VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VEU

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 33,091,149 2,434,184 0.18% 0.12% 1 +9,126,417 38.08% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Reduced 22,631,718 1,664,789 0.1% 0.1% 2 -570,300 -2.46% Q4 2025 Feb 13, 2026
NORTHERN TRUST CORP History Added to 17,025,160 1,252,370 0.16% 0.15% 3 +354,349 2.13% Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 10,198,089 750,171 0.22% 0.2% 4 +275,111 2.77% Q4 2025 Feb 10, 2026
WELLS FARGO & COMPANY/MN History Added to 8,924,696 656,500 0.12% 0.12% 5 +228,689 2.63% Q4 2025 Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 8,008,451 589,101 0.32% 0.33% 6 +324,035 4.22% Q4 2025 Feb 06, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 7,430,169 546,563 10.32% 10.17% 7 +253,491 3.53% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 6,715,001 493,955 0.08% 0.08% 8 -108,284 -1.59% Q4 2025 Jan 29, 2026
Sanders Capital, LLC History Reduced 6,463,079 475,424 0.55% 0.79% 9 -2,579,150 -28.52% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 6,275,046 461,592 0.14% 0.14% 10 +87,964 1.42% Q4 2025 Feb 18, 2026
CBIZ Investment Advisory Services, LLC History Added to 5,384,662 396,095 14.98% 14.91% 11 +49,004 0.92% Q4 2025 Feb 09, 2026
Diversified Trust Co History Added to 5,240,708 385,506 7.1% 6.39% 12 +759,233 16.94% Q4 2025 Jan 09, 2026
CIBC Asset Management Inc History Reduced 4,717,816 347,042 0.84% 0.99% 13 -57,759 -1.21% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 4,542,145 334,120 1.41% 1.28% 14 +436,566 10.63% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Added to 4,507,711 331,587 0.05% 0.02% 15 +3,106,929 221.8% Q4 2025 Feb 12, 2026
Janney Montgomery Scott LLC History Reduced 4,038,583 297,078 0.68% 0.68% 16 -8,097 -0.2% Q4 2025 Feb 11, 2026
VANGUARD GROUP INC History Reduced 3,921,637 288,475 0.0% 0.0% 17 -57,605 -1.45% Q4 2025 Jan 29, 2026
WestEnd Advisors, LLC History Reduced 3,741,888 275,254 6.41% 6.36% 18 -66,970 -1.76% Q4 2025 Jan 27, 2026
HighTower Advisors, LLC History Reduced 3,681,575 270,816 0.3% 0.33% 19 -400,649 -9.81% Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Added to 3,438,614 252,944 0.39% 0.37% 20 +221,613 6.89% Q4 2025 Feb 13, 2026
LPL Financial LLC History Added to 3,425,295 251,964 0.07% 0.07% 21 +79,921 2.39% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Added to 3,392,150 249,526 0.22% 0.2% 22 +276,535 8.88% Q4 2025 Feb 13, 2026
LINCOLN NATIONAL CORP History Added to 3,387,018 249,149 7.28% 6.78% 23 +56,591 1.7% Q4 2025 Feb 09, 2026
Summit Financial, LLC History Added to 3,339,132 245,626 3.61% 3.56% 24 +66,977 2.05% Q4 2025 Feb 13, 2026
Cerity Partners LLC History Added to 3,124,733 229,855 0.33% 0.32% 25 +341,777 12.28% Q4 2025 Feb 11, 2026
Align Financial, LLC History New 228,404 228,404 0.13% — 26 +228,404 New Q4 2025 Feb 17, 2026
Euclidean Capital LLC History Added to 2,990,084 219,950 59.53% 77.31% 27 +411,900 15.98% Q4 2025 Feb 17, 2026
Choate Investment Advisors History Added to 2,976,271 218,934 4.3% 0.03% 28 +2,955,518 14241.4% Q4 2025 Feb 09, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 2,891,080 212,667 0.13% 0.13% 29 +197,054 7.31% Q4 2025 Feb 17, 2026
Kestra Investment Management, LLC History Added to 2,886,475 212,329 5.19% 5.05% 30 +251,636 9.55% Q4 2025 Feb 09, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 2,723,302 200,326 1.64% 1.5% 31 +204,523 8.12% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Added to 2,711,435 199,453 0.54% 0.43% 32 +445,170 19.64% Q4 2025 Feb 17, 2026
BROWN ADVISORY INC History Added to 2,648,382 194,814 0.27% 0.15% 33 +1,017,156 62.36% Q4 2025 Feb 13, 2026
TRUIST FINANCIAL CORP History Reduced 2,259,439 166,204 0.22% 0.22% 34 -27,576 -1.21% Q4 2025 Feb 02, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,258,124 166,107 0.02% 0.02% 35 -106,718 -4.51% Q4 2025 Mar 25, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 2,195,410 161,494 0.09% 0.09% 36 -11,175 -0.51% Q4 2025 Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 2,140,987 157,491 0.3% 0.3% 37 +78,368 3.8% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 2,058,802 151,446 0.02% — 38 +2,058,802 New Q4 2025 Feb 17, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Added to 2,026,675 149,082 5.67% 5.35% 39 +58,909 2.99% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 1,975,224 145,297 0.26% 0.27% 40 +55,410 2.89% Q4 2025 Mar 16, 2026
HARDING LOEVNER LP History Added to 1,918,731 141,143 1.24% 0.44% 41 +1,077,833 128.18% Q4 2025 Feb 17, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 1,855,761 136,509 7.03% 6.92% 42 -54,064 -2.83% Q4 2025 Jan 27, 2026
UNITED SERVICES AUTOMOBILE ASSOCIATION History Added to 1,690,359 124,342 7.87% 5.49% 43 +590,060 53.63% Q4 2025 Feb 04, 2026
Strid Group, LLC History Added to 1,670,250 122,863 15.29% 15.03% 44 +12,590 0.76% Q4 2025 Jan 26, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 1,647,797 121,211 0.16% 0.15% 45 +24,591 1.51% Q4 2025 Feb 12, 2026
Corient Private Wealth LLC History Added to 1,620,944 117,725 0.16% 0.12% 46 +540,104 49.97% Q4 2025 Mar 09, 2026
Voya Financial Advisors, Inc. History Added to 1,458,886 107,592 10.33% 9.82% 47 +27,497 1.92% Q4 2025 Feb 13, 2026
Laird Norton Wetherby Trust Company, LLC History Added to 1,411,428 103,824 2.16% 10.21% 48 +578,965 69.55% Q4 2025 Feb 17, 2026
Creative Planning History Added to 1,401,087 103,063 0.07% 0.07% 49 +53,245 3.95% Q4 2025 Feb 17, 2026
US BANCORP \DE\ History Added to 1,369,464 100,737 0.12% 0.11% 50 +30,064 2.24% Q4 2025 Jan 30, 2026
Cetera Investment Advisers History Reduced 1,274,607 93,760 0.1% 0.11% 51 -24,406 -1.88% Q4 2025 Feb 17, 2026
MEANS INVESTMENT CO., INC. History Added to 1,268,790 93,332 7.86% 7.64% 52 +32,300 2.61% Q4 2025 Jan 26, 2026
JPMORGAN CHASE & CO History Reduced 1,231,566 90,594 0.01% 0.01% 53 -228,424 -15.65% Q4 2025 Feb 11, 2026
Wealthspire Advisors, LLC History Reduced 1,219,478 89,704 0.71% 0.82% 54 -985,264 -44.69% Q4 2025 Feb 13, 2026
Glassman Wealth Services History Added to 1,143,369 84,106 11.35% 11.13% 55 +33,307 3.0% Q4 2025 Jan 28, 2026
J.Safra Asset Management Corp History Added to 1,046,633 76,990 4.04% 4.39% 56 +34,717 3.43% Q4 2025 Feb 11, 2026
HB Wealth Management, LLC History Reduced 1,025,935 75,467 0.49% 0.5% 57 -12,597 -1.21% Q4 2025 Jan 28, 2026
PINNACLE ASSOCIATES LTD History Added to 1,016,807 74,796 0.96% 0.94% 58 +23,687 2.39% Q4 2025 Feb 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 994,257 73,137 0.05% 0.05% 59 +32,215 3.35% Q4 2025 Feb 10, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History New 976,096 72,113 0.05% — 60 +976,096 New Q4 2025 Feb 13, 2026
Wharton Business Group, LLC History Added to 974,254 71,666 2.72% 3.04% 61 +274 0.03% Q4 2025 Feb 11, 2026
M Holdings Securities, Inc. History Added to 972,309 71,523 5.12% 0.51% 62 +938,426 2769.61% Q4 2025 Feb 11, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Reduced 960,114 70,625 7.01% 7.14% 63 -25,475 -2.58% Q4 2025 Jan 20, 2026
AMERIPRISE FINANCIAL INC History Added to 945,492 69,526 0.02% 0.01% 64 +126,073 15.39% Q4 2025 Feb 17, 2026
Karpus Management, Inc. History Added to 923,254 67,914 2.09% 1.68% 65 +181,221 24.42% Q4 2025 Feb 17, 2026
MML INVESTORS SERVICES, LLC History Added to 916,068 67,385 0.16% 0.17% 66 +23,726 2.66% Q4 2025 Feb 13, 2026
Efficient Advisors, LLC History Reduced 880,541 64,772 3.78% 3.59% 67 -11,036 -1.24% Q4 2025 Jan 21, 2026
CWM, LLC History Added to 876,974 64,510 0.17% 0.17% 68 +68,035 8.41% Q4 2025 Jan 26, 2026
NewSquare Capital LLC History Reduced 870,639 64,044 5.65% 4.71% 69 -101,848 -10.47% Q4 2025 Feb 17, 2026
OSAIC HOLDINGS, INC. History Reduced 868,539 63,902 0.09% 0.1% 70 -176,718 -16.91% Q4 2025 Feb 17, 2026
Waverly Advisors, LLC History Added to 840,955 61,860 0.5% 0.55% 71 +61,800 7.93% Q4 2025 Feb 17, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Reduced 836,435 61,528 3.9% 3.94% 72 -10,051 -1.19% Q4 2025 Jan 23, 2026
Nicholas Hoffman & Company, LLC. History Added to 816,339 60,049 1.39% 1.36% 73 +26,726 3.38% Q4 2025 Feb 02, 2026
Cardinal Point Capital Management ULC History Added to 814,585 59,920 3.92% 3.89% 74 +34,880 4.47% Q4 2025 Feb 05, 2026
Flower City Capital History Added to 795,236 58,497 29.83% 29.54% 75 +25,336 3.29% Q4 2025 Jan 22, 2026
Compton Wealth Advisory Group, LLC History Reduced 757,342 55,710 12.18% 12.7% 76 -11,465 -1.49% Q4 2025 Jan 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 746,676 54,925 0.42% 0.42% 77 -701 -0.09% Q4 2025 Feb 12, 2026
MATHER GROUP, LLC. History Added to 743,007 54,655 0.56% 0.53% 78 +6,022 0.82% Q4 2025 Jan 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 736,821 54,200 0.18% 0.2% 79 +7,821 1.07% Q4 2025 Jan 15, 2026
St. Louis Trust Co History Reduced 733,279 53,940 6.19% 6.69% 80 -18,899 -2.51% Q4 2025 Feb 09, 2026
CULLEN/FROST BANKERS, INC. History Added to 729,561 53,666 0.59% 0.49% 81 +143,038 24.39% Q4 2025 Feb 06, 2026
Pasadena Private Wealth, LLC History Added to 717,517 52,780 7.18% 7.17% 82 +19,682 2.82% Q4 2025 Feb 10, 2026
ASSETMARK, INC History Added to 715,363 52,622 0.11% 0.1% 83 +45,436 6.78% Q4 2025 Jan 23, 2026
Federation des caisses Desjardins du Quebec History Added to 690,557 50,797 0.19% 0.19% 84 +8,712 1.28% Q4 2025 Feb 12, 2026
Verus Financial Partners, Inc. History Reduced 647,314 50,341 4.63% 4.46% 85 -3,018 -0.46% Q4 2025 Feb 02, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Added to 680,341 50,045 0.27% 0.26% 86 +3,814 0.56% Q4 2025 Jan 13, 2026
SAGE FINANCIAL GROUP INC History Added to 664,829 48,904 3.24% 3.02% 87 +43,208 6.95% Q4 2025 Jan 27, 2026
Dunhill Financial, LLC History Added to 651,491 47,923 11.72% 10.93% 88 +64,844 11.05% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Added to 651,166 47,899 0.0% 0.0% 89 +601,027 1198.72% Q4 2025 Feb 12, 2026
Topsail Wealth Management, LLC History Added to 648,987 47,739 6.99% 3.93% 90 +323,317 99.28% Q4 2025 Feb 04, 2026
Blankinship & Foster, LLC History Added to 647,240 47,610 10.29% 9.93% 91 +10,686 1.68% Q4 2025 Jan 23, 2026
BRIDGES INVESTMENT MANAGEMENT INC History Added to 643,712 47,351 0.6% 0.58% 92 +7,543 1.19% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Added to 643,535 47,338 0.58% 0.59% 93 +3,578 0.56% Q4 2025 Jan 26, 2026
BIP Wealth, LLC History Added to 641,374 47,179 1.67% 2.19% 94 +20,470 3.3% Q4 2025 Jan 21, 2026
Focus Partners Wealth History Added to 604,332 44,438 0.05% 0.06% 95 +108,109 21.79% Q4 2025 Feb 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History Added to 596,366 43,871 7.12% 7.21% 96 +18,350 3.17% Q4 2025 Feb 11, 2026
MilWealth Group LLC History Reduced 563,899 41,480 9.87% 9.86% 97 -2,801 -0.49% Q4 2025 Feb 02, 2026
