iSHARES TRUST - PFF

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 22,663,798 701,671 0.05% 0.05% 1 -1,485,178 -6.15% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 15,810,728 489,500 0.03% 0.03% 2 +418,460 2.72% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 9,491,298 293,850 0.05% 0.06% 3 +188,316 2.02% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 7,863,267 243,446 0.07% 0.07% 4 -244,722 -3.02% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 6,035,335 186,853 0.03% 0.03% 5 +316,936 5.54% Q4 2025 Jan 29, 2026
ROYAL BANK OF CANADA History New 4,102,839 127,024 0.02% — 6 +4,102,839 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,957,429 122,521 0.04% 0.04% 7 -119,444 -2.93% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 3,799,306 117,626 0.14% 0.15% 8 +66,176 1.77% Q4 2025 Feb 13, 2026
Bramshill Investments, LLC History Reduced 2,116,859 111,109 6.28% 13.47% 9 -4,121,803 -66.07% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,231,955 100,061 0.03% 0.03% 10 +396,477 13.98% Q4 2025 Feb 18, 2026
FIRST INTERSTATE BANK History Added to 2,906,297 89,978 4.83% 5.01% 11 +34,224 1.19% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 2,428,451 75,184 0.0% 0.0% 12 -189,852 -7.25% Q4 2025 Feb 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,138,022 66,193 0.01% 0.01% 13 +103,685 5.1% Q4 2025 Feb 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 1,894,274 58,646 0.89% 0.98% 14 -78,959 -4.0% Q4 2025 Jan 22, 2026
TRUIST FINANCIAL CORP History Added to 1,822,396 56,421 0.08% 0.08% 15 +54,374 3.08% Q4 2025 Feb 02, 2026
Cetera Investment Advisers History Reduced 1,768,243 54,744 0.06% 0.07% 16 -38,421 -2.13% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 1,761,851 54,546 0.06% 0.07% 17 -208,861 -10.6% Q4 2025 Jan 30, 2026
Janney Montgomery Scott LLC History Added to 1,747,061 54,089 0.12% 0.13% 18 +46,907 2.76% Q4 2025 Feb 11, 2026
Steward Partners Investment Advisory, LLC History Added to 1,645,716 50,951 0.28% 0.27% 19 +146,338 9.76% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,452,298 45,229 0.01% 0.01% 20 -128,372 -8.12% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Reduced 1,318,933 40,834 0.07% 0.1% 21 -269,620 -16.97% Q4 2025 Mar 16, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,312,161 40,624 0.05% 0.06% 22 -92,197 -6.57% Q4 2025 Feb 12, 2026
OSAIC HOLDINGS, INC. History Reduced 1,256,630 38,908 0.06% 0.06% 23 -66,409 -5.02% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 1,230,373 38,092 0.12% 0.13% 24 -11,117 -0.9% Q4 2025 Feb 02, 2026
GREENLEAF TRUST History Added to 1,208,436 37,413 0.34% 0.33% 25 +63,063 5.51% Q4 2025 Jan 21, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 1,150,603 35,622 0.63% 0.57% 26 +121,085 11.76% Q4 2025 Feb 12, 2026
Baird Financial Group, Inc. History Added to 1,056,554 32,710 0.05% 0.05% 27 +34,382 3.36% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 1,033,738 32,518 0.04% 0.05% 28 -13,633 -1.3% Q4 2025 Jan 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 1,044,760 32,345 0.02% 0.02% 29 -116,025 -10.0% Q4 2025 Feb 10, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History Added to 977,100 30,251 1.98% 1.87% 30 +21,600 2.26% Q4 2025 Feb 10, 2026
GDS Wealth Management History Added to 948,814 29,375 1.84% 1.75% 31 +109,081 12.99% Q4 2025 Feb 02, 2026
Dakota Wealth Management History Reduced 934,997 28,947 0.51% 0.65% 32 -87,045 -8.52% Q4 2025 Jan 13, 2026
MAI Capital Management History Added to 927,375 28,711 0.17% 0.17% 33 +46,688 5.3% Q4 2025 Feb 13, 2026
COHEN & STEERS, INC. History Added to 904,077 27,997 0.05% 0.0% 34 +896,701 12157.01% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 892,958 27,645 0.0% 0.0% 35 +558,820 167.24% Q4 2025 Feb 17, 2026
Ocean Park Asset Management, LLC History Added to 868,252 26,881 1.26% 1.03% 36 +76,659 9.68% Q4 2025 Jan 15, 2026
STIFEL FINANCIAL CORP History Added to 843,112 26,102 0.02% 0.02% 37 +47,171 5.93% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 819,388 25,368 0.14% 0.17% 38 -150,569 -15.52% Q4 2025 Feb 13, 2026
Hennion & Walsh Asset Management, Inc. History Added to 789,794 24,452 0.84% 0.85% 39 +44,200 5.93% Q4 2025 Jan 14, 2026
Cerity Partners LLC History Added to 773,617 23,951 0.03% 0.03% 40 +215,290 38.56% Q4 2025 Feb 11, 2026
HighTower Advisors, LLC History Reduced 769,059 23,810 0.03% 0.03% 41 -64,259 -7.71% Q4 2025 Feb 06, 2026
Jaffetilchin Investment Partners, LLC History Added to 763,604 23,641 1.38% 1.42% 42 +10,895 1.45% Q4 2025 Jan 15, 2026
Summit Financial Wealth Advisors, LLC History Reduced 700,509 21,687 3.1% 3.63% 43 -37,207 -5.04% Q4 2025 Jan 27, 2026
BARD ASSOCIATES INC History Added to 693,974 21,485 5.52% 3.94% 44 +224,684 47.88% Q4 2025 Feb 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 662,486 20,510 0.16% — 45 +662,486 New Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Added to 644,860 19,964 3.63% 0.3% 46 +44,092 7.34% Q4 2025 Mar 04, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 643,295 19,916 0.07% 0.07% 47 -29,410 -4.37% Q4 2025 Jan 30, 2026
Stratos Wealth Partners, LTD. History Added to 639,734 19,806 0.22% 0.21% 48 +64,669 11.25% Q4 2025 Jan 20, 2026
Northside Capital Management, LLC History Added to 628,822 19,468 1.69% 1.37% 49 +155,936 32.98% Q4 2025 Jan 07, 2026
WELCH & FORBES LLC History Reduced 594,427 18,403 0.22% 0.25% 50 -51,064 -7.91% Q4 2025 Feb 10, 2026
DEUTSCHE BANK AG\ History Reduced 592,629 18,347 0.01% 0.01% 51 -3,100 -0.52% Q4 2025 Feb 11, 2026
Insight Wealth Strategies, LLC History Reduced 575,043 17,803 2.04% 3.36% 52 -326,037 -36.18% Q4 2025 Jan 02, 2026
CITIGROUP INC History Reduced 570,181 17,652 0.01% 0.01% 53 -19,247 -3.27% Q4 2025 Feb 13, 2026
Cordoba Advisory Partners LLC History New 565,622 17,511 4.33% — 54 +565,622 New Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Reduced 564,909 17,489 0.04% 0.05% 55 -34,405 -5.74% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 561,199 17,374 0.07% 0.08% 56 +4,243 0.76% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 539,761 16,711 0.04% 0.05% 57 +11,217 2.12% Q4 2025 Feb 05, 2026
SeaBridge Investment Advisors LLC History Reduced 517,870 16,033 2.65% 3.09% 58 -84,116 -13.97% Q4 2025 Jan 26, 2026
STEPHENS INC /AR/ History Reduced 513,391 15,894 0.2% 0.26% 59 -127,148 -19.85% Q4 2025 Feb 05, 2026
Envestnet Portfolio Solutions, Inc. History Added to 506,138 15,670 0.06% 0.05% 60 +69,454 15.9% Q4 2025 Feb 06, 2026
&PARTNERS History Added to 469,799 14,569 0.08% 0.08% 61 +60,969 14.91% Q4 2025 Feb 17, 2026
Parkside Investments, LLC History Reduced 464,042 14,366 1.81% 1.92% 62 -22,856 -4.69% Q4 2025 Feb 09, 2026
Robertson Stephens Wealth Management, LLC History Reduced 444,960 13,775 0.36% 0.43% 63 -4,384 -0.98% Q4 2025 Feb 02, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 440,441 13,636 0.01% 0.01% 64 +38,668 9.62% Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 425,906 13,186 0.34% 0.36% 65 -19,150 -4.3% Q4 2025 Feb 03, 2026
Ballast, Inc. History Added to 415,371 12,859 3.01% 3.04% 66 +18,444 4.65% Q4 2025 Feb 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 410,899 12,721 0.02% 0.03% 67 -122,051 -22.9% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Added to 410,553 12,710 0.05% 0.06% 68 +26,481 6.89% Q4 2025 Feb 18, 2026
SWAN Capital LLC History Added to 409,140 12,666 4.93% 4.59% 69 +51,281 14.33% Q4 2025 Feb 12, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 408,342 12,642 0.8% 0.85% 70 -6,973 -1.68% Q4 2025 Jan 21, 2026
Sanctuary Advisors, LLC History Reduced 395,355 12,240 0.07% 0.07% 71 -21,825 -5.23% Q4 2025 Jan 29, 2026
CONNING INC. History No change 390,500 12,089 0.4% 0.41% 72 0 0.0% Q4 2025 Feb 05, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 389,946 12,072 0.25% 0.28% 73 -23,718 -5.73% Q4 2025 Feb 18, 2026
Focus Partners Wealth History Added to 356,961 11,051 0.01% 0.02% 74 +14,738 4.31% Q4 2025 Feb 13, 2026
HRT FINANCIAL LP History Added to 356,356 11,032 0.03% 0.03% 75 +77,653 27.86% Q4 2025 Feb 12, 2026
Hilton Capital Management, LLC History Added to 354,308 10,969 0.83% 0.89% 76 +6,705 1.93% Q4 2025 Feb 12, 2026
Florida Trust Wealth Management Co History Added to 350,731 10,858 0.3% 0.31% 77 +6,578 1.91% Q4 2025 Jan 20, 2026
Oak Harvest Investment Services History Added to 343,003 10,619 1.16% 1.22% 78 +13,032 3.95% Q4 2025 Jan 27, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 329,756 10,209 2.34% 2.4% 79 +13,200 4.17% Q4 2025 Jan 06, 2026
SG Americas Securities, LLC History New 322,578 9,987 0.01% — 80 +322,578 New Q4 2025 Jan 09, 2026
AMG National Trust Bank History Reduced 299,536 9,273 0.22% 0.24% 81 -13,927 -4.44% Q4 2025 Jan 30, 2026
Corient Private Wealth LLC History Reduced 338,702 9,220 0.01% 0.04% 82 -376,118 -52.62% Q4 2025 Mar 09, 2026
Pinnacle Financial Partners, Inc. History New 297,078 9,197 0.07% — 83 +297,078 New Q4 2025 Feb 18, 2026
BANK OF MONTREAL /CAN/ History Reduced 295,790 9,157 0.0% 0.0% 84 -12,480 -4.05% Q4 2025 Feb 12, 2026
Mountain Hill Investment Partners Corp. History Added to 295,401 9,145 6.55% 6.0% 85 +78,875 36.43% Q4 2025 Jan 26, 2026
Capital Square, LLC History Reduced 29,371 9,093 4.64% 6.59% 86 -379,326 -92.81% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 286,917 8,882 0.02% 0.02% 87 +3,360 1.18% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 283,362 8,772 0.05% 0.06% 88 -20,157 -6.64% Q4 2025 Feb 09, 2026
PARK AVENUE SECURITIES LLC History Reduced 280,257 8,677 0.07% 0.1% 89 -105,724 -27.39% Q4 2025 Jan 05, 2026
Stablepoint Partners, LLC History Added to 268,706 8,319 1.3% 1.34% 90 +1,068 0.4% Q4 2025 Jan 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 262,543 8,128 0.45% 0.46% 91 +27,644 11.77% Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 261,040 8,081 0.1% 0.11% 92 +26 0.01% Q4 2025 Feb 10, 2026
DAVENPORT & Co LLC History Added to 260,709 8,071 0.04% 0.04% 93 +22,646 9.51% Q4 2025 Jan 12, 2026
Freedom Day Solutions, LLC History Added to 253,528 7,849 2.13% 2.15% 94 +2,880 1.15% Q4 2025 Feb 04, 2026
COMERICA BANK History Added to 245,423 7,598 0.03% 0.03% 95 +21,827 9.76% Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Reduced 242,687 7,513 0.12% 0.13% 96 -6,144 -2.47% Q4 2025 Feb 09, 2026
GREENBERG FINANCIAL GROUP History New 239,794 7,424 3.06% — 97 +239,794 New Q4 2025 Jan 22, 2026
