NATIONAL GRID PLC - NGG

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 86 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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History Added to 6,393,968 494,573 0.03% 0.02% 1 +311,587 5.12% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Added to 4,889,858 378,230 0.03% 0.02% 2 +138,353 2.91% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 3,169,406 245,153 0.41% 0.41% 3 +9,928 0.31% Q4 2025 Feb 12, 2026
Standard Investments LLC History No change 2,480,000 191,828 9.58% 167.93% 4 0 0.0% Q4 2025 Feb 17, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 2,415,286 186,822 0.29% 0.29% 5 -594,700 -19.76% Q4 2025 Feb 12, 2026
MILFORD FUNDS LTD History New 2,368,561 183,208 3.6% 6 +2,368,561 New Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 2,313,445 178,945 0.03% 7 +2,313,445 New Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 2,199,519 170,133 0.01% 0.01% 8 +29,832 1.37% Q4 2025 Feb 13, 2026
NATIXIS ADVISORS, LLC History Added to 2,187,358 169,192 0.24% 0.21% 9 +176,215 8.76% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Added to 2,123,389 164,244 0.01% 0.01% 10 +33,739 1.61% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Added to 2,101,880 162,580 0.02% 0.02% 11 +19,110 0.92% Q4 2025 Mar 25, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,818,861 140,688 0.04% 0.04% 12 -17,053 -0.93% Q4 2025 Feb 10, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,703,704 131,786 0.04% 0.04% 13 +47,076 2.84% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 1,630,943 126,153 0.02% 0.02% 14 +137,931 9.24% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 1,251,627 96,813 0.01% 0.01% 15 +38,290 3.16% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 1,179,265 91,216 0.0% 0.0% 16 +105,244 9.8% Q4 2025 Feb 12, 2026
LPL Financial LLC History Added to 1,041,096 80,528 0.02% 0.02% 17 +38,399 3.83% Q4 2025 Feb 11, 2026
Clark Capital Management Group, Inc. History Added to 920,721 71,217 0.44% 0.42% 18 +156 0.02% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Added to 892,580 69,041 0.09% 0.0% 19 +890,704 47478.89% Q4 2025 Jan 09, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 875,435 67,714 0.01% 0.01% 20 +43,656 5.25% Q4 2025 Feb 12, 2026
BRANDES INVESTMENT PARTNERS, LP History New 780,474 60,371 0.46% 21 +780,474 New Q4 2025 Feb 11, 2026
Cullen Capital Management, LLC History Added to 761,975 58,938 0.64% 0.58% 22 +30,414 4.16% Q4 2025 Feb 13, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 709,485 54,878 0.76% 0.64% 23 +38,342 5.71% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Reduced 547,260 42,330 0.01% 0.01% 24 -242,251 -30.68% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 458,163 35,438 0.01% 0.05% 25 -1,211,028 -72.55% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 440,858 34,100 0.03% 26 +440,858 New Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 436,622 33,772 0.01% 0.0% 27 +75,361 20.86% Q4 2025 Feb 19, 2026
STIFEL FINANCIAL CORP History Added to 357,953 27,687 0.02% 0.02% 28 +38,669 12.11% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Added to 347,170 26,853 0.0% 0.0% 29 +41,614 13.62% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Added to 313,024 24,212 0.01% 0.01% 30 +105,456 50.81% Q4 2025 Feb 17, 2026
ABC ARBITRAGE SA History Added to 312,202 24,148 2.26% 1.71% 31 +72,643 30.32% Q4 2025 Feb 04, 2026
Twin Tree Management, LP History Reduced 297,500 23,011 0.2% 0.11% 32 -53,800 -15.31% Q4 2025 Feb 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 246,043 19,031 0.01% 0.01% 33 +21,131 9.4% Q4 2025 Feb 13, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 244,900 18,943 0.63% 0.76% 34 -37,200 -13.19% Q4 2025 Feb 05, 2026
UBS Group AG History Added to 240,020 18,565 0.0% 0.0% 35 +19,491 8.84% Q4 2025 Jan 29, 2026
AMERIPRISE FINANCIAL INC History Added to 239,781 18,547 0.0% 0.0% 36 +4,551 1.93% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Added to 227,703 17,612 0.02% 0.02% 37 +2,484 1.1% Q4 2025 Feb 02, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 225,284 17,425 0.05% 0.0% 38 +211,119 1490.43% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 210,765 16,302 0.03% 0.03% 39 +60,825 40.57% Q4 2025 Feb 17, 2026
Nuveen, LLC History Reduced 196,317 15,185 0.0% 0.01% 40 -165,988 -45.81% Q4 2025 Feb 12, 2026
Guardian Partners Inc. History Added to 173,539 15,180 1.22% 1.02% 41 +7,631 4.6% Q4 2025 Feb 17, 2026
HENNESSY ADVISORS INC History Reduced 180,644 13,972 0.5% 0.47% 42 -4,900 -2.64% Q4 2025 Jan 27, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 168,485 13,032 0.0% 0.0% 43 +5,096 3.12% Q4 2025 Jan 22, 2026
Corient Private Wealth LLC History Added to 214,915 12,797 0.02% 0.01% 44 +129,966 152.99% Q4 2025 Mar 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 162,904 12,600 0.0% 0.0% 45 +26,953 19.83% Q4 2025 Feb 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 148,958 11,521 0.14% 0.12% 46 +3,493 2.4% Q4 2025 Feb 02, 2026
Cetera Investment Advisers History Added to 147,723 11,426 0.01% 0.01% 47 +7,765 5.55% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 137,865 10,678 0.04% 48 +137,865 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 137,509 10,636 0.02% 0.01% 49 +46,588 51.24% Q4 2025 Feb 17, 2026
Creative Planning History Added to 136,806 10,581 0.01% 0.01% 50 +31,406 29.8% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Reduced 135,359 10,470 0.01% 0.01% 51 -903 -0.66% Q4 2025 Feb 11, 2026
MML INVESTORS SERVICES, LLC History Added to 127,288 9,845 0.02% 0.02% 52 +14,315 12.67% Q4 2025 Feb 13, 2026
Crossmark Global Holdings, Inc. History Added to 125,958 9,742 0.14% 0.13% 53 +7,432 6.27% Q4 2025 Feb 03, 2026
GABELLI FUNDS LLC History New 119,500 9,243 0.06% 54 +119,500 New Q4 2025 Feb 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 113,763 8,799 0.41% 0.42% 55 -4,043 -3.43% Q4 2025 Feb 11, 2026
Schonfeld Strategic Advisors LLC History Added to 113,725 8,796 0.04% 0.02% 56 +66,404 140.33% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 104,927 8,116 0.02% 0.02% 57 +1,775 1.72% Q4 2025 Feb 11, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 97,592 7,548 0.23% 0.2% 58 +6,608 7.26% Q4 2025 Jan 27, 2026
DAVENPORT & Co LLC History Added to 94,052 7,274 0.04% 0.04% 59 +2,236 2.44% Q4 2025 Jan 12, 2026
SEI INVESTMENTS CO History Added to 91,133 7,049 0.01% 0.01% 60 +1,742 1.95% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 90,656 7,012 0.01% 0.01% 61 -2,012 -2.17% Q4 2025 Feb 12, 2026
M. Kulyk & Associates, LLC History Added to 87,068 6,734 1.29% 1.14% 62 +9,953 12.91% Q4 2025 Jan 08, 2026
&PARTNERS History Added to 85,248 6,596 0.03% 0.03% 63 +15,137 21.59% Q4 2025 Feb 17, 2026
Capital Innovations LLC History New 84,370 6,526 1.86% 64 +84,370 New Q4 2025 Feb 10, 2026
Atria Investments, Inc History Added to 79,862 6,177 0.07% 0.06% 65 +3,031 3.95% Q4 2025 Feb 05, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 76,432 5,911 0.13% 0.13% 66 -6,009 -7.29% Q4 2025 Feb 05, 2026
HRT FINANCIAL LP History Added to 75,550 5,843 0.02% 0.02% 67 +11,473 17.91% Q4 2025 Feb 12, 2026
