SOUTHERN CO - SO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 428 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
VANGUARD GROUP INC History Added to 108,057,413 9,422,606 0.14% 0.15% 1 +1,643,090 1.54% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 88,563,758 7,722,759 0.13% 0.14% 2 +1,746,717 2.01% Q4 2025 Feb 12, 2026
STATE STREET CORP History Added to 62,055,694 5,390,046 0.18% 0.19% 3 +2,930,771 4.96% Q4 2025 Feb 13, 2026
JPMORGAN CHASE & CO History Reduced 61,818,666 5,388,810 0.34% 0.4% 4 -8,001,102 -11.46% Q4 2025 Feb 11, 2026
Capital World Investors History Added to 52,250,648 4,147,016 0.56% 0.43% 5 +18,701,796 55.74% Q4 2025 Feb 11, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 36,423,133 3,103,758 0.33% 0.29% 6 +7,399,883 25.5% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History New 41,440,117 2,937,214 3.15% — 7 +41,440,117 New Q4 2025 Feb 10, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 27,259,125 2,381,343 0.15% 0.16% 8 +384,860 1.43% Q4 2025 Feb 09, 2026
FMR LLC History Reduced 23,441,290 2,027,738 0.1% 0.12% 9 -1,064,000 -4.34% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 21,326,461 1,639,153 0.4% 0.33% 10 +7,363,440 52.74% Q4 2025 Feb 11, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 16,500,985 1,431,517 0.46% 0.58% 11 -3,309,214 -16.7% Q4 2025 Jan 22, 2026
CAPITAL & PLANNING, LLC History Reduced 15,900 1,386,480 6.42% 8.3% 12 -125,873 -88.78% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Reduced 13,198,239 1,149,044 0.07% 0.08% 13 -762,443 -5.46% Q4 2025 Feb 13, 2026
NORGES BANK History New 12,745,981 1,111,449 0.12% — 14 +12,745,981 New Q4 2025 Feb 10, 2026
Capital International Investors History Reduced 11,244,052 980,603 0.15% 0.3% 15 -8,412,251 -42.8% Q4 2025 Feb 11, 2026
AMERIPRISE FINANCIAL INC History Added to 10,550,458 879,544 0.2% 0.21% 16 +744,186 7.59% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 9,823,850 856,639 0.11% 0.13% 17 -748,643 -7.08% Q4 2025 Feb 17, 2026
Legal & General Group Plc History Reduced 8,424,835 734,645 0.16% 0.18% 18 -107,695 -1.26% Q4 2025 Feb 09, 2026
BANK OF AMERICA CORP /DE/ History Reduced 8,125,825 703,508 0.05% 0.06% 19 -513,932 -5.95% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 7,932,112 691,679 0.11% — 20 +7,932,112 New Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 7,451,993 649,813 0.11% 0.12% 21 +167,171 2.29% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 6,889,152 600,734 0.09% 0.1% 22 +78,571 1.15% Q4 2025 Feb 13, 2026
Soroban Capital Partners LP History Added to 6,093,608 577,491 4.03% 3.04% 23 +1,843,534 43.38% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 5,406,827 469,633 0.07% 0.08% 24 +334,635 6.6% Q4 2025 Feb 19, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 5,119,605 446,429 0.09% 0.12% 25 -608,688 -10.63% Q4 2025 Feb 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 5,013,630 437,188 0.05% 0.07% 26 -901,540 -15.24% Q4 2025 Mar 25, 2026
Nuveen, LLC History Added to 4,996,877 420,137 0.11% 0.11% 27 +518,678 11.58% Q4 2025 Feb 12, 2026
UBS Group AG History Reduced 4,802,672 415,196 0.07% 0.08% 28 -625,319 -11.52% Q4 2025 Jan 29, 2026
BARCLAYS PLC History Added to 4,416,751 384,378 0.09% 0.07% 29 +934,668 26.84% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Added to 4,265,347 371,938 0.36% 0.37% 30 +255,230 6.36% Q4 2025 Jan 29, 2026
WELLS FARGO & COMPANY/MN History Added to 4,010,506 349,716 0.06% 0.07% 31 +60,279 1.53% Q4 2025 Feb 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History Added to 3,701,098 322,735 0.06% 0.05% 32 +652,260 21.39% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 3,095,082 269,891 0.08% 0.09% 33 +190,385 6.55% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 3,024,030 263,695 0.07% 0.08% 34 +153,021 5.33% Q4 2025 Feb 11, 2026
Swiss National Bank History Reduced 3,014,500 262,864 0.16% 0.17% 35 -153,600 -4.85% Q4 2025 Feb 12, 2026
National Pension Service History Added to 2,900,350 252,910 0.19% 0.2% 36 +146,674 5.33% Q4 2025 Feb 10, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 2,869,491 250,219 0.14% 0.2% 37 -577,545 -16.75% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Added to 2,817,320 245,670 0.26% 0.04% 38 +2,407,921 588.16% Q4 2025 Feb 13, 2026
DEUTSCHE BANK AG\ History Added to 2,764,048 241,024 0.08% 0.06% 39 +819,744 42.16% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Reduced 2,587,960 225,670 0.4% 0.43% 40 -179,132 -6.47% Q4 2025 Feb 12, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 2,587,127 225,597 0.13% 0.15% 41 -118,784 -4.39% Q4 2025 Jan 23, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,572,103 224,297 0.05% 0.05% 42 +45,757 1.81% Q4 2025 Feb 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 3,411,095 221,263 0.18% — 43 +3,411,095 New Q4 2025 Feb 13, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 2,334,017 203,479 0.14% 0.15% 44 +142,744 6.51% Q4 2025 Feb 03, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,270,859 198,018 0.06% 0.06% 45 +226,415 11.07% Q4 2025 Feb 10, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,263,519 197,378 0.02% 0.02% 46 +162,029 7.71% Q4 2025 Feb 17, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 2,069,696 180,477 0.91% 0.99% 47 -8,038 -0.39% Q4 2025 Feb 10, 2026
Portman Square Capital LLP History New 2,790,629 176,528 7.81% — 48 +2,790,629 New Q4 2025 Jan 23, 2026
BANK OF MONTREAL /CAN/ History Added to 2,005,086 174,843 0.06% 0.07% 49 +69,794 3.61% Q4 2025 Feb 12, 2026
CITIGROUP INC History Added to 1,987,624 171,478 0.08% 0.04% 50 +935,905 88.99% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Added to 1,943,908 169,508 0.14% 0.15% 51 +7,247 0.37% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 1,848,710 161,248 0.08% 0.1% 52 -119,082 -6.05% Q4 2025 Mar 20, 2026
FEDERATED HERMES, INC. History Reduced 1,846,440 158,799 0.27% 0.33% 53 -111,658 -5.7% Q4 2025 Feb 12, 2026
Energy Income Partners, LLC History Added to 1,790,325 156,116 2.83% 2.33% 54 +515,763 40.47% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 1,767,997 154,175 1.16% — 55 +1,767,997 New Q4 2025 Feb 18, 2026
Mawer Investment Management Ltd. History Added to 1,767,773 154,149 0.86% 0.39% 56 +969,493 121.45% Q4 2025 Feb 10, 2026
Amundi History Reduced 1,756,778 153,191 0.04% 0.07% 57 -417,537 -19.2% Q4 2025 Feb 17, 2026
Calamos Advisors LLC History Added to 2,682,353 142,327 0.53% 0.07% 58 +2,478,058 1212.98% Q4 2025 Jan 29, 2026
JENNISON ASSOCIATES LLC History Reduced 1,596,263 139,194 0.08% 0.1% 59 -182,940 -10.28% Q4 2025 Jan 30, 2026
HighTower Advisors, LLC History Added to 1,546,875 134,887 0.15% 0.17% 60 +11,121 0.72% Q4 2025 Feb 06, 2026
RENAISSANCE TECHNOLOGIES LLC History New 1,513,400 131,968 0.2% — 61 +1,513,400 New Q4 2025 Feb 12, 2026
CITADEL ADVISORS LLC History Reduced 1,491,260 130,037 0.02% 0.03% 62 -375,254 -20.1% Q4 2025 Feb 17, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 1,485,576 129,542 1.94% 2.09% 63 -63,850 -4.12% Q4 2025 Jan 05, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,469,170 128,111 0.07% 0.07% 64 +50,448 3.56% Q4 2025 Feb 02, 2026
Empower Advisory Group, LLC History Reduced 1,460,599 127,364 0.34% 0.39% 65 -41,416 -2.76% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 1,426,857 126,062 0.06% 0.08% 66 -109,909 -7.15% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 1,415,446 123,520 0.14% 0.2% 67 +128,390 9.98% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 1,889,279 117,392 0.02% 0.02% 68 +681,420 56.42% Q4 2025 Feb 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 1,316,633 114,810 0.11% 0.13% 69 -5,837 -0.44% Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 4,026,637 112,159 0.12% 0.14% 70 +2,730,414 210.64% Q4 2025 Feb 17, 2026
DUFF & PHELPS INVESTMENT MANAGEMENT CO History Added to 1,238,217 107,972 1.22% 1.24% 71 +86,731 7.53% Q4 2025 Jan 26, 2026
NewEdge Advisors, LLC History Added to 1,165,694 101,648 0.37% 0.1% 72 +930,945 396.57% Q4 2025 Feb 18, 2026
VAN ECK ASSOCIATES CORP History Added to 1,652,364 100,429 0.08% 0.04% 73 +1,232,195 293.26% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 1,083,440 94,475 0.03% 0.03% 74 +23,784 2.24% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,065,349 92,897 0.08% 0.09% 75 +33,965 3.29% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 1,051,575 91,697 0.12% 0.13% 76 -13,100 -1.23% Q4 2025 Feb 12, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,047,291 91,323 0.72% — 77 +1,047,291 New Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Reduced 1,032,690 90,051 0.13% 0.17% 78 -194,124 -15.82% Q4 2025 Feb 10, 2026
CAPITAL ADVISORS INC/OK History Added to 1,000,364 87,231 1.4% 1.51% 79 +49,402 5.19% Q4 2025 Jan 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 972,925 84,839 0.1% 0.13% 80 -154,737 -13.72% Q4 2025 Feb 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 964,856 84,135 0.15% 0.17% 81 -35,470 -3.55% Q4 2025 Feb 12, 2026
CAMDEN ASSET MANAGEMENT L P /CA History New 1,674,600 83,093 2.1% — 82 +1,674,600 New Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 938,055 81,798 0.11% 0.09% 83 +236,404 33.69% Q4 2025 Feb 02, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 1,122,802 81,330 0.05% 0.04% 84 +449,704 66.81% Q4 2025 Feb 13, 2026
Korea Investment CORP History Added to 922,561 80,447 0.16% 0.17% 85 +62,419 7.26% Q4 2025 Feb 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 1,322,457 78,478 0.08% 0.03% 86 +1,009,973 323.21% Q4 2025 Feb 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 888,754 77,499 0.1% 0.12% 87 -96,379 -9.78% Q4 2025 Feb 12, 2026
Clark Capital Management Group, Inc. History Added to 853,495 74,424 0.46% 0.51% 88 +2,090 0.25% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Added to 825,154 71,953 0.01% 0.01% 89 +394 0.05% Q4 2025 Feb 11, 2026
FIRST TRUST ADVISORS LP History Reduced 820,147 71,516 0.05% 0.07% 90 -161,274 -16.43% Q4 2025 Feb 13, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 790,152 68,901 0.16% 0.17% 91 -19,167 -2.37% Q4 2025 Jan 30, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 782,470 68,231 0.13% 0.15% 92 -15,706 -1.97% Q4 2025 Jan 30, 2026
Welch Group, LLC History Added to 779,260 67,951 2.62% 2.86% 93 +6,686 0.87% Q4 2025 Jan 26, 2026
Qube Research & Technologies Ltd History Reduced 768,064 66,975 0.07% 0.08% 94 -54,901 -6.67% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 765,126 66,718 0.07% 0.08% 95 +51,191 7.17% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 1,041,302 66,448 0.04% 0.02% 96 +606,695 139.6% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Reduced 771,922 65,439 0.06% 0.2% 97 -1,279,304 -62.37% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 745,031 64,966 0.28% 0.1% 98 -153,995 -17.13% Q4 2025 Feb 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 721,571 63,022 0.17% 0.09% 99 +399,289 123.89% Q4 2025 Feb 05, 2026
OLD REPUBLIC INTERNATIONAL CORP History Reduced 711,900 62,078 2.51% 2.71% 100 -59,100 -7.67% Q4 2025 Feb 09, 2026
1832 Asset Management L.P. History Reduced 705,063 61,481 0.05% 0.06% 101 -58,262 -7.63% Q4 2025 Feb 13, 2026
COHEN & STEERS, INC. History Reduced 691,562 60,304 0.11% 0.13% 102 -46,648 -6.32% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 681,942 59,689 0.08% 0.1% 103 +29,831 4.57% Q4 2025 Jan 08, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 655,810 57,036 0.09% 0.11% 104 -13,810 -2.06% Q4 2025 Jan 28, 2026
APG Asset Management N.V. History Reduced 754,785 56,040 0.16% 0.26% 105 -395,519 -34.38% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Added to 635,316 55,399 0.84% 0.97% 106 +9,451 1.51% Q4 2025 Jan 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 634,117 55,291 0.05% 0.02% 107 +394,344 164.47% Q4 2025 Feb 17, 2026
Capital International, Inc./CA/ History Added to 711,415 55,111 0.43% 0.36% 108 +230,227 47.85% Q4 2025 Feb 11, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 628,228 54,781 0.29% 0.32% 109 +11,115 1.8% Q4 2025 Jan 13, 2026
CANADA LIFE ASSURANCE Co History Added to 623,651 54,406 0.09% 0.08% 110 +20,414 3.38% Q4 2025 Feb 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Added to 585,521 51,057 1.11% 1.19% 111 +3,045 0.52% Q4 2025 Feb 12, 2026
Aventail Capital Group, LP History Reduced 583,673 50,896 2.93% 3.03% 112 -105,092 -15.26% Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 576,900 50,305 0.39% — 113 +576,900 New Q4 2025 Feb 17, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Added to 570,252 49,725 1.58% 1.69% 114 +7,225 1.28% Q4 2025 Jan 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 570,127 49,715 0.11% 0.13% 115 -7,281 -1.26% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 562,334 49,035 0.13% 0.15% 116 -3,120 -0.55% Q4 2025 Feb 13, 2026
OSAIC HOLDINGS, INC. History Reduced 561,260 48,962 0.07% 0.08% 117 -73,871 -11.63% Q4 2025 Feb 17, 2026
Weiss Asset Management LP History New 701,256 47,351 0.66% — 118 +701,256 New Q4 2025 Feb 17, 2026
ADVENT CAPITAL MANAGEMENT /DE/ History New 916,989 45,638 0.92% — 119 +916,989 New Q4 2025 Feb 09, 2026
Asset Management One Co., Ltd. History Reduced 517,910 45,334 0.13% 0.14% 120 -3,612 -0.69% Q4 2025 Jan 27, 2026
Sterling Capital Management LLC History Added to 516,512 45,039 0.73% 0.04% 121 +491,166 1937.84% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 513,921 44,753 0.02% 0.03% 122 -17,633 -3.32% Q4 2025 Feb 06, 2026
CIBC Asset Management Inc History Added to 496,353 43,280 0.1% 0.11% 123 +105,589 27.02% Q4 2025 Feb 10, 2026
DnB Asset Management AS History Added to 486,143 42,391 0.15% 0.16% 124 +32,221 7.1% Q4 2025 Feb 05, 2026
Creative Planning History Added to 481,036 41,946 0.03% 0.03% 125 +15,921 3.42% Q4 2025 Feb 17, 2026
Treasurer of the State of North Carolina History Reduced 461,705 40,261 0.13% 0.14% 126 -33,729 -6.81% Q4 2025 Feb 13, 2026
Cambridge Investment Research Advisors, Inc. History Added to 460,252 40,134 0.11% 0.11% 127 +27,341 6.32% Q4 2025 Feb 05, 2026
Magellan Asset Management Ltd History Added to 450,612 39,293 0.48% 0.45% 128 +47,355 11.74% Q4 2025 Feb 11, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 444,753 38,782 0.12% 0.13% 129 +2,489 0.56% Q4 2025 Feb 17, 2026
GABELLI FUNDS LLC History New 477,502 38,716 0.26% — 130 +477,502 New Q4 2025 Feb 05, 2026
OpenArc Corporate Advisory, LLC History New 443,704 38,690 0.64% — 131 +443,704 New Q4 2025 Feb 13, 2026
Resona Asset Management Co.,Ltd. History Reduced 436,639 38,094 0.18% 0.2% 132 -9,878 -2.21% Q4 2025 Feb 06, 2026
Mariner, LLC History Added to 436,557 38,069 0.05% 0.05% 133 +44,503 11.35% Q4 2025 Feb 13, 2026
Aberdeen Group plc History Reduced 430,795 37,565 0.06% 0.06% 134 -2,617 -0.6% Q4 2025 Jan 16, 2026
US BANCORP \DE\ History Reduced 419,842 36,610 0.04% 0.05% 135 -1,034 -0.25% Q4 2025 Jan 30, 2026
SEI INVESTMENTS CO History Added to 421,421 36,574 0.04% 0.04% 136 +17,609 4.36% Q4 2025 Feb 13, 2026
FORSTA AP-FONDEN History Added to 415,300 36,214 0.22% 0.19% 137 +80,600 24.08% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Reduced 407,483 35,532 0.03% 0.03% 138 -1,597 -0.39% Q4 2025 Feb 10, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 401,771 35,034 0.09% 0.1% 139 +8,644 2.2% Q4 2025 Feb 10, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 399,831 34,865 0.1% 0.06% 140 +167,777 72.3% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Reduced 391,566 34,144 0.05% 0.06% 141 -34,327 -8.06% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History Added to 391,245 34,116 0.24% 0.26% 142 +9,895 2.59% Q4 2025 Feb 13, 2026
EP Wealth Advisors, LLC History New 390,880 34,084 0.18% — 143 +390,880 New Q4 2025 Feb 18, 2026
MML INVESTORS SERVICES, LLC History Added to 386,267 33,682 0.08% 0.09% 144 +17,939 4.87% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Added to 383,477 33,439 0.08% 0.01% 145 +334,809 687.94% Q4 2025 Feb 17, 2026
State of New Jersey Common Pension Fund D History Reduced 375,655 32,757 0.12% 0.13% 146 -6,584 -1.72% Q4 2025 Jan 30, 2026
Janney Montgomery Scott LLC History Added to 373,869 32,601 0.07% 0.08% 147 +6,974 1.9% Q4 2025 Feb 11, 2026
Sanctuary Advisors, LLC History Reduced 368,033 32,092 0.18% 0.21% 148 -32,151 -8.03% Q4 2025 Jan 29, 2026
Allspring Global Investments Holdings, LLC History Added to 366,869 31,983 0.05% 0.06% 149 +2,474 0.68% Q4 2025 Jan 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 353,743 30,846 0.12% 0.42% 150 -663,923 -65.24% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 341,749 29,800 0.12% 0.15% 151 +5,169 1.54% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 340,486 29,690 0.06% 0.06% 152 +58,304 20.66% Q4 2025 Jan 27, 2026
CAHABA WEALTH MANAGEMENT, INC. History Reduced 339,697 29,621 2.06% 2.36% 153 -3,662 -1.07% Q4 2025 Jan 07, 2026
Quantinno Capital Management LP History Added to 339,247 29,582 0.06% 0.08% 154 +40,760 13.66% Q4 2025 Feb 17, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 338,543 29,520 1.42% 1.64% 155 -7,232 -2.09% Q4 2025 Feb 10, 2026
Waverly Advisors, LLC History Added to 334,357 29,155 0.24% 0.23% 156 +93,960 39.09% Q4 2025 Feb 17, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 331,460 29,025 0.02% — 157 +331,460 New Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 367,801 28,318 0.01% 0.02% 158 -152,119 -29.26% Q4 2025 Feb 17, 2026
Bollard Group LLC History Reduced 322,040 28,082 0.7% 1.0% 159 -128,581 -28.53% Q4 2025 Feb 13, 2026
Illinois Municipal Retirement Fund History Added to 316,494 27,598 0.35% 0.36% 160 +18,126 6.08% Q4 2025 Feb 11, 2026
State of Tennessee, Department of Treasury History Reduced 307,078 27,425 0.09% 0.12% 161 -82,184 -21.11% Q4 2025 Feb 18, 2026
SG Americas Securities, LLC History Reduced 311,075 27,126 0.03% 0.2% 162 -315,320 -50.34% Q4 2025 Jan 09, 2026
Arizona State Retirement System History Reduced 309,715 27,007 0.15% 0.16% 163 -11,315 -3.52% Q4 2025 Jan 28, 2026
Advisors Capital Management, LLC History Added to 306,039 26,686 0.31% 0.35% 164 +3,549 1.17% Q4 2025 Jan 29, 2026
WESTWOOD HOLDINGS GROUP INC History Reduced 302,986 26,420 0.21% 0.47% 165 -387,215 -56.1% Q4 2025 Feb 17, 2026
Baird Financial Group, Inc. History Reduced 301,601 26,299 0.04% 0.05% 166 -10,880 -3.48% Q4 2025 Feb 13, 2026
Orion Porfolio Solutions, LLC History Reduced 294,522 25,682 0.19% 0.22% 167 -4,680 -1.56% Q4 2025 Feb 12, 2026
Czech National Bank History Added to 290,344 25,317 0.16% 0.18% 168 +10,955 3.92% Q4 2025 Jan 12, 2026
AMERICAN CENTURY COMPANIES INC History Added to 290,212 25,306 0.01% 0.01% 169 +3,679 1.28% Q4 2025 Feb 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 288,223 25,133 0.12% 0.14% 170 -9,300 -3.13% Q4 2025 Jan 29, 2026
TUDOR INVESTMENT CORP ET AL History Added to 300,002 25,034 0.05% 48.22% 171 +190,402 173.72% Q4 2025 Feb 17, 2026
Crossmark Global Holdings, Inc. History Added to 283,015 24,678 0.35% 0.37% 172 +25,275 9.81% Q4 2025 Feb 03, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 282,431 24,627 0.05% 0.05% 173 -1,107 -0.39% Q4 2025 Feb 17, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 280,415 24,452 0.08% 0.08% 174 +43,194 18.21% Q4 2025 Feb 13, 2026
Brandywine Global Investment Management, LLC History New 273,908 23,884 0.16% — 175 +273,908 New Q4 2025 Feb 11, 2026
Arbejdsmarkedets Tillaegspension History New 272,066 23,724 0.6% — 176 +272,066 New Q4 2025 Feb 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 270,321 23,571 0.18% 0.13% 177 +114,601 73.59% Q4 2025 Jan 14, 2026
HANCOCK WHITNEY CORP History Reduced 268,429 23,407 0.42% 0.49% 178 -16,860 -5.91% Q4 2025 Feb 17, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 267,878 23,358 2.98% 3.66% 179 -417,891 -60.94% Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Added to 266,943 23,277 0.14% 0.15% 180 +5,732 2.19% Q4 2025 Feb 09, 2026
Gotham Asset Management, LLC History Added to 264,377 23,053 0.08% 0.05% 181 +135,334 104.88% Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History Reduced 263,973 23,018 0.11% 0.12% 182 -8,998 -3.3% Q4 2025 Feb 12, 2026
IFM Investors Pty Ltd History Added to 262,122 22,857 0.19% 0.21% 183 +9,127 3.61% Q4 2025 Feb 12, 2026
CRAWFORD INVESTMENT COUNSEL INC History Added to 261,457 22,799 0.38% 0.41% 184 +202 0.08% Q4 2025 Feb 17, 2026
Man Group plc History Added to 260,519 22,717 0.04% 0.01% 185 +179,716 222.41% Q4 2025 Feb 17, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 257,096 22,418 0.29% 0.31% 186 +32,516 14.48% Q4 2025 Feb 10, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Added to 254,540 22,195 0.74% 0.52% 187 +104,570 69.73% Q4 2025 Feb 05, 2026
HENNESSY ADVISORS INC History Reduced 252,400 22,009 0.78% 0.85% 188 -6,800 -2.62% Q4 2025 Jan 27, 2026
STRS OHIO History Reduced 249,701 21,773 0.08% 0.09% 189 -10,056 -3.87% Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 249,674 21,771 0.03% 0.04% 190 +6,566 2.7% Q4 2025 Feb 18, 2026
Corient Private Wealth LLC History Added to 345,270 21,664 0.03% 0.04% 191 +101,605 41.7% Q4 2025 Mar 09, 2026
Point72 Asset Management, L.P. History Added to 244,700 21,337 0.02% 0.01% 192 +195,400 396.35% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 243,626 21,244 0.61% 0.67% 193 +3,134 1.3% Q4 2025 Feb 13, 2026
FIL Ltd History Added to 243,321 21,217 0.02% 0.02% 194 +9,198 3.93% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 241,120 21,029 0.03% 0.04% 195 +7,450 3.19% Q4 2025 Feb 11, 2026
EDGAR LOMAX CO/VA History Reduced 240,695 20,988 1.59% 1.83% 196 -5,510 -2.24% Q4 2025 Feb 13, 2026
Swiss Life Asset Management Ltd History New 239,402 20,875 0.11% — 197 +239,402 New Q4 2025 Feb 04, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 236,978 20,664 0.01% 0.02% 198 -156,359 -39.75% Q4 2025 Feb 17, 2026
MAI Capital Management History Reduced 236,851 20,653 0.12% 0.15% 199 -15,940 -6.31% Q4 2025 Feb 13, 2026
Retirement Systems of Alabama History Reduced 234,243 20,425 0.07% 0.07% 200 -416 -0.18% Q4 2025 Jan 15, 2026
Allworth Financial LP History New 232,637 20,285 0.08% — 201 +232,637 New Q4 2025 Feb 05, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History Reduced 230,101 20,064 1.32% 1.35% 202 -827 -0.36% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 227,673 19,853 0.01% 0.01% 203 +16,770 7.95% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History Added to 227,383 19,827 0.04% 0.04% 204 +3,342 1.49% Q4 2025 Mar 16, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 227,333 19,823 0.07% 0.12% 205 -81,128 -26.3% Q4 2025 Jan 28, 2026
Richard C. Young & CO., LTD. History Added to 226,568 19,756 1.77% 1.97% 206 +2,593 1.16% Q4 2025 Jan 29, 2026
Midwest Trust Co History Added to 225,703 19,681 0.25% 0.28% 207 +2,397 1.07% Q4 2025 Feb 04, 2026
COMERICA BANK History Reduced 219,442 19,135 0.08% 0.08% 208 -10,450 -4.55% Q4 2025 Jan 29, 2026
Calamos Wealth Management LLC History Reduced 218,922 19,090 0.66% 0.75% 209 -1,233 -0.56% Q4 2025 Jan 29, 2026
Savant Capital, LLC History Added to 218,592 19,061 0.11% 0.12% 210 +8,034 3.82% Q4 2025 Feb 10, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 215,912 18,827 0.03% 0.03% 211 +35,837 19.9% Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 214,247 18,682 0.1% 0.13% 212 -17,941 -7.73% Q4 2025 Feb 11, 2026
Carnegie Investment Counsel History Added to 211,962 18,483 0.34% 0.37% 213 +4,612 2.22% Q4 2025 Jan 23, 2026
CWA Asset Management Group, LLC History Added to 208,204 18,155 0.65% 0.71% 214 +6,191 3.06% Q4 2025 Jan 07, 2026
MACKENZIE FINANCIAL CORP History Reduced 206,583 18,054 0.02% 0.1% 215 -700,533 -77.23% Q4 2025 Feb 18, 2026
ProShare Advisors LLC History Reduced 206,817 18,034 0.03% 0.04% 216 -353 -0.17% Q4 2025 Feb 06, 2026
Jefferies Financial Group Inc. History New 206,523 18,008 0.09% — 217 +206,523 New Q4 2025 Feb 09, 2026
Florida Trust Wealth Management Co History Reduced 206,221 17,982 0.5% 0.56% 218 -110 -0.05% Q4 2025 Jan 20, 2026
Vestcor Inc History Added to 206,180 17,979 0.51% 0.41% 219 +60,173 41.21% Q4 2025 Feb 11, 2026
AMALGAMATED BANK History Reduced 203,644 17,758 0.13% 0.14% 220 -9,668 -4.53% Q4 2025 Feb 05, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 201,137 17,539 0.05% 0.05% 221 +32,933 19.58% Q4 2025 Jan 26, 2026
Eurizon Capital SGR S.p.A. History New 194,925 17,019 0.05% — 222 +194,925 New Q4 2025 Feb 10, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 195,027 17,006 0.09% 0.09% 223 +36,882 23.32% Q4 2025 Feb 13, 2026
BENJAMIN EDWARDS INC History Reduced 192,629 16,798 0.19% 0.21% 224 -1,819 -0.94% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Added to 192,433 16,780 0.11% 0.12% 225 +1,913 1.0% Q4 2025 Jan 28, 2026
Steward Partners Investment Advisory, LLC History Added to 188,032 16,396 0.09% 0.1% 226 +11,890 6.75% Q4 2025 Feb 12, 2026
Woodline Partners LP History Added to 187,849 16,380 0.06% 0.06% 227 +42,465 29.21% Q4 2025 Feb 17, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 187,652 16,363 0.01% 0.01% 228 +23,064 14.01% Q4 2025 Feb 17, 2026
iA Global Asset Management Inc. History Reduced 186,800 16,289 0.21% 0.27% 229 -24,378 -11.54% Q4 2025 Feb 05, 2026
NICHOLS & PRATT ADVISERS LLP /MA History No change 186,548 16,266 1.02% 1.12% 230 0 0.0% Q4 2025 Jan 29, 2026
REGIONS FINANCIAL CORP History Reduced 186,388 16,253 0.1% 0.12% 231 -10,248 -5.21% Q4 2025 Jan 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 185,419 16,168 0.67% 0.75% 232 -2,867 -1.52% Q4 2025 Feb 09, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC History New 184,682 16,104 0.24% — 233 +184,682 New Q4 2025 Feb 10, 2026
Utah Retirement Systems History No change 181,993 15,869 0.15% 0.17% 234 0 0.0% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Added to 180,107 15,705 0.05% 0.06% 235 +5,768 3.31% Q4 2025 Feb 11, 2026
BANK OF NOVA SCOTIA History Added to 178,952 15,604 0.02% 0.02% 236 +30,493 20.54% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 177,421 15,457 0.08% 0.1% 237 +17,897 11.22% Q4 2025 Feb 17, 2026
USS Investment Management Ltd History No change 175,403 15,297 0.07% 0.08% 238 0 0.0% Q4 2025 Feb 13, 2026
XPONANCE LLC History Added to 172,387 15,032 0.11% 0.12% 239 +9,361 5.74% Q4 2025 Feb 12, 2026
