VANGUARD WORLD FUND - VFH

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 19 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.
Rows: 0
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 23,568,647 3,146,178 0.23% 0.21% 1 +131,154 0.56% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 3,604,287 481,136 0.03% 0.03% 2 +35,705 1.0% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 1,811,174 241,773 0.04% 0.04% 3 +27,036 1.52% Q4 2025 Feb 13, 2026
UBS Group AG History Reduced 1,729,856 230,918 0.04% 0.04% 4 -27,354 -1.56% Q4 2025 Jan 29, 2026
PGIM Custom Harvest LLC History Added to 1,506,042 201,041 2.97% 2.8% 5 +89,344 6.31% Q4 2025 Feb 17, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,236,644 165,079 0.05% 0.05% 6 +73,925 6.36% Q4 2025 Feb 18, 2026
LPL Financial LLC History Added to 991,496 132,354 0.04% 0.04% 7 +20,587 2.12% Q4 2025 Feb 11, 2026
FMR LLC History Reduced 968,596 129,297 0.01% 0.01% 8 -11,365 -1.16% Q4 2025 Feb 17, 2026
AMERIPRISE FINANCIAL INC History Added to 956,331 127,661 0.03% 0.03% 9 +106,060 12.47% Q4 2025 Feb 17, 2026
Beacon Capital Management, Inc. History Reduced 792,581 105,801 5.66% 5.54% 10 -91,995 -10.4% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 563,397 75,207 0.02% 0.02% 11 -48,021 -7.85% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 530,259 70,784 0.01% — 12 +530,259 New Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Reduced 473,735 63,239 0.0% 0.0% 13 -54,632 -10.34% Q4 2025 Feb 11, 2026
STIFEL FINANCIAL CORP History Reduced 469,787 62,712 0.06% 0.06% 14 -8,142 -1.7% Q4 2025 Feb 13, 2026
Align Financial, LLC History New 61,138 61,138 0.04% — 15 +61,138 New Q4 2025 Feb 17, 2026
Cetera Investment Advisers History Added to 449,425 59,993 0.07% 0.07% 16 +4,827 1.09% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Reduced 368,508 49,192 0.03% 0.04% 17 -45,916 -11.08% Q4 2025 Feb 10, 2026
OSAIC HOLDINGS, INC. History Reduced 323,794 43,254 0.06% 0.06% 18 -5,745 -1.74% Q4 2025 Feb 17, 2026
Lido Advisors, LLC History Added to 320,865 42,405 0.13% 0.12% 19 +26,367 8.95% Q4 2025 Feb 10, 2026
M&T BANK CORP History Reduced 270,833 36,153 0.12% 0.12% 20 -2,949 -1.08% Q4 2025 Jan 30, 2026
Rockefeller Capital Management L.P. History Added to 248,651 33,192 0.06% 0.06% 21 +20,766 9.11% Q4 2025 Mar 16, 2026
Pinnacle Financial Partners, Inc. History New 215,280 28,755 0.22% — 22 +215,280 New Q4 2025 Feb 18, 2026
TIFF ADVISORY SERVICES, LLC History No change 213,451 28,493 4.9% 5.83% 23 0 0.0% Q4 2025 Feb 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 208,881 27,883 0.02% 0.02% 24 -6,631 -3.08% Q4 2025 Feb 06, 2026
Corient Private Wealth LLC History Added to 208,468 27,828 0.04% 0.03% 25 +63,117 43.42% Q4 2025 Mar 09, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 203,114 27,113 0.87% 0.86% 26 -1,167 -0.57% Q4 2025 Feb 13, 2026
TD Waterhouse Canada Inc. History Added to 200,562 26,767 0.17% 0.16% 27 +7,640 3.96% Q4 2025 Jan 27, 2026
Ameritas Advisory Services, LLC History Added to 175,274 23,397 0.87% 0.03% 28 +171,906 5104.1% Q4 2025 Feb 04, 2026
Mariner, LLC History Added to 174,694 23,319 0.03% 0.03% 29 +16,174 10.2% Q4 2025 Feb 13, 2026
MML INVESTORS SERVICES, LLC History Added to 168,465 22,488 0.05% 0.06% 30 +11,179 7.11% Q4 2025 Feb 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 155,903 20,811 0.03% 0.04% 31 -33,489 -17.68% Q4 2025 Feb 18, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 148,753 19,856 0.03% 0.03% 32 -15,457 -9.41% Q4 2025 Feb 12, 2026
Cedar Mountain Advisors, LLC History Added to 146,030 19,493 3.76% 3.68% 33 +1,836 1.27% Q4 2025 Feb 11, 2026
Janney Montgomery Scott LLC History Added to 141,800 18,929 0.04% 0.04% 34 +4,049 2.94% Q4 2025 Feb 11, 2026
TRUST CO OF OKLAHOMA History Added to 141,032 18,826 5.49% 5.41% 35 +1,721 1.24% Q4 2025 Jan 14, 2026
THEORY FINANCIAL LLC History Reduced 143,424 18,788 6.33% 6.66% 36 -3,627 -2.47% Q4 2025 Feb 10, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Reduced 138,679 18,512 0.26% 0.28% 37 -1,033 -0.74% Q4 2025 Feb 17, 2026
CMH Wealth Management LLC History Added to 132,169 17,643 3.78% 3.69% 38 +211 0.16% Q4 2025 Jan 13, 2026
HighTower Advisors, LLC History Reduced 131,515 17,555 0.02% 0.02% 39 -5,960 -4.34% Q4 2025 Feb 06, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 129,787 17,325 0.03% 0.03% 40 +1,480 1.15% Q4 2025 Feb 17, 2026
Ayalon Insurance Comp Ltd. History No change 128,081 17,098 4.15% 4.25% 41 0 0.0% Q4 2025 Jan 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History New 126,162 16,841 0.03% — 42 +126,162 New Q4 2025 Feb 05, 2026
Focus Partners Wealth History Added to 118,590 15,827 0.02% 0.0% 43 +109,035 1141.13% Q4 2025 Feb 13, 2026
Sanctuary Advisors, LLC History Reduced 117,970 15,747 0.09% 0.16% 44 -105,952 -47.32% Q4 2025 Jan 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 113,114 15,587 0.02% 0.02% 45 +7,485 7.09% Q4 2025 Jan 08, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 112,932 15,075 0.39% 0.39% 46 -2,596 -2.25% Q4 2025 Jan 07, 2026
SEARCY FINANCIAL SERVICES INC /ADV History Added to 111,389 14,869 5.51% 5.53% 47 +511 0.46% Q4 2025 Jan 22, 2026
WBH ADVISORY INC History Reduced 109,156 14,571 1.08% 1.11% 48 -1,247 -1.13% Q4 2025 Jan 26, 2026
Winthrop Capital Management, LLC History Reduced 104,442 13,942 3.25% 3.35% 49 -1,251 -1.18% Q4 2025 Feb 10, 2026
Marmo Financial Group, LLC History Added to 102,796 13,722 6.49% 6.52% 50 +230 0.22% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Reduced 100,447 13,408 0.0% 0.0% 51 -16,180 -13.87% Q4 2025 Mar 25, 2026
TRUIST FINANCIAL CORP History Reduced 97,980 13,079 0.02% 0.02% 52 -2,420 -2.41% Q4 2025 Feb 02, 2026
Allen Investment Management, LLC History No change 95,861 12,796 0.14% 0.14% 53 0 0.0% Q4 2025 Feb 10, 2026
Cresset Asset Management, LLC History Added to 95,468 12,743 0.05% 0.05% 54 +5,672 6.32% Q4 2025 Feb 17, 2026
FIFTH THIRD BANCORP History Reduced 91,204 12,174 0.04% 0.04% 55 -452 -0.49% Q4 2025 Feb 02, 2026
CALTON & ASSOCIATES, INC. History Reduced 88,282 11,784 1.73% 1.76% 56 -1,138 -1.27% Q4 2025 Feb 10, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 86,113 11,495 0.03% 0.03% 57 -1,389 -1.59% Q4 2025 Feb 05, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 84,071 11,222 0.01% 0.01% 58 +21,818 35.05% Q4 2025 Feb 17, 2026
Estate Counselors, LLC History Added to 82,403 10,999 0.92% 0.57% 59 +31,423 61.64% Q4 2025 Feb 02, 2026
TUDOR INVESTMENT CORP ET AL History New 81,340 10,858 0.02% — 60 +81,340 New Q4 2025 Feb 17, 2026
Wheelhouse Advisory Group LLC History Added to 80,676 10,851 4.13% 4.24% 61 +5,642 7.52% Q4 2025 Jan 29, 2026
CHAI TRUST CO LLC History Added to 78,063 10,420 0.9% 0.67% 62 +621 0.8% Q4 2025 Feb 17, 2026
Hamilton Wealth, LLC History Added to 76,902 10,265 1.95% 2.04% 63 +2,446 3.29% Q4 2025 Feb 19, 2026
Creative Planning History Reduced 75,775 10,115 0.01% 0.01% 64 -4,100 -5.13% Q4 2025 Feb 17, 2026
Cavalier Investments, LLC History Added to 73,154 9,765 0.5% 0.57% 65 +2,242 3.16% Q4 2025 Feb 13, 2026
AlphaCore Capital LLC History Reduced 67,734 9,041 0.2% 0.3% 66 -374 -0.55% Q4 2025 Feb 05, 2026
Robertson Stephens Wealth Management, LLC History Added to 65,790 8,782 0.23% 0.24% 67 +5,839 9.74% Q4 2025 Feb 02, 2026
Madison Asset Management, LLC History Added to 65,237 8,708 0.1% 0.09% 68 +3,029 4.87% Q4 2025 Feb 04, 2026
ATLAS CAPITAL ADVISORS INC. History New 64,344 8,589 0.96% — 69 +64,344 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 61,796 8,249 0.0% 0.0% 70 -6,889 -10.03% Q4 2025 Feb 17, 2026
LCM Capital Management Inc History Reduced 61,232 8,173 3.95% 3.86% 71 -150 -0.24% Q4 2025 Jan 29, 2026
HANCOCK WHITNEY CORP History Reduced 58,723 7,838 0.14% 0.14% 72 -438 -0.74% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 58,085 7,753 0.04% 0.04% 73 -4,537 -7.25% Q4 2025 Feb 17, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 56,494 7,541 1.7% 1.76% 74 -564 -0.99% Q4 2025 Jan 12, 2026
Federation des caisses Desjardins du Quebec History Reduced 54,209 7,235 0.03% 0.03% 75 -1,155 -2.09% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History Added to 53,640 7,160 0.03% 0.03% 76 +223 0.42% Q4 2025 Feb 13, 2026
IEQ CAPITAL, LLC History Added to 53,560 7,149 0.02% 0.02% 77 +43 0.08% Q4 2025 Feb 13, 2026
Annex Advisory Services, LLC History New 52,715 7,036 0.13% — 78 +52,715 New Q4 2025 Jan 26, 2026
Richmond Brothers, Inc. History Reduced 51,883 6,926 4.41% 4.68% 79 -4,632 -8.2% Q4 2025 Feb 12, 2026
Curran Financial Partners, LLC History Reduced 51,841 6,920 1.31% 1.35% 80 -217 -0.42% Q4 2025 Jan 22, 2026
GAMCO INVESTORS, INC. ET AL History Reduced 51,591 6,886 0.07% 0.07% 81 -713 -1.36% Q4 2025 Feb 05, 2026
Main Management LLC History Added to 50,726 6,771 0.49% 0.36% 82 +13,756 37.21% Q4 2025 Feb 10, 2026
Gibraltar Capital Management, Inc. History No change 50,190 6,699 1.14% 1.18% 83 0 0.0% Q4 2025 Feb 02, 2026
AE Wealth Management LLC History Added to 49,349 6,587 0.04% 0.04% 84 +3,905 8.59% Q4 2025 Jan 26, 2026
Frank, Rimerman Advisors LLC History Added to 49,176 6,564 0.42% 0.4% 85 +1,882 3.98% Q4 2025 Jan 15, 2026
Financial Freedom, LLC History Reduced 48,719 6,503 3.23% 3.33% 86 -2,281 -4.47% Q4 2025 Feb 17, 2026
Summit Financial, LLC History Reduced 48,217 6,436 0.09% 0.1% 87 -3,586 -6.92% Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 46,897 6,260 0.05% 0.04% 88 +8,332 21.61% Q4 2025 Jan 14, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 46,179 6,164 0.05% 0.05% 89 +2,593 5.95% Q4 2025 Feb 13, 2026
SOL Capital Management CO History Reduced 45,665 6,096 0.55% 0.54% 90 -150 -0.33% Q4 2025 Jan 30, 2026
Merit Financial Group, LLC History Added to 45,533 6,078 0.05% 0.05% 91 +346 0.77% Q4 2025 Jan 26, 2026
BTG Pactual Asset Management US LLC History Added to 47,692 6,071 0.59% 0.27% 92 +1,613 3.5% Q4 2025 Feb 17, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 45,192 6,032 1.86% 1.84% 93 +1,610 3.69% Q4 2025 Feb 12, 2026
