PNC FINANCIAL SERVICES GROUP, INC. - PNC

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 454 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
VANGUARD GROUP INC History Added to 38,873,991 8,114,168 0.12% 0.12% 1 +408,464 1.06% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 32,236,254 6,728,673 0.11% 0.11% 2 +387,861 1.22% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 17,319,434 3,615,085 0.12% 0.12% 3 +77,302 0.45% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 15,918,142 3,322,593 0.17% 0.17% 4 -201,717 -1.25% Q4 2025 Feb 17, 2026
Capital International Investors History Added to 11,936,742 2,491,819 0.39% 0.35% 5 +1,101,055 10.16% Q4 2025 Feb 11, 2026
NORGES BANK History New 9,424,039 1,967,079 0.21% — 6 +9,424,039 New Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 8,861,852 1,841,386 0.11% 0.11% 7 +30,078 0.34% Q4 2025 Feb 09, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 8,535,855 1,781,689 0.57% 0.54% 8 -73,129 -0.85% Q4 2025 Jan 22, 2026
FRANKLIN RESOURCES INC History Added to 8,031,778 1,676,473 0.41% 0.4% 9 +71,606 0.9% Q4 2025 Feb 11, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,508,168 1,567,180 0.11% 0.11% 10 -236,406 -3.05% Q4 2025 Feb 17, 2026
VIKING GLOBAL INVESTORS LP History Reduced 7,287,068 1,521,029 4.04% 4.15% 11 -669,698 -8.42% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 5,007,838 1,045,286 0.16% 0.16% 12 +21,554 0.43% Q4 2025 Feb 19, 2026
MORGAN STANLEY History Added to 4,815,394 1,005,117 0.06% 0.06% 13 +180,976 3.91% Q4 2025 Feb 13, 2026
AMERIPRISE FINANCIAL INC History Added to 4,739,407 989,286 0.22% 0.22% 14 +1,600 0.03% Q4 2025 Feb 17, 2026
Aristotle Capital Management, LLC History Reduced 4,306,696 898,950 1.8% 1.76% 15 -234,970 -5.17% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 4,246,577 886,388 0.11% 0.11% 16 -79,660 -1.84% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 4,128,991 861,844 0.45% 0.57% 17 -296,914 -6.71% Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 3,836,936 800,883 0.26% 0.12% 18 +1,994,431 108.25% Q4 2025 Feb 11, 2026
JANUS HENDERSON GROUP PLC History Added to 3,443,447 718,747 0.32% 0.31% 19 +32,310 0.95% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 3,428,060 715,539 0.13% 0.13% 20 +91,765 2.75% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 3,218,702 671,839 0.14% 0.13% 21 +253,842 8.56% Q4 2025 Feb 13, 2026
FEDERATED HERMES, INC. History Added to 2,942,631 614,215 1.03% 1.02% 22 +74,036 2.58% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 2,846,120 594,071 0.1% — 23 +2,846,120 New Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,712,402 566,159 0.07% 0.09% 24 -757,712 -21.84% Q4 2025 Mar 25, 2026
Legal & General Group Plc History Reduced 2,694,530 562,429 0.12% 0.12% 25 -31,895 -1.17% Q4 2025 Feb 09, 2026
Bank of New York Mellon Corp History Added to 2,692,994 562,108 0.1% 0.09% 26 +97,107 3.74% Q4 2025 Feb 10, 2026
Capital Research Global Investors History Reduced 2,629,597 548,898 0.1% 0.1% 27 -137,609 -4.97% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Added to 2,601,151 542,938 0.39% 0.3% 28 +602,197 30.13% Q4 2025 Feb 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 2,523,931 526,820 0.08% 0.08% 29 +26,287 1.05% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 2,360,111 492,625 0.07% 0.03% 30 +1,217,707 106.59% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 2,324,633 486,750 0.15% 0.15% 31 -21,034 -0.9% Q4 2025 Feb 18, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 2,269,008 473,610 0.08% 0.12% 32 -1,216,312 -34.9% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 2,252,993 470,267 0.03% 0.06% 33 -2,967,318 -56.84% Q4 2025 Feb 11, 2026
Clearbridge Investments, LLC History Reduced 2,062,804 430,569 0.34% 0.32% 34 -36,308 -1.73% Q4 2025 Feb 11, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,024,742 422,668 0.09% 0.09% 35 +36,188 1.82% Q4 2025 Feb 12, 2026
PROVIDENT TRUST CO History Reduced 2,024,341 422,540 7.07% 7.09% 36 -90,884 -4.3% Q4 2025 Feb 02, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,789,310 373,475 0.11% 0.11% 37 -47,991 -2.61% Q4 2025 Feb 10, 2026
Nuveen, LLC History Added to 1,764,336 368,269 0.1% 0.09% 38 +23,414 1.34% Q4 2025 Feb 12, 2026
Amundi History Added to 1,740,901 363,378 0.1% 0.09% 39 +290,977 20.07% Q4 2025 Feb 17, 2026
CAPITAL & PLANNING, LLC History No change 1,600 333,968 1.55% 0.2% 40 0 0.0% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 1,531,187 319,604 0.16% 0.18% 41 -253,704 -14.21% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 1,469,922 306,816 0.17% 0.18% 42 +9,279 0.64% Q4 2025 Feb 06, 2026
UBS Group AG History Reduced 1,423,901 297,210 0.05% 0.06% 43 -489,554 -25.58% Q4 2025 Jan 29, 2026
BAHL & GAYNOR INC History Reduced 1,408,668 294,031 1.49% 1.44% 44 -32,607 -2.26% Q4 2025 Feb 12, 2026
Mariner, LLC History Added to 1,369,062 285,791 0.34% 0.28% 45 +296,923 27.69% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 1,260,199 263,097 0.13% 0.14% 46 -37,501 -2.89% Q4 2025 Mar 20, 2026
Neuberger Berman Group LLC History Reduced 1,243,882 259,784 0.19% 0.26% 47 -546,643 -30.53% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 1,242,483 259,343 0.35% 0.33% 48 +39,589 3.29% Q4 2025 Feb 02, 2026
JENNISON ASSOCIATES LLC History Reduced 1,220,014 254,653 0.15% 0.16% 49 -114,615 -8.59% Q4 2025 Jan 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 1,216,358 253,890 0.03% 0.03% 50 -4,533 -0.37% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 1,191,022 248,602 0.42% 0.42% 51 -15,732 -1.3% Q4 2025 Feb 12, 2026
BARCLAYS PLC History Reduced 1,104,499 230,542 0.06% 0.06% 52 -213,368 -16.19% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,095,406 228,644 0.07% 0.03% 53 +592,037 117.61% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Reduced 992,397 207,143 0.21% 0.33% 54 -591,644 -37.35% Q4 2025 Feb 17, 2026
Alecta Tjanstepension Omsesidigt History Added to 981,700 204,880 0.9% 0.76% 55 +136,000 16.08% Q4 2025 Feb 03, 2026
National Pension Service History Reduced 959,119 200,196 0.15% 0.17% 56 -111,470 -10.41% Q4 2025 Feb 10, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 942,811 196,792 0.12% 0.11% 57 -35,592 -3.64% Q4 2025 Jan 23, 2026
CITIGROUP INC History Reduced 912,334 190,431 0.08% 0.09% 58 -131,770 -12.62% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 909,716 189,884 0.05% 0.05% 59 +111,477 13.97% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 897,539 187,343 0.06% 0.07% 60 +49,687 5.86% Q4 2025 Feb 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 880,602 183,808 0.31% 0.06% 61 +709,912 415.91% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 827,993 175,087 0.12% 0.11% 62 +35,091 4.43% Q4 2025 Feb 03, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 817,313 170,597 0.1% 0.11% 63 -135,091 -14.18% Q4 2025 Feb 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Added to 816,994 170,531 0.11% 0.11% 64 +10,008 1.24% Q4 2025 Feb 17, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 797,827 166,532 1.27% 1.26% 65 +13,675 1.74% Q4 2025 Feb 11, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 698,861 163,975 0.07% 0.07% 66 +126,558 22.11% Q4 2025 Feb 10, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 735,385 153,498 0.02% 0.02% 67 +1,124 0.15% Q4 2025 Feb 17, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 728,134 151,983 0.09% 0.09% 68 -2,951 -0.4% Q4 2025 Feb 12, 2026
Focus Partners Wealth History Added to 715,700 149,346 0.17% 0.07% 69 +500,994 233.34% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 695,703 145,214 0.46% 0.46% 70 -20,709 -2.89% Q4 2025 Feb 02, 2026
RHUMBLINE ADVISERS History Reduced 683,701 142,708 0.12% 0.11% 71 -15,811 -2.26% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 676,243 140,795 0.14% 0.18% 72 -229,933 -25.37% Q4 2025 Feb 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 647,371 135,125 0.1% — 73 +647,371 New Q4 2025 Feb 13, 2026
Swedbank AB History Added to 645,848 134,807 0.13% 0.05% 74 +422,830 189.59% Q4 2025 Feb 09, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 634,613 132,462 0.13% 0.13% 75 -8,233 -1.28% Q4 2025 Feb 17, 2026
EQUITY INVESTMENT CORP History Added to 627,233 130,922 2.64% 2.61% 76 +7,600 1.23% Q4 2025 Feb 12, 2026
Artisan Partners Limited Partnership History Added to 624,558 130,363 0.2% 0.17% 77 +21,268 3.53% Q4 2025 Feb 17, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 621,887 129,806 0.08% 0.09% 78 -64,751 -9.43% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 605,690 126,425 0.17% 0.16% 79 -4,100 -0.67% Q4 2025 Feb 12, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 603,176 125,900 2.1% 1.68% 80 +99,322 19.71% Q4 2025 Feb 17, 2026
PFA Pension, Forsikringsaktieselskab History New 587,226 123,939 0.35% — 81 +587,226 New Q4 2025 Feb 02, 2026
Janney Montgomery Scott LLC History Added to 589,368 123,019 0.28% 0.28% 82 +8,860 1.53% Q4 2025 Feb 11, 2026
Tidal Investments LLC History Added to 567,775 118,511 0.28% 0.0% 83 +556,659 5007.73% Q4 2025 Feb 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 540,803 112,881 0.78% 0.76% 84 -33,481 -5.83% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 532,652 111,180 0.13% 0.2% 85 -285,506 -34.9% Q4 2025 Feb 13, 2026
DAVIS SELECTED ADVISERS History Added to 530,089 110,645 0.5% 0.53% 86 +28,272 5.63% Q4 2025 Feb 02, 2026
FIL Ltd History Reduced 511,978 106,865 0.08% 0.12% 87 -257,165 -33.44% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 475,786 99,310 0.14% 0.18% 88 -196,318 -29.21% Q4 2025 Jan 09, 2026
GLENMEDE TRUST CO NA History New 470,275 98,160 0.47% — 89 +470,275 New Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 468,172 97,721 0.33% 0.19% 90 +206,284 78.77% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 449,781 93,882 0.14% 0.08% 91 +210,245 87.77% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 433,772 90,542 0.08% 0.09% 92 -78,542 -15.33% Q4 2025 Feb 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 428,549 89,451 0.19% 0.16% 93 +63,661 17.45% Q4 2025 Feb 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 427,077 89,144 0.04% 0.1% 94 -551,669 -56.36% Q4 2025 Feb 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 403,245 84,169 0.66% — 95 +403,245 New Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Reduced 400,522 83,599 0.08% 0.09% 96 -2,306 -0.57% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 396,685 82,800 0.13% 0.14% 97 -28,813 -6.77% Q4 2025 Feb 13, 2026
IMC-Chicago, LLC History Added to 381,300 79,588 0.03% 0.02% 98 +124,000 48.19% Q4 2025 Jan 29, 2026
HighTower Advisors, LLC History Added to 379,374 79,186 0.09% 0.08% 99 +12,786 3.49% Q4 2025 Feb 06, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 340,307 74,220 0.1% 0.1% 100 +3,378 1.0% Q4 2025 Jan 08, 2026
Holocene Advisors, LP History Reduced 346,362 72,296 0.15% 0.23% 101 -145,223 -29.54% Q4 2025 Feb 17, 2026
ANCHOR CAPITAL ADVISORS LLC History Reduced 339,759 70,917 2.05% 2.01% 102 -5,273 -1.53% Q4 2025 Feb 10, 2026
AVIVA PLC History Added to 331,518 69,197 0.12% 0.11% 103 +17,336 5.52% Q4 2025 Feb 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Added to 328,545 68,577 0.12% 0.11% 104 +4,200 1.29% Q4 2025 Feb 12, 2026
MARSHALL WACE, LLP History Added to 326,600 68,171 0.06% 0.04% 105 +142,271 77.18% Q4 2025 Feb 13, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 324,203 67,671 0.13% 0.13% 106 -218 -0.07% Q4 2025 Jan 30, 2026
Aberdeen Group plc History Reduced 320,720 66,943 0.1% 0.1% 107 -9,222 -2.8% Q4 2025 Jan 16, 2026
&PARTNERS History Added to 318,508 66,499 0.35% 0.37% 108 +31,354 10.92% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 308,848 64,465 0.05% — 109 +308,848 New Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 307,835 64,254 0.15% 0.15% 110 -21,397 -6.5% Q4 2025 Jan 30, 2026
Optiver Holding B.V. History Added to 306,324 63,939 0.02% 0.0% 111 +286,524 1447.09% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 304,346 63,526 0.01% 0.01% 112 +31,510 11.55% Q4 2025 Feb 12, 2026
DANSKE BANK A/S History Added to 296,592 61,907 0.14% 0.13% 113 +46,105 18.41% Q4 2025 Feb 02, 2026
Freestone Grove Partners LP History New 295,635 61,707 0.45% — 114 +295,635 New Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 287,037 59,938 0.1% 0.1% 115 -16,824 -5.54% Q4 2025 Jan 28, 2026
Pictet Asset Management Holding SA History Added to 276,653 57,751 0.06% 0.05% 116 +38,252 16.05% Q4 2025 Jan 29, 2026
BANK OF NOVA SCOTIA History Added to 273,409 57,068 0.08% 0.05% 117 +131,452 92.6% Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Added to 2,630,300 55,944 0.08% 0.08% 118 +2,370,752 913.42% Q4 2025 Mar 09, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Reduced 266,072 55,537 0.05% 0.69% 119 -3,655,883 -93.22% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 264,535 55,228 0.1% 0.12% 120 -137,560 -34.21% Q4 2025 Feb 13, 2026
Cullen Capital Management, LLC History Added to 259,784 54,224 0.59% 0.44% 121 +58,381 28.99% Q4 2025 Feb 13, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 297,032 54,154 0.18% 0.2% 122 -76 -0.03% Q4 2025 Feb 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 257,627 53,769 0.09% 0.07% 123 +52,280 25.46% Q4 2025 Feb 10, 2026
Vest Financial, LLC History Added to 254,686 53,160 0.67% 0.46% 124 +77,963 44.12% Q4 2025 Jan 30, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 252,914 52,790 3.01% 2.88% 125 +3,245 1.3% Q4 2025 Jan 23, 2026
CAMBIAR INVESTORS LLC History Reduced 249,209 52,017 2.32% 2.33% 126 -5,827 -2.28% Q4 2025 Jan 23, 2026
GROUPAMA ASSET MANAGMENT History Reduced 247,656 51,693 0.76% 0.78% 127 -16,254 -6.16% Q4 2025 Feb 27, 2026
WHITTIER TRUST CO History Added to 236,210 51,503 0.56% 0.52% 128 +7,494 3.28% Q4 2025 Jan 26, 2026
US BANCORP \DE\ History Reduced 246,347 51,419 0.06% 0.07% 129 -40,889 -14.24% Q4 2025 Jan 30, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 244,171 50,965 0.02% 0.04% 130 -208,712 -46.09% Q4 2025 Feb 17, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 242,526 50,619 0.05% 0.09% 131 -190,048 -43.93% Q4 2025 Feb 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 241,766 50,463 0.14% 0.12% 132 -8,648 -3.45% Q4 2025 Feb 13, 2026
REGIONS FINANCIAL CORP History Reduced 240,364 50,171 0.32% 0.32% 133 -5,477 -2.23% Q4 2025 Jan 27, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 238,468 49,775 0.08% 0.09% 134 -44,600 -15.76% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 234,105 48,864 0.05% 0.05% 135 +7,667 3.39% Q4 2025 Feb 17, 2026
Interval Partners, LP History Added to 232,466 48,522 0.87% 0.58% 136 +54,701 30.77% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 232,002 48,426 0.07% — 137 +232,002 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 229,671 47,939 0.14% 0.15% 138 -12,152 -5.03% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 228,872 47,805 0.05% 0.09% 139 +50,051 27.99% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 228,730 47,742 0.05% 0.06% 140 -52,862 -18.77% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 226,739 47,346 0.07% 0.07% 141 -31,301 -12.13% Q4 2025 Feb 17, 2026
EASTERN BANK History Reduced 223,837 46,721 0.81% 0.8% 142 -1,395 -0.62% Q4 2025 Jan 14, 2026
NATIXIS ADVISORS, LLC History Reduced 222,293 46,399 0.07% 0.07% 143 -18,537 -7.7% Q4 2025 Feb 10, 2026
Russell Investments Group, Ltd. History Added to 220,288 46,148 0.05% 0.05% 144 +15,300 7.46% Q4 2025 Feb 17, 2026
Rockefeller Capital Management L.P. History Added to 217,518 45,402 0.08% 0.06% 145 +71,433 48.9% Q4 2025 Mar 16, 2026
Empire Life Investments Inc. History Added to 217,119 45,319 2.55% 2.35% 146 +17,418 8.72% Q4 2025 Feb 04, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 216,112 45,109 0.1% 0.11% 147 -16,364 -7.04% Q4 2025 Feb 17, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 207,227 43,810 1.34% 1.34% 148 -45,966 -18.15% Q4 2025 Feb 13, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 209,870 43,806 0.06% 0.0% 149 +192,670 1120.17% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 205,564 42,907 0.12% 0.11% 150 -335 -0.16% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 205,660 42,901 0.19% 0.11% 151 -277,192 -57.41% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 202,986 42,369 0.1% 0.1% 152 +10,057 5.21% Q4 2025 Feb 17, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 199,067 41,551 1.82% 1.71% 153 -836 -0.42% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 198,650 41,464 0.28% — 154 +198,650 New Q4 2025 Feb 05, 2026
Korea Investment CORP History Added to 194,072 40,508 0.08% 0.08% 155 +7,300 3.91% Q4 2025 Feb 13, 2026
Brandywine Global Investment Management, LLC History New 191,289 39,927 0.27% — 156 +191,289 New Q4 2025 Feb 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 191,226 39,916 0.5% 0.52% 157 -9,075 -4.53% Q4 2025 Feb 10, 2026
MATRIX ASSET ADVISORS INC/NY History Added to 191,080 39,884 3.58% 3.55% 158 +668 0.35% Q4 2025 Jan 16, 2026
HANCOCK WHITNEY CORP History Reduced 179,843 37,538 0.68% 0.67% 159 -3,244 -1.77% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 178,448 37,247 0.12% 0.12% 160 -779 -0.43% Q4 2025 Jan 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 176,559 36,853 0.05% 0.05% 161 -12,035 -6.38% Q4 2025 Feb 12, 2026
APG Asset Management N.V. History New 204,135 36,280 0.1% — 162 +204,135 New Q4 2025 Feb 12, 2026
TORONTO DOMINION BANK History Reduced 172,763 36,060 0.05% 0.09% 163 -108,818 -38.65% Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Reduced 168,444 35,695 0.1% 0.1% 164 -1,090 -0.64% Q4 2025 Jan 27, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 170,671 35,624 0.12% 0.13% 165 +1,580 0.93% Q4 2025 Jan 15, 2026
Eurizon Capital SGR S.p.A. History New 168,239 35,124 0.11% — 166 +168,239 New Q4 2025 Feb 10, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 168,195 35,107 0.14% 0.1% 167 +43,309 34.68% Q4 2025 Feb 12, 2026
Treasurer of the State of North Carolina History Reduced 165,560 34,557 0.11% 0.11% 168 -12,096 -6.81% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 161,396 33,688 0.03% 0.0% 169 +148,853 1186.74% Q4 2025 Feb 13, 2026
CONNING INC. History Reduced 161,179 33,642 1.13% 1.11% 170 -5,334 -3.2% Q4 2025 Feb 05, 2026
State of Tennessee, Department of Treasury History Added to 149,936 33,480 0.11% 0.09% 171 +11,796 8.54% Q4 2025 Feb 18, 2026
Quantinno Capital Management LP History Added to 160,190 33,436 0.07% 0.06% 172 +51,449 47.31% Q4 2025 Feb 17, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 159,731 33,340 0.1% 0.1% 173 +1,020 0.64% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 157,941 32,967 0.18% 0.18% 174 +2,277 1.46% Q4 2025 Feb 11, 2026
Candriam S.C.A. History Reduced 156,350 32,636 0.16% 0.19% 175 -22,461 -12.56% Q4 2025 Feb 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 154,880 32,328 0.17% 0.07% 176 +97,928 171.95% Q4 2025 Feb 13, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Added to 154,712 32,293 1.31% 1.24% 177 +4,217 2.8% Q4 2025 Feb 13, 2026
Handelsbanken Fonder AB History Added to 154,661 32,282 0.1% 0.09% 178 +20,256 15.07% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 153,211 31,979 0.08% 0.06% 179 +33,669 28.16% Q4 2025 Feb 13, 2026
Mn Services Vermogensbeheer B.V. History Added to 152,634 31,859 0.2% 0.19% 180 +2,925 1.95% Q4 2025 Jan 15, 2026
Allspring Global Investments Holdings, LLC History Added to 150,376 31,798 0.05% 0.02% 181 +96,016 176.63% Q4 2025 Jan 15, 2026
Modera Wealth Management, LLC History Reduced 151,188 31,557 0.37% 0.36% 182 -1,399 -0.92% Q4 2025 Jan 21, 2026
Aptus Capital Advisors, LLC History Reduced 151,110 31,541 0.23% 0.23% 183 -5,064 -3.24% Q4 2025 Feb 13, 2026
Ruffer LLP History Added to 150,102 31,379 1.43% 1.47% 184 +18,193 13.79% Q4 2025 Jan 28, 2026
Walleye Trading LLC History Added to 148,248 30,943 0.04% 0.03% 185 +46,548 45.77% Q4 2025 Feb 13, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 145,876 30,448 0.29% 0.29% 186 -1,395 -0.95% Q4 2025 Feb 05, 2026
NATIXIS History Added to 145,232 30,314 0.11% 0.12% 187 +18,106 14.24% Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History Added to 144,295 30,118 0.07% 0.06% 188 +36,378 33.71% Q4 2025 Feb 10, 2026
KLP KAPITALFORVALTNING AS History No change 144,147 30,087 0.12% 0.11% 189 0 0.0% Q4 2025 Jan 28, 2026
Midwest Trust Co History Added to 143,404 29,932 0.37% 0.37% 190 +1,992 1.41% Q4 2025 Feb 04, 2026
TD ASSET MANAGEMENT INC History Added to 143,332 29,917 0.02% 0.02% 191 +615 0.43% Q4 2025 Feb 10, 2026
Walleye Capital LLC History Added to 138,972 29,007 0.09% 0.03% 192 +104,172 299.34% Q4 2025 Feb 13, 2026
Kestra Advisory Services, LLC History Added to 138,329 28,873 0.12% 0.12% 193 +10,633 8.33% Q4 2025 Feb 13, 2026
Life Cycle Investment Partners Ltd History New 137,156 28,628 0.2% — 194 +137,156 New Q4 2025 Feb 09, 2026
Border to Coast Pensions Partnership Ltd History No change 136,739 28,594 0.5% 0.48% 195 0 0.0% Q4 2025 Jan 26, 2026
Verition Fund Management LLC History Reduced 136,725 28,538 0.11% 0.17% 196 -62,698 -31.44% Q4 2025 Feb 13, 2026
Mediolanum International Funds Ltd History Added to 134,970 28,486 0.28% 0.0% 197 +133,315 8055.29% Q4 2025 Feb 09, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 135,390 28,259 0.07% 0.07% 198 +192 0.14% Q4 2025 Feb 10, 2026
J. Safra Sarasin Holding AG History Reduced 135,092 28,197 0.46% 0.7% 199 -81,241 -37.55% Q4 2025 Jan 15, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 134,356 28,044 1.36% 1.37% 200 -2,389 -1.75% Q4 2025 Jan 27, 2026
STRS OHIO History Reduced 132,040 27,560 0.1% 0.1% 201 -3,606 -2.66% Q4 2025 Feb 02, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 129,485 27,027 0.13% 0.13% 202 +5,096 4.1% Q4 2025 Feb 12, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History New 128,675 26,858 0.39% — 203 +128,675 New Q4 2025 Apr 10, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 128,671 26,857 0.07% 0.08% 204 -26,942 -17.31% Q4 2025 Feb 17, 2026
Resona Asset Management Co.,Ltd. History Reduced 126,295 26,434 0.13% 0.13% 205 -5,799 -4.39% Q4 2025 Feb 06, 2026
State of New Jersey Common Pension Fund D History Reduced 125,625 26,221 0.09% 0.1% 206 -3,995 -3.08% Q4 2025 Jan 30, 2026
Avalon Trust Co History Reduced 124,210 25,926 1.68% 1.62% 207 -19 -0.02% Q4 2025 Feb 09, 2026
MUFG Securities EMEA plc History Added to 121,077 25,272 0.29% 0.04% 208 +113,539 1506.22% Q4 2025 Feb 10, 2026
D. E. Shaw & Co., Inc. History Reduced 120,227 25,094 0.01% 0.02% 209 -89,825 -42.76% Q4 2025 Feb 17, 2026
GODSEY & GIBB, INC History Added to 119,918 25,030 2.25% 2.11% 210 +838 0.7% Q4 2025 Jan 27, 2026
Rafferty Asset Management, LLC History Reduced 119,631 24,970 0.09% 0.09% 211 -11,436 -8.73% Q4 2025 Feb 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History Added to 114,809 23,964 0.06% 0.01% 212 +101,901 789.44% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Added to 114,359 23,870 0.15% 0.14% 213 +6,856 6.38% Q4 2025 Jan 29, 2026
CWM, LLC History Reduced 113,212 23,631 0.06% 0.08% 214 -15,717 -12.19% Q4 2025 Jan 26, 2026
COMERICA BANK History Reduced 112,778 23,540 0.09% 0.09% 215 -3,728 -3.2% Q4 2025 Jan 29, 2026
Arizona State Retirement System History Reduced 110,670 23,100 0.13% 0.12% 216 -4,850 -4.2% Q4 2025 Jan 28, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 109,256 22,805 0.11% 0.11% 217 -1,600 -1.44% Q4 2025 Jan 29, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 113,181 22,727 0.04% 0.05% 218 +2,600 2.35% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 103,511 22,569 0.47% 0.44% 219 -1,686 -1.6% Q4 2025 Jan 26, 2026
Longaeva Partners L.P. History New 106,306 22,189 1.86% — 220 +106,306 New Q4 2025 Feb 17, 2026
Creative Planning History Added to 105,551 22,031 0.02% 0.02% 221 +1,890 1.82% Q4 2025 Feb 17, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 105,050 21,927 0.22% 0.21% 222 -1,950 -1.82% Q4 2025 Jan 23, 2026
BROWN ADVISORY INC History Added to 103,591 21,622 0.03% 0.03% 223 +1,036 1.01% Q4 2025 Feb 13, 2026
Czech National Bank History Added to 103,407 21,584 0.14% 0.14% 224 +3,388 3.39% Q4 2025 Jan 12, 2026
Man Group plc History Added to 103,355 21,573 0.04% 0.02% 225 +45,483 78.59% Q4 2025 Feb 17, 2026
KBC Group NV History Reduced 102,663 21,429 0.05% 0.05% 226 -2,793 -2.65% Q4 2025 Jan 26, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 102,244 21,341 0.05% 0.04% 227 +8,394 8.94% Q4 2025 Jan 27, 2026
CERTUITY, LLC History Reduced 102,083 21,307 1.34% 1.49% 228 -6,061 -5.6% Q4 2025 Jan 30, 2026
Hudson Bay Capital Management LP History Added to 101,499 21,185 0.07% 0.06% 229 +8,683 9.36% Q4 2025 Feb 13, 2026
Covington Investment Advisors Inc. History Added to 100,196 20,914 2.86% 2.53% 230 +3,976 4.13% Q4 2025 Feb 17, 2026
NFJ INVESTMENT GROUP, LLC History Reduced 99,946 20,861 0.75% 0.71% 231 -3,041 -2.95% Q4 2025 Feb 13, 2026
WASHINGTON TRUST BANK History Reduced 98,316 20,521 1.44% 1.45% 232 -15 -0.02% Q4 2025 Feb 04, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 97,969 20,449 0.07% 0.01% 233 +85,637 694.43% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 96,650 20,173 0.16% 0.16% 234 +119 0.12% Q4 2025 Feb 13, 2026
JGP Wealth Management, LLC History Added to 96,483 20,138 2.1% 2.09% 235 +1,157 1.21% Q4 2025 Jan 12, 2026
