iSHARES TRUST - MBB

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
BANK OF AMERICA CORP /DE/ History Reduced 71,050,060 6,765,386 0.49% 0.46% 1 -845,665 -1.18% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 35,090,359 3,341,304 0.21% 0.29% 2 -16,587,315 -32.1% Q4 2025 Feb 11, 2026
LPL Financial LLC History Added to 27,903,169 2,656,939 0.73% 0.74% 3 +1,104,895 4.12% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 26,058,632 2,481,301 0.74% 0.75% 4 -1,435,887 -5.22% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 26,010,786 2,479,898 5.94% 5.86% 5 +646,390 2.55% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 14,652,603 1,394,773 0.32% 0.31% 6 +362,559 2.54% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 9,852,362 938,141 0.06% 0.05% 7 +383,629 4.05% Q4 2025 Feb 13, 2026
BARCLAYS PLC History Reduced 4,393,430 418,342 0.1% 0.16% 8 -3,239,354 -42.44% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 3,937,384 374,917 0.5% 0.47% 9 +316,717 8.75% Q4 2025 Feb 02, 2026
RENAISSANCERE HOLDINGS LTD History No change 3,852,431 366,828 49.29% 49.45% 10 0 0.0% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 3,699,321 352,249 0.32% 0.31% 11 +139,861 3.93% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 3,291,695 313,435 1.28% — 12 +3,291,695 New Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,000,326 285,691 0.16% 0.17% 13 +116,135 4.03% Q4 2025 Feb 06, 2026
BANK OF MONTREAL /CAN/ History Added to 2,883,524 274,569 0.1% 0.05% 14 +1,460,545 102.64% Q4 2025 Feb 12, 2026
MIDLAND WEALTH ADVISORS, LLC History Added to 2,764,705 263,255 13.7% 13.51% 15 +110,222 4.15% Q4 2025 Jan 26, 2026
WELLS FARGO & COMPANY/MN History Added to 2,716,665 258,680 0.05% 0.05% 16 +172,986 6.8% Q4 2025 Feb 13, 2026
State of Tennessee, Department of Treasury History Added to 2,486,872 237,968 0.76% 0.74% 17 +147,972 6.33% Q4 2025 Feb 18, 2026
BlackRock, Inc. History Reduced 2,250,607 214,302 0.0% 0.0% 18 -129,238 -5.43% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 2,113,371 201,235 0.04% 0.03% 19 +75,916 3.73% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Reduced 2,086,086 198,638 0.2% 0.22% 20 -90,168 -4.14% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 2,003,307 190,754 0.67% 0.67% 21 +106,813 5.63% Q4 2025 Feb 06, 2026
Cetera Investment Advisers History Reduced 1,981,427 188,671 0.21% 0.22% 22 -38,525 -1.91% Q4 2025 Feb 17, 2026
UBS Group AG History Added to 1,935,167 184,266 0.03% 0.03% 23 +166,427 9.41% Q4 2025 Jan 29, 2026
CWM, LLC History Added to 1,910,110 181,881 0.49% 0.54% 24 +7,207 0.38% Q4 2025 Jan 26, 2026
Composition Wealth, LLC History Added to 1,796,051 171,019 2.45% 2.54% 25 +13,865 0.78% Q4 2025 Feb 02, 2026
MML INVESTORS SERVICES, LLC History Reduced 1,746,573 166,308 0.41% 0.47% 26 -111,553 -6.0% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 1,635,774 155,758 1.53% 1.55% 27 +51,945 3.28% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 1,538,535 146,499 0.41% 0.41% 28 +168,114 12.27% Q4 2025 Jan 26, 2026
BESSEMER GROUP INC History Added to 1,498,803 142,716 0.22% 0.2% 29 +97,389 6.95% Q4 2025 Feb 05, 2026
Dynasty Wealth Management, LLC History Reduced 1,457,076 138,742 1.36% 2.09% 30 -192,070 -11.65% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 1,443,343 137,435 0.03% 0.01% 31 +775,245 116.04% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,421,409 135,346 0.04% 0.04% 32 +76,919 5.72% Q4 2025 Feb 18, 2026
ROYAL BANK OF CANADA History New 1,385,241 131,901 0.02% — 33 +1,385,241 New Q4 2025 Feb 17, 2026
Bridgewater Associates, LP History Added to 1,375,400 130,965 0.48% 0.51% 34 +20,300 1.5% Q4 2025 Feb 13, 2026
Quotient Wealth Partners, LLC History Reduced 1,374,299 130,860 3.48% 4.1% 35 -198,316 -12.61% Q4 2025 Jan 22, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 1,355,696 129,089 0.78% 0.89% 36 +56,646 4.36% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 1,348,803 128,433 0.29% 0.29% 37 +45,432 3.49% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History Reduced 1,323,631 126,036 1.07% 1.0% 38 -29,691 -2.19% Q4 2025 Jan 05, 2026
Blue Trust, Inc. History Added to 1,305,073 124,269 1.4% 1.37% 39 +20,801 1.62% Q4 2025 Jan 16, 2026
Merit Financial Group, LLC History Added to 1,271,085 121,032 0.97% 1.03% 40 +86,995 7.35% Q4 2025 Jan 26, 2026
HANCOCK WHITNEY CORP History Reduced 1,139,930 108,544 1.96% 2.0% 41 -14,493 -1.26% Q4 2025 Feb 17, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 1,064,604 101,371 1.53% 1.53% 42 +49,015 4.83% Q4 2025 Jan 22, 2026
Fisher Asset Management, LLC History Reduced 1,055,854 100,538 0.03% 0.78% 43 -21,448,046 -95.31% Q4 2025 Feb 09, 2026
Asset Management One Co., Ltd. History Reduced 1,013,156 96,705 0.27% 0.29% 44 -35,118 -3.35% Q4 2025 Jan 27, 2026
BNP Paribas Asset Management Holding S.A. History Reduced 932,987 88,839 0.1% 0.23% 45 -42,700 -4.38% Q4 2025 Feb 13, 2026
Annex Advisory Services, LLC History Added to 903,008 85,984 1.64% 1.74% 46 +42,591 4.95% Q4 2025 Jan 26, 2026
Beacon Pointe Advisors, LLC History Added to 851,186 81,049 0.57% 0.04% 47 +801,103 1599.55% Q4 2025 Feb 18, 2026
EVOKE WEALTH, LLC History Added to 836,786 79,678 1.49% 1.41% 48 +102,899 14.02% Q4 2025 Feb 06, 2026
ALLIANCEBERNSTEIN L.P. History Added to 768,215 73,149 0.02% 0.02% 49 +80,313 11.68% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 766,038 72,942 0.26% 0.3% 50 +64,545 9.2% Q4 2025 Feb 18, 2026
Mill Creek Capital Advisors, LLC History Added to 746,585 71,089 1.45% 1.36% 51 +51,797 7.46% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Added to 743,187 70,766 2.58% 2.54% 52 +33,788 4.76% Q4 2025 Feb 02, 2026
Allianz Asset Management GmbH History Added to 708,348 67,448 0.07% 0.07% 53 +47,272 7.15% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 688,174 65,527 0.5% 0.48% 54 +97,591 16.52% Q4 2025 Jan 14, 2026
NOTTINGHAM ADVISORS, INC. History Added to 680,370 64,784 9.03% 8.28% 55 +53,796 8.59% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 675,765 64,346 0.09% 0.08% 56 +7,708 1.15% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History Reduced 649,680 61,862 0.15% 0.18% 57 -13,000 -1.96% Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Added to 646,897 61,597 1.36% 0.24% 58 +2,334 0.36% Q4 2025 Feb 20, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 638,653 60,812 0.04% 0.03% 59 +22,922 3.72% Q4 2025 Jan 23, 2026
Willis Johnson & Associates, Inc. History Reduced 605,432 57,649 3.55% 3.72% 60 -25,828 -4.09% Q4 2025 Jan 22, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 600,000 57,132 0.28% 0.27% 61 0 0.0% Q4 2025 Jan 29, 2026
Lutz Financial Services LLC History Added to 597,581 56,901 3.87% 3.71% 62 +58,624 10.88% Q4 2025 Feb 06, 2026
Kestra Investment Management, LLC History Added to 593,590 56,521 1.38% 1.41% 63 +42,703 7.75% Q4 2025 Feb 09, 2026
ROCKLAND TRUST CO History Reduced 590,514 56,228 2.21% 2.33% 64 -6,065 -1.02% Q4 2025 Jan 15, 2026
Hilton Capital Management, LLC History Added to 576,585 54,902 4.13% 4.4% 65 +4,743 0.83% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 572,311 54,495 0.31% 0.33% 66 +35,726 6.66% Q4 2025 Jan 26, 2026
Stockman Wealth Management, Inc. History Added to 549,731 52,345 6.1% 5.83% 67 +56,206 11.39% Q4 2025 Jan 29, 2026
Dakota Wealth Management History Added to 546,355 52,023 0.92% 0.7% 68 +182,706 50.24% Q4 2025 Jan 13, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 523,700 49,866 4.84% 5.25% 69 0 0.0% Q4 2025 Feb 13, 2026
SkyView Investment Advisors, LLC History Added to 508,800 48,448 6.12% 5.91% 70 +16,571 3.37% Q4 2025 Feb 18, 2026
US BANCORP \DE\ History Added to 500,993 47,704 0.06% 0.05% 71 +39,559 8.57% Q4 2025 Jan 30, 2026
Korea Investment CORP History No change 500,000 47,610 0.09% 0.1% 72 0 0.0% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 496,927 47,372 0.07% 0.07% 73 -28,901 -5.5% Q4 2025 Feb 17, 2026
Constellation Investments, Inc. History No change 495,924 47,221 1.46% 2.2% 74 0 0.0% Q4 2025 Jan 21, 2026
NorthRock Partners, LLC History Added to 455,861 43,407 0.73% 0.52% 75 +150,656 49.36% Q4 2025 Feb 17, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 453,542 43,186 0.76% 0.73% 76 +13,154 2.99% Q4 2025 Feb 12, 2026
State of New Jersey Common Pension Fund D History No change 450,000 42,849 0.15% 0.16% 77 0 0.0% Q4 2025 Jan 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 448,655 42,800 0.08% 0.09% 78 -7,083 -1.55% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 449,470 42,798 0.56% 0.58% 79 +27,098 6.42% Q4 2025 Feb 10, 2026
Ocean Park Asset Management, LLC History Added to 424,335 40,405 1.9% 1.63% 80 +7,872 1.89% Q4 2025 Jan 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 408,459 38,893 0.1% 0.1% 81 +25,035 6.53% Q4 2025 Feb 05, 2026
ST GERMAIN D J CO INC History Added to 393,474 37,466 1.46% 1.37% 82 +34,098 9.49% Q4 2025 Jan 29, 2026
CONNING INC. History No change 387,672 36,914 1.24% 1.23% 83 0 0.0% Q4 2025 Feb 05, 2026
Bangor Savings Bank History Added to 378,823 36,071 2.9% 2.73% 84 +34,786 10.11% Q4 2025 Jan 16, 2026
FMR LLC History Reduced 351,630 33,482 0.0% 0.0% 85 -2,491 -0.7% Q4 2025 Feb 17, 2026
NAN FUNG TRINITY (HK) Ltd History New 349,200 33,250 2.63% — 86 +349,200 New Q4 2025 Feb 04, 2026
Parkside Investments, LLC History Reduced 344,813 32,833 4.13% 4.12% 87 -1,490 -0.43% Q4 2025 Feb 09, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 344,690 32,821 0.49% 0.5% 88 -21,807 -5.95% Q4 2025 Jan 05, 2026
Zurich Insurance Group Ltd/FI History No change 338,060 32,196 0.22% 0.23% 89 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 337,725 32,158 0.01% 0.01% 90 +7,507 2.27% Q4 2025 Feb 11, 2026
Baird Financial Group, Inc. History Added to 336,828 32,072 0.05% 0.05% 91 +23,040 7.34% Q4 2025 Feb 13, 2026
CABOT WEALTH MANAGEMENT INC History Added to 335,234 31,920 3.53% 3.21% 92 +30,917 10.16% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Reduced 333,806 31,785 0.0% 0.0% 93 -67,268 -16.77% Q4 2025 Mar 25, 2026
Corient Private Wealth LLC History Reduced 427,219 31,301 0.04% 0.07% 94 -32,573 -7.08% Q4 2025 Mar 09, 2026
JB Capital LLC History Added to 318,485 30,326 1.24% 1.27% 95 +10,181 3.3% Q4 2025 Jan 20, 2026
Rockefeller Capital Management L.P. History Added to 316,164 30,105 0.05% 0.06% 96 +11,544 3.79% Q4 2025 Mar 16, 2026
Sanctuary Advisors, LLC History Added to 314,846 29,979 0.16% 0.16% 97 +10,353 3.4% Q4 2025 Jan 29, 2026
