iSHARES TRUST - IYW

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 Added to 5,773,004 1,152,753 0.07% 0.07% 1 +186,297 3.33% Q4 2025 Feb 13, 2026
PGIM Custom Harvest LLC History Added to 4,354,541 869,514 12.84% 12.76% 2 +27,355 0.63% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 4,033,291 805,367 0.05% 0.04% 3 +1,031,871 34.38% Q4 2025 Feb 11, 2026
LPL Financial LLC History Reduced 3,594,393 717,728 0.2% 0.21% 4 -12,456 -0.35% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 3,562,593 711,378 0.05% 0.06% 5 -854,108 -19.34% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,022,978 403,948 0.12% 0.13% 6 -290,980 -12.57% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 1,822,677 363,952 0.06% 0.06% 7 -59,941 -3.18% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,551,709 309,845 0.06% 0.06% 8 -46,115 -2.89% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 1,475,503 294,628 0.09% 0.1% 9 -48,929 -3.21% Q4 2025 Feb 18, 2026
TWO SIGMA INVESTMENTS, LP History Added to 1,038,224 207,312 0.29% 0.16% 10 +475,300 84.43% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Reduced 986,140 196,912 1.93% 2.91% 11 -128,494 -11.53% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 957,868 191,269 0.03% — 12 +957,868 New Q4 2025 Feb 17, 2026
RiverFront Investment Group, LLC History Added to 918,400 183,386 3.02% 3.11% 13 +20,409 2.27% Q4 2025 Feb 05, 2026
HSBC HOLDINGS PLC History Added to 886,487 177,013 0.09% 0.09% 14 +29,367 3.43% Q4 2025 Mar 20, 2026
AMERIPRISE FINANCIAL INC History Reduced 744,568 148,876 0.03% 0.04% 15 -147,421 -16.53% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 720,720 143,913 0.19% 0.18% 16 +10,855 1.53% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 656,889 131,205 0.19% 0.2% 17 -85,776 -11.55% Q4 2025 Feb 17, 2026
Align Financial, LLC History New 119,808 119,808 0.07% — 18 +119,808 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 588,276 117,466 0.01% 0.01% 19 -16,921 -2.8% Q4 2025 Mar 25, 2026
Cetera Investment Advisers History Added to 566,967 113,211 0.12% 0.13% 20 +15,885 2.88% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 702,258 100,490 1.83% 2.06% 21 -34,898 -4.73% Q4 2025 Jan 07, 2026
Kestra Advisory Services, LLC History Added to 446,419 89,141 0.37% 0.34% 22 +61,595 16.01% Q4 2025 Feb 13, 2026
Portfolio Strategies, Inc. History Reduced 398,245 79,520 9.21% 9.28% 23 -9,264 -2.27% Q4 2025 Jan 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 394,891 78,852 0.05% 0.06% 24 -31,560 -7.4% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 371,681 74,217 0.04% 0.04% 25 -957 -0.26% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 349,623 69,812 0.17% 0.18% 26 +212 0.06% Q4 2025 Feb 13, 2026
HighTower Advisors, LLC History Reduced 340,236 67,938 0.07% 0.09% 27 -49,095 -12.61% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 320,619 64,028 0.06% 0.06% 28 +2,482 0.78% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 318,712 63,640 0.38% 0.17% 29 +196,862 161.56% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 312,367 62,372 0.07% 0.02% 30 +255,584 450.11% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 305,708 61,043 0.12% 0.13% 31 -15,056 -4.69% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 280,845 56,079 0.1% 0.11% 32 -3,036 -1.07% Q4 2025 Mar 16, 2026
BlackRock, Inc. History Reduced 254,220 50,762 0.0% 0.0% 33 -11,035 -4.16% Q4 2025 Feb 12, 2026
Parker Investment Management, LLC History Reduced 250,330 49,986 7.08% 10.92% 34 -216,291 -46.35% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 240,072 47,988 0.03% 0.03% 35 +37,223 18.35% Q4 2025 Feb 17, 2026
Atlas Legacy Advisors, LLC History Added to 238,284 47,557 8.33% 8.06% 36 +24,962 11.7% Q4 2025 Jan 29, 2026
OneDigital Investment Advisors LLC History Reduced 223,700 44,668 0.44% 0.6% 37 -75,847 -25.32% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 209,328 41,798 0.23% 0.27% 38 -124,674 -37.33% Q4 2025 Jan 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 206,326 41,199 0.71% — 39 +206,326 New Q4 2025 Feb 19, 2026
PINKERTON WEALTH, LLC History Added to 203,871 40,708 4.17% 4.21% 40 +3,943 1.97% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Reduced 203,191 40,573 0.09% 0.1% 41 -12,169 -5.65% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 201,581 40,252 0.11% 0.11% 42 -2,290 -1.12% Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Reduced 183,031 36,547 0.13% 0.19% 43 -34,760 -15.96% Q4 2025 Feb 18, 2026
Private Advisor Group, LLC History Reduced 181,506 36,243 0.17% 0.21% 44 -32,396 -15.15% Q4 2025 Feb 17, 2026
Howard Capital Management Group, LLC History Reduced 181,287 36,199 2.29% 2.27% 45 -1,504 -0.82% Q4 2025 Jan 16, 2026
FIRST MERCHANTS CORP History Reduced 170,058 33,957 1.26% 1.27% 46 -1,827 -1.06% Q4 2025 Jan 12, 2026
PARK AVENUE SECURITIES LLC History Reduced 168,610 33,668 0.29% 0.34% 47 -56,043 -24.95% Q4 2025 Jan 05, 2026
OpenArc Corporate Advisory, LLC History New 160,423 32,033 0.53% — 48 +160,423 New Q4 2025 Feb 13, 2026
Creative Planning History Added to 159,905 31,929 0.02% 0.02% 49 +897 0.56% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 152,815 30,514 0.35% 0.32% 50 +57,602 60.5% Q4 2025 Jan 29, 2026
Equitable Holdings, Inc. History Added to 152,043 30,359 0.21% 0.21% 51 +5,434 3.71% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 147,418 29,436 0.33% 0.4% 52 -26,321 -15.15% Q4 2025 Jan 20, 2026
COMMERCE BANK History Reduced 147,081 29,369 0.16% 0.17% 53 -5,491 -3.6% Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 142,322 28,418 0.03% 0.04% 54 -24,000 -14.43% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Reduced 134,600 26,876 0.0% 0.01% 55 -61,591 -31.39% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 133,646 26,686 0.78% 0.85% 56 -1,375 -1.02% Q4 2025 Feb 19, 2026
CWM, LLC History Reduced 127,828 25,525 0.07% 0.08% 57 -5,380 -4.04% Q4 2025 Jan 26, 2026
ASSETMARK, INC History Added to 124,828 24,925 0.05% 0.04% 58 +24,665 24.62% Q4 2025 Jan 23, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 119,953 24,270 0.03% 0.04% 59 +234 0.2% Q4 2025 Jan 08, 2026
Perigon Wealth Management, LLC History Added to 118,705 23,702 0.42% 0.46% 60 +2,283 1.96% Q4 2025 Jan 16, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 111,932 22,350 0.02% 0.04% 61 -114,263 -50.52% Q4 2025 Feb 17, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 111,210 22,206 2.61% 2.74% 62 -4,588 -3.96% Q4 2025 Feb 03, 2026
Advisory Services Network, LLC History Added to 110,419 22,048 0.31% 0.16% 63 +54,010 95.75% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 109,412 21,847 0.0% 0.0% 64 -11,989 -9.88% Q4 2025 Feb 17, 2026
Stillwater Capital Advisors, LLC History Reduced 107,134 21,392 2.3% 2.44% 65 -3,717 -3.35% Q4 2025 Jan 14, 2026
Capital Investment Advisors, LLC History Reduced 106,892 21,344 0.33% 0.35% 66 -2,683 -2.45% Q4 2025 Jan 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 103,820 20,730 0.01% 0.01% 67 -1,188 -1.13% Q4 2025 Feb 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 102,347 20,623 0.02% — 68 +102,347 New Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History Reduced 100,538 20,090 1.58% 1.94% 69 -19,271 -16.08% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 99,955 19,959 0.24% 0.19% 70 -10,819 -9.77% Q4 2025 Feb 13, 2026
TRITONPOINT WEALTH, LLC History Reduced 96,878 19,344 1.96% 1.78% 71 -9,286 -8.75% Q4 2025 Jan 20, 2026
Merit Financial Group, LLC History Reduced 96,665 19,302 0.15% 0.19% 72 -8,472 -8.06% Q4 2025 Jan 26, 2026
Corient Private Wealth LLC History Added to 93,752 18,720 0.03% 0.03% 73 +4,140 4.62% Q4 2025 Mar 09, 2026
&PARTNERS History Added to 90,781 18,131 0.09% 0.08% 74 +23,043 34.02% Q4 2025 Feb 17, 2026
First Citizens Financial Corp History Reduced 90,319 18,034 8.91% 8.95% 75 -2,079 -2.25% Q4 2025 Jan 06, 2026
SHERMAN PORFOLIOS, LLC History Reduced 90,109 17,992 1.23% 9.54% 76 -46,325 -33.95% Q4 2025 Feb 17, 2026
WCG Wealth Advisors LLC History Added to 88,669 17,705 0.5% 0.59% 77 +40,903 85.63% Q4 2025 Feb 10, 2026
TRUIST FINANCIAL CORP History Reduced 85,075 16,987 0.02% 0.02% 78 -3,679 -4.15% Q4 2025 Feb 02, 2026
RVW Wealth, LLC History Reduced 85,075 16,987 1.3% 1.34% 79 -2,608 -2.97% Q4 2025 Jan 12, 2026
HC Advisors, LLC History Added to 82,998 16,573 11.47% 11.35% 80 +504 0.61% Q4 2025 Feb 11, 2026
Envestnet Portfolio Solutions, Inc. History Added to 82,831 16,539 0.06% 0.05% 81 +9,276 12.61% Q4 2025 Feb 06, 2026
FMR LLC History Added to 82,280 16,429 0.0% 0.0% 82 +5,800 7.58% Q4 2025 Feb 17, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 79,900 15,954 0.14% 0.17% 83 -636 -0.79% Q4 2025 Jan 28, 2026
Cerity Partners LLC History Added to 79,484 15,871 0.02% 0.02% 84 +25,337 46.79% Q4 2025 Feb 11, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 73,793 14,735 0.12% 0.1% 85 +15,492 26.57% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 72,657 14,508 0.08% 0.07% 86 +6,363 9.6% Q4 2025 Feb 12, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 70,740 14,121 0.01% 0.01% 87 +205 0.29% Q4 2025 Feb 17, 2026
Camarda Financial Advisors, LLC History Reduced 70,023 13,982 5.32% 5.17% 88 -1,587 -2.22% Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 69,376 13,891 0.02% 0.03% 89 -8,537 -10.96% Q4 2025 Feb 05, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 69,262 13,830 1.51% 1.55% 90 -292 -0.42% Q4 2025 Feb 18, 2026
Pettinga Financial Advisors LLC History Reduced 69,130 13,803 2.62% 2.84% 91 -5,325 -7.15% Q4 2025 Feb 12, 2026
Prospera Financial Services Inc History Added to 66,127 13,205 0.22% 0.2% 92 +6,813 11.49% Q4 2025 Feb 09, 2026
Atlantic Union Bankshares Corp History Reduced 64,091 12,797 0.24% 0.24% 93 -326 -0.51% Q4 2025 Feb 04, 2026
CIBC Private Wealth Group LLC History Reduced 63,696 12,718 0.02% 0.02% 94 -2,996 -4.49% Q4 2025 Feb 12, 2026
M&T BANK CORP History Reduced 63,642 12,708 0.04% 0.04% 95 -205 -0.32% Q4 2025 Jan 30, 2026
Rollins Financial Advisors, LLC History Reduced 62,328 12,445 1.83% 2.0% 96 -5,203 -7.7% Q4 2025 Feb 04, 2026
Signature Wealth Management Partners, LLC History Reduced 61,545 12,289 6.08% 6.38% 97 -638 -1.03% Q4 2025 Feb 02, 2026
HUNTINGTON NATIONAL BANK History Reduced 61,248 12,230 0.07% 0.07% 98 -578 -0.93% Q4 2025 Feb 09, 2026
ADVISORTRUST PARTNERS, LLC History New 61,218 12,224 5.37% — 99 +61,218 New Q4 2025 Mar 10, 2026