CIBC Asset Management Inc History Reduced 72,060 5,570 0.01% 0.02% 68 -2,145 -2.89% Q4 2025 Feb 10, 2026
CIDEL ASSET MANAGEMENT INC History Added to 71,157 5,503 0.39% 0.25% 69 +10,830 17.95% Q4 2025 Jan 21, 2026
M&T BANK CORP History Added to 67,443 5,217 0.02% 0.02% 70 +632 0.95% Q4 2025 Jan 30, 2026
Ramirez Asset Management, Inc. History Added to 65,608 5,074 0.67% 0.63% 71 +2,891 4.61% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Added to 64,739 5,007 0.03% 0.01% 72 +40,267 164.54% Q4 2025 Jan 29, 2026
Gilman Hill Asset Management, LLC History Reduced 64,582 4,995 0.79% 0.74% 73 -286 -0.44% Q4 2025 Jan 12, 2026
ZEVIN ASSET MANAGEMENT LLC History Added to 63,774 4,932 0.66% 0.66% 74 +1,189 1.9% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 62,793 4,857 0.0% 0.01% 75 -108,474 -63.34% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 61,992 4,795 0.0% 0.0% 76 -2,795 -4.31% Q4 2025 Feb 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 61,967 4,793 0.03% 0.02% 77 +8,000 14.82% Q4 2025 Feb 11, 2026
FACTORY MUTUAL INSURANCE CO History No change 60,957 4,715 0.05% 0.04% 78 0 0.0% Q4 2025 Jan 23, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 59,959 4,637 0.05% 0.05% 79 +5,036 9.17% Q4 2025 Feb 02, 2026
PITTENGER & ANDERSON INC History No change 57,145 4,420 0.17% 0.15% 80 0 0.0% Q4 2025 Feb 02, 2026
Envestnet Portfolio Solutions, Inc. History Added to 56,161 4,344 0.02% 0.01% 81 +3,084 5.81% Q4 2025 Feb 06, 2026
Mariner, LLC History Added to 55,072 4,261 0.01% 0.0% 82 +6,152 12.58% Q4 2025 Feb 13, 2026
First Bank & Trust History Added to 54,262 4,197 0.68% 0.66% 83 +359 0.67% Q4 2025 Jan 12, 2026
ASSETMARK, INC History Added to 52,647 4,072 0.01% 0.01% 84 +2,857 5.74% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 51,005 3,945 0.0% 0.0% 85 +4,589 9.89% Q4 2025 Feb 17, 2026
Old Port Advisors History Added to 50,525 3,908 0.96% 0.92% 86 +291 0.58% Q4 2025 Jan 08, 2026
HighTower Advisors, LLC History Added to 50,016 3,868 0.0% 0.0% 87 +2,392 5.02% Q4 2025 Feb 06, 2026
Orion Porfolio Solutions, LLC History Added to 49,835 3,854 0.03% 0.03% 88 +5,359 12.05% Q4 2025 Feb 12, 2026
Vestmark Advisory Solutions, Inc. History Added to 49,262 3,810 0.05% 0.03% 89 +30,934 168.78% Q4 2025 Feb 06, 2026
CIBC WORLD MARKET INC. History Added to 48,993 3,789 0.01% 0.01% 90 +1,725 3.65% Q4 2025 Feb 10, 2026
STRATEGY ASSET MANAGERS LLC History Added to 47,843 3,700 0.61% 0.54% 91 +6,400 15.44% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 47,645 3,685 0.0% 0.0% 93 +10,033 26.67% Q4 2025 Feb 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 47,656 3,685 0.0% 0.0% 92 +6,778 16.58% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 46,138 3,568 0.01% 0.01% 94 +1,747 3.94% Q4 2025 Feb 11, 2026
Farringdon Capital, Ltd. History Added to 46,083 3,564 0.87% 0.21% 95 +34,921 312.86% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 45,940 3,553 0.08% 0.03% 96 +31,689 222.36% Q4 2025 Feb 12, 2026
Ethic Inc. History Added to 44,437 3,437 0.05% 0.04% 97 +8,442 23.45% Q4 2025 Feb 03, 2026
BARCLAYS PLC History Added to 44,286 3,425 0.0% 0.0% 98 +20,486 86.08% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 44,090 3,410 0.01% 0.01% 99 +595 1.37% Q4 2025 Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 43,886 3,394 0.0% 0.0% 100 -148,187 -77.15% Q4 2025 Feb 17, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 41,556 3,307 0.0% 0.0% 101 +21 0.05% Q4 2025 Jan 08, 2026
OSAIC HOLDINGS, INC. History Reduced 41,767 3,231 0.0% 0.01% 102 -76,116 -64.57% Q4 2025 Feb 17, 2026
Vanguard Personalized Indexing Management, LLC History Added to 40,371 3,122 0.03% 0.03% 103 +3,666 9.99% Q4 2025 Feb 13, 2026
FULTON BANK, N.A. History Reduced 40,124 3,103 0.11% 0.1% 104 -146 -0.36% Q4 2025 Jan 08, 2026
1832 Asset Management L.P. History New 39,577 3,061 0.0% 105 +39,577 New Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Added to 38,211 2,955 0.0% 0.0% 106 +2,251 6.26% Q4 2025 Jan 30, 2026
TWO SIGMA INVESTMENTS, LP History Added to 36,518 2,824 0.0% 0.0% 107 +28,519 356.53% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Reduced 36,460 2,820 0.08% 0.09% 108 -29,075 -44.37% Q4 2025 Feb 17, 2026
QUADRANT CAPITAL GROUP LLC History Added to 35,978 2,782 0.08% 0.08% 109 +179 0.5% Q4 2025 Feb 13, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 35,307 2,731 0.04% 0.01% 110 +24,961 241.26% Q4 2025 Feb 09, 2026
Raleigh Capital Management Inc. History Added to 33,927 2,624 0.95% 0.89% 111 +1,540 4.75% Q4 2025 Jan 21, 2026
Qube Research & Technologies Ltd History New 33,702 2,606 0.0% 112 +33,702 New Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 32,678 2,527 0.01% 0.01% 113 +357 1.1% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Added to 32,551 2,517 0.0% 0.0% 114 +2,351 7.78% Q4 2025 Feb 17, 2026
Summit Global Investments History Reduced 31,624 2,446 0.14% 0.21% 115 -17,771 -35.98% Q4 2025 Feb 18, 2026
JCIC Asset Management Inc. History Reduced 30,590 2,366 0.72% 0.71% 116 -535 -1.72% Q4 2025 Jan 22, 2026
Perpetual Ltd History New 30,340 2,346 0.03% 117 +30,340 New Q4 2025 Jan 20, 2026
Northside Capital Management, LLC History Reduced 30,329 2,345 0.2% 0.21% 118 -1,280 -4.05% Q4 2025 Jan 07, 2026
Henry James International Management Inc. History Added to 30,269 2,341 0.74% 0.67% 119 +1 0.0% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 29,569 2,274 0.0% 0.0% 120 +15,902 116.35% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History Added to 28,485 2,206 0.1% 0.09% 121 +19,233 207.88% Q4 2025 Feb 12, 2026
WEALTH ALLIANCE, LLC History Added to 28,491 2,203 0.22% 0.21% 122 +123 0.43% Q4 2025 Feb 13, 2026
AMG National Trust Bank History Reduced 27,621 2,136 0.05% 0.05% 123 -128 -0.46% Q4 2025 Jan 30, 2026
Verdence Capital Advisors LLC History Added to 27,516 2,128 0.13% 0.12% 124 +488 1.81% Q4 2025 Jan 29, 2026
Vise Technologies, Inc. History Added to 25,655 1,984 0.04% 0.04% 125 +10,133 65.28% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 24,594 1,902 0.0% 0.0% 126 -1,220 -4.73% Q4 2025 Feb 17, 2026
Gradient Investments LLC History Added to 24,283 1,878 0.03% 0.02% 127 +7,641 45.91% Q4 2025 Jan 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 23,864 1,845 0.03% 0.02% 128 +940 4.1% Q4 2025 Feb 09, 2026
RHUMBLINE ADVISERS History Added to 23,783 1,839 0.0% 0.0% 129 +8,179 52.42% Q4 2025 Feb 13, 2026
Fisher Asset Management, LLC History Added to 23,418 1,811 0.0% 0.0% 130 +295 1.28% Q4 2025 Feb 09, 2026
BENJAMIN EDWARDS INC History Added to 23,010 1,779 0.02% 0.02% 131 +236 1.04% Q4 2025 Feb 02, 2026
Bollard Group LLC History Reduced 22,955 1,776 0.04% 0.04% 132 -590 -2.51% Q4 2025 Feb 13, 2026
SIGNATUREFD, LLC History Added to 22,387 1,731 0.03% 0.02% 133 +1,379 6.56% Q4 2025 Jan 20, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 22,012 1,703 0.0% 0.0% 134 -1,690 -7.13% Q4 2025 Feb 05, 2026
Laird Norton Wetherby Trust Company, LLC History New 21,558 1,689 0.04% 135 +21,558 New Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Added to 21,364 1,652 0.03% 0.02% 136 +7,488 53.96% Q4 2025 Feb 09, 2026