SG Americas Securities, LLC History Added to 126,269 19,780 0.03% 0.02% 236 +72,856 136.4% Q4 2025 Jan 09, 2026
River Road Asset Management, LLC History Reduced 94,629 19,751 0.22% 0.22% 237 -4,514 -4.55% Q4 2025 Feb 24, 2026
MetLife Investment Management, LLC History Reduced 94,057 19,632 0.09% 0.09% 238 -3,674 -3.76% Q4 2025 Feb 12, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 92,779 19,365 0.62% 0.64% 239 -718 -0.77% Q4 2025 Jan 12, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 91,664 19,133 0.71% 0.36% 240 +45,514 98.62% Q4 2025 Jan 28, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 91,218 19,039 0.1% 0.1% 241 -3,349 -3.54% Q4 2025 Feb 10, 2026
Vontobel Holding Ltd. History Reduced 90,377 18,864 0.06% 0.06% 242 -335 -0.37% Q4 2025 Feb 13, 2026
Parallax Volatility Advisers, L.P. History Added to 90,236 18,834 0.04% 0.02% 243 +21,777 31.81% Q4 2025 Feb 17, 2026
DekaBank Deutsche Girozentrale History No change 110,525 18,799 0.03% 0.04% 244 0 0.0% Q4 2025 Jan 28, 2026
Sanctuary Advisors, LLC History Reduced 90,009 18,787 0.1% 0.09% 245 -2,172 -2.36% Q4 2025 Jan 29, 2026
JB Capital LLC History Added to 89,263 18,631 0.76% 0.74% 246 +3,896 4.56% Q4 2025 Jan 20, 2026
GROUP ONE TRADING LLC History Added to 89,100 18,597 0.03% 0.03% 247 +13,651 18.09% Q4 2025 Feb 12, 2026
Richard C. Young & CO., LTD. History Added to 89,058 18,589 1.67% 1.58% 248 +4,595 5.44% Q4 2025 Jan 29, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 88,317 18,434 0.06% 0.12% 249 -58,813 -39.97% Q4 2025 Jan 28, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 87,940 18,355 0.11% — 250 +87,940 New Q4 2025 Feb 17, 2026
FORSTA AP-FONDEN History Reduced 85,900 17,929 0.11% 0.1% 251 -1,700 -1.94% Q4 2025 Feb 10, 2026
Employees Provident Fund Board History Reduced 85,500 17,846 0.13% 0.17% 252 -20,500 -19.34% Q4 2025 Mar 03, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 83,968 17,527 0.15% 0.09% 253 +36,627 77.37% Q4 2025 Feb 11, 2026
ProShare Advisors LLC History Added to 83,807 17,493 0.03% 0.03% 254 +4,790 6.06% Q4 2025 Feb 06, 2026
Varma Mutual Pension Insurance Co History New 83,634 17,456 0.11% — 255 +83,634 New Q4 2025 Feb 02, 2026
IFM Investors Pty Ltd History Added to 83,584 17,446 0.15% 0.14% 256 +5,301 6.77% Q4 2025 Feb 12, 2026
Retirement Systems of Alabama History Reduced 83,425 17,413 0.06% 0.06% 257 -581 -0.69% Q4 2025 Jan 15, 2026
Ethic Inc. History Reduced 81,518 17,015 0.26% 0.27% 258 -502 -0.61% Q4 2025 Feb 03, 2026
HUNTINGTON NATIONAL BANK History Reduced 80,403 16,782 0.1% 0.1% 259 -4,949 -5.8% Q4 2025 Feb 09, 2026
DnB Asset Management AS History Added to 80,214 16,743 0.06% 0.06% 260 +2,921 3.78% Q4 2025 Feb 05, 2026
STEPHENS INC /AR/ History Added to 78,238 16,497 0.21% 0.2% 261 +952 1.23% Q4 2025 Feb 05, 2026
Swiss Life Asset Management Ltd History New 78,694 16,425 0.08% — 262 +78,694 New Q4 2025 Feb 04, 2026
SIMPLEX TRADING, LLC History Reduced 78,624 16,411 0.01% 0.01% 263 -7,997 -9.23% Q4 2025 Feb 11, 2026
Smith Salley Wealth Management History Added to 77,959 16,272 0.81% 0.8% 264 +381 0.49% Q4 2025 Jan 27, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 76,995 16,071 0.04% 0.01% 265 +59,183 332.26% Q4 2025 Feb 11, 2026
Lighthouse Investment Partners, LLC History Added to 76,681 16,005 0.48% 0.35% 266 +19,941 35.14% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 75,438 15,746 0.06% — 267 +75,438 New Q4 2025 Feb 13, 2026
SIRIOS CAPITAL MANAGEMENT L P History Added to 74,536 15,557 1.94% 0.63% 268 +50,633 211.83% Q4 2025 Feb 13, 2026
AMALGAMATED BANK History Reduced 74,368 15,523 0.11% 0.11% 269 -680 -0.91% Q4 2025 Feb 05, 2026
Private Advisor Group, LLC History Reduced 73,982 15,442 0.07% 0.08% 270 -2,103 -2.76% Q4 2025 Feb 17, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 73,543 15,351 0.04% 0.04% 271 -619 -0.83% Q4 2025 Feb 05, 2026
ISTHMUS PARTNERS, LLC History Reduced 73,251 15,289 1.7% 3.3% 272 -704 -0.95% Q4 2025 Feb 05, 2026
Estabrook Capital Management History Reduced 71,567 14,938 2.19% 2.13% 273 -1,008 -1.39% Q4 2025 Feb 13, 2026
PINNACLE ASSOCIATES LTD History Added to 70,523 14,720 0.19% 0.18% 274 +2,846 4.21% Q4 2025 Feb 05, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 70,489 14,713 0.04% 0.04% 275 +12,654 21.88% Q4 2025 Jan 26, 2026
GenTrust, LLC History Added to 70,486 14,712 0.63% 0.64% 276 +311 0.44% Q4 2025 Feb 02, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Reduced 70,000 14,611 0.02% 0.09% 277 -172,702 -71.16% Q4 2025 Feb 17, 2026
Vinva Investment Management Ltd History Added to 68,759 14,512 0.18% 0.21% 278 +16,179 30.77% Q4 2025 Feb 17, 2026
Delta Global Management LP History Reduced 69,492 14,505 1.06% 2.88% 279 -125,880 -64.43% Q4 2025 Feb 18, 2026
PRUDENTIAL PLC History Reduced 68,961 14,394 0.11% 0.18% 280 -54,657 -44.21% Q4 2025 Feb 11, 2026
HEARTLAND ADVISORS INC History Added to 68,958 14,393 0.78% 0.72% 281 +1,313 1.94% Q4 2025 Feb 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 68,542 14,307 0.02% 0.02% 282 -5,557 -7.5% Q4 2025 Feb 18, 2026
Boston Trust Walden Corp History Reduced 68,305 14,257 0.11% 0.1% 283 -1,965 -2.8% Q4 2025 Jan 28, 2026
Woodline Partners LP History Added to 66,940 13,972 0.05% 0.05% 284 +14,893 28.61% Q4 2025 Feb 17, 2026
Teamwork Financial Advisors, LLC History New 65,690 13,711 1.38% — 285 +65,690 New Q4 2025 Jan 09, 2026
Atria Investments, Inc History Reduced 65,511 13,674 0.16% 0.15% 286 -1,395 -2.09% Q4 2025 Feb 05, 2026
Utah Retirement Systems History Reduced 65,298 13,629 0.13% 0.13% 287 -53 -0.08% Q4 2025 Feb 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Reduced 64,515 13,466 0.03% 0.04% 288 -4,298 -6.25% Q4 2025 Feb 17, 2026
USS Investment Management Ltd History Added to 64,024 13,363 0.06% 0.06% 289 +130 0.2% Q4 2025 Feb 13, 2026
FIRST HORIZON CORP History Added to 63,602 13,275 0.59% 0.39% 290 +21,996 52.87% Q4 2025 Jan 27, 2026
Daiwa Securities Group Inc. History Added to 63,507 13,256 0.04% 0.04% 291 +1,758 2.85% Q4 2025 Feb 11, 2026
Bogart Wealth, LLC History Reduced 63,481 13,250 0.53% 0.52% 292 -625 -0.97% Q4 2025 Jan 30, 2026
Addenda Capital Inc. History Reduced 62,750 13,097 0.38% 0.38% 293 -944 -1.48% Q4 2025 Jan 22, 2026
DAVIS-REA LTD. History Added to 62,539 13,053 3.27% 2.55% 294 +10,220 19.53% Q4 2025 Jan 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 62,356 13,015 0.05% 0.04% 295 -1,110 -1.75% Q4 2025 Jan 30, 2026
Azimuth Capital Investment Management LLC History Added to 61,981 12,937 0.46% 0.43% 296 +2,439 4.1% Q4 2025 Feb 12, 2026
CIBC WORLD MARKET INC. History Added to 61,567 12,850 0.02% 0.02% 297 +3,380 5.81% Q4 2025 Feb 10, 2026
Channing Capital Management, LLC History Added to 61,284 12,791 0.33% 0.3% 298 +5,232 9.33% Q4 2025 Feb 13, 2026
WESBANCO BANK INC History Added to 61,008 12,734 0.35% 0.33% 299 +1,777 3.0% Q4 2025 Feb 03, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 60,303 12,587 0.1% 0.1% 300 -3,462 -5.43% Q4 2025 Feb 13, 2026
American Assets Investment Management, LLC History No change 60,000 12,523 0.86% 0.89% 301 0 0.0% Q4 2025 Feb 03, 2026
MACKENZIE FINANCIAL CORP History Reduced 59,013 12,430 0.01% 0.04% 302 -110,954 -65.28% Q4 2025 Feb 18, 2026
NEOS Investment Management LLC History Added to 59,119 12,339 0.07% 0.07% 303 +9,896 20.1% Q4 2025 Feb 17, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 58,983 12,311 0.1% — 304 +58,983 New Q4 2025 Feb 11, 2026
XPONANCE LLC History Added to 58,559 12,222 0.09% 0.09% 305 +3,242 5.86% Q4 2025 Feb 12, 2026
Glenview Trust Co History Reduced 58,314 12,171 0.19% 0.19% 306 -1,473 -2.46% Q4 2025 Feb 09, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 57,055 11,909 0.1% 0.1% 307 -421 -0.73% Q4 2025 Feb 05, 2026
Vanguard Personalized Indexing Management, LLC History Added to 56,755 11,846 0.12% 0.11% 308 +1,619 2.94% Q4 2025 Feb 13, 2026
Pallas Capital Advisors LLC History Added to 56,393 11,770 0.39% 0.37% 309 +5,980 11.86% Q4 2025 Jan 14, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 55,212 11,524 0.01% 0.01% 310 +7,845 16.56% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History Added to 54,900 11,459 0.07% 0.04% 311 +27,400 99.64% Q4 2025 Feb 19, 2026
BLAIR WILLIAM & CO/IL History Reduced 54,731 11,423 0.03% 0.03% 312 -1,435 -2.55% Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 54,609 11,398 0.05% — 313 +54,609 New Q4 2025 Feb 12, 2026
HB Wealth Management, LLC History Added to 54,217 11,316 0.07% 0.07% 314 +60 0.11% Q4 2025 Jan 28, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 54,146 11,301 0.09% 0.09% 315 +695 1.3% Q4 2025 Feb 03, 2026
BOURGEON CAPITAL MANAGEMENT LLC History Reduced 54,019 11,275 1.82% 1.97% 316 -214 -0.39% Q4 2025 Jan 15, 2026
PINEBRIDGE INVESTMENTS LLC History New 53,577 11,183 0.08% — 317 +53,577 New Q4 2025 Feb 12, 2026
Wealthfront Advisers LLC History Added to 53,205 11,105 0.02% 0.02% 318 +1,038 1.99% Q4 2025 Jan 30, 2026
Allworth Financial LP History New 53,140 11,091 0.05% — 319 +53,140 New Q4 2025 Feb 05, 2026
Socorro Asset Management LP History Added to 53,072 11,077 4.29% 3.77% 320 +1,042 2.0% Q4 2025 Feb 18, 2026
NICHOLAS COMPANY, INC. History No change 52,950 11,052 0.19% 0.18% 321 0 0.0% Q4 2025 Feb 04, 2026
Rakuten Investment Management, Inc. History Reduced 51,658 10,949 0.04% 0.02% 322 -2,781 -5.11% Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Reduced 52,311 10,918 0.08% 0.08% 323 -310 -0.59% Q4 2025 Feb 12, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 52,306 10,917 0.54% 0.54% 324 -8 -0.02% Q4 2025 Feb 11, 2026
ZEVIN ASSET MANAGEMENT LLC History Added to 51,998 10,853 1.46% 1.03% 325 +16,644 47.08% Q4 2025 Feb 12, 2026
ASSETMARK, INC History Reduced 51,847 10,821 0.02% 0.02% 326 -1,642 -3.07% Q4 2025 Jan 23, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 48,598 10,738 0.12% 0.11% 327 -2,856 -5.55% Q4 2025 Jan 21, 2026
GUGGENHEIM CAPITAL LLC History Added to 50,958 10,636 0.08% 0.07% 328 +2,179 4.47% Q4 2025 Feb 17, 2026
BAILARD, INC. History Added to 50,824 10,608 0.23% 0.22% 329 +272 0.54% Q4 2025 Feb 04, 2026
Merit Financial Group, LLC History Added to 50,635 10,568 0.08% 0.09% 330 +976 1.97% Q4 2025 Jan 26, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 50,407 10,521 0.04% 0.04% 331 -182 -0.36% Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 50,320 10,503 0.23% 0.23% 332 -2,900 -5.45% Q4 2025 Feb 12, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 50,083 10,453 0.05% 0.06% 333 +395 0.79% Q4 2025 Feb 17, 2026
Blue Sparrow, LLC /DE History New 50,000 10,436 0.2% — 334 +50,000 New Q4 2025 Feb 18, 2026
Joel Isaacson & Co., LLC History No change 49,357 10,302 0.34% 0.36% 335 0 0.0% Q4 2025 Jan 30, 2026
Waverly Advisors, LLC History Added to 49,252 10,280 0.08% 0.04% 336 +27,939 131.09% Q4 2025 Feb 17, 2026
Focus Partners Advisor Solutions, LLC History Added to 49,094 10,247 0.13% 0.07% 337 +17,835 57.06% Q4 2025 Feb 11, 2026
South Dakota Investment Council History Added to 48,964 10,220 0.19% 0.19% 338 +1,300 2.73% Q4 2025 Feb 12, 2026
Robeco Institutional Asset Management B.V. History Reduced 48,736 10,172 0.01% 0.02% 339 -7,280 -13.0% Q4 2025 Jan 23, 2026
Covea Finance History Added to 48,600 10,144 0.33% 0.22% 340 +16,600 51.88% Q4 2025 Jan 07, 2026
Crossmark Global Holdings, Inc. History Reduced 47,758 9,968 0.14% 0.15% 341 -3,689 -7.17% Q4 2025 Feb 03, 2026
FIRST MANHATTAN CO. LLC. History Reduced 47,530 9,921 0.03% 0.03% 342 -1,394 -2.85% Q4 2025 Feb 17, 2026
First American Bank History Reduced 47,279 9,868 0.6% 0.6% 343 -503 -1.05% Q4 2025 Jan 20, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 47,192 9,850 0.12% 0.09% 344 +6,173 15.05% Q4 2025 Feb 02, 2026
F/m Investments LLC History Reduced 46,362 9,677 0.37% 0.45% 345 -11,725 -20.19% Q4 2025 Feb 03, 2026
ASR Vermogensbeheer N.V. History Reduced 46,080 9,618 0.11% 0.11% 346 -404 -0.87% Q4 2025 Feb 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 45,717 9,554 0.02% 0.01% 347 +20,347 80.2% Q4 2025 Feb 05, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 45,369 9,469 0.11% 0.11% 348 +979 2.21% Q4 2025 Feb 02, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 45,214 9,437 0.14% 0.16% 349 +7,258 19.12% Q4 2025 Feb 06, 2026
OP Asset Management Ltd History Added to 45,033 9,399 0.11% 0.12% 350 +308 0.69% Q4 2025 Apr 21, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 44,928 9,377 0.12% 0.12% 351 -143 -0.32% Q4 2025 Feb 04, 2026
CUTLER INVESTMENT COUNSEL LLC History Reduced 44,546 9,297 0.97% 0.97% 352 -1,438 -3.13% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Added to 44,522 9,293 0.11% 0.09% 353 +8,306 22.93% Q4 2025 Jan 20, 2026
Generali Asset Management SPA SGR History Reduced 44,390 9,265 0.19% 0.19% 354 -395 -0.88% Q4 2025 Feb 03, 2026
Capital International, Inc./CA/ History Added to 43,914 9,166 0.07% 0.05% 355 +12,173 38.35% Q4 2025 Feb 11, 2026
Prospera Financial Services Inc History Reduced 43,806 9,145 0.15% 0.17% 356 -6,243 -12.47% Q4 2025 Feb 09, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 43,066 8,989 0.42% 0.49% 357 -5,820 -11.91% Q4 2025 Feb 11, 2026
COMMERCE BANK History Reduced 42,870 8,948 0.05% 0.06% 358 -14,844 -25.72% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 42,607 8,893 0.05% 0.05% 359 +68 0.16% Q4 2025 Jan 12, 2026
Northside Capital Management, LLC History Added to 42,412 8,852 0.77% 0.51% 360 +14,438 51.61% Q4 2025 Jan 07, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 42,110 8,789 0.09% 0.09% 361 -579 -1.36% Q4 2025 Feb 10, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 41,715 8,741 0.01% 0.01% 362 +1,843 4.62% Q4 2025 Jan 08, 2026
Canada Post Corp Registered Pension Plan History Reduced 41,354 8,631 0.33% 0.46% 363 -10,220 -19.82% Q4 2025 Feb 05, 2026
MANNING & NAPIER ADVISORS LLC History Added to 40,724 8,595 0.11% 0.1% 364 +906 2.28% Q4 2025 Feb 03, 2026
B. Metzler seel. Sohn & Co. AG History Added to 39,341 8,228 0.07% 0.07% 365 +1,178 3.09% Q4 2025 Jan 28, 2026
VAN ECK ASSOCIATES CORP History Added to 39,347 8,213 0.01% 0.01% 366 +156 0.4% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 38,937 8,127 0.09% 0.09% 367 -3,410 -8.05% Q4 2025 Jan 23, 2026
Cresset Asset Management, LLC History Added to 38,689 8,075 0.03% 0.03% 368 +1,402 3.76% Q4 2025 Feb 17, 2026
Community Financial Services Group, LLC History Reduced 38,544 8,045 1.48% 1.43% 369 -196 -0.51% Q4 2025 Jan 15, 2026
STOCK YARDS BANK & TRUST CO History Reduced 38,516 8,039 0.25% 0.25% 370 -684 -1.74% Q4 2025 Jan 21, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 38,469 8,030 0.12% 0.12% 371 -2,137 -5.26% Q4 2025 Feb 09, 2026
Point72 Asset Management, L.P. History Added to 38,047 7,941 0.01% 0.0% 372 +30,047 375.59% Q4 2025 Feb 17, 2026
Pacer Advisors, Inc. History Reduced 37,960 7,923 0.02% 0.02% 373 -3,310 -8.02% Q4 2025 Feb 24, 2026
Osmosis Investment Management UK Ltd History New 37,906 7,912 0.2% — 374 +37,906 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 37,761 7,881 0.01% 0.02% 375 -20,039 -34.67% Q4 2025 Feb 17, 2026
HARVEY INVESTMENT CO LLC History No change 37,342 7,794 0.83% 0.8% 376 0 0.0% Q4 2025 Jan 22, 2026
FourThought Financial Partners, LLC History Added to 36,613 7,642 0.65% 0.61% 377 +1,863 5.36% Q4 2025 Feb 06, 2026
INTACT INVESTMENT MANAGEMENT INC. History New 36,300 7,576 0.22% — 378 +36,300 New Q4 2025 Feb 02, 2026
Quadrant Private Wealth Management, LLC History Reduced 36,233 7,562 1.24% 1.41% 379 -2,162 -5.63% Q4 2025 Jan 26, 2026
Telos Capital Management, Inc. History Reduced 36,204 7,556 0.7% 0.7% 380 -15 -0.04% Q4 2025 Jan 22, 2026
Capital Group Private Client Services, Inc. History Reduced 35,718 7,455 0.12% 0.12% 381 -1,101 -2.99% Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Added to 35,656 7,442 0.32% 0.28% 382 +3,374 10.45% Q4 2025 Feb 10, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 35,312 7,370 0.01% 0.02% 383 -46,261 -56.71% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 35,218 7,351 0.0% 0.01% 384 -6,779 -16.14% Q4 2025 Feb 10, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 35,021 7,309 0.19% 0.18% 385 -417 -1.18% Q4 2025 Jan 07, 2026
Ensign Peak Advisors, Inc History Reduced 34,866 7,277 0.01% 0.03% 386 -43,403 -55.45% Q4 2025 Feb 12, 2026
Strategic Planning, Inc. History Reduced 34,491 7,199 3.88% 4.05% 387 -329 -0.94% Q4 2025 Feb 18, 2026
Argyle Capital Management, LLC History No change 34,425 7,185 2.4% 2.39% 388 0 0.0% Q4 2025 Jan 29, 2026
Vestmark Advisory Solutions, Inc. History Added to 34,422 7,184 0.1% 0.04% 389 +23,012 201.68% Q4 2025 Feb 06, 2026
DEAN INVESTMENT ASSOCIATES, LLC History Reduced 33,935 7,083 1.01% 0.99% 390 -1,366 -3.87% Q4 2025 Feb 17, 2026
SevenBridge Financial Group, LLC History Added to 31,906 7,043 1.13% 0.97% 391 +293 0.93% Q4 2025 Feb 02, 2026
Sky Investment Group LLC History Added to 33,660 7,025 1.16% 1.11% 392 +685 2.08% Q4 2025 Jan 14, 2026
PARTHENON LLC History No change 33,424 6,976 0.75% 0.74% 393 0 0.0% Q4 2025 Jan 23, 2026
Ellsworth Advisors, LLC History Added to 32,358 6,958 1.38% 1.18% 394 +1,896 6.22% Q4 2025 Jan 16, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Added to 33,237 6,937 0.87% 0.85% 395 +1,448 4.56% Q4 2025 Jan 14, 2026
Baker Avenue Asset Management, LP History Added to 32,957 6,879 0.16% 0.15% 396 +1,804 5.79% Q4 2025 Feb 10, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 32,803 6,846 0.45% 0.44% 397 -388 -1.17% Q4 2025 Jan 27, 2026
Siemens Fonds Invest GmbH History Added to 32,013 6,756 0.36% 0.31% 398 +3,683 13.0% Q4 2025 Feb 17, 2026
Prime Capital Investment Advisors, LLC History Reduced 32,328 6,747 0.08% 0.08% 399 -332 -1.02% Q4 2025 Jan 21, 2026
BNC WEALTH MANAGEMENT, LLC History New 32,171 6,715 1.72% — 400 +32,171 New Q4 2025 Jan 22, 2026
Elo Mutual Pension Insurance Co History Added to 32,100 6,700 0.1% 0.1% 401 +1,784 5.88% Q4 2025 Feb 12, 2026
Investment Management Corp of Ontario History Added to 31,843 6,646 0.09% 0.06% 402 +13,251 71.27% Q4 2025 Feb 17, 2026
ALLSTATE CORP History Added to 31,744 6,625 0.09% 0.07% 403 +16,774 112.05% Q4 2025 Feb 09, 2026
MAI Capital Management History Added to 31,744 6,625 0.04% 0.03% 404 +9,137 40.42% Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Added to 31,732 6,623 0.38% 0.38% 405 +405 1.29% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 31,668 6,610 0.12% 0.12% 406 +1,599 5.32% Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History Added to 31,419 6,558 0.17% 0.17% 407 +991 3.26% Q4 2025 Feb 17, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 31,075 6,486 0.05% 0.05% 408 0 0.0% Q4 2025 Jan 29, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 30,977 6,465 0.01% 87.32% 409 -62,623 -66.9% Q4 2025 Feb 17, 2026
Harvest Portfolios Group Inc. History Reduced 30,593 6,385 0.11% 0.12% 410 -1,419 -4.43% Q4 2025 Feb 06, 2026
NewEdge Advisors, LLC History Added to 30,156 6,294 0.02% 0.03% 411 +2,460 8.88% Q4 2025 Feb 18, 2026
Avanza Fonder AB History Reduced 30,150 6,293 0.16% 0.16% 412 -354 -1.16% Q4 2025 Jan 12, 2026
SCOTIA CAPITAL INC. History Added to 29,787 6,217 0.03% 0.02% 413 +2,092 7.55% Q4 2025 Feb 12, 2026
Bridgewater Associates, LP History Reduced 29,441 6,145 0.02% 0.07% 414 -54,701 -65.01% Q4 2025 Feb 13, 2026
Benin Management CORP History Reduced 29,059 6,065 1.35% 1.39% 415 -101 -0.35% Q4 2025 Jan 12, 2026
Independent Advisor Alliance History Added to 29,052 6,064 0.15% 0.14% 416 +2,599 9.82% Q4 2025 Feb 04, 2026
Fisher Funds Management LTD History No change 28,263 5,927 0.15% 0.15% 417 0 0.0% Q4 2025 Jan 26, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 28,276 5,902 0.25% 0.24% 418 +16 0.06% Q4 2025 Feb 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 28,157 5,877 0.02% 0.02% 419 +513 1.86% Q4 2025 Feb 06, 2026
MGO ONE SEVEN LLC History Added to 27,908 5,825 0.12% 0.13% 420 +368 1.34% Q4 2025 Feb 03, 2026
Oliver Luxxe Assets LLC History Added to 27,761 5,794 0.88% 0.85% 421 +882 3.28% Q4 2025 Jan 08, 2026
Clearstead Advisors, LLC History Reduced 27,604 5,761 0.07% 0.07% 422 -340 -1.22% Q4 2025 Feb 09, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 27,016 5,639 0.24% 0.12% 423 +14,200 110.8% Q4 2025 Feb 17, 2026
Fifth Third Wealth Advisors LLC History Reduced 26,914 5,617 0.2% 0.21% 424 -844 -3.04% Q4 2025 Jan 15, 2026
BESSEMER GROUP INC History Reduced 26,676 5,568 0.01% 0.01% 425 -462 -1.7% Q4 2025 Feb 05, 2026
Andra AP-fonden History Added to 26,400 5,510 0.07% 0.06% 427 +1,500 6.02% Q4 2025 Feb 12, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 26,398 5,510 0.52% 0.53% 426 -474 -1.76% Q4 2025 Feb 17, 2026
MIZUHO SECURITIES USA LLC History Reduced 28,554 5,445 0.09% 0.12% 428 -128 -0.45% Q4 2025 Feb 09, 2026
Apollon Wealth Management, LLC History Added to 25,407 5,303 0.09% 0.09% 429 +606 2.44% Q4 2025 Jan 22, 2026
Caprock Group, LLC History Added to 25,308 5,282 0.11% 0.11% 430 +4,285 20.38% Q4 2025 Jan 28, 2026
BENJAMIN EDWARDS INC History Added to 25,073 5,234 0.06% 0.06% 431 +310 1.25% Q4 2025 Feb 02, 2026
FULTON BANK, N.A. History Added to 24,971 5,212 0.18% 0.17% 432 +882 3.66% Q4 2025 Jan 08, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 24,915 5,200 0.11% 0.12% 433 -1,811 -6.78% Q4 2025 Feb 05, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 24,864 5,189 0.33% 0.33% 434 +172 0.7% Q4 2025 Feb 04, 2026
HBK Sorce Advisory LLC History Reduced 21,396 5,188 0.12% 0.1% 435 -30 -0.14% Q4 2025 Feb 09, 2026
Kentucky Retirement Systems History No change 24,808 5,178 0.14% 0.14% 436 0 0.0% Q4 2025 Feb 10, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 24,602 5,135 0.67% 0.65% 437 -358 -1.43% Q4 2025 Feb 13, 2026
LEUTHOLD GROUP, LLC History Added to 24,169 5,044 0.54% 0.53% 438 +190 0.79% Q4 2025 Feb 05, 2026
ADVISORTRUST PARTNERS, LLC History New 24,039 5,017 2.2% — 439 +24,039 New Q4 2025 Mar 10, 2026
Smithfield Trust Co History Added to 24,097 5,006 0.22% 0.18% 440 +4,123 20.64% Q4 2025 Feb 09, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 23,884 4,985 0.04% 0.07% 441 -16,919 -41.47% Q4 2025 Feb 10, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 23,884 4,985 0.15% 0.16% 442 -179 -0.74% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Reduced 23,850 4,978 0.21% 0.29% 443 -5,619 -19.07% Q4 2025 Jan 28, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Added to 23,727 4,953 3.45% 2.05% 444 +8,818 59.15% Q4 2025 Feb 05, 2026
Advisors Capital Management, LLC History Added to 23,733 4,953 0.06% 0.06% 445 +1,413 6.33% Q4 2025 Jan 29, 2026
AustralianSuper Pty Ltd History No change 23,718 4,950 0.02% 0.02% 446 0 0.0% Q4 2025 Feb 05, 2026
Wealth Advisors of Tampa Bay, LLC History Added to 23,690 4,944 1.71% 1.54% 447 +625 2.71% Q4 2025 Feb 09, 2026
Principle Wealth Partners LLC History Reduced 23,646 4,935 0.28% 0.28% 448 -352 -1.47% Q4 2025 Feb 06, 2026
PARK NATIONAL CORP /OH/ History Reduced 23,474 4,899 0.15% 0.15% 449 -708 -2.93% Q4 2025 Jan 05, 2026
Williams Jones Wealth Management, LLC. History Added to 23,252 4,853 0.05% 0.05% 450 +50 0.22% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 23,183 4,838 0.1% — 451 +23,183 New Q4 2025 Feb 17, 2026
Wilmington Savings Fund Society, FSB History Reduced 23,065 4,814 0.11% 0.11% 452 -238 -1.02% Q4 2025 Feb 12, 2026
Delta Accumulation, LLC History Reduced 19,001 4,800 0.18% 0.27% 454 -4,208 -18.13% Q4 2025 Feb 05, 2026
Bayview Asset Management, LLC History Reduced 23,000 4,800 1.11% 1.33% 453 -4,000 -14.81% Q4 2025 Feb 13, 2026
LOOMIS SAYLES & CO L P History Added to 22,825 4,764 0.01% 0.0% 455 +22,035 2789.24% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History Reduced 22,879 4,739 0.06% 0.09% 456 -10,707 -31.88% Q4 2025 Feb 02, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 22,601 4,717 0.14% 0.14% 457 -467 -2.02% Q4 2025 Feb 04, 2026
180 WEALTH ADVISORS, LLC History Reduced 22,579 4,712 0.54% 0.63% 458 -3,147 -12.23% Q4 2025 Jan 09, 2026
MOTCO History Reduced 22,416 4,678 0.42% 0.42% 459 -335 -1.47% Q4 2025 Feb 06, 2026
Norinchukin Bank, The History Added to 22,285 4,651 0.05% 0.06% 460 +1,083 5.11% Q4 2025 Feb 17, 2026
BNP PARIBAS History New 22,237 4,642 0.13% — 461 +22,237 New Q4 2025 Feb 10, 2026
Garton & Associates Financial Advisors LLC History New 22,056 4,603 2.58% — 462 +22,056 New Q4 2025 Feb 18, 2026
BLB&B Advisors, LLC History Reduced 21,910 4,573 0.19% 0.19% 463 -54 -0.25% Q4 2025 Jan 26, 2026
NewEdge Wealth, LLC History Added to 21,826 4,555 0.05% 0.05% 464 +2,832 14.91% Q4 2025 Feb 03, 2026
Twin Tree Management, LP History Added to 21,700 4,529 0.04% 0.01% 465 +9,773 81.94% Q4 2025 Feb 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 21,584 4,505 0.06% 0.06% 466 +419 1.98% Q4 2025 Jan 29, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 21,440 4,475 0.59% 0.56% 467 0 0.0% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History No change 21,400 4,467 0.01% 0.01% 468 0 0.0% Q4 2025 Feb 06, 2026
Chronos Wealth Management, LLC History Added to 21,340 4,454 2.06% 2.09% 469 +158 0.75% Q4 2025 Jan 23, 2026
AlphaQuest LLC History Reduced 20,955 4,373 0.24% 0.38% 470 -8,354 -28.5% Q4 2025 Feb 09, 2026
Larson Financial Group LLC History Added to 20,667 4,313 0.14% 0.14% 471 +357 1.76% Q4 2025 Feb 06, 2026
Heritage Trust Co History Added to 20,574 4,294 0.44% 0.4% 472 +1,558 8.19% Q4 2025 Feb 10, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 20,465 4,271 0.12% 0.12% 473 -104 -0.51% Q4 2025 Jan 12, 2026