Finley Financial, LLC History Added to 60,992 12,178 5.58% 5.51% 100 +176 0.29% Q4 2025 Jan 21, 2026
Lido Advisors, LLC History Added to 61,361 12,052 0.04% 0.03% 101 +6,926 12.72% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Added to 60,006 11,981 0.13% 0.17% 102 +2,674 4.66% Q4 2025 Jan 23, 2026
Atria Investments, Inc History Added to 59,241 11,829 0.13% 0.1% 103 +14,595 32.69% Q4 2025 Feb 05, 2026
CITIGROUP INC History Reduced 58,541 11,689 0.01% 0.01% 104 -3,764 -6.04% Q4 2025 Feb 13, 2026
Stonebridge Financial Planning Group, LLC History Reduced 58,521 11,685 4.22% 4.46% 105 -2,070 -3.42% Q4 2025 Feb 05, 2026
J.W. COLE ADVISORS, INC. History Added to 61,274 11,579 0.28% 0.22% 106 +1,267 2.11% Q4 2025 Feb 11, 2026
CPR Investments Inc. History Reduced 57,474 11,476 7.7% 8.0% 107 -1,872 -3.15% Q4 2025 Jan 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 57,381 11,457 0.01% 0.01% 108 -50,046 -46.59% Q4 2025 Feb 02, 2026
Pathstone Holdings, LLC History New 56,242 11,230 0.04% — 109 +56,242 New Q4 2025 Feb 13, 2026
MAI Capital Management History Added to 56,008 11,183 0.06% 0.07% 110 +574 1.04% Q4 2025 Feb 13, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 55,418 11,065 0.75% 0.88% 111 -10,512 -15.94% Q4 2025 Feb 10, 2026
FINANCIAL LIFE ADVISORS History Added to 54,641 10,910 3.36% 3.39% 112 +721 1.34% Q4 2025 Jan 30, 2026
Perkins Coie Trust Co History Added to 54,526 10,887 2.03% 2.0% 113 +375 0.69% Q4 2025 Jan 12, 2026
FIFTH THIRD SECURITIES, INC. History Added to 54,175 10,817 0.71% 0.7% 114 +1,847 3.53% Q4 2025 Jan 23, 2026
Jackson Wealth Management, LLC History Added to 53,941 10,771 1.05% 1.01% 115 +2,383 4.62% Q4 2025 Jan 20, 2026
Prostatis Group LLC History Added to 53,721 10,726 2.56% 2.21% 116 +8,708 19.35% Q4 2025 Feb 17, 2026
KICKSTAND VENTURES, LLC. History Added to 53,444 10,671 2.25% 2.28% 117 +618 1.17% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Reduced 52,716 10,526 0.26% 0.39% 118 -25,315 -32.44% Q4 2025 Feb 17, 2026
High Point Wealth Management, LLC History New 52,598 10,502 9.86% — 119 +52,598 New Q4 2025 Jan 29, 2026
Cadent Capital Advisors, LLC History Reduced 52,494 10,481 2.69% 2.93% 120 -4,175 -7.37% Q4 2025 Jan 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 52,038 10,390 0.02% 0.02% 121 -12,729 -19.65% Q4 2025 Feb 18, 2026
LIFELONG WEALTH ADVISORS, INC. History Reduced 51,903 10,363 2.75% 3.71% 122 -11,813 -18.54% Q4 2025 Jan 12, 2026
TBH Global Asset Management, LLC History Added to 89,590 9,995 1.67% 0.12% 123 +86,340 2656.62% Q4 2025 Jan 29, 2026
Mechanics Bank Trust Department History Reduced 49,704 9,924 1.3% 1.41% 124 -1,675 -3.26% Q4 2025 Jan 14, 2026
Three Seasons Wealth, LLC History Added to 49,065 9,797 0.93% 0.89% 125 +3,205 6.99% Q4 2025 Jan 15, 2026
Bleakley Financial Group, LLC History Reduced 48,116 9,607 0.17% 0.22% 126 -737 -1.51% Q4 2025 Feb 09, 2026
J.Safra Asset Management Corp History No change 47,904 9,565 0.5% 0.57% 127 0 0.0% Q4 2025 Feb 11, 2026
Essex LLC History Reduced 47,511 9,486 1.68% 1.7% 128 -509 -1.06% Q4 2025 Jan 20, 2026
Spire Wealth Management History Reduced 47,194 9,423 0.32% 0.34% 129 -3,847 -7.54% Q4 2025 Jan 14, 2026
Prime Capital Investment Advisors, LLC History Reduced 46,988 9,382 0.11% 0.12% 130 -1,490 -3.07% Q4 2025 Jan 21, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 46,578 9,300 0.45% 0.55% 131 +34 0.07% Q4 2025 Jan 28, 2026
CERTUITY, LLC History Reduced 46,350 9,255 0.58% 0.63% 132 -680 -1.45% Q4 2025 Jan 30, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History Reduced 45,714 9,128 6.51% 6.59% 133 -456 -0.99% Q4 2025 Jan 14, 2026
One Wealth Advisors, LLC History Added to 44,826 8,950 1.09% 1.1% 134 +56 0.13% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Reduced 44,800 8,945 0.05% 0.06% 135 -3,536 -7.32% Q4 2025 Jan 26, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 44,733 8,932 0.01% — 136 +44,733 New Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Reduced 44,181 8,822 0.03% 0.03% 137 -1,027 -2.27% Q4 2025 Feb 12, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 44,064 8,797 1.14% 1.24% 138 -743 -1.66% Q4 2025 Feb 04, 2026
Crown Wealth Group, LLC History Reduced 43,880 8,762 2.45% 3.21% 139 -10,628 -19.5% Q4 2025 Jan 28, 2026
MA Private Wealth History Reduced 43,668 8,719 1.45% 3.94% 140 -75,921 -63.48% Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Reduced 43,324 8,650 0.0% 0.0% 141 -37,892 -46.66% Q4 2025 Feb 17, 2026
RPS ADVISORY SOLUTIONS LLC History Reduced 43,288 8,643 4.08% 4.2% 142 -484 -1.11% Q4 2025 Feb 06, 2026
hemming& Wealth Management, Inc. History New 43,241 8,634 5.91% — 143 +43,241 New Q4 2025 Mar 03, 2026
PITTENGER & ANDERSON INC History No change 43,015 8,589 0.33% 0.31% 144 0 0.0% Q4 2025 Feb 02, 2026
Dynamic Advisor Solutions LLC History Reduced 42,903 8,566 0.27% 0.31% 145 -12,102 -22.0% Q4 2025 Jan 09, 2026
Focus Financial Network, Inc. History Reduced 42,883 8,562 0.3% 0.3% 146 -506 -1.17% Q4 2025 Jan 12, 2026
CoreCap Advisors, LLC History Reduced 42,728 8,531 0.3% 0.37% 147 -9,212 -17.74% Q4 2025 Jan 13, 2026
Keebeck Wealth Management History Reduced 42,363 8,459 0.98% 1.01% 148 -1,059 -2.44% Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 42,286 8,443 0.11% 0.09% 149 +7,217 20.58% Q4 2025 Jan 22, 2026
Central Pacific Bank - Trust Division History Reduced 42,244 8,435 1.03% 1.12% 150 -4,863 -10.32% Q4 2025 Jan 07, 2026
Baird Financial Group, Inc. History Added to 41,898 8,366 0.01% 0.01% 151 +5,607 15.45% Q4 2025 Feb 13, 2026
Ciovacco Capital Management LLC History Added to 41,568 8,300 4.16% 4.01% 152 +912 2.24% Q4 2025 Feb 09, 2026
BBR PARTNERS, LLC History Added to 41,173 8,221 0.44% 0.35% 153 +10,433 33.94% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 41,031 8,193 0.0% 0.0% 154 +5,953 16.97% Q4 2025 Feb 10, 2026
Strategic Blueprint, LLC History Reduced 40,291 8,045 0.47% 0.44% 155 -11,129 -21.64% Q4 2025 Jan 30, 2026
Elevated Financial Group LLC History New 40,146 8,016 2.77% — 156 +40,146 New Q4 2025 Jan 29, 2026
SCOTIA CAPITAL INC. History Reduced 40,059 7,995 0.03% 0.04% 157 -2,479 -5.83% Q4 2025 Feb 12, 2026
Simmons Bank History Reduced 39,911 7,969 0.53% 0.52% 158 -116 -0.29% Q4 2025 Feb 05, 2026
Ashton Thomas Private Wealth, LLC History Reduced 39,584 7,904 0.19% 0.21% 159 -2,214 -5.3% Q4 2025 Jan 29, 2026
Orion Porfolio Solutions, LLC History Added to 39,033 7,794 0.06% 0.05% 160 +4,328 12.47% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 38,950 7,777 0.12% 0.13% 161 -152 -0.39% Q4 2025 Feb 12, 2026
Summit Financial Consulting LLC History Added to 38,904 7,768 5.64% 5.44% 162 +4,084 11.73% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 38,784 7,744 0.19% 0.21% 163 -2,643 -6.38% Q4 2025 Feb 09, 2026
Berkeley Capital Partners, LLC History Reduced 38,159 7,619 1.79% 1.8% 164 -726 -1.87% Q4 2025 Feb 05, 2026
NORTHERN TRUST CORP History Reduced 37,667 7,521 0.0% 0.0% 165 -6,876 -15.44% Q4 2025 Feb 17, 2026
Centerline Wealth Advisors, LLC History Reduced 37,607 7,509 2.72% 3.7% 166 -5,772 -13.31% Q4 2025 Jan 08, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 37,158 7,419 0.0% 0.02% 167 -107,287 -74.28% Q4 2025 Feb 10, 2026
Shepherd Financial Partners LLC History Added to 36,210 7,230 0.67% 0.61% 168 +3,407 10.39% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Reduced 36,070 7,202 0.16% 0.21% 169 -5,512 -13.26% Q4 2025 Feb 06, 2026
US BANCORP \DE\ History Added to 35,993 7,187 0.01% 0.01% 170 +2,838 8.56% Q4 2025 Jan 30, 2026
Kingsman Wealth Management, Inc. History Added to 35,704 7,129 3.86% 3.35% 171 +4,967 16.16% Q4 2025 Jan 22, 2026
Empirical Asset Management, LLC History Reduced 35,653 7,119 2.01% 1.98% 172 -690 -1.9% Q4 2025 Feb 06, 2026
Quotient Wealth Partners, LLC History Reduced 35,425 7,073 0.19% 1.98% 173 -333,256 -90.39% Q4 2025 Jan 22, 2026
CFS Investment Advisory Services, LLC History Reduced 34,477 6,884 0.5% 0.56% 174 -2,616 -7.05% Q4 2025 Feb 10, 2026
Commonwealth Financial Services, LLC History Reduced 33,941 6,777 1.12% 1.25% 175 -3,492 -9.33% Q4 2025 Feb 06, 2026
EP Wealth Advisors, LLC History New 33,774 6,743 0.04% — 176 +33,774 New Q4 2025 Feb 18, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 33,758 6,740 1.1% 1.13% 177 -1,167 -3.34% Q4 2025 Jan 28, 2026
COMERICA BANK History Reduced 33,541 6,697 0.03% 0.03% 178 -2,957 -8.1% Q4 2025 Jan 29, 2026
Sigma Planning Corp History Reduced 33,539 6,697 0.18% 0.2% 179 -2,536 -7.03% Q4 2025 Jan 30, 2026
STALEY CAPITAL ADVISERS INC History No change 32,980 6,585 0.27% 0.27% 180 0 0.0% Q4 2025 Feb 05, 2026
TABLEAUX LLC History Reduced 30,397 6,538 4.63% 4.98% 181 -33,099 -52.13% Q4 2025 Feb 17, 2026
Icon Wealth Advisors, LLC History Added to 32,587 6,507 0.43% 0.43% 182 +419 1.3% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 32,570 6,503 0.02% 0.02% 183 +2,684 8.98% Q4 2025 Feb 13, 2026
Fortitude Family Office, LLC History Reduced 32,298 6,449 1.5% 1.86% 184 -3,055 -8.64% Q4 2025 Jan 15, 2026
First Heartland Consultants, Inc. History Reduced 32,240 6,437 0.49% 0.51% 185 -117 -0.36% Q4 2025 Jan 09, 2026
Daybright Advisory Services, Inc. History New 32,149 6,419 1.71% — 186 +32,149 New Q4 2025 Feb 12, 2026
AdvisorShares Investments LLC History Added to 31,917 6,373 1.06% 0.91% 187 +3,456 12.14% Q4 2025 Feb 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 31,916 6,373 0.38% 0.35% 188 +1,268 4.14% Q4 2025 Jan 20, 2026
WealthBridge Capital Management, LLC History Reduced 31,865 6,362 1.45% 1.53% 189 -1,385 -4.17% Q4 2025 Jan 21, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 31,742 6,338 0.23% 0.3% 190 -1,020 -3.11% Q4 2025 Feb 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 30,995 6,189 0.36% 0.4% 191 +1,045 3.49% Q4 2025 Feb 10, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 30,834 6,156 0.96% 1.03% 192 -955 -3.0% Q4 2025 Feb 11, 2026
1832 Asset Management L.P. History Added to 30,608 6,111 0.0% 0.0% 193 +13,516 79.08% Q4 2025 Feb 13, 2026
Trek Financial, LLC History Added to 30,404 6,071 0.35% 0.04% 194 +27,249 863.68% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Reduced 30,300 6,050 0.02% 0.02% 195 -1,187 -3.77% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 30,226 6,035 0.16% 0.15% 196 +1,503 5.23% Q4 2025 Jan 23, 2026
