SPDR SERIES TRUST - SDY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Reduced 7,282,625 1,013,450 0.07% 0.07% 1 -73,949 -1.01% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 4,840,696 673,631 0.04% 0.04% 2 +95,878 2.02% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,090,639 430,093 0.13% 0.14% 3 -25,905 -0.83% Q4 2025 Feb 18, 2026
LPL Financial LLC History Reduced 3,028,994 421,514 0.12% 0.12% 4 -2,479 -0.08% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 2,788,428 388,037 12.81% 13.48% 5 +121,368 4.55% Q4 2025 Jan 30, 2026
ROYAL BANK OF CANADA History New 2,143,898 298,345 0.05% — 6 +2,143,898 New Q4 2025 Feb 17, 2026
WELLS FARGO & COMPANY/MN History Added to 2,076,605 288,980 0.05% 0.05% 7 +39,572 1.94% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,713,612 238,466 0.04% 0.04% 8 -19,073 -1.1% Q4 2025 Jan 29, 2026
McCarthy & Cox History Reduced 1,652 229,892 2.79% 0.08% 9 -1,004 -37.8% Q4 2025 Jan 23, 2026
AMERIPRISE FINANCIAL INC History Reduced 1,535,318 213,455 0.05% 0.05% 10 -17,663 -1.14% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 1,424,694 198,260 0.01% 0.01% 11 +29,635 2.12% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 1,275,175 177,453 0.02% 0.0% 12 +1,177,313 1203.03% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,079,523 150,226 0.04% 0.04% 13 -6,289 -0.58% Q4 2025 Feb 10, 2026
Richard Bernstein Advisors LLC History Reduced 1,018,684 141,763 4.17% 4.12% 14 -20,695 -1.99% Q4 2025 Feb 03, 2026
Bank of New York Mellon Corp History Added to 954,596 132,841 0.02% 0.02% 15 +2,837 0.3% Q4 2025 Feb 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 932,453 129,760 0.17% 0.18% 16 -34,285 -3.55% Q4 2025 Feb 12, 2026
Cetera Investment Advisers History Added to 799,885 111,311 0.12% 0.13% 17 +6,960 0.88% Q4 2025 Feb 17, 2026
MAI Capital Management History Added to 791,750 110,179 0.63% 0.67% 18 +19,368 2.51% Q4 2025 Feb 13, 2026
Pathstone Holdings, LLC History New 771,497 107,483 0.41% — 19 +771,497 New Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 737,711 102,659 0.14% 0.14% 20 -10,030 -1.34% Q4 2025 Feb 02, 2026
Destination Wealth Management History Reduced 653,748 90,975 2.38% 2.69% 21 -44,451 -6.37% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Added to 605,170 84,216 0.19% 0.2% 22 +1,231 0.2% Q4 2025 Feb 11, 2026
Capital Investment Advisors, LLC History Reduced 502,568 69,937 1.07% 1.17% 23 -7,752 -1.52% Q4 2025 Jan 13, 2026
1ST SOURCE BANK History Reduced 485,458 67,556 3.54% 4.49% 24 -122,138 -20.1% Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 483,570 67,293 0.04% 0.05% 25 -100,634 -17.23% Q4 2025 Feb 06, 2026
HighTower Advisors, LLC History Reduced 481,880 67,058 0.07% 0.08% 26 -6,074 -1.24% Q4 2025 Feb 06, 2026
STIFEL FINANCIAL CORP History Added to 477,988 66,516 0.06% 0.06% 27 +28,012 6.23% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 476,880 66,384 0.1% 0.09% 28 -2,896 -0.6% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 457,112 63,611 0.04% 0.04% 29 +30,285 7.1% Q4 2025 Feb 17, 2026
Creative Planning History Reduced 442,161 61,531 0.04% 0.05% 30 -23,276 -5.0% Q4 2025 Feb 17, 2026
Elk River Wealth Management LLC History Added to 421,724 58,503 9.4% 9.39% 31 +3,307 0.79% Q4 2025 Feb 06, 2026
MML INVESTORS SERVICES, LLC History Added to 406,721 56,599 0.14% 0.15% 32 +971 0.24% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 372,401 52,974 0.07% 0.08% 33 -6,016 -1.59% Q4 2025 Jan 08, 2026
J.Safra Asset Management Corp History Added to 353,863 49,243 2.58% 2.91% 34 +11,503 3.36% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 331,646 46,151 0.01% 0.01% 35 -2,621 -0.78% Q4 2025 Mar 25, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 325,101 45,241 0.58% 0.42% 36 +101,576 45.44% Q4 2025 Feb 09, 2026
Legacy Financial Group LLC History Added to 291,534 44,502 5.5% 5.31% 37 +1,906 0.66% Q4 2025 Feb 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 284,161 39,543 0.3% 0.3% 38 +11,184 4.1% Q4 2025 Feb 12, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 279,825 38,940 7.04% 7.09% 39 -1,662 -0.59% Q4 2025 Jan 16, 2026
Linscomb Wealth, Inc. History Reduced 278,103 38,700 1.62% 1.68% 40 -260 -0.09% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Reduced 275,277 38,307 0.48% 0.51% 41 -1,892 -0.68% Q4 2025 Feb 09, 2026
Rockefeller Capital Management L.P. History Added to 258,314 35,947 0.06% 0.07% 42 +12,718 5.18% Q4 2025 Mar 16, 2026
Wolff Financial Management LLC History Added to 254,175 35,370 7.95% 8.04% 43 +6,936 2.81% Q4 2025 Feb 06, 2026
Nan Shan Life Insurance Co., Ltd. History No change 247,496 34,441 1.06% 0.74% 44 0 0.0% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Added to 244,654 34,046 0.05% 0.04% 45 +47,675 24.2% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 233,826 32,539 0.09% 0.09% 46 -4,978 -2.08% Q4 2025 Feb 05, 2026
Steward Partners Investment Advisory, LLC History Added to 220,100 30,629 0.17% 0.17% 47 +3,651 1.69% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 219,703 30,573 0.13% 0.14% 48 +7,606 3.59% Q4 2025 Feb 13, 2026
Mariner, LLC History Reduced 219,138 30,495 0.04% 0.04% 49 -1,679 -0.76% Q4 2025 Feb 13, 2026
Lanham O'Dell & Company, Inc. History Added to 217,246 30,231 8.7% 8.87% 50 +18,279 9.19% Q4 2025 Jan 12, 2026
Flaharty Asset Management, LLC History Reduced 198,530 27,627 3.45% 3.8% 51 -15,170 -7.1% Q4 2025 Feb 06, 2026
BENJAMIN EDWARDS INC History Added to 193,953 26,991 0.3% 0.29% 52 +10,567 5.76% Q4 2025 Feb 02, 2026
BANK OF MONTREAL /CAN/ History Reduced 192,215 26,748 0.01% 0.01% 53 -2,498 -1.28% Q4 2025 Feb 12, 2026
Klingman & Associates, LLC History Reduced 191,865 26,699 1.29% 1.37% 54 -2,001 -1.03% Q4 2025 Jan 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 184,447 25,667 0.15% 0.12% 55 +63,360 52.33% Q4 2025 Feb 17, 2026
NWF Advisory Services Inc. History Reduced 182,430 25,386 2.81% 2.86% 56 -3,687 -1.98% Q4 2025 Mar 03, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 181,949 25,320 2.69% 2.83% 57 -414 -0.23% Q4 2025 Jan 09, 2026
Orion Porfolio Solutions, LLC History Reduced 178,845 24,888 0.18% 0.21% 58 -17,274 -8.81% Q4 2025 Feb 12, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 175,880 24,475 8.06% 8.22% 59 +230 0.13% Q4 2025 Jan 27, 2026
HUNTINGTON NATIONAL BANK History Added to 169,242 23,551 0.14% 0.14% 60 +2,445 1.47% Q4 2025 Feb 09, 2026
SCOTIA CAPITAL INC. History Reduced 151,280 21,047 0.08% 0.09% 61 -6,317 -4.01% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 150,913 21,001 0.01% 0.0% 62 +100,308 198.22% Q4 2025 Feb 10, 2026
Capital Advisors, Ltd. LLC History Reduced 145,641 20,267 2.29% 2.32% 63 -841 -0.57% Q4 2025 Jan 21, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 135,966 18,920 0.04% 0.04% 64 -1,183 -0.86% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 134,020 18,650 0.13% 0.13% 65 +8,308 6.61% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 132,157 18,393 0.02% 0.02% 66 +40,682 44.47% Q4 2025 Feb 13, 2026
TigerOak Management, L.L.C. History Reduced 124,372 17,307 5.28% 5.46% 67 -1,175 -0.94% Q4 2025 Jan 21, 2026
FMR LLC History Reduced 118,045 16,427 0.0% 0.0% 68 -586 -0.49% Q4 2025 Feb 17, 2026
COMERICA BANK History Reduced 114,551 15,941 0.06% 0.06% 69 -2,386 -2.04% Q4 2025 Jan 29, 2026
Private Advisor Group, LLC History Added to 114,377 15,916 0.07% 0.07% 70 +5,959 5.5% Q4 2025 Feb 17, 2026
Midwest Trust Co History Added to 113,533 15,799 0.2% 0.2% 71 +2,792 2.52% Q4 2025 Feb 04, 2026
UMB Bank, n.a. History Reduced 111,417 15,504 0.21% 0.24% 72 -2,995 -2.62% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 110,533 15,433 0.02% 0.02% 73 +4,862 4.6% Q4 2025 Feb 18, 2026
&PARTNERS History Added to 108,987 15,161 0.08% 0.09% 74 +9,998 10.1% Q4 2025 Feb 17, 2026
ASSOCIATED BANC-CORP History Added to 108,878 15,151 0.39% 0.39% 75 +2,045 1.91% Q4 2025 Feb 06, 2026
Hubbell Strickland Wealth Management, LLC History Reduced 104,437 14,533 5.85% 6.07% 76 -951 -0.9% Q4 2025 Jan 20, 2026
CIBC WORLD MARKET INC. History Added to 103,701 14,431 0.02% 0.02% 77 +11,073 11.95% Q4 2025 Feb 10, 2026
BOKF, NA History Added to 102,079 14,205 0.22% 0.21% 78 +622 0.61% Q4 2025 Feb 03, 2026
CRA Financial Services, LLC History Reduced 99,184 13,802 1.81% 1.93% 79 -1,535 -1.52% Q4 2025 Jan 16, 2026
Prosperity Consulting Group, LLC History Reduced 98,201 13,665 0.61% 0.7% 80 -3,648 -3.58% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 98,057 13,645 0.01% 0.01% 81 +2,614 2.74% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 97,101 13,524 0.02% 0.02% 82 +19,022 24.36% Q4 2025 Mar 09, 2026
Regent Peak Wealth Advisors LLC History Reduced 95,924 13,348 2.63% 2.76% 83 -2,361 -2.4% Q4 2025 Jan 08, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 95,884 13,343 7.32% 7.49% 84 +2,112 2.25% Q4 2025 Jan 08, 2026
US BANCORP \DE\ History Added to 93,919 13,069 0.02% 0.02% 85 +294 0.31% Q4 2025 Jan 30, 2026
Cerity Partners LLC History Added to 93,790 13,051 0.02% 0.02% 86 +21,369 29.51% Q4 2025 Feb 11, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 92,651 12,893 0.41% 0.42% 87 -1,060 -1.13% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 91,591 12,745 0.07% 0.08% 88 -5,115 -5.29% Q4 2025 Jan 29, 2026
Mesirow Financial Investment Management, Inc. History Reduced 90,575 12,604 0.26% 0.26% 89 -12,869 -12.44% Q4 2025 Feb 05, 2026
HB Wealth Management, LLC History Added to 89,293 12,426 0.08% 0.08% 90 +823 0.93% Q4 2025 Jan 28, 2026
Americana Partners, LLC History Added to 89,017 12,387 0.34% 0.2% 91 +41,746 88.31% Q4 2025 Feb 06, 2026
M&T BANK CORP History Reduced 88,451 12,308 0.04% 0.04% 92 -2,297 -2.53% Q4 2025 Jan 30, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History Added to 86,864 12,087 1.62% 1.34% 93 +27,253 45.72% Q4 2025 Feb 17, 2026
WESBANCO BANK INC History Reduced 85,039 11,834 0.33% 0.33% 94 -421 -0.49% Q4 2025 Feb 03, 2026
MSH Capital Advisors LLC History Added to 83,962 11,684 2.5% 3.04% 95 +2,858 3.52% Q4 2025 Feb 09, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 83,160 11,572 0.25% 0.29% 96 -10,140 -10.87% Q4 2025 Feb 05, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 82,747 11,510 0.01% 0.01% 97 -889 -1.06% Q4 2025 Feb 17, 2026
NBT BANK N A /NY History No change 82,327 11,456 0.74% 0.75% 98 0 0.0% Q4 2025 Jan 23, 2026
