 946 171 0.03% 0.03% 810 0 0.0% Q4 2025 Feb 09, 2026
Westside Investment Management, Inc. History No change 940 170 0.03% 0.03% 811 0 0.0% Q4 2025 Jan 23, 2026
City State Bank History No change 939 170 0.05% 0.05% 812 0 0.0% Q4 2025 Jan 28, 2026
Rice Partnership, LLC History Reduced 938 169 0.02% 0.02% 813 -22 -2.29% Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History No change 925 167 0.01% 0.01% 814 0 0.0% Q4 2025 Jan 23, 2026
Washington Trust Advisors, Inc. History No change 925 167 0.01% 0.01% 815 0 0.0% Q4 2025 Feb 03, 2026
Mirae Asset Global Investments Co., Ltd. History New 900 163 0.0% — 816 +900 New Q4 2025 Jan 26, 2026
Addison Advisors LLC History No change 880 159 0.04% 0.04% 817 0 0.0% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Reduced 870 158 0.0% 0.0% 818 -220 -20.18% Q4 2025 Jan 09, 2026
Topsail Wealth Management, LLC History No change 823 149 0.02% 0.02% 819 0 0.0% Q4 2025 Feb 04, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 807 146 0.01% 0.01% 820 0 0.0% Q4 2025 Feb 12, 2026
PINNEY & SCOFIELD, INC. History No change 810 146 0.08% 0.09% 821 0 0.0% Q4 2025 Feb 13, 2026
GW&K Investment Management, LLC History New 789 143 0.0% — 823 +789 New Q4 2025 Feb 11, 2026
Red Tortoise LLC History Added to 789 143 0.06% 0.06% 824 +4 0.51% Q4 2025 Jan 22, 2026
SouthState Bank Corp History No change 793 143 0.01% 0.01% 822 0 0.0% Q4 2025 Feb 11, 2026
MOTCO History No change 782 141 0.01% 0.01% 825 0 0.0% Q4 2025 Feb 06, 2026
WealthShield Partners, LLC History No change 772 139 0.02% 0.02% 826 0 0.0% Q4 2025 Feb 03, 2026
J.Safra Asset Management Corp History New 760 137 0.01% — 827 +760 New Q4 2025 Feb 11, 2026
Basepoint Wealth LLC History New 753 136 0.08% — 830 +753 New Q4 2025 Feb 10, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 754 136 0.02% 0.02% 828 0 0.0% Q4 2025 Jan 14, 2026
GRAND WEALTH MANAGEMENT, LLC History No change 756 136 0.06% 0.06% 829 0 0.0% Q4 2025 Jan 26, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 719 130 0.01% 0.01% 831 +144 25.04% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History No change 720 130 0.01% 0.01% 832 0 0.0% Q4 2025 Jan 05, 2026
Dorato Capital Management History New 656 127 0.1% — 833 +656 New Q4 2025 Jan 16, 2026
LRI Investments, LLC History Reduced 678 122 0.01% 0.01% 834 -80 -10.55% Q4 2025 Feb 04, 2026
Navigoe, LLC History Added to 657 119 0.07% 0.07% 837 +2 0.31% Q4 2025 Feb 03, 2026
Grove Bank & Trust History No change 659 119 0.01% 0.01% 835 0 0.0% Q4 2025 Jan 08, 2026
Smallwood Wealth Investment Management, LLC History No change 658 119 0.06% 0.06% 836 0 0.0% Q4 2025 Jan 23, 2026
JDM Financial Group LLC History Reduced 655 118 0.05% 0.05% 838 -30 -4.38% Q4 2025 Feb 02, 2026
Columbia Asset Management History New 646 117 0.02% — 839 +646 New Q4 2025 Jan 28, 2026
WEST PACES ADVISORS INC. History No change 650 117 0.02% 0.02% 840 0 0.0% Q4 2025 Jan 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 647 117 0.03% 0.04% 841 0 0.0% Q4 2025 Feb 11, 2026
AlphaCore Capital LLC History Added to 629 113 0.0% 0.0% 843 +584 1297.78% Q4 2025 Feb 05, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 629 113 0.01% 0.01% 842 -6 -0.94% Q4 2025 Feb 06, 2026