HARBOUR INVESTMENTS, INC. History Reduced 30,014 5,993 0.12% 0.14% 197 -1,709 -5.39% Q4 2025 Feb 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 29,724 5,935 0.37% 0.42% 198 -2,181 -6.84% Q4 2025 Feb 06, 2026
Jaffetilchin Investment Partners, LLC History Reduced 28,900 5,770 0.34% 0.34% 199 -1 -0.0% Q4 2025 Jan 15, 2026
SWMG, LLC History Added to 29,590 5,725 1.59% 1.23% 200 +9,211 45.2% Q4 2025 Feb 10, 2026
Carnegie Investment Counsel History Reduced 28,631 5,716 0.11% 0.11% 201 -824 -2.8% Q4 2025 Jan 23, 2026
UNIQUE WEALTH, LLC History Reduced 28,539 5,698 0.8% 0.84% 202 -727 -2.48% Q4 2025 Jan 06, 2026
ALLSTATE CORP History Added to 28,080 5,607 0.08% 0.1% 203 +5,772 25.87% Q4 2025 Feb 09, 2026
Security Financial Services, INC. History Reduced 28,008 5,592 0.88% 0.9% 204 -270 -0.95% Q4 2025 Jan 27, 2026
Avid Wealth Partners LLC History Added to 27,639 5,518 2.7% 2.66% 205 +280 1.02% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 27,449 5,481 0.01% 0.01% 206 +5,450 24.77% Q4 2025 Feb 17, 2026
Montecito Bank & Trust History Reduced 27,373 5,465 0.87% 0.86% 207 -995 -3.51% Q4 2025 Jan 09, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 26,802 5,397 0.16% 0.02% 208 +24,802 1240.1% Q4 2025 Feb 13, 2026
Financial Freedom, LLC History Reduced 26,958 5,382 2.67% 2.67% 209 -367 -1.34% Q4 2025 Feb 17, 2026
Arkadios Wealth Advisors History Added to 26,598 5,311 0.1% 0.12% 210 +354 1.35% Q4 2025 Feb 13, 2026
Gallagher Capital Advisors, LLC History Reduced 26,585 5,308 3.43% 3.28% 211 -702 -2.57% Q4 2025 Feb 12, 2026
Counterweight Ventures, LLC History Added to 26,393 5,270 2.96% 2.98% 212 +374 1.44% Q4 2025 Jan 15, 2026
Forthright Family Wealth Advisory LLC History Added to 26,277 5,246 3.3% 3.11% 213 +452 1.75% Q4 2025 Feb 23, 2026
Ethos Financial Group, LLC History Reduced 26,094 5,210 0.38% 0.4% 214 -12 -0.05% Q4 2025 Jan 20, 2026
Avidian Wealth Enterprises, LLC History Added to 26,090 5,209 0.19% 0.19% 215 +284 1.1% Q4 2025 Feb 02, 2026
STEPHENS INC /AR/ History Added to 25,953 5,182 0.06% 0.06% 216 +359 1.4% Q4 2025 Feb 05, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 25,743 5,140 0.08% 0.08% 217 -390 -1.49% Q4 2025 Jan 13, 2026
WealthCare Asset Management, LLC History New 25,723 5,072 3.21% — 218 +25,723 New Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Reduced 25,357 5,063 0.33% 0.35% 219 -1,128 -4.26% Q4 2025 Feb 03, 2026
Parallel Advisors, LLC History Reduced 25,197 5,031 0.09% 0.09% 220 -819 -3.15% Q4 2025 Feb 11, 2026
Rathbones Group PLC History Reduced 25,160 5,023 0.02% 0.02% 221 -1,910 -7.06% Q4 2025 Feb 06, 2026
Valmark Advisers, Inc. History Added to 24,823 4,956 0.06% 0.06% 222 +1,359 5.79% Q4 2025 Jan 26, 2026
BROWN ADVISORY INC History Reduced 24,562 4,904 0.01% 0.01% 223 -884 -3.47% Q4 2025 Feb 13, 2026
Weinberger Asset Management, Inc History Added to 24,406 4,873 1.76% 1.73% 224 +7 0.03% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Added to 24,328 4,857 0.18% 0.28% 225 +2,352 10.7% Q4 2025 Feb 04, 2026
NorthRock Partners, LLC History Reduced 24,087 4,809 0.08% 0.16% 226 -21,154 -46.76% Q4 2025 Feb 17, 2026
Gilliland Jeter Wealth Management LLC History Added to 24,027 4,797 1.45% 1.37% 227 +1,282 5.64% Q4 2025 Jan 23, 2026
WBH ADVISORY INC History Reduced 23,876 4,767 0.35% 0.37% 228 -791 -3.21% Q4 2025 Jan 26, 2026
Capital Analysts, LLC History Reduced 23,593 4,711 0.14% 0.14% 229 -369 -1.54% Q4 2025 Feb 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 23,484 4,689 0.02% 0.02% 230 -136 -0.58% Q4 2025 Jan 30, 2026
NATIXIS ADVISORS, LLC History Reduced 23,236 4,640 0.01% 0.01% 231 -793 -3.3% Q4 2025 Feb 10, 2026
Mutual Advisors, LLC History Reduced 23,174 4,627 0.1% 0.11% 232 -2,129 -8.41% Q4 2025 Feb 02, 2026
Cornerstone Wealth Management, LLC History Added to 22,985 4,589 0.24% 0.11% 233 +13,037 131.05% Q4 2025 Feb 05, 2026
CIBC WORLD MARKET INC. History Reduced 22,907 4,574 0.01% 0.01% 234 -293 -1.26% Q4 2025 Feb 10, 2026
DT Investment Partners, LLC History No change 22,678 4,528 0.37% 0.38% 235 0 0.0% Q4 2025 Feb 10, 2026
Global Retirement Partners, LLC History Added to 22,507 4,494 0.08% 0.09% 236 +1,664 7.98% Q4 2025 Feb 06, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 22,423 4,477 0.06% 0.07% 237 -1,804 -7.45% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 22,421 4,477 0.02% 0.02% 238 +1,280 6.05% Q4 2025 Feb 17, 2026
Geneos Wealth Management Inc. History Reduced 22,390 4,470 0.11% 0.11% 239 -196 -0.87% Q4 2025 Jan 28, 2026
Laurel Wealth Advisors LLC History Added to 22,372 4,467 0.59% 0.61% 240 +210 0.95% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History Reduced 21,945 4,381 0.29% 0.3% 241 -415 -1.86% Q4 2025 Feb 20, 2026
MGO ONE SEVEN LLC History Reduced 21,801 4,353 0.09% 0.11% 242 -2,483 -10.22% Q4 2025 Feb 03, 2026
IFG Advisory, LLC History Reduced 21,690 4,331 0.19% 0.2% 243 -530 -2.39% Q4 2025 Feb 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 21,636 4,320 0.02% 0.02% 244 +2,474 12.91% Q4 2025 Feb 11, 2026
Ascent Group, LLC History Reduced 21,618 4,316 0.15% 0.16% 245 -945 -4.19% Q4 2025 Jan 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 21,543 4,301 0.05% 0.05% 246 +28 0.13% Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Reduced 21,515 4,296 0.07% 0.11% 247 -9,432 -30.48% Q4 2025 Jan 22, 2026
Meridian Wealth Management, LLC History Reduced 21,419 4,276 0.15% 0.17% 248 -759 -3.42% Q4 2025 Feb 04, 2026
FORTE ASSET MANAGEMENT LLC History Reduced 21,133 4,219 1.92% 1.99% 249 -12 -0.06% Q4 2025 Jan 16, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 20,358 4,065 0.05% 0.05% 250 +2,947 16.93% Q4 2025 Jan 30, 2026
Acropolis Investment Management, LLC History Reduced 20,338 4,061 0.18% 0.18% 251 -355 -1.72% Q4 2025 Jan 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 20,240 4,040 0.01% 0.01% 252 -1,033 -4.86% Q4 2025 Feb 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 20,033 4,000 0.13% 0.13% 253 0 0.0% Q4 2025 Feb 11, 2026
CreativeOne Wealth, LLC History Added to 19,888 3,971 0.1% 0.08% 254 +2,148 12.11% Q4 2025 Feb 13, 2026
Cypress Wealth Services, LLC History Reduced 19,848 3,963 0.55% 0.7% 255 -2,048 -9.35% Q4 2025 Jan 14, 2026
WEALTH ALLIANCE, LLC History Added to 19,823 3,958 0.39% 0.39% 256 +344 1.77% Q4 2025 Feb 13, 2026
TSA Wealth Managment LLC History Added to 19,656 3,924 1.3% 1.28% 257 +403 2.09% Q4 2025 Jan 22, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 19,436 3,881 0.05% 0.05% 258 -125 -0.64% Q4 2025 Feb 10, 2026
Midwest Trust Co History Reduced 19,365 3,866 0.05% 0.05% 259 -91 -0.47% Q4 2025 Feb 04, 2026
Sowell Financial Services LLC History Added to 19,194 3,832 0.14% 0.14% 260 +184 0.97% Q4 2025 Jan 21, 2026
May Hill Capital, LLC History Added to 19,182 3,830 0.5% 0.55% 261 +9,675 101.77% Q4 2025 Feb 05, 2026
Secure Asset Management, LLC History Reduced 19,129 3,819 0.6% 0.71% 262 -2,578 -11.88% Q4 2025 Jan 20, 2026
PINNACLE ASSOCIATES LTD History Reduced 18,847 3,763 0.05% 0.05% 263 -200 -1.05% Q4 2025 Feb 05, 2026
Stonebrook Private Inc. History Reduced 18,830 3,759 0.79% 0.84% 264 -1,006 -5.07% Q4 2025 Feb 11, 2026
Lakeshore Financial Planning, Inc. History Added to 18,751 3,743 1.34% 1.11% 265 +3,508 23.01% Q4 2025 Feb 17, 2026
Amundi History Reduced 18,648 3,723 0.0% 0.0% 266 -4,878 -20.73% Q4 2025 Feb 17, 2026
Horst & Graben Wealth Management LLC History Reduced 18,443 3,682 0.56% 0.56% 267 -281 -1.5% Q4 2025 Jan 27, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 18,331 3,660 0.0% 0.0% 268 +2,390 14.99% Q4 2025 Feb 17, 2026
Lifestyle Asset Management, Inc. History Added to 18,246 3,643 1.19% 0.91% 269 +4,705 34.75% Q4 2025 Feb 11, 2026
Connecticut Wealth Management, LLC History No change 18,232 3,640 0.16% 0.16% 270 0 0.0% Q4 2025 Feb 12, 2026
Joel Isaacson & Co., LLC History Added to 18,138 3,621 0.12% 0.11% 271 +2,340 14.81% Q4 2025 Jan 30, 2026
Caprock Group, LLC History Added to 18,134 3,620 0.08% 0.08% 272 +249 1.39% Q4 2025 Jan 28, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 17,990 3,592 1.06% 1.1% 273 -123 -0.68% Q4 2025 Jan 21, 2026
Sovran Advisors, LLC History Reduced 17,881 3,574 0.3% 0.33% 274 -234 -1.29% Q4 2025 Jan 20, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 17,854 3,565 0.02% 0.02% 275 -3 -0.02% Q4 2025 Jan 13, 2026
Quest 10 Wealth Builders, Inc. History Reduced 17,853 3,564 3.19% 3.25% 276 -167 -0.93% Q4 2025 Jan 29, 2026
Tennessee Valley Asset Management Partners History Added to 17,697 3,533 0.46% 0.4% 277 +2,750 18.4% Q4 2025 Feb 05, 2026
Arete Wealth Advisors, LLC History Added to 17,684 3,531 0.21% 0.06% 278 +12,586 246.88% Q4 2025 Feb 13, 2026
TRUE Private Wealth Advisors History Added to 17,554 3,505 0.35% 0.23% 279 +5,944 51.2% Q4 2025 Feb 13, 2026
Snowden Capital Advisors LLC History Reduced 17,530 3,500 0.09% 0.11% 280 -2,391 -12.0% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 17,512 3,496 0.36% 0.35% 281 +854 5.13% Q4 2025 Jan 29, 2026
Mosley Wealth Management History New 17,302 3,475 1.59% — 282 +17,302 New Q4 2025 Feb 12, 2026
RFG Advisory, LLC History Added to 17,267 3,447 0.06% 0.07% 284 +530 3.17% Q4 2025 Feb 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 17,267 3,447 0.19% 0.2% 283 -335 -1.9% Q4 2025 Jan 13, 2026
Glenview Trust Co History Added to 17,120 3,418 0.05% 0.04% 285 +3,454 25.27% Q4 2025 Feb 09, 2026
Matthew Goff Investment Advisor, LLC History Reduced 17,111 3,416 0.61% 0.59% 286 -593 -3.35% Q4 2025 Jan 14, 2026
HB Wealth Management, LLC History Added to 17,101 3,414 0.02% 0.02% 287 +388 2.32% Q4 2025 Jan 28, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 16,967 3,387 0.6% 0.69% 288 -1,357 -7.41% Q4 2025 Jan 21, 2026
Haverford Trust Co History No change 16,784 3,351 0.03% 0.03% 289 0 0.0% Q4 2025 Feb 13, 2026
FLAGSTAR ADVISORS INC History Reduced 16,710 3,336 1.12% 1.02% 290 -261 -1.54% Q4 2025 Jan 13, 2026
Terra Nova Asset Management LLC History Reduced 16,488 3,292 2.17% 2.04% 291 -64 -0.39% Q4 2025 Jan 14, 2026
CHOREO, LLC History Reduced 16,145 3,253 0.04% 0.05% 292 -1,509 -8.55% Q4 2025 Jan 23, 2026
Ayalon Insurance Comp Ltd. History No change 16,230 3,241 0.79% 0.8% 293 0 0.0% Q4 2025 Jan 12, 2026
Balboa Wealth Partners History Reduced 16,094 3,213 0.53% 0.56% 294 -355 -2.16% Q4 2025 Jan 16, 2026
Mullooly Asset Management, Inc. History Reduced 15,989 3,192 1.17% 1.26% 295 -739 -4.42% Q4 2025 Feb 06, 2026
