SPDR S&P 500 ETF TRUST - SPY

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 896 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.
Showing first 2,000 of 4,793 rows for faster page load. Safety cap is enabled for server stability (2,000 max rows). Back to fast mode.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JANE STREET GROUP, LLC History Reduced 140,570,192 95,857,625 14.48% 14.95% 1 -6,854,236 -4.65% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 113,432,947 77,352,195 8.91% 9.58% 2 -12,336,237 -9.81% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Reduced 107,160,576 73,074,939 17.54% 20.7% 3 -36,181,611 -25.24% Q4 2025 Feb 13, 2026
CTC LLC History Reduced 1,069,987 64,788,340 31.62% 35.26% 4 -1,316,728 -55.17% Q4 2025 Feb 18, 2026
CITADEL ADVISORS LLC History Reduced 57,907,948 39,488,587 5.93% 7.08% 5 -11,926,466 -17.08% Q4 2025 Feb 17, 2026
Belvedere Trading LLC History Reduced 46,114,154 31,446,163 33.77% 45.55% 6 -13,266,803 -22.34% Q4 2025 Feb 10, 2026
JPMORGAN CHASE & CO History Reduced 44,560,422 30,386,644 1.91% 1.98% 7 -5,092,100 -10.26% Q4 2025 Feb 11, 2026
GOLDMAN SACHS GROUP INC History Reduced 41,772,954 28,485,812 3.49% 4.82% 8 -17,338,524 -29.33% Q4 2025 Mar 25, 2026
BlackRock, Inc. History Reduced 31,945,835 21,784,504 0.37% 0.49% 9 -10,428,766 -24.61% Q4 2025 Feb 12, 2026
BANK OF AMERICA CORP /DE/ History Reduced 30,803,699 21,005,658 1.53% 3.08% 10 -37,282,279 -54.76% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 29,324,506 19,996,969 1.19% 1.64% 11 -11,330,026 -27.87% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 28,831,116 19,660,514 3.58% 2.08% 12 +12,402,131 75.49% Q4 2025 Feb 13, 2026
ROYAL BANK OF CANADA History New 25,597,704 17,455,584 2.84% 13 +25,597,704 New Q4 2025 Feb 17, 2026
ALKEON CAPITAL MANAGEMENT LLC History Reduced 22,331,500 15,228,296 24.12% 23.43% 14 -1,568,500 -6.56% Q4 2025 Feb 17, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 20,856,080 14,222,178 27.84% 32.26% 15 -5,160,622 -19.84% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 18,097,399 12,340,978 2.0% 4.22% 16 -22,387,334 -55.3% Q4 2025 Jan 29, 2026
Parallax Volatility Advisers, L.P. History Reduced 15,882,873 10,830,848 21.36% 36.25% 17 -19,995,327 -55.73% Q4 2025 Feb 17, 2026
NORTHERN TRUST CORP History Reduced 13,797,929 9,409,083 1.2% 1.18% 18 -36,159 -0.26% Q4 2025 Feb 17, 2026
BANK OF MONTREAL /CAN/ History Reduced 13,470,562 9,185,845 3.18% 4.06% 19 -2,426,424 -15.26% Q4 2025 Feb 12, 2026
Lido Advisors, LLC History Added to 13,504,732 9,167,287 27.41% 26.87% 20 +633,242 4.92% Q4 2025 Feb 10, 2026
CITIGROUP INC History Added to 10,811,744 7,372,744 3.25% 1.78% 21 +4,811,777 80.2% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 10,364,761 7,067,938 1.93% 1.96% 22 +284,013 2.82% Q4 2025 Feb 11, 2026
HRT FINANCIAL LP History Reduced 7,154,420 4,878,854 15.4% 20.63% 23 -1,270,224 -15.08% Q4 2025 Feb 12, 2026
CARRONADE CAPITAL MANAGEMENT, LP History Added to 7,125,000 4,858,680 66.44% 72.35% 24 +2,425,000 51.6% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Added to 6,894,338 4,701,386 1.98% 0.93% 25 +3,640,339 111.87% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 6,727,201 4,587,412 16.75% 16.29% 26 +1,108,920 19.74% Q4 2025 Feb 17, 2026
Castle Hook Partners LP History Added to 6,383,200 4,352,831 18.08% 7.24% 27 +4,237,600 197.5% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 2,705,549 4,296,191 1.95% 2.19% 28 +576,644 27.09% Q4 2025 Feb 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 5,951,990 4,058,781 2.57% 2.63% 29 +38,624 0.65% Q4 2025 Feb 10, 2026
Capula Management Ltd History Added to 5,920,777 4,037,496 20.23% 10.32% 30 +2,809,063 90.27% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 5,446,550 3,714,111 2.04% 1.25% 31 +2,120,047 63.73% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 5,329,826 3,620,666 1.13% 1.02% 32 +546,265 11.42% Q4 2025 Feb 18, 2026
Bridgewater Associates, LP History Added to 4,455,413 3,038,235 11.08% 6.69% 33 +1,890,325 73.69% Q4 2025 Feb 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 4,292,537 2,927,166 4.9% 5.49% 34 -260,510 -5.72% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 4,255,000 2,901,569 3.24% 8.55% 35 -3,416,600 -44.54% Q4 2025 Feb 17, 2026
FMR LLC History Added to 4,251,971 2,899,504 0.15% 0.14% 36 +278,330 7.0% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 4,243,791 2,893,919 3.39% 3.4% 37 -63,788 -1.48% Q4 2025 Jan 30, 2026
Squarepoint Ops LLC History Reduced 4,155,800 2,833,923 3.02% 3.82% 38 -1,547,600 -27.13% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 4,065,809 2,772,556 1.51% 1.64% 39 +16,409 0.41% Q4 2025 Feb 06, 2026
NOMURA HOLDINGS INC History Added to 4,064,100 2,771,391 3.69% 0.53% 40 +3,550,100 690.68% Q4 2025 Feb 17, 2026
Two Seas Capital LP History Reduced 3,707,000 2,527,877 52.08% 62.05% 41 -2,095,300 -36.11% Q4 2025 Feb 11, 2026
Cresset Asset Management, LLC History Added to 3,639,640 2,488,844 10.49% 10.01% 42 +197,905 5.75% Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 3,292,434 2,245,176 2.99% 3.02% 43 -59,557 -1.78% Q4 2025 Feb 02, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 3,186,896 2,183,816 15.22% 14.72% 44 +286,508 9.88% Q4 2025 Feb 17, 2026
MACKENZIE FINANCIAL CORP History Added to 3,443,915 2,152,295 2.55% 2.49% 45 +355,004 11.49% Q4 2025 Feb 18, 2026
AMERIPRISE FINANCIAL INC History Reduced 3,147,484 2,145,942 0.48% 0.48% 46 -16,628 -0.53% Q4 2025 Feb 17, 2026
Jefferies Financial Group Inc. History Reduced 3,072,090 2,094,919 10.7% 12.47% 47 -894,449 -22.55% Q4 2025 Feb 09, 2026
Creative Planning History Added to 3,014,752 2,055,819 1.47% 1.52% 48 +13,003 0.43% Q4 2025 Feb 17, 2026
ARMISTICE CAPITAL, LLC History Added to 3,000,000 2,045,760 24.34% 24.71% 50 +500,000 20.0% Q4 2025 Feb 17, 2026
FARALLON CAPITAL MANAGEMENT LLC History Reduced 3,000,000 2,045,760 9.65% 9.27% 49 -400,000 -11.76% Q4 2025 Feb 17, 2026
TOMS Capital Investment Management LP History Added to 3,000,000 2,045,760 42.95% 40.17% 51 +400,000 15.38% Q4 2025 Feb 17, 2026
Walleye Trading LLC History Reduced 2,869,368 1,956,679 2.79% 3.05% 52 -140,632 -4.67% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 2,836,810 1,934,581 3.48% 3.46% 53 +182,159 6.86% Q4 2025 Mar 16, 2026
Bank of New York Mellon Corp History Reduced 2,789,879 1,902,474 0.34% 0.33% 54 -7,058 -0.25% Q4 2025 Feb 10, 2026
TD ASSET MANAGEMENT INC History Added to 2,772,002 1,890,283 1.52% 1.45% 55 +95,659 3.57% Q4 2025 Feb 10, 2026
Schonfeld Strategic Advisors LLC History Added to 2,664,020 1,816,648 8.05% 9.44% 56 +169,272 6.79% Q4 2025 Feb 17, 2026
Blackstone Inc. History Added to 2,648,110 1,805,799 7.13% 6.41% 57 +257,887 10.79% Q4 2025 Feb 17, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 2,617,832 1,785,151 13.09% 13.23% 58 0 0.0% Q4 2025 Feb 04, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 2,472,999 1,686,387 0.5% 0.5% 59 -144,891 -5.53% Q4 2025 Feb 10, 2026
Focus Partners Wealth History Added to 2,853,451 1,603,729 1.83% 2.27% 60 +390,597 15.86% Q4 2025 Feb 13, 2026
Pentwater Capital Management LP History Reduced 2,295,000 1,565,006 8.23% 13.12% 61 -1,225,000 -34.8% Q4 2025 Feb 17, 2026
Pathstone Holdings, LLC History New 2,217,428 1,511,304 5.83% 62 +2,217,428 New Q4 2025 Feb 13, 2026
TUDOR INVESTMENT CORP ET AL History Reduced 2,104,530 1,435,121 2.66% 15823.84% 63 -3,011,650 -58.87% Q4 2025 Feb 17, 2026
Cerity Partners LLC History Added to 2,308,649 1,434,680 2.09% 2.15% 64 +121,882 5.57% Q4 2025 Feb 11, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 2,062,000 1,406,119 0.94% 1.05% 65 -175,000 -7.82% Q4 2025 Feb 17, 2026
Sanders Capital, LLC History Added to 2,050,638 1,398,371 1.61% 1.4% 66 +346,738 20.35% Q4 2025 Feb 13, 2026
CREDIT AGRICOLE S A History Reduced 2,047,837 1,396,461 3.17% 4.29% 67 -382,907 -15.75% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 2,007,450 1,368,920 1.5% 1.53% 68 -608,129 -23.25% Q4 2025 Feb 06, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 1,981,811 1,355,371 8.74% 6.64% 69 +675,033 51.66% Q4 2025 Feb 13, 2026
Jain Global LLC History Reduced 1,922,524 1,311,007 6.34% 9.13% 70 -967,476 -33.48% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 1,851,292 1,262,433 1.6% 1.33% 71 +276,598 17.57% Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 1,837,843 1,248,852 1.36% 1.36% 72 +65,698 3.71% Q4 2025 Feb 17, 2026
Polar Asset Management Partners Inc. History New 1,795,000 1,224,046 15.53% 73 +1,795,000 New Q4 2025 Feb 17, 2026
Align Financial, LLC History New 1,200,217 1,200,217 0.7% 74 +1,200,217 New Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,736,693 1,184,285 1.58% 1.58% 75 -99,007 -5.39% Q4 2025 Feb 12, 2026
OLD MISSION CAPITAL LLC History Added to 39,671,800 1,180,026 27.01% 30.9% 76 +7,244,067 22.34% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Added to 1,677,864 1,144,243 1.03% 1.01% 77 +24,430 1.48% Q4 2025 Feb 13, 2026
STATE STREET CORP History Reduced 1,664,891 1,138,649 0.04% 0.04% 78 -79,430 -4.55% Q4 2025 Feb 13, 2026
Calamos Advisors LLC History Reduced 1,667,067 1,112,617 4.18% 4.65% 79 -348,449 -17.29% Q4 2025 Jan 29, 2026
Optiver Holding B.V. History Reduced 1,597,206 1,089,166 0.41% 0.87% 80 -1,663,472 -51.02% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 1,574,256 1,073,516 1.82% 2.09% 81 -226,983 -12.6% Q4 2025 Feb 17, 2026
Finepoint Capital LP History Added to 1,573,200 1,072,796 53.54% 46.26% 82 +365,700 30.29% Q4 2025 Feb 13, 2026
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP History Added to 1,567,017 1,068,580 16.97% 0.68% 83 +1,564,098 53583.35% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Added to 28,350,980 1,061,991 1.44% 1.58% 84 +26,840,141 1776.51% Q4 2025 Mar 09, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 1,519,204 1,035,975 2.86% 2.65% 85 +106,807 7.56% Q4 2025 Feb 05, 2026
Mariner, LLC History Added to 1,509,172 1,029,148 1.23% 1.23% 86 +81,243 5.69% Q4 2025 Feb 13, 2026
BlackBarn Capital Partners LP History Added to 1,500,000 1,022,880 67.27% 59.6% 87 +250,000 20.0% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 1,456,060 992,916 14.81% 12.72% 88 +142,788 10.87% Q4 2025 Feb 17, 2026
MIZUHO SECURITIES USA LLC History Added to 1,387,834 947,523 15.66% 3.36% 89 +1,136,665 452.55% Q4 2025 Feb 09, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 1,369,203 933,569 10.78% 11.64% 90 +44,721 3.38% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 1,331,712 909,194 1.33% 1.26% 91 -37,214 -2.72% Q4 2025 Feb 17, 2026
Verition Fund Management LLC History Added to 1,327,366 905,157 3.55% 1.72% 92 +700,097 111.61% Q4 2025 Feb 13, 2026
Power Alpha Investment Ltd History New 1,314,441 896,343 92.14% 93 +1,314,441 New Q4 2025 Jan 23, 2026
HBK INVESTMENTS L P History Added to 1,263,837 861,835 6.77% 7.26% 94 +270,940 27.29% Q4 2025 Feb 17, 2026
Norinchukin Bank, The History No change 1,233,000 840,807 9.8% 11.02% 95 0 0.0% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 1,224,092 834,732 0.69% 96 +1,224,092 New Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 1,217,388 830,161 7.24% 9.65% 97 -2,264,412 -65.04% Q4 2025 Feb 11, 2026
CastleKnight Management LP History Reduced 1,215,000 828,532 18.35% 19.43% 98 -265,000 -17.91% Q4 2025 Feb 17, 2026
Trust Asset Management LLC History No change 1,211,945 826,449 56.37% 55.49% 99 0 0.0% Q4 2025 Jan 13, 2026
Trustees of Columbia University in the City of New York History Added to 1,211,897 826,416 99.6% 99.69% 100 +231,301 23.59% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 1,146,278 781,670 2.34% 2.2% 101 +57,146 5.25% Q4 2025 Feb 13, 2026
Cohen Klingenstein LLC History Reduced 1,124,873 767,073 23.31% 23.73% 102 -12,190 -1.07% Q4 2025 Jan 20, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 1,104,400 753,112 2.09% 1.38% 103 +316,000 40.08% Q4 2025 Feb 17, 2026
Pure Financial Advisors, LLC History Added to 1,095,116 746,781 135.77% 10.98% 104 +60,413 5.84% Q4 2025 Mar 04, 2026
NATIXIS History Reduced 1,093,876 745,935 2.65% 3.8% 105 -135,508 -11.02% Q4 2025 Feb 13, 2026
FRANKLIN RESOURCES INC History Added to 1,092,410 744,936 0.18% 0.14% 106 +260,656 31.34% Q4 2025 Feb 11, 2026
Swan Global Investments, LLC History Reduced 1,087,712 741,732 21.95% 22.54% 107 -123,205 -10.17% Q4 2025 Feb 11, 2026
TEXAS TREASURY SAFEKEEPING TRUST CO History Added to 1,062,013 724,208 95.55% 95.17% 108 +59,839 5.97% Q4 2025 Feb 13, 2026
BBR PARTNERS, LLC History Added to 1,045,576 712,998 38.26% 39.09% 109 +27,929 2.74% Q4 2025 Feb 11, 2026
Clearline Capital LP History Reduced 1,026,000 699,649 34.51% 46.84% 110 -506,000 -33.03% Q4 2025 Feb 17, 2026
Nishkama Capital, LLC History Reduced 1,021,200 696,376 27.91% 21.24% 111 -317,800 -23.73% Q4 2025 Feb 17, 2026
Greenfield FTC, Inc. History Added to 1,011,584 689,819 90.72% 89.69% 112 +329,032 48.21% Q4 2025 Jan 14, 2026
Hirtle Callaghan & Co LLC History Reduced 1,010,567 689,125 23.46% 24.27% 113 -25,958 -2.5% Q4 2025 Feb 04, 2026
Cavalier Investments, LLC History Added to 983,259 670,503 34.45% 28.87% 114 +941,177 2236.53% Q4 2025 Feb 13, 2026
Analyst IMS Investment Management Services Ltd. History Reduced 961,621 655,748 19.12% 26.14% 115 -300,371 -23.8% Q4 2025 Jan 20, 2026
MAI Capital Management History Added to 952,329 649,412 3.73% 3.33% 116 +150,665 18.79% Q4 2025 Feb 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 949,167 647,255 0.2% 0.22% 117 -82,573 -8.0% Q4 2025 Feb 17, 2026
ALLSTATE CORP History Added to 937,703 639,438 8.73% 6.6% 118 +503,310 115.87% Q4 2025 Feb 09, 2026
Valeo Financial Advisors, LLC History Reduced 935,212 637,601 14.17% 14.31% 119 -8,154 -0.86% Q4 2025 Feb 04, 2026
Alphadyne Asset Management LP History Added to 929,762 634,023 14.82% 4.17% 120 +853,271 1115.52% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 919,437 626,982 0.87% 0.65% 121 +170,031 22.69% Q4 2025 Feb 13, 2026
RPO LLC History Reduced 916,826 625,201 65.4% 63.93% 122 -3,611 -0.39% Q4 2025 Feb 17, 2026
Alberta Investment Management Corp History Reduced 881,320 600,989 3.55% 12.9% 123 -1,826,710 -67.46% Q4 2025 Feb 19, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 879,840 599,980 2.92% 3.94% 124 -351,900 -28.57% Q4 2025 Jan 29, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 874,716 596,530 0.36% 0.37% 125 +60,049 7.37% Q4 2025 Feb 17, 2026
ADVENT CAPITAL MANAGEMENT /DE/ History Added to 860,000 586,451 11.78% 2.29% 126 +702,000 444.3% Q4 2025 Feb 09, 2026
BLAIR WILLIAM & CO/IL History Reduced 857,803 584,952 1.57% 1.52% 127 -1,541 -0.18% Q4 2025 Feb 17, 2026
Philosophy Capital Management LLC History Reduced 8,500 579,632 26.39% 27.29% 128 -1,500 -15.0% Q4 2025 Feb 17, 2026
Freedom Together Foundation History Reduced 847,400 577,859 73.28% 76.11% 129 -150,600 -15.09% Q4 2025 Feb 13, 2026
Hudson Bay Capital Management LP History Reduced 837,984 571,438 1.88% 3.52% 130 -749,716 -47.22% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History Added to 957,724 566,670 8.73% 9.4% 131 +233,045 32.16% Q4 2025 Feb 13, 2026
Pine Ridge Advisers LLC History Added to 823,461 561,534 33.49% 32.67% 132 +3 0.0% Q4 2025 Feb 17, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Reduced 814,345 555,318 45.1% 48.31% 133 -29,410 -3.49% Q4 2025 Feb 17, 2026
GARNET EQUITY CAPITAL HOLDINGS, INC. History New 800,000 545,536 71.42% 134 +800,000 New Q4 2025 Feb 17, 2026
BW Gestao de Investimentos Ltda. History Added to 800,000 545,536 12.31% 5.83% 135 +600,000 300.0% Q4 2025 Feb 10, 2026
SUVRETTA CAPITAL MANAGEMENT, LLC History No change 800,000 545,536 11.17% 13.64% 136 0 0.0% Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 799,091 544,916 3.28% 0.57% 137 +680,382 573.15% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 797,143 543,588 1.03% 1.01% 138 +52,870 7.1% Q4 2025 Feb 17, 2026
PRUDENTIAL FINANCIAL INC History Reduced 784,135 534,718 0.65% 0.62% 139 -2,560 -0.33% Q4 2025 Feb 13, 2026
GLENMEDE TRUST CO NA History New 773,333 527,351 2.5% 140 +773,333 New Q4 2025 Feb 17, 2026
Compass Rose Asset Management, LP History Added to 760,000 518,259 42.17% 6.04% 141 +705,800 1302.21% Q4 2025 Feb 11, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Reduced 753,512 516,965 9.15% 10.35% 142 -132,860 -14.99% Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 742,442 506,286 3.85% 3.73% 143 +83,697 12.71% Q4 2025 Jan 14, 2026
JOURNEY STRATEGIC WEALTH LLC History Reduced 731,788 499,020 13.11% 13.79% 144 -2,144 -0.29% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 730,587 498,201 1.21% 1.25% 145 +27,224 3.87% Q4 2025 Feb 13, 2026
Concentric Capital Strategies, LP History Reduced 724,488 494,042 23.75% 21.89% 146 -10,866 -1.48% Q4 2025 Feb 17, 2026
BANK OF NOVA SCOTIA History Reduced 721,846 492,249 0.73% 1.55% 147 -593,700 -45.13% Q4 2025 Feb 13, 2026
Insight Wealth Partners, LLC History Added to 720,334 491,209 67.32% 31.36% 148 +2,145 0.3% Q4 2025 Feb 17, 2026
Pinnacle Financial Partners, Inc. History New 713,007 486,259 3.67% 149 +713,007 New Q4 2025 Feb 18, 2026
Walleye Capital LLC History Added to 705,924 481,383 1.48% 1.24% 150 +208,342 41.87% Q4 2025 Feb 13, 2026
SCS Capital Management LLC History Added to 704,587 481,209 5.1% 5.12% 151 +129 0.02% Q4 2025 Feb 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 698,790 479,868 0.65% 0.68% 152 -109,254 -13.52% Q4 2025 Jan 08, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 702,909 479,327 0.25% 0.25% 153 +128,776 22.43% Q4 2025 Feb 17, 2026
Members Trust Co History Reduced 702,567 479,094 15.63% 16.2% 154 -36,880 -4.99% Q4 2025 Jan 15, 2026
Cambridge Investment Research Advisors, Inc. History Added to 695,843 474,509 1.25% 1.21% 155 +33,973 5.13% Q4 2025 Feb 05, 2026
MIZUHO MARKETS AMERICAS LLC History Added to 197,457 466,823 9.02% 9.65% 156 +100,551 103.76% Q4 2025 Feb 06, 2026
Janney Montgomery Scott LLC History Added to 683,338 465,982 1.07% 1.02% 157 +38,164 5.92% Q4 2025 Feb 11, 2026
GUGGENHEIM CAPITAL LLC History Added to 671,547 457,941 3.28% 3.13% 158 +23,784 3.67% Q4 2025 Feb 17, 2026
Consolidated Portfolio Review Corp History Added to 668,759 456,040 39.4% 0.6% 159 +661,648 9304.57% Q4 2025 Jan 26, 2026
EASTERLY INVESTMENT PARTNERS LLC History Added to 662,594 451,836 27.73% 21.52% 160 +185,000 38.74% Q4 2025 Feb 10, 2026
Baird Financial Group, Inc. History Added to 647,158 441,309 0.69% 0.66% 161 +27,503 4.44% Q4 2025 Feb 13, 2026
CIBC Private Wealth Group LLC History Added to 644,146 439,256 0.74% 0.26% 162 +417,135 183.75% Q4 2025 Feb 12, 2026
MARK ASSET MANAGEMENT LP History New 625,000 426,200 28.24% 163 +625,000 New Q4 2025 Feb 17, 2026
SUN LIFE FINANCIAL INC History Reduced 624,194 425,651 22.34% 21.54% 164 -9,865 -1.56% Q4 2025 Feb 12, 2026
Apollo Management Holdings, L.P. History New 606,000 413,243 3.38% 165 +606,000 New Q4 2025 Feb 17, 2026
Proem Advisors LLC History New 600,000 409,152 46.48% 166 +600,000 New Q4 2025 Feb 04, 2026
ARISTEIA CAPITAL, L.L.C. History Reduced 600,000 409,116 8.87% 21.83% 167 -800,000 -57.14% Q4 2025 Feb 17, 2026
AMG National Trust Bank History Reduced 587,702 400,765 9.43% 9.66% 168 -8,989 -1.51% Q4 2025 Jan 30, 2026
Private Advisor Group, LLC History Added to 593,209 399,605 1.88% 1.92% 169 +1,569 0.27% Q4 2025 Feb 17, 2026
CANADA LIFE ASSURANCE Co History Reduced 579,187 395,199 0.69% 0.55% 170 -576 -0.1% Q4 2025 Feb 13, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 577,277 393,656 5.67% 10.04% 171 -518,124 -47.3% Q4 2025 Feb 17, 2026
Hackensack Meridian Health, Inc. History Added to 558,000 380,511 34.69% 34.6% 172 +52,500 10.39% Q4 2025 Feb 10, 2026
SG Americas Securities, LLC History Added to 556,326 379,370 0.48% 0.39% 173 +384,564 223.89% Q4 2025 Jan 09, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 552,897 377,031 0.53% 1.21% 174 -668,076 -54.72% Q4 2025 Feb 17, 2026
Oasis Management Co Ltd. History New 550,000 375,056 24.31% 175 +550,000 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 544,598 371,449 0.66% 0.54% 176 +131,447 31.82% Q4 2025 Feb 05, 2026
DAIDO LIFE INSURANCE CO History No change 544,324 371,185 52.22% 52.17% 177 0 0.0% Q4 2025 Feb 06, 2026
MARSHALL WACE, LLP History Reduced 542,500 369,941 0.34% 0.42% 178 -76,500 -12.36% Q4 2025 Feb 13, 2026
AlTi Global, Inc. History Reduced 536,109 366,396 7.86% 8.44% 179 -2,678 -0.5% Q4 2025 Feb 13, 2026
Soundwatch Capital LLC History Reduced 536,365 365,758 56.73% 59.15% 180 -17,297 -3.12% Q4 2025 Feb 10, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 535,995 364,525 0.56% 0.54% 181 +46,459 9.49% Q4 2025 Feb 18, 2026
NewEdge Advisors, LLC History Reduced 604,011 361,090 1.31% 1.61% 182 -29,390 -4.64% Q4 2025 Feb 18, 2026
Kestra Advisory Services, LLC History Added to 528,777 360,583 1.49% 1.45% 183 +53,223 11.19% Q4 2025 Feb 13, 2026
M&T BANK CORP History Reduced 523,032 356,666 1.15% 1.23% 184 -24,777 -4.52% Q4 2025 Jan 30, 2026
Quantinno Capital Management LP History Added to 519,886 354,521 0.71% 0.64% 185 +167,427 47.5% Q4 2025 Feb 17, 2026
BIP Wealth, LLC History Added to 519,051 353,951 12.49% 16.87% 186 +6,420 1.25% Q4 2025 Jan 21, 2026
CWM, LLC History Added to 687,341 346,231 0.94% 0.72% 187 +239,295 53.41% Q4 2025 Jan 26, 2026
Robertson Stephens Wealth Management, LLC History Added to 500,826 341,689 8.91% 5.67% 188 +219,109 77.78% Q4 2025 Feb 02, 2026
Passaic Partners LLC History Reduced 494,495 337,206 34.9% 40.9% 189 -15,478 -3.04% Q4 2025 Feb 11, 2026
DAVIS R M INC History Reduced 479,737 327,142 5.63% 6.51% 190 -79,548 -14.22% Q4 2025 Feb 12, 2026
Limestone Investment Advisors LP History Reduced 478,144 326,055 31.25% 29.35% 191 -78,161 -14.05% Q4 2025 Feb 17, 2026
Itau Unibanco Holding S.A. History Added to 477,457 325,644 7.8% 9.97% 192 +28,579 6.37% Q4 2025 Feb 13, 2026
HB Wealth Management, LLC History Added to 473,730 323,046 2.09% 2.05% 193 +18,822 4.14% Q4 2025 Jan 28, 2026
EP Wealth Advisors, LLC History New 466,906 318,392 1.65% 194 +466,906 New Q4 2025 Feb 18, 2026
Millburn Ridgefield LLC /DE/ History Reduced 466,818 318,332 7.58% 7.44% 195 -1,146 -0.24% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History Reduced 466,818 318,332 6.54% 6.29% 196 -1,146 -0.24% Q4 2025 Feb 10, 2026
Kovitz Investment Group Partners, LLC History Reduced 465,116 317,172 7.02% 2.09% 197 -939,654 -66.89% Q4 2025 Feb 20, 2026
McCarthy & Cox History Reduced 458 312,319 3.79% 0.6% 198 -3,489 -88.4% Q4 2025 Jan 23, 2026
FIFTH THIRD BANCORP History Reduced 457,285 311,831 0.99% 1.02% 199 -84,978 -15.67% Q4 2025 Feb 02, 2026
WHITEBOX ADVISORS LLC History Reduced 450,000 306,864 4.35% 6.7% 200 -200,000 -30.77% Q4 2025 Feb 17, 2026
Wealthspire Advisors, LLC History Added to 446,916 304,772 2.43% 1.54% 201 +5,473 1.24% Q4 2025 Feb 13, 2026
COMERICA BANK History Added to 444,770 303,297 1.21% 1.09% 202 +10,852 2.5% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 440,801 300,540 0.27% 0.25% 203 +67,027 17.93% Q4 2025 Feb 17, 2026
III Capital Management History Added to 438,886 299,285 44.05% 66.58% 204 +23,086 5.55% Q4 2025 Feb 17, 2026
WHITTIER TRUST CO History Added to 425,183 294,145 3.19% 3.19% 205 +6,364 1.52% Q4 2025 Jan 26, 2026
CIBC WORLD MARKET INC. History Reduced 423,998 289,132 0.47% 0.65% 206 -123,726 -22.59% Q4 2025 Feb 10, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 417,814 285,748 17.56% 18.36% 207 -1,168 -0.28% Q4 2025 Feb 12, 2026
SummitTX Capital, L.P. History Added to 412,665 281,404 8.48% 4.05% 208 +265,502 180.41% Q4 2025 Feb 17, 2026
LM Advisors LLC History Reduced 49,811 280,885 5.05% 6.55% 209 -242,051 -82.93% Q4 2025 Feb 13, 2026
Alaska Permanent Capital Management, LLC History Reduced 405,516 276,485 20.94% 20.8% 210 -18,908 -4.45% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 403,527 275,157 0.97% 0.93% 211 +25,071 6.62% Q4 2025 Feb 06, 2026
Sanctuary Advisors, LLC History Added to 403,009 274,820 1.5% 1.02% 212 +84,796 26.65% Q4 2025 Jan 29, 2026
CONNABLE OFFICE INC History Added to 402,250 274,302 25.15% 24.84% 213 +199 0.05% Q4 2025 Feb 03, 2026
Jump Financial, LLC History Added to 401,587 273,850 3.36% 1.47% 214 +217,407 118.04% Q4 2025 Feb 17, 2026
KIM, LLC History Added to 400,000 272,768 22.09% 17.45% 215 +100,000 33.33% Q4 2025 Feb 02, 2026
Mutual Advisors, LLC History Added to 394,965 269,334 5.77% 5.74% 216 +6,664 1.72% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History Added to 394,600 269,085 0.09% 0.08% 217 +27,308 7.43% Q4 2025 Feb 11, 2026
JANA Partners Management, LP History Added to 391,337 266,860 13.89% 12.47% 218 +4,700 1.22% Q4 2025 Feb 17, 2026
TD Waterhouse Canada Inc. History Added to 386,675 263,646 1.64% 1.61% 219 +17,692 4.79% Q4 2025 Jan 27, 2026
OAKTREE CAPITAL MANAGEMENT LP History Added to 385,000 262,539 3.74% 3.39% 220 +55,000 16.67% Q4 2025 Feb 17, 2026
MIRAE ASSET SECURITIES (USA) INC. History Reduced 381,587 260,211 7.16% 7.77% 221 -695 -0.18% Q4 2025 Feb 11, 2026
Ensign Peak Advisors, Inc History Added to 379,907 259,066 0.46% 0.22% 222 +182,477 92.43% Q4 2025 Feb 12, 2026
Shulman DeMeo Asset Management LLC History Reduced 378,595 258,171 58.55% 58.39% 223 -2,626 -0.69% Q4 2025 Jan 14, 2026
Jacobi Capital Management LLC History Added to 376,016 256,412 14.86% 15.07% 224 +4,551 1.23% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Reduced 370,961 253,767 0.13% 0.33% 225 -541,713 -59.35% Q4 2025 Mar 20, 2026
Brookstone Capital Management History Added to 409,316 250,183 2.86% 2.83% 226 +53,398 15.0% Q4 2025 Jan 15, 2026
AKUNA SECURITIES LLC History Reduced 361,344 246,407 0.94% 2.55% 227 -595,742 -62.25% Q4 2025 Feb 12, 2026
Steward Partners Investment Advisory, LLC History Added to 352,182 240,160 1.32% 1.2% 228 +38,546 12.29% Q4 2025 Feb 12, 2026
Teramo Advisors, LLC History Added to 425,000 240,134 61.84% 69.8% 229 +40,000 10.39% Q4 2025 Feb 06, 2026
Stratos Wealth Partners, LTD. History Added to 350,712 239,157 2.7% 2.63% 230 +15,862 4.74% Q4 2025 Jan 20, 2026
KOTLER KEVIN History New 350,000 238,672 55.83% 231 +350,000 New Q4 2025 Feb 17, 2026
Berkshire Money Management, Inc. History Reduced 340,752 232,365 22.17% 23.4% 232 -462 -0.14% Q4 2025 Jan 27, 2026
ZEGA Investments, LLC History Reduced 339,963 231,827 27.33% 31.34% 233 -11,597 -3.3% Q4 2025 Jan 27, 2026
PPSC Investment Service Corp History Added to 338,185 230,615 17.21% 17.69% 234 +3,367 1.01% Q4 2025 Jan 26, 2026
Sand Hill Global Advisors, LLC History Reduced 335,243 228,608 7.98% 8.18% 235 -13,513 -3.87% Q4 2025 Feb 12, 2026
BESSEMER GROUP INC History Added to 334,242 227,927 0.35% 0.25% 236 +90,131 36.92% Q4 2025 Feb 05, 2026
Trustees of Dartmouth College History No change 334,200 227,897 57.94% 57.18% 237 0 0.0% Q4 2025 Jan 14, 2026
DV Trading LLC History New 318,421 217,137 6.11% 238 +318,421 New Q4 2025 Feb 17, 2026
LMR Partners LLP History Reduced 317,406 216,445 0.41% 1.44% 239 -173,100 -35.29% Q4 2025 Feb 17, 2026
Petrus Trust Company, LTA History Added to 317,319 216,386 21.89% 19.91% 240 +44,500 16.31% Q4 2025 Feb 17, 2026