EPG Wealth Management LLC History Added to 610 110 0.03% 0.03% 844 +3 0.49% Q4 2025 Jan 28, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 605 109 0.03% 0.03% 845 0 0.0% Q4 2025 Jan 23, 2026
Coston, McIsaac & Partners History Added to 597 108 0.03% 0.02% 847 +138 30.07% Q4 2025 Feb 03, 2026
NVWM, LLC History No change 600 108 0.02% 0.02% 846 0 0.0% Q4 2025 Jan 20, 2026
Ares Financial Consulting, LLC History New 575 104 0.1% — 848 +575 New Q4 2025 Jan 30, 2026
Capital Investment Advisory Services, LLC History Added to 547 99 0.01% 0.0% 849 +375 218.02% Q4 2025 Jan 21, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 542 98 0.03% 0.01% 850 +507 1448.57% Q4 2025 Jan 20, 2026
CNB Bank History Added to 546 98 0.04% 0.03% 851 +75 15.92% Q4 2025 Feb 11, 2026
CoreFirst Bank & Trust History No change 525 95 0.05% 0.05% 852 0 0.0% Q4 2025 Feb 11, 2026
Manchester Capital Management LLC History Reduced 523 94 0.01% 0.02% 853 -471 -47.38% Q4 2025 Feb 11, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 489 88 0.0% 0.0% 854 0 0.0% Q4 2025 Jan 13, 2026
3Chopt Investment Partners, LLC History No change 485 87 0.02% 0.02% 855 0 0.0% Q4 2025 Feb 10, 2026
Balentine LLC History Reduced 480 86 0.0% 0.0% 856 -39 -7.51% Q4 2025 Feb 02, 2026
Windsor Advisory Group, LLC History No change 474 85 0.08% 0.07% 857 0 0.0% Q4 2025 Feb 17, 2026
FIRST UNITED BANK & TRUST History No change 450 81 0.03% 0.03% 858 0 0.0% Q4 2025 Jan 21, 2026
Caitlin John, LLC History Reduced 437 79 0.05% 0.06% 860 -45 -9.34% Q4 2025 Feb 18, 2026
ATWOOD & PALMER INC History No change 439 79 0.0% 0.0% 859 0 0.0% Q4 2025 Jan 28, 2026
REDMONT WEALTH ADVISORS LLC History No change 430 77 0.12% 0.11% 861 0 0.0% Q4 2025 Feb 06, 2026
BOK Financial Private Wealth, Inc. History Added to 423 76 0.0% 0.0% 862 +1 0.24% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Added to 418 75 0.0% 0.0% 863 +183 77.87% Q4 2025 Jan 20, 2026
MilWealth Group LLC History No change 417 75 0.02% 0.02% 864 0 0.0% Q4 2025 Feb 02, 2026
Frazier Financial Advisors, LLC History No change 413 74 0.04% 0.04% 865 0 0.0% Q4 2025 Feb 09, 2026
SHP Wealth Management History New 405 73 0.01% — 866 +405 New Q4 2025 Mar 04, 2026
DARA CAPITAL US, INC. History New 400 72 0.06% — 868 +400 New Q4 2025 Jan 23, 2026
Seneschal Advisors, LLC History Reduced 400 72 0.05% 0.05% 869 -10 -2.44% Q4 2025 Feb 13, 2026
SOA Wealth Advisors, LLC. History Added to 401 72 0.01% 0.01% 867 +2 0.5% Q4 2025 Jan 20, 2026
Financial Perspectives, Inc History Added to 395 71 0.02% 0.02% 870 +1 0.25% Q4 2025 Jan 28, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 387 70 0.05% — 872 +387 New Q4 2025 Mar 05, 2026
Private Wealth Management Group, LLC History Added to 390 70 0.02% 0.01% 871 +270 225.0% Q4 2025 Jan 23, 2026
Community Bank, N.A. History No change 384 69 0.01% 0.01% 873 0 0.0% Q4 2025 Feb 04, 2026
EASTERN BANK History Reduced 375 67 0.0% 0.0% 874 -114 -23.31% Q4 2025 Jan 14, 2026
TD Capital Management LLC History New 366 66 0.01% — 875 +366 New Q4 2025 Feb 26, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 360 65 0.01% 0.01% 876 0 0.0% Q4 2025 Jan 20, 2026