FIRST MANHATTAN CO. LLC. History Added to 15,916 3,178 0.01% 0.01% 296 +12 0.08% Q4 2025 Feb 17, 2026
Lakeridge Wealth Management LLC History Reduced 15,907 3,176 1.44% 1.51% 297 -1,488 -8.55% Q4 2025 Jan 07, 2026
FIRST UNITED BANK & TRUST History Reduced 15,816 3,158 1.01% 1.01% 298 -100 -0.63% Q4 2025 Jan 21, 2026
Wealthspire Advisors, LLC History Reduced 15,788 3,152 0.03% 0.04% 299 -20,876 -56.94% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Added to 15,750 3,144 0.0% 0.0% 300 +13,944 772.09% Q4 2025 Feb 13, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 15,708 3,136 0.25% 0.28% 301 -1,625 -9.38% Q4 2025 Feb 06, 2026
Tyche Wealth Partners LLC History Reduced 15,702 3,135 0.5% 0.57% 302 -889 -5.36% Q4 2025 Jan 23, 2026
PROMETHIUM ADVISORS,LLC History Reduced 15,658 3,126 1.69% 1.76% 303 -27 -0.17% Q4 2025 Feb 12, 2026
Activest Wealth Management History Added to 15,615 3,118 0.58% 0.05% 304 +14,455 1246.12% Q4 2025 Jan 30, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 15,487 3,092 0.2% 0.17% 305 +1,997 14.8% Q4 2025 Feb 17, 2026
Regal Investment Advisors LLC History Reduced 15,451 3,085 0.18% 0.2% 306 -479 -3.01% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Reduced 15,440 3,083 0.01% 0.01% 307 -564 -3.52% Q4 2025 Feb 17, 2026
Integrity Advisory Solutions, LLC History Added to 15,355 3,066 0.44% 0.46% 308 +572 3.87% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Reduced 15,298 3,054 0.02% 0.03% 309 -160 -1.04% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Reduced 15,272 3,049 0.14% 0.34% 310 -18,180 -54.35% Q4 2025 Jan 26, 2026
Brookstone Capital Management History Reduced 15,233 3,041 0.03% 0.04% 311 -623 -3.93% Q4 2025 Jan 15, 2026
MMBG INVESTMENT ADVISORS CO. History Reduced 15,206 3,036 0.26% 0.32% 312 -3,479 -18.62% Q4 2025 Feb 09, 2026
NWAM LLC History Reduced 15,192 3,035 0.17% 0.18% 313 -2,002 -11.64% Q4 2025 Feb 04, 2026
Leeward Financial Partners, LLC History Reduced 15,002 2,995 0.84% 0.86% 314 -450 -2.91% Q4 2025 Feb 09, 2026
W ADVISORS, LLC History Reduced 14,937 2,982 1.5% 1.55% 315 -89 -0.59% Q4 2025 Feb 13, 2026
Second Half Financial Partners, LLC History No change 14,855 2,966 1.32% 1.28% 316 0 0.0% Q4 2025 Jan 26, 2026
DUNCKER STREETT & CO INC History Reduced 14,853 2,965 0.53% 0.51% 317 -200 -1.33% Q4 2025 Jan 27, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 14,786 2,952 0.92% 0.94% 318 +305 2.11% Q4 2025 Jan 12, 2026
VestGen Advisors, LLC History Reduced 14,729 2,941 0.13% 0.1% 319 -996 -6.33% Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Reduced 14,711 2,937 0.25% 0.24% 320 -97 -0.66% Q4 2025 Feb 13, 2026
Adams Wealth Management History Reduced 14,344 2,864 0.61% 0.63% 321 -775 -5.13% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 14,344 2,864 0.53% 0.6% 322 -775 -5.13% Q4 2025 Feb 18, 2026
BENJAMIN EDWARDS INC History Added to 14,320 2,861 0.03% 0.03% 323 +1,174 8.93% Q4 2025 Feb 02, 2026
Tempus Wealth Planning, LLC History Reduced 14,154 2,826 0.65% 0.65% 324 -384 -2.64% Q4 2025 Jan 16, 2026
World Investment Advisors History Added to 14,127 2,820 0.05% 0.03% 325 +6,461 84.28% Q4 2025 Mar 12, 2026
Lakeshore Capital Group, Inc. History Reduced 13,880 2,771 2.22% 2.22% 326 -196 -1.39% Q4 2025 Jan 21, 2026
CENTAURUS FINANCIAL, INC. History Added to 13,851 2,766 0.13% 0.13% 327 +94 0.68% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 13,701 2,735 0.02% 0.02% 328 +631 4.83% Q4 2025 Feb 18, 2026
Western Wealth Management, LLC History Reduced 13,636 2,722 0.13% 0.15% 329 -911 -6.26% Q4 2025 Feb 05, 2026
KKM Financial LLC History Reduced 13,505 2,696 0.48% 0.87% 331 -689 -4.85% Q4 2025 Feb 18, 2026
Eagle Strategies LLC History Added to 13,503 2,696 0.34% 0.35% 330 +36 0.27% Q4 2025 Jan 23, 2026
Conservest Capital Advisors, Inc. History Reduced 13,496 2,694 0.24% 0.27% 332 -1,169 -7.97% Q4 2025 Feb 12, 2026
Roof Eidam Maycock Peralta, LLC History No change 13,408 2,677 0.61% 0.64% 333 0 0.0% Q4 2025 Jan 26, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 13,258 2,671 0.18% 0.17% 334 +1,660 14.31% Q4 2025 Jan 15, 2026
LVW Advisors, LLC History Reduced 13,362 2,668 0.27% 0.27% 335 -44 -0.33% Q4 2025 Jan 14, 2026
Savant Capital, LLC History Added to 13,327 2,661 0.02% 0.02% 336 +615 4.84% Q4 2025 Feb 10, 2026
ONE Advisory Partners, LLC History Reduced 13,234 2,642 0.8% 0.87% 337 -1,186 -8.22% Q4 2025 Jan 12, 2026
LongView Wealth Management History Reduced 12,991 2,629 0.63% 0.7% 338 -238 -1.8% Q4 2025 Jan 13, 2026
USA FINANCIAL FORMULAS History Reduced 13,126 2,621 0.48% 0.52% 339 -2,075 -13.65% Q4 2025 Jan 14, 2026
WADDELL & ASSOCIATES, LLC History No change 13,098 2,615 0.18% 0.22% 340 0 0.0% Q4 2025 Feb 11, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 13,079 2,611 0.56% 0.11% 341 +11,389 673.91% Q4 2025 Feb 12, 2026
Mayflower Financial Advisors, LLC History Added to 13,075 2,610 0.32% 0.32% 342 +173 1.34% Q4 2025 Jan 13, 2026
Concorde Asset Management, LLC History Reduced 12,909 2,577 1.03% 1.13% 343 -778 -5.68% Q4 2025 Feb 13, 2026
EVOLVE PRIVATE WEALTH, LLC History New 12,896 2,575 0.15% — 344 +12,896 New Q4 2025 Feb 17, 2026
Montis Financial, LLC History Reduced 12,873 2,570 0.51% 0.59% 345 -257 -1.96% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Added to 12,805 2,556 0.04% 0.03% 346 +1,115 9.54% Q4 2025 Feb 13, 2026
Financial Perspectives, Inc History Added to 12,796 2,555 0.69% 0.69% 347 +135 1.07% Q4 2025 Jan 28, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 12,703 2,536 0.14% 0.14% 348 +746 6.24% Q4 2025 Feb 04, 2026
M1 Capital Management LLC History Reduced 12,676 2,531 1.06% 1.18% 349 -1,331 -9.5% Q4 2025 Feb 13, 2026
Keystone Wealth Services, LLC History Reduced 12,646 2,525 0.53% 0.56% 350 -458 -3.5% Q4 2025 Jan 26, 2026
LRI Investments, LLC History No change 12,465 2,489 0.2% 0.2% 351 0 0.0% Q4 2025 Feb 04, 2026
Allworth Financial LP History New 12,319 2,459 0.01% — 352 +12,319 New Q4 2025 Feb 05, 2026
STOCK YARDS BANK & TRUST CO History Added to 12,216 2,439 0.07% 0.07% 353 +39 0.32% Q4 2025 Jan 21, 2026
BridgePort Financial Solutions, LLC History Reduced 12,158 2,427 0.65% 0.7% 354 -1,105 -8.33% Q4 2025 Jan 16, 2026
Cyndeo Wealth Partners, LLC History Added to 12,073 2,410 0.13% 0.11% 355 +1,575 15.0% Q4 2025 Jan 07, 2026
Ballew Advisors, Inc History Reduced 11,792 2,380 1.34% 1.32% 356 -383 -3.15% Q4 2025 Jan 14, 2026
TD Waterhouse Canada Inc. History Added to 11,812 2,357 0.01% 0.01% 357 +1,347 12.87% Q4 2025 Jan 27, 2026
BEACON FINANCIAL GROUP History New 11,776 2,351 0.23% — 358 +11,776 New Q4 2025 Apr 01, 2026
Bragg Financial Advisors, Inc History No change 11,694 2,335 0.08% 0.08% 359 0 0.0% Q4 2025 Feb 13, 2026
Principle Wealth Partners LLC History Reduced 11,548 2,305 0.13% 0.13% 360 -40 -0.35% Q4 2025 Feb 06, 2026
Outlook Wealth Advisors, LLC History Reduced 11,487 2,293 0.52% 0.59% 361 -507 -4.23% Q4 2025 Feb 11, 2026
EWA, LLC History Added to 11,414 2,279 0.56% 0.58% 362 +786 7.4% Q4 2025 Feb 03, 2026
IBEX WEALTH ADVISORS History Added to 11,410 2,278 0.22% 0.14% 363 +4,178 57.77% Q4 2025 Feb 17, 2026
Legacy Private Trust Co. History Reduced 11,362 2,268 0.13% 0.13% 364 -184 -1.59% Q4 2025 Jan 08, 2026
Clear Creek Financial Management, LLC History Reduced 11,342 2,264 0.18% 0.2% 365 -500 -4.22% Q4 2025 Jan 23, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 11,331 2,262 0.35% 0.36% 366 -348 -2.98% Q4 2025 Jan 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 11,211 2,238 0.1% 0.1% 367 -130 -1.15% Q4 2025 Feb 17, 2026
Dale Q Rice Investment Management Ltd History Reduced 11,199 2,236 1.6% 1.59% 368 -26 -0.23% Q4 2025 Jan 30, 2026
EQ LLC History Added to 11,100 2,216 0.64% 0.72% 369 +319 2.96% Q4 2025 Feb 10, 2026
Nova Wealth Management, Inc. History Reduced 11,075 2,211 1.52% 1.53% 370 -36 -0.32% Q4 2025 Jan 14, 2026
SeaCrest Wealth Management, LLC History Added to 10,896 2,207 0.22% 0.22% 371 +437 4.18% Q4 2025 Jan 12, 2026
Apollon Financial, LLC History Added to 10,944 2,185 0.32% 0.35% 372 +241 2.25% Q4 2025 Jan 22, 2026
West Wealth Group, LLC History Reduced 10,886 2,173 0.45% 0.5% 373 -510 -4.48% Q4 2025 Jan 26, 2026
AdvisorNet Financial, Inc History Added to 10,870 2,170 0.12% 0.11% 374 +606 5.9% Q4 2025 Jan 20, 2026
WealthCare Investment Partners, LLC History Reduced 10,855 2,169 0.63% 0.71% 375 -290 -2.6% Q4 2025 Jan 06, 2026
D.A. DAVIDSON & CO. History Reduced 10,780 2,152 0.01% 0.01% 376 -182 -1.66% Q4 2025 Jan 29, 2026
Magnus Financial Group LLC History Added to 10,707 2,137 0.16% 0.16% 377 +114 1.08% Q4 2025 Jan 07, 2026
Canvas Wealth Advisors, LLC History No change 10,702 2,136 0.36% 0.38% 378 0 0.0% Q4 2025 Jan 12, 2026
Apella Capital, LLC History New 10,656 2,127 0.04% — 379 +10,656 New Q4 2025 Jan 21, 2026
Castle Rock Wealth Management, LLC History Added to 10,989 2,123 0.46% 0.47% 380 +282 2.63% Q4 2025 Feb 05, 2026
Kovack Advisors, Inc. History Added to 10,622 2,120 0.1% 0.09% 381 +5,564 110.0% Q4 2025 Feb 17, 2026
Allen Investment Management, LLC History Added to 10,606 2,117 0.02% 0.01% 382 +5,142 94.11% Q4 2025 Feb 10, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 10,571 2,110 0.25% 0.26% 383 +152 1.46% Q4 2025 Jan 26, 2026
Wealth Quarterback LLC History Reduced 10,500 2,096 0.75% 1.49% 384 -9,147 -46.56% Q4 2025 Jan 15, 2026
Coastal Bridge Advisors, LLC History Reduced 10,487 2,094 0.16% 0.16% 385 -75 -0.71% Q4 2025 Feb 18, 2026
SONATA CAPITAL GROUP INC History No change 10,480 2,092 0.76% 0.76% 386 0 0.0% Q4 2025 Jan 26, 2026
NCM Capital Management, LLC History Added to 10,472 2,090 0.78% 0.78% 387 +201 1.96% Q4 2025 Mar 02, 2026
Global Financial Private Client, LLC History No change 10,464 2,089 0.73% 0.73% 388 0 0.0% Q4 2025 Jan 27, 2026
Montz Harcus Wealth Management LLC History Added to 10,453 2,087 0.85% 0.89% 389 +64 0.62% Q4 2025 Jan 22, 2026
Redwood Financial Network Corp History Added to 10,307 2,058 1.31% 1.21% 390 +554 5.68% Q4 2025 Feb 10, 2026
LiftPoint Family Wealth Advisors LLC History New 10,280 2,052 1.75% — 391 +10,280 New Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History No change 10,273 2,051 0.12% 0.12% 392 0 0.0% Q4 2025 Feb 03, 2026
WESBANCO BANK INC History Reduced 10,216 2,039 0.06% 0.06% 393 -149 -1.44% Q4 2025 Feb 03, 2026
Wealthspire Retirement, LLC History Reduced 10,132 2,023 0.12% 0.13% 394 -18 -0.18% Q4 2025 Feb 18, 2026