TD ASSET MANAGEMENT INC History Added to 20,908 1,617 0.0% 0.0% 137 +4,643 28.55% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Reduced 20,696 1,600 0.0% 0.0% 138 -34,529 -62.52% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Reduced 20,037 1,549 0.01% 0.02% 139 -1,914 -8.72% Q4 2025 Feb 18, 2026
PEAK6 LLC History Reduced 19,969 1,544 0.0% 0.0% 140 -3,225 -13.9% Q4 2025 Mar 12, 2026
IEQ CAPITAL, LLC History Added to 19,831 1,533 0.0% 0.0% 141 +4,244 27.23% Q4 2025 Feb 13, 2026
Naviter Wealth, LLC History Reduced 19,294 1,512 0.2% 0.2% 142 -3,820 -16.53% Q4 2025 Jan 21, 2026
CWM, LLC History Reduced 19,183 1,484 0.0% 0.01% 143 -7,757 -28.79% Q4 2025 Jan 26, 2026
Sequoia Financial Advisors, LLC History Added to 18,831 1,456 0.01% 0.01% 144 +2,220 13.36% Q4 2025 Feb 03, 2026
REGIONS FINANCIAL CORP History Reduced 18,758 1,450 0.01% 0.01% 145 -524 -2.72% Q4 2025 Jan 27, 2026
CITIGROUP INC History Added to 18,666 1,443 0.0% 0.0% 146 +981 5.55% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Added to 18,503 1,431 0.0% 0.0% 147 +3,198 20.9% Q4 2025 Feb 13, 2026
INTRUST BANK NA History Added to 18,413 1,424 0.12% 0.11% 148 +104 0.57% Q4 2025 Feb 06, 2026
PRINCIPAL SECURITIES, INC. History Added to 18,331 1,417 0.02% 0.02% 149 +1,758 10.61% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 17,370 1,343 0.0% 0.0% 150 -49,763 -74.13% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History New 17,151 1,327 0.04% 151 +17,151 New Q4 2025 Feb 13, 2026
Optiver Holding B.V. History Reduced 16,603 1,284 0.0% 0.0% 152 -57,963 -77.73% Q4 2025 Feb 17, 2026
HighPoint Advisor Group LLC History Added to 16,496 1,275 0.06% 0.04% 153 +5,950 56.42% Q4 2025 Feb 04, 2026
Retirement Planning Co of New England, Inc. History Reduced 16,447 1,272 0.51% 0.49% 154 -351 -2.09% Q4 2025 Jan 28, 2026
SYON CAPITAL LLC History Added to 16,381 1,267 0.06% 0.06% 155 +1,946 13.48% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 16,101 1,253 0.03% 0.02% 156 +2,226 16.04% Q4 2025 Jan 28, 2026
Rockefeller Capital Management L.P. History Added to 16,166 1,250 0.0% 0.0% 157 +6,486 67.0% Q4 2025 Mar 16, 2026
Abel Hall, LLC History Added to 16,019 1,239 0.29% 0.1% 158 +12,533 359.52% Q4 2025 Feb 17, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 15,563 1,203 0.16% 0.16% 159 -183 -1.16% Q4 2025 Jan 23, 2026
XTX Topco Ltd History Reduced 15,427 1,193 0.03% 0.07% 160 -2,256 -12.76% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 14,736 1,139 0.01% 0.01% 161 +2,297 18.47% Q4 2025 Feb 03, 2026
ALBERT D MASON INC History Reduced 14,534 1,124 0.74% 0.7% 162 -178 -1.21% Q4 2025 Jan 13, 2026
Compound Planning, Inc. History Added to 14,514 1,122 0.03% 0.03% 163 +1,912 15.17% Q4 2025 Feb 19, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 14,293 1,106 0.2% 0.18% 164 -119 -0.83% Q4 2025 Jan 14, 2026
CHOREO, LLC History Added to 14,114 1,097 0.01% 0.01% 165 +1,225 9.5% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 14,168 1,095 0.01% 0.01% 166 +6,426 83.0% Q4 2025 Jan 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 14,092 1,090 0.02% 0.02% 167 +1,522 12.11% Q4 2025 Jan 27, 2026
Lester Murray Antman dba SimplyRich History Added to 13,763 1,064 0.28% 0.27% 168 +4 0.03% Q4 2025 Jan 23, 2026
HB Wealth Management, LLC History Added to 13,445 1,039 0.01% 0.01% 169 +2,156 19.1% Q4 2025 Jan 28, 2026
Private Advisor Group, LLC History Added to 13,400 1,036 0.0% 0.0% 170 +447 3.45% Q4 2025 Feb 17, 2026
TWO SIGMA ADVISERS, LP History New 13,300 1,028 0.0% 171 +13,300 New Q4 2025 Feb 17, 2026
Argent Trust Co History Reduced 13,155 1,017 0.03% 0.03% 172 -3 -0.02% Q4 2025 Feb 10, 2026
Qtron Investments LLC History Added to 12,942 1,001 0.13% 0.06% 173 +6,555 102.63% Q4 2025 Feb 12, 2026
SG Trading Solutions, LLC History New 12,920 999 0.23% 174 +12,920 New Q4 2025 Feb 24, 2026
LOM Asset Management Ltd History Added to 12,824 991 0.29% 0.28% 175 +84 0.66% Q4 2025 Jan 23, 2026
Manske Wealth Management History Reduced 12,488 965 0.29% 0.28% 176 -69 -0.55% Q4 2025 Feb 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 12,421 960 0.12% 0.1% 177 +532 4.47% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 12,342 954 0.03% 0.03% 178 -29 -0.23% Q4 2025 Jan 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 12,229 945 0.05% 0.05% 179 -1,540 -11.18% Q4 2025 Feb 02, 2026
Herold Advisors, Inc. History Added to 12,167 940 0.21% 0.2% 180 +514 4.41% Q4 2025 Feb 17, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 12,016 929 0.39% 0.37% 181 -145 -1.19% Q4 2025 Jan 14, 2026
ROMANO BROTHERS AND COMPANY History No change 11,986 927 0.11% 0.1% 182 0 0.0% Q4 2025 Jan 14, 2026
Allspring Global Investments Holdings, LLC History Added to 11,757 925 0.0% 0.0% 183 +1,968 20.1% Q4 2025 Jan 15, 2026
Entropy Technologies, LP History Reduced 11,912 921 0.05% 0.08% 184 -2,377 -16.64% Q4 2025 Feb 13, 2026
Code Waechter LLC History Reduced 11,794 912 0.59% 0.58% 185 -225 -1.87% Q4 2025 Jan 26, 2026
Calamos Advisors LLC History No change 11,713 906 0.0% 0.0% 186 0 0.0% Q4 2025 Jan 29, 2026
First Pacific Financial History Added to 11,667 902 0.12% 187 +11,661 194350.0% Q4 2025 Jan 16, 2026
NATURAL INVESTMENTS, LLC History Added to 11,617 898 0.22% 0.21% 188 +133 1.16% Q4 2025 Jan 23, 2026
Integrated Wealth Concepts LLC History Added to 11,607 897 0.01% 0.0% 189 +4,913 73.39% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Reduced 11,517 890 0.01% 0.01% 190 -1,911 -14.23% Q4 2025 Feb 17, 2026
STATE STREET CORP History No change 10,953 858 0.0% 0.0% 191 0 0.0% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 10,960 847 0.04% 0.03% 192 +3,861 54.39% Q4 2025 Mar 04, 2026
FRANKLIN RESOURCES INC History Added to 10,890 842 0.0% 0.0% 193 +389 3.7% Q4 2025 Feb 11, 2026
STEPHENS INC /AR/ History Reduced 10,365 838 0.01% 0.01% 194 -55 -0.53% Q4 2025 Feb 05, 2026
AE Wealth Management LLC History Added to 10,780 833 0.0% 0.0% 195 +890 9.0% Q4 2025 Jan 26, 2026
B. Riley Wealth Advisors, Inc. History New 10,668 825 0.04% 196 +10,668 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 10,582 818 0.01% 0.01% 197 +1,476 16.21% Q4 2025 Jan 20, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 10,353 800 0.0% 0.0% 198 -365 -3.41% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 9,999 799 0.01% 0.01% 199 0 0.0% Q4 2025 Jan 21, 2026
CIBC Private Wealth Group LLC History Added to 10,229 791 0.0% 0.0% 200 +8,085 377.1% Q4 2025 Feb 12, 2026
BURNEY CO/ History No change 10,164 786 0.02% 0.02% 201 0 0.0% Q4 2025 Jan 23, 2026
Sterling Capital Management LLC History Added to 10,142 784 0.01% 0.01% 202 +2 0.02% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 9,952 769 0.01% 0.01% 203 +708 7.66% Q4 2025 Mar 12, 2026
BAILARD, INC. History Added to 9,895 765 0.02% 0.02% 204 +22 0.22% Q4 2025 Feb 04, 2026
Mystic Asset Management, Inc. History Reduced 9,730 752 0.17% 0.16% 205 -50 -0.51% Q4 2025 Jan 28, 2026
MGO ONE SEVEN LLC History Added to 9,681 748 0.02% 0.01% 206 +2,674 38.16% Q4 2025 Feb 03, 2026