Louisiana State Employees Retirement System History Reduced 20,000 4,174 0.07% 0.07% 475 -700 -3.38% Q4 2025 Jan 16, 2026
RBF Capital, LLC History No change 20,000 4,174 0.19% 0.18% 474 0 0.0% Q4 2025 Feb 17, 2026
Gulf International Bank (UK) Ltd History No change 19,972 4,169 0.14% 0.13% 476 0 0.0% Q4 2025 Feb 10, 2026
NOVEM GROUP History Reduced 19,922 4,158 0.48% 0.47% 477 -27 -0.14% Q4 2025 Jan 27, 2026
First Bank & Trust History Added to 19,871 4,147 0.68% 0.67% 478 +128 0.65% Q4 2025 Jan 12, 2026
StoneX Group Inc. History Added to 19,810 4,136 0.18% 0.13% 479 +5,339 36.89% Q4 2025 Feb 12, 2026
Maryland State Retirement & Pension System History No change 19,813 4,135 0.09% 0.08% 480 0 0.0% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 19,771 4,126 0.08% 0.08% 481 -882 -4.27% Q4 2025 Feb 04, 2026
Sequoia Financial Advisors, LLC History Added to 19,661 4,103 0.02% 0.02% 482 +2,058 11.69% Q4 2025 Feb 03, 2026
HAMEL ASSOCIATES, INC. History Added to 19,614 4,094 1.23% 1.1% 483 +1,825 10.26% Q4 2025 Feb 11, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 19,425 4,054 2.2% 2.09% 484 +887 4.78% Q4 2025 Jan 28, 2026
Rhino Investment Partners, Inc History Reduced 19,261 4,020 1.14% 1.57% 485 -5,500 -22.21% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History Reduced 19,256 4,019 0.12% 0.13% 486 -1,405 -6.8% Q4 2025 Feb 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 19,225 4,012 0.05% 0.05% 487 +1,182 6.55% Q4 2025 Jan 30, 2026
Florida Trust Wealth Management Co History Reduced 19,161 3,999 0.11% 0.11% 488 -73 -0.38% Q4 2025 Jan 20, 2026
Metis Global Partners, LLC History Reduced 18,736 3,910 0.09% 0.09% 489 -480 -2.5% Q4 2025 Feb 11, 2026
Global Retirement Partners, LLC History Added to 18,690 3,901 0.07% 0.06% 490 +5,473 41.41% Q4 2025 Feb 06, 2026
Kingsview Wealth Management, LLC History Added to 18,269 3,813 0.05% 0.06% 491 +273 1.52% Q4 2025 Feb 09, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Added to 18,238 3,806 0.22% 0.15% 492 +5,477 42.92% Q4 2025 Feb 11, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 18,099 3,778 0.11% 0.11% 493 +200 1.12% Q4 2025 Feb 10, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 17,919 3,740 0.98% 0.96% 494 +725 4.22% Q4 2025 Jan 16, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 17,898 3,735 0.22% 0.19% 495 +3,663 25.73% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 17,886 3,733 0.01% 0.02% 496 -22,582 -55.8% Q4 2025 Feb 17, 2026
Rayburn West Financial Services LLC History New 17,848 3,725 2.32% — 497 +17,848 New Q4 2025 Feb 05, 2026
Dai-ichi Life Insurance Company, Ltd History No change 17,584 3,670 0.09% 0.09% 498 0 0.0% Q4 2025 Feb 17, 2026
Squarepoint Ops LLC History Reduced 17,551 3,663 0.0% 0.01% 499 -9,953 -36.19% Q4 2025 Feb 13, 2026
FIRST NATIONAL TRUST CO History Reduced 17,487 3,650 0.12% 0.12% 500 -6 -0.03% Q4 2025 Feb 09, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 17,404 3,636 1.16% 1.27% 501 -568 -3.16% Q4 2025 Feb 10, 2026
WOODSTOCK CORP History Added to 17,365 3,624 0.31% 0.3% 502 +55 0.32% Q4 2025 Jan 14, 2026
Banque Cantonale Vaudoise History Added to 17,344 3,620 0.13% 0.13% 503 +79 0.46% Q4 2025 Feb 06, 2026
Resonant Capital Advisors, LLC History Added to 17,227 3,595 0.2% 0.2% 504 +228 1.34% Q4 2025 Jan 29, 2026
Kentucky Trust Co History Reduced 17,197 3,589 1.9% 1.9% 505 -233 -1.34% Q4 2025 Jan 21, 2026
Rockline Wealth Management, LLC History Added to 17,072 3,563 0.73% 0.68% 506 +706 4.31% Q4 2025 Feb 10, 2026
Entropy Technologies, LP History New 17,069 3,562 0.19% — 507 +17,069 New Q4 2025 Feb 13, 2026
Pinnacle Financial Partners, Inc. History New 16,997 3,548 0.03% — 508 +16,997 New Q4 2025 Feb 18, 2026
Arkadios Wealth Advisors History Reduced 16,886 3,524 0.07% 0.08% 509 -243 -1.42% Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History Added to 16,863 3,519 0.04% 0.03% 510 +5,421 47.38% Q4 2025 Jan 23, 2026
Biltmore Family Office, LLC History Added to 16,458 3,435 0.47% 0.46% 511 +216 1.33% Q4 2025 Feb 04, 2026
Equitable Holdings, Inc. History Added to 16,314 3,405 0.02% 0.02% 512 +451 2.84% Q4 2025 Feb 17, 2026
Steward Partners Investment Advisory, LLC History Added to 16,268 3,395 0.02% 0.02% 513 +900 5.86% Q4 2025 Feb 12, 2026
apricus wealth, LLC History Added to 16,210 3,383 1.73% 1.48% 514 +2,595 19.06% Q4 2025 Jan 15, 2026
OPPENHEIMER & CO INC History Added to 16,150 3,370 0.05% 0.02% 515 +8,151 101.9% Q4 2025 Feb 02, 2026
Impax Asset Management Group plc History No change 15,949 3,329 0.02% 0.02% 516 0 0.0% Q4 2025 Jan 29, 2026
Beacon Pointe Advisors, LLC History Added to 15,928 3,324 0.02% 0.02% 517 +1,643 11.5% Q4 2025 Feb 18, 2026
Legacy Financial Advisors, Inc. History Reduced 15,881 3,314 0.46% 0.46% 518 -713 -4.3% Q4 2025 Feb 04, 2026
Bleakley Financial Group, LLC History Added to 15,819 3,301 0.06% 0.07% 519 +1,201 8.22% Q4 2025 Feb 09, 2026
Granite Group Advisors, LLC History Added to 15,801 3,298 1.87% 1.89% 520 +239 1.54% Q4 2025 Jan 13, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 15,752 3,287 0.15% 0.15% 521 +455 2.97% Q4 2025 Feb 04, 2026
AE Wealth Management LLC History Added to 15,661 3,269 0.02% 0.02% 522 +803 5.4% Q4 2025 Jan 26, 2026
BOKF, NA History Reduced 15,604 3,257 0.05% 0.05% 523 -665 -4.09% Q4 2025 Feb 03, 2026
CHOREO, LLC History Reduced 15,387 3,247 0.04% 0.04% 524 -990 -6.05% Q4 2025 Jan 23, 2026
VISTA INVESTMENT MANAGEMENT History Reduced 15,475 3,230 1.07% 1.11% 525 -365 -2.3% Q4 2025 Feb 17, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 15,458 3,226 0.01% 0.06% 526 -57,968 -78.95% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 15,455 3,225 0.01% 0.01% 527 +1,133 7.91% Q4 2025 Feb 12, 2026
Oath Planning, LLC History New 15,267 3,186 3.14% — 528 +15,267 New Q4 2025 Feb 12, 2026
Janney Capital Management LLC History Reduced 15,217 3,176 0.2% 0.21% 529 -1,224 -7.44% Q4 2025 Feb 11, 2026
INVESCO, LLC History No change 15,036 3,138 1.06% 1.02% 530 0 0.0% Q4 2025 Jan 20, 2026
Lido Advisors, LLC History Added to 15,510 3,133 0.01% 0.01% 531 +462 3.07% Q4 2025 Feb 10, 2026
MENDON CAPITAL ADVISORS CORP History New 15,000 3,130 0.93% — 532 +15,000 New Q4 2025 Feb 18, 2026
Vident Advisory, LLC History Reduced 14,922 3,114 0.03% 0.03% 533 -501 -3.25% Q4 2025 Feb 18, 2026
River Wealth Advisors LLC History Added to 14,700 3,068 0.34% 0.27% 534 +3,022 25.88% Q4 2025 Feb 13, 2026
TOWER BRIDGE ADVISORS History Reduced 14,600 3,047 0.31% 0.3% 535 -212 -1.43% Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Reduced 13,688 3,021 0.1% 0.09% 537 -45 -0.33% Q4 2025 Jan 27, 2026
PDT Partners, LLC History No change 14,475 3,021 0.2% 0.18% 536 0 0.0% Q4 2025 Feb 17, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC History No change 14,371 2,999 1.08% 1.02% 538 0 0.0% Q4 2025 Jan 16, 2026
Gotham Asset Management, LLC History Reduced 14,334 2,991 0.01% 0.01% 539 -171 -1.18% Q4 2025 Feb 17, 2026
Walsky Investment Management, Inc. History New 14,246 2,973 3.03% — 540 +14,246 New Q4 2025 Feb 10, 2026
Callan Family Office, LLC History Added to 14,232 2,970 0.06% 0.05% 541 +5,858 69.95% Q4 2025 Feb 12, 2026
ANDERSON HOAGLAND & CO History No change 14,218 2,967 0.26% 0.26% 542 0 0.0% Q4 2025 Jan 05, 2026
OMERS ADMINISTRATION Corp History No change 14,166 2,956 0.02% 0.02% 543 0 0.0% Q4 2025 Feb 13, 2026
Verdence Capital Advisors LLC History Reduced 14,105 2,944 0.17% 0.15% 544 -9 -0.06% Q4 2025 Jan 29, 2026
ADVENT CAPITAL MANAGEMENT /DE/ History New 14,000 2,922 0.06% — 546 +14,000 New Q4 2025 Feb 09, 2026
DODGE & COX History Reduced 14,000 2,922 0.0% 0.0% 545 -65 -0.46% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 13,993 2,920 0.02% 0.02% 547 +1,034 7.98% Q4 2025 Feb 17, 2026
Advisors Asset Management, Inc. History Reduced 13,951 2,911 0.05% 0.05% 548 -906 -6.1% Q4 2025 Feb 12, 2026
GHP Investment Advisors, Inc. History Added to 13,947 2,911 0.12% 0.12% 549 +163 1.18% Q4 2025 Jan 27, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 13,912 2,903 0.04% 0.04% 550 +238 1.74% Q4 2025 Feb 09, 2026
Columbia Bank History No change 13,812 2,882 0.8% 0.7% 551 0 0.0% Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History Added to 13,793 2,879 0.02% 0.02% 552 +73 0.53% Q4 2025 Feb 12, 2026
Haverford Trust Co History Added to 13,725 2,864 0.03% 0.02% 553 +197 1.46% Q4 2025 Feb 13, 2026
Empirical Finance, LLC History Reduced 13,669 2,853 0.14% 0.14% 554 -593 -4.16% Q4 2025 Feb 12, 2026
Flavin Financial Services, Inc. History Added to 13,641 2,847 1.95% 1.94% 555 +48 0.35% Q4 2025 Feb 05, 2026
Kintegral Advisory, LLC History Reduced 13,634 2,845 0.24% 0.24% 556 -373 -2.66% Q4 2025 Feb 12, 2026
E. Ohman J:or Asset Management AB History Reduced 13,560 2,830 0.07% 0.08% 557 -3,378 -19.94% Q4 2025 Jan 12, 2026
North Dakota State Investment Board History New 13,552 2,828 0.11% — 558 +13,552 New Q4 2025 Feb 05, 2026
Bill Few Associates, Inc. History Added to 13,541 2,826 0.69% 0.68% 559 +490 3.75% Q4 2025 Jan 12, 2026
Rodgers Brothers Inc. History Added to 13,437 2,804 0.34% 0.33% 560 +6 0.04% Q4 2025 Feb 13, 2026
Raleigh Capital Management Inc. History Added to 13,336 2,783 1.01% 0.99% 562 +316 2.43% Q4 2025 Jan 21, 2026
CENTRAL TRUST Co History Reduced 13,334 2,783 0.05% 0.06% 561 -129 -0.96% Q4 2025 Feb 02, 2026
EAGLE WEALTH STRATEGIES LLC History Added to 13,304 2,776 1.29% 0.36% 563 +9,692 268.33% Q4 2025 Jan 06, 2026
TRITONPOINT WEALTH, LLC History Reduced 13,294 2,774 0.28% 0.24% 564 -884 -6.24% Q4 2025 Jan 20, 2026
Curi Capital, LLC History Added to 13,286 2,773 0.05% 0.02% 565 +7,360 124.2% Q4 2025 Feb 17, 2026
Vivid Wealth Management, LLC History New 13,175 2,750 1.07% — 566 +13,175 New Q4 2025 Jan 30, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 13,134 2,741 0.09% 0.09% 567 +480 3.79% Q4 2025 Jan 27, 2026
Great Lakes Retirement, Inc. History Added to 13,110 2,736 0.28% 0.24% 569 +2,280 21.05% Q4 2025 Feb 12, 2026
Machina Capital S.A.S. History Added to 13,111 2,736 0.52% 0.4% 568 +1,735 15.25% Q4 2025 Feb 10, 2026
VISTA INVESTMENT PARTNERS II, LLC History Reduced 12,975 2,708 1.17% 1.22% 570 -14 -0.11% Q4 2025 Jan 22, 2026
Campbell & CO Investment Adviser LLC History Added to 12,961 2,705 0.13% 0.13% 571 +4,492 53.04% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History Added to 12,864 2,685 0.04% 0.04% 572 +689 5.66% Q4 2025 Feb 13, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Added to 12,687 2,648 0.05% 0.05% 573 +929 7.9% Q4 2025 Feb 05, 2026
PARK AVENUE SECURITIES LLC History Added to 12,659 2,642 0.02% 0.02% 574 +926 7.89% Q4 2025 Jan 05, 2026
Quantitative Investment Management, LLC History New 12,629 2,636 0.26% — 575 +12,629 New Q4 2025 Feb 17, 2026
Insight Inv LLC History Added to 12,632 2,636 1.48% 1.23% 576 +2,220 21.32% Q4 2025 Feb 06, 2026
New Hampshire Trust History Reduced 12,616 2,633 0.51% 0.5% 577 -292 -2.26% Q4 2025 Jan 29, 2026
Third View Private Wealth, LLC History New 12,600 2,630 0.35% — 578 +12,600 New Q4 2025 Jan 23, 2026
Miller Investment Management, LP History No change 12,580 2,625 0.26% 0.25% 579 0 0.0% Q4 2025 Feb 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 12,545 2,618 0.18% 0.14% 580 +2,977 31.11% Q4 2025 Feb 02, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 12,530 2,615 0.03% 0.04% 581 -22 -0.18% Q4 2025 Feb 05, 2026
Ascent Group, LLC History Reduced 12,493 2,607 0.09% 0.09% 582 -846 -6.34% Q4 2025 Jan 20, 2026
FINANCIAL CONSULATE, INC History Reduced 12,423 2,593 0.35% 0.42% 583 -2,215 -15.13% Q4 2025 Jan 22, 2026
Smartleaf Asset Management LLC History Added to 12,269 2,589 0.1% 0.13% 584 +1,496 13.89% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Reduced 12,390 2,586 0.03% 0.04% 585 -4,610 -27.12% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Added to 12,373 2,582 0.02% 0.01% 586 +6,565 113.03% Q4 2025 Feb 13, 2026
Mengis Capital Management, Inc. History Added to 12,290 2,565 0.45% 0.43% 587 +1,395 12.8% Q4 2025 Mar 05, 2026
Community Bank, N.A. History Added to 12,267 2,560 0.3% 0.27% 589 +960 8.49% Q4 2025 Feb 04, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 12,269 2,560 0.01% 0.01% 588 +867 7.6% Q4 2025 Feb 12, 2026
WealthPLAN Partners, LLC History No change 12,262 2,559 0.38% 0.37% 590 0 0.0% Q4 2025 Feb 12, 2026
DARK FOREST CAPITAL MANAGEMENT LP History New 12,237 2,554 0.12% — 591 +12,237 New Q4 2025 Feb 17, 2026
Icon Wealth Advisors, LLC History Added to 12,319 2,552 0.17% 0.16% 592 +406 3.41% Q4 2025 Feb 13, 2026
Mystic Asset Management, Inc. History Added to 12,207 2,548 0.58% 0.55% 593 +124 1.03% Q4 2025 Jan 28, 2026
Ashton Thomas Private Wealth, LLC History Added to 12,165 2,539 0.06% 0.06% 594 +231 1.94% Q4 2025 Jan 29, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 12,140 2,533 0.02% 0.02% 595 +456 3.9% Q4 2025 Feb 17, 2026
FIRST UNITED BANK & TRUST History Reduced 12,123 2,530 0.81% 0.8% 596 -220 -1.78% Q4 2025 Jan 21, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 12,113 2,528 0.27% 0.29% 597 0 0.0% Q4 2025 Feb 11, 2026
Murphy Pohlad Asset Management LLC History Reduced 12,094 2,524 0.97% 0.97% 598 -200 -1.63% Q4 2025 Feb 09, 2026
Allegheny Financial Group History Reduced 12,061 2,517 0.37% 0.49% 599 -953 -7.32% Q4 2025 Feb 02, 2026
Schear Investment Advisers, LLC History Reduced 12,050 2,515 1.08% 1.1% 600 -242 -1.97% Q4 2025 Jan 28, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 12,036 2,511 0.34% 0.34% 601 +25 0.21% Q4 2025 Jan 21, 2026
Brookmont Capital Management History Reduced 11,971 2,498 1.45% 1.34% 602 -10 -0.08% Q4 2025 Feb 10, 2026
MONECO ADVISORS, LLC History Reduced 11,882 2,480 0.2% 0.2% 603 -48 -0.4% Q4 2025 Feb 04, 2026
Ransom Advisory, Ltd History Added to 11,873 2,478 0.98% 1.0% 604 +806 7.28% Q4 2025 Jan 06, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 11,819 2,466 0.28% 0.28% 605 -46 -0.39% Q4 2025 Feb 12, 2026
Independence Bank of Kentucky History Added to 11,734 2,449 0.3% 0.3% 606 +96 0.82% Q4 2025 Jan 20, 2026
Asio Capital, LLC History Reduced 11,720 2,446 0.35% 0.35% 607 -27 -0.23% Q4 2025 Jan 21, 2026
Hardy Reed LLC History Added to 11,660 2,433 0.17% 0.09% 608 +5,263 82.27% Q4 2025 Feb 06, 2026
SCHULHOFF & CO INC History Added to 11,631 2,427 1.02% 1.0% 609 +2 0.02% Q4 2025 Feb 11, 2026
Savant Capital, LLC History Reduced 11,621 2,425 0.01% 0.01% 610 -72 -0.62% Q4 2025 Feb 10, 2026
Raab & Moskowitz Asset Management LLC History Reduced 11,590 2,419 0.53% 0.53% 611 -240 -2.03% Q4 2025 Jan 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 11,589 2,418 0.02% 0.02% 612 -165 -1.4% Q4 2025 Jan 14, 2026
TWO SIGMA SECURITIES, LLC History Added to 11,499 2,400 0.33% 0.25% 613 +3,200 38.56% Q4 2025 Feb 17, 2026
MUFG SECURITIES AMERICAS INC. History Reduced 11,479 2,396 0.15% 0.15% 614 -17 -0.15% Q4 2025 Feb 13, 2026
Integrated Wealth Concepts LLC History Reduced 11,467 2,393 0.03% 0.03% 615 -5,805 -33.61% Q4 2025 Feb 13, 2026
WEALTH ALLIANCE, LLC History Reduced 11,413 2,382 0.23% 0.24% 616 -327 -2.79% Q4 2025 Feb 13, 2026
DELTA CAPITAL MANAGEMENT LLC History Reduced 11,360 2,371 1.33% 1.38% 617 -1,900 -14.33% Q4 2025 Jan 15, 2026
FORA Capital, LLC History Added to 11,179 2,333 0.28% 0.11% 618 +8,192 274.26% Q4 2025 Feb 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 11,121 2,321 0.14% 0.13% 619 0 0.0% Q4 2025 Feb 03, 2026
Vise Technologies, Inc. History Added to 11,098 2,316 0.05% 0.05% 620 +4,577 70.19% Q4 2025 Feb 11, 2026
VestGen Advisors, LLC History New 11,045 2,305 0.1% — 621 +11,045 New Q4 2025 Feb 17, 2026
EVOLVE PRIVATE WEALTH, LLC History New 11,017 2,299 0.14% — 622 +11,017 New Q4 2025 Feb 17, 2026
Edgestream Partners, L.P. History Reduced 10,990 2,293 0.06% 0.28% 623 -36,688 -76.95% Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 10,984 2,292 0.04% 0.02% 624 +6,069 123.48% Q4 2025 Mar 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 10,971 2,289 0.14% 0.13% 625 +686 6.67% Q4 2025 Feb 10, 2026
Meeder Advisory Services, Inc. History Added to 10,933 2,281 0.1% 0.1% 626 +559 5.39% Q4 2025 Feb 11, 2026
Perigon Wealth Management, LLC History Reduced 10,906 2,276 0.04% 0.05% 627 -919 -7.77% Q4 2025 Jan 16, 2026
Voleon Capital Management LP History Added to 10,883 2,271 0.05% 0.03% 628 +5,550 104.07% Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History Reduced 10,878 2,270 0.21% 0.21% 629 -97 -0.88% Q4 2025 Jan 23, 2026
BARLOW WEALTH PARTNERS, LLC History Reduced 10,382 2,258 0.24% 0.21% 630 -35 -0.34% Q4 2025 Jan 15, 2026
EP Wealth Advisors, LLC History New 10,701 2,233 0.01% — 631 +10,701 New Q4 2025 Feb 18, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 10,663 2,225 0.08% 0.1% 632 -8,356 -43.94% Q4 2025 Feb 04, 2026
Charter Oak Capital Management, LLC History Reduced 10,609 2,214 0.17% 0.18% 633 -551 -4.94% Q4 2025 Jan 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 10,603 2,213 0.04% 0.03% 634 +2,416 29.51% Q4 2025 Feb 19, 2026
Brooklyn Investment Group History Added to 10,291 2,181 0.1% 0.11% 635 +5,938 136.41% Q4 2025 Feb 12, 2026
Harbor Advisors LLC History No change 10,444 2,179 0.33% 0.32% 636 0 0.0% Q4 2025 Jan 30, 2026
JFS WEALTH ADVISORS, LLC History Added to 10,405 2,171 0.12% 0.12% 637 +182 1.78% Q4 2025 Jan 14, 2026
Maven Securities LTD History Reduced 10,400 2,171 0.05% 0.05% 638 -100 -0.95% Q4 2025 Feb 13, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 10,399 2,170 0.14% 0.14% 639 0 0.0% Q4 2025 Feb 10, 2026
GREENLEAF TRUST History Added to 10,391 2,168 0.02% 0.02% 640 +353 3.52% Q4 2025 Jan 21, 2026
J.W. COLE ADVISORS, INC. History Reduced 11,442 2,162 0.05% 0.06% 641 -3,703 -24.45% Q4 2025 Feb 11, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 10,357 2,161 0.05% 0.04% 642 +1,238 13.58% Q4 2025 Feb 18, 2026
Valley Brook Capital Group, Inc. History Reduced 10,351 2,160 1.43% 1.42% 643 -149 -1.42% Q4 2025 Jan 23, 2026
Essex Financial Services, Inc. History Added to 10,339 2,157 0.12% 0.12% 644 +361 3.62% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 10,312 2,152 0.03% 0.03% 645 +1,407 15.8% Q4 2025 Feb 17, 2026
PEAK6 LLC History Reduced 10,300 2,149 0.0% 0.0% 646 -5,967 -36.68% Q4 2025 Mar 12, 2026
Harvest Investment Advisors, LLC History New 10,224 2,133 1.21% — 647 +10,224 New Q4 2025 Feb 17, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 10,152 2,119 0.07% 0.07% 648 +182 1.83% Q4 2025 Feb 13, 2026
Plato Investment Management Ltd History Added to 10,008 2,099 0.14% 0.12% 649 +1,053 11.76% Q4 2025 Feb 04, 2026
VIKING FUND MANAGEMENT LLC History No change 10,000 2,087 0.24% 0.24% 650 0 0.0% Q4 2025 Jan 12, 2026
Ramsay, Stattman, Vela & Price, Inc. History No change 10,000 2,087 0.38% 0.36% 651 0 0.0% Q4 2025 Jan 23, 2026
Gifford Fong Associates History No change 10,000 2,087 0.42% 0.42% 652 0 0.0% Q4 2025 Feb 10, 2026
Argent Advisors, Inc. History Added to 9,928 2,072 0.58% 0.58% 653 +65 0.66% Q4 2025 Feb 11, 2026
Radnor Capital Management, LLC History Reduced 9,896 2,065 0.31% 0.33% 654 -1,000 -9.18% Q4 2025 Feb 06, 2026
TD Waterhouse Canada Inc. History Added to 9,894 2,064 0.01% 0.01% 655 +2,797 39.41% Q4 2025 Jan 27, 2026
Sivia Capital Partners, LLC History Added to 9,830 2,051 0.42% 0.34% 656 +3,855 64.52% Q4 2025 Feb 10, 2026
NOMURA HOLDINGS INC History Added to 9,826 2,050 0.0% 0.0% 657 +362 3.83% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 9,765 2,038 0.03% 0.03% 658 -1,969 -16.78% Q4 2025 Feb 09, 2026
Accurate Wealth Management, LLC History Added to 9,358 2,035 0.26% 0.23% 659 +225 2.46% Q4 2025 Jan 14, 2026
Pullen Investment Management, LLC History Added to 9,740 2,033 1.07% 1.06% 660 +35 0.36% Q4 2025 Jan 20, 2026
IAM Advisory, LLC History Reduced 9,695 2,023 0.45% 0.44% 661 -127 -1.29% Q4 2025 Jan 07, 2026
FIDUCIARY TRUST CO History Reduced 9,647 2,013 0.02% 0.02% 662 -487 -4.81% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 9,643 2,012 0.03% 0.03% 663 +64 0.67% Q4 2025 Jan 22, 2026
SALZHAUER MICHAEL History No change 9,598 2,003 0.82% 0.93% 664 0 0.0% Q4 2025 Feb 02, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 9,590 2,001 0.37% 0.37% 665 0 0.0% Q4 2025 Jan 29, 2026
GAMMA Investing LLC History Added to 9,503 1,983 0.1% 0.1% 666 +84 0.89% Q4 2025 Jan 05, 2026
Concurrent Investment Advisors, LLC History Added to 9,400 1,961 0.02% 0.02% 667 +2,853 43.58% Q4 2025 Jan 29, 2026
Tufton Capital Management History Added to 9,257 1,932 0.34% 0.32% 668 +238 2.64% Q4 2025 Jan 28, 2026
Summit Trail Advisors, LLC History Reduced 9,208 1,922 0.03% 0.03% 669 -794 -7.94% Q4 2025 Feb 17, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 9,148 1,909 0.09% 0.08% 670 +492 5.68% Q4 2025 Feb 06, 2026
Ancora Advisors LLC History Added to 9,144 1,908 0.04% 0.03% 671 +838 10.09% Q4 2025 Feb 17, 2026
Legacy Advisors, LLC History Added to 9,131 1,905 0.2% 0.22% 672 +223 2.5% Q4 2025 Jan 27, 2026
WELCH & FORBES LLC History Added to 9,069 1,892 0.02% 0.02% 673 +328 3.75% Q4 2025 Feb 10, 2026
NorthCrest Asset Manangement, LLC History Added to 8,760 1,890 0.04% 0.04% 674 +140 1.62% Q4 2025 Jan 08, 2026
Fragasso Financial Advisors Inc History Added to 8,997 1,877 0.11% 0.11% 675 +5 0.06% Q4 2025 Jan 07, 2026
Choate Investment Advisors History No change 8,972 1,872 0.04% 0.04% 676 0 0.0% Q4 2025 Feb 09, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 8,960 1,870 0.09% — 678 +8,960 New Q4 2025 Feb 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 8,960 1,870 0.14% 0.12% 677 +1,166 14.96% Q4 2025 Feb 09, 2026
PRECEDENT WEALTH PARTNERS, LLC History Added to 8,955 1,869 0.39% 0.38% 679 +457 5.38% Q4 2025 Jan 07, 2026
Sterling Capital Management LLC History Reduced 8,906 1,858 0.03% 0.07% 680 -13,222 -59.75% Q4 2025 Feb 13, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 8,871 1,851 0.03% 0.03% 681 -36 -0.4% Q4 2025 Jan 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Added to 8,846 1,846 0.2% 0.2% 682 +365 4.3% Q4 2025 Jan 26, 2026
HighPoint Advisor Group LLC History Reduced 8,814 1,839 0.09% 0.09% 683 -504 -5.41% Q4 2025 Feb 04, 2026
Safe Harbor Fiduciary, LLC History New 8,788 1,834 1.62% — 684 +8,788 New Q4 2025 Feb 17, 2026
Capital International Sarl History No change 8,757 1,827 0.03% 0.03% 685 0 0.0% Q4 2025 Feb 11, 2026
Kathmere Capital Management, LLC History Added to 8,743 1,825 0.12% 0.12% 686 +506 6.14% Q4 2025 Jan 13, 2026
W.G. Shaheen & Associates DBA Whitney & Co History No change 8,710 1,818 0.14% 0.16% 687 0 0.0% Q4 2025 Jan 30, 2026
SCS Capital Management LLC History Added to 8,682 1,812 0.02% 0.02% 688 +172 2.02% Q4 2025 Feb 10, 2026
WEIK CAPITAL MANAGEMENT History Added to 8,660 1,807 0.68% 0.63% 689 +240 2.85% Q4 2025 Feb 11, 2026
V-Square Quantitative Management LLC History Reduced 8,651 1,805 0.19% 0.34% 690 -1,375 -13.71% Q4 2025 Jan 22, 2026
AlTi Global, Inc. History Added to 8,626 1,800 0.04% 0.03% 691 +1,911 28.46% Q4 2025 Feb 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 8,590 1,793 0.04% 0.05% 692 -329 -3.69% Q4 2025 Feb 09, 2026
Ted Buchan & Co History Added to 8,577 1,790 0.66% 0.6% 693 +930 12.16% Q4 2025 Feb 11, 2026
Penobscot Investment Management Company, Inc. History Reduced 8,464 1,766 0.13% 0.15% 694 -1,052 -11.06% Q4 2025 Jan 27, 2026
Chicago Partners Investment Group LLC History Added to 8,013 1,757 0.04% 0.03% 695 +852 11.9% Q4 2025 Jan 28, 2026
NATURAL INVESTMENTS, LLC History Reduced 8,304 1,733 0.43% 0.55% 696 -2,720 -24.67% Q4 2025 Jan 23, 2026
Cohen Klingenstein LLC History No change 8,300 1,732 0.05% 0.05% 697 0 0.0% Q4 2025 Jan 20, 2026
FARMERS TRUST CO History No change 8,274 1,727 0.28% 0.29% 698 0 0.0% Q4 2025 Jan 06, 2026
Lester Murray Antman dba SimplyRich History No change 8,255 1,723 0.45% 0.45% 699 0 0.0% Q4 2025 Jan 23, 2026
Vestcor Inc History No change 8,220 1,716 0.05% 0.05% 700 0 0.0% Q4 2025 Feb 11, 2026
McKinley Carter Wealth Services, Inc. History Reduced 8,156 1,702 0.1% 0.09% 701 -789 -8.82% Q4 2025 Feb 06, 2026
SIGNATUREFD, LLC History Added to 8,152 1,701 0.03% 0.02% 702 +414 5.35% Q4 2025 Jan 20, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 8,131 1,697 0.61% 0.58% 703 +219 2.77% Q4 2025 Feb 09, 2026
Evercore Wealth Management, LLC History No change 8,132 1,697 0.02% 0.02% 704 0 0.0% Q4 2025 Feb 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 8,112 1,693 0.05% 0.05% 705 +257 3.27% Q4 2025 Jan 14, 2026
Brookstone Capital Management History Added to 8,103 1,691 0.02% 0.02% 707 +1,524 23.16% Q4 2025 Jan 15, 2026
Ballentine Partners, LLC History Reduced 8,103 1,691 0.02% 0.02% 706 -400 -4.7% Q4 2025 Feb 03, 2026
Tower Research Capital LLC (TRC) History Added to 8,094 1,689 0.04% 0.04% 708 +1,517 23.07% Q4 2025 Feb 17, 2026
PHILADELPHIA TRUST CO History No change 8,052 1,681 0.12% 0.11% 709 0 0.0% Q4 2025 Feb 12, 2026
Erste Asset Management GmbH History Reduced 7,910 1,676 0.01% 0.06% 710 -20,461 -72.12% Q4 2025 Feb 11, 2026
HENNESSY ADVISORS INC History Reduced 8,000 1,669 0.06% 0.06% 711 -500 -5.88% Q4 2025 Jan 27, 2026
MIDDLETON & CO INC/MA History Reduced 7,978 1,665 0.18% 0.17% 712 -15 -0.19% Q4 2025 Jan 29, 2026
Perpetual Ltd History Added to 7,933 1,655 0.02% 0.02% 713 +258 3.36% Q4 2025 Jan 20, 2026
FIDELITY D & D BANCORP INC History Reduced 7,802 1,628 0.7% 0.87% 714 -54 -0.69% Q4 2025 Feb 09, 2026
Marion Wealth Management History Added to 7,425 1,628 0.36% 0.35% 716 +40 0.54% Q4 2025 Jan 26, 2026
