iSHARES TRUST - IWS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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
JONES FINANCIAL COMPANIES LLLP History Reduced 9,708,345 1,369,362 0.83% 0.95% 1 -339,130 -3.38% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 8,071,505 1,138,485 0.07% 0.07% 2 -173,966 -2.11% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,236,073 597,498 0.04% 0.03% 3 +560,983 15.26% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 3,917,401 552,549 0.1% 0.1% 4 +165,686 4.42% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 3,371,310 475,550 1.14% 1.16% 5 -56,169 -1.64% Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,856,534 402,914 1.41% 1.45% 6 +33,247 1.18% Q4 2025 Feb 06, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 2,732,375 385,401 8.05% 8.13% 7 +33,376 1.24% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 2,390,656 337,201 0.05% — 8 +2,390,656 New Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 2,089,915 294,782 0.35% 0.36% 9 -99,415 -4.54% Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,985,396 280,040 0.37% 0.38% 10 -87,792 -4.23% Q4 2025 Feb 12, 2026
COMMERCE BANK History Reduced 1,984,765 279,951 1.55% 1.57% 11 -35,270 -1.75% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 1,934,508 272,862 0.01% 0.01% 12 -16,049 -0.82% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,639,942 231,313 0.04% 0.04% 13 +2,680 0.16% Q4 2025 Jan 29, 2026
Align Financial, LLC History New 224,128 224,128 0.13% — 14 +224,128 New Q4 2025 Feb 17, 2026
Betterment LLC History Reduced 1,550,556 218,706 0.42% 0.44% 15 -44,207 -2.77% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,282,032 180,830 0.1% 0.11% 16 -30,618 -2.33% Q4 2025 Feb 06, 2026
LPL Financial LLC History Added to 1,210,535 170,745 0.05% 0.05% 17 +6,863 0.57% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 1,108,454 156,423 0.04% 0.04% 18 +5,889 0.53% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,006,776 142,005 0.04% 0.03% 19 +149,528 17.44% Q4 2025 Feb 10, 2026
Cassaday & Co Wealth Management LLC History Added to 1,005,128 141,773 2.99% 3.2% 20 +12,562 1.27% Q4 2025 Feb 03, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 948,572 133,796 6.18% 6.6% 21 -8,323 -0.87% Q4 2025 Feb 11, 2026
STEPHENS INC /AR/ History Reduced 840,698 118,594 1.48% 1.5% 22 -2,999 -0.36% Q4 2025 Feb 05, 2026
JPMORGAN CHASE & CO History Added to 796,669 112,370 0.01% 0.01% 23 +64,564 8.82% Q4 2025 Feb 11, 2026
VANTAGEPOINT INVESTMENT ADVISERS LLC History Added to 782,258 110,337 0.89% 0.86% 24 +28,915 3.84% Q4 2025 Jan 27, 2026
STEPHENS GROUP ASSET MANAGEMENT, LLC History Added to 712,312 100,471 6.71% 6.7% 25 +142 0.02% Q4 2025 Jan 08, 2026
Pacific Life Fund Advisors LLC History Added to 706,873 99,704 10.27% 8.88% 26 +86,797 14.0% Q4 2025 Jan 26, 2026
RAYMOND JAMES FINANCIAL INC History Added to 652,035 91,969 0.03% 0.03% 27 +71,407 12.3% Q4 2025 Feb 18, 2026
Heritage Wealth Advisors History Added to 539,682 76,122 2.91% 3.21% 28 +15,148 2.89% Q4 2025 Feb 13, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 457,119 64,476 3.62% 3.77% 29 +19,820 4.53% Q4 2025 Feb 04, 2026
TRUIST FINANCIAL CORP History Added to 439,522 61,994 0.08% 0.08% 30 +9,471 2.2% Q4 2025 Feb 02, 2026
Cetera Investment Advisers History Added to 432,237 60,966 0.07% 0.07% 31 +29,836 7.41% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 408,910 57,676 0.39% 0.42% 32 +893 0.22% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 377,481 53,243 0.31% 0.33% 33 +10,529 2.87% Q4 2025 Jan 26, 2026
AMG National Trust Bank History Reduced 319,361 45,045 1.06% 1.12% 34 -11,272 -3.41% Q4 2025 Jan 30, 2026
Mariner, LLC History Added to 317,068 44,726 0.05% 0.05% 35 +21,434 7.25% Q4 2025 Feb 13, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 314,790 44,401 1.29% 0.87% 36 +100,567 46.95% Q4 2025 Feb 10, 2026
Lido Advisors, LLC History Reduced 300,540 42,330 0.13% 0.15% 37 -34,096 -10.19% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Reduced 263,342 38,966 0.96% 0.97% 38 -1,979 -0.75% Q4 2025 Jan 28, 2026
SVB WEALTH LLC History Reduced 262,626 37,043 2.18% 2.19% 39 -28,208 -9.7% Q4 2025 Feb 04, 2026
Cedar Mountain Advisors, LLC History Added to 254,035 35,831 6.91% 6.86% 40 +1,726 0.68% Q4 2025 Feb 11, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 236,937 33,420 0.56% 0.28% 41 +111,823 89.38% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 236,776 33,397 0.02% 0.03% 42 -46,005 -16.27% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 236,511 33,359 0.04% 0.05% 43 +36,315 18.14% Q4 2025 Feb 13, 2026
GLOBALT Investments LLC / GA History Reduced 235,182 33,172 1.21% 1.22% 44 -3,303 -1.38% Q4 2025 Feb 06, 2026
LPWM LLC History Added to 231,561 32,661 8.24% 8.39% 45 +6,253 2.78% Q4 2025 Jan 06, 2026
HighTower Advisors, LLC History Added to 218,545 30,825 0.03% 0.03% 46 +2,843 1.32% Q4 2025 Feb 06, 2026
EARNEST PARTNERS LLC History Added to 206,866 29,178 0.13% 0.05% 47 +132,135 176.81% Q4 2025 Feb 12, 2026
Wescott Financial Advisory Group, LLC History Reduced 205,539 28,991 2.53% 2.63% 48 -4,689 -2.23% Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 199,661 28,162 0.1% 0.1% 49 -70 -0.04% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 198,232 27,960 0.05% 0.04% 50 +39,976 25.26% Q4 2025 Mar 16, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 178,244 25,141 0.19% 0.2% 51 -1,131 -0.63% Q4 2025 Feb 12, 2026
Rodgers & Associates, LTD History Added to 174,382 24,596 2.49% 2.47% 52 +2,629 1.53% Q4 2025 Jan 22, 2026
Badgley Phelps Wealth Managers, LLC History Added to 171,939 24,251 0.44% 0.49% 53 +3,986 2.37% Q4 2025 Jan 28, 2026
Baird Financial Group, Inc. History Added to 167,703 23,654 0.04% 0.02% 54 +63,442 60.85% Q4 2025 Feb 13, 2026
Parkway Wealth Management Group, LLC History New 167,098 23,569 3.16% — 55 +167,098 New Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 163,760 23,098 0.04% 0.03% 56 +29,604 22.07% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 161,367 22,771 0.03% 0.05% 57 -76,446 -32.15% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 158,720 22,387 0.09% 0.09% 58 +13,407 9.23% Q4 2025 Feb 13, 2026
M&T BANK CORP History Reduced 158,476 22,353 0.07% 0.08% 59 -9,044 -5.4% Q4 2025 Jan 30, 2026
First Citizens Asset Management, Inc. History Added to 155,656 21,955 7.68% 7.71% 60 +782 0.5% Q4 2025 Feb 05, 2026
Asset Management Group, Inc. History Added to 152,208 21,468 3.47% 3.47% 61 +250 0.16% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 144,513 20,386 0.15% — 62 +144,513 New Q4 2025 Feb 18, 2026
RTD Financial Advisors, Inc. History Reduced 144,494 20,380 2.49% 2.43% 63 -318 -0.22% Q4 2025 Jan 27, 2026
NATIXIS ADVISORS, LLC History Added to 143,236 20,203 0.03% 0.03% 64 +4,946 3.58% Q4 2025 Feb 10, 2026
STIFEL FINANCIAL CORP History Added to 140,048 19,756 0.02% 0.02% 65 +5,163 3.83% Q4 2025 Feb 13, 2026
Bishop & Co Investment Management, LLC History Added to 139,793 19,717 6.53% 6.53% 66 +15 0.01% Q4 2025 Jan 21, 2026
Creative Planning History Added to 139,093 19,619 0.01% 0.01% 67 +15,908 12.91% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 147,771 19,301 0.56% — 68 +147,771 New Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 201,222 18,051 0.02% 0.03% 69 +77,089 62.1% Q4 2025 Mar 09, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 125,683 17,728 9.75% 9.56% 70 +95 0.08% Q4 2025 Jan 02, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 125,262 17,668 0.03% 0.04% 71 -28,139 -18.34% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Reduced 121,349 17,116 0.09% 0.1% 72 -117 -0.1% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Added to 121,241 17,101 0.0% 0.0% 73 +2,428 2.04% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Added to 119,012 16,786 0.05% 0.05% 74 +740 0.63% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Reduced 117,045 16,509 0.0% 0.0% 75 -7,683 -6.16% Q4 2025 Mar 25, 2026
Allworth Financial LP History New 116,762 16,469 0.07% — 77 +116,762 New Q4 2025 Feb 05, 2026
FIFTH THIRD SECURITIES, INC. History Added to 116,766 16,469 1.08% 1.1% 76 +1,891 1.65% Q4 2025 Jan 23, 2026
Sterling Capital Management LLC History Reduced 114,482 16,147 0.26% 0.26% 78 -11,479 -9.11% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Added to 111,161 15,679 0.71% 0.69% 79 +10,511 10.44% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History New 107,949 15,226 0.01% — 80 +107,949 New Q4 2025 Mar 20, 2026
Waverly Advisors, LLC History Added to 107,597 15,176 0.12% 0.15% 81 +1,717 1.62% Q4 2025 Feb 17, 2026
Avantax Planning Partners, Inc. History Reduced 107,419 15,151 0.42% 0.45% 82 -4,337 -3.88% Q4 2025 Feb 05, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Added to 104,992 14,809 0.05% 0.01% 83 +89,291 568.7% Q4 2025 Feb 18, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 100,985 14,243 0.32% 0.33% 84 +3,043 3.11% Q4 2025 Jan 27, 2026
Kingdom Financial Group LLC. History Added to 95,096 13,413 4.14% 3.28% 85 +56,699 147.67% Q4 2025 Feb 06, 2026
COMERICA BANK History Reduced 94,134 13,277 0.05% 0.05% 86 -4,445 -4.51% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 89,891 13,145 0.02% 0.02% 87 +2,234 2.55% Q4 2025 Jan 08, 2026
MAI Capital Management History Added to 92,160 12,999 0.07% 0.07% 88 +9,955 12.11% Q4 2025 Feb 13, 2026
Occidental Asset Management, LLC History Added to 91,287 12,876 1.55% 1.59% 89 +413 0.45% Q4 2025 Jan 08, 2026
BOKF, NA History Reduced 90,449 12,757 0.2% 0.19% 90 -1,591 -1.73% Q4 2025 Feb 03, 2026
BANK OF MONTREAL /CAN/ History Added to 90,307 12,737 0.0% 0.0% 91 +5,552 6.55% Q4 2025 Feb 12, 2026
One Capital Management, LLC History Reduced 89,833 12,671 0.38% 1.15% 92 -168,110 -65.17% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Added to 87,120 12,288 0.55% 0.52% 93 +7,354 9.22% Q4 2025 Jan 27, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 86,885 12,255 0.1% 0.1% 94 -611 -0.7% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Reduced 84,378 11,901 0.15% 0.16% 95 -454 -0.54% Q4 2025 Feb 09, 2026
