INVESCO EXCHANGE-TRADED FUND TRUST - RSP

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 409 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
MORGAN STANLEY History Added to 31,346,217 6,004,681 0.36% 0.33% 1 +2,285,526 7.86% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 26,252,217 5,028,874 3.18% 3.2% 2 +959,176 3.79% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Reduced 21,802,619 4,176,509 0.3% 0.3% 3 -1,631,618 -6.96% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Added to 11,996,710 2,298,089 0.28% 0.19% 4 +3,650,634 43.74% Q4 2025 Mar 25, 2026
UBS Group AG History Added to 10,388,792 1,990,076 0.32% 0.24% 5 +2,210,831 27.03% Q4 2025 Jan 29, 2026
Invesco Ltd. History Added to 10,144,784 1,943,334 0.3% 0.29% 6 +444,846 4.59% Q4 2025 Feb 19, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 8,485,519 1,625,486 3.63% 3.23% 7 +1,060,181 14.28% Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Reduced 6,738,063 1,290,743 0.24% 0.24% 8 -49,284 -0.73% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 5,486,948 1,051,079 0.29% 0.28% 9 +362,412 7.07% Q4 2025 Feb 11, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Reduced 5,469,896 1,047,813 47.94% 56.82% 10 -3,720,595 -40.48% Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 4,370,553 837,223 0.1% 0.08% 11 +806,350 22.62% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 4,285,054 820,844 3.46% 3.33% 12 +257,163 6.38% Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 4,255,842 815,249 0.12% 0.13% 13 -369,347 -7.99% Q4 2025 Feb 17, 2026
Japan Science & Technology Agency History No change 3,792,112 726,416 13.35% 12.81% 14 0 0.0% Q4 2025 Feb 06, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,707,072 709,975 0.22% 0.23% 15 -26,536 -0.71% Q4 2025 Feb 18, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 3,600,000 689,616 3.25% 3.96% 16 -1,500,000 -29.41% Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 3,579,650 685,717 3.47% 3.4% 17 +9,309 0.26% Q4 2025 Feb 10, 2026
AMERIPRISE FINANCIAL INC History Added to 3,551,658 680,306 0.15% 0.15% 18 +26,100 0.74% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 3,273,900 627,148 0.09% 0.06% 19 +1,244,118 61.29% Q4 2025 Feb 12, 2026
ROYAL BANK OF CANADA History New 3,094,492 592,781 0.1% 20 +3,094,492 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 2,775,657 531,704 0.13% 0.07% 21 +1,027,744 58.8% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 2,757,713 528,267 0.7% 0.74% 22 -122,398 -4.25% Q4 2025 Feb 02, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 2,722,346 521,492 7.51% 0.09% 23 +2,686,558 7506.87% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Added to 2,460,000 471,237 0.79% 0.75% 24 +285,000 13.1% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 2,261,284 446,446 0.2% 0.26% 25 -245,615 -9.8% Q4 2025 Feb 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 2,320,620 444,538 1.59% 2.41% 26 -1,295,945 -35.83% Q4 2025 Jan 30, 2026
CITIGROUP INC History Added to 2,222,303 425,704 0.19% 0.14% 27 +615,181 38.28% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 1,963,478 376,123 0.55% 0.54% 28 +207,096 11.79% Q4 2025 Feb 11, 2026
Focus Partners Wealth History Added to 1,874,285 359,036 0.41% 0.4% 29 +577,151 44.49% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 1,856,291 355,591 0.02% 0.03% 30 -913,376 -32.98% Q4 2025 Feb 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,774,952 340,009 0.1% 0.1% 31 +15,654 0.89% Q4 2025 Feb 10, 2026
Varma Mutual Pension Insurance Co History New 1,708,000 327,184 1.98% 32 +1,708,000 New Q4 2025 Feb 02, 2026
Phoenix Financial Ltd. History Reduced 1,625,542 311,388 3.37% 4.09% 33 -142,890 -8.08% Q4 2025 Feb 05, 2026
Clal Insurance Enterprises Holdings Ltd History New 1,600,000 306,496 1.98% 34 +1,600,000 New Q4 2025 Feb 13, 2026
BW Gestao de Investimentos Ltda. History New 1,499,100 287,167 6.48% 35 +1,499,100 New Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 1,434,548 274,802 0.49% 0.49% 36 +108,552 8.19% Q4 2025 Mar 16, 2026
HighTower Advisors, LLC History Added to 1,409,611 270,025 0.3% 0.29% 37 +55,250 4.08% Q4 2025 Feb 06, 2026
North Peak Capital Management, LLC History No change 1,374,131 263,228 22.37% 22.84% 38 0 0.0% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 1,337,435 256,307 0.37% 0.39% 39 -128,867 -8.79% Q4 2025 Feb 17, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 1,332,133 255,183 15.7% 16.16% 40 -4,377 -0.33% Q4 2025 Feb 12, 2026
Duquesne Family Office LLC History New 1,173,925 224,877 5.0% 41 +1,173,925 New Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History New 1,141,275 218,622 0.22% 42 +1,141,275 New Q4 2025 Feb 12, 2026
Bayview Asset Management, LLC History New 1,104,500 211,578 48.92% 43 +1,104,500 New Q4 2025 Feb 13, 2026
Freedom Together Foundation History No change 1,100,000 210,716 26.72% 23.89% 44 0 0.0% Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 1,094,052 209,581 0.19% 0.19% 45 +23,042 2.15% Q4 2025 Feb 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,071,458 205,248 0.27% 0.27% 46 -7,917 -0.73% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Reduced 1,044,065 199,962 0.22% 0.23% 47 -22,044 -2.07% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Reduced 858,865 164,524 0.23% 0.22% 48 -37,512 -4.18% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 802,717 153,768 0.03% 0.04% 49 -327,931 -29.0% Q4 2025 Feb 10, 2026
Trust Co of Tennessee History Added to 797,760 152,812 30.36% 31.15% 50 +18,986 2.44% Q4 2025 Jan 30, 2026
Horizon Investments, LLC History Added to 786,841 150,727 1.91% 1.96% 51 +1,843 0.23% Q4 2025 Feb 02, 2026
Ally Financial Inc. History No change 768,000 147,118 17.96% 17.99% 52 0 0.0% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 757,000 145,010 0.25% 53 +757,000 New Q4 2025 Feb 17, 2026
FIRST INTERSTATE BANK History Added to 756,370 144,890 7.78% 7.84% 54 +7,920 1.06% Q4 2025 Jan 29, 2026
CI INVESTMENTS INC. History No change 705,470 135,139 0.59% 0.49% 55 0 0.0% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Reduced 695,867 133,300 0.31% 0.33% 56 -38,302 -5.22% Q4 2025 Feb 11, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 684,869 131,193 0.35% 0.41% 57 -109,403 -13.77% Q4 2025 Feb 05, 2026
Erste Asset Management GmbH History Added to 683,360 130,904 1.1% 0.55% 58 +382,300 126.98% Q4 2025 Feb 11, 2026
Clearstead Advisors, LLC History Added to 681,315 130,512 1.65% 1.51% 59 +75,308 12.43% Q4 2025 Feb 09, 2026
Summit Trail Advisors, LLC History Reduced 669,322 128,215 2.22% 2.33% 60 -218,917 -24.65% Q4 2025 Feb 17, 2026
SONA ASSET MANAGEMENT (US) LLC History New 644,782 123,514 2.81% 61 +644,782 New Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 633,714 121,394 0.7% 0.67% 62 +62,712 10.98% Q4 2025 Feb 13, 2026
Schusterman Interests, LLC History No change 625,000 119,725 27.4% 27.09% 63 0 0.0% Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 599,980 114,932 2.55% 2.68% 64 -20,534 -3.31% Q4 2025 Feb 04, 2026
SCS Capital Management LLC History Added to 596,705 114,304 1.21% 0.79% 65 +214,727 56.21% Q4 2025 Feb 10, 2026
AlphaCore Capital LLC History Added to 593,537 113,697 2.54% 0.52% 66 +511,351 622.19% Q4 2025 Feb 05, 2026
Bell Bank History Added to 587,480 112,537 4.81% 2.39% 67 +296,939 102.2% Q4 2025 Jan 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 583,665 111,942 0.15% 0.16% 68 -1,381 -0.24% Q4 2025 Jan 08, 2026
Csenge Advisory Group History Added to 580,044 111,113 5.03% 5.03% 69 +24,254 4.36% Q4 2025 Feb 06, 2026
Kestra Advisory Services, LLC History Reduced 578,600 110,836 0.46% 0.53% 70 -30,199 -4.96% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 565,821 108,388 0.78% 0.62% 71 +112,948 24.94% Q4 2025 Feb 13, 2026
US BANCORP \DE\ History Reduced 559,869 106,190 0.12% 0.14% 72 -55,442 -9.01% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Added to 549,986 105,355 0.28% 0.21% 73 +139,587 34.01% Q4 2025 Feb 17, 2026
Cercano Management LLC History Reduced 534,478 102,384 3.87% 4.54% 74 -89,603 -14.36% Q4 2025 Feb 10, 2026
MKP Capital Management, L.L.C. History New 522,000 99,994 3.56% 75 +522,000 New Q4 2025 Feb 10, 2026
Moment Partners, LLC History Added to 519,455 99,506 20.47% 16.93% 76 +14,854 2.94% Q4 2025 Feb 10, 2026
Endurance Services Ltd History No change 511,000 97,882 17.33% 16.24% 77 0 0.0% Q4 2025 Feb 11, 2026
GLENMEDE TRUST CO NA History New 490,046 93,873 0.44% 78 +490,046 New Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 484,997 92,906 0.23% 0.23% 79 +27,978 6.12% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Reduced 483,298 92,580 1.81% 1.92% 80 -1,816 -0.37% Q4 2025 Feb 02, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 474,334 90,863 0.05% 0.06% 81 -6,783 -1.41% Q4 2025 Feb 06, 2026
Rock Creek Group, LP History Reduced 467,881 89,627 10.05% 13.0% 82 -183,157 -28.13% Q4 2025 Feb 10, 2026
Vanderbilt University History Added to 467,029 89,464 15.27% 14.65% 83 +1,830 0.39% Q4 2025 Jan 21, 2026
FAS Wealth Partners, Inc. History Added to 458,668 87,862 5.68% 5.8% 84 +7,408 1.64% Q4 2025 Feb 18, 2026
Beacon Pointe Advisors, LLC History Added to 457,299 87,600 0.61% 0.27% 85 +292,052 176.74% Q4 2025 Feb 18, 2026
CIBC Private Wealth Group LLC History Added to 452,511 86,683 0.15% 0.12% 86 +75,442 20.01% Q4 2025 Feb 12, 2026
Waverly Advisors, LLC History Reduced 446,606 85,551 0.69% 0.94% 87 -48,427 -9.78% Q4 2025 Feb 17, 2026
CHAI TRUST CO LLC History No change 1,865,494 84,898 7.32% 5.5% 88 0 0.0% Q4 2025 Feb 17, 2026
JABODON PT CO History New 436,069 83,533 11.05% 89 +436,069 New Q4 2025 Feb 11, 2026
Naman Capital Ltda History Reduced 427,975 81,982 23.06% 26.18% 90 -63,724 -12.96% Q4 2025 Feb 27, 2026
Mariner, LLC History Added to 425,884 81,582 0.1% 0.1% 91 +14,067 3.42% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Reduced 421,963 80,831 0.38% 0.4% 92 -5,160 -1.21% Q4 2025 Feb 17, 2026
NewEdge Advisors, LLC History Added to 410,857 78,703 0.29% 0.29% 93 +80,242 24.27% Q4 2025 Feb 18, 2026
WELLINGTON MANAGEMENT GROUP LLP History New 396,364 75,927 0.01% 94 +396,364 New Q4 2025 Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 383,502 73,463 0.93% 0.8% 95 +58,896 18.14% Q4 2025 Feb 10, 2026
Consolidated Investment Group LLC History No change 380,395 72,868 8.72% 8.86% 96 0 0.0% Q4 2025 Jan 26, 2026
FIRST MANHATTAN CO. LLC. History Reduced 380,152 72,821 0.19% 0.25% 97 -114,787 -23.19% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Added to 378,130 72,434 1.29% 1.44% 98 +190 0.05% Q4 2025 Jan 13, 2026
Venture Visionary Partners LLC History Reduced 375,222 71,877 2.34% 2.46% 99 -2,401 -0.64% Q4 2025 Feb 13, 2026
CHOREO, LLC History Added to 362,087 69,958 0.89% 0.85% 100 +19,898 5.81% Q4 2025 Jan 23, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 355,271 68,055 0.04% 0.04% 101 +63,572 21.79% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 355,002 68,004 2.15% 2.1% 102 +16,113 4.75% Q4 2025 Jan 30, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 354,814 67,968 2.83% 2.81% 103 +9,036 2.61% Q4 2025 Feb 13, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 352,732 67,569 9.07% 8.43% 104 +76,023 27.47% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 350,466 67,135 0.46% 0.46% 105 +20,553 6.23% Q4 2025 Feb 17, 2026
Fund 1 Investments, LLC History New 350,000 67,046 8.2% 106 +350,000 New Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Reduced 346,769 66,427 0.75% 0.78% 107 -618 -0.18% Q4 2025 Jan 20, 2026
Spider Management Company, LLC History No change 343,186 65,740 29.25% 29.58% 108 0 0.0% Q4 2025 Jan 29, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 342,244 65,560 8.41% 8.32% 109 +4,826 1.43% Q4 2025 Feb 03, 2026
Corient Private Wealth LLC History Added to 347,912 64,926 0.09% 0.09% 110 +55,628 19.03% Q4 2025 Mar 09, 2026
Jefferies Financial Group Inc. History Added to 338,622 64,866 0.33% 0.3% 111 +4,566 1.37% Q4 2025 Feb 09, 2026
COMERICA BANK History Added to 338,295 64,803 0.26% 0.24% 112 +2,445 0.73% Q4 2025 Jan 29, 2026
OpenArc Corporate Advisory, LLC History New 336,078 64,379 1.06% 113 +336,078 New Q4 2025 Feb 13, 2026
First Western Trust Bank History Reduced 333,061 63,801 3.14% 3.02% 114 -13,788 -3.98% Q4 2025 Feb 12, 2026
Southern Farm Bureau Life Insurance History No change 328,428 62,907 6.5% 7.35% 115 0 0.0% Q4 2025 Jan 28, 2026
Perbak Capital Partners LLP History Added to 324,343 62,131 18.96% 9.67% 116 +34,761 12.0% Q4 2025 Feb 17, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 316,978 60,720 0.77% 0.67% 117 +40,210 14.53% Q4 2025 Feb 10, 2026
LM Advisors LLC History Reduced 11,540 60,240 1.08% 1.58% 118 -46,409 -80.09% Q4 2025 Feb 13, 2026
FIDUCIARY TRUST CO History Reduced 311,402 59,652 0.68% 0.77% 119 -44,735 -12.56% Q4 2025 Feb 13, 2026
CoreCap Advisors, LLC History Added to 307,043 58,817 2.05% 0.97% 120 +166,366 118.26% Q4 2025 Jan 13, 2026
Engineers Gate Manager LP History Added to 304,722 58,372 0.69% 0.25% 121 +190,271 166.25% Q4 2025 Feb 17, 2026
&PARTNERS History Added to 303,269 58,227 0.3% 0.25% 122 +100,143 49.3% Q4 2025 Feb 17, 2026
SummitTX Capital, L.P. History New 299,442 57,361 1.73% 123 +299,442 New Q4 2025 Feb 17, 2026
Berkshire Money Management, Inc. History Added to 299,108 57,297 5.47% 5.51% 124 +16,771 5.94% Q4 2025 Jan 27, 2026
Sollinda Capital Management LLC History Added to 294,822 56,476 14.43% 1.39% 125 +268,087 1002.76% Q4 2025 Jan 15, 2026
CIBC WORLD MARKET INC. History Reduced 294,544 56,422 0.09% 0.12% 126 -71,541 -19.54% Q4 2025 Feb 10, 2026
One Day In July LLC History Added to 293,276 56,179 4.62% 4.34% 127 +22,702 8.39% Q4 2025 Feb 04, 2026
NewEdge Wealth, LLC History Added to 291,902 55,916 0.63% 0.11% 128 +250,891 611.77% Q4 2025 Feb 03, 2026
Wharton Business Group, LLC History Added to 288,593 55,282 2.1% 2.37% 129 +2,035 0.71% Q4 2025 Feb 11, 2026
Dynasty Wealth Management, LLC History Added to 280,574 53,746 0.53% 0.42% 130 +116,066 70.55% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 279,038 53,452 0.08% 0.08% 131 +25,580 10.09% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Added to 277,366 53,132 0.29% 0.26% 132 +16,676 6.4% Q4 2025 Jan 29, 2026
HSBC HOLDINGS PLC History Reduced 269,858 51,878 0.03% 0.03% 133 -65,842 -19.61% Q4 2025 Mar 20, 2026
McAdam, LLC History Added to 270,691 51,853 2.37% 2.46% 134 +7,065 2.68% Q4 2025 Feb 13, 2026
Brookstone Capital Management History Added to 269,874 51,696 0.59% 0.6% 135 +6,481 2.46% Q4 2025 Jan 15, 2026
ARVEST INVESTMENTS, INC. History Added to 262,534 50,291 7.07% 6.86% 136 +10,480 4.16% Q4 2025 Jan 20, 2026
Creative Planning History Added to 262,138 50,215 0.04% 0.03% 137 +44,614 20.51% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 259,948 49,795 0.05% 0.01% 138 +202,107 349.42% Q4 2025 Feb 17, 2026
MASON STREET ADVISORS, LLC History Added to 259,430 49,696 4.89% 3.0% 139 +106,820 70.0% Q4 2025 Feb 04, 2026
CBIZ Investment Advisory Services, LLC History Added to 257,030 49,136 1.86% 1.59% 140 +43,580 20.42% Q4 2025 Feb 09, 2026
BANK OF MONTREAL /CAN/ History Added to 254,523 48,756 0.02% 0.02% 141 +20,882 8.94% Q4 2025 Feb 12, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 253,675 48,593 7.93% 7.91% 142 +4,089 1.64% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Reduced 249,433 47,781 0.0% 0.0% 143 -349,441 -58.35% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 245,890 47,102 0.26% 0.26% 144 +10,752 4.57% Q4 2025 Feb 12, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 245,595 47,055 0.33% 0.08% 145 +190,634 346.85% Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Added to 243,991 46,738 0.18% 0.16% 146 +26,554 12.21% Q4 2025 Feb 12, 2026
Neuberger Berman Group LLC History Added to 234,692 44,957 0.03% 0.02% 147 +105,106 81.11% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History Added to 230,449 44,519 0.63% 0.66% 148 +4,567 2.02% Q4 2025 Feb 05, 2026
GREENWOOD GEARHART INC History Reduced 232,212 44,482 2.45% 2.55% 149 -1,412 -0.6% Q4 2025 Feb 04, 2026
HB Wealth Management, LLC History Added to 230,519 44,158 0.29% 0.28% 150 +11,041 5.03% Q4 2025 Jan 28, 2026
OARSMAN CAPITAL, INC. History Added to 227,723 43,622 5.66% 5.32% 151 +27,806 13.91% Q4 2025 Feb 13, 2026
Activest Wealth Management History Reduced 225,161 43,131 8.06% 8.98% 152 -8,716 -3.73% Q4 2025 Jan 30, 2026
Banco Santander, S.A. History New 220,609 42,259 0.32% 153 +220,609 New Q4 2025 Feb 13, 2026
Joule Financial, LLC History Reduced 220,490 42,237 12.65% 12.69% 154 -2,884 -1.29% Q4 2025 Jan 20, 2026
Atlanta Consulting Group Advisors, LLC History Added to 218,789 41,911 9.49% 10.14% 155 +323 0.15% Q4 2025 Feb 11, 2026
Permanent Capital Management, LP History Added to 218,091 41,777 8.14% 7.68% 156 +1,380 0.64% Q4 2025 Jan 07, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 217,992 41,758 3.39% 3.62% 157 -3,855 -1.74% Q4 2025 Feb 17, 2026
FSA Investment Group, LLC History Added to 207,763 39,799 24.26% 21.35% 158 +27,635 15.34% Q4 2025 Jan 13, 2026
HM PAYSON & CO History Reduced 204,199 39,116 0.55% 0.72% 159 -59,448 -22.55% Q4 2025 Feb 12, 2026
TRUE Private Wealth Advisors History Reduced 202,336 38,759 3.88% 4.0% 160 -4,556 -2.2% Q4 2025 Feb 13, 2026
Axiom Financial Strategies, LLC History Added to 201,965 38,688 16.28% 15.9% 161 +7,191 3.69% Q4 2025 Jan 23, 2026
MILLENNIUM MANAGEMENT LLC History Added to 200,614 38,429 0.02% 0.01% 162 +79,553 65.71% Q4 2025 Feb 17, 2026
New Harbor Financial Group, LLC History Added to 200,264 38,362 7.03% 7.18% 163 +13,491 7.22% Q4 2025 Jan 30, 2026
WESCAP Management Group, Inc. History Reduced 197,740 37,879 7.68% 7.91% 164 -664 -0.33% Q4 2025 Feb 11, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 196,960 37,729 0.03% 0.04% 165 +2,107 1.08% Q4 2025 Feb 17, 2026
Elk River Wealth Management LLC History Reduced 197,518 37,716 6.06% 6.04% 166 -1,067 -0.54% Q4 2025 Feb 06, 2026
Arkadios Wealth Advisors History Added to 195,703 37,488 0.73% 0.88% 167 +2,475 1.28% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 189,478 37,480 0.06% 0.09% 168 -79,798 -29.63% Q4 2025 Feb 18, 2026
Requisite Capital Management, LLC History Reduced 195,014 37,356 7.09% 6.35% 169 -4,287 -2.15% Q4 2025 Feb 05, 2026
Steele Capital Management, Inc. History Added to 194,782 37,312 1.6% 1.59% 170 +5,273 2.78% Q4 2025 Jan 27, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 194,700 37,296 0.02% 0.01% 171 +69,400 55.39% Q4 2025 Jan 23, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 193,976 37,158 2.62% 2.8% 172 0 0.0% Q4 2025 Jan 14, 2026
VICUS CAPITAL History Added to 192,469 36,869 2.77% 2.75% 173 +2,634 1.39% Q4 2025 Jan 22, 2026
Integrated Wealth Concepts LLC History Reduced 192,315 36,839 0.44% 0.46% 174 -79,504 -29.25% Q4 2025 Feb 13, 2026
Arete Wealth Advisors, LLC History Added to 192,230 36,824 2.24% 2.22% 175 +5,582 2.99% Q4 2025 Feb 13, 2026
HOWARD FINANCIAL SERVICES, LTD. History Reduced 191,639 36,710 4.29% 4.56% 176 -4,763 -2.43% Q4 2025 Jan 12, 2026
Pinnacle Financial Partners, Inc. History New 190,548 36,504 0.28% 177 +190,548 New Q4 2025 Feb 18, 2026
Bangor Savings Bank History Added to 190,142 36,423 2.93% 2.78% 178 +13,926 7.9% Q4 2025 Jan 16, 2026
D.A. DAVIDSON & CO. History Added to 189,058 36,216 0.22% 0.22% 179 +11,362 6.39% Q4 2025 Jan 29, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 188,706 36,148 0.86% 1.25% 180 -77,289 -29.06% Q4 2025 Feb 03, 2026
Point72 Asset Management, L.P. History New 188,600 36,128 0.04% 181 +188,600 New Q4 2025 Feb 17, 2026
Main Management LLC History Added to 187,430 35,904 2.58% 2.48% 182 +8,718 4.88% Q4 2025 Feb 10, 2026
Arvest Bank Trust Division History Added to 181,473 34,762 1.88% 1.9% 183 +1,005 0.56% Q4 2025 Feb 09, 2026
Hennion & Walsh Asset Management, Inc. History Added to 180,480 34,572 1.19% 1.17% 184 +9,651 5.65% Q4 2025 Jan 14, 2026
Gotham Asset Management, LLC History Added to 179,373 34,360 0.13% 0.14% 185 +7,609 4.43% Q4 2025 Feb 17, 2026
OLD MISSION CAPITAL LLC History Added to 1,327,754 34,096 0.78% 0.17% 186 +659,664 98.74% Q4 2025 Feb 17, 2026
Granite Bay Wealth Management, LLC History Added to 175,632 33,644 8.09% 8.14% 187 +10,869 6.6% Q4 2025 Feb 05, 2026
SAGE FINANCIAL GROUP INC History New 173,187 33,175 2.2% 188 +173,187 New Q4 2025 Jan 27, 2026
SimpliFi, Inc. History Added to 171,537 32,859 13.9% 4.6% 189 +114,836 202.53% Q4 2025 Jan 23, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 170,347 32,631 0.6% 0.7% 190 -5,042 -2.87% Q4 2025 Jan 28, 2026
Arrowpoint Investment Partners (Singapore) Pte. Ltd. History New 168,436 32,265 4.75% 191 +168,436 New Q4 2025 Feb 11, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 168,365 32,252 0.06% 0.06% 192 +21,218 14.42% Q4 2025 Feb 17, 2026
Financially Speaking Inc History New 164,337 31,480 20.37% 193 +164,337 New Q4 2025 Feb 10, 2026
Davidson Capital Management Inc. History Added to 164,285 31,470 6.81% 6.89% 194 +1,808 1.11% Q4 2025 Jan 28, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 163,728 31,363 0.24% 0.02% 195 +149,271 1032.52% Q4 2025 Feb 11, 2026
Davis Investment Partners, LLC History Reduced 160,468 30,935 10.82% 10.77% 196 -5,539 -3.34% Q4 2025 Jan 06, 2026
SHUFRO ROSE & CO LLC History Reduced 159,796 30,610 2.07% 2.33% 197 -4,601 -2.8% Q4 2025 Feb 09, 2026
Kera Capital Partners, Inc. History Added to 153,782 30,461 3.76% 4.24% 198 +4,704 3.16% Q4 2025 Feb 23, 2026
Farther Finance Advisors, LLC History Reduced 158,684 30,397 0.33% 0.46% 199 -3,492 -2.15% Q4 2025 Jan 23, 2026
PINNACLE ASSOCIATES LTD History Reduced 158,526 30,367 0.39% 0.4% 200 -1,209 -0.76% Q4 2025 Feb 05, 2026
Southeast Asset Advisors, LLC History Added to 158,201 30,305 2.88% 3.25% 201 +756 0.48% Q4 2025 Feb 13, 2026
Frisch Financial Group, Inc. History Added to 158,185 30,301 6.79% 6.93% 202 +1,269 0.81% Q4 2025 Feb 06, 2026
StoneX Group Inc. History Added to 157,960 30,258 1.31% 1.3% 203 +1,194 0.76% Q4 2025 Feb 12, 2026
Solidarity Wealth, LLC History New 156,477 29,975 6.13% 204 +156,477 New Q4 2025 Jan 29, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 156,374 29,955 9.86% 9.68% 205 +3,525 2.31% Q4 2025 Jan 27, 2026
Robertson Stephens Wealth Management, LLC History Added to 156,253 29,931 0.78% 0.88% 206 +2,970 1.94% Q4 2025 Feb 02, 2026
FineMark National Bank & Trust History Added to 154,880 29,668 0.93% 0.21% 207 +120,515 350.69% Q4 2025 Feb 12, 2026
Sachem Head Capital Management LP History New 153,100 29,327 0.69% 208 +153,100 New Q4 2025 Feb 13, 2026
MUSTICO FINANCIAL GROUP, INC. History Added to 148,315 29,200 22.53% 24.96% 209 +1,410 0.96% Q4 2025 Feb 17, 2026
RIVERSEDGE ADVISORS, LLC History Added to 151,988 29,114 4.73% 4.36% 210 +14,804 10.79% Q4 2025 Jan 07, 2026
Summit Financial, LLC History Reduced 151,766 29,072 0.43% 0.51% 211 -25,558 -14.41% Q4 2025 Feb 13, 2026
Jump Financial, LLC History New 150,839 28,894 0.35% 212 +150,839 New Q4 2025 Feb 17, 2026
Waratah Capital Advisors Ltd. History Reduced 150,000 28,734 0.97% 1.84% 214 -400,000 -72.73% Q4 2025 Feb 09, 2026
One William Street Capital Management, L.P. History New 150,000 28,734 3.85% 213 +150,000 New Q4 2025 Feb 17, 2026
Wealth Advisors of Iowa, LLC History Added to 149,982 28,730 9.43% 9.63% 215 +810 0.54% Q4 2025 Feb 05, 2026
Waterloo Capital, L.P. History Added to 149,865 28,708 2.07% 2.09% 216 +1,458 0.98% Q4 2025 Feb 10, 2026
Stratos Investment Management, LLC History Reduced 149,818 28,699 1.15% 1.18% 217 -579 -0.38% Q4 2025 Jan 20, 2026
FMR LLC History Added to 149,268 28,593 0.0% 0.0% 218 +21,521 16.85% Q4 2025 Feb 17, 2026
MONTAG A & ASSOCIATES INC History Reduced 148,712 28,487 1.3% 1.35% 219 -5,586 -3.62% Q4 2025 Feb 02, 2026
LTG Capital LLC History Added to 148,293 28,407 22.14% 16.84% 220 +35,515 31.49% Q4 2025 Feb 11, 2026
PJT Investments Corp. History Added to 147,198 28,197 16.51% 15.68% 221 +491 0.33% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 146,212 28,008 0.16% 0.18% 222 -6,457 -4.23% Q4 2025 Feb 03, 2026
IFP Advisors, Inc History Reduced 145,117 27,798 0.62% 0.84% 223 -24,709 -14.55% Q4 2025 Feb 06, 2026
MANNING & NAPIER ADVISORS LLC History Added to 143,025 27,633 0.36% 0.31% 224 +15,402 12.07% Q4 2025 Feb 03, 2026
CWM, LLC History Reduced 143,173 27,426 0.07% 0.09% 225 -7,856 -5.2% Q4 2025 Jan 26, 2026
Allen Investment Management, LLC History Added to 142,450 27,286 0.3% 0.23% 226 +35,220 32.85% Q4 2025 Feb 10, 2026
Advisory Services Network, LLC History Added to 140,977 27,005 0.38% 0.38% 227 +4,336 3.17% Q4 2025 Feb 17, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 140,493 26,912 0.47% 0.07% 228 +123,408 722.32% Q4 2025 Feb 19, 2026
TUCKER ASSET MANAGEMENT LLC History Reduced 140,446 26,903 7.83% 8.8% 229 -13,541 -8.79% Q4 2025 Feb 05, 2026
MATAURO, LLC History Added to 140,332 26,882 4.05% 3.7% 230 +17,484 14.23% Q4 2025 Jan 16, 2026
PartnerRe Asset Management CORP History New 139,696 26,760 19.19% 231 +139,696 New Q4 2025 Jan 13, 2026
Montis Financial, LLC History Added to 137,600 26,358 5.21% 5.59% 232 +9,863 7.72% Q4 2025 Feb 11, 2026
GenTrust, LLC History Added to 137,070 26,257 1.13% 1.13% 233 +5,533 4.21% Q4 2025 Feb 02, 2026
Heck Capital Advisors, LLC History Reduced 137,013 26,246 1.96% 4.43% 234 -165,227 -54.67% Q4 2025 Jan 16, 2026
Quantinno Capital Management LP History Added to 135,863 26,026 0.05% 0.04% 235 +61,706 83.21% Q4 2025 Feb 17, 2026
Fairway Wealth LLC History Added to 135,457 25,948 7.0% 6.94% 236 +5,050 3.87% Q4 2025 Jan 28, 2026
BROGAN FINANCIAL, INC. History Reduced 135,319 25,921 11.33% 11.02% 237 -1,054 -0.77% Q4 2025 Feb 12, 2026
TORONTO DOMINION BANK History Added to 134,339 25,733 0.04% 0.02% 238 +76,465 132.12% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Reduced 134,069 25,682 0.2% 0.13% 239 -1,192 -0.88% Q4 2025 Feb 13, 2026
Stephenson & Company, Inc. History Added to 132,428 25,367 13.93% 14.07% 240 +3,320 2.57% Q4 2025 Jan 27, 2026
Lido Advisors, LLC History Reduced 132,974 25,351 0.08% 0.08% 241 -4,075 -2.97% Q4 2025 Feb 10, 2026
