VANGUARD SPECIALIZED FUNDS - VNQ

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 24 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
Empower Advisory Group, LLC History Added to 16,150,941 1,429,196 3.86% 3.81% 1 +1,134,581 7.56% Q4 2025 Feb 12, 2026
Creative Planning History Reduced 12,870,569 1,138,916 0.82% 0.93% 2 -388,155 -2.93% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 11,994,193 1,061,366 0.67% 0.67% 3 +1,033,999 9.43% Q4 2025 Feb 10, 2026
BANK OF AMERICA CORP /DE/ History Added to 10,328,207 913,943 0.07% 0.06% 4 +207,276 2.05% Q4 2025 Feb 17, 2026
Wealthfront Advisers LLC History Added to 10,039,327 888,380 1.99% 2.01% 5 +695,474 7.44% Q4 2025 Jan 30, 2026
MORGAN STANLEY History Added to 9,890,313 875,194 0.05% 0.05% 6 +111,978 1.15% Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History No change 8,598,869 760,913 2.75% 2.89% 7 0 0.0% Q4 2025 Jan 30, 2026
JPMORGAN CHASE & CO History Reduced 8,113,376 717,952 0.05% 0.05% 8 -421,759 -4.94% Q4 2025 Feb 11, 2026
US BANCORP \DE\ History Reduced 5,128,192 453,793 0.53% 0.56% 9 -48,114 -0.93% Q4 2025 Jan 30, 2026
PRUDENTIAL FINANCIAL INC History Added to 4,852,876 432,973 0.52% 0.51% 10 +172,651 3.69% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 4,205,539 372,148 0.07% 0.08% 11 -116,730 -2.7% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History New 3,573,400 316,210 0.45% 12 +3,573,400 New Q4 2025 Feb 17, 2026
Financial Engines Advisors L.L.C. History Added to 3,370,746 298,277 0.57% 0.58% 13 +53,115 1.6% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Added to 2,695,086 238,488 0.04% 0.04% 14 +14,957 0.56% Q4 2025 Feb 10, 2026
GOLDMAN SACHS GROUP INC History Reduced 2,542,082 224,948 0.03% 0.03% 15 -344,135 -11.92% Q4 2025 Mar 25, 2026
State of Tennessee, Department of Treasury History Reduced 2,273,759 206,457 0.66% 0.73% 16 -128,064 -5.33% Q4 2025 Feb 18, 2026
LPL Financial LLC History Reduced 2,207,178 195,313 0.05% 0.06% 17 -33,096 -1.48% Q4 2025 Feb 11, 2026
Pure Financial Advisors, LLC History Added to 2,114,060 187,073 34.01% 2.89% 18 +128,843 6.49% Q4 2025 Mar 04, 2026
Cetera Investment Advisers History Added to 2,084,736 184,478 0.2% 0.22% 19 +48,809 2.4% Q4 2025 Feb 17, 2026
Mariner, LLC History Reduced 1,986,060 175,750 0.21% 0.24% 20 -5,378 -0.27% Q4 2025 Feb 13, 2026
Sand Hill Global Advisors, LLC History Added to 1,663,150 147,172 5.14% 5.22% 21 +39,960 2.46% Q4 2025 Feb 12, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 1,657,240 146,649 0.04% 0.06% 22 -522,283 -23.96% Q4 2025 Feb 10, 2026
ROYAL BANK OF CANADA History New 1,548,730 137,046 0.02% 23 +1,548,730 New Q4 2025 Feb 17, 2026
Ballentine Partners, LLC History Added to 1,506,199 133,283 1.87% 1.86% 24 +38,803 2.64% Q4 2025 Feb 03, 2026
FIFTH THIRD BANCORP History Reduced 1,503,310 133,027 0.42% 0.45% 25 -22,824 -1.5% Q4 2025 Feb 02, 2026
UBS Group AG History Reduced 1,492,077 132,033 0.02% 0.03% 26 -506,553 -25.35% Q4 2025 Jan 29, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,478,811 130,860 0.04% 0.04% 27 +75,265 5.36% Q4 2025 Feb 18, 2026
VISTA CAPITAL PARTNERS, INC. History Added to 1,401,156 123,988 12.24% 12.13% 28 +97,127 7.45% Q4 2025 Feb 02, 2026
Gibson Capital, LLC History Added to 1,320,172 116,822 21.43% 21.01% 29 +74,468 5.98% Q4 2025 Feb 05, 2026
Millburn Ridgefield LLC /DE/ History No change 1,174,363 103,919 2.48% 2.56% 30 0 0.0% Q4 2025 Feb 02, 2026
Catalyst Capital Advisors LLC History No change 1,174,363 103,919 2.13% 2.16% 31 0 0.0% Q4 2025 Feb 10, 2026
Corient Private Wealth LLC History Added to 1,110,261 98,784 0.13% 0.15% 32 +95,072 9.36% Q4 2025 Mar 09, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 1,046,044 92,564 0.05% 0.07% 33 -149,902 -12.53% Q4 2025 Feb 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 918,183 81,250 0.01% 0.01% 34 +91,417 11.06% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 917,799 81,216 0.07% 35 +917,799 New Q4 2025 Feb 13, 2026
ASSETMARK, INC History Added to 861,933 76,272 0.16% 0.16% 36 +26,059 3.12% Q4 2025 Jan 23, 2026
CITIGROUP INC History Added to 860,210 76,119 0.03% 0.03% 37 +100,980 13.3% Q4 2025 Feb 13, 2026
Vanderbilt University History Added to 856,425 75,785 12.94% 12.88% 38 +7,715 0.91% Q4 2025 Jan 21, 2026
GLENMEDE TRUST CO NA History New 855,932 75,741 0.36% 39 +855,932 New Q4 2025 Feb 17, 2026
Seven Post Investment Office LP History Added to 841,036 74,423 26.61% 27.43% 40 +7,850 0.94% Q4 2025 Jan 29, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History Reduced 800,000 70,792 0.12% 0.14% 41 -50,000 -5.88% Q4 2025 Feb 13, 2026
Beacon Capital Management, Inc. History Reduced 779,768 69,001 3.69% 3.81% 42 -93,885 -10.75% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Reduced 755,682 66,873 0.02% 0.02% 43 -16,089 -2.08% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Reduced 723,048 63,982 0.07% 0.08% 44 -22,637 -3.04% Q4 2025 Feb 06, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 708,773 62,719 1.4% 0.81% 45 +336,188 90.23% Q4 2025 Jan 27, 2026
Pathstone Holdings, LLC History New 690,220 61,077 0.24% 46 +690,220 New Q4 2025 Feb 13, 2026
STIFEL FINANCIAL CORP History Added to 688,621 60,935 0.05% 0.06% 47 +9,399 1.38% Q4 2025 Feb 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 679,714 60,147 0.36% 0.49% 48 -68,714 -9.18% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 658,393 58,261 0.08% 0.08% 49 -57,798 -8.07% Q4 2025 Feb 12, 2026
Capital Investment Advisors, LLC History Added to 658,360 58,258 0.89% 0.74% 50 +167,017 33.99% Q4 2025 Jan 13, 2026
BANK OF MONTREAL /CAN/ History Added to 655,107 57,970 0.02% 0.0% 51 +531,220 428.79% Q4 2025 Feb 12, 2026
Midwest Trust Co History Added to 624,194 55,234 0.69% 0.73% 52 +11,980 1.96% Q4 2025 Feb 04, 2026
Steward Partners Investment Advisory, LLC History Added to 620,337 54,893 0.3% 0.28% 53 +80,594 14.93% Q4 2025 Feb 12, 2026
Efficient Advisors, LLC History Added to 606,676 53,684 3.13% 3.04% 54 +17,250 2.93% Q4 2025 Jan 21, 2026
First Command Advisory Services, Inc. History Added to 601,250 53,204 0.37% 0.39% 55 +11,167 1.89% Q4 2025 Feb 11, 2026
Cerity Partners LLC History Reduced 596,195 52,757 0.08% 0.09% 56 -7,534 -1.25% Q4 2025 Feb 11, 2026
OSAIC HOLDINGS, INC. History Reduced 585,466 51,831 0.08% 0.08% 57 -65,908 -10.12% Q4 2025 Feb 17, 2026
REBALANCE, LLC History Reduced 573,616 50,759 2.97% 3.21% 58 -9,149 -1.57% Q4 2025 Jan 15, 2026
SUMITOMO LIFE INSURANCE CO History Added to 549,762 48,648 1.33% 1.42% 59 +50,991 10.22% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 502,938 44,505 0.08% 0.09% 60 +17,528 3.61% Q4 2025 Mar 16, 2026
CITADEL ADVISORS LLC History Reduced 497,702 44,041 0.01% 0.01% 61 -279,022 -35.92% Q4 2025 Feb 17, 2026
Glenview Trust Co History Added to 493,799 43,696 0.67% 0.7% 62 +9,424 1.95% Q4 2025 Feb 09, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 482,194 42,669 0.57% 0.62% 63 -16,634 -3.33% Q4 2025 Jan 30, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 472,134 41,779 0.53% 0.52% 64 +34,241 7.82% Q4 2025 Feb 10, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Added to 454,327 40,203 2.07% 2.11% 65 +19 0.0% Q4 2025 Jan 27, 2026
SCS Capital Management LLC History Added to 446,251 39,488 0.42% 0.43% 66 +18,185 4.25% Q4 2025 Feb 10, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History Reduced 436,406 38,617 0.29% 0.32% 67 -5,509 -1.25% Q4 2025 Feb 12, 2026
Passive Capital Management, LLC. History Reduced 433,672 38,375 12.0% 12.94% 68 -228 -0.05% Q4 2025 Feb 05, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 429,304 37,989 0.68% 0.74% 69 +27,063 6.73% Q4 2025 Jan 16, 2026
M&T BANK CORP History Added to 426,207 37,714 0.12% 0.13% 70 +18,584 4.56% Q4 2025 Jan 30, 2026
Chandler Asset Management, Inc. History Added to 418,418 37,025 5.86% 5.96% 71 +20,970 5.28% Q4 2025 Feb 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 412,316 36,486 0.02% 0.01% 72 +144,315 53.85% Q4 2025 Feb 02, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 405,308 35,756 0.05% 0.06% 73 +262 0.06% Q4 2025 Feb 18, 2026
Falcon Wealth Planning History Added to 399,028 35,310 2.97% 3.07% 74 +26,115 7.0% Q4 2025 Feb 03, 2026
Baird Financial Group, Inc. History Added to 390,977 34,597 0.05% 0.06% 75 +14,280 3.79% Q4 2025 Feb 13, 2026
PGIM Custom Harvest LLC History Added to 385,146 34,081 0.5% 0.38% 76 +106,796 38.37% Q4 2025 Feb 17, 2026
Focus Partners Wealth History Added to 383,726 33,957 0.04% 0.05% 77 +54,890 16.69% Q4 2025 Feb 13, 2026
Garde Capital, Inc. History Added to 373,549 33,055 1.96% 1.59% 78 +15,569 4.35% Q4 2025 Feb 10, 2026
Jefferies Financial Group Inc. History Added to 359,757 31,834 0.16% 0.0% 79 +357,500 15839.61% Q4 2025 Feb 09, 2026
COHEN & STEERS, INC. History Added to 351,614 31,168 0.06% 0.01% 80 +283,201 413.96% Q4 2025 Feb 13, 2026
Prime Capital Investment Advisors, LLC History Reduced 349,943 30,966 0.38% 0.41% 81 -9,997 -2.78% Q4 2025 Jan 21, 2026
Sequoia Financial Advisors, LLC History Reduced 346,678 30,677 0.17% 0.21% 82 -38,143 -9.91% Q4 2025 Feb 03, 2026
Comprehensive Financial Management LLC History No change 328,338 29,054 0.88% 0.83% 83 0 0.0% Q4 2025 Feb 17, 2026
SEI INVESTMENTS CO History Added to 322,411 28,530 0.03% 0.03% 84 +63,050 24.31% Q4 2025 Feb 13, 2026
Nuveen, LLC History Added to 320,298 28,343 0.01% 0.01% 85 +60,937 23.5% Q4 2025 Feb 12, 2026
Conservest Capital Advisors, Inc. History Reduced 315,791 27,944 2.52% 2.73% 86 -6,507 -2.02% Q4 2025 Feb 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 311,655 27,578 0.07% 0.07% 87 +39,380 14.46% Q4 2025 Feb 05, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 305,842 27,063 0.7% 0.74% 88 -10,398 -3.29% Q4 2025 Jan 07, 2026
FIRST FINANCIAL BANKSHARES INC History Added to 304,772 26,969 0.54% 0.41% 89 +88,673 41.03% Q4 2025 Feb 12, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 297,141 26,294 0.75% 0.85% 90 -22,544 -7.05% Q4 2025 Feb 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 289,464 25,883 0.04% 0.04% 91 +2,992 1.04% Q4 2025 Jan 08, 2026
HHM Wealth Advisors, LLC History Reduced 288,893 25,564 3.01% 3.23% 92 -16,098 -5.28% Q4 2025 Jan 22, 2026
FOSTER & MOTLEY INC History Added to 287,636 25,453 1.36% 1.34% 93 +15,284 5.61% Q4 2025 Jan 15, 2026
Beacon Pointe Advisors, LLC History Added to 273,445 24,197 0.17% 0.09% 94 +160,169 141.4% Q4 2025 Feb 18, 2026
COMMON FUND FOR NONPROFIT ORGANIZATIONS History Added to 271,334 24,010 1.95% 0.49% 95 +209,268 337.17% Q4 2025 Feb 17, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 270,663 23,950 0.05% 0.05% 96 +21,597 8.67% Q4 2025 Feb 17, 2026
PRESILIUM PRIVATE WEALTH, LLC History Added to 267,055 23,631 4.32% 4.26% 97 +21,418 8.72% Q4 2025 Jan 13, 2026