NORTHERN TRUST CORP History Reduced 81,089 11,284 0.0% 0.0% 99 -12,179 -13.06% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 80,533 11,207 0.06% 0.07% 100 -4,177 -4.93% Q4 2025 Feb 10, 2026
World Investment Advisors History Added to 80,205 11,161 0.18% 0.21% 101 +6,744 9.18% Q4 2025 Mar 12, 2026
SAGE RHINO CAPITAL LLC History Added to 78,414 10,912 2.06% 2.1% 102 +795 1.02% Q4 2025 Jan 30, 2026
NewEdge Advisors, LLC History Reduced 77,691 10,811 0.04% 0.05% 103 -5,558 -6.68% Q4 2025 Feb 18, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 77,421 10,773 0.2% 0.22% 104 +116 0.15% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Added to 77,205 10,743 0.03% 0.03% 105 +3,125 4.22% Q4 2025 Feb 17, 2026
IHT Wealth Management, LLC History Reduced 77,151 10,736 0.26% 0.28% 106 -647 -0.83% Q4 2025 Feb 17, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 73,932 10,288 3.34% 3.67% 107 -1,753 -2.32% Q4 2025 Feb 13, 2026
Destiny Wealth Partners, LLC History Added to 69,095 10,137 1.16% 1.19% 108 +14 0.02% Q4 2025 Feb 03, 2026
CX Institutional History Reduced 72,793 10,130 0.3% 0.31% 109 -746 -1.01% Q4 2025 Feb 02, 2026
GREENLEAF TRUST History Added to 72,368 10,070 0.09% 0.09% 110 +594 0.83% Q4 2025 Jan 21, 2026
PRECEDENT WEALTH PARTNERS, LLC History Reduced 71,737 9,982 2.09% 2.43% 111 -6,936 -8.82% Q4 2025 Jan 07, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 69,342 9,649 0.14% 0.14% 112 +1,551 2.29% Q4 2025 Jan 05, 2026
CWM, LLC History Reduced 68,966 9,597 0.03% 0.04% 113 -33,384 -32.62% Q4 2025 Jan 26, 2026
BROWN ADVISORY INC History Added to 67,855 9,442 0.01% 0.01% 114 +3,698 5.76% Q4 2025 Feb 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 66,091 9,197 0.14% 0.15% 115 +2 0.0% Q4 2025 Jan 22, 2026
ALLIANCEBERNSTEIN L.P. History Added to 65,093 9,058 0.0% 0.0% 116 +2,687 4.31% Q4 2025 Feb 17, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 61,654 8,959 2.01% 2.26% 117 -1,143 -1.82% Q4 2025 Feb 04, 2026
OPPENHEIMER & CO INC History Added to 62,740 8,730 0.12% 0.11% 118 +1,086 1.76% Q4 2025 Feb 02, 2026
Wealthspire Retirement, LLC History Reduced 62,578 8,708 0.53% 0.59% 119 -2,918 -4.46% Q4 2025 Feb 18, 2026
KITCHING PARTNERS, LLC History Reduced 61,085 8,500 7.76% 10.07% 120 -15,042 -19.76% Q4 2025 Feb 18, 2026
Fifth Third Wealth Advisors LLC History Reduced 60,497 8,418 0.3% 0.32% 121 -1,079 -1.75% Q4 2025 Jan 15, 2026
Simmons Bank History Reduced 59,304 8,252 0.55% 0.57% 122 -1,275 -2.1% Q4 2025 Feb 05, 2026
Wellspring Financial Advisors, LLC History Reduced 59,177 8,236 0.65% 0.77% 123 -702 -1.17% Q4 2025 Feb 11, 2026
MONECO ADVISORS, LLC History Reduced 58,746 8,175 0.65% 0.7% 124 -1,264 -2.11% Q4 2025 Feb 04, 2026
Corsicana & Co. History Reduced 58,330 8,117 4.56% 4.62% 125 -365 -0.62% Q4 2025 Jan 07, 2026
Composition Wealth, LLC History Reduced 56,327 7,838 0.11% 0.12% 126 -2,136 -3.65% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Reduced 56,049 7,799 0.05% 0.07% 127 -958 -1.68% Q4 2025 Feb 18, 2026
Premier Private Wealth Management LLC History New 51,636 7,704 7.98% — 128 +51,636 New Q4 2025 Feb 11, 2026
EARNED WEALTH ADVISORS, LLC History Added to 55,163 7,676 2.48% 0.08% 129 +51,665 1476.99% Q4 2025 Jan 27, 2026
Cornerstone Wealth Management, LLC History Reduced 54,959 7,648 0.4% 0.45% 130 -3,711 -6.33% Q4 2025 Feb 05, 2026
Koenig Investment Advisory, LLC History New 49,121 7,616 6.17% — 131 +49,121 New Q4 2025 Mar 03, 2026
Wealthspire Advisors, LLC History Reduced 54,222 7,545 0.06% 0.04% 132 -1,906 -3.4% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Reduced 53,601 7,459 0.01% 0.01% 133 -816 -1.5% Q4 2025 Feb 12, 2026
Stratos Wealth Partners, LTD. History Reduced 53,463 7,439 0.08% 0.09% 134 -31 -0.06% Q4 2025 Jan 20, 2026
Whitegate Investment Counselors, Inc. History Added to 53,028 7,379 2.31% 2.44% 135 +30 0.06% Q4 2025 Feb 10, 2026
Allworth Financial LP History New 52,768 7,343 0.03% — 136 +52,768 New Q4 2025 Feb 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 52,349 7,286 0.09% 0.1% 137 -927 -1.74% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Reduced 52,017 7,238 0.0% 0.0% 138 -1,609 -3.0% Q4 2025 Feb 11, 2026
Pinnacle Financial Partners, Inc. History New 51,886 7,222 0.05% — 139 +51,886 New Q4 2025 Feb 18, 2026
Aries Wealth Management History Reduced 50,770 7,065 1.56% 1.7% 140 -659 -1.28% Q4 2025 Jan 30, 2026
IEQ CAPITAL, LLC History Added to 50,544 7,033 0.02% 0.02% 141 +847 1.7% Q4 2025 Feb 13, 2026
Aspen Grove Capital, LLC History Added to 50,332 7,004 1.21% 1.19% 142 +9 0.02% Q4 2025 Feb 17, 2026
Private Wealth Group, LLC History Added to 50,071 6,967 3.34% 3.39% 143 +1,449 2.98% Q4 2025 Jan 12, 2026
Meridian Wealth Advisors, LLC History Added to 49,950 6,950 0.96% 0.94% 144 +2,788 5.91% Q4 2025 Feb 17, 2026
Cresset Asset Management, LLC History Added to 49,056 6,826 0.03% 0.03% 145 +3,712 8.19% Q4 2025 Feb 17, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 48,856 6,798 0.14% 0.14% 146 -2,623 -5.1% Q4 2025 Feb 05, 2026
Merit Financial Group, LLC History Reduced 47,980 6,676 0.05% 0.06% 147 -1,287 -2.61% Q4 2025 Jan 26, 2026
Cornerstone Advisory, LLC History Added to 46,319 6,445 0.61% 0.64% 148 +142 0.31% Q4 2025 Jan 28, 2026
Climber Capital SA History New 46,537 6,300 4.11% — 149 +46,537 New Q4 2025 Feb 03, 2026
CITADEL ADVISORS LLC History Added to 45,145 6,282 0.0% 0.0% 150 +8,196 22.18% Q4 2025 Feb 17, 2026
American Money Management, LLC History Added to 44,851 6,241 0.98% 1.02% 151 +1,255 2.88% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 43,175 6,141 0.13% 0.13% 152 -319 -0.73% Q4 2025 Jan 26, 2026
Arkadios Wealth Advisors History Added to 43,775 6,091 0.12% 0.08% 153 +19,130 77.62% Q4 2025 Feb 13, 2026
Shulman DeMeo Asset Management LLC History Reduced 43,296 6,025 1.37% 1.41% 154 -503 -1.15% Q4 2025 Jan 14, 2026
Lido Advisors, LLC History Added to 42,951 6,013 0.02% 0.02% 155 +1,547 3.74% Q4 2025 Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 42,277 5,883 0.28% 0.29% 156 +8,081 23.63% Q4 2025 Jan 28, 2026
Perennial Investment Advisors, LLC History Reduced 42,217 5,874 0.46% 0.5% 157 -1,361 -3.12% Q4 2025 Feb 17, 2026
TL Private Wealth History Reduced 40,349 5,792 2.23% 2.27% 158 -641 -1.56% Q4 2025 Jan 12, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 41,259 5,741 2.25% 2.16% 159 +3,313 8.73% Q4 2025 Jan 27, 2026
Houlihan Financial Resource Group, Ltd. History Added to 39,373 5,641 2.14% 2.2% 160 +21,481 120.06% Q4 2025 Feb 10, 2026
Essex Financial Services, Inc. History Reduced 40,214 5,596 0.32% 0.35% 161 -1,207 -2.91% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 39,740 5,530 0.07% 0.08% 162 -2,786 -6.55% Q4 2025 Jan 30, 2026
Sunbelt Securities, Inc. History Added to 39,607 5,511 0.37% 0.38% 163 +27 0.07% Q4 2025 Feb 20, 2026
FIRST HORIZON CORP History Reduced 39,091 5,439 0.24% 0.26% 164 -82 -0.21% Q4 2025 Jan 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 38,504 5,358 0.25% 0.24% 165 -423 -1.09% Q4 2025 Jan 21, 2026
Torrey-Payne Wealth Management, LLC History New 36,401 5,340 4.78% — 166 +36,401 New Q4 2025 Feb 19, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 38,029 5,292 0.09% 0.09% 167 -120 -0.31% Q4 2025 Feb 12, 2026
WHITTIER TRUST CO History Reduced 36,810 5,236 0.06% 0.06% 168 -1,235 -3.25% Q4 2025 Jan 26, 2026
Westside Investment Management, Inc. History Added to 37,505 5,219 0.83% 0.8% 169 +1,752 4.9% Q4 2025 Jan 23, 2026
REGIONS FINANCIAL CORP History New 37,406 5,205 0.03% — 170 +37,406 New Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History No change 37,364 5,199 0.03% 0.03% 171 0 0.0% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 36,401 5,065 0.19% 0.26% 172 +7,846 27.48% Q4 2025 Feb 04, 2026
TD Waterhouse Canada Inc. History Added to 36,242 5,041 0.03% 0.03% 173 +6,719 22.76% Q4 2025 Jan 27, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 36,188 5,035 1.98% — 174 +36,188 New Q4 2025 Jan 15, 2026
Salomon & Ludwin, LLC History Reduced 35,325 4,973 0.44% 0.45% 175 -406 -1.14% Q4 2025 Jan 28, 2026
Strategent Financial, LLC History Reduced 35,513 4,941 3.13% 3.8% 176 -2,408 -6.35% Q4 2025 Jan 29, 2026
Smithfield Trust Co History Reduced 35,394 4,926 0.22% 0.28% 177 -9,309 -20.82% Q4 2025 Feb 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 35,158 4,892 0.06% 0.06% 178 +4,824 15.9% Q4 2025 Jan 29, 2026
PETTYJOHN, WOOD & WHITE, INC History Reduced 34,352 4,780 0.75% 0.8% 179 -337 -0.97% Q4 2025 Feb 11, 2026
Vestmark Advisory Solutions, Inc. History Added to 34,213 4,761 0.06% 0.04% 180 +18,445 116.98% Q4 2025 Feb 06, 2026
EP Wealth Advisors, LLC History New 34,121 4,748 0.02% — 181 +34,121 New Q4 2025 Feb 18, 2026
Stablepoint Partners, LLC History Added to 33,006 4,593 0.72% 0.36% 182 +16,757 103.13% Q4 2025 Jan 13, 2026
Neumann Capital Management, LLC History Reduced 32,715 4,552 1.32% 1.35% 183 -185 -0.56% Q4 2025 Jan 14, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 32,655 4,544 1.02% 1.09% 184 -346 -1.05% Q4 2025 Jan 12, 2026
Johnson & White Wealth Management, LLC History Reduced 32,053 4,460 1.94% 2.1% 185 -707 -2.16% Q4 2025 Feb 05, 2026
Firestone Capital Management History Reduced 32,031 4,457 0.95% 1.0% 186 -934 -2.83% Q4 2025 Feb 09, 2026
1834 INVESTMENT ADVISORS CO History Reduced 31,956 4,446 0.56% 0.65% 187 -6,071 -15.96% Q4 2025 Jan 29, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 31,745 4,417 0.04% 0.04% 188 +1,740 5.8% Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 31,613 4,399 0.21% 0.27% 189 +3,470 12.33% Q4 2025 Feb 12, 2026
MGO ONE SEVEN LLC History Added to 30,718 4,274 0.09% 0.07% 190 +8,155 36.14% Q4 2025 Feb 03, 2026
BlackRock, Inc. History Added to 30,397 4,230 0.0% 0.0% 191 +7,818 34.63% Q4 2025 Feb 12, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 30,306 4,217 0.87% 0.98% 192 +208 0.69% Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Added to 30,162 4,197 0.07% 0.08% 193 +365 1.22% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 30,018 4,177 0.08% 0.08% 194 -369 -1.21% Q4 2025 Jan 07, 2026
Charles Schwab Trust Co History Added to 29,980 4,172 0.27% 0.28% 195 +82 0.27% Q4 2025 Jan 09, 2026
Prospera Financial Services Inc History Added to 29,441 4,102 0.07% 0.06% 196 +2,327 8.58% Q4 2025 Feb 09, 2026
DEUTSCHE BANK AG\ History Reduced 29,468 4,100 0.0% 0.0% 197 -4,171 -12.4% Q4 2025 Feb 11, 2026
