TRAVELERS COMPANIES, INC. - TRV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 408 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History Added to 22,304,411 6,469,617 0.11% 0.11% 1 +297,945 1.35% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 22,109,933 6,413,207 0.09% 0.09% 2 +110,311 0.5% Q4 2025 Jan 29, 2026
STATE STREET CORP History Added to 16,000,457 4,641,092 0.16% 0.15% 3 +486,861 3.14% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 12,834,811 3,722,865 0.19% 0.21% 4 -1,686,059 -11.61% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 7,168,621 2,079,330 0.13% 0.13% 5 -577,610 -7.46% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 5,590,511 1,626,105 0.1% 0.1% 6 -14,767 -0.26% Q4 2025 Feb 09, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 5,188,555 1,504,992 0.49% 0.46% 7 -186,477 -3.47% Q4 2025 Jan 22, 2026
MORGAN STANLEY History Added to 3,793,750 1,100,415 0.07% 0.06% 8 +85,298 2.3% Q4 2025 Feb 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 3,572,216 1,036,156 0.08% 0.07% 9 +118,724 3.44% Q4 2025 Feb 17, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 3,361,112 974,992 0.2% 0.2% 10 +81,497 2.48% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 3,106,999 901,216 0.11% 0.11% 11 -53,265 -1.69% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Reduced 2,870,373 832,580 0.67% 0.68% 12 -365,072 -11.28% Q4 2025 Feb 11, 2026
NORGES BANK History New 2,493,756 723,338 0.08% — 13 +2,493,756 New Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 2,409,637 698,939 0.15% 0.14% 14 +165,219 7.36% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 1,871,059 542,721 0.06% 0.17% 15 -3,871,680 -67.42% Q4 2025 Feb 17, 2026
Invesco Ltd. History Added to 1,807,164 524,186 0.08% 0.07% 16 +237,494 15.13% Q4 2025 Feb 19, 2026
UBS Group AG History Added to 1,774,756 514,785 0.08% 0.07% 17 +89,159 5.29% Q4 2025 Jan 29, 2026
Legal & General Group Plc History Added to 1,711,785 496,520 0.11% 0.1% 18 +41,769 2.5% Q4 2025 Feb 09, 2026
AQR CAPITAL MANAGEMENT LLC History Reduced 1,710,426 496,126 0.26% 0.32% 19 -74,862 -4.19% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,612,797 467,807 0.06% 0.06% 20 -103,440 -6.03% Q4 2025 Mar 25, 2026
FIRST TRUST ADVISORS LP History Added to 1,590,125 461,231 0.34% 0.31% 21 +99,347 6.66% Q4 2025 Feb 13, 2026
Bank of New York Mellon Corp History Reduced 1,572,439 456,101 0.08% 0.08% 22 -26,404 -1.65% Q4 2025 Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,427,527 414,068 0.06% 0.06% 23 -22,275 -1.54% Q4 2025 Feb 13, 2026
BAHL & GAYNOR INC History Added to 1,174,428 340,654 1.72% 1.54% 24 +61,477 5.52% Q4 2025 Feb 12, 2026
Nuveen, LLC History Reduced 1,094,361 317,430 0.08% 0.08% 25 -3,853 -0.35% Q4 2025 Feb 12, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Added to 1,055,282 306,095 0.18% 0.13% 26 +264,551 33.46% Q4 2025 Feb 12, 2026
Boston Partners History Reduced 1,034,793 300,034 0.31% 0.31% 27 -29,466 -2.77% Q4 2025 Feb 13, 2026
Amundi History Added to 1,019,407 295,689 0.08% 0.06% 28 +314,241 44.56% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 982,554 285,000 0.05% — 29 +982,554 New Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Added to 976,307 283,187 0.47% 0.37% 30 +226,412 30.19% Q4 2025 Feb 12, 2026
AustralianSuper Pty Ltd History Added to 908,559 263,536 1.23% 0.59% 31 +458,746 101.99% Q4 2025 Feb 05, 2026
Robeco Institutional Asset Management B.V. History Added to 901,938 261,616 0.37% 0.31% 32 +133,152 17.32% Q4 2025 Jan 23, 2026
DEUTSCHE BANK AG\ History Added to 901,487 261,485 0.09% 0.07% 33 +108,653 13.7% Q4 2025 Feb 11, 2026
BARCLAYS PLC History Reduced 878,468 254,808 0.06% 0.08% 34 -423,893 -32.55% Q4 2025 Feb 13, 2026
HSBC HOLDINGS PLC History Added to 865,178 251,116 0.13% 0.12% 35 +73,650 9.3% Q4 2025 Mar 20, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 831,785 241,267 0.14% 0.14% 36 -66,570 -7.41% Q4 2025 Jan 23, 2026
WELLS FARGO & COMPANY/MN History Added to 829,628 240,641 0.04% 0.04% 37 +20,851 2.58% Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History Added to 825,593 239,471 0.04% 0.02% 38 +419,945 103.52% Q4 2025 Feb 17, 2026
National Pension Service History Added to 771,552 223,796 0.17% 0.16% 39 +24,669 3.3% Q4 2025 Feb 10, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 769,233 223,123 0.13% 0.09% 40 +229,729 42.58% Q4 2025 Feb 13, 2026
Swiss National Bank History Reduced 617,360 179,071 0.11% 0.11% 41 -35,740 -5.47% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 602,751 174,833 0.18% 0.12% 42 +184,119 43.98% Q4 2025 Feb 17, 2026
AMERICAN CENTURY COMPANIES INC History Added to 585,302 169,773 0.09% 0.08% 43 +18,478 3.26% Q4 2025 Feb 13, 2026
Allianz Asset Management GmbH History Added to 581,271 168,603 0.17% 0.16% 44 +63,630 12.29% Q4 2025 Feb 11, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Added to 583,391 166,377 0.11% 0.12% 45 +10,314 1.8% Q4 2025 Feb 03, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 571,894 165,883 0.64% — 46 +571,894 New Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 568,310 164,832 0.05% 0.05% 47 -50,255 -8.12% Q4 2025 Feb 10, 2026
Woodline Partners LP History Added to 562,345 163,113 0.63% 0.47% 48 +205,352 57.52% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Reduced 522,898 151,671 0.18% 0.17% 49 -1,196 -0.23% Q4 2025 Jan 30, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 507,564 147,224 0.05% 0.05% 50 -18,065 -3.44% Q4 2025 Feb 18, 2026
Cullen Capital Management, LLC History Reduced 497,171 144,209 1.57% 1.55% 51 -11,082 -2.18% Q4 2025 Feb 13, 2026
Polar Capital Holdings Plc History New 490,000 142,129 0.55% — 52 +490,000 New Q4 2025 Feb 17, 2026
Russell Investments Group, Ltd. History Added to 483,342 140,305 0.15% 0.15% 53 +24,337 5.3% Q4 2025 Feb 17, 2026
BNP Paribas Asset Management Holding S.A. History Added to 442,973 128,502 0.15% 0.29% 54 +46,216 11.65% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 432,221 125,369 0.1% 0.1% 55 -5,576 -1.27% Q4 2025 Feb 13, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 413,928 120,724 0.05% 0.05% 56 +49,514 13.59% Q4 2025 Feb 10, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 400,892 116,282 0.04% 0.04% 57 -19,644 -4.67% Q4 2025 Feb 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 398,089 115,469 0.06% 0.07% 58 +5,989 1.53% Q4 2025 Feb 06, 2026
LPL Financial LLC History Added to 387,591 112,424 0.03% 0.03% 59 +18,638 5.05% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Reduced 379,091 109,959 0.08% 0.08% 60 -290 -0.08% Q4 2025 Feb 13, 2026
BANK OF MONTREAL /CAN/ History Added to 367,261 107,379 0.04% 0.04% 61 +27,486 8.09% Q4 2025 Feb 12, 2026
EQUITY INVESTMENT CORP History Reduced 369,808 107,266 2.17% 2.17% 62 -915 -0.25% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 367,519 106,602 0.15% 0.0% 63 +360,229 4941.41% Q4 2025 Feb 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 365,686 106,070 0.01% 0.01% 64 -86,052 -19.05% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 360,190 104,476 0.16% — 65 +360,190 New Q4 2025 Feb 17, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 355,504 103,117 0.1% 0.1% 66 +2,455 0.7% Q4 2025 Feb 17, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Reduced 328,004 95,140 0.14% 0.16% 67 -34,500 -9.52% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 302,167 87,180 0.14% 0.14% 68 -573 -0.19% Q4 2025 Jan 28, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 291,608 84,583 0.06% 0.07% 69 -62,915 -17.75% Q4 2025 Feb 17, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 275,614 79,944 0.63% 0.62% 70 +813 0.3% Q4 2025 Feb 03, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 273,194 79,242 0.04% 0.04% 71 +5,778 2.16% Q4 2025 Feb 02, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 264,067 76,595 0.1% 0.1% 72 -5,274 -1.96% Q4 2025 Feb 12, 2026
CITIGROUP INC History Reduced 261,011 75,708 0.03% 0.04% 73 -34,393 -11.64% Q4 2025 Feb 13, 2026
PFA Pension, Forsikringsaktieselskab History New 257,550 75,302 0.21% — 74 +257,550 New Q4 2025 Feb 02, 2026
NORDEA INVESTMENT MANAGEMENT AB History Reduced 252,255 73,338 0.06% 0.09% 75 -127,225 -33.53% Q4 2025 Jan 08, 2026
DekaBank Deutsche Girozentrale History No change 314,052 73,281 0.13% 0.15% 76 0 0.0% Q4 2025 Jan 28, 2026
Verition Fund Management LLC History Reduced 248,444 72,063 0.28% 0.3% 77 -8,343 -3.25% Q4 2025 Feb 13, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 244,645 70,954 0.12% 0.15% 78 -60,873 -19.92% Q4 2025 Feb 10, 2026
Freestone Grove Partners LP History Reduced 239,090 69,350 0.5% 0.72% 79 -105,952 -30.71% Q4 2025 Feb 17, 2026
TD ASSET MANAGEMENT INC History Reduced 234,473 68,011 0.05% 0.06% 80 -15,748 -6.29% Q4 2025 Feb 10, 2026
DANSKE BANK A/S History Added to 233,140 67,624 0.16% 0.13% 81 +45,694 24.38% Q4 2025 Feb 02, 2026
Korea Investment CORP History Reduced 231,493 67,146 0.13% 0.16% 82 -43,069 -15.69% Q4 2025 Feb 13, 2026
MACKENZIE FINANCIAL CORP History Added to 227,688 66,440 0.08% 0.08% 83 +4,471 2.0% Q4 2025 Feb 18, 2026
Paralel Advisors LLC History No change 220,000 63,813 2.48% 2.39% 84 0 0.0% Q4 2025 Feb 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 219,988 62,731 0.09% 0.08% 85 +24,495 12.53% Q4 2025 Jan 08, 2026
Systematic Alpha Investments, LLC History No change 215,208 62,423 1.95% 1.98% 86 0 0.0% Q4 2025 Feb 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 213,098 61,853 0.11% 0.12% 87 -81,909 -27.77% Q4 2025 Feb 13, 2026
GREAT LAKES ADVISORS, LLC History Added to 213,158 61,829 0.5% 0.5% 88 +366 0.17% Q4 2025 Feb 12, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 208,774 60,556 0.24% 0.11% 89 +113,546 119.24% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 208,574 60,505 0.01% 0.02% 90 -54,947 -20.85% Q4 2025 Feb 17, 2026
Cornerstone Investment Partners, LLC History Added to 208,043 60,344 2.34% 2.42% 91 +936 0.45% Q4 2025 Jan 29, 2026
Janney Montgomery Scott LLC History Added to 202,452 58,723 0.13% 0.13% 92 +5,592 2.84% Q4 2025 Feb 11, 2026
Brandywine Global Investment Management, LLC History New 200,865 58,262 0.39% — 93 +200,865 New Q4 2025 Feb 11, 2026
JANUS HENDERSON GROUP PLC History Reduced 199,805 57,957 0.03% 0.03% 94 -3,820 -1.88% Q4 2025 Feb 17, 2026
Asset Management One Co., Ltd. History Added to 197,544 57,666 0.16% 0.16% 95 +3,975 2.05% Q4 2025 Jan 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 197,835 57,384 0.1% 0.1% 96 -9,394 -4.53% Q4 2025 Feb 12, 2026
Aberdeen Group plc History Reduced 195,089 56,587 0.09% 0.09% 97 -4,245 -2.13% Q4 2025 Jan 16, 2026
Lansforsakringar Fondforvaltning AB (publ) History Reduced 194,902 56,533 0.28% 0.28% 98 -503 -0.26% Q4 2025 Feb 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 192,607 55,867 0.12% 0.12% 99 +5,177 2.76% Q4 2025 Jan 27, 2026
AVIVA PLC History Added to 190,951 55,387 0.09% 0.09% 100 +8,714 4.78% Q4 2025 Feb 12, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 184,855 53,619 0.1% 0.1% 101 -4,011 -2.12% Q4 2025 Jan 30, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 177,178 51,390 0.05% 0.05% 102 -6,960 -3.78% Q4 2025 Feb 17, 2026
Vest Financial, LLC History Added to 176,961 51,329 0.65% 0.61% 103 +8,373 4.97% Q4 2025 Jan 30, 2026
MILLENNIUM MANAGEMENT LLC History Added to 176,271 51,129 0.02% 0.02% 104 +35,948 25.62% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 175,484 50,900 0.06% 0.05% 105 +2,143 1.24% Q4 2025 Feb 06, 2026
SG Americas Securities, LLC History Added to 212,591 50,406 0.06% 0.0% 106 +169,455 392.84% Q4 2025 Jan 09, 2026
ProShare Advisors LLC History Added to 164,558 47,731 0.08% 0.08% 107 +19,702 13.6% Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Added to 174,715 47,349 0.16% 0.05% 108 +119,558 216.76% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History Added to 160,838 46,649 0.05% 0.04% 109 +35,646 28.47% Q4 2025 Feb 13, 2026
Pictet Asset Management Holding SA History Reduced 158,103 45,859 0.04% 0.04% 110 -4,189 -2.58% Q4 2025 Jan 29, 2026
Jain Global LLC History New 157,724 45,749 0.22% — 111 +157,724 New Q4 2025 Feb 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 157,328 45,634 0.25% 0.25% 112 +5,112 3.36% Q4 2025 Feb 11, 2026
CREDIT AGRICOLE S A History Added to 155,726 45,169 0.1% 0.11% 113 +13,194 9.26% Q4 2025 Feb 17, 2026
STIFEL FINANCIAL CORP History Reduced 153,492 44,523 0.04% 0.04% 114 -8,129 -5.03% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Added to 149,486 43,360 0.06% 0.06% 115 +999 0.67% Q4 2025 Feb 02, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 149,405 43,336 0.09% 0.09% 116 -1,024 -0.68% Q4 2025 Feb 13, 2026
KBC Group NV History Added to 148,733 43,141 0.1% 0.1% 117 +3,222 2.21% Q4 2025 Jan 26, 2026
Swedbank AB History Added to 146,458 42,481 0.04% 0.04% 118 +6,620 4.73% Q4 2025 Feb 09, 2026
NATIXIS ADVISORS, LLC History Added to 140,146 40,651 0.06% 0.05% 119 +6,266 4.68% Q4 2025 Feb 10, 2026
RIT CAPITAL PARTNERS PLC History New 136,000 39,449 8.82% — 120 +136,000 New Q4 2025 Feb 09, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 135,122 39,193 0.07% 0.08% 121 -21,790 -13.89% Q4 2025 Feb 13, 2026
KLP KAPITALFORVALTNING AS History Added to 135,019 39,163 0.15% 0.12% 122 +31,040 29.85% Q4 2025 Jan 28, 2026
APG Asset Management N.V. History Reduced 157,841 38,982 0.11% 0.15% 123 -61,629 -28.08% Q4 2025 Feb 12, 2026
Kovitz Investment Group Partners, LLC History Reduced 132,629 38,470 0.85% 0.15% 124 -2,701 -2.0% Q4 2025 Feb 20, 2026
CWM, LLC History Reduced 131,852 38,245 0.1% 0.11% 125 -3,291 -2.44% Q4 2025 Jan 26, 2026
NOMURA ASSET MANAGEMENT CO LTD History Reduced 131,018 38,003 0.1% 0.12% 126 -34,006 -20.61% Q4 2025 Feb 10, 2026
Mitsubishi UFJ Trust & Banking Corp History Reduced 130,577 37,875 0.09% 0.09% 127 -8,923 -6.4% Q4 2025 Jan 30, 2026
Candriam S.C.A. History Reduced 129,951 37,695 0.19% 0.25% 128 -41,743 -24.31% Q4 2025 Feb 13, 2026
AMF Tjanstepension AB History Added to 129,602 37,592 0.23% 0.12% 129 +59,046 83.69% Q4 2025 Feb 06, 2026
Quantinno Capital Management LP History Added to 129,452 37,549 0.08% 0.06% 130 +50,113 63.16% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 128,278 37,208 0.01% 0.01% 131 +1,067 0.84% Q4 2025 Feb 11, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 127,930 37,107 0.03% — 132 +127,930 New Q4 2025 Feb 13, 2026
Corient Private Wealth LLC History Reduced 135,569 36,965 0.05% 0.06% 133 -1,699 -1.24% Q4 2025 Mar 09, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 129,787 36,226 0.32% 0.33% 134 -6,697 -4.91% Q4 2025 Feb 11, 2026
Daiwa Securities Group Inc. History Added to 123,340 35,776 0.11% 0.12% 135 +1,156 0.95% Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 121,886 35,354 0.08% 0.09% 136 -11,945 -8.93% Q4 2025 Feb 17, 2026
CONNING INC. History Reduced 119,326 34,611 1.16% 1.12% 137 -1,852 -1.53% Q4 2025 Feb 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 119,249 34,589 0.31% 0.23% 138 +27,051 29.34% Q4 2025 Feb 10, 2026
Creative Planning History Added to 118,218 34,290 0.02% 0.02% 139 +9,047 8.29% Q4 2025 Feb 17, 2026
PANAGORA ASSET MANAGEMENT INC History Reduced 117,710 34,142 0.12% 0.14% 140 -7,340 -5.87% Q4 2025 Feb 13, 2026
BRAUN STACEY ASSOCIATES INC History Reduced 117,164 33,984 1.1% 1.08% 141 -1,240 -1.05% Q4 2025 Jan 20, 2026
PRUDENTIAL FINANCIAL INC History Reduced 115,146 33,399 0.04% 0.05% 142 -20,948 -15.39% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 114,782 33,293 0.05% 0.05% 143 +2,089 1.85% Q4 2025 Feb 18, 2026
Cerity Partners LLC History Added to 114,708 33,272 0.05% 0.05% 144 +4,140 3.74% Q4 2025 Feb 11, 2026
JANE STREET GROUP, LLC History Added to 114,549 33,226 0.01% 0.0% 145 +14,354 14.33% Q4 2025 Feb 12, 2026
MAIRS & POWER INC History Added to 113,800 33,008 0.32% 0.23% 146 +25,306 28.6% Q4 2025 Feb 17, 2026
Chevy Chase Trust Holdings, LLC History Reduced 113,789 33,005 0.09% 0.09% 147 -1,636 -1.42% Q4 2025 Feb 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 113,190 32,831 0.06% 0.01% 148 +85,306 305.93% Q4 2025 Feb 17, 2026
Epoch Investment Partners, Inc. History Reduced 111,710 32,402 0.18% 0.18% 149 -4,408 -3.8% Q4 2025 Feb 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Added to 108,309 31,416 0.12% 0.0% 150 +106,790 7030.28% Q4 2025 Feb 17, 2026
TRILLIUM ASSET MANAGEMENT, LLC History Reduced 105,715 30,933 0.95% 0.99% 151 -28,205 -21.06% Q4 2025 Feb 13, 2026
Vontobel Holding Ltd. History Added to 103,346 29,976 0.09% 0.08% 152 +3,398 3.4% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 103,259 29,951 0.09% 0.09% 153 -194 -0.19% Q4 2025 Feb 17, 2026
GW HENSSLER & ASSOCIATES LTD History Reduced 103,111 29,908 1.44% 1.5% 154 -4,312 -4.01% Q4 2025 Feb 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 102,418 29,707 0.08% 0.07% 155 -2,347 -2.24% Q4 2025 Feb 13, 2026
MIRAE ASSET SECURITIES (USA) INC. History New 100,668 29,102 0.8% — 156 +100,668 New Q4 2025 Feb 11, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 99,691 28,916 0.1% 0.13% 157 -14,813 -12.94% Q4 2025 Jan 28, 2026
M&T BANK CORP History Added to 99,169 28,764 0.09% 0.09% 158 +1,055 1.08% Q4 2025 Jan 30, 2026
TORONTO DOMINION BANK History Reduced 98,499 28,570 0.04% 0.07% 159 -73,276 -42.66% Q4 2025 Feb 17, 2026
MARTINGALE ASSET MANAGEMENT L P History Added to 97,439 28,263 0.72% 0.65% 160 +4,984 5.39% Q4 2025 Feb 13, 2026
BANK OF NOVA SCOTIA History Reduced 96,923 28,113 0.04% 0.05% 161 -5,039 -4.94% Q4 2025 Feb 13, 2026
DODGE & COX History Reduced 94,782 27,492 0.01% 0.02% 162 -6,183 -6.12% Q4 2025 Feb 13, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 94,408 27,383 2.63% 2.56% 163 -1,043 -1.09% Q4 2025 Jan 23, 2026
Illinois Municipal Retirement Fund History Added to 94,306 27,354 0.34% 0.31% 164 +8,740 10.21% Q4 2025 Feb 11, 2026
Treasurer of the State of North Carolina History Reduced 93,262 27,052 0.09% 0.09% 165 -8,382 -8.25% Q4 2025 Feb 13, 2026
CIBC Asset Management Inc History Added to 90,747 26,322 0.06% 0.06% 166 +21,466 30.98% Q4 2025 Feb 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 89,807 26,049 0.09% 0.05% 167 +41,288 85.1% Q4 2025 Feb 13, 2026
St. James Investment Company, LLC History Reduced 89,215 25,877 4.15% 3.95% 168 -940 -1.04% Q4 2025 Feb 04, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 88,531 25,679 0.08% 0.09% 169 +1,765 2.03% Q4 2025 Jan 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 88,241 25,595 0.03% 0.03% 170 -605 -0.68% Q4 2025 Feb 12, 2026
Mn Services Vermogensbeheer B.V. History Added to 87,884 25,492 0.16% 0.15% 171 +2,137 2.49% Q4 2025 Jan 15, 2026
CULLEN/FROST BANKERS, INC. History Reduced 87,857 25,483 0.28% 0.29% 172 -1,984 -2.21% Q4 2025 Feb 06, 2026
Midwest Trust Co History Reduced 87,496 25,379 0.32% 0.32% 173 -1,189 -1.34% Q4 2025 Feb 04, 2026
Gillson Capital LP History New 87,204 25,294 1.65% — 174 +87,204 New Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History Added to 88,149 25,079 0.08% 0.08% 176 +3,477 4.11% Q4 2025 Feb 18, 2026
COMERICA BANK History Reduced 86,462 25,079 0.1% 0.09% 175 -1,111 -1.27% Q4 2025 Jan 29, 2026
Resona Asset Management Co.,Ltd. History Reduced 86,346 25,069 0.12% 0.12% 177 -2,894 -3.24% Q4 2025 Feb 06, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 85,803 24,888 0.01% 0.01% 178 -1,646 -1.88% Q4 2025 Feb 13, 2026
Eurizon Capital SGR S.p.A. History New 84,349 24,471 0.08% — 179 +84,349 New Q4 2025 Feb 10, 2026
Cetera Investment Advisers History Reduced 83,729 24,286 0.03% 0.03% 180 -20 -0.02% Q4 2025 Feb 17, 2026
FIL Ltd History Added to 83,672 24,269 0.02% 0.02% 181 +15,242 22.27% Q4 2025 Feb 17, 2026
Arbejdsmarkedets Tillaegspension History New 83,318 24,167 0.62% — 182 +83,318 New Q4 2025 Feb 05, 2026
Applied Finance Capital Management, LLC History Reduced 81,003 23,495 1.68% 1.67% 183 -3,251 -3.86% Q4 2025 Feb 05, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History New 80,091 23,231 0.19% — 184 +80,091 New Q4 2025 Feb 11, 2026
Handelsbanken Fonder AB History Added to 79,642 23,101 0.07% 0.07% 185 +5,975 8.11% Q4 2025 Feb 06, 2026
FORSTA AP-FONDEN History Added to 78,620 22,804 0.14% 0.09% 186 +26,320 50.33% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 77,535 22,499 0.03% 0.03% 187 +2,779 3.72% Q4 2025 Feb 13, 2026
Interval Partners, LP History Reduced 76,736 22,258 0.4% 0.7% 188 -75,948 -49.74% Q4 2025 Feb 17, 2026
PITTENGER & ANDERSON INC History Reduced 76,424 22,167 0.85% 0.79% 189 -376 -0.49% Q4 2025 Feb 02, 2026
State of New Jersey Common Pension Fund D History Reduced 75,967 22,034 0.08% 0.08% 190 -1,291 -1.67% Q4 2025 Jan 30, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 74,466 21,599 0.06% 0.06% 191 +9,770 15.1% Q4 2025 Jan 26, 2026
Holocene Advisors, LP History New 74,450 21,594 0.05% — 192 +74,450 New Q4 2025 Feb 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Reduced 74,389 21,589 0.15% 0.16% 193 -1,712 -2.25% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 73,700 21,377 0.04% 8.94% 194 +66,800 968.12% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 72,354 20,987 0.06% 0.09% 195 -52,109 -41.87% Q4 2025 Feb 17, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 68,800 19,956 0.12% 0.05% 196 +41,600 152.94% Q4 2025 Feb 04, 2026
Rafferty Asset Management, LLC History Reduced 68,047 19,737 0.07% 0.07% 197 -6,883 -9.19% Q4 2025 Feb 13, 2026
Northwest & Ethical Investments L.P. History Reduced 66,935 19,415 0.44% 0.46% 198 -2,600 -3.74% Q4 2025 Feb 17, 2026
PINEBRIDGE INVESTMENTS LLC History New 66,759 19,364 0.14% — 199 +66,759 New Q4 2025 Feb 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 66,612 19,321 0.07% 0.06% 200 +517 0.78% Q4 2025 Jan 30, 2026
Swiss Life Asset Management Ltd History New 66,016 19,148 0.1% — 201 +66,016 New Q4 2025 Feb 04, 2026
Calamos Advisors LLC History Reduced 63,969 18,554 0.07% 0.07% 202 -2,586 -3.89% Q4 2025 Jan 29, 2026
FIRST HORIZON CORP History Reduced 63,904 18,535 0.83% 0.86% 203 -1,516 -2.32% Q4 2025 Jan 27, 2026
Arizona State Retirement System History Reduced 63,509 18,421 0.1% 0.1% 204 -2,665 -4.03% Q4 2025 Jan 28, 2026
U.S. Capital Wealth Advisors, LLC History Added to 63,220 18,337 0.48% 0.47% 205 +25 0.04% Q4 2025 Jan 23, 2026
GREATMARK INVESTMENT PARTNERS, INC. History Reduced 62,956 18,261 2.16% 2.12% 206 -519 -0.82% Q4 2025 Jan 27, 2026
IMC-Chicago, LLC History Added to 62,700 18,186 0.01% 0.0% 207 +33,200 112.54% Q4 2025 Jan 29, 2026
MARSHALL WACE, LLP History New 62,647 18,171 0.02% — 208 +62,647 New Q4 2025 Feb 13, 2026
GABELLI FUNDS LLC History New 62,500 18,128 0.12% — 209 +62,500 New Q4 2025 Feb 05, 2026
ExodusPoint Capital Management, LP History New 62,341 18,082 0.14% — 210 +62,341 New Q4 2025 Feb 17, 2026
IEQ CAPITAL, LLC History Reduced 61,534 17,848 0.05% 0.06% 211 -4,208 -6.4% Q4 2025 Feb 13, 2026
Ensign Peak Advisors, Inc History Reduced 61,427 17,817 0.03% 0.03% 212 -5,365 -8.03% Q4 2025 Feb 12, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 60,653 17,593 0.09% 0.09% 213 -3,300 -5.16% Q4 2025 Jan 29, 2026
STRS OHIO History Reduced 60,138 17,443 0.07% 0.07% 214 -4,155 -6.46% Q4 2025 Feb 02, 2026
Stonebridge Capital Advisors LLC History Added to 59,319 17,205 1.19% 0.99% 215 +9,789 19.76% Q4 2025 Feb 12, 2026
Czech National Bank History Added to 58,819 17,061 0.11% 0.11% 216 +1,639 2.87% Q4 2025 Jan 12, 2026
Pinnacle Financial Partners, Inc. History New 57,893 16,793 0.13% — 217 +57,893 New Q4 2025 Feb 18, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 56,639 16,428 0.18% 0.18% 218 +4,548 8.73% Q4 2025 Feb 02, 2026