JMAC ENTERPRISES LLC History No change 7,800 1,628 0.31% 0.31% 715 0 0.0% Q4 2025 Jan 21, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 7,767 1,621 0.03% 0.03% 717 +409 5.56% Q4 2025 Jan 07, 2026
Fisher Asset Management, LLC History Added to 7,760 1,619 0.0% 0.0% 718 +3,852 98.57% Q4 2025 Feb 09, 2026
Nordwand Advisors, LLC History Added to 7,739 1,615 0.28% 0.24% 719 +150 1.98% Q4 2025 Feb 03, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 7,671 1,601 0.75% 0.7% 720 -50 -0.65% Q4 2025 Jan 26, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 7,665 1,600 0.38% 0.38% 721 -171 -2.18% Q4 2025 Jan 29, 2026
Independent Solutions Wealth Management, LLC History Reduced 7,617 1,589 0.29% 0.28% 722 -184 -2.36% Q4 2025 Feb 05, 2026
Private Wealth Asset Management, LLC History No change 7,585 1,583 0.17% 0.18% 723 0 0.0% Q4 2025 Feb 10, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 7,562 1,579 0.57% 0.52% 724 +1,058 16.27% Q4 2025 Jan 26, 2026
DELTA FINANCIAL ADVISORS LLC History Added to 7,549 1,575 0.41% 0.43% 725 +6 0.08% Q4 2025 Feb 06, 2026
Wealthcare Advisory Partners LLC History Added to 7,459 1,556 0.03% 0.02% 726 +1,973 35.96% Q4 2025 Jan 14, 2026
Heritage Wealth Management, Inc. History Reduced 7,405 1,545 0.43% 0.44% 727 -34 -0.46% Q4 2025 Jan 26, 2026
CSS LLC/IL History New 7,400 1,544 0.07% — 728 +7,400 New Q4 2025 Feb 17, 2026
WESTPAC BANKING CORP History Reduced 7,376 1,539 0.1% 0.09% 729 -22 -0.3% Q4 2025 Feb 10, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 7,358 1,535 0.03% 0.03% 730 +14 0.19% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 7,350 1,534 0.06% 0.06% 732 +427 6.17% Q4 2025 Feb 06, 2026
ORRSTOWN FINANCIAL SERVICES INC History Reduced 7,353 1,534 0.26% 0.25% 731 -15 -0.2% Q4 2025 Jan 15, 2026
IPG Investment Advisors LLC History New 7,302 1,524 0.27% — 733 +7,302 New Q4 2025 Feb 09, 2026
Compound Planning, Inc. History Added to 7,285 1,520 0.04% 0.04% 734 +1,499 25.91% Q4 2025 Feb 19, 2026
WealthTrust Axiom LLC History Added to 7,273 1,518 0.39% 0.39% 735 +4 0.06% Q4 2025 Feb 13, 2026
Canopy Partners, LLC History Added to 7,266 1,516 0.49% 0.48% 737 +134 1.88% Q4 2025 Feb 12, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Reduced 7,266 1,516 0.25% 0.38% 736 -100 -1.36% Q4 2025 Feb 18, 2026
MCF Advisors LLC History Reduced 7,186 1,500 0.08% 0.09% 738 -6 -0.08% Q4 2025 Feb 11, 2026
Donoghue Forlines LLC History Reduced 7,182 1,499 0.46% 0.46% 739 -186 -2.52% Q4 2025 Feb 05, 2026
MCDONALD PARTNERS LLC History Added to 7,165 1,495 0.47% 0.41% 740 +245 3.54% Q4 2025 Feb 02, 2026
Argent Trust Co History Added to 7,120 1,486 0.05% 0.05% 741 +551 8.39% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 7,087 1,479 0.03% 0.03% 742 +1,356 23.66% Q4 2025 Feb 06, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 7,081 1,478 0.14% 0.18% 743 -3,743 -34.58% Q4 2025 Jan 12, 2026
DT Investment Partners, LLC History No change 7,053 1,472 0.12% 0.12% 744 0 0.0% Q4 2025 Feb 10, 2026
Meridian Wealth Management, LLC History Added to 6,894 1,438 0.05% 0.05% 745 +303 4.6% Q4 2025 Feb 04, 2026
RMR Wealth Builders History Added to 6,839 1,427 0.11% 0.11% 746 +569 9.07% Q4 2025 Jan 29, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 6,803 1,419 0.05% 0.06% 747 -212 -3.02% Q4 2025 Feb 13, 2026
LVW Advisors, LLC History Added to 6,788 1,416 0.14% 0.13% 748 +546 8.75% Q4 2025 Jan 14, 2026
Forum Financial Management, LP History Reduced 6,786 1,416 0.02% 0.02% 749 -22 -0.32% Q4 2025 Jan 27, 2026
Canal Capital Management, LLC History Added to 6,762 1,411 0.2% 0.2% 750 +77 1.15% Q4 2025 Jan 06, 2026
United Community Bank History Reduced 6,758 1,410 0.53% 0.57% 751 -2,406 -26.25% Q4 2025 Jan 30, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History Reduced 6,709 1,400 0.2% 0.63% 752 -14,959 -69.04% Q4 2025 Feb 17, 2026
IFG Advisory, LLC History Reduced 6,699 1,398 0.06% 0.06% 754 -388 -5.47% Q4 2025 Feb 10, 2026
BARR E S & CO History No change 6,700 1,398 0.07% 0.07% 753 0 0.0% Q4 2025 Feb 05, 2026
Old Port Advisors History Reduced 6,652 1,388 0.34% 0.36% 755 -389 -5.52% Q4 2025 Jan 08, 2026
Jump Financial, LLC History Added to 6,641 1,386 0.02% 0.01% 756 +3,706 126.27% Q4 2025 Feb 17, 2026
Transamerica Financial Advisors, LLC History Added to 6,602 1,377 0.11% 0.1% 757 +713 12.11% Q4 2025 Feb 13, 2026
Schonfeld Strategic Advisors LLC History New 6,586 1,374 0.01% — 758 +6,586 New Q4 2025 Feb 17, 2026
OneDigital Investment Advisors LLC History Added to 6,583 1,374 0.01% 0.01% 759 +79 1.21% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 6,566 1,370 0.03% 0.03% 760 +430 7.01% Q4 2025 Feb 04, 2026
Arax Advisory Partners History Reduced 6,543 1,365 0.04% 0.42% 761 -139,401 -95.52% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 6,538 1,364 0.03% 0.03% 762 -1,227 -15.8% Q4 2025 Jan 23, 2026
Gladstone Institutional Advisory LLC History Reduced 6,538 1,364 0.05% 0.05% 763 -94 -1.42% Q4 2025 Feb 17, 2026
iA Global Asset Management Inc. History Added to 6,492 1,355 0.02% 0.01% 765 +2,118 48.42% Q4 2025 Feb 05, 2026
Convergence Investment Partners, LLC History Reduced 6,492 1,355 0.27% 0.3% 764 -106 -1.61% Q4 2025 Feb 05, 2026
ABN AMRO Bank N.V. History Added to 6,477 1,341 0.01% 0.01% 766 +1,457 29.02% Q4 2025 Feb 04, 2026
Kovitz Investment Group Partners, LLC History Reduced 6,419 1,340 0.03% 0.34% 767 -430,090 -98.53% Q4 2025 Feb 20, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 6,416 1,339 0.08% 0.05% 768 +3,244 102.27% Q4 2025 Feb 09, 2026
SummitTX Capital, L.P. History New 6,401 1,336 0.04% — 769 +6,401 New Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 6,400 1,335 0.01% 0.0% 770 +2,700 72.97% Q4 2025 Feb 04, 2026
Raiffeisen Bank International AG History Reduced 6,314 1,332 0.02% 0.02% 771 -403 -6.0% Q4 2025 Feb 12, 2026
Summit Financial, LLC History Added to 6,377 1,331 0.02% 0.02% 772 +413 6.92% Q4 2025 Feb 13, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 6,337 1,322 0.11% 0.11% 773 0 0.0% Q4 2025 Feb 03, 2026
Sageworth Trust Co History No change 6,303 1,315 0.06% 0.06% 774 0 0.0% Q4 2025 Feb 03, 2026
Mach-1 Financial Group, LLC History New 6,259 1,306 0.27% — 775 +6,259 New Q4 2025 Feb 06, 2026
ORG Partners LLC History Reduced 6,259 1,306 0.23% 0.24% 776 -208 -3.22% Q4 2025 Jan 14, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Reduced 6,247 1,303 0.21% 0.22% 777 -249 -3.83% Q4 2025 Jan 28, 2026
Redhawk Wealth Advisors, Inc. History Reduced 6,223 1,298 0.15% 0.15% 778 -278 -4.28% Q4 2025 Jan 14, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 6,216 1,297 0.08% 0.08% 779 +807 14.92% Q4 2025 Feb 05, 2026
TEMA ETFS LLC History Reduced 6,213 1,296 0.1% 0.1% 780 -16 -0.26% Q4 2025 Jan 16, 2026
TCW GROUP INC History New 6,187 1,291 0.01% — 781 +6,187 New Q4 2025 Feb 17, 2026
KPP Advisory Services LLC History Added to 6,189 1,291 0.19% 0.18% 782 +17 0.28% Q4 2025 Feb 02, 2026
EntryPoint Capital, LLC History No change 6,185 1,290 0.5% 0.48% 783 0 0.0% Q4 2025 Feb 12, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Added to 6,174 1,288 0.37% 0.36% 784 +396 6.85% Q4 2025 Feb 10, 2026
Berkeley Capital Partners, LLC History Added to 6,159 1,285 0.3% 0.26% 785 +637 11.54% Q4 2025 Feb 05, 2026
AMG National Trust Bank History Reduced 6,142 1,282 0.03% 0.03% 786 -50 -0.81% Q4 2025 Jan 30, 2026
WASHINGTON TRUST Co History Reduced 6,100 1,273 0.04% 0.04% 787 -51 -0.83% Q4 2025 Feb 10, 2026
Wedmont Private Capital History Added to 5,879 1,271 0.04% 0.04% 789 +563 10.59% Q4 2025 Jan 08, 2026
Hilltop Holdings Inc. History Reduced 6,090 1,271 0.08% 0.07% 788 -462 -7.05% Q4 2025 Feb 17, 2026
Phillips Wealth Planners LLC History Reduced 5,631 1,269 1.02% 1.05% 790 -865 -13.32% Q4 2025 Feb 10, 2026
Tweedy, Browne Co LLC History Added to 6,068 1,266 0.1% 0.09% 791 +864 16.6% Q4 2025 Feb 03, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Reduced 6,061 1,265 0.9% 1.0% 792 -360 -5.61% Q4 2025 Feb 13, 2026
17 CAPITAL PARTNERS, LLC History No change 6,052 1,263 0.65% 0.66% 793 0 0.0% Q4 2025 Feb 13, 2026
AdvisorNet Financial, Inc History Added to 6,047 1,262 0.07% 0.07% 794 +64 1.07% Q4 2025 Jan 20, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 6,024 1,257 0.06% 0.09% 795 -288 -4.56% Q4 2025 Feb 12, 2026
Nicholas Hoffman & Company, LLC. History Reduced 6,002 1,252 0.03% 0.03% 797 -128 -2.09% Q4 2025 Feb 02, 2026
Supplemental Annuity Collective Trust of NJ History No change 6,000 1,252 0.32% 0.32% 796 0 0.0% Q4 2025 Jan 29, 2026
BIP Wealth, LLC History New 5,954 1,242 0.04% — 798 +5,954 New Q4 2025 Jan 21, 2026
CHICAGO TRUST Co NA History Reduced 5,943 1,240 0.19% 0.17% 799 -159 -2.61% Q4 2025 Feb 17, 2026
Retirement Planning Group, LLC History Added to 5,879 1,227 0.04% 0.04% 800 +286 5.11% Q4 2025 Feb 03, 2026
Qtron Investments LLC History Reduced 5,870 1,225 0.16% 0.2% 802 -1,969 -25.12% Q4 2025 Feb 12, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 5,871 1,225 0.02% 0.02% 801 +138 2.41% Q4 2025 Feb 06, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 5,857 1,222 0.04% 0.05% 803 -858 -12.78% Q4 2025 Jan 14, 2026
GTS SECURITIES LLC History Added to 5,841 1,219 0.04% 0.02% 804 +3,351 134.58% Q4 2025 Feb 13, 2026
ROCKLAND TRUST CO History Reduced 5,810 1,212 0.05% 0.08% 805 -4,155 -41.7% Q4 2025 Jan 15, 2026
Alhambra Investment Management LLC History No change 5,806 1,211 0.56% 0.55% 806 0 0.0% Q4 2025 Jan 15, 2026
PRIVATE TRUST CO NA History Reduced 5,798 1,210 0.11% 0.12% 807 -783 -11.9% Q4 2025 Jan 26, 2026
Jaffetilchin Investment Partners, LLC History Reduced 5,784 1,207 0.07% 0.07% 808 -90 -1.53% Q4 2025 Jan 15, 2026
Jefferies Financial Group Inc. History Reduced 5,628 1,174 0.01% 0.01% 809 -4,671 -45.35% Q4 2025 Feb 09, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 5,623 1,173 0.16% 0.16% 810 -66 -1.16% Q4 2025 Jan 23, 2026
First County Bank /CT/ History Added to 5,607 1,170 0.61% 0.56% 811 +141 2.58% Q4 2025 Jan 14, 2026
NEVILLE RODIE & SHAW INC History No change 5,602 1,169 0.08% 0.08% 812 0 0.0% Q4 2025 Jan 06, 2026
OpenArc Corporate Advisory, LLC History New 5,592 1,167 0.02% — 813 +5,592 New Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Reduced 5,573 1,163 0.06% 0.06% 814 -162 -2.82% Q4 2025 Feb 11, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History Reduced 5,510 1,150 0.93% 1.21% 815 -2,920 -34.64% Q4 2025 Jan 29, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 5,512 1,150 0.06% 0.06% 816 0 0.0% Q4 2025 Jan 13, 2026
Ally Financial Inc. History No change 5,500 1,148 0.14% 0.14% 817 0 0.0% Q4 2025 Feb 13, 2026
RiverFront Investment Group, LLC History Reduced 5,497 1,147 0.02% 0.02% 818 -208 -3.65% Q4 2025 Feb 05, 2026
GC Wealth Management RIA, LLC History Reduced 5,434 1,134 0.04% 0.07% 820 -4,768 -46.74% Q4 2025 Jan 30, 2026
CULLEN/FROST BANKERS, INC. History Added to 5,435 1,134 0.01% 0.01% 819 +71 1.32% Q4 2025 Feb 06, 2026
Realta Investment Advisors History New 5,419 1,131 0.37% — 822 +5,419 New Q4 2025 Jan 20, 2026
WBH ADVISORY INC History Reduced 5,419 1,131 0.08% 0.09% 821 -210 -3.73% Q4 2025 Jan 26, 2026
Coppell Advisory Solutions LLC History Added to 5,356 1,130 0.11% 0.11% 823 +256 5.02% Q4 2025 Feb 17, 2026
CNB Bank History Added to 5,384 1,123 0.46% 0.43% 825 +252 4.91% Q4 2025 Feb 11, 2026
Formidable Asset Management, LLC History Reduced 5,590 1,123 0.16% 0.17% 824 -242 -4.15% Q4 2025 Jan 16, 2026
San Luis Wealth Advisors LLC History Added to 5,360 1,118 0.19% 0.15% 826 +1,260 30.73% Q4 2025 Jan 26, 2026
Pines Wealth Management, LLC History Reduced 5,342 1,115 0.36% 0.39% 827 -405 -7.05% Q4 2025 Feb 02, 2026
Eagle Bay Advisors LLC History Added to 5,340 1,114 0.81% 0.83% 828 +81 1.54% Q4 2025 Jan 23, 2026
Cypress Capital Group History Reduced 5,324 1,111 0.12% 0.14% 829 -500 -8.59% Q4 2025 Feb 11, 2026
Farringdon Capital, Ltd. History Added to 5,316 1,109 0.27% 0.22% 830 +1,037 24.23% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Reduced 5,310 1,108 0.08% 0.09% 832 -226 -4.08% Q4 2025 Jan 29, 2026
BECK MACK & OLIVER LLC History No change 5,309 1,108 0.02% 0.02% 831 0 0.0% Q4 2025 Feb 12, 2026
Drucker Wealth 3.0, LLC History Added to 5,293 1,104 0.19% 0.15% 833 +1,012 23.64% Q4 2025 Feb 03, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 5,283 1,102 0.27% 0.27% 834 0 0.0% Q4 2025 Jan 23, 2026
Advisor Resource Council History New 4,830 1,099 0.39% — 836 +4,830 New Q4 2025 Feb 10, 2026
Grandview Asset Management LLC History Reduced 5,268 1,099 0.3% 0.31% 835 -139 -2.57% Q4 2025 Jan 26, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 5,237 1,093 0.11% 0.11% 837 -74 -1.39% Q4 2025 Jan 30, 2026
EVOKE WEALTH, LLC History Added to 5,219 1,089 0.02% 0.02% 838 +663 14.55% Q4 2025 Feb 06, 2026
DRW Securities, LLC History Reduced 5,203 1,085 0.03% 0.02% 839 -993 -16.03% Q4 2025 Feb 12, 2026
Investors Research Corp History No change 5,199 1,085 0.2% 0.19% 840 0 0.0% Q4 2025 Jan 06, 2026
HARBOUR INVESTMENTS, INC. History Reduced 5,184 1,081 0.02% 0.03% 841 -570 -9.91% Q4 2025 Feb 09, 2026
Atlas Wealth LLC History No change 5,178 1,080 0.33% 0.34% 842 0 0.0% Q4 2025 Feb 05, 2026
Premier Path Wealth Partners, LLC History Added to 5,173 1,079 0.14% 0.11% 843 +835 19.25% Q4 2025 Jan 22, 2026
STALEY CAPITAL ADVISERS INC History No change 5,156 1,076 0.04% 0.04% 844 0 0.0% Q4 2025 Feb 05, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 5,138 1,072 0.04% 0.04% 845 -234 -4.36% Q4 2025 Jan 23, 2026
Ledgewood Wealth Advisors, LLC History No change 5,104 1,065 0.61% 0.61% 846 0 0.0% Q4 2025 Jan 16, 2026
Mechanics Financial Corp History Added to 5,093 1,063 0.39% 0.38% 847 +55 1.09% Q4 2025 Jan 22, 2026
Fideuram Asset Management (Ireland) dac History New 5,566 1,055 0.08% — 848 +5,566 New Q4 2025 Feb 10, 2026
MATHER GROUP, LLC. History Added to 5,048 1,053 0.01% 0.01% 850 +206 4.25% Q4 2025 Jan 13, 2026
Simplicity Wealth,LLC History Added to 5,046 1,053 0.06% 0.06% 851 +148 3.02% Q4 2025 Jan 30, 2026
BANK OF STOCKTON History Added to 5,048 1,053 0.3% 0.29% 849 +35 0.7% Q4 2025 Jan 21, 2026
Canton Hathaway, LLC History No change 5,000 1,043 0.2% 0.19% 852 0 0.0% Q4 2025 Jan 21, 2026
Auto-Owners Insurance Co History No change 5,000 1,043 0.02% 0.03% 853 0 0.0% Q4 2025 Mar 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 4,975 1,038 0.08% 0.08% 854 +305 6.53% Q4 2025 Jan 07, 2026
OFI INVEST ASSET MANAGEMENT History Added to 5,708 1,035 0.01% 0.0% 855 +5,006 713.11% Q4 2025 Jan 22, 2026
Kaufman Rossin Wealth, LLC History Added to 4,955 1,034 0.54% 0.54% 856 +1 0.02% Q4 2025 Jan 14, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 4,945 1,032 0.09% 0.14% 857 +250 5.32% Q4 2025 Feb 11, 2026
Interchange Capital Partners, LLC History Added to 4,925 1,028 0.19% 0.17% 859 +582 13.4% Q4 2025 Jan 30, 2026
Faithward Advisors, LLC History Added to 4,927 1,028 0.15% 0.14% 858 +171 3.6% Q4 2025 Feb 17, 2026
Field & Main Bank History No change 4,915 1,025 0.3% 0.29% 860 0 0.0% Q4 2025 Jan 28, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Reduced 4,900 1,022 0.24% 0.24% 861 -400 -7.55% Q4 2025 Feb 04, 2026
Bangor Savings Bank History Reduced 4,892 1,021 0.08% 0.08% 862 -173 -3.42% Q4 2025 Jan 16, 2026
Belpointe Asset Management LLC History Reduced 4,887 1,020 0.04% 0.04% 863 -105 -2.1% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 4,866 1,015 0.05% 0.05% 864 +200 4.29% Q4 2025 Jan 26, 2026
Prosperity Wealth Management, Inc. History New 4,860 1,014 0.34% — 865 +4,860 New Q4 2025 Mar 27, 2026
SYON CAPITAL LLC History Added to 4,845 1,011 0.05% 0.04% 866 +1,502 44.93% Q4 2025 Feb 11, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 4,817 1,005 0.23% 0.23% 867 0 0.0% Q4 2025 Feb 11, 2026
DENALI ADVISORS LLC History Added to 4,800 1,001 0.11% 0.08% 868 +1,100 29.73% Q4 2025 Feb 03, 2026
North Star Investment Management Corp. History Added to 4,784 998 0.06% 0.06% 869 +50 1.06% Q4 2025 Jan 30, 2026
Purkiss Capital Advisors LLC History Reduced 4,778 997 0.47% 0.48% 870 -182 -3.67% Q4 2025 Feb 04, 2026
Integrated Capital Management, LLC History Added to 4,767 994 0.43% 0.38% 871 +44 0.93% Q4 2025 Jan 26, 2026
Pure Financial Advisors, LLC History Added to 4,758 993 0.18% 0.01% 872 +282 6.3% Q4 2025 Mar 04, 2026
Applied Finance Capital Management, LLC History Reduced 4,755 992 0.07% 0.13% 873 -4,582 -49.07% Q4 2025 Feb 05, 2026
WHITE PINE CAPITAL LLC History No change 4,750 991 0.27% 0.27% 874 0 0.0% Q4 2025 Feb 09, 2026
Aaron Wealth Advisors LLC History Added to 4,738 988 0.05% 0.04% 876 +1,491 45.92% Q4 2025 Jan 21, 2026
SOUTH PLAINS FINANCIAL, INC. History Added to 4,734 988 0.59% 0.58% 875 +101 2.18% Q4 2025 Feb 13, 2026
Redwood Financial Network Corp History Reduced 4,731 987 0.63% 0.64% 877 -315 -6.24% Q4 2025 Feb 10, 2026
Severin Investments, LLC History Added to 4,714 984 0.87% 0.83% 878 +52 1.12% Q4 2025 Feb 09, 2026
Thrive Wealth Management, LLC History Added to 4,700 981 0.14% 0.14% 879 +167 3.68% Q4 2025 Jan 12, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History Reduced 4,695 979 0.61% 0.64% 880 -240 -4.86% Q4 2025 Feb 13, 2026
Breakwater Capital Group History Reduced 4,686 978 0.14% 0.14% 881 -7 -0.15% Q4 2025 Jan 09, 2026
Dynamic Advisor Solutions LLC History Reduced 4,672 975 0.03% 0.03% 882 -147 -3.05% Q4 2025 Jan 09, 2026
PROFUND ADVISORS LLC History Reduced 4,665 973 0.03% 0.04% 883 -1,080 -18.8% Q4 2025 Feb 06, 2026
Manchester Capital Management LLC History Added to 4,660 972 0.13% 0.11% 884 +681 17.11% Q4 2025 Feb 11, 2026
Wellington Shields & Co., LLC History Reduced 4,643 969 0.24% 0.25% 885 -200 -4.13% Q4 2025 Feb 09, 2026
Pine Valley Investments Ltd Liability Co History Reduced 4,630 966 0.04% 0.05% 886 -106 -2.24% Q4 2025 Feb 13, 2026
Atlas Brown,Inc. History Reduced 4,623 965 0.29% 0.33% 887 -993 -17.68% Q4 2025 Jan 09, 2026
Mendel Money Management History Reduced 4,618 963 0.4% 0.44% 888 -555 -10.73% Q4 2025 Jan 29, 2026
Grove Bank & Trust History Reduced 4,613 962 0.11% 0.11% 889 -148 -3.11% Q4 2025 Jan 08, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP History No change 4,600 960 0.02% 0.02% 890 0 0.0% Q4 2025 Feb 09, 2026
B. Riley Wealth Advisors, Inc. History Reduced 4,594 958 0.04% 0.05% 891 -447 -8.87% Q4 2025 Feb 17, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 4,580 955 0.01% 0.02% 892 -779 -14.54% Q4 2025 Feb 12, 2026
ATWOOD & PALMER INC History No change 4,546 948 0.05% 0.05% 893 0 0.0% Q4 2025 Jan 28, 2026
Central Pacific Bank - Trust Division History Reduced 4,499 939 0.12% 0.11% 894 -19 -0.42% Q4 2025 Jan 07, 2026
Colonial Trust Advisors History Reduced 4,495 938 0.07% 0.07% 895 -73 -1.6% Q4 2025 Feb 12, 2026
Foster Victor Wealth Advisors, LLC History Added to 4,207 938 0.05% 0.05% 896 +7 0.17% Q4 2025 Jan 26, 2026
NORDEN GROUP LLC History Added to 4,489 936 0.09% 0.07% 898 +877 24.28% Q4 2025 Jan 13, 2026
Windsor Capital Management, LLC History Reduced 4,486 936 0.26% 0.25% 897 -37 -0.82% Q4 2025 Jan 15, 2026
BTG Pactual Asset Management US LLC History New 4,473 933 0.09% — 899 +4,473 New Q4 2025 Feb 17, 2026
Cadence Bank History Reduced 4,465 931 0.05% 0.06% 900 -166 -3.58% Q4 2025 Jan 30, 2026
Coquina Private Wealth LLC History New 4,447 928 0.74% — 902 +4,447 New Q4 2025 Jan 29, 2026
CULLINAN ASSOCIATES INC History Reduced 4,448 928 0.06% 0.06% 901 -364 -7.56% Q4 2025 Jan 30, 2026
Diversified Enterprises, LLC History Added to 4,440 926 0.06% 0.06% 904 +304 7.35% Q4 2025 Jan 28, 2026
Garrett Wealth Advisory Group, LLC History No change 4,440 926 0.18% 0.17% 903 0 0.0% Q4 2025 Feb 04, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 4,415 921 0.04% 0.04% 905 +297 7.21% Q4 2025 Feb 13, 2026
Trust Asset Management LLC History Reduced 4,414 921 0.06% 0.06% 906 -168 -3.67% Q4 2025 Jan 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 4,405 919 0.07% 0.07% 907 -679 -13.36% Q4 2025 Jan 23, 2026
Souders Financial Advisors History Reduced 4,396 917 0.11% 0.12% 908 -810 -15.56% Q4 2025 Feb 02, 2026
PW Nova Financial Services LLC History New 4,323 914 0.35% — 909 +4,323 New Q4 2025 Apr 09, 2026
CPA Asset Management Group, LLC History No change 4,375 913 0.32% 0.34% 910 0 0.0% Q4 2025 Jan 13, 2026
ZEGA Investments, LLC History New 4,364 910 0.11% — 911 +4,364 New Q4 2025 Jan 27, 2026
D.B. Root & Company, LLC History Added to 4,360 909 0.22% 0.22% 912 +19 0.44% Q4 2025 Feb 03, 2026
Sun Financial Inc History New 4,335 904 0.5% — 913 +4,335 New Q4 2025 Feb 02, 2026
WEDBUSH SECURITIES INC History Reduced 4,318 901 0.03% 0.03% 914 -315 -6.8% Q4 2025 Feb 12, 2026
EARNED WEALTH ADVISORS, LLC History Added to 4,316 900 0.29% 0.11% 917 +949 28.19% Q4 2025 Jan 27, 2026
MainStreet Investment Advisors LLC History Reduced 4,316 900 0.13% 0.13% 916 -660 -13.26% Q4 2025 Feb 10, 2026
CHILTON INVESTMENT CO INC. History Added to 4,316 900 0.02% 0.02% 915 +500 13.1% Q4 2025 Feb 17, 2026
COOKSON PEIRCE & CO INC History Added to 4,273 892 0.04% 0.03% 918 +417 10.81% Q4 2025 Feb 11, 2026
Checchi Capital Advisers, LLC History Reduced 4,244 885 0.05% 0.05% 919 -160 -3.63% Q4 2025 Jan 27, 2026
AssuredPartners Investment Advisors, LLC History Added to 4,228 882 0.13% 0.07% 921 +2,651 168.1% Q4 2025 Feb 03, 2026
FORTEM FINANCIAL GROUP, LLC History Reduced 4,229 882 0.24% 0.27% 920 -464 -9.89% Q4 2025 Feb 04, 2026
Fiduciary Alliance LLC History Reduced 4,225 881 0.06% 0.06% 922 -11 -0.26% Q4 2025 Jan 22, 2026
WADDELL & ASSOCIATES, LLC History Reduced 4,213 879 0.06% 0.08% 923 -452 -9.69% Q4 2025 Feb 11, 2026
Parcion Private Wealth LLC History Added to 4,210 878 0.05% 0.04% 924 +809 23.79% Q4 2025 Jan 26, 2026
Fort Sheridan Advisors LLC History No change 4,199 876 0.11% 0.11% 925 0 0.0% Q4 2025 Feb 10, 2026
Quent Capital, LLC History Reduced 4,187 873 0.06% 0.07% 927 -119 -2.76% Q4 2025 Jan 29, 2026
TCV Trust & Wealth Management, Inc. History No change 4,185 873 0.07% 0.07% 926 0 0.0% Q4 2025 Jan 23, 2026
S&T BANK/PA History Reduced 4,177 871 0.28% 0.24% 928 -100 -2.34% Q4 2025 Feb 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 4,173 871 0.21% 0.2% 929 -9 -0.22% Q4 2025 Jan 12, 2026
WEST PACES ADVISORS INC. History Added to 4,165 869 0.17% 0.17% 930 +14 0.34% Q4 2025 Jan 21, 2026
RKL Wealth Management LLC History Added to 4,163 868 0.07% 0.07% 931 +35 0.85% Q4 2025 Feb 12, 2026
Net Worth Advisory Group History New 4,158 867 0.18% — 932 +4,158 New Q4 2025 Jan 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 4,117 859 0.16% 0.06% 934 +2,684 187.3% Q4 2025 Feb 09, 2026
Journey Advisory Group, LLC History Added to 4,119 859 0.07% 0.05% 933 +797 23.99% Q4 2025 Jan 27, 2026
Limestone Investment Advisors LP History Added to 4,110 857 0.08% 0.04% 936 +1,610 64.4% Q4 2025 Feb 17, 2026
Oak Asset Management, LLC History No change 4,106 857 0.29% 0.28% 935 0 0.0% Q4 2025 Jan 14, 2026
Aljian Capital Management, LLC History Reduced 4,098 855 0.17% 0.19% 937 -484 -10.56% Q4 2025 Jan 23, 2026
Van Hulzen Asset Management, LLC History Added to 4,059 847 0.06% 0.06% 938 +330 8.85% Q4 2025 Feb 06, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 4,027 840 0.01% 0.01% 939 +827 25.84% Q4 2025 Feb 12, 2026
Frederick Financial Consultants, LLC History Reduced 4,022 839 0.46% 0.45% 940 -10 -0.25% Q4 2025 Feb 10, 2026
Stonebridge Financial Group, LLC History Added to 4,018 838 0.07% 0.07% 941 +4 0.1% Q4 2025 Jan 21, 2026
Glaxis Capital Management, LLC History New 4,000 834 1.43% — 943 +4,000 New Q4 2025 Feb 12, 2026
Triangle Securities Wealth Management History Reduced 4,000 834 0.18% 0.19% 942 -190 -4.53% Q4 2025 Jan 13, 2026
SPINNAKER TRUST History Reduced 3,990 832 0.04% 0.05% 944 -121 -2.94% Q4 2025 Feb 10, 2026
Northwest Bancshares, Inc. History No change 3,970 828 0.16% 0.13% 945 0 0.0% Q4 2025 Feb 13, 2026
Code Waechter LLC History Added to 3,941 822 0.53% 0.46% 948 +197 5.26% Q4 2025 Jan 26, 2026
1248 Management, LLC History Added to 3,941 822 0.44% 0.44% 947 +62 1.6% Q4 2025 Feb 13, 2026
TOWNSQUARE CAPITAL LLC History Reduced 3,942 822 0.18% 0.12% 946 -19 -0.48% Q4 2025 Feb 11, 2026
CAXTON ASSOCIATES LLP History New 3,937 821 0.02% — 949 +3,937 New Q4 2025 Feb 13, 2026
Diversified Trust Co History Added to 3,929 820 0.02% 0.02% 950 +140 3.69% Q4 2025 Jan 09, 2026
OmniStar Financial Group, Inc. History Reduced 3,927 819 0.48% 0.52% 951 -320 -7.53% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 3,905 815 0.03% 0.03% 952 +587 17.69% Q4 2025 Jan 21, 2026
CFS Investment Advisory Services, LLC History Added to 3,903 814 0.06% 0.05% 954 +101 2.66% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Reduced 3,902 814 0.01% 0.01% 953 -51 -1.29% Q4 2025 Jan 26, 2026
SUMITOMO LIFE INSURANCE CO History Added to 3,897 813 0.02% 0.02% 955 +34 0.88% Q4 2025 Feb 13, 2026
Quadcap Wealth Management, LLC History Reduced 3,892 812 0.09% 0.09% 956 -57 -1.44% Q4 2025 Jan 29, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC History Reduced 3,890 811 0.12% 0.12% 957 -33 -0.84% Q4 2025 Jan 23, 2026
CALTON & ASSOCIATES, INC. History Reduced 3,877 809 0.12% 0.12% 958 -51 -1.3% Q4 2025 Feb 10, 2026
OKABENA INVESTMENT SERVICES INC History New 3,872 808 0.15% — 959 +3,872 New Q4 2025 Feb 13, 2026
Maple Capital Management, Inc. History Reduced 3,873 808 0.05% 0.06% 960 -352 -8.33% Q4 2025 Feb 03, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 3,860 805 0.37% 0.36% 961 +37 0.97% Q4 2025 Jan 14, 2026