Lewis Asset Management, LLC History Reduced 29,400 4,091 1.67% 1.73% 198 -685 -2.28% Q4 2025 Jan 15, 2026
American Trust History Reduced 29,120 4,052 0.34% 0.35% 199 -506 -1.71% Q4 2025 Feb 17, 2026
LifeSteps Financial, Inc. History Reduced 29,051 4,042 2.59% 2.64% 200 -306 -1.04% Q4 2025 Jan 28, 2026
Balefire, LLC History Added to 28,998 4,035 0.79% 0.81% 201 +24 0.08% Q4 2025 Jan 12, 2026
NOVEM GROUP History Reduced 28,997 4,035 0.46% 0.48% 202 -4 -0.01% Q4 2025 Jan 27, 2026
Black Diamond Financial, LLC History Reduced 28,467 3,961 0.42% 0.49% 203 -2,858 -9.12% Q4 2025 Feb 03, 2026
Badgley Phelps Wealth Managers, LLC History Added to 28,195 3,923 0.07% 0.08% 204 +1,683 6.35% Q4 2025 Jan 28, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 28,090 3,908 0.25% 0.27% 205 -1,463 -4.95% Q4 2025 Feb 04, 2026
Chicago Partners Investment Group LLC History Added to 26,419 3,873 0.1% 0.09% 206 +2,282 9.45% Q4 2025 Jan 28, 2026
Baltimore-Washington Financial Advisors, Inc. History Reduced 27,816 3,870 0.16% 0.18% 207 -1,644 -5.58% Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 27,278 3,796 0.0% 0.0% 208 +271 1.0% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Reduced 26,993 3,756 0.02% 0.02% 209 -1,183 -4.2% Q4 2025 Jan 12, 2026
Larson Financial Group LLC History Added to 26,804 3,730 0.12% 0.13% 210 +18 0.07% Q4 2025 Feb 06, 2026
Shum Financial Group, Inc. History Added to 26,545 3,694 2.66% 2.72% 211 +475 1.82% Q4 2025 Jan 15, 2026
Meridian Financial Advisors, LLC History Reduced 26,277 3,656 1.99% 2.1% 212 -395 -1.48% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Reduced 26,094 3,631 0.03% 0.04% 213 -968 -3.58% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 25,856 3,598 0.0% 0.0% 214 -29 -0.11% Q4 2025 Feb 17, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 25,846 3,596 0.32% 0.33% 215 -879 -3.29% Q4 2025 Jan 30, 2026
Asset Management Group, Inc. History Added to 25,614 3,564 0.58% 0.58% 216 +250 0.99% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 25,576 3,559 0.04% 0.06% 217 +1,406 5.82% Q4 2025 Jan 29, 2026
CENTRAL TRUST Co History Reduced 25,546 3,555 0.07% 0.08% 218 -890 -3.37% Q4 2025 Feb 02, 2026
Financial Planning Hawaii, Inc. History New 25,072 3,489 2.01% — 219 +25,072 New Q4 2025 Jan 15, 2026
Freestone Capital Holdings, LLC History Reduced 24,911 3,466 0.1% 0.11% 220 -1 -0.0% Q4 2025 Jan 23, 2026
Prime Capital Investment Advisors, LLC History Added to 24,761 3,445 0.04% 0.04% 221 +180 0.73% Q4 2025 Jan 21, 2026
Snowden Capital Advisors LLC History Added to 24,635 3,428 0.09% 0.08% 222 +2,600 11.8% Q4 2025 Feb 17, 2026
Independence Bank of Kentucky History No change 24,517 3,411 0.42% 0.44% 223 0 0.0% Q4 2025 Jan 20, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 24,335 3,387 0.81% 0.88% 224 -1,520 -5.88% Q4 2025 Jan 29, 2026
D.A. DAVIDSON & CO. History Added to 24,298 3,381 0.02% 0.02% 225 +283 1.18% Q4 2025 Jan 29, 2026
J.W. COLE ADVISORS, INC. History Reduced 33,731 3,376 0.08% 0.17% 226 -28,220 -45.55% Q4 2025 Feb 11, 2026
FELL CAPITAL MANAGEMENT /ADV History New 24,027 3,343 3.26% — 227 +24,027 New Q4 2025 Mar 27, 2026
Advisory Services Network, LLC History Added to 23,856 3,319 0.05% 0.05% 228 +703 3.04% Q4 2025 Feb 17, 2026
CITIGROUP INC History Reduced 23,761 3,306 0.0% 0.0% 229 -2,160 -8.33% Q4 2025 Feb 13, 2026
Treasure Coast Financial Planning History Added to 23,635 3,289 1.75% 1.8% 230 +618 2.68% Q4 2025 Jan 22, 2026
Blueprint Investment Partners LLC History Reduced 23,627 3,287 0.35% 0.47% 231 -135 -0.57% Q4 2025 Feb 17, 2026
Blueprint Financial Advisors LLC History Reduced 23,627 3,287 0.5% 0.72% 232 -105 -0.44% Q4 2025 Feb 13, 2026
Sage Capital Management, LLC History Added to 23,600 3,284 1.52% 1.48% 233 +148 0.63% Q4 2025 Jan 15, 2026
Perigon Wealth Management, LLC History Reduced 23,457 3,264 0.06% 0.07% 234 -287 -1.21% Q4 2025 Jan 16, 2026
SIMON QUICK ADVISORS, LLC History Reduced 23,186 3,226 0.14% 0.15% 235 -961 -3.98% Q4 2025 Jan 29, 2026
AA Financial Advisors, LLC History Reduced 23,075 3,211 0.59% 0.64% 236 -326 -1.39% Q4 2025 Jan 14, 2026
Janney Capital Management LLC History New 22,883 3,184 0.2% — 237 +22,883 New Q4 2025 Feb 11, 2026
GREENBERG FINANCIAL GROUP History New 22,603 3,145 1.29% — 238 +22,603 New Q4 2025 Jan 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 22,523 3,134 0.02% 0.02% 239 +3,096 15.94% Q4 2025 Feb 11, 2026
BESSEMER GROUP INC History No change 22,447 3,124 0.0% 0.0% 240 0 0.0% Q4 2025 Feb 05, 2026
Sequoia Financial Advisors, LLC History Added to 22,204 3,089 0.02% 0.02% 241 +1,530 7.4% Q4 2025 Feb 03, 2026
Connecticut Wealth Management, LLC History Reduced 22,185 3,087 0.13% 0.14% 242 -96 -0.43% Q4 2025 Feb 12, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 22,100 3,075 0.01% 0.01% 243 -3,200 -12.65% Q4 2025 Jan 26, 2026
WELCH & FORBES LLC History Added to 22,079 3,072 0.04% 0.04% 244 +179 0.82% Q4 2025 Feb 10, 2026
ProVise Management Group, LLC History Reduced 21,825 3,037 0.22% 0.26% 245 -3,782 -14.77% Q4 2025 Jan 29, 2026
Legacy Advisors, LLC History Reduced 21,685 3,017 0.32% 0.39% 246 -615 -2.76% Q4 2025 Jan 27, 2026
PFG Investments, LLC History Added to 21,519 2,994 0.14% 0.16% 247 +49 0.23% Q4 2025 Jan 26, 2026
DENVER WEALTH MANAGEMENT, INC. History Reduced 21,391 2,976 1.05% 1.2% 248 -1,883 -8.09% Q4 2025 Feb 13, 2026
Western Wealth Management, LLC History Added to 21,371 2,974 0.14% 0.15% 249 +868 4.23% Q4 2025 Feb 05, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Reduced 21,345 2,970 0.34% 0.42% 250 -2,210 -9.38% Q4 2025 Feb 17, 2026
Principle Wealth Partners LLC History Added to 21,302 2,964 0.17% 0.16% 251 +1,389 6.98% Q4 2025 Feb 06, 2026
FIRST TRUST ADVISORS LP History Added to 21,243 2,956 0.0% 0.0% 252 +645 3.13% Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Reduced 21,021 2,925 0.05% 0.06% 253 -83 -0.39% Q4 2025 Jan 23, 2026
Narwhal Capital Management History No change 20,989 2,920 0.21% 0.22% 254 0 0.0% Q4 2025 Jan 30, 2026
Ameritas Investment Partners, Inc. History Reduced 20,882 2,905 0.09% 0.09% 255 -27 -0.13% Q4 2025 Feb 11, 2026
CHOREO, LLC History Added to 20,512 2,874 0.04% 0.03% 256 +1,508 7.94% Q4 2025 Jan 23, 2026
FineMark National Bank & Trust History Added to 19,921 2,772 0.09% 0.09% 257 +802 4.19% Q4 2025 Feb 12, 2026
Argent Trust Co History Added to 19,871 2,765 0.09% 0.09% 258 +1,065 5.66% Q4 2025 Feb 10, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 19,650 2,734 1.18% 1.24% 259 -30 -0.15% Q4 2025 Jan 12, 2026
Roble, Belko & Company, Inc History No change 19,565 2,723 0.36% 0.37% 260 0 0.0% Q4 2025 Jan 12, 2026
Sugar Maple Asset Management, LLC History No change 19,022 2,647 1.78% 1.91% 261 0 0.0% Q4 2025 Jan 20, 2026
Savvy Advisors, Inc. History New 19,001 2,644 0.09% — 262 +19,001 New Q4 2025 Jan 20, 2026
PKS Advisory Services, LLC History Reduced 18,820 2,618 0.6% 0.59% 263 -1,227 -6.12% Q4 2025 Feb 02, 2026
Farther Finance Advisors, LLC History Added to 18,541 2,580 0.03% 0.02% 264 +6,765 57.45% Q4 2025 Jan 23, 2026
MONTAG A & ASSOCIATES INC History Reduced 18,477 2,571 0.12% 0.12% 265 -500 -2.63% Q4 2025 Feb 02, 2026
Calydon Capital History Added to 18,138 2,524 0.43% 0.4% 266 +131 0.73% Q4 2025 Feb 17, 2026
PLANNING DIRECTIONS INC History Reduced 17,991 2,503 1.26% 1.38% 267 -936 -4.95% Q4 2025 Jan 21, 2026
New England Private Wealth Advisors LLC History Added to 17,976 2,501 0.31% 0.33% 268 +28 0.16% Q4 2025 Feb 13, 2026
CAPSTONE WEALTH MANAGEMENT GROUP, LLC History Reduced 17,967 2,500 1.05% 1.1% 269 -589 -3.17% Q4 2025 Feb 13, 2026
Harbour Capital Advisors, LLC History Added to 17,755 2,486 0.51% 0.51% 270 +50 0.28% Q4 2025 Jan 07, 2026
Visionary Wealth Advisors History Reduced 17,702 2,463 0.11% 0.12% 271 -376 -2.08% Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 17,611 2,458 0.0% 0.0% 272 +9,657 121.41% Q4 2025 Feb 05, 2026
Belpointe Asset Management LLC History Added to 17,647 2,455 0.09% 0.08% 273 +2,458 16.18% Q4 2025 Jan 27, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 15,793 2,422 0.35% 0.17% 274 +8,200 107.99% Q4 2025 Feb 11, 2026
PARK AVENUE SECURITIES LLC History Added to 17,207 2,395 0.02% 0.01% 275 +3,699 27.38% Q4 2025 Jan 05, 2026
Financial Engines Advisors L.L.C. History Added to 16,932 2,356 0.0% 0.0% 276 +134 0.8% Q4 2025 Feb 12, 2026
Arax Advisory Partners History New 16,628 2,314 0.07% — 277 +16,628 New Q4 2025 Feb 13, 2026
Mutual Advisors, LLC History Reduced 16,590 2,308 0.05% 0.05% 278 -154 -0.92% Q4 2025 Feb 02, 2026
Purkiss Capital Advisors LLC History Reduced 16,485 2,294 1.08% 1.11% 279 -145 -0.87% Q4 2025 Feb 04, 2026
Focus Financial Network, Inc. History Reduced 16,267 2,263 0.08% 0.08% 280 -104 -0.64% Q4 2025 Jan 12, 2026
Sachetta, LLC History Added to 16,256 2,262 1.24% 0.85% 281 +9 0.06% Q4 2025 Feb 02, 2026
Apollon Wealth Management, LLC History Added to 16,242 2,260 0.04% 0.04% 282 +19 0.12% Q4 2025 Jan 22, 2026
Occidental Asset Management, LLC History No change 16,227 2,258 0.27% 0.29% 283 0 0.0% Q4 2025 Jan 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 16,140 2,246 0.03% 0.01% 284 +12,380 329.26% Q4 2025 Feb 12, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 16,075 2,236 0.05% 0.05% 285 -258 -1.58% Q4 2025 Jan 27, 2026
COZAD ASSET MANAGEMENT INC History Reduced 15,678 2,181 0.17% 0.18% 286 -286 -1.79% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 15,644 2,176 0.03% 0.03% 288 +149 0.96% Q4 2025 Feb 13, 2026
Madison Asset Management, LLC History Added to 15,638 2,176 0.03% 0.02% 287 +25 0.16% Q4 2025 Feb 04, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 15,527 2,160 0.03% 0.04% 289 -102 -0.65% Q4 2025 Jan 13, 2026
TRUE Private Wealth Advisors History Reduced 15,511 2,158 0.22% 0.23% 291 -654 -4.05% Q4 2025 Feb 13, 2026
INVESTMENT PARTNERS, LTD. History No change 15,509 2,158 0.76% 0.76% 290 0 0.0% Q4 2025 Feb 10, 2026
Retirement Investment Advisors, Inc. History Reduced 15,460 2,151 0.17% 0.19% 292 -866 -5.3% Q4 2025 Jan 21, 2026
PDS Planning, Inc History Added to 15,240 2,120 0.14% 0.15% 293 +12 0.08% Q4 2025 Jan 26, 2026
Global Retirement Partners, LLC History Reduced 15,154 2,108 0.04% 0.06% 295 -3,491 -18.72% Q4 2025 Feb 06, 2026
OneDigital Investment Advisors LLC History Added to 15,153 2,108 0.02% 0.02% 294 +925 6.5% Q4 2025 Feb 13, 2026