OSAIC HOLDINGS, INC. History Reduced 56,435 16,387 0.02% 0.02% 219 -4,356 -7.17% Q4 2025 Feb 17, 2026
Assenagon Asset Management S.A. History Reduced 56,492 16,386 0.02% 0.13% 220 -281,658 -83.29% Q4 2025 Jan 09, 2026
SHELTON CAPITAL MANAGEMENT History No change 55,183 16,006 0.32% 0.33% 221 0 0.0% Q4 2025 Feb 17, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Added to 54,054 15,678 1.16% 0.86% 222 +8,591 18.9% Q4 2025 Jan 23, 2026
PRUDENTIAL PLC History Added to 53,877 15,627 0.12% 0.07% 223 +18,010 50.21% Q4 2025 Feb 11, 2026
MetLife Investment Management, LLC History Reduced 53,466 15,508 0.08% 0.07% 224 -2,410 -4.31% Q4 2025 Feb 12, 2026
Varma Mutual Pension Insurance Co History New 53,447 15,502 0.09% — 225 +53,447 New Q4 2025 Feb 02, 2026
GHP Investment Advisors, Inc. History Reduced 52,470 15,219 0.63% 0.62% 226 -701 -1.32% Q4 2025 Jan 27, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 51,886 15,050 0.08% 0.08% 227 -2,177 -4.03% Q4 2025 Feb 10, 2026
Arvest Bank Trust Division History Reduced 51,844 15,037 0.81% 0.85% 228 -2,753 -5.04% Q4 2025 Feb 09, 2026
Telos Capital Management, Inc. History Reduced 51,643 14,979 1.4% 1.39% 229 -227 -0.44% Q4 2025 Jan 22, 2026
WHITTIER TRUST CO History Reduced 52,222 14,893 0.16% 0.17% 230 -1,463 -2.73% Q4 2025 Jan 26, 2026
Kestra Advisory Services, LLC History Added to 50,988 14,789 0.06% 0.05% 231 +15,234 42.61% Q4 2025 Feb 13, 2026
Baird Financial Group, Inc. History Reduced 50,452 14,634 0.02% 0.03% 232 -10,703 -17.5% Q4 2025 Feb 13, 2026
State of Alaska, Department of Revenue History Reduced 50,205 14,561 0.15% 0.15% 233 -1,830 -3.52% Q4 2025 Jan 23, 2026
National Mutual Insurance Federation of Agricultural Cooperatives History No change 50,000 14,503 0.11% 0.11% 234 0 0.0% Q4 2025 Feb 04, 2026
Ethic Inc. History Added to 49,798 14,444 0.22% 0.21% 235 +4,255 9.34% Q4 2025 Feb 03, 2026
DnB Asset Management AS History Added to 47,541 13,789 0.05% 0.05% 236 +914 1.96% Q4 2025 Feb 05, 2026
Retirement Systems of Alabama History Reduced 47,454 13,764 0.04% 0.04% 237 -569 -1.18% Q4 2025 Jan 15, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 47,309 13,722 0.04% 0.06% 238 -26,541 -35.94% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 46,892 13,601 0.05% — 239 +46,892 New Q4 2025 Feb 13, 2026
Talbot Financial, LLC History Added to 46,786 13,570 1.12% 1.08% 240 +1,199 2.63% Q4 2025 Jan 21, 2026
Banco Santander, S.A. History New 46,722 13,552 0.1% — 241 +46,722 New Q4 2025 Feb 13, 2026
HUNTINGTON NATIONAL BANK History Reduced 46,632 13,526 0.08% 0.09% 242 -3,181 -6.39% Q4 2025 Feb 09, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 45,644 13,241 0.02% 0.02% 243 -6,123 -11.83% Q4 2025 Feb 17, 2026
GLENMEDE TRUST CO NA History New 45,004 13,053 0.06% — 244 +45,004 New Q4 2025 Feb 17, 2026
PARK CIRCLE Co History No change 44,825 13,001 11.25% 10.49% 245 0 0.0% Q4 2025 Feb 13, 2026
Trexquant Investment LP History New 44,666 12,955 0.12% — 246 +44,666 New Q4 2025 Feb 17, 2026
Sienna Gestion History Added to 44,179 12,852 0.76% 0.69% 247 +5,320 13.69% Q4 2025 Feb 13, 2026
MACQUARIE GROUP LTD History Reduced 44,146 12,804 0.06% 0.15% 248 -419,879 -90.49% Q4 2025 Feb 13, 2026
IFM Investors Pty Ltd History Added to 43,613 12,650 0.11% 0.11% 249 +214 0.49% Q4 2025 Feb 12, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 43,302 12,560 0.17% 0.17% 250 -1,776 -3.94% Q4 2025 Jan 30, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 42,698 12,385 0.02% 0.02% 251 +362 0.86% Q4 2025 Feb 17, 2026
ASR Vermogensbeheer N.V. History Reduced 41,825 12,131 0.14% 0.14% 252 -396 -0.94% Q4 2025 Feb 03, 2026
Vanguard Personalized Indexing Management, LLC History Added to 41,816 12,129 0.12% 0.12% 253 +860 2.1% Q4 2025 Feb 13, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 41,812 12,127 1.23% 1.18% 254 +1,296 3.2% Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History Reduced 41,422 12,014 0.08% 0.08% 255 -439 -1.05% Q4 2025 Jan 27, 2026
AMALGAMATED BANK History Reduced 41,396 12,007 0.09% 0.09% 256 -2,299 -5.26% Q4 2025 Feb 05, 2026
AUXIER ASSET MANAGEMENT LLC History Reduced 40,955 11,879 1.67% 1.68% 257 -2,022 -4.7% Q4 2025 Feb 17, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History Added to 39,949 11,587 0.06% 0.05% 258 +7,387 22.69% Q4 2025 Feb 13, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 39,675 11,508 0.21% 0.21% 259 +1,139 2.96% Q4 2025 Jan 23, 2026
Perigon Wealth Management, LLC History Reduced 39,469 11,448 0.2% 0.23% 260 -641 -1.6% Q4 2025 Jan 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 39,277 11,392 0.15% 0.15% 261 -323 -0.82% Q4 2025 Jan 22, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 39,268 11,390 0.03% 0.03% 262 -767 -1.92% Q4 2025 Feb 11, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History New 39,202 11,370 0.16% — 263 +39,202 New Q4 2025 Apr 10, 2026
FIRST MANHATTAN CO. LLC. History Reduced 38,790 11,251 0.03% 0.03% 264 -1,564 -3.88% Q4 2025 Feb 17, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 38,192 11,077 0.16% 0.16% 265 +15 0.04% Q4 2025 Feb 12, 2026
Goelzer Investment Management, Inc. History Added to 38,139 11,062 0.51% 0.56% 266 +235 0.62% Q4 2025 Jan 14, 2026
USS Investment Management Ltd History Added to 37,290 10,818 0.05% 0.05% 267 +75 0.2% Q4 2025 Feb 13, 2026
Utah Retirement Systems History Reduced 37,109 10,763 0.1% 0.1% 268 -193 -0.52% Q4 2025 Feb 17, 2026
Aviance Capital Partners, LLC History Reduced 36,673 10,637 1.23% 1.22% 269 -90 -0.24% Q4 2025 Feb 06, 2026
NEW VERNON INVESTMENT MANAGEMENT LLC History Added to 36,659 10,633 10.35% 5.22% 270 +16,616 82.9% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 36,311 10,532 0.03% 0.02% 271 +4,010 12.41% Q4 2025 Feb 13, 2026
OP Asset Management Ltd History Reduced 36,232 10,509 0.12% 0.15% 272 -5,418 -13.01% Q4 2025 Apr 21, 2026
PEAK6 LLC History Added to 35,503 10,297 0.02% 0.01% 274 +4,278 13.7% Q4 2025 Mar 12, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 35,502 10,297 2.17% 2.15% 273 +7 0.02% Q4 2025 Jan 27, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 35,278 10,232 0.97% 0.96% 275 -135 -0.38% Q4 2025 Feb 17, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 35,203 10,210 0.01% 0.01% 276 -3,330 -8.64% Q4 2025 Feb 12, 2026
XPONANCE LLC History Added to 34,917 10,128 0.08% 0.07% 277 +3,001 9.4% Q4 2025 Feb 12, 2026
Elo Mutual Pension Insurance Co History Reduced 34,726 10,072 0.15% 0.16% 278 -145 -0.42% Q4 2025 Feb 12, 2026
BROWN ADVISORY INC History Reduced 34,678 10,058 0.01% 0.01% 279 -2,584 -6.93% Q4 2025 Feb 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 34,602 10,036 0.01% 0.01% 280 +3,572 11.51% Q4 2025 Feb 10, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Added to 34,320 9,954 0.34% 0.17% 281 +18,483 116.71% Q4 2025 Feb 17, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 34,240 9,931 0.08% 0.08% 282 -2,197 -6.03% Q4 2025 Feb 13, 2026
GUGGENHEIM CAPITAL LLC History Added to 34,181 9,914 0.07% 0.07% 283 +666 1.99% Q4 2025 Feb 17, 2026
Mediolanum International Funds Ltd History Added to 32,666 9,550 0.1% 0.01% 284 +30,147 1196.78% Q4 2025 Feb 09, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 32,640 9,467 0.28% 0.66% 285 -4,585 -12.32% Q4 2025 Feb 13, 2026
Murphy Pohlad Asset Management LLC History Reduced 32,595 9,454 3.63% 3.58% 286 -90 -0.28% Q4 2025 Feb 09, 2026
XTX Topco Ltd History New 32,507 9,428 0.25% — 287 +32,507 New Q4 2025 Feb 17, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 32,377 9,391 0.09% 0.09% 288 +75 0.23% Q4 2025 Feb 03, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 32,361 9,386 0.08% 0.08% 289 -450 -1.37% Q4 2025 Feb 05, 2026
Gotham Asset Management, LLC History Added to 32,219 9,345 0.03% 0.03% 290 +5,097 18.79% Q4 2025 Feb 17, 2026
Raiffeisen Bank International AG History Added to 31,895 9,325 0.12% 0.11% 291 +2,439 8.28% Q4 2025 Feb 12, 2026
Squarepoint Ops LLC History Reduced 32,019 9,287 0.01% 0.01% 292 -9,241 -22.4% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 31,799 9,223 0.03% 0.03% 293 +6,445 25.42% Q4 2025 Feb 18, 2026
Rockefeller Capital Management L.P. History Reduced 31,330 9,087 0.02% 0.02% 294 -642 -2.01% Q4 2025 Mar 16, 2026
MAI Capital Management History Added to 31,301 9,079 0.05% 0.05% 295 +1,758 5.95% Q4 2025 Feb 13, 2026
Man Group plc History Added to 31,158 9,037 0.02% 0.0% 296 +23,265 294.75% Q4 2025 Feb 17, 2026
CIBC WORLD MARKETS CORP History New 31,102 9,021 0.04% — 297 +31,102 New Q4 2025 Feb 12, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 30,521 8,852 0.02% 0.02% 298 +4,349 16.62% Q4 2025 Feb 17, 2026
NEOS Investment Management LLC History Added to 30,280 8,783 0.05% 0.05% 299 +4,948 19.53% Q4 2025 Feb 17, 2026
Sequoia Financial Advisors, LLC History Added to 30,054 8,717 0.05% 0.04% 300 +4,727 18.66% Q4 2025 Feb 03, 2026
CHEMUNG CANAL TRUST CO History Reduced 29,945 8,685 1.72% 1.7% 301 -526 -1.73% Q4 2025 Jan 14, 2026
Rakuten Investment Management, Inc. History Reduced 29,432 8,592 0.03% 0.63% 302 -371,868 -92.67% Q4 2025 Feb 17, 2026
Koshinski Asset Management, Inc. History Added to 29,465 8,546 0.55% 0.55% 303 +326 1.12% Q4 2025 Feb 03, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History Reduced 29,317 8,504 0.03% 0.03% 304 -119 -0.4% Q4 2025 Feb 13, 2026
Palisade Asset Management, LLC History Added to 29,292 8,496 0.83% 0.68% 305 +3,141 12.01% Q4 2025 Feb 13, 2026
Vinva Investment Management Ltd History Added to 28,912 8,453 0.11% 0.11% 306 +8,375 40.78% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History New 29,048 8,425 0.4% — 307 +29,048 New Q4 2025 Feb 12, 2026
Te Ahumairangi Investment Management Ltd History Reduced 28,707 8,326 1.49% 1.39% 308 -640 -2.18% Q4 2025 Feb 12, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History Reduced 28,506 8,268 0.04% 0.04% 309 -223 -0.78% Q4 2025 Feb 17, 2026
Horizon Investments, LLC History Reduced 28,453 8,253 0.1% 0.11% 310 -995 -3.38% Q4 2025 Feb 02, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 28,412 8,241 0.01% 0.01% 311 +4,562 19.13% Q4 2025 Feb 17, 2026
Longbow Finance SA History New 28,200 8,179 1.38% — 312 +28,200 New Q4 2025 Feb 12, 2026
HENNESSY ADVISORS INC History Reduced 28,000 8,121 0.29% 0.29% 313 -1,900 -6.35% Q4 2025 Jan 27, 2026
Groupe la Francaise History Reduced 27,923 8,099 0.11% 0.11% 314 -256 -0.91% Q4 2025 Feb 12, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Added to 29,719 8,012 0.09% 0.09% 315 +99 0.33% Q4 2025 Jan 21, 2026
KWMG, LLC History Added to 27,450 7,962 0.69% 0.67% 316 +252 0.93% Q4 2025 Jan 16, 2026
Independent Advisor Alliance History Reduced 27,400 7,947 0.19% 0.22% 317 -3,424 -11.11% Q4 2025 Feb 04, 2026
STRATEGIC PLANNING GROUP, LLC History Added to 27,347 7,932 1.02% 0.94% 318 +2,357 9.43% Q4 2025 Feb 04, 2026
Palmer Knight Co History Reduced 27,121 7,866 4.13% 3.6% 319 -122 -0.45% Q4 2025 Feb 03, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 26,899 7,864 0.1% 0.1% 320 -1,841 -6.41% Q4 2025 Feb 03, 2026
Dai-ichi Life Insurance Company, Ltd History Reduced 26,723 7,751 0.2% 0.2% 321 -1,226 -4.39% Q4 2025 Feb 17, 2026
CX Institutional History Added to 26,668 7,735 0.23% 0.2% 322 +2,590 10.76% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 26,548 7,701 0.02% 0.02% 323 +770 2.99% Q4 2025 Feb 05, 2026
SteelPeak Wealth, LLC History Added to 26,445 7,670 0.25% 0.08% 324 +18,028 214.19% Q4 2025 Jan 20, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 25,884 7,508 0.11% 0.13% 325 -5,085 -16.42% Q4 2025 Feb 09, 2026
CULLINAN ASSOCIATES INC History Added to 25,876 7,505 0.51% 0.46% 326 +392 1.54% Q4 2025 Jan 30, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 25,576 7,418 0.09% 0.09% 327 -152 -0.59% Q4 2025 Feb 04, 2026
Pacer Advisors, Inc. History Added to 25,407 7,369 0.02% 0.02% 328 +2,222 9.58% Q4 2025 Feb 24, 2026
Hudson Bay Capital Management LP History Reduced 25,367 7,357 0.02% 0.03% 329 -6,187 -19.61% Q4 2025 Feb 13, 2026
Fisher Funds Management LTD History No change 25,120 7,298 0.19% 0.19% 330 0 0.0% Q4 2025 Jan 26, 2026
Generali Asset Management SPA SGR History Added to 25,077 7,273 0.15% 0.12% 331 +4,376 21.14% Q4 2025 Feb 03, 2026
Investment Management Corp of Ontario History Added to 24,997 7,250 0.1% 0.09% 332 +4,600 22.55% Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Added to 24,993 7,249 0.07% 0.04% 333 +10,139 68.26% Q4 2025 Feb 18, 2026
Bridgewater Associates, LP History Reduced 24,673 7,156 0.03% 0.1% 334 -65,785 -72.72% Q4 2025 Feb 13, 2026
Delta Accumulation, LLC History No change 5,000 7,135 0.26% 0.07% 335 0 0.0% Q4 2025 Feb 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 24,487 7,103 0.09% 0.09% 336 +332 1.37% Q4 2025 Feb 10, 2026
BLAIR WILLIAM & CO/IL History Reduced 24,086 6,986 0.02% 0.02% 337 -6,151 -20.34% Q4 2025 Feb 17, 2026
CAPITAL CITY TRUST CO/FL History Reduced 24,038 6,972 1.55% 1.66% 338 -338 -1.39% Q4 2025 Feb 03, 2026
ASSETMARK, INC History Added to 24,009 6,964 0.01% 0.01% 339 +4,296 21.79% Q4 2025 Jan 23, 2026
Olstein Capital Management, L.P. History No change 24,000 6,961 1.43% 1.27% 340 0 0.0% Q4 2025 Feb 03, 2026
Private Advisor Group, LLC History Added to 23,958 6,949 0.03% 0.03% 341 +630 2.7% Q4 2025 Feb 17, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 23,953 6,947 0.07% 0.07% 342 -451 -1.85% Q4 2025 Feb 10, 2026
Wealthfront Advisers LLC History Added to 23,751 6,889 0.02% 0.02% 343 +694 3.01% Q4 2025 Jan 30, 2026
Freestone Capital Holdings, LLC History Added to 23,645 6,858 0.2% 0.2% 344 +351 1.51% Q4 2025 Jan 23, 2026
Penobscot Investment Management Company, Inc. History Reduced 23,424 6,794 0.51% 0.51% 345 -330 -1.39% Q4 2025 Jan 27, 2026
Osmosis Investment Management UK Ltd History New 23,384 6,782 0.17% — 346 +23,384 New Q4 2025 Feb 13, 2026
COMMERCE BANK History Added to 23,272 6,750 0.04% 0.03% 347 +1,090 4.91% Q4 2025 Feb 13, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 23,123 6,707 0.01% 0.01% 348 +2,705 13.25% Q4 2025 Feb 17, 2026
Citizens Business Bank History Added to 22,919 6,647 1.1% 1.06% 349 +267 1.18% Q4 2025 Feb 02, 2026
Beacon Pointe Advisors, LLC History Added to 22,854 6,628 0.05% 0.05% 350 +951 4.34% Q4 2025 Feb 18, 2026
Norinchukin Bank, The History Added to 22,780 6,607 0.08% 0.08% 351 +790 3.59% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Added to 22,443 6,509 0.11% 0.06% 352 +8,611 62.25% Q4 2025 Feb 13, 2026
UMB Bank, n.a. History Added to 22,430 6,506 0.09% 0.09% 353 +726 3.35% Q4 2025 Feb 13, 2026
MEYER HANDELMAN CO History No change 22,400 6,497 0.2% 0.2% 354 0 0.0% Q4 2025 Jan 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 22,364 6,486 0.0% 0.0% 355 -6,547 -22.65% Q4 2025 Feb 17, 2026
Verdence Capital Advisors LLC History Added to 22,323 6,474 0.38% 0.34% 356 +286 1.3% Q4 2025 Jan 29, 2026
Tower Research Capital LLC (TRC) History Added to 22,064 6,399 0.15% 0.11% 357 +8,270 59.95% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Reduced 22,047 6,394 0.0% 0.01% 358 -10,142 -31.51% Q4 2025 Feb 17, 2026
Brevan Howard Capital Management LP History Reduced 21,326 6,185 0.07% 0.04% 359 -10,186 -32.32% Q4 2025 Feb 17, 2026
PINNACLE ASSOCIATES LTD History Added to 21,228 6,157 0.08% 0.08% 360 +310 1.48% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO OF NEVADA INC History Reduced 21,494 6,129 0.13% 0.13% 361 -534 -2.42% Q4 2025 Jan 26, 2026
Steward Partners Investment Advisory, LLC History Added to 20,717 6,009 0.03% 0.03% 362 +194 0.95% Q4 2025 Feb 12, 2026
HM PAYSON & CO History No change 20,568 5,965 0.08% 0.08% 363 0 0.0% Q4 2025 Feb 12, 2026
First Pacific Financial History Added to 20,352 5,903 0.77% 0.78% 364 +122 0.6% Q4 2025 Jan 16, 2026
R.H. Investment Group, LLC History Reduced 20,319 5,893 4.94% 4.93% 365 -25 -0.12% Q4 2025 Jan 16, 2026
SGL Investment Advisors, Inc. History Reduced 19,584 5,881 2.35% 2.23% 366 -446 -2.23% Q4 2025 Feb 06, 2026
Lighthouse Investment Partners, LLC History New 20,267 5,878 0.18% — 367 +20,267 New Q4 2025 Feb 17, 2026
CULBERTSON A N & CO INC History Reduced 20,123 5,836 0.8% 0.8% 368 -60 -0.3% Q4 2025 Jan 21, 2026
Generali Powszechne Towarzystwo Emerytalne History No change 20,118 5,835 1.0% 1.09% 369 0 0.0% Q4 2025 Jan 26, 2026
Avanza Fonder AB History Added to 19,844 5,755 0.15% 0.12% 370 +3,292 19.89% Q4 2025 Jan 12, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History Reduced 19,765 5,733 0.12% 0.21% 371 -17,258 -46.61% Q4 2025 Feb 05, 2026
UniSuper Management Pty Ltd History Reduced 19,695 5,712 0.03% 0.03% 372 -518 -2.56% Q4 2025 Feb 12, 2026
tru Independence LLC History Reduced 19,652 5,700 1.44% 1.44% 373 -185 -0.93% Q4 2025 Jan 22, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History Added to 19,350 5,612 2.52% 2.68% 374 +607 3.24% Q4 2025 Feb 10, 2026
CIBC Private Wealth Group LLC History Reduced 19,269 5,589 0.01% 0.01% 375 -51 -0.26% Q4 2025 Feb 12, 2026
Atria Investments, Inc History Added to 19,256 5,585 0.06% 0.06% 376 +881 4.79% Q4 2025 Feb 05, 2026
B. Metzler seel. Sohn & Co. AG History Added to 19,143 5,566 0.05% 0.05% 377 +835 4.56% Q4 2025 Jan 28, 2026
FIFTH THIRD BANCORP History Added to 19,139 5,551 0.02% 0.02% 378 +927 5.09% Q4 2025 Feb 02, 2026
HB Wealth Management, LLC History Added to 19,136 5,550 0.04% 0.04% 379 +525 2.82% Q4 2025 Jan 28, 2026
SEMPER AUGUSTUS INVESTMENTS GROUP LLC History No change 19,100 5,540 0.64% 0.67% 380 0 0.0% Q4 2025 Feb 17, 2026
Vestcor Inc History Added to 18,833 5,463 0.16% 0.08% 381 +9,342 98.43% Q4 2025 Feb 11, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 18,535 5,376 0.09% 0.09% 382 -739 -3.83% Q4 2025 Jan 13, 2026
Banque Cantonale Vaudoise History Added to 18,387 5,334 0.19% 0.14% 383 +4,974 37.08% Q4 2025 Feb 06, 2026
MERIDIAN INVESTMENT COUNSEL INC. History No change 18,363 5,326 1.28% 1.27% 384 0 0.0% Q4 2025 Jan 20, 2026
Elevate Capital Advisors, LLC History Added to 18,328 5,316 3.52% 3.36% 385 +1,052 6.09% Q4 2025 Jan 23, 2026
FOSTER & MOTLEY INC History Reduced 18,245 5,292 0.28% 0.28% 386 -185 -1.0% Q4 2025 Jan 15, 2026
Composition Wealth, LLC History Added to 18,177 5,272 0.08% 0.08% 387 +186 1.03% Q4 2025 Feb 02, 2026
Railway Pension Investments Ltd History No change 18,000 5,221 0.06% 0.07% 388 0 0.0% Q4 2025 Feb 10, 2026
Maven Securities LTD History New 17,900 5,191 0.11% — 389 +17,900 New Q4 2025 Feb 13, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 17,875 5,184 0.17% 0.17% 390 -494 -2.69% Q4 2025 Feb 13, 2026
Cresset Asset Management, LLC History Reduced 17,868 5,182 0.02% 0.02% 391 -205 -1.13% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 17,832 5,172 0.06% 0.06% 392 +2,236 14.34% Q4 2025 Feb 03, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 17,796 5,162 0.04% 0.04% 393 0 0.0% Q4 2025 Jan 29, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 17,752 5,149 0.23% 0.24% 394 -630 -3.43% Q4 2025 Feb 03, 2026
Fulcrum Asset Management LLP History Reduced 17,596 5,144 1.43% 1.4% 395 -521 -2.88% Q4 2025 Feb 05, 2026
Merit Financial Group, LLC History Added to 17,697 5,133 0.04% 0.04% 396 +1,086 6.54% Q4 2025 Jan 26, 2026
ALLSTATE CORP History Added to 17,668 5,124 0.07% 0.05% 397 +9,475 115.65% Q4 2025 Feb 09, 2026
1832 Asset Management L.P. History Added to 17,646 5,118 0.0% 0.0% 398 +4,133 30.59% Q4 2025 Feb 13, 2026
&PARTNERS History Added to 17,491 5,075 0.03% 0.03% 399 +1,847 11.81% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Reduced 17,431 5,056 0.02% 0.03% 400 -7,001 -28.66% Q4 2025 Feb 12, 2026
Sawyer & Company, Inc History Reduced 17,296 5,016 1.77% 1.77% 401 -260 -1.48% Q4 2025 Feb 02, 2026
Arjuna Capital History Reduced 17,072 4,951 1.21% 1.22% 402 -439 -2.51% Q4 2025 Feb 05, 2026
Federation des caisses Desjardins du Quebec History Reduced 17,040 4,941 0.02% 0.02% 403 -3,200 -15.81% Q4 2025 Feb 12, 2026
Argent Trust Co History Added to 16,823 4,879 0.17% 0.16% 404 +616 3.8% Q4 2025 Feb 10, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 16,817 4,877 0.31% 0.31% 405 +128 0.77% Q4 2025 Feb 04, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History New 16,798 4,872 0.03% — 406 +16,798 New Q4 2025 Feb 17, 2026
Orion Porfolio Solutions, LLC History Added to 16,733 4,853 0.04% 0.03% 407 +1,786 11.95% Q4 2025 Feb 12, 2026
NOMURA HOLDINGS INC History Reduced 16,729 4,852 0.01% 0.01% 408 -11,115 -39.92% Q4 2025 Feb 17, 2026
LEUTHOLD GROUP, LLC History Added to 16,592 4,812 0.52% 0.5% 409 +126 0.77% Q4 2025 Feb 05, 2026
MIZUHO SECURITIES USA LLC History Reduced 16,242 4,756 0.08% 0.09% 410 -155 -0.95% Q4 2025 Feb 09, 2026
ALPS ADVISORS INC History Reduced 16,302 4,728 0.03% 0.03% 411 -33 -0.2% Q4 2025 Feb 12, 2026
Empire Financial Management Company, LLC History Added to 16,285 4,723 1.03% 1.04% 412 +70 0.43% Q4 2025 Feb 12, 2026
Lombard Odier Asset Management (Switzerland) SA History Added to 16,281 4,722 0.2% 0.19% 413 +1,298 8.66% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 16,147 4,683 0.06% 0.07% 414 +3,816 30.95% Q4 2025 Feb 06, 2026
Applied Capital LLC/FL History Reduced 16,094 4,668 2.77% 2.77% 415 -2 -0.01% Q4 2025 Jan 16, 2026
Bayview Asset Management, LLC History New 16,000 4,640 1.07% — 416 +16,000 New Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History New 15,978 4,634 0.1% — 417 +15,978 New Q4 2025 Feb 17, 2026
Principle Wealth Partners LLC History No change 15,927 4,619 0.26% 0.26% 418 0 0.0% Q4 2025 Feb 06, 2026
LEE DANNER & BASS INC History Reduced 15,769 4,573 0.33% 0.35% 419 -1,602 -9.22% Q4 2025 Jan 29, 2026
Caprock Group, LLC History Added to 15,578 4,518 0.1% 0.1% 420 +180 1.17% Q4 2025 Jan 28, 2026
Prospera Financial Services Inc History Reduced 15,564 4,516 0.07% 0.07% 421 -153 -0.97% Q4 2025 Feb 09, 2026
Unison Advisors LLC History Added to 15,568 4,515 0.39% 0.4% 422 +63 0.41% Q4 2025 Jan 21, 2026
BOKF, NA History Reduced 15,526 4,503 0.07% 0.07% 423 -1,332 -7.9% Q4 2025 Feb 03, 2026
Lido Advisors, LLC History Added to 15,840 4,497 0.01% 0.01% 424 +1,145 7.79% Q4 2025 Feb 10, 2026
IFP Advisors, Inc History Added to 15,462 4,484 0.1% 0.11% 425 +454 3.03% Q4 2025 Feb 06, 2026
AIA Group Ltd History Added to 15,376 4,459 0.07% 0.03% 426 +9,025 142.1% Q4 2025 Feb 09, 2026
FAS Wealth Partners, Inc. History Added to 15,362 4,455 0.29% 0.27% 427 +863 5.95% Q4 2025 Feb 18, 2026
Slow Capital, Inc. History Added to 15,278 4,431 0.53% 0.5% 428 +126 0.83% Q4 2025 Jan 26, 2026
GLOBALT Investments LLC / GA History Reduced 15,162 4,397 0.16% 0.16% 429 -481 -3.07% Q4 2025 Feb 06, 2026
Walleye Trading LLC History Reduced 15,111 4,383 0.01% 0.01% 430 -13,295 -46.8% Q4 2025 Feb 13, 2026
Point72 Asset Management, L.P. History Reduced 15,100 4,379 0.0% 0.07% 431 -124,095 -89.15% Q4 2025 Feb 17, 2026
Blue Sparrow, LLC /DE History New 15,000 4,350 0.08% — 432 +15,000 New Q4 2025 Feb 18, 2026
Baker Avenue Asset Management, LP History Added to 14,798 4,292 0.1% 0.1% 433 +226 1.55% Q4 2025 Feb 10, 2026
Asset Dedication, LLC History Added to 14,800 4,292 0.28% 0.28% 434 +83 0.56% Q4 2025 Jan 26, 2026
Walleye Capital LLC History Added to 14,701 4,264 0.01% 0.01% 435 +8,986 157.24% Q4 2025 Feb 13, 2026
Advisory Services Network, LLC History Added to 14,656 4,251 0.06% 0.06% 436 +537 3.8% Q4 2025 Feb 17, 2026
ING GROEP NV History Reduced 14,641 4,246 0.03% 0.02% 437 -541 -3.56% Q4 2025 Feb 11, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History Reduced 14,623 4,241 0.54% 0.41% 438 -11,605 -44.25% Q4 2025 Feb 13, 2026