COMERICA BANK History Added to 44,972 6,003 0.02% 0.02% 94 +845 1.91% Q4 2025 Jan 29, 2026
NATIXIS ADVISORS, LLC History Reduced 44,623 5,957 0.01% 0.01% 95 -88 -0.2% Q4 2025 Feb 10, 2026
BANK OF MONTREAL /CAN/ History Added to 43,373 5,789 0.0% 0.0% 96 +2,924 7.23% Q4 2025 Feb 12, 2026
Wall Street Financial Group, Inc. History Added to 42,873 5,725 4.17% 4.12% 97 +129 0.3% Q4 2025 Jan 16, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Added to 42,847 5,719 0.07% 0.07% 98 +58 0.14% Q4 2025 Jan 22, 2026
Integrated Wealth Concepts LLC History Reduced 42,443 5,665 0.07% 0.06% 99 -6,719 -13.67% Q4 2025 Feb 13, 2026
Cascade Financial Partners, LLC History Added to 40,949 5,466 0.55% 0.52% 100 +6,638 19.35% Q4 2025 Feb 06, 2026
Clear Creek Financial Management, LLC History Added to 39,434 5,264 0.43% 0.38% 101 +5,943 17.75% Q4 2025 Jan 23, 2026
LMG Wealth Partners, LLC History Reduced 39,412 5,261 0.98% 0.99% 102 -1,215 -2.99% Q4 2025 Feb 02, 2026
Elm Partners Management LLC History Added to 37,784 5,043 0.23% 0.14% 103 +16,959 81.44% Q4 2025 Feb 10, 2026
ESG Planning DBA Harper Investing History Added to 37,699 5,032 2.17% 2.09% 104 +4,331 12.98% Q4 2025 Feb 04, 2026
Pathstone Holdings, LLC History New 36,769 4,908 0.02% — 105 +36,769 New Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 36,762 4,907 0.06% 0.08% 106 +706 1.96% Q4 2025 Jan 29, 2026
NORTHSTAR ASSET MANAGEMENT Co History Added to 36,526 4,875 1.03% 1.02% 107 +145 0.4% Q4 2025 Jan 27, 2026
Argentarii, LLC History Added to 36,040 4,810 1.57% 1.81% 108 +1,518 4.4% Q4 2025 Jan 13, 2026
Silver Coast Investments LLC History Added to 34,882 4,656 1.6% 1.5% 109 +1,632 4.91% Q4 2025 Jan 27, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History Added to 34,695 4,631 0.06% 0.06% 110 +1,452 4.37% Q4 2025 Feb 10, 2026
Anchor Investment Management, LLC History Added to 34,431 4,596 0.37% 0.37% 111 +838 2.49% Q4 2025 Feb 26, 2026
Quantinno Capital Management LP History Added to 34,113 4,553 0.01% 0.01% 112 +256 0.76% Q4 2025 Feb 17, 2026
Quaker Wealth Management, LLC History Added to 33,849 4,518 1.43% 1.41% 113 +737 2.23% Q4 2025 Jan 28, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History Added to 33,247 4,438 1.39% 1.21% 114 +5,150 18.33% Q4 2025 Feb 10, 2026
North Forty Two & Co. History Reduced 32,797 4,378 4.13% 4.21% 115 -50 -0.15% Q4 2025 Feb 09, 2026
Cerity Partners LLC History Added to 32,531 4,342 0.01% 0.01% 116 +7,907 32.11% Q4 2025 Feb 11, 2026
MAI Capital Management History Added to 32,219 4,300 0.02% 0.03% 117 +353 1.11% Q4 2025 Feb 13, 2026
NewEdge Advisors, LLC History Added to 32,097 4,284 0.02% 0.02% 118 +626 1.99% Q4 2025 Feb 18, 2026
Focus Financial Network, Inc. History Added to 29,849 3,984 0.14% 0.14% 119 +449 1.53% Q4 2025 Jan 12, 2026
Gladstone Institutional Advisory LLC History Added to 29,773 3,974 0.15% 0.15% 120 +905 3.13% Q4 2025 Feb 17, 2026
FIRST FINANCIAL CORP /IN/ History Reduced 29,133 3,888 1.47% 1.52% 121 -360 -1.22% Q4 2025 Jan 13, 2026
Waverly Advisors, LLC History Added to 29,097 3,884 0.03% 0.04% 122 +1,890 6.95% Q4 2025 Feb 17, 2026
Axiom Financial Strategies, LLC History Added to 28,817 3,846 1.62% 1.59% 123 +715 2.54% Q4 2025 Jan 23, 2026
Advisors Capital Management, LLC History Added to 27,885 3,722 0.04% 0.04% 124 +268 0.97% Q4 2025 Jan 29, 2026
NORTHERN TRUST CORP History Added to 27,823 3,714 0.0% 0.0% 125 +214 0.78% Q4 2025 Feb 17, 2026
OPPENHEIMER & CO INC History Added to 27,774 3,707 0.05% 0.04% 126 +664 2.45% Q4 2025 Feb 02, 2026
RCW Management, LLC History New 27,735 3,702 3.74% — 127 +27,735 New Q4 2025 Jan 30, 2026
PARK NATIONAL CORP /OH/ History Reduced 27,500 3,670 0.11% 0.14% 128 -6,155 -18.29% Q4 2025 Jan 05, 2026
Tranquilli Financial Advisor LLC History Reduced 27,355 3,651 2.12% 2.19% 129 -872 -3.09% Q4 2025 Jan 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 27,348 3,650 0.05% 0.04% 130 +2,791 11.37% Q4 2025 Jan 29, 2026
City State Bank History Added to 26,985 3,602 0.99% 1.02% 131 +46 0.17% Q4 2025 Jan 28, 2026
Quantitative Investment Management, LLC History New 26,703 3,564 0.35% — 132 +26,703 New Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 26,222 3,500 0.0% 0.0% 133 -12,763 -32.74% Q4 2025 Feb 17, 2026
Allworth Financial LP History New 26,001 3,470 0.01% — 134 +26,001 New Q4 2025 Feb 05, 2026
Advisory Services Network, LLC History Reduced 25,704 3,431 0.05% 0.05% 135 -863 -3.25% Q4 2025 Feb 17, 2026
BOKF, NA History Reduced 25,685 3,428 0.05% 0.05% 136 -70 -0.27% Q4 2025 Feb 03, 2026
Tandem Wealth Advisors LLC History Added to 27,363 3,421 1.53% 1.58% 137 +2,043 8.07% Q4 2025 Feb 12, 2026
IHT Wealth Management, LLC History Reduced 25,475 3,392 0.08% 0.08% 138 -147 -0.57% Q4 2025 Feb 17, 2026
Atria Investments, Inc History Reduced 24,623 3,286 0.04% 0.04% 139 -1,151 -4.47% Q4 2025 Feb 05, 2026
D.A. DAVIDSON & CO. History Added to 23,832 3,181 0.02% 0.02% 140 +1,936 8.84% Q4 2025 Jan 29, 2026
Trinity Legacy Partners, LLC History Added to 23,802 3,177 0.73% 0.69% 141 +257 1.09% Q4 2025 Jan 26, 2026
Joule Financial, LLC History Reduced 23,505 3,137 0.94% 0.98% 142 -1,553 -6.2% Q4 2025 Jan 20, 2026
Sharper & Granite LLC History Added to 23,472 3,133 1.1% 1.03% 143 +1,459 6.63% Q4 2025 Jan 27, 2026
ASSETMARK, INC History Added to 22,768 3,039 0.01% 0.01% 144 +2,308 11.28% Q4 2025 Jan 23, 2026
Snowden Capital Advisors LLC History Added to 22,756 3,037 0.08% 0.08% 145 +46 0.2% Q4 2025 Feb 17, 2026
NorthCrest Asset Manangement, LLC History Added to 21,968 3,009 0.07% 0.07% 146 +300 1.38% Q4 2025 Jan 08, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History New 22,538 3,008 0.14% — 147 +22,538 New Q4 2025 Feb 13, 2026
Praetorian Wealth Management, Inc. History Reduced 22,403 2,990 0.59% 0.61% 148 -106 -0.47% Q4 2025 Jan 14, 2026
O'ROURKE & COMPANY, Inc History Added to 22,087 2,948 1.15% 1.2% 149 +155 0.71% Q4 2025 Jan 28, 2026
U.S. Capital Wealth Advisors, LLC History Added to 21,683 2,894 0.08% 0.06% 150 +3,850 21.59% Q4 2025 Jan 23, 2026
NOVARE CAPITAL MANAGEMENT LLC History Reduced 21,664 2,891 0.22% 0.22% 151 -593 -2.66% Q4 2025 Feb 05, 2026
Tower Research Capital LLC (TRC) History Added to 21,550 2,876 0.07% 0.05% 152 +7,200 50.17% Q4 2025 Feb 17, 2026
CITIGROUP INC History Added to 21,465 2,865 0.0% 0.0% 153 +1,305 6.47% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Added to 20,925 2,793 0.02% 0.0% 154 +16,197 342.58% Q4 2025 Feb 17, 2026
EARNED WEALTH ADVISORS, LLC History Added to 20,903 2,790 0.9% 0.04% 155 +19,064 1036.65% Q4 2025 Jan 27, 2026
World Investment Advisors History Added to 20,613 2,751 0.04% 0.03% 156 +8,953 76.78% Q4 2025 Mar 12, 2026
Equitable Holdings, Inc. History Reduced 20,475 2,733 0.02% 0.03% 157 -7,031 -25.56% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 20,463 2,731 0.0% — 158 +20,463 New Q4 2025 Feb 13, 2026
Horizon Family Wealth, Inc. History Added to 20,074 2,679 1.43% 1.5% 159 +184 0.93% Q4 2025 Feb 09, 2026
Royal Fund Management, LLC History Added to 19,002 2,544 0.23% 0.25% 160 +3,106 19.54% Q4 2025 Jan 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 19,026 2,539 0.01% 0.01% 161 +593 3.22% Q4 2025 Feb 11, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 18,943 2,528 0.17% 0.19% 162 -2,653 -12.28% Q4 2025 Jan 23, 2026
Beacon Pointe Advisors, LLC History Reduced 18,766 2,505 0.02% 0.02% 163 -389 -2.03% Q4 2025 Feb 18, 2026
MontVue Capital Management, Inc. History No change 18,648 2,489 1.66% 1.64% 164 0 0.0% Q4 2025 Jan 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Added to 18,485 2,467 0.02% 0.02% 165 +1,149 6.63% Q4 2025 Feb 12, 2026
CX Institutional History Added to 18,130 2,420 0.07% 0.0% 166 +17,831 5963.55% Q4 2025 Feb 02, 2026
Essex Financial Services, Inc. History Added to 17,788 2,374 0.14% 0.14% 167 +58 0.33% Q4 2025 Feb 10, 2026
Cornerstone Wealth Management, LLC History Added to 17,532 2,340 0.12% 0.06% 168 +8,878 102.59% Q4 2025 Feb 05, 2026
TRANSCEND CAPITAL ADVISORS, LLC History Reduced 17,141 2,288 0.18% 0.17% 169 -795 -4.43% Q4 2025 Jan 23, 2026
Avion Wealth History Reduced 17,088 2,281 0.48% 0.49% 170 -215 -1.24% Q4 2025 Jan 23, 2026
BlackRock, Inc. History Added to 16,750 2,236 0.0% 0.0% 171 +4,601 37.87% Q4 2025 Feb 12, 2026
Raab & Moskowitz Asset Management LLC History Reduced 16,711 2,230 0.49% 0.5% 172 -168 -1.0% Q4 2025 Jan 20, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 16,568 2,211 0.0% 0.0% 173 +3,687 28.62% Q4 2025 Feb 17, 2026
Terra Nova Asset Management LLC History Added to 16,454 2,196 1.45% 1.34% 174 +227 1.4% Q4 2025 Jan 14, 2026
Investor's Fiduciary Advisor Network, LLC History Reduced 16,220 2,165 0.46% 0.73% 175 -249 -1.51% Q4 2025 Feb 12, 2026
Retireful, LLC History Reduced 15,647 2,104 2.64% 2.1% 176 -904 -5.46% Q4 2025 Jan 15, 2026
KENNICOTT CAPITAL MANAGEMENT LLC History Added to 15,667 2,091 1.01% 0.92% 177 +1,157 7.97% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 15,480 2,066 0.01% 0.01% 178 -199 -1.27% Q4 2025 Feb 17, 2026
Bigelow Investment Advisors, LLC History Added to 15,192 2,027 0.79% 0.76% 179 +886 6.19% Q4 2025 Jan 28, 2026
Aspen Grove Capital, LLC History Added to 14,785 1,973 0.34% 0.32% 180 +75 0.51% Q4 2025 Feb 17, 2026
SCS Capital Management LLC History Reduced 14,613 1,950 0.02% 0.02% 181 -1,774 -10.83% Q4 2025 Feb 10, 2026
JM2 Capital Inc. History New 14,595 1,948 1.57% — 182 +14,595 New Q4 2025 Jan 23, 2026
Steward Partners Investment Advisory, LLC History Added to 14,365 1,917 0.01% 0.01% 183 +694 5.08% Q4 2025 Feb 12, 2026
Novak & Powell Financial Services, Inc. History No change 14,329 1,912 1.0% 0.99% 184 0 0.0% Q4 2025 Feb 10, 2026
Krilogy Financial LLC History Reduced 14,447 1,892 0.06% 0.08% 185 -1,538 -9.62% Q4 2025 Jan 27, 2026