Kohmann Bosshard Financial Services, LLC History Added to 268,176 23,512 2.1% 2.34% 98 +18,626 7.46% Q4 2025 Jan 30, 2026
MAI Capital Management History Added to 261,910 23,176 0.13% 0.14% 99 +17,678 7.24% Q4 2025 Feb 13, 2026
FMR LLC History Reduced 261,078 23,102 0.0% 0.0% 100 -7,183 -2.68% Q4 2025 Feb 17, 2026
DecisionPoint Financial, LLC History Added to 260,291 23,033 5.07% 5.01% 101 +25,743 10.98% Q4 2025 Jan 29, 2026
Whelan Financial History Added to 259,514 22,964 7.17% 7.51% 102 +364 0.14% Q4 2025 Feb 02, 2026
SAGE FINANCIAL GROUP INC History Added to 259,358 22,950 1.52% 1.48% 103 +21,404 9.0% Q4 2025 Jan 27, 2026
STATE STREET CORP History Reduced 258,371 22,863 0.0% 0.0% 104 -104,452 -28.79% Q4 2025 Feb 13, 2026
KWMG, LLC History Reduced 257,017 22,743 1.96% 2.41% 105 -43,339 -14.43% Q4 2025 Jan 16, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 256,930 22,735 1.2% 1.29% 106 -5,476 -2.09% Q4 2025 Jan 09, 2026
Neuberger Berman Group LLC History Added to 252,674 22,359 0.02% 0.02% 107 +19,237 8.24% Q4 2025 Feb 13, 2026
JMG Financial Group, Ltd. History Added to 247,483 21,899 0.62% 0.64% 108 +471 0.19% Q4 2025 Feb 10, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History Added to 243,968 21,588 1.37% 1.39% 109 +10,318 4.42% Q4 2025 Jan 23, 2026
Wealthspire Advisors, LLC History Reduced 238,520 21,106 0.17% 0.23% 110 -239,620 -50.12% Q4 2025 Feb 13, 2026
Trilogy Capital Inc. History Added to 235,353 20,826 0.93% 0.7% 111 +69,881 42.23% Q4 2025 Jan 22, 2026
Rodgers & Associates, LTD History Added to 233,219 20,637 2.09% 2.11% 112 +9,833 4.4% Q4 2025 Jan 22, 2026
McIlrath & Eck, LLC History Added to 232,840 20,603 1.91% 2.09% 113 +11,859 5.37% Q4 2025 Feb 03, 2026
MOLLER WEALTH PARTNERS History Added to 227,292 20,113 4.21% 4.19% 114 +7,727 3.52% Q4 2025 Jan 08, 2026
Roble, Belko & Company, Inc History Added to 227,248 20,109 2.64% 2.67% 115 +11,452 5.31% Q4 2025 Jan 12, 2026
Austin Asset Management Co Inc History Added to 221,295 19,582 3.22% 3.6% 116 +5,534 2.56% Q4 2025 Feb 04, 2026
GenTrust, LLC History Added to 218,546 19,339 0.83% 0.55% 117 +86,414 65.4% Q4 2025 Feb 02, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 216,398 19,149 0.66% 0.24% 118 +136,930 172.31% Q4 2025 Feb 12, 2026
TECTONIC ADVISORS LLC History Added to 215,313 19,053 1.0% 0.92% 119 +31,224 16.96% Q4 2025 Jan 23, 2026
Fairfield University History Added to 213,478 18,890 9.51% 9.58% 120 +1,912 0.9% Q4 2025 Feb 12, 2026
Johnson Financial Group, LLC History Added to 211,364 18,703 1.16% 1.11% 121 +78,189 58.71% Q4 2025 Feb 10, 2026
CreativeOne Wealth, LLC History Added to 208,267 18,429 0.45% 0.42% 122 +17,897 9.4% Q4 2025 Feb 13, 2026
B & T Capital Management DBA Alpha Capital Management History Added to 205,005 18,140 2.56% 2.96% 123 +575 0.28% Q4 2025 Feb 13, 2026
DEFINE FINANCIAL, LLC History Added to 204,498 18,095 10.26% 10.35% 124 +15,892 8.43% Q4 2025 Jan 13, 2026
SWAN Capital LLC History Added to 200,514 17,743 6.9% 6.79% 125 +17,352 9.47% Q4 2025 Feb 12, 2026
TRUIST FINANCIAL CORP History Added to 199,882 17,687 0.02% 0.02% 126 +66,772 50.16% Q4 2025 Feb 02, 2026
Wrenne Financial Planning LLC History Added to 199,732 17,674 7.19% 7.18% 127 +16,069 8.75% Q4 2025 Feb 10, 2026
COMERICA BANK History Reduced 198,720 17,584 0.07% 0.1% 128 -91,689 -31.57% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Reduced 196,700 17,405 0.0% 0.0% 129 -79,104 -28.68% Q4 2025 Feb 12, 2026
Ameritas Advisory Services, LLC History Added to 195,728 17,319 0.65% 0.08% 130 +182,754 1408.62% Q4 2025 Feb 04, 2026
SACHEM HILL LLC History Added to 192,461 17,030 3.31% 3.35% 131 +9,115 4.97% Q4 2025 Feb 12, 2026
CYPRESS FINANCIAL PLANNING LLC History Reduced 190,871 17,029 4.7% 7.22% 132 -68,140 -26.31% Q4 2025 Jan 14, 2026
Omega Financial Group, LLC History Reduced 190,512 16,858 5.55% 7.59% 133 -60,429 -24.08% Q4 2025 Jan 28, 2026
TCV Trust & Wealth Management, Inc. History Added to 188,493 16,679 1.35% 1.39% 134 +6,771 3.73% Q4 2025 Jan 23, 2026
D. E. Shaw & Co., Inc. History Reduced 184,811 16,353 0.01% 0.05% 135 -692,723 -78.94% Q4 2025 Feb 17, 2026
Pacific Center for Financial Services History No change 176,087 16,097 4.11% 4.11% 136 0 0.0% Q4 2025 Feb 17, 2026
Rockwood Wealth Management, LLC History Reduced 179,054 15,844 1.18% 1.33% 137 -3,382 -1.85% Q4 2025 Jan 29, 2026
Strategic Wealth Investment Group, LLC History Reduced 177,670 15,721 1.93% 1.77% 138 -52,674 -22.87% Q4 2025 Feb 11, 2026
Firestone Capital Management History Added to 177,243 15,684 3.33% 3.46% 139 +2,265 1.29% Q4 2025 Feb 09, 2026
TOBIAS FINANCIAL ADVISORS, INC. History New 175,612 15,539 2.2% 140 +175,612 New Q4 2025 Feb 13, 2026
CAMBRIDGE CAPITAL MANAGEMENT, LLC History Added to 175,394 15,520 6.97% 7.34% 141 +7,969 4.76% Q4 2025 Jan 28, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History Added to 174,332 15,426 2.73% 2.74% 142 +12,670 7.84% Q4 2025 Feb 17, 2026
Pacific Capital Wealth Advisors, Inc. History Reduced 173,384 15,342 2.63% 2.84% 143 -6,311 -3.51% Q4 2025 Jan 26, 2026
Daiwa Securities Group Inc. History Added to 172,020 15,222 0.05% 0.03% 144 +71,720 71.51% Q4 2025 Feb 11, 2026
LRI Investments, LLC History Added to 168,257 14,889 1.2% 1.14% 145 +15,477 10.13% Q4 2025 Feb 04, 2026
West Financial Advisors, LLC History Added to 168,126 14,877 2.51% 2.48% 146 +4,223 2.58% Q4 2025 Jan 13, 2026
Private Wealth Asset Management, LLC History Reduced 163,244 14,445 1.57% 1.79% 147 -2,800 -1.69% Q4 2025 Feb 10, 2026
Valmark Advisers, Inc. History Reduced 162,166 14,350 0.18% 0.26% 148 -60,362 -27.13% Q4 2025 Jan 26, 2026
MML INVESTORS SERVICES, LLC History Added to 161,805 14,318 0.03% 0.03% 149 +20,530 14.53% Q4 2025 Feb 13, 2026
Lido Advisors, LLC History Reduced 156,007 14,189 0.04% 0.04% 150 -1,132 -0.72% Q4 2025 Feb 10, 2026
Fort Henry Capital, LLC History Added to 159,603 14,123 8.65% 8.62% 151 +11,120 7.49% Q4 2025 Jan 23, 2026
GREENWOOD GEARHART INC History Added to 159,589 14,122 0.78% 0.81% 152 +5,930 3.86% Q4 2025 Feb 04, 2026
AWM CAPITAL, LLC History Reduced 156,829 13,877 1.26% 1.38% 153 -9,200 -5.54% Q4 2025 Feb 17, 2026
COMMERCE BANK History Added to 156,747 13,870 0.08% 0.08% 154 +3,465 2.26% Q4 2025 Feb 13, 2026
Partners in Financial Planning History Added to 155,736 13,781 2.33% 2.46% 155 +348 0.22% Q4 2025 Feb 02, 2026
BLUESTEM FINANCIAL ADVISORS, LLC History Added to 155,732 13,780 5.32% 5.57% 156 +153 0.1% Q4 2025 Jan 21, 2026
Ashton Thomas Private Wealth, LLC History Reduced 152,933 13,533 0.33% 0.37% 157 -3,993 -2.54% Q4 2025 Jan 29, 2026
Ameritas Investment Partners, Inc. History Added to 152,439 13,489 0.41% 0.42% 158 +2,121 1.41% Q4 2025 Feb 11, 2026
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV History Added to 151,524 13,408 0.21% 0.16% 159 +56,991 60.29% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 151,300 13,388 0.04% 0.04% 160 -28,800 -15.99% Q4 2025 Feb 17, 2026
Allodium Investment Consultants, LLC History Added to 147,991 13,095 6.64% 6.61% 161 +19,969 15.6% Q4 2025 Jan 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 146,239 12,940 0.0% 0.0% 162 +4,366 3.08% Q4 2025 Feb 17, 2026
CWM, LLC History Added to 145,426 12,869 0.03% 0.02% 163 +61,633 73.55% Q4 2025 Jan 26, 2026
Stratos Wealth Partners, LTD. History Added to 144,980 12,829 0.15% 0.1% 164 +49,016 51.08% Q4 2025 Jan 20, 2026
BROWN ADVISORY INC History Reduced 144,095 12,750 0.02% 0.02% 165 -9,436 -6.15% Q4 2025 Feb 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History Reduced 143,698 12,715 0.03% 0.03% 166 -3,007 -2.05% Q4 2025 Feb 11, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History Added to 143,402 12,689 0.47% 0.52% 167 +1,616 1.14% Q4 2025 Feb 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 142,065 12,571 0.01% 0.01% 168 -17,742 -11.1% Q4 2025 Jan 23, 2026
Grove Bank & Trust History Added to 140,802 12,459 1.4% 1.43% 169 +6,891 5.15% Q4 2025 Jan 08, 2026
Financial Advisory Corp History Added to 140,366 12,421 1.81% 1.87% 170 +1,543 1.11% Q4 2025 Jan 27, 2026
BCR Wealth Strategies, LLC History Added to 139,206 12,318 4.08% 4.22% 171 +7,860 5.98% Q4 2025 Jan 23, 2026
BARD ASSOCIATES INC History Added to 138,935 12,294 3.16% 1.66% 172 +70,456 102.89% Q4 2025 Feb 13, 2026
EVOKE WEALTH, LLC History Added to 138,211 12,230 0.23% 0.17% 173 +44,687 47.78% Q4 2025 Feb 06, 2026
Somnio Financial Group, LLC History Added to 137,089 12,131 8.02% 8.05% 174 +7,145 5.5% Q4 2025 Jan 08, 2026
BLAIR WILLIAM & CO/IL History Reduced 134,460 11,898 0.03% 0.04% 175 -12,044 -8.22% Q4 2025 Feb 17, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 134,176 11,873 0.38% 0.39% 176 +1,598 1.21% Q4 2025 Jan 30, 2026
Farther Finance Advisors, LLC History Reduced 134,161 11,871 0.13% 0.19% 177 -1,281 -0.95% Q4 2025 Jan 23, 2026
Hurlow Wealth Management Group, Inc. History Reduced 133,952 11,853 2.9% 3.28% 178 -4,528 -3.27% Q4 2025 Feb 17, 2026
VAN ECK ASSOCIATES CORP History Added to 133,498 11,813 0.01% 0.01% 179 +6,305 4.96% Q4 2025 Feb 13, 2026
New Hampshire Trust History Reduced 132,871 11,757 2.29% 2.35% 180 -544 -0.41% Q4 2025 Jan 29, 2026
Navalign, LLC History Added to 132,823 11,753 2.88% 2.98% 181 +9,339 7.56% Q4 2025 Feb 05, 2026
Plancorp, LLC History Added to 132,425 11,718 0.35% 0.36% 182 +6,389 5.07% Q4 2025 Feb 05, 2026
Cordant, Inc. History Added to 131,914 11,673 4.89% 5.09% 183 +8,482 6.87% Q4 2025 Jan 12, 2026
BAILARD, INC. History Reduced 130,662 11,562 0.26% 0.37% 184 -53,401 -29.01% Q4 2025 Feb 04, 2026
Northeast Financial Group, Inc. History Added to 130,366 11,540 2.61% 2.73% 186 +10,360 8.63% Q4 2025 Feb 17, 2026
Private Advisor Group, LLC History Reduced 130,422 11,540 0.05% 0.06% 185 -6,908 -5.03% Q4 2025 Feb 17, 2026
NWAM LLC History Reduced 126,096 11,226 0.63% 0.63% 187 -1,517 -1.19% Q4 2025 Feb 04, 2026
Wealthcare Advisory Partners LLC History Reduced 126,626 11,205 0.22% 0.32% 188 -40,585 -24.27% Q4 2025 Jan 14, 2026
Peterson Wealth Advisors, LLC History Added to 125,232 11,081 1.48% 1.6% 189 +6,650 5.61% Q4 2025 Jan 09, 2026
VESTOR CAPITAL, LLC History Reduced 165 10,967 0.76% 0.73% 190 -123,890 -99.87% Q4 2025 Feb 11, 2026
FC Advisory LLC History Added to 122,655 10,853 3.12% 3.18% 191 +3,908 3.29% Q4 2025 Jan 13, 2026
Galvin, Gaustad & Stein, LLC History Added to 121,472 10,749 0.84% 0.9% 192 +92 0.08% Q4 2025 Jan 23, 2026
Johnson Financial Group, Inc. History Reduced 119,909 10,610 0.4% 0.43% 193 -4,057 -3.27% Q4 2025 Feb 12, 2026
Asset Management One Co., Ltd. History Added to 118,330 10,536 0.03% 0.03% 194 +5,720 5.08% Q4 2025 Jan 27, 2026
BlackRock, Inc. History Added to 118,674 10,501 0.0% 0.0% 195 +13,524 12.86% Q4 2025 Feb 12, 2026
