iSHARES TRUST - IWP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 220 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MORGAN STANLEY History Reduced 19,403,290 2,657,086 0.16% 0.17% 1 -416,687 -2.1% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 7,092,149 971,198 0.07% 0.06% 2 +921,789 14.94% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 6,007,797 822,707 0.24% 0.22% 3 +610,421 11.31% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 5,299,199 725,672 0.13% 0.14% 4 +69,999 1.34% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 4,731,983 647,997 0.4% 0.54% 5 -845,763 -15.16% Q4 2025 Feb 17, 2026
First Command Advisory Services, Inc. History Added to 3,839,481 525,778 3.66% 3.67% 6 +284,943 8.02% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 2,783,972 381,068 0.09% 0.08% 7 +232,892 9.13% Q4 2025 Feb 17, 2026
LPL Financial LLC History Added to 2,616,494 358,302 0.1% 0.1% 8 +161,336 6.57% Q4 2025 Feb 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 2,457,673 336,553 0.18% 0.21% 9 +12,105 0.49% Q4 2025 Feb 06, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 2,369,283 324,522 0.78% 0.84% 10 -59,614 -2.45% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 2,367,920 324,262 0.05% 0.05% 11 +52,544 2.27% Q4 2025 Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 2,300,238 314,994 0.42% 0.44% 12 -92,141 -3.85% Q4 2025 Feb 12, 2026
Cassaday & Co Wealth Management LLC History Added to 2,143,075 293,472 6.18% 6.95% 13 +24,872 1.17% Q4 2025 Feb 03, 2026
Align Financial, LLC History New 280,727 280,727 0.16% — 14 +280,727 New Q4 2025 Feb 17, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 1,993,095 272,934 2.2% 2.2% 15 +97,799 5.16% Q4 2025 Jan 27, 2026
Envestnet Portfolio Solutions, Inc. History Added to 1,881,084 257,595 0.9% 0.96% 16 +59,578 3.27% Q4 2025 Feb 06, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 1,745,634 239,047 4.99% 5.21% 17 +47,889 2.82% Q4 2025 Feb 18, 2026
COMMERCE BANK History Reduced 1,660,417 227,377 1.26% 1.32% 18 -1,951 -0.12% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 1,584,378 216,964 0.25% 0.26% 19 +16,882 1.08% Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History Added to 1,439,846 197,172 2.17% 1.98% 20 +244,984 20.5% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 1,404,920 192,389 0.12% 0.13% 21 +76,721 5.78% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 1,309,901 179,377 0.3% 0.16% 22 +667,479 103.9% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Added to 1,189,175 162,869 0.24% 0.22% 23 +70,533 6.31% Q4 2025 Feb 17, 2026
FMR LLC History Added to 1,179,261 161,488 0.01% 0.01% 24 +4,613 0.39% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,015,493 139,152 0.04% 0.04% 25 +113,968 12.64% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 877,695 120,192 0.02% — 26 +877,695 New Q4 2025 Feb 17, 2026
Financial Advisory Corp History Added to 752,605 103,061 14.99% 15.55% 27 +11,167 1.51% Q4 2025 Jan 27, 2026
Cetera Investment Advisers History Added to 717,414 98,242 0.11% 0.11% 28 +49,534 7.42% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 692,784 94,869 0.13% 0.13% 29 +16,494 2.44% Q4 2025 Feb 02, 2026
Mariner, LLC History Added to 666,081 91,213 0.11% 0.11% 30 +47,836 7.74% Q4 2025 Feb 13, 2026
Pacific Life Fund Advisors LLC History Reduced 652,479 89,350 9.2% 10.26% 31 -49,510 -7.05% Q4 2025 Jan 26, 2026
Focus Partners Wealth History Added to 652,159 89,340 0.1% 0.13% 32 +80,331 14.05% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 618,230 84,660 0.01% 0.01% 33 -113,189 -15.48% Q4 2025 Feb 11, 2026
American Family Investments, Inc. History Added to 561,707 76,920 2.77% 3.75% 34 +58,909 11.72% Q4 2025 Feb 04, 2026
STEPHENS INC /AR/ History Added to 549,864 75,311 0.94% 0.99% 35 +4,924 0.9% Q4 2025 Feb 05, 2026
Equitable Holdings, Inc. History Added to 540,043 73,953 0.51% 0.54% 36 +24,366 4.73% Q4 2025 Feb 17, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 538,596 73,755 4.93% 5.15% 37 +2,053 0.38% Q4 2025 Jan 08, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 501,435 68,666 3.17% 3.34% 38 +26,125 5.5% Q4 2025 Feb 11, 2026
CONGRESS ASSET MANAGEMENT CO History Added to 458,580 62,797 0.44% 0.2% 39 +248,474 118.26% Q4 2025 Jan 09, 2026
Creative Planning History Added to 420,761 57,618 0.04% 0.04% 40 +36,752 9.57% Q4 2025 Feb 17, 2026
Rodgers & Associates, LTD History Added to 411,776 56,388 5.71% 6.02% 41 +1,750 0.43% Q4 2025 Jan 22, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 403,273 55,224 0.45% 0.48% 42 +516 0.13% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 395,483 54,157 0.01% 0.01% 43 -5,158 -1.29% Q4 2025 Mar 25, 2026
GLOBALT Investments LLC / GA History Reduced 380,024 52,040 1.9% 2.0% 44 -3,946 -1.03% Q4 2025 Feb 06, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 350,300 47,970 0.02% 0.04% 45 -150,700 -30.08% Q4 2025 Feb 10, 2026
COMERICA BANK History Added to 337,549 46,223 0.18% 0.15% 46 +51,752 18.11% Q4 2025 Jan 29, 2026
Wescott Financial Advisory Group, LLC History Reduced 337,442 46,209 4.03% 4.32% 47 -796 -0.24% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 334,953 45,868 0.07% 0.05% 48 +102,001 43.79% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Reduced 322,291 44,134 1.04% 1.16% 49 -12,343 -3.69% Q4 2025 Jan 30, 2026
M&T BANK CORP History Reduced 304,628 41,715 0.13% 0.15% 50 -9,408 -3.0% Q4 2025 Jan 30, 2026
Krilogy Financial LLC History Added to 282,178 39,400 1.34% 1.4% 51 +15,331 5.75% Q4 2025 Jan 27, 2026
Truepoint, Inc. History Reduced 285,212 39,056 0.88% 0.95% 52 -1,190 -0.42% Q4 2025 Feb 11, 2026
Cedar Mountain Advisors, LLC History Added to 273,518 37,455 7.23% 7.54% 53 +1,454 0.53% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 263,638 36,105 0.27% — 54 +263,638 New Q4 2025 Feb 18, 2026
BANK OF HAWAII History Added to 253,786 34,753 1.72% 1.71% 55 +13,340 5.55% Q4 2025 Mar 03, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 252,692 34,604 0.09% 0.11% 56 -26,820 -9.6% Q4 2025 Feb 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 243,599 33,358 0.25% 0.27% 57 +5,609 2.36% Q4 2025 Feb 12, 2026
Badgley Phelps Wealth Managers, LLC History Added to 240,319 32,909 0.6% 0.71% 58 +3,700 1.56% Q4 2025 Jan 28, 2026
HighTower Advisors, LLC History Reduced 235,326 32,225 0.04% 0.05% 59 -96,879 -29.16% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Added to 230,638 31,583 0.23% 0.22% 60 +35,614 18.26% Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Added to 227,790 31,193 0.06% 0.05% 61 +31,698 16.16% Q4 2025 Mar 16, 2026
GenWealth Group, Inc. History Added to 202,807 28,774 4.91% 4.9% 62 +17,897 9.68% Q4 2025 Jan 12, 2026
NATIXIS ADVISORS, LLC History Added to 209,395 28,675 0.04% 0.04% 63 +24,252 13.1% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Reduced 204,291 28,342 0.08% 0.1% 64 -10,281 -4.79% Q4 2025 Feb 10, 2026
RTD Financial Advisors, Inc. History Reduced 204,802 28,045 3.42% 3.57% 65 -3,530 -1.69% Q4 2025 Jan 27, 2026
OPPENHEIMER & CO INC History Reduced 204,509 28,005 0.4% 0.36% 66 -35 -0.02% Q4 2025 Feb 02, 2026
FIFTH THIRD BANCORP History Reduced 201,949 27,654 0.09% 0.09% 67 -4,460 -2.16% Q4 2025 Feb 02, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 201,602 27,607 0.41% 0.39% 68 +20,143 11.1% Q4 2025 Feb 09, 2026
BANK OF MONTREAL /CAN/ History Added to 192,207 26,320 0.01% 0.01% 69 +37,395 24.16% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 189,742 25,983 0.13% — 70 +189,742 New Q4 2025 Feb 18, 2026
Kestra Advisory Services, LLC History Added to 189,261 25,917 0.11% 0.11% 71 +27,749 17.18% Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 187,872 25,727 0.15% 0.12% 72 +54,526 40.89% Q4 2025 Feb 13, 2026
Accredited Investors Inc. History Reduced 187,039 25,613 1.36% 1.59% 73 -13,756 -6.85% Q4 2025 Feb 05, 2026
SVB WEALTH LLC History Reduced 185,968 25,466 1.5% 1.46% 74 -4,462 -2.34% Q4 2025 Feb 04, 2026
BOKF, NA History Added to 184,476 25,262 0.39% 0.38% 75 +7,672 4.34% Q4 2025 Feb 03, 2026
Integrated Investment Consultants, LLC History Reduced 180,699 24,744 4.85% 8.01% 76 -151,029 -45.53% Q4 2025 Mar 03, 2026
Waverly Advisors, LLC History Added to 176,065 24,110 0.2% 0.23% 77 +10,956 6.64% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 175,314 24,007 0.13% 0.14% 78 +1,523 0.88% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 171,633 23,503 0.08% 0.09% 79 -4,206 -2.39% Q4 2025 Jan 30, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 169,470 23,195 0.06% 0.01% 80 +132,152 354.12% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History New 168,785 23,113 0.01% — 81 +168,785 New Q4 2025 Mar 20, 2026
Corient Private Wealth LLC History Added to 166,929 22,906 0.03% 0.04% 82 +4,339 2.67% Q4 2025 Mar 09, 2026
WASHINGTON TRUST BANK History Added to 165,647 22,683 1.59% 0.17% 83 +149,634 934.45% Q4 2025 Feb 04, 2026
STIFEL FINANCIAL CORP History Added to 162,151 22,207 0.02% 0.02% 84 +12,409 8.29% Q4 2025 Feb 13, 2026
Parkway Wealth Management Group, LLC History New 161,980 22,181 2.98% — 85 +161,980 New Q4 2025 Feb 10, 2026
BROWN ADVISORY INC History Added to 161,817 22,159 0.03% 0.03% 86 +17,157 11.86% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 159,511 21,843 0.05% 0.06% 87 -11,021 -6.46% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 155,267 21,262 0.27% 0.28% 88 +1,764 1.15% Q4 2025 Feb 04, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 147,839 20,245 0.25% 0.26% 89 +8,334 5.97% Q4 2025 Jan 29, 2026
Bishop & Co Investment Management, LLC History Added to 143,562 19,659 6.51% 6.83% 90 +93 0.06% Q4 2025 Jan 21, 2026
Wealthspire Advisors, LLC History Reduced 141,603 19,391 0.15% 0.2% 91 -131,423 -48.14% Q4 2025 Feb 13, 2026
Mechanics Bank Trust Department History Added to 139,533 19,107 2.5% 2.71% 92 +4,174 3.08% Q4 2025 Jan 14, 2026
Allworth Financial LP History New 139,089 19,046 0.08% — 93 +139,089 New Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Reduced 137,677 18,853 0.0% 0.0% 94 -9,576 -6.5% Q4 2025 Feb 17, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 135,833 18,600 3.88% 4.22% 95 +2 0.0% Q4 2025 Jan 22, 2026
Private Advisor Group, LLC History Added to 133,716 18,311 0.09% 0.09% 96 +382 0.29% Q4 2025 Feb 17, 2026
LBJ Family Wealth Advisors, Ltd. History Reduced 132,966 18,208 10.01% 10.34% 97 -231 -0.17% Q4 2025 Jan 02, 2026
Falcon Wealth Planning History Added to 128,529 17,600 1.48% 1.59% 98 +4,630 3.74% Q4 2025 Feb 03, 2026
One Capital Management, LLC History Reduced 126,367 17,304 0.52% 0.61% 99 -7,104 -5.32% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 119,923 17,014 0.02% 0.03% 100 +288 0.24% Q4 2025 Jan 08, 2026
DIVERSIFIED MANAGEMENT INC History New 122,151 16,727 3.9% — 101 +122,151 New Q4 2025 Jan 26, 2026
Bank of New York Mellon Corp History Added to 116,606 15,967 0.0% 0.0% 102 +9,378 8.75% Q4 2025 Feb 10, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 116,309 15,927 0.03% 0.04% 103 -34,006 -22.62% Q4 2025 Feb 17, 2026
Financial Partners Group, Inc History Reduced 116,259 15,770 1.82% 2.4% 104 -19,302 -14.24% Q4 2025 Feb 03, 2026
Avantax Planning Partners, Inc. History Reduced 114,388 15,664 0.44% 0.48% 105 -2,593 -2.22% Q4 2025 Feb 05, 2026
JMG Financial Group, Ltd. History Reduced 113,520 15,545 0.44% 0.47% 106 -2,665 -2.29% Q4 2025 Feb 10, 2026
Curi Capital, LLC History Reduced 113,010 15,475 0.27% 0.3% 107 -46 -0.04% Q4 2025 Feb 17, 2026
Stonebridge Financial Group, LLC History Added to 111,987 15,335 1.31% 1.38% 108 +1,923 1.75% Q4 2025 Jan 21, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 108,375 14,840 0.19% 0.2% 109 +9 0.01% Q4 2025 Jan 22, 2026
HUB Investment Partners, LLC History Reduced 106,707 14,612 0.38% 0.52% 110 -3,692 -3.34% Q4 2025 Feb 17, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 106,403 14,570 0.28% 0.33% 111 -10,970 -9.35% Q4 2025 Feb 10, 2026
Sanctuary Advisors, LLC History Added to 105,169 14,401 0.08% 0.05% 112 +25,678 32.3% Q4 2025 Jan 29, 2026
United Capital Management of KS, Inc. History Added to 102,279 14,006 1.96% 1.97% 113 +480 0.47% Q4 2025 Feb 17, 2026
Connecticut Wealth Management, LLC History No change 100,791 13,802 0.6% 0.64% 114 0 0.0% Q4 2025 Feb 12, 2026
LMG Wealth Partners, LLC History Added to 99,396 13,611 2.54% 2.61% 115 +701 0.71% Q4 2025 Feb 02, 2026
Future Fund LLC History No change 99,049 13,563 4.29% 4.98% 116 0 0.0% Q4 2025 Feb 10, 2026
First Citizens Asset Management, Inc. History Added to 98,886 13,541 4.73% 4.94% 117 +1,514 1.55% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Added to 96,046 13,152 0.05% 0.06% 118 +3,264 3.52% Q4 2025 Feb 18, 2026
AE Wealth Management LLC History Added to 95,214 13,038 0.07% 0.08% 119 +5,971 6.69% Q4 2025 Jan 26, 2026
&PARTNERS History Added to 94,181 12,945 0.07% 0.06% 120 +29,084 44.68% Q4 2025 Feb 17, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 93,677 12,828 1.15% 1.12% 121 +4,014 4.48% Q4 2025 Jan 30, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 93,501 12,804 0.35% 0.38% 122 -128 -0.14% Q4 2025 Feb 03, 2026
Pathstone Holdings, LLC History New 92,617 12,683 0.05% — 123 +92,617 New Q4 2025 Feb 13, 2026
CWM, LLC History Added to 91,783 12,569 0.03% 0.04% 124 +3,577 4.06% Q4 2025 Jan 26, 2026
Clearbridge Investments, LLC History Added to 91,708 12,558 0.01% 0.0% 125 +78,926 617.48% Q4 2025 Feb 11, 2026
VestGen Advisors, LLC History Added to 91,328 12,506 0.53% 0.41% 126 +5,583 6.51% Q4 2025 Feb 17, 2026
NorthRock Partners, LLC History Reduced 90,582 12,404 0.21% 0.24% 127 -1,925 -2.08% Q4 2025 Feb 17, 2026
Occidental Asset Management, LLC History Added to 89,735 12,288 1.48% 1.59% 128 +719 0.81% Q4 2025 Jan 08, 2026
Mesirow Financial Investment Management, Inc. History Reduced 89,423 12,246 0.25% 0.36% 129 -53,438 -37.41% Q4 2025 Feb 05, 2026
SOUTHERN CAPITAL ADVISORS, LLC History Added to 89,262 12,223 5.64% 5.83% 130 +1,979 2.27% Q4 2025 Jan 28, 2026
Mill Creek Capital Advisors, LLC History Reduced 87,651 12,002 0.24% 0.26% 131 -2,432 -2.7% Q4 2025 Feb 13, 2026
Heck Capital Advisors, LLC History Added to 83,437 11,425 0.85% 0.88% 132 +3,154 3.93% Q4 2025 Jan 16, 2026
XML Financial, LLC History Reduced 80,517 11,025 0.9% 0.94% 133 -918 -1.13% Q4 2025 Feb 11, 2026
Argent Trust Co History Added to 80,256 10,990 0.38% 0.4% 134 +1,030 1.3% Q4 2025 Feb 10, 2026
Whitegate Investment Counselors, Inc. History Added to 79,015 10,820 3.38% 3.69% 135 +339 0.43% Q4 2025 Feb 10, 2026
Janney Montgomery Scott LLC History Added to 78,580 10,761 0.02% 0.02% 136 +11,507 17.16% Q4 2025 Feb 11, 2026
Legacy Edge Advisors, LLC History New 78,188 10,707 1.17% — 137 +78,188 New Q4 2025 Feb 02, 2026
WestHill Financial Advisors, Inc. History Added to 76,421 10,465 1.99% 2.11% 138 +650 0.86% Q4 2025 Jan 21, 2026
Prosperity Consulting Group, LLC History Added to 76,396 10,461 0.47% 0.39% 139 +20,756 37.3% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 76,200 10,434 0.01% — 140 +76,200 New Q4 2025 Feb 17, 2026
MidFirst Bank History New 76,013 10,409 0.83% — 141 +76,013 New Q4 2025 Feb 25, 2026
FIRST NATIONAL TRUST CO History Added to 74,399 10,188 0.34% 0.25% 142 +23,367 45.79% Q4 2025 Feb 09, 2026
IFP Advisors, Inc History Added to 74,087 10,145 0.23% 0.26% 143 +3,434 4.86% Q4 2025 Feb 06, 2026
Nuveen, LLC History Reduced 71,151 9,743 0.0% 0.0% 144 -38,346 -35.02% Q4 2025 Feb 12, 2026
PETRA FINANCIAL ADVISORS INC History Reduced 70,751 9,688 5.69% 6.03% 145 -1,908 -2.63% Q4 2025 Jan 21, 2026
Cerity Partners LLC History Added to 70,732 9,686 0.01% 0.01% 146 +15,380 27.79% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History Added to 70,580 9,665 0.08% 0.05% 147 +27,619 64.29% Q4 2025 Jan 05, 2026
UMB Bank, n.a. History Reduced 68,865 9,430 0.13% 0.15% 148 -4,090 -5.61% Q4 2025 Feb 13, 2026
FIRST MERCHANTS CORP History Reduced 68,672 9,403 0.35% 0.37% 149 -340 -0.49% Q4 2025 Jan 12, 2026
Corundum Group, Inc. History Added to 68,587 9,392 3.15% 3.16% 150 +14,554 26.94% Q4 2025 Jan 12, 2026
Sterling Capital Management LLC History Reduced 68,237 9,344 0.15% 0.15% 151 -2,201 -3.12% Q4 2025 Feb 13, 2026