Edgestream Partners, L.P. History Reduced 14,588 4,231 0.12% 0.13% 439 -1,161 -7.37% Q4 2025 Feb 13, 2026
ROMANO BROTHERS AND COMPANY History Reduced 14,585 4,230 0.48% 0.47% 440 -310 -2.08% Q4 2025 Jan 14, 2026
STANCE CAPITAL LLC History New 14,428 4,184 1.54% — 441 +14,428 New Q4 2025 Mar 17, 2026
Peregrine Asset Advisers, Inc. History Reduced 14,327 4,155 1.17% 2.39% 442 -14,164 -49.71% Q4 2025 Feb 02, 2026
Kentucky Retirement Systems History No change 14,194 4,117 0.11% 0.11% 443 0 0.0% Q4 2025 Feb 10, 2026
CHOREO, LLC History Reduced 13,970 4,099 0.05% 0.05% 444 -1,073 -7.13% Q4 2025 Jan 23, 2026
Wakefield Asset Management LLLP History Reduced 14,113 4,093 1.11% 1.09% 445 -210 -1.47% Q4 2025 Feb 05, 2026
Kingsview Wealth Management, LLC History Reduced 14,039 4,072 0.06% 0.06% 446 -90 -0.64% Q4 2025 Feb 09, 2026
Icon Wealth Advisors, LLC History Added to 13,950 4,046 0.27% 0.25% 447 +930 7.14% Q4 2025 Feb 13, 2026
Forvis Mazars Wealth Advisors, LLC History Reduced 13,908 4,034 0.08% 0.08% 448 -416 -2.9% Q4 2025 Feb 10, 2026
Siemens Fonds Invest GmbH History Reduced 13,753 4,021 0.21% 0.27% 450 -3,952 -22.32% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Reduced 13,866 4,021 0.02% 0.02% 449 -441 -3.08% Q4 2025 Feb 10, 2026
1ST SOURCE BANK History Reduced 13,690 3,970 0.21% 0.21% 451 -365 -2.6% Q4 2025 Feb 05, 2026
TOWER BRIDGE ADVISORS History Added to 13,541 3,927 0.4% 0.38% 452 +80 0.59% Q4 2025 Feb 13, 2026
Munich Reinsurance Co Stock Corp in Munich History Added to 13,375 3,910 0.1% 0.0% 453 +12,869 2543.28% Q4 2025 Jan 29, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Added to 13,470 3,907 0.01% 0.01% 454 +987 7.91% Q4 2025 Feb 11, 2026
Rossmore Private Capital History Reduced 13,180 3,822 0.34% 0.4% 455 -10 -0.08% Q4 2025 Feb 05, 2026
iA Global Asset Management Inc. History Reduced 13,155 3,816 0.05% 0.05% 456 -401 -2.96% Q4 2025 Feb 05, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 13,150 3,814 0.2% 0.19% 457 -172 -1.29% Q4 2025 Jan 27, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 12,967 3,761 0.11% 0.11% 458 -283 -2.14% Q4 2025 Feb 04, 2026
William B. Walkup & Associates, Inc. History Reduced 12,921 3,748 2.05% 1.96% 459 -213 -1.62% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Reduced 12,912 3,745 0.07% 0.07% 460 -35 -0.27% Q4 2025 Feb 17, 2026
Carnegie Investment Counsel History Added to 12,855 3,728 0.07% 0.07% 461 +114 0.89% Q4 2025 Jan 23, 2026
NATIXIS History Reduced 12,787 3,708 0.01% 0.07% 462 -39,910 -75.73% Q4 2025 Feb 13, 2026
Vise Technologies, Inc. History Added to 12,782 3,707 0.07% 0.07% 463 +6,180 93.61% Q4 2025 Feb 11, 2026
SummitTX Capital, L.P. History Added to 12,512 3,629 0.11% 0.04% 464 +8,618 221.31% Q4 2025 Feb 17, 2026
Acropolis Investment Management, LLC History Reduced 12,312 3,571 0.16% 0.18% 465 -681 -5.24% Q4 2025 Jan 14, 2026
Argent Advisors, Inc. History Added to 12,127 3,517 0.98% 0.78% 466 +2,645 27.89% Q4 2025 Feb 11, 2026
Ballentine Partners, LLC History Reduced 12,121 3,515 0.05% 0.05% 467 -32 -0.26% Q4 2025 Feb 03, 2026
BESSEMER GROUP INC History Added to 12,078 3,503 0.01% 0.0% 468 +794 7.04% Q4 2025 Feb 05, 2026
D.A. DAVIDSON & CO. History Reduced 11,962 3,469 0.02% 0.02% 469 -197 -1.62% Q4 2025 Jan 29, 2026
Diversified Trust Co History Reduced 11,907 3,453 0.06% 0.07% 470 -1 -0.01% Q4 2025 Jan 09, 2026
DELTA FINANCIAL ADVISORS LLC History Reduced 11,864 3,441 0.89% 0.94% 471 -93 -0.78% Q4 2025 Feb 06, 2026
New Age Alpha Advisors, LLC History Reduced 11,862 3,440 0.15% 0.16% 472 -1,461 -10.97% Q4 2025 Feb 09, 2026
Lincoln Capital LLC History Reduced 11,771 3,414 0.62% 0.7% 473 -1,424 -10.79% Q4 2025 Jan 08, 2026
Erste Asset Management GmbH History Reduced 11,616 3,391 0.03% 0.04% 474 -2,133 -15.51% Q4 2025 Feb 11, 2026
Garner Asset Management Corp History Reduced 11,612 3,368 1.29% 1.42% 475 -1,055 -8.33% Q4 2025 Feb 03, 2026
FULTON BANK, N.A. History Reduced 11,588 3,361 0.12% 0.12% 476 -215 -1.82% Q4 2025 Jan 08, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 11,476 3,328 0.39% 0.42% 477 -993 -7.96% Q4 2025 Feb 03, 2026
Compass Wealth Management LLC History Reduced 11,444 3,319 0.83% 0.72% 478 -180 -1.55% Q4 2025 Feb 11, 2026
Louisiana State Employees Retirement System History Reduced 11,400 3,306 0.06% 0.06% 479 -400 -3.39% Q4 2025 Jan 16, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 11,340 3,289 0.11% 0.12% 480 -369 -3.15% Q4 2025 Jan 14, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 11,333 3,287 0.05% 0.02% 481 +7,766 217.72% Q4 2025 Feb 06, 2026
BURNEY CO/ History Reduced 11,309 3,280 0.1% 0.1% 482 -19 -0.17% Q4 2025 Jan 23, 2026
Gulf International Bank (UK) Ltd History No change 11,291 3,275 0.11% 0.1% 483 0 0.0% Q4 2025 Feb 10, 2026
Third View Private Wealth, LLC History New 11,217 3,253 0.44% — 484 +11,217 New Q4 2025 Jan 23, 2026
Maryland State Retirement & Pension System History No change 11,153 3,235 0.07% 0.07% 485 0 0.0% Q4 2025 Feb 17, 2026
Kintegral Advisory, LLC History Reduced 11,084 3,219 0.27% 0.27% 486 -304 -2.67% Q4 2025 Feb 12, 2026
TWO SIGMA ADVISERS, LP History New 11,040 3,202 0.01% — 487 +11,040 New Q4 2025 Feb 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 10,947 3,175 0.02% 0.02% 488 +1,023 10.31% Q4 2025 Feb 17, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Added to 10,933 3,171 0.27% 0.26% 489 +500 4.79% Q4 2025 Jan 30, 2026
Tidal Investments LLC History Added to 10,895 3,160 0.01% 0.0% 490 +1,982 22.24% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 10,888 3,158 0.04% 0.04% 491 -2,745 -20.13% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Added to 10,885 3,157 0.16% 0.15% 492 +1,230 12.74% Q4 2025 Jan 05, 2026
Voleon Capital Management LP History Reduced 10,782 3,127 0.07% 0.09% 493 -2,305 -17.61% Q4 2025 Feb 17, 2026
Exeter Financial, LLC History Added to 10,683 3,098 1.32% 1.24% 494 +437 4.27% Q4 2025 Jan 07, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 10,631 3,083 0.65% 0.64% 495 +48 0.45% Q4 2025 Jan 21, 2026
Atlantic Union Bankshares Corp History Reduced 10,623 3,081 0.06% 0.06% 496 -44 -0.41% Q4 2025 Feb 04, 2026
ACADEMY CAPITAL MANAGEMENT History Added to 10,617 3,079 0.41% 0.22% 497 +5,117 93.04% Q4 2025 Feb 02, 2026
Bleakley Financial Group, LLC History New 10,580 3,068 0.05% — 498 +10,580 New Q4 2025 Feb 09, 2026
Evercore Wealth Management, LLC History No change 10,547 3,059 0.04% 0.04% 499 0 0.0% Q4 2025 Feb 17, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History Added to 10,478 3,039 0.09% 0.09% 500 +200 1.95% Q4 2025 Feb 10, 2026
Metis Global Partners, LLC History Reduced 10,469 3,036 0.07% 0.09% 501 -2,623 -20.04% Q4 2025 Feb 11, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 10,436 3,027 0.85% 0.85% 502 -294 -2.74% Q4 2025 Feb 02, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Reduced 10,364 3,006 0.42% 0.42% 503 -2 -0.02% Q4 2025 Jan 14, 2026
WHITE PINE CAPITAL LLC History No change 10,244 2,971 0.82% 0.82% 504 0 0.0% Q4 2025 Feb 09, 2026
EP Wealth Advisors, LLC History New 10,172 2,950 0.02% — 505 +10,172 New Q4 2025 Feb 18, 2026
MONTAG A & ASSOCIATES INC History Added to 10,170 2,949 0.13% 0.13% 506 +326 3.31% Q4 2025 Feb 02, 2026
KKM Financial LLC History New 10,099 2,929 0.52% — 507 +10,099 New Q4 2025 Feb 18, 2026
GREENLEAF TRUST History Added to 10,036 2,911 0.03% 0.03% 508 +37 0.37% Q4 2025 Jan 21, 2026
Jump Financial, LLC History Added to 10,014 2,904 0.04% 0.02% 509 +5,473 120.52% Q4 2025 Feb 17, 2026
Nilsine Partners, LLC History Added to 9,911 2,874 0.25% 0.24% 510 +174 1.79% Q4 2025 Jan 15, 2026
Pinnacle Holdings, LLC History Added to 9,888 2,868 0.97% 0.88% 511 +857 9.49% Q4 2025 Feb 12, 2026
Allspring Global Investments Holdings, LLC History Added to 9,974 2,844 0.0% 0.0% 512 +250 2.57% Q4 2025 Jan 15, 2026
CHILTON INVESTMENT CO INC. History No change 9,775 2,835 0.06% 0.06% 513 0 0.0% Q4 2025 Feb 17, 2026
Wesleyan Assurance Society History No change 9,740 2,825 0.16% 0.16% 514 0 0.0% Q4 2025 Feb 12, 2026
AGF MANAGEMENT LTD History Reduced 9,690 2,810 0.01% 0.01% 515 -2,265 -18.95% Q4 2025 Feb 17, 2026
OMERS ADMINISTRATION Corp History Reduced 9,664 2,803 0.02% 0.03% 516 -6,320 -39.54% Q4 2025 Feb 13, 2026
Crossmark Global Holdings, Inc. History Added to 9,659 2,801 0.04% 0.03% 517 +1,402 16.98% Q4 2025 Feb 03, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 9,653 2,799 0.15% 0.15% 518 +67 0.7% Q4 2025 Jan 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 9,602 2,785 0.0% 0.0% 519 +1,133 13.38% Q4 2025 Feb 17, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History New 9,578 2,778 0.64% — 520 +9,578 New Q4 2025 Feb 03, 2026
Andra AP-fonden History New 9,560 2,772 0.03% — 521 +9,560 New Q4 2025 Feb 12, 2026
STEPHENS INC /AR/ History Added to 9,545 2,768 0.03% 0.03% 522 +494 5.46% Q4 2025 Feb 05, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 9,403 2,727 0.16% 0.16% 523 0 0.0% Q4 2025 Feb 03, 2026
Capula Management Ltd History Added to 9,235 2,678 0.01% 0.01% 524 +2,008 27.78% Q4 2025 Feb 13, 2026
Moors & Cabot, Inc. History Reduced 9,187 2,664 0.11% 0.11% 525 -181 -1.93% Q4 2025 Feb 10, 2026
TWIN CAPITAL MANAGEMENT INC History Reduced 9,180 2,662 0.33% 0.33% 526 -105 -1.13% Q4 2025 Feb 06, 2026
MUFG Securities EMEA plc History Added to 9,145 2,652 0.03% 0.03% 527 +4,836 112.23% Q4 2025 Feb 10, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Added to 9,140 2,651 0.12% 0.12% 528 +374 4.27% Q4 2025 Feb 04, 2026
Choate Investment Advisors History Reduced 9,099 2,639 0.05% 0.05% 529 -142 -1.54% Q4 2025 Feb 09, 2026
DSG Capital Advisors, LLC History No change 9,655 2,619 0.4% 0.43% 530 0 0.0% Q4 2025 Jan 27, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 9,009 2,613 0.65% 0.63% 531 +225 2.56% Q4 2025 Jan 27, 2026
Grey Ledge Advisors, LLC History Reduced 9,003 2,611 0.59% 0.63% 532 -879 -8.89% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History Added to 8,905 2,583 0.09% 0.09% 533 +41 0.46% Q4 2025 Jan 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 8,881 2,576 0.0% 0.01% 534 -9,623 -52.0% Q4 2025 Feb 05, 2026
AssuredPartners Investment Advisors, LLC History Added to 8,809 2,555 0.38% 0.53% 535 +334 3.94% Q4 2025 Feb 03, 2026
Avalon Trust Co History Added to 8,749 2,537 0.16% 0.15% 536 +221 2.59% Q4 2025 Feb 09, 2026
SIMPLEX TRADING, LLC History Reduced 8,700 2,523 0.0% 0.0% 537 -417 -4.57% Q4 2025 Feb 11, 2026
Farther Finance Advisors, LLC History Added to 8,633 2,503 0.03% 0.03% 538 +2,526 41.36% Q4 2025 Jan 23, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 8,553 2,480 0.03% 0.02% 539 +2,340 37.66% Q4 2025 Jan 29, 2026
Cadence Bank History Added to 8,521 2,471 0.14% 0.14% 540 +4 0.05% Q4 2025 Jan 30, 2026
Azimuth Capital Investment Management LLC History Reduced 8,487 2,461 0.09% 0.09% 542 -750 -8.12% Q4 2025 Feb 12, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History Reduced 8,487 2,461 1.37% 1.42% 541 -711 -7.73% Q4 2025 Feb 04, 2026
GTS SECURITIES LLC History Added to 8,467 2,455 0.08% 0.04% 543 +4,873 135.59% Q4 2025 Feb 13, 2026
Jacobi Capital Management LLC History Added to 8,461 2,454 0.14% 0.14% 544 +54 0.64% Q4 2025 Feb 13, 2026
Envestnet Portfolio Solutions, Inc. History Added to 8,407 2,438 0.01% 0.01% 545 +202 2.46% Q4 2025 Feb 06, 2026
Benin Management CORP History Added to 8,380 2,430 0.54% 0.48% 546 +1,075 14.72% Q4 2025 Jan 12, 2026
Carmel Capital Partners, LLC History Added to 8,363 2,425 0.85% 0.61% 547 +3,192 61.73% Q4 2025 Jan 29, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 8,347 2,421 0.22% 0.21% 548 -263 -3.05% Q4 2025 Jan 30, 2026
Accredited Investors Inc. History No change 8,300 2,407 0.13% 0.13% 549 0 0.0% Q4 2025 Feb 05, 2026
TECTONIC ADVISORS LLC History Added to 8,270 2,398 0.13% 0.13% 550 +3 0.04% Q4 2025 Jan 23, 2026
Dockside LLC History New 8,247 2,392 0.61% — 551 +8,247 New Q4 2025 Feb 13, 2026
MGO ONE SEVEN LLC History Added to 8,213 2,382 0.05% 0.05% 552 +22 0.27% Q4 2025 Feb 03, 2026
Focus Financial Network, Inc. History Reduced 8,191 2,375 0.08% 0.08% 553 -98 -1.18% Q4 2025 Jan 12, 2026
Weaver Capital Management LLC History Reduced 8,156 2,365 0.5% 0.5% 554 -45 -0.55% Q4 2025 Jan 22, 2026
ARROW FINANCIAL CORP History Reduced 8,145 2,362 0.24% 0.25% 555 -493 -5.71% Q4 2025 Feb 05, 2026
CIM, LLC History Added to 8,145 2,362 0.31% 0.3% 556 +34 0.42% Q4 2025 Feb 18, 2026
Spire Wealth Management History Reduced 8,122 2,355 0.08% 0.08% 557 -773 -8.69% Q4 2025 Jan 14, 2026
Ancora Advisors LLC History Added to 8,038 2,331 0.05% 0.04% 558 +98 1.23% Q4 2025 Feb 17, 2026
Bank & Trust Co History Reduced 8,009 2,323 1.64% 1.66% 559 -46 -0.57% Q4 2025 Jan 13, 2026
Capital Wealth Planning, LLC History No change 8,000 2,320 0.02% 0.02% 560 0 0.0% Q4 2025 Feb 11, 2026
Essex Financial Services, Inc. History Added to 7,932 2,300 0.13% 0.13% 561 +108 1.38% Q4 2025 Feb 10, 2026
Empirical Finance, LLC History Reduced 7,911 2,294 0.11% 0.11% 562 -342 -4.14% Q4 2025 Feb 12, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Added to 7,604 2,292 0.33% 0.33% 563 +4 0.05% Q4 2025 Feb 11, 2026
Smith Salley Wealth Management History Reduced 7,891 2,288 0.11% 0.11% 564 -10 -0.13% Q4 2025 Jan 27, 2026
Virtu Financial LLC History Added to 7,887 2,287 0.09% 0.02% 565 +6,745 590.63% Q4 2025 Feb 23, 2026
Clearstead Advisors, LLC History Added to 7,833 2,272 0.03% 0.02% 566 +1,103 16.39% Q4 2025 Feb 09, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 7,764 2,252 0.25% 0.24% 567 0 0.0% Q4 2025 Feb 17, 2026
North Dakota State Investment Board History New 7,754 2,249 0.08% — 569 +7,754 New Q4 2025 Feb 05, 2026
Concord Wealth Partners History Added to 7,755 2,249 0.29% 0.28% 568 +390 5.3% Q4 2025 Jan 29, 2026
E. Ohman J:or Asset Management AB History Reduced 7,720 2,239 0.05% 0.07% 571 -2,172 -21.96% Q4 2025 Jan 12, 2026
WEBSTER BANK, N. A. History Reduced 7,721 2,239 0.21% 0.22% 570 -628 -7.52% Q4 2025 Jan 23, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 7,704 2,234 0.13% 0.17% 572 -1,347 -14.88% Q4 2025 Feb 10, 2026
Concord Asset Management, LLC/VA History Added to 7,673 2,225 0.39% 0.38% 573 +184 2.46% Q4 2025 Jan 29, 2026
FIRST NATIONAL TRUST CO History Reduced 7,642 2,216 0.07% 0.08% 574 -351 -4.39% Q4 2025 Feb 09, 2026
OneDigital Investment Advisors LLC History Added to 7,614 2,208 0.02% 0.02% 575 +257 3.49% Q4 2025 Feb 13, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 7,603 2,205 0.16% 0.17% 576 -48 -0.63% Q4 2025 Feb 04, 2026
Snowden Capital Advisors LLC History Added to 7,599 2,204 0.06% 0.06% 577 +34 0.45% Q4 2025 Feb 17, 2026
Ascent Group, LLC History Added to 7,590 2,201 0.08% 0.07% 578 +308 4.23% Q4 2025 Jan 20, 2026
Concurrent Investment Advisors, LLC History Added to 7,569 2,195 0.02% 0.03% 579 +1,642 27.7% Q4 2025 Jan 29, 2026
Cornerstone Planning, LLC History New 7,533 2,192 0.51% — 580 +7,533 New Q4 2025 Mar 17, 2026
Focus Partners Wealth History New 7,542 2,187 0.0% — 581 +7,542 New Q4 2025 Feb 13, 2026
FRG Family Wealth Advisors LLC History No change 7,525 2,182 0.34% 0.34% 582 0 0.0% Q4 2025 Jan 21, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 7,517 2,180 0.05% 0.06% 583 -454 -5.7% Q4 2025 Feb 09, 2026
VIRTUE ASSET MANAGEMENT LLC History Added to 7,470 2,166 1.73% 1.72% 584 +17 0.23% Q4 2025 Feb 10, 2026
JT Stratford LLC History Added to 7,355 2,133 0.27% 0.27% 585 +203 2.84% Q4 2025 Feb 12, 2026
Venture Visionary Partners LLC History Reduced 7,335 2,127 0.07% 0.07% 586 -62 -0.84% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Added to 7,323 2,124 0.02% 0.01% 587 +753 11.46% Q4 2025 Feb 13, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 7,322 2,123 0.02% 0.02% 588 -69 -0.93% Q4 2025 Feb 13, 2026
Quadcap Wealth Management, LLC History Reduced 7,276 2,110 0.24% 0.24% 589 -14 -0.19% Q4 2025 Jan 29, 2026
Brooklyn Investment Group History Added to 7,203 2,102 0.1% 0.1% 590 +4,445 161.17% Q4 2025 Feb 12, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 7,239 2,099 0.07% 0.07% 591 +439 6.46% Q4 2025 Jan 27, 2026
SCOTIA CAPITAL INC. History Added to 7,194 2,086 0.01% 0.0% 592 +5,259 271.78% Q4 2025 Feb 12, 2026
AlphaQuest LLC History Added to 7,147 2,073 0.12% 0.03% 593 +5,495 332.63% Q4 2025 Feb 09, 2026
Callan Family Office, LLC History Added to 7,142 2,071 0.04% 0.04% 594 +2,680 60.06% Q4 2025 Feb 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 7,127 2,067 0.02% 0.03% 595 -49 -0.68% Q4 2025 Feb 05, 2026
Virtus Investment Advisers, LLC History Reduced 7,113 2,063 0.56% 0.57% 596 -72 -1.0% Q4 2025 Feb 17, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History Added to 7,102 2,060 0.05% 0.02% 597 +5,011 239.65% Q4 2025 Feb 02, 2026
NICOLET ADVISORY SERVICES, LLC History Added to 7,340 2,058 0.14% 0.16% 598 +111 1.54% Q4 2025 Feb 13, 2026
Parallel Advisors, LLC History Added to 7,052 2,045 0.04% 0.04% 599 +163 2.37% Q4 2025 Feb 11, 2026
Gifford Fong Associates History No change 7,000 2,030 0.4% 0.41% 600 0 0.0% Q4 2025 Feb 10, 2026
First National Advisers, LLC History Reduced 6,938 2,012 0.28% 0.34% 602 -2,152 -23.67% Q4 2025 Feb 04, 2026
Dakota Wealth Management History Added to 6,939 2,012 0.04% 0.04% 601 +543 8.49% Q4 2025 Jan 13, 2026
Meeder Advisory Services, Inc. History Added to 6,927 2,009 0.09% 0.08% 603 +1,077 18.41% Q4 2025 Feb 11, 2026
Genus Capital Management Inc. History Added to 6,922 2,007 0.23% 0.03% 604 +6,000 650.76% Q4 2025 Feb 09, 2026
Nordwand Advisors, LLC History Reduced 6,905 2,002 0.35% 0.31% 605 -35 -0.5% Q4 2025 Feb 03, 2026
EAGLE CAPITAL MANAGEMENT LLC History No change 6,900 2,001 0.01% 0.01% 606 0 0.0% Q4 2025 Feb 17, 2026
FAYEZ SAROFIM & CO History Reduced 6,798 1,971 0.0% 0.0% 607 -315 -4.43% Q4 2025 Feb 13, 2026
Canada Post Corp Registered Pension Plan History Added to 6,784 1,967 0.07% 0.06% 608 +2,253 49.72% Q4 2025 Feb 05, 2026
WBH ADVISORY INC History Reduced 6,758 1,960 0.15% 0.15% 609 -154 -2.23% Q4 2025 Jan 26, 2026
OSTRUM ASSET MANAGEMENT History Reduced 6,674 1,935 0.09% 0.11% 611 -2,213 -24.9% Q4 2025 Feb 13, 2026
Nicholas Hoffman & Company, LLC. History Reduced 6,674 1,935 0.04% 0.05% 610 -142 -2.08% Q4 2025 Feb 02, 2026
Susquehanna Portfolio Strategies, LLC History No change 6,666 1,933 0.03% 0.03% 612 0 0.0% Q4 2025 Feb 17, 2026
SIGNATUREFD, LLC History Reduced 6,659 1,931 0.03% 0.03% 613 -221 -3.21% Q4 2025 Jan 20, 2026
INCEPTIONR LLC History Reduced 6,654 1,930 0.54% 0.46% 614 -151 -2.22% Q4 2025 Feb 11, 2026
Machina Capital S.A.S. History New 6,649 1,928 0.37% — 615 +6,649 New Q4 2025 Feb 10, 2026
MUHLENKAMP & CO INC History No change 6,627 1,922 0.52% 0.5% 616 0 0.0% Q4 2025 Feb 04, 2026
DAGCO, INC. History Reduced 6,529 1,893 0.44% 0.46% 618 -23 -0.35% Q4 2025 Jan 08, 2026
Ballast, Inc. History Reduced 6,528 1,893 0.44% 0.44% 617 -20 -0.31% Q4 2025 Feb 03, 2026
QUADRANT CAPITAL GROUP LLC History Added to 6,517 1,890 0.06% 0.06% 619 +39 0.6% Q4 2025 Feb 13, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History Reduced 6,483 1,880 0.24% 0.23% 620 -10 -0.15% Q4 2025 Feb 13, 2026
IHT Wealth Management, LLC History Added to 6,466 1,875 0.05% 0.05% 621 +47 0.73% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 6,414 1,860 0.04% 0.04% 622 -48 -0.74% Q4 2025 Feb 05, 2026
PROFUND ADVISORS LLC History Reduced 6,370 1,847 0.06% 0.06% 623 -651 -9.27% Q4 2025 Feb 06, 2026
Tevis Investment Management History No change 6,605 1,844 1.11% 1.11% 624 0 0.0% Q4 2025 Feb 02, 2026
LRI Investments, LLC History Added to 6,331 1,836 0.15% 0.14% 625 +70 1.12% Q4 2025 Feb 04, 2026
BEACON FINANCIAL GROUP History New 6,316 1,831 0.18% — 626 +6,316 New Q4 2025 Apr 01, 2026
PYA Waltman Capital, LLC History Reduced 6,296 1,826 0.49% 0.47% 627 -37 -0.58% Q4 2025 Feb 13, 2026
HighPoint Advisor Group LLC History Reduced 6,292 1,825 0.08% 0.09% 628 -218 -3.35% Q4 2025 Feb 04, 2026
SlateStone Wealth, LLC History Added to 6,286 1,823 0.15% 0.14% 629 +292 4.87% Q4 2025 Feb 11, 2026
BSW Wealth Partners History Reduced 6,239 1,809 0.22% 0.22% 630 -195 -3.03% Q4 2025 Jan 23, 2026
Arkadios Wealth Advisors History Added to 6,221 1,804 0.03% 0.03% 631 +1,907 44.2% Q4 2025 Feb 13, 2026
Douglass Winthrop Advisors, LLC History No change 6,153 1,784 0.03% 0.03% 632 0 0.0% Q4 2025 Feb 12, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 6,109 1,772 0.04% 0.04% 633 0 0.0% Q4 2025 Feb 12, 2026
Ashton Thomas Private Wealth, LLC History Reduced 6,069 1,760 0.04% 0.04% 634 -11 -0.18% Q4 2025 Jan 29, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 6,065 1,759 0.07% 0.08% 635 -4,755 -43.95% Q4 2025 Feb 04, 2026
HARBOUR INVESTMENTS, INC. History Added to 6,061 1,757 0.04% 0.01% 636 +4,847 399.26% Q4 2025 Feb 09, 2026
AMES NATIONAL CORP History Reduced 6,052 1,755 1.03% 1.06% 637 -335 -5.25% Q4 2025 Feb 13, 2026
Summit Trail Advisors, LLC History Added to 6,048 1,754 0.03% 0.02% 638 +290 5.04% Q4 2025 Feb 17, 2026
Claro Advisors Inc. History Added to 6,027 1,748 0.24% 0.25% 639 +5 0.08% Q4 2025 Feb 17, 2026
Agate Pass Investment Management, LLC History Reduced 6,025 1,747 0.65% 0.7% 640 -550 -8.37% Q4 2025 Jan 08, 2026
MUFG SECURITIES AMERICAS INC. History Reduced 6,009 1,742 0.11% 0.11% 641 -63 -1.04% Q4 2025 Feb 13, 2026
Twin Tree Management, LP History Reduced 6,000 1,740 0.02% 0.16% 642 -129,200 -95.56% Q4 2025 Feb 11, 2026
Kathmere Capital Management, LLC History Added to 5,991 1,737 0.12% 0.11% 643 +397 7.1% Q4 2025 Jan 13, 2026
Johnson Financial Group, Inc. History Reduced 5,965 1,730 0.06% 0.08% 644 -1,428 -19.32% Q4 2025 Feb 12, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 5,950 1,725 0.11% 0.11% 645 0 0.0% Q4 2025 Feb 10, 2026
Gen-Wealth Partners Inc History Added to 5,946 1,724 0.55% 0.55% 646 +164 2.84% Q4 2025 Feb 13, 2026
Pensionfund Sabic History No change 5,900 1,711 0.46% 0.45% 647 0 0.0% Q4 2025 Jan 12, 2026
Dynamic Technology Lab Private Ltd History Added to 5,884 1,707 0.39% 0.11% 648 +3,582 155.6% Q4 2025 Feb 13, 2026
Meiji Yasuda Asset Management Co Ltd. History Reduced 5,856 1,698 0.08% 0.08% 649 -21 -0.36% Q4 2025 Feb 06, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 5,817 1,687 0.04% 0.04% 650 -60 -1.02% Q4 2025 Jan 07, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 5,803 1,683 0.02% 0.02% 651 +321 5.86% Q4 2025 Feb 09, 2026
Board of the Pension Protection Fund History Added to 5,760 1,670 1.59% 1.39% 652 +660 12.94% Q4 2025 Jan 06, 2026
Net Worth Advisory Group History Added to 5,744 1,666 0.34% 0.38% 653 +1,083 23.24% Q4 2025 Jan 14, 2026
TRUST CO OF VERMONT History Added to 5,708 1,655 0.07% 0.07% 654 +282 5.2% Q4 2025 Jan 16, 2026
Corsicana & Co. History No change 5,709 1,655 0.93% 0.9% 655 0 0.0% Q4 2025 Jan 07, 2026
Integrated Wealth Concepts LLC History Reduced 5,693 1,651 0.02% 0.02% 657 -3,339 -36.97% Q4 2025 Feb 13, 2026
Sciencast Management LP History Reduced 5,694 1,651 0.23% 0.32% 656 -340 -5.63% Q4 2025 Feb 17, 2026
PARAGON CAPITAL MANAGEMENT INC History Reduced 5,601 1,624 1.26% 1.31% 658 -695 -11.04% Q4 2025 Jan 23, 2026
HighMark Wealth Management LLC History Added to 5,588 1,620 0.66% 0.69% 659 +12 0.22% Q4 2025 Feb 05, 2026
TCW GROUP INC History New 5,584 1,619 0.01% — 660 +5,584 New Q4 2025 Feb 17, 2026
MB, LEVIS & ASSOCIATES, LLC History Reduced 5,580 1,618 0.68% 0.7% 661 -181 -3.14% Q4 2025 Jan 14, 2026
South Dakota Investment Council History Reduced 5,570 1,616 0.03% 0.03% 662 -360 -6.07% Q4 2025 Feb 12, 2026
Phoenix Financial Ltd. History Reduced 5,550 1,609 0.02% 0.02% 663 -145 -2.55% Q4 2025 Feb 05, 2026