Regal Investment Advisors LLC History Added to 231,936 7,180 0.43% 0.48% 98 +367 0.16% Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Added to 227,221 7,034 0.04% 0.05% 99 +1,983 0.88% Q4 2025 Jan 29, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 225,512 6,981 0.24% 0.24% 100 +8,025 3.69% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 222,631 6,892 0.03% 0.04% 101 -24,752 -10.01% Q4 2025 Feb 17, 2026
RWA WEALTH PARTNERS, LLC History Added to 219,515 6,796 0.07% 0.05% 102 +71,891 48.7% Q4 2025 Feb 12, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 217,745 6,741 0.0% 0.0% 103 +90,962 71.75% Q4 2025 Feb 06, 2026
Strategic Wealth Investment Group, LLC History Reduced 216,417 6,700 0.82% 0.77% 104 -72,353 -25.06% Q4 2025 Feb 11, 2026
Horizon Investments, LLC History Reduced 214,544 6,642 0.08% 0.14% 105 -124,599 -36.74% Q4 2025 Feb 02, 2026
CIM, LLC History Added to 209,802 6,495 0.85% 0.83% 106 +9,502 4.74% Q4 2025 Feb 18, 2026
Tanager Wealth Management LLP History Added to 206,740 6,400 0.64% 0.54% 107 +44,208 27.2% Q4 2025 Jan 26, 2026
Glaxis Capital Management, LLC History Added to 203,500 6,300 10.79% 10.58% 108 +2,000 0.99% Q4 2025 Feb 12, 2026
MassMutual Private Wealth & Trust, FSB History Added to 202,734 6,276 0.16% 0.16% 109 +2,365 1.18% Q4 2025 Jan 07, 2026
Independence Financial Advisors, LLC History Added to 194,422 6,019 1.65% 1.77% 110 +10,594 5.76% Q4 2025 Jan 15, 2026
Lido Advisors, LLC History Added to 190,341 6,018 0.02% 0.02% 111 +114 0.06% Q4 2025 Feb 10, 2026
Cornerstone Financial Group, LLC /NE/ History Added to 191,864 5,940 4.15% 4.23% 112 +19,098 11.05% Q4 2025 Feb 11, 2026
Kentucky Trust Co History Added to 190,071 5,884 3.12% 3.2% 113 +2,985 1.6% Q4 2025 Jan 21, 2026
Risk Paradigm Group, LLC History New 187,360 5,800 5.58% — 114 +187,360 New Q4 2025 Feb 17, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 185,918 5,756 2.08% — 115 +185,918 New Q4 2025 Mar 26, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 185,456 5,741 0.0% 0.0% 116 -7,292 -3.78% Q4 2025 Feb 17, 2026
Fortress Financial Solutions, LLC History Added to 185,096 5,730 5.86% 6.16% 117 +6,368 3.56% Q4 2025 Jan 23, 2026
ASSETMARK, INC History Reduced 183,837 5,691 0.01% 0.04% 118 -425,199 -69.82% Q4 2025 Jan 23, 2026
Blue Fin Capital, Inc. History Added to 182,967 5,664 0.88% 0.86% 119 +9,444 5.44% Q4 2025 Jan 23, 2026
RPg Family Wealth Advisory, LLC History Reduced 178,680 5,531 1.22% 1.25% 120 -1,267 -0.7% Q4 2025 Feb 13, 2026
QUEST INVESTMENT MANAGEMENT LLC History No change 177,000 5,479 0.59% 0.59% 121 0 0.0% Q4 2025 Feb 17, 2026
Beacon Pointe Advisors, LLC History Added to 175,498 5,433 0.04% 0.01% 122 +136,350 348.29% Q4 2025 Feb 18, 2026
Paulson Wealth Management Inc. History Added to 174,888 5,414 1.25% 1.24% 123 +9,389 5.67% Q4 2025 Feb 05, 2026
Brookstone Capital Management History Reduced 173,859 5,382 0.06% 0.07% 124 -12,919 -6.92% Q4 2025 Jan 15, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 169,304 5,241 0.17% 0.18% 125 -1,579 -0.92% Q4 2025 Jan 30, 2026
Beacon Harbor Wealth Advisors, Inc. History Added to 169,068 5,234 1.16% 1.16% 126 +11,892 7.57% Q4 2025 Jan 23, 2026
BOS Asset Management, LLC History Added to 167,551 5,187 1.39% 1.49% 127 +177 0.11% Q4 2025 Jan 09, 2026
OPPENHEIMER & CO INC History Added to 165,668 5,129 0.07% 0.05% 128 +35,599 27.37% Q4 2025 Feb 02, 2026
Mesirow Financial Investment Management, Inc. History Reduced 164,231 5,084 0.1% 0.13% 129 -69,678 -29.79% Q4 2025 Feb 05, 2026
GOLDMAN SACHS GROUP INC History Reduced 162,886 5,042 0.0% 0.0% 130 -704,798 -81.23% Q4 2025 Mar 25, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 162,245 5,023 0.06% 0.08% 131 -21,732 -11.81% Q4 2025 Jan 29, 2026
Investors Research Corp History Added to 161,415 4,997 0.92% 0.88% 132 +11,686 7.8% Q4 2025 Jan 06, 2026
CENTAURUS FINANCIAL, INC. History Reduced 156,098 4,833 0.22% 0.27% 133 -23,082 -12.88% Q4 2025 Feb 13, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Reduced 155,211 4,805 1.36% 1.46% 134 -2,675 -1.69% Q4 2025 Jan 23, 2026
Creative Planning History Added to 149,291 4,622 0.0% 0.0% 135 +2,579 1.76% Q4 2025 Feb 17, 2026
Cordatus Wealth Management LLC History Reduced 149,084 4,615 1.07% 1.12% 136 -541 -0.36% Q4 2025 Jan 26, 2026
WHITE PINE CAPITAL LLC History Added to 147,877 4,578 1.26% 1.31% 137 +3,608 2.5% Q4 2025 Feb 09, 2026
Frisch Financial Group, Inc. History Reduced 146,824 4,545 1.02% 2.14% 138 -143,781 -49.48% Q4 2025 Feb 06, 2026
Apella Capital, LLC History Added to 145,291 4,498 0.09% 0.01% 139 +137,013 1655.15% Q4 2025 Jan 21, 2026
Sagace Wealth Management LLC History Added to 144,338 4,468 3.03% 2.96% 140 +6,798 4.94% Q4 2025 Feb 02, 2026
BANK OF STOCKTON History Reduced 143,494 4,442 1.27% 1.42% 141 -14,081 -8.94% Q4 2025 Jan 21, 2026
Cypress Wealth Services, LLC History Added to 143,000 4,427 0.61% 0.73% 142 +1,486 1.05% Q4 2025 Jan 14, 2026
Waverly Advisors, LLC History Reduced 140,280 4,343 0.04% 0.05% 143 -14,316 -9.26% Q4 2025 Feb 17, 2026
Cambria Investment Management, L.P. History Added to 134,368 4,160 0.24% 0.25% 144 +3,952 3.03% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 132,452 4,100 0.0% 0.0% 145 +68,700 107.76% Q4 2025 Feb 12, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 131,784 4,080 1.34% 1.74% 146 -32,947 -20.0% Q4 2025 Jan 27, 2026
XML Financial, LLC History Reduced 130,146 4,029 0.33% 0.43% 147 -36,366 -21.84% Q4 2025 Feb 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 129,752 4,017 0.03% 0.02% 148 +37,559 40.74% Q4 2025 Jan 14, 2026
Perennial Advisors, LLC History Added to 129,731 4,016 0.67% 0.67% 149 +7,063 5.76% Q4 2025 Jan 12, 2026
Wealth Advisory Solutions, LLC History Reduced 128,754 3,986 0.93% 1.02% 150 -4,468 -3.35% Q4 2025 Jan 16, 2026
Global Retirement Partners, LLC History Reduced 125,575 3,887 0.07% 0.09% 151 -341 -0.27% Q4 2025 Feb 06, 2026
CIBC Private Wealth Group LLC History Reduced 123,061 3,809 0.01% 0.01% 152 -13,456 -9.86% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 119,988 3,715 0.11% 0.07% 153 +53,599 80.73% Q4 2025 Feb 12, 2026
Equitable Holdings, Inc. History Reduced 119,631 3,703 0.03% 0.03% 154 -17,359 -12.67% Q4 2025 Feb 17, 2026
Curbstone Financial Management Corp History Reduced 119,393 3,696 0.71% 0.73% 155 -1,370 -1.13% Q4 2025 Jan 23, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 119,182 3,689 0.22% 0.23% 156 +4,135 3.59% Q4 2025 Feb 13, 2026
Community Bank, N.A. History Reduced 119,095 3,685 0.44% 0.48% 157 -7,070 -5.6% Q4 2025 Feb 04, 2026
Intrepid Financial Planning Group LLC History Reduced 118,737 3,676 1.4% 1.85% 158 -35,101 -22.82% Q4 2025 Feb 13, 2026
FIRST AMERICAN TRUST, FSB History Added to 116,375 3,602 0.25% 0.26% 159 +2,191 1.92% Q4 2025 Feb 11, 2026
Shulman DeMeo Asset Management LLC History Reduced 116,068 3,593 0.81% 0.86% 160 -1,773 -1.5% Q4 2025 Jan 14, 2026
Houlihan Financial Resource Group, Ltd. History Added to 113,861 3,551 1.35% 1.62% 161 +55,511 95.13% Q4 2025 Feb 10, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 113,909 3,526 0.15% 0.15% 162 +1,562 1.39% Q4 2025 Jan 27, 2026
Montis Financial, LLC History Reduced 113,251 3,506 0.69% 1.31% 163 -66,727 -37.08% Q4 2025 Feb 11, 2026
Summit Financial, LLC History Reduced 111,445 3,450 0.05% 0.06% 164 -4,214 -3.64% Q4 2025 Feb 13, 2026
OpenArc Corporate Advisory, LLC History New 110,964 3,435 0.06% — 165 +110,964 New Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Reduced 109,678 3,395 0.06% 0.07% 166 -3,667 -3.24% Q4 2025 Feb 11, 2026
Brindle & Bay Financial Advisors, LLC History New 109,153 3,379 2.25% — 167 +109,153 New Q4 2025 Jan 29, 2026
Concurrent Investment Advisors, LLC History Reduced 108,245 3,351 0.04% 0.06% 168 -639 -0.59% Q4 2025 Jan 29, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 106,654 3,302 0.56% 0.51% 169 +9,885 10.22% Q4 2025 Feb 17, 2026
Crown Oak Advisors, LLC History Reduced 106,543 3,298 1.56% 1.89% 170 -23,457 -18.04% Q4 2025 Jan 20, 2026
SP Asset Management LLC History Reduced 106,413 3,294 0.26% 0.28% 171 -4,022 -3.64% Q4 2025 Jan 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 106,144 3,286 0.08% 0.08% 172 +5,948 5.94% Q4 2025 Feb 09, 2026
Amicus Financial Advisors, LLC History New 105,624 3,270 0.91% — 173 +105,624 New Q4 2025 Mar 02, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 104,138 3,224 0.0% 0.01% 174 -327,672 -75.88% Q4 2025 Feb 17, 2026
Winthrop Partners - WNY, LLC History New 102,181 3,163 1.7% — 175 +102,181 New Q4 2025 Mar 12, 2026
Fiera Capital Corp History Reduced 101,792 3,151 0.01% 0.01% 176 -323 -0.32% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History Reduced 100,333 3,106 0.0% 0.01% 177 -37,284 -27.09% Q4 2025 Feb 05, 2026
Liberty Capital Management, Inc. History Reduced 100,030 3,096 0.58% 0.6% 178 -117 -0.12% Q4 2025 Jan 26, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 99,135 3,069 0.22% 0.19% 179 +14,332 16.9% Q4 2025 Feb 12, 2026
Aprio Wealth Management, LLC History Added to 99,032 3,066 0.18% 0.31% 180 +1,385 1.42% Q4 2025 Jan 29, 2026
Crews Bank & Trust History Reduced 97,875 3,030 0.43% 0.47% 181 -4,550 -4.44% Q4 2025 Jan 21, 2026
Penn Mutual Asset Management History No change 97,300 3,012 1.8% 5.98% 182 0 0.0% Q4 2025 Jan 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 97,264 3,011 0.1% 0.11% 183 -2,293 -2.3% Q4 2025 Feb 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 96,563 2,999 0.0% — 184 +96,563 New Q4 2025 Feb 13, 2026
Platform Technology Partners History Added to 96,454 2,986 0.64% 0.15% 186 +77,190 400.7% Q4 2025 Feb 13, 2026
Mount Lucas Management LP History Added to 96,463 2,986 1.19% 1.18% 185 +5,425 5.96% Q4 2025 Feb 05, 2026
MidWestOne Financial Group, Inc. History Added to 95,748 2,964 0.33% 0.35% 187 +5,101 5.63% Q4 2025 Feb 12, 2026
WJ Financial Advisors LLC History Added to 95,590 2,959 2.64% 2.85% 188 +2,682 2.89% Q4 2025 Feb 02, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 92,482 2,953 0.77% 0.79% 189 -1,324 -1.41% Q4 2025 Jan 26, 2026
Winthrop Capital Management, LLC History Reduced 95,079 2,944 0.69% 0.92% 190 -25,272 -21.0% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 94,770 2,934 0.01% — 191 +94,770 New Q4 2025 Feb 05, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Added to 93,768 2,903 0.26% 0.18% 192 +29,663 46.27% Q4 2025 Jan 30, 2026
Sterling Investment Advisors, Ltd. History Reduced 93,771 2,903 0.53% 0.6% 193 -2,973 -3.07% Q4 2025 Feb 09, 2026
COURIER CAPITAL LLC History Reduced 93,745 2,902 0.16% 0.18% 194 -4,388 -4.47% Q4 2025 Jan 29, 2026
Victrix Investment Advisors History New 93,406 2,891 1.12% — 195 +93,406 New Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Reduced 93,235 2,886 0.06% 0.07% 196 -1,548 -1.63% Q4 2025 Feb 02, 2026