Capital Advisors, Ltd. LLC History No change 349 63 0.01% 0.01% 877 0 0.0% Q4 2025 Jan 21, 2026
Crewe Advisors LLC History No change 353 63 0.01% 0.01% 878 0 0.0% Q4 2025 Jan 16, 2026
Marquette Asset Management, LLC History Added to 347 62 0.01% 0.01% 879 +23 7.1% Q4 2025 Jan 16, 2026
Roble, Belko & Company, Inc History No change 340 62 0.01% 0.01% 880 0 0.0% Q4 2025 Jan 12, 2026
IFC & Insurance Marketing, Inc. History New 339 61 0.06% — 883 +339 New Q4 2025 Feb 12, 2026
Bangor Savings Bank History No change 337 61 0.0% 0.0% 881 0 0.0% Q4 2025 Jan 16, 2026
BALLAST ADVISORS LLC History No change 338 61 0.02% 0.02% 882 0 0.0% Q4 2025 Feb 03, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 330 59 0.0% — 884 +330 New Q4 2025 Jan 21, 2026
HEARTLAND ADVISORS INC History New 318 57 0.0% — 886 +318 New Q4 2025 Feb 11, 2026
HAZLETT, BURT & WATSON, INC. History No change 313 57 0.02% 0.02% 885 0 0.0% Q4 2025 Feb 10, 2026
Pinnacle Bancorp, Inc. History No change 312 56 0.02% 0.02% 887 0 0.0% Q4 2025 Jan 22, 2026
Cedar Mountain Advisors, LLC History No change 313 56 0.01% 0.01% 888 0 0.0% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History No change 308 55 0.01% 0.01% 889 0 0.0% Q4 2025 Feb 13, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 308 55 0.12% 0.11% 890 0 0.0% Q4 2025 Feb 13, 2026
TrinityBridge Ltd History Added to 300 54 0.0% 0.0% 892 +75 33.33% Q4 2025 Feb 10, 2026
Ameritas Investment Partners, Inc. History Added to 300 54 0.0% 0.0% 891 +52 20.97% Q4 2025 Feb 11, 2026
Root Financial Partners, LLC History Reduced 299 54 0.0% 0.0% 893 -3 -0.99% Q4 2025 Feb 10, 2026
Covenant Partners, LLC History Reduced 294 53 0.02% 1.81% 894 -35,862 -99.19% Q4 2025 Jan 26, 2026
Integrity Financial Corp /WA History New 282 51 0.03% — 895 +282 New Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History New 281 50 0.0% — 896 +281 New Q4 2025 Feb 12, 2026
EFG International AG History New 277 50 0.0% — 899 +277 New Q4 2025 Feb 17, 2026
Evensky & Katz LLC History Reduced 274 50 0.0% 0.0% 897 -4 -1.44% Q4 2025 Feb 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 276 50 0.01% 0.01% 898 0 0.0% Q4 2025 Feb 02, 2026
United Community Bank History No change 273 49 0.02% 0.01% 900 0 0.0% Q4 2025 Jan 30, 2026
Roxbury Financial LLC History No change 275 49 0.04% 0.04% 901 0 0.0% Q4 2025 Jan 05, 2026
Redwood Park Advisors LLC History Reduced 270 48 0.03% 0.03% 902 -10 -3.57% Q4 2025 Feb 17, 2026
S&T BANK/PA History No change 261 47 0.01% 0.01% 903 0 0.0% Q4 2025 Feb 13, 2026
WPG Advisers, LLC History Reduced 239 43 0.03% 0.03% 904 -7 -2.85% Q4 2025 Jan 28, 2026
Biltmore Family Office, LLC History No change 233 42 0.01% 0.01% 905 0 0.0% Q4 2025 Feb 04, 2026
Archer Investment Corp History No change 231 41 0.01% 0.01% 906 0 0.0% Q4 2025 Jan 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 220 39 0.0% — 907 +220 New Q4 2025 Feb 13, 2026
Murphy & Mullick Capital Management Corp History No change 216 39 0.03% 0.03% 908 0 0.0% Q4 2025 Feb 10, 2026
Signature Equity Partners, LLC History New 210 37 0.02% — 910 +210 New Q4 2025 Feb 17, 2026
Pflug Koory, LLC History No change 205 37 0.02% 0.02% 909 0 0.0% Q4 2025 Jan 20, 2026