Cambridge Investment Research Advisors, Inc. History Added to 551,219 40,548 0.11% 0.1% 98 +36,591 7.11% Q4 2025 Feb 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Reduced 547,144 40,247 1.86% 1.94% 99 -2,399 -0.44% Q4 2025 Feb 11, 2026
Select Equity Group, L.P. History New 546,590 40,207 0.17% — 100 +546,590 New Q4 2025 Feb 17, 2026
Wrenne Financial Planning LLC History Added to 545,724 40,143 16.33% 15.85% 101 +26,375 5.08% Q4 2025 Feb 10, 2026
BAILARD, INC. History Added to 540,697 39,773 0.88% 0.81% 102 +20,670 3.97% Q4 2025 Feb 04, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 517,743 39,224 0.05% 0.05% 103 +70,181 15.68% Q4 2025 Jan 08, 2026
DAVIS R M INC History Reduced 518,114 38,112 0.66% 0.66% 104 -8,575 -1.63% Q4 2025 Feb 12, 2026
AllGen Financial Advisors, Inc. History Added to 513,639 37,783 8.96% 8.71% 105 +16,863 3.39% Q4 2025 Jan 22, 2026
Charter Oak Capital Management, LLC History Reduced 513,222 37,752 2.88% 3.01% 106 -23,947 -4.46% Q4 2025 Jan 23, 2026
Caprock Group, LLC History Added to 511,070 37,594 0.79% 0.84% 107 +18,597 3.78% Q4 2025 Jan 28, 2026
Standpoint Asset Management, LLC History Reduced 510,200 37,530 8.57% 8.56% 108 -20,500 -3.86% Q4 2025 Feb 12, 2026
5th Street Advisors, LLC History Reduced 509,693 37,492 17.51% 18.09% 109 -2,300 -0.45% Q4 2025 Jan 30, 2026
LRI Investments, LLC History Added to 508,833 37,429 3.02% 2.87% 110 +17,746 3.61% Q4 2025 Feb 04, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 507,301 37,317 0.06% 0.06% 111 +19,077 3.91% Q4 2025 Feb 18, 2026
Madison Asset Management, LLC History Added to 497,130 36,568 0.42% 0.36% 112 +34,424 7.44% Q4 2025 Feb 04, 2026
Pinnacle Wealth Management Advisory Group, LLC History Added to 495,262 36,431 2.51% 2.55% 113 +19,046 4.0% Q4 2025 Feb 02, 2026
SENTINEL TRUST CO LBA History Reduced 488,238 35,915 3.54% 3.57% 114 -2,137 -0.44% Q4 2025 Jan 29, 2026
BANK OF MONTREAL /CAN/ History Reduced 471,613 34,691 0.01% 0.01% 115 -17,446 -3.57% Q4 2025 Feb 12, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Reduced 466,879 34,343 6.21% 6.38% 116 -7,749 -1.63% Q4 2025 Jan 14, 2026
Luminvest Wealth Management LLC History Added to 461,852 33,973 9.43% 10.74% 117 +252 0.05% Q4 2025 Jan 26, 2026
Bank of New York Mellon Corp History Added to 456,838 33,605 0.01% 0.01% 118 +26,208 6.09% Q4 2025 Feb 10, 2026
FIFTH THIRD BANCORP History Reduced 453,761 33,378 0.11% 0.1% 119 -24 -0.01% Q4 2025 Feb 02, 2026
Sage Financial Management Group, Inc. History Added to 445,459 32,767 10.01% 9.95% 120 +8,660 1.98% Q4 2025 Feb 05, 2026
ALBION FINANCIAL GROUP /UT History Reduced 439,470 32,327 2.01% 1.95% 121 -13,001 -2.87% Q4 2025 Jan 21, 2026
Mullooly Asset Management, Inc. History Added to 434,782 31,982 11.7% 11.52% 122 +13,973 3.32% Q4 2025 Feb 06, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Added to 429,601 31,601 12.21% 11.97% 123 +904 0.21% Q4 2025 Jan 21, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 428,497 31,520 0.02% 0.01% 124 +269,074 168.78% Q4 2025 Feb 17, 2026
Roble, Belko & Company, Inc History Added to 425,102 31,271 4.1% 4.11% 125 +435 0.1% Q4 2025 Jan 12, 2026
Envestnet Portfolio Solutions, Inc. History Added to 424,788 31,243 0.11% 0.11% 126 +5,768 1.38% Q4 2025 Feb 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 423,648 31,163 0.19% 0.2% 127 +42,181 11.06% Q4 2025 Feb 17, 2026
M&T BANK CORP History Reduced 416,465 30,635 0.1% 0.1% 128 -10,246 -2.4% Q4 2025 Jan 30, 2026
Lanham O'Dell & Company, Inc. History Added to 412,046 30,310 8.73% 8.01% 129 +59,617 16.92% Q4 2025 Jan 12, 2026
Granby Capital Management, LLC History No change 408,000 30,012 16.01% 15.46% 130 0 0.0% Q4 2025 Feb 17, 2026
FC Advisory LLC History Added to 401,551 29,538 8.49% 8.37% 131 +650 0.16% Q4 2025 Jan 13, 2026
Savant Capital, LLC History Reduced 398,083 29,282 0.17% 0.18% 132 -21,626 -5.15% Q4 2025 Feb 10, 2026
Mariner, LLC History Added to 397,838 29,267 0.03% 0.03% 133 +79,752 25.07% Q4 2025 Feb 13, 2026
Avior Wealth Management, LLC History Reduced 396,591 29,173 0.91% 0.92% 134 -3,553 -0.89% Q4 2025 Jan 06, 2026
Somnio Financial Group, LLC History Added to 396,342 29,154 19.27% 19.15% 135 +630 0.16% Q4 2025 Jan 08, 2026
Performa Ltd (US), LLC History Added to 390,601 28,732 7.29% 6.82% 136 +30,065 8.34% Q4 2025 Feb 10, 2026
Kestra Advisory Services, LLC History Added to 387,277 28,488 0.12% 0.12% 137 +18,883 5.13% Q4 2025 Feb 13, 2026
Evercore Wealth Management, LLC History Added to 383,246 28,191 0.41% 0.31% 138 +83,825 28.0% Q4 2025 Feb 17, 2026
Stratos Investment Management, LLC History Added to 378,472 27,840 1.12% 1.08% 139 +13,386 3.67% Q4 2025 Jan 20, 2026
AGF MANAGEMENT LTD History Added to 376,684 27,708 0.12% 0.11% 140 +30,382 8.77% Q4 2025 Feb 17, 2026
Stonebridge Capital Advisors LLC History Added to 373,260 27,457 1.9% 1.85% 141 +9,172 2.52% Q4 2025 Feb 12, 2026
Avion Wealth History Added to 369,840 27,205 5.71% 5.14% 142 +34,354 10.24% Q4 2025 Jan 23, 2026
Newton One Investments LLC History Reduced 366,632 26,969 7.96% 7.88% 143 -6,277 -1.68% Q4 2025 Jan 23, 2026
Van Cleef Asset Management,Inc History Reduced 366,513 26,960 2.73% 2.67% 144 -955 -0.26% Q4 2025 Feb 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 361,264 26,574 0.36% 0.34% 145 +14,461 4.17% Q4 2025 Jan 30, 2026
THREADGILL FINANCIAL, LLC History New 354,958 26,126 10.76% — 146 +354,958 New Q4 2025 Jan 08, 2026
Pathstone Holdings, LLC History New 353,197 25,981 0.1% — 147 +353,197 New Q4 2025 Feb 13, 2026
Telos Capital Management, Inc. History Added to 352,707 25,945 2.42% 2.37% 148 +5,622 1.62% Q4 2025 Jan 22, 2026
BESSEMER GROUP INC History Reduced 344,987 25,378 0.04% 0.04% 149 -2,521 -0.73% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO History Reduced 333,495 25,265 0.27% 0.28% 150 -3,968 -1.18% Q4 2025 Jan 26, 2026
ASPIRIANT, LLC History Added to 333,057 24,499 0.7% 0.72% 151 +4,807 1.46% Q4 2025 Jan 20, 2026
Wealthcare Advisory Partners LLC History Reduced 332,769 24,478 0.48% 0.51% 152 -7,430 -2.18% Q4 2025 Jan 14, 2026
FIRST HORIZON CORP History Added to 332,545 24,462 1.09% 0.99% 153 +38,502 13.09% Q4 2025 Jan 27, 2026
&PARTNERS History Added to 327,213 24,316 0.13% 0.14% 154 +28,239 9.45% Q4 2025 Feb 17, 2026
ASSOCIATED BANC-CORP History Added to 329,094 24,208 0.62% 0.55% 155 +37,454 12.84% Q4 2025 Feb 06, 2026
Allworth Financial LP History New 328,208 24,143 0.1% — 156 +328,208 New Q4 2025 Feb 05, 2026
BLB&B Advisors, LLC History Added to 327,033 24,056 1.01% 0.98% 157 +7,531 2.36% Q4 2025 Jan 26, 2026
Optas, LLC History Added to 325,625 23,952 3.75% 3.94% 158 +322 0.1% Q4 2025 Jan 27, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 320,238 23,545 0.2% 0.21% 159 0 0.0% Q4 2025 Feb 03, 2026
CAMBIENT FAMILY OFFICE, LLC History New 313,507 23,061 3.29% — 160 +313,507 New Q4 2025 Feb 20, 2026
Clear Harbor Asset Management, LLC History Added to 303,062 22,293 1.51% 1.48% 161 +3,444 1.15% Q4 2025 Feb 10, 2026
FMR LLC History Added to 300,044 22,071 0.0% 0.0% 162 +19,018 6.77% Q4 2025 Feb 17, 2026
Empower Advisory Group, LLC History Added to 297,847 21,909 0.06% 0.05% 163 +23,138 8.42% Q4 2025 Feb 12, 2026
Boston Standard Wealth Management, LLC History Added to 297,682 21,897 3.61% 3.54% 164 +2,821 0.96% Q4 2025 Jan 07, 2026
DAVENPORT & Co LLC History Added to 297,113 21,858 0.12% 0.11% 165 +10,137 3.53% Q4 2025 Jan 12, 2026
Tolleson Wealth Management, Inc. History Reduced 296,830 21,834 3.15% 3.37% 166 -8,677 -2.84% Q4 2025 Feb 17, 2026
NATIXIS ADVISORS, LLC History Added to 290,901 21,399 0.03% 0.03% 167 +14,128 5.1% Q4 2025 Feb 10, 2026
CKW FINANCIAL GROUP History Reduced 290,287 21,354 2.32% 2.28% 168 -348 -0.12% Q4 2025 Jan 26, 2026
DEFINE FINANCIAL, LLC History Added to 282,321 20,767 11.77% 11.77% 169 +7,552 2.75% Q4 2025 Jan 13, 2026
TL Private Wealth History Added to 270,978 20,583 7.92% 7.6% 170 +5,065 1.9% Q4 2025 Jan 12, 2026
Five Pine Wealth Management History Added to 278,892 20,515 13.16% 12.88% 171 +11,948 4.48% Q4 2025 Jan 21, 2026
Firestone Capital Management History Added to 277,408 20,406 4.33% 3.92% 172 +23,502 9.26% Q4 2025 Feb 09, 2026
OLD MISSION CAPITAL LLC History New 276,349 20,328 0.47% — 173 +276,349 New Q4 2025 Feb 17, 2026
MB, LEVIS & ASSOCIATES, LLC History Reduced 265,497 19,529 8.22% 8.21% 174 -348 -0.13% Q4 2025 Jan 14, 2026
Lido Advisors, LLC History Added to 270,676 19,385 0.06% 0.06% 175 +4,203 1.58% Q4 2025 Feb 10, 2026
Chesley Taft & Associates LLC History Added to 261,925 19,267 0.76% 0.74% 176 +18,394 7.55% Q4 2025 Jan 14, 2026
Beacon Wealthcare LLC History Added to 260,925 19,193 6.59% 6.5% 177 +1,482 0.57% Q4 2025 Jan 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 256,064 18,836 0.25% 0.24% 178 +3,010 1.19% Q4 2025 Jan 22, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History Added to 253,369 18,637 0.82% 0.76% 179 +2,643 1.05% Q4 2025 Feb 17, 2026
Stonehage Fleming Financial Services Holdings Ltd History Reduced 252,132 18,546 0.57% 0.61% 180 -50,026 -16.56% Q4 2025 Jan 13, 2026
STEPHENS INC /AR/ History Reduced 251,497 18,500 0.23% 0.24% 181 -9,121 -3.5% Q4 2025 Feb 05, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History Added to 250,606 18,434 0.28% 0.28% 182 +1,280 0.51% Q4 2025 Jan 22, 2026
Main Management LLC History Added to 248,909 18,310 1.32% 1.25% 183 +9,030 3.76% Q4 2025 Feb 10, 2026
River Wealth Advisors LLC History Added to 248,722 18,296 2.05% 2.06% 184 +1,238 0.5% Q4 2025 Feb 13, 2026
ETF Portfolio Partners, Inc. History Added to 248,592 18,286 4.72% 4.62% 185 +5,142 2.11% Q4 2025 Jan 20, 2026
OneDigital Investment Advisors LLC History Reduced 247,597 18,213 0.18% 0.22% 186 -55,908 -18.42% Q4 2025 Feb 13, 2026
Joel Isaacson & Co., LLC History Added to 246,178 18,108 0.6% 0.43% 187 +77,821 46.22% Q4 2025 Jan 30, 2026
Ballast, Inc. History Reduced 243,075 17,880 4.18% 4.31% 188 -6,253 -2.51% Q4 2025 Feb 03, 2026
Journey Beyond Wealth, LLC History Reduced 243,036 17,877 14.22% 15.35% 189 -18,446 -7.05% Q4 2025 Jan 23, 2026
PARK AVENUE SECURITIES LLC History Added to 241,513 17,766 0.15% 0.09% 190 +76,145 46.05% Q4 2025 Jan 05, 2026
Sandy Cove Advisors, LLC History Added to 241,116 17,736 5.25% 0.16% 191 +234,020 3297.91% Q4 2025 Feb 09, 2026
SouthState Bank Corp History Added to 239,394 17,609 0.79% 0.77% 192 +3,865 1.64% Q4 2025 Feb 11, 2026
Allspring Global Investments Holdings, LLC History No change 230,800 17,238 0.03% 0.03% 193 0 0.0% Q4 2025 Jan 15, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 234,225 17,229 6.65% 5.42% 194 +41,607 21.6% Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Reduced 233,742 17,194 0.24% 0.24% 195 -4,455 -1.87% Q4 2025 Feb 03, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 233,351 17,165 1.08% 1.08% 196 +4,782 2.09% Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Added to 228,755 16,827 0.06% 0.06% 197 +29,673 14.9% Q4 2025 Feb 18, 2026