DekaBank Deutsche Girozentrale History No change 184,531 15,030 0.03% 0.03% 240 0 0.0% Q4 2025 Jan 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 171,194 14,928 0.04% 0.04% 241 -10,667 -5.87% Q4 2025 Feb 13, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 170,366 14,855 0.79% 0.89% 242 -3,388 -1.95% Q4 2025 Jan 15, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 168,457 14,689 0.12% 0.14% 243 -8,875 -5.0% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Reduced 167,471 14,603 0.01% 0.02% 244 -5,849 -3.37% Q4 2025 Feb 11, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 166,038 14,478 0.11% 0.13% 245 +2,768 1.7% Q4 2025 Feb 03, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 165,632 14,443 0.37% 0.47% 246 -30,871 -15.71% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 165,475 14,429 0.04% 0.03% 247 +64,104 63.24% Q4 2025 Jan 26, 2026
Wealthfront Advisers LLC History Reduced 164,689 14,360 0.03% 0.04% 248 -7,403 -4.3% Q4 2025 Jan 30, 2026
CCM INVESTMENT ADVISERS LLC History Added to 163,407 14,249 1.36% 1.38% 249 +15,498 10.48% Q4 2025 Jan 12, 2026
OneDigital Investment Advisors LLC History Added to 161,521 14,084 0.14% 0.04% 250 +120,411 292.9% Q4 2025 Feb 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 160,641 14,007 0.05% 0.06% 251 +2,598 1.64% Q4 2025 Jan 15, 2026
COMMERCE BANK History Reduced 159,748 13,930 0.08% 0.09% 252 -3,430 -2.1% Q4 2025 Feb 13, 2026
M&T BANK CORP History Added to 158,292 13,802 0.04% 0.05% 253 +10,531 7.13% Q4 2025 Jan 30, 2026
CIBC WORLD MARKETS CORP History New 157,721 13,753 0.07% — 254 +157,721 New Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History Added to 155,839 13,589 0.61% 0.68% 255 +2,199 1.43% Q4 2025 Jan 27, 2026
BAILLIE GIFFORD & CO History Added to 154,618 13,482 0.01% 0.01% 256 +1,888 1.24% Q4 2025 Jan 23, 2026
Arkadios Wealth Advisors History Added to 154,170 13,443 0.26% 0.33% 257 +9,661 6.69% Q4 2025 Feb 13, 2026
NEOS Investment Management LLC History Added to 153,376 13,374 0.08% 0.09% 258 +24,743 19.24% Q4 2025 Feb 17, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Added to 151,069 13,173 0.11% 0.12% 259 +1,579 1.06% Q4 2025 Feb 05, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 150,690 13,140 0.02% — 260 +150,690 New Q4 2025 Feb 17, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 149,874 13,069 0.05% 0.05% 261 +16,397 12.28% Q4 2025 Feb 09, 2026
Independent Advisor Alliance History Added to 148,325 12,933 0.31% 0.36% 262 +2,915 2.0% Q4 2025 Feb 04, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 148,233 12,925 0.13% 0.15% 263 -10,484 -6.61% Q4 2025 Feb 13, 2026
ALERUS FINANCIAL NA History Added to 148,126 12,916 0.63% 0.7% 264 +2,159 1.48% Q4 2025 Feb 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 143,244 12,722 0.14% 0.15% 265 -6,010 -4.03% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Reduced 145,426 12,681 0.15% 0.17% 266 -7,328 -4.8% Q4 2025 Jan 15, 2026
Rakuten Investment Management, Inc. History Added to 144,805 12,676 0.04% 0.02% 267 +67,802 88.05% Q4 2025 Feb 17, 2026
Bragg Financial Advisors, Inc History Reduced 145,136 12,655 0.41% 0.46% 268 -1,326 -0.91% Q4 2025 Feb 13, 2026
Susquehanna Portfolio Strategies, LLC History New 144,095 12,565 0.19% — 269 +144,095 New Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 140,715 12,270 0.17% 0.17% 270 +16,542 13.32% Q4 2025 Feb 17, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Added to 140,629 12,263 2.23% 1.62% 271 +43,461 44.73% Q4 2025 Jan 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 140,287 12,233 0.04% 0.05% 272 -302 -0.21% Q4 2025 Feb 13, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Added to 139,019 12,122 0.06% 0.07% 273 +46 0.03% Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 138,385 12,081 0.08% 0.12% 274 -28,573 -17.11% Q4 2025 Feb 17, 2026
CIBC Private Wealth Group LLC History Reduced 137,905 12,025 0.02% 0.02% 275 -3,274 -2.32% Q4 2025 Feb 12, 2026
Biondo Investment Advisors, LLC History Reduced 137,799 12,016 1.45% 1.65% 276 -919 -0.66% Q4 2025 Feb 13, 2026
DAVENPORT & Co LLC History Added to 137,349 11,977 0.06% 0.04% 277 +54,658 66.1% Q4 2025 Jan 12, 2026
CIBC WORLD MARKET INC. History Added to 136,455 11,898 0.02% 0.0% 278 +109,538 406.95% Q4 2025 Feb 10, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 133,951 11,680 0.44% 0.49% 279 -2,338 -1.72% Q4 2025 Feb 13, 2026
Verity & Verity, LLC History Added to 133,916 11,677 0.91% 1.0% 280 +1,741 1.32% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 132,872 11,586 0.04% — 281 +132,872 New Q4 2025 Feb 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Added to 130,418 11,372 1.38% 1.55% 282 +1,074 0.83% Q4 2025 Jan 15, 2026
Walleye Trading LLC History Added to 130,200 11,353 0.02% 0.01% 283 +47,200 56.87% Q4 2025 Feb 13, 2026
CULLINAN ASSOCIATES INC History Reduced 129,777 11,316 0.77% 0.8% 284 -124 -0.1% Q4 2025 Jan 30, 2026
BLAIR WILLIAM & CO/IL History Added to 128,905 11,240 0.03% 0.03% 285 +4,452 3.58% Q4 2025 Feb 17, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Added to 128,860 11,236 0.02% 0.03% 286 +1,462 1.15% Q4 2025 Feb 13, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 128,556 11,210 0.77% 0.78% 287 +9,009 7.54% Q4 2025 Jan 28, 2026
PINNACLE ASSOCIATES LTD History Added to 128,109 11,171 0.14% 0.16% 288 +2,729 2.18% Q4 2025 Feb 05, 2026
Bell Bank History Added to 127,901 11,152 0.48% 0.44% 289 +21,751 20.49% Q4 2025 Jan 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 126,089 10,994 0.14% 0.16% 290 +317 0.25% Q4 2025 Feb 04, 2026
Parallax Volatility Advisers, L.P. History Added to 125,900 10,978 0.02% 0.02% 291 +8,300 7.06% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 124,557 10,861 0.04% 0.04% 292 -587 -0.47% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Added to 123,122 10,736 0.12% 0.09% 293 +61,298 99.15% Q4 2025 Jan 23, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 122,816 10,709 0.45% 0.46% 294 +9,356 8.25% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 122,662 10,696 0.12% 0.13% 295 +7,918 6.9% Q4 2025 Feb 02, 2026
Rafferty Asset Management, LLC History Added to 121,255 10,573 0.04% 0.04% 296 +5,436 4.69% Q4 2025 Feb 13, 2026
Signature Wealth Management Group History Added to 121,142 10,563 4.31% 4.41% 297 +1,120 0.93% Q4 2025 Jan 15, 2026
STEPHENS INC /AR/ History Added to 120,238 10,484 0.13% 0.14% 298 +1,446 1.22% Q4 2025 Feb 05, 2026
Fisher Asset Management, LLC History Reduced 119,135 10,388 0.0% 0.0% 299 -856 -0.71% Q4 2025 Feb 09, 2026
Metis Global Partners, LLC History Added to 118,756 10,355 0.24% 0.26% 300 +2,949 2.55% Q4 2025 Feb 11, 2026
RFG Advisory, LLC History Reduced 118,383 10,323 0.19% 0.24% 301 -6,153 -4.94% Q4 2025 Feb 03, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 118,212 10,308 0.11% 0.12% 302 -1,008 -0.85% Q4 2025 Feb 10, 2026
Capital Innovations LLC History New 115,871 10,103 2.88% — 303 +115,871 New Q4 2025 Feb 10, 2026
Keel Point, LLC History Added to 115,731 10,091 0.61% 0.62% 304 +8,797 8.23% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Reduced 114,973 10,025 0.44% 0.5% 305 -711 -0.61% Q4 2025 Feb 10, 2026
Fairvoy Private Wealth, LLC History Reduced 114,962 10,024 2.24% 2.51% 306 -1,415 -1.22% Q4 2025 Jan 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 114,224 9,960 0.01% 0.02% 307 -164,428 -59.01% Q4 2025 Feb 13, 2026
SHELTON CAPITAL MANAGEMENT History Reduced 113,483 9,895 0.2% 0.32% 308 -46,538 -29.08% Q4 2025 Feb 17, 2026
EVENTIDE ASSET MANAGEMENT, LLC History Reduced 110,842 9,687 0.15% 0.63% 309 -295,557 -72.73% Q4 2025 Feb 13, 2026
RWC Asset Management LLP History Reduced 109,977 9,589 0.47% 0.55% 310 -9,553 -7.99% Q4 2025 Feb 11, 2026
State of Alaska, Department of Revenue History Reduced 109,506 9,548 0.1% 0.11% 311 -8,040 -6.84% Q4 2025 Jan 23, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 107,421 9,390 0.28% 0.23% 312 +69,305 181.83% Q4 2025 Feb 13, 2026
FIFTH THIRD BANCORP History Reduced 106,623 9,297 0.03% 0.03% 313 -1,751 -1.62% Q4 2025 Feb 02, 2026
JANUS HENDERSON GROUP PLC History Added to 127,501 9,272 0.0% 0.0% 314 +37,063 40.98% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 106,104 9,252 0.04% 0.06% 315 -12,709 -10.7% Q4 2025 Feb 17, 2026
Azimuth Capital Investment Management LLC History Added to 105,740 9,220 0.33% 0.35% 316 +1,654 1.59% Q4 2025 Feb 12, 2026
Trexquant Investment LP History New 104,943 9,151 0.08% — 317 +104,943 New Q4 2025 Feb 17, 2026
ROCKLAND TRUST CO History Added to 104,776 9,136 0.36% 0.4% 318 +1,691 1.64% Q4 2025 Jan 15, 2026
Lido Advisors, LLC History Added to 96,299 9,064 0.03% 0.03% 319 +1,202 1.26% Q4 2025 Feb 10, 2026
StoneX Group Inc. History Reduced 103,864 9,058 0.39% 0.43% 320 -1,127 -1.07% Q4 2025 Feb 12, 2026
ARS Wealth Advisors Group, LLC History Added to 103,181 8,997 0.81% 0.95% 321 +1,962 1.94% Q4 2025 Jan 12, 2026
Concurrent Investment Advisors, LLC History Added to 101,903 8,885 0.1% 0.14% 322 +15,553 18.01% Q4 2025 Jan 29, 2026
TCTC Holdings, LLC History Reduced 101,312 8,834 0.26% 0.29% 323 -529 -0.52% Q4 2025 Feb 12, 2026
KBC Group NV History No change 101,290 8,832 0.02% 0.02% 324 0 0.0% Q4 2025 Jan 26, 2026
Visionary Wealth Advisors History Added to 100,909 8,799 0.4% 0.44% 325 +1,712 1.73% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Added to 100,888 8,797 0.26% 0.23% 326 +22,541 28.77% Q4 2025 Jan 23, 2026
Principle Wealth Partners LLC History Reduced 100,551 8,768 0.49% 0.57% 327 -2,369 -2.3% Q4 2025 Feb 06, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 100,361 8,751 0.08% 0.1% 328 -12,320 -10.93% Q4 2025 Feb 10, 2026
D.A. DAVIDSON & CO. History Added to 99,386 8,666 0.05% 0.05% 329 +16,878 20.46% Q4 2025 Jan 29, 2026
Pacer Advisors, Inc. History Added to 99,083 8,640 0.02% 0.02% 330 +6,315 6.81% Q4 2025 Feb 24, 2026
Vinva Investment Management Ltd History Added to 98,261 8,604 0.11% 0.09% 331 +51,195 108.77% Q4 2025 Feb 17, 2026
AM INVESTMENT STRATEGIES LLC History Reduced 97,844 8,532 1.77% 2.05% 332 -1,573 -1.58% Q4 2025 Feb 05, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 97,631 8,513 0.81% 0.86% 333 +11,460 13.3% Q4 2025 Jan 22, 2026
Sequoia Financial Advisors, LLC History Added to 97,526 8,504 0.05% 0.06% 334 +416 0.43% Q4 2025 Feb 03, 2026
Fiduciary Group, LLC History Added to 96,564 8,420 0.71% 0.8% 335 +767 0.8% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 96,462 8,411 0.46% 0.53% 336 -1,973 -2.0% Q4 2025 Feb 10, 2026
Cornerstone Wealth Group, LLC History Added to 95,956 8,367 0.57% 0.6% 337 +1,590 1.68% Q4 2025 Jan 26, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 95,640 8,348 0.01% 0.01% 338 +30,211 46.17% Q4 2025 Feb 05, 2026
Neuberger Berman Group LLC History Added to 95,403 8,319 0.01% 0.01% 339 +787 0.83% Q4 2025 Feb 13, 2026
Investment Management Corp of Ontario History Added to 95,045 8,287 0.11% 0.07% 340 +43,436 84.16% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 94,312 8,224 0.09% 0.1% 341 +5,680 6.41% Q4 2025 Feb 05, 2026
Prospera Financial Services Inc History Reduced 93,886 8,189 0.13% 0.16% 342 -2,052 -2.14% Q4 2025 Feb 09, 2026
Foster Victor Wealth Advisors, LLC History Added to 91,616 8,144 0.47% 0.51% 343 +4,090 4.67% Q4 2025 Jan 26, 2026
HRT FINANCIAL LP History Reduced 93,271 8,133 0.03% 0.06% 344 -91,342 -49.48% Q4 2025 Feb 12, 2026
ASSOCIATED BANC-CORP History Reduced 92,947 8,104 0.21% 0.24% 345 -2,722 -2.85% Q4 2025 Feb 06, 2026
SSI INVESTMENT MANAGEMENT LLC History New 163,090 8,092 0.55% — 346 +163,090 New Q4 2025 Feb 10, 2026
Merit Financial Group, LLC History Added to 92,071 8,028 0.06% 0.08% 347 +2,743 3.07% Q4 2025 Jan 26, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 92,003 8,023 0.13% 0.14% 348 0 0.0% Q4 2025 Feb 10, 2026
Dynamic Advisor Solutions LLC History Reduced 90,944 7,930 0.25% 0.26% 349 -3,601 -3.81% Q4 2025 Jan 09, 2026
Windle Wealth, LLC History Reduced 90,918 7,928 3.55% 3.87% 350 -340 -0.37% Q4 2025 Jan 23, 2026
Sound View Wealth Advisors Group, LLC History Reduced 89,786 7,829 0.53% 0.6% 351 -1,597 -1.75% Q4 2025 Jan 08, 2026
UniSuper Management Pty Ltd History Added to 88,684 7,733 0.05% 0.05% 352 +1,476 1.69% Q4 2025 Feb 12, 2026
Chronos Wealth Management, LLC History Added to 88,362 7,705 3.57% 4.0% 353 +2,269 2.64% Q4 2025 Jan 23, 2026
Blue Trust, Inc. History Reduced 87,568 7,635 0.09% 0.1% 354 -1,966 -2.2% Q4 2025 Jan 16, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History Reduced 86,261 7,521 0.06% 0.08% 355 -4,306 -4.75% Q4 2025 Feb 13, 2026
Thomasville National Bank History Added to 86,215 7,517 0.47% 0.51% 356 +1,096 1.29% Q4 2025 Jan 26, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 85,856 7,487 0.06% 0.06% 357 0 0.0% Q4 2025 Jan 29, 2026
ADVOCATE GROUP LLC History Reduced 85,786 7,480 1.21% 1.37% 358 -2,045 -2.33% Q4 2025 Jan 20, 2026
Sky Investment Group LLC History Added to 85,219 7,431 1.23% 1.28% 359 +4,855 6.04% Q4 2025 Jan 14, 2026
Summit Financial, LLC History Reduced 84,934 7,406 0.11% 0.12% 360 -656 -0.77% Q4 2025 Feb 13, 2026
Walleye Capital LLC History Reduced 84,619 7,378 0.02% 0.04% 361 -31,447 -27.09% Q4 2025 Feb 13, 2026
MIZUHO SECURITIES USA LLC History Added to 80,175 7,305 0.12% 0.15% 362 +55 0.07% Q4 2025 Feb 09, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 83,716 7,300 0.0% 0.04% 363 -522,865 -86.2% Q4 2025 Feb 17, 2026
ALLSTATE CORP History Added to 83,367 7,269 0.1% 0.09% 364 +42,733 105.17% Q4 2025 Feb 09, 2026
Equitable Holdings, Inc. History Added to 82,356 7,181 0.05% 0.05% 365 +4,201 5.38% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Added to 81,549 7,111 0.14% 0.05% 366 +56,443 224.82% Q4 2025 Feb 09, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 80,641 7,031 0.04% 0.05% 367 +2,125 2.71% Q4 2025 Feb 17, 2026
GUGGENHEIM CAPITAL LLC History Reduced 80,544 7,023 0.05% 0.06% 368 -2,527 -3.04% Q4 2025 Feb 17, 2026
Stratos Wealth Partners, LTD. History Added to 80,498 7,019 0.08% 0.08% 369 +5,909 7.92% Q4 2025 Jan 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 79,897 6,967 0.09% 0.1% 370 +2,308 2.97% Q4 2025 Jan 29, 2026
CENTRAL TRUST Co History Reduced 79,701 6,949 0.14% 0.16% 371 -1,537 -1.89% Q4 2025 Feb 02, 2026
NOMURA HOLDINGS INC History Added to 79,566 6,938 0.01% 0.01% 372 +41,768 110.5% Q4 2025 Feb 17, 2026
First PREMIER Bank History Reduced 79,470 6,930 1.59% 1.76% 373 -2,423 -2.96% Q4 2025 Jan 23, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 78,836 6,874 0.43% 0.48% 374 +281 0.36% Q4 2025 Feb 17, 2026
Osmosis Investment Management UK Ltd History New 78,393 6,835 0.17% — 375 +78,393 New Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 85,860 6,817 0.17% 0.17% 376 -7,447 -7.98% Q4 2025 Feb 11, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 78,000 6,787 0.88% 1.05% 377 -6,166 -7.33% Q4 2025 Jan 12, 2026
Parkside Investments, LLC History Reduced 77,531 6,760 0.85% 0.95% 378 -2,290 -2.87% Q4 2025 Feb 09, 2026
GLENMEDE TRUST CO NA History New 77,491 6,757 0.03% — 379 +77,491 New Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 77,479 6,756 0.01% 0.04% 380 -240,384 -75.63% Q4 2025 Jan 09, 2026
TD Waterhouse Canada Inc. History Added to 76,999 6,715 0.04% 0.04% 381 +4,567 6.31% Q4 2025 Jan 27, 2026
Aull & Monroe Investment Management Corp History Reduced 76,841 6,700 3.36% 3.76% 382 -863 -1.11% Q4 2025 Jan 09, 2026
ALBION FINANCIAL GROUP /UT History Reduced 76,649 6,683 0.42% 0.47% 383 -6,007 -7.27% Q4 2025 Jan 21, 2026
CITY HOLDING CO History Added to 75,982 6,625 0.82% 0.9% 384 +263 0.35% Q4 2025 Jan 22, 2026
Edgemoor Investment Advisors, Inc. History Reduced 75,974 6,624 0.51% 0.56% 385 -72 -0.09% Q4 2025 Feb 10, 2026
Simmons Bank History Added to 75,839 6,612 0.44% 0.46% 386 +2,777 3.8% Q4 2025 Feb 05, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 75,800 6,609 0.09% 0.09% 387 +12,929 20.56% Q4 2025 Feb 17, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 75,576 6,590 0.08% 0.1% 388 -1,302 -1.69% Q4 2025 Feb 09, 2026
Beacon Pointe Advisors, LLC History Added to 75,477 6,581 0.05% 0.06% 389 +1,186 1.6% Q4 2025 Feb 18, 2026
Anchor Investment Management, LLC History Added to 75,452 6,579 0.53% 0.59% 390 +153 0.2% Q4 2025 Feb 26, 2026
Coston, McIsaac & Partners History Added to 75,387 6,573 1.53% 1.69% 391 +648 0.87% Q4 2025 Feb 03, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 75,016 6,541 0.49% 0.55% 392 +377 0.51% Q4 2025 Feb 04, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 74,259 6,488 0.01% 0.01% 393 +495 0.67% Q4 2025 Jan 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 74,078 6,459 0.17% 0.19% 394 -2,795 -3.64% Q4 2025 Jan 07, 2026
Towne Trust Company, N.A History Added to 73,958 6,449 2.01% 2.22% 395 +1,550 2.14% Q4 2025 Jan 26, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 73,709 6,427 0.31% 0.3% 396 +21,153 40.25% Q4 2025 Jan 28, 2026
Argent Trust Co History Added to 73,479 6,407 0.22% 0.24% 397 +803 1.1% Q4 2025 Feb 10, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 73,433 6,403 0.09% 0.11% 398 -6,505 -8.14% Q4 2025 Feb 09, 2026
Nicholas Hoffman & Company, LLC. History Added to 73,433 6,403 0.15% 0.17% 399 +572 0.79% Q4 2025 Feb 02, 2026
Vident Advisory, LLC History Added to 72,659 6,335 0.06% 0.06% 400 +3,518 5.09% Q4 2025 Feb 18, 2026
BFSG, LLC History Reduced 72,427 6,315 0.61% 0.67% 401 -355 -0.49% Q4 2025 Jan 22, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 72,284 6,303 0.02% 0.05% 402 -134,056 -64.97% Q4 2025 Feb 11, 2026
GLOBALT Investments LLC / GA History Reduced 72,003 6,278 0.23% 0.26% 403 -3,055 -4.07% Q4 2025 Feb 06, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 71,863 6,266 0.59% 0.67% 404 -890 -1.22% Q4 2025 Feb 17, 2026
Telos Capital Management, Inc. History Added to 71,730 6,254 0.58% 0.64% 405 +1,389 1.97% Q4 2025 Jan 22, 2026
Marietta Wealth Management, LLC History Added to 71,509 6,235 0.72% 0.8% 406 +2,593 3.76% Q4 2025 Jan 28, 2026
Carson Advisory Inc. History Added to 71,417 6,227 3.24% 3.57% 407 +1,598 2.29% Q4 2025 Feb 12, 2026
Capula Management Ltd History Added to 229,091 6,198 0.03% 0.0% 408 +224,491 4880.24% Q4 2025 Feb 13, 2026
AE Wealth Management LLC History Added to 70,344 6,134 0.04% 0.04% 409 +1,249 1.81% Q4 2025 Jan 26, 2026
Glenview Trust Co History Reduced 70,005 6,104 0.09% 0.21% 410 -70,085 -50.03% Q4 2025 Feb 09, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Reduced 67,369 6,068 0.87% 1.02% 411 -376 -0.56% Q4 2025 Feb 11, 2026
Kentucky Retirement Systems History No change 69,183 6,032 0.16% 0.18% 412 0 0.0% Q4 2025 Feb 10, 2026
FARMERS TRUST CO History Added to 69,078 6,023 0.98% 1.09% 413 +2,326 3.48% Q4 2025 Jan 06, 2026
Apollon Wealth Management, LLC History Reduced 69,038 6,020 0.1% 0.15% 414 -17,111 -19.86% Q4 2025 Jan 22, 2026
Verition Fund Management LLC History Reduced 68,877 6,006 0.02% 0.06% 415 -88,259 -56.17% Q4 2025 Feb 13, 2026
Lifeworks Advisors, LLC History Added to 68,682 5,989 0.78% 0.64% 416 +17,905 35.26% Q4 2025 Feb 13, 2026
Sciencast Management LP History Added to 68,437 5,967 0.83% 0.82% 417 +22,457 48.84% Q4 2025 Feb 17, 2026
Jackson Hole Capital Partners, LLC History Reduced 68,357 5,960 1.02% 1.15% 418 -2,314 -3.27% Q4 2025 Jan 30, 2026
Advisors Asset Management, Inc. History Added to 67,931 5,923 0.1% 0.1% 419 +5,167 8.23% Q4 2025 Feb 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 67,648 5,898 0.01% 0.01% 420 +41,575 159.46% Q4 2025 Feb 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 67,266 5,866 0.05% 0.06% 421 -4,240 -5.93% Q4 2025 Feb 11, 2026
Moors & Cabot, Inc. History Added to 66,609 5,808 0.25% 0.26% 422 +3,604 5.72% Q4 2025 Feb 10, 2026
Core Alternative Capital History Reduced 66,457 5,795 1.6% 1.87% 423 -1,391 -2.05% Q4 2025 Feb 02, 2026
Community Bank & Trust, Waco, Texas History Reduced 66,386 5,789 1.19% 1.3% 424 -215 -0.32% Q4 2025 Feb 09, 2026
MainStreet Investment Advisors LLC History Reduced 66,237 5,775 0.83% 0.93% 425 -6,393 -8.8% Q4 2025 Feb 10, 2026
OPPENHEIMER & CO INC History Reduced 65,466 5,708 0.08% 0.08% 426 -748 -1.13% Q4 2025 Feb 02, 2026
AGF MANAGEMENT LTD History Added to 65,309 5,694 0.02% 0.03% 427 +4,798 7.93% Q4 2025 Feb 17, 2026
WOODSTOCK CORP History Added to 65,060 5,673 0.49% 0.53% 428 +590 0.92% Q4 2025 Jan 14, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 65,000 5,668 0.01% 0.01% 429 -5,200 -7.41% Q4 2025 Feb 17, 2026
Griffith & Werner, Inc. History Added to 64,819 5,652 2.88% 3.0% 430 +935 1.46% Q4 2025 Feb 13, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 63,584 5,544 0.17% 0.18% 431 -880 -1.37% Q4 2025 Feb 04, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Added to 63,310 5,520 0.4% 0.44% 432 +309 0.49% Q4 2025 Jan 12, 2026
South Dakota Investment Council History Reduced 63,240 5,515 0.1% 0.12% 433 -1,700 -2.62% Q4 2025 Feb 12, 2026
Trinity Legacy Partners, LLC History Added to 62,622 5,460 1.25% 1.33% 434 +1,313 2.14% Q4 2025 Jan 26, 2026
Engineers Gate Manager LP History Added to 61,653 5,376 0.06% 0.06% 435 +9,370 17.92% Q4 2025 Feb 17, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Added to 60,780 5,300 0.83% 1.0% 436 +1,563 2.64% Q4 2025 Jan 29, 2026
Capital Investment Counsel, LLC History Reduced 60,608 5,285 0.73% 0.85% 437 -63 -0.1% Q4 2025 Feb 02, 2026
Envestnet Portfolio Solutions, Inc. History Added to 60,430 5,269 0.02% 0.02% 438 +583 0.97% Q4 2025 Feb 06, 2026
PRUDENTIAL PLC History Added to 60,332 5,260 0.04% 0.04% 439 +840 1.41% Q4 2025 Feb 11, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 59,926 5,225 0.29% 0.32% 440 +4,651 8.41% Q4 2025 Feb 04, 2026
Wealthcare Advisory Partners LLC History Added to 59,326 5,173 0.1% 0.12% 441 +209 0.35% Q4 2025 Jan 14, 2026
Resolution Capital Ltd History Reduced 59,288 5,169 0.11% 0.13% 442 -10,621 -15.19% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Added to 58,500 5,101 0.08% 0.08% 443 +2,936 5.28% Q4 2025 Jan 20, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 58,491 5,100 0.0% 0.0% 444 +13,000 28.58% Q4 2025 Feb 17, 2026
Goelzer Investment Management, Inc. History Added to 58,006 5,058 0.23% 0.29% 445 +528 0.92% Q4 2025 Jan 14, 2026
Clearstead Advisors, LLC History Added to 57,280 4,994 0.06% 0.07% 446 +1,473 2.64% Q4 2025 Feb 09, 2026
Csenge Advisory Group History Added to 56,797 4,952 0.22% 0.25% 447 +831 1.48% Q4 2025 Feb 06, 2026
Louisiana State Employees Retirement System History Reduced 56,200 4,900 0.08% 0.09% 448 -1,500 -2.6% Q4 2025 Jan 16, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 56,028 4,885 0.22% 0.17% 449 +9,589 20.65% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Added to 55,912 4,875 0.0% 0.0% 450 +267 0.48% Q4 2025 Feb 11, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History Reduced 55,804 4,866 1.16% 1.32% 451 -4,276 -7.12% Q4 2025 Feb 18, 2026
Gulf International Bank (UK) Ltd History No change 55,512 4,841 0.16% 0.17% 452 0 0.0% Q4 2025 Feb 10, 2026
United Bank History Reduced 55,311 4,823 1.64% 1.83% 453 -180 -0.32% Q4 2025 Feb 05, 2026
Providence Capital Advisors, LLC History Added to 55,280 4,820 0.81% 0.88% 454 +1,626 3.03% Q4 2025 Feb 12, 2026
Vest Financial, LLC History Added to 55,271 4,819 0.06% 0.06% 455 +8,995 19.44% Q4 2025 Jan 30, 2026
Maryland State Retirement & Pension System History No change 54,738 4,773 0.1% 0.11% 456 0 0.0% Q4 2025 Feb 17, 2026
PROFUND ADVISORS LLC History Reduced 54,658 4,766 0.14% 0.18% 457 -2,847 -4.95% Q4 2025 Feb 06, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History Added to 54,642 4,764 2.78% 2.96% 458 +338 0.62% Q4 2025 Jan 26, 2026
CHOREO, LLC History Reduced 54,257 4,751 0.06% 0.08% 459 -10,048 -15.63% Q4 2025 Jan 23, 2026
GAM Holding AG History Added to 54,433 4,746 0.3% 0.16% 460 +27,483 101.98% Q4 2025 Feb 17, 2026
Trajan Wealth LLC History Added to 54,387 4,742 0.2% 0.22% 461 +1,240 2.33% Q4 2025 Feb 06, 2026
Meridian Wealth Management, LLC History Added to 54,270 4,732 0.17% 0.19% 462 +1,671 3.18% Q4 2025 Feb 04, 2026
Global Wealth Management Investment Advisory, Inc. History Added to 53,961 4,705 0.75% 0.8% 463 +3,544 7.03% Q4 2025 Feb 04, 2026
GQG Partners LLC History Reduced 53,863 4,696 0.01% 0.01% 464 -550 -1.01% Q4 2025 Feb 13, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 53,105 4,630 0.16% 0.17% 465 +1,640 3.19% Q4 2025 Jan 27, 2026
Baugh & Associates, LLC History Reduced 56,410 4,582 2.25% 2.5% 466 -1,132 -1.97% Q4 2025 Jan 14, 2026
MGO ONE SEVEN LLC History Added to 52,496 4,577 0.09% 0.08% 467 +13,992 36.34% Q4 2025 Feb 03, 2026
Cornerstone Capital, Inc. History Added to 52,436 4,572 0.45% 0.48% 468 +158 0.3% Q4 2025 Feb 12, 2026
UMB Bank, n.a. History Reduced 52,383 4,567 0.06% 0.08% 469 -5,126 -8.91% Q4 2025 Feb 13, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History Reduced 52,329 4,563 2.22% 2.44% 470 -5,615 -9.69% Q4 2025 Feb 13, 2026
MORTON COMMUNITY BANK History Added to 50,612 4,520 0.98% 1.07% 471 +1,482 3.02% Q4 2025 Feb 13, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Added to 51,706 4,508 0.53% 0.58% 472 +513 1.0% Q4 2025 Jan 27, 2026
EASTERN BANK History Added to 51,254 4,469 0.08% 0.02% 473 +37,245 265.86% Q4 2025 Jan 14, 2026
Longbow Finance SA History Reduced 51,158 4,460 0.76% 0.69% 474 -22,366 -30.42% Q4 2025 Feb 12, 2026
American Trust Investment Advisors, LLC History Added to 51,030 4,449 2.38% 2.48% 475 +331 0.65% Q4 2025 Feb 17, 2026
Marble Wealth, LLC History New 50,957 4,443 0.62% — 476 +50,957 New Q4 2025 Feb 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 50,692 4,420 0.08% 0.11% 477 -6,344 -11.12% Q4 2025 Jan 07, 2026
Oakworth Capital, Inc. History Added to 50,614 4,413 0.24% 0.27% 478 +1,204 2.44% Q4 2025 Jan 30, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 50,587 4,411 0.13% 0.15% 479 +900 1.81% Q4 2025 Feb 10, 2026
Coastal Bridge Advisors, LLC History Added to 50,333 4,389 0.33% 0.36% 480 +134 0.27% Q4 2025 Feb 18, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 49,837 4,345 0.37% 0.4% 481 +983 2.01% Q4 2025 Jan 15, 2026
Norinchukin Bank, The History Reduced 49,425 4,309 0.05% 0.06% 482 -10 -0.02% Q4 2025 Feb 17, 2026
Kentucky Trust Co History Reduced 49,398 4,307 2.28% 2.59% 483 -1,005 -1.99% Q4 2025 Jan 21, 2026