SIMON QUICK ADVISORS, LLC History Added to 314,580 214,518 9.36% 8.22% 241 +41,663 15.27% Q4 2025 Jan 29, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 308,557 210,411 4.48% 4.84% 242 -13,693 -4.25% Q4 2025 Feb 05, 2026
Diversify Advisory Services, LLC History Added to 302,667 209,342 6.63% 5.95% 243 +43,069 16.59% Q4 2025 Jan 23, 2026
Interval Partners, LP History Added to 306,900 209,281 3.75% 2.88% 244 +42,300 15.99% Q4 2025 Feb 17, 2026
BOCHK Asset Management Ltd History Reduced 305,200 208,103 55.59% 56.56% 245 -16,800 -5.22% Q4 2025 Jan 22, 2026
Aptus Capital Advisors, LLC History Added to 303,947 207,268 1.48% 0.38% 246 +226,282 291.36% Q4 2025 Feb 13, 2026
Fifth Third Wealth Advisors LLC History Added to 302,098 206,006 7.23% 7.41% 247 +225 0.07% Q4 2025 Jan 15, 2026
HUNTINGTON NATIONAL BANK History Added to 301,489 205,590 1.23% 1.2% 248 +6,509 2.21% Q4 2025 Feb 09, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 301,399 205,530 3.41% 3.56% 249 -11,413 -3.65% Q4 2025 Jan 28, 2026
Hidden Lake Asset Management LP History New 300,000 204,576 51.74% 250 +300,000 New Q4 2025 Feb 17, 2026
Juniper Hill Capital Management LP History Reduced 298,574 203,603 48.62% 49.36% 251 -14,611 -4.67% Q4 2025 Feb 03, 2026
MILLBANK DARTMOOR PORTSMOUTH LLC History New 298,402 203,486 100.0% 252 +298,402 New Q4 2025 Feb 11, 2026
ING GROEP NV History No change 296,138 201,942 1.22% 1.07% 253 0 0.0% Q4 2025 Feb 11, 2026
PEAVINE CAPITAL, LLC History Reduced 295,559 201,547 42.59% 41.16% 254 -3,687 -1.23% Q4 2025 Jan 21, 2026
CV Advisors LLC History Reduced 292,575 199,512 50.89% 54.6% 255 -3,283 -1.11% Q4 2025 Jan 20, 2026
SOROS FUND MANAGEMENT LLC History Added to 291,653 198,884 2.3% 2.72% 256 +4,875 1.7% Q4 2025 Feb 13, 2026
Miller Investment Management, LP History Reduced 290,954 198,407 19.38% 20.06% 257 -8,719 -2.91% Q4 2025 Feb 11, 2026
NorthRock Partners, LLC History Reduced 290,392 198,016 3.34% 3.68% 258 -15,553 -5.08% Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 289,891 197,682 1.35% 1.36% 259 +13,144 4.75% Q4 2025 Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 289,098 197,141 0.71% 0.69% 260 -7,348 -2.48% Q4 2025 Jan 30, 2026
&PARTNERS History Added to 278,473 189,280 0.99% 0.45% 261 +171,841 161.15% Q4 2025 Feb 17, 2026
Alaska Wealth Advisors, LLC History Reduced 277,286 189,086 24.08% 24.77% 262 -6,959 -2.45% Q4 2025 Feb 13, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 273,889 186,770 32.01% 31.85% 263 -2,436 -0.88% Q4 2025 Jan 26, 2026
Centiva Capital, LP History Added to 272,480 185,809 1.51% 1.53% 264 +31,680 13.16% Q4 2025 Feb 13, 2026
Lighthouse Investment Partners, LLC History Reduced 271,000 184,807 5.55% 12.49% 265 -347,247 -56.17% Q4 2025 Feb 17, 2026
Timelo Investment Management Inc. History Reduced 270,000 184,118 65.31% 77.41% 266 -40,000 -12.9% Q4 2025 Feb 13, 2026
Howard Capital Management Inc. History Reduced 268,924 183,384 2.37% 2.37% 267 -102 -0.04% Q4 2025 Jan 23, 2026
HOLLENCREST CAPITAL MANAGEMENT History Reduced 268,559 183,135 6.31% 6.52% 268 -3,601 -1.32% Q4 2025 Feb 12, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 268,241 182,920 0.44% 0.44% 269 -3,631 -1.34% Q4 2025 Feb 11, 2026
FineMark National Bank & Trust History Reduced 268,215 182,901 5.71% 5.86% 270 -1,088 -0.4% Q4 2025 Feb 12, 2026
State of Wyoming History Added to 265,545 181,080 19.83% 20.07% 271 +1,215 0.46% Q4 2025 Feb 11, 2026
Evolution Wealth Advisors, LLC History Added to 264,460 180,342 18.18% 23.33% 272 +3,655 1.4% Q4 2025 Jan 12, 2026
EAGLE CAPITAL MANAGEMENT LLC History Added to 262,279 178,853 0.56% 0.01% 273 +255,269 3641.5% Q4 2025 Feb 17, 2026
TAIYO LIFE INSURANCE CO History No change 261,000 177,981 15.23% 15.24% 274 0 0.0% Q4 2025 Jan 30, 2026
Sageworth Trust Co History Reduced 260,682 177,764 7.61% 8.62% 275 -17,093 -6.15% Q4 2025 Feb 03, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 258,348 176,687 11.53% 11.61% 276 0 0.0% Q4 2025 Feb 11, 2026
SCOTIA CAPITAL INC. History Reduced 255,730 174,367 0.7% 0.74% 277 -3,738 -1.44% Q4 2025 Feb 12, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 255,042 173,918 0.95% 1.02% 278 +2,987 1.19% Q4 2025 Feb 12, 2026
JMG Financial Group, Ltd. History Reduced 254,100 173,276 4.87% 4.96% 279 -7,155 -2.74% Q4 2025 Feb 10, 2026
Checchi Capital Advisers, LLC History Reduced 253,600 172,934 8.83% 9.27% 280 -13,993 -5.23% Q4 2025 Jan 27, 2026
DOW CHEMICAL CO /DE/ History Reduced 252,153 171,948 83.86% 86.78% 281 -88,509 -25.98% Q4 2025 Feb 13, 2026
COMMERCE BANK History Reduced 250,647 170,921 0.94% 0.94% 282 -3,413 -1.34% Q4 2025 Feb 13, 2026
LONESTAR CAPITAL MANAGEMENT LLC History Reduced 2,500 170,480 27.31% 29.18% 283 -500 -16.67% Q4 2025 Feb 17, 2026
Concurrent Investment Advisors, LLC History Added to 247,311 168,646 1.92% 2.62% 284 +18,309 8.0% Q4 2025 Jan 29, 2026
Wealthfront Advisers LLC History Added to 246,715 168,240 0.38% 0.37% 285 +7,001 2.92% Q4 2025 Jan 30, 2026
Neuberger Berman Group LLC History Added to 245,868 167,662 0.12% 0.11% 286 +28,456 13.09% Q4 2025 Feb 13, 2026
Greenwich Wealth Management LLC History Added to 244,871 166,982 7.45% 7.84% 287 +9,039 3.83% Q4 2025 Feb 10, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 242,032 165,046 2.21% 2.26% 288 -5,570 -2.25% Q4 2025 Jan 30, 2026
Conservest Capital Advisors, Inc. History Reduced 241,176 164,467 14.83% 15.2% 289 -5,364 -2.18% Q4 2025 Feb 12, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 237,885 162,218 92.85% 92.87% 290 0 0.0% Q4 2025 Feb 17, 2026
Valiant Capital Management, L.P. History Added to 237,326 161,837 9.15% 7.08% 291 +82,824 53.61% Q4 2025 Feb 17, 2026
Main Management LLC History Reduced 236,536 161,298 11.61% 11.89% 292 -7,045 -2.89% Q4 2025 Feb 10, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 232,642 160,944 3.34% 3.36% 293 -2,942 -1.25% Q4 2025 Jan 26, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 233,355 159,129 0.44% 0.46% 294 +13,928 6.35% Q4 2025 Jan 26, 2026
Spider Management Company, LLC History No change 232,648 158,647 70.59% 70.42% 295 0 0.0% Q4 2025 Jan 29, 2026
NewEdge Wealth, LLC History Added to 235,068 158,217 1.79% 1.94% 296 +35,616 17.86% Q4 2025 Feb 03, 2026
Ballentine Partners, LLC History Reduced 227,456 155,106 2.18% 2.11% 297 -644 -0.28% Q4 2025 Feb 03, 2026
Beacon Pointe Advisors, LLC History Added to 224,773 153,280 1.07% 1.21% 298 +10,172 4.74% Q4 2025 Feb 18, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 224,455 153,060 22.44% 24.32% 299 -15,766 -6.56% Q4 2025 Feb 09, 2026
Vontobel Holding Ltd. History Reduced 224,398 153,021 0.48% 0.51% 300 -29,207 -11.52% Q4 2025 Feb 13, 2026
Allworth Financial LP History New 224,232 152,908 0.63% 301 +224,232 New Q4 2025 Feb 05, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 221,907 151,322 26.82% 27.18% 302 +2,197 1.0% Q4 2025 Feb 17, 2026
BTG Pactual Asset Management US LLC History Reduced 221,117 150,784 14.68% 60.69% 303 -1,722,383 -88.62% Q4 2025 Feb 17, 2026
Div Capital Phoenix Assets Ltd History New 221,070 150,752 38.15% 304 +221,070 New Q4 2025 Feb 12, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 220,181 150,147 1.89% 1.92% 305 -887 -0.4% Q4 2025 Feb 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 218,788 149,195 0.5% 0.19% 306 +139,639 176.43% Q4 2025 Feb 13, 2026
ALESCO ADVISORS LLC History Reduced 217,291 148,175 3.83% 3.94% 307 -934 -0.43% Q4 2025 Jan 28, 2026
Aristotle Capital Management, LLC History Added to 216,426 147,604 0.3% 0.16% 308 +90,615 72.02% Q4 2025 Feb 17, 2026
Silicon Valley Capital Partners History Reduced 216,220 147,444 13.42% 13.74% 309 -2,547 -1.16% Q4 2025 Feb 13, 2026
MBL Wealth, LLC History Added to 214,961 146,586 11.75% 12.34% 310 +2,749 1.3% Q4 2025 Jan 21, 2026
Benin Management CORP History Added to 214,835 146,500 32.7% 33.75% 311 +758 0.35% Q4 2025 Jan 12, 2026
Hills Bank & Trust Co History Reduced 214,243 146,096 8.49% 8.46% 312 -1,630 -0.76% Q4 2025 Feb 05, 2026
Little Harbor Advisors, LLC History Reduced 211,902 144,500 74.53% 74.99% 313 -13,387 -5.94% Q4 2025 Feb 19, 2026
Saudi Central Bank History No change 210,000 143,621 5.37% 5.33% 314 0 0.0% Q4 2025 Feb 12, 2026
MetLife Investment Management, LLC History Added to 209,900 143,135 0.69% 0.41% 315 +80,800 62.59% Q4 2025 Feb 12, 2026
1ST SOURCE BANK History Added to 209,693 142,993 7.5% 6.35% 316 +28,812 15.93% Q4 2025 Feb 05, 2026
WELCH CAPITAL PARTNERS LLC/NY History Reduced 207,589 141,559 28.37% 28.56% 317 -575 -0.28% Q4 2025 Feb 12, 2026
University of Illinois Foundation History Reduced 206,298 141,104 48.46% 59.08% 318 -44,180 -17.64% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 205,563 140,177 1.98% 1.69% 319 +32,441 18.74% Q4 2025 Feb 17, 2026
TORONTO DOMINION BANK History Reduced 204,397 139,370 0.21% 1.02% 320 -780,909 -79.26% Q4 2025 Feb 17, 2026
BAILARD, INC. History Reduced 202,575 138,140 3.06% 2.97% 321 -2,457 -1.2% Q4 2025 Feb 04, 2026
WASHINGTON TRUST Co History Reduced 200,729 136,881 4.47% 4.52% 322 -6,169 -2.98% Q4 2025 Feb 10, 2026
Sequoia Financial Advisors, LLC History Reduced 200,210 136,527 0.76% 0.78% 323 -25,699 -11.38% Q4 2025 Feb 03, 2026
BRANT POINT INVESTMENT MANAGEMENT LLC History Reduced 2,000 136,384 16.57% 23.04% 324 -318,000 -99.38% Q4 2025 Feb 13, 2026
Qube Research & Technologies Ltd History New 200,000 136,384 0.14% 326 +200,000 New Q4 2025 Feb 17, 2026
DSC Meridian Capital LP History Reduced 200,000 136,384 35.88% 53.65% 328 -197,000 -49.62% Q4 2025 Feb 17, 2026
SONA ASSET MANAGEMENT (US) LLC History Added to 200,000 136,384 3.1% 0.06% 327 +196,606 5792.75% Q4 2025 Feb 17, 2026
Westchester Capital Management, LLC History No change 200,000 136,384 5.73% 6.09% 325 0 0.0% Q4 2025 Feb 13, 2026
BANK OF HAWAII History Reduced 198,191 135,150 6.68% 6.62% 329 -737 -0.37% Q4 2025 Mar 03, 2026
MACQUARIE GROUP LTD History Reduced 198,025 135,037 0.59% 1.08% 330 -1,195,000 -85.78% Q4 2025 Feb 13, 2026
STEPHENS INC /AR/ History Added to 196,868 134,247 1.67% 1.64% 331 +4,522 2.35% Q4 2025 Feb 05, 2026
CULLEN/FROST BANKERS, INC. History Added to 196,075 133,707 1.47% 1.43% 332 +11,060 5.98% Q4 2025 Feb 06, 2026
CI INVESTMENTS INC. History Added to 195,245 133,120 0.58% 0.35% 333 +52,725 36.99% Q4 2025 Feb 12, 2026
PINNACLE ASSOCIATES LTD History Reduced 194,995 132,971 1.71% 1.76% 334 -3,989 -2.0% Q4 2025 Feb 05, 2026
Engineers Gate Manager LP History Added to 193,240 131,774 1.56% 1.32% 335 +20,222 11.69% Q4 2025 Feb 17, 2026
Naman Capital Ltda History Added to 192,877 131,526 36.99% 32.34% 336 +19,933 11.53% Q4 2025 Feb 27, 2026
Pacific Wealth Management History Added to 192,303 131,135 60.87% 62.86% 337 +4,906 2.62% Q4 2025 Feb 12, 2026
EASTERN BANK History Reduced 191,440 130,546 2.25% 2.3% 338 -2,549 -1.31% Q4 2025 Jan 14, 2026
Beacon Capital Management, LLC History Reduced 191,358 130,490 20.23% 19.04% 339 -9,736 -4.84% Q4 2025 Feb 13, 2026
PARK AVENUE SECURITIES LLC History Added to 191,335 130,475 1.11% 0.96% 340 +6,781 3.67% Q4 2025 Jan 05, 2026
CIBC Asset Management Inc History Added to 191,231 130,404 0.31% 0.26% 341 +54,518 39.88% Q4 2025 Feb 10, 2026
Yaupon Capital Management LP History Reduced 190,000 129,564 4.68% 6.37% 343 -60,000 -24.0% Q4 2025 Feb 17, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 190,000 129,564 2.36% 2.46% 342 -12,709 -6.27% Q4 2025 Jan 23, 2026
Banco Santander, S.A. History New 188,686 128,668 0.96% 344 +188,686 New Q4 2025 Feb 13, 2026
Mizuho Bank, Ltd. History Added to 184,000 125,473 14.93% 5.62% 345 +108,000 142.11% Q4 2025 Feb 12, 2026
Allen Investment Management, LLC History Added to 183,808 125,342 1.39% 1.21% 346 +20,918 12.84% Q4 2025 Feb 10, 2026
Arkadios Wealth Advisors History Added to 183,535 125,156 2.43% 2.08% 347 +53,289 40.91% Q4 2025 Feb 13, 2026
Diversified Trust Co History Reduced 183,079 124,845 2.3% 2.49% 348 -4,118 -2.2% Q4 2025 Jan 09, 2026
METROPOLITAN LIFE INSURANCE CO/NY History Reduced 182,574 124,500 37.77% 37.06% 349 -7,300 -3.84% Q4 2025 Feb 12, 2026
AIA Group Ltd History Added to 181,590 123,829 1.85% 2.12% 350 +1,814 1.01% Q4 2025 Feb 09, 2026
DT Investment Partners, LLC History Reduced 181,096 123,493 10.22% 10.52% 351 -5,558 -2.98% Q4 2025 Feb 10, 2026
Csenge Advisory Group History Added to 180,732 123,244 5.57% 5.6% 352 +4,598 2.61% Q4 2025 Feb 06, 2026
Pine Valley Investments Ltd Liability Co History Reduced 179,781 122,795 5.7% 7.16% 353 -38,917 -17.79% Q4 2025 Feb 13, 2026
MONTAG A & ASSOCIATES INC History Added to 179,157 122,522 5.59% 5.42% 354 +2,689 1.52% Q4 2025 Feb 02, 2026
Jordan Park Group LLC History Reduced 178,847 121,959 7.07% 7.66% 355 -22,618 -11.23% Q4 2025 Feb 10, 2026
GenTrust, LLC History Reduced 177,934 121,693 5.25% 5.47% 356 -2,333 -1.29% Q4 2025 Feb 02, 2026
Fort Point Capital Partners LLC History Added to 173,871 120,092 13.48% 13.54% 357 +1,499 0.87% Q4 2025 Feb 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 175,049 119,369 0.9% 0.91% 358 +3,562 2.08% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Added to 174,526 119,013 0.68% 0.68% 359 +5,959 3.54% Q4 2025 Feb 10, 2026
Bleakley Financial Group, LLC History Added to 174,352 118,894 2.06% 2.58% 360 +7,237 4.33% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Added to 173,314 118,187 4.27% 2.51% 361 +74,685 75.72% Q4 2025 Jan 27, 2026
Wealthcare Advisory Partners LLC History Reduced 172,209 117,432 2.31% 2.41% 362 -1,470 -0.85% Q4 2025 Jan 14, 2026
DIMENSION CAPITAL MANAGEMENT LLC History Reduced 172,073 117,344 16.42% 16.83% 363 -3,572 -2.03% Q4 2025 Feb 17, 2026
Trans-Canada Capital Inc. History Reduced 170,572 116,654 6.71% 6.93% 364 -7 -0.0% Q4 2025 Feb 09, 2026
Aperture Investors, LLC History Added to 170,000 115,926 13.24% 0.33% 365 +166,400 4622.22% Q4 2025 Feb 17, 2026
Delta Accumulation, LLC History No change 11,000 115,926 4.27% 4.92% 366 0 0.0% Q4 2025 Feb 05, 2026
North Horizon Holdings Inc. History New 169,115 115,322 100.0% 367 +169,115 New Q4 2025 Jan 30, 2026
AE Wealth Management LLC History Added to 167,989 114,284 0.66% 0.61% 368 +25,041 17.52% Q4 2025 Jan 26, 2026
Moment Partners, LLC History Added to 165,463 113,163 23.28% 19.05% 369 +3,790 2.34% Q4 2025 Feb 10, 2026
TLWM History Reduced 165,499 112,854 20.66% 20.74% 370 -7,715 -4.45% Q4 2025 Jan 12, 2026
Manchester Capital Management LLC History Reduced 164,117 111,914 15.23% 14.87% 371 -603 -0.37% Q4 2025 Feb 11, 2026
Marest Capital, LLC History Added to 163,612 111,570 62.4% 65.71% 372 +1,333 0.82% Q4 2025 Feb 11, 2026
M Holdings Securities, Inc. History Added to 162,838 111,043 7.95% 2.26% 373 +146,784 914.31% Q4 2025 Feb 11, 2026
Southern Farm Bureau Life Insurance History No change 161,923 110,401 11.4% 12.72% 374 0 0.0% Q4 2025 Jan 28, 2026
Select Asset Management & Trust History Added to 160,946 109,753 34.14% 31.15% 375 +9,104 6.0% Q4 2025 Feb 10, 2026
Activest Wealth Management History Added to 159,882 109,026 20.36% 20.37% 376 +8,867 5.87% Q4 2025 Jan 30, 2026
Glenview Trust Co History Reduced 157,557 107,441 1.66% 1.68% 377 -1,411 -0.89% Q4 2025 Feb 09, 2026
Waverly Advisors, LLC History Added to 156,699 106,856 0.87% 0.97% 378 +10,045 6.85% Q4 2025 Feb 17, 2026
BRANDYWINE TRUST CO History Added to 154,454 105,325 18.47% 15.35% 379 +2,978 1.97% Q4 2025 Feb 13, 2026
CVS HEALTH Corp History No change 153,891 104,941 77.55% 99.64% 380 0 0.0% Q4 2025 Feb 13, 2026
Strategic Point Investment Advisors, LLC History Reduced 153,413 104,615 14.47% 15.1% 381 -4,458 -2.82% Q4 2025 Jan 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Reduced 152,699 104,128 1.36% 1.57% 382 -9,807 -6.03% Q4 2025 Feb 10, 2026
Karnit Road Accident Victims Compensation Fund History New 151,957 103,622 58.57% 383 +151,957 New Q4 2025 Feb 17, 2026
Stadion Money Management, LLC History Reduced 150,705 102,768 8.33% 8.65% 384 -11,844 -7.29% Q4 2025 Feb 17, 2026
INFRASTRUCTURE CAPITAL ADVISORS, LLC History Reduced 150,000 102,288 9.89% 17.58% 385 -115,000 -43.4% Q4 2025 Feb 17, 2026
Hiddenite Capital Partners LP History Added to 150,000 102,288 13.26% 12.08% 386 +50,000 50.0% Q4 2025 Feb 05, 2026
BRADLEY FOSTER & SARGENT INC/CT History Reduced 148,840 101,496 1.49% 1.71% 387 -25,312 -14.53% Q4 2025 Feb 12, 2026
Gainplan LLC History Reduced 228,724 101,388 37.99% 43.61% 388 -139,002 -37.8% Q4 2025 Jan 23, 2026
Howard Capital Management Group, LLC History Reduced 147,952 100,891 6.37% 6.26% 389 -497 -0.33% Q4 2025 Jan 16, 2026
RAMSEY QUANTITATIVE SYSTEMS History Reduced 147,603 100,643 91.62% 94.56% 390 -1,825 -1.22% Q4 2025 Jan 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 152,338 99,811 1.22% 1.35% 391 -13,433 -8.1% Q4 2025 Jan 21, 2026
RBF Capital, LLC History No change 146,300 99,764 4.43% 4.35% 392 0 0.0% Q4 2025 Feb 17, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Reduced 155,671 99,625 9.68% 19.51% 393 -122,329 -44.0% Q4 2025 Feb 13, 2026
Summit Financial, LLC History Added to 145,586 99,568 1.46% 1.47% 394 +581 0.4% Q4 2025 Feb 13, 2026
Serenus Wealth Advisors, LLC History Reduced 145,954 99,529 19.27% 16.86% 395 -2,180 -1.47% Q4 2025 Jan 28, 2026
RENAISSANCE TECHNOLOGIES LLC History New 144,480 98,523 0.15% 396 +144,480 New Q4 2025 Feb 12, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 144,296 98,398 28.65% 28.27% 397 +3,498 2.48% Q4 2025 Feb 05, 2026
GeoSphere Capital Management, LLC History Added to 143,900 98,128 32.3% 0.3% 398 +143,300 23883.33% Q4 2025 Feb 09, 2026
SENTINEL PENSION ADVISORS, LLC History Added to 143,122 97,597 14.99% 15.22% 399 +238 0.17% Q4 2025 Jan 12, 2026
Fiera Capital Corp History Added to 142,840 97,405 0.31% 0.28% 400 +13,570 10.5% Q4 2025 Feb 11, 2026
RWA WEALTH PARTNERS, LLC History Added to 142,832 97,399 1.06% 1.05% 401 +4,239 3.06% Q4 2025 Feb 12, 2026
JABODON PT CO History Added to 142,750 97,344 12.88% 99.92% 402 +382 0.27% Q4 2025 Feb 11, 2026
NEW YORK LIFE INSURANCE CO History No change 142,522 97,188 21.31% 23.39% 403 0 0.0% Q4 2025 Feb 11, 2026
MCF Advisors LLC History Reduced 141,670 96,771 5.35% 5.88% 404 -2,023 -1.41% Q4 2025 Feb 11, 2026
Geneos Wealth Management Inc. History Added to 141,906 96,768 2.37% 2.25% 405 +8,824 6.63% Q4 2025 Jan 28, 2026
Urban Financial Advisory Corp History Reduced 141,678 96,613 37.94% 44.09% 406 -420 -0.3% Q4 2025 Feb 04, 2026
Rising Stella Capital Pte. Ltd History New 141,581 96,546 45.49% 407 +141,581 New Q4 2025 Mar 02, 2026
Annandale Capital, LLC History Reduced 152,916 96,427 11.44% 3.8% 408 -98,619 -39.21% Q4 2025 Feb 12, 2026
Freestone Capital Holdings, LLC History Reduced 140,755 95,983 2.84% 2.89% 409 -822 -0.58% Q4 2025 Jan 23, 2026
WEBSTER BANK, N. A. History Reduced 140,369 95,720 8.98% 9.06% 410 -1,100 -0.78% Q4 2025 Jan 23, 2026
Cinctive Capital Management LP History New 140,000 95,468 5.17% 411 +140,000 New Q4 2025 Feb 17, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Reduced 139,805 95,335 23.54% 23.7% 412 -1,122 -0.8% Q4 2025 Feb 09, 2026
THOR TRADING ADVISORS, LLC History Added to 138,509 95,157 39.44% 25.22% 413 +64,033 85.98% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 139,220 94,937 1.2% 1.15% 414 +7,596 5.77% Q4 2025 Feb 09, 2026
V2 Financial group LLC History Added to 139,053 94,822 46.71% 51.26% 415 +134 0.1% Q4 2025 Jan 21, 2026
MUFG Bank, Ltd. History No change 138,700 94,582 2.97% 2.98% 416 0 0.0% Q4 2025 Feb 04, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 137,905 94,040 0.08% 0.07% 417 +23,823 20.88% Q4 2025 Feb 17, 2026
Lombard Odier Asset Management (USA) Corp History Reduced 137,891 94,030 8.74% 21.47% 418 -342,392 -71.29% Q4 2025 Feb 17, 2026
TOTAL INVESTMENT MANAGEMENT INC History Added to 137,303 93,629 12.01% 11.84% 419 +617 0.45% Q4 2025 Feb 03, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 137,200 93,559 0.02% 0.02% 420 -25,637 -15.74% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Added to 135,956 92,711 1.05% 0.89% 421 +18,964 16.21% Q4 2025 Feb 05, 2026
Financiere des Professionnels - Fonds d'investissement inc. History Reduced 134,798 91,921 5.21% 5.29% 422 -3,000 -2.18% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 134,670 91,833 3.03% 2.73% 423 +21,076 18.55% Q4 2025 Jan 30, 2026
FLOW TRADERS U.S. LLC History New 134,586 91,777 3.01% 424 +134,586 New Q4 2025 Feb 13, 2026
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) History No change 134,556 91,756 12.72% 13.07% 425 0 0.0% Q4 2025 Jan 29, 2026
Schusterman Interests, LLC History Added to 133,977 91,361 20.91% 20.17% 426 +1,460 1.1% Q4 2025 Feb 17, 2026
Cornerstone Wealth Group, LLC History Reduced 133,588 91,096 6.23% 6.22% 427 -4,642 -3.36% Q4 2025 Jan 26, 2026
St. Louis Trust Co History Reduced 132,873 90,608 10.39% 11.08% 428 -576 -0.43% Q4 2025 Feb 09, 2026
BOKF, NA History Added to 132,423 90,301 1.38% 1.32% 429 +828 0.63% Q4 2025 Feb 03, 2026
BANQUE PICTET & CIE SA History Reduced 132,053 90,049 0.53% 0.58% 430 -17,448 -11.67% Q4 2025 Jan 16, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 130,618 89,070 0.73% 0.9% 431 -30,364 -18.86% Q4 2025 Feb 13, 2026
Busey Bank History Reduced 130,366 88,899 2.34% 2.42% 432 -129 -0.1% Q4 2025 Jan 27, 2026
Berkeley Capital Partners, LLC History Added to 129,849 88,546 20.85% 20.32% 433 +839 0.65% Q4 2025 Feb 05, 2026
CSM Advisors, LLC History Reduced 129,440 88,268 2.4% 3.17% 434 -40,852 -23.99% Q4 2025 Feb 11, 2026
Beacon Capital Management, Inc. History Added to 128,269 87,469 4.68% 3.58% 435 +15,869 14.12% Q4 2025 Feb 12, 2026
Consolidated Investment Group LLC History Added to 128,215 87,432 10.46% 10.25% 436 +3,000 2.4% Q4 2025 Jan 26, 2026
Independence Bank of Kentucky History Added to 128,129 87,373 10.87% 10.82% 437 +1,741 1.38% Q4 2025 Jan 20, 2026
SteelPeak Wealth, LLC History Added to 126,438 86,467 2.82% 2.66% 438 +6,703 5.6% Q4 2025 Jan 20, 2026
Lavaca Capital LLC History Reduced 126,721 86,413 13.97% 14.68% 439 -1,036 -0.81% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Reduced 126,222 86,317 1.61% 2.12% 440 -30,792 -19.61% Q4 2025 Feb 06, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 125,986 85,912 1.11% 0.27% 441 +95,835 317.85% Q4 2025 Feb 09, 2026
Helix Partners Management LP History Added to 125,500 85,580 28.77% 19.11% 442 +57,000 83.21% Q4 2025 Feb 13, 2026
Midwest Trust Co History Added to 125,080 85,294 1.06% 1.08% 443 +539 0.43% Q4 2025 Feb 04, 2026
TCW GROUP INC History Added to 124,469 84,877 0.61% 0.69% 444 +222 0.18% Q4 2025 Feb 17, 2026
Portland Global Advisors LLC History Reduced 123,770 84,401 9.06% 9.35% 445 -1,892 -1.51% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 354,325 84,331 1.07% 1.07% 446 -700 -0.2% Q4 2025 Jan 23, 2026
Amundi History Reduced 123,247 84,044 0.02% 0.12% 447 -425,221 -77.53% Q4 2025 Feb 17, 2026
Granger Management LLC History Reduced 122,825 84,002 22.2% 56.06% 448 -164,715 -57.28% Q4 2025 Feb 13, 2026
Capital International Investors History Added to 121,461 83,444 0.01% 0.01% 449 +38,454 46.33% Q4 2025 Feb 11, 2026
Mill Creek Capital Advisors, LLC History Reduced 121,185 82,638 1.68% 1.71% 450 -3,524 -2.83% Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Reduced 120,530 82,191 5.9% 5.75% 451 -2,306 -1.88% Q4 2025 Feb 12, 2026
OPPENHEIMER & CO INC History Added to 120,186 81,957 1.16% 0.92% 452 +6,627 5.84% Q4 2025 Feb 02, 2026
Venture Visionary Partners LLC History Reduced 119,881 81,749 2.66% 2.79% 453 -2,064 -1.69% Q4 2025 Feb 13, 2026
ALLIANZ SE History Added to 119,270 81,332 1.05% 1.63% 454 +4,133 3.59% Q4 2025 Feb 13, 2026
Haverford Trust Co History Added to 118,953 81,116 0.72% 0.69% 455 +3,414 2.95% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History Reduced 118,682 80,932 9.13% 9.01% 456 -1,122 -0.94% Q4 2025 Jan 21, 2026
Curi Capital, LLC History Added to 117,873 80,582 1.4% 1.44% 457 +87 0.07% Q4 2025 Feb 17, 2026
Integrated Advisors Network LLC History Reduced 117,971 80,446 3.56% 3.34% 458 -1,435 -1.2% Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History Reduced 117,774 80,312 1.51% 1.51% 459 -2,740 -2.27% Q4 2025 Feb 04, 2026
Keystone Financial Group History Reduced 117,643 80,222 5.93% 8.38% 460 -46,042 -28.13% Q4 2025 Feb 06, 2026
Evercore Wealth Management, LLC History Added to 116,548 79,476 1.16% 1.13% 461 +653 0.56% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History Added to 115,902 79,036 3.9% 0.55% 462 +101,940 730.12% Q4 2025 Jan 07, 2026
CSS LLC/IL History Reduced 115,846 78,997 3.51% 3.83% 463 -12,458 -9.71% Q4 2025 Feb 17, 2026
SYMMETRY PEAK MANAGEMENT LLC History Added to 115,800 78,966 20.92% 4.21% 464 +86,400 293.88% Q4 2025 Feb 17, 2026
Headland Capital, LLC History Added to 115,615 78,840 21.95% 21.54% 465 +417 0.36% Q4 2025 Jan 28, 2026
Mesirow Financial Investment Management, Inc. History Reduced 115,388 78,686 1.62% 1.61% 466 -19,579 -14.51% Q4 2025 Feb 05, 2026
Lepercq De Neuflize Asset Management LLC History No change 115,245 78,587 44.93% 44.3% 467 0 0.0% Q4 2025 Feb 20, 2026
Klingman & Associates, LLC History Reduced 115,228 78,576 3.79% 3.96% 468 -2,673 -2.27% Q4 2025 Jan 29, 2026
NTV ASSET MANAGEMENT LLC History Added to 114,425 78,028 8.26% 8.08% 469 +3,222 2.9% Q4 2025 Jan 20, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 113,418 77,342 0.96% 0.98% 470 +166 0.15% Q4 2025 Jan 29, 2026
Stratos Wealth Advisors, LLC History Reduced 113,077 77,109 3.72% 3.7% 471 -2,509 -2.17% Q4 2025 Jan 20, 2026
IFG Advisors, LLC History Reduced 112,980 77,043 12.82% 12.63% 472 -3,180 -2.74% Q4 2025 Jan 13, 2026
TSG Advice Partners, LLC History New 112,898 76,987 11.75% 473 +112,898 New Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Added to 112,610 76,791 0.49% 0.43% 474 +14,467 14.74% Q4 2025 Jan 27, 2026
SIG BROKERAGE, LP History Reduced 112,400 76,647 2.38% 6.69% 475 -235,600 -67.7% Q4 2025 Feb 17, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 111,299 75,897 5.69% 6.06% 476 -8,219 -6.88% Q4 2025 Feb 05, 2026
Eos Management, L.P. History No change 110,736 75,513 29.4% 29.1% 477 0 0.0% Q4 2025 Mar 12, 2026
Wernau Asset Management Inc. History Added to 110,148 75,112 40.64% 34.22% 478 +34,570 45.74% Q4 2025 Jan 21, 2026
Dakota Wealth Management History Added to 108,098 73,717 1.31% 1.33% 479 +8,734 8.79% Q4 2025 Jan 13, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 107,676 73,426 1.92% 1.93% 480 -19,608 -15.4% Q4 2025 Jan 23, 2026
Bawa N Mallick Trust History No change 107,400 73,238 27.2% 27.07% 481 0 0.0% Q4 2025 Mar 12, 2026
REICON WEALTH ADVISORS, LLC History New 107,326 73,187 52.99% 482 +107,326 New Q4 2025 Jan 30, 2026
Azarias Capital Management, L.P. History No change 106,461 72,597 31.78% 28.09% 483 0 0.0% Q4 2025 Jan 23, 2026
FIRST HORIZON CORP History Reduced 105,999 72,282 3.23% 3.37% 484 -1,451 -1.35% Q4 2025 Jan 27, 2026
Integrated Wealth Concepts LLC History Reduced 105,468 71,920 0.85% 1.35% 485 -121,787 -53.59% Q4 2025 Feb 13, 2026
FAYEZ SAROFIM & CO History Added to 105,052 71,636 0.17% 0.05% 486 +74,964 249.15% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 104,833 71,487 0.04% 0.43% 487 -928,133 -89.85% Q4 2025 Feb 13, 2026
Alvarez & Marsal Private Wealth Partners, LLC History New 104,447 71,432 13.72% 488 +104,447 New Q4 2025 Feb 13, 2026
