NOVARTIS AG - NVS

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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
DODGE & COX History Reduced 9,014,641 1,242,848 0.67% 0.73% 1 -1,570,504 -14.84% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 8,876,906 1,223,859 0.07% 0.06% 2 +1,148,033 14.85% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 8,524,394 1,175,311 0.25% 0.24% 3 -316,292 -3.58% Q4 2025 Feb 12, 2026
PRIMECAP MANAGEMENT CO/CA/ History Reduced 7,579,274 1,044,954 0.79% 0.92% 4 -1,762,580 -18.87% Q4 2025 Feb 11, 2026
Fisher Asset Management, LLC History Added to 7,465,850 1,029,316 0.35% 0.34% 5 +226,484 3.13% Q4 2025 Feb 09, 2026
LOOMIS SAYLES & CO L P History Reduced 5,534,215 763,002 0.92% 0.86% 6 -130,696 -2.31% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 4,549,016 627,172 0.05% 0.04% 7 -56,862 -1.23% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 4,479,307 617,562 0.15% 0.13% 8 +419,988 10.35% Q4 2025 Feb 11, 2026
GQG Partners LLC History Added to 3,158,122 435,413 0.72% 0.45% 9 +895,255 39.56% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 2,808,091 387,151 0.01% 0.01% 10 +277,885 10.98% Q4 2025 Feb 12, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,745,444 378,514 0.05% 0.05% 11 -204,203 -6.92% Q4 2025 Mar 25, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,361,665 325,602 0.04% 0.03% 12 +556,101 30.8% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 2,351,181 324,157 0.04% 0.04% 13 -20,208 -0.85% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History Added to 2,234,418 308,058 0.14% 0.12% 14 +165,692 8.01% Q4 2025 Feb 17, 2026
Cullen Capital Management, LLC History Added to 2,080,796 286,879 3.13% 2.9% 15 +10,419 0.5% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,845,605 254,464 0.08% 0.07% 16 +197,431 11.98% Q4 2025 Feb 18, 2026
WELLS FARGO & COMPANY/MN History Added to 1,842,043 253,962 0.05% 0.04% 17 +12,199 0.67% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,809,158 249,428 0.13% 0.14% 18 -279,382 -13.38% Q4 2025 Feb 02, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,782,198 245,711 0.07% 0.07% 19 -37,062 -2.04% Q4 2025 Feb 10, 2026
FMR LLC History Added to 1,662,296 229,180 0.01% 0.01% 20 +62,559 3.91% Q4 2025 Feb 17, 2026
Optiver Holding B.V. History Added to 1,560,790 215,186 0.08% 0.05% 21 +616,502 65.29% Q4 2025 Feb 17, 2026
STATE STREET CORP History Reduced 1,450,061 202,115 0.01% 0.01% 22 -50,313 -3.35% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,361,274 187,678 0.03% 0.03% 23 -240,859 -15.03% Q4 2025 Jan 29, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,343,033 185,163 0.29% 0.32% 24 -534,798 -28.48% Q4 2025 Feb 12, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,061,372 146,331 0.4% 0.4% 25 -74,878 -6.59% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Reduced 984,599 135,746 0.05% 0.05% 26 -60,592 -5.8% Q4 2025 Feb 12, 2026
SCHARF INVESTMENTS, LLC History Reduced 962,900 132,756 3.57% 3.9% 27 -248,048 -20.48% Q4 2025 Jan 15, 2026
VAN ECK ASSOCIATES CORP History Added to 960,657 132,446 0.11% 0.05% 28 +515,999 116.04% Q4 2025 Feb 13, 2026
LMR Partners LLP History Added to 952,500 131,321 0.25% 0.11% 29 +755,400 383.26% Q4 2025 Feb 17, 2026
EARNEST PARTNERS LLC History Added to 921,396 127,032 0.54% 0.47% 30 +81,370 9.69% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 887,296 122,331 0.16% 0.14% 31 +54,682 6.57% Q4 2025 Feb 02, 2026
NATIXIS ADVISORS, LLC History Reduced 838,382 115,588 0.16% 0.17% 32 -61,636 -6.85% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 787,977 108,638 0.06% — 33 +787,977 New Q4 2025 Feb 13, 2026
MARSHALL WACE, LLP History Reduced 693,356 95,592 0.09% 0.15% 34 -476,501 -40.73% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 651,144 89,773 0.24% 0.02% 35 +609,022 1445.85% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Added to 632,600 87,216 0.01% 0.01% 36 +43,000 7.29% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 618,268 85,240 0.04% 0.04% 37 +57,204 10.2% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 607,748 83,790 0.02% 0.02% 38 +56,213 10.19% Q4 2025 Feb 11, 2026
HARDING LOEVNER LP History Reduced 603,387 83,207 0.73% 0.59% 39 -26,571 -4.22% Q4 2025 Feb 17, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Reduced 601,912 82,985 3.95% 3.67% 40 -4,868 -0.8% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Added to 592,652 81,709 0.01% 0.0% 41 +55,109 10.25% Q4 2025 Feb 11, 2026
ROYAL BANK OF CANADA History New 577,922 79,676 0.01% — 42 +577,922 New Q4 2025 Feb 17, 2026
BRISTOL JOHN W & CO INC /NY/ History Reduced 569,718 78,547 1.21% 1.18% 43 -12,005 -2.06% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 569,722 78,546 0.02% 0.02% 44 -14,931 -2.55% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 565,012 77,898 0.08% 0.07% 45 +44,921 8.64% Q4 2025 Feb 13, 2026
CIBC WORLD MARKET INC. History Added to 528,563 72,872 0.12% 0.04% 46 +374,016 242.01% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Added to 517,027 71,282 0.12% 0.11% 47 +21,236 4.28% Q4 2025 Feb 12, 2026
NewEdge Wealth, LLC History Added to 505,339 69,671 0.79% 0.88% 48 +18,875 3.88% Q4 2025 Feb 03, 2026
Harvest Portfolios Group Inc. History Added to 492,014 67,833 1.18% 1.15% 49 +6,684 1.38% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Added to 482,703 66,575 0.09% 0.09% 50 +24,163 5.27% Q4 2025 Mar 09, 2026
Clark Capital Management Group, Inc. History Reduced 445,689 61,447 0.38% 0.56% 51 -255,169 -36.41% Q4 2025 Feb 17, 2026
Creative Planning History Added to 438,963 60,519 0.04% 0.04% 52 +15,145 3.57% Q4 2025 Feb 17, 2026
TODD ASSET MANAGEMENT LLC History Reduced 434,246 59,870 1.17% 1.14% 53 -5,633 -1.28% Q4 2025 Feb 09, 2026
ASSETMARK, INC History Added to 406,231 56,007 0.11% 0.1% 54 +48,080 13.42% Q4 2025 Jan 23, 2026
TCTC Holdings, LLC History Added to 394,089 54,333 1.62% 1.49% 55 +2,653 0.68% Q4 2025 Feb 12, 2026
FIRST TRUST ADVISORS LP History Reduced 371,761 51,254 0.04% 0.04% 56 -83,242 -18.29% Q4 2025 Feb 13, 2026
LORD, ABBETT & CO. LLC History New 366,160 50,482 0.15% — 57 +366,160 New Q4 2025 Feb 13, 2026
Defilade Capital Management, L.P. History New 362,816 50,021 6.78% — 58 +362,816 New Q4 2025 Feb 13, 2026
Walleye Capital LLC History Added to 362,401 49,964 0.15% 0.12% 59 +111,246 44.29% Q4 2025 Feb 13, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 342,536 47,225 0.13% 0.16% 60 -56,622 -14.19% Q4 2025 Jan 26, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 323,100 44,545 0.12% 0.05% 61 +181,300 127.86% Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History Added to 319,855 44,098 0.1% 0.1% 62 +6,573 2.1% Q4 2025 Feb 11, 2026
Bank of New York Mellon Corp History Added to 318,126 43,859 0.01% 0.01% 63 +5,758 1.84% Q4 2025 Feb 10, 2026
SATURNA CAPITAL CORP History Reduced 312,662 43,106 0.57% 0.52% 64 -2,639 -0.84% Q4 2025 Feb 11, 2026
Quantinno Capital Management LP History Added to 301,191 41,525 0.08% 0.09% 65 +48,545 19.21% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 300,078 41,371 0.23% 0.22% 66 +14,273 4.99% Q4 2025 Feb 11, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 299,175 41,247 0.11% 0.12% 67 -31,857 -9.62% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Reduced 294,770 40,640 0.06% 0.07% 68 -37,912 -11.4% Q4 2025 Feb 11, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 290,480 40,048 0.01% 0.01% 69 +29,653 11.37% Q4 2025 Feb 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 274,950 37,908 0.28% 0.27% 70 0 0.0% Q4 2025 Jan 29, 2026
STIFEL FINANCIAL CORP History Added to 272,382 37,554 0.03% 0.03% 71 +15,630 6.09% Q4 2025 Feb 13, 2026
COOKSON PEIRCE & CO INC History Reduced 268,943 37,079 1.54% 1.43% 72 -3,226 -1.19% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Added to 267,269 36,848 0.04% 0.04% 73 +13,012 5.12% Q4 2025 Jan 30, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 262,797 36,233 0.28% 0.25% 74 +14,922 6.02% Q4 2025 Feb 11, 2026
OLD MISSION CAPITAL LLC History New 254,991 35,155 0.8% — 75 +254,991 New Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 251,375 34,657 0.04% 0.04% 76 -1,828 -0.72% Q4 2025 Feb 06, 2026
Integral Health Asset Management, LLC History Added to 250,000 34,467 1.71% 1.74% 77 +50,000 25.0% Q4 2025 Feb 17, 2026
Midwest Trust Co History Reduced 249,741 34,431 0.43% 0.42% 78 -2,611 -1.03% Q4 2025 Feb 04, 2026
MML INVESTORS SERVICES, LLC History Added to 242,771 33,470 0.08% 0.07% 79 +25,802 11.89% Q4 2025 Feb 13, 2026
Mariner, LLC History Added to 236,476 32,609 0.04% 0.04% 80 +1,586 0.68% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Reduced 234,300 32,302 0.05% 0.05% 81 -15,681 -6.27% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Reduced 228,400 31,489 0.05% 0.07% 82 -87,906 -27.79% Q4 2025 Feb 12, 2026
Tidal Investments LLC History Reduced 226,256 31,193 0.07% 0.08% 83 -75,180 -24.94% Q4 2025 Feb 13, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 224,783 30,990 0.62% 0.59% 84 +2,546 1.15% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 220,181 30,356 0.37% 0.31% 85 -2,711 -1.22% Q4 2025 Feb 02, 2026
D.A. DAVIDSON & CO. History Reduced 219,714 30,292 0.19% 0.18% 86 -4,833 -2.15% Q4 2025 Jan 29, 2026
Martin Investment Management, LLC History Reduced 211,504 29,160 8.16% 7.1% 87 -6,239 -2.87% Q4 2025 Feb 10, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 210,204 28,980 0.02% 0.02% 88 -2,580 -1.21% Q4 2025 Feb 06, 2026
Focus Partners Wealth History Added to 208,560 28,749 0.03% 0.01% 89 +152,616 272.8% Q4 2025 Feb 13, 2026
Promethos Capital, LLC History Added to 224,804 28,554 7.78% 7.12% 90 +17,624 8.51% Q4 2025 Feb 13, 2026
SIMPLEX TRADING, LLC History Reduced 202,921 27,962 0.02% 0.01% 91 -9,390 -4.42% Q4 2025 Feb 11, 2026
MANAGED ASSET PORTFOLIOS, LLC History Reduced 198,636 27,385 3.31% 3.15% 92 -66 -0.03% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 196,282 27,061 0.02% 0.02% 93 +10,709 5.77% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 196,000 27,022 0.0% 0.0% 94 +51,598 35.73% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 186,406 26,603 0.04% 0.04% 95 +6,218 3.45% Q4 2025 Jan 08, 2026
GODSEY & GIBB, INC History Reduced 191,084 26,344 2.37% 2.19% 96 -2,178 -1.13% Q4 2025 Jan 27, 2026