Coston, McIsaac & Partners History Added to 225,730 16,603 3.85% 3.4% 198 +25,384 12.67% Q4 2025 Feb 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 222,300 16,352 0.21% 0.22% 199 -8,780 -3.8% Q4 2025 Feb 09, 2026
WESBANCO BANK INC History Added to 221,221 16,273 0.45% 0.43% 200 +5,528 2.56% Q4 2025 Feb 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 221,226 16,273 0.36% 0.38% 201 -1,874 -0.84% Q4 2025 Jan 27, 2026
JMG Financial Group, Ltd. History Reduced 220,615 16,228 0.46% 0.45% 202 -2,617 -1.17% Q4 2025 Feb 10, 2026
Scissortail Wealth Management, LLC History Added to 220,218 16,199 3.69% 3.37% 203 +3,901 1.8% Q4 2025 Jan 29, 2026
Triune Financial Partners, LLC History Reduced 203,294 15,802 3.69% 3.75% 204 -5,398 -2.59% Q4 2025 Feb 02, 2026
LaSalle St. Investment Advisors, LLC History Added to 208,816 15,360 2.47% 2.64% 205 +2,686 1.3% Q4 2025 Feb 17, 2026
Astoria Strategic Wealth, Inc. History Reduced 206,890 15,218 3.83% 3.9% 206 -9,010 -4.17% Q4 2025 Feb 05, 2026
MAI Capital Management History Added to 204,282 15,026 0.09% 0.09% 207 +4,404 2.2% Q4 2025 Feb 13, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 201,830 14,907 0.44% 0.05% 208 +190,580 1694.04% Q4 2025 Feb 13, 2026
John S. & James L. Knight Foundation, Inc. History New 202,601 14,903 11.37% — 209 +202,601 New Q4 2025 Jan 23, 2026
Hegarty Advisors, LLC History New 202,351 14,884 12.92% — 210 +202,351 New Q4 2025 Jan 29, 2026
NewEdge Wealth, LLC History Added to 201,160 14,797 0.17% 0.19% 211 +21,585 12.02% Q4 2025 Feb 03, 2026
D.A. DAVIDSON & CO. History Added to 200,437 14,744 0.09% 0.09% 212 +5,045 2.58% Q4 2025 Jan 29, 2026
Sanctuary Advisors, LLC History Reduced 198,330 14,589 0.08% 0.11% 213 -90,611 -31.36% Q4 2025 Jan 29, 2026
AlphaCore Capital LLC History Reduced 197,988 14,563 0.32% 0.51% 214 -14,132 -6.66% Q4 2025 Feb 05, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 197,001 14,491 0.27% 0.31% 215 -8,179 -3.99% Q4 2025 Jan 28, 2026
Avalon Advisory Group History Reduced 195,924 14,412 5.88% 5.89% 216 -7,858 -3.86% Q4 2025 Jan 29, 2026
Dakota Wealth Management History Added to 195,513 14,381 0.26% 0.24% 217 +31,748 19.39% Q4 2025 Jan 13, 2026
COMERICA BANK History Added to 194,447 14,303 0.06% 0.05% 218 +7,398 3.96% Q4 2025 Jan 29, 2026
Williams Financial, LLC History New 193,124 14,206 8.22% — 219 +193,124 New Q4 2025 Feb 02, 2026
WASHINGTON TRUST Co History Added to 193,049 14,200 0.46% 0.43% 220 +8,752 4.75% Q4 2025 Feb 10, 2026
Hillcrest Wealth Advisors - NY, LLC History Reduced 193,029 14,199 6.11% 6.32% 221 -3,800 -1.93% Q4 2025 Jan 12, 2026
Baltimore-Washington Financial Advisors, Inc. History Added to 193,015 14,198 0.59% 0.55% 222 +12,453 6.9% Q4 2025 Feb 13, 2026
Circle Wealth Management, LLC History New 192,702 14,175 0.22% — 223 +192,702 New Q4 2025 Feb 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 187,628 13,802 0.02% — 224 +187,628 New Q4 2025 Feb 05, 2026
AMG National Trust Bank History Added to 183,847 13,523 0.32% 0.31% 225 +2,566 1.42% Q4 2025 Jan 30, 2026
SCS Capital Management LLC History Reduced 181,298 13,336 0.14% 0.14% 226 -1,596 -0.87% Q4 2025 Feb 10, 2026
Stratos Wealth Advisors, LLC History Reduced 180,066 13,245 0.64% 0.63% 227 -4,121 -2.24% Q4 2025 Jan 20, 2026
Twelve Points Wealth Management LLC History Reduced 166,706 12,662 2.85% 3.14% 228 -9,917 -5.61% Q4 2025 Jan 23, 2026
SEEDS INVESTOR LLC History Added to 169,935 12,500 2.4% 2.53% 229 +2,217 1.32% Q4 2025 Jan 27, 2026
Compass Planning Associates Inc History Added to 169,371 12,458 8.63% 10.63% 230 +6,942 4.27% Q4 2025 Jan 22, 2026
Ifrah Financial Services, Inc. History Reduced 166,219 12,227 3.14% 3.16% 231 -4,680 -2.74% Q4 2025 Jan 22, 2026
QUEST INVESTMENT MANAGEMENT LLC History Added to 164,865 12,127 1.31% 1.15% 232 +11,115 7.23% Q4 2025 Feb 17, 2026
VERITY Wealth Advisors History Added to 163,509 12,027 7.46% 7.37% 233 +41 0.03% Q4 2025 Jan 07, 2026
Curi Capital, LLC History Added to 162,557 11,957 0.21% 0.21% 234 +2,271 1.42% Q4 2025 Feb 17, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Added to 160,619 11,815 0.34% 0.34% 235 +208 0.13% Q4 2025 Feb 06, 2026
Pinnacle Financial Group, LLC / IL History Added to 160,152 11,780 3.42% 3.28% 236 +8,094 5.32% Q4 2025 Feb 05, 2026
Topor & Co. Korea History New 158,059 11,627 8.76% — 237 +158,059 New Q4 2025 Feb 26, 2026
VSM Wealth Advisory, LLC History Added to 154,702 11,379 3.42% 3.42% 238 +523 0.34% Q4 2025 Feb 06, 2026
Atria Investments, Inc History Added to 154,062 11,332 0.13% 0.09% 239 +42,252 37.79% Q4 2025 Feb 05, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 147,403 11,167 0.23% 0.23% 240 +1,551 1.06% Q4 2025 Jan 26, 2026
Quantinno Capital Management LP History Added to 151,182 11,120 0.02% 0.02% 241 +29,443 24.19% Q4 2025 Feb 17, 2026
Idaho Trust Co History Added to 149,812 11,020 3.65% 3.16% 242 +18,261 13.88% Q4 2025 Feb 05, 2026
Accredited Investors Inc. History Reduced 149,560 11,001 0.58% 0.61% 243 -2,579 -1.7% Q4 2025 Feb 05, 2026
Pinnacle Financial Partners, Inc. History New 149,298 10,982 0.08% — 244 +149,298 New Q4 2025 Feb 18, 2026
TruWealth Advisors, LLC History Reduced 148,471 10,921 0.53% 0.54% 245 -2,254 -1.5% Q4 2025 Jan 07, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History New 147,120 10,822 0.13% — 246 +147,120 New Q4 2025 Feb 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 146,705 10,791 0.13% 0.12% 247 +14,160 10.68% Q4 2025 Jan 29, 2026
AXIS CAPITAL HOLDINGS LTD History No change 146,362 10,766 3.78% 3.96% 248 0 0.0% Q4 2025 Jan 28, 2026
OLIO Financial Planning History Added to 143,360 10,545 2.96% 2.94% 249 +2,788 1.98% Q4 2025 Jan 21, 2026
Wealthfront Advisers LLC History Added to 142,739 10,499 0.02% 0.02% 250 +32,603 29.6% Q4 2025 Jan 30, 2026
Cherry Tree Wealth Management, LLC History Reduced 141,377 10,399 2.2% 2.22% 251 -282 -0.2% Q4 2025 Feb 10, 2026
BAHL & GAYNOR INC History Added to 141,187 10,385 0.05% 0.05% 252 +9,617 7.31% Q4 2025 Feb 12, 2026
Trust Point Inc. History Added to 139,998 10,298 0.81% 0.63% 253 +31,163 28.63% Q4 2025 Jan 13, 2026
CHATHAM CAPITAL GROUP, INC. History Added to 139,255 10,243 1.46% 1.39% 254 +3,510 2.59% Q4 2025 Jan 14, 2026
Pure Financial Advisors, LLC History Reduced 138,188 10,165 1.85% 0.16% 255 -3,540 -2.5% Q4 2025 Mar 04, 2026
Farther Finance Advisors, LLC History Added to 138,069 10,156 0.11% 0.13% 256 +18,868 15.83% Q4 2025 Jan 23, 2026
Equitable Holdings, Inc. History Added to 137,836 10,139 0.07% 0.07% 257 +7,847 6.04% Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 137,482 10,113 0.02% 0.02% 258 +1,718 1.27% Q4 2025 Feb 12, 2026
Richmond Investment Services, LLC History Added to 136,398 10,033 1.73% 1.63% 259 +13,751 11.21% Q4 2025 Feb 12, 2026
TRUST CO OF VERMONT History Added to 136,295 10,025 0.42% 0.36% 260 +21,437 18.66% Q4 2025 Jan 16, 2026
One Capital Management, LLC History Added to 135,244 9,948 0.3% 0.28% 261 +10,735 8.62% Q4 2025 Feb 10, 2026
Beaird Harris Wealth Management, LLC History Reduced 132,119 9,718 0.67% 0.69% 262 -3,361 -2.48% Q4 2025 Feb 23, 2026
Berkeley Capital Partners, LLC History Added to 131,951 9,706 2.29% 2.19% 263 +1,982 1.52% Q4 2025 Feb 05, 2026
BALANCED WEALTH GROUP LLC History Reduced 133,831 9,629 3.52% 3.96% 264 -458 -0.34% Q4 2025 Jan 13, 2026
Financial Management Professionals, Inc. History Reduced 129,779 9,546 0.98% 1.01% 265 -6,651 -4.88% Q4 2025 Jan 27, 2026
Coastal Bridge Advisors, LLC History Added to 128,038 9,418 0.7% 0.65% 266 +7,300 6.05% Q4 2025 Feb 18, 2026
Goldstone Financial Group, LLC History Added to 127,849 9,404 1.05% 0.99% 267 +11,090 9.5% Q4 2025 Feb 13, 2026
F/m Investments LLC History Added to 127,211 9,357 0.36% 0.34% 268 +3,600 2.91% Q4 2025 Feb 03, 2026
BRIGHTON JONES LLC History Added to 126,743 9,323 0.34% 0.22% 269 +157 0.12% Q4 2025 Jan 27, 2026
Kraft, Davis & Associates, LLC History Added to 122,107 9,308 2.09% 2.12% 270 +2,692 2.25% Q4 2025 Jan 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 126,465 9,302 0.0% 0.01% 271 -78,564 -38.32% Q4 2025 Feb 10, 2026
Steward Partners Investment Advisory, LLC History Added to 125,152 9,206 0.05% 0.03% 272 +46,103 58.32% Q4 2025 Feb 12, 2026
Quantum Capital Management, LLC / NJ History Added to 122,891 9,039 1.05% 0.6% 273 +45,900 59.62% Q4 2025 Feb 13, 2026
Apella Capital, LLC History Added to 121,875 8,965 0.18% 0.06% 274 +85,711 237.01% Q4 2025 Jan 21, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 119,002 8,753 0.88% 0.85% 275 +4,705 4.12% Q4 2025 Jan 27, 2026
TI-TRUST, INC History Reduced 118,070 8,685 5.36% 5.33% 276 -640 -0.54% Q4 2025 Jan 23, 2026
COMMERCE BANK History Added to 118,029 8,682 0.05% 0.04% 277 +5,773 5.14% Q4 2025 Feb 13, 2026
DRW Securities, LLC History Reduced 116,406 8,562 0.23% 0.22% 278 -52,080 -30.91% Q4 2025 Feb 12, 2026
Beacon Pointe Advisors, LLC History Added to 116,400 8,562 0.06% 0.06% 279 +12,784 12.34% Q4 2025 Feb 18, 2026
LIBERTY WEALTH MANAGEMENT LLC History Added to 116,174 8,545 1.1% 1.12% 280 +4,928 4.43% Q4 2025 Feb 04, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 116,054 8,536 0.55% 0.56% 281 -1,913 -1.62% Q4 2025 Jan 26, 2026
Perigon Wealth Management, LLC History Reduced 115,723 8,512 0.15% 0.17% 282 -2,756 -2.33% Q4 2025 Jan 16, 2026
CARY STREET PARTNERS FINANCIAL LLC History Added to 114,834 8,447 0.21% 0.2% 283 +6,901 6.39% Q4 2025 Feb 09, 2026
LAM GROUP, INC. History Reduced 114,192 8,399 4.81% 5.09% 284 -805 -0.7% Q4 2025 Jan 23, 2026
WBH ADVISORY INC History Reduced 112,219 8,254 0.61% 0.61% 285 -174 -0.15% Q4 2025 Jan 26, 2026
Balentine LLC History Added to 112,028 8,240 0.31% 0.29% 286 +1 0.0% Q4 2025 Feb 02, 2026
WELCH & FORBES LLC History Added to 110,812 8,151 0.1% 0.1% 287 +15 0.01% Q4 2025 Feb 10, 2026
Hartmann Taylor Wealth Management, LLC History Added to 109,380 8,045 5.43% 5.49% 288 +2,264 2.11% Q4 2025 Jan 15, 2026
CIBC Private Wealth Group LLC History Added to 107,908 7,937 0.01% 0.01% 289 +4,201 4.05% Q4 2025 Feb 12, 2026
MorganRosel Wealth Management, LLC History Reduced 107,361 7,897 1.98% 2.01% 290 -1,228 -1.13% Q4 2025 Feb 13, 2026
PDS Planning, Inc History Reduced 106,832 7,858 0.52% 0.53% 291 -1,464 -1.35% Q4 2025 Jan 26, 2026
Archvest Wealth Advisors, Inc. History Added to 106,457 7,830 5.0% 6.73% 292 +48 0.05% Q4 2025 Feb 13, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History Added to 105,434 7,755 0.89% 0.96% 293 +10 0.01% Q4 2025 Feb 17, 2026
Columbia River Financial Group, LLC History Reduced 105,390 7,752 4.76% 4.97% 294 -4,625 -4.2% Q4 2025 Feb 12, 2026