NINE MASTS CAPITAL Ltd History Reduced 104,139 71,014 12.23% 1.04% 489 -115,861 -52.66% Q4 2025 Feb 10, 2026
OMERS ADMINISTRATION Corp History No change 103,835 70,797 0.5% 0.5% 490 0 0.0% Q4 2025 Feb 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 103,478 70,716 1.0% 1.18% 491 -11,314 -9.86% Q4 2025 Feb 17, 2026
LOCUST WOOD CAPITAL ADVISERS, LLC History Reduced 103,500 70,578 1.71% 7.86% 492 -369,000 -78.1% Q4 2025 Feb 11, 2026
NATIXIS ADVISORS, LLC History Reduced 103,166 70,351 0.1% 0.1% 493 -1,624 -1.55% Q4 2025 Feb 10, 2026
NEW ENGLAND ASSET MANAGEMENT INC History Added to 103,004 70,240 9.18% 8.72% 494 +2,800 2.79% Q4 2025 Feb 17, 2026
Dynasty Wealth Management, LLC History Reduced 102,931 70,190 0.69% 0.92% 495 -809 -0.78% Q4 2025 Feb 10, 2026
CONNING INC. History Reduced 102,120 69,637 2.33% 2.29% 496 -1,207 -1.17% Q4 2025 Feb 05, 2026
Shepherd Financial Partners LLC History Reduced 101,817 69,430 6.43% 6.48% 497 -339 -0.33% Q4 2025 Feb 10, 2026
Edgestream Partners, L.P. History Added to 101,548 69,247 1.95% 1.0% 498 +50,107 97.41% Q4 2025 Feb 13, 2026
D.A. DAVIDSON & CO. History Reduced 100,765 68,716 0.42% 0.44% 499 -1,444 -1.41% Q4 2025 Jan 29, 2026
Crewe Advisors LLC History Reduced 100,755 68,706 6.09% 6.47% 500 -1,058 -1.04% Q4 2025 Jan 16, 2026
Marnell Management LLC History New 100,000 68,192 33.08% 502 +100,000 New Q4 2025 Feb 13, 2026
Edenbrook Capital, LLC History Added to 100,000 68,192 12.72% 9.78% 501 +14,000 16.28% Q4 2025 Feb 13, 2026
Chevy Chase Trust Holdings, LLC History Reduced 99,393 67,778 0.18% 0.18% 503 -1,460 -1.45% Q4 2025 Feb 13, 2026
Westshore Wealth, LLC History Reduced 99,378 67,767 22.42% 23.07% 504 -1,972 -1.95% Q4 2025 Feb 25, 2026
Allianz Asset Management GmbH History Reduced 99,000 67,510 0.07% 0.09% 505 -18,302 -15.6% Q4 2025 Feb 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 98,688 67,297 1.2% 1.29% 506 +2,015 2.08% Q4 2025 Jan 16, 2026
Prospera Financial Services Inc History Reduced 98,585 67,280 1.1% 1.17% 507 -4,723 -4.57% Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History Added to 98,508 67,174 0.72% 0.83% 508 +16,087 19.52% Q4 2025 Jan 23, 2026
J.W. COLE ADVISORS, INC. History Reduced 124,844 67,162 1.63% 1.65% 509 -4,200 -3.25% Q4 2025 Feb 11, 2026
IFG Advisory, LLC History Added to 98,433 67,123 2.92% 2.75% 510 +7,552 8.31% Q4 2025 Feb 10, 2026
Canada Post Corp Registered Pension Plan History No change 98,414 67,110 2.56% 2.89% 511 0 0.0% Q4 2025 Feb 05, 2026
West Financial Advisors, LLC History Reduced 98,305 67,036 11.31% 11.51% 512 -6,249 -5.98% Q4 2025 Jan 13, 2026
LGL PARTNERS, LLC History Reduced 97,789 66,857 28.53% 28.13% 513 -1,080 -1.09% Q4 2025 Feb 09, 2026
Global Retirement Partners, LLC History Added to 97,919 66,773 1.18% 1.41% 514 +3,369 3.56% Q4 2025 Feb 06, 2026
BARINGS LLC History Reduced 97,330 66,371 1.22% 1.46% 515 -17,455 -15.21% Q4 2025 Feb 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 96,948 66,110 0.81% 0.54% 516 +23,367 31.76% Q4 2025 Feb 02, 2026
Modera Wealth Management, LLC History Added to 96,613 65,882 0.76% 0.74% 517 +184 0.19% Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 96,475 65,787 1.07% 0.9% 518 +30,292 45.77% Q4 2025 Mar 12, 2026
Performa Ltd (US), LLC History Reduced 96,375 65,720 16.68% 19.17% 519 -12,121 -11.17% Q4 2025 Feb 10, 2026
VANGUARD GROUP INC History Added to 95,456 65,093 0.0% 0.0% 520 +492 0.52% Q4 2025 Jan 29, 2026
Meridian Wealth Management, LLC History Added to 95,187 65,008 2.29% 2.35% 521 +3,096 3.36% Q4 2025 Feb 04, 2026
Allspring Global Investments Holdings, LLC History Added to 94,838 64,790 0.1% 0.04% 522 +60,687 177.7% Q4 2025 Jan 15, 2026
Orion Porfolio Solutions, LLC History Reduced 94,931 64,734 0.47% 0.61% 523 -23,969 -20.16% Q4 2025 Feb 12, 2026
USA FINANCIAL FORMULAS History Reduced 94,596 64,506 11.74% 11.4% 524 -2,564 -2.64% Q4 2025 Jan 14, 2026
IFP Advisors, Inc History Added to 94,572 64,490 1.45% 1.54% 525 +5,811 6.55% Q4 2025 Feb 06, 2026
Capital Management Associates, Inc History Added to 94,001 64,101 14.17% 10.79% 526 +34,061 56.83% Q4 2025 Jan 21, 2026
Cynosure Group, LLC History Reduced 93,921 64,046 6.51% 7.13% 527 -4,647 -4.71% Q4 2025 Feb 17, 2026
SAPIENT CAPITAL LLC History Reduced 92,352 63,594 0.89% 1.0% 528 -5,004 -5.14% Q4 2025 Feb 05, 2026
All Terrain Financial Advisors, LLC History Added to 93,152 63,522 14.69% 14.93% 529 +3,605 4.03% Q4 2025 Feb 11, 2026
CAPITAL ADVISORS INC/OK History Reduced 92,744 63,244 1.02% 1.06% 530 -12,048 -11.5% Q4 2025 Jan 15, 2026
Choate Investment Advisors History Added to 92,651 63,180 1.24% 1.26% 531 +1,300 1.42% Q4 2025 Feb 09, 2026
Federation des caisses Desjardins du Quebec History Added to 92,588 63,137 0.24% 0.22% 532 +7,154 8.37% Q4 2025 Feb 12, 2026
SHAPIRO CAPITAL MANAGEMENT LLC History New 92,375 62,992 3.33% 533 +92,375 New Q4 2025 Feb 17, 2026
KLINGENSTEIN FIELDS & CO LP History Added to 92,187 62,864 2.36% 2.24% 534 +2,971 3.33% Q4 2025 Feb 13, 2026
Legacy Wealth Management, LLC / MS History Added to 92,031 62,757 16.75% 17.39% 535 +5,318 6.13% Q4 2025 Jan 05, 2026
MSA Advisors, LLC History Reduced 91,379 62,313 15.6% 18.98% 536 -22,630 -19.85% Q4 2025 Feb 17, 2026
Phoenix Financial Ltd. History Reduced 91,196 62,286 0.68% 0.75% 537 -859 -0.93% Q4 2025 Feb 05, 2026
STOCK YARDS BANK & TRUST CO History Reduced 90,162 61,483 1.88% 1.91% 538 -1,431 -1.56% Q4 2025 Jan 21, 2026
Tidal Investments LLC History Added to 90,098 61,439 0.15% 0.06% 539 +42,289 88.45% Q4 2025 Feb 13, 2026
Duquesne Family Office LLC History No change 90,000 61,373 1.37% 1.48% 540 0 0.0% Q4 2025 Feb 17, 2026
CONTINENTAL ADVISORS LLC History Reduced 90,000 61,372 25.92% 26.52% 541 -2,000 -2.17% Q4 2025 Feb 12, 2026
Verus Advisory, Inc. History New 89,273 61,323 40.02% 542 +89,273 New Q4 2025 Feb 20, 2026
First Financial Bank - Trust Division History Reduced 89,724 61,184 5.03% 5.14% 543 -550 -0.61% Q4 2025 Jan 02, 2026
Granby Capital Management, LLC History No change 89,500 61,031 32.55% 31.66% 544 0 0.0% Q4 2025 Feb 17, 2026
Greenhouse Wealth Management, LLC History Reduced 88,997 60,689 35.89% 36.37% 545 -1,917 -2.11% Q4 2025 Jan 21, 2026
Modern Wealth Management, LLC History Reduced 110,926 60,524 1.1% 1.32% 546 -11,168 -9.15% Q4 2025 Feb 17, 2026
Advisor Resource Council History Added to 153,135 60,438 21.48% 37.62% 547 +111,316 266.19% Q4 2025 Feb 10, 2026
SEI INVESTMENTS CO History Added to 88,555 60,387 0.06% 0.02% 548 +55,916 171.32% Q4 2025 Feb 13, 2026
180 GPS Investments IC Ltd History Added to 90,602 60,156 47.55% 19.84% 549 +39,334 76.72% Q4 2025 Feb 13, 2026
POTENTIA WEALTH History Reduced 88,079 60,063 22.01% 23.0% 550 -2,422 -2.68% Q4 2025 Feb 13, 2026
Sigma Planning Corp History Added to 112,521 60,046 1.66% 1.65% 551 +1,518 1.37% Q4 2025 Jan 30, 2026
One River Asset Management, LLC History Added to 88,053 60,045 5.68% 8.3% 552 +42,402 92.88% Q4 2025 Jan 28, 2026
CUMBERLAND ADVISORS INC History Reduced 87,943 59,970 22.73% 23.24% 553 -2,950 -3.25% Q4 2025 Feb 02, 2026
Perigon Wealth Management, LLC History Reduced 87,926 59,958 1.07% 1.21% 554 -1,124 -1.26% Q4 2025 Jan 16, 2026
MATAURO, LLC History Added to 87,798 59,871 9.01% 9.04% 555 +2,376 2.78% Q4 2025 Jan 16, 2026
WESTWOOD HOLDINGS GROUP INC History Added to 87,567 59,713 0.49% 0.41% 556 +321 0.37% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Reduced 87,518 59,680 0.03% 0.05% 557 -66,765 -43.27% Q4 2025 Feb 11, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 87,292 59,526 2.88% 3.16% 558 +8,920 11.38% Q4 2025 Jan 28, 2026
Merit Financial Group, LLC History Added to 383,004 59,282 0.48% 0.52% 559 +10,214 2.74% Q4 2025 Jan 26, 2026
Keel Point, LLC History Added to 119,425 59,229 3.57% 3.83% 560 +781 0.66% Q4 2025 Feb 12, 2026
Marathon Trading Investment Management LLC History Added to 86,612 59,062 1.34% 0.54% 561 +74,737 629.36% Q4 2025 Feb 13, 2026
Arax Advisory Partners History New 86,355 58,913 1.72% 562 +86,355 New Q4 2025 Feb 13, 2026
Attessa Capital LLC History Added to 85,733 58,463 31.96% 31.58% 563 +5,290 6.58% Q4 2025 Jan 06, 2026
Maven Securities LTD History Added to 85,635 58,422 1.29% 0.47% 564 +57,197 201.13% Q4 2025 Feb 13, 2026
4Thought Financial Group Inc. History Added to 85,587 58,363 28.9% 27.78% 565 +3,097 3.75% Q4 2025 Jan 29, 2026
HARBOUR INVESTMENTS, INC. History Added to 85,537 58,329 1.18% 1.22% 566 +4,644 5.74% Q4 2025 Feb 09, 2026
CreativeOne Wealth, LLC History Added to 85,488 58,296 1.41% 1.35% 567 +2,637 3.18% Q4 2025 Feb 13, 2026
Lazard Freres Gestion S.A.S. History Added to 85,013 57,972 1.04% 0.88% 568 +15,827 22.88% Q4 2025 Feb 06, 2026
Waldron Private Wealth LLC History Reduced 84,986 57,953 2.29% 2.32% 569 -982 -1.14% Q4 2025 Jan 14, 2026
AUA CAPITAL MANAGEMENT, LLC History Added to 84,643 57,719 28.95% 30.71% 570 +2,493 3.03% Q4 2025 Jan 23, 2026
Holocene Advisors, LP History Added to 84,533 57,644 0.12% 0.08% 571 +33,138 64.48% Q4 2025 Feb 17, 2026
Apella Capital, LLC History Added to 84,439 57,580 1.14% 1.17% 572 +5,194 6.55% Q4 2025 Jan 21, 2026
Gladstone Institutional Advisory LLC History Added to 84,268 57,464 2.17% 2.06% 573 +3,867 4.81% Q4 2025 Feb 17, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 83,940 57,414 1.19% 1.15% 574 +73,940 739.4% Q4 2025 Feb 17, 2026
Sowell Financial Services LLC History Added to 84,151 57,384 2.11% 1.97% 575 +6,946 9.0% Q4 2025 Jan 21, 2026
MIO Partners, Inc. History New 84,090 57,342 12.9% 576 +84,090 New Q4 2025 Jan 28, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 82,756 56,597 1.62% 1.61% 577 +491 0.6% Q4 2025 Feb 13, 2026
Fiduciary Alliance LLC History Reduced 82,514 56,267 3.68% 3.7% 578 -415 -0.5% Q4 2025 Jan 22, 2026
SPX Gestao de Recursos Ltda History New 81,424 55,524 5.67% 579 +81,424 New Q4 2025 Feb 13, 2026
Dean, Jacobson Financial Services, LLC History Added to 81,156 55,341 35.11% 38.91% 580 +758 0.94% Q4 2025 Feb 03, 2026
Nicholas Hoffman & Company, LLC. History Reduced 80,759 55,071 1.28% 1.35% 581 -3,103 -3.7% Q4 2025 Feb 02, 2026
Krane Funds Advisors LLC History Added to 80,400 54,826 1.78% 1.04% 582 +25,000 45.13% Q4 2025 Feb 11, 2026
Black Swift Group, LLC History Added to 90,179 54,692 9.12% 10.54% 583 +429 0.48% Q4 2025 Feb 10, 2026
FIRST NATIONAL TRUST CO History Reduced 79,855 54,454 1.82% 1.84% 584 -968 -1.2% Q4 2025 Feb 09, 2026
Northwest & Ethical Investments L.P. History Added to 79,500 54,212 1.22% 0.76% 585 +31,100 64.26% Q4 2025 Feb 17, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 79,130 53,960 3.8% 3.89% 586 +2,330 3.03% Q4 2025 Jan 14, 2026
Golden State Wealth Management, LLC History Reduced 78,690 53,660 5.67% 5.9% 587 -1,531 -1.91% Q4 2025 Feb 13, 2026
Embree Financial Group History Reduced 78,460 53,503 6.56% 7.53% 588 -5,842 -6.93% Q4 2025 Jan 14, 2026
WCG Wealth Advisors LLC History Added to 78,296 53,391 1.5% 0.87% 589 +57,460 275.77% Q4 2025 Feb 10, 2026
Wilmington Savings Fund Society, FSB History Added to 78,148 53,290 1.25% 1.24% 590 +1,066 1.38% Q4 2025 Feb 12, 2026
Aspen Grove Capital, LLC History Added to 77,850 53,246 9.23% 8.72% 591 +234 0.3% Q4 2025 Feb 17, 2026
Arvest Bank Trust Division History Reduced 77,977 53,174 2.88% 2.93% 592 -1,427 -1.8% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History Added to 76,931 53,023 1.31% 1.37% 593 +685 0.9% Q4 2025 Jan 28, 2026
Ripple Effect Asset Management LP History Added to 77,500 52,848 15.14% 6.51% 594 +27,500 55.0% Q4 2025 Feb 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 77,433 52,803 0.77% 0.78% 595 -621 -0.8% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Added to 77,378 52,765 0.81% 0.81% 596 +144 0.19% Q4 2025 Jan 20, 2026
Composition Wealth, LLC History Added to 76,768 52,349 0.75% 0.69% 597 +8,085 11.77% Q4 2025 Feb 02, 2026
Galilei Investment Office LLP History Reduced 76,730 52,323 24.65% 24.87% 598 -925 -1.19% Q4 2025 Feb 11, 2026
Caprock Group, LLC History Added to 76,388 52,240 1.1% 1.02% 599 +12,111 18.84% Q4 2025 Jan 28, 2026
Clearbridge Investments, LLC History Added to 76,543 52,196 0.04% 0.0% 600 +72,110 1626.66% Q4 2025 Feb 11, 2026
WealthCare Asset Management, LLC History New 78,077 52,190 33.0% 601 +78,077 New Q4 2025 Feb 17, 2026
KALEIDOSCOPE CAPITAL LP History Added to 76,346 52,061 19.89% 14.49% 602 +224 0.29% Q4 2025 Feb 13, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 76,078 51,879 3.39% 3.5% 603 -795 -1.03% Q4 2025 Jan 23, 2026
Simmons Bank History Reduced 76,067 51,871 3.47% 3.47% 604 -2,134 -2.73% Q4 2025 Feb 05, 2026
Virtue Capital Management, LLC History Added to 75,887 51,843 7.99% 0.22% 605 +62,671 474.21% Q4 2025 Feb 18, 2026
Seven Post Investment Office LP History Added to 75,639 51,579 18.44% 18.04% 606 +440 0.59% Q4 2025 Jan 29, 2026
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT History Reduced 75,420 51,453 100.0% 100.0% 607 -226,296 -75.0% Q4 2025 Jan 07, 2026
Arkos Global Advisors History Reduced 75,033 51,167 6.54% 6.85% 608 -5,728 -7.09% Q4 2025 Feb 13, 2026
SCOGGIN MANAGEMENT LP History Reduced 75,000 51,144 7.85% 15.64% 609 -75,000 -50.0% Q4 2025 Feb 17, 2026
Unisphere Establishment History New 75,000 51,144 0.38% 610 +75,000 New Q4 2025 Feb 17, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 74,859 51,135 0.44% 0.81% 611 -59,536 -44.3% Q4 2025 Feb 03, 2026
Frank, Rimerman Advisors LLC History Added to 74,932 51,097 3.24% 3.18% 612 +419 0.56% Q4 2025 Jan 15, 2026
Rathbones Group PLC History Reduced 74,698 50,938 0.2% 0.2% 613 -473 -0.63% Q4 2025 Feb 06, 2026
King Wealth Management Group History Added to 74,004 50,465 6.08% 6.1% 614 +1,113 1.53% Q4 2025 Feb 09, 2026
FIDELIS CAPITAL PARTNERS, LLC History Reduced 73,933 50,416 3.66% 4.95% 615 -21,232 -22.31% Q4 2025 Feb 09, 2026
MGO ONE SEVEN LLC History Added to 73,755 50,295 1.03% 0.98% 616 +9,937 15.57% Q4 2025 Feb 03, 2026
Lebenthal Global Advisors, LLC History Added to 73,562 50,163 7.74% 6.84% 617 +14,841 25.27% Q4 2025 Jan 28, 2026
Anchor Capital Management Group Inc History Reduced 57,000 49,963 25.29% 25.29% 618 -18,000 -24.0% Q4 2025 Feb 20, 2026
FreeGulliver LLC History Added to 73,232 49,938 18.38% 3.48% 619 +61,494 523.89% Q4 2025 Feb 12, 2026
Systematic Alpha Investments, LLC History Reduced 72,970 49,759 1.55% 1.65% 620 -2,200 -2.93% Q4 2025 Feb 12, 2026
FIL Ltd History Reduced 72,896 49,709 0.04% 0.05% 621 -31,198 -29.97% Q4 2025 Feb 17, 2026
J.Safra Asset Management Corp History Added to 72,526 49,456 2.59% 2.6% 622 +8,175 12.7% Q4 2025 Feb 11, 2026
Advisors Capital Management, LLC History Added to 72,424 49,387 0.58% 0.18% 623 +50,108 224.54% Q4 2025 Jan 29, 2026
Allie Family Office LLC History Reduced 72,298 49,374 23.06% 23.01% 624 -493 -0.68% Q4 2025 Feb 13, 2026
ELEMENT POINTE ADVISORS, LLC History Added to 72,316 49,313 9.53% 10.24% 625 +180 0.25% Q4 2025 Feb 13, 2026
Commonwealth Financial Services, LLC History Added to 72,220 49,248 8.12% 8.05% 626 +1,604 2.27% Q4 2025 Feb 06, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 71,881 49,017 4.13% 3.95% 627 +2,328 3.35% Q4 2025 Jan 15, 2026
Kovack Advisors, Inc. History Added to 71,872 49,010 2.28% 2.56% 628 +31,118 76.36% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Reduced 71,255 48,590 0.9% 0.92% 629 -1,975 -2.7% Q4 2025 Jan 23, 2026
RETIREMENT INCOME SOLUTIONS, INC History Reduced 70,380 47,993 8.14% 8.14% 630 -1,083 -1.52% Q4 2025 Jan 27, 2026
SCHARF INVESTMENTS, LLC History Added to 70,284 47,932 1.29% 0.4% 631 +46,409 194.38% Q4 2025 Jan 15, 2026
Crestwood Advisors Group, LLC History Added to 70,089 47,795 0.8% 0.68% 632 +9,719 16.1% Q4 2025 Feb 03, 2026
Archon Partners LLC History No change 70,000 47,734 4.99% 4.96% 633 0 0.0% Q4 2025 Feb 17, 2026
Wallace Hart LLC History Added to 69,647 47,493 35.0% 33.64% 634 +1,001 1.46% Q4 2025 Feb 17, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 69,092 47,115 2.22% 2.32% 635 -11,083 -13.82% Q4 2025 Jan 21, 2026
DCF Advisers, LLC History New 69,000 47,052 12.62% 636 +69,000 New Q4 2025 Feb 11, 2026
Beacon Bank & Trust History Reduced 68,979 47,038 9.54% 10.15% 637 -1,797 -2.54% Q4 2025 Feb 17, 2026
Intrua Financial, LLC History Reduced 68,956 47,022 4.96% 7.06% 638 -28,564 -29.29% Q4 2025 Feb 05, 2026
Summit Trail Advisors, LLC History Reduced 68,609 46,923 0.81% 0.86% 639 -25,142 -26.82% Q4 2025 Feb 17, 2026
Kera Capital Partners, Inc. History Added to 67,601 46,777 5.77% 6.46% 640 +2,903 4.49% Q4 2025 Feb 23, 2026
Clear Harbor Asset Management, LLC History Reduced 68,492 46,706 3.16% 3.6% 641 -9,371 -12.04% Q4 2025 Feb 10, 2026
PINKERTON WEALTH, LLC History Reduced 68,472 46,692 4.79% 5.04% 642 -1,904 -2.71% Q4 2025 Feb 06, 2026
CONNORS INVESTOR SERVICES INC History Reduced 68,249 46,540 4.01% 4.05% 643 -3,142 -4.4% Q4 2025 Feb 09, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 67,965 46,346 29.96% 31.27% 644 +2,131 3.24% Q4 2025 Jan 26, 2026
AXA S.A. History No change 67,929 46,322 21.92% 22.69% 645 0 0.0% Q4 2025 Feb 13, 2026
Atlantic Private Wealth, LLC History Reduced 67,846 46,265 29.58% 30.18% 646 -2,287 -3.26% Q4 2025 Feb 11, 2026
Perbak Capital Partners LLP History Added to 67,756 46,204 14.1% 6.1% 647 +15,735 30.25% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History Added to 67,688 46,157 4.74% 4.79% 648 +979 1.47% Q4 2025 Jan 29, 2026
IPG Investment Advisors LLC History Added to 67,182 45,946 8.05% 7.53% 649 +3,933 6.22% Q4 2025 Feb 09, 2026
Kozak & Associates, Inc. History Reduced 66,020 45,822 8.85% 9.06% 650 -3,066 -4.44% Q4 2025 Jan 12, 2026
Verger Capital Management LLC History Added to 67,039 45,715 13.53% 13.0% 651 +6,898 11.47% Q4 2025 Feb 02, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 66,897 45,618 0.24% 0.22% 652 +9,176 15.9% Q4 2025 Feb 13, 2026
Lutz Financial Services LLC History Reduced 66,871 45,600 3.1% 3.36% 653 -2,844 -4.08% Q4 2025 Feb 06, 2026
Purpose Unlimited Inc. History New 66,613 45,424 2.08% 654 +66,613 New Q4 2025 Mar 20, 2026
Midwest Professional Planners, LTD. History Added to 66,446 45,310 10.73% 10.3% 655 +3,078 4.86% Q4 2025 Feb 06, 2026
Proficio Capital Partners LLC History Added to 66,344 45,185 3.17% 2.66% 656 +8,172 14.05% Q4 2025 Feb 12, 2026
Pitcairn Wealth Advisors LLC History New 66,172 45,123 4.06% 657 +66,172 New Q4 2025 Feb 13, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 65,902 45,071 8.85% 9.02% 658 0 0.0% Q4 2025 Feb 11, 2026
BENJAMIN EDWARDS INC History Added to 66,042 45,036 0.5% 0.48% 659 +2,605 4.11% Q4 2025 Feb 02, 2026
DLD Asset Management, LP History Reduced 65,866 44,910 3.32% 6.8% 660 -75,434 -53.39% Q4 2025 Feb 13, 2026
Wealthstar Advisors, LLC History Added to 65,290 44,522 19.6% 0.67% 661 +62,751 2471.48% Q4 2025 Jan 30, 2026
Thoma Capital Management LLC History Added to 64,997 44,323 25.53% 22.49% 662 +6,221 10.58% Q4 2025 Jan 08, 2026
Tyche Wealth Partners LLC History Added to 64,775 44,171 7.01% 7.04% 663 +4,528 7.52% Q4 2025 Jan 23, 2026
North Star Investment Management Corp. History Reduced 64,644 44,082 2.77% 2.81% 664 -896 -1.37% Q4 2025 Jan 30, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 64,519 43,996 3.94% 3.93% 665 -2,571 -3.83% Q4 2025 Jan 30, 2026
Socha Financial Group, LLC History Reduced 64,505 43,987 21.46% 28.47% 666 -36,678 -36.25% Q4 2025 Jan 30, 2026
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV History Reduced 64,312 43,855 6.94% 7.98% 667 -9,456 -12.82% Q4 2025 Feb 02, 2026
Madison Asset Management, LLC History Reduced 64,038 43,668 0.5% 0.49% 668 -2,458 -3.7% Q4 2025 Feb 04, 2026
Lanham O'Dell & Company, Inc. History Added to 63,811 43,513 12.53% 11.99% 669 +7,304 12.93% Q4 2025 Jan 12, 2026
Anfield Capital Management, LLC History Reduced 63,806 43,510 13.72% 13.61% 670 -5,608 -8.08% Q4 2025 Feb 03, 2026
CENTAURUS FINANCIAL, INC. History Added to 63,437 43,259 1.98% 1.9% 671 +2,553 4.19% Q4 2025 Feb 13, 2026
Curtis Advisory Group, LLC History Reduced 63,429 43,253 9.07% 9.61% 672 -175 -0.28% Q4 2025 Jan 23, 2026
GUIDANCE CAPITAL, INC History Reduced 62,740 43,226 10.56% 11.13% 673 -201 -0.32% Q4 2025 Jan 23, 2026
WASHBURN CAPITAL MANAGEMENT, INC. History Reduced 63,010 42,967 23.65% 23.54% 674 -239 -0.38% Q4 2025 Jan 22, 2026
SNS Financial Group, LLC History Reduced 62,555 42,786 3.68% 3.8% 675 -2,930 -4.47% Q4 2025 Feb 02, 2026
Lifestyle Asset Management, Inc. History Added to 62,681 42,743 13.9% 12.71% 676 +6,788 12.14% Q4 2025 Feb 11, 2026
Chesley Taft & Associates LLC History Added to 62,656 42,726 1.69% 1.59% 677 +6,502 11.58% Q4 2025 Jan 14, 2026
Aviso Financial Inc. History Added to 61,959 42,247 1.61% 1.13% 678 +20,375 49.0% Q4 2025 Feb 13, 2026
CORRECT CAPITAL WEALTH MANAGEMENT History Added to 61,903 42,212 7.91% 5.65% 679 +10,409 20.21% Q4 2025 Feb 12, 2026
VestGen Advisors, LLC History Reduced 61,838 42,168 1.79% 3.97% 680 -116,956 -65.41% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Added to 61,799 42,142 0.73% 0.68% 681 +4,465 7.79% Q4 2025 Jan 22, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 61,734 42,097 0.71% 0.88% 682 -20,114 -24.57% Q4 2025 Feb 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 61,603 42,008 0.02% 0.02% 683 -1,164 -1.85% Q4 2025 Feb 02, 2026
Financial Partners Group, Inc History Added to 60,708 42,008 4.86% 4.95% 684 +1,040 1.74% Q4 2025 Feb 03, 2026
Caldwell Trust Co History Reduced 61,602 42,007 3.73% 3.86% 685 -447 -0.72% Q4 2025 Jan 30, 2026
Verdence Capital Advisors LLC History Reduced 61,431 41,890 2.48% 2.54% 686 -2,919 -4.54% Q4 2025 Jan 29, 2026
Tiller Private Wealth, Inc. History Reduced 61,198 41,731 14.85% 15.07% 687 -2,387 -3.75% Q4 2025 Jan 14, 2026
Trinity Financial Advisors LLC History Reduced 61,007 41,723 11.67% 12.17% 688 -2,066 -3.28% Q4 2025 Jan 13, 2026
GM Advisory Group, LLC History Added to 60,987 41,588 1.63% 1.2% 689 +18,541 43.68% Q4 2025 Feb 13, 2026
Ashton Thomas Private Wealth, LLC History Added to 60,769 41,561 1.01% 1.04% 690 +930 1.55% Q4 2025 Jan 29, 2026
Wealth Advisory Solutions, LLC History Reduced 60,690 41,385 9.65% 9.81% 691 -100 -0.16% Q4 2025 Jan 16, 2026
Argent Trust Co History Added to 60,503 41,258 1.41% 1.4% 692 +1,230 2.08% Q4 2025 Feb 10, 2026
IHT Wealth Management, LLC History Reduced 60,475 41,241 1.0% 1.41% 693 -23,844 -28.28% Q4 2025 Feb 17, 2026
CAMBIENT FAMILY OFFICE, LLC History New 60,211 41,178 5.88% 694 +60,211 New Q4 2025 Feb 20, 2026
ASSOCIATED BANC-CORP History Reduced 60,199 41,050 1.05% 1.07% 695 -547 -0.9% Q4 2025 Feb 06, 2026
Orchard Capital Management, LLC History No change 60,000 40,915 35.51% 34.54% 696 0 0.0% Q4 2025 Feb 12, 2026
ASPIRIANT, LLC History Reduced 59,832 40,800 1.17% 1.23% 697 -597 -0.99% Q4 2025 Jan 20, 2026
Jackson, Grant Investment Advisers, Inc. History Reduced 59,756 40,748 13.42% 13.42% 698 -561 -0.93% Q4 2025 Jan 27, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 59,350 40,471 0.09% 0.1% 699 -3,125 -5.0% Q4 2025 Feb 17, 2026
Humankind Investments LLC History No change 59,140 40,328 18.09% 9.02% 700 0 0.0% Q4 2025 Feb 17, 2026
HANOVER ADVISORS INC History Reduced 59,094 40,297 15.65% 15.35% 701 -272 -0.46% Q4 2025 Feb 17, 2026
Wilkerson Advisory Group LLC History New 58,991 40,227 14.17% 702 +58,991 New Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History Added to 58,745 40,176 1.5% 1.43% 703 +1,519 2.65% Q4 2025 Feb 12, 2026
Spire Wealth Management History Reduced 58,788 40,088 1.34% 1.43% 704 -4,217 -6.69% Q4 2025 Jan 14, 2026
Northeast Financial Group, Inc. History Added to 58,780 40,085 9.07% 7.23% 705 +15,178 34.81% Q4 2025 Feb 17, 2026
MTC Wealth Management LLC History Reduced 58,688 40,020 18.78% 18.79% 706 -1,887 -3.12% Q4 2025 Jan 15, 2026
ADIRONDACK TRUST CO History Reduced 58,676 40,011 13.16% 13.26% 707 -665 -1.12% Q4 2025 Jan 08, 2026
Evansbrook LLC History New 58,475 39,875 26.67% 708 +58,475 New Q4 2025 Feb 19, 2026
Retirement Planning Group, LLC History Added to 58,397 39,821 1.31% 1.25% 709 +4,148 7.65% Q4 2025 Feb 03, 2026
James J. Burns & Company, LLC History Added to 58,382 39,812 5.49% 4.89% 710 +9,154 18.6% Q4 2025 Jan 23, 2026
OneDigital Investment Advisors LLC History Reduced 62,498 39,787 0.39% 0.43% 711 -8,762 -12.3% Q4 2025 Feb 13, 2026
Navigation Wealth Management, Inc. History Reduced 58,347 39,787 59.09% 61.7% 712 -4,683 -7.43% Q4 2025 Jan 29, 2026
K2 PRINCIPAL FUND, L.P. History New 58,200 39,687 3.2% 713 +58,200 New Q4 2025 Feb 13, 2026
1832 Asset Management L.P. History Added to 57,943 39,512 0.03% 0.02% 714 +25,018 75.98% Q4 2025 Feb 13, 2026
WEDBUSH SECURITIES INC History Added to 57,898 39,482 1.15% 1.16% 715 +4,593 8.62% Q4 2025 Feb 12, 2026
BANK HAPOALIM BM History Reduced 57,777 39,399 3.42% 4.79% 716 -683 -1.17% Q4 2025 Feb 17, 2026
TCV Trust & Wealth Management, Inc. History Added to 57,672 39,327 3.18% 2.97% 717 +4,428 8.32% Q4 2025 Jan 23, 2026
Calamos Wealth Management LLC History Reduced 57,654 39,290 1.35% 1.49% 718 -4,661 -7.48% Q4 2025 Jan 29, 2026
Union Bancaire Privee, UBP SA History Added to 55,647 39,256 0.47% 0.5% 719 +5,406 10.76% Q4 2025 Jan 05, 2026
Marex Group plc History Added to 57,381 39,129 0.25% 0.16% 720 +23,494 69.33% Q4 2025 Feb 12, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 57,232 39,028 15.27% 15.48% 721 +33 0.06% Q4 2025 Jan 27, 2026
TIG Advisors, LLC History Added to 57,198 38,998 1.81% 2.26% 722 +159 0.28% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 57,054 38,906 0.96% 0.94% 723 +2,926 5.41% Q4 2025 Feb 09, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 57,015 38,879 1.45% 1.51% 724 +153 0.27% Q4 2025 Feb 13, 2026
Capital Wealth Planning, LLC History Added to 57,003 38,871 0.25% 0.26% 725 +2,212 4.04% Q4 2025 Feb 11, 2026
SFG Wealth Management, LLC. History Reduced 56,997 38,867 15.27% 27.39% 726 -37,934 -39.96% Q4 2025 Feb 03, 2026
Hapanowicz & Associates Financial Services, Inc History Added to 56,967 38,847 15.22% 17.25% 727 +884 1.58% Q4 2025 Feb 11, 2026
CULLINAN ASSOCIATES INC History Added to 56,861 38,774 2.63% 2.37% 728 +2,194 4.01% Q4 2025 Jan 30, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Added to 56,575 38,579 0.27% 0.19% 729 +13,463 31.23% Q4 2025 Feb 17, 2026
Glen Eagle Advisors, LLC History Added to 56,524 38,544 5.25% 5.21% 730 +308 0.55% Q4 2025 Feb 13, 2026
Hibernia Wealth Partners, LLC History Added to 56,352 38,439 11.57% 12.47% 731 +27,137 92.89% Q4 2025 Feb 12, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 56,367 38,438 9.24% 9.27% 732 -1,012 -1.76% Q4 2025 Jan 29, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Reduced 56,275 38,375 0.29% 0.29% 733 -319 -0.56% Q4 2025 Jan 29, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 56,243 38,353 0.16% 0.16% 734 -2,586 -4.4% Q4 2025 Feb 09, 2026
WELCH & FORBES LLC History Added to 56,158 38,295 0.46% 0.32% 735 +15,846 39.31% Q4 2025 Feb 10, 2026
HMS Capital Management, LLC History Reduced 56,110 38,262 15.83% 15.35% 736 -24,247 -30.17% Q4 2025 Jan 16, 2026
Kellett Wealth Advisors, LLC History Added to 56,074 38,238 21.84% 22.35% 737 +477 0.86% Q4 2025 Jan 23, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 56,000 38,187 0.02% 0.04% 738 -50,000 -47.17% Q4 2025 Jan 23, 2026