Global Retirement Partners, LLC History Added to 9,616 743 0.01% 0.01% 207 +2,863 42.4% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Reduced 9,567 740 0.02% 0.02% 208 -536 -5.31% Q4 2025 Feb 03, 2026
Smartleaf Asset Management LLC History Added to 9,469 736 0.03% 0.04% 209 +1,367 16.87% Q4 2025 Feb 13, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 9,455 731 0.24% 0.25% 210 -478 -4.81% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Reduced 9,425 728 0.03% 0.04% 211 -45 -0.48% Q4 2025 Jan 26, 2026
Legacy Wealth Asset Management, LLC History New 9,182 710 0.17% 212 +9,182 New Q4 2025 Jan 12, 2026
Keudell/Morrison Wealth Management History New 9,050 700 0.15% 213 +9,050 New Q4 2025 Feb 06, 2026
PROFUND ADVISORS LLC History Added to 8,977 694 0.02% 0.02% 214 +711 8.6% Q4 2025 Feb 06, 2026
Hilltop Holdings Inc. History Reduced 8,889 687 0.04% 0.04% 215 -657 -6.88% Q4 2025 Feb 17, 2026
Barry Investment Advisors, LLC History Reduced 8,872 686 0.15% 0.16% 216 -429 -4.61% Q4 2025 Feb 09, 2026
Cape Investment Advisory, Inc. History New 8,814 681 0.21% 218 +8,814 New Q4 2025 Feb 17, 2026
PLIMOTH TRUST CO LLC History No change 8,815 681 0.15% 0.14% 217 0 0.0% Q4 2025 Jan 27, 2026
OPPENHEIMER & CO INC History Reduced 8,802 680 0.01% 0.01% 219 -100 -1.12% Q4 2025 Feb 02, 2026
GeoWealth Management, LLC History Added to 8,781 679 0.03% 0.02% 220 +946 12.07% Q4 2025 Feb 17, 2026
Optas, LLC History Added to 8,739 675 0.11% 0.11% 221 +160 1.87% Q4 2025 Jan 27, 2026
Aaron Wealth Advisors LLC History Added to 8,705 673 0.04% 0.03% 222 +1,958 29.02% Q4 2025 Jan 21, 2026
First County Bank /CT/ History Reduced 8,588 664 0.35% 0.41% 223 -2,470 -22.34% Q4 2025 Jan 14, 2026
GLENMEDE TRUST CO NA History New 8,565 662 0.0% 224 +8,565 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 8,519 658 0.0% 0.0% 225 +1,799 26.77% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 8,507 658 0.01% 0.01% 226 +28 0.33% Q4 2025 Jan 23, 2026
GC Wealth Management RIA, LLC History Added to 8,427 651 0.02% 0.02% 227 +407 5.07% Q4 2025 Jan 30, 2026
Snowden Capital Advisors LLC History Added to 8,281 649 0.02% 0.01% 228 +1,231 17.46% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 8,316 643 0.0% 0.0% 229 -13,379 -61.67% Q4 2025 Feb 17, 2026
Blue Trust, Inc. History Reduced 8,306 642 0.01% 0.01% 230 -450 -5.14% Q4 2025 Jan 16, 2026
Aberdeen Group plc History No change 8,200 634 0.0% 0.0% 231 0 0.0% Q4 2025 Jan 16, 2026
Quantum Private Wealth, LLC History Reduced 8,083 625 0.18% 0.17% 232 -32 -0.39% Q4 2025 Feb 06, 2026
Lantz Financial LLC History Added to 7,975 616 0.13% 0.12% 233 +400 5.28% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Added to 8,395 612 0.01% 0.01% 235 +517 6.56% Q4 2025 Feb 11, 2026
HBK Sorce Advisory LLC History Reduced 6,953 612 0.01% 0.01% 234 -514 -6.88% Q4 2025 Feb 09, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 7,879 609 0.01% 0.01% 236 +820 11.62% Q4 2025 Feb 09, 2026
NBC SECURITIES, INC. History Added to 7,856 607 0.05% 0.02% 237 +5,119 187.03% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 7,839 606 0.0% 0.0% 238 +1,662 26.91% Q4 2025 Feb 17, 2026
May Hill Capital, LLC History Added to 7,810 604 0.08% 0.08% 239 +4,070 108.82% Q4 2025 Feb 05, 2026
Trust Point Inc. History Added to 7,712 596 0.05% 0.03% 240 +1,833 31.18% Q4 2025 Jan 13, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 7,702 595 0.08% 0.05% 241 -3,694 -32.41% Q4 2025 Feb 13, 2026
BKM Wealth Management, LLC History Reduced 7,644 591 0.22% 0.22% 242 -424 -5.26% Q4 2025 Jan 29, 2026
Blueshift Asset Management, LLC History New 7,499 580 0.17% 244 +7,499 New Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Reduced 7,509 580 0.0% 0.0% 243 -1,477 -16.44% Q4 2025 Feb 18, 2026
Park Place Capital Corp History Added to 7,464 577 0.12% 0.11% 245 +38 0.51% Q4 2025 Jan 09, 2026
Versant Capital Management, Inc History Added to 7,447 576 0.07% 0.07% 246 +820 12.37% Q4 2025 Jan 08, 2026
Future Fund LLC History Reduced 7,252 560 0.18% 0.21% 247 -987 -11.98% Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Added to 7,193 556 0.0% 0.0% 248 +3,123 76.73% Q4 2025 Jan 26, 2026
Gallacher Capital Management LLC History Reduced 7,188 555 0.21% 0.21% 249 -96 -1.32% Q4 2025 Feb 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 7,130 551 0.01% 0.01% 250 +336 4.95% Q4 2025 Jan 07, 2026
BLAIR WILLIAM & CO/IL History Reduced 7,106 549 0.0% 0.0% 251 -1 -0.01% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 7,031 543 0.0% 0.0% 252 -2,559 -26.68% Q4 2025 Feb 10, 2026
Leonteq Securities AG History No change 7,000 541 0.02% 0.02% 253 0 0.0% Q4 2025 Feb 06, 2026
Ballentine Partners, LLC History Reduced 6,952 537 0.01% 0.01% 254 -940 -11.91% Q4 2025 Feb 03, 2026
SkyView Investment Advisors, LLC History No change 6,947 537 0.07% 0.06% 255 0 0.0% Q4 2025 Feb 18, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 6,811 526 0.0% 0.0% 256 +1,518 28.68% Q4 2025 Jan 30, 2026
D.A. DAVIDSON & CO. History Added to 6,774 524 0.0% 0.0% 257 +2,992 79.11% Q4 2025 Jan 29, 2026
IHT Wealth Management, LLC History Reduced 6,786 524 0.01% 0.01% 258 -192 -2.75% Q4 2025 Feb 17, 2026
Capital International Investors History Reduced 6,622 515 0.0% 0.0% 259 -1,501 -18.48% Q4 2025 Feb 11, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 6,646 514 0.16% 0.16% 260 -50 -0.75% Q4 2025 Jan 27, 2026
AlphaCore Capital LLC History Added to 6,567 513 0.01% 0.01% 261 +962 17.16% Q4 2025 Feb 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 6,462 506 0.02% 0.03% 262 +769 13.51% Q4 2025 Feb 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 6,480 501 0.05% 0.05% 263 +500 8.36% Q4 2025 Feb 13, 2026
RNC CAPITAL MANAGEMENT LLC History Added to 6,452 499 0.02% 0.02% 264 +251 4.05% Q4 2025 Feb 03, 2026
Moors & Cabot, Inc. History Added to 6,211 480 0.02% 0.02% 265 +70 1.14% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 6,195 479 0.02% 0.02% 266 +121 1.99% Q4 2025 Jan 20, 2026
Beverly Hills Private Wealth, LLC History Reduced 6,109 472 0.08% 0.08% 268 -256 -4.02% Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 6,106 472 0.02% 0.01% 267 +68 1.13% Q4 2025 Feb 13, 2026
Perigon Wealth Management, LLC History New 5,996 463 0.01% 269 +5,996 New Q4 2025 Jan 16, 2026
Walleye Trading LLC History Added to 5,979 462 0.0% 0.0% 270 +151 2.59% Q4 2025 Feb 13, 2026
Gallagher Fiduciary Advisors, LLC History Reduced 5,932 458 0.01% 0.02% 271 -46 -0.77% Q4 2025 Feb 17, 2026
GQG Partners LLC History Added to 5,914 457 0.0% 0.0% 272 +1,909 47.67% Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 5,848 452 0.08% 273 +5,848 New Q4 2025 Feb 12, 2026
Samalin Investment Counsel, LLC History No change 5,824 450 0.16% 0.15% 274 0 0.0% Q4 2025 Jan 30, 2026
Advisory Services Network, LLC History Reduced 5,806 449 0.01% 0.01% 276 -2,540 -30.43% Q4 2025 Feb 17, 2026
GUARDIAN CAPITAL LP History No change 5,812 449 0.01% 0.01% 275 0 0.0% Q4 2025 Feb 18, 2026
Lido Advisors, LLC History No change 6,167 448 0.0% 0.0% 277 0 0.0% Q4 2025 Feb 10, 2026
Arax Advisory Partners History Added to 5,736 443 0.01% 0.01% 278 +440 8.31% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Reduced 5,734 443 0.01% 0.02% 279 -152 -2.58% Q4 2025 Jan 30, 2026