Eagle Bay Advisors LLC History New 204 36 0.03% — 913 +204 New Q4 2025 Jan 23, 2026
Salomon & Ludwin, LLC History Reduced 199 36 0.0% 0.0% 911 -2 -1.0% Q4 2025 Jan 28, 2026
CVA Family Office, LLC History No change 204 36 0.0% 0.0% 912 0 0.0% Q4 2025 Jan 12, 2026
Insight Inv LLC History No change 200 36 0.02% 0.02% 914 0 0.0% Q4 2025 Feb 06, 2026
Nalls Sherbakoff Group, LLC History No change 191 34 0.02% 0.02% 915 0 0.0% Q4 2025 Mar 12, 2026
BIRCHBROOK, INC. History No change 189 34 0.02% 0.02% 916 0 0.0% Q4 2025 Feb 04, 2026
First Command Advisory Services, Inc. History Added to 185 33 0.0% 0.0% 917 +20 12.12% Q4 2025 Feb 11, 2026
Bank of Jackson Hole Trust History No change 180 32 0.02% 0.02% 918 0 0.0% Q4 2025 Feb 12, 2026
Strive Financial Group ,LLC History New 173 31 0.02% — 920 +173 New Q4 2025 Feb 18, 2026
TOMPKINS FINANCIAL CORP History No change 175 31 0.0% 0.0% 919 0 0.0% Q4 2025 Jan 08, 2026
Bear Mountain Capital, Inc. History No change 157 30 0.01% 0.01% 921 0 0.0% Q4 2025 Jan 22, 2026
MCF Advisors LLC History No change 163 29 0.0% 0.0% 922 0 0.0% Q4 2025 Feb 11, 2026
RMG Wealth Management LLC History New 300 28 0.0% — 925 +300 New Q4 2025 Jan 29, 2026
BARRETT & COMPANY, INC. History No change 159 28 0.01% 0.01% 923 0 0.0% Q4 2025 Jan 28, 2026
Perkins Coie Trust Co History No change 155 28 0.01% 0.01% 924 0 0.0% Q4 2025 Jan 12, 2026
Brandywine Global Investment Management, LLC History New 151 27 0.0% — 926 +151 New Q4 2025 Feb 11, 2026
Operose Advisors LLC History Added to 152 27 0.01% 0.0% 930 +145 2071.43% Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History No change 151 27 0.0% 0.0% 927 0 0.0% Q4 2025 Jan 20, 2026
DT Investment Partners, LLC History No change 150 27 0.0% 0.0% 928 0 0.0% Q4 2025 Feb 10, 2026
Investors Research Corp History No change 150 27 0.0% 0.0% 929 0 0.0% Q4 2025 Jan 06, 2026
Wealth Preservation Advisors, LLC History No change 150 27 0.01% 0.02% 931 0 0.0% Q4 2025 Feb 23, 2026
Ransom Advisory, Ltd History New 146 26 0.01% — 933 +146 New Q4 2025 Jan 06, 2026
HORIZON BANCORP INC /IN/ History No change 145 26 0.01% 0.01% 932 0 0.0% Q4 2025 Feb 11, 2026
Pacifica Partners Inc. History No change 137 25 0.01% 0.01% 934 0 0.0% Q4 2025 Jan 09, 2026
Glen Eagle Advisors, LLC History No change 137 24 0.0% 0.0% 935 0 0.0% Q4 2025 Feb 13, 2026
Armor Investment Advisors, LLC History No change 130 23 0.01% 0.01% 936 0 0.0% Q4 2025 Feb 05, 2026
DHJJ Financial Advisors, Ltd. History No change 126 22 0.01% 0.01% 937 0 0.0% Q4 2025 Jan 23, 2026
Birchwood Financial Partners, Inc. History New 115 20 0.02% — 939 +115 New Q4 2025 Feb 19, 2026
SITTNER & NELSON, LLC History No change 101 20 0.01% 0.01% 938 0 0.0% Q4 2025 Feb 11, 2026
Pandora Wealth, Inc. History No change 107 19 0.01% 0.01% 940 0 0.0% Q4 2025 Feb 04, 2026
Keating Financial Advisory Services, Inc. History New 102 18 0.0% — 948 +102 New Q4 2025 Feb 09, 2026
Elyxium Wealth, LLC History New 100 18 0.0% — 946 +100 New Q4 2025 Feb 05, 2026
Abound Wealth Management History Reduced 103 18 0.0% 0.01% 944 -54 -34.39% Q4 2025 Jan 12, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 100 18 0.0% 0.0% 941 0 0.0% Q4 2025 Feb 13, 2026