Parallax Volatility Advisers, L.P. History Added to 129,865 24,876 0.05% 0.01% 242 +79,565 158.18% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Reduced 127,481 24,420 3.32% 3.56% 243 -7,724 -5.71% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 127,406 24,405 0.15% 0.15% 244 +2,805 2.25% Q4 2025 Jan 27, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Reduced 126,960 24,320 8.12% 8.2% 245 -201 -0.16% Q4 2025 Jan 22, 2026
Vectors Research Management, LLC History Added to 126,619 24,255 7.4% 7.21% 246 +5,970 4.95% Q4 2025 Feb 03, 2026
McAlister, Sweet & Associates, Inc. History Added to 39,380 24,191 18.37% 15.44% 247 +427 1.1% Q4 2025 Jan 02, 2026
OneDigital Investment Advisors LLC History Reduced 126,143 24,163 0.24% 0.25% 248 -2,026 -1.58% Q4 2025 Feb 13, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 126,089 24,153 1.95% 2.0% 249 +5,208 4.31% Q4 2025 Feb 12, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Added to 125,354 24,012 3.36% 3.29% 250 +4,613 3.82% Q4 2025 Feb 17, 2026
BBR PARTNERS, LLC History Reduced 124,113 23,775 1.28% 1.39% 251 -3,164 -2.49% Q4 2025 Feb 11, 2026
ALLIANCEBERNSTEIN L.P. History Added to 124,096 23,771 0.01% 0.01% 252 +25,234 25.52% Q4 2025 Feb 17, 2026
Arlington Trust Co LLC History Added to 123,950 23,743 2.42% 3.8% 253 +12,618 11.33% Q4 2025 Jan 30, 2026
Tiller Private Wealth, Inc. History Reduced 123,093 23,579 8.39% 8.37% 254 -950 -0.77% Q4 2025 Jan 14, 2026
Compass Wealth Management LLC History Reduced 121,300 23,236 5.79% 5.24% 255 -2,393 -1.93% Q4 2025 Feb 11, 2026
PATTON FUND MANAGEMENT, INC. History Added to 121,023 23,183 3.11% 3.92% 256 +6,208 5.41% Q4 2025 Jan 23, 2026
Fairvoy Private Wealth, LLC History Added to 120,994 23,177 5.19% 5.17% 257 +1,233 1.03% Q4 2025 Jan 14, 2026
Petrus Trust Company, LTA History No change 120,850 23,150 2.34% 2.51% 258 0 0.0% Q4 2025 Feb 17, 2026
KELLEHER FINANCIAL ADVISORS History Added to 120,443 23,072 5.29% 3.14% 259 +54,162 81.72% Q4 2025 Jan 20, 2026
EQUITABLE TRUST CO History Added to 119,234 22,840 1.02% 1.01% 260 +3,389 2.93% Q4 2025 Feb 02, 2026
BASSWOOD CAPITAL MANAGEMENT, L.L.C. History Reduced 119,000 22,795 0.92% 1.4% 261 -60,900 -33.85% Q4 2025 Feb 13, 2026
Invariant Investment Management History New 115,322 22,787 14.58% 262 +115,322 New Q4 2025 Jan 26, 2026
Capital Advisors, Ltd. LLC History Added to 118,726 22,743 2.56% 2.45% 263 +4,321 3.78% Q4 2025 Jan 21, 2026
MONEY CONCEPTS CAPITAL CORP History Reduced 117,474 22,503 1.26% 1.58% 264 -17,354 -12.87% Q4 2025 Feb 04, 2026
NTV ASSET MANAGEMENT LLC History Reduced 116,907 22,394 2.37% 2.43% 265 -747 -0.63% Q4 2025 Jan 20, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 115,793 22,181 7.78% 6.96% 266 +23,019 24.81% Q4 2025 Feb 13, 2026
Advocacy Wealth Management, LLC History Reduced 115,576 22,139 0.93% 0.98% 267 -3,397 -2.86% Q4 2025 Feb 11, 2026
Baker Avenue Asset Management, LP History Added to 114,866 22,003 0.51% 0.51% 268 +2,528 2.25% Q4 2025 Feb 10, 2026
LeConte Wealth Management, LLC History Reduced 114,583 21,949 14.34% 15.85% 269 -10,524 -8.41% Q4 2025 Jan 15, 2026
Biltmore Family Office, LLC History Added to 114,039 21,845 3.02% 2.57% 270 +18,747 19.67% Q4 2025 Feb 04, 2026
Roth Financial Partners LLC History Added to 113,928 21,828 7.2% 6.96% 271 +5,008 4.6% Q4 2025 Jan 29, 2026
Bernardo Wealth Planning LLC History Added to 113,431 21,728 4.14% 4.21% 272 +114 0.1% Q4 2025 Jan 26, 2026
Port Capital LLC History Added to 112,775 21,603 0.93% 0.7% 273 +24,145 27.24% Q4 2025 Feb 17, 2026
New England Capital Financial Advisors LLC History Added to 112,630 21,575 8.43% 8.98% 274 +1,242 1.12% Q4 2025 Feb 02, 2026
Seneca House Advisors History Reduced 112,334 21,518 8.05% 10.16% 275 -20,262 -15.28% Q4 2025 Feb 17, 2026
Wealth Advisory Solutions, LLC History Added to 111,894 21,434 5.0% 3.14% 276 +43,528 63.67% Q4 2025 Jan 16, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 111,626 21,383 1.01% 0.87% 277 +6,622 6.31% Q4 2025 Jan 21, 2026
Sightline Wealth Advisors, LLC History Reduced 111,530 21,364 9.1% 11.03% 278 -17,230 -13.38% Q4 2025 Jan 26, 2026
Sepio Capital, LP History Added to 111,305 21,321 1.17% 1.19% 279 +4,983 4.69% Q4 2025 Feb 12, 2026
WealthBridge Capital Management, LLC History Added to 110,628 21,191 4.83% 4.92% 280 +36 0.03% Q4 2025 Jan 21, 2026
Geneos Wealth Management Inc. History Added to 110,120 21,094 0.52% 0.51% 281 +3,367 3.15% Q4 2025 Jan 28, 2026
CSS LLC/IL History Added to 109,842 21,041 0.94% 0.76% 282 +20,370 22.77% Q4 2025 Feb 17, 2026
SIGMA INVESTMENT COUNSELORS INC History New 108,855 20,852 1.06% 283 +108,855 New Q4 2025 Feb 03, 2026
Kopp Family Office, LLC History Added to 107,516 20,595 13.15% 9.82% 284 +28,011 35.23% Q4 2025 Jan 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 105,547 20,218 0.07% 0.07% 285 +1,711 1.65% Q4 2025 Feb 06, 2026
LOWE BROCKENBROUGH & CO INC History Added to 105,011 20,115 0.99% 1.02% 286 +470 0.45% Q4 2025 Feb 11, 2026
IEQ CAPITAL, LLC History Reduced 104,685 20,053 0.06% 0.06% 287 -36 -0.03% Q4 2025 Feb 13, 2026
SOROS FUND MANAGEMENT LLC History Reduced 104,067 19,935 0.23% 2.24% 288 -725,548 -87.46% Q4 2025 Feb 13, 2026
RFP Financial Group LLC History Added to 102,776 19,687 9.43% 4.73% 289 +40,917 66.15% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 102,144 19,566 0.0% 0.0% 290 +3,265 3.3% Q4 2025 Feb 11, 2026
Ascent Wealth Partners, LLC History Added to 101,883 19,516 2.25% 2.2% 291 +2,109 2.11% Q4 2025 Feb 02, 2026
Sterneck Capital Management, LLC History Added to 101,703 19,482 8.77% 8.82% 292 +1,753 1.75% Q4 2025 Jan 22, 2026
BRIGHT FINANCIAL ADVISORS, INC. History Added to 101,564 19,456 9.19% 9.29% 293 +1,344 1.34% Q4 2025 Jan 23, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 101,322 19,409 0.48% 0.49% 294 +2,624 2.66% Q4 2025 Feb 09, 2026
RAELIPSKIE PARTNERSHIP History Added to 100,335 19,220 8.06% 8.01% 295 +1,985 2.02% Q4 2025 Feb 04, 2026
Evernest Financial Advisors, LLC History Added to 94,878 19,201 4.02% 4.41% 296 +11,996 14.47% Q4 2025 Feb 13, 2026
Inlight Wealth Management, LLC History Added to 99,712 19,100 6.99% 6.54% 297 +26,288 35.8% Q4 2025 Jan 23, 2026
Concurrent Investment Advisors, LLC History Added to 99,503 19,060 0.22% 0.26% 298 +18,251 22.46% Q4 2025 Jan 29, 2026
Walleye Partners, LLC History New 99,231 19,008 21.12% 299 +99,231 New Q4 2025 Jan 28, 2026
Wealth Forward, LLC History Reduced 99,181 18,999 10.73% 11.05% 300 -1,167 -1.16% Q4 2025 Jan 30, 2026
Compton Wealth Advisory Group, LLC History Reduced 98,319 18,833 4.12% 4.33% 301 -242 -0.25% Q4 2025 Jan 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 97,900 18,754 0.41% 0.4% 302 -15 -0.02% Q4 2025 Feb 12, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 97,743 18,723 0.15% 0.05% 303 +59,444 155.21% Q4 2025 Feb 17, 2026
Breakwater Capital Group History Added to 97,397 18,657 2.6% 2.72% 304 +196 0.2% Q4 2025 Jan 09, 2026
Parcion Private Wealth LLC History Reduced 96,538 18,492 1.13% 1.18% 305 -2,890 -2.91% Q4 2025 Jan 26, 2026
Kaydan Wealth Management, Inc. History Reduced 95,685 18,329 5.3% 5.22% 306 -566 -0.59% Q4 2025 Jan 12, 2026
Ballast, Inc. History Added to 95,336 18,262 4.27% 4.22% 307 +3,615 3.94% Q4 2025 Feb 03, 2026
Aft, Forsyth & Sober, LLC History No change 95,300 18,255 5.53% 5.61% 308 0 0.0% Q4 2025 Feb 13, 2026
Sageworth Trust Co History Added to 95,269 18,249 0.78% 0.8% 309 +4,356 4.79% Q4 2025 Feb 03, 2026
Advisor OS, LLC History Added to 94,888 18,176 1.46% 1.48% 310 +4,681 5.19% Q4 2025 Feb 04, 2026
Carroll Advisory Group, LLC History New 94,641 18,129 7.84% 311 +94,641 New Q4 2025 Feb 09, 2026
SAGE RHINO CAPITAL LLC History Reduced 94,396 18,082 3.41% 3.46% 312 -85 -0.09% Q4 2025 Jan 30, 2026
COURIER CAPITAL LLC History Added to 93,987 18,004 1.01% 0.99% 313 +2,787 3.06% Q4 2025 Jan 29, 2026
Davidson Kahn Capital Management, LLC History Added to 92,991 17,813 9.26% 8.42% 314 +13,426 16.87% Q4 2025 Jan 28, 2026
ExodusPoint Capital Management, LP History New 92,886 17,793 0.14% 315 +92,886 New Q4 2025 Feb 17, 2026
Peak Financial Management, Inc. History Added to 92,102 17,643 4.55% 4.52% 316 +1,945 2.16% Q4 2025 Jan 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 91,200 17,470 0.02% 0.04% 317 -68,513 -42.9% Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Added to 90,823 17,398 0.09% 0.08% 318 +11,886 15.06% Q4 2025 Jan 12, 2026
Tradition Wealth Management, LLC History Reduced 90,673 17,369 1.25% 1.31% 319 -2,572 -2.76% Q4 2025 Feb 11, 2026
Copos Capital S.a r.l. History New 90,656 17,366 12.13% 320 +90,656 New Q4 2025 Feb 23, 2026
Peak Asset Management, LLC History Added to 90,487 17,333 2.95% 2.99% 321 +193 0.21% Q4 2025 Feb 05, 2026
Virtue Capital Management, LLC History Reduced 89,822 17,322 2.67% 3.98% 322 -169,461 -65.36% Q4 2025 Feb 18, 2026
Ausdal Financial Partners, Inc. History Added to 90,314 17,300 0.8% 0.58% 323 +26,821 42.24% Q4 2025 Feb 13, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 90,081 17,255 9.47% 9.67% 324 +760 0.85% Q4 2025 Jan 08, 2026
Prasad Wealth Partners, LLC History Added to 88,880 17,025 4.54% 4.47% 325 +4,258 5.03% Q4 2025 Jan 27, 2026
CX Institutional History Added to 88,123 16,881 0.5% 0.5% 326 +734 0.84% Q4 2025 Feb 02, 2026
Heritage Trust Co History Added to 88,103 16,877 1.72% 1.46% 327 +15,534 21.41% Q4 2025 Feb 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 86,923 16,650 0.34% 0.36% 328 +4,245 5.13% Q4 2025 Feb 09, 2026
GFS Advisors, LLC History Reduced 86,748 16,617 1.97% 2.1% 329 -36 -0.04% Q4 2025 Feb 11, 2026
MANCHESTER FINANCIAL INC History Reduced 86,720 16,612 3.11% 3.52% 330 -6,181 -6.65% Q4 2025 Feb 12, 2026
Karras Company, Inc. History New 86,291 16,529 16.12% 331 +86,291 New Q4 2025 Feb 06, 2026
Measured Wealth Private Client Group, LLC History Reduced 86,132 16,499 4.36% 7.67% 332 -63,970 -42.62% Q4 2025 Feb 10, 2026
Integrated Advisors Network LLC History Reduced 85,547 16,387 0.72% 0.73% 333 -6,095 -6.65% Q4 2025 Feb 17, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 85,491 16,376 1.77% 1.59% 334 +5,572 6.97% Q4 2025 Feb 17, 2026
Forge Financial Services LLC History Reduced 85,444 16,369 7.0% 7.69% 335 -678 -0.79% Q4 2025 Feb 12, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 85,209 16,322 0.31% 0.34% 336 -4,100 -4.59% Q4 2025 Feb 10, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 85,024 16,287 1.12% 1.23% 337 -1,505 -1.74% Q4 2025 Feb 02, 2026
FIRST FOUNDATION ADVISORS History Reduced 84,492 16,185 0.61% 0.6% 338 -432 -0.51% Q4 2025 Feb 04, 2026
Echo45 Advisors LLC History Reduced 84,447 16,176 9.23% 11.46% 339 -18,625 -18.07% Q4 2025 Feb 06, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 84,416 16,170 0.09% 0.07% 340 +22,298 35.9% Q4 2025 Feb 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 83,220 15,942 3.83% 3.92% 341 -1,940 -2.28% Q4 2025 Jan 29, 2026
Essex Financial Services, Inc. History Added to 83,159 15,930 0.91% 0.93% 342 +896 1.09% Q4 2025 Feb 10, 2026
Crews Bank & Trust History Reduced 82,008 15,709 2.25% 2.28% 343 -250 -0.3% Q4 2025 Jan 21, 2026
Wealthcare Advisory Partners LLC History Reduced 81,913 15,691 0.31% 0.33% 344 -2,332 -2.77% Q4 2025 Jan 14, 2026
Investment Planning Advisors, Inc. History Added to 81,047 15,525 4.52% 0.27% 345 +76,466 1669.2% Q4 2025 Jan 20, 2026
COFG Advisors, LLC History New 80,813 15,480 3.82% 346 +80,813 New Q4 2025 Feb 10, 2026
Parkside Investments, LLC History Added to 80,233 15,369 1.94% 1.84% 347 +2,599 3.35% Q4 2025 Feb 09, 2026
Ethos Financial Group, LLC History Added to 80,081 15,340 1.13% 1.15% 348 +2,536 3.27% Q4 2025 Jan 20, 2026
Granby Capital Management, LLC History No change 80,000 15,324 8.17% 8.06% 349 0 0.0% Q4 2025 Feb 17, 2026
ADG Wealth Management Group, LLC History Reduced 79,956 15,316 11.6% 12.18% 350 -847 -1.05% Q4 2025 Jan 15, 2026
Advisor Resource Council History Added to 79,834 15,293 5.44% 19.95% 351 +1,930 2.48% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 79,420 15,213 0.73% 0.73% 352 -136 -0.17% Q4 2025 Jan 20, 2026
Bleakley Financial Group, LLC History Added to 78,578 15,052 0.26% 0.32% 353 +5,603 7.68% Q4 2025 Feb 09, 2026
Park Place Capital Corp History Added to 78,504 15,038 3.13% 2.96% 354 +4,515 6.1% Q4 2025 Jan 09, 2026
Signal Advisors Wealth, LLC History Added to 78,144 14,969 1.19% 1.25% 355 +5,528 7.61% Q4 2025 Jan 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 78,090 14,958 1.06% 0.85% 356 0 0.0% Q4 2025 Jan 21, 2026
MUIRFIELD WEALTH ADVISORS LLC History Reduced 76,998 14,749 10.82% 11.04% 357 -1,487 -1.89% Q4 2025 Feb 06, 2026
Archer Investment Corp History Reduced 76,552 14,664 3.31% 3.29% 358 -386 -0.5% Q4 2025 Jan 30, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 76,428 14,640 0.21% 0.22% 359 -1,534 -1.97% Q4 2025 Feb 09, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 76,295 14,613 0.04% 0.03% 360 +19,723 34.86% Q4 2025 Feb 13, 2026
Second Line Capital, LLC History Added to 75,984 14,555 2.99% 2.9% 361 +2,048 2.77% Q4 2025 Feb 17, 2026
Consolidated Portfolio Review Corp History Added to 75,471 14,457 1.25% 0.29% 363 +63,202 515.14% Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History Added to 75,471 14,457 0.86% 0.85% 362 +198 0.26% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History New 75,000 14,367 0.06% 364 +75,000 New Q4 2025 Feb 17, 2026
Element Squared LLC History Added to 74,805 14,329 7.78% 0.2% 365 +72,915 3857.94% Q4 2025 Jan 20, 2026
Caldwell Trust Co History Added to 74,543 14,279 1.27% 1.29% 366 +1,750 2.4% Q4 2025 Jan 30, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History Added to 74,100 14,194 0.75% 0.02% 367 +72,000 3428.57% Q4 2025 Feb 17, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 73,523 14,084 0.12% 0.11% 368 +4,399 6.36% Q4 2025 Feb 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 73,280 14,037 0.21% 0.2% 369 +1,240 1.72% Q4 2025 Feb 12, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 73,245 14,030 4.68% 4.58% 370 +4,561 6.64% Q4 2025 Jan 26, 2026
Gladstone Institutional Advisory LLC History Reduced 73,113 14,005 0.53% 0.54% 371 -1,180 -1.59% Q4 2025 Feb 17, 2026
Matthew Goff Investment Advisor, LLC History Reduced 72,944 13,973 2.48% 2.41% 372 -1,448 -1.95% Q4 2025 Jan 14, 2026
Cadent Capital Advisors, LLC History Added to 72,638 13,914 3.57% 3.51% 373 +2,417 3.44% Q4 2025 Jan 13, 2026
Vigilare Wealth Management History Added to 72,298 13,849 4.66% 0.08% 374 +71,024 5574.88% Q4 2025 Jan 07, 2026
Caption Management, LLC History New 72,000 13,792 0.09% 375 +72,000 New Q4 2025 Feb 17, 2026
GREENBERG FINANCIAL GROUP History New 71,618 13,719 5.65% 376 +71,618 New Q4 2025 Jan 22, 2026
Berman McAleer LLC History Added to 71,526 13,701 1.87% 1.72% 377 +6,741 10.41% Q4 2025 Feb 05, 2026
Focused Wealth Management, Inc History Added to 71,495 13,695 1.43% 1.44% 378 +402 0.57% Q4 2025 Jan 29, 2026
IPG Investment Advisors LLC History Added to 71,330 13,664 2.4% 2.16% 379 +7,566 11.87% Q4 2025 Feb 09, 2026
SeaBridge Investment Advisors LLC History Reduced 71,198 13,638 2.25% 2.2% 380 -174 -0.24% Q4 2025 Jan 26, 2026
Tandem Wealth Advisors LLC History Reduced 64,531 13,615 6.1% 6.36% 381 -6,023 -8.54% Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Added to 70,925 13,586 0.96% 0.64% 382 +28,586 67.52% Q4 2025 Jan 21, 2026
STEPHENS INC /AR/ History Reduced 70,468 13,498 0.17% 0.17% 383 -1,428 -1.99% Q4 2025 Feb 05, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Added to 69,255 13,266 1.73% 1.69% 384 +1,265 1.86% Q4 2025 Feb 17, 2026
Financiere des Professionnels - Fonds d'investissement inc. History No change 68,500 13,121 0.74% 0.75% 385 0 0.0% Q4 2025 Feb 11, 2026
Sterling Manor Financial, LLC History Reduced 68,265 13,076 8.16% 8.2% 386 -250 -0.36% Q4 2025 Jan 07, 2026
SCOTIA CAPITAL INC. History Reduced 68,227 13,069 0.05% 0.06% 387 -10,561 -13.4% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Reduced 67,825 12,992 0.2% 0.21% 388 -83 -0.12% Q4 2025 Jan 13, 2026
Allegheny Financial Group History Added to 67,526 12,935 1.91% 1.67% 389 +20,323 43.05% Q4 2025 Feb 02, 2026
Willis Investment Counsel History Added to 65,513 12,549 0.65% 0.52% 390 +15,595 31.24% Q4 2025 Jan 22, 2026
SMITH, MOORE & CO. History Added to 65,140 12,478 0.94% 0.46% 391 +33,281 104.46% Q4 2025 Jan 23, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 65,120 12,474 0.94% 1.02% 392 +165 0.25% Q4 2025 Jan 07, 2026
L. Roy Papp & Associates, LLP History Added to 64,880 12,428 1.37% 1.33% 393 +2,621 4.21% Q4 2025 Jan 28, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 63,857 12,232 0.01% 0.01% 394 +4,098 6.86% Q4 2025 Feb 17, 2026
Hi-Line Capital Management, LLC History Reduced 63,230 12,112 4.03% 4.17% 395 -6,443 -9.25% Q4 2025 Feb 06, 2026
QUATTRO FINANCIAL ADVISORS LLC History Reduced 63,048 12,077 3.61% 3.8% 396 -233 -0.37% Q4 2025 Jan 26, 2026
Aspen Investment Management Inc History Reduced 62,970 12,062 3.64% 4.63% 397 -140 -0.22% Q4 2025 Feb 06, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 62,689 12,008 0.86% 0.75% 398 +6,177 10.93% Q4 2025 Feb 12, 2026
Walker Financial Services, Inc. History Added to 62,368 11,947 4.33% 3.06% 399 +20,919 50.47% Q4 2025 Jan 28, 2026
Winthrop Capital Management, LLC History Reduced 61,855 11,849 2.76% 3.01% 400 -3,667 -5.6% Q4 2025 Feb 10, 2026
Yelin Lapidot Holdings Management Ltd. History Reduced 61,390 11,759 2.36% 2.66% 401 -5,400 -8.09% Q4 2025 Feb 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 61,291 11,740 0.07% 0.06% 402 +20,135 48.92% Q4 2025 Feb 17, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History Added to 61,034 11,691 3.7% 3.71% 403 +1,407 2.36% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Added to 60,872 11,666 0.28% 0.28% 404 +2,407 4.12% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Reduced 60,498 11,589 0.21% 0.22% 405 -45 -0.07% Q4 2025 Jan 23, 2026
True North Advisors, LLC History New 60,496 11,588 1.5% 406 +60,496 New Q4 2025 Jan 22, 2026
CHEMUNG CANAL TRUST CO History Added to 60,491 11,587 2.29% 2.12% 407 +4,348 7.74% Q4 2025 Jan 14, 2026
GREENLEAF TRUST History Reduced 60,260 11,543 0.11% 0.1% 408 -134 -0.22% Q4 2025 Jan 21, 2026
Partnership Wealth Management, LLC History Added to 60,150 11,522 8.29% 8.25% 409 +3,683 6.52% Q4 2025 Jan 09, 2026
NOMURA HOLDINGS INC History New 60,000 11,493 0.02% 410 +60,000 New Q4 2025 Feb 17, 2026
Courage Miller Partners, LLC History Added to 59,572 11,411 3.44% 3.38% 411 +151 0.25% Q4 2025 Jan 26, 2026
Jacksonville Wealth Management, LLC History Added to 59,497 11,397 8.07% 7.89% 412 +2,839 5.01% Q4 2025 Feb 04, 2026
Frank, Rimerman Advisors LLC History Added to 59,293 11,358 0.72% 0.69% 413 +2,483 4.37% Q4 2025 Jan 15, 2026
Verition Fund Management LLC History Reduced 58,844 11,272 0.04% 0.07% 414 -34,156 -36.73% Q4 2025 Feb 13, 2026
Graham Capital Management, L.P. History Reduced 58,800 11,263 0.27% 0.2% 415 -6,200 -9.54% Q4 2025 Feb 17, 2026
Raab & Moskowitz Asset Management LLC History Added to 58,714 11,247 2.46% 2.47% 416 +531 0.91% Q4 2025 Jan 20, 2026
GTS SECURITIES LLC History Added to 58,609 11,227 0.38% 0.17% 417 +35,726 156.12% Q4 2025 Feb 13, 2026
CABOT WEALTH MANAGEMENT INC History Added to 58,547 11,215 1.24% 1.14% 418 +4,561 8.45% Q4 2025 Feb 03, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History New 58,219 11,152 3.26% 419 +58,219 New Q4 2025 Feb 13, 2026
DUPONT CAPITAL MANAGEMENT CORP History New 57,575 11,029 1.24% 420 +57,575 New Q4 2025 Jan 26, 2026
GUIDANCE CAPITAL, INC History Added to 55,053 10,991 2.69% 2.48% 421 +5,384 10.84% Q4 2025 Jan 23, 2026
Reyes Financial Architecture, Inc. History Added to 56,897 10,899 6.64% 1.34% 423 +46,525 448.56% Q4 2025 Jan 26, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 56,899 10,899 0.7% 0.67% 422 +3,702 6.96% Q4 2025 Feb 04, 2026
NORRIS PERNE & FRENCH LLP/MI History Added to 56,163 10,758 0.71% 0.67% 424 +5,344 10.52% Q4 2025 Jan 23, 2026
Pathstone Holdings, LLC History New 56,097 10,746 0.04% 425 +56,097 New Q4 2025 Feb 13, 2026
Clarus Group, Inc. History Reduced 56,032 10,733 3.87% 3.83% 426 -1,969 -3.39% Q4 2025 Jan 16, 2026
BENJAMIN EDWARDS INC History Reduced 55,973 10,723 0.12% 0.13% 427 -3,353 -5.65% Q4 2025 Feb 02, 2026
Atlas Private Wealth Advisors History Added to 55,884 10,705 2.5% 2.52% 428 +1,621 2.99% Q4 2025 Feb 05, 2026
FIFTH THIRD BANCORP History Added to 55,741 10,677 0.03% 0.03% 429 +9,874 21.53% Q4 2025 Feb 02, 2026
Redhawk Wealth Advisors, Inc. History Added to 55,547 10,640 1.19% 0.66% 430 +25,627 85.65% Q4 2025 Jan 14, 2026
ACIMA PRIVATE WEALTH, LLC History Added to 55,404 10,613 3.29% 3.22% 432 +1,268 2.34% Q4 2025 Jan 15, 2026
Sigma Planning Corp History Added to 55,806 10,613 0.29% 0.3% 431 +479 0.87% Q4 2025 Jan 30, 2026
EP Wealth Advisors, LLC History New 55,334 10,599 0.06% 433 +55,334 New Q4 2025 Feb 18, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 53,800 10,549 2.37% 2.62% 434 +132 0.25% Q4 2025 Feb 04, 2026
Calydon Capital History Added to 54,655 10,469 1.77% 1.17% 435 +16,009 41.42% Q4 2025 Feb 17, 2026
CM WEALTH ADVISORS LLC History Added to 54,499 10,439 2.36% 2.61% 436 +2,274 4.35% Q4 2025 Jan 26, 2026
NWI MANAGEMENT LP History New 54,000 10,344 0.48% 437 +54,000 New Q4 2025 Feb 17, 2026
INSTRUMENTAL WEALTH, LLC History Added to 50,528 10,344 6.2% 5.35% 438 +9,851 24.22% Q4 2025 Feb 27, 2026
Prospera Financial Services Inc History Added to 53,800 10,308 0.17% 0.11% 439 +21,331 65.7% Q4 2025 Feb 09, 2026
Prism Advisors, Inc. History Added to 53,696 10,286 2.74% 2.41% 440 +6,603 14.02% Q4 2025 Jan 23, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 52,997 10,152 0.37% 0.34% 441 +2,233 4.4% Q4 2025 Jan 23, 2026
New England Private Wealth Advisors LLC History Added to 52,573 10,070 1.25% 1.31% 442 +293 0.56% Q4 2025 Feb 13, 2026
Dorsey & Whitney Trust CO LLC History Added to 52,441 10,045 0.53% 0.5% 443 +2,342 4.67% Q4 2025 Feb 11, 2026
SevenBridge Financial Group, LLC History New 50,360 10,033 1.61% 444 +50,360 New Q4 2025 Feb 02, 2026
FIRST NATIONAL BANK SIOUX FALLS History Added to 52,250 10,009 3.0% 3.08% 445 +161 0.31% Q4 2025 Jan 30, 2026
LMR Partners LLP History New 52,000 9,961 0.02% 446 +52,000 New Q4 2025 Feb 17, 2026
New Insight Wealth Advisors History Reduced 51,898 9,941 3.55% 3.94% 447 -3,352 -6.07% Q4 2025 Feb 17, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 51,846 9,931 1.37% 1.35% 448 -1,404 -2.64% Q4 2025 Jan 20, 2026
Atlas Legacy Advisors, LLC History Added to 51,762 9,915 1.74% 1.86% 449 +974 1.92% Q4 2025 Jan 29, 2026
Evercore Wealth Management, LLC History Reduced 51,505 9,866 0.14% 0.16% 450 -4,285 -7.68% Q4 2025 Feb 17, 2026
First Financial Bank - Trust Division History Added to 51,112 9,791 0.8% 0.8% 451 +1,735 3.51% Q4 2025 Jan 02, 2026
DEUTSCHE BANK AG\ History Reduced 51,048 9,778 0.0% 0.0% 452 -9,856 -16.18% Q4 2025 Feb 11, 2026
Lumbard & Kellner, LLC History Added to 50,749 9,721 3.4% 1.96% 453 +22,718 81.05% Q4 2025 Feb 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 50,553 9,684 0.12% 0.12% 454 +2,497 5.2% Q4 2025 Jan 29, 2026
Perigon Wealth Management, LLC History Reduced 50,470 9,668 0.17% 0.23% 455 -10,137 -16.73% Q4 2025 Jan 16, 2026
Modera Wealth Management, LLC History Reduced 50,038 9,585 0.11% 0.11% 456 -725 -1.43% Q4 2025 Jan 21, 2026
JBF Capital, Inc. History New 50,000 9,578 1.38% 457 +50,000 New Q4 2025 Feb 12, 2026
FORTRESS FINANCIAL GROUP, LLC History Added to 49,881 9,555 7.05% 6.99% 458 +1,810 3.77% Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History Reduced 49,793 9,538 0.12% 0.14% 459 -14,783 -22.89% Q4 2025 Feb 11, 2026
SSI INVESTMENT MANAGEMENT LLC History Reduced 49,675 9,515 0.65% 0.64% 460 -120 -0.24% Q4 2025 Feb 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 49,658 9,512 1.39% 1.43% 461 -57 -0.11% Q4 2025 Feb 09, 2026
Koshinski Asset Management, Inc. History Added to 49,621 9,505 0.61% 0.61% 462 +1,725 3.6% Q4 2025 Feb 03, 2026
MEITAV INVESTMENT HOUSE LTD History Reduced 49,543 9,489 0.11% 2.06% 463 -773,392 -93.98% Q4 2025 Feb 10, 2026
VestGen Advisors, LLC History Reduced 49,347 9,452 0.4% 0.37% 464 -8,803 -15.14% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Added to 49,263 9,436 0.17% 0.16% 465 +1,454 3.04% Q4 2025 Feb 17, 2026
Aster Capital Management (DIFC) Ltd History New 49,113 9,408 4.12% 466 +49,113 New Q4 2025 Feb 17, 2026
REICON WEALTH ADVISORS, LLC History New 49,053 9,396 6.8% 467 +49,053 New Q4 2025 Jan 30, 2026
Mendota Financial Group, LLC History Reduced 48,993 9,385 6.83% 7.91% 468 -6,856 -12.28% Q4 2025 Jan 20, 2026
Choate Investment Advisors History Reduced 48,643 9,318 0.18% 0.23% 469 -10,973 -18.41% Q4 2025 Feb 09, 2026
Connecticut Wealth Management, LLC History Added to 48,536 9,297 0.4% 0.4% 470 +1,360 2.88% Q4 2025 Feb 12, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 48,500 9,290 0.03% 0.09% 471 -126,900 -72.35% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 48,214 9,236 0.17% 0.16% 472 +926 1.96% Q4 2025 Feb 11, 2026
Pallas Capital Advisors LLC History Reduced 47,976 9,190 0.3% 0.34% 473 -489 -1.01% Q4 2025 Jan 14, 2026
GRANVILLE CAPITAL, INC. History New 47,952 9,185 4.87% 474 +47,952 New Q4 2025 Feb 13, 2026
Moss Adams Wealth Advisors LLC History Reduced 47,819 9,160 0.66% 0.71% 475 -61 -0.13% Q4 2025 Jan 26, 2026
Luken Investment Analytics, LLC History Reduced 47,719 9,141 3.61% 3.55% 476 -181 -0.38% Q4 2025 Feb 03, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Reduced 47,591 9,116 5.43% 9.11% 477 -24,174 -33.68% Q4 2025 Feb 17, 2026
DeDora Capital, Inc. History Reduced 47,573 9,113 2.16% 2.2% 478 -524 -1.09% Q4 2025 Jan 22, 2026
SSA SWISS ADVISORS AG History Reduced 47,535 9,110 4.24% 4.86% 479 -7,716 -13.97% Q4 2025 Feb 26, 2026
Ironwood Financial, llc History Added to 46,015 9,100 1.54% 1.43% 480 +3,514 8.27% Q4 2025 Jan 15, 2026
Ruggaard & Associates LLC History Reduced 47,050 9,012 3.55% 3.86% 481 -7,360 -13.53% Q4 2025 Feb 20, 2026
LARCH CAPITAL PARTNERS LLC History New 46,839 8,972 1.23% 482 +46,839 New Q4 2025 Feb 20, 2026
Bryn Mawr Trust Advisors, LLC History Added to 46,469 8,901 0.43% 0.42% 483 +1,334 2.96% Q4 2025 Feb 04, 2026
Quad-Cities Investment Group, LLC History Reduced 46,430 8,894 3.67% 3.79% 484 -440 -0.94% Q4 2025 Jan 14, 2026