PROFFITT & GOODSON INC History Reduced 55,932 38,141 5.32% 5.48% 739 -1,424 -2.48% Q4 2025 Jan 27, 2026
McAlister, Sweet & Associates, Inc. History Reduced 55,895 38,115 28.94% 35.61% 740 -25,050 -30.95% Q4 2025 Jan 02, 2026
Cercano Management LLC History Added to 55,788 38,042 1.44% 1.33% 741 +3,601 6.9% Q4 2025 Feb 10, 2026
Capasso Planning Partners LLC History Reduced 55,703 37,984 20.81% 23.59% 742 -2,031 -3.52% Q4 2025 Feb 17, 2026
SHERMAN PORFOLIOS, LLC History Added to 55,483 37,834 2.58% 4.36% 743 +37,172 203.0% Q4 2025 Feb 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 55,213 37,748 2.08% 1.9% 744 +8,684 18.66% Q4 2025 Feb 17, 2026
McElhenny Sheffield Capital Management, LLC History Reduced 55,316 37,721 9.18% 9.2% 745 -2,988 -5.12% Q4 2025 Jan 21, 2026
Mechanics Bank Trust Department History Reduced 55,202 37,643 4.93% 5.18% 746 -217 -0.39% Q4 2025 Jan 14, 2026
Compound Planning, Inc. History Added to 55,110 37,580 1.1% 0.64% 747 +25,220 84.38% Q4 2025 Feb 19, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 54,689 37,293 0.21% 0.2% 748 +3,464 6.76% Q4 2025 Feb 11, 2026
ADAR1 Capital Management, LLC History Reduced 54,684 37,290 2.74% 6.27% 749 -45,500 -45.42% Q4 2025 Feb 18, 2026
Swiss Life Asset Management Ltd History New 54,600 37,232 0.19% 750 +54,600 New Q4 2025 Feb 04, 2026
Dorsey & Whitney Trust CO LLC History Reduced 54,297 37,026 1.96% 1.91% 751 -43 -0.08% Q4 2025 Feb 11, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 54,243 36,989 3.16% 2.65% 752 +26,899 98.37% Q4 2025 Feb 11, 2026
Larson Financial Group LLC History Added to 123,974 36,904 1.23% 1.11% 753 +10,970 9.71% Q4 2025 Feb 06, 2026
Safeguard Investment Advisory Group, LLC History Reduced 54,027 36,842 9.42% 9.59% 754 -3,993 -6.88% Q4 2025 Feb 13, 2026
Focus Financial Network, Inc. History Added to 53,867 36,732 1.28% 1.27% 755 +235 0.44% Q4 2025 Jan 12, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 53,556 36,621 4.11% 4.11% 756 -235 -0.44% Q4 2025 Jan 22, 2026
Crescent Grove Advisors, LLC History Reduced 53,212 36,392 3.38% 3.73% 757 -5,579 -9.49% Q4 2025 Feb 11, 2026
Kingsview Wealth Management, LLC History Added to 53,318 36,358 0.52% 0.39% 758 +15,167 39.76% Q4 2025 Feb 09, 2026
Prosperity Consulting Group, LLC History Added to 53,253 36,314 1.63% 1.69% 759 +1,877 3.65% Q4 2025 Feb 17, 2026
OAKMONT Corp History Added to 53,241 36,306 6.28% 6.17% 760 +1,415 2.73% Q4 2025 Jan 20, 2026
CoreCap Advisors, LLC History Reduced 53,166 36,254 1.27% 1.31% 761 -1,036 -1.91% Q4 2025 Jan 13, 2026
Roth Financial Partners LLC History Reduced 53,079 36,215 11.95% 11.97% 762 -269 -0.5% Q4 2025 Jan 29, 2026
GREENBERG FINANCIAL GROUP History New 53,028 36,173 14.89% 763 +53,028 New Q4 2025 Jan 22, 2026
DRW Securities, LLC History Reduced 53,000 36,141 0.96% 1.22% 764 -47,123 -47.07% Q4 2025 Feb 12, 2026
Capital World Investors History Added to 52,566 36,113 0.0% 0.0% 765 +10,917 26.21% Q4 2025 Feb 11, 2026
Capital Group Private Client Services, Inc. History Added to 52,676 35,921 0.57% 0.58% 766 +344 0.66% Q4 2025 Feb 11, 2026
Bridgewater Advisors Inc. History Reduced 52,390 35,908 2.33% 2.44% 767 -68 -0.13% Q4 2025 Jan 23, 2026
Callan Family Office, LLC History Added to 52,590 35,862 0.77% 1.08% 768 +1,487 2.91% Q4 2025 Feb 12, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 52,547 35,833 0.71% 0.71% 769 -1,019 -1.9% Q4 2025 Feb 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Added to 52,480 35,787 1.97% 1.89% 770 +2,294 4.57% Q4 2025 Feb 13, 2026
Constant Guidance Financial LLC History Added to 52,403 35,734 25.14% 24.91% 771 +5,564 11.88% Q4 2025 Feb 10, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Added to 52,196 35,593 0.18% 0.17% 772 +2,472 4.97% Q4 2025 Feb 10, 2026
Avestar Capital, LLC History Reduced 52,067 35,505 2.3% 2.99% 773 -16,432 -23.99% Q4 2025 Feb 10, 2026
Capital Investment Advisors, LLC History Reduced 52,017 35,471 0.54% 0.58% 774 -688 -1.31% Q4 2025 Jan 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 51,781 35,310 2.43% 2.68% 775 -1,740 -3.25% Q4 2025 Feb 02, 2026
Curated Wealth Partners LLC History Added to 51,774 35,305 3.82% 4.16% 776 +141 0.27% Q4 2025 Jan 12, 2026
Ironsides Asset Advisors, LLC History Added to 51,627 35,205 8.92% 8.86% 777 +25 0.05% Q4 2025 Feb 12, 2026
FARMERS TRUST CO History Reduced 51,542 35,147 5.73% 7.08% 778 -10,159 -16.46% Q4 2025 Jan 06, 2026
Granite FO LLC History Reduced 51,542 35,147 18.75% 18.79% 779 -398 -0.77% Q4 2025 Feb 06, 2026
Clarity Wealth Advisors, LLC History Added to 51,485 35,108 7.16% 7.52% 780 +258 0.5% Q4 2025 Jan 23, 2026
DIVERSIFIED MANAGEMENT INC History New 51,436 35,074 8.19% 781 +51,436 New Q4 2025 Jan 26, 2026
First Heartland Consultants, Inc. History Reduced 51,325 34,999 2.65% 2.82% 782 -1,216 -2.31% Q4 2025 Jan 09, 2026
Momentum Wealth Planning, LLC History Reduced 51,051 34,914 27.24% 26.74% 783 -385 -0.75% Q4 2025 Jan 28, 2026
Western Wealth Management, LLC History Added to 50,782 34,629 1.6% 1.75% 784 +903 1.81% Q4 2025 Feb 05, 2026
BIRINYI ASSOCIATES INC History Reduced 50,769 34,620 8.66% 9.01% 785 -2,167 -4.09% Q4 2025 Feb 10, 2026
BOSTON FAMILY OFFICE LLC History Added to 50,693 34,568 2.19% 2.08% 786 +1,701 3.47% Q4 2025 Feb 13, 2026
Wind River Trust Co History Reduced 50,618 34,517 12.89% 12.63% 787 -655 -1.28% Q4 2025 Feb 05, 2026
Marmo Financial Group, LLC History Reduced 50,600 34,505 16.33% 16.6% 788 -851 -1.65% Q4 2025 Feb 03, 2026
NBC SECURITIES, INC. History Added to 50,529 34,457 2.58% 2.52% 789 +1,430 2.91% Q4 2025 Jan 29, 2026
Vestmark Advisory Solutions, Inc. History Added to 50,505 34,440 0.46% 0.11% 790 +41,909 487.54% Q4 2025 Feb 06, 2026
MKT Advisors LLC History Reduced 49,981 34,372 11.73% 12.7% 791 -1,067 -2.09% Q4 2025 Jan 08, 2026
Sanchez Wealth Management Group History Reduced 50,291 34,293 7.33% 8.05% 792 -4,148 -7.62% Q4 2025 Feb 04, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 50,283 34,288 2.16% 2.2% 793 -607 -1.19% Q4 2025 Feb 17, 2026
GQG Partners LLC History Added to 50,058 34,138 0.06% 0.02% 794 +32,722 188.75% Q4 2025 Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 59,475 34,114 0.59% 0.6% 795 +9,005 17.84% Q4 2025 Feb 19, 2026
Anson Funds Management LP History New 50,000 34,096 3.21% 798 +50,000 New Q4 2025 Feb 17, 2026
DG Capital Management, LLC History New 50,000 34,096 14.96% 799 +50,000 New Q4 2025 Feb 13, 2026
Kore Advisors LP History New 50,000 34,096 24.92% 801 +50,000 New Q4 2025 Feb 13, 2026
Murchinson Ltd. History Reduced 50,000 34,096 5.49% 8.24% 800 -47,500 -48.72% Q4 2025 Feb 17, 2026
Daiwa Securities Group Inc. History Added to 50,000 34,096 0.11% 0.03% 797 +34,770 228.3% Q4 2025 Feb 11, 2026
Sculptor Capital LP History Added to 50,000 34,096 0.35% 0.29% 796 +12,500 33.33% Q4 2025 Feb 13, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 49,987 34,087 2.8% 2.59% 802 -778 -1.53% Q4 2025 Feb 17, 2026
True North Advisors, LLC History Added to 49,954 34,064 4.4% 4.09% 803 +11,319 29.3% Q4 2025 Jan 22, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 49,446 33,876 1.0% 0.83% 804 +29,705 150.47% Q4 2025 Feb 13, 2026
Austin Private Wealth, LLC History Reduced 49,553 33,790 2.51% 2.65% 805 -2,914 -5.55% Q4 2025 Jan 20, 2026
Cresta Advisors, Ltd. History Added to 49,552 33,790 14.17% 14.65% 806 +279 0.57% Q4 2025 Feb 03, 2026
HM PAYSON & CO History Reduced 49,525 33,783 0.48% 0.48% 807 -806 -1.6% Q4 2025 Feb 12, 2026
Aft, Forsyth & Sober, LLC History No change 49,400 33,686 10.2% 10.2% 808 0 0.0% Q4 2025 Feb 13, 2026
NorthCrest Asset Manangement, LLC History Reduced 48,863 33,604 0.75% 0.78% 809 -205 -0.42% Q4 2025 Jan 08, 2026
Clarius Group, LLC History Reduced 49,026 33,431 1.91% 2.03% 810 -2,501 -4.85% Q4 2025 Jan 14, 2026
MPWM ADVISORY SOLUTIONS, LLC History Reduced 48,935 33,369 18.59% 21.93% 811 -6,433 -11.62% Q4 2025 Feb 17, 2026
Ninepoint Partners LP History Reduced 48,800 33,277 3.68% 4.43% 812 -1,700 -3.37% Q4 2025 Feb 17, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 48,717 33,221 1.36% 0.88% 813 +17,316 55.14% Q4 2025 Jan 16, 2026
GFS Advisors, LLC History Reduced 47,500 33,101 3.93% 4.19% 814 -1,854 -3.76% Q4 2025 Feb 11, 2026
Sycale Advisors (NY) LLC History Reduced 48,500 33,073 10.28% 23.98% 815 -143,800 -74.78% Q4 2025 Feb 13, 2026
Fortis Capital Advisors, LLC History Added to 48,411 33,013 4.87% 5.1% 816 +106 0.22% Q4 2025 Jan 27, 2026
QUADRANT CAPITAL GROUP LLC History Added to 48,395 33,001 1.0% 0.51% 817 +24,682 104.09% Q4 2025 Feb 13, 2026
Montz Harcus Wealth Management LLC History Reduced 48,257 32,907 13.34% 14.24% 818 -722 -1.47% Q4 2025 Jan 22, 2026
BigSur Wealth Management LLC History Reduced 48,067 32,875 7.97% 8.6% 819 -4,487 -8.54% Q4 2025 Jan 27, 2026
Americana Partners, LLC History Added to 48,191 32,862 0.9% 0.65% 820 +15,793 48.75% Q4 2025 Feb 06, 2026
Regal Investment Advisors LLC History Added to 48,061 32,774 1.96% 2.06% 821 +602 1.27% Q4 2025 Feb 17, 2026
Essex Financial Services, Inc. History Added to 47,956 32,702 1.86% 1.91% 822 +112 0.23% Q4 2025 Feb 10, 2026
Palumbo Wealth Management LLC History Added to 47,811 32,602 8.04% 10.11% 823 +298 0.63% Q4 2025 Jan 21, 2026
Calydon Capital History Added to 47,765 32,571 5.49% 5.07% 824 +67 0.14% Q4 2025 Feb 17, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 47,718 32,539 5.22% 4.71% 825 +9,050 23.4% Q4 2025 Jan 26, 2026
HANCOCK WHITNEY CORP History Added to 47,616 32,470 0.59% 0.53% 826 +3,810 8.7% Q4 2025 Feb 17, 2026
Paloma Partners Management Co History New 47,500 32,391 5.9% 827 +47,500 New Q4 2025 Feb 17, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 47,494 32,387 5.08% 5.01% 828 +1,967 4.32% Q4 2025 Feb 11, 2026
Empowered Funds, LLC History Added to 47,476 32,374 0.55% 0.07% 829 +37,450 373.53% Q4 2025 Feb 18, 2026
Erste Asset Management GmbH History Added to 47,469 32,370 0.27% 0.17% 830 +21,209 80.77% Q4 2025 Feb 11, 2026
CDC Financial, Inc. History New 46,400 32,115 15.03% 831 +46,400 New Q4 2025 Feb 13, 2026
iA Global Asset Management Inc. History Reduced 46,816 31,925 0.41% 0.64% 832 -23,221 -33.16% Q4 2025 Feb 05, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 46,683 31,847 0.27% 0.33% 833 +1,263 2.78% Q4 2025 Jan 28, 2026
71 West Capital Partners History New 46,685 31,835 1.46% 834 +46,685 New Q4 2025 Feb 17, 2026
Parallel Advisors, LLC History Added to 46,617 31,789 0.58% 0.56% 835 +630 1.37% Q4 2025 Feb 11, 2026
BSW Wealth Partners History Reduced 46,601 31,778 3.81% 3.94% 836 -851 -1.79% Q4 2025 Jan 23, 2026
Weiss Asset Management LP History No change 46,500 31,709 0.44% 10.81% 837 0 0.0% Q4 2025 Feb 17, 2026
ZACKS INVESTMENT MANAGEMENT History New 46,474 31,691 0.25% 838 +46,474 New Q4 2025 Feb 17, 2026
Redhawk Wealth Advisors, Inc. History Added to 46,438 31,666 3.55% 3.23% 839 +4,627 11.07% Q4 2025 Jan 14, 2026
Benchmark Financial Wealth Advisors, LLC History Reduced 46,398 31,639 9.08% 9.73% 840 -2,132 -4.39% Q4 2025 Jan 27, 2026
Taylor & Morgan Wealth Management, LLC History Added to 46,316 31,583 17.7% 18.39% 841 +1,349 3.0% Q4 2025 Jan 16, 2026
Independent Family Office, LLC History No change 46,220 31,518 13.16% 13.03% 842 0 0.0% Q4 2025 Feb 13, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History Added to 46,064 31,420 5.13% 4.97% 843 +1,691 3.81% Q4 2025 Feb 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 46,050 31,402 0.46% 0.38% 844 +6,658 16.9% Q4 2025 Feb 12, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 45,933 31,322 1.81% 1.14% 845 +25,120 120.69% Q4 2025 Feb 09, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 45,891 31,294 0.6% 0.67% 846 -4,414 -8.77% Q4 2025 Feb 12, 2026
Aspect Partners, LLC History Added to 45,860 31,273 13.69% 9.34% 847 +14,988 48.55% Q4 2025 Jan 23, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History Added to 480,984 31,226 18.52% 18.24% 848 +27,658 6.1% Q4 2025 Jan 06, 2026
First Western Trust Bank History Reduced 45,627 31,113 1.53% 3.78% 849 -78,060 -63.11% Q4 2025 Feb 12, 2026
Hobart Private Capital, LLC History Reduced 45,441 30,987 6.05% 6.64% 850 -2,190 -4.6% Q4 2025 Jan 27, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 45,240 30,850 0.45% 0.43% 851 +2,898 6.84% Q4 2025 Feb 09, 2026
Ameritas Advisory Services, LLC History Added to 45,225 30,839 1.15% 1.69% 852 +6,545 16.92% Q4 2025 Feb 04, 2026
BRIGADE CAPITAL MANAGEMENT, LP History New 45,200 30,822 9.31% 853 +45,200 New Q4 2025 Feb 13, 2026
SMITH, MOORE & CO. History Reduced 45,197 30,820 2.33% 2.75% 854 -8,797 -16.29% Q4 2025 Jan 23, 2026
LWM Advisory Services, LLC History Added to 45,197 30,820 18.06% 17.23% 855 +834 1.88% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 45,162 30,796 0.35% 0.36% 856 -2,924 -6.08% Q4 2025 Feb 13, 2026
GC Wealth Management RIA, LLC History Added to 45,140 30,781 1.13% 0.78% 857 +9,470 26.55% Q4 2025 Jan 30, 2026
MOTCO History Reduced 45,065 30,730 2.79% 2.75% 858 -59 -0.13% Q4 2025 Feb 06, 2026
Elequin Capital, LP History Added to 45,019 30,699 2.28% 0.04% 859 +44,038 4489.09% Q4 2025 Feb 17, 2026
Union Square Park Capital Management, LLC History Reduced 45,000 30,686 14.75% 22.04% 861 -48,000 -51.61% Q4 2025 Feb 17, 2026
WHITE MOUNTAINS INSURANCE GROUP LTD History New 45,000 30,686 11.72% 860 +45,000 New Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 44,941 30,646 1.44% 1.32% 862 +6,756 17.69% Q4 2025 Jan 26, 2026
Eversept Partners, LP History New 44,900 30,618 1.54% 863 +44,900 New Q4 2025 Feb 17, 2026
AMARILLO NATIONAL BANK History Reduced 44,875 30,601 5.37% 5.35% 864 -803 -1.76% Q4 2025 Jan 28, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 45,016 30,501 0.33% 0.19% 865 +18,677 70.91% Q4 2025 Jan 21, 2026
Vavra Capital Management, LLC History New 44,699 30,481 29.94% 866 +44,699 New Q4 2025 Jan 22, 2026
Aragon Global Management, LP History No change 44,580 30,399 9.23% 9.13% 867 0 0.0% Q4 2025 Feb 17, 2026
Ayalon Insurance Comp Ltd. History Added to 44,419 30,357 7.37% 6.51% 868 +5,817 15.07% Q4 2025 Jan 12, 2026
Addison Capital Co History Added to 44,502 30,347 7.58% 6.71% 869 +10,417 30.56% Q4 2025 Feb 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 44,482 30,333 1.6% 0.85% 870 +23,967 116.83% Q4 2025 Jan 26, 2026
Firestone Capital Management History Reduced 44,410 30,284 6.42% 6.67% 871 -1,914 -4.13% Q4 2025 Feb 09, 2026
KCM INVESTMENT ADVISORS LLC History Added to 44,364 30,253 0.97% 0.95% 872 +291 0.66% Q4 2025 Feb 13, 2026
NDWM LLC History Added to 44,102 30,074 19.9% 19.18% 873 +1,661 3.91% Q4 2025 Feb 05, 2026
Timmons Wealth Management, LLC History New 43,987 29,995 29.52% 874 +43,987 New Q4 2025 Feb 12, 2026
Advance Capital Management, Inc. History Reduced 43,914 29,946 1.27% 1.31% 875 -1,340 -2.96% Q4 2025 Jan 06, 2026
GERMAN AMERICAN BANCORP, INC. History Reduced 43,894 29,932 2.55% 2.61% 876 -492 -1.11% Q4 2025 Feb 17, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 43,791 29,861 2.74% 2.68% 877 0 0.0% Q4 2025 Feb 06, 2026
Family Manage LLC History Added to 43,755 29,837 3.77% 3.79% 878 +2,420 5.85% Q4 2025 Feb 17, 2026
FSA WEALTH PARTNERS, INC. History Added to 43,753 29,836 10.72% 10.27% 879 +3,725 9.31% Q4 2025 Jan 30, 2026
Jasper Ridge Partners, L.P. History No change 43,695 29,796 0.66% 0.66% 880 0 0.0% Q4 2025 Feb 12, 2026
Heritage Trust Co History Added to 43,633 29,754 3.03% 2.91% 881 +2,447 5.94% Q4 2025 Feb 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 43,349 29,560 1.02% 1.05% 882 -3,602 -7.67% Q4 2025 Feb 12, 2026
Argos Wealth Advisors, LLC History New 6,923 29,510 7.93% 883 +6,923 New Q4 2025 Feb 04, 2026
CenterStar Asset Management, LLC History Added to 43,167 29,449 8.28% 4.62% 884 +10,756 33.19% Q4 2025 Jan 27, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Added to 43,105 29,394 8.65% 6.51% 885 +11,725 37.36% Q4 2025 Jan 21, 2026
ARS Investment Partners, LLC History Added to 43,069 29,369 1.72% 1.88% 886 +277 0.65% Q4 2025 Feb 05, 2026
Salomon & Ludwin, LLC History Added to 42,641 29,324 2.59% 2.56% 887 +54 0.13% Q4 2025 Jan 28, 2026
ATALANTA SOSNOFF CAPITAL, LLC History Added to 42,900 29,254 0.57% 0.27% 888 +21,519 100.65% Q4 2025 Feb 13, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 42,522 29,081 0.65% 0.52% 889 +9,764 29.81% Q4 2025 Jan 27, 2026
StoneX Group Inc. History Added to 42,393 28,954 1.26% 0.59% 890 +22,052 108.41% Q4 2025 Feb 12, 2026
111 Capital History New 42,442 28,942 6.31% 891 +42,442 New Q4 2025 Feb 11, 2026
Resonant Capital Advisors, LLC History Reduced 42,223 28,876 1.59% 1.65% 892 -83 -0.2% Q4 2025 Jan 29, 2026
Provenance Wealth Advisors, LLC History Reduced 42,020 28,654 3.18% 3.77% 893 -1,712 -3.91% Q4 2025 Jan 26, 2026
Sovereign Financial Group, Inc. History Added to 41,948 28,605 4.93% 5.1% 894 +1,032 2.52% Q4 2025 Jan 07, 2026
Snowden Capital Advisors LLC History Added to 41,821 28,601 0.74% 0.76% 895 +455 1.1% Q4 2025 Feb 17, 2026
Three Bridge Wealth Advisors, LLC History Added to 41,763 28,562 7.53% 7.11% 896 +484 1.17% Q4 2025 Feb 10, 2026
PKS Advisory Services, LLC History Reduced 41,862 28,546 6.51% 5.84% 897 -104 -0.25% Q4 2025 Feb 02, 2026
Indiana Trust & Investment Management Co History Reduced 41,755 28,473 8.4% 8.53% 898 -320 -0.76% Q4 2025 Jan 21, 2026
LCM Capital Management Inc History Reduced 41,638 28,393 13.72% 13.41% 899 -338 -0.81% Q4 2025 Jan 29, 2026
Financial Engines Advisors L.L.C. History Added to 41,516 28,310 0.05% 0.05% 900 +1,414 3.53% Q4 2025 Feb 12, 2026
GREENLEAF TRUST History Reduced 41,426 28,249 0.26% 0.26% 901 -2,023 -4.66% Q4 2025 Jan 21, 2026
NEPC LLC History Reduced 41,403 28,233 0.6% 0.73% 902 -206 -0.5% Q4 2025 Feb 17, 2026
FFT WEALTH MANAGEMENT LLC History Reduced 41,260 28,218 5.37% 5.91% 903 -6,947 -14.41% Q4 2025 Feb 09, 2026
Investors Portfolio Services LLC History New 41,231 28,148 25.35% 904 +41,231 New Q4 2025 Feb 09, 2026
Nuveen, LLC History Added to 41,796 28,075 0.01% 0.0% 905 +32,479 348.6% Q4 2025 Feb 12, 2026
LANDMARK WEALTH MANAGEMENT, INC. History Reduced 40,988 27,950 10.55% 10.84% 906 -702 -1.68% Q4 2025 Feb 13, 2026
Financially Speaking Inc History New 40,887 27,881 18.04% 907 +40,887 New Q4 2025 Feb 10, 2026
Houlihan Financial Resource Group, Ltd. History Added to 40,562 27,853 10.59% 11.75% 908 +20,479 101.97% Q4 2025 Feb 10, 2026
B. Riley Wealth Advisors, Inc. History Added to 40,822 27,837 1.28% 1.2% 909 +1,854 4.76% Q4 2025 Feb 17, 2026
Avior Wealth Management, LLC History Reduced 40,366 27,526 0.86% 0.95% 910 -3,700 -8.4% Q4 2025 Jan 06, 2026
Diversified Portfolios, Inc. History Reduced 40,294 27,477 2.29% 2.4% 911 -452 -1.11% Q4 2025 Feb 09, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 40,209 27,419 2.21% 2.27% 912 +1,184 3.03% Q4 2025 Feb 12, 2026
MidFirst Bank History New 40,207 27,417 2.18% 913 +40,207 New Q4 2025 Feb 25, 2026
BLB&B Advisors, LLC History Added to 40,026 27,294 1.14% 1.13% 914 +585 1.48% Q4 2025 Jan 26, 2026
11 Capital Partners LP History New 40,000 27,276 7.5% 915 +40,000 New Q4 2025 Feb 13, 2026
Rothschild Wealth LLC History Added to 39,988 27,268 2.62% 2.65% 916 +21,750 119.26% Q4 2025 Feb 17, 2026
Ciovacco Capital Management LLC History Reduced 39,878 27,193 13.62% 13.68% 917 -932 -2.28% Q4 2025 Feb 09, 2026
Legacy Advisors, LLC History Added to 39,879 27,193 2.92% 3.26% 918 +204 0.51% Q4 2025 Jan 27, 2026
Roble, Belko & Company, Inc History Reduced 39,857 27,179 3.56% 3.61% 919 -74 -0.19% Q4 2025 Jan 12, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 39,690 27,065 1.13% 1.11% 920 +786 2.02% Q4 2025 Feb 13, 2026
Signal Advisors Wealth, LLC History Added to 39,612 27,012 2.15% 2.33% 921 +985 2.55% Q4 2025 Jan 13, 2026
Black Maple Capital Management LP History Reduced 39,583 26,992 18.89% 40.93% 924 -87,200 -68.78% Q4 2025 Feb 17, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 39,583 26,992 2.51% 2.78% 922 0 0.0% Q4 2025 Feb 06, 2026
GEORGE KAISER FAMILY FOUNDATION History No change 39,583 26,992 3.61% 3.7% 923 0 0.0% Q4 2025 Feb 10, 2026
Penobscot Investment Management Company, Inc. History Added to 39,582 26,991 2.03% 2.0% 925 +535 1.37% Q4 2025 Jan 27, 2026
Whitford Management LLC History Added to 39,459 26,907 27.33% 26.4% 926 +8 0.02% Q4 2025 Feb 17, 2026
Cadence Bank History Added to 39,402 26,869 1.57% 1.56% 927 +936 2.43% Q4 2025 Jan 30, 2026
Pallas Capital Advisors LLC History Added to 39,396 26,865 0.89% 0.26% 928 +28,767 270.65% Q4 2025 Jan 14, 2026
Wellspring Financial Advisors, LLC History Added to 768,409 26,834 2.12% 2.33% 929 +54,194 7.59% Q4 2025 Feb 11, 2026
Tull Financial Group, Inc. History Reduced 39,214 26,740 11.45% 11.54% 930 -23 -0.06% Q4 2025 Feb 12, 2026
RAELIPSKIE PARTNERSHIP History Reduced 39,117 26,674 11.18% 11.36% 931 -579 -1.46% Q4 2025 Feb 04, 2026
Connecticut Wealth Management, LLC History Reduced 39,004 26,597 1.16% 1.16% 932 -119 -0.3% Q4 2025 Feb 12, 2026
LFA - Lugano Financial Advisors SA History Reduced 38,944 26,556 13.71% 14.18% 933 -1,434 -3.55% Q4 2025 Jan 29, 2026
Palisade Asset Management, LLC History Reduced 38,902 26,528 2.59% 2.42% 934 -117 -0.3% Q4 2025 Feb 13, 2026
Soltis Investment Advisors LLC History Reduced 38,672 26,371 1.74% 1.63% 935 -3,158 -7.55% Q4 2025 Apr 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 38,425 26,273 0.34% 0.3% 936 +4,008 11.65% Q4 2025 Jan 22, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Added to 38,507 26,258 4.08% 4.24% 937 +8 0.02% Q4 2025 Feb 17, 2026
Guardian Wealth Advisors, LLC History Reduced 38,481 26,241 14.8% 14.96% 938 -1,133 -2.86% Q4 2025 Feb 02, 2026
Eagle Capital Management, LLC History Reduced 38,480 26,240 9.54% 9.74% 939 -222 -0.57% Q4 2025 Jan 12, 2026
Gryphon Financial Partners LLC History Added to 38,440 26,212 2.8% 2.65% 940 +3,544 10.16% Q4 2025 Jan 08, 2026
Avidian Wealth Enterprises, LLC History Added to 38,374 26,168 0.95% 0.96% 941 +83 0.22% Q4 2025 Feb 02, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 38,350 26,151 0.83% 0.88% 942 -540 -1.39% Q4 2025 Jan 12, 2026
Encompass More Asset Management History Reduced 37,997 25,924 4.78% 4.87% 943 -217 -0.57% Q4 2025 Feb 03, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 38,015 25,923 0.24% 0.25% 944 -1,304 -3.32% Q4 2025 Feb 03, 2026
ALBION FINANCIAL GROUP /UT History Added to 37,992 25,907 1.61% 1.5% 945 +609 1.63% Q4 2025 Jan 21, 2026
Integrity Financial Corp /WA History Added to 37,472 25,627 12.98% 11.74% 946 +653 1.77% Q4 2025 Feb 13, 2026
Shay Capital LLC History Reduced 37,550 25,606 2.64% 10.81% 947 -149,650 -79.94% Q4 2025 Feb 17, 2026
Pacific Wealth Strategies Group, Inc. History Added to 37,415 25,514 14.44% 14.29% 948 +2,447 7.0% Q4 2025 Feb 09, 2026
Pilgrim Partners Asia Pte Ltd History No change 37,253 25,403 12.14% 11.05% 949 0 0.0% Q4 2025 Feb 03, 2026
Strategic Equity Management History Reduced 37,178 25,352 8.6% 9.88% 950 -2,849 -7.12% Q4 2025 Feb 09, 2026
MassMutual Private Wealth & Trust, FSB History Added to 37,132 25,321 0.65% 0.16% 951 +27,584 288.9% Q4 2025 Jan 07, 2026
Taylor Securities Services, Inc. History New 37,115 25,309 11.55% 952 +37,115 New Q4 2025 Mar 05, 2026
Legacy Wealth Partners, LLC History New 37,095 25,295 6.55% 953 +37,095 New Q4 2025 Feb 17, 2026
Foguth Wealth Management, LLC. History New 36,965 25,253 3.91% 954 +36,965 New Q4 2025 Jan 05, 2026
SPINNAKER TRUST History Added to 36,978 25,216 1.35% 1.35% 955 +322 0.88% Q4 2025 Feb 10, 2026
Aspire Private Capital, LLC History Added to 36,736 25,051 5.57% 3.22% 956 +13,060 55.16% Q4 2025 Jan 16, 2026
Aristides Capital LLC History Reduced 36,464 24,865 4.4% 7.65% 957 -43,124 -54.18% Q4 2025 Feb 26, 2026
CONDOR CAPITAL MANAGEMENT History Reduced 36,416 24,833 2.01% 2.0% 958 -260 -0.71% Q4 2025 Feb 06, 2026
Williams Jones Wealth Management, LLC. History Reduced 36,391 24,815 0.28% 0.28% 959 -768 -2.07% Q4 2025 Feb 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 36,352 24,789 7.16% 7.21% 960 0 0.0% Q4 2025 Feb 04, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History New 36,318 24,765 1.66% 961 +36,318 New Q4 2025 Feb 13, 2026
FIRST MANHATTAN CO. LLC. History Reduced 36,119 24,702 0.06% 0.07% 962 -2,001 -5.25% Q4 2025 Feb 17, 2026
Accurate Wealth Management, LLC History Added to 35,590 24,699 3.13% 2.9% 963 +2,698 8.2% Q4 2025 Jan 14, 2026
Blue Edge Capital, LLC History Added to 36,125 24,634 3.3% 3.39% 964 +327 0.91% Q4 2025 Feb 12, 2026
TEXAS PERMANENT SCHOOL FUND CORP History Reduced 36,040 24,576 1.12% 0.98% 965 -9,312 -20.53% Q4 2025 Feb 13, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Added to 35,955 24,518 1.29% 1.12% 966 +16,489 84.71% Q4 2025 Feb 09, 2026
SVB WEALTH LLC History Reduced 35,942 24,509 1.45% 1.5% 967 -6,014 -14.33% Q4 2025 Feb 04, 2026
XTX Topco Ltd History Added to 35,938 24,506 0.64% 0.23% 968 +29,184 432.1% Q4 2025 Feb 17, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 35,844 24,442 0.13% 0.13% 969 -608 -1.67% Q4 2025 Jan 13, 2026
McHugh Group, LLC History Added to 35,793 24,408 13.89% 12.4% 970 +4,677 15.03% Q4 2025 Feb 02, 2026
Aspen Investment Management Inc History Added to 35,654 24,314 7.33% 9.09% 971 +344 0.97% Q4 2025 Feb 06, 2026
CENTRAL TRUST Co History Added to 35,650 24,310 0.48% 0.49% 972 +785 2.25% Q4 2025 Feb 02, 2026
MARATHON ASSET MANAGEMENT LP History New 35,000 24,218 37.66% 973 +35,000 New Q4 2025 Feb 17, 2026
DAVENPORT & Co LLC History Reduced 35,382 24,127 0.13% 0.14% 974 -5,287 -13.0% Q4 2025 Jan 12, 2026
Strategic Wealth Investment Group, LLC History Reduced 35,152 23,970 2.95% 3.93% 975 -34,942 -49.85% Q4 2025 Feb 11, 2026
JCP Investment Management, LLC History Added to 34,995 23,864 18.86% 15.08% 976 +448 1.3% Q4 2025 Feb 18, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 34,923 23,814 2.29% 0.76% 977 +21,445 159.11% Q4 2025 Jan 12, 2026
Brickley Wealth Management History No change 34,863 23,773 4.01% 4.05% 978 0 0.0% Q4 2025 Jan 29, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 34,846 23,762 1.61% 1.7% 979 -1,386 -3.83% Q4 2025 Jan 08, 2026
TRUST CO OF OKLAHOMA History Reduced 34,792 23,725 6.92% 6.89% 980 -155 -0.44% Q4 2025 Jan 14, 2026
Ausdal Financial Partners, Inc. History Reduced 34,776 23,720 1.1% 1.33% 981 -6,264 -15.26% Q4 2025 Feb 13, 2026
Banque de Luxembourg S.A. History Reduced 34,768 23,708 10.1% 11.98% 982 -8 -0.02% Q4 2025 Jan 21, 2026
Visualize Group LP History New 34,680 23,648 8.83% 983 +34,680 New Q4 2025 Feb 17, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 34,536 23,550 2.71% 2.24% 984 +8,109 30.68% Q4 2025 Feb 17, 2026
Genesis Wealth Advisors, LLC History Added to 34,531 23,547 16.13% 15.9% 985 +674 1.99% Q4 2025 Feb 13, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 34,500 23,526 0.89% 0.72% 986 -6,210 -15.25% Q4 2025 Feb 04, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 34,497 23,524 0.23% 0.22% 987 -80 -0.23% Q4 2025 Feb 05, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 34,490 23,519 1.61% 1.57% 988 +2,874 9.09% Q4 2025 Feb 03, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 34,395 23,454 6.48% 5.71% 989 -5,521 -13.83% Q4 2025 Feb 12, 2026