Beaird Harris Wealth Management, LLC History No change 100 18 0.0% 0.0% 942 0 0.0% Q4 2025 Feb 23, 2026
Horizons Wealth Management History No change 100 18 0.01% 0.01% 943 0 0.0% Q4 2025 Jan 05, 2026
American Capital Advisory, LLC History No change 100 18 0.01% 0.01% 945 0 0.0% Q4 2025 Jan 30, 2026
Crews Bank & Trust History No change 100 18 0.0% 0.0% 947 0 0.0% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History New 95 17 0.0% — 949 +95 New Q4 2025 Feb 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 107 17 0.01% 0.01% 950 0 0.0% Q4 2025 Jan 22, 2026
Park Place Capital Corp History No change 93 16 0.0% 0.0% 951 0 0.0% Q4 2025 Jan 09, 2026
Gen-Wealth Partners Inc History No change 91 16 0.01% 0.01% 952 0 0.0% Q4 2025 Feb 13, 2026
WFA of San Diego, LLC History No change 85 15 0.01% 0.01% 953 0 0.0% Q4 2025 Feb 17, 2026
Quent Capital, LLC History No change 86 15 0.0% 0.0% 954 0 0.0% Q4 2025 Jan 29, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History New 79 14 0.01% — 955 +79 New Q4 2025 Jan 22, 2026
Qube Research & Technologies Ltd History New 78 14 0.0% — 957 +78 New Q4 2025 Feb 17, 2026
DecisionPoint Financial, LLC History New 78 14 0.0% — 959 +78 New Q4 2025 Jan 29, 2026
Darwin Wealth Management, LLC History No change 78 14 0.0% 0.0% 956 0 0.0% Q4 2025 Jan 22, 2026
Morling Financial Advisors, LLC History No change 78 14 0.0% 0.0% 958 0 0.0% Q4 2025 Feb 06, 2026
Provenance Wealth Advisors, LLC History No change 81 14 0.0% 0.0% 960 0 0.0% Q4 2025 Jan 26, 2026
Cape Investment Advisory, Inc. History New 76 13 0.0% — 962 +76 New Q4 2025 Feb 17, 2026
Godfrey Financial Associates, Inc. History New 73 13 0.01% — 965 +73 New Q4 2025 Feb 10, 2026
WOLFF WIESE MAGANA LLC History Reduced 72 13 0.01% 0.01% 961 -12 -14.29% Q4 2025 Jan 14, 2026
Milestone Investment Advisors LLC History No change 76 13 0.0% 0.0% 963 0 0.0% Q4 2025 Feb 11, 2026
Fairman Group, LLC History No change 72 13 0.01% 0.01% 964 0 0.0% Q4 2025 Feb 13, 2026
Wealth Watch Advisors, INC History Reduced 69 12 0.0% 0.01% 970 -68 -49.64% Q4 2025 Feb 17, 2026
Legacy Wealth Managment, LLC/ID History Added to 71 12 0.01% 0.0% 971 +28 65.12% Q4 2025 Feb 03, 2026
Sunbelt Securities, Inc. History No change 67 12 0.0% 0.0% 966 0 0.0% Q4 2025 Feb 20, 2026
Peachtree Investment Partners, LLC History No change 68 12 0.0% 0.0% 967 0 0.0% Q4 2025 Feb 11, 2026
CoreCap Advisors, LLC History No change 67 12 0.0% 0.0% 968 0 0.0% Q4 2025 Jan 13, 2026
Morton Brown Family Wealth, LLC History No change 70 12 0.0% 0.0% 969 0 0.0% Q4 2025 Jan 28, 2026
Fourth Dimension Wealth, LLC History Reduced 65 11 0.0% 0.01% 974 -48 -42.48% Q4 2025 Feb 04, 2026
Dunhill Financial, LLC History Added to 65 11 0.0% 0.0% 973 +28 75.68% Q4 2025 Jan 29, 2026
VALLEY WEALTH MANAGERS, INC. History No change 63 11 0.0% 0.0% 972 0 0.0% Q4 2025 Feb 04, 2026
AMERIFLEX GROUP, INC. History Reduced 58 10 0.01% 0.01% 979 -58 -50.0% Q4 2025 Feb 18, 2026
NorthAvenue LLC History New 56 10 0.01% — 980 +56 New Q4 2025 Apr 02, 2026
Founders Financial Alliance, LLC History Reduced 60 10 0.0% 0.0% 977 -3 -4.76% Q4 2025 Feb 12, 2026