Sequent Asset Management, LLC History No change 67,200 9,202 4.09% 4.55% 152 0 0.0% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 67,059 9,183 0.0% 0.0% 153 -189,778 -73.89% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 66,259 9,073 0.22% 0.12% 154 +33,125 99.97% Q4 2025 Feb 17, 2026
FIRST FOUNDATION ADVISORS History Reduced 65,241 8,934 0.34% 0.35% 155 -2,064 -3.07% Q4 2025 Feb 04, 2026
Jacobi Capital Management LLC History Reduced 65,109 8,915 0.52% 1.8% 156 -142,783 -68.68% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 64,795 8,873 0.33% 0.37% 157 -3,323 -4.88% Q4 2025 Jan 21, 2026
STOCK YARDS BANK & TRUST CO History Reduced 64,776 8,870 0.27% 0.29% 158 -912 -1.39% Q4 2025 Jan 21, 2026
GENEVA CAPITAL MANAGEMENT LLC History Added to 64,663 8,854 0.17% 0.04% 159 +50,204 347.22% Q4 2025 Feb 12, 2026
FineMark National Bank & Trust History Added to 64,014 8,766 0.27% 0.19% 160 +23,175 56.75% Q4 2025 Feb 12, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 63,650 8,716 0.62% 0.61% 161 +19 0.03% Q4 2025 Jan 14, 2026
Private Wealth Asset Management, LLC History Reduced 61,809 8,464 0.92% 1.05% 162 -800 -1.28% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 61,337 8,399 0.38% 0.29% 163 +18,202 42.2% Q4 2025 Jan 27, 2026
Crescent Grove Advisors, LLC History Added to 61,332 8,398 0.78% 0.83% 164 +9 0.01% Q4 2025 Feb 11, 2026
Clear Harbor Asset Management, LLC History Added to 59,216 8,109 0.55% 0.58% 165 +701 1.2% Q4 2025 Feb 10, 2026
STEVENS CAPITAL PARTNERS History Added to 59,016 8,081 2.12% 2.5% 166 +160 0.27% Q4 2025 Jan 27, 2026
GHP Investment Advisors, Inc. History Reduced 58,268 7,979 0.33% 0.35% 167 -154 -0.26% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 58,018 7,945 0.09% 0.1% 168 -2,875 -4.72% Q4 2025 Jan 20, 2026
CITIGROUP INC History Added to 57,963 7,937 0.0% 0.0% 169 +24,773 74.64% Q4 2025 Feb 13, 2026
Sterling Manor Financial, LLC History Added to 57,924 7,932 4.95% 5.19% 170 +104 0.18% Q4 2025 Jan 07, 2026
Piedmont Capital Management, LLC History Reduced 57,629 7,891 4.03% 4.32% 171 -168 -0.29% Q4 2025 Feb 13, 2026
Retirement Management Systems Inc. History New 55,634 7,618 1.95% — 172 +55,634 New Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History New 54,700 7,490 0.01% — 173 +54,700 New Q4 2025 Feb 17, 2026
J.W. COLE ADVISORS, INC. History Reduced 55,923 7,202 0.17% 0.17% 174 -6,389 -10.25% Q4 2025 Feb 11, 2026
Modera Wealth Management, LLC History Reduced 52,385 7,173 0.08% 0.09% 175 -159 -0.3% Q4 2025 Jan 21, 2026
Powell Investment Advisors, LLC History Reduced 51,636 7,071 2.43% 2.61% 176 -882 -1.68% Q4 2025 Feb 09, 2026
Focus Partners Advisor Solutions, LLC History Reduced 51,584 7,064 0.09% 0.09% 177 -2,233 -4.15% Q4 2025 Feb 11, 2026
CONDOR CAPITAL MANAGEMENT History Added to 51,145 7,003 0.57% 0.59% 178 +1,019 2.03% Q4 2025 Feb 06, 2026
Clearstead Advisors, LLC History Added to 50,848 6,963 0.09% 0.1% 179 +15 0.03% Q4 2025 Feb 09, 2026
Monument Capital Management History Added to 50,810 6,957 1.73% 1.71% 180 +2,681 5.57% Q4 2025 Jan 26, 2026
Mainsail Financial Group, LLC History Added to 50,416 6,903 2.87% 3.02% 181 +1,166 2.37% Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 49,708 6,807 0.01% 0.01% 182 +2,864 6.11% Q4 2025 Feb 18, 2026
CONNING INC. History Added to 49,023 6,713 0.22% 0.23% 183 +597 1.23% Q4 2025 Feb 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 48,896 6,695 0.14% 0.11% 184 +13,564 38.39% Q4 2025 Feb 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 48,624 6,660 0.08% 0.09% 185 -2,472 -4.84% Q4 2025 Feb 10, 2026
Advisors Capital Management, LLC History Added to 47,996 6,572 0.08% 0.07% 186 +10,950 29.56% Q4 2025 Jan 29, 2026
Phoenix Financial Ltd. History Reduced 47,562 6,513 0.07% 0.08% 187 -264 -0.55% Q4 2025 Feb 05, 2026
FIFTH THIRD SECURITIES, INC. History Added to 47,200 6,463 0.42% 0.43% 188 +2,818 6.35% Q4 2025 Jan 23, 2026
Johnson Financial Group, Inc. History Added to 46,446 6,360 0.24% 0.25% 189 +43 0.09% Q4 2025 Feb 12, 2026
Freestone Capital Holdings, LLC History Reduced 46,321 6,343 0.19% 0.23% 190 -6,541 -12.37% Q4 2025 Jan 23, 2026
VANCE WEALTH, LLC History Added to 46,130 6,316 1.88% 2.02% 191 +19 0.04% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 45,908 6,286 0.09% 0.1% 192 -479 -1.03% Q4 2025 Feb 12, 2026
McAdam, LLC History Added to 45,825 6,275 0.29% 0.31% 193 +1,017 2.27% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 45,557 6,238 0.84% 0.95% 194 +3,843 9.21% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Reduced 45,361 6,213 0.01% 0.01% 195 -1,012 -2.18% Q4 2025 Feb 05, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 45,223 6,192 0.45% 0.39% 196 +10,152 28.95% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Reduced 44,520 6,096 0.02% 0.02% 197 -2,778 -5.87% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 43,845 6,004 0.1% 0.1% 198 +1,961 4.68% Q4 2025 Jan 28, 2026
TAGStone Capital, Inc. History Added to 43,730 5,988 2.23% 2.43% 199 +581 1.35% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 43,565 5,965 0.14% 0.14% 200 +4,385 11.19% Q4 2025 Feb 13, 2026
Capital Group Private Client Services, Inc. History Reduced 43,466 5,952 0.09% 0.1% 201 -15 -0.03% Q4 2025 Feb 11, 2026
Hilltop National Bank History Added to 43,404 5,943 1.44% 1.51% 202 +276 0.64% Q4 2025 Jan 07, 2026
INVESTMENT PARTNERS, LTD. History Added to 43,240 5,921 2.07% 2.08% 203 +1,844 4.45% Q4 2025 Feb 10, 2026
TICINO WEALTH History New 42,941 5,880 2.18% — 204 +42,941 New Q4 2025 Jan 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 41,790 5,722 0.07% 0.08% 205 +2,160 5.45% Q4 2025 Feb 09, 2026
Quantinno Capital Management LP History Added to 41,678 5,707 0.01% 0.01% 206 +12,434 42.52% Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 41,466 5,678 0.07% 0.01% 207 +36,273 698.5% Q4 2025 Feb 02, 2026
Sigma Planning Corp History Added to 40,959 5,618 0.16% 0.15% 208 +3,854 10.39% Q4 2025 Jan 30, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 40,632 5,607 0.17% 0.12% 209 +27,621 212.29% Q4 2025 Feb 13, 2026
rebel Financial LLC History New 40,831 5,591 2.39% — 210 +40,831 New Q4 2025 Mar 27, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 40,602 5,584 0.01% 0.01% 211 -3,425 -7.78% Q4 2025 Feb 05, 2026
Lee Financial Co History Reduced 40,719 5,576 0.75% 0.76% 212 -1,645 -3.88% Q4 2025 Jan 22, 2026
Meridian Wealth Management, LLC History Added to 40,270 5,514 0.19% 0.22% 213 +855 2.17% Q4 2025 Feb 04, 2026
Savant Capital, LLC History Added to 40,138 5,496 0.03% 0.03% 214 +5,194 14.86% Q4 2025 Feb 10, 2026
REGIONS FINANCIAL CORP History New 38,370 5,254 0.03% — 215 +38,370 New Q4 2025 Jan 27, 2026
Merit Financial Group, LLC History Added to 38,364 5,253 0.04% 0.02% 216 +25,291 193.46% Q4 2025 Jan 26, 2026
SOA Wealth Advisors, LLC. History Added to 37,717 5,164 0.87% 0.84% 217 +3,189 9.24% Q4 2025 Jan 20, 2026
Brady Martz Wealth Solutions, LLC History Added to 37,700 5,162 0.91% 0.97% 218 +16 0.04% Q4 2025 Jan 15, 2026
Gladstone Institutional Advisory LLC History Reduced 37,443 5,127 0.19% 0.28% 219 -14,048 -27.28% Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 37,334 5,112 0.17% 0.14% 220 +7,641 25.73% Q4 2025 Feb 13, 2026
ACIMA PRIVATE WEALTH, LLC History No change 37,139 5,085 1.58% 1.66% 221 0 0.0% Q4 2025 Jan 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 37,118 5,082 0.25% 0.3% 222 +1,931 5.49% Q4 2025 Jan 28, 2026
HARBOUR INVESTMENTS, INC. History Added to 36,595 5,011 0.1% 0.11% 223 +1,653 4.73% Q4 2025 Feb 09, 2026
Saiph Capital, LLC History Reduced 36,573 5,008 1.8% 1.95% 224 -1,500 -3.94% Q4 2025 Feb 12, 2026
Weinberger Asset Management, Inc History Added to 36,490 4,996 1.8% 1.86% 225 +408 1.13% Q4 2025 Feb 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 36,328 4,974 0.1% 0.1% 226 -178 -0.49% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 36,046 4,936 0.07% 0.04% 227 +15,987 79.7% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 36,017 4,932 0.07% 0.07% 228 +3,541 10.9% Q4 2025 Feb 13, 2026
May Barnhard Investments LLC History Reduced 36,016 4,932 2.33% 2.42% 229 -685 -1.87% Q4 2025 Jan 28, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 35,252 4,827 0.36% 0.4% 230 +835 2.43% Q4 2025 Jan 07, 2026
EQUITABLE TRUST CO History Added to 35,092 4,805 0.21% 0.22% 231 +745 2.17% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Added to 34,825 4,768 0.03% 0.04% 232 +392 1.14% Q4 2025 Feb 18, 2026
Burns Matteson Capital Management, LLC History Reduced 34,796 4,765 1.67% 1.96% 233 -32 -0.09% Q4 2025 Jan 15, 2026
BlackRock, Inc. History Added to 34,219 4,685 0.0% 0.0% 234 +9,472 38.28% Q4 2025 Feb 12, 2026
Beacon Bank & Trust History Reduced 34,195 4,682 0.95% 1.08% 235 -1,052 -2.98% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 33,803 4,629 0.02% 0.02% 236 +1,141 3.49% Q4 2025 Feb 17, 2026
Processus Wealth & Capital Management, LLC History Added to 33,687 4,613 3.04% 3.21% 237 +2,227 7.08% Q4 2025 Jan 07, 2026
Widmann Financial Services, Inc. History Added to 33,396 4,573 2.8% 2.86% 238 +1,480 4.64% Q4 2025 Feb 18, 2026
Atlas Brown,Inc. History Reduced 33,301 4,560 1.36% 1.41% 239 -155 -0.46% Q4 2025 Jan 09, 2026
COURIER CAPITAL LLC History Reduced 32,936 4,510 0.25% 0.27% 240 -678 -2.02% Q4 2025 Jan 29, 2026
USAdvisors Wealth Management, LLC History Added to 32,879 4,502 1.48% 1.47% 241 +2,909 9.71% Q4 2025 Feb 05, 2026
LWM ADVISORS INC History Added to 32,816 4,493 3.95% 4.08% 242 +918 2.88% Q4 2025 Jan 09, 2026
Atlantic Union Bankshares Corp History Added to 32,786 4,489 0.08% 0.05% 243 +13,236 67.7% Q4 2025 Feb 04, 2026
HMS Capital Management, LLC History Added to 32,665 4,473 1.85% 1.92% 244 +637 1.99% Q4 2025 Jan 16, 2026
Allspring Global Investments Holdings, LLC History Added to 31,872 4,405 0.01% 0.0% 245 +21,262 200.4% Q4 2025 Jan 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 32,086 4,394 0.0% 0.0% 246 0 0.0% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 31,300 4,286 0.01% 0.0% 247 +24,300 347.14% Q4 2025 Feb 12, 2026
Hofer & Associates. Inc History Added to 31,136 4,263 2.26% 2.47% 248 +786 2.59% Q4 2025 Jan 15, 2026
JANE STREET GROUP, LLC History Reduced 31,100 4,258 0.0% 0.0% 249 -4,600 -12.89% Q4 2025 Feb 12, 2026
Kingsview Wealth Management, LLC History Added to 31,048 4,251 0.06% 0.07% 250 +402 1.31% Q4 2025 Feb 09, 2026
Vision Capital Management, Inc. History No change 30,767 4,213 0.51% 0.54% 251 0 0.0% Q4 2025 Jan 27, 2026
Eukles Asset Management History Reduced 30,368 4,158 1.62% 1.7% 252 -295 -0.96% Q4 2025 Feb 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 30,329 4,153 0.03% 0.03% 253 +5,485 22.08% Q4 2025 Feb 17, 2026
Arcadia Wealth Management, LLC History Reduced 29,762 4,075 1.52% 1.7% 254 -365 -1.21% Q4 2025 Feb 03, 2026
B. Riley Wealth Advisors, Inc. History Added to 29,670 4,063 0.19% 0.19% 255 +913 3.17% Q4 2025 Feb 17, 2026
Certified Advisory Corp History Added to 29,268 4,007 0.37% 0.39% 256 +723 2.53% Q4 2025 Jan 12, 2026
Financial Engines Advisors L.L.C. History Reduced 29,080 3,982 0.01% 0.01% 257 -195 -0.67% Q4 2025 Feb 12, 2026
Kelsey Financial, LLC History New 28,770 3,939 3.38% — 258 +28,770 New Q4 2025 Jan 23, 2026
HM PAYSON & CO History Reduced 28,493 3,901 0.06% 0.06% 259 -22 -0.08% Q4 2025 Feb 12, 2026
DF DENT & CO INC History New 28,433 3,893 0.06% — 260 +28,433 New Q4 2025 Feb 17, 2026
Prospera Financial Services Inc History Reduced 28,324 3,879 0.06% 0.07% 261 -472 -1.64% Q4 2025 Feb 09, 2026
ARK & TLK INVESTMENTS, LLC History No change 28,196 3,861 1.06% 1.27% 262 0 0.0% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 28,147 3,854 0.07% 0.08% 263 +5,646 25.09% Q4 2025 Feb 13, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 27,536 3,770 0.36% 0.4% 264 -1,970 -6.68% Q4 2025 Feb 23, 2026
Tennessee Valley Asset Management Partners History Added to 27,498 3,765 0.49% 0.52% 265 +344 1.27% Q4 2025 Feb 05, 2026
HUNTINGTON NATIONAL BANK History Added to 27,337 3,743 0.02% 0.02% 266 +131 0.48% Q4 2025 Feb 09, 2026
Robertson Stephens Wealth Management, LLC History Reduced 27,252 3,731 0.1% 0.12% 267 -241 -0.88% Q4 2025 Feb 02, 2026
Essex Financial Services, Inc. History Added to 27,211 3,726 0.21% 0.21% 268 +2,200 8.8% Q4 2025 Feb 10, 2026
Auour Investments LLC History Added to 26,878 3,680 1.17% 0.78% 269 +10,135 60.53% Q4 2025 Jan 12, 2026
Mathes Company, Inc. History Reduced 26,603 3,643 1.3% 1.46% 270 -2,000 -6.99% Q4 2025 Feb 09, 2026
McKinley Carter Wealth Services, Inc. History Reduced 26,441 3,620 0.2% 0.22% 271 -3,569 -11.89% Q4 2025 Feb 06, 2026
WESBANCO BANK INC History Added to 26,256 3,595 0.1% 0.1% 273 +113 0.43% Q4 2025 Feb 03, 2026
VANGUARD GROUP INC History Reduced 26,254 3,595 0.0% 0.0% 272 -18 -0.07% Q4 2025 Jan 29, 2026
Tolleson Wealth Management, Inc. History No change 26,171 3,583 0.52% 0.58% 274 0 0.0% Q4 2025 Feb 17, 2026
Western Wealth Management, LLC History Added to 25,449 3,484 0.16% 0.1% 275 +11,677 84.79% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 25,308 3,465 0.02% — 276 +25,308 New Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Reduced 25,306 3,465 0.08% 0.1% 277 -1,852 -6.82% Q4 2025 Jan 29, 2026
BECKER CAPITAL MANAGEMENT INC History No change 25,201 3,451 0.1% 0.1% 278 0 0.0% Q4 2025 Feb 13, 2026
Intergy Private Wealth, LLC History Added to 25,116 3,439 1.04% 1.1% 279 +458 1.86% Q4 2025 Jan 22, 2026
CITADEL ADVISORS LLC History Reduced 25,100 3,437 0.0% 0.0% 280 -18,700 -42.69% Q4 2025 Feb 17, 2026
Eagle Strategies LLC History Added to 25,096 3,436 0.44% 0.48% 281 +53 0.21% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Added to 25,087 3,435 0.04% 0.02% 282 +11,944 90.88% Q4 2025 Feb 05, 2026
CHOREO, LLC History Reduced 24,793 3,434 0.04% 0.05% 283 -328 -1.31% Q4 2025 Jan 23, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 24,355 3,335 0.0% — 284 +24,355 New Q4 2025 Feb 17, 2026
Stone Wealth Partners History New 24,224 3,317 2.95% — 285 +24,224 New Q4 2025 Feb 24, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 24,031 3,290 0.19% 0.21% 286 +17 0.07% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Reduced 24,112 3,288 0.1% 0.12% 287 -1,794 -6.93% Q4 2025 Jan 06, 2026
Glenview Trust Co History Added to 23,934 3,277 0.05% 0.05% 288 +115 0.48% Q4 2025 Feb 09, 2026
Intrepid Financial Planning Group LLC History Added to 23,845 3,265 1.24% 1.29% 289 +35 0.15% Q4 2025 Feb 13, 2026
Capital Investment Counsel, LLC History Added to 23,503 3,218 0.45% 0.46% 290 +1,376 6.22% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History Added to 23,373 3,200 0.06% 0.07% 291 +1,707 7.88% Q4 2025 Feb 09, 2026
MSH Capital Advisors LLC History Reduced 23,284 3,188 0.68% 0.89% 292 -30 -0.13% Q4 2025 Feb 09, 2026
SUMMIT WEALTH GROUP LLC / CO History New 23,280 3,187 0.42% — 293 +23,280 New Q4 2025 Feb 04, 2026
Farther Finance Advisors, LLC History Added to 23,151 3,170 0.03% 0.04% 294 +6,217 36.71% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 22,993 3,148 0.06% 0.05% 295 +6,478 39.22% Q4 2025 Feb 06, 2026
Element Wealth, LLC History Reduced 22,641 3,100 1.28% 1.47% 296 -1,045 -4.41% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Added to 22,566 3,090 0.07% 0.06% 297 +2,092 10.22% Q4 2025 Feb 02, 2026
PINNACLE ASSOCIATES LTD History Reduced 22,398 3,067 0.04% 0.04% 298 -350 -1.54% Q4 2025 Feb 05, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 22,372 3,063 0.52% — 299 +22,372 New Q4 2025 Feb 12, 2026
Ballew Advisors, Inc History Added to 21,642 3,059 1.72% 1.7% 300 +214 1.0% Q4 2025 Jan 14, 2026
Kingdom Financial Group LLC. History Added to 22,307 3,054 0.94% 0.75% 301 +13,704 159.29% Q4 2025 Feb 06, 2026
Ducere Wealth Management LLC History New 22,246 3,046 1.2% — 302 +22,246 New Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History Reduced 22,126 3,029 0.03% 0.04% 303 -116 -0.52% Q4 2025 Feb 12, 2026
BEAM WEALTH ADVISORS, INC. History Reduced 22,025 3,016 0.83% 0.88% 304 -680 -2.99% Q4 2025 Feb 04, 2026
Biondo Investment Advisors, LLC History Added to 21,785 2,983 0.36% 0.38% 305 +668 3.16% Q4 2025 Feb 13, 2026
LOWERY THOMAS, LLC History Reduced 21,526 2,947 1.67% 1.77% 306 -50 -0.23% Q4 2025 Jan 26, 2026
JPL Wealth Management, LLC History Reduced 21,390 2,929 0.71% 0.93% 307 -6,034 -22.0% Q4 2025 Feb 12, 2026