Firestone Capital Management History Added to 46,157 8,841 1.88% 1.83% 485 +1,413 3.16% Q4 2025 Feb 09, 2026
Galaxy Group Investments LLC History New 46,040 8,819 1.05% 486 +46,040 New Q4 2025 Mar 23, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History Added to 45,730 8,760 3.97% 4.06% 487 +8 0.02% Q4 2025 Feb 10, 2026
Annex Advisory Services, LLC History Added to 45,515 8,718 0.17% 0.01% 488 +42,075 1223.11% Q4 2025 Jan 26, 2026
BCWM, LLC History Added to 45,445 8,705 2.61% 2.25% 489 +5,891 14.89% Q4 2025 Feb 11, 2026
Private Wealth Group, LLC History Added to 45,360 8,689 4.17% 4.15% 490 +1,398 3.18% Q4 2025 Jan 12, 2026
Squarepoint Ops LLC History Reduced 45,300 8,677 0.01% 0.11% 491 -530,165 -92.13% Q4 2025 Feb 13, 2026
Fortis Group Advisors, LLC History Added to 43,575 8,631 1.45% 1.27% 492 +4,248 10.8% Q4 2025 Feb 06, 2026
Members Trust Co History Reduced 44,942 8,609 0.28% 0.37% 493 -13,572 -23.19% Q4 2025 Jan 15, 2026
Round Rock Advisors LLC History Reduced 44,909 8,602 1.29% 2.16% 494 -27,052 -37.59% Q4 2025 Apr 07, 2026
Twin Tree Management, LP History No change 44,700 8,562 0.07% 0.04% 495 0 0.0% Q4 2025 Feb 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 44,678 8,558 0.47% 0.45% 496 +2,710 6.46% Q4 2025 Feb 10, 2026
REDMONT WEALTH ADVISORS LLC History Added to 44,603 8,544 12.94% 11.75% 497 +128 0.29% Q4 2025 Feb 06, 2026
TigerOak Management, L.L.C. History Added to 44,587 8,541 2.6% 2.61% 498 +265 0.6% Q4 2025 Jan 21, 2026
Birchcreek Wealth Management, LLC History Added to 44,363 8,498 4.17% 3.89% 499 +4,652 11.71% Q4 2025 Jan 16, 2026
Retireful, LLC History New 43,839 8,470 10.62% 500 +43,839 New Q4 2025 Jan 15, 2026
Allworth Financial LP History New 44,197 8,466 0.03% 501 +44,197 New Q4 2025 Feb 05, 2026
Diesslin Group, Inc. History New 44,181 8,463 3.36% 502 +44,181 New Q4 2025 Feb 25, 2026
Blueprint Investment Partners LLC History Reduced 44,131 8,453 0.9% 1.36% 503 -6,756 -13.28% Q4 2025 Feb 17, 2026
Nicollet Investment Management, Inc. History New 43,943 8,418 2.66% 504 +43,943 New Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 43,890 8,407 0.09% 0.09% 505 +77 0.18% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 43,737 8,378 0.11% 0.14% 506 -9,265 -17.48% Q4 2025 Jan 30, 2026
E&G Advisors, LP History Reduced 43,017 8,240 1.84% 1.94% 507 -983 -2.23% Q4 2025 Jan 23, 2026
CONSOLIDATED CAPITAL MANAGEMENT, LLC History Reduced 42,931 8,223 2.49% 8.27% 509 -80,156 -65.12% Q4 2025 Feb 10, 2026
Stelac Advisory Services LLC History Reduced 42,931 8,223 2.91% 3.01% 508 -2,947 -6.42% Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 42,890 8,216 0.27% 0.26% 510 +2,293 5.65% Q4 2025 Feb 13, 2026
RVW Wealth, LLC History Added to 42,875 8,213 0.63% 0.63% 511 +1 0.0% Q4 2025 Jan 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 42,652 8,170 0.43% 0.4% 512 +8,875 26.28% Q4 2025 Jan 26, 2026
Analyst IMS Investment Management Services Ltd. History Added to 42,500 8,141 0.24% 0.23% 513 +2,820 7.11% Q4 2025 Jan 20, 2026
ATWOOD & PALMER INC History Reduced 42,275 8,098 0.46% 0.48% 514 -502 -1.17% Q4 2025 Jan 28, 2026
LCW Services, LLC History New 41,963 8,038 4.28% 515 +41,963 New Q4 2025 Feb 11, 2026
Navalign, LLC History Added to 41,572 7,963 1.95% 2.01% 516 +1,343 3.34% Q4 2025 Feb 05, 2026
Nan Shan Life Insurance Co., Ltd. History Reduced 41,532 7,955 0.24% 0.56% 518 -98,115 -70.26% Q4 2025 Feb 13, 2026
CULLEN/FROST BANKERS, INC. History Added to 41,531 7,955 0.09% 0.09% 517 +1,131 2.8% Q4 2025 Feb 06, 2026
CMG Global Holdings, LLC History Added to 38,880 7,787 3.46% 3.3% 519 +3,186 8.93% Q4 2025 Feb 05, 2026
Ancora Advisors LLC History Added to 40,604 7,778 0.16% 0.15% 520 +1,162 2.95% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 40,400 7,738 0.38% 0.14% 521 +27,628 216.32% Q4 2025 Jan 07, 2026
Gateway Wealth Partners, LLC History Added to 40,398 7,738 0.86% 0.96% 522 +2,881 7.68% Q4 2025 Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 40,200 7,700 0.01% 0.01% 523 -400 -0.99% Q4 2025 Feb 12, 2026
Dynamic Advisor Solutions LLC History Added to 39,821 7,628 0.24% 0.22% 524 +119 0.3% Q4 2025 Jan 09, 2026
Magnus Financial Group LLC History Added to 39,588 7,583 0.58% 0.56% 525 +2,256 6.04% Q4 2025 Jan 07, 2026
Blueprint Financial Advisors LLC History Reduced 39,485 7,563 1.15% 1.98% 526 -8,767 -18.17% Q4 2025 Feb 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 39,420 7,551 0.31% 0.34% 527 -2,839 -6.72% Q4 2025 Feb 09, 2026
Lantern Wealth Advisors, LLC History Reduced 39,349 7,537 4.01% 3.98% 528 -260 -0.66% Q4 2025 Feb 17, 2026
Castellan Group History New 39,016 7,473 0.94% 529 +39,016 New Q4 2025 Jan 23, 2026
Marble Wealth, LLC History New 38,893 7,450 1.03% 530 +38,893 New Q4 2025 Feb 10, 2026
Fluent Financial, LLC History New 38,789 7,430 2.83% 531 +38,789 New Q4 2025 Jan 14, 2026
Tidal Investments LLC History Added to 38,587 7,391 0.02% 0.0% 532 +32,890 577.32% Q4 2025 Feb 13, 2026
Richard W. Paul & Associates, LLC History Reduced 38,422 7,360 2.44% 2.97% 533 -7,424 -16.19% Q4 2025 Feb 12, 2026
Curbstone Financial Management Corp History Added to 38,357 7,347 1.41% 1.38% 534 +624 1.65% Q4 2025 Jan 23, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 37,994 7,278 0.28% 0.16% 535 +16,400 75.95% Q4 2025 Feb 13, 2026
Lakeshore Financial Planning, Inc. History Reduced 37,939 7,267 2.6% 2.78% 536 -1,548 -3.92% Q4 2025 Feb 17, 2026
Rothschild Capital Partners, LLC History Reduced 37,923 7,264 1.71% 2.53% 537 -18,456 -32.74% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Reduced 37,718 7,225 0.18% 0.23% 538 -12,784 -25.31% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 37,698 7,221 0.01% 0.01% 539 -3,952 -9.49% Q4 2025 Feb 13, 2026
Fire Capital Management LLC History Added to 37,608 7,204 3.59% 3.97% 540 +1,137 3.12% Q4 2025 Feb 03, 2026
Lifestyle Asset Management, Inc. History Reduced 37,569 7,196 2.34% 2.46% 541 -419 -1.1% Q4 2025 Feb 11, 2026
Alexis Investment Partners, LLC History Added to 37,292 7,188 2.68% 0.59% 542 +943 2.59% Q4 2025 Jan 29, 2026
Crumly & Associates Inc. History New 37,512 7,185 1.51% 543 +37,512 New Q4 2025 Jan 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 37,105 7,107 1.49% 1.92% 544 -9,938 -21.13% Q4 2025 Jan 21, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 36,945 7,077 1.2% 1.21% 545 -257 -0.69% Q4 2025 Jan 27, 2026
Well Done, LLC History Added to 36,554 7,002 1.05% 1.18% 546 +66 0.18% Q4 2025 Jan 13, 2026
Haverford Trust Co History Added to 36,212 6,936 0.06% 0.06% 547 +1,972 5.76% Q4 2025 Feb 13, 2026
Financial Guidance Group, Inc. History Added to 35,947 6,886 2.82% 2.7% 548 +4,197 13.22% Q4 2025 Jan 26, 2026
CapWealth Advisors, LLC History Reduced 35,807 6,859 0.47% 0.48% 549 -798 -2.18% Q4 2025 Feb 06, 2026
Sagace Wealth Management LLC History Reduced 35,448 6,790 4.61% 4.61% 550 -323 -0.9% Q4 2025 Feb 02, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 35,265 6,755 0.37% 0.4% 551 -2,027 -5.44% Q4 2025 Jan 13, 2026
PMG Wealth Management, Inc. History Added to 35,222 6,747 4.94% 4.67% 552 +2,850 8.8% Q4 2025 Jan 23, 2026
Black Maple Capital Management LP History Reduced 35,050 6,714 4.7% 3.31% 553 -1,000 -2.77% Q4 2025 Feb 17, 2026
Intrepid Financial Planning Group LLC History Reduced 35,001 6,704 2.55% 2.76% 554 -3,177 -8.32% Q4 2025 Feb 13, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 34,849 6,675 3.08% 555 +34,849 New Q4 2025 Feb 17, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC History Added to 34,639 6,635 5.06% 5.05% 556 +1,093 3.26% Q4 2025 Feb 17, 2026
Strong Tower Advisory Services History New 34,601 6,628 1.19% 557 +34,601 New Q4 2025 Jan 23, 2026
AGF MANAGEMENT LTD History Reduced 34,575 6,623 0.03% 0.05% 558 -22,517 -39.44% Q4 2025 Feb 17, 2026
Confluence Wealth Services, Inc. History Added to 34,511 6,610 0.27% 0.32% 559 +575 1.69% Q4 2025 Jan 28, 2026
McHugh Group, LLC History Added to 34,353 6,580 3.74% 3.76% 560 +1,254 3.79% Q4 2025 Feb 02, 2026
Modus Advisors, LLC History Reduced 34,074 6,527 1.72% 1.77% 561 -162 -0.47% Q4 2025 Feb 11, 2026
OPPENHEIMER & CO INC History Reduced 34,024 6,517 0.09% 0.11% 562 -13,796 -28.85% Q4 2025 Feb 02, 2026
COMMERCE BANK History Added to 34,018 6,516 0.04% 0.04% 563 +830 2.5% Q4 2025 Feb 13, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 34,001 6,513 0.8% 1.34% 564 -20,796 -37.95% Q4 2025 Jan 07, 2026
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC History Added to 33,991 6,511 5.98% 0.6% 565 +30,901 1000.03% Q4 2025 Jan 21, 2026
FIRST UNITED BANK & TRUST History Reduced 33,906 6,495 2.07% 2.19% 566 -1,729 -4.85% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 33,744 6,464 0.1% 0.1% 567 +7,159 26.93% Q4 2025 Mar 12, 2026
FCA CORP /TX History Reduced 33,699 6,455 1.82% 1.84% 568 -1,291 -3.69% Q4 2025 Feb 11, 2026
Balefire, LLC History Added to 33,669 6,449 1.26% 0.95% 569 +8,582 34.21% Q4 2025 Jan 12, 2026
Fifth Third Wealth Advisors LLC History Added to 33,651 6,446 0.23% 0.23% 570 +838 2.55% Q4 2025 Jan 15, 2026
BOKF, NA History Added to 33,573 6,431 0.1% 0.06% 571 +10,852 47.76% Q4 2025 Feb 03, 2026
Lunt Capital Management, Inc. History Added to 33,456 6,408 2.4% 1.94% 572 +6,759 25.32% Q4 2025 Jan 23, 2026
Black Diamond Financial, LLC History Reduced 33,444 6,406 0.68% 0.8% 573 -4,392 -11.61% Q4 2025 Feb 03, 2026
J.W. COLE ADVISORS, INC. History Reduced 36,810 6,400 0.16% 0.2% 574 -18,849 -33.87% Q4 2025 Feb 11, 2026
DIVERSIFIED MANAGEMENT INC History New 33,352 6,388 1.49% 575 +33,352 New Q4 2025 Jan 26, 2026
Vantage Financial Partners, LLC History Added to 33,319 6,382 1.3% 1.31% 576 +509 1.55% Q4 2025 Feb 03, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 33,288 6,376 0.09% 0.09% 577 +377 1.15% Q4 2025 Feb 12, 2026
Cherry Tree Wealth Management, LLC History Added to 33,003 6,322 1.33% 1.27% 578 +2,476 8.11% Q4 2025 Feb 10, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 32,997 6,320 0.76% 0.72% 579 +980 3.06% Q4 2025 Feb 13, 2026
Arkos Global Advisors History Added to 32,958 6,314 0.81% 0.7% 580 +4,152 14.41% Q4 2025 Feb 13, 2026
WealthShield Partners, LLC History Reduced 32,677 6,259 0.69% 0.72% 581 -696 -2.09% Q4 2025 Feb 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 32,573 6,239 0.37% 0.35% 582 +2,581 8.61% Q4 2025 Feb 10, 2026
Savvy Advisors, Inc. History Added to 32,520 6,229 0.2% 0.03% 583 +28,700 751.31% Q4 2025 Jan 20, 2026
Global Retirement Partners, LLC History Added to 32,452 6,216 0.11% 0.12% 584 +4,342 15.45% Q4 2025 Feb 06, 2026
Eldridge Investment Advisors, Inc. History Added to 32,409 6,208 1.37% 1.39% 585 +302 0.94% Q4 2025 Feb 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 32,346 6,196 0.08% 0.1% 586 -3,513 -9.8% Q4 2025 Feb 10, 2026
NORTHERN TRUST CORP History Added to 31,823 6,096 0.0% 0.0% 587 +2,232 7.54% Q4 2025 Feb 17, 2026
Focus Financial Network, Inc. History Added to 31,813 6,094 0.21% 0.21% 588 +183 0.58% Q4 2025 Jan 12, 2026
Stone Summit Wealth LLC History Added to 31,631 6,059 1.64% 1.68% 589 +310 0.99% Q4 2025 Jan 27, 2026
Johnson Bixby & Associates, LLC History Reduced 31,384 6,011 0.75% 0.84% 590 -3,011 -8.75% Q4 2025 Jan 14, 2026
KLCM Advisors, Inc. History New 31,357 6,006 0.52% 591 +31,357 New Q4 2025 Feb 04, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 31,350 6,005 0.22% 0.22% 592 +2,778 9.72% Q4 2025 Feb 13, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Reduced 31,342 6,003 1.44% 1.49% 593 -355 -1.12% Q4 2025 Feb 02, 2026
INVESTMENT HOUSE LLC History Added to 31,091 5,955 0.28% 0.21% 594 +8,217 35.92% Q4 2025 Feb 06, 2026
Pinnacle Wealth Management Group, Inc. History Added to 31,089 5,955 2.98% 2.95% 595 +781 2.58% Q4 2025 Jan 23, 2026
Diversified Trust Co History Added to 31,060 5,950 0.11% 0.11% 596 +1,570 5.32% Q4 2025 Jan 09, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 30,989 5,936 1.24% 1.58% 597 -6,782 -17.96% Q4 2025 Jan 07, 2026
Abundance Wealth Counselors History Added to 30,887 5,916 1.0% 0.96% 598 +1,363 4.62% Q4 2025 Jan 26, 2026
Simmons Bank History Added to 30,865 5,912 0.4% 0.38% 599 +498 1.64% Q4 2025 Feb 05, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 30,850 5,909 1.63% 2.1% 600 -20,592 -40.03% Q4 2025 Feb 12, 2026
Ehrenkranz Partners L.P. History No change 30,845 5,908 6.69% 5.13% 601 0 0.0% Q4 2025 Feb 17, 2026
GENERAL AMERICAN INVESTORS CO INC History No change 30,611 5,863 0.33% 0.34% 602 0 0.0% Q4 2025 Feb 13, 2026
Bulltick Wealth Management, LLC History No change 30,429 5,828 1.24% 1.36% 603 0 0.0% Q4 2025 Feb 17, 2026
Elgethun Capital Management History Added to 30,337 5,811 1.0% 0.99% 604 +1,685 5.88% Q4 2025 Feb 10, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 30,320 5,808 0.91% 0.83% 605 +3,939 14.93% Q4 2025 Feb 11, 2026
Azimuth Capital Investment Management LLC History Added to 30,225 5,789 0.21% 0.19% 606 +1,945 6.88% Q4 2025 Feb 12, 2026
Cape Investment Advisory, Inc. History New 30,216 5,788 1.78% 608 +30,216 New Q4 2025 Feb 17, 2026
MENORA MIVTACHIM HOLDINGS LTD. History Added to 30,217 5,788 0.03% 0.03% 607 +2,452 8.83% Q4 2025 Feb 12, 2026
INKWELL CAPITAL LLC History Reduced 30,080 5,762 5.85% 5.82% 609 -35 -0.12% Q4 2025 Feb 02, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 300 5,746 0.7% 1.62% 610 -79,700 -99.63% Q4 2025 Feb 13, 2026
Great Diamond Partners, LLC History Reduced 29,975 5,742 1.1% 1.12% 611 -449 -1.48% Q4 2025 Feb 06, 2026
PACES FERRY WEALTH ADVISORS, LLC History Added to 29,953 5,737 2.33% 2.28% 612 +1,068 3.7% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 29,941 5,735 0.1% 0.11% 613 -1,427 -4.55% Q4 2025 Jan 22, 2026
Clear Harbor Asset Management, LLC History Added to 29,901 5,727 0.39% 0.36% 614 +2,254 8.15% Q4 2025 Feb 10, 2026
Garden State Investment Advisory Services LLC History Reduced 29,719 5,706 1.26% 1.31% 615 -1,373 -4.42% Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 29,447 5,640 0.15% 0.15% 616 +330 1.13% Q4 2025 Jan 23, 2026
HBK INVESTMENTS L P History New 29,400 5,631 0.04% 617 +29,400 New Q4 2025 Feb 17, 2026
Grant Street Asset Management, Inc. History Reduced 29,367 5,625 1.13% 1.22% 618 -1,112 -3.65% Q4 2025 Jan 28, 2026
CRA Financial Services, LLC History Added to 29,325 5,617 0.74% 0.75% 619 +495 1.72% Q4 2025 Jan 16, 2026
Advisors Preferred, LLC History Added to 28,799 5,554 0.9% 0.62% 620 +6,548 29.43% Q4 2025 Feb 02, 2026
Birch Hill Investment Advisors LLC History Added to 28,967 5,548 0.23% 0.2% 621 +3,599 14.19% Q4 2025 Jan 27, 2026
Empowered Funds, LLC History Added to 28,869 5,530 0.09% 0.03% 622 +14,610 102.46% Q4 2025 Feb 18, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 28,872 5,530 1.37% 1.46% 623 -1,155 -3.85% Q4 2025 Jan 27, 2026
GWN SECURITIES INC. History Added to 28,818 5,520 1.12% 1.09% 624 +4,026 16.24% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 28,626 5,483 0.12% 0.12% 625 +2,297 8.72% Q4 2025 Jan 28, 2026
San Luis Wealth Advisors LLC History Reduced 28,524 5,464 0.92% 1.03% 626 -1,464 -4.88% Q4 2025 Jan 26, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 26,829 5,457 2.1% 0.4% 627 +21,954 450.34% Q4 2025 Feb 12, 2026
Delta Wealth Advisors LLC History Reduced 28,473 5,454 4.57% 4.53% 628 -2,033 -6.66% Q4 2025 Jan 28, 2026
Phoenix Wealth Advisors History Added to 28,378 5,436 2.09% 2.05% 629 +303 1.08% Q4 2025 Jan 22, 2026
OPTIMA CAPITAL LLC History Reduced 28,367 5,433 2.35% 2.65% 630 -462 -1.6% Q4 2025 Jan 23, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 27,867 5,384 0.36% 0.35% 631 +3,076 12.41% Q4 2025 Jan 15, 2026
Mutual Advisors, LLC History Added to 28,107 5,384 0.12% 0.11% 632 +2,823 11.17% Q4 2025 Feb 02, 2026
SkyView Investment Advisors, LLC History No change 27,825 5,330 0.67% 0.67% 633 0 0.0% Q4 2025 Feb 18, 2026
CenterStar Asset Management, LLC History New 27,759 5,320 1.5% 634 +27,759 New Q4 2025 Jan 27, 2026
Atria Investments, Inc History Added to 27,767 5,318 0.06% 0.05% 635 +4,741 20.59% Q4 2025 Feb 05, 2026
MLP3, LLC History New 27,632 5,293 5.78% 636 +27,632 New Q4 2025 Feb 13, 2026
Modern Wealth Management, LLC History Reduced 27,573 5,281 0.1% 0.11% 637 -2,393 -7.99% Q4 2025 Feb 17, 2026
Darrow Company, Inc. History Reduced 27,516 5,271 2.37% 2.48% 638 -606 -2.15% Q4 2025 Jan 27, 2026
Sage Capital Management, LLC History Added to 27,493 5,270 2.44% 2.3% 640 +558 2.07% Q4 2025 Jan 15, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 27,514 5,270 0.95% 0.94% 639 -157 -0.57% Q4 2025 Jan 16, 2026
Snowden Capital Advisors LLC History Added to 27,446 5,257 0.14% 0.14% 641 +242 0.89% Q4 2025 Feb 17, 2026
Global Wealth Management, LLC History Reduced 27,428 5,254 2.83% 2.89% 642 -1,584 -5.46% Q4 2025 Jan 26, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 27,181 5,206 2.44% 2.4% 644 +290 1.08% Q4 2025 Jan 26, 2026
Horizon Wealth Management, LLC History Added to 27,180 5,206 0.81% 0.76% 643 +33 0.12% Q4 2025 Feb 04, 2026
Milestone Investment Advisors LLC History Reduced 27,124 5,195 1.26% 1.29% 645 -195 -0.71% Q4 2025 Feb 11, 2026
PCM Encore, LLC History New 27,077 5,186 1.1% 647 +27,077 New Q4 2025 Feb 13, 2026
Krilogy Financial LLC History Added to 26,031 5,186 0.18% 0.18% 646 +876 3.48% Q4 2025 Jan 27, 2026
Wealthfront Advisers LLC History Added to 26,952 5,162 0.01% 0.01% 648 +1,974 7.9% Q4 2025 Jan 30, 2026
Pettinga Financial Advisors LLC History Reduced 26,946 5,161 0.98% 1.08% 649 -2,129 -7.32% Q4 2025 Feb 12, 2026
Orion Capital Management LLC History Reduced 26,938 5,160 1.73% 1.78% 650 -30 -0.11% Q4 2025 Feb 03, 2026
Walleye Trading LLC History Reduced 26,800 5,133 0.01% 0.01% 651 -8,670 -24.44% Q4 2025 Feb 13, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 26,713 5,117 1.59% 2.02% 652 +1,398 5.52% Q4 2025 Jan 08, 2026
Grange Capital, LLC History Reduced 26,705 5,115 4.91% 4.9% 653 -44 -0.16% Q4 2025 Feb 03, 2026
FSM Wealth Advisors, LLC History Added to 26,593 5,094 0.7% 0.69% 654 +892 3.47% Q4 2025 Jan 23, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 26,535 5,083 1.22% 1.29% 655 -1,026 -3.72% Q4 2025 Jan 20, 2026
Taylor & Morgan Wealth Management, LLC History Reduced 26,412 5,059 2.84% 3.12% 656 -401 -1.5% Q4 2025 Jan 16, 2026
Joseph P. Lucia & Associates, LLC History Added to 26,401 5,057 1.82% 1.71% 657 +2,439 10.18% Q4 2025 Jan 28, 2026
Moors & Cabot, Inc. History Added to 27,506 5,040 0.22% 0.2% 658 +3,214 13.23% Q4 2025 Feb 10, 2026
BlueChip Wealth Advisors LLC History Added to 26,141 5,007 2.1% 2.05% 659 +893 3.54% Q4 2025 Feb 05, 2026
Lester Murray Antman dba SimplyRich History No change 26,084 4,996 1.31% 1.34% 660 0 0.0% Q4 2025 Jan 23, 2026
ROMANO BROTHERS AND COMPANY History Added to 26,038 4,987 0.57% 0.42% 661 +6,549 33.6% Q4 2025 Jan 14, 2026
Hegarty Advisors, LLC History New 26,019 4,984 4.33% 662 +26,019 New Q4 2025 Jan 29, 2026
Bison Wealth, LLC History New 25,948 4,942 0.56% 663 +25,948 New Q4 2025 Mar 24, 2026
Hilltop Holdings Inc. History Added to 25,742 4,930 0.29% 0.22% 664 +3,690 16.73% Q4 2025 Feb 17, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 25,652 4,913 0.76% 0.79% 665 -596 -2.27% Q4 2025 Jan 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 25,372 4,860 0.03% 0.03% 666 +1,447 6.05% Q4 2025 Feb 11, 2026
Vontobel Holding Ltd. History Reduced 25,139 4,815 0.02% 0.02% 668 -2,630 -9.47% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Reduced 25,138 4,815 0.01% 0.01% 667 -1,653 -6.17% Q4 2025 Feb 17, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Added to 24,980 4,785 0.3% 0.28% 669 +1,958 8.5% Q4 2025 Jan 21, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 24,969 4,782 0.45% 0.39% 670 +3,705 17.42% Q4 2025 Feb 17, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 24,933 4,776 0.86% 671 +24,933 New Q4 2025 Feb 06, 2026
EVOKE WEALTH, LLC History Added to 24,853 4,760 0.09% 0.09% 672 +784 3.26% Q4 2025 Feb 06, 2026
Roundview Capital LLC History Added to 24,703 4,732 0.29% 0.28% 673 +1,579 6.83% Q4 2025 Feb 09, 2026
EXCALIBUR MANAGEMENT CORP History Added to 24,700 4,731 1.71% 1.49% 674 +3,062 14.15% Q4 2025 Feb 10, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 24,596 4,711 1.47% 1.48% 675 -197 -0.79% Q4 2025 Jan 22, 2026
STRATEGY ASSET MANAGERS LLC History Added to 24,559 4,704 0.77% 0.82% 676 +476 1.98% Q4 2025 Feb 11, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 24,552 4,703 2.71% 2.72% 677 -142 -0.58% Q4 2025 Jan 15, 2026
Coastal Bridge Advisors, LLC History Added to 24,539 4,700 0.35% 0.31% 678 +2,617 11.94% Q4 2025 Feb 18, 2026
O'ROURKE & COMPANY, Inc History Added to 24,495 4,692 1.82% 1.86% 679 +1,029 4.39% Q4 2025 Jan 28, 2026
Cannell & Spears LLC History Reduced 24,337 4,661 0.09% 0.09% 680 -27 -0.11% Q4 2025 Feb 17, 2026
Arizona State Retirement System History New 24,261 4,647 0.03% 681 +24,261 New Q4 2025 Jan 28, 2026
Catalina Capital Group, LLC History Added to 24,250 4,645 2.82% 2.3% 682 +4,379 22.04% Q4 2025 Jan 16, 2026
Verdence Capital Advisors LLC History Reduced 24,247 4,644 0.27% 0.38% 683 -10,507 -30.23% Q4 2025 Jan 29, 2026
Sunbelt Securities, Inc. History Reduced 24,053 4,607 0.31% 0.32% 684 -140 -0.58% Q4 2025 Feb 20, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History Added to 23,996 4,596 0.48% 0.47% 685 +2,210 10.14% Q4 2025 Feb 09, 2026
Nvest Wealth Strategies, Inc. History New 23,933 4,584 3.36% 686 +23,933 New Q4 2025 Jan 28, 2026
Sunpointe, LLC History Added to 23,900 4,578 1.52% 1.55% 687 +1,255 5.54% Q4 2025 Jan 23, 2026
Cannon Advisors, Inc. History Reduced 22,954 4,560 3.22% 3.16% 688 -1,634 -6.65% Q4 2025 Jan 15, 2026
Wakefield Asset Management LLLP History Reduced 23,678 4,535 1.23% 1.37% 689 -2,729 -10.33% Q4 2025 Feb 05, 2026
CVFG LLC History Added to 23,573 4,515 3.1% 3.2% 690 +233 1.0% Q4 2025 Feb 06, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 23,568 4,514 0.29% 0.3% 691 +509 2.21% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 23,503 4,502 0.31% 0.33% 692 +1,408 6.37% Q4 2025 Feb 03, 2026
SAX WEALTH ADVISORS, LLC History Added to 23,447 4,491 0.21% 0.2% 693 +3,657 18.48% Q4 2025 Jan 12, 2026
NDWM LLC History Added to 23,423 4,486 2.97% 2.91% 694 +850 3.77% Q4 2025 Feb 05, 2026
BEARING POINT CAPITAL, LLC History Added to 23,262 4,456 0.7% 0.65% 695 +3,300 16.53% Q4 2025 Feb 10, 2026
Oxbow Advisors, LLC History Reduced 23,189 4,442 0.39% 0.42% 696 -410 -1.74% Q4 2025 Feb 04, 2026
Prime Capital Investment Advisors, LLC History Reduced 23,156 4,435 0.05% 0.07% 697 -5,944 -20.43% Q4 2025 Jan 21, 2026
Fonville Wealth Management LLC History Reduced 23,142 4,433 0.91% 0.99% 698 -101 -0.43% Q4 2025 Jan 23, 2026
RMR Capital Management, LLC History Reduced 23,129 4,430 3.19% 3.09% 699 -202 -0.87% Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 23,029 4,411 0.26% 0.29% 700 +241 1.06% Q4 2025 Feb 10, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Added to 23,011 4,407 0.71% 0.3% 701 +13,034 130.64% Q4 2025 Jan 29, 2026
Shepherd Financial Partners LLC History Reduced 22,980 4,401 0.41% 0.71% 702 -16,399 -41.64% Q4 2025 Feb 10, 2026
Garner Asset Management Corp History Reduced 22,954 4,397 1.69% 2.11% 703 -4,662 -16.88% Q4 2025 Feb 03, 2026
Freedom Day Solutions, LLC History Added to 22,920 4,390 1.19% 1.07% 704 +2,092 10.04% Q4 2025 Feb 04, 2026
Alta Wealth Advisors LLC History Reduced 22,910 4,388 1.47% 1.87% 705 -4,615 -16.77% Q4 2025 Feb 03, 2026
Paulson Wealth Management Inc. History Added to 22,896 4,385 1.01% 0.57% 706 +10,196 80.28% Q4 2025 Feb 05, 2026
TWO SIGMA SECURITIES, LLC History Added to 22,770 4,361 0.6% 0.28% 707 +12,671 125.47% Q4 2025 Feb 17, 2026
AlTi Global, Inc. History Reduced 22,642 4,337 0.09% 0.49% 708 -87,130 -79.37% Q4 2025 Feb 13, 2026
Trueblood Wealth Management, LLC History Added to 22,616 4,332 1.69% 1.56% 709 +1,556 7.39% Q4 2025 Jan 21, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 22,574 4,324 0.93% 0.55% 710 +9,510 72.8% Q4 2025 Jan 26, 2026
Gator Capital Management, LLC History Added to 22,569 4,323 0.88% 1.07% 711 +407 1.84% Q4 2025 Feb 13, 2026
Ironsides Asset Advisors, LLC History Added to 22,471 4,304 1.09% 0.89% 712 +4,231 23.2% Q4 2025 Feb 12, 2026
Orion Porfolio Solutions, LLC History Added to 22,399 4,290 0.03% 0.03% 713 +1,777 8.62% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 22,385 4,288 0.09% 0.09% 714 +941 4.39% Q4 2025 Feb 03, 2026
ACCESS FINANCIAL SERVICES, INC. History Reduced 22,266 4,265 1.55% 1.54% 715 -90 -0.4% Q4 2025 Jan 21, 2026
BAILARD, INC. History Added to 22,189 4,250 0.09% 0.09% 716 +578 2.67% Q4 2025 Feb 04, 2026
Prostatis Group LLC History Added to 22,177 4,248 1.01% 0.96% 717 +1,940 9.59% Q4 2025 Feb 17, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 22,173 4,247 0.03% 0.03% 718 +301 1.38% Q4 2025 Feb 12, 2026
Independent Advisor Alliance History Added to 22,042 4,222 0.1% 0.1% 719 +2,358 11.98% Q4 2025 Feb 04, 2026
PARK AVENUE SECURITIES LLC History Reduced 22,008 4,216 0.04% 0.04% 720 -1,720 -7.25% Q4 2025 Jan 05, 2026
Cambria Investment Management, L.P. History Added to 22,001 4,214 0.25% 0.05% 721 +17,523 391.31% Q4 2025 Feb 17, 2026
B. Riley Wealth Advisors, Inc. History Reduced 21,972 4,209 0.19% 0.2% 722 -800 -3.51% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Added to 21,843 4,184 0.07% 0.07% 723 +608 2.86% Q4 2025 Feb 17, 2026
Costello Asset Management, INC History Added to 21,817 4,179 1.38% 1.37% 724 +256 1.19% Q4 2025 Feb 03, 2026
Acorn Wealth Advisors, LLC History Reduced 21,774 4,171 1.24% 1.49% 725 -3,374 -13.42% Q4 2025 Feb 10, 2026
MARIPAU WEALTH MANAGEMENT LLC History Added to 21,750 4,168 1.92% 1.99% 726 +895 4.29% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Added to 21,601 4,137 0.01% 0.0% 727 +15,320 243.91% Q4 2025 Feb 13, 2026
EQUITY INVESTMENT CORP History Added to 21,547 4,127 0.08% 0.09% 728 +85 0.4% Q4 2025 Feb 12, 2026
Central Pacific Bank - Trust Division History No change 21,535 4,125 0.51% 0.49% 729 0 0.0% Q4 2025 Jan 07, 2026
Tranquilli Financial Advisor LLC History Added to 21,510 4,120 2.39% 2.36% 730 +448 2.13% Q4 2025 Jan 27, 2026
Maltin Wealth Management, Inc. History Added to 21,381 4,095 1.63% 1.66% 731 +321 1.52% Q4 2025 Jan 15, 2026
Kingsview Wealth Management, LLC History Added to 21,350 4,089 0.06% 0.06% 732 +1,384 6.93% Q4 2025 Feb 09, 2026