Bogart Wealth, LLC History No change 57 10 0.0% 0.0% 975 0 0.0% Q4 2025 Jan 30, 2026
NWK Group, Inc. History No change 57 10 0.0% 0.0% 976 0 0.0% Q4 2025 Feb 09, 2026
Rossby Financial, LCC History No change 57 10 0.0% 0.0% 978 0 0.0% Q4 2025 Feb 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 54 9 0.0% 0.0% 981 0 0.0% Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History No change 51 9 0.0% 0.0% 982 0 0.0% Q4 2025 Jan 22, 2026
one8zero8, LLC History No change 55 9 0.0% 0.0% 983 0 0.0% Q4 2025 Feb 17, 2026
Evelyn Partners Asset Management Ltd History No change 50 9 0.0% 0.0% 984 0 0.0% Q4 2025 Feb 13, 2026
Commonwealth Retirement Investments LLC History New 45 8 0.0% — 987 +45 New Q4 2025 Feb 11, 2026
Park Square Financial Group, LLC History Reduced 54 8 0.05% 0.04% 990 -8 -12.9% Q4 2025 Feb 05, 2026
Richardson Capital Management LLC History No change 45 8 0.0% 0.0% 985 0 0.0% Q4 2025 Jan 30, 2026
McIlrath & Eck, LLC History No change 47 8 0.0% 0.0% 986 0 0.0% Q4 2025 Feb 03, 2026
Turning Point Benefit Group, Inc. History No change 49 8 0.0% 0.0% 988 0 0.0% Q4 2025 Jan 30, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 44 8 0.0% 0.0% 989 0 0.0% Q4 2025 Jan 15, 2026
GODSEY & GIBB, INC History New 42 7 0.0% — 991 +42 New Q4 2025 Jan 27, 2026
1 NORTH WEALTH SERVICES LLC History No change 40 7 0.0% 0.0% 992 0 0.0% Q4 2025 Feb 13, 2026
Twin Lakes Capital Management, LLC History No change 40 7 0.0% 0.0% 993 0 0.0% Q4 2025 Feb 04, 2026
Atlantic Edge Private Wealth Management, LLC History No change 42 7 0.0% 0.0% 994 0 0.0% Q4 2025 Jan 27, 2026
Comprehensive Financial Planning, Inc./PA History No change 44 7 0.0% 0.0% 995 0 0.0% Q4 2025 Feb 11, 2026
KERR FINANCIAL PLANNING Corp History No change 39 7 0.01% 0.01% 996 0 0.0% Q4 2025 Feb 10, 2026
Jackson, Grant Investment Advisers, Inc. History No change 34 6 0.0% 0.0% 997 0 0.0% Q4 2025 Jan 27, 2026
Signature Resources Capital Management, LLC History No change 37 6 0.0% 0.0% 998 0 0.0% Q4 2025 Jan 21, 2026
FIDUCIARY ADVISORS, INC. History No change 35 6 0.0% 0.0% 999 0 0.0% Q4 2025 Jan 27, 2026
Planning Project LLC History New 28 5 0.0% — 1002 +28 New Q4 2025 Feb 12, 2026
Mascoma Wealth Management LLC History No change 28 5 0.0% 0.0% 1000 0 0.0% Q4 2025 Feb 04, 2026
Breakwater Investment Management History No change 31 5 0.0% 0.0% 1001 0 0.0% Q4 2025 Feb 02, 2026
Noble Wealth Management PBC History No change 30 5 0.0% 0.0% 1003 0 0.0% Q4 2025 Jan 05, 2026
Estate Planners Group, LLC History New 26 4 0.0% — 1006 +26 New Q4 2025 Apr 07, 2026
Motiv8 Investments LLC History New 22 4 0.0% — 1005 +22 New Q4 2025 Feb 13, 2026
Game Plan Financial Advisors, LLC History No change 25 4 0.0% 0.0% 1004 0 0.0% Q4 2025 Jan 14, 2026
Modus Advisors, LLC History New 20 3 0.0% — 1008 +20 New Q4 2025 Feb 11, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 19 3 0.0% 0.0% 1007 +7 58.33% Q4 2025 Feb 09, 2026
Bradley & Co. Private Wealth Management, LLC History No change 19 3 0.0% 0.0% 1009 0 0.0% Q4 2025 Feb 11, 2026
ORG Partners LLC History No change 21 3 0.0% 0.0% 1010 0 0.0% Q4 2025 Jan 14, 2026
Longview Financial Advisors LLC History No change 22 3 0.0% 0.0% 1011 0 0.0% Q4 2025 Jan 14, 2026