GREENLEAF TRUST History Added to 5,686 439 0.0% 0.0% 280 +916 19.2% Q4 2025 Jan 21, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 5,628 435 0.0% 0.0% 281 -1,365 -19.52% Q4 2025 Feb 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 5,627 435 0.02% 0.03% 282 -168 -2.9% Q4 2025 Jan 28, 2026
Advisors Asset Management, Inc. History Reduced 5,617 434 0.01% 0.01% 283 -4,667 -45.38% Q4 2025 Feb 12, 2026
Farther Finance Advisors, LLC History Added to 5,604 433 0.0% 0.0% 284 +3,258 138.87% Q4 2025 Jan 23, 2026
Venturi Wealth Management, LLC History New 5,579 431 0.02% 285 +5,579 New Q4 2025 Jan 22, 2026
Dorsey & Whitney Trust CO LLC History Added to 5,547 429 0.02% 0.02% 286 +948 20.61% Q4 2025 Feb 11, 2026
O'ROURKE & COMPANY, Inc History No change 5,433 420 0.16% 0.16% 287 0 0.0% Q4 2025 Jan 28, 2026
Brucke Financial, Inc. History Added to 5,392 417 0.23% 0.21% 288 +562 11.64% Q4 2025 Jan 12, 2026
FIFTH THIRD BANCORP History Added to 5,270 407 0.0% 0.0% 289 +521 10.97% Q4 2025 Feb 02, 2026
Sunpointe, LLC History Reduced 5,182 406 0.13% 0.14% 290 -76 -1.45% Q4 2025 Jan 23, 2026
Carr Financial Group Corp History Reduced 5,245 405 0.11% 0.11% 291 -389 -6.9% Q4 2025 Jan 09, 2026
Waverly Advisors, LLC History Added to 5,198 402 0.0% 0.0% 292 +672 14.85% Q4 2025 Feb 17, 2026
American Trust Investment Advisors, LLC History No change 5,172 400 0.21% 0.19% 293 0 0.0% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 5,083 393 0.0% 0.0% 295 -6,510 -56.15% Q4 2025 Feb 11, 2026
COMMERCE BANK History Added to 5,091 393 0.0% 0.0% 294 +667 15.08% Q4 2025 Feb 13, 2026
RFG Advisory, LLC History Added to 5,085 393 0.01% 0.01% 296 +98 1.97% Q4 2025 Feb 03, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 5,022 388 0.29% 0.28% 297 -9 -0.18% Q4 2025 Feb 12, 2026
TODD ASSET MANAGEMENT LLC History Added to 4,994 386 0.01% 0.01% 298 +368 7.96% Q4 2025 Feb 09, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 4,951 382 0.09% 0.09% 299 0 0.0% Q4 2025 Jan 23, 2026
Meridian Wealth Management, LLC History Added to 4,903 379 0.01% 0.01% 300 +185 3.92% Q4 2025 Feb 04, 2026
Allworth Financial LP History New 4,797 371 0.0% 301 +4,797 New Q4 2025 Feb 05, 2026
SAGE RHINO CAPITAL LLC History Reduced 4,726 365 0.07% 0.07% 302 -88 -1.83% Q4 2025 Jan 30, 2026
Steward Partners Investment Advisory, LLC History Reduced 4,717 364 0.0% 0.0% 303 -522 -9.96% Q4 2025 Feb 12, 2026
Valeo Financial Advisors, LLC History Added to 4,646 359 0.01% 0.01% 304 +820 21.43% Q4 2025 Feb 04, 2026
Independent Advisor Alliance History New 4,609 356 0.01% 305 +4,609 New Q4 2025 Feb 04, 2026
GSA CAPITAL PARTNERS LLP History New 4,595 355 0.03% 306 +4,595 New Q4 2025 Feb 06, 2026
Grove Bank & Trust History No change 4,489 347 0.04% 0.04% 307 0 0.0% Q4 2025 Jan 08, 2026
Beacon Pointe Advisors, LLC History Added to 4,397 340 0.0% 0.0% 308 +598 15.74% Q4 2025 Feb 18, 2026
Formidable Asset Management, LLC History Reduced 4,598 334 0.05% 0.06% 309 -802 -14.85% Q4 2025 Jan 16, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 4,270 330 0.1% 0.12% 310 +236 5.85% Q4 2025 Jan 08, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 4,229 329 0.0% 0.0% 311 +27 0.64% Q4 2025 Feb 05, 2026
EP Wealth Advisors, LLC History New 4,229 327 0.0% 312 +4,229 New Q4 2025 Feb 18, 2026
Investors Research Corp History No change 4,227 326 0.06% 0.06% 313 0 0.0% Q4 2025 Jan 06, 2026
Navis Wealth Advisors, LLC History New 4,170 322 0.14% 314 +4,170 New Q4 2025 Feb 13, 2026
FDx Advisors, Inc. History Added to 4,102 317 0.16% 0.09% 315 +21 0.51% Q4 2025 Feb 10, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,096 316 0.01% 0.01% 316 -95 -2.27% Q4 2025 Jan 12, 2026
Dynasty Wealth Management, LLC History Added to 4,074 315 0.0% 0.0% 317 +734 21.98% Q4 2025 Feb 10, 2026
Checchi Capital Advisers, LLC History Added to 4,049 313 0.02% 0.01% 318 +275 7.29% Q4 2025 Jan 27, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 4,056 313 0.01% 0.01% 320 +199 5.16% Q4 2025 Feb 13, 2026
Mayflower Financial Advisors, LLC History Added to 4,059 313 0.04% 0.04% 319 +183 4.72% Q4 2025 Jan 13, 2026
GAMMA Investing LLC History Added to 4,028 311 0.02% 0.01% 321 +763 23.37% Q4 2025 Jan 05, 2026
IFP Advisors, Inc History Added to 4,020 310 0.01% 0.0% 322 +3,328 480.92% Q4 2025 Feb 06, 2026
Phillips Wealth Planners LLC History Reduced 3,789 306 0.25% 0.23% 323 -11 -0.29% Q4 2025 Feb 10, 2026
Storgate, LLC History New 3,952 305 0.25% 325 +3,952 New Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 3,944 305 0.0% 0.0% 324 -425 -9.73% Q4 2025 Mar 20, 2026
Parallel Advisors, LLC History Added to 3,923 303 0.01% 0.0% 327 +327 9.09% Q4 2025 Feb 11, 2026
PDS Planning, Inc History Added to 3,928 303 0.02% 0.02% 326 +20 0.51% Q4 2025 Jan 26, 2026
Prospera Financial Services Inc History Added to 3,892 301 0.0% 0.0% 328 +203 5.5% Q4 2025 Feb 09, 2026
Pure Financial Advisors, LLC History New 3,832 296 0.05% 329 +3,832 New Q4 2025 Mar 04, 2026
Transamerica Financial Advisors, LLC History Added to 3,799 293 0.02% 0.02% 330 +690 22.19% Q4 2025 Feb 13, 2026
Savant Capital, LLC History New 3,746 289 0.0% 331 +3,746 New Q4 2025 Feb 10, 2026
MONEY CONCEPTS CAPITAL CORP History New 3,703 286 0.02% 332 +3,703 New Q4 2025 Feb 04, 2026
180 WEALTH ADVISORS, LLC History Reduced 3,705 286 0.03% 0.04% 333 -336 -8.31% Q4 2025 Jan 09, 2026
Ameritas Advisory Services, LLC History New 3,695 285 0.01% 334 +3,695 New Q4 2025 Feb 04, 2026
Frank, Rimerman Advisors LLC History New 3,693 285 0.02% 335 +3,693 New Q4 2025 Jan 15, 2026
EVERETT HARRIS & CO /CA/ History No change 3,682 284 0.0% 0.0% 336 0 0.0% Q4 2025 Feb 11, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 3,677 284 0.02% 0.02% 337 0 0.0% Q4 2025 Jan 21, 2026
LongView Wealth Management History Reduced 3,532 281 0.07% 0.07% 338 -61 -1.7% Q4 2025 Jan 13, 2026
EntryPoint Capital, LLC History New 3,631 280 0.11% 339 +3,631 New Q4 2025 Feb 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 3,582 277 0.06% 340 +3,582 New Q4 2025 Feb 13, 2026
LGT Group Foundation History New 3,492 271 0.0% 341 +3,492 New Q4 2025 Feb 05, 2026
Frec Markets, Inc. History New 3,501 270 0.08% 342 +3,501 New Q4 2025 Feb 17, 2026
Summit Financial, LLC History Added to 3,435 269 0.0% 0.0% 343 +68 2.02% Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Reduced 3,463 267 0.01% 0.01% 344 -224 -6.08% Q4 2025 Feb 06, 2026
Sowell Financial Services LLC History New 3,441 266 0.01% 345 +3,441 New Q4 2025 Jan 21, 2026
Net Worth Advisory Group History Added to 3,446 266 0.05% 0.07% 346 +68 2.01% Q4 2025 Jan 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 3,407 263 0.0% 347 +3,407 New Q4 2025 Feb 13, 2026
Graney & King, LLC History No change 3,399 262 0.15% 0.17% 348 0 0.0% Q4 2025 Feb 13, 2026
Calydon Capital History No change 3,371 260 0.04% 0.04% 349 0 0.0% Q4 2025 Feb 17, 2026
Sivia Capital Partners, LLC History New 3,349 259 0.05% 350 +3,349 New Q4 2025 Feb 10, 2026
COZAD ASSET MANAGEMENT INC History No change 3,320 256 0.02% 0.02% 351 0 0.0% Q4 2025 Feb 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 3,247 251 0.0% 0.0% 352 +106 3.37% Q4 2025 Jan 29, 2026