Clearwater Capital Advisors, LLC History Reduced 311,265 29,638 2.47% 2.61% 98 -10,408 -3.24% Q4 2025 Feb 09, 2026
Brookstone Capital Management History Added to 308,428 29,368 0.34% 0.34% 99 +9,547 3.19% Q4 2025 Jan 15, 2026
Mitsubishi UFJ Trust & Banking Corp History Added to 304,356 28,980 0.07% 0.05% 100 +77,530 34.18% Q4 2025 Jan 30, 2026
ALLSTATE CORP History Reduced 304,053 28,951 0.4% 0.69% 101 -13,360 -4.21% Q4 2025 Feb 09, 2026
Capital International Investors History Added to 294,575 28,049 0.0% 0.0% 102 +123,931 72.63% Q4 2025 Feb 11, 2026
Modera Wealth Management, LLC History Added to 293,530 27,949 0.32% 0.32% 103 +5,650 1.96% Q4 2025 Jan 21, 2026
Northside Capital Management, LLC History Added to 292,359 27,838 2.42% 2.24% 104 +34,515 13.39% Q4 2025 Jan 07, 2026
Integrated Wealth Concepts LLC History Reduced 284,758 27,114 0.32% 0.28% 105 -48,381 -14.52% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 279,584 26,621 0.41% 0.36% 106 +47,761 20.6% Q4 2025 Feb 12, 2026
Acorns Advisers, LLC History Added to 276,775 26,354 0.2% 0.2% 107 +10,197 3.83% Q4 2025 Feb 13, 2026
Meridian Wealth Partners, LLC History Added to 268,260 25,543 3.52% 3.4% 108 +8,360 3.22% Q4 2025 Feb 13, 2026
INTEGRITY ALLIANCE, LLC. History Added to 265,045 25,237 0.92% 1.13% 109 +12,387 4.9% Q4 2025 Feb 09, 2026
Penserra Capital Management LLC History New 264,845 25,218 0.3% — 110 +264,845 New Q4 2025 Feb 12, 2026
Ascent Group, LLC History Added to 258,035 24,570 0.84% 0.83% 111 +10,978 4.44% Q4 2025 Jan 20, 2026
CIBC Private Wealth Group LLC History Added to 253,453 24,133 0.04% 0.04% 112 +16,679 7.04% Q4 2025 Feb 12, 2026
Carnegie Investment Counsel History Added to 252,676 24,059 0.44% 0.45% 113 +3,201 1.28% Q4 2025 Jan 23, 2026
Banque Cantonale Vaudoise History No change 251,000 23,900 0.85% 0.9% 114 0 0.0% Q4 2025 Feb 06, 2026
Kelman-Lazarov, Inc. History Added to 244,345 23,266 3.32% 3.2% 115 +17,792 7.85% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Added to 241,542 22,999 0.41% 0.42% 116 +45,284 23.07% Q4 2025 Feb 06, 2026
FEDERATED HERMES, INC. History Reduced 239,241 22,780 0.04% 0.05% 117 -29,179 -10.87% Q4 2025 Feb 12, 2026
Private Advisor Group, LLC History Added to 236,767 22,544 0.11% 0.11% 118 +9,334 4.1% Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Added to 233,937 22,275 0.83% 0.8% 119 +10,153 4.54% Q4 2025 Feb 12, 2026
HighTower Advisors, LLC History Added to 229,365 21,840 0.02% 0.02% 120 +10,654 4.87% Q4 2025 Feb 06, 2026
JACOBSON & SCHMITT ADVISORS, LLC History Added to 229,052 21,810 3.67% 3.53% 121 +13,099 6.07% Q4 2025 Jan 21, 2026
Horst & Graben Wealth Management LLC History Added to 226,970 21,620 3.26% 3.2% 122 +6,729 3.06% Q4 2025 Jan 27, 2026
ARVEST INVESTMENTS, INC. History Added to 225,848 21,505 3.02% 3.08% 123 +44 0.02% Q4 2025 Jan 20, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 223,825 21,312 0.28% 0.4% 124 -104,818 -31.89% Q4 2025 Feb 03, 2026
Galvin, Gaustad & Stein, LLC History Reduced 223,394 21,271 1.66% 1.88% 125 -19,332 -7.96% Q4 2025 Jan 23, 2026
Kingsview Wealth Management, LLC History Added to 222,473 21,183 0.31% 0.31% 126 +11,758 5.58% Q4 2025 Feb 09, 2026
COURIER CAPITAL LLC History Added to 218,425 20,798 1.17% 1.09% 127 +18,153 9.06% Q4 2025 Jan 29, 2026
Advocacy Wealth Management, LLC History Added to 218,171 20,774 0.87% 0.87% 128 +7,056 3.34% Q4 2025 Feb 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 216,666 20,630 0.86% 0.82% 129 +13,293 6.54% Q4 2025 Feb 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 213,449 20,341 0.03% 0.03% 130 +7,697 3.74% Q4 2025 Jan 08, 2026
Mariner, LLC History Added to 213,572 20,336 0.02% 0.03% 131 +6,834 3.31% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 207,511 19,759 0.39% 0.61% 132 +35,240 20.46% Q4 2025 Feb 11, 2026
RKL Wealth Management LLC History Added to 205,274 19,546 1.6% 1.63% 133 +3,915 1.94% Q4 2025 Feb 12, 2026
CASTLEARK MANAGEMENT LLC History Added to 204,235 19,447 0.57% 0.53% 134 +7,330 3.72% Q4 2025 Feb 13, 2026
TCW GROUP INC History Added to 202,461 19,278 0.14% 0.16% 135 +4,783 2.42% Q4 2025 Feb 17, 2026
Sharkey, Howes & Javer History Added to 196,557 18,716 2.38% 2.28% 136 +9,919 5.31% Q4 2025 Jan 13, 2026
Financial Engines Advisors L.L.C. History Added to 196,259 18,687 0.04% 0.03% 137 +36,957 23.2% Q4 2025 Feb 12, 2026
Manhattan West Asset Management, LLC History Added to 195,620 18,626 3.81% 2.99% 138 +47,036 31.66% Q4 2025 Feb 02, 2026
MAI Capital Management History Added to 195,376 18,603 0.11% 0.12% 139 +599 0.31% Q4 2025 Feb 13, 2026
Johns Hopkins University History No change 193,437 18,419 1.34% 1.03% 140 0 0.0% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 188,140 17,914 0.0% 0.0% 141 -215,305 -53.37% Q4 2025 Feb 17, 2026
Lifeworks Advisors, LLC History Added to 188,077 17,908 2.32% 2.28% 142 +7,713 4.28% Q4 2025 Feb 13, 2026
CFS Investment Advisory Services, LLC History Added to 187,507 17,854 1.3% 1.33% 143 +1,155 0.62% Q4 2025 Feb 10, 2026
Hilltop Holdings Inc. History Added to 186,253 17,734 1.05% 0.85% 144 +17,786 10.56% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 183,360 17,459 0.1% 0.1% 145 +8,491 4.86% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Reduced 180,912 17,226 0.03% 0.03% 146 -31,683 -14.9% Q4 2025 Feb 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 180,716 17,207 0.06% 0.06% 147 +457 0.25% Q4 2025 Jan 30, 2026
SteelPeak Wealth, LLC History Added to 175,721 16,732 0.55% 0.54% 148 +6,495 3.84% Q4 2025 Jan 20, 2026
Atria Investments, Inc History Added to 174,029 16,571 0.19% 0.18% 149 +8,405 5.07% Q4 2025 Feb 05, 2026
&PARTNERS History Added to 168,635 16,079 0.08% 0.09% 150 +17,983 11.94% Q4 2025 Feb 17, 2026
FIRST TRUST ADVISORS LP History Added to 167,172 15,918 0.01% 0.01% 151 +5,297 3.27% Q4 2025 Feb 13, 2026
Tandem Wealth Advisors LLC History Added to 176,058 15,670 7.03% 7.07% 152 +19,696 12.6% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 163,859 15,602 0.03% 0.04% 153 -20,702 -11.22% Q4 2025 Jan 23, 2026
Heck Capital Advisors, LLC History Added to 163,535 15,571 1.16% 1.06% 154 +19,350 13.42% Q4 2025 Jan 16, 2026
RWA WEALTH PARTNERS, LLC History Reduced 161,873 15,413 0.17% 0.2% 155 -20,047 -11.02% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Added to 160,582 15,290 0.3% 0.02% 156 +151,855 1740.06% Q4 2025 Jan 14, 2026
Kestra Advisory Services, LLC History Added to 158,173 15,061 0.06% 0.07% 157 +5,495 3.6% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Added to 158,127 15,056 0.11% 0.11% 158 +10,333 6.99% Q4 2025 Feb 12, 2026
Austin Private Wealth, LLC History Added to 157,865 15,031 1.12% 1.12% 159 +2,999 1.94% Q4 2025 Jan 20, 2026
Smith Salley Wealth Management History Added to 154,732 14,733 0.73% 0.74% 160 +3,224 2.13% Q4 2025 Jan 27, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Added to 154,144 14,677 3.17% 3.18% 161 +9,525 6.59% Q4 2025 Jan 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 152,596 14,530 0.19% 0.18% 162 +11,474 8.13% Q4 2025 Jan 22, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Reduced 152,572 14,527 1.47% 1.65% 163 -13,023 -7.86% Q4 2025 Feb 17, 2026
Triad Wealth Partners, LLC History Added to 150,999 14,378 1.37% 1.53% 164 +26,480 21.27% Q4 2025 Jan 22, 2026
High Falls Advisors, Inc History Added to 148,287 14,119 2.86% 2.8% 165 +5,388 3.77% Q4 2025 Feb 18, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 148,204 14,111 0.84% 0.58% 166 +43,548 41.61% Q4 2025 Jan 20, 2026
METEORA CAPITAL, LLC History Reduced 146,600 13,959 1.17% 1.33% 167 -227,400 -60.8% Q4 2025 Feb 17, 2026
Modern Wealth Management, LLC History Added to 146,307 13,931 0.25% 0.22% 168 +28,743 24.45% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 145,307 13,836 0.71% 0.72% 169 -484 -0.33% Q4 2025 Jan 27, 2026
Compass Wealth Management, LLC/GA History Added to 140,017 13,332 5.49% 4.57% 170 +31,552 29.09% Q4 2025 Feb 17, 2026
Bernardo Wealth Planning LLC History Added to 136,324 12,980 2.47% 2.49% 171 +2,830 2.12% Q4 2025 Jan 26, 2026
NewSquare Capital LLC History Reduced 135,623 12,914 1.14% 1.1% 172 -34,420 -20.24% Q4 2025 Feb 17, 2026
Stone House Investment Management, LLC History Added to 135,337 12,886 2.0% 2.07% 173 +6,147 4.76% Q4 2025 Jan 21, 2026
Trek Financial, LLC History Added to 134,640 12,820 0.74% 0.74% 174 +4,441 3.41% Q4 2025 Feb 04, 2026
Boltwood Capital Management History Added to 130,677 12,443 3.24% 3.26% 175 +1,887 1.47% Q4 2025 Jan 02, 2026
Icon Wealth Advisors, LLC History Added to 130,348 12,411 0.83% 0.82% 176 +2,664 2.09% Q4 2025 Feb 13, 2026
Cornerstone Management, Inc. History Added to 129,395 12,320 2.01% 1.98% 177 +3,254 2.58% Q4 2025 Feb 06, 2026
CITIGROUP INC History Added to 127,984 12,186 0.01% 0.0% 178 +102,681 405.81% Q4 2025 Feb 13, 2026
IFG Advisory, LLC History Added to 127,562 12,146 0.53% 0.52% 179 +6,292 5.19% Q4 2025 Feb 10, 2026
Spectrum Investment Advisors, Inc. History Added to 127,028 12,095 6.06% 6.36% 180 +3,489 2.82% Q4 2025 Jan 28, 2026
Security Financial Services, INC. History Added to 126,214 12,018 1.89% 1.86% 181 +5,214 4.31% Q4 2025 Jan 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 125,469 11,947 0.33% 0.31% 182 +11,194 9.8% Q4 2025 Feb 03, 2026
One Wealth Advisors, LLC History Added to 122,705 11,683 1.43% 1.37% 183 +8,299 7.25% Q4 2025 Feb 02, 2026
COMERICA BANK History Reduced 122,136 11,629 0.05% 0.05% 184 -18,026 -12.86% Q4 2025 Jan 29, 2026
Perigon Wealth Management, LLC History Added to 120,082 11,434 0.2% 0.23% 185 +3,051 2.61% Q4 2025 Jan 16, 2026
Westover Capital Advisors, LLC History Added to 118,851 11,316 2.06% 1.98% 186 +6,188 5.49% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Reduced 118,849 11,316 0.12% 0.17% 187 -2,415 -1.99% Q4 2025 Jan 23, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 118,816 11,313 0.01% 0.01% 188 +16,404 16.02% Q4 2025 Feb 10, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 118,711 11,303 0.02% 0.02% 189 -4,759 -3.85% Q4 2025 Feb 17, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 118,489 11,282 4.42% 6.62% 190 -56,898 -32.44% Q4 2025 Jan 07, 2026
Rothschild Wealth LLC History Added to 117,783 11,215 1.08% 2.2% 191 +11,852 11.19% Q4 2025 Feb 17, 2026
Beacon Bridge Wealth Partners, LLC History Added to 117,744 11,211 3.72% 3.74% 192 +7,104 6.42% Q4 2025 Jan 27, 2026