Kera Capital Partners, Inc. History Reduced 3,601 804 0.1% 0.12% 962 -507 -12.34% Q4 2025 Feb 23, 2026
LRI Investments, LLC History No change 3,847 802 0.06% 0.06% 963 0 0.0% Q4 2025 Feb 04, 2026
Aurdan Capital Management, LLC History No change 3,841 801 0.25% 0.25% 964 0 0.0% Q4 2025 Jan 12, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 3,834 800 0.02% 0.02% 965 +56 1.48% Q4 2025 Feb 10, 2026
Legacy Capital Wealth Partners, LLC History Reduced 3,822 797 0.17% 0.17% 967 -43 -1.11% Q4 2025 Jan 16, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 3,817 797 0.11% 0.11% 966 -33 -0.86% Q4 2025 Jan 20, 2026
Carlson Capital, L.P. History New 3,800 793 0.28% — 968 +3,800 New Q4 2025 Feb 03, 2026
ARS Wealth Advisors Group, LLC History Reduced 3,795 792 0.07% 0.08% 969 -250 -6.18% Q4 2025 Jan 12, 2026
Dakota Wealth Management History Added to 3,794 791 0.01% 0.01% 970 +1,948 105.53% Q4 2025 Jan 13, 2026
waypoint wealth counsel History Added to 3,764 785 0.29% 0.26% 971 +427 12.8% Q4 2025 Jan 28, 2026
Cassaday & Co Wealth Management LLC History Added to 3,758 784 0.02% 0.02% 972 +79 2.15% Q4 2025 Feb 03, 2026
GARDNER RUSSO & QUINN LLC History No change 3,750 782 0.01% 0.01% 973 0 0.0% Q4 2025 Feb 12, 2026
AlphaCore Capital LLC History Added to 3,746 781 0.02% 0.02% 974 +1,365 57.33% Q4 2025 Feb 05, 2026
AFFINITY WEALTH MANAGEMENT LLC History Reduced 3,717 775 0.11% 0.11% 975 -25 -0.67% Q4 2025 Jan 15, 2026
Caerus Investment Advisors, LLC History Reduced 3,698 771 0.25% 0.58% 976 -3,309 -47.22% Q4 2025 Feb 12, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Reduced 3,685 769 0.22% 0.24% 977 -133 -3.48% Q4 2025 Feb 11, 2026
Consilium Wealth Advisory, LLC History Added to 3,679 768 0.28% 0.27% 978 +169 4.81% Q4 2025 Jan 26, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 3,680 768 0.48% 0.46% 979 +148 4.19% Q4 2025 Feb 04, 2026
NORTH DALLAS BANK & TRUST CO History New 3,675 767 0.5% — 980 +3,675 New Q4 2025 Feb 11, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 3,654 762 0.02% 0.02% 981 -194 -5.04% Q4 2025 Jan 27, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 3,645 760 0.08% 0.09% 982 -92 -2.46% Q4 2025 Jan 08, 2026
CAPE ANN SAVINGS BANK History Reduced 3,626 756 0.39% 0.42% 983 -305 -7.76% Q4 2025 Jan 28, 2026
PRINCIPAL SECURITIES, INC. History Reduced 3,618 755 0.01% 0.02% 984 -1,151 -24.14% Q4 2025 Feb 12, 2026
Wealth Preservation Advisors, LLC History Reduced 3,604 752 0.38% 0.42% 985 -1 -0.03% Q4 2025 Feb 23, 2026
DF DENT & CO INC History Reduced 3,601 751 0.01% 0.01% 986 -1,053 -22.63% Q4 2025 Feb 17, 2026
Graves Light Lenhart Wealth, Inc. History No change 3,598 750 0.08% 0.08% 987 0 0.0% Q4 2025 Jan 09, 2026
IHT Wealth Management, LLC History Added to 3,573 745 0.02% 0.01% 988 +765 27.24% Q4 2025 Feb 17, 2026
BSW Wealth Partners History Added to 3,562 743 0.09% 0.09% 989 +43 1.22% Q4 2025 Jan 23, 2026
One Capital Management, LLC History Added to 3,562 743 0.02% 0.02% 990 +14 0.39% Q4 2025 Feb 10, 2026
INTRUST BANK NA History Added to 3,559 742 0.06% 0.06% 991 +240 7.23% Q4 2025 Feb 06, 2026
KG&L Capital Management,LLC History Reduced 3,556 742 0.18% 0.2% 992 -230 -6.08% Q4 2025 Jan 23, 2026
SBI Okasan Asset Management Co.Ltd. History New 3,500 741 0.04% — 993 +3,500 New Q4 2025 Feb 10, 2026
MASTERINVEST Kapitalanlage GmbH History No change 3,509 740 0.07% 0.07% 994 0 0.0% Q4 2025 Jan 27, 2026
Adelphi Trust Co History New 3,545 739 0.6% — 995 +3,545 New Q4 2025 Jan 26, 2026
Wealth Enhancement Trust Services, Inc. History New 3,535 737 0.09% — 996 +3,535 New Q4 2025 Jan 27, 2026
InvesTrust History Reduced 3,510 732 0.28% 0.26% 997 -54 -1.52% Q4 2025 Jan 14, 2026
Indivisible Partners History New 3,506 731 0.08% — 998 +3,506 New Q4 2025 Feb 03, 2026
Ipsen Advisor Group LLC History Reduced 3,498 730 0.52% 0.53% 999 -154 -4.22% Q4 2025 Feb 11, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History New 3,497 729 0.02% — 1000 +3,497 New Q4 2025 Feb 02, 2026
Kennebec Savings Bank History Added to 3,497 729 0.63% 0.63% 1001 +73 2.13% Q4 2025 Jan 22, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 3,494 729 0.49% 0.5% 1002 0 0.0% Q4 2025 Jan 07, 2026
Caitong International Asset Management Co., Ltd History New 3,490 728 0.18% — 1004 +3,490 New Q4 2025 Mar 03, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 3,492 728 0.0% 0.0% 1003 +28 0.81% Q4 2025 Jan 13, 2026
Modern Wealth Management, LLC History Reduced 3,483 726 0.01% 0.01% 1005 -148 -4.08% Q4 2025 Feb 17, 2026
FineMark National Bank & Trust History Reduced 3,476 725 0.02% 0.03% 1006 -1,046 -23.13% Q4 2025 Feb 12, 2026
Crumly & Associates Inc. History Reduced 3,477 725 0.15% 0.15% 1007 -25 -0.71% Q4 2025 Jan 14, 2026
Bison Wealth, LLC History New 3,584 722 0.08% — 1009 +3,584 New Q4 2025 Mar 24, 2026
SMITH, MOORE & CO. History Added to 3,463 722 0.05% 0.03% 1008 +1,455 72.46% Q4 2025 Jan 23, 2026
Parallel Advisors, LLC History Reduced 3,448 719 0.01% 0.01% 1010 -20 -0.58% Q4 2025 Feb 11, 2026
SOL Capital Management CO History No change 3,440 718 0.06% 0.06% 1011 0 0.0% Q4 2025 Jan 30, 2026
AFFINITY INVESTMENT ADVISORS, LLC History No change 3,441 718 0.48% 0.47% 1012 0 0.0% Q4 2025 Feb 12, 2026
Falcon Wealth Planning History Added to 3,438 717 0.06% 0.05% 1013 +579 20.25% Q4 2025 Feb 03, 2026
UNIVEST FINANCIAL Corp History Reduced 3,433 716 0.04% 0.04% 1014 -86 -2.44% Q4 2025 Feb 04, 2026
GeoWealth Management, LLC History Reduced 3,417 713 0.03% 0.03% 1015 -515 -13.1% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Added to 3,417 713 0.05% 0.05% 1016 +13 0.38% Q4 2025 Feb 20, 2026
Sound View Wealth Advisors Group, LLC History No change 3,410 711 0.05% 0.05% 1017 0 0.0% Q4 2025 Jan 08, 2026
Emprise Bank History No change 3,407 711 0.3% 0.3% 1018 0 0.0% Q4 2025 Jan 28, 2026
Quadrature Capital Ltd History New 3,405 710 0.01% — 1019 +3,405 New Q4 2025 Feb 17, 2026
Savvy Advisors, Inc. History Reduced 3,383 706 0.02% 0.04% 1020 -847 -20.02% Q4 2025 Jan 20, 2026
Colonial Trust Co / SC History Reduced 3,374 704 0.09% 0.12% 1021 -1,068 -24.04% Q4 2025 Feb 12, 2026
LBP AM SA History Reduced 3,371 703 0.01% 0.01% 1022 -1,853 -35.47% Q4 2025 Jan 26, 2026
Novak & Powell Financial Services, Inc. History No change 3,364 702 0.37% 0.35% 1023 0 0.0% Q4 2025 Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 3,359 701 0.03% 0.03% 1024 +621 22.68% Q4 2025 Jan 28, 2026
Carr Financial Group Corp History Reduced 3,351 699 0.19% 0.2% 1025 -192 -5.42% Q4 2025 Jan 09, 2026
Founders Financial Alliance, LLC History Reduced 3,345 698 0.13% 0.13% 1026 -166 -4.73% Q4 2025 Feb 12, 2026
Tiller Private Wealth, Inc. History Added to 3,336 696 0.25% 0.22% 1027 +275 8.98% Q4 2025 Jan 14, 2026
Greenfield Savings Bank History Reduced 3,322 693 0.29% 0.3% 1028 -170 -4.87% Q4 2025 Feb 02, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 3,307 690 0.25% 0.24% 1029 -56 -1.67% Q4 2025 Feb 10, 2026
Wealth Management Strategies, Inc. History Added to 3,305 689 0.32% 0.23% 1031 +1,021 44.7% Q4 2025 Feb 17, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 3,302 689 0.04% 0.04% 1030 0 0.0% Q4 2025 Feb 12, 2026
RWA WEALTH PARTNERS, LLC History Added to 3,290 686 0.01% 0.0% 1032 +2,263 220.35% Q4 2025 Feb 12, 2026
STABLEFORD CAPITAL II LLC History Reduced 3,285 685 0.25% 0.24% 1033 -79 -2.35% Q4 2025 Jan 13, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Added to 3,274 683 0.02% 0.01% 1034 +1,220 59.4% Q4 2025 Jan 28, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 3,267 682 0.06% 0.06% 1035 0 0.0% Q4 2025 Jan 12, 2026
BOSTON FAMILY OFFICE LLC History Reduced 3,245 677 0.04% 0.04% 1036 -25 -0.76% Q4 2025 Feb 13, 2026
Cane Capital Partners, LLC History New 3,236 675 0.27% — 1038 +3,236 New Q4 2025 Jan 21, 2026
CreativeOne Wealth, LLC History Reduced 3,234 675 0.02% 0.02% 1037 -106 -3.17% Q4 2025 Feb 13, 2026
SAX WEALTH ADVISORS, LLC History Added to 3,215 671 0.03% 0.03% 1039 +285 9.73% Q4 2025 Jan 12, 2026
SYM FINANCIAL Corp History Reduced 3,196 667 0.07% 0.07% 1040 -205 -6.03% Q4 2025 Feb 13, 2026
SVB WEALTH LLC History Reduced 3,183 664 0.04% 0.04% 1042 -164 -4.9% Q4 2025 Feb 04, 2026
Composition Wealth, LLC History Added to 3,185 664 0.01% 0.01% 1041 +135 4.43% Q4 2025 Feb 02, 2026
Soltis Investment Advisors LLC History Added to 3,161 659 0.04% 0.03% 1043 +1,216 62.52% Q4 2025 Apr 02, 2026
Millstone Evans Group, LLC History Reduced 3,151 657 0.39% 0.4% 1044 -2 -0.06% Q4 2025 Feb 02, 2026
Riverwater Partners LLC History Reduced 3,143 656 0.25% 0.27% 1046 -45 -1.41% Q4 2025 Feb 12, 2026
Magnus Financial Group LLC History Added to 3,145 656 0.05% 0.05% 1045 +19 0.61% Q4 2025 Jan 07, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 3,131 653 0.19% 0.19% 1047 0 0.0% Q4 2025 Feb 11, 2026
Welch Group, LLC History Added to 3,118 650 0.03% 0.02% 1048 +39 1.27% Q4 2025 Jan 26, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 3,112 649 0.02% 0.02% 1049 +224 7.76% Q4 2025 Feb 13, 2026
Capital Investment Advisors, LLC History Added to 3,114 649 0.01% 0.01% 1050 +189 6.46% Q4 2025 Jan 13, 2026
Prosperity Consulting Group, LLC History Reduced 3,108 648 0.03% 0.03% 1051 -16 -0.51% Q4 2025 Feb 17, 2026
MARATHON CAPITAL MANAGEMENT History No change 3,077 642 0.14% 0.14% 1052 0 0.0% Q4 2025 Jan 29, 2026
Gilbert & Cook, Inc. History Added to 3,053 637 0.08% 0.08% 1053 +59 1.97% Q4 2025 Jan 07, 2026
Guardian Asset Advisors, LLC History Added to 3,047 635 0.33% 0.32% 1054 +100 3.39% Q4 2025 Jan 29, 2026
WILKINS INVESTMENT COUNSEL INC History No change 3,040 634 0.09% 0.09% 1055 0 0.0% Q4 2025 Feb 02, 2026
Santori & Peters, Inc. History Added to 3,021 630 0.22% 0.22% 1056 +19 0.63% Q4 2025 Jan 15, 2026
FSM Wealth Advisors, LLC History Reduced 3,012 628 0.09% 0.09% 1057 -179 -5.61% Q4 2025 Jan 23, 2026
Palisades Hudson Asset Management, L.P. History No change 2,996 625 0.24% 0.22% 1058 0 0.0% Q4 2025 Jan 30, 2026
Frank, Rimerman Advisors LLC History Added to 2,984 622 0.04% 0.04% 1059 +63 2.16% Q4 2025 Jan 15, 2026
Hapanowicz & Associates Financial Services, Inc History No change 2,976 621 0.24% 0.28% 1060 0 0.0% Q4 2025 Feb 11, 2026
Ausdal Financial Partners, Inc. History Added to 2,958 617 0.03% 0.03% 1061 +99 3.46% Q4 2025 Feb 13, 2026
Armstrong, Fleming & Moore, Inc History No change 2,957 617 0.29% 0.28% 1062 0 0.0% Q4 2025 Jan 16, 2026
FORBES J M & CO LLP History No change 2,955 616 0.05% 0.05% 1063 0 0.0% Q4 2025 Jan 21, 2026
Capital Investment Advisory Services, LLC History Added to 2,933 612 0.04% 0.04% 1064 +463 18.74% Q4 2025 Jan 21, 2026
CWA Asset Management Group, LLC History Reduced 2,918 609 0.02% 0.02% 1065 -31 -1.05% Q4 2025 Jan 07, 2026
EVERPAR ADVISORS LLC History Reduced 2,916 608 0.23% 0.3% 1067 -888 -23.34% Q4 2025 Jan 07, 2026
CIDEL ASSET MANAGEMENT INC History Added to 2,915 608 0.04% 0.03% 1066 +78 2.75% Q4 2025 Jan 21, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 2,908 606 0.03% 0.02% 1068 +1,721 144.99% Q4 2025 Feb 09, 2026
Park Place Capital Corp History Reduced 2,901 605 0.13% 0.12% 1069 -9 -0.31% Q4 2025 Jan 09, 2026
Concord Wealth Partners History Reduced 2,889 603 0.08% 0.08% 1070 -35 -1.2% Q4 2025 Jan 29, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 2,887 602 0.14% — 1071 +2,887 New Q4 2025 Feb 03, 2026
Sunpointe, LLC History Added to 2,887 602 0.2% 0.21% 1072 +17 0.59% Q4 2025 Jan 23, 2026
Cornerstone Wealth Management, LLC History Added to 2,875 600 0.03% 0.02% 1073 +945 48.96% Q4 2025 Feb 05, 2026
one8zero8, LLC History No change 2,879 600 0.13% 0.12% 1074 0 0.0% Q4 2025 Feb 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Added to 2,865 597 0.2% 0.18% 1075 +211 7.95% Q4 2025 Jan 27, 2026
Mutual Advisors, LLC History Added to 2,856 596 0.01% 0.01% 1076 +315 12.4% Q4 2025 Feb 02, 2026
WEST MICHIGAN ADVISORS, LLC History Reduced 2,856 596 0.14% 0.15% 1077 -163 -5.4% Q4 2025 Jan 28, 2026
First Citizens Financial Corp History Reduced 2,850 594 0.29% 0.31% 1079 -325 -10.24% Q4 2025 Jan 06, 2026
Avantax Planning Partners, Inc. History Reduced 2,850 594 0.02% 0.02% 1078 -3 -0.11% Q4 2025 Feb 05, 2026
Lynx Investment Advisory History Reduced 2,838 592 0.32% 0.34% 1080 -16 -0.56% Q4 2025 Feb 05, 2026
CX Institutional History Reduced 2,825 590 0.02% 0.02% 1081 -59 -2.05% Q4 2025 Feb 02, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 2,816 587 0.49% 0.5% 1082 +20 0.72% Q4 2025 Jan 08, 2026
Westover Capital Advisors, LLC History Reduced 2,809 586 0.11% 0.1% 1083 -5 -0.18% Q4 2025 Feb 09, 2026
Diversify Advisory Services, LLC History Added to 2,617 584 0.02% 0.01% 1086 +431 19.72% Q4 2025 Jan 23, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 2,802 584 0.01% 0.01% 1085 +191 7.32% Q4 2025 Feb 03, 2026
S&CO INC History No change 2,800 584 0.04% 0.03% 1084 0 0.0% Q4 2025 Feb 05, 2026
Leeward Financial Partners, LLC History Reduced 2,781 580 0.16% 0.19% 1088 -625 -18.35% Q4 2025 Feb 09, 2026
Financial Management Professionals, Inc. History Reduced 2,781 580 0.06% 0.06% 1087 -7 -0.25% Q4 2025 Jan 27, 2026
Ellevest, Inc. History Reduced 2,776 579 0.08% 0.08% 1089 -118 -4.08% Q4 2025 Feb 10, 2026
CONNORS INVESTOR SERVICES INC History No change 2,772 578 0.05% 0.05% 1090 0 0.0% Q4 2025 Feb 09, 2026
Caldwell Trust Co History Reduced 2,766 577 0.05% 0.06% 1091 -298 -9.73% Q4 2025 Jan 30, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 2,752 574 0.17% 0.16% 1092 -83 -2.93% Q4 2025 Jan 26, 2026
Storgate, LLC History New 2,740 571 0.47% — 1094 +2,740 New Q4 2025 Feb 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 2,554 571 0.01% 0.0% 1093 -90 -3.4% Q4 2025 Jan 28, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History No change 2,734 570 0.09% 0.09% 1095 0 0.0% Q4 2025 Jan 29, 2026
Keudell/Morrison Wealth Management History New 2,710 565 0.12% — 1097 +2,710 New Q4 2025 Feb 06, 2026
Baldwin Investment Management, LLC History Reduced 2,708 565 0.06% 0.07% 1096 -125 -4.41% Q4 2025 Feb 13, 2026
Cordatus Wealth Management LLC History No change 2,700 563 0.13% 0.13% 1098 0 0.0% Q4 2025 Jan 26, 2026
ROGCO, LP History Added to 2,693 562 0.19% 0.17% 1100 +210 8.46% Q4 2025 Jan 30, 2026
Venture Visionary Partners LLC History Added to 2,696 562 0.02% 0.02% 1099 +10 0.37% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 2,689 561 0.02% 0.02% 1101 -8 -0.3% Q4 2025 Feb 09, 2026
Commonwealth Retirement Investments LLC History Reduced 2,683 560 0.18% 0.2% 1102 -193 -6.71% Q4 2025 Feb 11, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Reduced 2,568 559 0.05% 0.1% 1106 -2,417 -48.49% Q4 2025 Jan 22, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 2,680 559 0.01% 0.02% 1104 -1,213 -31.16% Q4 2025 Jan 16, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 2,679 559 0.0% 0.0% 1103 -43 -1.58% Q4 2025 Feb 17, 2026
Howard Capital Management Inc. History Added to 2,680 559 0.01% 0.01% 1105 +14 0.53% Q4 2025 Jan 23, 2026
Winthrop Capital Management, LLC History Added to 2,667 557 0.13% 0.13% 1107 +38 1.45% Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 2,664 555 0.06% 0.06% 1109 +78 3.02% Q4 2025 Feb 13, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 2,663 555 0.03% 0.03% 1108 -59 -2.17% Q4 2025 Jan 22, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History New 2,655 554 0.31% — 1111 +2,655 New Q4 2025 Feb 04, 2026
Wharton Business Group, LLC History No change 2,656 554 0.02% 0.02% 1110 0 0.0% Q4 2025 Feb 11, 2026
Nilsine Partners, LLC History Added to 2,654 553 0.05% 0.04% 1113 +352 15.29% Q4 2025 Jan 15, 2026
Wealth Management Partners, LLC History Reduced 2,650 553 0.16% 0.17% 1112 -70 -2.57% Q4 2025 Jan 12, 2026
Kovack Advisors, Inc. History Added to 2,646 552 0.03% 0.04% 1115 +660 33.23% Q4 2025 Feb 17, 2026
Capula Management Ltd History Added to 2,645 552 0.0% 0.0% 1114 +477 22.0% Q4 2025 Feb 13, 2026
Dorato Capital Management History New 2,588 549 0.41% — 1116 +2,588 New Q4 2025 Jan 16, 2026
MB, LEVIS & ASSOCIATES, LLC History Reduced 2,627 548 0.23% 0.24% 1117 -88 -3.24% Q4 2025 Jan 14, 2026
Bryn Mawr Trust Advisors, LLC History Added to 2,624 547 0.03% 0.02% 1118 +228 9.52% Q4 2025 Feb 04, 2026
MLP3, LLC History New 2,610 544 0.59% — 1119 +2,610 New Q4 2025 Feb 13, 2026
McMillan Office, Inc. History New 2,607 544 0.07% — 1120 +2,607 New Q4 2025 Feb 12, 2026
CAMBIENT FAMILY OFFICE, LLC History New 2,605 543 0.08% — 1122 +2,605 New Q4 2025 Feb 20, 2026
Koshinski Asset Management, Inc. History Added to 2,603 543 0.03% 0.03% 1121 +505 24.07% Q4 2025 Feb 03, 2026
Beacon Financial Advisory LLC History Reduced 2,599 542 0.13% 0.13% 1123 -253 -8.87% Q4 2025 Feb 17, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 2,595 541 0.09% 0.12% 1124 -747 -22.35% Q4 2025 Jan 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 2,595 541 0.01% 0.01% 1125 +455 21.26% Q4 2025 Feb 10, 2026
AmeriServ Wealth Advisors History Reduced 2,588 540 0.31% 0.29% 1126 -262 -9.19% Q4 2025 Feb 10, 2026
Quotient Wealth Partners, LLC History Reduced 2,590 540 0.01% 0.01% 1127 -86 -3.21% Q4 2025 Jan 22, 2026
STEPH & CO History Reduced 2,585 539 0.16% 0.18% 1128 -306 -10.58% Q4 2025 Jan 23, 2026
Lantz Financial LLC History Added to 2,583 539 0.11% 0.11% 1129 +161 6.65% Q4 2025 Jan 14, 2026
YANKCOM Partnership History Added to 2,583 539 0.23% 0.23% 1130 +46 1.81% Q4 2025 Jan 20, 2026
Keel Point, LLC History Reduced 2,579 538 0.03% 0.04% 1131 -351 -11.98% Q4 2025 Feb 12, 2026
VAN STRUM & TOWNE INC. History No change 2,577 537 0.15% 0.15% 1132 0 0.0% Q4 2025 Feb 03, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 2,554 533 0.09% — 1133 +2,554 New Q4 2025 Feb 12, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 2,545 531 0.05% 0.04% 1134 -50 -1.93% Q4 2025 Feb 09, 2026
Atom Investors LP History Added to 2,534 528 0.04% 0.04% 1135 +46 1.85% Q4 2025 Feb 17, 2026
Rothschild Wealth LLC History Added to 2,528 527 0.05% 0.06% 1136 +1,173 86.57% Q4 2025 Feb 17, 2026
Tempo Wealth, LLC History New 2,522 526 0.09% — 1139 +2,522 New Q4 2025 Feb 25, 2026
HOEY INVESTMENTS, INC History Added to 2,520 526 0.07% 0.04% 1137 +1,000 65.79% Q4 2025 Jan 28, 2026
PGIM Custom Harvest LLC History Added to 2,522 526 0.01% 0.01% 1138 +29 1.16% Q4 2025 Feb 17, 2026
Etesian Wealth Advisors, Inc. History Reduced 2,515 524 0.16% 0.17% 1141 -48 -1.87% Q4 2025 Feb 11, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 2,513 524 0.22% 0.21% 1140 0 0.0% Q4 2025 Jan 14, 2026
MASTER'S WEALTH MANAGEMENT INC. History Reduced 2,507 523 0.19% 0.23% 1142 -151 -5.68% Q4 2025 Jan 21, 2026
AIA Group Ltd History Reduced 2,502 522 0.01% 0.02% 1143 -3,027 -54.75% Q4 2025 Feb 09, 2026
Stewardship Advisors, LLC History Reduced 2,504 522 0.12% 0.12% 1144 -127 -4.83% Q4 2025 Jan 15, 2026
Davis Investment Partners, LLC History Reduced 2,470 522 0.18% 0.17% 1145 -25 -1.0% Q4 2025 Jan 06, 2026
Taylor Securities Services, Inc. History New 2,497 521 0.24% — 1147 +2,497 New Q4 2025 Mar 05, 2026
HM PAYSON & CO History Reduced 2,498 521 0.01% 0.01% 1146 -54 -2.12% Q4 2025 Feb 12, 2026
Trust Point Inc. History Added to 2,492 520 0.04% 0.04% 1148 +170 7.32% Q4 2025 Jan 13, 2026
DMC Group, LLC History Reduced 2,494 520 0.35% 0.36% 1149 -63 -2.46% Q4 2025 Jan 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 2,488 519 0.04% 0.03% 1150 +69 2.85% Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History Reduced 2,483 518 0.04% 0.04% 1151 -51 -2.01% Q4 2025 Jan 08, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 2,485 518 0.19% 0.18% 1152 0 0.0% Q4 2025 Jan 28, 2026
Fi3 FINANCIAL ADVISORS, LLC History Added to 2,466 514 0.16% 0.16% 1153 +113 4.8% Q4 2025 Feb 06, 2026
SkyView Investment Advisors, LLC History Added to 2,458 513 0.06% 0.06% 1154 +1 0.04% Q4 2025 Feb 18, 2026
Marble Wealth, LLC History New 2,457 512 0.07% — 1157 +2,457 New Q4 2025 Feb 10, 2026
Avidian Wealth Enterprises, LLC History Added to 2,454 512 0.02% 0.02% 1155 +267 12.21% Q4 2025 Feb 02, 2026
Francis Financial, Inc. History Reduced 2,455 512 0.1% 0.09% 1156 -13 -0.53% Q4 2025 Feb 11, 2026
Petros Family Wealth, LLC History New 2,452 511 0.34% — 1159 +2,452 New Q4 2025 Jan 14, 2026
D'Orazio & Associates, Inc. History Added to 2,449 511 0.07% 0.06% 1158 +210 9.38% Q4 2025 Feb 04, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 2,446 510 0.06% 0.07% 1160 -135 -5.23% Q4 2025 Feb 06, 2026
Evansbrook LLC History New 2,442 509 0.34% — 1163 +2,442 New Q4 2025 Feb 19, 2026
Advyzon Investment Management, LLC History New 2,439 509 0.06% — 1162 +2,439 New Q4 2025 Feb 13, 2026
Baker Ellis Asset Management LLC History Added to 2,443 509 0.06% 0.06% 1161 +98 4.18% Q4 2025 Jan 21, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 2,438 508 0.02% 0.02% 1164 -275 -10.14% Q4 2025 Feb 11, 2026
SIG BROKERAGE, LP History Added to 2,431 507 0.02% 0.01% 1165 +578 31.19% Q4 2025 Feb 17, 2026
Pasadena Private Wealth, LLC History Reduced 2,418 504 0.07% 0.07% 1167 -126 -4.95% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 2,418 504 0.03% 0.03% 1166 -20 -0.82% Q4 2025 Jan 26, 2026
Compton Financial Group, LLC History Added to 2,413 503 0.11% 0.12% 1168 +3 0.12% Q4 2025 Feb 05, 2026
Apella Capital, LLC History Added to 2,406 502 0.01% 0.01% 1170 +444 22.63% Q4 2025 Jan 21, 2026
CHAPIN DAVIS, INC. History Added to 2,406 502 0.12% 0.11% 1169 +93 4.02% Q4 2025 Jan 30, 2026
BANK OF HAWAII History Reduced 2,382 497 0.02% 0.03% 1171 -133 -5.29% Q4 2025 Mar 03, 2026
Shepherd Financial Partners LLC History Reduced 2,373 495 0.05% 0.05% 1172 -214 -8.27% Q4 2025 Feb 10, 2026
ST GERMAIN D J CO INC History No change 2,369 494 0.02% 0.02% 1173 0 0.0% Q4 2025 Jan 29, 2026
Lakeridge Wealth Management LLC History Added to 2,360 492 0.22% 0.21% 1174 +29 1.24% Q4 2025 Jan 07, 2026
XTX Topco Ltd History New 2,356 491 0.01% — 1175 +2,356 New Q4 2025 Feb 17, 2026
Bank of Jackson Hole Trust History Reduced 2,355 491 0.23% 0.28% 1176 -465 -16.49% Q4 2025 Feb 12, 2026
Almanack Investment Partners, LLC. History Added to 2,349 490 0.08% 0.07% 1177 +50 2.17% Q4 2025 Jan 29, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 2,348 490 0.03% 0.04% 1178 +38 1.65% Q4 2025 Feb 03, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 2,343 489 0.1% 0.05% 1179 +1,234 111.27% Q4 2025 Feb 04, 2026
Keebeck Wealth Management History Added to 2,338 488 0.06% 0.05% 1180 +50 2.19% Q4 2025 Feb 17, 2026
Nemes Rush Group LLC History Added to 2,342 488 0.05% 0.05% 1181 +8 0.34% Q4 2025 Feb 11, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 2,337 487 0.05% 0.04% 1182 +807 52.75% Q4 2025 Feb 04, 2026
TRUST CO OF VERMONT History Added to 2,330 486 0.02% 0.02% 1183 +120 5.43% Q4 2025 Jan 16, 2026
Platform Technology Partners History Added to 2,323 484 0.1% 0.11% 1184 +3 0.13% Q4 2025 Feb 13, 2026
denkapparat Operations GmbH History No change 2,320 484 0.26% 0.3% 1185 0 0.0% Q4 2025 Feb 12, 2026
Waterloo Capital, L.P. History Reduced 2,316 483 0.03% 0.04% 1186 -387 -14.32% Q4 2025 Feb 10, 2026
Numerai GP LLC History New 2,307 481 0.06% — 1187 +2,307 New Q4 2025 Feb 17, 2026
PUREfi Wealth, LLC History Added to 2,305 481 0.37% 0.35% 1189 +53 2.35% Q4 2025 Jan 12, 2026
Geneos Wealth Management Inc. History No change 2,308 481 0.01% 0.01% 1188 0 0.0% Q4 2025 Jan 28, 2026
Quattro Advisors LLC History New 2,294 478 0.38% — 1193 +2,294 New Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History Added to 2,294 478 0.05% 0.05% 1191 +135 6.25% Q4 2025 Jan 27, 2026
Meridian Wealth Advisors, LLC History Reduced 2,292 478 0.07% 0.07% 1192 -21 -0.91% Q4 2025 Feb 17, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 2,294 478 0.12% 0.11% 1190 0 0.0% Q4 2025 Jan 23, 2026
ANCHYRA PARTNERS LLC History New 2,286 477 0.15% — 1195 +2,286 New Q4 2025 Jan 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 2,286 477 0.03% 0.04% 1194 -662 -22.46% Q4 2025 Jan 21, 2026
iSAM Funds (UK) Ltd History New 2,279 475 0.17% — 1196 +2,279 New Q4 2025 Feb 17, 2026
Sompo Asset Management Co., Ltd. History Reduced 2,270 473 0.08% 0.09% 1197 -290 -11.33% Q4 2025 Feb 13, 2026
KAHN BROTHERS GROUP INC History Added to 2,257 471 0.08% 0.05% 1198 +800 54.91% Q4 2025 Feb 12, 2026
Storen Legacy Partners, LLC History New 2,248 469 0.15% — 1200 +2,248 New Q4 2025 Mar 05, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 2,249 469 0.04% 0.05% 1199 +72 3.31% Q4 2025 Jan 22, 2026
Optimize Financial Inc History Added to 2,241 467 0.24% 0.23% 1201 +32 1.45% Q4 2025 Feb 09, 2026
Curbstone Financial Management Corp History No change 2,228 465 0.09% 0.09% 1202 0 0.0% Q4 2025 Jan 23, 2026
Marathon Mission, Inc. History Added to 2,225 464 0.27% 0.27% 1204 +4 0.18% Q4 2025 Jan 05, 2026
Merrion Investment Management Co, LLC History No change 2,225 464 0.25% 0.26% 1203 0 0.0% Q4 2025 Feb 17, 2026
Avestar Capital, LLC History Reduced 2,219 463 0.03% 0.03% 1205 -29 -1.29% Q4 2025 Feb 10, 2026
Bridgewater Advisors Inc. History Added to 2,314 462 0.03% 0.03% 1206 +3 0.13% Q4 2025 Jan 23, 2026
Arete Wealth Advisors, LLC History Added to 2,209 461 0.03% 0.02% 1207 +865 64.36% Q4 2025 Feb 13, 2026
Ameritas Advisory Services, LLC History Reduced 2,204 460 0.02% 0.05% 1208 -1,455 -39.76% Q4 2025 Feb 04, 2026
QTR Family Wealth, LLC History Reduced 1,916 460 0.2% 0.25% 1209 -673 -25.99% Q4 2025 Feb 13, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 2,200 459 0.02% 0.03% 1210 -1,001 -31.27% Q4 2025 Feb 03, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 2,203 459 0.0% 0.0% 1211 -56 -2.48% Q4 2025 Feb 12, 2026