DAVENPORT & Co LLC History Added to 5,533 1,604 0.01% 0.01% 664 +828 17.6% Q4 2025 Jan 12, 2026
BENJAMIN EDWARDS INC History Reduced 5,529 1,604 0.02% 0.02% 665 -365 -6.19% Q4 2025 Feb 02, 2026
WEALTH ALLIANCE, LLC History Reduced 5,533 1,604 0.16% 0.16% 666 -4 -0.07% Q4 2025 Feb 13, 2026
CORNERCAP INVESTMENT COUNSEL INC History Reduced 5,521 1,601 0.79% 0.78% 667 -72 -1.29% Q4 2025 Feb 13, 2026
Magnetar Financial LLC History New 5,497 1,594 0.02% — 668 +5,497 New Q4 2025 Feb 17, 2026
Equitable Holdings, Inc. History Added to 5,468 1,586 0.01% 0.01% 669 +972 21.62% Q4 2025 Feb 17, 2026
Rydar Equities, Inc. History Added to 5,445 1,579 1.23% 1.07% 670 +642 13.37% Q4 2025 Jan 21, 2026
Churchill Financial Advisors, LLC History New 5,436 1,576 0.48% — 671 +5,436 New Q4 2025 Feb 09, 2026
CIBC WORLD MARKET INC. History Added to 5,417 1,571 0.0% 0.0% 672 +3,033 127.22% Q4 2025 Feb 10, 2026
Elmwood Wealth Management, Inc. History Reduced 5,408 1,568 0.5% 0.54% 673 -20 -0.37% Q4 2025 Jan 08, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 5,403 1,567 0.02% 0.02% 674 +1,016 23.16% Q4 2025 Feb 10, 2026
NATURAL INVESTMENTS, LLC History Reduced 5,398 1,565 0.39% 0.71% 675 -4,872 -47.44% Q4 2025 Jan 23, 2026
Waverly Advisors, LLC History Reduced 5,367 1,556 0.01% 0.02% 677 -142 -2.58% Q4 2025 Feb 17, 2026
ARVEST INVESTMENTS, INC. History Reduced 5,364 1,556 0.22% 0.22% 676 -50 -0.92% Q4 2025 Jan 20, 2026
Pallas Capital Advisors LLC History Added to 5,293 1,535 0.05% 0.05% 678 +99 1.91% Q4 2025 Jan 14, 2026
Glenview Trust Co History Added to 5,285 1,532 0.02% 0.02% 680 +27 0.51% Q4 2025 Feb 09, 2026
Roundview Capital LLC History Added to 5,283 1,532 0.09% 0.09% 679 +18 0.34% Q4 2025 Feb 09, 2026
V-Square Quantitative Management LLC History New 5,278 1,530 0.16% — 681 +5,278 New Q4 2025 Jan 22, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Added to 5,273 1,529 0.07% 0.03% 682 +2,163 69.55% Q4 2025 Feb 17, 2026
LOWE BROCKENBROUGH & CO INC History Reduced 5,254 1,523 0.07% 0.08% 683 -144 -2.67% Q4 2025 Feb 11, 2026
SUMITOMO LIFE INSURANCE CO History Added to 5,236 1,518 0.04% 0.05% 684 +35 0.67% Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 5,231 1,517 0.03% 0.03% 685 -776 -12.92% Q4 2025 Jan 16, 2026
Haverford Trust Co History Added to 5,210 1,511 0.01% 0.01% 686 +35 0.68% Q4 2025 Feb 13, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 5,165 1,498 0.09% 0.08% 687 0 0.0% Q4 2025 Jan 23, 2026
Providence Wealth Advisors, LLC History Added to 5,118 1,486 0.93% 0.86% 688 +30 0.59% Q4 2025 Feb 06, 2026
Institute for Wealth Management, LLC. History Reduced 5,111 1,482 0.16% 0.15% 689 -29 -0.56% Q4 2025 Jan 27, 2026
Joel Isaacson & Co., LLC History Added to 5,106 1,481 0.05% 0.05% 690 +1 0.02% Q4 2025 Jan 30, 2026
Wealthspire Advisors, LLC History Added to 5,104 1,480 0.01% 0.0% 691 +2,294 81.64% Q4 2025 Feb 13, 2026
Summit Global Investments History Reduced 5,096 1,478 0.09% 0.12% 692 -2,241 -30.54% Q4 2025 Feb 18, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 5,090 1,476 0.01% 0.01% 693 +955 23.1% Q4 2025 Jan 14, 2026
J.W. COLE ADVISORS, INC. History Reduced 6,602 1,471 0.04% 0.06% 694 -4,318 -39.54% Q4 2025 Feb 11, 2026
Impact Partnership Wealth, LLC History Added to 5,059 1,467 0.19% 0.16% 695 +1,213 31.54% Q4 2025 Feb 10, 2026
Valeo Financial Advisors, LLC History Added to 5,052 1,465 0.03% 0.03% 696 +67 1.34% Q4 2025 Feb 04, 2026
Kepler Cheuvreux (Suisse) SA History Added to 5,022 1,456 0.08% 0.04% 697 +2,517 100.48% Q4 2025 Feb 04, 2026
Sigma Planning Corp History Reduced 4,973 1,442 0.04% 0.07% 698 -3,236 -39.42% Q4 2025 Jan 30, 2026
Dynamic Advisor Solutions LLC History Reduced 4,971 1,441 0.05% 0.04% 699 -582 -10.48% Q4 2025 Jan 09, 2026
Blue Trust, Inc. History Added to 4,938 1,432 0.02% 0.02% 700 +42 0.86% Q4 2025 Jan 16, 2026
Barden Capital Management, Inc. History Reduced 4,935 1,431 1.18% 1.16% 702 -55 -1.1% Q4 2025 Jan 06, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 4,932 1,431 0.11% 0.11% 701 -10 -0.2% Q4 2025 Jan 20, 2026
PLIMOTH TRUST CO LLC History Reduced 4,932 1,430 0.32% 0.33% 703 -357 -6.75% Q4 2025 Jan 27, 2026
PRIVATE TRUST CO NA History Reduced 4,915 1,425 0.12% 0.12% 704 -105 -2.09% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History Added to 4,873 1,424 0.05% 0.07% 705 +815 20.08% Q4 2025 Feb 13, 2026
Plato Investment Management Ltd History Reduced 4,839 1,410 0.09% 0.1% 706 -226 -4.46% Q4 2025 Feb 04, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 4,817 1,397 0.14% 0.14% 707 -200 -3.99% Q4 2025 Jan 20, 2026
Procyon Advisors, LLC History Added to 4,806 1,394 0.07% 0.08% 708 +252 5.53% Q4 2025 Jan 07, 2026
Calamos Wealth Management LLC History Added to 4,773 1,384 0.05% 0.05% 709 +299 6.68% Q4 2025 Jan 29, 2026
Geneos Wealth Management Inc. History No change 4,749 1,377 0.03% 0.03% 710 0 0.0% Q4 2025 Jan 28, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 4,744 1,375 0.07% 0.11% 711 -963 -16.87% Q4 2025 Feb 12, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 4,720 1,369 0.38% 0.38% 712 +14 0.3% Q4 2025 Jan 23, 2026
Commonwealth Retirement Investments LLC History Added to 4,689 1,360 0.44% 0.44% 713 +82 1.78% Q4 2025 Feb 11, 2026
Forum Financial Management, LP History Reduced 4,636 1,344 0.02% 0.02% 714 -23 -0.49% Q4 2025 Jan 27, 2026
IFC Advisors LLC History Added to 4,631 1,343 0.2% 0.21% 715 +510 12.38% Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Added to 4,627 1,342 0.11% 0.11% 716 +42 0.92% Q4 2025 Feb 13, 2026
FineMark National Bank & Trust History Reduced 4,627 1,342 0.04% 0.04% 717 -10 -0.22% Q4 2025 Feb 12, 2026
FIDUCIARY TRUST CO History Reduced 4,616 1,338 0.02% 0.02% 718 -1,671 -26.58% Q4 2025 Feb 13, 2026
DELPHI MANAGEMENT INC /MA/ History New 4,603 1,335 1.3% — 719 +4,603 New Q4 2025 Jan 21, 2026
World Investment Advisors History Added to 4,588 1,330 0.02% 0.02% 721 +1,820 65.75% Q4 2025 Mar 12, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 4,587 1,330 0.06% 0.06% 720 +414 9.92% Q4 2025 Feb 11, 2026
Belpointe Asset Management LLC History Reduced 4,549 1,319 0.05% 0.07% 722 -1,999 -30.53% Q4 2025 Jan 27, 2026
BAILARD, INC. History Added to 4,547 1,318 0.03% 0.03% 723 +32 0.71% Q4 2025 Feb 04, 2026
JNBA Financial Advisors History Added to 4,516 1,309 0.11% 0.09% 724 +1,082 31.51% Q4 2025 Jan 26, 2026
Americana Partners, LLC History New 4,481 1,299 0.04% — 725 +4,481 New Q4 2025 Feb 06, 2026
Convergence Investment Partners, LLC History Reduced 4,439 1,287 0.26% 0.32% 726 -743 -14.34% Q4 2025 Feb 05, 2026
STOCK YARDS BANK & TRUST CO History Reduced 4,431 1,285 0.04% 0.04% 727 -100 -2.21% Q4 2025 Jan 21, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 4,424 1,283 0.02% 0.02% 728 -603 -12.0% Q4 2025 Jan 28, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 4,361 1,264 0.52% 0.52% 729 0 0.0% Q4 2025 Feb 04, 2026
HBK Sorce Advisory LLC History Reduced 4,153 1,251 0.03% 0.03% 730 -28 -0.67% Q4 2025 Feb 09, 2026
Hanson & Doremus Investment Management History Reduced 4,302 1,248 0.15% 0.17% 731 -497 -10.36% Q4 2025 Jan 20, 2026
Compound Planning, Inc. History Added to 4,297 1,246 0.04% 0.04% 732 +273 6.78% Q4 2025 Feb 19, 2026
AA Financial Advisors, LLC History Reduced 4,285 1,242 0.23% 0.24% 734 -101 -2.3% Q4 2025 Jan 14, 2026
EQUITABLE TRUST CO History No change 4,285 1,242 0.06% 0.05% 733 0 0.0% Q4 2025 Feb 02, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 4,275 1,240 0.01% 0.01% 735 +1,283 42.88% Q4 2025 Feb 11, 2026
Dorsey & Whitney Trust CO LLC History Reduced 4,270 1,238 0.07% 0.08% 736 -1,273 -22.97% Q4 2025 Feb 11, 2026
Coastal Bridge Advisors, LLC History Reduced 4,258 1,234 0.09% 0.09% 737 -29 -0.68% Q4 2025 Feb 18, 2026
Farringdon Capital, Ltd. History Reduced 4,253 1,233 0.3% 0.43% 738 -1,795 -29.68% Q4 2025 Feb 17, 2026
Tradewinds, LLC. History Added to 4,251 1,232 0.29% 0.28% 739 +87 2.09% Q4 2025 Feb 13, 2026
JB Capital LLC History Added to 4,210 1,221 0.05% 0.05% 740 +6 0.14% Q4 2025 Jan 20, 2026
WEST PACES ADVISORS INC. History Added to 4,202 1,218 0.24% 0.23% 742 +90 2.19% Q4 2025 Jan 21, 2026
Somerset Group LLC History No change 4,303 1,218 0.92% 0.95% 741 0 0.0% Q4 2025 Feb 12, 2026
Tudor Financial Inc. History No change 4,200 1,218 0.62% 0.62% 743 0 0.0% Q4 2025 Feb 13, 2026
Financial Planning Hawaii, Inc. History New 4,190 1,215 0.7% — 744 +4,190 New Q4 2025 Jan 15, 2026
ABNER HERRMAN & BROCK LLC History No change 4,177 1,212 0.12% 0.12% 745 0 0.0% Q4 2025 Jan 06, 2026
Linden Thomas Advisory Services, LLC History Added to 4,163 1,207 0.12% 0.11% 746 +154 3.84% Q4 2025 Jan 16, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 4,131 1,198 0.12% 0.14% 747 -1,942 -31.98% Q4 2025 Jan 12, 2026
Texas Bank & Trust Co History Reduced 4,115 1,193 0.43% 0.44% 748 -50 -1.2% Q4 2025 Feb 06, 2026
Vectors Research Management, LLC History No change 4,100 1,189 0.36% 0.36% 749 0 0.0% Q4 2025 Feb 03, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 4,096 1,188 0.07% 0.06% 750 -23 -0.56% Q4 2025 Feb 10, 2026
Forza Wealth Management, LLC History No change 4,072 1,181 0.43% 0.44% 751 0 0.0% Q4 2025 Feb 02, 2026
Private Wealth Asset Management, LLC History Added to 4,065 1,179 0.13% 0.13% 752 +20 0.49% Q4 2025 Feb 10, 2026
Curi Capital, LLC History Reduced 4,058 1,177 0.02% 0.02% 753 -142 -3.38% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 4,033 1,169 0.01% 0.0% 754 +1,369 51.39% Q4 2025 Jan 26, 2026
SYON CAPITAL LLC History Added to 4,022 1,166 0.06% 0.06% 755 +281 7.51% Q4 2025 Feb 11, 2026
MWA Asset Management History Added to 4,022 1,165 0.65% 0.62% 756 +10 0.25% Q4 2025 Jan 29, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Reduced 4,000 1,160 0.02% 0.02% 758 -74 -1.82% Q4 2025 Feb 09, 2026
COURIER CAPITAL LLC History No change 4,000 1,160 0.07% 0.06% 757 0 0.0% Q4 2025 Jan 29, 2026
Sterneck Capital Management, LLC History No change 4,000 1,160 0.52% 0.52% 759 0 0.0% Q4 2025 Jan 22, 2026
Fifth Third Wealth Advisors LLC History Reduced 3,997 1,159 0.04% 0.04% 760 -96 -2.35% Q4 2025 Jan 15, 2026
Yoffe Investment Management, LLC History No change 3,987 1,156 1.48% 1.45% 761 0 0.0% Q4 2025 Jan 26, 2026
OSSIAM History Reduced 3,954 1,146 0.02% 0.11% 762 -26,890 -87.18% Q4 2025 Feb 13, 2026
JSF Financial, LLC History Added to 3,944 1,144 0.24% 0.24% 763 +40 1.02% Q4 2025 Feb 04, 2026
Westerkirk Capital Inc. History Reduced 3,943 1,143 0.11% 0.13% 764 -157 -3.83% Q4 2025 Feb 11, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 3,933 1,140 0.08% 0.07% 765 +476 13.77% Q4 2025 Feb 02, 2026
Northern Financial Advisors Inc History Reduced 3,906 1,132 1.29% 0.97% 766 -2,727 -41.11% Q4 2025 Jan 27, 2026
Krilogy Financial LLC History Added to 3,994 1,125 0.04% 0.03% 767 +769 23.84% Q4 2025 Jan 27, 2026
Smithfield Trust Co History Added to 3,875 1,123 0.05% 0.05% 768 +172 4.64% Q4 2025 Feb 09, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 3,865 1,121 0.02% 0.02% 769 +65 1.71% Q4 2025 Feb 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 3,838 1,113 0.01% 0.01% 770 +294 8.3% Q4 2025 Feb 10, 2026
Redwood Investment Management, LLC History New 3,783 1,097 0.12% — 771 +3,783 New Q4 2025 Feb 17, 2026
LRT Capital Management, LLC History Reduced 3,779 1,096 0.94% 1.99% 772 -6,979 -64.87% Q4 2025 Feb 13, 2026
Soltis Investment Advisors LLC History Added to 3,759 1,090 0.07% 0.07% 773 +75 2.04% Q4 2025 Apr 02, 2026
Qtron Investments LLC History New 3,729 1,081 0.14% — 774 +3,729 New Q4 2025 Feb 12, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 3,718 1,078 0.02% 0.02% 775 +11 0.3% Q4 2025 Feb 12, 2026
Guardian Partners Inc. History No change 3,647 1,074 0.09% 0.09% 776 0 0.0% Q4 2025 Feb 17, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 3,693 1,071 0.07% 0.07% 777 -25 -0.67% Q4 2025 Jan 28, 2026
PFG Advisors History Reduced 3,688 1,069 0.05% 0.06% 778 -1,489 -28.76% Q4 2025 Jan 27, 2026
AMG National Trust Bank History No change 3,666 1,063 0.03% 0.02% 779 0 0.0% Q4 2025 Jan 30, 2026
Legacy Capital Group California, Inc. History Added to 3,655 1,060 0.26% 0.25% 780 +93 2.61% Q4 2025 Jan 28, 2026
1 NORTH WEALTH SERVICES LLC History No change 3,651 1,059 0.37% 0.42% 781 0 0.0% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Added to 3,624 1,051 0.02% 0.02% 782 +1,607 79.67% Q4 2025 Feb 05, 2026
PFG Investments, LLC History Added to 3,617 1,049 0.05% 0.05% 783 +4 0.11% Q4 2025 Jan 26, 2026
LVW Advisors, LLC History Added to 3,583 1,039 0.11% 0.1% 784 +45 1.27% Q4 2025 Jan 14, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 3,538 1,026 0.3% 0.29% 785 0 0.0% Q4 2025 Feb 04, 2026
Integrated Quantitative Investments LLC History Reduced 3,514 1,019 0.22% 0.28% 786 -8 -0.23% Q4 2025 Feb 12, 2026
Aljian Capital Management, LLC History Added to 3,511 1,018 0.2% 0.2% 787 +7 0.2% Q4 2025 Jan 23, 2026
Marble Wealth, LLC History New 3,509 1,017 0.14% — 788 +3,509 New Q4 2025 Feb 10, 2026
EntryPoint Capital, LLC History Added to 3,499 1,014 0.4% 0.23% 789 +1,360 63.58% Q4 2025 Feb 12, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History New 3,486 1,011 0.02% — 790 +3,486 New Q4 2025 Feb 02, 2026
Wilmington Savings Fund Society, FSB History No change 3,487 1,011 0.02% 0.02% 791 0 0.0% Q4 2025 Feb 12, 2026
PRINCIPAL SECURITIES, INC. History Added to 3,450 1,000 0.02% 0.02% 792 +73 2.16% Q4 2025 Feb 12, 2026
UNION SAVINGS BANK History New 3,447 999 0.43% — 793 +3,447 New Q4 2025 Mar 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 3,441 998 0.0% 0.04% 794 -96,890 -96.57% Q4 2025 Feb 17, 2026
CSS LLC/IL History Added to 3,440 997 0.04% 0.02% 795 +1,640 91.11% Q4 2025 Feb 17, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 3,372 978 0.02% 0.01% 796 +664 24.52% Q4 2025 Jan 07, 2026
TEMA ETFS LLC History Reduced 3,367 976 0.08% 0.08% 798 -8 -0.24% Q4 2025 Jan 16, 2026
Rinkey Investments History No change 3,368 976 0.25% 0.25% 797 0 0.0% Q4 2025 Feb 04, 2026
Minot DeBlois Advisors LLC History Added to 3,358 974 0.87% 0.84% 799 +30 0.9% Q4 2025 Feb 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 3,324 964 0.09% — 800 +3,324 New Q4 2025 Feb 17, 2026
SEARLE & CO. History No change 3,304 958 0.25% 0.24% 801 0 0.0% Q4 2025 Feb 13, 2026
VILLERE ST DENIS J & CO LLC History No change 3,303 958 0.1% 0.09% 802 0 0.0% Q4 2025 Jan 28, 2026
BURNS J W & CO INC/NY History Reduced 3,284 952 0.11% 0.11% 803 -45 -1.35% Q4 2025 Jan 12, 2026
Capital Investment Advisors, LLC History Added to 3,268 947 0.01% 0.01% 805 +473 16.92% Q4 2025 Jan 13, 2026
AR ASSET MANAGEMENT INC History No change 3,264 947 0.19% 0.19% 804 0 0.0% Q4 2025 Feb 09, 2026
Tradition Wealth Management, LLC History Reduced 3,251 943 0.07% 0.07% 807 -97 -2.9% Q4 2025 Feb 11, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 3,251 943 0.09% 0.09% 806 0 0.0% Q4 2025 Jan 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 3,250 942 0.05% 0.04% 808 +973 42.73% Q4 2025 Jan 28, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 3,208 931 0.62% 0.61% 809 -147 -4.38% Q4 2025 Jan 26, 2026
Quad-Cities Investment Group, LLC History Added to 3,213 931 0.38% 0.38% 810 +4 0.12% Q4 2025 Jan 14, 2026
DRW Securities, LLC History Added to 3,211 930 0.02% 0.01% 811 +407 14.51% Q4 2025 Feb 12, 2026
GROUP ONE TRADING LLC History Reduced 3,200 928 0.0% 0.01% 812 -21,000 -86.78% Q4 2025 Feb 12, 2026
NorthRock Partners, LLC History Reduced 3,201 928 0.02% 0.03% 813 -2,149 -40.17% Q4 2025 Feb 17, 2026
ATLAS CAPITAL ADVISORS INC. History New 3,197 927 0.1% — 814 +3,197 New Q4 2025 Feb 13, 2026
Roehl & Yi Investment Advisors, LLC History New 3,189 925 0.37% — 815 +3,189 New Q4 2025 Feb 17, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 3,176 921 0.38% 0.38% 816 -48 -1.49% Q4 2025 Jan 14, 2026
Strategic Advisors LLC History Reduced 3,151 914 0.14% 0.15% 817 -111 -3.4% Q4 2025 Feb 10, 2026
PCM Encore, LLC History New 3,144 912 0.19% — 818 +3,144 New Q4 2025 Feb 13, 2026
FIDELIS CAPITAL PARTNERS, LLC History Added to 3,137 909 0.07% 0.07% 819 +143 4.78% Q4 2025 Feb 09, 2026
Arax Advisory Partners History Reduced 3,121 905 0.03% 0.11% 820 -24,260 -88.6% Q4 2025 Feb 13, 2026
RiverFront Investment Group, LLC History Reduced 3,118 904 0.01% 0.02% 821 -83 -2.59% Q4 2025 Feb 05, 2026
Alpha Cubed Investments, LLC History No change 3,117 904 0.03% 0.03% 822 0 0.0% Q4 2025 Feb 03, 2026
CENTRAL TRUST Co History Reduced 3,113 902 0.02% 0.02% 823 -432 -12.19% Q4 2025 Feb 02, 2026
Evernest Financial Advisors, LLC History Reduced 3,072 899 0.19% 0.24% 824 -41 -1.32% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 3,098 898 0.03% 0.03% 825 +54 1.77% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Added to 3,167 896 0.03% 0.03% 826 +41 1.31% Q4 2025 Jan 08, 2026
Wilson & Boucher Capital Management, LLC History No change 3,088 895 0.59% 0.57% 827 0 0.0% Q4 2025 Feb 05, 2026
DAVIS R M INC History Reduced 3,061 887 0.02% 0.02% 828 -100 -3.16% Q4 2025 Feb 12, 2026
Frank, Rimerman Advisors LLC History Reduced 3,033 879 0.06% 0.05% 829 -11 -0.36% Q4 2025 Jan 15, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 3,023 876 0.04% — 832 +3,023 New Q4 2025 Feb 13, 2026
GC Wealth Management RIA, LLC History Reduced 3,021 876 0.03% 0.05% 831 -2,081 -40.79% Q4 2025 Jan 30, 2026
Mount Lucas Management LP History Added to 3,022 876 0.35% 0.34% 830 +36 1.21% Q4 2025 Feb 05, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History Added to 3,018 875 0.72% 0.67% 833 +293 10.75% Q4 2025 Jan 08, 2026
Connecticut Wealth Management, LLC History Added to 3,019 875 0.04% 0.04% 834 +118 4.07% Q4 2025 Feb 12, 2026
Apollon Wealth Management, LLC History Added to 3,013 873 0.02% 0.01% 835 +177 6.24% Q4 2025 Jan 22, 2026
Pinnacle Bancorp, Inc. History Reduced 3,008 872 0.26% 0.25% 836 -60 -1.96% Q4 2025 Jan 22, 2026
Empower Advisory Group, LLC History Added to 2,990 867 0.0% 0.0% 837 +864 40.64% Q4 2025 Feb 12, 2026
CAMDEN NATIONAL BANK History Reduced 2,978 863 0.12% 0.12% 838 -18 -0.6% Q4 2025 Feb 10, 2026
Annex Advisory Services, LLC History New 2,971 861 0.02% — 839 +2,971 New Q4 2025 Jan 26, 2026
Prime Capital Investment Advisors, LLC History Reduced 2,956 857 0.01% 0.01% 840 -48 -1.6% Q4 2025 Jan 21, 2026
Valtrion Capital Management, LLC History Added to 2,905 842 0.84% 0.85% 841 +70 2.47% Q4 2025 Feb 11, 2026
High Note Wealth, LLC History Reduced 2,902 841 0.16% 0.21% 844 -862 -22.9% Q4 2025 Feb 05, 2026
B. Riley Wealth Advisors, Inc. History Reduced 2,902 841 0.04% 0.04% 843 -438 -13.11% Q4 2025 Feb 17, 2026
BANK OF STOCKTON History No change 2,901 841 0.24% 0.23% 842 0 0.0% Q4 2025 Jan 21, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 2,899 840 0.09% 0.08% 845 0 0.0% Q4 2025 Jan 30, 2026
Gryphon Financial Partners LLC History Added to 2,894 839 0.09% 0.09% 846 +102 3.65% Q4 2025 Jan 08, 2026
Integrated Advisors Network LLC History Reduced 2,891 838 0.04% 0.03% 847 -83 -2.79% Q4 2025 Feb 17, 2026
PUREfi Wealth, LLC History Added to 2,884 836 0.64% 0.57% 848 +240 9.08% Q4 2025 Jan 12, 2026
Checchi Capital Advisers, LLC History Reduced 2,879 835 0.04% 0.04% 850 -44 -1.51% Q4 2025 Jan 27, 2026
Clear Harbor Asset Management, LLC History Added to 2,879 835 0.06% 0.06% 849 +32 1.12% Q4 2025 Feb 10, 2026
StoneX Group Inc. History Added to 2,877 834 0.04% 0.03% 851 +402 16.24% Q4 2025 Feb 12, 2026
Van Hulzen Asset Management, LLC History Reduced 2,877 834 0.06% 0.06% 852 -199 -6.47% Q4 2025 Feb 06, 2026
HUB Investment Partners, LLC History Added to 2,864 830 0.02% 0.02% 853 +176 6.55% Q4 2025 Feb 17, 2026
EASTERN BANK History Added to 2,852 827 0.01% 0.01% 854 +4 0.14% Q4 2025 Jan 14, 2026
CWA Asset Management Group, LLC History Added to 2,827 820 0.03% 0.03% 855 +24 0.86% Q4 2025 Jan 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 2,806 813 0.02% 0.02% 856 +50 1.81% Q4 2025 Feb 12, 2026
Biltmore Family Office, LLC History Added to 2,802 812 0.11% 0.1% 857 +268 10.58% Q4 2025 Feb 04, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 2,765 801 0.2% 0.19% 858 -329 -10.63% Q4 2025 Jan 08, 2026
Baker Ellis Asset Management LLC History Reduced 2,750 797 0.1% 0.1% 859 -169 -5.79% Q4 2025 Jan 21, 2026
Brookstone Capital Management History Added to 2,727 791 0.01% 0.01% 860 +310 12.83% Q4 2025 Jan 15, 2026
CHICAGO TRUST Co NA History Reduced 2,727 790 0.12% 0.11% 861 -232 -7.84% Q4 2025 Feb 17, 2026
SkyOak Wealth, LLC History No change 2,721 789 0.14% 0.14% 862 0 0.0% Q4 2025 Feb 05, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 2,715 787 0.05% 0.05% 863 0 0.0% Q4 2025 Jan 07, 2026
BRAVE ASSET MANAGEMENT INC History Reduced 2,710 786 0.19% 0.19% 864 -70 -2.52% Q4 2025 Jan 08, 2026
Stokes Family Office, LLC History Added to 2,702 783 0.07% 0.04% 865 +1,212 81.34% Q4 2025 Feb 18, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History Reduced 2,697 782 0.05% 0.05% 866 -110 -3.92% Q4 2025 Feb 17, 2026
Interchange Capital Partners, LLC History Reduced 2,694 781 0.14% 0.15% 867 -16 -0.59% Q4 2025 Jan 30, 2026
MONECO ADVISORS, LLC History Added to 2,692 780 0.06% 0.05% 868 +357 15.29% Q4 2025 Feb 04, 2026
ASSOCIATED BANC-CORP History Reduced 2,688 779 0.02% 0.02% 869 -46 -1.68% Q4 2025 Feb 06, 2026
Aries Wealth Management History No change 2,658 770 0.17% 0.18% 870 0 0.0% Q4 2025 Jan 30, 2026
Inlet Private Wealth, LLC History No change 2,651 769 0.18% 0.17% 871 0 0.0% Q4 2025 Jan 21, 2026
Legacy Capital Wealth Partners, LLC History Reduced 2,625 761 0.16% 0.18% 872 -295 -10.1% Q4 2025 Jan 16, 2026
WELCH & FORBES LLC History No change 2,611 757 0.01% 0.01% 873 0 0.0% Q4 2025 Feb 10, 2026
ORRSTOWN FINANCIAL SERVICES INC History No change 2,611 757 0.13% 0.12% 874 0 0.0% Q4 2025 Jan 15, 2026
Legacy Financial Group LLC History Reduced 2,544 751 0.09% 0.1% 875 -66 -2.53% Q4 2025 Feb 05, 2026
Anchor Investment Management, LLC History Reduced 2,567 744 0.06% 0.07% 876 -318 -11.02% Q4 2025 Feb 26, 2026
FIRST NATIONAL BANK SIOUX FALLS History No change 2,548 739 0.22% 0.22% 877 0 0.0% Q4 2025 Jan 30, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 2,544 737 0.02% 0.02% 880 +250 10.9% Q4 2025 Jan 12, 2026
PARK NATIONAL CORP /OH/ History Reduced 2,541 737 0.02% 0.02% 878 -31 -1.21% Q4 2025 Jan 05, 2026
MATHER GROUP, LLC. History Added to 2,543 737 0.01% 0.01% 879 +30 1.19% Q4 2025 Jan 13, 2026
NorthCrest Asset Manangement, LLC History Added to 2,559 736 0.02% 0.02% 881 +156 6.49% Q4 2025 Jan 08, 2026
Stiles Financial Services Inc History Added to 2,537 735 0.23% 0.22% 882 +6 0.24% Q4 2025 Feb 03, 2026
True Vision MN LLC History No change 2,532 734 0.37% 0.37% 883 0 0.0% Q4 2025 Jan 14, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 2,530 733 0.02% 0.02% 884 +16 0.64% Q4 2025 Feb 03, 2026
WEDBUSH SECURITIES INC History Added to 2,525 732 0.02% 0.02% 885 +368 17.06% Q4 2025 Feb 12, 2026
Trust Asset Management LLC History Reduced 2,524 732 0.05% 0.05% 886 -95 -3.63% Q4 2025 Jan 13, 2026
BEACON INVESTMENT ADVISORS LLC History No change 2,507 727 0.29% 0.29% 887 0 0.0% Q4 2025 Feb 17, 2026
Bank of New Hampshire History New 2,503 726 0.16% — 889 +2,503 New Q4 2025 Mar 16, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 2,504 726 0.0% 0.01% 888 -512 -16.98% Q4 2025 Feb 17, 2026
Measured Wealth Private Client Group, LLC History Added to 2,497 724 0.19% 0.17% 890 +171 7.35% Q4 2025 Feb 10, 2026
Boston Trust Walden Corp History No change 2,486 721 0.01% 0.01% 891 0 0.0% Q4 2025 Jan 28, 2026
Mendel Money Management History Reduced 2,482 719 0.3% 0.32% 893 -260 -9.48% Q4 2025 Jan 29, 2026