Advisory Services Network, LLC History Added to 104,761 7,706 0.11% 0.08% 295 +26,374 33.65% Q4 2025 Feb 17, 2026
Agate Pass Investment Management, LLC History Added to 102,824 7,563 2.81% 2.73% 296 +2,374 2.36% Q4 2025 Jan 08, 2026
PFG Advisors History Added to 102,201 7,517 0.36% 0.28% 297 +6,266 6.53% Q4 2025 Jan 27, 2026
Focus Partners Advisor Solutions, LLC History Reduced 101,252 7,448 0.09% 0.2% 298 -135,944 -57.31% Q4 2025 Feb 11, 2026
Grange Capital, LLC History Added to 100,526 7,394 7.1% 6.59% 299 +5,018 5.25% Q4 2025 Feb 03, 2026
BRAVE ASSET MANAGEMENT INC History Added to 100,487 7,391 1.74% 1.71% 300 +35 0.03% Q4 2025 Jan 08, 2026
Fee-Only Financial Planning, L.C. History Reduced 100,413 7,386 4.31% 4.2% 301 -542 -0.54% Q4 2025 Jan 26, 2026
ALLIANCEBERNSTEIN L.P. History Added to 99,705 7,334 0.0% 0.0% 302 +80,204 411.28% Q4 2025 Feb 17, 2026
Freestone Capital Holdings, LLC History Added to 99,699 7,333 0.22% 0.21% 303 +1,427 1.45% Q4 2025 Jan 23, 2026
Hughes Financial Services, LLC History Reduced 99,521 7,320 1.15% 1.16% 304 -429 -0.43% Q4 2025 Feb 11, 2026
SIMON QUICK ADVISORS, LLC History Added to 99,088 7,288 0.32% 0.32% 305 +19 0.02% Q4 2025 Jan 29, 2026
Sequoia Financial Advisors, LLC History Added to 99,033 7,284 0.04% 0.04% 306 +1,110 1.13% Q4 2025 Feb 03, 2026
BARRETT & COMPANY, INC. History Added to 98,635 7,255 2.42% 2.31% 307 +4,046 4.28% Q4 2025 Jan 28, 2026
Avidian Wealth Enterprises, LLC History Reduced 98,425 7,240 0.26% 0.26% 308 -107 -0.11% Q4 2025 Feb 02, 2026
Modern Wealth Management, LLC History Reduced 97,614 7,180 0.13% 0.14% 309 -1,957 -1.97% Q4 2025 Feb 17, 2026
Wedmont Private Capital History Reduced 93,946 7,079 0.25% 0.32% 310 -24,736 -20.84% Q4 2025 Jan 08, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History Added to 96,156 7,073 1.53% 1.39% 311 +7,882 8.93% Q4 2025 Jan 26, 2026
OpenArc Corporate Advisory, LLC History New 94,930 6,983 0.12% — 312 +94,930 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Reduced 94,811 6,974 0.16% 0.18% 313 -39 -0.04% Q4 2025 Feb 06, 2026
ESG Planning DBA Harper Investing History Added to 94,280 6,935 2.99% 2.87% 314 +9,885 11.71% Q4 2025 Feb 04, 2026
Industrial Alliance Investment Management Inc. History Added to 94,136 6,925 3.93% 3.95% 315 +2,465 2.69% Q4 2025 Feb 05, 2026
Breakwater Investment Management History Reduced 93,522 6,879 2.49% 2.46% 316 -47 -0.05% Q4 2025 Feb 02, 2026
Archer Investment Management, LLC History Reduced 93,449 6,874 3.7% 5.58% 317 -33,965 -26.66% Q4 2025 Jan 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 92,640 6,814 0.08% 0.08% 318 +5,244 6.0% Q4 2025 Feb 02, 2026
NWAM LLC History Reduced 90,451 6,797 0.38% 0.36% 319 -1,688 -1.83% Q4 2025 Feb 04, 2026
ASL Financial, LLC History New 90,213 6,789 5.33% — 320 +90,213 New Q4 2025 Jan 20, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 91,491 6,730 0.27% 0.27% 321 -58 -0.06% Q4 2025 Feb 09, 2026
CacheTech Inc. History Reduced 91,427 6,725 1.25% 1.33% 322 -1,296 -1.4% Q4 2025 Feb 18, 2026
ADVOCATE GROUP LLC History Added to 89,914 6,614 1.07% 1.0% 323 +4,810 5.65% Q4 2025 Jan 20, 2026
Centennial Bank/AR/ History Added to 89,380 6,574 2.61% 1.79% 324 +25,474 39.86% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 89,051 6,550 0.0% 0.0% 325 +3,152 3.67% Q4 2025 Feb 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 88,620 6,518 0.0% 0.0% 326 -25,380 -22.26% Q4 2025 Feb 17, 2026
Adams Wealth Management History Reduced 87,183 6,413 1.37% 1.37% 327 -2,329 -2.6% Q4 2025 Feb 18, 2026
GreatBanc Trust CO History Reduced 86,830 6,387 4.5% 4.61% 328 -7,472 -7.92% Q4 2025 Feb 12, 2026
Clearstead Advisors, LLC History Added to 85,806 6,311 0.08% 0.07% 329 +6,230 7.83% Q4 2025 Feb 09, 2026
Integrated Advisors Network LLC History Added to 85,094 6,259 0.28% 0.25% 330 +85 0.1% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Reduced 85,060 6,257 0.04% 0.04% 331 -451 -0.53% Q4 2025 Feb 09, 2026
AlTi Global, Inc. History Reduced 84,145 6,189 0.13% 0.16% 332 -9,530 -10.17% Q4 2025 Feb 13, 2026
Tennessee Valley Asset Management Partners History Added to 84,081 6,184 0.8% 0.79% 333 +2,034 2.48% Q4 2025 Feb 05, 2026
BBR PARTNERS, LLC History Reduced 83,740 6,159 0.33% 0.35% 334 -305 -0.36% Q4 2025 Feb 11, 2026
MeadowBrook Investment Advisors LLC History Added to 82,805 6,091 5.19% 5.05% 335 +392 0.48% Q4 2025 Jan 14, 2026
McKinley Carter Wealth Services, Inc. History Reduced 82,473 6,066 0.34% 0.34% 336 -7,313 -8.14% Q4 2025 Feb 06, 2026
Wealthspire Retirement, LLC History Added to 81,621 6,004 0.37% 0.36% 337 +2,201 2.77% Q4 2025 Feb 18, 2026
Indie Asset Partners, LLC History Added to 80,817 5,944 6.63% 7.64% 338 +372 0.46% Q4 2025 Feb 03, 2026
IMA Advisory Services, Inc. History Added to 80,177 5,895 0.57% 0.47% 339 +15,166 23.33% Q4 2025 Feb 11, 2026
HSBC HOLDINGS PLC History Added to 80,079 5,890 0.0% 0.0% 340 +14,792 22.66% Q4 2025 Mar 20, 2026
Facet Wealth, Inc. History Added to 72,878 5,736 0.1% 0.1% 341 +4,187 6.1% Q4 2025 Jan 29, 2026
Compass Ion Advisors, LLC History Reduced 77,758 5,719 0.54% 0.54% 342 -177 -0.23% Q4 2025 Jan 29, 2026
CITIGROUP INC History Reduced 76,605 5,635 0.0% 0.01% 343 -95,722 -55.55% Q4 2025 Feb 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 76,610 5,635 0.07% 0.06% 344 +11,723 18.07% Q4 2025 Feb 10, 2026
CGN Advisors LLC History Added to 76,143 5,601 0.44% 0.45% 345 +20 0.03% Q4 2025 Jan 05, 2026
Gladwyn Financial Advisors, Inc. History Added to 76,032 5,592 3.93% 3.8% 346 +1,881 2.54% Q4 2025 Jan 08, 2026
Watershed Asset Management, L.L.C. History New 75,739 5,571 5.2% — 347 +75,739 New Q4 2025 Feb 17, 2026
Valpey Financial Services, LLC History Reduced 75,033 5,519 3.52% 3.54% 348 -756 -1.0% Q4 2025 Mar 04, 2026
NORTHEAST INVESTMENT MANAGEMENT History Added to 74,954 5,513 0.22% 0.21% 349 +3,211 4.48% Q4 2025 Feb 04, 2026
GFS Advisors, LLC History Reduced 74,910 5,510 0.65% 0.69% 350 -1,180 -1.55% Q4 2025 Feb 11, 2026
BURLING WEALTH PARTNERS, LLC History Reduced 74,223 5,459 0.85% 0.91% 351 -2,524 -3.29% Q4 2025 Feb 06, 2026
Valley Financial Group, Inc. History Reduced 74,146 5,454 3.06% 10.06% 352 -174,569 -70.19% Q4 2025 Feb 18, 2026
Allegiance Financial Group Advisory Services LLC History Reduced 72,896 5,362 1.13% 1.25% 353 -3,417 -4.48% Q4 2025 Feb 03, 2026
Migdal Insurance & Financial Holdings Ltd. History Added to 72,392 5,325 0.05% 0.05% 354 +6,132 9.25% Q4 2025 Jan 28, 2026
Next Level Wealth Planning, LLC History Added to 72,176 5,309 2.83% 2.9% 355 +291 0.4% Q4 2025 Jan 26, 2026
Principia Wealth Advisory, LLC History Reduced 72,152 5,307 3.32% 3.99% 356 -8,902 -10.98% Q4 2025 Feb 10, 2026
Wilson & Boucher Capital Management, LLC History Added to 71,738 5,277 3.47% 2.96% 357 +8,550 13.53% Q4 2025 Feb 05, 2026
Black Diamond Financial, LLC History Reduced 71,497 5,259 0.55% 0.57% 358 -83 -0.12% Q4 2025 Feb 03, 2026
Turtle Creek Wealth Advisors, LLC History Added to 71,049 5,226 0.41% 0.42% 359 +5,262 8.0% Q4 2025 Jan 28, 2026
Kelsey Financial, LLC History New 71,040 5,225 4.49% — 360 +71,040 New Q4 2025 Jan 23, 2026
3Chopt Investment Partners, LLC History Added to 70,718 5,202 1.17% 1.11% 361 +2,512 3.68% Q4 2025 Feb 10, 2026
Pine Valley Investments Ltd Liability Co History Reduced 70,700 5,200 0.24% 0.25% 362 -636 -0.89% Q4 2025 Feb 13, 2026
Private Advisor Group, LLC History Added to 70,033 5,151 0.02% 0.02% 363 +25,544 57.42% Q4 2025 Feb 17, 2026
Gotham Asset Management, LLC History Added to 68,693 5,053 0.02% 0.02% 364 +18,647 37.26% Q4 2025 Feb 17, 2026
FIDUCIENT ADVISORS LLC History Added to 68,459 5,035 0.62% 0.56% 365 +812 1.2% Q4 2025 Feb 10, 2026
Disciplined Investors, L.L.C. History Added to 68,184 5,015 3.29% 3.44% 366 +510 0.75% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Added to 68,091 5,008 0.07% 0.07% 367 +492 0.73% Q4 2025 Feb 09, 2026
Graves Light Lenhart Wealth, Inc. History Reduced 68,052 5,005 0.53% 0.54% 368 -208 -0.3% Q4 2025 Jan 09, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 67,561 4,969 0.09% 0.09% 369 +6,256 10.2% Q4 2025 Jan 23, 2026
Addis & Hill, Inc History Reduced 67,191 4,942 2.99% 3.06% 370 -2,601 -3.73% Q4 2025 Jan 06, 2026
Strategic Wealth Investment Group, LLC History Reduced 67,074 4,933 0.61% 0.48% 371 -12,174 -15.36% Q4 2025 Feb 11, 2026
Portland Global Advisors LLC History Added to 66,552 4,895 0.53% 0.5% 372 +3,496 5.54% Q4 2025 Feb 10, 2026
Cadence Wealth Management LLC History Reduced 66,377 4,882 2.36% 2.63% 373 -3,857 -5.49% Q4 2025 Feb 06, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 65,991 4,854 0.61% 0.58% 374 0 0.0% Q4 2025 Feb 09, 2026
Alta Advisers Ltd History No change 65,757 4,837 1.75% 1.44% 375 0 0.0% Q4 2025 Feb 09, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 65,720 4,834 0.68% 0.73% 376 +680 1.05% Q4 2025 Jan 12, 2026
FIRST AMERICAN TRUST, FSB History Added to 64,925 4,775 0.33% 0.3% 377 +6,927 11.94% Q4 2025 Feb 11, 2026
Virtue Capital Management, LLC History Added to 63,924 4,774 0.74% 0.05% 378 +60,857 1984.25% Q4 2025 Feb 18, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 64,262 4,727 0.08% 0.08% 379 +12,790 24.85% Q4 2025 Feb 19, 2026
FIDUCIARY TRUST CO History Reduced 63,974 4,705 0.05% 0.05% 380 -1,602 -2.44% Q4 2025 Feb 13, 2026
Beaumont Asset Management, L.L.C. History Reduced 63,586 4,677 2.34% 2.29% 381 -125 -0.2% Q4 2025 Jan 21, 2026
Sightline Wealth Advisors, LLC History Added to 62,686 4,611 1.97% 1.37% 382 +20,090 47.16% Q4 2025 Jan 26, 2026
Simplicity Wealth,LLC History Added to 62,610 4,605 0.27% 0.24% 383 +4,824 8.35% Q4 2025 Jan 30, 2026
Creekside Partners History Added to 61,790 4,545 1.92% 1.62% 384 +10,234 19.85% Q4 2025 Feb 13, 2026
RWA WEALTH PARTNERS, LLC History Added to 61,645 4,534 0.05% 0.05% 385 +1,293 2.14% Q4 2025 Feb 12, 2026
Concurrent Investment Advisors, LLC History Added to 61,508 4,524 0.05% 0.04% 386 +31,238 103.2% Q4 2025 Jan 29, 2026
Vise Technologies, Inc. History Added to 61,405 4,516 0.09% 0.07% 387 +35,040 132.9% Q4 2025 Feb 11, 2026
Ramiah Investment Group History Added to 61,007 4,487 4.39% 3.97% 388 +4,756 8.45% Q4 2025 Jan 28, 2026
SNS Financial Group, LLC History Reduced 60,867 4,477 0.39% 0.39% 389 -1,622 -2.6% Q4 2025 Feb 02, 2026
SPINNAKER TRUST History Added to 60,515 4,451 0.24% 0.23% 390 +1,284 2.17% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 60,444 4,446 0.01% 0.01% 391 -398 -0.65% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 60,423 4,444 0.08% 0.08% 392 -398 -0.65% Q4 2025 Jan 22, 2026
Coastline Trust Co History Added to 60,350 4,439 0.42% 0.46% 393 +381 0.64% Q4 2025 Jan 05, 2026
Foundation Wealth Management, LLC\PA History Reduced 59,952 4,410 1.6% 1.66% 394 -241 -0.4% Q4 2025 Jan 15, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 59,419 4,370 2.83% 3.02% 395 0 0.0% Q4 2025 Jan 26, 2026