BROWN ADVISORY INC History Reduced 188,406 25,975 0.04% 0.03% 97 -547 -0.29% Q4 2025 Feb 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 186,600 25,726 0.01% 0.01% 98 +50,641 37.25% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 185,366 25,556 0.03% 0.02% 99 +79,068 74.38% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 178,949 24,671 0.03% 0.03% 100 -878 -0.49% Q4 2025 Feb 17, 2026
ABC ARBITRAGE SA History New 176,749 24,368 2.28% — 101 +176,749 New Q4 2025 Feb 04, 2026
Invesco Ltd. History Reduced 175,677 24,220 0.0% 0.0% 102 -3,362 -1.88% Q4 2025 Feb 19, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 156,158 24,078 0.04% 0.03% 103 +19,787 14.51% Q4 2025 Feb 18, 2026
Foresight Global Investors, Inc. History Added to 172,083 23,725 11.17% 13.07% 104 +400 0.23% Q4 2025 Mar 19, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 168,386 23,215 0.03% 0.03% 105 -10,136 -5.68% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 166,724 22,992 0.03% 0.04% 106 -65,183 -28.11% Q4 2025 Feb 17, 2026
Capital Wealth Planning, LLC History Added to 163,545 22,657 0.15% 0.11% 107 +44,640 37.54% Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 161,252 22,231 0.04% 0.04% 108 +7,103 4.61% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Added to 157,661 21,736 0.07% 0.07% 109 +18,802 13.54% Q4 2025 Feb 12, 2026
OAK ASSOCIATES LTD /OH/ History Added to 156,995 21,644 1.3% 1.22% 110 +1,136 0.73% Q4 2025 Feb 12, 2026
GRANDFIELD & DODD, LLC History Reduced 155,348 21,417 1.21% 1.18% 111 -7,470 -4.59% Q4 2025 Feb 10, 2026
M&T BANK CORP History Added to 153,584 21,175 0.07% 0.07% 112 +1,122 0.74% Q4 2025 Jan 30, 2026
Douglas Lane & Associates, LLC History Reduced 151,029 20,822 0.29% 0.28% 113 -5,419 -3.46% Q4 2025 Jan 22, 2026
Parkwood LLC History Added to 147,260 20,303 1.57% 1.55% 114 +14,294 10.75% Q4 2025 Feb 17, 2026
ProVise Management Group, LLC History Added to 144,479 19,919 1.42% 1.33% 115 +4,105 2.92% Q4 2025 Jan 29, 2026
First Fiduciary Investment Counsel, Inc. History Reduced 135,448 18,674 3.62% 3.41% 116 -1,022 -0.75% Q4 2025 Jan 30, 2026
Coleford Investment Management Ltd. History Reduced 133,675 18,429 4.48% 4.19% 117 -2,375 -1.75% Q4 2025 Feb 11, 2026
&PARTNERS History Added to 133,267 18,374 0.1% 0.1% 118 +16,550 14.18% Q4 2025 Feb 17, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 133,113 18,352 0.2% 0.2% 119 +7,579 6.04% Q4 2025 Feb 02, 2026
INGALLS & SNYDER LLC History Added to 132,826 18,313 0.67% 0.55% 120 +969 0.73% Q4 2025 Feb 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 130,399 17,978 0.18% 0.17% 121 -2,137 -1.61% Q4 2025 Feb 13, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 129,063 17,793 0.86% 0.86% 122 -4,405 -3.3% Q4 2025 Feb 10, 2026
IMC-Chicago, LLC History Added to 126,600 17,454 0.01% 0.0% 123 +29,100 29.85% Q4 2025 Jan 29, 2026
Fiera Capital Corp History Added to 124,367 17,146 0.05% 0.04% 124 +30,433 32.4% Q4 2025 Feb 11, 2026
Qube Research & Technologies Ltd History Reduced 121,027 16,685 0.02% 0.03% 125 -71,640 -37.18% Q4 2025 Feb 17, 2026
Neuberger Berman Group LLC History Reduced 120,026 16,547 0.01% 0.01% 126 -1,713 -1.41% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 118,791 16,377 0.06% — 127 +118,791 New Q4 2025 Feb 13, 2026
WILKINS INVESTMENT COUNSEL INC History Reduced 116,412 16,049 2.34% 2.43% 128 -17,565 -13.11% Q4 2025 Feb 02, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 114,835 15,832 0.23% 0.22% 129 -1,067 -0.92% Q4 2025 Feb 12, 2026
Hudson Bay Capital Management LP History New 114,346 15,764 0.05% — 130 +114,346 New Q4 2025 Feb 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Added to 113,737 15,680 0.01% 0.0% 131 +14,352 14.44% Q4 2025 Jan 22, 2026
Boston Common Asset Management, LLC History Reduced 113,266 15,615 0.79% 0.45% 132 -10,970 -8.83% Q4 2025 Jan 15, 2026
Edgemoor Investment Advisors, Inc. History Reduced 108,330 14,935 1.16% 1.08% 133 -710 -0.65% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 108,205 14,918 0.03% 0.03% 134 +5,526 5.38% Q4 2025 Mar 16, 2026
Cresset Asset Management, LLC History Reduced 106,832 14,728 0.06% 0.06% 135 -1,540 -1.42% Q4 2025 Feb 17, 2026
Allspring Global Investments Holdings, LLC History Added to 106,040 14,690 0.02% 0.02% 136 +339 0.32% Q4 2025 Jan 15, 2026
Callan Family Office, LLC History Added to 104,847 14,455 0.31% 0.36% 137 +16,872 19.18% Q4 2025 Feb 12, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 100,188 13,812 0.02% 0.04% 138 -110,000 -52.33% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 99,834 13,764 0.25% 0.25% 139 -1,672 -1.65% Q4 2025 Jan 23, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 97,812 13,485 1.15% 0.9% 140 +49,297 101.61% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 97,521 13,445 0.04% 0.0% 141 +87,821 905.37% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 97,259 13,409 0.01% 0.01% 142 +24,655 33.96% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 95,800 13,207 0.01% 0.0% 143 +91,094 1935.7% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 95,498 13,166 0.42% 0.4% 144 -426 -0.44% Q4 2025 Jan 30, 2026
Vestmark Advisory Solutions, Inc. History Added to 94,282 12,998 0.18% 0.02% 145 +84,944 909.66% Q4 2025 Feb 06, 2026
Ethic Inc. History Added to 93,865 12,941 0.2% 0.19% 146 +3,010 3.31% Q4 2025 Feb 03, 2026
American Assets Investment Management, LLC History No change 93,610 12,906 0.89% 0.88% 147 0 0.0% Q4 2025 Feb 03, 2026
Allworth Financial LP History New 93,025 12,825 0.05% — 148 +93,025 New Q4 2025 Feb 05, 2026
Squarepoint Ops LLC History Reduced 91,757 12,650 0.01% 0.02% 149 -34,484 -27.32% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 91,562 12,623 0.07% 0.05% 150 +14,598 18.97% Q4 2025 Jan 29, 2026
Aquatic Capital Management LLC History Added to 90,973 12,542 0.36% 0.06% 151 +65,074 251.26% Q4 2025 Feb 17, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Reduced 87,683 12,088 0.51% 0.51% 152 -994 -1.12% Q4 2025 Feb 17, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 85,852 11,909 0.15% 0.14% 153 -2,626 -2.97% Q4 2025 Feb 03, 2026
BAHL & GAYNOR INC History Reduced 86,162 11,879 0.06% 0.06% 154 -1,269 -1.45% Q4 2025 Feb 12, 2026
Matthew Goff Investment Advisor, LLC History Reduced 85,855 11,836 2.1% 1.93% 155 -2,422 -2.74% Q4 2025 Jan 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 85,041 11,724 0.07% 0.07% 156 +4,081 5.04% Q4 2025 Feb 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 84,499 11,649 0.15% 0.14% 157 -208 -0.25% Q4 2025 Jan 22, 2026
CWM, LLC History Reduced 83,074 11,453 0.03% 0.03% 158 -6,402 -7.15% Q4 2025 Jan 26, 2026
INVESTMENT HOUSE LLC History Reduced 81,848 11,284 0.54% 0.5% 159 -169 -0.21% Q4 2025 Feb 06, 2026
Eldred Rock Partners, LLC History Reduced 81,549 11,243 2.92% 2.9% 160 -9,204 -10.14% Q4 2025 Jan 16, 2026
BLAIR WILLIAM & CO/IL History Added to 81,278 11,205 0.03% 0.02% 161 +15,552 23.66% Q4 2025 Feb 17, 2026
ZEVIN ASSET MANAGEMENT LLC History Reduced 80,982 11,164 1.5% 1.63% 162 -6,225 -7.14% Q4 2025 Feb 12, 2026
Reynders McVeigh Capital Management, LLC History Reduced 77,954 10,747 0.5% 0.49% 163 -3,917 -4.78% Q4 2025 Feb 02, 2026
Cohen Capital Management, Inc. History No change 76,613 10,562 1.59% 1.53% 164 0 0.0% Q4 2025 Jan 20, 2026
Live Oak Private Wealth LLC History Reduced 76,592 10,559 1.44% 1.38% 165 -488 -0.63% Q4 2025 Jan 23, 2026
NewEdge Advisors, LLC History Added to 75,540 10,414 0.04% 0.04% 166 +2,901 3.99% Q4 2025 Feb 18, 2026
GABELLI FUNDS LLC History New 75,500 10,409 0.07% — 167 +75,500 New Q4 2025 Feb 05, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 75,357 10,389 0.0% 0.01% 168 -108,887 -59.1% Q4 2025 Feb 10, 2026
Altrius Capital Management Inc History Added to 74,923 10,329 2.19% 2.18% 169 +494 0.66% Q4 2025 Feb 02, 2026
Tweedy, Browne Co LLC History Reduced 74,905 10,327 0.83% 0.85% 170 -1,149 -1.51% Q4 2025 Feb 03, 2026
Franklin, Parlapiano, Turner & Welch, LLC History Reduced 70,511 10,177 2.53% 2.4% 171 -3,468 -4.69% Q4 2025 Jan 22, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 73,549 10,140 0.34% 0.32% 172 -2,053 -2.72% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 71,334 9,834 0.0% 0.01% 173 -159,953 -69.16% Q4 2025 Feb 13, 2026
TOWER BRIDGE ADVISORS History Reduced 70,901 9,775 0.99% 0.94% 174 -2,437 -3.32% Q4 2025 Feb 13, 2026
CAMDEN NATIONAL BANK History Added to 70,869 9,770 1.34% 1.27% 175 +247 0.35% Q4 2025 Feb 10, 2026
Mengis Capital Management, Inc. History Added to 70,748 9,754 1.72% 1.61% 176 +6,750 10.55% Q4 2025 Mar 05, 2026
DV EQUITIES, LLC History New 69,935 9,641 1.73% — 177 +69,935 New Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History New 69,112 9,528 0.2% — 178 +69,112 New Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 68,385 9,428 0.01% 0.01% 179 -1,107 -1.59% Q4 2025 Feb 13, 2026
Beacon Pointe Advisors, LLC History Added to 66,582 9,179 0.06% 0.07% 180 +2,801 4.39% Q4 2025 Feb 18, 2026
Curi Capital, LLC History Added to 66,313 9,142 0.16% 0.1% 181 +23,465 54.76% Q4 2025 Feb 17, 2026
Brooklyn Investment Group History Added to 64,948 9,040 0.42% 0.35% 182 +43,420 201.69% Q4 2025 Feb 12, 2026
Belvedere Trading LLC History Added to 63,416 9,015 0.01% 0.0% 183 +34,453 118.96% Q4 2025 Feb 10, 2026
Geneos Wealth Management Inc. History Added to 64,841 8,939 0.22% 0.21% 184 +81 0.13% Q4 2025 Jan 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 63,109 8,700 0.01% 0.01% 185 -1,389 -2.15% Q4 2025 Feb 10, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 61,418 8,467 0.01% — 186 +61,418 New Q4 2025 Feb 13, 2026
WELCH & FORBES LLC History Reduced 61,088 8,422 0.1% 0.09% 187 -58 -0.09% Q4 2025 Feb 10, 2026
Empowered Funds, LLC History Reduced 60,525 8,344 0.14% 0.09% 188 -6,852 -10.17% Q4 2025 Feb 18, 2026
QUADRANT CAPITAL GROUP LLC History Added to 59,860 8,252 0.25% 0.25% 189 +166 0.28% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 59,339 8,181 0.01% 0.0% 190 +52,139 724.15% Q4 2025 Feb 13, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 58,363 8,046 0.34% 0.28% 191 +6,058 11.58% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 58,266 8,033 0.09% 0.09% 192 -199 -0.34% Q4 2025 Feb 05, 2026
FEDERATED HERMES, INC. History Added to 57,389 7,912 0.01% 0.01% 193 +5,967 11.6% Q4 2025 Feb 12, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 57,300 7,899 0.26% 0.4% 194 -27,900 -32.75% Q4 2025 Feb 05, 2026
PINNACLE ASSOCIATES LTD History Reduced 57,205 7,886 0.1% 0.1% 195 -610 -1.06% Q4 2025 Feb 05, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 56,470 7,786 0.11% 0.08% 196 +15,490 37.8% Q4 2025 Feb 09, 2026