Veridan Wealth LLC History Added to 21,382 2,928 0.98% 1.03% 308 +292 1.38% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 20,401 2,793 0.05% 0.04% 309 +4,633 29.38% Q4 2025 Feb 11, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Added to 20,355 2,787 1.03% 1.09% 310 +73 0.36% Q4 2025 Feb 17, 2026
Pointe Capital Management LLC History Added to 20,034 2,743 1.36% 1.29% 311 +1,496 8.07% Q4 2025 Feb 17, 2026
Wealth Management Nebraska History Reduced 19,850 2,718 0.31% 0.35% 312 -608 -2.97% Q4 2025 Jan 28, 2026
Sequoia Financial Advisors, LLC History Reduced 19,711 2,699 0.02% 0.02% 313 -101 -0.51% Q4 2025 Feb 03, 2026
MCF Advisors LLC History Reduced 19,642 2,689 0.15% 0.17% 314 -12 -0.06% Q4 2025 Feb 11, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 18,909 2,589 1.59% 1.7% 315 +12 0.06% Q4 2025 Jan 21, 2026
Naviter Wealth, LLC History No change 18,819 2,577 0.34% 0.31% 316 0 0.0% Q4 2025 Jan 21, 2026
Broadleaf Partners, LLC History Added to 18,633 2,551 0.54% 0.55% 317 +229 1.24% Q4 2025 Feb 13, 2026
WESTFIELD CAPITAL MANAGEMENT CO LP History Added to 18,280 2,503 0.01% 0.0% 318 +16,839 1168.56% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 18,254 2,499 0.0% 0.0% 319 +9,270 103.18% Q4 2025 Feb 17, 2026
Sierra Capital LLC History Added to 18,144 2,485 0.26% 0.28% 320 +2 0.01% Q4 2025 Feb 18, 2026
Rathbones Group PLC History Reduced 18,047 2,471 0.01% 0.01% 321 -3,066 -14.52% Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 17,927 2,454 0.0% 0.0% 322 +252 1.43% Q4 2025 Feb 17, 2026
INTEGRITY ALLIANCE, LLC. History Added to 17,777 2,434 0.09% 0.05% 323 +10,513 144.73% Q4 2025 Feb 09, 2026
Wealthfront Advisers LLC History Added to 17,662 2,418 0.01% 0.0% 324 +3,290 22.89% Q4 2025 Jan 30, 2026
INNEALTA CAPITAL, LLC History Reduced 17,618 2,412 1.31% 1.98% 325 -10,205 -36.68% Q4 2025 Jan 30, 2026
Ausdal Financial Partners, Inc. History Added to 17,437 2,387 0.11% 0.12% 326 +219 1.27% Q4 2025 Feb 13, 2026
Nadler Financial Group, Inc. History No change 17,385 2,380 0.22% 0.24% 327 0 0.0% Q4 2025 Jan 28, 2026
AMARILLO NATIONAL BANK History No change 17,370 2,378 0.42% 0.43% 328 0 0.0% Q4 2025 Jan 28, 2026
Neuberger Berman Group LLC History Added to 17,286 2,367 0.0% 0.0% 329 +10 0.06% Q4 2025 Feb 13, 2026
Dominguez Wealth Management Solutions, Inc. History Added to 17,224 2,358 1.44% 1.49% 330 +690 4.17% Q4 2025 Jan 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 17,014 2,329 0.01% 0.01% 331 +304 1.82% Q4 2025 Feb 12, 2026
Post Resch Tallon Group Inc. History Added to 16,989 2,326 1.96% 2.09% 332 +414 2.5% Q4 2025 Jan 09, 2026
BUILDER INVESTMENT GROUP INC /ADV History Reduced 16,911 2,315 0.5% 0.55% 333 -141 -0.83% Q4 2025 Jan 28, 2026
Golden State Equity Partners History Reduced 16,882 2,311 0.37% 0.47% 335 -2,829 -14.35% Q4 2025 Jan 29, 2026
New Age Alpha Advisors, LLC History Reduced 16,878 2,311 0.1% 0.12% 334 -2,435 -12.61% Q4 2025 Feb 09, 2026
NWAM LLC History Reduced 16,547 2,281 0.13% 0.15% 336 -2,317 -12.28% Q4 2025 Feb 04, 2026
Allegheny Financial Group History Added to 16,620 2,276 0.34% 0.43% 337 +322 1.98% Q4 2025 Feb 02, 2026
Total Clarity Wealth Management, Inc. History Reduced 16,609 2,274 0.55% 0.67% 338 -1,010 -5.73% Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History Reduced 16,597 2,272 0.06% 0.07% 339 -2,631 -13.68% Q4 2025 Jan 28, 2026
Horst & Graben Wealth Management LLC History Added to 16,416 2,247 0.34% 0.35% 340 +216 1.33% Q4 2025 Jan 27, 2026
Concurrent Investment Advisors, LLC History Added to 16,403 2,246 0.03% 0.03% 341 +3,769 29.83% Q4 2025 Jan 29, 2026
INSIGHT 2811, INC. History Reduced 16,377 2,242 0.99% 1.06% 342 -399 -2.38% Q4 2025 Feb 03, 2026
LifeWealth Investments, LLC History Added to 16,261 2,226 0.7% 0.67% 343 +2,056 14.47% Q4 2025 Jan 26, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Added to 16,244 2,224 0.62% 0.54% 344 +2,928 21.99% Q4 2025 Feb 02, 2026
BCS Wealth Management History New 16,184 2,216 0.22% — 346 +16,184 New Q4 2025 Jan 26, 2026
Shakespeare Wealth Management, LLC History Reduced 16,189 2,216 0.49% 0.53% 345 -227 -1.38% Q4 2025 Feb 06, 2026
Nvest Financial, LLC History Added to 16,027 2,194 0.91% 1.03% 347 +3,481 27.75% Q4 2025 Feb 10, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 16,016 2,193 0.02% 0.02% 348 -500 -3.03% Q4 2025 Feb 17, 2026
CASTLEARK MANAGEMENT LLC History No change 16,000 2,191 0.06% 0.06% 349 0 0.0% Q4 2025 Feb 13, 2026
Simplicity Wealth,LLC History Added to 15,932 2,181 0.13% 0.11% 350 +2,736 20.73% Q4 2025 Jan 30, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 15,824 2,166 0.15% 0.16% 351 0 0.0% Q4 2025 Jan 28, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 15,774 2,160 0.85% 0.58% 352 +1,417 9.87% Q4 2025 Feb 11, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 15,203 2,148 0.14% 0.07% 353 +9,101 149.15% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 15,498 2,122 0.05% 0.04% 354 +2,630 20.44% Q4 2025 Jan 27, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 15,290 2,093 0.63% 0.68% 355 0 0.0% Q4 2025 Jan 30, 2026
Claro Advisors Inc. History Reduced 15,280 2,092 0.28% 0.32% 356 -252 -1.62% Q4 2025 Feb 17, 2026
Global Strategic Investment Solutions, LLC History Reduced 14,940 2,045 0.2% 0.21% 357 -1 -0.01% Q4 2025 Jan 29, 2026
Brookstone Capital Management History Reduced 14,888 2,038 0.02% 0.03% 358 -4,882 -24.69% Q4 2025 Jan 15, 2026
Global Trust Wealth Management LLC History New 14,802 2,026 1.5% — 359 +14,802 New Q4 2025 Jan 28, 2026
Rehmann Capital Advisory Group History Added to 14,726 2,016 0.11% 0.11% 360 +634 4.5% Q4 2025 Mar 04, 2026
Spire Wealth Management History Added to 14,674 2,009 0.07% 0.06% 361 +1,789 13.88% Q4 2025 Jan 14, 2026
MWA Asset Management History Reduced 14,658 2,007 1.12% 1.18% 362 -382 -2.54% Q4 2025 Jan 29, 2026
Procyon Advisors, LLC History Added to 14,508 1,986 0.1% 0.12% 363 +86 0.6% Q4 2025 Jan 07, 2026
Cooper Financial Group History Reduced 14,476 1,982 0.21% 0.25% 364 -1,089 -7.0% Q4 2025 Jan 08, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 14,446 1,978 0.05% 0.05% 365 -269 -1.83% Q4 2025 Feb 09, 2026
Passumpsic Savings Bank History New 14,289 1,956 1.07% — 366 +14,289 New Q4 2025 Feb 05, 2026
Dentgroup LLC History Reduced 14,221 1,947 1.34% 1.34% 367 -391 -2.68% Q4 2025 Jan 28, 2026
IFC Advisors LLC History No change 14,171 1,940 0.28% 0.37% 368 0 0.0% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Reduced 14,161 1,939 0.04% 0.05% 369 -525 -3.57% Q4 2025 Feb 04, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 13,851 1,896 0.03% 0.03% 370 +195 1.43% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History Added to 13,757 1,883 0.05% 0.05% 371 +1,456 11.84% Q4 2025 Jan 20, 2026
Pilgrim Partners Asia Pte Ltd History Reduced 13,750 1,882 0.9% 0.93% 372 -835 -5.73% Q4 2025 Feb 03, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History Added to 13,715 1,878 1.33% 1.61% 373 +388 2.91% Q4 2025 Feb 04, 2026
IEQ CAPITAL, LLC History Reduced 13,635 1,867 0.01% 0.01% 374 -336 -2.4% Q4 2025 Feb 13, 2026
Strategic Advocates LLC History Reduced 13,434 1,860 0.48% 0.51% 375 -220 -1.61% Q4 2025 Feb 11, 2026
Tradition Wealth Management, LLC History No change 13,498 1,848 0.13% 0.14% 376 0 0.0% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 13,404 1,847 0.08% 0.08% 377 +776 6.15% Q4 2025 Feb 12, 2026
Cordatus Wealth Management LLC History Reduced 13,485 1,846 0.43% 0.48% 378 -667 -4.71% Q4 2025 Jan 26, 2026
American Wealth Advisors, LLC History Reduced 13,462 1,843 1.81% 1.93% 379 -256 -1.87% Q4 2025 Jan 26, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 13,412 1,836 0.0% — 380 +13,412 New Q4 2025 Feb 13, 2026
Trust Point Inc. History Added to 13,413 1,836 0.15% 0.15% 381 +14 0.1% Q4 2025 Jan 13, 2026
ALESCO ADVISORS LLC History No change 13,400 1,834 0.05% 0.05% 382 0 0.0% Q4 2025 Jan 28, 2026
PRIVATE TRUST CO NA History Reduced 13,378 1,832 0.16% 0.21% 383 -3,154 -19.08% Q4 2025 Jan 26, 2026
1ST SOURCE BANK History Reduced 13,309 1,822 0.1% 0.11% 384 -801 -5.68% Q4 2025 Feb 05, 2026
BTC Capital Management, Inc. History Added to 13,305 1,821 0.13% 0.13% 385 +359 2.77% Q4 2025 Jan 15, 2026
Composition Wealth, LLC History Reduced 13,091 1,792 0.03% 0.03% 386 -392 -2.91% Q4 2025 Feb 02, 2026
OAK HARBOR WEALTH PARTNERS, LLC History No change 12,910 1,767 0.42% 0.45% 387 0 0.0% Q4 2025 Feb 02, 2026
Ameritas Advisory Services, LLC History Added to 12,884 1,764 0.07% 0.12% 388 +70 0.55% Q4 2025 Feb 04, 2026
Capital Squared Financial LLC History Added to 12,709 1,740 1.36% 1.51% 389 +459 3.75% Q4 2025 Apr 17, 2026
Chicago Partners Investment Group LLC History Reduced 12,321 1,719 0.04% 0.05% 390 -46 -0.37% Q4 2025 Jan 28, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 12,497 1,711 0.09% 0.09% 391 -65 -0.52% Q4 2025 Feb 02, 2026
D.A. DAVIDSON & CO. History Added to 12,456 1,705 0.01% 0.01% 392 +330 2.72% Q4 2025 Jan 29, 2026
SAGE FINANCIAL GROUP INC History Reduced 12,327 1,688 0.11% 0.12% 393 -93 -0.75% Q4 2025 Jan 27, 2026
Rossmore Private Capital History Added to 12,312 1,686 0.15% 0.08% 394 +6,884 126.82% Q4 2025 Feb 05, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 12,304 1,684 0.28% 0.28% 395 +1,224 11.05% Q4 2025 Feb 10, 2026
Fifth Third Wealth Advisors LLC History Reduced 12,124 1,660 0.06% 0.06% 396 -1 -0.01% Q4 2025 Jan 15, 2026
Thomasville National Bank History Added to 12,121 1,659 0.1% 0.1% 397 +626 5.45% Q4 2025 Jan 26, 2026
United Advisor Group, LLC History New 11,987 1,641 0.2% — 398 +11,987 New Q4 2025 Jan 26, 2026
Golden State Wealth Management, LLC History Reduced 11,917 1,631 0.17% 0.19% 399 -21 -0.18% Q4 2025 Feb 13, 2026
Clarion Wealth Managment Partners, LLC History Reduced 11,782 1,613 1.49% 1.74% 400 -603 -4.87% Q4 2025 Feb 05, 2026
Perennial Investment Advisors, LLC History Reduced 11,726 1,605 0.13% 0.14% 401 -272 -2.27% Q4 2025 Feb 17, 2026
Financial Freedom, LLC History Reduced 11,716 1,604 0.8% 0.89% 402 -819 -6.53% Q4 2025 Feb 17, 2026
Consolidated Investment Group LLC History No change 11,700 1,602 0.19% 0.2% 403 0 0.0% Q4 2025 Jan 26, 2026
Venture Visionary Partners LLC History Added to 11,656 1,596 0.05% 0.06% 404 +1 0.01% Q4 2025 Feb 13, 2026
WILLNER & HELLER, LLC History Added to 11,602 1,588 1.14% 1.26% 405 +82 0.71% Q4 2025 Jan 12, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 11,532 1,579 0.42% 0.5% 406 -205 -1.75% Q4 2025 Jan 12, 2026
Betterment LLC History Added to 11,508 1,576 0.0% 0.0% 407 +3,465 43.08% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Reduced 11,378 1,558 0.0% 0.0% 408 -408 -3.46% Q4 2025 Feb 11, 2026
LWM Advisory Services, LLC History Reduced 11,372 1,557 0.91% 1.0% 409 -639 -5.32% Q4 2025 Feb 12, 2026
Clearstead Trust, LLC History No change 11,329 1,551 0.24% 0.28% 410 0 0.0% Q4 2025 Feb 09, 2026
Friday Financial History Reduced 11,291 1,546 0.55% 0.74% 411 -1,136 -9.14% Q4 2025 Jan 09, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 11,281 1,544 1.31% 1.42% 412 +141 1.27% Q4 2025 Jan 26, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 10,876 1,543 0.03% 0.03% 413 0 0.0% Q4 2025 Jan 26, 2026
SAXON INTERESTS, INC. History Reduced 11,243 1,539 0.54% 1.39% 414 -13,540 -54.63% Q4 2025 Feb 13, 2026
ROVIN CAPITAL /UT/ /ADV History Added to 11,223 1,537 0.41% 0.38% 415 +1,419 14.47% Q4 2025 Feb 09, 2026
BLB&B Advisors, LLC History Added to 11,216 1,535 0.06% 0.04% 416 +4,512 67.3% Q4 2025 Jan 26, 2026
FAS Wealth Partners, Inc. History Added to 11,144 1,526 0.1% 0.11% 417 +199 1.82% Q4 2025 Feb 18, 2026
Prime Capital Investment Advisors, LLC History Added to 11,049 1,513 0.02% 0.02% 418 +14 0.13% Q4 2025 Jan 21, 2026
MGO ONE SEVEN LLC History Added to 11,036 1,511 0.03% 0.01% 419 +7,597 220.91% Q4 2025 Feb 03, 2026
FIDUCIARY TRUST CO History Reduced 10,984 1,504 0.02% 0.02% 420 -624 -5.38% Q4 2025 Feb 13, 2026
Greenline Wealth Management LLC History New 10,917 1,495 1.55% — 421 +10,917 New Q4 2025 Feb 13, 2026
Ancora Advisors LLC History No change 10,881 1,490 0.03% 0.03% 422 0 0.0% Q4 2025 Feb 17, 2026
Cornerstone Financial Management LLC History New 10,808 1,480 1.39% — 423 +10,808 New Q4 2025 Feb 13, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 10,796 1,478 0.03% 0.03% 424 +782 7.81% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO History No change 10,329 1,465 0.02% 0.02% 425 0 0.0% Q4 2025 Jan 26, 2026
Glass Jacobson Investment Advisors llc History Reduced 10,685 1,463 0.53% 0.57% 426 -299 -2.72% Q4 2025 Jan 22, 2026
One Day In July LLC History Reduced 10,645 1,457 0.12% 0.13% 427 -40 -0.37% Q4 2025 Feb 04, 2026
James J. Burns & Company, LLC History Added to 10,638 1,456 0.2% 0.22% 428 +115 1.09% Q4 2025 Jan 23, 2026
Dynamic Advisor Solutions LLC History Added to 10,575 1,448 0.05% 0.04% 429 +269 2.61% Q4 2025 Jan 09, 2026
Eldridge Investment Advisors, Inc. History No change 10,548 1,444 0.32% 0.34% 430 0 0.0% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Added to 10,485 1,435 0.02% 0.02% 431 +2,437 30.28% Q4 2025 Jan 22, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 10,466 1,433 0.8% 0.92% 432 -4 -0.04% Q4 2025 Jan 16, 2026
Cadence Bank History No change 10,257 1,404 0.08% 0.09% 433 0 0.0% Q4 2025 Jan 30, 2026
Integrated Wealth Concepts LLC History Reduced 10,189 1,395 0.02% 0.03% 434 -9,875 -49.22% Q4 2025 Feb 13, 2026
Wealthcare Advisory Partners LLC History Reduced 10,121 1,385 0.03% 0.03% 435 -408 -3.88% Q4 2025 Jan 14, 2026
Belpointe Asset Management LLC History Reduced 10,109 1,384 0.05% 0.06% 436 -226 -2.19% Q4 2025 Jan 27, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 10,083 1,380 0.16% 0.08% 437 +5,539 121.9% Q4 2025 Feb 17, 2026
Cranbrook Wealth Management, LLC History No change 10,035 1,374 0.27% 0.29% 438 0 0.0% Q4 2025 Jan 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 10,016 1,371 0.02% 0.02% 439 +2,738 37.62% Q4 2025 Feb 10, 2026
Dynamic Financial Group History Added to 9,966 1,364 1.16% 1.22% 440 +129 1.31% Q4 2025 Jan 26, 2026
HB Wealth Management, LLC History Added to 9,779 1,339 0.01% 0.01% 441 +580 6.31% Q4 2025 Jan 28, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History New 9,705 1,329 0.01% — 442 +9,705 New Q4 2025 Jan 13, 2026
SAX WEALTH ADVISORS, LLC History Reduced 9,709 1,329 0.06% 0.09% 443 -1,741 -15.21% Q4 2025 Jan 12, 2026
Proactive Wealth Strategies LLC History Reduced 9,690 1,326 0.53% 0.6% 444 -32 -0.33% Q4 2025 Feb 05, 2026
CENTRAL TRUST Co History No change 9,645 1,320 0.03% 0.03% 445 0 0.0% Q4 2025 Feb 02, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 9,626 1,318 0.08% 0.07% 446 +2,570 36.42% Q4 2025 Feb 10, 2026
PGIM Custom Harvest LLC History Added to 9,527 1,304 0.02% 0.02% 447 +201 2.16% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Reduced 9,445 1,293 0.03% 0.03% 448 -363 -3.7% Q4 2025 Feb 13, 2026
MidWestOne Financial Group, Inc. History No change 9,378 1,284 0.14% 0.16% 449 0 0.0% Q4 2025 Feb 12, 2026
BHK Investment Advisors, LLC History Added to 9,351 1,280 0.42% 0.49% 450 +96 1.04% Q4 2025 Feb 03, 2026
ARCADIA INVESTMENT MANAGEMENT CORP/MI History Added to 9,275 1,270 0.21% 0.18% 451 +850 10.09% Q4 2025 Feb 10, 2026
Reynders McVeigh Capital Management, LLC History No change 9,250 1,267 0.06% 0.06% 452 0 0.0% Q4 2025 Feb 02, 2026
Next Capital Management LLC History Added to 9,242 1,265 0.41% 0.44% 453 +7 0.08% Q4 2025 Feb 11, 2026
Arax Advisory Partners History New 9,159 1,254 0.04% — 454 +9,159 New Q4 2025 Feb 13, 2026
KINTRA WEALTH, LLC History Added to 9,144 1,252 0.17% 0.67% 455 +808 9.69% Q4 2025 Feb 18, 2026
NewEdge Wealth, LLC History Added to 9,109 1,247 0.01% 0.01% 456 +5,383 144.47% Q4 2025 Feb 03, 2026
Duncan Williams Asset Management, LLC History Reduced 9,358 1,245 0.31% 0.38% 457 -28 -0.3% Q4 2025 Feb 05, 2026
NBC SECURITIES, INC. History Added to 9,030 1,236 0.09% 0.1% 458 +295 3.38% Q4 2025 Jan 29, 2026
PACK Private Wealth, LLC History No change 9,031 1,236 0.56% 0.61% 459 0 0.0% Q4 2025 Feb 17, 2026
Stonebridge Capital Advisors LLC History Reduced 8,981 1,229 0.09% 0.1% 460 -539 -5.66% Q4 2025 Feb 12, 2026
EVOKE WEALTH, LLC History Reduced 8,942 1,224 0.02% 0.03% 461 -945 -9.56% Q4 2025 Feb 06, 2026