Essex Bank History Reduced 2,203 459 0.1% 0.1% 1212 -37 -1.65% Q4 2025 Feb 02, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 2,199 458 0.06% 0.07% 1213 +46 2.14% Q4 2025 Jan 12, 2026
Claro Advisors Inc. History Added to 2,186 456 0.06% 0.06% 1214 +61 2.87% Q4 2025 Feb 17, 2026
Aventura Private Wealth, LLC History Added to 2,179 454 0.16% 0.16% 1215 +5 0.23% Q4 2025 Jan 07, 2026
Onyx Bridge Wealth Group LLC History Added to 2,173 453 0.05% 0.05% 1216 +54 2.55% Q4 2025 Feb 18, 2026
KFG WEALTH MANAGEMENT, LLC History Reduced 2,172 453 0.06% 0.06% 1217 -3 -0.14% Q4 2025 Jan 21, 2026
United Bank History Reduced 2,161 451 0.15% 0.15% 1218 -9 -0.41% Q4 2025 Feb 05, 2026
Perbak Capital Partners LLP History Reduced 2,157 450 0.14% 0.24% 1220 -4,683 -68.46% Q4 2025 Feb 17, 2026
ProVise Management Group, LLC History Added to 2,156 450 0.03% 0.03% 1219 +400 22.78% Q4 2025 Jan 29, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 2,154 449 0.03% 0.03% 1221 -5 -0.23% Q4 2025 Feb 17, 2026
SHELTON CAPITAL MANAGEMENT History No change 2,143 447 0.01% 0.01% 1222 0 0.0% Q4 2025 Feb 17, 2026
US Asset Management LLC History Reduced 2,138 446 0.36% 0.36% 1224 -29 -1.34% Q4 2025 Jan 27, 2026
Clarius Group, LLC History Added to 2,140 446 0.03% 0.03% 1223 +3 0.14% Q4 2025 Jan 14, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 2,136 445 0.37% — 1225 +2,136 New Q4 2025 Feb 13, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,129 444 0.08% 0.09% 1226 0 0.0% Q4 2025 Feb 13, 2026
IVC Wealth Advisors LLC History Added to 2,125 443 0.19% 0.13% 1228 +688 47.88% Q4 2025 Jan 16, 2026
Ignite Planners, LLC History Added to 1,987 443 0.07% 0.06% 1229 +257 14.86% Q4 2025 Feb 06, 2026
Hudock, Inc. History Added to 2,122 443 0.07% 0.06% 1227 +7 0.33% Q4 2025 Feb 12, 2026
CoreCap Advisors, LLC History Added to 2,119 442 0.02% 0.01% 1230 +341 19.18% Q4 2025 Jan 13, 2026
Carson Advisory Inc. History Added to 2,113 440 0.23% 0.23% 1231 +1 0.05% Q4 2025 Feb 12, 2026
Wills Financial Group LLC History Added to 2,102 438 0.17% 0.11% 1232 +761 56.75% Q4 2025 Feb 11, 2026
Sage Mountain Advisors LLC History Reduced 2,097 437 0.02% 0.03% 1233 -525 -20.02% Q4 2025 Jan 23, 2026
First Financial Bank - Trust Division History Added to 2,085 435 0.04% 0.03% 1234 +50 2.46% Q4 2025 Jan 02, 2026
McGlone Suttner Wealth Management, Inc. History Reduced 2,078 433 0.06% 0.08% 1236 -793 -27.62% Q4 2025 Jan 15, 2026
Mill Capital Management, LLC History No change 2,076 433 0.03% 0.03% 1235 0 0.0% Q4 2025 Feb 11, 2026
Havemeyer Place LP History New 2,066 431 0.08% — 1239 +2,066 New Q4 2025 Feb 11, 2026
Ariadne Wealth Management, LP History Added to 1,880 431 0.18% 0.14% 1240 +127 7.24% Q4 2025 Feb 13, 2026
Conrad Siegel Investment Advisors, Inc. History Added to 2,069 431 0.08% 0.09% 1237 +3 0.15% Q4 2025 Jan 14, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,065 431 0.04% 0.03% 1238 0 0.0% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 2,062 430 0.02% 0.02% 1241 -289 -12.29% Q4 2025 Feb 17, 2026
Crestwood Advisors Group, LLC History Added to 2,058 429 0.01% 0.0% 1242 +724 54.27% Q4 2025 Feb 03, 2026
Intrua Financial, LLC History Reduced 2,052 428 0.05% 0.05% 1243 -21 -1.01% Q4 2025 Feb 05, 2026
CITY HOLDING CO History Reduced 2,039 425 0.05% 0.06% 1244 -448 -18.01% Q4 2025 Jan 22, 2026
LCNB CORP History No change 2,039 425 0.14% 0.14% 1245 0 0.0% Q4 2025 Feb 10, 2026
Portside Wealth Group, LLC History Reduced 2,030 423 0.06% 0.06% 1246 -82 -3.88% Q4 2025 Jan 21, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 2,024 422 0.02% 0.05% 1247 -2,657 -56.76% Q4 2025 Feb 10, 2026
Blue Trust, Inc. History Reduced 2,020 421 0.0% 0.01% 1249 -1,012 -33.38% Q4 2025 Jan 16, 2026
HERITAGE INVESTORS MANAGEMENT CORP History No change 2,017 421 0.01% 0.01% 1248 0 0.0% Q4 2025 Feb 06, 2026
Freestone Capital Holdings, LLC History Reduced 2,011 419 0.01% 0.01% 1252 -4 -0.2% Q4 2025 Jan 23, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,012 419 0.06% 0.06% 1250 0 0.0% Q4 2025 Jan 23, 2026
First City Capital Management, Inc. History No change 2,012 419 0.22% 0.22% 1251 0 0.0% Q4 2025 Jan 14, 2026
Viewpoint Capital Management LLC History No change 2,010 419 0.18% 0.18% 1253 0 0.0% Q4 2025 Feb 11, 2026
CI INVESTMENTS INC. History Reduced 2,007 418 0.0% 0.0% 1254 -436 -17.85% Q4 2025 Feb 12, 2026
Truepoint, Inc. History Added to 2,003 418 0.01% 0.01% 1255 +309 18.24% Q4 2025 Feb 11, 2026
Ascent Wealth Partners, LLC History No change 2,000 417 0.05% 0.05% 1256 0 0.0% Q4 2025 Feb 02, 2026
Windsor Advisory Group, LLC History No change 2,000 417 0.37% 0.35% 1257 0 0.0% Q4 2025 Feb 17, 2026
Asset Dedication, LLC History Reduced 1,996 416 0.03% 0.07% 1258 -2,996 -60.02% Q4 2025 Jan 26, 2026
3Chopt Investment Partners, LLC History Reduced 1,993 415 0.09% 0.09% 1260 -17 -0.85% Q4 2025 Feb 10, 2026
MOODY LYNN & LIEBERSON, LLC History No change 1,989 415 0.02% 0.02% 1259 0 0.0% Q4 2025 Jan 15, 2026
BlackDiamond Wealth Management, LLC History New 1,721 414 0.2% — 1261 +1,721 New Q4 2025 Feb 10, 2026
L2 Asset Management, LLC History Added to 1,971 411 0.05% 0.05% 1262 +123 6.66% Q4 2025 Feb 17, 2026
Wick Capital Partners, LLC History New 1,957 408 0.07% — 1264 +1,957 New Q4 2025 Mar 02, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 1,956 408 0.05% 0.06% 1263 -506 -20.55% Q4 2025 Feb 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 1,947 406 0.02% 0.02% 1265 -263 -11.9% Q4 2025 Jan 21, 2026
Wayfinding Financial, LLC History Added to 1,940 405 0.17% 0.16% 1267 +58 3.08% Q4 2025 Feb 12, 2026
Traynor Capital Management, Inc. History Reduced 1,942 405 0.02% 0.02% 1266 -6 -0.31% Q4 2025 Jan 12, 2026
Frec Markets, Inc. History New 1,933 403 0.12% — 1269 +1,933 New Q4 2025 Feb 17, 2026
EQUITABLE TRUST CO History No change 1,933 403 0.02% 0.02% 1268 0 0.0% Q4 2025 Feb 02, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Added to 1,926 402 0.05% 0.04% 1270 +251 14.99% Q4 2025 Feb 03, 2026
Vantus Wealth LLC History New 1,925 401 0.3% — 1272 +1,925 New Q4 2025 Feb 10, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 1,924 401 0.02% 0.02% 1271 +668 53.18% Q4 2025 Feb 17, 2026
PKS Advisory Services, LLC History Reduced 1,918 400 0.09% 0.08% 1273 -49 -2.49% Q4 2025 Feb 02, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 1,915 399 0.06% 0.05% 1274 +532 38.47% Q4 2025 Jan 14, 2026
SeaCrest Wealth Management, LLC History Reduced 1,845 399 0.04% 0.04% 1275 -174 -8.62% Q4 2025 Jan 12, 2026
Abel Hall, LLC History Added to 1,911 398 0.09% 0.1% 1278 +687 56.13% Q4 2025 Feb 17, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 1,911 398 0.1% 0.09% 1276 -44 -2.25% Q4 2025 Jan 08, 2026
Legacy Capital Group California, Inc. History Added to 1,907 398 0.1% 0.1% 1277 +12 0.63% Q4 2025 Jan 28, 2026
Stokes Family Office, LLC History Added to 1,906 397 0.04% 0.03% 1280 +583 44.07% Q4 2025 Feb 18, 2026
Heritage Wealth Advisors History Reduced 1,906 397 0.02% 0.02% 1279 -27 -1.4% Q4 2025 Feb 13, 2026
Red Wave Investments LLC History Reduced 1,905 397 0.12% 0.12% 1281 -2 -0.1% Q4 2025 Feb 06, 2026
Powers Advisory Group, LLC History Added to 1,898 396 0.15% 0.15% 1282 +20 1.06% Q4 2025 Jan 22, 2026
Larry Mathis Financial Planning, LLC History New 1,895 395 0.35% — 1286 +1,895 New Q4 2025 Mar 11, 2026
Holistic Financial Partners History Reduced 1,894 395 0.14% 0.16% 1284 -16 -0.84% Q4 2025 Jan 07, 2026
HORAN Wealth, LLC History Reduced 1,892 395 0.06% 0.06% 1285 -4 -0.21% Q4 2025 Feb 04, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 1,895 395 0.13% 0.13% 1283 0 0.0% Q4 2025 Jan 20, 2026
Procyon Advisors, LLC History Reduced 1,888 394 0.02% 0.03% 1288 -530 -21.92% Q4 2025 Jan 07, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 1,892 394 0.02% 0.02% 1287 +134 7.62% Q4 2025 Feb 04, 2026
Townsend & Associates, Inc History No change 1,829 393 0.04% 0.03% 1289 0 0.0% Q4 2025 Jan 26, 2026
Allegiance Financial Group Advisory Services LLC History Added to 1,880 392 0.08% 0.08% 1290 +229 13.87% Q4 2025 Feb 03, 2026
Circle Wealth Management, LLC History Added to 1,877 391 0.01% 0.01% 1292 +77 4.28% Q4 2025 Feb 13, 2026
Ledyard National Bank History Reduced 1,874 391 0.03% 0.03% 1291 -3 -0.16% Q4 2025 Jan 21, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 1,873 390 0.21% 0.27% 1294 -580 -23.64% Q4 2025 Jan 22, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 1,870 390 0.06% 0.07% 1293 +65 3.6% Q4 2025 Jan 26, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 1,865 389 0.01% 0.01% 1295 +202 12.15% Q4 2025 Feb 05, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 1,797 387 0.03% 0.04% 1296 -812 -31.12% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 1,853 386 0.12% 0.15% 1297 +44 2.43% Q4 2025 Jan 08, 2026
MORTON COMMUNITY BANK History Reduced 1,721 384 0.08% 0.08% 1299 -200 -10.41% Q4 2025 Feb 13, 2026
Twin Lakes Capital Management, LLC History Added to 1,844 384 0.17% 0.17% 1298 +14 0.77% Q4 2025 Feb 04, 2026
Beacon Bank & Trust History Reduced 1,836 383 0.08% 0.09% 1300 -131 -6.66% Q4 2025 Feb 17, 2026
PDS Planning, Inc History Added to 1,833 382 0.03% 0.02% 1301 +110 6.38% Q4 2025 Jan 26, 2026
Prudent Man Investment Management, Inc. History Added to 1,825 380 0.13% 0.13% 1302 +604 49.47% Q4 2025 Feb 12, 2026
Bare Financial Services, Inc History Reduced 1,820 379 0.11% 0.13% 1305 -347 -16.01% Q4 2025 Feb 06, 2026
BHK Investment Advisors, LLC History Added to 1,818 379 0.12% 0.13% 1303 +113 6.63% Q4 2025 Feb 03, 2026
Zullo Investment Group, Inc. History Added to 1,820 379 0.14% 0.13% 1304 +16 0.89% Q4 2025 Jan 26, 2026
FDx Advisors, Inc. History No change 1,810 378 0.19% 0.1% 1306 0 0.0% Q4 2025 Feb 10, 2026
Hanson & Doremus Investment Management History Reduced 1,805 377 0.05% 0.05% 1307 -18 -0.99% Q4 2025 Jan 20, 2026
Oldfather Financial Services, LLC History No change 1,800 375 0.11% 0.11% 1308 0 0.0% Q4 2025 Jan 16, 2026
Trinity Legacy Partners, LLC History No change 1,793 374 0.09% 0.08% 1309 0 0.0% Q4 2025 Jan 26, 2026
Meiji Yasuda Life Insurance Co History New 1,790 373 0.01% — 1310 +1,790 New Q4 2025 Feb 11, 2026
Tradewinds, LLC. History Reduced 1,792 373 0.09% 0.09% 1311 -48 -2.61% Q4 2025 Feb 13, 2026
Regent Peak Wealth Advisors LLC History Added to 1,782 371 0.07% 0.07% 1312 +76 4.45% Q4 2025 Jan 08, 2026
Cheviot Value Management, LLC History No change 1,675 370 0.04% 0.03% 1313 0 0.0% Q4 2025 Feb 03, 2026
Northeast Financial Group, Inc. History No change 1,769 369 0.08% 0.09% 1314 0 0.0% Q4 2025 Feb 17, 2026
Signature Equity Partners, LLC History New 1,767 368 0.2% — 1317 +1,767 New Q4 2025 Feb 17, 2026
Symphony Financial, Ltd. Co. History Reduced 1,766 368 0.05% 0.04% 1315 -67 -3.66% Q4 2025 Feb 11, 2026
ATLANTIC FAMILY WEALTH, LLC History Reduced 1,765 368 0.28% 0.27% 1316 -3 -0.17% Q4 2025 Feb 12, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 1,759 367 0.01% 0.01% 1318 -132 -6.98% Q4 2025 Feb 13, 2026
Clearview Wealth Advisors LLC History Reduced 1,763 367 0.23% 0.24% 1319 -84 -4.55% Q4 2025 Feb 17, 2026
Alliance Wealth Advisors, LLC History Reduced 1,758 366 0.16% 0.16% 1320 -25 -1.4% Q4 2025 Jan 14, 2026
CVFG LLC History Added to 1,753 365 0.25% 0.25% 1321 +43 2.51% Q4 2025 Feb 06, 2026
Park Edge Advisors, LLC History No change 1,747 364 0.08% 0.08% 1322 0 0.0% Q4 2025 Jan 16, 2026
SG Trading Solutions, LLC History New 1,741 363 0.08% — 1323 +1,741 New Q4 2025 Feb 24, 2026
Pine Harbor Wealth Management, LLC History Added to 1,736 362 0.11% 0.11% 1324 +17 0.99% Q4 2025 Jan 20, 2026
American Trust History Reduced 1,731 361 0.03% 0.04% 1325 -643 -27.09% Q4 2025 Feb 17, 2026
CRA Financial Services, LLC History Added to 1,726 360 0.05% 0.03% 1326 +504 41.24% Q4 2025 Jan 16, 2026
Argentarii, LLC History New 1,723 359 0.12% — 1328 +1,723 New Q4 2025 Jan 13, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 1,723 359 0.01% 0.01% 1327 -182 -9.55% Q4 2025 Feb 13, 2026
Elyxium Wealth, LLC History Added to 1,721 359 0.1% 0.12% 1329 +39 2.32% Q4 2025 Feb 05, 2026
Miramar Capital, LLC History No change 1,713 357 0.08% 0.08% 1330 0 0.0% Q4 2025 Feb 11, 2026
High Net Worth Advisory Group LLC History No change 1,715 357 0.08% 0.08% 1331 0 0.0% Q4 2025 Jan 23, 2026
Expressive Wealth LLC History New 1,708 356 0.38% — 1332 +1,708 New Q4 2025 Feb 09, 2026
CENTRAL BANK & TRUST CO History No change 1,705 355 0.05% 0.05% 1333 0 0.0% Q4 2025 Jan 09, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 1,700 354 0.02% 0.02% 1334 0 0.0% Q4 2025 Feb 10, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 1,691 353 0.1% 0.09% 1335 +184 12.21% Q4 2025 Feb 10, 2026
ENTRUST FINANCIAL LLC History New 1,688 352 0.26% — 1336 +1,688 New Q4 2025 Feb 06, 2026
Western Wealth Management, LLC History Reduced 1,674 349 0.02% 0.02% 1338 -79 -4.51% Q4 2025 Feb 05, 2026
BONTEMPO OHLY CAPITAL MGMT LLC History Reduced 1,673 349 0.15% 0.15% 1337 -35 -2.05% Q4 2025 Feb 13, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 1,669 348 0.09% 0.09% 1339 0 0.0% Q4 2025 Feb 06, 2026
Frazier Financial Advisors, LLC History No change 1,664 347 0.21% 0.21% 1340 0 0.0% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Added to 1,658 346 0.01% 0.0% 1341 +251 17.84% Q4 2025 Jan 28, 2026
SouthState Bank Corp History Added to 1,661 346 0.02% 0.01% 1342 +225 15.67% Q4 2025 Feb 11, 2026
Apeiron RIA LLC History Added to 1,520 345 0.07% 0.06% 1343 +132 9.51% Q4 2025 Feb 03, 2026
Ponta Wealth Partners, LLC History New 1,647 343 0.32% — 1347 +1,647 New Q4 2025 Feb 03, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Reduced 1,647 343 0.03% 0.04% 1344 -1,047 -38.86% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 1,647 343 0.09% 0.14% 1345 -28 -1.67% Q4 2025 Feb 09, 2026
Wescott Financial Advisory Group, LLC History Added to 1,645 343 0.03% 0.03% 1346 +17 1.04% Q4 2025 Feb 12, 2026
Clayton Financial Group LLC History Added to 1,642 342 0.17% 0.23% 1348 +66 4.19% Q4 2025 Jan 21, 2026
Cyndeo Wealth Partners, LLC History No change 1,630 340 0.02% 0.02% 1349 0 0.0% Q4 2025 Jan 07, 2026
SlateStone Wealth, LLC History Added to 1,610 336 0.03% 0.03% 1350 +25 1.58% Q4 2025 Feb 11, 2026
Westmount Partners, LLC History No change 1,611 336 0.08% 0.08% 1351 0 0.0% Q4 2025 Jan 15, 2026
First Command Advisory Services, Inc. History Reduced 1,609 335 0.0% 0.0% 1353 -6 -0.37% Q4 2025 Feb 11, 2026
Roble, Belko & Company, Inc History No change 1,604 335 0.04% 0.04% 1352 0 0.0% Q4 2025 Jan 12, 2026
Relyea Zuckerberg Hanson LLC History Added to 1,596 333 0.03% 0.03% 1355 +25 1.59% Q4 2025 Jan 20, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 1,600 333 0.02% 0.02% 1354 0 0.0% Q4 2025 Jan 21, 2026
Busey Bank History New 1,589 331 0.01% — 1356 +1,589 New Q4 2025 Jan 27, 2026
BEACON FINANCIAL GROUP History New 1,578 329 0.03% — 1357 +1,578 New Q4 2025 Apr 01, 2026
Gryphon Financial Partners LLC History Added to 1,579 329 0.04% 0.03% 1358 +73 4.85% Q4 2025 Jan 08, 2026
Sigma Planning Corp History Reduced 1,574 328 0.01% 0.01% 1359 -144 -8.38% Q4 2025 Jan 30, 2026
Manske Wealth Management History Reduced 1,575 328 0.1% 0.1% 1360 -50 -3.08% Q4 2025 Feb 03, 2026
Olympiad Research LP History Reduced 1,563 326 0.87% 0.58% 1361 -505 -24.42% Q4 2025 Feb 17, 2026
AA Financial Advisors, LLC History Added to 1,562 326 0.06% 0.05% 1362 +278 21.65% Q4 2025 Jan 14, 2026
Parsonex Advisory Services, Inc. History Reduced 1,557 324 0.21% 0.22% 1363 -74 -4.54% Q4 2025 Feb 12, 2026
Cannell & Spears LLC History Reduced 1,551 323 0.01% 0.01% 1364 -300 -16.21% Q4 2025 Feb 17, 2026
Thomasville National Bank History Added to 1,551 323 0.02% 0.02% 1365 +24 1.57% Q4 2025 Jan 26, 2026
OSTRUM ASSET MANAGEMENT History Reduced 1,543 322 0.02% 0.02% 1369 -513 -24.95% Q4 2025 Feb 13, 2026
Inscription Capital, LLC History Reduced 1,545 322 0.03% 0.04% 1368 -137 -8.15% Q4 2025 Jan 29, 2026
Nadler Financial Group, Inc. History Added to 1,544 322 0.03% 0.03% 1366 +4 0.26% Q4 2025 Jan 28, 2026
Conservest Capital Advisors, Inc. History No change 1,544 322 0.03% 0.03% 1367 0 0.0% Q4 2025 Feb 12, 2026
Aspect Partners, LLC History Reduced 1,540 321 0.14% 0.15% 1371 -62 -3.87% Q4 2025 Jan 23, 2026
LifeGuide Financial Advisors, LLC History Added to 1,520 321 0.11% 0.11% 1370 +3 0.2% Q4 2025 Jan 05, 2026
SmartHarvest Portfolios, LLC History New 1,525 318 0.11% — 1373 +1,525 New Q4 2025 Feb 12, 2026
Keystone Financial Group History Added to 1,527 318 0.02% 0.02% 1372 +22 1.46% Q4 2025 Feb 06, 2026
PCB Capital LLC History New 1,522 317 0.51% — 1376 +1,522 New Q4 2025 Apr 09, 2026
Fiduciary Group, LLC History Reduced 1,519 317 0.03% 0.03% 1375 -187 -10.96% Q4 2025 Feb 12, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Added to 1,520 317 0.16% 0.16% 1374 +6 0.4% Q4 2025 Jan 14, 2026
EJMK Ventures LLC History New 1,514 316 0.19% — 1378 +1,514 New Q4 2025 Mar 03, 2026
Baron Wealth Management LLC History Added to 1,516 316 0.1% 0.1% 1377 +59 4.05% Q4 2025 Jan 14, 2026
SHERBROOKE PARK ADVISERS LLC History New 1,512 315 0.81% — 1379 +1,512 New Q4 2025 Feb 17, 2026
GERMAN AMERICAN BANCORP, INC. History No change 1,500 313 0.03% 0.03% 1380 0 0.0% Q4 2025 Feb 17, 2026
Financial Guidance Group, Inc. History No change 1,500 313 0.13% 0.13% 1381 0 0.0% Q4 2025 Jan 26, 2026
Register Financial Advisors LLC History No change 1,500 313 0.12% 0.12% 1382 0 0.0% Q4 2025 Jan 21, 2026
Well Done, LLC History Added to 1,489 310 0.05% 0.05% 1383 +164 12.38% Q4 2025 Jan 13, 2026
Constant Guidance Financial LLC History Reduced 1,481 309 0.22% 2.72% 1386 -15,479 -91.27% Q4 2025 Feb 10, 2026
Bragg Financial Advisors, Inc History No change 1,485 309 0.01% 0.01% 1384 0 0.0% Q4 2025 Feb 13, 2026
Fiera Capital Corp History No change 1,483 309 0.0% 0.0% 1385 0 0.0% Q4 2025 Feb 11, 2026
Clear Harbor Asset Management, LLC History No change 1,471 307 0.02% 0.02% 1387 0 0.0% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History No change 1,471 307 0.01% 0.01% 1388 0 0.0% Q4 2025 Jan 14, 2026
Strategic Blueprint, LLC History Reduced 1,460 304 0.02% 0.05% 1390 -4,694 -76.28% Q4 2025 Jan 30, 2026
Chesapeake Wealth Management History No change 1,461 304 0.09% 0.09% 1389 0 0.0% Q4 2025 Feb 03, 2026
Optas, LLC History Added to 1,445 301 0.05% 0.05% 1391 +53 3.81% Q4 2025 Jan 27, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 1,442 300 0.22% 0.22% 1392 +13 0.91% Q4 2025 Jan 23, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 1,435 299 0.11% 0.09% 1393 +255 21.61% Q4 2025 Jan 21, 2026
Northern Financial Advisors Inc History Reduced 1,432 298 0.34% 0.2% 1396 -507 -26.15% Q4 2025 Jan 27, 2026
Kesler, Norman & Wride, LLC History Reduced 1,429 298 0.05% 0.06% 1395 -239 -14.33% Q4 2025 Feb 10, 2026
RFG Advisory, LLC History Added to 1,431 298 0.01% 0.01% 1394 +113 8.57% Q4 2025 Feb 03, 2026
Rossmore Private Capital History Added to 1,425 297 0.03% 0.03% 1398 +38 2.74% Q4 2025 Feb 05, 2026
FOSTER & MOTLEY INC History Added to 1,421 297 0.02% 0.02% 1397 +1 0.07% Q4 2025 Jan 15, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 1,415 295 0.02% 0.02% 1399 +1 0.07% Q4 2025 Jan 15, 2026
E&G Advisors, LP History No change 1,409 294 0.07% 0.07% 1400 0 0.0% Q4 2025 Jan 23, 2026
Sharp Wealth Advisory, LLC History No change 1,406 293 0.15% 0.15% 1401 0 0.0% Q4 2025 Jan 16, 2026
PINCUS CAPITAL MANAGEMENT, LP History New 1,400 292 0.19% — 1404 +1,400 New Q4 2025 Feb 10, 2026
Evanson Asset Management, LLC History Added to 1,401 292 0.02% 0.02% 1402 +67 5.02% Q4 2025 Jan 12, 2026
BankPlus Trust Department History No change 1,400 292 0.08% 0.08% 1403 0 0.0% Q4 2025 Jan 27, 2026
WRAPMANAGER INC History Reduced 1,397 291 0.1% 0.11% 1405 -382 -21.47% Q4 2025 Feb 06, 2026
Golden State Equity Partners History Added to 1,390 290 0.05% 0.04% 1407 +147 11.83% Q4 2025 Jan 29, 2026
Great Diamond Partners, LLC History Reduced 1,393 290 0.06% 0.06% 1406 -108 -7.2% Q4 2025 Feb 06, 2026
Wealth Management Associates, Inc. History No change 1,390 290 0.1% 0.1% 1408 0 0.0% Q4 2025 Jan 20, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History Reduced 1,376 287 0.02% 0.02% 1409 -172 -11.11% Q4 2025 Feb 10, 2026
Austin Private Wealth, LLC History Reduced 1,375 287 0.02% 0.02% 1410 -28 -2.0% Q4 2025 Jan 20, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,371 286 0.1% 0.14% 1411 +1,015 285.11% Q4 2025 Jan 20, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 1,372 286 0.02% 0.02% 1414 +188 15.88% Q4 2025 Feb 04, 2026
MOUNT VERNON ASSOCIATES INC /MD/ History No change 1,370 286 0.19% 0.19% 1412 0 0.0% Q4 2025 Jan 22, 2026
Cardinal Capital Management, Inc. History No change 1,000 286 0.01% 0.01% 1413 0 0.0% Q4 2025 Jan 22, 2026
Alta Advisers Ltd History Reduced 1,370 285 0.1% 0.11% 1415 -500 -26.74% Q4 2025 Feb 09, 2026
Turtle Creek Wealth Advisors, LLC History Added to 1,363 284 0.02% 0.02% 1418 +244 21.81% Q4 2025 Jan 28, 2026
Capital Asset Advisory Services LLC History Reduced 1,303 284 0.01% 0.01% 1417 -71 -5.17% Q4 2025 Jan 09, 2026
Avior Wealth Management, LLC History Reduced 1,364 284 0.01% 0.01% 1416 -4 -0.29% Q4 2025 Jan 06, 2026
Tower Wealth Partners, Inc. History No change 1,358 283 0.16% 0.15% 1419 0 0.0% Q4 2025 Jan 16, 2026
Morningstar Investment Management LLC History Reduced 1,350 282 0.02% 0.25% 1420 -32,532 -96.02% Q4 2025 Feb 09, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Reduced 1,348 281 0.03% 0.06% 1421 -1,993 -59.65% Q4 2025 Feb 06, 2026
71 West Capital Partners History New 1,347 281 0.01% — 1423 +1,347 New Q4 2025 Feb 17, 2026
Cornerstone Management, Inc. History No change 1,350 281 0.05% 0.04% 1422 0 0.0% Q4 2025 Feb 06, 2026
Symmetry Partners, LLC History Added to 1,342 280 0.02% 0.03% 1424 +151 12.68% Q4 2025 Jan 27, 2026
Taylor Financial Group, Inc. History No change 1,342 280 0.16% 0.15% 1425 0 0.0% Q4 2025 Feb 06, 2026
Centerpoint Advisory Group History No change 1,345 280 0.22% 0.21% 1426 0 0.0% Q4 2025 Feb 03, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History No change 1,334 278 0.25% 0.24% 1427 0 0.0% Q4 2025 Jan 21, 2026
SUMMIT WEALTH GROUP LLC / CO History New 1,330 277 0.04% — 1428 +1,330 New Q4 2025 Feb 04, 2026
Main Street Financial Solutions, LLC History Reduced 1,327 276 0.02% 0.02% 1431 -239 -15.26% Q4 2025 Feb 17, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History Added to 1,325 276 0.12% 0.1% 1432 +204 18.2% Q4 2025 Feb 18, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History No change 1,325 276 0.05% 0.04% 1429 0 0.0% Q4 2025 Jan 28, 2026
Moisand Fitzgerald Tamayo, LLC History No change 1,326 276 0.03% 0.03% 1430 0 0.0% Q4 2025 Jan 14, 2026
May Hill Capital, LLC History New 1,318 275 0.04% — 1434 +1,318 New Q4 2025 Feb 05, 2026
Fruth Investment Management History No change 1,320 275 0.07% 0.07% 1433 0 0.0% Q4 2025 Jan 26, 2026
Parkside Financial Bank & Trust History Added to 1,317 274 0.02% 0.02% 1435 +301 29.63% Q4 2025 Feb 13, 2026
Root Financial Partners, LLC History Added to 1,314 274 0.01% 0.02% 1437 +60 4.78% Q4 2025 Feb 10, 2026
Key FInancial Inc History Added to 1,315 274 0.05% 0.05% 1436 +5 0.38% Q4 2025 Feb 09, 2026
Yanni & Associates Investment Advisors, LLC History New 1,309 273 0.27% — 1438 +1,309 New Q4 2025 Feb 06, 2026
North Berkeley Wealth Management, LLC History New 1,298 270 0.16% — 1440 +1,298 New Q4 2025 Feb 10, 2026
U.S. Capital Wealth Advisors, LLC History Added to 1,298 270 0.01% 0.01% 1439 +215 19.85% Q4 2025 Jan 23, 2026
Key Client Fiduciary Advisors, LLC History Reduced 1,291 269 0.09% 0.1% 1441 -146 -10.16% Q4 2025 Jan 28, 2026
Landing Point Financial Group, LLC History No change 1,293 269 0.13% 0.14% 1442 0 0.0% Q4 2025 Feb 11, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 1,286 268 0.04% 0.11% 1443 -2,328 -64.42% Q4 2025 Feb 11, 2026
Financial Council, LLC History Reduced 1,286 268 0.11% 0.12% 1445 -12 -0.92% Q4 2025 Feb 05, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 1,285 268 0.07% 0.07% 1444 0 0.0% Q4 2025 Jan 20, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 1,280 267 0.0% 0.0% 1447 +20 1.59% Q4 2025 Feb 10, 2026
CONGRESS ASSET MANAGEMENT CO History No change 1,280 267 0.0% 0.0% 1446 0 0.0% Q4 2025 Jan 09, 2026
Orange Investment Advisors, Inc. History Reduced 1,275 266 0.03% 0.03% 1448 -300 -19.05% Q4 2025 Feb 06, 2026
Greenspring Advisors, LLC History New 1,272 265 0.02% — 1450 +1,272 New Q4 2025 Feb 10, 2026
Meridian Wealth Partners, LLC History Reduced 1,274 265 0.04% 0.04% 1449 -5 -0.39% Q4 2025 Feb 13, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History New 1,268 264 0.12% — 1453 +1,268 New Q4 2025 Feb 10, 2026
Penserra Capital Management LLC History Reduced 1,272 264 0.0% 0.0% 1452 -13 -1.01% Q4 2025 Feb 12, 2026
AVENIR CORP History No change 1,266 264 0.03% 0.03% 1451 0 0.0% Q4 2025 Feb 13, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 1,262 263 0.08% 0.08% 1454 -67 -5.04% Q4 2025 Feb 05, 2026
Seelaus Asset Management LLC History Added to 1,260 262 0.21% 0.2% 1456 +5 0.4% Q4 2025 Feb 04, 2026
Connecticut Wealth Management, LLC History No change 1,257 262 0.01% 0.01% 1455 0 0.0% Q4 2025 Feb 12, 2026
CALDWELL SUTTER CAPITAL, INC. History Reduced 1,249 260 0.11% 0.11% 1457 -75 -5.66% Q4 2025 Jan 30, 2026
Mraz, Amerine & Associates, Inc. History No change 1,250 260 0.04% 0.04% 1458 0 0.0% Q4 2025 Feb 06, 2026