Advisor OS, LLC History Reduced 58,975 4,338 0.35% 0.38% 396 -2,951 -4.77% Q4 2025 Feb 04, 2026
GREENLEAF TRUST History Reduced 58,947 4,336 0.04% 0.07% 397 -50,810 -46.29% Q4 2025 Jan 21, 2026
DF DENT & CO INC History Added to 58,418 4,297 0.06% 0.05% 398 +3,003 5.42% Q4 2025 Feb 17, 2026
NBC SECURITIES, INC. History Added to 57,970 4,264 0.32% 0.27% 399 +8,039 16.1% Q4 2025 Jan 29, 2026
Asset Allocation & Management Company, LLC History Added to 57,853 4,256 1.69% 1.57% 400 +5,745 11.03% Q4 2025 Jan 12, 2026
Mosaic Advisors LLC History Added to 57,705 4,244 8.14% 9.05% 401 +5,369 10.26% Q4 2025 Feb 18, 2026
Prospera Capital Management, LLC History Reduced 57,636 4,239 2.14% 3.46% 402 -42,531 -42.46% Q4 2025 Jan 20, 2026
SOL Capital Management CO History Added to 57,430 4,225 0.38% 0.36% 403 +840 1.48% Q4 2025 Jan 30, 2026
Dorsey & Whitney Trust CO LLC History No change 57,283 4,213 0.22% 0.22% 404 0 0.0% Q4 2025 Feb 11, 2026
Prospera Financial Services Inc History Added to 56,377 4,147 0.07% 0.07% 405 +858 1.55% Q4 2025 Feb 09, 2026
Algorithmic Investment Models, LLC History Reduced 56,269 4,139 5.1% 2.76% 406 -1,976 -3.39% Q4 2025 Feb 10, 2026
IEQ CAPITAL, LLC History Added to 55,701 4,097 0.01% 0.01% 407 +5,933 11.92% Q4 2025 Feb 13, 2026
Alpine Bank Wealth Management History No change 55,705 4,097 0.58% 0.56% 408 0 0.0% Q4 2025 Jan 15, 2026
JNBA Financial Advisors History Reduced 55,390 4,074 0.36% 0.36% 409 -629 -1.12% Q4 2025 Jan 26, 2026
Professional Financial Advisors, LLC History Added to 55,218 4,061 0.83% 0.82% 410 +392 0.71% Q4 2025 Jan 15, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 54,925 4,040 0.2% 0.21% 411 +6,923 14.42% Q4 2025 Jan 28, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History Added to 54,800 4,031 1.47% 1.31% 412 +11,900 27.74% Q4 2025 Feb 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 54,117 3,980 0.22% 0.2% 413 +3,926 7.82% Q4 2025 Jan 13, 2026
FIDUCIARY ADVISORS, INC. History Added to 54,036 3,974 3.02% 3.05% 414 +1,146 2.17% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Added to 53,827 3,959 0.04% 0.04% 415 +3,320 6.57% Q4 2025 Jan 20, 2026
Northstar Group, Inc. History Added to 53,574 3,940 0.54% 0.5% 416 +5,328 11.04% Q4 2025 Feb 13, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 53,091 3,905 1.12% 1.12% 417 +935 1.79% Q4 2025 Jan 27, 2026
Aufman Associates Inc History Added to 52,933 3,893 2.0% 2.09% 418 +847 1.63% Q4 2025 Feb 11, 2026
CIBC WORLD MARKET INC. History Added to 52,914 3,892 0.01% 0.01% 419 +4,107 8.41% Q4 2025 Feb 10, 2026
Values Added Financial LLC History Reduced 52,632 3,871 1.63% 1.67% 420 -68 -0.13% Q4 2025 Jan 16, 2026
CLUNE & ASSOCIATES, LTD. History Added to 52,460 3,858 0.83% 0.84% 421 +5,359 11.38% Q4 2025 Feb 09, 2026
First PREMIER Bank History Reduced 52,314 3,848 0.88% 0.85% 422 -50 -0.1% Q4 2025 Jan 23, 2026
Clark Asset Management, LLC History Added to 51,984 3,823 0.4% 0.43% 423 +588 1.14% Q4 2025 Jan 27, 2026
Sage Mountain Advisors LLC History Added to 51,898 3,817 0.2% 0.21% 424 +781 1.53% Q4 2025 Jan 23, 2026
Klingman & Associates, LLC History Reduced 51,657 3,799 0.18% 0.19% 425 -53 -0.1% Q4 2025 Jan 29, 2026
Beacon Bank & Trust History Added to 51,523 3,790 0.77% 0.78% 426 +1,010 2.0% Q4 2025 Feb 17, 2026
Upper Left Wealth Management, LLC History Reduced 51,309 3,774 2.3% 2.44% 427 -3,263 -5.98% Q4 2025 Jan 22, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 50,415 3,708 0.12% 0.13% 428 -1,614 -3.1% Q4 2025 Jan 12, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 50,364 3,704 0.0% 0.04% 429 -531,506 -91.34% Q4 2025 Feb 17, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History Added to 50,242 3,695 1.0% 0.0% 430 +50,140 49156.86% Q4 2025 Feb 09, 2026
Newman Dignan & Sheerar, Inc. History Reduced 50,133 3,687 0.77% 0.8% 431 -1,785 -3.44% Q4 2025 Jan 22, 2026
INTREPID FAMILY OFFICE LLC History No change 50,000 3,678 3.17% 2.98% 432 0 0.0% Q4 2025 Feb 17, 2026
Wealthcare Capital Partners, LLC History Reduced 49,735 3,658 1.71% 1.63% 433 -47 -0.09% Q4 2025 Jan 14, 2026
Arkadios Wealth Advisors History Added to 49,537 3,643 0.07% 0.05% 434 +18,154 57.85% Q4 2025 Feb 13, 2026
Roundview Capital LLC History Added to 49,189 3,618 0.22% 0.2% 435 +4,782 10.77% Q4 2025 Feb 09, 2026
NYL Investors LLC History Reduced 48,889 3,596 1.22% 1.16% 436 -376 -0.76% Q4 2025 Feb 11, 2026
Wilmington Savings Fund Society, FSB History No change 48,863 3,594 0.08% 0.08% 437 0 0.0% Q4 2025 Feb 12, 2026
London & Capital Asset Management Ltd History Added to 48,601 3,575 0.04% 0.1% 438 +29,090 149.1% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Added to 48,425 3,562 0.07% 0.07% 439 +4,784 10.96% Q4 2025 Feb 03, 2026
Farnam Financial LLC History Added to 48,289 3,552 2.67% 1.22% 440 +26,323 119.84% Q4 2025 Jan 26, 2026
TD Waterhouse Canada Inc. History Added to 48,195 3,545 0.02% 0.02% 441 +857 1.81% Q4 2025 Jan 27, 2026
Cloud Capital Management, LLC History Added to 47,804 3,516 1.66% 1.76% 442 +913 1.95% Q4 2025 Feb 12, 2026
Security Financial Services, INC. History Reduced 47,382 3,485 0.55% 0.56% 443 -1,465 -3.0% Q4 2025 Jan 27, 2026
HOWE & RUSLING INC History Reduced 47,333 3,481 0.23% 0.24% 444 -1,362 -2.8% Q4 2025 Feb 17, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 47,300 3,479 0.33% 0.29% 445 +5,640 13.54% Q4 2025 Feb 17, 2026
Bleakley Financial Group, LLC History Reduced 46,725 3,437 0.06% 0.08% 446 -15 -0.03% Q4 2025 Feb 09, 2026
RFG Advisory, LLC History Added to 46,407 3,413 0.06% 0.06% 447 +3,362 7.81% Q4 2025 Feb 03, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 46,315 3,406 1.49% 1.25% 448 +8,064 21.08% Q4 2025 Jan 29, 2026
Evanson Asset Management, LLC History Reduced 46,293 3,405 0.18% 0.19% 449 -184 -0.4% Q4 2025 Jan 12, 2026
Stokes Family Office, LLC History Reduced 46,004 3,384 0.31% 0.33% 450 -2,254 -4.67% Q4 2025 Feb 18, 2026
Sigma Planning Corp History Added to 45,925 3,378 0.09% 0.09% 451 +528 1.16% Q4 2025 Jan 30, 2026
ATLAS CAPITAL ADVISORS INC. History New 45,846 3,372 0.38% — 452 +45,846 New Q4 2025 Feb 13, 2026
Carnegie Investment Counsel History Added to 45,790 3,368 0.06% 0.06% 453 +2,232 5.12% Q4 2025 Jan 23, 2026
Lansing Street Advisors History Reduced 45,147 3,320 0.85% 1.09% 454 -12,611 -21.83% Q4 2025 Jan 26, 2026
WEBSTER BANK, N. A. History Added to 45,074 3,315 0.31% 0.27% 455 +5,721 14.54% Q4 2025 Jan 23, 2026
SVRN Asset Management, LLC History New 44,976 3,308 2.72% — 457 +44,976 New Q4 2025 Feb 13, 2026
Tortoise Investment Management, LLC History Added to 44,975 3,308 0.29% 0.28% 456 +392 0.88% Q4 2025 Feb 06, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 44,952 3,306 0.01% 0.01% 458 -388 -0.86% Q4 2025 Jan 30, 2026
Parallel Advisors, LLC History Added to 44,832 3,297 0.06% 0.03% 459 +22,029 96.61% Q4 2025 Feb 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 44,742 3,291 0.07% 0.08% 460 -2,795 -5.88% Q4 2025 Feb 05, 2026
Richard P Slaughter Associates Inc History Reduced 44,290 3,257 0.68% 0.7% 461 -1,145 -2.52% Q4 2025 Jan 12, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 44,143 3,247 0.05% 0.05% 462 -50 -0.11% Q4 2025 Feb 10, 2026
FAMILY WEALTH PARTNERS, LLC History Reduced 43,782 3,220 1.16% 1.18% 463 -323 -0.73% Q4 2025 Jan 14, 2026
Mayflower Financial Advisors, LLC History Reduced 43,700 3,214 0.39% 0.39% 464 -148 -0.34% Q4 2025 Jan 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 43,620 3,208 0.15% 0.13% 465 +693 1.61% Q4 2025 Jan 21, 2026
Ironwood Financial, llc History Added to 41,378 3,172 0.54% 0.51% 466 +1,128 2.8% Q4 2025 Jan 15, 2026
Meridian Wealth Management, LLC History Added to 42,984 3,161 0.11% 0.12% 467 +668 1.58% Q4 2025 Feb 04, 2026
Patten Group, Inc. History Added to 42,967 3,160 0.58% 0.55% 468 +3,721 9.48% Q4 2025 Jan 23, 2026
Integrated Wealth Concepts LLC History Reduced 42,685 3,139 0.04% 0.03% 469 -10,246 -19.36% Q4 2025 Feb 13, 2026
U.S. Capital Wealth Advisors, LLC History Added to 42,065 3,094 0.08% 0.07% 471 +5,214 14.15% Q4 2025 Jan 23, 2026
Atlantic Private Wealth, LLC History Reduced 42,071 3,094 1.98% 2.04% 472 -2,300 -5.18% Q4 2025 Feb 11, 2026
BRADLEY FOSTER & SARGENT INC/CT History Added to 42,065 3,094 0.05% 0.04% 470 +12 0.03% Q4 2025 Feb 12, 2026
Gibson Wealth Advisors LLC History Added to 42,049 3,093 2.12% 2.13% 473 +82 0.2% Q4 2025 Jan 13, 2026
Spire Wealth Management History Reduced 41,960 3,086 0.1% 0.1% 474 -83 -0.2% Q4 2025 Jan 14, 2026
Consolidated Portfolio Review Corp History New 41,848 3,078 0.27% — 476 +41,848 New Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History No change 41,848 3,078 0.18% 0.18% 475 0 0.0% Q4 2025 Feb 17, 2026
Lumbard & Kellner, LLC History Added to 41,659 3,064 1.07% 1.09% 477 +49 0.12% Q4 2025 Feb 03, 2026
Columbus Macro, LLC History Added to 41,524 3,054 0.33% 0.32% 478 +2,592 6.66% Q4 2025 Jan 15, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Added to 41,506 3,052 0.06% 0.05% 479 +3,355 8.79% Q4 2025 Feb 12, 2026
Gibraltar Capital Management, Inc. History No change 41,485 3,051 0.52% 0.53% 480 0 0.0% Q4 2025 Feb 02, 2026
Financial Advisory Corp History Added to 41,357 3,042 0.44% 0.43% 481 +374 0.91% Q4 2025 Jan 27, 2026
Merit Financial Group, LLC History Added to 39,145 2,879 0.02% 0.02% 482 +3,953 11.23% Q4 2025 Jan 26, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 39,054 2,872 0.02% 0.01% 483 +10,716 37.81% Q4 2025 Feb 11, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 38,778 2,852 0.2% 0.19% 484 +855 2.25% Q4 2025 Feb 12, 2026
SWP FINANCIAL LLC History Reduced 38,602 2,839 1.42% 1.4% 485 -52 -0.13% Q4 2025 Jan 16, 2026
Capital International Investors History Added to 38,364 2,834 0.0% 0.0% 486 +21,675 129.88% Q4 2025 Feb 11, 2026
Bank of New Hampshire History New 38,213 2,810 0.63% — 487 +38,213 New Q4 2025 Mar 16, 2026
Compass Advisory Group LLC History Added to 38,198 2,809 0.76% 0.71% 488 +2,681 7.55% Q4 2025 Jan 21, 2026
Evergreen Wealth Management, LLC History Reduced 38,092 2,802 1.41% 1.49% 489 -1,669 -4.2% Q4 2025 Feb 06, 2026
Abacus Planning Group, Inc. History Added to 37,937 2,790 0.37% 0.32% 490 +5,885 18.36% Q4 2025 Jan 16, 2026
First Heartland Consultants, Inc. History Added to 37,897 2,787 0.21% 0.2% 491 +2,542 7.19% Q4 2025 Jan 09, 2026
FRG Family Wealth Advisors LLC History Added to 37,655 2,769 0.43% 0.32% 492 +9,590 34.17% Q4 2025 Jan 21, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 37,549 2,762 0.11% 0.11% 493 +530 1.43% Q4 2025 Jan 16, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History Added to 37,314 2,744 0.04% 0.04% 494 +63 0.17% Q4 2025 Feb 09, 2026