AlphaCore Capital LLC History Added to 10,108 2,018 0.05% 0.02% 395 +7,542 293.92% Q4 2025 Feb 05, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 10,100 2,016 0.0% 0.0% 396 -6,900 -40.59% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Reduced 9,996 1,996 0.03% 0.02% 397 -236 -2.31% Q4 2025 Feb 02, 2026
Visionary Wealth Advisors History Added to 9,989 1,994 0.09% 0.09% 398 +1 0.01% Q4 2025 Feb 13, 2026
Csenge Advisory Group History Reduced 9,903 1,977 0.09% 0.09% 399 -181 -1.79% Q4 2025 Feb 06, 2026
Focus Partners Advisor Solutions, LLC History Added to 9,888 1,974 0.02% 0.01% 400 +6,061 158.37% Q4 2025 Feb 11, 2026
Maltin Wealth Management, Inc. History Reduced 9,832 1,963 0.78% 0.81% 401 -132 -1.32% Q4 2025 Jan 15, 2026
Northside Capital Management, LLC History No change 9,800 1,956 0.17% 0.18% 402 0 0.0% Q4 2025 Jan 07, 2026
Kelly Financial Services LLC History Reduced 9,705 1,937 0.49% 0.62% 403 -2,423 -19.98% Q4 2025 Jan 13, 2026
Aptus Capital Advisors, LLC History Added to 9,670 1,930 0.01% 0.01% 404 +437 4.73% Q4 2025 Feb 13, 2026
Maia Wealth LLC History Reduced 10,078 1,922 0.33% 0.37% 405 -613 -5.73% Q4 2025 Feb 17, 2026
BOSTON FAMILY OFFICE LLC History No change 9,500 1,897 0.12% 0.12% 406 0 0.0% Q4 2025 Feb 13, 2026
High Falls Advisors, Inc History Reduced 9,487 1,894 0.38% 0.55% 408 -4,077 -30.06% Q4 2025 Feb 18, 2026
WESTBOURNE INVESTMENTS, INC. History Reduced 9,487 1,894 0.88% 0.99% 407 -456 -4.59% Q4 2025 Jan 22, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 9,444 1,885 0.23% 0.24% 409 -188 -1.95% Q4 2025 Jan 07, 2026
Advisory Alpha, LLC History Reduced 9,405 1,878 0.05% 0.06% 410 -1,557 -14.2% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 9,355 1,868 0.13% 0.09% 411 +3,180 51.5% Q4 2025 Feb 03, 2026
Aviance Capital Partners, LLC History Reduced 9,347 1,866 0.22% 0.22% 412 -120 -1.27% Q4 2025 Feb 06, 2026
Ridgeline Wealth, LLC History Reduced 9,340 1,864 1.29% 1.41% 413 -410 -4.21% Q4 2025 Jan 08, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 9,329 1,862 0.62% 2.2% 415 -22,228 -70.44% Q4 2025 Jan 27, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 9,327 1,862 0.18% 0.18% 414 -24 -0.26% Q4 2025 Feb 17, 2026
HCR Wealth Advisors History Reduced 9,214 1,840 0.18% 0.19% 416 -15 -0.16% Q4 2025 Jan 27, 2026
Apeiron RIA LLC History Reduced 9,211 1,838 0.37% 0.7% 417 -6,550 -41.56% Q4 2025 Feb 03, 2026
MERIDIAN MANAGEMENT CO History No change 9,200 1,837 0.45% 0.48% 418 0 0.0% Q4 2025 Feb 10, 2026
Wallace Hart LLC History Added to 9,175 1,832 1.35% 0.28% 420 +7,203 365.26% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 9,177 1,832 0.02% 0.02% 419 -1,175 -11.35% Q4 2025 Jan 16, 2026
RWA WEALTH PARTNERS, LLC History Reduced 9,146 1,826 0.02% 0.02% 421 -145 -1.56% Q4 2025 Feb 12, 2026
FIRST NATIONAL TRUST CO History Reduced 9,101 1,817 0.06% 0.06% 422 -507 -5.28% Q4 2025 Feb 09, 2026
ShoreHaven Wealth Partners, LLC History New 8,985 1,794 0.64% — 423 +8,985 New Q4 2025 Feb 10, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 8,943 1,785 0.62% 0.98% 424 -4,752 -34.7% Q4 2025 Jan 27, 2026
Modern Wealth Management, LLC History Added to 8,937 1,784 0.03% 0.02% 425 +3,642 68.78% Q4 2025 Feb 17, 2026
CX Institutional History Added to 8,810 1,759 0.05% 0.05% 426 +240 2.8% Q4 2025 Feb 02, 2026
Catalina Capital Group, LLC History Reduced 8,761 1,749 1.06% 1.23% 427 -1,496 -14.59% Q4 2025 Jan 16, 2026
Fulcrum Equity Management History Reduced 8,744 1,745 1.67% 2.58% 428 -4,278 -32.85% Q4 2025 Jan 06, 2026
DAVENPORT & Co LLC History Reduced 8,681 1,733 0.01% 0.01% 429 -66 -0.75% Q4 2025 Jan 12, 2026
Sharkey, Howes & Javer History Added to 8,670 1,731 0.22% 0.22% 430 +100 1.17% Q4 2025 Jan 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 8,628 1,722 0.01% 0.04% 431 -17,085 -66.44% Q4 2025 Feb 12, 2026
GUIDANCE CAPITAL, INC History Added to 8,655 1,721 0.42% 0.45% 432 +70 0.82% Q4 2025 Jan 23, 2026
Chesley Taft & Associates LLC History Reduced 8,606 1,718 0.07% 0.08% 433 -954 -9.98% Q4 2025 Jan 14, 2026
Fifth Third Wealth Advisors LLC History Reduced 8,584 1,714 0.06% 0.07% 434 -922 -9.7% Q4 2025 Jan 15, 2026
Investment Advisory Group, LLC History Added to 8,541 1,705 0.44% 0.43% 435 +387 4.75% Q4 2025 Jan 23, 2026
Aprio Wealth Management, LLC History Reduced 7,055 1,704 0.1% 0.14% 436 -121 -1.69% Q4 2025 Jan 29, 2026
Quadrant Private Wealth Management, LLC History Added to 8,531 1,703 0.28% 0.3% 437 +60 0.71% Q4 2025 Jan 26, 2026
Vivaldi Capital Management LP History Reduced 8,528 1,702 0.23% 0.24% 438 -187 -2.15% Q4 2025 Feb 13, 2026
Balance Wealth, LLC History Reduced 8,481 1,693 0.54% 0.41% 439 -14 -0.16% Q4 2025 Jan 21, 2026
Lewis Asset Management, LLC History Reduced 8,477 1,692 0.69% 0.72% 440 -504 -5.61% Q4 2025 Jan 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 8,395 1,676 0.02% 0.02% 441 +409 5.12% Q4 2025 Feb 02, 2026
FRANKLIN RESOURCES INC History No change 8,334 1,664 0.0% 0.0% 442 0 0.0% Q4 2025 Feb 11, 2026
Austin Private Wealth, LLC History Reduced 8,331 1,663 0.12% 0.14% 443 -1,232 -12.88% Q4 2025 Jan 20, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 8,318 1,660 0.04% 0.05% 444 -108 -1.28% Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 8,306 1,658 0.04% 0.05% 445 -218 -2.56% Q4 2025 Feb 17, 2026
Intrepid Financial Planning Group LLC History Reduced 8,278 1,652 0.63% 0.62% 446 -4 -0.05% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 8,258 1,649 0.05% 0.05% 447 +1 0.01% Q4 2025 Jan 23, 2026
PRIVATE TRUST CO NA History Reduced 8,187 1,634 0.14% 0.14% 448 -174 -2.08% Q4 2025 Jan 26, 2026
Keystone Financial Services History Reduced 8,183 1,633 0.49% 2.19% 449 -27,890 -77.32% Q4 2025 Feb 12, 2026
Compass Financial Group, Inc. (Ohio) History New 8,170 1,631 1.19% — 450 +8,170 New Q4 2025 Mar 04, 2026
Avior Wealth Management, LLC History Added to 8,134 1,624 0.05% 0.04% 451 +1,104 15.7% Q4 2025 Jan 06, 2026
Meridian Wealth Advisors, LLC History Reduced 8,076 1,612 0.22% 0.24% 452 -630 -7.24% Q4 2025 Feb 17, 2026
Accel Wealth Management History Added to 8,066 1,610 0.44% 0.35% 453 +1,929 31.43% Q4 2025 Jan 20, 2026
Davis Wealth Advisors, LLC History New 8,029 1,603 1.33% — 454 +8,029 New Q4 2025 Feb 17, 2026
Bawa N Mallick Trust History No change 8,000 1,597 0.59% 0.59% 455 0 0.0% Q4 2025 Mar 12, 2026
Charter Oak Capital Management, LLC History Reduced 7,989 1,595 0.12% 0.14% 456 -1,054 -11.66% Q4 2025 Jan 23, 2026
Teucrium Investment Advisors, LLC History New 7,981 1,593 1.75% — 457 +7,981 New Q4 2025 Feb 17, 2026
Asempa Wealth Advisors History New 7,900 1,577 1.36% — 458 +7,900 New Q4 2025 Jan 08, 2026
Worth Asset Management, LLC History Added to 7,840 1,565 0.66% 0.24% 459 +5,097 185.82% Q4 2025 Jan 14, 2026
JB Capital LLC History Added to 7,837 1,564 0.06% 0.06% 460 +952 13.83% Q4 2025 Jan 20, 2026
Pallas Capital Advisors LLC History Added to 7,809 1,559 0.05% 0.04% 461 +2,311 42.03% Q4 2025 Jan 14, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 7,773 1,552 0.03% 0.01% 462 +5,925 320.62% Q4 2025 Feb 18, 2026
Wealthstar Advisors, LLC History Reduced 7,718 1,541 0.68% 1.42% 463 -10,690 -58.07% Q4 2025 Jan 30, 2026
Pinnacle Financial Partners, Inc. History New 7,618 1,521 0.01% — 464 +7,618 New Q4 2025 Feb 18, 2026
Empower Advisory Group, LLC History Added to 7,592 1,515 0.0% 0.0% 465 +2,334 44.39% Q4 2025 Feb 12, 2026
Venturi Wealth Management, LLC History Reduced 7,495 1,496 0.07% 0.07% 466 -196 -2.55% Q4 2025 Jan 22, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 7,470 1,491 0.09% 0.14% 467 -4,530 -37.75% Q4 2025 Feb 06, 2026
SAX WEALTH ADVISORS, LLC History Reduced 7,454 1,488 0.07% 0.08% 468 -74 -0.98% Q4 2025 Jan 12, 2026
Diversify Advisory Services, LLC History Reduced 7,420 1,483 0.05% 0.09% 469 -5,750 -43.66% Q4 2025 Jan 23, 2026
Vise Technologies, Inc. History Added to 7,352 1,468 0.03% 0.02% 470 +4,339 144.01% Q4 2025 Feb 11, 2026
Detalus Advisors, LLC History New 7,346 1,466 0.36% — 472 +7,346 New Q4 2025 Feb 03, 2026
Moors & Cabot, Inc. History Added to 7,343 1,466 0.06% 0.06% 471 +344 4.91% Q4 2025 Feb 10, 2026
Curi Capital, LLC History Added to 7,310 1,459 0.03% 0.02% 473 +455 6.64% Q4 2025 Feb 17, 2026
Kaydan Wealth Management, Inc. History No change 7,185 1,434 0.42% 0.4% 474 0 0.0% Q4 2025 Jan 12, 2026
KM Capital Management Ltd. History Added to 7,178 1,433 0.73% 0.13% 475 +5,713 389.97% Q4 2025 Feb 17, 2026
Rossby Financial, LCC History Reduced 7,176 1,432 0.44% 0.47% 476 -121 -1.66% Q4 2025 Feb 12, 2026
GLENMEDE TRUST CO NA History New 7,171 1,431 0.01% — 477 +7,171 New Q4 2025 Feb 17, 2026
American Institute for Advanced Investment Management, LLP History Added to 7,170 1,431 0.92% 0.86% 478 +437 6.49% Q4 2025 Feb 04, 2026
SAXON INTERESTS, INC. History Reduced 7,159 1,429 0.5% 0.54% 479 -380 -5.04% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 7,086 1,414 0.0% 0.0% 480 +5,369 312.7% Q4 2025 Feb 19, 2026
M3 Advisory Group, LLC History Reduced 6,972 1,392 0.85% 0.86% 481 -46 -0.66% Q4 2025 Jan 16, 2026
Shared Vision Wealth Group LLC History Reduced 6,917 1,391 0.56% 0.6% 482 -257 -3.58% Q4 2025 Feb 11, 2026
Wealthcare Advisory Partners LLC History Added to 6,962 1,390 0.03% 0.03% 483 +149 2.19% Q4 2025 Jan 14, 2026
CWA Asset Management Group, LLC History Added to 6,955 1,388 0.05% 0.05% 484 +50 0.72% Q4 2025 Jan 07, 2026
NBC SECURITIES, INC. History Added to 6,922 1,382 0.1% 0.1% 485 +29 0.42% Q4 2025 Jan 29, 2026
Greenspring Advisors, LLC History Added to 6,890 1,375 0.08% 0.06% 486 +5,089 282.57% Q4 2025 Feb 10, 2026
Westside Investment Management, Inc. History No change 6,852 1,368 0.22% 0.21% 487 0 0.0% Q4 2025 Jan 23, 2026
Stanich Group LLC History Added to 6,844 1,366 1.03% 0.82% 488 +5 0.07% Q4 2025 Jan 23, 2026
WEDBUSH SECURITIES INC History Reduced 6,793 1,356 0.04% 0.05% 489 -854 -11.17% Q4 2025 Feb 12, 2026
Aurora Private Wealth, Inc. History New 6,768 1,351 0.89% — 490 +6,768 New Q4 2025 Feb 02, 2026
Nikulski Financial, Inc. History Reduced 6,734 1,344 0.32% 0.4% 491 -1,464 -17.86% Q4 2025 Jan 15, 2026
First Western Trust Bank History No change 6,700 1,337 0.07% 0.06% 492 0 0.0% Q4 2025 Feb 12, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 6,680 1,333 0.45% 0.47% 493 0 0.0% Q4 2025 Jan 20, 2026
Olde Wealth Management, LLC History No change 6,667 1,331 0.41% 0.42% 494 0 0.0% Q4 2025 Feb 12, 2026