Y-Intercept (Hong Kong) Ltd History New 3,214 248 0.01% 353 +3,214 New Q4 2025 Feb 13, 2026
High Net Worth Advisory Group LLC History No change 3,209 248 0.06% 0.06% 354 0 0.0% Q4 2025 Jan 23, 2026
Keel Point, LLC History Added to 3,182 246 0.01% 0.01% 355 +163 5.4% Q4 2025 Feb 12, 2026
Texas Yale Capital Corp. History New 3,175 245 0.01% 356 +3,175 New Q4 2025 Feb 10, 2026
Csenge Advisory Group History Reduced 3,164 244 0.01% 0.01% 357 -12 -0.38% Q4 2025 Feb 06, 2026
R Squared Ltd History New 3,137 242 0.11% 358 +3,137 New Q4 2025 Jan 30, 2026
Lloyd Advisory Services, LLC. History Added to 3,058 236 0.09% 0.1% 359 +17 0.56% Q4 2025 Feb 06, 2026
Frisch Financial Group, Inc. History No change 3,004 235 0.05% 0.05% 360 0 0.0% Q4 2025 Feb 06, 2026
New Republic Capital, LLC History New 2,948 230 0.06% 361 +2,948 New Q4 2025 Feb 10, 2026
FOCUSED ALPHA, LLC History New 2,901 224 0.07% 363 +2,901 New Q4 2025 Feb 13, 2026
Wedmont Private Capital History New 2,830 224 0.01% 362 +2,830 New Q4 2025 Jan 08, 2026
Kathmere Capital Management, LLC History New 2,876 222 0.01% 364 +2,876 New Q4 2025 Jan 13, 2026
JANE STREET GROUP, LLC History Reduced 2,800 216 0.0% 0.0% 365 -39,200 -93.33% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 2,781 215 0.0% 0.0% 366 0 0.0% Q4 2025 Feb 12, 2026
J.M. Arbour, LLC History New 2,771 214 0.21% 367 +2,771 New Q4 2025 Jan 26, 2026
ANCHYRA PARTNERS LLC History New 2,755 213 0.07% 369 +2,755 New Q4 2025 Jan 29, 2026
Diversify Advisory Services, LLC History New 2,642 213 0.01% 368 +2,642 New Q4 2025 Jan 23, 2026
Essex Financial Services, Inc. History New 2,705 209 0.01% 371 +2,705 New Q4 2025 Feb 10, 2026
Wilmington Savings Fund Society, FSB History No change 2,713 209 0.0% 0.0% 370 0 0.0% Q4 2025 Feb 12, 2026
Bridgewater Advisors Inc. History New 2,544 205 0.01% 372 +2,544 New Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History Reduced 2,607 201 0.0% 0.0% 373 -309 -10.6% Q4 2025 Feb 11, 2026
PRIVATE TRUST CO NA History Added to 2,502 193 0.02% 0.02% 374 +74 3.05% Q4 2025 Jan 26, 2026
TD Waterhouse Canada Inc. History Added to 2,262 174 0.0% 0.0% 375 +541 31.44% Q4 2025 Jan 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History New 2,245 173 0.01% 376 +2,245 New Q4 2025 Jan 21, 2026
DEUTSCHE BANK AG\ History Added to 2,230 172 0.0% 0.0% 377 +11 0.5% Q4 2025 Feb 11, 2026
Concord Wealth Partners History No change 2,132 164 0.02% 0.02% 378 0 0.0% Q4 2025 Jan 29, 2026
Hilltop National Bank History Reduced 2,070 160 0.04% 0.04% 379 -182 -8.08% Q4 2025 Jan 07, 2026
HARBOUR INVESTMENTS, INC. History Added to 2,007 155 0.0% 0.0% 380 +1,162 137.51% Q4 2025 Feb 09, 2026
Hartford Financial Management Inc. History No change 2,000 154 0.04% 0.04% 381 0 0.0% Q4 2025 Jan 21, 2026
Cromwell Holdings LLC History No change 1,937 151 0.08% 0.07% 382 0 0.0% Q4 2025 Jan 20, 2026
Bank of New Hampshire History New 1,914 148 0.03% 383 +1,914 New Q4 2025 Mar 16, 2026
BAYBAN History New 1,770 136 0.12% 384 +1,770 New Q4 2025 Mar 05, 2026
GROUP ONE TRADING LLC History Added to 1,620 125 0.0% 0.0% 385 +1,584 4400.0% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 1,530 118 0.0% 0.0% 386 +77 5.3% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 1,473 113 0.01% 0.0% 387 +81 5.82% Q4 2025 Feb 02, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,453 112 0.01% 0.01% 388 0 0.0% Q4 2025 Jan 08, 2026
AdvisorNet Financial, Inc History No change 1,447 111 0.01% 0.01% 389 0 0.0% Q4 2025 Jan 20, 2026
Caitong International Asset Management Co., Ltd History Reduced 1,412 109 0.03% 0.11% 390 -747 -34.6% Q4 2025 Mar 03, 2026
BARRETT & COMPANY, INC. History No change 1,223 94 0.03% 0.03% 391 0 0.0% Q4 2025 Jan 28, 2026
EASTERN BANK History Added to 1,184 91 0.0% 0.0% 392 +200 20.33% Q4 2025 Jan 14, 2026
Bruce G. Allen Investments, LLC History Reduced 1,136 87 0.06% 0.06% 393 -2 -0.18% Q4 2025 Feb 10, 2026
Truvestments Capital LLC History No change 1,104 85 0.02% 0.01% 394 0 0.0% Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 1,022 78 0.0% 0.0% 395 +434 73.81% Q4 2025 Feb 05, 2026
Sound Income Strategies, LLC History Added to 946 76 0.0% 0.0% 396 +58 6.53% Q4 2025 Jan 21, 2026
Addison Advisors LLC History Added to 983 76 0.02% 0.02% 397 +55 5.93% Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History No change 964 74 0.02% 0.02% 398 0 0.0% Q4 2025 Feb 09, 2026
V-Square Quantitative Management LLC History New 940 72 0.01% 400 +940 New Q4 2025 Jan 22, 2026
CENTRAL TRUST Co History Added to 931 72 0.0% 0.0% 399 +11 1.2% Q4 2025 Feb 02, 2026
RICHARDSON FINANCIAL SERVICES INC. History Added to 895 69 0.02% 0.04% 401 +97 12.16% Q4 2025 Jan 22, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 870 67 0.0% 0.0% 402 +243 38.76% Q4 2025 Feb 12, 2026
Aventura Private Wealth, LLC History No change 859 66 0.02% 0.02% 403 0 0.0% Q4 2025 Jan 07, 2026
HUNTINGTON NATIONAL BANK History Added to 843 65 0.0% 0.0% 404 +187 28.51% Q4 2025 Feb 09, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 729 64 0.04% 0.04% 405 0 0.0% Q4 2025 Feb 13, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 816 63 0.01% 0.01% 406 0 0.0% Q4 2025 Feb 04, 2026
High Point Wealth Management, LLC History New 791 61 0.06% 407 +791 New Q4 2025 Jan 29, 2026
Godfrey Financial Associates, Inc. History New 780 60 0.05% 409 +780 New Q4 2025 Feb 10, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 785 60 0.0% 0.0% 408 -324 -29.22% Q4 2025 Jan 30, 2026
Community Bank, N.A. History Reduced 768 59 0.01% 0.01% 410 -305 -28.42% Q4 2025 Feb 04, 2026
Larson Financial Group LLC History Added to 760 58 0.0% 0.0% 411 +21 2.84% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 714 55 0.0% 0.0% 412 +54 8.18% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History No change 694 53 0.0% 0.0% 413 0 0.0% Q4 2025 Feb 09, 2026
Garner Asset Management Corp History New 649 50 0.02% 414 +649 New Q4 2025 Feb 03, 2026
First Command Advisory Services, Inc. History New 597 46 0.0% 415 +597 New Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History Added to 583 45 0.0% 0.0% 416 +400 218.58% Q4 2025 Jan 16, 2026
Coston, McIsaac & Partners History No change 577 44 0.01% 0.01% 417 0 0.0% Q4 2025 Feb 03, 2026
TORONTO DOMINION BANK History No change 550 43 0.0% 0.0% 418 0 0.0% Q4 2025 Feb 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History New 549 42 0.01% 419 +549 New Q4 2025 Feb 09, 2026
SHP Wealth Management History New 520 40 0.0% 420 +520 New Q4 2025 Mar 04, 2026
Parkside Financial Bank & Trust History No change 489 37 0.0% 0.0% 421 0 0.0% Q4 2025 Feb 13, 2026
Salomon & Ludwin, LLC History No change 475 37 0.0% 0.0% 422 0 0.0% Q4 2025 Jan 28, 2026
ESL Trust Services, LLC History No change 480 37 0.01% 0.01% 423 0 0.0% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History Added to 461 35 0.0% 0.0% 426 +57 14.11% Q4 2025 Jan 28, 2026
Westside Investment Management, Inc. History No change 454 35 0.01% 0.01% 424 0 0.0% Q4 2025 Jan 23, 2026
McIlrath & Eck, LLC History No change 456 35 0.0% 0.0% 425 0 0.0% Q4 2025 Feb 03, 2026