Savant Capital, LLC History Added to 81,224 11,456 0.07% 0.07% 96 +3,691 4.76% Q4 2025 Feb 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 80,398 11,340 0.15% 0.15% 97 -694 -0.86% Q4 2025 Jan 22, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 79,540 11,219 0.14% 0.14% 98 -38 -0.05% Q4 2025 Jan 29, 2026
&PARTNERS History Added to 79,157 11,204 0.06% 0.04% 99 +33,227 72.34% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 77,028 10,864 0.04% 0.04% 100 +16,120 26.47% Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 76,142 10,739 0.03% 0.03% 101 +5,030 7.07% Q4 2025 Feb 13, 2026
WestHill Financial Advisors, Inc. History Added to 74,805 10,551 2.0% 2.04% 102 +455 0.61% Q4 2025 Jan 21, 2026
JMG Financial Group, Ltd. History Reduced 74,632 10,526 0.3% 0.3% 103 -1,411 -1.86% Q4 2025 Feb 10, 2026
CWM, LLC History Added to 73,355 10,347 0.03% 0.03% 104 +4,945 7.23% Q4 2025 Jan 26, 2026
PARK AVENUE SECURITIES LLC History Added to 70,824 9,990 0.08% 0.06% 105 +12,311 21.04% Q4 2025 Jan 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 68,362 9,642 1.11% 1.21% 106 -19 -0.03% Q4 2025 Feb 17, 2026
Corundum Group, Inc. History Added to 67,887 9,575 3.21% 2.99% 107 +15,786 30.3% Q4 2025 Jan 12, 2026
XML Financial, LLC History Added to 67,661 9,543 0.78% 0.76% 108 +1,121 1.68% Q4 2025 Feb 11, 2026
LifeWealth Investments, LLC History Added to 66,557 9,387 2.97% 2.82% 109 +5,355 8.75% Q4 2025 Jan 26, 2026
Bank of New York Mellon Corp History Added to 66,224 9,340 0.0% 0.0% 110 +3,090 4.89% Q4 2025 Feb 10, 2026
HOWARD BAILEY SECURITIES, LLC History Added to 66,054 9,316 3.67% 2.5% 111 +3,097 4.92% Q4 2025 Feb 11, 2026
MidFirst Bank History New 65,392 9,223 0.73% — 112 +65,392 New Q4 2025 Feb 25, 2026
UMB Bank, n.a. History Reduced 64,873 9,150 0.12% 0.14% 113 -3,253 -4.77% Q4 2025 Feb 13, 2026
NUANCE INVESTMENTS, LLC History Added to 60,199 8,491 0.94% 0.57% 114 +19,899 49.38% Q4 2025 Feb 11, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 58,876 8,304 0.0% — 115 +58,876 New Q4 2025 Feb 17, 2026
Legacy Edge Advisors, LLC History New 57,557 8,118 0.89% — 116 +57,557 New Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History Added to 56,530 7,973 0.25% 0.04% 117 +46,800 480.99% Q4 2025 Feb 12, 2026
Sanctuary Advisors, LLC History Reduced 55,142 7,777 0.04% 0.04% 118 -1,273 -2.26% Q4 2025 Jan 29, 2026
Inlight Wealth Management, LLC History Reduced 54,837 7,734 2.83% 3.62% 119 -393 -0.71% Q4 2025 Jan 23, 2026
Private Advisor Group, LLC History Added to 54,618 7,703 0.04% 0.04% 120 +1,087 2.03% Q4 2025 Feb 17, 2026
INSPIRION WEALTH ADVISORS, LLC History Reduced 53,989 7,615 0.93% 1.12% 121 -6,474 -10.71% Q4 2025 Jan 09, 2026
Powell Investment Advisors, LLC History Reduced 52,692 7,432 2.56% 2.58% 122 -58 -0.11% Q4 2025 Feb 09, 2026
Mill Creek Capital Advisors, LLC History Reduced 52,609 7,420 0.15% 0.16% 123 -4,375 -7.68% Q4 2025 Feb 13, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 50,639 7,142 0.51% 0.47% 124 +7 0.01% Q4 2025 Jan 14, 2026
CRAMER ROSENTHAL MCGLYNN LLC History New 50,389 7,107 0.46% — 125 +50,389 New Q4 2025 Feb 13, 2026
Accredited Investors Inc. History Reduced 49,704 7,010 0.37% 0.47% 126 -10,924 -18.02% Q4 2025 Feb 05, 2026
James J. Burns & Company, LLC History Reduced 49,566 6,991 0.96% 1.03% 127 -40 -0.08% Q4 2025 Jan 23, 2026
CONNING INC. History Added to 48,042 6,776 0.23% 0.22% 128 +1,026 2.18% Q4 2025 Feb 05, 2026
Modera Wealth Management, LLC History Reduced 47,926 6,759 0.08% 0.08% 129 -372 -0.77% Q4 2025 Jan 21, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 46,742 6,592 0.0% 0.0% 130 -100 -0.21% Q4 2025 Feb 10, 2026
McAdam, LLC History Reduced 46,266 6,525 0.3% 0.33% 131 -1,204 -2.54% Q4 2025 Feb 13, 2026
Processus Wealth & Capital Management, LLC History Added to 45,957 6,482 4.27% 4.48% 132 +1,261 2.82% Q4 2025 Jan 07, 2026
Allspring Global Investments Holdings, LLC History Added to 45,016 6,420 0.01% 0.01% 133 +20,524 83.8% Q4 2025 Jan 15, 2026
Bleakley Financial Group, LLC History Added to 44,737 6,310 0.11% 0.14% 134 +787 1.79% Q4 2025 Feb 09, 2026
Cambridge Investment Research Advisors, Inc. History Added to 44,596 6,290 0.02% 0.02% 135 +3,946 9.71% Q4 2025 Feb 05, 2026
ASSETMARK, INC History Reduced 44,101 6,220 0.01% 0.03% 136 -54,386 -55.22% Q4 2025 Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 43,897 6,191 0.01% 0.01% 137 -7,158 -14.02% Q4 2025 Feb 18, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 43,199 6,093 0.17% 0.17% 138 -124 -0.29% Q4 2025 Feb 03, 2026
TICINO WEALTH History New 43,107 6,080 2.25% — 139 +43,107 New Q4 2025 Jan 27, 2026
Focus Partners Advisor Solutions, LLC History Reduced 41,812 5,897 0.07% 0.07% 140 -591 -1.39% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 41,175 5,808 0.01% 0.01% 141 +4,627 12.66% Q4 2025 Feb 11, 2026
NewEdge Wealth, LLC History Added to 40,965 5,778 0.07% 0.08% 142 +334 0.82% Q4 2025 Feb 03, 2026
Arcadia Wealth Management, LLC History Added to 40,636 5,731 2.13% 2.21% 143 +661 1.65% Q4 2025 Feb 03, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 40,508 5,713 0.12% 0.08% 144 +14,891 58.13% Q4 2025 Feb 13, 2026
Aldebaran Capital, LLC History Added to 40,177 5,666 5.08% 5.04% 145 +873 2.22% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 40,119 5,658 0.04% 0.03% 146 +11,412 39.75% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 40,011 5,643 0.03% — 147 +40,011 New Q4 2025 Feb 18, 2026
Whitaker-Myers Wealth Managers, LTD. History Added to 38,990 5,499 1.15% 1.09% 149 +3,059 8.51% Q4 2025 Jan 22, 2026
FIRST MERCHANTS CORP History Added to 38,992 5,499 0.2% 0.2% 148 +147 0.38% Q4 2025 Jan 12, 2026
Kelsey Financial, LLC History New 38,586 5,442 4.67% — 150 +38,586 New Q4 2025 Jan 23, 2026
INVESTMENT PARTNERS, LTD. History Added to 38,562 5,439 1.9% 1.88% 151 +244 0.64% Q4 2025 Feb 10, 2026
MATHER GROUP, LLC. History Added to 37,486 5,287 0.05% 0.05% 152 +7 0.02% Q4 2025 Jan 13, 2026
May Barnhard Investments LLC History Reduced 37,179 5,244 2.48% 2.58% 153 -2,588 -6.51% Q4 2025 Jan 28, 2026
REGIONS FINANCIAL CORP History Added to 36,544 5,154 0.03% 0.01% 154 +22,496 160.14% Q4 2025 Jan 27, 2026
Simplicity Wealth,LLC History Reduced 36,462 5,142 0.31% 0.32% 155 -2,695 -6.88% Q4 2025 Jan 30, 2026
Midwest Trust Co History Added to 35,917 5,066 0.06% 0.06% 156 +4,321 13.68% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History Added to 35,194 4,964 0.17% 0.18% 157 +549 1.58% Q4 2025 Jan 13, 2026
Ashton Thomas Private Wealth, LLC History Reduced 34,856 4,916 0.12% 0.14% 158 -3,071 -8.1% Q4 2025 Jan 29, 2026
LWM ADVISORS INC History Added to 34,154 4,817 4.24% 4.16% 159 +997 3.01% Q4 2025 Jan 09, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 32,851 4,633 0.0% 0.0% 160 +8,373 34.21% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Added to 32,630 4,602 0.16% 0.16% 161 +203 0.63% Q4 2025 Jan 12, 2026
Global Retirement Partners, LLC History Added to 32,597 4,597 0.08% 0.06% 162 +13,507 70.75% Q4 2025 Feb 06, 2026
Community Bank, N.A. History Reduced 32,422 4,573 0.54% 0.56% 163 -725 -2.19% Q4 2025 Feb 04, 2026
Brady Martz Wealth Solutions, LLC History No change 32,076 4,524 0.8% 0.81% 164 0 0.0% Q4 2025 Jan 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 30,708 4,332 0.0% 0.0% 165 0 0.0% Q4 2025 Feb 17, 2026
VestGen Advisors, LLC History Added to 30,415 4,289 0.18% 0.13% 166 +2,744 9.92% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 30,382 4,285 0.02% — 167 +30,382 New Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 28,727 4,051 0.02% — 168 +28,727 New Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 28,709 4,049 0.01% 0.01% 169 +4,400 18.1% Q4 2025 Feb 17, 2026
ARK & TLK INVESTMENTS, LLC History No change 28,477 4,016 1.1% 1.26% 170 0 0.0% Q4 2025 Feb 10, 2026
Auour Investments LLC History Added to 28,202 3,977 1.27% 0.91% 171 +8,240 41.28% Q4 2025 Jan 12, 2026
Ascent Group, LLC History Reduced 28,077 3,960 0.14% 0.15% 172 -2,099 -6.96% Q4 2025 Jan 20, 2026
Boston Partners History Added to 27,682 3,932 0.0% 0.0% 173 +23,338 537.25% Q4 2025 Feb 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Reduced 27,848 3,927 0.05% 0.05% 174 -2,891 -9.4% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Added to 27,779 3,918 0.0% 0.0% 175 +25,969 1434.75% Q4 2025 Feb 17, 2026
Widmann Financial Services, Inc. History Added to 27,273 3,846 2.35% 2.29% 176 +1,137 4.35% Q4 2025 Feb 18, 2026
Falcon Wealth Planning History Reduced 26,681 3,763 0.32% 0.35% 177 -854 -3.1% Q4 2025 Feb 03, 2026
CITY HOLDING CO History Added to 26,649 3,758 0.46% 0.46% 178 +220 0.83% Q4 2025 Jan 22, 2026
Connecticut Wealth Management, LLC History Reduced 25,902 3,653 0.16% 0.17% 179 -1,707 -6.18% Q4 2025 Feb 12, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 25,806 3,639 0.26% 0.29% 180 -481 -1.83% Q4 2025 Feb 09, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 25,556 3,604 0.05% 0.05% 181 -4,549 -15.11% Q4 2025 Feb 10, 2026
Cerity Partners LLC History Added to 24,714 3,489 0.01% 0.0% 182 +8,117 48.91% Q4 2025 Feb 11, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 24,537 3,460 0.04% — 183 +24,537 New Q4 2025 Feb 02, 2026
Hapanowicz & Associates Financial Services, Inc History Reduced 24,364 3,436 1.35% 1.59% 184 -318 -1.29% Q4 2025 Feb 11, 2026
Sigma Planning Corp History Added to 24,017 3,387 0.09% 0.09% 185 +1,667 7.46% Q4 2025 Jan 30, 2026
VANCE WEALTH, LLC History Reduced 23,971 3,381 1.0% 1.1% 186 -1,749 -6.8% Q4 2025 Feb 17, 2026
SAGE FINANCIAL GROUP INC History Reduced 23,963 3,380 0.22% 0.23% 187 -765 -3.09% Q4 2025 Jan 27, 2026
HBK Sorce Advisory LLC History Reduced 22,170 3,371 0.08% 0.08% 188 -259 -1.15% Q4 2025 Feb 09, 2026
Private Wealth Asset Management, LLC History Added to 23,815 3,359 0.37% 0.38% 189 +1,046 4.59% Q4 2025 Feb 10, 2026
J.W. COLE ADVISORS, INC. History Added to 25,968 3,356 0.08% 0.04% 190 +11,237 76.28% Q4 2025 Feb 11, 2026
MSH Capital Advisors LLC History No change 23,777 3,353 0.72% 0.89% 191 0 0.0% Q4 2025 Feb 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 23,756 3,350 0.25% 0.27% 192 +112 0.47% Q4 2025 Jan 07, 2026
BROWN ADVISORY INC History Added to 23,320 3,289 0.0% 0.0% 193 +516 2.26% Q4 2025 Feb 13, 2026
EQUITABLE TRUST CO History Added to 23,295 3,285 0.15% 0.14% 194 +1,168 5.28% Q4 2025 Feb 02, 2026