Prospera Financial Services Inc History Added to 13,894 1,854 0.03% 0.03% 186 +1,452 11.67% Q4 2025 Feb 09, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History Reduced 13,853 1,849 0.98% 0.95% 187 -2,860 -17.11% Q4 2025 Feb 12, 2026
J.W. COLE ADVISORS, INC. History Added to 14,514 1,849 0.04% 0.03% 188 +963 7.11% Q4 2025 Feb 11, 2026
Evanson Asset Management, LLC History Added to 13,787 1,840 0.1% 0.1% 189 +142 1.04% Q4 2025 Jan 12, 2026
Orion Porfolio Solutions, LLC History Reduced 13,765 1,837 0.01% 0.02% 190 -2,414 -14.92% Q4 2025 Feb 12, 2026
Parallel Advisors, LLC History Added to 13,490 1,800 0.03% 0.03% 191 +284 2.15% Q4 2025 Feb 11, 2026
Hershey Financial Advisers, LLC History Reduced 13,443 1,794 1.52% 1.57% 192 -484 -3.48% Q4 2025 Feb 18, 2026
Bank of New York Mellon Corp History Added to 13,422 1,791 0.0% 0.0% 193 +7,706 134.81% Q4 2025 Feb 10, 2026
CENTAURUS FINANCIAL, INC. History Reduced 13,184 1,760 0.08% 0.08% 194 -212 -1.58% Q4 2025 Feb 13, 2026
Bank of Marin History Reduced 13,173 1,758 1.21% 1.24% 195 -207 -1.55% Q4 2025 Feb 17, 2026
FIDUCIARY TRUST CO History Reduced 13,108 1,749 0.02% 0.02% 196 -702 -5.08% Q4 2025 Feb 13, 2026
Live Oak Investment Partners History New 12,957 1,729 1.06% — 197 +12,957 New Q4 2025 Jan 29, 2026
Gotham Asset Management, LLC History No change 12,609 1,683 0.01% 0.01% 198 0 0.0% Q4 2025 Feb 17, 2026
RBA Wealth Management, LLC History Added to 12,475 1,665 0.56% 0.56% 199 +65 0.52% Q4 2025 Jan 26, 2026
Institute for Wealth Management, LLC. History Added to 12,369 1,651 0.17% 0.16% 200 +545 4.61% Q4 2025 Jan 27, 2026
Disciplined Investors, L.L.C. History Reduced 12,352 1,648 1.08% 1.2% 201 -538 -4.17% Q4 2025 Feb 10, 2026
Magnus Financial Group LLC History Reduced 12,342 1,647 0.13% 0.13% 202 -99 -0.8% Q4 2025 Jan 07, 2026
Qube Research & Technologies Ltd History Added to 12,283 1,639 0.0% 0.0% 203 +8,771 249.74% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History New 12,256 1,636 0.0% — 204 +12,256 New Q4 2025 Feb 17, 2026
Manchester Capital Management LLC History Reduced 12,162 1,623 0.22% 0.22% 205 -6 -0.05% Q4 2025 Feb 11, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 11,985 1,599 0.03% 0.03% 206 -91 -0.75% Q4 2025 Feb 06, 2026
Private Wealth Advisors, LLC History Reduced 11,956 1,596 0.51% 0.53% 207 -121 -1.0% Q4 2025 Feb 06, 2026
Idaho Trust Co History Reduced 11,928 1,592 0.53% 0.63% 208 -2,273 -16.01% Q4 2025 Feb 05, 2026
Evolution Wealth Advisors, LLC History Added to 11,889 1,587 0.16% 0.21% 209 +1 0.01% Q4 2025 Jan 12, 2026
Cladis Investment Advisory, LLC History Reduced 11,855 1,582 0.87% 0.89% 210 -34 -0.29% Q4 2025 Feb 13, 2026
Wealthcare Capital Partners, LLC History Added to 11,841 1,580 0.74% 0.71% 211 +51 0.43% Q4 2025 Jan 14, 2026
One Charles Private Wealth Services, LLC History Reduced 11,818 1,577 0.41% 0.44% 212 -1,034 -8.05% Q4 2025 Feb 06, 2026
Baird Financial Group, Inc. History Reduced 11,589 1,547 0.0% 0.0% 213 -1,113 -8.76% Q4 2025 Feb 13, 2026
Keebeck Wealth Management History No change 11,465 1,530 0.18% 0.18% 214 0 0.0% Q4 2025 Feb 17, 2026
HB Wealth Management, LLC History Added to 11,157 1,489 0.01% 0.01% 215 +799 7.71% Q4 2025 Jan 28, 2026
&PARTNERS History Added to 11,087 1,479 0.01% 0.01% 216 +1,623 17.15% Q4 2025 Feb 17, 2026
Nova Wealth Management, Inc. History Reduced 10,989 1,466 1.0% 1.06% 217 -502 -4.37% Q4 2025 Jan 14, 2026
INGALLS & SNYDER LLC History Added to 10,839 1,447 0.05% 0.05% 218 +225 2.12% Q4 2025 Feb 13, 2026
GoalVest Advisory LLC History Reduced 10,836 1,446 0.28% 0.36% 219 -1,974 -15.41% Q4 2025 Jan 05, 2026
HUNTINGTON NATIONAL BANK History Added to 10,794 1,440 0.01% 0.01% 220 +216 2.04% Q4 2025 Feb 09, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 10,741 1,433 0.03% 0.04% 221 -2,987 -21.76% Q4 2025 Feb 05, 2026
CHOREO, LLC History Reduced 10,499 1,412 0.02% 0.02% 222 -309 -2.86% Q4 2025 Jan 23, 2026
GLENMEDE TRUST CO NA History New 10,562 1,409 0.01% — 223 +10,562 New Q4 2025 Feb 17, 2026
Odyssey Capital Advisors, Inc. History New 10,486 1,399 1.24% — 224 +10,486 New Q4 2025 Feb 05, 2026
17 CAPITAL PARTNERS, LLC History Added to 10,206 1,362 0.7% 0.7% 225 +431 4.41% Q4 2025 Feb 13, 2026
Stratos Wealth Advisors, LLC History Reduced 10,107 1,349 0.07% 0.06% 226 -133 -1.3% Q4 2025 Jan 20, 2026
CreativeOne Wealth, LLC History Added to 9,966 1,330 0.03% 0.03% 227 +106 1.08% Q4 2025 Feb 13, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 9,830 1,312 0.02% 0.02% 228 +310 3.26% Q4 2025 Feb 12, 2026
Wealth Management Associates, Inc. History Added to 9,781 1,305 0.45% 0.45% 229 +65 0.67% Q4 2025 Jan 20, 2026
Fischer Financial Services, Inc. History Reduced 9,758 1,302 0.34% 0.36% 230 -370 -3.65% Q4 2025 Feb 06, 2026
WEALTH ALLIANCE, LLC History Added to 9,740 1,300 0.13% 0.13% 231 +32 0.33% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 9,728 1,298 0.02% 0.02% 232 -556 -5.41% Q4 2025 Jan 21, 2026
Wealthfront Advisers LLC History Reduced 9,680 1,292 0.0% 0.0% 233 -1,077 -10.01% Q4 2025 Jan 30, 2026
Ipsen Advisor Group LLC History Reduced 9,504 1,268 0.9% 0.93% 234 -378 -3.83% Q4 2025 Feb 11, 2026
Hopwood Financial Services, Inc. History Added to 9,491 1,266 0.89% 0.81% 235 +200 2.15% Q4 2025 Jan 16, 2026
BAILARD, INC. History Reduced 9,411 1,256 0.03% 0.03% 236 -49 -0.52% Q4 2025 Feb 04, 2026
Y-Intercept (Hong Kong) Ltd History New 9,404 1,255 0.03% — 237 +9,404 New Q4 2025 Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 9,372 1,251 0.02% 0.03% 238 -628 -6.28% Q4 2025 Feb 12, 2026
Financial Engines Advisors L.L.C. History Reduced 9,354 1,248 0.0% 0.0% 239 -364 -3.75% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 9,300 1,241 0.0% 0.0% 240 +1,500 19.23% Q4 2025 Feb 12, 2026
Principle Wealth Partners LLC History Reduced 9,266 1,236 0.07% 0.07% 241 -166 -1.76% Q4 2025 Feb 06, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 9,256 1,235 0.02% 0.01% 242 +1,112 13.65% Q4 2025 Jan 30, 2026
Capital Management Associates, Inc History Added to 9,241 1,233 0.27% 0.15% 243 +4,899 112.83% Q4 2025 Jan 21, 2026
GWN SECURITIES INC. History Reduced 9,185 1,226 0.25% 0.28% 244 -4 -0.04% Q4 2025 Feb 11, 2026
Black Diamond Financial, LLC History Added to 9,150 1,221 0.13% 0.05% 245 +6,000 190.48% Q4 2025 Feb 03, 2026
KDK Private Wealth Management, LLC History Reduced 9,056 1,208 1.05% 1.22% 246 -152 -1.65% Q4 2025 Feb 12, 2026
Vivaldi Capital Management LP History Added to 8,843 1,180 0.16% 0.16% 247 +10 0.11% Q4 2025 Feb 13, 2026
CWA Asset Management Group, LLC History No change 8,786 1,172 0.04% 0.04% 248 0 0.0% Q4 2025 Jan 07, 2026
Gryphon Financial Partners LLC History Added to 8,761 1,169 0.13% 0.13% 249 +1 0.01% Q4 2025 Jan 08, 2026
Asset One Wealth Management LLC History New 8,715 1,152 0.16% — 250 +8,715 New Q4 2025 Feb 17, 2026
OpenArc Corporate Advisory, LLC History New 8,563 1,143 0.02% — 251 +8,563 New Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History No change 8,475 1,131 0.0% 0.0% 252 0 0.0% Q4 2025 Feb 05, 2026
Farther Finance Advisors, LLC History Reduced 8,458 1,129 0.01% 0.02% 253 -853 -9.16% Q4 2025 Jan 23, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 8,450 1,127 0.0% 0.0% 255 +2,211 35.44% Q4 2025 Feb 17, 2026
HARBOUR INVESTMENTS, INC. History Reduced 8,444 1,127 0.02% 0.03% 254 -68 -0.8% Q4 2025 Feb 09, 2026
US BANCORP \DE\ History Added to 8,338 1,113 0.0% 0.0% 256 +614 7.95% Q4 2025 Jan 30, 2026
WOODWARD DIVERSIFIED CAPITAL, LLC History Added to 8,343 1,113 0.51% 0.5% 257 +133 1.62% Q4 2025 Jan 14, 2026
Retirement Planning Group, LLC History Added to 8,321 1,110 0.04% 0.03% 258 +679 8.89% Q4 2025 Feb 03, 2026
Western Wealth Management, LLC History Added to 8,259 1,102 0.05% 0.06% 259 +27 0.33% Q4 2025 Feb 05, 2026
Stonebridge Financial Planning Group, LLC History Added to 8,032 1,072 0.39% 0.23% 260 +3,336 71.04% Q4 2025 Feb 05, 2026
Houlihan Financial Resource Group, Ltd. History Added to 7,926 1,047 0.4% 0.49% 261 +3,639 84.88% Q4 2025 Feb 10, 2026
Claris Financial LLC History Added to 7,849 1,047 0.56% 0.58% 262 +1 0.01% Q4 2025 Feb 19, 2026
Valmark Advisers, Inc. History Reduced 7,835 1,045 0.01% 0.01% 263 -102 -1.29% Q4 2025 Jan 26, 2026
EP Wealth Advisors, LLC History New 7,695 1,027 0.01% — 264 +7,695 New Q4 2025 Feb 18, 2026
Yukon Wealth Management, Inc. History Added to 7,764 1,026 0.59% 0.33% 265 +38 0.49% Q4 2025 Feb 10, 2026
Clearstead Advisors, LLC History Added to 7,512 1,002 0.01% 0.01% 266 +8 0.11% Q4 2025 Feb 09, 2026
Ascent Group, LLC History Added to 7,464 996 0.03% 0.03% 267 +67 0.91% Q4 2025 Jan 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 7,455 994 0.01% 0.01% 268 -388 -4.95% Q4 2025 Feb 10, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Added to 7,314 976 0.0% 0.0% 269 +75 1.04% Q4 2025 Feb 11, 2026
BLB&B Advisors, LLC History No change 7,286 972 0.04% 0.04% 270 0 0.0% Q4 2025 Jan 26, 2026
Westside Investment Management, Inc. History No change 7,276 971 0.16% 0.15% 271 0 0.0% Q4 2025 Jan 23, 2026
WP Advisors, LLC History Added to 7,221 963 0.24% 0.24% 272 +34 0.47% Q4 2025 Jan 28, 2026
Community Bank, N.A. History No change 7,200 961 0.11% 0.11% 273 0 0.0% Q4 2025 Feb 04, 2026
Birchcreek Wealth Management, LLC History Added to 7,042 940 0.46% 0.47% 274 +122 1.76% Q4 2025 Jan 16, 2026
White Lighthouse Investment Management Inc. History Added to 7,010 935 0.13% 0.14% 275 +187 2.74% Q4 2025 Feb 09, 2026
MONTAG A & ASSOCIATES INC History Reduced 6,955 928 0.04% 0.04% 276 -82 -1.17% Q4 2025 Feb 02, 2026
Berkeley Capital Partners, LLC History Reduced 6,894 920 0.22% 1.03% 278 -26,215 -79.18% Q4 2025 Feb 05, 2026
BROWN ADVISORY INC History Added to 6,898 920 0.0% 0.0% 277 +234 3.51% Q4 2025 Feb 13, 2026
Marble Harbor Investment Counsel, LLC History No change 6,850 914 0.1% 0.09% 279 0 0.0% Q4 2025 Feb 06, 2026
Valeo Financial Advisors, LLC History Added to 6,846 913 0.02% 0.02% 280 +83 1.23% Q4 2025 Feb 04, 2026