Global Assets Advisory, LLC History Added to 92,556 2,865 0.82% 0.85% 197 +2,079 2.3% Q4 2025 Feb 09, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 92,226 2,855 0.02% 0.02% 198 -5,986 -6.09% Q4 2025 Jan 09, 2026
CreativeOne Wealth, LLC History Added to 89,979 2,785 0.07% 0.07% 199 +227 0.25% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Added to 89,433 2,768 0.01% 0.01% 200 +23,083 34.79% Q4 2025 Feb 17, 2026
Sierra Capital LLC History Added to 89,230 2,763 0.29% 0.31% 201 +187 0.21% Q4 2025 Feb 18, 2026
RMR Capital Management, LLC History Added to 89,031 2,756 1.98% 1.93% 202 +1,554 1.78% Q4 2025 Feb 12, 2026
TCTC Holdings, LLC History Added to 88,572 2,742 0.08% 0.08% 203 +995 1.14% Q4 2025 Feb 12, 2026
TRAN CAPITAL MANAGEMENT, L.P. History Added to 88,563 2,741 0.33% 0.03% 204 +81,448 1144.74% Q4 2025 Jan 20, 2026
OLD NATIONAL BANCORP /IN/ History Added to 86,733 2,685 0.04% 0.04% 205 +6,313 7.85% Q4 2025 Jan 28, 2026
Arkadios Wealth Advisors History Added to 86,496 2,677 0.05% 0.06% 206 +10,253 13.45% Q4 2025 Feb 13, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 85,860 2,658 0.66% 0.73% 207 -4,595 -5.08% Q4 2025 Jan 27, 2026
NBT BANK N A /NY History Reduced 85,440 2,645 0.17% 0.18% 208 -32 -0.04% Q4 2025 Jan 23, 2026
Post Resch Tallon Group Inc. History Added to 84,827 2,626 2.22% 1.78% 209 +21,326 33.58% Q4 2025 Jan 09, 2026
Palouse Capital Management, Inc. History Reduced 84,818 2,625 1.68% 1.85% 210 -7,148 -7.77% Q4 2025 Jan 23, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 84,584 2,618 0.19% 0.13% 211 +21,078 33.19% Q4 2025 Jan 14, 2026
CITADEL ADVISORS LLC History Reduced 84,500 2,616 0.0% 0.0% 212 -8,300 -8.94% Q4 2025 Feb 17, 2026
Arkos Global Advisors History Added to 84,144 2,605 0.33% 0.31% 213 +6,502 8.37% Q4 2025 Feb 13, 2026
HUB Investment Partners, LLC History Added to 83,818 2,594 0.07% 0.07% 214 +18,683 28.68% Q4 2025 Feb 17, 2026
Ashton Thomas Private Wealth, LLC History Added to 83,414 2,582 0.06% 0.06% 215 +11,771 16.43% Q4 2025 Jan 29, 2026
MGO ONE SEVEN LLC History Added to 82,875 2,565 0.05% 0.06% 216 +6,966 9.18% Q4 2025 Feb 03, 2026
Peoples Bank/KS History Reduced 82,315 2,548 2.56% 2.67% 217 -2,735 -3.22% Q4 2025 Jan 08, 2026
Sharper & Granite LLC History Added to 81,515 2,523 0.89% 0.91% 218 +1,240 1.54% Q4 2025 Jan 27, 2026
Atria Investments, Inc History Added to 81,362 2,518 0.03% 0.03% 219 +2,892 3.69% Q4 2025 Feb 05, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 80,604 2,495 0.6% 0.64% 220 -3,245 -3.87% Q4 2025 Jan 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 79,837 2,472 0.0% 0.0% 221 +529 0.67% Q4 2025 Feb 05, 2026
DT Investment Partners, LLC History Reduced 78,412 2,427 0.2% 0.24% 222 -11,037 -12.34% Q4 2025 Feb 10, 2026
Infinity Wealth Counsel, LLC History Added to 78,299 2,424 2.21% 2.08% 223 +10,320 15.18% Q4 2025 Jan 15, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 78,150 2,419 0.13% 0.15% 224 +64 0.08% Q4 2025 Jan 26, 2026
OneDigital Investment Advisors LLC History Reduced 77,719 2,406 0.02% 0.03% 225 -2,650 -3.3% Q4 2025 Feb 13, 2026
Emergent Wealth Advisors, LLC History Reduced 75,722 2,344 1.32% 1.9% 226 -27,213 -26.44% Q4 2025 Jan 14, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 75,593 2,340 0.65% 0.75% 227 -34,213 -31.16% Q4 2025 Feb 12, 2026
Capstone Wealth Management Group LLC History Reduced 75,489 2,337 1.42% 1.6% 228 -3,800 -4.79% Q4 2025 Jan 09, 2026
CWM, LLC History Added to 75,379 2,334 0.01% 0.01% 229 +369 0.49% Q4 2025 Jan 26, 2026
Procyon Advisors, LLC History Reduced 75,052 2,323 0.11% 0.17% 230 -17,632 -19.02% Q4 2025 Jan 07, 2026
Integrated Advisors Network LLC History Added to 74,743 2,314 0.1% 0.08% 231 +12,628 20.33% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 74,605 2,309 0.03% 0.03% 232 -1,770 -2.32% Q4 2025 Feb 03, 2026
Dynamic Advisor Solutions LLC History Reduced 74,573 2,308 0.07% 0.2% 233 -144,565 -65.97% Q4 2025 Jan 09, 2026
SouthState Bank Corp History Reduced 74,212 2,297 0.1% 0.13% 234 -13,298 -15.2% Q4 2025 Feb 11, 2026
Connecticut Wealth Management, LLC History Added to 74,040 2,292 0.1% 0.09% 235 +9,852 15.35% Q4 2025 Feb 12, 2026
Destination Wealth Management History Added to 73,992 2,290 0.06% 0.06% 236 +1,526 2.11% Q4 2025 Feb 13, 2026
Disciplined Investments, LLC History Reduced 73,966 2,289 0.88% 0.96% 237 -2,226 -2.92% Q4 2025 Feb 05, 2026
DUNCKER STREETT & CO INC History Reduced 73,441 2,273 0.4% 0.41% 238 -921 -1.24% Q4 2025 Jan 27, 2026
FOCUS Wealth Advisors, LLC History Added to 73,365 2,271 1.06% 1.1% 239 +713 0.98% Q4 2025 Jan 09, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 73,205 2,266 0.19% 0.09% 240 +39,450 116.87% Q4 2025 Feb 09, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 71,195 2,204 0.15% 0.13% 242 +11,499 19.26% Q4 2025 Jan 08, 2026
Legacy Capital Wealth Partners, LLC History Added to 71,190 2,204 0.47% 0.45% 241 +5,127 7.76% Q4 2025 Jan 16, 2026
Fragasso Financial Advisors Inc History Reduced 71,130 2,202 0.13% 0.15% 243 -4,066 -5.41% Q4 2025 Jan 07, 2026
Janney Capital Management LLC History Added to 70,880 2,194 0.14% 0.11% 244 +15,693 28.44% Q4 2025 Feb 11, 2026
REDMONT WEALTH ADVISORS LLC History Reduced 70,472 2,181 3.3% 4.76% 245 -37,571 -34.77% Q4 2025 Feb 06, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 70,327 2,177 0.12% 0.2% 246 -42,420 -37.62% Q4 2025 Feb 10, 2026
ST GERMAIN D J CO INC History Reduced 67,912 2,102 0.08% 0.09% 247 -3,661 -5.12% Q4 2025 Jan 29, 2026
Grey Ledge Advisors, LLC History Reduced 67,245 2,081 0.47% 0.63% 248 -20,557 -23.41% Q4 2025 Feb 05, 2026
FELL CAPITAL MANAGEMENT /ADV History New 66,984 2,073 2.02% — 249 +66,984 New Q4 2025 Mar 27, 2026
Curi Capital, LLC History Reduced 66,788 2,067 0.04% 0.04% 250 -3,504 -4.98% Q4 2025 Feb 17, 2026
Checchi Capital Advisers, LLC History Reduced 66,717 2,065 0.11% 0.22% 251 -69,268 -50.94% Q4 2025 Jan 27, 2026
Sequoia Financial Advisors, LLC History Reduced 66,559 2,060 0.01% 0.03% 252 -74,848 -52.93% Q4 2025 Feb 03, 2026
Geneos Wealth Management Inc. History Reduced 65,784 2,036 0.05% 0.06% 253 -7,932 -10.76% Q4 2025 Jan 28, 2026
AlphaCore Capital LLC History Added to 65,525 2,028 0.05% 0.01% 254 +58,361 814.64% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 65,296 2,021 0.14% 0.2% 255 -14,631 -18.31% Q4 2025 Feb 03, 2026
Trivium Point Advisory, LLC History Added to 65,164 2,017 0.2% 0.21% 256 +1,085 1.69% Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History New 65,097 2,015 0.03% — 257 +65,097 New Q4 2025 Feb 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 65,097 2,015 0.1% 0.04% 258 +47,805 276.46% Q4 2025 Feb 12, 2026
Crewe Advisors LLC History Reduced 64,870 2,008 0.18% 0.21% 259 -5,239 -7.47% Q4 2025 Jan 16, 2026
Wealthcare Advisory Partners LLC History Reduced 64,673 2,002 0.04% 0.05% 260 -18,704 -22.43% Q4 2025 Jan 14, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 64,320 1,991 0.22% 0.24% 261 -346 -0.54% Q4 2025 Jan 26, 2026
Berkeley Capital Partners, LLC History Added to 64,051 1,983 0.47% 0.47% 262 +1,043 1.66% Q4 2025 Feb 05, 2026
WENDELL DAVID ASSOCIATES INC History No change 63,162 1,955 0.2% 0.2% 263 0 0.0% Q4 2025 Jan 30, 2026
NorthCrest Asset Manangement, LLC History Added to 61,745 1,934 0.04% 0.04% 264 +4,222 7.34% Q4 2025 Jan 08, 2026
Clearbridge Investments, LLC History Reduced 62,182 1,925 0.0% 0.0% 265 -1,600 -2.51% Q4 2025 Feb 11, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 62,041 1,920 0.0% 0.0% 266 +9,125 17.24% Q4 2025 Feb 17, 2026
Stronghold Wealth Management L.L.C. History New 61,852 1,914 2.83% — 267 +61,852 New Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Added to 61,807 1,913 0.02% 0.02% 268 +4,856 8.53% Q4 2025 Feb 02, 2026
IBEX WEALTH ADVISORS History Reduced 61,667 1,909 0.19% 0.2% 269 -5,510 -8.2% Q4 2025 Feb 17, 2026
Farrell Financial LLC History Added to 61,589 1,906 1.12% 1.22% 270 +258 0.42% Q4 2025 Jan 12, 2026
Moran Wealth Management, LLC History Added to 61,243 1,896 0.06% 0.05% 271 +8,649 16.44% Q4 2025 Jan 26, 2026
Creegan & Nassoura Financial Group, LLC History Added to 60,692 1,879 1.22% 1.19% 272 +2,182 3.73% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 60,503 1,873 0.0% 0.0% 273 +34,935 136.64% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History Added to 60,062 1,859 0.04% 0.04% 274 +6,933 13.05% Q4 2025 Feb 09, 2026
HSBC HOLDINGS PLC History New 60,029 1,858 0.0% — 275 +60,029 New Q4 2025 Mar 20, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Reduced 59,029 1,827 0.25% 0.29% 276 -6,252 -9.58% Q4 2025 Feb 12, 2026
Sound View Wealth Advisors Group, LLC History Reduced 58,295 1,804 0.12% 0.14% 277 -4,783 -7.58% Q4 2025 Jan 08, 2026
HFG Advisors, Inc. History Reduced 57,374 1,776 1.29% 1.4% 278 -2,569 -4.29% Q4 2025 Feb 13, 2026
CALTON & ASSOCIATES, INC. History Added to 57,301 1,774 0.26% 0.27% 279 +748 1.32% Q4 2025 Feb 10, 2026
Chicago Partners Investment Group LLC History Reduced 55,143 1,759 0.04% 0.05% 280 -3,485 -5.94% Q4 2025 Jan 28, 2026
MCRAE CAPITAL MANAGEMENT INC History Reduced 56,511 1,749 0.36% 0.37% 281 -2,438 -4.14% Q4 2025 Feb 11, 2026
Powell Investment Advisors, LLC History Added to 56,407 1,746 0.6% 0.61% 282 +1,382 2.51% Q4 2025 Feb 09, 2026
Advisory Services Network, LLC History Added to 55,794 1,727 0.02% 0.02% 283 +5,070 10.0% Q4 2025 Feb 17, 2026
RFG Advisory, LLC History Reduced 55,694 1,724 0.03% 0.07% 285 -57,869 -50.96% Q4 2025 Feb 03, 2026
SOL Capital Management CO History Reduced 55,685 1,724 0.15% 0.16% 284 -255 -0.46% Q4 2025 Jan 30, 2026
TRUE Private Wealth Advisors History Reduced 55,312 1,712 0.17% 0.19% 286 -3,678 -6.23% Q4 2025 Feb 13, 2026
PRINCIPAL SECURITIES, INC. History Added to 54,457 1,686 0.03% 0.03% 287 +3,785 7.47% Q4 2025 Feb 12, 2026
Proficio Capital Partners LLC History New 54,205 1,678 0.12% — 288 +54,205 New Q4 2025 Feb 12, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 54,177 1,677 0.05% 0.06% 289 -3,321 -5.78% Q4 2025 Jan 14, 2026
Sowa Financial Group, Inc. History Reduced 54,049 1,673 0.87% 1.0% 290 -2,559 -4.52% Q4 2025 Feb 03, 2026
Arista Wealth Management, LLC History Reduced 53,996 1,671 0.21% 0.24% 291 -7,686 -12.46% Q4 2025 Feb 09, 2026
Midwest Trust Co History Added to 53,395 1,653 0.02% 0.02% 292 +15,072 39.33% Q4 2025 Feb 04, 2026
Kingsview Wealth Management, LLC History Reduced 53,379 1,652 0.02% 0.03% 293 -173 -0.32% Q4 2025 Feb 09, 2026