FRANKLIN STREET ADVISORS INC /NC History No change 2,479 719 0.04% 0.04% 892 0 0.0% Q4 2025 Jan 21, 2026
Abacus Wealth Partners, LLC History New 2,469 716 0.07% — 894 +2,469 New Q4 2025 Feb 05, 2026
EVOKE WEALTH, LLC History Added to 2,468 715 0.01% 0.01% 895 +15 0.61% Q4 2025 Feb 06, 2026
Berger Financial Group, Inc History Reduced 2,457 712 0.04% 0.05% 896 -635 -20.54% Q4 2025 Jan 27, 2026
Summit Financial, LLC History Reduced 2,444 709 0.01% 0.01% 897 -148 -5.71% Q4 2025 Feb 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 2,445 709 0.05% 0.05% 898 +25 1.03% Q4 2025 Feb 12, 2026
Crestwood Advisors Group, LLC History Added to 2,432 705 0.01% 0.01% 899 +515 26.86% Q4 2025 Feb 03, 2026
Modera Wealth Management, LLC History Reduced 2,428 704 0.01% 0.01% 900 -20 -0.82% Q4 2025 Jan 21, 2026
Alhambra Investment Management LLC History Added to 2,420 701 0.33% 0.32% 901 +20 0.83% Q4 2025 Jan 15, 2026
Essex Bank History Reduced 2,406 697 0.15% 0.15% 902 -53 -2.16% Q4 2025 Feb 02, 2026
River Wealth Advisors LLC History Added to 2,403 696 0.08% 0.07% 903 +239 11.04% Q4 2025 Feb 13, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 2,400 696 0.2% 0.2% 904 0 0.0% Q4 2025 Jan 22, 2026
Financial Engines Advisors L.L.C. History Added to 2,399 695 0.0% 0.0% 905 +140 6.2% Q4 2025 Feb 12, 2026
Journey Advisory Group, LLC History Reduced 2,395 694 0.06% 0.05% 906 -100 -4.01% Q4 2025 Jan 27, 2026
Baron Wealth Management LLC History Added to 2,388 692 0.21% 0.22% 907 +4 0.17% Q4 2025 Jan 14, 2026
REXFORD CAPITAL INC History Reduced 2,379 690 0.52% 0.51% 908 -3 -0.13% Q4 2025 Feb 17, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 2,370 687 0.22% 0.21% 909 0 0.0% Q4 2025 Jan 27, 2026
Caitong International Asset Management Co., Ltd History Added to 2,366 686 0.17% 0.07% 910 +1,991 530.93% Q4 2025 Mar 03, 2026
Quantitative Investment Management, LLC History Reduced 2,362 685 0.07% 0.13% 911 -1,087 -31.52% Q4 2025 Feb 17, 2026
Premier Path Wealth Partners, LLC History Added to 2,357 683 0.09% 0.07% 912 +534 29.29% Q4 2025 Jan 22, 2026
Harbour Capital Advisors, LLC History No change 2,391 681 0.14% 0.14% 913 0 0.0% Q4 2025 Jan 07, 2026
Salvus Wealth Management, LLC History Added to 2,341 679 0.38% 0.36% 914 +15 0.64% Q4 2025 Jan 12, 2026
1620 INVESTMENT ADVISORS, INC. History Reduced 2,339 678 0.45% 0.44% 915 -1 -0.04% Q4 2025 Feb 05, 2026
EVOLVE PRIVATE WEALTH, LLC History New 2,329 675 0.04% — 917 +2,329 New Q4 2025 Feb 17, 2026
Heritage Wealth Management, Inc. History No change 2,330 675 0.19% 0.19% 916 0 0.0% Q4 2025 Jan 26, 2026
Stratos Wealth Partners, LTD. History Reduced 2,325 674 0.01% 0.01% 918 -102 -4.2% Q4 2025 Jan 20, 2026
WJ Financial Advisors LLC History Reduced 2,326 674 0.6% 0.64% 919 -23 -0.98% Q4 2025 Feb 02, 2026
LMCG INVESTMENTS, LLC History Reduced 2,315 671 0.04% 0.04% 921 -17 -0.73% Q4 2025 Feb 03, 2026
FOUNDATION RESOURCE MANAGEMENT INC History No change 2,315 671 0.09% 0.09% 920 0 0.0% Q4 2025 Jan 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 2,296 666 0.01% 0.01% 922 +352 18.11% Q4 2025 Jan 27, 2026
Kestra Investment Management, LLC History Added to 2,292 664 0.02% 0.02% 923 +99 4.51% Q4 2025 Feb 09, 2026
Fisher Asset Management, LLC History Added to 2,266 657 0.0% 0.0% 924 +54 2.44% Q4 2025 Feb 09, 2026
Stegent Equity Advisors, Inc. History Added to 2,267 657 0.51% 0.51% 925 +29 1.3% Q4 2025 Jan 14, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,263 656 0.0% 0.0% 926 +346 18.05% Q4 2025 Feb 12, 2026
Sky Investment Group LLC History Reduced 2,258 654 0.11% 0.11% 927 -33 -1.44% Q4 2025 Jan 14, 2026
Sound View Wealth Advisors Group, LLC History Reduced 2,245 651 0.04% 0.05% 928 -215 -8.74% Q4 2025 Jan 08, 2026
WEIK CAPITAL MANAGEMENT History No change 2,235 648 0.24% 0.23% 929 0 0.0% Q4 2025 Feb 11, 2026
Henrickson Nauta Wealth Advisors, Inc. History Added to 2,272 647 0.1% 0.13% 930 +834 58.0% Q4 2025 Jan 07, 2026
WHI TRUST Co LLC History New 2,222 644 0.5% — 931 +2,222 New Q4 2025 Feb 05, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 2,217 643 0.07% 0.07% 932 0 0.0% Q4 2025 Feb 09, 2026
Fideuram Asset Management (Ireland) dac History New 2,507 641 0.05% — 934 +2,507 New Q4 2025 Feb 10, 2026
Aprio Wealth Management, LLC History Added to 2,212 641 0.04% 0.04% 933 +663 42.8% Q4 2025 Jan 29, 2026
Larson Financial Group LLC History Reduced 2,207 640 0.02% 0.02% 935 -199 -8.27% Q4 2025 Feb 06, 2026
OpenArc Corporate Advisory, LLC History New 2,198 637 0.01% — 936 +2,198 New Q4 2025 Feb 13, 2026
Williams Jones Wealth Management, LLC. History Added to 2,194 636 0.01% 0.01% 937 +31 1.43% Q4 2025 Feb 13, 2026
City State Bank History No change 2,186 634 0.17% 0.18% 938 0 0.0% Q4 2025 Jan 28, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 2,172 629 0.03% 0.03% 939 -20 -0.91% Q4 2025 Feb 09, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 2,161 627 0.09% 0.09% 940 -61 -2.75% Q4 2025 Jan 20, 2026
Cornell Pochily Investment Advisors, Inc. History Added to 2,131 618 0.18% 0.14% 941 +485 29.47% Q4 2025 Jan 20, 2026
SAX WEALTH ADVISORS, LLC History Reduced 2,133 618 0.03% 0.03% 942 -24 -1.11% Q4 2025 Jan 12, 2026
Madison Asset Management, LLC History Reduced 2,126 616 0.01% 0.01% 944 -564 -20.97% Q4 2025 Feb 04, 2026
Keystone Financial Group History Added to 2,125 616 0.05% 0.05% 945 +14 0.66% Q4 2025 Feb 06, 2026
SouthState Bank Corp History Added to 2,127 616 0.03% 0.03% 943 +4 0.19% Q4 2025 Feb 11, 2026
Financiere des Professionnels - Fonds d'investissement inc. History New 2,111 612 0.03% — 946 +2,111 New Q4 2025 Feb 11, 2026
APPLETON PARTNERS INC/MA History Added to 2,107 611 0.04% 0.03% 947 +425 25.27% Q4 2025 Jan 09, 2026
Bridgewater Advisors Inc. History Added to 2,253 609 0.04% 0.04% 948 +25 1.12% Q4 2025 Jan 23, 2026
Ledyard National Bank History No change 2,097 608 0.05% 0.05% 949 0 0.0% Q4 2025 Jan 21, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 2,088 605 0.05% 0.05% 951 -360 -14.71% Q4 2025 Jan 23, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 2,086 605 0.0% 0.0% 950 +201 10.66% Q4 2025 Feb 12, 2026
Lifeworks Advisors, LLC History Added to 2,080 603 0.08% 0.08% 953 +20 0.97% Q4 2025 Feb 13, 2026
West Family Investments, Inc. History No change 2,079 603 0.14% 19.63% 952 0 0.0% Q4 2025 Feb 11, 2026
Florida Trust Wealth Management Co History Reduced 2,068 599 0.02% 0.02% 954 -90 -4.17% Q4 2025 Jan 20, 2026
MOODY LYNN & LIEBERSON, LLC History Added to 2,062 598 0.03% 0.03% 955 +1 0.05% Q4 2025 Jan 15, 2026
Aureus Asset Management, LLC History Reduced 2,058 596 0.04% 0.05% 956 -530 -20.48% Q4 2025 Feb 17, 2026
Diligent Investors, LLC History No change 2,056 596 0.15% 0.15% 957 0 0.0% Q4 2025 Jan 23, 2026
Fortis Group Advisors, LLC History Added to 2,094 595 0.1% 0.1% 958 +8 0.38% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 2,050 594 0.04% 0.05% 960 -74 -3.48% Q4 2025 Feb 03, 2026
Mutual Advisors, LLC History Added to 2,049 594 0.01% 0.01% 959 +58 2.91% Q4 2025 Feb 02, 2026
SHP Wealth Management History New 2,037 591 0.05% — 962 +2,037 New Q4 2025 Mar 04, 2026
Avantax Planning Partners, Inc. History Reduced 2,039 591 0.02% 0.02% 961 -125 -5.78% Q4 2025 Feb 05, 2026
United Community Bank History Reduced 2,028 588 0.22% 0.2% 963 -240 -10.58% Q4 2025 Jan 30, 2026
BEARING POINT CAPITAL, LLC History No change 2,019 585 0.09% 0.1% 964 0 0.0% Q4 2025 Feb 10, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 2,015 584 0.28% 0.27% 965 0 0.0% Q4 2025 Feb 12, 2026
EverSource Wealth Advisors, LLC History Reduced 2,012 583 0.02% 0.02% 966 -222 -9.94% Q4 2025 Feb 06, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 2,013 583 0.08% 0.07% 967 0 0.0% Q4 2025 Feb 10, 2026
DEFINED WEALTH MANAGEMENT, LLC History Added to 2,009 582 0.34% 0.32% 968 +5 0.25% Q4 2025 Jan 15, 2026
RWA WEALTH PARTNERS, LLC History Added to 2,001 580 0.01% 0.0% 970 +557 38.57% Q4 2025 Feb 12, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Reduced 2,001 580 0.36% 0.36% 971 -14 -0.69% Q4 2025 Feb 04, 2026
Finward Bancorp History No change 2,000 580 0.45% 0.42% 969 0 0.0% Q4 2025 Jan 21, 2026
Ameritas Investment Partners, Inc. History Reduced 1,996 578 0.02% 0.02% 972 -56 -2.73% Q4 2025 Feb 11, 2026
Parkside Financial Bank & Trust History Added to 1,994 578 0.04% 0.04% 973 +44 2.26% Q4 2025 Feb 13, 2026
United Capital Management of KS, Inc. History Reduced 1,983 575 0.08% 0.08% 975 -46 -2.27% Q4 2025 Feb 17, 2026
FARMERS TRUST CO History No change 1,984 575 0.09% 0.1% 974 0 0.0% Q4 2025 Jan 06, 2026
Burns Matteson Capital Management, LLC History New 1,978 573 0.2% — 977 +1,978 New Q4 2025 Jan 15, 2026
JOURNEY STRATEGIC WEALTH LLC History Added to 1,976 573 0.02% 0.02% 978 +4 0.2% Q4 2025 Feb 13, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 1,978 573 0.09% 0.09% 976 0 0.0% Q4 2025 Jan 28, 2026
PDS Planning, Inc History Added to 1,973 572 0.04% 0.04% 979 +11 0.56% Q4 2025 Jan 26, 2026
BROWN WEALTH MANAGEMENT, LLC History Added to 1,960 568 0.15% 0.15% 980 +7 0.36% Q4 2025 Feb 06, 2026
Strategic Family Wealth Counselors, L.L.C. History New 2,083 561 0.13% — 981 +2,083 New Q4 2025 Feb 04, 2026
Sageworth Trust Co of South Dakota History Reduced 1,934 560 0.46% 0.61% 983 -374 -16.2% Q4 2025 Jan 30, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 1,931 560 0.04% 0.04% 982 0 0.0% Q4 2025 Feb 04, 2026
Sivia Capital Partners, LLC History Added to 1,921 557 0.11% 0.14% 984 +171 9.77% Q4 2025 Feb 10, 2026
SPINNAKER TRUST History No change 1,905 552 0.03% 0.03% 985 0 0.0% Q4 2025 Feb 10, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History Reduced 1,900 551 0.0% 0.0% 987 -300 -13.64% Q4 2025 Feb 17, 2026
LSV ASSET MANAGEMENT History No change 1,900 551 0.0% 0.0% 986 0 0.0% Q4 2025 Feb 06, 2026
Mechanics Bank Trust Department History No change 1,900 551 0.07% 0.07% 988 0 0.0% Q4 2025 Jan 14, 2026
Ponta Wealth Partners, LLC History New 1,899 550 0.51% — 989 +1,899 New Q4 2025 Feb 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Reduced 1,893 549 0.07% 0.06% 990 -14 -0.73% Q4 2025 Feb 13, 2026
Peak Asset Management, LLC History No change 1,869 542 0.09% 0.09% 991 0 0.0% Q4 2025 Feb 05, 2026
4WEALTH ADVISORS, INC. History Added to 1,868 541 0.46% 0.45% 993 +46 2.52% Q4 2025 Jan 21, 2026
Chicago Partners Investment Group LLC History Added to 1,949 541 0.01% 0.01% 992 +36 1.88% Q4 2025 Jan 28, 2026
Stockman Wealth Management, Inc. History Reduced 1,862 540 0.06% 0.06% 995 -4 -0.21% Q4 2025 Jan 29, 2026
BANK OF HAWAII History No change 1,863 540 0.03% 0.03% 994 0 0.0% Q4 2025 Mar 03, 2026
CAHABA WEALTH MANAGEMENT, INC. History Added to 1,859 539 0.04% 0.04% 996 +5 0.27% Q4 2025 Jan 07, 2026
Thomasville National Bank History Reduced 1,841 534 0.03% 0.03% 997 -29 -1.55% Q4 2025 Jan 26, 2026
Employees Retirement System of Texas History No change 1,836 533 0.0% 0.0% 998 0 0.0% Q4 2025 Feb 09, 2026
Indivisible Partners History New 1,833 531 0.06% — 999 +1,833 New Q4 2025 Feb 03, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 1,820 527 0.01% 0.01% 1001 -419 -18.71% Q4 2025 Feb 19, 2026
Texas Capital Bank Wealth Management Services Inc History Added to 1,818 527 0.03% 0.04% 1000 +3 0.17% Q4 2025 Feb 09, 2026
PIN OAK INVESTMENT ADVISORS INC History Reduced 1,745 526 0.37% 0.4% 1002 -271 -13.44% Q4 2025 Feb 13, 2026
OFI INVEST ASSET MANAGEMENT History Added to 1,923 525 0.01% 0.0% 1003 +1,375 250.91% Q4 2025 Jan 22, 2026
Savvy Advisors, Inc. History Added to 1,811 525 0.02% 0.02% 1004 +149 8.97% Q4 2025 Jan 20, 2026
Total Wealth Planning & Management, Inc. History New 1,809 524 0.39% — 1006 +1,809 New Q4 2025 Feb 11, 2026
Clarius Group, LLC History Reduced 1,807 524 0.03% 0.04% 1005 -396 -17.98% Q4 2025 Jan 14, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 1,800 522 0.02% 0.02% 1007 0 0.0% Q4 2025 Feb 04, 2026
Southeast Asset Advisors, LLC History No change 1,800 522 0.05% 0.05% 1008 0 0.0% Q4 2025 Feb 13, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 1,790 519 0.08% 0.08% 1010 +56 3.23% Q4 2025 Jan 22, 2026
Advisors Capital Management, LLC History Reduced 1,790 519 0.01% 0.01% 1009 -28 -1.54% Q4 2025 Jan 29, 2026
EARNED WEALTH ADVISORS, LLC History Added to 1,787 518 0.17% 0.06% 1011 +581 48.18% Q4 2025 Jan 27, 2026
Segment Wealth Management, LLC History Added to 1,784 517 0.03% 0.03% 1012 +210 13.34% Q4 2025 Jan 29, 2026
MidFirst Bank History New 1,782 516 0.04% — 1013 +1,782 New Q4 2025 Feb 25, 2026
DRIVE WEALTH MANAGEMENT, LLC History Added to 1,774 514 0.1% 0.1% 1014 +23 1.31% Q4 2025 Feb 04, 2026
Modern Wealth Management, LLC History Added to 1,771 513 0.01% 0.01% 1015 +34 1.96% Q4 2025 Feb 17, 2026
HAMEL ASSOCIATES, INC. History Added to 1,764 511 0.15% 0.13% 1016 +269 17.99% Q4 2025 Feb 11, 2026
Valley Brook Capital Group, Inc. History Reduced 1,759 510 0.34% 0.36% 1017 -159 -8.29% Q4 2025 Jan 23, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 1,755 509 0.11% 0.12% 1018 0 0.0% Q4 2025 Feb 11, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 1,750 507 0.03% 0.03% 1019 0 0.0% Q4 2025 Feb 12, 2026
WESBANCO BANK INC History Reduced 1,744 505 0.01% 0.01% 1020 -1 -0.06% Q4 2025 Feb 03, 2026
Beverly Hills Private Wealth, LLC History No change 1,737 503 0.09% 0.09% 1021 0 0.0% Q4 2025 Feb 17, 2026
Sylvest Advisors, LLC History No change 1,735 503 0.27% 0.26% 1022 0 0.0% Q4 2025 Jan 20, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 1,729 501 0.01% 0.04% 1023 -3,917 -69.38% Q4 2025 Feb 13, 2026
VestGen Advisors, LLC History Added to 1,729 501 0.02% 0.02% 1024 +58 3.47% Q4 2025 Feb 17, 2026
Pavion Blue Capital, LLC History No change 1,724 500 0.21% 0.21% 1025 0 0.0% Q4 2025 Jan 27, 2026
SYM FINANCIAL Corp History Added to 1,723 499 0.05% 0.05% 1026 +12 0.7% Q4 2025 Feb 13, 2026
Destination Wealth Management History Reduced 1,723 499 0.01% 0.01% 1027 -1 -0.06% Q4 2025 Feb 13, 2026
WADDELL & ASSOCIATES, LLC History Added to 1,718 498 0.03% 0.04% 1028 +151 9.64% Q4 2025 Feb 11, 2026
Opus Capital Group, LLC History Reduced 1,715 497 0.05% 0.06% 1029 -230 -11.83% Q4 2025 Jan 30, 2026
Busey Bank History Added to 1,706 494 0.01% 0.01% 1031 +43 2.59% Q4 2025 Jan 27, 2026
NEVILLE RODIE & SHAW INC History No change 1,700 494 0.03% 0.03% 1030 0 0.0% Q4 2025 Jan 06, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 1,701 493 0.02% 0.03% 1032 -503 -22.82% Q4 2025 Jan 21, 2026
INVESCO, LLC History Reduced 1,687 489 0.16% 0.17% 1033 -152 -8.27% Q4 2025 Jan 20, 2026
CENTAURUS FINANCIAL, INC. History Reduced 1,683 488 0.02% 0.02% 1034 -14 -0.82% Q4 2025 Feb 13, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Reduced 1,670 484 0.08% 0.08% 1035 -50 -2.91% Q4 2025 Jan 29, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History Reduced 1,664 482 0.02% 0.02% 1037 -183 -9.91% Q4 2025 Jan 14, 2026
AdvisorNet Financial, Inc History Added to 1,665 482 0.03% 0.02% 1036 +182 12.27% Q4 2025 Jan 20, 2026
Optimize Financial Inc History Added to 1,660 481 0.24% 0.24% 1039 +20 1.22% Q4 2025 Feb 09, 2026
NIXON PEABODY TRUST CO History No change 1,659 481 0.04% 0.03% 1038 0 0.0% Q4 2025 Feb 06, 2026
Canandaigua National Trust Co of Florida History Reduced 1,646 477 0.3% 0.36% 1040 -2 -0.12% Q4 2025 Jan 30, 2026
Cynosure Group, LLC History New 1,644 476 0.05% — 1041 +1,644 New Q4 2025 Feb 17, 2026
SeaCrest Wealth Management, LLC History Reduced 1,674 473 0.05% 0.05% 1042 -139 -7.67% Q4 2025 Jan 12, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 1,627 471 0.03% 0.03% 1043 0 0.0% Q4 2025 Jan 22, 2026
AGH Wealth Advisors, LLC History Added to 1,623 470 0.35% 0.33% 1044 +3 0.19% Q4 2025 Feb 04, 2026
Hudson Portfolio Management LLC History No change 1,617 469 0.4% 0.4% 1045 0 0.0% Q4 2025 Feb 13, 2026
COZAD ASSET MANAGEMENT INC History No change 1,606 465 0.04% 0.04% 1046 0 0.0% Q4 2025 Feb 13, 2026
Harvest Fund Management Co., Ltd History No change 1,601 464 0.02% 0.02% 1047 0 0.0% Q4 2025 Feb 11, 2026
Fiduciary Group, LLC History Reduced 1,596 462 0.04% 0.04% 1048 -37 -2.27% Q4 2025 Feb 12, 2026
Avestar Capital, LLC History Added to 1,595 462 0.03% 0.03% 1049 +7 0.44% Q4 2025 Feb 10, 2026
Legacy Financial Advisors, Inc. History Reduced 1,589 461 0.06% 0.06% 1050 -11 -0.69% Q4 2025 Feb 04, 2026
OBERWEIS ASSET MANAGEMENT INC/ History Reduced 1,581 458 0.02% 0.02% 1051 -89 -5.33% Q4 2025 Feb 17, 2026
SOMERVILLE KURT F History No change 1,575 456 0.08% 0.07% 1052 0 0.0% Q4 2025 Feb 17, 2026
UNIVEST FINANCIAL Corp History Added to 1,570 455 0.02% 0.02% 1053 +2 0.13% Q4 2025 Feb 04, 2026
Veracity Capital LLC History Added to 1,567 454 0.13% 0.14% 1054 +18 1.16% Q4 2025 Jan 29, 2026
BURKE & HERBERT BANK & TRUST CO History No change 1,562 453 0.13% 0.09% 1055 0 0.0% Q4 2025 Feb 12, 2026
Community Bank, N.A. History Reduced 1,552 450 0.05% 0.06% 1056 -189 -10.86% Q4 2025 Feb 04, 2026
RIVERSEDGE ADVISORS, LLC History Added to 1,552 450 0.07% 0.07% 1057 +151 10.78% Q4 2025 Jan 07, 2026
Quotient Wealth Partners, LLC History Reduced 1,549 449 0.01% 0.01% 1058 -105 -6.35% Q4 2025 Jan 22, 2026
G2 CAPITAL MANAGEMENT, LLC / OH History Reduced 1,544 447 0.11% 0.11% 1059 -5 -0.32% Q4 2025 Jan 23, 2026
Mesirow Financial Investment Management, Inc. History Reduced 1,537 445 0.01% 0.01% 1060 -879 -36.38% Q4 2025 Feb 05, 2026
Athena Investment Management History Reduced 1,535 445 0.23% 0.24% 1062 -137 -8.19% Q4 2025 Feb 12, 2026
Aaron Wealth Advisors LLC History Added to 1,535 445 0.02% 0.02% 1061 +85 5.86% Q4 2025 Jan 21, 2026
Tradewinds Capital Management, LLC History Reduced 1,532 444 0.09% 0.14% 1063 -683 -30.84% Q4 2025 Jan 14, 2026
State of Wyoming History Reduced 1,531 444 0.05% 0.07% 1064 -549 -26.39% Q4 2025 Feb 11, 2026
Blake Schutter Theil Wealth Advisors, LLC History No change 1,531 444 0.37% 0.42% 1065 0 0.0% Q4 2025 Feb 02, 2026
Glen Eagle Advisors, LLC History Reduced 1,530 443 0.06% 0.07% 1066 -340 -18.18% Q4 2025 Feb 13, 2026
BOSTON FAMILY OFFICE LLC History No change 1,525 442 0.03% 0.03% 1067 0 0.0% Q4 2025 Feb 13, 2026
PATTEN & PATTEN INC/TN History Added to 1,523 441 0.03% 0.02% 1068 +315 26.08% Q4 2025 Feb 03, 2026
Global View Capital Management LLC History Reduced 1,523 441 0.08% 0.09% 1069 -38 -2.43% Q4 2025 Jan 14, 2026
Trueblood Wealth Management, LLC History Added to 1,517 440 0.17% 0.16% 1070 +3 0.2% Q4 2025 Jan 21, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Reduced 1,510 437 0.14% 0.14% 1072 -79 -4.97% Q4 2025 Feb 10, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,509 437 0.02% 0.02% 1071 0 0.0% Q4 2025 Feb 13, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History New 1,506 436 0.03% — 1073 +1,506 New Q4 2025 Feb 17, 2026
CIDEL ASSET MANAGEMENT INC History Reduced 1,501 435 0.03% 0.03% 1076 -233 -13.44% Q4 2025 Jan 21, 2026
FIRST AMERICAN TRUST, FSB History Reduced 1,503 435 0.03% 0.03% 1074 -46 -2.97% Q4 2025 Feb 11, 2026
Randolph Co Inc History No change 1,503 435 0.04% 0.04% 1075 0 0.0% Q4 2025 Feb 11, 2026
EVERPAR ADVISORS LLC History Added to 1,498 434 0.16% 0.13% 1077 +330 28.25% Q4 2025 Jan 07, 2026
BFSG, LLC History Reduced 1,495 433 0.04% 0.04% 1078 -25 -1.64% Q4 2025 Jan 22, 2026
All Terrain Financial Advisors, LLC History No change 1,495 433 0.1% 0.1% 1079 0 0.0% Q4 2025 Feb 11, 2026
Cornerstone Wealth Management, LLC History Added to 1,479 428 0.02% 0.02% 1080 +225 17.94% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 1,475 427 0.01% 0.01% 1081 +10 0.68% Q4 2025 Feb 02, 2026
Howard Capital Management Inc. History Added to 1,472 426 0.01% 0.01% 1082 +7 0.48% Q4 2025 Jan 23, 2026
Welch Group, LLC History Added to 1,467 425 0.02% 0.02% 1083 +17 1.17% Q4 2025 Jan 26, 2026
Wealthcare Advisory Partners LLC History Added to 1,458 422 0.01% 0.01% 1084 +160 12.33% Q4 2025 Jan 14, 2026
Belleair Asset Management, LLC History New 1,447 419 0.4% — 1088 +1,447 New Q4 2025 Jan 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,445 419 0.05% 0.05% 1085 0 0.0% Q4 2025 Jan 22, 2026
Dana Investment Advisors, Inc. History No change 1,446 419 0.01% 0.01% 1086 0 0.0% Q4 2025 Feb 05, 2026
MKT Advisors LLC History No change 1,459 419 0.14% 0.15% 1087 0 0.0% Q4 2025 Jan 08, 2026
Balboa Wealth Partners History Reduced 1,442 418 0.07% 0.08% 1090 -161 -10.04% Q4 2025 Jan 16, 2026
Inscription Capital, LLC History Added to 1,444 418 0.04% 0.04% 1089 +1 0.07% Q4 2025 Jan 29, 2026
Milestones Private Investment Advisors LLC History No change 1,440 417 0.29% 0.27% 1091 0 0.0% Q4 2025 Jan 26, 2026
SmartHarvest Portfolios, LLC History New 1,424 413 0.14% — 1092 +1,424 New Q4 2025 Feb 12, 2026
WASHINGTON TRUST Co History Added to 1,419 411 0.01% 0.01% 1093 +550 63.29% Q4 2025 Feb 10, 2026
WHALEROCK POINT PARTNERS, LLC History Reduced 1,420 411 0.08% 0.1% 1094 -258 -15.38% Q4 2025 Feb 13, 2026
D'Orazio & Associates, Inc. History Added to 1,418 411 0.05% 0.05% 1095 +80 5.98% Q4 2025 Feb 04, 2026
Hickory Point Bank & Trust History No change 1,420 411 0.3% 0.3% 1096 0 0.0% Q4 2025 Jan 12, 2026
NWAM LLC History Reduced 1,422 410 0.02% 0.03% 1097 -297 -17.28% Q4 2025 Feb 04, 2026
ForthRight Wealth Management, LLC History No change 1,413 409 0.12% 0.11% 1098 0 0.0% Q4 2025 Jan 13, 2026
Wellington Shields & Co., LLC History Reduced 1,408 408 0.1% 0.11% 1099 -100 -6.63% Q4 2025 Feb 09, 2026
Great Waters Wealth Management History Added to 1,409 408 0.04% 0.05% 1101 +3 0.21% Q4 2025 Jan 15, 2026
Advisor OS, LLC History Added to 1,410 408 0.03% 0.03% 1100 +1 0.07% Q4 2025 Feb 04, 2026
MITCHELL SINKLER & STARR/PA History No change 1,400 406 0.18% 0.18% 1102 0 0.0% Q4 2025 Feb 11, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 1,397 405 0.03% 0.03% 1103 0 0.0% Q4 2025 Jan 21, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 1,394 404 0.06% 0.06% 1105 +118 9.25% Q4 2025 Jan 12, 2026
McKinley Carter Wealth Services, Inc. History No change 1,393 404 0.02% 0.02% 1104 0 0.0% Q4 2025 Feb 06, 2026
Aspen Investment Management Inc History Reduced 1,388 403 0.12% 0.15% 1106 -18 -1.28% Q4 2025 Feb 06, 2026
Alpine Bank Wealth Management History Reduced 1,390 403 0.06% 0.05% 1107 -1 -0.07% Q4 2025 Jan 15, 2026
Verity Asset Management, Inc. History New 1,386 402 0.17% — 1108 +1,386 New Q4 2025 Jan 30, 2026
Central Pacific Bank - Trust Division History Added to 1,386 402 0.05% 0.03% 1109 +420 43.48% Q4 2025 Jan 07, 2026
TIEMANN INVESTMENT ADVISORS, LLC History Reduced 1,385 401 0.16% 0.15% 1110 -60 -4.15% Q4 2025 Feb 13, 2026
Plancorp, LLC History Added to 1,380 400 0.01% 0.01% 1112 +12 0.88% Q4 2025 Feb 05, 2026
Strategic Financial Services, Inc. History Reduced 1,330 400 0.02% 0.02% 1111 -3 -0.23% Q4 2025 Feb 09, 2026
Legal Advantage Investments, Inc. History Reduced 1,378 399 0.18% 0.17% 1113 -1 -0.07% Q4 2025 Jan 14, 2026
Simmons Bank History Reduced 1,370 397 0.03% 0.03% 1115 -85 -5.84% Q4 2025 Feb 05, 2026
Retirement Planning Group, LLC History Added to 1,371 397 0.01% 0.01% 1114 +2 0.15% Q4 2025 Feb 03, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 1,369 396 0.1% 0.1% 1117 +4 0.29% Q4 2025 Feb 09, 2026
Rathbones Group PLC History No change 1,366 396 0.0% 0.0% 1116 0 0.0% Q4 2025 Feb 06, 2026
TWINBEECH CAPITAL LP History New 1,365 395 0.03% — 1118 +1,365 New Q4 2025 Feb 17, 2026
Turtle Creek Wealth Advisors, LLC History Added to 1,352 392 0.03% 0.03% 1120 +313 30.13% Q4 2025 Jan 28, 2026
WealthPlan Investment Management, LLC History Reduced 1,354 392 0.02% 0.03% 1119 -41 -2.94% Q4 2025 Feb 05, 2026
Beaumont Financial Advisors, LLC History Reduced 1,350 391 0.03% 0.09% 1121 -3,568 -72.55% Q4 2025 Jan 16, 2026