Baker Ellis Asset Management LLC History No change 6,810 909 0.11% 0.11% 281 0 0.0% Q4 2025 Jan 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 6,781 905 0.04% 0.04% 282 +588 9.49% Q4 2025 Jan 21, 2026
Kovack Advisors, Inc. History Added to 6,725 897 0.04% 0.04% 283 +3,831 132.38% Q4 2025 Feb 17, 2026
Wealthspire Retirement, LLC History Added to 6,700 894 0.05% 0.06% 284 +28 0.42% Q4 2025 Feb 18, 2026
Pure Financial Advisors, LLC History Added to 6,696 893 0.16% 0.01% 285 +159 2.43% Q4 2025 Mar 04, 2026
HOWARD WEALTH MANAGEMENT, LLC History Reduced 6,660 889 0.39% 0.41% 286 -87 -1.29% Q4 2025 Jan 29, 2026
Dorsey & Whitney Trust CO LLC History Reduced 6,600 881 0.05% 0.05% 287 -700 -9.59% Q4 2025 Feb 11, 2026
TRUST CO OF VERMONT History Reduced 6,577 877 0.04% 0.04% 288 -100 -1.5% Q4 2025 Jan 16, 2026
First PREMIER Bank History Reduced 6,545 873 0.2% 0.22% 290 -935 -12.5% Q4 2025 Jan 23, 2026
Brookstone Capital Management History Reduced 6,542 873 0.01% 0.01% 289 -176 -2.62% Q4 2025 Jan 15, 2026
BBR PARTNERS, LLC History Reduced 6,530 871 0.05% 0.07% 291 -2,629 -28.7% Q4 2025 Feb 11, 2026
RFG Advisory, LLC History Added to 6,469 863 0.02% 0.0% 292 +4,880 307.11% Q4 2025 Feb 03, 2026
COMMERCE BANK History No change 6,455 861 0.0% 0.0% 293 0 0.0% Q4 2025 Feb 13, 2026
CAHILL FINANCIAL ADVISORS INC History Added to 6,352 847 0.09% 0.09% 294 +109 1.75% Q4 2025 Feb 18, 2026
Premier Path Wealth Partners, LLC History Reduced 6,343 846 0.11% 0.11% 295 -44 -0.69% Q4 2025 Jan 22, 2026
Belpointe Asset Management LLC History Reduced 6,301 841 0.03% 0.03% 296 -157 -2.43% Q4 2025 Jan 27, 2026
DAVENPORT & Co LLC History Reduced 6,269 836 0.0% 0.0% 297 -31 -0.49% Q4 2025 Jan 12, 2026
Avantax Planning Partners, Inc. History Added to 6,256 835 0.02% 0.02% 298 +749 13.6% Q4 2025 Feb 05, 2026
VANGUARD GROUP INC History No change 6,245 833 0.0% 0.0% 299 0 0.0% Q4 2025 Jan 29, 2026
Sigma Planning Corp History Reduced 6,220 830 0.02% 0.03% 300 -668 -9.7% Q4 2025 Jan 30, 2026
Hardy Reed LLC History No change 6,170 823 0.06% 0.06% 301 0 0.0% Q4 2025 Feb 06, 2026
Pinion Investment Advisors, LLC History Reduced 6,130 818 0.2% 0.24% 302 -673 -9.89% Q4 2025 Jan 29, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 6,101 814 0.07% 0.07% 303 0 0.0% Q4 2025 Feb 03, 2026
McGuire Investment Group, LLC History Reduced 6,044 806 0.09% 0.09% 304 -51 -0.84% Q4 2025 Jan 26, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 6,006 801 0.28% 0.28% 305 0 0.0% Q4 2025 Feb 09, 2026
Tudor Financial Inc. History Added to 5,950 794 0.41% 0.37% 306 +578 10.76% Q4 2025 Feb 13, 2026
Jacobs Equity LLC History New 5,923 790 0.76% — 307 +5,923 New Q4 2025 Feb 19, 2026
Checchi Capital Advisers, LLC History Reduced 5,883 785 0.04% 0.05% 308 -989 -14.39% Q4 2025 Jan 27, 2026
HARRELL INVESTMENT PARTNERS, LLC History No change 5,855 781 0.18% 0.18% 309 0 0.0% Q4 2025 Jan 15, 2026
Blackston Financial Advisory Group, LLC History Added to 5,808 775 0.47% 0.44% 311 +220 3.94% Q4 2025 Feb 06, 2026
Matisse Capital History Reduced 5,811 775 0.35% 0.35% 310 -60 -1.02% Q4 2025 Jan 29, 2026
INVICTUS PRIVATE WEALTH, LLC History Reduced 5,714 762 0.05% 0.05% 312 -18 -0.31% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 5,700 760 0.0% 0.0% 313 +3,200 128.0% Q4 2025 Feb 12, 2026
Waldron Private Wealth LLC History Added to 5,662 755 0.03% 0.03% 314 +29 0.51% Q4 2025 Jan 14, 2026
Bogart Wealth, LLC History Reduced 5,617 749 0.03% 0.03% 315 -50 -0.88% Q4 2025 Jan 30, 2026
LIBERTY WEALTH MANAGEMENT LLC History Reduced 5,560 742 0.1% 0.1% 316 -91 -1.61% Q4 2025 Feb 04, 2026
D. E. Shaw & Co., Inc. History New 5,517 736 0.0% — 317 +5,517 New Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 5,476 730 0.0% 0.0% 318 -198 -3.49% Q4 2025 Feb 13, 2026
Caprock Group, LLC History Reduced 5,447 727 0.02% 0.02% 319 -93 -1.68% Q4 2025 Jan 28, 2026
Madden Advisory Services, Inc. History Added to 5,425 724 0.29% 0.11% 320 +3,196 143.38% Q4 2025 Feb 11, 2026
Focused Wealth Management, Inc History Added to 5,378 717 0.07% 0.07% 321 +417 8.41% Q4 2025 Jan 29, 2026
Wealthstar Advisors, LLC History Reduced 5,333 711 0.31% 0.28% 322 -128 -2.34% Q4 2025 Jan 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 5,276 704 0.01% 0.02% 323 -547 -9.39% Q4 2025 Feb 19, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History New 5,235 698 0.02% — 325 +5,235 New Q4 2025 Feb 03, 2026
STEPHENS INC /AR/ History Added to 5,229 698 0.01% 0.01% 324 +208 4.14% Q4 2025 Feb 05, 2026
DAGCO, INC. History Reduced 5,220 696 0.16% 0.19% 326 -496 -8.68% Q4 2025 Jan 08, 2026
Long Island Wealth Management, Inc. History Reduced 5,155 688 0.33% 0.34% 327 -120 -2.27% Q4 2025 Jan 21, 2026
EVOKE WEALTH, LLC History Added to 5,119 683 0.01% 0.01% 328 +106 2.11% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 5,106 681 0.02% 0.02% 329 +7 0.14% Q4 2025 Jan 27, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 5,031 671 0.03% 0.03% 330 -385 -7.11% Q4 2025 Feb 09, 2026
N.E.W. Advisory Services LLC History No change 5,028 671 0.05% 0.06% 331 0 0.0% Q4 2025 Jan 28, 2026
CIBC WORLD MARKET INC. History Reduced 5,026 670 0.0% 0.0% 332 -230 -4.38% Q4 2025 Feb 10, 2026
Leo Wealth, LLC History Added to 5,013 669 0.05% 0.03% 333 +3,407 212.14% Q4 2025 Jan 21, 2026
Lewis Asset Management, LLC History Reduced 5,014 669 0.27% 0.27% 334 -81 -1.59% Q4 2025 Jan 15, 2026
Safeguard Investment Advisory Group, LLC History Added to 4,995 666 0.17% 0.16% 335 +38 0.77% Q4 2025 Feb 13, 2026
Sequoia Financial Advisors, LLC History Reduced 4,964 662 0.0% 0.0% 336 -25 -0.5% Q4 2025 Feb 03, 2026
Vickerman Investment Advisors, Inc. History Added to 4,931 658 0.13% 0.08% 337 +1,818 58.4% Q4 2025 Feb 12, 2026
ZynergyRetirementPlanningLLC History No change 4,919 656 0.4% 0.41% 338 0 0.0% Q4 2025 Jan 09, 2026
Elite Financial, Inc. History Added to 4,912 655 0.3% 0.29% 339 +2 0.04% Q4 2025 Feb 12, 2026
CIBC Private Wealth Group LLC History Added to 4,895 653 0.0% 0.0% 340 +8 0.16% Q4 2025 Feb 12, 2026
Mystic Asset Management, Inc. History Reduced 4,842 646 0.15% 0.14% 341 -12 -0.25% Q4 2025 Jan 28, 2026
Koshinski Asset Management, Inc. History Reduced 4,831 644 0.04% 0.04% 342 -49 -1.0% Q4 2025 Feb 03, 2026
JBR Co Financial Management Inc History Reduced 4,816 642 0.27% 0.27% 344 -94 -1.91% Q4 2025 Jan 06, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 4,813 642 0.28% 0.28% 343 0 0.0% Q4 2025 Feb 05, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 4,782 638 0.0% 0.01% 345 -16,451 -77.48% Q4 2025 Jan 30, 2026
Founders Financial Alliance, LLC History Reduced 4,759 635 0.12% 0.12% 346 -72 -1.49% Q4 2025 Feb 12, 2026
Carl P. Sherr & Co., LLC History Added to 4,843 633 0.28% 0.29% 347 +100 2.11% Q4 2025 Feb 09, 2026
AGF MANAGEMENT LTD History No change 4,740 632 0.0% 0.0% 348 0 0.0% Q4 2025 Feb 17, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 4,707 628 0.03% 0.04% 349 +101 2.19% Q4 2025 Jan 28, 2026
Strategic Investment Solutions, Inc. /IL History Reduced 4,623 617 0.15% 0.26% 350 -2,876 -38.35% Q4 2025 Feb 27, 2026
MOSAIC FINANCIAL GROUP, LLC History Added to 4,623 617 0.42% 0.43% 351 +5 0.11% Q4 2025 Feb 13, 2026
HANOVER ADVISORS INC History No change 4,561 608 0.24% 0.23% 352 0 0.0% Q4 2025 Feb 17, 2026
Calder Financial LLC History New 4,548 607 0.6% — 353 +4,548 New Q4 2025 Jan 23, 2026
Focus Partners Advisor Solutions, LLC History Added to 4,533 605 0.01% 0.0% 354 +1,823 67.27% Q4 2025 Feb 11, 2026
Ifrah Financial Services, Inc. History Reduced 4,518 603 0.15% 0.19% 355 -1,046 -18.8% Q4 2025 Jan 22, 2026
PETREDIS INVESTMENT ADVISORS LLC History No change 4,513 602 0.05% 0.05% 356 0 0.0% Q4 2025 Jan 14, 2026
Winch Advisory Services, LLC History Reduced 4,470 596 0.13% 0.13% 357 -47 -1.04% Q4 2025 Feb 03, 2026
IFG Advisory, LLC History Reduced 4,419 589 0.03% 0.03% 358 -64 -1.43% Q4 2025 Feb 10, 2026
Family Capital Management, Inc. History Reduced 4,377 584 0.26% 0.28% 359 -123 -2.73% Q4 2025 Jan 27, 2026
Stratos Wealth Partners, LTD. History Reduced 4,335 578 0.01% 0.01% 360 -550 -11.26% Q4 2025 Jan 20, 2026
Hirtle Callaghan & Co LLC History No change 4,327 577 0.02% 0.02% 361 0 0.0% Q4 2025 Feb 04, 2026
Compass Financial Group, INC/SD History Added to 4,286 572 0.08% 0.08% 362 +12 0.28% Q4 2025 Jan 27, 2026
Williams & Novak, LLC History Reduced 4,270 570 0.43% 0.53% 363 -945 -18.12% Q4 2025 Feb 05, 2026
SILVER OAK SECURITIES, INCORPORATED History Added to 4,235 569 0.04% 0.04% 364 +363 9.38% Q4 2025 Jan 15, 2026
Daybright Advisory Services, Inc. History New 4,233 565 0.15% — 365 +4,233 New Q4 2025 Feb 12, 2026
PFG Advisors History Added to 4,205 561 0.03% 0.02% 366 +416 10.98% Q4 2025 Jan 27, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 4,208 561 0.02% 0.02% 367 -376 -8.2% Q4 2025 Jan 12, 2026
Crestwood Advisors Group, LLC History Reduced 4,152 554 0.01% 0.01% 368 -100 -2.35% Q4 2025 Feb 03, 2026
Hilton Head Capital Partners, LLC History New 4,146 553 0.32% — 369 +4,146 New Q4 2025 Feb 11, 2026
Venture Visionary Partners LLC History Added to 3,945 552 0.02% 0.02% 370 +118 3.08% Q4 2025 Feb 13, 2026
Simmons Bank History No change 4,117 549 0.04% 0.04% 371 0 0.0% Q4 2025 Feb 05, 2026
Beacon Capital Management, LLC History Reduced 4,110 548 0.08% 0.08% 372 -11 -0.27% Q4 2025 Feb 13, 2026
Mosley Wealth Management History New 4,199 547 0.25% — 373 +4,199 New Q4 2025 Feb 12, 2026
SBI Securities Co., Ltd. History Reduced 4,088 545 0.01% 0.01% 374 -45 -1.09% Q4 2025 Feb 03, 2026
Salomon & Ludwin, LLC History Reduced 3,974 544 0.05% 0.05% 375 -2 -0.05% Q4 2025 Jan 28, 2026
Mainstream Capital Management LLC History Reduced 4,045 539 0.35% 0.38% 376 -270 -6.26% Q4 2025 Jan 21, 2026
Haverford Trust Co History New 4,032 538 0.0% — 377 +4,032 New Q4 2025 Feb 13, 2026
Keel Point, LLC History No change 3,996 533 0.03% 0.03% 378 0 0.0% Q4 2025 Feb 12, 2026
Ausdal Financial Partners, Inc. History Added to 3,943 526 0.02% 0.02% 379 +157 4.15% Q4 2025 Feb 13, 2026