WESBANCO BANK INC History Reduced 48,545 4,233 0.12% 0.14% 484 -5,240 -9.74% Q4 2025 Feb 03, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History Added to 48,517 4,230 0.2% 0.22% 485 +124 0.26% Q4 2025 Feb 12, 2026
PINEBRIDGE INVESTMENTS LLC History New 48,374 4,218 0.03% — 486 +48,374 New Q4 2025 Feb 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 48,364 4,217 0.14% 0.14% 487 +4,085 9.23% Q4 2025 Feb 13, 2026
GWN SECURITIES INC. History Added to 48,219 4,204 0.85% 1.01% 488 +2,497 5.46% Q4 2025 Feb 11, 2026
Elo Mutual Pension Insurance Co History Added to 48,072 4,191 0.06% 0.05% 489 +15,070 45.66% Q4 2025 Feb 12, 2026
Horizon Investments, LLC History Reduced 48,050 4,189 0.05% 0.08% 490 -12,797 -21.03% Q4 2025 Feb 02, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History New 47,861 4,173 0.15% — 491 +47,861 New Q4 2025 Feb 09, 2026
BROWN ADVISORY INC History Reduced 47,756 4,164 0.01% 0.01% 492 -4,934 -9.36% Q4 2025 Feb 13, 2026
Apollon Financial, LLC History Added to 47,355 4,129 0.6% 0.73% 493 +1,159 2.51% Q4 2025 Jan 22, 2026
Annex Advisory Services, LLC History Reduced 47,263 4,121 0.08% 0.1% 494 -91 -0.19% Q4 2025 Jan 26, 2026
Federation des caisses Desjardins du Quebec History Added to 47,170 4,113 0.02% 0.02% 495 +5,134 12.21% Q4 2025 Feb 12, 2026
MONTAG A & ASSOCIATES INC History Reduced 47,151 4,111 0.19% 0.21% 496 -388 -0.82% Q4 2025 Feb 02, 2026
BAILARD, INC. History Added to 46,818 4,082 0.09% 0.09% 497 +2,767 6.28% Q4 2025 Feb 04, 2026
Laurel Wealth Advisors LLC History Reduced 46,800 4,080 0.54% 0.63% 498 -540 -1.14% Q4 2025 Jan 30, 2026
Rench Wealth Management, Inc. History Added to 45,413 3,960 1.14% 1.26% 499 +9 0.02% Q4 2025 Feb 12, 2026
BlueCrest Capital Management Ltd History New 78,186 3,937 0.12% — 500 +78,186 New Q4 2025 Feb 17, 2026
MUFG Securities EMEA plc History Added to 45,112 3,933 0.05% 0.05% 501 +24,056 114.25% Q4 2025 Feb 10, 2026
Diversified Enterprises, LLC History Added to 45,038 3,927 0.23% 0.29% 502 +122 0.27% Q4 2025 Jan 28, 2026
Wills Financial Group LLC History Added to 45,016 3,925 1.5% 1.7% 503 +1,256 2.87% Q4 2025 Feb 11, 2026
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT History No change 45,000 3,924 0.23% 0.24% 504 0 0.0% Q4 2025 Jan 27, 2026
U.S. Capital Wealth Advisors, LLC History Added to 44,898 3,915 0.1% 0.09% 506 +9,393 26.46% Q4 2025 Jan 23, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 44,897 3,915 0.42% 0.5% 505 0 0.0% Q4 2025 Feb 11, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 44,081 3,842 0.01% 0.0% 507 +41,694 1746.71% Q4 2025 Feb 10, 2026
TrueWealth Advisors, LLC History Reduced 43,896 3,827 0.99% 1.13% 508 -1 -0.0% Q4 2025 Jan 07, 2026
Pathway Financial Advisers, LLC History Reduced 43,869 3,825 1.11% 1.21% 509 -61 -0.14% Q4 2025 Feb 06, 2026
Monashee Investment Management LLC History New 75,877 3,821 2.15% — 510 +75,877 New Q4 2025 Feb 12, 2026
Waterloo Capital, L.P. History Added to 43,762 3,816 0.27% 0.31% 511 +442 1.02% Q4 2025 Feb 10, 2026
Vise Technologies, Inc. History Added to 43,729 3,813 0.07% 0.1% 512 +14,094 47.56% Q4 2025 Feb 11, 2026
ABN AMRO INVESTMENT SOLUTIONS History New 43,700 3,810 0.06% — 513 +43,700 New Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History Reduced 43,626 3,804 1.21% 1.31% 514 -1 -0.0% Q4 2025 Feb 09, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 43,528 3,795 0.01% 0.01% 515 -19 -0.04% Q4 2025 Feb 13, 2026
Callan Family Office, LLC History Added to 43,495 3,792 0.08% 0.11% 516 +6,250 16.78% Q4 2025 Feb 12, 2026
First Bank & Trust History Reduced 43,319 3,777 0.62% 0.72% 517 -1,925 -4.25% Q4 2025 Jan 12, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History Added to 43,036 3,752 1.35% 1.47% 518 +420 0.99% Q4 2025 Feb 09, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 42,472 3,703 0.08% 0.09% 519 -2,446 -5.45% Q4 2025 Feb 18, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 42,375 3,695 0.12% 0.13% 520 +1,053 2.55% Q4 2025 Jan 12, 2026
Sigma Planning Corp History Reduced 42,156 3,679 0.1% 0.11% 521 -303 -0.71% Q4 2025 Jan 30, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 41,921 3,655 0.06% 0.08% 522 -5,139 -10.92% Q4 2025 Jan 28, 2026
Palisade Asset Management, LLC History Reduced 41,907 3,654 0.36% 0.39% 523 -1,921 -4.38% Q4 2025 Feb 13, 2026
TORTOISE CAPITAL ADVISORS, L.L.C. History Added to 41,392 3,609 0.05% 0.05% 524 +2,762 7.15% Q4 2025 Feb 17, 2026
MAINSTAY CAPITAL MANAGEMENT LLC /ADV History Reduced 41,163 3,589 0.27% 0.41% 525 -1,960 -4.55% Q4 2025 Jan 27, 2026
Concord Wealth Partners History Added to 40,779 3,555 0.46% 0.49% 526 +3,212 8.55% Q4 2025 Jan 29, 2026
Prime Capital Investment Advisors, LLC History Reduced 40,755 3,553 0.04% 0.05% 527 -995 -2.38% Q4 2025 Jan 21, 2026
Tidal Investments LLC History Added to 40,511 3,532 0.01% 0.01% 528 +12,146 42.82% Q4 2025 Feb 13, 2026
All Terrain Financial Advisors, LLC History Reduced 40,435 3,525 0.82% 1.01% 529 -2,227 -5.22% Q4 2025 Feb 11, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 40,300 3,514 0.31% 0.34% 530 -897 -2.18% Q4 2025 Jan 30, 2026
Kingsview Wealth Management, LLC History Added to 40,282 3,512 0.05% 0.06% 531 +890 2.26% Q4 2025 Feb 09, 2026
Lombard Odier Asset Management (Switzerland) SA History New 40,253 3,510 0.15% — 532 +40,253 New Q4 2025 Feb 17, 2026
PARK AVENUE SECURITIES LLC History Reduced 40,164 3,502 0.03% 0.03% 533 -5,023 -11.12% Q4 2025 Jan 05, 2026
Essex Financial Services, Inc. History Added to 40,134 3,499 0.2% 0.22% 534 +831 2.11% Q4 2025 Feb 10, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 40,070 3,494 0.04% 0.05% 535 +1,356 3.5% Q4 2025 Feb 10, 2026
Bank OZK History Added to 39,859 3,475 1.23% 1.31% 536 +753 1.93% Q4 2025 Feb 17, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 39,791 3,469 0.36% 0.39% 537 -35 -0.09% Q4 2025 Jan 30, 2026
Robbins Farley History Added to 39,615 3,454 1.57% 1.46% 538 +2,648 7.16% Q4 2025 Jan 23, 2026
Ameritas Investment Partners, Inc. History Added to 39,495 3,444 0.1% 0.11% 539 +58 0.15% Q4 2025 Feb 11, 2026
OMERS ADMINISTRATION Corp History No change 39,180 3,416 0.02% 0.03% 540 0 0.0% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Reduced 38,836 3,386 0.09% 0.11% 541 -680 -1.72% Q4 2025 Feb 05, 2026
Great Lakes Retirement, Inc. History Added to 38,180 3,329 0.35% 0.38% 542 +1,312 3.56% Q4 2025 Feb 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 34,867 3,314 0.01% 0.01% 543 -5,979 -14.64% Q4 2025 Feb 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 38,011 3,314 0.08% 0.09% 544 +627 1.68% Q4 2025 Feb 09, 2026
Boston Partners History Reduced 38,000 3,313 0.0% 0.0% 545 -998 -2.56% Q4 2025 Feb 13, 2026
North Dakota State Investment Board History New 37,792 3,295 0.12% — 546 +37,792 New Q4 2025 Feb 05, 2026
OneAscent Wealth Management LLC History Reduced 37,397 3,261 1.09% 1.25% 547 -1,855 -4.73% Q4 2025 Feb 11, 2026
HighPoint Advisor Group LLC History Reduced 37,299 3,252 0.15% 0.17% 548 -787 -2.07% Q4 2025 Feb 04, 2026
JPL Wealth Management, LLC History Reduced 37,287 3,251 0.79% 0.9% 549 -2,675 -6.69% Q4 2025 Feb 12, 2026
IFP Advisors, Inc History Added to 37,114 3,236 0.07% 0.03% 550 +24,790 201.15% Q4 2025 Feb 06, 2026
Empirical Finance, LLC History Reduced 36,553 3,187 0.15% 0.17% 551 -1,606 -4.21% Q4 2025 Feb 12, 2026
First National Advisers, LLC History Reduced 36,509 3,183 0.44% 0.51% 552 -3,076 -7.77% Q4 2025 Feb 04, 2026
Smartleaf Asset Management LLC History Added to 36,278 3,176 0.12% 0.17% 553 +7,258 25.01% Q4 2025 Feb 13, 2026
CENTAURUS FINANCIAL, INC. History Added to 36,363 3,171 0.15% 0.13% 554 +6,892 23.39% Q4 2025 Feb 13, 2026
Sculptor Capital LP History New 36,000 3,139 0.03% — 555 +36,000 New Q4 2025 Feb 13, 2026
Family Legacy, Inc. History Added to 35,728 3,115 0.93% 1.03% 556 +66 0.19% Q4 2025 Feb 04, 2026
Concord Asset Management, LLC/VA History Added to 35,683 3,111 0.54% 0.6% 557 +836 2.4% Q4 2025 Jan 29, 2026
Stonebridge Financial Group, LLC History Added to 35,653 3,108 0.27% 0.29% 558 +1,346 3.92% Q4 2025 Jan 21, 2026
Sovereign Financial Group, Inc. History Added to 35,563 3,101 0.53% 0.63% 559 +37 0.1% Q4 2025 Jan 07, 2026
High Point Wealth Management, LLC History New 35,556 3,100 2.91% — 561 +35,556 New Q4 2025 Jan 29, 2026
HF Advisory Group, LLC History Added to 35,551 3,100 1.08% 1.12% 560 +3,431 10.68% Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History Added to 35,537 3,098 0.04% 0.02% 562 +12,317 53.04% Q4 2025 Feb 11, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Added to 35,183 3,067 0.04% 0.05% 563 +122 0.35% Q4 2025 Feb 05, 2026
AlphaQuest LLC History Added to 35,023 3,054 0.17% 0.09% 564 +21,204 153.44% Q4 2025 Feb 09, 2026
Bridgewater Associates, LP History New 34,969 3,049 0.01% — 565 +34,969 New Q4 2025 Feb 13, 2026
FAS Wealth Partners, Inc. History Added to 34,808 3,035 0.2% 0.21% 567 +2,119 6.48% Q4 2025 Feb 18, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 34,801 3,035 0.18% 0.2% 566 0 0.0% Q4 2025 Feb 03, 2026
ANCHYRA PARTNERS LLC History New 34,736 3,028 0.93% — 568 +34,736 New Q4 2025 Jan 29, 2026
WATERS PARKERSON & CO., LLC History Reduced 34,700 3,025 0.15% 0.16% 569 -950 -2.66% Q4 2025 Feb 12, 2026
Tower Research Capital LLC (TRC) History Added to 34,557 3,013 0.07% 0.08% 570 +5,338 18.27% Q4 2025 Feb 17, 2026
LongView Wealth Management History Reduced 34,746 3,013 0.73% 0.93% 571 -1,641 -4.51% Q4 2025 Jan 13, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History Reduced 34,550 3,012 1.33% 1.54% 572 -750 -2.12% Q4 2025 Feb 12, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 34,249 2,986 0.21% 0.24% 573 +850 2.54% Q4 2025 Feb 02, 2026
KCM INVESTMENT ADVISORS LLC History Added to 34,213 2,983 0.1% 0.1% 574 +395 1.17% Q4 2025 Feb 13, 2026
Rockline Wealth Management, LLC History Added to 34,203 2,982 0.61% 0.65% 575 +848 2.54% Q4 2025 Feb 10, 2026
MILLER HOWARD INVESTMENTS INC /NY History Added to 34,154 2,978 0.09% 0.09% 576 +2,497 7.89% Q4 2025 Jan 27, 2026
Lantz Financial LLC History Reduced 33,902 2,956 0.62% 0.72% 578 -261 -0.76% Q4 2025 Jan 14, 2026
Texas Yale Capital Corp. History Added to 33,903 2,956 0.09% 0.1% 577 +160 0.47% Q4 2025 Feb 10, 2026
Walsky Investment Management, Inc. History New 33,858 2,952 3.01% — 579 +33,858 New Q4 2025 Feb 10, 2026
WEST PACES ADVISORS INC. History Added to 33,747 2,942 0.57% 0.59% 580 +2,379 7.58% Q4 2025 Jan 21, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 33,728 2,941 0.01% 0.0% 581 +27,440 436.39% Q4 2025 Feb 13, 2026
Slagle Financial, LLC History Added to 33,506 2,921 1.02% 1.15% 582 +359 1.08% Q4 2025 Jan 26, 2026
COURIER CAPITAL LLC History Added to 33,378 2,910 0.16% 0.17% 583 +2,741 8.95% Q4 2025 Jan 29, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 33,217 2,896 0.1% 0.13% 584 -3,780 -10.22% Q4 2025 Jan 14, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 33,026 2,879 0.45% 0.51% 585 +711 2.2% Q4 2025 Feb 11, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 32,938 2,872 0.18% 0.21% 586 -57 -0.17% Q4 2025 Jan 21, 2026
IEQ CAPITAL, LLC History Added to 32,845 2,864 0.01% 0.01% 587 +192 0.59% Q4 2025 Feb 13, 2026
Adalta Capital Management LLC History No change 32,838 2,863 1.28% 1.41% 588 0 0.0% Q4 2025 Feb 17, 2026
FIRST NATIONAL TRUST CO History Reduced 32,824 2,862 0.1% 0.11% 589 -190 -0.58% Q4 2025 Feb 09, 2026
Ethic Inc. History Added to 32,629 2,845 0.04% 0.05% 590 +123 0.38% Q4 2025 Feb 03, 2026
EverSource Wealth Advisors, LLC History Reduced 32,404 2,825 0.1% 0.13% 591 -2,423 -6.96% Q4 2025 Feb 06, 2026
LITTLE HOUSE CAPITAL LLC History Added to 32,340 2,820 0.71% 0.66% 592 +2,091 6.91% Q4 2025 Feb 06, 2026
apricus wealth, LLC History Added to 32,342 2,820 1.44% 1.57% 593 +1,632 5.31% Q4 2025 Jan 15, 2026
ABN AMRO Bank N.V. History Added to 32,215 2,806 0.03% 0.02% 594 +11,250 53.66% Q4 2025 Feb 04, 2026
INTACT INVESTMENT MANAGEMENT INC. History Added to 32,100 2,799 0.08% 0.09% 595 +900 2.88% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History Reduced 32,021 2,792 0.05% 0.07% 596 -736 -2.25% Q4 2025 Feb 09, 2026
Leelyn Smith, LLC History Added to 31,670 2,761 0.4% 0.45% 597 +3 0.01% Q4 2025 Jan 28, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 31,585 2,754 0.02% 0.03% 598 -1,530 -4.62% Q4 2025 Feb 13, 2026
Shoker Investment Counsel, Inc. History Added to 31,519 2,748 0.81% 0.86% 599 +853 2.78% Q4 2025 Feb 04, 2026
BOKF, NA History Reduced 31,475 2,744 0.04% 0.05% 600 -3,024 -8.77% Q4 2025 Feb 03, 2026
GREAT LAKES ADVISORS, LLC History Reduced 31,427 2,740 0.02% 0.03% 601 -2,178 -6.48% Q4 2025 Feb 12, 2026
Marshall Financial Group, LLC History Reduced 31,160 2,717 0.53% 0.61% 602 -2,045 -6.16% Q4 2025 Jan 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 31,015 2,704 0.05% 0.06% 603 +516 1.69% Q4 2025 Feb 12, 2026
SouthState Bank Corp History Reduced 30,976 2,701 0.12% 0.14% 604 -855 -2.69% Q4 2025 Feb 11, 2026
Biltmore Family Office, LLC History Added to 30,797 2,685 0.37% 0.41% 605 +54 0.18% Q4 2025 Feb 04, 2026
Plan Group Financial, LLC History Added to 30,643 2,672 0.69% 0.73% 606 +2,010 7.02% Q4 2025 Feb 03, 2026
T. Rowe Price Investment Management, Inc. History Added to 30,300 2,643 0.0% 0.0% 607 +10,748 54.97% Q4 2025 Feb 19, 2026
EQUITABLE TRUST CO History Reduced 30,261 2,638 0.12% 0.15% 608 -4,348 -12.56% Q4 2025 Feb 02, 2026
Hilltop Holdings Inc. History Added to 30,132 2,627 0.16% 0.12% 609 +5,656 23.11% Q4 2025 Feb 17, 2026
World Investment Advisors History Added to 30,100 2,624 0.04% 0.04% 610 +10,519 53.72% Q4 2025 Mar 12, 2026
Clarkston Capital Partners, LLC History No change 30,000 2,616 0.06% 0.06% 611 0 0.0% Q4 2025 Feb 13, 2026
Systematic Alpha Investments, LLC History No change 30,000 2,616 0.08% 0.09% 612 0 0.0% Q4 2025 Feb 12, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 29,941 2,610 0.1% 0.13% 613 -23,184 -43.64% Q4 2025 Feb 04, 2026
Geneos Wealth Management Inc. History Added to 29,890 2,606 0.06% 0.07% 614 +78 0.26% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Added to 29,744 2,593 0.17% 0.19% 615 +501 1.71% Q4 2025 Feb 03, 2026
OmniStar Financial Group, Inc. History Added to 29,680 2,588 1.52% 1.64% 616 +1,109 3.88% Q4 2025 Feb 17, 2026
Citizens National Bank Trust Department History No change 29,671 2,587 0.45% 0.5% 617 0 0.0% Q4 2025 Jan 30, 2026
MUFG SECURITIES AMERICAS INC. History No change 29,664 2,586 0.16% 0.18% 618 0 0.0% Q4 2025 Feb 13, 2026
Brooklyn Investment Group History Added to 29,513 2,583 0.12% 0.23% 619 +10,791 57.64% Q4 2025 Feb 12, 2026
Mutual Advisors, LLC History Reduced 29,547 2,576 0.06% 0.06% 620 -613 -2.03% Q4 2025 Feb 02, 2026
Bison Wealth, LLC History New 27,549 2,572 0.29% — 621 +27,549 New Q4 2025 Mar 24, 2026
Caldwell Trust Co History Added to 29,422 2,565 0.23% 0.24% 622 +2,736 10.25% Q4 2025 Jan 30, 2026
Pullen Investment Management, LLC History Reduced 29,298 2,554 1.35% 1.51% 623 -89 -0.3% Q4 2025 Jan 20, 2026
Hilltop National Bank History Added to 29,272 2,552 0.62% 0.68% 624 +285 0.98% Q4 2025 Jan 07, 2026
Andra AP-fonden History Added to 29,240 2,549 0.03% 0.02% 625 +16,461 128.81% Q4 2025 Feb 12, 2026
Aurora Investment Counsel History Added to 29,219 2,547 1.34% 1.38% 626 +1,352 4.85% Q4 2025 Feb 13, 2026
Frank, Rimerman Advisors LLC History Added to 29,168 2,543 0.16% 0.13% 627 +8,421 40.59% Q4 2025 Jan 15, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 29,154 2,542 1.9% 2.02% 628 0 0.0% Q4 2025 Feb 03, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 28,998 2,528 0.16% 0.18% 629 0 0.0% Q4 2025 Feb 10, 2026
BIP Wealth, LLC History Added to 28,949 2,524 0.09% 0.09% 630 +9,612 49.71% Q4 2025 Jan 21, 2026
WCG Wealth Advisors LLC History Added to 28,907 2,520 0.07% 0.07% 631 +16,392 130.98% Q4 2025 Feb 10, 2026
Jacobi Capital Management LLC History Added to 28,880 2,518 0.15% 0.17% 632 +139 0.48% Q4 2025 Feb 13, 2026
CHEMUNG CANAL TRUST CO History Added to 28,852 2,515 0.5% 0.54% 633 +410 1.44% Q4 2025 Jan 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 28,615 2,495 0.03% 0.04% 634 +767 2.75% Q4 2025 Jan 30, 2026
HOLDERNESS INVESTMENTS CO History Added to 28,499 2,485 0.51% 0.55% 635 +26 0.09% Q4 2025 Feb 10, 2026
OAK HARBOR WEALTH PARTNERS, LLC History Added to 28,363 2,473 0.59% 0.64% 636 +963 3.51% Q4 2025 Feb 02, 2026
Old North State Trust, LLC History New 28,348 2,472 1.46% — 637 +28,348 New Q4 2025 Mar 24, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 28,332 2,471 0.69% 0.77% 638 -461 -1.6% Q4 2025 Feb 02, 2026
Siemens Fonds Invest GmbH History Added to 28,167 2,466 0.13% 0.12% 639 +5,378 23.6% Q4 2025 Feb 17, 2026
Ranch Capital Advisors Inc. History Added to 28,259 2,464 0.91% 0.98% 640 +1,668 6.27% Q4 2025 Feb 05, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 28,237 2,462 0.02% — 641 +28,237 New Q4 2025 Feb 02, 2026
MCRAE CAPITAL MANAGEMENT INC History Reduced 28,061 2,447 0.5% 0.57% 642 -2,495 -8.17% Q4 2025 Feb 11, 2026
Vectors Research Management, LLC History Added to 27,918 2,434 0.74% 0.82% 643 +586 2.14% Q4 2025 Feb 03, 2026
Perigon Wealth Management, LLC History Reduced 27,906 2,433 0.04% 0.06% 644 -4,642 -14.26% Q4 2025 Jan 16, 2026
CI INVESTMENTS INC. History Added to 27,894 2,432 0.01% 0.01% 645 +5,833 26.44% Q4 2025 Feb 12, 2026
RAHLFS CAPITAL, LLC History Reduced 27,895 2,432 1.89% 2.13% 646 -475 -1.67% Q4 2025 Feb 05, 2026
LBMC INVESTMENT ADVISORS, LLC History Reduced 27,818 2,425 0.15% 0.17% 647 -578 -2.04% Q4 2025 Feb 12, 2026
Tyche Wealth Partners LLC History Reduced 27,763 2,420 0.38% 0.47% 648 -240 -0.86% Q4 2025 Jan 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 27,678 2,413 0.0% — 649 +27,678 New Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History New 27,568 2,403 0.05% — 650 +27,568 New Q4 2025 Feb 17, 2026
DANSKE BANK A/S History Reduced 27,463 2,394 0.01% 0.01% 651 -300 -1.08% Q4 2025 Feb 02, 2026
Sargent Investment Group, LLC History Reduced 27,380 2,387 0.3% 0.37% 652 -60 -0.22% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Added to 27,312 2,381 0.16% 0.17% 653 +916 3.47% Q4 2025 Jan 22, 2026
Delta Global Management LP History New 27,147 2,367 0.17% — 654 +27,147 New Q4 2025 Feb 18, 2026
Global Retirement Partners, LLC History Added to 27,106 2,363 0.04% 0.05% 655 +4,352 19.13% Q4 2025 Feb 06, 2026
Stamos Capital Partners, L.P. History Added to 26,839 2,340 0.38% 0.31% 656 +9,380 53.73% Q4 2025 Feb 12, 2026
Canada Post Corp Registered Pension Plan History Added to 26,772 2,334 0.09% 0.09% 657 +5,840 27.9% Q4 2025 Feb 05, 2026
IHT Wealth Management, LLC History Added to 26,678 2,326 0.06% 0.06% 658 +1,232 4.84% Q4 2025 Feb 17, 2026
Capital Square, LLC History Added to 26,580 2,317 1.18% 1.27% 659 +367 1.4% Q4 2025 Feb 13, 2026
Naviter Wealth, LLC History Reduced 26,569 2,316 0.3% 0.35% 660 -5,101 -16.11% Q4 2025 Jan 21, 2026
Verdence Capital Advisors LLC History Reduced 26,334 2,296 0.14% 0.17% 661 -5,276 -16.69% Q4 2025 Jan 29, 2026
Argyle Capital Management, LLC History No change 26,271 2,290 0.76% 0.86% 662 0 0.0% Q4 2025 Jan 29, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History Reduced 25,989 2,266 0.31% 0.33% 663 -55 -0.21% Q4 2025 Jan 20, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 25,980 2,265 0.3% 0.33% 664 0 0.0% Q4 2025 Feb 05, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 25,884 2,257 0.08% 0.08% 665 +1,884 7.85% Q4 2025 Jan 23, 2026
Advanced Asset Management Advisors Inc History No change 25,805 2,250 0.61% 0.65% 666 0 0.0% Q4 2025 Feb 02, 2026
Linden Thomas Advisory Services, LLC History Added to 25,794 2,249 0.23% 0.24% 667 +692 2.76% Q4 2025 Jan 16, 2026
Nepsis Inc. History Reduced 25,772 2,247 0.69% 0.8% 668 -767 -2.89% Q4 2025 Jan 14, 2026
Stolper Co History Added to 25,749 2,245 0.66% 0.72% 669 +808 3.24% Q4 2025 Jan 12, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 25,740 2,244 0.34% 0.39% 670 -903 -3.39% Q4 2025 Jan 21, 2026
Meeder Advisory Services, Inc. History Reduced 25,725 2,243 0.1% 0.12% 671 -2,619 -9.24% Q4 2025 Feb 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 25,432 2,217 0.27% 0.27% 673 +1,523 6.37% Q4 2025 Feb 13, 2026
Atlantic Union Bankshares Corp History Added to 25,425 2,217 0.04% 0.04% 672 +1,100 4.52% Q4 2025 Feb 04, 2026
Aequim Alternative Investments LP History New 25,382 2,213 0.04% — 674 +25,382 New Q4 2025 Feb 17, 2026
Red Door Wealth Management, LLC History Added to 25,358 2,211 0.23% 0.24% 675 +1,242 5.15% Q4 2025 Jan 20, 2026
Wealth Intelligence, LLC History New 25,144 2,192 1.09% — 676 +25,144 New Q4 2025 Feb 18, 2026
American Assets Investment Management, LLC History No change 25,000 2,180 0.15% 0.17% 677 0 0.0% Q4 2025 Feb 03, 2026
Inman Jager Wealth Management, LLC History Added to 24,967 2,177 1.33% 1.4% 679 +1,778 7.67% Q4 2025 Jan 26, 2026
Ascent Wealth Partners, LLC History Added to 24,972 2,177 0.25% 0.27% 678 +24 0.1% Q4 2025 Feb 02, 2026
Wealthspire Advisors, LLC History Added to 24,930 2,173 0.02% 0.01% 680 +2,696 12.13% Q4 2025 Feb 13, 2026
ONTARIO TEACHERS PENSION PLAN BOARD History Added to 24,893 2,170 0.05% 0.04% 681 +4,956 24.86% Q4 2025 Feb 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 24,885 2,169 0.11% 0.1% 682 +12,693 104.11% Q4 2025 Feb 09, 2026
PFG Investments, LLC History Reduced 24,799 2,162 0.1% 0.12% 683 -534 -2.11% Q4 2025 Jan 26, 2026
PRINCIPAL SECURITIES, INC. History Added to 24,786 2,161 0.03% 0.04% 684 +1,917 8.38% Q4 2025 Feb 12, 2026
WEDBUSH SECURITIES INC History Added to 24,775 2,160 0.06% 0.07% 685 +1,006 4.23% Q4 2025 Feb 12, 2026
M Holdings Securities, Inc. History Added to 24,668 2,151 0.15% 0.25% 686 +11,966 94.21% Q4 2025 Feb 11, 2026
REAVES W H & CO INC History Reduced 24,648 2,149 0.04% 0.05% 687 -5,400 -17.97% Q4 2025 Feb 10, 2026
BROOKS, MOORE & ASSOCIATES, INC. History Added to 24,623 2,147 1.06% 0.93% 688 +5,292 27.38% Q4 2025 Feb 17, 2026
CreativeOne Wealth, LLC History Added to 24,620 2,146 0.05% 0.05% 689 +1,055 4.48% Q4 2025 Feb 13, 2026
Ethos Financial Group, LLC History Reduced 36,328 2,142 0.16% 0.19% 690 -731 -1.97% Q4 2025 Jan 20, 2026
Americana Partners, LLC History Added to 24,551 2,140 0.06% 0.07% 691 +427 1.77% Q4 2025 Feb 06, 2026
Allen Capital Group, LLC History Reduced 24,523 2,138 0.2% 0.26% 692 -4,801 -16.37% Q4 2025 Feb 09, 2026
GAMMA Investing LLC History Reduced 24,469 2,133 0.11% 0.15% 693 -3,477 -12.44% Q4 2025 Jan 05, 2026
BROWN BROTHERS HARRIMAN & CO History Reduced 24,437 2,130 0.01% 0.01% 694 -774 -3.07% Q4 2025 Feb 12, 2026
D L CARLSON INVESTMENT GROUP INC History Added to 24,301 2,119 0.36% 0.38% 695 +451 1.89% Q4 2025 Feb 17, 2026
Harbour Trust & Investment Management Co History Reduced 24,089 2,100 0.21% 0.24% 696 -120 -0.5% Q4 2025 Jan 28, 2026
Cape Investment Advisory, Inc. History Added to 24,049 2,097 0.64% 0.22% 697 +21,684 916.87% Q4 2025 Feb 17, 2026
Union Bancaire Privee, UBP SA History New 27,280 2,086 0.02% — 698 +27,280 New Q4 2025 Jan 05, 2026
FIRST UNITED BANK & TRUST History Added to 23,824 2,077 0.66% 0.71% 699 +790 3.43% Q4 2025 Jan 21, 2026
GREENLEAF TRUST History Reduced 23,795 2,074 0.02% 0.02% 700 -339 -1.4% Q4 2025 Jan 21, 2026
PRIVATE TRUST CO NA History Reduced 23,743 2,070 0.18% 0.21% 701 -1,824 -7.13% Q4 2025 Jan 26, 2026
Ashton Thomas Private Wealth, LLC History Added to 23,741 2,070 0.05% 0.06% 702 +192 0.82% Q4 2025 Jan 29, 2026
Retirement Planning Group, LLC History Added to 23,612 2,058 0.07% 0.08% 703 +34 0.14% Q4 2025 Feb 03, 2026
AlphaCore Capital LLC History Added to 23,581 2,056 0.05% 0.03% 704 +12,842 119.58% Q4 2025 Feb 05, 2026
Patrick Mauro Investment Advisor, INC. History Reduced 23,582 2,056 1.07% 1.81% 705 -12,727 -35.05% Q4 2025 Feb 10, 2026
Compound Planning, Inc. History Added to 23,553 2,053 0.06% 0.07% 706 +2,333 10.99% Q4 2025 Feb 19, 2026
Integrated Wealth Concepts LLC History Reduced 23,534 2,052 0.02% 0.07% 707 -53,319 -69.38% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 23,453 2,045 0.06% 0.07% 708 -1,817 -7.19% Q4 2025 Feb 02, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 23,296 2,031 0.09% 0.11% 709 -210 -0.89% Q4 2025 Feb 11, 2026
Kovack Advisors, Inc. History Added to 23,213 2,024 0.09% 0.1% 710 +11,479 97.83% Q4 2025 Feb 17, 2026
WESTPAC BANKING CORP History No change 23,155 2,019 0.13% 0.14% 711 0 0.0% Q4 2025 Feb 10, 2026
TRUST CO OF VERMONT History Reduced 23,128 2,016 0.08% 0.1% 712 -94 -0.4% Q4 2025 Jan 16, 2026
Mechanics Bank Trust Department History Reduced 23,102 2,014 0.26% 0.31% 713 -315 -1.35% Q4 2025 Jan 14, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 22,997 2,013 0.14% 0.15% 714 +1,168 5.35% Q4 2025 Jan 15, 2026
Southeast Asset Advisors, LLC History Added to 23,072 2,011 0.19% 0.24% 715 +14 0.06% Q4 2025 Feb 13, 2026
Alaethes Wealth, LLC History Reduced 22,891 1,996 0.56% 0.64% 716 -747 -3.16% Q4 2025 Feb 12, 2026
MARIETTA INVESTMENT PARTNERS LLC History Reduced 22,868 1,994 0.4% 0.72% 717 -16,634 -42.11% Q4 2025 Feb 10, 2026
Sagefield Capital LP History Reduced 22,817 1,989 0.17% 1.17% 718 -87,180 -79.26% Q4 2025 Feb 17, 2026
M&G Plc History Added to 22,852 1,988 0.01% 0.01% 719 +3,023 15.25% Q4 2025 Feb 12, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History Added to 22,719 1,981 1.17% 1.27% 720 +853 3.9% Q4 2025 Jan 14, 2026
BESSEMER GROUP INC History Reduced 22,700 1,979 0.0% 0.0% 721 -2,023 -8.18% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 22,656 1,975 0.03% 0.04% 722 -7,667 -25.28% Q4 2025 Feb 17, 2026
Lineweaver Wealth Advisors, LLC History Added to 22,478 1,960 0.27% 0.29% 723 +1,648 7.91% Q4 2025 Jan 14, 2026
Cornerstone Advisory, LLC History Reduced 22,447 1,957 0.19% 0.21% 724 -9 -0.04% Q4 2025 Jan 28, 2026
Capital International Sarl History Added to 22,377 1,951 0.03% 0.03% 725 +5,912 35.91% Q4 2025 Feb 11, 2026
Columbus Macro, LLC History Reduced 22,230 1,938 0.21% 0.24% 726 -137 -0.61% Q4 2025 Jan 15, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 22,142 1,930 0.06% 0.08% 727 -4,803 -17.83% Q4 2025 Feb 13, 2026
Regal Investment Advisors LLC History Added to 22,092 1,926 0.12% 0.13% 728 +887 4.18% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 22,068 1,924 0.07% 0.08% 729 +126 0.57% Q4 2025 Jan 21, 2026
LVZ, Inc. History Added to 22,053 1,923 0.21% 0.23% 730 +861 4.06% Q4 2025 Feb 10, 2026