FIDUCIARY TRUST CO History Reduced 55,618 7,668 0.09% 0.08% 197 -2,215 -3.83% Q4 2025 Feb 13, 2026
Advisors Capital Management, LLC History Added to 55,017 7,585 0.09% 0.08% 198 +2,284 4.33% Q4 2025 Jan 29, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 54,472 7,510 0.02% 0.02% 199 -1,629 -2.9% Q4 2025 Feb 05, 2026
GLENMEDE TRUST CO NA History New 54,386 7,498 0.04% — 200 +54,386 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Added to 54,268 7,481 0.02% 0.01% 201 +16,400 43.31% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History Added to 54,261 7,480 0.04% 0.04% 202 +1,787 3.41% Q4 2025 Feb 12, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 53,979 7,442 0.0% 0.01% 203 -193,393 -78.18% Q4 2025 Feb 17, 2026
Narwhal Capital Management History Added to 53,812 7,419 0.54% 0.49% 204 +1,887 3.63% Q4 2025 Jan 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 53,013 7,308 0.03% 0.02% 205 +2,488 4.92% Q4 2025 Jan 30, 2026
DEUTSCHE BANK AG\ History Reduced 52,770 7,275 0.0% 0.0% 206 -198 -0.37% Q4 2025 Feb 11, 2026
FIRST NATIONAL BANK OF OMAHA History New 51,531 7,148 0.21% — 207 +51,531 New Q4 2025 Feb 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 51,032 7,035 0.0% 0.01% 208 -24,432 -32.38% Q4 2025 Feb 13, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 50,762 6,998 0.04% 0.04% 209 +1,822 3.72% Q4 2025 Feb 12, 2026
Glassy Mountain Advisors, Inc. History Reduced 50,437 6,953 2.1% 1.95% 210 -63 -0.12% Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 50,214 6,923 0.11% 0.12% 211 +5,719 12.85% Q4 2025 Mar 12, 2026
Triasima Portfolio Management inc. History Added to 50,175 6,917 1.04% 0.34% 212 +32,620 185.82% Q4 2025 Feb 02, 2026
Cardinal Capital Management History Added to 49,665 6,847 0.91% 0.88% 213 +104 0.21% Q4 2025 Jan 30, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Reduced 49,632 6,842 2.16% 2.1% 214 -164 -0.33% Q4 2025 Feb 12, 2026
PITTENGER & ANDERSON INC History No change 49,020 6,758 0.26% 0.23% 215 0 0.0% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History Reduced 48,943 6,747 0.12% 0.16% 216 -3,190 -6.12% Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Reduced 48,579 6,698 0.06% 0.05% 217 -4,313 -8.15% Q4 2025 Jan 05, 2026
Financial Gravity Asset Management, Inc. History Added to 48,437 6,678 1.29% 1.15% 218 +2,956 6.5% Q4 2025 Feb 13, 2026
Catalyst Capital Advisors LLC History Reduced 47,642 6,568 0.13% 0.13% 219 -2,250 -4.51% Q4 2025 Feb 10, 2026
SCOTIA CAPITAL INC. History Added to 47,469 6,543 0.03% 0.03% 220 +416 0.88% Q4 2025 Feb 12, 2026
Boston Partners History Reduced 47,304 6,530 0.01% 0.01% 221 -7,239 -13.27% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Reduced 47,356 6,528 0.03% 0.04% 222 -22,034 -31.75% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 47,245 6,513 0.15% 0.09% 223 +19,155 68.19% Q4 2025 Jan 27, 2026
Archford Capital Strategies, LLC History Added to 46,672 6,434 0.75% 0.4% 224 +20,319 77.1% Q4 2025 Jan 15, 2026
SIGNATUREFD, LLC History Added to 46,629 6,428 0.1% 0.09% 225 +522 1.13% Q4 2025 Jan 20, 2026
Rathbones Group PLC History Reduced 46,006 6,342 0.03% 0.02% 226 -243 -0.53% Q4 2025 Feb 06, 2026
FIRST MANHATTAN CO. LLC. History Added to 45,906 6,329 0.02% 0.02% 227 +983 2.19% Q4 2025 Feb 17, 2026
TRUST CO OF VERMONT History Added to 45,745 6,306 0.26% 0.26% 228 +6 0.01% Q4 2025 Jan 16, 2026
PEAK6 LLC History Added to 45,536 6,278 0.01% 0.01% 229 +994 2.23% Q4 2025 Mar 12, 2026
Quadrature Capital Ltd History New 45,069 6,213 0.06% — 230 +45,069 New Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 44,411 6,121 0.01% 0.01% 231 +5,042 12.81% Q4 2025 Feb 17, 2026
Monte Financial Group, LLC History Reduced 44,023 6,069 2.26% 2.2% 232 -2,560 -5.5% Q4 2025 Jan 22, 2026
Henry James International Management Inc. History Reduced 43,596 6,010 1.89% 1.71% 233 -3 -0.01% Q4 2025 Feb 17, 2026
Perennial Advisors, LLC History Added to 42,344 5,837 0.98% 0.93% 234 +407 0.97% Q4 2025 Jan 12, 2026
Orion Porfolio Solutions, LLC History Reduced 42,323 5,835 0.04% 0.04% 235 -467 -1.09% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 43,739 5,746 0.02% 0.02% 236 +643 1.49% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Reduced 41,635 5,740 0.03% 0.03% 237 -160 -0.38% Q4 2025 Feb 03, 2026
Private Advisor Group, LLC History Reduced 41,078 5,663 0.03% 0.03% 238 -322 -0.78% Q4 2025 Feb 17, 2026
HAMEL ASSOCIATES, INC. History No change 40,585 5,595 1.69% 1.6% 239 0 0.0% Q4 2025 Feb 11, 2026
Point72 Asset Management, L.P. History Added to 40,500 5,583 0.01% 0.01% 240 +8,100 25.0% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History Added to 40,412 5,572 0.01% 0.0% 241 +24,436 152.95% Q4 2025 Feb 05, 2026
Argent Trust Co History Added to 40,333 5,560 0.19% 0.18% 242 +291 0.73% Q4 2025 Feb 10, 2026
First Pacific Financial History Added to 40,072 5,524 0.72% 0.61% 243 +5,759 16.78% Q4 2025 Jan 16, 2026
Euro Pacific Asset Management, LLC History Reduced 42,231 5,492 0.61% 1.38% 244 -49,536 -53.98% Q4 2025 Jan 21, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 39,815 5,489 0.52% 0.5% 245 -445 -1.11% Q4 2025 Feb 17, 2026
Spire Wealth Management History Added to 38,983 5,374 0.18% 0.01% 246 +37,518 2560.96% Q4 2025 Jan 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 38,951 5,370 0.1% 0.12% 247 -8,319 -17.6% Q4 2025 Feb 12, 2026
MAI Capital Management History Added to 38,185 5,264 0.03% 0.02% 248 +8,397 28.19% Q4 2025 Feb 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 37,858 5,219 0.14% 0.14% 249 -567 -1.48% Q4 2025 Feb 03, 2026
Caprock Group, LLC History Added to 37,747 5,204 0.11% 0.11% 250 +3,251 9.42% Q4 2025 Jan 28, 2026
WCG Wealth Advisors LLC History Added to 37,705 5,198 0.15% 0.13% 251 +21,202 128.47% Q4 2025 Feb 10, 2026
Naviter Wealth, LLC History Reduced 37,658 5,191 0.68% 0.65% 252 -5,873 -13.49% Q4 2025 Jan 21, 2026
DAVENPORT & Co LLC History Reduced 37,364 5,151 0.03% 0.03% 253 -4,672 -11.11% Q4 2025 Jan 12, 2026
Vident Advisory, LLC History Reduced 37,022 5,104 0.05% 0.05% 254 -452 -1.21% Q4 2025 Feb 18, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 37,000 5,101 0.99% 1.0% 255 0 0.0% Q4 2025 Feb 17, 2026
TWO SIGMA INVESTMENTS, LP History Added to 36,928 5,091 0.01% 0.01% 256 +5,200 16.39% Q4 2025 Feb 17, 2026
Vise Technologies, Inc. History Added to 36,277 5,001 0.1% 0.09% 257 +16,913 87.34% Q4 2025 Feb 11, 2026
RHUMBLINE ADVISERS History Reduced 36,140 4,982 0.0% 0.0% 258 -1,024 -2.76% Q4 2025 Feb 13, 2026
China Universal Asset Management Co., Ltd. History Added to 36,000 4,963 0.38% 0.21% 259 +16,000 80.0% Q4 2025 Jan 29, 2026
FACTORY MUTUAL INSURANCE CO History No change 35,796 4,935 0.05% 0.04% 260 0 0.0% Q4 2025 Jan 23, 2026
Crossmark Global Holdings, Inc. History Reduced 35,483 4,892 0.07% 0.07% 261 -1,587 -4.28% Q4 2025 Feb 03, 2026
Quartz Partners, LLC History Added to 35,382 4,878 1.82% 1.5% 262 +2,970 9.16% Q4 2025 Feb 13, 2026
DEARBORN PARTNERS LLC History Added to 35,225 4,856 0.24% 0.21% 263 +65 0.18% Q4 2025 Feb 11, 2026
Greenfield Seitz Capital Management, LLC History Reduced 34,875 4,808 1.58% 1.47% 264 -578 -1.63% Q4 2025 Feb 12, 2026
Arkadios Wealth Advisors History Added to 34,843 4,803 0.09% 0.1% 265 +3,189 10.07% Q4 2025 Feb 13, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 34,593 4,769 0.47% 0.43% 266 +300 0.87% Q4 2025 Jan 21, 2026
Timber Creek Capital Management LLC History Reduced 34,545 4,762 1.11% 1.07% 267 -82 -0.24% Q4 2025 Jan 23, 2026
Farther Finance Advisors, LLC History Added to 34,378 4,739 0.05% 0.04% 268 +16,069 87.77% Q4 2025 Jan 23, 2026
PRINCIPAL SECURITIES, INC. History Reduced 34,368 4,738 0.07% 0.08% 269 -1,403 -3.92% Q4 2025 Feb 12, 2026
CULLEN INVESTMENT GROUP, LTD. History Added to 32,897 4,656 0.6% 0.08% 270 +28,338 621.58% Q4 2025 Jan 12, 2026
Auto-Owners Insurance Co History No change 33,570 4,628 0.1% 0.11% 271 0 0.0% Q4 2025 Mar 09, 2026
CHOREO, LLC History Reduced 33,223 4,608 0.06% 0.06% 272 -1,348 -3.9% Q4 2025 Jan 23, 2026
Cornerstone Wealth Group, LLC History Added to 33,253 4,584 0.31% 0.28% 273 +457 1.39% Q4 2025 Jan 26, 2026
WealthTrust Axiom LLC History Reduced 32,885 4,533 1.17% 1.14% 274 -274 -0.83% Q4 2025 Feb 13, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 32,723 4,511 0.14% 0.14% 275 -337 -1.02% Q4 2025 Jan 12, 2026
Merit Financial Group, LLC History Added to 32,499 4,480 0.04% 0.04% 276 +1,354 4.35% Q4 2025 Jan 26, 2026
Chesley Taft & Associates LLC History Added to 32,480 4,478 0.18% 0.17% 277 +1,650 5.35% Q4 2025 Jan 14, 2026
TD ASSET MANAGEMENT INC History Added to 32,435 4,471 0.0% 0.0% 278 +7,620 30.71% Q4 2025 Feb 10, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 32,288 4,451 0.28% 0.28% 279 -1,562 -4.61% Q4 2025 Jan 07, 2026
MGO ONE SEVEN LLC History Added to 32,254 4,446 0.09% 0.08% 280 +5,939 22.57% Q4 2025 Feb 03, 2026
Providence Capital Advisors, LLC History Added to 32,082 4,423 0.74% 0.69% 281 +1,108 3.58% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 31,893 4,397 0.06% 0.06% 282 +41 0.13% Q4 2025 Feb 17, 2026
GREAT LAKES ADVISORS, LLC History Added to 31,160 4,296 0.04% 0.03% 283 +627 2.05% Q4 2025 Feb 12, 2026
Choate Investment Advisors History Added to 31,147 4,294 0.08% 0.06% 284 +8,909 40.06% Q4 2025 Feb 09, 2026
FIFTH THIRD BANCORP History Reduced 30,989 4,272 0.01% 0.01% 285 -1,570 -4.82% Q4 2025 Feb 02, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 30,898 4,259 0.17% 0.16% 286 -72 -0.23% Q4 2025 Feb 04, 2026
Pekin Hardy Strauss, Inc. History Reduced 30,711 4,234 0.39% 0.42% 287 -1,855 -5.7% Q4 2025 Jan 30, 2026
Csenge Advisory Group History Added to 30,264 4,172 0.19% 0.18% 288 +1,018 3.48% Q4 2025 Feb 06, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 30,164 4,158 0.02% 0.02% 289 -15,426 -33.84% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 29,824 4,111 0.01% 33.76% 290 -26,876 -47.4% Q4 2025 Feb 17, 2026
Global Retirement Partners, LLC History Added to 29,730 4,098 0.07% 0.03% 291 +18,032 154.15% Q4 2025 Feb 06, 2026
Moors & Cabot, Inc. History Added to 29,612 4,082 0.17% 0.16% 292 +320 1.09% Q4 2025 Feb 10, 2026
Northside Capital Management, LLC History No change 29,543 4,073 0.35% 0.35% 293 0 0.0% Q4 2025 Jan 07, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 29,337 4,044 0.02% 0.02% 294 -191 -0.65% Q4 2025 Jan 13, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 29,320 4,042 0.21% 0.13% 295 +10,279 53.98% Q4 2025 Jan 15, 2026