CPC Advisors, LLC History Added to 21,289 4,078 0.41% 0.42% 733 +300 1.43% Q4 2025 Jan 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 21,273 4,075 0.45% 0.46% 734 -123 -0.57% Q4 2025 Jan 20, 2026
Hilltop National Bank History Reduced 21,144 4,050 0.98% 1.65% 735 -14,230 -40.23% Q4 2025 Jan 07, 2026
Ashton Thomas Private Wealth, LLC History Added to 21,058 4,033 0.1% 0.08% 736 +4,708 28.8% Q4 2025 Jan 29, 2026
STOCK YARDS BANK & TRUST CO History Added to 21,010 4,024 0.12% 0.12% 737 +86 0.41% Q4 2025 Jan 21, 2026
Meridian Financial Advisors, LLC History Added to 20,980 4,018 2.19% 2.24% 738 +31 0.15% Q4 2025 Jan 23, 2026
VIAWEALTH, LLC History Added to 20,765 3,977 2.24% 2.11% 739 +364 1.78% Q4 2025 Feb 10, 2026
Telos Capital Management, Inc. History Added to 20,702 3,965 0.37% 0.37% 740 +525 2.6% Q4 2025 Jan 22, 2026
KPP Advisory Services LLC History Added to 20,629 3,951 0.57% 0.56% 741 +594 2.96% Q4 2025 Feb 02, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 20,593 3,944 1.13% 1.67% 742 -8,680 -29.65% Q4 2025 Jan 27, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 20,573 3,940 1.91% 1.83% 743 +624 3.13% Q4 2025 Feb 13, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 19,344 3,924 3.83% 744 +19,344 New Q4 2025 Feb 17, 2026
Calamos Wealth Management LLC History Reduced 20,431 3,913 0.13% 0.24% 745 -14,641 -41.75% Q4 2025 Jan 29, 2026
PITTENGER & ANDERSON INC History Added to 20,378 3,903 0.15% 0.02% 746 +16,833 474.84% Q4 2025 Feb 02, 2026
One Capital Management, LLC History Added to 20,360 3,900 0.12% 0.12% 747 +1,256 6.57% Q4 2025 Feb 10, 2026
FIRST HORIZON CORP History Reduced 20,354 3,899 0.17% 0.19% 748 -1,368 -6.3% Q4 2025 Jan 27, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 20,330 3,894 0.07% 0.08% 749 -273 -1.33% Q4 2025 Feb 12, 2026
Amplius Wealth Advisors, LLC History Reduced 20,319 3,892 0.33% 0.39% 750 -3,527 -14.79% Q4 2025 Jan 12, 2026
Factorial Partners, LLC History Added to 20,300 3,888 2.57% 0.3% 751 +18,000 782.61% Q4 2025 Feb 10, 2026
BigSur Wealth Management LLC History Added to 20,284 3,885 0.94% 0.71% 752 +5,000 32.71% Q4 2025 Jan 27, 2026
NWAM LLC History Reduced 20,029 3,867 0.22% 0.23% 753 -2,436 -10.84% Q4 2025 Feb 04, 2026
Cordoba Advisory Partners LLC History New 20,140 3,858 0.95% 754 +20,140 New Q4 2025 Feb 13, 2026
Wood Tarver Financial Group, LLC History Added to 20,108 3,851 1.08% 0.79% 755 +5,976 42.29% Q4 2025 Feb 12, 2026
Fort Point Capital Partners LLC History Reduced 19,209 3,833 0.43% 2.52% 756 -93,697 -82.99% Q4 2025 Feb 13, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 20,000 3,831 0.13% 0.14% 757 0 0.0% Q4 2025 Feb 05, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 19,991 3,829 0.01% 0.01% 758 -2,920 -12.74% Q4 2025 Jan 26, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 19,802 3,793 0.25% 0.25% 759 0 0.0% Q4 2025 Feb 11, 2026
Valmark Advisers, Inc. History Added to 19,775 3,788 0.05% 0.05% 760 +748 3.93% Q4 2025 Jan 26, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 19,755 3,784 0.03% 0.0% 761 +17,506 778.39% Q4 2025 Jan 28, 2026
Jacobi Capital Management LLC History Reduced 19,758 3,784 0.22% 0.23% 762 -47 -0.24% Q4 2025 Feb 13, 2026
Keystone Financial Group History Added to 19,744 3,782 0.28% 0.27% 763 +911 4.84% Q4 2025 Feb 06, 2026
First PREMIER Bank History No change 19,683 3,770 0.86% 0.85% 764 0 0.0% Q4 2025 Jan 23, 2026
Financial Planning Hawaii, Inc. History New 19,587 3,752 2.16% 765 +19,587 New Q4 2025 Jan 15, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 19,458 3,727 0.05% 0.44% 766 -130,385 -87.01% Q4 2025 Feb 17, 2026
Wick Capital Partners, LLC History Added to 19,451 3,726 0.67% 0.88% 767 +64 0.33% Q4 2025 Mar 02, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 19,434 3,723 2.54% 2.62% 768 +20 0.1% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Reduced 19,435 3,722 0.22% 0.23% 769 -980 -4.8% Q4 2025 Feb 03, 2026
SMART Wealth LLC History Added to 19,402 3,716 1.13% 1.16% 770 +3,144 19.34% Q4 2025 Jan 26, 2026
CEERA INVESTMENTS, LLC History Added to 19,349 3,706 1.43% 0.96% 771 +3,077 18.91% Q4 2025 Feb 09, 2026
Evolution Wealth Advisors, LLC History Reduced 19,266 3,690 0.37% 0.5% 772 -170 -0.87% Q4 2025 Jan 12, 2026
WEDBUSH SECURITIES INC History Added to 19,244 3,686 0.11% 0.1% 773 +2,772 16.83% Q4 2025 Feb 12, 2026
Edgestream Partners, L.P. History Added to 18,926 3,625 0.1% 0.08% 774 +4,913 35.06% Q4 2025 Feb 13, 2026
COWA, LLC History Added to 18,895 3,619 1.1% 1.15% 775 +622 3.4% Q4 2025 Feb 12, 2026
Financial Enhancement Group LLC History Reduced 17,922 3,573 0.46% 0.46% 776 -221 -1.22% Q4 2025 Jan 23, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Added to 18,634 3,569 0.28% 0.18% 777 +4,770 34.41% Q4 2025 Jan 23, 2026
GC Wealth Management RIA, LLC History Reduced 18,602 3,563 0.13% 0.16% 779 -7,420 -28.51% Q4 2025 Jan 30, 2026
Atlas Wealth LLC History Reduced 18,605 3,563 1.08% 1.56% 778 -6,928 -27.13% Q4 2025 Feb 05, 2026
Verity Asset Management, Inc. History Added to 18,541 3,551 1.52% 1.11% 780 +610 3.4% Q4 2025 Jan 30, 2026
Spire Wealth Management History Added to 18,501 3,544 0.12% 0.07% 781 +7,418 66.93% Q4 2025 Jan 14, 2026
LOUISBOURG INVESTMENTS INC. History Added to 24,300 3,537 0.7% 0.46% 782 +8,950 58.31% Q4 2025 Jan 16, 2026
Koss-Olinger Consulting, LLC History Reduced 18,357 3,516 0.27% 0.35% 783 -4,893 -21.05% Q4 2025 Feb 10, 2026
Martel Wealth Advisors Inc History Added to 18,115 3,470 0.59% 0.6% 784 +84 0.47% Q4 2025 Jan 21, 2026
Lexington Hill Partners, LLC History New 18,098 3,466 2.61% 785 +18,098 New Q4 2025 Feb 19, 2026
AE Wealth Management LLC History Added to 18,001 3,448 0.02% 0.01% 786 +8,205 83.76% Q4 2025 Jan 26, 2026
ASPIRIANT, LLC History Added to 17,996 3,447 0.1% 0.09% 787 +2,346 14.99% Q4 2025 Jan 20, 2026
Clear Creek Financial Management, LLC History Reduced 17,931 3,434 0.28% 0.32% 788 -1,557 -7.99% Q4 2025 Jan 23, 2026
Wellspring Financial Advisors, LLC History Added to 17,892 3,427 0.27% 0.31% 789 +1 0.01% Q4 2025 Feb 11, 2026
Evergreen Wealth Management, LLC History New 17,665 3,383 1.7% 790 +17,665 New Q4 2025 Feb 06, 2026
Radnor Capital Management, LLC History Added to 17,617 3,374 0.5% 0.16% 791 +11,939 210.27% Q4 2025 Feb 06, 2026
Global Financial Private Client, LLC History Added to 17,526 3,357 1.18% 1.18% 792 +64 0.37% Q4 2025 Jan 27, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 17,520 3,356 0.17% 0.17% 793 -950 -5.14% Q4 2025 Feb 02, 2026
KELLY FINANCIAL GROUP LLC History Reduced 17,495 3,351 0.85% 0.91% 794 -537 -2.98% Q4 2025 Jan 23, 2026
Van Hulzen Asset Management, LLC History Added to 17,487 3,349 0.25% 0.23% 795 +1,012 6.14% Q4 2025 Feb 06, 2026
Legacy Private Trust Co. History Added to 17,437 3,340 0.2% 0.2% 796 +4 0.02% Q4 2025 Jan 08, 2026
Turtle Creek Wealth Advisors, LLC History Added to 17,303 3,314 0.26% 0.05% 797 +14,559 530.58% Q4 2025 Jan 28, 2026
Jordan Park Group LLC History No change 17,200 3,294 0.19% 0.19% 798 0 0.0% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History Added to 17,129 3,281 0.2% 0.13% 799 +6,431 60.11% Q4 2025 Feb 17, 2026
Lionsbridge Wealth Management LLC History Reduced 16,953 3,247 3.28% 3.55% 800 -2,060 -10.83% Q4 2025 Jan 26, 2026
Weil Company, Inc. History Reduced 16,852 3,228 0.74% 0.83% 801 -1,319 -7.26% Q4 2025 Jan 14, 2026
Investment Research Partners LLC History Added to 16,848 3,227 1.39% 1.17% 802 +3,069 22.27% Q4 2025 Feb 12, 2026
Chicago Partners Investment Group LLC History Added to 16,218 3,223 0.08% 0.07% 803 +2,866 21.46% Q4 2025 Jan 28, 2026
BostonPremier Wealth LLC History Reduced 16,807 3,219 1.65% 1.72% 804 -1,452 -7.95% Q4 2025 Jan 13, 2026
VISIONARY HORIZONS, LLC History Added to 16,770 3,212 1.66% 1.49% 805 +2,717 19.33% Q4 2025 Jan 23, 2026
Merit Financial Group, LLC History Added to 16,751 3,208 0.03% 0.02% 806 +3,843 29.77% Q4 2025 Jan 26, 2026
SYKON CAPITAL LLC History New 16,641 3,187 1.02% 807 +16,641 New Q4 2025 Feb 12, 2026
Williams Jones Wealth Management, LLC. History Reduced 16,494 3,159 0.04% 0.04% 808 -360 -2.14% Q4 2025 Feb 13, 2026
Jaffetilchin Investment Partners, LLC History Added to 16,406 3,142 0.18% 0.18% 809 +711 4.53% Q4 2025 Jan 15, 2026
Madison Wealth Partners, Inc History Reduced 16,366 3,135 0.57% 0.83% 810 -5,869 -26.4% Q4 2025 Feb 10, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 16,354 3,132 1.13% 811 +16,354 New Q4 2025 Mar 26, 2026
Lord & Richards Wealth Management, LLC History Added to 16,280 3,118 2.68% 1.8% 812 +5,919 57.13% Q4 2025 Jan 15, 2026
Baker Ellis Asset Management LLC History Reduced 16,184 3,100 0.37% 0.41% 813 -1,489 -8.43% Q4 2025 Jan 21, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 16,180 3,099 0.01% 0.01% 814 +921 6.04% Q4 2025 Feb 05, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 16,159 3,095 2.16% 2.31% 815 -5,776 -26.33% Q4 2025 Jan 20, 2026
Brightwater Advisory LLC History Reduced 16,149 3,093 2.09% 2.13% 816 -200 -1.22% Q4 2025 Feb 12, 2026
Bouchey Financial Group Ltd History Reduced 16,099 3,083 0.23% 0.24% 817 -128 -0.79% Q4 2025 Jan 16, 2026
REDW Wealth LLC History Reduced 16,072 3,078 1.17% 1.4% 818 -3,426 -17.57% Q4 2025 Jan 28, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 16,026 3,069 0.22% 0.19% 819 +2,242 16.27% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Reduced 16,017 3,068 0.0% 0.0% 820 -1,010 -5.93% Q4 2025 Feb 05, 2026
Pine Valley Investments Ltd Liability Co History Added to 16,004 3,065 0.14% 0.14% 821 +698 4.56% Q4 2025 Feb 13, 2026
Composition Wealth, LLC History Reduced 15,991 3,063 0.04% 0.05% 822 -180 -1.11% Q4 2025 Feb 02, 2026
Cushing Capital Partners, LLC History Added to 15,956 3,056 2.26% 2.15% 823 +1,496 10.35% Q4 2025 Jan 14, 2026
Intellectus Partners, LLC History Added to 15,854 3,037 0.59% 0.56% 824 +647 4.25% Q4 2025 Feb 10, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Added to 15,822 3,030 1.44% 1.23% 825 +2,325 17.23% Q4 2025 Feb 12, 2026
HUNTINGTON NATIONAL BANK History Added to 15,815 3,029 0.02% 0.01% 826 +3,070 24.09% Q4 2025 Feb 09, 2026
Aprio Wealth Management, LLC History Added to 15,798 3,026 0.17% 0.15% 827 +7,933 100.86% Q4 2025 Jan 29, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History New 15,736 3,014 0.44% 828 +15,736 New Q4 2025 Feb 13, 2026
GEM Asset Management, LLC History Added to 15,436 3,006 1.34% 1.38% 829 +131 0.86% Q4 2025 Jan 09, 2026
AdvisorNet Financial, Inc History Added to 15,688 3,005 0.16% 0.16% 830 +395 2.58% Q4 2025 Jan 20, 2026
Madrid Wealth Management, LLC History New 15,684 3,004 2.44% 831 +15,684 New Q4 2025 Feb 02, 2026
Joel Isaacson & Co., LLC History Added to 15,678 3,003 0.1% 0.1% 832 +1,717 12.3% Q4 2025 Jan 30, 2026
Counterweight Ventures, LLC History Added to 15,563 2,981 1.67% 1.7% 833 +256 1.67% Q4 2025 Jan 15, 2026
ADVISORY RESEARCH INC History Added to 15,512 2,971 0.37% 0.25% 834 +5,540 55.56% Q4 2025 Feb 13, 2026
Alpha Omega Wealth Management LLC History Reduced 15,472 2,963 0.49% 0.49% 835 -15 -0.1% Q4 2025 Jan 22, 2026
Capital Analysts, LLC History Reduced 15,441 2,957 0.09% 0.11% 836 -4,495 -22.55% Q4 2025 Feb 11, 2026
Turning Point Benefit Group, Inc. History Added to 15,437 2,957 1.54% 1.37% 837 +3,514 29.47% Q4 2025 Jan 30, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 15,383 2,946 0.31% 0.33% 838 +542 3.65% Q4 2025 Feb 13, 2026
PRIVATE TRUST CO NA History Added to 15,212 2,914 0.26% 0.25% 839 +359 2.42% Q4 2025 Jan 26, 2026
Drexel Morgan & Co. History No change 15,215 2,914 0.46% 0.45% 840 0 0.0% Q4 2025 Feb 12, 2026
Rothschild Wealth LLC History New 15,170 2,905 0.28% 841 +15,170 New Q4 2025 Feb 17, 2026
Farmers National Bank History New 14,868 2,848 0.64% 842 +14,868 New Q4 2025 Mar 12, 2026
BANK OF NOVA SCOTIA History Reduced 14,840 2,843 0.0% 0.11% 843 -304,190 -95.35% Q4 2025 Feb 13, 2026
Bigelow Investment Advisors, LLC History Added to 14,829 2,840 1.11% 1.09% 844 +607 4.27% Q4 2025 Jan 28, 2026
Delos Wealth Advisors, LLC History Added to 14,764 2,828 1.87% 1.86% 845 +215 1.48% Q4 2025 Feb 17, 2026
SlateStone Wealth, LLC History Added to 14,728 2,821 0.24% 0.23% 846 +999 7.28% Q4 2025 Feb 11, 2026
American Capital Advisory, LLC History Added to 14,684 2,812 1.22% 1.29% 847 +27 0.18% Q4 2025 Jan 30, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 14,648 2,805 0.21% 0.22% 848 -180 -1.21% Q4 2025 Feb 04, 2026
Godshalk Welsh Capital Management, Inc. History Added to 14,588 2,794 1.6% 1.53% 849 +506 3.59% Q4 2025 Feb 12, 2026
Fourth Dimension Wealth, LLC History Added to 14,578 2,792 1.02% 1.03% 850 +296 2.07% Q4 2025 Feb 04, 2026
EFG International AG History New 14,479 2,773 0.05% 851 +14,479 New Q4 2025 Feb 17, 2026
Tandem Investment Partners LLC History Reduced 14,475 2,772 2.34% 2.36% 852 -650 -4.3% Q4 2025 Jan 21, 2026
TSFG, LLC History Reduced 14,433 2,765 0.41% 0.44% 853 -109 -0.75% Q4 2025 Feb 04, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 14,419 2,762 0.15% 0.24% 854 +94 0.66% Q4 2025 Feb 09, 2026
Ameraudi Asset Management, Inc. History Added to 14,332 2,745 1.51% 1.17% 855 +4,114 40.26% Q4 2025 Feb 11, 2026
Meadow Creek Wealth Advisors LLC History Added to 14,203 2,720 1.74% 1.74% 856 +173 1.23% Q4 2025 Jan 28, 2026
ROMAN BUTLER FULLERTON & CO History Added to 13,591 2,713 0.71% 0.55% 857 +2,729 25.12% Q4 2025 Jan 26, 2026
Sage Mountain Advisors LLC History Added to 14,150 2,710 0.14% 0.03% 858 +11,123 367.46% Q4 2025 Jan 23, 2026
DAVIS R M INC History Added to 14,044 2,690 0.05% 0.05% 859 +38 0.27% Q4 2025 Feb 12, 2026
Heritage Wealth Advisors History Added to 14,038 2,689 0.1% 0.12% 860 +1 0.01% Q4 2025 Feb 13, 2026
Renasant Bank History Reduced 14,035 2,688 1.82% 2.13% 861 -3,629 -20.54% Q4 2025 Jan 30, 2026
Sowell Financial Services LLC History Reduced 14,005 2,682 0.1% 0.15% 862 -6,351 -31.2% Q4 2025 Jan 21, 2026
Sincerus Advisory, LLC History Added to 13,923 2,667 2.14% 2.11% 863 +903 6.94% Q4 2025 Jan 08, 2026
WealthPLAN Partners, LLC History Added to 13,853 2,653 0.4% 0.39% 864 +7 0.05% Q4 2025 Feb 12, 2026
Soundwatch Capital LLC History No change 13,819 2,647 0.41% 0.42% 865 0 0.0% Q4 2025 Feb 10, 2026
Francis Financial, Inc. History Added to 13,816 2,646 0.52% 0.46% 866 +40 0.29% Q4 2025 Feb 11, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 13,769 2,637 0.01% 0.01% 868 -1,396 -9.21% Q4 2025 Feb 11, 2026
EPIQ PARTNERS, LLC History Reduced 13,766 2,637 1.23% 1.33% 867 -1,066 -7.19% Q4 2025 Jan 07, 2026
Diversify Advisory Services, LLC History Reduced 13,223 2,632 0.08% 0.08% 869 -30 -0.23% Q4 2025 Jan 23, 2026
Peak Planning Group, LLC History New 13,706 2,625 0.74% 870 +13,706 New Q4 2025 Feb 13, 2026
Waterford Advisors, LLC History Reduced 13,663 2,617 1.02% 0.91% 871 -265 -1.9% Q4 2025 Feb 20, 2026
Greenwich Wealth Management LLC History Added to 13,657 2,616 0.12% 0.12% 872 +611 4.68% Q4 2025 Feb 10, 2026
Fearless Solutions, LLC dba Best Invest History Added to 13,631 2,611 1.58% 1.42% 873 +1,978 16.97% Q4 2025 Jan 20, 2026
Klingman & Associates, LLC History Reduced 13,603 2,605 0.13% 0.13% 874 -5 -0.04% Q4 2025 Jan 29, 2026
WESBANCO BANK INC History Added to 13,559 2,597 0.07% 0.06% 875 +1,372 11.26% Q4 2025 Feb 03, 2026
Schrum Private Wealth Management LLC History Reduced 13,512 2,588 1.91% 2.05% 876 -1,238 -8.39% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 13,022 2,565 0.03% 0.03% 877 +121 0.94% Q4 2025 Jan 26, 2026
Meridian Wealth Management, LLC History Added to 13,361 2,559 0.09% 0.1% 878 +236 1.8% Q4 2025 Feb 04, 2026
CERTUITY, LLC History Reduced 13,328 2,553 0.16% 0.17% 879 -16 -0.12% Q4 2025 Jan 30, 2026
BURNS J W & CO INC/NY History Added to 13,324 2,552 0.28% 0.29% 880 +43 0.32% Q4 2025 Jan 12, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 13,313 2,550 1.0% 881 +13,313 New Q4 2025 Jan 15, 2026
Cornerstone Wealth Group, LLC History Reduced 13,255 2,539 0.17% 1.0% 882 -64,692 -82.99% Q4 2025 Jan 26, 2026
Kovack Advisors, Inc. History Added to 13,212 2,530 0.12% 0.17% 883 +3,428 35.04% Q4 2025 Feb 17, 2026
TPG Advisors LLC History Added to 13,181 2,524 1.57% 1.25% 884 +3,195 31.99% Q4 2025 Jan 21, 2026
Keystone Wealth Services, LLC History Reduced 13,173 2,523 0.53% 0.6% 885 -1,254 -8.69% Q4 2025 Jan 26, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 13,019 2,509 0.07% 0.03% 886 +10,204 362.49% Q4 2025 Feb 13, 2026
FIRST NATIONAL TRUST CO History Reduced 13,100 2,509 0.08% 0.09% 887 -725 -5.24% Q4 2025 Feb 09, 2026
TICINO WEALTH History New 13,063 2,502 0.93% 888 +13,063 New Q4 2025 Jan 27, 2026
MONECO ADVISORS, LLC History Reduced 13,038 2,497 0.2% 0.22% 889 -580 -4.26% Q4 2025 Feb 04, 2026
Centerstone Investors, LLC History New 13,027 2,495 7.84% 890 +13,027 New Q4 2025 Jan 30, 2026
Fiduciary Alliance LLC History Added to 13,021 2,494 0.16% 0.16% 891 +800 6.55% Q4 2025 Jan 22, 2026
Kestra Investment Management, LLC History Added to 12,995 2,489 0.06% 0.05% 893 +3,859 42.24% Q4 2025 Feb 09, 2026
Laraway Financial Advisors Inc History Reduced 12,994 2,489 1.62% 1.69% 892 -50 -0.38% Q4 2025 Feb 13, 2026
Ciovacco Capital Management LLC History Reduced 12,964 2,483 1.24% 1.47% 894 -2,454 -15.92% Q4 2025 Feb 09, 2026
HBK Sorce Advisory LLC History Reduced 12,268 2,481 0.06% 0.1% 895 -9,258 -43.01% Q4 2025 Feb 09, 2026
Wingate Wealth Advisors, Inc. History Reduced 12,949 2,480 1.38% 1.83% 896 -976 -7.01% Q4 2025 Jan 28, 2026
NATIXIS ADVISORS, LLC History Added to 12,904 2,472 0.0% 0.0% 897 +1,370 11.88% Q4 2025 Feb 10, 2026
Fiduciary Group, LLC History Reduced 12,896 2,470 0.21% 0.22% 898 -289 -2.19% Q4 2025 Feb 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 12,881 2,467 0.12% 0.14% 899 +253 2.0% Q4 2025 Jan 28, 2026
SPINNAKER TRUST History Added to 12,822 2,456 0.13% 0.12% 900 +1,050 8.92% Q4 2025 Feb 10, 2026
WASHINGTON TRUST Co History Reduced 12,794 2,450 0.08% 0.12% 901 -5,816 -31.25% Q4 2025 Feb 10, 2026
Tudor Financial Inc. History Added to 12,791 2,450 1.25% 1.27% 902 +185 1.47% Q4 2025 Feb 13, 2026
BCS Private Wealth Management, Inc. History Reduced 12,759 2,444 0.84% 0.89% 903 -329 -2.51% Q4 2025 Jan 26, 2026
Hyposwiss Advisors SA History New 12,745 2,441 2.39% 904 +12,745 New Q4 2025 Feb 17, 2026
Riverbend Wealth Management, LLC History Added to 12,732 2,438 1.51% 1.62% 905 +496 4.05% Q4 2025 Jan 29, 2026
Belpointe Asset Management LLC History Reduced 12,694 2,431 0.09% 0.1% 906 -1,630 -11.38% Q4 2025 Jan 27, 2026
CENTAURUS FINANCIAL, INC. History Reduced 12,600 2,414 0.11% 0.12% 907 -903 -6.69% Q4 2025 Feb 13, 2026
CHILTON INVESTMENT CO INC. History Added to 12,596 2,412 0.05% 0.01% 908 +8,775 229.65% Q4 2025 Feb 17, 2026
FLOW TRADERS U.S. LLC History Reduced 12,586 2,411 0.08% 0.11% 909 -2,210 -14.94% Q4 2025 Feb 13, 2026
Valued Retirements, Inc. History Added to 12,516 2,397 2.34% 2.3% 910 +1,281 11.4% Q4 2025 Feb 09, 2026
WELCH CAPITAL PARTNERS LLC/NY History No change 12,488 2,392 0.48% 0.49% 911 0 0.0% Q4 2025 Feb 12, 2026
Meridian Wealth Advisors, LLC History No change 12,486 2,391 0.33% 0.34% 912 0 0.0% Q4 2025 Feb 17, 2026
CAPE ANN SAVINGS BANK History Added to 12,475 2,389 1.23% 0.28% 913 +9,710 351.18% Q4 2025 Jan 28, 2026
Fortune Financial Advisors, LLC History Reduced 12,447 2,384 1.61% 1.97% 914 -1,363 -9.87% Q4 2025 Jan 23, 2026
ORG Partners LLC History Reduced 12,327 2,366 0.42% 0.58% 915 -4,460 -26.57% Q4 2025 Jan 14, 2026
Purkiss Capital Advisors LLC History Added to 12,187 2,334 1.09% 1.09% 916 +151 1.25% Q4 2025 Feb 04, 2026
Tranquility Partners, LLC History Reduced 12,141 2,325 0.84% 0.81% 917 -458 -3.64% Q4 2025 Feb 03, 2026
Biondo Investment Advisors, LLC History Added to 12,054 2,309 0.28% 0.28% 918 +434 3.73% Q4 2025 Feb 13, 2026
14B Captial Management LP History New 12,000 2,298 1.85% 920 +12,000 New Q4 2025 Feb 17, 2026
BTC Capital Management, Inc. History No change 12,000 2,298 0.16% 0.16% 919 0 0.0% Q4 2025 Jan 15, 2026
OMNI 360 Wealth, Inc. History Added to 11,537 2,292 1.17% 1.07% 921 +1,465 14.55% Q4 2025 Jan 29, 2026
Compound Planning, Inc. History Reduced 11,944 2,287 0.07% 0.07% 922 -103 -0.85% Q4 2025 Feb 19, 2026
Charis Legacy Partners, LLC History Added to 11,924 2,284 3.37% 3.36% 923 +48 0.4% Q4 2025 Jan 08, 2026
Farnam Financial LLC History Added to 11,899 2,279 1.72% 0.43% 924 +8,960 304.87% Q4 2025 Jan 26, 2026
Provident Wealth Management, LLC History Reduced 11,876 2,274 0.67% 0.73% 925 -870 -6.83% Q4 2025 Jan 28, 2026
MTM Investment Management, LLC History Reduced 11,872 2,274 0.73% 0.72% 926 -143 -1.19% Q4 2025 Feb 09, 2026
American Alpha Advisors, LLC History Added to 11,867 2,273 1.34% 0.97% 927 +4,489 60.84% Q4 2025 Feb 17, 2026
BOK Financial Private Wealth, Inc. History Reduced 11,862 2,272 0.14% 0.14% 928 -132 -1.1% Q4 2025 Feb 06, 2026
Litman Gregory Wealth Management LLC History Reduced 11,816 2,263 0.17% 0.17% 929 -204 -1.7% Q4 2025 Feb 12, 2026
Merkkuri Wealth Advisors LLC History Reduced 11,811 2,262 1.54% 2.08% 930 -3,281 -21.74% Q4 2025 Jan 29, 2026
GUYASUTA INVESTMENT ADVISORS INC History Added to 11,792 2,258 0.13% 0.13% 931 +236 2.04% Q4 2025 Jan 23, 2026
Dodds Wealth, LLC History No change 11,759 2,252 0.55% 0.55% 932 0 0.0% Q4 2025 Feb 11, 2026
Triangle Securities Wealth Management History Reduced 11,726 2,246 0.47% 0.51% 933 -50 -0.42% Q4 2025 Jan 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 11,710 2,243 0.08% 0.07% 934 +377 3.33% Q4 2025 Feb 13, 2026
Conservest Capital Advisors, Inc. History Reduced 11,651 2,231 0.2% 0.22% 935 -787 -6.33% Q4 2025 Feb 12, 2026
BKM Wealth Management, LLC History Reduced 11,647 2,231 0.82% 0.82% 936 -78 -0.67% Q4 2025 Jan 29, 2026
Dana Investment Advisors, Inc. History Reduced 11,640 2,229 0.06% 0.08% 937 -2,623 -18.39% Q4 2025 Feb 05, 2026
Milestone Asset Management Group, LLC History Added to 11,574 2,217 1.25% 1.25% 938 +1,089 10.39% Q4 2025 Feb 03, 2026
Greykasell Wealth Strategies, Inc. History Added to 11,551 2,212 0.87% 0.74% 939 +2,333 25.31% Q4 2025 Feb 11, 2026
KWB Wealth History Reduced 11,500 2,203 0.21% 0.24% 940 -630 -5.19% Q4 2025 Jan 12, 2026
Asset Allocation & Management Company, LLC History No change 11,468 2,197 0.87% 0.92% 941 0 0.0% Q4 2025 Jan 12, 2026
Compass Wealth Management, LLC/GA History Reduced 11,450 2,193 0.9% 1.03% 942 -800 -6.53% Q4 2025 Feb 17, 2026
OLD NATIONAL BANCORP /IN/ History Added to 11,441 2,191 0.04% 0.03% 943 +2,127 22.84% Q4 2025 Jan 28, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 11,413 2,186 0.11% 0.11% 944 -420 -3.55% Q4 2025 Jan 27, 2026
Outlook Wealth Advisors, LLC History No change 11,375 2,179 0.49% 0.54% 945 0 0.0% Q4 2025 Feb 11, 2026
Rehmann Capital Advisory Group History Added to 11,355 2,175 0.11% 0.09% 946 +2,811 32.9% Q4 2025 Mar 04, 2026
CoreFirst Bank & Trust History Reduced 11,356 2,175 1.18% 1.31% 948 -1,395 -10.94% Q4 2025 Feb 11, 2026
LGL PARTNERS, LLC History Added to 11,358 2,175 0.93% 0.91% 947 +45 0.4% Q4 2025 Feb 09, 2026
TFR Capital, LLC. History Added to 11,327 2,169 0.72% 0.71% 949 +90 0.8% Q4 2025 Jan 27, 2026
Root Financial Partners, LLC History Added to 11,309 2,166 0.11% 0.13% 950 +224 2.02% Q4 2025 Feb 10, 2026
Arnhold LLC History New 11,300 2,164 0.16% 951 +11,300 New Q4 2025 Feb 09, 2026
Net Worth Advisory Group History Reduced 11,259 2,156 0.44% 0.62% 952 -10 -0.09% Q4 2025 Jan 14, 2026
Boston Partners History Added to 12,208 2,152 0.0% 0.0% 953 +692 6.01% Q4 2025 Feb 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 11,171 2,139 0.14% 0.14% 954 +20 0.18% Q4 2025 Jan 23, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 10,842 2,135 0.04% 0.04% 955 +1 0.01% Q4 2025 Jan 26, 2026
NovaPoint Capital, LLC History Reduced 11,122 2,130 0.55% 0.55% 956 -781 -6.56% Q4 2025 Jan 21, 2026
Private Advisory Group LLC History Reduced 10,989 2,105 0.16% 0.24% 957 -4,270 -27.98% Q4 2025 Jan 15, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 10,961 2,099 0.1% 0.12% 958 +1,765 19.19% Q4 2025 Feb 12, 2026
Inscription Capital, LLC History Added to 10,907 2,089 0.21% 0.21% 959 +713 6.99% Q4 2025 Jan 29, 2026
Running Oak Capital LLC History New 10,902 2,088 0.26% 960 +10,902 New Q4 2025 Jan 23, 2026
Vestmark Advisory Solutions, Inc. History New 10,868 2,081 0.03% 961 +10,868 New Q4 2025 Feb 06, 2026
Everest Management Corp. History Reduced 10,862 2,080 1.16% 1.46% 962 -1,226 -10.14% Q4 2025 Feb 02, 2026
Savant Capital, LLC History Added to 10,832 2,074 0.01% 0.01% 963 +563 5.48% Q4 2025 Feb 10, 2026
Tripletail Wealth Management, LLC History Added to 10,822 2,073 2.63% 2.06% 964 +1,720 18.9% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 10,817 2,072 0.08% 0.06% 965 +2,416 28.76% Q4 2025 Feb 06, 2026
ASL Financial, LLC History New 10,940 2,066 1.62% 966 +10,940 New Q4 2025 Jan 20, 2026
NBC SECURITIES, INC. History Reduced 10,675 2,045 0.15% 0.16% 967 -481 -4.31% Q4 2025 Jan 29, 2026
FIRST MERCHANTS CORP History Reduced 10,600 2,030 0.08% 0.08% 968 -402 -3.65% Q4 2025 Jan 12, 2026
Prosperity Wealth Management, Inc. History New 10,589 2,028 0.68% 969 +10,589 New Q4 2025 Mar 27, 2026
NWF Advisory Services Inc. History Added to 10,501 2,011 0.22% 0.21% 971 +537 5.39% Q4 2025 Mar 03, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 10,501 2,011 0.22% 0.23% 970 -173 -1.62% Q4 2025 Feb 18, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 10,490 2,009 0.12% 0.16% 972 +179 1.74% Q4 2025 Feb 09, 2026
Delta Investment Management, LLC History Reduced 10,449 2,001 0.35% 0.52% 973 -4,949 -32.14% Q4 2025 Jan 30, 2026
Victrix Investment Advisors History New 10,437 1,999 0.77% 975 +10,437 New Q4 2025 Feb 11, 2026
Monument Capital Management History No change 10,440 1,999 0.5% 0.5% 974 0 0.0% Q4 2025 Jan 26, 2026
Maridea Wealth Management LLC History Added to 10,432 1,998 0.3% 0.03% 976 +9,360 873.13% Q4 2025 Jan 08, 2026
Creekside Partners History Added to 10,408 1,993 0.84% 0.87% 977 +16 0.15% Q4 2025 Feb 13, 2026
EVOLVE PRIVATE WEALTH, LLC History New 10,374 1,987 0.12% 978 +10,374 New Q4 2025 Feb 17, 2026
Wilian Securities, LLC History New 10,338 1,980 2.13% 979 +10,338 New Q4 2025 Feb 06, 2026
WEXFORD CAPITAL LP History New 10,332 1,979 0.38% 980 +10,332 New Q4 2025 Feb 13, 2026