TrueWealth Advisors, LLC History Reduced 34,337 23,414 6.06% 6.27% 990 -454 -1.3% Q4 2025 Jan 07, 2026
SHP Wealth Management History New 34,266 23,367 1.82% 991 +34,266 New Q4 2025 Mar 04, 2026
BNP Paribas Asset Management Holding S.A. History New 34,266 23,363 0.03% 992 +34,266 New Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History Added to 34,208 23,326 0.19% 0.11% 993 +14,530 73.84% Q4 2025 Feb 12, 2026
PETERSON WEALTH MANAGEMENT History Added to 34,194 23,317 17.32% 10.88% 994 +10,612 45.0% Q4 2025 Feb 04, 2026
Segment Wealth Management, LLC History Reduced 34,137 23,278 1.35% 1.37% 995 -233 -0.68% Q4 2025 Jan 29, 2026
Spectrum Strategic Capital Management, LLC History Reduced 34,118 23,265 12.36% 22.84% 996 -32,806 -49.02% Q4 2025 Feb 05, 2026
Insight Advisors, LLC/ PA History Added to 34,098 23,251 3.52% 3.46% 997 +139 0.41% Q4 2025 Feb 11, 2026
Brandywine Asset Management, Inc. History New 34,000 23,185 16.29% 998 +34,000 New Q4 2025 Feb 12, 2026
Aprio Wealth Management, LLC History Added to 33,915 23,127 1.33% 2.06% 999 +2,816 9.05% Q4 2025 Jan 29, 2026
Atlas Private Wealth Advisors History Added to 33,903 23,118 5.4% 4.83% 1000 +4,309 14.56% Q4 2025 Feb 05, 2026
Cornerstone Capital, Inc. History Added to 33,803 23,051 2.27% 2.08% 1001 +1,859 5.82% Q4 2025 Feb 12, 2026
LifeSteps Financial, Inc. History Reduced 33,742 23,009 14.73% 14.74% 1002 -700 -2.03% Q4 2025 Jan 28, 2026
E&G Advisors, LP History Added to 33,514 22,853 5.11% 4.88% 1003 +2,044 6.5% Q4 2025 Jan 23, 2026
Applied Capital LLC/FL History Added to 33,500 22,844 13.53% 13.72% 1004 +100 0.3% Q4 2025 Jan 16, 2026
Yelin Lapidot Holdings Management Ltd. History Reduced 33,431 22,797 4.57% 8.48% 1005 -27,164 -44.83% Q4 2025 Feb 05, 2026
Nilsine Partners, LLC History Added to 33,356 22,746 1.97% 1.97% 1006 +381 1.16% Q4 2025 Jan 15, 2026
Hummer Financial Advisory Services Inc History Reduced 33,257 22,744 16.07% 16.33% 1007 -307 -0.91% Q4 2025 Jan 12, 2026
EARNED WEALTH ADVISORS, LLC History Added to 33,309 22,714 7.33% 0.75% 1008 +26,512 390.05% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Added to 33,230 22,660 1.98% 1.92% 1009 +514 1.57% Q4 2025 Jan 26, 2026
Thrive Wealth Management, LLC History Reduced 36,766 22,645 3.33% 3.39% 1010 -507 -1.36% Q4 2025 Jan 12, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 33,132 22,593 0.43% 0.46% 1011 -1,514 -4.37% Q4 2025 Feb 10, 2026
Tikvah Management LLC History No change 33,104 22,574 6.03% 6.51% 1012 0 0.0% Q4 2025 Feb 13, 2026
Clarus Wealth Advisors History Reduced 32,535 22,572 9.36% 9.8% 1013 -571 -1.72% Q4 2025 Jan 14, 2026
Glenorchy Capital Ltd History No change 33,000 22,503 1.36% 3.23% 1014 0 0.0% Q4 2025 Jan 30, 2026
HUB Investment Partners, LLC History Added to 32,966 22,479 0.58% 0.7% 1015 +1,350 4.27% Q4 2025 Feb 17, 2026
Ethos Financial Group, LLC History Added to 32,801 22,423 1.66% 1.62% 1016 +1,872 6.05% Q4 2025 Jan 20, 2026
Royal Capital Wealth Management, LLC History Added to 32,876 22,418 13.23% 13.4% 1017 +81 0.25% Q4 2025 Feb 18, 2026
Impact Partnership Wealth, LLC History Added to 32,873 22,416 2.87% 1.88% 1018 +13,873 73.02% Q4 2025 Feb 10, 2026
Second Line Capital, LLC History Added to 32,602 22,296 4.58% 4.49% 1019 +133 0.41% Q4 2025 Feb 17, 2026
Blueshift Asset Management, LLC History Reduced 32,672 22,279 6.43% 8.41% 1020 -8,315 -20.29% Q4 2025 Feb 13, 2026
Bleichroeder LP History No change 32,570 22,210 3.91% 4.23% 1021 0 0.0% Q4 2025 Feb 13, 2026
Savvy Advisors, Inc. History Added to 46,567 22,206 0.72% 0.82% 1022 +19,751 73.65% Q4 2025 Jan 20, 2026
WealthBridge Capital Management, LLC History Added to 32,524 22,178 5.05% 4.98% 1023 +692 2.17% Q4 2025 Jan 21, 2026
J. Goldman & Co LP History Reduced 32,500 22,162 0.58% 2.6% 1024 -122,970 -79.1% Q4 2025 Feb 17, 2026
Ramiah Investment Group History Reduced 32,479 22,148 21.69% 21.67% 1025 -429 -1.3% Q4 2025 Jan 28, 2026
PARAGON FINANCIAL PARTNERS, INC. History Added to 32,312 22,034 13.56% 13.58% 1026 +37 0.11% Q4 2025 Jan 21, 2026
TKG Advisors, LLC History Added to 32,304 22,028 8.88% 9.14% 1027 +279 0.87% Q4 2025 Jan 29, 2026
INTEGRITY ALLIANCE, LLC. History Added to 32,279 22,012 0.8% 0.71% 1028 +9,568 42.13% Q4 2025 Feb 09, 2026
SENTINEL TRUST CO LBA History Reduced 32,200 21,958 2.16% 2.2% 1029 -249 -0.77% Q4 2025 Jan 29, 2026
PIONEER TRUST BANK N A/OR History Reduced 32,159 21,929 5.09% 5.13% 1030 -715 -2.17% Q4 2025 Feb 09, 2026
Baron Financial Group, LLC History Reduced 32,148 21,922 11.75% 11.94% 1032 -561 -1.72% Q4 2025 Jan 09, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 32,054 21,922 0.91% 0.91% 1031 -228 -0.71% Q4 2025 Feb 09, 2026
Koshinski Asset Management, Inc. History Added to 32,093 21,884 1.41% 1.42% 1033 +467 1.48% Q4 2025 Feb 03, 2026
YACKTMAN ASSET MANAGEMENT LP History Added to 32,091 21,883 0.31% 0.04% 1034 +27,624 618.4% Q4 2025 Feb 03, 2026
Bienville Capital Management, LLC History Reduced 31,925 21,834 3.47% 4.07% 1035 -58 -0.18% Q4 2025 Feb 17, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 32,002 21,822 0.44% 0.45% 1036 +376 1.19% Q4 2025 Feb 06, 2026
Vise Technologies, Inc. History Added to 31,926 21,771 0.43% 0.34% 1037 +18,409 136.19% Q4 2025 Feb 11, 2026
Focus Partners Advisor Solutions, LLC History Reduced 31,926 21,771 0.27% 0.27% 1038 -2,740 -7.9% Q4 2025 Feb 11, 2026
Compass Financial Group, Inc. (Ohio) History New 31,709 21,622 15.83% 1039 +31,709 New Q4 2025 Mar 04, 2026
Beacon Bridge Wealth Partners, LLC History Added to 31,642 21,577 7.17% 6.77% 1040 +3,061 10.71% Q4 2025 Jan 27, 2026
Hardy Reed LLC History Reduced 31,461 21,453 1.53% 1.55% 1041 -61 -0.19% Q4 2025 Feb 06, 2026
TCTC Holdings, LLC History Added to 31,422 21,427 0.64% 0.48% 1042 +7,229 29.88% Q4 2025 Feb 12, 2026
Ellis Investment Partners, LLC History Added to 31,391 21,406 3.73% 3.68% 1043 +767 2.5% Q4 2025 Feb 02, 2026
OAK FAMILY ADVISORS, LLC History Reduced 31,323 21,359 5.86% 18.31% 1044 -78,607 -71.51% Q4 2025 Feb 03, 2026
STEINBERGANNA WEALTH MANAGEMENT History Added to 31,288 21,335 9.99% 9.23% 1045 +1,843 6.26% Q4 2025 Jan 26, 2026
Solidarity Wealth, LLC History Added to 31,236 21,305 4.36% 1.36% 1046 +21,779 230.3% Q4 2025 Jan 29, 2026
ROMANO BROTHERS AND COMPANY History Added to 31,217 21,287 2.42% 2.37% 1047 +64 0.21% Q4 2025 Jan 14, 2026
Royal Fund Management, LLC History Added to 31,123 21,236 1.93% 2.09% 1048 +4,735 17.94% Q4 2025 Jan 15, 2026
Meridian Wealth Advisors, LLC History Reduced 31,076 21,191 2.93% 3.11% 1049 -1,845 -5.6% Q4 2025 Feb 17, 2026
PCG ASSET MANAGEMENT, LLC History Reduced 30,888 21,094 16.82% 16.88% 1050 -661 -2.1% Q4 2025 Feb 12, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History Added to 30,932 21,093 15.69% 15.8% 1051 +28 0.09% Q4 2025 Jan 27, 2026
Solstein Capital, LLC History Added to 30,761 20,976 8.41% 4.21% 1052 +2,883 10.34% Q4 2025 Feb 13, 2026
PERSPECTIVE WEALTH ADVISORS LLC History New 30,724 20,951 14.92% 1053 +30,724 New Q4 2025 Feb 13, 2026
DELTA FINANCIAL ADVISORS LLC History Reduced 30,689 20,927 5.44% 5.83% 1054 -312 -1.01% Q4 2025 Feb 06, 2026
Oakworth Capital, Inc. History Reduced 30,686 20,925 1.14% 1.18% 1055 -6 -0.02% Q4 2025 Jan 30, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 30,656 20,905 1.3% 1.35% 1056 +2,646 9.45% Q4 2025 Feb 11, 2026
Sincerus Advisory, LLC History Added to 30,626 20,884 16.79% 17.4% 1057 +123 0.4% Q4 2025 Jan 08, 2026
UMB Bank, n.a. History Added to 30,624 20,883 0.28% 0.21% 1058 +8,726 39.85% Q4 2025 Feb 13, 2026
J. Safra Sarasin Holding AG History Added to 30,530 20,856 0.34% 0.3% 1059 +2,245 7.94% Q4 2025 Jan 15, 2026
Resolute Advisors LLC History Reduced 30,471 20,839 6.8% 5.44% 1060 -1,219 -3.85% Q4 2025 Feb 11, 2026
PEAK6 LLC History Reduced 30,504 20,801 0.04% 0.08% 1061 -54,798 -64.24% Q4 2025 Mar 12, 2026
OpenArc Corporate Advisory, LLC History New 30,402 20,731 0.34% 1062 +30,402 New Q4 2025 Feb 13, 2026
Financial & Tax Architects, LLC History Reduced 30,398 20,728 4.66% 4.84% 1063 -2,523 -7.66% Q4 2025 Jan 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 30,243 20,623 1.59% 1.57% 1064 -3,290 -9.81% Q4 2025 Jan 23, 2026
Central Pacific Bank - Trust Division History Reduced 30,225 20,611 2.53% 3.08% 1065 -7,946 -20.82% Q4 2025 Jan 07, 2026
CLARK FINANCIAL SERVICES GROUP INC /BD History Reduced 29,958 20,602 10.96% 11.14% 1066 -1,522 -4.83% Q4 2025 Jan 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 30,022 20,531 0.99% 0.2% 1067 +25,714 596.89% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Added to 30,086 20,516 0.75% 0.54% 1068 +9,611 46.94% Q4 2025 Feb 06, 2026
West Branch Capital LLC History Reduced 30,078 20,510 5.29% 5.28% 1069 -128 -0.42% Q4 2025 Jan 16, 2026
WESBANCO BANK INC History Reduced 30,071 20,506 0.56% 0.62% 1070 -3,395 -10.14% Q4 2025 Feb 03, 2026
AdvisorNet Financial, Inc History Added to 30,060 20,498 1.09% 1.08% 1071 +1,368 4.77% Q4 2025 Jan 20, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 29,945 20,469 0.58% 0.57% 1072 +356 1.2% Q4 2025 Jan 12, 2026
EMG Holdings, L.P. History Reduced 30,000 20,457 15.13% 25.03% 1074 -70,000 -70.0% Q4 2025 Feb 17, 2026
TANG CAPITAL MANAGEMENT LLC History New 30,000 20,457 1.01% 1073 +30,000 New Q4 2025 Feb 17, 2026
Cartenna Capital, LP History New 30,000 20,457 0.68% 1075 +30,000 New Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 29,996 20,454 1.01% 1.25% 1076 -6,570 -17.97% Q4 2025 Feb 11, 2026
Badgley Phelps Wealth Managers, LLC History Added to 29,883 20,428 0.37% 0.27% 1077 +10,860 57.09% Q4 2025 Jan 28, 2026
Intelligence Driven Advisers, LLC History Reduced 29,937 20,414 2.92% 2.78% 1078 -111 -0.37% Q4 2025 Jan 23, 2026
Legal & General Group Plc History No change 29,900 20,387 0.0% 0.0% 1079 0 0.0% Q4 2025 Feb 09, 2026
Saiph Capital, LLC History Reduced 29,847 20,352 7.31% 8.1% 1080 -3,936 -11.65% Q4 2025 Feb 12, 2026
WestEnd Advisors, LLC History Added to 29,831 20,343 0.47% 0.19% 1081 +17,701 145.93% Q4 2025 Jan 27, 2026
Relyea Zuckerberg Hanson LLC History Added to 29,789 20,313 2.05% 2.08% 1082 +144 0.49% Q4 2025 Jan 20, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 29,768 20,299 0.0% 1083 +29,768 New Q4 2025 Feb 13, 2026
YHB Investment Advisors, Inc. History Added to 29,745 20,283 1.4% 1.39% 1084 +1,299 4.57% Q4 2025 Jan 16, 2026
New England Private Wealth Advisors LLC History Reduced 29,684 20,242 2.52% 2.62% 1085 -202 -0.68% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Reduced 29,681 20,240 0.87% 0.83% 1086 -961 -3.14% Q4 2025 Feb 10, 2026
Perennial Investment Advisors, LLC History Added to 29,636 20,210 1.59% 1.52% 1087 +1,914 6.9% Q4 2025 Feb 17, 2026
Mainsail Financial Group, LLC History Added to 29,633 20,207 8.41% 8.43% 1088 +217 0.74% Q4 2025 Jan 23, 2026
Compass Planning Associates Inc History Reduced 29,590 20,177 13.97% 19.92% 1089 -3,010 -9.23% Q4 2025 Jan 22, 2026
CENTRAL BANK & TRUST CO History Reduced 29,506 20,120 3.11% 3.25% 1090 -1,463 -4.72% Q4 2025 Jan 09, 2026
One Capital Management, LLC History Added to 29,424 20,064 0.61% 0.62% 1091 +201 0.69% Q4 2025 Feb 10, 2026
CHILTON INVESTMENT CO INC. History Added to 29,329 20,000 0.42% 0.39% 1092 +885 3.11% Q4 2025 Feb 17, 2026
SAX WEALTH ADVISORS, LLC History Added to 29,302 19,981 0.94% 1.0% 1093 +1,273 4.54% Q4 2025 Jan 12, 2026
Sovran Advisors, LLC History Added to 28,772 19,917 1.69% 1.41% 1094 +5,274 22.44% Q4 2025 Jan 20, 2026
KLCM Advisors, Inc. History New 29,165 19,888 1.71% 1095 +29,165 New Q4 2025 Feb 04, 2026
Massar Capital Management, LP History New 29,148 19,876 2.13% 1096 +29,148 New Q4 2025 Feb 17, 2026
ANB BANK History Added to 29,144 19,873 7.88% 7.7% 1097 +646 2.27% Q4 2025 Feb 13, 2026
CX Institutional History Reduced 29,123 19,859 0.59% 0.63% 1098 -1,916 -6.17% Q4 2025 Feb 02, 2026
Wealth Science Advisors LLC History New 29,084 19,832 11.44% 1099 +29,084 New Q4 2025 Jan 28, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History Added to 29,045 19,806 6.62% 6.67% 1100 +43 0.15% Q4 2025 Jan 22, 2026
Parkside Financial Bank & Trust History Reduced 29,038 19,801 1.48% 1.52% 1101 -476 -1.61% Q4 2025 Feb 13, 2026
IMA Advisory Services, Inc. History Added to 29,028 19,799 1.9% 1.83% 1102 +1,841 6.77% Q4 2025 Feb 11, 2026
Intrepid Financial Planning Group LLC History Reduced 29,023 19,791 7.52% 7.55% 1103 -704 -2.37% Q4 2025 Feb 13, 2026
PCG Wealth Advisors, LLC History Added to 28,920 19,721 5.58% 5.43% 1104 +935 3.34% Q4 2025 Feb 05, 2026
Global Endowment Management, LP History Added to 28,852 19,675 2.46% 1.95% 1105 +5,525 23.69% Q4 2025 Feb 13, 2026
Plante Moran Financial Advisors, LLC History Reduced 28,731 19,592 1.24% 1.21% 1106 -101 -0.35% Q4 2025 Feb 05, 2026
MYCIO WEALTH PARTNERS, LLC History Added to 28,727 19,589 4.06% 3.82% 1107 +3,915 15.78% Q4 2025 Feb 10, 2026
Palisades Hudson Asset Management, L.P. History Reduced 28,715 19,582 7.59% 7.21% 1108 -1,121 -3.76% Q4 2025 Jan 30, 2026
INGALLS & SNYDER LLC History Reduced 28,633 19,525 0.72% 0.65% 1109 -1,336 -4.46% Q4 2025 Feb 13, 2026
Winthrop Advisory Group LLC History Reduced 28,550 19,525 1.65% 1.72% 1110 -883 -3.0% Q4 2025 Jan 21, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 28,623 19,518 4.59% 4.84% 1111 -1,405 -4.68% Q4 2025 Jan 08, 2026
Florida Trust Wealth Management Co History Added to 28,596 19,500 0.54% 0.52% 1112 +1,389 5.11% Q4 2025 Jan 20, 2026
INVICTUS PRIVATE WEALTH, LLC History Added to 28,535 19,459 1.18% 1.19% 1113 +112 0.39% Q4 2025 Feb 13, 2026
Cornerstone Wealth Management, LLC History Reduced 28,487 19,425 1.01% 1.05% 1114 -23 -0.08% Q4 2025 Feb 05, 2026
Arete Wealth Advisors, LLC History Reduced 28,420 19,379 1.18% 1.39% 1115 -4,794 -14.43% Q4 2025 Feb 13, 2026
Sovereign Investment Advisors, LLC History Added to 28,349 19,371 4.85% 3.93% 1116 +6,713 31.03% Q4 2025 Feb 13, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 28,389 19,358 1.94% 1.96% 1117 +237 0.84% Q4 2025 Jan 27, 2026
Tempo Wealth, LLC History New 28,349 19,331 3.44% 1118 +28,349 New Q4 2025 Feb 25, 2026
Trifecta Capital Advisors, LLC History Reduced 28,317 19,310 2.86% 2.96% 1119 -885 -3.03% Q4 2025 Jan 30, 2026
L & S Advisors Inc History Reduced 28,161 19,203 1.77% 1.83% 1120 -493 -1.72% Q4 2025 Feb 05, 2026
Gateway Wealth Partners, LLC History Reduced 28,133 19,184 2.14% 2.57% 1121 -397 -1.39% Q4 2025 Feb 11, 2026
Hilltop Holdings Inc. History Reduced 28,112 19,169 1.13% 1.31% 1122 -8,956 -24.16% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Added to 28,040 19,121 1.05% 1.03% 1123 +730 2.67% Q4 2025 Feb 10, 2026
Graham Capital Management, L.P. History Reduced 28,000 19,093 0.46% 2.27% 1124 -187,650 -87.02% Q4 2025 Feb 17, 2026
ORG Partners LLC History Added to 27,979 19,088 3.36% 2.97% 1125 +3,551 14.54% Q4 2025 Jan 14, 2026
Strategic Blueprint, LLC History Reduced 27,976 19,077 1.12% 0.88% 1126 -2,156 -7.16% Q4 2025 Jan 30, 2026
Pettinga Financial Advisors LLC History Added to 27,823 18,973 3.6% 3.52% 1127 +730 2.69% Q4 2025 Feb 12, 2026
Kaizen Financial Strategies History Added to 27,768 18,935 8.35% 8.37% 1128 +156 0.56% Q4 2025 Jan 21, 2026
Traction Financial Partners, LLC History Added to 27,624 18,837 11.16% 10.68% 1129 +1,635 6.29% Q4 2025 Jan 29, 2026
Virtus Wealth Solutions LLC History Added to 27,214 18,558 3.52% 0.64% 1130 +22,252 448.45% Q4 2025 Jan 29, 2026
BASSO CAPITAL MANAGEMENT, L.P. History Added to 27,165 18,524 11.03% 12.1% 1131 +39 0.14% Q4 2025 Feb 17, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 27,101 18,480 8.96% 8.44% 1132 +851 3.24% Q4 2025 Feb 13, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 27,077 18,464 2.06% 2.17% 1133 +105 0.39% Q4 2025 Feb 04, 2026
MAIRS & POWER INC History Added to 27,054 18,448 0.18% 0.17% 1134 +61 0.23% Q4 2025 Feb 17, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC History Added to 27,004 18,414 2.73% 2.79% 1135 +196 0.73% Q4 2025 Jan 23, 2026
Polianta Ltd History New 27,000 18,411 2.41% 1136 +27,000 New Q4 2025 Jan 15, 2026
BOS Asset Management, LLC History Added to 26,999 18,411 4.93% 5.0% 1137 +366 1.37% Q4 2025 Jan 09, 2026
Texas Yale Capital Corp. History Added to 26,977 18,395 0.56% 0.56% 1138 +143 0.53% Q4 2025 Feb 10, 2026
Rockbridge Investment Management, LCC History Reduced 26,919 18,356 1.71% 1.78% 1139 -147 -0.54% Q4 2025 Feb 04, 2026
Optas, LLC History No change 26,906 18,347 2.87% 3.04% 1140 0 0.0% Q4 2025 Jan 27, 2026
Wealth Architects, LLC History Reduced 26,863 18,318 1.65% 1.71% 1141 -356 -1.31% Q4 2025 Feb 17, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 26,756 18,292 0.7% 1.33% 1142 -25,517 -48.81% Q4 2025 Feb 13, 2026
Volterra Technologies LP History Reduced 26,800 18,275 1.85% 7.11% 1143 -97,600 -78.46% Q4 2025 Feb 13, 2026
PFG Advisors History Reduced 26,764 18,250 0.89% 0.99% 1144 -9,675 -26.55% Q4 2025 Jan 27, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 26,704 18,209 2.44% 3.24% 1145 -390 -1.44% Q4 2025 Jan 23, 2026
FIFTH LANE CAPITAL, LP History New 26,700 18,207 13.8% 1146 +26,700 New Q4 2025 Feb 13, 2026
Kemnay Advisory Services Inc. History New 26,698 18,205 2.75% 1147 +26,698 New Q4 2025 Feb 17, 2026
AlphaCore Capital LLC History Added to 26,683 18,195 0.41% 0.54% 1148 +2,428 10.01% Q4 2025 Feb 05, 2026
Global Trust Wealth Management LLC History New 26,628 18,158 13.45% 1149 +26,628 New Q4 2025 Jan 28, 2026
Arista Wealth Management, LLC History Reduced 26,585 18,128 2.23% 2.22% 1150 -229 -0.85% Q4 2025 Feb 09, 2026
Advisors Preferred, LLC History Added to 26,429 18,055 2.94% 0.06% 1151 +25,779 3966.0% Q4 2025 Feb 02, 2026
Halter Ferguson Financial Inc. History Added to 26,404 18,005 3.96% 3.88% 1152 +925 3.63% Q4 2025 Feb 05, 2026
Sachetta, LLC History Added to 26,381 17,991 9.85% 6.21% 1153 +1,326 5.29% Q4 2025 Feb 02, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Reduced 26,383 17,990 0.27% 0.28% 1154 -93 -0.35% Q4 2025 Jan 22, 2026
Family Capital Management, Inc. History Added to 26,377 17,987 7.99% 8.11% 1155 +894 3.51% Q4 2025 Jan 27, 2026
MARCO INVESTMENT MANAGEMENT LLC History Added to 26,360 17,975 1.35% 1.31% 1156 +776 3.03% Q4 2025 Feb 04, 2026
Cypress Capital, LLC History Added to 26,336 17,958 5.03% 4.98% 1157 +224 0.86% Q4 2025 Feb 06, 2026
Magnus Financial Group LLC History Added to 26,313 17,943 1.37% 1.32% 1158 +1,237 4.93% Q4 2025 Jan 07, 2026
FIDUCIENT ADVISORS LLC History Added to 26,265 17,910 2.22% 1.87% 1159 +2,290 9.55% Q4 2025 Feb 10, 2026
Bell Bank History Reduced 26,255 17,903 0.77% 0.77% 1160 -271 -1.02% Q4 2025 Jan 14, 2026
Vertex Planning Partners, LLC History Added to 26,250 17,900 4.16% 2.53% 1161 +6,474 32.74% Q4 2025 Feb 17, 2026
Capital Research Global Investors History Added to 25,957 17,832 0.0% 0.0% 1162 +21,807 525.47% Q4 2025 Feb 11, 2026
Dynamic Advisor Solutions LLC History Reduced 26,115 17,808 0.57% 0.53% 1163 -1,416 -5.14% Q4 2025 Jan 09, 2026
Gridiron Partners, LLC History Reduced 26,033 17,752 10.11% 9.85% 1164 -117,253 -81.83% Q4 2025 Jan 08, 2026
Jacksonville Wealth Management, LLC History Added to 25,899 17,661 12.5% 12.34% 1165 +673 2.67% Q4 2025 Feb 04, 2026
Stembrook Asset Management, LLC History New 25,893 17,656 16.68% 1166 +25,893 New Q4 2025 Feb 13, 2026
G&S Capital LLC History Reduced 25,798 17,592 6.22% 6.61% 1167 -1,032 -3.85% Q4 2025 Jan 28, 2026
Tolleson Wealth Management, Inc. History Reduced 25,707 17,581 2.54% 2.86% 1168 -2,080 -7.49% Q4 2025 Feb 17, 2026
Oldfather Financial Services, LLC History Reduced 25,775 17,576 5.23% 5.39% 1169 -183 -0.7% Q4 2025 Jan 16, 2026
Fi3 FINANCIAL ADVISORS, LLC History Reduced 25,671 17,556 5.37% 5.92% 1170 -561 -2.14% Q4 2025 Feb 06, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 25,700 17,525 4.32% 4.42% 1171 -160 -0.62% Q4 2025 Jan 23, 2026
Flagship Private Wealth, LLC History Reduced 25,685 17,515 6.89% 6.9% 1172 -92 -0.36% Q4 2025 Feb 04, 2026
Neumann Capital Management, LLC History Reduced 25,643 17,486 5.05% 5.08% 1173 -446 -1.71% Q4 2025 Jan 14, 2026
Sandbox Financial Partners, LLC History Added to 25,548 17,421 4.82% 4.61% 1174 +1,366 5.65% Q4 2025 Jan 07, 2026
Icon Wealth Advisors, LLC History Reduced 25,538 17,415 1.16% 1.18% 1175 -612 -2.34% Q4 2025 Feb 13, 2026
Tandem Wealth Advisors LLC History Added to 69,910 17,410 7.81% 8.12% 1176 +44,280 172.77% Q4 2025 Feb 12, 2026
CACTI ASSET MANAGEMENT LLC History No change 25,295 17,399 1.05% 1.1% 1177 0 0.0% Q4 2025 Jan 02, 2026
EFG International AG History New 25,479 17,375 0.34% 1178 +25,479 New Q4 2025 Feb 17, 2026
CERTUITY, LLC History Reduced 25,422 17,335 1.09% 1.17% 1179 -125 -0.49% Q4 2025 Jan 30, 2026
Accredited Investors Inc. History Reduced 25,393 17,316 0.92% 0.98% 1180 -1,106 -4.17% Q4 2025 Feb 05, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 25,376 17,305 0.6% 0.57% 1181 +225 0.89% Q4 2025 Feb 13, 2026
FOSTER & MOTLEY INC History Added to 25,362 17,295 0.92% 0.86% 1182 +1,493 6.25% Q4 2025 Jan 15, 2026
Wealth Enhancement Trust Services, Inc. History New 25,350 17,286 2.18% 1183 +25,350 New Q4 2025 Jan 27, 2026
Apriem Advisors History Reduced 25,340 17,280 1.59% 1.61% 1184 -270 -1.05% Q4 2025 Feb 13, 2026
Biltmore Family Office, LLC History Added to 25,263 17,276 2.38% 2.33% 1185 +723 2.95% Q4 2025 Feb 04, 2026
OKABENA INVESTMENT SERVICES INC History Added to 25,304 17,255 3.29% 3.23% 1186 +350 1.4% Q4 2025 Feb 13, 2026
SouthState Bank Corp History Added to 25,298 17,251 0.77% 0.76% 1187 +543 2.19% Q4 2025 Feb 11, 2026
Y.D. More Investments Ltd History Added to 25,172 17,192 0.82% 0.92% 1188 +717 2.93% Q4 2025 Jan 21, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 25,141 17,144 0.88% 0.9% 1189 -1,525 -5.72% Q4 2025 Jan 27, 2026
Aries Wealth Management History Added to 25,092 17,110 3.79% 3.83% 1190 +769 3.16% Q4 2025 Jan 30, 2026
Luxor Capital Group, LP History Reduced 25,000 17,048 1.31% 34.99% 1191 -1,091,000 -97.76% Q4 2025 Feb 17, 2026
Game Creek Capital, LP History Reduced 25,000 17,048 5.63% 8.16% 1192 -10,000 -28.57% Q4 2025 Feb 17, 2026
ELWOOD CAPITAL PARTNERS LP History New 25,000 17,046 10.14% 1193 +25,000 New Q4 2025 Feb 13, 2026
J HAGAN CAPITAL, INC. History Reduced 24,907 16,984 9.4% 11.27% 1194 -3,026 -10.83% Q4 2025 Feb 17, 2026
UNIQUE WEALTH, LLC History Reduced 24,850 16,945 2.37% 7.3% 1195 -49,884 -66.75% Q4 2025 Jan 06, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 24,407 16,933 0.79% 2.98% 1196 -51,086 -67.67% Q4 2025 Feb 03, 2026
Coastline Trust Co History Reduced 24,827 16,930 1.59% 1.89% 1197 -1,582 -5.99% Q4 2025 Jan 05, 2026
ROCKLAND TRUST CO History Added to 24,788 16,903 0.67% 0.68% 1198 +55 0.22% Q4 2025 Jan 15, 2026
Yanni & Associates Investment Advisors, LLC History New 24,663 16,818 16.82% 1199 +24,663 New Q4 2025 Feb 06, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 24,621 16,789 2.61% 3.09% 1200 -3,360 -12.01% Q4 2025 Feb 06, 2026
Retirement Management Systems Inc. History New 24,570 16,754 4.29% 1201 +24,570 New Q4 2025 Feb 12, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 24,549 16,740 2.38% 2.35% 1202 +38 0.16% Q4 2025 Jan 14, 2026
HOWARD FINANCIAL SERVICES, LTD. History Added to 24,546 16,738 1.96% 1.95% 1203 +673 2.82% Q4 2025 Jan 12, 2026
Berger Financial Group, Inc History Reduced 24,451 16,673 0.96% 0.98% 1204 -240 -0.97% Q4 2025 Jan 27, 2026
ST GERMAIN D J CO INC History Reduced 24,427 16,657 0.65% 0.66% 1205 -482 -1.94% Q4 2025 Jan 29, 2026
MONEYWISE, INC. History Reduced 24,417 16,650 6.93% 7.71% 1206 -1,164 -4.55% Q4 2025 Feb 05, 2026
Pathway Financial Advisors LLC History Reduced 24,053 16,640 2.09% 2.17% 1207 -342 -1.4% Q4 2025 Jan 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 24,143 16,463 0.25% 0.22% 1208 +3,926 19.42% Q4 2025 Feb 12, 2026
Sharkey, Howes & Javer History Reduced 24,091 16,427 2.09% 2.55% 1209 -5,711 -19.16% Q4 2025 Jan 13, 2026
Vident Advisory, LLC History Added to 24,089 16,427 0.15% 0.15% 1210 +908 3.92% Q4 2025 Feb 18, 2026
Turtle Creek Wealth Advisors, LLC History Added to 24,056 16,404 1.29% 1.24% 1211 +3,293 15.86% Q4 2025 Jan 28, 2026
Empower Advisory Group, LLC History Added to 24,043 16,395 0.04% 0.04% 1212 +1,944 8.8% Q4 2025 Feb 12, 2026
CLUNE & ASSOCIATES, LTD. History Added to 24,028 16,385 3.54% 3.89% 1213 +671 2.87% Q4 2025 Feb 09, 2026
Third View Private Wealth, LLC History New 23,973 16,347 2.2% 1214 +23,973 New Q4 2025 Jan 23, 2026
Aaron Wealth Advisors LLC History Reduced 23,918 16,310 0.89% 0.95% 1215 -92 -0.38% Q4 2025 Jan 21, 2026
Grandview Asset Management LLC History Added to 23,842 16,257 4.46% 4.42% 1216 +258 1.09% Q4 2025 Jan 26, 2026
Tortoise Investment Management, LLC History Added to 48,037 16,254 1.43% 1.45% 1217 +6,298 15.09% Q4 2025 Feb 06, 2026
Destination Wealth Management History Reduced 24,048 16,234 0.42% 0.47% 1218 -1,797 -6.95% Q4 2025 Feb 13, 2026
Bouchey Financial Group Ltd History Reduced 23,794 16,228 1.22% 1.23% 1219 -220 -0.92% Q4 2025 Jan 16, 2026
Bank Pictet & Cie (Europe) AG History Reduced 23,782 16,217 0.32% 0.37% 1220 -4,217 -15.06% Q4 2025 Jan 16, 2026
LaSalle St. Investment Advisors, LLC History Added to 23,768 16,208 2.61% 2.8% 1221 +302 1.29% Q4 2025 Feb 17, 2026
AGH Wealth Advisors, LLC History Reduced 23,684 16,159 12.14% 11.6% 1222 -57 -0.24% Q4 2025 Feb 04, 2026
Highview Capital Management LLC/DE/ History Added to 23,671 16,141 5.69% 5.49% 1223 +1,266 5.65% Q4 2025 Jan 27, 2026
GEM Asset Management, LLC History Reduced 23,389 16,128 7.19% 7.5% 1224 -234 -0.99% Q4 2025 Jan 09, 2026
Symphony Financial, Ltd. Co. History Added to 23,556 16,115 2.16% 1.51% 1225 +4,915 26.37% Q4 2025 Feb 11, 2026
GTS SECURITIES LLC History Reduced 23,612 16,101 0.55% 1.08% 1226 -18,705 -44.2% Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History Added to 23,404 16,078 0.21% 0.18% 1227 +1,738 8.02% Q4 2025 Feb 03, 2026
Nadler Financial Group, Inc. History Added to 23,513 16,033 1.49% 1.48% 1228 +260 1.12% Q4 2025 Jan 28, 2026
WEST PACES ADVISORS INC. History Reduced 23,490 16,018 3.1% 3.17% 1229 -390 -1.63% Q4 2025 Jan 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 23,477 16,009 0.52% 0.47% 1230 +2,976 14.52% Q4 2025 Feb 13, 2026
Torrey-Payne Wealth Management, LLC History New 23,099 16,001 14.34% 1231 +23,099 New Q4 2025 Feb 19, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 23,441 15,984 4.65% 5.07% 1232 +370 1.6% Q4 2025 Feb 11, 2026
Bryn Mawr Trust Advisors, LLC History Added to 23,406 15,960 0.77% 0.72% 1233 +1,533 7.01% Q4 2025 Feb 04, 2026
Opulen Financial Group LLC History Added to 23,381 15,943 11.61% 11.46% 1234 +682 3.0% Q4 2025 Feb 10, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 23,355 15,926 0.99% 1.02% 1235 -205 -0.87% Q4 2025 Feb 17, 2026
Sunbelt Securities, Inc. History Reduced 23,259 15,860 1.06% 1.09% 1236 -344 -1.46% Q4 2025 Feb 20, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History Reduced 23,225 15,837 1.0% 1.05% 1237 -1,224 -5.01% Q4 2025 Jan 21, 2026
Atlatl Advisers LLC History Added to 23,224 15,836 6.07% 4.42% 1238 +6,543 39.22% Q4 2025 Feb 09, 2026
GeoWealth Management, LLC History Reduced 23,213 15,828 0.58% 0.6% 1239 -1,525 -6.16% Q4 2025 Feb 17, 2026