Keel Point, LLC History Reduced 8,864 1,213 0.07% 0.08% 462 -42 -0.47% Q4 2025 Feb 12, 2026
Roberts Financial Services LLC History Reduced 8,830 1,209 0.38% 0.42% 463 -258 -2.84% Q4 2025 Jan 23, 2026
Holland Advisory Services, Inc. History Reduced 8,822 1,208 1.63% 1.73% 464 -50 -0.56% Q4 2025 Jan 12, 2026
TSFG, LLC History Reduced 8,784 1,203 0.18% 0.22% 465 -1,005 -10.27% Q4 2025 Feb 04, 2026
MATTERS CAPITAL LLC History New 8,777 1,201 0.98% — 466 +8,777 New Q4 2025 Feb 17, 2026
Wealth Management Partners, LLC History Reduced 8,705 1,192 0.34% 0.4% 467 -32 -0.37% Q4 2025 Jan 12, 2026
Orin Green Financial, LLC History Reduced 8,687 1,189 0.48% 0.52% 468 -417 -4.58% Q4 2025 Feb 06, 2026
MONECO ADVISORS, LLC History Added to 8,562 1,172 0.09% 0.1% 469 +85 1.0% Q4 2025 Feb 04, 2026
Asempa Wealth Advisors History New 8,504 1,164 1.0% — 470 +8,504 New Q4 2025 Jan 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 8,432 1,154 0.09% 0.09% 471 -158 -1.84% Q4 2025 Jan 23, 2026
Smith Salley Wealth Management History No change 8,419 1,152 0.06% 0.06% 472 0 0.0% Q4 2025 Jan 27, 2026
Valued Retirements, Inc. History Added to 8,400 1,150 1.12% 1.13% 473 +1,194 16.57% Q4 2025 Feb 09, 2026
Brickley Wealth Management History Reduced 8,391 1,149 0.19% 0.21% 474 -1 -0.01% Q4 2025 Jan 29, 2026
Callan Family Office, LLC History Added to 8,252 1,130 0.02% 0.04% 475 +82 1.0% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 8,215 1,124 0.0% 0.02% 476 -52,630 -86.5% Q4 2025 Jan 23, 2026
Capital Square, LLC History Added to 8,186 1,121 0.57% 0.58% 477 +180 2.25% Q4 2025 Feb 13, 2026
Wilmington Savings Fund Society, FSB History Added to 8,179 1,120 0.03% 0.03% 478 +185 2.31% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 8,138 1,114 0.02% 0.02% 479 -361 -4.25% Q4 2025 Feb 12, 2026
World Investment Advisors History Added to 8,123 1,112 0.02% 0.02% 480 +696 9.37% Q4 2025 Mar 12, 2026
True Link Financial Advisors, LLC History No change 8,094 1,108 0.07% 0.07% 481 0 0.0% Q4 2025 Jan 29, 2026
AMJ Financial Wealth Management History Added to 8,071 1,105 0.26% 0.27% 482 +245 3.13% Q4 2025 Feb 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 8,039 1,100 0.06% 0.05% 483 +2,666 49.62% Q4 2025 Jan 26, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 7,997 1,095 0.47% 0.55% 485 +2 0.03% Q4 2025 Feb 13, 2026
GFS Advisors, LLC History No change 8,000 1,095 0.13% 0.15% 484 0 0.0% Q4 2025 Feb 11, 2026
Cadent Capital Advisors, LLC History New 7,972 1,091 0.28% — 486 +7,972 New Q4 2025 Jan 13, 2026
Linden Thomas Advisory Services, LLC History New 7,965 1,090 0.11% — 487 +7,965 New Q4 2025 Jan 16, 2026
Vise Technologies, Inc. History Added to 7,933 1,086 0.02% 0.03% 488 +1,634 25.94% Q4 2025 Feb 11, 2026
Marin Bay Wealth Advisors, LLC History New 7,896 1,081 0.62% — 489 +7,896 New Q4 2025 Feb 17, 2026
BEARING POINT CAPITAL, LLC History Added to 7,887 1,080 0.17% 0.16% 490 +1,274 19.27% Q4 2025 Feb 10, 2026
GARRISON POINT ADVISORS, LLC History Added to 7,858 1,076 0.48% 0.45% 491 +242 3.18% Q4 2025 Feb 13, 2026
REBALANCE, LLC History Added to 7,848 1,074 0.06% 0.07% 492 +17 0.22% Q4 2025 Jan 15, 2026
WEDBUSH SECURITIES INC History New 7,764 1,063 0.03% — 493 +7,764 New Q4 2025 Feb 12, 2026
Choate Investment Advisors History Reduced 7,760 1,062 0.02% 0.03% 494 -2,300 -22.86% Q4 2025 Feb 09, 2026
Jacobs Equity LLC History New 7,713 1,056 1.02% — 496 +7,713 New Q4 2025 Feb 19, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 7,715 1,056 0.26% 0.27% 495 +206 2.74% Q4 2025 Feb 09, 2026
OARSMAN CAPITAL, INC. History No change 7,683 1,052 0.14% 0.15% 497 0 0.0% Q4 2025 Feb 13, 2026
Alpine Bank Wealth Management History No change 7,640 1,046 0.15% 0.15% 498 0 0.0% Q4 2025 Jan 15, 2026
Coppell Advisory Solutions LLC History No change 7,470 1,034 0.1% 0.11% 499 0 0.0% Q4 2025 Feb 17, 2026
Key FInancial Inc History No change 7,505 1,027 0.19% 0.2% 500 0 0.0% Q4 2025 Feb 09, 2026
FULTON BANK, N.A. History No change 7,471 1,023 0.04% 0.04% 501 0 0.0% Q4 2025 Jan 08, 2026
Sound View Wealth Advisors Group, LLC History Reduced 7,421 1,016 0.07% 0.07% 502 -6 -0.08% Q4 2025 Jan 08, 2026
Bedel Financial Consulting, Inc. History Added to 7,391 1,012 0.11% 0.13% 503 +108 1.48% Q4 2025 Jan 28, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 7,388 1,011 0.07% 0.07% 504 +115 1.58% Q4 2025 Jan 07, 2026
LMCG INVESTMENTS, LLC History Reduced 7,274 996 0.06% 0.06% 505 -321 -4.23% Q4 2025 Feb 03, 2026
VICTORY FINANCIAL GROUP, LLC History New 7,249 992 0.12% — 506 +7,249 New Q4 2025 Jan 15, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 7,200 985 0.61% — 507 +7,200 New Q4 2025 Feb 13, 2026
Affiance Financial, LLC History No change 7,186 984 0.16% 0.19% 508 0 0.0% Q4 2025 Jan 21, 2026
Harbour Capital Advisors, LLC History No change 7,105 981 0.2% 0.21% 509 0 0.0% Q4 2025 Jan 07, 2026
Legacy Capital Wealth Partners, LLC History Added to 7,070 968 0.21% 0.22% 510 +61 0.87% Q4 2025 Jan 16, 2026
WEALTH ALLIANCE, LLC History Added to 7,046 964 0.09% 0.07% 511 +2,307 48.68% Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Reduced 7,046 964 0.11% 0.13% 512 -324 -4.4% Q4 2025 Jan 20, 2026
Linscomb Wealth, Inc. History No change 7,037 963 0.04% 0.04% 513 0 0.0% Q4 2025 Feb 10, 2026
Dougherty Wealth Advisers LLC History Added to 7,030 962 0.54% 0.57% 514 +862 13.98% Q4 2025 Jan 29, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 7,000 959 0.54% 0.52% 515 0 0.0% Q4 2025 Jan 15, 2026
Canandaigua National Trust Co of Florida History Added to 6,955 952 0.6% 0.77% 516 +169 2.49% Q4 2025 Jan 30, 2026
Brooklyn Investment Group History Added to 6,849 951 0.04% 0.09% 517 +2,130 45.14% Q4 2025 Feb 12, 2026
American Trust History Reduced 6,941 950 0.08% 0.18% 518 -7,871 -53.14% Q4 2025 Feb 17, 2026
Fortis Capital Advisors, LLC History Reduced 6,897 944 0.14% 0.16% 519 -76 -1.09% Q4 2025 Jan 27, 2026
Lee-Kelleher Wealth Management History No change 6,885 942 0.56% 0.6% 520 0 0.0% Q4 2025 Jan 14, 2026
Gryphon Financial Partners LLC History Added to 6,832 935 0.1% 0.11% 521 +12 0.18% Q4 2025 Jan 08, 2026
CSM Advisors, LLC History No change 6,800 931 0.03% 0.03% 522 0 0.0% Q4 2025 Feb 11, 2026
NICOLET BANKSHARES INC History Added to 6,748 924 0.15% 0.14% 523 +691 11.41% Q4 2025 Feb 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 6,715 919 0.02% 0.02% 524 +300 4.68% Q4 2025 Feb 06, 2026
APPLETON PARTNERS INC/MA History No change 6,672 914 0.06% 0.06% 525 0 0.0% Q4 2025 Jan 09, 2026
SIGNATUREFD, LLC History Reduced 6,627 907 0.01% 0.02% 526 -1,270 -16.08% Q4 2025 Jan 20, 2026
Prosperity Wealth Management, Inc. History New 6,589 902 0.3% — 527 +6,589 New Q4 2025 Mar 27, 2026
Garden State Investment Advisory Services LLC History Reduced 6,557 898 0.2% 0.21% 528 -73 -1.1% Q4 2025 Feb 17, 2026
Princeton Global Asset Management LLC History Reduced 6,544 896 0.15% 0.16% 529 -18 -0.27% Q4 2025 Jan 20, 2026
Clearwave Capital, LLC History New 6,525 893 0.66% — 531 +6,525 New Q4 2025 Mar 02, 2026
Parkside Financial Bank & Trust History Added to 6,525 893 0.07% 0.07% 530 +37 0.57% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 6,469 885 0.0% 0.0% 532 +182 2.89% Q4 2025 Jan 12, 2026
Annex Advisory Services, LLC History Added to 6,470 885 0.02% 0.02% 533 +3 0.05% Q4 2025 Jan 26, 2026
WEDGEWOOD INVESTORS INC /PA/ History Reduced 6,414 878 1.0% 1.11% 534 -680 -9.59% Q4 2025 Feb 04, 2026
Visionary Wealth Advisors History Reduced 6,407 877 0.04% 0.05% 535 -398 -5.85% Q4 2025 Feb 13, 2026
Stegner Investment Associates Inc. History Added to 6,336 867 0.46% 0.33% 536 +2,072 48.59% Q4 2025 Jan 30, 2026
Renasant Bank History Reduced 6,314 864 0.59% 0.66% 537 -1,028 -14.0% Q4 2025 Jan 30, 2026
Legacy Bridge, LLC History No change 6,309 863 0.35% 0.37% 538 0 0.0% Q4 2025 Jan 23, 2026
Stonebridge Financial Planning Group, LLC History Added to 6,298 862 0.31% 0.33% 539 +57 0.91% Q4 2025 Feb 05, 2026
Wise Wealth Partners History Added to 6,291 861 1.24% 1.37% 540 +1 0.02% Q4 2025 Jan 29, 2026
GRANVILLE CAPITAL, INC. History New 6,250 855 0.45% — 541 +6,250 New Q4 2025 Feb 13, 2026
DAVIS R M INC History No change 6,176 845 0.01% 0.02% 542 0 0.0% Q4 2025 Feb 12, 2026
Pathway Financial Advisors LLC History No change 5,950 844 0.11% 0.11% 543 0 0.0% Q4 2025 Jan 14, 2026
BAYBAN History New 6,156 843 0.75% — 544 +6,156 New Q4 2025 Mar 05, 2026
Round Rock Advisors LLC History Reduced 6,149 842 0.13% 0.14% 545 -280 -4.36% Q4 2025 Apr 07, 2026
Richardson Capital Management LLC History No change 6,137 840 0.42% 0.41% 546 0 0.0% Q4 2025 Jan 30, 2026
Financial Alternatives, Inc History No change 6,140 840 0.49% 0.53% 547 0 0.0% Q4 2025 Feb 04, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 6,074 831 0.13% 0.14% 548 0 0.0% Q4 2025 Feb 11, 2026
FIRST UNITED BANK & TRUST History No change 6,060 829 0.26% 0.28% 549 0 0.0% Q4 2025 Jan 21, 2026
Octavia Wealth Advisors, LLC History Reduced 6,050 828 0.08% 0.1% 550 -1,139 -15.84% Q4 2025 Jan 23, 2026
Viewpoint Capital Management LLC History No change 6,000 821 0.36% 0.38% 551 0 0.0% Q4 2025 Feb 11, 2026
Midwest Capital Advisors, LLC History Added to 5,993 820 0.39% 0.41% 552 +42 0.71% Q4 2025 Jan 29, 2026
Magnus Financial Group LLC History Added to 5,976 818 0.06% 0.06% 553 +328 5.81% Q4 2025 Jan 07, 2026
Olistico Wealth, LLC History Reduced 5,958 815 0.4% 0.66% 554 -2,883 -32.61% Q4 2025 Jan 13, 2026
Plancorp, LLC History No change 5,881 805 0.02% 0.03% 555 0 0.0% Q4 2025 Feb 05, 2026
GREENLEAF TRUST History No change 5,876 804 0.01% 0.01% 556 0 0.0% Q4 2025 Jan 21, 2026
RVW Wealth, LLC History New 5,867 803 0.06% — 557 +5,867 New Q4 2025 Jan 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 5,841 799 0.03% 0.04% 558 0 0.0% Q4 2025 Feb 09, 2026
ELLERSON GROUP INC /ADV History Reduced 5,814 796 0.54% 1.9% 560 -15,592 -72.84% Q4 2025 Feb 09, 2026
ASSOCIATED BANC-CORP History No change 5,819 796 0.02% 0.02% 559 0 0.0% Q4 2025 Feb 06, 2026
NTV ASSET MANAGEMENT LLC History No change 5,705 781 0.08% 0.09% 561 0 0.0% Q4 2025 Jan 20, 2026
Liberty Capital Management, Inc. History Added to 5,683 778 0.14% 0.11% 562 +1,445 34.1% Q4 2025 Jan 26, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 5,686 777 0.23% 0.21% 563 +1,459 34.52% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Reduced 5,648 773 0.04% 0.05% 565 -265 -4.48% Q4 2025 Feb 05, 2026
Heritage Wealth Advisors History No change 5,652 773 0.03% 0.04% 564 0 0.0% Q4 2025 Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 5,637 771 0.0% 0.0% 566 +339 6.4% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Added to 5,527 756 0.01% 0.01% 567 +577 11.66% Q4 2025 Feb 13, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 5,462 747 0.04% 0.04% 568 0 0.0% Q4 2025 Feb 13, 2026
Rockwood Wealth Management, LLC History No change 5,451 746 0.06% 0.06% 569 0 0.0% Q4 2025 Jan 29, 2026
Allen Investment Management, LLC History No change 5,439 744 0.01% 0.01% 570 0 0.0% Q4 2025 Feb 10, 2026
NBT BANK N A /NY History No change 5,409 740 0.05% 0.05% 571 0 0.0% Q4 2025 Jan 23, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 5,394 738 0.23% 0.25% 572 +108 2.04% Q4 2025 Feb 12, 2026
Flagship Private Wealth, LLC History Reduced 5,394 738 0.29% 0.31% 573 -88 -1.61% Q4 2025 Feb 04, 2026
Investmark Advisory Group LLC History Added to 5,395 738 0.31% 0.33% 574 +74 1.39% Q4 2025 Jan 28, 2026
Livet Wealth, LLC History New 5,331 730 0.45% — 576 +5,331 New Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Added to 5,331 730 0.13% 0.01% 575 +8 0.15% Q4 2025 Mar 04, 2026
Vestmark Advisory Solutions, Inc. History New 5,325 729 0.01% — 577 +5,325 New Q4 2025 Feb 06, 2026
ROCKLAND TRUST CO History Reduced 5,310 727 0.03% 0.03% 578 -108 -1.99% Q4 2025 Jan 15, 2026
Red Tortoise LLC History No change 5,310 727 0.31% 0.33% 579 0 0.0% Q4 2025 Jan 22, 2026
Global Wealth Strategies & Associates History Reduced 5,306 726 0.18% 0.21% 580 -382 -6.72% Q4 2025 Jan 02, 2026
LVW Advisors, LLC History New 5,216 714 0.07% — 582 +5,216 New Q4 2025 Jan 14, 2026
Clark Capital Management Group, Inc. History Added to 5,218 714 0.0% 0.0% 581 +39 0.75% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 5,202 712 0.01% 0.01% 584 -357 -6.42% Q4 2025 Feb 03, 2026
MERIDIAN MANAGEMENT CO History No change 5,200 712 0.18% 0.2% 583 0 0.0% Q4 2025 Feb 10, 2026
Ruggaard & Associates LLC History No change 5,200 712 0.28% 0.28% 585 0 0.0% Q4 2025 Feb 20, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 5,192 710 0.01% 0.01% 586 -86 -1.63% Q4 2025 Feb 02, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 5,178 709 0.11% 0.12% 587 0 0.0% Q4 2025 Feb 12, 2026
White Knight Strategic Wealth Advisors, LLC History Added to 5,152 705 0.52% 0.57% 588 +46 0.9% Q4 2025 Feb 20, 2026
Gilbert & Cook, Inc. History Added to 5,142 704 0.09% 0.09% 589 +412 8.71% Q4 2025 Jan 07, 2026
Essex Bank History Reduced 5,128 702 0.15% 0.16% 590 -15 -0.29% Q4 2025 Feb 02, 2026
Bryn Mawr Trust Advisors, LLC History Added to 5,100 698 0.03% 0.03% 592 +1,157 29.34% Q4 2025 Feb 04, 2026
Sharkey, Howes & Javer History No change 5,103 698 0.09% 0.09% 591 0 0.0% Q4 2025 Jan 13, 2026
L. Roy Papp & Associates, LLP History Added to 5,093 697 0.08% 0.08% 593 +1 0.02% Q4 2025 Jan 28, 2026
Valmark Advisers, Inc. History Reduced 5,083 696 0.01% 0.01% 594 -1,679 -24.83% Q4 2025 Jan 26, 2026
First Western Trust Bank History Reduced 5,084 696 0.03% 0.03% 595 -115 -2.21% Q4 2025 Feb 12, 2026
Owen LaRue, LLC History Reduced 5,090 696 0.26% 0.29% 596 -66 -1.28% Q4 2025 Feb 05, 2026
UNIVEST FINANCIAL Corp History Added to 5,070 694 0.04% 0.04% 597 +551 12.19% Q4 2025 Feb 04, 2026
Bensler, LLC History Reduced 5,068 693 0.07% 0.1% 598 -1,744 -25.6% Q4 2025 Feb 04, 2026
Savvy Advisors, Inc. History Reduced 5,052 691 0.02% 0.04% 599 -706 -12.26% Q4 2025 Jan 20, 2026
UPTICK PARTNERS, LLC History Added to 5,036 689 0.15% 0.1% 600 +2,377 89.39% Q4 2025 Feb 02, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 5,028 688 0.14% 0.14% 601 -116 -2.26% Q4 2025 Jan 12, 2026
WealthPLAN Partners, LLC History Reduced 5,020 687 0.1% 0.11% 602 -105 -2.05% Q4 2025 Feb 12, 2026
Foundation Wealth Management, LLC\PA History No change 5,017 687 0.25% 0.28% 603 0 0.0% Q4 2025 Jan 15, 2026
Manchester Capital Management LLC History Reduced 5,016 686 0.09% 0.11% 605 -677 -11.89% Q4 2025 Feb 11, 2026
October Effect Ltd History Reduced 5,011 686 0.76% 0.81% 606 -162 -3.13% Q4 2025 Jan 20, 2026
WHITE PINE CAPITAL LLC History No change 5,012 686 0.19% 0.2% 604 0 0.0% Q4 2025 Feb 09, 2026
D. E. Shaw & Co., Inc. History New 5,008 685 0.0% — 607 +5,008 New Q4 2025 Feb 17, 2026
ORG Partners LLC History Added to 4,957 678 0.12% 0.09% 608 +1,627 48.86% Q4 2025 Jan 14, 2026
Bragg Financial Advisors, Inc History No change 4,951 677 0.02% 0.02% 609 0 0.0% Q4 2025 Feb 13, 2026
BAILARD, INC. History No change 4,929 674 0.01% 0.02% 610 0 0.0% Q4 2025 Feb 04, 2026
AIRE ADVISORS, LLC History No change 4,831 661 0.12% 0.12% 611 0 0.0% Q4 2025 Feb 17, 2026
WealthCare Investment Partners, LLC History Added to 4,768 659 0.19% 0.22% 612 +68 1.45% Q4 2025 Jan 06, 2026
Providence Capital Advisors, LLC History Reduced 4,808 658 0.11% 0.14% 613 -1,024 -17.56% Q4 2025 Feb 12, 2026
SouthState Bank Corp History Reduced 4,785 655 0.03% 0.04% 614 -708 -12.89% Q4 2025 Feb 11, 2026
CERTUITY, LLC History Reduced 4,788 655 0.04% 0.05% 615 -140 -2.84% Q4 2025 Jan 30, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 4,759 651 0.0% 0.0% 616 -1,094 -18.69% Q4 2025 Feb 17, 2026
Strategic Blueprint, LLC History Reduced 4,751 650 0.04% 0.03% 617 -192 -3.88% Q4 2025 Jan 30, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 4,725 647 0.11% 0.13% 618 -692 -12.77% Q4 2025 Jan 27, 2026
Colonial Trust Co / SC History Reduced 4,685 641 0.09% 0.09% 619 -38 -0.8% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History No change 4,670 639 0.04% 0.04% 620 0 0.0% Q4 2025 Feb 06, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 4,656 637 0.22% 0.24% 621 0 0.0% Q4 2025 Jan 20, 2026
WealthPlan Investment Management, LLC History Reduced 4,651 636 0.04% 0.04% 622 -3 -0.06% Q4 2025 Feb 05, 2026
Elm3 Financial Group, LLC History Added to 4,608 631 0.52% 0.53% 624 +92 2.04% Q4 2025 Jan 22, 2026