PRENTISS SMITH & CO INC History Reduced 29,154 4,019 2.4% 2.12% 296 -110 -0.38% Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Added to 29,138 4,017 0.1% 0.0% 297 +27,853 2167.55% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 29,022 4,000 0.02% 0.02% 298 +706 2.49% Q4 2025 Jan 27, 2026
Oxbow Advisors, LLC History Reduced 28,508 3,930 0.35% 0.34% 299 -332 -1.15% Q4 2025 Feb 04, 2026
Haverford Trust Co History Reduced 28,382 3,913 0.03% 0.03% 300 -492 -1.7% Q4 2025 Feb 13, 2026
Penobscot Investment Management Company, Inc. History Reduced 28,316 3,903 0.29% 0.28% 301 -1 -0.0% Q4 2025 Jan 27, 2026
FAYEZ SAROFIM & CO History Added to 28,252 3,895 0.01% 0.01% 302 +300 1.07% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Reduced 28,243 3,893 0.07% 0.07% 303 -870 -2.99% Q4 2025 Feb 04, 2026
NBT BANK N A /NY History Reduced 28,183 3,874 0.25% 0.24% 304 -506 -1.76% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 27,909 3,847 0.05% 0.04% 305 +6,593 30.93% Q4 2025 Jan 29, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 27,843 3,838 0.24% 0.24% 306 -366 -1.3% Q4 2025 Jan 21, 2026
EagleClaw Capital Managment, LLC History Reduced 27,682 3,816 0.55% 0.5% 307 -400 -1.42% Q4 2025 Feb 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 27,490 3,790 0.0% 0.0% 308 -5,795 -17.41% Q4 2025 Feb 12, 2026
CWA Asset Management Group, LLC History Added to 27,213 3,751 0.14% 0.05% 309 +16,409 151.88% Q4 2025 Jan 07, 2026
Compound Planning, Inc. History Added to 27,034 3,727 0.11% 0.1% 310 +3,695 15.83% Q4 2025 Feb 19, 2026
Ballentine Partners, LLC History Added to 26,981 3,719 0.05% 0.05% 311 +862 3.3% Q4 2025 Feb 03, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History Reduced 26,895 3,708 2.33% 2.08% 312 -110 -0.41% Q4 2025 Feb 12, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 26,836 3,699 0.23% 0.22% 313 -52 -0.19% Q4 2025 Feb 17, 2026
SIH Partners, LLLP History No change 26,579 3,664 0.07% 0.1% 314 0 0.0% Q4 2025 Feb 17, 2026
Telos Capital Management, Inc. History Reduced 26,293 3,624 0.34% 0.33% 315 -379 -1.42% Q4 2025 Jan 22, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 26,288 3,624 1.21% 1.18% 316 +120 0.46% Q4 2025 Jan 26, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 26,130 3,602 0.27% 0.26% 317 -170 -0.65% Q4 2025 Feb 04, 2026
CIBC Asset Management Inc History Added to 26,264 3,592 0.01% 0.01% 318 +275 1.06% Q4 2025 Feb 10, 2026
Prospera Financial Services Inc History Reduced 25,879 3,569 0.06% 0.06% 319 -67 -0.26% Q4 2025 Feb 09, 2026
ALBERT D MASON INC History Added to 25,587 3,527 2.32% 2.13% 320 +88 0.35% Q4 2025 Jan 13, 2026
Forum Financial Management, LP History Added to 25,365 3,497 0.05% 0.04% 321 +758 3.08% Q4 2025 Jan 27, 2026
Americana Partners, LLC History Reduced 24,964 3,441 0.09% 0.1% 322 -1,320 -5.02% Q4 2025 Feb 06, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Reduced 24,822 3,422 0.02% 0.02% 323 -3,005 -10.8% Q4 2025 Feb 06, 2026
Arjuna Capital History Reduced 24,705 3,406 0.83% 0.79% 324 -146 -0.59% Q4 2025 Feb 05, 2026
apricus wealth, LLC History Added to 24,673 3,401 1.74% 1.64% 325 +940 3.96% Q4 2025 Jan 15, 2026
Campbell & CO Investment Adviser LLC History New 24,619 3,394 0.16% — 326 +24,619 New Q4 2025 Feb 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 24,279 3,347 0.04% 0.04% 327 +62 0.26% Q4 2025 Feb 10, 2026
HALL LAURIE J TRUSTEE History Reduced 24,122 3,325 1.1% 1.06% 328 -1,210 -4.78% Q4 2025 Jan 20, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 24,077 3,319 1.31% — 329 +24,077 New Q4 2025 Jan 15, 2026
CAPITAL INSIGHT PARTNERS, LLC History Reduced 23,985 3,306 0.7% 0.6% 330 -4,363 -15.39% Q4 2025 Feb 17, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History Reduced 23,813 3,283 1.46% 1.36% 331 -427 -1.76% Q4 2025 Jan 20, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Added to 23,731 3,271 1.01% 0.75% 332 +5,119 27.5% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Reduced 23,694 3,266 0.19% 0.18% 333 -233 -0.97% Q4 2025 Feb 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 22,714 3,261 0.04% 0.04% 334 -3,095 -11.99% Q4 2025 Jan 21, 2026
SageView Advisory Group, LLC History Reduced 23,339 3,217 0.11% 0.11% 335 -1,124 -4.59% Q4 2025 Feb 17, 2026
AMG National Trust Bank History Added to 22,890 3,155 0.07% 0.07% 336 +134 0.59% Q4 2025 Jan 30, 2026
TEALWOOD ASSET MANAGEMENT INC History Added to 22,815 3,146 1.41% 1.18% 337 +10 0.04% Q4 2025 Jan 07, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 22,754 3,137 0.41% 0.39% 338 -464 -2.0% Q4 2025 Feb 10, 2026
FCA CORP /TX History Reduced 22,612 3,117 0.88% 0.87% 339 -1,820 -7.45% Q4 2025 Feb 11, 2026
COMMERCE BANK History Added to 22,604 3,116 0.02% 0.02% 340 +461 2.08% Q4 2025 Feb 13, 2026
Third View Private Wealth, LLC History New 22,384 3,086 0.42% — 341 +22,384 New Q4 2025 Jan 23, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 22,349 3,081 1.28% 1.21% 342 -72 -0.32% Q4 2025 Jan 14, 2026
OPPENHEIMER & CO INC History Reduced 22,226 3,064 0.04% 0.06% 343 -14,618 -39.68% Q4 2025 Feb 02, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 22,156 3,054 0.0% — 344 +22,156 New Q4 2025 Feb 13, 2026
FOSTER & MOTLEY INC History Added to 22,055 3,041 0.16% 0.14% 345 +2,279 11.52% Q4 2025 Jan 15, 2026
AlphaCore Capital LLC History Reduced 21,835 3,010 0.07% 0.1% 346 -1,129 -4.92% Q4 2025 Feb 05, 2026
FAIRFIELD, BUSH & CO. History Reduced 21,613 2,979 1.57% 1.5% 347 -1,241 -5.43% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 21,436 2,955 0.01% 0.01% 348 +2,055 10.6% Q4 2025 Feb 06, 2026
Pinnacle Financial Partners, Inc. History New 21,237 2,929 0.02% — 349 +21,237 New Q4 2025 Feb 18, 2026
Cascade Investment Advisors, Inc. History Reduced 21,055 2,902 1.71% 1.65% 350 -150 -0.71% Q4 2025 Jan 14, 2026
Old Port Advisors History Added to 20,992 2,894 0.71% 0.67% 351 +291 1.41% Q4 2025 Jan 08, 2026
DGS Capital Management, LLC History Added to 20,859 2,875 0.49% 0.46% 352 +1,133 5.74% Q4 2025 Feb 24, 2026
Advisors Asset Management, Inc. History Added to 20,783 2,865 0.05% 0.04% 353 +726 3.62% Q4 2025 Feb 12, 2026
EVOLVE PRIVATE WEALTH, LLC History New 20,505 2,827 0.17% — 354 +20,505 New Q4 2025 Feb 17, 2026
Perigon Wealth Management, LLC History Added to 20,500 2,826 0.05% 0.04% 355 +3,543 20.89% Q4 2025 Jan 16, 2026
Coastline Trust Co History Reduced 20,411 2,814 0.26% 0.28% 356 -50 -0.24% Q4 2025 Jan 05, 2026
Family Manage LLC History Added to 20,338 2,804 0.35% 0.35% 357 +234 1.16% Q4 2025 Feb 17, 2026
BEACON FINANCIAL GROUP History New 20,253 2,792 0.28% — 358 +20,253 New Q4 2025 Apr 01, 2026
Savant Capital, LLC History Added to 19,982 2,754 0.02% 0.01% 359 +3,678 22.56% Q4 2025 Feb 10, 2026
Kathmere Capital Management, LLC History Reduced 19,925 2,747 0.18% 0.19% 360 -939 -4.5% Q4 2025 Jan 13, 2026
Aaron Wealth Advisors LLC History Added to 19,719 2,718 0.15% 0.12% 361 +4,080 26.09% Q4 2025 Jan 21, 2026
HUNTINGTON NATIONAL BANK History Reduced 19,434 2,679 0.02% 0.02% 362 -2,697 -12.19% Q4 2025 Feb 09, 2026
EVERETT HARRIS & CO /CA/ History No change 19,363 2,669 0.03% 0.03% 363 0 0.0% Q4 2025 Feb 11, 2026
NorthCrest Asset Manangement, LLC History Reduced 19,122 2,637 0.06% 0.06% 365 -892 -4.46% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Added to 19,130 2,637 0.03% 0.03% 364 +112 0.59% Q4 2025 Feb 09, 2026
CenterStar Asset Management, LLC History Added to 19,100 2,633 0.74% 0.11% 366 +15,100 377.5% Q4 2025 Jan 27, 2026
Optimist Retirement Group LLC History Reduced 18,979 2,616 1.2% 1.12% 367 -340 -1.76% Q4 2025 Feb 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 18,956 2,613 0.26% 0.24% 368 0 0.0% Q4 2025 Jan 20, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 18,678 2,575 0.31% 0.28% 369 +1,798 10.65% Q4 2025 Jan 26, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 18,679 2,574 0.0% 0.01% 370 -9,854 -34.54% Q4 2025 Feb 10, 2026
Beutel, Goodman & Co Ltd. History Added to 18,655 2,571 0.02% 0.01% 371 +215 1.17% Q4 2025 Feb 13, 2026
MARIETTA INVESTMENT PARTNERS LLC History Added to 18,237 2,514 0.5% 0.44% 372 +488 2.75% Q4 2025 Feb 10, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 18,219 2,512 0.08% 0.08% 373 +175 0.97% Q4 2025 Feb 13, 2026
Abbot Financial Management, Inc. History Reduced 18,157 2,503 1.04% 1.0% 374 -50 -0.27% Q4 2025 Feb 13, 2026
Abacus Wealth Partners, LLC History Added to 18,094 2,494 0.24% 0.03% 375 +16,328 924.58% Q4 2025 Feb 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 18,086 2,493 0.04% 0.03% 376 -226 -1.23% Q4 2025 Feb 12, 2026
INDEPENDENT INVESTORS INC History No change 17,900 2,467 0.46% 0.44% 377 0 0.0% Q4 2025 Jan 15, 2026
Lester Murray Antman dba SimplyRich History No change 17,770 2,449 0.64% 0.61% 378 0 0.0% Q4 2025 Jan 23, 2026
Checchi Capital Advisers, LLC History Reduced 17,757 2,448 0.13% 0.12% 379 -119 -0.67% Q4 2025 Jan 27, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 17,478 2,409 0.51% 0.49% 380 -41 -0.23% Q4 2025 Jan 27, 2026
BTC Capital Management, Inc. History Added to 17,378 2,397 0.17% 0.15% 381 +99 0.57% Q4 2025 Jan 15, 2026
HB Wealth Management, LLC History Added to 17,362 2,393 0.02% 0.01% 382 +423 2.5% Q4 2025 Jan 28, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Added to 17,347 2,391 0.15% 0.14% 383 +110 0.64% Q4 2025 Jan 29, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Added to 17,219 2,374 0.75% 0.68% 384 +1,121 6.96% Q4 2025 Feb 03, 2026
Patten Group, Inc. History Added to 17,134 2,362 0.44% 0.42% 385 +321 1.91% Q4 2025 Jan 23, 2026
Altman Advisors, Inc. History Reduced 17,112 2,359 0.89% 0.84% 386 -24 -0.14% Q4 2025 Feb 04, 2026
Ipswich Investment Management Co., Inc. History Reduced 17,107 2,358 0.55% 0.52% 387 -105 -0.61% Q4 2025 Jan 16, 2026
EP Wealth Advisors, LLC History New 16,977 2,340 0.01% — 388 +16,977 New Q4 2025 Feb 18, 2026
Abundance Wealth Counselors History Added to 16,927 2,333 0.39% 0.37% 389 +73 0.43% Q4 2025 Jan 26, 2026
New Vernon Capital Holdings II LLC History No change 16,911 2,331 1.1% 1.0% 390 0 0.0% Q4 2025 Feb 17, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 16,871 2,326 0.28% 0.28% 391 -356 -2.07% Q4 2025 Jan 15, 2026
Marshall Financial Group, LLC History Added to 16,859 2,324 0.45% 0.41% 392 +484 2.96% Q4 2025 Jan 09, 2026
Prime Capital Investment Advisors, LLC History Reduced 16,829 2,320 0.03% 0.03% 393 -508 -2.93% Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History Added to 16,783 2,313 0.13% 0.12% 394 +6 0.04% Q4 2025 Feb 10, 2026