WILLNER & HELLER, LLC History Added to 6,613 1,320 0.95% 0.99% 495 +2 0.03% Q4 2025 Jan 12, 2026
LEE JOHNSON CAPITAL MANAGEMENT, LLC History Reduced 6,596 1,317 0.45% 0.46% 496 -463 -6.56% Q4 2025 Jan 12, 2026
PKS Advisory Services, LLC History Reduced 6,580 1,313 0.3% 0.27% 497 -65 -0.98% Q4 2025 Feb 02, 2026
Harborfront Financial Group LLC History New 6,561 1,310 9.75% — 498 +6,561 New Q4 2025 Feb 17, 2026
Yeomans Consulting Group, Inc. History Added to 6,529 1,303 0.38% 0.42% 499 +373 6.06% Q4 2025 Jan 07, 2026
BROOKTREE CAPITAL MANAGEMENT History Reduced 6,476 1,293 0.86% 0.84% 500 -270 -4.0% Q4 2025 Feb 02, 2026
Zhang Financial LLC History No change 6,454 1,288 0.05% 0.05% 501 0 0.0% Q4 2025 Feb 10, 2026
Essex Financial Services, Inc. History Reduced 6,449 1,287 0.07% 0.08% 502 -127 -1.93% Q4 2025 Feb 10, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 6,371 1,286 0.06% — 503 +6,371 New Q4 2025 Feb 03, 2026
KPP Advisory Services LLC History Reduced 6,402 1,278 0.19% 0.2% 504 -612 -8.73% Q4 2025 Feb 02, 2026
WealthPlan Investment Management, LLC History Reduced 6,383 1,274 0.08% 0.08% 505 -132 -2.03% Q4 2025 Feb 05, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 6,348 1,267 0.13% 0.15% 506 -400 -5.93% Q4 2025 Jan 09, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 6,305 1,258 0.42% 0.72% 507 -4,383 -41.01% Q4 2025 Feb 06, 2026
REDSTONE WEALTH MANAGEMENT, LLC History New 6,277 1,253 0.99% — 508 +6,277 New Q4 2025 Feb 09, 2026
Cooper Financial Group History Reduced 6,159 1,229 0.13% 0.15% 509 -568 -8.44% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Added to 6,148 1,227 0.02% 0.02% 510 +99 1.64% Q4 2025 Feb 09, 2026
Comprehensive Financial Planning, Inc./PA History Added to 6,135 1,225 0.81% 0.56% 511 +1,936 46.11% Q4 2025 Feb 11, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 6,126 1,223 0.08% 0.09% 512 +27 0.44% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 6,117 1,222 0.05% 0.04% 513 +1,108 22.12% Q4 2025 Feb 12, 2026
VICTORY FINANCIAL GROUP, LLC History New 6,100 1,218 0.15% — 515 +6,100 New Q4 2025 Jan 15, 2026
Hudson Portfolio Management LLC History Reduced 6,100 1,218 1.05% 1.12% 514 -335 -5.21% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Reduced 6,025 1,214 0.05% 0.31% 517 -19,404 -76.31% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 6,081 1,214 0.04% — 516 +6,081 New Q4 2025 Feb 13, 2026
Lavaca Capital LLC History Added to 6,059 1,209 0.2% 0.2% 518 +59 0.98% Q4 2025 Feb 13, 2026
Stratos Investment Management, LLC History Added to 6,026 1,203 0.05% 0.05% 519 +120 2.03% Q4 2025 Jan 20, 2026
Axecap Investments, LLC History Added to 5,993 1,196 0.74% 0.67% 521 +435 7.83% Q4 2025 Jan 29, 2026
Cassaday & Co Wealth Management LLC History No change 5,992 1,196 0.03% 0.03% 520 0 0.0% Q4 2025 Feb 03, 2026
Tradition Wealth Management, LLC History Reduced 5,913 1,180 0.08% 0.09% 522 -326 -5.23% Q4 2025 Feb 11, 2026
DAGCO, INC. History Added to 5,883 1,174 0.27% 0.26% 523 +533 9.96% Q4 2025 Jan 08, 2026
PARK NATIONAL CORP /OH/ History Reduced 5,850 1,168 0.04% 0.04% 524 -90 -1.52% Q4 2025 Jan 05, 2026
Stillwater Wealth Management Group History Reduced 5,850 1,168 0.79% 0.8% 525 -10 -0.17% Q4 2025 Jan 27, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 5,833 1,164 0.07% 0.07% 526 -36 -0.61% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 5,789 1,155 0.07% 0.08% 527 -768 -11.71% Q4 2025 Jan 23, 2026
Petix & Botte Co History Added to 5,774 1,152 0.26% 0.26% 528 +16 0.28% Q4 2025 Feb 05, 2026
MONTAG A & ASSOCIATES INC History Added to 5,767 1,151 0.05% 0.05% 529 +112 1.98% Q4 2025 Feb 02, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 5,730 1,144 0.09% 0.09% 530 +278 5.1% Q4 2025 Jan 07, 2026
CHAPIN DAVIS, INC. History No change 5,719 1,141 0.27% 0.27% 531 0 0.0% Q4 2025 Jan 30, 2026
Retirement Wealth Solutions LLC History Added to 5,712 1,140 0.72% 0.64% 532 +765 15.46% Q4 2025 Jan 07, 2026
Latitude Advisors, LLC History Reduced 5,686 1,135 0.5% 0.54% 533 -357 -5.91% Q4 2025 Jan 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 5,683 1,134 0.0% 0.0% 534 +232 4.26% Q4 2025 Feb 11, 2026
GREENLEAF TRUST History Reduced 5,657 1,129 0.01% 0.01% 535 -58 -1.01% Q4 2025 Jan 21, 2026
Riverview Capital Advisers, LLC History No change 9,834 1,129 0.34% 0.33% 536 0 0.0% Q4 2025 Feb 17, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 5,629 1,124 0.61% 0.93% 537 -2,800 -33.22% Q4 2025 Feb 05, 2026
Stone House Investment Management, LLC History Reduced 5,621 1,122 0.17% 0.23% 538 -1,246 -18.14% Q4 2025 Jan 21, 2026
Yukon Wealth Management, Inc. History Reduced 5,874 1,118 0.64% 0.45% 539 -1,080 -15.53% Q4 2025 Feb 10, 2026
MKT Advisors LLC History Added to 5,530 1,108 0.38% 0.39% 540 +153 2.85% Q4 2025 Jan 08, 2026
COURIER CAPITAL LLC History No change 5,459 1,090 0.06% 0.06% 541 0 0.0% Q4 2025 Jan 29, 2026
GRANVILLE CAPITAL, INC. History New 5,449 1,087 0.58% — 542 +5,449 New Q4 2025 Feb 13, 2026
Howard Capital Management Inc. History Added to 5,442 1,086 0.01% 0.01% 543 +39 0.72% Q4 2025 Jan 23, 2026
NORTHLAND SECURITIES, INC. History New 5,417 1,081 1.04% — 544 +5,417 New Q4 2025 Jan 23, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 5,413 1,080 0.4% 0.47% 545 -651 -10.74% Q4 2025 Jan 08, 2026
Symphony Financial Services, Inc. History Added to 5,383 1,074 0.55% 0.52% 546 +439 8.88% Q4 2025 Feb 12, 2026
Fortis Group Advisors, LLC History Added to 5,404 1,072 0.18% 0.19% 547 +1 0.02% Q4 2025 Feb 06, 2026
Tactive Advisors, LLC History Reduced 5,368 1,071 0.31% 0.31% 548 -195 -3.51% Q4 2025 Jan 09, 2026
Unified Investment Management History Reduced 5,345 1,067 1.07% 1.13% 549 -450 -7.77% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History Reduced 5,304 1,059 0.08% 0.1% 550 -149 -2.73% Q4 2025 Jan 28, 2026
REGIMEN WEALTH, LLC History Reduced 5,293 1,056 0.31% 0.31% 551 -70 -1.31% Q4 2025 Feb 09, 2026
Capital Investment Advisory Services, LLC History Added to 5,284 1,055 0.07% 0.08% 552 +195 3.83% Q4 2025 Jan 21, 2026
Biondo Investment Advisors, LLC History Added to 5,278 1,053 0.13% 0.13% 553 +83 1.6% Q4 2025 Feb 13, 2026
Concord Wealth Partners History Reduced 5,254 1,049 0.14% 0.14% 554 -103 -1.92% Q4 2025 Jan 29, 2026
Palumbo Wealth Management LLC History New 5,200 1,038 0.26% — 555 +5,200 New Q4 2025 Jan 21, 2026
UNIVEST FINANCIAL Corp History Reduced 5,191 1,036 0.05% 0.06% 556 -6 -0.12% Q4 2025 Feb 04, 2026
Buck Wealth Strategies, LLC History Reduced 5,108 1,019 0.13% 0.17% 557 -1,352 -20.93% Q4 2025 Feb 03, 2026
Dakota Wealth Management History Reduced 5,075 1,013 0.02% 0.02% 558 -364 -6.69% Q4 2025 Jan 13, 2026
LANE BROTHERS & CO INC History New 5,070 1,012 0.73% — 559 +5,070 New Q4 2025 Mar 13, 2026
Retirement Planning Group, LLC History Added to 5,048 1,007 0.03% 0.03% 560 +1,176 30.37% Q4 2025 Feb 03, 2026
PENOBSCOT WEALTH MANAGEMENT History Reduced 5,045 1,007 0.31% 0.32% 561 -37 -0.73% Q4 2025 Feb 12, 2026
Choate Investment Advisors History No change 4,950 988 0.02% 0.02% 562 0 0.0% Q4 2025 Feb 09, 2026
Cornerstone Wealth Group, LLC History Added to 4,875 973 0.07% 0.06% 563 +370 8.21% Q4 2025 Jan 26, 2026
Rede Wealth, LLC History New 4,868 972 0.34% — 564 +4,868 New Q4 2025 Jan 23, 2026
FAS Wealth Partners, Inc. History Reduced 4,865 971 0.06% 0.08% 565 -989 -16.89% Q4 2025 Feb 18, 2026
SIERRA SUMMIT ADVISORS LLC History No change 4,812 960 0.15% 0.14% 566 0 0.0% Q4 2025 Feb 06, 2026
Lighthouse Financial LLC History Reduced 4,790 956 0.62% 0.68% 568 -500 -9.45% Q4 2025 Feb 17, 2026
ROMAN BUTLER FULLERTON & CO History Added to 4,807 956 0.25% 0.27% 567 +1 0.02% Q4 2025 Jan 26, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 4,768 952 0.16% — 569 +4,768 New Q4 2025 Feb 12, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 4,749 948 0.3% 0.3% 570 +173 3.78% Q4 2025 Jan 07, 2026
Triad Wealth Partners, LLC History Added to 4,718 942 0.09% 0.11% 571 +452 10.6% Q4 2025 Jan 22, 2026
Occidental Asset Management, LLC History Reduced 4,646 927 0.11% 0.12% 572 -214 -4.4% Q4 2025 Jan 08, 2026
Gen-Wealth Partners Inc History Added to 4,633 925 0.3% 0.27% 573 +570 14.03% Q4 2025 Feb 13, 2026
Bedminster, LLC History New 4,630 924 0.85% — 575 +4,630 New Q4 2025 Feb 05, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 4,632 924 0.14% 0.16% 574 +100 2.21% Q4 2025 Jan 29, 2026
Eddie Patel Inc History New 4,623 923 0.69% — 576 +4,623 New Q4 2025 Feb 17, 2026
BURNS J W & CO INC/NY History No change 4,620 922 0.1% 0.1% 577 0 0.0% Q4 2025 Jan 12, 2026
Russell Investments Group, Ltd. History Added to 4,595 917 0.0% 0.0% 578 +1,265 37.99% Q4 2025 Feb 17, 2026
NAVELLIER & ASSOCIATES INC History Reduced 4,586 915 0.1% 0.17% 579 -3,957 -46.32% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 4,581 914 0.02% 0.02% 580 -9 -0.2% Q4 2025 Feb 05, 2026
Mainstream Capital Management LLC History Reduced 4,555 909 0.6% 0.64% 581 -347 -7.08% Q4 2025 Jan 21, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 4,549 908 0.31% 0.33% 582 -7 -0.15% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Reduced 4,535 905 0.01% 0.01% 583 -181 -3.84% Q4 2025 Feb 09, 2026
Sequoia Financial Advisors, LLC History Added to 4,495 897 0.01% 0.01% 584 +36 0.81% Q4 2025 Feb 03, 2026
Signet Private Wealth LLC History New 4,405 879 0.84% — 585 +4,405 New Q4 2025 Feb 11, 2026
CrossGen Wealth, LLC History New 4,405 879 0.77% — 586 +4,405 New Q4 2025 Feb 19, 2026
Affiance Financial, LLC History Reduced 4,400 878 0.14% 0.17% 587 -400 -8.33% Q4 2025 Jan 21, 2026
Orange Investment Advisors, Inc. History Reduced 4,370 872 0.1% 0.09% 588 -70 -1.58% Q4 2025 Feb 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 4,356 869 0.0% — 589 +4,356 New Q4 2025 Feb 13, 2026
WealthShield Partners, LLC History Reduced 4,345 867 0.1% 0.1% 590 -171 -3.79% Q4 2025 Feb 03, 2026
Gladstone Institutional Advisory LLC History Reduced 4,341 866 0.03% 0.06% 591 -4,195 -49.14% Q4 2025 Feb 17, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 4,323 863 0.3% 0.08% 592 +4,123 2061.5% Q4 2025 Jan 20, 2026
Kesler, Norman & Wride, LLC History Reduced 4,327 863 0.15% 0.16% 593 -861 -16.6% Q4 2025 Feb 10, 2026
Interchange Capital Partners, LLC History Reduced 4,321 862 0.16% 0.18% 595 -460 -9.62% Q4 2025 Jan 30, 2026
Financial Engines Advisors L.L.C. History Reduced 4,321 862 0.0% 0.0% 594 -3 -0.07% Q4 2025 Feb 12, 2026