Hilltop Holdings Inc. History Reduced 3,915 522 0.03% 0.03% 380 -92 -2.3% Q4 2025 Feb 17, 2026
Apollon Wealth Management, LLC History Added to 3,905 521 0.01% 0.01% 381 +783 25.08% Q4 2025 Jan 22, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History Added to 3,890 519 0.28% 0.28% 382 +65 1.7% Q4 2025 Feb 05, 2026
Berger Financial Group, Inc History No change 3,872 516 0.03% 0.03% 383 0 0.0% Q4 2025 Jan 27, 2026
Williams Jones Wealth Management, LLC. History No change 3,856 514 0.01% 0.01% 384 0 0.0% Q4 2025 Feb 13, 2026
Aptus Capital Advisors, LLC History Reduced 3,822 510 0.0% 0.0% 385 -373 -8.89% Q4 2025 Feb 13, 2026
Aegis Wealth Management LLC History No change 3,800 507 0.29% 0.27% 386 0 0.0% Q4 2025 Jan 14, 2026
Excelsior Advisor Network LLC History New 3,791 506 0.25% — 387 +3,791 New Q4 2025 Feb 13, 2026
INTRUST BANK NA History No change 3,790 505 0.04% 0.04% 388 0 0.0% Q4 2025 Feb 06, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History New 3,778 504 0.46% — 389 +3,778 New Q4 2025 Feb 13, 2026
Bragg Financial Advisors, Inc History Added to 3,766 502 0.02% 0.02% 390 +106 2.9% Q4 2025 Feb 13, 2026
WATERS PARKERSON & CO., LLC History Reduced 3,750 500 0.02% 0.03% 391 -400 -9.64% Q4 2025 Feb 12, 2026
London & Capital Asset Management Ltd History New 3,724 497 0.01% — 392 +3,724 New Q4 2025 Feb 17, 2026
tru Independence LLC History Added to 3,685 491 0.12% 0.12% 393 +15 0.41% Q4 2025 Jan 22, 2026
NewEdge Wealth, LLC History Reduced 3,660 488 0.01% 0.01% 394 -73 -1.96% Q4 2025 Feb 03, 2026
First Heartland Consultants, Inc. History No change 3,629 484 0.04% 0.04% 395 0 0.0% Q4 2025 Jan 09, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 3,612 482 0.19% 0.19% 396 0 0.0% Q4 2025 Jan 30, 2026
Fiduciary Alliance LLC History Reduced 3,610 481 0.03% 0.03% 398 -195 -5.12% Q4 2025 Jan 22, 2026
Capital Investment Advisors, LLC History Added to 3,606 481 0.01% 0.01% 397 +63 1.78% Q4 2025 Jan 13, 2026
Chicago Partners Investment Group LLC History Added to 3,680 479 0.01% 0.01% 399 +660 21.85% Q4 2025 Jan 28, 2026
Allied Investment Advisors, LLC History No change 3,582 478 0.07% 0.07% 400 0 0.0% Q4 2025 Feb 09, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History New 3,548 473 0.01% — 401 +3,548 New Q4 2025 Feb 09, 2026
B. Riley Wealth Advisors, Inc. History Added to 3,500 467 0.02% 0.02% 402 +1 0.03% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 3,480 464 0.0% 0.0% 403 -1,275 -26.81% Q4 2025 Feb 06, 2026
GENTRY PRIVATE WEALTH, LLC History Reduced 3,475 463 0.29% 0.39% 404 -837 -19.41% Q4 2025 Jan 28, 2026
Brookwood Investment Group LLC History Reduced 3,453 460 0.06% 0.06% 405 -187 -5.14% Q4 2025 Jan 22, 2026
BENJAMIN EDWARDS INC History Reduced 3,445 459 0.01% 0.01% 406 -567 -14.13% Q4 2025 Feb 02, 2026
Clark Capital Management Group, Inc. History Added to 3,426 457 0.0% 0.0% 407 +542 18.79% Q4 2025 Feb 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 3,344 446 0.01% 0.01% 408 +117 3.63% Q4 2025 Feb 05, 2026
FIRST TRUST ADVISORS LP History New 3,336 445 0.0% — 409 +3,336 New Q4 2025 Feb 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History New 3,302 440 0.07% — 410 +3,302 New Q4 2025 Feb 12, 2026
Compass Ion Advisors, LLC History Reduced 3,284 438 0.04% 0.04% 411 -160 -4.65% Q4 2025 Jan 29, 2026
VISTA INVESTMENT MANAGEMENT History No change 3,272 436 0.14% 0.15% 412 0 0.0% Q4 2025 Feb 17, 2026
Tannin Capital LLC History New 3,257 434 0.39% — 414 +3,257 New Q4 2025 Feb 17, 2026
Octavia Wealth Advisors, LLC History Reduced 3,255 434 0.04% 0.04% 413 -116 -3.44% Q4 2025 Jan 23, 2026
Maltin Wealth Management, Inc. History Added to 3,223 430 0.17% 0.17% 415 +26 0.81% Q4 2025 Jan 15, 2026
Westfuller Advisors, LLC History Reduced 3,213 428 0.17% 0.2% 416 -167 -4.94% Q4 2025 Jan 21, 2026
Apollon Financial, LLC History Added to 3,180 424 0.06% 0.06% 417 +555 21.14% Q4 2025 Jan 22, 2026
Stillwater Wealth Management Group History No change 3,175 423 0.29% 0.29% 418 0 0.0% Q4 2025 Jan 27, 2026
First Growth Capital LLC History New 3,266 422 0.37% — 421 +3,266 New Q4 2025 Feb 19, 2026
Wedmont Private Capital History Reduced 3,111 422 0.01% 0.02% 420 -444 -12.49% Q4 2025 Jan 08, 2026
Galvin, Gaustad & Stein, LLC History Reduced 3,163 422 0.03% 0.03% 419 -5 -0.16% Q4 2025 Jan 23, 2026
Arrowroot Family Office, LLC History Reduced 3,140 419 0.15% 0.17% 423 -153 -4.65% Q4 2025 Feb 11, 2026
Cyndeo Wealth Partners, LLC History No change 3,143 419 0.02% 0.02% 422 0 0.0% Q4 2025 Jan 07, 2026
Creekside Partners History No change 3,138 418 0.18% 0.18% 424 0 0.0% Q4 2025 Feb 13, 2026
Acropolis Investment Management, LLC History Added to 3,124 417 0.02% 0.02% 425 +3 0.1% Q4 2025 Jan 14, 2026
Redwood Financial Network Corp History Reduced 3,110 415 0.26% 0.3% 426 -540 -14.79% Q4 2025 Feb 10, 2026
Empower Advisory Group, LLC History Reduced 3,100 413 0.0% 0.0% 429 -864 -21.8% Q4 2025 Feb 12, 2026
Savant Capital, LLC History Added to 3,101 413 0.0% 0.0% 427 +343 12.44% Q4 2025 Feb 10, 2026
Rehmann Capital Advisory Group History No change 3,098 413 0.02% 0.02% 428 0 0.0% Q4 2025 Mar 04, 2026
Bison Wealth, LLC History New 3,419 408 0.05% — 431 +3,419 New Q4 2025 Mar 24, 2026
Freestone Capital Holdings, LLC History Reduced 3,061 408 0.01% 0.02% 430 -3,087 -50.21% Q4 2025 Jan 23, 2026
SmartHarvest Portfolios, LLC History New 3,056 407 0.14% — 433 +3,056 New Q4 2025 Feb 12, 2026
VSM Wealth Advisory, LLC History Added to 3,050 407 0.12% 0.03% 432 +2,215 265.27% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 2,948 405 0.01% 0.0% 434 +1,250 73.62% Q4 2025 Jan 26, 2026
CFO CAPITAL MANAGEMENT LLC History New 3,005 401 0.3% — 435 +3,005 New Q4 2025 Mar 02, 2026
Polaris Investment Advisors, LLC History New 3,000 400 0.29% — 436 +3,000 New Q4 2025 Jan 15, 2026
Bluesphere Advisors LLC History Added to 2,953 394 0.17% 0.18% 437 +5 0.17% Q4 2025 Jan 21, 2026
Capital Square, LLC History Added to 2,937 392 0.2% 0.18% 438 +259 9.67% Q4 2025 Feb 13, 2026
Coppell Advisory Solutions LLC History Added to 2,910 391 0.04% 0.04% 439 +292 11.15% Q4 2025 Feb 17, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 2,924 390 0.06% 0.06% 440 0 0.0% Q4 2025 Feb 12, 2026
Certified Advisory Corp History Added to 2,916 389 0.04% 0.04% 441 +2 0.07% Q4 2025 Jan 12, 2026
PARK AVENUE SECURITIES LLC History Added to 2,880 384 0.0% 0.0% 442 +827 40.28% Q4 2025 Jan 05, 2026
Empowered Funds, LLC History New 2,854 380 0.01% — 443 +2,854 New Q4 2025 Feb 18, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 2,835 378 0.09% 0.1% 444 0 0.0% Q4 2025 Feb 06, 2026
CWM, LLC History Added to 2,816 376 0.0% 0.0% 445 +362 14.75% Q4 2025 Jan 26, 2026
Marshall Financial Group, LLC History Added to 2,819 376 0.07% 0.07% 446 +10 0.36% Q4 2025 Jan 09, 2026
Kingsview Wealth Management, LLC History Added to 2,799 373 0.01% 0.01% 447 +134 5.03% Q4 2025 Feb 09, 2026
Mustard Seed Financial, LLC History No change 2,800 373 0.23% 0.24% 448 0 0.0% Q4 2025 Jan 23, 2026
FAIRFIELD, BUSH & CO. History Reduced 2,785 371 0.2% 0.19% 449 -31 -1.1% Q4 2025 Feb 13, 2026
James J. Burns & Company, LLC History No change 2,766 369 0.05% 0.05% 450 0 0.0% Q4 2025 Jan 23, 2026
Solidarity Wealth, LLC History No change 2,761 368 0.08% 0.08% 451 0 0.0% Q4 2025 Jan 29, 2026
Amplius Wealth Advisors, LLC History No change 2,743 366 0.03% 0.03% 452 0 0.0% Q4 2025 Jan 12, 2026
Bouchey Financial Group Ltd History No change 2,721 363 0.03% 0.03% 453 0 0.0% Q4 2025 Jan 16, 2026
Breakwater Capital Group History Added to 2,706 361 0.05% 0.05% 455 +6 0.22% Q4 2025 Jan 09, 2026
McKinley Carter Wealth Services, Inc. History Added to 2,706 361 0.02% 0.02% 454 +3 0.11% Q4 2025 Feb 06, 2026
Retirement Planning Co of New England, Inc. History Reduced 2,700 360 0.14% 0.14% 456 -14 -0.52% Q4 2025 Jan 28, 2026
Soltis Investment Advisors LLC History New 2,685 358 0.02% — 458 +2,685 New Q4 2025 Apr 02, 2026
Geneos Wealth Management Inc. History Added to 2,682 358 0.01% 0.0% 457 +1,461 119.66% Q4 2025 Jan 28, 2026
Dakota Wealth Management History Reduced 2,678 357 0.01% 0.01% 459 -73 -2.65% Q4 2025 Jan 13, 2026
Collaborative Wealth Managment Inc. History No change 2,680 357 0.13% 0.14% 460 0 0.0% Q4 2025 Feb 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 2,642 352 0.01% 0.01% 461 -365 -12.14% Q4 2025 Feb 09, 2026
Modern Wealth Management, LLC History Added to 2,622 350 0.01% 0.01% 462 +33 1.27% Q4 2025 Feb 17, 2026
WEDBUSH SECURITIES INC History Added to 2,574 344 0.01% 0.01% 463 +202 8.52% Q4 2025 Feb 12, 2026
Meridian Wealth Management, LLC History Added to 2,567 342 0.01% 0.01% 464 +438 20.57% Q4 2025 Feb 04, 2026
Peterson Wealth Advisors, LLC History New 2,525 337 0.04% — 466 +2,525 New Q4 2025 Jan 09, 2026
Cadence Bank History Added to 2,528 337 0.02% 0.01% 465 +720 39.82% Q4 2025 Jan 30, 2026
Fisher Asset Management, LLC History Added to 2,517 336 0.0% 0.0% 467 +872 53.01% Q4 2025 Feb 09, 2026
MILLENNIUM MANAGEMENT LLC History New 2,473 330 0.0% — 469 +2,473 New Q4 2025 Feb 17, 2026
PDS Planning, Inc History Added to 2,479 330 0.02% 0.02% 468 +13 0.53% Q4 2025 Jan 26, 2026
HBK Sorce Advisory LLC History Added to 2,475 329 0.01% 0.01% 470 +187 8.17% Q4 2025 Feb 09, 2026
FineMark National Bank & Trust History Reduced 2,464 328 0.01% 0.01% 471 -150 -5.74% Q4 2025 Feb 12, 2026
KENNEDY INVESTMENT GROUP History New 2,435 325 0.12% — 472 +2,435 New Q4 2025 Feb 06, 2026
Eagle Wealth Advisors LLC History New 2,430 324 0.28% — 473 +2,430 New Q4 2025 Jan 29, 2026
Mayflower Financial Advisors, LLC History Reduced 2,421 323 0.04% 0.05% 475 -677 -21.85% Q4 2025 Jan 13, 2026
Interchange Capital Partners, LLC History Reduced 2,422 323 0.06% 0.07% 474 -171 -6.59% Q4 2025 Jan 30, 2026
Main Street Financial Solutions, LLC History Reduced 2,417 322 0.02% 0.02% 476 -20 -0.82% Q4 2025 Feb 17, 2026
MGO ONE SEVEN LLC History Reduced 2,411 321 0.01% 0.01% 477 -322 -11.78% Q4 2025 Feb 03, 2026