VAN DEN BERG MANAGEMENT I, INC History New 15 2 0.0% — 1012 +15 New Q4 2025 Feb 17, 2026
Acumen Wealth Advisors, LLC History New 14 2 0.0% — 1014 +14 New Q4 2025 Feb 13, 2026
New Republic Capital, LLC History New 14 2 0.0% — 1015 +14 New Q4 2025 Feb 10, 2026
Concord Wealth Partners History No change 11 2 0.0% 0.0% 1013 0 0.0% Q4 2025 Jan 29, 2026
Millstone Evans Group, LLC History No change 16 2 0.0% 0.0% 1016 0 0.0% Q4 2025 Feb 02, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 15 2 0.0% 0.0% 1017 0 0.0% Q4 2025 Feb 03, 2026
Garton & Associates Financial Advisors LLC History New 10 1 0.0% — 1020 +10 New Q4 2025 Feb 18, 2026
Sound Income Strategies, LLC History No change 8 1 0.0% 0.0% 1018 0 0.0% Q4 2025 Jan 21, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 7 1 0.0% 0.0% 1019 0 0.0% Q4 2025 Jan 20, 2026
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.05% — -68,394 -100.0% Q3 2025 Nov 10, 2025
CONNABLE OFFICE INC History Closed out 0 0 — 0.35% — -21,413 -100.0% Q3 2025 Nov 06, 2025
My Personal CFO, LLC History Closed out 0 0 — 1.46% — -21,255 -100.0% Q3 2025 Oct 21, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.02% — -10,733 -100.0% Q3 2025 Nov 13, 2025
Total Wealth Planning, LLC History Closed out 0 0 — 0.2% — -9,725 -100.0% Q3 2025 Oct 17, 2025
Future Fund LLC History Closed out 0 0 — 0.5% — -7,954 -100.0% Q3 2025 Nov 12, 2025
HOWLAND CAPITAL MANAGEMENT LLC History Closed out 0 0 — 0.04% — -5,685 -100.0% Q3 2025 Oct 29, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.02% — -4,973 -100.0% Q3 2025 Oct 14, 2025
Sageworth Trust Co History Closed out 0 0 — 0.03% — -3,827 -100.0% Q3 2025 Nov 07, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.1% — -3,668 -100.0% Q3 2025 Nov 14, 2025
LONESTAR CAPITAL MANAGEMENT LLC History Closed out 0 0 — 11.3% — -3,200 -100.0% Q3 2025 Nov 14, 2025
American Trust History Closed out 0 0 — 0.05% — -3,024 -100.0% Q3 2025 Nov 17, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.01% — -3,000 -100.0% Q3 2025 Nov 12, 2025
Granite Harbor Advisors, Inc. History Closed out 0 0 — 0.2% — -2,715 -100.0% Q3 2025 Oct 22, 2025
Fisher Asset Management, LLC History Closed out 0 0 — 0.0% — -2,699 -100.0% Q3 2025 Nov 12, 2025
Tarbox Family Office, Inc. History Closed out 0 0 — 0.07% — -2,699 -100.0% Q3 2025 Oct 24, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.57% — -2,406 -100.0% Q3 2025 Nov 07, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.87% — -2,294 -100.0% Q3 2025 Nov 17, 2025
Simplicity Wealth,LLC History Closed out 0 0 — 0.02% — -2,000 -100.0% Q3 2025 Oct 30, 2025
Marotta Asset Management History Closed out 0 0 — 0.06% — -1,797 -100.0% Q3 2025 Oct 16, 2025
HUB Investment Partners, LLC History Closed out 0 0 — 0.01% — -1,700 -100.0% Q3 2025 Nov 12, 2025
FSC Wealth Advisors, LLC History Closed out 0 0 — 0.17% — -1,695 -100.0% Q3 2025 Oct 17, 2025
Balefire, LLC History Closed out 0 0 — 0.06% — -1,692 -100.0% Q3 2025 Oct 08, 2025
Advance Capital Management, Inc. History Closed out 0 0 — 0.01% — -1,586 -100.0% Q3 2025 Oct 10, 2025
Edgemoor Investment Advisors, Inc. History Closed out 0 0 — 0.02% — -1,585 -100.0% Q3 2025 Nov 06, 2025