Covestor Ltd History Added to 1,343 389 0.2% 0.12% 1123 +595 79.55% Q4 2025 Feb 06, 2026
INTEGRITY ALLIANCE, LLC. History Added to 1,343 389 0.01% 0.02% 1122 +43 3.31% Q4 2025 Feb 09, 2026
Windsor Capital Management, LLC History Added to 1,339 388 0.11% 0.1% 1124 +15 1.13% Q4 2025 Jan 15, 2026
NBT BANK N A /NY History Reduced 1,335 387 0.02% 0.02% 1125 -1 -0.07% Q4 2025 Jan 23, 2026
Expressive Wealth LLC History New 1,331 386 0.42% — 1127 +1,331 New Q4 2025 Feb 09, 2026
Colonial Trust Co / SC History Reduced 1,333 386 0.05% 0.06% 1126 -151 -10.18% Q4 2025 Feb 12, 2026
Csenge Advisory Group History Reduced 1,330 385 0.02% 0.02% 1128 -20 -1.48% Q4 2025 Feb 06, 2026
RENAISSANCE GROUP LLC History Added to 1,327 384 0.02% 0.01% 1129 +18 1.38% Q4 2025 Feb 11, 2026
Core Alternative Capital History Added to 1,321 383 0.11% 0.1% 1130 +63 5.01% Q4 2025 Feb 02, 2026
WESTPAC BANKING CORP History Added to 1,319 382 0.02% 0.02% 1131 +188 16.62% Q4 2025 Feb 10, 2026
Bison Wealth, LLC History New 1,287 381 0.04% — 1132 +1,287 New Q4 2025 Mar 24, 2026
Monument Capital Management History Added to 1,311 380 0.09% 0.09% 1133 +53 4.21% Q4 2025 Jan 26, 2026
GSA CAPITAL PARTNERS LLP History New 1,308 379 0.03% — 1134 +1,308 New Q4 2025 Feb 06, 2026
Oakworth Capital, Inc. History Added to 1,307 379 0.02% 0.01% 1135 +694 113.21% Q4 2025 Jan 30, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History Added to 1,326 378 0.04% 0.04% 1137 +15 1.14% Q4 2025 Jan 22, 2026
VAN STRUM & TOWNE INC. History No change 1,304 378 0.11% 0.11% 1136 0 0.0% Q4 2025 Feb 03, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 1,297 376 0.03% 0.02% 1139 +142 12.29% Q4 2025 Feb 12, 2026
CATALYST FINANCIAL PARTNERS LLC History Added to 1,297 376 0.04% 0.04% 1140 +68 5.53% Q4 2025 Feb 04, 2026
Somerset Trust Co History Reduced 1,297 376 0.12% 0.11% 1138 -15 -1.14% Q4 2025 Jan 09, 2026
Red Door Wealth Management, LLC History Added to 1,293 375 0.04% 0.04% 1141 +2 0.15% Q4 2025 Jan 20, 2026
Keel Point, LLC History Added to 1,291 374 0.02% 0.02% 1142 +55 4.45% Q4 2025 Feb 12, 2026
Live Oak Private Wealth LLC History No change 1,286 373 0.05% 0.05% 1143 0 0.0% Q4 2025 Jan 23, 2026
SVB WEALTH LLC History Reduced 1,274 369 0.02% 0.02% 1144 -7 -0.55% Q4 2025 Feb 04, 2026
Hilltop Holdings Inc. History Reduced 1,267 367 0.02% 0.14% 1145 -8,111 -86.49% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 1,268 367 0.01% — 1146 +1,268 New Q4 2025 Feb 17, 2026
Wealth Architects, LLC History Added to 1,266 367 0.03% 0.03% 1147 +13 1.04% Q4 2025 Feb 17, 2026
DELTA ASSET MANAGEMENT LLC/TN History Reduced 1,263 366 0.03% 0.03% 1149 -25 -1.94% Q4 2025 Feb 09, 2026
CALDWELL SUTTER CAPITAL, INC. History Added to 1,262 366 0.16% 0.15% 1148 +6 0.48% Q4 2025 Jan 30, 2026
DEARBORN PARTNERS LLC History No change 1,263 366 0.02% 0.02% 1150 0 0.0% Q4 2025 Feb 11, 2026
ST GERMAIN D J CO INC History Reduced 1,261 365 0.01% 0.01% 1151 -80 -5.97% Q4 2025 Jan 29, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 1,259 365 0.06% 0.06% 1152 +22 1.78% Q4 2025 Jan 26, 2026
Syverson Strege & Co History Reduced 1,254 363 0.09% 0.09% 1154 -42 -3.24% Q4 2025 Feb 09, 2026
Liberty Capital Management, Inc. History No change 1,254 363 0.07% 0.07% 1153 0 0.0% Q4 2025 Jan 26, 2026
ADVISORTRUST PARTNERS, LLC History New 1,250 362 0.16% — 1156 +1,250 New Q4 2025 Mar 10, 2026
Plante Moran Financial Advisors, LLC History No change 1,251 362 0.02% 0.02% 1155 0 0.0% Q4 2025 Feb 05, 2026
Livforsakringsbolaget Skandia, Omsesidigt History Reduced 1,248 361 0.01% 0.02% 1157 -334 -21.11% Q4 2025 Feb 11, 2026
Private Capital Management, LLC History New 1,244 360 0.03% — 1159 +1,244 New Q4 2025 Feb 17, 2026
Dynamic Wealth Strategies, LLC History Added to 1,244 360 0.21% 0.19% 1160 +227 22.32% Q4 2025 Feb 04, 2026
BLB&B Advisors, LLC History Reduced 1,241 360 0.02% 0.02% 1158 -73 -5.56% Q4 2025 Jan 26, 2026
Sagewood Asset Management LP History New 1,237 358 0.13% — 1161 +1,237 New Q4 2025 Feb 17, 2026
Caerus Investment Advisors, LLC History Added to 1,236 358 0.12% 0.13% 1164 +52 4.39% Q4 2025 Feb 12, 2026
Santori & Peters, Inc. History No change 1,236 358 0.12% 0.12% 1162 0 0.0% Q4 2025 Jan 15, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 1,236 358 0.13% 0.13% 1163 0 0.0% Q4 2025 Feb 06, 2026
NDVR, Inc. History Reduced 1,233 357 0.3% 0.3% 1167 -49 -3.82% Q4 2025 Feb 12, 2026
SAGE RHINO CAPITAL LLC History No change 1,234 357 0.07% 0.07% 1165 0 0.0% Q4 2025 Jan 30, 2026
WEALTH EFFECTS LLC History No change 1,232 357 0.11% 0.11% 1166 0 0.0% Q4 2025 Jan 26, 2026
One Wealth Advisors, LLC History No change 1,226 355 0.04% 0.04% 1168 0 0.0% Q4 2025 Feb 02, 2026
111 Capital History Added to 1,223 354 0.08% 0.06% 1169 +36 3.03% Q4 2025 Feb 11, 2026
Quent Capital, LLC History Added to 1,218 353 0.03% 0.03% 1170 +29 2.44% Q4 2025 Jan 29, 2026
Sunbelt Securities, Inc. History No change 1,212 351 0.02% 0.02% 1171 0 0.0% Q4 2025 Feb 20, 2026
Ariston Services Group History No change 1,212 351 0.21% 0.2% 1172 0 0.0% Q4 2025 Jan 23, 2026
Caitlin John, LLC History New 1,209 350 0.23% — 1174 +1,209 New Q4 2025 Feb 18, 2026
Diversify Advisory Services, LLC History Added to 1,301 350 0.01% 0.01% 1175 +397 43.92% Q4 2025 Jan 23, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Added to 1,207 350 0.05% 0.05% 1173 +2 0.17% Q4 2025 Jan 23, 2026
QTR Family Wealth, LLC History Reduced 1,169 349 0.15% 0.16% 1176 -33 -2.75% Q4 2025 Feb 13, 2026
ZACKS INVESTMENT MANAGEMENT History New 1,203 348 0.0% — 1179 +1,203 New Q4 2025 Feb 17, 2026
Frec Markets, Inc. History New 1,202 348 0.1% — 1183 +1,202 New Q4 2025 Feb 17, 2026
Old Port Advisors History Added to 1,200 348 0.09% 0.08% 1180 +5 0.42% Q4 2025 Jan 08, 2026
MEANS INVESTMENT CO., INC. History No change 1,200 348 0.03% 0.03% 1177 0 0.0% Q4 2025 Jan 26, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 1,200 348 0.08% 0.08% 1178 0 0.0% Q4 2025 Jan 28, 2026
Enhancing Capital LLC History No change 1,200 348 0.25% 0.25% 1181 0 0.0% Q4 2025 Feb 03, 2026
NESTEGG ADVISORS, INC. History No change 1,203 348 0.3% 0.3% 1182 0 0.0% Q4 2025 Jan 21, 2026
Polymer Capital Management (US) LLC History Reduced 1,199 347 0.04% 0.09% 1184 -1,710 -58.78% Q4 2025 Feb 17, 2026
Fort Point Capital Partners LLC History New 1,274 345 0.04% — 1185 +1,274 New Q4 2025 Feb 13, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 1,186 344 0.12% 0.11% 1186 +243 25.77% Q4 2025 Jan 26, 2026
Bridgewealth Advisory Group, LLC History Added to 1,185 343 0.08% 0.08% 1187 +3 0.25% Q4 2025 Feb 04, 2026
Ruggaard & Associates LLC History No change 1,185 343 0.14% 0.12% 1188 0 0.0% Q4 2025 Feb 20, 2026
JFS WEALTH ADVISORS, LLC History Added to 1,180 342 0.02% 0.02% 1190 +59 5.26% Q4 2025 Jan 14, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 1,178 342 0.06% 0.06% 1189 -37 -3.05% Q4 2025 Jan 14, 2026
Mayfair Advisory Group, LLC History Added to 1,195 340 0.13% 0.14% 1191 +2 0.17% Q4 2025 Jan 21, 2026
Slocum, Gordon & Co LLP History No change 1,175 340 0.25% 0.26% 1192 0 0.0% Q4 2025 Jan 26, 2026
WILLNER & HELLER, LLC History Added to 1,169 339 0.24% 0.25% 1194 +4 0.34% Q4 2025 Jan 12, 2026
Northwest Quadrant Wealth Management, LLC History Added to 1,171 339 0.07% 0.07% 1193 +2 0.17% Q4 2025 Jan 23, 2026
EARNEST PARTNERS LLC History No change 1,166 338 0.0% 0.0% 1195 0 0.0% Q4 2025 Feb 12, 2026
NOVEM GROUP History Reduced 1,163 337 0.04% 0.04% 1197 -113 -8.86% Q4 2025 Jan 27, 2026
Onyx Bridge Wealth Group LLC History Added to 1,164 337 0.04% 0.04% 1196 +4 0.34% Q4 2025 Feb 18, 2026
WEALTHSPAN PARTNERS, LLC History No change 1,161 336 0.12% 0.12% 1198 0 0.0% Q4 2025 Jan 27, 2026
CreativeOne Wealth, LLC History Added to 1,153 334 0.01% 0.0% 1199 +436 60.81% Q4 2025 Feb 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 1,154 334 0.1% 0.1% 1200 +14 1.23% Q4 2025 Feb 11, 2026
CAPE ANN SAVINGS BANK History Reduced 1,150 333 0.17% 0.23% 1201 -400 -25.81% Q4 2025 Jan 28, 2026
Accurate Wealth Management, LLC History Added to 1,182 333 0.04% 0.04% 1202 +35 3.05% Q4 2025 Jan 14, 2026
Caldwell Trust Co History Reduced 1,146 332 0.03% 0.03% 1205 -170 -12.92% Q4 2025 Jan 30, 2026
Prosperity Consulting Group, LLC History Added to 1,147 332 0.01% 0.02% 1204 +34 3.05% Q4 2025 Feb 17, 2026
EagleClaw Capital Managment, LLC History No change 1,146 332 0.05% 0.04% 1203 0 0.0% Q4 2025 Feb 10, 2026
Larry Mathis Financial Planning, LLC History New 1,138 330 0.29% — 1207 +1,138 New Q4 2025 Mar 11, 2026
Stratos Wealth Advisors, LLC History Reduced 1,138 330 0.02% 0.02% 1206 -155 -11.99% Q4 2025 Jan 20, 2026
Trust Point Inc. History Reduced 1,132 328 0.03% 0.03% 1208 -34 -2.92% Q4 2025 Jan 13, 2026
Keystone Financial Group, Inc. History Added to 1,133 328 0.17% 0.18% 1209 +2 0.18% Q4 2025 Jan 16, 2026
Allegiance Financial Group Advisory Services LLC History Added to 1,130 327 0.07% 0.07% 1212 +37 3.39% Q4 2025 Feb 03, 2026
Advisors Asset Management, Inc. History Reduced 1,130 327 0.01% 0.01% 1210 -18 -1.57% Q4 2025 Feb 12, 2026
Valmark Advisers, Inc. History No change 1,128 327 0.0% 0.0% 1211 0 0.0% Q4 2025 Jan 26, 2026
Sippican Capital Advisors History Reduced 1,125 326 0.21% 0.21% 1213 -11 -0.97% Q4 2025 Jan 23, 2026
MARINO, STRAM & ASSOCIATES LLC History Reduced 1,121 325 0.06% 0.07% 1214 -214 -16.03% Q4 2025 Jan 16, 2026
Advisory Alpha, LLC History Reduced 1,122 325 0.01% 0.01% 1215 -67 -5.63% Q4 2025 Feb 06, 2026
Parcion Private Wealth LLC History Added to 1,113 322 0.02% 0.02% 1217 +73 7.02% Q4 2025 Jan 26, 2026
COMPASS CAPITAL CORP /MA/ /ADV History Added to 1,085 322 0.12% 0.13% 1216 +15 1.4% Q4 2025 Feb 12, 2026
L2 Asset Management, LLC History Added to 1,110 321 0.04% 0.04% 1219 +66 6.32% Q4 2025 Feb 17, 2026
MFA Wealth Services History Added to 1,110 321 0.22% 0.21% 1220 +4 0.36% Q4 2025 Jan 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,108 321 0.01% 0.01% 1218 0 0.0% Q4 2025 Feb 03, 2026
Rehmann Capital Advisory Group History Added to 1,100 319 0.02% 0.02% 1221 +31 2.9% Q4 2025 Mar 04, 2026
ABC ARBITRAGE SA History New 1,098 318 0.03% — 1222 +1,098 New Q4 2025 Feb 04, 2026
Centennial Bank/AR/ History No change 1,091 316 0.13% 0.12% 1223 0 0.0% Q4 2025 Feb 17, 2026
BECKER CAPITAL MANAGEMENT INC History Added to 1,087 315 0.01% 0.01% 1224 +274 33.7% Q4 2025 Feb 13, 2026
Confluence Wealth Services, Inc. History Added to 1,087 315 0.01% 0.01% 1226 +49 4.72% Q4 2025 Jan 28, 2026
Five Oceans Advisors History Reduced 1,086 315 0.11% 0.11% 1225 -1 -0.09% Q4 2025 Jan 16, 2026
TMB Capital Partners, LLC History New 1,084 314 0.11% — 1229 +1,084 New Q4 2025 Feb 19, 2026
GWN SECURITIES INC. History Added to 1,084 314 0.06% 0.07% 1228 +29 2.75% Q4 2025 Feb 11, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 1,084 314 0.04% 0.04% 1227 0 0.0% Q4 2025 Feb 09, 2026
Catalyst Funds Management Pty Ltd History Reduced 1,080 313 0.07% 0.05% 1231 -220 -16.92% Q4 2025 Feb 09, 2026
Cornerstone Advisory, LLC History Added to 1,082 313 0.03% 0.03% 1230 +11 1.03% Q4 2025 Jan 28, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 1,077 312 0.08% 0.09% 1233 +298 38.25% Q4 2025 Feb 09, 2026
Crumly & Associates Inc. History Added to 1,078 312 0.07% 0.07% 1232 +4 0.37% Q4 2025 Jan 14, 2026
Magnus Financial Group LLC History Added to 1,072 311 0.02% 0.02% 1234 +81 8.17% Q4 2025 Jan 07, 2026
Breakwater Capital Group History Reduced 1,075 311 0.04% 0.04% 1235 -1 -0.09% Q4 2025 Jan 09, 2026
Key FInancial Inc History No change 1,071 310 0.06% 0.05% 1236 0 0.0% Q4 2025 Feb 09, 2026
Spectrum Planning & Advisory Services Inc. History Added to 1,065 308 0.16% 0.17% 1237 +2 0.19% Q4 2025 Feb 10, 2026
Winning Points Advisors, LLC History New 1,056 306 0.33% — 1242 +1,056 New Q4 2025 Feb 12, 2026
CI INVESTMENTS INC. History Reduced 1,055 306 0.0% 0.0% 1239 -132 -11.12% Q4 2025 Feb 12, 2026
Avidian Wealth Enterprises, LLC History Added to 1,056 306 0.01% 0.01% 1240 +72 7.32% Q4 2025 Feb 02, 2026
3Chopt Investment Partners, LLC History Added to 1,058 306 0.07% 0.07% 1243 +4 0.38% Q4 2025 Feb 10, 2026
Tortoise Investment Management, LLC History Added to 1,055 306 0.03% 0.03% 1241 +3 0.29% Q4 2025 Feb 06, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 1,057 306 0.02% 0.02% 1238 0 0.0% Q4 2025 Feb 17, 2026
Prostatis Group LLC History Reduced 1,054 305 0.07% 0.32% 1244 -3,577 -77.24% Q4 2025 Feb 17, 2026
C M BIDWELL & ASSOCIATES LTD History New 1,050 304 0.14% — 1245 +1,050 New Q4 2025 Feb 13, 2026
Portside Wealth Group, LLC History Added to 1,051 304 0.04% 0.04% 1247 +84 8.69% Q4 2025 Jan 21, 2026
Jackson Creek Investment Advisors LLC History Reduced 1,047 304 0.09% 0.09% 1246 -32 -2.97% Q4 2025 Feb 09, 2026
HCR Wealth Advisors History Added to 1,047 303 0.03% 0.03% 1248 +24 2.35% Q4 2025 Jan 27, 2026
Obermeyer Wealth Partners History Added to 1,043 302 0.01% 0.01% 1249 +10 0.97% Q4 2025 Jan 29, 2026
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund History Reduced 1,040 301 0.0% 0.04% 1252 -2,660 -71.89% Q4 2025 Feb 10, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 1,041 301 0.01% 0.01% 1250 0 0.0% Q4 2025 Jan 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 1,038 301 0.01% 0.01% 1251 0 0.0% Q4 2025 Jan 16, 2026
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC History Reduced 1,033 299 0.09% 0.09% 1253 -62 -5.66% Q4 2025 Jan 21, 2026
Dunhill Financial, LLC History Added to 1,032 299 0.07% 0.07% 1255 +3 0.29% Q4 2025 Jan 29, 2026
Citizens National Bank Trust Department History No change 1,034 299 0.05% 0.05% 1254 0 0.0% Q4 2025 Jan 30, 2026
Farmers & Merchants Trust Co of Long Beach History Reduced 1,029 298 0.07% 0.22% 1256 -2,690 -72.33% Q4 2025 Jan 29, 2026
New Republic Capital, LLC History New 1,030 298 0.08% — 1259 +1,030 New Q4 2025 Feb 10, 2026
Sage Mountain Advisors LLC History New 1,029 298 0.02% — 1258 +1,029 New Q4 2025 Jan 23, 2026
CRA Financial Services, LLC History Reduced 1,030 298 0.04% 0.04% 1257 -121 -10.51% Q4 2025 Jan 16, 2026
Manchester Capital Management LLC History Added to 1,026 297 0.04% 0.03% 1260 +153 17.53% Q4 2025 Feb 11, 2026
Golden State Equity Partners History Reduced 1,025 297 0.05% 0.05% 1261 -119 -10.4% Q4 2025 Jan 29, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 1,021 296 0.0% 0.0% 1263 +800 361.99% Q4 2025 Feb 17, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 1,022 296 0.02% 0.02% 1262 -34 -3.22% Q4 2025 Jan 26, 2026
Vermillion Wealth Management, Inc. History Added to 1,023 296 0.12% 0.08% 1264 +4 0.39% Q4 2025 Feb 11, 2026
KFA Private Wealth Group, LLC History Added to 1,022 296 0.07% 0.08% 1265 +2 0.2% Q4 2025 Jan 07, 2026
Crews Bank & Trust History Reduced 1,014 294 0.04% 0.04% 1266 -10 -0.98% Q4 2025 Jan 21, 2026
Mach-1 Financial Group, LLC History New 1,011 293 0.06% — 1269 +1,011 New Q4 2025 Feb 06, 2026
Vision Capital Management, Inc. History No change 1,013 293 0.04% 0.03% 1267 0 0.0% Q4 2025 Jan 27, 2026
Avior Wealth Management, LLC History No change 1,012 293 0.01% 0.01% 1268 0 0.0% Q4 2025 Jan 06, 2026
DiPaolo Financial Group, Inc. History New 1,008 292 0.31% — 1270 +1,008 New Q4 2025 Feb 24, 2026
Resonant Capital Advisors, LLC History Reduced 1,005 291 0.02% 0.02% 1273 -150 -12.99% Q4 2025 Jan 29, 2026
Next Capital Management LLC History Added to 1,005 291 0.09% 0.09% 1272 +1 0.1% Q4 2025 Feb 11, 2026
Marietta Wealth Management, LLC History No change 1,005 291 0.03% 0.03% 1271 0 0.0% Q4 2025 Jan 28, 2026
Templeton & Phillips Capital Management, LLC History No change 1,005 291 0.19% 0.2% 1274 0 0.0% Q4 2025 Feb 13, 2026
CrossGen Wealth, LLC History New 1,000 290 0.26% — 1282 +1,000 New Q4 2025 Feb 19, 2026
Blume Capital Management, Inc. History Reduced 1,000 290 0.05% 0.06% 1275 -100 -9.09% Q4 2025 Feb 05, 2026
Charles Schwab Trust Co History Reduced 1,000 290 0.02% 0.02% 1277 -69 -6.45% Q4 2025 Jan 09, 2026
Quantum Financial Advisors, LLC History Added to 1,003 290 0.03% 0.03% 1280 +2 0.2% Q4 2025 Jan 12, 2026
Pine Valley Investments Ltd Liability Co History Added to 1,000 290 0.01% 0.01% 1281 +2 0.2% Q4 2025 Feb 13, 2026
Legacy Trust History No change 1,000 290 0.05% 0.06% 1276 0 0.0% Q4 2025 Jan 22, 2026
Red Wave Investments LLC History No change 1,000 290 0.09% 0.09% 1278 0 0.0% Q4 2025 Feb 06, 2026
Mill Capital Management, LLC History No change 1,000 290 0.02% 0.02% 1279 0 0.0% Q4 2025 Feb 11, 2026
Sageworth Trust Co History No change 998 289 0.01% 0.01% 1283 0 0.0% Q4 2025 Feb 03, 2026
BAYBAN History New 996 288 0.25% — 1286 +996 New Q4 2025 Mar 05, 2026
Financial Council, LLC History No change 994 288 0.11% 0.12% 1284 0 0.0% Q4 2025 Feb 05, 2026
Strong Tower Advisory Services History No change 993 288 0.05% 0.05% 1285 0 0.0% Q4 2025 Jan 23, 2026
Focused Wealth Management, Inc History Added to 991 287 0.03% 0.03% 1288 +29 3.01% Q4 2025 Jan 29, 2026
Bragg Financial Advisors, Inc History No change 992 287 0.01% 0.01% 1287 0 0.0% Q4 2025 Feb 13, 2026
Trilogy Capital Inc. History New 986 286 0.01% — 1289 +986 New Q4 2025 Jan 22, 2026
NBC SECURITIES, INC. History Reduced 985 285 0.02% 0.02% 1290 -63 -6.01% Q4 2025 Jan 29, 2026
Sovereign Financial Group, Inc. History Added to 986 285 0.05% 0.05% 1292 +18 1.86% Q4 2025 Jan 07, 2026
Global Strategic Investment Solutions, LLC History No change 985 285 0.03% 0.03% 1291 0 0.0% Q4 2025 Jan 29, 2026
WEDGEWOOD INVESTORS INC /PA/ History Reduced 980 284 0.32% 0.31% 1293 -40 -3.92% Q4 2025 Feb 04, 2026
SFMG, LLC History Added to 980 284 0.02% 0.02% 1294 +3 0.31% Q4 2025 Feb 10, 2026
Wealthstar Advisors, LLC History Reduced 977 283 0.12% 0.15% 1295 -410 -29.56% Q4 2025 Jan 30, 2026
Meridian Wealth Management, LLC History Added to 975 282 0.01% 0.01% 1297 +16 1.67% Q4 2025 Feb 04, 2026
United Advisor Group, LLC History Added to 973 282 0.04% 0.04% 1298 +8 0.83% Q4 2025 Jan 26, 2026
RFG Advisory, LLC History Added to 972 282 0.01% 0.01% 1296 +4 0.41% Q4 2025 Feb 03, 2026
J. Safra Sarasin Holding AG History New 972 281 0.0% — 1301 +972 New Q4 2025 Jan 15, 2026
CAMBIENT FAMILY OFFICE, LLC History New 970 281 0.04% — 1304 +970 New Q4 2025 Feb 20, 2026
Legacy Edge Advisors, LLC History New 969 281 0.03% — 1303 +969 New Q4 2025 Feb 02, 2026
Root Financial Partners, LLC History Added to 972 281 0.01% 0.01% 1302 +142 17.11% Q4 2025 Feb 10, 2026
BAXTER BROS INC History No change 971 281 0.03% 0.03% 1299 0 0.0% Q4 2025 Jan 26, 2026
TI-TRUST, INC History No change 970 281 0.17% 0.17% 1300 0 0.0% Q4 2025 Jan 23, 2026
waypoint wealth counsel History Reduced 962 279 0.1% 0.15% 1305 -430 -30.89% Q4 2025 Jan 28, 2026
Canvas Wealth Advisors, LLC History Reduced 965 279 0.05% 0.05% 1306 -39 -3.88% Q4 2025 Jan 12, 2026
Gladstone Institutional Advisory LLC History Reduced 960 278 0.01% 0.01% 1308 -52 -5.14% Q4 2025 Feb 17, 2026
KELLY FINANCIAL GROUP LLC History Reduced 959 278 0.07% 0.07% 1307 -2 -0.21% Q4 2025 Jan 23, 2026
Voya Financial Advisors, Inc. History Added to 952 277 0.03% 0.02% 1309 +100 11.74% Q4 2025 Feb 13, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 956 277 0.01% 0.01% 1310 +22 2.36% Q4 2025 Feb 13, 2026
United Asset Strategies, Inc. History Added to 954 276 0.02% 0.02% 1311 +25 2.69% Q4 2025 Jan 28, 2026
EDMP, INC. History Reduced 945 274 0.23% 0.24% 1313 -123 -11.52% Q4 2025 Jan 21, 2026
SMITH, MOORE & CO. History No change 945 274 0.02% 0.02% 1312 0 0.0% Q4 2025 Jan 23, 2026
SageView Advisory Group, LLC History Reduced 943 273 0.01% 0.01% 1315 -7 -0.74% Q4 2025 Feb 17, 2026
Brendel Financial Advisors LLC History No change 944 273 0.13% 0.14% 1314 0 0.0% Q4 2025 Jan 26, 2026
McLean Asset Management Corp History Reduced 1,000 272 0.05% 0.06% 1316 -9 -0.89% Q4 2025 Jan 16, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 936 271 0.1% 0.08% 1318 +131 16.27% Q4 2025 Jan 21, 2026
FourThought Financial Partners, LLC History Added to 936 271 0.02% 0.02% 1317 +106 12.77% Q4 2025 Feb 06, 2026
SBI Securities Co., Ltd. History Added to 933 270 0.01% 0.01% 1320 +182 24.23% Q4 2025 Feb 03, 2026
PENN DAVIS MCFARLAND INC History No change 933 270 0.03% 0.03% 1319 0 0.0% Q4 2025 Jan 16, 2026
FORM Wealth Advisors, LLC History New 930 269 0.03% — 1322 +930 New Q4 2025 Jan 28, 2026
XXI WEALTH, LLC History New 929 269 0.16% — 1321 +929 New Q4 2025 Feb 12, 2026
New Hampshire Trust History Reduced 922 267 0.05% 0.07% 1324 -464 -33.48% Q4 2025 Jan 29, 2026
BNC WEALTH MANAGEMENT, LLC History Added to 923 267 0.07% 0.06% 1323 +1 0.11% Q4 2025 Jan 22, 2026
ASHTON THOMAS SECURITIES, LLC History No change 917 265 0.05% 0.04% 1325 0 0.0% Q4 2025 Feb 02, 2026
Waterloo Capital, L.P. History Added to 913 264 0.02% 0.02% 1328 +180 24.56% Q4 2025 Feb 10, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 912 264 0.01% 0.01% 1326 -3 -0.33% Q4 2025 Feb 02, 2026
Elgethun Capital Management History No change 910 264 0.05% 0.05% 1327 0 0.0% Q4 2025 Feb 10, 2026
MASTERINVEST Kapitalanlage GmbH History No change 906 264 0.03% 0.02% 1329 0 0.0% Q4 2025 Jan 27, 2026
MONEY CONCEPTS CAPITAL CORP History New 908 263 0.01% — 1330 +908 New Q4 2025 Feb 04, 2026
London & Capital Asset Management Ltd History New 908 263 0.0% — 1334 +908 New Q4 2025 Feb 17, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History Reduced 910 263 0.02% 0.02% 1331 -126 -12.16% Q4 2025 Feb 10, 2026
Madrona Financial Services, LLC History No change 910 263 0.06% 0.06% 1332 0 0.0% Q4 2025 Jan 22, 2026
Narus Financial Partners, LLC History No change 910 263 0.07% 0.07% 1333 0 0.0% Q4 2025 Feb 09, 2026
Investment Research Partners LLC History No change 909 263 0.11% 0.11% 1335 0 0.0% Q4 2025 Feb 12, 2026
GREENBERG FINANCIAL GROUP History New 900 261 0.11% — 1336 +900 New Q4 2025 Jan 22, 2026
BLALOCK WILLIAMS, LLC History Added to 902 261 0.21% 0.18% 1340 +149 19.79% Q4 2025 Feb 02, 2026
Global Financial Private Client, LLC History Added to 900 261 0.09% 0.09% 1339 +16 1.81% Q4 2025 Jan 27, 2026
Abacus Planning Group, Inc. History Reduced 903 261 0.03% 0.04% 1337 -13 -1.42% Q4 2025 Jan 16, 2026
One Capital Management, LLC History Added to 902 261 0.01% 0.01% 1338 +5 0.56% Q4 2025 Feb 10, 2026
TD Waterhouse Canada Inc. History Reduced 899 260 0.0% 0.0% 1341 -1 -0.11% Q4 2025 Jan 27, 2026
SEVEN MILE ADVISORY History Reduced 896 259 0.04% 0.05% 1344 -198 -18.1% Q4 2025 Feb 13, 2026
Barnes Wealth Management Group, Inc History Added to 893 259 0.14% 0.12% 1345 +94 11.76% Q4 2025 Feb 24, 2026
Lebenthal Global Advisors, LLC History Reduced 894 259 0.04% 0.05% 1343 -45 -4.79% Q4 2025 Jan 28, 2026
Cannell & Spears LLC History No change 896 259 0.0% 0.0% 1342 0 0.0% Q4 2025 Feb 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Added to 886 257 0.07% 0.07% 1346 +25 2.9% Q4 2025 Feb 10, 2026
McAdam, LLC History Added to 881 255 0.01% 0.01% 1348 +63 7.7% Q4 2025 Feb 13, 2026
Apella Capital, LLC History Added to 882 255 0.01% 0.0% 1349 +48 5.76% Q4 2025 Jan 21, 2026
Global Assets Advisory, LLC History Added to 880 255 0.07% 0.07% 1350 +6 0.69% Q4 2025 Feb 09, 2026
Fiduciary Alliance LLC History Added to 880 255 0.02% 0.02% 1351 +2 0.23% Q4 2025 Jan 22, 2026
Legacy Private Trust Co. History No change 880 255 0.01% 0.01% 1347 0 0.0% Q4 2025 Jan 08, 2026
Kaufman Rossin Wealth, LLC History No change 882 255 0.13% 0.13% 1352 0 0.0% Q4 2025 Jan 14, 2026
Naviter Wealth, LLC History Reduced 876 254 0.03% 0.03% 1355 -86 -8.94% Q4 2025 Jan 21, 2026
American Trust History Added to 878 254 0.02% 0.02% 1356 +81 10.16% Q4 2025 Feb 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History Added to 878 254 0.02% 0.02% 1357 +55 6.68% Q4 2025 Jan 22, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 876 254 0.01% 0.01% 1354 -5 -0.57% Q4 2025 Jan 30, 2026