Jackson Hole Capital Partners, LLC History No change 4,608 631 0.11% 0.11% 623 0 0.0% Q4 2025 Jan 30, 2026
Values Added Financial LLC History No change 4,603 630 0.27% 0.29% 625 0 0.0% Q4 2025 Jan 16, 2026
Park Place Capital Corp History Added to 4,572 626 0.13% 0.1% 626 +1,191 35.23% Q4 2025 Jan 09, 2026
RFG Advisory, LLC History Reduced 4,510 617 0.01% 0.01% 627 -19 -0.42% Q4 2025 Feb 03, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 4,502 616 0.0% 0.0% 628 +1,587 54.44% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 4,489 614 0.01% 0.01% 629 +148 3.41% Q4 2025 Jan 30, 2026
Performa Ltd (US), LLC History Added to 4,462 611 0.16% 0.05% 630 +3,005 206.25% Q4 2025 Feb 10, 2026
Financial Sense Advisors, Inc. History Added to 4,416 604 0.11% 0.1% 631 +177 4.18% Q4 2025 Feb 13, 2026
Legacy Advisors, LLC History Added to 4,408 603 0.06% 0.07% 632 +400 9.98% Q4 2025 Jan 27, 2026
Fiera Capital Corp History Added to 4,382 600 0.0% 0.0% 633 +1,402 47.05% Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Reduced 4,422 599 0.01% 0.02% 634 -127 -2.79% Q4 2025 Feb 09, 2026
QUADRANT CAPITAL GROUP LLC History No change 4,314 590 0.02% 0.02% 635 0 0.0% Q4 2025 Feb 13, 2026
Key Capital Management, INC History New 4,290 587 0.58% — 638 +4,290 New Q4 2025 Jan 26, 2026
Trail Ridge Investment Advisors, LLC History Reduced 4,293 587 0.25% 0.28% 637 -147 -3.31% Q4 2025 Jan 28, 2026
Sunbelt Securities, Inc. History Reduced 4,289 587 0.04% 0.04% 636 -10 -0.23% Q4 2025 Feb 20, 2026
Stratos Wealth Advisors, LLC History Added to 4,276 585 0.03% 0.03% 639 +545 14.61% Q4 2025 Jan 20, 2026
Chicago Wealth Management, Inc. History Reduced 4,256 582 0.23% 0.31% 641 -730 -14.64% Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Reduced 4,250 582 0.01% 0.01% 640 -1 -0.02% Q4 2025 Jan 16, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 4,251 582 0.06% 0.07% 642 0 0.0% Q4 2025 Feb 13, 2026
VIAWEALTH, LLC History Reduced 4,236 580 0.33% 0.4% 643 -850 -16.71% Q4 2025 Feb 10, 2026
Topsail Wealth Management, LLC History Added to 4,235 579 0.08% 0.1% 644 +54 1.29% Q4 2025 Feb 04, 2026
Granite Harbor Advisors, Inc. History Added to 4,192 574 0.24% 0.25% 646 +45 1.09% Q4 2025 Jan 22, 2026
Icon Wealth Advisors, LLC History No change 4,195 574 0.04% 0.04% 645 0 0.0% Q4 2025 Feb 13, 2026
William Allan Corp History New 4,175 571 0.32% — 647 +4,175 New Q4 2025 Feb 12, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 4,117 564 0.01% 0.02% 648 -968 -19.04% Q4 2025 Feb 12, 2026
Integrated Advisors Network LLC History Added to 4,119 564 0.02% 0.02% 649 +71 1.75% Q4 2025 Feb 17, 2026
Werba Rubin Papier Wealth Management History Added to 4,097 561 0.15% 0.09% 650 +4 0.1% Q4 2025 Jan 27, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 4,096 560 0.02% 0.02% 651 -17 -0.41% Q4 2025 Feb 17, 2026
Financial Insights, Inc. History Reduced 4,080 558 0.19% 0.2% 652 -83 -1.99% Q4 2025 Mar 31, 2026
Prestige Wealth Management Group LLC History No change 4,066 556 0.11% 0.11% 653 0 0.0% Q4 2025 Feb 11, 2026
Fingerlakes Wealth Management, Inc. History Reduced 4,039 553 0.35% 0.38% 654 -80 -1.94% Q4 2025 Feb 05, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 4,000 547 0.03% 0.04% 655 0 0.0% Q4 2025 Jan 07, 2026
SMITH, MOORE & CO. History Reduced 3,989 546 0.04% 0.04% 656 -83 -2.04% Q4 2025 Jan 23, 2026
Carl P. Sherr & Co., LLC History Reduced 3,970 538 0.24% 0.27% 657 -46 -1.15% Q4 2025 Feb 09, 2026
Snowden Capital Advisors LLC History New 3,908 535 0.01% — 659 +3,908 New Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 3,912 535 0.01% 0.01% 658 +4 0.1% Q4 2025 Feb 03, 2026
KKM Financial LLC History No change 3,909 535 0.09% 0.17% 660 0 0.0% Q4 2025 Feb 18, 2026
Cohen Capital Management, Inc. History Added to 3,899 533 0.08% 0.09% 661 +1 0.03% Q4 2025 Jan 20, 2026
Diversify Advisory Services, LLC History Reduced 3,714 525 0.02% 0.02% 662 -600 -13.91% Q4 2025 Jan 23, 2026
Finley Financial, LLC History No change 3,840 525 0.24% 0.25% 663 0 0.0% Q4 2025 Jan 21, 2026
Haverford Trust Co History No change 3,827 524 0.0% 0.0% 664 0 0.0% Q4 2025 Feb 13, 2026
MIDDLETON & CO INC/MA History No change 3,819 522 0.06% 0.06% 665 0 0.0% Q4 2025 Jan 29, 2026
Skyline Advisors, Inc. History Reduced 3,807 521 0.17% 0.19% 666 -4 -0.1% Q4 2025 Jan 12, 2026
STAGE HARBOR FINANCIAL, LLC History Added to 3,791 519 0.35% 0.24% 667 +1,516 66.64% Q4 2025 Feb 17, 2026
Ullmann Wealth Partners Group, LLC History No change 3,631 515 0.05% 0.06% 668 0 0.0% Q4 2025 Feb 12, 2026
Sage Capital Advisors,llc History No change 3,736 511 0.12% 0.13% 669 0 0.0% Q4 2025 Jan 06, 2026
BlueChip Wealth Advisors LLC History No change 3,724 509 0.21% 0.23% 670 0 0.0% Q4 2025 Feb 05, 2026
HANCOCK WHITNEY CORP History Reduced 3,711 508 0.01% 0.01% 671 -334 -8.26% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Reduced 3,700 506 0.02% 0.1% 672 -15,875 -81.1% Q4 2025 Jan 12, 2026
CITY HOLDING CO History Added to 3,666 502 0.06% 0.06% 673 +100 2.8% Q4 2025 Jan 22, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 3,671 502 0.05% 0.05% 674 -3 -0.08% Q4 2025 Jan 27, 2026
Roehl & Yi Investment Advisors, LLC History New 3,657 500 0.2% — 677 +3,657 New Q4 2025 Feb 17, 2026
SILVER OAK SECURITIES, INCORPORATED History New 3,613 500 0.03% — 675 +3,613 New Q4 2025 Jan 15, 2026
St. Clair Advisors, LLC History No change 3,658 500 0.13% 0.14% 676 0 0.0% Q4 2025 Jan 20, 2026
Berman McAleer LLC History No change 3,649 499 0.07% 0.07% 678 0 0.0% Q4 2025 Feb 05, 2026
FF Advisors,LLC History No change 3,620 495 0.22% 0.25% 679 0 0.0% Q4 2025 Feb 13, 2026
BlueSky Wealth Advisors, LLC History Added to 3,613 494 0.07% 0.07% 681 +29 0.81% Q4 2025 Jan 26, 2026
CAHILL FINANCIAL ADVISORS INC History No change 3,614 494 0.05% 0.06% 680 0 0.0% Q4 2025 Feb 18, 2026
Realta Investment Advisors History Added to 3,593 492 0.16% 0.03% 683 +2,869 396.27% Q4 2025 Jan 20, 2026
ANDERSON HOAGLAND & CO History No change 3,600 492 0.04% 0.05% 682 0 0.0% Q4 2025 Jan 05, 2026
Texas Yale Capital Corp. History No change 3,588 491 0.01% 0.02% 684 0 0.0% Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History No change 3,564 488 0.03% 0.03% 685 0 0.0% Q4 2025 Jan 23, 2026
Polaris Investment Advisors, LLC History New 3,531 483 0.35% — 686 +3,531 New Q4 2025 Jan 15, 2026
CENTAURUS FINANCIAL, INC. History Added to 3,509 481 0.02% 0.02% 687 +300 9.35% Q4 2025 Feb 13, 2026
SIMON QUICK ADVISORS, LLC History No change 3,508 480 0.02% 0.02% 688 0 0.0% Q4 2025 Jan 29, 2026
Evercore Wealth Management, LLC History No change 3,499 479 0.01% 0.01% 689 0 0.0% Q4 2025 Feb 17, 2026
Aufman Associates Inc History No change 3,499 479 0.25% 0.28% 690 0 0.0% Q4 2025 Feb 11, 2026
Stratos Investment Management, LLC History Added to 3,495 478 0.02% 0.02% 691 +1 0.03% Q4 2025 Jan 20, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 3,366 477 0.07% 0.08% 693 +1,683 100.0% Q4 2025 Jan 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 3,486 477 0.01% 0.01% 692 +153 4.59% Q4 2025 Feb 09, 2026
Strategies Wealth Advisors, LLC History Added to 3,469 475 0.05% 0.05% 694 +1 0.03% Q4 2025 Feb 13, 2026
Compound Planning, Inc. History Added to 3,457 473 0.01% 0.01% 697 +2,010 138.91% Q4 2025 Feb 19, 2026
White Lighthouse Investment Management Inc. History Added to 3,461 473 0.07% 0.06% 696 +744 27.38% Q4 2025 Feb 09, 2026
Independent Advisor Alliance History No change 3,461 473 0.01% 0.01% 695 0 0.0% Q4 2025 Feb 04, 2026
LongView Wealth Management History Added to 3,339 471 0.11% 0.13% 698 +64 1.95% Q4 2025 Jan 13, 2026
Signal Advisors Wealth, LLC History Reduced 3,410 466 0.04% 0.05% 699 -92 -2.63% Q4 2025 Jan 13, 2026
Caprock Group, LLC History Added to 3,393 464 0.01% 0.01% 700 +132 4.05% Q4 2025 Jan 28, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,377 462 0.13% 0.3% 701 -6,370 -65.35% Q4 2025 Feb 12, 2026
RHUMBLINE ADVISERS History New 3,380 462 0.0% — 702 +3,380 New Q4 2025 Feb 13, 2026
PFG Investments, LLC History Added to 3,359 460 0.02% 0.02% 703 +445 15.27% Q4 2025 Jan 26, 2026
Moss Adams Wealth Advisors LLC History Reduced 3,340 457 0.03% 0.04% 704 -30 -0.89% Q4 2025 Jan 26, 2026
Standard Family Office LLC History No change 3,300 451 0.48% 0.51% 705 0 0.0% Q4 2025 Feb 18, 2026
Almanack Investment Partners, LLC. History New 3,256 445 0.08% — 706 +3,256 New Q4 2025 Jan 29, 2026
Advisory Resource Group History Added to 3,244 444 0.08% 0.08% 707 +158 5.12% Q4 2025 Feb 12, 2026
LJI Wealth Management, LLC History No change 3,246 444 0.07% 0.08% 708 0 0.0% Q4 2025 Feb 03, 2026
Caldwell Trust Co History No change 3,248 444 0.04% 0.04% 709 0 0.0% Q4 2025 Jan 30, 2026
Blue Trust, Inc. History Added to 3,236 443 0.01% 0.0% 710 +708 28.01% Q4 2025 Jan 16, 2026
Ironwood Investment Counsel, LLC History Added to 3,230 442 0.06% 0.04% 711 +1,218 60.54% Q4 2025 Feb 06, 2026
Bison Wealth, LLC History New 3,437 440 0.05% — 713 +3,437 New Q4 2025 Mar 24, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 3,250 440 0.06% 0.08% 712 0 0.0% Q4 2025 Feb 11, 2026
Cherry Tree Wealth Management, LLC History No change 3,215 440 0.09% 0.1% 714 0 0.0% Q4 2025 Feb 10, 2026
NWF Advisory Services Inc. History Added to 3,206 439 0.05% 0.05% 715 +145 4.74% Q4 2025 Mar 03, 2026
Partners in Financial Planning History Reduced 3,204 438 0.07% 0.08% 716 -200 -5.88% Q4 2025 Feb 02, 2026
Joseph P. Lucia & Associates, LLC History Reduced 3,194 437 0.16% 0.23% 717 -1,026 -24.31% Q4 2025 Jan 28, 2026
Kovack Advisors, Inc. History New 3,189 436 0.02% — 719 +3,189 New Q4 2025 Feb 17, 2026
IRON Financial LLC History Reduced 3,188 436 0.2% 0.22% 718 -95 -2.89% Q4 2025 Jan 22, 2026
Old North State Trust, LLC History New 3,166 434 0.26% — 720 +3,166 New Q4 2025 Mar 24, 2026
U.S. Capital Wealth Advisors, LLC History Added to 3,148 431 0.01% 0.01% 722 +354 12.67% Q4 2025 Jan 23, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 3,151 431 0.07% 0.08% 721 0 0.0% Q4 2025 Jan 15, 2026
WealthTrust Axiom LLC History Reduced 3,142 430 0.11% 0.12% 723 -110 -3.38% Q4 2025 Feb 13, 2026
FreeGulliver LLC History Reduced 3,134 429 0.16% 0.2% 724 -16 -0.51% Q4 2025 Feb 12, 2026
STEPH & CO History Reduced 3,118 426 0.12% 0.14% 725 -91 -2.84% Q4 2025 Jan 23, 2026
Capital Advisors, Ltd. LLC History No change 3,108 426 0.05% 0.05% 726 0 0.0% Q4 2025 Jan 21, 2026
Regal Investment Advisors LLC History Added to 3,101 424 0.03% 0.03% 727 +73 2.41% Q4 2025 Feb 17, 2026
Investor's Fiduciary Advisor Network, LLC History New 3,079 421 0.09% — 730 +3,079 New Q4 2025 Feb 12, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 3,077 421 0.01% 0.01% 728 0 0.0% Q4 2025 Feb 10, 2026
Madison Asset Management, LLC History No change 3,078 421 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 04, 2026
Wolff Financial Management LLC History Reduced 3,069 420 0.09% 0.1% 731 -72 -2.29% Q4 2025 Feb 06, 2026
SkyOak Wealth, LLC History Reduced 3,072 420 0.08% 0.08% 732 -62 -1.98% Q4 2025 Feb 05, 2026
Continuum Advisory, LLC History Reduced 3,035 415 0.04% 0.05% 733 -2 -0.07% Q4 2025 Feb 11, 2026
Empower Advisory Group, LLC History Reduced 3,014 412 0.0% 0.0% 734 -1,493 -33.13% Q4 2025 Feb 12, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 3,015 412 0.02% 0.02% 735 0 0.0% Q4 2025 Jan 26, 2026
COMPASS CAPITAL MANAGEMENT, INC History Reduced 3,002 411 0.02% 0.03% 736 -926 -23.57% Q4 2025 Feb 12, 2026
Oxbow Advisors, LLC History Reduced 3,007 411 0.04% 0.04% 737 -73 -2.37% Q4 2025 Feb 04, 2026
Perfromance Wealth Partners, LLC History No change 3,005 411 0.01% 0.01% 738 0 0.0% Q4 2025 Jan 21, 2026
Texas Capital Bank Wealth Management Services Inc History Reduced 3,000 410 0.02% 0.04% 739 -154 -4.88% Q4 2025 Feb 09, 2026
Parkshore Wealth Management, Inc. History Added to 2,980 408 0.15% 0.17% 740 +4 0.13% Q4 2025 Feb 09, 2026
Tassel Capital Management, Inc. History No change 2,977 407 0.25% 0.27% 741 0 0.0% Q4 2025 Feb 13, 2026
LifePlan Investment Advisors, Inc. History Added to 2,966 406 0.17% 0.17% 742 +138 4.88% Q4 2025 Feb 09, 2026
Snider Financial Group History Reduced 2,960 405 0.11% 0.16% 744 -1,139 -27.79% Q4 2025 Jan 21, 2026
FARMERS TRUST CO History Added to 2,960 405 0.07% 0.05% 743 +1,046 54.65% Q4 2025 Jan 06, 2026
Jefferies Financial Group Inc. History Reduced 2,945 403 0.0% 0.0% 745 -2,272 -43.55% Q4 2025 Feb 09, 2026
CAPITAL ADVISORS INC/OK History Reduced 2,929 401 0.01% 0.01% 746 -210 -6.69% Q4 2025 Jan 15, 2026
SAGE RHINO CAPITAL LLC History No change 2,924 400 0.08% 0.08% 747 0 0.0% Q4 2025 Jan 30, 2026
BCS Private Wealth Management, Inc. History No change 2,920 399 0.14% 0.15% 748 0 0.0% Q4 2025 Jan 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 2,886 395 0.03% 0.02% 749 +747 34.92% Q4 2025 Feb 03, 2026
Gateway Wealth Partners, LLC History Added to 2,887 395 0.04% 0.05% 750 +33 1.16% Q4 2025 Feb 11, 2026
KilterHowling LLC History Added to 2,874 393 0.2% 0.23% 751 +4 0.14% Q4 2025 Feb 13, 2026
Grant Private Wealth Management Inc History No change 2,854 390 0.24% 0.25% 752 0 0.0% Q4 2025 Jan 05, 2026
XY Planning Network, Inc. History No change 2,843 389 0.07% 0.13% 753 0 0.0% Q4 2025 Jan 26, 2026
Summit Trail Advisors, LLC History Reduced 2,840 388 0.01% 0.01% 754 -258 -8.33% Q4 2025 Feb 17, 2026
L.K. Benson & Company, P.C. History Reduced 2,817 385 0.19% 0.25% 756 -494 -14.92% Q4 2025 Feb 06, 2026
Trilogy Capital Inc. History Reduced 2,812 385 0.02% 0.02% 755 -117 -3.99% Q4 2025 Jan 22, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 2,811 384 0.14% 0.15% 757 0 0.0% Q4 2025 Feb 09, 2026
Paladin Advisory Group, LLC History Reduced 2,792 382 0.28% 0.34% 758 -289 -9.38% Q4 2025 Jan 21, 2026
INVESTED ADVISORS History Added to 2,783 381 0.39% 0.43% 760 +465 20.06% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Added to 2,788 381 0.02% 0.02% 759 +371 15.35% Q4 2025 Jan 20, 2026
Advisory Alpha, LLC History Reduced 2,780 380 0.01% 0.01% 762 -13 -0.47% Q4 2025 Feb 06, 2026
Redhawk Wealth Advisors, Inc. History Added to 2,775 380 0.04% 0.05% 761 +2 0.07% Q4 2025 Jan 14, 2026
Syntegra Private Wealth Group, LLC History No change 2,766 378 0.03% 0.04% 763 0 0.0% Q4 2025 Feb 10, 2026
Navigation Wealth Management, Inc. History Added to 2,754 377 0.56% 0.55% 764 +116 4.4% Q4 2025 Jan 29, 2026
Madison Wealth Partners, Inc History Reduced 2,754 377 0.07% 0.08% 765 -44 -1.57% Q4 2025 Feb 10, 2026
Intrua Financial, LLC History New 2,751 376 0.04% — 767 +2,751 New Q4 2025 Feb 05, 2026
OneAscent Financial Services LLC History New 2,747 376 0.03% — 766 +2,747 New Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 2,741 375 0.01% 0.01% 768 +516 23.19% Q4 2025 Jan 30, 2026
GC Wealth Management RIA, LLC History Added to 2,710 371 0.01% 0.01% 769 +820 43.39% Q4 2025 Jan 30, 2026
OpenArc Corporate Advisory, LLC History New 2,699 369 0.01% — 772 +2,699 New Q4 2025 Feb 13, 2026
Sterling Investment Counsel, LLC History New 2,696 369 0.11% — 771 +2,696 New Q4 2025 Jan 27, 2026
Kelman-Lazarov, Inc. History No change 2,698 369 0.05% 0.06% 770 0 0.0% Q4 2025 Jan 26, 2026
Mason & Associates, LLC History Reduced 2,682 367 0.08% 0.11% 775 -400 -12.98% Q4 2025 Jan 21, 2026
Elevated Capital Advisors, LLC History No change 2,686 367 0.09% 0.09% 773 0 0.0% Q4 2025 Jan 27, 2026
BCGM Wealth Management, LLC History No change 2,684 367 0.09% 0.1% 774 0 0.0% Q4 2025 Jan 07, 2026
GeoWealth Management, LLC History Added to 2,675 366 0.01% 0.01% 776 +156 6.19% Q4 2025 Feb 17, 2026
Joel Isaacson & Co., LLC History Reduced 2,668 365 0.01% 0.01% 777 -88 -3.19% Q4 2025 Jan 30, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 2,660 364 0.02% 0.03% 778 0 0.0% Q4 2025 Feb 10, 2026
Cascade Financial Partners, LLC History Reduced 2,652 363 0.04% 0.04% 779 -24 -0.9% Q4 2025 Feb 06, 2026
Argent Advisors, Inc. History No change 2,650 362 0.1% 0.11% 780 0 0.0% Q4 2025 Feb 11, 2026
Aspen Investment Management Inc History New 2,638 361 0.11% — 781 +2,638 New Q4 2025 Feb 06, 2026
Wealth Enhancement Trust Services, Inc. History New 2,636 360 0.05% — 783 +2,636 New Q4 2025 Jan 27, 2026
SBE LLC DBA CEDAR COVE WEALTH PARTNERS History New 2,635 360 0.19% — 785 +2,635 New Q4 2025 Feb 12, 2026
Daybright Advisory Services, Inc. History New 2,629 360 0.1% — 784 +2,629 New Q4 2025 Feb 12, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 2,630 360 0.18% 0.19% 782 -14 -0.53% Q4 2025 Jan 30, 2026