Creative Planning History Reduced 117,618 11,199 0.01% 0.01% 193 -13,140 -10.05% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 117,063 11,146 0.08% 0.08% 194 +8,739 8.07% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 116,903 11,131 0.01% 0.02% 195 +2,887 2.53% Q4 2025 Feb 13, 2026
Estate Counselors, LLC History New 116,565 11,099 0.93% — 196 +116,565 New Q4 2025 Feb 02, 2026
Geneos Wealth Management Inc. History Reduced 115,502 10,998 0.27% 0.29% 197 -2,891 -2.44% Q4 2025 Jan 28, 2026
FDx Advisors, Inc. History Added to 114,482 10,901 5.56% 3.25% 198 +938 0.83% Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 112,883 10,748 0.17% 0.11% 199 +56,162 99.01% Q4 2025 Mar 12, 2026
EverSource Wealth Advisors, LLC History Added to 112,863 10,746 0.4% 0.42% 200 +2,573 2.33% Q4 2025 Feb 06, 2026
Avanda Investment Management Pte. Ltd. History Reduced 112,618 10,723 10.66% 18.47% 201 -133,956 -54.33% Q4 2025 Feb 13, 2026
THEORY FINANCIAL LLC History Reduced 110,574 10,587 3.57% 4.02% 202 -8,205 -6.91% Q4 2025 Feb 10, 2026
Kelly Financial Services LLC History Added to 110,454 10,517 2.64% 2.6% 203 +4,772 4.52% Q4 2025 Jan 13, 2026
Shelter Mutual Insurance Co History Added to 109,570 10,433 2.33% 2.31% 204 +1,470 1.36% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 107,658 10,251 0.21% 0.17% 205 +18,320 20.51% Q4 2025 Feb 17, 2026
JT Stratford LLC History Added to 106,330 10,124 1.3% 0.65% 206 +55,284 108.3% Q4 2025 Feb 12, 2026
Pictet Asset Management Holding SA History No change 106,000 10,093 0.01% 0.01% 207 0 0.0% Q4 2025 Jan 29, 2026
Hudson Capital Management LLC History Added to 105,974 10,090 2.53% 2.63% 208 +2,042 1.96% Q4 2025 Jan 21, 2026
FOSTER & MOTLEY INC History Added to 103,372 9,843 0.52% 0.51% 209 +3,154 3.15% Q4 2025 Jan 15, 2026
COMMUNITY TRUST & INVESTMENT CO History Added to 101,182 9,634 0.51% 0.52% 210 +282 0.28% Q4 2025 Jan 09, 2026
CIM, LLC History Added to 100,789 9,597 1.26% 1.21% 211 +3,154 3.23% Q4 2025 Feb 18, 2026
CONNABLE OFFICE INC History Reduced 97,215 9,256 0.85% 0.98% 212 -13,994 -12.58% Q4 2025 Feb 03, 2026
TSA Wealth Managment LLC History Added to 96,933 9,229 3.06% 3.11% 213 +742 0.77% Q4 2025 Jan 22, 2026
Smartleaf Asset Management LLC History Added to 94,096 8,981 0.34% 0.53% 214 +4,750 5.32% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 93,918 8,942 0.05% 0.05% 215 +588 0.63% Q4 2025 Feb 12, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 90,920 8,657 0.25% 0.25% 216 -1,395 -1.51% Q4 2025 Feb 10, 2026
Procyon Advisors, LLC History Reduced 90,375 8,605 0.42% 0.52% 217 -1,224 -1.34% Q4 2025 Jan 07, 2026
TD ASSET MANAGEMENT INC History No change 90,000 8,569 0.01% 0.01% 218 0 0.0% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 87,058 8,289 0.01% 0.01% 219 -50,997 -36.94% Q4 2025 Feb 10, 2026
BEACON FINANCIAL GROUP History New 84,948 8,088 0.8% — 220 +84,948 New Q4 2025 Apr 01, 2026
Impact Partnership Wealth, LLC History Added to 84,877 8,081 1.04% 0.99% 221 +15,073 21.59% Q4 2025 Feb 10, 2026
Vestmark Advisory Solutions, Inc. History Added to 84,802 8,074 0.11% 0.09% 222 +36,119 74.19% Q4 2025 Feb 06, 2026
Invst, LLC History Reduced 84,263 8,023 0.87% 1.06% 224 -13,965 -14.22% Q4 2025 Feb 11, 2026
Anfield Capital Management, LLC History Added to 84,261 8,023 2.53% 2.35% 223 +368 0.44% Q4 2025 Feb 03, 2026
LEUTHOLD GROUP, LLC History Reduced 81,963 7,804 0.84% 0.88% 225 -2,533 -3.0% Q4 2025 Feb 05, 2026
RATIONAL ADVISORS, INC. History Reduced 81,858 7,794 0.8% 0.8% 226 -3,192 -3.75% Q4 2025 Feb 10, 2026
Blankinship & Foster, LLC History Reduced 81,702 7,779 1.68% 1.7% 227 -89 -0.11% Q4 2025 Jan 23, 2026
West Family Investments, Inc. History No change 80,697 7,718 1.81% 261.07% 228 0 0.0% Q4 2025 Feb 11, 2026
HARBOUR INVESTMENTS, INC. History Reduced 80,924 7,705 0.16% 0.18% 229 -934 -1.14% Q4 2025 Feb 09, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 80,246 7,641 0.37% 0.37% 230 -474 -0.59% Q4 2025 Feb 06, 2026
PAX Financial Group, LLC History Added to 80,149 7,631 1.32% 1.21% 231 +9,722 13.8% Q4 2025 Feb 05, 2026
Proficio Capital Partners LLC History Added to 78,225 7,448 0.52% 0.46% 232 +8,214 11.73% Q4 2025 Feb 12, 2026
Snider Financial Group History Added to 78,113 7,437 1.98% 1.95% 233 +2,849 3.79% Q4 2025 Jan 21, 2026
BENJAMIN EDWARDS INC History Added to 77,169 7,347 0.08% 0.08% 234 +310 0.4% Q4 2025 Feb 02, 2026
Regal Investment Advisors LLC History Added to 76,842 7,316 0.44% 0.45% 235 +4,887 6.79% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 75,639 7,202 0.18% 0.19% 236 -2,317 -2.97% Q4 2025 Feb 09, 2026
ALESCO ADVISORS LLC History Added to 74,672 7,110 0.18% 0.03% 237 +61,277 457.46% Q4 2025 Jan 28, 2026
FIRST AMERICAN TRUST, FSB History Added to 73,601 7,008 0.48% 0.39% 238 +16,968 29.96% Q4 2025 Feb 11, 2026
McKinley Carter Wealth Services, Inc. History Added to 71,740 6,831 0.38% 0.25% 239 +22,107 44.54% Q4 2025 Feb 06, 2026
Shared Vision Wealth Group LLC History Added to 70,831 6,782 2.75% 2.83% 240 +1,129 1.62% Q4 2025 Feb 11, 2026
WBH ADVISORY INC History Reduced 70,779 6,739 0.5% 0.75% 241 -31,885 -31.06% Q4 2025 Jan 26, 2026
Alternative Investment Advisors, LLC. History New 70,466 6,710 2.89% — 242 +70,466 New Q4 2025 Feb 24, 2026
Fort Point Capital Partners LLC History Added to 69,704 6,667 0.75% 0.71% 243 +5,882 9.22% Q4 2025 Feb 13, 2026
QUATTRO FINANCIAL ADVISORS LLC History Added to 69,903 6,656 1.99% 1.48% 244 +20,823 42.43% Q4 2025 Jan 26, 2026
Bay Harbor Wealth Management, LLC History Added to 68,841 6,555 1.71% 1.76% 245 +341 0.5% Q4 2025 Feb 02, 2026
Elevated Financial Group LLC History New 68,671 6,538 2.26% — 246 +68,671 New Q4 2025 Jan 29, 2026
Ashton Thomas Private Wealth, LLC History Added to 67,549 6,431 0.16% 0.15% 247 +6,059 9.85% Q4 2025 Jan 29, 2026
SAX WEALTH ADVISORS, LLC History Added to 67,527 6,429 0.3% 0.02% 248 +62,658 1286.88% Q4 2025 Jan 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 67,436 6,421 0.1% 0.09% 249 +5,436 8.77% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 66,338 6,316 0.01% 0.01% 250 +15,881 31.47% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 65,134 6,202 0.03% 0.04% 251 -18,888 -22.48% Q4 2025 Feb 06, 2026
Winthrop Capital Management, LLC History Reduced 65,064 6,195 1.44% 1.57% 252 -3,375 -4.93% Q4 2025 Feb 10, 2026
Pettinga Financial Advisors LLC History Added to 64,971 6,186 1.17% 1.19% 253 +760 1.18% Q4 2025 Feb 12, 2026
Keystone Financial Services History Added to 64,528 6,144 1.85% 1.77% 254 +4,565 7.61% Q4 2025 Feb 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 63,771 6,072 0.07% 0.08% 255 -5,524 -7.97% Q4 2025 Jan 21, 2026
Aureum Wealth Management, LLC History New 63,761 6,071 5.63% — 256 +63,761 New Q4 2025 Jan 28, 2026
Van Hulzen Asset Management, LLC History Added to 63,033 6,002 0.44% 0.17% 257 +39,202 164.5% Q4 2025 Feb 06, 2026
Columbus Macro, LLC History Added to 62,745 5,974 0.65% 0.64% 258 +3,898 6.62% Q4 2025 Jan 15, 2026
Archford Capital Strategies, LLC History Added to 61,941 5,898 0.69% 0.67% 259 +3,084 5.24% Q4 2025 Jan 15, 2026
Cobblestone Asset Management LLC History Added to 61,084 5,816 2.61% 2.54% 260 +2,793 4.79% Q4 2025 Jan 15, 2026
RETIREMENT CAPITAL STRATEGIES History Added to 61,052 5,813 2.16% 0.09% 261 +58,528 2318.86% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History Added to 61,022 5,810 0.57% 0.56% 262 +4,050 7.11% Q4 2025 Feb 13, 2026
Legacy Financial Group LLC History Added to 60,936 5,801 0.72% 0.74% 263 +1,224 2.05% Q4 2025 Feb 05, 2026
McNaughton Wealth Management, LLC History Added to 60,019 5,715 2.35% 2.41% 264 +45 0.08% Q4 2025 Jan 12, 2026
Concurrent Investment Advisors, LLC History Added to 59,810 5,695 0.06% 0.06% 265 +25,717 75.43% Q4 2025 Jan 29, 2026
SigFig Wealth Management, LLC History Added to 59,676 5,682 0.17% 0.17% 266 +1,170 2.0% Q4 2025 Jan 16, 2026
CI INVESTMENTS INC. History No change 59,457 5,661 0.02% 0.02% 267 0 0.0% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Added to 59,408 5,656 0.2% 0.21% 268 +1,936 3.37% Q4 2025 Jan 27, 2026
Betterment LLC History Added to 57,082 5,435 0.01% 0.01% 269 +1,043 1.86% Q4 2025 Feb 12, 2026
Genesis Wealth Advisors, LLC History Added to 56,200 5,351 3.67% 3.73% 270 +557 1.0% Q4 2025 Feb 13, 2026
JMAC ENTERPRISES LLC History Added to 56,192 5,350 1.02% 1.0% 271 +3,303 6.25% Q4 2025 Jan 21, 2026
Signal Advisors Wealth, LLC History Added to 54,835 5,221 0.42% 0.43% 272 +5,117 10.29% Q4 2025 Jan 13, 2026
Inspire Advisors, LLC History Added to 54,240 5,164 0.48% 0.46% 273 +4,206 8.41% Q4 2025 Feb 13, 2026
Essential Planning, LLC. History Reduced 53,431 5,087 1.62% 1.84% 274 -2,888 -5.13% Q4 2025 Jan 15, 2026
Capital Analysts, LLC History Reduced 53,101 5,056 0.15% 0.17% 275 -6,503 -10.91% Q4 2025 Feb 11, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 53,121 5,055 0.65% 0.75% 276 -2,489 -4.48% Q4 2025 Feb 04, 2026
CHOREO, LLC History Added to 52,908 5,050 0.06% 0.07% 277 +437 0.83% Q4 2025 Jan 23, 2026
Riggs Asset Managment Co. Inc. History Added to 52,775 5,025 1.01% 0.97% 278 +5,648 11.98% Q4 2025 Jan 29, 2026
Cypress Wealth Services, LLC History Added to 52,214 4,971 0.69% 0.72% 279 +5,821 12.55% Q4 2025 Jan 14, 2026
True Vision MN LLC History Added to 51,667 4,919 2.5% 2.5% 280 +1,240 2.46% Q4 2025 Jan 14, 2026
Mayflower Financial Advisors, LLC History Added to 51,514 4,905 0.59% 0.57% 281 +3,858 8.1% Q4 2025 Jan 13, 2026
Parallel Advisors, LLC History Added to 51,485 4,902 0.09% 0.07% 282 +10,467 25.52% Q4 2025 Feb 11, 2026
CORE WEALTH ADVISORS, LLC History New 50,875 4,844 3.82% — 283 +50,875 New Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 50,650 4,823 0.01% 0.0% 284 +34,323 210.22% Q4 2025 Feb 18, 2026
Monument Capital Management History New 50,220 4,781 1.19% — 285 +50,220 New Q4 2025 Jan 26, 2026
WCG Wealth Advisors LLC History Reduced 47,796 4,551 0.13% 0.29% 286 -605 -1.25% Q4 2025 Feb 10, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 47,523 4,525 0.06% 0.06% 287 -7,925 -14.29% Q4 2025 Feb 02, 2026
CLIENT 1ST ADVISORY GROUP, LLC History Added to 46,923 4,467 1.4% 1.21% 288 +8,654 22.61% Q4 2025 Jan 12, 2026
Shepherd Financial Partners LLC History Added to 46,654 4,442 0.41% 0.42% 289 +804 1.75% Q4 2025 Feb 10, 2026
Daviman Financial, LLC History New 46,182 4,397 2.58% — 290 +46,182 New Q4 2025 Feb 06, 2026