WARNER FINANCIAL, INC History No change 4,313 861 0.3% 0.32% 596 0 0.0% Q4 2025 Jan 21, 2026
SPINNAKER TRUST History Reduced 4,286 855 0.05% 0.05% 597 -253 -5.57% Q4 2025 Feb 10, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 4,263 851 0.62% 0.61% 598 -22 -0.51% Q4 2025 Feb 12, 2026
Hilltop Holdings Inc. History Reduced 4,234 845 0.05% 0.05% 599 -805 -15.98% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 4,152 829 0.04% 0.05% 600 +135 3.36% Q4 2025 Feb 10, 2026
Advance Capital Management, Inc. History No change 4,137 826 0.04% 0.04% 601 0 0.0% Q4 2025 Jan 06, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 4,127 824 0.02% 0.02% 602 -411 -9.06% Q4 2025 Feb 03, 2026
WT Wealth Management History Added to 4,122 823 0.24% 0.22% 603 +276 7.18% Q4 2025 Feb 02, 2026
Asset Dedication, LLC History No change 4,120 822 0.05% 0.05% 604 0 0.0% Q4 2025 Jan 26, 2026
Spectrum Planning & Advisory Services Inc. History Reduced 4,070 812 0.42% 0.62% 605 -1,495 -26.86% Q4 2025 Feb 10, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Reduced 4,037 806 0.34% 0.38% 606 -306 -7.05% Q4 2025 Feb 18, 2026
Westover Capital Advisors, LLC History No change 4,000 798 0.15% 0.14% 607 0 0.0% Q4 2025 Feb 09, 2026
PUREfi Wealth, LLC History Added to 3,985 795 0.61% 0.59% 608 +93 2.39% Q4 2025 Jan 12, 2026
Valeo Financial Advisors, LLC History Reduced 3,977 794 0.02% 0.02% 609 -23 -0.58% Q4 2025 Feb 04, 2026
Cannon Advisors, Inc. History Reduced 3,980 793 0.56% 0.54% 610 -20 -0.5% Q4 2025 Jan 15, 2026
Modera Wealth Management, LLC History Reduced 3,970 792 0.01% 0.01% 611 -232 -5.52% Q4 2025 Jan 21, 2026
Dodds Wealth, LLC History Reduced 3,964 791 0.19% 0.19% 612 -13 -0.33% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Added to 3,917 782 0.04% 0.04% 613 +188 5.04% Q4 2025 Feb 13, 2026
Argyle Capital Partners, LLC History Reduced 3,903 779 0.57% 0.65% 615 -749 -16.1% Q4 2025 Feb 17, 2026
WETZEL INVESTMENT ADVISORS, INC. History Added to 3,906 779 0.32% 0.33% 614 +7 0.18% Q4 2025 Jan 22, 2026
Lantz Financial LLC History Reduced 3,870 772 0.16% 0.21% 616 -1,057 -21.45% Q4 2025 Jan 14, 2026
Family Manage LLC History No change 3,860 770 0.1% 0.1% 617 0 0.0% Q4 2025 Feb 17, 2026
Hoxton Planning & Management, LLC History No change 3,861 770 0.23% 0.24% 618 0 0.0% Q4 2025 Feb 11, 2026
Mill Creek Capital Advisors, LLC History No change 3,828 764 0.02% 0.02% 619 0 0.0% Q4 2025 Feb 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 3,824 763 0.04% 0.1% 620 -5,278 -57.99% Q4 2025 Jan 14, 2026
Bison Wealth, LLC History New 4,115 759 0.09% — 621 +4,115 New Q4 2025 Mar 24, 2026
BLVD Private Wealth, LLC History No change 3,800 758 0.66% 0.64% 622 0 0.0% Q4 2025 Jan 27, 2026
United Capital Management of KS, Inc. History Reduced 3,785 755 0.11% 0.11% 623 -165 -4.18% Q4 2025 Feb 17, 2026
Amicus Financial Advisors, LLC History New 3,780 754 0.21% — 624 +3,780 New Q4 2025 Mar 02, 2026
Presidio Capital Management, LLC History Added to 3,776 753 0.23% 0.25% 625 +166 4.6% Q4 2025 Jan 15, 2026
Old North State Wealth Management, LLC History Added to 3,762 752 0.35% 0.32% 626 +256 7.3% Q4 2025 Jan 23, 2026
Astoria Portfolio Advisors LLC. History Added to 3,957 751 0.17% 0.18% 627 +488 14.07% Q4 2025 Feb 24, 2026
MERITAGE PORTFOLIO MANAGEMENT History No change 3,757 750 0.05% 0.05% 628 0 0.0% Q4 2025 Jan 27, 2026
PFG Advisors History Added to 3,751 749 0.04% 0.02% 629 +1,071 39.96% Q4 2025 Jan 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 3,740 747 0.01% 0.02% 630 -784 -17.33% Q4 2025 Feb 12, 2026
PRUDENT INVESTORS NETWORK, INC. History Reduced 3,736 746 0.17% 0.18% 631 -15 -0.4% Q4 2025 Feb 05, 2026
Hilltop Partners LLC History No change 3,715 741 0.19% 0.22% 632 0 0.0% Q4 2025 Feb 10, 2026
Fiduciary Planning LLC History No change 3,684 735 0.22% 0.22% 633 0 0.0% Q4 2025 Jan 22, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 3,680 734 0.01% 0.03% 634 -3,103 -45.75% Q4 2025 Feb 06, 2026
TrueWealth Advisors, LLC History Reduced 3,655 729 0.19% 0.19% 635 -26 -0.71% Q4 2025 Jan 07, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 3,628 724 0.02% 0.02% 636 +1 0.03% Q4 2025 Jan 12, 2026
SkyView Investment Advisors, LLC History No change 3,606 720 0.09% 0.09% 637 0 0.0% Q4 2025 Feb 18, 2026
ASL Financial, LLC History New 3,596 718 0.56% — 639 +3,596 New Q4 2025 Jan 20, 2026
EverSource Wealth Advisors, LLC History Reduced 3,601 718 0.03% 0.03% 638 -18 -0.5% Q4 2025 Feb 06, 2026
Ancora Advisors LLC History Reduced 3,573 713 0.01% 0.1% 640 -22,626 -86.36% Q4 2025 Feb 17, 2026
Urban Wealth Management, LLC History New 3,570 712 0.66% — 641 +3,570 New Q4 2025 Jan 30, 2026
Willis Johnson & Associates, Inc. History Reduced 3,535 705 0.04% 0.04% 642 -69 -1.91% Q4 2025 Jan 22, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 3,504 699 0.05% 0.05% 643 -398 -10.2% Q4 2025 Feb 12, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 3,498 698 0.2% 0.73% 644 -8,558 -70.99% Q4 2025 Feb 11, 2026
FPC INVESTMENT ADVISORY, INC. History Reduced 3,483 695 0.38% 0.46% 645 -407 -10.46% Q4 2025 Feb 10, 2026
Oxinas Partners, LLC History Added to 3,437 686 0.33% 0.36% 646 +1 0.03% Q4 2025 Jan 26, 2026
Summit Trail Advisors, LLC History Reduced 3,430 684 0.01% 0.01% 647 -2 -0.06% Q4 2025 Feb 17, 2026
RCS Financial Planning, LLC History Reduced 3,414 681 0.29% 0.3% 648 -42 -1.22% Q4 2025 Jan 15, 2026
Chesapeake Wealth Management History Reduced 3,404 679 0.2% 0.2% 649 -15 -0.44% Q4 2025 Feb 03, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 3,400 678 0.13% 0.11% 650 0 0.0% Q4 2025 Feb 12, 2026
XML Financial, LLC History Added to 3,394 677 0.06% 0.05% 651 +42 1.25% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Reduced 3,356 670 0.0% 0.0% 652 -201 -5.65% Q4 2025 Feb 13, 2026
Litman Gregory Wealth Management LLC History No change 3,346 668 0.05% 0.05% 653 0 0.0% Q4 2025 Feb 12, 2026
Essex Bank History No change 3,345 667 0.14% 0.15% 654 0 0.0% Q4 2025 Feb 02, 2026
Moment Partners, LLC History No change 3,339 666 0.14% 0.12% 655 0 0.0% Q4 2025 Feb 10, 2026
Clark Capital Management Group, Inc. History Added to 3,334 665 0.0% 0.0% 656 +954 40.08% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 3,307 660 0.01% 0.01% 657 -106 -3.11% Q4 2025 Jan 28, 2026
Intrua Financial, LLC History Reduced 3,300 658 0.07% 0.07% 659 -11 -0.33% Q4 2025 Feb 05, 2026
Avantax Planning Partners, Inc. History No change 3,296 658 0.02% 0.02% 658 0 0.0% Q4 2025 Feb 05, 2026
Madrid Wealth Management, LLC History New 3,267 652 0.53% — 661 +3,267 New Q4 2025 Feb 02, 2026
Diversified Trust Co History No change 3,269 652 0.01% 0.01% 660 0 0.0% Q4 2025 Jan 09, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,250 648 0.01% 0.01% 662 0 0.0% Q4 2025 Feb 12, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 3,230 645 0.02% 0.02% 663 +35 1.1% Q4 2025 Feb 13, 2026
Harvest Investment Services, LLC History Added to 3,223 643 0.12% 0.11% 664 +428 15.31% Q4 2025 Feb 17, 2026
Emergent Wealth Advisors, LLC History Reduced 3,208 640 0.36% 0.47% 665 -972 -23.25% Q4 2025 Jan 14, 2026
Aspen Investment Management Inc History New 3,200 639 0.19% — 666 +3,200 New Q4 2025 Feb 06, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 3,199 638 0.05% 0.07% 667 -1,289 -28.72% Q4 2025 Feb 04, 2026
Sensible Money, LLC History No change 3,200 638 0.2% 0.21% 668 0 0.0% Q4 2025 Feb 09, 2026
Columbia Bank History No change 3,200 638 0.18% 0.18% 669 0 0.0% Q4 2025 Feb 13, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 3,188 636 0.05% 0.05% 670 +1,385 76.82% Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Added to 3,184 635 0.07% 0.06% 671 +1,408 79.28% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History Reduced 3,160 630 0.0% 0.0% 672 -596 -15.87% Q4 2025 Feb 17, 2026
Samalin Investment Counsel, LLC History Added to 3,059 610 0.22% 0.21% 673 +2 0.07% Q4 2025 Jan 30, 2026
BESSEMER GROUP INC History Added to 3,034 607 0.0% 0.0% 674 +1,840 154.1% Q4 2025 Feb 05, 2026
Fiduciary Group, LLC History No change 3,044 607 0.05% 0.05% 675 0 0.0% Q4 2025 Feb 12, 2026
FIFTH THIRD BANCORP History Added to 3,034 605 0.0% 0.0% 676 +137 4.73% Q4 2025 Feb 02, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 3,032 605 0.09% 0.09% 677 0 0.0% Q4 2025 Feb 13, 2026
Antonelli Financial Advisors, LLC History No change 3,021 603 0.4% 0.4% 678 0 0.0% Q4 2025 Jan 27, 2026
Dentgroup LLC History Reduced 3,005 600 0.41% 0.38% 679 -12 -0.4% Q4 2025 Jan 28, 2026
NewEdge Wealth, LLC History Reduced 2,996 598 0.01% 0.01% 680 -20 -0.66% Q4 2025 Feb 03, 2026
Michels Family Financial, LLC History Reduced 2,992 597 0.44% 0.46% 681 -47 -1.55% Q4 2025 Feb 19, 2026
Canal Capital Management, LLC History Added to 2,983 595 0.08% 0.09% 682 +1 0.03% Q4 2025 Jan 06, 2026
Manchester Capital Management LLC History No change 2,968 592 0.08% 0.08% 683 0 0.0% Q4 2025 Feb 11, 2026
Integrated Capital Management, LLC History Reduced 2,961 591 0.25% 0.27% 684 -6 -0.2% Q4 2025 Jan 26, 2026
Next Level Private LLC History Added to 2,946 588 0.15% 0.17% 685 +1 0.03% Q4 2025 Jan 07, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 2,893 585 0.04% 0.04% 686 +37 1.3% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 2,890 577 0.01% 0.01% 687 0 0.0% Q4 2025 Feb 09, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 2,891 577 0.23% 0.24% 688 0 0.0% Q4 2025 Feb 11, 2026
Savvy Advisors, Inc. History Reduced 2,888 576 0.02% 0.03% 689 -435 -13.09% Q4 2025 Jan 20, 2026
CARDEROCK CAPITAL MANAGEMENT INC History No change 2,875 574 0.14% 0.14% 690 0 0.0% Q4 2025 Jan 09, 2026
OMNI 360 Wealth, Inc. History Reduced 2,876 573 0.29% 0.66% 691 -3,112 -51.97% Q4 2025 Jan 29, 2026
WORLD EQUITY GROUP, INC. History New 2,852 569 0.16% — 692 +2,852 New Q4 2025 Jan 12, 2026
Traveka Wealth, LLC History Added to 2,820 563 0.23% 0.13% 693 +1,337 90.16% Q4 2025 Jan 08, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 2,809 560 0.09% 0.12% 694 -546 -16.27% Q4 2025 Feb 11, 2026
One Capital Management, LLC History No change 2,801 559 0.02% 0.02% 695 0 0.0% Q4 2025 Feb 10, 2026
WASHINGTON TRUST BANK History No change 2,793 557 0.04% 0.04% 696 0 0.0% Q4 2025 Feb 04, 2026
Asset Management Group, Inc. History Reduced 2,770 553 0.09% 0.09% 697 -32 -1.14% Q4 2025 Feb 17, 2026
Bensler, LLC History Reduced 2,770 553 0.06% 0.06% 698 -5 -0.18% Q4 2025 Feb 04, 2026