Atala Financial Inc History Closed out 0 0 — 0.17% — -1,560 -100.0% Q3 2025 Nov 04, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.04% — -1,528 -100.0% Q3 2025 Nov 03, 2025
Institute for Wealth Management, LLC. History Closed out 0 0 — 0.03% — -1,476 -100.0% Q3 2025 Oct 17, 2025
HERITAGE INVESTORS MANAGEMENT CORP History Closed out 0 0 — 0.01% — -1,451 -100.0% Q3 2025 Nov 04, 2025
Ballentine Partners, LLC History Closed out 0 0 — 0.0% — -1,385 -100.0% Q3 2025 Nov 03, 2025
Ledyard National Bank History Closed out 0 0 — 0.02% — -1,375 -100.0% Q3 2025 Nov 05, 2025
MEMBERS WEALTH LLC History Closed out 0 0 — 0.15% — -1,345 -100.0% Q3 2025 Nov 13, 2025
KMG FIDUCIARY PARTNERS, LLC History Closed out 0 0 — 0.01% — -1,237 -100.0% Q3 2025 Oct 10, 2025
SANDERS MORRIS HARRIS LLC History Closed out 0 0 — 0.03% — -1,200 -100.0% Q3 2025 Oct 07, 2025
McClarren Financial Advisors, Inc. History Closed out 0 0 — 0.13% — -1,183 -100.0% Q3 2025 Oct 15, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.01% — -824 -100.0% Q3 2025 Oct 06, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -660 -100.0% Q3 2025 Nov 03, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.08% — -655 -100.0% Q3 2025 Nov 06, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.01% — -573 -100.0% Q3 2025 Nov 13, 2025
LOOMIS SAYLES & CO L P History Closed out 0 0 — 0.0% — -398 -100.0% Q3 2025 Nov 13, 2025
Future Financial Wealth Managment LLC History Closed out 0 0 — 0.03% — -300 -100.0% Q3 2025 Oct 15, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.02% — -260 -100.0% Q3 2025 Nov 03, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.01% — -216 -100.0% Q3 2025 Oct 21, 2025
MONETARY MANAGEMENT GROUP INC History Closed out 0 0 — 0.01% — -150 -100.0% Q3 2025 Nov 12, 2025
Main Street Group, LTD History Closed out 0 0 — 0.01% — -131 -100.0% Q3 2025 Nov 07, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -72 -100.0% Q3 2025 Oct 07, 2025
Founders Capital Management History Closed out 0 0 — 0.01% — -66 -100.0% Q3 2025 Nov 13, 2025
Financial Life Planners History Closed out 0 0 — 0.01% — -66 -100.0% Q3 2025 Nov 13, 2025
Activest Wealth Management History Reduced 3 0 — 0.0% — -57 -95.0% Q4 2025 Jan 30, 2026
Financial Avengers, Inc. History Closed out 0 0 — 0.0% — -53 -100.0% Q3 2025 Nov 17, 2025
GoalVest Advisory LLC History Closed out 0 0 — 0.0% — -43 -100.0% Q3 2025 Oct 22, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Oct 28, 2025
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2025 Nov 03, 2025
Prudent Man Investment Management, Inc. History Closed out 0 0 — — — -5 -100.0% Q3 2025 Nov 05, 2025
RHL GROUP, LLC History New 4 0 — — — +4 New Q4 2025 Feb 09, 2026
TSFG, LLC History New 2 0 — — — +2 New Q4 2025 Feb 04, 2026
Quaker Wealth Management, LLC History New 1 0 — — — +1 New Q4 2025 Jan 28, 2026
Bell Investment Advisors, Inc History No change 4 0 — — — 0 0.0% Q4 2025 Feb 24, 2026
Nemes Rush Group LLC History No change 4 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
Compass Financial Services Inc History No change 3 0 — — — 0 0.0% Q4 2025 Feb 27, 2026
Kilter Group LLC History No change 4 0 — — — 0 0.0% Q4 2025 Feb 13, 2026