RWA WEALTH PARTNERS, LLC History No change 23,032 3,248 0.04% 0.04% 195 0 0.0% Q4 2025 Feb 12, 2026
Millstone Evans Group, LLC History Added to 22,781 3,213 1.89% 1.88% 196 +1,596 7.53% Q4 2025 Feb 02, 2026
AMARILLO NATIONAL BANK History No change 22,592 3,186 0.56% 0.55% 197 0 0.0% Q4 2025 Jan 28, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 21,894 3,088 0.25% 0.25% 198 -105 -0.48% Q4 2025 Feb 06, 2026
IFP Advisors, Inc History Added to 21,870 3,084 0.07% 0.05% 199 +7,219 49.27% Q4 2025 Feb 06, 2026
TECTONIC ADVISORS LLC History Added to 21,720 3,063 0.16% 0.16% 200 +1,375 6.76% Q4 2025 Jan 23, 2026
Financial Engines Advisors L.L.C. History Added to 21,565 3,041 0.01% 0.01% 201 +934 4.53% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 21,553 3,040 0.04% 0.04% 202 -723 -3.25% Q4 2025 Feb 02, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 21,475 3,029 0.06% 0.06% 203 -763 -3.43% Q4 2025 Feb 12, 2026
Whitegate Investment Counselors, Inc. History Added to 21,394 3,017 0.94% 0.91% 204 +1,577 7.96% Q4 2025 Feb 10, 2026
First Pacific Financial History Added to 21,376 3,015 0.39% 0.41% 205 +52 0.24% Q4 2025 Jan 16, 2026
FAS Wealth Partners, Inc. History Reduced 20,837 2,939 0.19% 0.2% 206 -20 -0.1% Q4 2025 Feb 18, 2026
Atlas Brown,Inc. History Reduced 20,665 2,914 0.87% 0.85% 207 -21 -0.1% Q4 2025 Jan 09, 2026
CITIGROUP INC History Reduced 20,265 2,858 0.0% 0.0% 208 -784 -3.72% Q4 2025 Feb 13, 2026
STOCK YARDS BANK & TRUST CO History Reduced 20,253 2,856 0.09% 0.09% 209 -630 -3.02% Q4 2025 Jan 21, 2026
Strategic Blueprint, LLC History Added to 20,213 2,851 0.17% 0.11% 210 +2,927 16.93% Q4 2025 Jan 30, 2026
Q3 Asset Management History New 20,145 2,841 0.65% — 211 +20,145 New Q4 2025 Jan 27, 2026
WHITTIER TRUST CO History Added to 18,976 2,775 0.03% 0.03% 212 +2,394 14.44% Q4 2025 Jan 26, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 19,521 2,753 0.0% 0.0% 213 -9,679 -33.15% Q4 2025 Feb 02, 2026
Ameritas Advisory Services, LLC History Added to 19,404 2,736 0.1% 0.03% 214 +15,754 431.62% Q4 2025 Feb 04, 2026
CULLEN/FROST BANKERS, INC. History Added to 19,235 2,713 0.03% 0.01% 215 +12,971 207.07% Q4 2025 Feb 06, 2026
Wealthspire Advisors, LLC History Reduced 19,141 2,699 0.02% 0.03% 217 -18,699 -49.42% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 19,137 2,699 0.01% 0.02% 216 +209 1.1% Q4 2025 Feb 12, 2026
Ironwood Investment Counsel, LLC History Added to 18,978 2,676 0.37% 0.1% 218 +14,275 303.53% Q4 2025 Feb 06, 2026
Eukles Asset Management History Reduced 18,768 2,647 1.03% 1.03% 219 -235 -1.24% Q4 2025 Feb 09, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 18,709 2,638 0.14% 0.15% 220 +1,939 11.56% Q4 2025 Jan 26, 2026
BANK OF HAWAII History Added to 18,414 2,597 0.13% 0.1% 221 +3,483 23.33% Q4 2025 Mar 03, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 17,685 2,586 0.05% 0.05% 222 -325 -1.8% Q4 2025 Jan 26, 2026
WESBANCO BANK INC History Added to 18,211 2,568 0.07% 0.07% 223 +21 0.12% Q4 2025 Feb 03, 2026
Telos Capital Management, Inc. History Reduced 17,893 2,523 0.24% 0.25% 224 -664 -3.58% Q4 2025 Jan 22, 2026
Parallel Advisors, LLC History Added to 17,871 2,520 0.05% 0.04% 225 +3,609 25.31% Q4 2025 Feb 11, 2026
BLAIR WILLIAM & CO/IL History Reduced 17,858 2,518 0.01% 0.01% 226 -3,168 -15.07% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 17,849 2,517 0.02% 0.01% 227 +5,792 48.04% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 17,733 2,509 0.0% 0.0% 228 +1,305 7.94% Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Added to 17,770 2,506 0.04% 0.04% 229 +664 3.88% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Reduced 17,735 2,501 0.0% 0.0% 230 -10 -0.06% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History Reduced 17,697 2,496 0.06% 0.07% 231 -930 -4.99% Q4 2025 Jan 28, 2026
FIRST FOUNDATION ADVISORS History Added to 17,656 2,490 0.09% 0.09% 232 +573 3.35% Q4 2025 Feb 04, 2026
CHOREO, LLC History Reduced 17,257 2,457 0.03% 0.03% 233 -182 -1.04% Q4 2025 Jan 23, 2026
Summit Financial, LLC History Added to 17,317 2,442 0.04% 0.02% 234 +9,776 129.64% Q4 2025 Feb 13, 2026
SUMMIT WEALTH GROUP LLC / CO History New 17,137 2,417 0.32% — 236 +17,137 New Q4 2025 Feb 04, 2026
LMG Wealth Partners, LLC History Reduced 17,142 2,417 0.45% 0.48% 235 -1,169 -6.38% Q4 2025 Feb 02, 2026
Noble Family Wealth, LLC History Reduced 16,956 2,391 0.5% 0.53% 237 -257 -1.49% Q4 2025 Jan 07, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 16,911 2,385 0.07% 0.09% 238 -2,815 -14.27% Q4 2025 Feb 13, 2026
Key Capital Management, INC History New 16,452 2,320 2.3% — 239 +16,452 New Q4 2025 Jan 26, 2026
Ballentine Partners, LLC History No change 16,170 2,280 0.03% 0.03% 240 0 0.0% Q4 2025 Feb 03, 2026
MATTERS CAPITAL LLC History New 15,714 2,216 1.81% — 241 +15,714 New Q4 2025 Feb 17, 2026
Allegheny Financial Group History Added to 15,632 2,205 0.33% 0.26% 242 +5,522 54.62% Q4 2025 Feb 02, 2026
BESSEMER GROUP INC History Added to 15,530 2,191 0.0% 0.0% 243 +457 3.03% Q4 2025 Feb 05, 2026
Sequent Asset Management, LLC History No change 15,536 2,191 0.97% 1.03% 244 0 0.0% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 15,372 2,168 0.02% 0.03% 245 +3,294 27.27% Q4 2025 Jan 23, 2026
Alpine Bank Wealth Management History No change 14,995 2,115 0.3% 0.29% 246 0 0.0% Q4 2025 Jan 15, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 14,890 2,100 0.35% — 247 +14,890 New Q4 2025 Feb 12, 2026
Goelzer Investment Management, Inc. History No change 14,501 2,045 0.09% 0.11% 248 0 0.0% Q4 2025 Jan 14, 2026
BENJAMIN EDWARDS INC History Reduced 14,374 2,033 0.02% 0.03% 249 -2,067 -12.57% Q4 2025 Feb 02, 2026
Merit Financial Group, LLC History Added to 14,375 2,027 0.02% 0.02% 250 +1,069 8.03% Q4 2025 Jan 26, 2026
Pointe Capital Management LLC History Added to 14,327 2,020 1.0% 0.88% 251 +1,392 10.76% Q4 2025 Feb 17, 2026
Beacon Bank & Trust History Reduced 14,259 2,011 0.41% 0.46% 252 -999 -6.55% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 14,257 2,010 0.01% 0.01% 253 -330 -2.26% Q4 2025 Feb 09, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 14,057 1,982 0.0% — 254 +14,057 New Q4 2025 Feb 13, 2026
FLOW TRADERS U.S. LLC History Added to 14,015 1,977 0.06% 0.03% 255 +9,214 191.92% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 13,990 1,973 0.0% 0.0% 256 -24,606 -63.75% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 13,976 1,971 0.01% 0.01% 257 +361 2.65% Q4 2025 Feb 17, 2026
One Wealth Advisors, LLC History New 13,968 1,970 0.24% — 258 +13,968 New Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Added to 13,960 1,969 0.01% 0.01% 259 +1,530 12.31% Q4 2025 Feb 18, 2026
Tradition Wealth Management, LLC History No change 13,781 1,943 0.14% 0.14% 260 0 0.0% Q4 2025 Feb 11, 2026
Peloton Wealth Strategists History Added to 13,700 1,932 0.75% 0.73% 261 +327 2.45% Q4 2025 Feb 17, 2026
BHK Investment Advisors, LLC History Added to 13,695 1,931 0.63% 0.69% 262 +537 4.08% Q4 2025 Feb 03, 2026
Arkadios Wealth Advisors History Added to 13,674 1,928 0.04% 0.03% 263 +5,570 68.73% Q4 2025 Feb 13, 2026
Horst & Graben Wealth Management LLC History Added to 13,653 1,925 0.29% 0.29% 264 +242 1.8% Q4 2025 Jan 27, 2026
PRINCIPAL SECURITIES, INC. History Reduced 13,548 1,910 0.03% 0.03% 265 -1,274 -8.6% Q4 2025 Feb 12, 2026
Secure Asset Management, LLC History New 12,884 1,817 0.28% — 266 +12,884 New Q4 2025 Jan 20, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 12,487 1,772 0.05% 0.03% 267 +8,658 226.12% Q4 2025 Feb 13, 2026
Intrepid Financial Planning Group LLC History Reduced 12,475 1,759 0.67% 0.67% 268 -83 -0.66% Q4 2025 Feb 13, 2026
Nvest Financial, LLC History Added to 12,448 1,755 0.73% 0.85% 269 +1,885 17.85% Q4 2025 Feb 10, 2026
Eagle Strategies LLC History Reduced 12,356 1,742 0.22% 0.24% 270 -274 -2.17% Q4 2025 Jan 23, 2026
TFB Advisors LLC History Reduced 12,289 1,733 0.48% 0.51% 271 -326 -2.58% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 12,277 1,731 0.09% 0.09% 272 +72 0.59% Q4 2025 Mar 04, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 12,200 1,720 0.0% 0.08% 273 -932,896 -98.71% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 12,172 1,716 0.0% 0.0% 274 +2,615 27.36% Q4 2025 Feb 17, 2026
Kingsview Wealth Management, LLC History Added to 12,100 1,706 0.02% 0.03% 275 +150 1.26% Q4 2025 Feb 09, 2026
Stratos Wealth Partners, LTD. History Reduced 12,063 1,701 0.02% 0.02% 276 -50 -0.41% Q4 2025 Jan 20, 2026
Aptus Capital Advisors, LLC History Reduced 12,021 1,695 0.01% 0.01% 277 -615 -4.87% Q4 2025 Feb 13, 2026
Csenge Advisory Group History Added to 12,015 1,694 0.08% 0.08% 278 +131 1.1% Q4 2025 Feb 06, 2026
Wealthfront Advisers LLC History Reduced 11,971 1,688 0.0% 0.0% 279 -430 -3.47% Q4 2025 Jan 30, 2026
Perfromance Wealth Partners, LLC History Reduced 11,861 1,672 0.05% 0.05% 280 -367 -3.0% Q4 2025 Jan 21, 2026
Callan Family Office, LLC History Added to 11,760 1,658 0.04% 0.05% 281 +1,229 11.67% Q4 2025 Feb 12, 2026
Camelot Portfolios, LLC History New 11,620 1,639 1.0% — 282 +11,620 New Q4 2025 Jan 29, 2026
COURIER CAPITAL LLC History Added to 11,452 1,615 0.09% 0.09% 283 +27 0.24% Q4 2025 Jan 29, 2026
Pure Financial Advisors, LLC History Added to 11,443 1,614 0.29% 0.03% 284 +140 1.24% Q4 2025 Mar 04, 2026
RPg Family Wealth Advisory, LLC History Reduced 11,269 1,589 0.35% 0.35% 285 -25 -0.22% Q4 2025 Feb 13, 2026
Risk Paradigm Group, LLC History New 11,257 1,587 1.53% — 286 +11,257 New Q4 2025 Feb 17, 2026
Naviter Wealth, LLC History No change 11,211 1,581 0.21% 0.18% 287 0 0.0% Q4 2025 Jan 21, 2026
Atria Investments, Inc History Added to 11,197 1,579 0.02% 0.02% 288 +150 1.36% Q4 2025 Feb 05, 2026
PACIFIC SUN FINANCIAL CORP History Reduced 11,139 1,571 0.76% 0.77% 289 -240 -2.11% Q4 2025 Feb 05, 2026
Affinity Capital Advisors, LLC History Added to 11,071 1,561 0.22% 0.24% 290 +5 0.05% Q4 2025 Jan 09, 2026
MWA Asset Management History Reduced 11,023 1,554 0.87% 0.86% 291 -152 -1.36% Q4 2025 Jan 29, 2026
Ausdal Financial Partners, Inc. History Added to 11,006 1,552 0.07% 0.07% 292 +128 1.18% Q4 2025 Feb 13, 2026