truNorth Financial Services, Inc. History New 15,059 2,095 2.27% — 296 +15,059 New Q4 2025 Feb 17, 2026
Ellenbecker Investment Group History Added to 14,996 2,086 0.29% 0.29% 297 +1,078 7.75% Q4 2025 Jan 30, 2026
LM Advisors LLC History Reduced 289 2,078 0.04% 0.04% 298 -1,711 -85.55% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 14,780 2,056 0.0% 0.0% 299 +62 0.42% Q4 2025 Feb 11, 2026
Aberdeen Wealth Management LLC History Added to 14,774 2,055 0.95% 1.3% 300 +7 0.05% Q4 2025 Feb 12, 2026
Peak Asset Management, LLC History Reduced 14,762 2,054 0.35% 0.36% 301 -25 -0.17% Q4 2025 Feb 05, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 14,703 2,046 0.05% 0.04% 302 +4,003 37.41% Q4 2025 Feb 09, 2026
Eagle Strategies LLC History Added to 14,625 2,035 0.26% 0.27% 303 +337 2.36% Q4 2025 Jan 23, 2026
ASPIRIANT, LLC History Reduced 14,553 2,025 0.06% 0.07% 304 -1,011 -6.5% Q4 2025 Jan 20, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 14,500 2,017 0.16% 0.17% 305 -3,262 -18.37% Q4 2025 Jan 23, 2026
NATIXIS ADVISORS, LLC History Added to 14,431 2,008 0.0% 0.0% 306 +666 4.84% Q4 2025 Feb 10, 2026
WESPAC Advisors, LLC History Added to 14,343 1,995 1.08% 0.3% 307 +10,702 293.93% Q4 2025 Jan 14, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 14,250 1,983 0.58% 0.64% 308 -334 -2.29% Q4 2025 Jan 21, 2026
Pines Wealth Management, LLC History Added to 14,211 1,977 0.64% 0.65% 310 +505 3.68% Q4 2025 Feb 02, 2026
Long Run Wealth Advisors, LLC History Added to 14,212 1,977 0.37% 0.39% 309 +102 0.72% Q4 2025 Feb 02, 2026
Integrated Advisors Network LLC History Reduced 14,178 1,973 0.09% 0.08% 311 -166 -1.16% Q4 2025 Feb 17, 2026
Centennial Bank/AR/ History Reduced 14,155 1,969 0.78% 0.86% 312 -1,400 -9.0% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 14,115 1,964 0.04% 0.04% 313 +2,461 21.12% Q4 2025 Feb 09, 2026
Dynamic Advisor Solutions LLC History Reduced 14,106 1,962 0.06% 0.07% 314 -3,536 -20.04% Q4 2025 Jan 09, 2026
Spire Wealth Management History Reduced 14,092 1,961 0.07% 0.07% 315 -487 -3.34% Q4 2025 Jan 14, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 14,018 1,950 0.25% 0.14% 316 -3,839 -21.5% Q4 2025 Feb 13, 2026
Parcion Private Wealth LLC History Added to 13,963 1,943 0.12% 0.05% 317 +8,345 148.54% Q4 2025 Jan 26, 2026
One Wealth Map LLC History Added to 13,006 1,940 0.99% 0.85% 318 +1,313 11.23% Q4 2025 Feb 04, 2026
Newman Dignan & Sheerar, Inc. History Reduced 13,681 1,903 0.4% 0.56% 319 -4,726 -25.68% Q4 2025 Jan 22, 2026
Mechanics Bank Trust Department History Reduced 13,673 1,902 0.25% 0.31% 320 -2,330 -14.56% Q4 2025 Jan 14, 2026
VANGUARD GROUP INC History Reduced 13,649 1,899 0.0% 0.0% 321 -1,110 -7.52% Q4 2025 Jan 29, 2026
Wilmington Savings Fund Society, FSB History Added to 13,499 1,878 0.04% 0.05% 322 +40 0.3% Q4 2025 Feb 12, 2026
McGlone Suttner Wealth Management, Inc. History Reduced 13,480 1,875 0.25% 0.27% 323 -68 -0.5% Q4 2025 Jan 15, 2026
Aptus Capital Advisors, LLC History Reduced 13,333 1,855 0.01% 0.01% 324 -1,032 -7.18% Q4 2025 Feb 13, 2026
Cadence Bank History Added to 13,187 1,835 0.11% 0.1% 325 +1,887 16.7% Q4 2025 Jan 30, 2026
Cadent Capital Advisors, LLC History Added to 13,116 1,825 0.47% 0.43% 326 +1,501 12.92% Q4 2025 Jan 13, 2026
Ascent Group, LLC History Reduced 13,109 1,824 0.06% 0.07% 327 -124 -0.94% Q4 2025 Jan 20, 2026
Haverford Trust Co History Reduced 12,694 1,766 0.02% 0.02% 328 -305 -2.35% Q4 2025 Feb 13, 2026
Valmark Advisers, Inc. History Reduced 12,619 1,756 0.02% 0.02% 329 -82 -0.65% Q4 2025 Jan 26, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 12,460 1,733 0.03% 0.03% 330 -546 -4.2% Q4 2025 Feb 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 12,439 1,730 0.03% 0.03% 331 +98 0.79% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Reduced 12,394 1,724 0.03% 0.03% 332 -347 -2.72% Q4 2025 Feb 12, 2026
UNION SAVINGS BANK History New 12,364 1,720 0.75% — 333 +12,364 New Q4 2025 Mar 06, 2026
Drucker Wealth 3.0, LLC History Reduced 12,351 1,718 0.3% 0.33% 334 -1,027 -7.68% Q4 2025 Feb 03, 2026
Coston, McIsaac & Partners History Reduced 12,320 1,714 0.4% 0.42% 335 -220 -1.75% Q4 2025 Feb 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 12,267 1,707 0.06% 0.06% 336 0 0.0% Q4 2025 Feb 12, 2026
Wealthcare Advisory Partners LLC History Added to 12,227 1,701 0.03% 0.03% 337 +652 5.63% Q4 2025 Jan 14, 2026
Cooksen Wealth, LLC History Added to 12,170 1,693 1.24% 1.26% 338 +149 1.24% Q4 2025 Jan 20, 2026
Forbes Financial Planning, Inc. History Reduced 12,101 1,684 0.98% 2.49% 339 -14,926 -55.23% Q4 2025 Jan 26, 2026
IFG Advisory, LLC History Added to 12,098 1,683 0.07% 0.08% 340 +264 2.23% Q4 2025 Feb 10, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 12,058 1,678 0.03% 0.02% 341 +4,332 56.07% Q4 2025 Feb 19, 2026
Redwood Wealth Management Group, LLC History Reduced 12,011 1,671 0.7% 0.75% 342 -634 -5.01% Q4 2025 Feb 03, 2026
INTEGRITY ALLIANCE, LLC. History Added to 11,994 1,669 0.06% 0.05% 343 +4,387 57.67% Q4 2025 Feb 09, 2026
Bouchey Financial Group Ltd History No change 12,000 1,669 0.13% 0.13% 344 0 0.0% Q4 2025 Jan 16, 2026
GreatBanc Trust CO History Reduced 11,978 1,666 1.17% 1.18% 345 -360 -2.92% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Reduced 11,969 1,665 0.02% 0.02% 346 -359 -2.91% Q4 2025 Feb 05, 2026
REBALANCE, LLC History Added to 11,606 1,615 0.09% 0.09% 347 +439 3.93% Q4 2025 Jan 15, 2026
Envestnet Portfolio Solutions, Inc. History Added to 11,516 1,602 0.01% 0.01% 348 +351 3.14% Q4 2025 Feb 06, 2026
Bank OZK History No change 11,502 1,600 0.56% 0.57% 349 0 0.0% Q4 2025 Feb 17, 2026
Investors Research Corp History Reduced 11,425 1,589 0.29% 0.3% 350 -105 -0.91% Q4 2025 Jan 06, 2026
WCG Wealth Advisors LLC History New 11,411 1,587 0.04% — 351 +11,411 New Q4 2025 Feb 10, 2026
WHITE PINE CAPITAL LLC History Added to 11,382 1,583 0.44% 0.45% 352 +49 0.43% Q4 2025 Feb 09, 2026
Tufton Capital Management History Reduced 11,365 1,581 0.28% 0.31% 353 -930 -7.56% Q4 2025 Jan 28, 2026
MLP3, LLC History New 11,146 1,551 1.69% — 354 +11,146 New Q4 2025 Feb 13, 2026
Hardworking Capital Advisors, LLC History New 11,062 1,539 1.4% — 355 +11,062 New Q4 2025 Feb 12, 2026
Aspect Partners, LLC History Reduced 11,000 1,530 0.67% 0.75% 356 -735 -6.26% Q4 2025 Jan 23, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 10,989 1,529 0.05% 0.05% 357 -59 -0.53% Q4 2025 Jan 12, 2026
EverSource Wealth Advisors, LLC History Reduced 10,960 1,525 0.06% 0.06% 358 -568 -4.93% Q4 2025 Feb 06, 2026
Pallas Capital Advisors LLC History Added to 10,942 1,522 0.05% 0.05% 359 +464 4.43% Q4 2025 Jan 14, 2026
Waldron Private Wealth LLC History No change 10,842 1,508 0.06% 0.06% 360 0 0.0% Q4 2025 Jan 14, 2026
TRUST CO OF VERMONT History Added to 10,830 1,507 0.06% 0.07% 361 +80 0.74% Q4 2025 Jan 16, 2026
Tyche Wealth Partners LLC History Added to 10,823 1,506 0.24% 0.26% 362 +331 3.15% Q4 2025 Jan 23, 2026
Ledyard National Bank History Reduced 10,760 1,497 0.13% 0.15% 363 -1,054 -8.92% Q4 2025 Jan 21, 2026
Florida Trust Wealth Management Co History No change 10,729 1,493 0.04% 0.04% 364 0 0.0% Q4 2025 Jan 20, 2026
McNaughton Wealth Management, LLC History Reduced 10,685 1,486 0.61% 0.64% 365 -69 -0.64% Q4 2025 Jan 12, 2026
May Barnhard Investments LLC History Reduced 10,645 1,481 0.7% 0.85% 366 -2,385 -18.3% Q4 2025 Jan 28, 2026
Simplicity Wealth,LLC History Added to 10,639 1,480 0.09% 0.08% 367 +575 5.71% Q4 2025 Jan 30, 2026
STEPHENS INC /AR/ History Reduced 10,634 1,479 0.02% 0.03% 368 -8,900 -45.56% Q4 2025 Feb 05, 2026
Ancora Advisors LLC History Added to 10,573 1,471 0.03% 0.03% 369 +2 0.02% Q4 2025 Feb 17, 2026
High Falls Advisors, Inc History Reduced 10,499 1,461 0.3% 0.39% 370 -3,044 -22.48% Q4 2025 Feb 18, 2026
CENTAURUS FINANCIAL, INC. History Added to 10,453 1,455 0.07% 0.02% 371 +7,097 211.47% Q4 2025 Feb 13, 2026
Churchill Financial Advisors, LLC History New 10,428 1,451 0.44% — 372 +10,428 New Q4 2025 Feb 09, 2026
Avantax Planning Partners, Inc. History Added to 10,279 1,430 0.04% 0.04% 373 +9 0.09% Q4 2025 Feb 05, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 10,236 1,424 0.05% 0.05% 374 +10 0.1% Q4 2025 Jan 14, 2026
SVB WEALTH LLC History No change 10,143 1,411 0.08% 0.08% 375 0 0.0% Q4 2025 Feb 04, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 10,138 1,410 0.99% 0.99% 376 -2,640 -20.66% Q4 2025 Jan 20, 2026
Legend Capital Advisors LLC History New 10,114 1,407 0.78% — 377 +10,114 New Q4 2025 Feb 17, 2026
GLOBALT Investments LLC / GA History Reduced 10,103 1,405 0.05% 0.05% 378 -212 -2.06% Q4 2025 Feb 06, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 10,076 1,402 0.08% 0.08% 379 0 0.0% Q4 2025 Jan 22, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 10,045 1,397 0.44% 0.46% 380 -350 -3.37% Q4 2025 Jan 27, 2026
VeraBank, N.A. History No change 9,900 1,377 0.25% 0.26% 381 0 0.0% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Added to 9,725 1,353 0.06% 0.06% 382 +5,102 110.36% Q4 2025 Feb 17, 2026
Richwood Investment Advisors, LLC History Reduced 8,807 1,350 0.97% 1.0% 383 -315 -3.45% Q4 2025 Feb 12, 2026
Destiny Capital Corp/CO History No change 9,673 1,346 0.69% 0.74% 384 0 0.0% Q4 2025 Jan 23, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 9,668 1,345 0.13% 0.16% 385 -1,618 -14.34% Q4 2025 Jan 27, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History Reduced 9,655 1,343 0.89% 0.97% 386 -22 -0.23% Q4 2025 Jan 07, 2026
HOURGLASS CAPITAL, LLC History Reduced 9,605 1,336 0.29% 0.31% 387 -290 -2.93% Q4 2025 Jan 14, 2026
Sigma Planning Corp History Reduced 9,570 1,331 0.04% 0.04% 388 -298 -3.02% Q4 2025 Jan 30, 2026
Stonebridge Financial Planning Group, LLC History Reduced 9,567 1,331 0.48% 0.51% 389 -94 -0.97% Q4 2025 Feb 05, 2026
Palisade Asset Management, LLC History Reduced 9,486 1,320 0.13% 0.13% 390 -157 -1.63% Q4 2025 Feb 13, 2026
Sovran Advisors, LLC History Reduced 8,999 1,319 0.11% 0.12% 391 -578 -6.04% Q4 2025 Jan 20, 2026
Dakota Wealth Management History No change 9,476 1,318 0.02% 0.03% 392 0 0.0% Q4 2025 Jan 13, 2026
Axis Wealth Partners, LLC History Reduced 9,464 1,317 0.73% 0.79% 393 -153 -1.59% Q4 2025 Jan 30, 2026
Federation des caisses Desjardins du Quebec History Added to 9,453 1,315 0.01% 0.01% 394 +172 1.85% Q4 2025 Feb 12, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 9,448 1,314 0.36% 0.35% 395 +431 4.78% Q4 2025 Jan 13, 2026