Graetz Wealth LLC History New 52,427 1,623 1.48% — 294 +52,427 New Q4 2025 Feb 12, 2026
Bath Savings Trust Co History Added to 52,324 1,619 0.16% 0.16% 295 +699 1.35% Q4 2025 Jan 12, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 51,987 1,609 0.23% 0.24% 296 +2,359 4.75% Q4 2025 Feb 05, 2026
Providence First Trust Co History Added to 51,535 1,595 0.55% 0.38% 297 +16,547 47.29% Q4 2025 Feb 03, 2026
SS&H Financial Advisors, Inc. History Added to 51,425 1,592 0.46% 0.37% 298 +13,300 34.89% Q4 2025 Jan 20, 2026
Crabel Capital Management, LLC History Reduced 51,402 1,591 1.2% 3.17% 299 -60,535 -54.08% Q4 2025 Feb 17, 2026
Atlas Private Wealth Advisors History Reduced 51,417 1,591 0.37% 0.41% 300 -1,630 -3.07% Q4 2025 Feb 05, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 51,045 1,580 0.26% — 301 +51,045 New Q4 2025 Feb 18, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 50,981 1,578 0.01% 0.01% 302 -8,679 -14.55% Q4 2025 Feb 17, 2026
Ariadne Wealth Management, LP History Reduced 49,850 1,569 0.65% 0.74% 303 -4,032 -7.48% Q4 2025 Feb 13, 2026
Joseph P. Lucia & Associates, LLC History Reduced 50,481 1,562 0.56% 0.65% 304 -4,362 -7.95% Q4 2025 Jan 28, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 50,444 1,561 0.0% 0.01% 305 -10,800 -17.63% Q4 2025 Feb 17, 2026
Mathes Company, Inc. History Added to 50,350 1,559 0.56% 0.51% 306 +5,200 11.52% Q4 2025 Feb 09, 2026
Palogic Value Management, L.P. History No change 50,293 1,557 0.65% 0.64% 307 0 0.0% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Reduced 50,131 1,552 0.03% 0.04% 308 -16,065 -24.27% Q4 2025 Jan 22, 2026
Carson Advisory Inc. History Reduced 50,150 1,552 0.81% 0.89% 309 -2,300 -4.39% Q4 2025 Feb 12, 2026
Tudor Financial Inc. History Added to 49,966 1,546 0.79% 0.83% 310 +765 1.55% Q4 2025 Feb 13, 2026
SHUFRO ROSE & CO LLC History Added to 49,635 1,536 0.1% 0.12% 311 +1,250 2.58% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Added to 49,357 1,528 0.0% 0.0% 312 +1,740 3.65% Q4 2025 Feb 17, 2026
Somerset Trust Co History Added to 49,083 1,519 0.46% 0.47% 313 +500 1.03% Q4 2025 Jan 09, 2026
WHITENER CAPITAL MANAGEMENT, INC. History Added to 48,848 1,512 0.34% 0.32% 314 +5,994 13.99% Q4 2025 Jan 23, 2026
Fogel Capital Management, Inc. History No change 48,730 1,508 0.7% 0.71% 315 0 0.0% Q4 2025 Feb 02, 2026
IFP Advisors, Inc History Reduced 48,495 1,501 0.03% 0.05% 316 -7,565 -13.49% Q4 2025 Feb 06, 2026
Sunbeam Capital Management, LLC History Added to 48,425 1,499 0.89% 0.64% 317 +16,007 49.38% Q4 2025 Feb 13, 2026
Arcataur Capital Management LLC History Reduced 48,102 1,489 0.43% 0.45% 318 -849 -1.73% Q4 2025 Jan 27, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History Reduced 48,087 1,488 0.75% 1.11% 319 -17,978 -27.21% Q4 2025 Feb 17, 2026
Aviance Capital Partners, LLC History Added to 47,729 1,477 0.17% 0.18% 320 +516 1.09% Q4 2025 Feb 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 47,688 1,476 0.07% 0.06% 321 +2,820 6.29% Q4 2025 Jan 21, 2026
Fortis Group Advisors, LLC History Reduced 46,486 1,472 0.25% 0.25% 322 -687 -1.46% Q4 2025 Feb 06, 2026
Jacobi Capital Management LLC History Added to 47,427 1,468 0.09% 0.09% 323 +2,239 4.95% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History New 47,224 1,462 0.0% — 324 +47,224 New Q4 2025 Feb 12, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 47,168 1,460 0.34% 0.38% 325 -3,143 -6.25% Q4 2025 Jan 08, 2026
Prime Capital Investment Advisors, LLC History Reduced 46,793 1,448 0.02% 0.02% 326 -329 -0.7% Q4 2025 Jan 21, 2026
FC Advisory LLC History Added to 46,756 1,447 0.42% 0.43% 327 +668 1.45% Q4 2025 Jan 13, 2026
Cannon Wealth Management Services, LLC History Reduced 46,514 1,440 1.02% 1.37% 328 -10,564 -18.51% Q4 2025 Jan 27, 2026
Cadent Capital Advisors, LLC History Reduced 46,112 1,427 0.37% 0.52% 329 -15,724 -25.43% Q4 2025 Jan 13, 2026
J.W. COLE ADVISORS, INC. History Added to 57,079 1,420 0.03% 0.03% 330 +1,737 3.14% Q4 2025 Feb 11, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 45,827 1,418 0.34% 0.36% 331 -133 -0.29% Q4 2025 Feb 02, 2026
KEYNOTE FINANCIAL SERVICES LLC History Added to 45,620 1,412 0.79% 0.33% 332 +28,132 160.86% Q4 2025 Feb 13, 2026
Aventus Investment Advisors, Inc. History Added to 45,631 1,412 1.14% 1.18% 333 +1,943 4.45% Q4 2025 Jan 14, 2026
B. Riley Wealth Advisors, Inc. History Added to 45,466 1,407 0.06% 0.07% 334 +139 0.31% Q4 2025 Feb 17, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 45,210 1,399 0.23% 0.24% 335 +2,301 5.36% Q4 2025 Feb 11, 2026
Quadrature Capital Ltd History Reduced 45,037 1,394 0.01% 0.03% 336 -30,360 -40.27% Q4 2025 Feb 17, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 44,669 1,382 0.01% 0.0% 337 +43,619 4154.19% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History Reduced 44,428 1,375 0.1% 0.13% 338 -7,301 -14.11% Q4 2025 Jan 29, 2026
PINNACLE ASSOCIATES LTD History Reduced 44,133 1,366 0.02% 0.02% 339 -12,489 -22.06% Q4 2025 Feb 05, 2026
Charles Schwab Trust Co History Added to 44,018 1,362 0.09% 0.09% 340 +2,268 5.43% Q4 2025 Jan 09, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 43,846 1,357 0.01% 0.01% 341 -1,023 -2.28% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Added to 43,704 1,353 0.05% 0.05% 342 +758 1.77% Q4 2025 Feb 09, 2026
IFG Advisory, LLC History Reduced 43,630 1,350 0.06% 0.07% 343 -3,468 -7.36% Q4 2025 Feb 10, 2026
Essex Financial Services, Inc. History Reduced 43,260 1,339 0.08% 0.09% 344 -1,879 -4.16% Q4 2025 Feb 10, 2026
SVB WEALTH LLC History Reduced 43,165 1,336 0.08% 0.11% 345 -21,779 -33.54% Q4 2025 Feb 04, 2026
CITY HOLDING CO History Reduced 42,840 1,325 0.16% 0.18% 346 -1,652 -3.71% Q4 2025 Jan 22, 2026
Asset Advisory Group, Inc. History New 42,358 1,311 0.65% — 347 +42,358 New Q4 2025 Feb 12, 2026
GUGGENHEIM CAPITAL LLC History Added to 42,016 1,300 0.01% 0.01% 348 +11,555 37.93% Q4 2025 Feb 17, 2026
ForthRight Wealth Management, LLC History Reduced 41,569 1,286 0.37% 0.57% 349 -20,736 -33.28% Q4 2025 Jan 13, 2026
World Investment Advisors History Added to 41,467 1,283 0.02% 0.02% 350 +10,336 33.2% Q4 2025 Mar 12, 2026
Focus Financial Network, Inc. History Reduced 41,224 1,276 0.04% 0.05% 351 -1,750 -4.07% Q4 2025 Jan 12, 2026
Coordinated Financial Services, Inc. History Added to 41,066 1,271 0.73% 0.46% 352 +18,287 80.28% Q4 2025 Feb 09, 2026
Vines Capital Management, LLC History New 40,837 1,264 1.23% — 353 +40,837 New Q4 2025 Feb 17, 2026
CHESAPEAKE CAPITAL CORP /IL/ History Reduced 40,663 1,258 1.05% 2.37% 354 -42,794 -51.28% Q4 2025 Feb 03, 2026
Tidal Investments LLC History Reduced 40,663 1,258 0.0% 0.01% 355 -42,794 -51.28% Q4 2025 Feb 13, 2026
Alpha Financial Partners, LLC History New 40,488 1,253 0.76% — 356 +40,488 New Q4 2025 Feb 10, 2026
Financial Insights, Inc. History Reduced 40,366 1,249 0.42% 0.57% 357 -14,250 -26.09% Q4 2025 Mar 31, 2026
Yorktown Management & Research Co Inc History Reduced 40,000 1,238 0.99% 1.64% 358 -25,000 -38.46% Q4 2025 Jan 23, 2026
BALANCED WEALTH GROUP LLC History Reduced 38,987 1,237 0.45% 0.59% 359 -4,477 -10.3% Q4 2025 Jan 13, 2026
Etesian Wealth Advisors, Inc. History Reduced 39,839 1,233 0.39% 0.46% 360 -3,951 -9.02% Q4 2025 Feb 11, 2026
Northwest Bancshares, Inc. History Reduced 39,735 1,230 0.24% 0.21% 361 -472 -1.17% Q4 2025 Feb 13, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 39,604 1,226 0.19% 0.23% 362 -4,446 -10.09% Q4 2025 Feb 11, 2026
StoneX Group Inc. History Added to 39,531 1,223 0.05% 0.04% 363 +13,811 53.7% Q4 2025 Feb 12, 2026
FRANKLIN RESOURCES INC History Added to 39,270 1,215 0.0% 0.0% 364 +3,388 9.44% Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History New 38,660 1,196 0.04% — 366 +38,660 New Q4 2025 Feb 13, 2026
Montecito Bank & Trust History Reduced 38,644 1,196 0.19% 0.19% 365 -1,004 -2.53% Q4 2025 Jan 09, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 38,430 1,189 0.07% 0.09% 367 -5,841 -13.19% Q4 2025 Feb 04, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 38,200 1,182 0.2% — 368 +38,200 New Q4 2025 Feb 12, 2026
Thrive Capital Management, LLC History Reduced 37,774 1,169 0.26% 0.37% 370 -7,657 -16.85% Q4 2025 Feb 09, 2026
Merit Financial Group, LLC History Reduced 37,780 1,169 0.01% 0.01% 369 -735 -1.91% Q4 2025 Jan 26, 2026
INVENIO WEALTH PARTNERS LLC History Added to 37,774 1,169 0.43% 0.43% 371 +26 0.07% Q4 2025 Feb 13, 2026
Kovack Advisors, Inc. History Added to 37,735 1,168 0.05% 0.05% 372 +19,487 106.79% Q4 2025 Feb 17, 2026
PFG Investments, LLC History Added to 37,365 1,156 0.05% 0.06% 373 +3,452 10.18% Q4 2025 Jan 26, 2026
PRIMORIS WEALTH ADVISORS, LLC History Added to 37,046 1,146 0.69% 0.74% 374 +150 0.41% Q4 2025 Feb 03, 2026
Texas Bank & Trust Co History Added to 36,902 1,142 0.42% 0.44% 375 +50 0.14% Q4 2025 Feb 06, 2026
HARBOR ADVISORY CORP /MA/ History Reduced 36,886 1,141 0.35% 0.39% 376 -4,737 -11.38% Q4 2025 Feb 06, 2026
New England Private Wealth Advisors LLC History Added to 36,737 1,137 0.14% 0.15% 377 +225 0.62% Q4 2025 Feb 13, 2026
Headlands Technologies LLC History New 36,372 1,126 0.09% — 378 +36,372 New Q4 2025 Feb 13, 2026
Bank of Marin History Added to 36,377 1,126 0.78% 0.76% 379 +2,172 6.35% Q4 2025 Feb 17, 2026
PFG Advisors History Reduced 35,896 1,111 0.05% 0.07% 380 -21,893 -37.88% Q4 2025 Jan 27, 2026
Rockingstone Advisors LLC History Added to 35,762 1,107 0.5% 0.55% 381 +535 1.52% Q4 2025 Jan 28, 2026
Falcon Wealth Planning History Reduced 35,229 1,090 0.09% 0.11% 382 -2,914 -7.64% Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Added to 35,084 1,086 0.02% 0.02% 383 +6,854 24.28% Q4 2025 Jan 16, 2026
Farther Finance Advisors, LLC History Added to 34,863 1,079 0.01% 0.01% 384 +9,590 37.95% Q4 2025 Jan 23, 2026
CMG Global Holdings, LLC History Reduced 34,196 1,075 0.48% 0.61% 385 -5,457 -13.76% Q4 2025 Feb 05, 2026
North Forty Two & Co. History Reduced 34,626 1,072 1.01% 1.14% 386 -2,200 -5.97% Q4 2025 Feb 09, 2026
CGN Advisors LLC History Added to 34,621 1,071 0.08% 0.08% 387 +3,069 9.73% Q4 2025 Jan 05, 2026
Federation des caisses Desjardins du Quebec History Reduced 34,465 1,067 0.0% 0.0% 388 -2,465 -6.67% Q4 2025 Feb 12, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 34,402 1,065 0.11% 0.11% 389 +1,993 6.15% Q4 2025 Jan 27, 2026
Accel Wealth Management History Reduced 34,200 1,058 0.29% 0.36% 390 -5,473 -13.8% Q4 2025 Jan 20, 2026
Excelsior Advisor Network LLC History New 34,061 1,054 0.51% — 391 +34,061 New Q4 2025 Feb 13, 2026
HCR Wealth Advisors History Reduced 34,007 1,052 0.1% 0.13% 392 -4,566 -11.84% Q4 2025 Jan 27, 2026