Meadowbrook Advisors Group, LLC History New 22,024 1,920 1.08% — 731 +22,024 New Q4 2025 Mar 11, 2026
Matrix Trust Co History Added to 21,988 1,917 0.32% 0.28% 732 +2,861 14.96% Q4 2025 Jan 13, 2026
Essex LLC History Reduced 21,932 1,912 0.34% 0.39% 733 -666 -2.95% Q4 2025 Jan 20, 2026
S.E.E.D. Planning Group LLC History Reduced 21,899 1,909 0.54% 0.64% 734 -1,214 -5.25% Q4 2025 Jan 09, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 21,879 1,907 0.02% 0.02% 735 -1,508 -6.45% Q4 2025 Jan 28, 2026
Cohen Klingenstein LLC History No change 21,800 1,900 0.06% 0.06% 736 0 0.0% Q4 2025 Jan 20, 2026
STOCK YARDS BANK & TRUST CO History Added to 21,753 1,896 0.06% 0.06% 737 +500 2.35% Q4 2025 Jan 21, 2026
LMR Partners LLP History Reduced 21,700 1,892 0.0% 0.01% 738 -1,356 -5.88% Q4 2025 Feb 17, 2026
Gladstone Institutional Advisory LLC History Added to 21,659 1,888 0.07% 0.08% 739 +198 0.92% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Reduced 21,625 1,885 0.0% 0.0% 740 -1,083 -4.77% Q4 2025 Jan 23, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 21,520 1,876 0.03% 0.04% 741 -1,244 -5.46% Q4 2025 Jan 23, 2026
MSH Capital Advisors LLC History Added to 21,482 1,873 0.4% 0.54% 742 +146 0.68% Q4 2025 Feb 09, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 21,469 1,872 0.39% 0.43% 743 +638 3.06% Q4 2025 Jan 27, 2026
Venture Visionary Partners LLC History Added to 21,459 1,871 0.06% 0.07% 745 +349 1.65% Q4 2025 Feb 13, 2026
Capital Investment Advisory Services, LLC History Added to 21,457 1,871 0.13% 0.16% 744 +84 0.39% Q4 2025 Jan 21, 2026
HHM Wealth Advisors, LLC History Reduced 21,420 1,867 0.22% 0.24% 746 -29 -0.14% Q4 2025 Jan 22, 2026
Modern Wealth Management, LLC History Added to 21,402 1,866 0.03% 0.04% 747 +261 1.23% Q4 2025 Feb 17, 2026
RDA Financial Network History Added to 21,393 1,865 0.45% 0.49% 748 +460 2.2% Q4 2025 Jan 06, 2026
Nicholson Wealth Management Group, LLC History No change 21,122 1,841 1.08% 1.17% 749 0 0.0% Q4 2025 Jan 26, 2026
NTV ASSET MANAGEMENT LLC History Reduced 21,077 1,837 0.19% 0.22% 750 -93 -0.44% Q4 2025 Jan 20, 2026
NBT BANK N A /NY History Reduced 19,828 1,834 0.12% 0.13% 751 -153 -0.77% Q4 2025 Jan 23, 2026
Aprio Wealth Management, LLC History Added to 20,498 1,824 0.1% 0.15% 752 +4,677 29.56% Q4 2025 Jan 29, 2026
PATTEN & PATTEN INC/TN History Reduced 20,834 1,816 0.11% 0.12% 753 -47 -0.23% Q4 2025 Feb 03, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Added to 20,816 1,815 0.61% 0.2% 754 +14,753 243.33% Q4 2025 Jan 20, 2026
Applied Finance Capital Management, LLC History Added to 20,754 1,809 0.13% 0.08% 755 +9,081 77.79% Q4 2025 Feb 05, 2026
Armor Investment Advisors, LLC History Reduced 20,742 1,808 0.66% 0.65% 756 -776 -3.61% Q4 2025 Feb 05, 2026
Voleon Capital Management LP History Reduced 20,672 1,802 0.04% 0.14% 757 -41,778 -66.9% Q4 2025 Feb 17, 2026
Fideuram Asset Management (Ireland) dac History New 20,132 1,800 0.14% — 758 +20,132 New Q4 2025 Feb 10, 2026
NorthRock Partners, LLC History Reduced 20,457 1,783 0.03% 0.04% 759 -4,966 -19.53% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History Reduced 20,300 1,770 0.01% 0.02% 760 -4,300 -17.48% Q4 2025 Feb 19, 2026
First City Capital Management, Inc. History Reduced 20,289 1,769 0.93% 1.04% 761 -8 -0.04% Q4 2025 Jan 14, 2026
Weaver Capital Management LLC History Added to 20,117 1,754 0.37% 0.39% 762 +1,108 5.83% Q4 2025 Jan 22, 2026
Mystic Asset Management, Inc. History Reduced 20,054 1,748 0.4% 0.43% 763 -39 -0.19% Q4 2025 Jan 28, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 20,029 1,746 0.13% 0.16% 765 -1,031 -4.9% Q4 2025 Feb 09, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 20,024 1,746 0.1% 0.11% 764 +5 0.02% Q4 2025 Jan 13, 2026
Canal Insurance CO History No change 20,000 1,744 0.42% 0.4% 766 0 0.0% Q4 2025 Feb 03, 2026
Snowden Capital Advisors LLC History Added to 19,817 1,728 0.04% 0.05% 767 +320 1.64% Q4 2025 Feb 17, 2026
Accurate Wealth Management, LLC History Added to 19,824 1,724 0.22% 0.25% 768 +647 3.37% Q4 2025 Jan 14, 2026
SageView Advisory Group, LLC History Reduced 19,758 1,722 0.06% 0.07% 769 -746 -3.64% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Added to 23,078 1,717 0.13% 0.14% 770 +89 0.39% Q4 2025 Jan 29, 2026
IMC-Chicago, LLC History New 19,687 1,716 0.0% — 771 +19,687 New Q4 2025 Jan 29, 2026
Composition Wealth, LLC History Reduced 19,629 1,711 0.02% 0.03% 772 -225 -1.13% Q4 2025 Feb 02, 2026
FULTON BANK, N.A. History Reduced 19,596 1,708 0.06% 0.07% 773 -2,214 -10.15% Q4 2025 Jan 08, 2026
Mayfair Advisory Group, LLC History Added to 19,522 1,701 0.66% 0.79% 774 +68 0.35% Q4 2025 Jan 21, 2026
Arax Advisory Partners History Reduced 19,437 1,694 0.05% 0.03% 775 -5,639 -22.49% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Reduced 19,417 1,693 0.04% 0.04% 776 -863 -4.26% Q4 2025 Feb 04, 2026
LMG Wealth Partners, LLC History Reduced 19,184 1,672 0.31% 0.34% 777 -133 -0.69% Q4 2025 Feb 02, 2026
Candriam S.C.A. History New 19,157 1,670 0.01% — 778 +19,157 New Q4 2025 Feb 13, 2026
Advisor OS, LLC History Added to 19,151 1,669 0.13% 0.15% 779 +1,002 5.52% Q4 2025 Feb 04, 2026
ICW Investment Advisors LLC History Reduced 19,093 1,664 0.61% 0.65% 780 -89 -0.46% Q4 2025 Feb 09, 2026
Focus Financial Network, Inc. History Added to 19,077 1,663 0.06% 0.06% 781 +1,972 11.53% Q4 2025 Jan 12, 2026
Arete Wealth Advisors, LLC History Reduced 19,061 1,662 0.1% 0.18% 782 -10,570 -35.67% Q4 2025 Feb 13, 2026
Constitution Capital LLC History Reduced 19,055 1,661 0.79% 0.91% 783 -1,500 -7.3% Q4 2025 Jan 09, 2026
Orange Investment Advisors, Inc. History Reduced 19,000 1,656 0.18% 0.2% 784 -1,190 -5.89% Q4 2025 Feb 06, 2026
Cohen Capital Management, Inc. History No change 19,000 1,656 0.25% 0.28% 785 0 0.0% Q4 2025 Jan 20, 2026
NovaPoint Capital, LLC History Added to 18,830 1,641 0.42% 0.37% 786 +2,733 16.98% Q4 2025 Jan 21, 2026
ADAPT WEALTH ADVISORS, LLC History Reduced 18,829 1,641 0.56% 0.69% 787 -856 -4.35% Q4 2025 Feb 10, 2026
Compass Wealth Management, LLC/GA History Added to 18,726 1,632 0.67% 0.78% 788 +43 0.23% Q4 2025 Feb 17, 2026
AVIVA PLC History No change 18,714 1,631 0.0% 0.0% 789 0 0.0% Q4 2025 Feb 12, 2026
CPC Advisors, LLC History Added to 18,606 1,622 0.16% 0.18% 790 +99 0.53% Q4 2025 Jan 28, 2026
BAHL & GAYNOR INC History Reduced 18,576 1,619 0.01% 0.01% 791 -592 -3.09% Q4 2025 Feb 12, 2026
Apella Capital, LLC History Added to 18,477 1,611 0.03% 0.02% 793 +7,356 66.15% Q4 2025 Jan 21, 2026
Wellington Shields & Co., LLC History Added to 18,484 1,611 0.4% 0.43% 792 +1,196 6.92% Q4 2025 Feb 09, 2026
Bangor Savings Bank History Reduced 18,464 1,610 0.13% 0.16% 794 -1,536 -7.68% Q4 2025 Jan 16, 2026
SWAN Capital LLC History Reduced 18,377 1,602 0.62% 0.71% 795 -10 -0.05% Q4 2025 Feb 12, 2026
Ignite Planners, LLC History Added to 17,924 1,600 0.24% 0.27% 796 +363 2.07% Q4 2025 Feb 06, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 18,202 1,587 0.03% 0.04% 797 -1,409 -7.18% Q4 2025 Feb 05, 2026
TEMA ETFS LLC History Reduced 18,181 1,585 0.12% 0.14% 798 -52 -0.29% Q4 2025 Jan 16, 2026
Wedmont Private Capital History Reduced 18,290 1,577 0.05% 0.07% 799 -1,662 -8.33% Q4 2025 Jan 08, 2026
Monte Financial Group, LLC History No change 18,065 1,575 0.59% 0.63% 800 0 0.0% Q4 2025 Jan 22, 2026
Old Port Advisors History Reduced 18,059 1,574 0.39% 0.45% 801 -1,019 -5.34% Q4 2025 Jan 08, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 17,996 1,569 0.73% 0.77% 802 -106 -0.59% Q4 2025 Jan 26, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 17,998 1,569 0.22% 0.25% 803 0 0.0% Q4 2025 Jan 14, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 17,944 1,564 0.94% 1.08% 804 0 0.0% Q4 2025 Feb 03, 2026
SMITH, MOORE & CO. History Reduced 17,896 1,560 0.12% 0.15% 805 -2,499 -12.25% Q4 2025 Jan 23, 2026
Diversified Trust Co History Added to 17,876 1,558 0.03% 0.03% 806 +438 2.51% Q4 2025 Jan 09, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 17,848 1,556 0.03% 0.03% 807 +962 5.7% Q4 2025 Feb 19, 2026
SBI Securities Co., Ltd. History Added to 17,812 1,553 0.04% 0.04% 808 +160 0.91% Q4 2025 Feb 03, 2026
WJ Financial Advisors LLC History Added to 17,718 1,545 1.38% 1.59% 809 +410 2.37% Q4 2025 Feb 02, 2026
NewEdge Wealth, LLC History Added to 17,634 1,537 0.02% 0.01% 810 +8,088 84.73% Q4 2025 Feb 03, 2026
Gleason Group, Inc. History Added to 17,589 1,533 0.15% 0.16% 811 +328 1.9% Q4 2025 Jan 15, 2026
AGP FRANKLIN, LLC History Added to 17,569 1,532 0.72% 0.8% 812 +249 1.44% Q4 2025 Jan 28, 2026
Huber Capital Management LLC History No change 17,500 1,526 0.22% 0.26% 813 0 0.0% Q4 2025 Feb 13, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 17,342 1,512 0.48% 0.52% 814 -5 -0.03% Q4 2025 Jan 27, 2026
ROMANO BROTHERS AND COMPANY History Added to 17,327 1,510 0.17% 0.19% 815 +54 0.31% Q4 2025 Jan 14, 2026
TCW GROUP INC History New 17,310 1,509 0.01% — 816 +17,310 New Q4 2025 Feb 17, 2026
Altshuler Shaham Ltd History Added to 17,267 1,505 0.02% 0.02% 817 +1,349 8.47% Q4 2025 Feb 17, 2026
Rollins Financial Advisors, LLC History Reduced 17,243 1,503 0.22% 0.28% 818 -2,070 -10.72% Q4 2025 Feb 04, 2026
LVW Advisors, LLC History Reduced 17,091 1,490 0.15% 0.2% 819 -3,781 -18.12% Q4 2025 Jan 14, 2026
Baldwin Investment Management, LLC History Added to 17,037 1,485 0.17% 0.15% 820 +3,159 22.76% Q4 2025 Feb 13, 2026
Smith Thornton Advisors LLC History Added to 17,010 1,483 0.75% 0.85% 821 +4 0.02% Q4 2025 Jan 14, 2026
DEARBORN PARTNERS LLC History Reduced 16,962 1,479 0.07% 0.08% 822 -805 -4.53% Q4 2025 Feb 11, 2026
Tempo Wealth, LLC History New 16,949 1,477 0.26% — 823 +16,949 New Q4 2025 Feb 25, 2026
Richard Bernstein Advisors LLC History Reduced 16,902 1,473 0.04% 0.05% 824 -1,855 -9.89% Q4 2025 Feb 03, 2026
Vontobel Holding Ltd. History Reduced 16,747 1,460 0.0% 0.01% 825 -861 -4.89% Q4 2025 Feb 13, 2026
Pacific Wealth Strategies Group, Inc. History Reduced 16,749 1,460 0.83% 0.99% 826 -348 -2.04% Q4 2025 Feb 09, 2026
EARNEST PARTNERS LLC History Reduced 16,503 1,439 0.01% 0.01% 827 -1,770 -9.69% Q4 2025 Feb 12, 2026
AssuredPartners Investment Advisors, LLC History Added to 16,450 1,434 0.21% 0.33% 828 +639 4.04% Q4 2025 Feb 03, 2026
SUMITOMO LIFE INSURANCE CO History Added to 16,442 1,433 0.04% 0.05% 829 +107 0.66% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Reduced 16,410 1,430 0.03% 0.04% 830 -591 -3.48% Q4 2025 Jan 28, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 16,400 1,430 0.1% 0.12% 831 0 0.0% Q4 2025 Jan 14, 2026
ELEVATE WEALTH ADVISORY, INC History New 16,330 1,423 0.97% — 833 +16,330 New Q4 2025 Jan 27, 2026
Lebenthal Global Advisors, LLC History Added to 16,321 1,423 0.22% 0.25% 832 +992 6.47% Q4 2025 Jan 28, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 16,305 1,421 0.41% 0.46% 834 -64 -0.39% Q4 2025 Jan 20, 2026
Brevan Howard Capital Management LP History Reduced 16,194 1,412 0.02% 0.04% 835 -71,788 -81.59% Q4 2025 Feb 17, 2026
XML Financial, LLC History Reduced 16,050 1,399 0.11% 0.13% 836 -1,083 -6.32% Q4 2025 Feb 11, 2026
Stokes Family Office, LLC History Added to 15,994 1,394 0.13% 0.14% 837 +115 0.72% Q4 2025 Feb 18, 2026
CWS Financial Advisors, LLC History Added to 15,907 1,387 0.38% 0.38% 838 +1,634 11.45% Q4 2025 Feb 06, 2026
High Net Worth Advisory Group LLC History No change 15,874 1,384 0.32% 0.36% 839 0 0.0% Q4 2025 Jan 23, 2026
Regent Peak Wealth Advisors LLC History Reduced 15,759 1,374 0.27% 0.39% 841 -4,745 -23.14% Q4 2025 Jan 08, 2026
Asset Advisors Investment Management, LLC History Reduced 15,763 1,374 0.13% 0.15% 840 -1,191 -7.02% Q4 2025 Jan 23, 2026
DMC Group, LLC History Added to 15,764 1,374 0.92% 1.0% 842 +531 3.49% Q4 2025 Jan 21, 2026
Larson Financial Group LLC History Reduced 15,748 1,373 0.05% 0.05% 843 -713 -4.33% Q4 2025 Feb 06, 2026
CapWealth Advisors, LLC History Reduced 15,735 1,372 0.09% 0.11% 844 -998 -5.96% Q4 2025 Feb 06, 2026
Everstar Asset Management, LLC History Added to 16,349 1,370 0.73% 0.79% 845 +1,621 11.01% Q4 2025 Feb 05, 2026
Investor's Fiduciary Advisor Network, LLC History Added to 15,710 1,369 0.29% 0.5% 846 +281 1.82% Q4 2025 Feb 12, 2026
Stiles Financial Services Inc History Added to 15,667 1,366 0.42% 0.45% 847 +442 2.9% Q4 2025 Feb 03, 2026
BUSH INVESTMENT GROUP, LLC History Added to 15,661 1,365 0.76% 0.88% 848 +40 0.26% Q4 2025 Mar 05, 2026
EPG Wealth Management LLC History Reduced 15,652 1,364 0.37% 0.42% 849 -621 -3.82% Q4 2025 Jan 28, 2026
Western Wealth Management, LLC History Added to 15,513 1,352 0.06% 0.07% 850 +1,788 13.03% Q4 2025 Feb 05, 2026
Ipswich Investment Management Co., Inc. History Reduced 15,492 1,350 0.31% 0.36% 851 -945 -5.75% Q4 2025 Jan 16, 2026
Excelsior Advisor Network LLC History New 15,350 1,338 0.65% — 852 +15,350 New Q4 2025 Feb 13, 2026
INVESCO, LLC History Added to 15,342 1,337 0.45% 0.48% 853 +308 2.05% Q4 2025 Jan 20, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 15,309 1,334 0.01% 0.01% 854 -400 -2.55% Q4 2025 Feb 17, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 15,230 1,328 0.31% — 855 +15,230 New Q4 2025 Feb 13, 2026
MATHER GROUP, LLC. History Reduced 15,221 1,327 0.01% 0.03% 856 -11,571 -43.19% Q4 2025 Jan 13, 2026
Powers Advisory Group, LLC History Added to 15,193 1,324 0.5% 0.57% 857 +144 0.96% Q4 2025 Jan 22, 2026
Confluence Wealth Services, Inc. History Reduced 15,137 1,319 0.05% 0.07% 858 -473 -3.03% Q4 2025 Jan 28, 2026
Gateway Wealth Partners, LLC History Added to 15,093 1,316 0.15% 0.16% 859 +2,275 17.75% Q4 2025 Feb 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 14,920 1,300 0.09% 0.11% 860 +427 2.95% Q4 2025 Feb 03, 2026
Cannon Financial Strategists, Inc. History Added to 14,889 1,298 0.18% 0.18% 861 +1,728 13.13% Q4 2025 Feb 04, 2026
B. Riley Wealth Advisors, Inc. History Added to 14,864 1,296 0.06% 0.07% 862 +7 0.05% Q4 2025 Feb 17, 2026
Venturi Wealth Management, LLC History Reduced 14,762 1,287 0.06% 0.07% 863 -468 -3.07% Q4 2025 Jan 22, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 14,741 1,285 0.04% 0.05% 864 -107 -0.72% Q4 2025 Feb 11, 2026
Ascent Group, LLC History Added to 14,699 1,281 0.04% 0.04% 865 +1,822 14.15% Q4 2025 Jan 20, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 14,670 1,279 0.02% 0.02% 866 -380 -2.52% Q4 2025 Feb 09, 2026
BANK OF HAWAII History Reduced 14,618 1,274 0.06% 0.09% 867 -3,980 -21.4% Q4 2025 Mar 03, 2026
GoalVest Advisory LLC History Reduced 14,617 1,274 0.24% 0.33% 869 -1,848 -11.22% Q4 2025 Jan 05, 2026
FCA CORP /TX History Reduced 14,621 1,274 0.36% 0.4% 868 -772 -5.02% Q4 2025 Feb 11, 2026
Diversify Advisory Services, LLC History Added to 14,332 1,274 0.04% 0.04% 870 +690 5.06% Q4 2025 Jan 23, 2026
Busey Bank History Added to 14,579 1,271 0.03% 0.04% 871 +833 6.06% Q4 2025 Jan 27, 2026
Register Financial Advisors LLC History Reduced 14,579 1,271 0.49% 0.55% 872 -247 -1.67% Q4 2025 Jan 21, 2026
SPRENG CAPITAL MANAGEMENT, INC. History Reduced 14,559 1,269 0.5% 0.55% 873 -58 -0.4% Q4 2025 Jan 30, 2026
BURNS J W & CO INC/NY History Reduced 14,456 1,260 0.14% 0.17% 874 -1,576 -9.83% Q4 2025 Jan 12, 2026
Farmers National Bank History New 14,421 1,257 0.28% — 875 +14,421 New Q4 2025 Mar 12, 2026
Valmark Advisers, Inc. History Reduced 14,361 1,252 0.02% 0.02% 876 -609 -4.07% Q4 2025 Jan 26, 2026
AXQ CAPITAL, LP History Added to 14,354 1,251 0.28% 0.51% 877 +380 2.72% Q4 2025 Feb 10, 2026
PHILADELPHIA TRUST CO History No change 14,320 1,249 0.09% 0.1% 878 0 0.0% Q4 2025 Feb 12, 2026
BCS Wealth Management History Added to 14,238 1,241 0.13% 0.09% 879 +9,808 221.4% Q4 2025 Jan 26, 2026
Cadence Bank History Reduced 14,216 1,239 0.07% 0.08% 880 -178 -1.24% Q4 2025 Jan 30, 2026
TI-TRUST, INC History No change 14,160 1,234 0.76% 0.84% 881 0 0.0% Q4 2025 Jan 23, 2026
Retirement Planning Co of New England, Inc. History Reduced 14,106 1,230 0.49% 0.54% 882 -66 -0.47% Q4 2025 Jan 28, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 14,000 1,220 0.06% — 883 +14,000 New Q4 2025 Feb 13, 2026
Meiji Yasuda Asset Management Co Ltd. History Added to 13,966 1,217 0.06% 0.06% 884 +29 0.21% Q4 2025 Feb 06, 2026
Golden State Equity Partners History Added to 13,901 1,212 0.2% 0.13% 886 +5,632 68.11% Q4 2025 Jan 29, 2026
Sculati Wealth Management, LLC History Reduced 13,905 1,212 0.43% 0.47% 885 -60 -0.43% Q4 2025 Feb 05, 2026
Berkeley Capital Partners, LLC History Reduced 13,847 1,207 0.28% 0.31% 887 -47 -0.34% Q4 2025 Feb 05, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 13,819 1,205 0.28% 0.29% 888 -519 -3.62% Q4 2025 Jan 29, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 13,811 1,204 0.45% 0.49% 889 +628 4.76% Q4 2025 Jan 08, 2026
Centennial Bank/AR/ History Reduced 13,791 1,202 0.48% 0.54% 890 -700 -4.83% Q4 2025 Feb 17, 2026
Detalus Advisors, LLC History Reduced 13,783 1,201 0.29% 0.35% 891 -393 -2.77% Q4 2025 Feb 03, 2026
Glen Eagle Advisors, LLC History Reduced 13,739 1,198 0.16% 0.2% 892 -1,236 -8.25% Q4 2025 Feb 13, 2026
Main Street Financial Solutions, LLC History Reduced 13,700 1,194 0.09% 0.33% 893 -40,287 -74.62% Q4 2025 Feb 17, 2026
Empire Financial Management Company, LLC History No change 13,667 1,191 0.26% 0.3% 894 0 0.0% Q4 2025 Feb 12, 2026
Bank & Trust Co History No change 13,662 1,191 0.84% 0.96% 895 0 0.0% Q4 2025 Jan 13, 2026
ADIRONDACK TRUST CO History Reduced 13,648 1,190 0.39% 0.44% 896 -320 -2.29% Q4 2025 Jan 08, 2026
ForthRight Wealth Management, LLC History Added to 13,638 1,189 0.34% 0.37% 897 +38 0.28% Q4 2025 Jan 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 13,615 1,187 0.19% 0.24% 898 -602 -4.23% Q4 2025 Jan 22, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 13,534 1,180 0.0% 0.0% 899 0 0.0% Q4 2025 Feb 17, 2026
Ausdal Financial Partners, Inc. History Reduced 13,506 1,177 0.05% 0.1% 901 -7,943 -37.03% Q4 2025 Feb 13, 2026
MITCHELL SINKLER & STARR/PA History No change 13,498 1,177 0.53% 0.58% 900 0 0.0% Q4 2025 Feb 11, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 13,490 1,176 0.03% 0.04% 902 -1 -0.01% Q4 2025 Feb 03, 2026
Intesa Sanpaolo S.p.A. History New 13,407 1,174 0.07% — 903 +13,407 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Reduced 13,473 1,174 0.02% 0.03% 904 -1,147 -7.85% Q4 2025 Feb 11, 2026
ALPS ADVISORS INC History Added to 13,443 1,172 0.01% 0.01% 905 +3,957 41.71% Q4 2025 Feb 12, 2026
Advyzon Investment Management, LLC History Added to 13,431 1,171 0.14% 0.21% 906 +217 1.64% Q4 2025 Feb 13, 2026
Prosperity Consulting Group, LLC History Added to 13,298 1,159 0.05% 0.06% 907 +617 4.87% Q4 2025 Feb 17, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Added to 13,254 1,156 0.02% 0.02% 908 +2,488 23.11% Q4 2025 Feb 05, 2026
Blue Fin Capital, Inc. History Reduced 13,173 1,148 0.18% 0.2% 909 -396 -2.92% Q4 2025 Jan 23, 2026
Keystone Financial Group History Added to 13,121 1,144 0.08% 0.09% 910 +764 6.18% Q4 2025 Feb 06, 2026
CHATHAM CAPITAL GROUP, INC. History Reduced 13,119 1,143 0.16% 0.18% 911 -200 -1.5% Q4 2025 Jan 14, 2026
CULLEN/FROST BANKERS, INC. History Added to 13,101 1,142 0.01% 0.01% 912 +5,658 76.02% Q4 2025 Feb 06, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 13,050 1,137 0.31% 0.31% 913 -2,300 -14.98% Q4 2025 Feb 12, 2026
Edge Financial Advisors LLC History Added to 13,044 1,137 0.48% 0.53% 915 +626 5.04% Q4 2025 Jan 28, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 13,049 1,137 0.12% 0.14% 914 -116 -0.88% Q4 2025 Jan 20, 2026
AdvisorNet Financial, Inc History Added to 13,003 1,133 0.06% 0.06% 916 +2,384 22.45% Q4 2025 Jan 20, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 12,980 1,131 0.03% 0.02% 917 +4,579 54.51% Q4 2025 Jan 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 12,968 1,130 0.1% 0.11% 918 -794 -5.77% Q4 2025 Feb 09, 2026
Hills Bank & Trust Co History Added to 12,917 1,126 0.07% 0.06% 919 +1,338 11.56% Q4 2025 Feb 05, 2026
Archford Capital Strategies, LLC History Reduced 12,913 1,126 0.13% 0.16% 920 -1,306 -9.18% Q4 2025 Jan 15, 2026
Financial Security Advisor, Inc. History Reduced 12,895 1,124 0.22% 0.26% 921 -64 -0.49% Q4 2025 Feb 05, 2026
Asset Planning,Inc History Added to 12,865 1,121 0.79% 0.88% 922 +4 0.03% Q4 2025 Feb 03, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 12,851 1,120 0.02% 0.03% 923 -661 -4.89% Q4 2025 Jan 16, 2026
MARINO, STRAM & ASSOCIATES LLC History Added to 12,823 1,118 0.2% 0.21% 924 +403 3.24% Q4 2025 Jan 16, 2026
CFO CAPITAL MANAGEMENT LLC History New 12,812 1,117 0.84% — 926 +12,812 New Q4 2025 Mar 02, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 12,814 1,117 0.03% 0.03% 925 +143 1.13% Q4 2025 Feb 03, 2026
CFS Investment Advisory Services, LLC History Reduced 12,764 1,113 0.08% 0.09% 927 -96 -0.75% Q4 2025 Feb 10, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 12,746 1,111 0.06% 0.05% 928 +5,014 64.85% Q4 2025 Jan 26, 2026
FIDUCIARY TRUST CO History Added to 12,730 1,110 0.01% 0.01% 929 +112 0.89% Q4 2025 Feb 13, 2026
Widmann Financial Services, Inc. History Reduced 12,711 1,108 0.68% 0.76% 930 -87 -0.68% Q4 2025 Feb 18, 2026
HUB Investment Partners, LLC History Added to 12,684 1,106 0.03% 0.03% 931 +2,488 24.4% Q4 2025 Feb 17, 2026
ROWLANDMILLER & PARTNERS.ADV History Reduced 12,678 1,105 0.21% 0.24% 932 -56 -0.44% Q4 2025 Feb 12, 2026
Mosley Wealth Management History New 11,459 1,102 0.5% — 933 +11,459 New Q4 2025 Feb 12, 2026
SRH ADVISORS, LLC History Added to 12,612 1,099 0.32% 0.35% 934 +87 0.69% Q4 2025 Jan 21, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 12,569 1,096 0.02% 0.03% 935 -955 -7.06% Q4 2025 Feb 05, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 12,422 1,083 0.07% 0.09% 936 -1,666 -11.83% Q4 2025 Feb 17, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 12,414 1,082 0.13% 0.15% 937 -202 -1.6% Q4 2025 Feb 06, 2026
Cassaday & Co Wealth Management LLC History Reduced 12,418 1,082 0.02% 0.03% 938 -116 -0.93% Q4 2025 Feb 03, 2026
Spire Wealth Management History Added to 12,401 1,081 0.04% 0.04% 939 +300 2.48% Q4 2025 Jan 14, 2026
Rehmann Capital Advisory Group History Added to 12,391 1,080 0.06% 0.05% 940 +2,203 21.62% Q4 2025 Mar 04, 2026
Sound Income Strategies, LLC History Added to 12,127 1,078 0.05% 0.02% 942 +8,854 270.52% Q4 2025 Jan 21, 2026
TOWER BRIDGE ADVISORS History Added to 12,369 1,078 0.11% 0.11% 941 +325 2.7% Q4 2025 Feb 13, 2026
BlueChip Wealth Advisors LLC History Added to 12,360 1,077 0.45% 0.48% 943 +610 5.19% Q4 2025 Feb 05, 2026
Essex Bank History No change 12,293 1,071 0.23% 0.26% 944 0 0.0% Q4 2025 Feb 02, 2026
NORTH DALLAS BANK & TRUST CO History New 12,250 1,068 0.7% — 946 +12,250 New Q4 2025 Feb 11, 2026
Procyon Advisors, LLC History Added to 12,250 1,068 0.05% 0.05% 945 +4,127 50.81% Q4 2025 Jan 07, 2026
STABLEFORD CAPITAL II LLC History Added to 12,239 1,067 0.39% 0.4% 947 +610 5.25% Q4 2025 Jan 13, 2026
MEKETA INVESTMENT GROUP INC /ADV History No change 12,179 1,062 3.59% 3.79% 948 0 0.0% Q4 2025 Feb 11, 2026
Integrated Advisors Network LLC History Reduced 12,137 1,058 0.05% 0.05% 949 -375 -3.0% Q4 2025 Feb 17, 2026
BURNEY CO/ History Added to 12,035 1,049 0.03% 0.03% 950 +604 5.28% Q4 2025 Jan 23, 2026
Meiji Yasuda Life Insurance Co History Added to 11,951 1,042 0.03% 0.03% 951 +9 0.08% Q4 2025 Feb 11, 2026
Dougherty & Associates, LLC History New 11,932 1,040 0.93% — 953 +11,932 New Q4 2025 Feb 05, 2026
RETIREMENT GUYS FORMULA LLC History Added to 11,930 1,040 0.47% 0.22% 952 +5,391 82.44% Q4 2025 Jan 23, 2026
M3 Wealth Management, LLC History New 11,893 1,037 0.82% — 955 +11,893 New Q4 2025 Feb 09, 2026
Northstar Financial Companies, Inc. History Reduced 11,893 1,037 0.83% 1.35% 954 -3,454 -22.51% Q4 2025 Feb 09, 2026
Allegheny Financial Group History Added to 11,877 1,035 0.15% 0.21% 956 +18 0.15% Q4 2025 Feb 02, 2026
First County Bank /CT/ History Reduced 11,861 1,034 0.54% 0.59% 957 -294 -2.42% Q4 2025 Jan 14, 2026
Trust Point Inc. History Reduced 11,819 1,030 0.08% 0.09% 958 -482 -3.92% Q4 2025 Jan 13, 2026
UNITED BANK History No change 11,801 1,029 0.14% 0.13% 959 0 0.0% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 11,773 1,026 0.03% 0.04% 960 +2,492 26.85% Q4 2025 Jan 20, 2026
Jaffetilchin Investment Partners, LLC History Reduced 11,712 1,021 0.06% 0.07% 961 -426 -3.51% Q4 2025 Jan 15, 2026
Triad Wealth Partners, LLC History Added to 11,566 1,008 0.1% 0.13% 963 +657 6.02% Q4 2025 Jan 22, 2026
Raleigh Capital Management Inc. History Added to 11,570 1,008 0.37% 0.41% 962 +219 1.93% Q4 2025 Jan 21, 2026
Tradewinds, LLC. History Added to 11,528 1,005 0.24% 0.26% 964 +121 1.06% Q4 2025 Feb 13, 2026
AFT, FORSYTH & COMPANY, INC. History Reduced 11,423 996 0.43% 0.54% 965 -575 -4.79% Q4 2025 Feb 13, 2026
1620 INVESTMENT ADVISORS, INC. History Added to 11,359 990 0.66% 0.72% 966 +107 0.95% Q4 2025 Feb 05, 2026
Checchi Capital Advisers, LLC History Reduced 11,347 989 0.05% 0.06% 967 -1,017 -8.23% Q4 2025 Jan 27, 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC History New 11,430 987 0.91% — 968 +11,430 New Q4 2025 Feb 12, 2026
United Advisor Group, LLC History Added to 11,310 986 0.12% 0.13% 969 +1,254 12.47% Q4 2025 Jan 26, 2026
Symphony Financial, Ltd. Co. History Reduced 11,246 985 0.13% 0.21% 971 -7,222 -39.11% Q4 2025 Feb 11, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 11,300 985 0.21% 0.16% 970 +2,700 31.4% Q4 2025 Jan 15, 2026
Aaron Wealth Advisors LLC History Added to 11,277 983 0.05% 0.06% 973 +801 7.65% Q4 2025 Jan 21, 2026
MONECO ADVISORS, LLC History Added to 11,280 983 0.08% 0.09% 972 +177 1.59% Q4 2025 Feb 04, 2026
CoreCap Advisors, LLC History Added to 11,273 983 0.03% 0.04% 974 +63 0.56% Q4 2025 Jan 13, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Added to 11,263 982 0.13% 0.13% 975 +473 4.38% Q4 2025 Feb 13, 2026
NORRIS PERNE & FRENCH LLP/MI History Reduced 11,266 982 0.06% 0.07% 976 -168 -1.47% Q4 2025 Jan 23, 2026
1834 INVESTMENT ADVISORS CO History Reduced 11,253 981 0.12% 0.13% 977 -310 -2.68% Q4 2025 Jan 29, 2026
KPP Advisory Services LLC History Reduced 11,247 980 0.14% 0.16% 979 -196 -1.71% Q4 2025 Feb 02, 2026
RS CRUM INC. History Reduced 11,244 980 0.2% 0.24% 978 -143 -1.26% Q4 2025 Feb 17, 2026
SHUTTLEWORTH & Co History Reduced 11,217 978 0.89% 1.2% 980 -2,698 -19.39% Q4 2025 Feb 13, 2026