FLAGSTAR ADVISORS INC History Reduced 2,615 358 0.12% 0.57% 786 -10,542 -80.12% Q4 2025 Jan 13, 2026
THRYVE WEALTH MANAGEMENT LLC History New 2,614 358 0.18% — 788 +2,614 New Q4 2025 Feb 25, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 2,621 358 0.01% 0.01% 787 -7 -0.27% Q4 2025 Feb 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History New 2,600 356 0.02% — 789 +2,600 New Q4 2025 Feb 09, 2026
Florida Trust Wealth Management Co History Reduced 2,593 355 0.01% 0.01% 791 -507 -16.35% Q4 2025 Jan 20, 2026
New England Private Wealth Advisors LLC History Added to 2,595 355 0.04% 0.05% 790 +1 0.04% Q4 2025 Feb 13, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 2,576 352 0.03% 0.04% 792 +108 4.38% Q4 2025 Feb 02, 2026
Mayflower Financial Advisors, LLC History Reduced 2,564 351 0.04% 0.05% 793 -137 -5.07% Q4 2025 Jan 13, 2026
FWG Investments, LLC. History Added to 2,564 351 0.22% 0.24% 794 +132 5.43% Q4 2025 Jan 28, 2026
TrueWealth Advisors, LLC History No change 2,552 349 0.09% 0.1% 795 0 0.0% Q4 2025 Jan 07, 2026
Diversified Trust Co History Reduced 2,540 347 0.01% 0.01% 796 -45 -1.74% Q4 2025 Jan 09, 2026
FIRST FINANCIAL CORP /IN/ History No change 2,520 345 0.13% 0.14% 797 0 0.0% Q4 2025 Jan 13, 2026
Breakwater Capital Group History Added to 2,510 343 0.05% 0.05% 799 +135 5.68% Q4 2025 Jan 09, 2026
CCG WEALTH MANAGEMENT, LLC History No change 2,512 343 0.15% 0.17% 798 0 0.0% Q4 2025 Jan 21, 2026
Baring Financial LLC History Reduced 2,502 342 0.21% 0.27% 801 -306 -10.9% Q4 2025 Jan 07, 2026
PDS Planning, Inc History Added to 2,500 342 0.02% 0.02% 800 +3 0.12% Q4 2025 Jan 26, 2026
Jacksonville Wealth Management, LLC History New 2,494 341 0.24% — 802 +2,494 New Q4 2025 Feb 04, 2026
Stonebridge Financial Group, LLC / MO History New 2,493 341 0.3% — 803 +2,493 New Q4 2025 Feb 04, 2026
High Falls Advisors, Inc History Reduced 2,480 339 0.07% 0.08% 804 -413 -14.28% Q4 2025 Feb 18, 2026
Radnor Capital Management, LLC History No change 2,479 339 0.05% 0.05% 805 0 0.0% Q4 2025 Feb 06, 2026
NORDEN GROUP LLC History Added to 2,464 337 0.03% 0.03% 806 +671 37.42% Q4 2025 Jan 13, 2026
CRA Financial Services, LLC History No change 2,448 335 0.04% 0.05% 807 0 0.0% Q4 2025 Jan 16, 2026
Independence Bank of Kentucky History Reduced 2,444 334 0.04% 0.05% 808 -28 -1.13% Q4 2025 Jan 20, 2026
HFG Advisors, Inc. History Reduced 2,439 333 0.24% 0.32% 810 -615 -20.14% Q4 2025 Feb 13, 2026
Abacus Planning Group, Inc. History Reduced 2,439 333 0.04% 0.06% 809 -481 -16.47% Q4 2025 Jan 16, 2026
SeaCrest Wealth Management, LLC History No change 2,356 332 0.03% 0.04% 811 0 0.0% Q4 2025 Jan 12, 2026
PACIFIC SUN FINANCIAL CORP History Added to 2,418 331 0.16% 0.16% 812 +90 3.87% Q4 2025 Feb 05, 2026
Heritage Family Offices, LLP History New 2,398 328 0.15% — 816 +2,398 New Q4 2025 Jan 12, 2026
FDx Advisors, Inc. History Added to 2,398 328 0.17% 0.1% 814 +39 1.65% Q4 2025 Feb 10, 2026
Fortune Financial Advisors, LLC History Added to 2,396 328 0.22% 0.26% 815 +1 0.04% Q4 2025 Jan 23, 2026
PIONEER TRUST BANK N A/OR History No change 2,400 328 0.08% 0.08% 813 0 0.0% Q4 2025 Feb 09, 2026
EWA, LLC History New 2,395 327 0.08% — 817 +2,395 New Q4 2025 Feb 03, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 326 0.14% 0.14% 818 -2,380 -100.0% Q3 2025 Nov 14, 2025
Busey Bank History No change 2,372 324 0.01% 0.01% 819 0 0.0% Q4 2025 Jan 27, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 2,370 324 0.02% 0.03% 820 0 0.0% Q4 2025 Feb 04, 2026
Prosperity Planning, Inc. History Reduced 2,361 323 0.08% 0.09% 823 -6 -0.25% Q4 2025 Jan 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,365 323 0.0% 0.0% 821 0 0.0% Q4 2025 Feb 17, 2026
Towercrest Capital Management History No change 2,360 323 0.05% 0.05% 822 0 0.0% Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History Reduced 2,350 321 0.02% 0.02% 824 -216 -8.42% Q4 2025 Jan 29, 2026
LRI Investments, LLC History No change 2,350 321 0.03% 0.03% 825 0 0.0% Q4 2025 Feb 04, 2026
Csenge Advisory Group History Added to 2,342 320 0.01% 0.01% 827 +559 31.35% Q4 2025 Feb 06, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 2,340 320 0.04% 0.04% 826 -140 -5.65% Q4 2025 Jan 08, 2026
Wealth Science Advisors LLC History New 2,326 318 0.18% — 829 +2,326 New Q4 2025 Jan 28, 2026
HOWE & RUSLING INC History No change 2,326 318 0.02% 0.02% 828 0 0.0% Q4 2025 Feb 17, 2026
WealthShield Partners, LLC History No change 2,320 317 0.03% 0.04% 830 0 0.0% Q4 2025 Feb 03, 2026
Kendall Capital Management History No change 2,318 317 0.07% 0.07% 831 0 0.0% Q4 2025 Jan 16, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 2,280 312 0.03% 0.03% 832 0 0.0% Q4 2025 Jan 20, 2026
Signature Equity Partners, LLC History New 2,276 311 0.17% — 834 +2,276 New Q4 2025 Feb 17, 2026
TRITONPOINT WEALTH, LLC History Added to 2,276 311 0.03% 0.02% 833 +845 59.05% Q4 2025 Jan 20, 2026
Rothschild Capital Partners, LLC History Added to 2,264 310 0.07% 0.06% 835 +548 31.93% Q4 2025 Feb 17, 2026
Nova Wealth Management, Inc. History Reduced 2,271 310 0.21% 0.24% 837 -77 -3.28% Q4 2025 Jan 14, 2026
Armor Investment Advisors, LLC History No change 2,265 310 0.11% 0.1% 836 0 0.0% Q4 2025 Feb 05, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 2,256 308 0.08% 0.08% 838 0 0.0% Q4 2025 Jan 23, 2026
MONETARY MANAGEMENT GROUP INC History No change 2,250 308 0.07% 0.07% 839 0 0.0% Q4 2025 Feb 11, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 2,247 307 0.1% 0.19% 841 -3,294 -59.45% Q4 2025 Feb 02, 2026
Grove Bank & Trust History No change 2,246 307 0.03% 0.04% 840 0 0.0% Q4 2025 Jan 08, 2026
Patten Group, Inc. History Reduced 2,240 306 0.06% 0.07% 842 -279 -11.08% Q4 2025 Jan 23, 2026
Amplius Wealth Advisors, LLC History Added to 2,238 306 0.03% 0.03% 843 +2 0.09% Q4 2025 Jan 12, 2026
BostonPremier Wealth LLC History Added to 2,230 305 0.16% 0.16% 845 +2 0.09% Q4 2025 Jan 13, 2026
Financial Perspectives, Inc History No change 2,227 305 0.08% 0.09% 844 0 0.0% Q4 2025 Jan 28, 2026
Accelerate Investment Advisors LLC History Added to 2,207 302 0.2% 0.15% 846 +619 38.98% Q4 2025 Jan 12, 2026
FEDERATED HERMES, INC. History New 2,205 301 0.0% — 847 +2,205 New Q4 2025 Feb 12, 2026
MCDONALD PARTNERS LLC History No change 2,200 301 0.09% 0.09% 848 0 0.0% Q4 2025 Feb 02, 2026
Stiles Financial Services Inc History No change 2,200 301 0.09% 0.1% 849 0 0.0% Q4 2025 Feb 03, 2026
Yardley Wealth Management LLC History No change 2,200 301 0.16% 0.17% 850 0 0.0% Q4 2025 Feb 05, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 2,194 300 0.0% 0.0% 851 -100 -4.36% Q4 2025 Feb 09, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 2,187 299 0.24% 0.25% 852 0 0.0% Q4 2025 Jan 16, 2026
Russell Investments Group, Ltd. History Reduced 2,171 297 0.0% 0.0% 853 -107 -4.7% Q4 2025 Feb 17, 2026
Alliance Wealth Management Group History No change 2,156 295 0.06% 0.07% 854 0 0.0% Q4 2025 Jan 21, 2026
Diversified Portfolios, Inc. History Reduced 2,148 294 0.02% 0.03% 855 -59 -2.67% Q4 2025 Feb 09, 2026
EverSource Wealth Advisors, LLC History No change 2,151 294 0.01% 0.01% 856 0 0.0% Q4 2025 Feb 06, 2026
Rockbridge Investment Management, LCC History No change 2,140 293 0.03% 0.03% 857 0 0.0% Q4 2025 Feb 04, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 2,120 290 0.03% 0.03% 858 0 0.0% Q4 2025 Feb 05, 2026
DT Investment Partners, LLC History No change 2,124 290 0.02% 0.03% 859 0 0.0% Q4 2025 Feb 10, 2026
Meramec Financial Planners, LLC History New 2,136 289 0.11% — 862 +2,136 New Q4 2025 Feb 10, 2026
Cypress Wealth Services, LLC History No change 2,116 289 0.04% 0.05% 860 0 0.0% Q4 2025 Jan 14, 2026
BRADY FAMILY WEALTH, LLC History No change 2,115 289 0.09% 0.09% 861 0 0.0% Q4 2025 Jan 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History New 2,106 288 0.05% — 863 +2,106 New Q4 2025 Jan 21, 2026
Transcendent Capital Group LLC History Added to 2,104 288 0.13% 0.13% 864 +19 0.91% Q4 2025 Jan 26, 2026
Arbor Investment Advisors, LLC History No change 2,102 287 0.04% 0.04% 865 0 0.0% Q4 2025 Jan 23, 2026
Garde Capital, Inc. History No change 2,074 284 0.02% 0.01% 866 0 0.0% Q4 2025 Feb 10, 2026
EFG International AG History New 2,072 283 0.01% — 867 +2,072 New Q4 2025 Feb 17, 2026
LCNB CORP History New 2,060 282 0.09% — 868 +2,060 New Q4 2025 Feb 10, 2026
YHB Investment Advisors, Inc. History No change 2,064 282 0.02% 0.02% 869 0 0.0% Q4 2025 Jan 16, 2026
KPP Advisory Services LLC History No change 2,066 282 0.04% 0.04% 870 0 0.0% Q4 2025 Feb 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 2,057 281 0.01% 0.01% 872 -279 -11.94% Q4 2025 Jan 07, 2026
COZAD ASSET MANAGEMENT INC History Reduced 2,053 281 0.02% 0.02% 871 -35 -1.68% Q4 2025 Feb 13, 2026
JIM SAULNIER & ASSOCIATES, LLC History Reduced 2,047 280 0.15% 0.26% 876 -1,256 -38.03% Q4 2025 Jan 29, 2026
Bogart Wealth, LLC History Added to 2,050 280 0.01% 0.01% 875 +621 43.46% Q4 2025 Jan 30, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 2,046 280 0.09% 0.1% 874 +20 0.99% Q4 2025 Jan 22, 2026
CIBC WORLD MARKET INC. History No change 2,047 280 0.0% 0.0% 873 0 0.0% Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History Reduced 2,026 277 0.01% 0.03% 877 -2,607 -56.27% Q4 2025 Jan 16, 2026
Portland Global Advisors LLC History No change 2,026 277 0.03% 0.03% 878 0 0.0% Q4 2025 Feb 10, 2026
Mill Capital Management, LLC History Added to 2,020 276 0.02% 0.01% 880 +1,450 254.39% Q4 2025 Feb 11, 2026
Lewis Asset Management, LLC History Reduced 2,022 276 0.11% 0.13% 882 -248 -10.93% Q4 2025 Jan 15, 2026
Montz Harcus Wealth Management LLC History Added to 2,017 276 0.11% 0.12% 881 +2 0.1% Q4 2025 Jan 22, 2026
Goelzer Investment Management, Inc. History No change 2,017 276 0.01% 0.02% 879 0 0.0% Q4 2025 Jan 14, 2026
Fisher Asset Management, LLC History Reduced 2,011 275 0.0% 0.0% 883 -1,610 -44.46% Q4 2025 Feb 09, 2026
Foundation Wealth Management, LLC History Reduced 1,981 271 0.18% 0.19% 884 -71 -3.46% Q4 2025 Jan 27, 2026
Orgel Wealth Management, LLC History Reduced 1,978 270 0.01% 0.01% 885 -75 -3.65% Q4 2025 Jan 07, 2026
ANB BANK History New 1,959 268 0.11% — 886 +1,959 New Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 1,951 267 0.02% 0.02% 887 +171 9.61% Q4 2025 Feb 13, 2026
Gen-Wealth Partners Inc History Reduced 1,939 265 0.08% 0.12% 890 -474 -19.64% Q4 2025 Feb 13, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 1,935 265 0.04% 0.05% 889 -268 -12.17% Q4 2025 Feb 04, 2026
SCOTIA CAPITAL INC. History No change 1,940 265 0.0% 0.0% 888 0 0.0% Q4 2025 Feb 12, 2026
CGN Advisors LLC History Reduced 1,930 264 0.02% 0.02% 891 -98 -4.83% Q4 2025 Jan 05, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 1,927 263 0.01% 0.01% 892 0 0.0% Q4 2025 Feb 12, 2026
PFG Advisors History Added to 1,913 261 0.01% 0.01% 893 +230 13.67% Q4 2025 Jan 27, 2026
FAYEZ SAROFIM & CO History No change 1,896 259 0.0% 0.0% 894 0 0.0% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 1,889 258 0.01% 0.01% 896 -89 -4.5% Q4 2025 Jan 21, 2026
Retirement Planning Group, LLC History No change 1,889 258 0.01% 0.01% 895 0 0.0% Q4 2025 Feb 03, 2026
Quest 10 Wealth Builders, Inc. History Added to 1,877 257 0.23% 0.23% 899 +110 6.23% Q4 2025 Jan 29, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 1,879 257 0.01% 0.01% 897 0 0.0% Q4 2025 Jan 12, 2026
Centennial Bank/AR/ History No change 1,884 257 0.1% 0.11% 898 0 0.0% Q4 2025 Feb 17, 2026
One Wealth Advisors, LLC History New 1,856 254 0.03% — 901 +1,856 New Q4 2025 Feb 02, 2026
Windsor Capital Management, LLC History Added to 1,858 254 0.07% 0.07% 900 +1 0.05% Q4 2025 Jan 15, 2026
Timonier Family Office, LTD. History No change 1,862 254 0.08% 0.09% 902 0 0.0% Q4 2025 Feb 04, 2026
AlphaCore Capital LLC History Added to 1,850 253 0.01% 0.01% 903 +415 28.92% Q4 2025 Feb 05, 2026
Insight Advisors, LLC/ PA History Reduced 1,851 253 0.04% 0.04% 904 -218 -10.54% Q4 2025 Feb 11, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 1,852 253 0.15% 0.15% 905 0 0.0% Q4 2025 Jan 07, 2026
ROMAN BUTLER FULLERTON & CO History Added to 1,798 252 0.07% 0.07% 906 +2 0.11% Q4 2025 Jan 26, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 1,840 251 0.06% 0.06% 909 -23 -1.23% Q4 2025 Jan 28, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,835 251 0.08% 0.09% 907 0 0.0% Q4 2025 Feb 10, 2026
Destiny Wealth Partners, LLC History No change 1,802 251 0.03% 0.03% 908 0 0.0% Q4 2025 Feb 03, 2026
PHILADELPHIA TRUST CO History No change 1,826 250 0.02% 0.02% 910 0 0.0% Q4 2025 Feb 12, 2026
Shira Ridge Wealth Management History No change 1,822 249 0.1% 0.11% 911 0 0.0% Q4 2025 Jan 12, 2026
Edge Financial Advisors LLC History Reduced 1,812 248 0.1% 0.12% 912 -80 -4.23% Q4 2025 Jan 28, 2026
New England Professional Planning Group Inc. History New 1,778 243 0.1% — 913 +1,778 New Q4 2025 Jan 14, 2026
Wedmont Private Capital History Added to 1,716 242 0.01% 0.01% 915 +16 0.94% Q4 2025 Jan 08, 2026
Tanager Wealth Management LLP History No change 1,769 242 0.02% 0.03% 914 0 0.0% Q4 2025 Jan 26, 2026
Centerpoint Advisory Group History No change 1,767 241 0.19% 0.2% 916 0 0.0% Q4 2025 Feb 03, 2026
Maridea Wealth Management LLC History Added to 1,750 239 0.04% 0.04% 917 +11 0.63% Q4 2025 Jan 08, 2026
Legacy Wealth Advisors, LLC History New 1,744 238 0.16% — 920 +1,744 New Q4 2025 Feb 17, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,741 238 0.01% 0.01% 918 0 0.0% Q4 2025 Feb 03, 2026
CORA CAPITAL ADVISORS LLC History No change 1,740 238 0.09% 0.11% 919 0 0.0% Q4 2025 Jan 28, 2026
Clayton Financial Group LLC History Added to 1,735 237 0.12% 0.06% 922 +1,200 224.3% Q4 2025 Jan 21, 2026
FIRST HAWAIIAN BANK History No change 1,734 237 0.03% 0.03% 921 0 0.0% Q4 2025 Jan 05, 2026
Moors & Cabot, Inc. History New 1,727 236 0.01% — 924 +1,727 New Q4 2025 Feb 10, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 1,724 236 0.01% 0.01% 923 -57 -3.2% Q4 2025 Jan 13, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 1,720 235 0.01% 0.02% 925 -40 -2.27% Q4 2025 Jan 22, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 1,704 233 0.12% 0.13% 926 0 0.0% Q4 2025 Feb 17, 2026
CRUX WEALTH ADVISORS History Reduced 1,692 231 0.09% 0.1% 928 -102 -5.69% Q4 2025 Jan 21, 2026
Kingstone Capital Partners Texas, LLC History Added to 1,689 231 0.13% 0.14% 929 +2 0.12% Q4 2025 Feb 03, 2026
Forum Financial Management, LP History No change 1,691 231 0.0% 0.0% 927 0 0.0% Q4 2025 Jan 27, 2026
Mason & Associates Inc History No change 1,685 230 0.04% 0.05% 930 0 0.0% Q4 2025 Feb 05, 2026
Institute for Wealth Management, LLC. History Reduced 1,679 229 0.02% 0.04% 933 -1,075 -39.03% Q4 2025 Jan 27, 2026
FIRST TRUST ADVISORS LP History Reduced 1,679 229 0.0% 0.0% 931 -217 -11.45% Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History No change 1,675 229 0.01% 0.01% 932 0 0.0% Q4 2025 Jan 14, 2026
Trivium Point Advisory, LLC History No change 1,678 229 0.02% 0.02% 934 0 0.0% Q4 2025 Jan 26, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,670 228 0.01% 0.01% 935 0 0.0% Q4 2025 Jan 12, 2026
Advisor Resource Council History New 1,668 227 0.08% — 937 +1,668 New Q4 2025 Feb 10, 2026
Runnymede Capital Advisors, Inc. History New 1,660 227 0.13% — 940 +1,660 New Q4 2025 Jan 21, 2026
Evanson Asset Management, LLC History No change 1,662 227 0.01% 0.01% 936 0 0.0% Q4 2025 Jan 12, 2026
Trivant Custom Portfolio Group, LLC History No change 1,660 227 0.13% 0.12% 938 0 0.0% Q4 2025 Jan 21, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 1,658 227 0.08% 0.09% 939 0 0.0% Q4 2025 Feb 13, 2026
DECISION INVESTMENTS, INC History New 1,652 226 0.25% — 941 +1,652 New Q4 2025 Feb 17, 2026
TCV Trust & Wealth Management, Inc. History No change 1,637 224 0.02% 0.02% 942 0 0.0% Q4 2025 Jan 23, 2026
Oakworth Capital, Inc. History No change 1,642 224 0.01% 0.01% 943 0 0.0% Q4 2025 Jan 30, 2026
Avestar Capital, LLC History No change 1,636 224 0.01% 0.02% 944 0 0.0% Q4 2025 Feb 10, 2026
Leo Wealth, LLC History Added to 1,626 222 0.02% 0.03% 945 +107 7.04% Q4 2025 Jan 21, 2026
Axis Wealth Partners, LLC History Reduced 1,618 221 0.12% 0.14% 947 -35 -2.12% Q4 2025 Jan 30, 2026