FLORIDA FINANCIAL ADVISORS, LLC History Reduced 2,402 320 0.09% 0.1% 478 -83 -3.34% Q4 2025 Feb 10, 2026
PRINCIPAL SECURITIES, INC. History Added to 2,388 318 0.0% 0.01% 479 +13 0.55% Q4 2025 Feb 12, 2026
COURIER CAPITAL LLC History No change 2,376 317 0.02% 0.02% 480 0 0.0% Q4 2025 Jan 29, 2026
Americana Partners, LLC History Reduced 2,358 314 0.01% 0.01% 481 -36 -1.5% Q4 2025 Feb 06, 2026
Coordinated Financial Services, Inc. History Reduced 2,349 313 0.18% 0.2% 482 -79 -3.25% Q4 2025 Feb 09, 2026
Value Investment Professionals, LLC History New 2,328 310 0.33% — 484 +2,328 New Q4 2025 Feb 11, 2026
Mutual Advisors, LLC History Added to 2,324 310 0.01% 0.01% 483 +4 0.17% Q4 2025 Feb 02, 2026
Chris Bulman Inc History No change 2,296 306 0.14% 0.15% 485 0 0.0% Q4 2025 Jan 14, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History New 2,280 304 0.24% — 486 +2,280 New Q4 2025 Jan 16, 2026
Spectrum Financial Alliance Ltd LLC History No change 2,260 301 0.06% 0.07% 487 0 0.0% Q4 2025 Jan 30, 2026
Curi Capital, LLC History Added to 2,248 300 0.01% 0.0% 488 +724 47.51% Q4 2025 Feb 17, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 2,254 300 0.08% 0.09% 489 -10 -0.44% Q4 2025 Jan 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 2,247 299 0.01% 0.01% 490 +155 7.41% Q4 2025 Feb 13, 2026
OneDigital Investment Advisors LLC History Added to 2,233 298 0.0% 0.0% 492 +114 5.38% Q4 2025 Feb 13, 2026
CAPITAL MANAGEMENT CORP /VA History No change 2,235 298 0.05% 0.05% 491 0 0.0% Q4 2025 Feb 02, 2026
Hoxton Planning & Management, LLC History Reduced 2,226 297 0.09% 0.1% 493 -190 -7.86% Q4 2025 Feb 11, 2026
Joseph P. Lucia & Associates, LLC History No change 2,171 289 0.1% 0.11% 494 0 0.0% Q4 2025 Jan 28, 2026
Alteri Wealth LLC History Added to 2,137 285 0.09% 0.08% 495 +249 13.19% Q4 2025 Feb 11, 2026
Calamos Wealth Management LLC History New 2,126 283 0.01% — 496 +2,126 New Q4 2025 Jan 29, 2026
HUB Investment Partners, LLC History New 2,122 283 0.01% — 497 +2,122 New Q4 2025 Feb 17, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 2,127 283 0.03% 0.03% 498 0 0.0% Q4 2025 Jan 22, 2026
Zhang Financial LLC History No change 2,114 282 0.01% 0.01% 499 0 0.0% Q4 2025 Feb 10, 2026
Private Advisory Group LLC History Reduced 2,085 278 0.02% 0.02% 500 -8 -0.38% Q4 2025 Jan 15, 2026
Oldfather Financial Services, LLC History No change 2,068 276 0.08% 0.08% 501 0 0.0% Q4 2025 Jan 16, 2026
Laurel Wealth Advisors LLC History New 2,043 272 0.04% — 503 +2,043 New Q4 2025 Jan 30, 2026
Legacy Advisors, LLC History Added to 2,038 272 0.03% 0.03% 502 +33 1.65% Q4 2025 Jan 27, 2026
PATTEN & PATTEN INC/TN History New 2,006 267 0.02% — 504 +2,006 New Q4 2025 Feb 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Added to 2,007 267 0.02% 0.02% 505 +3 0.15% Q4 2025 Feb 10, 2026
Aspire Growth Partners LLC History New 1,979 264 0.18% — 507 +1,979 New Q4 2025 Feb 05, 2026
Moors & Cabot, Inc. History Added to 1,982 264 0.01% 0.01% 506 +193 10.79% Q4 2025 Feb 10, 2026
Boltwood Capital Management History Reduced 1,976 263 0.07% 0.07% 508 -25 -1.25% Q4 2025 Jan 02, 2026
BOS Asset Management, LLC History Added to 1,977 263 0.07% 0.07% 509 +2 0.1% Q4 2025 Jan 09, 2026
Smartleaf Asset Management LLC History Added to 1,953 262 0.01% 0.0% 511 +1,832 1514.05% Q4 2025 Feb 13, 2026
Ellevest, Inc. History No change 1,968 262 0.04% 0.04% 510 0 0.0% Q4 2025 Feb 10, 2026
Regal Investment Advisors LLC History New 1,948 260 0.02% — 512 +1,948 New Q4 2025 Feb 17, 2026
Welch Group, LLC History Added to 1,939 258 0.01% 0.01% 513 +67 3.58% Q4 2025 Jan 26, 2026
NWF Advisory Services Inc. History No change 1,940 258 0.03% 0.03% 514 0 0.0% Q4 2025 Mar 03, 2026
Mascagni Wealth Management, Inc. History No change 1,934 258 0.19% 0.2% 515 0 0.0% Q4 2025 Feb 11, 2026
Arkadios Wealth Advisors History New 1,914 255 0.0% — 517 +1,914 New Q4 2025 Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT History Added to 1,911 255 0.01% 0.01% 516 +7 0.37% Q4 2025 Feb 12, 2026
Carnegie Investment Counsel History Added to 1,904 254 0.0% 0.0% 518 +159 9.11% Q4 2025 Jan 23, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 1,905 254 0.04% 0.05% 520 -84 -4.22% Q4 2025 Jan 26, 2026
Graves Light Lenhart Wealth, Inc. History Added to 1,910 254 0.03% 0.03% 519 +3 0.16% Q4 2025 Jan 09, 2026
FIDELIS CAPITAL PARTNERS, LLC History New 1,900 253 0.02% — 521 +1,900 New Q4 2025 Feb 09, 2026
CHANNEL WEALTH LLC History Added to 1,890 252 0.06% 0.07% 522 +1 0.05% Q4 2025 Feb 03, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 1,882 251 0.14% 0.14% 523 0 0.0% Q4 2025 Jan 28, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 1,877 250 0.01% 0.01% 524 0 0.0% Q4 2025 Feb 13, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 1,865 248 0.07% 0.08% 525 0 0.0% Q4 2025 Feb 11, 2026
INSPIRION WEALTH ADVISORS, LLC History New 1,850 246 0.03% — 526 +1,850 New Q4 2025 Jan 09, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 1,840 245 0.03% 0.03% 527 0 0.0% Q4 2025 Feb 10, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 1,818 242 0.07% 0.07% 528 0 0.0% Q4 2025 Jan 08, 2026
SEI INVESTMENTS CO History New 1,803 240 0.0% — 530 +1,803 New Q4 2025 Feb 13, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 1,801 240 0.08% — 529 +1,801 New Q4 2025 Jan 20, 2026
SeaCrest Wealth Management, LLC History Added to 1,769 240 0.02% 0.02% 531 +3 0.17% Q4 2025 Jan 12, 2026
Avior Wealth Management, LLC History Added to 1,793 239 0.01% 0.01% 533 +67 3.88% Q4 2025 Jan 06, 2026
CHAPIN DAVIS, INC. History No change 1,792 239 0.06% 0.06% 532 0 0.0% Q4 2025 Jan 30, 2026
Shepherd Financial Partners LLC History No change 1,787 238 0.02% 0.02% 534 0 0.0% Q4 2025 Feb 10, 2026
Compass Advisory Group LLC History Added to 1,783 237 0.06% 0.07% 535 +9 0.51% Q4 2025 Jan 21, 2026
DRW Securities, LLC History New 1,771 236 0.01% — 536 +1,771 New Q4 2025 Feb 12, 2026
PFG Investments, LLC History Added to 1,770 236 0.01% 0.01% 537 +44 2.55% Q4 2025 Jan 26, 2026
IVC Wealth Advisors LLC History Reduced 1,750 233 0.1% 0.1% 538 -35 -1.96% Q4 2025 Jan 16, 2026
MONEY CONCEPTS CAPITAL CORP History Added to 1,740 232 0.01% 0.01% 539 +78 4.69% Q4 2025 Feb 04, 2026
CITY HOLDING CO History Added to 1,729 230 0.03% 0.0% 540 +1,529 764.5% Q4 2025 Jan 22, 2026
Global Retirement Partners, LLC History Reduced 1,712 228 0.0% 0.01% 541 -252 -12.83% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 1,713 228 0.02% 0.02% 542 -190 -9.98% Q4 2025 Feb 03, 2026
Venturi Wealth Management, LLC History No change 1,706 227 0.01% 0.01% 543 0 0.0% Q4 2025 Jan 22, 2026
Independent Advisor Alliance History No change 1,702 227 0.01% 0.01% 544 0 0.0% Q4 2025 Feb 04, 2026
Advantage Trust Co History No change 1,689 225 0.1% 0.1% 545 0 0.0% Q4 2025 Jan 29, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 1,666 222 0.02% 0.02% 546 +3 0.18% Q4 2025 Jan 20, 2026
Ramirez Asset Management, Inc. History No change 1,670 222 0.03% 0.03% 547 0 0.0% Q4 2025 Feb 11, 2026
JFS WEALTH ADVISORS, LLC History No change 1,658 221 0.01% 0.01% 548 0 0.0% Q4 2025 Jan 14, 2026
Wealthspire Advisors, LLC History Reduced 1,649 220 0.0% 0.0% 549 -135 -7.57% Q4 2025 Feb 13, 2026
Optimist Retirement Group LLC History Added to 1,652 220 0.1% 0.1% 550 +5 0.3% Q4 2025 Feb 09, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 1,620 216 0.0% 0.0% 552 +25 1.57% Q4 2025 Jan 23, 2026
Wealth Architects, LLC History No change 1,625 216 0.02% 0.02% 551 0 0.0% Q4 2025 Feb 17, 2026
TME FINANCIAL, INC. History Reduced 1,604 214 0.15% 0.16% 554 -1 -0.06% Q4 2025 Jan 27, 2026
Howard Capital Management Inc. History No change 1,608 214 0.0% 0.0% 553 0 0.0% Q4 2025 Jan 23, 2026
Fiscal Wisdom Wealth Management, LLC History New 1,590 212 0.2% — 555 +1,590 New Q4 2025 Jan 27, 2026
Crusonia Wealth Advisors LLC History New 1,590 212 0.05% — 556 +1,590 New Q4 2025 Feb 18, 2026
Global Financial Private Client, LLC History No change 1,585 211 0.07% 0.07% 557 0 0.0% Q4 2025 Jan 27, 2026
Arax Advisory Partners History New 1,575 210 0.01% — 558 +1,575 New Q4 2025 Feb 13, 2026
Perennial Investment Advisors, LLC History No change 1,576 210 0.02% 0.02% 559 0 0.0% Q4 2025 Feb 17, 2026
Procyon Advisors, LLC History New 1,567 209 0.01% — 560 +1,567 New Q4 2025 Jan 07, 2026
Tempo Wealth, LLC History New 1,567 209 0.04% — 563 +1,567 New Q4 2025 Feb 25, 2026
Richmond Investment Services, LLC History New 1,566 209 0.04% — 561 +1,566 New Q4 2025 Feb 12, 2026
High Point Wealth Management, LLC History New 1,566 209 0.2% — 562 +1,566 New Q4 2025 Jan 29, 2026
Betterment LLC History New 1,541 206 0.0% — 565 +1,541 New Q4 2025 Feb 12, 2026
Vermillion Wealth Management, Inc. History Added to 1,550 206 0.08% 0.05% 566 +8 0.52% Q4 2025 Feb 11, 2026
FULTON BANK, N.A. History No change 1,544 206 0.01% 0.01% 564 0 0.0% Q4 2025 Jan 08, 2026
Brooklyn Investment Group History New 1,526 205 0.01% — 567 +1,526 New Q4 2025 Feb 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,526 204 0.0% 0.0% 568 0 0.0% Q4 2025 Feb 09, 2026
WEST BANCORPORATION INC History No change 1,530 204 0.11% 0.11% 569 0 0.0% Q4 2025 Jan 29, 2026
Jackson Hole Capital Partners, LLC History No change 1,530 204 0.03% 0.03% 570 0 0.0% Q4 2025 Jan 30, 2026
NWAM LLC History New 1,542 201 0.01% — 571 +1,542 New Q4 2025 Feb 04, 2026
Red Tortoise LLC History No change 1,511 201 0.09% 0.09% 572 0 0.0% Q4 2025 Jan 22, 2026
Baker Avenue Asset Management, LP History Reduced 1,503 200 0.0% 0.0% 573 -80 -5.05% Q4 2025 Feb 10, 2026
Aventus Investment Advisors, Inc. History No change 1,480 197 0.16% 0.17% 574 0 0.0% Q4 2025 Jan 14, 2026
Tanglewood Legacy Advisors, LLC History No change 1,458 194 0.07% 0.07% 575 0 0.0% Q4 2025 Feb 06, 2026
WHITTIER TRUST CO History No change 1,370 188 0.0% 0.0% 576 0 0.0% Q4 2025 Jan 26, 2026
Parkside Financial Bank & Trust History Added to 1,375 183 0.01% 0.0% 577 +1,340 3828.57% Q4 2025 Feb 13, 2026