Balboa Wealth Partners History Added to 11,181 974 0.16% 0.17% 981 +654 6.21% Q4 2025 Jan 16, 2026
Leisure Capital Management History Reduced 11,161 973 0.32% 0.37% 982 -172 -1.52% Q4 2025 Jan 27, 2026
CSS LLC/IL History New 11,156 972 0.04% — 983 +11,156 New Q4 2025 Feb 17, 2026
Churchill Financial Advisors, LLC History New 11,141 971 0.3% — 985 +11,141 New Q4 2025 Feb 09, 2026
NWAM LLC History Reduced 11,024 971 0.05% 0.06% 984 -92 -0.83% Q4 2025 Feb 04, 2026
VestGen Advisors, LLC History Reduced 11,038 962 0.04% 0.04% 986 -1,288 -10.45% Q4 2025 Feb 17, 2026
Haverford Trust Co History Added to 11,020 960 0.01% 0.01% 987 +726 7.05% Q4 2025 Feb 13, 2026
Ancora Advisors LLC History Added to 10,981 957 0.02% 0.02% 988 +390 3.68% Q4 2025 Feb 17, 2026
Kuhn & Co Investment Counsel History Added to 10,975 957 0.64% 0.82% 989 +36 0.33% Q4 2025 Feb 09, 2026
Sage Mountain Advisors LLC History Reduced 10,965 956 0.05% 0.09% 990 -4,865 -30.73% Q4 2025 Jan 23, 2026
Fifth Third Wealth Advisors LLC History Reduced 10,960 955 0.03% 0.04% 991 -474 -4.15% Q4 2025 Jan 15, 2026
Montecito Bank & Trust History Added to 10,866 947 0.15% 0.16% 992 +244 2.3% Q4 2025 Jan 09, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Reduced 10,841 945 0.21% 0.25% 993 -41 -0.38% Q4 2025 Jan 09, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History Reduced 10,832 944 0.25% 0.29% 994 -119 -1.09% Q4 2025 Feb 11, 2026
Chesley Taft & Associates LLC History Added to 10,774 939 0.04% 0.04% 995 +211 2.0% Q4 2025 Jan 14, 2026
RFP Financial Group LLC History Reduced 10,762 938 0.45% 0.67% 997 -7,531 -41.17% Q4 2025 Feb 13, 2026
Mesirow Financial Investment Management, Inc. History Reduced 10,759 938 0.02% 0.02% 996 -2,736 -20.27% Q4 2025 Feb 05, 2026
SeaCrest Wealth Management, LLC History Reduced 10,868 937 0.09% 0.11% 998 -315 -2.82% Q4 2025 Jan 12, 2026
Strategic Blueprint, LLC History Reduced 10,740 936 0.06% 0.07% 999 -7,087 -39.75% Q4 2025 Jan 30, 2026
AMI ASSET MANAGEMENT CORP History Reduced 10,713 934 0.05% 0.06% 1000 -352 -3.18% Q4 2025 Jan 23, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 10,669 933 0.09% 0.06% 1003 +4,394 70.02% Q4 2025 Jan 22, 2026
HM PAYSON & CO History Reduced 10,709 933 0.01% 0.02% 1001 -1,268 -10.59% Q4 2025 Feb 12, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 10,701 933 0.11% 0.13% 1002 -381 -3.44% Q4 2025 Feb 03, 2026
Second Line Capital, LLC History Reduced 10,691 932 0.19% 0.22% 1004 -286 -2.61% Q4 2025 Feb 17, 2026
Bryn Mawr Trust Advisors, LLC History Added to 10,671 930 0.04% 0.05% 1005 +376 3.65% Q4 2025 Feb 04, 2026
Wilmington Savings Fund Society, FSB History Reduced 10,639 927 0.02% 0.03% 1006 -530 -4.75% Q4 2025 Feb 12, 2026
ATLas Financial Planning LLC History New 10,617 925 0.91% — 1008 +10,617 New Q4 2025 Feb 17, 2026
Smith Salley Wealth Management History Added to 10,617 925 0.05% 0.04% 1007 +2,049 23.91% Q4 2025 Jan 27, 2026
MAGNOLIA CAPITAL ADVISORS LLC History Reduced 10,590 923 0.19% 0.29% 1009 -935 -8.11% Q4 2025 Feb 13, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 10,569 922 0.13% 0.14% 1010 -80 -0.75% Q4 2025 Jan 20, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History New 10,554 920 0.77% — 1011 +10,554 New Q4 2025 Feb 13, 2026
Tannin Capital LLC History New 10,471 913 0.82% — 1012 +10,471 New Q4 2025 Feb 17, 2026
West Family Investments, Inc. History Reduced 10,470 912 0.21% 40.76% 1013 -2,239 -17.62% Q4 2025 Feb 11, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Added to 10,432 909 0.39% 0.38% 1014 +1,241 13.5% Q4 2025 Feb 05, 2026
ROGCO, LP History Reduced 10,423 908 0.3% 0.35% 1016 -84 -0.8% Q4 2025 Jan 30, 2026
Members Trust Co History Added to 10,421 908 0.03% 0.03% 1015 +41 0.39% Q4 2025 Jan 15, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 10,381 905 0.35% 0.41% 1017 +423 4.25% Q4 2025 Jan 27, 2026
Phoenix Financial Ltd. History Added to 10,380 904 0.01% 0.0% 1018 +6,982 205.47% Q4 2025 Feb 05, 2026
GTS SECURITIES LLC History Reduced 10,347 902 0.03% 0.05% 1019 -4,421 -29.94% Q4 2025 Feb 13, 2026
HBW ADVISORY SERVICES LLC History Reduced 10,335 901 0.1% 0.12% 1021 -1,112 -9.71% Q4 2025 Jan 23, 2026
Acorn Wealth Advisors, LLC History Added to 10,342 901 0.27% 0.3% 1020 +70 0.68% Q4 2025 Feb 10, 2026
Modera Wealth Management, LLC History Added to 10,257 894 0.01% 0.01% 1022 +150 1.48% Q4 2025 Jan 21, 2026
Claro Advisors Inc. History Reduced 10,230 892 0.12% 0.14% 1023 -23 -0.22% Q4 2025 Feb 17, 2026
Bedell Frazier Investment Counselling, LLC History Reduced 10,220 891 0.17% 0.2% 1024 -155 -1.49% Q4 2025 Feb 17, 2026
Pine Valley Investments Ltd Liability Co History Reduced 10,207 890 0.04% 0.05% 1026 -116 -1.12% Q4 2025 Feb 13, 2026
Field & Main Bank History Reduced 10,215 890 0.26% 0.29% 1025 -85 -0.83% Q4 2025 Jan 28, 2026
Xcel Wealth Management, LLC History Added to 10,206 889 0.23% 0.24% 1027 +613 6.39% Q4 2025 Jan 26, 2026
Wagner Wealth Management, LLC History Added to 10,188 888 0.19% 0.21% 1028 +822 8.78% Q4 2025 Jan 30, 2026
Leo Wealth, LLC History Added to 10,157 885 0.06% 0.06% 1029 +5,617 123.72% Q4 2025 Jan 21, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 10,138 884 0.01% 0.01% 1030 -110 -1.07% Q4 2025 Feb 12, 2026
Investment Partners Asset Management, Inc. History Added to 10,144 884 0.55% 0.63% 1031 +2 0.02% Q4 2025 Jan 15, 2026
Kingsman Wealth Management, Inc. History Added to 10,097 880 0.48% 0.53% 1032 +3 0.03% Q4 2025 Jan 22, 2026
Mendel Money Management History Reduced 10,074 878 0.37% 0.4% 1033 -10 -0.1% Q4 2025 Jan 29, 2026
St. Johns Investment Management Company, LLC History Added to 10,061 877 0.37% 0.39% 1034 +479 5.0% Q4 2025 Jan 29, 2026
GC Wealth Management RIA, LLC History Reduced 10,004 872 0.03% 0.09% 1035 -17,943 -64.2% Q4 2025 Jan 30, 2026
MARCO INVESTMENT MANAGEMENT LLC History Reduced 9,986 870 0.07% 0.07% 1036 -21 -0.21% Q4 2025 Feb 04, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Reduced 9,933 866 0.12% 0.13% 1037 -46 -0.46% Q4 2025 Jan 23, 2026
TRUSTCO BANK CORP N Y History Added to 9,922 865 0.78% 0.83% 1038 +200 2.06% Q4 2025 Feb 13, 2026
Sunburst Financial Group, LLC History Reduced 9,897 863 0.17% 0.2% 1039 -328 -3.21% Q4 2025 Jan 21, 2026
HOME FEDERAL BANK OF TENNESSEE History No change 9,890 862 0.22% 0.25% 1040 0 0.0% Q4 2025 Jan 20, 2026
William Allan Corp History Added to 9,848 858 0.49% 0.52% 1041 +125 1.29% Q4 2025 Feb 12, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 9,797 854 0.06% 0.03% 1042 +4,629 89.57% Q4 2025 Feb 13, 2026
White Lighthouse Investment Management Inc. History Added to 9,782 853 0.12% 0.12% 1043 +1,577 19.22% Q4 2025 Feb 09, 2026
SYON CAPITAL LLC History Reduced 9,739 849 0.04% 0.06% 1044 -1,116 -10.28% Q4 2025 Feb 11, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History Reduced 9,727 848 0.46% 0.55% 1046 -440 -4.33% Q4 2025 Jan 05, 2026
EXCALIBUR MANAGEMENT CORP History Reduced 9,735 848 0.31% 0.34% 1045 -65 -0.66% Q4 2025 Feb 10, 2026
Howard Capital Management Group, LLC History No change 9,698 845 0.05% 0.06% 1047 0 0.0% Q4 2025 Jan 16, 2026
Shepherd Financial Partners LLC History No change 9,675 843 0.08% 0.09% 1048 0 0.0% Q4 2025 Feb 10, 2026
Secure Asset Management, LLC History Added to 9,645 841 0.13% 0.15% 1049 +130 1.37% Q4 2025 Jan 20, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 9,626 839 0.03% 0.05% 1050 -2,698 -21.89% Q4 2025 Feb 09, 2026
SVB WEALTH LLC History Reduced 9,612 838 0.05% 0.06% 1051 -2,517 -20.75% Q4 2025 Feb 04, 2026
Cresset Asset Management, LLC History Added to 9,612 838 0.0% 0.0% 1052 +1,355 16.41% Q4 2025 Feb 17, 2026
Cornerstone Planning, LLC History New 9,550 836 0.19% — 1053 +9,550 New Q4 2025 Mar 17, 2026
Pinion Investment Advisors, LLC History Added to 9,565 834 0.2% 0.22% 1054 +1,230 14.76% Q4 2025 Jan 29, 2026
Ameritas Advisory Services, LLC History Added to 9,560 833 0.03% 0.02% 1055 +6,139 179.45% Q4 2025 Feb 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 9,549 832 0.01% 0.01% 1056 -4 -0.04% Q4 2025 Jan 22, 2026
COOKSON PEIRCE & CO INC History No change 9,528 830 0.03% 0.04% 1057 0 0.0% Q4 2025 Feb 11, 2026
Alpha Cubed Investments, LLC History Added to 9,504 828 0.03% 0.02% 1058 +2,864 43.13% Q4 2025 Feb 03, 2026
Eagle Strategies LLC History Added to 9,435 822 0.1% 0.12% 1059 +23 0.24% Q4 2025 Jan 23, 2026
NorthCrest Asset Manangement, LLC History Reduced 9,442 820 0.02% 0.02% 1061 -719 -7.08% Q4 2025 Jan 08, 2026
MONETARY MANAGEMENT GROUP INC History No change 9,407 820 0.19% 0.2% 1060 0 0.0% Q4 2025 Feb 11, 2026
Golden State Wealth Management, LLC History Added to 9,392 819 0.09% 0.1% 1062 +96 1.03% Q4 2025 Feb 13, 2026
HOWE & RUSLING INC History Added to 9,337 814 0.05% 0.04% 1063 +2,474 36.05% Q4 2025 Feb 17, 2026
Texas Bank & Trust Co History Reduced 9,345 814 0.3% 0.41% 1066 -2,205 -19.09% Q4 2025 Feb 06, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Added to 32,716 814 0.39% 1.47% 1065 +897 2.82% Q4 2025 Jan 09, 2026
LaFleur & Godfrey LLC History Reduced 9,340 814 0.1% 0.11% 1064 -200 -2.1% Q4 2025 Feb 03, 2026
PLIMOTH TRUST CO LLC History Reduced 9,327 813 0.18% 0.21% 1067 -360 -3.72% Q4 2025 Jan 27, 2026
Nikulski Financial, Inc. History Added to 9,311 811 0.19% 0.13% 1068 +3,828 69.82% Q4 2025 Jan 15, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 9,296 810 0.02% 0.03% 1069 +12 0.13% Q4 2025 Jan 12, 2026
Belpointe Asset Management LLC History Reduced 9,286 809 0.03% 0.04% 1071 -2,055 -18.12% Q4 2025 Jan 27, 2026
Chicago Partners Investment Group LLC History Reduced 9,252 809 0.02% 0.02% 1070 -179 -1.9% Q4 2025 Jan 28, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 9,233 805 0.37% 0.41% 1072 +32 0.35% Q4 2025 Jan 14, 2026
Successful Portfolios LLC History Added to 9,196 800 0.41% 0.45% 1073 +977 11.89% Q4 2025 Jan 23, 2026
AFFINITY WEALTH MANAGEMENT LLC History Reduced 9,151 797 0.11% 0.13% 1074 -152 -1.63% Q4 2025 Jan 15, 2026
Davis Capital Management History Reduced 9,140 797 0.55% 0.61% 1075 -121 -1.31% Q4 2025 Jan 28, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 9,110 794 0.0% 0.0% 1076 +41 0.45% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History New 9,099 793 0.01% — 1077 +9,099 New Q4 2025 Feb 06, 2026
McGlone Suttner Wealth Management, Inc. History Added to 9,086 792 0.11% 0.11% 1078 +468 5.43% Q4 2025 Jan 15, 2026
HBK Sorce Advisory LLC History Added to 8,772 790 0.02% 0.02% 1079 +448 5.38% Q4 2025 Feb 09, 2026
Chesapeake Wealth Management History Added to 9,028 787 0.23% 0.23% 1080 +962 11.93% Q4 2025 Feb 03, 2026
OneAscent Financial Services LLC History Added to 9,019 786 0.07% 0.05% 1081 +4,841 115.87% Q4 2025 Feb 11, 2026
Breakwater Capital Group History Added to 8,961 781 0.11% 0.13% 1082 +2 0.02% Q4 2025 Jan 09, 2026
Community Bank of Raymore History No change 8,950 780 0.53% 0.59% 1083 0 0.0% Q4 2025 Jan 23, 2026
Balentine LLC History No change 8,941 779 0.03% 0.03% 1084 0 0.0% Q4 2025 Feb 02, 2026
Tortuga Wealth Management, Inc History New 8,928 778 0.82% — 1085 +8,928 New Q4 2025 Apr 16, 2026
Mechanics Financial Corp History No change 8,913 777 0.29% 0.32% 1086 0 0.0% Q4 2025 Jan 22, 2026
Evercore Wealth Management, LLC History Reduced 8,902 776 0.01% 0.01% 1087 -841 -8.63% Q4 2025 Feb 17, 2026
Journey Advisory Group, LLC History Reduced 8,848 771 0.06% 0.07% 1088 -950 -9.7% Q4 2025 Jan 27, 2026
Insight Inv LLC History No change 8,845 771 0.43% 0.49% 1089 0 0.0% Q4 2025 Feb 06, 2026
Certified Advisory Corp History Added to 8,833 770 0.07% 0.08% 1090 +126 1.45% Q4 2025 Jan 12, 2026
Fullerton Fund Management Co Ltd. History Added to 8,823 769 0.03% 0.03% 1091 +454 5.42% Q4 2025 Feb 17, 2026
Cherokee Insurance Co History No change 8,800 767 0.31% 0.36% 1092 0 0.0% Q4 2025 Jan 29, 2026
KENNEDY INVESTMENT GROUP History Added to 8,794 766 0.29% 0.33% 1093 +47 0.54% Q4 2025 Feb 06, 2026
ST GERMAIN D J CO INC History Reduced 8,781 765 0.03% 0.04% 1094 -584 -6.24% Q4 2025 Jan 29, 2026
Krilogy Financial LLC History Reduced 8,688 765 0.03% 0.03% 1095 -428 -4.7% Q4 2025 Jan 27, 2026
Aberdeen Wealth Management LLC History Reduced 8,773 765 0.35% 0.55% 1096 -407 -4.43% Q4 2025 Feb 12, 2026
Legacy Wealth Asset Management, LLC History Reduced 8,783 765 0.19% 0.21% 1097 -123 -1.38% Q4 2025 Jan 12, 2026
Turtle Creek Wealth Advisors, LLC History Reduced 8,756 763 0.06% 0.08% 1098 -415 -4.53% Q4 2025 Jan 28, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 8,746 762 0.02% 0.03% 1099 -404 -4.42% Q4 2025 Jan 30, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 8,731 761 0.08% 0.08% 1100 +7 0.08% Q4 2025 Feb 02, 2026
Beaumont Financial Advisors, LLC History Added to 8,685 757 0.05% 0.05% 1101 +167 1.96% Q4 2025 Jan 16, 2026
Shulman DeMeo Asset Management LLC History Reduced 8,660 755 0.17% 0.19% 1102 -23 -0.26% Q4 2025 Jan 14, 2026
Roberts Wealth Advisors, LLC History New 8,632 752 0.2% — 1103 +8,632 New Q4 2025 Jan 13, 2026
Trueblood Wealth Management, LLC History Reduced 8,634 752 0.29% 0.35% 1104 -788 -8.36% Q4 2025 Jan 21, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Added to 8,602 750 0.07% 0.08% 1105 +468 5.75% Q4 2025 Feb 17, 2026
RIA Advisory Group LLC History Reduced 8,605 750 0.18% 0.22% 1107 -416 -4.61% Q4 2025 Feb 02, 2026
Howard Capital Management Inc. History Added to 8,605 750 0.01% 0.01% 1106 +44 0.51% Q4 2025 Jan 23, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 8,592 749 0.32% 0.35% 1108 0 0.0% Q4 2025 Feb 06, 2026
Cerro Pacific Wealth Advisors LLC History Added to 8,560 746 0.2% 0.21% 1109 +481 5.95% Q4 2025 Feb 02, 2026
PCM Encore, LLC History New 8,521 743 0.16% — 1110 +8,521 New Q4 2025 Feb 13, 2026
SARD WEALTH MANAGEMENT GROUP, LLC History Added to 8,519 742 0.41% 0.43% 1111 +564 7.09% Q4 2025 Jan 08, 2026
Roundview Capital LLC History Reduced 8,509 741 0.05% 0.06% 1113 -1,412 -14.23% Q4 2025 Feb 09, 2026
FRANKLIN STREET ADVISORS INC /NC History Added to 8,506 741 0.04% 0.04% 1112 +723 9.29% Q4 2025 Jan 21, 2026
Odyssean, LLC History New 8,486 739 0.53% — 1115 +8,486 New Q4 2025 Feb 17, 2026
Benin Management CORP History No change 8,483 739 0.16% 0.19% 1114 0 0.0% Q4 2025 Jan 12, 2026
Verity Asset Management, Inc. History Reduced 8,474 738 0.32% 0.54% 1117 -9,056 -51.66% Q4 2025 Jan 30, 2026
MEANS INVESTMENT CO., INC. History Reduced 8,473 738 0.06% 0.08% 1116 -1,279 -13.12% Q4 2025 Jan 26, 2026
JT Stratford LLC History Added to 8,460 737 0.09% 0.11% 1118 +64 0.76% Q4 2025 Feb 12, 2026
Graves Light Lenhart Wealth, Inc. History Added to 8,449 736 0.08% 0.09% 1119 +11 0.13% Q4 2025 Jan 09, 2026
Goldstone Financial Group, LLC History Added to 8,437 735 0.08% 0.09% 1120 +632 8.1% Q4 2025 Feb 13, 2026
NORDEN GROUP LLC History Reduced 8,425 734 0.07% 0.09% 1121 -1,214 -12.59% Q4 2025 Jan 13, 2026
INTRUST BANK NA History Reduced 8,411 733 0.06% 0.07% 1122 -55 -0.65% Q4 2025 Feb 06, 2026
Grove Bank & Trust History No change 8,402 732 0.08% 0.09% 1123 0 0.0% Q4 2025 Jan 08, 2026
North Star Investment Management Corp. History Added to 8,385 731 0.05% 0.05% 1124 +13 0.16% Q4 2025 Jan 30, 2026
Aviance Capital Partners, LLC History Added to 8,373 730 0.08% 0.09% 1125 +6 0.07% Q4 2025 Feb 06, 2026
Rodgers Brothers Inc. History No change 8,343 727 0.09% 0.1% 1126 0 0.0% Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 8,325 725 0.05% 0.02% 1127 +6,034 263.38% Q4 2025 Feb 17, 2026
Clarendon Private LLC History Reduced 8,294 723 0.61% 0.88% 1128 -2,000 -19.43% Q4 2025 Feb 05, 2026
Lakeshore Financial Planning, Inc. History Added to 8,286 722 0.26% 0.29% 1130 +62 0.75% Q4 2025 Feb 17, 2026
WEST BANCORPORATION INC History No change 8,285 722 0.38% 0.44% 1129 0 0.0% Q4 2025 Jan 29, 2026
CAMBIENT FAMILY OFFICE, LLC History New 8,224 717 0.1% — 1132 +8,224 New Q4 2025 Feb 20, 2026
PARK NATIONAL CORP /OH/ History Reduced 8,228 717 0.02% 0.02% 1131 -14 -0.17% Q4 2025 Jan 05, 2026
RiverFront Investment Group, LLC History Added to 8,214 716 0.01% 0.01% 1133 +5,061 160.51% Q4 2025 Feb 05, 2026
Simplicity Wealth,LLC History Reduced 8,189 714 0.04% 0.05% 1134 -829 -9.19% Q4 2025 Jan 30, 2026
Grey Ledge Advisors, LLC History Reduced 8,185 713 0.16% 0.18% 1135 -5 -0.06% Q4 2025 Feb 05, 2026
Autumn Glory Partners, LLC History No change 8,185 713 0.25% 0.32% 1136 0 0.0% Q4 2025 Jan 27, 2026
Clear Creek Financial Management, LLC History Added to 8,127 708 0.06% 0.07% 1137 +180 2.27% Q4 2025 Jan 23, 2026
Capital Advisors Wealth Management, LLC History Added to 8,125 708 0.1% 0.11% 1138 +86 1.07% Q4 2025 Jan 21, 2026
Valley Brook Capital Group, Inc. History Reduced 8,114 707 0.47% 0.54% 1139 -297 -3.53% Q4 2025 Jan 23, 2026
WEALTH ALLIANCE, LLC History Added to 8,104 706 0.07% 0.08% 1140 +367 4.74% Q4 2025 Feb 13, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Added to 8,105 706 0.08% 0.09% 1141 +247 3.14% Q4 2025 Feb 13, 2026
Cyndeo Wealth Partners, LLC History Added to 8,095 705 0.04% 0.04% 1142 +251 3.2% Q4 2025 Jan 07, 2026
Gilbert & Cook, Inc. History Reduced 8,064 703 0.09% 0.1% 1143 -307 -3.67% Q4 2025 Jan 07, 2026
Campbell & CO Investment Adviser LLC History New 8,046 701 0.03% — 1144 +8,046 New Q4 2025 Feb 12, 2026
SBI Okasan Asset Management Co.Ltd. History New 8,000 700 0.04% — 1145 +8,000 New Q4 2025 Feb 10, 2026
Geometric Wealth Advisors History No change 8,027 699 0.09% 0.1% 1146 0 0.0% Q4 2025 Feb 06, 2026
M.E. ALLISON & CO., INC. History Added to 7,996 697 0.47% 0.49% 1147 +555 7.46% Q4 2025 Jan 12, 2026
Citizens Business Bank History Reduced 7,985 696 0.11% 0.13% 1148 -26 -0.32% Q4 2025 Feb 02, 2026
DAVIDSON INVESTMENT ADVISORS History Reduced 7,975 695 0.03% 0.69% 1150 -164,192 -95.37% Q4 2025 Jan 27, 2026
one8zero8, LLC History Reduced 7,973 695 0.15% 0.17% 1151 -91 -1.13% Q4 2025 Feb 17, 2026
ROBERTS GLORE & CO INC /IL/ History No change 7,977 695 0.19% 0.21% 1149 0 0.0% Q4 2025 Feb 05, 2026
Wealth Dimensions Group, Ltd. History Added to 7,949 693 0.14% 0.15% 1152 +14 0.18% Q4 2025 Feb 13, 2026
Banque Cantonale Vaudoise History Added to 7,870 686 0.02% 0.03% 1153 +379 5.06% Q4 2025 Feb 06, 2026
McLean Asset Management Corp History Reduced 7,754 685 0.12% 0.15% 1155 -22 -0.28% Q4 2025 Jan 16, 2026
WFA of San Diego, LLC History No change 7,860 685 0.5% 0.51% 1154 0 0.0% Q4 2025 Feb 17, 2026
Keudell/Morrison Wealth Management History New 7,849 684 0.14% — 1158 +7,849 New Q4 2025 Feb 06, 2026
New Age Alpha Advisors, LLC History Reduced 7,851 684 0.03% 0.05% 1156 -4,519 -36.53% Q4 2025 Feb 09, 2026
Allred Capital Management, LLC History Added to 7,844 684 0.25% 0.26% 1157 +8 0.1% Q4 2025 Feb 10, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 7,833 683 0.06% — 1159 +7,833 New Q4 2025 Feb 17, 2026
BLALOCK WILLIAMS, LLC History Reduced 7,844 683 0.55% 0.66% 1161 -151 -1.89% Q4 2025 Feb 02, 2026
SageOak Financial, LLC History No change 7,844 683 0.49% 0.55% 1160 0 0.0% Q4 2025 Feb 13, 2026
Advisory Alpha, LLC History Added to 7,822 682 0.02% 0.02% 1162 +893 12.89% Q4 2025 Feb 06, 2026
Three Magnolias Financial Advisors, LLC History No change 7,815 681 0.42% 0.46% 1163 0 0.0% Q4 2025 Jan 20, 2026
Tradition Wealth Management, LLC History Reduced 7,802 680 0.05% 0.06% 1164 -189 -2.37% Q4 2025 Feb 11, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 7,793 679 0.01% 0.01% 1165 -896 -10.31% Q4 2025 Feb 12, 2026
Capstone Wealth Management, LLC History Added to 7,798 679 0.5% 0.51% 1167 +858 12.36% Q4 2025 Jan 20, 2026
VISIONARY HORIZONS, LLC History Reduced 7,786 679 0.35% 0.42% 1166 -100 -1.27% Q4 2025 Jan 23, 2026
Columbia Asset Management History Reduced 7,765 677 0.12% 0.2% 1168 -3,682 -32.17% Q4 2025 Jan 28, 2026
Faithward Advisors, LLC History Reduced 7,764 677 0.1% 0.11% 1169 -20 -0.26% Q4 2025 Feb 17, 2026
Patten Group, Inc. History Added to 7,731 674 0.12% 0.11% 1170 +2,029 35.58% Q4 2025 Jan 23, 2026
Element Wealth, LLC History Added to 7,696 671 0.28% 0.32% 1171 +27 0.35% Q4 2025 Feb 13, 2026
Garner Asset Management Corp History Reduced 7,672 668 0.26% 0.32% 1172 -786 -9.29% Q4 2025 Feb 03, 2026
Archer Investment Corp History Reduced 7,663 668 0.15% 0.17% 1173 -344 -4.3% Q4 2025 Jan 30, 2026
WULFF, HANSEN & CO. History Reduced 7,648 666 0.56% 0.72% 1174 -1,150 -13.07% Q4 2025 Feb 03, 2026
Private Capital Management, LLC History Reduced 7,622 664 0.06% 0.07% 1175 -500 -6.16% Q4 2025 Feb 17, 2026
Bank of Jackson Hole Trust History Reduced 7,603 662 0.31% 0.38% 1177 -408 -5.09% Q4 2025 Feb 12, 2026
SUMMITRY LLC History Reduced 7,597 662 0.03% 0.03% 1176 -260 -3.31% Q4 2025 Feb 09, 2026
VUB Generali dochodkova spravcovska spolocnost, a.s. History New 7,555 658 0.5% — 1180 +7,555 New Q4 2025 Feb 12, 2026
Baker Avenue Asset Management, LP History Added to 7,554 658 0.02% 0.02% 1178 +88 1.18% Q4 2025 Feb 10, 2026
Northstar Advisory Group, LLC History Added to 7,556 658 0.23% 0.29% 1179 +34 0.45% Q4 2025 Jan 15, 2026
Atlas Wealth Partners, LLC History Added to 7,522 655 0.72% 0.72% 1181 +100 1.35% Q4 2025 Jan 26, 2026
Skyline Advisors, Inc. History No change 7,507 654 0.22% 0.24% 1182 0 0.0% Q4 2025 Jan 12, 2026
UPTICK PARTNERS, LLC History Added to 7,491 653 0.14% 0.15% 1183 +1,357 22.12% Q4 2025 Feb 02, 2026
Avestar Capital, LLC History Reduced 7,437 648 0.04% 0.05% 1184 -1,281 -14.69% Q4 2025 Feb 10, 2026
Daviman Financial, LLC History New 7,388 644 0.38% — 1185 +7,388 New Q4 2025 Feb 06, 2026
WASHINGTON TRUST Co History Reduced 7,360 641 0.02% 0.02% 1186 -145 -1.93% Q4 2025 Feb 10, 2026
LOWE BROCKENBROUGH & CO INC History Added to 7,336 639 0.03% 0.03% 1187 +1,016 16.08% Q4 2025 Feb 11, 2026
BEACON INVESTMENT ADVISORS LLC History Added to 7,327 638 0.26% 0.28% 1188 +15 0.21% Q4 2025 Feb 17, 2026
Dakota Wealth Management History Reduced 7,305 637 0.01% 0.21% 1189 -105,154 -93.5% Q4 2025 Jan 13, 2026
Wilkins Miller Wealth Management, LLC History Added to 7,309 637 0.38% 0.43% 1190 +8 0.11% Q4 2025 Jan 21, 2026
Clearstead Trust, LLC History No change 7,294 636 0.1% 0.12% 1191 0 0.0% Q4 2025 Feb 09, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 7,264 633 0.1% 0.13% 1192 -416 -5.42% Q4 2025 Jan 26, 2026
Yeomans Consulting Group, Inc. History Reduced 7,265 633 0.19% 0.25% 1193 -394 -5.14% Q4 2025 Jan 07, 2026
BEACON FINANCIAL GROUP History New 7,253 632 0.06% — 1194 +7,253 New Q4 2025 Apr 01, 2026
Beaumont Asset Management, L.L.C. History Reduced 7,252 632 0.32% 0.35% 1195 -157 -2.12% Q4 2025 Jan 21, 2026
Abel Hall, LLC History Reduced 7,251 632 0.15% 0.28% 1196 -43 -0.59% Q4 2025 Feb 17, 2026
Rather & Kittrell, Inc. History Added to 7,241 631 0.1% 0.12% 1197 +60 0.84% Q4 2025 Jan 28, 2026
Nicholas Wealth, LLC. History No change 7,245 631 0.43% 0.5% 1198 0 0.0% Q4 2025 Feb 17, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 7,179 626 0.12% 0.09% 1199 +2,559 55.39% Q4 2025 Feb 09, 2026
Aventura Private Wealth, LLC History Reduced 7,190 626 0.22% 0.26% 1200 -287 -3.84% Q4 2025 Jan 07, 2026
COUNTRY TRUST BANK History No change 7,178 625 0.01% 0.01% 1201 0 0.0% Q4 2025 Jan 21, 2026
W ADVISORS, LLC History Reduced 7,165 624 0.31% 0.36% 1203 -49 -0.68% Q4 2025 Feb 13, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 7,166 624 0.04% 0.04% 1202 0 0.0% Q4 2025 Jan 07, 2026
Abound Wealth Management History Added to 7,152 623 0.15% 0.17% 1204 +34 0.48% Q4 2025 Jan 12, 2026
VIAWEALTH, LLC History Reduced 7,126 621 0.35% 0.4% 1206 -695 -8.89% Q4 2025 Feb 10, 2026
LATHROP INVESTMENT MANAGEMENT CO History No change 7,126 621 0.11% 0.12% 1205 0 0.0% Q4 2025 Feb 09, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 7,114 620 0.02% 0.01% 1207 +4,700 194.7% Q4 2025 Feb 04, 2026
Ballentine Partners, LLC History Reduced 7,102 619 0.01% 0.01% 1210 -1,610 -18.48% Q4 2025 Feb 03, 2026
ProVise Management Group, LLC History Reduced 7,105 619 0.04% 0.05% 1209 -753 -9.58% Q4 2025 Jan 29, 2026
Destination Wealth Management History Reduced 7,103 619 0.02% 0.02% 1208 -205 -2.81% Q4 2025 Feb 13, 2026
Sentry LLC History Added to 7,093 618 0.17% 0.17% 1212 +4 0.06% Q4 2025 Jan 16, 2026
PENINSULA ASSET MANAGEMENT INC History No change 7,090 618 0.32% 0.34% 1211 0 0.0% Q4 2025 Feb 12, 2026
Dorsey & Whitney Trust CO LLC History Reduced 7,082 617 0.03% 0.04% 1213 -446 -5.92% Q4 2025 Feb 11, 2026
Summit Asset Management, LLC History Added to 7,076 617 0.09% 0.1% 1214 +66 0.94% Q4 2025 Feb 09, 2026
Financial Enhancement Group LLC History Reduced 6,925 617 0.08% 0.09% 1215 -3 -0.04% Q4 2025 Jan 23, 2026
Dockside LLC History New 7,058 615 0.16% — 1217 +7,058 New Q4 2025 Feb 13, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 7,056 615 0.03% 0.02% 1216 +4,353 161.04% Q4 2025 Feb 12, 2026
David J Yvars Group History Added to 7,033 613 0.33% 0.36% 1218 +18 0.26% Q4 2025 Jan 12, 2026
BCR Wealth Strategies, LLC History Added to 7,009 611 0.2% 0.21% 1219 +819 13.23% Q4 2025 Jan 23, 2026
City State Bank History Reduced 7,000 610 0.17% 0.2% 1220 -167 -2.33% Q4 2025 Jan 28, 2026
DB&C Advisors, LLC History New 6,980 608 0.76% — 1221 +6,980 New Q4 2025 Feb 11, 2026
TRITONPOINT WEALTH, LLC History Reduced 6,971 607 0.06% 0.06% 1222 -657 -8.61% Q4 2025 Jan 20, 2026
First Command Advisory Services, Inc. History Added to 6,959 606 0.0% 0.0% 1223 +494 7.64% Q4 2025 Feb 11, 2026
Berger Financial Group, Inc History Reduced 6,942 605 0.04% 0.04% 1224 -199 -2.79% Q4 2025 Jan 27, 2026
BAKER BOYER NATIONAL BANK History Reduced 6,932 604 0.18% 0.23% 1225 -325 -4.48% Q4 2025 Feb 03, 2026
Koss-Olinger Consulting, LLC History Reduced 6,900 602 0.05% 0.05% 1226 -29 -0.42% Q4 2025 Feb 10, 2026
Mraz, Amerine & Associates, Inc. History No change 6,890 600 0.09% 0.1% 1227 0 0.0% Q4 2025 Feb 06, 2026
TFR Capital, LLC. History Reduced 6,875 599 0.2% 0.24% 1228 -593 -7.94% Q4 2025 Jan 27, 2026
NOVARE CAPITAL MANAGEMENT LLC History Added to 6,858 598 0.04% 0.05% 1229 +28 0.41% Q4 2025 Feb 05, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 6,825 595 0.06% 0.07% 1230 -304 -4.26% Q4 2025 Jan 20, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 6,814 594 0.09% 0.1% 1231 -225 -3.2% Q4 2025 Jan 23, 2026
UNION SAVINGS BANK History New 6,805 593 0.26% — 1233 +6,805 New Q4 2025 Mar 06, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 6,803 593 0.19% 0.21% 1232 0 0.0% Q4 2025 Jan 12, 2026