Greenland Capital Management LP History Reduced 23,138 15,778 1.67% 16.14% 1240 -219,362 -90.46% Q4 2025 Feb 17, 2026
Hopwood Financial Services, Inc. History Added to 23,120 15,766 11.1% 10.28% 1241 +41 0.18% Q4 2025 Jan 16, 2026
Audent Global Asset Management, LLC History Added to 22,971 15,710 9.94% 10.25% 1242 +1,874 8.88% Q4 2025 Mar 10, 2026
Leonteq Securities AG History Reduced 23,000 15,691 0.48% 0.48% 1243 -800 -3.36% Q4 2025 Feb 06, 2026
QVR LLC History Reduced 23,000 15,684 0.79% 7.41% 1244 -69,000 -75.0% Q4 2025 Jan 28, 2026
Verity Asset Management, Inc. History Reduced 22,977 15,668 6.73% 6.53% 1245 -7,060 -23.5% Q4 2025 Jan 30, 2026
Great Diamond Partners, LLC History Reduced 22,915 15,626 3.01% 3.04% 1246 -579 -2.46% Q4 2025 Feb 06, 2026
NewSquare Capital LLC History Reduced 22,850 15,581 1.37% 1.54% 1247 -11,326 -33.14% Q4 2025 Feb 17, 2026
PFC CAPITAL GROUP, INC. History Reduced 22,840 15,575 6.42% 6.67% 1248 -975 -4.09% Q4 2025 Feb 11, 2026
Empirical Asset Management, LLC History Added to 22,820 15,561 4.39% 3.11% 1249 +6,012 35.77% Q4 2025 Feb 06, 2026
Bristol Gate Capital Partners Inc. History Added to 22,627 15,430 0.89% 0.12% 1250 +19,480 619.0% Q4 2025 Feb 06, 2026
Valmark Advisers, Inc. History Reduced 22,597 15,409 0.19% 0.2% 1251 -241 -1.06% Q4 2025 Jan 26, 2026
Chicago Capital, LLC History Reduced 22,554 15,379 0.38% 0.38% 1253 -584 -2.52% Q4 2025 Jan 26, 2026
Stelac Advisory Services LLC History Added to 22,495 15,379 5.44% 5.11% 1252 +368 1.66% Q4 2025 Feb 12, 2026
Laurel Wealth Advisors LLC History Reduced 22,549 15,376 2.03% 2.15% 1254 -508 -2.2% Q4 2025 Jan 30, 2026
AAFMAA Wealth Management & Trust LLC History Added to 22,504 15,345 6.01% 5.91% 1255 +128 0.57% Q4 2025 Jan 07, 2026
Ulysses Management LLC History Reduced 22,500 15,343 2.82% 49.33% 1256 -987,500 -97.77% Q4 2025 Feb 17, 2026
Element Squared LLC History Added to 22,485 15,332 8.32% 4.94% 1257 +9,478 72.87% Q4 2025 Jan 20, 2026
MMBG INVESTMENT ADVISORS CO. History Added to 22,403 15,321 1.29% 1.14% 1258 +3,184 16.57% Q4 2025 Feb 09, 2026
AGF MANAGEMENT LTD History Added to 22,435 15,298 0.07% 0.07% 1259 +186 0.84% Q4 2025 Feb 17, 2026
AMERICAN ASSET MANAGEMENT INC. History Reduced 22,423 15,290 12.96% 14.37% 1260 -1,616 -6.72% Q4 2025 Jan 07, 2026
Grove Bank & Trust History Reduced 22,301 15,207 1.71% 1.74% 1261 -30 -0.13% Q4 2025 Jan 08, 2026
LMCG INVESTMENTS, LLC History Added to 22,266 15,183 0.87% 0.15% 1262 +18,420 478.94% Q4 2025 Feb 03, 2026
Quintet Private Bank (Europe) S.A. History Reduced 22,229 15,158 0.88% 0.85% 1263 -416 -1.84% Q4 2025 Jan 20, 2026
Claro Advisors Inc. History Reduced 22,221 15,152 2.06% 2.2% 1264 -439 -1.94% Q4 2025 Feb 17, 2026
Global Financial Private Client, LLC History Reduced 22,192 15,133 5.3% 5.27% 1265 -10 -0.05% Q4 2025 Jan 27, 2026
Stordahl Capital Management, Inc. History Reduced 22,152 15,106 3.11% 3.13% 1266 -198 -0.89% Q4 2025 Jan 27, 2026
Evelyn Partners Investment Management (Europe) Ltd History Reduced 22,143 15,099 4.9% 5.14% 1267 -128 -0.57% Q4 2025 Feb 13, 2026
MONECO ADVISORS, LLC History Reduced 22,067 15,047 1.19% 1.26% 1268 -565 -2.5% Q4 2025 Feb 04, 2026
Hickory Point Bank & Trust History Added to 22,066 15,047 10.92% 10.98% 1269 +15 0.07% Q4 2025 Jan 12, 2026
Cyndeo Wealth Partners, LLC History Added to 22,025 15,019 0.81% 0.78% 1270 +1,055 5.03% Q4 2025 Jan 07, 2026
Skaana Management L.P. History New 22,000 15,002 4.86% 1271 +22,000 New Q4 2025 Feb 10, 2026
Pinnacle Family Advisors, LLC History Reduced 21,949 14,967 6.59% 8.71% 1272 -8,016 -26.75% Q4 2025 Feb 17, 2026
Navis Wealth Advisors, LLC History Added to 21,917 14,945 6.33% 10.82% 1273 +207 0.95% Q4 2025 Feb 13, 2026
Harbour Trust & Investment Management Co History Reduced 21,900 14,934 1.52% 1.56% 1274 -819 -3.6% Q4 2025 Jan 28, 2026
Banque Cantonale Vaudoise History Added to 21,898 14,932 0.53% 0.4% 1275 +5,764 35.73% Q4 2025 Feb 06, 2026
Morton Brown Family Wealth, LLC History Reduced 21,885 14,923 4.06% 4.21% 1276 -135 -0.61% Q4 2025 Jan 28, 2026
Raleigh Capital Management Inc. History Added to 21,845 14,896 5.41% 5.48% 1277 +192 0.89% Q4 2025 Jan 21, 2026
Churchill Financial Advisors, LLC History New 21,690 14,791 4.52% 1278 +21,690 New Q4 2025 Feb 09, 2026
Fortis Group Advisors, LLC History Reduced 21,428 14,788 2.48% 2.8% 1279 -2,489 -10.41% Q4 2025 Feb 06, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 21,654 14,766 0.24% 0.22% 1280 +1,409 6.96% Q4 2025 Jan 13, 2026
Cypress Capital Group History Added to 21,571 14,709 1.65% 1.72% 1281 +30 0.14% Q4 2025 Feb 11, 2026
Johnson Financial Group, LLC History Added to 21,570 14,708 0.91% 0.15% 1282 +19,114 778.26% Q4 2025 Feb 10, 2026
SBI Securities Co., Ltd. History Added to 21,557 14,700 0.38% 0.36% 1283 +190 0.89% Q4 2025 Feb 03, 2026
Evanson Asset Management, LLC History Added to 21,521 14,675 0.79% 0.81% 1284 +28 0.13% Q4 2025 Jan 12, 2026
Ullmann Wealth Partners Group, LLC History Reduced 21,496 14,661 1.53% 1.57% 1285 -20 -0.09% Q4 2025 Feb 12, 2026
Industrial Alliance Investment Management Inc. History Added to 21,465 14,637 8.31% 8.42% 1286 +535 2.56% Q4 2025 Feb 05, 2026
Sunflower Bank, N.A. History Reduced 21,443 14,622 3.68% 3.74% 1287 -1,662 -7.19% Q4 2025 Jan 09, 2026
Allen Mooney & Barnes Investment Advisors LLC History Added to 21,393 14,588 2.2% 2.22% 1288 +44 0.21% Q4 2025 Jan 21, 2026
Gallagher Fiduciary Advisors, LLC History Added to 21,349 14,558 0.47% 0.03% 1289 +20,285 1906.48% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 21,039 14,507 0.5% 0.55% 1290 -1,185 -5.33% Q4 2025 Jan 08, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 21,250 14,491 0.92% 0.2% 1291 +16,762 373.48% Q4 2025 Jan 23, 2026
PATTEN & PATTEN INC/TN History Reduced 21,219 14,469 0.85% 0.9% 1292 -1,894 -8.19% Q4 2025 Feb 03, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History Reduced 21,196 14,454 5.35% 5.46% 1293 -466 -2.15% Q4 2025 Feb 17, 2026
Bison Wealth, LLC History New 22,271 14,444 1.62% 1294 +22,271 New Q4 2025 Mar 24, 2026
SFMG, LLC History Added to 34,567 14,431 0.97% 0.91% 1295 +14,818 75.03% Q4 2025 Feb 10, 2026
Comprehensive Financial Management LLC History No change 21,142 14,417 0.43% 0.39% 1296 0 0.0% Q4 2025 Feb 17, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History Reduced 21,139 14,414 2.25% 2.55% 1297 -340 -1.58% Q4 2025 Jan 29, 2026
Douglass Winthrop Advisors, LLC History Added to 21,068 14,366 0.25% 0.24% 1298 +455 2.21% Q4 2025 Feb 12, 2026
EQUITABLE TRUST CO History Reduced 21,024 14,336 0.64% 1.37% 1299 -23,561 -52.85% Q4 2025 Feb 02, 2026
Zhang Financial LLC History Added to 20,960 14,292 0.53% 0.48% 1300 +3,300 18.69% Q4 2025 Feb 10, 2026
SimpliFi, Inc. History Reduced 20,955 14,289 6.04% 11.12% 1301 -18,048 -46.27% Q4 2025 Jan 23, 2026
CRA Financial Services, LLC History Added to 20,918 14,264 1.87% 1.84% 1302 +692 3.42% Q4 2025 Jan 16, 2026
Safe Harbor Fiduciary, LLC History New 20,893 14,247 12.59% 1303 +20,893 New Q4 2025 Feb 17, 2026
Sepio Capital, LP History Reduced 20,885 14,241 0.78% 1.13% 1304 -7,672 -26.87% Q4 2025 Feb 12, 2026
INTRUST BANK NA History Reduced 20,873 14,233 1.18% 1.16% 1305 -75 -0.36% Q4 2025 Feb 06, 2026
Obermeyer Wealth Partners History Added to 20,848 14,216 0.65% 0.61% 1306 +1,194 6.08% Q4 2025 Jan 29, 2026
Capital Advisors Wealth Management, LLC History Added to 20,777 14,168 1.93% 1.92% 1307 +635 3.15% Q4 2025 Jan 21, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 20,763 14,158 0.34% 0.36% 1308 -942 -4.34% Q4 2025 Feb 03, 2026
CWA Asset Management Group, LLC History Reduced 20,736 14,140 0.51% 0.52% 1309 -353 -1.67% Q4 2025 Jan 07, 2026
Balboa Wealth Partners History Reduced 20,727 14,133 2.34% 2.43% 1310 -386 -1.83% Q4 2025 Jan 16, 2026
Napier Financial, LLC History New 20,723 14,131 3.53% 1311 +20,723 New Q4 2025 Feb 11, 2026
Morangie Management LLC History Reduced 20,600 14,088 11.21% 12.78% 1312 -1,596 -7.19% Q4 2025 Jan 16, 2026
BlueChip Wealth Advisors LLC History Reduced 20,534 14,002 5.88% 5.95% 1313 -398 -1.9% Q4 2025 Feb 05, 2026
Reyes Financial Architecture, Inc. History Added to 20,518 13,991 8.52% 1.33% 1314 +17,584 599.32% Q4 2025 Jan 26, 2026
APPLETON PARTNERS INC/MA History Reduced 20,503 13,981 0.92% 0.92% 1315 -115 -0.56% Q4 2025 Jan 09, 2026
MARQUETTE ASSOCIATES, INC. History Added to 20,390 13,904 17.81% 13.12% 1316 +4,022 24.57% Q4 2025 Feb 17, 2026
MOODY LYNN & LIEBERSON, LLC History Reduced 20,365 13,887 0.74% 0.74% 1317 -148 -0.72% Q4 2025 Jan 15, 2026
Vigilare Wealth Management History Added to 20,363 13,885 4.67% 1.74% 1318 +12,842 170.75% Q4 2025 Jan 07, 2026
AMI INVESTMENT MANAGEMENT INC History Reduced 20,306 13,846 3.11% 3.14% 1319 -13 -0.06% Q4 2025 Jan 14, 2026
Advisory Alpha, LLC History Reduced 20,277 13,829 0.38% 0.38% 1320 -341 -1.65% Q4 2025 Feb 06, 2026
CONSCIOUS WEALTH INVESTMENTS, LLC History Reduced 20,379 13,811 8.29% 9.18% 1321 -2,313 -10.19% Q4 2025 Feb 13, 2026
Sound View Wealth Advisors Group, LLC History Added to 20,232 13,796 0.93% 0.91% 1322 +416 2.1% Q4 2025 Jan 08, 2026
Berman McAleer LLC History Reduced 20,158 13,746 1.88% 1.93% 1324 -479 -2.32% Q4 2025 Feb 05, 2026
Schrum Private Wealth Management LLC History Added to 20,159 13,746 10.16% 9.76% 1323 +176 0.88% Q4 2025 Feb 17, 2026
Bensler, LLC History Added to 20,156 13,744 1.38% 1.31% 1325 +1,252 6.62% Q4 2025 Feb 04, 2026
Luken Investment Analytics, LLC History Reduced 20,139 13,733 5.42% 5.26% 1326 -65 -0.32% Q4 2025 Feb 03, 2026
JFS WEALTH ADVISORS, LLC History Reduced 20,119 13,721 0.77% 0.87% 1327 -2,122 -9.54% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History Added to 20,060 13,679 0.28% 0.26% 1328 +528 2.7% Q4 2025 Feb 17, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Reduced 20,056 13,676 7.41% 7.62% 1329 -301 -1.48% Q4 2025 Jan 28, 2026
Bricktown Capital, LLC History New 20,000 13,638 2.3% 1331 +20,000 New Q4 2025 Jan 15, 2026
MENDON CAPITAL ADVISORS CORP History Added to 20,000 13,638 4.04% 2.55% 1330 +10,000 100.0% Q4 2025 Feb 18, 2026
Measured Wealth Private Client Group, LLC History Reduced 19,999 13,637 3.61% 4.67% 1332 -6,010 -23.11% Q4 2025 Feb 10, 2026
NICOLET BANKSHARES INC History Reduced 19,996 13,635 2.19% 2.16% 1333 -138 -0.69% Q4 2025 Feb 09, 2026
Sequent Asset Management, LLC History Reduced 19,909 13,576 6.03% 6.34% 1334 -103 -0.51% Q4 2025 Feb 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 19,832 13,563 0.04% 0.05% 1335 0 0.0% Q4 2025 Jan 15, 2026
Financial Guidance Group, Inc. History Reduced 19,840 13,529 5.53% 6.0% 1336 -252 -1.25% Q4 2025 Jan 26, 2026
Synergy Asset Management, LLC History Added to 19,779 13,487 1.4% 0.28% 1337 +7,554 61.79% Q4 2025 Jan 13, 2026
Ascent Wealth Partners, LLC History Added to 19,760 13,474 1.55% 1.17% 1338 +4,643 30.71% Q4 2025 Feb 02, 2026
Trust Point Inc. History Reduced 19,751 13,468 1.06% 1.06% 1339 -29 -0.15% Q4 2025 Jan 13, 2026
Montecito Bank & Trust History Reduced 19,672 13,414 2.14% 2.05% 1340 -190 -0.96% Q4 2025 Jan 09, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 19,633 13,388 0.42% 0.31% 1341 +5,288 36.86% Q4 2025 Jan 30, 2026
TFO Wealth Partners, LLC History Added to 19,631 13,386 2.0% 2.13% 1342 +48 0.25% Q4 2025 Feb 05, 2026
Boxwood Ventures, Inc. History No change 19,550 13,370 13.46% 14.54% 1343 0 0.0% Q4 2025 Feb 10, 2026
Northside Capital Management, LLC History No change 19,560 13,338 1.16% 1.19% 1344 0 0.0% Q4 2025 Jan 07, 2026
KG&L Capital Management,LLC History Added to 19,545 13,328 3.3% 3.47% 1345 +66 0.34% Q4 2025 Jan 23, 2026
Lansing Street Advisors History Added to 19,480 13,322 3.4% 3.41% 1346 +251 1.31% Q4 2025 Jan 26, 2026
AYAL Capital Advisors Ltd History Reduced 19,500 13,297 4.63% 8.91% 1347 -14,500 -42.65% Q4 2025 Feb 17, 2026
CDM FINANCIAL COUNSELING SERVICES, INC. History New 19,427 13,247 12.41% 1348 +19,427 New Q4 2025 Feb 05, 2026
TSFG, LLC History Reduced 19,422 13,244 1.98% 2.07% 1349 -125 -0.64% Q4 2025 Feb 04, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 19,413 13,238 0.44% 0.4% 1350 +1,210 6.65% Q4 2025 Feb 11, 2026
SlateStone Wealth, LLC History Reduced 19,401 13,230 1.11% 1.2% 1351 -1,342 -6.47% Q4 2025 Feb 11, 2026
Betterment LLC History Added to 19,400 13,229 0.03% 0.02% 1352 +2,813 16.96% Q4 2025 Feb 12, 2026
Cambria Investment Management, L.P. History Added to 19,358 13,200 0.77% 0.34% 1353 +10,940 129.96% Q4 2025 Feb 17, 2026
Trek Financial, LLC History Added to 71,383 13,165 0.76% 0.61% 1354 +303 0.43% Q4 2025 Feb 04, 2026
Quadcap Wealth Management, LLC History Reduced 19,282 13,148 1.5% 1.52% 1355 -98 -0.51% Q4 2025 Jan 29, 2026
McLean Asset Management Corp History Reduced 19,029 13,136 2.35% 2.64% 1356 -23 -0.12% Q4 2025 Jan 16, 2026
Mayflower Financial Advisors, LLC History Reduced 19,205 13,096 1.58% 1.61% 1357 -56 -0.29% Q4 2025 Jan 13, 2026
FIRST TRUST ADVISORS LP History Reduced 19,190 13,085 0.01% 0.01% 1358 -723 -3.63% Q4 2025 Feb 13, 2026
LVM CAPITAL MANAGEMENT LTD/MI History Reduced 19,177 13,077 1.21% 1.23% 1359 -97 -0.5% Q4 2025 Jan 12, 2026
Private Advisory Group LLC History Added to 19,172 13,074 1.02% 0.25% 1360 +14,625 321.64% Q4 2025 Jan 15, 2026
HBK Sorce Advisory LLC History Added to 209,397 13,071 0.3% 0.23% 1361 +94,165 81.72% Q4 2025 Feb 09, 2026
UNION SAVINGS BANK History New 19,121 13,038 5.65% 1362 +19,121 New Q4 2025 Mar 06, 2026
Baker Avenue Asset Management, LP History Reduced 19,090 13,018 0.3% 0.3% 1363 -142,774 -88.21% Q4 2025 Feb 10, 2026
Ameritas Investment Partners, Inc. History Added to 19,065 13,000 0.4% 0.39% 1364 +1 0.01% Q4 2025 Feb 11, 2026
Bedel Financial Consulting, Inc. History Reduced 19,060 12,997 1.4% 1.65% 1365 -335 -1.73% Q4 2025 Jan 28, 2026
TRIGLAV INVESTMENTS, D.O.O. History Reduced 19,032 12,978 0.82% 0.83% 1366 -1 -0.01% Q4 2025 Feb 10, 2026
MONETTA FINANCIAL SERVICES INC History Reduced 19,000 12,956 9.28% 9.33% 1367 -1,000 -5.0% Q4 2025 Feb 09, 2026
SJBENEN ADVISORY, LLC History New 92,608 12,900 12.03% 1368 +92,608 New Q4 2025 Jan 14, 2026
Smith & Howard Wealth Management, LLC History Added to 19,219 12,872 2.89% 2.64% 1369 +1,800 10.33% Q4 2025 Feb 03, 2026
Financial Management Professionals, Inc. History Added to 18,794 12,853 1.33% 1.3% 1370 +48 0.26% Q4 2025 Jan 27, 2026
Sage Mountain Advisors LLC History Added to 18,847 12,852 0.68% 0.66% 1371 +1,567 9.07% Q4 2025 Jan 23, 2026
Orange Investment Advisors, Inc. History Reduced 18,839 12,846 1.42% 1.36% 1372 -794 -4.04% Q4 2025 Feb 06, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 18,830 12,841 4.64% 4.97% 1373 +228 1.23% Q4 2025 Jan 26, 2026
MidAtlantic Capital Management, Inc. History Reduced 18,821 12,835 8.22% 8.58% 1374 -56 -0.3% Q4 2025 Feb 10, 2026
Van Hulzen Asset Management, LLC History Added to 18,802 12,821 0.94% 0.89% 1375 +867 4.83% Q4 2025 Feb 06, 2026
Spruce Point Capital Management, LLC History New 18,800 12,820 26.66% 1376 +18,800 New Q4 2025 Feb 17, 2026
FIRST MERCHANTS CORP History Added to 18,752 12,787 0.47% 0.47% 1377 +202 1.09% Q4 2025 Jan 12, 2026
Strategic Family Wealth Counselors, L.L.C. History Reduced 18,807 12,743 2.86% 3.22% 1378 -6 -0.03% Q4 2025 Feb 04, 2026
Kesler, Norman & Wride, LLC History Reduced 18,608 12,689 2.18% 3.35% 1379 -10,524 -36.13% Q4 2025 Feb 10, 2026
Oxler Private Wealth LLC History Reduced 18,577 12,668 3.67% 3.61% 1380 -31 -0.17% Q4 2025 Jan 23, 2026
Eagle Strategies LLC History Added to 18,488 12,607 1.61% 1.53% 1381 +1,290 7.5% Q4 2025 Jan 23, 2026
Principle Wealth Partners LLC History Added to 18,466 12,592 0.71% 0.71% 1382 +211 1.16% Q4 2025 Feb 06, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 18,425 12,564 3.28% 3.42% 1383 +10 0.05% Q4 2025 Jan 16, 2026
Lee-Kelleher Wealth Management History Added to 18,377 12,531 7.48% 7.5% 1384 +108 0.59% Q4 2025 Jan 14, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 18,368 12,525 5.39% 5.56% 1385 -200 -1.08% Q4 2025 Jan 12, 2026
Gambit Capital Management, LLC History New 18,126 12,491 8.94% 1386 +18,126 New Q4 2025 Feb 06, 2026
VOISARD ASSET MANAGEMENT GROUP, INC. History Reduced 18,268 12,457 2.69% 3.01% 1387 -1,279 -6.54% Q4 2025 Jan 20, 2026
Paulson Wealth Management Inc. History Reduced 18,266 12,455 2.88% 3.05% 1388 -1,071 -5.54% Q4 2025 Feb 05, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 18,264 12,454 0.26% 0.28% 1389 -1,548 -7.81% Q4 2025 Feb 18, 2026
MorganRosel Wealth Management, LLC History Reduced 18,238 12,436 3.11% 3.18% 1390 -164 -0.89% Q4 2025 Feb 13, 2026
Nemes Rush Group LLC History Added to 18,233 12,433 1.17% 0.71% 1391 +7,450 69.09% Q4 2025 Feb 11, 2026
Compass Ion Advisors, LLC History Reduced 18,194 12,406 1.18% 1.3% 1392 -2,030 -10.04% Q4 2025 Jan 29, 2026
LSP Investment Advisors, LLC History Reduced 18,164 12,386 6.59% 20.57% 1393 -33,226 -64.65% Q4 2025 Feb 17, 2026
Winthrop Capital Management, LLC History Added to 18,154 12,380 2.88% 2.92% 1394 +1 0.01% Q4 2025 Feb 10, 2026
Wealth Dimensions Group, Ltd. History Reduced 18,148 12,375 2.46% 2.54% 1395 -398 -2.15% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History Added to 18,141 12,371 0.01% 0.01% 1396 +4,666 34.63% Q4 2025 Feb 17, 2026
Heritage Wealth Advisors History No change 18,101 12,343 0.47% 0.53% 1397 0 0.0% Q4 2025 Feb 13, 2026
Bigelow Investment Advisors, LLC History Reduced 18,067 12,320 4.81% 5.03% 1398 -664 -3.54% Q4 2025 Jan 28, 2026
Balefire, LLC History Added to 18,060 12,315 2.4% 2.31% 1399 +707 4.07% Q4 2025 Jan 12, 2026
LMG Wealth Partners, LLC History No change 17,910 12,213 2.28% 2.22% 1400 0 0.0% Q4 2025 Feb 02, 2026
Cypress Wealth Services, LLC History Added to 17,850 12,172 1.68% 1.69% 1402 +2,315 14.9% Q4 2025 Jan 14, 2026
MATHER GROUP, LLC. History Reduced 17,851 12,172 0.13% 0.12% 1401 -490 -2.67% Q4 2025 Jan 13, 2026
Smartleaf Asset Management LLC History Added to 17,716 12,171 0.46% 0.66% 1403 +1,713 10.7% Q4 2025 Feb 13, 2026
Canopy Partners, LLC History No change 17,781 12,125 3.95% 3.96% 1404 0 0.0% Q4 2025 Feb 12, 2026
PINEBRIDGE INVESTMENTS LLC History New 17,729 12,089 0.09% 1405 +17,729 New Q4 2025 Feb 12, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Reduced 17,442 12,087 4.65% 6.05% 1406 -2,957 -14.5% Q4 2025 Feb 12, 2026
Second Half Financial Partners, LLC History Reduced 17,678 12,054 5.35% 5.27% 1408 -276 -1.54% Q4 2025 Jan 26, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 17,678 12,054 2.56% 2.54% 1407 -75 -0.42% Q4 2025 Jan 27, 2026
Sage Capital Advisors,llc History Added to 17,629 12,021 2.86% 2.77% 1409 +147 0.84% Q4 2025 Jan 06, 2026
NIXON PEABODY TRUST CO History Reduced 17,622 12,016 0.91% 0.93% 1410 -1,484 -7.77% Q4 2025 Feb 06, 2026
South Shore Capital Advisors History New 17,585 11,991 8.76% 1411 +17,585 New Q4 2025 Jan 21, 2026
RMR Wealth Builders History Added to 17,568 11,979 0.96% 0.9% 1412 +1,445 8.96% Q4 2025 Jan 29, 2026
RIA Advisory Group LLC History Reduced 17,548 11,966 2.88% 3.54% 1413 -3,166 -15.28% Q4 2025 Feb 02, 2026
Caerus Investment Advisors, LLC History Reduced 17,495 11,930 3.86% 4.83% 1414 -218 -1.23% Q4 2025 Feb 12, 2026
NWAM LLC History Added to 17,311 11,929 0.67% 0.61% 1415 +490 2.91% Q4 2025 Feb 04, 2026
NVWM, LLC History Added to 17,480 11,920 2.59% 1.35% 1416 +8,498 94.61% Q4 2025 Jan 20, 2026
X-Square Capital, LLC History Added to 17,442 11,894 3.9% 3.48% 1417 +722 4.32% Q4 2025 Feb 11, 2026
Main Street Financial Solutions, LLC History Reduced 78,109 11,881 0.89% 0.79% 1419 -3,184 -3.92% Q4 2025 Feb 17, 2026
ZEVIN ASSET MANAGEMENT LLC History Added to 17,424 11,881 1.59% 1.63% 1418 +561 3.33% Q4 2025 Feb 12, 2026
Symmetry Investments LP History New 17,401 11,866 1.03% 1420 +17,401 New Q4 2025 Feb 17, 2026
Weil Company, Inc. History Reduced 17,400 11,865 2.73% 2.94% 1421 -918 -5.01% Q4 2025 Jan 14, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 17,387 11,856 3.44% 3.5% 1422 -204 -1.16% Q4 2025 Jan 20, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Reduced 17,386 11,855 0.52% 0.54% 1423 -1,514 -8.01% Q4 2025 Feb 17, 2026
Fisher Asset Management, LLC History Added to 17,349 11,831 0.0% 0.0% 1424 +2,410 16.13% Q4 2025 Feb 09, 2026
MGB Wealth Management, LLC History Added to 17,310 11,827 3.38% 2.92% 1425 +1,779 11.45% Q4 2025 Feb 17, 2026
Vivaldi Capital Management LP History Added to 17,269 11,776 1.6% 1.62% 1426 +119 0.69% Q4 2025 Feb 13, 2026
Codex Capital Asset Management L.L.C. History No change 17,270 11,776 4.28% 4.33% 1427 0 0.0% Q4 2025 Feb 17, 2026
Legacy Edge Advisors, LLC History New 17,252 11,764 1.29% 1428 +17,252 New Q4 2025 Feb 02, 2026
Cadent Capital Advisors, LLC History Added to 17,204 11,731 3.01% 0.53% 1429 +14,197 472.13% Q4 2025 Jan 13, 2026
Cordant, Inc. History Reduced 17,202 11,730 4.92% 5.55% 1430 -1,247 -6.76% Q4 2025 Jan 12, 2026
Mission Creek Capital Partners, Inc. History Reduced 17,176 11,712 2.36% 2.32% 1431 -405 -2.3% Q4 2025 Feb 12, 2026
Edge Financial Advisors LLC History Reduced 17,118 11,673 4.91% 5.27% 1432 -532 -3.01% Q4 2025 Jan 28, 2026
First International Bank of Israel Ltd. History Added to 17,101 11,661 5.57% 6.11% 1433 +929 5.74% Q4 2025 Feb 12, 2026
SpringVest Wealth Management LLC History Reduced 17,053 11,628 8.1% 8.55% 1434 -405 -2.32% Q4 2025 Jan 23, 2026
Plancorp, LLC History Added to 17,044 11,622 0.35% 0.36% 1435 +40 0.24% Q4 2025 Feb 05, 2026
Diversified Enterprises, LLC History Added to 17,036 11,616 0.69% 0.75% 1436 +249 1.48% Q4 2025 Jan 28, 2026
Traynor Capital Management, Inc. History Added to 17,017 11,603 0.62% 0.36% 1437 +7,424 77.39% Q4 2025 Jan 12, 2026
SEEDS INVESTOR LLC History Reduced 17,008 11,597 2.22% 2.67% 1438 -1,980 -10.43% Q4 2025 Jan 27, 2026
CFM WEALTH PARTNERS LLC History Reduced 16,973 11,574 1.67% 1.64% 1439 -28 -0.16% Q4 2025 Jan 27, 2026
Cannell & Spears LLC History Reduced 16,925 11,541 0.22% 0.22% 1440 -437 -2.52% Q4 2025 Feb 17, 2026
Sandhill Capital Partners LLC History New 16,910 11,531 0.82% 1441 +16,910 New Q4 2025 Feb 12, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 16,876 11,507 3.6% 3.7% 1442 +274 1.65% Q4 2025 Jan 07, 2026
Strategic Wealth Advisors LLC History New 16,874 11,506 9.84% 1443 +16,874 New Q4 2025 Feb 03, 2026
IronBridge Private Wealth, LLC History No change 16,864 11,499 3.64% 3.54% 1444 0 0.0% Q4 2025 Feb 23, 2026
Midwestern Financial, LLC /IA History Added to 16,824 11,472 9.49% 8.74% 1445 +1,535 10.04% Q4 2025 Feb 06, 2026
waypoint wealth counsel History Reduced 16,769 11,434 4.19% 4.42% 1446 -37 -0.22% Q4 2025 Jan 28, 2026
OVERSEA-CHINESE BANKING Corp Ltd History Reduced 16,719 11,401 0.3% 0.33% 1447 -3,663 -17.97% Q4 2025 Jan 28, 2026
GODSEY & GIBB, INC History Reduced 16,681 11,375 1.02% 0.99% 1448 -164 -0.97% Q4 2025 Jan 27, 2026
Old North State Trust, LLC History New 16,621 11,334 6.7% 1449 +16,621 New Q4 2025 Mar 24, 2026
Forum Financial Management, LP History Added to 16,603 11,322 0.15% 0.15% 1450 +36 0.22% Q4 2025 Jan 27, 2026
Frazier Financial Advisors, LLC History Reduced 16,603 11,321 6.7% 6.97% 1451 -431 -2.53% Q4 2025 Feb 09, 2026
Waterloo Capital, L.P. History Reduced 16,582 11,307 0.81% 0.83% 1452 -100 -0.6% Q4 2025 Feb 10, 2026
International Private Wealth Advisors LLC History Added to 16,566 11,296 7.11% 6.82% 1453 +289 1.78% Q4 2025 Jan 14, 2026
State of Alaska, Department of Revenue History Added to 16,545 11,281 0.12% 0.04% 1454 +10,782 187.09% Q4 2025 Jan 23, 2026
Peak Asset Management, LLC History Added to 16,537 11,276 1.92% 1.82% 1455 +892 5.7% Q4 2025 Feb 05, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 16,534 11,274 2.36% 2.39% 1456 -99 -0.6% Q4 2025 Jan 21, 2026
E Fund Management (Hong Kong) Co., Ltd. History Added to 16,193 11,260 3.79% 6.31% 1457 +623 4.0% Q4 2025 Feb 05, 2026
Nvest Financial, LLC History Added to 16,503 11,253 4.68% 4.31% 1458 +5,240 46.52% Q4 2025 Feb 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 16,490 11,246 0.01% 0.01% 1459 +3,014 22.37% Q4 2025 Feb 12, 2026
Zurich Insurance Group Ltd/FI History Reduced 16,330 11,218 0.08% 0.08% 1460 -360 -2.16% Q4 2025 Feb 17, 2026
Accent Capital Management, LLC History Reduced 16,399 11,211 4.82% 6.15% 1461 -5,560 -25.32% Q4 2025 Feb 09, 2026
Lewis Asset Management, LLC History Reduced 16,418 11,195 4.56% 4.52% 1462 -75 -0.45% Q4 2025 Jan 15, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 16,374 11,165 1.41% 1.49% 1463 -1,088 -6.23% Q4 2025 Feb 06, 2026
Equity Wealth Partners, LLC History Added to 16,275 11,098 7.2% 7.2% 1464 +2,952 22.16% Q4 2025 Jan 26, 2026
Ryan Investment Management, Inc. History Reduced 16,271 11,095 6.14% 8.33% 1465 -6,216 -27.64% Q4 2025 Jan 12, 2026
ASL Financial, LLC History New 16,269 11,084 8.71% 1466 +16,269 New Q4 2025 Jan 20, 2026
RB Capital Management, LLC History Added to 16,239 11,073 2.2% 2.2% 1467 +273 1.71% Q4 2025 Feb 03, 2026
Mount Capital Ltd History No change 16,200 11,047 4.46% 3.87% 1468 0 0.0% Q4 2025 Feb 11, 2026
PITTENGER & ANDERSON INC History Added to 16,170 11,026 0.42% 0.38% 1469 +442 2.81% Q4 2025 Feb 02, 2026
SEAVIEW INVESTMENT MANAGERS LLC History Added to 16,141 11,006 4.14% 3.88% 1470 +391 2.48% Q4 2025 Feb 09, 2026
Keystone Wealth Services, LLC History Added to 16,123 10,994 2.32% 2.28% 1471 +421 2.68% Q4 2025 Jan 26, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 16,112 10,987 0.01% 1472 +16,112 New Q4 2025 Feb 13, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 16,101 10,979 0.8% 0.8% 1473 -127 -0.78% Q4 2025 Feb 12, 2026
Perfromance Wealth Partners, LLC History Reduced 16,091 10,972 0.3% 0.33% 1474 -1,396 -7.98% Q4 2025 Jan 21, 2026
SIGMA INVESTMENT COUNSELORS INC History Reduced 16,088 10,970 0.56% 0.56% 1475 -40 -0.25% Q4 2025 Feb 03, 2026
Lynch Investment Planning, LLC History New 15,997 10,941 10.48% 1476 +15,997 New Q4 2025 Feb 24, 2026
FIRST FOUNDATION ADVISORS History Reduced 16,041 10,938 0.41% 0.4% 1477 -146 -0.9% Q4 2025 Feb 04, 2026
Oxinas Partners, LLC History Reduced 16,030 10,931 5.26% 6.03% 1478 -875 -5.18% Q4 2025 Jan 26, 2026
Aventail Capital Group, LP History New 15,992 10,905 0.63% 1479 +15,992 New Q4 2025 Feb 17, 2026
COURIER CAPITAL LLC History Reduced 15,974 10,892 0.61% 0.61% 1480 -65 -0.41% Q4 2025 Jan 29, 2026
CMG Global Holdings, LLC History Added to 15,838 10,867 4.82% 4.75% 1481 +1,248 8.55% Q4 2025 Feb 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 15,939 10,863 0.82% 0.83% 1482 +900 5.98% Q4 2025 Jan 07, 2026
ASSETMARK, INC History Reduced 15,929 10,862 0.02% 0.08% 1483 -39,366 -71.19% Q4 2025 Jan 23, 2026
CGN Advisors LLC History Reduced 15,922 10,857 0.86% 0.87% 1484 -30 -0.19% Q4 2025 Jan 05, 2026
Triumph Capital Management History Added to 15,897 10,840 2.34% 1.89% 1485 +5,320 50.3% Q4 2025 Feb 12, 2026
Coastal Bridge Advisors, LLC History Added to 15,855 10,811 0.81% 0.79% 1486 +197 1.26% Q4 2025 Feb 18, 2026
Krilogy Financial LLC History Reduced 15,606 10,810 0.37% 0.42% 1487 -901 -5.46% Q4 2025 Jan 27, 2026
NORDEN GROUP LLC History Reduced 15,795 10,770 1.05% 1.19% 1488 -1,732 -9.88% Q4 2025 Jan 13, 2026
WEALTH ALLIANCE, LLC History Added to 15,766 10,750 1.05% 1.06% 1489 +356 2.31% Q4 2025 Feb 13, 2026