Legacy Bridge, LLC History Added to 10,950 1,544 0.63% 0.63% 293 +169 1.57% Q4 2025 Jan 23, 2026
Heck Capital Advisors, LLC History Added to 10,774 1,519 0.11% 0.12% 294 +81 0.76% Q4 2025 Jan 16, 2026
FWG Investments, LLC. History Added to 10,733 1,513 0.96% 1.01% 295 +174 1.65% Q4 2025 Jan 28, 2026
FIRST NATIONAL TRUST CO History Added to 10,646 1,501 0.05% 0.04% 296 +2,149 25.29% Q4 2025 Feb 09, 2026
TCW GROUP INC History New 10,561 1,489 0.01% — 297 +10,561 New Q4 2025 Feb 17, 2026
Broadview Financial Management, LLC History Added to 10,484 1,478 0.99% 0.98% 298 +33 0.32% Q4 2025 Feb 13, 2026
Meridian Wealth Management, LLC History Added to 10,399 1,466 0.05% 0.05% 299 +1,719 19.8% Q4 2025 Feb 04, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 10,326 1,456 0.03% 0.03% 300 +1,062 11.46% Q4 2025 Feb 05, 2026
SageView Advisory Group, LLC History Reduced 10,330 1,456 0.05% 0.05% 301 -68 -0.65% Q4 2025 Feb 17, 2026
Bedel Financial Consulting, Inc. History Reduced 10,314 1,454 0.16% 0.18% 302 -21 -0.2% Q4 2025 Jan 28, 2026
INSIGHT 2811, INC. History Reduced 10,015 1,412 0.62% 0.64% 303 -232 -2.26% Q4 2025 Feb 03, 2026
Prospera Financial Services Inc History Reduced 9,738 1,374 0.02% 0.02% 304 -533 -5.19% Q4 2025 Feb 09, 2026
Financial Guidance Group, Inc. History Added to 9,741 1,373 0.56% 0.61% 305 +1 0.01% Q4 2025 Jan 26, 2026
GRANVILLE CAPITAL, INC. History New 9,701 1,368 0.73% — 306 +9,701 New Q4 2025 Feb 13, 2026
Ponta Wealth Partners, LLC History New 9,650 1,361 1.27% — 307 +9,650 New Q4 2025 Feb 03, 2026
New Age Alpha Advisors, LLC History Reduced 9,599 1,353 0.06% 0.13% 308 -12,211 -55.99% Q4 2025 Feb 09, 2026
Clearwave Capital, LLC History New 9,531 1,344 0.99% — 309 +9,531 New Q4 2025 Mar 02, 2026
NORDEN GROUP LLC History Added to 9,519 1,342 0.13% 0.13% 310 +375 4.1% Q4 2025 Jan 13, 2026
Neuberger Berman Group LLC History No change 9,508 1,341 0.0% 0.0% 311 0 0.0% Q4 2025 Feb 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 9,294 1,310 0.02% 0.02% 312 -1,613 -14.79% Q4 2025 Feb 09, 2026
PRIVATE TRUST CO NA History Added to 9,281 1,309 0.11% 0.1% 313 +1,155 14.21% Q4 2025 Jan 26, 2026
SONATA CAPITAL GROUP INC History Added to 9,276 1,308 0.47% 0.47% 315 +77 0.84% Q4 2025 Jan 26, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 9,276 1,308 0.02% 0.02% 314 -73 -0.78% Q4 2025 Feb 12, 2026
Roberts Financial Services LLC History Reduced 9,146 1,290 0.4% 0.43% 316 -331 -3.49% Q4 2025 Jan 23, 2026
Curi Capital, LLC History Added to 9,033 1,274 0.02% 0.02% 317 +482 5.64% Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Added to 9,003 1,269 0.05% 0.05% 318 +18 0.2% Q4 2025 Feb 17, 2026
Clarion Wealth Managment Partners, LLC History Reduced 8,903 1,255 1.16% 1.28% 319 -419 -4.49% Q4 2025 Feb 05, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 8,866 1,250 1.06% 1.09% 320 +138 1.58% Q4 2025 Jan 26, 2026
BlackRock, Inc. History Reduced 8,834 1,246 0.0% 0.0% 321 -10,898 -55.23% Q4 2025 Feb 12, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 8,814 1,243 0.12% 0.14% 322 -1,576 -15.17% Q4 2025 Feb 23, 2026
Renasant Bank History Reduced 8,703 1,227 0.83% 1.17% 323 -4,513 -34.15% Q4 2025 Jan 30, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 8,655 1,220 0.09% 0.09% 324 -304 -3.39% Q4 2025 Jan 23, 2026
Trust Point Inc. History Added to 8,598 1,212 0.1% 0.1% 325 +20 0.23% Q4 2025 Jan 13, 2026
Evensky & Katz LLC History Reduced 8,572 1,209 0.07% 0.07% 326 -383 -4.28% Q4 2025 Feb 05, 2026
Wilmington Savings Fund Society, FSB History Added to 8,559 1,207 0.03% 0.03% 327 +143 1.7% Q4 2025 Feb 12, 2026
HOME FEDERAL BANK OF TENNESSEE History Reduced 8,549 1,205 0.31% 0.32% 328 -27 -0.31% Q4 2025 Jan 20, 2026
Asempa Wealth Advisors History New 8,512 1,200 1.03% — 329 +8,512 New Q4 2025 Jan 08, 2026
COZAD ASSET MANAGEMENT INC History Reduced 8,465 1,193 0.09% 0.1% 330 -524 -5.83% Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Reduced 8,391 1,183 0.03% 0.03% 332 -979 -10.45% Q4 2025 Feb 02, 2026
SOL Capital Management CO History No change 8,390 1,183 0.11% 0.11% 331 0 0.0% Q4 2025 Jan 30, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 8,384 1,182 0.01% 0.01% 333 +812 10.72% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Added to 8,359 1,179 0.02% 0.02% 334 +1,963 30.69% Q4 2025 Jan 22, 2026
Strategic Family Wealth Counselors, L.L.C. History No change 7,999 1,169 0.26% 0.29% 335 0 0.0% Q4 2025 Feb 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 8,214 1,158 0.0% 0.0% 336 +272 3.42% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Added to 8,076 1,139 0.04% 0.04% 337 +225 2.87% Q4 2025 Jan 21, 2026
Global Trust Wealth Management LLC History New 8,069 1,138 0.84% — 338 +8,069 New Q4 2025 Jan 28, 2026
Global Wealth Management Investment Advisory, Inc. History Reduced 8,017 1,130 0.18% 0.2% 339 -617 -7.15% Q4 2025 Feb 04, 2026
Truepoint, Inc. History Added to 7,986 1,126 0.03% 0.03% 340 +117 1.49% Q4 2025 Feb 11, 2026
Koss-Olinger Consulting, LLC History Reduced 7,967 1,124 0.09% 0.09% 341 -289 -3.5% Q4 2025 Feb 10, 2026
REBALANCE, LLC History Added to 7,908 1,115 0.07% 0.06% 342 +965 13.9% Q4 2025 Jan 15, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 7,878 1,111 0.37% 0.36% 343 +231 3.02% Q4 2025 Jan 22, 2026
Wealthcare Advisory Partners LLC History Reduced 7,845 1,106 0.02% 0.03% 344 -1,310 -14.31% Q4 2025 Jan 14, 2026
Dentgroup LLC History Reduced 7,834 1,104 0.76% 0.72% 345 -117 -1.47% Q4 2025 Jan 28, 2026
Glenview Trust Co History No change 7,780 1,097 0.02% 0.02% 346 0 0.0% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 7,758 1,094 0.01% 0.01% 347 +76 0.99% Q4 2025 Feb 03, 2026
NorthRock Partners, LLC History Reduced 7,647 1,078 0.02% 0.02% 348 -125 -1.61% Q4 2025 Feb 17, 2026
SAXON INTERESTS, INC. History Reduced 7,633 1,076 0.38% 0.41% 349 -22 -0.29% Q4 2025 Feb 13, 2026
NBC SECURITIES, INC. History Added to 7,590 1,070 0.08% 0.07% 350 +903 13.5% Q4 2025 Jan 29, 2026
ADE, LLC History Added to 7,568 1,067 0.52% 0.53% 351 +9 0.12% Q4 2025 Feb 10, 2026
Cadence Bank History Reduced 7,553 1,065 0.06% 0.06% 352 -65 -0.85% Q4 2025 Jan 30, 2026
Warwick Investment Management, Inc. History No change 7,525 1,061 0.16% 0.18% 353 0 0.0% Q4 2025 Jan 15, 2026
Cornerstone Wealth Management, LLC History Reduced 7,440 1,049 0.05% 0.06% 354 -15 -0.2% Q4 2025 Feb 05, 2026
SB Capital Management Inc History New 7,411 1,045 0.38% — 355 +7,411 New Q4 2025 Feb 20, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 7,402 1,044 0.03% 0.03% 356 +34 0.46% Q4 2025 Feb 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 7,406 1,044 0.11% 0.12% 357 +12 0.16% Q4 2025 Feb 13, 2026
B.O.S.S. Retirement Advisors, LLC History Reduced 7,394 1,042 0.33% 0.71% 358 -13,753 -65.04% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 7,350 1,036 0.01% 0.01% 359 -3,687 -33.41% Q4 2025 Feb 13, 2026
Viewpoint Capital Management LLC History Reduced 7,299 1,029 0.45% 0.51% 360 -1,000 -12.05% Q4 2025 Feb 11, 2026
NICOLET BANKSHARES INC History No change 7,292 1,028 0.16% 0.16% 361 0 0.0% Q4 2025 Feb 09, 2026
Quest 10 Wealth Builders, Inc. History Added to 7,278 1,026 0.92% 0.91% 362 +173 2.43% Q4 2025 Jan 29, 2026
Sound View Wealth Advisors Group, LLC History No change 7,253 1,023 0.07% 0.07% 363 0 0.0% Q4 2025 Jan 08, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 7,252 1,022 0.01% 0.01% 364 +1,271 21.25% Q4 2025 Feb 10, 2026
Five Oceans Advisors History Added to 7,166 1,010 0.36% 0.37% 365 +30 0.42% Q4 2025 Jan 16, 2026
StoneX Group Inc. History Reduced 7,041 995 0.04% 0.05% 366 -609 -7.96% Q4 2025 Feb 12, 2026
Tranquility Partners, LLC History Reduced 6,967 982 0.35% 0.33% 367 -40 -0.57% Q4 2025 Feb 03, 2026
INTRUST BANK NA History No change 6,955 981 0.08% 0.08% 368 0 0.0% Q4 2025 Feb 06, 2026
Intergy Private Wealth, LLC History No change 6,926 976 0.29% 0.3% 369 0 0.0% Q4 2025 Jan 22, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 6,903 973 0.04% 0.04% 372 -234 -3.28% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Added to 6,899 973 0.07% 0.07% 371 +1 0.01% Q4 2025 Feb 13, 2026
GREENLEAF TRUST History No change 6,902 973 0.01% 0.01% 370 0 0.0% Q4 2025 Jan 21, 2026
BAILARD, INC. History No change 6,879 970 0.02% 0.02% 373 0 0.0% Q4 2025 Feb 04, 2026
STAR Financial Bank History Reduced 6,862 967 0.49% 0.66% 374 -1,165 -14.51% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Added to 6,851 966 0.03% 0.03% 375 +22 0.32% Q4 2025 Jan 06, 2026
WASHINGTON TRUST BANK History Reduced 6,798 958 0.07% 0.07% 376 -409 -5.68% Q4 2025 Feb 04, 2026
FRANKLIN RESOURCES INC History Reduced 6,730 949 0.0% 0.0% 377 -780 -10.39% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Reduced 6,713 946 0.03% 0.04% 378 -133 -1.94% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Reduced 6,713 946 0.14% 0.15% 379 -133 -1.94% Q4 2025 Jan 27, 2026
Friday Financial History Added to 6,677 941 0.33% 0.26% 380 +2,153 47.59% Q4 2025 Jan 09, 2026
World Investment Advisors History Added to 6,670 940 0.02% 0.01% 381 +1,644 32.71% Q4 2025 Mar 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 6,540 922 0.02% 0.02% 382 +668 11.38% Q4 2025 Feb 09, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 6,518 919 0.21% 0.2% 383 -111 -1.67% Q4 2025 Jan 29, 2026
DAVENPORT & Co LLC History Reduced 6,446 909 0.0% 0.0% 384 -93 -1.42% Q4 2025 Jan 12, 2026
Legacy Wealth Asset Management, LLC History New 6,430 906 0.22% — 385 +6,430 New Q4 2025 Jan 12, 2026
MCF Advisors LLC History Added to 6,417 905 0.05% 0.05% 386 +2 0.03% Q4 2025 Feb 11, 2026
Johnson Financial Group, Inc. History Reduced 6,377 899 0.03% 0.03% 387 -238 -3.6% Q4 2025 Feb 12, 2026
Harbour Capital Advisors, LLC History No change 6,150 877 0.18% 0.18% 388 0 0.0% Q4 2025 Jan 07, 2026
Linscomb Wealth, Inc. History No change 6,171 870 0.04% 0.04% 389 0 0.0% Q4 2025 Feb 10, 2026
Auxano Advisors, LLC History Reduced 6,168 869 0.17% 0.19% 390 -130 -2.06% Q4 2025 Feb 06, 2026
Prosperity Planning, Inc. History No change 6,113 862 0.23% 0.23% 391 0 0.0% Q4 2025 Jan 14, 2026