Cornerstone Wealth Management, LLC History Added to 6,798 592 0.03% 0.03% 1234 +1,643 31.87% Q4 2025 Feb 05, 2026
WMG Financial Advisors, LLC History Reduced 6,800 592 0.24% 0.23% 1236 -535 -7.29% Q4 2025 Jan 28, 2026
Stokes Capital Advisors, LLC History No change 6,794 592 0.14% 0.15% 1235 0 0.0% Q4 2025 Jan 12, 2026
FIRST FOUNDATION ADVISORS History Added to 6,786 591 0.02% 0.02% 1237 +1,729 34.19% Q4 2025 Feb 04, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 6,765 589 0.06% 0.08% 1238 -30 -0.44% Q4 2025 Feb 13, 2026
Seneca House Advisors History New 6,738 587 0.22% — 1239 +6,738 New Q4 2025 Feb 17, 2026
Arkos Global Advisors History Reduced 6,720 586 0.07% 0.08% 1240 -286 -4.08% Q4 2025 Feb 13, 2026
ARROW FINANCIAL CORP History Added to 6,717 585 0.06% 0.06% 1241 +975 16.98% Q4 2025 Feb 05, 2026
V-Square Quantitative Management LLC History New 6,704 584 0.06% — 1242 +6,704 New Q4 2025 Jan 22, 2026
Richwood Investment Advisors, LLC History Reduced 6,483 583 0.42% 0.53% 1245 -625 -8.79% Q4 2025 Feb 12, 2026
Wealth Alliance Advisory Group, LLC History Reduced 6,693 583 0.1% 0.12% 1243 -191 -2.77% Q4 2025 Jan 29, 2026
MBL Wealth, LLC History Reduced 6,688 583 0.05% 0.06% 1244 -133 -1.95% Q4 2025 Jan 21, 2026
Values First Advisors, Inc. History Reduced 6,679 582 0.3% 0.38% 1246 -781 -10.47% Q4 2025 Jan 30, 2026
May Hill Capital, LLC History Added to 6,666 581 0.08% 0.09% 1247 +3,370 102.25% Q4 2025 Feb 05, 2026
DAVIDSON TRUST CO History Reduced 6,662 580 0.24% 0.28% 1248 -391 -5.54% Q4 2025 Jan 27, 2026
LGT Fund Management Co Ltd. History No change 6,625 580 0.05% 0.05% 1249 0 0.0% Q4 2025 Feb 05, 2026
Sepio Capital, LP History Added to 6,639 578 0.03% 0.02% 1251 +3,791 133.11% Q4 2025 Feb 12, 2026
CIDEL ASSET MANAGEMENT INC History No change 6,638 578 0.04% 0.04% 1250 0 0.0% Q4 2025 Jan 21, 2026
PDS Planning, Inc History Added to 6,612 576 0.04% 0.04% 1252 +467 7.6% Q4 2025 Jan 26, 2026
Van Hulzen Asset Management, LLC History Reduced 6,611 576 0.04% 0.05% 1253 -200 -2.94% Q4 2025 Feb 06, 2026
MARATHON CAPITAL MANAGEMENT History New 6,600 575 0.12% — 1254 +6,600 New Q4 2025 Jan 29, 2026
Finward Bancorp History Reduced 6,586 574 0.45% 0.48% 1255 -100 -1.5% Q4 2025 Jan 21, 2026
BRADY FAMILY WEALTH, LLC History No change 6,580 573 0.18% 0.19% 1256 0 0.0% Q4 2025 Jan 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 6,565 572 0.03% 0.03% 1257 -802 -10.89% Q4 2025 Jan 21, 2026
Cooper Financial Group History Reduced 6,570 572 0.06% 0.07% 1258 -462 -6.57% Q4 2025 Jan 08, 2026
FourThought Financial Partners, LLC History Reduced 6,550 571 0.05% 0.06% 1259 -540 -7.62% Q4 2025 Feb 06, 2026
CVFG LLC History No change 6,550 571 0.39% 0.45% 1260 0 0.0% Q4 2025 Feb 06, 2026
Colonial Trust Advisors History Added to 6,519 568 0.04% 0.05% 1262 +35 0.54% Q4 2025 Feb 12, 2026
WELCH & FORBES LLC History Reduced 6,520 568 0.01% 0.01% 1261 -26 -0.4% Q4 2025 Feb 10, 2026
Elequin Capital, LP History New 6,510 567 0.04% — 1263 +6,510 New Q4 2025 Feb 17, 2026
FOCUSED ALPHA, LLC History New 6,491 566 0.17% — 1265 +6,491 New Q4 2025 Feb 13, 2026
Park Place Capital Corp History Reduced 6,501 566 0.12% 0.15% 1264 -796 -10.91% Q4 2025 Jan 09, 2026
TCV Trust & Wealth Management, Inc. History No change 6,468 564 0.05% 0.05% 1266 0 0.0% Q4 2025 Jan 23, 2026
Thrive Wealth Management, LLC History Reduced 6,457 563 0.08% 0.09% 1267 -22 -0.34% Q4 2025 Jan 12, 2026
Smithfield Trust Co History Added to 6,440 561 0.02% 0.01% 1268 +4,025 166.67% Q4 2025 Feb 09, 2026
Formidable Asset Management, LLC History Reduced 5,924 561 0.08% 0.09% 1269 -105 -1.74% Q4 2025 Jan 16, 2026
River Wealth Advisors LLC History Reduced 6,441 561 0.06% 0.07% 1270 -15 -0.23% Q4 2025 Feb 13, 2026
BankPlus Trust Department History Reduced 6,426 560 0.15% 0.17% 1272 -154 -2.34% Q4 2025 Jan 27, 2026
Cordatus Wealth Management LLC History Added to 6,425 560 0.13% 0.14% 1271 +38 0.59% Q4 2025 Jan 26, 2026
Investment Planning Advisors, Inc. History Added to 6,415 559 0.16% 0.18% 1274 +295 4.82% Q4 2025 Jan 20, 2026
FORTRESS PRIVATE LEDGER, LLC History Added to 6,415 559 0.18% 0.21% 1273 +266 4.33% Q4 2025 Feb 12, 2026
PEAK6 LLC History Reduced 6,400 558 0.0% 0.0% 1275 -500 -7.25% Q4 2025 Mar 12, 2026
FineMark National Bank & Trust History Added to 6,396 557 0.02% 0.02% 1277 +8 0.13% Q4 2025 Feb 12, 2026
Marble Harbor Investment Counsel, LLC History No change 6,397 557 0.06% 0.06% 1276 0 0.0% Q4 2025 Feb 06, 2026
Banco Santander, S.A. History New 6,387 556 0.0% — 1279 +6,387 New Q4 2025 Feb 13, 2026
Brown Miller Wealth Management, LLC History Reduced 6,381 556 0.15% 0.18% 1280 -278 -4.17% Q4 2025 Jan 23, 2026
BUILDER INVESTMENT GROUP INC /ADV History Reduced 6,387 556 0.12% 0.14% 1278 -275 -4.13% Q4 2025 Jan 28, 2026
Chicago Capital, LLC History Reduced 6,375 555 0.01% 0.02% 1281 -516 -7.49% Q4 2025 Jan 26, 2026
SEARLE & CO. History Added to 6,358 554 0.14% 0.16% 1282 +100 1.6% Q4 2025 Feb 13, 2026
Strategies Wealth Advisors, LLC History Added to 6,359 554 0.06% 0.06% 1283 +20 0.32% Q4 2025 Feb 13, 2026
OUTFITTERS FINANCIAL LLC History Added to 6,345 553 0.44% 0.44% 1284 +590 10.25% Q4 2025 Jan 28, 2026
Linscomb Wealth, Inc. History Reduced 6,320 551 0.02% 0.03% 1285 -1,908 -23.19% Q4 2025 Feb 10, 2026
Beta Wealth Group, Inc. History Reduced 6,324 551 0.22% 0.24% 1286 -197 -3.02% Q4 2025 Feb 13, 2026
MINDSET WEALTH MANAGEMENT, LLC History Added to 6,329 551 0.14% 0.16% 1287 +2 0.03% Q4 2025 Feb 12, 2026
Broyhill Asset Management, LLC History No change 6,317 550 0.48% 0.52% 1288 0 0.0% Q4 2025 Feb 13, 2026
Pure Financial Advisors, LLC History Reduced 6,285 548 0.1% 0.01% 1289 -72 -1.13% Q4 2025 Mar 04, 2026
United Capital Management of KS, Inc. History Added to 6,268 546 0.08% 0.08% 1290 +77 1.24% Q4 2025 Feb 17, 2026
Curi Capital, LLC History Added to 6,249 544 0.01% 0.01% 1291 +1,280 25.76% Q4 2025 Feb 17, 2026
SFMG, LLC History Added to 6,240 544 0.04% 0.04% 1292 +66 1.07% Q4 2025 Feb 10, 2026
3Chopt Investment Partners, LLC History Reduced 6,239 544 0.12% 0.13% 1293 -22 -0.35% Q4 2025 Feb 10, 2026
Heritage Wealth Advisors History No change 6,229 543 0.02% 0.03% 1294 0 0.0% Q4 2025 Feb 13, 2026
Mirador Capital Partners LP History Reduced 6,218 542 0.07% 0.08% 1295 -15 -0.24% Q4 2025 Jan 14, 2026
Zinnia Wealth Advisory, LLC History New 6,196 540 0.58% — 1296 +6,196 New Q4 2025 Feb 13, 2026
Summit Global Investments History New 6,183 539 0.03% — 1299 +6,183 New Q4 2025 Feb 18, 2026
CALTON & ASSOCIATES, INC. History Added to 6,183 539 0.08% 0.08% 1297 +786 14.56% Q4 2025 Feb 10, 2026
Cranbrook Wealth Management, LLC History Reduced 6,186 539 0.11% 0.12% 1298 -323 -4.96% Q4 2025 Jan 28, 2026
Nilsine Partners, LLC History Added to 6,090 531 0.05% 0.05% 1300 +249 4.26% Q4 2025 Jan 15, 2026
Legacy Financial Strategies, LLC History Reduced 6,070 529 0.09% 0.11% 1301 -197 -3.14% Q4 2025 Jan 23, 2026
CONNING INC. History Reduced 6,062 528 0.02% 0.02% 1302 -912 -13.08% Q4 2025 Feb 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 6,056 528 0.03% 0.04% 1303 -299 -4.7% Q4 2025 Feb 10, 2026
Maia Wealth LLC History Added to 5,687 526 0.09% 0.08% 1306 +577 11.29% Q4 2025 Feb 17, 2026
PFW Advisors LLC History Reduced 6,032 526 0.16% 0.17% 1305 -169 -2.73% Q4 2025 Jan 12, 2026
Syverson Strege & Co History Reduced 6,042 526 0.12% 0.14% 1304 -41 -0.67% Q4 2025 Feb 09, 2026
Integras Partners LLC History No change 6,025 525 0.42% 0.46% 1307 0 0.0% Q4 2025 Jan 29, 2026
Wiser Wealth Management, Inc History Added to 6,010 524 0.12% 0.13% 1309 +113 1.92% Q4 2025 Jan 12, 2026
Verus Financial Partners, Inc. History No change 5,950 524 0.05% 0.05% 1308 0 0.0% Q4 2025 Feb 02, 2026
Keebeck Wealth Management History Added to 6,002 523 0.06% 0.07% 1310 +14 0.23% Q4 2025 Feb 17, 2026
New Republic Capital, LLC History Added to 5,946 518 0.14% 0.1% 1312 +2,453 70.23% Q4 2025 Feb 10, 2026
Trinity Financial Advisors LLC History Reduced 5,946 518 0.14% 0.17% 1311 -105 -1.74% Q4 2025 Jan 13, 2026
Reliant Investment Partners, LLC History Added to 5,944 518 0.41% 0.44% 1313 +1 0.02% Q4 2025 Feb 06, 2026
Diligent Investors, LLC History Added to 5,933 517 0.13% 0.14% 1314 +4 0.07% Q4 2025 Jan 23, 2026
SHP Wealth Management History New 5,922 516 0.04% — 1315 +5,922 New Q4 2025 Mar 04, 2026
Novak & Powell Financial Services, Inc. History Reduced 5,925 516 0.27% 0.3% 1317 -200 -3.27% Q4 2025 Feb 10, 2026
Red Wave Investments LLC History Reduced 5,923 516 0.15% 0.17% 1316 -58 -0.97% Q4 2025 Feb 06, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 5,882 512 0.0% 0.0% 1318 -600 -9.26% Q4 2025 Jan 09, 2026
SCHULHOFF & CO INC History No change 5,875 512 0.22% 0.24% 1319 0 0.0% Q4 2025 Feb 11, 2026
Requisite Capital Management, LLC History New 5,870 511 0.1% — 1321 +5,870 New Q4 2025 Feb 05, 2026
SNS Financial Group, LLC History Added to 5,866 511 0.04% 0.04% 1320 +1,377 30.67% Q4 2025 Feb 02, 2026
OMC Financial Services LTD History No change 5,867 511 0.19% 0.21% 1322 0 0.0% Q4 2025 Jan 06, 2026
Orion Investment Co History No change 5,845 509 0.16% 0.18% 1323 0 0.0% Q4 2025 Feb 11, 2026
Cross Staff Investments Inc History No change 5,835 508 0.28% 0.39% 1324 0 0.0% Q4 2025 Feb 27, 2026
TruWealth Advisors, LLC History Reduced 5,817 507 0.02% 0.03% 1325 -16 -0.27% Q4 2025 Jan 07, 2026
Kesler, Norman & Wride, LLC History New 5,811 506 0.09% — 1326 +5,811 New Q4 2025 Feb 10, 2026
First Dallas Securities Inc. History Reduced 5,795 505 0.19% 0.21% 1327 -225 -3.74% Q4 2025 Feb 11, 2026
CERTUITY, LLC History Reduced 5,781 504 0.03% 0.04% 1328 -300 -4.93% Q4 2025 Jan 30, 2026
Ballew Advisors, Inc History Added to 5,743 502 0.28% 0.32% 1329 +2 0.03% Q4 2025 Jan 14, 2026
SCOTIA CAPITAL INC. History Added to 5,736 500 0.0% 0.0% 1330 +1,288 28.96% Q4 2025 Feb 12, 2026
IVC Wealth Advisors LLC History Added to 5,741 500 0.22% 0.24% 1331 +165 2.96% Q4 2025 Jan 16, 2026
Investors Research Corp History Reduced 5,730 499 0.09% 0.13% 1332 -1,500 -20.75% Q4 2025 Jan 06, 2026
Paragon Private Wealth Management, LLC History Reduced 5,730 499 0.15% 0.19% 1334 -333 -5.49% Q4 2025 Feb 11, 2026
O'ROURKE & COMPANY, Inc History Added to 5,734 499 0.19% 0.23% 1333 +6 0.1% Q4 2025 Jan 28, 2026
SevenBridge Financial Group, LLC History Reduced 5,652 498 0.08% 0.1% 1335 -1,200 -17.51% Q4 2025 Feb 02, 2026
CHICAGO TRUST Co NA History Reduced 5,696 496 0.08% 0.08% 1336 -470 -7.62% Q4 2025 Feb 17, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 5,664 493 0.21% 0.25% 1339 +1 0.02% Q4 2025 Jan 22, 2026
Kapstone Financial Advisors LLC History No change 5,663 493 0.25% 0.25% 1337 0 0.0% Q4 2025 Feb 05, 2026
Knollwood Investment Advisory, LLC History No change 5,663 493 0.05% 0.05% 1338 0 0.0% Q4 2025 Feb 13, 2026
Fee-Only Financial Planning, L.C. History No change 5,650 492 0.29% 0.31% 1340 0 0.0% Q4 2025 Jan 26, 2026
LCNB CORP History No change 5,636 491 0.16% 0.19% 1341 0 0.0% Q4 2025 Feb 10, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 5,625 490 0.03% 0.04% 1342 0 0.0% Q4 2025 Feb 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 5,609 489 0.03% 0.04% 1343 -166 -2.87% Q4 2025 Jan 08, 2026
Hickory Point Bank & Trust History Added to 5,607 488 0.35% 0.39% 1344 +75 1.36% Q4 2025 Jan 12, 2026
Dogwood Wealth Management LLC History Reduced 5,586 487 0.21% 0.33% 1345 -1,989 -26.26% Q4 2025 Feb 04, 2026
TWO SIGMA SECURITIES, LLC History Reduced 5,565 485 0.07% 0.15% 1346 -5,168 -48.15% Q4 2025 Feb 17, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 5,554 484 0.01% 0.03% 1349 -5,266 -48.67% Q4 2025 Feb 13, 2026
Summit Financial Wealth Advisors, LLC History Added to 5,561 484 0.07% 0.08% 1348 +228 4.28% Q4 2025 Jan 27, 2026
MOTCO History No change 5,554 484 0.04% 0.05% 1347 0 0.0% Q4 2025 Feb 06, 2026
Bienville Capital Management, LLC History Added to 5,525 481 0.08% 0.1% 1350 +43 0.78% Q4 2025 Feb 17, 2026
L2 Asset Management, LLC History Added to 5,515 480 0.06% 0.07% 1351 +373 7.25% Q4 2025 Feb 17, 2026
Stratos Wealth Advisors, LLC History Reduced 5,510 480 0.02% 0.03% 1352 -42 -0.76% Q4 2025 Jan 20, 2026
Hilton Head Capital Partners, LLC History New 5,497 479 0.28% — 1354 +5,497 New Q4 2025 Feb 11, 2026
Inscription Capital, LLC History Added to 5,504 479 0.05% 0.05% 1353 +279 5.34% Q4 2025 Jan 29, 2026
Clearwave Capital, LLC History New 5,482 478 0.35% — 1355 +5,482 New Q4 2025 Mar 02, 2026
SUMMIT WEALTH GROUP LLC / CO History New 5,457 475 0.06% — 1360 +5,457 New Q4 2025 Feb 04, 2026
Frec Markets, Inc. History New 5,451 475 0.14% — 1361 +5,451 New Q4 2025 Feb 17, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History Added to 5,454 475 0.26% 0.13% 1359 +3,047 126.59% Q4 2025 Feb 04, 2026
1ST SOURCE BANK History Reduced 5,451 475 0.02% 0.03% 1356 -50 -0.91% Q4 2025 Feb 05, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 5,457 475 0.03% 0.03% 1357 0 0.0% Q4 2025 Jan 22, 2026
Mathes Company, Inc. History No change 5,450 475 0.17% 0.19% 1358 0 0.0% Q4 2025 Feb 09, 2026
Qtron Investments LLC History Reduced 5,426 473 0.06% 0.09% 1362 -2,105 -27.95% Q4 2025 Feb 12, 2026
Intrua Financial, LLC History Added to 5,433 473 0.05% 0.05% 1363 +168 3.19% Q4 2025 Feb 05, 2026
Clarity Wealth Development LLC History Added to 5,430 473 0.4% 0.46% 1364 +34 0.63% Q4 2025 Feb 11, 2026
Wealth Management Associates, Inc. History No change 5,423 472 0.16% 0.18% 1365 0 0.0% Q4 2025 Jan 20, 2026
SG Trading Solutions, LLC History New 5,396 471 0.11% — 1367 +5,396 New Q4 2025 Feb 24, 2026
DOLIVER ADVISORS, LP History Reduced 5,403 471 0.12% 0.13% 1366 -75 -1.37% Q4 2025 Jan 06, 2026
Bey-Douglas LLC History Added to 5,396 470 0.38% 0.36% 1370 +251 4.88% Q4 2025 Feb 13, 2026
Atlas Brown,Inc. History Added to 5,396 470 0.14% 0.15% 1368 +3 0.06% Q4 2025 Jan 09, 2026
BOS Asset Management, LLC History No change 5,401 470 0.13% 0.14% 1369 0 0.0% Q4 2025 Jan 09, 2026
LeConte Wealth Management, LLC History New 5,356 467 0.31% — 1372 +5,356 New Q4 2025 Jan 15, 2026
Valued Retirements, Inc. History Added to 5,361 467 0.46% 0.55% 1371 +75 1.42% Q4 2025 Feb 09, 2026
Approach Retirement Advisors, LLC History New 5,345 466 0.4% — 1374 +5,345 New Q4 2025 Jan 29, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 5,355 466 0.03% 0.02% 1373 +2,552 91.05% Q4 2025 Feb 09, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 5,334 465 0.01% 0.01% 1375 +270 5.33% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Reduced 5,332 464 0.01% 0.24% 1378 -81,093 -93.83% Q4 2025 Feb 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 5,326 464 0.02% 0.02% 1377 -308 -5.47% Q4 2025 Feb 02, 2026
Argent Advisors, Inc. History Reduced 5,330 464 0.13% 0.16% 1376 -278 -4.96% Q4 2025 Feb 11, 2026
Pinnacle West Asset Management, Inc. History Reduced 5,310 463 0.3% 0.33% 1380 -100 -1.85% Q4 2025 Feb 10, 2026
DUNCKER STREETT & CO INC History No change 5,315 463 0.08% 0.09% 1379 0 0.0% Q4 2025 Jan 27, 2026
Gratus Wealth Advisors, LLC History Added to 5,296 461 0.06% 0.07% 1382 +301 6.03% Q4 2025 Feb 04, 2026
ALTFEST L J & CO INC History Reduced 5,290 461 0.05% 0.06% 1381 -267 -4.8% Q4 2025 Jan 23, 2026
Moss Adams Wealth Advisors LLC History Reduced 5,268 459 0.03% 0.04% 1383 -130 -2.41% Q4 2025 Jan 26, 2026
Austin Private Wealth, LLC History Added to 5,256 458 0.03% 0.04% 1385 +135 2.64% Q4 2025 Jan 20, 2026
HARTLINE INVESTMENT CORP/ History No change 5,260 458 0.05% 0.05% 1384 0 0.0% Q4 2025 Feb 09, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History No change 5,250 457 0.09% 0.08% 1386 0 0.0% Q4 2025 Feb 12, 2026
Klingman & Associates, LLC History Added to 5,236 456 0.02% 0.02% 1387 +650 14.17% Q4 2025 Jan 29, 2026
PSI Advisors, LLC History Reduced 5,214 454 0.11% 0.13% 1388 -35 -0.67% Q4 2025 Feb 09, 2026
Eastover Investment Advisors LLC History No change 5,185 452 0.2% 0.21% 1389 0 0.0% Q4 2025 Jan 12, 2026
Cohen Investment Advisors LLC History Reduced 5,173 451 0.21% 0.24% 1390 -26 -0.5% Q4 2025 Jan 15, 2026
Robertson Stephens Wealth Management, LLC History Added to 5,167 450 0.01% 0.01% 1391 +268 5.47% Q4 2025 Feb 02, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 5,158 449 0.09% 0.11% 1394 -442 -7.89% Q4 2025 Feb 04, 2026
TBH Global Asset Management, LLC History Reduced 5,159 449 0.07% 0.1% 1392 -425 -7.61% Q4 2025 Jan 29, 2026
Cladis Investment Advisory, LLC History No change 5,160 449 0.25% 0.28% 1393 0 0.0% Q4 2025 Feb 13, 2026
GHP Investment Advisors, Inc. History Reduced 5,142 448 0.02% 0.02% 1395 -29 -0.56% Q4 2025 Jan 27, 2026
WealthTrust Axiom LLC History No change 5,138 448 0.12% 0.13% 1396 0 0.0% Q4 2025 Feb 13, 2026
Bath Savings Trust Co History Reduced 5,118 446 0.04% 0.05% 1397 -557 -9.81% Q4 2025 Jan 12, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Reduced 5,105 445 0.08% 0.1% 1398 -528 -9.37% Q4 2025 Jan 21, 2026
MBM WEALTH CONSULTANTS, LLC History Added to 5,105 445 0.11% 0.11% 1399 +445 9.55% Q4 2025 Jan 26, 2026
Pinnacle Wealth Management Group, Inc. History No change 5,104 445 0.22% 0.25% 1400 0 0.0% Q4 2025 Jan 23, 2026
Ridge Creek Global, Inc History New 5,099 444 0.37% — 1402 +5,099 New Q4 2025 Feb 13, 2026
WILKINS INVESTMENT COUNSEL INC History No change 5,100 444 0.06% 0.07% 1401 0 0.0% Q4 2025 Feb 02, 2026
Charles Schwab Trust Co History Added to 5,060 441 0.03% 0.03% 1404 +948 23.05% Q4 2025 Jan 09, 2026
First Fiduciary Investment Counsel, Inc. History No change 5,060 441 0.09% 0.09% 1403 0 0.0% Q4 2025 Jan 30, 2026
PGIM Custom Harvest LLC History Added to 5,056 440 0.01% 0.01% 1406 +471 10.27% Q4 2025 Feb 17, 2026
COZAD ASSET MANAGEMENT INC History No change 5,050 440 0.03% 0.04% 1405 0 0.0% Q4 2025 Feb 13, 2026
Fjell Capital, LLC History Added to 5,043 439 0.34% 0.35% 1407 +885 21.28% Q4 2025 Jan 12, 2026
Wynn Capital, LLC History No change 5,026 438 0.21% 0.23% 1408 0 0.0% Q4 2025 Jan 13, 2026
Hartford Financial Management Inc. History No change 5,000 436 0.11% 0.13% 1409 0 0.0% Q4 2025 Jan 21, 2026
Rithm Capital Corp. History No change 5,000 436 1.02% 0.96% 1410 0 0.0% Q4 2025 Feb 17, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History No change 5,000 436 0.03% 0.03% 1411 0 0.0% Q4 2025 Jan 23, 2026
Walser Wealth Management Company, A Ltd Liability Co History New 4,995 435 0.23% — 1414 +4,995 New Q4 2025 Feb 23, 2026
Legacy Financial Advisors, Inc. History Reduced 4,990 435 0.06% 0.08% 1412 -766 -13.31% Q4 2025 Feb 04, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Reduced 4,989 435 0.45% 0.52% 1413 -550 -9.93% Q4 2025 Jan 20, 2026
RESOLUTE CAPITAL, LLC History New 4,983 434 0.18% — 1416 +4,983 New Q4 2025 Feb 10, 2026
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co History No change 4,884 434 0.3% 0.3% 1415 0 0.0% Q4 2025 Jan 20, 2026
Veracity Capital LLC History Added to 4,964 432 0.13% 0.15% 1417 +39 0.79% Q4 2025 Jan 29, 2026
RWA WEALTH PARTNERS, LLC History Added to 4,953 431 0.0% 0.0% 1418 +345 7.49% Q4 2025 Feb 12, 2026
Bank of New Hampshire History New 4,932 430 0.1% — 1420 +4,932 New Q4 2025 Mar 16, 2026
Penobscot Investment Management Company, Inc. History No change 4,935 430 0.03% 0.04% 1419 0 0.0% Q4 2025 Jan 27, 2026
Bridgewater Advisors Inc. History Reduced 5,214 429 0.03% 0.03% 1421 -223 -4.1% Q4 2025 Jan 23, 2026
Bill Few Associates, Inc. History Reduced 4,913 428 0.11% 0.13% 1423 -620 -11.21% Q4 2025 Jan 12, 2026
Prosperity Financial Group, Inc. History Reduced 4,911 428 0.15% 0.18% 1424 -244 -4.73% Q4 2025 Jan 26, 2026
LEE DANNER & BASS INC History No change 4,920 428 0.03% 0.03% 1422 0 0.0% Q4 2025 Jan 29, 2026
Fusion Capital, LLC History Added to 4,899 427 0.12% 0.13% 1425 +12 0.25% Q4 2025 Feb 04, 2026
AdviceOne Advisory Services, LLC History No change 4,900 427 0.25% 0.31% 1426 0 0.0% Q4 2025 Jan 08, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 4,875 425 0.02% 0.03% 1428 -1,198 -19.73% Q4 2025 Jan 26, 2026
SteelPeak Wealth, LLC History Reduced 4,882 425 0.01% 0.02% 1427 -381 -7.24% Q4 2025 Jan 20, 2026
McGowan Group Asset Management, Inc. History Added to 4,872 424 0.05% 0.06% 1430 +29 0.6% Q4 2025 Jan 29, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 4,866 424 0.03% 0.03% 1429 0 0.0% Q4 2025 Jan 21, 2026
RF&L WEALTH MANAGEMENT, LLC History New 4,852 423 0.24% — 1432 +4,852 New Q4 2025 Jan 09, 2026
Worth Financial Advisory Group, LLC History Reduced 4,857 423 0.2% 0.33% 1431 -1,297 -21.08% Q4 2025 Jan 16, 2026
SHRIER WEALTH MANAGEMENT, LLC History New 4,850 422 0.17% — 1435 +4,850 New Q4 2025 Jan 15, 2026
Legacy Trust History Added to 4,841 422 0.08% 0.08% 1433 +320 7.08% Q4 2025 Jan 22, 2026
Wealthspire Retirement, LLC History Reduced 4,840 422 0.03% 0.03% 1434 -32 -0.66% Q4 2025 Feb 18, 2026
Claris Financial LLC History Added to 4,829 421 0.22% 0.26% 1436 +10 0.21% Q4 2025 Feb 19, 2026
Forum Financial Management, LP History Added to 4,817 420 0.01% 0.01% 1438 +260 5.71% Q4 2025 Jan 27, 2026
SIGMA INVESTMENT COUNSELORS INC History Added to 4,818 420 0.02% 0.02% 1437 +10 0.21% Q4 2025 Feb 03, 2026
VeraBank, N.A. History Added to 4,810 419 0.08% 0.08% 1442 +548 12.86% Q4 2025 Feb 11, 2026
RB Capital Management, LLC History Reduced 4,816 419 0.08% 0.1% 1440 -52 -1.07% Q4 2025 Feb 03, 2026
Seelaus Asset Management LLC History Added to 4,808 419 0.33% 0.36% 1441 +15 0.31% Q4 2025 Feb 04, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 4,807 419 0.04% 0.04% 1439 0 0.0% Q4 2025 Jan 12, 2026
Capital Investment Counsel, Inc History Reduced 4,805 418 0.05% 0.06% 1444 -233 -4.62% Q4 2025 Jan 23, 2026
CIM INVESTMENT MANAGEMENT INC History No change 4,804 418 0.11% 0.12% 1443 0 0.0% Q4 2025 Feb 17, 2026
Nadler Financial Group, Inc. History No change 4,775 416 0.04% 0.04% 1445 0 0.0% Q4 2025 Jan 28, 2026
CMG Global Holdings, LLC History No change 4,610 416 0.18% 0.22% 1446 0 0.0% Q4 2025 Feb 05, 2026
SmartHarvest Portfolios, LLC History New 4,771 415 0.14% — 1447 +4,771 New Q4 2025 Feb 12, 2026
Resolute Wealth Strategies, LLC History Added to 4,756 414 0.18% 0.21% 1448 +5 0.11% Q4 2025 Feb 06, 2026
Wright Wealth LLC History New 4,721 411 0.27% — 1449 +4,721 New Q4 2025 Feb 13, 2026
WAYCROSS PARTNERS, LLC History Reduced 4,709 410 0.03% 1.32% 1451 -157,309 -97.09% Q4 2025 Jan 14, 2026
OneAscent Family Office, LLC History Added to 4,709 410 0.28% 0.36% 1452 +28 0.6% Q4 2025 Feb 11, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 4,710 410 0.09% 0.1% 1450 0 0.0% Q4 2025 Feb 11, 2026
Manske Wealth Management History No change 4,707 410 0.12% 0.14% 1453 0 0.0% Q4 2025 Feb 03, 2026
Farringdon Capital, Ltd. History Reduced 4,684 408 0.1% 0.6% 1455 -20,370 -81.3% Q4 2025 Feb 17, 2026
Probity Advisors, Inc. History Reduced 4,680 408 0.07% 0.08% 1454 -222 -4.53% Q4 2025 Jan 27, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 4,677 407 0.03% 0.03% 1456 -260 -5.27% Q4 2025 Feb 05, 2026
Tranquility Partners, LLC History No change 4,665 406 0.15% 0.15% 1457 0 0.0% Q4 2025 Feb 03, 2026
Cynosure Group, LLC History New 4,648 405 0.04% — 1459 +4,648 New Q4 2025 Feb 17, 2026
THOMAS STORY & SON LLC History No change 4,650 405 0.15% 0.16% 1458 0 0.0% Q4 2025 Jan 26, 2026
MKT Advisors LLC History Reduced 4,652 404 0.14% 0.16% 1460 -16 -0.34% Q4 2025 Jan 08, 2026
GODSEY & GIBB, INC History Reduced 4,628 403 0.04% 0.04% 1461 -75 -1.59% Q4 2025 Jan 27, 2026
Syntegra Private Wealth Group, LLC History Reduced 4,631 403 0.04% 0.04% 1464 -20 -0.43% Q4 2025 Feb 10, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 4,475 403 0.04% 0.04% 1462 0 0.0% Q4 2025 Feb 13, 2026
Violich Capital Management, Inc. History No change 4,629 403 0.04% 0.05% 1463 0 0.0% Q4 2025 Feb 03, 2026
GAMCO INVESTORS, INC. ET AL History New 8,000 402 0.0% — 1465 +8,000 New Q4 2025 Feb 05, 2026
BLB&B Advisors, LLC History Added to 4,599 401 0.02% 0.02% 1466 +342 8.03% Q4 2025 Jan 26, 2026
Orca Wealth Management, LLC History No change 4,487 401 0.29% 0.32% 1467 0 0.0% Q4 2025 Feb 06, 2026
Wealth Quarterback LLC History Added to 4,587 400 0.14% 0.15% 1468 +366 8.67% Q4 2025 Jan 15, 2026
Rosenberg Matthew Hamilton History Reduced 4,596 400 0.08% 0.1% 1469 -228 -4.73% Q4 2025 Jan 05, 2026
Palumbo Wealth Management LLC History Added to 4,594 400 0.1% 0.12% 1470 +58 1.28% Q4 2025 Jan 21, 2026
Soltis Investment Advisors LLC History Reduced 4,581 399 0.03% 0.03% 1472 -38 -0.82% Q4 2025 Apr 02, 2026
McKinley Carter Wealth Services, Inc. History Added to 4,576 399 0.02% 0.02% 1471 +5 0.11% Q4 2025 Feb 06, 2026
Wealth Advisory Team LLC History New 4,566 398 0.35% — 1473 +4,566 New Q4 2025 Feb 05, 2026
Bayforest Capital Ltd History Reduced 4,572 398 0.3% 0.26% 1474 -1,177 -20.47% Q4 2025 Jan 27, 2026
Wealth Management Nebraska History Added to 4,562 397 0.05% 0.04% 1475 +1,018 28.72% Q4 2025 Jan 28, 2026
SCS Capital Management LLC History Reduced 4,547 396 0.0% 0.01% 1476 -927 -16.93% Q4 2025 Feb 10, 2026
Sara-Bay Financial History Added to 4,531 396 0.12% 0.11% 1480 +398 9.63% Q4 2025 Jan 20, 2026
Gradient Investments LLC History Reduced 4,546 396 0.01% 0.01% 1477 -167 -3.54% Q4 2025 Jan 08, 2026
Truvestments Capital LLC History Added to 4,546 396 0.07% 0.08% 1478 +23 0.51% Q4 2025 Feb 13, 2026
Hummer Financial Advisory Services Inc History No change 4,550 396 0.28% 0.31% 1479 0 0.0% Q4 2025 Jan 12, 2026
Bedel Financial Consulting, Inc. History Added to 4,539 395 0.04% 0.05% 1481 +459 11.25% Q4 2025 Jan 28, 2026
J. L. Bainbridge & Co., Inc. History Added to 4,531 395 0.03% 0.04% 1482 +4 0.09% Q4 2025 Jan 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 4,507 393 0.03% 0.02% 1484 +2,283 102.65% Q4 2025 Feb 12, 2026
Rise Advisors, LLC History Reduced 4,512 393 0.14% 0.17% 1483 -359 -7.37% Q4 2025 Feb 11, 2026
MEMBERS WEALTH LLC History Added to 4,449 392 0.25% 0.27% 1485 +24 0.54% Q4 2025 Jan 28, 2026
Huntleigh Advisors, Inc. History Added to 4,495 391 0.07% 0.06% 1486 +518 13.02% Q4 2025 Jan 29, 2026
Coppell Advisory Solutions LLC History Reduced 4,468 391 0.04% 0.05% 1487 -391 -8.05% Q4 2025 Feb 17, 2026
Fortis Advisors, LLC History No change 4,475 390 0.21% 0.24% 1488 0 0.0% Q4 2025 Feb 10, 2026
ASPIRIANT, LLC History New 4,468 389 0.01% — 1489 +4,468 New Q4 2025 Jan 20, 2026
Inspire Advisors, LLC History Reduced 4,458 388 0.04% 0.05% 1492 -524 -10.52% Q4 2025 Feb 13, 2026
Firestone Capital Management History Reduced 4,451 388 0.08% 0.09% 1491 -113 -2.48% Q4 2025 Feb 09, 2026