Chesley Taft & Associates LLC History No change 1,616 221 0.01% 0.01% 946 0 0.0% Q4 2025 Jan 14, 2026
TrustBank History New 1,600 219 0.09% — 948 +1,600 New Q4 2025 Feb 09, 2026
Elevation Wealth Management LLC History New 1,599 218 0.21% — 950 +1,599 New Q4 2025 Feb 12, 2026
Mascagni Wealth Management, Inc. History No change 1,594 218 0.16% 0.18% 949 0 0.0% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History New 1,594 217 0.04% — 951 +1,594 New Q4 2025 Feb 03, 2026
Athena Investment Management History No change 1,590 217 0.11% 0.12% 952 0 0.0% Q4 2025 Feb 12, 2026
Carrera Capital Advisors History No change 1,580 216 0.04% 0.04% 953 0 0.0% Q4 2025 Jan 30, 2026
Revisor Wealth Management LLC History New 1,538 215 0.06% — 954 +1,538 New Q4 2025 Jan 27, 2026
UNIQUE WEALTH, LLC History Added to 1,571 215 0.03% 0.03% 955 +5 0.32% Q4 2025 Jan 06, 2026
Split Rock Private Trading & Wealth Management, LLC History New 1,565 214 0.17% — 957 +1,565 New Q4 2025 Jan 23, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 1,567 214 0.01% 0.01% 956 +1 0.06% Q4 2025 Feb 13, 2026
Freedom Investment Management, Inc. History Reduced 1,559 213 0.06% 0.06% 958 -5 -0.32% Q4 2025 Feb 06, 2026
Trust Co of the South History No change 1,559 213 0.03% 0.04% 959 0 0.0% Q4 2025 Jan 05, 2026
TCP Asset Management, LLC History Added to 1,555 212 0.04% 0.04% 960 +121 8.44% Q4 2025 Jan 07, 2026
Shepherd Financial Partners LLC History No change 1,547 211 0.02% 0.02% 961 0 0.0% Q4 2025 Feb 10, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,532 209 0.0% — 962 +1,532 New Q4 2025 Feb 17, 2026
Smith & Howard Wealth Management, LLC History No change 1,529 209 0.05% 0.05% 963 0 0.0% Q4 2025 Feb 03, 2026
BURNEY CO/ History New 1,525 208 0.01% — 964 +1,525 New Q4 2025 Jan 23, 2026
Excelsior Advisor Network LLC History New 1,521 208 0.1% — 970 +1,521 New Q4 2025 Feb 13, 2026
Noble Wealth Management PBC History Reduced 1,520 208 0.1% 0.17% 969 -750 -33.04% Q4 2025 Jan 05, 2026
DUNCKER STREETT & CO INC History Reduced 1,523 208 0.04% 0.04% 965 -83 -5.17% Q4 2025 Jan 27, 2026
GW&K Investment Management, LLC History No change 1,521 208 0.0% 0.0% 966 0 0.0% Q4 2025 Feb 11, 2026
Hendershot Investments Inc. History No change 1,522 208 0.03% 0.03% 967 0 0.0% Q4 2025 Jan 26, 2026
WADDELL & ASSOCIATES, LLC History No change 1,522 208 0.01% 0.02% 968 0 0.0% Q4 2025 Feb 11, 2026
Alta Wealth Advisors LLC History Added to 1,512 207 0.07% 0.08% 971 +1 0.07% Q4 2025 Feb 03, 2026
TigerOak Management, L.L.C. History No change 1,518 207 0.06% 0.07% 972 0 0.0% Q4 2025 Jan 21, 2026
Edgemoor Investment Advisors, Inc. History Reduced 1,510 206 0.02% 0.03% 973 -909 -37.58% Q4 2025 Feb 10, 2026
Bond & Devick Financial Network, Inc. History Reduced 1,510 206 0.06% 0.07% 974 -50 -3.21% Q4 2025 Jan 14, 2026
Hilltop Holdings Inc. History Reduced 1,504 205 0.01% 0.01% 975 -184 -10.9% Q4 2025 Feb 17, 2026
Granite Bay Wealth Management, LLC History No change 1,500 205 0.05% 0.06% 976 0 0.0% Q4 2025 Feb 05, 2026
One Wealth Management Investment & Advisory Services, LLC History Reduced 1,492 204 0.22% 0.25% 979 -52 -3.37% Q4 2025 Jan 14, 2026
MMA ASSET MANAGEMENT LLC History No change 1,492 204 0.07% 0.07% 977 0 0.0% Q4 2025 Feb 03, 2026
THEORY FINANCIAL LLC History No change 1,464 204 0.07% 0.07% 978 0 0.0% Q4 2025 Feb 10, 2026
WRAPMANAGER INC History New 1,486 203 0.07% — 980 +1,486 New Q4 2025 Feb 06, 2026
Symphony Financial, Ltd. Co. History Added to 1,470 203 0.03% 0.03% 982 +1 0.07% Q4 2025 Feb 11, 2026
ERn Financial, LLC History No change 1,489 203 0.04% 0.04% 981 0 0.0% Q4 2025 Jan 15, 2026
EASTERN BANK History No change 1,477 202 0.0% 0.0% 983 0 0.0% Q4 2025 Jan 14, 2026
Stokes Family Office, LLC History New 1,468 201 0.02% — 987 +1,468 New Q4 2025 Feb 18, 2026
ROSENBLUM SILVERMAN SUTTON S F INC /CA History Reduced 1,470 201 0.05% 0.05% 984 -195 -11.71% Q4 2025 Feb 13, 2026
PARTHENON LLC History No change 1,474 201 0.02% 0.02% 985 0 0.0% Q4 2025 Jan 23, 2026
Harfst & Associates, Inc. History No change 1,475 201 0.04% 0.04% 986 0 0.0% Q4 2025 Feb 10, 2026
LEGACY FINANCIAL GROUP, INC. History No change 1,468 201 0.05% 0.06% 988 0 0.0% Q4 2025 Feb 06, 2026
AssuredPartners Investment Advisors, LLC History New 1,467 200 0.03% — 991 +1,467 New Q4 2025 Feb 03, 2026
River Wealth Advisors LLC History New 1,466 200 0.02% — 989 +1,466 New Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 1,463 200 0.01% — 990 +1,463 New Q4 2025 Feb 12, 2026
Thoma Capital Management LLC History New 1,463 200 0.12% — 993 +1,463 New Q4 2025 Jan 08, 2026
TME FINANCIAL, INC. History New 1,461 200 0.14% — 992 +1,461 New Q4 2025 Jan 27, 2026
CoreFirst Bank & Trust History Added to 1,401 191 0.1% 0.08% 994 +305 27.83% Q4 2025 Feb 11, 2026
MONTAG A & ASSOCIATES INC History No change 1,392 190 0.01% 0.01% 995 0 0.0% Q4 2025 Feb 02, 2026
Hills Bank & Trust Co History No change 1,383 189 0.01% 0.01% 996 0 0.0% Q4 2025 Feb 05, 2026
Milestone Investment Advisors LLC History No change 1,321 180 0.04% 0.05% 997 0 0.0% Q4 2025 Feb 11, 2026
N.E.W. Advisory Services LLC History No change 1,228 168 0.01% 0.02% 998 0 0.0% Q4 2025 Jan 28, 2026
Basepoint Wealth LLC History New 1,212 166 0.1% — 999 +1,212 New Q4 2025 Feb 10, 2026
Biltmore Family Office, LLC History No change 1,200 164 0.02% 0.02% 1000 0 0.0% Q4 2025 Feb 04, 2026
Ramirez Asset Management, Inc. History No change 1,200 164 0.02% 0.02% 1001 0 0.0% Q4 2025 Feb 11, 2026
Smithfield Trust Co History No change 1,197 163 0.01% 0.01% 1002 0 0.0% Q4 2025 Feb 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,171 160 0.01% 0.01% 1003 0 0.0% Q4 2025 Feb 06, 2026
Horizon Investments, LLC History Added to 1,143 156 0.0% 0.0% 1006 +779 214.01% Q4 2025 Feb 02, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,122 156 0.0% 0.0% 1004 0 0.0% Q4 2025 Jan 28, 2026
BOK Financial Private Wealth, Inc. History No change 1,146 156 0.01% 0.01% 1005 0 0.0% Q4 2025 Feb 06, 2026
Trifecta Capital Advisors, LLC History No change 1,146 156 0.02% 0.02% 1007 0 0.0% Q4 2025 Jan 30, 2026
Atlantic Edge Private Wealth Management, LLC History No change 1,140 156 0.04% 0.04% 1008 0 0.0% Q4 2025 Jan 27, 2026
Dorato Capital Management History New 1,078 151 0.11% — 1010 +1,078 New Q4 2025 Jan 16, 2026
ARCADIA INVESTMENT ADVISORS LLC History Reduced 1,105 151 0.07% 0.08% 1009 -35 -3.07% Q4 2025 Jan 15, 2026
OPTIMA CAPITAL LLC History New 1,088 149 0.06% — 1011 +1,088 New Q4 2025 Jan 23, 2026
BALLAST ADVISORS LLC History No change 1,032 141 0.04% 0.04% 1012 0 0.0% Q4 2025 Feb 03, 2026
TOMPKINS FINANCIAL CORP History No change 1,027 140 0.01% 0.01% 1013 0 0.0% Q4 2025 Jan 08, 2026
Decker Retirement Planning Inc. History Added to 1,017 139 0.07% 0.07% 1015 +132 14.92% Q4 2025 Jan 26, 2026
Trust Co History No change 1,018 139 0.01% 0.01% 1014 0 0.0% Q4 2025 Jan 15, 2026
Washington Trust Advisors, Inc. History Reduced 993 136 0.01% 0.02% 1017 -868 -46.64% Q4 2025 Feb 03, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,000 136 0.02% 0.02% 1016 0 0.0% Q4 2025 Jan 22, 2026
FLP Wealth Management, LLC History New 13,694 135 0.32% — 1018 +13,694 New Q4 2025 Jan 20, 2026
Strategic Wealth Advisors LLC History New 979 134 0.11% — 1020 +979 New Q4 2025 Feb 03, 2026
Private Wealth Management Group, LLC History Added to 982 134 0.04% 0.01% 1019 +814 484.52% Q4 2025 Jan 23, 2026
Root Financial Partners, LLC History Added to 967 132 0.01% 0.0% 1021 +472 95.35% Q4 2025 Feb 10, 2026
Copia Wealth Management History No change 969 132 0.09% 0.1% 1022 0 0.0% Q4 2025 Feb 06, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 917 125 0.0% 0.0% 1024 -215 -18.99% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 918 125 0.0% 0.0% 1023 -132 -12.57% Q4 2025 Feb 09, 2026
Salomon & Ludwin, LLC History No change 900 125 0.01% 0.01% 1025 0 0.0% Q4 2025 Jan 28, 2026
MidAtlantic Capital Management, Inc. History New 912 124 0.08% — 1027 +912 New Q4 2025 Feb 10, 2026
Bare Financial Services, Inc History No change 910 124 0.03% 0.04% 1026 0 0.0% Q4 2025 Feb 06, 2026
REAP Financial Group, LLC History Reduced 887 121 0.02% 0.03% 1028 -4 -0.45% Q4 2025 Feb 10, 2026
Pinnacle Bancorp, Inc. History No change 820 112 0.03% 0.03% 1029 0 0.0% Q4 2025 Jan 22, 2026
TUCKER ASSET MANAGEMENT LLC History New 816 111 0.03% — 1030 +816 New Q4 2025 Feb 05, 2026
Perkins Coie Trust Co History No change 797 109 0.02% 0.02% 1031 0 0.0% Q4 2025 Jan 12, 2026
Colonial Trust Advisors History No change 800 109 0.01% 0.01% 1032 0 0.0% Q4 2025 Feb 12, 2026
UNION SAVINGS BANK History New 795 108 0.05% — 1034 +795 New Q4 2025 Mar 06, 2026
SITTNER & NELSON, LLC History No change 800 108 0.04% 0.04% 1033 0 0.0% Q4 2025 Feb 11, 2026
Darwin Wealth Management, LLC History Reduced 760 104 0.03% 0.04% 1035 -28 -3.55% Q4 2025 Jan 22, 2026
TFC Financial Management, Inc. History No change 764 104 0.01% 0.01% 1036 0 0.0% Q4 2025 Jan 23, 2026
DEUTSCHE BANK AG\ History No change 746 102 0.0% 0.0% 1037 0 0.0% Q4 2025 Feb 11, 2026
WealthCollab, LLC History No change 743 101 0.04% 0.05% 1038 0 0.0% Q4 2025 Jan 27, 2026
Keating Financial Advisory Services, Inc. History New 714 97 0.01% — 1039 +714 New Q4 2025 Feb 09, 2026
Lloyd Advisory Services, LLC. History New 707 96 0.04% — 1040 +707 New Q4 2025 Feb 06, 2026
KERR FINANCIAL PLANNING Corp History No change 731 96 0.13% 0.14% 1041 0 0.0% Q4 2025 Feb 10, 2026
Knott David M Jr History New 695 95 0.04% — 1042 +695 New Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History No change 690 94 0.01% 0.01% 1043 0 0.0% Q4 2025 Jan 30, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 683 93 0.07% 0.09% 1044 -200 -22.65% Q4 2025 Feb 13, 2026
SYM FINANCIAL Corp History No change 676 92 0.01% 0.01% 1045 0 0.0% Q4 2025 Feb 13, 2026
Hamilton Point Investment Advisors, LLC History Added to 662 90 0.01% 0.01% 1046 +190 40.25% Q4 2025 Feb 12, 2026
Aptus Capital Advisors, LLC History Reduced 647 88 0.0% 0.0% 1047 -538 -45.4% Q4 2025 Feb 13, 2026
Game Plan Financial Advisors, LLC History No change 648 88 0.04% 0.04% 1048 0 0.0% Q4 2025 Jan 14, 2026
Investors Portfolio Services LLC History New 637 87 0.08% — 1049 +637 New Q4 2025 Feb 09, 2026
Hanson & Doremus Investment Management History No change 628 86 0.01% 0.01% 1050 0 0.0% Q4 2025 Jan 20, 2026
Gleason Group, Inc. History No change 628 86 0.01% 0.01% 1051 0 0.0% Q4 2025 Jan 15, 2026
Rialto Wealth Management, LLC History No change 629 86 0.02% 0.02% 1052 0 0.0% Q4 2025 Jan 12, 2026
Planning Project LLC History New 627 85 0.02% — 1053 +627 New Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Added to 615 84 0.0% 0.0% 1054 +44 7.71% Q4 2025 Jan 13, 2026
AMERIFLEX GROUP, INC. History Added to 606 83 0.04% 0.03% 1055 +76 14.34% Q4 2025 Feb 18, 2026
Cape Investment Advisory, Inc. History Added to 589 80 0.02% — 1056 +587 29350.0% Q4 2025 Feb 17, 2026
SageView Advisory Group, LLC History New 583 79 0.0% — 1057 +583 New Q4 2025 Feb 17, 2026
Stephens Consulting, LLC History Added to 584 79 0.03% 0.03% 1058 +7 1.21% Q4 2025 Jan 13, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 574 78 0.03% 0.03% 1059 0 0.0% Q4 2025 Jan 09, 2026
MassMutual Private Wealth & Trust, FSB History No change 555 76 0.0% 0.0% 1060 0 0.0% Q4 2025 Jan 07, 2026
WOLFF WIESE MAGANA LLC History No change 558 76 0.04% 0.04% 1061 0 0.0% Q4 2025 Jan 14, 2026
TCTC Holdings, LLC History No change 550 75 0.0% 0.0% 1062 0 0.0% Q4 2025 Feb 12, 2026
Archer Investment Corp History No change 547 74 0.02% 0.02% 1063 0 0.0% Q4 2025 Jan 30, 2026
Addison Advisors LLC History No change 526 72 0.02% 0.02% 1064 0 0.0% Q4 2025 Feb 06, 2026
Strive Financial Group ,LLC History New 514 70 0.03% — 1066 +514 New Q4 2025 Feb 18, 2026
Bank of New Hampshire History New 512 70 0.02% — 1065 +512 New Q4 2025 Mar 16, 2026
PINNEY & SCOFIELD, INC. History No change 509 69 0.04% 0.04% 1067 0 0.0% Q4 2025 Feb 13, 2026
Networth Advisors, LLC History New 490 67 0.05% — 1070 +490 New Q4 2025 Jan 22, 2026
Operose Advisors LLC History Reduced 496 67 0.02% 0.02% 1069 -69 -12.21% Q4 2025 Feb 10, 2026
Glassman Wealth Services History No change 494 67 0.01% 0.01% 1068 0 0.0% Q4 2025 Jan 28, 2026
Smartleaf Asset Management LLC History Added to 473 65 0.0% 0.0% 1072 +200 73.26% Q4 2025 Feb 13, 2026
Pflug Koory, LLC History No change 475 65 0.03% 0.03% 1071 0 0.0% Q4 2025 Jan 20, 2026
ALBION FINANCIAL GROUP /UT History No change 471 64 0.0% 0.0% 1073 0 0.0% Q4 2025 Jan 21, 2026
ATWOOD & PALMER INC History No change 460 62 0.0% 0.0% 1074 0 0.0% Q4 2025 Jan 28, 2026
Mechanics Financial Corp History No change 456 62 0.02% 0.02% 1075 0 0.0% Q4 2025 Jan 22, 2026
Parvin Asset Management, LLC History New 445 60 0.05% — 1076 +445 New Q4 2025 Feb 17, 2026
Kimelman & Baird, LLC History No change 428 58 0.0% 0.0% 1077 0 0.0% Q4 2025 Feb 06, 2026
Horizons Wealth Management History No change 426 58 0.04% 0.04% 1078 0 0.0% Q4 2025 Jan 05, 2026
Bernard Wealth Management Corp. History No change 428 58 0.02% 0.03% 1079 0 0.0% Q4 2025 Jan 15, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 410 56 0.0% 0.0% 1080 0 0.0% Q4 2025 Jan 28, 2026
JFS WEALTH ADVISORS, LLC History Reduced 405 55 0.0% 0.0% 1081 -17 -4.03% Q4 2025 Jan 14, 2026
Front Row Advisors LLC History No change 406 55 0.02% 0.02% 1082 0 0.0% Q4 2025 Feb 12, 2026
Coston, McIsaac & Partners History No change 405 55 0.01% 0.01% 1083 0 0.0% Q4 2025 Feb 03, 2026
Missouri Trust & Investment Co History No change 394 53 0.02% 0.02% 1084 0 0.0% Q4 2025 Feb 13, 2026
Global Trust Asset Management, LLC History Reduced 384 52 0.02% 0.08% 1085 -903 -70.16% Q4 2025 Jan 20, 2026
Nalls Sherbakoff Group, LLC History No change 383 52 0.04% 0.04% 1086 0 0.0% Q4 2025 Mar 12, 2026
Greykasell Wealth Strategies, Inc. History No change 385 52 0.02% 0.02% 1087 0 0.0% Q4 2025 Feb 11, 2026
Millstone Evans Group, LLC History No change 381 52 0.03% 0.03% 1088 0 0.0% Q4 2025 Feb 02, 2026
Cornerstone Planning Group LLC History Added to 357 49 0.01% 0.0% 1089 +233 187.9% Q4 2025 Feb 02, 2026
Asset Dedication, LLC History Added to 336 46 0.0% 0.0% 1090 +31 10.16% Q4 2025 Jan 26, 2026
TOWER TRUST & INVESTMENT Co History No change 342 46 0.03% 0.03% 1091 0 0.0% Q4 2025 Jan 21, 2026
Sound Income Strategies, LLC History Added to 319 45 0.0% 0.0% 1092 +165 107.14% Q4 2025 Jan 21, 2026
Concord Wealth Partners History No change 329 45 0.01% 0.01% 1093 0 0.0% Q4 2025 Jan 29, 2026
Capital Analysts, LLC History Reduced 315 43 0.0% 0.02% 1095 -4,971 -94.04% Q4 2025 Feb 11, 2026
PITTENGER & ANDERSON INC History No change 320 43 0.0% 0.0% 1094 0 0.0% Q4 2025 Feb 02, 2026
SHP Wealth Management History New 303 41 0.0% — 1096 +303 New Q4 2025 Mar 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 304 41 0.01% 0.03% 1097 0 0.0% Q4 2025 Jan 22, 2026
Motiv8 Investments LLC History New 295 40 0.02% — 1099 +295 New Q4 2025 Feb 13, 2026
Insight Inv LLC History No change 298 40 0.02% 0.02% 1098 0 0.0% Q4 2025 Feb 06, 2026
CX Institutional History Reduced 278 38 0.0% 0.0% 1101 -33 -10.61% Q4 2025 Feb 02, 2026
ADIRONDACK TRUST CO History No change 282 38 0.01% 0.01% 1100 0 0.0% Q4 2025 Jan 08, 2026
Register Financial Advisors LLC History No change 284 38 0.01% 0.02% 1102 0 0.0% Q4 2025 Jan 21, 2026
City State Bank History New 277 37 0.01% — 1106 +277 New Q4 2025 Jan 28, 2026
Triumph Capital Management History New 274 37 0.01% — 1104 +274 New Q4 2025 Feb 12, 2026
Measured Wealth Private Client Group, LLC History No change 271 37 0.01% 0.01% 1103 0 0.0% Q4 2025 Feb 10, 2026
WFA of San Diego, LLC History No change 275 37 0.03% 0.03% 1105 0 0.0% Q4 2025 Feb 17, 2026
JNBA Financial Advisors History No change 267 36 0.0% 0.0% 1107 0 0.0% Q4 2025 Jan 26, 2026
WEBSTER BANK, N. A. History No change 262 35 0.0% 0.0% 1108 0 0.0% Q4 2025 Jan 23, 2026
Anfield Capital Management, LLC History No change 258 35 0.01% 0.01% 1109 0 0.0% Q4 2025 Feb 03, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 255 34 0.0% 0.04% 1110 -5,844 -95.82% Q4 2025 Feb 11, 2026
Avion Wealth History No change 248 33 0.01% 0.01% 1111 0 0.0% Q4 2025 Jan 23, 2026
Monetary Solutions, Ltd History New 240 32 0.03% — 1112 +240 New Q4 2025 Feb 23, 2026
Clean Yield Group History No change 231 31 0.01% 0.01% 1113 0 0.0% Q4 2025 Jan 26, 2026