Crabel Capital Management, LLC History Added to 45,867 4,367 3.3% 1.26% 291 +31,032 209.18% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 45,506 4,333 0.19% 0.19% 292 -2,563 -5.33% Q4 2025 Feb 17, 2026
Arax Advisory Partners History New 45,428 4,325 0.13% — 293 +45,428 New Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 45,313 4,314 0.0% 0.0% 294 +688 1.54% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 44,900 4,275 0.0% 0.0% 295 -113,031 -71.57% Q4 2025 Feb 17, 2026
Simplicity Wealth,LLC History Added to 44,588 4,245 0.25% 0.24% 296 +1,111 2.56% Q4 2025 Jan 30, 2026
Sovran Advisors, LLC History Added to 44,192 4,227 0.36% 0.34% 297 +4,310 10.81% Q4 2025 Jan 20, 2026
Focus Financial Network, Inc. History Added to 43,789 4,169 0.15% 0.15% 298 +403 0.93% Q4 2025 Jan 12, 2026
Knights of Columbus Asset Advisors LLC History No change 43,729 4,163 0.24% 0.24% 299 0 0.0% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Added to 43,623 4,153 0.06% 0.06% 300 +3,972 10.02% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Added to 43,353 4,128 0.07% 0.07% 301 +350 0.81% Q4 2025 Jan 22, 2026
WealthShield Partners, LLC History Added to 42,851 4,080 0.45% 0.45% 302 +1,350 3.25% Q4 2025 Feb 03, 2026
Csenge Advisory Group History Added to 42,334 4,031 0.18% 0.17% 303 +5,089 13.66% Q4 2025 Feb 06, 2026
Advisors Preferred, LLC History New 42,224 4,017 0.65% — 304 +42,224 New Q4 2025 Feb 02, 2026
PROFFITT & GOODSON INC History Reduced 42,042 4,003 0.56% 0.58% 305 -156 -0.37% Q4 2025 Jan 27, 2026
Sunesis Advisors, LLC History Added to 41,787 3,978 1.8% 1.81% 306 +1,095 2.69% Q4 2025 Feb 02, 2026
Insight Wealth Strategies, LLC History Added to 41,617 3,962 0.45% 0.46% 307 +373 0.9% Q4 2025 Jan 02, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 40,514 3,876 0.18% — 308 +40,514 New Q4 2025 Feb 03, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 40,500 3,856 0.02% — 309 +40,500 New Q4 2025 Feb 17, 2026
Fermata Advisors, LLC History Added to 39,996 3,808 0.91% 0.96% 310 +394 0.99% Q4 2025 Jan 08, 2026
OpenArc Corporate Advisory, LLC History New 39,909 3,800 0.06% — 311 +39,909 New Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 39,743 3,784 0.18% 0.22% 312 +6,750 20.46% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Added to 38,737 3,688 0.08% 0.08% 313 +514 1.34% Q4 2025 Feb 02, 2026
MMA ASSET MANAGEMENT LLC History Added to 38,531 3,668 1.31% 0.89% 314 +10,402 36.98% Q4 2025 Feb 03, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 38,358 3,652 1.05% 1.0% 315 +4,438 13.08% Q4 2025 Feb 11, 2026
JGP Wealth Management, LLC History Added to 38,296 3,646 0.38% 0.29% 316 +11,194 41.3% Q4 2025 Jan 12, 2026
UNIVEST FINANCIAL Corp History Added to 37,788 3,598 0.19% 0.17% 317 +5,366 16.55% Q4 2025 Feb 04, 2026
TME FINANCIAL, INC. History Added to 37,607 3,580 2.51% 2.41% 318 +3,858 11.43% Q4 2025 Jan 27, 2026
Bigelow Investment Advisors, LLC History Added to 37,400 3,561 1.39% 1.27% 319 +4,218 12.71% Q4 2025 Jan 28, 2026
Tortoise Investment Management, LLC History Reduced 37,002 3,523 0.31% 0.44% 320 -14,884 -28.69% Q4 2025 Feb 06, 2026
May Hill Capital, LLC History Added to 36,982 3,521 0.46% 0.4% 321 +22,648 158.0% Q4 2025 Feb 05, 2026
Jacobi Capital Management LLC History Added to 36,504 3,475 0.2% 0.19% 322 +3,874 11.87% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Reduced 35,984 3,426 0.08% 0.1% 323 -5,139 -12.5% Q4 2025 Feb 04, 2026
Sachetta, LLC History Added to 35,535 3,383 1.85% 1.2% 324 +1,793 5.31% Q4 2025 Feb 02, 2026
CITIZENS & NORTHERN CORP History Added to 35,349 3,365 0.83% 0.81% 325 +969 2.82% Q4 2025 Jan 28, 2026
ASHTON THOMAS SECURITIES, LLC History Added to 35,156 3,340 0.63% 0.46% 326 +459 1.32% Q4 2025 Feb 02, 2026
Range Financial Group LLC History Added to 34,650 3,299 1.14% 0.51% 327 +19,824 133.71% Q4 2025 Jan 15, 2026
Centurion Wealth Management LLC History Added to 34,322 3,268 0.72% 0.72% 328 +1,171 3.53% Q4 2025 Jan 14, 2026
Mosley Wealth Management History New 34,272 3,260 1.49% — 329 +34,272 New Q4 2025 Feb 12, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 34,182 3,254 0.55% 0.45% 330 +5,858 20.68% Q4 2025 Feb 17, 2026
Hexagon Capital Partners LLC History Added to 34,175 3,254 0.6% 0.61% 331 +2,086 6.5% Q4 2025 Feb 06, 2026
Trivium Point Advisory, LLC History Added to 33,785 3,217 0.32% 0.29% 332 +3,731 12.41% Q4 2025 Jan 26, 2026
Sequoia Financial Advisors, LLC History Reduced 33,710 3,209 0.02% 0.03% 333 -17,375 -34.01% Q4 2025 Feb 03, 2026
Atlatl Advisers LLC History Added to 33,552 3,194 1.22% 1.19% 334 +2,051 6.51% Q4 2025 Feb 09, 2026
Centennial Wealth Advisory LLC History Added to 33,418 3,182 0.84% 0.85% 335 +1,409 4.4% Q4 2025 Jan 14, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 32,713 3,114 0.23% 0.21% 336 +4,862 17.46% Q4 2025 Feb 04, 2026
Diversify Advisory Services, LLC History Reduced 32,549 3,110 0.1% 0.15% 337 -15,343 -32.04% Q4 2025 Jan 23, 2026
MGO ONE SEVEN LLC History Added to 32,597 3,103 0.06% 0.05% 338 +9,979 44.12% Q4 2025 Feb 03, 2026
5T Wealth, LLC History Added to 32,481 3,092 1.24% 1.25% 339 +2,336 7.75% Q4 2025 Jan 27, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 32,208 3,066 0.19% 0.2% 340 +3,286 11.36% Q4 2025 Feb 11, 2026
Arkadios Wealth Advisors History Added to 31,687 3,017 0.06% 0.07% 341 +2,680 9.24% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 31,527 3,002 0.02% 0.02% 342 +1,485 4.94% Q4 2025 Feb 13, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 31,187 2,969 2.1% 2.34% 343 -532 -1.68% Q4 2025 Feb 13, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 30,743 2,927 0.06% 0.03% 344 +16,040 109.09% Q4 2025 Feb 05, 2026
Integrity Advisory Solutions, LLC History Added to 30,727 2,925 0.42% 0.41% 345 +3,757 13.93% Q4 2025 Feb 09, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 30,716 2,924 0.32% 0.34% 346 -1,940 -5.94% Q4 2025 Jan 29, 2026
Quadrant Private Wealth Management, LLC History Added to 30,571 2,910 0.48% 0.49% 347 +2,114 7.43% Q4 2025 Jan 26, 2026
Hoxton Planning & Management, LLC History Added to 30,502 2,904 0.87% 0.89% 348 +1,331 4.56% Q4 2025 Feb 11, 2026
Cornerstone Planning Group LLC History Added to 29,866 2,857 0.45% 0.4% 349 +3,389 12.8% Q4 2025 Feb 02, 2026
Snowden Capital Advisors LLC History Reduced 29,938 2,850 0.07% 0.08% 350 -548 -1.8% Q4 2025 Feb 17, 2026
PRIVATE TRUST CO NA History Added to 29,565 2,815 0.25% 0.22% 351 +2,788 10.41% Q4 2025 Jan 26, 2026
Yukon Wealth Management, Inc. History Added to 28,954 2,756 1.59% 0.86% 352 +1,339 4.85% Q4 2025 Feb 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 28,802 2,742 0.13% 0.12% 353 +750 2.67% Q4 2025 Jan 21, 2026
Sierra Capital LLC History Reduced 28,777 2,742 0.29% 0.31% 354 -153 -0.53% Q4 2025 Feb 18, 2026
Dorsey & Whitney Trust CO LLC History Added to 27,945 2,660 0.14% 0.11% 355 +5,958 27.1% Q4 2025 Feb 11, 2026
ArborFi Advisors, LLC History Added to 27,902 2,656 2.16% 2.04% 356 +1,520 5.76% Q4 2025 Jan 29, 2026
Redwood Investment Management, LLC History Added to 27,698 2,637 0.3% 0.2% 357 +8,761 46.26% Q4 2025 Feb 17, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 27,658 2,633 0.19% 0.05% 358 +20,486 285.64% Q4 2025 Feb 12, 2026
Chatterton & Associates Inc. History New 27,053 2,575 2.2% — 359 +27,053 New Q4 2025 Jan 20, 2026
SWMG, LLC History Reduced 26,638 2,544 0.71% 0.78% 360 -177 -0.66% Q4 2025 Feb 10, 2026
Cassilly Financial Group LLC History New 26,653 2,537 2.24% — 361 +26,653 New Q4 2025 Jan 15, 2026
Stratos Wealth Partners, LTD. History Reduced 26,636 2,536 0.03% 0.03% 362 -3,008 -10.15% Q4 2025 Jan 20, 2026
Barnes Wealth Management Group, Inc History Added to 26,490 2,522 1.35% 1.35% 363 +769 2.99% Q4 2025 Feb 24, 2026
Western Wealth Management, LLC History Added to 26,447 2,518 0.12% 0.1% 364 +7,166 37.17% Q4 2025 Feb 05, 2026
Braun-Bostich & Associates Inc. History Added to 26,109 2,486 1.53% 1.52% 365 +783 3.09% Q4 2025 Jan 14, 2026
Tradition Wealth Management, LLC History Reduced 26,105 2,485 0.18% 0.18% 366 -31 -0.12% Q4 2025 Feb 11, 2026
AlphaCentric Advisors LLC History New 26,000 2,475 2.47% — 367 +26,000 New Q4 2025 Feb 12, 2026
Compass Financial Group, Inc. History Reduced 25,866 2,462 1.09% 1.11% 368 -158 -0.61% Q4 2025 Feb 05, 2026
KICKSTAND VENTURES, LLC. History Added to 25,734 2,450 0.52% 0.5% 369 +1,859 7.79% Q4 2025 Jan 29, 2026
EP Wealth Advisors, LLC History New 25,307 2,409 0.01% — 370 +25,307 New Q4 2025 Feb 18, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 25,263 2,405 0.05% 0.05% 371 +3,244 14.73% Q4 2025 Feb 18, 2026
IFP Advisors, Inc History Added to 25,194 2,398 0.05% 0.06% 372 +158 0.63% Q4 2025 Feb 06, 2026
Gateway Wealth Partners, LLC History Added to 24,982 2,378 0.26% 0.25% 373 +5,449 27.9% Q4 2025 Feb 11, 2026
WASHINGTON TRUST BANK History No change 24,860 2,367 0.17% 0.17% 374 0 0.0% Q4 2025 Feb 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 24,493 2,332 0.15% 0.16% 375 -73 -0.3% Q4 2025 Feb 06, 2026
Great Diamond Partners, LLC History Added to 24,397 2,323 0.45% 0.42% 376 +1,440 6.27% Q4 2025 Feb 06, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 24,297 2,313 0.28% 0.28% 377 +1,272 5.52% Q4 2025 Jan 26, 2026
Voya Financial Advisors, Inc. History Reduced 24,065 2,297 0.22% 0.22% 378 -377 -1.54% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History New 23,927 2,278 0.0% — 379 +23,927 New Q4 2025 Feb 10, 2026
Compass Financial Group, Inc. (Ohio) History New 23,877 2,273 1.66% — 380 +23,877 New Q4 2025 Mar 04, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 23,772 2,263 0.96% 0.95% 381 +1,435 6.42% Q4 2025 Feb 18, 2026
TritonPoint Partners, LLC History New 23,711 2,257 1.2% — 382 +23,711 New Q4 2025 Feb 13, 2026
DB Fitzpatrick & Co, Inc History Reduced 23,587 2,245 2.0% 2.13% 383 -1,139 -4.61% Q4 2025 Jan 15, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 23,384 2,234 0.65% 0.61% 384 +4,607 24.54% Q4 2025 Feb 10, 2026
Bestgate Wealth Advisors, LLC History Added to 23,457 2,233 3.92% 3.77% 385 +1,018 4.54% Q4 2025 Jan 16, 2026
Community Bank, N.A. History Added to 23,102 2,199 0.26% 0.26% 386 +804 3.61% Q4 2025 Feb 04, 2026
Apeiron RIA LLC History Reduced 22,788 2,170 0.44% 1.08% 387 -27,659 -54.83% Q4 2025 Feb 03, 2026
LIFELONG WEALTH ADVISORS, INC. History Added to 22,769 2,168 0.57% 0.56% 388 +3,087 15.68% Q4 2025 Jan 12, 2026
DecisionMap Wealth Management, LLC History Reduced 22,622 2,154 1.33% 1.51% 389 -2,155 -8.7% Q4 2025 Jan 07, 2026