Blue Trust, Inc. History Added to 33,976 1,051 0.01% 0.01% 393 +2,417 7.66% Q4 2025 Jan 16, 2026
ROMANO BROTHERS AND COMPANY History Reduced 33,871 1,048 0.12% 0.12% 394 -209 -0.61% Q4 2025 Jan 14, 2026
Ipswich Investment Management Co., Inc. History No change 33,864 1,048 0.24% 0.25% 395 0 0.0% Q4 2025 Jan 16, 2026
Realta Investment Advisors History Reduced 33,188 1,027 0.34% 0.35% 396 -396 -1.18% Q4 2025 Jan 20, 2026
Provenance Wealth Advisors, LLC History Added to 33,168 1,026 0.11% 0.13% 397 +1,443 4.55% Q4 2025 Jan 26, 2026
Bowie Capital Management, LLC History Added to 33,000 1,021 0.04% 0.03% 398 +8,000 32.0% Q4 2025 Feb 13, 2026
Orcam Financial Group History Reduced 32,917 1,019 0.76% 0.86% 399 -781 -2.32% Q4 2025 Feb 06, 2026
Meridian Wealth Management, LLC History Added to 32,888 1,018 0.04% 0.03% 400 +4,497 15.84% Q4 2025 Feb 04, 2026
Rosenberg Matthew Hamilton History Added to 32,838 1,016 0.21% 0.22% 401 +195 0.6% Q4 2025 Jan 05, 2026
King Wealth Management Group History Reduced 32,760 1,014 0.12% 0.14% 402 -1,496 -4.37% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History Reduced 32,647 1,010 0.03% 0.03% 403 -1,131 -3.35% Q4 2025 Feb 03, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 32,530 1,007 0.03% 0.04% 404 -16,922 -34.22% Q4 2025 Feb 13, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 32,294 999 0.44% 0.51% 406 -2,771 -7.9% Q4 2025 Jan 29, 2026
CULBERTSON A N & CO INC History Reduced 32,292 999 0.14% 0.15% 405 -300 -0.92% Q4 2025 Jan 21, 2026
Northstar Advisory Group, LLC History Reduced 32,240 998 0.35% 0.43% 407 -813 -2.46% Q4 2025 Jan 15, 2026
Signature Equity Partners, LLC History New 32,182 996 0.55% — 409 +32,182 New Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Reduced 32,178 996 0.05% 0.06% 408 -741 -2.25% Q4 2025 Jan 12, 2026
OLD MISSION CAPITAL LLC History Reduced 32,100 993 0.02% 0.03% 410 -9,716 -23.24% Q4 2025 Feb 17, 2026
Prairiewood Capital, LLC History Added to 32,059 992 0.31% 0.3% 411 +3,817 13.52% Q4 2025 Jan 26, 2026
Crestwood Advisors Group, LLC History Reduced 32,036 991 0.02% 0.02% 412 -1,625 -4.83% Q4 2025 Feb 03, 2026
Calamos Wealth Management LLC History Added to 31,992 990 0.03% 0.01% 413 +20,273 172.99% Q4 2025 Jan 29, 2026
Telos Capital Management, Inc. History Added to 31,915 988 0.09% 0.1% 414 +374 1.19% Q4 2025 Jan 22, 2026
LOM Asset Management Ltd History Added to 31,680 980 0.28% 0.22% 415 +8,690 37.8% Q4 2025 Jan 23, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 31,589 978 0.44% 0.38% 416 +5,990 23.4% Q4 2025 Jan 26, 2026
U.S. Capital Wealth Advisors, LLC History Added to 31,433 973 0.03% 0.02% 417 +11,891 60.85% Q4 2025 Jan 23, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 31,404 972 0.06% 0.04% 418 +14,035 80.8% Q4 2025 Jan 21, 2026
V2 Financial group LLC History Added to 31,421 972 0.48% 0.38% 419 +9,421 42.82% Q4 2025 Jan 21, 2026
Haverford Trust Co History Added to 31,273 968 0.01% 0.01% 420 +2,115 7.25% Q4 2025 Feb 13, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 31,248 967 0.3% 0.32% 421 +525 1.71% Q4 2025 Jan 07, 2026
BOSTON RESEARCH & MANAGEMENT INC History Added to 31,159 964 0.22% 0.1% 422 +17,213 123.43% Q4 2025 Feb 11, 2026
Cassady Wealth & Retirement Planning, LLC History New 31,040 961 0.63% — 423 +31,040 New Q4 2025 Apr 02, 2026
Whalen Wealth Management Inc. History New 30,649 948 0.51% — 424 +30,649 New Q4 2025 Jan 20, 2026
SageView Advisory Group, LLC History Reduced 30,630 948 0.03% 0.06% 425 -23,368 -43.28% Q4 2025 Feb 17, 2026
Colony Family Offices, LLC History Added to 30,565 946 0.24% 0.18% 426 +8,055 35.78% Q4 2025 Jan 22, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 30,555 945 0.69% 0.74% 427 -1,433 -4.48% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 30,376 940 0.06% 0.1% 428 -12,760 -29.58% Q4 2025 Feb 02, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 30,358 939 0.01% 0.03% 429 -38,911 -56.17% Q4 2025 Jan 30, 2026
Ethos Financial Group, LLC History Added to 30,267 937 0.07% 0.06% 430 +4,317 16.64% Q4 2025 Jan 20, 2026
Snowden Capital Advisors LLC History Reduced 30,261 936 0.02% 0.03% 431 -8,231 -21.38% Q4 2025 Feb 17, 2026
Mezzasalma Advisors, LLC History Added to 29,778 930 0.22% 0.13% 433 +13,970 88.37% Q4 2025 Jan 21, 2026
Grandview Asset Management LLC History Reduced 30,044 930 0.26% 0.3% 432 -3,527 -10.51% Q4 2025 Jan 26, 2026
Belpointe Asset Management LLC History Added to 29,951 927 0.03% 0.02% 434 +11,500 62.33% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Reduced 29,432 911 0.08% 0.08% 435 -671 -2.23% Q4 2025 Jan 26, 2026
Orion Porfolio Solutions, LLC History Reduced 29,414 910 0.01% 0.01% 436 -1,296 -4.22% Q4 2025 Feb 12, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 29,137 902 0.06% 0.06% 437 -50 -0.17% Q4 2025 Jan 23, 2026
Investment Advisory Group, LLC History Added to 29,145 902 0.23% 0.25% 438 +34 0.12% Q4 2025 Jan 23, 2026
BROOKS, MOORE & ASSOCIATES, INC. History New 29,100 900 0.44% — 439 +29,100 New Q4 2025 Feb 17, 2026
GWN SECURITIES INC. History Added to 28,828 892 0.18% 0.19% 440 +3,457 13.63% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History Added to 28,769 890 0.01% 0.01% 441 +1,842 6.84% Q4 2025 Jan 13, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 28,164 890 0.06% 0.07% 442 +369 1.33% Q4 2025 Feb 13, 2026
Sage Investment Advisers LLC History New 28,578 884 0.66% — 443 +28,578 New Q4 2025 Feb 10, 2026
Spire Wealth Management History Reduced 28,492 882 0.03% 0.05% 444 -20,021 -41.27% Q4 2025 Jan 14, 2026
SAGE RHINO CAPITAL LLC History Added to 28,388 878 0.17% 0.17% 445 +945 3.44% Q4 2025 Jan 30, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 28,131 870 0.16% 0.12% 448 +9,223 48.78% Q4 2025 Feb 09, 2026
KOM Wealth Management Group, LLC History Added to 28,102 870 0.62% 0.6% 447 +3,071 12.27% Q4 2025 Jan 23, 2026
Wilmington Savings Fund Society, FSB History Reduced 28,104 870 0.02% 0.02% 446 -2,901 -9.36% Q4 2025 Feb 12, 2026
Fiduciary Alliance LLC History Added to 28,093 869 0.06% 0.05% 449 +4,451 18.83% Q4 2025 Jan 22, 2026
William Howard & Co Financial Advisors Inc History Added to 28,092 869 0.73% 0.75% 450 +327 1.18% Q4 2025 Jan 21, 2026
Atlantic Union Bankshares Corp History Added to 27,933 864 0.02% 0.01% 451 +4,500 19.2% Q4 2025 Feb 04, 2026
Prospect Financial Services LLC History Reduced 27,501 851 0.49% 0.58% 453 -4,670 -14.52% Q4 2025 Feb 06, 2026
Advyzon Investment Management, LLC History Added to 27,518 851 0.1% 0.14% 452 +2,071 8.14% Q4 2025 Feb 13, 2026
Sunbelt Securities, Inc. History Reduced 27,479 850 0.06% 0.06% 454 -423 -1.52% Q4 2025 Feb 20, 2026
Bellecapital International Ltd. History No change 27,000 835 0.15% 0.14% 455 0 0.0% Q4 2025 Feb 02, 2026
Caldwell Trust Co History Reduced 26,937 833 0.07% 0.08% 456 -1,469 -5.17% Q4 2025 Jan 30, 2026
Kane Co Wealth Management, Inc. History New 26,803 829 0.73% — 457 +26,803 New Q4 2025 Feb 05, 2026
North Star Investment Management Corp. History Added to 26,719 827 0.05% 0.05% 458 +542 2.07% Q4 2025 Jan 30, 2026
WHITTIER TRUST CO History Reduced 26,158 822 0.01% 0.01% 459 -5,367 -17.02% Q4 2025 Jan 26, 2026
Canandaigua National Trust Co of Florida History Added to 26,389 817 0.51% 0.62% 460 +1,791 7.28% Q4 2025 Jan 30, 2026
Advisors Asset Management, Inc. History Reduced 26,163 810 0.01% 0.01% 461 -475 -1.78% Q4 2025 Feb 12, 2026
Valtrion Capital Management, LLC History Added to 26,071 807 0.8% 0.77% 462 +3,333 14.66% Q4 2025 Feb 11, 2026
McAdam, LLC History Reduced 25,909 802 0.04% 0.04% 463 -1,145 -4.23% Q4 2025 Feb 13, 2026
Resurgent Financial Advisors LLC History Added to 25,882 801 0.4% 0.33% 464 +4,520 21.16% Q4 2025 Feb 12, 2026
Pathstone Holdings, LLC History New 25,848 800 0.0% — 465 +25,848 New Q4 2025 Feb 13, 2026
LongView Wealth Management History Reduced 25,147 795 0.19% 0.22% 466 -227 -0.89% Q4 2025 Jan 13, 2026
Red Spruce Capital, LLC History Added to 25,677 794 0.32% 0.28% 467 +4,190 19.5% Q4 2025 Jan 06, 2026
Vigilare Wealth Management History Reduced 25,494 789 0.27% 0.32% 469 -4,064 -13.75% Q4 2025 Jan 07, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 25,500 789 0.02% 0.02% 468 0 0.0% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 25,448 787 0.0% 0.0% 470 +12,150 91.37% Q4 2025 Feb 10, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Reduced 25,437 787 0.25% 0.38% 471 -11,046 -30.28% Q4 2025 Feb 10, 2026
Independence Bank of Kentucky History Reduced 25,219 780 0.1% 0.12% 472 -3,485 -12.14% Q4 2025 Jan 20, 2026
MINDSET WEALTH MANAGEMENT, LLC History New 25,065 776 0.2% — 473 +25,065 New Q4 2025 Feb 12, 2026
WealthTrust Asset Management, LLC History Added to 25,036 775 0.54% 0.53% 474 +712 2.93% Q4 2025 Feb 04, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 24,961 772 0.22% 0.23% 475 0 0.0% Q4 2025 Feb 04, 2026
Wealthcare Capital Partners, LLC History Added to 24,881 770 0.36% 0.27% 477 +6,319 34.04% Q4 2025 Jan 14, 2026
MMA ASSET MANAGEMENT LLC History Added to 24,903 770 0.27% 0.25% 476 +980 4.1% Q4 2025 Feb 03, 2026
FAS Wealth Partners, Inc. History Added to 24,805 767 0.05% 0.05% 478 +89 0.36% Q4 2025 Feb 18, 2026
O'ROURKE & COMPANY, Inc History Added to 24,274 751 0.29% 0.3% 479 +1,638 7.24% Q4 2025 Jan 28, 2026
CHOREO, LLC History Reduced 24,121 749 0.01% 0.01% 480 -3,894 -13.9% Q4 2025 Jan 23, 2026
Neuberger Berman Group LLC History Added to 24,090 745 0.0% 0.0% 481 +950 4.11% Q4 2025 Feb 13, 2026
OAK FAMILY ADVISORS, LLC History Reduced 24,008 743 0.2% 1.07% 482 -111,752 -82.32% Q4 2025 Feb 03, 2026
AIRE ADVISORS, LLC History Added to 23,683 733 0.13% 0.13% 483 +181 0.77% Q4 2025 Feb 17, 2026
Busey Bank History Reduced 23,575 729 0.02% 0.02% 484 -606 -2.51% Q4 2025 Jan 27, 2026
Invst, LLC History Reduced 23,453 726 0.08% 0.08% 485 -75 -0.32% Q4 2025 Feb 11, 2026
Integris Wealth Management, LLC History Added to 23,056 713 0.16% 0.17% 486 +472 2.09% Q4 2025 Jan 21, 2026
Moors & Cabot, Inc. History Reduced 23,028 712 0.03% 0.03% 487 -144 -0.62% Q4 2025 Feb 10, 2026
Verity Asset Management, Inc. History Reduced 22,854 707 0.3% 0.45% 489 -20,558 -47.36% Q4 2025 Jan 30, 2026
Activest Wealth Management History Added to 22,849 707 0.13% 0.02% 490 +20,000 702.0% Q4 2025 Jan 30, 2026
Jefferies Financial Group Inc. History Added to 22,860 707 0.0% 0.0% 488 +1,000 4.57% Q4 2025 Feb 09, 2026
IEQ CAPITAL, LLC History No change 22,789 705 0.0% 0.0% 491 0 0.0% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Reduced 22,676 702 0.02% 0.04% 492 -10,360 -31.36% Q4 2025 Jan 13, 2026