NATIXIS History Added to 10,326 1,978 0.01% 0.01% 981 +168 1.65% Q4 2025 Feb 13, 2026
XTX Topco Ltd History Added to 10,301 1,973 0.05% 0.03% 982 +7,323 245.9% Q4 2025 Feb 17, 2026
MJP ASSOCIATES INC /ADV History Reduced 10,269 1,967 0.25% 0.34% 983 -3,401 -24.88% Q4 2025 Feb 06, 2026
Visionary Wealth Advisors History Added to 10,262 1,965 0.09% 0.08% 984 +861 9.16% Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 10,253 1,964 0.34% 0.38% 985 -1,307 -11.31% Q4 2025 Jan 26, 2026
Parisi Gray Wealth Management History Added to 10,250 1,963 0.45% 0.5% 986 +134 1.32% Q4 2025 Jan 07, 2026
EagleClaw Capital Managment, LLC History Reduced 10,155 1,945 0.28% 0.29% 987 -675 -6.23% Q4 2025 Feb 10, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Reduced 10,044 1,937 1.15% 1.15% 988 -427 -4.08% Q4 2025 Jan 06, 2026
Trilogy Capital Inc. History Reduced 10,080 1,930 0.09% 0.1% 989 -1,691 -14.37% Q4 2025 Jan 22, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Reduced 10,000 1,915 0.15% 0.17% 990 -978 -8.91% Q4 2025 Feb 03, 2026
Hobbs Group Advisors, LLC History Added to 9,992 1,914 0.58% 0.59% 991 +50 0.5% Q4 2025 Jan 28, 2026
St. Louis Trust Co History Added to 9,972 1,910 0.22% 0.11% 992 +5,197 108.84% Q4 2025 Feb 09, 2026
Gilbert Capital Group, Inc. History Added to 9,909 1,898 1.43% 1.31% 993 +960 10.73% Q4 2025 Jan 23, 2026
UMB Bank, n.a. History Reduced 9,899 1,896 0.03% 0.03% 994 -344 -3.36% Q4 2025 Feb 13, 2026
Highlander Partners, L.P. History No change 9,900 1,896 0.68% 0.66% 995 0 0.0% Q4 2025 Feb 03, 2026
NorthRock Partners, LLC History Added to 9,837 1,884 0.03% 0.03% 996 +1,551 18.72% Q4 2025 Feb 17, 2026
NCM Capital Management, LLC History Reduced 9,736 1,865 0.69% 0.73% 997 -191 -1.92% Q4 2025 Mar 02, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Added to 9,724 1,862 0.84% 0.62% 998 +3,315 51.72% Q4 2025 Feb 10, 2026
FOCUSED ALPHA, LLC History New 9,710 1,860 0.55% 999 +9,710 New Q4 2025 Feb 13, 2026
PW Nova Financial Services LLC History New 9,618 1,855 0.7% 1000 +9,618 New Q4 2025 Apr 09, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 9,637 1,846 0.06% 0.06% 1001 -318 -3.19% Q4 2025 Jan 12, 2026
Avestar Capital, LLC History Reduced 9,623 1,843 0.12% 0.12% 1002 -351 -3.52% Q4 2025 Feb 10, 2026
AssuredPartners Investment Advisors, LLC History Added to 9,613 1,841 0.27% 0.07% 1003 +7,840 442.19% Q4 2025 Feb 03, 2026
Beacon Financial Advisory LLC History Reduced 9,606 1,840 0.43% 0.46% 1004 -968 -9.15% Q4 2025 Feb 17, 2026
Kovitz Investment Group Partners, LLC History Reduced 9,600 1,839 0.04% 0.29% 1005 -378,264 -97.52% Q4 2025 Feb 20, 2026
Western Wealth Management, LLC History Reduced 9,588 1,836 0.08% 0.1% 1006 -683 -6.65% Q4 2025 Feb 05, 2026
Mesirow Financial Investment Management, Inc. History Reduced 9,558 1,831 0.04% 0.04% 1007 -2,314 -19.49% Q4 2025 Feb 05, 2026
AlphaStar Capital Management, LLC History Added to 9,538 1,827 0.13% 0.12% 1008 +2,192 29.84% Q4 2025 Feb 02, 2026
American Investment Services, Inc. History No change 9,522 1,824 0.42% 0.43% 1009 0 0.0% Q4 2025 Feb 13, 2026
SG Americas Securities, LLC History Reduced 9,447 1,810 0.0% 0.03% 1010 -38,317 -80.22% Q4 2025 Jan 09, 2026
Brindle & Bay Financial Advisors, LLC History New 9,439 1,808 1.2% 1011 +9,439 New Q4 2025 Jan 29, 2026
PRINCIPAL SECURITIES, INC. History Added to 9,428 1,806 0.03% 0.03% 1012 +1,350 16.71% Q4 2025 Feb 12, 2026
Cypress Capital Group History Reduced 9,430 1,806 0.2% 0.22% 1013 -105 -1.1% Q4 2025 Feb 11, 2026
DELTEC ASSET MANAGEMENT LLC History No change 9,317 1,784 0.3% 0.29% 1014 0 0.0% Q4 2025 Jan 29, 2026
Grove Bank & Trust History Reduced 9,263 1,774 0.2% 0.21% 1015 -135 -1.44% Q4 2025 Jan 08, 2026
M&T BANK CORP History Reduced 9,222 1,766 0.01% 0.01% 1016 -2,547 -21.64% Q4 2025 Jan 30, 2026
Manske Wealth Management History Reduced 9,206 1,763 0.52% 0.54% 1017 -82 -0.88% Q4 2025 Feb 03, 2026
Israel Discount Bank of New York History No change 9,155 1,753 4.77% 5.14% 1018 0 0.0% Q4 2025 Jan 28, 2026
PFG Advisors History Reduced 9,123 1,747 0.08% 0.18% 1019 -13,868 -60.32% Q4 2025 Jan 27, 2026
QUADRANT CAPITAL GROUP LLC History Added to 9,104 1,743 0.05% 0.03% 1020 +4,395 93.33% Q4 2025 Feb 13, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 9,089 1,741 0.09% 0.1% 1021 -240 -2.57% Q4 2025 Jan 15, 2026
Atlantic Union Bankshares Corp History Added to 9,079 1,739 0.03% 0.03% 1022 +261 2.96% Q4 2025 Feb 04, 2026
Balentine LLC History No change 9,076 1,738 0.07% 0.06% 1023 0 0.0% Q4 2025 Feb 02, 2026
ProVise Management Group, LLC History Added to 9,038 1,731 0.12% 0.12% 1024 +242 2.75% Q4 2025 Jan 29, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Reduced 9,026 1,729 1.18% 1.41% 1025 -921 -9.26% Q4 2025 Feb 05, 2026
BANTAMAC CAPITAL, LLC History No change 9,025 1,728 0.83% 0.88% 1026 0 0.0% Q4 2025 Feb 10, 2026
Fortis Capital Advisors, LLC History Reduced 9,020 1,727 0.25% 0.32% 1027 -1,737 -16.15% Q4 2025 Jan 27, 2026
Axis Wealth Partners, LLC History Added to 8,984 1,720 0.95% 0.98% 1028 +161 1.82% Q4 2025 Jan 30, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 8,949 1,718 0.01% 0.05% 1029 -22,690 -71.72% Q4 2025 Feb 03, 2026
PKS Advisory Services, LLC History Added to 8,965 1,717 0.39% 0.26% 1030 +2,456 37.73% Q4 2025 Feb 02, 2026
Evelyn Partners Investment Management (Europe) Ltd History Added to 8,949 1,714 0.56% 0.57% 1031 +255 2.93% Q4 2025 Feb 13, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 8,943 1,713 0.42% 0.38% 1032 +1,052 13.33% Q4 2025 Feb 09, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 8,900 1,704 0.0% 0.0% 1033 +7,400 493.33% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Reduced 8,841 1,693 0.01% 0.02% 1034 -25,324 -74.12% Q4 2025 Jan 27, 2026
Avidian Wealth Enterprises, LLC History Added to 8,812 1,687 0.06% 0.06% 1035 +20 0.23% Q4 2025 Feb 02, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 8,800 1,685 0.19% 0.07% 1036 +5,800 193.33% Q4 2025 Feb 17, 2026
Indivisible Partners History New 8,793 1,684 0.18% 1037 +8,793 New Q4 2025 Feb 03, 2026
Hansen & Associates Financial Group, Inc. History New 15,480 1,680 0.92% 1038 +15,480 New Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc. History Added to 8,772 1,680 0.47% 0.44% 1039 +896 11.38% Q4 2025 Jan 26, 2026
Midwest Trust Co History Added to 8,737 1,673 0.02% 0.02% 1040 +1,334 18.02% Q4 2025 Feb 04, 2026
Astra Wealth Partners LLC History Added to 8,715 1,669 0.98% 0.72% 1042 +3,021 53.06% Q4 2025 Feb 02, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 8,716 1,669 0.04% 0.05% 1041 -399 -4.38% Q4 2025 Feb 13, 2026
PFG Investments, LLC History Reduced 8,697 1,666 0.08% 0.09% 1044 -352 -3.89% Q4 2025 Jan 26, 2026
Pandora Wealth, Inc. History Reduced 8,702 1,666 1.01% 1.01% 1045 -111 -1.26% Q4 2025 Feb 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 8,702 1,666 0.03% 0.03% 1043 -50 -0.57% Q4 2025 Jan 16, 2026
Verger Capital Management LLC History Added to 8,661 1,659 0.49% 0.53% 1046 +33 0.38% Q4 2025 Feb 02, 2026
BANTA ASSET MANAGEMENT LP History New 8,635 1,654 1.51% 1047 +8,635 New Q4 2025 Feb 09, 2026
CORDA Investment Management, LLC. History Added to 8,568 1,641 0.12% 0.07% 1048 +3,212 59.97% Q4 2025 Feb 03, 2026
CYPRESS ASSET MANAGEMENT INC/TX History Reduced 8,540 1,635 0.36% 0.37% 1049 -25 -0.29% Q4 2025 Jan 29, 2026
Wilmington Savings Fund Society, FSB History Reduced 8,506 1,629 0.04% 0.04% 1050 -64 -0.75% Q4 2025 Feb 12, 2026
Marshall Financial Group, LLC History Reduced 8,495 1,627 0.32% 0.35% 1051 -971 -10.26% Q4 2025 Jan 09, 2026
SIGNATUREFD, LLC History Reduced 8,485 1,625 0.02% 0.03% 1052 -304 -3.46% Q4 2025 Jan 20, 2026
Prairiewood Capital, LLC History Reduced 8,478 1,624 0.5% 0.56% 1053 -365 -4.13% Q4 2025 Jan 26, 2026
Argent Trust Co History Added to 8,476 1,623 0.06% 0.05% 1054 +387 4.78% Q4 2025 Feb 10, 2026
Golden State Equity Partners History Added to 8,412 1,611 0.26% 0.24% 1055 +818 10.77% Q4 2025 Jan 29, 2026
Saxony Capital Management, LLC History Added to 8,320 1,593 0.98% 0.7% 1056 +2,736 49.0% Q4 2025 Jan 15, 2026
Patten Group, Inc. History Reduced 8,307 1,591 0.29% 0.33% 1057 -618 -6.92% Q4 2025 Jan 23, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 8,293 1,588 0.07% 0.06% 1058 +532 6.85% Q4 2025 Feb 17, 2026
WESPAC Advisors, LLC History Reduced 8,284 1,586 0.86% 1.47% 1059 -5,001 -37.64% Q4 2025 Jan 14, 2026
DV Trading LLC History New 8,257 1,581 0.04% 1060 +8,257 New Q4 2025 Feb 17, 2026
Trail Ridge Investment Advisors, LLC History Added to 8,258 1,581 0.68% 0.68% 1061 +258 3.23% Q4 2025 Jan 28, 2026
Second Half Financial Partners, LLC History Reduced 8,218 1,574 0.7% 0.76% 1062 -925 -10.12% Q4 2025 Jan 26, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 8,192 1,569 0.04% 0.05% 1063 -1,917 -18.96% Q4 2025 Jan 27, 2026
Archford Capital Strategies, LLC History Reduced 8,192 1,569 0.18% 0.19% 1064 -151 -1.81% Q4 2025 Jan 15, 2026
Noble Wealth Management PBC History Reduced 8,186 1,568 0.79% 0.93% 1065 -1,044 -11.31% Q4 2025 Jan 05, 2026
Beaton Management Co. Inc. History Reduced 8,174 1,566 0.69% 0.71% 1066 -75 -0.91% Q4 2025 Feb 10, 2026
Sendero Wealth Management, LLC History New 8,164 1,563 0.17% 1067 +8,164 New Q4 2025 Jan 13, 2026
ABOUND FINANCIAL, LLC History Reduced 8,160 1,563 0.6% 0.65% 1068 -441 -5.13% Q4 2025 Feb 17, 2026
Peregrine Asset Advisers, Inc. History Reduced 8,131 1,557 0.44% 0.47% 1069 -69 -0.84% Q4 2025 Feb 02, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 8,114 1,554 0.05% 0.05% 1070 -380 -4.47% Q4 2025 Feb 11, 2026
Legacy Wealth Partners, LLC History New 8,112 1,553 0.4% 1071 +8,112 New Q4 2025 Feb 17, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 8,048 1,552 0.0% 0.0% 1072 +3,078 61.93% Q4 2025 Feb 05, 2026
Salomon & Ludwin, LLC History Reduced 7,961 1,549 0.14% 0.14% 1073 -273 -3.32% Q4 2025 Jan 28, 2026
North Star Investment Management Corp. History Added to 8,063 1,544 0.1% 0.07% 1074 +1,909 31.02% Q4 2025 Jan 30, 2026
Advisory Alpha, LLC History Added to 8,044 1,541 0.04% 0.02% 1075 +3,663 83.61% Q4 2025 Feb 06, 2026
PRIVATE CLIENT SERVICES, LLC History Reduced 8,044 1,540 0.48% 1.08% 1076 -8,989 -52.77% Q4 2025 Jan 07, 2026
FLAGSTAR ADVISORS INC History Reduced 8,031 1,538 0.51% 0.48% 1077 -230 -2.78% Q4 2025 Jan 13, 2026
American Institute for Advanced Investment Management, LLP History Reduced 8,028 1,537 0.99% 1.0% 1078 -26 -0.32% Q4 2025 Feb 04, 2026
McKinley Carter Wealth Services, Inc. History Reduced 8,003 1,533 0.09% 0.08% 1079 -265 -3.21% Q4 2025 Feb 06, 2026
Hudson Oak Wealth Advisory LLC History New 7,983 1,529 1.35% 1081 +7,983 New Q4 2025 Jan 23, 2026
PCG Wealth Advisors, LLC History Added to 7,984 1,529 0.43% 0.42% 1080 +386 5.08% Q4 2025 Feb 05, 2026
Rooted Wealth Advisors, Inc. History Added to 7,572 1,516 0.43% 0.37% 1083 +1,301 20.75% Q4 2025 Feb 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 7,918 1,516 0.05% 0.05% 1082 +66 0.84% Q4 2025 Feb 12, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 7,912 1,515 0.1% 0.12% 1084 -1,635 -17.13% Q4 2025 Feb 06, 2026
Platform Technology Partners History Added to 7,846 1,503 0.32% 0.17% 1085 +4,019 105.02% Q4 2025 Feb 13, 2026
Blue Chip Partners, LLC History Added to 7,827 1,499 0.11% 0.11% 1086 +219 2.88% Q4 2025 Feb 18, 2026
360 Financial, Inc. History Added to 7,822 1,498 0.45% 0.42% 1087 +995 14.57% Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Reduced 7,820 1,497 0.02% 0.02% 1088 -445 -5.38% Q4 2025 Jan 13, 2026
Samalin Investment Counsel, LLC History Added to 7,816 1,497 0.53% 0.5% 1089 +211 2.77% Q4 2025 Jan 30, 2026
Dupree Financial Group, LLC History Added to 7,727 1,480 0.54% 0.54% 1090 +225 3.0% Q4 2025 Jan 29, 2026
YANKCOM Partnership History No change 7,700 1,475 0.63% 0.66% 1091 0 0.0% Q4 2025 Jan 20, 2026
D.B. Root & Company, LLC History Added to 7,677 1,470 0.36% 0.29% 1092 +1,721 28.9% Q4 2025 Feb 03, 2026
Global Assets Advisory, LLC History Added to 7,674 1,470 0.42% 0.36% 1093 +1,323 20.83% Q4 2025 Feb 09, 2026
Gilman Hill Asset Management, LLC History Added to 7,671 1,469 0.23% 0.13% 1094 +3,304 75.66% Q4 2025 Jan 12, 2026
Clark Asset Management, LLC History New 7,659 1,467 0.15% 1095 +7,659 New Q4 2025 Jan 27, 2026
Ardent Capital Management, Inc. History No change 7,655 1,466 0.58% 0.62% 1096 0 0.0% Q4 2025 Feb 12, 2026
Simplicity Wealth,LLC History Reduced 7,645 1,464 0.09% 0.15% 1098 -6,426 -45.67% Q4 2025 Jan 30, 2026
Seelaus Asset Management LLC History Reduced 7,645 1,464 1.16% 1.24% 1097 -595 -7.22% Q4 2025 Feb 04, 2026
Topsail Wealth Management, LLC History Added to 7,632 1,462 0.21% 0.24% 1099 +211 2.84% Q4 2025 Feb 04, 2026
Keystone Global Partners, LLC History Reduced 7,632 1,461 0.64% 0.75% 1100 -86 -1.11% Q4 2025 Jan 14, 2026
Keebeck Wealth Management History Reduced 7,590 1,454 0.17% 0.17% 1101 -1 -0.01% Q4 2025 Feb 17, 2026
Obermeyer Wealth Partners History Added to 7,583 1,452 0.07% 0.05% 1102 +1,440 23.44% Q4 2025 Jan 29, 2026
Darwin Wealth Management, LLC History Reduced 7,582 1,452 0.45% 0.48% 1103 -342 -4.32% Q4 2025 Jan 22, 2026
Per Stirling Capital Management, LLC. History Added to 7,570 1,450 0.16% 0.15% 1104 +1,160 18.1% Q4 2025 Feb 17, 2026
August Group Capital Ltd History New 7,518 1,440 1.6% 1105 +7,518 New Q4 2025 Feb 12, 2026
Bawa N Mallick Trust History Added to 7,517 1,439 0.53% 0.54% 1106 +6 0.08% Q4 2025 Mar 12, 2026
CAPITAL MANAGEMENT ASSOCIATES /NY/ History No change 7,500 1,436 2.11% 2.12% 1107 0 0.0% Q4 2025 Feb 09, 2026
Oliver Luxxe Assets LLC History Added to 7,487 1,434 0.22% 0.2% 1108 +693 10.2% Q4 2025 Jan 08, 2026
Rockbridge Investment Management, LCC History Added to 7,291 1,396 0.13% 0.13% 1109 +107 1.49% Q4 2025 Feb 04, 2026
Onyx Bridge Wealth Group LLC History Added to 7,218 1,382 0.15% 0.15% 1110 +76 1.06% Q4 2025 Feb 18, 2026
Archer Investment Management, LLC History Reduced 7,191 1,377 0.74% 1.34% 1111 -4,310 -37.48% Q4 2025 Jan 12, 2026
Madden Advisory Services, Inc. History Added to 7,185 1,376 0.55% 0.5% 1112 +320 4.66% Q4 2025 Feb 11, 2026
Strathmore Capital Advisors, Inc. History Reduced 7,170 1,373 0.45% 0.61% 1114 -656 -8.38% Q4 2025 Feb 13, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 7,169 1,373 0.18% 0.17% 1113 +209 3.0% Q4 2025 Jan 12, 2026
Marks Group Wealth Management, Inc History Reduced 7,145 1,368 0.13% 0.13% 1115 -413 -5.46% Q4 2025 Feb 11, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 7,141 1,367 0.9% 5.05% 1116 -34,492 -82.85% Q4 2025 Feb 10, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 7,097 1,359 0.01% 0.01% 1117 -385 -5.15% Q4 2025 Jan 14, 2026
Ocean Park Asset Management, LLC History Reduced 7,086 1,357 0.06% 0.06% 1118 -375 -5.03% Q4 2025 Jan 15, 2026
Covenant Asset Management, LLC History Added to 7,068 1,353 0.16% 0.15% 1119 +181 2.63% Q4 2025 Jan 30, 2026
LOM Asset Management Ltd History No change 7,040 1,348 0.39% 0.41% 1120 0 0.0% Q4 2025 Jan 23, 2026
Alpha Cubed Investments, LLC History Reduced 7,033 1,347 0.05% 0.05% 1121 -246 -3.38% Q4 2025 Feb 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 7,013 1,343 0.0% 1122 +7,013 New Q4 2025 Feb 13, 2026
Alliance Wealth Management Group History No change 6,989 1,338 0.29% 0.29% 1123 0 0.0% Q4 2025 Jan 21, 2026
Towercrest Capital Management History No change 6,989 1,338 0.21% 0.21% 1124 0 0.0% Q4 2025 Jan 21, 2026
ANCHYRA PARTNERS LLC History New 6,972 1,335 0.41% 1125 +6,972 New Q4 2025 Jan 29, 2026
Rossmore Private Capital History Added to 6,945 1,330 0.12% 0.14% 1126 +228 3.39% Q4 2025 Feb 05, 2026
SageView Advisory Group, LLC History Added to 6,907 1,323 0.04% 0.04% 1127 +405 6.23% Q4 2025 Feb 17, 2026
Peak Retirement Planning, Inc. History Added to 6,903 1,322 0.31% 0.27% 1129 +1,830 36.07% Q4 2025 Feb 10, 2026
AM INVESTMENT STRATEGIES LLC History Added to 6,899 1,322 0.27% 0.27% 1128 +464 7.21% Q4 2025 Feb 05, 2026
Vertex Planning Partners, LLC History Reduced 6,821 1,306 0.3% 0.25% 1130 -143 -2.05% Q4 2025 Feb 17, 2026
Colter Lewis Investment Partners LLC History New 6,811 1,304 1.51% 1132 +6,811 New Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History Reduced 6,808 1,304 0.16% 0.18% 1131 -538 -7.32% Q4 2025 Jan 20, 2026
Sharp Wealth Advisory, LLC History Added to 6,785 1,299 0.65% 0.67% 1133 +327 5.06% Q4 2025 Jan 16, 2026
RDA Financial Network History Reduced 6,774 1,297 0.31% 0.32% 1134 -115 -1.67% Q4 2025 Jan 06, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 6,760 1,294 0.15% 0.15% 1135 0 0.0% Q4 2025 Jan 22, 2026
Ballast Rock Private Wealth LLC History New 6,749 1,292 0.81% 1136 +6,749 New Q4 2025 Feb 04, 2026
Quadcap Wealth Management, LLC History Reduced 6,734 1,289 0.15% 0.17% 1137 -779 -10.37% Q4 2025 Jan 29, 2026
Coordinated Financial Services, Inc. History Added to 6,668 1,289 0.74% 0.74% 1138 +560 9.17% Q4 2025 Feb 09, 2026
Larry Mathis Financial Planning, LLC History New 6,726 1,288 1.14% 1140 +6,726 New Q4 2025 Mar 11, 2026
Madison Park Capital Advisors, LLC History Reduced 6,724 1,288 1.05% 1.05% 1139 -37 -0.55% Q4 2025 Jan 20, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 6,699 1,283 0.11% 0.1% 1141 -384 -5.42% Q4 2025 Feb 17, 2026
Skyview Financial Group LLC History New 6,671 1,277 1.32% 1142 +6,671 New Q4 2025 Feb 18, 2026
Russell Investments Group, Ltd. History Reduced 6,663 1,276 0.0% 0.0% 1143 -133 -1.96% Q4 2025 Feb 17, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Added to 6,660 1,275 0.27% 0.29% 1144 +741 12.52% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Added to 6,651 1,274 0.07% 0.07% 1145 +434 6.98% Q4 2025 Feb 05, 2026
Park Square Financial Group, LLC History Reduced 7,248 1,270 7.54% 7.74% 1146 -2,200 -23.29% Q4 2025 Feb 05, 2026
Wellington Shields Capital Management, LLC History Reduced 6,625 1,269 0.19% 0.21% 1147 -550 -7.67% Q4 2025 Feb 09, 2026
Avant Capital LLC History Reduced 6,601 1,264 0.87% 0.89% 1148 -106 -1.58% Q4 2025 Feb 13, 2026
Syverson Strege & Co History No change 6,597 1,263 0.3% 0.3% 1149 0 0.0% Q4 2025 Feb 09, 2026
Insight Advisors, LLC/ PA History Added to 6,592 1,262 0.19% 0.19% 1150 +6 0.09% Q4 2025 Feb 11, 2026
Legacy Wealth Management, LLC / MS History Added to 6,563 1,257 0.34% 0.33% 1151 +847 14.82% Q4 2025 Jan 05, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History Added to 6,547 1,254 0.84% 0.76% 1152 +725 12.45% Q4 2025 Feb 10, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Added to 6,544 1,253 0.54% 0.34% 1153 +2,500 61.82% Q4 2025 Feb 02, 2026
BARRETT & COMPANY, INC. History Added to 6,539 1,252 0.42% 0.42% 1154 +41 0.63% Q4 2025 Jan 28, 2026
Penobscot Investment Management Company, Inc. History Added to 6,519 1,248 0.09% 0.09% 1155 +536 8.96% Q4 2025 Jan 27, 2026
Intellus Advisors LLC History Added to 6,489 1,243 0.16% 0.16% 1156 +409 6.73% Q4 2025 Feb 06, 2026
Provenance Wealth Advisors, LLC History No change 6,493 1,243 0.14% 0.16% 1157 0 0.0% Q4 2025 Jan 26, 2026
Sharkey, Howes & Javer History Reduced 6,485 1,242 0.16% 0.17% 1158 -517 -7.38% Q4 2025 Jan 13, 2026
CALTON & ASSOCIATES, INC. History Added to 6,474 1,240 0.18% 0.18% 1159 +177 2.81% Q4 2025 Feb 10, 2026
Excelsior Advisor Network LLC History New 6,472 1,239 0.6% 1160 +6,472 New Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 6,463 1,238 0.24% 0.25% 1161 0 0.0% Q4 2025 Feb 11, 2026
Financial Advisory Corp History Reduced 6,453 1,236 0.18% 0.18% 1162 -51 -0.78% Q4 2025 Jan 27, 2026
JGP Wealth Management, LLC History Added to 6,434 1,232 0.13% 0.14% 1163 +31 0.48% Q4 2025 Jan 12, 2026
Stephens Consulting, LLC History No change 6,413 1,228 0.4% 0.42% 1164 0 0.0% Q4 2025 Jan 13, 2026
WADDELL & ASSOCIATES, LLC History No change 6,391 1,224 0.08% 0.1% 1165 0 0.0% Q4 2025 Feb 11, 2026
JMAC ENTERPRISES LLC History Reduced 6,373 1,220 0.23% 0.24% 1166 -16 -0.25% Q4 2025 Jan 21, 2026
BOSTON RESEARCH & MANAGEMENT INC History Added to 6,312 1,209 0.28% 0.13% 1167 +3,127 98.18% Q4 2025 Feb 11, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 6,290 1,204 0.25% 0.18% 1168 +2,250 55.69% Q4 2025 Feb 10, 2026
Forum Financial Management, LP History Added to 6,266 1,200 0.02% 0.02% 1169 +96 1.56% Q4 2025 Jan 27, 2026
Opulen Financial Group LLC History Added to 6,259 1,198 0.87% 0.9% 1170 +25 0.4% Q4 2025 Feb 10, 2026
Violich Capital Management, Inc. History No change 6,250 1,197 0.13% 0.14% 1171 0 0.0% Q4 2025 Feb 03, 2026
Elmwood Wealth Management, Inc. History Added to 6,245 1,196 0.38% 0.31% 1172 +1,629 35.29% Q4 2025 Jan 08, 2026
HHM Wealth Advisors, LLC History No change 6,238 1,194 0.14% 0.14% 1173 0 0.0% Q4 2025 Jan 22, 2026
Goodman Financial Corp History Reduced 6,216 1,190 0.23% 5.82% 1174 -151,323 -96.05% Q4 2025 Jan 08, 2026
Exit Wealth Advisors, LLC. History Reduced 6,216 1,190 0.7% 1.95% 1175 -9,228 -59.75% Q4 2025 Feb 10, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 6,208 1,189 0.02% 0.02% 1176 +927 17.55% Q4 2025 Feb 06, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 6,106 1,169 0.04% 0.04% 1177 -65 -1.05% Q4 2025 Feb 13, 2026
Sentry LLC History No change 6,098 1,168 0.32% 0.29% 1178 0 0.0% Q4 2025 Jan 16, 2026
Carrera Capital Advisors History Added to 6,095 1,167 0.2% 0.2% 1179 +153 2.57% Q4 2025 Jan 30, 2026
Perkins Coie Trust Co History No change 6,083 1,165 0.22% 0.22% 1180 0 0.0% Q4 2025 Jan 12, 2026
Colorado Capital Management, Inc. History No change 6,074 1,164 0.44% 0.45% 1181 0 0.0% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History Added to 6,073 1,163 0.02% 0.03% 1182 +1,855 43.98% Q4 2025 Feb 12, 2026
Axecap Investments, LLC History Added to 6,070 1,162 0.72% 0.66% 1183 +438 7.78% Q4 2025 Jan 29, 2026
Mascagni Wealth Management, Inc. History Reduced 6,062 1,161 0.87% 0.91% 1184 -138 -2.23% Q4 2025 Feb 11, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 6,048 1,158 0.11% 0.14% 1185 -1,126 -15.7% Q4 2025 Jan 20, 2026
Advyzon Investment Management, LLC History New 6,041 1,157 0.13% 1186 +6,041 New Q4 2025 Feb 13, 2026
High Point Wealth Management, LLC History New 6,020 1,153 1.08% 1188 +6,020 New Q4 2025 Jan 29, 2026
1832 Asset Management L.P. History No change 6,020 1,153 0.0% 0.0% 1187 0 0.0% Q4 2025 Feb 13, 2026
Aries Wealth Management History No change 6,008 1,150 0.25% 0.27% 1189 0 0.0% Q4 2025 Jan 30, 2026
DLD Asset Management, LP History New 6,000 1,149 0.08% 1191 +6,000 New Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 6,001 1,149 0.0% 0.0% 1190 0 0.0% Q4 2025 Feb 02, 2026
Flagship Private Wealth, LLC History Added to 6,941 1,148 0.45% 0.42% 1192 +1,383 24.88% Q4 2025 Feb 04, 2026
LATHROP INVESTMENT MANAGEMENT CO History Reduced 5,984 1,146 0.21% 0.21% 1193 -11 -0.18% Q4 2025 Feb 09, 2026
Hassell Wealth Management, LLC History No change 5,759 1,146 0.38% 0.38% 1194 0 0.0% Q4 2025 Jan 26, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 5,667 1,146 0.83% 0.8% 1195 0 0.0% Q4 2025 Feb 10, 2026
Retirement Investment Advisors, Inc. History No change 5,980 1,145 0.09% 0.09% 1196 0 0.0% Q4 2025 Jan 21, 2026
Chemistry Wealth Management LLC History No change 5,943 1,138 0.21% 0.22% 1197 0 0.0% Q4 2025 Jan 06, 2026
YARGER WEALTH STRATEGIES, LLC History Added to 5,938 1,137 0.49% 0.51% 1198 +24 0.41% Q4 2025 Jan 22, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 5,920 1,134 0.12% 0.08% 1199 +2,097 54.85% Q4 2025 Jan 20, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 5,918 1,133 0.01% 0.01% 1200 -36 -0.6% Q4 2025 Feb 17, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 5,899 1,129 0.25% 0.28% 1201 -227 -3.71% Q4 2025 Jan 09, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 5,889 1,128 0.19% 0.2% 1202 -92 -1.54% Q4 2025 Feb 10, 2026
JMG Financial Group, Ltd. History No change 5,877 1,125 0.03% 0.03% 1203 0 0.0% Q4 2025 Feb 10, 2026
Phraction Management LLC History No change 5,858 1,122 0.3% 0.32% 1204 0 0.0% Q4 2025 Jan 26, 2026
Arrowroot Family Office, LLC History Reduced 5,846 1,119 0.41% 0.46% 1205 -276 -4.51% Q4 2025 Feb 11, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 5,779 1,107 0.17% 0.18% 1206 -60 -1.03% Q4 2025 Feb 06, 2026
Howard Capital Management Group, LLC History No change 5,767 1,104 0.07% 0.07% 1207 0 0.0% Q4 2025 Jan 16, 2026
Segment Wealth Management, LLC History Added to 5,760 1,103 0.06% 0.04% 1208 +1,810 45.82% Q4 2025 Jan 29, 2026
MARQUETTE ASSOCIATES, INC. History New 5,740 1,099 1.41% 1210 +5,740 New Q4 2025 Feb 17, 2026
GRANDFIELD & DODD, LLC History Added to 5,738 1,099 0.06% 0.05% 1209 +1,458 34.07% Q4 2025 Feb 10, 2026
Twelve Points Wealth Management LLC History Reduced 5,549 1,096 0.25% 0.34% 1211 -1,624 -22.64% Q4 2025 Jan 23, 2026
Pictet North America Advisors SA History No change 5,690 1,089 0.1% 0.1% 1212 0 0.0% Q4 2025 Jan 16, 2026
Boothe Investment Group, Inc. History Reduced 5,677 1,087 0.39% 0.44% 1213 -616 -9.79% Q4 2025 Feb 03, 2026
MONARCH CAPITAL MANAGEMENT INC History Added to 5,662 1,084 0.27% 0.22% 1214 +1,035 22.37% Q4 2025 Jan 23, 2026
Del-Sette Capital Management, LLC History Added to 5,664 1,084 0.67% 0.67% 1215 +7 0.12% Q4 2025 Feb 02, 2026
JT Stratford LLC History Added to 5,658 1,083 0.14% 0.09% 1216 +2,280 67.5% Q4 2025 Feb 12, 2026
MGO Private Wealth, LLC History Reduced 5,643 1,080 0.67% 0.67% 1217 -292 -4.92% Q4 2025 Feb 10, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 5,634 1,079 0.57% 1218 +5,634 New Q4 2025 Feb 23, 2026
JFS WEALTH ADVISORS, LLC History No change 5,617 1,075 0.06% 0.06% 1219 0 0.0% Q4 2025 Jan 14, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 5,609 1,074 0.03% 0.03% 1220 -22 -0.39% Q4 2025 Feb 13, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 5,597 1,072 0.02% 0.05% 1221 -6,707 -54.51% Q4 2025 Jan 07, 2026
TFB Advisors LLC History Added to 5,592 1,071 0.3% 0.3% 1222 +78 1.41% Q4 2025 Feb 13, 2026
Cascade Financial Partners, LLC History No change 5,589 1,070 0.11% 0.12% 1223 0 0.0% Q4 2025 Feb 06, 2026
Autumn Glory Partners, LLC History No change 5,579 1,068 0.37% 0.43% 1224 0 0.0% Q4 2025 Jan 27, 2026
Vantus Wealth LLC History New 5,571 1,067 0.79% 1227 +5,571 New Q4 2025 Feb 10, 2026
Grantvest Financial Group LLC History Reduced 5,573 1,067 0.68% 0.83% 1226 -766 -12.08% Q4 2025 Feb 02, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 5,570 1,067 0.02% 0.02% 1225 -361 -6.09% Q4 2025 Jan 23, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 5,382 1,064 0.05% 0.05% 1228 +361 7.19% Q4 2025 Feb 03, 2026