One Capital Management, LLC History Added to 22,586 2,150 0.06% 0.02% 390 +16,370 263.35% Q4 2025 Feb 10, 2026
UMB Bank, n.a. History Added to 22,556 2,147 0.03% 0.02% 391 +11,405 102.28% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Added to 22,480 2,140 0.13% 0.11% 392 +2,280 11.29% Q4 2025 Feb 03, 2026
D.A. DAVIDSON & CO. History Added to 22,447 2,137 0.01% 0.01% 393 +1,293 6.11% Q4 2025 Jan 29, 2026
MA Private Wealth History Added to 22,240 2,117 0.35% 0.36% 394 +26 0.12% Q4 2025 Feb 03, 2026
LOOMIS SAYLES & CO L P History Added to 22,150 2,109 0.0% 0.0% 395 +18,850 571.21% Q4 2025 Feb 12, 2026
L & S Advisors Inc History New 22,055 2,100 0.19% — 396 +22,055 New Q4 2025 Feb 05, 2026
Waverly Advisors, LLC History Reduced 21,999 2,094 0.02% 0.02% 397 -1,785 -7.51% Q4 2025 Feb 17, 2026
ShoreHaven Wealth Partners, LLC History Reduced 21,961 2,091 0.75% 0.81% 398 -970 -4.23% Q4 2025 Feb 10, 2026
Trilogy Capital Inc. History Reduced 21,803 2,076 0.09% 0.1% 399 -177 -0.81% Q4 2025 Jan 22, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 21,585 2,055 0.13% 0.13% 400 +715 3.43% Q4 2025 Feb 17, 2026
MidWestOne Financial Group, Inc. History Added to 21,334 2,031 0.23% 0.21% 401 +2,894 15.69% Q4 2025 Feb 12, 2026
Traveka Wealth, LLC History Added to 21,073 2,006 0.82% 0.51% 402 +9,016 74.78% Q4 2025 Jan 08, 2026
CURTIS WEALTH MANAGEMENT LLC History New 20,948 2,005 1.74% — 403 +20,948 New Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 20,878 1,988 0.02% — 404 +20,878 New Q4 2025 Feb 18, 2026
Liberty Atlantic Advisors LLC History New 20,854 1,985 1.95% — 405 +20,854 New Q4 2025 Feb 03, 2026
Whalen Wealth Management Inc. History New 20,686 1,969 1.06% — 406 +20,686 New Q4 2025 Jan 20, 2026
Stelac Advisory Services LLC History Reduced 20,641 1,965 0.69% 0.7% 407 -525 -2.48% Q4 2025 Feb 12, 2026
Compound Planning, Inc. History Reduced 20,428 1,945 0.06% 0.39% 408 -104,776 -83.68% Q4 2025 Feb 19, 2026
RHS Financial, LLC History Reduced 20,325 1,935 0.94% 1.36% 409 -7,186 -26.12% Q4 2025 Jan 16, 2026
CITADEL ADVISORS LLC History Reduced 20,200 1,923 0.0% 0.0% 410 -67,400 -76.94% Q4 2025 Feb 17, 2026
J.M. Arbour, LLC History New 20,191 1,922 1.92% — 411 +20,191 New Q4 2025 Jan 26, 2026
Buttonwood Financial Group, LLC History Reduced 20,018 1,917 1.02% 1.15% 412 -7,913 -28.33% Q4 2025 Jan 13, 2026
WealthPLAN Partners, LLC History Added to 20,104 1,914 0.29% 0.28% 413 +532 2.72% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Added to 20,097 1,913 0.33% 0.33% 414 +1,255 6.66% Q4 2025 Feb 12, 2026
Kilter Group LLC History Added to 19,846 1,889 0.83% 0.88% 415 +219 1.12% Q4 2025 Feb 13, 2026
Payne Capital LLC History Added to 19,714 1,877 1.91% 1.88% 416 +217 1.11% Q4 2025 Jan 20, 2026
BCU Wealth Advisors, LLC History Reduced 19,610 1,867 0.71% 0.77% 417 -362 -1.81% Q4 2025 Jan 30, 2026
Strategic Blueprint, LLC History Reduced 19,600 1,866 0.11% 0.09% 418 -1,292 -6.18% Q4 2025 Jan 30, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 19,529 1,859 0.01% 0.01% 419 +141 0.73% Q4 2025 Feb 12, 2026
Sowell Financial Services LLC History Added to 19,356 1,843 0.07% 0.03% 421 +10,291 113.52% Q4 2025 Jan 21, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 19,356 1,843 0.2% 0.21% 420 -109 -0.56% Q4 2025 Jan 20, 2026
LifePlan Investment Advisors, Inc. History Added to 19,327 1,840 0.75% 0.72% 422 +1,193 6.58% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Reduced 19,179 1,826 0.04% 0.05% 423 -1,715 -8.21% Q4 2025 Feb 13, 2026
Polaris Investment Advisors, LLC History New 19,171 1,825 1.32% — 424 +19,171 New Q4 2025 Jan 15, 2026
Coordinated Financial Services, Inc. History Reduced 19,124 1,820 1.05% 1.19% 425 -357 -1.83% Q4 2025 Feb 09, 2026
B. Riley Wealth Advisors, Inc. History Reduced 18,807 1,790 0.08% 0.08% 426 -491 -2.54% Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Reduced 18,795 1,789 0.05% 0.08% 427 -9,394 -33.33% Q4 2025 Feb 13, 2026
Alteri Wealth LLC History Added to 18,467 1,758 0.57% 0.6% 428 +118 0.64% Q4 2025 Feb 11, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 18,371 1,749 0.02% 0.02% 429 +34 0.19% Q4 2025 Feb 09, 2026
Davis Wealth Advisors, LLC History New 18,258 1,738 1.45% — 430 +18,258 New Q4 2025 Feb 17, 2026
Invariant Investment Management History New 18,104 1,734 1.11% — 431 +18,104 New Q4 2025 Jan 26, 2026
Lakeshore Capital Group, Inc. History Added to 18,140 1,727 1.38% 1.38% 432 +128 0.71% Q4 2025 Jan 21, 2026
COMMERCE BANK History Added to 18,054 1,719 0.01% 0.01% 433 +2,418 15.46% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 17,876 1,702 0.03% 0.04% 434 -1,513 -7.8% Q4 2025 Feb 19, 2026
Maia Wealth LLC History Reduced 17,551 1,687 0.29% 0.29% 435 -413 -2.3% Q4 2025 Feb 17, 2026
Legacy Edge Advisors, LLC History New 17,716 1,686 0.18% — 436 +17,716 New Q4 2025 Feb 02, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History Added to 17,635 1,679 0.44% 0.42% 437 +2,412 15.84% Q4 2025 Feb 13, 2026
Intelligence Driven Advisers, LLC History Reduced 17,618 1,677 0.24% 0.26% 438 -2,040 -10.38% Q4 2025 Jan 23, 2026
ADVISORY RESEARCH INC History No change 17,518 1,668 0.21% 0.22% 439 0 0.0% Q4 2025 Feb 13, 2026
Haverford Trust Co History Reduced 17,506 1,666 0.01% 0.02% 440 -192 -1.08% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 17,244 1,641 0.01% — 441 +17,244 New Q4 2025 Feb 13, 2026
Auour Investments LLC History Added to 17,040 1,622 0.52% 0.31% 442 +7,106 71.53% Q4 2025 Jan 12, 2026
BAILARD, INC. History Reduced 17,013 1,619 0.04% 0.07% 443 -16,204 -48.78% Q4 2025 Feb 04, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 16,929 1,611 1.34% 1.17% 444 +1,948 13.0% Q4 2025 Jan 23, 2026
Intrua Financial, LLC History New 16,850 1,604 0.17% — 445 +16,850 New Q4 2025 Feb 05, 2026
Clearview Wealth Advisors LLC History Added to 16,809 1,600 1.01% 0.98% 446 +709 4.4% Q4 2025 Feb 17, 2026
K2 Financial Inc. History Added to 16,795 1,599 1.24% 1.26% 447 +350 2.13% Q4 2025 Jan 22, 2026
OLD MISSION CAPITAL LLC History New 16,737 1,593 0.04% — 448 +16,737 New Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 16,663 1,587 0.1% 0.1% 449 -63 -0.38% Q4 2025 Feb 13, 2026
Keebeck Wealth Management History Added to 16,641 1,584 0.18% 0.16% 450 +2,765 19.93% Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 16,615 1,582 0.16% 0.19% 451 -2,191 -11.65% Q4 2025 Jan 27, 2026
Gen-Wealth Partners Inc History Added to 16,528 1,573 0.5% 0.43% 452 +3,191 23.93% Q4 2025 Feb 13, 2026
Concorde Asset Management, LLC History Added to 16,148 1,537 0.61% 0.57% 453 +1,726 11.97% Q4 2025 Feb 13, 2026
Farmers National Bank History New 16,031 1,526 0.34% — 454 +16,031 New Q4 2025 Mar 12, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 16,006 1,524 0.25% 0.28% 455 -225 -1.39% Q4 2025 Feb 11, 2026
BINGHAM PRIVATE WEALTH, LLC History New 15,903 1,514 1.31% — 456 +15,903 New Q4 2025 Jan 23, 2026
RDA Financial Network History Reduced 15,892 1,513 0.36% 0.46% 457 -3,715 -18.95% Q4 2025 Jan 06, 2026
ORG Wealth Partners, LLC History No change 15,880 1,512 0.36% 0.32% 458 0 0.0% Q4 2025 Jan 14, 2026
WATERSHED PRIVATE WEALTH LLC History Reduced 15,642 1,489 0.45% 0.47% 459 -113 -0.72% Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Added to 15,737 1,487 0.04% 0.03% 460 +988 6.7% Q4 2025 Feb 11, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 15,391 1,465 0.11% 0.1% 461 -7 -0.05% Q4 2025 Jan 23, 2026
BOS Asset Management, LLC History Added to 15,244 1,451 0.39% 0.41% 462 +97 0.64% Q4 2025 Jan 09, 2026
WealthPoint Financial, LLC History New 15,212 1,448 1.26% — 464 +15,212 New Q4 2025 Feb 19, 2026
M&T BANK CORP History Reduced 15,216 1,448 0.0% 0.01% 463 -1,722 -10.17% Q4 2025 Jan 30, 2026
REGIMEN WEALTH, LLC History Added to 15,197 1,447 0.42% 0.42% 465 +484 3.29% Q4 2025 Feb 09, 2026
GHP Investment Advisors, Inc. History Added to 15,191 1,446 0.06% 0.06% 466 +171 1.14% Q4 2025 Jan 27, 2026
Portfolio Resources Advisor Group, Inc. History New 15,082 1,436 1.43% — 468 +15,082 New Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Added to 15,081 1,436 0.01% 0.01% 467 +1,525 11.25% Q4 2025 Jan 13, 2026
HSBC HOLDINGS PLC History Added to 15,047 1,432 0.0% 0.0% 469 +11,121 283.27% Q4 2025 Mar 20, 2026
FIDUCIARY TRUST CO History Reduced 15,027 1,430 0.02% 0.02% 470 -865 -5.44% Q4 2025 Feb 13, 2026
CAP Partners, LLC History Added to 14,996 1,427 0.81% 0.75% 471 +1,196 8.67% Q4 2025 Feb 04, 2026
Emergent Wealth Advisors, LLC History Added to 14,798 1,409 0.79% 0.8% 472 +307 2.12% Q4 2025 Jan 14, 2026
DMC Group, LLC History Reduced 14,641 1,394 0.93% 0.97% 473 -65 -0.44% Q4 2025 Jan 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 14,562 1,386 0.03% 0.03% 474 -109 -0.74% Q4 2025 Feb 12, 2026
Archer Investment Management, LLC History New 14,434 1,374 0.74% — 475 +14,434 New Q4 2025 Jan 12, 2026
First Heartland Consultants, Inc. History Added to 14,410 1,372 0.1% 0.11% 476 +216 1.52% Q4 2025 Jan 09, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 14,388 1,370 0.23% — 477 +14,388 New Q4 2025 Feb 12, 2026
Pure Financial Advisors, LLC History Added to 14,316 1,363 0.25% 0.02% 478 +3,091 27.54% Q4 2025 Mar 04, 2026
Gotham Asset Management, LLC History Added to 14,226 1,354 0.0% 0.0% 479 +2,152 17.82% Q4 2025 Feb 17, 2026
CHAPMAN FINANCIAL GROUP, LLC History Reduced 14,162 1,348 0.92% 0.95% 480 -281 -1.95% Q4 2025 Feb 02, 2026
Cresset Asset Management, LLC History Added to 13,953 1,328 0.01% 0.01% 481 +507 3.77% Q4 2025 Feb 17, 2026
MSH Capital Advisors LLC History Added to 13,828 1,316 0.28% 0.3% 482 +1,864 15.58% Q4 2025 Feb 09, 2026
PRUDENTIAL FINANCIAL INC History Reduced 13,719 1,309 0.0% 0.17% 483 -1,462,000 -99.07% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Reduced 13,699 1,304 0.04% 0.04% 484 -310 -2.21% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Reduced 13,686 1,303 0.02% 0.02% 485 -217 -1.56% Q4 2025 Jan 13, 2026
Cadence Bank History Added to 13,670 1,301 0.08% 0.08% 486 +4 0.03% Q4 2025 Jan 30, 2026
RCS Financial Planning, LLC History Added to 13,610 1,295 0.56% 0.53% 487 +1,076 8.58% Q4 2025 Jan 15, 2026
Mach-1 Financial Group, LLC History Reduced 13,446 1,280 0.26% 0.41% 488 -13,524 -50.14% Q4 2025 Feb 06, 2026
BUSH INVESTMENT GROUP, LLC History Added to 13,431 1,278 0.72% 0.75% 489 +135 1.02% Q4 2025 Mar 05, 2026
Moors & Cabot, Inc. History Added to 13,327 1,268 0.05% 0.05% 490 +396 3.06% Q4 2025 Feb 10, 2026