Kendall Capital Management History Added to 36,695 2,699 0.56% 0.21% 495 +23,701 182.4% Q4 2025 Jan 16, 2026
Mutual Advisors, LLC History Added to 36,594 2,691 0.06% 0.06% 496 +1,254 3.55% Q4 2025 Feb 02, 2026
Snowden Capital Advisors LLC History No change 36,333 2,672 0.07% 0.07% 497 0 0.0% Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History Added to 36,088 2,654 0.05% 0.04% 498 +21 0.06% Q4 2025 Feb 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Added to 36,070 2,653 0.11% 0.11% 499 +472 1.33% Q4 2025 Feb 09, 2026
LOWE BROCKENBROUGH & CO INC History Added to 36,050 2,651 0.13% 0.13% 500 +280 0.78% Q4 2025 Feb 11, 2026
Post Resch Tallon Group Inc. History Reduced 35,967 2,645 2.23% 2.29% 501 -345 -0.95% Q4 2025 Jan 09, 2026
Moisand Fitzgerald Tamayo, LLC History Reduced 35,874 2,638 0.3% 0.31% 502 -722 -1.97% Q4 2025 Jan 14, 2026
Cypress Point Wealth Management, LLC History Added to 35,429 2,606 0.57% 0.51% 503 +261 0.74% Q4 2025 Feb 02, 2026
MGB Wealth Management, LLC History Added to 35,219 2,594 0.74% 0.64% 504 +3,233 10.11% Q4 2025 Feb 17, 2026
Camelot Portfolios, LLC History Reduced 35,244 2,592 1.59% 1.95% 505 -10,970 -23.74% Q4 2025 Jan 29, 2026
StoneX Group Inc. History Reduced 34,903 2,567 0.11% 0.23% 506 -39,300 -52.96% Q4 2025 Feb 12, 2026
Main Street Financial Solutions, LLC History Added to 34,692 2,551 0.19% 0.15% 507 +1,074 3.19% Q4 2025 Feb 17, 2026
Falcon Wealth Planning History Reduced 34,474 2,535 0.21% 0.22% 508 -343 -0.99% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 34,202 2,515 0.05% 0.05% 509 -771 -2.2% Q4 2025 Feb 05, 2026
OPPENHEIMER & CO INC History Added to 34,123 2,510 0.04% 0.01% 510 +18,485 118.21% Q4 2025 Feb 02, 2026
Gilman Hill Asset Management, LLC History Added to 34,022 2,502 0.39% 0.38% 511 +102 0.3% Q4 2025 Jan 12, 2026
Ashton Thomas Private Wealth, LLC History Added to 33,984 2,499 0.06% 0.04% 512 +13,449 65.49% Q4 2025 Jan 29, 2026
Hamrick Investment Counsel, llc History New 33,900 2,493 1.85% — 513 +33,900 New Q4 2025 Mar 31, 2026
TRED AVON FAMILY WEALTH, LLC History No change 33,734 2,481 0.81% 0.83% 514 0 0.0% Q4 2025 Jan 27, 2026
True Link Financial Advisors, LLC History No change 33,452 2,460 0.15% 0.15% 515 0 0.0% Q4 2025 Jan 29, 2026
Financial Planning Navigators CORP History New 33,357 2,453 1.13% — 516 +33,357 New Q4 2025 Jan 16, 2026
Markin Asset Management, LP History New 33,309 2,450 2.69% — 517 +33,309 New Q4 2025 Feb 13, 2026
COWA, LLC History Reduced 33,257 2,446 0.74% 0.79% 518 -85 -0.25% Q4 2025 Feb 12, 2026
CARDIFF PARK ADVISORS, LLC History Added to 33,179 2,440 0.2% 0.17% 519 +2,088 6.72% Q4 2025 Feb 17, 2026
Betterment LLC History Reduced 33,043 2,431 0.0% 0.0% 520 -219 -0.66% Q4 2025 Feb 12, 2026
MYECFO, LLC History Reduced 32,835 2,415 1.03% 1.1% 521 -1,010 -2.98% Q4 2025 Jan 12, 2026
Minot DeBlois Advisors LLC History Added to 32,729 2,407 2.16% 2.02% 522 +1,509 4.83% Q4 2025 Feb 13, 2026
Truepoint, Inc. History Reduced 32,715 2,406 0.05% 0.05% 523 -109 -0.33% Q4 2025 Feb 11, 2026
Baker Ellis Asset Management LLC History Reduced 32,626 2,399 0.29% 0.3% 524 -2,000 -5.78% Q4 2025 Jan 21, 2026
Red Mountain Financial, LLC History Reduced 32,562 2,395 2.35% 2.61% 526 -3,503 -9.71% Q4 2025 Jan 26, 2026
MONOGRAPH WEALTH ADVISORS, LLC History No change 32,565 2,395 0.24% 0.24% 525 0 0.0% Q4 2025 Feb 13, 2026
Carroll Advisory Group, LLC History New 32,519 2,392 1.03% — 527 +32,519 New Q4 2025 Feb 09, 2026
WEST BANCORPORATION INC History Added to 32,273 2,374 1.24% 1.1% 528 +4,599 16.62% Q4 2025 Jan 29, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 32,185 2,367 0.16% 0.16% 529 +370 1.16% Q4 2025 Jan 28, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 32,135 2,363 0.34% 0.34% 530 0 0.0% Q4 2025 Feb 06, 2026
STALEY CAPITAL ADVISERS INC History Added to 32,115 2,362 0.1% 0.09% 531 +3 0.01% Q4 2025 Feb 05, 2026
IPG Investment Advisors LLC History No change 32,000 2,353 0.41% 0.41% 532 0 0.0% Q4 2025 Feb 09, 2026
Belpointe Asset Management LLC History Reduced 31,904 2,346 0.08% 0.11% 533 -7,374 -18.77% Q4 2025 Jan 27, 2026
Composition Wealth, LLC History Added to 31,832 2,341 0.03% 0.03% 534 +60 0.19% Q4 2025 Feb 02, 2026
ALPHA CAPITAL ADVISORS INC /ADV History New 30,673 2,338 2.17% — 535 +30,673 New Q4 2025 Feb 18, 2026
CORDA Investment Management, LLC. History Added to 31,793 2,338 0.17% 0.15% 536 +1,564 5.17% Q4 2025 Feb 03, 2026
Journey Advisory Group, LLC History Reduced 31,730 2,334 0.2% 0.17% 537 -705 -2.17% Q4 2025 Jan 27, 2026
Rothschild Wealth LLC History New 31,705 2,332 0.22% — 538 +31,705 New Q4 2025 Feb 17, 2026
Unconventional Investor, LLC History Added to 31,669 2,329 1.11% 1.12% 539 +468 1.5% Q4 2025 Feb 05, 2026
Grove Street Fiduciary, LLC History Reduced 31,547 2,320 0.97% 1.07% 540 -26 -0.08% Q4 2025 Feb 03, 2026
Meridian Wealth Partners, LLC History Reduced 31,433 2,312 0.32% 0.32% 541 -1,244 -3.81% Q4 2025 Feb 13, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 31,342 2,305 0.9% 0.9% 542 +318 1.03% Q4 2025 Jan 27, 2026
GRANDFIELD & DODD, LLC History No change 31,282 2,301 0.13% 0.13% 543 0 0.0% Q4 2025 Feb 10, 2026
S&CO INC History No change 31,256 2,299 0.14% 0.14% 544 0 0.0% Q4 2025 Feb 05, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 31,240 2,298 0.63% 0.58% 545 -6,450 -17.11% Q4 2025 Feb 12, 2026
Solstein Capital, LLC History Added to 31,193 2,294 0.92% 0.12% 546 +24,030 335.47% Q4 2025 Feb 13, 2026
Trek Financial, LLC History Added to 30,886 2,271 0.13% 0.01% 547 +27,614 843.95% Q4 2025 Feb 04, 2026
Charis Legacy Partners, LLC History Reduced 30,565 2,248 3.32% 3.45% 548 -1,816 -5.61% Q4 2025 Jan 08, 2026
Financially in Tune, LLC History New 30,262 2,226 2.08% — 549 +30,262 New Q4 2025 Feb 27, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 30,103 2,214 0.24% 0.29% 550 -6,055 -16.75% Q4 2025 Jan 28, 2026
Shoker Investment Counsel, Inc. History Reduced 30,045 2,210 0.65% 0.68% 551 -2,347 -7.25% Q4 2025 Feb 04, 2026
Purpose Unlimited Inc. History New 29,596 2,177 0.1% — 552 +29,596 New Q4 2025 Mar 20, 2026
HARBOUR INVESTMENTS, INC. History Reduced 29,151 2,144 0.04% 0.05% 553 -1,690 -5.48% Q4 2025 Feb 09, 2026
EXENCIAL WEALTH ADVISORS, LLC History Reduced 28,969 2,130 0.07% 0.07% 554 -2,427 -7.73% Q4 2025 Jan 30, 2026
CENTRAL TRUST Co History Reduced 28,834 2,121 0.04% 0.05% 555 -3,980 -12.13% Q4 2025 Feb 02, 2026
ANDERSON HOAGLAND & CO History Reduced 28,814 2,119 0.18% 0.21% 556 -4,712 -14.05% Q4 2025 Jan 05, 2026
Family CFO Inc History Reduced 28,765 2,115 0.95% 0.95% 557 -69 -0.24% Q4 2025 Jan 23, 2026
BOSTON FAMILY OFFICE LLC History Reduced 28,641 2,107 0.13% 0.13% 558 -335 -1.16% Q4 2025 Feb 13, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 28,627 2,105 0.17% 0.17% 559 +480 1.71% Q4 2025 Feb 17, 2026
Modera Wealth Management, LLC History Reduced 28,586 2,102 0.02% 0.03% 560 -1,853 -6.09% Q4 2025 Jan 21, 2026
Synergy Asset Management, LLC History Reduced 28,511 2,097 0.22% 0.26% 561 -73,987 -72.18% Q4 2025 Jan 13, 2026
Manchester Capital Management LLC History Added to 28,424 2,090 0.28% 0.27% 562 +34 0.12% Q4 2025 Feb 11, 2026
Allen Investment Management, LLC History No change 28,293 2,081 0.02% 0.02% 563 0 0.0% Q4 2025 Feb 10, 2026
Boltwood Capital Management History Reduced 28,204 2,074 0.54% 0.55% 564 -975 -3.34% Q4 2025 Jan 02, 2026
Atlantic Union Bankshares Corp History Reduced 28,174 2,072 0.04% 0.05% 565 -5,981 -17.51% Q4 2025 Feb 04, 2026
Russell Investments Group, Ltd. History Reduced 28,152 2,070 0.0% 0.0% 566 -18,552 -39.72% Q4 2025 Feb 17, 2026
HANCOCK WHITNEY CORP History Reduced 28,117 2,068 0.04% 0.04% 567 -130 -0.46% Q4 2025 Feb 17, 2026
Litman Gregory Wealth Management LLC History Reduced 27,737 2,040 0.15% 0.15% 568 -47 -0.17% Q4 2025 Feb 12, 2026
Operose Advisors LLC History Added to 27,671 2,035 0.47% 0.49% 569 +399 1.46% Q4 2025 Feb 10, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 27,611 2,031 0.01% 0.0% 570 +17,523 173.7% Q4 2025 Feb 12, 2026
Milestone Asset Management Group, LLC History Added to 27,603 2,030 1.15% 0.99% 571 +5,546 25.14% Q4 2025 Feb 03, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 27,562 2,027 0.16% 0.41% 572 -54,102 -66.25% Q4 2025 Jan 23, 2026
American Capital Advisory, LLC History Added to 27,310 2,008 0.87% 0.86% 573 +1,445 5.59% Q4 2025 Jan 30, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History Added to 27,195 2,000 0.24% 0.19% 574 +4,141 17.96% Q4 2025 Feb 13, 2026
Partners in Financial Planning History Reduced 27,125 1,995 0.34% 0.35% 575 -1,653 -5.74% Q4 2025 Feb 02, 2026
Smartleaf Asset Management LLC History Added to 26,921 1,988 0.08% 0.01% 576 +24,448 988.6% Q4 2025 Feb 13, 2026
Strategic Advisors LLC History Added to 26,896 1,978 0.31% 0.21% 577 +8,312 44.73% Q4 2025 Feb 10, 2026
AdvisorNet Financial, Inc History Added to 26,835 1,973 0.11% 0.11% 578 +227 0.85% Q4 2025 Jan 20, 2026
Squarepoint Ops LLC History Reduced 26,609 1,957 0.0% 0.0% 579 -13,882 -34.28% Q4 2025 Feb 13, 2026
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. History New 26,547 1,952 1.56% — 580 +26,547 New Q4 2025 Feb 12, 2026
Midwest Trust Co History Added to 26,442 1,945 0.02% 0.02% 581 +8,588 48.1% Q4 2025 Feb 04, 2026
TOBIAS FINANCIAL ADVISORS, INC. History Added to 26,406 1,942 0.27% 0.28% 582 +526 2.03% Q4 2025 Feb 13, 2026
FF Advisors,LLC History Added to 26,325 1,936 0.86% 0.71% 583 +5,555 26.75% Q4 2025 Feb 13, 2026
Cornerstone Advisory, LLC History Added to 26,268 1,932 0.18% 0.17% 585 +1,645 6.68% Q4 2025 Jan 28, 2026
Whitegate Investment Counselors, Inc. History Added to 26,269 1,932 0.6% 0.61% 584 +244 0.94% Q4 2025 Feb 10, 2026
Sepio Capital, LP History Added to 25,902 1,905 0.1% 0.05% 586 +13,324 105.93% Q4 2025 Feb 12, 2026
MAYPORT, LLC History Added to 25,881 1,903 0.38% 0.22% 587 +11,656 81.94% Q4 2025 Jan 21, 2026
Mengis Capital Management, Inc. History Added to 25,804 1,898 0.34% 0.36% 588 +90 0.35% Q4 2025 Mar 05, 2026
New England Private Wealth Advisors LLC History Added to 25,658 1,887 0.23% 0.24% 589 +43 0.17% Q4 2025 Feb 13, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Reduced 25,571 1,881 0.09% 0.1% 590 -3,620 -12.4% Q4 2025 Jan 27, 2026
MCF Advisors LLC History New 25,560 1,880 0.1% — 591 +25,560 New Q4 2025 Feb 11, 2026
CONTINENTAL INVESTORS SERVICES, INC. History Reduced 24,179 1,879 2.42% 3.2% 593 -5,674 -19.01% Q4 2025 Feb 23, 2026
CHAPIN DAVIS, INC. History Added to 25,555 1,879 0.44% 0.44% 592 +363 1.44% Q4 2025 Jan 30, 2026
WARNER FINANCIAL, INC History Added to 25,541 1,879 0.65% 0.68% 594 +122 0.48% Q4 2025 Jan 21, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 25,519 1,877 0.03% 0.03% 595 +20 0.08% Q4 2025 Feb 12, 2026
Montecito Bank & Trust History No change 25,366 1,865 0.3% 0.28% 596 0 0.0% Q4 2025 Jan 09, 2026