Abound Wealth Management History Added to 15,744 10,736 2.51% 2.28% 1490 +2,098 15.37% Q4 2025 Jan 12, 2026
SILVER OAK SECURITIES, INCORPORATED History Reduced 15,622 10,732 0.73% 0.99% 1491 -4,185 -21.13% Q4 2025 Jan 15, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 15,723 10,721 0.16% 0.16% 1492 -1,399 -8.17% Q4 2025 Jan 05, 2026
Next Level Private LLC History Reduced 15,700 10,706 2.81% 3.17% 1493 -572 -3.52% Q4 2025 Jan 07, 2026
Tactive Advisors, LLC History Reduced 15,617 10,649 3.12% 3.07% 1494 -671 -4.12% Q4 2025 Jan 09, 2026
GREENWOOD GEARHART INC History Added to 15,611 10,645 0.59% 0.59% 1495 +259 1.69% Q4 2025 Feb 04, 2026
St. Johns Investment Management Company, LLC History Reduced 15,589 10,630 4.43% 4.43% 1496 -56 -0.36% Q4 2025 Jan 29, 2026
Canandaigua National Trust Co of Florida History Added to 15,585 10,627 6.65% 7.44% 1497 +1,495 10.61% Q4 2025 Jan 30, 2026
SeaCrest Wealth Management, LLC History Added to 15,397 10,617 1.07% 1.09% 1498 +19 0.12% Q4 2025 Jan 12, 2026
PACIFIC FINANCIAL GROUP INC History Added to 15,486 10,577 5.88% 3.91% 1499 +7,556 95.28% Q4 2025 Feb 17, 2026
Community Bank, N.A. History Reduced 15,491 10,563 1.25% 1.27% 1500 -218 -1.39% Q4 2025 Feb 04, 2026
Legacy Wealth Advisors, LLC History New 15,474 10,551 6.97% 1501 +15,474 New Q4 2025 Feb 17, 2026
Roundview Capital LLC History Reduced 15,434 10,524 0.65% 0.65% 1502 -12 -0.08% Q4 2025 Feb 09, 2026
JACKSON SQUARE CAPITAL, LLC History Added to 15,430 10,522 2.08% 2.22% 1503 +143 0.94% Q4 2025 Jan 21, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 15,413 10,510 1.26% 1.79% 1504 -7,254 -32.0% Q4 2025 Feb 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 15,400 10,501 0.98% 1505 +15,400 New Q4 2025 Feb 17, 2026
HOWE & RUSLING INC History Added to 15,396 10,498 0.69% 0.47% 1506 +5,138 50.09% Q4 2025 Feb 17, 2026
FAS Wealth Partners, Inc. History Added to 15,381 10,488 0.68% 0.67% 1507 +561 3.79% Q4 2025 Feb 18, 2026
Ackerman Asset Management, LLC History Reduced 15,349 10,467 6.96% 7.37% 1508 -107 -0.69% Q4 2025 Feb 13, 2026
Venturi Wealth Management, LLC History Added to 15,345 10,463 0.46% 0.47% 1509 +107 0.7% Q4 2025 Jan 22, 2026
Advisor OS, LLC History Reduced 15,298 10,432 0.84% 0.9% 1510 -317 -2.03% Q4 2025 Feb 04, 2026
Brooklyn Investment Group History Added to 15,105 10,389 0.48% 0.87% 1511 +4,662 44.64% Q4 2025 Feb 12, 2026
Estate Planners Group, LLC History New 15,189 10,357 4.49% 1512 +15,189 New Q4 2025 Apr 07, 2026
Blue Trust, Inc. History Added to 15,159 10,337 0.12% 0.11% 1513 +35 0.23% Q4 2025 Jan 16, 2026
Keating Financial Advisory Services, Inc. History New 15,145 10,327 1.4% 1514 +15,145 New Q4 2025 Feb 09, 2026
GenWealth Group, Inc. History Reduced 14,922 10,323 1.76% 1.85% 1515 -22 -0.15% Q4 2025 Jan 12, 2026
TCI Wealth Advisors, Inc. History Reduced 15,100 10,297 0.57% 0.61% 1516 -163 -1.07% Q4 2025 Feb 02, 2026
Pasadena Private Wealth, LLC History Reduced 15,079 10,282 1.4% 1.5% 1517 -616 -3.92% Q4 2025 Feb 10, 2026
Global Strategic Investment Solutions, LLC History Reduced 15,067 10,274 1.0% 1.01% 1518 -128 -0.84% Q4 2025 Jan 29, 2026
Nelson Capital Management, LLC History Reduced 15,048 10,261 1.2% 1.24% 1519 -528 -3.39% Q4 2025 Feb 10, 2026
F/m Investments LLC History Added to 15,004 10,231 0.39% 0.38% 1520 +141 0.95% Q4 2025 Feb 03, 2026
Wilmar Advisors LLC History No change 15,000 10,228 7.99% 8.2% 1521 0 0.0% Q4 2025 Feb 13, 2026
Avantax Planning Partners, Inc. History Reduced 14,934 10,184 0.28% 0.29% 1522 -110 -0.73% Q4 2025 Feb 05, 2026
Hedeker Wealth, LLC History Reduced 14,913 10,169 2.13% 2.08% 1523 -93 -0.62% Q4 2025 Jan 23, 2026
Global Trust Asset Management, LLC History Added to 14,890 10,153 4.01% 3.04% 1524 +4,786 47.37% Q4 2025 Jan 20, 2026
Canoe Financial LP History Reduced 11,999 10,144 0.14% 0.09% 1525 -1,127 -8.59% Q4 2025 Jan 14, 2026
First American Bank History Added to 14,858 10,131 0.61% 0.62% 1526 +45 0.3% Q4 2025 Jan 20, 2026
MRWM Advisors, LLC History Reduced 14,836 10,116 5.43% 5.75% 1527 -314 -2.07% Q4 2025 Jan 26, 2026
Independent Advisor Alliance History Added to 14,811 10,099 0.25% 0.21% 1528 +2,871 24.05% Q4 2025 Feb 04, 2026
Towercrest Capital Management History Reduced 14,799 10,091 1.59% 1.62% 1529 -314 -2.08% Q4 2025 Jan 21, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 14,510 10,086 0.68% 0.73% 1530 +396 2.81% Q4 2025 Feb 13, 2026
Citizens Business Bank History Added to 14,783 10,080 1.67% 1.6% 1531 +355 2.46% Q4 2025 Feb 02, 2026
Warwick Investment Management, Inc. History Reduced 14,749 10,057 1.55% 1.8% 1532 -819 -5.26% Q4 2025 Jan 15, 2026
BEACON ADVISORS HOLDINGS, LLC History New 14,702 10,025 5.28% 1533 +14,702 New Q4 2025 Feb 27, 2026
COHEN & STEERS, INC. History Reduced 14,700 10,024 0.02% 0.03% 1534 -10,300 -41.2% Q4 2025 Feb 13, 2026
Van Cleef Asset Management,Inc History Reduced 14,671 10,004 1.01% 1.09% 1535 -1,380 -8.6% Q4 2025 Feb 09, 2026
Q Global Advisors, LLC History New 14,658 9,996 9.83% 1536 +14,658 New Q4 2025 Feb 17, 2026
XY Planning Network, Inc. History Added to 14,610 9,962 1.74% 2.54% 1537 +2,532 20.96% Q4 2025 Jan 26, 2026
Bedminster, LLC History New 14,603 9,958 9.15% 1538 +14,603 New Q4 2025 Feb 05, 2026
BFSG, LLC History Added to 14,496 9,884 0.96% 0.85% 1539 +1,374 10.47% Q4 2025 Jan 22, 2026
Plum Street Advisors, LLC History Added to 14,428 9,838 3.5% 3.61% 1540 +376 2.68% Q4 2025 Feb 13, 2026
Rehmann Capital Advisory Group History Added to 14,373 9,801 0.51% 0.48% 1541 +1,121 8.46% Q4 2025 Mar 04, 2026
Legacy Capital Wealth Partners, LLC History Added to 65,862 9,795 2.1% 1.56% 1542 +3,893 6.28% Q4 2025 Jan 16, 2026
NEW WAVE WEALTH ADVISORS LLC History Reduced 14,292 9,774 3.58% 5.18% 1543 -7,163 -33.39% Q4 2025 Jan 21, 2026
PALLADIEM, LLC History New 14,209 9,759 9.25% 1544 +14,209 New Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History Reduced 14,286 9,741 0.41% 0.42% 1545 -356 -2.43% Q4 2025 Jan 16, 2026
Jupiter Wealth Management LLC History Added to 14,292 9,736 4.34% 4.31% 1546 +603 4.4% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 14,266 9,727 0.02% 0.1% 1547 -98,124 -87.31% Q4 2025 Feb 17, 2026
Etesian Wealth Advisors, Inc. History Added to 14,255 9,720 3.05% 3.05% 1548 +391 2.82% Q4 2025 Feb 11, 2026
Bolthouse Investments, LLC History Reduced 14,204 9,685 8.61% 8.89% 1549 -513 -3.49% Q4 2025 Jan 27, 2026
ROMAN BUTLER FULLERTON & CO History Added to 14,056 9,684 2.54% 2.47% 1550 +653 4.87% Q4 2025 Jan 26, 2026
Cassaday & Co Wealth Management LLC History Added to 14,192 9,677 0.2% 0.18% 1551 +2,215 18.49% Q4 2025 Feb 03, 2026
McLaughlin Asset Management, Inc. History New 14,108 9,620 8.61% 1552 +14,108 New Q4 2025 Feb 20, 2026
Pinnacle Financial Group, LLC / IL History Reduced 14,104 9,618 2.79% 2.91% 1554 -341 -2.36% Q4 2025 Feb 05, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 14,105 9,618 0.15% 0.17% 1553 +5 0.04% Q4 2025 Feb 17, 2026
Hoxton Planning & Management, LLC History Added to 14,093 9,610 2.87% 2.26% 1555 +3,553 33.71% Q4 2025 Feb 11, 2026
VISION FINANCIAL MARKETS LLC History Added to 14,089 9,606 9.8% 7.94% 1556 +122 0.87% Q4 2025 Jan 22, 2026
FORMULATE FINANCIAL LLC History Added to 14,066 9,591 11.24% 11.35% 1557 +328 2.39% Q4 2025 Feb 11, 2026
Legacy Trust History Reduced 14,032 9,568 1.79% 1.87% 1558 -184 -1.29% Q4 2025 Jan 22, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 14,019 9,564 3.48% 3.39% 1559 +2,163 18.24% Q4 2025 Feb 12, 2026
Aspen Wealth Management LLC History Added to 14,020 9,560 2.01% 2.07% 1560 +48 0.34% Q4 2025 Jan 05, 2026
VanderPol Investments L.L.C. History Reduced 15,400 9,554 16.61% 20.42% 1561 -3,400 -18.09% Q4 2025 Feb 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 13,953 9,514 0.61% 0.64% 1562 -504 -3.49% Q4 2025 Jan 26, 2026
ALETHEA CAPITAL MANAGEMENT, LLC History New 13,927 9,497 4.61% 1563 +13,927 New Q4 2025 Feb 11, 2026
WADDELL & ASSOCIATES, LLC History Added to 13,917 9,490 0.64% 0.78% 1564 +100 0.72% Q4 2025 Feb 11, 2026
Veracity Capital LLC History Added to 13,913 9,487 2.79% 2.86% 1565 +447 3.32% Q4 2025 Jan 29, 2026
Columbia Asset Management History Reduced 13,892 9,473 1.68% 1.76% 1566 -265 -1.87% Q4 2025 Jan 28, 2026
Aegis Wealth Management LLC History Reduced 13,866 9,455 5.34% 5.74% 1567 -2,208 -13.74% Q4 2025 Jan 14, 2026
Washington Trust Advisors, Inc. History Added to 13,838 9,436 0.72% 0.7% 1568 +15 0.11% Q4 2025 Feb 03, 2026
JTC Employer Solutions Trustee Ltd History No change 13,834 9,433 0.64% 0.79% 1569 0 0.0% Q4 2025 Feb 10, 2026
Montis Financial, LLC History Reduced 13,814 9,420 1.86% 2.32% 1570 -1,282 -8.49% Q4 2025 Feb 11, 2026
Rench Wealth Management, Inc. History New 1,381 9,417 2.7% 1571 +1,381 New Q4 2025 Feb 12, 2026
Capital Investment Advisory Services, LLC History Reduced 13,805 9,413 0.67% 0.74% 1572 -154 -1.1% Q4 2025 Jan 21, 2026
Shared Vision Wealth Group LLC History Added to 13,586 9,411 3.81% 2.69% 1573 +4,070 42.77% Q4 2025 Feb 11, 2026
Westmount Partners, LLC History Reduced 13,741 9,370 2.34% 2.37% 1574 -10 -0.07% Q4 2025 Jan 15, 2026
Goelzer Investment Management, Inc. History Reduced 13,740 9,369 0.43% 0.5% 1575 -332 -2.36% Q4 2025 Jan 14, 2026
IRON Financial LLC History Added to 13,736 9,366 4.3% 4.37% 1576 +31 0.23% Q4 2025 Jan 22, 2026
Cannon Advisors, Inc. History Reduced 13,556 9,358 6.6% 6.48% 1577 -774 -5.4% Q4 2025 Jan 15, 2026
BREAKTHRU ADVISORY SERVICES, LLC History No change 13,708 9,347 5.97% 6.01% 1578 0 0.0% Q4 2025 Jan 12, 2026
EDGEWOOD MANAGEMENT LLC History Reduced 13,680 9,328 0.04% 0.05% 1579 -5,604 -29.06% Q4 2025 Feb 12, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 13,671 9,322 7.57% 6.5% 1580 0 0.0% Q4 2025 Jan 29, 2026
Sitrin Capital Management LLC History Added to 13,592 9,295 4.41% 4.33% 1581 +79 0.58% Q4 2025 Jan 27, 2026
Coppell Advisory Solutions LLC History Added to 13,514 9,284 0.91% 0.6% 1582 +5,003 58.78% Q4 2025 Feb 17, 2026
First Washington CORP History Reduced 13,576 9,257 2.4% 3.51% 1583 -6,052 -30.83% Q4 2025 Feb 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History Added to 13,525 9,223 2.64% 2.58% 1584 +1,013 8.1% Q4 2025 Feb 11, 2026
OmniStar Financial Group, Inc. History Added to 13,515 9,216 5.4% 4.58% 1585 +2,165 19.07% Q4 2025 Feb 17, 2026
Linscomb Wealth, Inc. History Reduced 13,506 9,210 0.39% 0.39% 1586 -209 -1.52% Q4 2025 Feb 10, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 13,471 9,186 0.01% 0.0% 1587 +4,170 44.83% Q4 2025 Feb 13, 2026
Operose Advisors LLC History Reduced 13,402 9,139 2.13% 2.28% 1588 -317 -2.31% Q4 2025 Feb 10, 2026
Latko Wealth Management, Ltd. History Reduced 13,368 9,116 4.46% 4.65% 1589 -394 -2.86% Q4 2025 Feb 10, 2026
Quadrant Private Wealth Management, LLC History Reduced 13,326 9,113 1.49% 1.78% 1590 -1,259 -8.63% Q4 2025 Jan 26, 2026
COZAD ASSET MANAGEMENT INC History Reduced 13,358 9,109 0.71% 0.72% 1591 -189 -1.4% Q4 2025 Feb 13, 2026
LOWERY THOMAS, LLC History Reduced 13,350 9,103 5.14% 5.25% 1592 -298 -2.18% Q4 2025 Jan 26, 2026
NBT BANK N A /NY History Reduced 13,345 9,100 0.59% 0.59% 1593 -150 -1.11% Q4 2025 Jan 23, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 13,341 9,097 1.53% 1594 +13,341 New Q4 2025 Feb 12, 2026
Certified Advisory Corp History Added to 13,338 9,095 0.83% 0.84% 1595 +6 0.05% Q4 2025 Jan 12, 2026
GWN SECURITIES INC. History Added to 13,285 9,059 1.83% 1.81% 1596 +1,630 13.99% Q4 2025 Feb 11, 2026
CVFG LLC History Reduced 13,267 9,046 6.2% 6.93% 1597 -1,143 -7.93% Q4 2025 Feb 06, 2026
Welch Group, LLC History Added to 13,265 9,045 0.35% 0.15% 1598 +7,673 137.21% Q4 2025 Jan 26, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 13,245 9,032 0.97% 1.08% 1599 -1,275 -8.78% Q4 2025 Jan 28, 2026
Quent Capital, LLC History Added to 13,187 8,992 0.65% 0.69% 1600 +909 7.4% Q4 2025 Jan 29, 2026
Successful Portfolios LLC History Added to 12,937 8,979 4.58% 4.9% 1601 +329 2.61% Q4 2025 Jan 23, 2026
Key Client Fiduciary Advisors, LLC History Added to 13,162 8,975 3.06% 2.69% 1602 +966 7.92% Q4 2025 Jan 28, 2026
Ignite Planners, LLC History Reduced 12,913 8,935 1.37% 1.46% 1603 -475 -3.55% Q4 2025 Feb 06, 2026
COLLECTIVE FAMILY OFFICE LLC History Added to 13,054 8,901 2.04% 2.0% 1604 +567 4.54% Q4 2025 Jan 06, 2026
Autumn Glory Partners, LLC History Added to 13,033 8,887 3.11% 3.56% 1605 +34 0.26% Q4 2025 Jan 27, 2026
CHANNEL WEALTH LLC History Reduced 13,016 8,875 2.25% 2.5% 1606 -1,007 -7.18% Q4 2025 Feb 03, 2026
OLD SECOND NATIONAL BANK OF AURORA History Added to 13,012 8,873 1.77% 1.4% 1607 +2,810 27.54% Q4 2025 Jan 27, 2026
AlphaStar Capital Management, LLC History Added to 13,003 8,866 0.65% 0.74% 1608 +70 0.54% Q4 2025 Feb 02, 2026
FWG Holdings, LLC History No change 12,891 8,861 3.36% 3.82% 1609 0 0.0% Q4 2025 Feb 02, 2026
Michels Family Financial, LLC History Added to 12,982 8,852 6.5% 6.34% 1610 +756 6.18% Q4 2025 Feb 19, 2026
Triad Wealth Partners, LLC History Added to 12,952 8,832 0.84% 1.03% 1611 +912 7.57% Q4 2025 Jan 22, 2026
WBH ADVISORY INC History Reduced 12,946 8,828 0.65% 0.66% 1612 -123 -0.94% Q4 2025 Jan 26, 2026
First City Capital Management, Inc. History Reduced 12,941 8,824 4.66% 4.66% 1613 -30 -0.23% Q4 2025 Jan 14, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Added to 100,064 8,821 6.55% 5.61% 1614 +10,793 12.09% Q4 2025 Jan 14, 2026
Clear Street Group Inc. History Added to 12,922 8,811 0.03% 0.03% 1615 +1,135 9.63% Q4 2025 Feb 13, 2026
Providence Financial Advisors, LLC History Reduced 12,906 8,800 8.78% 9.95% 1616 -2,762 -17.63% Q4 2025 Feb 10, 2026
Blueprint Investment Partners LLC History Reduced 12,901 8,797 0.94% 1.26% 1617 -594 -4.4% Q4 2025 Feb 17, 2026
Brightwater Advisory LLC History Reduced 12,842 8,757 5.92% 5.93% 1618 -121 -0.93% Q4 2025 Feb 12, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 12,837 8,754 0.83% 0.88% 1619 -715 -5.28% Q4 2025 Feb 17, 2026
Roger Wittlin Investment Advisory, LLC History Reduced 12,821 8,743 6.11% 5.42% 1620 -1,816 -12.41% Q4 2025 Jan 20, 2026
Litman Gregory Wealth Management LLC History Added to 12,808 8,734 0.64% 0.5% 1621 +2,793 27.89% Q4 2025 Feb 12, 2026
Jackson Hole Capital Partners, LLC History Reduced 12,780 8,715 1.49% 1.53% 1623 -636 -4.74% Q4 2025 Jan 30, 2026
BURNS J W & CO INC/NY History Added to 12,781 8,715 0.96% 0.96% 1622 +66 0.52% Q4 2025 Jan 12, 2026
Paragon Capital Management Ltd History Reduced 12,757 8,699 1.73% 1.6% 1624 -22 -0.17% Q4 2025 Jan 22, 2026
RFG Advisory, LLC History Added to 12,745 8,690 0.16% 0.17% 1625 +469 3.82% Q4 2025 Feb 03, 2026
Glassman Wealth Services History Reduced 12,739 8,686 1.17% 1.22% 1626 -253 -1.95% Q4 2025 Jan 28, 2026
PGIM Custom Harvest LLC History Added to 12,734 8,683 0.13% 0.13% 1627 +43 0.34% Q4 2025 Feb 17, 2026
ABNER HERRMAN & BROCK LLC History Reduced 12,730 8,681 0.89% 0.89% 1628 -228 -1.76% Q4 2025 Jan 06, 2026
Boston Partners History Added to 13,263 8,654 0.01% 0.01% 1629 +103 0.78% Q4 2025 Feb 13, 2026
WEST BANCORPORATION INC History No change 12,676 8,644 4.53% 4.69% 1630 0 0.0% Q4 2025 Jan 29, 2026
Invesco Ltd. History Added to 12,619 8,605 0.0% 0.0% 1631 +5,810 85.33% Q4 2025 Feb 19, 2026
MACROVIEW INVESTMENT MANAGEMENT LLC History Added to 12,617 8,604 5.88% 3.61% 1632 +5,339 73.36% Q4 2025 Feb 05, 2026
Cerro Pacific Wealth Advisors LLC History Reduced 12,604 8,595 2.32% 2.71% 1634 -2,229 -15.03% Q4 2025 Feb 02, 2026
Covenant Asset Management, LLC History Added to 12,605 8,595 1.02% 0.94% 1633 +87 0.69% Q4 2025 Jan 30, 2026
Secure Asset Management, LLC History Added to 12,589 8,584 1.34% 1.14% 1635 +1,001 8.64% Q4 2025 Jan 20, 2026
Madison Park Capital Advisors, LLC History Added to 12,568 8,570 6.95% 6.6% 1636 +495 4.1% Q4 2025 Jan 20, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 12,536 8,548 0.24% 0.24% 1637 -170 -1.34% Q4 2025 Feb 03, 2026
Motiv8 Investments LLC History Reduced 12,527 8,542 4.66% 4.47% 1638 -78 -0.62% Q4 2025 Feb 13, 2026
Topsail Wealth Management, LLC History No change 12,510 8,530 1.25% 1.41% 1639 0 0.0% Q4 2025 Feb 04, 2026
Schear Investment Advisers, LLC History Reduced 12,506 8,528 3.67% 4.35% 1640 -2,150 -14.67% Q4 2025 Jan 28, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 12,498 8,522 0.48% 0.42% 1641 +2,396 23.72% Q4 2025 Feb 04, 2026
American Trust History Reduced 12,488 8,515 0.72% 0.71% 1642 -170 -1.34% Q4 2025 Feb 17, 2026
CAPITAL WEALTH MANAGEMENT, LLC History Reduced 12,480 8,510 2.75% 3.03% 1643 -574 -4.4% Q4 2025 Feb 02, 2026
Millington Financial Advisors, LLC History Added to 12,281 8,481 3.76% 3.63% 1644 +993 8.8% Q4 2025 Feb 09, 2026
LCW Services, LLC History New 12,397 8,453 4.5% 1646 +12,397 New Q4 2025 Feb 11, 2026
Annex Advisory Services, LLC History Reduced 12,397 8,453 0.16% 0.18% 1645 -105 -0.84% Q4 2025 Jan 26, 2026
Redwood Park Advisors LLC History Added to 12,395 8,452 5.75% 5.32% 1647 +295 2.44% Q4 2025 Feb 17, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 12,378 8,440 0.49% 0.5% 1648 -117 -0.94% Q4 2025 Jan 22, 2026
Leo Wealth, LLC History Added to 12,343 8,417 0.61% 1.01% 1649 +651 5.57% Q4 2025 Jan 21, 2026
WORLD EQUITY GROUP, INC. History Reduced 12,327 8,406 2.35% 2.0% 1650 -899 -6.8% Q4 2025 Jan 12, 2026
Sage Capital Management, LLC History Added to 12,312 8,402 3.88% 3.68% 1651 +25 0.2% Q4 2025 Jan 15, 2026
ATLAS CAPITAL ADVISORS INC. History New 12,310 8,394 0.93% 1652 +12,310 New Q4 2025 Feb 13, 2026
Colorado Capital Management, Inc. History Reduced 12,301 8,388 3.15% 3.21% 1653 -141 -1.13% Q4 2025 Jan 23, 2026
Perennial Advisors, LLC History Added to 12,289 8,380 1.41% 1.38% 1654 +347 2.91% Q4 2025 Jan 12, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History Added to 12,280 8,373 1.97% 2.0% 1655 +50 0.41% Q4 2025 Feb 02, 2026
Corundum Group, Inc. History Added to 12,277 8,371 2.81% 3.26% 1656 +357 2.99% Q4 2025 Jan 12, 2026
Peregrine Asset Advisers, Inc. History Reduced 12,275 8,370 2.36% 2.65% 1657 -979 -7.39% Q4 2025 Feb 02, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 12,257 8,358 1.5% 1.39% 1658 +1,498 13.92% Q4 2025 Feb 06, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 12,241 8,347 0.58% 0.57% 1659 -159 -1.28% Q4 2025 Jan 28, 2026
Cliffwater LLC History No change 12,204 8,322 1.75% 1.71% 1660 0 0.0% Q4 2025 Feb 12, 2026
Aspire Capital Advisors LLC History Added to 12,197 8,317 1.95% 1.99% 1661 +114 0.94% Q4 2025 Jan 16, 2026
Ameliora Wealth Management Ltd. History No change 12,127 8,269 2.52% 2.69% 1662 0 0.0% Q4 2025 Jan 21, 2026
Warner Group LLC History Added to 12,091 8,244 5.08% 5.38% 1663 +368 3.14% Q4 2025 Feb 06, 2026
KFA Private Wealth Group, LLC History Added to 12,087 8,242 2.0% 2.22% 1664 +410 3.51% Q4 2025 Jan 07, 2026
Vienna Asset Management LLC History Reduced 12,084 8,240 4.68% 4.84% 1665 -110 -0.9% Q4 2025 Feb 13, 2026
Round Rock Advisors LLC History Reduced 12,069 8,230 1.24% 1.36% 1666 -849 -6.57% Q4 2025 Apr 07, 2026
WealthPlan Investment Management, LLC History Added to 12,062 8,225 0.52% 0.42% 1667 +2,523 26.45% Q4 2025 Feb 05, 2026
Alta Wealth Advisors LLC History Added to 12,049 8,216 2.75% 2.68% 1668 +833 7.43% Q4 2025 Feb 03, 2026
Asset Dedication, LLC History Added to 12,043 8,212 0.54% 0.51% 1669 +588 5.13% Q4 2025 Jan 26, 2026
Guardian Partners Inc. History Added to 12,003 8,206 0.66% 0.67% 1670 +198 1.68% Q4 2025 Feb 17, 2026
Smith Salley Wealth Management History Added to 12,032 8,204 0.41% 0.16% 1671 +7,296 154.05% Q4 2025 Jan 27, 2026
P SCHOENFELD ASSET MANAGEMENT LP History New 12,000 8,183 2.89% 1672 +12,000 New Q4 2025 Feb 13, 2026
Coastwise Capital Group, LLC History Added to 11,998 8,181 4.09% 5.47% 1673 +331 2.84% Q4 2025 Feb 12, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 11,995 8,179 0.03% 0.05% 1674 -6,138 -33.85% Q4 2025 Feb 13, 2026
Garden State Investment Advisory Services LLC History Reduced 11,959 8,160 1.8% 6.75% 1675 -33,612 -73.76% Q4 2025 Feb 17, 2026
MUFG SECURITIES AMERICAS INC. History No change 11,932 8,136 0.51% 0.51% 1676 0 0.0% Q4 2025 Feb 13, 2026
DBK Financial Counsel, LLC History Reduced 11,926 8,132 6.24% 6.71% 1677 -48 -0.4% Q4 2025 Jan 26, 2026
Karani Asset Management LLC History Reduced 11,900 8,114 6.64% 6.49% 1678 -300 -2.46% Q4 2025 Feb 17, 2026
Gratus Wealth Advisors, LLC History No change 11,888 8,106 1.12% 1.11% 1679 0 0.0% Q4 2025 Feb 04, 2026
Tandem Investment Partners LLC History Reduced 11,886 8,105 6.83% 6.63% 1680 -234 -1.93% Q4 2025 Jan 21, 2026
Bank of New Hampshire History New 11,884 8,103 1.82% 1681 +11,884 New Q4 2025 Mar 16, 2026
CYPRESS FINANCIAL PLANNING LLC History Added to 10,647 8,057 2.22% 2.08% 1682 +380 3.7% Q4 2025 Jan 14, 2026
M.D. Sass, LLC History No change 11,800 8,046 0.63% 0.64% 1683 0 0.0% Q4 2025 Feb 10, 2026
Lexington Hill Partners, LLC History New 11,789 8,039 6.04% 1684 +11,789 New Q4 2025 Feb 19, 2026
HERBST GROUP, LLC History Added to 11,788 8,038 4.73% 4.56% 1685 +767 6.96% Q4 2025 Jan 16, 2026
Truepoint, Inc. History Added to 11,784 8,035 0.18% 0.18% 1686 +315 2.75% Q4 2025 Feb 11, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 11,774 8,029 0.84% 0.96% 1687 -513 -4.18% Q4 2025 Feb 13, 2026
Castellan Group History New 11,179 8,024 1.01% 1688 +11,179 New Q4 2025 Jan 23, 2026
Elyxium Wealth, LLC History Reduced 11,739 8,005 2.22% 2.73% 1689 -25 -0.21% Q4 2025 Feb 05, 2026
Trivium Point Advisory, LLC History Added to 11,731 7,999 0.81% 0.77% 1690 +455 4.04% Q4 2025 Jan 26, 2026
Summit Wealth Partners, LLC History Reduced 11,725 7,995 1.48% 2.0% 1691 -4,906 -29.5% Q4 2025 Jan 27, 2026
Foster Victor Wealth Advisors, LLC History Added to 11,558 7,994 0.47% 0.4% 1692 +2,025 21.24% Q4 2025 Jan 26, 2026
FIRST AMERICAN TRUST, FSB History Added to 11,720 7,992 0.55% 0.46% 1693 +2,153 22.5% Q4 2025 Feb 11, 2026
Blue Fin Capital, Inc. History Reduced 11,720 7,992 1.24% 1.23% 1694 -27 -0.23% Q4 2025 Jan 23, 2026
Corsicana & Co. History Reduced 11,666 7,955 4.47% 4.39% 1695 -62 -0.53% Q4 2025 Jan 07, 2026
SEVEN MILE ADVISORY History Reduced 11,533 7,864 1.35% 3.44% 1696 -20,444 -63.93% Q4 2025 Feb 13, 2026
Petros Family Wealth, LLC History Added to 11,532 7,863 5.23% 6.3% 1697 +228 2.02% Q4 2025 Jan 14, 2026
ArchPoint Investors History Reduced 11,496 7,862 1.86% 2.15% 1698 -223 -1.9% Q4 2025 Feb 13, 2026
Garde Capital, Inc. History Added to 11,528 7,860 0.47% 0.37% 1699 +115 1.01% Q4 2025 Feb 10, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 11,344 7,847 1.16% 1.25% 1700 +5,395 90.69% Q4 2025 Jan 07, 2026
BlueCrest Capital Management Ltd History Reduced 11,500 7,842 0.24% 372.44% 1701 -301,000 -96.32% Q4 2025 Feb 17, 2026
Centennial Bank/AR/ History Added to 11,500 7,842 3.12% 2.93% 1702 +321 2.87% Q4 2025 Feb 17, 2026
IBEX WEALTH ADVISORS History Added to 11,491 7,835 0.77% 0.67% 1703 +1,028 9.83% Q4 2025 Feb 17, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Reduced 11,467 7,819 1.27% 1.4% 1704 -581 -4.82% Q4 2025 Feb 11, 2026
Selby Wealth Management, LLC History New 11,462 7,816 3.15% 1705 +11,462 New Q4 2025 Feb 13, 2026
Cordatus Wealth Management LLC History Reduced 11,453 7,810 1.81% 2.55% 1706 -4,799 -29.53% Q4 2025 Jan 26, 2026
Joseph P. Lucia & Associates, LLC History Added to 11,444 7,804 2.81% 2.72% 1707 +622 5.75% Q4 2025 Jan 28, 2026
URS Advisory LLC History New 11,416 7,784 6.47% 1708 +11,416 New Q4 2025 Feb 17, 2026
Balentine LLC History Added to 11,384 7,762 0.29% 0.28% 1709 +157 1.4% Q4 2025 Feb 02, 2026
Patten Group, Inc. History Reduced 11,356 7,743 1.43% 1.56% 1710 -651 -5.42% Q4 2025 Jan 23, 2026
Well Done, LLC History Reduced 11,341 7,733 1.16% 1.32% 1711 -320 -2.74% Q4 2025 Jan 13, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Added to 11,108 7,725 0.07% 0.06% 1712 +88 0.8% Q4 2025 Jan 28, 2026
Stronghold Wealth Management L.L.C. History New 11,316 7,716 11.4% 1713 +11,316 New Q4 2025 Feb 06, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 11,303 7,708 0.38% 0.38% 1714 -214 -1.86% Q4 2025 Jan 27, 2026
Bragg Financial Advisors, Inc History Reduced 11,298 7,704 0.25% 0.26% 1715 -303 -2.61% Q4 2025 Feb 13, 2026
Schneider Downs Wealth Management Advisors, LP History Reduced 11,250 7,671 0.86% 0.9% 1716 -191 -1.67% Q4 2025 Feb 12, 2026
Park Capital Management, LLC / WI History Added to 11,240 7,664 5.48% 4.49% 1717 +2,810 33.33% Q4 2025 Jan 20, 2026
BTC Capital Management, Inc. History No change 11,227 7,655 0.53% 0.52% 1718 0 0.0% Q4 2025 Jan 15, 2026
Port Capital LLC History Reduced 11,205 7,640 0.33% 0.32% 1719 -187 -1.64% Q4 2025 Feb 17, 2026
FSC Wealth Advisors, LLC History Reduced 11,199 7,636 12.39% 10.86% 1720 -17,058 -60.37% Q4 2025 Jan 22, 2026
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC History Reduced 11,197 7,635 1.19% 1.21% 1721 -220 -1.93% Q4 2025 Jan 23, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 11,169 7,616 0.85% 0.83% 1722 0 0.0% Q4 2025 Feb 17, 2026
INVENIO WEALTH PARTNERS LLC History Reduced 11,124 7,585 2.82% 2.73% 1723 -155 -1.37% Q4 2025 Feb 13, 2026
Destiny Wealth Partners, LLC History Added to 10,946 7,582 0.87% 0.79% 1724 +1,243 12.81% Q4 2025 Feb 03, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History Reduced 11,119 7,582 2.63% 2.76% 1725 -189 -1.67% Q4 2025 Jan 27, 2026
SkyView Investment Advisors, LLC History Reduced 11,115 7,580 0.96% 0.94% 1726 -24 -0.22% Q4 2025 Feb 18, 2026
One Day In July LLC History Added to 11,098 7,568 0.62% 0.61% 1727 +206 1.89% Q4 2025 Feb 04, 2026
SURIENCE PRIVATE WEALTH LLC History Reduced 11,047 7,533 8.09% 7.13% 1728 -658 -5.62% Q4 2025 Jan 16, 2026
New Republic Capital, LLC History Added to 11,002 7,502 2.0% 2.15% 1729 +477 4.53% Q4 2025 Feb 10, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 10,985 7,490 0.22% 0.22% 1730 0 0.0% Q4 2025 Feb 02, 2026
High Net Worth Advisory Group LLC History Added to 10,956 7,471 1.72% 1.76% 1731 +1 0.01% Q4 2025 Jan 23, 2026
Drexel Morgan & Co. History No change 10,911 7,440 1.16% 1.14% 1732 0 0.0% Q4 2025 Feb 12, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 10,892 7,427 0.52% 0.56% 1733 -1,180 -9.77% Q4 2025 Jan 13, 2026
Northern Financial Advisors Inc History Reduced 10,871 7,414 8.47% 8.16% 1734 -12,461 -53.41% Q4 2025 Jan 27, 2026
Moran Wealth Management, LLC History Reduced 10,864 7,408 0.23% 1.92% 1735 -84,932 -88.66% Q4 2025 Jan 26, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 10,849 7,398 1.22% 1.31% 1736 -74 -0.68% Q4 2025 Feb 11, 2026
Shoker Investment Counsel, Inc. History Added to 10,835 7,389 2.17% 2.08% 1737 +228 2.15% Q4 2025 Feb 04, 2026
Polymer Capital Management (HK) LTD History Added to 10,829 7,384 1.05% 0.96% 1738 +400 3.84% Q4 2025 Feb 13, 2026
Blueprint Financial Advisors LLC History Reduced 10,785 7,354 1.12% 1.72% 1739 -1,141 -9.57% Q4 2025 Feb 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 10,774 7,347 0.34% 1740 +10,774 New Q4 2025 Feb 13, 2026
RATIONAL ADVISORS, INC. History Added to 10,760 7,337 0.75% 0.37% 1741 +5,154 91.94% Q4 2025 Feb 10, 2026
1900 WEALTH MANAGEMENT LLC History Added to 10,710 7,305 0.47% 0.48% 1742 +101 0.95% Q4 2025 Jan 20, 2026
MASECO LLP History Added to 10,712 7,304 0.32% 0.35% 1743 +3 0.03% Q4 2025 Jan 22, 2026