Magnolia Wealth Management, LLC History Added to 118,427 10,479 6.26% 6.35% 196 +6,159 5.49% Q4 2025 Jan 27, 2026
Adaptive Financial Consulting, LLC History Added to 117,555 10,402 4.05% 4.09% 197 +5,514 4.92% Q4 2025 Feb 11, 2026
Horizons Wealth Management History Added to 115,286 10,201 6.68% 7.13% 198 +854 0.75% Q4 2025 Jan 05, 2026
BNP Paribas Asset Management Holding S.A. History Added to 114,556 10,137 0.01% 0.03% 199 +2,086 1.85% Q4 2025 Feb 13, 2026
Modera Wealth Management, LLC History Reduced 114,317 10,115 0.12% 0.12% 200 -3,358 -2.85% Q4 2025 Jan 21, 2026
Riverpoint Wealth Management Holdings, LLC History Added to 114,296 10,114 2.17% 2.23% 201 +3,419 3.08% Q4 2025 Feb 10, 2026
Avior Wealth Management, LLC History Added to 113,065 9,996 0.31% 0.33% 202 +2,372 2.14% Q4 2025 Jan 06, 2026
Flagstone Financial Management History Added to 112,150 9,924 2.55% 2.59% 203 +4,667 4.34% Q4 2025 Feb 09, 2026
NorthRock Partners, LLC History Added to 108,817 9,629 0.16% 0.02% 204 +96,378 774.81% Q4 2025 Feb 17, 2026
Kestra Advisory Services, LLC History Added to 108,546 9,605 0.04% 0.04% 205 +3,537 3.37% Q4 2025 Feb 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History Reduced 108,458 9,597 0.62% 0.68% 206 -3,960 -3.52% Q4 2025 Jan 26, 2026
Parallel Advisors, LLC History Added to 106,868 9,456 0.17% 0.18% 207 +2,207 2.11% Q4 2025 Feb 11, 2026
Man Group plc History Reduced 105,094 9,299 0.02% 0.02% 208 -2,908 -2.69% Q4 2025 Feb 17, 2026
Envestnet Portfolio Solutions, Inc. History Added to 104,640 9,257 0.03% 0.02% 209 +52,545 100.86% Q4 2025 Feb 06, 2026
Checchi Capital Advisers, LLC History Added to 104,399 9,238 0.47% 0.49% 210 +1,503 1.46% Q4 2025 Jan 27, 2026
JDM Financial Group LLC History Added to 132,920 9,222 3.58% 4.97% 211 +1,543 1.17% Q4 2025 Feb 02, 2026
Archvest Wealth Advisors, Inc. History Added to 103,951 9,198 5.87% 8.16% 212 +3,201 3.18% Q4 2025 Feb 13, 2026
ATMOS ADVISORY, LLC History Added to 103,634 9,170 5.31% 5.35% 213 +7,531 7.84% Q4 2025 Jan 21, 2026
CARDIFF PARK ADVISORS, LLC History Reduced 103,120 9,125 0.75% 0.72% 214 -184 -0.18% Q4 2025 Feb 17, 2026
Bear Mountain Capital, Inc. History Added to 99,490 9,103 2.94% 3.06% 215 +109 0.11% Q4 2025 Jan 22, 2026
Krilogy Financial LLC History Added to 100,594 9,095 0.31% 0.31% 216 +8,267 8.95% Q4 2025 Jan 27, 2026
NORTHERN TRUST CORP History Reduced 102,255 9,048 0.0% 0.0% 217 -18,369 -15.23% Q4 2025 Feb 17, 2026
Ted Buchan & Co History Added to 102,132 9,037 3.32% 3.45% 218 +5,914 6.15% Q4 2025 Feb 11, 2026
Ancora Advisors LLC History Added to 102,019 9,027 0.19% 0.18% 219 +718 0.71% Q4 2025 Feb 17, 2026
HUNTINGTON NATIONAL BANK History Added to 101,781 9,006 0.05% 0.06% 220 +1,425 1.42% Q4 2025 Feb 09, 2026
ACT WEALTH MANAGEMENT, LLC History New 100,239 8,870 2.9% 221 +100,239 New Q4 2025 Jan 15, 2026
Keudell/Morrison Wealth Management History New 100,090 8,856 1.86% 222 +100,090 New Q4 2025 Feb 06, 2026
Hudson Bay Capital Management LP History Reduced 100,000 8,849 0.03% 0.09% 223 -200,000 -66.67% Q4 2025 Feb 13, 2026
GROUP ONE TRADING LLC History Added to 99,764 8,828 0.02% 0.01% 224 +68,566 219.78% Q4 2025 Feb 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 99,002 8,760 0.0% 0.01% 225 0 0.0% Q4 2025 Feb 13, 2026
Prairiewood Capital, LLC History Added to 98,900 8,751 2.72% 2.65% 226 +11,560 13.24% Q4 2025 Jan 26, 2026
Tide Cove Capital Partners LLC History Added to 94,756 8,745 6.04% 6.05% 227 +6,585 7.47% Q4 2025 Feb 10, 2026
PACK Private Wealth, LLC History Added to 98,091 8,680 3.96% 4.08% 228 +3,354 3.54% Q4 2025 Feb 17, 2026
Avion Wealth History Reduced 97,860 8,659 1.82% 2.83% 229 -46,651 -32.28% Q4 2025 Jan 23, 2026
Vertex Investment Solutions Co., Ltd. History New 97,036 8,640 8.57% 230 +97,036 New Q4 2025 Feb 05, 2026
NewEdge Advisors, LLC History Added to 97,141 8,596 0.03% 0.04% 231 +3,050 3.24% Q4 2025 Feb 18, 2026
Grey Fox Wealth Advisors, LLC History Added to 96,961 8,580 1.76% 1.71% 232 +5,241 5.71% Q4 2025 Feb 12, 2026
Elm Partners Management LLC History Added to 96,023 8,497 0.39% 0.3% 233 +29,780 44.96% Q4 2025 Feb 10, 2026
Kingsview Wealth Management, LLC History Added to 95,937 8,489 0.12% 0.12% 234 +7,585 8.58% Q4 2025 Feb 09, 2026
STEPHENS INC /AR/ History Added to 94,565 8,368 0.1% 0.1% 235 +5,696 6.41% Q4 2025 Feb 05, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 94,411 8,354 0.27% 0.28% 236 -554 -0.58% Q4 2025 Feb 13, 2026
Industrial Alliance Investment Management Inc. History No change 94,190 8,335 4.73% 5.2% 237 0 0.0% Q4 2025 Feb 05, 2026
Connecticut Wealth Management, LLC History Reduced 93,589 8,281 0.36% 0.4% 238 -4,017 -4.12% Q4 2025 Feb 12, 2026
Allworth Financial LP History New 93,502 8,273 0.03% 239 +93,502 New Q4 2025 Feb 05, 2026
Brookstone Capital Management History Added to 93,434 8,267 0.09% 0.09% 240 +7,061 8.18% Q4 2025 Jan 15, 2026
BOKF, NA History Reduced 93,062 8,235 0.13% 0.14% 241 -7,107 -7.1% Q4 2025 Feb 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 92,682 8,201 0.16% 0.19% 242 -11,305 -10.87% Q4 2025 Feb 05, 2026
LBMC INVESTMENT ADVISORS, LLC History Added to 92,654 8,198 0.5% 0.53% 243 +1,824 2.01% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 92,193 8,158 0.0% 0.07% 244 -1,364,396 -93.67% Q4 2025 Feb 10, 2026
Heritage Wealth Management, Inc./Texas History Added to 92,128 8,153 3.54% 3.29% 245 +10,572 12.96% Q4 2025 Feb 09, 2026
FIDELIS iM, LLC History Added to 91,216 8,071 3.13% 2.43% 246 +52,807 137.49% Q4 2025 Jan 23, 2026
Gray Private Wealth, LLC History Added to 90,235 7,984 3.9% 4.02% 247 +3,082 3.54% Q4 2025 Feb 04, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 90,200 7,981 0.01% 0.01% 248 +45,200 100.44% Q4 2025 Feb 12, 2026
Pinnacle Financial Partners, Inc. History New 90,031 7,967 0.06% 249 +90,031 New Q4 2025 Feb 18, 2026
Arkadios Wealth Advisors History Added to 89,741 7,941 0.15% 0.17% 250 +13,640 17.92% Q4 2025 Feb 13, 2026
BluePrint Investing LLC History New 86,090 7,618 6.06% 251 +86,090 New Q4 2025 Feb 05, 2026
Fairway Wealth LLC History Reduced 212,396 7,584 2.05% 2.24% 252 -5,804 -2.66% Q4 2025 Jan 28, 2026
Modern Wealth Management, LLC History Added to 84,893 7,512 0.14% 0.15% 253 +3,940 4.87% Q4 2025 Feb 17, 2026
Cambridge Advisors Inc. History Added to 84,718 7,496 1.43% 1.37% 254 +8,213 10.74% Q4 2025 Jan 21, 2026
Fonville Wealth Management LLC History Added to 84,692 7,494 1.53% 1.62% 255 +6,168 7.85% Q4 2025 Jan 23, 2026
Rathbones Group PLC History Reduced 83,976 7,431 0.03% 0.04% 256 -19,006 -18.46% Q4 2025 Feb 06, 2026
Employees' Retirement Fund of the City of Fort Worth History No change 83,000 7,344 3.29% 3.92% 257 0 0.0% Q4 2025 Feb 11, 2026
Callan Family Office, LLC History Added to 82,814 7,328 0.16% 0.09% 258 +51,186 161.84% Q4 2025 Feb 12, 2026
David Kennon Inc History Added to 82,207 7,274 2.59% 2.59% 259 +3,474 4.41% Q4 2025 Jan 26, 2026
Drystone LLC History Reduced 81,233 7,188 6.46% 6.82% 260 -1,618 -1.95% Q4 2025 Feb 06, 2026
Silver Coast Investments LLC History Reduced 80,991 7,167 2.47% 2.54% 261 -36 -0.04% Q4 2025 Jan 27, 2026
Betterment LLC History Added to 80,987 7,166 0.01% 0.01% 262 +1,749 2.21% Q4 2025 Feb 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 79,959 7,075 0.53% 0.6% 263 +92 0.12% Q4 2025 Jan 07, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 79,653 7,048 0.49% 0.49% 264 +1,896 2.44% Q4 2025 Jan 28, 2026
Campion Asset Management History Added to 79,444 7,029 4.88% 4.9% 265 +3,985 5.28% Q4 2025 Feb 17, 2026
AA Financial Advisors, LLC History Added to 79,286 7,016 1.3% 1.0% 266 +23,684 42.6% Q4 2025 Jan 14, 2026
Ariston Services Group History Reduced 79,270 7,014 4.11% 4.38% 267 -222 -0.28% Q4 2025 Jan 23, 2026
COUNTRY TRUST BANK History Added to 78,586 6,954 0.13% 0.16% 268 +1,016 1.31% Q4 2025 Jan 21, 2026
WestHill Financial Advisors, Inc. History Added to 78,143 6,914 1.31% 1.38% 269 +1,051 1.36% Q4 2025 Jan 21, 2026
UNITED BANK History Added to 78,059 6,907 0.91% 0.85% 270 +275 0.35% Q4 2025 Feb 13, 2026
Janney Montgomery Scott LLC History Reduced 77,576 6,865 0.02% 0.02% 271 -9,624 -11.04% Q4 2025 Feb 11, 2026
Americana Partners, LLC History Added to 77,182 6,829 0.19% 0.18% 272 +12,326 19.01% Q4 2025 Feb 06, 2026
BAYSHORE ASSET MANAGEMENT, LLC History Added to 76,626 6,780 2.77% 2.99% 273 +276 0.36% Q4 2025 Jan 08, 2026
Amicus Financial Advisors, LLC History New 76,563 6,775 1.89% 274 +76,563 New Q4 2025 Mar 02, 2026
Marathon Strategic Advisors, LLC History Added to 76,341 6,755 5.16% 4.38% 275 +16,499 27.57% Q4 2025 Feb 11, 2026
WealthCollab, LLC History Added to 75,742 6,702 2.74% 2.89% 276 +6,901 10.02% Q4 2025 Jan 27, 2026
Silver Oak Advisory Group, Inc. History Added to 75,532 6,683 3.02% 3.09% 277 +836 1.12% Q4 2025 Feb 03, 2026
Sanctuary Advisors, LLC History Added to 75,178 6,652 0.04% 0.03% 278 +23,920 46.67% Q4 2025 Jan 29, 2026
WESCAP Management Group, Inc. History Added to 73,986 6,547 1.33% 1.28% 279 +7,223 10.82% Q4 2025 Feb 11, 2026
OLD SECOND NATIONAL BANK OF AURORA History Reduced 72,842 6,445 1.29% 1.5% 280 -6,790 -8.53% Q4 2025 Jan 27, 2026
Waverly Advisors, LLC History Added to 71,720 6,346 0.05% 0.06% 281 +8,458 13.37% Q4 2025 Feb 17, 2026
Savant Capital, LLC History Added to 71,707 6,345 0.04% 0.03% 282 +21,983 44.21% Q4 2025 Feb 10, 2026
Aprio Wealth Management, LLC History Reduced 71,059 6,324 0.36% 0.69% 283 -4,470 -5.92% Q4 2025 Jan 29, 2026
Latigo Investments, LLC History No change 70,972 6,280 3.09% 3.27% 284 0 0.0% Q4 2025 Feb 17, 2026
FRANKLIN RESOURCES INC History Added to 70,888 6,272 0.0% 0.0% 285 +1,646 2.38% Q4 2025 Feb 11, 2026
Gallagher Fiduciary Advisors, LLC History New 70,696 6,255 0.2% 286 +70,696 New Q4 2025 Feb 17, 2026
American Investment Services, Inc. History Added to 70,674 6,253 1.45% 1.55% 287 +263 0.37% Q4 2025 Feb 13, 2026
Hardy Reed LLC History Added to 70,572 6,244 0.45% 0.47% 288 +238 0.34% Q4 2025 Feb 06, 2026
Keewaydin Investments LLC History New 70,465 6,235 1.66% 289 +70,465 New Q4 2025 Feb 10, 2026
Capital Advisors Wealth Management, LLC History Reduced 70,442 6,233 0.85% 0.93% 290 -787 -1.1% Q4 2025 Jan 21, 2026
Cerity Partners OCIO LLC History No change 70,269 6,218 0.34% 0.33% 291 0 0.0% Q4 2025 Feb 11, 2026
Cliffwater LLC History No change 69,923 6,187 1.3% 1.35% 292 0 0.0% Q4 2025 Feb 12, 2026
Verdence Capital Advisors LLC History Reduced 69,747 6,171 0.37% 0.38% 293 -626 -0.89% Q4 2025 Jan 29, 2026
Financial Futures Ltd Liability Co. History Added to 69,736 6,170 2.86% 2.93% 294 +3,721 5.64% Q4 2025 Jan 23, 2026
CIBC Private Wealth Group LLC History Added to 69,012 6,106 0.01% 0.01% 295 +9,213 15.41% Q4 2025 Feb 12, 2026
FIRST NATIONAL BANK OF OMAHA History Added to 68,371 6,082 0.18% 0.12% 296 +47,461 226.98% Q4 2025 Feb 13, 2026