Cannon Advisors, Inc. History Reduced 24,306 1,861 1.31% 1.27% 597 -1,613 -6.22% Q4 2025 Jan 15, 2026
HM PAYSON & CO History Added to 25,285 1,859 0.03% 0.03% 598 +220 0.88% Q4 2025 Feb 12, 2026
EP Wealth Advisors, LLC History New 25,151 1,850 0.01% — 599 +25,151 New Q4 2025 Feb 18, 2026
SAGE RHINO CAPITAL LLC History Added to 25,042 1,842 0.35% 0.34% 600 +201 0.81% Q4 2025 Jan 30, 2026
Sollinda Capital Management LLC History Added to 25,026 1,840 0.47% 0.08% 601 +21,123 541.2% Q4 2025 Jan 15, 2026
RS CRUM INC. History No change 25,005 1,839 0.37% 0.4% 602 0 0.0% Q4 2025 Feb 17, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 24,920 1,833 0.14% 0.12% 603 +4,457 21.78% Q4 2025 Jan 07, 2026
COZAD ASSET MANAGEMENT INC History Added to 24,915 1,832 0.14% 0.14% 604 +240 0.97% Q4 2025 Feb 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 24,892 1,831 0.0% — 605 +24,892 New Q4 2025 Feb 13, 2026
Patriot Financial Group Insurance Agency, LLC History Reduced 24,657 1,813 0.22% 0.23% 606 -228 -0.92% Q4 2025 Jan 26, 2026
Smithfield Trust Co History Added to 24,771 1,811 0.08% 0.08% 607 +15 0.06% Q4 2025 Feb 09, 2026
SAXON INTERESTS, INC. History Reduced 24,588 1,808 0.63% 0.67% 608 -158 -0.64% Q4 2025 Feb 13, 2026
MBA Advisors LLC History Added to 24,509 1,802 0.73% 0.68% 609 +2,162 9.67% Q4 2025 Jan 21, 2026
Caitlin John, LLC History Reduced 24,375 1,793 1.17% 1.6% 610 -7,862 -24.39% Q4 2025 Feb 18, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Added to 24,276 1,785 0.11% 0.1% 611 +3,645 17.67% Q4 2025 Feb 17, 2026
Financial Insights, Inc. History Reduced 24,238 1,782 0.6% 0.58% 612 -196 -0.8% Q4 2025 Mar 31, 2026
LAKE STREET PRIVATE WEALTH, LLC History Added to 24,050 1,769 0.22% 0.19% 613 +2,973 14.11% Q4 2025 Jan 07, 2026
Capital Investment Advisory Services, LLC History Reduced 24,035 1,768 0.12% 0.14% 614 -532 -2.17% Q4 2025 Jan 21, 2026
Bedel Financial Consulting, Inc. History Added to 23,834 1,753 0.19% 0.06% 615 +17,535 278.38% Q4 2025 Jan 28, 2026
Visionary Wealth Advisors History Added to 23,739 1,746 0.08% 0.08% 616 +87 0.37% Q4 2025 Feb 13, 2026
SEMITAM BONAM LLC History Added to 23,453 1,725 1.44% 1.43% 617 +1,101 4.93% Q4 2025 Jan 20, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 23,356 1,718 0.02% 0.0% 618 +19,605 522.66% Q4 2025 Feb 13, 2026
Capital Advisors, Ltd. LLC History Added to 23,341 1,717 0.19% 0.19% 619 +34 0.15% Q4 2025 Jan 21, 2026
Frankly Finances, LLC History New 23,294 1,713 1.49% — 620 +23,294 New Q4 2025 Jan 26, 2026
Archer Investment Corp History Reduced 23,054 1,695 0.38% 0.4% 621 -1,693 -6.84% Q4 2025 Jan 30, 2026
Ascent Group, LLC History Reduced 23,022 1,693 0.06% 0.06% 622 -188 -0.81% Q4 2025 Jan 20, 2026
TWO SIGMA SECURITIES, LLC History Added to 22,947 1,687 0.23% 0.04% 623 +18,857 461.05% Q4 2025 Feb 17, 2026
TILIA FIDUCIARY PARTNERS, INC. History Added to 22,859 1,681 0.93% 0.24% 624 +17,029 292.09% Q4 2025 Jan 12, 2026
WealthCollab, LLC History Added to 22,808 1,677 0.69% 0.73% 625 +526 2.36% Q4 2025 Jan 27, 2026
Smith Partners Wealth Management, LLC History New 22,778 1,675 1.54% — 626 +22,778 New Q4 2025 Feb 13, 2026
Snider Financial Group History Reduced 22,767 1,674 0.45% 0.62% 627 -9,118 -28.6% Q4 2025 Jan 21, 2026
Relyea Zuckerberg Hanson LLC History Added to 22,656 1,666 0.17% 0.16% 628 +862 3.96% Q4 2025 Jan 20, 2026
Phillips Wealth Planners LLC History Added to 21,710 1,663 1.33% 1.27% 629 +740 3.53% Q4 2025 Feb 10, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Reduced 22,586 1,661 0.26% 0.27% 630 -599 -2.58% Q4 2025 Jan 14, 2026
Plancorp, LLC History Reduced 22,576 1,660 0.05% 0.05% 631 -66 -0.29% Q4 2025 Feb 05, 2026
Atlas Brown,Inc. History Reduced 22,513 1,656 0.49% 0.48% 632 -398 -1.74% Q4 2025 Jan 09, 2026
Sand Hill Global Advisors, LLC History No change 22,506 1,655 0.06% 0.06% 633 0 0.0% Q4 2025 Feb 12, 2026
SIGNET FINANCIAL MANAGEMENT, LLC History Reduced 22,101 1,625 0.18% 0.19% 634 -810 -3.54% Q4 2025 Jan 08, 2026
Koshinski Asset Management, Inc. History Added to 22,018 1,619 0.1% 0.09% 635 +3,143 16.65% Q4 2025 Feb 03, 2026
Long Island Wealth Management, Inc. History Added to 21,950 1,614 0.76% 0.76% 636 +4 0.02% Q4 2025 Jan 21, 2026
Hilltop Holdings Inc. History Added to 21,814 1,604 0.09% 0.08% 637 +1,099 5.31% Q4 2025 Feb 17, 2026
FIRST INTERSTATE BANK History Added to 21,612 1,589 0.09% 0.08% 638 +100 0.46% Q4 2025 Jan 29, 2026
Savvy Advisors, Inc. History Added to 21,556 1,585 0.05% 0.06% 640 +3,907 22.14% Q4 2025 Jan 20, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 21,555 1,585 0.39% 0.39% 639 +138 0.64% Q4 2025 Jan 23, 2026
UMB Bank, n.a. History Added to 21,500 1,581 0.02% 0.02% 641 +5,874 37.59% Q4 2025 Feb 13, 2026
Gradient Capital Advisors, LLC History Reduced 21,422 1,575 0.41% 0.43% 643 -963 -4.3% Q4 2025 Feb 06, 2026
White Lighthouse Investment Management Inc. History Reduced 21,422 1,575 0.22% 0.23% 642 -50 -0.23% Q4 2025 Feb 09, 2026
HILL ISLAND FINANCIAL LLC History No change 21,394 1,573 0.38% 0.38% 644 0 0.0% Q4 2025 Jan 22, 2026
WEDBUSH SECURITIES INC History Added to 21,367 1,572 0.05% 0.05% 645 +53 0.25% Q4 2025 Feb 12, 2026
Shepherd Financial Partners LLC History No change 21,309 1,567 0.15% 0.14% 646 0 0.0% Q4 2025 Feb 10, 2026
CITADEL ADVISORS LLC History Reduced 21,272 1,564 0.0% 0.0% 647 -325,488 -93.87% Q4 2025 Feb 17, 2026
Florida Trust Wealth Management Co History Added to 21,238 1,562 0.04% 0.02% 649 +13,218 164.81% Q4 2025 Jan 20, 2026
BOK Financial Private Wealth, Inc. History No change 21,236 1,562 0.1% 0.1% 648 0 0.0% Q4 2025 Feb 06, 2026
Avestar Capital, LLC History No change 21,211 1,560 0.1% 0.1% 650 0 0.0% Q4 2025 Feb 10, 2026
Asempa Wealth Advisors History New 21,166 1,556 1.34% — 651 +21,166 New Q4 2025 Jan 08, 2026
Fermata Advisors, LLC History Added to 21,134 1,554 0.37% 0.31% 652 +3,727 21.41% Q4 2025 Jan 08, 2026
REGIONS FINANCIAL CORP History New 20,967 1,542 0.01% — 653 +20,967 New Q4 2025 Jan 27, 2026
J.W. COLE ADVISORS, INC. History Reduced 37,527 1,535 0.04% 0.07% 654 -11,103 -22.83% Q4 2025 Feb 11, 2026
Connecticut Wealth Management, LLC History Reduced 20,830 1,532 0.07% 0.07% 655 -1,190 -5.4% Q4 2025 Feb 12, 2026
Greenhouse Wealth Management, LLC History Added to 20,797 1,529 0.9% 0.88% 656 +165 0.8% Q4 2025 Jan 21, 2026
GLOBALT Investments LLC / GA History No change 20,610 1,516 0.06% 0.05% 657 0 0.0% Q4 2025 Feb 06, 2026
Briggs Wealth Management, Inc History New 20,465 1,505 1.62% — 658 +20,465 New Q4 2025 Feb 19, 2026
Anchor Investment Management, LLC History Reduced 20,419 1,501 0.12% 0.13% 659 -824 -3.88% Q4 2025 Feb 26, 2026
JAMES INVESTMENT RESEARCH, INC. History Added to 20,334 1,495 0.16% 0.12% 660 +4,572 29.01% Q4 2025 Jan 29, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 20,254 1,489 0.11% 0.1% 662 -1,152 -5.38% Q4 2025 Jan 23, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History No change 20,250 1,489 0.02% 0.02% 661 0 0.0% Q4 2025 Feb 17, 2026
WFA of San Diego, LLC History Added to 20,191 1,485 1.09% 0.98% 663 +109 0.54% Q4 2025 Feb 17, 2026
APPLETON PARTNERS INC/MA History Reduced 20,053 1,475 0.1% 0.1% 664 -287 -1.41% Q4 2025 Jan 09, 2026
Texas Bank & Trust Co History No change 20,058 1,475 0.54% 0.54% 665 0 0.0% Q4 2025 Feb 06, 2026
Curbstone Financial Management Corp History Added to 20,028 1,473 0.28% 0.27% 667 +250 1.26% Q4 2025 Jan 23, 2026
Stockman Wealth Management, Inc. History Added to 20,029 1,473 0.17% 0.18% 666 +5 0.02% Q4 2025 Jan 29, 2026
RBF Capital, LLC History No change 20,000 1,471 0.07% 0.06% 668 0 0.0% Q4 2025 Feb 17, 2026
IFC & Insurance Marketing, Inc. History New 19,956 1,468 1.46% — 669 +19,956 New Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 19,883 1,462 0.03% 0.03% 670 +3,425 20.81% Q4 2025 Feb 06, 2026
Orcam Financial Group History Added to 19,816 1,457 1.09% 1.13% 671 +185 0.94% Q4 2025 Feb 06, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 19,804 1,456 0.08% 0.08% 672 -1,598 -7.47% Q4 2025 Jan 26, 2026
Robertson Stephens Wealth Management, LLC History Added to 19,782 1,455 0.04% 0.04% 673 +535 2.78% Q4 2025 Feb 02, 2026
Aries Wealth Management History No change 19,609 1,442 0.32% 0.33% 674 0 0.0% Q4 2025 Jan 30, 2026
LYELL WEALTH MANAGEMENT, LP History No change 19,570 1,439 0.1% 0.1% 675 0 0.0% Q4 2025 Feb 12, 2026
Novak & Powell Financial Services, Inc. History Added to 19,560 1,438 0.75% 0.57% 676 +4,256 27.81% Q4 2025 Feb 10, 2026
City State Bank History Added to 19,542 1,437 0.39% 0.39% 677 +691 3.67% Q4 2025 Jan 28, 2026
WealthShield Partners, LLC History Added to 19,322 1,421 0.16% 0.16% 678 +64 0.33% Q4 2025 Feb 03, 2026
Keystone Financial Group History Reduced 19,306 1,420 0.11% 0.11% 679 -26 -0.13% Q4 2025 Feb 06, 2026
1492 Capital Management LLC History No change 19,212 1,413 0.54% 0.55% 680 0 0.0% Q4 2025 Feb 10, 2026
Sargent Investment Group, LLC History New 19,013 1,398 0.18% — 682 +19,013 New Q4 2025 Feb 13, 2026
Chicago Partners Investment Group LLC History Added to 18,046 1,398 0.03% 0.03% 681 +48 0.27% Q4 2025 Jan 28, 2026
WealthBridge Investment Counsel Inc. History Added to 18,840 1,386 0.42% 0.38% 683 +1,513 8.73% Q4 2025 Jan 22, 2026
Kovack Advisors, Inc. History Added to 18,815 1,384 0.06% 0.07% 684 +9,113 93.93% Q4 2025 Feb 17, 2026
SkyOak Wealth, LLC History Added to 18,823 1,384 0.25% 0.25% 685 +116 0.62% Q4 2025 Feb 05, 2026
CoreCap Advisors, LLC History Reduced 18,718 1,376 0.05% 0.05% 686 -264 -1.39% Q4 2025 Jan 13, 2026
Harpswell Capital Advisors, LLC History Added to 18,654 1,372 1.09% 1.06% 687 +3,050 19.55% Q4 2025 Feb 11, 2026
Motley Fool Wealth Management, LLC History New 18,620 1,369 0.11% — 688 +18,620 New Q4 2025 Feb 11, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Reduced 18,599 1,368 0.08% 0.09% 689 -91 -0.49% Q4 2025 Feb 12, 2026
MontVue Capital Management, Inc. History No change 18,554 1,364 0.91% 0.89% 690 0 0.0% Q4 2025 Jan 27, 2026
Americana Partners, LLC History Reduced 18,459 1,357 0.04% 0.05% 691 -4,306 -18.92% Q4 2025 Feb 06, 2026
NOVEM GROUP History Added to 18,147 1,334 0.15% 0.15% 692 +11 0.06% Q4 2025 Jan 27, 2026
Pioneer Wealth Management Group History Reduced 18,085 1,330 0.4% 0.56% 693 -6,062 -25.1% Q4 2025 Jan 12, 2026
Glen Eagle Advisors, LLC History Added to 18,081 1,330 0.18% 0.17% 694 +606 3.47% Q4 2025 Feb 13, 2026
Gateway Wealth Partners, LLC History Added to 18,053 1,327 0.15% 0.16% 695 +994 5.83% Q4 2025 Feb 11, 2026
Pallas Capital Advisors LLC History Added to 17,923 1,318 0.04% 0.01% 696 +12,328 220.34% Q4 2025 Jan 14, 2026
MERITAGE PORTFOLIO MANAGEMENT History Added to 17,783 1,308 0.09% 0.08% 697 +391 2.25% Q4 2025 Jan 27, 2026
NORRIS PERNE & FRENCH LLP/MI History No change 17,621 1,296 0.09% 0.09% 698 0 0.0% Q4 2025 Jan 23, 2026