Rosenberg Matthew Hamilton History Added to 13,025 1,240 0.26% 0.21% 491 +2,893 28.55% Q4 2025 Jan 05, 2026
BROWN ADVISORY INC History Added to 12,967 1,234 0.0% 0.0% 492 +133 1.04% Q4 2025 Feb 13, 2026
Tyche Wealth Partners LLC History Added to 12,804 1,219 0.19% 0.16% 493 +3,446 36.82% Q4 2025 Jan 23, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 12,684 1,207 0.45% 0.51% 494 -802 -5.95% Q4 2025 Jan 08, 2026
Global Assets Advisory, LLC History Added to 12,548 1,194 0.34% 0.23% 495 +4,397 53.94% Q4 2025 Feb 09, 2026
M1 Capital Management LLC History Added to 12,363 1,177 0.49% 0.5% 496 +86 0.7% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Added to 12,282 1,169 0.06% 0.04% 497 +3,200 35.23% Q4 2025 Jan 26, 2026
Montecito Bank & Trust History Reduced 12,201 1,161 0.19% 0.21% 498 -1,877 -13.33% Q4 2025 Jan 09, 2026
Two West Capital Advisors LLC History Reduced 12,062 1,148 0.67% 0.81% 499 -1,932 -13.81% Q4 2025 Jan 13, 2026
BNP PARIBAS History No change 12,000 1,143 0.03% 0.03% 500 0 0.0% Q4 2025 Feb 10, 2026
Venturi Wealth Management, LLC History Added to 11,914 1,134 0.05% 0.05% 501 +63 0.53% Q4 2025 Jan 22, 2026
Saxony Capital Management, LLC History Added to 11,848 1,128 0.69% 0.43% 502 +4,952 71.81% Q4 2025 Jan 15, 2026
CoreCap Advisors, LLC History Added to 11,855 1,128 0.04% 0.03% 503 +4,322 57.37% Q4 2025 Jan 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 11,831 1,126 0.01% 0.01% 504 +1,444 13.9% Q4 2025 Jan 29, 2026
Sigma Planning Corp History Reduced 11,806 1,124 0.03% 0.03% 505 -48 -0.4% Q4 2025 Jan 30, 2026
Optivise Advisory Services LLC History Reduced 11,783 1,121 0.65% 0.77% 506 -1,875 -13.73% Q4 2025 Jan 12, 2026
Tidal Investments LLC History No change 11,455 1,090 0.0% 0.0% 507 0 0.0% Q4 2025 Feb 13, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 11,439 1,089 0.91% 0.98% 508 0 0.0% Q4 2025 Feb 03, 2026
IHT Wealth Management, LLC History Added to 11,203 1,066 0.03% 0.03% 509 +457 4.25% Q4 2025 Feb 17, 2026
PACIFIC FINANCIAL GROUP INC History Added to 11,136 1,060 0.59% 0.6% 510 +2,594 30.37% Q4 2025 Feb 17, 2026
MARIPAU WEALTH MANAGEMENT LLC History Reduced 11,083 1,055 0.49% 0.55% 511 -468 -4.05% Q4 2025 Feb 17, 2026
Diversified Enterprises, LLC History Added to 11,046 1,051 0.06% 0.07% 512 +569 5.43% Q4 2025 Jan 28, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 11,028 1,050 0.23% 0.36% 513 -59 -0.53% Q4 2025 Feb 12, 2026
Florin Court Capital LLP History Added to 11,000 1,047 1.46% 0.58% 514 +3,200 41.03% Q4 2025 Feb 05, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 10,956 1,043 0.3% 1.55% 515 -43,729 -79.97% Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 10,951 1,042 0.0% 0.0% 516 +1,831 20.08% Q4 2025 Feb 17, 2026
Strive Financial Group ,LLC History New 10,915 1,039 0.51% — 517 +10,915 New Q4 2025 Feb 18, 2026
North Forty Two & Co. History Added to 10,903 1,038 0.98% 0.78% 518 +2,470 29.29% Q4 2025 Feb 09, 2026
Summit Wealth Group, LLC History Added to 10,892 1,037 0.24% 0.24% 519 +307 2.9% Q4 2025 Feb 06, 2026
Tempus Wealth Planning, LLC History Added to 10,876 1,035 0.24% 0.23% 520 +534 5.16% Q4 2025 Jan 16, 2026
Brookwood Investment Group LLC History Added to 10,869 1,034 0.12% 0.13% 521 +224 2.1% Q4 2025 Jan 22, 2026
Americana Partners, LLC History Reduced 10,544 1,004 0.03% 0.03% 522 -40 -0.38% Q4 2025 Feb 06, 2026
Transamerica Financial Advisors, LLC History Added to 10,261 977 0.08% 0.06% 523 +2,462 31.57% Q4 2025 Feb 13, 2026
Spire Wealth Management History Reduced 10,265 977 0.03% 0.04% 524 -2,395 -18.92% Q4 2025 Jan 14, 2026
ASL Financial, LLC History New 10,260 976 0.77% — 525 +10,260 New Q4 2025 Jan 20, 2026
Capital Investment Advisory Services, LLC History Added to 10,208 972 0.07% 0.06% 526 +1,789 21.25% Q4 2025 Jan 21, 2026
BIRCH FINANCIAL GROUP, LLC History Added to 10,126 964 0.55% 0.54% 527 +432 4.46% Q4 2025 Jan 15, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 10,121 963 0.02% 0.02% 528 -1,873 -15.62% Q4 2025 Jan 07, 2026
Koshinski Asset Management, Inc. History Reduced 10,055 957 0.06% 0.07% 529 -143 -1.4% Q4 2025 Feb 03, 2026
EJMK Ventures LLC History New 9,936 946 0.58% — 530 +9,936 New Q4 2025 Mar 03, 2026
Merkkuri Wealth Advisors LLC History Added to 9,824 935 0.64% 0.4% 531 +4,053 70.23% Q4 2025 Jan 29, 2026
Lido Advisors, LLC History Added to 9,786 931 0.0% 0.0% 532 +441 4.72% Q4 2025 Feb 10, 2026
GUGGENHEIM CAPITAL LLC History Reduced 9,607 914 0.01% 0.02% 533 -13,674 -58.73% Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History New 9,539 908 0.16% — 534 +9,539 New Q4 2025 Jan 26, 2026
Engineers Gate Manager LP History Added to 9,495 904 0.01% 0.01% 535 +2,599 37.69% Q4 2025 Feb 17, 2026
WealthTrak Capital Management LLC History Added to 9,503 904 0.65% 0.62% 536 +1,615 20.47% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Reduced 9,455 900 0.07% 0.08% 537 -603 -6.0% Q4 2025 Feb 17, 2026
Seed Wealth Management, Inc. History No change 9,420 896 0.62% 0.62% 538 0 0.0% Q4 2025 Jan 21, 2026
Cyndeo Wealth Partners, LLC History Added to 9,402 895 0.05% 0.05% 539 +743 8.58% Q4 2025 Jan 07, 2026
WEALTHGARDEN F.S. LLC History Reduced 9,197 880 0.58% 0.66% 540 -508 -5.23% Q4 2025 Feb 11, 2026
Resurgent Financial Advisors LLC History Reduced 9,152 871 0.44% 0.48% 541 -1,197 -11.57% Q4 2025 Feb 12, 2026
FC Advisory LLC History Reduced 9,147 870 0.25% 0.27% 542 -393 -4.12% Q4 2025 Jan 13, 2026
Magnus Financial Group LLC History Reduced 9,113 867 0.07% 0.1% 543 -3,555 -28.06% Q4 2025 Jan 07, 2026
Carter Financial Group, INC. History Added to 9,045 861 0.51% 0.51% 544 +151 1.7% Q4 2025 Feb 13, 2026
Clarendon Private LLC History Reduced 9,038 860 0.73% 0.91% 545 -1,453 -13.85% Q4 2025 Feb 05, 2026
Carr Financial Group Corp History Added to 9,021 859 0.23% 0.23% 546 +127 1.43% Q4 2025 Jan 09, 2026
SUTTON PLACE INVESTORS LLC History Reduced 8,975 854 0.47% 0.49% 547 -141 -1.55% Q4 2025 Jan 21, 2026
Exit Wealth Advisors, LLC. History Added to 8,919 849 0.5% 0.49% 548 +1,169 15.08% Q4 2025 Feb 10, 2026
JANE STREET GROUP, LLC History Reduced 8,900 847 0.0% 0.0% 549 -12,200 -57.82% Q4 2025 Feb 12, 2026
LongView Wealth Management History Added to 8,837 845 0.2% 0.1% 550 +4,968 128.41% Q4 2025 Jan 13, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 8,666 825 0.39% 0.38% 551 +154 1.81% Q4 2025 Jan 26, 2026
DAVENPORT & Co LLC History Added to 8,588 817 0.0% 0.0% 552 +477 5.88% Q4 2025 Jan 12, 2026
Aspire Private Capital, LLC History Added to 8,581 817 0.18% 0.17% 553 +251 3.01% Q4 2025 Jan 16, 2026
Retirement Wealth Solutions LLC History Reduced 8,513 810 0.51% 0.53% 554 -30 -0.35% Q4 2025 Jan 07, 2026
Latitude Advisors, LLC History Added to 8,497 809 0.36% 0.31% 555 +1,446 20.51% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 8,446 804 0.02% 0.02% 556 +666 8.56% Q4 2025 Jan 23, 2026
RENAISSANCE TECHNOLOGIES LLC History New 8,386 798 0.0% — 557 +8,386 New Q4 2025 Feb 12, 2026
Presidio Capital Management, LLC History Reduced 8,347 794 0.24% 0.29% 558 -431 -4.91% Q4 2025 Jan 15, 2026
MILLENNIUM MANAGEMENT LLC History Added to 8,315 791 0.0% 0.0% 559 +4,086 96.62% Q4 2025 Feb 17, 2026
Sculati Wealth Management, LLC History Added to 8,298 790 0.28% 0.24% 560 +1,131 15.78% Q4 2025 Feb 05, 2026
CIBC WORLD MARKETS CORP History New 8,278 788 0.0% — 561 +8,278 New Q4 2025 Feb 12, 2026
Diversified Portfolios, Inc. History Reduced 8,118 772 0.06% 0.07% 562 -57 -0.7% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 8,040 765 0.21% 0.28% 564 +1,020 14.53% Q4 2025 Feb 09, 2026
SWS Partners History Added to 8,038 765 0.18% 0.19% 563 +4 0.05% Q4 2025 Jan 16, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 8,012 762 0.17% 0.3% 566 -5,058 -38.7% Q4 2025 Jan 09, 2026
NWAM LLC History Reduced 7,960 762 0.04% 0.05% 565 -2,289 -22.33% Q4 2025 Feb 04, 2026
Balance Wealth, LLC History Reduced 7,963 758 0.24% 0.2% 567 -465 -5.52% Q4 2025 Jan 21, 2026
Gladstone Institutional Advisory LLC History Added to 7,908 753 0.03% 0.03% 568 +80 1.02% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Reduced 7,869 749 0.01% 0.01% 569 -3,193 -28.86% Q4 2025 Feb 11, 2026
Financial Partners Group, Inc History Added to 7,784 744 0.09% 0.07% 570 +1,476 23.4% Q4 2025 Feb 03, 2026
Ameritas Advisory Services, LLC History Added to 7,753 738 0.03% 0.0% 571 +7,540 3539.91% Q4 2025 Feb 04, 2026
Bedminster, LLC History New 7,728 735 0.68% — 572 +7,728 New Q4 2025 Feb 05, 2026
FIFTH THIRD SECURITIES, INC. History Added to 7,718 734 0.05% 0.05% 573 +190 2.52% Q4 2025 Jan 23, 2026
Beacon Financial Advisory LLC History Added to 7,717 734 0.17% 0.17% 574 +127 1.67% Q4 2025 Feb 17, 2026
TrueWealth Financial Partners History New 7,642 727 0.6% — 575 +7,642 New Q4 2025 Feb 05, 2026
TRUE BLUE FINANCIAL, LLC History New 7,642 727 0.6% — 576 +7,642 New Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Reduced 7,592 722 0.01% 0.02% 577 -9,655 -55.98% Q4 2025 Feb 02, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 7,584 722 0.26% 0.28% 578 +797 11.74% Q4 2025 Feb 12, 2026
Narus Financial Partners, LLC History Added to 7,522 716 0.2% 0.18% 579 +422 5.94% Q4 2025 Feb 09, 2026
180 WEALTH ADVISORS, LLC History Reduced 7,524 716 0.08% 0.09% 580 -199 -2.58% Q4 2025 Jan 09, 2026
Pinnacle Bancorp, Inc. History Added to 7,500 714 0.21% 0.21% 581 +73 0.98% Q4 2025 Jan 22, 2026
Legacy Wealth Partners, LLC History New 7,475 711 0.18% — 584 +7,475 New Q4 2025 Feb 17, 2026
F/m Investments LLC History Added to 7,476 711 0.03% 0.03% 583 +303 4.22% Q4 2025 Feb 03, 2026
Legacy Capital Wealth Partners, LLC History Added to 7,473 711 0.15% 0.15% 582 +89 1.21% Q4 2025 Jan 16, 2026
Klaas Financial Asset Advisors, LLC History New 7,427 707 0.1% — 585 +7,427 New Q4 2025 Jan 27, 2026
ADE, LLC History Added to 7,360 700 0.34% 0.32% 586 +712 10.71% Q4 2025 Feb 10, 2026
Spectrum Planning & Advisory Services Inc. History Added to 7,344 699 0.36% 0.39% 587 +23 0.31% Q4 2025 Feb 10, 2026
Summit Financial, LLC History Reduced 7,307 695 0.01% 0.01% 588 -1,375 -15.84% Q4 2025 Feb 13, 2026
Fortis Capital Advisors, LLC History Added to 7,274 692 0.1% 0.11% 589 +127 1.78% Q4 2025 Jan 27, 2026
Zinnia Wealth Advisory, LLC History New 7,220 687 0.74% — 591 +7,220 New Q4 2025 Feb 13, 2026
Greenspring Advisors, LLC History Added to 7,216 687 0.04% 0.04% 590 +4,985 223.44% Q4 2025 Feb 10, 2026
Concord Investment Counsel Inc. History Reduced 7,188 684 0.22% 0.26% 592 -1,377 -16.08% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 7,160 683 0.01% 0.01% 593 -571 -7.39% Q4 2025 Feb 09, 2026