Baldwin Investment Management, LLC History Reduced 5,536 1,060 0.12% 0.12% 1229 -86 -1.53% Q4 2025 Feb 13, 2026
HT Partners LLC History No change 5,523 1,057 0.31% 0.32% 1230 0 0.0% Q4 2025 Jan 21, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 5,445 1,043 0.19% 0.18% 1231 -11 -0.2% Q4 2025 Jan 14, 2026
MERITAGE PORTFOLIO MANAGEMENT History Added to 5,428 1,039 0.07% 0.02% 1232 +3,751 223.67% Q4 2025 Jan 27, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 5,419 1,038 0.19% 0.17% 1233 0 0.0% Q4 2025 Feb 12, 2026
Abbot Financial Management, Inc. History Reduced 5,417 1,037 0.43% 0.46% 1234 -249 -4.39% Q4 2025 Feb 13, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History No change 5,412 1,036 0.02% 0.02% 1235 0 0.0% Q4 2025 Feb 17, 2026
Summit Wealth Partners, LLC History Added to 5,407 1,035 0.19% 0.18% 1236 +108 2.04% Q4 2025 Jan 27, 2026
NVWM, LLC History No change 5,400 1,034 0.22% 0.23% 1237 0 0.0% Q4 2025 Jan 20, 2026
EVERETT HARRIS & CO /CA/ History Added to 5,394 1,033 0.01% 0.01% 1238 +372 7.41% Q4 2025 Feb 11, 2026
Diligent Investors, LLC History Reduced 5,393 1,032 0.25% 0.28% 1239 -404 -6.97% Q4 2025 Jan 23, 2026
CULBERTSON A N & CO INC History No change 5,371 1,028 0.14% 0.14% 1240 0 0.0% Q4 2025 Jan 21, 2026
SteelPeak Wealth, LLC History Reduced 5,358 1,026 0.03% 0.09% 1241 -8,797 -62.15% Q4 2025 Jan 20, 2026
MGB Wealth Management, LLC History No change 5,346 1,024 0.29% 0.29% 1242 0 0.0% Q4 2025 Feb 17, 2026
Ameritas Advisory Services, LLC History Reduced 5,341 1,023 0.04% 0.11% 1243 -3,725 -41.09% Q4 2025 Feb 04, 2026
Atlas Brown,Inc. History Added to 5,332 1,021 0.3% 0.26% 1244 +605 12.8% Q4 2025 Jan 09, 2026
Argent Advisors, Inc. History Reduced 5,316 1,018 0.28% 3.21% 1245 -52,145 -90.75% Q4 2025 Feb 11, 2026
Perennial Investment Advisors, LLC History Reduced 5,294 1,014 0.08% 0.09% 1246 -656 -11.03% Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History Added to 5,277 1,010 0.18% 0.26% 1247 +1,070 25.43% Q4 2025 Jan 26, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Added to 5,271 1,009 0.16% 0.16% 1248 +87 1.68% Q4 2025 Feb 02, 2026
Cambridge Advisors Inc. History Reduced 5,264 1,008 0.19% 0.22% 1249 -757 -12.57% Q4 2025 Jan 21, 2026
HBW ADVISORY SERVICES LLC History Added to 5,239 1,003 0.11% 0.11% 1250 +270 5.43% Q4 2025 Jan 23, 2026
First City Capital Management, Inc. History Added to 5,221 1,000 0.53% 0.41% 1251 +1,198 29.78% Q4 2025 Jan 14, 2026
Odyssey Capital Advisors, Inc. History New 5,215 998 0.89% 1252 +5,215 New Q4 2025 Feb 05, 2026
HARBOR ADVISORY CORP /MA/ History No change 5,205 997 0.3% 0.29% 1253 0 0.0% Q4 2025 Feb 06, 2026
Davies Financial Advisors, Inc. History Reduced 5,193 994 1.84% 0.93% 1254 -850 -14.07% Q4 2025 Jan 27, 2026
Bay Capital Advisors, LLC History Reduced 5,160 988 0.6% 0.66% 1255 -208 -3.87% Q4 2025 Jan 16, 2026
Intrua Financial, LLC History Added to 5,117 980 0.1% 0.08% 1256 +1,009 24.56% Q4 2025 Feb 05, 2026
Gen-Wealth Partners Inc History No change 5,110 978 0.31% 0.33% 1257 0 0.0% Q4 2025 Feb 13, 2026
Clientfirst Wealth Management, LLC History No change 5,096 976 0.78% 0.77% 1258 0 0.0% Q4 2025 Feb 06, 2026
ALTERNA WEALTH MANAGEMENT, INC History Added to 5,093 975 0.81% 0.77% 1259 +148 2.99% Q4 2025 Jan 23, 2026
Private Wealth Asset Management, LLC History Reduced 5,085 974 0.11% 0.13% 1260 -894 -14.95% Q4 2025 Feb 10, 2026
Wealth Advisors of Tampa Bay, LLC History Added to 5,056 968 0.33% 0.31% 1261 +156 3.18% Q4 2025 Feb 09, 2026
Vise Technologies, Inc. History Added to 5,051 967 0.02% 0.01% 1262 +2,983 144.25% Q4 2025 Feb 11, 2026
SHEPHERD KAPLAN KROCHUK, LLC History New 5,040 965 0.8% 1263 +5,040 New Q4 2025 Feb 13, 2026
Wealthspire Retirement, LLC History Added to 5,036 964 0.06% 0.06% 1264 +12 0.24% Q4 2025 Feb 18, 2026
Retirement Planning Group, LLC History Reduced 5,015 960 0.03% 0.04% 1265 -324 -6.07% Q4 2025 Feb 03, 2026
GSG Advisors LLC History Reduced 5,011 959 0.25% 0.26% 1266 -165 -3.19% Q4 2025 Jan 08, 2026
Global Endowment Management, LP History No change 5,000 958 0.12% 0.12% 1267 0 0.0% Q4 2025 Feb 13, 2026
Advanced Portfolio Management, LLC History New 5,000 957 2.92% 1269 +5,000 New Q4 2025 Feb 17, 2026
Lighthouse Investment Partners, LLC History Reduced 5,000 957 0.03% 0.04% 1268 -1,853 -27.04% Q4 2025 Feb 17, 2026
Old North State Trust, LLC History New 4,985 955 0.56% 1270 +4,985 New Q4 2025 Mar 24, 2026
Ted Buchan & Co History Added to 4,989 955 0.35% 0.16% 1271 +2,841 132.26% Q4 2025 Feb 11, 2026
J.Safra Asset Management Corp History No change 4,965 951 0.05% 0.06% 1272 0 0.0% Q4 2025 Feb 11, 2026
STABLEFORD CAPITAL II LLC History New 4,936 945 0.34% 1273 +4,936 New Q4 2025 Jan 13, 2026
Sovran Advisors, LLC History Added to 4,717 941 0.08% 0.06% 1274 +1,229 35.24% Q4 2025 Jan 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 4,900 938 0.04% 0.05% 1275 0 0.0% Q4 2025 Feb 11, 2026
Aznar Financial Advisors, LLC History New 4,888 936 0.9% 1277 +4,888 New Q4 2025 Feb 19, 2026
Pasadena Private Wealth, LLC History No change 4,890 936 0.13% 0.13% 1276 0 0.0% Q4 2025 Feb 10, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 4,879 934 0.03% 0.03% 1278 +225 4.83% Q4 2025 Jan 12, 2026
First Heartland Consultants, Inc. History Reduced 4,877 934 0.07% 0.08% 1279 -86 -1.73% Q4 2025 Jan 09, 2026
Disciplined Investors, L.L.C. History Added to 4,865 931 0.61% 0.66% 1280 +4 0.08% Q4 2025 Feb 10, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Reduced 4,845 928 0.42% 0.45% 1281 -116 -2.34% Q4 2025 Jan 28, 2026
Concentric Capital Strategies, LP History Reduced 4,839 926 0.04% 0.09% 1282 -6,078 -55.67% Q4 2025 Feb 17, 2026
Massachusetts Wealth Management History Added to 4,824 924 0.43% 0.44% 1284 +105 2.23% Q4 2025 Jan 26, 2026
VAN DEN BERG MANAGEMENT I, INC History Added to 4,825 924 0.21% 0.23% 1283 +15 0.31% Q4 2025 Feb 17, 2026
Cooksen Wealth, LLC History Added to 4,822 923 0.68% 0.68% 1285 +36 0.75% Q4 2025 Jan 20, 2026
Cornerstone Advisory, LLC History Added to 4,810 921 0.09% 0.09% 1286 +136 2.91% Q4 2025 Jan 28, 2026
Total Clarity Wealth Management, Inc. History Added to 4,789 917 0.22% 0.23% 1287 +128 2.75% Q4 2025 Feb 02, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 4,786 916 0.1% 0.06% 1288 +1,715 55.85% Q4 2025 Jan 28, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 4,780 915 0.01% 0.01% 1289 -83 -1.71% Q4 2025 Jan 22, 2026
Atwater Malick LLC History Added to 4,769 913 0.25% 0.23% 1290 +619 14.92% Q4 2025 Jan 23, 2026
HORAN Wealth, LLC History Added to 4,770 913 0.14% 0.14% 1291 +56 1.19% Q4 2025 Feb 04, 2026
Northstar Advisory Group, LLC History New 4,759 911 0.32% 1292 +4,759 New Q4 2025 Jan 15, 2026
BANQUE PICTET & CIE SA History Reduced 4,755 910 0.01% 0.01% 1294 -2,350 -33.08% Q4 2025 Jan 16, 2026
Boston Trust Walden Corp History Reduced 4,754 910 0.01% 0.01% 1293 -196 -3.96% Q4 2025 Jan 28, 2026
Corecam AG History New 4,750 909 0.89% 1296 +4,750 New Q4 2025 Feb 18, 2026
GAMMA Investing LLC History Added to 4,746 909 0.05% 0.05% 1295 +231 5.12% Q4 2025 Jan 05, 2026
Moran Wealth Management, LLC History Reduced 4,730 906 0.03% 0.47% 1297 -77,527 -94.25% Q4 2025 Jan 26, 2026
Sandbox Financial Partners, LLC History Reduced 4,728 905 0.25% 0.32% 1298 -1,155 -19.63% Q4 2025 Jan 07, 2026
Greenfield Savings Bank History Reduced 4,720 904 0.38% 0.39% 1299 -163 -3.34% Q4 2025 Feb 02, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 4,718 903 0.03% 0.12% 1300 -9,289 -66.32% Q4 2025 Feb 09, 2026
Crescent Grove Advisors, LLC History Added to 4,683 897 0.08% 0.08% 1301 +125 2.74% Q4 2025 Feb 11, 2026
MMA ASSET MANAGEMENT LLC History Reduced 4,673 895 0.32% 0.3% 1302 -87 -1.83% Q4 2025 Feb 03, 2026
Synergy Asset Management, LLC History New 4,662 893 0.09% 1303 +4,662 New Q4 2025 Jan 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 4,664 893 0.26% 0.24% 1304 +503 12.09% Q4 2025 Feb 11, 2026
Abound Wealth Management History Added to 4,661 892 0.21% 0.19% 1305 +636 15.8% Q4 2025 Jan 12, 2026
CATHY PARETO & ASSOCIATES, INC History Reduced 4,645 889 0.62% 0.69% 1306 -196 -4.05% Q4 2025 Jan 23, 2026
Cedar Wealth Management, LLC History No change 4,639 888 0.27% 0.27% 1307 0 0.0% Q4 2025 Feb 06, 2026
LEIGH BALDWIN & CO., LLC History Reduced 4,631 887 0.58% 0.62% 1308 -1,203 -20.62% Q4 2025 Feb 12, 2026
Smithfield Trust Co History Added to 4,620 887 0.04% 0.04% 1309 +397 9.4% Q4 2025 Feb 09, 2026
EHRLICH FINANCIAL GROUP History Reduced 4,621 885 0.5% 0.54% 1311 -153 -3.2% Q4 2025 Jan 06, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History Reduced 4,623 885 0.31% 0.32% 1310 -103 -2.18% Q4 2025 Jan 21, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 4,615 884 0.07% 0.07% 1312 +320 7.45% Q4 2025 Feb 09, 2026
NICOLET BANKSHARES INC History Added to 4,610 883 0.14% 0.13% 1313 +185 4.18% Q4 2025 Feb 09, 2026
Shoker Investment Counsel, Inc. History Added to 4,601 881 0.26% 0.26% 1314 +17 0.37% Q4 2025 Feb 04, 2026
Keudell/Morrison Wealth Management History New 4,584 878 0.18% 1315 +4,584 New Q4 2025 Feb 06, 2026
FIFTH THIRD SECURITIES, INC. History New 4,573 876 0.06% 1316 +4,573 New Q4 2025 Jan 23, 2026
Lafayette Investments, Inc. History Added to 4,571 875 0.17% 0.14% 1317 +739 19.28% Q4 2025 Feb 04, 2026
Key Client Fiduciary Advisors, LLC History Added to 4,499 861 0.29% 0.27% 1319 +163 3.76% Q4 2025 Jan 28, 2026
Bluesphere Advisors LLC History No change 4,497 861 0.38% 0.39% 1318 0 0.0% Q4 2025 Jan 21, 2026
Allie Family Office LLC History Added to 4,485 859 0.4% 0.36% 1320 +485 12.13% Q4 2025 Feb 13, 2026
Madison Asset Management, LLC History New 4,477 857 0.01% 1321 +4,477 New Q4 2025 Feb 04, 2026
IFG Advisory, LLC History Reduced 4,479 857 0.04% 0.05% 1322 -805 -15.23% Q4 2025 Feb 10, 2026
AMG National Trust Bank History New 4,464 855 0.02% 1323 +4,464 New Q4 2025 Jan 30, 2026
Glenview Trust Co History Added to 4,466 855 0.01% 0.01% 1324 +69 1.57% Q4 2025 Feb 09, 2026
INVESTED ADVISORS History New 4,451 852 0.88% 1327 +4,451 New Q4 2025 Jan 26, 2026
Austin Asset Management Co Inc History Added to 4,451 852 0.14% 0.15% 1326 +80 1.83% Q4 2025 Feb 04, 2026
CSM Advisors, LLC History No change 4,450 852 0.02% 0.02% 1325 0 0.0% Q4 2025 Feb 11, 2026
SFMG, LLC History Added to 4,444 851 0.06% 0.03% 1328 +2,425 120.11% Q4 2025 Feb 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 4,442 850 0.09% 0.1% 1329 +83 1.9% Q4 2025 Feb 13, 2026
Thrive Capital Management, LLC History Added to 4,409 844 0.19% 0.17% 1330 +905 25.83% Q4 2025 Feb 09, 2026
Crossmark Global Holdings, Inc. History Reduced 4,405 843 0.01% 0.01% 1331 -546 -11.03% Q4 2025 Feb 03, 2026
Canvas Wealth Advisors, LLC History Reduced 4,368 836 0.14% 0.15% 1332 -20 -0.46% Q4 2025 Jan 12, 2026
SCHARF INVESTMENTS, LLC History New 4,342 831 0.02% 1333 +4,342 New Q4 2025 Jan 15, 2026
SFM, LLC History Added to 4,329 829 0.49% 0.36% 1334 +1,034 31.38% Q4 2025 Jan 23, 2026
COLLECTIVE FAMILY OFFICE LLC History Reduced 4,324 828 0.19% 0.28% 1335 -1,773 -29.08% Q4 2025 Jan 06, 2026
Comprehensive Financial Planning, Inc./PA History Added to 4,279 819 0.54% 0.55% 1336 +76 1.81% Q4 2025 Feb 11, 2026
BCS Wealth Management History Added to 4,262 816 0.08% 0.09% 1337 +2,131 100.0% Q4 2025 Jan 26, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 4,260 816 0.32% 0.38% 1338 -754 -15.04% Q4 2025 Jan 30, 2026
RAINIER FAMILY WEALTH INC History Reduced 4,197 803 0.61% 0.73% 1339 -100 -2.33% Q4 2025 Jan 20, 2026
Briggs Wealth Management, Inc History New 4,154 795 0.85% 1340 +4,154 New Q4 2025 Feb 19, 2026
MEMBERS WEALTH LLC History Reduced 3,977 792 0.5% 0.53% 1341 -442 -10.0% Q4 2025 Jan 28, 2026
Greenland Capital Management LP History New 4,097 784 0.08% 1342 +4,097 New Q4 2025 Feb 17, 2026
Morton Capital Management LLC/CA History No change 4,090 783 0.12% 0.13% 1343 0 0.0% Q4 2025 Feb 03, 2026
Icon Wealth Advisors, LLC History Reduced 4,084 782 0.05% 0.05% 1344 -10 -0.24% Q4 2025 Feb 13, 2026
Foguth Wealth Management, LLC. History New 4,050 781 0.12% 1346 +4,050 New Q4 2025 Jan 05, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 4,080 781 0.28% 0.27% 1345 +110 2.77% Q4 2025 Jan 09, 2026
Fiscal Wisdom Wealth Management, LLC History Added to 4,080 781 0.74% 0.72% 1347 +90 2.26% Q4 2025 Jan 27, 2026
TRUST CO OF VERMONT History Added to 4,073 780 0.03% 0.02% 1348 +1,069 35.59% Q4 2025 Jan 16, 2026
WEALTH ALLIANCE, LLC History Reduced 4,075 780 0.08% 0.08% 1349 -22 -0.54% Q4 2025 Feb 13, 2026
Rench Wealth Management, Inc. History Reduced 4,071 779 0.22% 0.27% 1350 -795 -16.34% Q4 2025 Feb 12, 2026
Monte Financial Group, LLC History Added to 4,065 778 0.29% 0.26% 1351 +380 10.31% Q4 2025 Jan 22, 2026
Dale Q Rice Investment Management Ltd History Reduced 4,055 776 0.56% 0.6% 1352 -421 -9.41% Q4 2025 Jan 30, 2026
Journey Advisory Group, LLC History Reduced 4,047 775 0.07% 0.06% 1354 -230 -5.38% Q4 2025 Jan 27, 2026
Trinity Wealth Management, LLC History Added to 4,046 775 0.29% 0.27% 1353 +193 5.01% Q4 2025 Jan 15, 2026
TSG Advice Partners, LLC History New 4,004 767 0.12% 1355 +4,004 New Q4 2025 Feb 17, 2026
Tennessee Valley Asset Management Partners History Reduced 3,999 766 0.1% 0.11% 1356 -99 -2.42% Q4 2025 Feb 05, 2026
Meriwether Wealth & Planning, LLC History No change 4,000 766 0.43% 0.44% 1357 0 0.0% Q4 2025 Jan 14, 2026
Fisher Asset Management, LLC History Added to 3,976 761 0.0% 0.0% 1358 +1,820 84.42% Q4 2025 Feb 09, 2026
CORA CAPITAL ADVISORS LLC History Reduced 3,970 760 0.3% 0.36% 1359 -550 -12.17% Q4 2025 Jan 28, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History Added to 3,823 759 0.46% 0.41% 1361 +116 3.13% Q4 2025 Feb 13, 2026
Weaver Consulting Group History No change 3,966 759 0.19% 0.19% 1360 0 0.0% Q4 2025 Feb 10, 2026
Triad Wealth Partners, LLC History Added to 3,959 758 0.07% 0.06% 1362 +1,374 53.15% Q4 2025 Jan 22, 2026
BFSG, LLC History Added to 3,952 757 0.07% 0.06% 1363 +835 26.79% Q4 2025 Jan 22, 2026
Register Financial Advisors LLC History Added to 3,945 755 0.29% 0.28% 1364 +235 6.33% Q4 2025 Jan 21, 2026
Prepared Retirement Institute LLC History Reduced 3,923 751 0.38% 0.55% 1365 -1,674 -29.91% Q4 2025 Jan 29, 2026
WealthTrust Axiom LLC History Added to 3,917 750 0.19% 0.2% 1366 +34 0.88% Q4 2025 Feb 13, 2026
Tyche Wealth Partners LLC History Added to 3,909 748 0.12% 0.11% 1368 +466 13.53% Q4 2025 Jan 23, 2026
Retirement Planning Co of New England, Inc. History Added to 3,906 748 0.3% 0.28% 1367 +230 6.26% Q4 2025 Jan 28, 2026
Beck Bode, LLC History Added to 3,892 745 0.12% 0.12% 1369 +41 1.06% Q4 2025 Feb 09, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 3,886 744 0.26% 1370 +3,886 New Q4 2025 Jan 20, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 3,888 744 0.16% 0.33% 1371 -3,687 -48.67% Q4 2025 Jan 20, 2026
Duncan Williams Asset Management, LLC History Added to 3,705 742 0.18% 0.19% 1373 +62 1.7% Q4 2025 Feb 05, 2026
Chicago Wealth Management, Inc. History Reduced 3,874 742 0.3% 0.33% 1372 -60 -1.53% Q4 2025 Feb 17, 2026
Aspire Growth Partners LLC History Added to 3,876 742 0.52% 0.54% 1374 +13 0.34% Q4 2025 Feb 05, 2026
VISTA INVESTMENT MANAGEMENT History Added to 3,873 741 0.24% 0.25% 1375 +48 1.25% Q4 2025 Feb 17, 2026
Capitol Family Office, Inc. History Reduced 3,865 740 0.87% 1.22% 1376 -1,457 -27.38% Q4 2025 Jan 26, 2026
ASSOCIATED BANC-CORP History Added to 3,859 739 0.02% 0.02% 1377 +15 0.39% Q4 2025 Feb 06, 2026
Westside Investment Management, Inc. History Added to 3,853 738 0.12% 0.09% 1379 +776 25.22% Q4 2025 Jan 23, 2026
Hartford Financial Management Inc. History Reduced 3,853 738 0.19% 0.2% 1378 -51 -1.31% Q4 2025 Jan 21, 2026
Sterling Capital Management LLC History Reduced 3,843 736 0.01% 0.01% 1380 -90 -2.29% Q4 2025 Feb 13, 2026
Stokes Family Office, LLC History No change 3,830 733 0.07% 0.07% 1381 0 0.0% Q4 2025 Feb 18, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 3,823 732 0.4% 0.47% 1382 -498 -11.53% Q4 2025 Jan 12, 2026
3Chopt Investment Partners, LLC History No change 3,799 727 0.16% 0.16% 1383 0 0.0% Q4 2025 Feb 10, 2026
Loudon Investment Management, LLC History Added to 3,786 725 0.38% 0.29% 1384 +850 28.95% Q4 2025 Feb 12, 2026
Serenus Wealth Advisors, LLC History Added to 3,787 725 0.14% 0.12% 1385 +126 3.44% Q4 2025 Jan 28, 2026
ASSETMARK, INC History Added to 3,764 721 0.0% 0.0% 1386 +161 4.47% Q4 2025 Jan 23, 2026
Essex Bank History No change 3,757 719 0.16% 0.16% 1387 0 0.0% Q4 2025 Feb 02, 2026
WoodTrust Financial Corp History Reduced 3,750 718 0.08% 0.09% 1388 -380 -9.2% Q4 2025 Jan 30, 2026
Unconventional Investor, LLC History Added to 3,750 718 0.34% 0.36% 1389 +2 0.05% Q4 2025 Feb 05, 2026
McLaughlin Asset Management, Inc. History New 3,737 715 0.64% 1391 +3,737 New Q4 2025 Feb 20, 2026
Bedel Financial Consulting, Inc. History Added to 3,738 715 0.08% 0.08% 1390 +459 14.0% Q4 2025 Jan 28, 2026
HARMONY ASSET MANAGEMENT LLC History Reduced 3,729 714 0.24% 0.29% 1393 -776 -17.23% Q4 2025 Feb 06, 2026
Inlet Private Wealth, LLC History Added to 3,728 714 0.17% 0.15% 1392 +157 4.4% Q4 2025 Jan 21, 2026
Opal Wealth Advisors, LLC History Added to 3,722 712 0.19% 0.17% 1394 +504 15.66% Q4 2025 Jan 26, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 3,716 711 0.47% 0.51% 1395 0 0.0% Q4 2025 Jan 07, 2026
Sequent Planning LLC History Added to 3,670 702 0.18% 0.06% 1397 +2,615 247.87% Q4 2025 Feb 05, 2026
WFA of San Diego, LLC History Added to 3,665 702 0.51% 0.46% 1396 +138 3.91% Q4 2025 Feb 17, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 3,637 696 0.11% 0.12% 1398 -48 -1.3% Q4 2025 Jan 22, 2026
Hudson Value Partners, LLC History Added to 3,609 694 0.21% 0.21% 1399 +3 0.08% Q4 2025 Jan 28, 2026
RED CRANE WEALTH MANAGEMENT, LLC History Added to 3,623 693 0.57% 0.58% 1400 +11 0.3% Q4 2025 Feb 03, 2026
FARMERS TRUST CO History No change 3,609 691 0.11% 0.12% 1401 0 0.0% Q4 2025 Jan 06, 2026
TrinityBridge Ltd History Reduced 3,600 690 0.02% 0.02% 1402 -200 -5.26% Q4 2025 Feb 10, 2026
Corecam Pte. Ltd. History Added to 3,600 689 0.36% 0.3% 1404 +600 20.0% Q4 2025 Mar 02, 2026
Tenon Financial LLC History No change 3,598 689 0.29% 0.35% 1403 0 0.0% Q4 2025 Jan 16, 2026
DOVER ADVISORS, LLC History New 3,590 687 0.27% 1406 +3,590 New Q4 2025 Feb 10, 2026
Legacy Financial Strategies, LLC History Reduced 3,589 687 0.12% 0.19% 1405 -1,841 -33.9% Q4 2025 Jan 23, 2026
SwitchPoint Financial Planning, LLC History No change 3,587 687 0.48% 0.49% 1407 0 0.0% Q4 2025 Feb 17, 2026
CURA WEALTH ADVISORS, LLC History Added to 3,580 685 0.26% 0.24% 1409 +327 10.05% Q4 2025 Jan 23, 2026
MELFA WEALTH MANAGEMENT, INC. History Added to 3,577 685 0.39% 0.39% 1408 +104 2.99% Q4 2025 Jan 16, 2026
Private Wealth Advisors, LLC History Added to 3,572 684 0.22% 0.21% 1410 +276 8.37% Q4 2025 Feb 06, 2026
Ignite Planners, LLC History Reduced 3,458 684 0.1% 0.11% 1411 -69 -1.96% Q4 2025 Feb 06, 2026
ICW Investment Advisors LLC History Reduced 3,563 682 0.25% 0.3% 1412 -829 -18.88% Q4 2025 Feb 09, 2026
Inspire Advisors, LLC History Added to 3,540 678 0.06% 0.06% 1413 +11 0.31% Q4 2025 Feb 13, 2026
Maia Wealth LLC History Added to 3,363 675 0.12% 0.09% 1414 +491 17.1% Q4 2025 Feb 17, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 3,522 674 0.06% 0.06% 1415 0 0.0% Q4 2025 Feb 03, 2026
Horizons Wealth Management History No change 3,519 674 0.44% 0.45% 1416 0 0.0% Q4 2025 Jan 05, 2026
FourThought Financial Partners, LLC History Added to 3,514 673 0.06% 0.05% 1417 +717 25.63% Q4 2025 Feb 06, 2026
LJI Wealth Management, LLC History Added to 3,509 672 0.1% 0.07% 1419 +1,295 58.49% Q4 2025 Feb 03, 2026
Coppell Advisory Solutions LLC History Added to 3,483 672 0.07% 0.07% 1418 +47 1.37% Q4 2025 Feb 17, 2026
Flaharty Asset Management, LLC History Reduced 3,505 671 0.08% 0.09% 1420 -40 -1.13% Q4 2025 Feb 06, 2026
Destination Wealth Management History Reduced 3,484 667 0.02% 0.02% 1421 -909 -20.69% Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Reduced 3,485 667 0.02% 0.02% 1422 -70 -1.97% Q4 2025 Feb 06, 2026
LCNB CORP History Reduced 3,481 666 0.22% 0.24% 1423 -110 -3.06% Q4 2025 Feb 10, 2026
Founders Financial Alliance, LLC History Reduced 3,470 664 0.13% 0.17% 1424 -1,358 -28.13% Q4 2025 Feb 12, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 661 0.28% 0.27% 1425 -3,441 -100.0% Q3 2025 Nov 14, 2025
Rubicon Advisors, GP History New 3,447 660 0.61% 1426 +3,447 New Q4 2025 Mar 09, 2026
FIRST TRUST ADVISORS LP History New 3,431 657 0.0% 1427 +3,431 New Q4 2025 Feb 13, 2026
YHB Investment Advisors, Inc. History Reduced 3,424 655 0.05% 0.07% 1428 -1,280 -27.21% Q4 2025 Jan 16, 2026
PCG ASSET MANAGEMENT, LLC History Added to 3,406 655 0.52% 0.48% 1429 +235 7.41% Q4 2025 Feb 12, 2026
Kohmann Bosshard Financial Services, LLC History No change 3,418 654 0.06% 0.07% 1430 0 0.0% Q4 2025 Jan 30, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History Added to 3,411 653 0.01% 0.01% 1431 +872 34.34% Q4 2025 Feb 11, 2026
Live Oak Private Wealth LLC History Reduced 3,412 653 0.09% 0.09% 1433 -11 -0.32% Q4 2025 Jan 23, 2026
Summit Financial Wealth Advisors, LLC History No change 3,412 653 0.09% 0.1% 1432 0 0.0% Q4 2025 Jan 27, 2026
LongView Wealth Management History Added to 3,297 652 0.16% 0.17% 1434 +9 0.27% Q4 2025 Jan 13, 2026
HUB Investment Partners, LLC History Reduced 3,400 651 0.02% 0.04% 1436 -2,484 -42.22% Q4 2025 Feb 17, 2026
Crewe Advisors LLC History Added to 3,400 651 0.06% 0.03% 1435 +1,887 124.72% Q4 2025 Jan 16, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Reduced 3,396 650 0.35% 0.4% 1437 -310 -8.36% Q4 2025 Feb 05, 2026
ARRIEN INVESTMENTS, INC. History Reduced 3,397 650 0.37% 0.4% 1438 -174 -4.87% Q4 2025 Jan 30, 2026
BAXTER BROS INC History Added to 3,387 648 0.07% 0.05% 1439 +1,233 57.24% Q4 2025 Jan 26, 2026
Capital Advisors Wealth Management, LLC History Added to 3,387 648 0.09% 0.08% 1440 +455 15.52% Q4 2025 Jan 21, 2026
Andina Capital Management, LLC History Added to 3,376 646 0.39% 0.36% 1441 +21 0.63% Q4 2025 Feb 12, 2026
Magnolia Private Wealth, LLC History Reduced 3,368 645 0.45% 0.61% 1442 -1,020 -23.25% Q4 2025 Feb 06, 2026
Parkway Wealth Management Group, LLC History New 3,363 644 0.09% 1443 +3,363 New Q4 2025 Feb 10, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 3,352 642 0.05% 0.05% 1444 +438 15.03% Q4 2025 Jan 15, 2026
Mission Creek Capital Partners, Inc. History Added to 3,354 642 0.13% 0.12% 1445 +236 7.57% Q4 2025 Feb 12, 2026
SAXON INTERESTS, INC. History Added to 3,355 642 0.22% 0.24% 1446 +71 2.16% Q4 2025 Feb 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 3,226 641 0.01% 0.01% 1447 0 0.0% Q4 2025 Jan 28, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 3,344 640 0.04% 0.03% 1448 +1,513 82.63% Q4 2025 Feb 11, 2026
Capstone Wealth Management Group LLC History Added to 3,332 638 0.39% 0.3% 1449 +859 34.74% Q4 2025 Jan 09, 2026
COMPASS CAPITAL MANAGEMENT, INC History New 3,323 636 0.04% 1450 +3,323 New Q4 2025 Feb 12, 2026
Strategic Investment Advisors / MI History Added to 3,317 635 0.05% 0.05% 1451 +3,034 1072.08% Q4 2025 Feb 17, 2026
BRAUN STACEY ASSOCIATES INC History Added to 3,311 634 0.02% 0.02% 1452 +1 0.03% Q4 2025 Jan 20, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 3,308 633 0.1% 0.11% 1453 0 0.0% Q4 2025 Jan 29, 2026
TruWealth Advisors, LLC History Reduced 3,303 632 0.03% 0.03% 1454 -50 -1.49% Q4 2025 Jan 07, 2026
CWA Asset Management Group, LLC History Reduced 3,292 630 0.02% 0.03% 1455 -1,012 -23.51% Q4 2025 Jan 07, 2026
Bienville Capital Management, LLC History Added to 3,287 629 0.1% 0.11% 1456 +246 8.09% Q4 2025 Feb 17, 2026
MorganRosel Wealth Management, LLC History Reduced 3,272 626 0.16% 0.19% 1458 -569 -14.81% Q4 2025 Feb 13, 2026
Parkside Financial Bank & Trust History No change 3,273 626 0.05% 0.05% 1457 0 0.0% Q4 2025 Feb 13, 2026
waypoint wealth counsel History Reduced 3,263 625 0.23% 0.26% 1459 -163 -4.76% Q4 2025 Jan 28, 2026
Mirador Capital Partners LP History Reduced 3,254 623 0.09% 0.11% 1460 -914 -21.93% Q4 2025 Jan 14, 2026
IFG Advisors, LLC History Reduced 3,250 622 0.1% 0.13% 1461 -1,023 -23.94% Q4 2025 Jan 13, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 3,249 622 0.19% 0.2% 1462 +8 0.25% Q4 2025 Feb 12, 2026
Nicholson Wealth Management Group, LLC History No change 3,249 622 0.37% 0.36% 1463 0 0.0% Q4 2025 Jan 26, 2026
Royal Capital Wealth Management, LLC History Added to 3,219 616 0.36% 0.14% 1464 +1,971 157.93% Q4 2025 Feb 18, 2026
Granite Group Advisors, LLC History Added to 3,212 615 0.35% 0.26% 1466 +942 41.5% Q4 2025 Jan 13, 2026
Orcam Financial Group History No change 3,214 615 0.46% 0.49% 1465 0 0.0% Q4 2025 Feb 06, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 3,195 612 0.04% 0.02% 1468 +1,498 88.27% Q4 2025 Jan 14, 2026
Betterment LLC History Added to 3,194 612 0.0% 0.0% 1467 +853 36.44% Q4 2025 Feb 12, 2026
Advance Capital Management, Inc. History Reduced 3,194 611 0.03% 0.03% 1469 -174 -5.17% Q4 2025 Jan 06, 2026
Westwood Wealth Management History New 3,178 608 0.46% 1470 +3,178 New Q4 2025 Jan 20, 2026
Pinnacle Financial Group, LLC / IL History Added to 3,176 608 0.18% 0.13% 1471 +978 44.49% Q4 2025 Feb 05, 2026
Lionshead Wealth Management, LLC History No change 3,178 608 0.46% 0.48% 1472 0 0.0% Q4 2025 Jan 13, 2026
Marex Group plc History Added to 3,169 607 0.0% 0.0% 1473 +1,876 145.09% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Reduced 3,174 607 0.1% 0.14% 1474 -882 -21.75% Q4 2025 Feb 12, 2026
Refined Wealth Management History New 3,162 605 0.41% 1478 +3,162 New Q4 2025 Jan 15, 2026
Encompass More Asset Management History Added to 3,162 605 0.11% 0.07% 1479 +1,143 56.61% Q4 2025 Feb 03, 2026
Wealth Architects, LLC History Reduced 3,162 605 0.05% 0.06% 1477 -260 -7.6% Q4 2025 Feb 17, 2026
Institute for Wealth Management, LLC. History Reduced 3,162 605 0.06% 0.07% 1476 -215 -6.37% Q4 2025 Jan 27, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 3,157 605 0.01% 0.01% 1475 0 0.0% Q4 2025 Feb 10, 2026