SHAKER INVESTMENTS LLC/OH History New 17,384 1,278 0.53% — 699 +17,384 New Q4 2025 Jan 30, 2026
Index Fund Advisors, Inc. History Added to 17,380 1,278 0.06% 0.06% 700 +293 1.71% Q4 2025 Jan 29, 2026
Argent Trust Co History Added to 17,278 1,270 0.04% 0.03% 701 +4,490 35.11% Q4 2025 Feb 10, 2026
DT Investment Partners, LLC History Reduced 16,928 1,245 0.1% 0.24% 703 -22,339 -56.89% Q4 2025 Feb 10, 2026
Capstone Wealth Management, Inc. History New 16,713 1,245 1.09% — 704 +16,713 New Q4 2025 Feb 20, 2026
PARTHENON LLC History Reduced 16,928 1,245 0.13% 0.14% 702 -400 -2.31% Q4 2025 Jan 23, 2026
Venture Visionary Partners LLC History Added to 16,913 1,244 0.04% 0.04% 705 +50 0.3% Q4 2025 Feb 13, 2026
Johnson Financial Group, Inc. History Reduced 16,900 1,243 0.05% 0.05% 706 -520 -2.99% Q4 2025 Feb 12, 2026
New Perspectives, Inc History No change 16,740 1,231 0.43% 0.53% 707 0 0.0% Q4 2025 Jan 28, 2026
ProVise Management Group, LLC History Added to 16,734 1,230 0.09% 0.08% 708 +603 3.74% Q4 2025 Jan 29, 2026
RETIREMENT INCOME SOLUTIONS, INC History Added to 16,650 1,224 0.21% 0.17% 709 +2,720 19.53% Q4 2025 Jan 27, 2026
BWM Planning, LLC History Added to 16,632 1,223 0.33% 0.34% 710 +832 5.27% Q4 2025 Jan 14, 2026
Greenwich Wealth Management LLC History Reduced 16,600 1,221 0.05% 0.06% 711 -369 -2.17% Q4 2025 Feb 10, 2026
MBL Wealth, LLC History New 16,596 1,220 0.1% — 712 +16,596 New Q4 2025 Jan 21, 2026
JFS WEALTH ADVISORS, LLC History Added to 16,569 1,218 0.07% 0.06% 713 +2,398 16.92% Q4 2025 Jan 14, 2026
Mesirow Financial Investment Management, Inc. History Added to 16,466 1,211 0.02% 0.02% 714 +31 0.19% Q4 2025 Feb 05, 2026
Englebert Financial Advisers, LLC History New 16,290 1,198 1.37% — 715 +16,290 New Q4 2025 Feb 04, 2026
Destiny Wealth Partners, LLC History No change 15,299 1,189 0.14% 0.13% 716 0 0.0% Q4 2025 Feb 03, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 16,084 1,183 0.02% 0.03% 717 -285 -1.74% Q4 2025 Feb 18, 2026
Red Tortoise LLC History Added to 16,088 1,183 0.5% 0.49% 718 +271 1.71% Q4 2025 Jan 22, 2026
Ellenbecker Investment Group History Reduced 16,033 1,179 0.16% 0.17% 719 -206 -1.27% Q4 2025 Jan 30, 2026
Discipline Wealth Solutions, LLC History Added to 16,000 1,176 0.22% 0.11% 720 +10,174 174.63% Q4 2025 Jan 26, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 14,858 1,176 0.85% 0.8% 721 0 0.0% Q4 2025 Feb 10, 2026
New Covenant Trust Company, N.A. History No change 15,751 1,176 1.06% 1.05% 722 0 0.0% Q4 2025 Jan 13, 2026
SAX WEALTH ADVISORS, LLC History Reduced 15,876 1,167 0.05% 0.07% 724 -2,831 -15.13% Q4 2025 Jan 12, 2026
Garde Capital, Inc. History Added to 15,865 1,167 0.07% 0.05% 723 +72 0.46% Q4 2025 Feb 10, 2026
Brewster Financial Planning LLC History Added to 15,854 1,166 0.72% 0.7% 725 +229 1.47% Q4 2025 Jan 14, 2026
Andrews Advisory Associates, LLC History New 15,801 1,162 0.62% — 726 +15,801 New Q4 2025 Feb 18, 2026
Syverson Strege & Co History No change 15,718 1,156 0.27% 0.27% 727 0 0.0% Q4 2025 Feb 09, 2026
Allegheny Financial Group History Added to 15,700 1,154 0.17% 0.2% 728 +320 2.08% Q4 2025 Feb 02, 2026
BOSTON RESEARCH & MANAGEMENT INC History Reduced 15,681 1,153 0.27% 0.27% 729 -1,300 -7.66% Q4 2025 Feb 11, 2026
Kohmann Bosshard Financial Services, LLC History No change 15,617 1,148 0.1% 0.11% 730 0 0.0% Q4 2025 Jan 30, 2026
VICUS CAPITAL History No change 15,593 1,147 0.09% 0.08% 731 0 0.0% Q4 2025 Jan 22, 2026
Financial Alternatives, Inc History Reduced 15,579 1,145 0.67% 0.71% 732 -789 -4.82% Q4 2025 Feb 04, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 15,400 1,132 0.09% 0.09% 733 0 0.0% Q4 2025 Jan 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 15,368 1,130 0.01% 0.0% 734 +15,319 31263.27% Q4 2025 Jan 14, 2026
Ocean Park Asset Management, LLC History New 15,338 1,128 0.05% — 735 +15,338 New Q4 2025 Jan 15, 2026
Arax Advisory Partners History New 15,309 1,126 0.03% — 736 +15,309 New Q4 2025 Feb 13, 2026
R. W. Roge & Company, Inc. History Added to 15,241 1,121 0.55% 0.24% 737 +8,721 133.76% Q4 2025 Jan 23, 2026
ECLECTIC ASSOCIATES INC /ADV History No change 15,220 1,119 0.17% 0.2% 738 0 0.0% Q4 2025 Feb 03, 2026
Oak Wealth Advisors LLC History No change 15,203 1,118 0.64% 0.63% 739 0 0.0% Q4 2025 Feb 11, 2026
Slow Capital, Inc. History Reduced 15,191 1,117 0.13% 0.13% 740 -380 -2.44% Q4 2025 Jan 26, 2026
Wescott Financial Advisory Group, LLC History Reduced 15,179 1,116 0.1% 0.11% 741 -2,650 -14.86% Q4 2025 Feb 12, 2026
Root Financial Partners, LLC History Reduced 15,148 1,114 0.06% 0.07% 742 -1,213 -7.41% Q4 2025 Feb 10, 2026
KEB ASSET MANAGEMENT, LLC History New 15,124 1,112 0.23% — 745 +15,124 New Q4 2025 Jan 09, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Reduced 15,120 1,112 0.2% 0.24% 743 -2,965 -16.39% Q4 2025 Feb 17, 2026
SHEETS SMITH WEALTH MANAGEMENT History Reduced 15,122 1,112 0.12% 0.12% 744 -50 -0.33% Q4 2025 Jan 20, 2026
ArborFi Advisors, LLC History Reduced 15,081 1,109 0.9% 0.89% 747 -318 -2.07% Q4 2025 Jan 29, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 15,088 1,109 0.02% 0.02% 746 -87 -0.57% Q4 2025 Feb 06, 2026
Dynamic Advisor Solutions LLC History Added to 15,068 1,108 0.04% 0.03% 748 +628 4.35% Q4 2025 Jan 09, 2026
SIGNATUREFD, LLC History Added to 14,982 1,102 0.02% 0.02% 749 +613 4.27% Q4 2025 Jan 20, 2026
Life Planning Partners, Inc History Reduced 14,974 1,101 0.84% 0.79% 750 -274 -1.8% Q4 2025 Jan 16, 2026
Trevian Wealth Management LLC History Reduced 14,913 1,097 0.52% 0.57% 751 -36 -0.24% Q4 2025 Feb 05, 2026
Excelsior Advisor Network LLC History New 14,909 1,096 0.53% — 752 +14,909 New Q4 2025 Feb 13, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 14,854 1,092 0.02% 0.02% 753 +3,044 25.77% Q4 2025 Jan 16, 2026
Bill Few Associates, Inc. History Added to 14,850 1,092 0.27% 0.24% 754 +1,898 14.65% Q4 2025 Jan 12, 2026
Smith & Howard Wealth Management, LLC History Reduced 14,810 1,089 0.24% 0.25% 755 -625 -4.05% Q4 2025 Feb 03, 2026
Farmers & Merchants Trust Co of Long Beach History No change 14,714 1,082 0.25% 0.22% 756 0 0.0% Q4 2025 Jan 29, 2026
Procyon Advisors, LLC History Reduced 14,698 1,081 0.05% 0.06% 757 -79 -0.53% Q4 2025 Jan 07, 2026
HUB Investment Partners, LLC History Added to 14,603 1,074 0.03% 0.03% 758 +675 4.85% Q4 2025 Feb 17, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History Reduced 14,570 1,071 0.87% 1.0% 759 -5,000 -25.55% Q4 2025 Jan 29, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Added to 14,484 1,065 0.01% 0.01% 760 +4,824 49.94% Q4 2025 Feb 13, 2026
Valeo Financial Advisors, LLC History Added to 14,445 1,062 0.02% 0.02% 761 +120 0.84% Q4 2025 Feb 04, 2026
OneAscent Financial Services LLC History New 14,301 1,051 0.1% — 762 +14,301 New Q4 2025 Feb 11, 2026
Davis Capital Management History Added to 14,247 1,048 0.72% 0.7% 763 +164 1.16% Q4 2025 Jan 28, 2026
Private Wealth Asset Management, LLC History No change 14,255 1,048 0.11% 0.12% 764 0 0.0% Q4 2025 Feb 10, 2026
DUTCH ASSET Corp History New 14,210 1,045 0.8% — 765 +14,210 New Q4 2025 Mar 11, 2026
Wealth Architects, LLC History Reduced 14,186 1,043 0.09% 0.1% 766 -117 -0.82% Q4 2025 Feb 17, 2026
One Degree Advisors Inc History Reduced 14,160 1,041 0.29% 0.33% 767 -742 -4.98% Q4 2025 Feb 06, 2026
CHOREO, LLC History Added to 14,068 1,039 0.01% 0.01% 768 +30 0.21% Q4 2025 Jan 23, 2026
Asset Dedication, LLC History Reduced 14,108 1,037 0.07% 0.09% 769 -3,749 -20.99% Q4 2025 Jan 26, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 14,056 1,033 0.76% 0.76% 770 -429 -2.96% Q4 2025 Feb 12, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History Reduced 13,955 1,026 0.06% 0.06% 771 -65 -0.46% Q4 2025 Feb 13, 2026
Waterloo Capital, L.P. History Added to 13,945 1,025 0.07% 0.04% 772 +6,127 78.37% Q4 2025 Feb 10, 2026
FIRST MANHATTAN CO. LLC. History Added to 13,885 1,021 0.0% 0.0% 773 +103 0.75% Q4 2025 Feb 17, 2026
Chemistry Wealth Management LLC History No change 13,848 1,018 0.19% 0.19% 774 0 0.0% Q4 2025 Jan 06, 2026
Manske Wealth Management History No change 13,849 1,018 0.3% 0.3% 775 0 0.0% Q4 2025 Feb 03, 2026
Coppell Advisory Solutions LLC History Added to 13,619 1,006 0.1% 0.09% 776 +1,033 8.21% Q4 2025 Feb 17, 2026
Noble Family Wealth, LLC History Added to 13,475 991 0.21% 0.21% 777 +148 1.11% Q4 2025 Jan 07, 2026
Skyline Advisors, Inc. History Added to 13,412 986 0.33% 0.33% 778 +4 0.03% Q4 2025 Jan 12, 2026
Quadrature Capital Ltd History New 13,381 984 0.01% — 779 +13,381 New Q4 2025 Feb 17, 2026
Quadrant Private Wealth Management, LLC History Added to 13,386 984 0.16% 0.12% 780 +4,048 43.35% Q4 2025 Jan 26, 2026
Vestmark Advisory Solutions, Inc. History Added to 13,329 980 0.01% 0.01% 782 +7,794 140.81% Q4 2025 Feb 06, 2026
Summit Financial Strategies, Inc. History No change 13,334 980 0.08% 0.08% 781 0 0.0% Q4 2025 Jan 27, 2026
Insight Advisors, LLC/ PA History Added to 13,255 975 0.15% 0.14% 783 +145 1.11% Q4 2025 Feb 11, 2026
McClarren Financial Advisors, Inc. History Reduced 1,667 954 0.57% 0.53% 784 -10,177 -85.93% Q4 2025 Jan 13, 2026
BCR Wealth Strategies, LLC History New 12,924 950 0.32% — 785 +12,924 New Q4 2025 Jan 23, 2026
IFG Advisory, LLC History Added to 12,879 947 0.04% 0.04% 786 +1,038 8.77% Q4 2025 Feb 10, 2026
HARRELL INVESTMENT PARTNERS, LLC History Added to 12,740 937 0.22% 0.21% 787 +198 1.58% Q4 2025 Jan 15, 2026
Richard C. Young & CO., LTD. History Added to 12,730 936 0.08% 0.08% 788 +196 1.56% Q4 2025 Jan 29, 2026
Zhang Financial LLC History Added to 12,701 934 0.03% 0.04% 789 +13 0.1% Q4 2025 Feb 10, 2026
Neuberger Berman Group LLC History Reduced 12,586 925 0.0% 0.0% 790 -70,231 -84.8% Q4 2025 Feb 13, 2026
WCG Wealth Advisors LLC History New 12,552 923 0.03% — 791 +12,552 New Q4 2025 Feb 10, 2026
Proficio Capital Partners LLC History Added to 12,521 921 0.06% 0.03% 792 +6,121 95.64% Q4 2025 Feb 12, 2026
QUATTRO FINANCIAL ADVISORS LLC History New 12,500 919 0.27% — 793 +12,500 New Q4 2025 Jan 26, 2026
Ameritas Advisory Services, LLC History Added to 12,494 919 0.03% 0.03% 794 +6,129 96.29% Q4 2025 Feb 04, 2026
Glaxis Capital Management, LLC History Added to 6,380 914 1.56% 1.48% 795 +141 2.26% Q4 2025 Feb 12, 2026
Sound View Wealth Advisors Group, LLC History Reduced 12,361 909 0.06% 0.07% 797 -1,691 -12.03% Q4 2025 Jan 08, 2026
Probity Advisors, Inc. History Reduced 12,362 909 0.15% 0.15% 796 -349 -2.75% Q4 2025 Jan 27, 2026
SHP Wealth Management History New 12,301 905 0.07% — 798 +12,301 New Q4 2025 Mar 04, 2026
Farrell Financial LLC History Added to 12,229 899 0.53% 0.53% 799 +290 2.43% Q4 2025 Jan 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 12,051 886 0.01% 0.01% 800 +4,574 61.17% Q4 2025 Jan 28, 2026