NATIONAL BANK OF CANADA /FI/ History New 7,074 673 0.0% — 594 +7,074 New Q4 2025 Feb 17, 2026
Northwest Capital Management Inc History Reduced 7,027 669 2.9% 2.02% 595 -13,156 -65.18% Q4 2025 Jan 26, 2026
GatePass Capital, LLC History Added to 7,005 667 0.34% 0.18% 596 +3,666 109.79% Q4 2025 Feb 09, 2026
Sovereign Financial Group, Inc. History Reduced 7,004 666 0.11% 0.13% 597 -554 -7.33% Q4 2025 Jan 07, 2026
Parkway Wealth Management Group, LLC History New 6,980 664 0.09% — 598 +6,980 New Q4 2025 Feb 10, 2026
Cape Investment Advisory, Inc. History Added to 6,945 661 0.2% 0.32% 600 +3,518 102.66% Q4 2025 Feb 17, 2026
Annandale Capital, LLC History Reduced 6,939 661 0.08% 0.11% 599 -72 -1.03% Q4 2025 Feb 12, 2026
Trinity Wealth Management, LLC History Reduced 6,929 659 0.24% 0.25% 601 -5 -0.07% Q4 2025 Jan 15, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 6,900 657 0.05% 0.05% 602 -670 -8.85% Q4 2025 Jan 23, 2026
United Advisor Group, LLC History Reduced 6,826 649 0.08% 0.1% 603 -984 -12.6% Q4 2025 Jan 26, 2026
NBT BANK N A /NY History No change 5,565 648 0.04% 0.04% 604 0 0.0% Q4 2025 Jan 23, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 6,648 633 0.05% 0.09% 605 +336 5.32% Q4 2025 Feb 11, 2026
Heritage Family Offices, LLP History Added to 6,609 629 0.29% 0.29% 606 +41 0.62% Q4 2025 Jan 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Added to 6,564 624 0.07% 0.07% 608 +88 1.36% Q4 2025 Jan 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 6,556 624 0.01% 0.01% 607 0 0.0% Q4 2025 Jan 27, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 6,522 621 0.03% 0.03% 609 -100 -1.51% Q4 2025 Feb 11, 2026
Quartz Partners, LLC History Added to 6,501 619 0.23% 0.21% 610 +314 5.08% Q4 2025 Feb 13, 2026
Hobbs Wealth Management, LLC History Added to 6,482 617 0.6% 0.48% 611 +425 7.02% Q4 2025 Jan 29, 2026
Cypress Capital, LLC History Reduced 6,389 608 0.17% 0.18% 612 -332 -4.94% Q4 2025 Feb 06, 2026
STEPHENS INC /AR/ History Reduced 6,375 607 0.01% 0.01% 613 -438 -6.43% Q4 2025 Feb 05, 2026
Larry Mathis Financial Planning, LLC History New 6,355 605 0.53% — 614 +6,355 New Q4 2025 Mar 11, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 6,348 604 0.17% 0.44% 615 -8,822 -58.15% Q4 2025 Feb 10, 2026
Cooper Financial Group History Reduced 6,334 603 0.06% 0.07% 616 -33 -0.52% Q4 2025 Jan 08, 2026
W ADVISORS, LLC History Added to 6,331 602 0.3% 0.29% 617 +622 10.9% Q4 2025 Feb 13, 2026
River Street Advisors LLC History No change 6,305 600 0.22% 0.23% 618 0 0.0% Q4 2025 Jan 26, 2026
Advyzon Investment Management, LLC History Added to 6,271 597 0.07% 0.04% 619 +4,083 186.61% Q4 2025 Feb 13, 2026
Continuum Advisory, LLC History Added to 6,247 594 0.06% 0.04% 620 +2,602 71.39% Q4 2025 Feb 11, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 6,234 593 0.02% 0.02% 621 -520 -7.7% Q4 2025 Jan 30, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 6,199 590 0.08% 0.08% 622 0 0.0% Q4 2025 Feb 17, 2026
McCartney Wealth Management LLC History New 6,112 581 0.5% — 623 +6,112 New Q4 2025 Feb 17, 2026
UPTICK PARTNERS, LLC History New 6,081 579 0.12% — 624 +6,081 New Q4 2025 Feb 02, 2026
Optas, LLC History Reduced 6,042 575 0.09% 0.43% 625 -20,283 -77.05% Q4 2025 Jan 27, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 6,033 574 0.06% 0.07% 626 -436 -6.74% Q4 2025 Feb 18, 2026
Advisor Resource Council History New 6,014 572 0.2% — 627 +6,014 New Q4 2025 Feb 10, 2026
ONE Advisory Partners, LLC History Reduced 5,998 571 0.17% 0.18% 628 -19 -0.32% Q4 2025 Jan 12, 2026
VestGen Investment Management History Reduced 5,990 570 0.32% 0.35% 629 -150 -2.44% Q4 2025 Feb 18, 2026
BCS Wealth Management History Added to 5,876 559 0.06% 0.06% 630 +2,938 100.0% Q4 2025 Jan 26, 2026
Fourth Dimension Wealth, LLC History Reduced 5,852 557 0.2% 0.22% 631 -154 -2.56% Q4 2025 Feb 04, 2026
BLAIR WILLIAM & CO/IL History Reduced 5,800 552 0.0% 0.0% 632 -39 -0.67% Q4 2025 Feb 17, 2026
IVC Wealth Advisors LLC History Added to 5,764 548 0.24% 0.23% 633 +245 4.44% Q4 2025 Jan 16, 2026
FAS Wealth Partners, Inc. History Added to 5,734 546 0.04% 0.03% 634 +318 5.87% Q4 2025 Feb 18, 2026
Integrated Wealth Management History New 5,687 541 0.61% — 636 +5,687 New Q4 2025 Mar 03, 2026
Clear Creek Financial Management, LLC History Added to 5,686 541 0.04% 0.04% 635 +442 8.43% Q4 2025 Jan 23, 2026
Vertex Investment Solutions Co., Ltd. History New 5,600 534 0.53% — 637 +5,600 New Q4 2025 Feb 05, 2026
Vident Advisory, LLC History Added to 5,605 533 0.0% 0.0% 638 +2,938 110.16% Q4 2025 Feb 18, 2026
Dynamic Advisor Solutions LLC History Added to 5,592 532 0.02% 0.01% 639 +558 11.08% Q4 2025 Jan 09, 2026
Aprio Wealth Management, LLC History Reduced 5,472 531 0.03% 0.06% 640 -1,309 -19.3% Q4 2025 Jan 29, 2026
Catalina Capital Group, LLC History Added to 5,587 531 0.32% 0.3% 641 +465 9.08% Q4 2025 Jan 16, 2026
NATURAL INVESTMENTS, LLC History New 5,572 530 0.13% — 642 +5,572 New Q4 2025 Jan 23, 2026
Delta Wealth Advisors LLC History Reduced 5,570 530 0.44% 0.64% 643 -3,029 -35.23% Q4 2025 Jan 28, 2026
Hyundai Investments Co., Ltd. History New 5,535 528 0.51% — 644 +5,535 New Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Reduced 5,498 523 0.02% 0.03% 645 -264 -4.58% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 5,466 520 0.0% 0.0% 648 +975 21.71% Q4 2025 Jan 28, 2026
DEARBORN PARTNERS LLC History Reduced 5,463 520 0.03% 0.03% 647 -198 -3.5% Q4 2025 Feb 11, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 5,471 520 0.08% 0.09% 646 0 0.0% Q4 2025 Jan 28, 2026
GeoWealth Management, LLC History Reduced 5,398 514 0.02% 0.09% 649 -21,947 -80.26% Q4 2025 Feb 17, 2026
WORLD EQUITY GROUP, INC. History Added to 5,362 510 0.14% 0.1% 650 +824 18.16% Q4 2025 Jan 12, 2026
Successful Portfolios LLC History Reduced 5,322 509 0.26% 0.3% 651 -12 -0.22% Q4 2025 Jan 23, 2026
OMNI 360 Wealth, Inc. History Added to 5,290 506 0.26% 0.26% 652 +365 7.41% Q4 2025 Jan 29, 2026
NBC SECURITIES, INC. History Reduced 5,209 496 0.04% 0.05% 653 -1,489 -22.23% Q4 2025 Jan 29, 2026
1900 WEALTH MANAGEMENT LLC History No change 5,207 495 0.03% 0.03% 654 0 0.0% Q4 2025 Jan 20, 2026
Facet Wealth, Inc. History New 5,163 494 0.01% — 655 +5,163 New Q4 2025 Jan 29, 2026
Vantage Point Financial LLC History Added to 5,194 494 0.18% 0.16% 656 +884 20.51% Q4 2025 Feb 02, 2026
MONECO ADVISORS, LLC History Added to 5,174 492 0.04% 0.04% 657 +96 1.89% Q4 2025 Feb 04, 2026
FLP Wealth Management, LLC History Added to 8,855 491 1.16% 0.7% 658 +6,220 236.05% Q4 2025 Jan 20, 2026
OARSMAN CAPITAL, INC. History Reduced 5,145 489 0.06% 0.07% 659 -14 -0.27% Q4 2025 Feb 13, 2026
Vantage Financial Partners, LLC History Reduced 5,087 484 0.1% 0.14% 660 -2,081 -29.03% Q4 2025 Feb 03, 2026
Sage Advisory Services, Ltd.Co. History Reduced 5,064 482 0.26% 0.7% 661 -9,030 -64.07% Q4 2025 Jan 28, 2026
Sound Income Strategies, LLC History Added to 5,049 482 0.02% 0.01% 662 +3,667 265.34% Q4 2025 Jan 21, 2026
Fiduciary Alliance LLC History Added to 5,057 481 0.03% 0.02% 663 +1,183 30.54% Q4 2025 Jan 22, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 5,040 479 0.03% 0.04% 664 -969 -16.13% Q4 2025 Jan 07, 2026
Bell Investment Advisors, Inc History Added to 5,032 479 0.08% 0.08% 665 +89 1.8% Q4 2025 Feb 24, 2026
Legacy Capital Group California, Inc. History Added to 4,922 468 0.11% 0.1% 666 +811 19.73% Q4 2025 Jan 28, 2026
Keel Point, LLC History Reduced 4,885 465 0.03% 0.03% 667 -315 -6.06% Q4 2025 Feb 12, 2026
Pinnacle Family Advisors, LLC History Added to 4,880 464 0.2% 0.19% 668 +281 6.11% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History Added to 4,854 462 0.02% 0.03% 669 +74 1.55% Q4 2025 Jan 20, 2026
Kovack Advisors, Inc. History New 4,811 458 0.02% — 670 +4,811 New Q4 2025 Feb 17, 2026
NOVUS ADVISORS, LLC History Reduced 4,795 456 1.02% 1.08% 671 -151 -3.05% Q4 2025 Feb 13, 2026
Empirical Asset Management, LLC History Reduced 4,779 455 0.13% 0.16% 672 -1,119 -18.97% Q4 2025 Feb 06, 2026
NOVEM GROUP History Added to 4,735 450 0.05% 0.05% 673 +36 0.77% Q4 2025 Jan 27, 2026
Acropolis Investment Management, LLC History Reduced 4,665 444 0.02% 0.05% 674 -4,802 -50.72% Q4 2025 Jan 14, 2026
DT Investment Partners, LLC History No change 4,635 441 0.04% 0.04% 675 0 0.0% Q4 2025 Feb 10, 2026
Argent Trust Co History Reduced 4,622 440 0.02% 0.03% 676 -5,168 -52.79% Q4 2025 Feb 10, 2026
Petix & Botte Co History Added to 4,527 431 0.1% 0.08% 677 +1,076 31.18% Q4 2025 Feb 05, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 4,499 428 0.03% 0.01% 678 +2,792 163.56% Q4 2025 Jan 20, 2026
MONETARY MANAGEMENT GROUP INC History No change 4,500 428 0.1% 0.1% 679 0 0.0% Q4 2025 Feb 11, 2026
Squarepoint Ops LLC History New 4,481 426 0.0% — 680 +4,481 New Q4 2025 Feb 13, 2026
ORG Partners LLC History Added to 4,438 422 0.07% 0.07% 681 +356 8.72% Q4 2025 Jan 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 4,392 418 0.01% 0.0% 682 +1,941 79.19% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History Added to 4,394 418 0.01% 0.02% 683 +43 0.99% Q4 2025 Jan 14, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 4,384 417 0.39% 0.31% 684 +967 28.3% Q4 2025 Jan 27, 2026
CENTRAL BANK & TRUST CO History Reduced 4,339 413 0.06% 0.07% 685 -126 -2.82% Q4 2025 Jan 09, 2026
Precision Wealth Strategies, LLC History Reduced 4,334 412 0.13% 0.14% 686 -126 -2.83% Q4 2025 Jan 30, 2026
BridgePort Financial Solutions, LLC History Added to 4,275 407 0.11% 0.09% 687 +648 17.87% Q4 2025 Jan 16, 2026
First Citizens Asset Management, Inc. History Added to 4,261 405 0.14% 0.13% 688 +525 14.05% Q4 2025 Feb 05, 2026
Clearwave Capital, LLC History New 4,248 404 0.3% — 689 +4,248 New Q4 2025 Mar 02, 2026
GTS SECURITIES LLC History New 4,134 393 0.01% — 690 +4,134 New Q4 2025 Feb 13, 2026
Western Financial Corp/CA History Reduced 4,137 393 0.16% 0.18% 691 -177 -4.1% Q4 2025 Jan 21, 2026
Tactive Advisors, LLC History Reduced 4,100 390 0.11% 0.13% 692 -694 -14.48% Q4 2025 Jan 09, 2026
Financial Plan, Inc. History New 4,088 389 0.04% — 693 +4,088 New Q4 2025 Jan 28, 2026
CENTAURUS FINANCIAL, INC. History Added to 4,023 383 0.02% 0.02% 694 +240 6.34% Q4 2025 Feb 13, 2026
GUIDANCE CAPITAL, INC History New 4,008 382 0.09% — 696 +4,008 New Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 4,015 382 0.02% 0.03% 695 -182 -4.34% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 3,998 380 0.01% 0.01% 698 +711 21.63% Q4 2025 Jan 20, 2026