Brookstone Capital Management History Reduced 6,100 860 0.01% 0.01% 392 -2,753 -31.1% Q4 2025 Jan 15, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 6,086 858 0.18% 0.2% 393 +28 0.46% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 6,063 855 0.04% 0.04% 394 +216 3.69% Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Added to 6,032 850 0.02% 0.02% 395 +959 18.9% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Added to 6,005 847 0.02% 0.02% 396 +64 1.08% Q4 2025 Feb 17, 2026
BCS Wealth Management History New 6,000 846 0.09% — 397 +6,000 New Q4 2025 Jan 26, 2026
Thomasville National Bank History No change 5,988 844 0.05% 0.05% 398 0 0.0% Q4 2025 Jan 26, 2026
EVOKE WEALTH, LLC History Reduced 5,970 842 0.02% 0.02% 399 -1,772 -22.89% Q4 2025 Feb 06, 2026
Revolve Wealth Partners, LLC History Reduced 5,954 839 0.1% 0.11% 400 -486 -7.55% Q4 2025 Jan 20, 2026
WEDGEWOOD INVESTORS INC /PA/ History Reduced 5,849 825 0.94% 1.12% 401 -1,443 -19.79% Q4 2025 Feb 04, 2026
Crescent Grove Advisors, LLC History No change 5,814 820 0.08% 0.08% 402 0 0.0% Q4 2025 Feb 11, 2026
Jacobs Equity LLC History New 5,809 819 0.79% — 403 +5,809 New Q4 2025 Feb 19, 2026
HB Wealth Management, LLC History Added to 5,716 806 0.01% 0.01% 404 +155 2.79% Q4 2025 Jan 28, 2026
Keel Point, LLC History Added to 5,707 804 0.05% 0.05% 405 +23 0.4% Q4 2025 Feb 12, 2026
Parkshore Wealth Management, Inc. History Added to 5,689 802 0.3% 0.32% 406 +24 0.42% Q4 2025 Feb 09, 2026
Bryn Mawr Trust Advisors, LLC History Added to 5,673 800 0.04% 0.03% 408 +1,937 51.85% Q4 2025 Feb 04, 2026
Freestone Capital Holdings, LLC History Added to 5,677 800 0.02% 0.02% 407 +84 1.5% Q4 2025 Jan 23, 2026
Stonebridge Financial Planning Group, LLC History Added to 5,635 794 0.29% 0.29% 409 +134 2.44% Q4 2025 Feb 05, 2026
Trivium Point Advisory, LLC History Reduced 5,609 791 0.08% 0.09% 410 -456 -7.52% Q4 2025 Jan 26, 2026
PGIM Custom Harvest LLC History Added to 5,611 791 0.01% 0.01% 411 +222 4.12% Q4 2025 Feb 17, 2026
Ballew Advisors, Inc History Reduced 5,355 788 0.44% 0.42% 412 -28 -0.52% Q4 2025 Jan 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 5,123 780 0.23% 0.19% 413 +1,241 31.97% Q4 2025 Feb 10, 2026
ROMANO BROTHERS AND COMPANY History Reduced 5,526 779 0.09% 0.09% 414 -195 -3.41% Q4 2025 Jan 14, 2026
Gryphon Financial Partners LLC History Added to 5,431 766 0.08% 0.08% 415 +236 4.54% Q4 2025 Jan 08, 2026
DAVIS R M INC History Reduced 5,407 762 0.01% 0.01% 416 -40 -0.73% Q4 2025 Feb 12, 2026
DEAN INVESTMENT ASSOCIATES, LLC History New 5,359 755 0.11% — 417 +5,359 New Q4 2025 Feb 17, 2026
MONETARY MANAGEMENT GROUP INC History No change 5,350 754 0.17% 0.17% 418 0 0.0% Q4 2025 Feb 11, 2026
Concurrent Investment Advisors, LLC History Added to 5,344 753 0.01% 0.01% 419 +1,943 57.13% Q4 2025 Jan 29, 2026
REGIMEN WEALTH, LLC History Added to 5,334 752 0.22% 0.22% 420 +22 0.41% Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 5,235 738 0.04% 0.04% 421 -59 -1.11% Q4 2025 Jan 28, 2026
Signal Advisors Wealth, LLC History Reduced 5,206 734 0.06% 0.07% 422 -182 -3.38% Q4 2025 Jan 13, 2026
Western Wealth Management, LLC History Added to 5,139 724 0.03% 0.03% 424 +1,433 38.67% Q4 2025 Feb 05, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 5,134 724 0.01% 0.01% 423 -136 -2.58% Q4 2025 Jan 28, 2026
One Day In July LLC History Reduced 5,095 718 0.06% 0.06% 425 -40 -0.78% Q4 2025 Feb 04, 2026
ALESCO ADVISORS LLC History No change 5,040 710 0.02% 0.02% 426 0 0.0% Q4 2025 Jan 28, 2026
Vise Technologies, Inc. History Added to 5,023 708 0.01% 0.02% 427 +1,508 42.9% Q4 2025 Feb 11, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 4,953 698 0.15% 0.15% 428 0 0.0% Q4 2025 Jan 27, 2026
AdvisorNet Financial, Inc History Reduced 4,925 694 0.04% 0.04% 429 -263 -5.07% Q4 2025 Jan 20, 2026
STEVENS CAPITAL PARTNERS History Added to 4,895 690 0.18% 0.2% 430 +14 0.29% Q4 2025 Jan 27, 2026
American Trust History Reduced 4,858 685 0.06% 0.12% 431 -5,253 -51.95% Q4 2025 Feb 17, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History No change 4,838 682 0.06% 0.06% 432 0 0.0% Q4 2025 Jan 30, 2026
Spire Wealth Management History Added to 4,826 680 0.02% 0.02% 433 +36 0.75% Q4 2025 Jan 14, 2026
PRUDENTIAL FINANCIAL INC History Added to 4,770 679 0.0% 0.0% 434 +1,170 32.5% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History New 4,812 678 0.04% — 435 +4,812 New Q4 2025 Feb 11, 2026
EverSource Wealth Advisors, LLC History Added to 4,795 676 0.02% 0.03% 436 +49 1.03% Q4 2025 Feb 06, 2026
Capital Group Private Client Services, Inc. History Added to 4,790 675 0.01% 0.01% 437 +10 0.21% Q4 2025 Feb 11, 2026
City Center Advisors, LLC History Added to 4,765 672 0.62% 0.6% 438 +339 7.66% Q4 2025 Jan 05, 2026
ORG Partners LLC History Added to 4,752 670 0.12% 0.09% 439 +1,189 33.37% Q4 2025 Jan 14, 2026
Atlantic Union Bankshares Corp History Reduced 4,681 660 0.01% 0.01% 440 -692 -12.88% Q4 2025 Feb 04, 2026
Capital Analysts, LLC History Reduced 4,638 654 0.02% 0.03% 441 -2,427 -34.35% Q4 2025 Feb 11, 2026
Valeo Financial Advisors, LLC History Added to 4,643 654 0.01% 0.01% 442 +1,113 31.53% Q4 2025 Feb 04, 2026
Missouri Trust & Investment Co History Added to 4,636 653 0.19% 0.18% 443 +186 4.18% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Added to 4,620 651 0.02% 0.02% 445 +1,507 48.41% Q4 2025 Jan 15, 2026
Smith & Howard Wealth Management, LLC History No change 4,617 651 0.15% 0.15% 444 0 0.0% Q4 2025 Feb 03, 2026
Blake Schutter Theil Wealth Advisors, LLC History Added to 4,615 650 0.53% 0.63% 446 +86 1.9% Q4 2025 Feb 02, 2026
ROCKLAND TRUST CO History Reduced 4,588 647 0.03% 0.03% 447 -6 -0.13% Q4 2025 Jan 15, 2026
Robertson Stephens Wealth Management, LLC History Added to 4,535 639 0.02% 0.02% 448 +29 0.64% Q4 2025 Feb 02, 2026
CENTRAL TRUST Co History Added to 4,493 633 0.01% 0.01% 449 +32 0.72% Q4 2025 Feb 02, 2026
Perennial Investment Advisors, LLC History Reduced 4,464 629 0.05% 0.05% 451 -242 -5.14% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 4,466 629 0.04% 0.04% 450 +1 0.02% Q4 2025 Feb 10, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 4,442 626 0.04% 0.04% 452 -53 -1.18% Q4 2025 Jan 26, 2026
Mesirow Financial Investment Management, Inc. History Reduced 4,400 620 0.01% 0.01% 453 -1,224 -21.76% Q4 2025 Feb 05, 2026
Red Tortoise LLC History No change 4,342 612 0.26% 0.26% 454 0 0.0% Q4 2025 Jan 22, 2026
Port Capital LLC History Reduced 4,325 610 0.03% 0.03% 455 -284 -6.16% Q4 2025 Feb 17, 2026
Bragg Financial Advisors, Inc History No change 4,314 608 0.02% 0.02% 456 0 0.0% Q4 2025 Feb 13, 2026
Bensler, LLC History Added to 4,310 607 0.06% 0.06% 457 +1 0.02% Q4 2025 Feb 04, 2026
WASHINGTON TRUST Co History Reduced 4,286 604 0.02% 0.02% 458 -31 -0.72% Q4 2025 Feb 10, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 4,284 604 0.42% 0.46% 459 +8 0.19% Q4 2025 Feb 11, 2026
Manchester Capital Management LLC History Reduced 4,275 602 0.08% 0.08% 460 -101 -2.31% Q4 2025 Feb 11, 2026
PFG Advisors History Reduced 4,275 602 0.03% 0.02% 461 -82 -1.88% Q4 2025 Jan 27, 2026
EIGHT 31 FINANCIAL, LLC History Added to 4,261 601 0.33% 0.32% 462 +157 3.83% Q4 2025 Feb 12, 2026
Geometric Wealth Advisors History No change 4,222 595 0.08% 0.08% 463 0 0.0% Q4 2025 Feb 06, 2026
Pinnacle Bancorp, Inc. History No change 4,195 591 0.17% 0.17% 464 0 0.0% Q4 2025 Jan 22, 2026
Busey Bank History No change 4,184 590 0.02% 0.02% 465 0 0.0% Q4 2025 Jan 27, 2026
Decker Retirement Planning Inc. History Added to 4,180 589 0.29% 0.3% 466 +288 7.4% Q4 2025 Jan 26, 2026
Prime Capital Investment Advisors, LLC History Added to 4,169 588 0.01% 0.01% 467 +216 5.46% Q4 2025 Jan 21, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 4,121 587 0.09% 0.1% 468 -43 -1.03% Q4 2025 Jan 08, 2026
Centennial Advisors, LLC History New 4,116 580 0.75% — 469 +4,116 New Q4 2025 Jan 22, 2026
Park Place Capital Corp History Added to 4,118 580 0.12% 0.09% 470 +989 31.61% Q4 2025 Jan 09, 2026
Stegner Investment Associates Inc. History Reduced 4,106 579 0.31% 0.35% 473 -443 -9.74% Q4 2025 Jan 30, 2026
Annex Advisory Services, LLC History Reduced 4,108 579 0.01% 0.01% 471 -136 -3.2% Q4 2025 Jan 26, 2026
Principle Wealth Partners LLC History No change 4,110 579 0.03% 0.03% 472 0 0.0% Q4 2025 Feb 06, 2026
Diversified Trust Co History Reduced 4,098 578 0.01% 0.01% 474 -13 -0.32% Q4 2025 Jan 09, 2026
Berkeley, Inc History Added to 4,061 572 0.18% 0.18% 475 +1 0.02% Q4 2025 Jan 26, 2026
REINHART PARTNERS, LLC. History New 4,055 571 0.02% — 476 +4,055 New Q4 2025 Feb 10, 2026
WILLNER & HELLER, LLC History Reduced 4,049 571 0.41% 0.44% 477 -54 -1.32% Q4 2025 Jan 12, 2026
Centennial Bank/AR/ History Reduced 4,052 571 0.23% 0.22% 478 -50 -1.22% Q4 2025 Feb 17, 2026
Skyline Advisors, Inc. History Added to 4,018 566 0.19% 0.19% 479 +18 0.45% Q4 2025 Jan 12, 2026
JP Wealth Management, Inc. History No change 5,868 564 0.4% 0.38% 480 0 0.0% Q4 2025 Jan 15, 2026
PFG Investments, LLC History Reduced 3,971 560 0.03% 0.03% 481 -263 -6.21% Q4 2025 Jan 26, 2026
WealthShield Partners, LLC History Added to 3,957 558 0.06% 0.03% 482 +2,312 140.55% Q4 2025 Feb 03, 2026
SAX WEALTH ADVISORS, LLC History Reduced 3,957 558 0.03% 0.04% 483 -760 -16.11% Q4 2025 Jan 12, 2026
Meramec Financial Planners, LLC History New 3,658 556 0.22% — 485 +3,658 New Q4 2025 Feb 10, 2026
INTEGRITY ALLIANCE, LLC. History Added to 3,944 556 0.02% 0.02% 484 +293 8.03% Q4 2025 Feb 09, 2026
Savvy Advisors, Inc. History Reduced 3,938 555 0.02% 0.03% 486 -971 -19.78% Q4 2025 Jan 20, 2026
Zhang Financial LLC History Added to 3,900 550 0.02% 0.02% 487 +2 0.05% Q4 2025 Feb 10, 2026
SHERMAN PORFOLIOS, LLC History New 3,895 549 0.04% — 488 +3,895 New Q4 2025 Feb 17, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 3,850 543 0.04% 0.04% 489 -190 -4.7% Q4 2025 Jan 07, 2026
Granite Group Advisors, LLC History No change 3,800 535 0.3% 0.32% 490 0 0.0% Q4 2025 Jan 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 3,776 532 0.0% 0.0% 491 -50 -1.31% Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 3,764 530 0.0% 0.0% 492 -455 -10.78% Q4 2025 Feb 13, 2026
Enclave Advisors LLC History No change 3,761 530 0.08% 0.08% 493 0 0.0% Q4 2025 Jan 14, 2026
Sherman Wealth Management LLC History New 3,718 524 0.46% — 494 +3,718 New Q4 2025 Jan 15, 2026