Rainwater Charitable Foundation History No change 68,428 6,055 3.57% 3.92% 297 0 0.0% Q4 2025 Feb 05, 2026
WEALTH ALLIANCE, LLC History Reduced 68,214 6,036 0.59% 1.15% 298 -53,790 -44.09% Q4 2025 Feb 13, 2026
Freestone Capital Holdings, LLC History Reduced 67,697 5,990 0.18% 0.19% 299 -1,868 -2.69% Q4 2025 Jan 23, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 67,532 5,975 0.08% 0.08% 300 -1,414 -2.05% Q4 2025 Feb 09, 2026
HB Wealth Management, LLC History Reduced 67,099 5,937 0.04% 0.04% 301 -1,891 -2.74% Q4 2025 Jan 28, 2026
LPWM LLC History Added to 66,439 5,879 1.48% 1.57% 302 +2,001 3.11% Q4 2025 Jan 06, 2026
Regal Investment Advisors LLC History Added to 66,347 5,870 0.35% 0.39% 303 +258 0.39% Q4 2025 Feb 17, 2026
UMB Bank, n.a. History Added to 66,117 5,850 0.08% 0.04% 304 +34,063 106.27% Q4 2025 Feb 13, 2026
Walleye Trading LLC History Added to 66,100 5,849 0.01% 0.01% 305 +5,200 8.54% Q4 2025 Feb 13, 2026
Financial Alternatives, Inc History Added to 65,930 5,834 3.39% 3.42% 306 +4,069 6.58% Q4 2025 Feb 04, 2026
Allie Family Office LLC History Added to 65,760 5,819 2.72% 2.7% 307 +3,514 5.65% Q4 2025 Feb 13, 2026
Merit Financial Group, LLC History Reduced 65,531 5,798 0.05% 0.06% 308 -2,876 -4.2% Q4 2025 Jan 26, 2026
HSBC HOLDINGS PLC History Reduced 65,283 5,776 0.0% 0.0% 309 -18,482 -22.06% Q4 2025 Mar 20, 2026
Cassaday & Co Wealth Management LLC History Added to 65,148 5,764 0.12% 0.12% 310 +10,359 18.91% Q4 2025 Feb 03, 2026
LMG Wealth Partners, LLC History Added to 64,885 5,741 1.07% 1.1% 311 +227 0.35% Q4 2025 Feb 02, 2026
PDS Planning, Inc History Added to 64,320 5,691 0.38% 0.39% 312 +2,691 4.37% Q4 2025 Jan 26, 2026
HANCOCK WHITNEY CORP History Added to 64,257 5,686 0.1% 0.1% 313 +4,224 7.04% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History New 64,143 5,676 0.0% 314 +64,143 New Q4 2025 Feb 13, 2026
IFG Advisors, LLC History Added to 63,794 5,645 0.94% 0.86% 315 +6,034 10.45% Q4 2025 Jan 13, 2026
Neumann Capital Management, LLC History Reduced 63,432 5,613 1.62% 1.71% 316 -362 -0.57% Q4 2025 Jan 14, 2026
TFO Wealth Partners, LLC History Added to 63,181 5,590 0.84% 0.73% 317 +13,994 28.45% Q4 2025 Feb 05, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History Reduced 62,938 5,569 0.29% 0.35% 318 -11,826 -15.82% Q4 2025 Feb 17, 2026
BlueSky Wealth Advisors, LLC History Added to 62,904 5,566 0.73% 0.75% 319 +1,844 3.02% Q4 2025 Jan 26, 2026
Biltmore Family Office, LLC History Added to 62,883 5,564 0.77% 0.64% 320 +13,911 28.41% Q4 2025 Feb 04, 2026
Northwest Quadrant Wealth Management, LLC History Reduced 62,504 5,530 1.14% 1.36% 321 -7,974 -11.31% Q4 2025 Jan 23, 2026
FIDUCIARY TRUST CO History Reduced 62,377 5,519 0.06% 0.07% 322 -1,845 -2.87% Q4 2025 Feb 13, 2026
Focus Partners Advisor Solutions, LLC History Reduced 62,299 5,512 0.07% 0.25% 323 -182,719 -74.57% Q4 2025 Feb 11, 2026
United Financial Planning Group LLC History Added to 62,007 5,487 3.33% 3.4% 324 +2,862 4.84% Q4 2025 Feb 11, 2026
Baron Financial Group, LLC History Added to 61,992 5,485 2.94% 2.97% 325 +2,753 4.65% Q4 2025 Jan 09, 2026
Idaho Trust Co History Reduced 61,983 5,484 1.82% 2.01% 326 -3,216 -4.93% Q4 2025 Feb 05, 2026
Red Wave Investments LLC History Added to 61,134 5,409 1.61% 1.69% 327 +906 1.5% Q4 2025 Feb 06, 2026
Note Advisors, LLC History Added to 59,199 5,402 2.77% 2.74% 328 +8,852 17.58% Q4 2025 Feb 18, 2026
Diversified Portfolios, Inc. History Reduced 60,945 5,393 0.45% 0.61% 330 -14,572 -19.3% Q4 2025 Feb 09, 2026
Clearstead Advisors, LLC History Added to 60,955 5,393 0.07% 0.07% 329 +2,335 3.98% Q4 2025 Feb 09, 2026
WHITTIER TRUST CO History Added to 59,770 5,341 0.06% 0.06% 331 +800 1.36% Q4 2025 Jan 26, 2026
Elwood & Goetz Wealth Advisory Group, LLC History Added to 60,216 5,328 0.94% 0.88% 332 +9,914 19.71% Q4 2025 Jan 21, 2026
Everhart Financial Group, Inc. History Added to 60,166 5,324 0.49% 0.48% 333 +7,398 14.02% Q4 2025 Jan 07, 2026
Crewe Advisors LLC History Added to 60,147 5,322 0.47% 0.49% 334 +4,196 7.5% Q4 2025 Jan 16, 2026
White Lighthouse Investment Management Inc. History Reduced 59,746 5,286 0.74% 0.85% 335 -1,498 -2.45% Q4 2025 Feb 09, 2026
Chicago Partners Investment Group LLC History Reduced 58,265 5,275 0.13% 0.15% 336 -6,344 -9.82% Q4 2025 Jan 28, 2026
SG Americas Securities, LLC History Reduced 58,735 5,197 0.01% 0.02% 337 -9,510 -13.94% Q4 2025 Jan 09, 2026
Rakuten Investment Management, Inc. History No change 56,817 5,173 0.02% 0.02% 338 0 0.0% Q4 2025 Feb 17, 2026
VeraBank, N.A. History Added to 58,389 5,166 0.94% 0.96% 339 +2,077 3.69% Q4 2025 Feb 11, 2026
BALANCED WEALTH GROUP LLC History Added to 56,089 5,135 1.88% 2.17% 340 +918 1.66% Q4 2025 Jan 13, 2026
Human Investing LLC History Added to 57,756 5,110 0.72% 0.76% 341 +1,798 3.21% Q4 2025 Jan 27, 2026
Klingman & Associates, LLC History Added to 57,629 5,099 0.25% 0.26% 342 +2,184 3.94% Q4 2025 Jan 29, 2026
Cresset Asset Management, LLC History Added to 57,390 5,078 0.02% 0.02% 343 +10,922 23.5% Q4 2025 Feb 17, 2026
Advisory Services Network, LLC History Added to 56,776 5,024 0.07% 0.07% 344 +2,294 4.21% Q4 2025 Feb 17, 2026
Traveka Wealth, LLC History Reduced 56,551 5,004 2.04% 2.31% 345 -14 -0.02% Q4 2025 Jan 08, 2026
Unconventional Investor, LLC History Added to 56,114 4,965 2.36% 2.56% 346 +281 0.5% Q4 2025 Feb 05, 2026
ASSOCIATED BANC-CORP History Reduced 55,234 4,887 0.13% 0.21% 347 -31,238 -36.12% Q4 2025 Feb 06, 2026
PATTON FUND MANAGEMENT, INC. History Added to 55,204 4,885 0.65% 0.75% 348 +9,455 20.67% Q4 2025 Jan 23, 2026
REDW Wealth LLC History Reduced 53,359 4,721 1.8% 1.87% 349 -850 -1.57% Q4 2025 Jan 28, 2026
SVRN Asset Management, LLC History New 53,254 4,712 3.88% 350 +53,254 New Q4 2025 Feb 13, 2026
&PARTNERS History Added to 52,884 4,679 0.02% 0.02% 351 +15,768 42.48% Q4 2025 Feb 17, 2026
Nalls Sherbakoff Group, LLC History Reduced 52,841 4,675 3.37% 3.75% 352 -7,925 -13.04% Q4 2025 Mar 12, 2026
MONOGRAPH WEALTH ADVISORS, LLC History Reduced 52,612 4,655 0.46% 0.49% 353 -432 -0.81% Q4 2025 Feb 13, 2026
Cherry Tree Wealth Management, LLC History Added to 51,804 4,584 0.97% 1.02% 354 +919 1.81% Q4 2025 Feb 10, 2026
Consolidated Portfolio Review Corp History Added to 51,629 4,568 0.39% 0.24% 356 +30,479 144.11% Q4 2025 Jan 26, 2026
Pine Ridge Advisers LLC History Added to 51,629 4,568 0.27% 0.28% 355 +462 0.9% Q4 2025 Feb 17, 2026
DWR WEALTH MANAGEMENT, LLC History New 50,930 4,543 4.22% 357 +50,930 New Q4 2025 Mar 31, 2026
Arax Advisory Partners History New 51,256 4,535 0.13% 358 +51,256 New Q4 2025 Feb 13, 2026
World Investment Advisors History Added to 50,980 4,511 0.07% 0.07% 359 +16,044 45.92% Q4 2025 Mar 12, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 50,791 4,494 0.0% 0.0% 360 +7,104 16.26% Q4 2025 Feb 17, 2026
Whitegate Investment Counselors, Inc. History Added to 50,589 4,476 1.4% 1.33% 361 +6,346 14.34% Q4 2025 Feb 10, 2026
Integrated Wealth Concepts LLC History Reduced 50,449 4,464 0.05% 0.06% 362 -18,765 -27.11% Q4 2025 Feb 13, 2026
PARK NATIONAL CORP /OH/ History Reduced 49,232 4,356 0.14% 0.15% 363 -4,976 -9.18% Q4 2025 Jan 05, 2026
Voya Financial Advisors, Inc. History Added to 48,834 4,348 0.42% 0.36% 364 +8,388 20.74% Q4 2025 Feb 13, 2026
Black Diamond Financial, LLC History Added to 49,052 4,340 0.46% 0.49% 365 +1,487 3.13% Q4 2025 Feb 03, 2026
Thrive Capital Management, LLC History Added to 48,920 4,328 0.96% 0.75% 366 +17,216 54.3% Q4 2025 Feb 09, 2026
Dodds Wealth, LLC History Reduced 48,739 4,312 1.06% 1.15% 367 -2,118 -4.16% Q4 2025 Feb 11, 2026
Evanson Asset Management, LLC History Reduced 48,580 4,298 0.23% 0.25% 368 -578 -1.18% Q4 2025 Jan 12, 2026
Marotta Asset Management History Reduced 48,439 4,286 0.79% 0.9% 369 -3,728 -7.15% Q4 2025 Jan 07, 2026
ARK & TLK INVESTMENTS, LLC History Added to 48,226 4,267 1.17% 1.28% 370 +4,107 9.31% Q4 2025 Feb 10, 2026
Alhambra Investment Management LLC History Added to 48,171 4,262 1.98% 2.01% 371 +1,973 4.27% Q4 2025 Jan 15, 2026
Leeward Financial Partners, LLC History Added to 47,973 4,245 1.19% 1.23% 372 +849 1.8% Q4 2025 Feb 09, 2026
LifeGuide Financial Advisors, LLC History Added to 47,950 4,244 1.41% 1.58% 373 +68 0.14% Q4 2025 Jan 05, 2026
CLUNE & ASSOCIATES, LTD. History Added to 47,791 4,229 0.91% 1.0% 374 +3,939 8.98% Q4 2025 Feb 09, 2026
Kagan Cocozza Asset Management History Added to 47,607 4,212 3.0% 3.02% 375 +3,952 9.05% Q4 2025 Jan 23, 2026
Peak Retirement Planning, Inc. History Added to 47,473 4,200 0.98% 0.77% 376 +17,690 59.4% Q4 2025 Feb 10, 2026
CMH Wealth Management LLC History Added to 47,317 4,187 0.9% 0.92% 377 +319 0.68% Q4 2025 Jan 13, 2026
BOS Asset Management, LLC History Added to 47,273 4,183 1.12% 1.13% 378 +3,525 8.06% Q4 2025 Jan 09, 2026
MBL Wealth, LLC History Reduced 47,047 4,163 0.33% 0.41% 379 -4,086 -7.99% Q4 2025 Jan 21, 2026
Zeit Capital LLC History Reduced 46,342 4,100 2.77% 3.02% 380 -2,209 -4.55% Q4 2025 Jan 26, 2026
Payne Capital Management, LLC History Added to 46,333 4,100 1.29% 1.31% 381 +1,688 3.78% Q4 2025 Feb 02, 2026
UNIVEST FINANCIAL Corp History New 45,922 4,063 0.22% 382 +45,922 New Q4 2025 Feb 04, 2026
CONNING INC. History Added to 45,628 4,037 0.14% 0.12% 383 +5,278 13.08% Q4 2025 Feb 05, 2026
WOLFF WIESE MAGANA LLC History Added to 45,590 4,034 2.21% 2.25% 384 +2,060 4.73% Q4 2025 Jan 14, 2026
Manchester Capital Management LLC History Added to 45,105 3,991 0.54% 0.52% 385 +2,863 6.78% Q4 2025 Feb 11, 2026
CHOREO, LLC History Reduced 44,034 3,928 0.05% 0.05% 386 -1,263 -2.79% Q4 2025 Jan 23, 2026
LEGACY FINANCIAL GROUP, INC. History Reduced 44,387 3,927 1.03% 1.13% 387 -549 -1.22% Q4 2025 Feb 06, 2026
Disciplined Investments, LLC History Reduced 44,326 3,922 1.51% 1.69% 388 -2,135 -4.6% Q4 2025 Feb 05, 2026
MGO ONE SEVEN LLC History Added to 43,698 3,866 0.08% 0.09% 389 +2,204 5.31% Q4 2025 Feb 03, 2026
Warwick Investment Management, Inc. History Reduced 43,460 3,845 0.59% 0.7% 390 -854 -1.93% Q4 2025 Jan 15, 2026
Matrix Trust Co History Added to 43,390 3,840 0.63% 0.59% 391 +1,976 4.77% Q4 2025 Jan 13, 2026
IMC-Chicago, LLC History Added to 42,785 3,786 0.0% 0.0% 392 +26,843 168.38% Q4 2025 Jan 29, 2026
Dougherty Wealth Advisers LLC History Added to 42,628 3,772 2.13% 2.1% 393 +6,943 19.46% Q4 2025 Jan 29, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History Reduced 42,562 3,766 1.14% 1.24% 394 -467 -1.09% Q4 2025 Jan 13, 2026
Sigma Planning Corp History Added to 41,792 3,740 0.1% 0.1% 395 +1,826 4.57% Q4 2025 Jan 30, 2026
Zhang Financial LLC History Reduced 42,229 3,736 0.14% 0.17% 396 -4,893 -10.38% Q4 2025 Feb 10, 2026
MFA Wealth Services History Added to 42,229 3,736 2.52% 2.64% 397 +330 0.79% Q4 2025 Jan 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 42,036 3,719 0.1% 0.1% 398 +5,331 14.52% Q4 2025 Feb 03, 2026