INVESTMENT HOUSE LLC History No change 4,458 388 0.02% 0.02% 1490 0 0.0% Q4 2025 Feb 06, 2026
Heritage Wealth Management, Inc. History No change 4,456 388 0.11% 0.12% 1493 0 0.0% Q4 2025 Jan 26, 2026
Fonville Wealth Management LLC History No change 4,454 388 0.08% 0.09% 1494 0 0.0% Q4 2025 Jan 23, 2026
Crestwood Advisors Group, LLC History Reduced 4,440 387 0.01% 0.01% 1496 -251 -5.35% Q4 2025 Feb 03, 2026
Sovran Advisors, LLC History Added to 4,369 387 0.03% 0.04% 1498 +156 3.7% Q4 2025 Jan 20, 2026
KMG FIDUCIARY PARTNERS, LLC History Added to 4,445 387 0.03% 0.03% 1497 +16 0.36% Q4 2025 Jan 14, 2026
Willis Investment Counsel History No change 4,447 387 0.02% 0.02% 1495 0 0.0% Q4 2025 Jan 22, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History Reduced 4,434 386 0.04% 0.06% 1500 -2,791 -38.63% Q4 2025 Feb 06, 2026
SPINNAKER TRUST History Added to 4,428 386 0.02% 0.02% 1499 +500 12.73% Q4 2025 Feb 10, 2026
Crews Bank & Trust History No change 4,425 385 0.06% 0.06% 1501 0 0.0% Q4 2025 Jan 21, 2026
Quent Capital, LLC History Reduced 4,404 384 0.03% 0.04% 1503 -17 -0.38% Q4 2025 Jan 29, 2026
TCI Wealth Advisors, Inc. History Reduced 4,415 384 0.02% 0.02% 1502 -6 -0.14% Q4 2025 Feb 02, 2026
SAX WEALTH ADVISORS, LLC History New 4,402 383 0.02% — 1504 +4,402 New Q4 2025 Jan 12, 2026
Premier Path Wealth Partners, LLC History Added to 4,403 383 0.05% 0.05% 1505 +254 6.12% Q4 2025 Jan 22, 2026
Relyea Zuckerberg Hanson LLC History Added to 4,387 382 0.04% 0.04% 1506 +182 4.33% Q4 2025 Jan 20, 2026
Auxano Advisors, LLC History Reduced 4,371 381 0.08% 0.09% 1508 -286 -6.14% Q4 2025 Feb 06, 2026
HALL CAPITAL MANAGEMENT CO INC History Reduced 4,378 381 0.15% 0.16% 1507 -8 -0.18% Q4 2025 Feb 17, 2026
Key Client Fiduciary Advisors, LLC History Added to 4,368 380 0.13% 0.14% 1509 +5 0.11% Q4 2025 Jan 28, 2026
Flaharty Asset Management, LLC History No change 4,350 379 0.05% 0.05% 1510 0 0.0% Q4 2025 Feb 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History Reduced 6,560 378 0.05% 0.05% 1511 -36 -0.55% Q4 2025 Jan 14, 2026
Cypress Capital Group History No change 4,344 378 0.04% 0.05% 1512 0 0.0% Q4 2025 Feb 11, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History New 4,330 377 0.17% — 1515 +4,330 New Q4 2025 Feb 10, 2026
GeoWealth Management, LLC History Reduced 4,330 377 0.01% 0.02% 1513 -359 -7.66% Q4 2025 Feb 17, 2026
Capital Asset Advisory Services LLC History Added to 4,316 377 0.02% 0.02% 1514 +52 1.22% Q4 2025 Jan 09, 2026
Longview Financial Advisors, Inc. History Added to 4,318 376 0.26% 0.29% 1517 +5 0.12% Q4 2025 Feb 02, 2026
Ferguson Shapiro LLC History Added to 4,313 376 0.12% 0.13% 1516 +4 0.09% Q4 2025 Jan 26, 2026
VestGen Investment Management History Added to 4,311 375 0.21% 0.19% 1518 +884 25.8% Q4 2025 Feb 18, 2026
CHAPIN DAVIS, INC. History No change 4,291 374 0.09% 0.1% 1519 0 0.0% Q4 2025 Jan 30, 2026
denkapparat Operations GmbH History New 4,288 373 0.2% — 1520 +4,288 New Q4 2025 Feb 12, 2026
Drake & Associates, LLC History Reduced 4,274 372 0.07% 0.09% 1522 -673 -13.6% Q4 2025 Feb 23, 2026
Asset Dedication, LLC History Added to 4,274 372 0.02% 0.03% 1521 +95 2.27% Q4 2025 Jan 26, 2026
71 West Capital Partners History New 4,260 371 0.02% — 1525 +4,260 New Q4 2025 Feb 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 4,262 371 0.02% 0.02% 1524 +912 27.22% Q4 2025 Jan 23, 2026
Independence Bank of Kentucky History Added to 4,257 371 0.05% 0.05% 1523 +27 0.64% Q4 2025 Jan 20, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 4,251 370 0.13% 0.12% 1526 +1,194 39.06% Q4 2025 Jan 26, 2026
Severin Investments, LLC History Reduced 4,242 369 0.33% 0.68% 1527 -3,881 -47.78% Q4 2025 Feb 09, 2026
NICOLET ADVISORY SERVICES, LLC History Reduced 4,262 369 0.02% 0.04% 1528 -1,032 -19.49% Q4 2025 Feb 13, 2026
GEM Asset Management, LLC History Reduced 4,279 369 0.16% 0.2% 1529 -11 -0.26% Q4 2025 Jan 09, 2026
Southland Equity Partners LLC History Added to 4,227 368 0.07% 0.08% 1530 +43 1.03% Q4 2025 Jan 14, 2026
Meridian Financial Advisors, LLC History No change 4,227 368 0.2% 0.23% 1531 0 0.0% Q4 2025 Jan 23, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 4,218 367 0.23% 0.33% 1532 -773 -15.49% Q4 2025 Jan 28, 2026
Plante Moran Financial Advisors, LLC History Reduced 4,204 366 0.02% 0.03% 1533 -334 -7.36% Q4 2025 Feb 05, 2026
B.O.S.S. Retirement Advisors, LLC History Added to 4,206 366 0.12% 0.09% 1535 +74 1.79% Q4 2025 Feb 02, 2026
4WEALTH ADVISORS, INC. History Reduced 4,197 366 0.31% 0.36% 1536 -51 -1.2% Q4 2025 Jan 21, 2026
Radnor Capital Management, LLC History No change 4,200 366 0.05% 0.06% 1534 0 0.0% Q4 2025 Feb 06, 2026
Level Wealth Management LLC History Added to 4,175 364 0.19% 0.21% 1537 +1 0.02% Q4 2025 Feb 02, 2026
UNIVEST FINANCIAL Corp History Reduced 4,162 362 0.02% 0.02% 1538 -189 -4.34% Q4 2025 Feb 04, 2026
KEYNOTE FINANCIAL SERVICES LLC History Reduced 4,138 360 0.2% 0.24% 1539 -100 -2.36% Q4 2025 Feb 13, 2026
Uniting Wealth Partners, LLC History Added to 4,133 360 0.11% 0.09% 1540 +4 0.1% Q4 2025 Feb 13, 2026
BANYAN CAPITAL MANAGEMENT, INC. History Reduced 4,125 359 0.16% 0.19% 1541 -200 -4.62% Q4 2025 Feb 02, 2026
WEALTHSPAN PARTNERS, LLC History Added to 4,117 359 0.13% 0.15% 1542 +3 0.07% Q4 2025 Jan 27, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 4,108 358 0.02% 0.02% 1543 +1,716 71.74% Q4 2025 Feb 11, 2026
JB Capital LLC History Reduced 4,111 358 0.01% 0.02% 1544 -167 -3.9% Q4 2025 Jan 20, 2026
OMNI 360 Wealth, Inc. History Added to 4,028 356 0.18% 0.19% 1549 +400 11.03% Q4 2025 Jan 29, 2026
KG&L Capital Management,LLC History Reduced 4,131 356 0.09% 0.11% 1547 -280 -6.35% Q4 2025 Jan 23, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History Reduced 4,088 356 0.03% 0.03% 1545 -74 -1.78% Q4 2025 Feb 03, 2026
American Financial Advisors, LLC History Added to 4,086 356 0.05% 0.05% 1546 +23 0.57% Q4 2025 Feb 03, 2026
Walkner Condon Financial Advisors LLC History Added to 4,083 356 0.05% 0.06% 1548 +10 0.25% Q4 2025 Jan 21, 2026
American State Bank (Iowa) History No change 4,081 355 0.17% 0.2% 1550 0 0.0% Q4 2025 Apr 14, 2026
Willis Johnson & Associates, Inc. History Reduced 4,062 354 0.02% 0.02% 1553 -128 -3.05% Q4 2025 Jan 22, 2026
D'Orazio & Associates, Inc. History Added to 4,070 354 0.05% 0.05% 1552 +122 3.09% Q4 2025 Feb 04, 2026
Hanson & Doremus Investment Management History Reduced 4,061 354 0.04% 0.05% 1551 -9 -0.22% Q4 2025 Jan 20, 2026
Acropolis Investment Management, LLC History Added to 4,057 353 0.02% 0.02% 1554 +825 25.53% Q4 2025 Jan 14, 2026
BLUEDOOR PRIVATE WEALTH, LLC History New 4,017 350 0.16% — 1557 +4,017 New Q4 2025 Feb 17, 2026
Campion Asset Management History Reduced 4,015 350 0.24% 0.29% 1556 -299 -6.93% Q4 2025 Feb 17, 2026
Monument Capital Management History No change 4,019 350 0.09% 0.1% 1555 0 0.0% Q4 2025 Jan 26, 2026
Quotient Wealth Partners, LLC History Reduced 4,012 349 0.01% 0.01% 1559 -220 -5.2% Q4 2025 Jan 22, 2026
CABOT WEALTH MANAGEMENT INC History No change 4,005 349 0.04% 0.04% 1558 0 0.0% Q4 2025 Feb 03, 2026
Alchemi Wealth, LLC History New 3,993 348 0.19% — 1562 +3,993 New Q4 2025 Feb 13, 2026
ESL Trust Services, LLC History Reduced 4,000 348 0.07% 0.08% 1561 -243 -5.73% Q4 2025 Feb 10, 2026
Elmwood Wealth Management, Inc. History Reduced 4,000 348 0.11% 0.14% 1560 -180 -4.31% Q4 2025 Jan 08, 2026
GF FUND MANAGEMENT CO. LTD. History New 3,960 345 0.01% — 1563 +3,960 New Q4 2025 Jan 27, 2026
LCM Capital Management Inc History Added to 3,955 344 0.17% 0.18% 1564 +78 2.01% Q4 2025 Jan 29, 2026
United Community Bank History Reduced 4,394 343 0.13% 0.12% 1566 -220 -4.77% Q4 2025 Jan 30, 2026
Trilogy Capital Inc. History Reduced 3,937 343 0.02% 0.02% 1565 -23 -0.58% Q4 2025 Jan 22, 2026
Trust Co of the South History Reduced 3,932 342 0.05% 0.08% 1571 -1,025 -20.68% Q4 2025 Jan 05, 2026
Turning Point Benefit Group, Inc. History Added to 3,924 342 0.18% 0.19% 1572 +652 19.93% Q4 2025 Jan 30, 2026
Plancorp, LLC History Reduced 3,929 342 0.01% 0.01% 1568 -426 -9.78% Q4 2025 Feb 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 3,930 342 0.02% 0.02% 1570 +270 7.38% Q4 2025 Feb 12, 2026
MOGY JOEL R INVESTMENT COUNSEL INC History No change 3,933 342 0.02% 0.02% 1567 0 0.0% Q4 2025 Jan 30, 2026
Live Oak Private Wealth LLC History No change 3,929 342 0.05% 0.05% 1569 0 0.0% Q4 2025 Jan 23, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 3,921 341 0.09% 0.11% 1573 +3 0.08% Q4 2025 Jan 23, 2026
Trust Co History Added to 3,902 340 0.03% 0.01% 1574 +2,724 231.24% Q4 2025 Jan 15, 2026
NorthStar Asset Management LLC /NJ/ History Added to 3,904 340 0.15% 0.16% 1575 +289 7.99% Q4 2025 Feb 10, 2026
MJP ASSOCIATES INC /ADV History Reduced 3,892 339 0.04% 0.05% 1576 -210 -5.12% Q4 2025 Feb 06, 2026
Pinnacle Bancorp, Inc. History Reduced 3,898 339 0.1% 0.11% 1577 -60 -1.52% Q4 2025 Jan 22, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 3,884 338 0.03% 0.04% 1578 -300 -7.17% Q4 2025 Jan 20, 2026
Armstrong, Fleming & Moore, Inc History No change 3,879 338 0.16% 0.18% 1579 0 0.0% Q4 2025 Jan 16, 2026
Symmetry Partners, LLC History Reduced 3,872 337 0.02% 0.04% 1580 -295 -7.08% Q4 2025 Jan 27, 2026
Narwhal Capital Management History No change 3,859 336 0.02% 0.03% 1581 0 0.0% Q4 2025 Jan 30, 2026
Institute for Wealth Management, LLC. History Reduced 3,845 335 0.04% 0.04% 1582 -9 -0.23% Q4 2025 Jan 27, 2026
Tributary Capital Management, LLC History Reduced 3,825 333 0.03% 0.04% 1583 -1,200 -23.88% Q4 2025 Jan 27, 2026
Versant Capital Management, Inc History Reduced 3,818 332 0.04% 0.06% 1585 -1,111 -22.54% Q4 2025 Jan 08, 2026
Acorns Advisers, LLC History Added to 3,811 332 0.0% 0.0% 1584 +540 16.51% Q4 2025 Feb 13, 2026
AA Financial Advisors, LLC History Added to 3,817 332 0.06% 0.07% 1586 +64 1.71% Q4 2025 Jan 14, 2026
Cornerstone Management, Inc. History Added to 3,800 331 0.05% 0.06% 1588 +1 0.03% Q4 2025 Feb 06, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 3,802 331 0.08% 0.09% 1587 0 0.0% Q4 2025 Jan 20, 2026
XTX Topco Ltd History Reduced 3,789 330 0.01% 0.32% 1590 -61,425 -94.19% Q4 2025 Feb 17, 2026
FAGAN ASSOCIATES, INC. History Reduced 3,785 330 0.04% 0.05% 1589 -226 -5.63% Q4 2025 Jan 30, 2026
Virtue Capital Management, LLC History Reduced 3,775 329 0.05% 0.05% 1592 -9,041 -70.54% Q4 2025 Feb 18, 2026
Pekin Hardy Strauss, Inc. History New 3,780 329 0.03% — 1591 +3,780 New Q4 2025 Jan 30, 2026
Byrne Asset Management LLC History Reduced 3,775 329 0.18% 0.22% 1593 -75 -1.95% Q4 2025 Jan 12, 2026
CATALYST FINANCIAL PARTNERS LLC History Reduced 3,780 329 0.04% 0.04% 1594 -69 -1.79% Q4 2025 Feb 04, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History No change 3,770 328 0.05% 0.06% 1595 0 0.0% Q4 2025 Feb 02, 2026
O'Brien Greene & Co. Inc History No change 3,750 327 0.1% 0.11% 1596 0 0.0% Q4 2025 Feb 05, 2026
MOR Wealth Management, LLC History New 3,739 326 0.15% — 1598 +3,739 New Q4 2025 Jan 15, 2026
Second Half Financial Partners, LLC History No change 3,749 326 0.14% 0.16% 1597 0 0.0% Q4 2025 Jan 26, 2026
BOURNE LENT ASSET MANAGEMENT INC History No change 3,731 325 0.11% 0.13% 1599 0 0.0% Q4 2025 Jan 14, 2026
Hodges Capital Management Inc. History Reduced 3,725 324 0.03% 0.03% 1600 -525 -12.35% Q4 2025 Feb 11, 2026
Latitude Advisors, LLC History Added to 3,706 323 0.14% 0.16% 1602 +52 1.42% Q4 2025 Jan 27, 2026
Ellis Investment Partners, LLC History Added to 3,714 323 0.06% 0.06% 1601 +20 0.54% Q4 2025 Feb 02, 2026
Vantus Wealth LLC History New 3,701 322 0.24% — 1605 +3,701 New Q4 2025 Feb 10, 2026
WHITE PINE CAPITAL LLC History Added to 3,697 322 0.09% 0.09% 1603 +233 6.73% Q4 2025 Feb 09, 2026
Douglass Winthrop Advisors, LLC History Reduced 3,700 322 0.01% 0.01% 1604 -26 -0.7% Q4 2025 Feb 12, 2026
Peak Retirement Planning, Inc. History Reduced 3,682 321 0.08% 0.1% 1606 -110 -2.9% Q4 2025 Feb 10, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 3,679 320 0.08% 0.09% 1607 +4 0.11% Q4 2025 Jan 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 3,673 320 0.05% 0.06% 1608 0 0.0% Q4 2025 Jan 27, 2026
Connecticut Capital Management Group, LLC History New 3,658 318 0.3% — 1612 +3,658 New Q4 2025 Feb 09, 2026
Stronghold Wealth Management L.L.C. History New 3,650 318 0.47% — 1613 +3,650 New Q4 2025 Feb 06, 2026
Holos Integrated Wealth LLC History Added to 3,653 318 0.18% 0.18% 1611 +562 18.18% Q4 2025 Jan 05, 2026
Magnolia Wealth Management, LLC History Added to 3,656 318 0.19% 0.2% 1610 +164 4.7% Q4 2025 Jan 27, 2026
King Wealth Management Group History Reduced 3,643 318 0.04% 0.05% 1609 -140 -3.7% Q4 2025 Feb 09, 2026
Grandview Asset Management LLC History Added to 3,636 317 0.09% 0.08% 1614 +603 19.88% Q4 2025 Jan 26, 2026
Meadow Creek Wealth Advisors LLC History No change 3,641 317 0.2% 0.24% 1615 0 0.0% Q4 2025 Jan 28, 2026
Arlington Trust Co LLC History Reduced 3,625 316 0.03% 0.1% 1617 -2,015 -35.73% Q4 2025 Jan 30, 2026
KEB ASSET MANAGEMENT, LLC History Added to 3,633 316 0.06% 0.08% 1616 +30 0.83% Q4 2025 Jan 09, 2026
Spectrum Wealth Advisory Group, LLC History Reduced 3,617 315 0.12% 0.18% 1618 -1,093 -23.21% Q4 2025 Feb 11, 2026
Private Wealth Asset Management, LLC History Reduced 3,611 314 0.03% 0.04% 1619 -184 -4.85% Q4 2025 Feb 10, 2026
IFC Advisors LLC History Reduced 3,585 312 0.05% 0.06% 1620 -10 -0.28% Q4 2025 Feb 12, 2026
Good Steward Wealth Advisors,LLC History Reduced 3,575 311 0.21% 0.27% 1622 -601 -14.39% Q4 2025 Jan 22, 2026
Clarius Group, LLC History Added to 3,576 311 0.02% 0.02% 1621 +2 0.06% Q4 2025 Jan 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 3,566 310 0.02% 0.03% 1623 -1,667 -31.86% Q4 2025 Jan 23, 2026
Maridea Wealth Management LLC History Reduced 3,547 309 0.05% 0.08% 1627 -1,982 -35.85% Q4 2025 Jan 08, 2026
Sunbelt Securities, Inc. History Reduced 3,551 309 0.02% 0.02% 1624 -12 -0.34% Q4 2025 Feb 20, 2026
FLC Capital Advisors History Reduced 3,544 309 0.06% 0.07% 1625 -4 -0.11% Q4 2025 Feb 11, 2026
PFC CAPITAL GROUP, INC. History No change 3,550 309 0.13% 0.14% 1626 0 0.0% Q4 2025 Feb 11, 2026
WORLD EQUITY GROUP, INC. History Reduced 3,534 308 0.09% 0.18% 1628 -4,670 -56.92% Q4 2025 Jan 12, 2026
YHB Investment Advisors, Inc. History Reduced 3,535 308 0.02% 0.06% 1629 -4,439 -55.67% Q4 2025 Jan 16, 2026
SATOVSKY ASSET MANAGEMENT LLC History Added to 3,533 308 0.06% 0.07% 1630 +30 0.86% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Added to 3,531 307 0.01% 0.01% 1631 +1,036 41.52% Q4 2025 Jan 06, 2026
MADDEN SECURITIES Corp History Reduced 3,525 307 0.09% 0.1% 1632 -50 -1.4% Q4 2025 Feb 04, 2026
Brookwood Investment Group LLC History Added to 3,501 305 0.04% 0.04% 1635 +500 16.66% Q4 2025 Jan 22, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 3,509 305 0.01% 0.01% 1633 +422 13.67% Q4 2025 Feb 12, 2026
St. Louis Trust Co History No change 3,500 305 0.03% 0.04% 1634 0 0.0% Q4 2025 Feb 09, 2026
Wayfinding Financial, LLC History Reduced 3,494 304 0.13% 0.14% 1637 -1 -0.03% Q4 2025 Feb 12, 2026
Integris Wealth Management, LLC History No change 3,488 304 0.07% 0.08% 1636 0 0.0% Q4 2025 Jan 21, 2026
Belleair Asset Management, LLC History New 3,480 303 0.29% — 1639 +3,480 New Q4 2025 Jan 30, 2026
POWER WEALTH MANAGEMENT LLC History Added to 3,477 303 0.11% 0.12% 1638 +18 0.52% Q4 2025 Feb 17, 2026
Schonfeld Strategic Advisors LLC History Reduced 3,454 301 0.0% 0.04% 1640 -68,069 -95.17% Q4 2025 Feb 17, 2026
Cromwell Holdings LLC History Reduced 3,459 301 0.16% 0.18% 1641 -127 -3.54% Q4 2025 Jan 20, 2026
Resonant Capital Advisors, LLC History Reduced 3,448 300 0.02% 0.03% 1644 -1,161 -25.19% Q4 2025 Jan 29, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 3,443 300 0.11% 0.12% 1642 -53 -1.52% Q4 2025 Feb 09, 2026
Cannon Wealth Management Services, LLC History Reduced 3,448 300 0.21% 0.25% 1645 -18 -0.52% Q4 2025 Jan 27, 2026
WealthBridge Capital Management, LLC History No change 3,443 300 0.07% 0.08% 1643 0 0.0% Q4 2025 Jan 21, 2026
Cedar Mountain Advisors, LLC History Added to 3,438 299 0.06% 0.06% 1646 +13 0.38% Q4 2025 Feb 11, 2026
Financial Engines Advisors L.L.C. History Reduced 3,408 297 0.0% 0.0% 1647 -2,105 -38.18% Q4 2025 Feb 12, 2026
BECK MACK & OLIVER LLC History No change 3,400 296 0.01% 0.01% 1648 0 0.0% Q4 2025 Feb 12, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 3,374 294 0.0% 0.01% 1649 -74 -2.15% Q4 2025 Jan 13, 2026
Signal Advisors Wealth, LLC History Reduced 3,373 294 0.02% 0.03% 1651 -55 -1.6% Q4 2025 Jan 13, 2026
Financial Harvest, LLC History Reduced 3,378 294 0.18% 0.22% 1653 -3 -0.09% Q4 2025 Feb 10, 2026
APPLETON PARTNERS INC/MA History No change 3,375 294 0.02% 0.02% 1650 0 0.0% Q4 2025 Jan 09, 2026
DLK Investment Management, LLC History No change 3,375 294 0.11% 0.12% 1652 0 0.0% Q4 2025 Jan 14, 2026
Code Waechter LLC History Reduced 3,354 292 0.19% 0.25% 1657 -532 -13.69% Q4 2025 Jan 26, 2026
SENTRY INVESTMENT MANAGEMENT LLC History Added to 3,345 292 0.19% 0.18% 1654 +501 17.62% Q4 2025 Feb 04, 2026
Fortitude Advisory Group L.L.C. History Added to 3,350 292 0.12% 0.17% 1656 +22 0.66% Q4 2025 Feb 13, 2026
Stonebridge Capital Advisors LLC History No change 3,353 292 0.02% 0.02% 1655 0 0.0% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 3,345 291 0.0% 0.0% 1659 -124 -3.57% Q4 2025 Feb 02, 2026
DF DENT & CO INC History No change 3,341 291 0.0% 0.0% 1658 0 0.0% Q4 2025 Feb 17, 2026
SUMMIT SECURITIES GROUP LLC History Added to 3,334 290 0.04% 0.04% 1661 +1,438 75.84% Q4 2025 Feb 17, 2026
Founders Financial Alliance, LLC History Added to 3,333 290 0.05% 0.04% 1663 +886 36.21% Q4 2025 Feb 12, 2026
MidWestOne Financial Group, Inc. History Reduced 3,332 290 0.03% 0.04% 1660 -200 -5.66% Q4 2025 Feb 12, 2026
Madrona Financial Services, LLC History Reduced 3,330 290 0.06% 0.07% 1662 -59 -1.74% Q4 2025 Jan 22, 2026
Mallini Complete Financial Planning LLC History Added to 3,331 290 0.23% 0.25% 1664 +18 0.54% Q4 2025 Jan 06, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 3,317 289 0.12% 0.15% 1667 -550 -14.22% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 3,318 289 0.01% 0.01% 1666 +261 8.54% Q4 2025 Jan 30, 2026
CAPITAL CITY TRUST CO/FL History Reduced 3,321 289 0.06% 0.08% 1665 -46 -1.37% Q4 2025 Feb 03, 2026
Kovitz Investment Group Partners, LLC History Reduced 3,307 288 0.01% 0.03% 1669 -84,166 -96.22% Q4 2025 Feb 20, 2026
AMG National Trust Bank History Added to 3,303 288 0.01% 0.01% 1668 +191 6.14% Q4 2025 Jan 30, 2026
Alpha Omega Wealth Management LLC History No change 3,307 288 0.05% 0.05% 1670 0 0.0% Q4 2025 Jan 22, 2026
CDKV HOLDINGS LLC History New 3,294 287 0.24% — 1675 +3,294 New Q4 2025 Feb 17, 2026
Richard Young Associates, Ltd. History New 3,292 287 0.22% — 1674 +3,292 New Q4 2025 Feb 05, 2026
FSA Investment Group, LLC History Added to 3,293 287 0.17% 0.19% 1673 +47 1.45% Q4 2025 Jan 13, 2026
Westside Investment Management, Inc. History Added to 3,295 287 0.05% 0.05% 1672 +9 0.27% Q4 2025 Jan 23, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 3,298 287 0.03% 0.03% 1671 0 0.0% Q4 2025 Jan 12, 2026
Total Clarity Wealth Management, Inc. History Added to 3,283 286 0.07% 0.08% 1677 +221 7.22% Q4 2025 Feb 02, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 3,281 286 0.09% 0.1% 1679 +3 0.09% Q4 2025 Jan 30, 2026
MBE Wealth Management, LLC History Added to 3,282 286 0.12% 0.13% 1676 +2 0.06% Q4 2025 Jan 21, 2026
Summit Wealth Partners, LLC History No change 3,290 286 0.05% 0.06% 1678 0 0.0% Q4 2025 Jan 27, 2026
Gibbs Wealth Management History Added to 3,270 285 0.07% 0.07% 1681 +11 0.34% Q4 2025 Jan 23, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 3,274 285 0.21% 0.25% 1680 0 0.0% Q4 2025 Feb 10, 2026
Expressive Wealth LLC History New 3,258 284 0.31% — 1685 +3,258 New Q4 2025 Feb 09, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 3,257 284 0.09% 0.13% 1684 +39 1.21% Q4 2025 Jan 08, 2026
Ironsides Asset Advisors, LLC History Added to 3,262 284 0.07% 0.08% 1682 +1 0.03% Q4 2025 Feb 12, 2026
SkyOak Wealth, LLC History No change 3,265 284 0.05% 0.06% 1683 0 0.0% Q4 2025 Feb 05, 2026
WealthPoint Financial, LLC History New 3,250 283 0.25% — 1687 +3,250 New Q4 2025 Feb 19, 2026
NEVILLE RODIE & SHAW INC History No change 3,245 283 0.02% 0.02% 1686 0 0.0% Q4 2025 Jan 06, 2026
Salomon & Ludwin, LLC History Added to 3,257 282 0.02% 0.02% 1688 +668 25.8% Q4 2025 Jan 28, 2026
Leslie Global Wealth, LLC History Reduced 3,235 282 0.13% 0.15% 1689 -155 -4.57% Q4 2025 Feb 02, 2026
Intellus Advisors LLC History No change 3,225 281 0.04% 0.04% 1690 0 0.0% Q4 2025 Feb 06, 2026
Sivia Capital Partners, LLC History Added to 3,221 280 0.06% 0.08% 1691 +36 1.13% Q4 2025 Feb 10, 2026
LOM Asset Management Ltd History No change 3,215 280 0.08% 0.09% 1692 0 0.0% Q4 2025 Jan 23, 2026
Platform Technology Partners History Reduced 3,207 279 0.06% 0.08% 1696 -280 -8.03% Q4 2025 Feb 13, 2026
Biltmore Wealth Management, LLC History Added to 3,201 279 0.11% 0.12% 1695 +3 0.09% Q4 2025 Jan 16, 2026
WEDGEWOOD INVESTORS INC /PA/ History No change 3,200 279 0.32% 0.33% 1693 0 0.0% Q4 2025 Feb 04, 2026
Private Capital Advisors, Inc. History No change 3,200 279 0.03% 0.03% 1694 0 0.0% Q4 2025 Feb 09, 2026
Colonial River Investments, LLC History Added to 3,194 278 0.1% 0.09% 1698 +690 27.56% Q4 2025 Feb 04, 2026
Zhang Financial LLC History No change 3,193 278 0.01% 0.01% 1697 0 0.0% Q4 2025 Feb 10, 2026
LaSalle St. Investment Advisors, LLC History Added to 3,184 277 0.04% 0.04% 1701 +638 25.06% Q4 2025 Feb 17, 2026
Warwick Investment Management, Inc. History Reduced 3,188 277 0.04% 0.06% 1700 -289 -8.31% Q4 2025 Jan 15, 2026
SITTNER & NELSON, LLC History Reduced 3,086 277 0.1% 0.11% 1699 -175 -5.37% Q4 2025 Feb 11, 2026
CYBER HORNET ETFs LLC History Added to 3,158 275 0.16% 0.18% 1704 +176 5.9% Q4 2025 Feb 09, 2026
Nalls Sherbakoff Group, LLC History Added to 3,162 275 0.2% 0.19% 1702 +126 4.15% Q4 2025 Mar 12, 2026
Aspen Grove Capital, LLC History Reduced 3,160 275 0.05% 0.05% 1703 -118 -3.6% Q4 2025 Feb 17, 2026
EAGLE WEALTH STRATEGIES LLC History Reduced 3,156 275 0.13% 0.15% 1705 -12 -0.38% Q4 2025 Jan 06, 2026
WHITTIER TRUST CO History Added to 3,841 274 0.0% 0.0% 1706 +2,650 222.5% Q4 2025 Jan 26, 2026
Choate Investment Advisors History No change 3,151 274 0.01% 0.01% 1707 0 0.0% Q4 2025 Feb 09, 2026
Prospect Financial Services LLC History No change 3,145 274 0.16% 0.17% 1708 0 0.0% Q4 2025 Feb 06, 2026
Coastline Trust Co History No change 3,138 273 0.03% 0.03% 1709 0 0.0% Q4 2025 Jan 05, 2026
Insight Advisors, LLC/ PA History No change 3,137 273 0.04% 0.05% 1710 0 0.0% Q4 2025 Feb 11, 2026
Aurdan Capital Management, LLC History No change 3,139 273 0.08% 0.09% 1711 0 0.0% Q4 2025 Jan 12, 2026
BCS Private Wealth Management, Inc. History Added to 3,130 272 0.09% 0.1% 1713 +100 3.3% Q4 2025 Jan 26, 2026
Financial Partners Group, Inc History Reduced 3,047 272 0.03% 0.04% 1712 -64 -2.06% Q4 2025 Feb 03, 2026
HOWARD BAILEY SECURITIES, LLC History New 3,115 271 0.11% — 1717 +3,115 New Q4 2025 Feb 11, 2026
Segment Wealth Management, LLC History New 3,110 271 0.02% — 1715 +3,110 New Q4 2025 Jan 29, 2026
MCF Advisors LLC History Added to 3,112 271 0.01% 0.01% 1716 +656 26.71% Q4 2025 Feb 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 3,111 271 0.01% 0.01% 1714 -291 -8.55% Q4 2025 Feb 06, 2026
SageGuard Financial Group, LLC History New 3,104 270 0.04% — 1719 +3,104 New Q4 2025 Jan 27, 2026
Colonial Trust Co / SC History Added to 3,100 270 0.04% 0.04% 1720 +22 0.71% Q4 2025 Feb 12, 2026
SAPIENT CAPITAL LLC History Added to 3,092 270 0.0% 0.0% 1721 +22 0.72% Q4 2025 Feb 05, 2026
Brendel Financial Advisors LLC History No change 3,100 270 0.13% 0.15% 1718 0 0.0% Q4 2025 Jan 26, 2026
BUFFALO BUSINESS & ESTATE SERVICES LTD History New 3,096 269 0.04% — 1725 +3,096 New Q4 2025 Jan 21, 2026
Value Investment Professionals, LLC History New 3,094 269 0.28% — 1727 +3,094 New Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History New 3,092 269 0.02% — 1722 +3,092 New Q4 2025 Feb 17, 2026
Financial Planning Hawaii, Inc. History New 3,090 269 0.15% — 1726 +3,090 New Q4 2025 Jan 15, 2026
Gilman Hill Asset Management, LLC History Added to 3,095 269 0.04% 0.04% 1723 +111 3.72% Q4 2025 Jan 12, 2026
Zullo Investment Group, Inc. History Reduced 3,085 269 0.1% 0.11% 1724 -39 -1.25% Q4 2025 Jan 26, 2026
Sound Portfolio Advisors, LLC History New 3,079 268 0.23% — 1731 +3,079 New Q4 2025 Feb 05, 2026
KLCM Advisors, Inc. History Reduced 3,074 268 0.02% 0.03% 1728 -354 -10.33% Q4 2025 Feb 04, 2026
Capital Planning Advisors, LLC History Added to 3,076 268 0.04% 0.04% 1729 +103 3.46% Q4 2025 Feb 17, 2026
Duncan Williams Asset Management, LLC History Added to 2,969 268 0.07% 0.08% 1730 +12 0.41% Q4 2025 Feb 05, 2026
Tulsa Wealth Advisors, INC History New 3,072 267 0.09% — 1732 +3,072 New Q4 2025 Mar 03, 2026
LEIGH BALDWIN & CO., LLC History Reduced 3,045 266 0.17% 0.17% 1733 -161 -5.02% Q4 2025 Feb 12, 2026
Kaydan Wealth Management, Inc. History Added to 3,051 266 0.08% 0.08% 1734 +1 0.03% Q4 2025 Jan 12, 2026
Vermillion Wealth Management, Inc. History Reduced 3,041 265 0.11% 0.08% 1737 -9,998 -76.68% Q4 2025 Feb 11, 2026
W.G. Shaheen & Associates DBA Whitney & Co History New 3,050 265 0.02% — 1736 +3,050 New Q4 2025 Jan 30, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 3,040 265 0.0% 0.0% 1735 +272 9.83% Q4 2025 Feb 03, 2026
STAR Financial Bank History Reduced 3,040 265 0.14% 0.18% 1739 -260 -7.88% Q4 2025 Feb 13, 2026
Brown Financial Advisory History No change 3,043 265 0.13% 0.15% 1738 0 0.0% Q4 2025 Jan 29, 2026
FSA Advisors, Inc. History New 3,022 263 0.18% — 1741 +3,022 New Q4 2025 Feb 02, 2026
Rossmore Private Capital History No change 3,024 263 0.02% 0.03% 1740 0 0.0% Q4 2025 Feb 05, 2026
CULTIVAR CAPITAL, INC. History Reduced 3,005 262 0.17% 0.19% 1742 -40 -1.31% Q4 2025 Jan 09, 2026
Bellecapital International Ltd. History New 3,000 261 0.05% — 1746 +3,000 New Q4 2025 Feb 02, 2026
55 North Private Wealth, LLC History New 3,000 261 0.07% — 1749 +3,000 New Q4 2025 Jan 27, 2026