ALTFEST L J & CO INC History Added to 878 254 0.03% 0.03% 1353 +1 0.11% Q4 2025 Jan 23, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 872 252 0.01% — 1360 +872 New Q4 2025 Feb 17, 2026
Optas, LLC History Added to 869 252 0.04% 0.04% 1359 +65 8.08% Q4 2025 Jan 27, 2026
Valtinson Bruner Financial Planning LLC History No change 869 252 0.07% 0.07% 1358 0 0.0% Q4 2025 Feb 09, 2026
Westmount Partners, LLC History New 868 251 0.06% — 1361 +868 New Q4 2025 Jan 15, 2026
PharVision Advisers, LLC History New 864 250 0.13% — 1364 +864 New Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 863 250 0.03% 0.03% 1362 -12 -1.37% Q4 2025 Feb 13, 2026
Intrua Financial, LLC History No change 864 250 0.03% 0.03% 1363 0 0.0% Q4 2025 Feb 05, 2026
ROCKLAND TRUST CO History Reduced 859 249 0.01% 0.02% 1365 -906 -51.33% Q4 2025 Jan 15, 2026
Texas Yale Capital Corp. History New 856 248 0.01% — 1366 +856 New Q4 2025 Feb 10, 2026
Hudson Value Partners, LLC History New 856 248 0.07% — 1368 +856 New Q4 2025 Jan 28, 2026
Fiera Capital Corp History Added to 857 248 0.0% 0.0% 1367 +1 0.12% Q4 2025 Feb 11, 2026
Milestone Asset Management Group, LLC History Added to 854 247 0.14% 0.15% 1369 +20 2.4% Q4 2025 Feb 03, 2026
Ellevest, Inc. History Reduced 851 246 0.03% 0.04% 1370 -101 -10.61% Q4 2025 Feb 10, 2026
ROVIN CAPITAL /UT/ /ADV History No change 844 245 0.07% 0.06% 1371 0 0.0% Q4 2025 Feb 09, 2026
Berman McAleer LLC History No change 848 245 0.03% 0.03% 1372 0 0.0% Q4 2025 Feb 05, 2026
PETTYJOHN, WOOD & WHITE, INC History Added to 842 244 0.04% 0.03% 1373 +85 11.23% Q4 2025 Feb 11, 2026
Members Trust Co History Reduced 842 244 0.01% 0.01% 1374 -16 -1.86% Q4 2025 Jan 15, 2026
Annis Gardner Whiting Capital Advisors, LLC History Added to 843 244 0.05% 0.05% 1375 +12 1.44% Q4 2025 Feb 09, 2026
Schonfeld Strategic Advisors LLC History Reduced 841 243 0.0% 0.01% 1376 -2,988 -78.04% Q4 2025 Feb 17, 2026
BRIAN LOW FINANCIAL GROUP, LLC History New 840 243 0.17% — 1378 +840 New Q4 2025 Feb 13, 2026
71 West Capital Partners History New 839 243 0.01% — 1379 +839 New Q4 2025 Feb 17, 2026
Sloy Dahl & Holst, LLC History No change 839 243 0.03% 0.02% 1377 0 0.0% Q4 2025 Feb 04, 2026
Mowery & Schoenfeld Wealth Management, LLC History Added to 836 242 0.35% 0.38% 1381 +46 5.82% Q4 2025 Jan 28, 2026
CENTRAL VALLEY ADVISORS, LLC History Added to 838 242 0.07% 0.07% 1380 +2 0.24% Q4 2025 Jan 12, 2026
Ironwood Financial, llc History Reduced 860 241 0.04% 0.05% 1383 -51 -5.6% Q4 2025 Jan 15, 2026
D L CARLSON INVESTMENT GROUP INC History Reduced 833 241 0.04% 0.04% 1382 -13 -1.54% Q4 2025 Feb 17, 2026
Carr Financial Group Corp History Added to 833 241 0.06% 0.06% 1384 +4 0.48% Q4 2025 Jan 09, 2026
Alta Advisers Ltd History Reduced 825 239 0.09% 0.1% 1385 -320 -27.95% Q4 2025 Feb 09, 2026
PACES FERRY WEALTH ADVISORS, LLC History Reduced 826 239 0.1% 0.1% 1386 -12 -1.43% Q4 2025 Feb 11, 2026
Founders Financial Alliance, LLC History Reduced 824 239 0.05% 0.04% 1387 -11 -1.32% Q4 2025 Feb 12, 2026
Advyzon Investment Management, LLC History Added to 820 237 0.03% 0.04% 1389 +67 8.9% Q4 2025 Feb 13, 2026
bLong Financial, LLC History Reduced 820 237 0.17% 0.17% 1388 -40 -4.65% Q4 2025 Feb 05, 2026
Diversified Enterprises, LLC History New 815 236 0.01% — 1393 +815 New Q4 2025 Jan 28, 2026
Winthrop Advisory Group LLC History Added to 826 236 0.02% 0.02% 1392 +13 1.6% Q4 2025 Jan 21, 2026
Penserra Capital Management LLC History Added to 817 236 0.0% 0.0% 1390 +5 0.62% Q4 2025 Feb 12, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 816 236 0.03% 0.03% 1391 +2 0.25% Q4 2025 Feb 18, 2026
Olympiad Research LP History New 811 235 0.63% — 1394 +811 New Q4 2025 Feb 17, 2026
Walker Asset Management, LLC History No change 812 235 0.13% 0.13% 1395 0 0.0% Q4 2025 Jan 16, 2026
Horizons Wealth Management History No change 812 235 0.15% 0.15% 1396 0 0.0% Q4 2025 Jan 05, 2026
Briggs Wealth Management, Inc History New 807 234 0.25% — 1398 +807 New Q4 2025 Feb 19, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History Reduced 808 234 0.08% 0.08% 1397 -11 -1.34% Q4 2025 Jan 20, 2026
ORG Partners LLC History Added to 804 233 0.04% 0.04% 1400 +13 1.64% Q4 2025 Jan 14, 2026
MRP Capital Investments, LLC History Reduced 805 233 0.2% 0.19% 1399 -5 -0.62% Q4 2025 Feb 09, 2026
Torrey Growth & Income Advisors History Reduced 800 232 0.08% 0.08% 1406 -153 -16.05% Q4 2025 Feb 17, 2026
OARSMAN CAPITAL, INC. History Added to 800 232 0.03% 0.03% 1404 +23 2.96% Q4 2025 Feb 13, 2026
Revolve Wealth Partners, LLC History Reduced 802 232 0.03% 0.03% 1405 -6 -0.74% Q4 2025 Jan 20, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 800 232 0.11% 0.11% 1401 0 0.0% Q4 2025 Feb 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 800 232 0.01% 0.01% 1402 0 0.0% Q4 2025 Feb 12, 2026
FIRST COMMUNITY TRUST NA History No change 800 232 0.17% 0.17% 1403 0 0.0% Q4 2025 Jan 16, 2026
Linscomb Wealth, Inc. History Reduced 800 231 0.01% 0.01% 1407 -4 -0.5% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Reduced 796 230 0.0% 0.03% 1408 -23,203 -96.68% Q4 2025 Feb 09, 2026
Mayflower Financial Advisors, LLC History Added to 796 230 0.03% 0.03% 1411 +11 1.4% Q4 2025 Jan 13, 2026
Wayfinding Financial, LLC History Added to 795 230 0.1% 0.09% 1412 +8 1.02% Q4 2025 Feb 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 794 230 0.01% 0.01% 1409 0 0.0% Q4 2025 Jan 12, 2026
CNB Bank History No change 794 230 0.09% 0.09% 1410 0 0.0% Q4 2025 Feb 11, 2026
Asset Allocation & Management Company, LLC History No change 790 229 0.09% 0.09% 1413 0 0.0% Q4 2025 Jan 12, 2026
Pflug Koory, LLC History No change 792 229 0.11% 0.1% 1414 0 0.0% Q4 2025 Jan 20, 2026
New England Research & Management, Inc. History No change 787 228 0.1% 0.1% 1415 0 0.0% Q4 2025 Jan 07, 2026
Peachtree Investment Partners, LLC History Reduced 783 227 0.08% 0.08% 1416 -24 -2.97% Q4 2025 Feb 11, 2026
First Financial Bank - Trust Division History Reduced 781 226 0.02% 0.02% 1418 -33 -4.05% Q4 2025 Jan 02, 2026
Castle Rock Wealth Management, LLC History Reduced 784 226 0.05% 0.05% 1419 -7 -0.88% Q4 2025 Feb 05, 2026
Bell Bank History No change 780 226 0.01% 0.01% 1417 0 0.0% Q4 2025 Jan 14, 2026
AIMZ Investment Advisors, LLC History No change 778 225 0.06% 0.07% 1420 0 0.0% Q4 2025 Feb 17, 2026
Auxano Advisors, LLC History No change 776 225 0.04% 0.05% 1421 0 0.0% Q4 2025 Feb 06, 2026
Payne Capital Management, LLC History No change 778 225 0.07% 0.07% 1422 0 0.0% Q4 2025 Feb 02, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 771 224 0.0% 0.08% 1423 -17,649 -95.81% Q4 2025 Feb 10, 2026
PATTON FUND MANAGEMENT, INC. History Reduced 773 224 0.03% 0.05% 1424 -177 -18.63% Q4 2025 Jan 23, 2026
Emerald Advisors, LLC History No change 775 224 0.03% 0.03% 1425 0 0.0% Q4 2025 Jan 27, 2026
Exchange Bank History No change 773 224 0.15% 0.15% 1426 0 0.0% Q4 2025 Jan 13, 2026
SCS Capital Management LLC History New 764 221 0.0% — 1427 +764 New Q4 2025 Feb 10, 2026
Fi3 FINANCIAL ADVISORS, LLC History New 763 221 0.07% — 1430 +763 New Q4 2025 Feb 06, 2026
NORDEN GROUP LLC History New 763 221 0.02% — 1431 +763 New Q4 2025 Jan 13, 2026
JGP Wealth Management, LLC History No change 763 221 0.02% 0.02% 1428 0 0.0% Q4 2025 Jan 12, 2026
Signature Wealth Management Partners, LLC History No change 763 221 0.11% 0.11% 1429 0 0.0% Q4 2025 Feb 02, 2026
Thrive Wealth Management, LLC History Reduced 761 220 0.03% 0.03% 1432 -6 -0.78% Q4 2025 Jan 12, 2026
FSM Wealth Advisors, LLC History New 758 219 0.03% — 1433 +758 New Q4 2025 Jan 23, 2026
GenTrust, LLC History New 755 218 0.01% — 1436 +755 New Q4 2025 Feb 02, 2026
VICUS CAPITAL History Reduced 753 218 0.02% 0.02% 1435 -2 -0.26% Q4 2025 Jan 22, 2026
Courage Miller Partners, LLC History No change 755 218 0.07% 0.06% 1434 0 0.0% Q4 2025 Jan 26, 2026
Kure Advisory, LLC History New 749 217 0.12% — 1438 +749 New Q4 2025 Jan 08, 2026
Catalina Capital Group, LLC History Reduced 749 217 0.13% 0.13% 1439 -5 -0.66% Q4 2025 Jan 16, 2026
IVC Wealth Advisors LLC History Reduced 751 217 0.09% 0.09% 1437 -2 -0.27% Q4 2025 Jan 16, 2026
BankPlus Trust Department History No change 750 217 0.06% 0.06% 1440 0 0.0% Q4 2025 Jan 27, 2026
HOWARD FINANCIAL SERVICES, LTD. History New 748 216 0.03% — 1441 +748 New Q4 2025 Jan 12, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History New 746 216 0.04% — 1443 +746 New Q4 2025 Feb 11, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 745 216 0.05% 0.05% 1442 0 0.0% Q4 2025 Jan 09, 2026
Parisi Gray Wealth Management History Added to 744 215 0.05% 0.05% 1444 +2 0.27% Q4 2025 Jan 07, 2026
Allegheny Financial Group History Added to 742 215 0.03% 0.04% 1445 +2 0.27% Q4 2025 Feb 02, 2026
DB&C Advisors, LLC History New 740 214 0.27% — 1446 +740 New Q4 2025 Feb 11, 2026
Tranquility Partners, LLC History No change 734 212 0.08% 0.07% 1447 0 0.0% Q4 2025 Feb 03, 2026
MTM Investment Management, LLC History No change 732 212 0.07% 0.06% 1448 0 0.0% Q4 2025 Feb 09, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 730 211 0.02% 0.01% 1449 +200 37.74% Q4 2025 Jan 07, 2026
Douglas Lane & Associates, LLC History No change 728 211 0.0% 0.0% 1450 0 0.0% Q4 2025 Jan 22, 2026
Mystic Asset Management, Inc. History Reduced 724 210 0.05% 0.07% 1452 -387 -34.83% Q4 2025 Jan 28, 2026
Constant Guidance Financial LLC History Reduced 725 210 0.15% 0.21% 1454 -240 -24.87% Q4 2025 Feb 10, 2026
Cassaday & Co Wealth Management LLC History Reduced 727 210 0.0% 0.0% 1453 -39 -5.09% Q4 2025 Feb 03, 2026
WealthTrust Axiom LLC History No change 724 210 0.05% 0.05% 1451 0 0.0% Q4 2025 Feb 13, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 723 209 0.03% 0.04% 1455 -108 -13.0% Q4 2025 Jan 23, 2026
Alteri Wealth LLC History Reduced 723 209 0.07% 0.07% 1456 -1 -0.14% Q4 2025 Feb 11, 2026
WIN ADVISORS, INC History New 717 207 0.09% — 1457 +717 New Q4 2025 Feb 04, 2026
Cyndeo Wealth Partners, LLC History New 715 207 0.01% — 1458 +715 New Q4 2025 Jan 07, 2026
PEOPLES BANK /OH History New 712 206 0.13% — 1459 +712 New Q4 2025 Jan 29, 2026
Sandhill Capital Partners LLC History New 710 206 0.01% — 1460 +710 New Q4 2025 Feb 12, 2026
Everhart Financial Group, Inc. History New 708 205 0.02% — 1461 +708 New Q4 2025 Jan 07, 2026
Generali Investments, Management Co LLC History No change 710 205 0.04% 0.04% 1462 0 0.0% Q4 2025 Jan 29, 2026
Curated Wealth Partners LLC History New 706 204 0.02% — 1463 +706 New Q4 2025 Jan 12, 2026
SUTTON PLACE INVESTORS LLC History New 704 204 0.11% — 1465 +704 New Q4 2025 Jan 21, 2026
CMG Global Holdings, LLC History New 692 204 0.09% — 1464 +692 New Q4 2025 Feb 05, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 751 203 0.01% — 1472 +751 New Q4 2025 Feb 03, 2026
Ipswich Investment Management Co., Inc. History New 701 203 0.05% — 1467 +701 New Q4 2025 Jan 16, 2026
MBL Wealth, LLC History New 701 203 0.02% — 1468 +701 New Q4 2025 Jan 21, 2026
Herold Advisors, Inc. History New 700 203 0.05% — 1469 +700 New Q4 2025 Feb 17, 2026
Pine Haven Investment Counsel, Inc History New 700 203 0.14% — 1470 +700 New Q4 2025 Jan 08, 2026
Bensler, LLC History New 700 203 0.02% — 1471 +700 New Q4 2025 Feb 04, 2026
SALZHAUER MICHAEL History No change 700 203 0.08% 0.48% 1466 0 0.0% Q4 2025 Feb 02, 2026
MEMBERS WEALTH LLC History New 720 202 0.13% — 1476 +720 New Q4 2025 Jan 28, 2026
Rodgers Brothers Inc. History New 699 202 0.02% — 1474 +699 New Q4 2025 Feb 13, 2026
Allen Capital Group, LLC History New 699 202 0.02% — 1475 +699 New Q4 2025 Feb 09, 2026
FIRST FOUNDATION ADVISORS History New 698 202 0.01% — 1473 +698 New Q4 2025 Feb 04, 2026
Chesley Taft & Associates LLC History New 694 201 0.01% — 1477 +694 New Q4 2025 Jan 14, 2026
Grove Bank & Trust History No change 695 201 0.02% 0.02% 1478 0 0.0% Q4 2025 Jan 08, 2026
Howard Capital Management Group, LLC History New 692 200 0.01% — 1480 +692 New Q4 2025 Jan 16, 2026
FIRST INTERSTATE BANK History New 691 200 0.01% — 1479 +691 New Q4 2025 Jan 29, 2026
Kera Capital Partners, Inc. History Reduced 704 200 0.02% 0.05% 1481 -488 -40.94% Q4 2025 Feb 23, 2026
Investors Research Corp History Reduced 686 198 0.04% 0.04% 1482 -105 -13.27% Q4 2025 Jan 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 700 196 0.0% 0.0% 1483 0 0.0% Q4 2025 Jan 28, 2026
Fairscale Capital, LLC History No change 679 196 0.13% 0.13% 1484 0 0.0% Q4 2025 Feb 17, 2026
Clean Yield Group History No change 671 194 0.05% 0.05% 1485 0 0.0% Q4 2025 Jan 26, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 660 191 0.02% 0.02% 1486 +1 0.15% Q4 2025 Feb 23, 2026
CYBER HORNET ETFs LLC History Added to 656 190 0.11% 0.11% 1487 +37 5.98% Q4 2025 Feb 09, 2026
Acumen Wealth Advisors, LLC History New 652 189 0.05% — 1488 +652 New Q4 2025 Feb 13, 2026
Jackson, Grant Investment Advisers, Inc. History Added to 651 188 0.06% 0.06% 1489 +29 4.66% Q4 2025 Jan 27, 2026
Cromwell Holdings LLC History No change 631 183 0.1% 0.09% 1490 0 0.0% Q4 2025 Jan 20, 2026
ADIRONDACK TRUST CO History No change 630 182 0.06% 0.06% 1491 0 0.0% Q4 2025 Jan 08, 2026
Dougherty Wealth Advisers LLC History No change 628 182 0.1% 0.11% 1492 0 0.0% Q4 2025 Jan 29, 2026
McMillan Office, Inc. History New 625 181 0.02% — 1493 +625 New Q4 2025 Feb 12, 2026
TOMPKINS FINANCIAL CORP History Added to 622 180 0.01% 0.01% 1494 +49 8.55% Q4 2025 Jan 08, 2026
Bruce G. Allen Investments, LLC History Added to 617 178 0.12% 0.12% 1495 +28 4.75% Q4 2025 Feb 10, 2026
Hilltop National Bank History No change 612 177 0.04% 0.04% 1496 0 0.0% Q4 2025 Jan 07, 2026
Versant Capital Management, Inc History Added to 599 173 0.02% 0.02% 1497 +59 10.93% Q4 2025 Jan 08, 2026
Spurstone Advisory Services, LLC History No change 596 172 2.71% 2.38% 1498 0 0.0% Q4 2025 Jan 29, 2026
Prestige Wealth Management Group LLC History Added to 571 165 0.03% 0.03% 1499 +16 2.88% Q4 2025 Feb 11, 2026
Estabrook Capital Management History Reduced 560 162 0.02% 0.02% 1501 -6 -1.06% Q4 2025 Feb 13, 2026
SENTRY INVESTMENT MANAGEMENT LLC History No change 558 162 0.11% 0.11% 1500 0 0.0% Q4 2025 Feb 04, 2026
Beaird Harris Wealth Management, LLC History No change 538 156 0.01% 0.01% 1502 0 0.0% Q4 2025 Feb 23, 2026
CGC Financial Services, LLC History No change 536 155 0.04% 0.04% 1503 0 0.0% Q4 2025 Feb 03, 2026
Meramec Financial Planners, LLC History New 503 151 0.06% — 1505 +503 New Q4 2025 Feb 10, 2026
Smallwood Wealth Investment Management, LLC History No change 523 151 0.08% 0.07% 1504 0 0.0% Q4 2025 Jan 23, 2026
SRH ADVISORS, LLC History No change 515 149 0.04% 0.04% 1506 0 0.0% Q4 2025 Jan 21, 2026
Indiana Trust & Investment Management Co History No change 507 147 0.04% 0.04% 1507 0 0.0% Q4 2025 Jan 21, 2026
Tanglewood Legacy Advisors, LLC History No change 500 145 0.05% 0.05% 1508 0 0.0% Q4 2025 Feb 06, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 500 145 0.08% 0.08% 1509 0 0.0% Q4 2025 Jan 22, 2026
Evelyn Partners Investment Management LLP History No change 500 145 0.0% 0.0% 1510 0 0.0% Q4 2025 Feb 13, 2026
TCV Trust & Wealth Management, Inc. History New 492 142 0.01% — 1511 +492 New Q4 2025 Jan 23, 2026
Addison Advisors LLC History Reduced 479 138 0.03% 0.03% 1512 -9 -1.84% Q4 2025 Feb 06, 2026
S.A. Mason LLC History No change 474 137 0.05% 0.06% 1513 0 0.0% Q4 2025 Jan 29, 2026
Financial Freedom, LLC History No change 465 134 0.07% 0.06% 1514 0 0.0% Q4 2025 Feb 17, 2026
AlphaCentric Advisors LLC History New 442 128 0.13% — 1515 +442 New Q4 2025 Feb 12, 2026
CVA Family Office, LLC History Reduced 440 127 0.01% 0.02% 1516 -54 -10.93% Q4 2025 Jan 12, 2026
TCTC Holdings, LLC History No change 437 126 0.0% 0.0% 1517 0 0.0% Q4 2025 Feb 12, 2026
Frazier Financial Advisors, LLC History New 432 125 0.07% — 1518 +432 New Q4 2025 Feb 09, 2026
Bravera Wealth History New 410 118 0.06% — 1519 +410 New Q4 2025 Apr 22, 2026
Golden State Wealth Management, LLC History Reduced 400 116 0.01% 0.01% 1520 -27 -6.32% Q4 2025 Feb 13, 2026
Deseret Mutual Benefit Administrators History Reduced 400 116 0.05% 0.05% 1521 -23 -5.44% Q4 2025 Feb 11, 2026
Trifecta Capital Advisors, LLC History Reduced 400 116 0.02% 0.02% 1522 -22 -5.21% Q4 2025 Jan 30, 2026
True Wealth Design, LLC History Reduced 396 114 0.03% 0.04% 1524 -18 -4.35% Q4 2025 Jan 08, 2026
Washington Trust Advisors, Inc. History Reduced 396 114 0.01% 0.01% 1523 -7 -1.74% Q4 2025 Feb 03, 2026
MOTCO History No change 387 112 0.01% 0.01% 1525 0 0.0% Q4 2025 Feb 06, 2026
CITY HOLDING CO History Reduced 381 110 0.01% 0.02% 1526 -155 -28.92% Q4 2025 Jan 22, 2026
Financial Perspectives, Inc History No change 380 110 0.03% 0.03% 1527 0 0.0% Q4 2025 Jan 28, 2026
Crewe Advisors LLC History Added to 374 108 0.01% 0.01% 1528 +7 1.91% Q4 2025 Jan 16, 2026
Strive Financial Group ,LLC History New 369 107 0.05% — 1530 +369 New Q4 2025 Feb 18, 2026
FINANCIAL CONSULATE, INC History Added to 372 107 0.01% 0.01% 1529 +5 1.36% Q4 2025 Jan 22, 2026
Valued Wealth Advisors LLC History Added to 363 105 0.05% 0.04% 1531 +22 6.45% Q4 2025 Jan 30, 2026
North Star Investment Management Corp. History Added to 362 104 0.01% 0.0% 1533 +217 149.66% Q4 2025 Jan 30, 2026
FIRST UNITED BANK & TRUST History No change 359 104 0.03% 0.03% 1532 0 0.0% Q4 2025 Jan 21, 2026
Torren Management, LLC History New 357 103 0.05% — 1535 +357 New Q4 2025 Jan 30, 2026
Bangor Savings Bank History Added to 356 103 0.01% 0.01% 1534 +55 18.27% Q4 2025 Jan 16, 2026
FIRST FINANCIAL CORP /IN/ History No change 351 101 0.04% 0.04% 1536 0 0.0% Q4 2025 Jan 13, 2026
CKW FINANCIAL GROUP History No change 344 100 0.01% 0.01% 1537 0 0.0% Q4 2025 Jan 26, 2026
WPG Advisers, LLC History Added to 340 98 0.07% 0.06% 1538 +71 26.39% Q4 2025 Jan 28, 2026
IMA Advisory Services, Inc. History Added to 327 94 0.01% 0.01% 1539 +18 5.83% Q4 2025 Feb 11, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 321 93 0.02% 0.02% 1540 0 0.0% Q4 2025 Jan 23, 2026
Timmons Wealth Management, LLC History New 320 92 0.09% — 1542 +320 New Q4 2025 Feb 12, 2026
Capital Advisors, Ltd. LLC History Added to 318 92 0.01% 0.01% 1541 +10 3.25% Q4 2025 Jan 21, 2026
DV EQUITIES, LLC History New 311 90 0.02% — 1543 +311 New Q4 2025 Feb 17, 2026
ALBION FINANCIAL GROUP /UT History Added to 309 89 0.01% 0.0% 1544 +250 423.73% Q4 2025 Jan 21, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 309 89 0.04% 0.04% 1545 0 0.0% Q4 2025 Jan 26, 2026
TOWER TRUST & INVESTMENT Co History No change 308 89 0.06% 0.06% 1546 0 0.0% Q4 2025 Jan 21, 2026
Westside Investment Management, Inc. History Added to 306 88 0.01% 0.01% 1547 +24 8.51% Q4 2025 Jan 23, 2026
Murphy & Mullick Capital Management Corp History No change 295 85 0.06% 0.06% 1548 0 0.0% Q4 2025 Feb 10, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 288 83 0.01% 0.0% 1549 +204 242.86% Q4 2025 Feb 06, 2026
Coastline Trust Co History No change 285 82 0.01% 0.01% 1550 0 0.0% Q4 2025 Jan 05, 2026
IMG Wealth Management, Inc. History Added to 276 80 0.05% 0.05% 1554 +15 5.75% Q4 2025 Feb 05, 2026
Hartford Financial Management Inc. History No change 278 80 0.02% 0.02% 1551 0 0.0% Q4 2025 Jan 21, 2026
Silvant Capital Management LLC History No change 279 80 0.0% 0.0% 1552 0 0.0% Q4 2025 Feb 13, 2026
Princeton Global Asset Management LLC History No change 278 80 0.01% 0.01% 1553 0 0.0% Q4 2025 Jan 20, 2026
Elyxium Wealth, LLC History New 272 78 0.02% — 1555 +272 New Q4 2025 Feb 05, 2026
BLUELINE ADVISORS LLC History New 272 78 0.06% — 1556 +272 New Q4 2025 Feb 10, 2026
Miller Capital Partners, Inc. History New 267 77 0.04% — 1557 +267 New Q4 2025 Feb 17, 2026
Triumph Capital Management History New 260 75 0.02% — 1558 +260 New Q4 2025 Feb 12, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 260 75 0.02% 0.02% 1559 0 0.0% Q4 2025 Feb 13, 2026
CBIZ Investment Advisory Services, LLC History Added to 257 74 0.0% 0.0% 1560 +200 350.88% Q4 2025 Feb 09, 2026
Independence Bank of Kentucky History Added to 254 73 0.01% 0.01% 1562 +7 2.83% Q4 2025 Jan 20, 2026
Battery Global Advisors, LLC History Added to 254 73 0.03% 0.03% 1561 +4 1.6% Q4 2025 Feb 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 251 72 0.02% 0.02% 1563 0 0.0% Q4 2025 Feb 11, 2026
Salomon & Ludwin, LLC History Added to 244 70 0.01% 0.01% 1564 +19 8.44% Q4 2025 Jan 28, 2026
Hilton Head Capital Partners, LLC History New 235 68 0.04% — 1567 +235 New Q4 2025 Feb 11, 2026
MCF Advisors LLC History Added to 237 68 0.0% 0.0% 1565 +30 14.49% Q4 2025 Feb 11, 2026
Bell Investment Advisors, Inc History Added to 236 68 0.01% 0.01% 1566 +6 2.61% Q4 2025 Feb 24, 2026
VSM Wealth Advisory, LLC History Reduced 234 67 0.02% 0.03% 1568 -101 -30.15% Q4 2025 Feb 06, 2026
Garton & Associates Financial Advisors LLC History New 230 66 0.04% — 1570 +230 New Q4 2025 Feb 18, 2026
Cornerstone Financial Management LLC History New 229 66 0.06% — 1571 +229 New Q4 2025 Feb 13, 2026
SIT INVESTMENT ASSOCIATES INC History No change 226 66 0.08% 0.0% 1569 0 0.0% Q4 2025 Feb 25, 2026
Leonteq Securities AG History Reduced 226 65 0.0% 0.0% 1573 -119 -34.49% Q4 2025 Feb 06, 2026
COUNTRY TRUST BANK History No change 225 65 0.0% 0.0% 1572 0 0.0% Q4 2025 Jan 21, 2026
Physician Wealth Advisors, Inc. History Reduced 221 64 0.01% 0.01% 1574 -20 -8.3% Q4 2025 Jan 29, 2026
Reflection Asset Management History New 219 63 0.04% — 1577 +219 New Q4 2025 Mar 02, 2026
Heritage Wealth Advisors History Added to 219 63 0.0% 0.0% 1575 +22 11.17% Q4 2025 Feb 13, 2026
Piscataqua Savings Bank History No change 218 63 0.04% 0.05% 1576 0 0.0% Q4 2025 Jan 16, 2026
First Command Advisory Services, Inc. History Added to 213 61 0.0% 0.0% 1578 +28 15.14% Q4 2025 Feb 11, 2026
WOLFF WIESE MAGANA LLC History No change 212 61 0.03% 0.03% 1579 0 0.0% Q4 2025 Jan 14, 2026
Nemes Rush Group LLC History Added to 209 60 0.01% 0.01% 1580 +18 9.42% Q4 2025 Feb 11, 2026
Keating Financial Advisory Services, Inc. History New 204 59 0.01% — 1584 +204 New Q4 2025 Feb 09, 2026
Bogart Wealth, LLC History Reduced 204 59 0.0% 0.0% 1581 -8 -3.77% Q4 2025 Jan 30, 2026
Reyes Financial Architecture, Inc. History Added to 205 59 0.04% 0.04% 1583 +5 2.5% Q4 2025 Jan 26, 2026
Private Wealth Management Group, LLC History No change 205 59 0.02% 0.02% 1582 0 0.0% Q4 2025 Jan 23, 2026
VESTOR CAPITAL, LLC History Added to 1,312 58 0.0% 0.0% 1586 +1,112 556.0% Q4 2025 Feb 11, 2026
McIlrath & Eck, LLC History Added to 200 58 0.01% 0.0% 1588 +118 143.9% Q4 2025 Feb 03, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Added to 202 58 0.02% 0.05% 1585 +115 132.18% Q4 2025 Jan 20, 2026
Knights of Columbus Asset Advisors LLC History No change 200 58 0.0% 0.0% 1587 0 0.0% Q4 2025 Feb 09, 2026
Pandora Wealth, Inc. History No change 200 58 0.04% 0.03% 1589 0 0.0% Q4 2025 Feb 04, 2026
Ares Financial Consulting, LLC History New 195 56 0.05% — 1590 +195 New Q4 2025 Jan 30, 2026
Sound Income Strategies, LLC History Added to 204 55 0.0% 0.0% 1591 +67 48.91% Q4 2025 Jan 21, 2026
Strategic Investment Solutions, Inc. /IL History Added to 192 55 0.01% 0.01% 1592 +1 0.52% Q4 2025 Feb 27, 2026
Wealth Watch Advisors, INC History Reduced 186 53 0.02% 0.02% 1593 -25 -11.85% Q4 2025 Feb 17, 2026
Asset Planning,Inc History Added to 184 53 0.04% 0.04% 1594 +1 0.55% Q4 2025 Feb 03, 2026
Cornerstone Planning Group LLC History Added to 185 52 0.01% 0.0% 1595 +166 873.68% Q4 2025 Feb 02, 2026
TOTH FINANCIAL ADVISORY CORP History Added to 178 51 0.01% 0.01% 1596 +7 4.09% Q4 2025 Jan 20, 2026