Dynamic Advisor Solutions LLC History Reduced 16,555 2,282 0.07% 0.07% 395 -3,311 -16.67% Q4 2025 Jan 09, 2026
XTX Topco Ltd History Added to 16,489 2,273 0.06% 0.04% 396 +10,862 193.03% Q4 2025 Feb 17, 2026
Empire Financial Management Company, LLC History Added to 16,484 2,272 0.49% 0.48% 397 +146 0.89% Q4 2025 Feb 12, 2026
Leo Wealth, LLC History Added to 16,428 2,264 0.16% 0.22% 398 +3,148 23.7% Q4 2025 Jan 21, 2026
Smartleaf Asset Management LLC History Added to 16,315 2,263 0.09% 0.11% 399 +1,987 13.87% Q4 2025 Feb 13, 2026
Palisade Asset Management, LLC History Reduced 16,409 2,262 0.22% 0.2% 400 -50 -0.3% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Reduced 16,376 2,257 0.01% 0.01% 401 -437 -2.6% Q4 2025 Jan 27, 2026
Dorsey & Whitney Trust CO LLC History Added to 16,336 2,252 0.12% 0.1% 402 +1,145 7.54% Q4 2025 Feb 11, 2026
HEADINVEST, LLC History Reduced 16,332 2,251 0.45% 0.44% 403 -184 -1.11% Q4 2025 Feb 02, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 16,296 2,246 0.05% 0.04% 404 +1,898 13.18% Q4 2025 Feb 05, 2026
Quadcap Wealth Management, LLC History Reduced 16,255 2,241 0.26% 0.25% 405 -129 -0.79% Q4 2025 Jan 29, 2026
WealthPlan Investment Management, LLC History Added to 16,230 2,237 0.14% 0.08% 406 +6,836 72.77% Q4 2025 Feb 05, 2026
IAM Advisory, LLC History Added to 16,201 2,233 0.5% 0.47% 407 +66 0.41% Q4 2025 Jan 07, 2026
Aptus Capital Advisors, LLC History Added to 15,936 2,197 0.02% 0.01% 408 +646 4.22% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 15,828 2,182 0.0% 0.03% 409 -1,388,260 -98.87% Q4 2025 Feb 17, 2026
Ascent Wealth Partners, LLC History Added to 15,656 2,158 0.25% 0.23% 410 +19 0.12% Q4 2025 Feb 02, 2026
Waverly Advisors, LLC History Added to 15,647 2,157 0.02% 0.02% 411 +1,637 11.68% Q4 2025 Feb 17, 2026
Baker Ellis Asset Management LLC History Added to 15,250 2,102 0.25% 0.23% 412 +539 3.66% Q4 2025 Jan 21, 2026
May Hill Capital, LLC History Added to 15,230 2,099 0.27% 0.28% 413 +7,725 102.93% Q4 2025 Feb 05, 2026
Venturi Wealth Management, LLC History Added to 15,078 2,078 0.09% 0.08% 414 +1,510 11.13% Q4 2025 Jan 22, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 15,059 2,076 0.05% 0.05% 415 -567 -3.63% Q4 2025 Jan 23, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 14,986 2,066 1.41% 1.37% 416 0 0.0% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 14,966 2,063 0.02% 0.02% 417 0 0.0% Q4 2025 Feb 13, 2026
Strategic Global Advisors, LLC History Added to 14,873 2,050 0.32% 0.26% 418 +1,691 12.83% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 14,815 2,042 0.02% 0.02% 419 +3,967 36.57% Q4 2025 Jan 29, 2026
Gradient Investments LLC History Added to 14,661 2,021 0.03% 0.02% 420 +4,390 42.74% Q4 2025 Jan 08, 2026
BAILARD, INC. History Added to 14,426 1,988 0.04% 0.03% 421 +2,305 19.02% Q4 2025 Feb 04, 2026
GREENLEAF TRUST History Added to 14,424 1,988 0.02% 0.02% 422 +728 5.32% Q4 2025 Jan 21, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 14,318 1,974 0.36% 0.36% 423 -1,835 -11.36% Q4 2025 Jan 14, 2026
Voya Financial Advisors, Inc. History Reduced 14,077 1,959 0.19% 0.17% 424 -41 -0.29% Q4 2025 Feb 13, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 14,118 1,946 0.1% 0.09% 425 -231 -1.61% Q4 2025 Feb 11, 2026
Sepio Capital, LP History Added to 14,027 1,933 0.11% 0.1% 426 +476 3.51% Q4 2025 Feb 12, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 14,020 1,932 0.15% 0.14% 427 -100 -0.71% Q4 2025 Feb 04, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 13,925 1,919 0.41% 0.38% 428 0 0.0% Q4 2025 Jan 27, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 13,767 1,898 0.1% 0.1% 429 0 0.0% Q4 2025 Jan 13, 2026
KAHN BROTHERS GROUP INC History Reduced 13,678 1,885 0.33% 0.35% 430 -648 -4.52% Q4 2025 Feb 12, 2026
Sivia Capital Partners, LLC History Added to 13,595 1,874 0.38% 0.27% 432 +6,175 83.22% Q4 2025 Feb 10, 2026
DENALI ADVISORS LLC History Added to 13,598 1,874 0.21% 0.2% 431 +39 0.29% Q4 2025 Feb 03, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History New 13,549 1,868 1.04% — 433 +13,549 New Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Reduced 13,520 1,864 0.04% 0.04% 434 -1,007 -6.93% Q4 2025 Feb 12, 2026
Sterling Capital Management LLC History Reduced 13,492 1,860 0.03% 0.03% 435 -772 -5.41% Q4 2025 Feb 13, 2026
AIMZ Investment Advisors, LLC History No change 13,328 1,837 0.53% 0.54% 436 0 0.0% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 13,324 1,836 0.02% 0.03% 437 -4,347 -24.6% Q4 2025 Feb 09, 2026
Solutions 4 Wealth, Ltd History No change 13,214 1,821 2.75% 2.63% 438 0 0.0% Q4 2025 Feb 09, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 13,144 1,812 0.09% 0.09% 439 -1,418 -9.74% Q4 2025 Feb 02, 2026
Boit C F David History No change 12,800 1,811 0.78% 0.74% 440 0 0.0% Q4 2025 Jan 15, 2026
Ascent Group, LLC History Reduced 13,120 1,808 0.06% 0.06% 441 -5 -0.04% Q4 2025 Jan 20, 2026
HM PAYSON & CO History Reduced 13,060 1,800 0.03% 0.02% 442 -202 -1.52% Q4 2025 Feb 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 13,025 1,795 0.01% 0.01% 443 +1,486 12.88% Q4 2025 Feb 17, 2026
PARK NATIONAL CORP /OH/ History Reduced 12,980 1,789 0.06% 0.05% 444 -523 -3.87% Q4 2025 Jan 05, 2026
Compass Wealth Management LLC History Reduced 12,947 1,785 0.45% 0.38% 445 -250 -1.89% Q4 2025 Feb 11, 2026
CSM Advisors, LLC History New 12,847 1,772 0.05% — 446 +12,847 New Q4 2025 Feb 11, 2026
ROBERTS GLORE & CO INC /IL/ History Reduced 12,773 1,761 0.47% 0.46% 447 -370 -2.82% Q4 2025 Feb 05, 2026
West Family Investments, Inc. History Reduced 12,722 1,753 0.41% 56.06% 448 -198 -1.53% Q4 2025 Feb 11, 2026
Ativo Capital Management LLC History Reduced 12,644 1,743 1.53% 1.46% 449 -801 -5.96% Q4 2025 Feb 02, 2026
Arnhold LLC History No change 12,636 1,742 0.13% 0.14% 450 0 0.0% Q4 2025 Feb 09, 2026
Parallel Advisors, LLC History Added to 12,624 1,740 0.03% 0.03% 451 +148 1.19% Q4 2025 Feb 11, 2026
V-Square Quantitative Management LLC History Added to 12,480 1,720 0.18% 0.26% 452 +459 3.82% Q4 2025 Jan 22, 2026
Carnegie Investment Counsel History Added to 12,434 1,714 0.03% 0.03% 453 +200 1.63% Q4 2025 Jan 23, 2026
Abel Hall, LLC History Added to 12,416 1,711 0.4% 0.25% 454 +7,523 153.75% Q4 2025 Feb 17, 2026
Snowden Capital Advisors LLC History Added to 12,356 1,703 0.04% 0.04% 455 +137 1.12% Q4 2025 Feb 17, 2026
PHYSICIANS FINANCIAL SERVICES, INC. History Reduced 12,284 1,694 0.45% 0.44% 457 -150 -1.21% Q4 2025 Jan 21, 2026
Plancorp, LLC History No change 12,288 1,694 0.05% 0.05% 456 0 0.0% Q4 2025 Feb 05, 2026
Dynasty Wealth Management, LLC History Added to 12,209 1,683 0.02% 0.02% 458 +579 4.98% Q4 2025 Feb 10, 2026
Kentucky Trust Co History Reduced 12,137 1,673 0.89% 0.85% 459 -100 -0.82% Q4 2025 Jan 21, 2026
GAMMA Investing LLC History Added to 12,103 1,668 0.08% 0.08% 460 +1,486 14.0% Q4 2025 Jan 05, 2026
Brookstone Capital Management History Reduced 12,097 1,667 0.02% 0.02% 461 -10 -0.08% Q4 2025 Jan 15, 2026
Florida Trust Wealth Management Co History Added to 12,073 1,664 0.05% 0.04% 462 +992 8.95% Q4 2025 Jan 20, 2026
Hilltop Holdings Inc. History Reduced 11,999 1,654 0.1% 0.08% 463 -335 -2.72% Q4 2025 Feb 17, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 12,000 1,654 0.12% 0.12% 464 0 0.0% Q4 2025 Jan 14, 2026
HF Advisory Group, LLC History Added to 11,901 1,640 0.57% 0.51% 465 +974 8.91% Q4 2025 Jan 23, 2026
PCM Encore, LLC History New 11,873 1,636 0.35% — 466 +11,873 New Q4 2025 Feb 13, 2026
DELPHI MANAGEMENT INC /MA/ History Reduced 11,723 1,616 1.57% 1.44% 467 -341 -2.83% Q4 2025 Jan 21, 2026
Bridgewater Advisors Inc. History Added to 11,119 1,613 0.1% 0.1% 468 +105 0.95% Q4 2025 Jan 23, 2026
Glass Wealth Management Co LLC History Reduced 11,685 1,611 0.66% 0.72% 469 -930 -7.37% Q4 2025 Feb 04, 2026
GUGGENHEIM CAPITAL LLC History Reduced 11,666 1,608 0.01% 0.01% 470 -566 -4.63% Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Added to 11,567 1,594 0.05% 0.06% 471 +1,500 14.9% Q4 2025 Jan 20, 2026
TRUST CO OF OKLAHOMA History Reduced 11,480 1,582 0.46% 0.45% 472 -338 -2.86% Q4 2025 Jan 14, 2026
Advisory Resource Group History Added to 11,456 1,579 0.28% 0.26% 473 +114 1.01% Q4 2025 Feb 12, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Reduced 11,394 1,570 0.02% 0.02% 474 -403 -3.42% Q4 2025 Feb 11, 2026
Creegan & Nassoura Financial Group, LLC History No change 11,325 1,561 1.01% 0.94% 475 0 0.0% Q4 2025 Feb 17, 2026
Greenwich Wealth Management LLC History No change 11,312 1,560 0.07% 0.07% 476 0 0.0% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 11,313 1,559 0.0% 0.0% 477 -62,769 -84.73% Q4 2025 Feb 17, 2026
Frank, Rimerman Advisors LLC History Added to 11,268 1,553 0.1% 0.08% 478 +1,817 19.23% Q4 2025 Jan 15, 2026
STOCK YARDS BANK & TRUST CO History Reduced 11,243 1,550 0.05% 0.05% 479 -125 -1.1% Q4 2025 Jan 21, 2026
Williams Jones Wealth Management, LLC. History Added to 11,108 1,531 0.02% 0.02% 480 +30 0.27% Q4 2025 Feb 13, 2026
MAVERICK CAPITAL LTD History Added to 11,073 1,526 0.02% 0.01% 481 +2,851 34.68% Q4 2025 Feb 13, 2026
Value Partners Investments Inc. History Added to 11,010 1,519 0.12% 0.1% 482 +1,751 18.91% Q4 2025 Jan 08, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 11,017 1,518 0.02% 0.02% 483 -1,182 -9.69% Q4 2025 Feb 09, 2026
SOMERVILLE KURT F History Reduced 10,978 1,513 0.26% 0.28% 484 -2,345 -17.6% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 10,920 1,505 0.03% 0.03% 485 -143 -1.29% Q4 2025 Feb 05, 2026
INTRUST BANK NA History Added to 10,910 1,504 0.12% 0.11% 486 +351 3.32% Q4 2025 Feb 06, 2026
Valeo Financial Advisors, LLC History Added to 10,848 1,495 0.03% 0.03% 487 +899 9.04% Q4 2025 Feb 04, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 10,765 1,484 0.01% 0.01% 488 -139 -1.27% Q4 2025 Feb 09, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 10,767 1,484 0.08% 0.08% 489 0 0.0% Q4 2025 Jan 23, 2026
AR ASSET MANAGEMENT INC History No change 10,750 1,482 0.3% 0.29% 490 0 0.0% Q4 2025 Feb 09, 2026
CRUX WEALTH ADVISORS History Reduced 10,729 1,479 0.55% 0.55% 491 -46 -0.43% Q4 2025 Jan 21, 2026
Drexel Morgan & Co. History No change 10,720 1,477 0.23% 0.22% 492 0 0.0% Q4 2025 Feb 12, 2026
Integrated Quantitative Investments LLC History Reduced 10,599 1,461 0.31% 0.39% 493 -28 -0.26% Q4 2025 Feb 12, 2026