IF Advisors, LLC History New 41,985 3,715 3.02% 399 +41,985 New Q4 2025 Feb 10, 2026
Vise Technologies, Inc. History Added to 41,695 3,689 0.07% 0.04% 400 +28,736 221.75% Q4 2025 Feb 11, 2026
Cordoba Advisory Partners LLC History New 41,490 3,671 0.91% 401 +41,490 New Q4 2025 Feb 13, 2026
ELEVATE WEALTH ADVISORY, INC History Added to 40,855 3,615 2.47% 2.51% 402 +3,087 8.17% Q4 2025 Jan 27, 2026
WALLER FINANCIAL PLANNING GROUP, INC History Reduced 40,622 3,594 0.8% 0.95% 403 -4,752 -10.47% Q4 2025 Jan 13, 2026
PROFFITT & GOODSON INC History Reduced 40,514 3,585 0.5% 0.54% 404 -555 -1.35% Q4 2025 Jan 27, 2026
Summit Financial, LLC History Added to 40,369 3,572 0.05% 0.06% 405 +764 1.93% Q4 2025 Feb 13, 2026
CENTRAL TRUST Co History Added to 39,795 3,521 0.07% 0.07% 406 +2,621 7.05% Q4 2025 Feb 02, 2026
Abound Wealth Management History Reduced 39,718 3,514 0.82% 0.93% 407 -880 -2.17% Q4 2025 Jan 12, 2026
RFG Advisory, LLC History Added to 39,594 3,503 0.07% 0.07% 408 +3,711 10.34% Q4 2025 Feb 03, 2026
Prudent Man Advisors, LLC History Reduced 39,535 3,498 1.27% 1.35% 409 -538 -1.34% Q4 2025 Feb 11, 2026
MACQUARIE GROUP LTD History Added to 39,316 3,479 0.02% 0.0% 410 +28,340 258.2% Q4 2025 Feb 13, 2026
Fort Point Capital Partners LLC History Added to 38,005 3,477 0.39% 0.39% 412 +1,731 4.77% Q4 2025 Feb 13, 2026
BTG Pactual Asset Management US LLC History Added to 39,303 3,477 0.34% 0.16% 411 +140 0.36% Q4 2025 Feb 17, 2026
FDx Advisors, Inc. History Added to 39,138 3,463 1.77% 1.02% 413 +843 2.2% Q4 2025 Feb 10, 2026
Greenspring Advisors, LLC History New 38,775 3,431 0.21% 414 +38,775 New Q4 2025 Feb 10, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 38,681 3,422 0.31% 0.34% 415 -3,209 -7.66% Q4 2025 Jan 30, 2026
Intergy Private Wealth, LLC History Added to 38,619 3,417 1.03% 1.08% 416 +970 2.58% Q4 2025 Jan 22, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 38,594 3,415 0.06% 0.03% 417 +24,308 170.15% Q4 2025 Feb 19, 2026
Financial & Tax Architects, LLC History New 38,508 3,407 0.77% 418 +38,508 New Q4 2025 Jan 21, 2026
Finhabits Advisors LLC History New 38,493 3,406 3.2% 419 +38,493 New Q4 2025 Jan 29, 2026
SMART Wealth LLC History Reduced 38,449 3,402 1.04% 1.43% 420 -2,970 -7.17% Q4 2025 Jan 26, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 38,269 3,386 1.22% 1.28% 421 +836 2.23% Q4 2025 Jan 14, 2026
WEDBUSH SECURITIES INC History Added to 38,158 3,377 0.1% 0.11% 422 +2,411 6.74% Q4 2025 Feb 12, 2026
Apella Capital, LLC History Added to 38,131 3,374 0.07% 0.03% 423 +25,110 192.84% Q4 2025 Jan 21, 2026
Geneos Wealth Management Inc. History Reduced 38,120 3,373 0.08% 0.1% 424 -4,729 -11.04% Q4 2025 Jan 28, 2026
South Dakota Investment Council History New 38,000 3,363 0.06% 426 +38,000 New Q4 2025 Feb 12, 2026
Global Endowment Management, LP History No change 38,000 3,363 0.42% 0.43% 425 0 0.0% Q4 2025 Feb 13, 2026
ASPIRIANT, LLC History Added to 37,981 3,361 0.1% 0.1% 427 +863 2.33% Q4 2025 Jan 20, 2026
Integrated Advisors Network LLC History Added to 37,875 3,351 0.15% 0.13% 428 +4,292 12.78% Q4 2025 Feb 17, 2026
Tradition Wealth Management, LLC History Reduced 37,850 3,349 0.24% 0.26% 429 -675 -1.75% Q4 2025 Feb 11, 2026
FIRST FOUNDATION ADVISORS History Added to 37,795 3,344 0.13% 0.13% 430 +724 1.95% Q4 2025 Feb 04, 2026
Stratos Wealth Advisors, LLC History Reduced 37,625 3,329 0.16% 0.22% 431 -12,730 -25.28% Q4 2025 Jan 20, 2026
Frank, Rimerman Advisors LLC History Added to 37,628 3,329 0.21% 0.2% 432 +3,633 10.69% Q4 2025 Jan 15, 2026
PEAK6 LLC History Reduced 37,600 3,327 0.01% 0.01% 433 -12,300 -24.65% Q4 2025 Mar 12, 2026
Running Point Capital Advisors, LLC History Reduced 37,186 3,290 0.9% 1.02% 434 -4,480 -10.75% Q4 2025 Feb 17, 2026
Vestmark Advisory Solutions, Inc. History Added to 37,100 3,282 0.04% 0.04% 435 +15,228 69.62% Q4 2025 Feb 06, 2026
One Day In July LLC History Reduced 37,048 3,278 0.27% 0.4% 436 -14,962 -28.77% Q4 2025 Feb 04, 2026
Compass Ion Advisors, LLC History Reduced 36,757 3,252 0.31% 0.33% 437 -1,184 -3.12% Q4 2025 Jan 29, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History New 34,280 3,242 3.16% 438 +34,280 New Q4 2025 Feb 17, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Added to 36,550 3,234 0.32% 0.34% 439 +942 2.65% Q4 2025 Jan 27, 2026
Tillman Hartley LLC History Added to 36,420 3,222 0.81% 0.85% 440 +638 1.78% Q4 2025 Feb 13, 2026
Praetorian Wealth Management, Inc. History Added to 36,286 3,211 0.64% 0.59% 441 +4,689 14.84% Q4 2025 Jan 14, 2026
CROBAN History Added to 36,257 3,208 1.55% 1.26% 444 +15,553 75.12% Q4 2025 Feb 13, 2026
Texas Yale Capital Corp. History Added to 36,263 3,208 0.1% 0.1% 442 +1,695 4.9% Q4 2025 Feb 10, 2026
Waldron Private Wealth LLC History Added to 36,263 3,208 0.13% 0.13% 443 +37 0.1% Q4 2025 Jan 14, 2026
ENCOMPASS WEALTH ADVISORS, LLC History Reduced 36,137 3,197 1.09% 1.13% 445 -123 -0.34% Q4 2025 Jan 22, 2026
Frontier Asset Management, LLC History Reduced 36,010 3,186 0.74% 0.85% 446 -1,390 -3.72% Q4 2025 Feb 04, 2026
Truepoint, Inc. History Added to 35,990 3,184 0.07% 0.05% 447 +10,878 43.32% Q4 2025 Feb 11, 2026
Compound Planning, Inc. History Added to 35,964 3,182 0.09% 0.1% 448 +2,973 9.01% Q4 2025 Feb 19, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History Added to 35,913 3,178 0.92% 0.97% 449 +540 1.53% Q4 2025 Jan 08, 2026
Richmond Brothers, Inc. History Reduced 35,842 3,171 2.02% 2.22% 450 -2,616 -6.8% Q4 2025 Feb 12, 2026
Global Retirement Partners, LLC History Added to 35,664 3,155 0.06% 0.06% 451 +4,164 13.22% Q4 2025 Feb 06, 2026
Houlihan Financial Resource Group, Ltd. History Added to 35,169 3,149 1.2% 1.36% 452 +18,277 108.2% Q4 2025 Feb 10, 2026
Moran Wealth Management, LLC History Reduced 35,480 3,139 0.1% 0.18% 453 -29,419 -45.33% Q4 2025 Jan 26, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 35,396 3,131 0.01% 0.01% 454 +10,095 39.9% Q4 2025 Feb 13, 2026
Asset Management Group, Inc. History Reduced 35,215 3,116 0.5% 0.53% 455 -243 -0.69% Q4 2025 Feb 17, 2026
Keel Point, LLC History Added to 35,128 3,108 0.19% 0.18% 456 +2,404 7.35% Q4 2025 Feb 12, 2026
Carter Financial, LLC History New 34,961 3,093 2.73% 457 +34,961 New Q4 2025 Mar 17, 2026
Kure Advisory, LLC History Added to 34,683 3,069 1.72% 1.8% 458 +2,841 8.92% Q4 2025 Jan 08, 2026
WEBSTER BANK, N. A. History Reduced 34,461 3,049 0.29% 0.31% 459 -618 -1.76% Q4 2025 Jan 23, 2026
Cascade Financial Partners, LLC History Reduced 34,423 3,046 0.31% 0.37% 460 -1,337 -3.74% Q4 2025 Feb 06, 2026
Transcendent Capital Group LLC History Added to 34,133 3,020 1.37% 1.35% 462 +1,077 3.26% Q4 2025 Jan 26, 2026
ArchPoint Investors History No change 34,136 3,020 0.72% 0.86% 461 0 0.0% Q4 2025 Feb 13, 2026
Wedmont Private Capital History Reduced 33,688 2,981 0.1% 0.12% 463 -2,612 -7.2% Q4 2025 Jan 08, 2026
Retirement Planning Group, LLC History Reduced 33,680 2,980 0.1% 0.13% 464 -5,841 -14.78% Q4 2025 Feb 03, 2026
Anchor Investment Management, LLC History Added to 33,641 2,976 0.24% 0.25% 465 +973 2.98% Q4 2025 Feb 26, 2026
Foundation Wealth Management, LLC\PA History Reduced 33,629 2,975 1.08% 2.55% 466 -38,327 -53.26% Q4 2025 Jan 15, 2026
My Personal CFO, LLC History Reduced 33,579 2,971 1.24% 2.55% 467 -38,377 -53.33% Q4 2025 Jan 15, 2026
Creekside Partners History Added to 33,580 2,971 1.26% 1.34% 468 +193 0.58% Q4 2025 Feb 13, 2026
J.W. COLE ADVISORS, INC. History Reduced 34,769 2,965 0.07% 0.06% 469 -1,924 -5.24% Q4 2025 Feb 11, 2026
TMB Capital Partners, LLC History New 33,201 2,937 1.0% 470 +33,201 New Q4 2025 Feb 19, 2026
Sterling Wealth Management, Inc. History Reduced 33,086 2,927 0.83% 1.04% 471 -4,412 -11.77% Q4 2025 Feb 17, 2026
JUNCTURE WEALTH STRATEGIES, LLC History Reduced 32,841 2,906 0.96% 1.09% 472 -2,761 -7.76% Q4 2025 Jan 27, 2026
Liberty Capital Management, Inc. History Reduced 32,762 2,899 0.54% 0.6% 473 -2,392 -6.8% Q4 2025 Jan 26, 2026
FLOW TRADERS U.S. LLC History New 32,586 2,884 0.09% 474 +32,586 New Q4 2025 Feb 13, 2026
Blueprint Investment Partners LLC History Reduced 32,496 2,875 0.31% 0.46% 475 -3,404 -9.48% Q4 2025 Feb 17, 2026
Pinnacle Financial Group, LLC / IL History Reduced 32,499 2,875 0.83% 0.94% 476 -1,360 -4.02% Q4 2025 Feb 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History Reduced 32,454 2,871 0.02% 0.18% 478 -201,199 -86.11% Q4 2025 Jan 14, 2026
WHITTIER TRUST CO OF NEVADA INC History Added to 32,131 2,871 0.06% 0.06% 477 +106 0.33% Q4 2025 Jan 26, 2026
Perigon Wealth Management, LLC History Added to 32,441 2,870 0.05% 0.06% 479 +2,910 9.85% Q4 2025 Jan 16, 2026
Soltis Investment Advisors LLC History Reduced 32,155 2,845 0.19% 0.24% 480 -5,083 -13.65% Q4 2025 Apr 02, 2026
Blueprint Financial Advisors LLC History Reduced 32,080 2,838 0.43% 0.71% 481 -3,610 -10.11% Q4 2025 Feb 13, 2026
AMI INVESTMENT MANAGEMENT INC History Added to 32,019 2,833 0.64% 0.61% 482 +3,290 11.45% Q4 2025 Jan 14, 2026
NATIXIS ADVISORS, LLC History Reduced 31,997 2,831 0.0% 0.01% 483 -34,129 -51.61% Q4 2025 Feb 10, 2026
Virtu Financial LLC History New 31,866 2,820 0.11% 484 +31,866 New Q4 2025 Feb 23, 2026
Brindle & Bay Financial Advisors, LLC History New 31,844 2,817 1.87% 485 +31,844 New Q4 2025 Jan 29, 2026
Laird Norton Wetherby Trust Company, LLC History New 31,792 2,813 0.06% 486 +31,792 New Q4 2025 Feb 17, 2026
E&R Wealth Management, LLC History New 31,648 2,800 2.92% 487 +31,648 New Q4 2025 Feb 11, 2026
Obsido Oy History Added to 31,529 2,790 1.71% 1.71% 488 +3,369 11.96% Q4 2025 Feb 17, 2026
SEAMOUNT FINANCIAL GROUP INC History Added to 31,442 2,782 1.26% 1.34% 489 +476 1.54% Q4 2025 Jan 26, 2026
Dynamic Advisor Solutions LLC History Reduced 31,370 2,775 0.09% 0.09% 490 -2,254 -6.7% Q4 2025 Jan 09, 2026
Sterling Financial Planning, Inc. History Added to 31,331 2,772 0.84% 0.89% 491 +339 1.09% Q4 2025 Jan 27, 2026
Atlas Legacy Advisors, LLC History Added to 31,299 2,769 0.48% 0.46% 492 +4,954 18.8% Q4 2025 Jan 29, 2026
M Holdings Securities, Inc. History Added to 30,969 2,740 0.2% 0.45% 493 +7,608 32.57% Q4 2025 Feb 11, 2026
Family Legacy, Inc. History Added to 30,739 2,720 0.81% 0.84% 494 +528 1.75% Q4 2025 Feb 04, 2026
Csenge Advisory Group History New 30,699 2,716 0.12% 495 +30,699 New Q4 2025 Feb 06, 2026
BLUELINE ADVISORS LLC History New 30,660 2,713 2.21% 496 +30,660 New Q4 2025 Feb 10, 2026
Clarity Capital Advisors, LLC History Added to 30,526 2,701 1.35% 1.39% 497 +2,641 9.47% Q4 2025 Feb 11, 2026
Asset Advisory Group, Inc. History New 30,422 2,692 1.34% 498 +30,422 New Q4 2025 Feb 12, 2026
Destination Wealth Management History Added to 30,411 2,691 0.07% 0.08% 499 +520 1.74% Q4 2025 Feb 13, 2026