Penobscot Investment Management Company, Inc. History Added to 22,650 701 0.05% 0.05% 493 +2,500 12.41% Q4 2025 Jan 27, 2026
Breachway Investments LLC History New 22,604 699 0.74% — 494 +22,604 New Q4 2025 Jan 27, 2026
Alpha Omega Wealth Management LLC History Added to 22,553 698 0.12% 0.12% 495 +338 1.52% Q4 2025 Jan 22, 2026
Cornerstone Capital, Inc. History Reduced 22,490 696 0.07% 0.07% 496 -185 -0.82% Q4 2025 Feb 12, 2026
Traynor Capital Management, Inc. History Reduced 22,291 690 0.04% 0.04% 497 -539 -2.36% Q4 2025 Jan 12, 2026
Portfolio Strategies, Inc. History Added to 22,180 686 0.08% 0.08% 498 +1,514 7.33% Q4 2025 Jan 27, 2026
City State Bank History Added to 22,165 686 0.19% 0.19% 499 +1,000 4.72% Q4 2025 Jan 28, 2026
Hillsdale Investment Management Inc. History Added to 22,110 684 0.02% 0.01% 500 +7,530 51.65% Q4 2025 Feb 10, 2026
SONATA CAPITAL GROUP INC History Added to 21,661 670 0.24% 0.25% 501 +45 0.21% Q4 2025 Jan 26, 2026
AE Wealth Management LLC History Added to 21,591 668 0.0% 0.0% 504 +5,431 33.61% Q4 2025 Jan 26, 2026
IHT Wealth Management, LLC History Added to 21,603 668 0.02% 0.02% 503 +1,177 5.76% Q4 2025 Feb 17, 2026
Strategic Financial Partners, Ltd. History Reduced 21,608 668 0.29% 0.32% 505 -188 -0.86% Q4 2025 Feb 11, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV History No change 21,590 668 0.18% 0.2% 502 0 0.0% Q4 2025 Jan 26, 2026
FWL INVESTMENT MANAGEMENT, LLC History Added to 21,525 666 0.16% 0.15% 506 +3,535 19.65% Q4 2025 Feb 17, 2026
KG&L Capital Management,LLC History Added to 21,234 657 0.16% 0.17% 507 +1,379 6.95% Q4 2025 Jan 23, 2026
Sincerus Advisory, LLC History Reduced 21,144 654 0.53% 0.58% 508 -257 -1.2% Q4 2025 Jan 08, 2026
PRINCETON CAPITAL MANAGEMENT LLC History Added to 21,119 653 0.17% 0.16% 509 +2,438 13.05% Q4 2025 Feb 06, 2026
American Capital Advisory, LLC History Reduced 20,996 650 0.28% 0.32% 512 -818 -3.75% Q4 2025 Jan 30, 2026
FCA CORP /TX History Added to 21,005 650 0.18% 0.18% 510 +713 3.51% Q4 2025 Feb 11, 2026
Asset Allocation & Management Company, LLC History No change 21,000 650 0.26% 0.28% 511 0 0.0% Q4 2025 Jan 12, 2026
R.H. Investment Group, LLC History No change 20,900 647 0.54% 0.57% 513 0 0.0% Q4 2025 Jan 16, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 20,893 646 0.06% 0.06% 514 +202 0.98% Q4 2025 Feb 17, 2026
Avidian Wealth Enterprises, LLC History Reduced 20,891 646 0.02% 0.02% 515 -64 -0.31% Q4 2025 Feb 02, 2026
Global Trust Wealth Management LLC History New 20,835 645 0.48% — 516 +20,835 New Q4 2025 Jan 28, 2026
Capital Investment Advisory Services, LLC History Added to 20,827 644 0.05% 0.04% 517 +4,140 24.81% Q4 2025 Jan 21, 2026
Gen-Wealth Partners Inc History Added to 20,727 641 0.21% 0.19% 518 +2,969 16.72% Q4 2025 Feb 13, 2026
KCM INVESTMENT ADVISORS LLC History Added to 20,374 630 0.02% 0.02% 519 +323 1.61% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History Reduced 20,234 626 0.05% 0.05% 520 -257 -1.25% Q4 2025 Feb 13, 2026
Wealthspire Advisors, LLC History Reduced 20,171 624 0.0% 0.0% 521 -1,124 -5.28% Q4 2025 Feb 13, 2026
DOVER ADVISORS, LLC History Reduced 20,147 623 0.24% 0.25% 523 -25 -0.12% Q4 2025 Feb 10, 2026
Texas Yale Capital Corp. History No change 20,131 623 0.02% 0.02% 522 0 0.0% Q4 2025 Feb 10, 2026
Fortitude Family Office, LLC History Added to 20,114 622 0.14% 0.11% 525 +6,754 50.55% Q4 2025 Jan 15, 2026
Richwood Investment Advisors, LLC History Reduced 19,774 622 0.45% 0.5% 524 -614 -3.01% Q4 2025 Feb 12, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 20,042 620 0.36% 0.37% 526 +5 0.02% Q4 2025 Jan 16, 2026
Clientfirst Wealth Management, LLC History Reduced 19,944 617 0.5% 0.54% 528 -1,400 -6.56% Q4 2025 Feb 06, 2026
Sigma Planning Corp History Reduced 19,947 617 0.02% 0.02% 527 -200 -0.99% Q4 2025 Jan 30, 2026
Guidance Point Advisors, LLC History Reduced 19,782 612 0.14% 0.22% 529 -9,506 -32.46% Q4 2025 Feb 11, 2026
MSH Capital Advisors LLC History Added to 19,677 609 0.13% 0.16% 530 +600 3.15% Q4 2025 Feb 09, 2026
EHRLICH FINANCIAL GROUP History Added to 19,398 600 0.34% 0.32% 531 +2,250 13.12% Q4 2025 Jan 06, 2026
CARDIFF PARK ADVISORS, LLC History Added to 19,080 590 0.05% 0.05% 532 +351 1.87% Q4 2025 Feb 17, 2026
BCWM, LLC History Added to 18,928 586 0.18% 0.18% 533 +61 0.32% Q4 2025 Feb 11, 2026
FORTERIS WEALTH MANAGEMENT INC. History New 18,740 580 0.57% — 534 +18,740 New Q4 2025 Jan 26, 2026
Everstar Asset Management, LLC History No change 18,688 578 0.31% 0.33% 535 0 0.0% Q4 2025 Feb 05, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 18,612 576 0.01% 0.01% 536 0 0.0% Q4 2025 Feb 17, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 18,600 575 0.05% 0.05% 537 +1,700 10.06% Q4 2025 Jan 30, 2026
Tiller Private Wealth, Inc. History Added to 18,328 567 0.2% 0.16% 538 +4,068 28.53% Q4 2025 Jan 14, 2026
NORTHERN TRUST CORP History Reduced 18,161 562 0.0% 0.0% 539 -4,255 -18.98% Q4 2025 Feb 17, 2026
FIRST MANHATTAN CO. LLC. History Added to 18,095 560 0.0% 0.0% 540 +350 1.97% Q4 2025 Feb 17, 2026
MONECO ADVISORS, LLC History Reduced 18,118 560 0.04% 0.05% 541 -48 -0.26% Q4 2025 Feb 04, 2026
Western Wealth Management, LLC History Added to 17,992 557 0.03% 0.02% 542 +3,435 23.6% Q4 2025 Feb 05, 2026
VERITY Wealth Advisors History No change 17,878 553 0.34% 0.36% 543 0 0.0% Q4 2025 Jan 07, 2026
Tempus Wealth Planning, LLC History Reduced 17,734 549 0.13% 0.6% 545 -65,518 -78.7% Q4 2025 Jan 16, 2026
Pacific Center for Financial Services History No change 17,363 549 0.14% 0.14% 544 0 0.0% Q4 2025 Feb 17, 2026
STALEY CAPITAL ADVISERS INC History No change 17,500 541 0.02% 0.02% 546 0 0.0% Q4 2025 Feb 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 17,057 539 0.03% 0.03% 547 -2,488 -12.73% Q4 2025 Feb 03, 2026
TRED AVON FAMILY WEALTH, LLC History No change 17,435 539 0.18% 0.19% 548 0 0.0% Q4 2025 Jan 27, 2026
Wharton Business Group, LLC History No change 17,335 536 0.02% 0.02% 549 0 0.0% Q4 2025 Feb 11, 2026
Main Street Financial Solutions, LLC History Reduced 17,297 535 0.04% 0.04% 550 -4,629 -21.11% Q4 2025 Feb 17, 2026
TWO SIGMA SECURITIES, LLC History Reduced 17,271 534 0.07% 0.13% 551 -10,502 -37.81% Q4 2025 Feb 17, 2026
Arete Wealth Advisors, LLC History Reduced 17,246 534 0.03% 0.04% 552 -432 -2.44% Q4 2025 Feb 13, 2026
JT Stratford LLC History Reduced 17,210 532 0.07% 0.47% 553 -94,346 -84.57% Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History Reduced 17,107 530 0.06% 0.07% 554 -2,870 -14.37% Q4 2025 Jan 21, 2026
TPG Advisors LLC History Added to 17,052 527 0.33% 0.26% 556 +4,546 36.35% Q4 2025 Jan 21, 2026
NewEdge Wealth, LLC History Added to 17,034 527 0.01% 0.01% 555 +1,445 9.27% Q4 2025 Feb 03, 2026
Summit Wealth Partners, LLC History Reduced 16,723 517 0.1% 0.1% 557 -1,382 -7.63% Q4 2025 Jan 27, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 16,666 515 0.0% 2.85% 558 -2,731 -14.08% Q4 2025 Feb 17, 2026
Prudent Man Advisors, LLC History Added to 16,620 514 0.19% 0.19% 559 +400 2.47% Q4 2025 Feb 11, 2026
Arax Advisory Partners History New 16,532 511 0.01% — 560 +16,532 New Q4 2025 Feb 13, 2026
SeaCrest Wealth Management, LLC History Added to 16,200 508 0.05% 0.05% 561 +1,407 9.51% Q4 2025 Jan 12, 2026
Willis Johnson & Associates, Inc. History Added to 16,300 504 0.03% 0.03% 562 +309 1.93% Q4 2025 Jan 22, 2026
CRA Financial Services, LLC History Added to 16,269 503 0.07% 0.06% 563 +1,639 11.2% Q4 2025 Jan 16, 2026
BAR HARBOR WEALTH MANAGEMENT History Added to 16,087 498 0.03% 0.03% 564 +1,919 13.54% Q4 2025 Jan 22, 2026
Bragg Financial Advisors, Inc History No change 16,100 498 0.02% 0.02% 565 0 0.0% Q4 2025 Feb 13, 2026
Keystone Financial Group History Reduced 16,047 496 0.04% 0.04% 566 -1,722 -9.69% Q4 2025 Feb 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 16,002 495 0.06% 0.07% 567 -1,519 -8.67% Q4 2025 Feb 13, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 16,010 495 0.07% 0.08% 568 +164 1.03% Q4 2025 Jan 21, 2026
NOVARE CAPITAL MANAGEMENT LLC History New 15,987 494 0.04% — 569 +15,987 New Q4 2025 Feb 05, 2026
Clearstead Advisors, LLC History Added to 15,921 492 0.01% 0.0% 571 +12,728 398.62% Q4 2025 Feb 09, 2026
BANK OF NOVA SCOTIA History No change 15,900 492 0.0% 0.0% 570 0 0.0% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History New 15,822 489 0.04% — 574 +15,822 New Q4 2025 Jan 13, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 15,824 489 0.02% 0.03% 573 -2,015 -11.3% Q4 2025 Feb 09, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 15,790 489 0.27% 0.26% 572 0 0.0% Q4 2025 Jan 15, 2026
EFG International AG History New 15,739 487 0.01% — 575 +15,739 New Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 15,719 486 0.0% — 576 +15,719 New Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 15,420 484 0.01% 0.01% 577 -3,997 -20.59% Q4 2025 Jan 26, 2026
Brick & Kyle, Associates History Reduced 15,586 483 0.17% 0.19% 578 -877 -5.33% Q4 2025 Feb 13, 2026
Entelevest, LLC History New 15,576 482 0.48% — 581 +15,576 New Q4 2025 Feb 11, 2026
Investment Planning Advisors, Inc. History Reduced 15,592 482 0.14% 0.19% 580 -3,948 -20.2% Q4 2025 Jan 20, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 15,592 482 0.01% 0.01% 579 -809 -4.93% Q4 2025 Jan 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 15,552 481 0.01% 0.01% 582 0 0.0% Q4 2025 Jan 27, 2026
FORMULATE FINANCIAL LLC History Reduced 15,395 476 0.56% 0.64% 583 -965 -5.9% Q4 2025 Feb 11, 2026
Dynamic Wealth Strategies, LLC History Reduced 15,359 475 0.28% 0.56% 584 -10,964 -41.65% Q4 2025 Feb 04, 2026
One Capital Management, LLC History Reduced 15,253 472 0.01% 0.02% 585 -332 -2.13% Q4 2025 Feb 10, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 15,137 468 0.1% 0.07% 586 +5,000 49.32% Q4 2025 Jan 26, 2026
Hilltop Holdings Inc. History Reduced 15,018 464 0.03% 0.1% 587 -42,577 -73.92% Q4 2025 Feb 17, 2026
Integrated Wealth Concepts LLC History Reduced 15,013 464 0.01% 0.01% 588 -34,391 -69.61% Q4 2025 Feb 13, 2026
Beck Bode, LLC History Reduced 14,991 464 0.08% 0.08% 589 -131 -0.87% Q4 2025 Feb 09, 2026
Christensen, King & Associates Investment Services, Inc. History Reduced 14,968 463 0.2% 0.2% 590 -59 -0.39% Q4 2025 Jan 22, 2026
Sage Capital Management, LLC History Reduced 14,853 459 0.21% 0.25% 591 -2,606 -14.93% Q4 2025 Jan 15, 2026
UMB Bank, n.a. History Added to 14,743 456 0.01% 0.01% 592 +400 2.79% Q4 2025 Feb 13, 2026
SWEENEY & MICHEL, LLC History Added to 14,339 452 0.13% 0.15% 593 +197 1.39% Q4 2025 Feb 13, 2026