MidFirst Bank History New 9,335 1,299 0.1% — 396 +9,335 New Q4 2025 Feb 25, 2026
Verdence Capital Advisors LLC History Added to 9,314 1,296 0.08% 0.08% 397 +13 0.14% Q4 2025 Jan 29, 2026
CAPITAL ADVISORS INC/OK History Reduced 9,307 1,295 0.02% 0.02% 398 -105 -1.12% Q4 2025 Jan 15, 2026
MPS Loria Financial Planners, LLC History Reduced 9,208 1,281 0.33% 0.34% 399 -49 -0.53% Q4 2025 Feb 03, 2026
PINNACLE ASSOCIATES LTD History Reduced 9,174 1,276 0.02% 0.02% 400 -255 -2.7% Q4 2025 Feb 05, 2026
Conservest Capital Advisors, Inc. History Reduced 9,170 1,276 0.12% 0.12% 401 -78 -0.84% Q4 2025 Feb 12, 2026
WARNER FINANCIAL, INC History No change 9,156 1,274 0.44% 0.48% 402 0 0.0% Q4 2025 Jan 21, 2026
Summit Trail Advisors, LLC History No change 9,154 1,273 0.02% 0.02% 403 0 0.0% Q4 2025 Feb 17, 2026
SlateStone Wealth, LLC History Reduced 9,139 1,272 0.11% 0.11% 404 -302 -3.2% Q4 2025 Feb 11, 2026
Fort Point Capital Partners LLC History No change 8,650 1,268 0.14% 0.14% 405 0 0.0% Q4 2025 Feb 13, 2026
PACIFIC SUN FINANCIAL CORP History Added to 9,088 1,264 0.61% 0.61% 406 +100 1.11% Q4 2025 Feb 05, 2026
Capital Analysts, LLC History Added to 9,070 1,262 0.04% 0.04% 407 +39 0.43% Q4 2025 Feb 11, 2026
Lansing Street Advisors History Reduced 9,031 1,256 0.32% 0.34% 408 -140 -1.53% Q4 2025 Jan 26, 2026
Sage Mountain Advisors LLC History Reduced 8,985 1,250 0.07% 0.08% 409 -845 -8.6% Q4 2025 Jan 23, 2026
XTX Topco Ltd History New 8,935 1,243 0.03% — 410 +8,935 New Q4 2025 Feb 17, 2026
U.S. Capital Wealth Advisors, LLC History Added to 8,919 1,241 0.03% 0.03% 411 +1,275 16.68% Q4 2025 Jan 23, 2026
Canal Capital Management, LLC History Added to 8,897 1,238 0.18% 0.18% 412 +360 4.22% Q4 2025 Jan 06, 2026
Geneos Wealth Management Inc. History Reduced 8,899 1,238 0.03% 0.03% 413 -301 -3.27% Q4 2025 Jan 28, 2026
Coastline Trust Co History No change 8,859 1,232 0.12% 0.13% 414 0 0.0% Q4 2025 Jan 05, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 8,840 1,230 0.54% 0.59% 415 -341 -3.71% Q4 2025 Jan 29, 2026
Freedom Financial Partners LLC History Reduced 8,843 1,230 0.45% 0.47% 416 -12 -0.14% Q4 2025 Jan 06, 2026
Altus Wealth Group LLC History Reduced 8,801 1,224 0.49% 0.56% 417 -870 -9.0% Q4 2025 Feb 13, 2026
High Net Worth Advisory Group LLC History Added to 8,769 1,220 0.28% 0.29% 418 +17 0.19% Q4 2025 Jan 23, 2026
Weaver Consulting Group History Added to 8,750 1,217 0.3% 0.31% 419 +11 0.13% Q4 2025 Feb 10, 2026
Zhang Financial LLC History Reduced 8,732 1,215 0.05% 0.08% 420 -5,406 -38.24% Q4 2025 Feb 10, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 8,720 1,213 0.08% 0.08% 421 -13 -0.15% Q4 2025 Jan 23, 2026
Rathbones Group PLC History No change 8,675 1,207 0.0% 0.0% 422 0 0.0% Q4 2025 Feb 06, 2026
Westmount Partners, LLC History Reduced 8,626 1,200 0.3% 0.32% 423 -194 -2.2% Q4 2025 Jan 15, 2026
Golden State Wealth Management, LLC History Added to 8,619 1,199 0.13% 0.13% 424 +71 0.83% Q4 2025 Feb 13, 2026
Blue Fin Capital, Inc. History Reduced 8,600 1,196 0.19% 0.19% 425 -105 -1.21% Q4 2025 Jan 23, 2026
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. History No change 8,573 1,193 0.69% 0.69% 426 0 0.0% Q4 2025 Jan 07, 2026
Koss-Olinger Consulting, LLC History Reduced 8,502 1,183 0.09% 0.1% 427 -102 -1.19% Q4 2025 Feb 10, 2026
Bank of Jackson Hole Trust History Reduced 8,488 1,181 0.56% 0.6% 429 -35 -0.41% Q4 2025 Feb 12, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Reduced 8,487 1,181 0.02% 0.02% 428 -33 -0.39% Q4 2025 Feb 13, 2026
Kingsview Wealth Management, LLC History Added to 8,430 1,173 0.02% 0.02% 430 +36 0.43% Q4 2025 Feb 09, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History New 8,400 1,168 0.73% — 431 +8,400 New Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 8,377 1,165 0.02% 0.02% 432 +2,175 35.07% Q4 2025 Jan 16, 2026
Harbour Trust & Investment Management Co History Reduced 8,201 1,141 0.12% 0.13% 433 -786 -8.75% Q4 2025 Jan 28, 2026
Seven Springs Wealth Group, LLC History No change 8,192 1,139 0.33% 0.28% 434 0 0.0% Q4 2025 Feb 10, 2026
Quantinno Capital Management LP History Added to 8,133 1,131 0.0% 0.0% 435 +545 7.18% Q4 2025 Feb 17, 2026
Agate Pass Investment Management, LLC History Reduced 8,131 1,131 0.42% 0.44% 436 -60 -0.73% Q4 2025 Jan 08, 2026
Caprock Group, LLC History Reduced 8,044 1,119 0.02% 0.03% 437 -56 -0.69% Q4 2025 Jan 28, 2026
FLAGSTAR ADVISORS INC History Added to 8,016 1,115 0.37% 0.34% 438 +140 1.78% Q4 2025 Jan 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 8,002 1,113 0.04% 0.04% 439 -128 -1.57% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History No change 8,002 1,113 0.02% 0.03% 440 0 0.0% Q4 2025 Feb 13, 2026
FINANCIAL MANAGEMENT NETWORK INC History Added to 7,909 1,107 0.18% 0.18% 441 +9 0.11% Q4 2025 Jan 08, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 7,937 1,104 0.07% 0.08% 442 -1,125 -12.41% Q4 2025 Jan 23, 2026
Raab & Moskowitz Asset Management LLC History No change 7,926 1,102 0.24% 0.25% 443 0 0.0% Q4 2025 Jan 20, 2026
Ausdal Financial Partners, Inc. History Reduced 7,909 1,100 0.05% 0.05% 444 -88 -1.1% Q4 2025 Feb 13, 2026
Neuberger Berman Group LLC History Reduced 7,880 1,096 0.0% 0.0% 445 -246 -3.03% Q4 2025 Feb 13, 2026
Thomasville National Bank History No change 7,855 1,093 0.07% 0.07% 446 0 0.0% Q4 2025 Jan 26, 2026
Cove Private Wealth, LLC History No change 7,818 1,087 0.32% 0.35% 447 0 0.0% Q4 2025 Jan 23, 2026
RWA WEALTH PARTNERS, LLC History Added to 7,788 1,083 0.01% 0.01% 448 +48 0.62% Q4 2025 Feb 12, 2026
Mathes Company, Inc. History No change 7,740 1,077 0.38% 0.39% 449 0 0.0% Q4 2025 Feb 09, 2026
SEAMOUNT FINANCIAL GROUP INC History Reduced 7,709 1,072 0.49% 0.54% 450 -528 -6.41% Q4 2025 Jan 26, 2026
Reality Financial Planning Services, LLC History New 7,642 1,063 1.02% — 451 +7,642 New Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 7,600 1,057 0.0% 0.0% 452 -679 -8.2% Q4 2025 Jan 30, 2026
Diversified Trust Co History Reduced 7,571 1,053 0.02% 0.02% 453 -225 -2.89% Q4 2025 Jan 09, 2026
BIP Wealth, LLC History Added to 7,551 1,050 0.04% 0.03% 454 +3,038 67.32% Q4 2025 Jan 21, 2026
Vawter Financial, Ltd. History No change 7,500 1,043 0.44% 0.48% 455 0 0.0% Q4 2025 Feb 02, 2026
CreativeOne Wealth, LLC History Added to 7,449 1,036 0.03% 0.02% 456 +265 3.69% Q4 2025 Feb 13, 2026
Compass Ion Advisors, LLC History Reduced 7,430 1,033 0.1% 0.13% 457 -2,116 -22.17% Q4 2025 Jan 29, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 7,385 1,027 0.17% — 458 +7,385 New Q4 2025 Feb 12, 2026
Mission Creek Capital Partners, Inc. History Reduced 7,308 1,017 0.21% 0.22% 459 -787 -9.72% Q4 2025 Feb 12, 2026
Retirement Planning Group, LLC History Added to 7,300 1,015 0.03% 0.03% 460 +764 11.69% Q4 2025 Feb 03, 2026
BCS Private Wealth Management, Inc. History No change 7,290 1,014 0.35% 0.37% 461 0 0.0% Q4 2025 Jan 26, 2026
B. Riley Wealth Advisors, Inc. History Reduced 7,283 1,013 0.05% 0.05% 462 -173 -2.32% Q4 2025 Feb 17, 2026
Hilltop Holdings Inc. History Reduced 7,261 1,010 0.06% 0.06% 463 -411 -5.36% Q4 2025 Feb 17, 2026
Forum Financial Management, LP History Reduced 7,151 995 0.01% 0.01% 464 -475 -6.23% Q4 2025 Jan 27, 2026
Calamos Wealth Management LLC History Reduced 7,150 994 0.03% 0.04% 465 -222 -3.01% Q4 2025 Jan 29, 2026
Curbstone Financial Management Corp History No change 7,150 994 0.19% 0.19% 466 0 0.0% Q4 2025 Jan 23, 2026
O'Brien Wealth Partners LLC History Added to 7,133 992 0.13% 0.13% 467 +40 0.56% Q4 2025 Jan 22, 2026
Curi Capital, LLC History Added to 7,039 979 0.02% 0.02% 468 +813 13.06% Q4 2025 Feb 17, 2026
Kentucky Trust Co History Reduced 7,005 974 0.52% 0.55% 470 -295 -4.04% Q4 2025 Jan 21, 2026
Forza Wealth Management, LLC History No change 7,000 974 0.35% 0.38% 469 0 0.0% Q4 2025 Feb 02, 2026
AMG National Trust Bank History No change 6,970 969 0.02% 0.02% 471 0 0.0% Q4 2025 Jan 30, 2026
FIFTH THIRD BANCORP History Added to 6,938 965 0.0% 0.0% 472 +278 4.17% Q4 2025 Feb 02, 2026
Integrated Wealth Concepts LLC History Reduced 6,925 963 0.01% 0.03% 473 -15,309 -68.85% Q4 2025 Feb 13, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 6,927 963 0.07% 0.07% 474 +2 0.03% Q4 2025 Jan 08, 2026
Buck Wealth Strategies, LLC History Reduced 6,909 961 0.12% 0.29% 475 -7,995 -53.64% Q4 2025 Feb 03, 2026
Astoria Portfolio Advisors LLC. History Added to 6,165 954 0.22% 0.2% 476 +803 14.98% Q4 2025 Feb 24, 2026
STAR Financial Bank History Reduced 6,849 953 0.49% 0.6% 477 -432 -5.93% Q4 2025 Feb 13, 2026
Mosaic Advisors LLC History New 6,829 950 1.82% — 478 +6,829 New Q4 2025 Feb 18, 2026
American Institute for Advanced Investment Management, LLP History Reduced 6,825 949 0.61% 0.66% 479 -360 -5.01% Q4 2025 Feb 04, 2026
RMR Wealth Builders History No change 6,809 947 0.08% 0.08% 480 0 0.0% Q4 2025 Jan 29, 2026
Martin Capital Partners, LLC History Added to 6,673 929 0.35% 0.24% 481 +2,221 49.89% Q4 2025 Jan 06, 2026
NORDEN GROUP LLC History Reduced 6,675 928 0.09% 0.1% 482 -360 -5.12% Q4 2025 Jan 13, 2026
Madrid Wealth Management, LLC History New 6,663 927 0.75% — 483 +6,663 New Q4 2025 Feb 02, 2026
BOK Financial Private Wealth, Inc. History Reduced 6,623 921 0.06% 0.06% 484 -323 -4.65% Q4 2025 Feb 06, 2026
Tower Research Capital LLC (TRC) History Reduced 6,616 920 0.02% 0.03% 485 -412 -5.86% Q4 2025 Feb 17, 2026
Alpha Cubed Investments, LLC History Reduced 6,583 916 0.03% 0.03% 486 -584 -8.15% Q4 2025 Feb 03, 2026
EVOKE WEALTH, LLC History No change 6,579 915 0.02% 0.02% 487 0 0.0% Q4 2025 Feb 06, 2026
Intrua Financial, LLC History Reduced 6,534 909 0.1% 0.1% 489 -45 -0.68% Q4 2025 Feb 05, 2026
Arete Wealth Advisors, LLC History Added to 6,534 909 0.06% 0.06% 488 +1 0.02% Q4 2025 Feb 13, 2026
Greenhouse Wealth Management, LLC History Added to 6,493 903 0.53% 0.54% 490 +21 0.32% Q4 2025 Jan 21, 2026
Signal Advisors Wealth, LLC History Added to 6,444 896 0.07% 0.05% 491 +2,593 67.33% Q4 2025 Jan 13, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History New 6,368 886 0.15% — 492 +6,368 New Q4 2025 Feb 18, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 6,369 886 0.01% 0.01% 493 +98 1.56% Q4 2025 Feb 12, 2026
PEOPLES BANK /OH History Reduced 6,314 878 0.54% 0.54% 494 -4 -0.06% Q4 2025 Jan 29, 2026