Main Street Financial Solutions, LLC History Reduced 2,766 552 0.04% 0.04% 699 -35 -1.25% Q4 2025 Feb 17, 2026
SMITH, MOORE & CO. History No change 2,750 549 0.04% 0.04% 700 0 0.0% Q4 2025 Jan 23, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 2,749 548 0.1% 0.02% 701 +2,337 567.23% Q4 2025 Feb 09, 2026
Robertson Stephens Wealth Management, LLC History Added to 2,735 546 0.01% 0.01% 703 +763 38.69% Q4 2025 Feb 02, 2026
Legacy Financial Advisors, Inc. History No change 2,739 546 0.08% 0.07% 702 0 0.0% Q4 2025 Feb 04, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 2,733 545 0.0% 0.0% 704 -151 -5.24% Q4 2025 Feb 09, 2026
Asset Advisory Group, Inc. History New 2,713 541 0.27% — 706 +2,713 New Q4 2025 Feb 12, 2026
WESPAC Advisors SoCal, LLC History No change 2,710 541 0.11% 0.11% 705 0 0.0% Q4 2025 Jan 07, 2026
InTrack Investment Management Inc History Added to 2,706 540 0.3% 0.21% 707 +868 47.23% Q4 2025 Jan 14, 2026
Signal Advisors Wealth, LLC History Reduced 2,701 539 0.04% 0.08% 709 -1,644 -37.84% Q4 2025 Jan 13, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,701 539 0.04% 0.04% 708 0 0.0% Q4 2025 Jan 28, 2026
Quantbot Technologies LP History Reduced 2,654 529 0.02% 0.02% 710 -346 -11.53% Q4 2025 Feb 10, 2026
Golden State Wealth Management, LLC History Reduced 2,625 524 0.06% 0.06% 711 -98 -3.6% Q4 2025 Feb 13, 2026
Godfrey Financial Associates, Inc. History New 2,620 523 0.45% — 713 +2,620 New Q4 2025 Feb 10, 2026
Facet Wealth, Inc. History Added to 2,555 523 0.01% 0.01% 712 +36 1.43% Q4 2025 Jan 29, 2026
PLANNING DIRECTIONS INC History Added to 2,611 521 0.26% 0.25% 714 +123 4.94% Q4 2025 Jan 21, 2026
HT Partners LLC History No change 2,612 521 0.15% 0.16% 715 0 0.0% Q4 2025 Jan 21, 2026
Brookwood Investment Group LLC History Reduced 2,605 520 0.06% 0.08% 716 -644 -19.82% Q4 2025 Jan 22, 2026
AMERIFLEX GROUP, INC. History Reduced 2,596 518 0.27% 0.37% 718 -2,438 -48.43% Q4 2025 Feb 18, 2026
Yardley Wealth Management LLC History Reduced 2,595 518 0.28% 0.3% 717 -128 -4.7% Q4 2025 Feb 05, 2026
Advisors Capital Management, LLC History Added to 2,583 515 0.01% 0.01% 719 +383 17.41% Q4 2025 Jan 29, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 2,576 514 0.02% 0.02% 720 -18 -0.69% Q4 2025 Feb 09, 2026
Fisher Asset Management, LLC History Added to 2,555 510 0.0% 0.0% 721 +13 0.51% Q4 2025 Feb 09, 2026
Tilson Financial Group, Inc. History Added to 2,528 504 0.16% 0.15% 722 +174 7.39% Q4 2025 Feb 05, 2026
IFG Advisors, LLC History Added to 2,506 500 0.08% 0.06% 723 +576 29.84% Q4 2025 Jan 13, 2026
Beaird Harris Wealth Management, LLC History No change 2,505 500 0.03% 0.03% 724 0 0.0% Q4 2025 Feb 23, 2026
Independent Solutions Wealth Management, LLC History Added to 2,459 491 0.09% 0.07% 725 +531 27.54% Q4 2025 Feb 05, 2026
Blue Fin Capital, Inc. History Reduced 2,443 487 0.08% 0.08% 726 -50 -2.01% Q4 2025 Jan 23, 2026
Verger Capital Management LLC History No change 2,443 487 0.14% 0.16% 727 0 0.0% Q4 2025 Feb 02, 2026
Parkside Financial Bank & Trust History Added to 2,426 484 0.04% 0.04% 728 +18 0.75% Q4 2025 Feb 13, 2026
Accredited Investors Inc. History No change 2,424 484 0.03% 0.03% 729 0 0.0% Q4 2025 Feb 05, 2026
ALTERNA WEALTH MANAGEMENT, INC History Reduced 2,420 483 0.4% 1.19% 730 -4,952 -67.17% Q4 2025 Jan 23, 2026
Resonant Capital Advisors, LLC History New 2,407 480 0.03% — 731 +2,407 New Q4 2025 Jan 29, 2026
TFB Advisors LLC History Reduced 2,405 480 0.13% 0.14% 732 -4 -0.17% Q4 2025 Feb 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,400 479 0.03% 0.03% 733 0 0.0% Q4 2025 Jan 21, 2026
Ranch Capital Advisors Inc. History No change 2,400 479 0.18% 0.18% 734 0 0.0% Q4 2025 Feb 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 2,397 478 0.4% 0.34% 735 +693 40.67% Q4 2025 Feb 10, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,385 476 0.0% 21.17% 736 -20,899 -89.76% Q4 2025 Feb 17, 2026
Fairvoy Private Wealth, LLC History Reduced 2,385 476 0.11% 0.13% 740 -491 -17.07% Q4 2025 Jan 14, 2026
WEALTHGARDEN F.S. LLC History Added to 2,367 476 0.31% 0.33% 739 +47 2.03% Q4 2025 Feb 11, 2026
Powell Investment Advisors, LLC History No change 2,385 476 0.16% 0.16% 737 0 0.0% Q4 2025 Feb 09, 2026
Center for Financial Planning, Inc. History No change 2,384 476 0.05% 0.05% 738 0 0.0% Q4 2025 Feb 05, 2026
SCS Capital Management LLC History No change 2,370 473 0.01% 0.01% 741 0 0.0% Q4 2025 Feb 10, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,368 472 0.1% 0.1% 742 0 0.0% Q4 2025 Jan 21, 2026
Chicago Partners Investment Group LLC History Reduced 2,355 470 0.01% 0.01% 743 -72 -2.97% Q4 2025 Jan 28, 2026
True Vision MN LLC History Reduced 2,339 467 0.24% 0.24% 745 -62 -2.58% Q4 2025 Jan 14, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 2,341 467 0.03% 0.03% 744 -8 -0.34% Q4 2025 Feb 10, 2026
Westfuller Advisors, LLC History Added to 2,329 465 0.19% 0.21% 747 +1 0.04% Q4 2025 Jan 21, 2026
ALTFEST L J & CO INC History No change 2,330 465 0.05% 0.05% 746 0 0.0% Q4 2025 Jan 23, 2026
Well Done, LLC History Added to 2,324 464 0.07% 0.08% 748 +26 1.13% Q4 2025 Jan 13, 2026
Warm Springs Advisors Inc. History Reduced 2,312 461 0.36% 0.39% 749 -287 -11.04% Q4 2025 Jan 27, 2026
BAILARD, INC. History Reduced 2,306 460 0.01% 0.01% 750 -50 -2.12% Q4 2025 Feb 04, 2026
Rothschild Wealth LLC History Reduced 2,300 459 0.04% 1.03% 751 -21,749 -90.44% Q4 2025 Feb 17, 2026
Strathmore Capital Advisors, Inc. History Reduced 2,295 458 0.15% 0.19% 753 -50 -2.13% Q4 2025 Feb 13, 2026
Independence Bank of Kentucky History No change 2,296 458 0.06% 0.06% 752 0 0.0% Q4 2025 Jan 20, 2026
GARRISON POINT ADVISORS, LLC History No change 2,290 457 0.2% 0.19% 754 0 0.0% Q4 2025 Feb 13, 2026
Weaver Consulting Group History Added to 2,281 455 0.11% 0.11% 755 +12 0.53% Q4 2025 Feb 10, 2026
Elevation Wealth Management LLC History New 2,277 454 0.44% — 757 +2,277 New Q4 2025 Feb 12, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 2,278 454 0.08% 0.09% 756 -322 -12.38% Q4 2025 Feb 17, 2026
Crescent Grove Advisors, LLC History No change 2,272 453 0.04% 0.04% 758 0 0.0% Q4 2025 Feb 11, 2026
Acorn Wealth Advisors, LLC History Reduced 2,265 452 0.13% 0.16% 759 -293 -11.45% Q4 2025 Feb 10, 2026
GAMMA Investing LLC History Reduced 2,261 451 0.02% 0.02% 760 -19 -0.83% Q4 2025 Jan 05, 2026
FIRST AMERICAN TRUST, FSB History New 2,253 449 0.03% — 761 +2,253 New Q4 2025 Feb 11, 2026
Livet Wealth, LLC History New 2,253 449 0.28% — 762 +2,253 New Q4 2025 Feb 13, 2026
New Insight Wealth Advisors History No change 2,237 446 0.16% 0.16% 763 0 0.0% Q4 2025 Feb 17, 2026
Stratos Wealth Advisors, LLC History No change 2,224 444 0.02% 0.02% 764 0 0.0% Q4 2025 Jan 20, 2026
Breachway Investments LLC History New 2,206 440 0.46% — 766 +2,206 New Q4 2025 Jan 27, 2026
Silicon Valley Capital Partners History Added to 2,206 440 0.04% 0.04% 765 +1 0.05% Q4 2025 Feb 13, 2026
BOK Financial Private Wealth, Inc. History No change 2,200 439 0.03% 0.03% 767 0 0.0% Q4 2025 Feb 06, 2026
Baker Avenue Asset Management, LP History No change 2,203 439 0.01% 0.01% 768 0 0.0% Q4 2025 Feb 10, 2026
Ignite Planners, LLC History Reduced 2,211 438 0.07% 0.07% 769 -29 -1.29% Q4 2025 Feb 06, 2026
Harbour Trust & Investment Management Co History Reduced 2,191 437 0.04% 0.05% 770 -60 -2.67% Q4 2025 Jan 28, 2026
CEERA INVESTMENTS, LLC History No change 2,180 435 0.17% 0.13% 771 0 0.0% Q4 2025 Feb 09, 2026
SUTTON PLACE INVESTORS LLC History Reduced 2,172 433 0.24% 0.27% 772 -228 -9.5% Q4 2025 Jan 21, 2026
AlTi Global, Inc. History No change 2,166 432 0.01% 0.01% 773 0 0.0% Q4 2025 Feb 13, 2026
Trexquant Investment LP History Reduced 2,159 431 0.0% 0.01% 774 -821 -27.55% Q4 2025 Feb 17, 2026
Accelerate Investment Advisors LLC History Added to 2,153 429 0.29% 0.28% 775 +40 1.89% Q4 2025 Jan 12, 2026
Cornerstone Planning Group LLC History Added to 2,095 428 0.07% 0.07% 776 +9 0.43% Q4 2025 Feb 02, 2026
Golden State Equity Partners History Added to 2,141 427 0.07% 0.06% 777 +194 9.96% Q4 2025 Jan 29, 2026
Atlantic Edge Private Wealth Management, LLC History No change 2,140 427 0.11% 0.11% 778 0 0.0% Q4 2025 Jan 27, 2026
Eagle Wealth Advisors LLC History New 2,136 426 0.36% — 781 +2,136 New Q4 2025 Jan 29, 2026
5T Wealth, LLC History Reduced 2,135 426 0.17% 0.19% 780 -88 -3.96% Q4 2025 Jan 27, 2026
Garde Capital, Inc. History Added to 2,137 426 0.03% 0.02% 779 +1 0.05% Q4 2025 Feb 10, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 2,117 422 0.05% 0.04% 783 +75 3.67% Q4 2025 Jan 28, 2026
Accurate Wealth Management, LLC History Reduced 2,092 422 0.05% 0.05% 782 -21 -0.99% Q4 2025 Jan 14, 2026
Americana Partners, LLC History Added to 2,111 421 0.01% 0.01% 784 +62 3.03% Q4 2025 Feb 06, 2026
STEINBERGANNA WEALTH MANAGEMENT History Reduced 2,108 420 0.2% 0.23% 786 -362 -14.66% Q4 2025 Jan 26, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 2,107 420 0.1% 0.09% 785 -40 -1.86% Q4 2025 Jan 29, 2026
A4 Wealth Advisors LLC History Added to 2,102 419 0.36% 0.24% 788 +634 43.19% Q4 2025 Feb 13, 2026
One Charles Private Wealth Services, LLC History No change 2,100 419 0.11% 0.11% 787 0 0.0% Q4 2025 Feb 06, 2026
ASSOCIATED BANC-CORP History Reduced 2,098 418 0.01% 0.01% 789 -76 -3.5% Q4 2025 Feb 06, 2026
Atlas Brown,Inc. History Reduced 2,076 414 0.12% 0.14% 790 -267 -11.4% Q4 2025 Jan 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 2,070 413 0.11% 0.02% 791 +1,851 845.21% Q4 2025 Feb 09, 2026
JT Stratford LLC History Added to 2,065 412 0.05% 0.05% 792 +82 4.14% Q4 2025 Feb 12, 2026
Colter Lewis Investment Partners LLC History New 2,060 411 0.48% — 795 +2,060 New Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 2,060 411 0.01% 0.02% 793 -467 -18.48% Q4 2025 Feb 13, 2026
Avalon Trust Co History Reduced 2,060 411 0.03% 0.03% 794 -426 -17.14% Q4 2025 Feb 09, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 2,057 410 0.03% 0.03% 796 -246 -10.68% Q4 2025 Feb 17, 2026
First City Capital Management, Inc. History Reduced 2,050 409 0.22% 0.25% 797 -350 -14.58% Q4 2025 Jan 14, 2026
Jacobi Capital Management LLC History No change 2,044 408 0.02% 0.02% 798 0 0.0% Q4 2025 Feb 13, 2026
Cassilly Financial Group LLC History New 2,031 405 0.36% — 799 +2,031 New Q4 2025 Jan 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 2,025 404 0.03% 0.05% 800 -1,840 -47.61% Q4 2025 Jan 23, 2026