Ridgeline Wealth, LLC History Added to 3,002 261 0.18% 0.2% 1747 +100 3.45% Q4 2025 Jan 08, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 3,000 261 0.01% 0.01% 1743 0 0.0% Q4 2025 Feb 10, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 3,002 261 0.11% 0.12% 1744 0 0.0% Q4 2025 Feb 04, 2026
Asset Management Advisors, LLC History No change 3,000 261 0.16% 0.17% 1745 0 0.0% Q4 2025 Jan 06, 2026
KKM Financial LLC History No change 3,001 261 0.05% 0.09% 1748 0 0.0% Q4 2025 Feb 18, 2026
Princeton Global Asset Management LLC History Added to 2,983 260 0.04% 0.05% 1752 +2 0.07% Q4 2025 Jan 20, 2026
KRS Capital Management, LLC History Added to 2,985 260 0.15% 0.17% 1753 +1 0.03% Q4 2025 Jan 15, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 2,991 260 0.05% 0.05% 1750 0 0.0% Q4 2025 Jan 29, 2026
Barnett & Company, Inc. History No change 2,983 260 0.21% 0.22% 1751 0 0.0% Q4 2025 Feb 12, 2026
Astoria Portfolio Advisors LLC. History Reduced 2,728 259 0.06% 0.15% 1757 -3,143 -53.53% Q4 2025 Feb 24, 2026
FIRST AMERICAN TRUST, FSB History Reduced 2,972 259 0.02% 0.03% 1754 -1,734 -36.85% Q4 2025 Feb 11, 2026
Quadrant Private Wealth Management, LLC History Reduced 2,978 259 0.04% 0.06% 1756 -327 -9.89% Q4 2025 Jan 26, 2026
Strategic Advisors LLC History Added to 2,971 259 0.04% 0.04% 1755 +147 5.21% Q4 2025 Feb 10, 2026
Baron Wealth Management LLC History Reduced 2,965 258 0.08% 0.12% 1759 -1,018 -25.56% Q4 2025 Jan 14, 2026
USAdvisors Wealth Management, LLC History Reduced 2,969 258 0.09% 0.1% 1758 -17 -0.57% Q4 2025 Feb 05, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,957 257 0.01% 0.01% 1760 0 0.0% Q4 2025 Feb 09, 2026
HC Advisors, LLC History Reduced 2,938 256 0.18% 0.26% 1761 -1,050 -26.33% Q4 2025 Feb 11, 2026
Philip James Wealth Mangement, LLC History Reduced 2,942 256 0.03% 0.03% 1763 -149 -4.82% Q4 2025 Jan 20, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 2,938 256 0.09% 0.09% 1762 -30 -1.01% Q4 2025 Jan 29, 2026
Elite Financial, Inc. History Added to 2,937 256 0.12% 0.12% 1764 +6 0.2% Q4 2025 Feb 12, 2026
LUTS & GREENLEIGH GROUP, INC. History Added to 2,925 255 0.22% 0.25% 1766 +3 0.1% Q4 2025 Jan 26, 2026
HARVEY INVESTMENT CO LLC History No change 2,926 255 0.03% 0.03% 1765 0 0.0% Q4 2025 Jan 22, 2026
Aster Capital Management (DIFC) Ltd History Added to 2,915 254 0.11% 0.02% 1769 +2,542 681.5% Q4 2025 Feb 17, 2026
Nordwand Advisors, LLC History Reduced 2,921 254 0.04% 0.05% 1767 -100 -3.31% Q4 2025 Feb 03, 2026
HORAN Wealth, LLC History Reduced 2,913 254 0.04% 0.04% 1770 -92 -3.06% Q4 2025 Feb 04, 2026
Davis Investment Partners, LLC History Added to 2,921 254 0.09% 0.09% 1768 +2 0.07% Q4 2025 Jan 06, 2026
Trivium Point Advisory, LLC History New 2,907 253 0.03% — 1772 +2,907 New Q4 2025 Jan 26, 2026
First Citizens Financial Corp History Reduced 2,905 253 0.12% 0.17% 1773 -650 -18.28% Q4 2025 Jan 06, 2026
WealthTrust Asset Management, LLC History Added to 2,902 253 0.18% 0.19% 1774 +4 0.14% Q4 2025 Feb 04, 2026
ARGUS INVESTORS' COUNSEL, INC. History No change 2,905 253 0.2% 0.22% 1771 0 0.0% Q4 2025 Jan 22, 2026
DOVER ADVISORS, LLC History No change 2,911 253 0.1% 0.11% 1775 0 0.0% Q4 2025 Feb 10, 2026
Sompo Asset Management Co., Ltd. History Added to 2,900 252 0.04% 0.04% 1776 +460 18.85% Q4 2025 Feb 13, 2026
Jacobsen Capital Management History Reduced 2,897 252 0.08% 0.09% 1778 -55 -1.86% Q4 2025 Jan 26, 2026
N.E.W. Advisory Services LLC History Added to 2,895 252 0.02% 0.02% 1779 +16 0.56% Q4 2025 Jan 28, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History No change 2,895 252 0.04% 0.05% 1777 0 0.0% Q4 2025 Jan 27, 2026
Ledgewood Wealth Advisors, LLC History No change 2,892 252 0.15% 0.16% 1780 0 0.0% Q4 2025 Jan 16, 2026
Signature Equity Partners, LLC History New 2,888 251 0.14% — 1785 +2,888 New Q4 2025 Feb 17, 2026
SHUFRO ROSE & CO LLC History Reduced 2,879 251 0.02% 0.03% 1781 -748 -20.62% Q4 2025 Feb 09, 2026
FOREFRONT WEALTH MANAGEMENT INC. History Added to 2,880 251 0.18% 0.2% 1783 +3 0.1% Q4 2025 Jan 23, 2026
Hamilton Point Investment Advisors, LLC History No change 2,879 251 0.04% 0.04% 1782 0 0.0% Q4 2025 Feb 12, 2026
Councilmark Asset Management, LLC History No change 2,883 251 0.14% 0.16% 1784 0 0.0% Q4 2025 Feb 09, 2026
SIMON QUICK ADVISORS, LLC History Added to 2,867 250 0.01% 0.01% 1786 +331 13.05% Q4 2025 Jan 29, 2026
44 WEALTH MANAGEMENT LLC History Added to 2,874 250 0.08% 0.09% 1787 +21 0.74% Q4 2025 Feb 09, 2026
New Hampshire Trust History Reduced 2,857 249 0.05% 0.07% 1788 -1,162 -28.91% Q4 2025 Jan 29, 2026
Keystone Financial Group, Inc. History Added to 2,862 249 0.13% 0.15% 1790 +14 0.49% Q4 2025 Jan 16, 2026
Glass Wealth Management Co LLC History No change 2,860 249 0.1% 0.12% 1789 0 0.0% Q4 2025 Feb 04, 2026
Enclave Advisors LLC History Reduced 2,846 248 0.04% 0.05% 1792 -949 -25.01% Q4 2025 Jan 14, 2026
Parkside Financial Bank & Trust History Reduced 2,852 248 0.02% 0.02% 1791 -285 -9.09% Q4 2025 Feb 13, 2026
Optivise Advisory Services LLC History New 2,840 247 0.14% — 1794 +2,840 New Q4 2025 Jan 12, 2026
Beacon Bank & Trust History Reduced 2,843 247 0.05% 0.06% 1793 -91 -3.1% Q4 2025 Feb 17, 2026
Haven Capital Group, Inc. History No change 2,825 246 0.23% 0.24% 1795 0 0.0% Q4 2025 Jan 15, 2026
Octavia Wealth Advisors, LLC History Reduced 2,826 245 0.02% 0.03% 1797 -249 -8.1% Q4 2025 Jan 23, 2026
Strathmore Capital Advisors, Inc. History Reduced 2,817 245 0.08% 0.11% 1800 -56 -1.95% Q4 2025 Feb 13, 2026
Ardent Capital Management, Inc. History Reduced 2,815 245 0.1% 0.11% 1799 -27 -0.95% Q4 2025 Feb 12, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History Reduced 10,959 245 0.07% 0.08% 1796 -12 -0.11% Q4 2025 Feb 04, 2026
Corsicana & Co. History No change 2,820 245 0.14% 0.15% 1798 0 0.0% Q4 2025 Jan 07, 2026
McMillan Office, Inc. History New 2,800 244 0.03% — 1803 +2,800 New Q4 2025 Feb 12, 2026
Worth Asset Management, LLC History Reduced 2,809 244 0.1% 0.12% 1801 -109 -3.74% Q4 2025 Jan 14, 2026
Ipsen Advisor Group LLC History Reduced 2,802 244 0.17% 0.2% 1802 -94 -3.25% Q4 2025 Feb 11, 2026
Royal Fund Management, LLC History New 2,793 243 0.02% — 1805 +2,793 New Q4 2025 Jan 15, 2026
Great Diamond Partners, LLC History Reduced 2,795 243 0.05% 0.05% 1804 -67 -2.34% Q4 2025 Feb 06, 2026
Providence First Trust Co History Reduced 2,780 242 0.08% 0.62% 1807 -16,166 -85.33% Q4 2025 Feb 03, 2026
GERBER, LLC History Added to 2,783 242 0.13% 0.17% 1808 +6 0.22% Q4 2025 Jan 21, 2026
Evanson Asset Management, LLC History No change 2,779 242 0.01% 0.01% 1806 0 0.0% Q4 2025 Jan 12, 2026
EARNED WEALTH ADVISORS, LLC History New 2,774 241 0.08% — 1814 +2,774 New Q4 2025 Jan 27, 2026
INVESTMENT ADVISORY SERVICES INC /TX /ADV History Reduced 2,764 241 0.08% 0.08% 1809 -79 -2.78% Q4 2025 Jan 22, 2026
Rodgers & Associates, LTD History Added to 2,773 241 0.02% 0.03% 1812 +23 0.84% Q4 2025 Jan 22, 2026
BOYAR ASSET MANAGEMENT INC. History No change 2,765 241 0.15% 0.17% 1810 0 0.0% Q4 2025 Feb 13, 2026
CHELSEA COUNSEL CO History No change 2,764 241 0.1% 0.12% 1811 0 0.0% Q4 2025 Feb 24, 2026
Pine Haven Investment Counsel, Inc History No change 2,773 241 0.17% 0.19% 1813 0 0.0% Q4 2025 Jan 08, 2026
Northwest Bancshares, Inc. History No change 2,756 240 0.05% 0.04% 1815 0 0.0% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History Added to 2,752 239 0.04% 0.03% 1818 +612 28.6% Q4 2025 Jan 21, 2026
Strategic Financial Services, Inc. History Reduced 2,655 239 0.01% 0.01% 1817 -39 -1.45% Q4 2025 Feb 09, 2026
Alteri Wealth LLC History Added to 2,746 239 0.08% 0.09% 1819 +24 0.88% Q4 2025 Feb 11, 2026
Liberty Capital Management, Inc. History Reduced 2,744 239 0.04% 0.05% 1816 -12 -0.44% Q4 2025 Jan 26, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Reduced 2,735 238 0.06% 0.12% 1822 -399 -12.73% Q4 2025 Feb 09, 2026
CRA Financial Services, LLC History Reduced 2,733 238 0.03% 0.04% 1821 -150 -5.2% Q4 2025 Jan 16, 2026
PKS Advisory Services, LLC History Reduced 2,734 238 0.05% 0.05% 1820 -10 -0.36% Q4 2025 Feb 02, 2026
Ironwood Investment Counsel, LLC History Reduced 2,726 237 0.03% 0.04% 1824 -125 -4.38% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 2,716 237 0.0% 0.01% 1823 +93 3.55% Q4 2025 Jan 26, 2026
Rothschild Wealth LLC History New 2,717 236 0.02% — 1827 +2,717 New Q4 2025 Feb 17, 2026
Braun-Bostich & Associates Inc. History Added to 2,708 236 0.15% 0.15% 1825 +242 9.81% Q4 2025 Jan 14, 2026
Pavion Blue Capital, LLC History No change 2,715 236 0.1% 0.11% 1826 0 0.0% Q4 2025 Jan 27, 2026
Samalin Investment Counsel, LLC History Added to 2,698 235 0.08% 0.09% 1830 +7 0.26% Q4 2025 Jan 30, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,646 235 0.0% 0.0% 1828 0 0.0% Q4 2025 Jan 28, 2026
Callahan Advisors, LLC History No change 2,700 235 0.02% 0.02% 1829 0 0.0% Q4 2025 Feb 06, 2026
Crew Capital Management, Ltd History No change 2,698 235 0.15% 0.17% 1831 0 0.0% Q4 2025 Jan 16, 2026
VISTA INVESTMENT PARTNERS LLC History No change 2,698 235 0.06% 0.07% 1832 0 0.0% Q4 2025 Jan 16, 2026
Legacy Advisors, LLC History New 2,685 234 0.03% — 1833 +2,685 New Q4 2025 Jan 27, 2026
PFG Private Wealth Management, LLC History New 2,679 233 0.1% — 1834 +2,679 New Q4 2025 Jan 15, 2026
Legacy Edge Advisors, LLC History New 2,679 233 0.03% — 1836 +2,679 New Q4 2025 Feb 02, 2026
PYA Waltman Capital, LLC History No change 2,676 233 0.06% 0.07% 1835 0 0.0% Q4 2025 Feb 13, 2026
ALEXANDER LABRUNERIE & CO., INC. History New 2,669 232 0.08% — 1841 +2,669 New Q4 2025 Mar 26, 2026
NOESIS CAPITAL MANGEMENT CORP History Added to 2,671 232 0.03% 0.03% 1837 +360 15.58% Q4 2025 Feb 05, 2026
Kathmere Capital Management, LLC History Reduced 2,669 232 0.02% 0.02% 1838 -177 -6.22% Q4 2025 Jan 13, 2026
ORG Partners LLC History Reduced 2,668 232 0.04% 0.05% 1840 -155 -5.49% Q4 2025 Jan 14, 2026
Unified Investment Management History Added to 2,661 232 0.23% 0.25% 1842 +2 0.08% Q4 2025 Feb 09, 2026
Waterford Advisors, LLC History No change 2,671 232 0.09% 0.09% 1839 0 0.0% Q4 2025 Feb 20, 2026
KW WEALTH MANAGEMENT LLC History No change 2,664 232 0.35% 0.43% 1843 0 0.0% Q4 2025 Feb 25, 2026
Capital Group Private Client Services, Inc. History Reduced 2,658 231 0.0% 0.01% 1847 -3,957 -59.82% Q4 2025 Feb 11, 2026
DAVIS R M INC History Reduced 2,657 231 0.0% 0.0% 1845 -321 -10.78% Q4 2025 Feb 12, 2026
FIRST MANHATTAN CO. LLC. History Added to 2,660 231 0.0% 0.0% 1844 +85 3.3% Q4 2025 Feb 17, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 2,650 231 0.03% 0.04% 1846 0 0.0% Q4 2025 Feb 12, 2026
Van Diest Capital, LLC History New 2,646 230 0.34% — 1852 +2,646 New Q4 2025 Feb 19, 2026
XXI WEALTH, LLC History New 2,641 230 0.14% — 1850 +2,641 New Q4 2025 Feb 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 2,644 230 0.01% 0.02% 1848 +155 6.23% Q4 2025 Feb 10, 2026
Gryphon Financial Partners LLC History Added to 2,643 230 0.02% 0.03% 1849 +53 2.05% Q4 2025 Jan 08, 2026
Meriwether Wealth & Planning, LLC History Added to 2,642 230 0.13% 0.14% 1851 +15 0.57% Q4 2025 Jan 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 2,628 229 0.01% 0.02% 1856 -557 -17.49% Q4 2025 Jan 20, 2026
V. M. MANNING & CO., INC. History Reduced 2,633 229 0.23% 0.23% 1853 -147 -5.29% Q4 2025 Feb 09, 2026
Advance Capital Management, Inc. History Added to 2,635 229 0.01% 0.01% 1854 +10 0.38% Q4 2025 Jan 06, 2026
Tevis Investment Management History No change 2,425 229 0.14% 0.14% 1855 0 0.0% Q4 2025 Feb 02, 2026
Frederick Financial Consultants, LLC History Reduced 2,616 228 0.12% 0.15% 1859 -260 -9.04% Q4 2025 Feb 10, 2026
Finer Wealth Management, Inc. History Added to 2,615 228 0.11% 0.12% 1858 +11 0.42% Q4 2025 Jan 21, 2026
Nova R Wealth, Inc. History Added to 2,622 228 0.08% 0.11% 1857 +2 0.08% Q4 2025 Jan 14, 2026
Analyst IMS Investment Management Services Ltd. History New 2,606 227 0.01% — 1862 +2,606 New Q4 2025 Jan 20, 2026
Rockbridge Investment Management, LCC History New 2,606 227 0.02% — 1863 +2,606 New Q4 2025 Feb 04, 2026
Mayflower Financial Advisors, LLC History Added to 2,611 227 0.03% 0.03% 1864 +6 0.23% Q4 2025 Jan 13, 2026
CHICKASAW CAPITAL MANAGEMENT LLC History No change 2,600 227 0.01% 0.01% 1860 0 0.0% Q4 2025 Jan 12, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 2,608 227 0.03% 0.04% 1861 0 0.0% Q4 2025 Feb 12, 2026
BARLOW WEALTH PARTNERS, LLC History No change 2,620 227 0.02% 0.03% 1865 0 0.0% Q4 2025 Jan 15, 2026
FLOYD FINANCIAL GROUP LLC History No change 2,411 227 0.15% 0.17% 1866 0 0.0% Q4 2025 Feb 24, 2026
Francis Financial, Inc. History Reduced 2,598 226 0.04% 0.05% 1867 -99 -3.67% Q4 2025 Feb 11, 2026
Buttonwood Financial Advisors Inc. History No change 2,600 226 0.08% 0.08% 1868 0 0.0% Q4 2025 Feb 04, 2026
WealthShield Partners, LLC History Added to 2,590 225 0.02% 0.03% 1869 +2 0.08% Q4 2025 Feb 03, 2026
Delta Investment Management, LLC History Added to 2,581 225 0.04% 0.04% 1870 +1 0.04% Q4 2025 Jan 30, 2026
Longboard Asset Management, LP History No change 2,573 224 1.42% 0.39% 1871 0 0.0% Q4 2025 Jan 16, 2026
Foster Group, Inc. History Reduced 2,565 223 0.01% 0.01% 1874 -210 -7.57% Q4 2025 Jan 12, 2026
Aldebaran Financial Inc. History Added to 2,550 223 0.21% 0.22% 1873 +200 8.51% Q4 2025 Jan 23, 2026
BRIGHTON SECURITIES CORP. History Reduced 2,564 223 0.11% 0.13% 1872 -173 -6.32% Q4 2025 Mar 06, 2026
PATTON FUND MANAGEMENT, INC. History Added to 2,556 222 0.03% 0.04% 1876 +121 4.97% Q4 2025 Jan 23, 2026
Per Stirling Capital Management, LLC. History Added to 2,553 222 0.02% 0.03% 1877 +13 0.51% Q4 2025 Feb 17, 2026
LMCG INVESTMENTS, LLC History No change 2,550 222 0.01% 0.01% 1875 0 0.0% Q4 2025 Feb 03, 2026
Leonteq Securities AG History Added to 2,538 221 0.01% 0.0% 1878 +891 54.1% Q4 2025 Feb 06, 2026
Abacus Planning Group, Inc. History Added to 2,543 221 0.03% 0.03% 1879 +165 6.94% Q4 2025 Jan 16, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 2,540 221 0.07% 0.08% 1881 -40 -1.55% Q4 2025 Jan 29, 2026
Lewis Asset Management, LLC History Added to 2,545 221 0.09% 0.1% 1882 +3 0.12% Q4 2025 Jan 15, 2026
Badgley Phelps Wealth Managers, LLC History Added to 2,536 221 0.0% 0.01% 1880 +1 0.04% Q4 2025 Jan 28, 2026
Eurizon SLJ Capital Ltd History New 2,527 220 0.09% — 1885 +2,527 New Q4 2025 Feb 10, 2026
Everhart Financial Group, Inc. History Reduced 2,532 220 0.02% 0.03% 1883 -808 -24.19% Q4 2025 Jan 07, 2026
Whalen Wealth Management Inc. History Added to 2,528 220 0.12% 0.14% 1884 +22 0.88% Q4 2025 Jan 20, 2026
Continuum Advisory, LLC History Reduced 2,519 219 0.02% 0.03% 1888 -533 -17.46% Q4 2025 Feb 11, 2026
Accel Wealth Management History Added to 2,520 219 0.06% 0.07% 1887 +151 6.37% Q4 2025 Jan 20, 2026
Triton Wealth Management, PLLC History No change 2,449 219 0.08% 0.09% 1886 0 0.0% Q4 2025 Feb 05, 2026
Santori & Peters, Inc. History Added to 2,507 218 0.07% 0.08% 1891 +14 0.56% Q4 2025 Jan 15, 2026
FAYEZ SAROFIM & CO History No change 2,500 218 0.0% 0.0% 1889 0 0.0% Q4 2025 Feb 13, 2026
Godshalk Welsh Capital Management, Inc. History No change 2,500 218 0.12% 0.14% 1890 0 0.0% Q4 2025 Feb 12, 2026
Enhancing Capital LLC History No change 2,500 218 0.16% 0.17% 1892 0 0.0% Q4 2025 Feb 03, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History New 2,490 217 0.05% — 1894 +2,490 New Q4 2025 Jan 12, 2026
Cornerstone Planning Group LLC History Added to 2,462 217 0.03% 0.0% 1893 +2,423 6212.82% Q4 2025 Feb 02, 2026
Monetary Solutions, Ltd History New 2,483 216 0.21% — 1897 +2,483 New Q4 2025 Feb 23, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 2,479 216 0.07% 0.09% 1896 -26 -1.04% Q4 2025 Jan 27, 2026
FORBES J M & CO LLP History No change 2,488 216 0.02% 0.02% 1895 0 0.0% Q4 2025 Jan 21, 2026
ADVISORTRUST PARTNERS, LLC History New 2,476 215 0.09% — 1903 +2,476 New Q4 2025 Mar 10, 2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. History New 2,471 215 0.34% — 1899 +2,471 New Q4 2025 Feb 10, 2026
FDx Advisors, Inc. History Added to 2,463 215 0.11% 0.07% 1900 +153 6.62% Q4 2025 Feb 10, 2026
Wood Tarver Financial Group, LLC History Reduced 2,473 215 0.06% 0.07% 1902 -53 -2.1% Q4 2025 Feb 12, 2026
Stonebrook Private Inc. History Added to 2,475 215 0.05% 0.05% 1901 +26 1.06% Q4 2025 Feb 11, 2026
Indiana Trust & Investment Management Co History No change 2,475 215 0.06% 0.07% 1898 0 0.0% Q4 2025 Jan 21, 2026
Innova Wealth Partners History Added to 2,458 214 0.11% 0.12% 1904 +76 3.19% Q4 2025 Jan 07, 2026
Athena Investment Management History No change 2,458 214 0.11% 0.12% 1905 0 0.0% Q4 2025 Feb 12, 2026
Alpine Bank Wealth Management History No change 2,460 214 0.03% 0.03% 1906 0 0.0% Q4 2025 Jan 15, 2026
Heritage Investment Group, Inc. History New 2,444 213 0.03% — 1909 +2,444 New Q4 2025 Jan 30, 2026
Accredited Investors Inc. History Added to 2,446 213 0.01% 0.01% 1907 +120 5.16% Q4 2025 Feb 05, 2026
Fiduciary Planning LLC History No change 2,453 213 0.06% 0.07% 1908 0 0.0% Q4 2025 Jan 22, 2026
DT Investment Partners, LLC History Added to 2,437 212 0.02% 0.02% 1910 +236 10.72% Q4 2025 Feb 10, 2026
Williams Jones Wealth Management, LLC. History Reduced 2,425 211 0.0% 0.0% 1911 -353 -12.71% Q4 2025 Feb 13, 2026
Curran Financial Partners, LLC History Added to 2,429 211 0.04% 0.04% 1913 +269 12.45% Q4 2025 Jan 22, 2026
OPINICUS CAPITAL, INC. History Added to 2,431 211 0.15% 0.16% 1914 +21 0.87% Q4 2025 Feb 04, 2026
BRIAN LOW FINANCIAL GROUP, LLC History Added to 2,425 211 0.15% 0.18% 1915 +1 0.04% Q4 2025 Feb 13, 2026
Live Oak Investment Partners History No change 2,422 211 0.13% 0.15% 1912 0 0.0% Q4 2025 Jan 29, 2026
Tennessee Valley Asset Management Partners History Reduced 2,409 210 0.03% 0.05% 1918 -1,684 -41.14% Q4 2025 Feb 05, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Reduced 2,415 210 0.08% 0.1% 1916 -379 -13.56% Q4 2025 Jan 22, 2026
Saxony Capital Management, LLC History Reduced 2,409 210 0.13% 0.16% 1917 -128 -5.05% Q4 2025 Jan 15, 2026
Manchester Capital Management LLC History Added to 2,401 209 0.03% 0.03% 1919 +272 12.78% Q4 2025 Feb 11, 2026
Warren Street Wealth Advisors, LLC History Added to 2,400 209 0.06% 0.06% 1920 +262 12.25% Q4 2025 Jan 29, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Reduced 2,405 209 0.04% 0.04% 1922 -8 -0.33% Q4 2025 Feb 06, 2026
Forbes Financial Planning, Inc. History No change 2,404 209 0.12% 0.15% 1921 0 0.0% Q4 2025 Jan 26, 2026
waypoint wealth counsel History Reduced 2,392 208 0.08% 0.09% 1924 -50 -2.05% Q4 2025 Jan 28, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 2,391 208 0.03% 0.03% 1923 0 0.0% Q4 2025 Feb 13, 2026
Greenfield Savings Bank History No change 2,389 208 0.09% 0.1% 1925 0 0.0% Q4 2025 Feb 02, 2026
Partners in Financial Planning History No change 2,386 208 0.04% 0.04% 1926 0 0.0% Q4 2025 Feb 02, 2026
CVA Family Office, LLC History Added to 2,385 207 0.02% 0.03% 1928 +112 4.93% Q4 2025 Jan 12, 2026
Axecap Investments, LLC History Added to 2,377 207 0.13% 0.14% 1929 +19 0.81% Q4 2025 Jan 29, 2026
MPS Loria Financial Planners, LLC History No change 2,374 207 0.05% 0.06% 1927 0 0.0% Q4 2025 Feb 03, 2026
Traveka Wealth, LLC History Reduced 2,365 206 0.08% 0.11% 1932 -209 -8.12% Q4 2025 Jan 08, 2026
Taylor Hoffman Capital Management LLC History Added to 2,366 206 0.06% 0.07% 1934 +166 7.55% Q4 2025 Feb 11, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 2,363 206 0.13% 0.14% 1933 +70 3.05% Q4 2025 Feb 04, 2026
BANK OF STOCKTON History No change 2,370 206 0.06% 0.06% 1930 0 0.0% Q4 2025 Jan 21, 2026
OAK FAMILY ADVISORS, LLC History No change 2,363 206 0.06% 0.06% 1931 0 0.0% Q4 2025 Feb 03, 2026
Vines Capital Management, LLC History New 2,359 205 0.2% — 1937 +2,359 New Q4 2025 Feb 17, 2026
Holland Advisory Services, Inc. History Added to 2,356 205 0.28% 0.28% 1935 +185 8.52% Q4 2025 Jan 12, 2026
William B. Walkup & Associates, Inc. History No change 2,358 205 0.11% 0.12% 1936 0 0.0% Q4 2025 Feb 17, 2026
Guardian Wealth Management, LLC History New 2,346 204 0.06% — 1941 +2,346 New Q4 2025 Jan 20, 2026
Atlanta Consulting Group Advisors, LLC History Added to 2,344 204 0.05% 0.05% 1940 +95 4.22% Q4 2025 Feb 11, 2026
Wealth Architects, LLC History No change 2,348 204 0.02% 0.02% 1938 0 0.0% Q4 2025 Feb 17, 2026
Heartland Bank & Trust Co History No change 2,340 204 0.09% 0.09% 1939 0 0.0% Q4 2025 Feb 03, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 2,327 202 0.09% 0.1% 1945 +19 0.82% Q4 2025 Jan 26, 2026
SONATA CAPITAL GROUP INC History No change 2,325 202 0.07% 0.08% 1942 0 0.0% Q4 2025 Jan 26, 2026
Cottage Street Advisors LLC History No change 2,325 202 0.09% 0.09% 1943 0 0.0% Q4 2025 Jan 26, 2026
R.H. Investment Group, LLC History No change 2,317 202 0.17% 0.19% 1944 0 0.0% Q4 2025 Jan 16, 2026
Magnetar Financial LLC History Reduced 2,309 201 0.0% 0.01% 1947 -8,018 -77.64% Q4 2025 Feb 17, 2026
DGS Capital Management, LLC History New 2,309 201 0.03% — 1949 +2,309 New Q4 2025 Feb 24, 2026
Revolve Wealth Partners, LLC History Reduced 2,305 201 0.02% 0.03% 1948 -234 -9.22% Q4 2025 Jan 20, 2026
PARTHENON LLC History No change 2,307 201 0.02% 0.02% 1946 0 0.0% Q4 2025 Jan 23, 2026
TrustBank History New 2,294 200 0.08% — 1955 +2,294 New Q4 2025 Feb 09, 2026
Legacy Bridge, LLC History Added to 2,300 200 0.08% 0.08% 1950 +205 9.79% Q4 2025 Jan 23, 2026
Stonebridge Financial Planning Group, LLC History Added to 2,300 200 0.07% 0.08% 1951 +40 1.77% Q4 2025 Feb 05, 2026
AllGen Financial Advisors, Inc. History No change 2,300 200 0.05% 0.05% 1952 0 0.0% Q4 2025 Jan 22, 2026
Tudor Financial Inc. History No change 2,300 200 0.1% 0.12% 1953 0 0.0% Q4 2025 Feb 13, 2026
Copia Wealth Management History No change 2,295 200 0.14% 0.16% 1954 0 0.0% Q4 2025 Feb 06, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 2,280 198 0.07% 0.07% 1956 +217 10.52% Q4 2025 Jan 27, 2026
Motiv8 Investments LLC History Added to 2,206 192 0.1% 0.11% 1958 +36 1.66% Q4 2025 Feb 13, 2026
ISLAY CAPITAL MANAGEMENT, LLC History No change 2,203 192 0.11% 0.12% 1957 0 0.0% Q4 2025 Feb 17, 2026
Camelot Portfolios, LLC History No change 2,200 191 0.12% 0.12% 1959 0 0.0% Q4 2025 Jan 29, 2026
VSM Wealth Advisory, LLC History Reduced 2,181 190 0.06% 0.07% 1960 -312 -12.52% Q4 2025 Feb 06, 2026
Stephens Consulting, LLC History Added to 2,164 188 0.06% 0.07% 1961 +17 0.79% Q4 2025 Jan 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 2,155 187 0.01% 0.01% 1962 0 0.0% Q4 2025 Feb 12, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 2,080 181 0.07% 0.09% 1963 -500 -19.38% Q4 2025 Feb 13, 2026
Bogart Wealth, LLC History Added to 2,066 180 0.01% 0.01% 1964 +127 6.55% Q4 2025 Jan 30, 2026
Measured Wealth Private Client Group, LLC History Reduced 2,030 177 0.05% 0.05% 1965 -24 -1.17% Q4 2025 Feb 10, 2026
MRP Capital Investments, LLC History Reduced 2,000 174 0.15% 0.24% 1968 -1,000 -33.33% Q4 2025 Feb 09, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 1,996 174 0.03% 0.04% 1966 0 0.0% Q4 2025 Jan 27, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 2,005 174 0.1% 0.12% 1967 0 0.0% Q4 2025 Feb 13, 2026
TOWER TRUST & INVESTMENT Co History No change 2,006 174 0.11% 0.13% 1969 0 0.0% Q4 2025 Jan 21, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 1,981 172 0.01% 0.01% 1970 0 0.0% Q4 2025 Feb 17, 2026
PROSPERITY BANCSHARES INC History New 1,895 165 0.15% — 1971 +1,895 New Q4 2025 Feb 17, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History Reduced 1,897 165 0.09% 0.11% 1972 -192 -9.19% Q4 2025 Jan 22, 2026
REAP Financial Group, LLC History Added to 1,865 162 0.03% 0.03% 1973 +258 16.05% Q4 2025 Feb 10, 2026
Ransom Advisory, Ltd History No change 1,866 162 0.06% 0.08% 1974 0 0.0% Q4 2025 Jan 06, 2026
Capital Advisors, Ltd. LLC History No change 1,850 161 0.02% 0.02% 1975 0 0.0% Q4 2025 Jan 21, 2026
Keating Financial Advisory Services, Inc. History New 1,809 157 0.02% — 1977 +1,809 New Q4 2025 Feb 09, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 1,807 157 0.04% 0.05% 1976 +24 1.35% Q4 2025 Jan 28, 2026
Tripletail Wealth Management, LLC History Reduced 1,800 156 0.2% 0.21% 1978 -79 -4.2% Q4 2025 Feb 12, 2026
Optiver Holding B.V. History New 1,770 154 0.0% — 1979 +1,770 New Q4 2025 Feb 17, 2026
Community Bank, N.A. History Added to 1,750 152 0.02% 0.02% 1980 +200 12.9% Q4 2025 Feb 04, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,735 151 0.01% 0.01% 1981 +392 29.19% Q4 2025 Feb 06, 2026
S.A. Mason LLC History No change 1,733 151 0.06% 0.07% 1982 0 0.0% Q4 2025 Jan 29, 2026
Silvant Capital Management LLC History No change 1,727 150 0.01% 0.01% 1983 0 0.0% Q4 2025 Feb 13, 2026
RMG Wealth Management LLC History No change 1,672 147 0.02% 0.02% 1984 0 0.0% Q4 2025 Jan 29, 2026
Fortitude Family Office, LLC History Reduced 1,671 145 0.03% 0.04% 1985 -4 -0.24% Q4 2025 Jan 15, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 1,652 144 0.05% 0.05% 1986 +1,402 560.8% Q4 2025 Jan 20, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 1,654 144 0.01% 0.01% 1987 +1 0.06% Q4 2025 Feb 23, 2026
Lloyd Advisory Services, LLC. History Reduced 1,550 135 0.05% 0.17% 1989 -2,181 -58.46% Q4 2025 Feb 06, 2026
Deseret Mutual Benefit Administrators History No change 1,558 135 0.06% 0.06% 1988 0 0.0% Q4 2025 Feb 11, 2026
Center for Financial Planning, Inc. History Added to 1,539 134 0.01% 0.01% 1990 +180 13.25% Q4 2025 Feb 05, 2026
DV EQUITIES, LLC History New 1,533 133 0.02% — 1991 +1,533 New Q4 2025 Feb 17, 2026
Gen-Wealth Partners Inc History Reduced 1,510 131 0.04% 0.05% 1992 -82 -5.15% Q4 2025 Feb 13, 2026
Tanglewood Legacy Advisors, LLC History Added to 1,501 130 0.05% 0.02% 1994 +993 195.47% Q4 2025 Feb 06, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,500 130 0.04% 0.04% 1993 0 0.0% Q4 2025 Jan 15, 2026
Raiffeisen Bank International AG History No change 1,488 130 0.0% 0.0% 1995 0 0.0% Q4 2025 Feb 12, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,482 129 0.01% 0.0% 1997 +594 66.89% Q4 2025 Jan 14, 2026
BARRETT & COMPANY, INC. History No change 1,486 129 0.04% 0.05% 1996 0 0.0% Q4 2025 Jan 28, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 1,450 126 0.06% 0.07% 1998 0 0.0% Q4 2025 Feb 12, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,450 126 0.02% 0.02% 1999 0 0.0% Q4 2025 Feb 10, 2026
Johnson Financial Group, Inc. History Reduced 1,443 125 0.0% 0.06% 2000 -14,451 -90.92% Q4 2025 Feb 12, 2026