AIMZ Investment Advisors, LLC History No change 1,250 260 0.07% 0.08% 1459 0 0.0% Q4 2025 Feb 17, 2026
Abundance Wealth Counselors History No change 1,250 260 0.04% 0.04% 1460 0 0.0% Q4 2025 Jan 26, 2026
Family Manage LLC History New 1,241 259 0.03% — 1462 +1,241 New Q4 2025 Feb 17, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 1,243 259 0.01% 0.01% 1461 0 0.0% Q4 2025 Jan 09, 2026
Americana Partners, LLC History New 1,234 257 0.01% — 1463 +1,234 New Q4 2025 Feb 06, 2026
Everhart Financial Group, Inc. History Added to 1,232 257 0.02% 0.02% 1464 +155 14.39% Q4 2025 Jan 07, 2026
Enhancing Capital LLC History No change 1,235 257 0.18% 0.18% 1465 0 0.0% Q4 2025 Feb 03, 2026
RD Lewis Holdings, Inc. History New 1,095 256 0.22% — 1468 +1,095 New Q4 2025 Feb 06, 2026
BOWEN HANES & CO INC History No change 1,228 256 0.01% 0.01% 1466 0 0.0% Q4 2025 Feb 10, 2026
Exchange Bank History No change 1,230 256 0.18% 0.17% 1467 0 0.0% Q4 2025 Jan 13, 2026
Cromwell Holdings LLC History No change 1,222 255 0.14% 0.13% 1469 0 0.0% Q4 2025 Jan 20, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History New 1,221 254 0.01% — 1471 +1,221 New Q4 2025 Feb 12, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 1,219 254 0.0% 0.0% 1470 -846 -40.97% Q4 2025 Feb 09, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 1,220 254 0.06% 0.07% 1473 -159 -11.53% Q4 2025 Jan 06, 2026
Stratos Wealth Advisors, LLC History Added to 1,220 254 0.01% 0.01% 1472 +18 1.5% Q4 2025 Jan 20, 2026
Canvas Wealth Advisors, LLC History Reduced 1,220 254 0.04% 0.04% 1474 -10 -0.81% Q4 2025 Jan 12, 2026
Opus Capital Group, LLC History Reduced 1,210 253 0.03% 0.03% 1475 -272 -18.35% Q4 2025 Jan 30, 2026
AGP FRANKLIN, LLC History No change 1,216 253 0.12% 0.12% 1476 0 0.0% Q4 2025 Jan 28, 2026
Calamos Wealth Management LLC History Added to 1,212 252 0.01% 0.01% 1477 +56 4.84% Q4 2025 Jan 29, 2026
West Family Investments, Inc. History No change 1,211 252 0.06% 8.23% 1478 0 0.0% Q4 2025 Feb 11, 2026
Maia Wealth LLC History New 1,093 251 0.04% — 1480 +1,093 New Q4 2025 Feb 17, 2026
HUB Investment Partners, LLC History Added to 1,207 251 0.01% 0.01% 1479 +120 11.04% Q4 2025 Feb 17, 2026
Farmers National Bank History New 1,200 250 0.06% — 1481 +1,200 New Q4 2025 Mar 12, 2026
CVA Family Office, LLC History Added to 1,202 250 0.03% 0.03% 1482 +1 0.08% Q4 2025 Jan 12, 2026
Atlas Wealth Partners, LLC History No change 1,200 250 0.27% 0.25% 1483 0 0.0% Q4 2025 Jan 26, 2026
Roxbury Financial LLC History Added to 1,197 249 0.22% 0.22% 1484 +2 0.17% Q4 2025 Jan 05, 2026
New Republic Capital, LLC History New 1,187 247 0.07% — 1486 +1,187 New Q4 2025 Feb 10, 2026
Good Steward Wealth Advisors,LLC History Reduced 1,186 247 0.16% 0.22% 1487 -387 -24.6% Q4 2025 Jan 22, 2026
Virtue Capital Management, LLC History Added to 1,170 247 0.04% 0.03% 1485 +137 13.26% Q4 2025 Feb 18, 2026
Planned Solutions, Inc. History Added to 1,181 246 0.08% 0.08% 1489 +28 2.43% Q4 2025 Jan 28, 2026
Aprio Wealth Management, LLC History Reduced 1,102 246 0.01% 0.02% 1488 -25 -2.22% Q4 2025 Jan 29, 2026
GM Advisory Group, LLC History Reduced 1,175 245 0.01% 0.01% 1493 -400 -25.4% Q4 2025 Feb 13, 2026
Alteri Wealth LLC History Reduced 1,178 245 0.08% 0.08% 1494 -23 -1.92% Q4 2025 Feb 11, 2026
DAVIS R M INC History No change 1,175 245 0.0% 0.0% 1490 0 0.0% Q4 2025 Feb 12, 2026
Legacy Private Trust Co. History No change 1,175 245 0.01% 0.01% 1491 0 0.0% Q4 2025 Jan 08, 2026
Asset Allocation & Management Company, LLC History No change 1,175 245 0.1% 0.1% 1492 0 0.0% Q4 2025 Jan 12, 2026
Munich Reinsurance Co Stock Corp in Munich History Reduced 1,158 244 0.01% 0.12% 1499 -23,227 -95.25% Q4 2025 Jan 29, 2026
Income Insurance Ltd History New 1,172 244 0.16% — 1498 +1,172 New Q4 2025 Feb 04, 2026
Front Row Advisors LLC History Reduced 1,170 244 0.08% 0.09% 1496 -155 -11.7% Q4 2025 Feb 12, 2026
LANDAAS & CO /WI /ADV History Reduced 1,169 244 0.05% 0.06% 1495 -90 -7.15% Q4 2025 Jan 21, 2026
SC&H Financial Advisors, Inc. History No change 1,173 244 0.04% 0.04% 1497 0 0.0% Q4 2025 Jan 21, 2026
Advisory Alpha, LLC History Reduced 1,164 243 0.01% 0.01% 1500 -1,051 -47.45% Q4 2025 Feb 06, 2026
Dougherty Wealth Advisers LLC History No change 1,168 243 0.14% 0.15% 1501 0 0.0% Q4 2025 Jan 29, 2026
Perennial Investment Advisors, LLC History New 1,163 242 0.02% — 1503 +1,163 New Q4 2025 Feb 17, 2026
Johnson Financial Group, Inc. History Reduced 1,160 242 0.01% 0.01% 1502 -715 -38.13% Q4 2025 Feb 12, 2026
Caitlin John, LLC History Reduced 1,160 242 0.16% 0.2% 1504 -267 -18.71% Q4 2025 Feb 18, 2026
MCRAE CAPITAL MANAGEMENT INC History Reduced 1,156 241 0.05% 0.06% 1505 -354 -23.44% Q4 2025 Feb 11, 2026
Atlanta Consulting Group Advisors, LLC History Added to 1,157 241 0.05% 0.05% 1506 +154 15.35% Q4 2025 Feb 11, 2026
MAINSAIL ASSET MANAGEMENT, LLC History New 1,151 240 0.1% — 1509 +1,151 New Q4 2025 Feb 05, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Added to 1,152 240 0.08% 0.07% 1507 +21 1.86% Q4 2025 Jan 22, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 1,151 240 0.03% 0.03% 1508 +6 0.52% Q4 2025 Jan 15, 2026
Golden Reserve Retirement LLC History New 1,147 239 0.04% — 1513 +1,147 New Q4 2025 Jan 29, 2026
Rehmann Capital Advisory Group History Added to 1,149 239 0.01% 0.01% 1510 +121 11.77% Q4 2025 Mar 04, 2026
CYBER HORNET ETFs LLC History Added to 1,146 239 0.14% 0.14% 1511 +61 5.62% Q4 2025 Feb 09, 2026
Global Financial Private Client, LLC History Added to 1,147 239 0.08% 0.08% 1512 +8 0.7% Q4 2025 Jan 27, 2026
XML Financial, LLC History Reduced 1,145 238 0.02% 0.02% 1514 -162 -12.39% Q4 2025 Feb 11, 2026
Stonebrook Private Inc. History Added to 1,144 238 0.05% 0.04% 1516 +120 11.72% Q4 2025 Feb 11, 2026
Fielder Capital Group LLC History Added to 1,142 238 0.05% 0.05% 1517 +72 6.73% Q4 2025 Feb 10, 2026
BLALOCK WILLIAMS, LLC History Reduced 1,144 238 0.19% 0.21% 1518 -35 -2.97% Q4 2025 Feb 02, 2026
Brown Miller Wealth Management, LLC History No change 1,141 238 0.07% 0.06% 1515 0 0.0% Q4 2025 Jan 23, 2026
Focus Financial Network, Inc. History New 1,137 237 0.01% — 1520 +1,137 New Q4 2025 Jan 12, 2026
Redwood Wealth Management Group, LLC History Reduced 1,135 237 0.1% 0.1% 1519 -1 -0.09% Q4 2025 Feb 03, 2026
LeConte Wealth Management, LLC History Reduced 1,132 236 0.15% 0.17% 1522 -163 -12.59% Q4 2025 Jan 15, 2026
Crews Bank & Trust History No change 1,132 236 0.03% 0.03% 1521 0 0.0% Q4 2025 Jan 21, 2026
PIONEER TRUST BANK N A/OR History No change 1,130 235 0.05% 0.05% 1523 0 0.0% Q4 2025 Feb 09, 2026
Triune Financial Partners, LLC History Added to 1,048 234 0.05% 0.05% 1524 +10 0.96% Q4 2025 Feb 02, 2026
Wealthquest Corp History New 1,119 233 0.02% — 1525 +1,119 New Q4 2025 Feb 09, 2026
PFG Advisors History Reduced 1,117 233 0.01% 0.01% 1526 -381 -25.43% Q4 2025 Jan 27, 2026
Ironwood Investment Counsel, LLC History New 1,111 231 0.03% — 1527 +1,111 New Q4 2025 Feb 06, 2026
Groupe la Francaise History Reduced 1,110 231 0.0% 0.0% 1528 -11 -0.98% Q4 2025 Feb 12, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 1,105 230 0.03% 0.05% 1529 -284 -20.45% Q4 2025 Jan 23, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 1,106 230 0.03% 0.03% 1532 +98 9.72% Q4 2025 Jan 21, 2026
Values Added Financial LLC History Added to 1,102 230 0.1% 0.1% 1531 +3 0.27% Q4 2025 Jan 16, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 1,103 230 0.04% 0.04% 1530 0 0.0% Q4 2025 Jan 27, 2026
Pinnacle Bancorp, Inc. History No change 1,095 228 0.07% 0.06% 1533 0 0.0% Q4 2025 Jan 22, 2026
Measured Wealth Private Client Group, LLC History No change 1,094 228 0.06% 0.06% 1534 0 0.0% Q4 2025 Feb 10, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 1,097 228 0.19% 0.22% 1535 0 0.0% Q4 2025 Feb 02, 2026
Nautilus Advisors LLC History No change 1,095 228 0.15% 0.15% 1536 0 0.0% Q4 2025 Jan 22, 2026
Blue Zone Wealth Advisors, LLC History No change 1,092 227 0.04% 0.04% 1537 0 0.0% Q4 2025 Jan 21, 2026
INTEGRITY ALLIANCE, LLC. History New 1,082 226 0.01% — 1538 +1,082 New Q4 2025 Feb 09, 2026
Core Wealth Advisors, Inc. History No change 1,084 226 0.06% 0.06% 1539 0 0.0% Q4 2025 Feb 17, 2026
EVERETT HARRIS & CO /CA/ History No change 1,082 225 0.0% 0.0% 1540 0 0.0% Q4 2025 Feb 11, 2026
Windward Private Wealth Management Inc. History No change 1,080 225 0.08% 0.07% 1541 0 0.0% Q4 2025 Feb 02, 2026
Moss Adams Wealth Advisors LLC History New 1,065 222 0.02% — 1543 +1,065 New Q4 2025 Jan 26, 2026
SAPIENT CAPITAL LLC History Added to 1,053 222 0.0% 0.0% 1544 +55 5.51% Q4 2025 Feb 05, 2026
Reynders McVeigh Capital Management, LLC History No change 1,066 222 0.01% 0.01% 1542 0 0.0% Q4 2025 Feb 02, 2026
TOBIAS FINANCIAL ADVISORS, INC. History New 1,060 221 0.03% — 1545 +1,060 New Q4 2025 Feb 13, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 1,060 221 0.2% — 1548 +1,060 New Q4 2025 Feb 13, 2026
Lloyd Advisory Services, LLC. History Reduced 1,062 221 0.09% 0.11% 1546 -59 -5.26% Q4 2025 Feb 06, 2026
Grant Private Wealth Management Inc History No change 1,063 221 0.13% 0.13% 1547 0 0.0% Q4 2025 Jan 05, 2026
Dana Investment Advisors, Inc. History Reduced 1,054 220 0.01% 0.01% 1549 -30 -2.77% Q4 2025 Feb 05, 2026
Oakworth Capital, Inc. History No change 1,055 220 0.01% 0.01% 1550 0 0.0% Q4 2025 Jan 30, 2026
Abacus Planning Group, Inc. History New 1,051 219 0.03% — 1552 +1,051 New Q4 2025 Jan 16, 2026
Ellis Investment Partners, LLC History Reduced 1,053 219 0.04% 0.04% 1553 -175 -14.25% Q4 2025 Feb 02, 2026
1ST SOURCE BANK History No change 1,050 219 0.01% 0.01% 1551 0 0.0% Q4 2025 Feb 05, 2026
First Growth Capital LLC History New 927 218 0.19% — 1555 +927 New Q4 2025 Feb 19, 2026
Baader Bank Aktiengesellschaft History Reduced 1,049 218 0.01% 0.02% 1554 -272 -20.59% Q4 2025 Feb 05, 2026
Wagner Wealth Management, Corp History New 1,044 217 0.21% — 1559 +1,044 New Q4 2025 Feb 12, 2026
MASECO LLP History New 1,043 217 0.01% — 1558 +1,043 New Q4 2025 Jan 22, 2026
Ethos Financial Group, LLC History Added to 1,042 217 0.02% 0.02% 1556 +43 4.3% Q4 2025 Jan 20, 2026
Hughes Financial Services, LLC History No change 1,041 217 0.03% 0.03% 1557 0 0.0% Q4 2025 Feb 11, 2026
FAS Wealth Partners, Inc. History New 1,035 216 0.01% — 1561 +1,035 New Q4 2025 Feb 18, 2026
MITCHELL CAPITAL MANAGEMENT CO History No change 1,039 216 0.04% 0.04% 1560 0 0.0% Q4 2025 Feb 10, 2026
LYELL WEALTH MANAGEMENT, LP History New 1,033 215 0.02% — 1564 +1,033 New Q4 2025 Feb 12, 2026
McAdam, LLC History New 1,031 215 0.01% — 1565 +1,031 New Q4 2025 Feb 13, 2026
Klingman & Associates, LLC History Added to 1,034 215 0.01% 0.01% 1563 +15 1.47% Q4 2025 Jan 29, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 1,034 215 0.24% 0.23% 1562 0 0.0% Q4 2025 Feb 04, 2026
BDFS Capital LLC History New 1,030 214 0.11% — 1571 +1,030 New Q4 2025 Feb 26, 2026
SUMMITRY LLC History New 1,028 214 0.01% — 1567 +1,028 New Q4 2025 Feb 09, 2026
GW HENSSLER & ASSOCIATES LTD History New 1,026 214 0.01% — 1566 +1,026 New Q4 2025 Feb 10, 2026
Facet Wealth, Inc. History New 970 214 0.0% — 1568 +970 New Q4 2025 Jan 29, 2026
Skyline Advisors, Inc. History Reduced 1,026 214 0.07% 0.07% 1569 -13 -1.25% Q4 2025 Jan 12, 2026
City State Bank History No change 1,029 214 0.06% 0.06% 1570 0 0.0% Q4 2025 Jan 28, 2026
Chancellor Financial Group WB LP History New 1,022 213 0.14% — 1573 +1,022 New Q4 2025 Feb 05, 2026
Southland Equity Partners LLC History Reduced 1,025 213 0.04% 0.04% 1572 -2 -0.19% Q4 2025 Jan 14, 2026
FORTRESS PRIVATE LEDGER, LLC History New 1,019 212 0.07% — 1574 +1,019 New Q4 2025 Feb 12, 2026
Detalus Advisors, LLC History Reduced 1,018 212 0.05% 0.05% 1575 -28 -2.68% Q4 2025 Feb 03, 2026
ABNER HERRMAN & BROCK LLC History No change 1,012 211 0.02% 0.02% 1576 0 0.0% Q4 2025 Jan 06, 2026
Hillcrest Wealth Advisors - NY, LLC History No change 1,014 211 0.09% 0.09% 1577 0 0.0% Q4 2025 Jan 12, 2026
Pacifica Partners Inc. History No change 998 211 0.09% 0.07% 1578 0 0.0% Q4 2025 Jan 09, 2026
Stronghold Wealth Management L.L.C. History New 1,008 210 0.31% — 1580 +1,008 New Q4 2025 Feb 06, 2026
Farmers & Merchants Trust Co of Long Beach History Added to 1,010 210 0.05% 0.04% 1579 +6 0.6% Q4 2025 Jan 29, 2026
XXI WEALTH, LLC History New 1,006 209 0.13% — 1584 +1,006 New Q4 2025 Feb 12, 2026
MEMBERS WEALTH LLC History Reduced 950 209 0.13% 0.13% 1585 -86 -8.3% Q4 2025 Jan 28, 2026
Warren Street Wealth Advisors, LLC History Added to 1,006 209 0.06% 0.06% 1582 +9 0.9% Q4 2025 Jan 29, 2026
Grey Ledge Advisors, LLC History Added to 1,006 209 0.05% 0.05% 1581 +5 0.5% Q4 2025 Feb 05, 2026
HOGE FINANCIAL SERVICES, LLC History Added to 1,003 209 0.11% 0.12% 1583 +1 0.1% Q4 2025 Jan 29, 2026
Southeast Asset Advisors, LLC History Reduced 1,000 208 0.02% 0.02% 1586 -17 -1.67% Q4 2025 Feb 13, 2026
Independent Family Office, LLC History No change 1,000 208 0.09% 0.08% 1587 0 0.0% Q4 2025 Feb 13, 2026
North Ridge Wealth Advisors, Inc. History No change 1,000 208 0.12% 0.11% 1588 0 0.0% Q4 2025 Feb 13, 2026
Innovative Wealth Building LLC History No change 1,000 208 0.15% 0.16% 1589 0 0.0% Q4 2025 Feb 17, 2026
Optivise Advisory Services LLC History New 994 207 0.12% — 1594 +994 New Q4 2025 Jan 12, 2026
Portfolio Design Labs, LLC History New 993 207 0.03% — 1593 +993 New Q4 2025 Feb 11, 2026
Meadow Creek Wealth Advisors LLC History New 992 207 0.13% — 1590 +992 New Q4 2025 Jan 28, 2026
SageView Advisory Group, LLC History Reduced 993 207 0.01% 0.01% 1591 -531 -34.84% Q4 2025 Feb 17, 2026
Fortitude Advisory Group L.L.C. History Reduced 993 207 0.09% 0.11% 1592 -3 -0.3% Q4 2025 Feb 13, 2026
Ariston Services Group History New 983 205 0.12% — 1595 +983 New Q4 2025 Jan 23, 2026
Marshall Financial Group, LLC History New 982 204 0.04% — 1598 +982 New Q4 2025 Jan 09, 2026
Johnson & White Wealth Management, LLC History New 982 204 0.09% — 1599 +982 New Q4 2025 Feb 05, 2026
J.M. Arbour, LLC History New 982 204 0.2% — 1600 +982 New Q4 2025 Jan 26, 2026
Alliance Wealth Management Group History New 978 204 0.04% — 1596 +978 New Q4 2025 Jan 21, 2026
Towercrest Capital Management History New 978 204 0.03% — 1597 +978 New Q4 2025 Jan 21, 2026
SBI Securities Co., Ltd. History Reduced 976 203 0.01% 0.01% 1601 -2 -0.2% Q4 2025 Feb 03, 2026
Provident Wealth Management, LLC History New 970 202 0.06% — 1604 +970 New Q4 2025 Jan 28, 2026
Alpha Cubed Investments, LLC History New 969 202 0.01% — 1603 +969 New Q4 2025 Feb 03, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 969 202 0.13% 0.12% 1602 0 0.0% Q4 2025 Feb 04, 2026
Triad Wealth Partners, LLC History New 965 201 0.02% — 1607 +965 New Q4 2025 Jan 22, 2026
KRS Capital Management, LLC History New 964 201 0.12% — 1606 +964 New Q4 2025 Jan 15, 2026
First Bancorp, Inc /ME/ History New 963 201 0.11% — 1605 +963 New Q4 2025 Jan 26, 2026
JT Stratford LLC History New 959 200 0.03% — 1608 +959 New Q4 2025 Feb 12, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History New 828 200 0.15% — 1609 +828 New Q4 2025 Feb 10, 2026
Comprehensive Financial Planning, Inc./PA History Added to 941 196 0.13% 0.07% 1610 +395 72.34% Q4 2025 Feb 11, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History Reduced 914 190 0.01% 0.01% 1611 -364 -28.48% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History No change 906 189 0.03% 0.03% 1612 0 0.0% Q4 2025 Feb 13, 2026
MidFirst Bank History New 901 188 0.01% — 1613 +901 New Q4 2025 Feb 25, 2026
Capital Analysts, LLC History Reduced 881 184 0.01% 0.01% 1614 -566 -39.12% Q4 2025 Feb 11, 2026
REAP Financial Group, LLC History Added to 871 181 0.04% 0.03% 1615 +101 13.12% Q4 2025 Feb 10, 2026
ALLIANZ SE History No change 850 177 0.0% 0.0% 1616 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 845 176 0.04% 0.04% 1617 -5 -0.59% Q4 2025 Jan 27, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 833 173 0.03% 0.03% 1618 0 0.0% Q4 2025 Feb 09, 2026
True Wealth Design, LLC History Reduced 817 170 0.05% 0.05% 1619 -46 -5.33% Q4 2025 Jan 08, 2026
AMERIFLEX GROUP, INC. History Reduced 790 164 0.09% 0.12% 1622 -782 -49.75% Q4 2025 Feb 18, 2026
Bruce G. Allen Investments, LLC History Reduced 788 164 0.11% 0.13% 1621 -91 -10.35% Q4 2025 Feb 10, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 789 164 0.01% 0.01% 1620 0 0.0% Q4 2025 Feb 12, 2026
Deseret Mutual Benefit Administrators History No change 783 163 0.07% 0.07% 1623 0 0.0% Q4 2025 Feb 11, 2026
Hilton Head Capital Partners, LLC History New 752 156 0.09% — 1624 +752 New Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History No change 686 153 0.01% 0.01% 1625 0 0.0% Q4 2025 Jan 21, 2026
JNBA Financial Advisors History Reduced 691 144 0.01% 0.01% 1626 -94 -11.97% Q4 2025 Jan 26, 2026
Gen-Wealth Partners Inc History Reduced 686 143 0.05% 0.05% 1627 -7 -1.01% Q4 2025 Feb 13, 2026
Bayforest Capital Ltd History Added to 685 142 0.11% 0.02% 1629 +476 227.75% Q4 2025 Jan 27, 2026
Dakota Community Bank & Trust NA History No change 685 142 0.49% 0.54% 1628 0 0.0% Q4 2025 Jan 26, 2026
Roehl & Yi Investment Advisors, LLC History New 34,343 133 0.05% — 1631 +34,343 New Q4 2025 Feb 17, 2026
Versant Capital Management, Inc History Reduced 641 133 0.02% 0.02% 1630 -21 -3.17% Q4 2025 Jan 08, 2026
VIRTUS ADVISERS, LLC History Reduced 623 130 0.06% 0.07% 1632 -27 -4.15% Q4 2025 Feb 13, 2026
Triumph Capital Management History New 622 129 0.03% — 1633 +622 New Q4 2025 Feb 12, 2026
Rossby Financial, LCC History Added to 611 127 0.04% 0.02% 1634 +363 146.37% Q4 2025 Feb 12, 2026
Salomon & Ludwin, LLC History Reduced 588 126 0.01% 0.01% 1635 -23 -3.76% Q4 2025 Jan 28, 2026
Torren Management, LLC History New 603 125 0.06% — 1636 +603 New Q4 2025 Jan 30, 2026
Smallwood Wealth Investment Management, LLC History No change 591 123 0.06% 0.06% 1637 0 0.0% Q4 2025 Jan 23, 2026
Gold Investment Management Ltd. History No change 586 122 0.04% 0.04% 1638 0 0.0% Q4 2025 Jan 28, 2026
SUMMIT SECURITIES GROUP LLC History Reduced 583 121 0.02% 0.03% 1639 -96 -14.14% Q4 2025 Feb 17, 2026
Capital Advisors, Ltd. LLC History Reduced 567 118 0.01% 0.01% 1640 -80 -12.36% Q4 2025 Jan 21, 2026
Golden State Wealth Management, LLC History Reduced 562 117 0.01% 0.01% 1641 -14 -2.43% Q4 2025 Feb 13, 2026
Core Alternative Capital History Reduced 564 117 0.03% 0.03% 1642 -2 -0.35% Q4 2025 Feb 02, 2026
DUNCKER STREETT & CO INC History Reduced 560 116 0.02% 0.04% 1643 -500 -47.17% Q4 2025 Jan 27, 2026
Crewe Advisors LLC History Added to 558 116 0.01% 0.01% 1644 +7 1.27% Q4 2025 Jan 16, 2026
Reflection Asset Management History New 553 115 0.08% — 1645 +553 New Q4 2025 Mar 02, 2026
DV EQUITIES, LLC History New 549 114 0.02% — 1646 +549 New Q4 2025 Feb 17, 2026
McIlrath & Eck, LLC History Added to 533 111 0.01% 0.01% 1647 +20 3.9% Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History New 527 110 0.04% — 1648 +527 New Q4 2025 Feb 11, 2026
Archer Investment Corp History Added to 100,051 109 0.02% 0.0% 1649 +100,040 909454.55% Q4 2025 Jan 30, 2026
Riverview Trust Co History No change 516 107 0.13% 0.12% 1650 0 0.0% Q4 2025 Jan 26, 2026
West Branch Capital LLC History Added to 510 106 0.03% 0.02% 1651 +85 20.0% Q4 2025 Jan 16, 2026
Catalyst Capital Advisors LLC History Reduced 505 105 0.0% 0.0% 1654 -364 -41.89% Q4 2025 Feb 10, 2026
VESTOR CAPITAL, LLC History Reduced 491 105 0.01% 0.01% 1652 -11 -2.19% Q4 2025 Feb 11, 2026
Coastline Trust Co History No change 505 105 0.01% 0.01% 1653 0 0.0% Q4 2025 Jan 05, 2026
BAYBAN History New 484 101 0.09% — 1655 +484 New Q4 2025 Mar 05, 2026
Asset Planning,Inc History No change 480 100 0.07% 0.07% 1656 0 0.0% Q4 2025 Feb 03, 2026
Quest 10 Wealth Builders, Inc. History Reduced 479 99 0.09% 0.09% 1657 -8 -1.64% Q4 2025 Jan 29, 2026
CBIZ Investment Advisory Services, LLC History Added to 470 98 0.0% 0.0% 1658 +307 188.34% Q4 2025 Feb 09, 2026
Basepoint Wealth LLC History New 466 97 0.06% — 1659 +466 New Q4 2025 Feb 10, 2026
DiNuzzo Private Wealth, Inc. History Added to 463 96 0.01% 0.01% 1660 +2 0.43% Q4 2025 Jan 16, 2026
Beaird Harris Wealth Management, LLC History Reduced 459 95 0.01% 0.01% 1662 -41 -8.2% Q4 2025 Feb 23, 2026
Financial Connections Group, Inc. History No change 458 95 0.03% 0.04% 1661 0 0.0% Q4 2025 Jan 23, 2026
Keating Financial Advisory Services, Inc. History New 453 94 0.01% — 1663 +453 New Q4 2025 Feb 09, 2026
Prestige Wealth Management Group LLC History Added to 450 93 0.02% 0.02% 1665 +33 7.91% Q4 2025 Feb 11, 2026
Silvant Capital Management LLC History No change 447 93 0.0% 0.0% 1664 0 0.0% Q4 2025 Feb 13, 2026
SFAM, LLC History New 437 91 0.08% — 1666 +437 New Q4 2025 Feb 12, 2026
Ritter Daniher Financial Advisory LLC / DE History Added to 428 89 0.01% 0.01% 1667 +33 8.35% Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 421 87 0.0% 0.0% 1668 0 0.0% Q4 2025 Feb 03, 2026
SHP Wealth Management History New 414 86 0.01% — 1670 +414 New Q4 2025 Mar 04, 2026
Truvestments Capital LLC History No change 415 86 0.02% 0.01% 1669 0 0.0% Q4 2025 Feb 13, 2026
Bravera Wealth History New 409 85 0.04% — 1672 +409 New Q4 2025 Apr 22, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 410 85 0.02% 0.02% 1671 0 0.0% Q4 2025 Feb 13, 2026
Glass Jacobson Investment Advisors llc History No change 402 83 0.03% 0.03% 1673 0 0.0% Q4 2025 Jan 22, 2026
Clean Yield Group History No change 397 82 0.02% 0.02% 1674 0 0.0% Q4 2025 Jan 26, 2026
Spire Wealth Management History Reduced 381 79 0.0% 0.01% 1675 -504 -56.95% Q4 2025 Jan 14, 2026
Covestor Ltd History Added to 373 78 0.04% 0.02% 1677 +151 68.02% Q4 2025 Feb 06, 2026
Plante Moran Financial Advisors, LLC History Reduced 377 78 0.0% 0.0% 1676 -10 -2.58% Q4 2025 Feb 05, 2026
SOA Wealth Advisors, LLC. History No change 369 77 0.01% 0.01% 1678 0 0.0% Q4 2025 Jan 20, 2026
Washington Trust Advisors, Inc. History No change 369 77 0.01% 0.01% 1679 0 0.0% Q4 2025 Feb 03, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 366 76 0.01% 0.01% 1680 -269 -42.36% Q4 2025 Jan 20, 2026
Acumen Wealth Advisors, LLC History New 360 75 0.02% — 1681 +360 New Q4 2025 Feb 13, 2026
Leonteq Securities AG History Added to 359 74 0.0% 0.0% 1683 +333 1280.77% Q4 2025 Feb 06, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 359 74 0.01% 0.01% 1684 +2 0.56% Q4 2025 Feb 23, 2026
TCTC Holdings, LLC History No change 356 74 0.0% 0.0% 1682 0 0.0% Q4 2025 Feb 12, 2026
Clearstead Trust, LLC History No change 356 74 0.01% 0.01% 1685 0 0.0% Q4 2025 Feb 09, 2026
Laurel Wealth Advisors LLC History New 338 70 0.01% — 1686 +338 New Q4 2025 Jan 30, 2026
VSM Wealth Advisory, LLC History No change 335 69 0.02% 0.02% 1687 0 0.0% Q4 2025 Feb 06, 2026
ADIRONDACK TRUST CO History Reduced 324 67 0.02% 0.03% 1689 -84 -20.59% Q4 2025 Jan 08, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 325 67 0.0% 0.0% 1688 0 0.0% Q4 2025 Feb 06, 2026
Fairman Group, LLC History No change 308 64 0.05% 0.05% 1690 0 0.0% Q4 2025 Feb 13, 2026
DV Trading LLC History New 300 62 0.0% — 1691 +300 New Q4 2025 Feb 17, 2026
PROSPERITY BANCSHARES INC History New 289 60 0.05% — 1692 +289 New Q4 2025 Feb 17, 2026
Mowery & Schoenfeld Wealth Management, LLC History Added to 292 60 0.09% 0.09% 1693 +27 10.19% Q4 2025 Jan 28, 2026
Y.D. More Investments Ltd History Reduced 283 59 0.0% 0.0% 1694 -32 -10.16% Q4 2025 Jan 21, 2026
Rosenberg Matthew Hamilton History Reduced 278 58 0.01% 0.02% 1695 -71 -20.34% Q4 2025 Jan 05, 2026
CURIO WEALTH, LLC History Added to 269 57 0.02% 0.02% 1696 +59 28.1% Q4 2025 Feb 11, 2026
Physician Wealth Advisors, Inc. History Reduced 272 56 0.01% 0.01% 1699 -32 -10.53% Q4 2025 Jan 29, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 232 56 0.04% 0.03% 1697 0 0.0% Q4 2025 Feb 13, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 273 56 0.02% 0.02% 1698 0 0.0% Q4 2025 Feb 06, 2026
Princeton Global Asset Management LLC History Added to 266 55 0.01% 0.0% 1701 +175 192.31% Q4 2025 Jan 20, 2026
Westside Investment Management, Inc. History Added to 263 55 0.01% 0.01% 1700 +33 14.35% Q4 2025 Jan 23, 2026
Bell Investment Advisors, Inc History Reduced 248 51 0.01% 0.01% 1703 -99 -28.53% Q4 2025 Feb 24, 2026
HHM Wealth Advisors, LLC History No change 247 51 0.01% 0.01% 1702 0 0.0% Q4 2025 Jan 22, 2026
Activest Wealth Management History Added to 241 50 0.01% 0.0% 1705 +219 995.45% Q4 2025 Jan 30, 2026
COUNTRY TRUST BANK History No change 243 50 0.0% 0.0% 1704 0 0.0% Q4 2025 Jan 21, 2026
Garner Asset Management Corp History New 239 49 0.02% — 1706 +239 New Q4 2025 Feb 03, 2026
Sarver Vrooman Wealth Advisors History Reduced 235 49 0.03% 0.05% 1709 -142 -37.67% Q4 2025 Feb 10, 2026
Avion Wealth History Added to 236 49 0.01% 0.01% 1707 +1 0.43% Q4 2025 Jan 23, 2026
Nova Wealth Management, Inc. History No change 237 49 0.03% 0.03% 1708 0 0.0% Q4 2025 Jan 14, 2026
Abound Wealth Management History Added to 232 48 0.01% 0.01% 1710 +57 32.57% Q4 2025 Jan 12, 2026
Nalls Sherbakoff Group, LLC History Added to 222 46 0.03% 0.0% 1711 +210 1750.0% Q4 2025 Mar 12, 2026
Westfuller Advisors, LLC History Added to 217 45 0.02% 0.02% 1713 +46 26.9% Q4 2025 Jan 21, 2026
GW&K Investment Management, LLC History Added to 217 45 0.0% 0.0% 1712 +3 1.4% Q4 2025 Feb 11, 2026
Evelyn Partners Investment Management Services Ltd History No change 220 45 0.01% 0.01% 1714 0 0.0% Q4 2025 Feb 13, 2026
UNION SAVINGS BANK History New 212 44 0.02% — 1715 +212 New Q4 2025 Mar 06, 2026