Global Trust Asset Management, LLC History Reduced 1,331 177 0.07% 0.23% 578 -2,464 -64.93% Q4 2025 Jan 20, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 1,324 176 0.03% 0.03% 579 -19 -1.41% Q4 2025 Feb 09, 2026
Progressive Investment Management Corp History No change 1,300 173 0.04% 0.04% 580 0 0.0% Q4 2025 Feb 13, 2026
Triumph Capital Management History New 1,290 172 0.04% — 582 +1,290 New Q4 2025 Feb 12, 2026
SouthState Bank Corp History Added to 1,292 172 0.01% 0.01% 581 +8 0.62% Q4 2025 Feb 11, 2026
Blue Trust, Inc. History No change 1,293 172 0.0% 0.0% 583 0 0.0% Q4 2025 Jan 16, 2026
CoreCap Advisors, LLC History Reduced 1,250 166 0.01% 0.01% 584 -42 -3.25% Q4 2025 Jan 13, 2026
IFP Advisors, Inc History Reduced 1,218 162 0.0% 0.0% 585 -26 -2.09% Q4 2025 Feb 06, 2026
Viewpoint Capital Management LLC History No change 1,217 162 0.07% 0.07% 586 0 0.0% Q4 2025 Feb 11, 2026
Independence Bank of Kentucky History Reduced 1,200 160 0.02% 0.02% 587 -36 -2.91% Q4 2025 Jan 20, 2026
FINANCIAL CONSULATE, INC History No change 1,184 158 0.02% 0.02% 588 0 0.0% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Added to 1,179 157 0.01% 0.01% 589 +26 2.25% Q4 2025 Jan 26, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,158 154 0.01% 0.01% 590 0 0.0% Q4 2025 Jan 08, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 1,147 153 0.01% 0.01% 591 +6 0.53% Q4 2025 Feb 12, 2026
JTC Employer Solutions Trustee Ltd History No change 1,148 153 0.01% 0.01% 592 0 0.0% Q4 2025 Feb 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 1,140 152 0.08% 0.09% 593 0 0.0% Q4 2025 Feb 17, 2026
Empirical Asset Management, LLC History No change 26,432 147 0.04% 0.04% 594 0 0.0% Q4 2025 Feb 06, 2026
Hurley Capital, LLC History Added to 1,062 141 0.08% 0.08% 595 +6 0.57% Q4 2025 Feb 17, 2026
Colonial Trust Co / SC History No change 1,060 141 0.02% 0.02% 596 0 0.0% Q4 2025 Feb 12, 2026
Sound Income Strategies, LLC History Added to 1,018 135 0.01% 0.01% 597 +69 7.27% Q4 2025 Jan 21, 2026
Allspring Global Investments Holdings, LLC History New 925 127 0.0% — 598 +925 New Q4 2025 Jan 15, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History New 950 126 0.01% — 599 +950 New Q4 2025 Feb 13, 2026
Planning Project LLC History New 947 126 0.03% — 601 +947 New Q4 2025 Feb 12, 2026
Cherry Tree Wealth Management, LLC History No change 948 126 0.03% 0.03% 600 0 0.0% Q4 2025 Feb 10, 2026
Fourth Dimension Wealth, LLC History No change 911 121 0.04% 0.05% 602 0 0.0% Q4 2025 Feb 04, 2026
LOM Asset Management Ltd History No change 882 117 0.03% 0.04% 603 0 0.0% Q4 2025 Jan 23, 2026
Paladin Advisory Group, LLC History No change 873 116 0.08% 0.09% 604 0 0.0% Q4 2025 Jan 21, 2026
Millstone Evans Group, LLC History No change 834 111 0.07% 0.07% 605 0 0.0% Q4 2025 Feb 02, 2026
Hanson & Doremus Investment Management History No change 808 108 0.01% 0.01% 606 0 0.0% Q4 2025 Jan 20, 2026
SageView Advisory Group, LLC History New 790 105 0.0% — 608 +790 New Q4 2025 Feb 17, 2026
Atlantic Union Bankshares Corp History No change 790 105 0.0% 0.0% 607 0 0.0% Q4 2025 Feb 04, 2026
NBC SECURITIES, INC. History Added to 784 104 0.01% 0.01% 609 +84 12.0% Q4 2025 Jan 29, 2026
Peterson Wealth Services History Added to 779 103 0.03% 0.02% 610 +719 1198.33% Q4 2025 Feb 12, 2026
Harbor Asset Planning, Inc. History Added to 770 102 0.09% 0.09% 611 +3 0.39% Q4 2025 Jan 26, 2026
Pacific Center for Financial Services History No change 758 99 0.03% 0.03% 612 0 0.0% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Added to 729 97 0.0% 0.0% 613 +609 507.5% Q4 2025 Feb 06, 2026
Spire Wealth Management History No change 725 96 0.0% 0.0% 614 0 0.0% Q4 2025 Jan 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 715 95 0.01% 0.0% 615 +582 437.59% Q4 2025 Jan 07, 2026
Key FInancial Inc History Added to 715 95 0.02% 0.02% 616 +32 4.69% Q4 2025 Feb 09, 2026
Ritter Daniher Financial Advisory LLC / DE History New 705 94 0.02% — 618 +705 New Q4 2025 Feb 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 711 94 0.0% 0.0% 617 0 0.0% Q4 2025 Feb 03, 2026
Bernard Wealth Management Corp. History No change 686 91 0.04% 0.04% 619 0 0.0% Q4 2025 Jan 15, 2026
Dunhill Financial, LLC History Added to 679 90 0.02% 0.0% 620 +549 422.31% Q4 2025 Jan 29, 2026
HORIZON BANCORP INC /IN/ History No change 666 89 0.04% 0.04% 621 0 0.0% Q4 2025 Feb 11, 2026
OPTIMA CAPITAL LLC History Reduced 666 88 0.04% 0.11% 622 -1,064 -61.5% Q4 2025 Jan 23, 2026
Davis Capital Management History No change 632 84 0.06% 0.06% 623 0 0.0% Q4 2025 Jan 28, 2026
Rialto Wealth Management, LLC History No change 619 82 0.02% 0.02% 624 0 0.0% Q4 2025 Jan 12, 2026
Litman Gregory Wealth Management LLC History New 600 80 0.01% — 626 +600 New Q4 2025 Feb 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 598 80 0.0% — 625 0 0.0% Q4 2025 Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 585 78 0.0% 0.01% 627 -14 -2.34% Q4 2025 Feb 06, 2026
TSFG, LLC History No change 577 77 0.01% 0.01% 628 0 0.0% Q4 2025 Feb 04, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 573 76 0.02% 0.03% 629 0 0.0% Q4 2025 Feb 09, 2026
CVA Family Office, LLC History No change 560 74 0.01% 0.01% 630 0 0.0% Q4 2025 Jan 12, 2026
Russell Investments Group, Ltd. History Added to 550 73 0.0% 0.0% 631 +91 19.83% Q4 2025 Feb 17, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 544 72 0.02% 0.02% 632 0 0.0% Q4 2025 Feb 17, 2026
GAMMA Investing LLC History No change 538 71 0.0% 0.0% 633 0 0.0% Q4 2025 Jan 05, 2026
Murphy & Mullick Capital Management Corp History No change 530 70 0.05% 0.05% 634 0 0.0% Q4 2025 Feb 10, 2026
Pinnacle Wealth Planning Services, Inc. History New 504 67 0.01% — 635 +504 New Q4 2025 Feb 13, 2026
Operose Advisors LLC History No change 490 65 0.02% 0.02% 636 0 0.0% Q4 2025 Feb 10, 2026
Crews Bank & Trust History No change 475 63 0.01% 0.01% 637 0 0.0% Q4 2025 Jan 21, 2026
ST GERMAIN D J CO INC History No change 470 62 0.0% 0.0% 638 0 0.0% Q4 2025 Jan 29, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 462 61 0.01% 0.01% 639 -84 -15.38% Q4 2025 Feb 17, 2026
HAZLETT, BURT & WATSON, INC. History Added to 446 60 0.02% 0.01% 640 +304 214.08% Q4 2025 Feb 10, 2026
Advocate Investing Services LLC History New 439 58 0.05% — 641 +439 New Q4 2025 Feb 12, 2026
UMB Bank, n.a. History New 417 55 0.0% — 642 +417 New Q4 2025 Feb 13, 2026
Cape Investment Advisory, Inc. History Added to 414 55 0.02% 0.02% 643 +250 152.44% Q4 2025 Feb 17, 2026
Evelyn Partners Investment Management LLP History No change 415 55 0.0% 0.0% 644 0 0.0% Q4 2025 Feb 13, 2026
Aspect Partners, LLC History Reduced 406 54 0.02% 0.05% 646 -500 -55.19% Q4 2025 Jan 23, 2026
Bell Investment Advisors, Inc History Added to 410 54 0.01% 0.01% 645 +2 0.49% Q4 2025 Feb 24, 2026
Aberdeen Wealth Management LLC History New 400 53 0.02% — 648 +400 New Q4 2025 Feb 12, 2026
AMERIFLEX GROUP, INC. History Reduced 400 53 0.03% 0.04% 649 -400 -50.0% Q4 2025 Feb 18, 2026
EverSource Wealth Advisors, LLC History No change 403 53 0.0% 0.0% 647 0 0.0% Q4 2025 Feb 06, 2026
Wilmington Savings Fund Society, FSB History Reduced 394 52 0.0% 0.01% 650 -3,065 -88.61% Q4 2025 Feb 12, 2026
DUNCKER STREETT & CO INC History No change 390 52 0.01% 0.01% 651 0 0.0% Q4 2025 Jan 27, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 379 50 0.0% 0.0% 652 0 0.0% Q4 2025 Jan 26, 2026
MASECO LLP History No change 373 49 0.0% 0.0% 653 0 0.0% Q4 2025 Jan 22, 2026
Tripletail Wealth Management, LLC History No change 368 49 0.06% 0.06% 654 0 0.0% Q4 2025 Feb 12, 2026
CENTRAL TRUST Co History No change 357 47 0.0% 0.0% 655 0 0.0% Q4 2025 Feb 02, 2026
Signature Resources Capital Management, LLC History No change 353 47 0.02% 0.03% 656 0 0.0% Q4 2025 Jan 21, 2026
Clark Wealth Partners History No change 358 47 0.03% 0.03% 657 0 0.0% Q4 2025 Feb 04, 2026
DEUTSCHE BANK AG\ History No change 345 46 0.0% 0.0% 658 0 0.0% Q4 2025 Feb 11, 2026
BFSG, LLC History No change 348 46 0.0% 0.0% 659 0 0.0% Q4 2025 Jan 22, 2026
Rosenberg Matthew Hamilton History No change 345 46 0.01% 0.01% 660 0 0.0% Q4 2025 Jan 05, 2026
Barnes Dennig Private Wealth Management LLC History No change 350 46 0.05% 0.05% 661 0 0.0% Q4 2025 Jan 14, 2026
Scarborough Advisors, LLC History Added to 342 45 0.01% 0.01% 663 +2 0.59% Q4 2025 Feb 17, 2026
MCF Advisors LLC History No change 341 45 0.0% 0.0% 662 0 0.0% Q4 2025 Feb 11, 2026
Grove Bank & Trust History No change 332 44 0.0% 0.01% 664 0 0.0% Q4 2025 Jan 08, 2026
Ancora Advisors LLC History Reduced 320 42 0.0% 0.0% 665 -9 -2.74% Q4 2025 Feb 17, 2026
AdvisorNet Financial, Inc History No change 305 40 0.0% 0.0% 666 0 0.0% Q4 2025 Jan 20, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History New 295 39 0.03% — 668 +295 New Q4 2025 Mar 05, 2026
Sunbelt Securities, Inc. History Added to 298 39 0.0% 0.0% 667 +1 0.34% Q4 2025 Feb 20, 2026
BROWN BROTHERS HARRIMAN & CO History No change 290 38 0.0% 0.0% 669 0 0.0% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 286 38 0.0% 0.0% 670 0 0.0% Q4 2025 Feb 10, 2026
AMERICAN NATIONAL BANK & TRUST History No change 291 38 0.0% 0.0% 671 0 0.0% Q4 2025 Jan 20, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 288 38 0.0% 0.0% 672 0 0.0% Q4 2025 Feb 12, 2026
FIRST HORIZON CORP History No change 280 37 0.0% 0.0% 673 0 0.0% Q4 2025 Jan 27, 2026
SHP Wealth Management History New 276 36 0.0% — 674 +276 New Q4 2025 Mar 04, 2026
Capital Investment Advisory Services, LLC History Added to 257 34 0.0% 0.0% 675 +7 2.8% Q4 2025 Jan 21, 2026
JDM Financial Group LLC History No change 240 32 0.01% 0.01% 676 0 0.0% Q4 2025 Feb 02, 2026
ASHTON THOMAS SECURITIES, LLC History Reduced 234 31 0.01% 0.01% 677 -257 -52.34% Q4 2025 Feb 02, 2026
PITTENGER & ANDERSON INC History No change 233 31 0.0% 0.0% 678 0 0.0% Q4 2025 Feb 02, 2026
Abound Wealth Management History No change 236 31 0.01% 0.01% 679 0 0.0% Q4 2025 Jan 12, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 230 30 0.01% 0.0% 680 +222 2775.0% Q4 2025 Jan 28, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 200 27 0.02% 0.02% 681 0 0.0% Q4 2025 Feb 13, 2026