Evanson Asset Management, LLC History Added to 3,699 521 0.03% 0.03% 495 +1 0.03% Q4 2025 Jan 12, 2026
Simmons Bank History No change 3,698 521 0.03% 0.03% 496 0 0.0% Q4 2025 Feb 05, 2026
Advocacy Wealth Management, LLC History No change 3,675 518 0.02% 0.02% 497 0 0.0% Q4 2025 Feb 11, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 3,671 517 0.03% 0.03% 498 -108 -2.86% Q4 2025 Feb 02, 2026
Guardian Asset Advisors, LLC History Added to 3,670 517 0.27% 0.27% 499 +21 0.58% Q4 2025 Jan 29, 2026
Financial Alternatives, Inc History No change 3,662 516 0.3% 0.31% 500 0 0.0% Q4 2025 Feb 04, 2026
FLP Wealth Management, LLC History Added to 14,246 515 1.21% 1.17% 502 +11,265 377.89% Q4 2025 Jan 20, 2026
1ST SOURCE BANK History Reduced 3,652 515 0.03% 0.03% 501 -150 -3.95% Q4 2025 Feb 05, 2026
Apella Capital, LLC History Added to 3,599 507 0.01% 0.01% 503 +135 3.9% Q4 2025 Jan 21, 2026
Parcion Private Wealth LLC History Reduced 3,589 506 0.03% 0.04% 505 -1,460 -28.92% Q4 2025 Jan 26, 2026
Guidance Point Advisors, LLC History Added to 3,589 506 0.12% 0.12% 504 +17 0.48% Q4 2025 Feb 11, 2026
Finley Financial, LLC History No change 3,565 502 0.23% 0.23% 506 0 0.0% Q4 2025 Jan 21, 2026
Baker Ellis Asset Management LLC History No change 3,517 496 0.06% 0.06% 507 0 0.0% Q4 2025 Jan 21, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 3,496 493 0.01% 0.01% 508 +280 8.71% Q4 2025 Feb 09, 2026
Compass Ion Advisors, LLC History Added to 3,501 493 0.05% 0.05% 509 +2 0.06% Q4 2025 Jan 29, 2026
WealthPLAN Partners, LLC History No change 3,497 493 0.07% 0.07% 510 0 0.0% Q4 2025 Feb 12, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 3,478 490 0.08% 0.11% 512 -1,070 -23.53% Q4 2025 Jan 27, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History No change 3,478 490 0.19% 0.19% 511 0 0.0% Q4 2025 Feb 13, 2026
Cordant, Inc. History Reduced 3,459 487 0.2% 0.32% 514 -1,557 -31.04% Q4 2025 Jan 12, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 3,458 487 0.01% 0.01% 513 +1,046 43.37% Q4 2025 Feb 05, 2026
Pallas Capital Advisors LLC History Reduced 3,459 487 0.02% 0.02% 515 -155 -4.29% Q4 2025 Jan 14, 2026
21 West Wealth Management LLC History No change 3,422 482 0.44% 0.45% 516 0 0.0% Q4 2025 Jan 13, 2026
Composition Wealth, LLC History Reduced 3,400 479 0.01% 0.01% 517 -1,065 -23.85% Q4 2025 Feb 02, 2026
Colonial Trust Co / SC History Reduced 3,402 479 0.06% 0.06% 518 -13 -0.38% Q4 2025 Feb 12, 2026
BEARING POINT CAPITAL, LLC History Added to 3,391 478 0.07% 0.06% 519 +891 35.64% Q4 2025 Feb 10, 2026
Chevy Chase Trust Holdings, LLC History No change 3,373 475 0.0% 0.0% 520 0 0.0% Q4 2025 Feb 13, 2026
Drucker Wealth 3.0, LLC History Reduced 3,354 473 0.08% 0.08% 521 -21 -0.62% Q4 2025 Feb 03, 2026
Stonebridge Financial Group, LLC / MO History New 3,324 468 0.41% — 522 +3,324 New Q4 2025 Feb 04, 2026
Perigon Wealth Management, LLC History Added to 3,271 461 0.01% 0.01% 523 +3 0.09% Q4 2025 Jan 16, 2026
Cooper Financial Group History Reduced 3,257 459 0.05% 0.05% 524 -149 -4.37% Q4 2025 Jan 08, 2026
ASPIRIANT, LLC History Added to 3,253 458 0.01% 0.01% 525 +809 33.1% Q4 2025 Jan 20, 2026
LongView Wealth Management History Added to 3,112 457 0.11% 0.11% 526 +87 2.88% Q4 2025 Jan 13, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 3,228 455 0.02% 0.02% 527 -9 -0.28% Q4 2025 Feb 17, 2026
Allen Investment Management, LLC History No change 3,231 455 0.01% 0.01% 528 0 0.0% Q4 2025 Feb 10, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 3,201 451 0.03% 0.03% 529 0 0.0% Q4 2025 Jan 21, 2026
Coastal Bridge Advisors, LLC History No change 3,202 451 0.03% 0.03% 530 0 0.0% Q4 2025 Feb 18, 2026
Grove Bank & Trust History No change 3,197 450 0.05% 0.05% 531 0 0.0% Q4 2025 Jan 08, 2026
BTC Capital Management, Inc. History Added to 3,181 448 0.03% 0.03% 532 +562 21.46% Q4 2025 Jan 15, 2026
Icon Wealth Advisors, LLC History Added to 3,166 446 0.03% 0.03% 534 +2 0.06% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History No change 3,168 446 0.03% 0.03% 533 0 0.0% Q4 2025 Jan 14, 2026
INVESTED ADVISORS History New 3,148 444 0.46% — 536 +3,148 New Q4 2025 Jan 26, 2026
CreativeOne Wealth, LLC History Added to 3,151 444 0.01% 0.01% 535 +605 23.76% Q4 2025 Feb 13, 2026
Rockbridge Investment Management, LCC History Added to 3,128 441 0.04% 0.04% 537 +27 0.87% Q4 2025 Feb 04, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 3,119 439 0.07% 0.04% 538 +1,581 102.8% Q4 2025 Feb 10, 2026
Asset One Wealth Management LLC History New 2,962 438 0.06% — 539 +2,962 New Q4 2025 Feb 17, 2026
NCM Capital Management, LLC History Reduced 3,100 437 0.16% 0.18% 541 -300 -8.82% Q4 2025 Mar 02, 2026
ANDERSON HOAGLAND & CO History No change 3,100 437 0.04% 0.04% 540 0 0.0% Q4 2025 Jan 05, 2026
HANCOCK WHITNEY CORP History Reduced 3,092 436 0.01% 0.01% 542 -435 -12.33% Q4 2025 Feb 17, 2026
Trilogy Capital Inc. History Added to 3,092 436 0.02% 0.02% 544 +4 0.13% Q4 2025 Jan 22, 2026
FIRST UNITED BANK & TRUST History No change 3,096 436 0.14% 0.14% 543 0 0.0% Q4 2025 Jan 21, 2026
Advisors Capital Management, LLC History New 3,077 434 0.01% — 545 +3,077 New Q4 2025 Jan 29, 2026
Topsail Wealth Management, LLC History No change 3,084 434 0.06% 0.07% 546 0 0.0% Q4 2025 Feb 04, 2026
American Wealth Advisors, LLC History Added to 3,075 433 0.43% 0.42% 547 +14 0.46% Q4 2025 Jan 26, 2026
Gateway Wealth Partners, LLC History Added to 3,056 431 0.05% 0.06% 548 +35 1.16% Q4 2025 Feb 11, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 3,034 427 0.11% 0.13% 550 -723 -19.24% Q4 2025 Feb 09, 2026
NWAM LLC History Added to 2,894 427 0.02% 0.02% 549 +36 1.26% Q4 2025 Feb 04, 2026
Granite Harbor Advisors, Inc. History Reduced 3,019 425 0.18% 0.24% 552 -1,018 -25.22% Q4 2025 Jan 22, 2026
MGO ONE SEVEN LLC History Added to 3,020 425 0.01% 0.01% 551 +439 17.01% Q4 2025 Feb 03, 2026
First Bancorp, Inc /ME/ History Added to 3,010 424 0.23% 0.22% 553 +10 0.33% Q4 2025 Jan 26, 2026
PITTENGER & ANDERSON INC History No change 3,000 423 0.02% 0.02% 554 0 0.0% Q4 2025 Feb 02, 2026
PINNACLE ASSOCIATES LTD History Reduced 2,984 420 0.01% 0.01% 555 -249 -7.7% Q4 2025 Feb 05, 2026
Capital Investment Advisors, LLC History Reduced 2,981 420 0.01% 0.01% 556 -143 -4.58% Q4 2025 Jan 13, 2026
SMART Wealth LLC History Added to 2,977 419 0.13% 0.15% 557 +147 5.19% Q4 2025 Jan 26, 2026
Cranbrook Wealth Management, LLC History No change 2,970 418 0.08% 0.08% 558 0 0.0% Q4 2025 Jan 28, 2026
Richardson Capital Management LLC History No change 2,966 418 0.21% 0.2% 559 0 0.0% Q4 2025 Jan 30, 2026
APPLETON PARTNERS INC/MA History Reduced 2,956 417 0.03% 0.03% 560 -15 -0.5% Q4 2025 Jan 09, 2026
Firestone Capital Management History No change 2,960 417 0.09% 0.09% 561 0 0.0% Q4 2025 Feb 09, 2026
Fortitude Family Office, LLC History No change 2,960 417 0.1% 0.11% 562 0 0.0% Q4 2025 Jan 15, 2026
Breakwater Capital Group History Added to 2,952 416 0.06% 0.06% 564 +2 0.07% Q4 2025 Jan 09, 2026
N.E.W. Advisory Services LLC History No change 2,954 416 0.03% 0.04% 563 0 0.0% Q4 2025 Jan 28, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 2,940 414 0.13% 0.14% 565 +6 0.2% Q4 2025 Jan 07, 2026
Sterling Investment Counsel, LLC History New 3,198 413 0.12% — 566 +3,198 New Q4 2025 Jan 27, 2026
Lloyd Advisory Services, LLC. History Reduced 2,924 412 0.16% 0.19% 567 -36 -1.22% Q4 2025 Feb 06, 2026
Partners in Financial Planning History Added to 2,914 411 0.07% 0.07% 568 +3 0.1% Q4 2025 Feb 02, 2026
Bridgewater Advisors Inc. History No change 2,742 408 0.03% 0.03% 569 0 0.0% Q4 2025 Jan 23, 2026
Cyndeo Wealth Partners, LLC History New 2,887 407 0.02% — 570 +2,887 New Q4 2025 Jan 07, 2026
DIVERSIFIED MANAGEMENT INC History New 2,875 405 0.09% — 571 +2,875 New Q4 2025 Jan 26, 2026
DAGCO, INC. History No change 2,866 404 0.09% 0.1% 572 0 0.0% Q4 2025 Jan 08, 2026
Snowden Capital Advisors LLC History Added to 2,841 400 0.01% 0.01% 574 +1,092 62.44% Q4 2025 Feb 17, 2026
FULTON BANK, N.A. History No change 2,839 400 0.01% 0.01% 573 0 0.0% Q4 2025 Jan 08, 2026
DAVIDSON TRUST CO History No change 2,810 396 0.17% 0.16% 575 0 0.0% Q4 2025 Jan 27, 2026
Holland Advisory Services, Inc. History Reduced 2,791 393 0.53% 0.6% 576 -323 -10.37% Q4 2025 Jan 12, 2026
Cherry Tree Wealth Management, LLC History No change 2,791 393 0.08% 0.09% 577 0 0.0% Q4 2025 Feb 10, 2026
Navigation Wealth Management, Inc. History Added to 2,770 390 0.58% 0.56% 578 +37 1.35% Q4 2025 Jan 29, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,761 389 0.03% 0.03% 579 0 0.0% Q4 2025 Jan 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 2,751 388 0.0% 0.0% 580 +257 10.3% Q4 2025 Feb 11, 2026
Granite FO LLC History No change 2,750 387 0.21% 0.21% 581 0 0.0% Q4 2025 Feb 06, 2026
Valmark Advisers, Inc. History Reduced 2,708 381 0.0% 0.01% 582 -1,882 -41.0% Q4 2025 Jan 26, 2026
THRYVE WEALTH MANAGEMENT LLC History New 2,698 380 0.19% — 585 +2,698 New Q4 2025 Feb 25, 2026
Millington Financial Advisors, LLC History New 2,500 380 0.17% — 584 +2,500 New Q4 2025 Feb 09, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 2,697 380 0.01% 0.01% 583 0 0.0% Q4 2025 Jan 16, 2026
Pinion Investment Advisors, LLC History Reduced 2,691 379 0.09% 0.15% 586 -1,130 -29.57% Q4 2025 Jan 29, 2026
FIRST FINANCIAL CORP /IN/ History No change 2,676 377 0.14% 0.15% 587 0 0.0% Q4 2025 Jan 13, 2026
McKinley Carter Wealth Services, Inc. History Reduced 2,669 376 0.02% 0.02% 588 -294 -9.92% Q4 2025 Feb 06, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 2,662 375 0.11% 0.11% 589 0 0.0% Q4 2025 Feb 11, 2026
Dynamic Financial Group History Reduced 2,657 374 0.32% 0.41% 590 -757 -22.17% Q4 2025 Jan 26, 2026
LJI Wealth Management, LLC History Reduced 2,649 373 0.06% 0.08% 591 -440 -14.24% Q4 2025 Feb 03, 2026
United Advisor Group, LLC History Added to 2,647 373 0.05% 0.05% 592 +62 2.4% Q4 2025 Jan 26, 2026
NTV ASSET MANAGEMENT LLC History No change 2,626 370 0.04% 0.04% 593 0 0.0% Q4 2025 Jan 20, 2026
Russell Investments Group, Ltd. History Reduced 2,598 366 0.0% 0.0% 594 -4 -0.15% Q4 2025 Feb 17, 2026
Magnus Financial Group LLC History Added to 2,589 365 0.03% 0.03% 596 +77 3.07% Q4 2025 Jan 07, 2026