Glen Eagle Advisors, LLC History No change 464 35 0.0% 0.0% 427 0 0.0% Q4 2025 Feb 13, 2026
Hilton Head Capital Partners, LLC History New 439 33 0.02% 428 +439 New Q4 2025 Feb 11, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 413 31 0.0% 0.0% 429 0 0.0% Q4 2025 Jan 20, 2026
UMB Bank, n.a. History No change 399 30 0.0% 0.0% 430 0 0.0% Q4 2025 Feb 13, 2026
Measured Wealth Private Client Group, LLC History No change 392 30 0.01% 0.01% 431 0 0.0% Q4 2025 Feb 10, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 380 29 0.0% 0.0% 432 +80 26.67% Q4 2025 Jan 15, 2026
Richard W. Paul & Associates, LLC History Added to 385 29 0.01% 0.01% 433 +2 0.52% Q4 2025 Feb 12, 2026
Hurley Capital, LLC History No change 366 28 0.02% 0.01% 434 0 0.0% Q4 2025 Feb 17, 2026
Capital Analysts, LLC History Reduced 350 27 0.0% 0.0% 435 -48 -12.06% Q4 2025 Feb 11, 2026
CULLEN/FROST BANKERS, INC. History Added to 346 26 0.0% 0.0% 436 +162 88.04% Q4 2025 Feb 06, 2026
Asset Dedication, LLC History No change 348 26 0.0% 0.0% 437 0 0.0% Q4 2025 Jan 26, 2026
Ancora Advisors LLC History Reduced 327 25 0.0% 0.0% 438 -173 -34.6% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 318 24 0.0% 0.0% 439 +149 88.17% Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 299 23 0.01% 440 +299 New Q4 2025 Feb 18, 2026
Signature Equity Partners, LLC History New 296 22 0.01% 442 +296 New Q4 2025 Feb 17, 2026
True Wealth Design, LLC History Added to 296 22 0.01% 0.01% 441 +2 0.68% Q4 2025 Jan 08, 2026
Canton Hathaway, LLC History New 275 21 0.0% 444 +275 New Q4 2025 Jan 21, 2026
Bangor Savings Bank History Added to 276 21 0.0% 0.0% 443 +176 176.0% Q4 2025 Jan 16, 2026
Federation des caisses Desjardins du Quebec History Added to 282 21 0.0% 0.0% 445 +96 51.61% Q4 2025 Feb 12, 2026
FINANCIAL CONSULATE, INC History Added to 266 20 0.0% 0.0% 446 +77 40.74% Q4 2025 Jan 22, 2026
Litman Gregory Wealth Management LLC History New 250 19 0.0% 447 +250 New Q4 2025 Feb 12, 2026
Avalon Trust Co History No change 255 19 0.0% 0.0% 448 0 0.0% Q4 2025 Feb 09, 2026
Millstone Evans Group, LLC History No change 250 19 0.01% 0.01% 449 0 0.0% Q4 2025 Feb 02, 2026
SageView Advisory Group, LLC History New 237 18 0.0% 450 +237 New Q4 2025 Feb 17, 2026
Smithfield Trust Co History Added to 222 17 0.0% 0.0% 451 +39 21.31% Q4 2025 Feb 09, 2026
JFS WEALTH ADVISORS, LLC History No change 227 17 0.0% 0.0% 452 0 0.0% Q4 2025 Jan 14, 2026
Dunhill Financial, LLC History No change 229 17 0.0% 0.0% 453 0 0.0% Q4 2025 Jan 29, 2026
Caldwell Trust Co History No change 229 17 0.0% 0.0% 454 0 0.0% Q4 2025 Jan 30, 2026
Spire Wealth Management History Reduced 215 16 0.0% 0.0% 460 -814 -79.11% Q4 2025 Jan 14, 2026
Triumph Capital Management History New 213 16 0.0% 457 +213 New Q4 2025 Feb 12, 2026
Physician Wealth Advisors, Inc. History Added to 207 16 0.0% 0.0% 458 +10 5.08% Q4 2025 Jan 29, 2026
NBT BANK N A /NY History Added to 243 16 0.0% 0.0% 455 +4 1.67% Q4 2025 Jan 23, 2026
Financial Management Professionals, Inc. History Added to 211 16 0.0% 0.0% 456 +3 1.44% Q4 2025 Jan 27, 2026
Citizens National Bank Trust Department History No change 219 16 0.0% 0.0% 459 0 0.0% Q4 2025 Jan 30, 2026
CoreCap Advisors, LLC History Added to 194 15 0.0% 0.0% 462 +38 24.36% Q4 2025 Jan 13, 2026
Atlantic Union Bankshares Corp History No change 200 15 0.0% 0.0% 461 0 0.0% Q4 2025 Feb 04, 2026
United Community Bank History New 187 14 0.01% 464 +187 New Q4 2025 Jan 30, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 183 14 0.01% 0.01% 463 0 0.0% Q4 2025 Feb 06, 2026
Basepoint Wealth LLC History New 179 13 0.01% 467 +179 New Q4 2025 Feb 10, 2026
Elevated Capital Advisors, LLC History New 174 13 0.0% 465 +174 New Q4 2025 Jan 27, 2026
Cornerstone Planning Group LLC History Added to 159 13 0.0% 0.0% 466 +11 7.43% Q4 2025 Feb 02, 2026
Sunbelt Securities, Inc. History Reduced 162 12 0.0% 0.0% 468 -145 -47.23% Q4 2025 Feb 20, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 161 12 0.0% 0.0% 469 0 0.0% Q4 2025 Jan 15, 2026
Park Square Financial Group, LLC History Reduced 189 11 0.07% 0.07% 471 -38 -16.74% Q4 2025 Feb 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 145 11 0.0% 0.0% 470 0 0.0% Q4 2025 Jan 22, 2026
SJS Investment Consulting Inc. History New 134 10 0.0% 475 +134 New Q4 2025 Jan 21, 2026
Quest 10 Wealth Builders, Inc. History Reduced 135 10 0.01% 0.01% 476 -45 -25.0% Q4 2025 Jan 29, 2026
WPG Advisers, LLC History Reduced 137 10 0.01% 0.01% 477 -8 -5.52% Q4 2025 Jan 28, 2026
FIRST HORIZON CORP History No change 137 10 0.0% 0.0% 472 0 0.0% Q4 2025 Jan 27, 2026
GW&K Investment Management, LLC History No change 133 10 0.0% 0.0% 473 0 0.0% Q4 2025 Feb 11, 2026
COUNTRY TRUST BANK History No change 138 10 0.0% 0.0% 474 0 0.0% Q4 2025 Jan 21, 2026
Tower Research Capital LLC (TRC) History Reduced 123 9 0.0% 0.0% 478 -236 -65.74% Q4 2025 Feb 17, 2026
Steigerwald, Gordon & Koch Inc. History New 123 9 0.0% 480 +123 New Q4 2025 Jan 23, 2026
Bogart Wealth, LLC History No change 122 9 0.0% 0.0% 479 0 0.0% Q4 2025 Jan 30, 2026
Rosenberg Matthew Hamilton History No change 121 9 0.0% 0.0% 481 0 0.0% Q4 2025 Jan 05, 2026
Activest Wealth Management History No change 128 9 0.0% 0.0% 482 0 0.0% Q4 2025 Jan 30, 2026
Pinnacle Bancorp, Inc. History New 114 8 0.0% 483 +114 New Q4 2025 Jan 22, 2026
Bayforest Capital Ltd History New 114 8 0.01% 486 +114 New Q4 2025 Jan 27, 2026
ORG Partners LLC History No change 104 8 0.0% 0.0% 484 0 0.0% Q4 2025 Jan 14, 2026
WealthCollab, LLC History No change 109 8 0.0% 0.0% 485 0 0.0% Q4 2025 Jan 27, 2026
Elyxium Wealth, LLC History New 101 7 0.0% 491 +101 New Q4 2025 Feb 05, 2026
DecisionPoint Financial, LLC History Added to 102 7 0.0% 0.0% 489 +64 168.42% Q4 2025 Jan 29, 2026
Coastline Trust Co History No change 91 7 0.0% 0.0% 487 0 0.0% Q4 2025 Jan 05, 2026
Archer Investment Corp History No change 100 7 0.0% 0.0% 488 0 0.0% Q4 2025 Jan 30, 2026
New England Capital Financial Advisors LLC History No change 91 7 0.0% 0.0% 490 0 0.0% Q4 2025 Feb 02, 2026
Financial Network Wealth Advisors LLC History New 78 6 0.01% 492 +78 New Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History New 77 5 0.0% 493 +77 New Q4 2025 Feb 03, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 71 5 0.0% 496 +71 New Q4 2025 Jan 28, 2026
N.E.W. Advisory Services LLC History New 69 5 0.0% 495 +69 New Q4 2025 Jan 28, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 67 5 0.0% 494 +67 New Q4 2025 Jan 20, 2026
Principia Wealth Advisory, LLC History Added to 72 5 0.0% 0.0% 497 +6 9.09% Q4 2025 Feb 10, 2026
Rossby Financial, LCC History Added to 75 5 0.0% 0.0% 498 +2 2.74% Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History No change 76 5 0.0% 0.0% 499 0 0.0% Q4 2025 Jan 26, 2026
Benson Wealth Management INC History New 60 4 0.0% 504 +60 New Q4 2025 Feb 12, 2026
North Star Investment Management Corp. History New 55 4 0.0% 500 +55 New Q4 2025 Jan 30, 2026
Bare Financial Services, Inc History Added to 54 4 0.0% 0.0% 502 +40 285.71% Q4 2025 Feb 06, 2026
Indiana Trust & Investment Management Co History No change 58 4 0.0% 0.0% 501 0 0.0% Q4 2025 Jan 21, 2026