IFP Advisors, Inc History Added to 6,271 872 0.02% 0.02% 495 +1,871 42.52% Q4 2025 Feb 06, 2026
Indivisible Partners History New 6,198 862 0.09% — 497 +6,198 New Q4 2025 Feb 03, 2026
Glassman Wealth Services History Added to 6,195 862 0.12% 0.12% 496 +192 3.2% Q4 2025 Jan 28, 2026
JMG Financial Group, Ltd. History Added to 6,176 859 0.02% 0.01% 499 +4,022 186.72% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 6,174 859 0.05% 0.02% 498 +3,466 127.99% Q4 2025 Jan 26, 2026
HAZLETT, BURT & WATSON, INC. History Added to 6,156 857 0.27% 0.25% 500 +1,080 21.28% Q4 2025 Feb 10, 2026
GEN Financial Management, INC. History Added to 6,163 857 0.54% 0.73% 501 +146 2.43% Q4 2025 Jan 15, 2026
LAKE STREET PRIVATE WEALTH, LLC History Reduced 6,147 855 0.1% 0.11% 502 -6 -0.1% Q4 2025 Jan 07, 2026
D. E. Shaw & Co., Inc. History New 6,116 851 0.0% — 503 +6,116 New Q4 2025 Feb 17, 2026
AlphaStar Capital Management, LLC History Added to 6,097 848 0.06% 0.07% 504 +243 4.15% Q4 2025 Feb 02, 2026
SEMITAM BONAM LLC History No change 6,090 847 0.71% 0.76% 505 0 0.0% Q4 2025 Jan 20, 2026
HHM Wealth Advisors, LLC History No change 6,045 841 0.1% 0.1% 506 0 0.0% Q4 2025 Jan 22, 2026
SIGNATUREFD, LLC History Reduced 6,035 839 0.01% 0.01% 508 -190 -3.05% Q4 2025 Jan 20, 2026
AGF MANAGEMENT LTD History No change 6,033 839 0.0% 0.0% 507 0 0.0% Q4 2025 Feb 17, 2026
NWAM LLC History Reduced 5,752 837 0.05% 0.04% 509 -63 -1.08% Q4 2025 Feb 04, 2026
Heritage Financial Services, LLC History No change 6,015 837 0.07% 0.08% 510 0 0.0% Q4 2025 Feb 02, 2026
FIRST NATIONAL BANK OF OMAHA History New 5,956 834 0.02% — 511 +5,956 New Q4 2025 Feb 13, 2026
LaSalle St. Investment Advisors, LLC History Reduced 5,995 834 0.13% 0.16% 512 -403 -6.3% Q4 2025 Feb 17, 2026
JFS WEALTH ADVISORS, LLC History No change 5,950 828 0.05% 0.05% 513 0 0.0% Q4 2025 Jan 14, 2026
N.E.W. Advisory Services LLC History Added to 5,941 826 0.06% 0.07% 514 +35 0.59% Q4 2025 Jan 28, 2026
Stratos Wealth Advisors, LLC History Reduced 5,924 824 0.04% 0.04% 515 -308 -4.94% Q4 2025 Jan 20, 2026
StoneX Group Inc. History Reduced 5,905 821 0.04% 0.04% 516 -352 -5.63% Q4 2025 Feb 12, 2026
SC&H Financial Advisors, Inc. History Reduced 5,898 820 0.13% 0.14% 517 -61 -1.02% Q4 2025 Jan 21, 2026
Focus Partners Advisor Solutions, LLC History Reduced 5,867 816 0.01% 0.02% 518 -3,953 -40.25% Q4 2025 Feb 11, 2026
APPLETON PARTNERS INC/MA History Reduced 5,860 815 0.05% 0.06% 519 -55 -0.93% Q4 2025 Jan 09, 2026
MATHER GROUP, LLC. History Added to 5,816 809 0.01% 0.01% 520 +859 17.33% Q4 2025 Jan 13, 2026
Turtle Creek Wealth Advisors, LLC History No change 5,817 809 0.06% 0.07% 521 0 0.0% Q4 2025 Jan 28, 2026
GLENMEDE TRUST CO NA History New 5,772 803 0.0% — 522 +5,772 New Q4 2025 Feb 17, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 5,764 802 0.05% 0.05% 523 -260 -4.32% Q4 2025 Jan 23, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 5,755 800 0.02% 0.02% 524 +229 4.14% Q4 2025 Feb 03, 2026
Navis Wealth Advisors, LLC History Added to 5,742 799 0.34% 0.59% 525 +83 1.47% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 5,719 796 0.02% 0.03% 526 +20 0.35% Q4 2025 Feb 12, 2026
Capital Group Private Client Services, Inc. History Added to 5,679 790 0.01% 0.01% 527 +25 0.44% Q4 2025 Feb 11, 2026
Payne Capital Management, LLC History Reduced 5,674 789 0.25% 0.27% 528 -371 -6.14% Q4 2025 Feb 02, 2026
Interchange Capital Partners, LLC History Reduced 5,653 786 0.15% 0.16% 529 -112 -1.94% Q4 2025 Jan 30, 2026
Ashton Thomas Private Wealth, LLC History Added to 5,646 785 0.02% 0.02% 531 +214 3.94% Q4 2025 Jan 29, 2026
GARRISON POINT ADVISORS, LLC History Reduced 5,643 785 0.35% 0.33% 530 -30 -0.53% Q4 2025 Feb 13, 2026
Taylor Financial Group, Inc. History No change 5,618 781 0.46% 0.45% 532 0 0.0% Q4 2025 Feb 06, 2026
Glen Eagle Advisors, LLC History Reduced 5,535 770 0.1% 0.12% 533 -541 -8.9% Q4 2025 Feb 13, 2026
United Bank History Reduced 5,495 764 0.26% 0.27% 534 -1 -0.02% Q4 2025 Feb 05, 2026
Moors & Cabot, Inc. History Reduced 5,467 760 0.03% 0.04% 535 -937 -14.63% Q4 2025 Feb 10, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 5,463 760 0.01% 0.01% 536 +244 4.68% Q4 2025 Jan 23, 2026
Capstone Wealth Management Group LLC History Added to 5,430 755 0.46% 0.48% 539 +35 0.65% Q4 2025 Jan 09, 2026
MWA Asset Management History Added to 5,428 755 0.42% 0.42% 537 +18 0.33% Q4 2025 Jan 29, 2026
SAXON INTERESTS, INC. History No change 5,428 755 0.26% 0.3% 538 0 0.0% Q4 2025 Feb 13, 2026
MKT Advisors LLC History Reduced 5,344 752 0.26% 0.28% 541 -89 -1.64% Q4 2025 Jan 08, 2026
OLD NATIONAL BANCORP /IN/ History No change 5,406 752 0.01% 0.01% 540 0 0.0% Q4 2025 Jan 28, 2026
SevenBridge Financial Group, LLC History Added to 5,061 742 0.12% 0.12% 542 +8 0.16% Q4 2025 Feb 02, 2026
Cascade Financial Partners, LLC History Reduced 5,322 740 0.08% 0.09% 543 -80 -1.48% Q4 2025 Feb 06, 2026
DECISION INVESTMENTS, INC History New 5,247 730 0.8% — 544 +5,247 New Q4 2025 Feb 17, 2026
Keating Financial Advisory Services, Inc. History New 5,206 724 0.1% — 546 +5,206 New Q4 2025 Feb 09, 2026
Evelyn Partners Asset Management Ltd History Added to 5,204 724 0.17% 0.16% 545 +181 3.6% Q4 2025 Feb 13, 2026
Sandy Cove Advisors, LLC History Added to 5,195 722 0.21% 0.23% 547 +13 0.25% Q4 2025 Feb 09, 2026
ATTICUS WEALTH MANAGEMENT, LLC History No change 5,185 721 0.18% 0.18% 548 0 0.0% Q4 2025 Feb 09, 2026
Truepoint, Inc. History Added to 5,169 719 0.02% 0.01% 550 +1,492 40.58% Q4 2025 Feb 11, 2026
STOCK YARDS BANK & TRUST CO History Reduced 5,170 719 0.02% 0.02% 549 -405 -7.26% Q4 2025 Jan 21, 2026
NewEdge Wealth, LLC History Added to 5,171 719 0.01% 0.01% 551 +144 2.86% Q4 2025 Feb 03, 2026
One Capital Management, LLC History Reduced 5,130 713 0.02% 0.03% 552 -1,535 -23.03% Q4 2025 Feb 10, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Reduced 5,118 712 0.32% 0.45% 553 -1,622 -24.07% Q4 2025 Jan 28, 2026
NOESIS CAPITAL MANGEMENT CORP History Reduced 5,093 708 0.1% 0.11% 554 -110 -2.11% Q4 2025 Feb 05, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 5,084 707 0.07% 0.08% 555 -415 -7.55% Q4 2025 Jan 20, 2026
One Day In July LLC History No change 5,078 706 0.06% 0.06% 556 0 0.0% Q4 2025 Feb 04, 2026
Ransom Advisory, Ltd History New 5,065 704 0.28% — 559 +5,065 New Q4 2025 Jan 06, 2026
North Star Investment Management Corp. History Added to 5,063 704 0.04% 0.01% 558 +3,400 204.45% Q4 2025 Jan 30, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 5,059 704 0.04% 0.06% 557 -1,348 -21.04% Q4 2025 Feb 10, 2026
Keystone Financial Group History Reduced 5,023 698 0.05% 0.06% 560 -295 -5.55% Q4 2025 Feb 06, 2026
BURNS J W & CO INC/NY History Reduced 5,007 696 0.08% 0.08% 561 -151 -2.93% Q4 2025 Jan 12, 2026
Accredited Investors Inc. History No change 4,975 692 0.04% 0.04% 562 0 0.0% Q4 2025 Feb 05, 2026
Cambridge Advisors Inc. History Reduced 4,966 691 0.13% 0.14% 563 -180 -3.5% Q4 2025 Jan 21, 2026
Intellus Advisors LLC History No change 4,953 689 0.09% 0.09% 564 0 0.0% Q4 2025 Feb 06, 2026
AE Wealth Management LLC History Added to 4,942 687 0.0% 0.0% 565 +668 15.63% Q4 2025 Jan 26, 2026
Ferguson Johnson Wealth Management Inc History New 4,887 680 0.57% — 567 +4,887 New Q4 2025 Feb 06, 2026
Princeton Global Asset Management LLC History Added to 4,887 680 0.11% 0.05% 566 +2,804 134.61% Q4 2025 Jan 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 4,871 677 0.04% 0.05% 568 -163 -3.24% Q4 2025 Jan 26, 2026
Triangle Securities Wealth Management History Reduced 4,853 675 0.14% 0.16% 569 -68 -1.38% Q4 2025 Jan 13, 2026
Kaydan Wealth Management, Inc. History Added to 4,796 667 0.19% 0.19% 571 +10 0.21% Q4 2025 Jan 12, 2026
Systematic Alpha Investments, LLC History No change 4,800 667 0.02% 0.02% 570 0 0.0% Q4 2025 Feb 12, 2026
Meridian Wealth Management, LLC History Reduced 4,787 666 0.02% 0.03% 572 -446 -8.52% Q4 2025 Feb 04, 2026
Strategic Blueprint, LLC History Reduced 4,761 662 0.04% 0.06% 574 -5,767 -54.78% Q4 2025 Jan 30, 2026
SMITH, MOORE & CO. History Reduced 4,760 662 0.05% 0.06% 573 -1,136 -19.27% Q4 2025 Jan 23, 2026
Hilton Capital Management, LLC History No change 4,750 661 0.05% 0.05% 575 0 0.0% Q4 2025 Feb 12, 2026
Rossmore Private Capital History Added to 4,745 660 0.06% 0.07% 576 +250 5.56% Q4 2025 Feb 05, 2026
Disciplined Investments, LLC History No change 4,654 647 0.25% 0.26% 577 0 0.0% Q4 2025 Feb 05, 2026
Sageworth Trust Co History No change 4,637 645 0.03% 0.03% 578 0 0.0% Q4 2025 Feb 03, 2026
Cassaday & Co Wealth Management LLC History No change 4,637 645 0.01% 0.01% 579 0 0.0% Q4 2025 Feb 03, 2026
RFG Advisory, LLC History Reduced 4,620 642 0.01% 0.01% 580 -508 -9.91% Q4 2025 Feb 03, 2026
EHRLICH FINANCIAL GROUP History Reduced 4,592 638 0.36% 0.39% 582 -110 -2.34% Q4 2025 Jan 06, 2026
Everhart Financial Group, Inc. History No change 4,588 638 0.06% 0.06% 581 0 0.0% Q4 2025 Jan 07, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 4,573 636 0.04% 0.07% 583 -1,966 -30.07% Q4 2025 Feb 03, 2026
Vident Advisory, LLC History Reduced 4,560 634 0.01% 0.01% 584 -89 -1.91% Q4 2025 Feb 18, 2026
Beaumont Financial Advisors, LLC History Reduced 4,562 634 0.04% 0.04% 585 -40 -0.87% Q4 2025 Jan 16, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 4,542 632 0.23% — 586 +4,542 New Q4 2025 Mar 26, 2026
71 West Capital Partners History New 4,536 631 0.03% — 587 +4,536 New Q4 2025 Feb 17, 2026
Wedmont Private Capital History Added to 4,469 628 0.02% 0.02% 588 +26 0.59% Q4 2025 Jan 08, 2026
Laird Norton Wetherby Trust Company, LLC History New 4,512 627 0.01% — 589 +4,512 New Q4 2025 Feb 17, 2026
Valeo Financial Advisors, LLC History Reduced 4,479 623 0.01% 0.02% 590 -2,234 -33.28% Q4 2025 Feb 04, 2026
WealthBridge Capital Management, LLC History Added to 4,472 622 0.14% 0.14% 592 +250 5.92% Q4 2025 Jan 21, 2026
Capital Asset Advisory Services LLC History Added to 4,373 622 0.03% 0.03% 591 +20 0.46% Q4 2025 Jan 09, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 4,299 620 0.58% — 593 +4,299 New Q4 2025 Feb 18, 2026
Certified Advisory Corp History Reduced 4,458 620 0.06% 0.09% 595 -2,145 -32.49% Q4 2025 Jan 12, 2026
SRH ADVISORS, LLC History No change 4,460 620 0.18% 0.18% 594 0 0.0% Q4 2025 Jan 21, 2026
Investment Advisory Group, LLC History No change 4,460 620 0.16% 0.17% 596 0 0.0% Q4 2025 Jan 23, 2026