LGT Financial Advisors LLC History Added to 3,993 380 2.33% 0.76% 697 +277 7.45% Q4 2025 Feb 13, 2026
Financial Enhancement Group LLC History Reduced 3,972 379 0.05% 0.06% 700 -370 -8.52% Q4 2025 Jan 23, 2026
RFG Advisory, LLC History Added to 3,989 379 0.01% 0.01% 699 +116 3.0% Q4 2025 Feb 03, 2026
KPP Advisory Services LLC History Added to 3,944 375 0.05% 0.05% 701 +349 9.71% Q4 2025 Feb 02, 2026
OneAscent Financial Services LLC History New 3,927 373 0.03% — 702 +3,927 New Q4 2025 Feb 11, 2026
Friedenthal Financial History Reduced 3,881 369 0.19% 2.34% 703 -43,655 -91.84% Q4 2025 Jan 27, 2026
Pursuit Wealth Management LLC History New 3,874 368 0.32% — 705 +3,874 New Q4 2025 Jan 26, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 3,874 368 0.02% 0.03% 704 -667 -14.69% Q4 2025 Jan 28, 2026
LifeWealth Investments, LLC History New 3,835 365 0.12% — 708 +3,835 New Q4 2025 Jan 26, 2026
XTX Topco Ltd History Added to 3,840 365 0.01% 0.01% 707 +1,676 77.45% Q4 2025 Feb 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 3,843 365 0.08% 0.06% 706 +1,285 50.23% Q4 2025 Feb 13, 2026
RCW Management, LLC History New 3,773 359 0.36% — 710 +3,773 New Q4 2025 Jan 30, 2026
FineMark National Bank & Trust History No change 3,772 359 0.01% 0.01% 709 0 0.0% Q4 2025 Feb 12, 2026
BLALOCK WILLIAMS, LLC History Added to 3,754 357 0.29% 0.26% 711 +617 19.67% Q4 2025 Feb 02, 2026
Midwest Trust Co History Added to 3,727 354 0.0% 0.0% 712 +514 16.0% Q4 2025 Feb 04, 2026
Headlands Technologies LLC History Reduced 3,717 353 0.03% 0.04% 715 -1,519 -29.01% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Reduced 3,717 353 0.05% 0.06% 713 -517 -12.21% Q4 2025 Feb 10, 2026
Jaffetilchin Investment Partners, LLC History Added to 3,717 353 0.02% 0.02% 714 +45 1.23% Q4 2025 Jan 15, 2026
Advisory Alpha, LLC History Reduced 3,689 351 0.01% 0.01% 716 -154 -4.01% Q4 2025 Feb 06, 2026
Synergy Investment Management, LLC History Reduced 3,663 348 0.12% 0.16% 717 -664 -15.35% Q4 2025 Feb 06, 2026
Rede Wealth, LLC History New 3,640 346 0.12% — 718 +3,640 New Q4 2025 Jan 23, 2026
Arlington Trust Co LLC History Added to 3,640 346 0.04% 0.01% 719 +3,070 538.6% Q4 2025 Jan 30, 2026
Horizon Investments, LLC History Reduced 3,569 339 0.0% 0.01% 720 -598 -14.35% Q4 2025 Feb 02, 2026
Stewardship Advisors, LLC History Added to 3,557 338 0.08% 0.06% 721 +694 24.24% Q4 2025 Jan 15, 2026
Hutchens & Kramer Investment Management Group, LLC History Reduced 3,558 338 0.12% 0.14% 723 -53 -1.47% Q4 2025 Jan 08, 2026
MMBG INVESTMENT ADVISORS CO. History No change 3,551 338 0.03% 0.03% 722 0 0.0% Q4 2025 Feb 09, 2026
Blue Capital, Inc. History Reduced 3,522 335 0.24% 0.28% 726 -397 -10.13% Q4 2025 Feb 23, 2026
Madison Asset Management, LLC History No change 3,519 335 0.0% 0.0% 724 0 0.0% Q4 2025 Feb 04, 2026
Aviance Capital Partners, LLC History No change 3,523 335 0.04% 0.04% 725 0 0.0% Q4 2025 Feb 06, 2026
Adams Wealth Management History Reduced 3,513 334 0.07% 0.1% 727 -1,431 -28.94% Q4 2025 Feb 18, 2026
CacheTech Inc. History Reduced 3,513 334 0.06% 0.09% 728 -1,431 -28.94% Q4 2025 Feb 18, 2026
Comprehensive Money Management Services LLC History No change 3,515 334 0.23% 0.24% 729 0 0.0% Q4 2025 Jan 22, 2026
Beverly Hills Private Wealth, LLC History Reduced 3,498 333 0.06% 0.06% 731 -326 -8.53% Q4 2025 Feb 17, 2026
City State Bank History Added to 3,507 333 0.09% 0.09% 730 +200 6.05% Q4 2025 Jan 28, 2026
Rehmann Capital Advisory Group History Reduced 3,486 332 0.02% 0.02% 732 -195 -5.3% Q4 2025 Mar 04, 2026
PFG Advisors History Reduced 3,466 330 0.02% 0.02% 733 -909 -20.78% Q4 2025 Jan 27, 2026
HERITAGE OAK WEALTH ADVISORS LLC History Added to 3,463 329 0.12% 0.09% 734 +894 34.8% Q4 2025 Jan 21, 2026
ARWA LLC History New 3,451 328 0.19% — 735 +3,451 New Q4 2025 Feb 27, 2026
FLAGSTAR ADVISORS INC History Reduced 3,441 327 0.11% 0.11% 736 -291 -7.8% Q4 2025 Jan 13, 2026
Austin Wealth Management, LLC History New 3,424 326 0.05% — 737 +3,424 New Q4 2025 Jan 26, 2026
ENTREWEALTH, LLC History New 3,423 326 0.15% — 738 +3,423 New Q4 2025 Feb 13, 2026
Cassady Wealth & Retirement Planning, LLC History New 3,389 322 0.21% — 740 +3,389 New Q4 2025 Apr 02, 2026
StoneX Group Inc. History Added to 3,389 322 0.01% 0.01% 739 +1,287 61.23% Q4 2025 Feb 12, 2026
Avantra Family Wealth, Inc. History Added to 3,340 318 0.23% 0.24% 741 +16 0.48% Q4 2025 Jan 21, 2026
Windward Private Wealth Management Inc. History Added to 3,327 316 0.11% 0.11% 742 +37 1.12% Q4 2025 Feb 02, 2026
Ifrah Financial Services, Inc. History Added to 3,310 315 0.08% 0.08% 743 +209 6.74% Q4 2025 Jan 22, 2026
Apella Capital, LLC History New 3,289 313 0.01% — 744 +3,289 New Q4 2025 Jan 21, 2026
NICOLET BANKSHARES INC History New 3,285 312 0.05% — 745 +3,285 New Q4 2025 Feb 09, 2026
Total Clarity Wealth Management, Inc. History Added to 3,283 312 0.08% 0.06% 746 +990 43.17% Q4 2025 Feb 02, 2026
Magnolia Private Wealth, LLC History New 3,258 310 0.22% — 747 +3,258 New Q4 2025 Feb 06, 2026
Elevation Wealth Management LLC History New 3,193 304 0.29% — 749 +3,193 New Q4 2025 Feb 12, 2026
Angeles Investment Advisors, LLC History No change 3,200 304 0.02% 0.02% 748 0 0.0% Q4 2025 Feb 17, 2026
B.O.S.S. Retirement Advisors, LLC History New 3,190 303 0.1% — 750 +3,190 New Q4 2025 Feb 02, 2026
GWN SECURITIES INC. History Added to 3,176 302 0.06% 0.06% 751 +390 14.0% Q4 2025 Feb 11, 2026
Nordwand Advisors, LLC History Reduced 3,175 302 0.05% 0.05% 752 -40 -1.24% Q4 2025 Feb 03, 2026
Vernal Point Advisors, LLC History Reduced 3,169 301 0.12% 0.4% 753 -6,626 -67.65% Q4 2025 Feb 13, 2026
Sharper & Granite LLC History New 3,160 300 0.11% — 754 +3,160 New Q4 2025 Jan 27, 2026
Fairvoy Private Wealth, LLC History Added to 3,152 300 0.07% 0.07% 755 +68 2.2% Q4 2025 Jan 14, 2026
VICTORY FINANCIAL GROUP, LLC History New 3,120 297 0.04% — 757 +3,120 New Q4 2025 Jan 15, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 3,126 297 0.0% 0.0% 756 +13 0.42% Q4 2025 Feb 02, 2026
Claro Advisors Inc. History Reduced 3,113 296 0.04% 0.08% 758 -2,425 -43.79% Q4 2025 Feb 17, 2026
Fulcrum Equity Management History Reduced 3,081 293 0.28% 0.3% 759 -86 -2.72% Q4 2025 Jan 06, 2026
International Private Wealth Advisors LLC History Reduced 3,048 290 0.18% 0.19% 760 -100 -3.18% Q4 2025 Jan 14, 2026
First PREMIER Bank History Added to 2,920 278 0.06% 0.03% 761 +1,575 117.1% Q4 2025 Jan 23, 2026
Alpha Financial Advisors, LLC History New 2,918 277 0.08% — 762 +2,918 New Q4 2025 Jan 20, 2026
Lynx Investment Advisory History Added to 2,909 276 0.15% 0.15% 763 +334 12.97% Q4 2025 Feb 05, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 2,865 272 0.04% 0.05% 764 -180 -5.91% Q4 2025 Jan 23, 2026
Talisman Wealth Advisors LLC History Added to 2,843 271 0.21% 0.18% 766 +517 22.23% Q4 2025 Feb 20, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,850 271 0.02% 0.02% 765 0 0.0% Q4 2025 Jan 21, 2026
Obermeyer Wealth Partners History Added to 2,842 270 0.01% 0.01% 767 +189 7.12% Q4 2025 Jan 29, 2026
Global Financial Private Client, LLC History Reduced 2,829 269 0.09% 0.1% 768 -27 -0.95% Q4 2025 Jan 27, 2026
Elevated Capital Advisors, LLC History Reduced 2,811 267 0.06% 0.07% 769 -12 -0.43% Q4 2025 Jan 27, 2026
EVOLVE PRIVATE WEALTH, LLC History New 2,787 265 0.02% — 770 +2,787 New Q4 2025 Feb 17, 2026
Clark Asset Management, LLC History Reduced 2,781 264 0.03% 0.04% 771 -650 -18.94% Q4 2025 Jan 27, 2026
Golden State Equity Partners History New 2,765 263 0.04% — 772 +2,765 New Q4 2025 Jan 29, 2026
OLD NATIONAL BANCORP /IN/ History New 2,754 262 0.0% — 773 +2,754 New Q4 2025 Jan 28, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 2,743 261 0.01% 0.01% 774 -599 -17.92% Q4 2025 Jan 28, 2026
LINCOLN CAPITAL CORP History Reduced 2,730 259 0.09% 2.52% 775 -70,910 -96.29% Q4 2025 Jan 23, 2026
FWG Investments, LLC. History Reduced 2,722 259 0.16% 0.19% 777 -136 -4.76% Q4 2025 Jan 28, 2026
Capital Asset Advisory Services LLC History Reduced 2,728 259 0.01% 0.01% 776 -5 -0.18% Q4 2025 Jan 09, 2026
EQ LLC History Added to 2,690 256 0.07% 0.08% 778 +67 2.55% Q4 2025 Feb 10, 2026
Gilliland Jeter Wealth Management LLC History New 2,685 255 0.08% — 780 +2,685 New Q4 2025 Jan 23, 2026
Stirlingshire Investments, Inc. History New 2,681 255 0.23% — 779 +2,681 New Q4 2025 Feb 11, 2026
Prosperity Consulting Group, LLC History New 2,667 253 0.01% — 781 +2,667 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History No change 2,643 251 0.0% 0.0% 782 0 0.0% Q4 2025 Jan 26, 2026
Kingdom Financial Group LLC. History Reduced 2,627 250 0.08% 0.39% 784 -4,055 -60.69% Q4 2025 Feb 06, 2026
Bison Wealth, LLC History New 2,660 250 0.03% — 783 +2,660 New Q4 2025 Mar 24, 2026
Activest Wealth Management History New 2,624 249 0.05% — 785 +2,624 New Q4 2025 Jan 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Added to 2,623 249 0.21% 0.04% 787 +2,203 524.52% Q4 2025 Feb 10, 2026
MKT Advisors LLC History Reduced 2,611 249 0.08% 0.09% 786 -50 -1.88% Q4 2025 Jan 08, 2026
Impact Capital Partners LLC History New 2,589 246 0.07% — 788 +2,589 New Q4 2025 Jan 07, 2026
Graetz Wealth LLC History New 2,578 245 0.22% — 789 +2,578 New Q4 2025 Feb 12, 2026
Frisch Financial Group, Inc. History New 2,569 244 0.05% — 790 +2,569 New Q4 2025 Feb 06, 2026
Breakwater Capital Group History Added to 2,566 244 0.03% 0.03% 791 +85 3.43% Q4 2025 Jan 09, 2026
Midwest Heritage Bank, FSB History Reduced 2,532 241 0.08% 0.1% 792 -415 -14.08% Q4 2025 Feb 04, 2026
C2C Wealth Management, LLC History Reduced 2,526 240 0.2% 0.24% 794 -398 -13.61% Q4 2025 Jan 21, 2026
Essex Bank History Added to 2,527 240 0.05% 0.05% 793 +9 0.36% Q4 2025 Feb 02, 2026
Churchill Financial Advisors, LLC History New 2,520 239 0.07% — 795 +2,520 New Q4 2025 Feb 09, 2026
Avior Wealth Management, LLC History Reduced 2,503 238 0.01% 0.01% 796 -310 -11.02% Q4 2025 Jan 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 2,476 235 0.02% 0.04% 797 -2,206 -47.12% Q4 2025 Feb 03, 2026
Accurate Wealth Management, LLC History Reduced 2,461 235 0.03% 0.04% 798 -421 -14.61% Q4 2025 Jan 14, 2026
Yoffe Investment Management, LLC History No change 2,458 234 0.3% 0.3% 799 0 0.0% Q4 2025 Jan 26, 2026
Main Street Financial Solutions, LLC History Reduced 2,427 231 0.02% 0.02% 801 -1,010 -29.39% Q4 2025 Feb 17, 2026