GeoWealth Management, LLC History Added to 10,504 1,448 0.05% 0.05% 494 +146 1.41% Q4 2025 Feb 17, 2026
HighPoint Advisor Group LLC History Added to 10,503 1,447 0.07% 0.06% 495 +649 6.59% Q4 2025 Feb 04, 2026
Kovitz Investment Group Partners, LLC History Reduced 10,469 1,443 0.03% 0.08% 496 -150,678 -93.5% Q4 2025 Feb 20, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 10,452 1,441 0.03% 0.03% 498 +246 2.41% Q4 2025 Jan 07, 2026
HOLDERNESS INVESTMENTS CO History Reduced 10,458 1,441 0.29% 0.28% 497 -105 -0.99% Q4 2025 Feb 10, 2026
Ashton Thomas Private Wealth, LLC History Added to 10,450 1,440 0.04% 0.03% 500 +630 6.42% Q4 2025 Jan 29, 2026
Apollon Wealth Management, LLC History Reduced 10,451 1,440 0.02% 0.02% 499 -340 -3.15% Q4 2025 Jan 22, 2026
Diameter Capital Partners LP History New 10,400 1,433 0.13% — 501 +10,400 New Q4 2025 Feb 17, 2026
Mayflower Financial Advisors, LLC History Added to 10,370 1,429 0.17% 0.16% 502 +118 1.15% Q4 2025 Jan 13, 2026
FRG Family Wealth Advisors LLC History Added to 10,218 1,408 0.22% 0.19% 503 +778 8.24% Q4 2025 Jan 21, 2026
Integrated Wealth Concepts LLC History Reduced 10,206 1,407 0.02% 0.02% 504 -7,708 -43.03% Q4 2025 Feb 13, 2026
Foyston, Gordon & Payne Inc History Reduced 10,196 1,405 0.31% 0.3% 505 -384 -3.63% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 10,155 1,400 0.02% 0.01% 506 +199 2.0% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History Reduced 10,120 1,395 0.01% 0.01% 507 -114 -1.11% Q4 2025 Jan 13, 2026
Walsky Investment Management, Inc. History New 10,102 1,392 1.42% — 508 +10,102 New Q4 2025 Feb 10, 2026
BOSTON FAMILY OFFICE LLC History Reduced 10,035 1,384 0.09% 0.1% 509 -2,600 -20.58% Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Added to 10,041 1,384 0.03% 0.03% 510 +163 1.65% Q4 2025 Feb 17, 2026
Osprey Private Wealth LLC History Added to 10,000 1,378 0.4% 0.33% 511 +2,850 39.86% Q4 2025 Feb 04, 2026
OPAL CAPITAL LLC History New 9,961 1,376 0.34% — 512 +9,961 New Q4 2025 Feb 17, 2026
Agate Pass Investment Management, LLC History Reduced 9,950 1,371 0.51% 0.54% 513 -1,100 -9.95% Q4 2025 Jan 08, 2026
NOVEM GROUP History Added to 9,925 1,368 0.16% 0.15% 514 +161 1.65% Q4 2025 Jan 27, 2026
Ellevest, Inc. History Reduced 9,917 1,367 0.19% 0.18% 515 -115 -1.15% Q4 2025 Feb 10, 2026
Fort Sheridan Advisors LLC History Added to 9,905 1,365 0.17% 0.14% 516 +1,459 17.27% Q4 2025 Feb 10, 2026
Pine Valley Investments Ltd Liability Co History Reduced 9,863 1,359 0.06% 0.06% 517 -250 -2.47% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Reduced 9,844 1,357 0.04% 0.05% 518 -1,200 -10.87% Q4 2025 Feb 12, 2026
Douglass Winthrop Advisors, LLC History Added to 9,838 1,356 0.02% 0.02% 519 +200 2.08% Q4 2025 Feb 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 9,813 1,352 0.02% 0.02% 520 +738 8.13% Q4 2025 Jan 28, 2026
Smart Money Group LLC History Reduced 9,811 1,352 0.39% 0.38% 521 -152 -1.53% Q4 2025 Jan 30, 2026
TrueMark Investments, LLC History Added to 9,800 1,351 0.26% 0.19% 523 +1,275 14.96% Q4 2025 Jan 14, 2026
Venture Visionary Partners LLC History Reduced 9,803 1,351 0.04% 0.05% 522 -747 -7.08% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Added to 10,577 1,347 0.03% 0.03% 524 +64 0.61% Q4 2025 Feb 11, 2026
Nicholas Hoffman & Company, LLC. History Added to 9,702 1,337 0.03% 0.03% 525 +20 0.21% Q4 2025 Feb 02, 2026
Qtron Investments LLC History Reduced 9,697 1,336 0.17% 0.18% 526 -1,872 -16.18% Q4 2025 Feb 12, 2026
Welch Group, LLC History Added to 9,656 1,331 0.05% 0.05% 527 +190 2.01% Q4 2025 Jan 26, 2026
RETIREMENT GUYS FORMULA LLC History Added to 9,655 1,331 0.61% 0.43% 528 +108 1.13% Q4 2025 Jan 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 9,641 1,329 0.06% 0.11% 530 -3,085 -24.24% Q4 2025 Feb 12, 2026
AE Wealth Management LLC History Added to 9,644 1,329 0.01% 0.01% 529 +614 6.8% Q4 2025 Jan 26, 2026
SITTNER & NELSON, LLC History Added to 8,466 1,324 0.47% 0.39% 531 +49 0.58% Q4 2025 Feb 11, 2026
Stratos Wealth Partners, LTD. History Reduced 9,586 1,321 0.01% 0.02% 532 -696 -6.77% Q4 2025 Jan 20, 2026
FLOW TRADERS U.S. LLC History New 9,556 1,317 0.04% — 533 +9,556 New Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 9,557 1,317 0.02% 0.02% 534 +1,626 20.5% Q4 2025 Feb 19, 2026
PDS Planning, Inc History Added to 9,525 1,313 0.09% 0.08% 535 +66 0.7% Q4 2025 Jan 26, 2026
CULLEN/FROST BANKERS, INC. History Reduced 9,522 1,312 0.01% 0.01% 536 -96 -1.0% Q4 2025 Feb 06, 2026
Meriwether Wealth & Planning, LLC History Reduced 9,509 1,311 0.74% 0.73% 537 -312 -3.18% Q4 2025 Jan 14, 2026
OpenArc Corporate Advisory, LLC History New 9,488 1,308 0.02% — 538 +9,488 New Q4 2025 Feb 13, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 9,441 1,301 0.04% 0.04% 539 -36 -0.38% Q4 2025 Feb 13, 2026
Bryn Mawr Trust Advisors, LLC History Added to 9,425 1,299 0.06% 0.06% 540 +24 0.26% Q4 2025 Feb 04, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 9,347 1,288 0.03% 0.04% 541 -3,745 -28.61% Q4 2025 Feb 17, 2026
Mystic Asset Management, Inc. History Reduced 9,269 1,277 0.29% 0.28% 542 -300 -3.14% Q4 2025 Jan 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 9,227 1,272 0.1% 0.09% 543 -436 -4.51% Q4 2025 Jan 23, 2026
LCNB CORP History Reduced 9,206 1,269 0.43% 0.41% 544 -25 -0.27% Q4 2025 Feb 10, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 9,159 1,262 0.04% 0.04% 545 -440 -4.58% Q4 2025 Feb 13, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 9,034 1,245 0.83% 0.79% 546 -30 -0.33% Q4 2025 Feb 05, 2026
Guardian Partners Inc. History Added to 8,140 1,240 0.1% 0.02% 547 +6,000 280.37% Q4 2025 Feb 17, 2026
Cambridge Advisors Inc. History No change 8,975 1,237 0.24% 0.22% 548 0 0.0% Q4 2025 Jan 21, 2026
Essex Financial Services, Inc. History Added to 8,921 1,229 0.07% 0.07% 549 +3 0.03% Q4 2025 Feb 10, 2026
Beaton Management Co. Inc. History No change 8,873 1,223 0.54% 0.52% 550 0 0.0% Q4 2025 Feb 10, 2026
Gladstone Institutional Advisory LLC History Added to 8,799 1,213 0.05% 0.04% 552 +1,266 16.81% Q4 2025 Feb 17, 2026
Valmark Advisers, Inc. History Added to 8,802 1,213 0.01% 0.01% 551 +77 0.88% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History Added to 8,797 1,212 0.04% 0.04% 553 +109 1.25% Q4 2025 Feb 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 8,774 1,209 0.0% 0.0% 554 -278 -3.07% Q4 2025 Feb 13, 2026
Kensington Investment Counsel, LLC History No change 8,747 1,205 0.49% 0.46% 555 0 0.0% Q4 2025 Feb 18, 2026
RD Lewis Holdings, Inc. History No change 7,991 1,197 1.02% 0.99% 556 0 0.0% Q4 2025 Feb 06, 2026
Fifth Third Wealth Advisors LLC History Added to 8,675 1,195 0.04% 0.04% 557 +154 1.81% Q4 2025 Jan 15, 2026
EASTERN BANK History Added to 8,654 1,193 0.02% 0.02% 558 +78 0.91% Q4 2025 Jan 14, 2026
Clarius Group, LLC History No change 8,652 1,192 0.07% 0.07% 559 0 0.0% Q4 2025 Jan 14, 2026
SevenBridge Financial Group, LLC History No change 7,879 1,174 0.19% 0.17% 560 0 0.0% Q4 2025 Feb 02, 2026
Versant Capital Management, Inc History Added to 8,514 1,173 0.15% 0.13% 561 +828 10.77% Q4 2025 Jan 08, 2026
YANKCOM Partnership History Added to 8,499 1,171 0.5% 0.49% 562 +90 1.07% Q4 2025 Jan 20, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 8,441 1,163 0.0% 0.0% 563 -269 -3.09% Q4 2025 Feb 11, 2026
Stratos Wealth Advisors, LLC History No change 8,421 1,161 0.06% 0.05% 564 0 0.0% Q4 2025 Jan 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 8,376 1,154 0.02% 0.03% 565 -1,606 -16.09% Q4 2025 Jan 16, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 8,370 1,153 0.33% 0.31% 566 0 0.0% Q4 2025 Jan 22, 2026
Simmons Bank History Reduced 8,313 1,146 0.08% 0.07% 567 -400 -4.59% Q4 2025 Feb 05, 2026
Independence Bank of Kentucky History Added to 8,235 1,135 0.14% 0.13% 568 +78 0.96% Q4 2025 Jan 20, 2026
New Hampshire Trust History Reduced 8,222 1,133 0.22% 0.25% 569 -1,966 -19.3% Q4 2025 Jan 29, 2026
CHICAGO TRUST Co NA History Reduced 8,214 1,132 0.18% 0.15% 570 -366 -4.27% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 8,081 1,114 0.07% 0.06% 571 +2 0.02% Q4 2025 Feb 12, 2026
Belpointe Asset Management LLC History Added to 8,064 1,111 0.04% 0.03% 572 +1,826 29.27% Q4 2025 Jan 27, 2026
Fortis Capital Advisors, LLC History Added to 8,064 1,111 0.16% 0.13% 573 +1,826 29.27% Q4 2025 Jan 27, 2026
Harel Insurance Investments & Financial Services Ltd. History Added to 8,042 1,109 0.01% 0.01% 574 +1,498 22.89% Q4 2025 Feb 03, 2026
Kingsview Wealth Management, LLC History Added to 7,981 1,100 0.02% 0.01% 575 +336 4.4% Q4 2025 Feb 09, 2026
Minot DeBlois Advisors LLC History Reduced 7,965 1,098 0.99% 0.97% 576 -398 -4.76% Q4 2025 Feb 13, 2026
Keystone Financial Services History Reduced 7,908 1,090 0.33% 0.32% 577 -143 -1.78% Q4 2025 Feb 12, 2026
Five Oceans Advisors History No change 7,908 1,090 0.39% 0.37% 578 0 0.0% Q4 2025 Jan 16, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 7,889 1,087 0.04% 0.04% 580 -731 -8.48% Q4 2025 Feb 12, 2026
VALLEY NATIONAL ADVISERS INC History Added to 7,889 1,087 0.15% 0.16% 579 +5 0.06% Q4 2025 Jan 23, 2026
Jacobi Capital Management LLC History Reduced 7,859 1,083 0.06% 0.06% 581 -24 -0.3% Q4 2025 Feb 13, 2026
Independent Advisor Alliance History Added to 7,846 1,081 0.03% 0.02% 582 +2,463 45.76% Q4 2025 Feb 04, 2026
OneDigital Investment Advisors LLC History Added to 7,840 1,080 0.01% 0.01% 583 +760 10.73% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 7,812 1,077 0.04% 0.04% 584 -115 -1.45% Q4 2025 Feb 02, 2026
Harbour Trust & Investment Management Co History Reduced 7,719 1,064 0.11% 0.11% 585 -344 -4.27% Q4 2025 Jan 28, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Added to 6,976 1,061 0.01% 0.01% 586 +425 6.49% Q4 2025 Jan 28, 2026
MONTAG A & ASSOCIATES INC History Reduced 7,646 1,054 0.05% 0.05% 587 -4 -0.05% Q4 2025 Feb 02, 2026
Wedmont Private Capital History Added to 7,416 1,052 0.04% 0.03% 588 +949 14.67% Q4 2025 Jan 08, 2026
Ruggaard & Associates LLC History Added to 7,635 1,052 0.41% 0.35% 589 +236 3.19% Q4 2025 Feb 20, 2026
SAGE RHINO CAPITAL LLC History Reduced 7,620 1,050 0.2% 0.2% 590 -399 -4.98% Q4 2025 Jan 30, 2026
Portside Wealth Group, LLC History Added to 7,606 1,048 0.14% 0.11% 591 +1,476 24.08% Q4 2025 Jan 21, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History Reduced 7,574 1,044 0.47% 0.48% 592 -349 -4.4% Q4 2025 Feb 10, 2026
Covenant Partners, LLC History No change 7,542 1,039 0.3% 0.27% 593 0 0.0% Q4 2025 Jan 26, 2026