Boreal Capital Management LLC History No change 211 44 0.03% 0.03% 1716 0 0.0% Q4 2025 Feb 17, 2026
Meramec Financial Planners, LLC History New 171 41 0.02% — 1719 +171 New Q4 2025 Feb 10, 2026
High Note Wealth, LLC History Added to 197 41 0.01% 0.01% 1717 +4 2.07% Q4 2025 Feb 05, 2026
Financially Speaking Inc History No change 200 41 0.03% 0.03% 1718 0 0.0% Q4 2025 Feb 10, 2026
Cornerstone Planning Group LLC History Added to 176 39 0.01% — 1722 +168 2100.0% Q4 2025 Feb 02, 2026
Centerpoint Advisors, LLC History Reduced 187 39 0.01% 0.01% 1721 -2 -1.06% Q4 2025 Feb 13, 2026
Jackson, Grant Investment Advisers, Inc. History No change 190 39 0.01% 0.01% 1720 0 0.0% Q4 2025 Jan 27, 2026
Rialto Wealth Management, LLC History Added to 185 38 0.01% 0.01% 1723 +2 1.09% Q4 2025 Jan 12, 2026
West Financial Advisors, LLC History No change 174 36 0.01% 0.01% 1724 0 0.0% Q4 2025 Jan 13, 2026
SITTNER & NELSON, LLC History No change 150 36 0.01% 0.01% 1725 0 0.0% Q4 2025 Feb 11, 2026
TFC Financial Management, Inc. History Reduced 170 35 0.0% 0.0% 1726 -4 -2.3% Q4 2025 Jan 23, 2026
Private Wealth Management Group, LLC History No change 170 35 0.01% 0.01% 1727 0 0.0% Q4 2025 Jan 23, 2026
Beacon Financial Strategies CORP History New 167 34 0.02% — 1729 +167 New Q4 2025 Jan 12, 2026
Anchor Investment Management, LLC History No change 164 34 0.0% 0.0% 1728 0 0.0% Q4 2025 Feb 26, 2026
EFG International AG History New 160 33 0.0% — 1732 +160 New Q4 2025 Feb 17, 2026
IMG Wealth Management, Inc. History Added to 161 33 0.02% 0.02% 1730 +17 11.81% Q4 2025 Feb 05, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 161 33 0.01% 0.01% 1731 0 0.0% Q4 2025 Jan 15, 2026
Kemnay Advisory Services Inc. History New 155 32 0.0% — 1733 +155 New Q4 2025 Feb 17, 2026
Cape Investment Advisory, Inc. History Added to 172 32 0.01% 0.0% 1734 +147 588.0% Q4 2025 Feb 17, 2026
SJS Investment Consulting Inc. History Added to 146 30 0.0% 0.0% 1735 +130 812.5% Q4 2025 Jan 21, 2026
Modus Advisors, LLC History New 139 29 0.01% — 1736 +139 New Q4 2025 Feb 11, 2026
Financial Perspectives, Inc History No change 142 29 0.01% 0.01% 1737 0 0.0% Q4 2025 Jan 28, 2026
MONTAG A & ASSOCIATES INC History Added to 135 28 0.0% 0.0% 1738 +40 42.11% Q4 2025 Feb 02, 2026
Winch Advisory Services, LLC History Added to 137 28 0.01% 0.01% 1740 +1 0.74% Q4 2025 Feb 03, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 138 28 0.0% 0.0% 1739 0 0.0% Q4 2025 Jan 22, 2026
Steigerwald, Gordon & Koch Inc. History Added to 132 27 0.0% 0.0% 1742 +82 164.0% Q4 2025 Jan 23, 2026
NVWM, LLC History Added to 133 27 0.01% 0.01% 1741 +4 3.1% Q4 2025 Jan 20, 2026
Richard W. Paul & Associates, LLC History Reduced 134 27 0.01% 0.01% 1743 -1 -0.74% Q4 2025 Feb 12, 2026
Bank & Trust Co History No change 133 27 0.02% 0.02% 1744 0 0.0% Q4 2025 Jan 13, 2026
Fourth Dimension Wealth, LLC History Added to 128 26 0.01% 0.01% 1745 +2 1.59% Q4 2025 Feb 04, 2026
Dunhill Financial, LLC History Added to 122 25 0.01% 0.01% 1746 +4 3.39% Q4 2025 Jan 29, 2026
Tanglewood Legacy Advisors, LLC History No change 120 25 0.01% 0.01% 1747 0 0.0% Q4 2025 Feb 06, 2026
Monetary Solutions, Ltd History New 119 24 0.02% — 1748 +119 New Q4 2025 Feb 23, 2026
Fortitude Family Office, LLC History Added to 113 23 0.01% 0.01% 1749 +1 0.89% Q4 2025 Jan 15, 2026
MCGUIRE CAPITAL ADVISORS INC History New 106 22 0.01% — 1751 +106 New Q4 2025 Feb 19, 2026
Aventus Investment Advisors, Inc. History No change 110 22 0.02% 0.02% 1750 0 0.0% Q4 2025 Jan 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 102 21 0.01% 0.01% 1752 -40 -28.17% Q4 2025 Jan 23, 2026
Beutel, Goodman & Co Ltd. History No change 100 20 0.0% 0.0% 1753 0 0.0% Q4 2025 Feb 13, 2026
Solstein Capital, LLC History No change 96 20 0.01% 0.0% 1754 0 0.0% Q4 2025 Feb 13, 2026
Pflug Koory, LLC History No change 100 20 0.01% 0.01% 1755 0 0.0% Q4 2025 Jan 20, 2026
Fortis Group Advisors, LLC History No change 100 20 0.0% 0.0% 1756 0 0.0% Q4 2025 Feb 06, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 92 19 0.0% 0.05% 1757 -4,410 -97.96% Q4 2025 Feb 11, 2026
Sachetta, LLC History Reduced 95 19 0.01% 0.02% 1760 -200 -67.8% Q4 2025 Feb 02, 2026
Anfield Capital Management, LLC History Added to 95 19 0.01% 0.0% 1758 +52 120.93% Q4 2025 Feb 03, 2026
Financial Gravity Asset Management, Inc. History No change 95 19 0.0% 0.0% 1759 0 0.0% Q4 2025 Feb 13, 2026
Migdal Insurance & Financial Holdings Ltd. History Reduced 84 18 0.0% 0.0% 1761 -495 -85.49% Q4 2025 Jan 28, 2026
Cherry Tree Wealth Management, LLC History New 91 18 0.0% — 1762 +91 New Q4 2025 Feb 10, 2026
Greenline Wealth Management LLC History New 89 18 0.02% — 1765 +89 New Q4 2025 Feb 13, 2026
GGM Financials LLC History Added to 88 18 0.01% 0.01% 1764 +1 1.15% Q4 2025 Feb 04, 2026
Access Investment Management LLC History No change 92 18 0.0% 0.0% 1763 0 0.0% Q4 2025 Feb 02, 2026
Retirement Wealth Solutions LLC History Added to 86 17 0.01% 0.01% 1769 +1 1.18% Q4 2025 Jan 07, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 85 17 0.01% 0.01% 1766 0 0.0% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History No change 84 17 0.0% 0.0% 1767 0 0.0% Q4 2025 Jan 21, 2026
Citizens National Bank Trust Department History No change 83 17 0.0% 0.0% 1768 0 0.0% Q4 2025 Jan 30, 2026
Dogwood Wealth Management LLC History Reduced 77 16 0.01% 0.01% 1771 -8 -9.41% Q4 2025 Feb 04, 2026
NBT BANK N A /NY History No change 80 16 0.0% 0.0% 1770 0 0.0% Q4 2025 Jan 23, 2026
Wilkerson Advisory Group LLC History New 76 15 0.01% — 1776 +76 New Q4 2025 Feb 13, 2026
Piscataqua Savings Bank History New 75 15 0.01% — 1774 +75 New Q4 2025 Jan 16, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 71 15 0.0% 0.0% 1772 0 0.0% Q4 2025 Feb 02, 2026
WOLFF WIESE MAGANA LLC History No change 76 15 0.01% 0.01% 1773 0 0.0% Q4 2025 Jan 14, 2026
Barnes Dennig Private Wealth Management LLC History No change 72 15 0.02% 0.02% 1775 0 0.0% Q4 2025 Jan 14, 2026
High Point Wealth Management, LLC History New 70 14 0.01% — 1778 +70 New Q4 2025 Jan 29, 2026
Valued Wealth Advisors LLC History Added to 68 14 0.01% 0.01% 1777 +8 13.33% Q4 2025 Jan 30, 2026
Exane Asset Management History Reduced 57 13 0.0% 11.15% 1780 -140,133 -99.96% Q4 2025 Jan 27, 2026
Itau Unibanco Holding S.A. History New 64 13 0.0% — 1779 +64 New Q4 2025 Feb 13, 2026
Estate Planners Group, LLC History New 63 13 0.01% — 1783 +63 New Q4 2025 Apr 07, 2026
Kilter Group LLC History Added to 66 13 0.01% 0.0% 1782 +14 26.92% Q4 2025 Feb 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 66 13 0.01% 0.01% 1781 -11 -14.29% Q4 2025 Feb 10, 2026
Kohmann Bosshard Financial Services, LLC History New 58 12 0.0% — 1785 +58 New Q4 2025 Jan 30, 2026
Morse Asset Management, Inc History Reduced 60 12 0.0% 0.0% 1786 -35 -36.84% Q4 2025 Feb 03, 2026
First Pacific Financial History Added to 60 12 0.0% 0.0% 1787 +1 1.69% Q4 2025 Jan 16, 2026
Indiana Trust & Investment Management Co History No change 58 12 0.0% 0.0% 1784 0 0.0% Q4 2025 Jan 21, 2026
Bradley & Co. Private Wealth Management, LLC History No change 60 12 0.01% 0.01% 1788 0 0.0% Q4 2025 Feb 11, 2026
Ulland Investment Advisors, LLC History No change 57 12 0.01% 0.01% 1789 0 0.0% Q4 2025 Jan 08, 2026
Cetera Trust Company, N.A History No change 59 12 0.01% 0.01% 1790 0 0.0% Q4 2025 Feb 13, 2026
Center for Financial Planning, Inc. History New 55 11 0.0% — 1791 +55 New Q4 2025 Feb 05, 2026
Newbridge Financial Services Group, Inc. History New 55 11 0.0% — 1792 +55 New Q4 2025 Jan 21, 2026
KERR FINANCIAL PLANNING Corp History Reduced 47 11 0.01% 0.01% 1794 -12 -20.34% Q4 2025 Feb 10, 2026
Seneschal Advisors, LLC History No change 57 11 0.01% 0.01% 1793 0 0.0% Q4 2025 Feb 13, 2026
Luken Investment Analytics, LLC History New 51 10 0.0% — 1796 +51 New Q4 2025 Feb 03, 2026
Lodestone Wealth Management LLC History New 50 10 0.0% — 1799 +50 New Q4 2025 Jan 15, 2026
Osbon Capital Management LLC History New 48 10 0.01% — 1797 +48 New Q4 2025 Mar 16, 2026
Richardson Capital Management LLC History No change 50 10 0.01% 0.0% 1795 0 0.0% Q4 2025 Jan 30, 2026
WFA of San Diego, LLC History No change 52 10 0.01% 0.01% 1798 0 0.0% Q4 2025 Feb 17, 2026
Creative Capital Management Investments LLC History No change 50 10 0.0% 0.0% 1800 0 0.0% Q4 2025 Jan 23, 2026
Harvest Fund Management Co., Ltd History Reduced 45 9 0.0% 0.01% 1801 -713 -94.06% Q4 2025 Feb 11, 2026
IFC & Insurance Marketing, Inc. History New 44 9 0.01% — 1805 +44 New Q4 2025 Feb 12, 2026
Mascoma Wealth Management LLC History Added to 47 9 0.0% 0.0% 1802 +9 23.68% Q4 2025 Feb 04, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 45 9 0.0% 0.0% 1803 0 0.0% Q4 2025 Jan 08, 2026
Hilltop National Bank History No change 45 9 0.0% 0.0% 1804 0 0.0% Q4 2025 Jan 07, 2026
Miller Global Investments, LLC History New 41 8 0.01% — 1809 +41 New Q4 2025 Jan 05, 2026
LGT Financial Advisors LLC History Added to 40 8 0.05% 0.02% 1808 +1 2.56% Q4 2025 Feb 13, 2026
TD Capital Management LLC History No change 39 8 0.0% 0.0% 1806 0 0.0% Q4 2025 Feb 26, 2026
Signature Resources Capital Management, LLC History No change 40 8 0.0% 0.0% 1807 0 0.0% Q4 2025 Jan 21, 2026
Joseph Group Capital Management History New 38 7 0.0% — 1812 +38 New Q4 2025 Jan 30, 2026
Union Bancaire Privee, UBP SA History New 35 7 0.0% — 1810 +35 New Q4 2025 Jan 05, 2026
Imprint Wealth LLC History Reduced 34 7 0.03% 0.04% 1813 -34 -50.0% Q4 2025 Feb 17, 2026
Wealth Watch Advisors, INC History Reduced 36 7 0.0% 0.0% 1815 -8 -18.18% Q4 2025 Feb 17, 2026
Tidemark, LLC History Reduced 35 7 0.0% 0.0% 1814 -6 -14.63% Q4 2025 Feb 10, 2026
Global Trust Asset Management, LLC History No change 34 7 0.0% 0.0% 1811 0 0.0% Q4 2025 Jan 20, 2026
Clark Wealth Partners History No change 35 7 0.0% 0.0% 1816 0 0.0% Q4 2025 Feb 04, 2026
AMERICAN NATIONAL BANK & TRUST History New 30 6 0.0% — 1817 +30 New Q4 2025 Jan 20, 2026
Motiv8 Investments LLC History New 30 6 0.0% — 1819 +30 New Q4 2025 Feb 13, 2026
United Financial Planning Group LLC History New 29 6 0.0% — 1820 +29 New Q4 2025 Feb 11, 2026
Bay Harbor Wealth Management, LLC History Added to 31 6 0.0% 0.0% 1818 +11 55.0% Q4 2025 Feb 02, 2026
Networth Advisors, LLC History New 29 5 0.0% — 1829 +29 New Q4 2025 Jan 22, 2026
Towne Trust Company, N.A History New 25 5 0.0% — 1822 +25 New Q4 2025 Jan 26, 2026
N.E.W. Advisory Services LLC History New 24 5 0.0% — 1824 +24 New Q4 2025 Jan 28, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 24 5 0.0% — 1828 +24 New Q4 2025 Jan 28, 2026
DecisionPoint Financial, LLC History Added to 27 5 0.0% — 1826 +22 440.0% Q4 2025 Jan 29, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 24 5 0.0% 0.0% 1821 -4 -14.29% Q4 2025 Jan 20, 2026
Rakuten Securities, Inc. History Added to 25 5 0.0% 0.0% 1827 +1 4.17% Q4 2025 Jan 29, 2026
Cedar Mountain Advisors, LLC History No change 28 5 0.0% 0.0% 1823 0 0.0% Q4 2025 Feb 11, 2026
DHJJ Financial Advisors, Ltd. History No change 27 5 0.0% 0.0% 1825 0 0.0% Q4 2025 Jan 23, 2026
Ares Financial Consulting, LLC History New 21 4 0.0% — 1833 +21 New Q4 2025 Jan 30, 2026
Battery Global Advisors, LLC History New 20 4 0.0% — 1830 +20 New Q4 2025 Feb 13, 2026
Reyes Financial Architecture, Inc. History New 20 4 0.0% — 1832 +20 New Q4 2025 Jan 26, 2026
Principia Wealth Advisory, LLC History Added to 21 4 0.0% 0.0% 1831 +13 162.5% Q4 2025 Feb 10, 2026
IMA Advisory Services, Inc. History New 18 3 0.0% — 1834 +18 New Q4 2025 Feb 11, 2026
Legacy Bridge, LLC History New 18 3 0.0% — 1835 +18 New Q4 2025 Jan 23, 2026
Sunrise Financial Services, LLC History New 18 3 0.0% — 1839 +18 New Q4 2025 Feb 11, 2026
Elevated Capital Advisors, LLC History New 16 3 0.0% — 1838 +16 New Q4 2025 Jan 27, 2026
Quaker Wealth Management, LLC History Added to 19 3 0.0% 0.0% 1836 +1 5.56% Q4 2025 Jan 28, 2026
TSFG, LLC History No change 15 3 0.0% 0.0% 1837 0 0.0% Q4 2025 Feb 04, 2026
MTM Investment Management, LLC History Reduced 14 2 0.0% 0.0% 1841 -56 -80.0% Q4 2025 Feb 09, 2026
WestEnd Advisors, LLC History Added to 13 2 0.0% 0.0% 1840 +4 44.44% Q4 2025 Jan 27, 2026
Granite FO LLC History No change 14 2 0.0% 0.0% 1842 0 0.0% Q4 2025 Feb 06, 2026
Cornerstone Financial Management LLC History New 9 1 0.0% — 1854 +9 New Q4 2025 Feb 13, 2026
Portfolio Resources Advisor Group, Inc. History New 8 1 0.0% — 1849 +8 New Q4 2025 Feb 13, 2026
Advocate Investing Services LLC History New 8 1 0.0% — 1855 +8 New Q4 2025 Feb 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 5 1 0.0% — 1843 +5 New Q4 2025 Feb 12, 2026
PayPay Securities Corp History Added to 9 1 0.03% 0.04% 1845 +1 12.5% Q4 2025 Jan 26, 2026
American Capital Advisory, LLC History Added to 6 1 0.0% 0.0% 1848 +1 20.0% Q4 2025 Jan 30, 2026
Cranbrook Wealth Management, LLC History No change 9 1 0.0% 0.0% 1844 0 0.0% Q4 2025 Jan 28, 2026
Turning Point Benefit Group, Inc. History No change 5 1 0.0% — 1846 0 0.0% Q4 2025 Jan 30, 2026
Financial Network Wealth Advisors LLC History No change 9 1 0.0% 0.0% 1847 0 0.0% Q4 2025 Feb 13, 2026
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC History No change 9 1 0.0% 0.0% 1850 0 0.0% Q4 2025 Feb 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 7 1 0.0% 0.0% 1851 0 0.0% Q4 2025 Feb 17, 2026
WPG Advisers, LLC History No change 8 1 0.0% 0.0% 1852 0 0.0% Q4 2025 Jan 28, 2026
HFM Investment Advisors, LLC History No change 8 1 0.0% 0.0% 1853 0 0.0% Q4 2025 Feb 05, 2026
JUPITER ASSET MANAGEMENT LTD History Closed out 0 0 — 0.43% — -248,145 -100.0% Q3 2025 Nov 10, 2025
PROSPECTOR PARTNERS LLC History Closed out 0 0 — 3.04% — -126,681 -100.0% Q3 2025 Nov 07, 2025
Junto Capital Management LP History Closed out 0 0 — 0.45% — -110,294 -100.0% Q3 2025 Nov 14, 2025
T. Rowe Price Investment Management, Inc. History Closed out 0 0 — 0.01% — -56,477 -100.0% Q3 2025 Nov 14, 2025
Nearwater Capital Markets, Ltd History Closed out 0 0 — 0.13% — -50,000 -100.0% Q3 2025 Nov 13, 2025
CASTLEARK MANAGEMENT LLC History Closed out 0 0 — 0.27% — -48,240 -100.0% Q3 2025 Nov 17, 2025
Oak Harvest Investment Services History Closed out 0 0 — 1.05% — -44,838 -100.0% Q3 2025 Oct 17, 2025
Hosking Partners LLP History Closed out 0 0 — 0.27% — -36,895 -100.0% Q3 2025 Oct 23, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.05% — -26,610 -100.0% Q3 2025 Nov 13, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.11% — -23,218 -100.0% Q3 2025 Oct 14, 2025
Cinctive Capital Management LP History Closed out 0 0 — 0.21% — -22,306 -100.0% Q3 2025 Nov 14, 2025
SteelPeak Wealth, LLC History Closed out 0 0 — 0.14% — -20,793 -100.0% Q3 2025 Oct 21, 2025
MILESTONE ASSET MANAGEMENT, LLC History Closed out 0 0 — 0.72% — -18,859 -100.0% Q3 2025 Oct 15, 2025
Cornerstone Advisors, LLC History Closed out 0 0 — 0.12% — -18,600 -100.0% Q3 2025 Nov 07, 2025
Compagnie Lombard Odier SCmA History Closed out 0 0 — 0.04% — -16,000 -100.0% Q3 2025 Nov 06, 2025
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.07% — -13,605 -100.0% Q3 2025 Oct 31, 2025
Sava Infond d.o.o. History Closed out 0 0 — 0.32% — -11,240 -100.0% Q3 2025 Nov 10, 2025
Altman Advisors, Inc. History Closed out 0 0 — 0.85% — -11,007 -100.0% Q3 2025 Nov 13, 2025
Dynamic Technology Lab Private Ltd History Closed out 0 0 — 0.35% — -10,271 -100.0% Q3 2025 Nov 13, 2025
Virtus Investment Advisers, LLC History Closed out 0 0 — 0.54% — -9,448 -100.0% Q3 2025 Nov 14, 2025
Brevan Howard Capital Management LP History Closed out 0 0 — 0.01% — -9,406 -100.0% Q3 2025 Nov 14, 2025
INCEPTIONR LLC History Closed out 0 0 — 0.42% — -8,632 -100.0% Q3 2025 Nov 13, 2025
NorthRock Partners, LLC History Closed out 0 0 — 0.03% — -8,383 -100.0% Q3 2025 Nov 14, 2025
LEIGH BALDWIN & CO., LLC History Closed out 0 0 — 0.94% — -8,288 -100.0% Q3 2025 Nov 14, 2025
MIRABELLA FINANCIAL SERVICES LLP History Closed out 0 0 — 0.12% — -6,756 -100.0% Q3 2025 Dec 15, 2025
Compass Wealth Management LLC History Closed out 0 0 — 0.27% — -5,962 -100.0% Q3 2025 Nov 07, 2025
Requisite Capital Management, LLC History Closed out 0 0 — 0.18% — -5,313 -100.0% Q3 2025 Nov 12, 2025
Rede Wealth, LLC History Closed out 0 0 — 0.83% — -5,259 -100.0% Q3 2025 Oct 29, 2025
WINTON GROUP Ltd History Closed out 0 0 — 0.04% — -4,800 -100.0% Q3 2025 Nov 13, 2025
Buck Wealth Strategies, LLC History Closed out 0 0 — 0.13% — -4,641 -100.0% Q3 2025 Nov 04, 2025
MidWestOne Financial Group, Inc. History Closed out 0 0 — 0.11% — -4,471 -100.0% Q3 2025 Nov 06, 2025
Nicholas Wealth, LLC. History Closed out 0 0 — 0.64% — -4,358 -100.0% Q3 2025 Feb 17, 2026
SANDERS MORRIS HARRIS LLC History Closed out 0 0 — 0.1% — -3,920 -100.0% Q3 2025 Oct 07, 2025
Midwest Professional Planners, LTD. History Closed out 0 0 — 0.17% — -3,440 -100.0% Q3 2025 Nov 04, 2025
Yukon Wealth Management, Inc. History Closed out 0 0 — 0.22% — -3,291 -100.0% Q3 2025 Nov 14, 2025
ARMISTICE CAPITAL, LLC History Closed out 0 0 — 0.01% — -3,231 -100.0% Q3 2025 Nov 17, 2025
Engineers Gate Manager LP History Closed out 0 0 — 0.01% — -3,182 -100.0% Q3 2025 Nov 14, 2025
Tandem Wealth Advisors LLC History Closed out 0 0 — 0.29% — -3,018 -100.0% Q3 2025 Nov 14, 2025
PAR CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.02% — -3,000 -100.0% Q3 2025 Nov 14, 2025
Myriad Asset Management US LP History Closed out 0 0 — 0.32% — -2,910 -100.0% Q3 2025 Oct 30, 2025
SHEPHERD KAPLAN KROCHUK, LLC History Closed out 0 0 — 0.47% — -2,825 -100.0% Q3 2025 Nov 13, 2025
Strategic Financial Concepts, LLC History Closed out 0 0 — 0.08% — -2,724 -100.0% Q3 2025 Nov 13, 2025
CenterBook Partners LP History Closed out 0 0 — 0.03% — -2,675 -100.0% Q3 2025 Nov 07, 2025
Lombard Odier Asset Management (USA) Corp History Closed out 0 0 — 0.03% — -2,578 -100.0% Q3 2025 Nov 14, 2025
Weiss Asset Management LP History Closed out 0 0 — 0.16% — -2,340 -100.0% Q3 2025 Feb 17, 2026
Linscomb Wealth, Inc. History Closed out 0 0 — 0.02% — -2,037 -100.0% Q3 2025 Nov 05, 2025
Knollwood Investment Advisory, LLC History Closed out 0 0 — 0.04% — -2,006 -100.0% Q3 2025 Nov 14, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.05% — -1,910 -100.0% Q3 2025 Nov 14, 2025
Edgemoor Investment Advisors, Inc. History Closed out 0 0 — 0.03% — -1,866 -100.0% Q3 2025 Nov 06, 2025
OneAscent Financial Services LLC History Closed out 0 0 — 0.04% — -1,821 -100.0% Q3 2025 Oct 31, 2025
Paragon Private Wealth Management, LLC History Closed out 0 0 — 0.11% — -1,684 -100.0% Q3 2025 Nov 03, 2025
RIVERSEDGE ADVISORS, LLC History Closed out 0 0 — 0.06% — -1,660 -100.0% Q3 2025 Oct 09, 2025
Econ Financial Services Corp History Closed out 0 0 — 0.17% — -1,652 -100.0% Q3 2025 Oct 21, 2025
MOODY ALDRICH PARTNERS LLC History Closed out 0 0 — 0.06% — -1,572 -100.0% Q3 2025 Oct 21, 2025
Sitrin Capital Management LLC History Closed out 0 0 — 0.15% — -1,569 -100.0% Q3 2025 Oct 22, 2025
Garden State Investment Advisory Services LLC History Closed out 0 0 — 0.07% — -1,545 -100.0% Q3 2025 Nov 14, 2025
Investment Research Partners LLC History Closed out 0 0 — 0.12% — -1,506 -100.0% Q3 2025 Dec 01, 2025
GSA CAPITAL PARTNERS LLP History Closed out 0 0 — 0.02% — -1,423 -100.0% Q3 2025 Nov 07, 2025
NovaPoint Capital, LLC History Closed out 0 0 — 0.07% — -1,361 -100.0% Q3 2025 Oct 17, 2025
Harvest Investment Services, LLC History Closed out 0 0 — 0.05% — -1,323 -100.0% Q3 2025 Nov 17, 2025
Integrated Investment Consultants, LLC History Closed out 0 0 — 0.04% — -1,267 -100.0% Q3 2025 Nov 18, 2025
Mill Creek Capital Advisors, LLC History Closed out 0 0 — 0.01% — -1,254 -100.0% Q3 2025 Nov 12, 2025
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Closed out 0 0 — 0.01% — -1,238 -100.0% Q3 2025 Nov 12, 2025
Beirne Wealth Consulting Services, LLC History Closed out 0 0 — 0.06% — -1,235 -100.0% Q3 2025 Nov 07, 2025
Noble Family Wealth, LLC History Closed out 0 0 — 0.05% — -1,230 -100.0% Q3 2025 Oct 21, 2025
Empower Advisory Group, LLC History Closed out 0 0 — 0.0% — -1,213 -100.0% Q3 2025 Nov 14, 2025
Laurion Capital Management LP History Closed out 0 0 — 0.0% — -1,201 -100.0% Q3 2025 Nov 17, 2025
MARTINGALE ASSET MANAGEMENT L P History Closed out 0 0 — 0.01% — -1,200 -100.0% Q3 2025 Nov 13, 2025
Catalyst Funds Management Pty Ltd History Closed out 0 0 — 0.04% — -1,200 -100.0% Q3 2025 Nov 12, 2025
Blueshift Asset Management, LLC History Closed out 0 0 — 0.07% — -1,148 -100.0% Q3 2025 Nov 13, 2025
THOMPSON SIEGEL & WALMSLEY LLC History Closed out 0 0 — 0.0% — -1,057 -100.0% Q3 2025 Nov 12, 2025
Gouws Capital LLC History Closed out 0 0 — 0.11% — -1,030 -100.0% Q3 2025 Oct 30, 2025
Polymer Capital Management (HK) LTD History Closed out 0 0 — 0.03% — -1,029 -100.0% Q3 2025 Nov 14, 2025
FAMILY WEALTH PARTNERS, LLC History Closed out 0 0 — 0.08% — -1,026 -100.0% Q3 2025 Nov 12, 2025
EXENCIAL WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -1,020 -100.0% Q3 2025 Oct 27, 2025
FIRST FOUNDATION ADVISORS History Closed out 0 0 — 0.01% — -1,002 -100.0% Q3 2025 Nov 17, 2025
IBEX WEALTH ADVISORS History Closed out 0 0 — 0.02% — -997 -100.0% Q3 2025 Nov 12, 2025
King Wealth Management Group History Closed out 0 0 — 0.03% — -996 -100.0% Q3 2025 Nov 07, 2025
ASHTON THOMAS SECURITIES, LLC History Closed out 0 0 — 0.02% — -673 -100.0% Q3 2025 Oct 27, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.04% — -601 -100.0% Q3 2025 Oct 08, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 — 0.06% — -558 -100.0% Q3 2025 Nov 12, 2025
North Capital, Inc. History Closed out 0 0 — 0.08% — -547 -100.0% Q3 2025 Oct 09, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.01% — -253 -100.0% Q3 2025 Oct 29, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.01% — -251 -100.0% Q3 2025 Nov 03, 2025
Corundum Trust Company, INC History Closed out 0 0 — 0.11% — -245 -100.0% Q3 2025 Oct 24, 2025
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -207 -100.0% Q3 2025 Nov 17, 2025
Bank Julius Baer & Co. Ltd, Zurich History Closed out 0 0 — 0.0% — -200 -100.0% Q3 2025 Nov 13, 2025
Financial Life Planners History Closed out 0 0 — 0.03% — -195 -100.0% Q3 2025 Nov 13, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.01% — -185 -100.0% Q3 2025 Nov 14, 2025
Family Legacy Financial Solutions, LLC History Closed out 0 0 — 0.02% — -131 -100.0% Q3 2025 Oct 07, 2025
Quarry LP History Closed out 0 0 — 0.01% — -122 -100.0% Q3 2025 Nov 14, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.02% — -120 -100.0% Q3 2025 Nov 06, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.03% — -118 -100.0% Q3 2025 Nov 07, 2025
Accent Capital Management, LLC History Closed out 0 0 — 0.01% — -113 -100.0% Q3 2025 Nov 12, 2025
FOSTER DYKEMA CABOT & PARTNERS, LLC History Closed out 0 0 — 0.0% — -94 -100.0% Q3 2025 Nov 12, 2025
OSSIAM History Closed out 0 0 — 0.0% — -92 -100.0% Q3 2025 Nov 14, 2025
Parvin Asset Management, LLC History Closed out 0 0 — 0.01% — -81 -100.0% Q3 2025 Nov 17, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2025 Oct 16, 2025
PROFFITT & GOODSON INC History Closed out 0 0 — 0.0% — -53 -100.0% Q3 2025 Oct 21, 2025
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 4 0 — 0.01% — -48 -92.31% Q4 2025 Feb 10, 2026
Cloud Capital Management, LLC History Closed out 0 0 — 0.0% — -44 -100.0% Q3 2025 Nov 03, 2025
Marquette Asset Management, LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2025 Oct 24, 2025
New Age Alpha Advisors, LLC History Closed out 0 0 — 0.0% — -33 -100.0% Q3 2025 Nov 12, 2025
Chung Wu Investment Group, LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2025 Nov 04, 2025
Trifecta Capital Advisors, LLC History Closed out 0 0 — 0.0% — -24 -100.0% Q3 2025 Nov 03, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.0% — -22 -100.0% Q3 2025 Oct 06, 2025
Westend Capital Management, LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Oct 17, 2025
Stone House Investment Management, LLC History Reduced 1 0 — 0.0% — -19 -95.0% Q4 2025 Jan 21, 2026
ESL Trust Services, LLC History Closed out 0 0 — 0.0% — -19 -100.0% Q3 2025 Nov 04, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2025 Nov 13, 2025
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -15 -100.0% Q3 2025 Oct 14, 2025
WINNOW WEALTH LLC History Reduced 1 0 — 0.0% — -11 -91.67% Q4 2025 Feb 11, 2026
Investors Portfolio Services LLC History New 5 0 — — — +5 New Q4 2025 Feb 09, 2026
Trust Co History New 4 0 — — — +4 New Q4 2025 Jan 15, 2026
EQ WEALTH ADVISORS, LLC History New 3 0 — — — +3 New Q4 2025 Feb 02, 2026
NorthAvenue LLC History New 3 0 — — — +3 New Q4 2025 Apr 02, 2026
Strengthening Families & Communities, LLC History Closed out 0 0 — — — -3 -100.0% Q3 2025 Nov 04, 2025
Breakwater Investment Management History Closed out 0 0 — — — -3 -100.0% Q3 2025 Oct 03, 2025
ARCADIA INVESTMENT MANAGEMENT CORP/MI History New 1 0 — — — +1 New Q4 2025 Feb 10, 2026
Davis Capital Management History Added to 4 0 — — — +1 33.33% Q4 2025 Jan 28, 2026
New Millennium Group LLC History Reduced 2 0 — — — -1 -33.33% Q4 2025 Feb 06, 2026
OPTIMA CAPITAL LLC History New 1 0 — — — +1 New Q4 2025 Jan 23, 2026
1 NORTH WEALTH SERVICES LLC History No change 4 0 — — — 0 0.0% Q4 2025 Feb 13, 2026
Vermillion Wealth Management, Inc. History No change 4 0 — — — 0 0.0% Q4 2025 Feb 11, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 3 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
William B. Walkup & Associates, Inc. History No change 4 0 — — — 0 0.0% Q4 2025 Feb 17, 2026