Infinity Wealth Counsel, LLC History Added to 30,224 2,674 2.44% 2.55% 500 +1,440 5.0% Q4 2025 Jan 15, 2026
Decker Retirement Planning Inc. History Added to 30,157 2,668 1.33% 1.36% 501 +3,012 11.1% Q4 2025 Jan 26, 2026
Manhattan West Asset Management, LLC History Reduced 30,002 2,654 0.54% 0.63% 502 -2,589 -7.94% Q4 2025 Feb 02, 2026
CAHILL FINANCIAL ADVISORS INC History Reduced 29,887 2,644 0.29% 0.32% 503 -897 -2.91% Q4 2025 Feb 18, 2026
LBJ Family Wealth Advisors, Ltd. History Added to 29,862 2,643 1.45% 1.49% 504 +8 0.03% Q4 2025 Jan 02, 2026
FIRST CITIZENS BANK & TRUST CO History Reduced 29,807 2,637 0.06% 0.06% 505 -1,520 -4.85% Q4 2025 Feb 18, 2026
PINNACLE ASSOCIATES LTD History Reduced 29,728 2,630 0.03% 0.04% 506 -3,426 -10.33% Q4 2025 Feb 05, 2026
Rialto Wealth Management, LLC History Added to 29,620 2,621 0.63% 0.68% 507 +694 2.4% Q4 2025 Jan 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 29,612 2,620 0.01% 0.02% 508 +1,260 4.44% Q4 2025 Feb 11, 2026
Broadview Financial Management, LLC History Added to 29,363 2,598 1.74% 1.77% 509 +623 2.17% Q4 2025 Feb 13, 2026
NorthLanding Financial Partners, LLC History Added to 29,129 2,577 2.07% 2.1% 510 +1,622 5.9% Q4 2025 Jan 26, 2026
CORRADO ADVISORS, LLC History Added to 29,082 2,573 1.29% 1.34% 511 +1,777 6.51% Q4 2025 Feb 10, 2026
LM Advisors LLC History Reduced 228 2,571 0.05% 0.03% 512 -2,343 -91.13% Q4 2025 Feb 13, 2026
Quantinno Capital Management LP History Added to 28,977 2,564 0.01% 0.01% 513 +2,273 8.51% Q4 2025 Feb 17, 2026
NewEdge Wealth, LLC History Added to 28,768 2,545 0.03% 0.04% 515 +1,187 4.3% Q4 2025 Feb 03, 2026
COURIER CAPITAL LLC History Added to 28,766 2,545 0.14% 0.15% 514 +576 2.04% Q4 2025 Jan 29, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 28,736 2,542 0.01% 0.01% 516 +351 1.24% Q4 2025 Feb 05, 2026
BTC Capital Management, Inc. History No change 28,609 2,539 0.18% 0.18% 517 0 0.0% Q4 2025 Jan 15, 2026
Index Fund Advisors, Inc. History Reduced 28,603 2,531 0.12% 0.13% 518 -304 -1.05% Q4 2025 Jan 29, 2026
Symmetry Partners, LLC History Added to 28,447 2,517 0.15% 0.26% 519 +2,770 10.79% Q4 2025 Jan 27, 2026
Axos Invest Inc. History Added to 28,374 2,510 1.85% 1.81% 520 +1,949 7.38% Q4 2025 Jan 23, 2026
Unison Advisors LLC History Added to 28,346 2,508 0.22% 0.23% 521 +293 1.04% Q4 2025 Jan 21, 2026
Savvy Advisors, Inc. History Added to 28,276 2,502 0.08% 0.04% 522 +17,941 173.59% Q4 2025 Jan 20, 2026
Andrews Advisory Associates, LLC History New 27,899 2,468 1.31% 523 +27,899 New Q4 2025 Feb 18, 2026
Johnson Wealth Management, LLC History New 27,681 2,449 1.22% 524 +27,681 New Q4 2025 Feb 11, 2026
One Capital Management, LLC History Added to 27,612 2,443 0.07% 0.07% 525 +1,906 7.41% Q4 2025 Feb 10, 2026
One Degree Advisors Inc History Reduced 27,471 2,430 0.67% 1.01% 527 -8,606 -23.85% Q4 2025 Feb 06, 2026
NOVEM GROUP History Added to 27,463 2,430 0.28% 0.28% 526 +1,345 5.15% Q4 2025 Jan 27, 2026
PURE PORTFOLIOS HOLDINGS LLC History Added to 27,318 2,417 0.73% 0.64% 528 +4,794 21.28% Q4 2025 Jan 30, 2026
Plus Group Wealth Advisors LLC History New 27,246 2,410 2.67% 529 +27,246 New Q4 2025 Feb 05, 2026
Western Wealth Management, LLC History Added to 27,075 2,395 0.11% 0.04% 530 +19,400 252.77% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 26,909 2,381 0.03% 0.03% 531 -3,360 -11.1% Q4 2025 Jan 16, 2026
HORIZON BANCORP INC /IN/ History Reduced 26,839 2,375 1.16% 1.17% 532 -79 -0.29% Q4 2025 Feb 11, 2026
Colorado Capital Management, Inc. History Reduced 26,799 2,371 0.89% 0.96% 533 -435 -1.6% Q4 2025 Jan 23, 2026
FSA WEALTH PARTNERS, INC. History Added to 26,783 2,370 0.85% 0.59% 534 +10,166 61.18% Q4 2025 Jan 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 26,781 2,369 0.05% 0.05% 535 +341 1.29% Q4 2025 Feb 06, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 26,709 2,363 0.03% 0.02% 536 +2,910 12.23% Q4 2025 Feb 02, 2026
Clayton Financial Group LLC History Added to 26,674 2,360 1.2% 1.43% 537 +5,311 24.86% Q4 2025 Jan 21, 2026
DAVENPORT & Co LLC History Added to 26,660 2,359 0.01% 0.01% 538 +1,758 7.06% Q4 2025 Jan 12, 2026
Arete Wealth Advisors, LLC History Added to 26,505 2,345 0.14% 0.14% 539 +1,951 7.95% Q4 2025 Feb 13, 2026
Berkeley Capital Partners, LLC History Added to 26,437 2,339 0.55% 0.09% 540 +22,457 564.25% Q4 2025 Feb 05, 2026
MONECO ADVISORS, LLC History Added to 26,396 2,335 0.19% 0.16% 541 +5,532 26.51% Q4 2025 Feb 04, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 26,320 2,329 0.35% 0.41% 542 -1,875 -6.65% Q4 2025 Jan 13, 2026
WATERS PARKERSON & CO., LLC History Added to 26,301 2,327 0.11% 0.12% 543 +76 0.29% Q4 2025 Feb 12, 2026
Mesirow Financial Investment Management, Inc. History Reduced 26,183 2,316 0.05% 0.05% 544 -5,613 -17.65% Q4 2025 Feb 05, 2026
Scott & Selber, Inc. History Added to 26,095 2,309 0.58% 0.6% 545 +150 0.58% Q4 2025 Jan 09, 2026
Impact Partnership Wealth, LLC History Reduced 26,055 2,305 0.3% 0.51% 546 -11,144 -29.96% Q4 2025 Feb 10, 2026
BESSEMER GROUP INC History Added to 25,999 2,301 0.0% 0.0% 547 +6,111 30.73% Q4 2025 Feb 05, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 26,008 2,301 0.11% 0.1% 548 +676 2.67% Q4 2025 Jan 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 25,944 2,295 0.01% 0.01% 549 +692 2.74% Q4 2025 Jan 30, 2026
Hardin Capital Partners, LLC History Reduced 25,748 2,278 1.08% 1.27% 550 -262 -1.01% Q4 2025 Jan 09, 2026
B. Riley Wealth Advisors, Inc. History Added to 25,723 2,276 0.11% 0.11% 551 +392 1.55% Q4 2025 Feb 17, 2026
SHEPHERD KAPLAN KROCHUK, LLC History Added to 25,687 2,273 1.88% 1.75% 552 +2,318 9.92% Q4 2025 Feb 13, 2026
Capital Management Associates, Inc History Reduced 25,687 2,273 0.5% 0.65% 553 -568 -2.16% Q4 2025 Jan 21, 2026
Aureum Wealth Management, LLC History New 25,678 2,272 2.11% 554 +25,678 New Q4 2025 Jan 28, 2026
Continuum Advisory, LLC History Added to 25,600 2,265 0.23% 0.24% 555 +935 3.79% Q4 2025 Feb 11, 2026
Atria Investments, Inc History Added to 25,516 2,257 0.03% 0.03% 556 +842 3.41% Q4 2025 Feb 05, 2026
PROSPERITY BANCSHARES INC History New 25,479 2,254 2.03% 557 +25,479 New Q4 2025 Feb 17, 2026
WBH ADVISORY INC History Reduced 25,482 2,254 0.17% 0.18% 558 -797 -3.03% Q4 2025 Jan 26, 2026
Dakota Wealth Management History Added to 25,370 2,244 0.04% 0.04% 559 +1,300 5.4% Q4 2025 Jan 13, 2026
RWA WEALTH PARTNERS, LLC History Added to 25,344 2,242 0.02% 0.01% 560 +15,258 151.28% Q4 2025 Feb 12, 2026
Bay Rivers Group History Reduced 25,304 2,239 0.91% 0.98% 561 -208 -0.82% Q4 2025 Jan 07, 2026
EP Wealth Advisors, LLC History New 24,926 2,205 0.01% 562 +24,926 New Q4 2025 Feb 18, 2026
OPPENHEIMER & CO INC History Reduced 24,916 2,204 0.03% 0.06% 563 -31,312 -55.69% Q4 2025 Feb 02, 2026
Carnegie Investment Counsel History Reduced 24,906 2,203 0.04% 0.05% 564 -1,539 -5.82% Q4 2025 Jan 23, 2026
Petix & Botte Co History Reduced 24,843 2,198 0.5% 0.57% 565 -1,960 -7.31% Q4 2025 Feb 05, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 24,817 2,196 0.23% 0.24% 566 +231 0.94% Q4 2025 Feb 12, 2026
VERITY Wealth Advisors History Added to 24,712 2,186 1.36% 1.42% 567 +113 0.46% Q4 2025 Jan 07, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 24,600 2,176 0.01% 0.01% 568 0 0.0% Q4 2025 Feb 10, 2026
Marble Harbor Investment Counsel, LLC History Added to 24,500 2,168 0.23% 0.21% 569 +2,600 11.87% Q4 2025 Feb 06, 2026
Proficio Capital Partners LLC History New 24,320 2,152 0.15% 570 +24,320 New Q4 2025 Feb 12, 2026
MANNING & NAPIER ADVISORS LLC History Added to 23,985 2,139 0.03% 0.03% 571 +1,392 6.16% Q4 2025 Feb 03, 2026
SOUTHERN CAPITAL SERVICES INC /ADV History New 24,142 2,136 1.35% 572 +24,142 New Q4 2025 Feb 27, 2026
Pioneer Wealth Management Group History Added to 24,021 2,125 0.65% 0.69% 573 +633 2.71% Q4 2025 Jan 12, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History Added to 23,843 2,109 0.18% 0.17% 574 +2,548 11.97% Q4 2025 Jan 15, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 23,634 2,091 0.03% 0.02% 575 +3,220 15.77% Q4 2025 Jan 29, 2026
ROCKLAND TRUST CO History Added to 23,556 2,084 0.08% 0.08% 576 +1,370 6.18% Q4 2025 Jan 15, 2026
AE Wealth Management LLC History Added to 23,561 2,084 0.01% 0.01% 577 +311 1.34% Q4 2025 Jan 26, 2026
Focus Financial Network, Inc. History Added to 23,453 2,075 0.07% 0.07% 578 +868 3.84% Q4 2025 Jan 12, 2026
MONTAG A & ASSOCIATES INC History Added to 23,411 2,071 0.09% 0.09% 579 +964 4.29% Q4 2025 Feb 02, 2026
Retirement Planning Co of New England, Inc. History Reduced 23,261 2,058 0.83% 0.86% 580 -246 -1.05% Q4 2025 Jan 28, 2026
Sherman Asset Management, Inc. History Added to 23,144 2,048 1.73% 1.69% 581 +1,703 7.94% Q4 2025 Feb 05, 2026
Investment Advisory Group, LLC History Added to 23,133 2,047 0.53% 0.57% 582 +229 1.0% Q4 2025 Jan 23, 2026
Wealthcare Capital Partners, LLC History Reduced 23,132 2,046 0.96% 1.36% 583 -9,264 -28.6% Q4 2025 Jan 14, 2026
OneDigital Investment Advisors LLC History Reduced 23,105 2,044 0.02% 0.03% 584 -4,862 -17.38% Q4 2025 Feb 13, 2026
Safe Harbor Fiduciary, LLC History New 22,946 2,030 1.79% 585 +22,946 New Q4 2025 Feb 17, 2026
D.A. DAVIDSON & CO. History Reduced 22,916 2,027 0.01% 0.01% 586 -1,462 -6.0% Q4 2025 Jan 29, 2026
PENOBSCOT WEALTH MANAGEMENT History Added to 22,878 2,024 0.63% 0.63% 587 +1,231 5.69% Q4 2025 Feb 12, 2026
Capital Group Private Client Services, Inc. History Reduced 22,838 2,020 0.03% 0.04% 588 -5,211 -18.58% Q4 2025 Feb 11, 2026
Sound Income Strategies, LLC History Reduced 21,771 2,016 0.1% 0.11% 589 -953 -4.19% Q4 2025 Jan 21, 2026
Smithfield Trust Co History Reduced 22,765 2,015 0.09% 0.09% 590 -217 -0.94% Q4 2025 Feb 09, 2026
ST GERMAIN D J CO INC History Reduced 22,718 2,010 0.08% 0.08% 591 -415 -1.79% Q4 2025 Jan 29, 2026
Stelac Advisory Services LLC History Reduced 22,679 2,006 0.71% 0.81% 592 -3,059 -11.89% Q4 2025 Feb 12, 2026
HARBOUR INVESTMENTS, INC. History Added to 22,515 1,992 0.04% 0.04% 593 +2,907 14.83% Q4 2025 Feb 09, 2026
Frankly Finances, LLC History New 22,355 1,978 1.72% 594 +22,355 New Q4 2025 Jan 26, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 22,325 1,975 0.04% 0.05% 595 -501 -2.19% Q4 2025 Feb 05, 2026
Noble Wealth Management PBC History Reduced 22,049 1,951 0.98% 1.13% 596 -1,254 -5.38% Q4 2025 Jan 05, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 21,896 1,937 0.06% 0.08% 597 -5,403 -19.79% Q4 2025 Feb 13, 2026
Strategic Wealth Advisors LLC History New 21,697 1,919 1.64% 598 +21,697 New Q4 2025 Feb 03, 2026
Family CFO Inc History Added to 21,676 1,918 0.86% 0.85% 599 +1,496 7.41% Q4 2025 Jan 23, 2026
Retireful, LLC History New 21,491 1,917 2.4% 600 +21,491 New Q4 2025 Jan 15, 2026