Boreal Capital Management LLC History Reduced 14,597 451 0.34% 1.3% 594 -36,511 -71.44% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Reduced 14,338 443 0.02% 0.02% 595 -660 -4.4% Q4 2025 Feb 13, 2026
Capital Advisors Wealth Management, LLC History Reduced 14,284 442 0.06% 0.1% 597 -8,337 -36.86% Q4 2025 Jan 21, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 14,283 442 0.07% 0.08% 596 +731 5.39% Q4 2025 Feb 03, 2026
Cyndeo Wealth Partners, LLC History Reduced 14,306 442 0.02% 0.03% 598 -27 -0.19% Q4 2025 Jan 07, 2026
Valmark Advisers, Inc. History Reduced 14,223 440 0.01% 0.01% 599 -2,017 -12.42% Q4 2025 Jan 26, 2026
Klingman & Associates, LLC History No change 14,217 440 0.02% 0.02% 600 0 0.0% Q4 2025 Jan 29, 2026
INSTRUMENTAL WEALTH, LLC History Added to 13,883 439 0.26% 0.3% 601 +286 2.1% Q4 2025 Feb 27, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 14,160 438 0.03% 0.02% 602 +7,465 111.5% Q4 2025 Feb 04, 2026
Principle Wealth Partners LLC History Reduced 14,157 438 0.02% 0.03% 603 -20 -0.14% Q4 2025 Feb 06, 2026
Van Hulzen Asset Management, LLC History Reduced 14,137 437 0.03% 0.04% 604 -1,016 -6.7% Q4 2025 Feb 06, 2026
Evolution Wealth Advisors, LLC History No change 14,064 435 0.04% 0.06% 605 0 0.0% Q4 2025 Jan 12, 2026
Quantinno Capital Management LP History Added to 14,036 434 0.0% 0.0% 606 +5,270 60.12% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Added to 14,005 433 0.11% 0.11% 607 +793 6.0% Q4 2025 Feb 10, 2026
Detalus Advisors, LLC History No change 14,009 433 0.11% 0.11% 608 0 0.0% Q4 2025 Feb 03, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 13,972 432 0.03% 0.04% 609 0 0.0% Q4 2025 Jan 07, 2026
AM INVESTMENT STRATEGIES LLC History Added to 13,906 431 0.09% 0.09% 610 +133 0.97% Q4 2025 Feb 05, 2026
Perfromance Wealth Partners, LLC History Reduced 13,903 430 0.01% 0.01% 611 -800 -5.44% Q4 2025 Jan 21, 2026
Rialto Wealth Management, LLC History Added to 13,762 426 0.1% 0.11% 612 +262 1.94% Q4 2025 Jan 12, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 13,700 424 0.05% 0.05% 613 0 0.0% Q4 2025 Feb 03, 2026
AlphaCentric Advisors LLC History New 13,689 423 0.42% — 614 +13,689 New Q4 2025 Feb 12, 2026
BANTA ASSET MANAGEMENT LP History New 13,590 420 0.38% — 615 +13,590 New Q4 2025 Feb 09, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 13,574 420 0.02% 0.02% 616 +549 4.21% Q4 2025 Jan 28, 2026
Gallacher Capital Management LLC History New 13,534 419 0.16% — 617 +13,534 New Q4 2025 Feb 03, 2026
JPMORGAN CHASE & CO History Added to 13,459 416 0.0% 0.0% 618 +2,670 24.75% Q4 2025 Feb 11, 2026
Park Edge Advisors, LLC History Added to 13,295 411 0.09% 0.1% 619 +178 1.36% Q4 2025 Jan 16, 2026
Objective Capital Management, LLC History Reduced 13,183 408 0.42% 0.44% 620 -307 -2.28% Q4 2025 Feb 04, 2026
CIBC WORLD MARKET INC. History Reduced 13,135 406 0.0% 0.0% 621 -5,301 -28.75% Q4 2025 Feb 10, 2026
Balefire, LLC History Added to 13,108 405 0.08% 0.08% 622 +327 2.56% Q4 2025 Jan 12, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 13,030 403 0.08% 0.11% 623 -23 -0.18% Q4 2025 Feb 13, 2026
LJI Wealth Management, LLC History No change 12,970 401 0.06% 0.07% 624 0 0.0% Q4 2025 Feb 03, 2026
Wealth Dimensions Group, Ltd. History Added to 12,930 400 0.08% 0.08% 626 +723 5.92% Q4 2025 Feb 13, 2026
Hexagon Capital Partners LLC History Reduced 12,924 400 0.07% 0.08% 625 -77 -0.59% Q4 2025 Feb 06, 2026
Summit Trail Advisors, LLC History Added to 12,900 399 0.01% 0.0% 627 +5,000 63.29% Q4 2025 Feb 17, 2026
Argyle Capital Partners, LLC History Reduced 12,885 398 0.29% 0.43% 628 -5,900 -31.41% Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Reduced 12,773 395 0.01% 0.01% 629 -1,725 -11.9% Q4 2025 Feb 12, 2026
MGB Wealth Management, LLC History Reduced 12,773 395 0.11% 0.12% 630 -205 -1.58% Q4 2025 Feb 17, 2026
Ranch Capital Advisors Inc. History Added to 12,651 391 0.14% 0.15% 632 +204 1.64% Q4 2025 Feb 05, 2026
SMITH, MOORE & CO. History Added to 12,637 391 0.03% 0.03% 631 +23 0.18% Q4 2025 Jan 23, 2026
CULLEN/FROST BANKERS, INC. History Added to 12,613 390 0.0% 0.0% 633 +1,772 16.35% Q4 2025 Feb 06, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 12,557 388 0.24% 0.25% 635 +335 2.74% Q4 2025 Feb 04, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 12,555 388 0.06% 0.07% 634 0 0.0% Q4 2025 Jan 28, 2026
Douglass Winthrop Advisors, LLC History No change 12,500 387 0.01% 0.01% 636 0 0.0% Q4 2025 Feb 12, 2026
Legacy Wealth Partners, LLC History New 12,471 386 0.1% — 638 +12,471 New Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 12,474 386 0.0% 0.0% 637 +3,811 43.99% Q4 2025 Feb 12, 2026
KICKSTAND VENTURES, LLC. History Added to 12,428 384 0.08% 0.08% 639 +571 4.82% Q4 2025 Jan 29, 2026
Simplicity Wealth,LLC History Reduced 12,398 383 0.02% 0.05% 640 -15,121 -54.95% Q4 2025 Jan 30, 2026
Coastwise Capital Group, LLC History Added to 12,397 383 0.19% 0.24% 641 +1,380 12.53% Q4 2025 Feb 12, 2026
BEACON FINANCIAL GROUP History New 12,354 382 0.04% — 642 +12,354 New Q4 2025 Apr 01, 2026
UNITED BANK History No change 12,313 381 0.05% 0.05% 643 0 0.0% Q4 2025 Feb 13, 2026
Register Financial Advisors LLC History Reduced 12,300 380 0.15% 0.16% 644 -656 -5.06% Q4 2025 Jan 21, 2026
PATTEN & PATTEN INC/TN History Reduced 12,256 379 0.02% 0.03% 645 -2,241 -15.46% Q4 2025 Feb 03, 2026
FIRST NATIONAL BANK OF OMAHA History New 12,188 378 0.01% — 646 +12,188 New Q4 2025 Feb 13, 2026
FWG Holdings, LLC History No change 12,008 378 0.14% 0.16% 647 0 0.0% Q4 2025 Feb 02, 2026
Petix & Botte Co History Reduced 12,192 377 0.09% 0.1% 648 -1,317 -9.75% Q4 2025 Feb 05, 2026
M&T BANK CORP History Added to 12,175 376 0.0% 0.0% 649 +700 6.1% Q4 2025 Jan 30, 2026
TFB Advisors LLC History Reduced 12,164 376 0.11% 0.11% 650 -365 -2.91% Q4 2025 Feb 13, 2026
SEGALL BRYANT & HAMILL, LLC History New 12,102 374 0.01% — 651 +12,102 New Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 12,084 374 0.0% 0.01% 652 -4,088 -25.28% Q4 2025 Jan 21, 2026
LaSalle St. Investment Advisors, LLC History Added to 12,070 373 0.06% 0.06% 654 +1,708 16.48% Q4 2025 Feb 17, 2026
First Heartland Consultants, Inc. History Added to 12,068 373 0.03% 0.03% 653 +167 1.4% Q4 2025 Jan 09, 2026
Cunning Capital Partners, LP History Added to 12,000 372 0.17% 0.15% 655 +1,500 14.29% Q4 2025 Feb 11, 2026
Austin Wealth Management, LLC History Added to 11,847 371 0.05% 0.04% 656 +4,373 58.51% Q4 2025 Jan 26, 2026
GPS Wealth Strategies Group, LLC History Reduced 11,977 370 0.32% 0.05% 657 -1,620 -11.91% Q4 2025 Feb 06, 2026
WULFF, HANSEN & CO. History Reduced 11,800 365 0.31% 0.33% 658 -190 -1.58% Q4 2025 Feb 03, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 11,791 365 0.02% 0.03% 659 0 0.0% Q4 2025 Feb 10, 2026
FMR LLC History Reduced 11,642 360 0.0% 0.0% 660 -246 -2.07% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Reduced 11,606 359 0.01% 0.02% 662 -5,810 -33.36% Q4 2025 Jan 06, 2026
AMES NATIONAL CORP History Reduced 11,625 359 0.21% 0.31% 661 -4,705 -28.81% Q4 2025 Feb 13, 2026
TD Capital Management LLC History Reduced 11,574 358 0.03% 0.03% 663 -258 -2.18% Q4 2025 Feb 26, 2026
NWF Advisory Services Inc. History Added to 11,579 358 0.04% 0.04% 664 +34 0.29% Q4 2025 Mar 03, 2026
Indivisible Partners History New 11,517 356 0.04% — 665 +11,517 New Q4 2025 Feb 03, 2026
Pallas Capital Advisors LLC History No change 11,410 353 0.01% 0.01% 666 0 0.0% Q4 2025 Jan 14, 2026
Dodds Wealth, LLC History Added to 11,331 350 0.09% 0.09% 667 +209 1.88% Q4 2025 Feb 11, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 11,144 348 0.21% 0.2% 668 +197 1.8% Q4 2025 Jan 06, 2026
Compound Planning, Inc. History Added to 11,210 347 0.01% 0.01% 670 +1,023 10.04% Q4 2025 Feb 19, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 11,240 347 0.03% 0.03% 669 +660 6.24% Q4 2025 Feb 12, 2026
Haven Private, LLC History No change 11,200 346 0.15% 0.16% 671 0 0.0% Q4 2025 Feb 12, 2026
BOKF, NA History Reduced 11,114 344 0.01% 0.01% 672 -2,000 -15.25% Q4 2025 Feb 03, 2026
Stone Summit Wealth LLC History Reduced 11,100 343 0.09% 0.19% 673 -10,180 -47.84% Q4 2025 Jan 27, 2026
TD Waterhouse Canada Inc. History No change 11,103 343 0.0% 0.0% 674 0 0.0% Q4 2025 Jan 27, 2026
Inspire Advisors, LLC History Added to 11,038 341 0.03% 0.03% 675 +792 7.73% Q4 2025 Feb 13, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 11,006 340 0.02% 0.02% 676 -1,136 -9.36% Q4 2025 Feb 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 10,876 336 0.01% 0.01% 677 -4,579 -29.63% Q4 2025 Feb 12, 2026
TrueWealth Advisors, LLC History Reduced 10,826 335 0.09% 0.14% 678 -5,846 -35.06% Q4 2025 Jan 07, 2026
CENTRAL TRUST Co History Reduced 10,760 333 0.01% 0.01% 679 -1,241 -10.34% Q4 2025 Feb 02, 2026
SkyOak Wealth, LLC History Reduced 10,748 332 0.06% 0.08% 680 -2,102 -16.36% Q4 2025 Feb 05, 2026
BURNEY CO/ History Reduced 10,702 331 0.01% 0.01% 681 -1,272 -10.62% Q4 2025 Jan 23, 2026
Robbins Farley History Added to 10,677 330 0.15% 0.03% 683 +8,073 310.02% Q4 2025 Jan 23, 2026
SAWGRASS ASSET MANAGEMENT LLC History Reduced 10,684 330 0.04% 0.06% 682 -5,140 -32.48% Q4 2025 Feb 09, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 10,643 329 0.01% 0.01% 685 -4,473 -29.59% Q4 2025 Feb 05, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 10,632 329 0.12% 0.12% 686 +352 3.42% Q4 2025 Jan 13, 2026
FIDUCIARY TRUST CO History No change 10,654 329 0.0% 0.0% 684 0 0.0% Q4 2025 Feb 13, 2026
Edgemoor Investment Advisors, Inc. History Reduced 10,598 328 0.03% 0.03% 687 -185 -1.72% Q4 2025 Feb 10, 2026
Stirlingshire Investments, Inc. History New 10,574 327 0.29% — 688 +10,574 New Q4 2025 Feb 11, 2026
Westfuller Advisors, LLC History Reduced 10,575 327 0.13% 0.17% 689 -1,529 -12.63% Q4 2025 Jan 21, 2026
FLAGSTAR ADVISORS INC History Added to 10,559 326 0.11% 0.09% 690 +1,555 17.27% Q4 2025 Jan 13, 2026
SFMG, LLC History Added to 10,503 325 0.02% 0.02% 691 +467 4.65% Q4 2025 Feb 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History New 10,356 320 0.02% — 692 +10,356 New Q4 2025 Feb 10, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 10,244 317 0.06% 0.06% 693 -1,284 -11.14% Q4 2025 Jan 14, 2026
Savvy Advisors, Inc. History New 10,238 316 0.01% — 694 +10,238 New Q4 2025 Jan 20, 2026
Sound Income Strategies, LLC History Added to 9,913 315 0.01% 0.02% 696 +402 4.23% Q4 2025 Jan 21, 2026
Cypress Capital Group History Added to 10,189 315 0.04% 0.04% 695 +325 3.29% Q4 2025 Feb 11, 2026