Kennebec Savings Bank History No change 179 51 0.04% 0.04% 1597 0 0.0% Q4 2025 Jan 22, 2026
SJS Investment Consulting Inc. History Added to 175 50 0.01% 0.01% 1598 +24 15.89% Q4 2025 Jan 21, 2026
Trust Co History Added to 172 49 0.0% 0.0% 1600 +28 19.44% Q4 2025 Jan 15, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History Reduced 169 49 0.01% 0.02% 1599 -27 -13.78% Q4 2025 Jan 23, 2026
GW&K Investment Management, LLC History Added to 165 48 0.0% 0.0% 1601 +18 12.24% Q4 2025 Feb 11, 2026
Fourth Dimension Wealth, LLC History No change 165 47 0.02% 0.02% 1602 0 0.0% Q4 2025 Feb 04, 2026
High Point Wealth Management, LLC History New 162 46 0.04% — 1606 +162 New Q4 2025 Jan 29, 2026
Y.D. More Investments Ltd History Reduced 161 46 0.0% 0.0% 1604 -20 -11.05% Q4 2025 Jan 21, 2026
Park Place Capital Corp History Reduced 162 46 0.01% 0.01% 1605 -3 -1.82% Q4 2025 Jan 09, 2026
Colonial Trust Advisors History No change 160 46 0.0% 0.0% 1603 0 0.0% Q4 2025 Feb 12, 2026
Merited Wealth, LLC History New 149 43 0.04% — 1612 +149 New Q4 2025 Mar 26, 2026
American Capital Advisory, LLC History Added to 150 43 0.02% 0.02% 1611 +2 1.35% Q4 2025 Jan 30, 2026
DUNCKER STREETT & CO INC History No change 149 43 0.01% 0.01% 1607 0 0.0% Q4 2025 Jan 27, 2026
ATWOOD & PALMER INC History No change 150 43 0.0% 0.0% 1608 0 0.0% Q4 2025 Jan 28, 2026
Wellington Shields Capital Management, LLC History No change 150 43 0.01% 0.01% 1609 0 0.0% Q4 2025 Feb 09, 2026
Glass Jacobson Investment Advisors llc History No change 150 43 0.02% 0.01% 1610 0 0.0% Q4 2025 Jan 22, 2026
Sarver Vrooman Wealth Advisors History Reduced 145 42 0.02% 0.04% 1613 -89 -38.03% Q4 2025 Feb 10, 2026
TUCKER ASSET MANAGEMENT LLC History New 143 41 0.01% — 1614 +143 New Q4 2025 Feb 05, 2026
Laurel Wealth Advisors LLC History New 138 40 0.01% — 1617 +138 New Q4 2025 Jan 30, 2026
Clayton Financial Group LLC History Added to 141 40 0.02% 0.02% 1620 +41 41.0% Q4 2025 Jan 21, 2026
Fortitude Family Office, LLC History Reduced 141 40 0.01% 0.01% 1619 -4 -2.76% Q4 2025 Jan 15, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 141 40 0.0% 0.0% 1615 +3 2.17% Q4 2025 Jan 20, 2026
BOK Financial Private Wealth, Inc. History No change 139 40 0.0% 0.0% 1616 0 0.0% Q4 2025 Feb 06, 2026
Cedar Mountain Advisors, LLC History No change 140 40 0.01% 0.01% 1618 0 0.0% Q4 2025 Feb 11, 2026
Millstone Evans Group, LLC History Reduced 133 38 0.02% 0.02% 1621 -4 -2.92% Q4 2025 Feb 02, 2026
OPTIMA CAPITAL LLC History New 130 37 0.02% — 1622 +130 New Q4 2025 Jan 23, 2026
CDKV HOLDINGS LLC History New 129 37 0.03% — 1624 +129 New Q4 2025 Feb 17, 2026
Harbor Asset Planning, Inc. History No change 130 37 0.03% 0.03% 1623 0 0.0% Q4 2025 Jan 26, 2026
eCIO, Inc. History New 127 36 0.02% — 1625 +127 New Q4 2025 Jan 20, 2026
Hughes Financial Services, LLC History No change 126 36 0.01% 0.01% 1626 0 0.0% Q4 2025 Feb 11, 2026
Navalign, LLC History New 121 35 0.01% — 1627 +121 New Q4 2025 Feb 05, 2026
YANKCOM Partnership History Added to 121 35 0.01% 0.01% 1628 +8 7.08% Q4 2025 Jan 20, 2026
Wilkerson Advisory Group LLC History New 120 34 0.01% — 1632 +120 New Q4 2025 Feb 13, 2026
Nalls Sherbakoff Group, LLC History No change 120 34 0.02% 0.02% 1629 0 0.0% Q4 2025 Mar 12, 2026
SOA Wealth Advisors, LLC. History No change 119 34 0.01% 0.01% 1630 0 0.0% Q4 2025 Jan 20, 2026
Nova Wealth Management, Inc. History No change 119 34 0.02% 0.02% 1631 0 0.0% Q4 2025 Jan 14, 2026
ENTRUST FINANCIAL LLC History New 108 31 0.02% — 1635 +108 New Q4 2025 Feb 06, 2026
Luken Investment Analytics, LLC History Added to 108 31 0.01% 0.01% 1633 +2 1.89% Q4 2025 Feb 03, 2026
New England Capital Financial Advisors LLC History No change 110 31 0.01% 0.01% 1634 0 0.0% Q4 2025 Feb 02, 2026
ESL Trust Services, LLC History Reduced 100 29 0.01% 0.01% 1638 -9 -8.26% Q4 2025 Feb 10, 2026
Lavaca Capital LLC History No change 100 29 0.0% 0.0% 1636 0 0.0% Q4 2025 Feb 13, 2026
Quaker Wealth Management, LLC History No change 103 29 0.01% 0.01% 1637 0 0.0% Q4 2025 Jan 28, 2026
Delos Wealth Advisors, LLC History No change 100 29 0.02% 0.02% 1639 0 0.0% Q4 2025 Feb 17, 2026
Greykasell Wealth Strategies, Inc. History No change 100 29 0.01% 0.01% 1640 0 0.0% Q4 2025 Feb 11, 2026
BIRCHBROOK, INC. History No change 100 29 0.01% 0.01% 1641 0 0.0% Q4 2025 Feb 04, 2026
Kohmann Bosshard Financial Services, LLC History New 97 27 0.0% — 1643 +97 New Q4 2025 Jan 30, 2026
OSTERWEIS CAPITAL MANAGEMENT INC History No change 96 27 0.0% 0.0% 1642 0 0.0% Q4 2025 Feb 17, 2026
Mascoma Wealth Management LLC History Added to 90 26 0.01% 0.01% 1644 +4 4.65% Q4 2025 Feb 04, 2026
Abound Wealth Management History Added to 93 26 0.01% 0.01% 1646 +2 2.2% Q4 2025 Jan 12, 2026
Red Tortoise LLC History No change 91 26 0.01% 0.01% 1645 0 0.0% Q4 2025 Jan 22, 2026
Kemnay Advisory Services Inc. History New 88 25 0.0% — 1647 +88 New Q4 2025 Feb 17, 2026
Financial Management Professionals, Inc. History Added to 87 25 0.0% 0.0% 1648 +2 2.35% Q4 2025 Jan 27, 2026
SWISS RE LTD History New 80 23 0.0% — 1649 +80 New Q4 2025 Feb 12, 2026
Key Capital Management, INC History New 80 23 0.02% — 1652 +80 New Q4 2025 Jan 26, 2026
Basepoint Wealth LLC History New 79 23 0.01% — 1651 +79 New Q4 2025 Feb 10, 2026
Solstein Capital, LLC History No change 81 23 0.01% 0.0% 1650 0 0.0% Q4 2025 Feb 13, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 79 22 0.01% 0.0% 1653 +20 33.9% Q4 2025 Jan 15, 2026
Towne Trust Company, N.A History New 73 21 0.01% — 1654 +73 New Q4 2025 Jan 26, 2026
DHJJ Financial Advisors, Ltd. History No change 75 21 0.01% 0.01% 1655 0 0.0% Q4 2025 Jan 23, 2026
Activest Wealth Management History Added to 70 20 0.0% 0.0% 1657 +4 6.06% Q4 2025 Jan 30, 2026
IFS Advisors, LLC History No change 69 20 0.01% 0.01% 1656 0 0.0% Q4 2025 Jan 09, 2026
Sachetta, LLC History No change 71 20 0.01% 0.01% 1658 0 0.0% Q4 2025 Feb 02, 2026
GPS Wealth Strategies Group, LLC History Reduced 67 19 0.02% 0.02% 1659 -529 -88.76% Q4 2025 Feb 06, 2026
Quattro Advisors LLC History New 66 19 0.02% — 1662 +66 New Q4 2025 Feb 13, 2026
Barnes Dennig Private Wealth Management LLC History Reduced 67 19 0.02% 0.03% 1661 -29 -30.21% Q4 2025 Jan 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 67 19 0.0% 0.0% 1660 -16 -19.28% Q4 2025 Jan 08, 2026
Wealth Preservation Advisors, LLC History New 65 18 0.01% — 1664 +65 New Q4 2025 Feb 23, 2026
Wealth Enhancement Trust Services, Inc. History New 64 18 0.0% — 1667 +64 New Q4 2025 Jan 27, 2026
Scarborough Advisors, LLC History Reduced 65 18 0.0% 0.0% 1663 -1 -1.52% Q4 2025 Feb 17, 2026
WealthCollab, LLC History No change 65 18 0.01% 0.01% 1665 0 0.0% Q4 2025 Jan 27, 2026
Comprehensive Financial Planning, Inc./PA History No change 64 18 0.01% 0.01% 1666 0 0.0% Q4 2025 Feb 11, 2026
SFAM, LLC History New 60 17 0.02% — 1669 +60 New Q4 2025 Feb 12, 2026
Kilter Group LLC History Added to 60 17 0.01% 0.0% 1672 +40 200.0% Q4 2025 Feb 13, 2026
Westfuller Advisors, LLC History Added to 60 17 0.01% 0.01% 1671 +16 36.36% Q4 2025 Jan 21, 2026
MEEDER ASSET MANAGEMENT INC History No change 59 17 0.0% 0.0% 1668 0 0.0% Q4 2025 Feb 11, 2026
Truvestments Capital LLC History No change 62 17 0.0% 0.0% 1670 0 0.0% Q4 2025 Feb 13, 2026
Prudent Man Investment Management, Inc. History New 58 16 0.01% — 1674 +58 New Q4 2025 Feb 12, 2026
Quarry LP History Added to 58 16 0.0% 0.0% 1673 +20 52.63% Q4 2025 Feb 13, 2026
West Branch Capital LLC History Reduced 54 15 0.0% 0.01% 1676 -125 -69.83% Q4 2025 Jan 16, 2026
Signature Equity Partners, LLC History New 53 15 0.01% — 1680 +53 New Q4 2025 Feb 17, 2026
AMERIFLEX GROUP, INC. History Added to 53 15 0.01% 0.0% 1679 +41 341.67% Q4 2025 Feb 18, 2026
Strengthening Families & Communities, LLC History Added to 55 15 0.01% 0.0% 1678 +1 1.85% Q4 2025 Feb 03, 2026
Morse Asset Management, Inc History No change 53 15 0.0% 0.0% 1675 0 0.0% Q4 2025 Feb 03, 2026
Costello Asset Management, INC History No change 53 15 0.0% 0.0% 1677 0 0.0% Q4 2025 Feb 03, 2026
Miller Global Investments, LLC History New 50 14 0.01% — 1684 +50 New Q4 2025 Jan 05, 2026
HOWARD HUGHES MEDICAL INSTITUTE History No change 49 14 0.01% 0.01% 1681 0 0.0% Q4 2025 Feb 17, 2026
Rosenberg Matthew Hamilton History No change 50 14 0.0% 0.0% 1682 0 0.0% Q4 2025 Jan 05, 2026
RMG Wealth Management LLC History No change 52 14 0.0% 0.0% 1683 0 0.0% Q4 2025 Jan 29, 2026
Missouri Trust & Investment Co History Reduced 45 13 0.0% 0.01% 1689 -55 -55.0% Q4 2025 Feb 13, 2026
Clearstead Trust, LLC History Reduced 46 13 0.0% 0.0% 1686 -13 -22.03% Q4 2025 Feb 09, 2026
Cranbrook Wealth Management, LLC History No change 46 13 0.0% 0.0% 1685 0 0.0% Q4 2025 Jan 28, 2026
N.E.W. Advisory Services LLC History No change 46 13 0.0% 0.0% 1687 0 0.0% Q4 2025 Jan 28, 2026
Center for Financial Planning, Inc. History No change 45 13 0.0% 0.0% 1688 0 0.0% Q4 2025 Feb 05, 2026
Rialto Wealth Management, LLC History No change 46 13 0.0% 0.0% 1690 0 0.0% Q4 2025 Jan 12, 2026
Elevated Capital Advisors, LLC History New 42 12 0.0% — 1692 +42 New Q4 2025 Jan 27, 2026
Avion Wealth History Reduced 43 12 0.0% 0.0% 1691 -8 -15.69% Q4 2025 Jan 23, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 43 12 0.0% 0.0% 1693 0 0.0% Q4 2025 Jan 28, 2026
KERR FINANCIAL PLANNING Corp History No change 40 12 0.02% 0.02% 1694 0 0.0% Q4 2025 Feb 10, 2026
Archer Investment Corp History Reduced 41 11 0.0% 0.06% 1695 -941 -95.82% Q4 2025 Jan 30, 2026
MCGUIRE CAPITAL ADVISORS INC History New 41 11 0.01% — 1699 +41 New Q4 2025 Feb 19, 2026
Dogwood Wealth Management LLC History Added to 38 11 0.0% 0.0% 1698 +7 22.58% Q4 2025 Feb 04, 2026
DiNuzzo Private Wealth, Inc. History No change 39 11 0.0% 0.0% 1696 0 0.0% Q4 2025 Jan 16, 2026
Chung Wu Investment Group, LLC History No change 40 11 0.01% 0.01% 1697 0 0.0% Q4 2025 Feb 02, 2026
United Financial Planning Group LLC History New 36 10 0.01% — 1703 +36 New Q4 2025 Feb 11, 2026
HHM Wealth Advisors, LLC History No change 35 10 0.0% 0.0% 1700 0 0.0% Q4 2025 Jan 22, 2026
Your Advocates Ltd., LLP History No change 35 10 0.0% 0.0% 1701 0 0.0% Q4 2025 Feb 02, 2026
Davis Capital Management History No change 36 10 0.01% 0.01% 1702 0 0.0% Q4 2025 Jan 28, 2026
Legacy Bridge, LLC History New 32 9 0.0% — 1704 +32 New Q4 2025 Jan 23, 2026
Bay Harbor Wealth Management, LLC History Added to 32 9 0.0% 0.0% 1705 +13 68.42% Q4 2025 Feb 02, 2026
Evelyn Partners Asset Management Ltd History Reduced 29 8 0.0% 0.0% 1713 -46 -61.33% Q4 2025 Feb 13, 2026
Joseph Group Capital Management History New 29 8 0.0% — 1708 +29 New Q4 2025 Jan 30, 2026
Lodestone Wealth Management LLC History New 28 8 0.0% — 1709 +28 New Q4 2025 Jan 15, 2026
Rossby Financial, LCC History Added to 30 8 0.0% 0.0% 1712 +18 150.0% Q4 2025 Feb 12, 2026
PROFFITT & GOODSON INC History Reduced 29 8 0.0% 0.0% 1706 -2 -6.45% Q4 2025 Jan 27, 2026
TD Capital Management LLC History No change 31 8 0.0% 0.0% 1707 0 0.0% Q4 2025 Feb 26, 2026
Accordant Advisory Group Inc History No change 28 8 0.01% 0.0% 1710 0 0.0% Q4 2025 Jan 22, 2026
Kentucky Trust Co History No change 28 8 0.0% 0.0% 1711 0 0.0% Q4 2025 Jan 21, 2026
Boreal Capital Management LLC History No change 25 7 0.01% 0.0% 1714 0 0.0% Q4 2025 Feb 17, 2026
REAP Financial Group, LLC History New 24 6 0.0% — 1717 +24 New Q4 2025 Feb 10, 2026
Sunrise Financial Services, LLC History New 24 6 0.0% — 1719 +24 New Q4 2025 Feb 11, 2026
Imprint Wealth LLC History New 23 6 0.03% — 1716 +23 New Q4 2025 Feb 17, 2026
Advocate Investing Services LLC History New 22 6 0.01% — 1718 +22 New Q4 2025 Feb 12, 2026
HAZLETT, BURT & WATSON, INC. History Added to 18 6 0.0% 0.0% 1715 +9 100.0% Q4 2025 Feb 10, 2026
Bare Financial Services, Inc History Reduced 20 5 0.0% 0.0% 1722 -2 -9.09% Q4 2025 Feb 06, 2026
Anfield Capital Management, LLC History No change 19 5 0.0% 0.0% 1720 0 0.0% Q4 2025 Feb 03, 2026
Global Wealth Strategies & Associates History No change 18 5 0.0% 0.0% 1721 0 0.0% Q4 2025 Jan 02, 2026
Capital Analysts, LLC History Reduced 15 4 0.0% 0.0% 1723 -21 -58.33% Q4 2025 Feb 11, 2026
Gleason Group, Inc. History New 16 4 0.0% — 1724 +16 New Q4 2025 Jan 15, 2026
MidAtlantic Capital Management, Inc. History New 15 4 0.0% — 1728 +15 New Q4 2025 Feb 10, 2026
Greenline Wealth Management LLC History New 15 4 0.0% — 1730 +15 New Q4 2025 Feb 13, 2026
Principia Wealth Advisory, LLC History Added to 16 4 0.0% 0.0% 1727 +3 23.08% Q4 2025 Feb 10, 2026
TFC Financial Management, Inc. History No change 14 4 0.0% 0.0% 1725 0 0.0% Q4 2025 Jan 23, 2026
REDMONT WEALTH ADVISORS LLC History No change 15 4 0.01% 0.01% 1726 0 0.0% Q4 2025 Feb 06, 2026
Clark Wealth Partners History No change 14 4 0.0% 0.0% 1729 0 0.0% Q4 2025 Feb 04, 2026
EVOLUTION WEALTH MANAGEMENT INC. History New 13 3 0.0% — 1734 +13 New Q4 2025 Feb 10, 2026
PayPay Securities Corp History Added to 11 3 0.09% 0.07% 1731 +3 37.5% Q4 2025 Jan 26, 2026
Signature Resources Capital Management, LLC History Added to 12 3 0.0% 0.0% 1732 +2 20.0% Q4 2025 Jan 21, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 11 3 0.0% 0.0% 1733 0 0.0% Q4 2025 Jan 09, 2026
HFM Investment Advisors, LLC History No change 12 3 0.0% 0.0% 1735 0 0.0% Q4 2025 Feb 05, 2026
Birchwood Financial Partners, Inc. History New 10 2 0.0% — 1747 +10 New Q4 2025 Feb 19, 2026
Cape Investment Advisory, Inc. History Added to 7 2 0.0% — 1741 +5 250.0% Q4 2025 Feb 17, 2026
Aspect Partners, LLC History Added to 9 2 0.0% 0.0% 1742 +3 50.0% Q4 2025 Jan 23, 2026
WestEnd Advisors, LLC History Added to 7 2 0.0% 0.0% 1739 +2 40.0% Q4 2025 Jan 27, 2026
Aventura Private Wealth, LLC History Added to 7 2 0.0% 0.0% 1745 +1 16.67% Q4 2025 Jan 07, 2026
TANAKA CAPITAL MANAGEMENT INC History No change 6 2 0.0% 0.0% 1736 0 0.0% Q4 2025 Feb 17, 2026
S&T BANK/PA History No change 10 2 0.0% 0.0% 1737 0 0.0% Q4 2025 Feb 13, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 8 2 0.0% 0.0% 1738 0 0.0% Q4 2025 Jan 14, 2026
Newbridge Financial Services Group, Inc. History No change 9 2 0.0% 0.0% 1740 0 0.0% Q4 2025 Jan 21, 2026
PFS Partners, LLC History No change 10 2 0.0% 0.0% 1743 0 0.0% Q4 2025 Jan 16, 2026
Breakwater Investment Management History No change 9 2 0.0% 0.0% 1744 0 0.0% Q4 2025 Feb 02, 2026
WINNOW WEALTH LLC History No change 8 2 0.0% 0.0% 1746 0 0.0% Q4 2025 Feb 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History New 6 1 0.0% — 1748 +6 New Q4 2025 Feb 12, 2026
Camelot Portfolios, LLC History New 4 1 0.0% — 1749 +4 New Q4 2025 Jan 29, 2026
NVWM, LLC History New 4 1 0.0% — 1750 +4 New Q4 2025 Jan 20, 2026
Luminist Capital LLC History New 4 1 0.0% — 1751 +4 New Q4 2025 Feb 13, 2026
Ritter Daniher Financial Advisory LLC / DE History New 4 1 0.0% — 1753 +4 New Q4 2025 Feb 10, 2026
EQ WEALTH ADVISORS, LLC History New 4 1 0.0% — 1756 +4 New Q4 2025 Feb 02, 2026
SITTNER & NELSON, LLC History No change 6 1 0.0% 0.0% 1752 0 0.0% Q4 2025 Feb 11, 2026
Financial Network Wealth Advisors LLC History No change 6 1 0.0% 0.0% 1754 0 0.0% Q4 2025 Feb 13, 2026
Seneschal Advisors, LLC History No change 6 1 0.0% 0.0% 1755 0 0.0% Q4 2025 Feb 13, 2026
SAMLYN CAPITAL, LLC History Closed out 0 0 — 0.7% — -181,910 -100.0% Q3 2025 Nov 14, 2025
Aware Super Pty Ltd as trustee of Aware Super History Closed out 0 0 — 0.38% — -98,883 -100.0% Q3 2025 Nov 13, 2025
DJE Kapital AG History Closed out 0 0 — 0.6% — -93,329 -100.0% Q3 2025 Oct 30, 2025
LBP AM SA History Closed out 0 0 — 0.3% — -87,799 -100.0% Q3 2025 Oct 31, 2025
OPPENHEIMER ASSET MANAGEMENT INC. History Closed out 0 0 — 0.19% — -63,319 -100.0% Q3 2025 Nov 06, 2025
Empowered Funds, LLC History Closed out 0 0 — 0.14% — -50,461 -100.0% Q3 2025 Nov 13, 2025
Morningstar Investment Management LLC History Closed out 0 0 — 0.25% — -24,526 -100.0% Q3 2025 Nov 17, 2025
Weiss Asset Management LP History Closed out 0 0 — 2.11% — -21,690 -100.0% Q3 2025 Feb 17, 2026
Volterra Technologies LP History Closed out 0 0 — 0.45% — -18,700 -100.0% Q3 2025 Nov 14, 2025
PARK AVENUE SECURITIES LLC History Closed out 0 0 — 0.03% — -15,577 -100.0% Q3 2025 Oct 23, 2025
Nearwater Capital Markets, Ltd History Closed out 0 0 — 0.06% — -15,000 -100.0% Q3 2025 Nov 13, 2025
NUANCE INVESTMENTS, LLC History Closed out 0 0 — 0.32% — -11,156 -100.0% Q3 2025 Nov 06, 2025
Fieldview Capital Management, LLC History Closed out 0 0 — 0.42% — -9,132 -100.0% Q3 2025 Nov 13, 2025
OPPENHEIMER & CO INC History Closed out 0 0 — 0.03% — -8,603 -100.0% Q3 2025 Nov 06, 2025
Quantbot Technologies LP History Closed out 0 0 — 0.06% — -7,511 -100.0% Q3 2025 Nov 12, 2025
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Closed out 0 0 — 0.12% — -6,783 -100.0% Q3 2025 Nov 13, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.04% — -6,269 -100.0% Q3 2025 Oct 14, 2025
Cornerstone Advisors, LLC History Closed out 0 0 — 0.06% — -6,200 -100.0% Q3 2025 Nov 07, 2025
Aster Capital Management (DIFC) Ltd History Closed out 0 0 — 0.85% — -6,061 -100.0% Q3 2025 Nov 12, 2025
GROUPAMA ASSET MANAGMENT History Closed out 0 0 — 0.02% — -5,783 -100.0% Q3 2025 Dec 01, 2025
Maridea Wealth Management LLC History Closed out 0 0 — 0.21% — -5,199 -100.0% Q3 2025 Nov 07, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 — 0.18% — -4,391 -100.0% Q3 2025 Nov 14, 2025
IBEX WEALTH ADVISORS History Closed out 0 0 — 0.08% — -2,889 -100.0% Q3 2025 Nov 12, 2025
National Wealth Management Group, LLC History Closed out 0 0 — 0.27% — -2,552 -100.0% Q3 2025 Oct 31, 2025
Scientech Research LLC History Closed out 0 0 — 0.24% — -2,443 -100.0% Q3 2025 Nov 14, 2025
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 — 0.11% — -2,431 -100.0% Q3 2025 Nov 12, 2025
TCI Wealth Advisors, Inc. History Closed out 0 0 — 0.04% — -2,359 -100.0% Q3 2025 Oct 14, 2025
Pure Financial Advisors, LLC History Closed out 0 0 — 0.01% — -2,331 -100.0% Q3 2025 Oct 20, 2025
Global Retirement Partners, LLC History Closed out 0 0 — 0.01% — -1,762 -100.0% Q3 2025 Oct 21, 2025
SHERBROOKE PARK ADVISERS LLC History Closed out 0 0 — 0.19% — -1,471 -100.0% Q3 2025 Nov 14, 2025
Main Street Financial Solutions, LLC History Closed out 0 0 — 0.02% — -1,205 -100.0% Q3 2025 Nov 14, 2025
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History Closed out 0 0 — 0.28% — -1,101 -100.0% Q3 2025 Nov 13, 2025
Longboard Asset Management, LP History Closed out 0 0 — 0.48% — -1,074 -100.0% Q3 2025 Oct 22, 2025
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.03% — -1,063 -100.0% Q3 2025 Oct 15, 2025
Verus Financial Partners, Inc. History Closed out 0 0 — 0.03% — -1,046 -100.0% Q3 2025 Oct 30, 2025
LEIGH BALDWIN & CO., LLC History Closed out 0 0 — 0.16% — -1,044 -100.0% Q3 2025 Nov 14, 2025
S-Bank Fund Management Ltd History Closed out 0 0 — 0.04% — -1,037 -100.0% Q3 2025 Oct 27, 2025
Shulman DeMeo Asset Management LLC History Closed out 0 0 — 0.07% — -1,022 -100.0% Q3 2025 Oct 17, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.04% — -1,022 -100.0% Q3 2025 Oct 21, 2025
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Closed out 0 0 — 0.02% — -1,000 -100.0% Q3 2025 Oct 20, 2025
TRUSTCO BANK CORP N Y History Closed out 0 0 — 0.25% — -987 -100.0% Q3 2025 Nov 14, 2025
Warren Street Wealth Advisors, LLC History Closed out 0 0 — 0.08% — -966 -100.0% Q3 2025 Oct 17, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Closed out 0 0 — 0.02% — -952 -100.0% Q3 2025 Oct 21, 2025
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Closed out 0 0 — 0.06% — -907 -100.0% Q3 2025 Nov 19, 2025
DGS Capital Management, LLC History Closed out 0 0 — 0.05% — -893 -100.0% Q3 2025 Feb 24, 2026
RIDGECREST WEALTH PARTNERS, LLC History Closed out 0 0 — 0.11% — -849 -100.0% Q3 2025 Oct 14, 2025
Worth Asset Management, LLC History Closed out 0 0 — 0.11% — -847 -100.0% Q3 2025 Oct 17, 2025
FAIRFIELD, BUSH & CO. History Closed out 0 0 — 0.12% — -836 -100.0% Q3 2025 Nov 14, 2025
von Borstel & Associates, Inc. History Closed out 0 0 — 0.03% — -787 -100.0% Q3 2025 Nov 14, 2025
SAPIENT CAPITAL LLC History Closed out 0 0 — 0.0% — -754 -100.0% Q3 2025 Oct 17, 2025
Heritage Financial Services, LLC History Closed out 0 0 — 0.02% — -752 -100.0% Q3 2025 Oct 30, 2025
Field & Main Bank History Closed out 0 0 — 0.06% — -743 -100.0% Q3 2025 Nov 03, 2025
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Closed out 0 0 — 0.02% — -727 -100.0% Q3 2025 Oct 28, 2025
North Capital, Inc. History Closed out 0 0 — 0.1% — -456 -100.0% Q3 2025 Oct 09, 2025
Catalyst Capital Advisors LLC History Closed out 0 0 — 0.0% — -434 -100.0% Q3 2025 Nov 12, 2025
Financial Life Planners History Closed out 0 0 — 0.07% — -357 -100.0% Q3 2025 Nov 13, 2025
Ameritas Advisory Services, LLC History Closed out 0 0 — 0.01% — -351 -100.0% Q3 2025 Nov 06, 2025
JPL Wealth Management, LLC History Closed out 0 0 — 0.02% — -347 -100.0% Q3 2025 Nov 14, 2025
Pacifica Partners Inc. History Closed out 0 0 — 0.03% — -322 -100.0% Q3 2025 Oct 09, 2025
Main Street Group, LTD History Closed out 0 0 — 0.02% — -254 -100.0% Q3 2025 Nov 07, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.01% — -214 -100.0% Q3 2025 Oct 21, 2025
First PREMIER Bank History Closed out 0 0 — 0.01% — -170 -100.0% Q3 2025 Oct 15, 2025
Arlington Trust Co LLC History Closed out 0 0 — 0.01% — -152 -100.0% Q3 2025 Oct 28, 2025
Pathway Financial Advisers, LLC History Closed out 0 0 — 0.01% — -151 -100.0% Q3 2025 Nov 13, 2025
Rise Advisors, LLC History Closed out 0 0 — 0.01% — -143 -100.0% Q3 2025 Oct 08, 2025
CLEAR INVESTMENT RESEARCH, LLC History Closed out 0 0 — 0.05% — -125 -100.0% Q3 2025 Nov 07, 2025
Global Trust Asset Management, LLC History Closed out 0 0 — 0.01% — -100 -100.0% Q3 2025 Oct 28, 2025
Operose Advisors LLC History Closed out 0 0 — 0.0% — -73 -100.0% Q3 2025 Nov 12, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -54 -100.0% Q3 2025 Nov 03, 2025
MPWM ADVISORY SOLUTIONS, LLC History Closed out 0 0 — 0.01% — -46 -100.0% Q3 2025 Nov 14, 2025
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2025 Oct 16, 2025
Hopwood Financial Services, Inc. History Closed out 0 0 — 0.01% — -35 -100.0% Q3 2025 Nov 06, 2025
JDM Financial Group LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2025 Oct 21, 2025
Marquette Asset Management, LLC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2025 Oct 24, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2025 Oct 29, 2025
Heartwood Wealth Advisors LLC History Closed out 0 0 — 0.0% — -10 -100.0% Q3 2025 Oct 06, 2025
TSFG, LLC History Closed out 0 0 — 0.0% — -9 -100.0% Q3 2025 Nov 04, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 — 0.0% — -7 -100.0% Q3 2025 Nov 13, 2025
Rakuten Securities, Inc. History Reduced 3 0 — 0.0% — -4 -57.14% Q4 2025 Jan 29, 2026
Financial Gravity Asset Management, Inc. History Closed out 0 0 — 0.0% — -4 -100.0% Q3 2025 Nov 14, 2025
Marshall & Sterling Wealth Advisors Inc. History Closed out 0 0 — 0.0% — -4 -100.0% Q3 2025 Nov 10, 2025
Atlantic Private Wealth, LLC History New 2 0 — — — +2 New Q4 2025 Feb 11, 2026
ROSS\JOHNSON & Associates LLC History New 2 0 — — — +2 New Q4 2025 Feb 12, 2026
NorthAvenue LLC History New 1 0 — — — +1 New Q4 2025 Apr 02, 2026
Hurley Capital, LLC History Closed out 0 0 — — — -1 -100.0% Q3 2025 Nov 12, 2025
Stone House Investment Management, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 21, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 2 0 — — — 0 0.0% Q4 2025 Feb 05, 2026
DecisionPoint Financial, LLC History No change 2 0 — — — 0 0.0% Q4 2025 Jan 29, 2026
Coston, McIsaac & Partners History No change 2 0 — — — 0 0.0% Q4 2025 Feb 03, 2026