Sepio Capital, LP History Reduced 21,652 1,916 0.1% 0.12% 601 -945 -4.18% Q4 2025 Feb 12, 2026
BKM Wealth Management, LLC History Added to 21,570 1,908 0.7% 0.68% 602 +1,367 6.77% Q4 2025 Jan 29, 2026
Kovack Advisors, Inc. History Added to 21,514 1,903 0.09% 0.11% 603 +8,446 64.63% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Added to 21,316 1,886 0.1% 0.09% 604 +4,860 29.53% Q4 2025 Feb 10, 2026
Independence Asset Advisors, LLC History Reduced 21,298 1,884 1.04% 1.07% 605 -6,387 -23.07% Q4 2025 Feb 02, 2026
Shepherd Financial Partners LLC History Reduced 21,274 1,882 0.17% 0.2% 606 -1,682 -7.33% Q4 2025 Feb 10, 2026
Mill Creek Capital Advisors, LLC History Reduced 21,226 1,878 0.04% 0.05% 607 -2,950 -12.2% Q4 2025 Feb 13, 2026
YANKCOM Partnership History Added to 21,215 1,877 0.8% 0.82% 608 +1,227 6.14% Q4 2025 Jan 20, 2026
Inman Jager Wealth Management, LLC History Added to 21,158 1,872 1.15% 1.2% 609 +541 2.62% Q4 2025 Jan 26, 2026
Ascent Wealth Partners, LLC History Added to 21,081 1,865 0.21% 0.21% 610 +934 4.64% Q4 2025 Feb 02, 2026
First PREMIER Bank History Added to 21,076 1,865 0.43% 0.43% 611 +216 1.04% Q4 2025 Jan 23, 2026
PARK AVENUE SECURITIES LLC History Added to 21,057 1,863 0.02% 0.01% 612 +251 1.21% Q4 2025 Jan 05, 2026
NorthCrest Asset Manangement, LLC History Reduced 20,944 1,858 0.04% 0.05% 613 -329 -1.55% Q4 2025 Jan 08, 2026
MetLife Investment Management, LLC History Added to 20,982 1,856 0.01% 0.01% 614 +3,300 18.66% Q4 2025 Feb 12, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History Reduced 19,916 1,837 0.26% 0.29% 615 -256 -1.27% Q4 2025 Feb 11, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 20,740 1,835 0.09% 0.09% 616 0 0.0% Q4 2025 Feb 02, 2026
Westwind Capital History Added to 20,624 1,825 0.37% 0.34% 617 +3,044 17.32% Q4 2025 Jan 09, 2026
TCI Wealth Advisors, Inc. History Added to 20,482 1,812 0.1% 0.1% 618 +1,352 7.07% Q4 2025 Feb 02, 2026
INVESTMENT PARTNERS, LTD. History Added to 20,467 1,811 0.63% 0.66% 619 +1 0.0% Q4 2025 Feb 10, 2026
Dorsey & Whitney Trust CO LLC History Added to 20,410 1,806 0.1% 0.09% 620 +1,202 6.26% Q4 2025 Feb 11, 2026
Breakwater Investment Management History Reduced 20,403 1,805 0.65% 0.75% 621 -1,780 -8.02% Q4 2025 Feb 02, 2026
CGN Advisors LLC History Added to 20,375 1,802 0.14% 0.14% 622 +1,302 6.83% Q4 2025 Jan 05, 2026
Etesian Wealth Advisors, Inc. History Reduced 20,325 1,798 0.56% 0.66% 623 -1,701 -7.72% Q4 2025 Feb 11, 2026
HALL CAPITAL MANAGEMENT CO INC History Added to 20,312 1,797 0.69% 0.71% 624 +546 2.76% Q4 2025 Feb 17, 2026
Prime Buchholz LLC History Added to 20,265 1,793 1.06% 1.02% 625 +12 0.06% Q4 2025 Feb 11, 2026
BOSTON FAMILY OFFICE LLC History Added to 20,234 1,790 0.11% 0.11% 626 +1,318 6.97% Q4 2025 Feb 13, 2026
Concurrent Investment Advisors, LLC History Added to 20,120 1,780 0.02% 0.02% 627 +4,231 26.63% Q4 2025 Jan 29, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History Reduced 20,118 1,780 1.32% 1.46% 628 -67 -0.33% Q4 2025 Jan 14, 2026
CORDA Investment Management, LLC. History New 20,110 1,779 0.13% 630 +20,110 New Q4 2025 Feb 03, 2026
Flaharty Asset Management, LLC History Added to 20,106 1,779 0.22% 0.21% 631 +1,771 9.66% Q4 2025 Feb 06, 2026
Ifrah Financial Services, Inc. History Reduced 20,105 1,779 0.46% 0.48% 629 -186 -0.92% Q4 2025 Jan 22, 2026
Aspen Investment Management Inc History Reduced 20,098 1,778 0.54% 1.31% 632 -17,082 -45.94% Q4 2025 Feb 06, 2026
Hutchens & Kramer Investment Management Group, LLC History Added to 20,049 1,774 0.61% 0.42% 633 +8,495 73.52% Q4 2025 Jan 08, 2026
Opus Financial Solutions LLC History New 20,047 1,773 1.67% 634 +20,047 New Q4 2025 Feb 17, 2026
REGIONS FINANCIAL CORP History New 19,963 1,766 0.01% 635 +19,963 New Q4 2025 Jan 27, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 19,929 1,764 0.28% 0.33% 636 -2,305 -10.37% Q4 2025 Jan 08, 2026
GC Wealth Management RIA, LLC History Reduced 19,848 1,756 0.06% 0.07% 637 -3,606 -15.37% Q4 2025 Jan 30, 2026
Equitable Holdings, Inc. History Reduced 19,829 1,754 0.01% 0.02% 638 -5,392 -21.38% Q4 2025 Feb 17, 2026
Brooklyn FI, LLC History Reduced 19,777 1,750 0.37% 0.54% 639 -6,673 -25.23% Q4 2025 Jan 21, 2026
MARYLAND CAPITAL ADVISORS INC. History Reduced 19,640 1,737 0.59% 0.68% 640 -1,111 -5.35% Q4 2025 Jan 20, 2026
Aquire Wealth Advisors, LLC History Reduced 19,462 1,722 0.45% 0.5% 641 -2,579 -11.7% Q4 2025 Jan 07, 2026
Gradient Capital Advisors, LLC History Added to 19,401 1,716 0.44% 0.43% 642 +1,742 9.86% Q4 2025 Feb 06, 2026
Motley Fool Wealth Management, LLC History Added to 19,182 1,697 0.13% 0.06% 643 +9,159 91.38% Q4 2025 Feb 11, 2026
Orion Capital Management LLC History Added to 19,099 1,690 0.57% 0.59% 644 +464 2.49% Q4 2025 Feb 03, 2026
Samalin Investment Counsel, LLC History Added to 18,991 1,680 0.6% 0.58% 645 +645 3.52% Q4 2025 Jan 30, 2026
NBT BANK N A /NY History Reduced 17,691 1,678 0.11% 0.11% 646 -35 -0.2% Q4 2025 Jan 23, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 18,961 1,677 0.0% 0.0% 647 +5,002 35.83% Q4 2025 Feb 17, 2026
Simmons Bank History Reduced 18,961 1,677 0.11% 0.12% 648 -153 -0.8% Q4 2025 Feb 05, 2026
River Street Advisors LLC History Reduced 18,881 1,670 0.63% 0.82% 649 -4,353 -18.74% Q4 2025 Jan 26, 2026
Roundview Capital LLC History Added to 18,851 1,668 0.1% 0.09% 650 +2,999 18.92% Q4 2025 Feb 09, 2026
Field & Main Bank History Added to 18,809 1,664 0.48% 0.5% 651 +160 0.86% Q4 2025 Jan 28, 2026
MGO Private Wealth, LLC History Added to 18,731 1,657 1.03% 0.64% 652 +7,122 61.35% Q4 2025 Feb 10, 2026
Vivaldi Capital Management LP History Added to 18,722 1,656 0.23% 0.23% 653 +808 4.51% Q4 2025 Feb 13, 2026
Covenant Asset Management, LLC History Added to 18,682 1,653 0.2% 0.19% 654 +38 0.2% Q4 2025 Jan 30, 2026
AlphaCore Capital LLC History Added to 18,622 1,647 0.04% 0.06% 655 +2 0.01% Q4 2025 Feb 05, 2026
First Financial Bank - Trust Division History Reduced 18,599 1,645 0.14% 0.15% 656 -611 -3.18% Q4 2025 Jan 02, 2026
SOUTH PLAINS FINANCIAL, INC. History Reduced 18,585 1,644 0.98% 1.06% 657 -30 -0.16% Q4 2025 Feb 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History Reduced 18,544 1,640 0.02% 0.02% 658 -11 -0.06% Q4 2025 Jan 22, 2026
SAX WEALTH ADVISORS, LLC History Reduced 18,525 1,639 0.08% 0.12% 659 -5,183 -21.86% Q4 2025 Jan 12, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History Added to 18,515 1,638 0.34% 0.32% 660 +2,227 13.67% Q4 2025 Feb 09, 2026
Vermillion Wealth Management, Inc. History Added to 18,241 1,614 0.66% 0.43% 661 +681 3.88% Q4 2025 Feb 11, 2026
Value Investment Professionals, LLC History New 18,196 1,610 1.69% 662 +18,196 New Q4 2025 Feb 11, 2026
Montecito Bank & Trust History Reduced 18,144 1,605 0.26% 0.26% 663 -414 -2.23% Q4 2025 Jan 09, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 18,018 1,594 0.11% 0.11% 664 +441 2.51% Q4 2025 Feb 12, 2026
IFG Advisory, LLC History Added to 17,930 1,586 0.07% 0.07% 666 +1,095 6.5% Q4 2025 Feb 10, 2026
CITY HOLDING CO History Reduced 17,924 1,586 0.2% 0.21% 665 -155 -0.86% Q4 2025 Jan 22, 2026
Austin Wealth Management, LLC History Reduced 17,769 1,586 0.23% 0.26% 667 -12 -0.07% Q4 2025 Jan 26, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 17,888 1,582 0.07% 0.08% 668 -2,196 -10.93% Q4 2025 Feb 09, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 17,834 1,578 0.0% 0.0% 669 +7,684 75.7% Q4 2025 Feb 05, 2026
Prospect Financial Group LLC History Added to 17,821 1,576 1.47% 1.55% 670 +426 2.45% Q4 2025 Feb 10, 2026
Composition Wealth, LLC History Added to 17,733 1,569 0.02% 0.02% 671 +4,656 35.6% Q4 2025 Feb 02, 2026
Alpine Bank Wealth Management History Reduced 17,650 1,561 0.22% 0.24% 672 -885 -4.77% Q4 2025 Jan 15, 2026
Squarepoint Ops LLC History Reduced 17,500 1,548 0.0% 0.0% 673 -10,300 -37.05% Q4 2025 Feb 13, 2026
Novak & Powell Financial Services, Inc. History Reduced 17,385 1,538 0.8% 0.84% 674 -48 -0.28% Q4 2025 Feb 10, 2026
Tortoise Investment Management, LLC History Added to 17,355 1,535 0.13% 0.13% 675 +804 4.86% Q4 2025 Feb 06, 2026
Burton Enright Welch History Reduced 17,347 1,535 0.22% 0.24% 676 -311 -1.76% Q4 2025 Feb 13, 2026
Slow Capital, Inc. History Added to 17,279 1,529 0.18% 0.18% 677 +948 5.8% Q4 2025 Jan 26, 2026
Rockbridge Investment Management, LCC History Reduced 17,238 1,525 0.14% 0.16% 678 -399 -2.26% Q4 2025 Feb 04, 2026
Summit Trail Advisors, LLC History Added to 17,157 1,518 0.03% 0.01% 679 +12,394 260.21% Q4 2025 Feb 17, 2026
Palisades Hudson Asset Management, L.P. History Reduced 17,132 1,516 0.59% 0.82% 680 -7,644 -30.85% Q4 2025 Jan 30, 2026
St. Louis Trust Co History No change 17,133 1,516 0.17% 0.2% 681 0 0.0% Q4 2025 Feb 09, 2026
Sierra Capital LLC History Added to 17,061 1,510 0.16% 0.17% 682 +3 0.02% Q4 2025 Feb 18, 2026
Box Hill Private Wealth LLC History New 16,980 1,502 1.52% 684 +16,980 New Q4 2025 Feb 09, 2026
Beaird Harris Wealth Management, LLC History Reduced 16,982 1,502 0.1% 0.14% 683 -5,193 -23.42% Q4 2025 Feb 23, 2026
CWA Asset Management Group, LLC History Reduced 16,956 1,500 0.05% 0.07% 685 -2,475 -12.74% Q4 2025 Jan 07, 2026
RETIREMENT FINANCIAL SOLUTIONS, LLC History Added to 16,940 1,499 0.44% 0.21% 686 +9,618 131.36% Q4 2025 Feb 13, 2026
TI-TRUST, INC History Added to 16,930 1,498 0.92% 0.97% 687 +38 0.22% Q4 2025 Jan 23, 2026
Valeo Financial Advisors, LLC History Reduced 16,903 1,495 0.03% 0.04% 688 -256 -1.49% Q4 2025 Feb 04, 2026
Lutz Financial Services LLC History Reduced 16,813 1,487 0.1% 0.11% 689 -35 -0.21% Q4 2025 Feb 06, 2026
Five Pine Wealth Management History Added to 16,790 1,485 0.95% 0.81% 690 +3,640 27.68% Q4 2025 Jan 21, 2026
NerdWallet Wealth Partners, LLC History Added to 16,778 1,484 0.67% 0.75% 691 +71 0.42% Q4 2025 Jan 13, 2026
GLOBALT Investments LLC / GA History No change 16,750 1,482 0.05% 0.06% 692 0 0.0% Q4 2025 Feb 06, 2026
1834 INVESTMENT ADVISORS CO History No change 16,723 1,479 0.19% 0.19% 693 0 0.0% Q4 2025 Jan 29, 2026
OneAscent Financial Services LLC History Added to 16,683 1,476 0.14% 0.15% 695 +3,157 23.34% Q4 2025 Feb 11, 2026
Joel Isaacson & Co., LLC History Added to 16,690 1,476 0.05% 0.05% 694 +659 4.11% Q4 2025 Jan 30, 2026
FLAGSTAR ADVISORS INC History Reduced 16,608 1,469 0.49% 0.56% 696 -3,292 -16.54% Q4 2025 Jan 13, 2026
Federation des caisses Desjardins du Quebec History Added to 16,590 1,467 0.01% 0.0% 697 +5,790 53.61% Q4 2025 Feb 12, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 16,283 1,466 0.07% 0.09% 698 -1,099 -6.32% Q4 2025 Feb 03, 2026
Gryphon Financial Partners LLC History Reduced 16,455 1,456 0.16% 0.2% 699 -2,855 -14.79% Q4 2025 Jan 08, 2026
HANOVER ADVISORS INC History Reduced 16,445 1,455 0.56% 0.59% 700 -204 -1.23% Q4 2025 Feb 17, 2026