Oliver Luxxe Assets LLC History Reduced 10,698 7,295 1.11% 1.15% 1744 -240 -2.19% Q4 2025 Jan 08, 2026
SageView Advisory Group, LLC History Reduced 10,682 7,284 0.25% 0.36% 1746 -4,907 -31.48% Q4 2025 Feb 17, 2026
TL Private Wealth History Reduced 10,495 7,284 2.8% 2.83% 1745 -136 -1.28% Q4 2025 Jan 12, 2026
Wick Capital Partners, LLC History Reduced 10,681 7,283 1.31% 1.7% 1747 -25 -0.23% Q4 2025 Mar 02, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 10,676 7,280 1.98% 2.19% 1748 +47 0.44% Q4 2025 Feb 10, 2026
Lifeworks Advisors, LLC History New 10,650 7,262 0.94% 1749 +10,650 New Q4 2025 Feb 13, 2026
Clarkston Capital Partners, LLC History Added to 10,628 7,247 0.17% 0.08% 1750 +4,903 85.64% Q4 2025 Feb 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 10,595 7,225 0.09% 0.09% 1751 0 0.0% Q4 2025 Feb 10, 2026
Daybright Advisory Services, Inc. History New 10,590 7,221 1.93% 1753 +10,590 New Q4 2025 Feb 12, 2026
Tempus Wealth Planning, LLC History Reduced 10,590 7,221 1.65% 1.62% 1752 -17 -0.16% Q4 2025 Jan 16, 2026
Veltria Advisors Corp. History Reduced 10,428 7,218 31.46% 40.45% 1754 -3,364 -24.39% Q4 2025 Jan 30, 2026
Founders Capital Management History Reduced 10,567 7,205 3.74% 3.76% 1755 -80 -0.75% Q4 2025 Jan 15, 2026
Ruggiero Investments, Inc. History New 10,564 7,203 6.5% 1756 +10,564 New Q4 2025 Feb 12, 2026
SSA SWISS ADVISORS AG History Reduced 10,554 7,197 3.35% 3.66% 1757 -1,288 -10.88% Q4 2025 Feb 26, 2026
Rossmore Private Capital History Added to 10,509 7,187 0.64% 0.56% 1758 +2,675 34.15% Q4 2025 Feb 05, 2026
Guidance Point Advisors, LLC History Added to 10,502 7,165 1.66% 1.68% 1759 +71 0.68% Q4 2025 Feb 11, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 10,504 7,162 0.07% 0.08% 1760 -1,234 -10.51% Q4 2025 Feb 13, 2026
GAMMA Investing LLC History Added to 10,492 7,154 0.36% 0.37% 1761 +390 3.86% Q4 2025 Jan 05, 2026
Founders Financial Alliance, LLC History Reduced 10,482 7,148 1.35% 1.33% 1762 -125 -1.18% Q4 2025 Feb 12, 2026
Sterneck Capital Management, LLC History Added to 10,476 7,143 3.22% 3.05% 1763 +644 6.55% Q4 2025 Jan 22, 2026
Piedmont Capital Management, LLC/NC History New 10,473 7,141 4.69% 1764 +10,473 New Q4 2025 Feb 13, 2026
Aurora Private Wealth, Inc. History New 10,457 7,131 4.69% 1765 +10,457 New Q4 2025 Feb 02, 2026
Clear Creek Financial Management, LLC History Reduced 10,444 7,125 0.58% 0.95% 1766 -6,071 -36.76% Q4 2025 Jan 23, 2026
ZWJ INVESTMENT COUNSEL INC History Reduced 10,439 7,118 0.26% 0.31% 1767 -2,740 -20.79% Q4 2025 Jan 23, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 10,418 7,104 0.43% 0.28% 1768 +3,068 41.74% Q4 2025 Jan 20, 2026
Iowa State Bank History Added to 10,406 7,096 1.33% 1.28% 1769 +290 2.87% Q4 2025 Jan 06, 2026
Darrow Company, Inc. History Added to 10,371 7,072 3.18% 2.97% 1770 +789 8.23% Q4 2025 Jan 27, 2026
Weaver Capital Management LLC History Reduced 10,365 7,068 1.49% 1.51% 1771 -131 -1.25% Q4 2025 Jan 22, 2026
TruNorth Capital Management, LLC History Added to 10,365 7,068 1.34% 1.37% 1772 +2 0.02% Q4 2025 Feb 11, 2026
NWF Advisory Services Inc. History Reduced 10,359 7,064 0.78% 0.86% 1773 -1,455 -12.32% Q4 2025 Mar 03, 2026
Armbruster Capital Management, Inc. History Reduced 10,347 7,055 1.18% 1.19% 1774 -123 -1.17% Q4 2025 Jan 23, 2026
VELA Investment Management, LLC History Reduced 10,327 7,042 1.66% 3.93% 1775 -13,839 -57.27% Q4 2025 Feb 02, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 10,323 7,039 0.95% 0.92% 1776 +401 4.04% Q4 2025 Feb 12, 2026
PEOPLES BANK /OH History Reduced 10,320 7,037 4.37% 4.23% 1777 -5 -0.05% Q4 2025 Jan 29, 2026
Amplius Wealth Advisors, LLC History Added to 10,312 7,032 0.59% 0.58% 1778 +172 1.7% Q4 2025 Jan 12, 2026
RHL GROUP, LLC History New 10,310 7,030 5.65% 1779 +10,310 New Q4 2025 Feb 09, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 10,310 7,027 0.01% 0.01% 1780 +1,189 13.04% Q4 2025 Feb 10, 2026
Ascent Group, LLC History Reduced 10,285 7,013 0.24% 0.25% 1781 -135 -1.3% Q4 2025 Jan 20, 2026
RK Capital Management, LLC/FL History Reduced 10,267 7,001 0.18% 99.64% 1782 -19,161,000 -99.95% Q4 2025 Feb 17, 2026
Ellenbecker Investment Group History Reduced 10,264 6,999 0.98% 1.03% 1783 -213 -2.03% Q4 2025 Jan 30, 2026
Dale Q Rice Investment Management Ltd History Reduced 10,260 6,996 5.01% 4.98% 1784 -249 -2.37% Q4 2025 Jan 30, 2026
Sharper & Granite LLC History No change 10,248 6,988 2.46% 2.45% 1785 0 0.0% Q4 2025 Jan 27, 2026
Stone Wealth Partners History New 10,245 6,986 6.22% 1786 +10,245 New Q4 2025 Feb 24, 2026
Grey Ledge Advisors, LLC History Reduced 10,241 6,983 1.58% 1.64% 1787 -657 -6.03% Q4 2025 Feb 05, 2026
Forty-three Eighteen Advisors, LLC History New 10,207 6,960 5.41% 1788 +10,207 New Q4 2025 Mar 16, 2026
Novak & Powell Financial Services, Inc. History Reduced 10,197 6,953 3.63% 3.59% 1789 -42 -0.41% Q4 2025 Feb 10, 2026
ALTA CAPITAL MANAGEMENT LLC/ History New 10,167 6,933 0.46% 1790 +10,167 New Q4 2025 Feb 06, 2026
Genesee Capital Advisors, LLC History Added to 10,164 6,931 2.79% 2.7% 1791 +836 8.96% Q4 2025 Jan 16, 2026
Essential Planning, LLC. History Added to 10,143 6,916 2.21% 1.66% 1792 +2,885 39.75% Q4 2025 Jan 15, 2026
Crews Bank & Trust History Added to 10,130 6,907 0.99% 0.98% 1793 +58 0.58% Q4 2025 Jan 21, 2026
Willis Johnson & Associates, Inc. History Added to 10,116 6,898 0.43% 0.26% 1794 +3,897 62.66% Q4 2025 Jan 22, 2026
Smithfield Trust Co History Added to 10,102 6,887 0.3% 0.3% 1795 +2 0.02% Q4 2025 Feb 09, 2026
MinichMacGregor Wealth Management, LLC History Reduced 10,088 6,879 1.25% 1.65% 1796 -2,600 -20.49% Q4 2025 Feb 17, 2026
Plotkin Financial Advisors, LLC History Added to 10,084 6,876 3.35% 3.23% 1797 +289 2.95% Q4 2025 Feb 19, 2026
USAdvisors Wealth Management, LLC History Added to 10,078 6,873 2.26% 2.31% 1798 +40 0.4% Q4 2025 Feb 05, 2026
ExodusPoint Capital Management, LP History New 10,000 6,819 0.05% 1800 +10,000 New Q4 2025 Feb 17, 2026
Glaxis Capital Management, LLC History Added to 10,000 6,819 11.67% 5.53% 1799 +5,000 100.0% Q4 2025 Feb 12, 2026
Ehrenkranz Partners L.P. History Added to 9,976 6,817 7.72% 5.84% 1801 +11 0.11% Q4 2025 Feb 17, 2026
New Age Alpha Advisors, LLC History Reduced 9,993 6,814 0.29% 0.32% 1802 -1,550 -13.43% Q4 2025 Feb 09, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 9,991 6,813 0.39% 0.4% 1803 -494 -4.71% Q4 2025 Jan 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 9,976 6,803 0.43% 0.46% 1804 -212 -2.08% Q4 2025 Feb 06, 2026
MERITAGE PORTFOLIO MANAGEMENT History Reduced 9,966 6,796 0.45% 0.47% 1805 -724 -6.77% Q4 2025 Jan 27, 2026
NAPLES GLOBAL ADVISORS, LLC History Added to 9,935 6,794 0.51% 0.5% 1807 +258 2.67% Q4 2025 Feb 04, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 9,965 6,794 0.02% 0.02% 1806 -14 -0.14% Q4 2025 Feb 13, 2026
Concorde Asset Management, LLC History Added to 9,958 6,790 2.72% 2.73% 1808 +196 2.01% Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History Reduced 9,939 6,777 0.72% 0.76% 1809 -1,002 -9.16% Q4 2025 Jan 27, 2026
WHITE PINE CAPITAL LLC History Reduced 9,926 6,768 1.86% 1.9% 1810 -15 -0.15% Q4 2025 Feb 09, 2026
Providence First Trust Co History Reduced 9,854 6,719 2.33% 2.68% 1811 -1,750 -15.08% Q4 2025 Feb 03, 2026
Beta Wealth Group, Inc. History Reduced 9,853 6,718 2.7% 2.62% 1812 -121 -1.21% Q4 2025 Feb 13, 2026
Continuum Advisory, LLC History Added to 9,849 6,716 0.67% 0.55% 1813 +2,055 26.37% Q4 2025 Feb 11, 2026
Oder Investment Management, LLC History Reduced 9,814 6,692 4.85% 4.82% 1814 -272 -2.7% Q4 2025 Feb 12, 2026
FOX RUN MANAGEMENT, L.L.C. History New 9,807 6,687 1.03% 1815 +9,807 New Q4 2025 Feb 11, 2026
Asset Advisory Group, Inc. History New 9,744 6,645 3.32% 1816 +9,744 New Q4 2025 Feb 12, 2026
Colony Family Offices, LLC History Added to 9,711 6,641 1.66% 1.55% 1817 +761 8.5% Q4 2025 Jan 22, 2026
Bay Rivers Group History Added to 9,711 6,621 2.68% 2.72% 1819 +15 0.15% Q4 2025 Jan 07, 2026
Legacy Wealth Management, Inc History No change 9,711 6,621 0.38% 0.38% 1818 0 0.0% Q4 2025 Jan 21, 2026
Regent Peak Wealth Advisors LLC History Reduced 9,706 6,618 1.3% 1.72% 1820 -3,170 -24.62% Q4 2025 Jan 08, 2026
Marin Bay Wealth Advisors, LLC History New 9,692 6,609 3.79% 1821 +9,692 New Q4 2025 Feb 17, 2026
HCR Wealth Advisors History Added to 9,684 6,604 0.65% 0.66% 1822 +230 2.43% Q4 2025 Jan 27, 2026
My Personal CFO, LLC History Added to 9,682 6,602 2.75% 0.3% 1823 +8,519 732.5% Q4 2025 Jan 15, 2026
Morton Capital Management LLC/CA History Reduced 9,682 6,602 1.01% 1.06% 1824 -28 -0.29% Q4 2025 Feb 03, 2026
GatePass Capital, LLC History Added to 9,678 6,599 3.4% 2.62% 1825 +2,868 42.11% Q4 2025 Feb 09, 2026
LRI Investments, LLC History Reduced 9,663 6,589 0.53% 0.53% 1826 -36 -0.37% Q4 2025 Feb 04, 2026
Omnia Family Wealth, LLC History Added to 9,627 6,582 1.94% 1.9% 1827 +873 9.97% Q4 2025 Jan 16, 2026
Fortitude Advisory Group L.L.C. History Reduced 9,647 6,578 2.79% 3.5% 1828 -123 -1.26% Q4 2025 Feb 13, 2026
Fusion Family Wealth, LLC History Reduced 9,635 6,570 0.5% 0.48% 1829 -6 -0.06% Q4 2025 Feb 04, 2026
Orca Investment Management, LLC History Reduced 9,607 6,551 5.16% 5.24% 1830 -2 -0.02% Q4 2025 Jan 20, 2026
LCNB CORP History Reduced 9,599 6,545 2.19% 2.25% 1831 -72 -0.74% Q4 2025 Feb 10, 2026
Nautilus Advisors LLC History Added to 9,595 6,542 4.27% 4.27% 1833 +71 0.75% Q4 2025 Jan 22, 2026
American Institute for Advanced Investment Management, LLP History Reduced 9,595 6,542 4.21% 4.21% 1832 -58 -0.6% Q4 2025 Feb 04, 2026
Private Capital Management, LLC History Added to 9,585 6,536 0.6% 0.57% 1834 +23 0.24% Q4 2025 Feb 17, 2026
Marks Group Wealth Management, Inc History Reduced 9,570 6,526 0.62% 0.6% 1835 -193 -1.98% Q4 2025 Feb 11, 2026
MGO Private Wealth, LLC History Reduced 9,569 6,525 4.04% 4.23% 1836 -1,022 -9.65% Q4 2025 Feb 10, 2026
Atlas Legacy Advisors, LLC History Added to 9,530 6,498 1.14% 1.14% 1837 +641 7.21% Q4 2025 Jan 29, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 9,522 6,493 0.48% 0.47% 1838 -832 -8.04% Q4 2025 Jan 23, 2026
RICHARDS, MERRILL & PETERSON, INC. History Added to 9,436 6,434 2.47% 2.68% 1839 +112 1.2% Q4 2025 Jan 27, 2026
Invst, LLC History Added to 9,434 6,433 0.7% 0.46% 1840 +3,354 55.16% Q4 2025 Feb 11, 2026
Fiduciary Planning LLC History Reduced 9,433 6,432 1.95% 1.94% 1841 -72 -0.76% Q4 2025 Jan 22, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 9,416 6,420 1.02% 1.06% 1842 +342 3.77% Q4 2025 Jan 22, 2026
KKM Financial LLC History Reduced 9,409 6,416 1.14% 1.99% 1843 -82 -0.86% Q4 2025 Feb 18, 2026
Solano Wealth Investment Advisors LLC History Reduced 9,407 6,414 3.18% 3.42% 1844 -1,224 -11.51% Q4 2025 Feb 12, 2026
Loudon Investment Management, LLC History Reduced 9,402 6,411 3.35% 3.3% 1845 -65 -0.69% Q4 2025 Feb 12, 2026
Kraft, Davis & Associates, LLC History Reduced 9,243 6,410 1.44% 1.51% 1846 -9 -0.1% Q4 2025 Jan 14, 2026
DEFINED WEALTH MANAGEMENT, LLC History Reduced 9,394 6,405 3.69% 3.67% 1847 -87 -0.92% Q4 2025 Jan 15, 2026
Hyposwiss Advisors SA History New 9,380 6,396 6.27% 1848 +9,380 New Q4 2025 Feb 17, 2026
Pinnacle Bancorp, Inc. History Added to 9,379 6,395 1.87% 1.84% 1849 +36 0.39% Q4 2025 Jan 22, 2026
Allegheny Financial Group History Added to 9,378 6,395 0.95% 1.17% 1850 +17 0.18% Q4 2025 Feb 02, 2026
Seelaus Asset Management LLC History Reduced 9,361 6,387 5.07% 5.02% 1851 -137 -1.44% Q4 2025 Feb 04, 2026
MORRIS FINANCIAL CONCEPTS, INC. History Reduced 9,351 6,376 2.23% 2.25% 1852 -2 -0.02% Q4 2025 Feb 09, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 9,348 6,374 0.63% 0.6% 1853 +463 5.21% Q4 2025 Feb 02, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 9,347 6,373 0.7% 0.74% 1854 -201 -2.11% Q4 2025 Feb 13, 2026
HORAN Wealth, LLC History Added to 9,343 6,371 0.98% 0.98% 1855 +4 0.04% Q4 2025 Feb 04, 2026
Kearns & Associates LLC History Reduced 9,340 6,369 3.29% 3.35% 1856 -148 -1.56% Q4 2025 Jan 08, 2026
London & Capital Asset Management Ltd History New 9,334 6,364 0.07% 1857 +9,334 New Q4 2025 Feb 17, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 9,331 6,362 0.6% 0.6% 1858 +138 1.5% Q4 2025 Jan 20, 2026
SYON CAPITAL LLC History Added to 9,320 6,355 0.32% 0.12% 1859 +6,094 188.9% Q4 2025 Feb 11, 2026
BARRETT & COMPANY, INC. History Added to 9,308 6,347 2.12% 2.11% 1860 +79 0.86% Q4 2025 Jan 28, 2026
GW HENSSLER & ASSOCIATES LTD History Added to 9,250 6,307 0.3% 0.24% 1861 +1,959 26.87% Q4 2025 Feb 10, 2026
GSG Advisors LLC History Reduced 9,213 6,282 1.62% 1.63% 1862 -7 -0.08% Q4 2025 Jan 08, 2026
WealthShield Partners, LLC History Reduced 9,211 6,281 0.69% 0.71% 1863 -155 -1.65% Q4 2025 Feb 03, 2026
Madison Wealth Partners, Inc History Added to 9,172 6,254 1.14% 1.21% 1864 +8 0.09% Q4 2025 Feb 10, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History Reduced 9,142 6,234 4.94% 5.09% 1865 -431 -4.5% Q4 2025 Jan 16, 2026
Capital Asset Advisory Services LLC History Reduced 8,999 6,225 0.25% 0.27% 1866 -237 -2.57% Q4 2025 Jan 09, 2026
Parker Investment Management, LLC History Added to 9,129 6,225 0.88% 0.71% 1867 +221 2.48% Q4 2025 Feb 13, 2026
Delta Investment Management, LLC History Added to 9,125 6,222 1.08% 0.84% 1868 +2,128 30.41% Q4 2025 Jan 30, 2026
Walkner Condon Financial Advisors LLC History Reduced 9,110 6,212 0.86% 0.97% 1869 -99 -1.08% Q4 2025 Jan 21, 2026
LJI Wealth Management, LLC History Added to 9,100 6,205 0.95% 0.98% 1870 +633 7.48% Q4 2025 Feb 03, 2026
OneAscent Financial Services LLC History Added to 9,092 6,200 0.57% 0.27% 1871 +5,745 171.65% Q4 2025 Feb 11, 2026
Orin Green Financial, LLC History Reduced 9,060 6,178 2.47% 2.45% 1872 -130 -1.41% Q4 2025 Feb 06, 2026
Excelsior Advisor Network LLC History New 9,056 6,175 3.0% 1873 +9,056 New Q4 2025 Feb 13, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 9,052 6,172 0.53% 0.74% 1874 -3,246 -26.39% Q4 2025 Jan 30, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History No change 9,025 6,154 0.66% 0.7% 1875 0 0.0% Q4 2025 Feb 11, 2026
TOMPKINS FINANCIAL CORP History Added to 9,023 6,152 0.48% 0.48% 1876 +479 5.61% Q4 2025 Jan 08, 2026
Acropolis Investment Management, LLC History Added to 9,013 6,146 0.28% 0.27% 1877 +326 3.75% Q4 2025 Jan 14, 2026
Fogel Capital Management, Inc. History Added to 8,997 6,135 2.83% 2.77% 1878 +21 0.23% Q4 2025 Feb 02, 2026
Storen Legacy Partners, LLC History New 8,977 6,121 1.92% 1879 +8,977 New Q4 2025 Mar 05, 2026
Aureus Asset Management, LLC History Reduced 8,957 6,108 0.39% 0.39% 1880 -26 -0.29% Q4 2025 Feb 17, 2026
Quartz Partners, LLC History Added to 8,957 6,107 2.27% 1.72% 1881 +1,813 25.38% Q4 2025 Feb 13, 2026
NOVUS ADVISORS, LLC History Reduced 8,938 6,095 13.63% 14.0% 1882 -215 -2.35% Q4 2025 Feb 13, 2026
Marietta Wealth Management, LLC History Reduced 8,938 6,094 0.7% 0.74% 1883 -121 -1.34% Q4 2025 Jan 28, 2026
Goldstone Financial Group, LLC History Added to 9,147 6,075 0.68% 0.69% 1886 +389 4.44% Q4 2025 Feb 13, 2026
S.A. Mason LLC History Reduced 8,910 6,075 2.4% 2.69% 1884 -224 -2.45% Q4 2025 Jan 29, 2026
Leverty Financial Group, LLC History Reduced 8,910 6,075 1.45% 1.55% 1885 -32 -0.36% Q4 2025 Jan 09, 2026
Atlas Brown,Inc. History Reduced 8,898 6,067 1.8% 1.75% 1887 -6 -0.07% Q4 2025 Jan 09, 2026
WOODSTOCK CORP History Added to 8,886 6,059 0.52% 0.5% 1888 +177 2.03% Q4 2025 Jan 14, 2026
BITTERROOT CAPITAL ADVISORS LLC History New 8,885 6,058 4.15% 1889 +8,885 New Q4 2025 Feb 17, 2026
JDM Financial Group LLC History Reduced 8,858 6,040 2.34% 2.49% 1890 -74 -0.83% Q4 2025 Feb 02, 2026
Samalin Investment Counsel, LLC History Reduced 8,855 6,038 2.14% 2.11% 1891 -333 -3.62% Q4 2025 Jan 30, 2026
Baker Ellis Asset Management LLC History Reduced 8,817 6,012 0.72% 0.77% 1892 -517 -5.54% Q4 2025 Jan 21, 2026
SOL Capital Management CO History Added to 8,801 6,002 0.54% 0.52% 1893 +14 0.16% Q4 2025 Jan 30, 2026
FELL CAPITAL MANAGEMENT /ADV History New 8,780 5,987 5.84% 1894 +8,780 New Q4 2025 Mar 27, 2026
Journey Advisory Group, LLC History Added to 8,795 5,984 0.5% 0.42% 1895 +235 2.75% Q4 2025 Jan 27, 2026
Evernest Financial Advisors, LLC History Added to 8,619 5,980 1.25% 1.42% 1896 +1,008 13.24% Q4 2025 Feb 13, 2026
ARKANSAS FINANCIAL GROUP, INC. History Reduced 8,763 5,975 0.86% 0.86% 1897 -51 -0.58% Q4 2025 Jan 28, 2026
SAGE RHINO CAPITAL LLC History Reduced 8,749 5,965 1.13% 1.17% 1898 -11,683 -57.18% Q4 2025 Jan 30, 2026
Onyx Bridge Wealth Group LLC History Reduced 8,720 5,946 0.63% 0.64% 1899 -168 -1.89% Q4 2025 Feb 18, 2026
BCS Wealth Management History Added to 8,715 5,944 0.6% 0.66% 1900 +4,334 98.93% Q4 2025 Jan 26, 2026
OakTrust Wealth Advisors, LLC History New 8,672 5,913 5.46% 1901 +8,672 New Q4 2025 Feb 27, 2026
Legacy Financial Strategies, LLC History Added to 8,650 5,898 1.04% 1.0% 1902 +368 4.44% Q4 2025 Jan 23, 2026
Latitude Advisors, LLC History Reduced 8,625 5,881 2.59% 3.03% 1903 -1,354 -13.57% Q4 2025 Jan 27, 2026
Breakwater Investment Management History Reduced 8,624 5,881 2.13% 2.13% 1904 -41 -0.47% Q4 2025 Feb 02, 2026
Praxis Capital Management LLC History New 8,600 5,864 21.0% 1905 +8,600 New Q4 2025 Feb 09, 2026
Arrowroot Family Office, LLC History Reduced 8,599 5,863 2.13% 2.34% 1906 -197 -2.24% Q4 2025 Feb 11, 2026
Castle Rock Wealth Management, LLC History Added to 8,533 5,849 1.26% 1.23% 1907 +179 2.14% Q4 2025 Feb 05, 2026
Coordinated Financial Services, Inc. History Reduced 8,532 5,844 3.36% 3.69% 1908 -109 -1.26% Q4 2025 Feb 09, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 8,538 5,839 0.38% 0.38% 1909 +315 3.83% Q4 2025 Feb 05, 2026
Q3 Asset Management History Reduced 8,552 5,832 1.33% 2.58% 1910 -2,768 -24.45% Q4 2025 Jan 27, 2026
FOCUSED ALPHA, LLC History New 8,548 5,828 1.71% 1911 +8,548 New Q4 2025 Feb 13, 2026
Baron Wealth Management LLC History Added to 8,536 5,820 1.79% 1.88% 1912 +11 0.13% Q4 2025 Jan 14, 2026
Sightline Wealth Advisors, LLC History Reduced 8,535 5,819 2.48% 2.58% 1913 -29 -0.34% Q4 2025 Jan 26, 2026
Richmond Investment Services, LLC History Added to 8,524 5,813 1.0% 1.0% 1914 +438 5.42% Q4 2025 Feb 12, 2026
CENTRAL VALLEY ADVISORS, LLC History Reduced 8,517 5,807 1.73% 1.79% 1915 -171 -1.97% Q4 2025 Jan 12, 2026
Capital Analysts, LLC History Added to 8,474 5,778 0.18% 0.15% 1916 +878 11.56% Q4 2025 Feb 11, 2026
CHAPIN DAVIS, INC. History Reduced 8,447 5,760 1.35% 1.39% 1917 -45 -0.53% Q4 2025 Jan 30, 2026
WATERS PARKERSON & CO., LLC History Reduced 8,434 5,751 0.28% 0.29% 1918 -395 -4.47% Q4 2025 Feb 12, 2026
WIMMER ASSOCIATES 1, LLC History Added to 8,427 5,746 2.67% 2.63% 1919 +214 2.61% Q4 2025 Feb 13, 2026
EVOLVE PRIVATE WEALTH, LLC History New 8,400 5,744 0.34% 1920 +8,400 New Q4 2025 Feb 17, 2026
Camarda Financial Advisors, LLC History Reduced 8,417 5,740 2.19% 2.38% 1921 -1,269 -13.1% Q4 2025 Feb 17, 2026
Bellwether Advisors, LLC History Reduced 8,407 5,733 0.91% 0.93% 1922 -17 -0.2% Q4 2025 Feb 09, 2026
ForthRight Wealth Management, LLC History Reduced 8,379 5,713 1.64% 1.64% 1923 -111 -1.31% Q4 2025 Jan 13, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 8,372 5,708 0.68% 0.63% 1924 +1,026 13.97% Q4 2025 Jan 26, 2026
W ADVISORS, LLC History Reduced 8,369 5,706 2.87% 2.99% 1925 -156 -1.83% Q4 2025 Feb 13, 2026
BANTAMAC CAPITAL, LLC History Reduced 8,359 5,700 2.75% 2.88% 1926 -64 -0.76% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History Added to 8,358 5,699 0.39% 0.25% 1927 +2,979 55.38% Q4 2025 Feb 23, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Added to 8,205 5,693 1.66% 1.63% 1928 +1,043 14.56% Q4 2025 Feb 10, 2026
MCDONALD PARTNERS LLC History Added to 8,345 5,691 1.79% 1.56% 1929 +523 6.69% Q4 2025 Feb 02, 2026
WPWealth LLP History Reduced 8,323 5,675 0.89% 0.98% 1930 -686 -7.61% Q4 2025 Feb 13, 2026
GARRISON POINT ADVISORS, LLC History Added to 8,277 5,644 2.5% 1.39% 1931 +3,301 66.34% Q4 2025 Feb 13, 2026
Laraway Financial Advisors Inc History Added to 8,272 5,641 3.68% 3.71% 1932 +110 1.35% Q4 2025 Feb 13, 2026
NORTHEAST INVESTMENT MANAGEMENT History Reduced 8,261 5,633 0.22% 0.22% 1933 -59 -0.71% Q4 2025 Feb 04, 2026
BAKER BOYER NATIONAL BANK History Added to 8,259 5,631 1.7% 0.28% 1934 +6,986 548.78% Q4 2025 Feb 03, 2026
Platform Technology Partners History Added to 8,254 5,628 1.2% 1.27% 1935 +301 3.78% Q4 2025 Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 8,249 5,625 0.06% 0.06% 1936 +981 13.5% Q4 2025 Feb 02, 2026
Harvest Investment Services, LLC History Reduced 8,236 5,616 1.06% 1.26% 1937 -1,180 -12.53% Q4 2025 Feb 17, 2026
Tilson Financial Group, Inc. History Reduced 8,234 5,614 1.73% 1.85% 1938 -231 -2.73% Q4 2025 Feb 05, 2026
ORBA Wealth Advisors, L.L.C. History Reduced 8,194 5,587 4.85% 6.66% 1939 -3,945 -32.5% Q4 2025 Feb 05, 2026
TruWealth Advisors, LLC History Added to 8,184 5,580 0.27% 0.27% 1940 +36 0.44% Q4 2025 Jan 07, 2026
Abel Hall, LLC History Added to 8,170 5,571 1.3% 2.19% 1941 +22 0.27% Q4 2025 Feb 17, 2026
BOURGEON CAPITAL MANAGEMENT LLC History Added to 8,167 5,569 0.9% 0.72% 1942 +2,195 36.75% Q4 2025 Jan 15, 2026
Jackson Wealth Management, LLC History Added to 8,166 5,569 0.54% 0.53% 1943 +215 2.7% Q4 2025 Jan 20, 2026
FIRST FINANCIAL BANKSHARES INC History Reduced 8,160 5,564 0.11% 0.12% 1944 -724 -8.15% Q4 2025 Feb 12, 2026
TrustBank History New 8,148 5,556 2.32% 1945 +8,148 New Q4 2025 Feb 09, 2026
Luminvest Wealth Management LLC History Added to 8,138 5,549 1.54% 1.35% 1946 +1,906 30.58% Q4 2025 Jan 26, 2026
Abacus Wealth Partners, LLC History Reduced 8,120 5,536 0.54% 0.82% 1947 -423 -4.95% Q4 2025 Feb 05, 2026
DBA TRADING, LLC History New 8,100 5,523 3.55% 1948 +8,100 New Q4 2025 Feb 17, 2026
MATTERS CAPITAL LLC History New 8,097 5,521 4.52% 1949 +8,097 New Q4 2025 Feb 17, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 8,074 5,505 0.79% 0.87% 1950 -382 -4.52% Q4 2025 Jan 23, 2026
Greenspring Advisors, LLC History Added to 8,027 5,473 0.34% 0.04% 1951 +7,692 2296.12% Q4 2025 Feb 10, 2026
Sierra Capital LLC History Reduced 8,023 5,471 0.58% 0.72% 1952 -1,814 -18.44% Q4 2025 Feb 18, 2026
American Alpha Advisors, LLC History Reduced 8,006 5,459 3.23% 3.86% 1953 -350 -4.19% Q4 2025 Feb 17, 2026
Victrix Investment Advisors History New 7,963 5,430 2.1% 1954 +7,963 New Q4 2025 Feb 11, 2026
Clientfirst Wealth Management, LLC History No change 7,950 5,421 4.35% 4.24% 1955 0 0.0% Q4 2025 Feb 06, 2026
MTM Investment Management, LLC History Reduced 7,910 5,393 1.72% 1.83% 1956 -721 -8.35% Q4 2025 Feb 09, 2026
Cohen Capital Management, Inc. History Added to 7,903 5,389 0.81% 0.82% 1957 +2 0.03% Q4 2025 Jan 20, 2026
Pines Wealth Management, LLC History Added to 7,899 5,386 1.74% 1.77% 1958 +14 0.18% Q4 2025 Feb 02, 2026
Anchor Investment Management, LLC History Reduced 7,895 5,383 0.44% 0.44% 1959 -169 -2.1% Q4 2025 Feb 26, 2026
Tower View Wealth Management LLC History Reduced 7,876 5,370 2.66% 2.75% 1960 -110 -1.38% Q4 2025 Jan 23, 2026
INSPIRE TRUST CO, N.A. History No change 7,871 5,367 0.88% 0.95% 1961 0 0.0% Q4 2025 Feb 10, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History Added to 7,851 5,353 1.53% 1.57% 1962 +217 2.84% Q4 2025 Feb 11, 2026
SYNTAX RESEARCH, INC. History Reduced 7,839 5,345 3.3% 3.48% 1963 -281 -3.46% Q4 2025 Feb 02, 2026
LITTLE HOUSE CAPITAL LLC History Added to 7,836 5,343 1.34% 1.18% 1964 +112 1.45% Q4 2025 Feb 06, 2026
Stairway Partners, LLC History Reduced 7,829 5,338 0.28% 0.35% 1965 -2,026 -20.56% Q4 2025 Jan 05, 2026
Cape Investment Advisory, Inc. History Added to 7,819 5,332 1.64% 0.81% 1966 +6,580 531.07% Q4 2025 Feb 17, 2026
Trust Co History Added to 7,806 5,323 0.5% 0.04% 1967 +7,226 1245.86% Q4 2025 Jan 15, 2026
Shaker Financial Services, LLC History Added to 7,781 5,321 1.69% 1.07% 1968 +3,099 66.19% Q4 2025 Jan 26, 2026
Sassicaia Capital Advisers LLC History Added to 7,800 5,318 11.65% 0.27% 1969 +6,900 766.67% Q4 2025 Feb 13, 2026
WEXFORD CAPITAL LP History Added to 7,796 5,316 1.03% 0.25% 1970 +5,200 200.31% Q4 2025 Feb 13, 2026
Long Run Wealth Advisors, LLC History Added to 7,786 5,309 1.0% 1.02% 1971 +16 0.21% Q4 2025 Feb 02, 2026
Fiduciary Wealth Partners, LLC History Added to 7,776 5,302 2.17% 2.16% 1972 +43 0.56% Q4 2025 Jan 28, 2026
Rialto Wealth Management, LLC History Reduced 7,769 5,297 1.27% 1.38% 1973 -268 -3.33% Q4 2025 Jan 12, 2026
BHK Investment Advisors, LLC History Reduced 7,753 5,286 1.74% 1.98% 1975 -201 -2.53% Q4 2025 Feb 03, 2026
MidWestOne Financial Group, Inc. History No change 7,753 5,286 0.59% 0.63% 1974 0 0.0% Q4 2025 Feb 12, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Added to 7,729 5,270 0.29% 0.25% 1976 +942 13.88% Q4 2025 Jan 22, 2026
Almanack Investment Partners, LLC. History Reduced 7,724 5,267 0.89% 0.96% 1977 -1,604 -17.2% Q4 2025 Jan 29, 2026
ADVISORTRUST PARTNERS, LLC History New 7,721 5,265 2.31% 1978 +7,721 New Q4 2025 Mar 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History Reduced 7,703 5,252 2.64% 3.73% 1980 -2,880 -27.21% Q4 2025 Feb 09, 2026
REBALANCE, LLC History Added to 7,702 5,252 0.31% 0.31% 1979 +2 0.03% Q4 2025 Jan 15, 2026
Signature Equity Partners, LLC History New 7,699 5,250 2.9% 1982 +7,699 New Q4 2025 Feb 17, 2026
Oribel Capital Management, LP History No change 7,700 5,250 0.24% 0.16% 1981 0 0.0% Q4 2025 Feb 13, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 7,654 5,230 12.02% 14.45% 1983 0 0.0% Q4 2025 Feb 12, 2026
Iron Gate Global Advisors LLC History Reduced 7,668 5,229 0.54% 1.27% 1984 -53,238 -87.41% Q4 2025 Feb 17, 2026
Visionary Wealth Advisors History Added to 7,658 5,222 0.24% 0.22% 1985 +612 8.69% Q4 2025 Feb 13, 2026
Element Wealth, LLC History Reduced 7,601 5,183 2.14% 2.25% 1986 -180 -2.31% Q4 2025 Feb 13, 2026
FSM Wealth Advisors, LLC History Added to 7,591 5,176 0.71% 0.63% 1987 +923 13.84% Q4 2025 Jan 23, 2026
BOK Financial Private Wealth, Inc. History Added to 7,561 5,171 0.32% 0.31% 1988 +146 1.97% Q4 2025 Feb 06, 2026
XML Financial, LLC History Reduced 7,568 5,160 0.42% 0.41% 1989 -80 -1.05% Q4 2025 Feb 11, 2026
LEGACY CAPITAL WEALTH MANAGEMENT, LLC History New 7,577 5,158 3.12% 1990 +7,577 New Q4 2025 Feb 11, 2026
Colter Lewis Investment Partners LLC History New 7,542 5,156 5.96% 1992 +7,542 New Q4 2025 Feb 17, 2026
Blankinship & Foster, LLC History Added to 7,562 5,156 1.11% 1.09% 1991 +86 1.15% Q4 2025 Jan 23, 2026
Heritage Investment Group, Inc. History Reduced 7,557 5,153 0.78% 0.81% 1993 -30 -0.4% Q4 2025 Jan 30, 2026
SAXON INTERESTS, INC. History Reduced 7,556 5,152 1.81% 2.4% 1994 -1,946 -20.48% Q4 2025 Feb 13, 2026
Pegasus Asset Management, Inc. History Added to 7,544 5,144 1.58% 1.61% 1995 +6 0.08% Q4 2025 Feb 02, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 7,502 5,130 2.08% 2.14% 1996 -10 -0.13% Q4 2025 Jan 22, 2026
Peak Planning Group, LLC History New 7,513 5,123 1.44% 1997 +7,513 New Q4 2025 Feb 13, 2026
Quarry LP History Added to 7,500 5,114 0.8% 0.12% 1998 +6,676 810.19% Q4 2025 Feb 13, 2026
Single Point Partners, LLC History Reduced 7,469 5,093 1.01% 1.01% 1999 -27 -0.36% Q4 2025 Jan 26, 2026
Essex Bank History Added to 7,467 5,091 1.1% 1.04% 2000 +556 8.05% Q4 2025 Feb 02, 2026