Capital Investment Advisory Services, LLC History No change 229 31 0.0% 0.0% 1114 0 0.0% Q4 2025 Jan 21, 2026
Laurel Wealth Advisors LLC History New 222 30 0.0% — 1115 +222 New Q4 2025 Jan 30, 2026
Evelyn Partners Asset Management Ltd History No change 224 30 0.01% 0.01% 1116 0 0.0% Q4 2025 Feb 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 217 29 0.01% 0.01% 1117 0 0.0% Q4 2025 Feb 12, 2026
SFAM, LLC History New 208 28 0.03% — 1118 +208 New Q4 2025 Feb 12, 2026
Richard W. Paul & Associates, LLC History No change 208 28 0.01% 0.01% 1119 0 0.0% Q4 2025 Feb 12, 2026
BankPlus Trust Department History No change 208 28 0.01% 0.01% 1120 0 0.0% Q4 2025 Jan 27, 2026
Hilton Head Capital Partners, LLC History New 200 27 0.02% — 1127 +200 New Q4 2025 Feb 11, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 200 27 0.0% 0.0% 1121 0 0.0% Q4 2025 Feb 13, 2026
Plante Moran Financial Advisors, LLC History No change 200 27 0.0% 0.0% 1122 0 0.0% Q4 2025 Feb 05, 2026
Financial Gravity Asset Management, Inc. History No change 200 27 0.01% 0.01% 1123 0 0.0% Q4 2025 Feb 13, 2026
Beaird Harris Wealth Management, LLC History No change 198 27 0.0% 0.0% 1124 0 0.0% Q4 2025 Feb 23, 2026
Ameliora Wealth Management Ltd. History No change 200 27 0.01% 0.01% 1125 0 0.0% Q4 2025 Jan 21, 2026
Hughes Financial Services, LLC History No change 202 27 0.0% 0.0% 1126 0 0.0% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Added to 191 26 0.0% 0.0% 1128 +180 1636.36% Q4 2025 Feb 17, 2026
CNB Bank History Added to 191 26 0.01% 0.0% 1129 +158 478.79% Q4 2025 Feb 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History New 186 25 0.01% — 1130 +186 New Q4 2025 Jan 27, 2026
HighMark Wealth Management LLC History Added to 176 24 0.01% 0.01% 1132 +30 20.55% Q4 2025 Feb 05, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 180 24 0.0% 0.0% 1131 0 0.0% Q4 2025 Feb 09, 2026
GODSEY & GIBB, INC History New 175 23 0.0% — 1133 +175 New Q4 2025 Jan 27, 2026
Mascoma Wealth Management LLC History No change 168 23 0.0% 0.01% 1134 0 0.0% Q4 2025 Feb 04, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 162 22 0.05% 0.05% 1135 0 0.0% Q4 2025 Feb 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 167 22 0.01% 0.01% 1136 0 0.0% Q4 2025 Feb 17, 2026
Kilter Group LLC History No change 166 22 0.01% 0.01% 1137 0 0.0% Q4 2025 Feb 13, 2026
DHJJ Financial Advisors, Ltd. History No change 156 21 0.01% 0.01% 1138 0 0.0% Q4 2025 Jan 23, 2026
Team Financial Group, LLC History No change 156 21 0.01% 0.01% 1139 0 0.0% Q4 2025 Jan 13, 2026
Harbor Asset Planning, Inc. History No change 155 21 0.02% 0.02% 1140 0 0.0% Q4 2025 Jan 26, 2026
Ankerstar Wealth, LLC History New 150 20 0.02% — 1143 +150 New Q4 2025 Feb 12, 2026
Riverview Trust Co History No change 150 20 0.02% 0.03% 1141 0 0.0% Q4 2025 Jan 26, 2026
United Community Bank History No change 149 20 0.01% 0.01% 1142 0 0.0% Q4 2025 Jan 30, 2026
Abound Wealth Management History Reduced 142 19 0.0% 0.01% 1144 -81 -36.32% Q4 2025 Jan 12, 2026
American Capital Advisory, LLC History No change 143 19 0.01% 0.01% 1145 0 0.0% Q4 2025 Jan 30, 2026
Bank & Trust Co History New 134 18 0.01% — 1146 +134 New Q4 2025 Jan 13, 2026
Legacy Wealth Managment, LLC/ID History No change 137 18 0.01% 0.01% 1147 0 0.0% Q4 2025 Feb 03, 2026
SYNTAX RESEARCH, INC. History Reduced 125 17 0.01% 0.01% 1148 -37 -22.84% Q4 2025 Feb 02, 2026
IFC & Insurance Marketing, Inc. History New 119 16 0.02% — 1153 +119 New Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 119 16 0.0% 0.0% 1149 +42 54.55% Q4 2025 Feb 10, 2026
New Republic Capital, LLC History Added to 123 16 0.0% 0.0% 1152 +32 35.16% Q4 2025 Feb 10, 2026
Signature Resources Capital Management, LLC History Added to 122 16 0.01% 0.01% 1151 +4 3.39% Q4 2025 Jan 21, 2026
AMERICAN NATIONAL BANK & TRUST History No change 120 16 0.0% 0.0% 1150 0 0.0% Q4 2025 Jan 20, 2026
Kohmann Bosshard Financial Services, LLC History New 115 15 0.0% — 1154 +115 New Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History New 114 15 0.0% — 1155 +114 New Q4 2025 Feb 13, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 112 15 0.01% 0.01% 1156 0 0.0% Q4 2025 Jan 14, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History New 103 14 0.01% — 1159 +103 New Q4 2025 Jan 22, 2026
West Branch Capital LLC History Reduced 103 14 0.0% 0.01% 1158 -40 -27.97% Q4 2025 Jan 16, 2026
ST GERMAIN D J CO INC History No change 108 14 0.0% 0.0% 1157 0 0.0% Q4 2025 Jan 29, 2026
HHM Wealth Advisors, LLC History Reduced 100 13 0.0% 0.0% 1164 -50 -33.33% Q4 2025 Jan 22, 2026
Anchor Investment Management, LLC History Reduced 97 13 0.0% 0.0% 1162 -33 -25.38% Q4 2025 Feb 26, 2026
Physician Wealth Advisors, Inc. History Reduced 100 13 0.0% 0.0% 1165 -20 -16.67% Q4 2025 Jan 29, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 102 13 0.01% 0.01% 1160 0 0.0% Q4 2025 Jan 30, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 99 13 0.01% 0.01% 1161 0 0.0% Q4 2025 Jan 26, 2026
Windsor Advisory Group, LLC History No change 102 13 0.01% 0.01% 1163 0 0.0% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History No change 100 13 0.0% 0.0% 1166 0 0.0% Q4 2025 Feb 12, 2026
one8zero8, LLC History No change 102 13 0.0% 0.0% 1167 0 0.0% Q4 2025 Feb 17, 2026
Redwood Park Advisors LLC History No change 96 13 0.01% 0.01% 1168 0 0.0% Q4 2025 Feb 17, 2026
Field & Main Bank History No change 90 12 0.0% 0.0% 1169 0 0.0% Q4 2025 Jan 28, 2026
Crews Bank & Trust History No change 94 12 0.0% 0.0% 1170 0 0.0% Q4 2025 Jan 21, 2026
Qube Research & Technologies Ltd History Reduced 82 11 0.0% 0.02% 1172 -130,017 -99.94% Q4 2025 Feb 17, 2026
Indiana Trust & Investment Management Co History Reduced 87 11 0.0% 0.02% 1171 -296 -77.28% Q4 2025 Jan 21, 2026
Integrity Financial Corp /WA History Reduced 82 11 0.01% 0.02% 1175 -176 -68.22% Q4 2025 Feb 13, 2026
Investors Research Corp History No change 81 11 0.0% 0.0% 1173 0 0.0% Q4 2025 Jan 06, 2026
Vermillion & White Wealth Management Group, LLC History No change 87 11 0.01% 0.01% 1174 0 0.0% Q4 2025 Feb 18, 2026
Park Square Financial Group, LLC History Added to 80 10 0.06% 0.03% 1177 +19 31.15% Q4 2025 Feb 05, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 78 10 0.0% 0.02% 1176 0 0.0% Q4 2025 Jan 20, 2026
Aventura Private Wealth, LLC History No change 75 10 0.0% 0.0% 1178 0 0.0% Q4 2025 Jan 07, 2026
GPS Wealth Strategies Group, LLC History Reduced 69 9 0.01% 0.02% 1180 -1,204 -94.58% Q4 2025 Feb 06, 2026
United Financial Planning Group LLC History New 66 9 0.01% — 1181 +66 New Q4 2025 Feb 11, 2026
BFSG, LLC History No change 70 9 0.0% 0.0% 1179 0 0.0% Q4 2025 Jan 22, 2026
High Note Wealth, LLC History No change 64 8 0.0% 0.0% 1182 0 0.0% Q4 2025 Feb 05, 2026
Newbridge Financial Services Group, Inc. History No change 64 8 0.0% 0.0% 1183 0 0.0% Q4 2025 Jan 21, 2026
Provenance Wealth Advisors, LLC History No change 60 8 0.0% 0.0% 1184 0 0.0% Q4 2025 Jan 26, 2026
Garton & Associates Financial Advisors LLC History New 58 7 0.0% — 1187 +58 New Q4 2025 Feb 18, 2026
Nemes Rush Group LLC History Added to 57 7 0.0% 0.0% 1186 +6 11.76% Q4 2025 Feb 11, 2026
Alaska Permanent Capital Management, LLC History Reduced 55 7 0.0% 0.0% 1185 -1 -1.79% Q4 2025 Feb 13, 2026
Reyes Financial Architecture, Inc. History New 45 6 0.0% — 1190 +45 New Q4 2025 Jan 26, 2026
FIRST COMMUNITY TRUST NA History No change 48 6 0.0% 0.0% 1188 0 0.0% Q4 2025 Jan 16, 2026
Dunhill Financial, LLC History No change 48 6 0.0% 0.0% 1189 0 0.0% Q4 2025 Jan 29, 2026
Barnes Dennig Private Wealth Management LLC History No change 44 6 0.01% 0.01% 1191 0 0.0% Q4 2025 Jan 14, 2026
Wallace Hart LLC History New 40 5 0.0% — 1193 +40 New Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History No change 42 5 0.0% 0.0% 1192 0 0.0% Q4 2025 Jan 08, 2026
NVWM, LLC History No change 35 4 0.0% 0.0% 1194 0 0.0% Q4 2025 Jan 20, 2026
Piscataqua Savings Bank History No change 30 4 0.0% 0.0% 1195 0 0.0% Q4 2025 Jan 16, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 32 4 0.0% 0.0% 1196 0 0.0% Q4 2025 Feb 03, 2026
TOTH FINANCIAL ADVISORY CORP History New 27 3 0.0% — 1197 +27 New Q4 2025 Jan 20, 2026
Nvest Wealth Strategies, Inc. History New 22 3 0.0% — 1202 +22 New Q4 2025 Jan 28, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 27 3 0.0% 0.0% 1198 -14 -34.15% Q4 2025 Jan 14, 2026
Rossby Financial, LCC History Added to 28 3 0.0% 0.0% 1201 +10 55.56% Q4 2025 Feb 12, 2026
Rosenberg Matthew Hamilton History No change 24 3 0.0% 0.0% 1199 0 0.0% Q4 2025 Jan 05, 2026
GGM Financials LLC History No change 29 3 0.0% 0.0% 1200 0 0.0% Q4 2025 Feb 04, 2026
New Millennium Group LLC History Reduced 21 2 0.0% 0.01% 1206 -83 -79.81% Q4 2025 Feb 06, 2026
HOEY INVESTMENTS, INC History New 16 2 0.0% — 1205 +16 New Q4 2025 Jan 28, 2026
Fairway Wealth LLC History New 16 2 0.0% — 1207 +16 New Q4 2025 Jan 28, 2026
YANKCOM Partnership History New 16 2 0.0% — 1208 +16 New Q4 2025 Jan 20, 2026
Daytona Street Capital LLC History New 16 2 0.0% — 1209 +16 New Q4 2025 Jan 21, 2026
Tower View Wealth Management LLC History No change 18 2 0.0% 0.0% 1203 0 0.0% Q4 2025 Jan 23, 2026
Larson Financial Group LLC History No change 20 2 0.0% 0.0% 1204 0 0.0% Q4 2025 Feb 06, 2026
Rice Partnership, LLC History Reduced 13 1 0.0% 0.0% 1210 -58 -81.69% Q4 2025 Feb 10, 2026
Lodestone Wealth Management LLC History New 14 1 0.0% — 1213 +14 New Q4 2025 Jan 15, 2026
Your Advocates Ltd., LLP History No change 9 1 0.0% 0.0% 1211 0 0.0% Q4 2025 Feb 02, 2026
Orion Capital Management LLC History No change 11 1 0.0% 0.0% 1212 0 0.0% Q4 2025 Feb 03, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 10 1 0.0% 0.0% 1214 0 0.0% Q4 2025 Jan 28, 2026
Strategic Equity Management History Closed out 0 0 — 5.17% — -98,034 -100.0% Q3 2025 Nov 05, 2025
FIRST CITIZENS INVESTOR SERVICES, INC. History Closed out 0 0 — 4.88% — -88,640 -100.0% Q3 2025 Nov 04, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.05% — -86,808 -100.0% Q3 2025 Nov 10, 2025
Systelligence, LLC History Closed out 0 0 — 2.16% — -79,803 -100.0% Q3 2025 Nov 13, 2025
MONEYWISE, INC. History Closed out 0 0 — 3.31% — -51,335 -100.0% Q3 2025 Oct 24, 2025
Midwest Professional Planners, LTD. History Closed out 0 0 — 0.78% — -22,412 -100.0% Q3 2025 Nov 04, 2025
CORSAIR CAPITAL MANAGEMENT, L.P. History Closed out 0 0 — 0.42% — -18,000 -100.0% Q3 2025 Nov 14, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.06% — -17,351 -100.0% Q3 2025 Oct 14, 2025
Moran Wealth Management, LLC History Closed out 0 0 — 0.06% — -14,625 -100.0% Q3 2025 Oct 23, 2025
Virtue Capital Management, LLC History Closed out 0 0 — 0.22% — -14,350 -100.0% Q3 2025 Feb 18, 2026
TBH Global Asset Management, LLC History Closed out 0 0 — 0.37% — -13,425 -100.0% Q3 2025 Oct 20, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.08% — -9,517 -100.0% Q3 2025 Oct 21, 2025
Strata Wealth Advisors, LLC History Closed out 0 0 — 0.34% — -9,033 -100.0% Q3 2025 Nov 10, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.12% — -5,601 -100.0% Q3 2025 Nov 13, 2025
GUIDANCE CAPITAL, INC History Closed out 0 0 — 0.2% — -5,227 -100.0% Q3 2025 Nov 07, 2025
My Personal CFO, LLC History Closed out 0 0 — 0.28% — -5,017 -100.0% Q3 2025 Oct 21, 2025
Total Wealth Planning, LLC History Closed out 0 0 — 0.06% — -3,608 -100.0% Q3 2025 Oct 17, 2025
True North Advisors, LLC History Closed out 0 0 — 0.07% — -3,180 -100.0% Q3 2025 Oct 14, 2025
Cambria Investment Management, L.P. History Closed out 0 0 — 0.03% — -3,000 -100.0% Q3 2025 Dec 01, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.0% — -3,000 -100.0% Q3 2025 Nov 13, 2025
VISTA INVESTMENT PARTNERS II, LLC History Closed out 0 0 — 0.16% — -2,389 -100.0% Q3 2025 Oct 29, 2025
TOWNSQUARE CAPITAL LLC History Closed out 0 0 — 0.04% — -1,935 -100.0% Q3 2025 Nov 03, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.03% — -1,905 -100.0% Q3 2025 Nov 12, 2025
Wealthspire Retirement, LLC History Closed out 0 0 — 0.02% — -1,826 -100.0% Q3 2025 Feb 06, 2026
Waterloo Capital, L.P. History Closed out 0 0 — 0.02% — -1,823 -100.0% Q3 2025 Nov 05, 2025
17 CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.14% — -1,790 -100.0% Q3 2025 Nov 14, 2025
Everhart Financial Group, Inc. History Closed out 0 0 — 0.02% — -1,734 -100.0% Q3 2025 Nov 04, 2025
Magnolia Private Wealth, LLC History Closed out 0 0 — 0.17% — -1,639 -100.0% Q3 2025 Nov 06, 2025
Shared Vision Wealth Group LLC History Closed out 0 0 — 0.1% — -1,635 -100.0% Q3 2025 Oct 30, 2025
Ascent Group, LLC History Closed out 0 0 — 0.01% — -1,629 -100.0% Q3 2025 Oct 20, 2025
Balefire, LLC History Closed out 0 0 — 0.04% — -1,554 -100.0% Q3 2025 Oct 08, 2025
Steigerwald, Gordon & Koch Inc. History Closed out 0 0 — 0.02% — -1,546 -100.0% Q3 2025 Oct 23, 2025
Per Stirling Capital Management, LLC. History Closed out 0 0 — 0.03% — -1,529 -100.0% Q3 2025 Nov 12, 2025
Safeguard Investment Advisory Group, LLC History Closed out 0 0 — 0.05% — -1,519 -100.0% Q3 2025 Nov 13, 2025
RiverFront Investment Group, LLC History Closed out 0 0 — 0.0% — -1,468 -100.0% Q3 2025 Nov 13, 2025
McNaughton Wealth Management, LLC History Closed out 0 0 — 0.09% — -1,457 -100.0% Q3 2025 Oct 08, 2025
Lauterbach Financial Advisors, LLC History Closed out 0 0 — 0.1% — -1,456 -100.0% Q3 2025 Nov 12, 2025
FIRST MANHATTAN CO. LLC. History Closed out 0 0 — 0.0% — -1,454 -100.0% Q3 2025 Nov 14, 2025
Bigelow Investment Advisors, LLC History Closed out 0 0 — 0.08% — -1,450 -100.0% Q3 2025 Oct 22, 2025
LaFleur & Godfrey LLC History Closed out 0 0 — 0.02% — -1,445 -100.0% Q3 2025 Nov 10, 2025
First Bancorp, Inc /ME/ History Closed out 0 0 — 0.11% — -1,433 -100.0% Q3 2025 Oct 23, 2025
American Money Management, LLC History Closed out 0 0 — 0.03% — -1,428 -100.0% Q3 2025 Nov 10, 2025
BAM Wealth Management, LLC History Closed out 0 0 — 0.16% — -1,426 -100.0% Q3 2025 Oct 31, 2025
Quarry LP History Closed out 0 0 — 0.04% — -1,136 -100.0% Q3 2025 Nov 14, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -920 -100.0% Q3 2025 Mar 31, 2026
Rise Advisors, LLC History Closed out 0 0 — 0.04% — -781 -100.0% Q3 2025 Oct 08, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -731 -100.0% Q3 2025 Oct 21, 2025
Koesten, Hirschmann & Crabtree, INC. History Closed out 0 0 — 0.05% — -672 -100.0% Q3 2025 Nov 05, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.01% — -607 -100.0% Q3 2025 Oct 06, 2025
LGT Financial Advisors LLC History Closed out 0 0 — 0.14% — -458 -100.0% Q3 2025 Nov 17, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.01% — -400 -100.0% Q3 2025 Nov 17, 2025
Founders Financial Alliance, LLC History Closed out 0 0 — 0.01% — -307 -100.0% Q3 2025 Nov 07, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.0% — -236 -100.0% Q3 2025 Oct 27, 2025
Imprint Wealth LLC History Closed out 0 0 — 0.09% — -204 -100.0% Q3 2025 Nov 14, 2025
Crewe Advisors LLC History Closed out 0 0 — 0.0% — -133 -100.0% Q3 2025 Nov 13, 2025
Center for Financial Planning, Inc. History Closed out 0 0 — 0.0% — -127 -100.0% Q3 2025 Nov 06, 2025
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 — 0.0% — -101 -100.0% Q3 2025 Oct 14, 2025
Strengthening Families & Communities, LLC History Closed out 0 0 — 0.0% — -96 -100.0% Q3 2025 Nov 04, 2025
Blume Capital Management, Inc. History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2025 Nov 06, 2025
Compass Financial Services Inc History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2025 Nov 04, 2025
PHILLIPS FINANCIAL MANAGEMENT, LLC History Closed out 0 0 — 0.0% — -32 -100.0% Q3 2025 Oct 24, 2025
Wealth Watch Advisors, INC History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2025 Nov 13, 2025
Vermillion Wealth Management, Inc. History Closed out 0 0 — 0.0% — -16 -100.0% Q3 2025 Oct 23, 2025
BTG Pactual Asset Management US LLC History Closed out 0 0 — 0.0% — -11 -100.0% Q3 2025 Nov 13, 2025
Fortis Group Advisors, LLC History New 4 0 — — — +4 New Q4 2025 Feb 06, 2026
ARMSTRONG ADVISORY GROUP, INC History Closed out 0 0 — — — -4 -100.0% Q3 2025 Oct 08, 2025
Transamerica Financial Advisors, LLC History Reduced 3 0 — — — -1 -25.0% Q4 2025 Feb 13, 2026
MOTCO History No change 6 0 — — — 0 0.0% Q4 2025 Feb 06, 2026