Seelaus Asset Management LLC History Added to 10,124 313 0.25% 0.24% 698 +646 6.82% Q4 2025 Feb 04, 2026
Ironwood Financial, llc History Reduced 9,903 313 0.05% 0.06% 697 -171 -1.7% Q4 2025 Jan 15, 2026
ProVise Management Group, LLC History No change 10,054 311 0.02% 0.02% 699 0 0.0% Q4 2025 Jan 29, 2026
GLOBALT Investments LLC / GA History Reduced 10,006 309 0.01% 0.01% 704 -373 -3.59% Q4 2025 Feb 06, 2026
Valeo Financial Advisors, LLC History Reduced 9,982 309 0.01% 0.01% 703 -251 -2.45% Q4 2025 Feb 04, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 9,991 309 0.0% 0.0% 701 -249 -2.43% Q4 2025 Jan 26, 2026
Merrion Investment Management Co, LLC History No change 10,000 309 0.17% 0.18% 700 0 0.0% Q4 2025 Feb 17, 2026
Coyle Financial Counsel LLC History No change 10,000 309 0.07% 0.07% 702 0 0.0% Q4 2025 Feb 10, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 10,000 309 0.04% 0.04% 705 0 0.0% Q4 2025 Feb 10, 2026
Continuum Advisory, LLC History Reduced 9,873 305 0.03% 0.04% 707 -2,780 -21.97% Q4 2025 Feb 11, 2026
STABLEFORD CAPITAL II LLC History Reduced 9,877 305 0.11% 0.13% 706 -1,729 -14.9% Q4 2025 Jan 13, 2026
Raab & Moskowitz Asset Management LLC History Reduced 9,762 302 0.07% 0.1% 708 -4,029 -29.21% Q4 2025 Jan 20, 2026
Traub Capital Management LLC History Reduced 9,784 302 0.29% 0.31% 709 -200 -2.0% Q4 2025 Jan 29, 2026
FIRST MERCHANTS CORP History New 9,705 300 0.01% — 710 +9,705 New Q4 2025 Jan 12, 2026
MONTAG A & ASSOCIATES INC History Reduced 9,716 300 0.01% 0.02% 711 -4,227 -30.32% Q4 2025 Feb 02, 2026
Crescent Grove Advisors, LLC History Added to 9,646 298 0.03% 0.03% 712 +856 9.74% Q4 2025 Feb 11, 2026
Glen Eagle Advisors, LLC History Reduced 9,564 296 0.04% 0.05% 713 -1,530 -13.79% Q4 2025 Feb 13, 2026
High Point Wealth Management, LLC History New 9,558 295 0.28% — 716 +9,558 New Q4 2025 Jan 29, 2026
Betterment LLC History Reduced 9,520 295 0.0% 0.0% 714 -243 -2.49% Q4 2025 Feb 12, 2026
COLUMBIA ADVISORY PARTNERS LLC History Reduced 9,532 295 0.2% 0.21% 715 -112 -1.16% Q4 2025 Jan 22, 2026
Wellington Shields & Co., LLC History Added to 9,525 294 0.07% 0.06% 717 +1,850 24.1% Q4 2025 Feb 09, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 9,464 293 0.01% 0.01% 718 -2,312 -19.63% Q4 2025 Jan 12, 2026
Sowell Financial Services LLC History Reduced 9,473 293 0.01% 0.01% 719 -1,756 -15.64% Q4 2025 Jan 21, 2026
GenWealth Group, Inc. History No change 9,342 293 0.05% 0.05% 720 0 0.0% Q4 2025 Jan 12, 2026
Ameritas Advisory Services, LLC History Reduced 9,317 288 0.01% 0.07% 721 -23,538 -71.64% Q4 2025 Feb 04, 2026
Ancora Advisors LLC History Reduced 9,235 285 0.01% 0.01% 722 -448 -4.63% Q4 2025 Feb 17, 2026
Insight Wealth Partners, LLC History No change 9,187 284 0.04% 0.09% 723 0 0.0% Q4 2025 Feb 17, 2026
Asset One Wealth Management LLC History New 8,996 283 0.04% — 724 +8,996 New Q4 2025 Feb 17, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History New 9,110 282 0.05% — 725 +9,110 New Q4 2025 Jan 27, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 9,110 282 0.08% 0.08% 726 0 0.0% Q4 2025 Jan 28, 2026
Fort Sheridan Advisors LLC History No change 9,064 280 0.04% 0.04% 727 0 0.0% Q4 2025 Feb 10, 2026
Synergy Asset Management, LLC History Reduced 8,980 278 0.03% 0.03% 728 -16,400 -64.62% Q4 2025 Jan 13, 2026
Quantum Financial Advisors, LLC History No change 8,997 278 0.03% 0.03% 729 0 0.0% Q4 2025 Jan 12, 2026
Apollon Financial, LLC History No change 9,000 278 0.04% 0.05% 730 0 0.0% Q4 2025 Jan 22, 2026
McElhenny Sheffield Capital Management, LLC History New 8,905 275 0.07% — 732 +8,905 New Q4 2025 Jan 21, 2026
Weaver Consulting Group History Reduced 8,884 275 0.07% 0.07% 731 -300 -3.27% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 8,861 274 0.0% 0.0% 733 -1,604 -15.33% Q4 2025 Feb 12, 2026
TCI Wealth Advisors, Inc. History Reduced 8,828 273 0.02% 0.02% 734 -941 -9.63% Q4 2025 Feb 02, 2026
NORDEN GROUP LLC History No change 8,839 273 0.03% 0.03% 735 0 0.0% Q4 2025 Jan 13, 2026
Balboa Wealth Partners History Reduced 8,813 272 0.04% 0.05% 738 -333 -3.64% Q4 2025 Jan 16, 2026
MKT Advisors LLC History Reduced 8,700 272 0.09% 0.11% 737 -300 -3.33% Q4 2025 Jan 08, 2026
CFO4Life Group, LLC History Added to 8,814 272 0.04% 0.04% 736 +105 1.21% Q4 2025 Feb 06, 2026
Joel Isaacson & Co., LLC History Reduced 8,762 271 0.01% 0.01% 739 -4,337 -33.11% Q4 2025 Jan 30, 2026
REICON WEALTH ADVISORS, LLC History New 8,735 270 0.2% — 740 +8,735 New Q4 2025 Jan 30, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History New 8,731 270 0.02% — 741 +8,731 New Q4 2025 Jan 20, 2026
180 WEALTH ADVISORS, LLC History No change 8,706 269 0.03% 0.03% 742 0 0.0% Q4 2025 Jan 09, 2026
Old North State Trust, LLC History New 8,614 267 0.16% — 743 +8,614 New Q4 2025 Mar 24, 2026
Jackson Hole Capital Partners, LLC History No change 8,609 266 0.05% 0.05% 744 0 0.0% Q4 2025 Jan 30, 2026
Pines Wealth Management, LLC History Added to 8,566 265 0.09% 0.08% 746 +1,456 20.48% Q4 2025 Feb 02, 2026
LEIGH BALDWIN & CO., LLC History Reduced 8,555 265 0.17% 0.16% 745 -238 -2.71% Q4 2025 Feb 12, 2026
E&G Advisors, LP History Reduced 8,484 262 0.06% 0.07% 747 -600 -6.61% Q4 2025 Jan 23, 2026
Koshinski Asset Management, Inc. History Reduced 8,476 262 0.02% 0.02% 748 -520 -5.78% Q4 2025 Feb 03, 2026
Mallini Complete Financial Planning LLC History Reduced 8,468 262 0.21% 0.22% 749 -93 -1.09% Q4 2025 Jan 06, 2026
ASSOCIATED BANC-CORP History Reduced 8,404 260 0.01% 0.01% 750 -1,953 -18.86% Q4 2025 Feb 06, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 8,423 260 0.03% 0.05% 753 -1,572 -15.73% Q4 2025 Jan 21, 2026
Camarda Financial Advisors, LLC History Reduced 8,420 260 0.1% 0.12% 752 -1,467 -14.84% Q4 2025 Feb 17, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 8,422 260 0.12% 0.12% 754 +128 1.54% Q4 2025 Jan 26, 2026
INGALLS & SNYDER LLC History No change 8,400 260 0.01% 0.01% 751 0 0.0% Q4 2025 Feb 13, 2026
Americana Partners, LLC History Reduced 8,305 257 0.01% 0.01% 755 -849 -9.27% Q4 2025 Feb 06, 2026
Investmark Advisory Group LLC History Reduced 8,297 256 0.11% 0.12% 757 -817 -8.96% Q4 2025 Jan 28, 2026
Wilson & Boucher Capital Management, LLC History No change 8,300 256 0.17% 0.17% 756 0 0.0% Q4 2025 Feb 05, 2026
WEALTH EFFECTS LLC History Reduced 8,268 255 0.08% 0.1% 758 -1,660 -16.72% Q4 2025 Jan 26, 2026
BRASADA CAPITAL MANAGEMENT, LP History New 8,069 252 0.04% — 760 +8,069 New Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Reduced 8,158 252 0.01% 0.01% 759 -120 -1.45% Q4 2025 Jan 20, 2026
Dorsey & Whitney Trust CO LLC History No change 8,000 247 0.01% 0.01% 761 0 0.0% Q4 2025 Feb 11, 2026
Fortis Capital Advisors, LLC History New 7,948 246 0.04% — 762 +7,948 New Q4 2025 Jan 27, 2026
MCDONALD PARTNERS LLC History No change 7,935 245 0.08% 0.07% 763 0 0.0% Q4 2025 Feb 02, 2026
Fisher Asset Management, LLC History New 7,911 244 0.0% — 764 +7,911 New Q4 2025 Feb 09, 2026
Winthrop Advisory Group LLC History No change 7,795 241 0.02% 0.02% 765 0 0.0% Q4 2025 Jan 21, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History New 7,761 240 0.0% — 766 +7,761 New Q4 2025 Feb 06, 2026
CFO CAPITAL MANAGEMENT LLC History New 7,755 240 0.18% — 768 +7,755 New Q4 2025 Mar 02, 2026
VestGen Advisors, LLC History Added to 7,758 240 0.01% 0.01% 767 +158 2.08% Q4 2025 Feb 17, 2026
Bell Bank History No change 7,697 238 0.01% 0.01% 769 0 0.0% Q4 2025 Jan 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 7,658 237 0.0% 0.0% 770 -912 -10.64% Q4 2025 Feb 09, 2026
Midwest Financial Group LLC History No change 7,640 236 0.1% 0.11% 771 0 0.0% Q4 2025 Jan 20, 2026
New Insight Wealth Advisors History No change 7,645 236 0.08% 0.09% 772 0 0.0% Q4 2025 Feb 17, 2026
Wealth Management Associates, Inc. History No change 7,643 236 0.08% 0.09% 773 0 0.0% Q4 2025 Jan 20, 2026
Cumberland Partners Ltd History Added to 7,620 235 0.01% 0.02% 774 +130 1.74% Q4 2025 Feb 06, 2026
C2C Wealth Management, LLC History No change 7,593 235 0.2% 0.21% 775 0 0.0% Q4 2025 Jan 21, 2026
Olde Wealth Management, LLC History Reduced 7,496 232 0.07% 0.07% 776 -11 -0.15% Q4 2025 Feb 12, 2026
HF Advisory Group, LLC History Added to 7,458 230 0.08% 0.08% 777 +215 2.97% Q4 2025 Jan 23, 2026
Axis Wealth Partners, LLC History Reduced 7,434 230 0.13% 0.14% 778 -42 -0.56% Q4 2025 Jan 30, 2026
Ransom Advisory, Ltd History New 7,400 229 0.09% — 781 +7,400 New Q4 2025 Jan 06, 2026
MOSELEY INVESTMENT MANAGEMENT INC History Reduced 7,398 229 0.07% 0.08% 779 -965 -11.54% Q4 2025 Jan 20, 2026
GFS Advisors, LLC History Added to 7,400 229 0.03% 0.03% 780 +200 2.78% Q4 2025 Feb 11, 2026
Argentarii, LLC History New 7,340 227 0.07% — 783 +7,340 New Q4 2025 Jan 13, 2026
Latitude Advisors, LLC History Added to 7,350 227 0.1% 0.09% 782 +904 14.02% Q4 2025 Jan 27, 2026
Wealthstar Advisors, LLC History Reduced 7,330 226 0.1% 0.09% 785 -44 -0.6% Q4 2025 Jan 30, 2026
ALESCO ADVISORS LLC History No change 7,319 226 0.01% 0.01% 784 0 0.0% Q4 2025 Jan 28, 2026
Laurel Wealth Advisors LLC History New 7,290 225 0.03% — 788 +7,290 New Q4 2025 Jan 30, 2026
HANCOCK WHITNEY CORP History Reduced 7,280 225 0.0% 0.01% 786 -2,434 -25.06% Q4 2025 Feb 17, 2026
Symmetry Partners, LLC History Reduced 7,289 225 0.01% 0.03% 787 -1,935 -20.98% Q4 2025 Jan 27, 2026
City Center Advisors, LLC History Reduced 7,222 223 0.21% 0.33% 789 -3,514 -32.73% Q4 2025 Jan 05, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 7,167 221 0.07% 0.09% 790 -1,050 -12.78% Q4 2025 Jan 29, 2026
Journey Advisory Group, LLC History Reduced 7,125 220 0.02% 0.02% 793 -3,100 -30.32% Q4 2025 Jan 27, 2026
Arkfeld Wealth Strategies, L.L.C. History Reduced 7,013 220 0.08% 0.09% 792 -385 -5.2% Q4 2025 Jan 12, 2026
BARRETT & COMPANY, INC. History Added to 7,123 220 0.07% 0.08% 791 +23 0.32% Q4 2025 Jan 28, 2026
Focus Partners Advisor Solutions, LLC History Reduced 7,092 219 0.0% 0.01% 794 -10,507 -59.7% Q4 2025 Feb 11, 2026
Finer Wealth Management, Inc. History Reduced 7,079 219 0.11% 0.14% 795 -1,541 -17.88% Q4 2025 Jan 21, 2026
Smithfield Trust Co History Reduced 6,855 217 0.01% 0.01% 796 -2,034 -22.88% Q4 2025 Feb 09, 2026
SANDERS MORRIS HARRIS LLC History No change 7,017 217 0.34% 0.03% 797 0 0.0% Q4 2025 Jan 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 6,962 215 0.02% 0.04% 801 -11,377 -62.04% Q4 2025 Jan 23, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History Reduced 6,960 215 0.14% 0.16% 798 -2,260 -24.51% Q4 2025 Feb 09, 2026
Triumph Capital Management History Reduced 6,950 215 0.05% 0.06% 800 -102 -1.45% Q4 2025 Feb 12, 2026