Fiduciary Wealth Partners, LLC History No change 2,591 365 0.15% 0.15% 595 0 0.0% Q4 2025 Jan 28, 2026
IFG Advisory, LLC History No change 2,587 364 0.02% 0.02% 597 0 0.0% Q4 2025 Feb 10, 2026
ACIMA PRIVATE WEALTH, LLC History No change 2,585 364 0.11% 0.11% 598 0 0.0% Q4 2025 Jan 15, 2026
Integrity Wealth Solutions LLC History No change 2,571 362 0.14% 0.16% 599 0 0.0% Q4 2025 Feb 02, 2026
PLANNING DIRECTIONS INC History Added to 2,544 358 0.18% 0.17% 601 +262 11.48% Q4 2025 Jan 21, 2026
First Western Trust Bank History Reduced 2,542 358 0.02% 0.02% 602 -173 -6.37% Q4 2025 Feb 12, 2026
BUILDER INVESTMENT GROUP INC /ADV History Reduced 2,540 358 0.08% 0.08% 600 -31 -1.21% Q4 2025 Jan 28, 2026
W ADVISORS, LLC History New 2,533 357 0.18% — 604 +2,533 New Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 2,533 357 0.01% 0.01% 603 0 0.0% Q4 2025 Feb 12, 2026
Cascade Financial Partners, LLC History Reduced 2,525 356 0.04% 0.04% 607 -272 -9.72% Q4 2025 Feb 06, 2026
Cohen Capital Management, Inc. History Added to 2,528 356 0.05% 0.05% 606 +4 0.16% Q4 2025 Jan 20, 2026
Ancora Advisors LLC History No change 2,528 356 0.01% 0.01% 605 0 0.0% Q4 2025 Feb 17, 2026
Collaborative Wealth Managment Inc. History New 2,509 353 0.12% — 610 +2,509 New Q4 2025 Feb 09, 2026
Linden Thomas Advisory Services, LLC History New 2,508 353 0.04% — 611 +2,508 New Q4 2025 Jan 16, 2026
Mathes Company, Inc. History Reduced 2,500 353 0.13% 0.2% 608 -1,495 -37.42% Q4 2025 Feb 09, 2026
Joel Isaacson & Co., LLC History Added to 2,509 353 0.01% 0.01% 609 +165 7.04% Q4 2025 Jan 30, 2026
Stratos Wealth Advisors, LLC History Reduced 2,496 352 0.02% 0.02% 613 -165 -6.2% Q4 2025 Jan 20, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 2,500 352 0.23% 0.23% 612 0 0.0% Q4 2025 Feb 17, 2026
Ballast, Inc. History No change 2,487 350 0.08% 0.08% 614 0 0.0% Q4 2025 Feb 03, 2026
Glass Jacobson Investment Advisors llc History Reduced 2,463 347 0.12% 0.14% 615 -347 -12.35% Q4 2025 Jan 22, 2026
Legacy Wealth Partners, LLC History New 2,456 346 0.09% — 617 +2,456 New Q4 2025 Feb 17, 2026
Sovran Advisors, LLC History Reduced 2,331 346 0.03% 0.03% 616 -96 -3.96% Q4 2025 Jan 20, 2026
XY Planning Network, Inc. History New 2,440 344 0.06% — 618 +2,440 New Q4 2025 Jan 26, 2026
FLAGSTAR ADVISORS INC History Reduced 2,434 343 0.11% 0.11% 619 -112 -4.4% Q4 2025 Jan 13, 2026
Vantage Financial Partners, LLC History Reduced 2,427 342 0.07% 0.07% 620 -92 -3.65% Q4 2025 Feb 03, 2026
Strategies Wealth Advisors, LLC History No change 2,420 341 0.03% 0.04% 621 0 0.0% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 2,416 340 0.02% 0.02% 622 +105 4.54% Q4 2025 Jan 23, 2026
THEORY FINANCIAL LLC History No change 2,293 339 0.11% 0.11% 623 0 0.0% Q4 2025 Feb 10, 2026
Foster Victor Wealth Advisors, LLC History No change 2,280 338 0.02% 0.02% 624 0 0.0% Q4 2025 Jan 26, 2026
Elevation Wealth Management LLC History New 2,390 337 0.32% — 627 +2,390 New Q4 2025 Feb 12, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 2,394 337 0.01% 0.01% 625 -112 -4.47% Q4 2025 Feb 13, 2026
Florida Trust Wealth Management Co History No change 2,390 337 0.01% 0.01% 626 0 0.0% Q4 2025 Jan 20, 2026
Family Legacy, Inc. History No change 2,382 335 0.1% 0.1% 628 0 0.0% Q4 2025 Feb 04, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,259 334 0.0% 0.0% 629 0 0.0% Q4 2025 Jan 28, 2026
WESTWOOD HOLDINGS GROUP INC History New 2,366 333 0.0% — 630 +2,366 New Q4 2025 Feb 17, 2026
Caprock Group, LLC History No change 2,335 329 0.01% 0.01% 631 0 0.0% Q4 2025 Jan 28, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 2,327 328 0.0% 0.0% 632 +120 5.44% Q4 2025 Feb 02, 2026
KilterHowling LLC History Added to 2,309 325 0.16% 0.18% 634 +11 0.48% Q4 2025 Feb 13, 2026
NBT BANK N A /NY History No change 2,308 325 0.02% 0.02% 633 0 0.0% Q4 2025 Jan 23, 2026
POSTROCK PARTNERS LLC History No change 2,306 325 0.14% 0.14% 635 0 0.0% Q4 2025 Jan 16, 2026
MEANS INVESTMENT CO., INC. History Added to 2,301 324 0.03% 0.03% 636 +6 0.26% Q4 2025 Jan 26, 2026
Qube Research & Technologies Ltd History New 2,293 323 0.0% — 637 +2,293 New Q4 2025 Feb 17, 2026
Clark Capital Management Group, Inc. History Added to 2,285 322 0.0% 0.0% 638 +651 39.84% Q4 2025 Feb 17, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 2,161 321 0.08% 0.1% 639 -603 -21.82% Q4 2025 Jan 26, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 2,280 321 0.0% 0.0% 640 +18 0.8% Q4 2025 Jan 30, 2026
Providence Capital Advisors, LLC History No change 2,281 321 0.05% 0.06% 641 0 0.0% Q4 2025 Feb 12, 2026
BCGM Wealth Management, LLC History No change 2,280 321 0.08% 0.08% 642 0 0.0% Q4 2025 Jan 07, 2026
RDA Financial Network History No change 2,263 319 0.08% 0.08% 643 0 0.0% Q4 2025 Jan 06, 2026
Next Capital Management LLC History No change 2,246 316 0.1% 0.1% 644 0 0.0% Q4 2025 Feb 11, 2026
OneDigital Investment Advisors LLC History Added to 2,210 311 0.0% 0.0% 645 +303 15.89% Q4 2025 Feb 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History New 2,194 309 0.05% — 646 +2,194 New Q4 2025 Jan 21, 2026
AIRE ADVISORS, LLC History Added to 2,187 308 0.06% 0.06% 647 +1 0.05% Q4 2025 Feb 17, 2026
Argent Trust Co History No change 2,181 307 0.01% 0.01% 648 0 0.0% Q4 2025 Feb 10, 2026
FIDUCIARY TRUST CO History Added to 2,176 306 0.0% 0.0% 649 +173 8.64% Q4 2025 Feb 13, 2026
Essex Bank History No change 2,170 306 0.07% 0.07% 650 0 0.0% Q4 2025 Feb 02, 2026
LifePlan Investment Advisors, Inc. History Added to 2,169 305 0.12% 0.09% 652 +572 35.82% Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Reduced 2,166 305 0.01% 0.01% 651 -309 -12.48% Q4 2025 Jan 09, 2026
Lee-Kelleher Wealth Management History No change 2,135 301 0.18% 0.18% 653 0 0.0% Q4 2025 Jan 14, 2026
Keating Financial Advisory Services, Inc. History New 2,132 300 0.04% — 654 +2,132 New Q4 2025 Feb 09, 2026
EASTERN BANK History Added to 2,123 299 0.01% 0.0% 655 +862 68.36% Q4 2025 Jan 14, 2026
Blue Trust, Inc. History Added to 2,122 299 0.0% 0.0% 656 +520 32.46% Q4 2025 Jan 16, 2026
Wilian Securities, LLC History New 2,102 296 0.32% — 658 +2,102 New Q4 2025 Feb 06, 2026
Crestwood Advisors Group, LLC History No change 2,104 296 0.0% 0.0% 657 0 0.0% Q4 2025 Feb 03, 2026
Cape Investment Advisory, Inc. History Added to 2,088 294 0.09% 0.02% 660 +1,949 1402.16% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Added to 2,091 294 0.02% 0.02% 659 +24 1.16% Q4 2025 Feb 17, 2026
Legacy Financial Strategies, LLC History No change 2,070 291 0.05% 0.05% 661 0 0.0% Q4 2025 Jan 23, 2026
Ruggaard & Associates LLC History No change 2,057 290 0.11% 0.11% 662 0 0.0% Q4 2025 Feb 20, 2026
Modern Wealth Management, LLC History Added to 2,042 288 0.01% 0.01% 663 +16 0.79% Q4 2025 Feb 17, 2026
Compound Planning, Inc. History New 2,035 287 0.01% — 665 +2,035 New Q4 2025 Feb 19, 2026
Riverpoint Wealth Management Holdings, LLC History No change 2,035 287 0.06% 0.06% 664 0 0.0% Q4 2025 Feb 10, 2026
VILLERE ST DENIS J & CO LLC History No change 2,033 286 0.03% 0.03% 666 0 0.0% Q4 2025 Jan 28, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2,028 286 0.1% 0.1% 667 0 0.0% Q4 2025 Jan 20, 2026
Howard Capital Management Inc. History New 2,027 285 0.0% — 668 +2,027 New Q4 2025 Jan 23, 2026
Argentarii, LLC History Reduced 2,024 285 0.09% 0.13% 669 -308 -13.21% Q4 2025 Jan 13, 2026
UNION SAVINGS BANK History New 1,990 280 0.12% — 670 +1,990 New Q4 2025 Mar 06, 2026
Moran Wealth Management, LLC History Reduced 1,980 279 0.01% 0.72% 671 -168,106 -98.84% Q4 2025 Jan 26, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 1,894 278 0.02% 0.03% 672 -817 -30.14% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 1,973 278 0.02% 0.02% 674 -717 -26.65% Q4 2025 Jan 20, 2026
Key FInancial Inc History No change 1,974 278 0.05% 0.05% 673 0 0.0% Q4 2025 Feb 09, 2026
BAYBAN History New 1,966 277 0.24% — 677 +1,966 New Q4 2025 Mar 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 1,820 277 0.11% 0.12% 675 -199 -9.86% Q4 2025 Feb 12, 2026
SkyOak Wealth, LLC History Reduced 1,969 277 0.05% 0.05% 676 -38 -1.89% Q4 2025 Feb 05, 2026
FIRST HAWAIIAN BANK History No change 1,962 276 0.04% 0.04% 678 0 0.0% Q4 2025 Jan 05, 2026
Elm Partners Management LLC History No change 1,946 274 0.01% 0.01% 679 0 0.0% Q4 2025 Feb 10, 2026
Douglass Winthrop Advisors, LLC History Reduced 1,942 273 0.0% 0.01% 680 -516 -20.99% Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 1,939 273 0.01% 0.01% 681 +33 1.73% Q4 2025 Feb 13, 2026
Snider Financial Group History Reduced 1,922 271 0.07% 0.07% 682 -33 -1.69% Q4 2025 Jan 21, 2026
MONECO ADVISORS, LLC History Reduced 1,914 270 0.02% 0.02% 683 -23 -1.19% Q4 2025 Feb 04, 2026
Peak Financial Management, Inc. History No change 1,900 267 0.07% 0.07% 684 0 0.0% Q4 2025 Jan 23, 2026
Networth Advisors, LLC History New 1,887 266 0.2% — 686 +1,887 New Q4 2025 Jan 22, 2026
Verdence Capital Advisors LLC History Added to 1,886 266 0.02% 0.02% 685 +1 0.05% Q4 2025 Jan 29, 2026
Moors & Cabot, Inc. History Reduced 1,869 263 0.01% 0.01% 687 -114 -5.75% Q4 2025 Feb 10, 2026
Insight Inv LLC History No change 1,865 263 0.15% 0.15% 688 0 0.0% Q4 2025 Feb 06, 2026
FOSTER & MOTLEY INC History No change 1,856 262 0.01% 0.01% 689 0 0.0% Q4 2025 Jan 15, 2026
River Wealth Advisors LLC History No change 1,859 262 0.03% 0.03% 690 0 0.0% Q4 2025 Feb 13, 2026
Galvin, Gaustad & Stein, LLC History Added to 1,851 261 0.02% 0.02% 691 +62 3.47% Q4 2025 Jan 23, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 1,856 261 0.01% 0.01% 692 +24 1.31% Q4 2025 Jan 12, 2026
RAHLFS CAPITAL, LLC History No change 1,850 260 0.2% 0.2% 693 0 0.0% Q4 2025 Feb 05, 2026
Plante Moran Financial Advisors, LLC History No change 1,840 259 0.02% 0.02% 694 0 0.0% Q4 2025 Feb 05, 2026
Sage Mountain Advisors LLC History No change 1,842 259 0.01% 0.01% 695 0 0.0% Q4 2025 Jan 23, 2026
Madison Wealth Partners, Inc History Added to 1,834 258 0.05% 0.05% 696 +35 1.95% Q4 2025 Feb 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 1,808 255 0.0% 0.01% 700 -1,498 -45.31% Q4 2025 Jan 07, 2026
Empower Advisory Group, LLC History Added to 1,811 255 0.0% 0.0% 699 +196 12.14% Q4 2025 Feb 12, 2026