Steigerwald, Gordon & Koch Inc. History No change 205 27 0.0% 0.0% 682 0 0.0% Q4 2025 Jan 23, 2026
SYM FINANCIAL Corp History Reduced 196 26 0.0% 0.01% 683 -703 -78.2% Q4 2025 Feb 13, 2026
Jessup Wealth Management, Inc History New 201 26 0.01% — 685 +201 New Q4 2025 Feb 11, 2026
Caitlin John, LLC History Added to 197 26 0.02% 0.01% 686 +46 30.46% Q4 2025 Feb 18, 2026
Pflug Koory, LLC History No change 200 26 0.01% 0.01% 684 0 0.0% Q4 2025 Jan 20, 2026
Provenance Wealth Advisors, LLC History No change 187 24 0.0% 0.0% 687 0 0.0% Q4 2025 Jan 26, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 179 23 0.0% 0.0% 688 -492 -73.32% Q4 2025 Feb 10, 2026
Greykasell Wealth Strategies, Inc. History Added to 178 23 0.01% 0.01% 689 +1 0.56% Q4 2025 Feb 11, 2026
DecisionPoint Financial, LLC History No change 169 22 0.0% 0.0% 690 0 0.0% Q4 2025 Jan 29, 2026
Lodestone Wealth Management LLC History New 164 21 0.01% — 692 +164 New Q4 2025 Jan 15, 2026
Capital Advisors, Ltd. LLC History No change 154 21 0.0% 0.0% 691 0 0.0% Q4 2025 Jan 21, 2026
Atlantic Edge Private Wealth Management, LLC History Reduced 150 20 0.0% 0.02% 693 -375 -71.43% Q4 2025 Jan 27, 2026
IFC & Insurance Marketing, Inc. History New 147 20 0.02% — 694 +147 New Q4 2025 Feb 12, 2026
Center for Financial Planning, Inc. History No change 136 18 0.0% 0.0% 695 0 0.0% Q4 2025 Feb 05, 2026
Nemes Rush Group LLC History No change 138 18 0.0% 0.0% 696 0 0.0% Q4 2025 Feb 11, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 137 18 0.01% 0.01% 697 0 0.0% Q4 2025 Jan 14, 2026
Glass Jacobson Investment Advisors llc History Reduced 135 17 0.01% 0.05% 698 -867 -86.53% Q4 2025 Jan 22, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 130 17 0.0% 0.0% 699 0 0.0% Q4 2025 Feb 09, 2026
FAS Wealth Partners, Inc. History New 123 16 0.0% — 701 +123 New Q4 2025 Feb 18, 2026
First Pacific Financial History Added to 121 16 0.0% 0.0% 703 +1 0.83% Q4 2025 Jan 16, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 120 16 0.0% 0.0% 700 0 0.0% Q4 2025 Jan 20, 2026
Glassman Wealth Services History No change 127 16 0.0% 0.0% 702 0 0.0% Q4 2025 Jan 28, 2026
Glen Eagle Advisors, LLC History Added to 118 15 0.0% 0.0% 706 +1 0.85% Q4 2025 Feb 13, 2026
Newbridge Financial Services Group, Inc. History No change 115 15 0.0% 0.0% 704 0 0.0% Q4 2025 Jan 21, 2026
Tidemark, LLC History No change 115 15 0.0% 0.0% 705 0 0.0% Q4 2025 Feb 10, 2026
Princeton Global Asset Management LLC History Added to 111 14 0.0% 0.0% 710 +1 0.91% Q4 2025 Jan 20, 2026
TOTH FINANCIAL ADVISORY CORP History No change 105 14 0.0% 0.0% 707 0 0.0% Q4 2025 Jan 20, 2026
North Star Investment Management Corp. History No change 105 14 0.0% 0.0% 708 0 0.0% Q4 2025 Jan 30, 2026
Anfield Capital Management, LLC History No change 111 14 0.0% 0.0% 709 0 0.0% Q4 2025 Feb 03, 2026
Ameliora Wealth Management Ltd. History No change 107 14 0.0% 0.0% 711 0 0.0% Q4 2025 Jan 21, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Reduced 100 13 0.0% 0.03% 713 -725 -87.88% Q4 2025 Feb 02, 2026
HOWE & RUSLING INC History New 98 13 0.0% — 712 +98 New Q4 2025 Feb 17, 2026
EPG Wealth Management LLC History No change 103 13 0.0% 0.0% 714 0 0.0% Q4 2025 Jan 28, 2026
Twin Lakes Capital Management, LLC History No change 102 13 0.01% 0.01% 715 0 0.0% Q4 2025 Feb 04, 2026
Dogwood Wealth Management LLC History No change 99 13 0.01% 0.01% 716 0 0.0% Q4 2025 Feb 04, 2026
Strengthening Families & Communities, LLC History Added to 91 12 0.0% 0.0% 717 +1 1.11% Q4 2025 Feb 03, 2026
Caldwell Trust Co History No change 90 12 0.0% 0.0% 718 0 0.0% Q4 2025 Jan 30, 2026
Olistico Wealth, LLC History New 88 11 0.01% — 720 +88 New Q4 2025 Jan 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 87 11 0.0% 0.0% 719 0 0.0% Q4 2025 Feb 04, 2026
McIlrath & Eck, LLC History New 80 10 0.0% — 721 +80 New Q4 2025 Feb 03, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 80 10 0.01% 0.0% 723 +55 220.0% Q4 2025 Feb 10, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 75 10 0.0% 0.0% 722 0 0.0% Q4 2025 Jan 23, 2026
SIGNATUREFD, LLC History New 61 8 0.0% — 724 +61 New Q4 2025 Jan 20, 2026
SJS Investment Consulting Inc. History No change 60 8 0.0% 0.0% 725 0 0.0% Q4 2025 Jan 21, 2026
CURIO WEALTH, LLC History New 56 7 0.0% — 727 +56 New Q4 2025 Feb 11, 2026
CBIZ Investment Advisory Services, LLC History No change 53 7 0.0% 0.0% 726 0 0.0% Q4 2025 Feb 09, 2026
ALLIANZ SE History Reduced 46 6 0.0% 0.38% 728 -136,764 -99.97% Q4 2025 Feb 13, 2026
Rakuten Securities, Inc. History Added to 50 6 0.0% — 731 +49 4900.0% Q4 2025 Jan 29, 2026
MidFirst Bank History New 48 6 0.0% — 733 +48 New Q4 2025 Feb 25, 2026
New Millennium Group LLC History Reduced 49 6 0.0% 0.0% 730 -4 -7.55% Q4 2025 Feb 06, 2026
Morse Asset Management, Inc History No change 49 6 0.0% 0.0% 729 0 0.0% Q4 2025 Feb 03, 2026
CHAPMAN FINANCIAL GROUP, LLC History No change 50 6 0.0% 0.0% 732 0 0.0% Q4 2025 Feb 02, 2026
Peachtree Investment Partners, LLC History Added to 45 5 0.0% 0.0% 734 +1 2.27% Q4 2025 Feb 11, 2026
Coston, McIsaac & Partners History Added to 37 4 0.0% 0.0% 737 +1 2.78% Q4 2025 Feb 03, 2026
VALLEY NATIONAL ADVISERS INC History No change 30 4 0.0% 0.0% 735 0 0.0% Q4 2025 Jan 23, 2026
HighMark Wealth Management LLC History No change 35 4 0.0% 0.0% 736 0 0.0% Q4 2025 Feb 05, 2026
Key Capital Management, INC History New 22 2 0.0% — 739 +22 New Q4 2025 Jan 26, 2026
CALDWELL SUTTER CAPITAL, INC. History New 19 2 0.0% — 738 +19 New Q4 2025 Jan 30, 2026
Central Pacific Bank - Trust Division History No change 13 1 0.0% 0.0% 740 0 0.0% Q4 2025 Jan 07, 2026
Rossby Financial, LCC History No change 11 1 0.0% 0.0% 741 0 0.0% Q4 2025 Feb 12, 2026
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 — 0.11% — -554,500 -100.0% Q3 2025 Nov 14, 2025
Polianta Ltd History Closed out 0 0 — 3.21% — -59,300 -100.0% Q3 2025 Oct 16, 2025
OBSIDIAN CIO, LLC History Closed out 0 0 — 0.3% — -17,258 -100.0% Q3 2025 Oct 21, 2025
BRIGHTON JONES LLC History Closed out 0 0 — 0.04% — -12,145 -100.0% Q3 2025 Oct 14, 2025
Neuberger Berman Group LLC History Closed out 0 0 — 0.0% — -11,644 -100.0% Q3 2025 Nov 12, 2025
Consolidated Portfolio Review Corp History Closed out 0 0 — 0.18% — -10,915 -100.0% Q3 2025 Nov 12, 2025
IBEX WEALTH ADVISORS History Closed out 0 0 — 0.05% — -4,300 -100.0% Q3 2025 Nov 12, 2025
HRT FINANCIAL LP History Closed out 0 0 — 0.0% — -3,740 -100.0% Q3 2025 Nov 14, 2025
Kovitz Investment Group Partners, LLC History Closed out 0 0 — 0.0% — -3,525 -100.0% Q3 2025 Nov 10, 2025
Shared Vision Wealth Group LLC History Closed out 0 0 — 0.18% — -3,332 -100.0% Q3 2025 Oct 30, 2025
NRI Wealth Management LC History Closed out 0 0 — 0.21% — -3,057 -100.0% Q3 2025 Jan 22, 2026
DOLIVER ADVISORS, LP History Closed out 0 0 — 0.09% — -2,559 -100.0% Q3 2025 Oct 07, 2025
McAdam, LLC History Closed out 0 0 — 0.01% — -2,146 -100.0% Q3 2025 Oct 29, 2025
Summit Asset Management, LLC History Closed out 0 0 — 0.04% — -2,024 -100.0% Q3 2025 Nov 06, 2025
Valley Financial Group, Inc. History Closed out 0 0 — 0.14% — -1,946 -100.0% Q3 2025 Nov 14, 2025
Gateway Wealth Partners, LLC History Closed out 0 0 — 0.03% — -1,763 -100.0% Q3 2025 Nov 06, 2025
Sound View Wealth Advisors Group, LLC History Closed out 0 0 — 0.02% — -1,741 -100.0% Q3 2025 Nov 10, 2025
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Closed out 0 0 — 0.01% — -1,716 -100.0% Q3 2025 Oct 28, 2025
Onyx Bridge Wealth Group LLC History Closed out 0 0 — 0.02% — -1,570 -100.0% Q3 2025 Nov 06, 2025
PINNACLE ASSOCIATES LTD History Closed out 0 0 — 0.0% — -1,541 -100.0% Q3 2025 Nov 13, 2025
MATHER GROUP, LLC. History Closed out 0 0 — 0.0% — -1,150 -100.0% Q3 2025 Oct 21, 2025
Tortoise Investment Management, LLC History Closed out 0 0 — 0.01% — -906 -100.0% Q3 2025 Nov 13, 2025
Minot DeBlois Advisors LLC History Closed out 0 0 — 0.1% — -880 -100.0% Q3 2025 Nov 13, 2025
Main Street Group, LTD History Closed out 0 0 — 0.03% — -663 -100.0% Q3 2025 Nov 07, 2025
TruNorth Capital Management, LLC History Closed out 0 0 — 0.02% — -619 -100.0% Q3 2025 Oct 21, 2025
AllSquare Wealth Management LLC History Closed out 0 0 — 0.04% — -593 -100.0% Q3 2025 Jan 12, 2026
EASTERN BANK History Closed out 0 0 — 0.0% — -363 -100.0% Q3 2025 Oct 27, 2025
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -292 -100.0% Q3 2025 Nov 05, 2025
BARCLAYS PLC History Closed out 0 0 — 0.0% — -196 -100.0% Q3 2025 Mar 31, 2026
Palisade Asset Management, LLC History Closed out 0 0 — 0.0% — -160 -100.0% Q3 2025 Nov 17, 2025
Alpine Bank Wealth Management History Closed out 0 0 — 0.0% — -159 -100.0% Q3 2025 Oct 22, 2025
Cloud Capital Management, LLC History Closed out 0 0 — 0.01% — -128 -100.0% Q3 2025 Nov 03, 2025
Grey Fox Wealth Advisors, LLC History Closed out 0 0 — 0.0% — -127 -100.0% Q3 2025 Oct 29, 2025
GPS Wealth Strategies Group, LLC History Closed out 0 0 — 0.0% — -120 -100.0% Q3 2025 Nov 03, 2025
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2025 Oct 07, 2025
First Command Advisory Services, Inc. History Closed out 0 0 — 0.0% — -97 -100.0% Q3 2025 Oct 31, 2025
LOGAN CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2025 Nov 14, 2025
Advanced Asset Management Advisors Inc History Closed out 0 0 — 0.0% — -51 -100.0% Q3 2025 Oct 20, 2025
Turning Point Benefit Group, Inc. History Closed out 0 0 — 0.0% — -18 -100.0% Q3 2025 Nov 17, 2025
Perkins Coie Trust Co History Closed out 0 0 — 0.0% — -8 -100.0% Q3 2025 Oct 09, 2025
Vermillion & White Wealth Management Group, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2025 Nov 26, 2025
Kingdom Financial Group LLC. History New 1 0 — — — +1 New Q4 2025 Feb 06, 2026
DHJJ Financial Advisors, Ltd. History No change 2 0 — — — 0 0.0% Q4 2025 Jan 23, 2026
Covestor Ltd History No change 1 0 — — — 0 0.0% Q4 2025 Feb 06, 2026