Rosenberg Matthew Hamilton History Reduced 3,153 603 0.12% 0.13% 1480 -120 -3.67% Q4 2025 Jan 05, 2026
Chesley Taft & Associates LLC History New 3,147 602 0.02% 1481 +3,147 New Q4 2025 Jan 14, 2026
Fusion Capital, LLC History Added to 3,136 600 0.17% 0.15% 1482 +408 14.96% Q4 2025 Feb 04, 2026
Wealth Dimensions Group, Ltd. History Reduced 3,132 599 0.12% 0.12% 1483 -6 -0.19% Q4 2025 Feb 13, 2026
Sherrill & Hutchins Financial Advisory, Inc History Added to 3,107 595 0.42% 0.42% 1484 +23 0.75% Q4 2025 Jan 12, 2026
McGlone Suttner Wealth Management, Inc. History Added to 3,103 594 0.08% 0.08% 1486 +3 0.1% Q4 2025 Jan 15, 2026
Mathes Company, Inc. History No change 3,100 594 0.21% 0.21% 1485 0 0.0% Q4 2025 Feb 09, 2026
Facet Wealth, Inc. History Added to 2,994 593 0.01% 0.01% 1487 +1,600 114.78% Q4 2025 Jan 29, 2026
Lee Financial Co History Reduced 3,086 591 0.08% 0.07% 1488 -24 -0.77% Q4 2025 Jan 22, 2026
Sterling Financial Planning, Inc. History Reduced 3,086 591 0.18% 0.19% 1489 -13 -0.42% Q4 2025 Jan 27, 2026
True Vision MN LLC History Reduced 3,079 589 0.3% 0.3% 1490 -1 -0.03% Q4 2025 Jan 14, 2026
Jessup Wealth Management, Inc History Added to 3,068 587 0.19% 0.21% 1492 +55 1.83% Q4 2025 Feb 11, 2026
MinichMacGregor Wealth Management, LLC History Added to 3,065 587 0.11% 0.11% 1491 +31 1.02% Q4 2025 Feb 17, 2026
Waycross Investment Management Co History Added to 3,047 583 0.51% 0.52% 1493 +334 12.31% Q4 2025 Jan 08, 2026
1ST SOURCE BANK History No change 3,037 581 0.03% 0.03% 1494 0 0.0% Q4 2025 Feb 05, 2026
INVESTMENT PARTNERS, LTD. History Added to 3,031 580 0.2% 0.2% 1495 +1 0.03% Q4 2025 Feb 10, 2026
Sage Capital Advisors,llc History Reduced 3,026 579 0.14% 0.14% 1496 -15 -0.49% Q4 2025 Jan 06, 2026
MKT Advisors LLC History No change 2,959 575 0.2% 0.21% 1497 0 0.0% Q4 2025 Jan 08, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 3,000 574 0.01% 1500 +3,000 New Q4 2025 Feb 17, 2026
WEBSTER BANK, N. A. History Added to 3,001 574 0.05% 0.04% 1499 +775 34.82% Q4 2025 Jan 23, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 3,000 574 0.25% 0.26% 1498 0 0.0% Q4 2025 Feb 12, 2026
CFS Investment Advisory Services, LLC History No change 2,989 572 0.04% 0.04% 1501 0 0.0% Q4 2025 Feb 10, 2026
North Capital, Inc. History Added to 2,979 570 0.49% 0.32% 1503 +763 34.43% Q4 2025 Feb 18, 2026
Weaver Capital Management LLC History Reduced 2,976 570 0.12% 0.13% 1502 -122 -3.94% Q4 2025 Jan 22, 2026
Independence Financial Advisors, LLC History Added to 2,972 569 0.16% 0.17% 1504 +11 0.37% Q4 2025 Jan 15, 2026
Montz Harcus Wealth Management LLC History Added to 2,966 568 0.23% 0.24% 1505 +12 0.41% Q4 2025 Jan 22, 2026
CAPITAL ADVISORS INC/OK History Added to 2,964 567 0.01% 0.01% 1506 +1 0.03% Q4 2025 Jan 15, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 2,958 566 0.53% 1507 +2,958 New Q4 2025 Feb 05, 2026
Principle Wealth Partners LLC History Reduced 2,942 563 0.03% 0.04% 1508 -708 -19.4% Q4 2025 Feb 06, 2026
Taylor Securities Services, Inc. History New 2,932 561 0.26% 1509 +2,932 New Q4 2025 Mar 05, 2026
McCollum Christoferson Group LLC History Added to 2,920 559 0.16% 0.12% 1510 +800 37.74% Q4 2025 Jan 09, 2026
Hixon Zuercher, LLC History Reduced 2,904 556 0.17% 0.17% 1511 -78 -2.62% Q4 2025 Jan 26, 2026
KFA Private Wealth Group, LLC History Added to 2,886 552 0.13% 0.14% 1512 +342 13.44% Q4 2025 Jan 07, 2026
RFG Advisory, LLC History Added to 2,880 551 0.01% 0.01% 1513 +18 0.63% Q4 2025 Feb 03, 2026
Pinnacle Bancorp, Inc. History Added to 2,875 550 0.16% 0.16% 1515 +100 3.6% Q4 2025 Jan 22, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 2,871 550 0.01% 0.01% 1514 +56 1.99% Q4 2025 Feb 05, 2026
Invst, LLC History New 2,869 549 0.06% 1516 +2,869 New Q4 2025 Feb 11, 2026
Prosperity Consulting Group, LLC History Added to 2,849 545 0.02% 0.02% 1517 +514 22.01% Q4 2025 Feb 17, 2026
Capital Investment Counsel, Inc History No change 2,816 539 0.06% 0.07% 1518 0 0.0% Q4 2025 Jan 23, 2026
NORTH DALLAS BANK & TRUST CO History New 2,804 537 0.35% 1519 +2,804 New Q4 2025 Feb 11, 2026
FINANCIAL COUNSELORS INC History No change 2,800 536 0.74% 0.71% 1520 0 0.0% Q4 2025 Feb 03, 2026
Claris Financial LLC History Added to 2,795 535 0.28% 0.29% 1521 +133 5.0% Q4 2025 Feb 19, 2026
Sound Income Strategies, LLC History Added to 2,676 532 0.03% 0.01% 1522 +2,020 307.93% Q4 2025 Jan 21, 2026
Sky Investment Group LLC History Reduced 2,752 527 0.09% 0.09% 1523 -32 -1.15% Q4 2025 Jan 14, 2026
Millstone Evans Group, LLC History Added to 2,747 526 0.31% 0.33% 1524 +1 0.04% Q4 2025 Feb 02, 2026
Legacy Advisors, LLC History Added to 2,743 525 0.06% 0.04% 1525 +911 49.73% Q4 2025 Jan 27, 2026
Financial Engines Advisors L.L.C. History Added to 2,726 522 0.0% 0.0% 1526 +246 9.92% Q4 2025 Feb 12, 2026
Edge Wealth Management LLC History Reduced 2,723 521 0.09% 0.11% 1527 -510 -15.77% Q4 2025 Jan 12, 2026
FAIRFIELD, BUSH & CO. History Reduced 2,680 513 0.27% 0.26% 1528 -44 -1.62% Q4 2025 Feb 13, 2026
Lakeridge Wealth Management LLC History Added to 2,680 513 0.23% 0.22% 1530 +11 0.41% Q4 2025 Jan 07, 2026
Santori & Peters, Inc. History Added to 2,681 513 0.18% 0.18% 1529 +6 0.22% Q4 2025 Jan 15, 2026
Allen Capital Group, LLC History New 2,667 510 0.05% 1531 +2,667 New Q4 2025 Feb 09, 2026
Plan A Wealth LLC History Added to 2,651 507 0.25% 0.13% 1532 +1,273 92.38% Q4 2025 Feb 06, 2026
Freestone Capital Holdings, LLC History Added to 2,644 506 0.01% 0.01% 1533 +211 8.67% Q4 2025 Jan 23, 2026
Nautilus Advisors LLC History Reduced 2,642 506 0.33% 0.35% 1535 -130 -4.69% Q4 2025 Jan 22, 2026
Old Port Advisors History Reduced 2,643 506 0.12% 0.13% 1534 -123 -4.45% Q4 2025 Jan 08, 2026
Crestwood Advisors Group, LLC History Added to 2,641 505 0.01% 0.01% 1536 +346 15.08% Q4 2025 Feb 03, 2026
Clarkston Capital Partners, LLC History New 2,634 504 0.01% 1537 +2,634 New Q4 2025 Feb 13, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Reduced 2,636 504 0.19% 0.19% 1538 -19 -0.72% Q4 2025 Feb 09, 2026
Golden State Wealth Management, LLC History Added to 2,615 501 0.05% 0.05% 1539 +3 0.11% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History New 2,583 499 0.02% 1542 +2,583 New Q4 2025 Feb 12, 2026
NBT BANK N A /NY History No change 2,609 499 0.03% 0.03% 1540 0 0.0% Q4 2025 Jan 23, 2026
Advanced Asset Management Advisors Inc History No change 2,606 499 0.14% 0.13% 1541 0 0.0% Q4 2025 Feb 02, 2026
Spinnaker Investment Group, LLC History Added to 2,604 498 0.09% 0.04% 1543 +1,481 131.88% Q4 2025 Jan 12, 2026
Traynor Capital Management, Inc. History Added to 2,594 496 0.03% 0.02% 1544 +367 16.48% Q4 2025 Jan 12, 2026
Forza Wealth Management, LLC History No change 2,594 496 0.18% 0.19% 1545 0 0.0% Q4 2025 Feb 02, 2026
Wealthcare Capital Partners, LLC History Reduced 2,589 495 0.23% 0.23% 1546 -37 -1.41% Q4 2025 Jan 14, 2026
Plante Moran Financial Advisors, LLC History Added to 2,583 494 0.03% 0.03% 1547 +360 16.19% Q4 2025 Feb 05, 2026
Fragasso Financial Advisors Inc History Added to 2,583 494 0.03% 0.03% 1548 +43 1.69% Q4 2025 Jan 07, 2026
TRAN CAPITAL MANAGEMENT, L.P. History No change 2,560 490 0.06% 0.06% 1549 0 0.0% Q4 2025 Jan 20, 2026
ZACKS INVESTMENT MANAGEMENT History New 2,557 489 0.0% 1550 +2,557 New Q4 2025 Feb 17, 2026
Galvin, Gaustad & Stein, LLC History Added to 2,538 486 0.04% 0.03% 1552 +815 47.3% Q4 2025 Jan 23, 2026
TrueWealth Advisors, LLC History Reduced 2,541 486 0.13% 0.14% 1551 -210 -7.63% Q4 2025 Jan 07, 2026
Asset Advisory Group, Inc. History New 2,530 484 0.24% 1553 +2,530 New Q4 2025 Feb 12, 2026
TD Capital Management LLC History Added to 2,517 482 0.04% 0.03% 1554 +474 23.2% Q4 2025 Feb 26, 2026
SEARLE & CO. History No change 2,509 480 0.12% 0.13% 1555 0 0.0% Q4 2025 Feb 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 2,501 479 0.0% 1556 +2,501 New Q4 2025 Feb 13, 2026
Blue Zone Wealth Advisors, LLC History Added to 2,500 478 0.09% 0.08% 1557 +500 25.0% Q4 2025 Jan 21, 2026
Accel Wealth Management History Added to 2,497 478 0.13% 0.14% 1558 +8 0.32% Q4 2025 Jan 20, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 2,494 477 0.08% 1559 +2,494 New Q4 2025 Feb 18, 2026
Forty-three Eighteen Advisors, LLC History New 2,490 476 0.37% 1561 +2,490 New Q4 2025 Mar 16, 2026
EWA, LLC History New 2,486 476 0.12% 1560 +2,486 New Q4 2025 Feb 03, 2026
WEST BANCORPORATION INC History Reduced 2,475 474 0.25% 0.32% 1562 -608 -19.72% Q4 2025 Jan 29, 2026
Mystic Asset Management, Inc. History Added to 2,477 474 0.11% 0.1% 1564 +61 2.52% Q4 2025 Jan 28, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Added to 2,475 474 0.03% 0.03% 1563 +2 0.08% Q4 2025 Feb 17, 2026
BSW Wealth Partners History No change 2,470 473 0.06% 0.06% 1565 0 0.0% Q4 2025 Jan 23, 2026
Infinity Wealth Counsel, LLC History No change 2,470 473 0.43% 0.45% 1566 0 0.0% Q4 2025 Jan 15, 2026
Orgel Wealth Management, LLC History New 2,465 472 0.01% 1567 +2,465 New Q4 2025 Jan 07, 2026
Peterson Wealth Advisors, LLC History Reduced 2,468 472 0.06% 0.09% 1568 -552 -18.28% Q4 2025 Jan 09, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 2,465 472 0.05% 0.05% 1569 0 0.0% Q4 2025 Feb 13, 2026
Founders Capital Management History Added to 2,461 471 0.24% 0.25% 1570 +2 0.08% Q4 2025 Jan 15, 2026
Emergent Wealth Advisors, LLC History Added to 2,459 470 0.26% 0.27% 1571 +30 1.24% Q4 2025 Jan 14, 2026
Apollon Financial, LLC History Reduced 2,450 469 0.07% 0.08% 1572 -51 -2.04% Q4 2025 Jan 22, 2026
Arax Advisory Partners History New 2,447 468 0.01% 1573 +2,447 New Q4 2025 Feb 13, 2026
Wealth Alliance Advisory Group, LLC History Reduced 2,445 468 0.08% 0.1% 1575 -393 -13.85% Q4 2025 Jan 29, 2026
Anchor Investment Management, LLC History Reduced 2,444 468 0.04% 0.04% 1574 -267 -9.85% Q4 2025 Feb 26, 2026
Smith Thornton Advisors LLC History No change 2,441 467 0.24% 0.24% 1576 0 0.0% Q4 2025 Jan 14, 2026
Burk Holdings LLC History No change 2,440 467 0.22% 0.25% 1577 0 0.0% Q4 2025 Feb 12, 2026
BOYUM WEALTH ARCHITECTS LLC History New 2,342 465 0.22% 1579 +2,342 New Q4 2025 Jan 26, 2026
Glass Jacobson Investment Advisors llc History Added to 2,429 465 0.17% 0.17% 1578 +17 0.7% Q4 2025 Jan 22, 2026
America First Investment Advisors, LLC History Added to 2,427 464 0.08% 0.07% 1580 +435 21.84% Q4 2025 Feb 09, 2026
Colonial River Investments, LLC History Reduced 2,423 464 0.17% 0.19% 1582 -315 -11.5% Q4 2025 Feb 04, 2026
Empower Advisory Group, LLC History Reduced 2,427 464 0.0% 0.0% 1583 -303 -11.1% Q4 2025 Feb 12, 2026
Merrion Investment Management Co, LLC History No change 2,425 464 0.25% 0.26% 1581 0 0.0% Q4 2025 Feb 17, 2026
Cordatus Wealth Management LLC History Added to 2,419 463 0.11% 0.05% 1584 +1,294 115.02% Q4 2025 Jan 26, 2026
PURE PORTFOLIOS HOLDINGS LLC History No change 2,412 462 0.14% 0.14% 1585 0 0.0% Q4 2025 Jan 30, 2026
Beverly Hills Private Wealth, LLC History Reduced 2,406 460 0.08% 0.09% 1587 -158 -6.16% Q4 2025 Feb 17, 2026
D L CARLSON INVESTMENT GROUP INC History No change 2,405 460 0.08% 0.08% 1586 0 0.0% Q4 2025 Feb 17, 2026
Berger Financial Group, Inc History Reduced 2,401 459 0.03% 0.03% 1588 -277 -10.34% Q4 2025 Jan 27, 2026
Wedmont Private Capital History Reduced 2,352 458 0.02% 0.02% 1589 -687 -22.61% Q4 2025 Jan 08, 2026
Venturi Wealth Management, LLC History Reduced 2,378 455 0.02% 0.03% 1590 -486 -16.97% Q4 2025 Jan 22, 2026
Zhang Financial LLC History Added to 2,379 455 0.02% 0.02% 1591 +48 2.06% Q4 2025 Feb 10, 2026
Empirical Asset Management, LLC History Added to 11,615 450 0.13% 0.12% 1592 +71 0.62% Q4 2025 Feb 06, 2026
Indiana Trust & Investment Management Co History No change 2,346 449 0.13% 0.14% 1593 0 0.0% Q4 2025 Jan 21, 2026
Mustard Seed Financial, LLC History No change 2,348 449 0.28% 0.29% 1594 0 0.0% Q4 2025 Jan 23, 2026
Asio Capital, LLC History Reduced 2,339 448 0.06% 0.07% 1595 -112 -4.57% Q4 2025 Jan 21, 2026
Nicholas Hoffman & Company, LLC. History Added to 2,305 441 0.01% 0.01% 1597 +895 63.48% Q4 2025 Feb 02, 2026
MITCHELL SINKLER & STARR/PA History No change 2,306 441 0.2% 0.2% 1596 0 0.0% Q4 2025 Feb 11, 2026
Longview Financial Advisors, Inc. History No change 2,307 441 0.3% 0.31% 1598 0 0.0% Q4 2025 Feb 02, 2026
RMR Wealth Builders History Added to 2,293 439 0.04% 0.04% 1599 +61 2.73% Q4 2025 Jan 29, 2026
Crusonia Wealth Advisors LLC History New 2,281 437 0.1% 1601 +2,281 New Q4 2025 Feb 18, 2026
Wealth Management Associates, Inc. History Added to 2,283 437 0.15% 0.15% 1600 +50 2.24% Q4 2025 Jan 20, 2026
Algorithmic Investment Models, LLC History Reduced 2,270 434 0.54% 2.12% 1602 -14,534 -86.49% Q4 2025 Feb 10, 2026
ABLE Financial Group, LLC History Added to 2,270 434 0.09% 0.07% 1603 +455 25.07% Q4 2025 Jan 23, 2026
Hills Bank & Trust Co History Added to 2,263 433 0.03% 0.02% 1604 +144 6.8% Q4 2025 Feb 05, 2026
WPG Advisers, LLC History Added to 2,260 432 0.32% 0.32% 1605 +75 3.43% Q4 2025 Jan 28, 2026
Fortitude Family Office, LLC History Added to 2,248 430 0.1% 0.02% 1606 +1,848 462.0% Q4 2025 Jan 15, 2026
Alley Investment Management Company, LLC History New 2,240 429 0.05% 1607 +2,240 New Q4 2025 Jan 27, 2026
MASECO LLP History Added to 2,228 426 0.02% 0.01% 1608 +867 63.7% Q4 2025 Jan 22, 2026
Bolthouse Investments, LLC History Reduced 2,215 424 0.38% 0.64% 1609 -1,505 -40.46% Q4 2025 Jan 27, 2026
MAYPORT, LLC History Reduced 2,217 424 0.09% 0.09% 1610 -42 -1.86% Q4 2025 Jan 21, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 2,210 423 0.07% 0.1% 1611 -1,058 -32.37% Q4 2025 Jan 14, 2026
Storgate, LLC History New 2,202 421 0.35% 1612 +2,202 New Q4 2025 Feb 13, 2026
Tempo Wealth, LLC History New 2,193 420 0.07% 1613 +2,193 New Q4 2025 Feb 25, 2026
Rockport Wealth LLC History Reduced 2,191 419 0.08% 0.13% 1614 -1,217 -35.71% Q4 2025 Feb 06, 2026
Ballentine Partners, LLC History Reduced 2,175 416 0.01% 0.01% 1615 -160 -6.85% Q4 2025 Feb 03, 2026
Collier Financial History Reduced 2,167 415 0.31% 0.32% 1616 -51 -2.3% Q4 2025 Feb 12, 2026
Wilkerson Advisory Group LLC History New 2,163 414 0.15% 1618 +2,163 New Q4 2025 Feb 13, 2026
Integris Wealth Management, LLC History Added to 2,165 414 0.09% 0.09% 1617 +190 9.62% Q4 2025 Jan 21, 2026
Bogart Wealth, LLC History Added to 2,153 412 0.02% 0.02% 1619 +107 5.23% Q4 2025 Jan 30, 2026
Alan B Lancz & Associates, Inc. History No change 2,140 409 0.36% 0.37% 1620 0 0.0% Q4 2025 Feb 06, 2026
Schulz Wealth, LTD. History No change 2,140 409 0.26% 0.27% 1621 0 0.0% Q4 2025 Feb 05, 2026
Stone House Investment Management, LLC History Added to 2,134 408 0.06% 0.07% 1622 +7 0.33% Q4 2025 Jan 21, 2026
OneAscent Family Office, LLC History No change 2,127 407 0.28% 0.33% 1623 0 0.0% Q4 2025 Feb 11, 2026
Elm3 Financial Group, LLC History Added to 2,121 406 0.34% 0.28% 1624 +348 19.63% Q4 2025 Jan 22, 2026
Cyndeo Wealth Partners, LLC History Added to 2,119 405 0.02% 0.02% 1625 +15 0.71% Q4 2025 Jan 07, 2026
XXI WEALTH, LLC History New 2,111 404 0.25% 1626 +2,111 New Q4 2025 Feb 12, 2026
TRITONPOINT WEALTH, LLC History New 2,102 402 0.04% 1628 +2,102 New Q4 2025 Jan 20, 2026
Capital Asset Advisory Services LLC History Added to 2,044 402 0.02% 0.02% 1627 +1 0.05% Q4 2025 Jan 09, 2026
Symphony Financial Services, Inc. History Added to 2,094 401 0.21% 0.14% 1630 +770 58.16% Q4 2025 Feb 12, 2026
RIA Advisory Group LLC History Reduced 2,097 401 0.1% 0.14% 1629 -698 -24.97% Q4 2025 Feb 02, 2026
SILVER OAK WEALTH ADVISORS SERVICES, LLC History No change 2,094 401 0.26% 0.26% 1631 0 0.0% Q4 2025 Jan 29, 2026
Bank of New Hampshire History New 2,085 399 0.09% 1633 +2,085 New Q4 2025 Mar 16, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 2,083 399 0.02% 0.02% 1632 -16 -0.76% Q4 2025 Jan 22, 2026
Alteri Wealth LLC History Reduced 2,066 395 0.13% 0.15% 1634 -271 -11.6% Q4 2025 Feb 11, 2026
Addison Capital Co History New 2,062 394 0.1% 1635 +2,062 New Q4 2025 Feb 02, 2026
Relyea Zuckerberg Hanson LLC History Reduced 2,059 394 0.04% 0.06% 1636 -1,072 -34.24% Q4 2025 Jan 20, 2026
Coquina Private Wealth LLC History New 2,052 393 0.31% 1638 +2,052 New Q4 2025 Jan 29, 2026
Balboa Wealth Partners History Added to 2,053 393 0.06% 0.04% 1637 +852 70.94% Q4 2025 Jan 16, 2026
Nikulski Financial, Inc. History Reduced 2,042 391 0.09% 0.15% 1639 -1,190 -36.82% Q4 2025 Jan 15, 2026
Verity & Verity, LLC History New 2,020 387 0.03% 1640 +2,020 New Q4 2025 Feb 10, 2026
Cypress Capital, LLC History Added to 2,013 385 0.11% 0.1% 1641 +106 5.56% Q4 2025 Feb 06, 2026
MRP Capital Investments, LLC History Added to 2,000 383 0.32% 0.2% 1642 +700 53.85% Q4 2025 Feb 09, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 1,991 381 0.1% 0.14% 1646 -345 -14.77% Q4 2025 Feb 10, 2026
AVAII WEALTH MANAGEMENT, LLC History Reduced 1,991 381 0.14% 0.14% 1644 -17 -0.85% Q4 2025 Jan 13, 2026
Embree Financial Group History Reduced 1,990 381 0.05% 0.05% 1645 -9 -0.45% Q4 2025 Jan 14, 2026
Mountain Capital Investment Advisors Inc. History Reduced 1,913 381 0.06% 0.06% 1643 -1 -0.05% Q4 2025 Jan 28, 2026
Pinnacle Family Advisors, LLC History Reduced 1,984 380 0.17% 0.72% 1647 -6,752 -77.29% Q4 2025 Feb 17, 2026
Drucker Wealth 3.0, LLC History Added to 1,985 380 0.07% 0.06% 1650 +284 16.7% Q4 2025 Feb 03, 2026
Coastwise Capital Group, LLC History Added to 1,984 380 0.19% 0.26% 1649 +3 0.15% Q4 2025 Feb 12, 2026
Castleview Partners, LLC History Added to 1,988 380 0.19% 0.2% 1648 +1 0.05% Q4 2025 Jan 12, 2026
Ironwood Investment Counsel, LLC History Added to 1,981 379 0.05% 0.05% 1651 +5 0.25% Q4 2025 Feb 06, 2026
MRWM Advisors, LLC History Added to 1,978 378 0.2% 0.2% 1652 +106 5.66% Q4 2025 Jan 26, 2026
Long Run Wealth Advisors, LLC History Added to 1,969 377 0.07% 0.07% 1653 +7 0.36% Q4 2025 Feb 02, 2026
R. W. Roge & Company, Inc. History No change 1,964 376 0.19% 0.19% 1654 0 0.0% Q4 2025 Jan 23, 2026
Avantax Planning Partners, Inc. History Reduced 1,959 375 0.01% 0.01% 1655 -195 -9.05% Q4 2025 Feb 05, 2026
Brookwood Investment Group LLC History New 1,954 374 0.04% 1657 +1,954 New Q4 2025 Jan 22, 2026
QRG CAPITAL MANAGEMENT, INC. History Reduced 1,955 374 0.0% 0.01% 1656 -246 -11.18% Q4 2025 Feb 02, 2026
B & T Capital Management DBA Alpha Capital Management History New 1,950 373 0.05% 1658 +1,950 New Q4 2025 Feb 13, 2026
Boston Standard Wealth Management, LLC History Reduced 1,952 373 0.06% 0.06% 1659 -45 -2.25% Q4 2025 Jan 07, 2026
Lodestone Wealth Management LLC History Added to 1,952 373 0.15% 0.17% 1660 +4 0.21% Q4 2025 Jan 15, 2026
Beaumont Financial Advisors, LLC History Added to 1,946 372 0.02% 0.02% 1661 +335 20.79% Q4 2025 Jan 16, 2026
Lynx Investment Advisory History New 1,939 371 0.2% 1663 +1,939 New Q4 2025 Feb 05, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 1,938 371 0.05% 0.03% 1662 +690 55.29% Q4 2025 Jan 15, 2026
Cresta Advisors, Ltd. History Added to 1,929 369 0.15% 0.16% 1664 +76 4.1% Q4 2025 Feb 03, 2026
FIRST HAWAIIAN BANK History No change 1,920 367 0.05% 0.05% 1665 0 0.0% Q4 2025 Jan 05, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History Added to 1,914 366 0.21% 0.13% 1667 +724 60.84% Q4 2025 Jan 26, 2026
DUNCKER STREETT & CO INC History Reduced 1,911 366 0.07% 0.06% 1666 -4 -0.21% Q4 2025 Jan 27, 2026
Guardian Financial Partners, LLC History New 1,900 363 0.15% 1669 +1,900 New Q4 2025 Jan 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 1,896 363 0.0% 0.0% 1668 0 0.0% Q4 2025 Feb 09, 2026
COLTON GROOME FINANCIAL ADVISORS, LLC History Reduced 1,894 362 0.1% 0.13% 1671 -422 -18.22% Q4 2025 Feb 10, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,891 362 0.02% 0.02% 1670 0 0.0% Q4 2025 Feb 13, 2026
Castle Rock Wealth Management, LLC History Added to 1,831 361 0.08% 0.08% 1673 +8 0.44% Q4 2025 Feb 05, 2026
Capital Advantage, Inc. History No change 1,889 361 0.05% 0.05% 1672 0 0.0% Q4 2025 Jan 07, 2026
Harbour Capital Advisors, LLC History Reduced 1,867 360 0.07% 0.08% 1674 -180 -8.79% Q4 2025 Jan 07, 2026
First County Bank /CT/ History Reduced 1,881 360 0.19% 0.19% 1675 -66 -3.39% Q4 2025 Jan 14, 2026
JB Capital LLC History Reduced 1,876 359 0.01% 0.02% 1678 -5 -0.27% Q4 2025 Jan 20, 2026
Florida Trust Wealth Management Co History No change 1,875 359 0.01% 0.01% 1676 0 0.0% Q4 2025 Jan 20, 2026
LFA - Lugano Financial Advisors SA History No change 1,878 359 0.19% 0.19% 1677 0 0.0% Q4 2025 Jan 29, 2026
CFO4Life Group, LLC History Added to 1,871 358 0.05% 0.05% 1679 +7 0.38% Q4 2025 Feb 06, 2026
PALLADIEM, LLC History New 1,852 357 0.34% 1681 +1,852 New Q4 2025 Feb 11, 2026
COGENT STRATEGIC WEALTH LLC History New 1,797 357 0.39% 1682 +1,797 New Q4 2025 Mar 02, 2026
FIRST AMERICAN TRUST, FSB History Reduced 1,869 357 0.02% 0.03% 1680 -10 -0.53% Q4 2025 Feb 11, 2026
CHAPIN DAVIS, INC. History Added to 1,860 356 0.08% 0.08% 1683 +155 9.09% Q4 2025 Jan 30, 2026
Higgins & Schmidt Wealth Strategies LLC History Added to 1,851 354 0.17% 0.17% 1684 +60 3.35% Q4 2025 Jan 29, 2026
SWMG, LLC History New 1,741 352 0.1% 1685 +1,741 New Q4 2025 Feb 10, 2026
BURNEY CO/ History Added to 1,834 351 0.01% 0.01% 1686 +171 10.28% Q4 2025 Jan 23, 2026
Red Door Wealth Management, LLC History Added to 1,829 350 0.04% 0.03% 1689 +328 21.85% Q4 2025 Jan 20, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 1,832 350 0.04% 0.04% 1688 +193 11.78% Q4 2025 Jan 26, 2026
FULTON BANK, N.A. History Reduced 1,830 350 0.01% 0.01% 1687 -120 -6.15% Q4 2025 Jan 08, 2026
MSH Capital Advisors LLC History Added to 1,830 350 0.07% 0.09% 1690 +14 0.77% Q4 2025 Feb 09, 2026
IronBridge Private Wealth, LLC History No change 1,844 349 0.11% 0.11% 1691 0 0.0% Q4 2025 Feb 23, 2026
AFT, FORSYTH & COMPANY, INC. History Added to 1,814 347 0.15% 0.16% 1692 +4 0.22% Q4 2025 Feb 13, 2026
Lake Hills Wealth Management, LLC History No change 1,815 347 0.18% 0.18% 1693 0 0.0% Q4 2025 Jan 07, 2026
Manhattan West Asset Management, LLC History No change 1,815 347 0.07% 0.07% 1694 0 0.0% Q4 2025 Feb 02, 2026
Legend Capital Advisors LLC History New 1,810 346 0.19% 1696 +1,810 New Q4 2025 Feb 17, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 1,808 346 0.02% 0.02% 1695 -12 -0.66% Q4 2025 Feb 10, 2026
INGALLS & SNYDER LLC History Reduced 1,801 345 0.01% 0.02% 1697 -1,988 -52.47% Q4 2025 Feb 13, 2026
Westbourne Investment Advisors, Inc. History Added to 1,804 345 0.1% 0.09% 1698 +7 0.39% Q4 2025 Jan 23, 2026
Ameliora Wealth Management Ltd. History No change 1,796 344 0.1% 0.11% 1699 0 0.0% Q4 2025 Jan 21, 2026
Y-Intercept (Hong Kong) Ltd History New 1,792 343 0.01% 1701 +1,792 New Q4 2025 Feb 13, 2026
TFO Wealth Partners, LLC History No change 1,794 343 0.05% 0.06% 1700 0 0.0% Q4 2025 Feb 05, 2026
Gibbs Wealth Management History No change 1,740 343 0.08% 0.07% 1702 0 0.0% Q4 2025 Jan 23, 2026
Congress Park Capital LLC History New 1,780 340 0.1% 1704 +1,780 New Q4 2025 Jan 14, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History New 1,772 340 0.05% 1703 +1,772 New Q4 2025 Jan 21, 2026
Essential Planning, LLC. History Reduced 1,765 338 0.11% 0.13% 1705 -235 -11.75% Q4 2025 Jan 15, 2026
V2 Financial group LLC History No change 1,767 338 0.17% 0.19% 1706 0 0.0% Q4 2025 Jan 21, 2026
Juno Financial Group LLC History New 1,760 337 0.13% 1707 +1,760 New Q4 2025 Jan 28, 2026
High Falls Advisors, Inc History Reduced 1,757 336 0.07% 0.07% 1708 -43 -2.39% Q4 2025 Feb 18, 2026
SC&H Financial Advisors, Inc. History New 1,749 335 0.05% 1711 +1,749 New Q4 2025 Jan 21, 2026
WELCH & FORBES LLC History Added to 1,749 335 0.0% 0.0% 1709 +197 12.69% Q4 2025 Feb 10, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 1,749 335 0.02% 0.02% 1712 -10 -0.57% Q4 2025 Jan 08, 2026
KIRR MARBACH & CO LLC /IN/ History No change 1,750 335 0.06% 0.06% 1710 0 0.0% Q4 2025 Jan 26, 2026
Montecito Bank & Trust History New 1,744 334 0.05% 1713 +1,744 New Q4 2025 Jan 09, 2026
Apella Capital, LLC History New 1,744 334 0.01% 1714 +1,744 New Q4 2025 Jan 21, 2026
Hirtle Callaghan & Co LLC History Reduced 1,738 332 0.01% 0.01% 1715 -125 -6.71% Q4 2025 Feb 04, 2026
Austin Wealth Management, LLC History Added to 1,694 332 0.05% 0.05% 1716 +118 7.49% Q4 2025 Jan 26, 2026
TRED AVON FAMILY WEALTH, LLC History No change 1,730 331 0.11% 0.11% 1717 0 0.0% Q4 2025 Jan 27, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,721 329 0.03% 0.03% 1718 0 0.0% Q4 2025 Jan 23, 2026
Darden Wealth Group Inc History No change 1,710 327 0.16% 0.17% 1719 0 0.0% Q4 2025 Feb 09, 2026
Next Capital Management LLC History Added to 1,705 326 0.1% 0.1% 1720 +91 5.64% Q4 2025 Feb 11, 2026
Capital Wealth Alliance, LLC History Added to 1,608 325 0.14% 0.13% 1721 +210 15.02% Q4 2025 Feb 17, 2026
Strata Wealth Advisors, LLC History No change 1,700 325 0.09% 0.09% 1722 0 0.0% Q4 2025 Feb 12, 2026
Occidental Asset Management, LLC History New 1,696 324 0.04% 1723 +1,696 New Q4 2025 Jan 08, 2026
First Growth Capital LLC History New 1,596 324 0.29% 1725 +1,596 New Q4 2025 Feb 19, 2026
Rialto Wealth Management, LLC History No change 1,695 324 0.08% 0.08% 1724 0 0.0% Q4 2025 Jan 12, 2026
ST GERMAIN D J CO INC History Reduced 1,688 323 0.01% 0.11% 1726 -13,094 -88.58% Q4 2025 Jan 29, 2026
PENNINGTON PARTNERS & CO., LLC History Reduced 1,690 323 0.13% 0.24% 1728 -990 -36.94% Q4 2025 Feb 17, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 1,688 323 0.15% 0.15% 1727 -17 -1.0% Q4 2025 Jan 26, 2026
Purus Wealth Management, LLC History No change 1,690 323 0.1% 0.1% 1729 0 0.0% Q4 2025 Jan 27, 2026
AMERIFLEX GROUP, INC. History New 1,681 322 0.17% 1734 +1,681 New Q4 2025 Feb 18, 2026
SFG Wealth Management, LLC. History Added to 1,681 322 0.13% 0.11% 1732 +329 24.33% Q4 2025 Feb 03, 2026
Global Trust Asset Management, LLC History Reduced 1,685 322 0.13% 0.17% 1731 -280 -14.25% Q4 2025 Jan 20, 2026
PACIFIC SUN FINANCIAL CORP History No change 1,685 322 0.16% 0.15% 1730 0 0.0% Q4 2025 Feb 05, 2026
ORG Wealth Partners, LLC History No change 1,683 322 0.08% 0.07% 1733 0 0.0% Q4 2025 Jan 14, 2026
Advisors Capital Management, LLC History New 1,680 321 0.0% 1735 +1,680 New Q4 2025 Jan 29, 2026
Motiv8 Investments LLC History Reduced 1,676 321 0.18% 0.17% 1737 -12 -0.71% Q4 2025 Feb 13, 2026
Briaud Financial Planning, Inc History No change 1,676 321 0.08% 0.1% 1736 0 0.0% Q4 2025 Jan 28, 2026