Montecito Bank & Trust History No change 1,811 255 0.04% 0.04% 697 0 0.0% Q4 2025 Jan 09, 2026
SNS Financial Group, LLC History No change 1,808 255 0.02% 0.02% 698 0 0.0% Q4 2025 Feb 02, 2026
Joel Adams & Associates, Inc. History New 1,796 253 0.19% — 702 +1,796 New Q4 2025 Jan 27, 2026
GHP Investment Advisors, Inc. History No change 1,797 253 0.01% 0.01% 701 0 0.0% Q4 2025 Jan 27, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 1,788 252 0.11% 0.12% 703 -7 -0.39% Q4 2025 Feb 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History Added to 1,780 251 0.0% 0.0% 705 +1,090 157.97% Q4 2025 Jan 15, 2026
SouthState Bank Corp History No change 1,783 251 0.01% 0.01% 704 0 0.0% Q4 2025 Feb 11, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 1,781 251 0.05% 0.05% 706 0 0.0% Q4 2025 Feb 09, 2026
TME FINANCIAL, INC. History New 1,768 249 0.17% — 708 +1,768 New Q4 2025 Jan 27, 2026
Edgemoor Investment Advisors, Inc. History No change 1,770 249 0.02% 0.02% 707 0 0.0% Q4 2025 Feb 10, 2026
LAWOOD & CO History New 1,754 247 0.23% — 710 +1,754 New Q4 2025 Feb 05, 2026
Gallacher Capital Management LLC History No change 1,755 247 0.1% 0.1% 709 0 0.0% Q4 2025 Feb 03, 2026
MONOGRAPH WEALTH ADVISORS, LLC History New 1,745 246 0.02% — 711 +1,745 New Q4 2025 Feb 13, 2026
Heritage Investment Group, Inc. History New 1,737 245 0.04% — 712 +1,737 New Q4 2025 Jan 30, 2026
Foundation Wealth Management, LLC\PA History No change 1,743 245 0.09% 0.09% 713 0 0.0% Q4 2025 Jan 15, 2026
Freedom Investment Management, Inc. History Reduced 1,728 243 0.07% 0.06% 716 -33 -1.87% Q4 2025 Feb 06, 2026
Calamos Wealth Management LLC History Added to 1,726 243 0.01% 0.01% 715 +20 1.17% Q4 2025 Jan 29, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,723 243 0.01% 0.01% 714 0 0.0% Q4 2025 Feb 03, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 1,700 239 0.19% — 718 +1,700 New Q4 2025 Feb 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 1,697 239 0.01% 0.01% 717 +8 0.47% Q4 2025 Feb 03, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 1,683 237 0.05% 0.06% 719 -8 -0.47% Q4 2025 Jan 28, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,676 236 0.02% — 721 +1,676 New Q4 2025 Feb 03, 2026
Legacy Advisors, LLC History No change 1,680 236 0.03% 0.03% 720 0 0.0% Q4 2025 Jan 27, 2026
BostonPremier Wealth LLC History Reduced 1,667 235 0.12% 0.12% 722 -50 -2.91% Q4 2025 Jan 13, 2026
Chesley Taft & Associates LLC History Reduced 1,661 234 0.01% 0.01% 724 -68 -3.93% Q4 2025 Jan 14, 2026
Foundation Wealth Management, LLC History Reduced 1,659 234 0.15% 0.15% 725 -2 -0.12% Q4 2025 Jan 27, 2026
SYM FINANCIAL Corp History No change 1,664 234 0.02% 0.02% 723 0 0.0% Q4 2025 Feb 13, 2026
Unified Investment Management History No change 1,665 234 0.23% 0.23% 726 0 0.0% Q4 2025 Feb 09, 2026
KINTRA WEALTH, LLC History New 1,654 233 0.03% — 727 +1,654 New Q4 2025 Feb 18, 2026
Vigil Wealth Management, LLC History New 1,653 233 0.19% — 728 +1,653 New Q4 2025 Feb 10, 2026
Glassman Wealth Services History Reduced 1,645 232 0.03% 0.04% 729 -152 -8.46% Q4 2025 Jan 28, 2026
FDx Advisors, Inc. History Added to 1,641 231 0.12% 0.07% 730 +9 0.55% Q4 2025 Feb 10, 2026
Investmark Advisory Group LLC History Added to 1,640 231 0.1% 0.1% 731 +1 0.06% Q4 2025 Jan 28, 2026
Triangle Securities Wealth Management History Added to 1,633 230 0.05% 0.05% 733 +13 0.8% Q4 2025 Jan 13, 2026
Fiera Capital Corp History No change 1,634 230 0.0% 0.0% 732 0 0.0% Q4 2025 Feb 11, 2026
New England Private Wealth Advisors LLC History Added to 1,619 228 0.03% 0.03% 734 +5 0.31% Q4 2025 Feb 13, 2026
Coston, McIsaac & Partners History No change 1,623 228 0.05% 0.05% 735 0 0.0% Q4 2025 Feb 03, 2026
OARSMAN CAPITAL, INC. History No change 1,602 225 0.03% 0.03% 736 0 0.0% Q4 2025 Feb 13, 2026
Venture Visionary Partners LLC History New 1,594 224 0.01% — 738 +1,594 New Q4 2025 Feb 13, 2026
Synergy Asset Management, LLC History Reduced 1,590 224 0.02% 0.01% 737 -75 -4.5% Q4 2025 Jan 13, 2026
TSFG, LLC History Added to 1,591 224 0.03% 0.04% 739 +1 0.06% Q4 2025 Feb 04, 2026
ASSOCIATED BANC-CORP History No change 1,575 222 0.01% 0.01% 740 0 0.0% Q4 2025 Feb 06, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,565 221 0.07% 0.08% 741 0 0.0% Q4 2025 Feb 10, 2026
Quadcap Wealth Management, LLC History Added to 1,567 220 0.03% 0.03% 743 +1 0.06% Q4 2025 Jan 29, 2026
Independent Advisor Alliance History No change 1,565 220 0.01% 0.01% 742 0 0.0% Q4 2025 Feb 04, 2026
Wealth Science Advisors LLC History New 1,554 219 0.13% — 744 +1,554 New Q4 2025 Jan 28, 2026
Independence Bank of Kentucky History No change 1,538 216 0.03% 0.03% 745 0 0.0% Q4 2025 Jan 20, 2026
Split Rock Private Trading & Wealth Management, LLC History New 1,531 215 0.17% — 746 +1,531 New Q4 2025 Jan 23, 2026
Neumann Capital Management, LLC History No change 1,524 214 0.06% 0.06% 747 0 0.0% Q4 2025 Jan 14, 2026
CIBC WORLD MARKET INC. History Reduced 1,512 213 0.0% 0.0% 748 -52 -3.32% Q4 2025 Feb 10, 2026
Madden Advisory Services, Inc. History No change 1,508 212 0.09% 0.08% 749 0 0.0% Q4 2025 Feb 11, 2026
Arbor Investment Advisors, LLC History No change 1,497 211 0.03% 0.03% 750 0 0.0% Q4 2025 Jan 23, 2026
Almanack Investment Partners, LLC. History New 1,487 209 0.04% — 753 +1,487 New Q4 2025 Jan 29, 2026
SCS Capital Management LLC History Reduced 1,483 209 0.0% 0.0% 751 -1,159 -43.87% Q4 2025 Feb 10, 2026
FARMERS TRUST CO History No change 1,485 209 0.03% 0.04% 752 0 0.0% Q4 2025 Jan 06, 2026
Financial Sense Advisors, Inc. History No change 1,480 208 0.04% 0.04% 754 0 0.0% Q4 2025 Feb 13, 2026
Portland Financial Advisors Inc History No change 1,474 207 0.44% 0.44% 755 0 0.0% Q4 2025 Feb 06, 2026
LMCG INVESTMENTS, LLC History Reduced 1,448 204 0.01% 0.01% 757 -30 -2.03% Q4 2025 Feb 03, 2026
TCV Trust & Wealth Management, Inc. History No change 1,449 204 0.02% 0.02% 756 0 0.0% Q4 2025 Jan 23, 2026
1832 Asset Management L.P. History New 1,431 201 0.0% — 758 +1,431 New Q4 2025 Feb 13, 2026
Interchange Capital Partners, LLC History New 1,426 201 0.04% — 760 +1,426 New Q4 2025 Jan 30, 2026
Duncan Williams Asset Management, LLC History New 1,340 201 0.05% — 761 +1,340 New Q4 2025 Feb 05, 2026
COUNTRY TRUST BANK History No change 1,430 201 0.0% 0.0% 759 0 0.0% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History New 1,421 200 0.01% — 762 +1,421 New Q4 2025 Feb 17, 2026
MLP3, LLC History New 1,420 200 0.22% — 763 +1,420 New Q4 2025 Feb 13, 2026
First Command Advisory Services, Inc. History No change 1,414 199 0.0% 0.0% 764 0 0.0% Q4 2025 Feb 11, 2026
LAZARD ASSET MANAGEMENT LLC History No change 1,400 197 0.0% 0.0% 765 0 0.0% Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History No change 1,396 196 0.02% 0.03% 766 0 0.0% Q4 2025 Jan 08, 2026
GAMMA Investing LLC History No change 1,388 195 0.01% 0.01% 767 0 0.0% Q4 2025 Jan 05, 2026
REAP Financial Group, LLC History Reduced 1,374 193 0.04% 0.04% 768 -5 -0.36% Q4 2025 Feb 10, 2026
Princeton Global Asset Management LLC History No change 1,363 192 0.03% 0.03% 769 0 0.0% Q4 2025 Jan 20, 2026
Bank of Jackson Hole Trust History Added to 1,355 191 0.09% 0.09% 770 +35 2.65% Q4 2025 Feb 12, 2026
Anchor Investment Management, LLC History Added to 1,348 190 0.02% 0.02% 771 +43 3.3% Q4 2025 Feb 26, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,301 183 0.0% 0.01% 772 -830 -38.95% Q4 2025 Feb 09, 2026
Oakworth Capital, Inc. History No change 1,283 180 0.01% 0.01% 773 0 0.0% Q4 2025 Jan 30, 2026
CENTAURUS FINANCIAL, INC. History No change 1,250 176 0.01% 0.01% 774 0 0.0% Q4 2025 Feb 13, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Added to 1,182 166 0.06% 0.06% 775 +5 0.42% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History No change 1,149 162 0.01% 0.01% 776 0 0.0% Q4 2025 Jan 29, 2026
TRUST CO OF VERMONT History Reduced 1,114 157 0.01% 0.01% 777 -37 -3.21% Q4 2025 Jan 16, 2026
Rialto Wealth Management, LLC History No change 1,115 157 0.04% 0.04% 778 0 0.0% Q4 2025 Jan 12, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 1,077 151 0.0% 0.0% 779 -50 -4.44% Q4 2025 Feb 17, 2026
Prestige Wealth Management Group LLC History Reduced 1,076 151 0.03% 0.03% 780 -17 -1.56% Q4 2025 Feb 11, 2026
Paladin Advisory Group, LLC History New 1,067 150 0.11% — 782 +1,067 New Q4 2025 Jan 21, 2026
Realta Investment Advisors History Added to 1,066 150 0.05% 0.03% 781 +345 47.85% Q4 2025 Jan 20, 2026
Clayton Financial Group LLC History Added to 1,050 148 0.08% 0.1% 783 +99 10.41% Q4 2025 Jan 21, 2026
Hamilton Point Investment Advisors, LLC History Added to 1,039 146 0.02% 0.02% 784 +225 27.64% Q4 2025 Feb 12, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 1,018 143 0.05% 0.09% 785 0 0.0% Q4 2025 Jan 22, 2026
High Note Wealth, LLC History No change 992 139 0.03% 0.03% 786 0 0.0% Q4 2025 Feb 05, 2026
Root Financial Partners, LLC History Added to 981 138 0.01% 0.0% 787 +479 95.42% Q4 2025 Feb 10, 2026
DUNCKER STREETT & CO INC History No change 961 135 0.02% 0.02% 788 0 0.0% Q4 2025 Jan 27, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Added to 946 133 0.07% 0.07% 789 +50 5.58% Q4 2025 Feb 17, 2026
Dougherty Wealth Advisers LLC History Reduced 918 129 0.07% 0.09% 790 -29 -3.06% Q4 2025 Jan 29, 2026
VAN DEN BERG MANAGEMENT I, INC History New 913 128 0.03% — 791 +913 New Q4 2025 Feb 17, 2026
Midwest Capital Advisors, LLC History Added to 913 128 0.06% 0.06% 792 +4 0.44% Q4 2025 Jan 29, 2026
Private Wealth Management Group, LLC History Added to 882 124 0.03% 0.02% 794 +380 75.7% Q4 2025 Jan 23, 2026
CX Institutional History Reduced 879 124 0.0% 0.0% 793 -128 -12.71% Q4 2025 Feb 02, 2026
CoreFirst Bank & Trust History No change 865 122 0.07% 0.06% 795 0 0.0% Q4 2025 Feb 11, 2026
OAK HARBOR WEALTH PARTNERS, LLC History No change 862 121 0.03% 0.03% 796 0 0.0% Q4 2025 Feb 02, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 843 118 0.04% 0.05% 797 -164 -16.29% Q4 2025 Jan 09, 2026
Pflug Koory, LLC History No change 808 113 0.05% 0.05% 798 0 0.0% Q4 2025 Jan 20, 2026
Bare Financial Services, Inc History No change 784 110 0.03% 0.03% 799 0 0.0% Q4 2025 Feb 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 779 109 0.01% 0.01% 800 -71 -8.35% Q4 2025 Feb 06, 2026