Verition Fund Management LLC History New 7,506 1,034 0.0% — 594 +7,506 New Q4 2025 Feb 13, 2026
Kennon-Green & Company, LLC History Reduced 7,507 1,034 0.82% 0.78% 595 -339 -4.32% Q4 2025 Feb 10, 2026
Beverly Hills Private Wealth, LLC History Reduced 7,461 1,028 0.18% 0.18% 596 -680 -8.35% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 7,397 1,019 0.02% 0.02% 597 +1,481 25.03% Q4 2025 Feb 09, 2026
Applied Finance Capital Management, LLC History Reduced 7,352 1,013 0.07% 0.07% 598 -211 -2.79% Q4 2025 Feb 05, 2026
Aprio Wealth Management, LLC History Added to 7,301 1,006 0.06% 0.06% 599 +2,509 52.36% Q4 2025 Jan 29, 2026
ASSOCIATED BANC-CORP History Reduced 7,286 1,004 0.03% 0.02% 600 -70 -0.95% Q4 2025 Feb 06, 2026
Arax Advisory Partners History Reduced 7,213 994 0.03% 0.01% 601 -716 -9.03% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Added to 7,216 994 0.04% 0.03% 602 +645 9.82% Q4 2025 Jan 21, 2026
TWIN CITY PRIVATE WEALTH, LLC History Reduced 7,203 993 0.75% 0.73% 603 -133 -1.81% Q4 2025 Feb 13, 2026
RATIONAL ADVISORS, INC. History Added to 7,186 990 0.1% 0.05% 604 +3,080 75.01% Q4 2025 Feb 10, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 7,166 987 0.0% 0.0% 605 +2,439 51.6% Q4 2025 Feb 17, 2026
St. Clair Advisors, LLC History No change 7,092 977 0.25% 0.24% 606 0 0.0% Q4 2025 Jan 20, 2026
SouthState Bank Corp History Reduced 7,022 968 0.04% 0.04% 607 -219 -3.02% Q4 2025 Feb 11, 2026
CENTRAL TRUST Co History Reduced 6,990 963 0.02% 0.02% 608 -260 -3.59% Q4 2025 Feb 02, 2026
LEE DANNER & BASS INC History No change 6,959 959 0.07% 0.06% 609 0 0.0% Q4 2025 Jan 29, 2026
Goldstone Financial Group, LLC History Added to 6,879 948 0.11% 0.1% 610 +242 3.65% Q4 2025 Feb 13, 2026
Kimelman & Baird, LLC History No change 6,850 944 0.07% 0.07% 611 0 0.0% Q4 2025 Feb 06, 2026
ROMANO BROTHERS AND COMPANY History Reduced 6,843 943 0.11% 0.1% 612 -200 -2.84% Q4 2025 Jan 14, 2026
CYPRESS ASSET MANAGEMENT INC/TX History Reduced 6,835 942 0.21% 0.2% 613 -40 -0.58% Q4 2025 Jan 29, 2026
HUTNER CAPITAL MANAGEMENT INC History Added to 6,832 941 0.39% 0.35% 614 +399 6.2% Q4 2025 Feb 17, 2026
Farringdon Capital, Ltd. History New 6,791 936 0.23% — 615 +6,791 New Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,786 935 0.04% 0.05% 616 -1,186 -14.88% Q4 2025 Feb 17, 2026
StrongBox Wealth, LLC History Added to 6,789 935 0.31% 0.26% 617 +850 14.31% Q4 2025 Jan 21, 2026
Gilliland Jeter Wealth Management LLC History No change 6,753 931 0.28% 0.27% 618 0 0.0% Q4 2025 Jan 23, 2026
Anchor Investment Management, LLC History No change 6,726 927 0.08% 0.07% 619 0 0.0% Q4 2025 Feb 26, 2026
UMB Bank, n.a. History Added to 6,675 920 0.01% 0.01% 620 +1,010 17.83% Q4 2025 Feb 13, 2026
Financial Engines Advisors L.L.C. History Reduced 6,674 920 0.0% 0.0% 621 -18 -0.27% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History No change 6,664 918 0.04% 0.04% 622 0 0.0% Q4 2025 Jan 27, 2026
Bangor Savings Bank History Reduced 6,645 916 0.07% 0.07% 623 -256 -3.71% Q4 2025 Jan 16, 2026
HARRELL INVESTMENT PARTNERS, LLC History Added to 6,640 915 0.22% 0.2% 624 +57 0.87% Q4 2025 Jan 15, 2026
Financial & Tax Architects, LLC History Reduced 6,602 910 0.2% 0.2% 625 -353 -5.08% Q4 2025 Jan 21, 2026
FULTON BANK, N.A. History Added to 6,599 909 0.03% 0.02% 626 +1,213 22.52% Q4 2025 Jan 08, 2026
MEANS INVESTMENT CO., INC. History No change 6,587 908 0.08% 0.07% 627 0 0.0% Q4 2025 Jan 26, 2026
Texas Bank & Trust Co History Reduced 6,583 907 0.33% 0.32% 628 -20 -0.3% Q4 2025 Feb 06, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 5,794 906 0.13% 0.11% 629 0 0.0% Q4 2025 Feb 11, 2026
Lantz Financial LLC History Reduced 6,542 901 0.19% 0.19% 630 -219 -3.24% Q4 2025 Jan 14, 2026
Marotta Asset Management History Reduced 6,494 895 0.17% 0.16% 631 -78 -1.19% Q4 2025 Jan 07, 2026
Southeast Asset Advisors, LLC History No change 6,491 894 0.08% 0.09% 632 0 0.0% Q4 2025 Feb 13, 2026
JNBA Financial Advisors History Reduced 6,474 892 0.08% 0.08% 633 -183 -2.75% Q4 2025 Jan 26, 2026
STEPHENS INC /AR/ History Added to 6,452 889 0.01% 0.01% 634 +395 6.52% Q4 2025 Feb 05, 2026
Joel Isaacson & Co., LLC History Added to 6,442 888 0.03% 0.03% 635 +785 13.88% Q4 2025 Jan 30, 2026
Focus Partners Advisor Solutions, LLC History Reduced 6,415 884 0.01% 0.01% 637 -479 -6.95% Q4 2025 Feb 11, 2026
NEVILLE RODIE & SHAW INC History No change 6,410 884 0.06% 0.06% 636 0 0.0% Q4 2025 Jan 06, 2026
SYKON CAPITAL LLC History No change 6,403 882 0.28% 0.27% 638 0 0.0% Q4 2025 Feb 12, 2026
Mezzasalma Advisors, LLC History Added to 6,361 881 0.21% 0.2% 640 +325 5.38% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History Added to 6,392 881 0.03% 0.03% 639 +200 3.23% Q4 2025 Jan 29, 2026
Gallacher Capital Management LLC History No change 6,377 879 0.34% 0.32% 641 0 0.0% Q4 2025 Feb 03, 2026
Avior Wealth Management, LLC History Added to 6,370 878 0.03% 0.03% 642 +8 0.13% Q4 2025 Jan 06, 2026
CENTAURUS FINANCIAL, INC. History Reduced 6,321 872 0.04% 0.04% 643 -901 -12.48% Q4 2025 Feb 13, 2026
Mraz, Amerine & Associates, Inc. History No change 6,298 868 0.13% 0.13% 644 0 0.0% Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Added to 6,286 866 0.08% 0.07% 645 +206 3.39% Q4 2025 Jan 26, 2026
Wealthspire Advisors, LLC History Added to 6,256 862 0.01% 0.0% 646 +2,721 76.97% Q4 2025 Feb 13, 2026
Ariadne Wealth Management, LP History Reduced 5,319 857 0.35% 0.34% 649 -371 -6.52% Q4 2025 Feb 13, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 6,221 857 0.03% 0.03% 647 +169 2.79% Q4 2025 Feb 09, 2026
MOTCO History Reduced 6,219 857 0.08% 0.07% 648 -169 -2.65% Q4 2025 Feb 06, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 6,200 854 0.13% — 650 +6,200 New Q4 2025 Feb 11, 2026
Investment Research Partners LLC History Added to 6,195 854 0.37% 0.34% 651 +76 1.24% Q4 2025 Feb 12, 2026
SCHULHOFF & CO INC History Reduced 6,050 834 0.35% 0.33% 652 -7 -0.12% Q4 2025 Feb 11, 2026
Heritage Wealth Management, Inc. History No change 6,045 833 0.23% 0.23% 653 0 0.0% Q4 2025 Jan 26, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 6,038 832 0.26% 0.25% 654 0 0.0% Q4 2025 Jan 27, 2026
Peoples Bank/KS History Reduced 6,030 831 0.84% 0.8% 655 -230 -3.67% Q4 2025 Jan 08, 2026
KENNEDY INVESTMENT GROUP History No change 5,978 824 0.31% 0.3% 656 0 0.0% Q4 2025 Feb 06, 2026
SEEDS INVESTOR LLC History Added to 5,970 823 0.16% 0.15% 657 +423 7.63% Q4 2025 Jan 27, 2026
Cypress Capital Group History Added to 5,966 822 0.09% 0.09% 658 +210 3.65% Q4 2025 Feb 11, 2026
1900 WEALTH MANAGEMENT LLC History Added to 5,906 814 0.05% 0.05% 659 +13 0.22% Q4 2025 Jan 20, 2026
Brucke Financial, Inc. History Added to 5,871 809 0.44% 0.37% 660 +819 16.21% Q4 2025 Jan 12, 2026
Bradyco, Inc. History No change 5,841 805 1.0% 0.85% 661 0 0.0% Q4 2025 Feb 05, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 5,815 803 0.0% 0.0% 662 -425 -6.81% Q4 2025 Feb 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 5,821 802 0.01% 0.01% 663 +53 0.92% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Added to 5,784 797 0.04% 0.04% 665 +167 2.97% Q4 2025 Mar 04, 2026
NTV ASSET MANAGEMENT LLC History No change 5,784 797 0.08% 0.08% 664 0 0.0% Q4 2025 Jan 20, 2026
Steadtrust LLC History No change 5,742 791 0.49% 0.5% 666 0 0.0% Q4 2025 Jan 21, 2026
Calydon Capital History Reduced 5,727 789 0.13% 0.13% 668 -593 -9.38% Q4 2025 Feb 17, 2026
Radnor Capital Management, LLC History No change 5,725 789 0.12% 0.11% 667 0 0.0% Q4 2025 Feb 06, 2026
Arvest Bank Trust Division History Reduced 5,722 788 0.04% 0.04% 669 -235 -3.94% Q4 2025 Feb 09, 2026
CFO4Life Group, LLC History Added to 5,709 787 0.11% 0.11% 670 +12 0.21% Q4 2025 Feb 06, 2026
Larry Mathis Financial Planning, LLC History New 5,707 786 0.69% — 671 +5,707 New Q4 2025 Mar 11, 2026
Banco de Sabadell, S.A History Reduced 5,670 781 0.51% 0.48% 672 -50 -0.87% Q4 2025 Feb 09, 2026
Diversified Trust Co History Reduced 5,655 779 0.01% 0.01% 673 -28 -0.49% Q4 2025 Jan 09, 2026
New Republic Capital, LLC History Added to 5,629 776 0.21% 0.09% 674 +3,289 140.56% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Added to 5,610 773 0.01% 0.01% 676 +847 17.78% Q4 2025 Jan 16, 2026
Penbrook Management LLC History No change 5,610 773 0.53% 0.5% 675 0 0.0% Q4 2025 Jan 06, 2026
CVA Family Office, LLC History No change 5,542 764 0.09% 0.09% 677 0 0.0% Q4 2025 Jan 12, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 5,516 760 0.36% 0.3% 678 +600 12.21% Q4 2025 Feb 12, 2026
Altus Wealth Group LLC History Added to 5,498 758 0.3% 0.26% 679 +474 9.43% Q4 2025 Feb 13, 2026
Trust Point Inc. History No change 5,496 757 0.06% 0.06% 680 0 0.0% Q4 2025 Jan 13, 2026
XML Financial, LLC History Reduced 5,486 756 0.06% 0.06% 681 -725 -11.67% Q4 2025 Feb 11, 2026
Diesslin Group, Inc. History New 5,434 749 0.3% — 682 +5,434 New Q4 2025 Feb 25, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 5,404 745 0.0% 0.14% 683 -858,229 -99.37% Q4 2025 Feb 17, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 5,410 745 0.31% 0.3% 684 0 0.0% Q4 2025 Jan 14, 2026
Modera Wealth Management, LLC History Added to 5,398 744 0.01% 0.01% 685 +141 2.68% Q4 2025 Jan 21, 2026
Mondrian Investment Partners LTD History Reduced 5,390 743 0.01% 0.01% 686 -334 -5.84% Q4 2025 Feb 09, 2026
Parkside Financial Bank & Trust History Added to 5,383 742 0.06% 0.05% 687 +796 17.35% Q4 2025 Feb 13, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 5,366 739 0.02% 0.01% 688 +2,228 71.0% Q4 2025 Feb 18, 2026
SALEM INVESTMENT COUNSELORS INC History No change 5,337 735 0.02% 0.02% 689 0 0.0% Q4 2025 Jan 12, 2026
Circle Wealth Management, LLC History Reduced 5,330 734 0.01% 0.01% 690 -90 -1.66% Q4 2025 Feb 13, 2026
Kennebec Savings Bank History Added to 5,316 732 0.63% 0.6% 691 +218 4.28% Q4 2025 Jan 22, 2026
E&G Advisors, LP History Reduced 5,281 728 0.16% 0.16% 692 -100 -1.86% Q4 2025 Jan 23, 2026
Cordatus Wealth Management LLC History Reduced 5,274 727 0.17% 0.17% 693 -216 -3.93% Q4 2025 Jan 26, 2026
Forza Wealth Management, LLC History Reduced 5,274 727 0.26% 0.26% 694 -75 -1.4% Q4 2025 Feb 02, 2026
Alhambra Investment Management LLC History Added to 5,258 724 0.34% 0.32% 695 +6 0.11% Q4 2025 Jan 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 5,233 721 0.05% 0.05% 696 +163 3.21% Q4 2025 Feb 12, 2026