DUTCH ASSET Corp History New 1,669 320 0.25% 1740 +1,669 New Q4 2025 Mar 11, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 1,675 320 0.03% 0.02% 1739 +192 12.95% Q4 2025 Jan 27, 2026
Main Street Group, LTD History Reduced 1,671 320 0.11% 0.1% 1738 -170 -9.23% Q4 2025 Jan 26, 2026
Penbrook Management LLC History No change 1,670 319 0.22% 0.22% 1741 0 0.0% Q4 2025 Jan 06, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 1,664 318 0.09% 0.13% 1742 -413 -19.88% Q4 2025 Feb 10, 2026
Clarity Financial LLC History Added to 1,655 317 0.03% 0.02% 1743 +474 40.14% Q4 2025 Jan 28, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History No change 1,660 317 0.03% 0.03% 1744 0 0.0% Q4 2025 Jan 27, 2026
Old Peak Finance LLC History New 1,653 316 0.2% 1748 +1,653 New Q4 2025 Feb 10, 2026
Waterway Wealth Management, LLC History New 1,650 316 0.07% 1746 +1,650 New Q4 2025 Feb 17, 2026
ELEVATUS WELATH MANAGEMENT History Added to 1,653 316 0.09% 0.09% 1745 +6 0.36% Q4 2025 Jan 14, 2026
Bank of Jackson Hole Trust History No change 1,653 316 0.15% 0.16% 1747 0 0.0% Q4 2025 Feb 12, 2026
Ruggiero Investments, Inc. History New 1,638 313 0.28% 1750 +1,638 New Q4 2025 Feb 12, 2026
London & Capital Asset Management Ltd History New 1,635 313 0.0% 1749 +1,635 New Q4 2025 Feb 17, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 1,632 312 0.02% 0.02% 1751 +245 17.66% Q4 2025 Jan 20, 2026
Financial Architects, LLC History No change 1,625 311 0.17% 0.18% 1752 0 0.0% Q4 2025 Jan 21, 2026
Winning Points Advisors, LLC History New 1,615 310 0.33% 1753 +1,615 New Q4 2025 Feb 12, 2026
Strategies Wealth Advisors, LLC History Added to 1,621 310 0.03% 0.03% 1754 +3 0.19% Q4 2025 Feb 13, 2026
GeoWealth Management, LLC History Reduced 1,617 309 0.01% 0.04% 1755 -3,955 -70.98% Q4 2025 Feb 17, 2026
Wise Wealth Partners History New 1,611 308 0.44% 1756 +1,611 New Q4 2025 Jan 29, 2026
Elevated Capital Advisors, LLC History Reduced 1,604 307 0.07% 0.08% 1757 -100 -5.87% Q4 2025 Jan 27, 2026
Quarry LP History New 1,600 306 0.05% 1758 +1,600 New Q4 2025 Feb 13, 2026
Goldenstone Wealth Management LLC History New 1,592 304 0.23% 1763 +1,592 New Q4 2025 Feb 06, 2026
VISTA INVESTMENT PARTNERS II, LLC History New 1,587 304 0.13% 1761 +1,587 New Q4 2025 Jan 22, 2026
Roberts Wealth Advisors, LLC History Reduced 1,587 304 0.08% 0.13% 1760 -1,020 -39.13% Q4 2025 Jan 13, 2026
GatePass Capital, LLC History Reduced 1,591 304 0.16% 0.22% 1762 -459 -22.39% Q4 2025 Feb 09, 2026
SkyOak Wealth, LLC History No change 1,591 304 0.05% 0.06% 1759 0 0.0% Q4 2025 Feb 05, 2026
Axim Planning & Wealth History Reduced 1,586 303 0.32% 0.31% 1764 -487 -23.49% Q4 2025 Feb 13, 2026
XML Financial, LLC History Reduced 1,577 302 0.02% 0.03% 1765 -580 -26.89% Q4 2025 Feb 11, 2026
Nvest Financial, LLC History Added to 1,579 302 0.13% 0.14% 1766 +290 22.5% Q4 2025 Feb 10, 2026
Frederick Financial Consultants, LLC History Added to 1,577 302 0.17% 0.15% 1767 +139 9.67% Q4 2025 Feb 10, 2026
WealthPlan Investment Management, LLC History New 1,574 301 0.02% 1770 +1,574 New Q4 2025 Feb 05, 2026
Clear Retirement Advice LLC History New 1,519 301 0.23% 1771 +1,519 New Q4 2025 Feb 24, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History Added to 1,576 301 0.11% 0.1% 1769 +122 8.39% Q4 2025 Feb 06, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Added to 1,575 301 0.08% 0.09% 1768 +2 0.13% Q4 2025 Jan 23, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 1,551 297 0.01% 0.01% 1772 +261 20.23% Q4 2025 Jan 16, 2026
Millennium Capital Advisors, LLC History Added to 1,548 296 0.17% 0.18% 1774 +1 0.06% Q4 2025 Feb 05, 2026
Unified Investment Management History No change 1,546 296 0.3% 0.29% 1773 0 0.0% Q4 2025 Feb 09, 2026
APPLETON PARTNERS INC/MA History No change 1,540 295 0.02% 0.02% 1775 0 0.0% Q4 2025 Jan 09, 2026
4J Wealth Management LLC History No change 1,545 295 0.17% 0.17% 1776 0 0.0% Q4 2025 Jan 15, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History New 1,536 294 0.12% 1778 +1,536 New Q4 2025 Feb 04, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 1,535 294 0.0% 0.0% 1777 -246 -13.81% Q4 2025 Feb 05, 2026
Commonwealth Retirement Investments LLC History No change 1,539 294 0.09% 0.1% 1779 0 0.0% Q4 2025 Feb 11, 2026
Ducere Wealth Management LLC History New 1,533 293 0.12% 1780 +1,533 New Q4 2025 Feb 17, 2026
Game Plan Financial Advisors, LLC History New 1,528 292 0.12% 1781 +1,528 New Q4 2025 Jan 14, 2026
Miller Capital Partners, Inc. History New 1,517 290 0.15% 1784 +1,517 New Q4 2025 Feb 17, 2026
Monument Group Wealth Advisors, LLC History No change 1,517 290 0.16% 0.17% 1782 0 0.0% Q4 2025 Jan 15, 2026
Cannon Financial Strategists, Inc. History No change 1,514 290 0.04% 0.04% 1783 0 0.0% Q4 2025 Feb 04, 2026
Alhambra Investment Management LLC History Added to 1,510 289 0.13% 0.13% 1785 +38 2.58% Q4 2025 Jan 15, 2026
Strategic Blueprint, LLC History Reduced 1,508 288 0.02% 0.01% 1787 -52 -3.33% Q4 2025 Jan 30, 2026
MAD RIVER INVESTORS History No change 1,508 288 0.13% 0.12% 1786 0 0.0% Q4 2025 Feb 06, 2026
IVC Wealth Advisors LLC History No change 1,505 288 0.13% 0.13% 1788 0 0.0% Q4 2025 Jan 16, 2026
Warwick Investment Management, Inc. History No change 1,507 288 0.04% 0.05% 1789 0 0.0% Q4 2025 Jan 15, 2026
Hedges Asset Management LLC History No change 1,500 287 0.2% 0.22% 1790 0 0.0% Q4 2025 Jan 27, 2026
Quotient Wealth Partners, LLC History Added to 1,498 286 0.01% 0.01% 1791 +153 11.38% Q4 2025 Jan 22, 2026
THOMPSON DAVIS & CO., INC. History No change 1,491 285 0.17% 0.17% 1792 0 0.0% Q4 2025 Jan 12, 2026
Integrated Investment Consultants, LLC History No change 1,488 285 0.06% 0.05% 1793 0 0.0% Q4 2025 Mar 03, 2026
Carson Advisory Inc. History New 1,472 282 0.15% 1795 +1,472 New Q4 2025 Feb 12, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 1,474 282 0.02% 0.02% 1794 0 0.0% Q4 2025 Jan 28, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History Reduced 1,468 281 0.16% 0.17% 1796 -43 -2.85% Q4 2025 Jan 07, 2026
SPIREPOINT PRIVATE CLIENT, LLC History New 1,462 280 0.03% 1797 +1,462 New Q4 2025 Jan 22, 2026
CPA Asset Management Group, LLC History Added to 1,452 278 0.1% 0.1% 1799 +82 5.99% Q4 2025 Jan 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 1,455 278 0.0% 0.0% 1798 +12 0.83% Q4 2025 Feb 09, 2026
Grey Fox Wealth Advisors, LLC History Reduced 1,446 277 0.06% 0.06% 1800 -4 -0.28% Q4 2025 Feb 12, 2026
Total Wealth Planning & Management, Inc. History New 1,446 276 0.2% 1802 +1,446 New Q4 2025 Feb 11, 2026
ARS Wealth Advisors Group, LLC History No change 1,445 276 0.02% 0.03% 1801 0 0.0% Q4 2025 Jan 12, 2026
S.A. Mason LLC History Added to 1,439 275 0.11% 0.12% 1804 +20 1.41% Q4 2025 Jan 29, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 1,439 275 0.01% 0.01% 1803 0 0.0% Q4 2025 Jan 14, 2026
Harbor Group, Inc. History Added to 1,425 273 0.04% 0.03% 1805 +295 26.11% Q4 2025 Jan 12, 2026
Bernard Wealth Management Corp. History No change 1,430 273 0.11% 0.11% 1806 0 0.0% Q4 2025 Jan 15, 2026
Paragon Capital Management Ltd History No change 1,421 272 0.05% 0.05% 1807 0 0.0% Q4 2025 Jan 22, 2026
GreatBanc Trust CO History Reduced 1,415 271 0.19% 0.88% 1809 -5,335 -79.04% Q4 2025 Feb 12, 2026
Leo Wealth, LLC History Added to 1,418 271 0.02% 0.03% 1810 +344 32.03% Q4 2025 Jan 21, 2026
BANK HAPOALIM BM History Reduced 1,413 271 0.02% 0.04% 1808 -121 -7.89% Q4 2025 Feb 17, 2026
Strong Retirement Solutions LLC History New 1,413 270 0.18% 1811 +1,413 New Q4 2025 Feb 18, 2026
United Advisor Group, LLC History Reduced 1,395 267 0.03% 0.04% 1812 -89 -6.0% Q4 2025 Jan 26, 2026
Kastel Capital Advisors, LLC History New 1,386 265 0.16% 1814 +1,386 New Q4 2025 Feb 18, 2026
Smartleaf Asset Management LLC History Added to 1,372 265 0.01% 0.01% 1813 +837 156.45% Q4 2025 Feb 13, 2026
Capital Squared Financial LLC History Added to 1,388 265 0.21% 0.21% 1815 +122 9.64% Q4 2025 Apr 17, 2026
Ankerstar Wealth, LLC History New 1,380 264 0.26% 1818 +1,380 New Q4 2025 Feb 12, 2026
Clear Point Advisors Inc. History Reduced 1,380 264 0.2% 0.29% 1817 -581 -29.63% Q4 2025 Feb 10, 2026
Rathbones Group PLC History Added to 1,382 264 0.0% 0.0% 1816 +210 17.92% Q4 2025 Feb 06, 2026
Southland Equity Partners LLC History Reduced 1,369 262 0.05% 0.05% 1819 -16 -1.16% Q4 2025 Jan 14, 2026
JIM SAULNIER & ASSOCIATES, LLC History Added to 1,370 262 0.14% 0.14% 1820 +11 0.81% Q4 2025 Jan 29, 2026
Wisconsin Wealth Advisors, LLC History No change 1,359 260 0.25% 0.24% 1821 0 0.0% Q4 2025 Jan 07, 2026
Cooper Financial Group History Added to 1,356 259 0.03% 0.03% 1822 +4 0.3% Q4 2025 Jan 08, 2026
NOESIS CAPITAL MANGEMENT CORP History New 1,346 257 0.04% 1823 +1,346 New Q4 2025 Feb 05, 2026
Sound View Wealth Advisors Group, LLC History Added to 1,345 257 0.02% 0.02% 1824 +3 0.22% Q4 2025 Jan 08, 2026
Hubbell Strickland Wealth Management, LLC History Reduced 1,337 256 0.1% 0.11% 1825 -62 -4.43% Q4 2025 Jan 20, 2026
TOBIAS FINANCIAL ADVISORS, INC. History New 1,330 254 0.04% 1826 +1,330 New Q4 2025 Feb 13, 2026
BXM Wealth LLC History New 1,330 254 0.2% 1827 +1,330 New Q4 2025 Jan 20, 2026
BIP Wealth, LLC History No change 1,326 253 0.01% 0.01% 1828 0 0.0% Q4 2025 Jan 21, 2026
National Wealth Management Group, LLC History Reduced 1,317 252 0.09% 0.27% 1832 -2,486 -65.37% Q4 2025 Jan 12, 2026
Baron Wealth Management LLC History New 1,318 252 0.08% 1831 +1,318 New Q4 2025 Jan 14, 2026
Kesler, Norman & Wride, LLC History Added to 1,316 252 0.04% 0.04% 1829 +4 0.3% Q4 2025 Feb 10, 2026
Archvest Wealth Advisors, Inc. History Reduced 1,320 252 0.16% 0.22% 1830 -2 -0.15% Q4 2025 Feb 13, 2026
Fogel Capital Management, Inc. History No change 1,319 252 0.12% 0.12% 1833 0 0.0% Q4 2025 Feb 02, 2026
TFC Financial Management, Inc. History New 1,314 251 0.03% 1835 +1,314 New Q4 2025 Jan 23, 2026
Cascade Investment Advisors, Inc. History No change 1,314 251 0.15% 0.15% 1834 0 0.0% Q4 2025 Jan 14, 2026
Pacific Point Advisors, LLC History Added to 1,305 250 0.13% 0.14% 1837 +52 4.15% Q4 2025 Jan 21, 2026
Bricktown Capital, LLC History No change 1,308 250 0.04% 0.04% 1836 0 0.0% Q4 2025 Jan 15, 2026
Spectrum Financial Alliance Ltd LLC History No change 1,297 248 0.05% 0.06% 1838 0 0.0% Q4 2025 Jan 30, 2026
Three Arch Wealth Management LLC History New 1,290 247 0.05% 1839 +1,290 New Q4 2025 Feb 13, 2026
Innova Wealth Partners History Added to 1,289 246 0.12% 0.12% 1840 +96 8.05% Q4 2025 Jan 07, 2026
Heritage Family Offices, LLP History Reduced 1,280 245 0.11% 0.23% 1843 -1,312 -50.62% Q4 2025 Jan 12, 2026
Ransom Advisory, Ltd History New 1,282 245 0.1% 1844 +1,282 New Q4 2025 Jan 06, 2026
ARQ WEALTH ADVISORS, LLC History Reduced 1,280 245 0.07% 0.07% 1841 -54 -4.05% Q4 2025 Feb 09, 2026
Ascent Group, LLC History Reduced 1,283 245 0.01% 0.01% 1842 -2 -0.16% Q4 2025 Jan 20, 2026
Main Street Financial Solutions, LLC History Reduced 1,275 244 0.02% 0.13% 1845 -9,298 -87.94% Q4 2025 Feb 17, 2026
Adelphi Trust Co History New 1,276 244 0.2% 1846 +1,276 New Q4 2025 Jan 26, 2026
Unify Financial Advisors History New 1,260 241 0.25% 1849 +1,260 New Q4 2025 Apr 08, 2026
MILESTONE ASSET MANAGEMENT, LLC History Added to 1,262 241 0.05% 0.04% 1847 +59 4.9% Q4 2025 Jan 28, 2026
Compass Financial Services Inc History Added to 1,263 241 0.1% 0.11% 1848 +3 0.24% Q4 2025 Feb 27, 2026
Capital Investment Counsel, LLC History New 1,254 240 0.03% 1851 +1,254 New Q4 2025 Feb 02, 2026
Westview Management dba Westview Investment Advisors History New 1,254 240 0.11% 1852 +1,254 New Q4 2025 Jan 09, 2026
Rather & Kittrell, Inc. History No change 1,257 240 0.04% 0.04% 1850 0 0.0% Q4 2025 Jan 28, 2026
FLOYD FINANCIAL GROUP LLC History Reduced 1,172 239 0.16% 4.46% 1855 -31,031 -96.36% Q4 2025 Feb 24, 2026
Cornerstone Capital, Inc. History No change 1,250 239 0.02% 0.02% 1853 0 0.0% Q4 2025 Feb 12, 2026
LIBRA WEALTH LLC History No change 1,251 239 0.07% 0.07% 1854 0 0.0% Q4 2025 Jan 28, 2026
SVB WEALTH LLC History New 1,239 237 0.01% 1859 +1,239 New Q4 2025 Feb 04, 2026
DMC Group, LLC History Added to 1,240 237 0.16% 0.14% 1860 +178 16.76% Q4 2025 Jan 21, 2026
BLB&B Advisors, LLC History Added to 1,240 237 0.01% 0.01% 1857 +30 2.48% Q4 2025 Jan 26, 2026
Reynders McVeigh Capital Management, LLC History Reduced 1,239 237 0.01% 0.01% 1858 -2 -0.16% Q4 2025 Feb 02, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 1,240 237 0.01% 0.01% 1856 0 0.0% Q4 2025 Jan 30, 2026
TCI Wealth Advisors, Inc. History Added to 1,233 236 0.01% 0.01% 1861 +21 1.73% Q4 2025 Feb 02, 2026
Mattern Wealth Management LLC History No change 1,236 236 0.05% 0.05% 1862 0 0.0% Q4 2025 Jan 16, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 1,228 235 0.02% 0.06% 1864 -2,771 -69.29% Q4 2025 Feb 05, 2026
SHAKER INVESTMENTS LLC/OH History New 1,231 235 0.1% 1863 +1,231 New Q4 2025 Jan 30, 2026
Sargent Investment Group, LLC History New 1,230 235 0.03% 1865 +1,230 New Q4 2025 Feb 13, 2026
Greystone Financial Group, LLC History New 1,229 235 0.04% 1867 +1,229 New Q4 2025 Jan 27, 2026
JSF Financial, LLC History Added to 1,229 235 0.05% 0.05% 1866 +2 0.16% Q4 2025 Feb 04, 2026
Revolve Wealth Partners, LLC History Reduced 1,226 234 0.03% 0.03% 1868 -136 -9.99% Q4 2025 Jan 20, 2026
KINTRA WEALTH, LLC History New 1,217 233 0.03% 1870 +1,217 New Q4 2025 Feb 18, 2026
Global View Capital Management LLC History Reduced 1,218 233 0.04% 0.06% 1871 -221 -15.36% Q4 2025 Jan 14, 2026
Willis Johnson & Associates, Inc. History Reduced 1,222 233 0.01% 0.02% 1869 -73 -5.64% Q4 2025 Jan 22, 2026
NORTHLAND SECURITIES, INC. History New 1,213 232 0.22% 1872 +1,213 New Q4 2025 Jan 23, 2026
CAP Partners, LLC History No change 1,212 232 0.13% 0.13% 1873 0 0.0% Q4 2025 Feb 04, 2026
SeaCrest Wealth Management, LLC History Reduced 1,190 231 0.02% 0.02% 1875 -25 -2.06% Q4 2025 Jan 12, 2026
TCTC Holdings, LLC History No change 1,210 231 0.01% 0.01% 1874 0 0.0% Q4 2025 Feb 12, 2026
Centerpoint Advisors, LLC History No change 1,200 230 0.07% 0.07% 1876 0 0.0% Q4 2025 Feb 13, 2026
BankPlus Trust Department History No change 1,201 230 0.06% 0.06% 1877 0 0.0% Q4 2025 Jan 27, 2026
SYM FINANCIAL Corp History Added to 1,200 229 0.02% 0.02% 1878 +48 4.17% Q4 2025 Feb 13, 2026
Brendel Financial Advisors LLC History Reduced 1,197 229 0.11% 0.12% 1879 -7 -0.58% Q4 2025 Jan 26, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Added to 1,196 229 0.16% 0.17% 1880 +1 0.08% Q4 2025 Jan 23, 2026
MPWM ADVISORY SOLUTIONS, LLC History Added to 1,195 228 0.13% 0.07% 1883 +530 79.7% Q4 2025 Feb 17, 2026
MCDONALD CAPITAL INVESTORS INC/CA History No change 1,195 228 0.01% 0.01% 1881 0 0.0% Q4 2025 Jan 30, 2026
TruNorth Capital Management, LLC History No change 1,192 228 0.04% 0.04% 1882 0 0.0% Q4 2025 Feb 11, 2026
Acropolis Investment Management, LLC History Reduced 1,186 227 0.01% 0.01% 1884 -215 -15.35% Q4 2025 Jan 14, 2026
Ellis Investment Partners, LLC History Added to 1,183 226 0.04% 0.04% 1885 +4 0.34% Q4 2025 Feb 02, 2026
Northwest Bancshares, Inc. History Reduced 1,176 225 0.04% 0.08% 1886 -1,374 -53.88% Q4 2025 Feb 13, 2026
Accurate Wealth Management, LLC History New 1,139 225 0.03% 1887 +1,139 New Q4 2025 Jan 14, 2026
Tradewinds, LLC. History Reduced 1,172 224 0.05% 0.06% 1889 -112 -8.72% Q4 2025 Feb 13, 2026
Washington Trust Advisors, Inc. History Added to 1,173 224 0.02% 0.02% 1888 +16 1.38% Q4 2025 Feb 03, 2026
Cedarwood Wealth LLC History New 1,122 223 0.25% 1890 +1,122 New Q4 2025 Mar 05, 2026
Alliance Private Wealth, LLC History New 1,122 222 0.08% 1896 +1,122 New Q4 2025 Feb 13, 2026
RAM Investment Partners, LLC History Added to 1,159 222 0.04% 0.04% 1895 +81 7.51% Q4 2025 Feb 12, 2026
HAZLETT, BURT & WATSON, INC. History Added to 1,159 222 0.07% 0.07% 1891 +72 6.62% Q4 2025 Feb 10, 2026
MARATHON CAPITAL MANAGEMENT History Added to 1,163 222 0.05% 0.05% 1892 +60 5.44% Q4 2025 Jan 29, 2026
Townsend & Associates, Inc History Reduced 1,117 222 0.02% 0.02% 1893 -40 -3.46% Q4 2025 Jan 26, 2026
Colonial Trust Co / SC History No change 1,151 222 0.03% 0.03% 1894 0 0.0% Q4 2025 Feb 12, 2026
Karani Asset Management LLC History Reduced 1,149 220 0.18% 0.21% 1898 -249 -17.81% Q4 2025 Feb 17, 2026
Operose Advisors LLC History Added to 1,152 220 0.05% 0.05% 1899 +38 3.41% Q4 2025 Feb 10, 2026
Guidance Point Advisors, LLC History No change 1,150 220 0.05% 0.05% 1897 0 0.0% Q4 2025 Feb 11, 2026
Aspen Wealth Management LLC History New 1,142 218 0.05% 1902 +1,142 New Q4 2025 Jan 05, 2026
Campbell Deegan Wealth Management, LLC History Reduced 1,143 218 0.18% 0.25% 1905 -326 -22.19% Q4 2025 Jan 22, 2026
Tortoise Investment Management, LLC History No change 1,140 218 0.02% 0.02% 1900 0 0.0% Q4 2025 Feb 06, 2026
Stonehage Fleming Financial Services Holdings Ltd History No change 1,139 218 0.01% 0.01% 1901 0 0.0% Q4 2025 Jan 13, 2026
Sovereign Investment Advisors, LLC History No change 1,143 218 0.05% 0.06% 1903 0 0.0% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,139 218 0.06% 0.07% 1904 0 0.0% Q4 2025 Feb 11, 2026
Donor Advised Charitable Giving, Inc. History New 1,136 217 0.0% 1907 +1,136 New Q4 2025 Jan 23, 2026
Aspire Capital Advisors LLC History New 1,135 217 0.05% 1908 +1,135 New Q4 2025 Jan 16, 2026
TCV Trust & Wealth Management, Inc. History Reduced 1,132 217 0.02% 0.03% 1906 -445 -28.22% Q4 2025 Jan 23, 2026
TECTONIC ADVISORS LLC History New 1,131 216 0.01% 1909 +1,131 New Q4 2025 Jan 23, 2026
Leslie Global Wealth, LLC History New 1,128 216 0.1% 1910 +1,128 New Q4 2025 Feb 02, 2026
Lighthouse Financial LLC History No change 1,130 216 0.14% 0.14% 1911 0 0.0% Q4 2025 Feb 17, 2026
CHANNEL WEALTH LLC History Reduced 1,118 214 0.05% 0.07% 1914 -198 -15.05% Q4 2025 Feb 03, 2026
Centurion Wealth Management LLC History Reduced 1,120 214 0.05% 0.05% 1913 -7 -0.62% Q4 2025 Jan 14, 2026
Keel Point, LLC History No change 1,121 214 0.01% 0.01% 1912 0 0.0% Q4 2025 Feb 12, 2026
Trace Wealth Advisors, LLC History No change 1,120 214 0.15% 0.16% 1915 0 0.0% Q4 2025 Feb 12, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 1,120 214 0.15% 0.15% 1916 0 0.0% Q4 2025 Feb 02, 2026
Asset One Wealth Management LLC History New 1,066 212 0.03% 1918 +1,066 New Q4 2025 Feb 17, 2026
Edgemoor Investment Advisors, Inc. History Added to 1,107 212 0.02% 0.02% 1917 +10 0.91% Q4 2025 Feb 10, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History New 1,104 211 0.01% 1920 +1,104 New Q4 2025 Jan 27, 2026
Prosperitas Financial LLC History Reduced 1,102 211 0.08% 0.09% 1921 -60 -5.16% Q4 2025 Feb 04, 2026
MassMutual Private Wealth & Trust, FSB History No change 1,105 211 0.01% 0.01% 1919 0 0.0% Q4 2025 Jan 07, 2026
Impact Partnership Wealth, LLC History Reduced 1,101 210 0.03% 0.08% 1922 -1,769 -61.64% Q4 2025 Feb 10, 2026
one8zero8, LLC History New 1,099 210 0.05% 1923 +1,099 New Q4 2025 Feb 17, 2026
BLVD Private Wealth, LLC History Reduced 1,092 209 0.18% 0.18% 1924 -28 -2.5% Q4 2025 Jan 27, 2026
Sun Financial Inc History New 1,089 208 0.12% 1927 +1,089 New Q4 2025 Feb 02, 2026
Signature Equity Partners, LLC History New 1,087 208 0.12% 1928 +1,087 New Q4 2025 Feb 17, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 1,088 208 0.11% 0.09% 1925 0 0.0% Q4 2025 Jan 22, 2026
Kellett Wealth Advisors, LLC History No change 1,090 208 0.12% 0.12% 1926 0 0.0% Q4 2025 Jan 23, 2026
Sippican Capital Advisors History New 1,076 206 0.13% 1930 +1,076 New Q4 2025 Jan 23, 2026
SilverOak Wealth Management LLC History New 1,076 206 0.03% 1931 +1,076 New Q4 2025 Jan 28, 2026
K.J. Harrison & Partners Inc History No change 1,080 206 0.03% 0.03% 1929 0 0.0% Q4 2025 Feb 03, 2026
Pacific Park Financial, Inc. History New 1,072 205 0.13% 1932 +1,072 New Q4 2025 Jan 30, 2026
49 WEALTH MANAGEMENT, LLC History New 1,068 204 0.02% 1935 +1,068 New Q4 2025 Feb 04, 2026
Formidable Asset Management, LLC History Reduced 1,078 204 0.03% 0.04% 1933 -168 -13.48% Q4 2025 Jan 16, 2026
HCR Wealth Advisors History Reduced 1,069 204 0.02% 0.02% 1934 -127 -10.62% Q4 2025 Jan 27, 2026
Banque Transatlantique SA History No change 1,061 204 0.0% 0.0% 1936 0 0.0% Q4 2025 Feb 26, 2026
Northwest Financial Advisors History Reduced 1,060 203 0.42% 1.27% 1939 -4,174 -79.75% Q4 2025 Jan 26, 2026
Plotkin Financial Advisors, LLC History Reduced 1,063 203 0.1% 0.1% 1938 -21 -1.94% Q4 2025 Feb 19, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,062 203 0.01% 0.01% 1937 0 0.0% Q4 2025 Feb 12, 2026
VIRTUE ASSET MANAGEMENT LLC History No change 1,063 203 0.16% 0.17% 1940 0 0.0% Q4 2025 Feb 10, 2026
Mayfair Advisory Group, LLC History Reduced 1,052 202 0.08% 0.11% 1941 -354 -25.18% Q4 2025 Jan 21, 2026
Tannin Capital LLC History New 1,050 201 0.18% 1942 +1,050 New Q4 2025 Feb 17, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 1,050 201 0.03% 1943 +1,050 New Q4 2025 Feb 12, 2026
Sherman Wealth Management LLC History New 1,049 200 0.17% 1945 +1,049 New Q4 2025 Jan 15, 2026
NOVEM GROUP History New 1,047 200 0.02% 1944 +1,047 New Q4 2025 Jan 27, 2026
EPG Wealth Management LLC History Added to 1,042 199 0.05% 0.03% 1946 +402 62.81% Q4 2025 Jan 28, 2026
Ulland Investment Advisors, LLC History Added to 1,040 199 0.16% 0.15% 1947 +15 1.46% Q4 2025 Jan 08, 2026
Copia Wealth Management History Added to 1,019 195 0.14% 0.03% 1948 +788 341.13% Q4 2025 Feb 06, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 982 188 0.05% 0.07% 1949 +51 5.48% Q4 2025 Feb 09, 2026
Missouri Trust & Investment Co History Added to 977 187 0.05% 0.05% 1950 +100 11.4% Q4 2025 Feb 13, 2026
Evelyn Partners Investment Management LLP History No change 975 186 0.01% 0.01% 1951 0 0.0% Q4 2025 Feb 13, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 970 185 0.09% 0.08% 1952 0 0.0% Q4 2025 Feb 13, 2026
Coastline Trust Co History Reduced 943 180 0.02% 0.05% 1953 -1,520 -61.71% Q4 2025 Jan 05, 2026
McIlrath & Eck, LLC History Added to 943 180 0.02% 0.0% 1954 +833 757.27% Q4 2025 Feb 03, 2026
Blue Trust, Inc. History Added to 894 171 0.0% 0.0% 1955 +866 3092.86% Q4 2025 Jan 16, 2026
Oakworth Capital, Inc. History No change 886 169 0.01% 0.01% 1956 0 0.0% Q4 2025 Jan 30, 2026
CVA Family Office, LLC History Reduced 872 167 0.02% 0.02% 1957 -25 -2.79% Q4 2025 Jan 12, 2026
Johnson Financial Group, Inc. History Reduced 852 163 0.01% 0.01% 1958 -860 -50.23% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History New 814 155 0.0% 1959 +814 New Q4 2025 Feb 12, 2026
Family Manage LLC History New 807 154 0.02% 1960 +807 New Q4 2025 Feb 17, 2026
Strive Financial Group ,LLC History New 804 154 0.08% 1962 +804 New Q4 2025 Feb 18, 2026
Y.D. More Investments Ltd History No change 805 154 0.01% 0.01% 1961 0 0.0% Q4 2025 Jan 21, 2026
Laurel Wealth Advisors LLC History New 803 153 0.02% 1964 +803 New Q4 2025 Jan 30, 2026
GS Investments, Inc. History No change 800 153 0.08% 0.07% 1963 0 0.0% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History Added to 797 152 0.01% 0.01% 1965 +1 0.13% Q4 2025 Jan 28, 2026
SOUTH PLAINS FINANCIAL, INC. History Added to 789 151 0.09% 0.03% 1966 +558 241.56% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History Added to 779 149 0.01% 0.0% 1967 +491 170.49% Q4 2025 Feb 17, 2026
Wagner Wealth Management, LLC History Reduced 774 148 0.03% 0.04% 1968 -105 -11.95% Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 768 147 0.09% 1969 +768 New Q4 2025 Feb 19, 2026
Dunhill Financial, LLC History Reduced 757 145 0.04% 0.09% 1970 -1,081 -58.81% Q4 2025 Jan 29, 2026
Gleason Group, Inc. History New 753 144 0.01% 1971 +753 New Q4 2025 Jan 15, 2026
Trust Co History Reduced 742 142 0.01% 0.02% 1972 -97 -11.56% Q4 2025 Jan 15, 2026
DAGCO, INC. History No change 720 137 0.03% 0.03% 1973 0 0.0% Q4 2025 Jan 08, 2026
LRI Investments, LLC History Added to 686 131 0.01% 0.01% 1974 +211 44.42% Q4 2025 Feb 04, 2026
Triumph Capital Management History New 683 130 0.03% 1975 +683 New Q4 2025 Feb 12, 2026
Godfrey Financial Associates, Inc. History New 680 130 0.11% 1976 +680 New Q4 2025 Feb 10, 2026
Hilton Head Capital Partners, LLC History New 660 126 0.07% 1978 +660 New Q4 2025 Feb 11, 2026
Red Tortoise LLC History Reduced 658 126 0.05% 0.06% 1977 -99 -13.08% Q4 2025 Jan 22, 2026
BAYBAN History New 651 124 0.11% 1980 +651 New Q4 2025 Mar 05, 2026
First Command Advisory Services, Inc. History Reduced 648 124 0.0% 0.0% 1979 -37 -5.4% Q4 2025 Feb 11, 2026
Creative Capital Management Investments LLC History No change 640 122 0.04% 0.04% 1981 0 0.0% Q4 2025 Jan 23, 2026
City State Bank History No change 629 120 0.03% 0.03% 1982 0 0.0% Q4 2025 Jan 28, 2026
RHL GROUP, LLC History New 596 114 0.09% 1984 +596 New Q4 2025 Feb 09, 2026
Tanglewood Legacy Advisors, LLC History Reduced 597 114 0.04% 0.05% 1983 -130 -17.88% Q4 2025 Feb 06, 2026
Avion Wealth History Added to 585 112 0.02% 0.0% 1985 +500 588.24% Q4 2025 Jan 23, 2026
SHP Wealth Management History New 583 111 0.01% 1986 +583 New Q4 2025 Mar 04, 2026
Key FInancial Inc History Reduced 561 107 0.02% 0.02% 1988 -87 -13.43% Q4 2025 Feb 09, 2026
Cutler Capital Management, LLC History No change 560 107 0.03% 0.03% 1987 0 0.0% Q4 2025 Feb 13, 2026
Fairscale Capital, LLC History Reduced 557 106 0.07% 0.09% 1989 -97 -14.83% Q4 2025 Feb 17, 2026
MidFirst Bank History New 549 105 0.01% 1990 +549 New Q4 2025 Feb 25, 2026
WOLFF WIESE MAGANA LLC History No change 541 103 0.06% 0.06% 1991 0 0.0% Q4 2025 Jan 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 520 99 0.08% 1992 +520 New Q4 2025 Feb 11, 2026
Quent Capital, LLC History New 516 98 0.01% 1993 +516 New Q4 2025 Jan 29, 2026
Vermillion Wealth Management, Inc. History Reduced 496 95 0.04% 0.03% 1995 -30 -5.7% Q4 2025 Feb 11, 2026
FINANCIAL CONSULATE, INC History No change 497 95 0.01% 0.01% 1994 0 0.0% Q4 2025 Jan 22, 2026
Dougherty Wealth Advisers LLC History No change 500 95 0.05% 0.06% 1996 0 0.0% Q4 2025 Jan 29, 2026
Avalon Trust Co History No change 500 95 0.01% 0.01% 1997 0 0.0% Q4 2025 Feb 09, 2026
Versant Capital Management, Inc History Reduced 490 93 0.01% 0.01% 1998 -29 -5.59% Q4 2025 Jan 08, 2026
Purpose Unlimited Inc. History New 482 92 0.0% 2000 +482 New Q4 2025 Mar 20, 2026
Financial Connections Group, Inc. History No change 484 92 0.03% 0.04% 1999 0 0.0% Q4 2025 Jan 23, 2026