EPIQ PARTNERS, LLC History New 16,396 1,450 0.68% 702 +16,396 New Q4 2025 Jan 07, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 16,387 1,450 0.08% 0.08% 701 +1,860 12.8% Q4 2025 Jan 13, 2026
TWO SIGMA SECURITIES, LLC History New 16,382 1,449 0.2% 703 +16,382 New Q4 2025 Feb 17, 2026
Cornerstone Wealth Management, LLC History Reduced 16,358 1,447 0.08% 0.1% 704 -2,588 -13.66% Q4 2025 Feb 05, 2026
North Berkeley Wealth Management, LLC History Reduced 16,338 1,445 0.85% 1.19% 705 -109 -0.66% Q4 2025 Feb 10, 2026
Choate Investment Advisors History Reduced 16,311 1,443 0.03% 0.04% 706 -4,207 -20.5% Q4 2025 Feb 09, 2026
OpenArc Corporate Advisory, LLC History New 16,262 1,439 0.02% 707 +16,262 New Q4 2025 Feb 13, 2026
Institute for Wealth Management, LLC. History Added to 16,246 1,437 0.15% 0.15% 708 +454 2.87% Q4 2025 Jan 27, 2026
Mount Lucas Management LP History Added to 16,234 1,436 0.57% 0.58% 710 +659 4.23% Q4 2025 Feb 05, 2026
TRUSTMARK BANK TRUST DEPARTMENT History Reduced 16,235 1,436 0.09% 0.1% 709 -460 -2.76% Q4 2025 Feb 17, 2026
Verde Capital Management History Added to 16,222 1,435 0.31% 0.3% 711 +1,184 7.87% Q4 2025 Feb 06, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History Reduced 16,213 1,434 0.26% 0.28% 712 -202 -1.23% Q4 2025 Jan 29, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History Added to 16,196 1,433 0.5% 0.39% 713 +5,497 51.38% Q4 2025 Feb 13, 2026
Cooke Wealth Management, LLC History New 15,676 1,424 1.24% 714 +15,676 New Q4 2025 Jan 21, 2026
Garner Asset Management Corp History Added to 16,059 1,421 0.55% 0.35% 715 +6,545 68.79% Q4 2025 Feb 03, 2026
Litman Gregory Wealth Management LLC History Reduced 16,011 1,416 0.1% 0.11% 716 -109 -0.68% Q4 2025 Feb 12, 2026
ROTHSCHILD INVESTMENT LLC History Added to 15,990 1,414 0.08% 0.08% 717 +844 5.57% Q4 2025 Feb 10, 2026
Centennial Bank/AR/ History Reduced 15,892 1,406 0.56% 0.58% 718 -150 -0.94% Q4 2025 Feb 17, 2026
PLIMOTH TRUST CO LLC History Reduced 15,854 1,402 0.31% 0.56% 719 -11,396 -41.82% Q4 2025 Jan 27, 2026
ECLECTIC ASSOCIATES INC /ADV History Added to 15,823 1,400 0.22% 0.2% 720 +3,623 29.7% Q4 2025 Feb 03, 2026
Graetz Wealth LLC History New 15,789 1,397 1.27% 721 +15,789 New Q4 2025 Feb 12, 2026
Dunhill Financial, LLC History Reduced 15,755 1,394 0.34% 0.38% 722 -25 -0.16% Q4 2025 Jan 29, 2026
Prospera Financial Services Inc History Reduced 15,708 1,392 0.02% 0.03% 723 -1,585 -9.17% Q4 2025 Feb 09, 2026
Jaffetilchin Investment Partners, LLC History Added to 15,690 1,388 0.08% 0.08% 724 +1,007 6.86% Q4 2025 Jan 15, 2026
Aptus Capital Advisors, LLC History Added to 15,656 1,385 0.01% 0.01% 725 +5,969 61.62% Q4 2025 Feb 13, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 15,626 1,382 0.08% 0.03% 726 +9,391 150.62% Q4 2025 Jan 20, 2026
Snowden Capital Advisors LLC History Reduced 15,533 1,374 0.04% 0.04% 727 -377 -2.37% Q4 2025 Feb 17, 2026
Creegan & Nassoura Financial Group, LLC History New 15,370 1,360 0.88% 729 +15,370 New Q4 2025 Feb 17, 2026
FINANCIAL COUNSELORS INC History Reduced 15,369 1,360 1.89% 1.9% 728 -223 -1.43% Q4 2025 Feb 03, 2026
Integris Wealth Management, LLC History Reduced 15,334 1,356 0.31% 0.34% 730 -11 -0.07% Q4 2025 Jan 21, 2026
North Star Investment Management Corp. History Added to 15,276 1,351 0.08% 0.08% 731 +1,416 10.22% Q4 2025 Jan 30, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History Reduced 15,262 1,350 0.14% 0.15% 732 -451 -2.87% Q4 2025 Jan 30, 2026
Bleakley Financial Group, LLC History Added to 15,241 1,348 0.02% 0.03% 733 +2,391 18.61% Q4 2025 Feb 09, 2026
One Wealth Map LLC History Added to 14,918 1,340 0.68% 0.61% 734 +2,116 16.53% Q4 2025 Feb 04, 2026
Briggs Wealth Management, Inc History New 15,118 1,337 1.44% 735 +15,118 New Q4 2025 Feb 19, 2026
Lester Murray Antman dba SimplyRich History No change 15,082 1,334 0.35% 0.37% 736 0 0.0% Q4 2025 Jan 23, 2026
William Howard & Co Financial Advisors Inc History Added to 15,054 1,332 1.12% 1.17% 737 +58 0.39% Q4 2025 Jan 21, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 14,999 1,327 0.06% 0.13% 739 -5,038 -25.14% Q4 2025 Feb 12, 2026
NBC SECURITIES, INC. History Added to 15,005 1,327 0.1% 0.09% 738 +2,564 20.61% Q4 2025 Jan 29, 2026
Mystic Asset Management, Inc. History Added to 14,983 1,325 0.3% 0.31% 740 +3 0.02% Q4 2025 Jan 28, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 14,918 1,320 0.07% 0.08% 741 +1,353 9.97% Q4 2025 Jan 26, 2026
Fund Evaluation Group, LLC History Reduced 14,861 1,315 0.04% 0.08% 742 -8,414 -36.15% Q4 2025 Feb 11, 2026
CRA Financial Services, LLC History Reduced 14,727 1,303 0.17% 0.19% 743 -568 -3.71% Q4 2025 Jan 16, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Added to 14,725 1,303 0.29% 0.32% 744 +6 0.04% Q4 2025 Jan 12, 2026
Rossmore Private Capital History Added to 14,560 1,288 0.11% 0.14% 745 +9 0.06% Q4 2025 Feb 05, 2026
AMERICAN FINANCIAL & TAX STRATEGIES INC History Reduced 14,523 1,285 0.64% 0.71% 746 -1,108 -7.09% Q4 2025 Jan 30, 2026
Beaumont Financial Advisors, LLC History Reduced 14,436 1,277 0.08% 0.1% 747 -1,534 -9.61% Q4 2025 Jan 16, 2026
Coordinated Financial Services, Inc. History Added to 14,418 1,275 0.73% 0.84% 748 +37 0.26% Q4 2025 Feb 09, 2026
Telos Capital Management, Inc. History Added to 14,398 1,274 0.12% 0.12% 749 +133 0.93% Q4 2025 Jan 22, 2026
FIRST MERCHANTS CORP History Reduced 14,351 1,269 0.05% 0.06% 750 -1,664 -10.39% Q4 2025 Jan 12, 2026
HOWARD WEALTH MANAGEMENT, LLC History Added to 14,296 1,265 0.55% 0.6% 751 +100 0.7% Q4 2025 Jan 29, 2026
Willis Johnson & Associates, Inc. History Added to 14,241 1,260 0.08% 0.08% 752 +337 2.42% Q4 2025 Jan 22, 2026
DT Investment Partners, LLC History Reduced 14,223 1,258 0.1% 0.12% 753 -1,550 -9.83% Q4 2025 Feb 10, 2026
Stokes Family Office, LLC History Reduced 14,170 1,253 0.11% 0.15% 754 -3,567 -20.11% Q4 2025 Feb 18, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History Added to 14,142 1,251 0.02% 0.02% 755 +600 4.43% Q4 2025 Feb 12, 2026
Roof Eidam Maycock Peralta, LLC History Added to 14,091 1,246 0.28% 0.3% 756 +513 3.78% Q4 2025 Jan 26, 2026
VANGUARD GROUP INC History Reduced 14,060 1,244 0.0% 0.0% 757 -3,611 -20.43% Q4 2025 Jan 29, 2026
DOPKINS WEALTH MANAGEMENT, LLC History Added to 14,031 1,241 0.51% 0.45% 758 +2,459 21.25% Q4 2025 Jan 09, 2026
Foster Group, Inc. History Added to 13,984 1,237 0.04% 0.03% 759 +4,754 51.51% Q4 2025 Jan 12, 2026
SWEENEY & MICHEL, LLC History Added to 13,255 1,237 0.37% 0.37% 760 +648 5.14% Q4 2025 Feb 13, 2026
Westside Investment Management, Inc. History Added to 13,957 1,235 0.2% 0.16% 761 +2,693 23.91% Q4 2025 Jan 23, 2026
Sovran Advisors, LLC History Reduced 13,472 1,232 0.1% 0.11% 764 -741 -5.21% Q4 2025 Jan 20, 2026
WESBANCO BANK INC History Reduced 13,928 1,232 0.03% 0.04% 762 -320 -2.25% Q4 2025 Feb 03, 2026
Nordwand Advisors, LLC History No change 13,933 1,232 0.22% 0.2% 763 0 0.0% Q4 2025 Feb 03, 2026
Fifth Third Wealth Advisors LLC History Reduced 13,878 1,228 0.04% 0.05% 765 -259 -1.83% Q4 2025 Jan 15, 2026
NORTH DALLAS BANK & TRUST CO History New 13,865 1,226 0.8% 767 +13,865 New Q4 2025 Feb 11, 2026
New Republic Capital, LLC History Added to 13,859 1,226 0.33% 0.23% 766 +5,635 68.52% Q4 2025 Feb 10, 2026
Precision Wealth Strategies, LLC History Reduced 13,833 1,224 0.4% 0.45% 768 -1,406 -9.23% Q4 2025 Jan 30, 2026
Vernal Point Advisors, LLC History No change 13,805 1,221 0.5% 0.54% 769 0 0.0% Q4 2025 Feb 13, 2026
PEDDOCK CAPITAL ADVISORS, LLC History New 13,798 1,220 0.26% 770 +13,798 New Q4 2025 Jan 21, 2026
Physician Wealth Advisors, Inc. History Reduced 13,773 1,218 0.17% 0.18% 771 -281 -2.0% Q4 2025 Jan 29, 2026
SIMPLEX TRADING, LLC History Reduced 13,744 1,216 0.0% 0.0% 772 -40,742 -74.78% Q4 2025 Feb 11, 2026
Cambria Investment Management, L.P. History New 13,746 1,216 0.07% 773 +13,746 New Q4 2025 Feb 17, 2026
Sincerus Advisory, LLC History Reduced 13,682 1,210 0.97% 1.09% 774 -204 -1.47% Q4 2025 Jan 08, 2026
Larson Financial Group LLC History Added to 13,636 1,206 0.04% 0.04% 775 +1,226 9.88% Q4 2025 Feb 06, 2026
Robinson Value Management, Ltd. History Reduced 13,513 1,195 0.65% 0.72% 776 -54 -0.4% Q4 2025 Jan 12, 2026
Walkner Condon Financial Advisors LLC History Added to 13,507 1,194 0.17% 0.19% 777 +601 4.66% Q4 2025 Jan 21, 2026
Fi3 FINANCIAL ADVISORS, LLC History Reduced 13,449 1,190 0.36% 0.42% 778 -135 -0.99% Q4 2025 Feb 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Reduced 13,327 1,179 0.02% 0.02% 779 -1,828 -12.06% Q4 2025 Feb 10, 2026
Acropolis Investment Management, LLC History Reduced 13,298 1,176 0.05% 0.06% 780 -1,012 -7.07% Q4 2025 Jan 14, 2026
Newport Capital Group, LLC History Added to 13,175 1,165 0.71% 0.67% 781 +1,436 12.23% Q4 2025 Feb 13, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Added to 13,110 1,160 0.04% 0.04% 782 +1,168 9.78% Q4 2025 Feb 13, 2026
Hershey Financial Advisers, LLC History Reduced 13,116 1,160 0.98% 1.06% 783 -470 -3.46% Q4 2025 Feb 18, 2026
LCW Services, LLC History New 13,071 1,156 0.62% 784 +13,071 New Q4 2025 Feb 11, 2026
Jacobi Capital Management LLC History Reduced 13,046 1,154 0.07% 0.15% 785 -13,601 -51.04% Q4 2025 Feb 13, 2026
SAPIENT CAPITAL LLC History New 12,919 1,152 0.02% 786 +12,919 New Q4 2025 Feb 05, 2026
Texas Bank & Trust Co History Added to 13,014 1,151 0.42% 0.45% 787 +50 0.39% Q4 2025 Feb 06, 2026
Visionary Wealth Advisors History Reduced 12,949 1,145 0.05% 0.06% 788 -344 -2.59% Q4 2025 Feb 13, 2026
Wealth Enhancement Trust Services, Inc. History New 12,900 1,141 0.14% 789 +12,900 New Q4 2025 Jan 27, 2026
Hudson Oak Wealth Advisory LLC History New 12,851 1,137 1.0% 790 +12,851 New Q4 2025 Jan 23, 2026
Integrity Wealth Solutions LLC History Added to 12,828 1,135 0.45% 0.5% 791 +625 5.12% Q4 2025 Feb 02, 2026
Endowment Wealth Management, Inc. History Added to 12,795 1,132 0.52% 0.5% 792 +690 5.7% Q4 2025 Feb 09, 2026
Orion Porfolio Solutions, LLC History Reduced 12,724 1,125 0.01% 0.01% 793 -1,791 -12.34% Q4 2025 Feb 12, 2026
SouthState Bank Corp History Added to 12,670 1,121 0.05% 0.01% 794 +10,452 471.24% Q4 2025 Feb 11, 2026
Apollon Wealth Management, LLC History Reduced 12,676 1,121 0.02% 0.02% 795 -267 -2.06% Q4 2025 Jan 22, 2026
Crews Bank & Trust History Reduced 12,631 1,117 0.16% 0.23% 797 -4,631 -26.83% Q4 2025 Jan 21, 2026
General Partner, Inc. History No change 12,632 1,117 0.63% 0.64% 796 0 0.0% Q4 2025 Jan 06, 2026
L.K. Benson & Company, P.C. History Reduced 12,623 1,116 0.56% 0.68% 798 -1,237 -8.92% Q4 2025 Feb 06, 2026
Madden Advisory Services, Inc. History Reduced 12,567 1,112 0.45% 0.45% 799 -19 -0.15% Q4 2025 Feb 11, 2026
RTD Financial Advisors, Inc. History Reduced 12,549 1,110 0.14% 0.4% 800 -23,416 -65.11% Q4 2025 Jan 27, 2026