Allianz Asset Management GmbH History Added to 5,200 716 0.0% 0.0% 697 +900 20.93% Q4 2025 Feb 11, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Added to 5,173 713 0.13% 0.12% 698 +407 8.54% Q4 2025 Jan 14, 2026
Heritage Family Offices, LLP History Reduced 5,152 710 0.32% 0.34% 699 -617 -10.7% Q4 2025 Jan 12, 2026
CHILTON INVESTMENT CO INC. History No change 5,147 709 0.01% 0.01% 700 0 0.0% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 5,134 708 0.02% 0.02% 701 +260 5.33% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History Added to 5,137 708 0.04% 0.04% 702 +145 2.9% Q4 2025 Jan 30, 2026
Cannell & Spears LLC History Added to 5,108 704 0.01% 0.01% 703 +1,500 41.57% Q4 2025 Feb 17, 2026
Sigma Planning Corp History Reduced 5,097 702 0.02% 0.04% 704 -6,071 -54.36% Q4 2025 Jan 30, 2026
Freestone Capital Holdings, LLC History Added to 5,097 702 0.02% 0.01% 705 +1,834 56.21% Q4 2025 Jan 23, 2026
O'Brien Greene & Co. Inc History No change 5,081 700 0.21% 0.2% 706 0 0.0% Q4 2025 Feb 05, 2026
SPWM Advisors LLC History New 5,075 699 0.66% — 708 +5,075 New Q4 2025 Feb 17, 2026
Nilsine Partners, LLC History Added to 5,071 699 0.06% 0.06% 707 +107 2.16% Q4 2025 Jan 15, 2026
Capital Analysts, LLC History No change 5,063 698 0.02% 0.02% 709 0 0.0% Q4 2025 Feb 11, 2026
Regal Investment Advisors LLC History New 5,050 696 0.04% — 710 +5,050 New Q4 2025 Feb 17, 2026
Net Worth Advisory Group History Reduced 5,039 694 0.14% 0.24% 711 -1,570 -23.76% Q4 2025 Jan 14, 2026
Payne Capital LLC History No change 5,000 689 0.7% 0.65% 712 0 0.0% Q4 2025 Jan 20, 2026
REXFORD CAPITAL INC History No change 4,994 688 0.52% 0.49% 713 0 0.0% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 4,982 686 0.02% 0.02% 714 -1,176 -19.1% Q4 2025 Feb 09, 2026
Drucker Wealth 3.0, LLC History Reduced 4,977 686 0.12% 0.11% 715 -29 -0.58% Q4 2025 Feb 03, 2026
HBK Sorce Advisory LLC History Added to 4,362 682 0.02% 0.01% 716 +924 26.88% Q4 2025 Feb 09, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 4,950 682 0.03% 0.03% 717 -85 -1.69% Q4 2025 Jan 16, 2026
BEDDOW CAPITAL MANAGEMENT INC History Added to 4,940 681 0.26% 0.21% 718 +490 11.01% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Added to 4,936 680 0.01% 0.01% 719 +46 0.94% Q4 2025 Feb 02, 2026
BURNS J W & CO INC/NY History Reduced 4,918 678 0.08% 0.08% 720 -300 -5.75% Q4 2025 Jan 12, 2026
JFS WEALTH ADVISORS, LLC History No change 4,922 678 0.04% 0.04% 721 0 0.0% Q4 2025 Jan 14, 2026
BXM Wealth LLC History Added to 42,817 676 0.52% 0.63% 722 +37,639 726.9% Q4 2025 Jan 20, 2026
One Wealth Advisors, LLC History Added to 4,896 675 0.08% 0.08% 723 +4 0.08% Q4 2025 Feb 02, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 4,889 674 0.01% 0.01% 724 0 0.0% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Added to 4,875 672 0.03% 0.03% 725 +1,604 49.04% Q4 2025 Feb 04, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 4,871 671 0.2% 0.15% 726 +776 18.95% Q4 2025 Feb 11, 2026
FIRST AMERICAN TRUST, FSB History Added to 4,858 669 0.05% 0.05% 727 +2 0.04% Q4 2025 Feb 11, 2026
Cascade Financial Partners, LLC History Reduced 4,833 666 0.07% 0.07% 728 -100 -2.03% Q4 2025 Feb 06, 2026
CX Institutional History Reduced 4,812 663 0.02% 0.04% 729 -5,484 -53.26% Q4 2025 Feb 02, 2026
Essex Bank History Added to 4,812 663 0.14% 0.13% 730 +201 4.36% Q4 2025 Feb 02, 2026
Frec Markets, Inc. History New 4,807 662 0.19% — 732 +4,807 New Q4 2025 Feb 17, 2026
Stokes Family Office, LLC History New 4,805 662 0.06% — 731 +4,805 New Q4 2025 Feb 18, 2026
Principle Wealth Partners LLC History Reduced 4,800 661 0.04% 0.04% 733 -22 -0.46% Q4 2025 Feb 06, 2026
Valley Brook Capital Group, Inc. History Reduced 4,767 657 0.43% 0.43% 734 -192 -3.87% Q4 2025 Jan 23, 2026
Cadence Bank History Reduced 4,749 654 0.04% 0.04% 735 -362 -7.08% Q4 2025 Jan 30, 2026
IHT Wealth Management, LLC History Added to 4,737 653 0.02% 0.01% 736 +245 5.45% Q4 2025 Feb 17, 2026
Rossmore Private Capital History Added to 4,727 651 0.06% 0.06% 737 +100 2.16% Q4 2025 Feb 05, 2026
NATURAL INVESTMENTS, LLC History Added to 4,702 648 0.16% 0.13% 738 +692 17.26% Q4 2025 Jan 23, 2026
CULLINAN ASSOCIATES INC History No change 4,700 647 0.04% 0.04% 739 0 0.0% Q4 2025 Jan 30, 2026
Bedel Financial Consulting, Inc. History No change 4,695 647 0.07% 0.08% 740 0 0.0% Q4 2025 Jan 28, 2026
Dakota Wealth Management History Added to 4,690 646 0.01% 0.01% 741 +214 4.78% Q4 2025 Jan 13, 2026
Icon Wealth Advisors, LLC History Added to 4,668 643 0.04% 0.04% 742 +222 4.99% Q4 2025 Feb 13, 2026
VISIONARY HORIZONS, LLC History Reduced 4,670 643 0.33% 0.35% 743 -160 -3.31% Q4 2025 Jan 23, 2026
Calamos Wealth Management LLC History Added to 4,646 640 0.02% 0.02% 744 +24 0.52% Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History Added to 4,641 639 0.02% 0.02% 747 +875 23.23% Q4 2025 Feb 17, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 4,638 639 0.02% 0.01% 745 +287 6.6% Q4 2025 Feb 03, 2026
Resonant Capital Advisors, LLC History Added to 4,640 639 0.04% 0.03% 746 +54 1.18% Q4 2025 Jan 29, 2026
SYON CAPITAL LLC History Added to 4,631 638 0.03% 0.03% 748 +285 6.56% Q4 2025 Feb 11, 2026
Mesirow Financial Investment Management, Inc. History Reduced 4,619 636 0.01% 0.01% 749 -11 -0.24% Q4 2025 Feb 05, 2026
Jefferies Financial Group Inc. History New 4,606 635 0.0% — 750 +4,606 New Q4 2025 Feb 09, 2026
RNC CAPITAL MANAGEMENT LLC History Added to 4,598 633 0.03% 0.03% 751 +162 3.65% Q4 2025 Feb 03, 2026
Revisor Wealth Management LLC History Added to 4,457 631 0.17% 0.11% 752 +2,118 90.55% Q4 2025 Jan 27, 2026
EFG International AG History New 4,573 630 0.01% — 754 +4,573 New Q4 2025 Feb 17, 2026
ALLEN WEALTH MANAGEMENT, LLC History Added to 4,570 630 0.38% 0.36% 753 +400 9.59% Q4 2025 Jan 23, 2026
South Shore Capital Advisors History New 4,565 629 0.46% — 755 +4,565 New Q4 2025 Jan 21, 2026
Federation des caisses Desjardins du Quebec History Reduced 4,555 627 0.0% 0.0% 756 -1,549 -25.38% Q4 2025 Feb 12, 2026
WASHINGTON TRUST Co History Reduced 4,543 626 0.02% 0.02% 757 -38 -0.83% Q4 2025 Feb 10, 2026
ATLAS CAPITAL ADVISORS INC. History New 4,532 624 0.07% — 758 +4,532 New Q4 2025 Feb 13, 2026
Summit Financial, LLC History Reduced 4,507 621 0.01% 0.01% 759 -27 -0.6% Q4 2025 Feb 13, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 4,491 619 0.08% 0.05% 760 -2,331 -34.17% Q4 2025 Feb 13, 2026
Stablepoint Partners, LLC History Reduced 4,491 619 0.1% 0.09% 762 -81 -1.77% Q4 2025 Jan 13, 2026
Cyndeo Wealth Partners, LLC History Added to 4,491 619 0.03% 0.03% 761 +10 0.22% Q4 2025 Jan 07, 2026
OARSMAN CAPITAL, INC. History Reduced 4,430 610 0.08% 0.09% 764 -349 -7.3% Q4 2025 Feb 13, 2026
Clear Harbor Asset Management, LLC History No change 4,428 610 0.04% 0.04% 763 0 0.0% Q4 2025 Feb 10, 2026
Monument Capital Management History Added to 4,386 604 0.15% 0.12% 766 +608 16.09% Q4 2025 Jan 26, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 4,383 604 0.11% 0.1% 765 -18 -0.41% Q4 2025 Jan 16, 2026
Sage Mountain Advisors LLC History Added to 4,386 604 0.03% 0.03% 767 +8 0.18% Q4 2025 Jan 23, 2026
AlTi Global, Inc. History Added to 4,381 604 0.01% 0.01% 768 +2 0.05% Q4 2025 Feb 13, 2026
Mill Capital Management, LLC History No change 4,388 604 0.04% 0.04% 769 0 0.0% Q4 2025 Feb 11, 2026
NBC SECURITIES, INC. History Added to 4,359 600 0.04% 0.04% 770 +252 6.14% Q4 2025 Jan 29, 2026
Violich Capital Management, Inc. History No change 4,347 599 0.07% 0.07% 771 0 0.0% Q4 2025 Feb 03, 2026
Curbstone Financial Management Corp History No change 4,344 598 0.11% 0.11% 772 0 0.0% Q4 2025 Jan 23, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 4,326 596 0.09% 0.09% 773 -59 -1.35% Q4 2025 Jan 13, 2026
First City Capital Management, Inc. History Reduced 4,320 595 0.31% 0.31% 774 -100 -2.26% Q4 2025 Jan 14, 2026
Aureus Asset Management, LLC History Added to 4,312 594 0.04% 0.03% 775 +499 13.09% Q4 2025 Feb 17, 2026
Greenspring Advisors, LLC History New 4,296 592 0.04% — 777 +4,296 New Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 4,296 592 0.06% 0.07% 776 -54 -1.24% Q4 2025 Feb 13, 2026
Pinnacle West Asset Management, Inc. History Reduced 4,270 589 0.38% 0.36% 778 -100 -2.29% Q4 2025 Feb 10, 2026
GF FUND MANAGEMENT CO. LTD. History Added to 4,272 588 0.01% 0.01% 779 +1,730 68.06% Q4 2025 Jan 27, 2026
CAMBIENT FAMILY OFFICE, LLC History New 4,264 587 0.08% — 780 +4,264 New Q4 2025 Feb 20, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 4,229 583 0.01% 0.01% 781 -1,205 -22.18% Q4 2025 Feb 10, 2026
Tranquilli Financial Advisor LLC History Reduced 4,231 583 0.34% 0.33% 782 -70 -1.63% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 4,199 578 0.03% 0.02% 783 +1,131 36.86% Q4 2025 Jan 26, 2026
TRED AVON FAMILY WEALTH, LLC History Added to 4,188 577 0.19% 0.15% 784 +680 19.38% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Added to 4,136 570 0.01% 0.01% 786 +168 4.23% Q4 2025 Feb 02, 2026
Klingman & Associates, LLC History Added to 4,139 570 0.03% 0.03% 785 +149 3.73% Q4 2025 Jan 29, 2026
D'Orazio & Associates, Inc. History Added to 4,128 569 0.07% 0.07% 787 +150 3.77% Q4 2025 Feb 04, 2026
Private Wealth Asset Management, LLC History No change 4,127 568 0.06% 0.06% 788 0 0.0% Q4 2025 Feb 10, 2026
Cromwell Holdings LLC History No change 4,117 567 0.31% 0.28% 789 0 0.0% Q4 2025 Jan 20, 2026
Opal Wealth Advisors, LLC History Added to 4,112 566 0.15% 0.13% 790 +381 10.21% Q4 2025 Jan 26, 2026
Texas Yale Capital Corp. History Added to 4,092 564 0.02% 0.01% 791 +580 16.51% Q4 2025 Feb 10, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 4,081 562 0.14% 0.12% 792 -38 -0.92% Q4 2025 Jan 08, 2026
Argyle Capital Partners, LLC History No change 4,061 559 0.41% 0.37% 793 0 0.0% Q4 2025 Feb 17, 2026
S.A. Mason LLC History No change 4,040 556 0.22% 0.23% 794 0 0.0% Q4 2025 Jan 29, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 4,023 554 0.07% 0.07% 795 -236 -5.54% Q4 2025 Feb 03, 2026
Crestwood Advisors Group, LLC History Added to 3,979 548 0.01% 0.01% 796 +1,040 35.39% Q4 2025 Feb 03, 2026
INVESTED ADVISORS History Added to 3,974 547 0.57% 0.56% 797 +128 3.33% Q4 2025 Jan 26, 2026
SEVEN MILE ADVISORY History Reduced 3,962 546 0.09% 0.1% 798 -741 -15.76% Q4 2025 Feb 13, 2026
Interchange Capital Partners, LLC History Reduced 3,950 544 0.1% 0.1% 799 -104 -2.57% Q4 2025 Jan 30, 2026
Aspen Wealth Management LLC History Reduced 3,941 543 0.11% 0.14% 802 -1,034 -20.78% Q4 2025 Jan 05, 2026