KWMG, LLC History Reduced 4,440 617 0.05% 0.06% 598 -179 -3.88% Q4 2025 Jan 16, 2026
HBK Sorce Advisory LLC History Added to 4,025 617 0.01% 0.01% 597 +9 0.22% Q4 2025 Feb 09, 2026
Private Wealth Advisors, LLC History Reduced 4,429 616 0.2% 0.21% 599 -122 -2.68% Q4 2025 Feb 06, 2026
Berkeley, Inc History Added to 4,432 616 0.2% 0.2% 600 +3 0.07% Q4 2025 Jan 26, 2026
GM Advisory Group, LLC History Added to 4,398 612 0.02% 0.01% 601 +2,921 197.77% Q4 2025 Feb 13, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 4,374 608 0.09% 0.1% 602 +58 1.34% Q4 2025 Jan 12, 2026
Smartleaf Asset Management LLC History Added to 4,333 607 0.02% 0.0% 604 +3,931 977.86% Q4 2025 Feb 13, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Reduced 4,369 607 0.05% 0.05% 603 -66 -1.49% Q4 2025 Jan 15, 2026
Blue Trust, Inc. History Added to 4,355 606 0.01% 0.01% 605 +234 5.68% Q4 2025 Jan 16, 2026
Compound Planning, Inc. History Added to 4,355 605 0.02% 0.02% 606 +165 3.94% Q4 2025 Feb 19, 2026
TICINO WEALTH History New 4,327 602 0.22% — 607 +4,327 New Q4 2025 Jan 27, 2026
Reynders McVeigh Capital Management, LLC History Reduced 4,317 601 0.03% 0.03% 608 -226 -4.97% Q4 2025 Feb 02, 2026
UHLMANN PRICE SECURITIES, LLC History Added to 4,284 596 0.35% 0.37% 609 +4 0.09% Q4 2025 Jan 12, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 4,264 593 0.02% 0.02% 610 +16 0.38% Q4 2025 Jan 23, 2026
Wood Tarver Financial Group, LLC History Reduced 4,234 589 0.17% 0.23% 612 -1,407 -24.94% Q4 2025 Feb 12, 2026
Horst & Graben Wealth Management LLC History Reduced 4,238 589 0.09% 0.1% 611 -285 -6.3% Q4 2025 Jan 27, 2026
CULLEN/FROST BANKERS, INC. History No change 4,225 587 0.01% 0.01% 613 0 0.0% Q4 2025 Feb 06, 2026
SUTTON PLACE INVESTORS LLC History No change 4,217 586 0.32% 0.34% 614 0 0.0% Q4 2025 Jan 21, 2026
Robertson Stephens Wealth Management, LLC History Reduced 4,210 585 0.02% 0.02% 615 -284 -6.32% Q4 2025 Feb 02, 2026
Beacon Bridge Wealth Partners, LLC History Reduced 4,207 585 0.19% 0.21% 617 -52 -1.22% Q4 2025 Jan 27, 2026
Bond & Devick Financial Network, Inc. History No change 4,207 585 0.16% 0.18% 616 0 0.0% Q4 2025 Jan 14, 2026
Vise Technologies, Inc. History Added to 4,176 581 0.01% 0.01% 618 +2,171 108.28% Q4 2025 Feb 11, 2026
Missouri Trust & Investment Co History No change 4,160 578 0.17% 0.17% 619 0 0.0% Q4 2025 Feb 13, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 4,126 574 0.09% 0.09% 620 -151 -3.53% Q4 2025 Jan 23, 2026
Ellis Investment Partners, LLC History Reduced 4,111 572 0.1% 0.11% 623 -89 -2.12% Q4 2025 Feb 02, 2026
Holistic Financial Partners History Reduced 4,117 572 0.21% 0.24% 622 -37 -0.89% Q4 2025 Jan 07, 2026
KLINGENSTEIN FIELDS & CO LP History No change 4,115 572 0.02% 0.02% 621 0 0.0% Q4 2025 Feb 13, 2026
Index Fund Advisors, Inc. History Reduced 4,057 564 0.03% 0.06% 624 -5,263 -56.47% Q4 2025 Jan 29, 2026
Asset Dedication, LLC History Added to 4,027 560 0.04% 0.04% 625 +4 0.1% Q4 2025 Jan 26, 2026
Key FInancial Inc History No change 4,029 560 0.1% 0.1% 626 0 0.0% Q4 2025 Feb 09, 2026
FAS Wealth Partners, Inc. History Added to 4,011 558 0.04% 0.04% 627 +2 0.05% Q4 2025 Feb 18, 2026
Ashford Advisors, LLC History No change 4,000 556 0.12% 0.12% 628 0 0.0% Q4 2025 Jan 23, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 3,991 555 0.03% 0.03% 629 +294 7.95% Q4 2025 Feb 04, 2026
Harbor Asset Planning, Inc. History Added to 3,970 552 0.47% 0.49% 630 +29 0.74% Q4 2025 Jan 26, 2026
TSFG, LLC History Added to 3,958 551 0.08% 0.05% 631 +1,512 61.82% Q4 2025 Feb 04, 2026
Koshinski Asset Management, Inc. History Reduced 3,955 550 0.04% 0.04% 632 -237 -5.65% Q4 2025 Feb 03, 2026
PATRON PARTNERS, LLC History Reduced 3,945 548 0.24% 0.29% 633 -646 -14.07% Q4 2025 Feb 11, 2026
Csenge Advisory Group History Added to 3,902 542 0.02% 0.03% 634 +8 0.21% Q4 2025 Feb 06, 2026
PRIVATE TRUST CO NA History Reduced 3,874 539 0.05% 0.06% 635 -965 -19.94% Q4 2025 Jan 26, 2026
LS Investment Advisors, LLC History Reduced 3,855 536 0.08% 0.08% 636 -300 -7.22% Q4 2025 Jan 26, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 3,851 535 0.33% 0.34% 637 +12 0.31% Q4 2025 Jan 21, 2026
Jacobi Capital Management LLC History Reduced 3,843 534 0.03% 0.03% 638 -222 -5.46% Q4 2025 Feb 13, 2026
Beacon Bank & Trust History Added to 3,824 532 0.11% 0.11% 639 +173 4.74% Q4 2025 Feb 17, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 3,825 532 0.09% 0.1% 640 0 0.0% Q4 2025 Jan 26, 2026
Mayflower Financial Advisors, LLC History Added to 3,820 531 0.06% 0.07% 641 +16 0.42% Q4 2025 Jan 13, 2026
SeaCrest Wealth Management, LLC History Reduced 3,774 530 0.05% 0.06% 642 -15 -0.4% Q4 2025 Jan 12, 2026
Kapstone Financial Advisors LLC History Added to 3,806 529 0.26% 0.24% 643 +143 3.9% Q4 2025 Feb 05, 2026
Scissortail Wealth Management, LLC History New 3,792 527 0.12% — 644 +3,792 New Q4 2025 Jan 29, 2026
MATRIX ASSET ADVISORS INC/NY History Reduced 3,780 526 0.05% 0.05% 645 -284 -6.99% Q4 2025 Jan 16, 2026
MCF Advisors LLC History No change 3,765 523 0.03% 0.03% 646 0 0.0% Q4 2025 Feb 11, 2026
TruNorth Capital Management, LLC History No change 3,759 523 0.1% 0.1% 647 0 0.0% Q4 2025 Feb 11, 2026
Modera Wealth Management, LLC History Reduced 3,757 522 0.01% 0.01% 648 -174 -4.43% Q4 2025 Jan 21, 2026
Selective Wealth Management, Inc. History Reduced 3,550 520 0.16% 0.16% 649 -98 -2.69% Q4 2025 Jan 16, 2026
LRI Investments, LLC History No change 3,743 520 0.04% 0.04% 650 0 0.0% Q4 2025 Feb 04, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 3,732 519 0.16% 0.24% 651 -271 -6.77% Q4 2025 Jan 08, 2026
ORG Wealth Partners, LLC History Added to 3,708 517 0.12% 0.11% 652 +63 1.73% Q4 2025 Jan 14, 2026
New Hampshire Trust History No change 3,709 516 0.1% 0.1% 653 0 0.0% Q4 2025 Jan 29, 2026
WEST PACES ADVISORS INC. History No change 3,702 515 0.1% 0.1% 654 0 0.0% Q4 2025 Jan 21, 2026
Joel Adams & Associates, Inc. History Added to 3,696 514 0.39% 0.18% 656 +2,107 132.6% Q4 2025 Jan 27, 2026
Rodgers & Associates, LTD History No change 3,700 514 0.05% 0.05% 655 0 0.0% Q4 2025 Jan 22, 2026
LJI Wealth Management, LLC History Added to 3,671 510 0.08% 0.07% 657 +901 32.53% Q4 2025 Feb 03, 2026
DARA CAPITAL US, INC. History New 3,660 509 0.45% — 658 +3,660 New Q4 2025 Jan 23, 2026
M3 Advisory Group, LLC History Added to 3,648 507 0.31% 0.32% 659 +9 0.25% Q4 2025 Jan 16, 2026
O'ROURKE & COMPANY, Inc History Reduced 3,638 506 0.2% 0.21% 660 -12 -0.33% Q4 2025 Jan 28, 2026
Ullmann Wealth Partners Group, LLC History No change 3,687 505 0.05% 0.06% 661 0 0.0% Q4 2025 Feb 12, 2026
FULTON BANK, N.A. History No change 3,589 499 0.02% 0.02% 662 0 0.0% Q4 2025 Jan 08, 2026
Wealthcare Capital Partners, LLC History Reduced 3,579 498 0.23% 0.24% 663 -193 -5.12% Q4 2025 Jan 14, 2026
Addison Capital Co History Reduced 3,549 493 0.12% 0.16% 664 -391 -9.92% Q4 2025 Feb 02, 2026
VestGen Advisors, LLC History Reduced 3,502 487 0.02% 0.06% 665 -8,868 -71.69% Q4 2025 Feb 17, 2026
Perfromance Wealth Partners, LLC History Reduced 3,471 483 0.01% 0.01% 666 -122 -3.4% Q4 2025 Jan 21, 2026
Emprise Bank History No change 3,474 483 0.2% 0.21% 667 0 0.0% Q4 2025 Jan 28, 2026
Indiana Trust & Investment Management Co History Reduced 3,469 482 0.14% 0.15% 668 -160 -4.41% Q4 2025 Jan 21, 2026
BSW Wealth Partners History Added to 3,440 478 0.06% 0.06% 669 +4 0.12% Q4 2025 Jan 23, 2026
Krilogy Financial LLC History Reduced 3,252 477 0.02% 0.02% 670 -15 -0.46% Q4 2025 Jan 27, 2026
Key Client Fiduciary Advisors, LLC History Added to 3,404 473 0.16% 0.15% 673 +145 4.45% Q4 2025 Jan 28, 2026
FIRST NATIONAL TRUST CO History Added to 3,401 473 0.02% 0.02% 671 +48 1.43% Q4 2025 Feb 09, 2026
Arkos Global Advisors History Reduced 3,398 473 0.06% 0.06% 672 -44 -1.28% Q4 2025 Feb 13, 2026
Crewe Advisors LLC History No change 3,367 468 0.04% 0.04% 674 0 0.0% Q4 2025 Jan 16, 2026
YHB Investment Advisors, Inc. History Reduced 3,350 466 0.03% 0.04% 676 -375 -10.07% Q4 2025 Jan 16, 2026
SAWGRASS ASSET MANAGEMENT LLC History Added to 3,350 466 0.06% 0.06% 675 +110 3.4% Q4 2025 Feb 09, 2026
Global Financial Private Client, LLC History Reduced 3,344 465 0.16% 0.17% 677 -50 -1.47% Q4 2025 Jan 27, 2026
Serenus Wealth Advisors, LLC History Added to 3,319 461 0.09% 0.08% 678 +3 0.09% Q4 2025 Jan 28, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 3,310 460 0.03% 0.03% 679 -49 -1.46% Q4 2025 Jan 27, 2026
Magnus Financial Group LLC History Added to 3,304 459 0.04% 0.04% 680 +18 0.55% Q4 2025 Jan 07, 2026
Clark Capital Management Group, Inc. History New 3,296 458 0.0% — 681 +3,296 New Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 3,286 457 0.01% 0.01% 682 -2,319 -41.37% Q4 2025 Feb 13, 2026
Sowell Financial Services LLC History Reduced 3,281 456 0.02% 0.02% 684 -187 -5.39% Q4 2025 Jan 21, 2026
Nadler Financial Group, Inc. History Reduced 3,280 456 0.04% 0.04% 683 -52 -1.56% Q4 2025 Jan 28, 2026
Fisher Asset Management, LLC History New 3,273 455 0.0% — 685 +3,273 New Q4 2025 Feb 09, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 3,263 454 0.05% 0.05% 687 -60 -1.81% Q4 2025 Jan 28, 2026
Wealth Advisory Solutions, LLC History Added to 3,269 454 0.11% 0.11% 686 +20 0.62% Q4 2025 Jan 16, 2026
M1 Capital Management LLC History Added to 3,257 453 0.19% 0.2% 688 +7 0.22% Q4 2025 Feb 13, 2026
Quadcap Wealth Management, LLC History No change 3,259 453 0.05% 0.05% 689 0 0.0% Q4 2025 Jan 29, 2026
MATRIX PRIVATE CAPITAL GROUP LLC History No change 3,251 452 0.23% 0.24% 690 0 0.0% Q4 2025 Feb 17, 2026
Values Added Financial LLC History No change 3,252 452 0.19% 0.2% 691 0 0.0% Q4 2025 Jan 16, 2026
Financially Speaking Inc History Reduced 3,241 450 0.29% 0.31% 692 -102 -3.05% Q4 2025 Feb 10, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 3,230 449 0.03% 0.03% 693 0 0.0% Q4 2025 Jan 07, 2026
AlphaCore Capital LLC History Added to 3,223 448 0.01% 0.01% 694 +367 12.85% Q4 2025 Feb 05, 2026
TWO SIGMA SECURITIES, LLC History Reduced 3,211 446 0.06% 0.1% 695 -1,797 -35.88% Q4 2025 Feb 17, 2026
PRIVATE MANAGEMENT GROUP INC History No change 3,203 445 0.01% 0.01% 696 0 0.0% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 3,032 444 0.02% 0.02% 697 +150 5.2% Q4 2025 Jan 21, 2026
DUNCKER STREETT & CO INC History No change 3,179 442 0.08% 0.08% 698 0 0.0% Q4 2025 Jan 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 3,158 439 0.02% 0.02% 699 +295 10.3% Q4 2025 Jan 16, 2026