Wiser Advisor Group LLC History No change 54 4 0.0% 0.0% 503 0 0.0% Q4 2025 Feb 09, 2026
Nemes Rush Group LLC History New 51 3 0.0% 514 +51 New Q4 2025 Feb 11, 2026
AMERICAN NATIONAL BANK & TRUST History New 50 3 0.0% 506 +50 New Q4 2025 Jan 20, 2026
Acumen Wealth Advisors, LLC History New 49 3 0.0% 513 +49 New Q4 2025 Feb 13, 2026
Keating Financial Advisory Services, Inc. History New 45 3 0.0% 515 +45 New Q4 2025 Feb 09, 2026
Cornerstone Financial Management LLC History New 43 3 0.0% 516 +43 New Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History New 39 3 0.0% 507 +39 New Q4 2025 Feb 11, 2026
JNBA Financial Advisors History New 39 3 0.0% 509 +39 New Q4 2025 Jan 26, 2026
Bell Investment Advisors, Inc History Reduced 50 3 0.0% 0.0% 511 -7 -12.28% Q4 2025 Feb 24, 2026
ST GERMAIN D J CO INC History No change 44 3 0.0% 0.0% 505 0 0.0% Q4 2025 Jan 29, 2026
Minot DeBlois Advisors LLC History No change 50 3 0.0% 0.0% 508 0 0.0% Q4 2025 Feb 13, 2026
Key FInancial Inc History No change 50 3 0.0% 0.0% 510 0 0.0% Q4 2025 Feb 09, 2026
POM Investment Strategies, LLC History No change 50 3 0.0% 0.0% 512 0 0.0% Q4 2025 Feb 17, 2026
Kilter Group LLC History Added to 33 2 0.0% 0.0% 522 +13 65.0% Q4 2025 Feb 13, 2026
Colonial Trust Co / SC History Reduced 38 2 0.0% 0.0% 520 -2 -5.0% Q4 2025 Feb 12, 2026
CVA Family Office, LLC History No change 34 2 0.0% 0.0% 517 0 0.0% Q4 2025 Jan 12, 2026
SOA Wealth Advisors, LLC. History No change 38 2 0.0% 0.0% 518 0 0.0% Q4 2025 Jan 20, 2026
City State Bank History No change 26 2 0.0% 0.0% 519 0 0.0% Q4 2025 Jan 28, 2026
Financial Perspectives, Inc History No change 34 2 0.0% 0.0% 521 0 0.0% Q4 2025 Jan 28, 2026
Independence Bank of Kentucky History New 23 1 0.0% 526 +23 New Q4 2025 Jan 20, 2026
TUCKER ASSET MANAGEMENT LLC History New 17 1 0.0% 528 +17 New Q4 2025 Feb 05, 2026
TOTH FINANCIAL ADVISORY CORP History New 16 1 0.0% 524 +16 New Q4 2025 Jan 20, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 24 1 0.0% 0.0% 523 -5 -17.24% Q4 2025 Feb 06, 2026
Anchor Investment Management, LLC History No change 25 1 0.0% 0.0% 525 0 0.0% Q4 2025 Feb 26, 2026
Fortis Group Advisors, LLC History No change 22 1 0.0% 0.0% 527 0 0.0% Q4 2025 Feb 06, 2026
Tidemark, LLC History No change 25 1 0.0% 0.0% 529 0 0.0% Q4 2025 Feb 10, 2026
American Capital Advisory, LLC History No change 16 1 0.0% 0.0% 530 0 0.0% Q4 2025 Jan 30, 2026
PARK AVENUE SECURITIES LLC History Closed out 0 0 0.03% -47,594 -100.0% Q3 2025 Oct 23, 2025
TECTONIC ADVISORS LLC History Closed out 0 0 0.14% -36,321 -100.0% Q3 2025 Oct 21, 2025
Saranac Partners Ltd History Closed out 0 0 0.08% -31,837 -100.0% Q3 2025 Dec 05, 2025
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.08% -15,033 -100.0% Q3 2025 Oct 28, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 0.0% -10,077 -100.0% Q3 2025 Nov 10, 2025
Quantbot Technologies LP History Closed out 0 0 0.02% -9,346 -100.0% Q3 2025 Nov 12, 2025
Gladstone Institutional Advisory LLC History Closed out 0 0 0.02% -7,722 -100.0% Q3 2025 Oct 22, 2025
Legacy Financial Advisors, Inc. History Closed out 0 0 0.07% -6,760 -100.0% Q3 2025 Nov 10, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -4,779 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.02% -4,774 -100.0% Q3 2025 Nov 14, 2025
AllSquare Wealth Management LLC History Closed out 0 0 0.18% -4,599 -100.0% Q3 2025 Jan 12, 2026
Procyon Advisors, LLC History Closed out 0 0 0.02% -4,401 -100.0% Q3 2025 Oct 28, 2025
Walleye Capital LLC History Closed out 0 0 0.0% -4,247 -100.0% Q3 2025 Nov 14, 2025
Equitable Holdings, Inc. History Closed out 0 0 0.0% -4,154 -100.0% Q3 2025 Nov 14, 2025
PharVision Advisers, LLC History Closed out 0 0 0.16% -3,840 -100.0% Q3 2025 Nov 17, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.04% -3,807 -100.0% Q3 2025 Nov 14, 2025
Mission Creek Capital Partners, Inc. History Closed out 0 0 0.05% -3,762 -100.0% Q3 2025 Nov 13, 2025
Farmers & Merchants Trust Co of Long Beach History Closed out 0 0 0.05% -3,509 -100.0% Q3 2025 Oct 27, 2025
Sigma Planning Corp History Closed out 0 0 0.01% -3,317 -100.0% Q3 2025 Nov 10, 2025
WRAPMANAGER INC History Closed out 0 0 0.07% -3,062 -100.0% Q3 2025 Nov 10, 2025
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Closed out 0 0 0.0% -2,988 -100.0% Q3 2025 Nov 14, 2025
Virtus Investment Advisers, LLC History Closed out 0 0 0.05% -2,433 -100.0% Q3 2025 Nov 14, 2025
Icon Wealth Advisors, LLC History Closed out 0 0 0.01% -2,025 -100.0% Q3 2025 Nov 14, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -892 -100.0% Q3 2025 Nov 14, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -543 -100.0% Q3 2025 Oct 21, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 0.01% -430 -100.0% Q3 2025 Nov 13, 2025
Johnson Financial Group, Inc. History Closed out 0 0 0.0% -344 -100.0% Q3 2025 Nov 13, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 0.01% -275 -100.0% Q3 2025 Nov 06, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.0% -168 -100.0% Q3 2025 Oct 07, 2025
Rakuten Securities, Inc. History Closed out 0 0 0.0% -150 -100.0% Q3 2025 Oct 28, 2025
SouthState Bank Corp History Closed out 0 0 0.0% -64 -100.0% Q3 2025 Nov 05, 2025
Hanson & Doremus Investment Management History Closed out 0 0 0.0% -52 -100.0% Q3 2025 Oct 15, 2025
Centerpoint Advisors, LLC History Closed out 0 0 0.0% -38 -100.0% Q3 2025 Nov 06, 2025
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Closed out 0 0 0.0% -35 -100.0% Q3 2025 Oct 22, 2025
Golden State Wealth Management, LLC History Closed out 0 0 0.0% -30 -100.0% Q3 2025 Nov 03, 2025
JPL Wealth Management, LLC History Closed out 0 0 0.0% -29 -100.0% Q3 2025 Nov 14, 2025
KERR FINANCIAL PLANNING Corp History Closed out 0 0 0.0% -23 -100.0% Q3 2025 Nov 25, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 0.0% -19 -100.0% Q3 2025 Nov 03, 2025
Palisade Asset Management, LLC History Closed out 0 0 -13 -100.0% Q3 2025 Nov 17, 2025
CX Institutional History Closed out 0 0 0.0% -12 -100.0% Q3 2025 Oct 23, 2025
MV CAPITAL MANAGEMENT, INC. History New 11 0 +11 New Q4 2025 Feb 23, 2026
Private Wealth Asset Management, LLC History Closed out 0 0 -11 -100.0% Q3 2025 Nov 03, 2025
New Millennium Group LLC History Closed out 0 0 -8 -100.0% Q3 2025 Nov 10, 2025
Trust Co History New 6 0 +6 New Q4 2025 Jan 15, 2026
Grey Fox Wealth Advisors, LLC History Closed out 0 0 -6 -100.0% Q3 2025 Oct 29, 2025
Bear Mountain Capital, Inc. History Closed out 0 0 -4 -100.0% Q3 2025 Nov 12, 2025
Caitlin John, LLC History Closed out 0 0 -2 -100.0% Q3 2025 Nov 12, 2025
Retirement Wealth Solutions LLC History Added to 7 0 +1 16.67% Q4 2025 Jan 07, 2026
Rise Advisors, LLC History Closed out 0 0 -1 -100.0% Q3 2025 Oct 08, 2025
CALDWELL SUTTER CAPITAL, INC. History No change 10 0 0 0.0% Q4 2025 Jan 30, 2026
RMG Wealth Management LLC History No change 2 0 0 0.0% Q4 2025 Jan 29, 2026
Abound Wealth Management History No change 8 0 0 0.0% Q4 2025 Jan 12, 2026
LRI Investments, LLC History No change 12 0 0 0.0% Q4 2025 Feb 04, 2026
Gen-Wealth Partners Inc History No change 8 0 0 0.0% Q4 2025 Feb 13, 2026