Fortitude Family Office, LLC History No change 3,155 439 0.1% 0.12% 700 0 0.0% Q4 2025 Jan 15, 2026
Lakewood Asset Management LLC History No change 3,156 439 0.26% 0.27% 701 0 0.0% Q4 2025 Jan 26, 2026
FIDUCIARY FAMILY OFFICE, LLC History No change 3,151 438 0.13% 0.13% 702 0 0.0% Q4 2025 Feb 10, 2026
Smith & Howard Wealth Management, LLC History No change 3,141 437 0.1% 0.1% 703 0 0.0% Q4 2025 Feb 03, 2026
Secure Asset Management, LLC History Added to 3,136 436 0.07% 0.07% 705 +3 0.1% Q4 2025 Jan 20, 2026
SkyOak Wealth, LLC History No change 3,138 436 0.08% 0.08% 704 0 0.0% Q4 2025 Feb 05, 2026
Apella Capital, LLC History New 3,121 434 0.01% — 707 +3,121 New Q4 2025 Jan 21, 2026
Clarity Wealth Advisors, LLC History Added to 3,122 434 0.09% 0.1% 706 +5 0.16% Q4 2025 Jan 23, 2026
Creekside Partners History Added to 3,116 433 0.18% 0.19% 708 +11 0.35% Q4 2025 Feb 13, 2026
HUB Investment Partners, LLC History Reduced 3,110 432 0.01% 0.01% 709 -13 -0.42% Q4 2025 Feb 17, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 3,095 430 0.03% 0.03% 710 -53 -1.68% Q4 2025 Jan 21, 2026
EQUITABLE TRUST CO History No change 3,078 428 0.02% 0.02% 711 0 0.0% Q4 2025 Feb 02, 2026
Midwest Financial Group LLC History Added to 3,061 426 0.19% 0.2% 712 +22 0.72% Q4 2025 Jan 20, 2026
ASSETMARK, INC History Reduced 3,058 425 0.0% 0.0% 713 -481 -13.59% Q4 2025 Jan 23, 2026
Allspring Global Investments Holdings, LLC History New 3,014 423 0.0% — 714 +3,014 New Q4 2025 Jan 15, 2026
Mascagni Wealth Management, Inc. History No change 3,042 423 0.32% 0.33% 715 0 0.0% Q4 2025 Feb 11, 2026
Realta Investment Advisors History Added to 3,030 421 0.14% 0.12% 716 +458 17.81% Q4 2025 Jan 20, 2026
Pine Valley Investments Ltd Liability Co History Added to 3,018 419 0.02% 0.02% 718 +2 0.07% Q4 2025 Feb 13, 2026
WESCAP Management Group, Inc. History No change 3,013 419 0.08% 0.09% 717 0 0.0% Q4 2025 Feb 11, 2026
ICONIQ Capital, LLC History No change 3,005 418 0.01% 0.01% 719 0 0.0% Q4 2025 Feb 13, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 2,997 417 0.07% 0.51% 720 -17,358 -85.28% Q4 2025 Feb 11, 2026
Roundview Capital LLC History Added to 2,988 415 0.03% 0.03% 722 +125 4.37% Q4 2025 Feb 09, 2026
COMMERCE BANK History Reduced 2,988 415 0.0% 0.0% 721 -100 -3.24% Q4 2025 Feb 13, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Reduced 2,987 415 0.12% 0.12% 724 -61 -2.0% Q4 2025 Jan 13, 2026
Archer Investment Corp History Added to 2,984 415 0.09% 0.09% 723 +21 0.71% Q4 2025 Jan 30, 2026
Andrews Advisory Associates, LLC History New 2,977 414 0.22% — 725 +2,977 New Q4 2025 Feb 18, 2026
Madison Wealth Partners, Inc History New 2,951 410 0.07% — 728 +2,951 New Q4 2025 Feb 10, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 2,947 410 0.01% 0.01% 726 -65 -2.16% Q4 2025 Feb 18, 2026
First Heartland Consultants, Inc. History No change 2,950 410 0.03% 0.03% 727 0 0.0% Q4 2025 Jan 09, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 2,936 408 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 02, 2026
Legacy Trust History No change 2,928 407 0.08% 0.08% 730 0 0.0% Q4 2025 Jan 22, 2026
Berkshire Money Management, Inc. History New 2,922 406 0.04% — 731 +2,922 New Q4 2025 Jan 27, 2026
Prairie Wealth Advisors, Inc. History Closed out 0 405 0.17% 0.17% 734 -2,896 -100.0% Q3 2025 Nov 14, 2025
Heartwood Wealth Advisors LLC History Reduced 2,917 405 0.04% 0.04% 732 -5 -0.17% Q4 2025 Jan 12, 2026
Stonebridge Financial Group, LLC History No change 2,915 405 0.03% 0.04% 733 0 0.0% Q4 2025 Jan 21, 2026
HEADINVEST, LLC History Reduced 2,905 404 0.08% 0.09% 735 -88 -2.94% Q4 2025 Feb 02, 2026
Global Trust Asset Management, LLC History Reduced 2,900 403 0.16% 0.25% 736 -1,017 -25.96% Q4 2025 Jan 20, 2026
Revisor Wealth Management LLC History No change 2,740 402 0.11% 0.13% 737 0 0.0% Q4 2025 Jan 27, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,892 402 0.01% 0.01% 738 0 0.0% Q4 2025 Jan 22, 2026
Clear Trail Advisors, LLC History New 2,885 401 0.09% — 740 +2,885 New Q4 2025 Jan 09, 2026
Acropolis Investment Management, LLC History Reduced 2,885 401 0.02% 0.02% 739 -137 -4.53% Q4 2025 Jan 14, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Added to 2,870 399 0.07% 0.05% 742 +570 24.78% Q4 2025 Feb 17, 2026
River Wealth Advisors LLC History Reduced 2,874 399 0.04% 0.05% 741 -25 -0.86% Q4 2025 Feb 13, 2026
Hardin Capital Partners, LLC History Added to 2,843 395 0.19% 0.19% 745 +351 14.09% Q4 2025 Jan 09, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 2,842 395 0.01% 0.01% 744 -188 -6.2% Q4 2025 Feb 13, 2026
King Wealth Management Group History No change 2,836 395 0.05% 0.05% 743 0 0.0% Q4 2025 Feb 09, 2026
Plante Moran Financial Advisors, LLC History Reduced 2,831 393 0.02% 0.03% 748 -378 -11.78% Q4 2025 Feb 05, 2026
Obermeyer Wealth Partners History Added to 2,830 393 0.02% 0.02% 747 +280 10.98% Q4 2025 Jan 29, 2026
NTV ASSET MANAGEMENT LLC History Reduced 2,825 393 0.04% 0.04% 746 -2 -0.07% Q4 2025 Jan 20, 2026
Round Rock Advisors LLC History No change 2,808 390 0.06% 0.06% 749 0 0.0% Q4 2025 Jan 27, 2026
My Personal CFO, LLC History New 2,800 389 0.16% — 752 +2,800 New Q4 2025 Jan 15, 2026
Beaird Harris Wealth Management, LLC History New 2,797 389 0.03% — 751 +2,797 New Q4 2025 Feb 23, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 2,800 389 0.03% 0.03% 750 0 0.0% Q4 2025 Jan 28, 2026
Greenwich Wealth Management LLC History No change 2,791 388 0.02% 0.02% 753 0 0.0% Q4 2025 Feb 10, 2026
Maridea Wealth Management LLC History Reduced 2,777 386 0.06% 0.06% 754 -196 -6.59% Q4 2025 Jan 08, 2026
Independent Advisor Alliance History Reduced 2,765 384 0.01% 0.01% 755 -9 -0.32% Q4 2025 Feb 04, 2026
DHJJ Financial Advisors, Ltd. History Reduced 2,759 383 0.13% 0.14% 756 -286 -9.39% Q4 2025 Jan 23, 2026
Gen-Wealth Partners Inc History No change 2,757 383 0.12% 0.13% 757 0 0.0% Q4 2025 Feb 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 2,759 383 0.06% 0.07% 758 0 0.0% Q4 2025 Jan 29, 2026
WFA of San Diego, LLC History Reduced 2,752 382 0.28% 0.29% 759 -275 -9.08% Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History No change 2,743 381 0.02% 0.02% 760 0 0.0% Q4 2025 Jan 21, 2026
Veridan Wealth LLC History Added to 2,732 380 0.13% 0.13% 761 +20 0.74% Q4 2025 Feb 13, 2026
RIDGECREST WEALTH PARTNERS, LLC History No change 2,724 379 0.21% 0.17% 762 0 0.0% Q4 2025 Jan 22, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 2,720 378 0.01% 0.01% 763 +50 1.87% Q4 2025 Jan 12, 2026
SBI Securities Co., Ltd. History Added to 2,710 377 0.01% 0.01% 764 +28 1.04% Q4 2025 Feb 03, 2026
YANKCOM Partnership History No change 2,715 377 0.16% 0.17% 765 0 0.0% Q4 2025 Jan 20, 2026
AdvisorNet Financial, Inc History Added to 2,708 376 0.02% 0.02% 766 +417 18.2% Q4 2025 Jan 20, 2026
Harfst & Associates, Inc. History No change 2,695 375 0.07% 0.07% 767 0 0.0% Q4 2025 Feb 10, 2026
GHP Investment Advisors, Inc. History Reduced 2,692 374 0.02% 0.02% 768 -986 -26.81% Q4 2025 Jan 27, 2026
WEST BANCORPORATION INC History Reduced 2,685 373 0.2% 0.23% 769 -250 -8.52% Q4 2025 Jan 29, 2026
S.E.E.D. Planning Group LLC History Reduced 2,687 373 0.11% 0.11% 771 -123 -4.38% Q4 2025 Jan 09, 2026
KPP Advisory Services LLC History Added to 2,686 373 0.05% 0.06% 772 +1 0.04% Q4 2025 Feb 02, 2026
Pictet North America Advisors SA History No change 2,682 373 0.04% 0.04% 770 0 0.0% Q4 2025 Jan 16, 2026
Approach Retirement Advisors, LLC History New 2,680 372 0.32% — 775 +2,680 New Q4 2025 Jan 29, 2026
Provident Wealth Management, LLC History Added to 2,678 372 0.11% 0.11% 774 +12 0.45% Q4 2025 Jan 28, 2026
Iron Gate Global Advisors LLC History No change 2,678 372 0.04% 0.04% 773 0 0.0% Q4 2025 Feb 17, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 2,659 370 0.02% 0.02% 776 +2 0.08% Q4 2025 Feb 12, 2026
GAMMA Investing LLC History No change 2,660 370 0.02% 0.02% 777 0 0.0% Q4 2025 Jan 05, 2026
NICOLET BANKSHARES INC History Reduced 2,655 369 0.06% 0.06% 779 -18 -0.67% Q4 2025 Feb 09, 2026
DELTA CAPITAL MANAGEMENT LLC History No change 2,650 369 0.21% 0.19% 778 0 0.0% Q4 2025 Jan 15, 2026
Eldridge Investment Advisors, Inc. History No change 2,640 367 0.08% 0.08% 780 0 0.0% Q4 2025 Feb 11, 2026
Berger Financial Group, Inc History Added to 2,628 365 0.02% 0.02% 781 +185 7.57% Q4 2025 Jan 27, 2026
CBIZ Investment Advisory Services, LLC History Added to 2,600 361 0.01% 0.01% 782 +620 31.31% Q4 2025 Feb 09, 2026
AIRE ADVISORS, LLC History No change 2,600 361 0.07% 0.07% 783 0 0.0% Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 2,587 360 0.01% 0.01% 784 +137 5.59% Q4 2025 Feb 11, 2026
Tennessee Valley Asset Management Partners History Reduced 2,591 360 0.05% 0.05% 785 -12 -0.46% Q4 2025 Feb 05, 2026
PHILADELPHIA TRUST CO History No change 2,580 359 0.02% 0.03% 786 0 0.0% Q4 2025 Feb 12, 2026
Regal Investment Advisors LLC History Reduced 2,570 357 0.02% 0.03% 787 -390 -13.18% Q4 2025 Feb 17, 2026
BXM Wealth LLC History No change 2,570 357 0.28% 0.34% 788 0 0.0% Q4 2025 Jan 20, 2026
Avior Wealth Management, LLC History Added to 2,548 354 0.01% 0.01% 789 +68 2.74% Q4 2025 Jan 06, 2026
Coastal Bridge Advisors, LLC History Added to 2,540 353 0.03% 0.03% 790 +3 0.12% Q4 2025 Feb 18, 2026
Crusonia Wealth Advisors LLC History New 2,536 352 0.08% — 793 +2,536 New Q4 2025 Feb 18, 2026
Resolute Wealth Strategies, LLC History Reduced 2,536 352 0.15% 0.17% 792 -101 -3.83% Q4 2025 Feb 06, 2026
CGN Advisors LLC History Added to 2,535 352 0.03% 0.03% 791 +5 0.2% Q4 2025 Jan 05, 2026
Financial Partners Group, Inc History Reduced 2,359 350 0.04% 0.04% 794 -89 -3.64% Q4 2025 Feb 03, 2026
Keel Point, LLC History Reduced 2,513 349 0.02% 0.03% 795 -986 -28.18% Q4 2025 Feb 12, 2026
Apollon Financial, LLC History Reduced 2,511 349 0.05% 0.06% 798 -154 -5.78% Q4 2025 Jan 22, 2026
Capital Investment Advisory Services, LLC History Added to 2,513 349 0.02% 0.03% 796 +2 0.08% Q4 2025 Jan 21, 2026
Clarius Group, LLC History No change 2,509 349 0.02% 0.02% 797 0 0.0% Q4 2025 Jan 14, 2026
JAMES INVESTMENT RESEARCH, INC. History Reduced 2,504 348 0.04% 0.08% 799 -2,415 -49.1% Q4 2025 Jan 29, 2026
Vertex Planning Partners, LLC History No change 2,505 348 0.08% 0.07% 800 0 0.0% Q4 2025 Feb 17, 2026